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Investment Team

Kevin Prunty

Kevin Prunty

Senior Managing Director
Head of PD&E Investments

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+1 (636) 736-2948
Kevin Prunty

Kevin Prunty

Senior Managing Director
Head of PD&E Investments

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+1 (636) 736-2948

Senior Managing Director, Head of PD&E Investments

As a Senior Managing Director and Head of the Private Debt & Equity team, as well as a member of the Investment Committee, Kevin is responsible for all facets of the team including origination, structuring, portfolio management, deal operations and reporting.  

Kevin joined RGA in April 2015 and has over 23 years of experience in the private investment market, managing over $3B in debt, equity and fund investments throughout his career.  Prior to joining RGA, Kevin worked largely in the leveraged lending industry for a number of institutions including Wachovia, Citigroup, Parkside Financial and LaSalle Bank/ABN AMRO, where he started his career, as well as on the equity side for Caparo Group, a London-based family office focused on niche manufacturing companies.

Originally from Chicago, Kevin earned a Bachelor of Science in Business Administration (BSBA) from Washington University in St. Louis, where he was also a captain and four-year letterwinner on the men’s basketball team.

Personal Fact: Kevin and his wife Kelly founded Addiction is Real (AIR) a 501(c)(3) nonprofit organization focused on educating parents and caregivers on the dangers of drug and alcohol abuse, an organization that now operates on a national level.  Kevin and Kelly have five children and when he is not driving them to various events, he attempts to pretend like he knows what he is doing on a golf course and coaches many youth sports teams.
Trevor Gibson

Trevor Gibson

Managing Director
PD&E Investments

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+1 (636) 736-8572

Trevor Gibson

Trevor Gibson

Managing Director
PD&E Investments

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+1 (636) 736-8572

Managing Director, PD&E Investments

As a Managing Director and member of the Private Debt and Equity Investment Committee, Trevor Gibson is responsible for originating, evaluating, and structuring direct lending (unitranche, second lien, mezzanine) and equity co-investment opportunities as well as fund investments.
  
Prior to joining RGA in 2017 as a Senior Director, Trevor was with BMO Harris Bank where he was responsible for new business development, underwriting, structuring, and relationship management across a diverse set of industries, including both leveraged and non-leveraged transactions, working with both family-owned and private equity owned businesses in the lower middle market.  Prior to BMO, Trevor spent his career in similar roles at various banking institutions including LaSalle Bank, where he started his career in 2005.
  
Trevor received a Bachelor of Science in Business Administration (B.S.B.A.) in finance from the University of Missouri and a Master of Business Administration (M.B.A.) from the Olin School of Business at Washington University in St. Louis.  Prior to attending the University of Missouri, he served in the United States Navy as a Non-Commissioned Officer and helicopter aircrewman.

Personal Fact:  Trevor enjoys spending time with his three kids, playing golf and spending time outdoors.

Brett Parr

Brett Parr

Managing Director
PD&E Investments

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+1 (636) 736-8525 
Brett Parr

Brett Parr

Managing Director
PD&E Investments

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+1 (636) 736-8525 

Managing Director, PD&E Investments

As a Managing Director and member of the Private Debt and Equity Investment Committee, Brett Parr is responsible for originating, evaluating, and structuring direct lending (unitranche, second lien, mezzanine) and equity co-investment opportunities as well as fund investments.
  
Prior to joining RGA in April 2017, Brett spent a decade at Capital For Business, Inc.
(a subsidiary of Commerce Bancshares, Inc.), managing a portfolio of subordinated debt and equity investments in the lower middle market. Prior to CFB, he began his career in the Leverage Finance Group at U.S. Bank, managing direct lending relationships with private equity sponsors.
 
Brett received a Bachelor of Science in Business Administration (B.S.B.A.) from the University of Kansas and a Master of Business Administration (M.B.A.) from the Olin School of Business at Washington University in St. Louis. He is also a tenured member of the Association for Corporate Growth (ACG) and the Alliance of Merger and Acquisition Advisors (AM&AA).

Personal Fact:  Brett enjoys spending time with his wife and two kids, playing golf and watching sports.
 
