Our Team


Our Team

Tate Wimberley

Investment Banking Consultant, Xnergy Financial LLC

Tate is a consulting professional at Xnergy Financial. He is responsible for identifying emerging growth companies in need of capital solutions. He specializes in solutions for small, middle market, and large companies that primarily seek to gain access to new capital both equity and debt, sell their existing business, or acquire another business for strategic reasons. In addition, Tate is adept at political, economic, social, technological, cultural and language requirements for doing business both domestically and globally to additionally service cross border transactions and the needs of clients with an international footprint.

Tate completed his Master of Business Administration at Universität Pompeu Fabra in Barcelona, Spain. During his studies for the MBA he completed the summer certificate program at IHEID (The Graduate Institute) in Geneva, Switzerland on the WTO and legal and economic ramifications of global trade. Tate completed a Master of Science in Finance from Florida International University with honors. Tate earned his undergraduate degrees from UNC Chapel Hill in International Studies and Philology (Spanish). He was also a graduate of the Carolina Business Institute of the Kenan Flagler Business School and became fluent in Spanish after completing the Advanced Program in Language and Culture in Sevilla, Spain with UNC. He was a member of Sigma Delta Pi - the National Spanish Honors Society. Within the multidisciplinary Global Studies program his focus was on Political Economy and Spain & the Spanish Speaking World. Tate has also completed significant coursework in International Economics from Florida Atlantic University.

Tate has completed volunteer, community work, and contributions with the following organizations: FIBA / IFA / Empowered Youth of Miami / Special Olympics of South Florida / UNICEF – Miami Advocacy Lead / Global Ties Miami / United States Institute of Peace / AS-COA / VFW of South Beach / United Nations World Food Prog. / Halo Trust / COMTO / MIMSI