Daniel Cronin

Daniel Cronin Email and Phone Number

Director of Client Development @ Anchor Capital Advisors LLC
Daniel Cronin's Location
Boston, Massachusetts, United States, United States
Daniel Cronin's Contact Details
About Daniel Cronin

As the Director of Client Development at Anchor Capital Advisors LLC, I lead and collaborate with the firm's seasoned investment and wealth management professionals to amplify the firm's time tested solutions for high-net-worth (HNW) and ultra-high-net-worth (UHNW) investors and families. I leverage my extensive knowledge of RIA custodians, organic growth strategies, alternative investment platforms, and industry-focused firms to provide insights and best practices to benefit our clients and team members.

Daniel Cronin's Current Company Details
Anchor Capital Advisors LLC

Anchor Capital Advisors Llc

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Director of Client Development
Daniel Cronin Work Experience Details
  • Anchor Capital Advisors Llc
    Director Of Client Development
    Anchor Capital Advisors Llc Apr 2024 - Present
    Boston, Ma, Us
    Lead and collaborate with Anchor Capital’s seasoned investment professionals to amplify the firm’s wealth management solutions for HNW and UHNW individuals and families.
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  • Allocate
    Head Of Advisor Relationships
    Allocate Apr 2022 - Apr 2024
    Menlo Park, Ca, Us
    Led the RIA/Multi Family Office sales and relationship management effort for Silicon Valley based fintech startup that provides advisors and global family office investors unique access to some of the most iconic venture capital and private fund GPs focused on fueling America’s dynamic innovation sector.
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  • Charles Schwab
    Managing Director-Schwab Advisor Services-Relationship Management
    Charles Schwab 2018 - 2021
    Westlake, Texas, Us
    People leader for the premier Registered Investment Advisor (RIA) custodian in its most competitive territory. Leveraged extensive knowledge of RIA custodians, asset managers, and industry-focused firms to provide insights, growth strategies, and best practices to RIA clients and business partners. Represented Schwab AS at exclusive client events in the Northeast.
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  • Truclarity Management Solutions
    Division President
    Truclarity Management Solutions 2017 - 2018
    St. Petersburg , Fl, Us
    Delivered insights about RIA market for family office and jumpstarted static RIA Professional Management business. Represented TruClarity services to breakaway advisors. Created firm awareness via custodian and RIA industry outreach.
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  • Icapital Network
    Senior Vice President
    Icapital Network 2014 - 2017
    New York, Ny, Us
    One of the original sales leadership hires for “Forbes Fintech 50” company founded to bring together general partners raising funds with independent advisors interested in alternative investment solutions for their valued clients. Worked collaboratively with iCapital leadership team to market private funds, hedge funds, and custom feeder funds into a market segment that previously had little exposure to the asset class.
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  • Bny Mellon Asset Mangement I Dreyfus
    Svp Strategic Business Development (Ria)
    Bny Mellon Asset Mangement I Dreyfus 2012 - 2014
    Developed new and existing business for the 16 independent investment boutiques owned by BNY Mellon Investment Management with leading RIA practices throughout the US. My role specifically focused on representing BNY/Dreyfus Investment affiliates to the largest RIA firms in the country including Professional Asset Managers (PAMs,), Turnkey Asset Management Providers (TAMPs), and RIA Acquisition Organizations (RAO's). Achieved 162% of revenue goal for 2013.
  • Rbc Advisor Services
    Senior Vice President-Director
    Rbc Advisor Services 2008 - 2012
    Recruited by President of RBC Correspondent and Advisor Services (CAS) to lead business development for start-up RIA division. Initial focus on preparing the RBC platform for top-tier RIA clients. Served as one of two key executives to educate retail brokerage division (RBC Wealth Management) about opportunities to gain market share and custody assets from RIA firms.
  • Fidelity Investments
    Senior Sales, Asset Manager Segment
    Fidelity Investments 2008 - 2008
    Boston, Ma, Us
    New business/relationship development for Fidelity IWS's Custody, Brokerage and Technology platform to SEC Registered RIA firms with at least $500M in TAUM. Territory includes Southeast and Mid-Atlantic regions.
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  • Fidelity Investments
    Sales Manager-Regional Vice President
    Fidelity Investments 2006 - 2008
    Boston, Ma, Us
    Regional Vice President (RVP) reponsible for managing a national team of 8 VP's selling Fidelity's RIA custody & brokerage platform to independent RIA-Asset Manager firms.
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  • Fidelity Investments
    Vice President-Ria New Business Development
    Fidelity Investments Oct 1998 - Jun 2006
    Boston, Ma, Us
    Served as VP of sales for Fidelity's RIA custody business with a focus on New England. Developed new relationships with more than 60 firms during this 8 year period. Total assets tranferred onto the Fidelity platform from these firm's totaled in excess of $6 Billion over the 8 year period. These firms now generate significantly more than $5MM in annual revenue for Fidelity IWS. Condidered one of Fidelity's most productive RIA sales professionals during tenure.
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  • Fidelity Investments Institutional Service Co.
    Vice President-Sales
    Fidelity Investments Institutional Service Co. 1996 - 1998
    Responsible for selling Fidelity mutual funds to Independent RIA firms based in the Northeastern U.S.
  • Schwab Institutional
    Regional Marketing Representative
    Schwab Institutional 1994 - 1996
    San Francisco, Ca, Us
    Responsible for selling Schwab's custody and brokerage platform to independent RIA firms in New England.
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Daniel Cronin Skills

Asset Management Trading Brokerage Practice Management Order Management Asset Managment Investments Mutual Funds Securities Portfolio Management Relationship Management Business Development Selling Financial Services Series 7 Options Investment Advisory Wealth Management Management Alternative Investments Capital Markets Entrepreneurship Investment Strategies Equities Asset Allocation Series 63 Finra Sales Hedge Funds Investment Management Fixed Income Financial Advisory Strategy Mergers And Acquisitions Leadership Risk Management

Daniel Cronin Education Details

  • Umass Boston
    Umass Boston
    Economics

Frequently Asked Questions about Daniel Cronin

What company does Daniel Cronin work for?

Daniel Cronin works for Anchor Capital Advisors Llc

What is Daniel Cronin's role at the current company?

Daniel Cronin's current role is Director of Client Development.

What is Daniel Cronin's email address?

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What is Daniel Cronin's direct phone number?

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What schools did Daniel Cronin attend?

Daniel Cronin attended Umass Boston.

What skills is Daniel Cronin known for?

Daniel Cronin has skills like Asset Management, Trading, Brokerage, Practice Management, Order Management, Asset Managment, Investments, Mutual Funds, Securities, Portfolio Management, Relationship Management, Business Development.

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