Director of Operations
After several years in the banking industry, Dave started at Merrill Lynch in 2006. He transitioned to UBS in 2012, along with other Cyndeo members. As Director of Operations, he oversees business operations and client-based services, including the delivery of the client review program, calendar coordination, and proposal generation. Dave also responds to client service requests as needed.
Dave is a graduate of the University of South Florida in Tampa; he has a BA in Business Administration. He is an active member at Northside Baptist Church in St. Petersburg and enjoys fishing and surfing in his spare time. Dave and his wife Kelley reside in St. Pete with their children Abbey and Dillon.