David J Conley of Louisville, KY started Rockmill Financial Consulting, LLC in February of 2013. With over 23 years of Investment Banking experience, David has worked with many clients and created Rockmill with a very precise goal: to give his clients as much, knowledge, support, and expertise that is needed for them to succeed in their high profile and vital positions.
In the past 5 years with challenging economic times, the needs of his clients changed and David felt even more compelled to change with his clients by providing additional services that would support them through this time. It was through his efforts while at Robert W. Baird that he created a broad array of services that not only provided financial support, but a foundation of services that covered much more. By using innovative approaches along with in-depth research, David was able to simplify, yet give his clients a thorough picture of their position within the realm of their industry.
David lived all of his childhood in the west end of Louisville, Ky. His mother, Gurley Mae Conley, worked at least two jobs and sometimes three, to support her two sons. David learned bookkeeping from his mother who managed a cleaning crew at night. Growing up with no father and living through very difficult times, David developed a desire to become something more, not only for himself, but for his family.
In 1982, David started at Georgetown College, a small liberal arts college in Georgetown, KY. David majored in Marketing and Finance. He also minored in Communications with a focus on theatre. He graduated in May of 1986 with a Bachelor of Science degree.
In June of 1986, David started his first job at Citizens Fidelity Bank in Louisville, Kentucky. David’s work started as a bank manager in retail banking then quickly moved into commercial lending where he made small to middle market loans to commercial businesses.
In September of 1988 David was offered a position with Ameritrust Bank in Cincinnati, Ohio as the manager of a new banking office concept that combined retail and commercial banking, and personal investments into a single office. There he managed several loan officers and stock brokers.
In September 1989, David joined Seasongood & Mayer as an investment banking associate. At Seasongood, David was classically trained in State, State Agency, County, City, School District, Special District (TID’s, CFA’s SID’s), and COG finance. By the time he left Seasongood in 2005, David had managed more than 450 financings totaling in excess of $5 billion. David earned his Series 7 and Series 53.
David joined Robert W. Baird and Co., in 2006 as a managing director. David undertook an initiative to build a business platform that would place Robert W. Baird among the most recognized public finance firms in the State of Ohio. During his time at Baird, the company’s market share grew substantially. Between 2006 and 2012, Baird, ended among the top five investment banks in Ohio. Having accomplished his goals, David left Baird in January, 2013.
On a Personal Note
Many know David as their banker, advisor, or co-worker but Noahl, Amanda, and Tanner know him as “dad.” When his children were asked how do you see him, their replies were, “strong , dedicated, good hearted, and loving person.” His wife and best friend, Trish, describes him as one of the most giving, sensitive, and dedicated persons that she has ever met. Last but not least, David is also known as Granpa! Kodi Raine was born on David and Trish’s anniversary and will be turning 2 in May of 2013. As David builds Rockmill Financial, he and Trish are also focused on family time with the children and grandchild out on their 5 acres near the original Rockmill Farm in Lancaster, Ohio.