Daniel Grisham Email & Phone Number
Executive Director Market Director - Wealth Management at JP Morgan Wealth Management
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Daniel Grisham Location
- United States
Daniel Grisham Work
- Executive Director Market Director - Wealth Management at JP Morgan Wealth Management @ J.P. Morgan Wealth Management (January 2025 - Present)
- Executive Director, Senior Branch Manager @ (September 2021 - January 2025)
- First Vice President, Associate Manager, @ (February 2016 - September 2021)
- Assistant Vice President, Site Administration Manager @ (February 2014 - February 2016)
- Regional Supervisor @ (March 2013 - January 2014)
- Operations Analyst III @ (April 2006 - March 2013)
- Broker @ (March 2005 - April 2006)
- Licensed Financial Specialist II @ (October 2002 - March 2005)
- Financial Advisor @ (April 2000 - October 2001)
Daniel Grisham Education
- University of Phoenix
MBA
2003-2006 - Florida Agricultural and Mechanical University
Bachelor of Science (Actuarial Science)
1995-1999
Daniel Grisham Skills
- Leadership
- Analysis
- Finance
- Business Analysis
- Investments
- Financial Services
- Program Management
- Financial Analysis
- Financial Risk
- Business Planning
- Securities
- Budgets
- Insurance
- Project Planning
- Mutual Funds
- Trading
- Microsoft Excel
- PowerPoint
- Microsoft Word
- SharePoint
- Excel
- Word
- Training
- Coaching
- Community Outreach
- Team Leadership
- Strategic Leadership
- Relationship Management
- Compliance
- Community Service
- Youth Leadership
- Management
- Strategic Financial Planning
- Credit
- Wealth Management
- Uniform Combined State Law
- FINRA
- Uniform Combined State
- Strategic Financial
Daniel Grisham Summary
- Daniel Grisham, based in United States, is currently a Executive Director Market Director - Wealth Management at JP Morgan Wealth Management at J.P. Morgan Wealth Management. Daniel Grisham brings experience from previous roles at Wells Fargo Advisors. Daniel Grisham holds a 2003 - 2006 MBA @ University of Phoenix. With a robust skill set that includes Leadership, Analysis, Finance, Business Analysis, Investments and more. Daniel Grisham has 4 emails and 6 mobile phone numbers on RocketReach.
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