David joined Woodstock in 2008, bringing eight years of financial service-related experience. In his role managing account custody services, he is responsible for cash and asset movement, performance measurement, tax preparation support, the monitoring of all trade activity, and acting as a liaison between Woodstock and various vendors, including client custodians. David also implements and monitors quality initiatives, process improvements, audit controls, and other related products.
Prior to joining Woodstock, David worked for the State Street Bank and Investors Bank & Trust as a unit manager.
David is a 2000 graduate of Westfield State University, where he received a BS in Business Administration with a concentration in Finance. He is currently pursuing his MBA degree at Babson College’s F.W. Olin Graduate School of Business, with an expected graduation date in 2018.