David Moffat Email & Phone Number
Chief Financial Officer
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David Moffat Location
- Bountiful, UT, US
David Moffat Work
- 2020 -now Chief Financial Officer @ Watershed Holdings and Affiliates
- 2011 -now President and CEO @ FITECHS, Inc. and Affiliates
- 2013 -2023 President and CEO @ Mortgage TrueView
- 2008 -2011 Managing Director @
- 2000 -2008 President and Chief Operating Officer @
- 1997 -2000 Vice President, Group Head @
- 1994 -1997 Manager of Investment Operations @ Pioneering Management Company
- 1992 -1994 Fund Director @ Fidelity Management and Research
- 1986 -1992 Audit Manager @ Arthur Andersen & Co.
David Moffat Education
- University of Utah - David Eccles School of Business
MPrA (Accounting)
1985-1986 - University of Utah - David Eccles School of Business
BA (Accounting)
1980-1985
David Moffat Skills
- Financial Modeling
- Due Diligence
- Financial Analysis
- Asset Managment
- Business Analysis
- Business Intelligence
- SEC filings
- Strategic Planning
- Asset Management
- Cash Management
- Mutual Funds
- Management Consulting
- Investments
- Financial Services
- Auditing
- Risk Management
- Accounting
- Mergers & Acquisitions
- Banking
- Securities
- Leadership
- Microsoft Excel
- Project Management
- Microsoft Office
- Mergers and Acquisitions
David Moffat Summary
- David Moffat, based in Bountiful, UT, US, is currently a Chief Financial Officer at Watershed Holdings and Affiliates. David Moffat brings experience from previous roles at FITECHS, Inc. and Affiliates, Mortgage TrueView, Huron Consulting Group and GCom2 Solutions. David Moffat holds a 1985 - 1986 MPrA in Accounting @ University of Utah - David Eccles School of Business. With a robust skill set that includes Financial Modeling, Due Diligence, Financial Analysis, Asset Managment, Business Analysis and more. David Moffat has 2 emails on RocketReach.
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