David Gutterman Email & Phone Number
Executive Vice President - Investment Banking @ Wellesley Hills Financial LLC
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David Gutterman Location
- Manhattan Beach, CA, US
David Gutterman Work
- Executive Vice President - Investment Banking @ (February 2024 - Present)
- Founder and Managing Partner - Investment Banking @ Tri Coast Capital L.L.C. (September 2023 - February 2024)
- Managing Director - Investment Banking @ (November 2021 - September 2023)
- Vice President - Investment Banking - Head of Capital Markets and Corp Dev (FIG) @ (February 2019 - October 2021)
- Senior Associate - Investment Banking (Financial Institution Group) @ (May 2015 - February 2019)
- Associate - Investment Banking (Financials Institution Group) @ (January 2014 - May 2015)
- Associate - Investment Banking (Technology) @ (September 2011 - December 2013)
- Associate - Wealth Management and Private Client Services @ (December 2006 - July 2010)
- Analyst - Structured Finance @ (December 2004 - December 2006)
- Registered Futures and Commodities Broker @ BelAir Capital Asset Management (June 2003 - December 2004)
- Intern | Private Wealth Management Group @ (June 2002 - July 2002)
David Gutterman Education
- USC Marshall School of Business
MBA (Business - Corporate Finance)
2009-2011 - University of Southern California
BS Business Administration (Finance)
1999-2003 - The London School of Economics and Political Science (LSE)
Summer 2002 | Finance & Financial Markets
2002-2002 - Piedmont High School 1995-1999
David Gutterman Skills
- M&A
- Capital Raising
- FinTech
- Financial Modeling
- Investment Banking
- Valuation
- Corporate Finance
- Private Equity
- Financial Analysis
- Business Development
- Mergers & Acquisitions
- Corporate Development
- Investments
- Capital Markets
- Equities
- Asset Management
- Business Valuation
- Finance
- Due Diligence
- Hedge Funds
- Event Management
- Event Planning
- Financial Advisory
- Financial Institutions
- Financial Markets
- Financial Planning
- Financial Services
- Fixed Income
- Fundraising
- Golf
- Investment Management
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Portfolio Management
- Public Speaking
- Research
- Sales
- Sports
- Strategic Planning
- Strategy
- Structured Finance
- Team Leadership
- Training
- Venture Capital
- Wealth Management
- networking
- Mergers and Acquisitions
- PowerPoint
- Project Management
- Marketing
David Gutterman Summary
- David Gutterman, based in Manhattan Beach, CA, US, is currently a Executive Vice President - Investment Banking at Wellesley Hills Financial LLC. David Gutterman brings experience from previous roles at Tri Coast Capital L.L.C., Aureate Capital and MJC Partners. David Gutterman holds a 2009 - 2011 MBA in Business - Corporate Finance @ USC Marshall School of Business. With a robust skill set that includes M&A, Capital Raising, FinTech, Financial Modeling, Investment Banking and more. David Gutterman has 4 emails and 1 mobile phone numbers on RocketReach.
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Top Wellesley Hills Financial LLC Employees
Wayne Johnson
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Atlanta, GA, US
Eddie Galvan
Managing Director
Los Angeles, CA, US
Ob Rawls
Chief Executive Officer
Roswell, GA, US
Anthony Malatesta
Managing Director
Boston, MA, US
Bill Shraga
Managing Director
New York, NY, US
Shivang Amin
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Ivan Martinez
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Los Angeles, CA, US
Tyler Furlong
Investment Banking Associate
New York, NY, US
Camila Cimirro
Investment Banking Associate
Boston, MA, US
Lukas Lahaye
Financial Planning Intern
Sterling, MA, US
Jessica Wang
Incoming 2027 Consulting Intern
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Quinn Gibbs
Associate
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