Daniel Robertson

Daniel Robertson is a seasoned financial services leader with over a decade of experience in strategic transformation and value creation within Investment Banking, M&A, and Asset Management. They have held various roles, including Junior Wealth Manager at ISM Solutions and Interest Rate Derivatives Broker at TP ICAP, before advancing to positions such as Senior Consultant and Manager at Deloitte, where they currently serve as a Senior Manager. A graduate of Siena College with a Bachelor's degree in Economics, Daniel specializes in leading high-stakes initiatives, designing governance frameworks, and driving operational efficiency in complex, global environments.