Daniel Lee

Daniel Lee: Email & Phone Number

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Associate - Securities Services at J.P. Morgan|New York City Metropolitan Area, United States

Position:

Associate - Securities Services at J.P. Morgan

Location:

New York City Metropolitan Area, United States

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Last updated: 2026-05-23
Updated: 2026-05-23

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Work Experience 8 years

Associate - Securities Services at J.P. Morgan

Jun 2024 - Current

Wealth Management Analyst at Morgan Stanley

Feb 2023 - Feb 2024

Clinical Patient Safety Attendant at UVM Health - UVM Medical Center

Aug 2021 - Jan 2022

Student Manager at Boston College

Mar 2018 - May 2021

Medical Clinical Performance Intern at Catholic Health Services of Long Island

Jun 2019 - Aug 2019

Their professional focus is Communication, Electronic Medical Record (EMR), and Family Wealth Management across 3 core areas.

Daniel holds Series 63, Series 7 – General Securities Representative Exam, and Securities Industry Essentials (SIE) certifications.

Education

Bachelor of Science - BS at Boston College

Daniel Lee Namesakes

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Daniel Lee
Associate, Deals | Financial Advisory Services
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