Daniel Patterson Location
Denver, CO, US
Daniel Patterson Work
- 2023 - now Vice President, Wealth Planner @ Fidelity Investments
- 2019 - 2023 Financial Consultant @ Fidelity Investments
- 2016 - 2019 Investment Consultant @ Fidelity Investments
- 2013 - 2016 Financial Advisor @ Merrill Lynch
- 2011 - 2012 Registered Client Service Associate @ UBS Group AG
- 2010 - 2010 Intern @ Forsythe Technology
Daniel Patterson Education
- University of Colorado at 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 at Boulder - Leeds School of Business. Daniel Patterson has 1 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Daniel Patterson?
Find contact details for 700 million professionals.
Others Named Daniel Patterson
-
Daniel Patterson
Senior Marketing Manager at Cpl
Reading, GB12 -
Daniel Patterson
Owner at Patterson Surveying & Engineering, LLC
Medford, NJ, US45+ -
43
-
Daniel Patterson
SVP Global Solutions at Trulioo
Vancouver, BC, CA2 -
22
Top Fidelity Investments Employees
-
24
-
Phil Donovan
COO, Digital Workplace at Fidelity Investments
Boston, MA, US55+ -
Pk Shiu
CTO, DeFi Startup at Fidelity Investments
Boston, MA, US35+ -
Keith Dennelly
CIO Asset Management at Fidelity Investments
Boston, MA, US15+ -
25+
-
13
-
Mike Pegnato
COO, Fidelity Personal Trust Company at Fidelity Investments
Swampscott, MA, US15+ -
24
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
