Dave Womack

HR Manager at HRV Financial, New York.

Human Resource professional with a background in finance for over 25 years.

Atlas Global Financial Group
January 2000 – December 2005 (5 years)

• Conducted in-depth financial analysis for corporate clients, assessing investment opportunities and risks.
• Played a key role in supporting mergers and acquisitions, providing detailed financial reports and projections.
• Assisted in the development of company-wide financial strategies that increased profitability by 15%.
• Collaborated with the tax team to ensure compliance with financial regulations.

Pinnacle Wealth Partners
January 2006 – September 2012 (6 years)

• Managed a diverse portfolio of high-net-worth clients, focusing on equity, bond, and alternative investments.
• Led a team of analysts to develop comprehensive investment strategies, improving client returns by an average of 20%.
• Regularly presented financial reports to stakeholders, ensuring clear communication of strategy adjustments.
• Conducted risk assessments and devised mitigation strategies to maintain portfolio stability.

Vanguard Capital Solutions
October 2012 – June 2017 (5 years)

• Oversaw the development and implementation of risk management policies, ensuring alignment with regulatory standards.
• Reduced company-wide financial risk exposure by 30% through proactive strategy formulation and crisis management.
• Led a team of 10 risk analysts, focusing on both market risk and credit risk, to improve the company’s overall financial health.
• Created quarterly risk reports for the executive team, guiding investment decisions.

HRV Financial (HRV, LLC)
July 2017 – Present (8 years)

• Oversee all financial operations, including accounting, financial planning, reporting, and risk management departments.
• Spearheaded the company’s digital transformation, introducing automation and AI in financial analysis, reducing operational costs by 20%.
• Drove strategic financial planning and budgeting, aligning financial goals with long-term business growth.
• Ensured compliance with international financial regulations, overseeing audits and financial reporting for global subsidiaries.

Master of Business Administration (MBA), Finance

Harvard Business School
Graduated: 1999

• Focus on advanced financial analysis, investment strategies, and corporate finance.
• Led student financial advisory projects, providing real-world financial consulting for small businesses.

Bachelor of Science (B.S.), Accounting & Finance

The University Of Auckland, New Zealand
Graduated: 1996

• Completed internships in financial analysis and portfolio management.
• Graduated with honors, specializing in corporate finance and investment management.