Dave leads the execution of all of Palm Tree’s services and manages the teams to ensure quality and timeliness of client deliverables.
Dave was the first team member to join Palm Tree after its founding in 2010. His multifaceted experience has led to his well-rounded, sharp business acumen, helping him to quickly analyze, uncover and plan for business issues across several industries. He has worked on engagements across all of Palm Tree’s services, including a long-term role as the resident Director of M&A and Operations for a start-up, multi-location healthcare business. Under his supervision, he led all aspects of growth through acquisition and improvements in operations, nearly quadrupling the size of the business, and leading several initiatives to continuously improve working capital and operating margins.
Prior to Palm Tree, he was an investment banker for Jefferies in New York and San Francisco. In addition, earlier in his career, he held positions with Goldman Sachs and Roxbury Capital. He graduated magna cum laude, earning dual BS degrees in Business Administration and Accounting from Villanova University and visited all 50 states by the time he was 27!