Daniel Morales

Daniel Morales is currently working at Bancroft Capital, LLC as the Senior Vice President - Capital Markets. Prior to this, they worked at JPMorgan Chase Bank, N.A. as the Vice President - Private Client Advisor. Daniel also worked at Raymond James as the Vice President - Financial Advisor. Before their career in finance, Daniel was involved with the Veterans In Business (VIB) Network as the New York Advocate, supporting the organization's branding, marketing, and recruitment efforts. Daniel started their professional journey at Drexel Hamilton, Inc as the Vice President - Institutional Sales. Daniel's early career was in the United States Marine Corps where they served as a Sergeant of Marines and earned the Navy Achievement Medal.

Daniel Morales earned a Master's degree in Business Administration (M.B.A.) with a specialization in Finance and Financial Management Services from Fordham Gabelli School of Business. Daniel attended the school from 2013 to 2015. Prior to that, they obtained a Bachelor's degree in Philosophy, Politics, and Law from Binghamton University, where they studied from 2001 to 2005.

In terms of additional certifications, Daniel Morales holds the following credentials: Series 65 - Uniform Investment Adviser Law Examination from FINRA (Financial Industry Regulatory Authority), which they obtained in March 2018; Series 66 from FINRA, acquired in June 2013; and Series 7 from FINRA, earned in January 2013. Additionally, they have an Accredited Asset Management Specialist (A.A.M.S.) certification, which was obtained from the College for Financial Planning. The specific month and year of obtaining this certification are not mentioned.