David Scarpello
David Scarpello is Chief Financial Officer at Pathstone. He provides executive leadership of the firm’s internal financial function, directs the firm’s financial and accounting practices, and oversees strategic financial goals. Scarpello has over 25 years of experience driving growth, achieving profitable returns, and streamlining operations. Prior to Pathstone, Scarpello worked at Sentinel Benefits and Financial, leading its M&A efforts and successfully integrating eight acquisitions which more than tripled Sentinel’s revenue base over a ten-year period.
David Scarpello Professional Experience / Academic History
Professional Experience
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Chief Financial Officer
Academic History
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MS in Finance
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BS in Business Administration
CAREER HIGHLIGHTS AT SENTINEL
- Closed out $10 million of Series A funding and secured $2 million of venture debt to bolster working capital at SaaS startup ZeroNorth.
- Grew Sentinel Benefits and Financial Group from $10 million to $30 million annual revenue and headcount from 85 to over 200.
- Recruited and developed senior leadership roles at Sentinel, including CFO, CIO, and Human Resources Director.
- Led $30 million sales of Sentinel, securing access to capital to fuel growth through acquisition.
- Acquired and integrated eight financial services companies to increase revenue, diversify client base, and add expertise.
- Drove custom software automation and workflow management to create Sentinel’s Online 401(k) Distribution portal which streamlined processes, improved distribution payment timing, and increased client satisfaction.