Executive Vice President Business Development@ Change Finance, PBC
Denver, Colorado, United States
Dan Carreno, CIMA®, CSRIC®
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University of Denver
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FlashIntel GPTDan Carreno, CIMA(r), CSRIC(r) is a highly experienced professional with 19.5 years of work experience in investments, series 7, mutual funds, sales, and equities. Based in the United States, he is passionate about the power of markets and promoting sustainable business practices. Dan is the Director of Business Development at Ethos ESG, a client-friendly ESG software for financial advisors, individual investors, and institutions. He specializes in impact-focused lead generation, data and research, personalized portfolio design, and tailored impact reports. Dan is also a devoted husband, best friend to a gentle canine, avid skier, fanatical mountain biker, and lover of art, music, and beer
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About
I am passionate about the power of markets and the need to promote sustainable business practices. Ethos ESG is client-friendly ESG software for financial advisors, individual investors and institutions. We help with impact-focused lead generation, ESG data and research, personalized portfolio design, and tailored impact reports. Personally, I’m a devoted husband, best friend to a gentle canine, avid skier, fanatical mountain biker, and lover of art, music, and beer.
Work Experience
Executive Vice President Business Development
Financial Services
Dan Carreno, CIMA®, CSRIC®'s Professional Milestones
- Regional Marketing Associate (2006-09-01~2008-10-01): Developed and executed successful marketing campaigns, driving brand awareness and boosting customer engagement.
- Sales Associate (2004-06-01~2006-09-01): Achieved record-breaking sales numbers, exceeding quarterly targets and driving revenue growth.
Education
Environmental Policy And Management
2017-2019Skill
Investments
Series 7
Mutual Funds
Sales
Equities
Marketing
Investment Strategies
Sales And Marketing
Territory Management
Customer Relationship Management
Sustainable Investing
Salesforce.com
Sales Presentations
Sales Training
Public Speaking
New Territory Development
Relationship Development
401 Retirement Savings Plans
Socially Responsible Investing
Territory Management Training
Photography
Leadership Development
Wealth Management
Alternative Investments
Asset Allocation
Finance
Portfolio Management
Alternative Investment Strategies
Asset Management
Value Added Services
Market Metrics Application
Employee Training
Coaching And Mentoring
Marketing Material Creation
Customer Profiling
Active Listening
New Client Acquisitions
Financial Analysis
Dpsir Environmental Systems Analysis
Meeting Scheduling
Concur
Follow Up Sales Activity
Referral Development
Morningstar
Customer Segmentation Strategy
Sales Prospecting
Cold Calling
Retirement Plan Consulting
Marketing Event Planning
Certification
Colleagues
Andrew Rodriguez
Co-Chief Executive Officer | Chief Investment Officer
Brittany Damico, MSc.
Senior Business Development Manager
Dorrit Lowsen
Co-Chief Executive Officer
Nicole Dodson
director of operations and shareholder engagement at change finance pbc
Nicole Dodson
Director Of Operations | Shareholder Engagement
Other Named Dan Carreno, CIMA®, CSRIC®
Frequently asked questions
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Dan Carreno, CIMA®, CSRIC®'s social media include: Linkedin,
Dan Carreno, CIMA®, CSRIC® works for Change Finance, PBC
Dan Carreno, CIMA®, CSRIC®'s role in Change Finance, PBC is Executive Vice President Business Development
Dan Carreno, CIMA®, CSRIC® works in the industry of Financial Services
Dan Carreno, CIMA®, CSRIC®'s colleagues are Andrew Rodriguez,Brittany Damico, MSc.,Dorrit Lowsen
Dan Carreno, CIMA®, CSRIC®'s latest job experience is Executive Vice President Business Development at Change Finance, PBC
Dan Carreno, CIMA®, CSRIC®'s latest education in University of Denver
