Daniel Cuevas

Daniel Cuevas Email and Phone Number

Head of Onboarding at AdvisorEngine @ AdvisorEngine
Daniel Cuevas's Location
Dallas-Fort Worth Metroplex, United States, United States
Daniel Cuevas's Contact Details

Daniel Cuevas personal email

n/a

Daniel Cuevas phone numbers

About Daniel Cuevas

Experienced Executive with a demonstrated history of working in the financial services industry. Skilled in Consulting, Management, Leadership, and Business Relationship Management. Strong skills in working with the RIA Industry and helping Advisors evolve their practices and increase their valuations through transitions, process improvements and client experience by having the right processes and having the right technology ecosystem.

Daniel Cuevas's Current Company Details
AdvisorEngine

Advisorengine

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Head of Onboarding at AdvisorEngine
Daniel Cuevas Work Experience Details
  • Advisorengine
    Head Of Onboarding
    Advisorengine Dec 2021 - Present
    Raleigh, North Carolina, Us
    View
  • Apex Clearing Corporation
    Leading Advisor Onboarding
    Apex Clearing Corporation Feb 2021 - Dec 2021
    Dallas, Texas, Us
    View
  • Fidelity Investments
    Vice President, Digital Strategy Consultant
    Fidelity Investments Oct 2018 - Sep 2020
    Boston, Ma, Us
    View
  • Td Ameritrade Institutional
    Director - Business Transition Services
    Td Ameritrade Institutional Jun 1996 - Oct 2018
    Jersey City, New Jersey, Us
    View

Daniel Cuevas Skills

Relationship Management Risk Management Securities Investment Advisory Financial Planning Alternative Investments Fixed Income Wealth Management Business Relationship Management Leadership Strategy Financial Services Hedge Funds Program Management Strategic Financial Planning Management Vendor Management Derivatives Strategic Planning

Daniel Cuevas Education Details

  • Mit Sloan School Of Management
    Mit Sloan School Of Management
    Operations And Value Chain Management
  • University Of Phoenix
    University Of Phoenix
    Bachelor Of Business Administration (B.B.A.)

Frequently Asked Questions about Daniel Cuevas

What company does Daniel Cuevas work for?

Daniel Cuevas works for Advisorengine

What is Daniel Cuevas's role at the current company?

Daniel Cuevas's current role is Head of Onboarding at AdvisorEngine.

What is Daniel Cuevas's email address?

Daniel Cuevas's email address is da****@****ade.com

What is Daniel Cuevas's direct phone number?

Daniel Cuevas's direct phone number is +120152*****

What schools did Daniel Cuevas attend?

Daniel Cuevas attended Mit Sloan School Of Management, University Of Phoenix.

What skills is Daniel Cuevas known for?

Daniel Cuevas has skills like Relationship Management, Risk Management, Securities, Investment Advisory, Financial Planning, Alternative Investments, Fixed Income, Wealth Management, Business Relationship Management, Leadership, Strategy, Financial Services.

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