David Willette Email & Phone Number
Account Executive @ Carta
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David Willette Location
- California, United States
David Willette Work
- Account Executive @ (January 2026 - Present)
- Account Executive @ (June 2023 - October 2024)
- Account Executive - Strategic Accounts @ (June 2021 - June 2023)
- Business Development Manager - Marketing Solutions @ (March 2020 - June 2021)
- Account Manager @ (February 2018 - March 2020)
- Associate Manager - Client Management and Investor Relations @ (January 2017 - February 2018)
- Client Management and Investor Relations Associate @ Conifer Financial Services (September 2014 - December 2016)
David Willette Education
- Penn State University
Bachelor of Science - BS (Finance, General)
David Willette Skills
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Customer Service
- Research
- Teamwork
- Photoshop
- Social Media
- Public Speaking
- English
- Customer Relationship Management (CRM)
- Business Development
- Microsoft PowerPoint
- Time Management
- Communication
- Finance
- Business Relationship Management
- Presentations
- Sales
- New Business Development
- Marketing
- Digital Media
- Google Analytics
- Google Docs
- Google Drive
- Google Sheets
- Zoom
- Sales Management
- Direct Sales
- Sales Process
- Salesforce.com
- Sales & Marketing
- Business Strategy
- Business Planning
- Microsoft Dynamics CRM
- Microsoft Outlook
- Microsoft Products
- Microsoft OneDrive
- OneNote
- HubSpot
- HubSpot Sales Hub
- SugarCRM
- Slack
- Strategic Planning
- Strategic Partnerships
- Marketing Strategy
- Account Management
- Strategy
- Team Management
- Management
- Customer Relationship Management
David Willette Summary
- David Willette, based in California, United States, is currently a Account Executive at Carta. David Willette brings experience from previous roles at Wilshire Indexes, PEI - Alternative Insight and Real Vision. David Willette holds a Bachelor of Science - BS in Finance, General @ Penn State University. With a robust skill set that includes Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service and more. David Willette has 4 emails and 1 mobile phone numbers on RocketReach.
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