Dan Magnetta, Cima®

Dan Magnetta, Cima® Email and Phone Number

Vice President | Team Lead, Structured Investments and Conc. Equity Solutions | Central @ Barnabas Capital, LLC
Chicago, IL, US
Dan Magnetta, Cima®'s Location
Chicago, Illinois, United States, United States
Dan Magnetta, Cima®'s Contact Details

Dan Magnetta, Cima® work email

Dan Magnetta, Cima® personal email

n/a

Dan Magnetta, Cima® phone numbers

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.

Dan Magnetta, Cima®'s Current Company Details
Barnabas Capital, LLC

Barnabas Capital, Llc

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Vice President | Team Lead, Structured Investments and Conc. Equity Solutions | Central
Chicago, IL, US
Website:
barnabascapital.com
Employees:
22
Dan Magnetta, Cima® Work Experience Details
  • Barnabas Capital, Llc
    Vice President | Team Lead, Structured Investments And Conc. Equity Solutions | Central
    Barnabas Capital, Llc
    Chicago, Il, Us
    View
  • Barnabas Capital, Llc
    Vice President | Structured Investments | Central
    Barnabas Capital, Llc Sep 2023 - Present
    Chicago, Illinois, United States
    View
  • Stone Island Financial Planning
    Investment Committee Member
    Stone Island Financial Planning Oct 2021 - Jul 2023
    Naperville, Illinois, United States
    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.
  • Raintree Capital Management
    Client Portfolio Manager
    Raintree Capital Management Oct 2021 - Jul 2023
    Naperville, Illinois, United States
    I helped investors incorporate private funds that seek to deliver positive returns regardless of the direction of public equity markets into their portfolios
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  • First Trust
    Vice President Structured Investments
    First Trust Mar 2019 - Oct 2021
    Greater Atlanta Area
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  • First Trust
    Internal Wholesaler | Etfs/Smas
    First Trust Sep 2016 - Mar 2019
    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 a variety of Structured Product offerings from top global banks including JP Morgan, HSBC, Morgan Stanley, Citi, Societe Generale, and Bank of the West/ BNP. I successfully distributed numerous shelf offerings and worked on the creation of custom Notes and MLCDs within the independent, bank, and RIA channels.
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  • Inland Securities Corporation
    Inside Sales Associate
    Inland Securities Corporation Sep 2014 - Aug 2016
    Oak Brook, Illinois
    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.
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  • Regions Financial Corporation
    Financial Service Specialist
    Regions Financial Corporation Feb 2014 - Jul 2014
    View
  • Illinois State University
    Graduate Teaching Assistant
    Illinois State University Aug 2012 - May 2014
    View

Dan Magnetta, Cima® Skills

Sales Customer Service Leadership Microsoft Office Powerpoint Investments Real Estate Series 7 Series 63 Research Public Speaking Microsoft Word Microsoft Excel Lotus Notes Social Media Editing Teamwork Teaching English History Time Management Public Relations Community Outreach Face To Face Sales Warm Calling Finance Business Development Commercial Real Estate

Dan Magnetta, Cima® Education Details

Frequently Asked Questions about Dan Magnetta, Cima®

What company does Dan Magnetta, Cima® work for?

Dan Magnetta, Cima® works for Barnabas Capital, Llc

What is Dan Magnetta, Cima®'s role at the current company?

Dan Magnetta, Cima®'s current role is Vice President | Team Lead, Structured Investments and Conc. Equity Solutions | Central.

What is Dan Magnetta, Cima®'s email address?

Dan Magnetta, Cima®'s email address is dm****@****ios.com

What is Dan Magnetta, Cima®'s direct phone number?

Dan Magnetta, Cima®'s direct phone number is +167890*****

What schools did Dan Magnetta, Cima® attend?

Dan Magnetta, Cima® attended Illinois State University, Yale School Of Management, Illinois State University, Augustana College.

What are some of Dan Magnetta, Cima®'s interests?

Dan Magnetta, Cima® has interest in Arts And Culture.

What skills is Dan Magnetta, Cima® known for?

Dan Magnetta, Cima® has skills like Sales, Customer Service, Leadership, Microsoft Office, Powerpoint, Investments, Real Estate, Series 7, Series 63, Research, Public Speaking, Microsoft Word.

Who are Dan Magnetta, Cima®'s colleagues?

Dan Magnetta, Cima®'s colleagues are Blake Dobson, Brian Enriquez, Trey Wegmann, Brendan Robinson, Josh Lewis, Matt Tornberg, David Neiman.

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