Daniel Malone Email & Phone Number
Private Client Advisor and Vice President of Investments @ J.P. Morgan Wealth Management
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Daniel Malone Location
- Massapequa, NY, US
Daniel Malone Work
- 2020 -now Private Client Advisor and Vice President of Investments @
- 2019 -2020 Vice President, Financial Advisor @
- 2016 -2019 Private Client Banker @
- 2015 -2016 Relationship Banker, Small Business Specialist @
- 2013 -2014 Personal Banker @
- 2012 -2013 Teller @
Daniel Malone Education
- The American College of Financial Services
Wealth Management Certified Professional® Program
2022-2023 - Farmingdale State College
Bachelor of Business Administration (BBA) (Business Administration and Management)
2011-2013 - Hartwick College
(Business Administration and Management, General)
2010-2011 - Wagner College
Bachelor of Business Administration (B.B.A.)
2009-2010
Daniel Malone Summary
- Daniel Malone, based in Massapequa, NY, US, is currently a Private Client Advisor and Vice President of Investments at J.P. Morgan Wealth Management. Daniel Malone brings experience from previous roles at JPMorgan Chase Bank, N.A.. Daniel Malone holds a 2022 - 2023 Wealth Management Certified Professional® Program @ The American College of Financial Services. Daniel Malone has 3 emails and 2 mobile phone numbers on RocketReach.
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