David WagstaffFounder and Managing Principal

David’s Key Skills:

• • Management Consulting

• • Strategy and Leadership

• • CFO Services
  • Management Accounting for Decision Making

Our founder David’s broad industry experience makes him an asset to any business. His resume includes over 20 years of management consulting and senior leadership roles, including: Chief Financial Officer, Director of Operations, Chief Technology Officer, Human Resources (HR) Leader, Board Member, and Executive Committee Member at both for-profit and non-profit organizations, as well as two of the Big 4 accounting and consulting firms.

David has experience leading financial and management consulting projects for organizations as small as pre-revenue startups and as large as Fortune 100 companies. In these roles, he has helped transform business operations, financial performance, and product pricing, in addition to creating and implementing business solutions to help clients reach their goals. In senior leadership roles, David has been responsible for many aspects of firms’ operations including human resources, finance, accounting, marketing, purchasing decisions, and operational efficiency.

An experienced entrepreneur, David has taken two successful ventures from inception through growth and eventual sale. He was part of the management team in a venture which raised $15 million in venture capital.

David earned his Master’s in Business Administration from the University of Maryland with a concentration in Finance, Accounting and New Venture Creation. He earned his B.S. degree from Ithaca College in Economics and Management. He has spoken at many conferences on delivering financial value, has been quoted on National Public Radio, and has received acknowledgement for his contributions to the book “Mighty Midsized Companies: How Leaders Overcome 7 Silent Growth Killers,” by Robert Sher.