Founder
Cornerstone Financial Optimization Strategies, Llc
AeroLeads people directory · profile
David O'Brien Email & Phone Number
1 work email found
@rti.org
2 phones found area 130 and 301
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder
Location
Wake Forest, North Carolina, United States
Who is David O'Brien? Overview
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Quick answer
David O'Brien is listed as Founder at Cornerstone Financial Optimization Strategies, LLC, based in Wake Forest, North Carolina, United States. AeroLeads shows a work email signal at rti.org, phone signal with area code 130, 301, and a matched LinkedIn profile for David O'Brien.
David O'Brien previously worked as Chief Financial Officer at Autocruitment and Chief Financial Officer at Medpharm Ltd. David O'Brien holds Master Of Business Administration (Mba), Finance, General from Bryant University.
Company email context
Email format at Cornerstone Financial Optimization Strategies, LLC
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{first_initial}{last}@rti.org
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AeroLeads found 1 current-domain work email signal for David O'Brien. Compare company email patterns before reaching out.
Profile bio
About David O'Brien
David O'Brien is a Founder at Cornerstone Financial Optimization Strategies, LLC. He possess expertise in financial analysis, internal controls, sarbanes oxley act, financial reporting, managerial finance and 7 more skills.
Listed skills include Financial Analysis, Internal Controls, Sarbanes Oxley Act, Financial Reporting, and 8 others.
Current workplace
David O'Brien's current company
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Cornerstone Financial Optimization Strategies, Llc
AeroLeads page
14 roles
David O'Brien work experience
A career timeline built from the work history available for this profile.
Chief Financial Officer
Current
Jul 2023 - Present
Chief Financial Officer
Dec 2019 - Jul 2023
Cfo - Us Operations
Mar 2019 - Dec 2019
Vp Finance
Dec 2017 - Feb 2019
Vp Corporate Controller
Nov 2016 - Nov 2017
Senior Vice President & Corporate Controller
- Responsible for the proper accounting for all financial transactions across the institute. This includes establishing clear & concise accounting policies and procedures, the maintenance of a robust and effective.
- Reorganized the Controller’s Office team to ensure that we had the technical and professional leaders in place to provide the leadership, scalability and sustainability to support the Institute.
- Led a major upgrade to our accounting infrastructure to ensure that our system environment was providing the Institute with the appropriate financial capabilities to support our continued growth domestically and.
- Led the effort to re-compete and ultimately switch external accounting firms. Successfully completed the transition and we now have a firm in place to better support our future growth initiatives.
Mar 2014 - Nov 2016
Vp Corporate Accounting
- Responsible for the technical and transactional accounting activities across the institute. This includes the General Ledger team, Billing, Revenue Recognition, Contract Closeout, Accounts Payable, T&E, Payroll, Global.
- Implementation of our Regional Controller model to support our field based finance teams
- Establishing a routine reporting structure to provide increased visibility to field office financial performance. This reporting structure provided the framework to significantly improve our overall accounting quality.
- Led the effort to design and implement a global payment platform via cross border accounts with our leading international banking partner
- Create a monthly reporting routine of accounting operations that compared our monthly processing performance versus negotiated service level agreements and external benchmarks
Dec 2010 - Feb 2014
Senior Director - International Accounting
Responsible for the accounting operations of our international project offices where we are active in over 75 project offices, across more than 40 countries, processing in excess of $90 million dollars annually. Led the initiative to design and deploy Quickbooks to all of our international project offices during 2010. The initiative integrated Quickbooks.
Mar 2009 - Dec 2010
Director - Internal Controls
Responsible for the implementation of a Sarbanes-Oxley like internal controls program for the institute. Led a combination of internal and external resources to document, test, remediate and validate the effectiveness of our internal control environment. Coordinated all project related communication from Audit Committee and the Executive Leadership Team.
Feb 2007 - Feb 2009
Director - Sses Financial Analysis Office
Feb 2005 - Jan 2007
Assistant Corporate Controller
Jan 2003 - Jan 2005
Financial Controller - Micro Optics
Jan 2000 - Jan 2003
Manager - Financial Planning & Analysis
Mar 1994 - Dec 1999
2 education records
David O'Brien education
Master Of Business Administration (Mba), Finance, General
Bryant University
Bachelor Of Science (Bs), Business Administration And Management, General
Worcester State University
FAQ
Frequently asked questions about David O'Brien
Quick answers generated from the profile data available on this page.
What company does David O'Brien work for?
David O'Brien works for Cornerstone Financial Optimization Strategies, LLC.
What is David O'Brien's role at Cornerstone Financial Optimization Strategies, LLC?
David O'Brien is listed as Founder at Cornerstone Financial Optimization Strategies, LLC.
What is David O'Brien's email address?
AeroLeads has found 1 work email signal at @rti.org for David O'Brien at Cornerstone Financial Optimization Strategies, LLC.
What is David O'Brien's phone number?
AeroLeads has found 2 phone signal(s) with area code 130, 301 for David O'Brien at Cornerstone Financial Optimization Strategies, LLC.
Where is David O'Brien based?
David O'Brien is based in Wake Forest, North Carolina, United States while working with Cornerstone Financial Optimization Strategies, LLC.
What companies has David O'Brien worked for?
David O'Brien has worked for Cornerstone Financial Optimization Strategies, Llc, Autocruitment, Medpharm Ltd, Mayne Pharma, and Rti International.
How can I contact David O'Brien?
You can use AeroLeads to view verified contact signals for David O'Brien at Cornerstone Financial Optimization Strategies, LLC, including work email, phone, and LinkedIn data when available.
What schools did David O'Brien attend?
David O'Brien holds Master Of Business Administration (Mba), Finance, General from Bryant University.
What skills is David O'Brien known for?
David O'Brien is listed with skills including Financial Analysis, Internal Controls, Sarbanes Oxley Act, Financial Reporting, Managerial Finance, Sarbanes Oxley, Auditing, and Financial Modeling.
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