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Dan Csuma
Dan Csuma
Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management | J.P. Morgan
Summit, New Jersey, United States
Dan Csuma
Summary
Dan Csuma is a seasoned financial professional with over three decades of experience in investment management and client advisory roles. Currently serving as a Private Client Advisor and Vice President at J.P. Morgan Wealth Management, he specializes in wealth management and investment strategies tailored for high-net-worth clients. Dan has a strong foundation in economics and international affairs, complemented by advanced studies in financial statement analysis and corporate strategy. His career spans multiple prestigious financial institutions, including Merrill Lynch and Metlife Solutions, where he honed his skills in asset management and retirement planning. Known for his analytical mindset and strategic approach, Dan is adept at navigating complex financial landscapes. He is passionate about helping clients achieve their financial goals through personalized service and expert advice. Outside of his professional pursuits, Dan is likely to have a keen interest in emerging market trends and investment innovations.
Dan Csuma
Work Experience
Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management at
J.P. Morgan
July 2014 - Present
Investment Specialist, Functional Manager, Registered Representative at
Metlife Solutions
June 2013 - July 2014
Financial Advisor at
Merrill Lynch/Wfc/L. Inc.
September 2010 - May 2013
SecuritiesTrader/Portfolio Manager at
RBC
October 2006 - September 2010
Senior Vice President at
Bankhaus Metzler
August 2001 - July 2002
Principal at
Scudder Investments
July 1994 - February 2001
Vice President at
Arnhold and S. Bleichroeder
August 1990 - August 1994
Dan Csuma
Education
New York University, Certificate
January 1991 - January 1993
Hunter College, Ba & Ma
January 1985 - January 1990
Frequently Asked Questions about Dan Csuma
What is Dan Csuma email address?
Dan Csuma's primary email address is *********@jpmorgan.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Dan Csuma work for?
Dan Csuma is a Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management at J.P. Morgan, a company specializing in Monetary Authorities-Central Bank.
Where Dan Csuma graduated from?
Dan Csuma holds a degree in Financial Statement Analysis, Corporate Strategy, Fx from New York University.
How can I directly contact Dan Csuma?
To contact Dan Csuma directly, you can use the email address *********@jpmorgan.com. Complete contact information is available upon registration with Muraena.
Who is Dan Csuma?
Dan Csuma is a seasoned financial professional with over three decades of experience in investment management and client advisory roles. Currently serving as a Private Client Advisor and Vice President at J.P. Morgan Wealth Management, he specializes in wealth management and investment strategies tailored for high-net-worth clients. Dan has a strong foundation in economics and international affairs, complemented by advanced studies in financial statement analysis and corporate strategy. His career spans multiple prestigious financial institutions, including Merrill Lynch and Metlife Solutions, where he honed his skills in asset management and retirement planning. Known for his analytical mindset and strategic approach, Dan is adept at navigating complex financial landscapes. He is passionate about helping clients achieve their financial goals through personalized service and expert advice. Outside of his professional pursuits, Dan is likely to have a keen interest in emerging market trends and investment innovations.
Dan`s contact details
*********@jpmorgan.com
Colleagues
Executive Director - Product Innovation
Vice President
Vice President
Vice President
Managing Director
Vice President
Executive Director
Managing Director
Vice President
Executive Director: Debt Capital Markets