David Lineweaver Email & Phone Number
Vice President - Institutional Financial Advisor @ CAPTRUST
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David Lineweaver Location
- Raleigh, NC, US
David Lineweaver Work
- Vice President - Institutional Financial Advisor @ (May 2024 - Present)
- Principal – Real Estate Development and Sales │ Thought Leadership │ Negotiations @ Lineweaver Partners (January 2015 - June 2024)
- Equity Sales Executive – Latin America │ Financial Solutions │ Startup Strategies @ (January 2012 - January 2015)
- Managing Director | Head of Latin American Sales and Trading │ Talent Development @ (January 2009 - January 2012)
- Senior Vice President – Brazilian Equity Sales │ Capital Markets │ Financial Leadership @ Itau Securities, Inc. (January 2007 - January 2009)
- Managing Partner │ Investment Product Development │ Industry Expert │ B2B @ Whitmore Brey, LLC, Whitmore Partners, LLC (January 2001 - January 2007)
- Managing Partners │ Entrepreneurial Mindset │ Startups │ New Business Growth Strategies @ SanLine Capital Resources, Inc. (January 1999 - January 2001)
- Senior Vice President – Latin American And Eastern European Equity Sales @ Santander Investments (January 1996 - January 1999)
- Senior Vice President – Latin American Equity Sales @ (January 1992 - January 1996)
David Lineweaver Education
- Southern Methodist University
B.A. (Accounting & Finance)
David Lineweaver Skills
- Sales & Marketing
- Sales Management
- Marketing Strategy
- International Business
- New Business Development
- Business Development
- Business Consulting
- Private Equity
- Investment Banking
- Financial Modeling
- Dealer Management
- Deal Sourcing
- Strategic Alliances
- Spanish
- Contract Negotiation
- Contract Management
- Negotiation
- C-Level Presentations
- Territory Management
- Territory Account Management
- Account Sales Strategies
- Talent Management
- Talent Scouting
- Talent Developer
- Asset Management
- Investment Sales
- Strategic Planning
- Customer Engagement
- Sales Operations
- Sales Effectiveness
- Marketing
- Marketing Management
- International Business Management
- Consultant Coordination
- Consultant Liaison
- Business Advisory
- Private Equity Firms
- Business Strategy
- Business Planning
- Investment Strategies
- Business Analysis
- Business Management
- Financial Structuring
- Financial Forecasting
- Business Alliances
- Contract Writing
- C-Level Communications
- C Level Management
- Territory Growth
- Territory Development
David Lineweaver Summary
- David Lineweaver, based in Raleigh, NC, US, is currently a Vice President - Institutional Financial Advisor at CAPTRUST. David Lineweaver brings experience from previous roles at Lineweaver Partners, Brasil Plural, Raymond James & Associates, Inc and Itau Securities, Inc.. David Lineweaver holds a B.A. in Accounting & Finance @ Southern Methodist University. With a robust skill set that includes Sales & Marketing, Sales Management, Marketing Strategy, International Business, New Business Development and more. David Lineweaver has 2 emails and 1 mobile phone numbers on RocketReach.
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