Daniel Cuevas

Daniel Cuevas has extensive work experience in the financial industry. Daniel began their career at TD Ameritrade Institutional in 1996, where they held the role of Director - Business Transition Services for over 22 years. In 2018, they joined Fidelity Investments as Vice President, Digital Strategy Consultant, a position they held until 2020. In 2021, Cuevas moved on to Apex Clearing Corporation, where they led advisor onboarding until December of that year. Currently, they are the Head of Platform Client Success at AdvisorEngine.

Daniel Cuevas has completed an Executive Education Program - Certificate in Technology, Operations and Value Chain Management from MIT Sloan School of Management. Daniel has also obtained a Bachelor of Business Administration (B.B.A.) degree from the University of Phoenix. In addition to their degrees, Daniel has obtained several certifications including an Executive Certificate in Technology, Operations, and Value Chain Management from MIT Sloan Executive Education, Series 4, Series 63, Series 7, Series 9, and Series 10 certifications from FINRA. The specific months and years in which these certifications were obtained are not provided.