Aaron Dillon Email & Phone Number

New York, Ny

New York, Ny, Us

AG Dillon & Co is a venture capital asset manager for wealth management firms; RIAs, IBDs, and regional BDs.

New York, Ny, Us

Aaron is an equity owner in Krane Funds Advisors. In Sep 2017, China International Capital Corp (CICC) purchased 50.1% equity owner of the firm. More on CICC's US business here = http://www.cicc.com/portal/about/newyork_en.xhtml

New York, Ny, Us

Dillon was a managing director at KraneShares. KraneShares offers China-focused ETFs listed on the NYSE, Nasdaq. He was a member of the executive management team. Dillon was responsible for key account business development in the United States, all China sales and was the head of product development. He was with the company since its inception.• Developed concept, launched and grew a $300m in asset ETF company in 2 years.• KraneShares was the 2013 New ETF Issuer of the Year by ETF.com its first year of operation.• Entered into strategic relationships with two Mainland China asset managers providing KraneShares with China government approval to access China’s onshore capital markets;E Fund Management (www.efunds.com.cn) 2nd largest asset manager in Mainland China with $100b in client assets and Bosera Asset Management (www.bosera.com) 5th largest with $50b in client assets• Launched the 1st onshore China fixed income ETF in the United States requiring China central bank and securities regulator approval• Developed marketing program generating 200+ financial advisor leads for sales organization on a weekly basis improving call/meeting acceptance rate and sales close rates• Managed all aspects of KraneShares business partners with no material product issues since the company’s inception; Fund admin/accounting, Distributor, Custodian and transfer agent, Index provider, Stock exchanges• Developed and successfully launched five exchange traded fund investment strategies; SEC exemptive relief, Index development, Prospectus / SAI development and registration with SEC, Trust board of directors approval, Stock exchange approval, China securities regulator and banking regulator approval, Fund seeding

San Francisco, California, Us

Galileo, a wholly owned subsidiary of SoFi, is a bank technology company offering banking-as-a-service solutions. Galileo empowers non-bank institutions to offer checking and savings accounts and payment solutions through their existing mobile apps and desktop websites.Features include but are not limited to; 100% white-labelled, consumer or business, checking acct, savings acct, debit card, direct deposit, ACH, bill pay, wires, mobile check deposit, peer-to-peer (Venmo, Zelle, Cash App). Custody may be at a bank or broker-dealer.Sample clients include = Chime, Robinhood, SoFi, Dave, MoneyLion, Interactive Brokers, Aspiration, Monzo, Transferwise, 10 state governments, 80+ other fintechs

London, England, Gb

Dillon was the managing director of FTSE Russell's wealth management division. The wealth management division's goal is to drive asset growth in products tracking FTSE Russell indexes via index separately managed accounts, ETFs, passive mutual funds, index annuities, market linked CDs and structured products. As of 2018, FTSE Russell had $1.25 trillion in US-domiciled ETF, passive mutual fund and index separately managed account assets through its asset management partners; BlackRock/iShares, Vanguard, SSGA, Invesco/PowerShares, JPMorgan, DB and others. There are 160+ US-listed ETFs that track FTSE Russell quantitative strategies (as of Dec 2018).FTSE Russell's US wealth management business includes;-- Wirehouse; MStanley, MLynch, UBS, WFargo-- Private Banks-- RIA-- Regional BD-- Independent BD-- Self-directed

New York, Ny, Us

Omaha, Ne, Us

Dillon was responsible for the mutual fund and ETF platforms ($160B in assets) that spanned the firm’s retail and registered investment advisor (“RIA”) businesses. He was responsible for manager due diligence and onboarding, MF/ETF sales and marketing, inventory management, asset manager revenue sharing and RIA MF/ETF relationship management.-- Increased retail and RIA mutual fund platform gross sales from $27B to $46B in 2 years; a 70% increase-- Managed, and grew, retail and RIA mutual fund and ETF platform from $117B in assets to $160B in assets in 2 years; a 36% increase-- Chaired TD Ameritrade’s mutual fund manager due diligence committee to select the top 180 mutual funds for TD Ameritrade’s Mutual Fund Premier List; the Premier List generated 33% of TD Ameritrade’s annual retail mutual fund sales-- Developed and implemented TD Ameritrade’s ETF Commission-free List in both the retail and RIA channels including fund due diligence on the 101 ETFs selected for the List; the Commission-free List is a driving force of net new assets for TD Ameritrade RIA division-- Developed and implemented the TD Ameritrade Premium Advisor Resources program (“PAR”) an asset manager partners program to provide value add resources to RIAs on TD Ameritrade’s platform; PAR included the top 25 asset managers by assets on TD Ameritrade’s platform and provided practice management, capital market insights and asset allocation and portfolio construction education for RIAs-- Consultation to mutual fund and ETF asset management firms on RIA distribution strategies to enhance wholesaler productivity, efficiency and increase the asset manager’s gross sales in the RIA channel-- Represented TD Ameritrade at the SIFMA Mutual Fund Roundtable and SIFMA ETF Roundtable; select committee of individuals running mutual fund and ETF platforms across wirehouse, RIA custody and independent broker-dealer firms gathered to discuss regulatory, sales/marketing, product and operational challenges

New York, Ny, Us

Dillon was responsible for investment product administration for Morgan Stanley Wealth Management’s Investment Product team. The Investment Product team had $500B+ in assets across mutual funds, ETFs, offshore funds, 529 Plans, annuities and insurance products. Dillon participated in the development of Morgan Stanley’s advisory platforms and – specifically – the integration of third party managed products into the platforms (i.e. open architecture). He was also responsible for driving incremental revenue sharing from third party asset management firms.

Amsterdam, Nl