Dan Ciavarella Email & Phone Number
Chief Revenue Officer @ BetaNXT
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Dan Ciavarella Location
- New York, NY, US
Dan Ciavarella Work
- 2022 -now Chief Revenue Officer @
- 2022 -2022 Managing Director, Head of Wealth Management Sales @
- 2021 -2022 Head of Sales - Wealth, Americas at Refinitiv, an LSEG business @
- 2020 -2022 Head of Sales - Wealth, Americas @
- 2019 -2020 Head of Market Development - Wealth, Americas @
- 2018 -2019 Head of Business Development and Marketing @
- 2016 -2018 EVP, Head of Product Strategy and Marketing @
- 2014 -2016 VP of Wealth Management Marketing @
- 2009 -2014 Regional Director @ 1st Global
- 2005 -2009 Regional Vice President @
- 2005 -2007 Senior Sales Representative, Inside Sales @
- 2001 -2005 Financial Advisor @
Dan Ciavarella Education
- University of Pennsylvania - The Wharton School
CIMA (Finance and Financial Management Services)
2010-2010 - Drucker School of Management
MBA (Strategy and Finance)
2000-2002 - Pitzer College
B.A. (Economics)
1997-2001
Dan Ciavarella Skills
- Financial Planners
- Portfolio Management
- IRAs
- Insurance
- Business Analysis
- Portfolio Optimization
- Long Term Care
- Financial Advisory
- Investment Advisory
- Fixed Annuities
- Financial Services
- Hedge Funds
- Wealth Management Services
- Bloomberg
- 401k
- New Business Development
- Pensions
- Profit Sharing
- Series 63
- Retirement Planning
- Strategic Planning
- Investment Management
- Customer Service
- Strategic Financial Planning
- Retirement
- Investments
- Banking
- Managing Accounts
- Fixed Income
- Bonds
- Life Insurance
- Risk Management
- Securities
- Sales
- Finance
- Mutual Funds
- Series 7
- Options
- Microsoft Excel
- FINRA
- Managerial Finance
- Asset Managment
- Asset Allocation
- Marketing Strategy
- Life and Health Insurance Licenses
- Wealth Management
- Series 24
- Project Management
- Retirement Plan Consulting
- Financial Modeling
- Sales Management
- Financial Analysis
- Long Term Care Insurance
- Alternative Investments
- Management
- Estate Planning
Dan Ciavarella Summary
- Dan Ciavarella, based in New York, NY, US, is currently a Chief Revenue Officer at BetaNXT. Dan Ciavarella brings experience from previous roles at Broadridge, London Stock Exchange Group (LSEG) and Refinitiv. Dan Ciavarella holds a 2010 - 2010 CIMA in Finance and Financial Management Services @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Financial Planners, Portfolio Management, IRAs, Insurance, Business Analysis and more. Dan Ciavarella has 2 emails and 1 mobile phone numbers on RocketReach.
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