David Riley Email & Phone Number

Vice President Relationship Management @ BetaNXT

View David's Email & Phone Number

5 free lookup(s). No credit card required.

If you need more lookups, subscriptions start at $34 USD/month.

David Riley Location

Franklin Lakes, NJ, US

David Riley Work

2025 -now Vice President Relationship Management @
2016 -now Vice President Client Success Management @
2013 -2015 Vice President @
2011 -2013 Vice President - Mutual Fund Compliance Manager @
2010 -2011 Vice President - Sr Account Services Manager @
2004 -2010 Vice President - Mutual Fund Services @
1996 -2004 Assistant Vice President @

David Riley Education

Montclair State University
MBA
2004-2007
Rutgers University–Newark
Bachelor of Science (BS) (Business, Management, Marketing, and Related Support Services)
1990-1995

David Riley Skills

FinTech
Software as a Service (SaaS)
SaaS Sales
Enterprise Software
Account Management
Sales
Customer Relationship Management (CRM)
Customer Retention
Client Relations
Mutual Funds
Financial Services
Trading
Series 7
Equities
Fixed Income
Securities
Asset Management
Hedge Funds
Alternative Investments
Investments
Financial Risk
FINRA
Investment Strategies
Asset Allocation
Financial Analysis
Series 63
Portfolio Management
Process Improvement
Wealth Management
Relationship Management
Management
Business Analysis
Financial Advisory
Banking
Project Management
Risk Management
Asset Managment
Financial Modeling
Bloomberg
ETFs
Business Process Improvement
Team Building
SEC
Expenses
Fee
Procedural
Finance
Structure
Intermediary
Proxy
SAN
Business Administration
Savings
Operations Training
Singapore
Legal
Third Party
Revenue
Science
Funding
Steering
Investment Management
Committees
Loan Servicing
Electronic Trading
GAP
Liaising
Profit
Philadelphia
Customer Satisfaction
System
Business Services
Institutional Investments
Strategy
Offshore
External Clients
Luxembourg
Shareholder
Research
Task Force
Analysis
Cut
Jersey
Instrumental
Coordination
Business Development
Communication
Negotiation
Client Services
Series 6
European Union
Lead a Team
Strategic Planning
Est
Operations
Marketing
Service Quality
Liquidity
Critical Thinking
Contractual Agreements
Dst
Paper
Staffing Models
Responsibility
Internal Audit
Attrition
Art
Executive Management
Trust
Reviews
Reduce Costs
Administering
Compliance
Business Knowledge
Addressing
Acm
Parties
Back Office
Budgets
Business Strategy
Due Diligence
Risk
Problem Solving
Trailer
Third Party Vendors
Evaluation
Automation
Gaps
Dealers

David Riley Summary

David Riley, based in Franklin Lakes, NJ, US, is currently a Vice President Relationship Management at BetaNXT. David Riley brings experience from previous roles at Delta Data, Morgan Stanley and Legg Mason. David Riley holds a 2004 - 2007 MBA @ Montclair State University. With a robust skill set that includes FinTech, Software as a Service (SaaS), SaaS Sales, Enterprise Software, Account Management and more. David Riley has 4 emails and 1 mobile phone numbers on RocketReach.