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Daniel Roh Location
Fort Lee, NJ, US
Daniel Roh Work
1999 -now Executive Director - Private Client Advisor at J.P. Morgan Wealth Management @
1996 -1999 Financial Advisor @
1991 -1996 Financial Services Consultant @ M.S. Farrell
Daniel Roh Education
College for Financial Planning
Master's Degree (Financial Planning and Services)
2003-2005
Cornell University
Bachelor's degree (Business Administration and Management, General)
1985-1989
Daniel Roh Skills
Microsoft Office
Microsoft Excel
Team Building
Strategy
Business Development
Daniel Roh Summary
Daniel Roh, based in Fort Lee, NJ, US, is currently a Executive Director - Private Client Advisor at J.P. Morgan Wealth Management at J.P. Morgan Wealth Management. Daniel Roh brings experience from previous roles at Janney Montgomery Scott and M.S. Farrell. Daniel Roh holds a 2003 - 2005 Master's Degree in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Microsoft Office, Microsoft Excel, Team Building, Strategy, Business Development and more. Daniel Roh has 2 emails on RocketReach.
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