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@westmountrc.com
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3 phones found area 214
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David Goldstein, Cpa is listed as Senior Consultant at Westmount Realty Capital, LLC, a company with 80 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at westmountrc.com, phone signal with area code 214, and a matched LinkedIn profile for David Goldstein, Cpa.
David Goldstein, Cpa previously worked as Audit Committee Chair and Board of Directors Member at Beal Bank and Business Plan Advisor at Caruth Instutute, Smu Cox School Of Business. David Goldstein, Cpa holds Mba, Corporate Finance from The Wharton School.
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AeroLeads found 1 current-domain work email signal for David Goldstein, Cpa. Compare company email patterns before reaching out.
My name is David Goldstein. I am a strategic Chief Financial Officer and CPA with more than 25 years’ experience in a wide variety of industries, and have earned both my MBA and Bachelor degrees from The Wharton School of the University of Pennsylvania.I specialize in privately held and entrepreneurial companies and have a successful track record in financial leadership, strategic plan development and execution, business growth, project management and business process improvement. I help companies resolve complex business challenges resulting in profitable and goal-aligned solutions.My broad-based experience and accomplishments include:► Evaluated and reviewed more than $12 billion in loan purchases and originations including $275 million loan for acquisitions with 6 million leasable square feet of office space; $600 million debtor-in-possession financing; $800 million for construction loans and mortgage loans funding acquisitions of world-class resorts on the Las Vegas strip.► Led development and implementation of first-time strategic plan for $750 million revenue / 2,700 employee company in the construction and building material industry, resulting in the creation of a new business model and the transition to a 100% builder client focus. Developed process to develop company goals and objectives, SWOT analyses, and strategic and financial plan. Are you a progressive, forward-thinking leader that understands the real value of Strategic Financial Leadership, who will benefit in having a proven, principle-based CFO to help you achieve your goals? My goal is to help you achieve yours.DavidPhone: 214-223-5589 Email: davidgtexas@gmail.comStrategy | Financial Analysis | Leadership | Start-ups | Business Planning | Entrepreneurship | Financial Modeling | Executive Management | Private Company | Strategic Planning | Business Process Design | Leadership Development
Listed skills include Strategy, Executive Management, Strategic Planning, Financial Analysis, and 46 others.
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A career timeline built from the work history available for this profile.
Dallas/Fort Worth Area
✪ Company Summary: Westmount Realty Capital, LLC is a US-based, privately held commercial real estate development and investment company with a proven 25-year track record across several market cycles. The company’s niche is specializing in value-added and opportunistic real estate acquisitions, with specific emphasis on industrial, office and multifamily..
Plano, TX
Founding and continuing director for Beal Bank and Beal Bank USA. The Beal Bank family of companies represent one of the largest Texas owned and managed financial institutions. The Banks consistently have high levels of capitalization, including Tier-One Risk Based Capital Ratios several times the national average of similarly sized institutions.► Audit.
Dallas, TX
► Advise students in developing robust, financially sound and strategically viable plans for entrepreneurial ventures.
Dallas, TX
► Developed financial model and coordinated Private Placement Memorandum (PPM) for initial venture capital funding.
Fort Worth, TX
CFO for entrepreneur-owned Real Estate Investment Advisory and Property Management Firm (start-up)► Improved occupancy of 184-unit Class C apartment from 55% to 90% and raised effective average rental by $28 per unit, while increasing market value 50% in one year.► Developed comprehensive projection model and conducted financial due diligence for other.
Dallas, TX
CFO for Oil and Gas Landman and Mineral Rights Leasing Company (start-up)► Built and managed systems and staff, growing company from 0 to 58 landmen in 5 weeks.► Developed in-depth financial models for purchase and financing options, leading to the leasing of 50,000 acres in 4 states, and joint interest drilling of 3 wells.
Dallas, TX
CFO for 50-person, family-owned Interior Architecture and Design Firm► Developed comprehensive cash flow and profit projection system. Reduced average line of credit balance by 20%.► Developed new time reporting and analysis system, enabling leadership to access and utilize timely and accurate information for the key driver and determinant of profitability.
Member of the National Board of Directors in leading Strategic Planning professional organization in the US.► Led National Systems Committee, which resulted in the implementation of a Membership Database and Event Registration System, which are the core systems utilized by the Association. Director of Operations for 2008 Association for Strategic Planning.
