Daniel Locke Email & Phone Number
Audit Director - Asset and Wealth Management - Finance @ J.P. Morgan
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Daniel Locke Location
- New York, NY, US
Daniel Locke Work
- Audit Director - Asset and Wealth Management - Finance @ (March 2024 - Present)
- Audit Director - Asset and Wealth Management - Fiduciary Subject Matter Functional Expert @ (December 2022 - March 2024)
- Vice President - Asset and Wealth Management - Fiduciary Subject Matter Expert @ (July 2019 - December 2022)
- Vice President - Wealth Management - Audit Manager @ (October 2014 - July 2019)
- Vice President - Senior Audit Supervisor - Global Wealth and Investment Management @ (August 2010 - October 2014)
- Audit Manager @ (January 2005 - July 2010)
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 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Daniel Locke?
Find contact details for 700 million professionals.
Others Named Daniel Locke
Top J.P. Morgan Employees
Richard Chambers
Chief Marketing Officer Asset and Wealth Management
New York, NY, US
John Belle
Managing Director
New York, NY, US
Duncan Herrington
Managing Director, Investment Banking
New York, NY, US
David Rademeyer
Managing Director
New York, NY, US
Jeremy Meilman
Managing Director
New York, NY, US
Minoy Mathew
Managing Director of Software Engineering
New York, NY, US
Bret Perry
Managing Director
New York, NY, US
Michael Furlani
Managing Director - Energy Derivative Sales
New York, NY, US
Leslie Gardner
Managing Director and Assoc General Counsel
New York, NY, US
Kirill Kondrashin
Managing Director, Global Corporate Bank
New York, NY, US
David Guthrie
Managing Director and Wealth Partner
New York, NY, US
Graham Reichelt
Managing Director
New York, NY, US
Bryan Payne
Managing Director
New York, NY, US
Aaron Casden
Managing Director
New York, NY, US
Edinardo Figueiredo
CEO Private Bank Latin America at JPM
New York, NY, US
Mary Erdoes
Chief Executive Officer
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co