David Vaughan

David Vaughan Email and Phone Number

Chief Financial Officer @ Sanctuary Wealth
Omaha, NE, US
David Vaughan's Location
Omaha, Nebraska, United States, United States
David Vaughan's Contact Details

David Vaughan personal email

n/a

David Vaughan phone numbers

About David Vaughan

With over 25 years of experience I have leveraged a passion for developing and implementing effective short and long-term strategies leading to sustainable growth and consistently strong bottom line results. I enjoy facilitating an open, professional, and friendly work environment promoting a healthy work-life balance. I am always pleased to expand my network so feel free to send me an invitation to connect.

David Vaughan's Current Company Details
Sanctuary Wealth

Sanctuary Wealth

View
Chief Financial Officer
Omaha, NE, US
David Vaughan Work Experience Details
  • Sanctuary Wealth
    Chief Financial Officer
    Sanctuary Wealth
    Omaha, Ne, Us
  • Sanctuary Wealth
    Chief Financial Officer
    Sanctuary Wealth Mar 2023 - Present
    Indianapolis, Indiana, Us
  • Axos® Clearing, A Subsidiary Of Axos Financial
    Chief Financial Officer
    Axos® Clearing, A Subsidiary Of Axos Financial Oct 2021 - Mar 2023
    Omaha, Nebraska, Us
  • Securities America Inc.
    Senior Vp, Cfo
    Securities America Inc. Sep 1994 - Oct 2021
    La Vista, Nebraska, Us
    Lead Accounting/Finance, Commission, Internal Audit, and Risk Management departments overseeing 80+ direct reports. Create valuation models for M&A targets, implementing a due diligence process to identify best fits for growth opportunities. Develop annual budget and lead financial reporting and variance analysis functions. Accountable for maintaining gross margin and identifying opportunities to improve profitability. Ensure compliance with SOX guidelines and financial reporting principles including implementation of new accounting standards and proper internal controls. Maintain compliance with FINRA and SEC regulatory requirements including calculation of firm’s net capital and timely filings. Manage strategic financial relationships with the firm’s banking and clearing partners.✔ Guided the firm’s implementation of a cash hedging strategy which increased profit.✔ Reduced closing cycle from 10 days to three. ✔ Developed corporate risk management programs by establishing documentation and financial guidelines and leading the firm’s Risk Management Committee.✔ Spearheaded project to upgrade and modernize back-office commission system including enhanced reporting capabilities for management and field business partners.

David Vaughan Skills

Leadership Team Building Variance Analysis Cash Management Accounting Cash Flow Mergers Financial Operations Principal Forecasting Hold Series 7 Technology Change Management Investments Communication Managerial Finance Management Accounting Finance Team Leadership Treasury Management Strategic Planning Strategy Organizational Development Financial Services Financial Accounting Consolidation Budgeting Series 27 Risk Management Leadership Development Cross Functional Team Leadership Cross Team Collaboration Pricing Strategy Change Management Financial Analysis Series 24 Fiscal Process Cost Benefit Analysis Business Strategy Management Inactive Cpa Financial Reporting Financial Statements Analytical Skills Due Diligence General Ledger Project Management Mergers And Acquisitions Securities

David Vaughan Education Details

  • University Of Nebraska At Omaha
    University Of Nebraska At Omaha
    Master Of Business Administration (Mba)
  • Creighton University'S Heider College Of Business
    Creighton University'S Heider College Of Business
    Accounting

Frequently Asked Questions about David Vaughan

What company does David Vaughan work for?

David Vaughan works for Sanctuary Wealth

What is David Vaughan's role at the current company?

David Vaughan's current role is Chief Financial Officer.

What is David Vaughan's email address?

David Vaughan's email address is da****@****ing.com

What is David Vaughan's direct phone number?

David Vaughan's direct phone number is (402)-399*****

What schools did David Vaughan attend?

David Vaughan attended University Of Nebraska At Omaha, Creighton University's Heider College Of Business.

What skills is David Vaughan known for?

David Vaughan has skills like Leadership, Team Building, Variance Analysis, Cash Management, Accounting, Cash Flow, Mergers, Financial Operations Principal, Forecasting, Hold Series 7, Technology Change Management, Investments.

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