Daniel Schwede
Assistant, Client Operations
Mr. Schwede joined Ancora in 2026 and is responsible for providing operational support to Ancora’s clients and the operations team, assisting with account documentation, operational functions and client support. His background managing high-volume client relationships and coordinating complex, multi-step processes brings a client-focused approach that he carries into his work with the team.
Prior to joining Ancora, Daniel was a manager trainee with 84 Lumber, where he supported customer operations. He previously served as an onboarding specialist with Equity Trust Company, acting as the primary point of contact for clients opening IRA accounts and managing account onboarding, funding and cross-functional coordination. Daniel also has experience in business development, outside and inside sales roles. Daniel earned a Bachelor’s degree from Cleveland State University.
