David Lauer Email & Phone Number

Dallas, TX

Oversees the finance/accounting operations of private equity firm with a primary focus on Energy upstream services, midstream infrastructure, and E&P opportunities in the Southwest United States. Designed and implemented the accounting system. Prepares all financial reporting and compliance, including internal planning, forecasting, and management reporting.

Al-Khobar Governorate, Saudi Arabia

Managed growth and expansion as a key strategic partner to the Saudi State-owned Energy Company, Saudi Aramco. Oversaw multi-million-dollar annual budget and led global finance operations as senior executive accountable to Ownership and CEO for long-term financial planning, reporting, forecasting, corporate development, and strategy formulation. Acted as.

Austin, Texas Area

Assisted in building Charles Schwab’s active day-trader platform, educating investors on complex derivative instruments (primarily options and futures). Advised clients on long-term investment strategies and recommended undervalued and high-potential stocks. Organized and conducted training seminars; formulated and launched online options trading training.

Master Of Business Administration (M.B.A.), Finance, General

B.S. Administration, Business Administration And Management, General