Daniel Shaheen
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Daniel Shaheen Email & Phone Number

Planning Consultant at Fidelity Investments
Location: Denver, Colorado, United States 12 work roles 2 schools
1 work email found @fidelity.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email d****@fidelity.com
LinkedIn Profile matched
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Current company
Fidelity Investments
Role
Planning Consultant
Location
Denver, Colorado, United States
Company size
83148 employees

Who is Daniel Shaheen? Overview

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Quick answer

Daniel Shaheen is listed as Planning Consultant at Fidelity Investments, a with 83148 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Daniel Shaheen.

Daniel Shaheen previously worked as Relationship Manager at Fidelity Investments and Retirement Representative at Fidelity Investments. Daniel Shaheen holds Bachelor Of Arts (B.A.), American Government And Politics (United States) from Wesleyan University.

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 Shaheen. Compare company email patterns before reaching out.

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Profile bio

About Daniel Shaheen

Licensed Planning Consultant working alongside Fidelity’s Financial Consultants providing stellar service to our clients. I work to further Fidelity’s relationship capital with clients giving them the best assistance possible. This rapport is developed through delivering exceptional complex account servicing, pre-appointment prepping, and thoughtful discussions about one’s personal and financial life thereby furnishing the resources and connections necessary to achieve our clients’ goals. Developing deeper relations is a driver of my career and I take heart in my extraordinary service I provide.

Current workplace

Daniel Shaheen's current company

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

Fidelity Investments
Fidelity Investments
Planning Consultant
Denver, CO, US
Website
fidelity.com
Employees
83148
AeroLeads page
Company profile
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12 roles

Daniel Shaheen work experience

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

Relationship Manager

Fidelity Investments

Boston, Ma, Us

• Obtained Series 66 license

Jan 2023 - Oct 2024

Fidelity Investments Cra

Fidelity Investments

Boston, Ma, Us

• Obtained SIE, Series 7, and Series 63 licenses

Jul 2021 - Aug 2022

Bookkeeper & Office Manager

Adirondack Store

• Developed relationships with affluent customers to help facilitate warm and open environment selling high end antiques and artwork• Managed financial health of multi-million dollar company ensuring cash flow supported projected growth

Jul 2019 - Feb 2020

Senior Intern

Procon.Org

Chicago, Il, Us

• Facilitated critical thinking seminar at UCLA; developed presentation, graphically designed worksheet, one-on-one discussions with students• Problem solved and developed solutions to issues facing executive board of non-profit

Jun 2018 - Aug 2018

Supreme And County Court Intern

Franklin County Supreme And County Court
Jun 2017 - Aug 2017

Assistant District Attorney Intern

Southern Franklin County Assistant District Attorney Office
Jan 2017 - Jan 2017

Sales Associate

Shaheen'S Iga
May 2011 - Sep 2016
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 83148 employees →

JG Jessica Grimes Jessica Grimes Colleague at Fidelity InvestmentsDurham, North Carolina, United States View → TP Tom Paul Tom Paul Colleague at Fidelity InvestmentsRaleigh, North Carolina, United States View → NE Nick Eisinger Nick Eisinger Colleague at Fidelity InvestmentsGreater Guildford Area, United Kingdom View → MV Magesh Varadharajan Magesh Varadharajan Colleague at Fidelity InvestmentsSalt Lake City, Utah, United States View → MD Marisa Davis Marisa Davis Colleague at Fidelity InvestmentsMetro Jacksonville, United States View → RK Revanth Kumar Revanth Kumar Colleague at Fidelity InvestmentsMontreal, Quebec, Canada View → AZ Amruta Zirli Amruta Zirli Colleague at Fidelity InvestmentsKarnataka, India View → SP Sam Porter Sam Porter Colleague at Fidelity InvestmentsContact Info, United States View → KP Kelly Perdue Kelly Perdue Colleague at Fidelity InvestmentsKeller, Texas, United States View → MM Maria Milano Maria Milano Colleague at Fidelity InvestmentsMoultonborough, New Hampshire, United States View →
2 education records

Daniel Shaheen education

Bachelor Of Arts (B.A.), American Government And Politics (United States)

Wesleyan University

Associate Student, Political Science And Government

Queen Mary University Of London
FAQ

Frequently asked questions about Daniel Shaheen

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

What company does Daniel Shaheen work for?

Daniel Shaheen works for Fidelity Investments.

What is Daniel Shaheen's role at Fidelity Investments?

Daniel Shaheen is listed as Planning Consultant at Fidelity Investments.

What is Daniel Shaheen's email address?

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

Where is Daniel Shaheen based?

Daniel Shaheen is based in Denver, Colorado, United States while working with Fidelity Investments.

What companies has Daniel Shaheen worked for?

Daniel Shaheen has worked for Fidelity Investments, Adirondack Store, Procon.Org, Franklin County Supreme And County Court, and Southern Franklin County Assistant District Attorney Office.

Who are Daniel Shaheen's colleagues at Fidelity Investments?

Daniel Shaheen's colleagues at Fidelity Investments include Jessica Grimes, Tom Paul, Nick Eisinger, Magesh Varadharajan, and Marisa Davis.

How can I contact Daniel Shaheen?

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

What schools did Daniel Shaheen attend?

Daniel Shaheen holds Bachelor Of Arts (B.A.), American Government And Politics (United States) from Wesleyan University.

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