Daniel Caputo
About Daniel Caputo
Daniel Caputo is a Sales Director at Mutual of Omaha, where he has worked since 2019 in the Greater Nashville Area. He has over 30 years of experience in the financial services industry, having held various leadership roles at several firms.
Work at Mutual of Omaha
Daniel Caputo has served as Sales Director at Mutual of Omaha since 2019. In this role, he operates in the Greater Nashville Area, TN. His responsibilities include overseeing sales strategies and managing client relationships. He offers securities and advisory services through Mutual of Omaha Investor Services, Inc., which is a member of FINRA and SIPC. Caputo emphasizes teamwork and professionalism in his approach to sales and client service.
Education and Expertise
Daniel Caputo studied at Lake Forest College, where he earned a Bachelor of Arts degree from 1983 to 1986. With over 30 years of experience in the financial services industry, he has developed expertise in sales management and client advisory services. His educational background complements his extensive professional experience, which includes various leadership roles in financial institutions.
Background in Financial Services
Before joining Mutual of Omaha, Daniel Caputo held several significant positions in the financial services sector. He worked as Managing Director/Branch Manager at ED&F Man Capital Markets Inc. from 2015 to 2016. Prior to that, he served as Regional Vice President - District Manager at AXA Advisors, LLC from 2017 to 2019. His earlier experience includes a 16-year tenure at MF Global Inc. as Senior Vice President, Director of Broker/Dealer Services, and a 5-year role as Managing Director at CCM Securities, a Bluefin Company.
Professional Values and Advocacy
Daniel Caputo is known for his high integrity and professionalism in the financial services industry. He has a strong desire to help others succeed, which is reflected in his leadership style. Caputo advocates for purpose, inclusion, and diversity as essential components of professional practice. He is also licensed to offer insurance services in Tennessee, further expanding his ability to assist clients.