David Robertson Email & Phone Number
CEO and Founder @ Wine & Beer Supply, LLC
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David Robertson Location
- Richmond, VA, US
David Robertson Work
- 2016 -now CEO and Founder @
- 2014 -now Principal @
- 2012 -2018 Managing Partner @
- 2009 -2014 President and Owner @ CrossGlobe Express, LLC
- 2008 -2012 Principal @ Pine Creek Partners
- 2001 -2008 Managing Director @
- 2003 -2006 Senior Vice President, Principal Investments @ Friedman Billings Ramsey Group
- 1995 -2001 Associate @ PricewaterhouseCoopers Securities, LLC
David Robertson Education
- University of California, Davis
Wine Certificate Program (Wine Production, Wine Stability & Sensory Analysis, Quality Control, Viticulture, Filtration)
2020-2022 - University of California, Davis
Wine Certificate Program (Wine Production, Wine Stability & Sensory Analysis, Quality Control, Viticulture, Filtration)
2020-2022 - The University of Chicago Booth School of Business
MBA with Honors (Entrepreneurship, Finance, Accounting)
1998-1999 - The University of Chicago - Booth School of Business
MBA with Honors (Entrepreneurship, Finance, Accounting)
1998-1999 - Penn State University
BS (Finance, International Business, German)
1990-1995 - Penn State University
BS (Finance, International Business, German)
1990-1995
David Robertson Skills
- M&A
- Estate Planning
- Mergers and Acquisitions
- Divestitures
- Corporate Finance
- Private Equity
- SMSF
- Investment Banking
- Restructuring
- Negotiation
- Financial Services
- Business Planning
- CPA
- Investment Strategies
- Funding
- Investor Relations
- Portfolio Management
- Lending Credit Rep
- Finance
- Executive Management
- Strategy
- Strategic Financial Planning
- Joint Ventures
- Management
- Acquisition Integration
- Structured Finance
- Logistics
- Wealth Management
- Acquisitions
- M&A experience
- Corporate Development
- Rei Hdy Share Portfolio
- Certified Financial Planner
- PowerPoint
- Financial Planning
- LBO
- Financial Analysis
- Capital Markets
- Reiq Full Licencee Real Estate Agent
- Valuation
- Capital
- Equities
- Private Placements
- Fulfillment Services
- Wealth
- Registered Tax Agent
- Certified Practising Accountant
- Networking
- Capital Raising
- Mergers
- Principal Investing
- Angel Investing
- Business Valuation
- Property Financing
- Shares
- Leadership
- Property Consultancy
- Alternative Investments
- Ar 246122 Financial Planning Authorised Representative
- Venture Capital
- Direct Shares
- Leveraged Finance
- Financial Modeling
- Investments
- Chartered Accountant
- Buyouts
- Due Diligence
- VA
- Small Business
- Financial Structuring
- Entrepreneurship
- Strategic Planning
- Australian Loan Co
- IPO
David Robertson Summary
- David Robertson, based in Richmond, VA, US, is currently a CEO and Founder at Wine & Beer Supply, LLC. David Robertson brings experience from previous roles at Niche Logistics, LLC, Integris Capital Partners, CrossGlobe Express, LLC and Pine Creek Partners. David Robertson holds a 2020 - 2022 Wine Certificate Program in Wine Production, Wine Stability & Sensory Analysis, Quality Control, Viticulture, Filtration @ University of California, Davis. With a robust skill set that includes M&A, Estate Planning, Mergers and Acquisitions, Divestitures, Corporate Finance and more. David Robertson has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Wine & Beer Supply, LLC Employees
Shannon McMillan
Director of Finance And Operations
Richmond, VA, US
Tim Ruddle
Wine Specialist
Ashland, VA, US
David Robertson
CEO and Founder
Richmond, VA, US
Charles Werderman
President
Richmond, VA, US
Eric Zirkle
Graphic Designer
Richmond, VA, US
Hailey Klepcyk
Sales Representative
Winston-Salem, NC, US
Gage Oughterson
Operations Manager- Finger Lakes Region
Ashland, VA, US
Jimmy Woody
Director of Logistics and Warehouse Operations
Richmond, VA, US
Rachel Saakian
Predictive Finance Analyst and AI Trainer
Richmond, VA, US
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