Nick Careklas

Nicholas Careklas

CPA (inactive)
Senior Director
PD&E Investments
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+1 (636) 736-3541
Nick Careklas

Nicholas Careklas

CPA (inactive)
Senior Director
PD&E Investments
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+1 (636) 736-3541

Senior Director, PD&E Investments

As a Senior Director and member of the Private Debt and Equity Investment Committee, Nick Careklas is responsible for originating, evaluating, and structuring direct lending (unitranche, second lien, mezzanine) and equity co-investment opportunities as well as fund investments.
  
Prior to joining RGA in 2017 as a Senior Associate, Nick was with PricewaterhouseCoopers (“PwC”), a Big Four accounting and advisory firm. In this role, he was responsible for providing audit services to public and private companies across a wide array of industries, including publicly held retail and consumer products companies along with portfolio companies of middle market private equity funds.

Nick received both a Bachelor of Science in Accountancy (BSAcc) and Master of Accountancy (MAcc) from the University of Missouri – Columbia.
  
Personal Fact:  Nick enjoys spending time with his wife and three kids, spending time outdoors, and watching / attending various sporting events.
Sam Panke-web

Sam Panke

Senior Director
PD&E Investments
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+1 (636) 736-8132

Sam Panke-web

Sam Panke

Senior Director
PD&E Investments
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+1 (636) 736-8132

Senior Director, PD&E Investments

As a Senior Director and member of the Private Debt and Equity Investment Committee, Sam Panke is responsible for originating, evaluating, and structuring direct lending (unitranche, second lien, mezzanine) and co-investment opportunities, as well as fund investments.
  
Prior to joining RGA in 2018, Sam was a Vice President in the Syndicated & Leveraged Finance group at SunTrust Robinson Humphrey in Atlanta, where he had significant experience structuring and executing a broad range of debt capital markets transactions, including leveraged buyouts and recapitalizations, across a diverse set of industries.

Sam received a Bachelor of Arts in Economics from Vanderbilt University with minors in English and Financial Economics. He also studied at the London School of Economics in 2008 with a focus on Intermediate Micro- and Macroeconomics.

Outside of work, Sam is involved with the Church of St. Michael and St. George and serves on the Advisory Council at Our Little Haven, in addition to other civic and charitable organizations in St. Louis.

Personal Fact:  Sam enjoys spending time with his wife and two sons, traveling and spending time outdoors.
Ben Dinehart

Ben Dinehart

Director
PD&E Investments

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+1 (636) 736-3723
Ben Dinehart

Ben Dinehart

Director
PD&E Investments

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+1 (636) 736-3723

Director, Private Debt & Equity Investments

As a Director on the Private Debt and Equity team, Ben Dinehart is responsible for originating, evaluating, and structuring direct lending (unitranche, second lien, mezzanine) and equity co-investment opportunities as well as fund investments.
 
Prior to joining RGA in February 2021, Ben was a relationship manager with CIBC Bank in St. Louis, Missouri, where he had ten years of experience in underwriting, structuring, and portfolio management across a diverse set of industries, including both leveraged and non-leveraged transactions, working with both family and private equity owned businesses in the lower middle market.

Ben received both his Master of Business Administration (M.B.A.) in management and Bachelor of Science Business Administration (B.S.B.A.) in accounting from Rockhurst University.

Personal Fact:  Ben enjoys spending time with his wife and two children, trying new restaurants, and playing golf.

Tewari_Bhabya_Hi_Res_Bio

Bhabya Tewari

Director
PD&E Investments
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+1 (636) 736-7101
Tewari_Bhabya_Hi_Res_Bio

Bhabya Tewari

Director
PD&E Investments
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+1 (636) 736-7101

Director, PD&E Investments

As a Director on the Private Debt and Equity team, Bhabya Tewari is responsible for originating, evaluating, structuring, diligence, execution and management of direct lending (unitranche, second lien, mezzanine), and equity co-investment opportunities as well as fund investments.

Prior to joining RGA full-time as an Associate in 2018, Bhabya was our summer intern in 2017 while getting her MBA.  Preceding her time at RGA, Bhabya worked in the commercial and corporate banking industry in Mumbai, India wherein her role included originating and underwriting commercial loans and managing a portfolio of middle market companies across a broad range of industries. She specialized in corporate lending, trade and receivables finance, and structured loans.
 
Bhabya holds a Master of Finance from The London School of Economics and Political Science (LSE) and a Master of Business Administration from Olin Business School at Washington University in St. Louis. She received her Bachelor of Arts in Economics and Statistics from St. Xavier’s College, Mumbai.

