Semi Retired
Self-Employed
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Dan Santone Email & Phone Number
Semi Retired
at
Self-employed
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✓ Verified August 2026
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Current company
Role
Semi Retired
Location
Dallas-Fort Worth Metroplex, United States
Company size
Who is Dan Santone? Overview
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Quick answer
Dan Santone is listed as Semi Retired at Self-employed, a with 10 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a matched LinkedIn profile for Dan Santone.
Dan Santone previously worked as Squad Leader - Workplace Platforms at Fidelity Investments and Squad Leader - Advanced Process Solutions at Fidelity Investments. Dan Santone holds Bba, Finance And Economics from Stephen F. Austin State University.
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Self-employed
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Profile bio
About Dan Santone
Dan.Santone@me.com
Current workplace
Dan Santone's current company
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Self-Employed
10 roles
Dan Santone work experience
A career timeline built from the work history available for this profile.
Squad Leader - Workplace Platforms
CurrentDelivering business process management solutions to internal operations teams within Fidelity Workplace Investments.
Aug 2022 - Present
Squad Leader - Advanced Process Solutions
Squad Leader within Advanced Process Solutions providing business process automation consulting, implementation services, and ongoing support of our internal Fidelity business units.
Nov 2018 - Aug 2022
Director, It Product Manager
Fidelity Pricing and cash Management Services (FPCMS)Responsible for setting and executing on the strategic direction of multiple products. Managed portfolio of reconciliation, tax and payment products within operations and technology. Role includes full accountability for performance, stability and delivery within these services.
Nov 2016 - Nov 2018
Director, Cash Product & Service Delivery
Fidelity Pricing and cash Management Services (FPCMS)Recruited to focus product offering for treasury cash services within transfer agent operations. Product management role within operations centered on staff relocation efforts and replacing wire transfer platform.
Aug 2012 - Nov 2016
Vice President - Technology Relationship Management
Client Technology Management - Worldwide Securities ServicesFocused on expanding the technology delivery efforts for our largest external customer. Served as a leading customer advocate and ensured clients received a great end-to-end user experience. With a focus on process, solution and product innovation, this role included presenting complex technical information concisely to a variety of audiences.
Jan 2008 - Sep 2012
Assistant Vice President - Client Technology Onboarding
Client Technology Onboarding - Worldwide Securities ServicesLed technology efforts for complex business implementations. Provided technical sales support on new business opportunities, due diligence and vendor engagements. Followed sale to implementation on complex deals.
Jan 2008 - Jan 2010
Assistant Vice President - Director Of Client Automation
Custody Cash Automation Director - Worldwide Securities ServicesDirected automation efforts through external client consulting and program management. Responsible for improving the straight through processing of custody cash operations within USSO / NATO division. Acted as information and product owner for global currency payment platform.
Jan 2004 - Jan 2008
Officer - Process Improvement Lead
Custody Cash Operations Process Improvement - Worldwide Securities ServicesImproved the efficiency of Global Custody Cash Operations. This role included developing business cases and investment proposals for process improvement ideas. Designed and tested workflow changes resulting in direct expense reduction of $3MM+ while delivering headcount saves of 15%.
Jan 2001 - Jan 2004
Registered Investment Advisor
This advisory role consisted primarily of consulting retail clients on investment decisions, product selection and asset allocation.
Jan 2000 - Jan 2001
Team & coworkers
Colleagues at Self-employed
Other employees you can reach at fidelity.com. View company contacts for 10 employees →
JB
Jack Benenson
Colleague at Self-EmployedBoston, Massachusetts, United States
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MM
Michael Melody
Colleague at Self-EmployedGalway, County Galway, Ireland
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KH
Kathryn Hughes
Colleague at Self-EmployedRedlands, California, United States
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AL
Anthony Lees
Colleague at Self-EmployedActon, Massachusetts, United States
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CB
Cody Brookes
Colleague at Self-EmployedDallas-Fort Worth Metroplex, United States
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HH
Harriet Haake Hall
Colleague at Self-EmployedSan Diego, California, United States
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AR
Abdallah Rabea
Colleague at Self-EmployedJordan
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PH
Pauline Harty, Pmp Csm
Colleague at Self-EmployedSomerville, Massachusetts, United States
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RG
Ravali G
Colleague at Self-EmployedMckinney, Texas, United States
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SV
Shailesh Vyas
Colleague at Self-EmployedBengaluru, Karnataka, India
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Jack Benenson
Colleague at Self-EmployedBoston, Massachusetts, United States
View →
MM
Michael Melody
Colleague at Self-EmployedGalway, County Galway, Ireland
View →
KH
Kathryn Hughes
Colleague at Self-EmployedRedlands, California, United States
View →
AL
Anthony Lees
Colleague at Self-EmployedActon, Massachusetts, United States
View →
CB
Cody Brookes
Colleague at Self-EmployedDallas-Fort Worth Metroplex, United States
View →
HH
Harriet Haake Hall
Colleague at Self-EmployedSan Diego, California, United States
View →
AR
Abdallah Rabea
Colleague at Self-EmployedJordan
View →
PH
Pauline Harty, Pmp Csm
Colleague at Self-EmployedSomerville, Massachusetts, United States
View →
RG
Ravali G
Colleague at Self-EmployedMckinney, Texas, United States
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SV
Shailesh Vyas
Colleague at Self-EmployedBengaluru, Karnataka, India
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1 education record
Dan Santone education
-
Stephen F. Austin State University
FAQ
Frequently asked questions about Dan Santone
Quick answers generated from the profile data available on this page.
What company does Dan Santone work for?
Dan Santone works for Self-employed.
What is Dan Santone's role at Self-employed?
Dan Santone is listed as Semi Retired at Self-employed.
Where is Dan Santone based?
Dan Santone is based in Dallas-Fort Worth Metroplex, United States while working with Self-employed.
What companies has Dan Santone worked for?
Dan Santone has worked for Self-Employed, Fidelity Investments, J.P. Morgan - Worldwide Securities Services, and Edward Jones.
Who are Dan Santone's colleagues at Self-employed?
Dan Santone's colleagues at Self-employed include Jack Benenson, Michael Melody, Kathryn Hughes, Anthony Lees, and Cody Brookes.
How can I contact Dan Santone?
You can use AeroLeads to view verified contact signals for Dan Santone at Self-employed, including work email, phone, and LinkedIn data when available.
What schools did Dan Santone attend?
Dan Santone holds Bba, Finance And Economics from Stephen F. Austin State University.
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