Daniel Cumming

Daniel Cumming Email and Phone Number

Managing Director at Fidelity Investments @ Fidelity Investments
boston, massachusetts, united states
Daniel Cumming's Location
Denver, Colorado, United States, United States
Daniel Cumming's Contact Details
About Daniel Cumming

As Managing Director at Fidelity Investments, I lead institutional 401k relationship management, focusing on delivering tailored retirement plan solutions. I collaborate closely with Plan Sponsors to address regulatory requirements, investment architecture, and plan design alternatives. My consultative approach ensures clients receive comprehensive and strategic guidance that supports their long-term goals. In addition to facilitating investment reviews, I work with internal teams to analyze and enhance plan performance, addressing both qualified and non-qualified plan design options.Throughout my career at Fidelity, I have taken on progressively more complex roles, from client services and workplace planning to leadership in investment consulting. This diverse experience gives me a deep understanding of operational efficiency, compliance, and how to best serve our clients. My Series 7, 9/10, and 66 licenses, along with my passion for problem-solving, allow me to consistently deliver value in a fast-evolving industry.Previously, at T. Rowe Price, I focused on high-net-worth portfolios, providing investment research and guidance. I hold a B.A. in Finance from Colorado State University with expertise in Investment Analysis and Corporate Finance.

Daniel Cumming's Current Company Details
Fidelity Investments

Fidelity Investments

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Managing Director at Fidelity Investments
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Daniel Cumming Work Experience Details
  • Fidelity Investments
    Managing Director, 401K Relationship Manager
    Fidelity Investments Jul 2024 - Present
    Denver, Colorado, United States
    The Managing Director is the primary contact for our institutional clients and responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of Plan Sponsors. Develop positive relationships with institutional clients and build internal working relationships with Fidelity personnel in support of service delivery. Focused on understanding and responding to clients. Assume a consultative role to acquire a clear understanding of the business needs of relevant issues. Facilitate discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.Coordinate internal resources to provide analysis and recommendations to clients on design alternatives.Responsible for analyzing investment architecture and providing appropriate alternatives.Identify key drivers and maintains consistent formal/informal contact with key client decision makers.Actively facilitating Investment Review meetings.Work closely and actively leads discussions with Investment Consulting to build effective investment strategies and develop solutions that benefit clients/Fidelity.
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  • Fidelity Investments
    Client Service Manager
    Fidelity Investments Jul 2022 - Jul 2024
    The Client Services Manager (CSM) operates in a service team environment, in support of a book of business, and is accountable for 401k plan-level record keeping and operational activities related to Defined Contribution (DC), Non-Qualified (NQ), and Health Savings Account (HSA) plans. Establishes, maintains, and manages daily client relationships, with client decision makers, who are responsible for operational plan design and overseeing ongoing administration.Coordinates and prioritizes the operational service team’s efforts, including serving as the point of escalation for plan-level operational issues.Reviews the plan operations to ensure consistent and compliant operations with the plan documentation and recommends services and solutions based on the client’s and Fidelity’s needs.
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  • Fidelity Investments
    Workplace Planning Help Desk
    Fidelity Investments Jul 2021 - Jun 2022
    The role of the WPA Help Desk is instrumental in the ongoing coaching and development of the Consultants. Primary responsibilities include answering associate questions to provide for a better client experience, identifying and coaching to knowledge gaps with the Consultants, assisting with supervisory responsibilities per delegated authority and various other leadership responsibilities.Drive Denver WPA’s mission: help create a tsunami of talent, help associates achieve what they did not think possible, and foster an environment that attracts the best of the best. Provide technical support for both associates and leaders.
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  • Fidelity Investments
    Workplace Planning Consultant
    Fidelity Investments Feb 2020 - Jul 2021
    Greater Denver Area
    The Workplace Planning Consultant is part of Fidelity’s Workplace Planning and Advice group. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. Uncovering and identifying the needs while providing guidance on asset-related decision-makingRunning financial modeling tools for clients to display long term impact of their financial decisions.
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  • Fidelity Investments
    High Net Worth Service Representative
    Fidelity Investments Feb 2019 - Feb 2020
    Greater Denver Area
    Provide product and service level guidance for Fidelity clients, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests.Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client.Collaborate with internal business partners to research and resolve complex client requests.Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request.
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  • T. Rowe Price
    High Net Worth Client Representative | Personal Services Group
    T. Rowe Price May 2018 - Feb 2019
    Colorado Springs, Colorado
    Worked in collaboration with the firm’s financial advisors and consultants to execute complex asset allocation strategies in high net worth client portfolios.Conducted investment research in client portfolios and effectively communicated performance to clients and advisors.Placed large dollar and share trades in client accounts and helped clients in understanding the taxable implications of transactions within tax deferred asset accounts and taxable accounts.
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  • T. Rowe Price
    Retail Investment Specialist
    T. Rowe Price Jun 2017 - May 2018
    Colorado Springs, Colorado Area
    Completed buy and sell orders of shares of T. Rowe Price Mutual funds with direction from firm advisors and clients. Analyzed and provide pro-active solutions to address client needs and issues. Conducted investment research and maintain up to date familiarity of investment industry trends that affect markets and client portfolios. Impacted team coordination by helping implement and improve team processes and communication for cohesion, effectiveness, and efficiency.
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  • Davinci Sign Systems, Inc
    Marketing Coordinator
    Davinci Sign Systems, Inc Jun 2016 - Jun 2017
    Windsor, Colorado
    Monitored budgets by comparing and analyzing actual results with plans and forecasts.Implemented marketing and advertising campaigns by preparing marketing and advertising strategies, plans, and objectives.Promoted products and services through public relations initiatives.Oversaw the implementation of a new website, mobile applications, digital marketing strategies, SEO and online advertising and promotional strategies.
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  • Colorado State University
    Associate Producer
    Colorado State University Aug 2014 - Jun 2017
    Assisted in the production of a TV mini series called “The Grind” which airs weekly onAltitude Sports.Filmed and edited other weekly video projects on strict deadlines such as hype/highlightvideos and press conferences.Produced content to be distributed on multiple social media platforms.Helped managed a group of 3 students/interns to run daily tasks such as logging, filming, andediting.
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  • Colorado State University- Athletics
    Video Technican/Editor
    Colorado State University- Athletics Feb 2014 - Aug 2016
    Filmed CSU football events such as practices and games either from the sideline orscissor lifts.Handled and maintained camera and audio equipment.Worked in groups of 6 or more.
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Daniel Cumming Skills