Outside of the office, Bhabya enjoys spending time with family, discovering new restaurants with friends, listening to podcasts, reading a good thriller and gardening.
Kassy Gardner

Kassy Gardner

Director
Deal Execution and Operations
PD&E Investments
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+1 (636) 736-8968
Kassy Gardner

Kassy Gardner

Director
Deal Execution and Operations
PD&E Investments
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+1 (636) 736-8968

Director, ​PD&E Investments

As Director of Deal Operations and Execution, Private Debt & Equity, Kassy Gardner is responsible for the preparation of deals and amendments to close and be integrated into RGA’s systems and processes before they are handed off to the PD&E Operations team. Additionally, Kassy acts as the Administrative Agent for applicable syndicated debt deals.

Prior to joining RGA in 2018, Kassy was with Brown Smith Wallace, LLP and with Centene Corporation. Her experience includes auditing and advisory services regarding public and private insurance companies, as well as financial monitoring and reporting of subsidized state-based health insurance marketplace exchanges.

Kassy received a Bachelor of Science in accounting from Missouri State University and is a member of the Insurance Accounting & Systems Association, Inc. (IASA). 

Michael McNulty

Michael McNulty

CPA
Senior Associate
PD&E Investments

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+1 (636) 736-3860
Michael McNulty

Michael McNulty

CPA
Senior Associate
PD&E Investments

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+1 (636) 736-3860

Senior Associate, PD&E Investments

As a Senior Associate on the Private Debt and Equity team, Michael McNulty is responsible for evaluating, structuring, diligence, execution and management of direct lending (unitranche, second lien, mezzanine) and equity co-investment opportunities as well as fund investments.

Prior to joining RGA in 2021 as an Associate, Michael was with PricewaterhouseCoopers (“PwC”), a Big Four accounting and advisory firm. In this role, he was responsible for managing and providing audit services to public and private companies across a wide array of industries, including publicly held retail and consumer products companies along with portfolio companies of middle market private equity funds.

Michael received both a Bachelor of Science in Accountancy (BSAcc) and Master of Accountancy (MAcc) from the University of Missouri – Columbia.  He is a Certified Public Accountant (CPA) in the state of Missouri.

Personal Fact: Raised in Saint Louis, Michael enjoys cheering on his hometown sports teams, traveling, and spending time in the outdoors. 
Trent Pavic

Trent Pavic

Senior Associate
PD&E Investments
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+1 (636) 736-3191
Trent Pavic

Trent Pavic

Senior Associate
PD&E Investments
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+1 (636) 736-3191

Senior Associate, Private Debt & Equity Investments

As a Senior Associate on the Private Debt and Equity team, Trent Pavic is responsible for evaluating, structuring, diligence, execution and management of direct lending (unitranche, second lien, mezzanine) and equity co-investment opportunities as well as fund investments.

Prior to joining RGA in 2021, Trent was with Midwest BankCentre where he was responsible for new business development, underwriting, structuring, and relationship management across a diverse set of industries, including both leveraged and non-leveraged transactions in the lower middle market.  Prior to Midwest BankCentre, Trent spent his career in similar roles at various banking institutions including PNC Bank, where he started his career in 2010. 
 
Trent received a Bachelor of Science in (B.S.) in finance from the University of Dayton and a Master of Business Administration (M.B.A.) from the Olin School of Business at Washington University in St. Louis.  

Personal Fact:  Trent enjoys spending time with his wife and two kids and traveling. He is also involved in Our Little Haven, a St. Louis based non-profit. 
Kyle Quatrochi

Kyle Quatrochi

CPA (inactive)

Senior Associate
PD&E Investments
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+1 (636) 736-2861

 
Kyle Quatrochi

Kyle Quatrochi

CPA (inactive)

Senior Associate
PD&E Investments
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+1 (636) 736-2861

 

Senior Associate, PD&E Investments

As a Senior Associate on the Private Debt and Equity team, Kyle Quatrochi is responsible for evaluating, structuring, diligence, execution and management of direct lending (unitranche, second lien, mezzanine) and equity co-investment opportunities as well as fund investments.

Prior to joining RGA in 2019 as an Associate, Kyle was with PricewaterhouseCoopers (“PwC”), a Big Four accounting and advisory firm.  In this role, Kyle provided audit service to public and private companies in a variety of industries including retail and consumer products and portfolio companies of a middle market private equity fund.
 
