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Daniel Maldonado Email & Phone Number

Private Client Advisor and Vice President Of Investments at J.P. Morgan Wealth Management at J.P. Morgan
Location: Detroit Metropolitan Area, United States 10 work roles 1 school
1 work email found @cmich.edu LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Current company
J.P. Morgan
Role
Private Client Advisor and Vice President Of Investments at J.P. Morgan Wealth Management
Location
Detroit Metropolitan Area, United States
Company size
75129 employees

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Daniel Maldonado is listed as Private Client Advisor and Vice President Of Investments at J.P. Morgan Wealth Management at J.P. Morgan, a with 75129 employees, based in Detroit Metropolitan Area, United States. AeroLeads shows a work email signal at cmich.edu and a matched LinkedIn profile for Daniel Maldonado.

Daniel Maldonado previously worked as Private Client Advisor & Vice President Of Investments at J.P. Morgan Wealth Management at J.P. Morgan and Branch Manager, Vice President at Jpmorgan Chase & Co.. Daniel Maldonado holds Bachelor Of Applied Arts, Business/ Marketing, Psychology from Central Michigan University.

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*@cmich.edu
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Profile bio

About Daniel Maldonado

I am a Private Client Advisor with J.P. Morgan Wealth Management. As a PrivateClient Advisor, I help clients and their families plan and invest toward their goals.I have 12 years of experience in financial services. Prior to this role, Iwas a Chase Private Client Branch Manager & Vice President. I joined J.P. Morgan in 2024. I hold the required FINRA Series 7, 66, life & health insurance licenses. I graduated from Central Michigan University with a Bachelor Of Applied Arts, With a Major in Business Marketing, and Psychology Minor. I am located at 47350 Grand River Ave, Novi, MI, 48374I am a Board Member of the Michigan Volunteer Leadership Group with JPMorgan, Chase N.A. and help Non-Profit Organizations with coordinating events, and gathering volunteers. I have been married for 10 years, and we have three beautiful children. My family and I love boating, camping, and going Up-North to Lake Charlevoix. I love playing, and watching sports.I can help with your many financial needs, including:• Creating a strategy toward your financial goals• Diversifying your portfolio• Balancing many goals, such as retirement and education

Listed skills include Promotions, Event Planning, Social Media, Event Management, and 38 others.

Current workplace

Daniel Maldonado's current company

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J.P. Morgan
J.P. Morgan
Private Client Advisor and Vice President Of Investments at J.P. Morgan Wealth Management
Detroit, MI, US
Website
jpmorgan.com
Employees
75129
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10 roles

Daniel Maldonado work experience

A career timeline built from the work history available for this profile.

Private Client Advisor And Vice President Of Investments At J.P. Morgan Wealth Management

J.P. Morgan

Detroit, Mi, Us

Private Client Advisor & Vice President Of Investments At J.P. Morgan Wealth Management

Current
J.P. Morgan

New York, Ny, Us

Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. 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. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin© 2024 JPMorgan Chase & Co. All rights reserved

May 2024 - Present

Branch Manager

Huntington National Bank

Columbus, Ohio, Us

Manage branch team performance and operations to achieve revenue and customer service goals through coaching, education, role-playing, goal setting, incentives as well as sound operational practices.Manage a team of five bankers to achieve their individual and branch revenue and customer service goals.Responsible for branch operations to include auditing, daily reconciliation, loss mitigation.Lead sales including daily team coaching, product training, quota plans to drive a high-performing teamDeliver individual sales goals, with specific expertise in mortgages and loan origination.Responsible for building business portfolio including lending, merchant services and accounts

Aug 2017 - Oct 2018

Branch Manager

Huntington National Bank

Columbus, Ohio, Us

Manage branch team performance and operations to achieve revenue and customer service goals through coaching, education, role-playing, goal setting, incentives as well as sound operational practices.Manage a team of five bankers to achieve their individual and branch revenue and customer service goals.Responsible for branch operations to include auditing, daily reconciliation, loss mitigation.Lead sales including daily team coaching, product training, quota plans to drive a high-performing teamDeliver individual sales goals, with specific expertise in mortgages and loan origination.Responsible for building business portfolio including lending, merchant services and accounts.

