Michael Daniels Email & Phone Number
Managing Director - Wealth Management Trusts and Estates and Tax Operations @ J.P. Morgan
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Michael Daniels Location
- Newark, DE, US
Michael Daniels Work
- 2020 - now Managing Director - Wealth Management Trusts and Estates and Tax Operations @
- 2017 - 2020 Executive Director -- Wealth Management Tax Operations @
- 2007 - 2017 Chief Operating Officer @ Wilmington Trust Investment Advisors, Inc.
- 2007 - 2017 Chief Operating Officer @ Wilmington Funds (f/k/a MTB Funds and Wilmington Funds)
- 2007 - 2017 Administrative Vice President @
- 2006 - 2007 Senior Vice President - Head of Fund Administration @ Mercantile Safe - Deposit and Trust Company (Acquired by PNC Bank in 2007)
- 2006 - 2007 Treasurer and Principal Officer - Mutual and Hedge Funds @ Mercantile Safe - Deposit and Trust Company (Acquired by PNC Bank in 2007)
- 2006 - 2007 Senior Vice President -- Chief Operating Officer @ Mercantile Capital Advisors, Inc.
- 2004 - 2006 Vice President - Tax Director; Head of Hedge Fund Accounting and Operations @ Calamos Asset Management, Inc.
- 2002 - 2004 Vice President - Tax, Securities and Accounting Operations @ JP Morgan Private Bank
- 1999 - 2002 Vice President - Tax Director and Hedge Fund Administration @
- 1998 - 1999 Fund Tax Director @ Franklin Templeton
- 1991 - 1998 Senior Tax Manager; Fund Accountant; Tax Compliance Specialist-Transfer Agency @ T Rowe Price
Michael Daniels Education
- University of Baltimore
Masters of Science (Taxation)
1994 - 1997 - University of Maryland Baltimore County
Bachelor of Arts (Economics)
1987 - 1991
Michael Daniels Skills
- Financial Analysis
- Asset Management
- Tax Compliance
- Tax
- Financial Services
- Capital Markets
- Operations
- Accounting
- Investments
- Alternative Investments
- Transfer Agency
- Finance
- Security
- Risk Management
- Mutual Funds
- Securities
- Hedge Funds
- Fund Accounting
- Management
- Training
Michael Daniels Summary
- Michael Daniels, based in Newark, DE, US, is currently a Managing Director - Wealth Management Trusts and Estates and Tax Operations at J.P. Morgan. Michael Daniels brings experience from previous roles at J.P. Morgan, Wilmington Trust Investment Advisors, Inc., Wilmington Funds (f/k/a MTB Funds and Wilmington Funds) and M&T Bank. Michael Daniels holds a 1994 - 1997 Masters of Science in Taxation @ University of Baltimore. With a robust skill set that includes Financial Analysis, Asset Management, Tax Compliance, Tax, Financial Services and more. Michael Daniels has 3 emails and 3 mobile phone numbers on RocketReach.
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