Daniel Cuevas Email & Phone Number

Senior Manager @ Farther Finance

5 free lookup(s).

Daniel Cuevas Location

Texas, United States

Daniel Cuevas Work

2025 - now Senior Manager @ Farther Finance
2021 - 2025 Head of Onboarding @ AdvisorEngine
2021 - 2021 Leading Advisor Onboarding @ Apex Clearing

2018 - 2020 Vice President, Digital Strategy Consultant @ Fidelity Investments
1996 - 2018 Director - Business Transition Services @ TD Ameritrade Institutional

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Daniel Cuevas Education

Massachusetts Institute of Technology - Sloan School of Management
University of Phoenix

Daniel Cuevas Skills

Risk Management
Wealth Management
Strategic Financial Planning

Strategy
Financial Services
Securities
Relationship Management
Hedge Funds
Management
Vendor Management

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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 Massachusetts Institute of Technology - 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.

Daniel Cuevas Emails

Found 2 emails

Daniel Cuevas Phone Numbers

Found 5 phone numbers

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Others Named Daniel Cuevas

Daniel Cuevas

Managing Director Philip Morris Iberia cluster at Philip Morris International

Madrid, ES
1
- pmi.com
2
- +39 06 8544 XXXX
- +39 342 890 XXXX

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Christian Pierce

Vice President, Wealth Advisor at Farther Finance

New York, NY, US
4
- gmail.com
- sbcglobal.net
- fartherfinance.com
- farther.com
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- +1 860-877-XXXX
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David Darby

Managing Director of Investment Strategy at Farther Finance

Palm Beach Gardens, FL, US
2
- farther.com
- dgwealthpartners.com
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- +1 718-858-XXXX
- +1 347-385-XXXX
- +1 212-204-XXXX
- +1 561-249-XXXX

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