Managing Director, Deluxe Financial Services
Dave Robertson applies almost two decades of experience in his role of helping banks and corporations drive revenue, improve efficiency and customer experience through Deluxe Treasury Management Solution’s state-of-the-art technologies. Before joining Deluxe, Robertson was the managing director in the commercial banking practice at Novantas, where he led the commercial banking solutions practice. He played an active role the development of the firm’s proprietary methodologies in deposit engineering, pricing strategies, and new product development.
Prior to Novantas, Robertson developed his expertise through a variety of roles including senior responsibilities in credit, treasury services, risk management, strategic planning and acquisitions, and financial administration at the Bank of Montreal. He also served as editor of the Journal of Corporate Treasury Management, a peer-reviewed quarterly publication designed to advance the corporate treasury profession. He has collaborated with a multitude of industry groups, regulatory agencies, and industry consortiums and testified before congressional sub-committees on financial regulation. Robertson holds a Bachelor of Science in finance from Indiana University Bloomington and a Master of Arts in English literature from Northwestern University.