
david hunt
vice president, financial advisor
About
David is a Financial Advisor responsible for providing investment and wealth planning advice to individuals and families and their trusts, estates, foundations, endowments and pension plans. In conjunction with Bernstein Global Wealth Planning and Analysis Group, David provides counsel to clients and their professional advisors on a variety of matters, including tax and estate planning, multigenerational asset allocation, individual and corporate retirement planning, and the sale of closely held businesses. Bernstein Global Wealth Management is a unit of AllianceBernstein L.P. Sanford C. Bernstein & Co., LLC is a member of FINRA and is a subsidiary of AllianceBernstein L.P.
united states
lake forest
investment management
series 66, series 7, series 31, solution selling, business development, new business development, account management, sales, sales process, sales management, strategic partnerships, strategic planning, enterprise software, professional services, entrepreneurship, leadership, sales operations, business strategy, product management, selling, venture capital, executive management, mobile devices, product marketing, business planning, coaching, analytics, b2b, strategy, direct sales, healthcare, leadership development, marketing, cross functional team leadership, cloud computing, contract negotiation, management, competitive analysis, finance, saas, start ups, retail, consulting, crm, lead generation, e commerce, management consulting, recruiting
Experience

director of venture business development
mediant technology venture partners
A venture capital services firm providing business development, investment banking, and management consulting services to early-stage technology companies. Led all sales efforts for the company, selling complex consulting services to chief executives of technology companies and general partners of investment firms. Grew client base by 200% in 12-month timeframe, exceeding quota, and diversifying portfolio risk to include software, infrastructure, real estate, and communications companies.

senior investment banking analyst
prudential vector healthcare
Prudential Securities’ healthcare investment bank, one of the leading life sciences firms on Wall Street. Managed the firm’s largest financing deal in 12-year history within rapid 4-week timeframe, resulting in $80 million private placement for United Therapeutics, a biotechnology company. Prepared initial public offering (IPO) presentation for Board of Directors and CEO of Cellomics, Inc., a genomics and drug discovery company, winning the lead manager role over several bulge bracket investment banks including Merrill Lynch and Credit Suisse First Boston. Managed marketing of the company to institutional investors, communicating complex nature of the field of genomics to finance professionals.

vice president of sales
infologix
* A mobile and wireless information technology solutions provider to hospital, health systems, and long-term care facilities throughout North America with sales growth from $3M to $80M in five years. * Managing $55M rapidly-growing Healthcare Division comprising 55% of revenue for company. Influential member of management team, growing sales from $1.2M to $55M. * Leading growth in excess of 30% per annum. Responsible for rapidly-growing division of over 25 professionals. * National Sales Director for Healthcare Division, leading growth of client base by 450 clients. * Top Two Regional Sales Executive every year as Sales Executive, exceeded quota by 200% every year. * InfoLogix named number six fastest growing privately held company by Dun & Bradstreet, 2004 - 2006. Leading provider of point-of-care mobility and medication management solutions to hospitals throughout North America.

associate consultant
deloitte
A global management consulting firm with over 20,000 professionals worldwide. Selected to Healthcare Practice, providing management consulting services to executive management at various academic medical centers across the country. Worked closely with senior clinicians to solve complex operational issues in the OR. Accepted into Business Analyst program, a highly selective leadership development program geared toward recruiting exemplary undergraduates and preparing them for ascension through the firm to partnership. Created study entitled, “Rightsizing Graduate Medical Education”, first presented at the Association of Hospital Medical Education’s 1999 annual conference, leading to numerous client wins for the firm.

owner and chief executive officer
allegra brands

vice president, financial advisor
bernstein private wealth management
Bernstein Global Wealth Management, a unit of AllianceBernstein, has focused solely on research and investment management for more than 40 years. We offer a full range of investment services in all the world’s major markets, and we centralize portfolio management to ensure that all of our clients benefit from the firm’s best investing ideas. By integrating our investment services with sophisticated planning tools, we help the individuals and families, business owners, family trusts and foundations, and other financial guardians we serve build and preserve wealth across generations. As a financial advisor and discretionary money manager, we are bound by a fiduciary responsibility to our clients. Our mission is to help them limit risk and reach their goals across market cycles.
Education
miami university
accounting
Activities and Societies: Phi Kappa Psi, MUSF Selected to Beta Alpha Psi, national accountancy honorary.
david hunt's Contact Information
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