Daniel Makepeace Email

Investment Operations and Data Specialist @ Kestra Investment Management

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Daniel Makepeace Location

Austin, TX, US

Daniel Makepeace Work

2025 - now Investment Operations and Data Specialist @ Kestra Investment Management
2022 - 2025 Advisory Operations Specialist @ Kestra Financial
2021 - 2022 Client Services Consultant @ Wells Fargo

2020 - 2021 Financial Professional @ Equitable Advisors
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2019 - 2019 Accounting Intern @ Alan H Levi PC

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Daniel Makepeace Education

Southern Methodist University - Cox School of Business
(Finance)
2016 - 2020
Collegiate School
2013 - 2016

Daniel Makepeace Summary

Daniel Makepeace, based in Austin, TX, US, is currently a Investment Operations and Data Specialist at Kestra Investment Management. Daniel Makepeace brings experience from previous roles at Kestra Financial, Wells Fargo, Equitable Advisors and Alan H Levi PC. Daniel Makepeace holds a 2016 - 2020 Southern Methodist University - Cox School of Business. Daniel Makepeace has 2 emails on RocketReach.

Daniel Makepeace Emails

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