Dan Magnetta Email & Phone Number
Vice President | Team Lead, Structured Investments and Conc. Equity Solutions | Central @ Barnabas Capital, LLC
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Dan Magnetta Location
- Chicago, IL, US
Dan Magnetta Work
- Vice President | Team Lead, Structured Investments and Conc. Equity Solutions | Central @ (September 2023 - Present)
- Investment Committee Member @ Stone Island Financial Planning (October 2021 - July 2023)
- Client Portfolio Manager @ (October 2021 - July 2023)
- Vice President Structured Investments @ (March 2019 - October 2021)
- Internal Wholesaler | ETFs and SMAs @ (September 2016 - March 2019)
- Inside Sales Associate @ (September 2014 - August 2016)
- Financial Service Specialist @ Regions Financial Corporation (February 2014 - July 2014)
- Graduate Teaching Assistant @ (August 2012 - May 2014)
Dan Magnetta Education
- Illinois State University
Master of Arts (ABT) (History)
2012-2014 - Illinois State University
Bachelor of Arts (B.A.) (History)
2009-2012 - Augustana College
Transferred to ISU
2008-2009 - Yale School of Management
Executive Education | Investment Management Theory & Practice | CIMA (R) Certification
2018
Dan Magnetta Skills
- Series 7
- Series 63
- Sales
- Research
- Microsoft Office
- Public Speaking
- PowerPoint
- Microsoft Word
- Microsoft Excel
- Lotus Notes
- Social Media
- Customer Service
- Editing
- Teamwork
- Teaching
- English
- Leadership
- History
- Time Management
- Public Relations
- Community Outreach
- Face to Face Sales
- Warm Calling
- Investments
- Real Estate
- Finance
- Business Development
- Commercial Real Estate
Dan Magnetta Summary
- Dan Magnetta, based in Chicago, IL, US, is currently a Vice President | Team Lead, Structured Investments and Conc. Equity Solutions | Central at Barnabas Capital, LLC. Dan Magnetta brings experience from previous roles at Stone Island Financial Planning, Raintree Capital Management and First Trust. Dan Magnetta holds a 2012 - 2014 Master of Arts (ABT) in History @ Illinois State University. With a robust skill set that includes Series 7, Series 63, Sales, Research, Microsoft Office and more. Dan Magnetta has 2 emails and 1 mobile phone numbers on RocketReach.
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