David Stephen Dallal Email & Phone Number

New York, New York, Us

San Diego, California, Us

Successfully developed and implemented procedures, controls and efficiencies in purchasing, accounting, inventory management and compliance. Won two licenses (Chula Vista & Oxnard) by excelling in each municipalities merit based application process. Torrey Holistics was the first cannabis retailer in California to be granted approval to sell recreational cannabis.

Atlanta, Ga, Us

Retained for this new position following Pite Duncan’s merger into firm in 2015. Focus on developing and executing strategies to improve operations, maintain growth, and increase profitability. Work across business units in establishing plans, deliverables and objectives to achieve goals. Identify new opportunities for business expansion. Successfully executed the merger with Pite Duncan, significantly expanding firm’s footprint and revenues.

Recruited to maintain aggressive growth after financial collapse of 2008. Oversaw multiple functional areas; led process improvements and negotiations, growing the bottom line by millions of dollars through cost savings and incremental revenues. Facilitated expansion across multiple states and facilities to accommodate aggressive growth. Secured millions of dollars of cost savings by automating online database searches and developing process automation procedures. Generated significant revenue through renegotiating a vendor contract, and securing payments from a vendor through establishing controls. Negotiated settlement / orchestrated separation from back-office systems provider; led the takeover of this multimillion-dollar foreclosure operation. Created measures for attorneys and staff which stimulated an increase in attorney productivity. Key role in negotiating merger with Aldridge Connors, LLP.

San Diego, Ca, Us

Led strategy to build and grow this retail / internet start-up from inception. Oversaw negotiations, design and construction of several retail stores; built online retail presence and coordinated offshore production. Developed ecommerce website; integrated with retail store inventory, and implemented SEO strategies which increased traffic. Grew business from zero to $3.5M in sales.

San Diego, Ca, Us

Accountable for commission and corporate accounting, risk management and regulatory compliance for this independent financial services firm. Focused on maintaining profitability during extremely challenging time for the industry.Key role in developing and implementing novel internet platform / tool for recruiting top-level talent which improved efficiencies, and reduced costs. Grew revenues by >$70M+ through organic growth and acquisitions. Mitigated risk from trading and fraud through implementing effective risk management procedures. Implemented systems and controls to accurately compensate 450 representatives through commissions received from multiple clearing firms and 200 direct providers.Negotiated firm’s successful sale to Wells Fargo, and sale of sister company, Western Securities Clearing.

Managed overall operations for this intermediary securities correspondent clearing firm concurrently with role as CFO at First Allied Securities. Seamlessly integrated joint back-office structure supporting correspondents and First Allied independent representatives. Grew revenue by $2M by successfully recruiting correspondents.

San Diego, Ca, Us

1997– 1999 (Employee)1997 – 1997 (Consultant)Managed budgeting, profitability enhancement, business analysis and financial reporting for this leader in independent full service financial services. Created / implemented / directed corporate-wide budgeting and cost control process across multiple divisions and >40 cost centers. Supervised accounting and cash management processes. Developed standardized quarterly management reporting process informing senior management of divisional performance and profitability. Analyzed the feasibility of new business opportunities.

New York, New York, Us

Oversaw day-to-day financial operations for this media development startup. Developed consumer video, from concept to completion, for the pet industry. Video was sold at major retailers. Created Instructional bi-lingual videos and graphics for regional school district in CA.

San Diego, Ca, Us

Developed / analyzed financial models to evaluate acquisitions, development and management of multifamily residential and commercial properties for this real estate and management firm. Specialized in all aspects of the commercial real estate holdings. Created investor presentations facilitating the flow of large amounts of capital for projects. Performed workouts resulting in >$25M in conventional and CHFA financing.

Master Of Business Administration (M.B.A.), Finance, General

Bachelor Of Science (B.S.), Finance, General