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David Greenbaum

David Greenbaum


Acquisitions and Financial Management Executive



Professional Overview
David Greenbaum is a seasoned acquisitions and financial management professional with a diverse background spanning the financial services, technology, and real estate sectors. He leverages his extensive expertise in strategic planning, mergers and acquisitions, and operational leadership to drive business growth and optimization.

Experience Summary

Current Roles
Acquisitions, Sonoran Capital (2023-Present)
  • Spearheading strategic acquisitions and investment opportunities to expand Sonoran Capital's portfolio

  • Collaborating with the executive team to identify, evaluate, and execute on high-potential targets

  • Ensuring seamless integration of acquired companies and alignment with overall business objectives


Chief Financial Officer, OnPlan (2022-Present)
  • Providing financial leadership and strategic guidance to the executive team of this technology startup

  • Overseeing all financial operations, including budgeting, forecasting, and cash flow management

  • Implementing robust financial controls and reporting systems to support the company's rapid growth


President, Texas Tax Loan (2023-Present)
  • Driving the strategic direction and operational excellence of this financial services firm

  • Spearheading the development and deployment of innovative lending solutions for the Texas market

  • Leveraging data-driven insights to optimize business performance and enhance customer experiences


Career Progression
Prior to his current roles, David Greenbaum served as the CEO and founder of OnPlan, a successful fintech startup. He also held leadership positions at Boost Media and Interval International, where he played pivotal roles in driving strategic initiatives, mergers and acquisitions, and business transformation.

Earlier in his career, David gained valuable experience as an analyst at Goldman Sachs and an associate at Plum Capital, honing his financial acumen and deal-making expertise.

Academic Background
David holds a Bachelor of Science in Finance from the University of Texas at Austin, where he graduated with honors.

Areas of Expertise
  • Mergers and Acquisitions

  • Financial Planning and Analysis

  • Strategic Business Development

  • Operational Optimization

  • Technology and FinTech Integration

  • Leadership and Team Building


Professional Impact
Throughout his career, David has demonstrated a track record of driving sustainable growth and profitability for the organizations he has served. His ability to identify and capitalize on strategic opportunities, combined with his strong financial management skills, has consistently resulted in measurable improvements in performance and shareholder value.

Conclusion
With his versatile skill set, entrepreneurial mindset, and proven leadership capabilities, David Greenbaum is well-positioned to continue making significant contributions to the financial services and technology industries. He is committed to leveraging his expertise to create value for his clients, partners, and stakeholders.