Daniel Norup

Daniel Norup, CFA has extensive work experience in the financial industry. Daniel is currently serving as the Director Head of Capital Markets at Betterment, where they oversee the company's capital markets operations. Prior to this role, they worked as the Director of Trading at Betterment, where they successfully managed and executed trading activities.

Before joining Betterment, Daniel worked at International Value Advisers for a significant part of their career. Daniel started as a Trader, executing equity, fixed income, and commodity trades for the firm's accounts. Daniel utilized trade cost analysis, algorithmic trading, and deep market knowledge to achieve the best execution outcomes. In addition, they provided market news updates and pertinent information to the Portfolio Managers and analysts.

At International Value Advisers, Daniel also held the position of Operations Manager. In this role, they executed foreign exchange transactions for timely settlement and hedging purposes. Daniel was responsible for implementing cash management strategies, including commercial paper and U.S. Treasury securities.

Earlier in their career, Daniel served as a Trader at Dolphin Limited Partnership, where they gained valuable experience in trading activities.

Overall, Daniel Norup, CFA has demonstrated expertise in capital markets, trading, market analysis, and cash management throughout their professional journey.

Daniel Norup, CFA holds a Bachelor's degree in Finance, General from Quinnipiac University, which they obtained between 2003 and 2007. In addition, they have obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute in August 2017. It is not specified whether they obtained the Series 24 and Series 7 certifications from FINRA, but the information provided suggests that they may have pursued or acquired these certifications at some point.