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David Vicini

David Vicini

Officer

Followers of David Vicini14000 followers
location of David ViciniBoise Metropolitan Area

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  • Timeline

  • About me

    President and COO

  • Education

    • University of Phoenix

      2001 - 2003
      Masters Business Administration

    • Arizona State University

      1994 - 1999
      Bachelor of Science Computer Science

  • Experience

    • US Army

      Nov 1994 - Nov 2004
      Officer

    • Multiple start up companies

      Jan 1995 - Jan 2005
      Management Consultant

      Strategic advisor to an array of early-stage ventures, driving growth and operational excellence across sectors including technology, digital platforms, consumer goods, automotive, and both B2C/B2B verticals.

    • Fort Point Partners

      Jul 2000 - Nov 2001
      Senior Associate

      Orchestrated the seamless integration of a leading Professional Services Automation solution, spearheaded vendor partnership dynamics, and collaborated closely with general counsel to optimize and review new sales proposal strategies.

    • Trecini Winery

      Jan 2005 - Oct 2023
      Partner and Co-Founder

      "Damn good wines " located in the heart of the Russian River in Sonoma County. Gold medal Sauvignon Blanc, Merlot, Zinfandel and Pinot Noir wines from the Russian River and Rockpile appellations. Visit us at www.trecini.com.

    • Smartlink Systems, Inc.

      Jan 2005 - Oct 2010
      Chief Financial Officer

      Leading vending solutions provider with a presence across multiple states, pioneering next-generation, energy-efficient vending technologies that optimize spatial utilization and ensure superior hygiene and safety standards in dispensing.

    • Bastion Ventures LLC

      Sept 2005 - now
      President

      Fintech, lending platforms, games, future of food, and real estate

    • Jade Tree International, LLC

      Jan 2013 - Jan 2015
      Co-Founder

      Specialized advisory firm offering bespoke financial architecture, cross-border transaction facilitation, strategic negotiation, and growth-oriented business development solutions tailored for global high-net-worth and ultra-high-net-worth investors seeking opportunities in the U.S. landscape.

    • Aaron Capital, Inc.

      Jan 2015 - Aug 2016
      Managing Director

      Investment Bank and Registered Broker Dealer, member of FINRA/SIPC. Core Focus: Real Estate, Technology, Biomedical, and Clean Technologies. FINRA licensed 63, 79.

    • Five 9 Securities, LLC

      Jan 2017 - Aug 2018
      Managing Director

      Investment Bank and Registered Broker Dealer member of FINRA/SIPC. FINRA Series 7, 79, 82, 24 and 63 Core focus: Real Estate, Technology, Biomedical, Clean Technology, Food and Beverage, and Consumer Goods.

    • Pinnacle Capital Group

      Aug 2018 - now

      Pinnacle Capital Securities, member FINRA/SIPC, is part of a larger multi-financial services complex of Broker Dealers and Wealth Management. Core focuses include Managing Broker Dealer services, and investments in Real Estate, Tech, Blockchain, Food & Beverage, and niche areas. FINRA Series 7, 79, 82, 24 and 63. COO and Managing Director of Real Estate and Technology.

      • Chief Investment Officer

        Jul 2022 - now

      • Chief Operating Officer and Managing Director

        Aug 2018 - Jul 2022

    • Marin Sonoma Impact Ventures

      Jan 2021 - now
      Executive Network Member

    • Stealth Startup

      Apr 2021 - Oct 2023
      Chief Financial Officer/Chief Operating Officer

      International operational holding company formed to leverage the opportunities arising in this era of tech-driven media transformation, acquiring platforms and applications developed from our global sources of deal flow and IP.

    • SHRAPNEL

      Sept 2021 - Oct 2023
      Advisor - CFO

    • Sentinel Stone Financial

      Nov 2023 - now
      President and COO

      Sentinel Stone is a veteran-owned merchant banking firm, focused on providing real estate and business finance solutions tailored for the lower market. Our expertise spans lending for real estate and business endeavors, complemented by our strategic role in originating SBA loans and multifamily agency loans with competitive rates. We pride ourselves on leveraging our deep industry knowledge to connect clients with the most advantageous financing options. At the heart of our operations is a commitment to integrity and precision, ensuring each client receives customized, strategic financial guidance. Reach out at dvicini@sentinel-stone.com or online at www.sentinel-stone.com. Show less

  • Licenses & Certifications

    • California Real Estate Broker License

      California Bureau of Real Estate
      Oct 2005

    • Series 82 - Private Securities Offerings Representative

      Financial Industry Regulatory Authority (FINRA)

    • CM&AA Certified Mergers and Acquisitions Advisor

      Alliance of M&A Advisors

    • Series 79 - Investment Banking Representative

      Financial Industry Regulatory Authority (FINRA)

    • Certified Anti-Money Laundering Specialist (CAMLS)

      ACAMS
      Jun 2023

    • Series 63 - Uniform Securities Agent State Law

      Financial Industry Regulatory Authority (FINRA)

    • Series 7 - General Securities Representative

      Financial Industry Regulatory Authority (FINRA)

    • Series 24 - General Securities Principal

      FINRA (Financial Industry Regulatory Authority)

    • Advanced Certificate in Blockchain and Digital Assets | Financial Advisor Track

      Digital Assets Council of Financial Professionals
      Aug 2023

    • Certified AML Fintech Compliance Associate

      ACAMS
      Sept 2022

  • Volunteer Experience

    • Board Member

      Issued by Sonoma County Council on Aging on May 2010
      Sonoma County Council on AgingAssociated with David Vicini

    • Board Member

      Issued by Memorial Hospital Foundation on May 2013
      Memorial Hospital FoundationAssociated with David Vicini