David brings extensive experience across the financial industry including positions at Greenwich Associates, Bear Stearns, JPMorgan Chase and Bank of China. David developed expertise and broad product/market knowledge across the fixed income space (mortgage backed securities, interest rates, derivatives and fx).
More recently he directed his career towards risk management with specific focus on reputation, strategic and enterprise risk governance.
At Templar, his clients include Credit Suisse, HSBC, Bank of China, Blackstone, Evercore and Lazard.
In addition to his financial background, David brings years of experience in the personal and professional growth, training and development industry. This includes two years coaching a high performance leadership program, public speaker training, and improvisational comedy.
David graduated from Bowdoin College with a degree in Economics and Political Science. He holds the Hogan certification.