Dave Robertson

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.