SITUASYS offers advisory to institutions worldwide, from start-ups to global enterprises, as well as public bodies.
The founder of SITUASYS offers his clients experience in a wide variety of disciplines, including data science, marketing and sales. By combining his broad experience with deep, specialized knowledge in finance, law and compliance, Simon uncovers new insights and convention-challenging perspectives on complex situations and negotiations.
He led negotiations and crafted bespoke agreements with market-leading corporations, like Goldman Sachs, Morgan Stanley and Citigroup.
Simon Weinstein started his career in investment banking, where he published data for IPOs and equity analysis targeting institutional and retail investors. A distress call from a luxury goods company led him to consumer goods marketing, consumer finance and business partnerships. He enabled a sales turnaround within an industry challenged by profound consumer behavior shifts.
At a global law firm, Simon advised financial institutions and multinational corporations on how compliance with European banking and financial markets regulation can be leveraged to add value to their services and the bottom line. He offered disclosure strategies for investment products and performed due diligences for global M&A transactions.
At an asset management group listed at the Frankfurt Stock Exchange, Simon served as General Counsel and Compliance Officer of its retail distribution business. He led regulatory compliance of investment advice and brokerage services throughout the entire product lifecycle, including compliance with European investor protection regulation MiFID. He was also responsible for crisis management with regard to funds and investors during the 2008 market meltdown.
As Senior Legal Counsel of a specialist bank financing infrastructure projects and municipalities across Europe, Simon advised its CEO and executive board on transactions and operations of the treasury, portfolio and risk management units. In addition, he led contract negotiations with global banks on derivatives and structured finance.
In the SaaS industry, Simon covered both marketing and sales: He led the market penetration into DACH markets for pricing and business intelligence software serving large sellers on Amazon, by localizing marketing activities, executing the entire sales cycle and initiating product adaptations for DACH markets.
At a SaaS provider extending ERPs through an omnichannel B2B sales platform, Simon launched the company’s 1st channel partner marketing program and led marketing activities in DACH and French-speaking markets. At a SaaS provider of risk management for banks, Simon led global marketing, including event marketing, and regional sales in DACH markets.
A major Israeli Microsoft Azure partner, specialized in cloud-based solutions, entrusted Simon with establishing its German subsidiary. After remarkable success, first in Israel and then the U.S., Microsoft had invited the Israeli company to enter the German market. The company's CEO selected SITUASYS to establish its German subsidiary, including finding a location for its Berlin office. A few weeks later, the company was established and its office located a few steps from Microsoft's Berlin event space and Brandenburg gate. In addition, the company benefits today from the services by an Israeli-born accountant in Germany, who understands both German and Israeli corporate culture. The German accountant too was recommended by Simon.
At the Austrian Ministry of Health, Simon worked on regulatory initiatives for pharmaceuticals, pharmacies and healthcare professions launched during Austria's presidency of the European Union.
At the General Court of the European Union, Simon led and won a 7-year-long trademark litigation against Europe's leading commercial radio broadcaster.
Simon holds a degree in law from his hometown University of Vienna. He went on to graduate from Columbia Law School, where he received a master of laws degree with distinction and was designated a Harlan Fiske Stone Scholar.
At Columbia, he specialized in pharmaceutical regulation. His master degree research essay, entitled "Drug importation into the U.S.: prescription against high drug prices in the U.S.?", examined the effects of a prescription drug importation program on U.S. drug prices and consumer savings as well as its repercussions for Europe.
Simon also completed an Executive Data Science Specialization from Johns Hopkins University for leading data science projects, including how to manage data analysis and data science teams.
Simon speaks English, German, French and Hebrew.