Kyle received both a Bachelor of Science in Accountancy (BSAcc) and Master of Accountancy (MAcc) from the University of Missouri – Columbia and is an inactive CPA. 

Personal Fact:  Kyle enjoys spending time with his family and playing with his dogs in his free time. 
Joseph Cribbin

Joe Cribbin

CPA
Senior Analyst
PD&E Investments
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+1 (636) 736-5581
Joseph Cribbin

Joe Cribbin

CPA
Senior Analyst
PD&E Investments
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+1 (636) 736-5581

Senior Analyst, Private Debt & Equity Investments

As a Senior Analyst on the Private Debt and Equity team, Joe Cribbin is responsible for evaluating, underwriting, monitoring and performing due diligence on direct lending (unitranche, second lien, mezzanine) and equity co-investment opportunities as well as fund investments.

Prior to joining RGA in 2022, Joe was a consultant with RubinBrown LLP, serving on the transaction advisory services team where he conducted sell-side and buy-side financial due diligence on target companies in the middle market to support potential sellers and private equity clients during the transaction process.

Joe received a Bachelor of Science in Business Administration in finance and accounting from Creighton University, with a minor in Spanish. He is a Certified Public Accountant in the state of Missouri.

Personal Fact: Joe enjoys playing golf, watching sports, and exploring the local restaurant scene. 
Nicholas Marlo

Nicholas Marlo

Senior Analyst
PD&E Investments
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+1 (636) 736-3590
Nicholas Marlo

Nicholas Marlo

Senior Analyst
PD&E Investments
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+1 (636) 736-3590

Senior Analyst, PD&E Investments

As a Senior Analyst on the Private Debt and Equity team, Nicholas Marlo is responsible for evaluating, underwriting, monitoring and performing due diligence on direct lending (unitranche, second lien, mezzanine) and equity co-investment opportunities as well as fund investments.

Prior to joining RGA full time in 2020 as an Analyst, Nicholas completed an internship with the Private Debt & Equity team in 2019.  His responsibilities included in-depth diligence of new investment opportunities and monitoring the existing portfolio. 

Nicholas received a Bachelor of Science in Business Economics and Finance from Southern Illinois University Edwardsville where he graduated Magna Cum Laude.

Personal Fact: Nicholas was a two-time captain of the Rend Lake College Men’s Basketball team and two-time NJCAA Academic All-American during his time at Rend Lake College.
 
Rachel Narducci 300x200

Rachel Narducci

Senior Analyst
PD&E Investments 
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Rachel Narducci

Senior Analyst
PD&E Investments 
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Senior Analyst, PD&E Investments

As a Senior Analyst on the Private Debt and Equity team, Rachel Narducci is responsible for evaluating, underwriting, monitoring and performing due diligence on direct lending (unitranche, second lien, mezzanine) and equity co-investment opportunities as well as fund investments.

Prior to joining RGA in 2022, Rachel was a Senior Analyst at Avascent (acquired by Oliver Wyman), where she supported growth strategy development for firms in the aerospace/defense and healthcare industries and conducted commercial due diligence on private equity acquisition targets.

Rachel received a Bachelor of Arts in economics from Washington University in St. Louis, with a minor in psychological and brain sciences.
 
Personal Fact:  Rachel enjoys traveling, cooking, and spending time outdoors.






Daniel Rasche

Daniel Rasche

Senior Analyst
PD&E Investments
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+1 (636) 736-5199
Daniel Rasche

Daniel Rasche

Senior Analyst
PD&E Investments
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+1 (636) 736-5199

Senior Analyst, ​PD&E Investments

As a Senior Analyst on the Private Debt and Equity team, Dan Rasche is responsible for evaluating, underwriting, monitoring and performing due diligence on direct lending (unitranche, second lien, mezzanine) and equity co-investment opportunities as well as fund investments.

Prior to joining RGA in 2022, Dan was with Stifel Bank & Trust as an analyst and later a portfolio manager where he managed Stifel’s Leveraged Finance portfolio, consisting of more than $275 million of commitments.
 
Dan received a Bachelor of Science in Business Administration (B.S.B.A.) in finance from the University of Missouri.

Personal Fact:  Dan enjoys playing golf and traveling.

