Your Advisor Services Team

Team

Contact :

(402) 779 – 8984

David Screnar

Chief Financial Officer

As CFO, David’s goal is to raise the overall financial acumen of the business by putting rigor around subjective questions and providing recommendations for how to service customers in an effective and efficient manner.

David joined Carson Group in September 2017. Before he joined, he was the Vice President of Finance for the Unified Communication division of West Corporation, leading business plan development, financial forecasting, and financial analysis, as well as competitive analysis and benchmarking. Prior to his time at West Corporation, David led the Financial Planning and Analysis and Business Intelligence team at InterCall, where he was involved in strategic planning, FP&A and go-to market activities such as sales efficiency, pricing and M&A.

David received his MBA from University of Notre Dame with a focus in Finance and Strategy and holds a Bachelor of Business Administration from Marquette University.

David enjoys spending time with his lovely wife, Emily, and his children, Henry, Harper, Carter and Chloe. He also enjoys reading, Marquette basketball, skiing and traveling.

Getting to know David

Best piece of financial advice David received: Borrowing only based on necessity

Favorite holiday: 4th of July because it’s America’s birthday

Favorite quote: “There are two things in life we alone control…our effort and our attitude.” – Chuck Wilson

Favorite book: Pillars of the Earth by Ken Follett