Daniel Schroeder

Daniel Schroeder Email and Phone Number

Managing Director @ JPMorgan Chase & Co.
Del Mar, CA, US
Daniel Schroeder's Location
San Diego, California, United States, United States
Daniel Schroeder's Contact Details
About Daniel Schroeder

Sapient Capital, LLC (“Sapient Capital”) is a registered investment advisor with the U.S. Securities and Exchange Commission. Sapient Capital provides investment advisory and related services for clients nationally. Sapient Capital will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://sapientcapital.com/.

Daniel Schroeder's Current Company Details
JPMorgan Chase & Co.

Jpmorgan Chase & Co.

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Managing Director
Del Mar, CA, US
Website:
jpmorganchase.com
Employees:
213060
Daniel Schroeder Work Experience Details
  • Jpmorgan Chase & Co.
    Managing Director
    Jpmorgan Chase & Co.
    Del Mar, Ca, Us
    View
  • Sapient Capital
    Director Of Banking & Lending Services
    Sapient Capital Jul 2024 - Present
    Indianapolis, In, Us
    Sapient Capital is a privately-owned, independent advisory firm with over $9 billion in assets under management. Sapient serves ultra-high-net-worth (UHNW) families, individuals, foundations, and institutions. As a registered investment advisor (RIA), we specialize in providing our clients with a uniquely tailored service offering including family office services, investment management, sophisticated financial planning, cutting edge technology and access to curated alternative investment opportunities. Sapient Capital is headquartered in Indianapolis with offices in San Diego, Los Angeles, Miami, and New York.
    View
  • Jpmorgan Chase & Co.
    Executive Director
    Jpmorgan Chase & Co. Jul 2023 - May 2024
    New York, Ny, Us
    View
  • Life Science Cares San Diego
    Board Of Advisors
    Life Science Cares San Diego Jan 2022 - Jan 2024
    San Diego, Ca, Us
    View
  • First Republic Bank
    Managing Director
    First Republic Bank Jun 2015 - Jul 2023
    San Francisco, Ca, Us
    Private banking and lending services for affluent individuals, entrepreneurs, investors and businesses.
    View
  • Biotech & Breweries Podcast
    Podcast Host
    Biotech & Breweries Podcast Aug 2021 - Mar 2023
    Exploring San Diego's biotech landscape with a beer in hand.Listen on Spotify, Apple Podcasts or your favorite podcast platform.
  • Girls Inc. Of San Diego County
    Board Member
    Girls Inc. Of San Diego County Mar 2021 - Mar 2022
    Escondido, Ca, Us
    For over 50 years Girls Inc. of San Diego has inspired all girls to be strong, smart, and bold. Our research- based programs and comprehensive approach to whole girl development equips girls to navigate gender, economic, and social barriers and grow up healthy, educated, and independent.
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  • Bbva Compass
    Vice President
    Bbva Compass Jul 2011 - Jun 2015
    Birmingham, Al, Us
    View
  • Bank Of America
    Banking & Lending
    Bank Of America Dec 2008 - Jul 2011
    Charlotte, Nc, Us
    View
  • Wells Fargo
    Banking & Lending
    Wells Fargo Feb 2002 - Dec 2008
    San Francisco, California, Us
    View

Daniel Schroeder Skills

Mortgage Lending Refinance Mortgage Banking Loans Portfolio Management Residential Homes Investment Properties Banking Credit Analysis Loan Origination Residential Mortgages Lines Of Credit Strategic Planning Commercial Lending Commercial Mortgages

Daniel Schroeder Education Details

  • San Diego State University
    San Diego State University
  • Wharton Executive Education
    Wharton Executive Education
    Executive Leadership Development Program: Level I & Ii

Frequently Asked Questions about Daniel Schroeder

What company does Daniel Schroeder work for?

Daniel Schroeder works for Jpmorgan Chase & Co.

What is Daniel Schroeder's role at the current company?

Daniel Schroeder's current role is Managing Director.

What is Daniel Schroeder's email address?

Daniel Schroeder's email address is dg****@****ail.com

What schools did Daniel Schroeder attend?

Daniel Schroeder attended San Diego State University, Wharton Executive Education.

What are some of Daniel Schroeder's interests?

Daniel Schroeder has interest in Children, Cooking, Investing, Civil Rights And Social Action, Electronics, Economic Empowerment, Home Improvement, Environment, Reading, Poverty Alleviation.

What skills is Daniel Schroeder known for?

Daniel Schroeder has skills like Mortgage Lending, Refinance, Mortgage Banking, Loans, Portfolio Management, Residential Homes, Investment Properties, Banking, Credit Analysis, Loan Origination, Residential Mortgages, Lines Of Credit.

Who are Daniel Schroeder's colleagues?

Daniel Schroeder's colleagues are Lucie Fernandes, Rachel Joy Sarmiento, Gustavo Suarez, Jaime Hammock, Desmond Yung, Kalpana Singh, Agios Marlyn.

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