Dan O'Connor, CAIA, currently serves as the Director of Institutional Partnerships - Americas at CFA Institute since May 2014. Prior experience includes roles as Senior Vice President of Alternative Investment Sales at City National Rochdale, Head of North American Development & Investor Relations at FQS Capital Partners, and Senior Managing Director at Asset Alliance Corporation, where responsibilities centered on marketing alternative investment products. Additionally, Dan held positions at Citigroup Alternative Investments as a Sales Director and wholesaler, and began the career as a Senior Client Services Representative at Alliance Capital Management. Dan O'Connor holds an MBA in Finance and International Business from Fordham Gabelli School of Business and a BS in Psychology and Economics from Tulane University.
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