Dan Lancellotti
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Dan Lancellotti Email & Phone Number

at CapitalDynamo, Inc. at Cap Intro Solutions, LLC
Location: New York, New York, United States 10 work roles 1 school
1 work email found @lancebox.com LinkedIn matched
4 data sources Profile completeness 100%

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Current company
Role
at CapitalDynamo, Inc.
Location
New York, New York, United States

Who is Dan Lancellotti? Overview

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Quick answer

Dan Lancellotti is listed as at CapitalDynamo, Inc. at Cap Intro Solutions, LLC, based in New York, New York, United States. AeroLeads shows a work email signal at lancebox.com and a matched LinkedIn profile for Dan Lancellotti.

Dan Lancellotti previously worked as Managing Partner at Capitaldynamo, Inc. and Senior Advisor at Cap Intro Solutions, Llc. Dan Lancellotti holds Bs, Applied Math/Economics from Brown University.

Company email context

Email format at Cap Intro Solutions, LLC

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*@lancebox.com
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Profile bio

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.

Listed skills include Investment Advisory, Investment Strategies, Derivatives, Fixed Income, and 20 others.

Current workplace

Dan Lancellotti's current company

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Cap Intro Solutions, LLC
Cap Intro Solutions, Llc
at CapitalDynamo, Inc.
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10 roles

Dan Lancellotti work experience

A career timeline built from the work history available for this profile.

Managing Partner

Current
Capitaldynamo, Inc.

New York City Metropolitan Area

CapitalDynamo provides capital introductions software to prime brokers and external marketers

May 2010 - Present

Senior Sales Representative

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

Jun 2024 - Oct 2024

Managing Director

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.

Jul 2023 - Jul 2024

Managing Director

Capintro.Com

Managing Director, responsible for sales and marketing of the CapIntro.com platform to hedge fund market participants be they allocators, managers, or service providers.

Jan 2009 - Feb 2010

Managing Director, Head Of Capital Introductions

Managing Director, head of global capital introductions with staff based in New York, Chicago, San Francisco, London, Tokyo, Hong Kong and Sydney.

Mar 2001 - Sep 2008

Director, Head Of Retail Fixed Income Trading

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.

Jan 1998 - Mar 2001

Director, Head Of Fixed Income Risk Management

Responsible for monitoring the risk inherent in the firm's fixed income inventory reporting to the co-heads of fixed income.

Jan 1996 - Jan 1998

First Vp, Head Of Securites Valuation Group

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.

Apr 1994 - Jan 1996

Senior Product Manager

Interactive Data

Responsible for the development, sales, and M&A for the fixed income analytics and data product line, including CMOs and securities reference data, SIRS.

Aug 1984 - Apr 1994
1 education record

Dan Lancellotti education

FAQ

Frequently asked questions about Dan Lancellotti

Quick answers generated from the profile data available on this page.

What company does Dan Lancellotti work for?

Dan Lancellotti works for Cap Intro Solutions, LLC.

What is Dan Lancellotti's role at Cap Intro Solutions, LLC?

Dan Lancellotti is listed as at CapitalDynamo, Inc. at Cap Intro Solutions, LLC.

What is Dan Lancellotti's email address?

AeroLeads has found 1 work email signal at @lancebox.com for Dan Lancellotti at Cap Intro Solutions, LLC.

Where is Dan Lancellotti based?

Dan Lancellotti is based in New York, New York, United States while working with Cap Intro Solutions, LLC.

What companies has Dan Lancellotti worked for?

Dan Lancellotti has worked for Capitaldynamo, Inc., Cap Intro Solutions, Llc, Wealthblock, Cambridge Wilkinson, and Capintro.Com.

How can I contact Dan Lancellotti?

You can use AeroLeads to view verified contact signals for Dan Lancellotti at Cap Intro Solutions, LLC, including work email, phone, and LinkedIn data when available.

What schools did Dan Lancellotti attend?

Dan Lancellotti holds Bs, Applied Math/Economics from Brown University.

What skills is Dan Lancellotti known for?

Dan Lancellotti is listed with skills including Investment Advisory, Investment Strategies, Derivatives, Fixed Income, Fund Of Funds, Capital Markets, Series 7, and Financial Markets.

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