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Daniel Wertheimer Email & Phone Number
Chief Strategy Officer (CSO)
at
When Insurance
1 work email found
@sagenceconsulting.com
5 phones found area 312, 630, and 612
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Chief Strategy Officer (CSO)
Location
Highwood, Illinois, United States
Who is Daniel Wertheimer? Overview
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Quick answer
Daniel Wertheimer is listed as Chief Strategy Officer (CSO) at When Insurance, based in Highwood, Illinois, United States. AeroLeads shows a work email signal at sagenceconsulting.com, phone signal with area code 312, 630, 612, and a matched LinkedIn profile for Daniel Wertheimer.
Daniel Wertheimer previously worked as Head of Payments Innovation at Discover Financial Services and Director, Payment Services Strategy & M&A at Discover Financial Services. Daniel Wertheimer holds Mba, Master Of Business Administration from The University Of Chicago Booth School Of Business.
Company email context
Email format at When Insurance
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{first}.{last}@sagenceconsulting.com
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Profile bio
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.
Listed skills include Strategy, Mergers And Acquisitions, Valuation, Analytics, and 17 others.
Current workplace
Daniel Wertheimer's current company
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10 roles
Daniel Wertheimer work experience
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Chief Strategy Officer (Cso)
Current
Jun 2022 - Present
Head Of Payments Innovation
May 2020 - Jun 2022
Director, Payment Services Strategy & M&A
Nov 2019 - May 2020
Senior Director - Innovation
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.
Jul 2016 - Mar 2019
Principal
- 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.
- 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.
- 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.
- 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.
Nov 2012 - Jul 2016
Investment Banking Associate
- 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..
- 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.
- 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.
Oct 2010 - Dec 2011
Investment Strategist
- 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.
- 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.
Apr 2007 - Sep 2009
Bond Arbitrageur
- 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.
- 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..
- 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.
Sep 2006 - Apr 2007
Proprietary Trader
- 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.
Oct 2003 - Jan 2005
2 education records
Daniel Wertheimer education
Mba, Master Of Business Administration
The University Of Chicago Booth School Of Business
Communications
Northwestern University
FAQ
Frequently asked questions about Daniel Wertheimer
Quick answers generated from the profile data available on this page.
What company does Daniel Wertheimer work for?
Daniel Wertheimer works for When Insurance.
What is Daniel Wertheimer's role at When Insurance?
Daniel Wertheimer is listed as Chief Strategy Officer (CSO) at When Insurance.
What is Daniel Wertheimer's email address?
AeroLeads has found 1 work email signal at @sagenceconsulting.com for Daniel Wertheimer at When Insurance.
What is Daniel Wertheimer's phone number?
AeroLeads has found 5 phone signal(s) with area code 312, 630, 612 for Daniel Wertheimer at When Insurance.
Where is Daniel Wertheimer based?
Daniel Wertheimer is based in Highwood, Illinois, United States while working with When Insurance.
What companies has Daniel Wertheimer worked for?
Daniel Wertheimer has worked for When Insurance, Discover Financial Services, Target, Sagence, and Blackarch Partners.
How can I contact Daniel Wertheimer?
You can use AeroLeads to view verified contact signals for Daniel Wertheimer at When Insurance, including work email, phone, and LinkedIn data when available.
What schools did Daniel Wertheimer attend?
Daniel Wertheimer holds Mba, Master Of Business Administration from The University Of Chicago Booth School Of Business.
What skills is Daniel Wertheimer known for?
Daniel Wertheimer is listed with skills including Strategy, Mergers And Acquisitions, Valuation, Analytics, Management, Portfolio Management, Financial Modeling, and Investments.
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