Daniel Jones Email & Phone Number
Managing Director @ Cooper/Haims Advisors, LLC
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Daniel Jones Location
- Rochester, NY, US
Daniel Jones Work
- Managing Director @ (January 2025 - Present)
- Business Development Manager and Senior Financial Advisor @ (September 2022 - December 2024)
- Tax Team Lead, Senior Financial Advisor @ (November 2021 - September 2022)
- Director of Tax, Senior Financial Advisor @ (December 2018 - December 2021)
- Vice President, Director of Tax and Financial Planning @ Nixon Peabody Financial Advisors LLC (July 2017 - May 2018)
- Chief Compliance Officer @ Nixon Peabody Financial Advisors LLC (August 2015 - May 2018)
- Vice President, Senior Planner @ Nixon Peabody Financial Advisors LLC (May 2015 - June 2017)
- Senior Tax and Financial Planning Specialist @ (December 2014 - November 2018)
- Tax and Financial Planning Specialist @ Nixon Peabody Financial Advisors LLC (December 2014 - May 2015)
- Senior Tax Associate @ (July 2014 - December 2014)
- Tax Associate @ (July 2012 - July 2014)
- Financial Advisor @ (February 2006 - June 2012)
- Consultant @ (September 2005 - January 2006)
- Vice Chairman, Treasurer, and Chief Operating Officer @ Georgetown Univ. Alumni and Student Federal Credit Union (September 2001 - March 2005)
Daniel Jones Education
- The George Washington University School of Business
Master of Accountancy (Accounting)
2011-2011 - Georgetown University McDonough School of Business
BS in Business Administration (Accounting and Finance)
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 Financial Advisors LLC. 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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Top Cooper/Haims Advisors, LLC Employees
Jay Sullivan
Senior Portfolio Manager
Rochester, NY, US
Scott Shattuck
Senior Portfolio Strategy Analyst
Rochester, NY, US
Jared Haims
Lead Financial Advisor
New York, United States
Matthew Kelley
Chief Investment Officer
Rochester, NY, US
Dean Hutchinson
Senior Financial Advisor
Rochester, NY, US
Daniel Jones
Managing Director
Rochester, NY, US
Richard Bentley
Lead Financial Advisor
Victor, NY, US
Maria Sgro
Client Service Manager, Tax Administrator
Rochester, NY, US
Kris Christensen
Tax Specialist
Victor, NY, US
Omer Yildiz
Portfolio Strategy Analyst II
Rochester, NY, US
Benjamin Owens
Financial Advisor
Victor, NY, US
Xian Wong
Tax Manager and Financial Advisor
Rochester, NY, US
Tobey Sweezy
Client Services Manager
Ontario, NY, US
Andrea Ells
Senior Financial Advisor
West Henrietta, NY, US
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