Dan Colluccio serves as National Sales Manager at WBI. He keeps momentum strong while pushing sales and maintaining existing relationships with advisors and institutions.
Before joining WBI in August of 2014, Mr. Colluccio spent time with TD Ameritrade Institutional working with RIAs on practice management and technology consulting. Prior to TD Ameritrade, Mr. Colluccio spent six years working with advisors on building ETF portfolios with BlackRock's iShares. Mr. Colluccio has over 10 years of experience partnering with Institutions and advisors on building efficient portfolios.
Mr. Colluccio earned his MBA in Finance and graduated with Bachelor of Science Degrees in Accounting and Finance from Fairleigh Dickinson University.
Mr. Colluccio is a Certified Investment Management Analyst and currently maintains his Series 7 and 66 licenses.