Dan Lancellotti

Dan Lancellotti Email and Phone Number

at CapitalDynamo, Inc. @ Cap Intro Solutions, LLC
Dan Lancellotti's Location
New York, New York, United States, United States
Dan Lancellotti's Contact Details
About Dan Lancellotti

Experienced investment fund sales and fixed income securities executive. History of business building and sales success in both major corporate and entrepreneurial settings. Has run investment fund sales teams and fixed income trading desks of 20-plus team members. Always looking to add game-changing levels of automation in place of manual processes to execute business and sales plans more effectively. Cap Intro Solutions, LLC and CapitalDynamo, Inc. bring together these two personal strengths. Cap Intro Solutions, LLC helps asset managers running strategies of all types including macro, commodities, fixed income, and equities, raise assets using matching and interest gathering technology developed by CapitalDynamo, Inc.

Dan Lancellotti's Current Company Details
Cap Intro Solutions, LLC

Cap Intro Solutions, Llc

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at CapitalDynamo, Inc.
Dan Lancellotti Work Experience Details
  • Capitaldynamo, Inc.
    Managing Partner
    Capitaldynamo, Inc. May 2010 - Present
    New York City Metropolitan Area
    CapitalDynamo provides capital introductions software to prime brokers and external marketers
  • Cap Intro Solutions, Llc
    Senior Advisor
    Cap Intro Solutions, Llc Aug 2015 - Present
    New York City Metropolitan Area
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  • Wealthblock
    Senior Sales Representative
    Wealthblock Jun 2024 - Oct 2024
    Boston, Massachusetts, United States
    WealthBlock is a front-to-back solution for asset managers raising capital and looking to streamline the marketing, onboarding, and investor reporting process. Check it out at www.wealthblock.ai
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  • Cambridge Wilkinson
    Managing Director
    Cambridge Wilkinson Jul 2023 - Jul 2024
    New York City Metropolitan Area
    Cambridge Wilkinson provides a full suite of investment banking services for our clients. Our firm has a strong track record of identifying and structuring debt and equity finance solutions, as well providing deal advice in merger & acquisition transactions. We are industry agnostic with extensive expertise in Healthcare, Specialty Finance, Consumer Finance, Real Estate, Sports & Entertainment, Infrastructure, Technology and Transportation businesses.
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  • Capintro.Com
    Managing Director
    Capintro.Com Jan 2009 - Feb 2010
    Managing Director, responsible for sales and marketing of the CapIntro.com platform to hedge fund market participants be they allocators, managers, or service providers.
  • Citi
    Managing Director, Head Of Capital Introductions
    Citi Mar 2001 - Sep 2008
    Managing Director, head of global capital introductions with staff based in New York, Chicago, San Francisco, London, Tokyo, Hong Kong and Sydney.
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  • Citigroup
    Director, Head Of Retail Fixed Income Trading
    Citigroup Jan 1998 - Mar 2001
    Responsible for the SalomonSmithBarney global retail fixed income trading operation based at 390 Greenwich St, New York. The department consisted of 30+ traders trading all aspects of fixed income including governments, agencies, MBS, corporates, high yield, and emerging markets.
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  • Smith Barney
    Director, Head Of Fixed Income Risk Management
    Smith Barney Jan 1996 - Jan 1998
    Responsible for monitoring the risk inherent in the firm's fixed income inventory reporting to the co-heads of fixed income.
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  • Smith Barney
    First Vp, Head Of Securites Valuation Group
    Smith Barney Apr 1994 - Jan 1996
    Head of the unit within Corporate Risk Management responsible for monitoring the firm's evaluations of capital markets trading inventories and creating methodologies by which to uncover mispriced securities.
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  • Interactive Data
    Senior Product Manager
    Interactive Data Aug 1984 - Apr 1994
    Responsible for the development, sales, and M&A for the fixed income analytics and data product line, including CMOs and securities reference data, SIRS.

Dan Lancellotti Skills

Investment Advisory Investment Strategies Derivatives Fixed Income Fund Of Funds Capital Markets Series 7 Financial Markets Investor Relations Alternative Investments Fixed Income Analysis Investment Management Management Trading Systems Reference Data Hedge Funds Due Diligence Asset Allocation Trading Venture Capital Equity Derivatives Structured Products Capital Valuation

Dan Lancellotti Education Details

Frequently Asked Questions about Dan Lancellotti

What company does Dan Lancellotti work for?

Dan Lancellotti works for Cap Intro Solutions, Llc

What is Dan Lancellotti's role at the current company?

Dan Lancellotti's current role is at CapitalDynamo, Inc..

What is Dan Lancellotti's email address?

Dan Lancellotti's email address is ve****@****box.com

What schools did Dan Lancellotti attend?

Dan Lancellotti attended Brown University.

What skills is Dan Lancellotti known for?

Dan Lancellotti has skills like Investment Advisory, Investment Strategies, Derivatives, Fixed Income, Fund Of Funds, Capital Markets, Series 7, Financial Markets, Investor Relations, Alternative Investments, Fixed Income Analysis, Investment Management.

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