Compliance And Operational Risk Manager
CurrentCompliance and Risk Officer covering Merrill and Private Bank trading and settlement operations
Sep 2022 - Present
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Dan Cone Email & Phone Number
Vice President at Merrill
at
Merrill Lynch
1 work email found
@ml.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President at Merrill
Location
Jacksonville, Florida, United States
Company size
Who is Dan Cone? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dan Cone is listed as Vice President at Merrill at Merrill Lynch, a company with 45157 employees, based in Jacksonville, Florida, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Dan Cone.
Dan Cone previously worked as Compliance and Operational Risk Manager at Merrill Lynch and Tax Operations - Group Operations Manager at Merrill Lynch. Dan Cone holds Bachelor Of Arts (B.A.), American History And Music Performance from Emory University.
Company email context
Email format at Merrill Lynch
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{first}.{last}@ml.com
89% confidence
AeroLeads found 1 current-domain work email signal for Dan Cone. Compare company email patterns before reaching out.
Profile bio
About Dan Cone
Experienced operations professional adept at increasing work process efficiency and creating a strong control culture that mitigates risk. Demonstrated success leading and developing strong talent and cultivating relationships with internal and external partners. Driven to deliver exceptional and sustainable results.
Listed skills include Securities and Management.
Current workplace
Dan Cone's current company
Company context helps verify the profile and gives searchers a useful next step.
Merrill Lynch
7 roles
Dan Cone work experience
A career timeline built from the work history available for this profile.
Tax Operations - Group Operations Manager
Responsible for leading risk oversight, quality assurance, data aggregation and reconciliation for Wealth Management Tax Operations.
Mar 2021 - Sep 2022
Cost Basis - Vice President
Led an experienced group of tax experts providing support and maintenance of cost basis records.
Nov 2020 - Mar 2021
Error Control - Vice President
Led a diverse cross-site team located in Jacksonville, FL, Hopewell, NJ and Dublin, Ireland that resolved trade errors for all securities offered by Merrill.
Sep 2017 - Nov 2020
Error Control - Operations Team Manager
Supervised trade corrections and error resolutions, ensuring all processes complied with the Volcker Rule and FINRA guidelines.
Sep 2015 - Sep 2017
Global Trading - Senior Operations Analyst
Led a small team supporting Mutual Fund trading for Merrill, mitigating market risks and driving straight-through processing initiatives.
Jul 2013 - Sep 2015
Global Trading - Operations Representative
Provided trading service and support for Money Market and Mutual Fund products offered by Merrill Lynch and Private Bank.
Apr 2012 - Jul 2013
Team & coworkers
Colleagues at Merrill Lynch
Other employees you can reach at ml.com. View company contacts for 45157 employees →
WD
Whitney Dieter
Colleague at Merrill LynchMount Pleasant, South Carolina, United States, United States
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JH
Joan Hebert
Colleague at Merrill LynchBeaumont, Texas, United States, United States
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KH
Kevin Huntsman
Colleague at Merrill LynchGrosse Pointe, Michigan, United States, United States
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JK
Jack Kelly, Cfp®
Colleague at Merrill LynchPittsburgh, Pennsylvania, United States, United States
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DW
Dilini Weerasooriya, Se-Awma™, Cfp®, Csric®
Colleague at Merrill LynchNew York, United States, United States
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AM
Anthony Moas
Colleague at Merrill LynchTallahassee, Florida, United States, United States
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AB
Andrew Basa
Colleague at Merrill LynchNew York, New York, United States, United States
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BN
Betty Newberry
Colleague at Merrill LynchRaleigh, North Carolina, United States, United States
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BK
Bryan Krause
Colleague at Merrill LynchExton, Pennsylvania, United States, United States
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JP
Jean Pierre Ras
Colleague at Merrill LynchSan Antonio, Texas, United States, United States
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Whitney Dieter
Colleague at Merrill LynchMount Pleasant, South Carolina, United States, United States
View →
JH
Joan Hebert
Colleague at Merrill LynchBeaumont, Texas, United States, United States
View →
KH
Kevin Huntsman
Colleague at Merrill LynchGrosse Pointe, Michigan, United States, United States
View →
JK
Jack Kelly, Cfp®
Colleague at Merrill LynchPittsburgh, Pennsylvania, United States, United States
View →
DW
Dilini Weerasooriya, Se-Awma™, Cfp®, Csric®
Colleague at Merrill LynchNew York, United States, United States
View →
AM
Anthony Moas
Colleague at Merrill LynchTallahassee, Florida, United States, United States
View →
AB
Andrew Basa
Colleague at Merrill LynchNew York, New York, United States, United States
View →
BN
Betty Newberry
Colleague at Merrill LynchRaleigh, North Carolina, United States, United States
View →
BK
Bryan Krause
Colleague at Merrill LynchExton, Pennsylvania, United States, United States
View →
JP
Jean Pierre Ras
Colleague at Merrill LynchSan Antonio, Texas, United States, United States
View →
1 education record
Dan Cone education
FAQ
Frequently asked questions about Dan Cone
Quick answers generated from the profile data available on this page.
What company does Dan Cone work for?
Dan Cone works for Merrill Lynch.
What is Dan Cone's role at Merrill Lynch?
Dan Cone is listed as Vice President at Merrill at Merrill Lynch.
What is Dan Cone's email address?
AeroLeads has found 1 work email signal at @ml.com for Dan Cone at Merrill Lynch.
Where is Dan Cone based?
Dan Cone is based in Jacksonville, Florida, United States while working with Merrill Lynch.
What companies has Dan Cone worked for?
Dan Cone has worked for Merrill Lynch.
Who are Dan Cone's colleagues at Merrill Lynch?
Dan Cone's colleagues at Merrill Lynch include Whitney Dieter, Joan Hebert, Kevin Huntsman, Jack Kelly, Cfp®, and Dilini Weerasooriya, Se-Awma™, Cfp®, Csric®.
How can I contact Dan Cone?
You can use AeroLeads to view verified contact signals for Dan Cone at Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Dan Cone attend?
Dan Cone holds Bachelor Of Arts (B.A.), American History And Music Performance from Emory University.
What skills is Dan Cone known for?
Dan Cone is listed with skills including Securities and Management.
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