David Gualtieri Email & Phone Number

Madrid, ES

Madrid, Community Of Madrid, ES

London, England, GB

Wealth Kernel provides the building blocks to power any digital investing offering; from client onboarding and trading to portfolio management and custody in a flexible, scalable and modular solution that is modular by design.

London, England, GB

Responsible for Velexa's go-to-market strategy, sales execution, and expanding the company's growth into new high-value markets and business verticals. Establishing a continuous feedback loop to improve product and offering

London, England, GB

Velexa is a WealthTech company that provides trading infrastructure solutions and post-trading services. With Velexa regulated entities can enhance their existing offering for new-generation of investors.

Barcelona, ES

AREX stand for: Accounts Receivables Exchange. The company created a new asset class and a fully algorithmic exchange (order book) to allow buy-side institutional clients to access a new and de-correlated asset class linked to the "real economy". AREX originates the receivables that get traded on the exchange by embedding its financing solutions.AREX's.

Dover, Delaware, US

Finnovating is a strategic management consultancy that advises corporates in how to accelerate their digital transformation via open collaboration with the thriving fintech innovation ecosystems.

NEW YORK, NY, US

• AxiomSL (Adenza post merger)is the industry leader in providing regulatory, risk and data management solutions to the world’s financial institutions.Responsibilities:To establish and run the Axiom office in Madrid and.
• Management of the full sales cycle; from lead generation, initial approach, tailored presentations, demonstrations of the product, work-shops, pricing and value propositions, closing of the sale and contract negotiations
• Management of C-level relationships with current clients to increase upsell opportunities, increase engagement, client satisfaction, build up references, recommendations and case studies for marketing
• Management of the sales pipeline and sales forecast
• Increasing pipeline by engaging and signing-up collaboration partnerships with the top consultancies in the region
• Directing the regional marketing strategy, organising local events and local media

London, GB

• Led the product development and successful launch of a disruptive financial technology trading platform in May 2013. The platform focused on providing multi-asset block trading solutions for the institutional.
• Implemented client-driven continuous feedback to improve product and new business lines.
• principal client relationship manager, responsible for understanding users driving up-selling opportunities and obtaining continuous feedback.
• Expanded and developed new functionalities in instruments such as TRS, High Yield, convertibles CoCos. Introduced noble trading concepts such as actionable RFQs, basket trading on close, auctions, TWAP and VWAP price.
• Managed relationships with multiple stakeholders, including C-level management, front-line practitioners, compliance, risk, credit, IT, and legal, ensuring buy-in from different business units and maintaining delivery.
• Managed a seasoned trading team for the execution of high-touch order flow.

Madrid, ES

• Led the project to develop the international profile and franchise of Spain's oldest and largest independent institutional adviser and intermediary.Responsibilities:
• Management of the sales and trading team.
• Business strategy, increasing distribution channels and tailoring research product to increase sales.
• Directing the sales strategy, onboarding and account management.
• Advised buyside and sellside clients on best execution practices, trading strategy, sales trading (high touch matching) and consulted on the implementation of technology improvements.
• Press spokesperson, gave frequent commentary and market views to major international publications (FT and Wall Street Journal) and represented the company at International events.Achievements highlights:

Sabadell, Barcelona, ES

• Responsible for the strategy for the expansion of the banks Equity trading and advisory.Responsibilities:
• Oversaw sales trading, idea generation and distribution of research.
• Directed the business development and onboarding of new high-touch and electronic trading clients.
• Generation of trading ideas and evaluated and reported on companies
• Spearheaded one of the first co-location HFT projects in Spain.
• Responsible for implementing electronic trading strategies, managing client flow and DMA.

Boadilla Del Monte, Madrid, ES

• Develop the Southern European and UK franchise of Spain’s largest and most prestigious capital markets advisory operation.Responsibilities:
• Spearheaded the sales strategy for new accounts across Europe, with an emphasis in southern Europe and the UK.
• Responsible for trading execution and procedures for the region.
• Implemented in-house algorithmic trading tools.
• Trading idea generation and distribution to clients of equity research.
• Coordinating primary and secondary placements.Achievement highlights:

Jacksonville, FL, US

• Star-up with the aim of becoming Europe’s’ first fully electronic, intelligent order routing networks. The operation was sponsored by Robert Greifeld - Ex-CEO of NASDAQ (2003-2016). Responsibilities:
• Led the generation of commission by marketing bespoke trading ideas, the in-house research and electronic trading.
• Order execution monitoring and sales trading to keep clients abreast of implementation short-falls, slippage and market impact news.
• Maintaining high level of service and Account Management.
• Attaining full trading licences to operate in Pan European and US markets.Achievement highlights:
• Was part of the team that set-up the first ever fully electronic global intelligent order routing hub.

New York, NY, US

• Pioneered the European expansion of US based leader in NASDAQ trading.Responsibilities:
• Opening new accounts by marketing Knight trading expertise, particularly in the NASDAQ market
• Global account management, with clients across three time zones.
• Managed the electronic order flow for “Round Table Clients”.--- Achievement highlights:
• Was Promoted to second in command of the trading and sales desk.
• Developed the desk to over 400 trades per day.

Bsc Hons

Bsc Hons - 2.1

Education record