David Barta Email & Phone Number
Financial Planner @ Nectarine
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David Barta Location
- Ljubljana, SI
David Barta Work
- Financial Planner @ (March 2026 - Present)
- Strategic Advisor @ (February 2026 - Present)
- Co-Founder and COO and CFO @ (June 2023 - January 2026)
- Senior Advisor - Product @ Origin (January 2022 - August 2023)
- Head - Planner Operations @ Origin (July 2021 - December 2021)
- Lead - Financial Planner @ Origin (January 2020 - June 2021)
- Manager - Business Development @ (November 2018 - December 2019)
- Associate - Investment Management @ (August 2016 - November 2018)
- Intern - Portfolio Management @ (June 2015 - September 2015)
- Associate - Research and Development @ (February 2013 - August 2014)
- Senior Analyst - Customer Service Planning and Analysis @ (August 2011 - January 2013)
- Analyst - Resource Planning @ (June 2008 - July 2011)
- Teaching Assistant - Mathematics Department @ (August 2006 - May 2008)
- Intern - Software Engineering @ (May 2006 - August 2006)
- Analyst - Cancer Research Labs @ (September 2004 - May 2006)
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
- Analysis
- Analytical Skills
- Business Analysis
- Business Process Improvement
- CRM
- Competitive Analysis
- Cross-functional Team Leadership
- Data Analysis
- Financial Analysis
- Leadership
- Management
- Management Consulting
- Microsoft Excel
- Operations Management
- Process Improvement
- Program Management
- Project Management
- Strategy
- Team Leadership
- Operational Excellence
- Writing
- Airports
- Delta
- Accounting
- ERP
- Business Strategy
- Microsoft Word
- Integration
- Mathematics
- Microsoft Office
- Investments
- Strategic Planning
- Airlines
- Consulting
- Life Sciences
- Portable
- MBA
- Cross Functional Team Leadership
- Deloitte
- Hiring
- PowerPoint
- Minneapolis
David Barta Summary
- David Barta, based in Ljubljana, SI, 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 Analysis, Analytical Skills, Business Analysis, Business Process Improvement, CRM and more. David Barta has 2 emails and 1 mobile phone numbers on RocketReach.
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