Dan Magnetta, Cima® Email & Phone Number
@ftportfolios.com
3 phones found area 678 and 800
LinkedIn matched
Who is Dan Magnetta, Cima®? Overview
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Dan Magnetta, Cima® is listed as Vice President | Team Lead, Structured Investments and Conc. Equity Solutions | Central at Barnabas Capital, LLC, a company with 22 employees, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at ftportfolios.com, phone signal with area code 678, 800, and a matched LinkedIn profile for Dan Magnetta, Cima®.
Dan Magnetta, Cima® previously worked as Vice President | Structured Investments | Central at Barnabas Capital, Llc and Investment Committee Member at Stone Island Financial Planning. Dan Magnetta, Cima® holds Master Of Arts (Abt), History from Illinois State University.
Email format at Barnabas Capital, LLC
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AeroLeads found 1 current-domain work email signal for Dan Magnetta, Cima®. Compare company email patterns before reaching out.
About Dan Magnetta, Cima®
I'm Dan Magnetta with Barnabas Capital.Everyday I strive for excellence in service to each of my relationships. My mission is to help guide investors so that they can reach their goals in the face of changes in our day to day lives and market conditions.-Innovative, high quality, investment solutions-Expert research and commentaryI welcome you to take advantage of what we offer.
Listed skills include Sales, Customer Service, Leadership, Microsoft Office, and 24 others.
Dan Magnetta, Cima®'s current company
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Dan Magnetta, Cima® work experience
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Vice President | Structured Investments | Central
CurrentInvestment Committee Member
I served on the SIFP investment committee helping shape the firm's investment and market outlook in the ongoing effort to help the firm's clients achieve their financial planning goals.
Client Portfolio Manager
I helped investors incorporate private funds that seek to deliver positive returns regardless of the direction of public equity markets into their portfolios
Vice President Structured Investments
Internal Wholesaler | Etfs/Smas
March 2018 - March 2019: I was the ETF/SMA internal covering the West Coast of Florida. Actively represented 140+ First Trust ETFs and multiple SMAs in Equity, Fixed Income, and Alternative spaces. Covered Bank, Wire, Independent, and RIA channels.September 2016 - February 2018: I was the Structured Products internal covering FL, GA, SC, PR. I represented.
Inside Sales Associate
I was an internal wholesaler representing the AL, TN, NC, SC territory and the Northern CA territory. I was responsible for marketing and selling a wide range of real estate investment products including: non-traded REITs, Private Placements into DST & LLCs, and 1031 Exchanges.
Financial Service Specialist
Graduate Teaching Assistant
Colleagues at Barnabas Capital, LLC
Other employees you can reach at barnabascapital.com. View company contacts for 22 employees →
Cooper Creech
Colleague at Barnabas Capital, LlcCharlotte, North Carolina, United States, United States
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Sierah Mcgregor
Colleague at Barnabas Capital, LlcKannapolis, North Carolina, United States, United States
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Adam Grisham
Colleague at Barnabas Capital, LlcCharlotte Metro, United States
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Joseph C Powell
Colleague at Barnabas Capital, LlcCharlotte Metro, United States
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JL
Josh Lewis
Colleague at Barnabas Capital, LlcCharlotte Metro, United States
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Trey Wegmann
Colleague at Barnabas Capital, LlcCharlotte Metro, United States
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Brian Enriquez
Colleague at Barnabas Capital, LlcHuntersville, North Carolina, United States, United States
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Blake Dobson
Colleague at Barnabas Capital, LlcTemecula, California, United States, United States
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DN
David Neiman
Colleague at Barnabas Capital, LlcFort Lauderdale, Florida, United States, United States
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Matt Tornberg
Colleague at Barnabas Capital, LlcCharlotte, North Carolina, United States, United States
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Dan Magnetta, Cima® education
Master Of Arts (Abt), History
Executive Education | Investment Management Theory & Practice | Cima (R) Certification
Bachelor Of Arts (B.A.), History
Transferred To Isu
Frequently asked questions about Dan Magnetta, Cima®
Quick answers generated from the profile data available on this page.
What company does Dan Magnetta, Cima® work for?
Dan Magnetta, Cima® works for Barnabas Capital, LLC.
What is Dan Magnetta, Cima®'s role at Barnabas Capital, LLC?
Dan Magnetta, Cima® is listed as Vice President | Team Lead, Structured Investments and Conc. Equity Solutions | Central at Barnabas Capital, LLC.
What is Dan Magnetta, Cima®'s email address?
AeroLeads has found 1 work email signal at @ftportfolios.com for Dan Magnetta, Cima® at Barnabas Capital, LLC.
What is Dan Magnetta, Cima®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 678, 800 for Dan Magnetta, Cima® at Barnabas Capital, LLC.
Where is Dan Magnetta, Cima® based?
Dan Magnetta, Cima® is based in Chicago, Illinois, United States while working with Barnabas Capital, LLC.
What companies has Dan Magnetta, Cima® worked for?
Dan Magnetta, Cima® has worked for Barnabas Capital, Llc, Stone Island Financial Planning, Raintree Capital Management, First Trust, and Inland Securities Corporation.
Who are Dan Magnetta, Cima®'s colleagues at Barnabas Capital, LLC?
Dan Magnetta, Cima®'s colleagues at Barnabas Capital, LLC include Cooper Creech, Sierah Mcgregor, Adam Grisham, Joseph C Powell, and Josh Lewis.
How can I contact Dan Magnetta, Cima®?
You can use AeroLeads to view verified contact signals for Dan Magnetta, Cima® at Barnabas Capital, LLC, including work email, phone, and LinkedIn data when available.
What schools did Dan Magnetta, Cima® attend?
Dan Magnetta, Cima® holds Master Of Arts (Abt), History from Illinois State University.
What skills is Dan Magnetta, Cima® known for?
Dan Magnetta, Cima® is listed with skills including Sales, Customer Service, Leadership, Microsoft Office, Powerpoint, Investments, Real Estate, and Series 7.
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