Financial Consultant @ (August 2018 - January 2023)
Investments Consultant @ (November 2017 - July 2018)
Retirement Relationship Manager @ (March 2014 - November 2017)
Retirement Solutions Representative @ (November 2013 - March 2014)
Premium Financial Representative @ (May 2011 - November 2013)
Financial Representative- Full Trader @ (October 2010 - May 2011)
Management @ (May 2007 - July 2010)
Daniel Chapin Education
University of Massachusetts Amherst
M.B.A. (Finance)
2008-2011
Worcester State University
B.A (Business Administration (Finance))
2004-2007
Daniel Chapin Skills
CFP
Customer Service
Finance
Financial Analysis
Microsoft Excel
Microsoft Office
PowerPoint
Research
Sales
Series 66
Series 7
Trading
Daniel Chapin Summary
Daniel Chapin, based in East Granby, CT, US, is currently a Vice President, Financial Consultant at Fidelity Investments. Daniel Chapin brings experience from previous roles at Fidelity Investments. Daniel Chapin holds a 2008 - 2011 M.B.A. in Finance @ University of Massachusetts Amherst. With a robust skill set that includes CFP, Customer Service, Finance, Financial Analysis, Microsoft Excel and more. Daniel Chapin has 2 emails and 1 mobile phone numbers on RocketReach.
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