Daniel Gilbert Attorney Profile on UpCounsel
Daniel Gilbert

Daniel Gilbert

Attorney at Law

Saint Paul
Minnesota
Licensed in
MN
William Mitchell College of Law
About
I am a Minnesota attorney with over a decade of experience in the financial services, banking, and securities industries. I provide legal and financial advisory services to businesses and individuals seeking to grow and protect both their business revenue as well as personal wealth. My areas of practice include: business formation and transactions; wealth management and estate planning; bankruptcy and financial restructuring; and probate of estates.
2
Years
experience
Fortune 500 Badge

Practice Areas

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Work History

Mitchell Hamline School of Law

Adjunct Professor of Law

Jan 2017 - Present

•Instructed 3L law students in contract/settlement negotiation and drafting.
•Graded and provided constructive feedback and criticism on course assignments.

Jan 2017 - Present

Gilbert Law PLLC

Attorney

Aug 2014 - Present

•Counseled clients on estate planning/probate matters. Drafted and executed wills, trusts, health care directives, powers of attorney, and other documents as needed. Helped clients administer estates.
•Advised clients on business transactions, formation, and dissolution. Provided legal support for the sales and divestiture of small businesses.
•Produced fee-only financial planning and analysis

Aug 2014 - Present

U.S. Bancorp

M&A Integration Manager/Compliance Manager

Dec 2011 - Present

•Performed due diligence on acquisition targets. Directed integration of completed deals.
•Augmented and updated resolution plan documents, partnered with executive leadership to create operational playbooks to provide execution steps in the event of a crisis.
•Provided legal and regulatory advice related to the Advisers Act, Exchange Act, and OCC, SSEC, FINRA, and MSRB rules and regulations.

Dec 2011 - Present

Ameriprise Financial

Financial Advisor

Dec 2009 - Dec 2011

•Delivered fee-based financial planning and investment advisory services.
•Coached new financial advisors in client acquisition and financial planning techniques and processes.

Dec 2009 - Dec 2011

Merrill Lynch

Wealth Management Advisor

Nov 2008 - Mar 2009

•Managed client investment portfolios, performed financial markets research and analysis.

Nov 2008 - Mar 2009

J.P. Morgan Chase

Vice President, Investments

Nov 2006 - Nov 2008

•Provided banking and investment advisory products and services to high net worth individuals.
•Trained and mentored securities-licensed bankers.
•Furnished high net worth clients with investment advice and retirement planning services.

Nov 2006 - Nov 2008

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