Daniel Wertheimer

Daniel Wertheimer has a diverse work experience spanning several industries. Daniel is currently serving as the Chief Strategy Officer (CSO) at When Insurance since June 2022. Prior to this, they worked at Discover Financial Services, where they held various roles such as Head of Payments Innovation from May 2020 to June 2022, and Director of Payment Services Strategy & M&A from November 2019 to May 2020.

Before joining Discover Financial Services, Daniel worked at Target as the Senior Director of Innovation from July 2016 to March 2019. In this role, they played a crucial role in driving innovation strategies and change execution within the company, including spearheading the foundational strategy for Target's digital marketplace.

Daniel also has experience as the Principal at Sagence, a management advisory firm, from November 2012 to July 2016. During this time, they led the product strategy for a digital marketplace for a Fortune 50 retailer.

Prior to Sagence, Daniel worked as an Investment Banking Associate at BlackArch Partners from October 2010 to December 2011. Daniel'sresponsibilities included leading and supervising marketing efforts for clients in different industries and spearheading the M&A process for multiple clients.

Daniel's career also includes roles as an Investment Strategist at Kottke Associates from April 2007 to September 2009, where they provided strategic investment insights and recommendations using sophisticated data analyses. Additionally, they worked as a Bond Arbitrageur at Breakwater Trading from September 2006 to April 2007, where they were responsible for developing investment strategies.

Daniel's early career involved working as a Proprietary Trader at Refco from October 2003 to January 2005. Daniel was recognized for their high revenue production during their tenure at Refco.

Overall, Daniel Wertheimer has gained significant expertise in strategy, innovation, investment banking, and trading throughout their career.

Daniel Wertheimer earned their Master of Business Administration (MBA) degree from The University of Chicago Booth School of Business from 2008 to 2010. Prior to that, they pursued a field of study in Communications at Northwestern University from 2005 to 2007.