Daniel Berger is the Senior Vice President and Head of Tax Insurance at Lockton. He focuses on protecting clients from tax risks associated with tax credit investments, M&A transactions and other situations. Daniel and his team of former tax attorneys craft bespoke insurance solutions for the most complex, critical and high-stakes tax risks.
Before joining Lockton, Daniel led tax insurance underwriting for AIG in North America. He previously worked as a Tax Director at Brookfield Asset Management and as an Associate at Moelis & Company, both in New York. Daniel began his tax career as an attorney at Proskauer Rose, where he advised on various transactional tax matters.
Daniel graduated magna cum laude with a Bachelor of Arts from New York University. He also has a J.D. from the University of Pennsylvania Carey Law School and a Certificate of Study in Business Economics and Public Policy from The Wharton School. He received his LL.M. in taxation from New York University School of Law.