Daniel Tafoya Email & Phone Number
Global Head of Morgan Money Software as a Service @ J.P. Morgan Asset Management
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Daniel Tafoya Location
- Boston, MA, US
Daniel Tafoya Work
- 2024 -now Global Head of Morgan Money Software as a Service @
- 2024 -now Investment Platform Specialist @
- 2021 -2024 Platform Specialist @
- 2020 -2021 Project Manager @
- 2018 -2020 Global Liquidity Client Account Manager @
- 2016 -2018 Team Lead - Shareholder Services @
- 2015 -2016 Shareholder Services @
- 2014 -2015 Living Balance Sheet Specialist @ Consortium Financial Group
- 2014 -2014 Financial Representative @
- 2013 -2014 Benefits Specialist @
- 2009 -2013 Maintenance @
- 2013 -2013 Agent @ surace-smith AIL
Daniel Tafoya Education
- The Ohio State University
Bachelor of Arts (B.A.) (World Economy and Business)
2009-2013 - Johnson County Community College
Associate's degree (Educational Leadership and Administration, General)
2006-2008
Daniel Tafoya Skills
- Territory Management
- Sales Strategy
- Sales Growth
- Financial Sales
- Rich Internet Application (RIA)
- Wealth Management Services
- Professional Services Industries
- Practice Management
- Organizational Initiatives
- Key Performance Indicators
- Custody Evaluations
- Attitude Change
- 63 Licenses
- Communication
- Business Relationship Management
- Microsoft Office
- Customer Service
- Business Development
- Employee Relations
- Performance Management
- Management
- Written & Verbal Communication Abilities
- Leadership
- Recruiting
- Time Management
- Organizational Development
- Leadership Development
- Insurance
- Public Speaking
- Microsoft Excel
- Social Media
- Sales
- PowerPoint
- Marketing
- Microsoft Word
- Team Building
- Financial Services
- Strategic Planning
- Talent Acquisition
- Written and Verbal Communication Abilities
Daniel Tafoya Summary
- Daniel Tafoya, based in Boston, MA, US, is currently a Global Head of Morgan Money Software as a Service at J.P. Morgan Asset Management. Daniel Tafoya brings experience from previous roles at J.P. Morgan Asset Management. Daniel Tafoya holds a 2009 - 2013 Bachelor of Arts (B.A.) in World Economy and Business @ The Ohio State University. With a robust skill set that includes Territory Management, Sales Strategy, Sales Growth, Financial Sales, Rich Internet Application (RIA) and more. Daniel Tafoya has 2 emails and 2 mobile phone numbers on RocketReach.
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