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David Meyerson
Helping CPA's manage tax workload
David Meyerson is a seasoned professional with extensive experience in sales, finance, and business management.
He holds a Bachelor of Science degree in Business and Management from Indiana University Bloomington.
David has held various leadership roles in renowned organizations, including Merrill Lynch, Rapt Media, FactSet, Code Red Software, and UBS.
With a background as a Startup sales mentor and coach, David Meyerson excels in guiding and developing sales strategies for emerging businesses.
His previous roles as Financial Digital Solutions Advisor, Director of Sales, and Institutional Sales demonstrate his expertise in finance, investment banking, and trading.