Aaron Dillon

Aaron Dillon Email and Phone Number

AG Dillon & Co | Venture Capital Funds for RIAs @ SoFi
New York, NY
Aaron Dillon's Location
United States, United States
Aaron Dillon's Contact Details

Aaron Dillon personal email

n/a

Aaron Dillon phone numbers

About Aaron Dillon

www.agdillon.comaaron.dillon@agdillon.com+1.347.642.2640 (cell)

Aaron Dillon's Current Company Details
SoFi

Sofi

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AG Dillon & Co | Venture Capital Funds for RIAs
New York, NY
Website:
sofi.com
Employees:
5317
Aaron Dillon Work Experience Details
  • Sofi
    Sofi
    New York, Ny
  • Ag Dillon & Co
    Managing Director
    Ag Dillon & Co Jan 2022 - Present
    New York, Ny, Us
    AG Dillon & Co is a venture capital asset manager for wealth management firms; RIAs, IBDs, and regional BDs.
  • Kraneshares
    Equity Owner
    Kraneshares May 2012 - Present
    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
  • Kraneshares
    Co-Founder & Managing Director
    Kraneshares May 2012 - Sep 2015
    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
  • Sofi
    Managing Director, Galileo Financial Technologies - Wealth Management
    Sofi Jan 2019 - Jan 2022
    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 Stock Exchange Group (Lseg)
    Managing Director, Ftse Russell - Wealth Advisory Channel
    London Stock Exchange Group (Lseg) Nov 2016 - Dec 2018
    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
  • Global X Management Company
    Sr Vp, National Accounts & Institutional Sales
    Global X Management Company Sep 2015 - Oct 2016
    New York, Ny, Us
  • Td Ameritrade
    Director - Head Of Mutual Fund & Etf Platforms
    Td Ameritrade Sep 2010 - May 2012
    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
  • Morgan Stanley Wealth Management
    Vice President - Investment Products / Managed Accounts
    Morgan Stanley Wealth Management Sep 2005 - Aug 2010
    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.
  • Bearingpoint (Formerly Kpmg Consulting)
    Senior Consultant
    Bearingpoint (Formerly Kpmg Consulting) Sep 2003 - Sep 2005
    Amsterdam, Nl

Aaron Dillon Skills

Mutual Funds Etfs Asset Management Wealth Management Asset Allocation Alternative Investments Series 7 Separately Managed Accounts Series 63 Series 24 Sales Management Social Media Marketing Asset Managment Ria Personal Financial Planning Web Development Marketing Strategy Market Research Ucits Tactical Asset Allocation Greater China Html Css Marketing Communications Asia Unified Managed Accounts Javascript Php Uit Sicav Third Party Manager Due Diligence Managed Accounts Third Party Strategists Discretionary Advisory Non Discretionary Advisory Mutual Fund Advisory

Aaron Dillon Education Details

  • The Ohio State University
    The Ohio State University
    Finance

Frequently Asked Questions about Aaron Dillon

What company does Aaron Dillon work for?

Aaron Dillon works for Sofi

What is Aaron Dillon's role at the current company?

Aaron Dillon's current role is AG Dillon & Co | Venture Capital Funds for RIAs.

What is Aaron Dillon's email address?

Aaron Dillon's email address is aa****@****ade.com

What is Aaron Dillon's direct phone number?

Aaron Dillon's direct phone number is +134764*****

What schools did Aaron Dillon attend?

Aaron Dillon attended The Ohio State University.

What skills is Aaron Dillon known for?

Aaron Dillon has skills like Mutual Funds, Etfs, Asset Management, Wealth Management, Asset Allocation, Alternative Investments, Series 7, Separately Managed Accounts, Series 63, Series 24, Sales Management, Social Media Marketing.

Who are Aaron Dillon's colleagues?

Aaron Dillon's colleagues are Ryan Cusick, Nidhi Sharma, Jesus Navarro, Esha Chennubhotla, Mikayla Mcvey, Jeff Johansen, Ricardo Deosis.

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