David Stephen Dallal Email and Phone Number
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BUILDING THE FOUNDATION FOR ACHIEVING PROFITABLE GROWTH IN RAPIDLY CHANGING BUSINESS ENVIRONMENTSAs a Chief Financial Officer, I drive profitable growth by driving efficiencies across all areas of business operations in dynamic, high growth environments.My background includes senior roles leading critical business initiatives across multiple states and facilities, and diverse industries. In these roles I’ve analyzed inefficiencies to identify opportunities to achieve aggressive goals. I’ve successfully grown revenues of First Allied Securities by millions of dollars through organic growth and acquisitions, as well as negotiated the sale of the firm and a sister company to Wells Fargo and Company. I’ve also vastly improved processes and productivity while significantly reducing cost by developing automated processes, enabling the recruitment of top talent. I’m known as a strategic, hands-on leader who fuels organizational performance through focused leadership and by building accountable cultures. I leverage these capabilities to stimulate robust growth and sustainable profitability. Additional Competencies:♦ P&L Management/Executive Leadership ♦ Organizational Transformation and Turnaround♦ Cross-Functional Operations Management♦ Mergers and Acquisitions/Due Diligence♦ Culture Development/Accountability Enhancement♦ Business Start-up, Expansion and Growth♦ High-Level Contract Negotiations ♦ Systems/Controls Development and Implementation♦ Strategic Planning and Tactical Execution♦ Business Process Improvement and Automation♦ Revenue and Profit Optimization♦ Technology Platform Development and Upgrade♦ Cost Reduction Strategies and Expense Control♦ Financial and Management Reporting
Curaleaf
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Senior Manager Financial Planning AnalysisCuraleaf May 2024 - PresentNew York, New York, Us -
Chief Financial Officer & Managing DirectorTorrey Holistics 2017 - PresentSan Diego, California, UsSuccessfully 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. -
Chief Strategy OfficerAldridge Pite, Llp 2015 - 2017Atlanta, Ga, UsRetained 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. -
Chief Financial Officer – Pite Duncan, LlpPite Duncan, Llp 2009 - 2015Recruited 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. -
Chief Financial OfficerBodywear Boutique 2003 - 2009San Diego, Ca, UsLed 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. -
Chief Financial OfficerFirst Allied Securities, Inc. 1999 - 2003San Diego, Ca, UsAccountable 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. -
PresidentWestern Securities Clearing Corporation 1999 - 2003Managed 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.
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Senior Financial Analyst – Financial Systems ConsultantLpl Financial 1997 - 1999San Diego, Ca, Us1997– 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. -
Chief Financial OfficerCause + Effect Productions 1994 - 1997New York, New York, UsOversaw 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. -
Financial Analyst-Assistant Asset ManagerConam Management Corporation 1993 - 1994San Diego, Ca, UsDeveloped / 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.
David Stephen Dallal Skills
David Stephen Dallal Education Details
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San Diego State UniversityGeneral -
Tulane UniversityGeneral
Frequently Asked Questions about David Stephen Dallal
What company does David Stephen Dallal work for?
David Stephen Dallal works for Curaleaf
What is David Stephen Dallal's role at the current company?
David Stephen Dallal's current role is Chief Financial Officer (CFO) | Driving Profitable Growth thru Strategic Leadership & Optimizing People and Processes.
What is David Stephen Dallal's email address?
David Stephen Dallal's email address is da****@****orp.com
What is David Stephen Dallal's direct phone number?
David Stephen Dallal's direct phone number is (619) 702*****
What schools did David Stephen Dallal attend?
David Stephen Dallal attended San Diego State University, Tulane University.
What skills is David Stephen Dallal known for?
David Stephen Dallal has skills like Mergers And Acquisitions, Strategy, Due Diligence, Corporate Finance, Start Ups, Finance, Business Strategy, Strategic Planning, Business Planning, Financial Analysis, Accountability, Financial Accounting.
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