Investment Banking Associate @ (January 2021 - September 2022)
Investment Banking Analyst @ (September 2018 - January 2021)
Valuation Advisory Services Analyst @ (September 2017 - September 2018)
Assurance Associate @ (January 2016 - September 2017)
David Lumsden Education
The University of Georgia
Master’s Degree (Accounting)
2015-2015
The University of Georgia
Bachelor of Business Administration (B.B.A.) (Accounting)
2011-2015
David Lumsden Skills
Accounting
Auditing
Bloomberg Terminal
Business Valuation
Capital IQ
Coaching
External Audit
FactSet
Financial Audits
Financial Modeling
Financial Reporting
Fixed Income Analysis
Leadership
Mergers & Acquisitions (M&A)
Microsoft Excel
Microsoft Office
Public Speaking
Team Leadership
Teamwork
ThomsonOne
Time Management
iOS
CAD
Windows 7
Budgets
Mergers and Acquisitions
David Lumsden Summary
David Lumsden, based in Charlotte, NC, US, is currently a Chief Financial Officer at H/K/B Cosmetic Surgery. David Lumsden brings experience from previous roles at Raymond James, Lazard and Duff & Phelps. David Lumsden holds a 2015 - 2015 Master’s Degree in Accounting @ The University of Georgia. With a robust skill set that includes Accounting, Auditing, Bloomberg Terminal, Business Valuation, Capital IQ and more. David Lumsden has 1 emails and 1 mobile phone numbers on RocketReach.
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