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Daniel Shaheen Email & Phone Number
Planning Consultant
at
Fidelity Investments
1 work email found
@fidelity.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Planning Consultant
Location
Denver, Colorado, United States
Company size
Who is Daniel Shaheen? Overview
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Quick answer
Daniel Shaheen is listed as Planning Consultant at Fidelity Investments, a company 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
89% confidence
AeroLeads found 1 current-domain work email signal for Daniel Shaheen. Compare company email patterns before reaching out.
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
11 roles
Daniel Shaheen work experience
A career timeline built from the work history available for this profile.
Planning Consultant
Current
Oct 2024 - Present
Jan 2023 - Oct 2024
Retirement Representative
Aug 2022 - Jan 2023
Jul 2021 - Aug 2022
Bookkeeper & Office Manager
- 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
Assistant
Mar 2019 - Jul 2019
Senior Intern
- 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 →
BP
Bridget Pucel, Cfp®
Colleague at Fidelity InvestmentsMilwaukee, Wisconsin, United States, United States
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SS
Shriya Suman
Colleague at Fidelity InvestmentsGreater Boston, United States
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EA
Eduardo A.
Colleague at Fidelity InvestmentsQueens County, New York, United States, United States
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DJ
David, Jr Beimesch
Colleague at Fidelity InvestmentsTulsa, Oklahoma, United States, United States
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AS
Aniket Sinkar
Colleague at Fidelity InvestmentsCharlotte, North Carolina, United States, United States
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HM
Hannah Mccook
Colleague at Fidelity InvestmentsMetro Jacksonville, United States, United States
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RH
Richard Hartnett
Colleague at Fidelity InvestmentsJersey City, New Jersey, United States, United States
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CC
Craig Campbell
Colleague at Fidelity InvestmentsSalt Lake City, Utah, United States, United States
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AJ
Anitta Jose
Colleague at Fidelity InvestmentsGalway, County Galway, Ireland, Ireland
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JG
James Gou
Colleague at Fidelity InvestmentsTaipei City, Taipei City, Taiwan, Taiwan, Province Of China
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Bridget Pucel, Cfp®
Colleague at Fidelity InvestmentsMilwaukee, Wisconsin, United States, United States
View →
SS
Shriya Suman
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
EA
Eduardo A.
Colleague at Fidelity InvestmentsQueens County, New York, United States, United States
View →
DJ
David, Jr Beimesch
Colleague at Fidelity InvestmentsTulsa, Oklahoma, United States, United States
View →
AS
Aniket Sinkar
Colleague at Fidelity InvestmentsCharlotte, North Carolina, United States, United States
View →
HM
Hannah Mccook
Colleague at Fidelity InvestmentsMetro Jacksonville, United States, United States
View →
RH
Richard Hartnett
Colleague at Fidelity InvestmentsJersey City, New Jersey, United States, United States
View →
CC
Craig Campbell
Colleague at Fidelity InvestmentsSalt Lake City, Utah, United States, United States
View →
AJ
Anitta Jose
Colleague at Fidelity InvestmentsGalway, County Galway, Ireland, Ireland
View →
JG
James Gou
Colleague at Fidelity InvestmentsTaipei City, Taipei City, Taiwan, Taiwan, Province Of China
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 Bridget Pucel, Cfp®, Shriya Suman, Eduardo A., David, Jr Beimesch, and Aniket Sinkar.
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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