back to top

Our Team: Daniel Angulo

back to team

In his role as a Senior Associate, Daniel provides a variety of accounting and financial services to JDJ clients, including detailed net worth reporting and analysis of expenses, investment administration and account reconciliation, budgeting and cash flow planning, and tax planning coordination. His extensive international experience combined with his caring and personable nature enhances the value he brings to JDJ clients.

Prior to joining JDJ, Daniel was head accountant at an immigration law practice. In this role, his responsibilities included conducting audits to ensure the accuracy of payroll information, and preparing a variety of financial statements, including cash flow, collections, contract sales by attorney, profit and loss, and monitoring all cash accounts. Previously, Daniel was a Financial Analyst at Accenture, Argentina, consulting for an oilfield services and equipment company. In Venezuela, he also held positions such as Internal Auditor at Mercantil Bank (Headquarters) and External Auditor at PricewaterhouseCoopers (PwC), ensuring compliance with internal standards and external regulations.

Daniel graduated from Catholic University Andres Bello in Caracas, Venezuela with a Bachelor of Science degree in Accounting. Daniel is currently taking courses to earn a Master of Science in Accountancy (MSA) at Bridgewater State University. Daniel is fluent in several languages, including French, Portuguese, and Spanish.

Contact Us

Questions? Contact us to learn how JDJ can make a difference in your life.


© 2022 JDJ Family Office Services. All Rights Reserved.
Site design & development: Zoocru