Daniel Makepeace Email
Investment Operations and Data Specialist @ Kestra Investment Management
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Daniel Makepeace Location
- Austin, TX, US
Daniel Makepeace Work
- Investment Operations and Data Specialist @ (January 2025 - Present)
- Advisory Operations Specialist @ (May 2022 - January 2025)
- Client Services Consultant @ (April 2021 - May 2022)
- Financial Professional @ (April 2020 - April 2021)
- Accounting Intern @ Alan H Levi PC (May 2019 - August 2019)
Daniel Makepeace Education
- SMU Cox School of Business
Finance (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 Finance in Finance @ SMU Cox School of Business. Daniel Makepeace has 3 emails on RocketReach.
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