Verified recordFinancial Services

Daniel McGrath

Managing Director at Wells Fargo

Based in Scotch Plains, United States

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Seniority

Director

Department

General Business & Management

Location

Scotch Plains

Industry

Financial Services

Company size

223K

Contact information

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Email

1 credit

d•••••••@wellsfargo.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Daniel McGrath

Accomplished Investment Banking Client Services and Operations (Hedge Funds, Family Offices, Institutional Clients, Broker Dealers, RIA’s, Endowments) professional with excellent leadership, managerial, organizational, communication and problem solving skills coupled with a proven record of developing and maintaining business relationships through performance and credibility. Effective leader and manager with superb abilities to train and motivate personnel at all levels. Proven ability to work under pressure, manage multiple competing priorities and effectively resolve problems. Highly focused individual with a superior level of initiative, drive and excellent business judgment. Proactive approach in managing operational and business risk, including creating and implementing policies and procedures while at the same time maintaining the highest levels of customer service. Professional Licenses: Series 7, 8 (9 & 10), 24, 27 & 63.

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