Dan Cappello Email & Phone Number

Philadelphia, Pennsylvania, United States

J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM).INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.

Philadelphia, Pennsylvania

Greater Philadelphia Area

* Serve as a trusted advisor for a select group of high net worth business owners, executives, families, and institutions on all aspects of wealth management.

Greater New York City Area

* Market maker for 20 European and 20 United States issuers for fixed and floating rate Commercial Paper and Certificate of Deposits with over $15bn outstanding in primary issuance. * Advise issuers daily on primary issuance market value, while maintaining a secondary market to ensure programs maintain a strong market presence. Trade up to $3bn per day in Commercial Paper and CD’s to help raise funds for corporate issuers, asset backed programs and banks. * Built strong client rapport and increased dealer performance by providing daily market color and macroeconomic factors influencing liquidity constraints for primary issuance. Recognized by a corporate issuer for increasing Morgan Stanley’s dealer rank from last, out of six, to second in one quarter. * Transitioned European Commercial Paper desk to the U.S. in one week, while quickly establishing and maintaining a good rapport between Morgan Stanley and its European clients. The smooth transition enabled continuity of business and contributed to future growth opportunities.

* Oversee 10bn+ in Credit Default Swap trading and 1bn+ in risk reduction a week. Lead six-person team through daily trading coverage while identifying areas to streamline efficiencies and adapting Morgan Stanley’s procedures in line with new industry regulations.* Received excellent ratings in the end of year review process resulting in promotion after 6 monthsemployed. Praised for learning products and roles quickly while stepping up into managerial roles.

* Developed 200+ Lieutenants and Captains into worldwide deployable soldiers in support of Operation Iraqi Freedom and Operation Enduring Freedom while achieving a 97% pass rate.

* Rated as #1 Fire Support Officer in the Battalion and the top 5% of all Army Officers.* Awarded the Bronze Star Medal and the Combat Action Badge for managing 15,000 ft of airspace, calling 500 fire missions and delivering 10,000 lbs of ordnance with lethal precision during 15 month deployment to Afghanistan with the 82nd Airborne Division.* Received the Army Commendation Medal for integrating all dimensions of Fire Support and saving countless Paratroopers lives during an international mission to liberate Musa Qal’eh from the Taliban.* Closely coordinated activities with British, Dutch, Canadian, Australian and Romanian counterparts during 15 months of military operations in Afghanistan. Promoted a positive image of NATO forces and earned the trust of rural Afghanistan residents by managing humanitarian aid distribution among Afghani communities.

Master Of Business Administration (Mba)

Bs, Systems Engineering

NCAA Division I Varsity Baseball 4 years

Education record

Education record