Dillon Pierce, Caia

Dillon Pierce, Caia Email and Phone Number

Head of Advisor Solutions at Newfound Research @ Newfound Research
boston, massachusetts, united states
Dillon Pierce, Caia's Location
Denver, Colorado, United States, United States
Dillon Pierce, Caia's Contact Details

Dillon Pierce, Caia work email

Dillon Pierce, Caia personal email

n/a
About Dillon Pierce, Caia

Dillon Pierce, Caia is a Head of Advisor Solutions at Newfound Research at Newfound Research. He possess expertise in sales, leadership, finance, marketing, sales process and 2 more skills.

Dillon Pierce, Caia's Current Company Details
Newfound Research

Newfound Research

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Head of Advisor Solutions at Newfound Research
boston, massachusetts, united states
Website:
thinknewfound.com
Employees:
7
Dillon Pierce, Caia Work Experience Details
  • Newfound Research
    Head Of Advisor Solutions
    Newfound Research Feb 2023 - Present
    Denver, Colorado, United States
    I lead the Advisor Solutions team and oversee business development for the firm. I have raised $1B+ in ETFs and model portfolios. I partner with capital allocators in every channel (RIA, IBD, family office, and institutional) to think creatively about portfolio construction and present Newfound's investment solutions.Newfound Research LLC is a quantitative investment and research firm dedicated to helping investors pro-actively navigate the risks of investing by unlocking the benefits of diversification through Return Stacking.We manage alternative strategies and capital efficient solutions that allow investors to implement Return Stacked® Portfolio Solutions.
    View
  • Newfound Research
    Vice President, Advisor Solutions
    Newfound Research Jan 2020 - Feb 2023
    Denver, Colorado, United States
    View
  • 361 Capital
    Sales Coordinator
    361 Capital Jan 2018 - Jan 2020
    Greater Denver Area
    Internal wholesaler for the Eastern half of the US supporting 3 territories. I focused in the RIA, wirehouse, IBD, and Bank Trust channels to market alternative investments - long/short equity and managed futures mutual funds.
    View
  • Northstar Securities, Llc
    Senior Regional Sales Consultant
    Northstar Securities, Llc Feb 2014 - Jan 2018
    Greater Denver Area
    Team Lead and Internal Wholesaler. I focused on distributing illiquid alternative investments (Nontraded REITs and a Closed-End Fund) in California and Nevada to the Broker-Dealer and RIA channels.Licenses: Series 7, Series 63
  • Northwestern Mutual
    College Financial Representative
    Northwestern Mutual May 2013 - Feb 2014
    Phoenix, Arizona
    Insurance and financial planning focused internship. Initiated new relationships through referrals, active networking, and cold calling.
    View

Dillon Pierce, Caia Skills

Sales Leadership Finance Marketing Sales Process Portfolio Management Alternative Investments

Dillon Pierce, Caia Education Details

Frequently Asked Questions about Dillon Pierce, Caia

What company does Dillon Pierce, Caia work for?

Dillon Pierce, Caia works for Newfound Research

What is Dillon Pierce, Caia's role at the current company?

Dillon Pierce, Caia's current role is Head of Advisor Solutions at Newfound Research.

What is Dillon Pierce, Caia's email address?

Dillon Pierce, Caia's email address is di****@****asu.edu

What is Dillon Pierce, Caia's direct phone number?

Dillon Pierce, Caia's direct phone number is +160233*****

What schools did Dillon Pierce, Caia attend?

Dillon Pierce, Caia attended Arizona State University.

What skills is Dillon Pierce, Caia known for?

Dillon Pierce, Caia has skills like Sales, Leadership, Finance, Marketing, Sales Process, Portfolio Management, Alternative Investments.

Who are Dillon Pierce, Caia's colleagues?

Dillon Pierce, Caia's colleagues are Spencer Booth, Cima®, Crpc®, Brady Stibi Perkins, Caia, Steve Harper, Steven Braun.

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