David M. Leymaster
Senior Vice President, FP&A Wealth Management
- Role
- Senior Vice President, Fp & a Wealth Management at D.A. Davidson Companies
- Location
- Salt Lake City, UT, US
- LinkedIn followers
- 500 followers
About David M. Leymaster
Specialties: Financial modeling, financial analysis, ad hoc analysis, strategy development / roadmapping, corporate finance, budgeting and forecasting, long-range planning, asset liability management, financial accounting, fiduciary services, large loan syndication, leverage leasing, business development, venture capital, financial systems reporting, leadership, financial reporting
Experience
Senior Vice President, Fp & a Wealth Management
May 2023 — Present · Salt Lake City, UT, US
Effectively lead team of 4 supporting three different lines of business at D.A. Davidson representing 75% of the company’s top-line revenue and accounting for a combined $68B in assets under management.• Directly support business leaders by creating annual operating budgets and quarterly forecasts. Worked closely with business leaders to create a long-term outlook for stock valuation purposes. Ensured that long-term strategic business priorities were incorporated into the valuation model built for stock valuation.• Created, built, and executed management reporting strategy for Wealth Management. Process included migrating excel based reporting to a Power BI platform and providing insights to senior leaders on financial performance, key business activity performance and performance gaps to annual business targets.• Provided insight and guidance on business performance against outlined strategic priorities in board material. Served as the direct point of contact between the board of directors, CFO and CEO for business performance.
Education
Vanderbilt University Owen Graduate School of Management
MBA, Finance and accounting
2005 — 2007
University of Utah
B.A., Economics
2000 — 2003
Skills
- Valuation
- Forecasting
- Portfolio Management
- Mergers
- Variance Analysis
- Business Strategy
- Financial Accounting
- Cost Accounting
- Cash Flow
- Investments
- Venture Capital
- Due Diligence
- Business Planning
- Analysis
- Credit
- Financial Modeling
- Budgets
- Finance
- Business Development
- Financial Analysis
- Mergers & Acquisitions
- Strategic Planning
- Corporate Finance
- Strategy
- Accounting
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.