David West

David West is a seasoned financial professional serving as a Fractional CFO at 3 West Corporate Advisory, a position he has held since February 2015.1 With over 25 years of experience in finance, David brings a wealth of expertise to his role, specializing in helping motivated companies grow and entrepreneurs succeed.1

Professional Background

David's credentials include:

• CFA (Chartered Financial Analyst) designation
• Experience in private equity and investment banking

Key Responsibilities and Achievements

As a Fractional CFO, David's work encompasses:

• Investment Strategy Development: Crafting innovative strategies for cutting-edge sectors1
• Financial & Legal Due Diligence: Conducting thorough assessments of investment viability and risk1
• Venture Capital Management: Developing KPIs and managing budgets for portfolio companies1
• Renewable Energy Project Management: Leading projects from inception to completion1

In 2023, David's clients achieved significant milestones:

• Raised $9 million in funding
• Managed $4.5 billion in Assets Under Management1

Previous Experience

Prior to his current role, David worked as a Sell-Side Research Analyst at Salman Partners, focusing on the Metals and Mining industry.1 His achievements in this position include:

• Receiving the 2013 Thomson-Reuters Starmine Award, ranking 3rd for Metals & Mining Earnings Estimator
• Ranking 6th overall in Canada as an Earnings Estimator1

Skills and Expertise

David's areas of expertise include:

• Financial modeling and valuation
• Market analysis and investment recommendations
• Project management, particularly in renewable energy
• Value creation through operational and financial management1

David West's LinkedIn profile (username: westvaluation) showcases his extensive experience and achievements in the financial sector, highlighting his role as a Fractional CFO dedicated to driving growth and success for his clients.1