As Operations Manager, Dave Alves is responsible for supervising the group that delivers Cantella’s responsive and personalized service. The Operations team handles business processing, account management, and asset movement in collaboration with our clearing firm partners.
Dave specializes in streamlining workloads and working across departments to simplify procedures in order to increase business efficiency. He serves as a mentor and counselor to his staff by fully supporting and encouraging their professional development. Under his leadership, Operations is a model of efficiency, collaboration and procedural integration, known for its consistent and accurate service and support.
Dave has a wealth of experience in financial industry operations with Investors Capital, Merrill Lynch, and Signator Investors, Inc., where he managed the brokerage services and trading group call center. He holds Series 4, 7, 24, 53, and 66 licenses.
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