Daniel Patterson Email & Phone Number
Vice President, Wealth Planner @ Fidelity Investments
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Daniel Patterson Location
- Denver, CO, US
Daniel Patterson Work
- Vice President, Wealth Planner @ (April 2023 - Present)
- Financial Consultant @ (May 2019 - April 2023)
- Investment Consultant @ (January 2016 - May 2019)
- Financial Advisor @ (January 2013 - January 2016)
- Registered Client Service Associate @ (July 2011 - December 2012)
- Intern @ (June 2010 - August 2010)
Daniel Patterson Education
- University of Colorado Boulder - Leeds School of Business
B.S. in Business Administration (Finance)
2007-2011
Daniel Patterson Summary
- Daniel Patterson, based in Denver, CO, US, is currently a Vice President, Wealth Planner at Fidelity Investments. Daniel Patterson brings experience from previous roles at Fidelity Investments, Merrill Lynch and UBS Wealth Management. Daniel Patterson holds a 2007 - 2011 B.S. in Business Administration in Finance @ University of Colorado Boulder - Leeds School of Business. Daniel Patterson has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Daniel Patterson?
Find contact details for 700 million professionals.
Others Named Daniel Patterson
Daniel Patterson
Vice President, Head of CMC
Chapel Hill, NC, US
Daniel Patterson
Director, Consulting Services
Lexington, KY, US
Daniel Patterson
Vice President, Wealth Planner
Denver, CO, US
Daniel Patterson
Vice President, Head of Investor Relations
Copenhagen, DK
Top Fidelity Investments Employees
Pk Shiu
CTO, DeFi Startup
Boston, MA, US
Keith Dennelly
CIO Asset Management
Boston, MA, US
Eric Emerson
CIO - Brokerage Recordkeeping Technology
Boston, MA, US
Kristin White
Chief Financial Officer, Fidelity Brokerage
Boston, MA, US
Christopher Melia
CIO - Head of Wealth Technology
Boston, MA, US
Michael Wilens
President, Enterprise Services
Boston, MA, US
Janet Clay
Managing Director of Research
Boston, MA, US
Edmond Holohan
Chief Product Owner Application Security
Boston, MA, US
Abby Johnson
Chairman and Chief Executive Officer
Boston, Massachusetts, United States
David Wolf
Chief Product Officer, Finance Platform
Boston, MA, US
Michael O'Reilly
President, Fidelity Digital Assets
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co