Private Wealth Group Director, VP @ (January 2024 - August 2025)
Group Director, AVP @ (August 2021 - January 2024)
Business Operations Officer, AVP @ (April 2020 - August 2021)
Registered Associate @ (June 2018 - April 2020)
Client Service Professional @ (January 2017 - June 2018)
Lead Marine Electrician @ (July 2016 - January 2017)
Sales Associate @ (July 2010 - January 2016)
Daniel Matthews Education
Harvard University 2025-2026
Washington State University
Bachelor of International Business, Bachelor of Marketing (Business)
2012-2016
Universitat Politècnica de València (UPV)
(International Business)
2015
Daniel Matthews Skills
Key Performance Indicators
Project Management
Project Planning
Agile Project Management
Program Management
Management
Team Management
Change Management
Operations Management
Customer Relationship Management (CRM)
Customer Service
Merchandising
Microsoft Office
Retail
Microsoft Word
Leadership
Marketing
PowerPoint
Public Speaking
Time Management
Event Planning
Social Networking
Social Media
Microsoft Excel
Business Development
Partner Relationship Management
Mergers & Acquisitions (M&A)
Stakeholder Management
Daniel Matthews Summary
Daniel Matthews, based in Kirkland, WA, US, is currently a Private Wealth Chief of Staff, VP at Morgan Stanley. Daniel Matthews brings experience from previous roles at Morgan Stanley. Daniel Matthews holds a 2025 - 2026 Harvard University. With a robust skill set that includes Key Performance Indicators, Project Management, Project Planning, Agile Project Management, Program Management and more. Daniel Matthews has 2 emails and 2 mobile phone numbers on RocketReach.
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