Daniel Wertheimer Email & Phone Number
Chief Strategy Officer (CSO) @ When Insurance
5 free lookup(s).
Daniel Wertheimer Location
- Highwood, IL, US
Daniel Wertheimer Work
- 2022 -now Chief Strategy Officer (CSO) @
- 2020 -2022 Head of Payments Innovation @
- 2019 -2020 Director, Payment Services Strategy and M and A @
- 2016 -2019 Senior Director - Innovation @
- 2012 -2016 Principal @
- 2010 -2011 Investment Banking Associate @
- 2007 -2009 Investment Strategist @
- 2006 -2007 Bond Arbitrageur @
- 2003 -2005 Proprietary Trader @
Daniel Wertheimer Education
- The University of Chicago - Booth School of Business
MBA (Master of Business Administration)
2008-2010 - Northwestern University
(Communications)
2005-2007
Daniel Wertheimer Skills
- Strategy
- CRM
- Analytics
- Valuation
- Management
- Mergers & Acquisitions
- Entrepreneurship
- Portfolio Management
- Investment Strategies
- Market Analysis
- Financial Modeling
- Leadership
- Investments
- Investment Banking
- Due Diligence
- Financial Analysis
- Management Consulting
- Private Equity
- Strategic Planning
- Business Strategy
- Customer Relationship Management (CRM)
- Derivatives
- Trading
- Mergers and Acquisitions
- Finance
- Microsoft Excel
- Foreign Exchange
- Exercising
- Highland Park
- Financial Forecasting
- Cycling
- Crafts
- Hockey
- Roadshows
- Multinational
- Sales Operations
- Analysis
- Offering
- Strategic Partners
- Hedging
- Charlotte
- Shareholder
- Portfolio
- Chicago
- Values
- Series 63
- Correlation Analysis
- Producing
- Risk
- Golf
- Materials
- Indications
- Benchmarking
- Metrics
- Profit Maximization
- Deviations
- Co Authored
- Revenue
- Communication
- Business Intelligence Development Studio
- Forecasting
- Presentations
- High Performance Computing
- Distribution
- Sports
- Sales
- Capital
- Networking
- Project
- Net
- Community
- Automotive Aftermarket
- Fundamental Analysis
- Commodities
- Commodity Markets
- Metals
- Drafting
- Rate
- Profit
- Customer Relationship Management Crm
- Short
- Ratios
- Spread
- Marketing
- Financial Sponsors
- Business Administration
- Project Management
- EBITDA
- Supply
- Dynamics
- Accounting
- Training
- Corporations
- Technical Analysis
- Conceptual Modeling
- Midas
- Cash Flow Forecasting
- Financial Transactions
- Financial Performance
- FINRA
- Performance Metrics
- Performance Issues
- Transaction Experience
- Market
- Traders
- High Growth
- Strategist
- International
- Customer Relationship Management
Daniel Wertheimer Summary
- Daniel Wertheimer, based in Highwood, IL, US, is currently a Chief Strategy Officer (CSO) at When Insurance. Daniel Wertheimer brings experience from previous roles at Discover Financial Services, Target and Sagence. Daniel Wertheimer holds a 2008 - 2010 MBA in Master of Business Administration @ The University of Chicago - Booth School of Business. With a robust skill set that includes Strategy, CRM, Analytics, Valuation, Management and more. Daniel Wertheimer has 2 emails and 1 mobile phone numbers on RocketReach.
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