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 @
- 2022 -2025 Advisory Operations Specialist @
- 2021 -2022 Client Services Consultant @
- 2020 -2021 Financial Professional @
- 2019 -2019 Accounting Intern @ Alan H Levi PC
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.
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