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David Steinmetz Email & Phone Number
M and A Advisory
at
SchoolWise Partners
1 work email found
@schoolwisepartners.com
1 phone found area 609
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
M and A Advisory
Location
Greater Philadelphia, United States, United States
Company size
Who is David Steinmetz? Overview
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Quick answer
David Steinmetz is listed as M and A Advisory at SchoolWise Partners, a company with 7 employees, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at schoolwisepartners.com, phone signal with area code 609, and a matched LinkedIn profile for David Steinmetz.
David Steinmetz previously worked as M&A Advisory at Schoolwise Partners and Senior Consultant at Deloitte. David Steinmetz holds Undergrad, Corporate Finance from Clemson University.
Company email context
Email format at SchoolWise Partners
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{first_initial}{last}@schoolwisepartners.com
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AeroLeads found 1 current-domain work email signal for David Steinmetz. Compare company email patterns before reaching out.
Profile bio
About David Steinmetz
David Steinmetz is a M and A Advisory at SchoolWise Partners. He possess expertise in microsoft excel, microsoft office, financial modeling, financial analysis, powerpoint and 29 more skills.
Listed skills include Microsoft Excel, Microsoft Office, Financial Modeling, Financial Analysis, and 30 others.
Current workplace
David Steinmetz's current company
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Schoolwise Partners
5 roles
David Steinmetz work experience
A career timeline built from the work history available for this profile.
M&A Advisory
CurrentSchoolWise Partners is a leading advisory boutique that provides sector-focused expertise to school owners and early education providers.We combined the best of investment banking and entrepreneurship experiences to bridge the market’s need for high-quality advisory services in the under-served early education segment. Our competitive advantage rests on.
Nov 2019 - Present
Senior Consultant
- Built out offshore site of 340 managed resources in Hyderabad, India by developing organizational charts, reporting metrics, meeting cadences/escalation routes (internal and through U.S. support teams) and feedback.
- Served as Team Lead for a large-scale KYC Remediation at top 5 U.S. bank (~2 years)o Led remediation of Corporate Banking’s foreign customers by holding… Show more
- Served as Team Lead for a large-scale KYC Remediation at top 5 U.S. bank (~2 years)o Led remediation of Corporate Banking’s foreign customers by holding weekly calls with Client’s overseas managers to discuss metrics.
- Led weekly status update calls and served as the main point of contact for two lines of business (“LOB”) within Corporate Bankingo Led Cash Vault (“CV”) Services Remediation (sensitive high-risk” banking product)
- Worked with client stakeholders to draft procedures and job aids to be leveraged by the team during remediation and to be adopted and incorporated into future trainings
- Established feedback loop with Quality Assurance to identify training opportunities
Aug 2016 - Sep 2019
Consultant
-Conducted AML Know Your Customer Remediation of identified High Risk customers by evaluating completeness of documentation related to Customer Identification Program (“CIP”), Customer Due Diligence (“CDD”) and Enhanced Due Diligence (“EDD”).-Performed a six-month transactional review of High Risk customers as part of AML remediation analysis to identify.
Aug 2014 - Aug 2016
Advisory Analyst - Aml
Advisory Analyst: Anti Money Laundering Investigations-Participating in a fortune 500, Global Financial Institution’s foreign correspondent bank transaction monitoring investigations. -On-site Subject Matter Expert (“SME”) resource answering questions regarding to specific alerts and money laundering concerns surrounding the bank’s foreign correspondent.
Nov 2013 - Aug 2014
Team & coworkers
Colleagues at SchoolWise Partners
Other employees you can reach at schoolwisepartners.com. View company contacts for 7 employees →
2 education records
David Steinmetz education
Undergrad, Corporate Finance
Finance
FAQ
Frequently asked questions about David Steinmetz
Quick answers generated from the profile data available on this page.
What company does David Steinmetz work for?
David Steinmetz works for SchoolWise Partners.
What is David Steinmetz's role at SchoolWise Partners?
David Steinmetz is listed as M and A Advisory at SchoolWise Partners.
What is David Steinmetz's email address?
AeroLeads has found 1 work email signal at @schoolwisepartners.com for David Steinmetz at SchoolWise Partners.
What is David Steinmetz's phone number?
AeroLeads has found 1 phone signal(s) with area code 609 for David Steinmetz at SchoolWise Partners.
Where is David Steinmetz based?
David Steinmetz is based in Greater Philadelphia, United States, United States while working with SchoolWise Partners.
What companies has David Steinmetz worked for?
David Steinmetz has worked for Schoolwise Partners, Deloitte, and Kpmg.
Who are David Steinmetz's colleagues at SchoolWise Partners?
David Steinmetz's colleagues at SchoolWise Partners include Vanessa Zamora, Camilo Lora, and Ben Mayer.
How can I contact David Steinmetz?
You can use AeroLeads to view verified contact signals for David Steinmetz at SchoolWise Partners, including work email, phone, and LinkedIn data when available.
What schools did David Steinmetz attend?
David Steinmetz holds Undergrad, Corporate Finance from Clemson University.
What skills is David Steinmetz known for?
David Steinmetz is listed with skills including Microsoft Excel, Microsoft Office, Financial Modeling, Financial Analysis, Powerpoint, Microsoft Word, Data Analysis, and Research.
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