David Barta Email & Phone Number
Financial Planner @ Nectarine
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David Barta Location
- Minneapolis, MN, US
David Barta Work
- 2026 - now Financial Planner @
- 2026 - now Strategic Advisor @
- 2023 - 2026 Co-Founder and COO and CFO @
- 2022 - 2023 Senior Advisor - Product @
- 2021 - 2021 Head - Planner Operations @
- 2020 - 2021 Lead - Financial Planner @
- 2018 - 2019 Manager - Business Development @
- 2016 - 2018 Associate - Investment Management @
- 2015 - 2015 Intern - Portfolio Management @
- 2013 - 2014 Associate - Research and Development @
- 2011 - 2013 Senior Analyst - Customer Service Planning and Analysis @
- 2008 - 2011 Analyst - Resource Planning @
- 2006 - 2008 Teaching Assistant - Mathematics Department @
- 2006 - 2006 Intern - Software Engineering @
- 2004 - 2006 Analyst - Cancer Research Labs @
David Barta Education
- UCLA Anderson School of Management
MBA (Investments and Securities)
2014 - 2016 - University of Minnesota
BS Honors, Summa Cum Laude (Mathematics, Computer Science)
2004 - 2008 - Robbinsdale Cooper Senior High School
International Baccalaureate (IB) Diploma
2000 - 2004
David Barta Skills
- Data Analysis
- Process Improvement
- Business Analysis
- Team Leadership
- Leadership
- CRM
- Operations Management
- Analysis
- Program Management
- Cross-functional Team Leadership
- Business Process Improvement
- Strategy
- Project Management
- Competitive Analysis
- Management Consulting
- Microsoft Excel
- Financial Analysis
- Operational Excellence
- Writing
- Airports
- Delta
- Accounting
- ERP
- Business Strategy
- Microsoft Word
- Integration
- Mathematics
- Microsoft Office
- Investments
- Strategic Planning
- Airlines
- Consulting
- Management
- Life Sciences
- Portable
- MBA
- Cross Functional Team Leadership
- Deloitte
- Hiring
- PowerPoint
- Minneapolis
David Barta Summary
- David Barta, based in Minneapolis, MN, US, is currently a Financial Planner at Nectarine. David Barta brings experience from previous roles at Xylo AI and Origin. David Barta holds a 2014 - 2016 MBA in Investments and Securities @ UCLA Anderson School of Management. With a robust skill set that includes Data Analysis, Process Improvement, Business Analysis, Team Leadership, Leadership and more. David Barta has 4 emails and 1 mobile phone numbers on RocketReach.
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