David Sultan Email & Phone Number

Great Barrington, Ma, Us

• Provide one-on-one writing guidance to students with a focus on college and scholarship essays. • Assist with topic brainstorming, advise on essay structure, and give detailed editorial suggestions. • Help students with diverse backgrounds navigate the college process including college list formation and interview preparation.• Enable students to enhance their applications, resulting in strong college acceptance results and significant scholarship awards.• Support students on coursework assignments in English and Social Studies classes.• Prepare ELL students for state required English proficiency tests.

• Advised endowments, foundations, hospitals, and other non-profit institutions based primarily in the Northeast about market trends, asset allocation, and investment alternatives.• Expertise across all asset classes including equities, fixed income, hedge funds, real assets, and private equity.• Implemented and provided ongoing performance reviews for investments in endowment, defined benefit, defined contribution, and operating cash pools.• Sold over $1.8 billion in new mandates across asset classes as one of the top salespeople in the E&F Group. More than doubled sales over the past three years, the highest growth rate in the Group.

• Provided financial advice to high net worth clients, primarily private equity partners, about asset allocation and specific investment solutions. Focused on clients with investable assets of $25+ million.• Implemented and managed investments across equities, fixed income and foreign exchange products, and alternatives, including private equity and hedge funds.• Advised private equity firms on cash management matters.• Served as liaison to the Endowments & Foundations Group.

Zurich, Ch

• Identified and managed investments in consumer staples, consumer durables, apparel, and retail sectors for $1 billion long/short portfolio.• Solely managed $100 million market neutral consumer and retail portfolio.• Provided advice to Merger Arbitrage and Convertible Debt and Credit Groups within UBS's Fundamental Investment Group.

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• Identified and managed investments in equity securities in the consumer and retail sectors for $9 billion group of value and core accounts across all capitalizations.• Provided investment ideas to $4 billion group of long/short, event driven, and short-biased hedge funds. One of the top-ranked analysts based on incentive compensation awarded for ideas.

Zurich, Ch

• Advised Boards of Directors and senior corporate executives on enhancing shareholder value through acquisitions, divestitures, and restructurings.• Expertise in consumer, retail, manufacturing, transportation and logistics, health care, media, and technology industries.• Provided advice on more than 40 transactions representing approximately $30 billion in value.

Us

Ab, Government

Master Of Business Administration - Mba

Education record