David Winterstein
Managing Partner / Executive Coach

David has over 30 years of Change Management experience in the financial services industry. In addition to 15+ years leading the Trans-Form LLC consultancy, David has held leadership positions with Fannie Mae, C12 Capital Management, Salomon Brothers, and Thomson McKinnon Securities.


David Winterstein

Business Experience:

  • 30+ years of experience leading organizational change initiatives
  • Strong track record both in successful business start-up and also in achieving ongoing improvement in cost efficiency, organizational effectiveness, operating control and staff capability
  • In addition to over 20 years leading the Trans-Form LLC consultancy; held leadership positions with Fannie Mae, C12 Capital Management, and Salomon Brothers

Coaching Credentials:

  • Certified by the International Coaching Federation (ICF) as an Associate Certified Coach (ACC)
  • Certified Professional with the DISC toolset: Emotional Quotient (EQ), Behavioral Analyst (CPBA) and Motivator Analyst (CPMA)
  • Professional Coach Training completed with Philosophy IB, LLP, Leadership Coaching for Organizational Performance

Coaching Focus Areas:

  • Leadership Coaching for high performing, high potential individuals
  • Blind-spot discovery - performance optimization through self-awareness
  • New role/team assimilation
  • Trusted Advisor to C-Suite
  • Career cross-roads navigation – alignment of work and life aspirations

Organizational Change Initiatives:

  • Organization Effectiveness – Executive Coach and trusted advisor to the C-Suite of Private Equity firm. Focus areas included Leadership acumen, Business Strategy and establishing a Performance oriented culture.
  • Hedge Fund Start-Up/COO - Directed the start-up for $13 billion Investment Management firm including selection of Prime Brokers, Fund Administrator, Payroll/Benefits provider; established corporate banking relationships, negotiated and executed all vendor and employee contracts, instituted Compliance and Ethics Policies
  • Outsourcing – Led the Due Diligence phase for the outsourcing of Operations & Technology roles to the newly formed FIS Derivatives Utility; also SME for contract negotiation and governance design
  • Off/Near-Shoring – Created low-cost capacity and reduced staff concentration risk through the deployment of Operations, Finance and Technology positions. Managed programs from business-case development through implementation.
  • Governance - Led the rebuilding of the governance function for outsourced Operations & Technology relationships with contract values of $1.4 billion
  • Post-Merger Integration –Successfully led teams through all aspects of integration including: due diligence, transition planning, people and process selection, change of control and achievement of synergy targets.

Phone: (609) 947-7600
Email: DWinterstein@trans-form.com