Daniel Wertheimer

Daniel Wertheimer Email and Phone Number

Chief Strategy Officer (CSO) @ When Insurance
Highwood, IL, US
Daniel Wertheimer's Location
Highwood, Illinois, United States, United States
About Daniel Wertheimer

Dan Wertheimer is a data-driven executive with more than 20 years of management experience and market analysis. An astute business and market analyst, Dan presents strategic growth, market opportunities and positioning insights to executive teams at the world’s leading institutions. Specializing in managing high-performing teams and investments, he has a history of providing unique insights and leadership that measurably accelerate company growth and achieve market success.Dan was Senior Director of Innovation at Target where he ran Target’s innovation team, responsible for bringing innovation strategies and change execution to the core business. He joined Target in 2016, building the foundational strategy for Target’s digital marketplace, currently a top priority for the company. Dan also developed and led a portfolio of investment opportunities, including: Target’s + Techstars Retail Accelerator, Target’s global enterprise accelerator program, Target’s Incubator, Target’s emerging brand accelerator and the retail accelerator partnership between Target and Metro. Dan consistently cut the cost of running innovation while increasing the productivity and yields of Target’s investments. Dan was recruited to Target from Sagence, a management consulting firm specializing in data management and analytics. During Dan’s four year tenure at Sagence, he advised and led the world’s leading retailers, investment banks, financial services firms and institutional brokers in the acquisition, evaluation, development, and management of their critical data assets. Working to improve Sagence’s clients and core, Dan was consistently deployed to Sagence’s high priority clients while driving improvements to Sagence’s own reporting and operations.

