Dan Ciavarella Email & Phone Number
Chief Revenue Officer @ BetaNXT
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Dan Ciavarella Location
- New York, NY, US
Dan Ciavarella Work
- Chief Revenue Officer @ (September 2022 - Present)
- Managing Director, Head of Wealth Management Sales @ (February 2022 - September 2022)
- Head of Sales - Wealth, Americas at Refinitiv, an LSEG business @ (February 2021 - February 2022)
- Head of Sales - Wealth, Americas @ (July 2020 - February 2022)
- Head of Market Development - Wealth, Americas @ (July 2019 - July 2020)
- Head of Business Development and Marketing @ (February 2018 - July 2019)
Dan Ciavarella Education
- 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
- 401k
- Alternative Investments
- Asset Allocation
- Asset Managment
- Banking
- Bloomberg
- Bonds
- Business Analysis
- Estate Planning
- FINRA
- Finance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Planners
- Financial Services
- Fixed Annuities
- Fixed Income
- Hedge Funds
- IRAs
- Insurance
- Investment Advisory
- Investment Management
- Investments
- Life & Health Insurance Licenses
- Life Insurance
- Long Term Care Insurance
- Long-term Care
- Managerial Finance
- Managing Accounts
- Mutual Funds
- New Business Development
- Options
- Pensions
- Portfolio Management
- Portfolio Optimization
- Profit Sharing
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Risk Management
- Sales Management
- Securities
- Series 24
- Series 63
- Series 7
- Strategic Financial Planning
- Strategic Planning
- Wealth Management
- Wealth Management Services
- Long Term Care
- Customer Service
- Sales
- Microsoft Excel
- Marketing Strategy
- Life and Health Insurance Licenses
- Project Management
- Management
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 @ The Wharton School. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Asset Managment, Banking and more. Dan Ciavarella has 3 emails and 1 mobile phone numbers on RocketReach.
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Dan Ciavarella
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