159 Bank Street, 4th Floor
Burlington, VT 05401
Dave is responsible for the management and supervision of a portfolio of single parent and group captive insurance companies managed from our Vermont office. His activities include the preparation and review of monthly and quarterly financial statements, regulatory filings and co-ordination of external audits and examinations. He also oversees and co-ordinates junior accountants on accounts. Firm-wide, Dave serves as Chair of the company’s Professional Standards Committee and is a member of the Risk Retention Group practice.
Dave joined SRS in 2014. He has over 30 years of accounting experience with more than 25 years in the insurance industry as a chief financial officer or auditor. Dave has extensive experience with commercial insurance companies, including NAIC regulatory filings and statutory accounting. He also has a background in captive insurance having audited many Vermont domiciled captives including single parent and group captives including risk retention groups.
Prior to joining SRS, Dave was Chief Financial Officer with Co-operative Insurance Companies, a position he held for 14 years. He was responsible for all aspects of financial management and reporting for the $70 million property-casualty insurance company based in Middlebury, Vermont. He was also a member of the company’s Executive Management Team, responsible for strategic and operational planning. Dave started his career in auditing and spent 13 years as an auditor in Vermont, including leading the Vermont office of Johnson Lambert.