Jon Danielson

Jon Danielson Email and Phone Number

Account Relationship Manager - Small business Retirement plans at T. Rowe Price @ T. Rowe Price
baltimore, maryland, united states
Jon Danielson's Location
Baltimore City County, Maryland, United States, United States
Jon Danielson's Contact Details

Jon Danielson work email

Jon Danielson personal email

n/a
About Jon Danielson

Jon Danielson is a Account Relationship Manager - Small business Retirement plans at T. Rowe Price at T. Rowe Price. He possess expertise in investment compliance, college savings plans, trading, market abuse regulations, account management and 1 more skills.

Jon Danielson's Current Company Details
T. Rowe Price

T. Rowe Price

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Account Relationship Manager - Small business Retirement plans at T. Rowe Price
baltimore, maryland, united states
Website:
troweprice.com
Employees:
10781
Jon Danielson Work Experience Details
  • T. Rowe Price
    Legal Investment Compliance Analyst
    T. Rowe Price 2015 - Present
    Owings Mills, Maryland
    Monitor firm and employee trading for market abuse, monitor Pay to play for problematic political contributions and gifts and entertainment reporting.
  • T. Rowe Price
    Account Relationship Manager - Small Business Retirement Plans
    T. Rowe Price Oct 2014 - Jun 2016
    Owings Mills, Maryland
    Worked with small business owners to identify the ideal retirement plan for their business. Also helped them and their employees with investment selections.
  • T. Rowe Price
    Relationship Manager - Individual Investments
    T. Rowe Price Jul 2011 - Oct 2014
    Owings Mills, Maryland
    Obtained series 7 and 63 Finra licensing. Helped individual clients establish taxable accounts, IRA’s, 529 college savings plans, trust accounts, UGMA/UTMA accounts and brokerage accounts.
  • Fastenal Company
    Outside Sales Representative
    Fastenal Company Feb 2007 - May 2009
    Baltimore, Maryland Area
    Provided industrial supplies to businesses or project sites in my territory as well as meeting with prospective clients. Meet with procurement managers and project managers to present what products or services we can provide to them.
  • Advance Auto Parts
    Assistant Manager
    Advance Auto Parts May 2005 - Feb 2007
    Baltimore, Maryland Area

Jon Danielson Skills

Investment Compliance College Savings Plans Trading Market Abuse Regulations Account Management Licensing

Jon Danielson Education Details

Frequently Asked Questions about Jon Danielson

What company does Jon Danielson work for?

Jon Danielson works for T. Rowe Price

What is Jon Danielson's role at the current company?

Jon Danielson's current role is Account Relationship Manager - Small business Retirement plans at T. Rowe Price.

What is Jon Danielson's email address?

Jon Danielson's email address is jo****@****ice.com

What schools did Jon Danielson attend?

Jon Danielson attended Carroll Community College.

What skills is Jon Danielson known for?

Jon Danielson has skills like Investment Compliance, College Savings Plans, Trading, Market Abuse Regulations, Account Management, Licensing.

Who are Jon Danielson's colleagues?

Jon Danielson's colleagues are Alexis Mandarakas Schultz Cfp®, Acspo®, Peter S. Austin, Karen Cullen, Francesca Nuel, Lance N Hill Cima®, Aams®, Mba, Nicolas Henquet, Nicole Lux.

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