David J. Birenbaum is a retired, highly accomplished senior executive and entrepreneur with a comprehensive background spanning energy management, financial services, and large-scale real estate development.
Executive Leadership and Energy Sector
Prior to his retirement in 2018, David served as Senior Vice President for Glacial Energy, Negawatt Business Solutions, and Agera Energy. In this role, he drove corporate development and managed up to 100 business development managers and agents across 11 states, successfully securing contracts for 450 million KWH and 13 million Therms.
Real Estate Development and Asset Management
Throughout his career, David founded and led multiple successful development ventures. As the Co-Founder and Director of SRBI Development, Inc., he managed student housing acquisitions and executed complex 1031 property swaps into Delaware Statutory Trusts. Previously, as President and CEO of The Vertical Group, Inc., he built a $5 million sale-leaseback portfolio in under 18 months by providing institutional clients with an all-in-one investment, development, and construction solution. His foundational development work also includes serving as Co-Founder and CEO of Vista Holdings, Inc., which managed over 3,000 properties nationwide, and launching RDB Development, Inc. to build residential projects in the Florida Keys.
Financial Services and Banking
In the financial sector, David served as Managing Director of the Commercial Division at Community First Bank Loan Services, where he built the division from the ground up, negotiated agreements with major global hedge funds, and oversaw 120 loan officers across 25 branches. He also held regional leadership roles at Bay Capital Corp. and PCG/1st Vanguard Mortgage Company, specializing in loan structuring and underwriting. Earlier in his career, he founded RDB Financial, Inc., structuring over $100 million in complex financial transactions with major U.S. financial institutions.
Legacy Wealth Legal, PLLC
David’s role as Managing Director of Legacy Wealth Legal, PLLC will be to apply his 30+ year’s experience as a senior executive and entrepreneur to oversee the operations of the firm, insure State Bar compliance, client management and quality control and financial reporting.
Education and Credentials
David holds both a Bachelor of Science and a Bachelor of Arts in Finance and Banking from Georgetown University. Reflecting his multidisciplinary expertise, he holds professional licenses as a Mortgage Broker, Real Estate Broker, Insurance Agent, and General Contractor with a specialized sub-license in roofing.