Daniel Romito Email & Phone Number

Houston, Texas, US

As a staunch advocate for the hydrocarbon industries, Dan and his team’s work centers on helping capital-intensive businesses efficiently navigate the ever-evolving capital markets and global regulatory landscape. Over the last ten years, he has advised several hundred private companies, public issuers, and asset managers on optimizing the delicate balance.

I will sit on PRAGMA's Advocacy Committee. PRAGMA supports realistic, long-term energy strategies that promote capital discipline, innovation, pragmatic decarbonization, and sector advocacy. As a committee member, I will remain focused on contributing objective, data-driven thought leadership and analysis that outlines an actionable blueprint for.

Marquette's Sustainability Lab is a cross-disciplinary project that aims to research and disseminate knowledge and foster and develop managers in the areas of practical sustainability and stewardship practices increasingly demanded across industries globally.

Milwaukee, WI, US

I will be teaching Sustainable Finance & ESG Strategic Implementation at the graduate and executive level for Marquette University. Marquette has the longest tenured sustainable finance program in the United States and continues to build out their ESG-related capabilities and focus.

The Energy ESG Council is dedicated to promoting research and education related to environmental, social, and governance criteria in the oil and gas industry. My focus is to provide education and guidance on the various ESG-focused data providers, frameworks and investor perspectives material to strategic messaging.

Lake Forest, Illinois, US

Assigned to teaching Non-Finance Executives the mechanics and general framework of valuation, discounted cash flow analysis, scenario analysis, shareholder analytics and general finance strategy.

New York, NY, US

Dan Romito runs point on business development and product strategy for Nasdaq’s Corporate Advisory business. During his tenure at Nasdaq, he has developed several key technology solutions and services under the Advisory repertoire. Most notably, he has helped launch and commercialize Nasdaq’s investor behavioral analytics platform, the ESG Advisory.

New York, NY, US

Oversee and manage the entire product line life-cycle from strategic planning to tactical activities for Nasdaq Advisory's Strategic Capital Intelligence Team, ESG & Index Consulting, Global Investor Targeting deliverables, Activist Vulnerability product suite, Capital Deployment Analyses and Insight360 Analytics Platform.Assigned with revenue/margin.

Kenosha, WI, US

The objective of my class is to provide my students with a fundamental understanding of the uses and applications of financial analysis and capital budgeting within the framework of net present value, internal rate of return, cash flows, enterprise value, and weighted average cost of capital. Coursework emphasizes the importance of critical thinking skills.

• Create/implement strategy behind securing project’s respective capital raise. Primary focus is to raise equity for real estate developments through the syndication of tax credits and issuance of tax-exempt bonds.
• Devise the project’s overall financial feasibility analysis, including optimizing respective development budget, operating budget, cash flow performance and cumulative pro forma
• Create, implement and manage development’s respective financing strategy from project inception through closing
• Underwrite and structure deal according to yield/financing mandates of respective investor
• Responsible for project’s respective market/demographic analysis, valuation model, and cash-flow structuring
• Oversee deal progression & syndication process, including acting as the central communication contact of project

• Contracted to create valuation models for zero coupon mid-term notes utilizing distressed assets as underlying collateral.
• Responsible for the probability analysis and financial modeling associated with products’ underlying collateral
• Developed and integrated analytical models centered on Monte Carlo Simulation, NPV, IRR and ROI evaluation
• Oversaw the securitization due diligence associated with the brokering of senior life settlement pools
• Created, implemented and managed the processes & strategy required to bring final product to market

Houston, TX, US

• Contracted to work as financial advisor for Chicago Public Schools 403(b) account
• Solely responsible for the management/advisory services of 995 accounts/$36.6 million in 403(b) funding
• Recommend portfolio allocation strategies based on individual household risk tolerance interviews/assessments
• Create in-depth individual financial plans, which include household income statement and balance sheet breakdown along with short/long term strategies for growth/debt management
• Constant in-depth analysis of funds available within the CPS 403(b) plan, including cash flow breakdown, economic forecasts and 403(b) legislation
• Initiate cross selling strategies to include rollovers, annuities, estate planning, life insurance and retirement planning

New York, New York, US

• Responsible for interpreting financial data affecting Real Estate Investment Trusts along with maintaining fundamental research coverage on REITs within the Health Care, Multifamily & Retail sectors.
• Created and modified financial models highlighting yield, security pricing and forecasts
• Constructed detailed discounted cash flow financial models and weekly commentary for publication
• Maintained constant communication with company management in order to properly create feasible market and company forecasts
• Interviewed management to assist in determining/analyze potential growth for respective covered companies
• Responsible for financial statement analysis in order to analyze covered company’s economic decisions

• Oversaw the daily operations of an Insurance & Financial Services Agency that was started with zero accounts. Sold economic interest in company with 780 accounts for 2.75x’s initial investment.
• Developed, measured and modified the Agency’s business plan and processes
• Continual feasibility analysis of agency campaigns, i.e. marketing, cross selling, employee performance, compliance and retention strategies – all analysis focused almost entirely to performance
• Responsible for agency budgeting, financial reporting to outside investors and accounting management
• Managed staff of three, including licensed sales producer and financial specialist

Bachelor Of Arts, Liberal Arts

M.B.A., Finance

Level Iii Candidate

Education record