Thomas Cpa/Pfs Location
North Olmsted, OH, US
Thomas Cpa/Pfs Work
- 2024 - now Senior Wealth Advisor, Chief Compliance Officer, Managing Director @ Rockport Wealth Advisors
- 2021 - now President @ T David & Associates LLC
- 2020 - 2021 Senior Client Service Director @ Saint Clair Advisors
- 2017 - 2020 Leader Body Chairman and Community Council Member @ Mankind Project USA, Mid America North
- 2019 - 2020 Chief Financial Officer and Chief Compliance Officer @ Strategic Value Bank Partners
- 2008 - 2018 Partner, Chief Compliance Officer and Director of Private Equity @ CM Wealth Advisors
- 2002 - 2008 Supervisor @ Walthall, Drake & Wallace LLP CPAs
- 1997 - 2002 Senior Accountant @ Hobe & Lucas CPAs
Thomas Cpa/Pfs Education
- Cleveland State University
MBA (Accounting/Finance)
- Kent State University
BA (Economics/Political Science)
Thomas Cpa/Pfs Summary
Thomas Cpa/Pfs, based in North Olmsted, OH, US, is currently a President at T David & Associates LLC. Thomas Cpa/Pfs brings experience from previous roles at Rockport Wealth Advisors, Saint Clair Advisors, Mankind Project USA, Mid America North and Strategic Value Bank Partners. Thomas Cpa/Pfs holds a MBA in Accounting/Finance @ Cleveland State University. Thomas Cpa/Pfs has 2 emails and 2 mobile phone numbers on RocketReach.
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