Dan Wernick
About Dan Wernick
Dan Wernick is an Investment Banking Associate in Mergers & Acquisitions at Jefferies, with previous roles at PlacePass and Cambridge Associates.
Current Position at Jefferies
Dan Wernick is currently working as an Investment Banking Associate, specializing in Mergers & Acquisitions at Jefferies. He joined the firm in 2021 and operates out of New York, United States. In his role, he focuses on advising clients on transaction structuring, valuation, and strategic considerations within the mergers and acquisitions space.
Previous Role at PlacePass
Prior to his current role, Dan Wernick served as the Director of Finance & Operations at PlacePass, spanning from 2018 to 2020. He was also a core member of the executive team during his tenure in the Greater Boston Area. His contributions included overseeing the financial operations, implementing strategies to enhance financial performance, and supporting the company's overall operational framework.
Experience at Cambridge Associates
Dan Wernick accumulated significant experience at Cambridge Associates, a global investment firm. He held multiple roles there from 2013 to 2017, including Senior Investment Associate, Associate Investment Director, and Manager of the Investment Associate Group. His responsibilities included providing investment consulting services, managing client portfolios, and leading a team of investment associates.
Educational Background
Dan Wernick holds a Master of Business Administration (MBA) from Harvard Business School, with a focus on investment banking and finance. He also earned a Bachelor of Arts (BA) in Economics and Government from Connecticut College. His academic background provides a strong foundation for his career in finance and investment banking.