David is the president and a managing director at Citizens Capital Markets, Inc., Oaklins’ member firm in Cleveland. He has over 20 years of investment banking and advisory experience, providing merger, acquisition, restructuring, capital raising and other advisory services in the consumer products, specialty retailing, business services and value-added distribution industries.
Prior to co-founding Citizens Capital Markets, Dave was a managing director at KeyBanc Capital Markets and manager of consumer investment banking at McDonald Investments Inc. He also worked at Ernst & Young LLP providing financial consulting and audit services to middle-market consumer and industrial companies. He has a Bachelor of Science in Accounting from Miami University and a Master of Business Administration (with distinction) from the Weatherhead School of Management at Case Western Reserve University. He is also a board member and president of the Association for Corporate Growth’s (ACG) Cleveland Chapter.