Dylan Tito
Regional Vice President at Halo Investing- Claim this Profile
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Bio
Credentials
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Behavioral Financial Advisor (BFA™)
Kaplan Financial EducationFeb, 2020- Sep, 2024 -
National Social Security Advisor
Premier NSSAMay, 2019- Sep, 2024 -
Life and Health Insurance License
California Department of Insurance -
Series 63
FINRA (Financial Industry Regulatory Authority) -
Series 65
FINRA (Financial Industry Regulatory Authority) -
Series 7
FINRA (Financial Industry Regulatory Authority)
Experience
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Halo Investing
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United States
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Financial Services
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100 - 200 Employee
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Regional Vice President
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Dec 2022 - Present
Halo Investing is the first independent, multi-issuer technology platform for structured notes, Buffered ETFs and Fee Based Annuities in the United States. Specifically, Halo offers wealth managers, banks, and intermediaries all around the world a next-generation structured note marketplace, electronically connecting them to the major global issuers. The marketplace also provides a full suite of artificial intelligence-driven compliance, education, content/ideas, and analytics engines, with point-and-click execution. Show less
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Equitybee
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United States
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Financial Services
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1 - 100 Employee
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Institutional Investor Relations Manager
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Dec 2021 - Dec 2022
I partner with Family Offices, RIAs, Broker Dealers, Venture Capital, and Private Equity firms to provide access to pre-IPO companies and private markets. I'm based out of California and partner with industry leading investment management firms across the country. For a list of current pre-IPO companies available on our platform feel free to contact me directly at Dylan@equitybee.com I partner with Family Offices, RIAs, Broker Dealers, Venture Capital, and Private Equity firms to provide access to pre-IPO companies and private markets. I'm based out of California and partner with industry leading investment management firms across the country. For a list of current pre-IPO companies available on our platform feel free to contact me directly at Dylan@equitybee.com
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iM Global Partner
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France
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Financial Services
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1 - 100 Employee
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Director - Distribution (Pacific Northwest)
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Dec 2020 - Dec 2021
I partner with financial advisors in California, Washington and Oregon and distribute ETFs, Mutual Funds, SMAs and Model Portfolios. Our partners include Polen Capital, Richard Bernstein Advisors, Litman Gregory, Scharf Investments, Dolan McEniry, Asset Preservation Advisors, Dynamic Beta and others. I partner with financial advisors in California, Washington and Oregon and distribute ETFs, Mutual Funds, SMAs and Model Portfolios. Our partners include Polen Capital, Richard Bernstein Advisors, Litman Gregory, Scharf Investments, Dolan McEniry, Asset Preservation Advisors, Dynamic Beta and others.
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CUNA Mutual Group
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United States
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Financial Services
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700 & Above Employee
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Regional Vice President
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Nov 2019 - Dec 2020
Partnering with financial advisors in Northern CA, NV, OR and WA to create resilient portfolios by leveraging industry leading products, market insights, and client seminars. Leading distribution of Variable, Fixed Index, Structured and Fixed Annuities for the West Coast. Partnering with financial advisors in Northern CA, NV, OR and WA to create resilient portfolios by leveraging industry leading products, market insights, and client seminars. Leading distribution of Variable, Fixed Index, Structured and Fixed Annuities for the West Coast.
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Protective Life
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United States
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Insurance
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700 & Above Employee
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Regional Director
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Aug 2017 - Nov 2019
Gold Level Producer ($100M+ in production) with Protective Life - I represent Fixed, Fixed Index and Variable Annuities for Protective Life throughout Northern CA and Northern NV. We help financial advisors find the most relevant solutions based on market conditions, client objectives, time frame and risk tolerance. Gold Level Producer ($100M+ in production) with Protective Life - I represent Fixed, Fixed Index and Variable Annuities for Protective Life throughout Northern CA and Northern NV. We help financial advisors find the most relevant solutions based on market conditions, client objectives, time frame and risk tolerance.
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BlackRock
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United States
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Financial Services
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700 & Above Employee
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Vice President - Investment Management Consultant
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Aug 2016 - Jul 2017
As a dedicated BlackRock wholesaler, I represented Mutual Funds, iShares and SMAs for financial advisors in the Independent and Bank Channel. We create resilient portfolios by leveraging the broadest array of investment solutions, portfolio construction tools and market insights. Our goal is to help you better understand risks, manage overall portfolio costs and build portfolios that help bring your clients closer to their investment goals. As a dedicated BlackRock wholesaler, I represented Mutual Funds, iShares and SMAs for financial advisors in the Independent and Bank Channel. We create resilient portfolios by leveraging the broadest array of investment solutions, portfolio construction tools and market insights. Our goal is to help you better understand risks, manage overall portfolio costs and build portfolios that help bring your clients closer to their investment goals.
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First Trust
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United States
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Investment Management
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700 & Above Employee
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Internal Wholesaler
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Aug 2015 - Jul 2016
Leading distribution of First Trust’s UITs, ETFs and Structured Products. We offer innovative, high quality, cost-effective investment solutions to financial advisors, RIAs and Family Offices. Leading distribution of First Trust’s UITs, ETFs and Structured Products. We offer innovative, high quality, cost-effective investment solutions to financial advisors, RIAs and Family Offices.
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Education
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University of Missouri-Columbia
Bachelor's Degree, Finance and Banking -
Saint Ignatius College Prep
Community
