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My Story

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Certificate of Investment Foundations by CFA Institute
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After earning an MBA from Widener in 1998, I went to work in the finance industry as an Investment Accountant. My main areas of expertise deal with hedge funds and mutual funds. I’ve calculated NAV’s and ROR’s, produced partner allocations & financial statements, and handled audits.

During my time in the investment industry, I’ve developed critical thinking, decision-making, and problem solving skills. As a result, I’ve earned promotions to supervisor and eventually manager, where I’ve trained staff on accounting and finance concepts, served as a mentor, and even helped several of my staff earn promotions or recognition for achievements.

In 2021, I decided to use my knowledge by creating DavidBialecki.com to help small businesses grow into bigger ones by handling their bookkeeping and transferring their numbers into new business opportunities.

Some other things you may find interesting about me:

 

  • I've written blogs, articles, an e-book, as well as other content for the web.

  • I was a mentor at Big Brothers and Big Sisters of Orlando

  • I've given presentations to local high schools through the Junior Achievement Program about the importance of Entrepreneurship 

  • I earned my MBA from Widener University (1998) and undergraduate degree in Business Administration from Rowan University (1990)

  • I was awarded the CFA Institute Investment Foundations Certificate (2017)

  • I obtained my Notary Commission in the state of Florida in 2020

And finally, I live in Daytona Beach, Florida where I have a wonderful view of the Halifax River and Atlantic Ocean

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© 2020 David Bialecki

Daytona Beach, Florida | info@davidbialecki.com | (407) 222-9934
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