Through a relentless focus on the needs and challenges of the customer, David helps retail and consumer banks accelerate growth and profitability. For a regional credit union, he facilitated $1 billion in additional balances through cross-selling and retention strategies. For a leading bank’s consumer credit card division, his work increased digital customer acquisition from 9% to 30%.
He is a catalyst for revenue growth through new market entry, accelerated customer acquisition, improved share of wallet, enhanced loyalty, channel optimization, product development, integration management, and pricing optimization.
He has long fostered the idea that to meet the expectations of customers, banks can’t just execute digital projects and deploy digital offerings; they must truly adopt a digital mindset. With expertise that falls at the intersection of customer and employee experience, legacy and emerging technology solutions, and advanced analytics, he brings a proven track record of delivering game-changing digital services across every dimension of the operating model.
He joined West Monroe in 2022 from PricewaterhouseCoopers, where he developed digital strategies targeting critical enterprise goals. He earned a bachelor’s degree in economics from the College of William & Mary and an MBA from UCLA Anderson.
An avid traveler, he enjoys bringing tastes of the places he has visited into his ever-expanding cooking repertoire. When not working, he may be found exploring Southern California’s rich natural and urban attractions with his wife and two sons or on an annual pilgrimage to his hometown, Louisville, for the Kentucky Derby.
A thought leader and sought-after speaker, he has written numerous articles and presented on customer behavior, channel evolution, and the future of banking.
He is also an Eagle Scout with a lifelong commitment to community service, experiencing the outdoors, and mentoring others. His inclusive leadership style emphasizes agility, mentorship, real-time feedback, and cross-functional and cross-generational understanding to create high performing teams while fostering individual performance.
When eliminating account fees becomes a technology problem