David Wegner Email & Phone Number

Provider of financial and legal due diligence and analysis in the alternative investment arena since 2015 for both public and private offerings ranging from $5 million to $1.5 billion in capital raise. Offerings have included residential and commercial real estate, DST's, healthcare, business development companies, debt, equity, oil & gas, among others. Utilizing industry experience and knowledge to ensure an accurate and effective review of all parties involved in an appropriately consultative and analytical approach.

Denver, Co, Us

• Improved existing contracting and financial tracking process for Technical Services Department. Utilized Alfresco and PeopleSoft systems to enhance contract, financial and workflow management.• Offered legal and financial analysis to internal business owners to assist in day to day operations.• Developed and presented vendor management plan to increase operational efficiencies and cost savings opportunities, and review of financial impact.

Worked in both a criminal and civil capacity. Strong communication, organizational, problem solving and self-starter skills required for all aspects of legal practice. Worked individually, for state agencies and for small and medium sized law firms. Most recently, provided corporate start up in-house counsel for new medical services company.

Englewood, Co, Us

Vendor Relationship Manager and Contract Analyst for nationwide IT department of national healthcare organization.• Accountable for the development, documentation, implementation and maintenance of vendor contract management processes, standards, and metrics tracking. Acted as escalation point for support and relationship issues for all levels of IT.• Responsible for all activities associated with effectively building and maintaining external third party vendor relationships for $250 million portfolio of business.• Participated in vendor's strategic direction and initiatives to ensure company programs were in alignment. Assisted internal stakeholders in procurement needs and processes. • Planned and conducted formal quarterly performance reviews with each account. Regularly collaborated with business partners on potential program improvements and financial impact. • Responsible for establishing and monitoring the Vendor Service Level Agreement (SLA) against contract terms for primary vendors and business partners. • Collaborated with IT Leadership groups and participated in the development of operational strategies. Negotiated and identified $53.9 million in operational and capital savings. • Worked regularly with internal, executive business leaders on interpretation of contractual terms on business needs.

Developed, negotiated and implemented company contracts and start up documents. Worked closely with principals and venture capitalists to develop business strategies for medical services start-up company. • Developed and negotiated complex asset purchase agreements, operating agreements and contractor agreements under severe time constraints.• Coordinated and collaborated with principals of organization in establishment of business and transition strategies and provided day to day legal consultation. • Created financial forecasts and budget analysis for future and pending acquisitions.• Assisted in management of leadership teams for new business entities.

Denver, Us

Responsible for the development, negotiation and implementation of all company contracts. Duties required ability to work across department lines to improve organizational efficiency and best practices from a financial, legal and operational perspective. Responsible for network and business development.• Worked daily on the interpretation, creation and implementation of all forms of physician, hospital, service and vendor contracts from simple to complex in nature with both private and government entities. • Managed physician and nurse practitioner Credentialing Department with a 100% compliance rate through 3 federal audits.• Through business to business negotiations saved company 14% of annual margin a year by restructuring operations and services to reduce expenditures and leveraging the organization’s buying power.• Developed and implemented company RFP and RFQ process. Responsible for supplier oversight and purchasing.• Negotiated system-wide agreements for purchase of goods and healthcare services which included using methodologies such as: Resource Based Relative Value System (RBRVS), DRGs, Ambulatory Surgery Center Groupers, and RUGS.• Built a network of over 50 providers in Pueblo, CO to support new clinic that provided over 60 total services. Responsible for maintaining network in Denver metro area of 175 network providers.• Assisted in the drafting and development of legislation for carve out in the Corporate Practice of Medicine law in the Colorado Revised Statutes. Provided regular interpretation of state and federal codes and regulations.• Used financial forecasting and analysis to develop managed process to reduce number of skilled nursing facilities from 26 to 15. Projected impact includes reduced operational and transportation costs and increased client care.

Responsible for drafting and negotiations of contracts with international spectrum of vendors. Analysis of fiscal impact of high dollar contracts upon small and disadvantaged businesses. Worked inter-department to assure operational and fiscal efficiency of contractual relationships. Strong requirement for interpersonal and customer service skills.• Conducted active and effective networking with business vendors that increased bidding competition and realized greater organizational savings. Assisted in developing scope of work statements for mission-critical proposals that reduced exposure to liability using legal expertise and accurate financial analysis.• Utilized financial analysis methods to quantify impact of large government contracts on small and traditionally disadvantaged businesses. • Reviewed and prepared terms for Federal contracts and grants as needed and on several occasions. • Successfully worked with upper management, team members and corporate counsel to implement best practices and effective interpretation of state law for contracting process and utilized strong organizational and communication skills to manage high paced contracting process for entire University of Colorado procurement system.

Responsible for the staffing and implementation of requested marketing techniques for national liquidation operations. Utilization of strong communication, customer service and effective management skills.

Duty to actively communicate intricate process of Internal Revenue Service collections to clients. Daily and routine negotiations with both State and Federal taxing authorities for at risk clients. Responsible for management of high case loads requiring strong organizational and communication skills.• Spearheaded the launch of the company’s individual tax representation department. Developed policies, best practices, procedures and strategies specific to customer needs. • Managed successful professional team during difficult negotiations with taxing authorities.• Provided consulting services to small business owners on change management and best practices. • Secured highly successful outcomes, with results preventing client business shut downs and obtaining substantial cost savings.

• Co-chaired multiple felony trials including one for first degree capital murder significantly contributing to successful defense strategies. Provided direct client support and professionally managed communications updates during highly charged, emotional processes.• Assisted in a 48-state class action suit that resulted in a $47M award. Provided effective consulting to clients working to establish new business. • Provided legal advice and small business consulting. Efforts resulted in protection of client’s personal assets and increased business success. • Provided legal counsel to diverse client base in areas of business, transactional, family and criminal areas of law.• Managed administrative staff and paralegals.

Mba, Finance And Sustainability Management

Juris Doctorate, Law

Ba, Communications