Dave has over 25 years of diverse experience in Corporate Finance, Mergers and Acquisitions, Business Strategy, Business Advisory and Public Accounting. Dave leads and participates in numerous types of transactions, including management buyouts, acquisitions, shareholder transactions, balance sheet restructurings, growth strategy, senior and subordinated debt placements and divestitures. His industry expertise includes manufacturing, food and beverage, business services and financial services. Dave has also served in senior level roles with commercial and investment banking firms where he gained significant experience in serving large corporations and middle market businesses. He began his career with a big four accounting firm. Dave is a Certified Public Accountant (Inactive) in Pennsylvania, and a General Securities Representative licensed (7 and 63) by FINRA.Prior experience includes Managing Director at a Regional Investment Banking firm and Vice President and PNC Financial Services. Dave began his career at Price Waterhouse as a staff accountant responsible for providing accounting, auditing and consulting services to middle market companies. Dave graduated with a B.S.B.A. in Accounting from John Carroll University and has an MBA in Finance from the DePaul University, Kellstadt Graduate School of Business.Registered Representative of and Securities Products offered through BA Securities, LLC Member FINRA (www.FINRA.org) SIPC (www.SIPC.org). Confluence Advisors, LLC and BA Securities, LLC are separate and independent entities. Any testimonial or endorsement may not be representative of the experience of other customers and is no guarantee of future performance or success.