David Duarte Email & Phone Number

Mount Vernon, Ny, Us

Greater New York City Area

I currently advise local companies on operational improvements, capital planning, and thought leadership, such as economic development and market positioning strategies, including:- Accounting analysis and recommended process improvements for a local corporation serving approximately 200 member-clients.- Market analysis, positioning and content messaging strategy for a local B-Corp start-up.

Mount Vernon, Ny

Advised local candidate on issues impacting economic development, managed campaign finances and built the social media infrastructure, including website: www.jduarte4council.com- Developed and executed a content strategy through infographics, videos and traditional advertisements across social media and newspapers, which resulted in a successful election result.

Stamford, Ct

Utilized my global and cultural experience, alongside my language skills to evaluate emergent risks amongst GE’s sub-Saharan Africa portfolio. I quickly showed my ability to approach different regions with analytical acumen and expanded my responsibilities to Eastern Europe, the Middle East and Central Asia. • Awarded a “Bronze Star” for “adapting quickly to a fast and changing world” by innovating new approaches and solutions across different teams and by going above and beyond regular… Show more Utilized my global and cultural experience, alongside my language skills to evaluate emergent risks amongst GE’s sub-Saharan Africa portfolio. I quickly showed my ability to approach different regions with analytical acumen and expanded my responsibilities to Eastern Europe, the Middle East and Central Asia. • Awarded a “Bronze Star” for “adapting quickly to a fast and changing world” by innovating new approaches and solutions across different teams and by going above and beyond regular coverage areas. • Leveraged my knowledge of commodity and currency markets to educate leaders and shape a response to mitigate the risks posed from oil’s price drop in 4Q14 and 1Q15. • Simplified processes which helped improve turnaround times in response to a >50% reduction in staff on the Country Risk Team.• Developed a new ratings methodology for Supranational Institutions that enabled a strategic pivot in capital allocations and achieved better risk-weighted returns.• Gained experience in advising GE’s divisions and working on C-Suite level projects and presentations in support of strategic initiatives including GE Capital’s historic restructuring. Show less

New York, Ny

I first joined UniCredit as an interim consultant on their European Corporate Credit Risk team and was hired full-time within three months in recognition of my adaptability during personnel changes because I assumed two simultaneous workflows in order to meet client needs and expectations. As a consultant on the European Corporate Credit Risk team, I collaborated with relationship managers to support our European client base’s expansion plans in the US, including M&A, automotive… Show more I first joined UniCredit as an interim consultant on their European Corporate Credit Risk team and was hired full-time within three months in recognition of my adaptability during personnel changes because I assumed two simultaneous workflows in order to meet client needs and expectations. As a consultant on the European Corporate Credit Risk team, I collaborated with relationship managers to support our European client base’s expansion plans in the US, including M&A, automotive factory construction and food and clothing retail. As an Associate Director on the US Corporate Credit Risk team, I advised on M&A, strategic growth opportunities and bankruptcy finance for some of the bank’s largest US clients.• Expedited a credit review and discussed customer’s unique competitive position, which contributed to Unicredit being one of only three banks to win a new customer relationship and a $20MM loan. • Initiated regular review sessions with relationship managers and discussed a client’s strategic needs, which strengthened client relationships and won new business opportunities ($5MM loan). Show less

New York, New York

This exciting start-up environment provided two excellent opportunities: (1) to learn about a completely new industry and, (2) to adapt quickly in order to juggle several new roles and get the job done. As Controller, I reported directly to the CEO, contributed to cash management strategies and prepared cash use analysis for investors in our initial Series A funding cycle (~$5MM). • I developed cost accounting methods that modeled feature-by-feature cloud based server costs and… Show more This exciting start-up environment provided two excellent opportunities: (1) to learn about a completely new industry and, (2) to adapt quickly in order to juggle several new roles and get the job done. As Controller, I reported directly to the CEO, contributed to cash management strategies and prepared cash use analysis for investors in our initial Series A funding cycle (~$5MM). • I developed cost accounting methods that modeled feature-by-feature cloud based server costs and created baseline line projections, variance analysis and identified cost savings ($30k+ per month).As a start-up team member, I wore different hats in addition to accounting and finance – such as developing and managing HR and on-boarding processes. Collaborated with the VP of Marketing and the CEO to analyze survey data and contributed to company publications transforming real-life data into insights regarding our customers and their natural, needs-based segmentation. Show less

