Dan Lancellotti

Experience

• 

  Interactive Data

  Aug 1984 - Apr 1994

  Senior Product Manager

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

• 

  Morgan Stanley

  Apr 1994 - Jan 1998

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

  • Director, head of Fixed Income Risk Management

    Jan 1996 - Jan 1998

  • First VP, head of Securites Valuation Group

    Apr 1994 - Jan 1996
• 

  Citi

  Jan 1998 - Sept 2008

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

  • Managing Director, head of Capital Introductions

    Mar 2001 - Sept 2008

  • Director, head of Retail Fixed Income Trading

    Jan 1998 - Mar 2001
• 

  CapIntro.com

  Jan 2009 - Feb 2010

  Managing Director

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

• 

  CapitalDynamo, Inc.

  May 2010 - now

  Managing Partner

  CapitalDynamo provides capital introductions software to prime brokers and external marketers

• 

  Cap Intro Solutions

  Aug 2015 - now

  Senior Advisor
• 

  Cambridge Wilkinson

  Jul 2023 - Jul 2024

  Managing Director

  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 Finance, Real Estate, Sports & Entertainment, Infrastructure, Technology and Transportation businesses.

• 

  WealthBlock

  Jul 2024 - now

  Senior Advisor

  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