Daniel Cuevas Email & Phone Number
Senior Manager @ Farther Finance
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Daniel Cuevas Location
- Texas, United States
Daniel Cuevas Work
- Senior Manager @ (December 2025 - Present)
- Head of Onboarding @ (December 2021 - December 2025)
- Leading Advisor Onboarding @ (February 2021 - December 2021)
- Vice President, Digital Strategy Consultant @ (October 2018 - September 2020)
- Director - Business Transition Services @ (June 1996 - October 2018)
Daniel Cuevas Education
- MIT Sloan School of Management
Executive Education Program - Certificate in Technology (Operations and Value Chain Management)
- University of Phoenix
Bachelor of Business Administration (B.B.A.)
Daniel Cuevas Skills
- Risk Management
- Wealth Management
- Strategic Financial Planning
- Strategy
- Financial Services
- Securities
- Relationship Management
- Hedge Funds
- Management
- Vendor Management
- Investment Advisory
- Derivatives
- Program Management
- Financial Planning
- Alternative Investments
- Business Relationship Management
- Fixed Income
- Leadership
- Strategic Planning
- Microsoft Office
- PowerPoint
- Business Analysis
- Microsoft Excel
- Process Improvement
Daniel Cuevas Summary
- Daniel Cuevas, based in Texas, United States, is currently a Senior Manager at Farther. Daniel Cuevas brings experience from previous roles at AdvisorEngine, Apex Clearing Corporation, Fidelity Investments and TD Ameritrade Institutional. Daniel Cuevas holds a Executive Education Program - Certificate in Technology in Operations and Value Chain Management @ MIT Sloan School of Management. With a robust skill set that includes Risk Management, Wealth Management, Strategic Financial Planning, Strategy, Financial Services and more. Daniel Cuevas has 2 emails and 3 mobile phone numbers on RocketReach.
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