Corient
Daniela Peña Reed is a skilled professional with a Bachelor's degree in Business Administration, specializing in Finance, from The University of Texas at San Antonio. Currently serving as a Data & Reporting Specialist and previously as a Trade Execution Specialist at Corient since October 2022, Daniela has accumulated extensive experience in the financial sector. Prior roles include Financial Advisor Assistant & Trader at Haven Wealth Group, LLC from March 2018 to October 2022, and various positions at The University of Texas at San Antonio, including Accounting Technician, Student Events Manager, and Resident Assistant, showcasing a diverse skill set in finance, reporting, and event management.
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Corient
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Corient combines the service, creativity, and objective advice of a boutique with the power of experienced advisors, extensive capabilities, and custom-built strategies to create a differentiated wealth experience. Corient is one of the largest integrated RIAs in the United States—with advisors across the country who have knowledge spanning the full spectrum of planning, investing, and money management disciplines. And, as fee-only fiduciaries, we are duty-bound to put you first.