David King

WORK HISTORY

EDUCATION

ABOUT DAVID KING

I serve as the CEO - Personal Finance at Occam\'s Advisory, Inc. A highly respected Financial Services company.The Company has multiple offices across the United States and abroad. I consider myself very fortunate to be based in the beautiful town of Sarasota in South West Florida.I lead a a very talented and skilled team of sales and compliance personal. Our primary objective is to help our clients financially while giving them the highest level of service in the industry.I am a serial entrepreneur with a strong financial background. I am a Chartered Accountant and served my article clerkship with PricewaterhouseCoopers. I spent my formative years post graduation working In London for the prestigious bank Credit Suisse where I headed up the Economic Risk Capital team. Once I left Credit Suisse to start a family out of the big City environment I started a business advisory consultancy where I helped countless business grow, franchise, open export markets, restructure, raise capital, mitigate risk etc. It was at this time I worked with Occam\'s Advisory. The synergy and complimentary mindset between the two organizations was obvious very early on. The offerings that each offered complimented each other very neatly, it was an obvious fit so I accepted the opportunity to become a part of the Occam\'s team and head up the Personal Finance team.