Daniel Heller

Chief Financial Officer,
Lamb Insurance Services

Contact Details

Lamb Insurance Services


Entrepreneurial, extremely analytical, technology savvy MBA with strong track record of developing and implementing versatile, highly functional models and solutions for solving complex business problems and driving unsurpassed improvements in growth, efficiency, and profitability. Focused business leader who excels at identifying, analyzing, originating, and executing large-scale transactions. Avid networker with an established base of more than 20,000 deal flow contacts, cultivated through 10+ years of experience in private equity, investment banking, and Columbia Business School.

Specialties: Deal Flow Sourcing & Management, Portfolio Company Management, Financial Analysis & Modeling, M&A Due Diligence, Negotiations & Deal Structuring, Team Building & Leadership, Performance Management, Strategic Planning & Execution, ROI Maximization Strategies, Profit Margin Optimization, Turnaround Management, Operations Startup & Growth, Executive Consultation & Advice, Private Equity Financing, Automated Process Design