David Thomson, Cfa Email & Phone Number

Saint Petersburg, FL, US

San Francisco, CA, US

Attivo Partners is a full service Finance and Accounting firm. We help founders, entrepreneurs and emerging growth companies raise capital, build business models, tackle day-to-day finance, accounting, and payroll needs, operationalize for scale, and achieve successful exits. We bring extensive experience and professionalism to every engagement and we.

Blockchain Horizons is a family office specializing in high-frequency cryptocurrency trading, market making, and yield farming. Our advanced financial modeling, proprietary algorithms and software consistently outperforms the crypto market in all conditions, while seamlessly handling the accounting and management reporting.

Houston, Texas, US

Tachyus creates technology to optimize energy production for the oil and gas industry. Upstream producers leverage our platform across more than 10,000 wells to achieve 20%+ increases in production. Tachyus’ breakthrough technology, Data Physics, combines machine learning and reservoir physics to rapidly integrate all relevant data sources in real-time to.

San Francisco, California, US

Provide CFO services to startups and early-stage growth companies in need of on-demand financial support. We help with business modeling, fundraising, negotiation, budgeting and financial management.

AlwaysOn is the leading business media brand networking the Global Silicon Valley. AO is the premier source for the analysis and prediction of top trends and top companies in the digital media, on-demand computing, and greentech industries. Just a few of the dozens of break-out companies AlwaysOn featured before they made it big include: Google.

GoingOn has developed an innovative academic social networking platform, enabling students, faculty, and administrators to more effectively connect, collaborate, and learn. We offer the first fully integrated solution for higher education that allows institutions to build an internal academic network where students and faculty can more easily share.

First finance hire, acting CFO, reporting to the President / Co-Founder in this venture-backed company. Responsible for all aspects of finance, accounting, administration and many operational issues of US and Australian subsidiary. Research and analyze potential market/industry opportunities and help on business development.

New York, NY, US

• Responsible for the financial reporting, controls (including SOX), and analysis of $3 billion annual revenue WRAP, or Managed Accounts business.
• Prepare and analyze product profitability results to aid in service bundle, pricing and compensation decisions.
• Partner with product and distribution management teams to analyze initiatives to grow revenue.
• Create revenue projections based on analysis of asset flows, client pricing and market impact.
• Analyze key metrics to identify areas of concern and lead efforts to perform ad hoc analytics to determine causes. Significant time spent on quarterly changes on Return on Billed Assets.
• Work with business managers to produce expense forecasts and identify opportunities for efficiencies, in areas such as operations, technology, compensation, and legal fees.

New York, NY, US

• Managed over $100 million budget for Global Investment Banking, Capital Markets, MLX Internet portal, Treasury, Market & Credit Risk, and Sales Technologies.
• Oversaw CTO of Global Markets & Investment Banking’s budget and Indian subsidiary.
• Previously controlled US Equity Technology $60 million annual budget for two years.
• Reduced operating budgets by over $25 million.
• Handled all ad hoc requests that came across CFO of Global Markets & Investment Banking Technology’s desk, such as regional finance and offshore development issues.
• Responsible for budgeting, forecasting, & reporting results to business and technology executives.

First finance hire, reporting directly to CEO as acting CFO. Actively involved in development of HR, marketing, PR and business development. Negotiated multi-million lines of credit with commercial banks and actively involved in fund raising.

New York, NY, US

• Analyzed and prepared studies, reports and projections relating to TIAA Investments’ Mortgage & Real Estate and Securities division portfolios through use of various information systems, software, and analysts.
• Tracked and modeled $9 billion in foreign holdings and reported foreign risk exposure on TIAA accounts.

New York, NY, US

• Counseled participants on their pension plans, tax deferred annuities, IRAs, and mutual funds and the investment options available under these programs.
• Recommend and facilitate new purchases and provide information upon which personal financial planning decisions are based.

• Bought and sold various securities for high net-worth clients’ accounts.
• Completed Series 7 & 63 exams

Mba, Finance & Management. Also Fulfilled Requirements For Marketing Major.

Bs, Finance And Information Systems, Minor In Political Science