David joined IAI in December 2015. He is originally from Northwest Ohio and lived in Japan and Seattle prior to relocating to Portland. David has a Bachelor’s of Science in Business Administration from Heidelberg University. His specialties include cash-flow testing and projections, fair value modeling, and VBA programming.
David has experience in the administration of qualified and non-qualified individual retirement plans and is working toward becoming an Associate of the Society of Actuaries. He enjoys learning new approaches and working with small companies to meet their retirement goals for the future.
Outside of work, David enjoys hiking, programming, and making wine.
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