David is a Fund Accountant in Client Services at Public Trust where he is responsible for generating ratings’ fillings, approving client billings, reviewing cash availability statements, performing asset and cash reconciliations, and providing fund information for the websites. Prior to joining Public Trust, David most recently served as a Financial Services Representative Intern for Northwestern Mutual where he coordinated meetings with clients to determine financial goals and concrete ways to meet those goals.
David is an active member of the Finance Club at the University of Denver and a founding member of the International Business Club where he served as an Alumni Relations Coordinator. He received a Bachelor of Science in Business Administration with a focus on Finance and International Business for the University of Denver. He additionally completed a study abroad program at the Lund University of Economics and Management in Sweden.