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Daniel Correia Location
New York, NY, US
Daniel Correia Work
Private Banker at J.P. Morgan Private Bank @ (June 2023 - Present)
VP - Private Banker - Citi Private Bank @ (March 2022 - June 2023)
Board Member @ (April 2026 - Present)
VP - Citi Private Bank @ (January 2022 - March 2022)
AVP - Citi Private Bank @ (January 2020 - January 2022)
Senior Associate Banker @ (September 2017 - January 2020)
Associate @ (August 2015 - September 2017)
Daniel Correia Education
Iona University
Daniel Correia Skills
Customer Service
Leadership
Time Management
Project Management
Public Speaking
Teamwork
Microsoft Excel
Management
Research
Microsoft Office
Microsoft Word
Bloomberg Terminal
E-Trade Financial
Fidelity Wealth Central
SQL Server Management Studio
CQG Terminal
Event Planning
Social Networking
Social Media
Sales
Problem Solving
Communication
Business Development
Data Analysis
Banking
Finance
Financial Services
Portuguese
Marketing
Business Administration
Client Relations
Account Management
Client Services
Salesforce.com
Workday
Bloomberg
Investments
Sales Management
Sales Operations
Direct Sales
Sales Process
Wealth Management
Wealth Management Services
Family Wealth Management
Private Bank
Private Banking
Marketing Strategy
Direct Marketing
Daniel Correia Summary
Daniel Correia, based in New York, NY, US, is currently a Private Banker at J.P. Morgan Private Bank at J.P. Morgan Private Bank. Daniel Correia brings experience from previous roles at Citi and Little Baby Face Foundation. Daniel Correia holds a Iona University. With a robust skill set that includes Customer Service, Leadership, Time Management, Project Management, Public Speaking and more. Daniel Correia has 3 emails and 3 mobile phone numbers on RocketReach.
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