Daniel Robertson is a seasoned financial services leader with over a decade of experience in driving strategic transformation and value creation across Investment Banking, M&A, and Asset Management. They have led complex, high-stakes initiatives, including multi-billion dollar mergers and regulatory program implementations, while specializing in governance frameworks and stakeholder alignment. Previously, Daniel served as a Junior Wealth Manager at ISM Solutions and worked in Sales & Trading at Newedge before excelling as an Interest Rate Derivatives Broker at TP ICAP. Following roles at Deloitte as a Senior Consultant and then Manager, Daniel continues to operate as a Senior Manager and Management Consultant. They hold a Bachelor's degree in Economics from Siena College.
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