Daniel Morales Email & Phone Number
Senior Vice President - Capital Markets @ Bancroft Capital, LLC
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Daniel Morales Location
- New York, NY, US
Daniel Morales Work
- 2023 -now Senior Vice President - Capital Markets @
- 2021 -2023 Vice President - Private Client Advisor @
- 2019 -2021 Vice President - Financial Advisor @
- 2018 -2019 New York Advocate @
- 2012 -2018 Vice President - Institutional Sales @
- 2006 -2014 Sergeant of Marines @
Daniel Morales Education
- Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.) (Finance and Financial Management Services)
- State University of New York at Binghamton
Bachelor's degree (Philosophy, Politics and Law)
Daniel Morales Skills
- Valuation
- Sales Management
- Project Management
- Public Speaking
- Fixed Income
- Investment Strategies
- Financial Modeling
- Bloomberg
- Series 7
- Military Operations
- Military
- Securities
- Investment Banking
- Equities
- Bloomberg Terminal
- Intelligence Analysis
- Military Training
- Financial Analysis
- Military Experience
- Counterterrorism
- Series 66
- Asset Allocation
- Leadership Development
- Asset Management
- PowerPoint
- Team Leadership
- Uniform Combined State Law
- Finance
- Risk Management
- Investments
- FINRA
- Trading
- Mutual Funds
- Training
- Capital Markets
- Alternative Investments
- Strategy
- Research
- Security Clearance
- Hedge Funds
- Management
- Leadership
- Financial Services
- Marketing
Daniel Morales Summary
- Daniel Morales, based in New York, NY, US, is currently a Senior Vice President - Capital Markets at Bancroft Capital, LLC. Daniel Morales brings experience from previous roles at JPMorgan Chase Bank, N.A., Raymond James, Veterans In Business (VIB) Network and Drexel Hamilton, Inc. Daniel Morales holds a Master of Business Administration (M.B.A.) in Finance and Financial Management Services @ Fordham University - Graduate School of Business Administration. With a robust skill set that includes Valuation, Sales Management, Project Management, Public Speaking, Fixed Income and more. Daniel Morales has 1 emails on RocketReach.
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