David Lockhart

Relationship Manager, Tribal Administrative Services at FS Advisors, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Sault Saint Marie, Michigan, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Limited working proficiency

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Credentials

  • Cicerone Certified Beer Server
    Cicerone® Certification Program
    Apr, 2018
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Relationship Manager, Tribal Administrative Services
      • Jan 2023 - Present

      Advising Tribal clients on financial and grants management by developing sound compliance and oversight practices in addition to assisting Tribal leaders with strategic prioritization of resources. Advising Tribal clients on financial and grants management by developing sound compliance and oversight practices in addition to assisting Tribal leaders with strategic prioritization of resources.

  • Bloom Co. LLC
    • Sault Sainte Marie, Michigan
    • Co-Founder
      • Apr 2019 - Present

      Develop and adjust business and marketing plans to efficiently achieve sustainability objectives. Grow relationships with suppliers, customers, and strategic partners. Manage bookkeeping, financial reporting, and tax obligations. Provide website development and ecommerce support. Assist in product and services design. Source and save seed types. Manage compost production. Design, install, and operate irrigation systems. Develop and adjust business and marketing plans to efficiently achieve sustainability objectives. Grow relationships with suppliers, customers, and strategic partners. Manage bookkeeping, financial reporting, and tax obligations. Provide website development and ecommerce support. Assist in product and services design. Source and save seed types. Manage compost production. Design, install, and operate irrigation systems.

    • United States
    • Mental Health Care
    • 1 - 100 Employee
    • Director of Business Development
      • Dec 2019 - Jan 2023

      Led team to structure long-term relationships with native-owned businesses through outreach, advocacy, and business consultation initiatives.Established strategic business development plans and go-to-market strategies for new growth opportunities/categories. Set strategic communication priorities and direction for execution.

    • Internal Auditor
      • Nov 2018 - Dec 2019

      Analyzed and evaluated Sault Tribe financial operations by conducting independent assessments of the internal financial practices and regulatory requirements. Provided clear and concise objective reviews of the Sault Tribe's overall financial performance through audit reporting.

    • United States
    • Accounting
    • 1 - 100 Employee
    • SDS Systems Analyst
      • Oct 2014 - Dec 2017

      Implemented, maintained and updated slot accounting systems. Modified system menus, edited spreadsheets and reports, and troubleshooting system problems. Trained staff on the use of slot accounting systems and acted as liaison to information technology department.

    • Marketing Data Analyst
      • Oct 2012 - Oct 2014

      Quantitatively and qualitatively analyzed marketing data to help Kewadin make more informed business decisions. Broke down collected market data to help drive marketing efforts in events management, direct mail, promotions, and advertising.

    • Marketing Administrative Assistant
      • Oct 2011 - Oct 2012

      Supported marketing team and executive management on projects. Developed sales strategies, marketing campaigns, social media campaigns and collected and interpreted marketing analytics. Provided copy and editing support for print and digital collateral.

  • Sault Tribe of Chippewa Indians
    • Sault Sainte Marie, MI
    • Human Resources Clerk
      • Apr 2011 - Oct 2011

      Maintained records, prepared a variety of complex documents, and carried out administrative functions to support human resources procedures and policies. Assisted in sourcing candidates, providing customer service and managing clerical duties. Maintained records, prepared a variety of complex documents, and carried out administrative functions to support human resources procedures and policies. Assisted in sourcing candidates, providing customer service and managing clerical duties.

    • United States
    • Higher Education
    • 300 - 400 Employee
    • Staff Writer - The Compass Student-run Newspaper
      • Jan 2010 - Dec 2010

      Responsible for producing interesting, well-written content, including university news reports, reviews and features.

    • Public Relations Intern
      • Aug 2009 - Dec 2010

      Built and maintained a positive public image for LSSU by creating media, from press releases to social media messages, that shaped public opinion of the university and increased awareness of its brand.

    • Radio DJ - WLSO Student-run Radio Station
      • Aug 2009 - May 2010

      -Curate and host music playlist for weekly 2-hour radio show.-Write script and record voiceover for radio show commercials.

Education

  • Central Michigan University
    Master of Science - MSA, Information Resource Management
    2011 - 2014
  • Cooperative Development Foundation and Native American Agriculture Fund
    CDF-NAAF Coop Developer Cohort
    2022 - 2024
  • Oklahoma State University
    Intermediate Tribal Finance and Accounting Certificate Program
    2022 - 2022
  • U.S. Small Business Administration, Office of Native American Affairs
    Economic Empowerment Workshop
    2021 - 2021
  • IIA-The Institute of Internal Auditors
    Tools for New Auditors
    2019 - 2019
  • Michigan Association of Planning
    Planning & Zoning Essentials
    2018 - 2018
  • Lake Superior State University
    Bachelor of Arts - BA, English Language and Literature / Professional Communication
    2008 - 2011

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