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Dan Wertheimer

Founder

Founder & CSO at When

Highwood, Illinois, United States

FoundedWhen

About

Dan Wertheimer is Co-Founder and Chief Strategy Officer at When Insurance, with over 20 years of experience in management and market analysis. He previously served as Senior Director of Innovation at Target, which he joined in 2016, where he led the innovation team, developed the foundational strategy for Target's digital marketplace, and oversaw a portfolio of investment programs including the Target + Techstars Retail Accelerator and Target's Incubator. Before Target, he spent four years at the management consulting firm Sagence, advising retailers, investment banks, financial services firms, and institutional brokers on data management and analytics.

Founder & CSO at When

Intro paths

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In turn, Dan can intro founders to When's investors below.

Co-founders at When

AHAndy Hamilton
Andy HamiltonFounder & CEO

Experience

  1. When InsuranceChief Strategy Officer (CSO)current2022 β€” presentGreater Chicago Area
  2. Discover Financial ServicesHead of Payments Innovation2020 β€” 2022
  3. Discover Financial ServicesDirector, Payment Services Strategy & M&A2019 β€” 2020Greater Chicago Area
  4. TargetSenior Director - Innovation2016 β€” 2019
  5. SagencePrincipal2012 β€” 2016Greater Chicago Area
  6. BlackArch PartnersInvestment Banking Associate2010 β€” 2011Charlotte, North Carolina
  7. Kottke AssociatesInvestment Strategist2007 β€” 2009Chicago, Illinois
  8. Breakwater TradingBond Arbitrageur2006 β€” 2007Chicago, Illinois
  9. RefcoProprietary Trader2003 β€” 2005Chicago, Illinois

Skills & more

Strategy33CRM6Analytics15Valuation23Management15Mergers & Acquisitions25Entrepreneurship4Portfolio Management13Investment Strategies3Market Analysis3Financial Modeling10Leadership3
+9 moreInvestmentsInvestment BankingDue DiligenceFinancial AnalysisManagement ConsultingPrivate EquityStrategic PlanningBusiness StrategyCustomer Relationship Management (CRM)

From Dan's professional profile.

Frequently asked questions

Who is Dan Wertheimer?
Dan Wertheimer is Co-Founder and Chief Strategy Officer at When Insurance, with over 20 years of experience in management and market analysis. He previously served as Senior Director of Innovation at Target, which he joined in 2016, where he led the innovation team, developed the foundational strategy for Target's digital marketplace, and oversaw a portfolio of investment programs including the Target + Techstars Retail Accelerator and Target's Incubator. Before Target, he spent four years at the management consulting firm Sagence, advising retailers, investment banks, financial services firms, and institutional brokers on data management and analytics.
Where does Dan Wertheimer work?
Dan Wertheimer is Founder & CSO of When.
What companies did Dan Wertheimer found?
Dan Wertheimer founded When.
Where did Dan Wertheimer go to school?
Dan Wertheimer studied at The University of Chicago Booth School of Business (MBA, Master of Business Administration); Northwestern University (Communications).

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