David White Cpa Ca Cfa Email & Phone Number

Passionate Board Past Chair of an industry association leading by collaboration and advancement of industry initiatives across all types and sizes of mortgage lenders.Trusted senior advisor to the shareholder group, Board of Directors, and senior management team of a rapidly-growing Canadian bank on all securitization initiatives and strategies.Past mortgage funding and securitization leader at a preeminent Canadian asset and wealth management firm. Accountable for broadening and deepening funding channels and sources to position distribution and origination for future growth, greater profitability and consistent levels of risk.Seasoned corporate treasury leader across asset management, banking, and insurance. Experienced in managing global banking relationships, leading capital markets issuances, wholesale funding transactions and the negotiation of corporate credit facilities. Extensive strategy, corporate development, and business valuation background and expertise, with senior-level involvement in some of Canada's highest-profile financial services M&A transactions.Specialties: Board leadership, structured finance, negotiation of definitive agreements, Board and C-Suite planning and reporting, capital markets issuances, leadership of virtual teams, OSFI capital requirements, business unit CFO oversight, industry stakeholder policy development.

Listed skills include Investments, Risk Management, Financial Analysis, Retirement Planning, and 28 others.

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  Head Of Capital Markets

  Haventree Bank

  Apr 2024 - Present - Toronto, Ontario, Canada

  Lead all securitization programs and activities and broader funding development initiatives at Haventree Bank. Responsible for rating agency relationships, corporate credit facilities and funding cost optimization.