David Garcia

Senior Vice President Controller at Stifel Bank & Trust

David Garcia, CPA, has over nine years of experience in accounting and finance. David is currently employed at Stifel Bank & Trust as a Senior Vice President and Controller since September 2019. Prior to this role, they worked at Shamrock Trading Corporation for five years as a Corporate Accounting Manager, where they were responsible for preparing consolidated financial statements, conducting financial planning and analysis, and monitoring the organization's financial performance. Before that, they gained experience in all aspects of accounting as a Staff Accountant at Eighteen Capital Group from 2012 to 2014. David also worked as a Property Accountant at Block Real Estate Services, LLC from 2010 to 2012, where they handled accounting activities for various commercial real estate properties and ownership entities. David'sresponsibilities included monitoring cash balances, reviewing expenses, reconciling bank accounts, and preparing financial statements, among others. Overall, David Garcia has a strong background in accounting and finance, with a focus on real estate investments.

David Garcia, CPA, holds a Master of Accounting (MAc) degree from Truman State University, which they obtained in 2010. Prior to that, they completed their Bachelor of Science (B.S.) in Accounting at Truman State University in 2009. Additionally, David Garcia has obtained a Certified Public Accountant (CPA) certification.

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Timeline

  • Senior Vice President Controller

    September, 2019 - present