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Dave

Industry

Consulting: Management Consulting

FUNCTION

Forensic Accounting

  • Experience
  • Testimonials

General Summary:

Dave is an accomplished professional with over 38 years of experience in accounting, forensic accounting, consulting, and executive coaching. He began his career as a Certified Public Accountant (CPA) with Arthur Andersen in 1979. Demonstrating entrepreneurial initiative, he co-founded and eventually sold a wine brokerage business in Southern California, which remains operational today. In 1989, he joined Coopers & Lybrand's forensic accounting practice and was promoted to partner in 1997. Following the merger with Price Waterhouse in 1998, he held various roles at PricewaterhouseCoopers (PwC) across five different offices, including international assignments. His activities have ranged from leading global client engagements and founding new practice areas to coaching and mentoring staff. Notable achievements include sponsoring six partner candidates into the PwC partnership, serving as the global lead partner for Apple Inc., co-leading the Holocaust Investigation in Switzerland, and establishing the PwC Global Licensing Management practice. Dave has worked in locations such as Southern California, Switzerland, and Silicon Valley, engaging in projects across over 35 countries.

Previous Experience:

Dave's former positions and responsibilities are extensive. At Arthur Andersen, he gained foundational experience in accounting starting in 1979. As co-founder of a wine brokerage business in Southern California, he demonstrated his entrepreneurial skills. At Coopers & Lybrand, he specialized in forensic accounting and became a partner in 1997. Following the merger into PwC, he sponsored six partner candidates into the partnership—a significant accomplishment requiring relentless focus and deep political capital. From 2010 to 2017, he served as the global lead partner for Apple Inc., overseeing all PwC services—including advisory, tax, and assurance—provided to Apple and its executive team in over 35 countries. During this period, PwC's global revenues tripled. Between 1997 and 1999, he co-led the Holocaust Investigation in Switzerland for the Volcker Commission (ICEP), tasked with identifying dormant Jewish bank accounts from the 1930s and 1940s within 26 Swiss banks. In 2000, he founded the PwC Global Licensing Management practice focusing on intellectual property compliance, growing it to over 150 staff operating in approximately 20 countries. As the partner in charge of PwC’s Silicon Valley Advisory practice in San Jose from 2011 to 2017, he oversaw growth from 6 partners and 70 staff to 45 partners and 350 staff, including several acquisitions.

Leadership Style:

Dave's leadership style is centered on people development and coaching. He finds the most rewarding aspect of his career in helping great people achieve their dreams. His successful sponsorship of six partner candidates into the PwC partnership underscores his commitment to mentorship and nurturing talent. His passion for coaching led him to complete an executive coaching program and obtain the ACC certification. Dave emphasizes collaboration, empowerment, and fostering growth within his teams.

Education:

In 2014, he completed the executive coaching program at the Hudson Institute of Coaching in Santa Barbara. He subsequently fulfilled the requirements with the International Coach Federation (ICF) and received the Associate Certified Coach (ACC) certification.

Personal Information:

Dave is married and has one son who is currently attending college. They reside in the hills of Redwood City, and he spends as much time outdoors as possible. His hobbies include family time with their dogs, reading, and hiking. With a strong desire for education reform, he serves on the National Board at BUILD, a 20-year-old national non-profit organization that serves 2,000 disadvantaged and disengaged high school students. Operating in five cities across the United States, BUILD teaches entrepreneurship skills, resulting in increased high school graduation rates and college admissions. Dave is passionate about making a tangible difference in the lives of the youth they serve.

Languages

English - North American

Industry

Consulting: Management Consulting

Functional

Forensic Accounting, Executive Management

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Situational Experience

Business/Organizational Restructuring, Digital Transformation, IPO, Merger & Acquisition, Spin-Off & MBO

Coaching Expertise

Demonstrates Initiative, Demonstrates Resilience, Communicates with Credibility, Exhibits Emotional Intelligence, Influences Others, Builds Followership, Manages Conflicts, Displays Courage, Allocates Time

  • Working History

  • Board Member

    BUILD

  • Founder

    Marston Associates Executive Coaching

  • Silicon Valley Advisory Market Leader, San Francisco Bay Area

    PwC

  • Volcker Commission Co-leader, Zürich Area, Switzerland

    PwC

  • Director, Greater Los Angeles Area

    PwC

  • Education History

  • CHIC, Executive Coaching

    Hudson Institute of Coaching

  • Bachelor's of Science, Business

    California State Polytechnic University - Pomona

  • Associate Certified Coach

    International Coach Federation

  • Certified Public Accountant

    AICPA

  • Certified in Financial Forensics

    AICPA

Blog

Role Transition and Core Tasks
  • #Chinese
  • #Teamwork
  • #Performance
  • #Culture
  • #Empowerment

Success Story

Unleashing Your Hi-Po’s Potentials
  • #hipo
  • # femaleleadership

Success Story

Accelerating On-Boarding
  • #Success Story
  • #On-board
  • #Manager
  • #Supply Chain
  • #Goals
  • #Strategic
  • #Relationships
  • #KPI