Operations Analyst @ (January 2025 - December 2025)
Wealth Management Service Specialist l @ (September 2023 - January 2025)
Wealth Management Service Specialist @ (September 2022 - September 2023)
High Net Worth Service Specialist @ (July 2022 - September 2022)
Customer relationship advocate @ (August 2021 - July 2022)
Closing Coordinator @ Agent's Choice Title (March 2021 - December 2021)
Daniel Gurevich Education
Daytona State College
Bachelor's degree (Accounting)
2017-2022
Daniel Gurevich Skills
Agile Methodologies
Compliance
Customer Service
Financial Services
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Problem Solving
Real Estate
Research
Risk Management
Strategic Planning
Daniel Gurevich Summary
Daniel Gurevich, based in Jacksonville, FL, US, is currently a Senior Customer Success Manager at Fidelity Investments. Daniel Gurevich brings experience from previous roles at Fidelity Investments. Daniel Gurevich holds a 2017 - 2022 Bachelor's degree in Accounting @ Daytona State College. With a robust skill set that includes Agile Methodologies, Compliance , Customer Service, Financial Services, Microsoft Excel and more. Daniel Gurevich has 1 emails and 1 mobile phone numbers on RocketReach.
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