David Quinn
Verified Expert in Management Consulting
Management Consulting Expert
Washington, United States
Toptal member since May 20, 2022
David has worked across the technology, finance, and strategy industries. From 2017 to 2019, he was head of wealth management at a fintech startup, which he helped orchestrate the successful exit to Capital One. Since 2019, he has run his own $20+ million wealth management firm and served as an advisor to startups. As a freelancer, David enjoys helping clients with growth strategy, valuation modeling, and data analysis using his extensive entrepreneurial, technology, and strategy experience.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
Pitchbook to Launch Investment Firm
Equity Investment Dashboard
LBO Strategy and Model
Software Expertise
- Microsoft Excel
Other Expertise
- Equity
- Financial Planning & Analysis (FP&A)
- Forecasting
- Machine Learning
- Python
- Startup Growth Strategy Development
- Valuation
Work Experience
CEO
Pine Harbor Wealth Management
- Started boutique wealth management firm focused on helping clients along their wealth journey by managing investments and building financial plans.
- Grew the assets under management to $20 million within the first two years.
- Wrote and built custom software to streamline trading, billing, and reporting.
Head of Wealth Management
United Income
- Served as the head of the wealth and investment management business, overseeing $750 million in assets under management and managing a team of ten financial professionals.
- Helped lead the client's acquisition strategy by growing assets from $0 to $750 million in two years.
- Designed the methodology and best practices in financial planning, trading technology, and service offerings.
- Collaborated alongside product and technology teams to guide and prioritize project needs using Agile stories, sprints, and epics with Jira.
Portfolio Manager
Dimensional Fund Advisors
- Managed equity portfolios of over $4 billion in developing and emerging markets by targeting small, value, and momentum stocks.
- Collaborated with the co-CIO and CEO to launch a New Zealand equity fund and a sustainability equity fund.
- Co-wrote research paper on lifecycle investing and optimal asset allocation strategies.
- Presented at financial advisor and institutional conferences on foundations of equity and fixed income investing.
- Managed a team of seven analysts tasked with delivering and reconciling cash, corporate actions, and trades.
Management Consultant
Key Performance Ideas & Velocity Technology
- Led and designed budgeting and financial reporting projects for corporate and government clients.
- Collaborated with the CFOs and CTOs to develop technology and processes to improve financial planning and analysis.
- Reduced monthly close process at healthcare services firm by 60% with VBA and SQL processes that standardized data.
- Built revenue forecasting model by product segment for food retail firm to improve capital allocation.
- Designed a budgeting and allocation model for a large public school district.
Senior Risk Analyst
Bank of America
- Saved $10 million in overdraft loss during the first year by improving models that identified and closed fraudulent accounts.
- Collaborated with the senior management to create performance and incentive metrics, decreasing analyst defects by 30%.
- Created the SAS and SQL code to automate risk metric creation and reduced exposure through early fraud detection.
- Prepared weekly overdraft reports to business owners across the bank and analyzed customer segments most at risk.
Education
Master's Degree in Business Administration
University of Chicago Booth School of Business - Chicago, IL, USA
Bachelor's Degree in Mechanical Engineering
Carnegie Mellon University - Pittsburgh, PA, USA
Certifications
Machine Learning Engineer Nanodegree
Udacity
Certificate in Neuroscience
Stanford University
Skills
Finance
Forecasting, Financial Planning & Analysis (FP&A), Financial Modeling, Valuation, Capital Structuring, Equity Research, Data Analysis, Portfolio Analysis, Return Analysis, International Finance, Financial Reporting, Budgeting, Business Intelligence (BI), Cost Reduction & Optimization (Cost-down), Financial Risk Analysis, Credit Analysis, Valuation Modeling, Leveraged Buyout Modeling, Wealth Management
Output Software
Microsoft PowerPoint, Microsoft Excel, Prezi
Data & Analysis Software
R, SQL, Bloomberg, Financial Data, PostgreSQL
Industry Expertise
Financial Services, Healthcare
Geographic Expertise
Australia, Switzerland, Belgium
Other
Equity, Business Planning, Equity Investment, Public Speaking, Visual Basic for Applications (VBA), Startup Growth Strategy Development, Startups, Python, Machine Learning, Emerging Markets, Risk Management, Investments, Team Management, Dashboards, Financial Reporting Dashboards, Data Analytics, Leveraged Buyout (LBO), Strategy, Deal Structuring, Excel VBA, Python 3, Jupyter, Product Design, Client Relations, Mechanical Engineering, Business Administration, Decision Modeling, Fraud Detection
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