Dan McNicholas Email & Phone Number
Financial Consultant @ Fidelity Investments
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Dan McNicholas Location
- Naples, FL, US
Dan McNicholas Work
- Financial Consultant @ (February 2025 - Present)
- Investment Consultant @ (July 2023 - February 2025)
- North American Sales and Research @ (May 2022 - June 2023)
- Global Head of Capital Introductions @ (December 2016 - October 2021)
- Managing Director - Head of Alternative Sales - Asia Pacific @ (January 2012 - December 2016)
- Director - Head of Financing Sales - Asia @ (May 2008 - November 2011)
- Senior Vice President @ Lehman Brothers (April 2004 - May 2008)
- Vice President @ (March 2002 - April 2004)
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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