Dave Willson work email
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Dave Willson personal email
Dave Willson phone numbers
I have 20 years of experience in accounting, banking, and financial advisory services and a whole bunch of education to make sure I know what I'm talking about.
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FounderLevelupProvo, Ut, Us -
FounderLevelup Mar 2024 - PresentProvo, Ut, Us -
Strategic AdvisorProvencfo Dec 2023 - Mar 2024Provo, Ut, Us -
Founder, CfoProvencfo Jul 2017 - Dec 2023Provo, Ut, Us• Provide managerial & financial accounting services to SME's • Clients include PE Funds, Family Offices, and Portfolio Companies • Facilitate ABL, Working Capital, CRE financial transactions for ProvenCFO clients
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Cfo/CtoYaygood Aug 2018 - Sep 2019 -
CfoMom And Popcorn Sep 2014 - Nov 2018• Completed successful exit November 2018 • Built diverse revenue streams utilizing existing product offering• Grew Annual revenues 2.5x within 24 months of acquisition. -
Founder, CfoRockfund Sep 2016 - Apr 2017Mckinney, Tx, Us• Building the future of CRE finance. -
Founder, CeoZenkeep Jan 2014 - Dec 2016Mckinney, Tx, Us• Completed successful exit October 2016• Launched a tech-focused bookkeeping and consulting firm. • Provide CFO level services for 60+ clients on a monthly basis. -
Financial AdvisorMorgan Stanley Nov 2012 - Mar 2014New York, Ny, Us• Financial advisor to high net worth families & SMB principals • Platinum Service Group member within MS Private Bank based on volume -
ControllerNorthpark Management Company Sep 2011 - Mar 2013Dallas, Tx, Us• Software implementation with Commercial Management in MRI software to calculate annual tenant CAM and TAX recoveries.• Switched accounting solution to Saas environment to ensure data integrity, security, and allow ease of access across multiple workstations. -
Registered RepresentativeSammons Financial Group Mar 2012 - Oct 2012West Des Moines, Iowa, UsSecurities offered through Sammons Securities Company, member FINRA and SIPC -
Cfo & ControllerBlackard Mar 2011 - Oct 2011Mckinney, Us• Negotiate with Lender to restructure commercial bank debt and cancel proprietors’ personal guarantees.• Work closely with proprietor, partners, attorneys, investors and buyers to sell millions of dollars in company assets. Amount of unloaded debt totaled well over $26,000,000. -
Cfo & ControllerRenoak Sep 2007 - Apr 2011• Brokered/Advised on $250MM+ residential/commercial debt transactions• Developed expertise in SBA products & ABL
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Home Loan ConsultantCountrywide Home Loans Jun 2005 - Sep 2007Charlotte, Nc, Us• Worked as Junior Home Loan Consultant to #1 loan originator award in NorCal and #10 in the US residential retail markets• Assisted Senior Home Loan Consultant to Funded $400MM+ in residential 'A' jumbo/super-jumbo products -
Assistant ControllerUtah College Of Massage Therapy Mar 2005 - Jun 2005Us• Effectively and accurately corrected issues with bank reconciliations for main company and subsidiary companies. Resulted in unqualified opinion from audit company• Restructured Fixed Asset Ledger for company and implemented new process to ensure maintenance of FA Ledger -
Bookstore Manager/Financial AnalystLds Business College Sep 2001 - Mar 2005Salt Lake City, Utah, Us• Executed detailed monthly analytical review of all departments and areas for budget compliance.• Operated under VP of Finance to consistently receive an unqualified opinion in annual financial audit
Dave Willson Skills
Dave Willson Education Details
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Saïd Business School, University Of OxfordEntrepreneurship: Venture Finance Programme -
Naveen Jindal School Of Management, Ut DallasAccounting & Information Management
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Capella UniversityStrategy And Innovation
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University Of Utah - David Eccles School Of BusinessAccounting
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Ensign CollegeAccounting & Business
Frequently Asked Questions about Dave Willson
What company does Dave Willson work for?
Dave Willson works for Levelup
What is Dave Willson's role at the current company?
Dave Willson's current role is Founder.
What is Dave Willson's email address?
Dave Willson's email address is da****@****oak.com
What is Dave Willson's direct phone number?
Dave Willson's direct phone number is +121457*****
What schools did Dave Willson attend?
Dave Willson attended Saïd Business School, University Of Oxford, Naveen Jindal School Of Management, Ut Dallas, Capella University, University Of Utah - David Eccles School Of Business, Ensign College.
What are some of Dave Willson's interests?
Dave Willson has interest in Children, Operational Organization, Entrepreneurship, Economic Empowerment, System Implementation, Education, Surfing, Science And Technology, Bodyboarding, Html And Css Coding.
What skills is Dave Willson known for?
Dave Willson has skills like Finance, Financial Analysis, Leadership, Accounting, Forecasting, Management, Budgets, Banking, Strategic Planning, Strategy, Payroll, Analysis.
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