David Adam

David Adam Email and Phone Number

Financial Consultant & Non-Profit Leader @ Argentarii Advisors, LLC
David Adam's Location
Franklin, Wisconsin, United States, United States
David Adam's Contact Details

David Adam personal email

n/a
About David Adam

Forward-thinking, creative financial professional who plays an active leadership role in non-profits (currently in conservation and archaeology) and in mentoring start-ups. Financial expertise includes investments, funding, capital transactions, insurance, risk, asset-liability management, profitability & pricing studies and special projects. Experienced speaker at board and investment committees. Strives to meld financial acumen with strategic thinking and creative problem solving to provide both context and perspective, working with teams to collaboratively address real-world issues.

David Adam's Current Company Details
Argentarii Advisors, LLC

Argentarii Advisors, Llc

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Financial Consultant & Non-Profit Leader
David Adam Work Experience Details
  • Argentarii Advisors, Llc
    President
    Argentarii Advisors, Llc Dec 2022 - Present
    Franklin, Wisconsin, Us
    Boutique financial consulting firm that works on short-term engagements or on retainer, partnering with clients to develop and deliver on actionable insights into their business operations and goals.
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  • Johnson Financial Group
    Various Roles Including 11 Years As Svp-Finance & Treasurer
    Johnson Financial Group Jul 1998 - Dec 2022
    Racine, Wi, Us
    Responsible for all Corporate Treasury functions within JFG. This includes the investment portfolio, asset/liability management, liquidity management, whole bank stress testing, insurance (corporate, Bank-Owned Life and captives), wholesale funding, deposit and loan pricing and relationship profitability analysis. Has previously managed the Financial Planning team responsible for forecasting/budgeting and planning initiatives for the bank, wealth and insurance functions. Experienced in risk management, pension fund administration, capital generation and special projects.
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  • Fhlbank Chicago
    Chair Of Member Advisory Committee
    Fhlbank Chicago Jan 2015 - Aug 2021
    With great assistance from FHLB Staff and Vice Chair Hammad Pirzada, leads an advisory board of 16-20 generally moderate to large community banks representing the FHLB-Chicago banking members in providing advice, new product and service suggestions and serving as a sounding board for ideas to better the FHLB-member relationship.
  • Advantage Bank
    Svp-Information Systems
    Advantage Bank Aug 1988 - May 1998
    Led a team responsible for the information technologies at a $1 billion bank. This included WAN/LAN and telephony; PC and server hardware, software and related security; as well as business side systems and software review. Implemented one of the first LAN-based E-mail systems (an early gen of Groupwise) in the state in the early 1990's. Earlier in tenure, aided the CFO in managing the financial operations while overseeing the IT function.

David Adam Skills

Investments Banking Cash Management Financial Analysis Funding Portfolio Management Lines Of Credit Treasury Management Debt Insurance Regulatory Affairs Capital Raising Capital Projects Pension Administration Non Profit Leadership Commercial Banking Commercial Lending Credit Finance Loans Management Credit Analysis Risk Management Alm

David Adam Education Details

  • University Of Leicester
    University Of Leicester
    Archaeology Focus-Classical Mediterranean
  • Lubar College Of Business
    Lubar College Of Business
    Finance
  • University Of Wisconsin-Whitewater
    University Of Wisconsin-Whitewater
    Accounting
  • Columbus High School
    Columbus High School
    Diploma

Frequently Asked Questions about David Adam

What company does David Adam work for?

David Adam works for Argentarii Advisors, Llc

What is David Adam's role at the current company?

David Adam's current role is Financial Consultant & Non-Profit Leader.

What is David Adam's email address?

David Adam's email address is da****@****ank.com

What schools did David Adam attend?

David Adam attended University Of Leicester, Lubar College Of Business, University Of Wisconsin-Whitewater, Columbus High School.

What are some of David Adam's interests?

David Adam has interest in Family, Social Services, Children, Economic Empowerment, Archaeology, Environment, Education, Poverty Alleviation, Fitness, Arts And Culture.

What skills is David Adam known for?

David Adam has skills like Investments, Banking, Cash Management, Financial Analysis, Funding, Portfolio Management, Lines Of Credit, Treasury Management, Debt, Insurance, Regulatory Affairs, Capital Raising.

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