David Winters personal email
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Proven business leader with a record of success in finance, B2B sales, and client management. Known as a versatile, hardworking, and dependable business partner and trusted fiduciary, delivering customized, value-added solutions. Entrepreneurial business approach with an eye for innovation, opportunity, and process improvement. MBA in Finance.Areas of ExpertiseNew Business Development Vendor / Client Relations Team Leadership & DevelopmentStrategic Business Planning Executive Presentations P&L AccountabilityNetworking / Prospecting Negotiation & Influence Financial AnalysisCareer Highlights• Marketed and built a successful hedge fund, growing it from $500K to $550M.• Directed refinance of small business and built sales from $200K to $1.5M.• Proven communication skills, pitching Investment Alternatives and Healthcare solutions to C-suite executives, consulting groups, Family Offices, and high net-worth individuals.
Fairway Consulting Drw
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PresidentFairway Consulting Drw Jan 2022 - PresentFayetteville, Arkansas, United StatesConsult with clients regarding strategic partnerships and overall business development ROI. Recent projects:• Lead business development strategy and execution, calling on hospitals and health systems throughout the U.S. to partner with healthcare firms delivering monthly packages to Medicaid and Medicare recipients. Partnership provides health products to clients while expanding telehealth visits for target populations. • Introduce employers to health care firm marketing in-house technology to detect worker spinal anomalies. Identify at-risk clients using data analytics and recommend action to avoid work-related spinal damage and mitigate worker compensation claims. Consult with insurance companies regarding worker compensation.
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PresidentOriole Oil Company Jul 2017 - Dec 2023Fayetteville, Ar: Tulsa, OkOversaw all aspects of company, financial and legal. Analyzed investment opportunities for sophisticated investors in the oil and gas industry. Majority of revenue derived from investments in oil and gas properties throughout the U.S.
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Chief Financial Officer / Business DevelopmentProactive Business Intelligence Inc May 2019 - Jun 2022Dallas, Tx; Tulsa, OkPROACTIVE BUSINESS INTELLIGENCE, Dallas, TX and Tulsa, OK 6/2019 to 6/2022Partner in software startup providing operations management, budget and HIPAA-compliant information designed for companies to gather employee health information to better manage healthcare costs. Worked closely with president to provide new business development and a team of programmers to develop, test, and refine the product to completion and rollout.• Secured buy-in of national insurance brokers who endorsed the software and helped identify companies with 500 to 1K workers in multiple markets.• Pitched software to companies and began building an enthusiastic client base. Sparked interest in multiple leadership teams who were quick to grasp the ROI. With contracts set for April, May, and June, company was poised to deliver revenues of $750K when COVID hit. Renewed revenue stream and sold company.
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Chief Financial OfficerHuman Factor Analytics Jan 2016 - Jan 2018Arkansas And FloridaEquity Investment in Human Factor Analytics was purchased in January 2018 by Orthus HealthHuman Factor Analytics, Inc.”HFA”, is an analytics consulting company that provides data analysis and data warehousing services in order to analyze risk and identify what is driving present and future cost. It is HFA’s goal to assist in identifying risk within its data and developing population health management strategies to target that risk, thereby improving employee health and reducing cost. -
Senior Managing PartnerIntracoastal Capital Management Oct 2010 - Jan 2017Palm Beach Gardens, FlManaging PartnerLaunched, marketed, and managed successful financial investment services company. Developed and implemented investment strategy and managed all legal, accounting, and compliance issues. • Established and owned alternative asset cash management fund. Grew assets under management to over $150M and generated a 10-11% rate of return for investors. • Created investor newsletter distributed monthly to 1,000 business leaders and wealthy individuals. Built the brand and a loyal client base by continuously sharing financial knowledge and insights on the stock market.
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Managing PartnerFisco Aug 2002 - Oct 2010Dallas, Tx - Palm Beach, FlA founding member and Principal of FISCO LLC, began operation as an alternative investment manager in August 2002 and grew assets under management to over $550 million. Chief Financial/Operations Officer and Co-Portfolio Manager, responsible for all portfolio management, compliance, daily operations, all legal issues concerning the Firm, the point person for investor relations and accounting/reporting/audit. As the firm grew in assets under management, FISCO hired additional key personnel for specific duties. Co-portfolio manager for FISCO until June 2009, wanting to grow assets for the firm, focused on new investors and investor relations. -
Vice PresidentMorgan Keegan & Company Aug 1999 - May 2002Dallas, TxFacilitated opening the Investment Bank of Morgan Keegan & Company in Dallas, focusing on IPO's, M&A and private equity transactions (numerous transactions), focused on the Oil & Gas industry. Developed the firm's first private equity fund-of-funds and was responsible for asset acquisition, performance reporting and marketing for the fund. -
Assistant Vice PresidentDynegy Aug 1996 - Aug 1999Houston, TxFormerly NGC (Natural Gas Clearinghouse) Dynegy, worked in the strategic development group. Responsible for deal execution of merger and acquisition activity, asset valuation and strategic long-term synergies, these synergistic acquisitions included companies from power plant, gas plants, computer technology and shipping. These mergers grew the company from 300 to over 5,000 employees.
David Winters Skills
David Winters Education Details
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Accounting And Finance -
Banking, Corporate, Finance, And Securities Law
Frequently Asked Questions about David Winters
What company does David Winters work for?
David Winters works for Fairway Consulting Drw
What is David Winters's role at the current company?
David Winters's current role is Business Development, Finance.
What is David Winters's email address?
David Winters's email address is dr****@****ail.com
What schools did David Winters attend?
David Winters attended Oklahoma State University, The University Of Dallas.
What skills is David Winters known for?
David Winters has skills like Management, Sales, Income, Contract Negotiation, Musical Instruments, Mutual Funds.
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