S3 Partners
Daniel Weinstein has extensive work experience in the financial technology industry. Daniel started their career in 1999 at Royal Bank of Canada, where they worked in derivatives sales and trading for over a decade. In 2010, they joined Bank of Montreal as a consultant before moving on to S3 Partners in 2011. At S3 Partners, they are currently the Managing Director - Head Counterparty Risk Services. S3 Partners is a financial technology company that specializes in providing technology and data solutions for investment processes, risk management, counterparty relationships, and investor relations.
Daniel Weinstein completed their Bachelor of Business Administration (BBA) degree in Accounting at Siena College from 1996 to 1998. Daniel then pursued further education and obtained their Master of Business Administration (MBA) degree in Finance from NYU Stern School of Business between 2003 and 2006.
S3 Partners
A cornerstone principle of their business has been never to repurpose data. They will never pursue supplementary income streams that could harm their clients. They work in an industry that is rife with competition and demands discretion of the positions held in their care. It is in their DNA to be mindful of the risk of harnessing information.They actively avoid conflicts in management, ownership, personal trading, and product development. They carefully govern all of their actions to ensure compliance with each rule that may apply, and to handle the portfolios of their clients with the utmost care.