David Barta: Email & Phone Number

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Financial Planner at Nectarine|Minneapolis, Minnesota, United States

Position:

Financial Planner at Nectarine

Location:

Minneapolis, Minnesota, United States

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Last updated: 2026-06-14

Updated: 2026-06-14

Found email addresses for David Barta:

Business emails:

b***a@mpe-inc.com,

d*********a@dimensional.com,

d*********a@wpafb.af.mil

Personal emails:

d*********a@gmail.com,

b******7@umn.edu,

x**********l@yahoo.com

Found phone for David Barta:

+1-***-***-5652

A different David Barta?

Work Experience 22 years

Financial Planner at Nectarine

Mar 2026 - Current

Strategic Advisor at Xylo AI

Feb 2026 - Current

Co-Founder and COO/CFO at Xylo AI

Jun 2023 - Jan 2026

Senior Advisor - Product at Origin

Jan 2022 - Aug 2023

Head - Planner Operations at Origin

Jul 2021 - Dec 2021

Lead - Financial Planner at Origin

Jan 2020 - Jun 2021

Manager - Business Development at EarnIn

Nov 2018 - Dec 2019

Associate - Investment Management at PAAMCO Prisma

Aug 2016 - Nov 2018

Intern - Portfolio Management at Dimensional Fund Advisors

Jun 2015 - Sep 2015

Associate - Research and Development at Vanguard

Feb 2013 - Aug 2014

Senior Analyst - Customer Service Planning and Analysis at US Airways (now American Airlines)

Aug 2011 - Jan 2013

Analyst - Resource Planning at Delta Air Lines

Jun 2008 - Jul 2011

Teaching Assistant - Mathematics Department at University of Minnesota

Aug 2006 - May 2008

Intern - Software Engineering at Thomson Reuters

May 2006 - Aug 2006

Analyst - Cancer Research Labs at University of Minnesota

Sep 2004 - May 2006

David Barta started working in 2004, then the employee has changed 10 companies and 14 jobs. On average, David Barta works for one company for 1 year 4 months.

Their professional focus is Analysis, Analytical Skills, and Business Analysis across 3 core areas.

David holds CFA and Certified Financial Planner (CFP) certifications.

Education

MBA at UCLA Anderson School of Management

BS Honors, Summa Cum Laude at University of Minnesota

International Baccalaureate (IB) Diploma at Robbinsdale Cooper Senior High School

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