Dave Valeri is an Associate Director in the Banking, Insurance & Capital Markets practice at Guidehouse, specializing in asset management and asset servicing operations and technology solutions. Dave brings a wealth of financial industry knowledge to his role through his experience in numerous positions at two of the world's largest financial institutions, along with several projects at Guidehouse.
Dave has extensive experience in investment accounting, financial and regulatory reporting, insurance investments, pension funds, mortgage banking, legal and regulatory compliance, corporate finance, and technology-based processes and selection, allowing him to provide clients with their best options for each of these initiatives. With a focus on cost-savings, process re-engineering, automation, and staffing strategies, he delivers optimal solutions to meet and exceed client needs.
Dave is a seasoned project manager who can balance many tasks simultaneously while working with diverse and global teams to produce excellent results in a timely and cost-efficient manner. Dave has managed and supported several high-performing teams in both the financial services industry and at Guidehouse, through a dedicated sense of delivering actionable reporting, a passion for strategic problem-solving, a drive for continuous process improvement, and a focus on leadership and accountability in each domain.
B.S., Broadcast Journalism, minor in Economics, Syracuse University