David Stevenson
@davidstevenson
I build scalable business operations and workplace experiences that improve financial and service outcomes.
United StatesWhat I'm looking for
I've led business operations, workplace strategy, and corporate hospitality at RTI International and Fidelity Investments, translating strategic priorities into scalable operating models and stronger service experiences.
At RTI International, I directed operations for a $30 million+ global real estate and workplace portfolio, improving ROI visibility by 22%. I also led corporate hospitality operations for 300+ annual events, reducing costs by 18% while increasing satisfaction by 30%.
At Fidelity Investments, I managed multi-state hospitality and workplace services supporting thousands of associates across 35 markets. I pair financial stewardship, vendor governance, and workforce-focused planning to improve operations, retention, and client experience.
Experience
Work history, roles, and key accomplishments
Founder & Principal Consultant
Triangle Advantage Group
Jan 2024 - Present (2 years 8 months)
Founded a consulting and advisory practice focused on organizational effectiveness, business operations, workplace services, and client experience. Directs service design, market positioning, and business model development while establishing scalable methodologies for operational planning and strategic decision-making.
Directed business operations for Global Real Estate & Workplace Strategy, managing financial planning, executive reporting, cross-functional coordination, vendor governance, and operational process improvement. Strengthened budget visibility and operational discipline across workplace operations serving 6,000+ employees.
Led enterprise corporate hospitality operations supporting organizational culture, stakeholder engagement, event governance, vendor oversight, and financial management. Managed a 12-person reporting structure and coordinated cross-functional stakeholders across campus experience environments.
Managed hospitality services within Real Estate & Workplace Services, overseeing multi-state workplace operations, service budgets, and cross-functional coordination. Directed delivery of hospitality and workplace support services across geographically dispersed markets.
Led front-of-house operations and hospitality service delivery across South Territory regional campuses supporting 14,000+ employees. Managed service budgets, campus events, and workplace support operations while balancing customer experience and operational discipline.
Managed community operations and associate experience initiatives.
Provided senior-level client service administration and support.
Regional Leadership-Aspire Employee Resource Group
Jan 2016 - Dec 2019 (3 years 11 months)
Served as a regional leadership team member for the Aspire Employee Resource Group.
Consulted on data conversion projects.
Provided support for high net worth clients.
Provided support for high net worth clients.
Provided workplace planning and guidance services.
Education
Degrees, certifications, and relevant coursework
Duke University, Fuqua School of Business
Executive Education, Finance
2025 - 2025
Completed Financial Statements & DeFi Infrastructure executive education in 2025.
Cornell Tech, Cornell University
Executive Education, Blockchain
2025 - 2025
Completed Blockchain Essentials executive education in 2025.
University of Phoenix
Bachelor of Science, Business Management
Bachelor of Science in Business Management from the University of Phoenix.
Registered Scrum Master
Registered Scrum Master (RSM), Scrum
Registered Scrum Master (RSM) certification.
FINRA
FINRA Series 7 License, Securities
FINRA Series 7 License (Former).
The Wharton School, University of Pennsylvania
Executive Education, Leadership and Management
2024 - 2024
Completed Leadership & Management executive education in 2024.
Xavier University, Williams College of Business
Executive Education, Financial Planning and Services
2014 - 2014
Completed Financial Planning & Services executive education in 2014.
FINRA
FINRA Series 63 License, Securities
FINRA Series 63 License (Former).
PROSCI
PROSCI Change Management Certification, Change Management
PROSCI Change Management Certification.
Cornell Peter and Stephanie Nolan School of Hotel Administration
Executive Education, Hospitality Management
2021 - 2021
Completed Hospitality Management executive education in 2021.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Salary expectations
Social media
Job categories
Skills
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