Jake Daniel
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Jake Daniel Email & Phone Number

Leveraged Finance Analyst at California Bank & Trust
Location: Los Angeles Metropolitan Area, United States, United States 6 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
California Bank & Trust
Role
Leveraged Finance Analyst
Location
Los Angeles Metropolitan Area, United States, United States
Company size
1409 employees

Who is Jake Daniel? Overview

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Quick answer

Jake Daniel is listed as Leveraged Finance Analyst at California Bank & Trust, a company with 1409 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Jake Daniel.

Jake Daniel previously worked as Senior Analyst, Capital Markets at Valta Energy and Analyst, Leveraged Finance at Zions Bancorporation. Jake Daniel holds Bachelor Of Business Administration - Bba, Finance And Real Estate from University Of San Diego.

Company email context

Email format at California Bank & Trust

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California Bank & Trust

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Profile bio

About Jake Daniel

Experienced professional with expertise in project finance, capital markets, and M&A. Proficient in the financial modeling and underwriting of portfolio-level financings and M&A opportunities. Prior experience in leveraged finance with a focus on middle market M&A and fund finance. Proven ability to structure and execute complex financial transactions.

Current workplace

Jake Daniel's current company

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California Bank & Trust
California Bank & Trust
Leveraged Finance Analyst
Los Angeles, CA, US
Website
calbanktrust.com
Employees
1409
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Company profile
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6 roles

Jake Daniel work experience

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

Senior Analyst, Capital Markets

Current
Valta Energy

Dana Point, California, US

Jan 2024 - Present

Credit Analyst - Corporate Credit Training Program

Zions Bancorporation

Salt Lake City, Utah, US

Jun 2022 - Jan 2023

Facility Associate

Sanctuary Golf Course

Worked full-time during summers of 2018 and 2019Daily maintenance of 18-hole private golf courseTraining of new maintenance personnel

May 2018 - Aug 2019
Team & coworkers

Colleagues at California Bank & Trust

Other employees you can reach at calbanktrust.com. View company contacts for 1409 employees →

LT Lance Tavernier Lance Tavernier Colleague at California Bank & Trust Kennesaw, Georgia, United States, United States View → FA Fluvia Aldana Fluvia Aldana Colleague at California Bank & Trust Los Angeles, California, United States, United States View → JB Jovel Bunda Jovel Bunda Colleague at California Bank & Trust Santee, California, United States, United States View → DB Deborah Boyd Deborah Boyd Colleague at California Bank & Trust Sacramento, California, United States, United States View → AL Angie Lowman Angie Lowman Colleague at California Bank & Trust Huntington Beach, California, United States, United States View → GE Geoff Elston Geoff Elston Colleague at California Bank & Trust San Clemente, California, United States, United States View → MC Marilyn Casteel Marilyn Casteel Colleague at California Bank & Trust Dallas-Fort Worth Metroplex, United States View → KS Kenneth Smith Kenneth Smith Colleague at California Bank & Trust Orange County, California, United States, United States View → RM Rebecca Mendoza Rebecca Mendoza Colleague at California Bank & Trust Encinitas, California, United States, United States View → SS Sanjay Sinha Sanjay Sinha Colleague at California Bank & Trust San Francisco Bay Area, United States View →
2 education records

Jake Daniel education

Bachelor Of Business Administration - Bba, Finance And Real Estate

University Of San Diego

Education record

Rock Canyon High School
FAQ

Frequently asked questions about Jake Daniel

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

What company does Jake Daniel work for?

Jake Daniel works for California Bank & Trust.

What is Jake Daniel's role at California Bank & Trust?

Jake Daniel is listed as Leveraged Finance Analyst at California Bank & Trust.

Where is Jake Daniel based?

Jake Daniel is based in Los Angeles Metropolitan Area, United States, United States while working with California Bank & Trust.

What companies has Jake Daniel worked for?

Jake Daniel has worked for California Bank & Trust, Valta Energy, Zions Bancorporation, and Sanctuary Golf Course.

Who are Jake Daniel's colleagues at California Bank & Trust?

Jake Daniel's colleagues at California Bank & Trust include Lance Tavernier, Fluvia Aldana, Jovel Bunda, Deborah Boyd, and Angie Lowman.

How can I contact Jake Daniel?

You can use AeroLeads to view verified contact signals for Jake Daniel at California Bank & Trust, including work email, phone, and LinkedIn data when available.

What schools did Jake Daniel attend?

Jake Daniel holds Bachelor Of Business Administration - Bba, Finance And Real Estate from University Of San Diego.

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