Creative Problem Solving Teamwork Problem Solving Microsoft Excel Creativity Communication Microsoft Office Microsoft Word Positive Can Do Attitude Organization Avid Videographer Public Speaking Written And Verbal Communication Abilities Team Oriented Dependable Team Player Advanced German Mac Os Powerpoint Osha Certified Leadership Marketing Social Media Time Management Event Planning Customer Service

Daniel Cumming Education Details

Frequently Asked Questions about Daniel Cumming

What company does Daniel Cumming work for?

Daniel Cumming works for Fidelity Investments

What is Daniel Cumming's role at the current company?

Daniel Cumming's current role is Managing Director at Fidelity Investments.

What is Daniel Cumming's email address?

Daniel Cumming's email address is da****@****ate.edu

What schools did Daniel Cumming attend?

Daniel Cumming attended Colorado State University, Lamar High School.

What skills is Daniel Cumming known for?

Daniel Cumming has skills like Creative Problem Solving, Teamwork, Problem Solving, Microsoft Excel, Creativity, Communication, Microsoft Office, Microsoft Word, Positive Can Do Attitude, Organization, Avid Videographer, Public Speaking.

Who are Daniel Cumming's colleagues?

Daniel Cumming's colleagues are Michael Duchemin, Denise James, Grant Blaisdell, Savanna Smith, Chakira Tompkins, Victor Liu, Ph.d., Cfa, Jason Thurman.

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