David Giunta work email
- Valid
- Valid
- Valid
David Giunta personal email
David Giunta phone numbers
Trusted business partner and financial advisor for hundreds of high net-worth clients, acting in the capacities of a licensed certified public accountant, securities registered representative, investment adviser representative, financial operations principal, life insurance agent and real estate broker. Diverse experience across all facets of finance with a focus on developing clients for private lending in the specialty financing and real estate investment markets. An invaluable resource for sophisticated clients commanding a proficiency with numbers and the ability to connect on a personal level, build trusted relationships, and secure investment capital for growing firms. Mr. Giunta commenced his career as a certified public accountant (CPA), auditing public companies for four years, including two with the largest public accounting firm in the world, at the time, Arthur Andersen. Mr. Giunta earned a B.A. from Ohio University where he graduated cum laude in accounting and business law. He currently holds a real estate broker license and inactive CPA license; as such, he is a member of the American Institute for Certified Public Accountants.
Giunta, David Michael
-
Mortgage BrokerGiunta, David MichaelNewport Beach, Ca, Us
-
Mortgage Loan ConsultantNew American Funding Jul 2020 - Apr 2023Newport Beach, California, United States -
Managing PartnerBlackplum Partners, Llc May 2012 - Jul 2020Orange County, California AreaExecutive leader with full authority for structuring comprehensive, inclusive wealth management strategies, processes and procedures, and nurturing client relationships with small family office and high net worth clientele. • Prospect heavily and raise capital investments from 15+ high net worth clients• Qualify and close major accounts to secure private lending for specialty real estate investments• Provide subject matter expertise on real estate investments designed to improve risk-to-return ratios• Collaborate directly with financial advisors and subject matter experts to deliver strategic guidance on investments, retirement, taxes and insurance• Structure innovative investment strategies and portfolios for real estate investors to capture unique market opportunities in a wide range of local and regional markets • Establish strategic partners with industry leaders to provide advisory and operations excellence to clients, exceed expectations, and build the reputation of wealth management services across the industry network -
Principal, Client Management And Financial OperationsRok Capital Llc 2010 - 2012Orange County, California AreaPartnered with 2 executive principals from financial institutions to combine industry expertise and client contacts in the formation of a global long/short equity hedge fund capitalizing on onshore and offshore emerging markets. • Created pitch decks and presented to hundreds of clients and institutional partners to raise capital• Collaborated with investment team on trading, long and short strategies, domestic and foreign investments, futures, options and real estate ventures, and portfolio rebalancing -
Executive Director, Business DevelopmentNewport Private Capital Llc 2007 - 2010Orange County, California AreaLaunched and grew a family office with a commodity trading and family office advisory, with $100MM+ in AUM. Coordinated with families and advisors to provide comprehensive wealth management• Collaborated with attorneys on estate planning and trusts, and worked directly with legal and investment teams• Delivered formal client presentations to raise capital, cultivate new accounts, assess and review retirement strategies, optimize and rebalance portfolios, and present quarterly performance reviews• Created sales decks to simplify the firm’s sophisticated proprietary technical analysis and statistical trading models • Interviewed clients at length to determine risk profile, asset allocation, and customized investment strategies • Reviewed tax returns with clients and recommended advanced tax strategies including pension feasibility studies to minimize tax obligations and philanthropic giving• Coordinated with internal parties to implement seamless and thorough account operations and communication -
President And Financial Operations PrincipalSpringboard Securities, Inc. 2005 - 2007Orange County, California AreaProvided structure, oversight and management for this NASD member broker dealer with 25 registered representatives.• Recruited by Board of Directors to provide executive leadership to the brokerage arm of this financial conglomerate Springboard Capital Corporation with a focus on selling variable life insurance products• Managed business alliances with underwriters, executives, attorneys and estate planners at major brokerage firms and major insurance companies to create wrap relationships conducive to client portfolio management and industry best practices• Recruited, interviewed, hired and supervised an industry leading team of securities and insurance producers• Rapidly grew company from $0 to ~$100M in AUM in 2 years and directed all account management and business operations strategies• Reported to Board of Directors on all financial, operations and compliance issues including planning, forecasting and modeling, and worked with corporate CPA on tax filings and strategic planning initiatives
-
Executive DirectorWealth Management, Llc 1999 - 2005Orange County, California AreaCreated boutique partnership with 2 industry executives and launched private wealth management firm with an SEC Registered Investment Advisory. Responsible for introducing and raising capital from high net worth clients focused on advanced planning strategies in collaboration with key investment professionals from the Pacific Life Advisory Board.• Actively prospected and networked with prospective clients, existing clients and strategic partners to identify both prospective new clients and business opportunities with a focus on raising capital, creating productive business alliances and maintaining a strong regional and industry-recognized position
-
Certified Public AccountantArthur Andersen & Co. Sep 1990 - Sep 1994Irvine, CaSenior Staff Accountant - Audited Fortune 500 Companies
David Giunta Skills
David Giunta Education Details
-
Accounting And Pre-Law
Frequently Asked Questions about David Giunta
What company does David Giunta work for?
David Giunta works for Giunta, David Michael
What is David Giunta's role at the current company?
David Giunta's current role is Mortgage Broker.
What is David Giunta's email address?
David Giunta's email address is dm****@****cap.com
What is David Giunta's direct phone number?
David Giunta's direct phone number is +194940*****
What schools did David Giunta attend?
David Giunta attended Ohio University.
What skills is David Giunta known for?
David Giunta has skills like Investments, Finance, Investment Advisory, Securities, Investment Properties, Real Estate Investments, Financial Analysis, Asset Management, Strategic Planning, Insurance, Risk Management, Tax.
Not the David Giunta you were looking for?
-
4gmail.com, ipsos.com, aytm.com, harrisinteractive.com1 (585) 2XXXXXXX
-
1wedbush.com -
2prosperitydev.com, pdg.com.br3 +177228XXXXX
-
1usfcrgov.com1 +172795XXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial