Dan Romeo's Location
New York, United States
Dan Romeo's Work
- Private Client Advisor @ J.P. Morgan
- Private Banker @ Wells Fargo
- Private Client Banker @ JPMorgan Chase & Co.
- Consultant @ Morgan Stanley
- Operations Supervisor @ Double Rock Corporation
- Operations Supervisor @ The Reserve Funds
- Operations Controller @ Merrill Lynch
Dan Romeo's Education
- St. John's University
Dan Romeo's Skills
- Portfolio Management
- Banking
- Investments
- Asset Management
- Finance
- Financial Analysis
- Financial Services
Dan Romeo's Summary
Dan Romeo, based in New York, United States, is currently a Private Client Advisor at J.P. Morgan, bringing experience from previous roles at Wells Fargo, JPMorgan Chase Bank, N.A., Morgan Stanley Smith Barney and Double Rock Corporation. Dan Romeo holds a St. John's University. With a robust skill set that includes Portfolio Management, Banking, Investments, Asset Management, Finance and more, Dan Romeo contributes valuable insights to the industry. Dan Romeo has 2 emails on RocketReach.
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