Dan Laszlo is Chief Financial Officer of Millennium Trust, a leading provider of specialized custodian banking services for financial institutions. In his role as CFO, Dan is responsible for financial management, reporting, and analysis for the firm. He also oversees the company's finance and facilities management. With a demonstrated history of working in the financial technology and financial services industries, Dan has acquired extensive skills in investment banking, private equity, and mergers & acquisitions. Prior to joining Millennium Trust, he held investment banking and private equity roles at William Blair, Goldman Sachs, and GTCR, where he collectively spent over a decade focused on M&A and capital markets transactions across the financial services and financial technology sectors.
2011 - 2016
2006 - 2009
Dan also previously held the FINRA Series 7, 63 and 73 securities licenses.