Dave Kappus Email & Phone Number
Chief Financial Officer - USI Consulting Group @ USI Consulting Group
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Dave Kappus Location
- Kimberly, WI, US
Dave Kappus Work
- Chief Financial Officer - USI Consulting Group @ (April 2021 - Present)
- Regional Chief Financial Officer - WI and MN @ (June 2020 - March 2021)
- SVP - Director of Finance Wealth Management and Institutional Services @ (September 2016 - June 2020)
- SVP - Director of Finance Residential Lending @ (September 2013 - September 2016)
- SVP Director of Finance - Product Profitability @ (February 2014 - November 2014)
- VP Associate Director of Finance - Private Client and Institutional Services; Controller - Wealth Mgmt @ (June 2003 - August 2013)
- Asst VP and Trust Audit Supervisor; Trust Audit Senior @ (August 1996 - May 2002)
- Trust Audit Officer @ (April 1995 - July 1996)
- Internal Trust Auditor @ (December 1992 - March 1995)
Dave Kappus Education
- University of Wisconsin–Oshkosh
MBA (Finance, General)
1997-2001 - University of Wisconsin-Green Bay
BS (Accounting)
1988-1992
Dave Kappus Skills
- Banking
- Financial Analysis
- Credit
- Commercial Banking
- Commercial Lending
- Credit Analysis
- Risk Management
- Cash Management
- Small Business Lending
- Loans
- Consumer Lending
- Accounting
- Wealth Management
- Treasury Management
- Portfolio Management
- Strategic Financial Planning
- Planning Budgeting & Forecasting
- Financial Reporting
- Finance
- Analysis
- Strategic Planning
- Budgets
- Forecasting
- Financial Planning
- Research
- Planning Budgeting and Forecasting
- Customer Service
- Project Management
Dave Kappus Summary
- Dave Kappus, based in Kimberly, WI, US, is currently a Chief Financial Officer - USI Consulting Group at USI Consulting Group. Dave Kappus brings experience from previous roles at USI Insurance Services and Associated Bank. Dave Kappus holds a 1997 - 2001 MBA in Finance, General @ University of Wisconsin–Oshkosh. With a robust skill set that includes Banking, Financial Analysis, Credit, Commercial Banking, Commercial Lending and more. Dave Kappus has 2 emails and 1 mobile phone numbers on RocketReach.
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