Dan Cone

Dan Cone Email and Phone Number

Vice President at Merrill @ Merrill Lynch
new york, new york, united states
Dan Cone's Location
Jacksonville, Florida, United States, United States
Dan Cone's Contact Details

Dan Cone work email

Dan Cone personal email

n/a
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.

Dan Cone's Current Company Details
Merrill Lynch

Merrill Lynch

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Vice President at Merrill
new york, new york, united states
Website:
ml.com
Employees:
45157
Dan Cone Work Experience Details
  • Merrill Lynch
    Compliance And Operational Risk Manager
    Merrill Lynch Sep 2022 - Present
    Jacksonville, Florida, United States
    Compliance and Risk Officer covering Merrill and Private Bank trading and settlement operations
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  • Merrill Lynch
    Tax Operations - Group Operations Manager
    Merrill Lynch Mar 2021 - Sep 2022
    Responsible for leading risk oversight, quality assurance, data aggregation and reconciliation for Wealth Management Tax Operations.
    View
  • Merrill Lynch
    Cost Basis - Vice President
    Merrill Lynch Nov 2020 - Mar 2021
    Led an experienced group of tax experts providing support and maintenance of cost basis records.
    View
  • Merrill Lynch
    Error Control - Vice President
    Merrill Lynch Sep 2017 - Nov 2020
    Jacksonville, Florida
    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.
    View
  • Merrill Lynch
    Error Control - Operations Team Manager
    Merrill Lynch Sep 2015 - Sep 2017
    Supervised trade corrections and error resolutions, ensuring all processes complied with the Volcker Rule and FINRA guidelines.
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  • Merrill Lynch
    Global Trading - Senior Operations Analyst
    Merrill Lynch Jul 2013 - Sep 2015
    Led a small team supporting Mutual Fund trading for Merrill, mitigating market risks and driving straight-through processing initiatives.
    View
  • Merrill Lynch
    Global Trading - Operations Representative
    Merrill Lynch Apr 2012 - Jul 2013
    Provided trading service and support for Money Market and Mutual Fund products offered by Merrill Lynch and Private Bank.
    View

Dan Cone Skills

Securities Management

Dan Cone Education Details

Frequently Asked Questions about Dan Cone

What company does Dan Cone work for?

Dan Cone works for Merrill Lynch

What is Dan Cone's role at the current company?

Dan Cone's current role is Vice President at Merrill.

What is Dan Cone's email address?

Dan Cone's email address is dan.cone@ml.com

What schools did Dan Cone attend?

Dan Cone attended Emory University.

What skills is Dan Cone known for?

Dan Cone has skills like Securities, Management.

Who are Dan Cone's colleagues?

Dan Cone's colleagues are Jennifer Runfola, Adpa™, Crpc™, Peter Lobue, Ashok Krishnan, Moses Ehimeakhe, Bradley Cardwell, Alexa Palen, Tessa Barrett, Cfp®.

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