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 Intelligence, Cloud, Internet of Things, High-Performance Computing Data Centers, AeroSpace, Mobile/5G, Medical, and Manufacturing.The Internal Audit (“IA”) Department provides independent and objective assessments to identify existing and emerging risks within the Company. IA provides assurance and advisory services to ensure that internal controls are designed appropriately and operating effectively. In order to ensure the reliability of financial reporting, effectiveness and efficiency of operations, and compliance with laws and regulations.

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 high-quality startup applications annually, LvlUp Ventures maintains partnerships with Fortune 500 companies, including Google, Fidelity, Pipedrive, L’Oreal, and Paro. As well these partners support LvlUp Ventures’ core pillars: funding, accelerators & incubators, community, and education.As a Venture Scout at LvlUp Ventures, I identify and evaluate high-potential startups in sectors like fintech, crypto, AI, and health tech, playing a key role in LvlUp's relationship-driven investment strategy. My responsibilities include:•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 largest city in the Bay Area, has over 220,000 residents and elects its City Council members by district, ensuring localized representation. The Ohlone Community College District, encompassing Fremont, Newark, and a portion of Union City. Ohlone serves a community of over 300,000 residents through Ohlone College’s educational facilities and services, governed by a seven-member Board of Trustees elected in local elections.•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.gov/government/mayor-city-council

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 objectives by conducting audits across Financial, Operational, and information technology.•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 FDICIA interim and year-end audit tests across critical banking functions, including Accounts Payable, Allowance for Credit Losses, ACH, Call Reporting, Close the Books, Commercial Loan Servicing and Origination, Deposits, Derivatives, Residential Loan Origination and Servicing, Investor Reporting, and Wire Transfers.•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, NIST, COBIT, CFIPA, ISO) to mitigate potential security and compliance risks.•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.•Supported regulatory compliance by clearly communicating audit findings and updates to stakeholders, achieving management buy-in and reducing operational risks.•Assisted in preparing clear audit reports that pinpointed root causes and proposed actionable recommendations to address key findings.

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 while contributing to the academic success of my peers.

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 large-cap U.S.-based companies listed on major exchanges.Fundamental Research: Conducted extensive quantitative analysis on hundreds of companies in the Consumer Discretionary sector, utilizing metrics such as price-to-free cash flow and enterprise value-to-EBITDA to assess financial health and growth potential.•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 against the S&P 500.•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 understanding of investment strategies, enabling me to contribute effectively to our fund's success.

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 and products for every stage of life and all financial circumstances. Whether it's brokerage, insurance, wealth transfer, or business strategies, we provide a range of tailored products and services to help secure clients' financial future.•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 Financial Advisors.•Served as the primary point of contact for uploading documents into the broker-dealer system and prepared various reports for senior management.•Conducted in-depth research on client-specific issues, providing actionable insights to support informed decision-making and strengthen advisory services.•Assisted Trust Officers with account creation, maintenance, and reviews, contributing to overall operational efficiency.

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 clients, fostering lifetime partnerships through exceptional service and customized financial solutions.•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 Card Parameters for Debit Cards, ATM Machines, Business Credit Card Legacy Platform (TIB), Fiserv EFT Card Processing, Rewards Platform, Mastercard relationship and Risk Management.•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.•Addressed Branch and Call Center inquiries on digital products like Digital Wallets and Card Valet, and implemented process improvements that led to a 15% increase in service levels.

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 banking operations by digitizing essential banking products.•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