Investment Banking Associate
Current
Jul 2024 - Present
AeroLeads people directory · profile
David Truhlar, Cfa Email & Phone Number
Investment Banking Associate | Rice MBA Class of 2024
at
Piper Sandler
1 work email found
@invesco.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Banking Associate | Rice MBA Class of 2024
Location
Greater Houston, United States, United States
Company size
Who is David Truhlar, Cfa? Overview
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Quick answer
David Truhlar, Cfa is listed as Investment Banking Associate | Rice MBA Class of 2024 at Piper Sandler, a company with 907 employees, based in Greater Houston, United States, United States. AeroLeads shows a work email signal at invesco.com and a matched LinkedIn profile for David Truhlar, Cfa.
David Truhlar, Cfa previously worked as Investment Banking Associate at Piper Sandler and Investment Banking Summer Associate at Piper Sandler. David Truhlar, Cfa holds Mba Candidate from Rice Business - Jones Graduate School Of Business.
Company email context
Email format at Piper Sandler
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*@invesco.com
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AeroLeads found 1 current-domain work email signal for David Truhlar, Cfa. Compare company email patterns before reaching out.
Profile bio
About David Truhlar, Cfa
David Truhlar, Cfa is a Investment Banking Associate | Rice MBA Class of 2024 at Piper Sandler. He possess expertise in customer service, retail, sales, microsoft word, powerpoint and 2 more skills.
Listed skills include Customer Service, Retail, Sales, Microsoft Word, and 3 others.
Current workplace
David Truhlar, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
6 roles
David Truhlar, Cfa work experience
A career timeline built from the work history available for this profile.
Investment Banking Summer Associate
May 2023 - Aug 2023
Senior Compliance Associate
Agile Fund Solutions
Acted as the in-house compliance officer, running the compliance program for several private equity firms and hedge funds.Advised fund managers directly of potential regulatory considerations and implemented compliance best practices across the firm.Strengthened existing client relationships, solely managing ten clients.Trained and introduced new.
Apr 2021 - Jul 2022
Equity Compliance Officer
- Partnered with the REIT investment and trading teams to review secondary offerings for fund suitability as the real estate compliance officer.- Reviewed intra-fund trading behavior of all investment teams for potential insider trading.- Working knowledge of Securities Act of 1933, 34 and Securities Exchange Act of 1940.- Compliance Officer for the Equity.
Apr 2017 - Apr 2021
Senior Accountant
- Leader on a team specializing in Invesco’s derivative majority funds.- Received the Invesco Everyday Leadership Award for demonstrating initiative and developing procedures to accurately track collateral movement.- Improved department efficiency by automating daily and monthly reconciliations using Excel and SQL.- Trained new staff members on derivatives.
Mar 2016 - Apr 2017
Accountant I/Ii
- Calculated daily net asset values (NAVs) and distribution rates for the mutual funds. Transmitted this information to NASDAQ and other required users.
- Analyzed all factors which may have impacted the NAV and escalated issues as appropriate.
- Prepared work papers and related schedules for shareholder reports and annual audits in accordance with SEC and GAAP requirements.
- Worked to resolve issues relating to the funds with the appropriate parties.
- Performed research and resolved any accounting and trading discrepancies
Nov 2014 - Mar 2016
2 education records
David Truhlar, Cfa education
Mba Candidate
Bachelor Of Science (B.S.), Finance
Oral Roberts University
FAQ
Frequently asked questions about David Truhlar, Cfa
Quick answers generated from the profile data available on this page.
What company does David Truhlar, Cfa work for?
David Truhlar, Cfa works for Piper Sandler.
What is David Truhlar, Cfa's role at Piper Sandler?
David Truhlar, Cfa is listed as Investment Banking Associate | Rice MBA Class of 2024 at Piper Sandler.
What is David Truhlar, Cfa's email address?
AeroLeads has found 1 work email signal at @invesco.com for David Truhlar, Cfa at Piper Sandler.
Where is David Truhlar, Cfa based?
David Truhlar, Cfa is based in Greater Houston, United States, United States while working with Piper Sandler.
What companies has David Truhlar, Cfa worked for?
David Truhlar, Cfa has worked for Piper Sandler, Agile Fund Solutions, and Invesco Us.
How can I contact David Truhlar, Cfa?
You can use AeroLeads to view verified contact signals for David Truhlar, Cfa at Piper Sandler, including work email, phone, and LinkedIn data when available.
What schools did David Truhlar, Cfa attend?
David Truhlar, Cfa holds Mba Candidate from Rice Business - Jones Graduate School Of Business.
What skills is David Truhlar, Cfa known for?
David Truhlar, Cfa is listed with skills including Customer Service, Retail, Sales, Microsoft Word, Powerpoint, Microsoft Excel, and Teamwork.
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