Minnetonka, Minnesota

I travelled to Minnesota and collaborated with Syngenta to assess the market dynamics of the US soybean seed market. I enjoyed interviews with local farmers, retailers and distributors and coupled this anecdotal evidence with statistical analysis to better understand and define the key drivers behind brand loyalty and price sensitivities for soybean farmers. In conjunction with a price-band elasticity model, strategic responses were recommended for Syngenta management to consider vis-à-vis… Show more I travelled to Minnesota and collaborated with Syngenta to assess the market dynamics of the US soybean seed market. I enjoyed interviews with local farmers, retailers and distributors and coupled this anecdotal evidence with statistical analysis to better understand and define the key drivers behind brand loyalty and price sensitivities for soybean farmers. In conjunction with a price-band elasticity model, strategic responses were recommended for Syngenta management to consider vis-à-vis upcoming patent expirations. Show less

New York, New York

As part of the summer US Corporate and Investment Banking team, I conducted industry research and financial statement analysis. I partnered with experienced mentors and created pro-forma cash flow models for domestic and international M&A transactions that had dynamic functionality to project different case scenarios, economic risks and exposures. • Successfully presented credit and cash flow analysis which showed the counter-intuitive nature of credit quality and cash liquidity for… Show more As part of the summer US Corporate and Investment Banking team, I conducted industry research and financial statement analysis. I partnered with experienced mentors and created pro-forma cash flow models for domestic and international M&A transactions that had dynamic functionality to project different case scenarios, economic risks and exposures. • Successfully presented credit and cash flow analysis which showed the counter-intuitive nature of credit quality and cash liquidity for our prospective client in the auto rental industry during times of economic duress that resulted in approval to start a new and thriving client relationship. Show less

Madre De Dios, Peru

I travelled to the Peruvian Amazon rainforest to interview local villagers and assessed traditional methods of natural rubber production. A business plan was developed to commercialize and export natural rubber latex-based products in order to create an economic incentive to protect and care for the rainforest and promote biodiversity. The business plan introduced new practices and methods to sustainably increase natural rubber production, designed production processes and identified… Show more I travelled to the Peruvian Amazon rainforest to interview local villagers and assessed traditional methods of natural rubber production. A business plan was developed to commercialize and export natural rubber latex-based products in order to create an economic incentive to protect and care for the rainforest and promote biodiversity. The business plan introduced new practices and methods to sustainably increase natural rubber production, designed production processes and identified transportation options while introducing a new value-added industry to benefit local communities. Show less

New York, New York

As an Economist, I made sense of Latin American economics in the midst of the 2008-2009 financial crisis and recession. I adapted to this fast changing landscape by innovating new analytical tools, which included an implied parallel foreign exchange rate model for Argentina, crafting strategies based on commodity price impacts on government budgets, and, by identifying unconventional indicators that better tracked and explained underlying economic trends. Bulge-bracket clients turned… Show more As an Economist, I made sense of Latin American economics in the midst of the 2008-2009 financial crisis and recession. I adapted to this fast changing landscape by innovating new analytical tools, which included an implied parallel foreign exchange rate model for Argentina, crafting strategies based on commodity price impacts on government budgets, and, by identifying unconventional indicators that better tracked and explained underlying economic trends. Bulge-bracket clients turned to me for advice on political and economic analysis, forecasts and trends, which included opportunities to collaborate with client research teams and help them prepare for conferences and presentations. My favorite indicator of success was the increased media coverage the Latin America Division received including quotations in the Financial Times, Reuters, Bloomberg, the Guardian, Chile's El Mercurio and La Segunda, to name a few.My top achievement was to mentor our summer intern. I conducted training in forecasting, research and analytical writing, and challenged our intern to look and analyze beyond the headlines. This resulted in a full-time offer for our intern. Show less

White Plains, New York

My time at Argent Mortgage was characterized by new roles and growth in responsibilities: • As an underwriter (Fall 2006), I was recognized for recreating and simulating the “story behind the application.” I identified new methods to verify applicant information and detect fraud, increasing awareness and progressing new fraud detection across the team. • As a Senior Funder (Spring 2006), I managed a team of 6 funders with ~$35MM in monthly funding volumes, conducted… Show more My time at Argent Mortgage was characterized by new roles and growth in responsibilities: • As an underwriter (Fall 2006), I was recognized for recreating and simulating the “story behind the application.” I identified new methods to verify applicant information and detect fraud, increasing awareness and progressing new fraud detection across the team. • As a Senior Funder (Spring 2006), I managed a team of 6 funders with ~$35MM in monthly funding volumes, conducted regular audits, and, participated in and contributed to in-house training classes in order to reduce errors and improve customer service amongst multi-party closings.• As a Funder, I handled $20MM in monthly funding volumes (including wire transfers), which required due diligence, document review and collateral shipment for securitization. Show less

Mba, Finance & Strategy

Bachelor Of Science (B.S.), International Political Economy