David Gutterman

David Gutterman Email and Phone Number

Investment Banker providing M&A and capital raising for fintech, payments, and software companies | USC Marshall | Ex-JPM | Ex-DB @ Wellesley Hills Financial LLC
David Gutterman's Location
Manhattan Beach, California, United States, United States
David Gutterman's Contact Details

David Gutterman personal email

David Gutterman phone numbers

About David Gutterman

Experienced Investment Banker with a demonstrated history success. Skilled in mergers & acquisitions, capital raising, and strategic financial planning. Strong finance professional with both an MBA and a BS from the University of Southern California - Marshall School of Business.

David Gutterman's Current Company Details
Wellesley Hills Financial LLC

Wellesley Hills Financial Llc

View
Investment Banker providing M&A and capital raising for fintech, payments, and software companies | USC Marshall | Ex-JPM | Ex-DB
David Gutterman Work Experience Details
  • Wellesley Hills Financial Llc
    Executive Vice President - Investment Banking
    Wellesley Hills Financial Llc Feb 2024 - Present
    Boston, Ma, Us
    Executive Vice President leading M&A and Capital Raising for Enterprising Fintech, Payments and Vertical Software Companies.
    View
  • Tri Coast Capital L.L.C.
    Founder And Managing Partner - Investment Banking
    Tri Coast Capital L.L.C. Sep 2023 - Present
    Los Angeles, San Francisco & Orange County, California, Us
    M&A and strategic advisory services for lower middle market companies, including Project Lancer and Project Titan.
    View
  • Aureate Capital
    Managing Director - Investment Banking
    Aureate Capital Nov 2021 - Sep 2023
    San Francisco, Ca, Us
    Capital raising and strategic advisory services for fintech, software, healthcare, cannabis and crypto / blockchain companies.
    View
  • Mjc Partners
    Vice President - Investment Banking - Head Of Capital Markets & Corp Dev (Fig)
    Mjc Partners Feb 2019 - Oct 2021
    Los Angeles, California, Us
    Lead execution on: 12 closed bank M&A transactions ($450M+ deal value), eight closed bank equity capital raise transactions ($130M+ deal value) and seven closed bank debt capital raise transactions ($100M+ deal value). Mergers & Acquisitions, Capital Raising, Strategic Advisory & Deal Origination www.mjcpartners.com
    View
  • Mjc Partners
    Senior Associate - Investment Banking (Financial Institution Group)
    Mjc Partners May 2015 - Feb 2019
    Los Angeles, California, Us
    View
  • Sterne Agee
    Associate - Investment Banking (Financials Institution Group)
    Sterne Agee Jan 2014 - May 2015
    Birmingham, Al, Us
    Investment Banking, Merger & Acquisitions and Equity Advisory for Bank and Non-bank Specialty Lender clients | Sterne Agee was acquired by Stifel Financial in 2015
    View
  • Arbor Advisors
    Associate - Investment Banking (Technology)
    Arbor Advisors Sep 2011 - Dec 2013
    San Mateo, California, Us
    Investment Banking, Mergers & Acquisitions and Equity Advisory for Technology clients | www.arboradvisors.com
    View
  • J.P. Morgan
    Associate - Wealth Management / Private Client Services
    J.P. Morgan Dec 2006 - Jul 2010
    New York, Ny, Us
    Investment Planning, Trading - Equity & Fixed Income | www.jpmorgan.com
    View
  • Deutsche Bank
    Analyst - Structured Finance
    Deutsche Bank Dec 2004 - Dec 2006
    Frankfurt Am Main, Hessen, De
    Portfolio Accounting Analyst, Structured Finance Services | www.db.com
    View
  • Belair Capital Asset Management
    Registered Futures And Commodities Broker
    Belair Capital Asset Management Jun 2003 - Dec 2004
    Investment Management, Managed Futures | Passed Series 3 & Series 7 exams | www.belaircapital.com
  • Morgan Stanley
    Intern | Private Wealth Management Group
    Morgan Stanley Jun 2002 - Jul 2002
    New York, Ny, Us
    www.morganstanley.com
    View

David Gutterman Skills

Valuation Investment Banking Financial Modeling Investments Private Equity Financial Analysis Mergers And Acquisitions Corporate Finance Portfolio Management Capital Markets Fixed Income Business Development Equities Asset Management Corporate Development Finance Due Diligence Business Valuation Hedge Funds Structured Finance Strategy Venture Capital Leadership Team Leadership Wealth Management Financial Institutions Strategic Planning Sales Public Speaking Microsoft Excel Event Planning Event Management Fundraising Microsoft Office Microsoft Powerpoint Research Training Sports Golf Networking Financial Services Financial Planning

David Gutterman Education Details

  • Usc Marshall School Of Business
    Usc Marshall School Of Business
    Business - Corporate Finance
  • University Of Southern California
    University Of Southern California
    Finance
  • The London School Of Economics And Political Science (Lse)
    The London School Of Economics And Political Science (Lse)
    Summer 2002 | Finance & Financial Markets
  • Piedmont High School
    Piedmont High School

Frequently Asked Questions about David Gutterman

What company does David Gutterman work for?

David Gutterman works for Wellesley Hills Financial Llc

What is David Gutterman's role at the current company?

David Gutterman's current role is Investment Banker providing M&A and capital raising for fintech, payments, and software companies | USC Marshall | Ex-JPM | Ex-DB.

What is David Gutterman's email address?

David Gutterman's email address is da****@****ers.com

What is David Gutterman's direct phone number?

David Gutterman's direct phone number is +121327*****

What schools did David Gutterman attend?

David Gutterman attended Usc Marshall School Of Business, University Of Southern California, The London School Of Economics And Political Science (Lse), Piedmont High School.

What are some of David Gutterman's interests?

David Gutterman has interest in Golf, Football, Baseball.

What skills is David Gutterman known for?

David Gutterman has skills like Valuation, Investment Banking, Financial Modeling, Investments, Private Equity, Financial Analysis, Mergers And Acquisitions, Corporate Finance, Portfolio Management, Capital Markets, Fixed Income, Business Development.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

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.