David Weinstein is an experienced finance professional with a significant background in financial management and accounting. Currently serving as a Tax-Aide volunteer at AARP since January 2024, Weinstein previously held the position of Financial Reporting Manager at Unalp CPA Group, Inc. from March 2010 to March 2022, overseeing trust accounting and spearheading the conversion to INTACCT software and Adaptive Planning for enhanced forecasting and budgeting. Weinstein's career includes consulting roles in various organizations, including public relations and banking software implementation, alongside executive positions as CFO at multiple companies, where responsibilities ranged from managing finances for manufacturing operations to cash flow analysis. Weinstein holds an MBA in Finance from Hofstra University and a BS from the University at Albany.
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