Kate Daniels Email & Phone Number
Vice President, Distribution Strategy and Planning Portfolio Lead @ Fidelity Investments
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Kate Daniels Location
- Smithfield, RI, US
Kate Daniels Work
- Vice President, Distribution Strategy and Planning Portfolio Lead @ (November 2025 - Present)
- Vice President, Wealth Distribution Transformation Lead @ (January 2023 - November 2025)
- Director, RC Transformation Team Lead @ (March 2021 - January 2023)
- Director, Integration and Alignment Leader @ (July 2020 - March 2021)
- Audit Director, Squad Leader @ (September 2009 - July 2020)
- Audit Associate @ (September 2007 - June 2009)
Kate Daniels Education
- University of Connecticut
Master of Science (M.S.) (Accounting)
2007-2008 - University of Connecticut School of Business
Bachelor of Science (B.S.) (Accounting)
2003-2007
Kate Daniels Skills
- Accounting
- Anti Money Laundering
- Auditing
- Compliance
- Data Analysis
- Enterprise Risk Management
- FINRA
- Financial Accounting
- Financial Analysis
- Financial Reporting
- GAAP
- Identity Theft
- Internal Audit
- Internal Controls
- OFAC
- Privacy Compliance
- Risk Assessment
- Risk Management
- SEC filings
- Sarbanes-Oxley Act
- US GAAP
Kate Daniels Summary
- Kate Daniels, based in Smithfield, RI, US, is currently a Vice President, Distribution Strategy and Planning Portfolio Lead at Fidelity Investments. Kate Daniels brings experience from previous roles at Fidelity Investments. Kate Daniels holds a 2007 - 2008 Master of Science (M.S.) in Accounting @ University of Connecticut. With a robust skill set that includes Accounting, Anti Money Laundering, Auditing, Compliance, Data Analysis and more. Kate Daniels has 5 emails and 4 mobile phone numbers on RocketReach.
Looking for a different Kate Daniels?
Find contact details for 700 million professionals.
Others Named Kate Daniels
Kate Daniels
Managing Partner
Dyke, VA, US
Kate Daniels
Section Chief
Allen, TX, US
Kate Daniels
Head of Franchises, Associations, Buying Groups (FAB)
Evergreen, CO, US
Kate Daniels
Legal Counsel
Dublin, IE
Kate Daniels
UK Pensions and Benefits Manager
London, England, GB
Top Fidelity Investments Employees
Pk Shiu
CTO, DeFi Startup
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
Tim Codrington
Managing Director of Research
Boston, MA, US
Edmond Holohan
Chief Product Owner Application Security
Boston, MA, US
Mike Pegnato
COO, Fidelity Personal Trust Company
Swampscott, MA, US
David Wolf
Chief Product Officer, Finance Platform
Boston, MA, US
Phil Donovan
COO, Digital Workplace
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co