Asset managers and insurers rely on kasina to help them understand where the industry is going and what they must do to prepare for the future of distribution. “Joe knows exactly the kinds of challenges and opportunities facing asset managers, and I’m excited to have him as a part of our team,” says Steven Miyao, kasina’s CEO.
Mr. Dolan started his career working his way through college on the 4-to-12 shift on an inbound sales desk. Over his long and varied career, Joe has been a Financial Advisor, an Internal Wholesaler, a Sales Desk Manager, an External Wholesaler, a Relationship Manager, and a Divisional and National Sales Manager. Most recently, Joe was the Eastern Divisional Sales Manager for Legg Mason.
Mr. Dolan graduated from Hofstra University with a BS in Applied Economics. He is a Registered Principal, Series 24, and is currently studying for his CIMA and CAIA.
“Having been in the Asset Management industry for so long and having held such a wide variety of positions, Joe brings a perspective to our organization that will truly help us deliver on our singular goal - innovation in distribution,”
kasina's commitment to innovating distribution in the financial services industry has made it one of the most influential strategy consulting firms in its sector. kasina works with a wide variety of clients from five continents, including firms representing 90% of the U.S.'s total assets under management. An overview of services offered by kasina is available at www.kasina.com.