Daniel Wertheimer's Current Company Details
When Insurance

When Insurance

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Chief Strategy Officer (CSO)
Highwood, IL, US
Daniel Wertheimer Work Experience Details
  • When Insurance
    Chief Strategy Officer (Cso)
    When Insurance
    Highwood, Il, Us
  • When Insurance
    Chief Strategy Officer (Cso)
    When Insurance Jun 2022 - Present
    Chicago, Il, Us
  • Discover Financial Services
    Head Of Payments Innovation
    Discover Financial Services May 2020 - Jun 2022
    Riverwoods, Il, Us
  • Discover Financial Services
    Director, Payment Services Strategy & M&A
    Discover Financial Services Nov 2019 - May 2020
    Riverwoods, Il, Us
  • Target
    Senior Director - Innovation
    Target Jul 2016 - Mar 2019
    Minneapolis, Mn, Us
    Driving Innovation – bringing innovation strategies and change execution to the core business and Executive Team.Drove the foundational strategy for Target’s digital marketplace. Regularly presented to the Executive Team. Vetted strategies and analyzed opportunities to establish a new digital go-to-market strategy company-wide.Developed investment pipeline of brand and technology startups via our accelerator programs. Presented opportunities to the Executive Team and received funding to establish a portfolio of investments. Created Target’s global enterprise accelerator program, integrating Bangalore (India) and Minneapolis programs under one business unit. Our corporate accelerator program is one of the strongest in the industry with ~60% continued engagement between Target and selected startups. We work with internal business stakeholders to solve some of their most pressing business problems and capability gaps. By identifying and leveraging best practices, we grew the number of startups coming into our Accelerator 10x within three years.Led Target + Techstars Retail Accelerator. Managed the program for two years and then evolved the accelerator to a consortium model by partnering with German wholesaler Metro AG. Handled all of the strategic planning and contract negotiations. Developed and launched our emerging brand accelerator, Target Takeoff. In year 1, we brought 10 companies to the accelerator program. Normalizing the program in year 2, we completed our second iteration of focusing on emerging companies, with several companies available in stores and on-line. In year 3 we will run several iterations of the accelerator.Formulated an internal incubator program dedicated to enabling Team Members to bring their ideas and new ventures to life.Established pilot program to drive engagement with emerging technologies. Supporting the digital team to engage with external platforms. Several initiatives are in flight.
  • Sagence
    Principal
    Sagence Nov 2012 - Jul 2016
    Chicago, Illinois, Us
    Sagence is a management advisory firm dedicated to helping our clientsoptimize the value of their data assets. From thinking to doing, Sagenceworks with leading institutions in the acquisition, evaluation, development andmanagement of their critical data assets and in the application of analytics todiscover new insights, shorten time-to-value, and drive competitive advantage.• Led product strategy for a digital marketplace for a Fortune 50 retailer. Delivered data-driven strategy based on market and competitor landscapes and identified the largest growth opportunities for client. • Completed robust market and competitor analysis in commerce leading to the launch of substantial new initiatives at the client. Analyzed emerging technologies and peer group company profiles to inform the executive team and board.• Analyzed smart money flows of leading venture capital firms to heat map new market opportunities for client.• Managed a global team (US/Asia/Europe) across several verticals at a leading financial services firm to design and implement an enhanced intraday-risk data monitoring solution in order to meet regulatory requirements and provide more robust credit risk and exposure insight.• Streamlined data account structures in order to normalize procedures across several business lines at one of the world’s leading Investment Banks. Analyzed and challenged existing processes to draft target operating model and propose new client reference data model.• Co-led the implementation and integration of an industry-pioneering risk exposure database at a premier international financial services firm. Worked with Global Operations and the Chief Risk Officer to significantly reduce risk and to extract and normalize data across multiple technology platforms. Designed and implemented a reporting structure that catered to several internal business lines.
  • Blackarch Partners
    Investment Banking Associate
    Blackarch Partners Oct 2010 - Dec 2011
    Charlotte, Nc, Us
    BlackArch Partners is an entrepreneurial middle-market investment bank offering services to a broad range of industry clients. At BlackArch, I led and supervised marketing efforts for clients in different industries. Spearheaded M&A process for multiple clients, from crafting growth projections and drafting offering memoranda through final sale of companies. Analyzed valuation models, forecasting values for prospective clients.• Managed client relationships with owner and CEO of leading distribution company throughout sale process. Met client’s request to create and complete management presentation in very aggressive timeframe. CEO personally commented on the quality, comprehensiveness, and success of the presentation.• Co-led transaction of leading tool and equipment distributor, sale price significantly exceeded expectations.• Identified major strategic and performance issues for engineered materials manufacturer. Benchmarked financial performance against overall industry growth to highlight outperformance.• Formulated detailed, ground-up growth strategy for target markets of engineered materials manufacturer. Identified market potential for existing products and new product initiatives. Prospective buyers commented on strength of growth plans.
  • Kottke Associates
    Investment Strategist
    Kottke Associates Apr 2007 - Sep 2009
    Chicago, Il, Us
    Kottke is a boutique Commodity Trading Advisor (CTA), Futures Brokerage, and Proprietary Trading firm based in Chicago. Recruited by former Manager at Refco. At Kottke, I drove trades in multiple markets and provided strategic investment insights and recommendations using sophisticated data analyses. Mentored new traders and assisted in developing team trading plan.• Monitored foreign exchange markets to execute metals investment strategy resulting in significant gain.• Cultivated client relationship with high net worth investor generating an increase of assets under management by 200%.• Created an investment strategy that exceeded profit quota by 100%.• Integrated analysis of global macroeconomic data with mean reversion investment strategy to yield large returns in the Eurodollar short term interest rate market during FOMC rate decisions.
  • Breakwater Trading
    Bond Arbitrageur
    Breakwater Trading Sep 2006 - Apr 2007
    Chicago, Il, Us
    Breakwater Trading is a pro-active trading organization focused on using technology to rapidly identify opportunities in the market. At Breakwater, I was responsible for initiating and developing investment strategies using innovative technologies.• Increased profits of existing portfolio by 35% using extensive knowledge of standard deviations. Within several months, other traders incorporated this tool into their trading style, achieving improved results. Complimented for fostering investment team cohesiveness.• Formulated basis trading strategy to create a risk reduced duration-neutral bond portfolio. • Analyzed movements in spread ratios along the entire yield curve, generating large profits.
  • Refco
    Proprietary Trader
    Refco Oct 2003 - Jan 2005
    Us
    Refco was one of the world's leading commodities broker. I was hired as one of 15 new traders, given one month of trading support and was the only trader who succeeded.• Recognized by management for producing the most revenue of any new employee in my class. Acknowledged for strong technical skills, work ethic and results – consistently beating the market.• Launched successful Eurodollar short term interest rate trading strategy.• Mentored new traders in the training program.

Daniel Wertheimer Skills

Strategy Mergers And Acquisitions Valuation Analytics Management Portfolio Management Financial Modeling Investments Crm Management Consulting Strategic Planning Entrepreneurship Investment Banking Financial Analysis Investment Strategies Market Analysis Leadership Business Strategy Due Diligence Private Equity Customer Relationship Management

Daniel Wertheimer Education Details

  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Master Of Business Administration
  • Northwestern University
    Northwestern University
    Communications

Frequently Asked Questions about Daniel Wertheimer

What company does Daniel Wertheimer work for?

Daniel Wertheimer works for When Insurance

What is Daniel Wertheimer's role at the current company?

Daniel Wertheimer's current role is Chief Strategy Officer (CSO).

What is Daniel Wertheimer's email address?

Daniel Wertheimer's email address is dw****@****ail.com

What is Daniel Wertheimer's direct phone number?

Daniel Wertheimer's direct phone number is +131259*****

What schools did Daniel Wertheimer attend?

Daniel Wertheimer attended The University Of Chicago Booth School Of Business, Northwestern University.

What skills is Daniel Wertheimer known for?

Daniel Wertheimer has skills like Strategy, Mergers And Acquisitions, Valuation, Analytics, Management, Portfolio Management, Financial Modeling, Investments, Crm, Management Consulting, Strategic Planning, Entrepreneurship.

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