David Gunsallus work email
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I've been managing the personal and business funds/assets/projects of a very high net worth family in Colorado for the past six+ years. Prior to that, I spent five years in the financial services and credit analysis world of TD Bank.I own a coffee shop with my wife and we are also partners in a co-manufacturing canning company in the Boulder, CO area. We also own and manage a rental property next to our house. We have an adorable son that recently turned one. I am very excited about what the future holds. It has been a truly blessed life thus far.
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CfoDj Foray Lllp (Family Office) Feb 2019 - Present- Manage finances and conduct internal accounting for a collection of real estate LLC's and corporations all sharing arms-length ownership. Assets include NNN commercial, residential, development, co-working, storage and oil/gas/mineral real estate in Colorado and Idaho. Total assets: $70MM+ / Annual operating revenues: $3MM+ -Produce financial statements and keep company books. Work with tax preparers to produce required 1065's, 1120s's, and 1040's.- Satisfy requirements of financial institution partners and coordinate financing for projects as needed.- Handle day-to-day financial analysis and management as required across LLC's and corporations.- Manage projections and implementations of cash flow across banking partners and accounts.- Manage payrolls for the four entities with regular employees.- Act as CFO for the internally owned construction company that we use to build our in-house projects.
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Finance ManagerDj Foray Lllp (Family Office) Jul 2018 - Feb 2019
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Member And Finance ManagerQuantum Canning Jan 2023 - PresentWe service clients looking to can proprietary beverages between 1,000 and 75,000 gallons a month. (Customers purchase and deliver cans and ingredients to our facility - or we procure these items as a service to our customers)-Batch, carbonate, pasteurize and can beverages based on customer specifications. (As a service we also offer beverage formulation through our lab partnerships)-Palletize and coordinate beverage pickup by client.We are a full service provider for brands looking to get started, for established businesses looking for a great co-manufacturer to fulfill orders, or for anyone looking to test the market. We've filled and delivered millions of cans during the first 22 months of operating.+ I act as internal financial controller and keep the companies accounting + I work with tax preparer to make sure our 1065 is correct and filed timely+ I manage investor relations and communication of financial results -
OwnerSandψ'S Coffee And Tea Llc Oct 2020 - PresentMy wife and I built and own a coffee shop in Longmont CO. The shop also doubles as a waypoint for time travelers, magicians and adventurers. 2130 Mountain View Ave Suite 302, Longmont CO, 80501
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Rental Property OwnerAirbnb Host Jul 2024 - PresentOwn and operate a short term rental unit through AirBnb. Provides cash flow and tax benefits!
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Commericial Credit AnalystTd Aug 2016 - Sep 2017Toronto, Ontario, Ca• Oversaw and managed loan portfolio with commitments of $25MM.• Underwrote new debt for commercial clients. Worked with relationship managers to build business and make loan decisions.• Conducted annual reviews of outstanding commercial loans offering guidance to bank and borrowers for high risk situations. • Analyzed borrower financial statements and tax returns to test borrower adherence to loan covenants.• Rated the likelihood of borrower default based on risk analytics from financial statements and tax returns. -
Financial Services RepresentativeTd Jun 2012 - Aug 2016Toronto, Ontario, Ca• Built and fostered long term account relationships with thousands of existing and prospective bank clients.• Fielded loan and mortgage inquiries ultimately leading to origination of $5MM+ in loans and mortgages from application to close. • Sold annuity and life insurance contracts through bank affiliated vendors originating over $1MM+ of premium. • Provided managerial overrides for large currency transactions to ensure branch operations were consistent with bank policy.• #1 sales revenue producer in Northern New England Q1 + Q2 FY 2016 • #1 TD Private Client Wealth LLC partner for money moved to TD Wealth investment platform in VT FY 2015 • #1 TD Private Client Wealth LLC partner for revenues created from mortgages in VT FY 2014 • #1 sales revenue producer from sales of investment products in Northern VT FY 2013 • Recipient of TD Bank Guardian Angel award 2014• TD Bank FSR WOW award 2013 Q3
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Financial RepresentativeNorthwestern Mutual Jan 2012 - Jun 2012Milwaukee, Wi, Us• Built tailored strategies with clients to manage risk as well accumulate, preserve and distribute wealth.• Acted as an exclusive distributor of Northwestern Mutual Financial Group insurance and annuity products.
David Gunsallus Skills
David Gunsallus Education Details
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University Of VermontBusiness Administration; Finance Focus. Mathematics Minor -
Chs
Frequently Asked Questions about David Gunsallus
What company does David Gunsallus work for?
David Gunsallus works for Quantum Canning
What is David Gunsallus's role at the current company?
David Gunsallus's current role is Fortune Teller.
What is David Gunsallus's email address?
David Gunsallus's email address is david.gunsallus@td.com
What is David Gunsallus's direct phone number?
David Gunsallus's direct phone number is +120399*****
What schools did David Gunsallus attend?
David Gunsallus attended University Of Vermont, Chs.
What are some of David Gunsallus's interests?
David Gunsallus has interest in Tinkering, Learning, Reviewing Financial Statements, Reading, Ski Touring, History, Playing Cards, Rock Climbing, Listening, Finance.
What skills is David Gunsallus known for?
David Gunsallus has skills like Microsoft Excel, Access, Databases, Finance, Customer Service, Customer Satisfaction, Customer Engagement, Econometrics, Economic Research, Entrepreneurship, Economics, Economic Modeling.
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