Hello & Welcome
I’M G. DAVID LEIDEL, JR.
SENIOR EXECUTIVE & CONSULTANT
Seasoned financial executive and board leader with deep expertise in wealth management, tax representation, and fiduciary governance. Proven record of success in strategic planning, regulatory compliance, and nonprofit and public-sector board leadership. Brings a disciplined, results-oriented approach honed by military service and entrepreneurial leadership across finance, insurance, and advisory domains.
David Leidel
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Sebring, FL
contact@davidleidel.com
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TOP SKILLS
STRATEGIC FINANCIAL PLANNING
TAX REGULATION & IRS REPRESENTATION
FIDUCIARY OVERSIGHT
INVESTMENT MANAGEMENT
RISK MITIGATION
BUDGET DEVELOPMENT & OVERSIGHT
GOVERNANCE & COMPLIANCE
BOARD LEADERSHIP & ADVISORY
PUBLIC POLICY & GOVERNMENT RELATIONS
NONPROFIT STRATEGY
REAL ESTATE FINANCE
INSURANCE & ANNUITY PLANNING
PROVEN TRACK RECORD IN
Board Leadership & Governance
- Over 20 years of board experience spanning nonprofit, government, and corporate sectors.
- Led executive hiring, budget workshops, and major financial structuring efforts as Board Chair.
- Oversaw governance for organizations with multimillion-dollar budgets and statewide mandates.
- Advised on investment of surplus funds and collateralization of public finance instruments.
- Advocated on behalf of institutions at the federal, state, and community levels.
Financial Strategy & Investment Oversight
- Co-founded and managed a $350M+ SEC-registered investment advisory firm.
- Combines fiduciary discipline with advanced tax planning to maximize financial outcomes.
- Developed and managed complex financial strategies for high-net-worth individuals and institutional clients.
- Held Series 63, 66, and state insurance licenses to deliver integrated financial solutions.
- Successfully resolved multimillion-dollar tax liabilities through expert negotiation and audit representation.
Tax & Regulatory Expertise
- Federally licensed Enrolled Agent with the IRS, representing clients in all 50 states.
- Extensive experience with tax preparation, audits, appeals, and collections.
- Former Vice Chair of a $300M+ health program’s finance committee, advising on efficient fund use.
- Trusted advisor on compliance, risk, and regulatory frameworks impacting board-level decision-making.
- Led financial presentations and guided strategic cash management at the state level.