Team Leader, Fundamental Model Management
Current
Jan 2024 - Present
AeroLeads people directory · profile
Dan Bennett, Cfa Email & Phone Number
Team Leader, Fundamental Model Management at Strategic Advisers - Fidelity Investments
at
Fidelity Investments
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Team Leader, Fundamental Model Management at Strategic Advisers - Fidelity Investments
Location
Milton, Massachusetts, United States
Company size
Who is Dan Bennett, Cfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dan Bennett, Cfa is listed as Team Leader, Fundamental Model Management at Strategic Advisers - Fidelity Investments at Fidelity Investments, a with 52767 employees, based in Milton, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Dan Bennett, Cfa.
Dan Bennett, Cfa previously worked as Team Leader, Fundamental Model Management at Fidelity Investments and Senior Portfolio Analyst at Fidelity Investments. Dan Bennett, Cfa holds Bs, Finance from Bryant University.
Company email context
Email format at Fidelity Investments
This section adds company-level context without repeating Dan Bennett, Cfa's masked contact details.
Fidelity Investments
Review company-level records connected to Dan Bennett, Cfa before choosing the right outreach path.
Profile bio
About Dan Bennett, Cfa
Dan Bennett, Cfa is a Team Leader, Fundamental Model Management at Strategic Advisers - Fidelity Investments at Fidelity Investments.
Current workplace
Dan Bennett, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Fidelity Investments
6 roles
Dan Bennett, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Portfolio Analyst
Jan 2020 - Dec 2023
Portfolio Analyst
Sep 2014 - Dec 2019
Director, Investment Program Management
Fidelity Charitable
Apr 2011 - Jun 2014
Senior Manager, Investment Support
Global Asset Allocation Division, Fidelity Investments
Jul 2005 - Mar 2011
Lead Senior Analyst/Analyst
Fidelity Pricing And Cash Management Services
Jan 2001 - Jun 2005
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
QM
Quinton Morckel, Mba
Colleague at Fidelity InvestmentsDenver, Colorado, United States
View →
KT
Krystal Tung
Colleague at Fidelity InvestmentsCambridge, Massachusetts, United States
View →
RN
Renjith Nair
Colleague at Fidelity InvestmentsAlbany, New York Metropolitan Area, United States
View →
AO
Allie Oglevee, Cfp®
Colleague at Fidelity InvestmentsIrvine, California, United States
View →
AW
April Wiaczek
Colleague at Fidelity InvestmentsMaynard, Massachusetts, United States
View →
DL
Dwayne Logan
Colleague at Fidelity InvestmentsEnglishtown, New Jersey, United States
View →
JG
James Gou
Colleague at Fidelity InvestmentsTaipei City, Taiwan, Province Of China
View →
JS
Jonah Sonntag
Colleague at Fidelity InvestmentsDayton, Ohio, United States
View →
AK
Alexis Kennedy
Colleague at Fidelity InvestmentsDenver, Colorado, United States
View →
LF
Larry Freed
Colleague at Fidelity InvestmentsSan Jose, California, United States
View →
Quinton Morckel, Mba
Colleague at Fidelity InvestmentsDenver, Colorado, United States
View →
KT
Krystal Tung
Colleague at Fidelity InvestmentsCambridge, Massachusetts, United States
View →
RN
Renjith Nair
Colleague at Fidelity InvestmentsAlbany, New York Metropolitan Area, United States
View →
AO
Allie Oglevee, Cfp®
Colleague at Fidelity InvestmentsIrvine, California, United States
View →
AW
April Wiaczek
Colleague at Fidelity InvestmentsMaynard, Massachusetts, United States
View →
DL
Dwayne Logan
Colleague at Fidelity InvestmentsEnglishtown, New Jersey, United States
View →
JG
James Gou
Colleague at Fidelity InvestmentsTaipei City, Taiwan, Province Of China
View →
JS
Jonah Sonntag
Colleague at Fidelity InvestmentsDayton, Ohio, United States
View →
AK
Alexis Kennedy
Colleague at Fidelity InvestmentsDenver, Colorado, United States
View →
LF
Larry Freed
Colleague at Fidelity InvestmentsSan Jose, California, United States
View →
2 education records
Dan Bennett, Cfa education
Bs, Finance
Ms, Finance
FAQ
Frequently asked questions about Dan Bennett, Cfa
Quick answers generated from the profile data available on this page.
What company does Dan Bennett, Cfa work for?
Dan Bennett, Cfa works for Fidelity Investments.
What is Dan Bennett, Cfa's role at Fidelity Investments?
Dan Bennett, Cfa is listed as Team Leader, Fundamental Model Management at Strategic Advisers - Fidelity Investments at Fidelity Investments.
Where is Dan Bennett, Cfa based?
Dan Bennett, Cfa is based in Milton, Massachusetts, United States while working with Fidelity Investments.
What companies has Dan Bennett, Cfa worked for?
Dan Bennett, Cfa has worked for Fidelity Investments, Fidelity Charitable, Global Asset Allocation Division, Fidelity Investments, and Fidelity Pricing And Cash Management Services.
Who are Dan Bennett, Cfa's colleagues at Fidelity Investments?
Dan Bennett, Cfa's colleagues at Fidelity Investments include Quinton Morckel, Mba, Krystal Tung, Renjith Nair, Allie Oglevee, Cfp®, and April Wiaczek.
How can I contact Dan Bennett, Cfa?
You can use AeroLeads to view verified contact signals for Dan Bennett, Cfa at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Dan Bennett, Cfa attend?
Dan Bennett, Cfa holds Bs, Finance from Bryant University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Dan Bennett, Cfa you were looking for.
Dan Bennett, CFA
1 email domain
