Executive Advisor
May 2018 - Nov 2018
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Dan Cummings Email & Phone Number
Financial Services Executive
1 work email found
@iextrading.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 71%
Role
Financial Services Executive
Location
New York City Metropolitan Area, United States, United States
Who is Dan Cummings? Overview
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Quick answer
Dan Cummings is listed as Financial Services Executive based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at iextrading.com and a matched LinkedIn profile for Dan Cummings.
Dan Cummings previously worked as Executive Advisor at Iex, The Investors Exchange and Executive Advisor at Aquiline Capital Partners. Dan Cummings holds Mba, Accounting & Finance from The Wharton School - University Of Pennsylvania.
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{first}.{last}@iextrading.com
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Profile bio
About Dan Cummings
Experienced Executive with a demonstrated history of working in the financial services industry. Skilled in Corporate Finance, Hedge Funds, Finance, Wealth Management, and Equities. Strong business development professional with a MBA focused in Accounting & Finance from The Wharton School - University of Pennsylvania.
11 roles · 39 years
Dan Cummings work experience
A career timeline built from the work history available for this profile.
Executive Advisor
Aquiline Capital Partners is a New York-based private equity firm investing globally in financial services enterprises in industries such as banking and credit, insurance, investment management and markets, and financial technology. Aquiline seeks to add value to its portfolio companies through strategic, operational, and financial guidance.
Sep 2016 - May 2018
Executive Vice Chairman
- Lead, strengthen, and manage key client relationships, with particular emphasis on significant equity and equity-linked transactions
- Drive close partnerships between product, industry, and regional leaders to enhance client coverage
- Promote greater cooperation and institutionalized coverage of key corporate and institutional accounts
- Manage delivery of capital-structure, financial, and strategic advisory services
- Generate substantial investment banking revenues across products and regions
- Recruit, mentor, and develop next generation of investment banking and capital markets professionals
2013 - Jun 2016
Head, International Wealth And Investment Management
- Led business consisting of all wealth management and private banking activities outside United States; managed $150 billion in assets, 1,800 employees, and $1.4 billion in annual revenue
- Directed planning processes, including evaluation and execution of product, market, distribution, and business-model strategies; efficiently managed risk and contributed to enhanced compliance, credit, market, and.
- Resolved critical regulatory issues with no punitive economic or operational consequences
- Coordinated all regulatory and reporting activities, including finance, risk, legal, audit, and compliance
- Managed 2013 successful divestiture of business to Julius Baer; structured, negotiated, and executed transactions with proceeds in excess of $1.2 billion
2011 - 2013
~2 yrs
Head, Global Equity Capital Markets
- Managed firm’s Global Equity Capital Markets practice with 200 professionals generating annual revenues in excess of $1 billion; supervised all equity capital markets activities, including IPOs, follow-on offerings.
- Delivered presentations to CEOs, CFOs, and Boards of Directors regarding equity financing and capital market implications of strategic initiatives
- Managed all risk management, trading, and strategy decisions affecting group
- Coordinated internal teams to evaluate clients’ corporate finance objectives and determined appropriate capital markets solutions
- Involved with over 400 book-run deals, including 100 IPOs; instrumental in sourcing, structuring, and marketing transactions. Industries covered: financial institutions and power, energy, and retail companies
2009 - 2011
~2 yrs
Head, Americas Equity Capital Markets
2004 - 2009
~5 yrs
Managing Director, Equity Capital Markets
1997 - 2004
~7 yrs
Associate, Investment Banking Group—Financial Institutions
Merrill Lynch - Corporate & Institutional Client Group
1995 - 1997
~2 yrs
Vice President
1990 - 1993
~3 yrs
Financial Analyst
Ram Development Company
1988 - 1990
~2 yrs
Associate Consultant
1987 - 1988
~1 yr
3 education records
Dan Cummings education
Mba, Accounting & Finance
Bachelor Of Science (B.S.), Business Management & Marketing
Education record
The Park School, Brooklandville, Md
FAQ
Frequently asked questions about Dan Cummings
Quick answers generated from the profile data available on this page.
What is Dan Cummings's role at their current company?
Dan Cummings is listed as Financial Services Executive.
What is Dan Cummings's email address?
AeroLeads has found 1 work email signal at @iextrading.com for Dan Cummings.
Where is Dan Cummings based?
Dan Cummings is based in New York City Metropolitan Area, United States, United States.
What companies has Dan Cummings worked for?
Dan Cummings has worked for Iex, The Investors Exchange, Aquiline Capital Partners, Bank Of America Merrill Lynch, Merrill Lynch, and Merrill Lynch - Corporate & Institutional Client Group.
How can I contact Dan Cummings?
You can use AeroLeads to view verified contact signals for Dan Cummings, including work email, phone, and LinkedIn data when available.
What schools did Dan Cummings attend?
Dan Cummings holds Mba, Accounting & Finance from The Wharton School - University Of Pennsylvania.
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