David Kates Email & Phone Number
Mergers and Acquisitions Director @ WSB
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David Kates Location
- Florida, United States
David Kates Work
- Mergers and Acquisitions Director @ (March 2026 - Present)
- Founder @ (April 2024 - March 2026)
- Vice President @ (July 2022 - February 2024)
- Senior Associate @ (August 2018 - July 2022)
- Associate, Strategy and Corporate Development @ (May 2017 - July 2018)
David Kates Education
- University of Florida
Bachelor's degree (Finance, General)
2013-2016 - University of Florida
Master's degree (Finance, General)
2017
David Kates Skills
- Bloomberg Terminal
- Corporate Finance
- Data Analysis
- Equity Research
- Financial Modeling
- M&A Negotiations
- Mergers & Acquisitions
- Microsoft Excel
- Microsoft Office
- Private Equity
- Research
- Strategic Planning
- Valuation
David Kates Summary
- David Kates, based in Florida, United States, is currently a Mergers and Acquisitions Director at WSB. David Kates brings experience from previous roles at Retriever Capital LLC, CenterGate Capital, The Anderson Group, LLC and PRGX Global Inc.. David Kates holds a 2013 - 2016 Bachelor's degree in Finance, General @ University of Florida. With a robust skill set that includes Bloomberg Terminal, Corporate Finance, Data Analysis, Equity Research, Financial Modeling and more. David Kates has 3 emails and 6 mobile phone numbers on RocketReach.
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