Semi Retired
Current
Jul 2024 - Present
AeroLeads people directory · profile
Daniel Menzer Email & Phone Number
Semi Retired
at
OPTIS Partners, LLC
2 work emails found
@optisins.com
3 phones found area 630 and 312
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Semi Retired
Location
West Chicago, Illinois, United States
Company size
Who is Daniel Menzer? Overview
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Quick answer
Daniel Menzer is listed as Semi Retired at OPTIS Partners, LLC, a company with 3 employees, based in West Chicago, Illinois, United States. AeroLeads shows a work email signal at optisins.com, phone signal with area code 630, 312, and a matched LinkedIn profile for Daniel Menzer.
Daniel Menzer previously worked as Partner at Optis Partners, Llc and Senior Consultant at Optis Partners, Llc. Daniel Menzer holds Mba, Finance from University Of Connecticut.
Company email context
Email format at OPTIS Partners, LLC
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{last}@optisins.com
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AeroLeads found 2 current-domain work email signals for Daniel Menzer. Compare company email patterns before reaching out.
Profile bio
About Daniel Menzer
Senior-level financial consultant/advisor with significant experience with insurance agency buy- and sell-side transactions, succession planning, fair market valuations and other financial management consulting engagements. Have performed more than 50 buy-side due diligence financial reviews, participated in more than 25 sell-side transactions and over 100 agency valuations since joining OPTIS Partners in 2008.Previous financial services experiences include controller and CFO-level functions for large insurance brokers in operations, strategic planning and budgeting and system conversion/implementation. Have also been involved in all phases of insurance brokerage mergers and acquisitions and internal audit under Sarbanes-Oxley. Significant experience in brokerage, consulting and insurance company financial operations with strong analytical and problem-solving skills.Specialties: Budgeting/Financial Planning, Mergers & Acquisition reviews/due diligence
Listed skills include Finance, Due Diligence, Mergers, Mergers And Acquisitions, and 20 others.
Current workplace
Daniel Menzer's current company
Company context helps verify the profile and gives searchers a useful next step.
Optis Partners, Llc
8 roles · 38 years
Daniel Menzer work experience
A career timeline built from the work history available for this profile.
Partner
Senior Consultant
OPTIS Partners, LLC is a small financial consulting firm specializing in the independent insurance agency field, primarily within the property-casualty side. We provide company valuation services, assist with ownership perpetuation/transfer analysis, buy/sell representation and due diligence and other various types of financial management consulting.
Jul 2008 - Jun 2012
Div Cfo/Reg'L Controller/Senior Audit Mgr
Several leadership roles in business unit/regional/divisional accounting and financial reporting positions as well as experience in Internal Audit. Accomplishments include coordination of system conversions, Budgets and Strategic Planning, development of Sarbanes-Oxley process for domestic brokerage operations.
Aug 1996 - Jan 2008
Consultant
Marsh/Berry & Co.
Financial consultant performing fair market valuations, ownership perpetuation analysis and merger/acquisition reviews and due diligence analysis.
Jan 1995 - Jun 1996
Controller
1988 - 1994
~6 yrs
Senior Accountant/Controller-Adapt
The Hartford Insurance Group
Senior accountant working in the Statutory Financial Reporting unit for their P&C insurance companies. Controller of ADAPT Inc., a joint venture with 16 insurance brokers to provide an ownership perpetuation alternative to independent insurance agents across the country.
May 1983 - Aug 1988
Audit Senior
Auditor with primary emphasis on insurance organizations, including Aetna Life & Casualty and Middlesex Mutual Insurance Company.
Jan 1980 - May 1983
2 education records
Daniel Menzer education
Mba, Finance
Bachelor Of Science
FAQ
Frequently asked questions about Daniel Menzer
Quick answers generated from the profile data available on this page.
What company does Daniel Menzer work for?
Daniel Menzer works for OPTIS Partners, LLC.
What is Daniel Menzer's role at OPTIS Partners, LLC?
Daniel Menzer is listed as Semi Retired at OPTIS Partners, LLC.
What is Daniel Menzer's email address?
AeroLeads has found 2 work email signals at @optisins.com for Daniel Menzer at OPTIS Partners, LLC.
What is Daniel Menzer's phone number?
AeroLeads has found 3 phone signal(s) with area code 630, 312 for Daniel Menzer at OPTIS Partners, LLC.
Where is Daniel Menzer based?
Daniel Menzer is based in West Chicago, Illinois, United States while working with OPTIS Partners, LLC.
What companies has Daniel Menzer worked for?
Daniel Menzer has worked for Optis Partners, Llc, Arthur J. Gallagher & Co., Marsh/Berry & Co., The Lawrence Group, and The Hartford Insurance Group.
Who are Daniel Menzer's colleagues at OPTIS Partners, LLC?
Daniel Menzer's colleagues at OPTIS Partners, LLC include Timothy J. Cunningham and Steven Germundson.
How can I contact Daniel Menzer?
You can use AeroLeads to view verified contact signals for Daniel Menzer at OPTIS Partners, LLC, including work email, phone, and LinkedIn data when available.
What schools did Daniel Menzer attend?
Daniel Menzer holds Mba, Finance from University Of Connecticut.
What skills is Daniel Menzer known for?
Daniel Menzer is listed with skills including Finance, Due Diligence, Mergers, Mergers And Acquisitions, Financial Reporting, Management Consulting, Auditing, and Accounting.
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