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David Weinstein Email & Phone Number

I create and market products that customers value and love. at Equity Trust Company
Location: Beachwood, Ohio, United States 11 work roles 3 schools
1 work email found @intelliantech.com 4 phones found area 949, 909, and 319 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email d****@intelliantech.com
Direct phone (949) ***-****
LinkedIn Profile matched
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Current company
Role
I create and market products that customers value and love.
Location
Beachwood, Ohio, United States

Who is David Weinstein? Overview

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Quick answer

David Weinstein is listed as I create and market products that customers value and love. at Equity Trust Company, based in Beachwood, Ohio, United States. AeroLeads shows a work email signal at intelliantech.com, phone signal with area code 949, 909, 319, and a matched LinkedIn profile for David Weinstein.

David Weinstein previously worked as Senior Product Manager, Modern Finance at Equity Trust Company and Managing Director at Sapient Marketing Group. David Weinstein holds Bachelor Of Business Administration, Accounting, Finance, Marketing, Business/Management from University Of Michigan - Stephen M. Ross School Of Business.

Company email context

Email format at Equity Trust Company

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{first}.{last}@intelliantech.com
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Profile bio

About David Weinstein

Marketing Leader skilled in driving sales growth by improving loyalty, building strategic partnerships and enhancing products and services. Innovative and divergent thinker adept at finding the pulse of key trends to increase customer base and delight product users. Broad product development, marketing, financial management and business development expertise. Reputation for persistence in achieving goals with unique competence in: • Customer Acquisition• Customer Retention • Strategic Marketer• Concept Execution • Brand Development • Trend Identification • Forecasting • Mobile Applications • User Experience • Project Management • Go-to-Market• Competitive Analysis• Joint Marketing Agreements • Channel & Support Development • Problem Solving• Promotional Offers • Product Lifecycle Management• Product Road map• SaaS • Sales Incentive Creation • Digital Marketing• Lead Generation • Database Marketing• Customer Relationship Management (CRM)• Solution Architecture• Direct Marketing• Team Management• Agile Methodology• Lean Six Sigma My prior background as a CPA at PwC has proven to be a value asset in analyzing data and developing programs to drive results. I have been recognized by my peers and senior management for leadership, high-energy, innovation and teamwork.In my free time I enjoy spending time with family, snowboarding, volleyball, golf, mountain biking, camping, hiking, and international travel.

Listed skills include Marketing Strategy, Marketing, Customer Satisfaction, Product Marketing, and 25 others.

Current workplace

David Weinstein's current company

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Equity Trust Company
Equity Trust Company
I create and market products that customers value and love.
Website
AeroLeads page
11 roles · 38 years

David Weinstein work experience

A career timeline built from the work history available for this profile.

Senior Product Manager, Modern Finance

Current

Westlake, Ohio, US

Lead the management of the digital and service product line, encompassing vision, design, roadmap, and the seamless orchestration of client experience. Additionally, responsible for optimizing and successfully launching products within the Modern Finance portfolio, including guiding the entire lifecycle from identification of the unmet needs, and solution.

Feb 2024 - Present

Managing Director

Current

Beachwood, OH, US

Providing consulting / marketing advisory services including acquisition/retention strategies, product development, competitive analysis, buyer personas, product positioning, branding, market assessment, and business case/profitability analysis.

Mar 2019 - Present

Marketing Director / Treasurer

Current
Bwjs

Provide Marketing, IT, and Finance leadership to BWJS, an executive networking group with more than 500 members. Additionally, I am on the Steering Committee and manage the member database, video conferencing, and cloud communication platforms.

Feb 2019 - Present

Principal Marketing Manager

Charlotte, North Carolina, US

  • Define marketing plans and strategies for business jet cabin management and entertainment systems. Direct product roadmap efforts to identify and prioritize requirements for new products and markets. Collaborate with.
  • Drove system sales by partnering with forward-thinking companies to integrate and jointly market new solutions.
  • Implemented digital marketing, email and promotional campaigns, generating leads and closing sales.
  • Created business cases and obtained approvals to fund development of new switches and integration of Bluetooth connectivity in the aircraft, generating >150% ROI.
May 2017 - Feb 2019

Sr Product Marketing Manager

Seongnam-si, Gyeonggi-do, KR

  • Led marketing promotions, sales incentives and go-to-market product launches globally. Drove new product development requirements and product roadmap based on VOC and research to ensure market viability.
  • Partnered with engineering and business development teams to secure lead OEM position for antenna systems to integrate with new high-throughput broadband satellite constellations.
  • Revitalized Intellian’s Global Dealer and Service Program, driving efficiencies and improving customer experience.
  • Established Intellian Connect Program to increase dealer and customer satisfaction by facilitating satellite TV activations which lifted sales >10%.
May 2016 - Mar 2017

