David Middleton,
CFA, Managing Director for Twist Financial, is a strategic financial
resource for small to mid-sized companies in transition. David specializes
in the areas of infrastructure planning and capital planning to support
his clients' growth plans - aligning finance with the business strategy
and goals.
An
Ideal Blend of Knowledge, First-Hand Experience for Start-Ups and
Strong Relationship Management and Conflict Resolution Capabilities
David is a catalyst for change - able to quickly assess a situation,
get to the root of an issue or problem, and create a solution for sustainable
change.
David is a Chartered Accountant with an IT specialty (CA-IT) and holds
a CPA designation. He is a CFA charterholder and has the CFO and PDO exams
required for IDA registered Investment Dealers.