National Sales Manager
Mr. Dan Colluccio serves as the National Sales Manager at WBI. He is responsible for increasing the distribution and sales of WBI’s separately managed account (SMA) portfolios, mutual funds, and exchange-traded funds to advisors, and overseeing the national sales force.
Mr. Colluccio has over 10 years of experience partnering with institutions and advisors on building efficient portfolios. Prior to his role as the National Sales Manager at WBI, he was WBI’s Director of Institutional Sales where he was responsible for overseeing sales and distribution in the firm’s institutional channels, as well as expanding and maintaining broker-dealer relationships. His leadership, tenacity, and positive energy made Colluccio the perfect fit for the National Sales Manager opportunity.
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 earned a Master of Business Administration in Finance and graduated with a Bachelor of Science in Finance and Economics from Fairleigh Dickinson University. He is a Certified Investment Management Analyst (CIMA) and currently maintains his FINRA Series 7, 24, and 66 licenses.