Daniel Schlesser Jr.

Dan serves as Strategic Projects Manager at LaSalle St., where he focuses on strengthening the firm’s operational infrastructure and supporting the growth of the financial advisors the organization serves. In this role, Dan works across departments to identify opportunities for improvement, drive meaningful change, and ensure that LaSalle St. continues to deliver the level of service and stability its network depends on.

Dan brings a strong foundation in financial services to his work at LaSalle St. Prior to joining the firm, he served as Director of the Service Transformation Team at a managing general underwriter, leading operational and service initiatives in a complex, regulated environment. Before that, he built his career in financial services consulting, with work spanning distribution strategy, process improvement, and technology implementations.

Dan holds a Bachelor of Science in Finance from the Farmer School of Business at Miami University.