David Moffat Email & Phone Number
Chief Financial Officer
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David Moffat Location
- Bountiful, UT, US
David Moffat Work
- Chief Financial Officer @ Watershed Holdings and Affiliates (October 2020 - Present)
- President and CEO @ FITECHS, Inc. and Affiliates (August 2011 - Present)
- President and CEO @ Mortgage TrueView (January 2013 - February 2023)
- Managing Director @ (February 2008 - July 2011)
- President and Chief Operating Officer @ (March 2000 - January 2008)
- Vice President, Group Head @ (January 1997 - March 2000)
- Manager of Investment Operations @ Pioneering Management Company (June 1994 - January 1997)
- Fund Director @ Fidelity Management and Research (June 1992 - June 1994)
- Audit Manager @ Arthur Andersen & Co. (June 1986 - June 1992)
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 1 emails and 2 mobile phone numbers on RocketReach.
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