Dan Mcsi Email & Phone Number
Sales Director @ SS&C Technologies
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Dan Mcsi Location
- United Kingdom
Dan Mcsi Work
- 2025 -now Sales Director @
- 2024 -2025 White Label Partnerships Lead @
- 2021 -2024 Head of Business Development, UK @
- 2019 -2021 Head of Business Development @
- 2015 -2019 Partnerships Director @
- 2014 -2019 Investment sales manager, key accounts @
- 2013 -2015 Sales Manager, Strategic Sales @
- 2012 -2013 Business Development Executive @
- 2010 -2012 Senior Marketing Manager @
- 2007 -2010 Head of UK Client Marketing and Advertising @
Dan Mcsi Education
- CFA
IMC (IMC)
2008-2008 - CII
CFP (CFP)
2006-2007 - Bristol University
French & Drama (French Language and Literature)
1996-1999 - King Edwards VI Stourbridge 1993-1995
- CISI
Private client investment advice and management (Investment advice)
2014 - CII
R02 (RO4, RO6, RO8)
2012 - Malvern College
Academic scholar (R02, RO4, RO6, RO8)
2012
Dan Mcsi Skills
- Asset Managment
- Financial Services
- Mutual Funds
- Marketing Communications
- Digital Marketing
- Portfolio Management
- Marketing Strategy
- Direct Marketing
- Investments
- Relationship Management
- Email Marketing
- Investment Management
- Wealth Management
- Equities
- Integrated Marketing
- Investment Strategies
- Business Development
- Marketing
- Strategy
- Financial Markets
- Fixed Income
- Business Planning
- CRM
- Asset Management
- Pensions
- Derivatives
- Public Speaking
Dan Mcsi Summary
- Dan Mcsi, based in United Kingdom, is currently a Sales Director at SS&C Technologies. Dan Mcsi brings experience from previous roles at Embark Group, Moneyfarm, Wealthify and BNY Mellon. Dan Mcsi holds a 2008 - 2008 IMC in IMC @ CFA. With a robust skill set that includes Asset Managment, Financial Services, Mutual Funds, Marketing Communications, Digital Marketing and more. Dan Mcsi has 2 emails and 1 mobile phone numbers on RocketReach.
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Top SS&C Technologies Employees
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Bill Stone
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Judy Nelson
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Frank Matarese
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James Edmunds
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Justin Meagher
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