Professional Leadership and Affiliations

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David Wagstaff
Managing Director, FI - Performance Consulting

David has held leadership positions at KPMG Peat Marwick (now Bearing Point, Inc.), Price Waterhouse (now PriceWaterhouse Coopers), at First Union Corporation, and two small business. He understands both the strategic picture as well as the value of focusing on details. He is an expert in using structured methodologies and project management tools to deliver exceptional customer value. He earned his MBA from The University of Maryland at College Park.

• Lead over 30 large corporations and mid-size companies in improving business performance.
• Developed strategic and tactical solutions for numerous businesses and business units within both large and mid-sized companies.
• Identified revenue generation and product strategies.
• Designed efficient business processes and organizations.
• Developed product-pricing strategies to maximize income and retention of profitable customers.
• Managed and participated in the development of new financial products at large and small financial companies.
• Developed solutions to provide senior financial institution leadership with outstanding management information.
• Managed multiple engagements to review the process, technology and organization structure of financial operations within a number of major businesses. Results included improved procedures, processes, operating structure and production of smarter and timely management information.