David Case

David Case Email and Phone Number

Financial Planner with Planful Finance @ Planful Finance
David Case's Location
Portland, Oregon, United States, United States
About David Case

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

David Case's Current Company Details
Planful Finance

Planful Finance

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Financial Planner with Planful Finance
David Case Work Experience Details
  • Planful Finance
    Financial Planner
    Planful Finance Jan 2023 - Present
    Portland, Oregon, United States
  • Schmitt Industries, Inc.
    Management Consultant To Board Of Directors
    Schmitt Industries, Inc. Oct 2018 - Apr 2019
    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.
  • Schmitt Industries, Inc.
    President And Ceo
    Schmitt Industries, Inc. Jan 2018 - Oct 2018
    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 company to profitable operations by both growing revenue and cutting expenses but was unsuccessful in turning around long-term shareholder frustration quickly enough to prevent activists from taking board control.
  • Schmitt Industries, Inc.
    Vp Operations
    Schmitt Industries, Inc. Jun 1996 - Jan 2018
    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 worldwide.
  • Schmitt Industries, Inc.
    Operations Manager
    Schmitt Industries, Inc. Sep 1988 - Jun 1996
    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 and sales of proprietary Industrial Metrology and Process Control Products. Implemented and managed an ISO:9001 certified Quality Assurance Program. Grew company to 6m annual sales
  • Schmitt Industries, Inc.
    Marketing Representative
    Schmitt Industries, Inc. Apr 1987 - Sep 1988
    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 application engineering.

David Case Education Details

Frequently Asked Questions about David Case

What company does David Case work for?

David Case works for Planful Finance

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

David Case's current role is Financial Planner with Planful Finance.

What schools did David Case attend?

David Case attended University Of Oregon, University Of Portland.

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