Daniel de Ontanon

HEAD OF CIMA STRATEGIC SOLUTIONS

Daniel has been a financial services executive and leader for the last 25 years with senior roles at top US and international firms.

He started his career in 1995, and worked in the operations departments of Dean Witter Reynolds, Santander Securities and Doral Securities in Puerto Rico. In 1999, he moved to Miami and Joined Morgan Stanley Dean Witter as an International Financial Advisor.

His career in management started in 2002, with UBS International where he was the Sales Manager for the Downtown Miami International Branch. In 2005, he moved back to Puerto Rico to lead sales for Popular Securities. In 2006, he was hired by Citigroup where he served in various leadership roles across sales, products and business management in both the Personal Bank and Private Bank in New York City. In 2018, Daniel joined Insigneo Financial Services as a partner and CEO and grew the business into a $12bn AUM organization. Daniel left Insigneo in 2021, and joined CSS at the end of his Garden Leave.

Daniel co-founded the Surf, Heal and Play Foundation which does probono pediatric medicine and dental work in the region of El Cuco, El Salvador.