Dave Coffaro is a strategic advisor, keynote speaker and author. His expertise is guiding organizations in navigating change. He works with financial services executives in defining, designing, and deploying business models to deliver their company’s vision.
Dave served in for-profit and nonprofit leadership positions, including Interim President & Chief Executive Officer – Members Trust Company, Interim Chief Executive Officer – Second Harvest Food Bank of Orange County, Executive Vice President, Chief Fiduciary Officer and Head of Trust and Fiduciary Services – Wells Fargo and Senior Vice President and Head of Strategy for International Trade Finance – Bank of America.
Dave’s strategy consulting work began in graduate school, working with a team to develop a turnaroundplan for an unprofitable airline. Following graduate school, engagements focused on financial servicesfirms, franchisors and privately held businesses, developing actionable, practical, strategic pathways togreater success. In addition to leading the Greater Irvine Chamber, Dave serves as Principal of StrategicAdvisory Consulting Group, and, as co-founder of Atticus, a fintech firm providing easy to use, do-it-yourself tools for fiduciary-based activities.
Dave’s broad financial services experience includes leadership positions in commercial banking and wealth management. He is committed to enhancing strategic leadership acumen and professional competency in organizations. In the banking industry, Dave furthered this mission as Founding Chair of the UC Berkeley Extension Wealth Management Program, served on the American Bankers Association Professional Development Council and through the Trust Management Association. He taught strategic management and business policy at California State University, Fullerton. Dave is a past director at Members Trust Company and Second Harvest Food Bank of Orange County. His community involvement includes serving as director and finance chair of Abound Food Care and as an executive coach with Executive Coaches of Orange County.
Dave speaks and writes on topics related to strategic leadership, leading change, organization transformation and innovation, with articles published in American Management Association Journal, SmartBrief on Leadership, ABA Banking Journal, Financial Executives International, Quality Digest, Psychology Today, and Business Transformation SmartBrief. His books, Leading from Zero: Seven Essential Elements of Earning Relevance and Leading from Where you Are: 7 Themes to Make a Meaningful Impact in Your Work , and Leading from Now: A Leader’s Guide to Navigating Change are available on Amazon.
Dave earned a Master of Business Administration degree in Strategic Management from the Peter F. Drucker Graduate School of Management at the Claremont Graduate University, and an undergraduate degree in Organizational Behavior and Business Administration from California State University, Fullerton.
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About the Greater Irvine Chamber
The mission of the Greater Irvine Chamber is to advance the economic vitality of greater Irvine. Representing the interests of approximately 20,000 Irvine businesses with a workforce of nearly 300,000, the Greater Irvine Chamber focuses on helping businesses start and grow, attracting domestic and global businesses to expand in Irvine, and supporting international business and commerce, for which the Chamber received the prestigious U.S. President’s Export Award. The Greater Irvine Chamber is five-star accredited—the highest rating issued by the U.S. Chamber of Commerce. For more information, visit GreaterIrvineChamber.com.
