Bio
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Topline AI
Dale Criniti is a seasoned executive with expertise in financial services, marketing, and wealth management. He has over 20 years of experience in leading roles at prominent financial institutions, including TIAA, Zurich Scudder Investments, and Long-Term Stock Exchange. Dale holds a B.A. from Bates College and has worked with various clients to develop and implement effective marketing strategies.
Experience
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Co-Cmo
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Long-Term Stock Exchange
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United States
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Co-CMO
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Apr 2022 - Present
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United States
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Self-employed
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Boston, Massachusetts, United States
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Executive Leadership Coach
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Jan 2018 - Apr 2022
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Boston, Massachusetts, United States
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United States
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Financial Services
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700 & Above Employee
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VP Institutional Marketing
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Nov 2010 - Oct 2015
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VP Client Experience, Client Services
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Nov 2008 - Nov 2010
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VP Client Experience, Wealth Management
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Apr 2004 - Nov 2008
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Self-employed
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Greater Boston Area
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Principal, Marketing & Business Strategy
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2002 - 2004
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Greater Boston Area
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Head of Customer Care & Research, TimeTo.com
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2000 - 2001
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SVP Marketing & Strategy, Global Mutual Fund Group
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1998 - 2000
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VP Marketing, US Retail
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1997 - 1998
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VP Marketing, Retirement Plans; Mutual Funds
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1994 - 1997
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Boston, MA
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BayBank (acquired by Bank of America)
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Greater Boston Area
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VP Product Management Group Director
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1988 - 1993
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Greater Boston Area
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Connecticut National Bank (acquired by Bank of ...
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Hartford, Connecticut Area
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Investment Sales Officer, Capital Markets
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1984 - 1987
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Hartford, Connecticut Area
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Education
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Bates College
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Needham High School
Suggested Services
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Industry Focus. “Financial Services”
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