As the leader of client remediation and regulatory response programs at Epiq, David assists financial institutions and other regulated organizations with customized programs that strengthen compliance, mitigate risk, and improve efficiency. This includes guiding clients through complex operational requirements and fulfillment programs for client communication, dissemination of business documents, and payment by physical checks.
David has more than 25 years of experience in the enterprise software and professional services sectors, particularly managing complex strategic relationships with financial institutions and Am Law 100 law firms. His work has focused on complex consultative engagements and guiding organizations from evaluation through implementation and long-term adoption. His expertise also encompasses workflow automation, document composition, and messaging solutions to align programs with operational and regulatory objectives.
His background also includes bankruptcy management, accounts receivable management, and cash forecasting applications across complex client environments. David holds a Bachelor of Science in Marketing from the University of Massachusetts Lowell.
