David Grundy Email & Phone Number

9250 East Costilla Avenue Ste 450 Greenwood Village, Co 80112

I’m a financial advisor committed to helping individuals and familiesachieve their financial goals. Because when people have what they need financially, they’re able tofocus on what matters most. By equipping clients with proven tools and resources, I help thembuild a financial strategy that can get them where they want to go. I offer a holistic approach to your financial strategy including budgeting, retirement planning, brokerage accounts, life insurance, college planning, tax… Show more I’m a financial advisor committed to helping individuals and familiesachieve their financial goals. Because when people have what they need financially, they’re able tofocus on what matters most. By equipping clients with proven tools and resources, I help thembuild a financial strategy that can get them where they want to go. I offer a holistic approach to your financial strategy including budgeting, retirement planning, brokerage accounts, life insurance, college planning, tax efficiency, and more. In addition to helping you achieve your personal goals, I partner with you to make a difference in your community, supporting the causes and organizations you are passionate about. Show less

Greater Denver Area

• Managed, monitored, and evolved portfolios for three programs, multiple projects, and over 200 external sites with a total budget over $2M.• Spearheaded and directed design, development, and operations of two survey programs collecting data from individuals entering treatment for opioid use disorder; oversaw coding, quality assurance, and data analysis for over 2,000 surveys per quarter.• Mobilized and motivated multidisciplinary teams of scientists, biostatisticians, data management,… Show more • Managed, monitored, and evolved portfolios for three programs, multiple projects, and over 200 external sites with a total budget over $2M.• Spearheaded and directed design, development, and operations of two survey programs collecting data from individuals entering treatment for opioid use disorder; oversaw coding, quality assurance, and data analysis for over 2,000 surveys per quarter.• Mobilized and motivated multidisciplinary teams of scientists, biostatisticians, data management, and research personnel to achieve internal, external partner, and client strategic goals.• Originated, introduced, and optimized key process improvements that streamlined operations and saved hundreds of hours of labor annually.• Supervised personnel and program performance to accelerate project and operational success; performed detailed analyses in SPSS; validated analyses in R and SAS.• Balanced multiple tasks and projects simultaneously in a dynamic, fast-paced environment; pivoted quickly to address changing needs and priorities.• Demonstrated proficiency in Waterfall, Agile, and Lean principles and practices; cultivated a positive and productive workplace culture. Show less

Greater Denver Area

Greater Denver Area

Greater Denver Area

• Oversaw small- to large- scale projects from concept through completion to support unit operations; supervised staff and directed daily operations.• Instructed staff in policies, procedures, and client relations; explained complex duties and processes in easy-to-understand terms.• Partnered with the clinical team to create effective, highly tailored treatment plans for each client; engaged with clients to monitor progress, answer questions, and resolve concerns.

Greater San Diego Area

Master Of Arts - Ma, Applied Psychology, 3.889

Activities and Societies: Graduate Honors

Bachelor Of Science (Bs), Psychology, 3.744