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Michael Daniels's
email & phone

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Current Position:

Managing Director - Wealth Management Trusts & Estates and Tax Operations at J.P. Morgan

Experience:

34 years

Location:

Newark, Delaware

How to contact Michael Daniels

Last updated:2024-09-07
emaild*******m@jpmorgan.com
phone+1-205-***-**91
Twitter
Instagram
LinkedIn

Analytics

According to LinkedIn Michael Daniels started working on 1991, then the employee has changed 10 companies and 11 jobs. On average, Michael Daniels works for one company for 4 years 3 months. Michael Daniels has been working as a Managing Director - Wealth Management Trusts & Estates and Tax Operations for J.P. Morgan for 1888 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Managing Director - Wealth Management Trusts & Estates and Tax Operations at J.P. Morgan

Jul 2020 - Current

Executive Director -- Wealth Management Tax Operations at J.P. Morgan

Apr 2017 - Jul 2020

Chief Operating Officer at Wilmington Trust Investment Advisors, Inc.

Jun 2007 - Apr 2017

Chief Operating Officer at Wilmington Funds (f/k/a MTB Funds and Wilmington Funds)

Jun 2007 - Apr 2017

Administrative Vice President at M&T Bank

Jun 2007 - Apr 2017

Senior Vice President - Head of Fund Administration at Mercantile Safe - Deposit and Trust Company (Acquired by PNC Bank in 2007)

Sep 2006 - Jun 2007

Treasurer/Principal Officer - Mutual/Hedge Funds at Mercantile Safe - Deposit and Trust Company (Acquired by PNC Bank in 2007)

Sep 2006 - Jun 2007

Senior Vice President -- Chief Operating Officer at Mercantile Capital Advisors, Inc.

Sep 2006 - Jun 2007

Vice President - Tax Director; Head of Hedge Fund Accounting/Operations at Calamos Asset Management, Inc.

Mar 2004 - Sep 2006

Vice President - Tax, Securities and Accounting Operations at JP Morgan Private Bank

Jul 2002 - Mar 2004

Vice President - Tax Director and Hedge Fund Administration at DWS Group

Sep 1999 - Jul 2002

Fund Tax Director at Franklin Templeton

Feb 1998 - Sep 1999

Senior Tax Manager; Fund Accountant; Tax Compliance Specialist-Transfer Agency at T. Rowe Price

May 1991 - Jan 1998

Education

Bachelor of Arts at University of Maryland Baltimore County

Masters of Science at University of Baltimore

Skills

Accounting, Mutual Funds, Tax, Investments, Capital Markets, Financial Services, Hedge Funds, Alternative Investments, Asset Management, Financial Analysis

Frequently Asked Questions

How long has Michael Daniels been working as a Managing Director - Wealth Management Trusts & Estates and Tax Operations?

Michael Daniels's total experience in various companies as a Managing Director - Wealth Management Trusts & Estates and Tax Operations 5 years 2 months.

What is Michael Daniels's minimum period of employment in the companies?

Michael Daniels's minimum period of employment in various companies is 9 months.

What is Michael Daniels's average duration of employment for different companies?

On average, Michael Daniels works for one company for 4 years 2 months

What industries has Michael Daniels worked in?

Michael Daniels works in the Financial Services.

What positions has Michael Daniels held before?

Previously, Michael Daniels worked as a Executive Director -- Wealth Management Tax Operations, and Chief Operating Officer, and Administrative Vice President, and Senior Vice President - Head of Fund Administration, and Treasurer/Principal Officer - Mutual/Hedge Funds.

How do I contact Michael Daniels?

Michael Daniels's email address is d*******m@jpmorgan.com, phone number is +1-205-***-**91. Sign up to get contact details.

Who is the Chairman & CEO of the J.P. Morgan?

The Chairman & CEO of the J.P. Morgan is James Dimon
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