Diane, Tech Marketing
David bends time and space. That’s the only explanation for how he solved a 4-year old tax return overcharge, on 8-year old international stock sale, via a brokerage that had been sold twice since then. David’s existing knowledge was staggering, but his rapid research skills were even more impressive. Obstacles could not deter him. He turned it around in half the time expected. He made a complex process understandable and, more importantly, winnable.