Personal Information
Organization / Workplace
Greater Los Angeles Area United States
Occupation
EVP, Head of Product Strategy and Marketing — Fintech Executive | Marketing Technologist | Thought Leader
Industry
Finance / Banking / Insurance
About
As EVP, Head of Product Strategy and Marketing, Dan Ciavarella oversees 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 industry.
With more than 15 years of experience in financial services, Dan has broad experience and a track record of success in both large global and small entrepreneurial wealth management businesses. He is a proven leader and proficient in building, developing and empowering teams to achieve objectives.
Dan utilizes his investment expertise, product strategy and digital marketing experience to support all areas of advisory busine...
Contact Details
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