David Wei

David Wei Email and Phone Number

Vice President of Finance and Operations at SolarKal | Columbia Business School Value Investing Program | MBA 2019 @ SolarKal
David Wei's Location
Boston, Massachusetts, United States, United States
David Wei's Contact Details

David Wei work email

David Wei personal email

About David Wei

Cleantech leader currently leading finance and operations @ SolarKal. Driven to develop and deploy sustainable solutions and passionate about building smart businesses and teams. Frequent climatetech contributor, guest speaker, lecturer, and panelist with an MBA from Columbia Business School (Value Investing Program) and a trained buy-side analyst and portfolio managerPlease feel free to email me at (wei.david.lo at gmail.com)

David Wei's Current Company Details
SolarKal

Solarkal

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Vice President of Finance and Operations at SolarKal | Columbia Business School Value Investing Program | MBA 2019
David Wei Work Experience Details
  • Solarkal
    Vice President Of Finance And Operations, Secretary Of The Board
    Solarkal 2020 - Present
    Somerville, Massachusetts, Us
    SolarKal is the largest B2B solar energy marketplace in the United States, connecting organizations to solar providers who compete for their business in a proven process that saves customers ~30% on average.
  • Durable Capital Partners Lp
    Consulting Analyst
    Durable Capital Partners Lp 2019 - 2020
    Chevy Chase, Maryland, Us
    • Fundamental equity coverage (e-commerce and pest services) for recently launched $6BN compounders strategy• Assisted assessment of private equity investments (food delivery, footwear, restaurant POS companies)• Leveraged alternative data with fundamental equity processes, market research to inform firm’s data expansion
  • Neuberger Berman
    Consultant (2019), Summer Analyst (2018)
    Neuberger Berman 2018 - 2019
    New York, Ny, Us
    Consultant – ESG Investment Strategy (2019)• Created the Neuberger Berman ESG Investing Challenge in conjunction with Columbia Business School, which awarded a $20K prize pool and had 30 participantsSummer Intern – ESG Investment Strategy (2018)• Designed a dual-objective Global ESG/Impact Equity strategy that seeks to deliver positive impact in addition to returns. Created framework for assessing impact and presented to the President & CIO, COO
  • Solarkal
    Business Development Intern (Spring Semester)
    Solarkal 2018 - 2018
    Somerville, Massachusetts, Us
    • Sustainable solar finance, created financial projections and improved CRM/data platform, reported to the CFO/COO
  • Hartford Investment Management Co. (Himco)
    Sr. Portfolio Analyst - Public Equities
    Hartford Investment Management Co. (Himco) 2012 - 2017
    Us
    Senior Portfolio Analyst (2015-2017), Portfolio Analyst (2014-2015) – Public Equities• Managed HIMCO/AAM-branded REIT, Utility, and Sustainable Dividend Unit Investment Trusts (UITs). Created proprietary “quantamental” model that eliminated subsector variations and relied solely on security selection. 20 out of 22 trusts outperformed or were outperforming benchmark as of departure• Managed a “controlled volatility” product operating a buy-write strategy with a put spread program• Ran day-to-day operations for newly formed SMID Value fundamental team• Recipient of HIMCO’s Achievement Award, the firm’s top individual recognition, in 2015 for investment excellence and operating as a team player, consistently rated in the top 10% of employeesAssistant Portfolio Analyst – Third Party Fixed Income Portfolio Management (2012-2014)• Asset-Backed Securities: Contributed coverage for $180MM Small Balance Commercial loan portfolio
  • Neuberger Berman (New York City Ny)
    Summer Analyst With Small Cap Value Team (Genesis Fund-Nbgnx)
    Neuberger Berman (New York City Ny) Jun 2011 - Aug 2011
    New York, Ny, Us
  • Ironbound Capital Management, Lp (Hedge Fund, Princeton Nj)
    Summer Analyst
    Ironbound Capital Management, Lp (Hedge Fund, Princeton Nj) Jun 2010 - Aug 2010
  • Wesleyan University (Middletown Ct)
    Teaching Assistant
    Wesleyan University (Middletown Ct) Jan 2010 - May 2010
    Middletown, Ct, Us
    Environmental and Resource Economics for Professor Gary W. Yohe• Recipient of the annual John M. Plukas Teaching Apprentice Award for 2009-2010. The award recognizes “the skill and devotion” brought to “pedagogical responsibilities” and is given to faculty nominated candidates deemed to have far exceeded expectations
  • Princeton Global Asset Management Llc
    Summer Analyst
    Princeton Global Asset Management Llc May 2009 - Jan 2010
    Princeton, Nj, Us

David Wei Skills

Quantitative Analytics Valuation Sas Microsoft Office Equities C Economics Mandarin Financial Modeling Powerpoint Bloomberg Statistics R Mathematica Microsoft Excel Data Analysis Stata Econometrics Eviews Research Bloomberg Terminal Corporate Finance Investments Asset Allocation Spanish Financial Analysis Analysis Spss Portfolio Management

David Wei Education Details

  • Columbia Business School
    Columbia Business School
    Value Investing Program
  • Wesleyan University
    Wesleyan University
    B.A. Economics
  • The Council Of Whiskey Masters
    The Council Of Whiskey Masters
    Certified Scotch Professional

Frequently Asked Questions about David Wei

What company does David Wei work for?

David Wei works for Solarkal

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

David Wei's current role is Vice President of Finance and Operations at SolarKal | Columbia Business School Value Investing Program | MBA 2019.

What is David Wei's email address?

David Wei's email address is wr****@****aol.com

What is David Wei's direct phone number?

David Wei's direct phone number is +160921*****

What schools did David Wei attend?

David Wei attended Columbia Business School, Wesleyan University, The Council Of Whiskey Masters.

What skills is David Wei known for?

David Wei has skills like Quantitative Analytics, Valuation, Sas, Microsoft Office, Equities, C, Economics, Mandarin, Financial Modeling, Powerpoint, Bloomberg, Statistics.

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