Dan Doischen

RIA Sales Director at NightShares
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Bio

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Credentials

  • Chartered Mutual Fund Counselor
    College for Financial Planning
  • Series 7, 63
    FINRA

Experience

  • NightShares
    • United States
    • Financial Services
    • 1 - 100 Employee
    • RIA Sales Director
      • Jun 2022 - Present

      NightShares was created so that investors can capture the “Night Effect”, a historical source of differentiated returns and volatility within equities. The Night Effect is captured by separating out the risk and return differences between trading when markets are open (the “day”) and when they are closed (the “night”). An extensive body of research over many years has shown that investors frequently benefit from avoiding the volatile day sessions and investing in the period between market close and market open. NightShares allows investors to capture the Night Effect in US large cap and small cap equity. As the US equity market represents the single largest equity market in the world, NightShares provides investors the ability to harness the Night Effect across a wide range of portfolios and trading strategies. Show less

  • Integrity Viking Funds
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Regional Director
      • Oct 2019 - Jun 2022

      I work with Financial Advisors across all channels in the Mid-Atlantic Region, helping them utilize Integrity Viking's suite of highly rated mutual funds more efficiently; including Energy, Value, and ESG Strategies. I work with Financial Advisors across all channels in the Mid-Atlantic Region, helping them utilize Integrity Viking's suite of highly rated mutual funds more efficiently; including Energy, Value, and ESG Strategies.

  • WisdomTree Asset Management
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Regional Director - MidAtlantic
      • May 2006 - Oct 2019

      I educated financial professionals on effective usage of a wide range of ETF strategies, including non WisdomTree products. In addition, I helped Advisors integrate WisdomTree’s Advisor Solutions suite into their practice and act as a resource on business development, as well as client retention. I also consulted with advisors regularly regarding ongoing due diligence and research needs on WisdomTree ETF strategies and discuss future placement for our funds. I educated financial professionals on effective usage of a wide range of ETF strategies, including non WisdomTree products. In addition, I helped Advisors integrate WisdomTree’s Advisor Solutions suite into their practice and act as a resource on business development, as well as client retention. I also consulted with advisors regularly regarding ongoing due diligence and research needs on WisdomTree ETF strategies and discuss future placement for our funds.

  • ProFund Advisors LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Regional Sales Manager
      • Mar 2004 - May 2006

      I worked with Registered Investment Advisors and Independent Advisors on the appropriate integration of Profund’s strategies. Assisted in the creation and monitoring of portfolios to safely use their leveraged and inverse products for risk management and idea follow through. Developed seminars and training programs for RIAs and IBDs within my territory. I worked with Registered Investment Advisors and Independent Advisors on the appropriate integration of Profund’s strategies. Assisted in the creation and monitoring of portfolios to safely use their leveraged and inverse products for risk management and idea follow through. Developed seminars and training programs for RIAs and IBDs within my territory.

  • Calvert Research and Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Regional Marketing Director
      • Sep 1998 - Mar 2004

      I consulted with financial professionals on ways to implement programs that used Socially Responsible Investments for all, or parts of their client base. Set up conference calls with the Calvert Social Research Team and Advisors to assist with bringing on new retail clients. Assisted and communicated with External Partner frequently to insure aggressive coverage of our region I consulted with financial professionals on ways to implement programs that used Socially Responsible Investments for all, or parts of their client base. Set up conference calls with the Calvert Social Research Team and Advisors to assist with bringing on new retail clients. Assisted and communicated with External Partner frequently to insure aggressive coverage of our region

Education

  • University of Maryland College Park
    BS- Economics, Economics

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