David Case
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David Case Email & Phone Number

Financial Planner with Planful Finance at Planful Finance
Location: Portland, Oregon, United States 6 work roles 2 schools
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Current company
Role
Financial Planner with Planful Finance
Location
Portland, Oregon, United States

Who is David Case? Overview

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David Case is listed as Financial Planner with Planful Finance at Planful Finance, based in Portland, Oregon, United States. AeroLeads shows a matched LinkedIn profile for David Case.

David Case previously worked as Financial Planner at Planful Finance and Management Consultant to Board of Directors at Schmitt Industries, Inc.. David Case holds Bachelor Of Science - Bs, Economics from University Of Oregon.

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Email format at Planful Finance

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Planful Finance

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About David Case

David Case is a Financial Planner with Planful Finance at Planful Finance.

Current workplace

David Case's current company

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Planful Finance
Planful Finance
Financial Planner with Planful Finance
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6 roles

David Case work experience

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Financial Planner

Current

Portland, Oregon, United States

Jan 2023 - Present

Management Consultant To Board Of Directors

Portland, Oregon Metropolitan Area

Acted as consultant to the new Board of Directors for a 6-month period, worked to develop and support new management and to ensure a smooth transition for all stakeholders. Worked to support a successful asset sale to a Japanese competitor of the largest company product line, SBS Balance Systems.

Oct 2018 - Apr 2019

President And Ceo

Portland, Oregon Metropolitan Area

At the time I took the position, the company was in a long stretch of poor financial performance, and it became evident that a hostile shareholder action was being launched. I spent the next 8 months working on two fronts, one to restructure the company for profitability, and secondly to address the takeover process. I was successful in returning the.

Jan 2018 - Oct 2018

Vp Operations

Portland, Oregon Metropolitan Area

Managed growth of a startup company with a single product line into 4 separate product lines with industrial measurement and process control focus. Hired and developed managerial staff to take over key functions of Production, Materials, and Engineering. Critical part of management team that grew the company to 12m in annual revenue, with 50 employees.

Jun 1996 - Jan 2018

Operations Manager

Portland, Oregon Metropolitan Area

Performed mechanical application engineering for initial 5 years of the company. Performed all operational job functions (Production, Purchasing, IT, Shipping), until company growth allowed for additional staff hires. Developed operational systems and managed all technical and operational staff for a rapidly growing company focused on product development.

Sep 1988 - Jun 1996

Marketing Representative

Portland, Oregon Metropolitan Area

Part of 3-person team at company startup. Developed technical and promotional materials to support sales of a private label product line with focus on North American sales. Product was a Swiss manufactured automatic balance control system for installation in industrial grinding machine tool applications. Performed direct technical product sales, including.

Apr 1987 - Sep 1988
2 education records

David Case education

FAQ

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What company does David Case work for?

David Case works for Planful Finance.

What is David Case's role at Planful Finance?

David Case is listed as Financial Planner with Planful Finance at Planful Finance.

Where is David Case based?

David Case is based in Portland, Oregon, United States while working with Planful Finance.

What companies has David Case worked for?

David Case has worked for Planful Finance and Schmitt Industries, Inc..

How can I contact David Case?

You can use AeroLeads to view verified contact signals for David Case at Planful Finance, including work email, phone, and LinkedIn data when available.

What schools did David Case attend?

David Case holds Bachelor Of Science - Bs, Economics from University Of Oregon.

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