2024 -now Vice President - Institutional Financial Advisor @
2015 -2024 Principal – Real Estate Development and Sales │ Thought Leadership │ Negotiations @ Lineweaver Partners
2012 -2015 Equity Sales Executive – Latin America │ Financial Solutions │ Startup Strategies @
2009 -2012 Managing Director | Head of Latin American Sales and Trading │ Talent Development @
2007 -2009 Senior Vice President – Brazilian Equity Sales │ Capital Markets │ Financial Leadership @ Itau Securities, Inc.
2001 -2007 Managing Partner │ Investment Product Development │ Industry Expert │ B2B @ Whitmore Brey, LLC, Whitmore Partners, LLC
1999 -2001 Managing Partners │ Entrepreneurial Mindset │ Startups │ New Business Growth Strategies @ SanLine Capital Resources, Inc.
1996 -1999 Senior Vice President – Latin American And Eastern European Equity Sales @ Santander Investments
1992 -1996 Senior Vice President – Latin American Equity Sales @
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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