Daniel Jones Email & Phone Number
Managing Director @ Cooper/Haims Advisors, LLC
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Daniel Jones Location
- Rochester, NY, US
Daniel Jones Work
- 2025 -now Managing Director @
- 2022 -2024 Business Development Manager and Senior Financial Advisor @
- 2021 -2022 Tax Team Lead, Senior Financial Advisor @
- 2018 -2021 Director of Tax, Senior Financial Advisor @
- 2014 -2018 Senior Tax and Financial Planning Specialist @
- 2017 -2018 Vice President, Director of Tax and Financial Planning @ Nixon Peabody Financial Advisors LLC
- 2015 -2018 Chief Compliance Officer @ Nixon Peabody Financial Advisors LLC
- 2015 -2017 Vice President, Senior Planner @ Nixon Peabody Financial Advisors LLC
- 2014 -2015 Tax and Financial Planning Specialist @ Nixon Peabody Financial Advisors LLC
- 2014 -2014 Senior Tax Associate @
- 2012 -2014 Tax Associate @
- 2006 -2012 Financial Advisor @
- 2005 -2006 Consultant @
- 2001 -2005 Vice Chairman, Treasurer, and Chief Operating Officer @ Georgetown Univ. Alumni and Student Federal Credit Union
Daniel Jones Education
- The George Washington University - School of Business
Master of Accountancy (Accounting)
2011-2011 - Georgetown University - The McDonough School of Business
BS in Business Administration (Georgetown University Alumni and Student Federal Credit Union)
2001-2005 - Oswego High School 1997-2001
Daniel Jones Skills
- Tax
- Financial Planning
- Wealth Management
- Accounting
- Investments
- Retirement Planning
- Tax Preparation
- Scuba Diving
Daniel Jones Summary
- Daniel Jones, based in Rochester, NY, US, is currently a Managing Director at Cooper/Haims Advisors, an ESL Company. Daniel Jones brings experience from previous roles at Cooper/Haims Advisors, an ESL Company and Nixon Peabody LLP. Daniel Jones holds a 2011 - 2011 Master of Accountancy in Accounting @ The George Washington University - School of Business. With a robust skill set that includes Tax, Financial Planning, Wealth Management, Accounting, Investments and more. Daniel Jones has 2 emails and 5 mobile phone numbers on RocketReach.
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