Marketing Strategist

Basking Ridge, NJ, US

  • Managed $1.6B / year Internet / home services portfolio and $350M accessory budget, focusing on driving sales and retaining customers. Created customer-facing flyers, collateral, merchandising and presentations to.
  • Exceeded product and services sales targets by developing sales tools, offering promotions and providing sales and customer service incentives.
  • Improved user experience for payment, voicemail, calling, telematics and broadband mobile apps, reducing calls to customer service and enhancing customer satisfaction.
  • Implemented digital marketing campaigns using SEO, social media and bloggers to drive sales.
  • Designed sales contests that resulted in >50% lift in MoM broadband / home device sales.
  • Certified by Verizon as Lean Six Sigma Green Belt for successfully reducing hardware returns by 30% and 30-day call-in rate by 50% for products that provided in-building cellular coverage.
Mar 2014 - Dec 2015

Product Manager

Basking Ridge, NJ, US

  • Managed multiple products and services, focusing on customer experience and sales. Supported B2B channel in modem / router / IoT sales. Selected to present at B2B conferences across the nation to promote 4G LTE service.
  • Increased company market share by launching 4G LTE in 12 states, including leading go-to-market and guiding communications, PR, training and store merchandising.
  • Branded “There’s a map for that!” national advertising campaign, promoting 4G coverage advantage.
  • Drove new product requirements and led rollout of improved push-to-talk service and SaaS portal, increasing customer satisfaction by improving call functionality while decreasing time to implement new customers by 50%.
  • Ensured positive customer experience by leading the testing of new smartphones, data devices and software.
Nov 2005 - Feb 2014

Project Manager

Basking Ridge, NJ, US

Led CRM direct mail, text, email and call campaigns to increase sales and customer retention. Created special retention tools / offers for customer service and targeted direct mail campaigns. Managed multiple support vendors, including call centers and other 3rd-party fulfillment companies. Negotiated 5-year, multimillion-dollar contract with Telcel to.

Sep 1996 - Oct 2005

Finance Manager - Sierra Pacific Region

Basking Ridge, NJ, US

Prepared forecasts, determined profitability of marketing promotions and analyzed monthly variances in revenue and acquisition costs. Created financial models to determine value of new customer for direct and indirect distribution channels that was used to optimize sales commission structure. Managed wholesale channel ($70M revenue), customer referral and.

1991 - 1996 ~5 yrs

Financial Analyst

Charlotte, North Carolina, US

Evaluated cash flow, risk and justification of capital projects exceeding $30M, which included acquiring farms, purchasing equipment and expanding / modernizing older plants. Coordinated and prepared operating reports for CEO, CFO and President, including monthly earning results, yearly financial projections and performance on capital projects..

1989 - 1991 ~2 yrs

Accounting / Tax Analyst

Pwc

GB

Prepared individual, trust, partnership and corporate tax returns. Reviewed and developed business plans submitted to Entrepreneurial Services Group. Audited financial statements and assisted valuation services and consulting practices.

1988 - 1989 ~1 yr
Team & coworkers

Colleagues at Equity Trust Company

Other employees you can reach at trustetc.com. View company contacts →

3 education records

David Weinstein education

Bachelor Of Business Administration, Accounting, Finance, Marketing, Business/Management

University Of Michigan - Stephen M. Ross School Of Business

Master'S Degree, International Business - Semester Abroad From U Of M Ross School Mba Program

Rotterdam School Of Management, Erasmus University

Master Of Accounting, Also Studied Finance And Marketing

University Of Michigan - Stephen M. Ross School Of Business
FAQ

Frequently asked questions about David Weinstein

Quick answers generated from the profile data available on this page.

What company does David Weinstein work for?

David Weinstein works for Equity Trust Company.

What is David Weinstein's role at Equity Trust Company?

David Weinstein is listed as I create and market products that customers value and love. at Equity Trust Company.

What is David Weinstein's email address?

AeroLeads has found 1 work email signal at @intelliantech.com for David Weinstein at Equity Trust Company.

What is David Weinstein's phone number?

AeroLeads has found 4 phone signal(s) with area code 949, 909, 319 for David Weinstein at Equity Trust Company.

Where is David Weinstein based?

David Weinstein is based in Beachwood, Ohio, United States while working with Equity Trust Company.

What companies has David Weinstein worked for?

David Weinstein has worked for Equity Trust Company, Sapient Marketing Group, Bwjs, Collins Aerospace, and Intellian Technologies.

Who are David Weinstein's colleagues at Equity Trust Company?

David Weinstein's colleagues at Equity Trust Company include Aaron Gibson, Jami Jo Hitzemann, Rita Woods, Bena Castro, and George Coakley.

How can I contact David Weinstein?

You can use AeroLeads to view verified contact signals for David Weinstein at Equity Trust Company, including work email, phone, and LinkedIn data when available.

What schools did David Weinstein attend?

David Weinstein holds Bachelor Of Business Administration, Accounting, Finance, Marketing, Business/Management from University Of Michigan - Stephen M. Ross School Of Business.

What skills is David Weinstein known for?

David Weinstein is listed with skills including Marketing Strategy, Marketing, Customer Satisfaction, Product Marketing, Cross Functional Team Leadership, Team Leadership, Agile And Waterfall Methodologies, and Leadership.

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