David Wetherell, Cfa Email and Phone Number
David Wetherell, Cfa work email
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David Wetherell, Cfa personal email
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Accomplished and versatile senior leader with a strong background in organizational management, strategic planning, FP&A, professional development, and data analysis within military and financial asset management environments. Active TS/SCI Clearance and CFA charterholder with success in investment management and military operations.Having held simultaneous roles in both investment and military operations, I possess a unique ability to move comfortably and effectively between big-picture needs and strategic details. My background offers expertise in program and project management, operational resources integration, and planning and executing strategies in high-stress, schedule-constrained environments. As a fully-engaged servant leader, I build collaborative, innovative teams that are truly empowered. I work to build powerful teams that operate together to solve complex problems and deliver profound results. I love getting my hands dirty and learning new techniques from my teammates!I actively cultivate innovative solutions while developing leaders that deliver outstanding results. I am solutions-focused, with a strong problem-solving approach to work while displaying the ability to think outside the box when resolving complex issues.
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Air National GuardMadison, Al, Us -
Operations Project ManagerFrontier Technology Dec 2022 - PresentBeavercreek, Ohio, Us -
Intelligence, Surveillance, And Reconnaissance (Isr) Operations Flight CommanderAir National Guard Jun 2020 - PresentHorsham, Pennsylvania, UsActive Security Clearance: Top Secret/Sensitive Compartmentalized Information (TS/SCI) -
Deputy Director A5/9, Plans & Requirements/Strategic Plans, Programs, Analysis & AssessmentAir National Guard Apr 2017 - Jun 2020Horsham, Pennsylvania, UsInform strategic decision-making with objective studies, analyses, assessments, and lessons learnedLead efforts to enhance force readiness and effectiveness by contributing to improvements in organization, training, leadership and education, and policyManage and direct team-oriented data collection, analysis, and reporting -
Budget Officer, Air Force Forces (Affor) StaffAir National Guard Sep 2009 - Apr 2017Horsham, Pennsylvania, UsCommander's advisor on matters of fiscal law and funding -
Portfolio ManagerOberweis Asset Management, Inc. Oct 2017 - Jun 2020Lead investment and research teams. Direct acquisition, integration, and application of new/existing systems. Report to Executive Team and Board of Directors, conduct organizational strategic planning, operational planning and budgeting, draft investment policies, and develop procedural controls. Manage cross-functional team integration, investment team hiring and professional development, Product expert for Marketing and Sales efforts. -
Portfolio ManagerCozad Asset Management, Inc Jun 2007 - Oct 2017Champaign, Illinois, Us -
Staff Sergeant/Platoon SergeantArmy National Guard Dec 2000 - Sep 2009Arlington, Virginia, UsDeveloped, organized & executed convoy security & supply missions throughout IraqAnalyzed combat missions & training in order to improve processes & achieve desired outcomesConducted briefings & training during OIF II involving both superiors & subordinatesMentored & developed soldiers during war and peacetime operationsDeveloped quarterly company training plansCoordinated with senior leadership to ensure efficient, successful execution of assigned missions Managed platoon workflow, including task delegation & follow up Ensured clear & precise communication throughout chain of command
David Wetherell, Cfa Skills
David Wetherell, Cfa Education Details
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Usaf Air Command And Staff CollegeLeadership And Operational Art -
Gies College Of Business - University Of Illinois Urbana-ChampaignFinance -
Gies College Of Business - University Of Illinois Urbana-ChampaignFinance -
Academy Of Military Science
Frequently Asked Questions about David Wetherell, Cfa
What company does David Wetherell, Cfa work for?
David Wetherell, Cfa works for Air National Guard
What is David Wetherell, Cfa's role at the current company?
David Wetherell, Cfa's current role is Strategic Analysis, Operations & Finance | Active TS/SCI Clearance.
What is David Wetherell, Cfa's email address?
David Wetherell, Cfa's email address is da****@****ail.com
What schools did David Wetherell, Cfa attend?
David Wetherell, Cfa attended Usaf Air Command And Staff College, Gies College Of Business - University Of Illinois Urbana-Champaign, Gies College Of Business - University Of Illinois Urbana-Champaign, Academy Of Military Science.
What are some of David Wetherell, Cfa's interests?
David Wetherell, Cfa has interest in Education.
What skills is David Wetherell, Cfa known for?
David Wetherell, Cfa has skills like Analysis, Finance, Data Analysis, Asset Allocation, Leadership, Management, Valuation, Economics, Financial Analysis, Training, Strategic Planning.
Who are David Wetherell, Cfa's colleagues?
David Wetherell, Cfa's colleagues are Colin King, Steven Roman Medina, Jeremiah Stewart, Drew Bowers, Nicole Patrick, Alec Woodard, Joe Skidmore.
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