Apr 2016 - Aug 2017

Assistant Manager, Operations

Huntington National Bank

Columbus, Ohio, Us

Manage branch team performance and operations to achieve revenue and customer service goals through coaching, education, role-playing, goal setting, incentives as well as sound operational practices.Manage a team of four bankers to achieve their individual and branch revenue and customer service goals.Responsible for branch operations to include auditing, daily reconciliation, loss mitigation.Lead sales including daily team coaching, product training, quota plans to drive a high-performing teamDeliver individual sales goals, with specific expertise in mortgages and loan origination.

Jul 2015 - Apr 2016

Relationship Banker Ii

Huntington National Bank

Columbus, Ohio, Us

Deliver personal banking expertise to customers - to include personal accounts and credit lines, mortgage and investment referrals, Consumer First refinances and loan origination.Leveraged mortage expertise to prep all loans with required information before referring to mortgage officer.Exceeded revenue goals monthly.

Jan 2014 - Jul 2015

Loan Officer

Shore Mortgage

Lead generation for mortgage and refinance loans.Federal and state certification in 16 states.Leveraged sales expertise in closing.A+ rated employee.

Apr 2013 - Dec 2013

Power Banker

Quicken Loans

Detroit, Mi, Us

11 months of extensive training as a power banker at Quicken loans. Evaluate products and strategies for customers in order to place them in the right product. Familiar with Conventional, FHA, VA, USDA and VA products. Also have extensive experience in cold calling. Federally licensed along with being licensed in the following states:Michigan, California, Utah, Alabama, Georgia, Florida, New York, Maryland, and Illinois. Extensive training in the field of mortgage banking and the art of persuasion.

Apr 2012 - Feb 2013
Team & coworkers

Colleagues at J.P. Morgan

Other employees you can reach at jpmorgan.com. View company contacts for 75129 employees →

AK Ashish Kapoor Ashish Kapoor Colleague at J.P. MorganSingapore View → PH Priyanka Hegde Priyanka Hegde Colleague at J.P. MorganBengaluru, Karnataka, India View → KW Kwan Wong Kwan Wong Colleague at J.P. MorganHong Kong, Hong Kong Sar View → TD Tejash Desai Tejash Desai Colleague at J.P. MorganHoffman Estates, Illinois, United States View → AL Ana Luisa Paes Ana Luisa Paes Colleague at J.P. MorganUnited States View → AF Alex Furry Alex Furry Colleague at J.P. MorganNew York, United States View → EV Evelyn Velez Evelyn Velez Colleague at J.P. MorganHarrisburg, Pennsylvania, United States View → DO Dominic O'Callaghan Dominic O'Callaghan Colleague at J.P. MorganLondon, England, United Kingdom View → PR Pavan Reddy Pavan Reddy Colleague at J.P. MorganBengaluru, Karnataka, India View → ML Mike Love Mike Love Colleague at J.P. MorganLewisville, Texas, United States View →
1 education record

Daniel Maldonado education

  • Central Michigan University
    Central Michigan University
    Psychology
FAQ

Frequently asked questions about Daniel Maldonado

Quick answers generated from the profile data available on this page.

What company does Daniel Maldonado work for?

Daniel Maldonado works for J.P. Morgan.

What is Daniel Maldonado's role at J.P. Morgan?

Daniel Maldonado is listed as Private Client Advisor and Vice President Of Investments at J.P. Morgan Wealth Management at J.P. Morgan.

What is Daniel Maldonado's email address?

AeroLeads has found 1 work email signal at @cmich.edu for Daniel Maldonado at J.P. Morgan.

Where is Daniel Maldonado based?

Daniel Maldonado is based in Detroit Metropolitan Area, United States while working with J.P. Morgan.

What companies has Daniel Maldonado worked for?

Daniel Maldonado has worked for J.P. Morgan, Jpmorgan Chase & Co., Huntington National Bank, The Huntington Investment Company, and Shore Mortgage.

Who are Daniel Maldonado's colleagues at J.P. Morgan?

Daniel Maldonado's colleagues at J.P. Morgan include Ashish Kapoor, Priyanka Hegde, Kwan Wong, Tejash Desai, and Ana Luisa Paes.

How can I contact Daniel Maldonado?

You can use AeroLeads to view verified contact signals for Daniel Maldonado at J.P. Morgan, including work email, phone, and LinkedIn data when available.

What schools did Daniel Maldonado attend?

Daniel Maldonado holds Bachelor Of Applied Arts, Business/ Marketing, Psychology from Central Michigan University.

What skills is Daniel Maldonado known for?

Daniel Maldonado is listed with skills including Promotions, Event Planning, Social Media, Event Management, Customer Service, Time Management, Sports, and Public Relations.

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