David Weingarten

PROFILE DAVID WEINGARTEN Professional finance executive with over seven years of experience in business development, relationship management, and analysis. Key strengths include excellent consultative approach with clients and stakeholders and cross-functional team management. An articulate communicator who thrives in a results-driven collaborative environment with the ability to adapt quickly to change. DETAILS +52 - +1 - CDMX, Mexico-linkedin.com/in/dweingarten EXPERIENCE Director | Virtus Family Office LLC | El Paso, TX 07/2018 - 05/2022 Managed day-to-day business for a SEC registered investment advisor performing back and front office duties. Directly influenced business expansion by developing strong relationships with clients and third party service providers. Key Accomplishments: ● SKILLS ● Project Management Relationship Management ● Business Process Improvement Effective Communication Creative Problem Solving ● Team Player Flexibility And Adaptability ● Highly Organized Budgeting And Forecasting ● Portfolio Management ● Python CERTIFICATIONS NASAA Series 65 CFA Level I AMIB Figure 3 Google Project Management Professional Certificate (in progress) Established business and infrastructure set-up in a new jurisdiction functioning as a multi-family office operation. Increased bottom line by more than 100% year-over-year by efficiently managing and onboarding over $300MM assets for more than 150 clients across three countries and eight custodians in less than three years. Directly responsible for increase of 33% in net new assets under management through regular communication and meetings with clients regarding regarding progress towards long-term objectives and provided updates on portfolio performance through monthly reports while also discussing global economy, financial markets, and strategic planning. Reduced client fees by nearly 50% by negotiating terms and supervising custodian, broker, and external managers’ performance, efficiency, and operation in order to maximize value for clients and minimize risks. Maximized efficiency through implementation of project management and financial reporting software, and the advancement of our cross-border team’s processes, best practices and communication tools. Set the annual work plan for the organization including OKRs and key meetings. Successfully passed routine audits and examinations performed by the Texas State Securities Board and the SEC. Analyst | Virtus Family Office, Asesor en Inversiones Independiente | CDMX, Mexico 06/2016 - 07/2018 Led alternative investments department: three-person team with $20MM assets under management. Key Responsibilities: ● Enhanced portfolio returns and improved diversification by contributing to the development of strategic investment solutions with the firm’s investment committee. ● Conducted due diligence, detailed analysis and valuations for private equity and real estate investment opportunities. Crafted a client risk evaluation methodology and program for client onboarding and profiling. Designed investment policy statements for institutional clients in order to identify opportunities and support investment decisions. LANGUAGES ● English Spanish ● Intern / Associate | BTG Pactual Family Office | CDMX, Mexico 06/2015 - 06/2016 ● DAVID WEINGARTEN DETAILS ● ● ● Prepared financial plans, reports, and client presentations including consolidated portfolio analysis and stress tests. Developed a tax calculator based on type of client, security, and residence. Assisted with account opening and billing processes. Recruited and mentored two new team members. EDUCATION +52 - Financial Strategy | Instituto Tecnológico Autónomo de México | CDMX, Mexico +1 - 08/2010 - 12/2015 CDMX, Mexico-linkedin.com/in/dweingarten