JD

Jake Daniel

Investment Banking Analyst

Jake Daniel is an Investment Banking Analyst at FMI, a position held since October 2025. Prior to this role, Jake worked at Valta Energy from January 2024 to September 2025, serving as both an Associate and Senior Analyst in Structured Finance and Capital Markets. Experience also includes time at Zions Bancorporation, where Jake held multiple roles from June 2021 to December 2023, starting as a Banking Intern, then progressing to Analyst in Leveraged Finance, and completing a position in the Corporate Credit Training Program. Earlier experience includes a Facility Associate role at Sanctuary Golf Course during the summers of 2018 and 2019. Academic qualifications consist of a Bachelor of Business Administration in Finance and Real Estate from the University of San Diego, completed in May 2022, following graduation from Rock Canyon High School in 2018.

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