David Cox Email & Phone Number

Synopsys, a S&P 500 and Nasdaq 100 company, is a global technology company with over 20,000 employees across 30+ countries. Synopsys is a leader in chip design, verification, and IP integration, empowering the creation of high-performance silicon chips and software content. Synopsys technology is at the heart of innovation for Self Driving Cars, Artificial.

• LvlUp Ventures is a prominent multi-stage venture capital fund and one of the largest venture ecosystems globally. LvlUp Ventures has over 1,000 team members across major startup hubs. Receiving around 5,000.
• Scout and assess startups for investment by conducting in-depth analysis of their business models, financial projections, and risk factors, contributing to sound investment decisions.
• Leverage financial models, including Discounted Cash Flow (DCF) and Comparable Company Analysis, to assess scalability and profitability of potential investments, supporting LvlUp's data-driven approach.
• Work closely with founders and industry experts to deepen strategic insights, utilizing connections from FEISV and IIA to add value to LvlUp’s portfolio strategy.

• The Cox Campaign supports Teresa Cox, Fremont City Council Member and the first African American elected to Fremont City Council, as well as a former Ohlone College Trustee with 12 years of service. Fremont, the fourth.
• Managed a database of 6,000 contacts and analyzed a voter set of 15,000, utilizing data-driven insights to optimize outreach strategies and improve campaign effectiveness.
• Directed a six-figure budget, ensuring strategic resource allocation, cost control, and full compliance with campaign finance regulations.
• Recruited, trained, and led a team of 15 volunteers, showcasing strong leadership and project management skills in a high-pressure environment.
• Played a significant role in securing 33% of the vote in the 2020 city council election, a competitive race with seven candidates.Campaign Website: teresacox.orgCity of Fremont Website.

• Fremont Bank, founded in 1964, is a leading mid-tier bank and one of the oldest independently owned banks in the Bay Area. The Internal Audit Department ensures effective risk management and supports the Bank's.
• Conducted comprehensive audits to ensure compliance with key regulatory standards (Federal Deposit Insurance Corporation, Federal Reserve Bank, Federal Financial Institutions Examination Council, IIA) and performed.
• Evaluated management controls for FDICIA compliance, contributing to robust financial governance and identifying key areas for process improvement to enhance operational efficiency.
• Executed risk-based audit plans for business processes and IT systems, including applications and infrastructure, while assessing compliance with IT, data protection, and data privacy frameworks (e.g., GLBA, CCPA, AES.
• Designed and implemented a risk and issues dashboard using Power BI and Tableau, resulting in a 10% improvement in compliance tracking and reporting.
• Collaborated with business management, risk management, and compliance teams to foster a comprehensive understanding of internal controls and recommended enhancements to governance and risk management processes.

• In my role as a tutor in the Department of Accounting and Finance, I supported 275 students across five courses, enhancing their understanding of accounting, finance, and tax topics.Key Accomplishments:
• Personalized Mentorship: Boosted student exam scores by 15% through tailored tutoring approaches that accommodated diverse learning styles.
• Creating Supplemental Learning Material: Created instructional videos, PowerPoints, and cheat sheets to clarify complex concepts and improve comprehension.
• Collaborative Support: Worked with faculty to integrate supplemental materials into the curriculum, addressing common challenges faced by students.
• Engaging Learning Environment: Led individual and group sessions, fostering a supportive and growth-oriented atmosphere for students.This experience allowed me to develop strong communication and mentorship skills.

• As a Financial Analyst for the Cal State East Bay Student Investment Fund, I played a key role in managing and growing our portfolio, which increased from $275,000 to over $500,000 within two years. The fund focuses on.
• Applied advanced financial modeling techniques, including DCF, Comparable Company Analysis, and the Altman Z-Score model, to identify $450,000 in high-value investment opportunities, achieving a 1% outperformance.
• Evaluated qualitative factors such as competitive advantages, ESG considerations, and potential risks, ensuring alignment with a diversification strategy based on S&P 500 volatility.
• Prepared detailed analyst reports for the Board of Directors, receiving positive feedback for strategic insights and data-driven analysis.
• Represented Cal State East Bay at the Student Managed Investment Fund Consortium and was acknowledged as a top-performing student on the university website.This experience enhanced my analytical skills and deepened my.

• Fremont Bank, founded in 1964, is one of the oldest independently owned banks in the Bay Area and a top-rated mid-tier bank in the nation. In the FB Investment Services division, offers access to investment services.
• Developed mock client-specific financial plans to optimize asset allocation and lifetime income, increasing the probability of meeting financial goals by 75% through simulated investment strategies.
• Presented and analyzed 42 portfolio positions, utilizing Monte Carlo simulations, fundamental analysis, and volatility assessments to align simulated portfolios with client objectives and risk profiles.
• Assisted Investment Advisors with the maintenance of client accounts for annuity contracts and mutual fund transactions, ensuring compliance with regulatory standards and financial guidelines.
• Collaborated with Investment Advisors to construct and review client investment portfolios, enhancing overall investment strategies and portfolio performance.
• Provided comprehensive administrative support to the Wealth Management Operations Manager, Assistant Manager, and Vice President, managing confidential client documentation and addressing inquiries from clients and.

• Fremont Bank, founded in 1964, is one of the oldest independently owned banks in the Bay Area and one of the nation’s top-rated mid-tier banks. In the Private Banking Department, serves as a liaison for high-net-worth.
• Analyzed client banking statements to identify personalized financial services, resulting in a 15% increase in client satisfaction by aligning products with individual needs.
• Conducted thorough account reconciliations, ensuring accurate account closures, adherence to compliance standards, and mitigation of financial risks.
• Enhanced service levels by 15% by assisting clients with complex financial operations such as ACH transfers, wire transactions, loans, and lines of credit, significantly improving client experience and trust.
• Performed balance fluctuation analysis, financial forecasting, and created interactive dashboards for top-tier accounts to support executive decision-making with data-driven insights.
• Ensured strict compliance with private banking guidelines for existing and prospective clients, reducing regulatory risks and maintaining Fremont Bank's operational integrity.

• Fremont Bank, founded in 1964, is one of the oldest independently owned banks in the Bay Area and one of the nation’s top-rated mid-tier banks. The Card Services Department, manages all FB Debit Cards processing, Debit.
• Processed all debit/credit transactions and managed ATM operations, increasing efficiency and enhancing service quality.
• Handled new card issuance and ongoing maintenance, which contributed to improved customer satisfaction and streamlined card services.
• Reviewed daily reports for accuracy, validating customer and product information, and conducting quality checks on the debit card portfolio, reducing errors and strengthening data integrity.
• Collaborated with the Fraud Team to recover $600,000 through fraud mitigation strategies, effectively reducing financial losses.
• Provided backup support during understaffed periods, ensuring continuity in operations and meeting departmental goals.

• Fremont Bank, established in 1964, is among the Bay Area's oldest independently owned banks and ranks as one of the top mid-tier banks nationally. As a Digital Services Intern, I contributed to the modernization of.
• Processed over 120 loan applications, ensuring regulatory compliance and minimizing risk exposure.
• Verified credentials for 55 signature cards, bolstering account security and preventing fraud.
• Executed the closure of 100+ bank accounts, CDs, and debit/credit cards, maintaining transaction accuracy and data security.

Mba, General Business

Bachelor Of Science - Bs, Finance, General