Daniel Cuevas Email & Phone Number
Senior Manager @ Farther Finance
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Daniel Cuevas Location
- Texas, United States
Daniel Cuevas Work
- 2025 -now Senior Manager @
- 2021 -2025 Head of Onboarding @
- 2021 -2021 Leading Advisor Onboarding @
- 2018 -2020 Vice President, Digital Strategy Consultant @
- 1996 -2018 Director - Business Transition Services @
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
- 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 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.
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