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Daniel Holzman Email & Phone Number

Planning Consultant at Fidelity Investments at Fidelity Investments
Location: Ann Arbor, Michigan, United States 7 work roles 1 school
1 work email found @fidelity.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@fidelity.com
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Current company
Fidelity Investments
Role
Planning Consultant at Fidelity Investments
Location
Ann Arbor, Michigan, United States
Company size
10 employees

Who is Daniel Holzman? Overview

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Quick answer

Daniel Holzman is listed as Planning Consultant at Fidelity Investments at Fidelity Investments, a company with 10 employees, based in Ann Arbor, Michigan, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Daniel Holzman.

Daniel Holzman previously worked as Planning Consultant at Fidelity Investments and Investment Consultant at Fidelity Investments. Daniel Holzman holds Bachelor'S Degree, Economics from University Of Massachusetts Amherst.

Company email context

Email format at Fidelity Investments

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{first}.{last}@fidelity.com
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AeroLeads found 1 current-domain work email signal for Daniel Holzman. Compare company email patterns before reaching out.

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Profile bio

About Daniel Holzman

Skilled in Microsoft Excel, Analytical Skills, Customer Service, Communication, and Financial Reporting. Strong professional with a Bachelor's degree focused in Economics from University of Massachusetts, Amherst.

Listed skills include Microsoft Office, Teamwork, Financial Reporting, Analytical Skills, and 13 others.

Current workplace

Daniel Holzman's current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
Planning Consultant at Fidelity Investments
Website
fidelity.com
Employees
10
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Company profile
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7 roles

Daniel Holzman work experience

A career timeline built from the work history available for this profile.

Broker Services

Charles Schwab

Westlake, Texas, US

Aug 2020 - Jun 2022

Teller

Bank Of Cape Cod
  • Opened and Closed the branch every day
  • Balanced the General Ledgers for the branch
  • Activated Accounts and processed transactions for customers
May 2016 - Aug 2016

Parking Assistant, Valet

Hmi Parking/ Black Cat Tavern

Assisted Customers in an efficient mannerHandled luxurious vehicles with pristine care

Jun 2014 - Aug 2016

Leisure Program Counselor

Barnstable Recreation
  • Responsible for the well-being of children ages 10-12
  • Planned and Facilitated events to build social skills for children
  • Ensured the fun and safety for the children in the program
Jun 2013 - Aug 2014
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 10 employees →

SR Sorin Roman Sorin Roman Colleague at Fidelity Investments Hampton Falls, New Hampshire, United States, United States View → SM Sam Myers Sam Myers Colleague at Fidelity Investments Fort Worth, Texas, United States, United States View → RC Raúl Coronado Raúl Coronado Colleague at Fidelity Investments Washington DC-Baltimore Area, United States View → RW Rigdon Whitfield Rigdon Whitfield Colleague at Fidelity Investments Durham, North Carolina, United States, United States View → TL Tiffany Lucas Tiffany Lucas Colleague at Fidelity Investments Greater Richmond Region, United States View → SF Sean Flynn Sean Flynn Colleague at Fidelity Investments Acton, Massachusetts, United States, United States View → RW Rachel Wilson Rachel Wilson Colleague at Fidelity Investments Raleigh, North Carolina, United States, United States View → PB Patrick Brown, Crps®, Eca Patrick Brown, Crps®, Eca Colleague at Fidelity Investments New York City Metropolitan Area, United States View → JP Jill Pellegrino Jill Pellegrino Colleague at Fidelity Investments Smithfield, Rhode Island, United States, United States View → JK Jacqueline Kwan, Crpc® Jacqueline Kwan, Crpc® Colleague at Fidelity Investments Walnut Creek, California, United States, United States View →
1 education record

Daniel Holzman education

  • University Of Massachusetts Amherst
    University Of Massachusetts Amherst
    Economics
FAQ

Frequently asked questions about Daniel Holzman

Quick answers generated from the profile data available on this page.

What company does Daniel Holzman work for?

Daniel Holzman works for Fidelity Investments.

What is Daniel Holzman's role at Fidelity Investments?

Daniel Holzman is listed as Planning Consultant at Fidelity Investments at Fidelity Investments.

What is Daniel Holzman's email address?

AeroLeads has found 1 work email signal at @fidelity.com for Daniel Holzman at Fidelity Investments.

Where is Daniel Holzman based?

Daniel Holzman is based in Ann Arbor, Michigan, United States while working with Fidelity Investments.

What companies has Daniel Holzman worked for?

Daniel Holzman has worked for Fidelity Investments, Charles Schwab, Interactive Brokers, Bank Of Cape Cod, and Hmi Parking/ Black Cat Tavern.

Who are Daniel Holzman's colleagues at Fidelity Investments?

Daniel Holzman's colleagues at Fidelity Investments include Sorin Roman, Sam Myers, Raúl Coronado, Rigdon Whitfield, and Tiffany Lucas.

How can I contact Daniel Holzman?

You can use AeroLeads to view verified contact signals for Daniel Holzman at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Daniel Holzman attend?

Daniel Holzman holds Bachelor'S Degree, Economics from University Of Massachusetts Amherst.

What skills is Daniel Holzman known for?

Daniel Holzman is listed with skills including Microsoft Office, Teamwork, Financial Reporting, Analytical Skills, Social Media, Problem Solving, Microsoft Excel, and Communication Skills.

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