With more than 20 years of risk management experience, David has a proven track record of helping credit unions implement and improve Enterprise Risk Management programs that are properly tailored to each one. David is known for his attention to integrating ERM with a credit union’s strategy management processes and board governance. He works with key stakeholders to discover the shared vision for the credit union and the Enterprise Risk Management program to ensure alignment and long-term success.
Prior to his focus on Enterprise Risk Management, David spent more than 10 years in information security leadership roles focusing on cyber, information security, and related technology risks. This has proven to be valuable to our clients in this digital landscape that is home to some of our most challenging risks.
Before joining Rochdale in 2023, David was the owner and Chief Risk Off icer of RGS Business Advisors Inc., an Enterprise Risk Management consulting firm dedicated to credit unions.
David’s professional experience began at a boutique financial advisory firm structuring municipal bonds for state and local governments across the country. From there he began his information security career at large organizations such as Boston Scientific and Target Corporation. In 2010 he started his ERM career at a large Minnesota credit union as the Vice President of ERM and Strategy Management, followed by founding RGS Business Advisors in 2014.
David received a Bachelor of Science in Finance, as well as a Master of Business Administration from the Carlson School of Management at the University of Minnesota.