Financial Consulting
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.

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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.

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Commitment to Education and Community Service
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.

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