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Daniel Illg is listed as Brokerage Consultant at Fidelity Investments at Fidelity Investments, a with 52767 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Daniel Illg.
Daniel Illg previously worked as Brokerage Consultant at Fidelity Investments and Portfolio Specialist at Fidelity Investments. Daniel Illg holds Ba Business Communication from Plymouth State University.
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Began my career in Finance and Investment Consulting back in 2007. Currently as a Brokerage Consultant, I partner with existing clients, as well as prospects, to help them decide if Fidelity is the best fit for their brokerage needs. This includes assisting clients with equity/options/ETF trade execution, portfolio maintenance, risk management, securities lending and margin borrowing.
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• Conduct sales interactions with clients to drive acquisition, retention and development through Fidelity’s brokerage offering. • Subject matter expert in margin, equities and options markets, securities lending, and Fidelity’s brokerage tools/research. • Collaborate with VP/Financial Consultants at Fidelity to build personalized investment plans to help clients realize their goals.
• Worked with both new and loyal clients regarding the management of their portfolios to ensure the appropriate investment strategy. • Provided insight from Strategic Advisors to our clients to reinforce the value of PAS and build trust.
• Executed trades for Fidelity’s most sophisticated, demanding, and valuable High Net Worth Active Traders.• Aided clients in researching and placing complex stock and option trades while leveraging Fidelity’s research capabilities and Fidelity’s trading platform. • Provided expertise in complex stock and option strategies, margin borrowing, day trading and short selling to Fidelity’s most active traders.
• Provided our Senior Account Executives with opportunities to acquire new business by uncovering unstated needs. • Demonstrated leadership in various efforts to increase customer loyalty and build lasting relationships with our High-Net-Worth clients.
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
Alexa Ardolino
Colleague at Fidelity InvestmentsGreater Boston, United States
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Victoria Vivian Valdez, Mba
Colleague at Fidelity InvestmentsCrowley, Texas, United States
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Schuyler Laird
Colleague at Fidelity InvestmentsGreater Boston, United States
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Jon Ohlson
Colleague at Fidelity InvestmentsMilford, New Hampshire, United States
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Arit A. Amana
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
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Victoria Hung
Colleague at Fidelity InvestmentsIrvine, California, United States
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David Pham
Colleague at Fidelity InvestmentsEverett, Massachusetts, United States
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Monty Melford
Colleague at Fidelity InvestmentsUnited States
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Jackson Webb
Colleague at Fidelity InvestmentsBoulder, Colorado, United States
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Zachary Williams
Colleague at Fidelity InvestmentsPlano, Texas, United States
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Daniel Illg works for Fidelity Investments.
Daniel Illg is listed as Brokerage Consultant at Fidelity Investments at Fidelity Investments.
AeroLeads has found 1 work email signal at @fidelity.com for Daniel Illg at Fidelity Investments.
Daniel Illg is based in Boston, Massachusetts, United States while working with Fidelity Investments.
Daniel Illg has worked for Fidelity Investments.
Daniel Illg's colleagues at Fidelity Investments include Alexa Ardolino, Victoria Vivian Valdez, Mba, Schuyler Laird, Jon Ohlson, and Arit A. Amana.
You can use AeroLeads to view verified contact signals for Daniel Illg at Fidelity Investments, including work email, phone, and LinkedIn data when available.
Daniel Illg holds Ba Business Communication from Plymouth State University.
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