Daniel Dalton Email & Phone Number

Head of Private Wealth Advisory - Client Solutions @ iCapital

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Daniel Dalton Location

Australia

Daniel Dalton Work

2026 - now Head of Private Wealth Advisory - Client Solutions @ iCapital
2025 - 2025 Consultant @ Investment Trends
2023 - 2024 Head of Platform Sales and Strategic Accounts @ Insignia Financial

2022 - 2023 Head of Specialist Solutions (Insignia) @ Insignia Financial
2016 - 2022 Head of Specialist Solutions (IOOF) @ Insignia Financial
2014 - 2016 National Sales Manager - Investments (IOOF) @ Insignia Financial
2012 - 2014 Key Account Manager @ BT Financial Group
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2010 - 2012 Key Account Manager , NSW and QLD - Licensee Select @ BT Financial Group
2008 - 2010 Practice Development Manager @ BT Financial Group
2006 - 2008 Securitor Sales Consultant @ Asgard Wealth Solutions

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Daniel Dalton Education

Finsia
Graduate Diploma Applied Finance & Investment (Wealth Management)
2001 - 2002
University of Wollongong
BA (Economics / Politics)
1991 - 1994

Daniel Dalton Skills

Business Development
Sales
Superannuation

Wealth Management
Financial Services
Investments
Relationship Management
Wealth
Strategic Financial Planning
Retirement Planning

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Daniel Dalton Summary

Daniel Dalton, based in Australia, is currently a Head of Private Wealth Advisory - Client Solutions at iCapital. Daniel Dalton brings experience from previous roles at Investment Trends and Insignia Financial. Daniel Dalton holds a 2001 - 2002 Graduate Diploma Applied Finance & Investment in Wealth Management @ Finsia. With a robust skill set that includes Business Development, Sales, Superannuation, Wealth Management, Financial Services and more. Daniel Dalton has 1 mobile phone numbers on RocketReach.

Daniel Dalton Phone Numbers

Found 2 phone numbers

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