David Szmigielski

Evaluator
DISC Type : CDS

Executive Director, Investment Banking at Wells Fargo

New York, New York, United States

Overview

David Szmigielski is an Executive Director at Wells Fargo, leading the Sustainable Finance and Infrastructure practice within the investment bank. A Forbes 30 Under 30 honoree for 2024, he specializes in corporate finance advisory, structuring capital for renewable energy, and vehicle electrification. He holds a Master of Science from Hamburg University.

David is passionate about environmental stewardship, frequently highlighting biodiversity and conservation on social media. His background includes serving as a delegate and advisor for the Holy Sees Permanent Mission to the United Nations, reflecting a deep-seated interest in global development and positive impact finance.

Unique fact: He received White House recognition for his teams contribution to the Wells Fargo Fleet Electrification Tool.

Personality Overview

Fast But Analytical

Quality Focused

Hard To Convince

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Sustainable Finance
Leads Wells Fargo's sustainable finance practice. He was named to the Forbes 30 Under 30 list for his work helping companies raise capital for sustainability initiatives.
Infrastructure Investment
His role as Practice Leader for Sustainable Finance and Infrastructure involves advising clients on corporate finance for large-scale energy and infrastructure projects.
Biodiversity & Conservation
He shows a personal passion for environmental causes, with public posts celebrating World Bee Day, World Wetlands Day, and biological diversity.

Media Appearances

David Szmigielski - Wells Fargo - Forbes. Featured in Forbes

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Work History

1-2023
Executive Director, Investment Banking at Wells Fargo
7-2021 - 1-2023
Vice President, Investment Banking at Wells Fargo
2-2020 - 7-2021
Loan Capital Markets Americas, U.S. Corporates, Diversified Industrials & Power, Originations at Sumitomo Mitsui Banking Corporation
8-2018 - 2-2020
Associate, Financing & Advisory Origination Americas, Corporate Debt Origination at UniCredit
4-2019 - 5-2019
Delegate & Advisor, Permanent Mission of the Holy See to the United Nations at United Nations

Education

Master of Science - M.Sc. from Hamburg University of Applied Sciences
Bachelor of Science - B.Sc. from Hamburg University of Applied Sciences

More Information

Social Presence :

Prographics :

Exp : 7 Location : New York, New York, United States Job Level : Senior Designation : Executive Director, Investment Banking at Wells Fargo
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from David

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will David move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can David take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And David

Personality Compatibility


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