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David D. Email & Phone Number

Fund Accountant at Gen II Fund Services at Gen II Fund Services
Location: Boca Raton, Florida, United States 4 work roles 2 schools
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Current company
Role
Fund Accountant at Gen II Fund Services
Location
Boca Raton, Florida, United States
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Who is David D.? Overview

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David D. is listed as Fund Accountant at Gen II Fund Services at Gen II Fund Services, a company with 346 employees, based in Boca Raton, Florida, United States. AeroLeads shows a matched LinkedIn profile for David D..

David D. previously worked as Fund Accountant at Gen Ii Fund Services and Financial Services Intern at B. Riley Wealth Management. David D. holds Bachelor Of Business Administration - Bba, Finance (Cum Laude) from Florida Atlantic University - College Of Business.

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Gen II Fund Services

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Profile bio

About David D.

Recent Finance graduate from Florida Atlantic University, demonstrating a proven track record of delivering tangible results across diverse roles and hands-on experience in finance. My journey includes impactful positions in retail management, quality control, and construction, shaping a skill set rooted in sales, customer relationship management, and collaboration.In my recent role as a Financial Services Intern at B. Riley Wealth Management, I played a key role in client engagement and financial planning. Actively reaching out to leads, I successfully facilitated introductory meetings with trusted advisors, leveraging my deep understanding of Investment Analysis and Financial Management gained through coursework.As a Retail Sales Manager at The Hookup, I consistently exceeded sales targets, optimized stock levels, and implemented strategies that led to overall sales growth. My coursework in finance, including Advanced Managerial Finance and Quantitative Methods in Business, further refined my analytical skills, contributing to the effective optimization of sales strategies.In the capacity of a Quality Control Specialist at Mint Prints, I maintained the highest standards of quality, contributing to improved production efficiency through the implementation of corrective measures. This role honed my attention to detail, analytical skills, and effective collaboration, skills further refined in relevant coursework.While working as a Construction Worker at One Call Construction, I played an integral role in completing time-sensitive projects, emphasizing precision and teamwork. Clear communication and meticulous materials management, skills nurtured in courses such as Managerial Accounting, were crucial to successful project deliveries.Through these diverse experiences and coursework, I've developed a keen eye for detail, strong analytical skills, and a results-driven mindset. Eager to transition into a finance role where I can apply my passion for analyzing financial data, driving business growth, and delivering superior customer experiences. Let's connect and explore opportunities to contribute to the success of your organization.

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David D.'s current company

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Gen II Fund Services
Gen Ii Fund Services
Fund Accountant at Gen II Fund Services
new york, new york, united states
Website
Employees
346
AeroLeads page
4 roles

David D. work experience

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Fund Accountant

Current

Boca Raton, Florida, United States

Jul 2024 - Present

Retail Sales Manager

The Hookup

Boca Raton, Florida, United States

Jan 2017 - Jun 2022

Quality Control Specialist

Deerfield Beach, Florida, United States

Dec 2021 - Mar 2022
Team & coworkers

Colleagues at Gen II Fund Services

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2 education records

David D. education

FAQ

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What company does David D. work for?

David D. works for Gen II Fund Services.

What is David D.'s role at Gen II Fund Services?

David D. is listed as Fund Accountant at Gen II Fund Services at Gen II Fund Services.

Where is David D. based?

David D. is based in Boca Raton, Florida, United States while working with Gen II Fund Services.

What companies has David D. worked for?

David D. has worked for Gen Ii Fund Services, B. Riley Wealth Management, The Hookup, and Mint Prints.

Who are David D.'s colleagues at Gen II Fund Services?

David D.'s colleagues at Gen II Fund Services include Linda Zou, Craig Leitch, Natalya Barker, Kevin Zeman, and Eli-Mensah Adjei.

How can I contact David D.?

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What schools did David D. attend?

David D. holds Bachelor Of Business Administration - Bba, Finance (Cum Laude) from Florida Atlantic University - College Of Business.

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