Daniel Locke Email & Phone Number
Audit Director - Asset and Wealth Management - Finance @ J.P. Morgan
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Daniel Locke Location
- New York, NY, US
Daniel Locke Work
- 2024 - now Audit Director - Asset and Wealth Management - Finance @
- 2022 - 2024 Audit Director - Asset and Wealth Management - Fiduciary Subject Matter Functional Expert @
- 2019 - 2022 Vice President - Asset and Wealth Management - Fiduciary Subject Matter Expert @
- 2014 - 2019 Vice President - Wealth Management - Audit Manager @
- 2010 - 2014 Vice President - Senior Audit Supervisor - Global Wealth and Investment Management @
- 2005 - 2010 Audit Manager @
Daniel Locke Education
- D'Amore-McKim School of Business at Northeastern University
Master of Science of Accountancy (Accounting and Business/Management)
2005 - 2006 - UMass Boston
B.S. Science (Accounting)
2001 - 2004
Daniel Locke Skills
- Financial Analysis
- GAAP
- Financial Accounting
- CPA
- Financial Modeling
- Internal Audit
- Due Diligence
- Tax
- Financial Statements
- General Ledger
- Corporate Tax
- Valuation
- Sarbanes-Oxley Act
- Employee Benefits
- Disaster Recovery
- SEC filings
- Alternative Investments
- Not for Profit
- Defined Benefit
- Defined Contribution
- Banking
- Private Banking
- Wealth Management Services
- Options Strategies
- Equity Trading
- Commercial Banking
- Journal Entries
- BOLI
Daniel Locke Summary
- Daniel Locke, based in New York, NY, US, is currently a Audit Director - Asset and Wealth Management - Finance at J.P. Morgan. Daniel Locke brings experience from previous roles at J.P. Morgan and Bank of America. Daniel Locke holds a 2005 - 2006 Master of Science of Accountancy in Accounting and Business/Management @ D'Amore-McKim School of Business at Northeastern University. With a robust skill set that includes Financial Analysis, GAAP, Financial Accounting, CPA, Financial Modeling and more. Daniel Locke has 2 emails and 1 mobile phone numbers on RocketReach.
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Daniel Locke
Audit Director - Asset and Wealth Management - Finance
New York, NY, US
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