AeroLeads people directory · profile
David Wolinsky Email & Phone Number
Co-Founder
at
Athena
1 work email found
@palmtreeadvisors.com
3 phones found area 215 and 310
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Co-Founder
Location
Los Angeles Metropolitan Area, United States
Company size
Who is David Wolinsky? Overview
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Quick answer
David Wolinsky is listed as Co-Founder at Athena, a with 3 employees, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a work email signal at palmtreeadvisors.com, phone signal with area code 215, 310, and a matched LinkedIn profile for David Wolinsky.
David Wolinsky previously worked as Chief Talent Officer at Palm Tree Llc and Managing Director at Palm Tree Llc. David Wolinsky holds Accounting / Business Administration, Finance, International Business, Accounting from Villanova University.
Company email context
Email format at Athena
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{first_initial}{last}@palmtreeadvisors.com
86% confidence
AeroLeads found 1 current-domain work email signal for David Wolinsky. Compare company email patterns before reaching out.
Profile bio
About David Wolinsky
David Wolinsky is a senior executive with over two decades of experience in mergers and acquisitions, operations, and investment banking. He was a Palm Tree founding member, joining the firm when it was founded in 2010. He has applied his well-rounded experience and business acumen to the firm’s client engagements, year-on-year growth, and nationwide expansion. In his current role as Chief Talent Officer at Palm Tree, David is responsible for advancing the firm’s continuing growth by leading its internal and external talent acquisition and development efforts. Over the course of his career, Mr. Wolinsky has worked at top investment banks and private equity firms, leading clients' strategic growth through acquisitions and operational improvements, and driven clients' operations initiatives to improve working capital and operating margins.
Listed skills include Private Equity, Financial Modeling, Due Diligence, Mergers And Acquisitions, and 15 others.
Current workplace
David Wolinsky's current company
Company context helps verify the profile and gives searchers a useful next step.
Athena
9 roles · 23 years
David Wolinsky work experience
A career timeline built from the work history available for this profile.
Chief Talent Officer
Current● Co-founding member of Palm Tree LLC.● Leads internal and external talent acquisition and development efforts.● Responsible for the firm’s internship programs.● Previously led cross-disciplinary service line execution to ensure the quality and timeliness of client deliverables.● A creator of Palm Tree recruiting strategies and core values.● Develops and executes strategy for the growth of the firm.
Jan 2023 - Present
Managing Director
Jul 2020 - Jan 2023
Principal
Jul 2019 - Jan 2023
Senior Vice President
Jul 2010 - Jan 2023
Vp, M&A And Operations
- Established the foundation for all aspects of a Dental Services Organization acquisition platform including business development, practice acquisitions and transitions, practice management software integration, front and back office policies and operations, management and financial reporting, and investor relations- Tripled the size of the dental platform from 3 to 10 practices in 3 years- Performed due diligence of new practices to determine fit on current business platform and overall accretion to the business model, negotiating purchase price and deal structures based on prepared analysis of the practice- Led initiatives to improve efficiency of business processes and reduction of key operating costs - Led transition efforts to put all offices on one practice management software, streamlining operations, improving profitability and business analyses- Composed detailed, scenario-based, quantitative leveraged finance buy-and-build model for lenders, investors and internal consideration, and business plans
Jun 2012 - Jan 2017
Associate
- Oversaw project management functions including initial diligence, pre-marketing, project management and investor closings across several fundraises for private equity funds and co-investments or direct investments in privately-owned businesses
- Prepared deal offering and diligence materials including private placement memoranda, due diligence questionnaires, dataroom schedules and detailed financial analysis
- Successfully led several investors through the complete investment process, independently closing on over $100M of total investment across direct and private placements
- Composed financial models to demonstrate returns for several different types of businesses in General Partner portfolios including business services, telecommunications, manufacturing and distribution, retail and other companies
- Provided primary or secondary coverage on nearly 100 investor accounts, including pension funds, endowments,institutions and intermediaries
- Led road show processes, attending all meetings as the primary liaison between clients and potential investors
Jul 2007 - Jul 2010
Analyst
- Global point of contact for all trading, underwriting and private banking revenues for Private Wealth Management Division- Developed management reports for all trading, underwriting and private banking revenues (promotion)
Jul 2006 - Jul 2007
Junior Research Analyst
- Developed discounted cash flow models and forecasted financial statements for over 20 micro-cap stocks- Prepared investment memoranda and due diligence documentation- Researched industries, market trends and other macro-economic indicators
2004 - 2006
~2 yrs
3 education records
David Wolinsky education
Accounting / Business Administration, Finance, International Business, Accounting
Villanova University
Marketing
The London School Of Economics And Political Science (Lse)
Education record
Archbishop Wood
FAQ
Frequently asked questions about David Wolinsky
Quick answers generated from the profile data available on this page.
What company does David Wolinsky work for?
David Wolinsky works for Athena.
What is David Wolinsky's role at Athena?
David Wolinsky is listed as Co-Founder at Athena.
What is David Wolinsky's email address?
AeroLeads has found 1 work email signal at @palmtreeadvisors.com for David Wolinsky at Athena.
What is David Wolinsky's phone number?
AeroLeads has found 3 phone signal(s) with area code 215, 310 for David Wolinsky at Athena.
Where is David Wolinsky based?
David Wolinsky is based in Los Angeles Metropolitan Area, United States while working with Athena.
What companies has David Wolinsky worked for?
David Wolinsky has worked for Athena, Palm Tree Llc, Access Health Dental, Jefferies & Company, and Goldman Sachs Asset Management.
How can I contact David Wolinsky?
You can use AeroLeads to view verified contact signals for David Wolinsky at Athena, including work email, phone, and LinkedIn data when available.
What schools did David Wolinsky attend?
David Wolinsky holds Accounting / Business Administration, Finance, International Business, Accounting from Villanova University.
What skills is David Wolinsky known for?
David Wolinsky is listed with skills including Private Equity, Financial Modeling, Due Diligence, Mergers And Acquisitions, Valuation, Financial Analysis, Investment Banking, and Hedge Funds.
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