Dan Ciavarella is a high-level expert, working in Refinitiv as a Market Development Director, Wealth - Americas since 2019. This person gained professional experience in more than eight positions at different companies. Dan Ciavarella went to the The Wharton School and got education from 2010 to 2010. San Diego, California is the city, where the professional was lastly known to be situated. This person's email address and phone are accessed through Connexy on demand.
Name variants:
Daniel Ciavarella
Contact Information
Last Update
Jul 11, 2022
Email
da**@gmail.com
Location
San Diego, CA
Company
Refinitiv
Workplace
Market Development Director, Wealth - Americas
Work History
Market Development Director, Wealth - Americas
Responsible for identifying, defining and driving growth of the Refinitiv Wealth business across North and South America. Partnering with regional leadership teams and sales enablement funct...
from Jul 2019
Head of Business Development and Marketing
365 west Passaic St, Rochelle Park, NJ 07662
Sooryen Technologies is a global commerce digital design and development firm serving some of the largest eCommerce and financial services companies including 1800 Flowers, Tapestry, Berkshi...
from Feb 2018
Evp, Head of Product Strategy and Marketing
1 Harmon Plz, Secaucus, NJ 07094
Lead the design, development and delivery of FolioDynamix products, while also leading the marketing efforts to position the firm as a thought leader and innovator in the wealth management i...
Oct 2016 — Feb 2018
Vice President of Wealth Management Marketing
200 north Pacific Coast Hwy, El Segundo, CA
Reporting to CMO, hired to work directly with EVP of Wealth Management to develop and execute product strategy across nine unique firms and over 20 business units. Responsible for all adviso...
Nov 2014 — Oct 2016
Regional Director
12750 Merit Dr SUITE 1200, Dallas, TX 75251
Responsible for $800M in annual gross contributions and $3.5B in advisory platform assets across 250 Firms in 25 states. Increased the adoption, utility and growth of the firms managed accou...
Nov 2009 — Oct 2014
Regional Vice President
6620 west Broad Street Rd, Richmond, VA 23233
Led marketing and sales strategy execution for undeveloped Southwest region driving advisor acquisition, growth and retention for managed account solutions. Specialized in targeting both mul...
Jul 2005 — Oct 2009
Senior Sales Representative, Inside Sales
6620 west Broad Street Rd, Richmond, VA 23233
Recruited to partner with two external wholesalers and develop, implement and execute a business plan and sales strategy to achieve production goals. Developed and executed marketing strateg...
Jul 2005 — May 2007
Financial Advisor
1585 Broadway, New York, NY 10003
Recruited to develop and maintain advisory-based relationships with high net worth individuals in the Southern California area. Designed and implemented marketing plan to identify key opport...
May 2001 — Jul 2005
Education
Occupations
Executive
Development Director
Accountant
Finance and Accounting Specialist
Founder
Chief Executive Officer
HR Manager
Accounting Bookkeeper
Bookkeeper
Founding Member
Chief Executive
Corporate Executive
Skills
Wealth Management
Series 7
Retirement Planning
Investments
Mutual Funds
Securities
Series 63
Financial Services
Asset Allocation
Financial Advisory
Fixed Annuities
Strategic Planning
Portfolio Management
Investment Advisory
Finance
Retirement
Insurance
Alternative Investments
401K
Life Insurance
Series 24
Strategic Financial Planning
Investment Management
Risk Management
Options
Managing Accounts
Pensions
Fixed Income
Long Term Care
Profit Sharing
Iras
Bonds
Financial Planners
Long Term Care Insurance
Hedge Funds
Asset Managment
Bloomberg
Estate Planning
Portfolio Optimization
Financial Analysis
Financial Modeling
New Business Development
Business Analysis
Life and Health Insurance Licenses
Wealth Management Services
Finra
Sales Management
Retirement Plan Consulting
Managerial Finance
Banking
FAQs about Dan Ciavarella
What's the profession of Dan Ciavarella?
This professional's job is Head of Sales
What are the main profession of The professional?
These person's professions are Executive and Development Director
Where is Dan Ciavarella located?
Dan is located in San Diego, California.
Does Dan have the email address?
da**@gmail.com is The professional's email address.
How many companies did Dan Ciavarella work at?
The professional worked at eight jobs.
What education does Dan Ciavarella have?
Dan studied at the Wharton School from 2010 to 2010.
Are there any industries Dan Ciavarella is connected to?
This person works in Financial Services industry.
What are the skills of Dan Ciavarella?
Dan has skills in the following areas: Wealth Management, Series 7, Retirement Planning, Investments, Mutual Funds, Securities, Series 63, Financial Services, Asset Allocation, and Financial Advisory.