Michael Daniels Email & Phone Number
Managing Director - Wealth Management Trusts and Estates and Tax Operations @ J.P. Morgan
Michael Daniels's Location
Newark, DE, US
Michael Daniels's Work
- Managing Director - Wealth Management Trusts and Estates and Tax Operations @ J.P. Morgan
- Executive Director -- Wealth Management Tax Operations @ J.P. Morgan
- Chief Operating Officer @ Wilmington Trust Investment Advisors, Inc.
- Chief Operating Officer @ Wilmington Funds (f/k/a MTB Funds and Wilmington Funds)
- Administrative Vice President @ M&T Bank
- Senior Vice President - Head of Fund Administration @ Mercantile Safe - Deposit and Trust Company (Acquired by PNC Bank in 2007)
- Treasurer and Principal Officer - Mutual and Hedge Funds @ Mercantile Safe - Deposit and Trust Company (Acquired by PNC Bank in 2007)
- Senior Vice President -- Chief Operating Officer @ Mercantile Capital Advisors, Inc.
- Vice President - Tax Director; Head of Hedge Fund Accounting and Operations @ Calamos Asset Management, Inc.
- Vice President - Tax, Securities and Accounting Operations @ JP Morgan Private Bank
Michael Daniels's Education
- University of Maryland Baltimore County
Bachelor of Arts (Economics)
1987 - 1991 - University of Baltimore
Masters of Science (Taxation)
1994 - 1997
Michael Daniels's Skills
- Financial Analysis
- Asset Management
- Tax Compliance
- Tax
- Financial Services
- Capital Markets
- Operations
- Accounting
- Investments
- Alternative Investments
Michael Daniels's 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, bringing 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 1987 - 1991 Bachelor of Arts in Economics @ University of Maryland Baltimore County. With a robust skill set that includes Financial Analysis, Asset Management, Tax Compliance, Tax, Financial Services and more, Michael Daniels contributes valuable insights to the industry. Michael Daniels has 5 emails and 1 mobile phone number on RocketReach.
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