David Altwerger Mba, Cfp®

David Altwerger, MBA, CFP®, has a strong background in financial services and healthcare revenue management. David most recently served as the Director of Accounts Receivable at Centria Healthcare, where they were responsible for overseeing billing, AR follow-up, and cash posting functions. David worked closely with senior leadership to optimize workflows and increase cash collection, resulting in a 20% reduction in bad debt.

Prior to that, Altwerger was an Operations Manager at R1 RCM, where they managed a 90-person team across three hospitals. David implemented an online training platform that reduced attrition by 71% and standardized training processes. Altwerger also served as the Midwest Regional Senior Lead for Performance Management at R1 RCM.

Earlier in their career, Altwerger worked as a Financial Advisor at Waddell & Reed and a Financial Advisor and Financial Planning Specialist at Morgan Stanley Wealth Management. In these roles, they built and maintained relationships with clients, leading to significant asset and revenue growth. Altwerger also implemented client experience processes and negotiated with third-party vendors to enhance the overall client experience.

David Altwerger has a diverse education background in the field of Business Administration and Management. David obtained a Master of Business Administration (MBA) degree from the Michigan State University - Eli Broad College of Business for the period of 2018 to 2020. Prior to their MBA, David completed their Bachelor of Science degree from Central Michigan University, although the specific field of study is not provided. In addition to their academic achievements, David also holds certifications such as the CERTIFIED FINANCIAL PLANNER™ from the Certified Financial Planner Board of Standards, Inc., which they obtained in December 2013, and the Chartered Retirement Planning Counselor™ from the College for Financial Planning, obtained in June 2013.