Vice President, Product Marketing @ (May 2019 - July 2022)
Marketing Manager, Wealth Solutions Group @ (March 2015 - April 2019)
Vice President, Marketing @ (May 2014 - March 2015)
Assistant Vice President @ (April 2009 - May 2014)
Client Relations Associate @ (December 2005 - April 2009)
Dan Varley Education
Wharton Online
(Leadership and Management Certificate Program)
2022-2022
Bowdoin College
B.A. (English)
2001-2005
Dan Varley Skills
Marketing Strategy
Institutional Sales
Series 63
Copywriting
Event Management
Excellent communication skills
Digital Marketing
Email Marketing
Website Development
Institutional Investments
Manage Client Relationships
series 7
Portfolio Management
Fixed Income
CRM
Strategy
Marketing Communications
Strategic Planning
Public Relations
Dan Varley Summary
Dan Varley, based in New York, NY, US, is currently a Senior VIce President, Technology and Solutions Marketing at CAIS. Dan Varley brings experience from previous roles at BNY Mellon, Neuberger Berman and AllianceBernstein. Dan Varley holds a 2022 - 2022 Wharton Online. With a robust skill set that includes Marketing Strategy, Institutional Sales, Series 63, Copywriting, Event Management and more. Dan Varley has 2 emails and 1 mobile phone numbers on RocketReach.
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