Daniel Battista, CFA in

Daniel Battista, CFA

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Banker, Executive Director at J.P. Morgan
📍 New York, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
12 Years
Current Role
Banker, Executive Director
Job Level
Senior
Location
New York, New York, United States
Personality Overview

How Daniel shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Daniel cares about

Strategic Priorities
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Career

Work history

2-2025
Banker, Executive Director
J.P. Morgan
4-2021 - 2-2025
Banker, Vice President
J.P. Morgan
3-2021 - 4-2021
Vice President, Private Wealth Management
Brown Brothers Harriman
3-2018 - 3-2021
Assistant Vice President, Private Wealth Management
Brown Brothers Harriman
2-2016 - 2-2018
Associate, Private Wealth Management
Brown Brothers Harriman
In the press

Media appearances

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Education
2009 - 2013
Economics-Finance
Bentley University
Education details unavailable
NEOMA Business School
2005 - 2009
Education details unavailable
Hingham High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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