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David Briones

FOUNDER & CEO

David S. Briones is the founder and managing member of Brio Financial Group, a management consulting and CFO Advisory firm. In this capacity he overseas the Firm’s professional staff, client base and business development. The Firm consults with various public companies in financial reporting, internal control development and evaluation, budgeting and forecasting, and capital procurement. David has developed a specialty representing private companies as the outsourced CFO/Financial reporting specialist as a private company navigates toward becoming a public company through a self-filing, a reverse merger, SPAC IPO or through a traditional initial public offering. David’s client list crosses various industries: Technology/Internet, Manufacturing, Oil and Gas, Food and Beverage, Bio-technology, Software, Medical Device, Entertainment, Hedge Funds and Insurance.

Prior to founding Brio, David had managed the Public Company and Hedge Fund practices at Bartolomei Pucciarelli, LLC (“BP”). Within that capacity, he performed audit services, outsourced CFO functions, and/or consulted with clients through difficult SEC comment periods particularly through application of complex accounting principles for a vast public company client base.

Prior to joining BP, David was an auditor with PricewaterhouseCoopers LLP in New York, New York. He specialized in the financial services group, and most notably worked the MONY Group, Prudential Financial, and MetLife initial public offerings.

In September 2024, David was appointed to the Board of Trustees of the Waterkeepers Alliance. The Waterkeepers Alliance was founded by Robert F Kennedy Jr in 1999 as a global movement of community-based advocates united for clean, healthy, and abundant water for all people and the planet.

EDUCATION:

Fairfield University, Fairfield, Connecticut

Academics: Accounting Major

Honors: East Coast Athletic Conference All Academic Team, Metro Athletic Conference All Academic Team; 3-Time Varsity Tennis Captain