Danielle Montesano

Managing Director at JP Morgan Chase & Co

Role: Managing Director Jp Morgan at JPMorganChase
Location: Chicago, IL, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Managing Director Jp Morgan
JPMorganChase
Aug 2022 — Present · Chicago, IL, US
Managing Director with 25 years experience advising clients and companies on employee ownership and ESOP related governance, structuring, fiduciary and capital solutions matters.

Skills

Due Diligence
Retirement Planning
Financial Advisory
Profit Sharing
Mergers & Acquisitions
Employee Benefits
Defined Benefit
Esop
Succession Planning
Erisa
Business Valuation
Private Equity
Investments
Fiduciary Services
Employee Stock Ownership Plan (Esop)
Trustee
Fairness Opinions
Pensions
Securities
401k
Retirement
Executive Pay
Defined Contribution

Contact information

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Work email
•••••@jpmorganchase.com
Personal email
•••••@•••••.com
Direct dial
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Current company

JPMorganChase

Financial Services · 10K employees · 270 Park Avenue, New York, NY, 10017-2014, US

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

jpmorganchase.com

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Experience

Managing Director Jp Morgan

Skills

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