Dallas, TX
Senior Consulant in Strategy to Execution Practice of George Group business unit in Accenture.
Dallas, TX
► Led development of first-time strategic plan for $750 million / 2,700 employee company, resulting in new business model and transition to 100% builder client focus. Developed process to develop company goals and objectives, SWOT analysis, business plan, and financial impact. ► Designed, developed and implemented company intranet with a focus on process.
Dallas, TX
Owner/Operator of IT consulting firm focused on business process improvement, including web-based application development.► Developed business process applications under long-term contracts for Frito-Lay, Texas Instruments, ARCO, Sprint and Computer Sciences Corporation (CSC). ► Applications were used by large-scale teams throughout world-wide operations.
Dallas, TX
IT Consultant, Management Consulting Services Practice. ► Developed requirements and design specifications as part of an international team for an on-line audit management and electronic workpaper system.
Lewisville, TX
Corporate Controller for rapidly growing entrepreneurial retail service company with 160 locations in 35 states.► Reduced monthly closing cycle by 70%.► Developed comprehensive financial projection model, resulting inincreaed lines of credit.► Improved efficiency throughout accounting function, enabling same staff to handle 40% increase in business volume.
Dallas, TX
CPA and Staff Auditor for audits of clients including Texas Instruments and Mobil Oil.
Other employees you can reach at westmountrc.com. View company contacts for 80 employees →
Gannon Brown
Colleague at Westmount Realty Capital, LlcDallas-Fort Worth Metroplex, United States
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Vanasjza Casey
Colleague at Westmount Realty Capital, LlcAtlanta, Georgia, United States, United States
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Christopher Rudolf
Colleague at Westmount Realty Capital, LlcDallas, Texas, United States, United States
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JJ
Janelle J. Cox, Cpm
Colleague at Westmount Realty Capital, LlcBrookfield, Wisconsin, United States, United States
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RG
Ronald Gilbreath
Colleague at Westmount Realty Capital, LlcDallas, Texas, United States, United States
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JF
Jim Fant
Colleague at Westmount Realty Capital, LlcDallas-Fort Worth Metroplex, United States
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JD
Jacob Dayan
Colleague at Westmount Realty Capital, LlcGreater Chicago Area, United States
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KK
Kristen Karl
Colleague at Westmount Realty Capital, LlcChicago, Illinois, United States, United States
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TM
Thomas Maclaughlin Jr
Colleague at Westmount Realty Capital, LlcDallas, Texas, United States, United States
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CZ
Chris Zannis
Colleague at Westmount Realty Capital, LlcElgin, Illinois, United States, United States
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Activities and Societies: Daily Pennsylvanian - Business Manager '79-'80, Daily Pennsylvanian - Credit Manager '78-'79
Quick answers generated from the profile data available on this page.
David Goldstein, Cpa works for Westmount Realty Capital, LLC.
David Goldstein, Cpa is listed as Senior Consultant at Westmount Realty Capital, LLC.
AeroLeads has found 1 work email signal at @westmountrc.com for David Goldstein, Cpa at Westmount Realty Capital, LLC.
AeroLeads has found 3 phone signal(s) with area code 214 for David Goldstein, Cpa at Westmount Realty Capital, LLC.
David Goldstein, Cpa is based in Dallas, Texas, United States while working with Westmount Realty Capital, LLC.
David Goldstein, Cpa has worked for Westmount Realty Capital, Llc, Beal Bank, Caruth Instutute, Smu Cox School Of Business, Target Evolution Entrepreneurship Institute, and Kings Ranch Properties / Graves Property Management.
David Goldstein, Cpa's colleagues at Westmount Realty Capital, LLC include Gannon Brown, Vanasjza Casey, Christopher Rudolf, Janelle J. Cox, Cpm, and Ronald Gilbreath.
You can use AeroLeads to view verified contact signals for David Goldstein, Cpa at Westmount Realty Capital, LLC, including work email, phone, and LinkedIn data when available.
David Goldstein, Cpa holds Mba, Corporate Finance from The Wharton School.
David Goldstein, Cpa is listed with skills including Strategy, Executive Management, Strategic Planning, Financial Analysis, Leadership, Start Ups, Business Planning, and Financial Modeling.
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