Daniel Dalton Email & Phone Number
Head of Private Wealth Advisory - Client Solutions @ iCapital
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Daniel Dalton Location
- Australia
Daniel Dalton Work
- Head of Private Wealth Advisory - Client Solutions @ (April 2026 - Present)
- Consultant @ (April 2025 - August 2025)
- Head of Platform Sales and Strategic Accounts @ (August 2023 - December 2024)
- Head of Specialist Solutions (Insignia) @ (February 2022 - August 2023)
- Head of Specialist Solutions (IOOF) @ (July 2016 - February 2022)
- National Sales Manager - Investments (IOOF) @ (December 2014 - July 2016)
- Key Account Manager @ (May 2012 - August 2014)
- Key Account Manager , NSW and QLD - Licensee Select @ (September 2010 - April 2012)
- Practice Development Manager @ (September 2008 - September 2010)
- Securitor Sales Consultant @ Asgard Wealth Solutions (September 2006 - September 2008)
- Business Develpment Manager @ Asgard Wealth Solutions (July 2002 - September 2006)
Daniel Dalton Education
- Finsia
Graduate Diploma Applied Finance & Investment (Wealth Management)
2001-2002 - University of Wollongong
BA (Economics / Politics)
1991-1994
Daniel Dalton Skills
- Asset Allocation
- Asset Management
- Banking
- Business Analysis
- Business Development
- Business Planning
- Business Relationship Management
- Business Strategy
- Change Management
- Coaching & Mentoring
- Communication
- Credit
- Equities
- Estate Planning
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Planners
- Financial Planning
- Financial Risk
- Financial Services
- Income Protection
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Management
- Mutual Funds
- New Business Development
- Pensions
- Portfolio Management
- Relationship Management
- Retirement
- Retirement Planning
- Risk Management
- Sales
- Sales Management
- Sales Processes
- Sales Strategy
- Stakeholder Management
- Strategic Financial Planning
- Strategy
- Superannuation
- Wealth
- Wealth Management
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 Asset Allocation, Asset Management, Banking, Business Analysis, Business Development and more. Daniel Dalton has 1 emails and 1 mobile phone numbers on RocketReach.
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