Daniel Cappell, C AI A
About Daniel Cappell, C AI A
Daniel Cappell is an Associate, Client Service Director at SEI in Toronto with over a decade of experience in the financial services industry, including roles at State Street Global Advisors, Sun Life Financial, and Richardson GMP.
Company
Daniel Cappell currently works at SEI as an Associate, Client Service Director. He joined SEI in November 2018 and has been contributing to the company from its Toronto office.
Title
As an Associate, Client Service Director, Daniel Cappell plays a crucial role in managing client relationships and ensuring service quality at SEI. He brings over a decade of experience in the financial services industry to his current role.
Career at State Street Global Advisors
Daniel Cappell worked at State Street Global Advisors as an Institutional ETF Analyst - SPDR ETFs from 2017 to 2018 in Toronto. During his tenure, he was involved in the analysis of institutional ETFs, contributing to the firm's ETF strategies and client solutions.
Career at Sun Life Financial
From 2013 to 2017, Daniel Cappell held the position of Inside Sales Representative at Sun Life Financial in Toronto. Over these four years, he gained extensive experience in sales, supporting the company's growth and client acquisition strategies.
Educational Background
Daniel Cappell has a diverse educational background. He is a Level 2 Candidate at the CFA Institute and a Charter Holder from the CAIA Association, acquired between 2017 and 2018. He studied Business/Commerce with a focus on Marketing Management - Financial Services at George Brown College from 2012 to 2013. Additionally, he completed a Bachelor of Arts Honours in Political Science and Public Policy from the University of Guelph, spanning from 2007 to 2011. Daniel also participated in an exchange program at Deakin University in 2011, studying Political Science and Government.