Define
Create a clear picture of future-state success and the value the organization must deliver to its stakeholders.
Dave helps leaders and organizations navigate change, strengthen strategic focus, and turn future-state vision into aligned, practical action.
All operating models have a shelf life. Dave’s work begins by clarifying what success must look like next, then translating that picture into priorities, behaviors, capabilities, and execution.
His consulting experience spans financial services firms, privately held businesses, nonprofit organizations, and leaders in transition. Engagements are designed to be practical, collaborative, and tailored to the organization’s culture and strategic context.

Dave’s career combines hands-on operating leadership with strategy development, organization transformation, talent development, and communication.
Advancing business success, economic competitiveness, collaboration, and innovation across Irvine and Orange County.
Guiding leaders in business-model strategy, organization effectiveness, change leadership, and vision execution.
Leadership roles have included Interim President & CEO of Members Trust Company and Interim CEO of Second Harvest Food Bank of Orange County.
Led teams and strategy across commercial banking, private banking, wealth management, fiduciary services, and international trade finance.
MBA in Strategic Management from the Peter F. Drucker Graduate School of Management; former strategic management instructor and professional-program leader.
The work is structured around clarity, alignment, disciplined inquiry, and active implementation—not a report that sits on a shelf.
Create a clear picture of future-state success and the value the organization must deliver to its stakeholders.
Translate the future state into priorities, operating-model choices, capabilities, roles, and strategic initiatives.
Build momentum through aligned actions, leadership communication, accountability, and continual refinement.
Discuss an advisory engagement, leadership coaching, keynote, or facilitated workshop.