Daniel Flanagan Email & Phone Number
Vice President Investment Operations - Fidelity Family Office Services @ Fidelity Investments
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Daniel Flanagan Location
- Upton, MA, US
Daniel Flanagan Work
- 2018 -now Vice President Investment Operations - Fidelity Family Office Services @
- 2015 -2018 Vice President Reporting Services - Fidelity Family Office Services @
- 2009 -2015 Senior Director Reporting Services, Family Office Services @
- 2006 -2009 Business Analyst Consultant, Family Office Services @
- 2004 -2006 Business Analyst Consultant @
- 2000 -2004 Business Analyst @
- 1999 -2000 Operations Supervisor @
- 1994 -1999 Operations Supervisor @
Daniel Flanagan Skills
- Business Strategy
- Financial Services
- Investment Operations
- Fixed Income
- Performance Management
- Registered Investment Advisor
- Project Management
- Asset Management
- Alternative Investments
- Business Planning
- Risk Management
- Regulatory Compliance
- Change Management
- Customer Experience
- Customer Satisfaction
- Trading
- Bloomberg
- Microsoft Office
- Microsoft Excel
- Microsoft Word
- Trading Systems
- Employee Training
- Relationship Building
- People Development
- Team Leadership
- Customer Service
- Coaching
- Communication
- Problem Solving
- Charles River IMS
- Municipal Bonds
- Financial Technology
- Vendor Oversight
- Vendor Partnerships
- Process Improvement
- Data Analytics
- Reporting
- Trade Operations
- Client Training
- Product Ownership
- Fund Services
- Cross-Organization Collaboration
- Salesforce.com
Daniel Flanagan Summary
- Daniel Flanagan, based in Upton, MA, US, is currently a Vice President Investment Operations - Fidelity Family Office Services at Fidelity Investments. Daniel Flanagan brings experience from previous roles at Fidelity Investments and Olmstead Associates. With a robust skill set that includes Business Strategy, Financial Services, Investment Operations, Fixed Income, Performance Management and more. Daniel Flanagan has 1 emails and 3 mobile phone numbers on RocketReach.
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