Daniel Bolivar

Daniel Bolivar Email and Phone Number

Investment Education Consultant at Fidelity @ Fidelity Investments
Daniel Bolivar's Location
Chicago, Illinois, United States, United States
Daniel Bolivar's Contact Details

Daniel Bolivar personal email

n/a
About Daniel Bolivar

Daniel Bolivar is a Investment Education Consultant at Fidelity at Fidelity Investments.

Daniel Bolivar's Current Company Details
Fidelity Investments

Fidelity Investments

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Investment Education Consultant at Fidelity
Website:
fidelity.com
Employees:
10
Company email:
Johrenk7@gmail.com
Daniel Bolivar Work Experience Details
  • Fidelity Investments
    Investment Education Consultant
    Fidelity Investments Jul 2023 - Present
    Boston, Ma, Us
    View
  • Fidelity Investments
    Director, Retirement Planner
    Fidelity Investments Jul 2022 - Aug 2023
    Boston, Ma, Us
    View
  • Merrill Lynch
    Wealth Management Banking Specialist
    Merrill Lynch Aug 2020 - Aug 2022
    New York, Ny, Us
    Work with a team of experienced advisors to assist high-net worth Merrill clients ranging from 250K - 250MPromptly resolve client service issuesAdd value to client portfolios with banking productions
    View
  • Merrill Lynch
    Financial Solutions Advisor
    Merrill Lynch Apr 2019 - Aug 2020
    New York, Ny, Us
    Provide detailed notes of client interactions via SalesforceWork with a team to assist client in understanding appropriate product suggestionsMaintain complaint guidelines between bank and investment products
    View
  • Axa Advisors, Llc
    Financial Advisor
    Axa Advisors, Llc Aug 2015 - 2019
    New York, Ny, Us
    Consult with clients to help develop financial needs and goals through a growth planOffer detailed, research based advice on strategies to meet clients' needs Keep up to date records and reports in a compliant mannerTrain and coach new hires
    View
  • Humble Isd
    English Interventionist Specialist, Boys Soccer Coach
    Humble Isd Aug 2013 - Aug 2015
    Humble, Texas, Us
    Create a course catered to students struggling with English in the state standardized examProvide mentorship and become available to students struggling within their social lifeContinue excellence to maintain Kingwood as one of the best public schools in TexasFacilitate practices designed to improve skill and growth of the soccer program
    View

Daniel Bolivar Education Details

  • Lamar University
    Lamar University
    Teacher Leadership
  • York College Of Pennsylvania
    York College Of Pennsylvania
    Sport And Fitness Administration/Management

Frequently Asked Questions about Daniel Bolivar

What company does Daniel Bolivar work for?

Daniel Bolivar works for Fidelity Investments

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

Daniel Bolivar's current role is Investment Education Consultant at Fidelity.

What is Daniel Bolivar's email address?

Daniel Bolivar's email address is daniel.bolivar@ml.com

What schools did Daniel Bolivar attend?

Daniel Bolivar attended Lamar University, York College Of Pennsylvania.

Who are Daniel Bolivar's colleagues?

Daniel Bolivar's colleagues are Bruce Moore, Jake Hood, Harsh Goswami, Francis Li, Taylor Skees, Cfp®, Whitley Clemente, Aman Mujawar.

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