THE TEAM AT SYRACUSE BUSINESS ADVISORS, LLC
We stand for expertise and years of experience in mergers and acquisitions.
Syracuse Chamber Business ShowDavid Trust – Director
United Technologies Corporation (NYSE: UTX)
Carrier Division, Syracuse, New York
Carrier is the world’s largest provider of heating, air-conditioning and refrigeration solutions, with annual revenue of $12 billion and operations in more than 170 countries.
► David led Carrier's Syracuse-based merger & acquisition team for 12 years, during which time he personally closed more than 40 transactions. David also led and or participated in an additional 200+ engagements with companies ranging up to $1 billion in sales.
Swiss Bank Corporation (NYSE: UBS)
New York, New York
Swiss Bank Corporation (now UBS Ag via merger) is recognized as the world’s leading global wealth manager, a top tier investment banking and securities firm, and one of the largest global asset managers with over $1 trillion in assets under management.
► David is a former Vice President of Swiss Bank Corporation where he held numerous leadership positions over a 10 year period including roles in treasury & capital markets, securities, asset management, commercial loan syndication, quantitative analysis & modeling, systems automation, and operations.
Master of Science, Accounting
► Syracuse University (full scholarship)
Master of Science, Management Information Systems
► Boston University
Bachelor of Science, Finance
► Syracuse University
Kevin Brennan – Senior Advisor
PricewaterhouseCoopers
Syracuse, New York
Ernst & Young
Syracuse, New York
► Kevin is a Certified Public Accountant formerly of both PricewaterhouseCoopers and Ernst &
Young where he held positions in audit and taxation.
United Technologies Corporation (NYSE: UTX)
Carrier Division, Syracuse, New York
► Kevin also spent five years with United Technologies – Carrier division, in Syracuse, NY where
he was a key member of the mergers & acquisition team.
Admissions
► New York State Board for Public Accountancy
Bachelor of Science, Accounting
► State University of New York at Oswego
