Daniel Lampe Email & Phone Number
Private Client Advisor, VP @ J.P. Morgan
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Daniel Lampe Location
- Boulder, CO, US
Daniel Lampe Work
- 2018 -now Private Client Advisor, VP @
- 2017 -2018 Senior Private Client Advisor, VP @
- 2015 -2017 General Manager @
- 2012 -2015 Private Banker and Brokerage Associate @
- 2006 -2012 Portfolio Manager and Analyst @ Houston Asset Management, Inc.
Daniel Lampe Education
- University of Denver - Daniels College of Business
Bachelor of Science in Business Administration (Finance, General)
- College for Financial Planning
(CERTIFIED FINANCIAL PLANNERâ„¢)
Daniel Lampe Skills
- Market Analysis
- Financial Analysis
- Retirement Planning
- Cash Flow Forecasting
- Estate Planning
- Estate Tax Planning
- Inheritance Tax Planning
- Insurance Planning
- Client Communications
- Business Communications
- 529 Plans
- Team Leadership
- Organizational Leadership
- Team Building
- Account Management
- Risk Management
- Portfolio Management
- Model Portfolios
- Stock Market
- Stock Trading
- Stock Management
- Mutual Funds
- Stock Picking
- mutual fund analysis
- Social Media
- Technical Analysis
- Proposal Writing
- Writing Skills
- Microsoft Office
- Apple Macintosh
- Morningstar
- Gmail
- Market Research
- Online Research
- Research
- Private Wealth Management
- 401k
- Retirement Income Strategies
- Investments
- Investment Advisory
- Series 7
- Tax Reduction Strategies
- General Insurance
- Licensed Life & Health Insurance Agent
- Fixed Annuities
- Series 6
- Series 63
- Asset Allocation
- Insurance
- Banking
- Microsoft Word
- Organizational
- Management
- Marketing
- Licensed Life and Health Insurance Agent
- Licensed Life and Health
- Sales
- Project Management
- Retirement Income
- Private Wealth
Daniel Lampe Summary
- Daniel Lampe, based in Boulder, CO, US, is currently a Private Client Advisor, VP at J.P. Morgan. Daniel Lampe brings experience from previous roles at Bank of the West, TurnKey Vacation Rentals, Wells Fargo and Houston Asset Management, Inc.. Daniel Lampe holds a Bachelor of Science in Business Administration in Finance, General @ University of Denver - Daniels College of Business. With a robust skill set that includes Market Analysis, Financial Analysis, Retirement Planning, Cash Flow Forecasting, Estate Planning and more. Daniel Lampe has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Daniel Lampe?
Find contact details for 700 million professionals.
Others Named Daniel Lampe
Daniel Lampe
President
Naples, FL, US
Daniel Lampe
Senior Performance Improvement Consultant
St. Louis, MO, US
Daniel Lampe
PDG
France
Daniel Lampe
Key Account Manager
Switzerland
Daniel Lampe
Editor
Heidelberg, BW, DE
Danny Lampe
Operation Supervisor
Waxahachie, TX, US
Top J.P. Morgan Employees
Richard Chambers
Chief Marketing Officer Asset and Wealth Management
New York, NY, US
Caitlin Simon
Managing Director
New York, NY, US
Ryland McClendon
Managing Director
New York, NY, US
Scott Glowinski
Managing Director, Investment Banking
New York, NY, US
Duncan Herrington
Managing Director, Investment Banking
New York, NY, US
Oli Harris
Managing Director | Global Head of Kinexys by J.P. Morgan
New York, NY, US
Joe Pedone
Chief Technology Officer, Asset and Wealth Management
New York, NY, US
John Hunt
Chief Executive Officer Institutional Americas
New York, NY, US
Erin King
CIO, Global Banking at JP Morgan
Atlanta, GA, US
Mary Erdoes
Chief Executive Officer
New York, NY, US
Vivek Bapat
Chief Marketing Officer
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co