David Lyle

About David Lyle

I create exponential and reciprocal returns through investing my clients assets through providing an interactive relationship advising my client while listening to their concerns making certain my client feels certain they are in control by confirming they are in full control of their assets while I am here to protect their best interest. I made a conscious decision to serve each of you, the individual investor, differently. See for yourself how this approach can help make a difference for you and your family. Your investing needs are as unique as you, probably with many long-term goals and even more day-to-day financial demands. So where do you start? A financial Expert will meet with you face to face to talk about where you stand now and what your needs are. That way, we (you and I) can understand what you\'re trying to achieve and help you get there. There\'s an expression I love: The trouble with the future is that it keeps getting closer and closer. Which means, regardless of your current age, income or goals, it is important to begin developing a plan today. I like to look at your individual needs before anything else. Having the right tools and resources at your fingertips is an important part of making smart decisions. Daily fluctuations are part of the market, we like to keep them in perspective by helping you focus on the big picture and keeping you on a long-term investment strategy.My goal is your success.

Experience

1. Wealth Mastery Expert

   Investment Concepts, Inc

   May 1998 — Present

   I create exponential and reciprocal returns through investing my clients assets through providing an interactive relationship advising my client while listening to their concerns making certain my client feels certain they are in control by confirming they are in full control of their assets while I am here to protect their best interest.

Education

• University of Oklahoma

  Juris Doctorate, Law, Accounting

  1962 — 1970

• University of Oklahoma

  Bachelor of Business Administration (BBA), Accounting and Finance

  1962 — 1966

• University of Oklahoma

  Juris Doctorate, Tax Law/Taxation

  1966 — 1970

Skills

• Mergers
• Ifrs
• Financial Goals
• Global Cash Management
• Early Stage Companies
• Auditing
• International Operations
• Retirement Planning
• Business Strategy
• Fas 133
• Process Improvement
• Small Business
• Credit
• Management Consulting
• Analysis
• Term Sheets
• Debt & Equity Financing
• Private Equity
• Icaap
• Private Equity Firms
• Business Planning
• Banking Relationships
• Retirement
• Strategic Financial Planning
• Business Analysis
• Credit Reporting
• Financial Planning
• Bridge Financing
• Investor Reporting
• Tax Law
• Sme Management
• Exit Strategies
• Interest Rate Hedging
• Partnership Accounting
• Insurance
• Strategic Planning
• Certified Treasury Professional
• Capital Allocation
• Financial Planners
• Refinancings