Central Relationship Manager
Current
Feb 2023 - Present
AeroLeads people directory · profile
Dan Veith Email & Phone Number
Central Relationship Manager
at
Fidelity Investments
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Central Relationship Manager
Location
Rutherford, New Jersey, United States
Company size
Who is Dan Veith? Overview
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Quick answer
Dan Veith is listed as Central Relationship Manager at Fidelity Investments, a with 52767 employees, based in Rutherford, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Dan Veith.
Dan Veith previously worked as Associate Director at Vontobel and ETF Specialist/External Wholesaler at Oppenheimer Funds. Dan Veith holds Bachelor'S Degree, Criminal Justice/Safety Studies from Monmouth University.
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Fidelity Investments
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Profile bio
About Dan Veith
Investment professional focused on working with RIAsStrong passion and knowledge of Digital Assets/Blockchain - earning 4 certificates in the subject matter from prominent institutions
Current workplace
Dan Veith's current company
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Fidelity Investments
8 roles
Dan Veith work experience
A career timeline built from the work history available for this profile.
Associate Director
Helped educate RIA's in the US on how to work with International clients and complex business cases using Vontobel's Custodial/Execution platform - based in SwitzerlandResponsible for daily trading for RIA clients - best execution trades using different trading techniquesCrypto Board Member
Feb 2018 - Oct 2022
Etf Specialist/External Wholesaler
Worked exclusively on the RIA team to help educate existing clients about the benefits of ETF'sTraveled across the country on a weekly basis for in person meetings, presentations, and overall relationship building
Mar 2017 - Feb 2018
Team Lead - Regional Associate
Covered the Central Territory as a hybrid wholesaler and brand ambassador for Wisdomtree ETF'sLead a team of internal wholesalers covering RIA's and Institutional clients
May 2013 - Mar 2017
Apr 2012 - May 2013
Business Development Specialist
Internal Wholesaler covering the East Coast - focused on the RIA channel
Sep 2010 - Apr 2012
Registered Client Service Associate
Jul 2008 - Sep 2010
Product Specialist
Jun 2007 - Jun 2008
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
TC
Tabiri Cofie
Colleague at Fidelity InvestmentsNewark, New Jersey, United States
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TM
Tracy Murnahan
Colleague at Fidelity InvestmentsCincinnati, Ohio, United States
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EE
Eunice E. Lee
Colleague at Fidelity InvestmentsJersey City, New Jersey, United States
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MQ
Matthew Queen
Colleague at Fidelity InvestmentsGraham, North Carolina, United States
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MM
Michael Mason
Colleague at Fidelity InvestmentsMarlborough, Massachusetts, United States
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DD
David Dacosta
Colleague at Fidelity InvestmentsSalt Lake City Metropolitan Area, United States
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TT
Thomas Trine
Colleague at Fidelity InvestmentsPasadena, California, United States
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JC
Jamie C. Curcio
Colleague at Fidelity InvestmentsMiddletown, New Jersey, United States
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KE
Kimberly Elkins
Colleague at Fidelity InvestmentsProvo, Utah, United States
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JB
Jonathan Baulch
Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States
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Tabiri Cofie
Colleague at Fidelity InvestmentsNewark, New Jersey, United States
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TM
Tracy Murnahan
Colleague at Fidelity InvestmentsCincinnati, Ohio, United States
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EE
Eunice E. Lee
Colleague at Fidelity InvestmentsJersey City, New Jersey, United States
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MQ
Matthew Queen
Colleague at Fidelity InvestmentsGraham, North Carolina, United States
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MM
Michael Mason
Colleague at Fidelity InvestmentsMarlborough, Massachusetts, United States
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DD
David Dacosta
Colleague at Fidelity InvestmentsSalt Lake City Metropolitan Area, United States
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TT
Thomas Trine
Colleague at Fidelity InvestmentsPasadena, California, United States
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JC
Jamie C. Curcio
Colleague at Fidelity InvestmentsMiddletown, New Jersey, United States
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KE
Kimberly Elkins
Colleague at Fidelity InvestmentsProvo, Utah, United States
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JB
Jonathan Baulch
Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States
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1 education record
Dan Veith education
FAQ
Frequently asked questions about Dan Veith
Quick answers generated from the profile data available on this page.
What company does Dan Veith work for?
Dan Veith works for Fidelity Investments.
What is Dan Veith's role at Fidelity Investments?
Dan Veith is listed as Central Relationship Manager at Fidelity Investments.
Where is Dan Veith based?
Dan Veith is based in Rutherford, New Jersey, United States while working with Fidelity Investments.
What companies has Dan Veith worked for?
Dan Veith has worked for Fidelity Investments, Vontobel, Oppenheimer Funds, Wisdomtree Asset Management, and Blackrock.
Who are Dan Veith's colleagues at Fidelity Investments?
Dan Veith's colleagues at Fidelity Investments include Tabiri Cofie, Tracy Murnahan, Eunice E. Lee, Matthew Queen, and Michael Mason.
How can I contact Dan Veith?
You can use AeroLeads to view verified contact signals for Dan Veith at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Dan Veith attend?
Dan Veith holds Bachelor'S Degree, Criminal Justice/Safety Studies from Monmouth University.
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