Dan Ciavarella, CIMA®, CAIA® in

Dan Ciavarella, CIMA®, CAIA®

Login to view DISC.
Chief Revenue Officer at BetaNXT
📍 New York City Metropolitan Area, United States

Dan Ciavarella is the Chief Revenue Officer at BetaNXT, specializing in data-driven digital experiences for wealth management. An executive with over 20 years of experience and CIMA® and MBA credentials, he focuses on using interconnected technology platforms to disrupt financial models and empower firms to grow their businesses.

A respected leader known for his contagious enthusiasm, Dan has held senior roles in product development, marketing, and sales at prominent firms including Broadridge, Refinitiv, and Morgan Stanley. He is skilled at building teams to serve the largest names in the wealth management industry.

His career is dedicated to enabling the next evolution of the wealth management industry by solving clients most demanding integration challenges.

Read the full overview →
Experience
25 Years
Current Role
Chief Revenue Officer
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

How Dan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Dan cares about

AI in WealthTech
Highlights the importance of embedding AI across platforms to provide clients with faster decisions, smarter operations, and an improved end-to-end experience.
Digital Wealth Experience
Self-identifies as a "Data Driven Digital Wealth Experience Innovator," focused on creating transformative and interconnected platforms for wealth management firms and their clients.
+5 more topics Login to view topics
Career

Work history

9-2022
Chief Revenue Officer
BetaNXT
2-2022 - 9-2022
Managing Director, Head of Wealth Management Sales
Broadridge
2-2021 - 2-2022
Head of Sales - Wealth, Americas at Refinitiv, an LSEG business
London Stock Exchange Group (LSEG)
7-2020 - 2-2022
Head of Sales - Wealth, Americas
Refinitiv
7-2019 - 7-2020
Head of Market Development - Wealth, Americas
Refinitiv
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2010 - 2010
CIMA
The Wharton School
2000 - 2002
MBA
Drucker School of Management
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other BetaNXT Employees

Explore more public profiles from related professionals.

Mike Walter
Mike Walter
Director, Product Engineering & Head of Quality - BETA
BetaNXT
 Anatoli Arkhipenko
Anatoli Arkhipenko
Head of Technology Transformation and Initiatives
BetaNXT
 Manny Motamarry
Manny Motamarry
Chief Information Security Officer
BetaNXT

More profiles

Discover additional public profiles from our index.

Dawn Hall
Dawn Hall
Co-Owner
Barred Woods LLC
 gilad zilberberg
gilad zilberberg
Founder
Crisp Power
 Pooja Avula
Pooja Avula
Business Analyst
BioMotiv
JC
Jessica Cummings
Marketing and Communications Director
Barkman Honey
Unlock the full playbookSee exactly how to sell to Dan. Free, 10 seconds.