DAVID P. TEMPLIN

4005 Gulf Shore Boulevard N.,  Suite 300, Naples, FL34103

(239) 776-6263 (cell)   (239) 261-8187 (home)         

dptemplin@comcast.net

PROFESSIONAL EXPERIENCE

OWENS STRATEGY GROUP                                                                                           NAPLES, FL

DIRECTOR-DATA ANALYSIS                                                                                         2005-Present

•  Transformed raw data from the client’s accounting systems into actionable information summarized by product segment, class, and brand.

•  Analyzed the profitability of private label brands versus national brands across geographic regions and product classes and compared these to the client’s main competitor.

ADVANCE GROUP, INC.                                                                                                 NEW YORK, NY

EXECUTIVE DIRECTOR-LICENSING AND COMMISSIONS                                      2003-2004

•  Prepared royalty reports and payments to licensors representing over $200 million of Company revenue.

•  Collaborated with the IT Department to design systems that transformed the calculation of royalties and commissions from a primarily paper-based process to an electronic one.

PORTFOLIO DIAGNOSTICS, INC.                                                                                 NEW YORK, NY

LEAD CONSULTANT                                                                                                       2002-2003

•  Designed an integrated financial statement template that saved the client $250,000/year in outsourced accounting expenses.

•  Integrated the client’s west coast subsidiary’s financial data into the corporate-wide accounting system, re-categorizing all line items to ensure consistency between the two databases. 

HSBC BANK USA                                                                                                             NEW YORK, NY

DIRECTOR OF RESEARCH                                                                                              1999-2001

•  Provided identification and ongoing due diligence for the investment managers utilized in HSBC’s investment products.

•  Prepared periodic newsletters for clients and the private bankers.

•  Wrote the bank's mutual funds annual report (economic overview, market review, and manager performance summaries).

         

EDUCATION

UNIVERSITY OF CHICAGO                                                         GRADUATE SCHOOL OF BUSINESS

Master of Business Administration     

Specialization in Finance                                                                     Dean's Honor List

UNIVERSITY OF PITTSBURGH                                                    COLLEGE OF ARTS & SCIENCES

Bachelor of Science                                                                            Summa Cum Laude

Joint Mathematics-Economics major, English minor                             Dean’s Honor List each semester

References available upon request