AeroLeads people directory · profile
Dave Willson Email & Phone Number
Founder
at
Levelup
1 work email found
@renoak.com
11 phones found area 214, 469, 972, and 801
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Who is Dave Willson? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dave Willson is listed as Founder at Levelup, based in Provo, Utah, United States. AeroLeads shows a work email signal at renoak.com, phone signal with area code 214, 469, 972, 801, and a matched LinkedIn profile for Dave Willson.
Dave Willson previously worked as Strategic Advisor at Provencfo and Founder, CFO at Provencfo. Dave Willson holds Executive Education, Entrepreneurship: Venture Finance Programme from Saïd Business School, University Of Oxford.
Company email context
Email format at Levelup
This section adds company-level context without repeating Dave Willson's masked contact details.
*@renoak.com
68% confidence
AeroLeads found 1 current-domain work email signal for Dave Willson. Compare company email patterns before reaching out.
Profile bio
About Dave Willson
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.
Listed skills include Finance, Financial Analysis, Leadership, Accounting, and 22 others.
Current workplace
Dave Willson's current company
Company context helps verify the profile and gives searchers a useful next step.
16 roles
Dave Willson work experience
A career timeline built from the work history available for this profile.
Founder
Strategic Advisor
Dec 2023 - Mar 2024
Founder, Cfo
• 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
Jul 2017 - Dec 2023
Cfo/Cto
Aug 2018 - Sep 2019
Cfo
• Completed successful exit November 2018 • Built diverse revenue streams utilizing existing product offering• Grew Annual revenues 2.5x within 24 months of acquisition.
Sep 2014 - Nov 2018
Sep 2016 - Apr 2017
Founder, Ceo
• Completed successful exit October 2016• Launched a tech-focused bookkeeping and consulting firm. • Provide CFO level services for 60+ clients on a monthly basis.
Jan 2014 - Dec 2016
Financial Advisor
• Financial advisor to high net worth families & SMB principals • Platinum Service Group member within MS Private Bank based on volume
Nov 2012 - Mar 2014
Controller
• 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.
Sep 2011 - Mar 2013
Registered Representative
Securities offered through Sammons Securities Company, member FINRA and SIPC
Mar 2012 - Oct 2012
Cfo & Controller
• 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.
Mar 2011 - Oct 2011
Cfo & Controller
Renoak
• Brokered/Advised on $250MM+ residential/commercial debt transactions• Developed expertise in SBA products & ABL
Sep 2007 - Apr 2011
Home Loan Consultant
• 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
Jun 2005 - Sep 2007
Assistant Controller
• 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
Mar 2005 - Jun 2005
Bookstore Manager/Financial Analyst
• 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
Sep 2001 - Mar 2005
5 education records
Dave Willson education
Executive Education, Entrepreneurship: Venture Finance Programme
Saïd Business School, University Of Oxford
Ms, Accounting & Information Management
Naveen Jindal School Of Management, Ut Dallas
Doctor Of Science, Business Administration, Strategy And Innovation
Capella University
Bs, Accounting
University Of Utah - David Eccles School Of Business
As, Accounting & Business
Ensign College
FAQ
Frequently asked questions about Dave Willson
Quick answers generated from the profile data available on this page.
What company does Dave Willson work for?
Dave Willson works for Levelup.
What is Dave Willson's role at Levelup?
Dave Willson is listed as Founder at Levelup.
What is Dave Willson's email address?
AeroLeads has found 1 work email signal at @renoak.com for Dave Willson at Levelup.
What is Dave Willson's phone number?
AeroLeads has found 11 phone signal(s) with area code 214, 469, 972, 801 for Dave Willson at Levelup.
Where is Dave Willson based?
Dave Willson is based in Provo, Utah, United States while working with Levelup.
What companies has Dave Willson worked for?
Dave Willson has worked for Levelup, Provencfo, Yaygood, Mom And Popcorn, and Rockfund.
How can I contact Dave Willson?
You can use AeroLeads to view verified contact signals for Dave Willson at Levelup, including work email, phone, and LinkedIn data when available.
What schools did Dave Willson attend?
Dave Willson holds Executive Education, Entrepreneurship: Venture Finance Programme from Saïd Business School, University Of Oxford.
What skills is Dave Willson known for?
Dave Willson is listed with skills including Finance, Financial Analysis, Leadership, Accounting, Forecasting, Management, Budgets, and Banking.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial