Keltic Financial Appoints Credit Team SVP/Senior Underwriter
Keltic Financial Services announced the appointment of David M. Weinstein to its Credit Team as senior vice president and senior underwriter.
Weinstein joins Keltic with more than 25 years of experience. He was most recently the founder and principal of Lakeside Advisors where he functioned as a corporate finance specialist with expertise in the development and implementation of business and strategic plans; financial analysis and modeling of strategic and operational assessments, financial reporting, restructuring, mergers, acquisitions and divestitures, due diligence, balance sheet recapitalizations, refinancing, debtor-in-possession, and post confirmation financing. His experience also includes the financing and advising of publicly and privately held national and multinational companies ranging from $5 million to $2 billion in revenues across virtually all industry segments.
Prior to forming Lakeside Advisors, Weinstein was a principal in the national management consulting firm of Morris Anderson & Associates, where he was responsible for the firm’s corporate finance advisory practice. Previously, he was a senior vice president and national managing director of bankruptcy and restructuring for Congress Financial Corporation, a senior manager in the Corporate Financial Consulting Services practice at Arthur Andersen and a vice president of the New York office of The CIT Group/Business Credit where he co-founded the financial restructuring group.
On behalf of Keltic Financial, Jamie Franz, EVP and National Marketing Director, said “David’s corporate finance expertise and credit acumen will be a significant asset to Keltic; we feel fortunate to have such a seasoned individual join us. His ability to both underwrite and structure sound financial transactions will complement our existing team as we grow our portfolio.”