Daniel Curtis
- Role
- J P Morgan Private Bank at J.P. Morgan Private Bank
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Daniel Curtis
I\'ve been in banking for 20 years and working with affluent/high net worth families for…
Experience
J P Morgan Private Bank
Present
Education
Grossmont College
Business Administration
2004 — 2005
Skills
- Retail Sales
- Wealth Management
- Commercial Lending
- Wealth Preservation
- Estate Planning
- Retirement Planning
- Aquisition
- Consumer Lending
- Account Management
- Small Business Lending
- Mathematics
- Financial Planning
- Retail Banking
- Relationship Management
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