Andrew Silverstone

Andrew Silverstone

Senior Analyst
PD&E Investments
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+1 (636) 736-5334
Andrew Silverstone

Andrew Silverstone

Senior Analyst
PD&E Investments
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+1 (636) 736-5334

Senior Analyst, PD&E Investments

As Senior Analyst on the Private Debt and Equity team, Andrew Silverstone is responsible for evaluating, underwriting, monitoring and performing due diligence on direct lending (unitranche, second lien, mezzanine) and equity co-investment opportunities as well as fund investments.

Prior to joining RGA in 2022, Andrew had over three years of public audit experience with Deloitte where he provided audit services to public and private companies across multiple industries including aerospace & defense, healthcare, and a public company spinoff. Prior to Deloitte, Andrew spent time as a Teaching Assistant at the University of Missouri Columbia for the Robert J. Trulaske Sr. College of Business. 

Andrew received both a Bachelor of Science in Accountancy (BSAcc) and Master of Accountancy (MAcc) from the University of Missouri – Columbia.
  
Personal Fact: Andrew enjoys playing hockey/golf and spending time with his Labrador Retriever outdoors.


Matthew Ferance

Matt Ference

Analyst
PD&E Investments
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+1 (636) 399-8690
Matthew Ferance

Matt Ference

Analyst
PD&E Investments
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+1 (636) 399-8690

Analyst, PD&E Investments

As an Analyst on the Private Debt and Equity team, Matt Ference is responsible for evaluating and underwriting direct lending (unitranche, second lien, mezzanine) and equity co-investment opportunities as well as fund investments.
  
Prior to joining RGA in 2022, Matt received a Bachelor of Science (B.S.) in marketing, a Master of Business Administration (M.B.A.), and Master of Science (M.S.) in finance from Northern Illinois University where he was also a member of the football team.

Personal Fact:  Matt enjoys working out, playing golf and watching NIU football.
Matt Schau

Matt Schau

Analyst
PD&E Investments
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+1 (636) 736-1850
Matt Schau

Matt Schau

Analyst
PD&E Investments
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+1 (636) 736-1850

Analyst, PD&E Investments

As an Analyst on the Private Debt and Equity team, Matt Schau is responsible for evaluating, underwriting, monitoring and performing due diligence on direct lending (unitranche, second lien, mezzanine) and equity co-investment opportunities as well as fund investments.  

Prior to joining RGA, Matt was an associate analyst at Fitch Ratings, one of the Big Three credit rating agencies. In his role, he was responsible for monitoring collateralized loan obligation (CLO) transactions and assisting in structured credit market research.

Matt received a Bachelor of Science in Business Administration from Indiana University, where he majored in finance and international business.

Personal Fact: Matt spends his time with his dog, playing sports with friends, and watching the Chicago Bears.
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Casey Martell

Senior Administrative Assistant
PD&E Investments
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+1 (636) 736-2911
Caasey Martell 300x200

Casey Martell

Senior Administrative Assistant
PD&E Investments
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+1 (636) 736-2911

Senior Administrative Assistant, PD&E Investments

As Senior Administrative Assistant, Private Debt & Equity, Casey Martell is responsible for coordinating the many details of the team’s administrative operations, including travel, marketing, team support, and customer databases.

Casey joined RGA in 2021 with 16 years of experience in administrative support and customer relationship roles, most recently as Medical Assistant Receptionist with St. Luke’s Medical Group in Winghaven, Missouri.

Portfolio Management and Operations

Stan Beltramea

Stan Beltramea

Senior Director
PD&E Portfolio Management
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+1 (636) 736-5301
Stan Beltramea

Stan Beltramea

Senior Director
PD&E Portfolio Management
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+1 (636) 736-5301

Senior Director, PD&E Portfolio Management

As Senior Director, Private Debt & Equity Portfolio Management, Stan Beltramea leads the portfolio management process for RGA’s Private Debt and Equity team, including tracking, monitoring, analyzing, rating, and pricing RGA’s Private Debt and Equity investments, which includes direct investments and private equity fund investments. 

Prior to joining RGA, Stan spent 10 years in corporate finance, most recently as Director of Finance at Mark Andy, and before that as Director of Financial Planning & Analysis at Armstrong Energy.  Prior to his corporate experience, Stan spent 10 years in investment and commercial banking, with roles at Wells Fargo (formerly A.G. Edwards), Bank One, and the Industrial Bank of Japan.

