David Whitlock

Background

About David Whitlock

30 years of entrepreneurial finance experience including - Growing companies, M&A, and fund management - Success in complicated circumstances such as when financials have not been properly maintained or clearly communicated to stakeholders - Early finance career began as an associate at a venture firm where I learned the value of supporting and collaborating with visionary leaders to optimize their strengths and help their companies prepare to scale - Experience acquiring companies and managing them to sustained profitability as interim and fractional CFO * Co-founded an investment fund, including - Building and managing the financial tracking and reporting process for the life of the funds - Identifying, analyzing, negotiating investment structure, and working with portfolio investments to enhance their value - Consistently delivering over 20% returns, net of fees to our HNW investors * Troubleshooting and problem solving to find efficient and workable solutions to problems as they arose * Trusted sounding board for executives that - Works effectively with all personality types - Demonstrates an intense focus on attention to detail - Delivers efficient results - Maintains an easy going and direct style that empowers my partners - Engenders a high degree of confidence and strong teamwork - Is flexible and willing to adapt my work style and approach to a given situation