Director, SRS Vermont
Current Responsibility
David is a team leader in our Burlington, Vermont office. He manages a team of client accountants and account managers in the Vermont and South Carolina offices. His client responsibilities include management and supervision of client accounts, including financial and regulatory reporting.
Experience
David joined SRS in 2000. He has 14 years of captive insurance accounting experience. He has audited, examined and managed captive programs ranging from single parent captives to association captives to risk retention groups, as well as experience in the “traditional insurance” market. Prior to joining SRS, David was an examiner for the Captive Division of the Department of Banking, Insurance, Securities and Health Care Administration. The division oversees, monitors and
regulates the largest on-shore domicile for captive programs. David has also worked as a senior auditor with KPMG LLP.
Affiliations
- Member Vermont Captive Insurance Association
- Member of the AICPA
- Member of the Vermont Society of CPAs.
Education and Professional Designations
- Certified Public Accountant, Vermont (1994) and Massachusetts (1992)
- Certified Financial Examiner
- Massachusetts College of Liberal Arts