Professional Summary
Professional Overview
David Westveer is the Principal and Chief Financial Officer at Outer Banks Capital, a leading investment management firm. With extensive expertise in financial management, strategic planning, and operational optimization, he plays a pivotal role in driving the company's growth and success.
Experience Summary
Current Role
As the Principal and Chief Financial Officer at Outer Banks Capital since 2019, David is responsible for overseeing the firm's financial strategy, risk management, and operational efficiency. Under his leadership, the company has experienced a significant increase in assets under management and has consistently delivered superior returns for its clients.
Career Progression
Prior to his current role, David served as the Chief Financial Officer at Westward360, a prominent real estate investment and management company, from 2007 to 2019. During his tenure, he played a critical role in streamlining financial operations, implementing robust risk management strategies, and spearheading several successful acquisitions that expanded the firm's portfolio. Before that, he was the President of Avacus Corporation, a technology consulting firm, where he guided the organization through a period of rapid growth and profitability.
Academic Background
David holds a Bachelor's degree in Accounting from the University of Colorado and a Master's degree in Finance from the University of Denver. He is a Certified Public Accountant (CPA) and has also obtained the Chartered Financial Analyst (CFA) designation, showcasing his commitment to professional development and expertise in the financial services industry.
Areas of Expertise
- Financial management and strategic planning
- Risk assessment and mitigation
- Mergers and acquisitions
- Operational optimization and process improvement
- Investment portfolio management
- Financial reporting and compliance
Professional Impact
Throughout his career, David has demonstrated a track record of driving significant growth and profitability for the organizations he has been a part of. His strategic vision, financial acumen, and leadership have been instrumental in helping his previous employers and his current firm, Outer Banks Capital, achieve their objectives and maintain a competitive edge in their respective markets.
Conclusion
With his extensive experience, deep industry knowledge, and proven track record of success, David Westveer is a valuable asset to Outer Banks Capital. As the Principal and Chief Financial Officer, he continues to play a pivotal role in the firm's ongoing expansion and the delivery of exceptional investment services to its clients.
