David Werner
About David Werner
David Werner serves as the Director of Sales at Forge Data, a position he has held since 2022. He has a diverse background in sales and business development, having worked at notable firms such as FactSet, CreditSights, and Fitch Solutions.
Current Role at Forge Data
David Werner serves as the Director of Sales at Forge Data, a position he has held since 2022. In this role, he is responsible for leading sales initiatives and strategies within the organization. His focus is on driving revenue growth and expanding Forge Data's market presence in the Greater New York City Area.
Previous Experience in Sales and Business Development
Before joining Forge Data, David held several positions in sales and business development. He worked at CreditSights as Head of Business Development for Global Banks from 2019 to 2021. He also served in a similar capacity for US Asset Managers and US Wealth Managers in 2022. Prior to that, he was a Global Account Manager at Fitch Solutions from 2017 to 2019, where he managed key client relationships.
Early Career and Internships
David began his career with various internships that provided foundational experience in finance and strategy. He interned at Pershing, a BNY Mellon company, in 2013, focusing on business planning and strategy. In 2014, he worked at INTECH Investment Management LLC as a Product Management and Business Intelligence Intern. These roles contributed to his understanding of the financial services industry.
Educational Background
David earned his Bachelor of Business Administration (BBA) in International Finance and Marketing from the University of Miami, where he studied from 2010 to 2014. His education provided him with a solid foundation in finance and marketing principles, which he has applied throughout his career. He also attended Newark Academy from 2006 to 2010.
Career Progression at FactSet
David's career at FactSet included multiple roles that enhanced his expertise in client relations and consulting. He served as a Senior Consultant from 2016 to 2017 and as an Account Executive focused on Americas Hedge Funds for a brief period in 2017. Additionally, he held a Consultant position from 2015 to 2016, where he contributed to client engagement and support.