D.A. Davidson & Co.
Orit Weinstein has a diverse and extensive work experience in the legal field. Orit currently holds the position of SVP, Associate General Counsel at D.A. Davidson Companies, where they have been working since October 2022. Prior to that, they served as VP, Associate General Counsel at the same company from January 2021 to December 2022.
Before joining D.A. Davidson Companies, Orit worked at TIAA from September 2014 to November 2020 as a Director, Associate General Counsel. Their role involved providing legal counsel for TIAA's retail financial services business, with a focus on brokerage and advisory products and services.
From June 2010 to August 2014, Orit worked at the Financial Industry Regulatory Authority (FINRA) as an Attorney. During their tenure, they provided interpretations and analysis of complex broker-dealer issues under FINRA rules, federal securities laws, and SEC rules and regulations. Orit also conducted regulatory reviews of broker-dealer membership applications.
Orit also gained experience as a Legal Consultant at Goldman Sachs from October 2009 to June 2010, where they examined the organization and its affiliated entities for compliance with Federal Reserve Bank regulations, specifically assessing liquidity and counterparty risk in derivatives transactions.
Additionally, Orit worked as a Legal Analyst at Bloomberg Law from June 2009 to May 2010 and as an Associate at Sullivan & Cromwell LLP from September 2005 to May 2009.
Overall, Orit Weinstein's work experience showcases their legal expertise and ability to provide counsel on a wide range of topics in the financial industry.
Orit Weinstein's education history begins with their high school diploma, obtained from Port Richmond High School between the years 1995 and 1998. Orit then pursued higher education at Pace University - Lubin School of Business, where they obtained a B.B.A. in Finance and Economics from 1998 to 2002. Following that, they attended New York Law School from 2002 to 2005, graduating with a J.D. degree in Law.
In terms of additional certifications, Orit Weinstein obtained the Bar of the State of New York from the New York State Courts in April 2006. Orit later obtained the Bar of the State of Colorado from the Colorado Supreme Court in July 2021, further expanding their legal qualifications.
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D.A. Davidson & Co.
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D.A. Davidson & Co. is a boutique investment banking firm that offers financial advisory and brokerage services.