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    Daniel O'Connor

    New York, New York

    Director, Institutional Relations - Americas

    Cfa Institute

    Specialties

    Account Management

    Business Development

    Sales

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Where I've Worked

    2014 – Present

    Director, Institutional Relations - Americas

    Cfa Institute

    Jan 2014 – Apr 2018

    Director, Institutional Relationships - Americas

    Cfa Institute
    C

    2012 – 2013

    Senior Vice President, Alternative Investment Sales

    City National Rochdale
    C

    Sep 2011 – Mar 2012

    Member

    Chartered Alternative Investment Analyst (CAIA) Association
    F

    2010 – 2010

    Head of North American Development & Investor Relations

    Fqs Capital Partners L.p
    A

    2007 – 2009

    Senior Managing Director, Sales & Business Development

    Asset Alliance Corporation
    C

    Jan 2004 – Jan 2007

    Sales Director & Key Accounts Manager, Third Party Distribution

    Citigroup Alternative Investments Llc
    C

    Jan 1998 – Jan 2004

    Salesperson

    Citigroup Asset Management

    2004 – 2007

    Sales Director & Key Accounts Manager, Third Party Distribution

    Citigroup

    1998 – 2004

    Salesperson

    Citigroup
    Where I've Studied

    2003

    Masters, Finance

    Fordham University (Gabelli) Graduate School of Business Administration

    1997

    Bachelors, Psychology/Economics

    Tulane University

    In the Media

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