Danielle Montesano | business Finance

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Danielle Montesano joined Kroll in 2018. She is Managing Director within the Corporate Finance practice and ESOP/ERISA Advisory Services. Danielle has over 20 years of experience in corporate acquisition and sale transactions involving the restructuring, valuation and financing of public and private securities. She has deep experience in ERISA, corporate structuring, tax, legal, regulatory and finance, with functional concentrations in employer securities, ESOPs, corporate board governance administration and executive compensation.

Danielle began her career practicing tax and benefits law and has developed expertise in ERISA fiduciary issues associated with the structuring, implementation and governance of employee stock ownership plans in a variety of verticals.

Danielle holds a JD from Loyola University Chicago School of Law. She previously chaired the Legislative and Regulatory Committee of the ESOP Association and is a member of the Advisory Board of Employee Owned S‐Corporations of America. She is a frequent speaker and is nationally recognized for her expertise. She is a Registered Representative with the Financial Industry Regulatory Authority (FINRA) and holds FINRA Series 63 and 79 licenses.

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