
David Walker, II
Private Client Division

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About me
Director, Business Development at Precise Home Health Care
Education

Michigan State University
-Bachelors of Arts Finance, Economics 3.5Activities and Societies: Studied Marketing abroad in London, England, Michigan State University Student Investment Fund, Student Investment Association, and Multicultural Business Students
Experience

Oppenheimer & Co. Inc.
Jun 2011 - Aug 2011Private Client Division
GE Capital
Jun 2012 - Aug 2012Financial Management Program (FMP) Intern
Jefferies LLC
Jun 2013 - Aug 2013Investment Banking Summer AnalystGeneralist (FIG, REGAL, Healthcare, Industrials)

Jefferies LLC
Jul 2014 - Feb 2016Investment Banking AnalystMedia & Telecommunications investment banking transactions included capital raises (debt/equity) and strategic M&A advisory.

Caesars Entertainment Corporation
Feb 2016 - Sept 2017Corporate PlanningBreadth of work included mergers & acquisitions, strategy, financial planning & analysis, board/sponsor presentations, capital budgeting, and ad-hoc analyses.

Precise Home Health Care Services
Mar 2017 - nowDirector, Business DevelopmentCaring for patients across the Tri-County area since 1998, Precise Home Health Care is committed to making a positive difference in the lives and health status of our clients, by working collaboratively with their doctors and health care professionals. The Company offers a breadth of services including skilled services (nursing, physical/occupational therapy, medical social work), private duty home health services, (personal care/homemaking), adult daycare services, non-emergency transportation, chore services, home delivered meals, and lawn maintenance.I assist in day-to-day business operations as well as financial statement preparation, strategic planning, community outreach, contracting, billing, payroll, collections, 401-k administration, and employee benefits management. Show less

City of Southfield
Apr 2018 - Sept 2023Secretary, Commission on Senior AdultsThe Commission on Senior Adults is a fifteen member body appointed by the CityCouncil for three-year terms. The Commission's primary responsibility is two-fold: (1) Investigate and study the broad scope of needs, concerns, and problems of senioradults living in the City of Southfield and (2) Present information and recommendations to the Mayor and City Council related to senior citizens' needs. The Commission is comprised of seniors as well as other individuals specializing in services to senior adults. Show less
Licenses & Certifications

Bloomberg Fixed Income Essentials
Bloomberg LP
Bloomberg Equity Essentials
Bloomberg LP
Series 63
NASAA.webp)
Series 79
Financial Industry Regulatory Authority (FINRA)
Volunteer Experience
Meals on Wheels
Issued by Detroit Area Agency on Aging
Associated with David Walker, II
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