Stan received a Bachelor of Science degree in Finance from Illinois State University, a Master of Arts degree in International Relations from Johns Hopkins University SAIS, and a Master of Business Administration from Indiana University.

Ryan Peters

Ryan Peters

CFA
Senior Associate
PD&E Portfolio Management

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+1 (636) 736-2038
Ryan Peters

Ryan Peters

CFA
Senior Associate
PD&E Portfolio Management

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+1 (636) 736-2038

Senior Associate, PD&E Portfolio Management

As Senior Associate, Private Debt & Equity Portfolio Management, Ryan Peters is responsible for preparing portfolio reviews, reporting, analyzing, rating, and pricing RGA’s Private Debt and Equity investments, which includes direct investments and private equity fund investments.  He also helps to develop systems that streamline the collection and reporting of financial performance data of portfolio companies.

Prior to coming to RGA, Ryan worked as an investment banker for seven years in Minneapolis, MN where he was a Vice President at Hennepin Partners.  In that role, he completed 20 merger and acquisition transactions in the lower middle market with an aggregate value of more than $650 million.  He was also an Investment Operations Analyst at Thrivent Financial, where he provided trade support for various asset classes including equities, corporate and government bonds, mortgage-backed securities, commercial paper, convertible stock, derivatives, and syndicated bank loans.

Ryan received a Bachelor of Science degree in Finance from the University of Minnesota, and is a CFA charterholder.

Joe Staley

Joe Staely

Analyst
PD&E Portfolio Management
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+1 (636) 736-8696
Joe Staley

Joe Staely

Analyst
PD&E Portfolio Management
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+1 (636) 736-8696

Analyst, PD&E Portfolio Management

As an Analyst on the Private Debt & Equity team, Joe Staely performs in-depth diligence research on potential portfolio companies and private equity funds. His responsibilities also include monitoring and evaluating financial reports and assessments, as well as analyzing historical fund performance for forecasting variable income. He has been with the company since 2022.

Prior to joining RGA, Joe was a Senior Analyst, Collateral and Valuation with NISA Investment Advisors where he was responsible for valuing over-the-counter and exchange-traded derivatives, creating and managing exposure, and collateral position reports of derivative trades for internal and client use.

Joe received bachelor’s degrees in business analytics and economics from the University of Kansas.

Pam Hankins

Pam Hankins

Senior Analyst
PD&E Finance
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+1 (636) 736-5756
Pam Hankins

Pam Hankins

Senior Analyst
PD&E Finance
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+1 (636) 736-5756

Senior Analyst, PD&E Finance

In her role as Senior Analyst, Private Debt & Equity Finance, Pam Hankins manages operations cash flow including all capital calls and fund distributions, the onboarding of new funds, equity investments and loans, as well as all operational aspects of loan management. She joined the company in 2013 as part of the investment department, where she served as Project Coordinator for five years.

Prior to joining RGA, Pam worked for A.G. Edwards & Sons, A.G. Edwards Trust Company, and Guarantee Electrical Company in roles including trainer, IT training coordinator, and office manager.
David Clayton2

David Clayton

CPA (inactive)
Senior Vice President
Private Markets
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David Clayton2

David Clayton

CPA (inactive)
Senior Vice President
Private Markets
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Senior Vice President, Private Markets

As Senior Vice President, Private Markets, David Clayton is responsible for managing the Private Debt and Equity platform, with current assets under management exceeding $1 billion. David also manages the lifetime mortgage asset class, a key strategic asset supporting RGA’s pension risk transfer business in the U.K., with holdings exceeding $700 million.

David joined RGA in 2010 and was previously Chief Operating Officer of Investments, responsible for managing all financial reporting, budgeting, and operational aspects of the department. David was also an owner of the Project TRADE investments system infrastructure initiative that implemented FINDUR for derivatives, efront for alternative assets, and Markit Enterprise Data Management, integrating each with the department’s data warehouse. The project also included automating and implementing best-in-class processes.

David has more than 35 years of experience in investments, asset management, finance, and accounting. Prior to joining RGA, David was Senior Vice President at Capmark Financial Group and Conning Asset Management Company. David also worked at Citicorp Management and Ernst and Young.

David received his Bachelor of Science in Business Administration degree in accounting from the University of Missouri – Columbia. David is a Certified Public Accountant (inactive).