Daniel leads the execution of Palm Tree’s Financial Modeling and Post-Close Transition and Business Transformation services and manages the teams to ensure quality and timeliness of client deliverables.
He joined Palm Tree in 2017 and has over 10 years of experience providing strategic advisory services to public and private companies within telecommunications, media, technology and healthcare IT across a broad range of transactions.
Prior to Palm Tree, he worked in various investment banking and corporate development positions where he participated in over $2 billion of M&A buy-side, sell-side and capital raising transactions. He was previously a Vice President at Stifel and Rutberg & Company, a Director within Kronos’ corporate strategy and corporate development group and an Associate at Cowen and Company. He began his career as an Analyst at Donaldson Lufkin & Jenrette (Acquired by Credit Suisse) and graduated magna cum laude from the University of Pennsylvania with a bachelor’s degree in Biomedical Engineering and a minor in Mathematics and holds an MBA from New York University’s Stern School of Business. On his time off, he enjoys spending time with his family and competitive sailboat racing!