David Walker, II

David Walker, II

Private Client Division

Followers of David Walker, II1000 followers
location of David Walker, IIDetroit Metropolitan Area

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  • Timeline

  • About me

    Director, Business Development at Precise Home Health Care

  • Education

    • Michigan State University

      -
      Bachelors of Arts Finance, Economics 3.5

      Activities 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 2011
      Private Client Division
    • GE Capital

      Jun 2012 - Aug 2012
      Financial Management Program (FMP) Intern
    • Jefferies LLC

      Jun 2013 - Aug 2013
      Investment Banking Summer Analyst

      Generalist (FIG, REGAL, Healthcare, Industrials)

    • Jefferies LLC

      Jul 2014 - Feb 2016
      Investment Banking Analyst

      Media & Telecommunications investment banking transactions included capital raises (debt/equity) and strategic M&A advisory.

    • Caesars Entertainment Corporation

      Feb 2016 - Sept 2017
      Corporate Planning

      Breadth 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 - now
      Director, Business Development

      Caring 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 2023
      Secretary, Commission on Senior Adults

      The 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
    • Series 79

      Financial Industry Regulatory Authority (FINRA)
  • Volunteer Experience

    • Meals on Wheels

      Issued by Detroit Area Agency on Aging
      Detroit Area Agency on AgingAssociated with David Walker, II