Professional Expertise

David has more than 23 years of experience as a senior executive, management consultant, and executive coach. As a coach, David employs a pragmatic and results-oriented approach. He specializes in enhancing leadership skills and effectiveness, upgrading organizational structure and results, post-merger/acquisition leadership integration, assisting an executive in a new role or company, and influencing/relating skills. He also works in areas of P&L management skills, relationship-building, delegation, working with greater fulfillment, team effectiveness, and coaching/leading challenging staff.

David's corporate background includes eight years as a member of the leadership team of Charles Schwab & Company. As Chief Operating Officer/SVP of the Institutional Division, he led a technology subsidiary that produces and services comprehensive portfolio management and customer relationship management software. Prior to that, David was Founder and General Manager of Schwab's Mutual Fund Clearing Services, a start-up business that he led from inception to double-digit pre-tax profitability in three years. He built this business from the ground up and was accountable for its entire P&L, including financial targets, strategy, sales, marketing, technology, operations, and client service.

Prior to Schwab, David spent five years as a management consultant at PriceWaterhouse. There he was a principal in a practice serving financial services operations, strategy, and technology. He worked with client firms including Prudential, Fidelity Investments, Merrill Lynch, State Street Bank, and NationsBank. His projects included market analysis, project design/leadership, control and risk reviews, and strategy development.

David has coached senior executives in various industries, including aerospace, banking, retail, defense, healthcare, manufacturing, travel/leisure, and staffing.

Recent Coaching Assignments

• Medical Director of a biotechnology firm to manage a challenging leadership team member by conducting an extensive evaluation and identifying and holding him accountable for specific action items
• Leadership team of a health care firm to address issues of trust, teamwork, communication, and effective collaboration
• Chief Financial Officer of a global law firm to build stronger relationships with and better performance of his team, and maintain a more effective balance between detail-orientation and big-picture leadership
• Litigation Partner of a multibillion dollar law firm to be more entrepreneurial in his practice development, and to develop a stronger team of associates, enabling him to take the lead on larger cases
• President of an aerospace/defense company to achieve aggressive business goals by evaluating and enhancing leadership skills, developing a culture of greater engagement among leadership team and rank and file, and implementing continuous organizational learning and improvement
• Senior Vice President of a global travel and hospitality business to prepare for a promotion, enhance strategic and bottom-line contributions, and work more effectively with managers, peers, and direct reports
• CEO/Founder of a health care staffing firm to improve business results and leadership team effectiveness through enhancing organizational design, incentive programs, influencing skills, and delegation
• Senior Vice President of a global financial institution to strengthen leadership effectiveness, improve his relationship with his manager, and address issues among peers on the leadership team
• Managing Director new to an investment banking firm to rapidly develop internal credibility and effectiveness in a highly visible role by identifying and being held accountable to specific goals

Education and Professional Affiliations

• B.A., New York University
• Certified Leadership Coach, Leadership Executive Coaching Program, Georgetown University
• NASD Series 7, 24, and 63 securities licenses (inactive)
• Completed Miller Heiman Institutional Sales training
• Experienced in PriceWaterhouse Change Integration and System Management methodologies
• Member of International Coach Federation