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Daniel Concepcion

Daniel Concepcion

Relationship Banker-Business Specialist

Followers of Daniel Concepcion257 followers
location of Daniel ConcepcionSan Jose, California, United States

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  • Timeline

  • About me

    Asset Manager | Credit Risk Management

  • Education

    • California State University-Chico

      2006 - 2009
      Bachelor of Science (BS) Finance and Financial Management Services

    • Cabrillo College

      2003 - 2005
      Associate of Arts (A.A.) Business Administration and Management, General

    • San Jose State University

      2016 - 2019
      Master of Business Administration - MBA Finance, General

      Finance and Data Analytics

  • Experience

    • JPMorgan Chase

      Oct 2010 - May 2014
      Relationship Banker-Business Specialist

      Develop and acquire new business and consumer clients. Maintain existing clients by developing existing account relationship through recommended services. Offer investment, retirement, personal/ business loan, credit, and account management advice. Perform and handle customer service and account maintenance needs.

    • Driscoll's

      May 2014 - Jun 2014
      Financial Analyst

    • University of California, Santa Cruz

      Jul 2014 - Apr 2021

      • Senior Loan Analyst

        Mar 2018 - Apr 2021

      • Data Management Analyst

        Jul 2014 - Mar 2018

    • Upstart

      May 2021 - Jul 2022
      Credit Analyst

    • Housing Trust Silicon Valley

      Jul 2022 - now

      • Asset Manager

        Jan 2024 - now

      • Senior Credit Analyst

        Jul 2022 - Jan 2024

  • Licenses & Certifications

    • MySQL: Beginner to Expert

      Udemy
      Sept 2020

    • Bloomberg Market Concepts

      Bloomberg LP
      Jan 2021

    • Excel: Financial Modeling and Valuation

      Udemy
      Feb 2021