David is an organizational consultant and executive coach. He worked in the financial services industry for over thirty years in a variety of senior financial and administrative roles and as an investment banker at Morgan Stanley. He has been consulting and coaching independently since 2016 with clients in the media, financial services, information technology, construction, and beverage industries and has worked with both public and private companies. David spent the bulk of his career at Morgan Stanley (1985-2008) where he was promoted to Managing Director in 1997. He was Morgan’s Corporate Controller from 1994 until the Firm merged with Dean Witter Discover. Thereafter he held a number of senior administrative positions including COO of the Finance, Operations, and Technology functions supporting the institutional business, and Operations Officer for the Institutional Securities Group. As Head of Offshoring and Outsourcing, he designed Morgan’s global location strategy, built an international network of business and technology service centers, established offices in Baltimore, Budapest, and Mumbai and drove expansion of existing service centers in Glasgow, Sydney and Hong Kong. After leaving Morgan Stanley, David consulted briefly and then returned to financial services initially as Global Head of Resource and Location Strategy at Merrill Lynch (2008-2009) and then as a Managing Director in Operations and Technology at Citigroup (2010). After a year at Citi he joined the Corporate Banking Group as Chief Operating Officer with responsibility for driving efficiency in administrative processes such as AML Know-Your-Customer documentation. David is a Registered Analytic-Network Coach and a member of the A-N International Coach Network. He has an MBA from Columbia Business School and a BA in History from Bates College. David continues to read history enthusiastically with a focus on United States and modern European history.