Our Team

Photo of team member David Bateman

Background & Experience

Mr. Bateman is a Managing Director with Rocky Mountain Advisory, LLC, and has nineteen years of experience in public accounting. He has worked primarily in litigation support and fraud investigations. He has also acted as a Special Master and as the accountant to receivers on numerous matters. Mr. Bateman has testified as to indicia of Ponzi schemes including insolvency, commingling of investor funds, treatment of related entities as a unitary enterprise (alter ego), and other financial characteristics of fraud. He has testified in State, Federal and Bankruptcy court in both civil and criminal proceedings. Mr. Bateman is a Certified Public Accountant, has been accredited in Business Valuation and Certified in Financial Forensics by the American Institute of Certified Public Accountants and is a Certified Fraud Examiner.

Employment History

March 2010 to present
Rocky Mountain Advisory LLC
Salt Lake City, Utah
Managing Member

November 1998 to March 2010
PricewaterhouseCoopers, L.L.P.
Salt Lake City, Utah
Manager, Dispute Analysis & Investigation

November 1995 to November 1998
First Security Bank, N.A.
Salt Lake City, Utah
Commercial Loan Workout Department


University of Utah, Salt Lake City, Utah
Master of Professional Accountancy, 1999

University of Utah, Salt Lake City, Utah
BS Accounting, 1998

Professional Credentials

  • Certified Public Accountant/Accredited in Business Valuation – Licensed in Utah

  • Certified in Financial Forensics

  • Certified Fraud Examiner

Professional Memberships

  • American Institute of Certified Public Accountants

  • Utah Association of Certified Public Accountants

  • American Society of Appraisers

  • Association of Certified Fraud Examiners

Contact our offices at 801.428.1600