David P. Shea
About David P. Shea
David P. Shea is a Director at Marcum LLP, where he has worked since 2023. He has extensive experience in finance, having held senior positions at companies such as Copper Beech Ventures LLC, GE Capital, and Goldman Sachs.
Work at Marcum
David P. Shea currently serves as a Director at Marcum LLP, a role he has held since 2023. He is based in Greenwich, Connecticut. In this position, he leverages his extensive experience in financial management and strategic planning to support the firm's clients. His background in providing fractional CFO services to mid-market businesses enhances his capability to deliver tailored financial solutions.
Previous Experience at Copper Beech Ventures LLC
Before joining Marcum, David P. Shea worked as Managing Director at Copper Beech Ventures LLC from 2009 to 2023. During his 14 years at the firm, he focused on investment strategies and financial oversight, contributing to the growth and success of the organization based in New Canaan, Connecticut.
Education and Expertise
David P. Shea holds a Bachelor's degree in Accounting from Fordham University, which he attended from 1974 to 1978. He furthered his education at the Fordham Gabelli School of Business, earning a Master of Business Administration (MBA) with a focus on Banking, Corporate, Finance, and Securities Law from 1983 to 1986. His academic background supports his expertise in financial analysis and strategic planning.
Career Background
David P. Shea has a diverse career in finance, beginning as a Fixed Income Analyst at Goldman Sachs from 1979 to 1983. He then served as Divisional Chief Financial Officer at GE Capital from 1986 to 2003, where he played a key role in strategic planning. Following this, he was Chief Financial Officer for the Financial Services Group at XL Group plc from 2003 to 2006. His career reflects a strong focus on financial leadership and strategic initiatives.
Achievements in Financial Management
Throughout his career, David P. Shea has achieved significant milestones in financial management. He managed a $15 billion workout portfolio of commercial real estate loans and oversaw financial transactions valued over $8 billion, including NYSE offerings. He has also advised lower mid-market businesses on funding strategies and investor presentations, showcasing his ability to drive financial success.