Daniel Tafoya Email & Phone Number
Global Head of Morgan Money Software as a Service @ J.P. Morgan Asset Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Daniel Tafoya Location
- Boston, MA, US
Daniel Tafoya Work
- Global Head of Morgan Money Software as a Service @ (December 2024 - Present)
- Investment Platform Specialist @ (January 2024 - Present)
- Platform Specialist @ (September 2021 - January 2024)
- Project Manager @ (June 2020 - September 2021)
- Global Liquidity Client Account Manager @ (February 2018 - June 2020)
- Team Lead - Shareholder Services @ (March 2016 - February 2018)
- Shareholder Services @ (January 2015 - March 2016)
- Living Balance Sheet Specialist @ Consortium Financial Group (August 2014 - March 2015)
- Benefits Specialist @ (November 2013 - May 2014)
- Maintenance @ (January 2009 - March 2013)
- Agent @ surace-smith AIL (January 2013 - January 2013)
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 mobile phone numbers on RocketReach.
Looking for a different Daniel Tafoya?
Find contact details for 700 million professionals.
Others Named Daniel Tafoya
Daniel Tafoya
Wealth Planning Consultant, Senior Specialist
Colorado Springs, CO, US
Dan Tafoya
Regional Vice President of Sales
Orange, CA, US
Daniel Tafoya
Technical Writer
Santa Monica, CA, US
Daniel Tafoya
President
Las Vegas, NV, US
Daniel Tafoya
Gerente de logística y transporte de división agroindustrial
La Piedad, Mich., MX
Daniel Tafoya
Flex Tech Field Supervisor
Denver, CO, US
Top J.P. Morgan Asset Management Employees
John Harrington
Managing Director, Global Head of ETF Product
New York, NY, US
Matthew Galati
Managing Director
New York, NY, US
Kartika Chaudhary
Managing Director
New York, NY, US
Jim Reidy
Managing Director
New York, NY, US
Jon Glennie
CTO - Global Liquidity
New York, NY, US
Dan Mitaro
Managing Director
New York, NY, US
Daniel Galinko
Managing Director
New York, NY, US
Evan Sotiriou
Chief Operating Officer and Chief Financial Officer
New York, NY, US
Peter Walshe
COO, Multi Asset Solutions and Global ETF's
New York, NY, US
Michael Cembalest
Chairman of Market and Investment Strategy
New York, NY, US
John Donohue
CEO, Americas and Global Liquidity Head
New York, NY, US
Jamie Kramer
CIO, Global Head of Multi-Asset Solutions
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co