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Dan McNicholas Location
Naples, FL, US
Dan McNicholas Work
2025 -now Financial Consultant @
2023 -2025 Investment Consultant @
2022 -2023 North American Sales and Research @
2016 -2021 Global Head of Capital Introductions @
2012 -2016 Managing Director - Head of Alternative Sales - Asia Pacific @
2008 -2011 Director - Head of Financing Sales - Asia @
2004 -2008 Senior Vice President @ Lehman Brothers
2002 -2004 Vice President @
Dan McNicholas Education
NYU Stern School of Business
MBA (Finance)
2000-2002
University of Notre Dame
BBS (Accounting)
Dan McNicholas Skills
Fixed Income
Hedge Funds
Derivatives
Equities
Alternative Investments
Microsoft Office
Microsoft Excel
Sales
Research
Strategic Planning
Marketing
Dan McNicholas Summary
Dan McNicholas, based in Naples, FL, US, is currently a Financial Consultant at Fidelity Investments. Dan McNicholas brings experience from previous roles at Fidelity Investments, Wolver Hill Advisors, Nomura and State Street. Dan McNicholas holds a 2000 - 2002 MBA in Finance @ NYU Stern School of Business. With a robust skill set that includes Fixed Income, Hedge Funds, Derivatives, Equities, Alternative Investments and more. Dan McNicholas has 2 emails and 1 mobile phone numbers on RocketReach.
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