David Levinson

David Levinson Email and Phone Number

Minister of Financial Evolution (CFO) @ The Republic of Tea
St. Louis, MO, US
David Levinson's Location
St Louis, Missouri, United States, United States
About David Levinson

David Levinson is a progressive executive leader, operational strategist, and trusted advisor with a record of sound financial guidance in complex, uncharted and rapid growth settings demanding keen business acumen and foresight. Levinson is a driver of operational efficiency and fiscal responsibility who establishes core metrics optimizing performance for C-level executives, managers and employees at all levels, maximizing capital position and minimizing risk.Levinson is CFO at Coolfire Solutions, a venture-backed provider of mobile-first situational awareness platform to enterprise and military customers, where he leads daily strategic financial and administrative operations. Levinson has managed multiple business lines and departments for venture-backed start-ups and growth-stage companies. His responsibilities have included finance, investor relations, corporate planning and strategy, corporate development, risk management, treasury management, corporate insurance, human resources, legal, and facilities management. In 2013, Levinson was honored as the CFO of the Year in St. Louis in the small corporation division by the Saint Louis Business Journal for his leadership. Dave is an experienced negotiator, raising over $34m from premier venture capital investors, establishing term and revolving credit agreements, and completing strategic business acquisitions. Prior to joining Coolfire Solutions, Dave was CFO at OneSpace, a venture-backed software business. Levinson began his career at EY, most recently working in Transaction Advisory Services specializing in financial due diligence and strategic finance projects for private equity and strategic clients. He assisted with over 100 transactions, with deal values ranging from $5 million to $15 billion. Dave started his EY career in the Assurance practice where he led audits of public and private companies in the software and technology industries.

David Levinson's Current Company Details
The Republic of Tea

The Republic Of Tea

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Minister of Financial Evolution (CFO)
St. Louis, MO, US
David Levinson Work Experience Details
  • The Republic Of Tea
    Minister Of Financial Evolution (Cfo)
    The Republic Of Tea
    St. Louis, Mo, Us
  • Coolfire Solutions
    Chief Financial Officer
    Coolfire Solutions 2017 - Present
    St. Louis, Missouri, Us
    Coolfire builds collaboration software for teams on the move. Coolfire's patented technology connects people, processes, and information in a purpose-built digital workspace. Coolfire's vision is to keep teams organized around the work at hand and provide them with the critical information they need to keep moving forward. Coolfire helps people operating on the frontlines, struggling to make decisions, challenged with doing what’s right and empowers everyday people to be everyday heroes. Coolfire integrates cross-functional teams, assets, and event data into a common operational picture, organizations can orchestrate tasks, people and resources with greater visibility before, during and after the event. Coolfire is a trusted technology resource for corporate and government customers from Enterprise Rent-A-Car to the US Department of Defense.
  • Am Llc
    Strategic Advisor
    Am Llc 2010 - Present
    Leesburg, Virginia, Us
    Advise CEO on key strategic matters related to AM LLC, Aardwolf Labs, and Cavehill Ventures, including business plan and model preparation, legal matters, HR policies and practices, capital raising and cash management, government contract proposals, new business initiatives, and strategic transactions.
  • Juggle
    Chief Financial Officer
    Juggle 2012 - 2016
    Fort Worth, Tx, Us
    Juggle.com is an early stage investment company and start-up incubator dedicated to building remarkable internet companies. Managed financial, legal and administrative operations for OneSpace (software/services), ROImedia (online publishing and advertising) and ClickableNames (online domain name marketplace) with multiple business lines and seven legal entities. Structured and managed investments in Juggle’s operating businesses, including OneSpace’s 2012 spin-out and subsequent venture capital fundraise. Led preparation of non-core assets for sale and outreach to potential acquirers. Established formal shared services agreements between Juggle and its investments.Established $7.5M secured revolving line of credit for streamlined access to cash to fund operations and negotiated acquisition of Company’s office building.Other portfolio companies included: (i) Debate.org (the web's largest website for debate, opinions and discussions), (ii) CashMob.com (not-for-profit site dedicated to helping small businesses survive in an increasingly difficult competitive landscape), (iii) Wildfire (web-based advertising and monetization platform), and (iv) LocalDeal.com (daily deal aggregator).
  • Onespace (Fka Crowdsource) (Acquired By Ascential Plc / Flywheel)
    Chief Financial Officer
    Onespace (Fka Crowdsource) (Acquired By Ascential Plc / Flywheel) 2012 - 2016
    OneSpace (acquired by Ascential in 2021), formerly CrowdSource, (and now part of Flywheel/Omnicom), provides a virtual workforce platform that brings businesses in need of flexible, scalable talent together with freelancers seeking assignments that match their skillsets. OneSpace‘s patented software intelligently matches virtual talent to projects, simplifying the management of distributed labor for their clients. OneSpace also operates Write.com (content creation) and Transcribe.com (audio transcription, written transcription and video transcription). Investors included Highland Capital Partners, DFJ and Lewis & Clark Ventures. Reporting directly to the Founder/CEO, led daily strategic financial and administrative operation, while managing multiple business lines and departments. Responsibilities included finance, investor relations, corporate planning and strategy, corporate development, risk management, treasury management, corporate insurance, human resources, legal, and facilities management. Recognized as 2013 Small Business CFO of the Year in St. Louis by the Saint Louis Business Journal for leadership and contributions to OneSpace’s growth and profitability. Raised Series A ($12.5M) and Series B ($9M) financing from premier venture capital firms and acquired/integrated venture-backed competitor Servio.
  • Ernst & Young
    Senior Manager, Transaction Advisory Services
    Ernst & Young 2005 - 2012
    London, Gb
    Perform financial due diligence on potential acquisitions for private equity and corporate buyers. Due diligence experience (buy side and sell side) includes over 75 transactions (including cross-border transactions) ranging in size from less than $10 million to over $15 billion and spanning various industries including technology, software, government services, professional services, media and entertainment and advertising.Selected by EY Global Leadership as member of 25-person Global Innovation Task Force to enhance internal operations and external reporting presentation practices. Actively involved in EY’s Entrepreneur Of The Year program, identifying CEOs and companies to promote nationally, while also assisting entrepreneurs and high-growth companies with business opportunities.
  • Ernst & Young
    Manager, Assurance & Business Advisory Services
    Ernst & Young 2002 - 2005
    London, Gb
    Conducted audits of publicly traded and private companies, reviewed annual and quarterly SEC filings, assisted with preparation of financial statements, resolution of accounting issues and SOX 404 implementation and compliance. Focused primarily in government services, technology and software industries.
  • Arthur Andersen
    Staff, Assurance Services
    Arthur Andersen 2000 - 2002
    Conducted audits of publicly traded and private companies, reviewed annual and quarterly SEC filings, assisted with preparation of financial statements and resolution of accounting issues.

David Levinson Education Details

  • Washington And Lee University
    Washington And Lee University
    Business Administration & Accounting
  • Belmont Hill School
    Belmont Hill School
    High School
  • Dover Sherborn
    Dover Sherborn

Frequently Asked Questions about David Levinson

What company does David Levinson work for?

David Levinson works for The Republic Of Tea

What is David Levinson's role at the current company?

David Levinson's current role is Minister of Financial Evolution (CFO).

What schools did David Levinson attend?

David Levinson attended Washington And Lee University, Belmont Hill School, Dover Sherborn.

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