Episode 11 - Go Ahead, Dare me to Create a Treasury LLM with Dave Robertson (CashPath Advisors)
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YouTube YouTube Spotify Spotify Apple Podcasts Apple Podcasts Amazon Music Amazon Music Audible Audible Castbox Castbox Castro Castro Deezer Deezer Goodpods Goodpods iHeartRadio iHeartRadio Pandora Pandora PlayerFM PlayerFM PocketCasts PocketCasts Podcast Addict Podcast Addict Podchaser Podchaser TuneIn TuneIn YouTube YouTube In this episode of the Treasury Whisperer's Talkcast Podcast, host Seth Marlowe interviews Dave Robertson, Managing Director at CashPath Advisors (www.cashpathadvisors.com). They discuss Dave's extensive career in banking and consulting, his experiences at various firms, and the innovative work being done at CashPath Advisors, particularly in the realm of AI and technology in treasury management. The conversation also touches on Dave's community engagement, education, and the importance of adapting to technological changes in the consulting landscape.
Links:
Dave Robertson on LinkedIn: https://www.linkedin.com/in/daverobertson/
Seth Marlowe on LinkedIn: https://www.linkedin.com/in/treasurywhisperer/
The Treasury Whisperer's Talkcast Podcast on LinkedIn:
https://www.linkedin.com/company/treasury-whisperer%E2%80%99s-talkcast-podcast/
The Treasury Whisperer Network on LinkedIn:
https://www.linkedin.com/company/treasurywhisperernetwork/
The Treasury Whisperer's Talkcast Podcast is a production of Treasury Whisperer Studio and Treasury Whisperer LLC © 2025
Any re-broadcast, re-transmission or use of this podcast without the expressed written consent of Treasury Whisperer LLC is strictly prohibited.
Disclaimer: The views and opinions expressed by the host and guests are their own and do not necessarily reflect those of their current or prior employers or affiliated organizations. All content is provided for informational and educational purposes only and should not be construed as financial, investment, legal, or professional advice. While efforts are made to ensure accuracy, no guarantees are made regarding completeness or timeliness.
CashPath Advisors
Dave is the Managing Director at CashPath Advisors, an advisory firm serving both financial institutions and corporates. He brings over 30 years of experience in banking, consulting, and fintech, developing proprietary methodologies in data mining, sales enablement, operating model design, and fee and deposit pricing. A recognized thought leader, he has been a featured speaker at major industry conferences such as SIBOS, NACHA, and AFP. His expertise in banking regulation has also led him to provide testimony before the House Financial Services Committee. Dave's career has included prior stops at: PMC Treasury, Deluxe, Novantas, Treasury Strategies and Harris Bank. He holds a BS in Finance from Indiana and a MA in English Literature from Northwestern.
