Meet the Team

David T.

Vice President CA DRE License # 01526603


David is the Vice President of the Acquisition department of The Ivy Group. David brings 17 years of financial management experience, business relationship development and business financial consulting to The Ivy Group.

David spent 7 years successfully operating the Sunnyvale Commercial Banking division of Comerica Bank where he managed, performed audits, provided compliance training, grew deposit portfolios and expanded commercial lending needs of the banking center.

David spent an additional 7 years consulting business executives with financial payments technologies, cash flow strategies, payroll processing technologies, tax payment solutions, reward gift marketing and loan vs. lease structuring.

David’s life and business philosophy genuinely states, “I CARE”; which stands for:
Innovative Collaboration with Authenticity, Resourcefulness & Engaging efforts.