Daniel MacIntyre
Operations Analyst
Daniel assists in running day-to-day operations for IWS. He audits accounts for accuracy, monitors cash levels, and tracks portfolio drift to surface rebalancing opportunities. He also prepares trades for execution and builds the reporting and analytics the investment team works from. Daniel partners with advisors across the firm to turn their requests around quickly and keep the client experience consistent.
Daniel studied finance at James Madison University, graduating Magna Cum Laude. He joined Waterloo with a background in financial planning software, knowledge he applies across the firm's operational systems.
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