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Daniel Ozel Email & Phone Number
Planning Consultant
at
Fidelity Investments
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Planning Consultant
Location
Philadelphia, Pennsylvania, United States
Company size
Who is Daniel Ozel? Overview
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Quick answer
Daniel Ozel is listed as Planning Consultant at Fidelity Investments, a with 83148 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Daniel Ozel.
Daniel Ozel previously worked as Relationship Manager at Fidelity Investments and Financial Representative at Fidelity Investments. Daniel Ozel holds Bachelor Of Science - Bs, Finance from Penn State University.
Company email context
Email format at Fidelity Investments
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Fidelity Investments
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Profile bio
About Daniel Ozel
I am a dedicated financial planning associate who supports a team of experienced advisors in providing exceptional service to our clients. In my role, I assist in managing and enhancing the client experience by performing service requests, discovering uncovered opportunities, ensuring seamless communication between our clients and their wealth management team, and conducting preparation meetings with uncovered clients. My focus is on building strong client relationships and delivering high-quality service through meticulous attention to detail and a commitment to excellence.
Current workplace
Daniel Ozel's current company
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Fidelity Investments
4 roles
Daniel Ozel work experience
A career timeline built from the work history available for this profile.
Relationship Manager
Financial Representative
Customer Relationship Advocate Intern
Jun 2022 - Aug 2022
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 83148 employees →
SC
Stephanie Caron
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
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RS
Ryan Stockman
Colleague at Fidelity InvestmentsIndianapolis, Indiana, United States
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DN
Deepika Nagori
Colleague at Fidelity InvestmentsDelhi, India
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MF
Mariya Fernandez, Cpa
Colleague at Fidelity InvestmentsBelmont, Massachusetts, United States
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RC
Ryan Clark
Colleague at Fidelity InvestmentsCincinnati, Ohio, United States
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NE
Nick Eisinger
Colleague at Fidelity InvestmentsGreater Guildford Area, United Kingdom
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DH
Danielle Hargis
Colleague at Fidelity InvestmentsLewisville, Texas, United States
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MB
Michael Brooks
Colleague at Fidelity InvestmentsMerrimack, New Hampshire, United States
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JG
Jack Giuliotti
Colleague at Fidelity InvestmentsGreater Boston, United States
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JW
Jody Winfree
Colleague at Fidelity InvestmentsKeller, Texas, United States
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Stephanie Caron
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
View →
RS
Ryan Stockman
Colleague at Fidelity InvestmentsIndianapolis, Indiana, United States
View →
DN
Deepika Nagori
Colleague at Fidelity InvestmentsDelhi, India
View →
MF
Mariya Fernandez, Cpa
Colleague at Fidelity InvestmentsBelmont, Massachusetts, United States
View →
RC
Ryan Clark
Colleague at Fidelity InvestmentsCincinnati, Ohio, United States
View →
NE
Nick Eisinger
Colleague at Fidelity InvestmentsGreater Guildford Area, United Kingdom
View →
DH
Danielle Hargis
Colleague at Fidelity InvestmentsLewisville, Texas, United States
View →
MB
Michael Brooks
Colleague at Fidelity InvestmentsMerrimack, New Hampshire, United States
View →
JG
Jack Giuliotti
Colleague at Fidelity InvestmentsGreater Boston, United States
View →
JW
Jody Winfree
Colleague at Fidelity InvestmentsKeller, Texas, United States
View →
2 education records
Daniel Ozel education
Bachelor Of Science - Bs, Finance
General Education
Riverside High School
FAQ
Frequently asked questions about Daniel Ozel
Quick answers generated from the profile data available on this page.
What company does Daniel Ozel work for?
Daniel Ozel works for Fidelity Investments.
What is Daniel Ozel's role at Fidelity Investments?
Daniel Ozel is listed as Planning Consultant at Fidelity Investments.
Where is Daniel Ozel based?
Daniel Ozel is based in Philadelphia, Pennsylvania, United States while working with Fidelity Investments.
What companies has Daniel Ozel worked for?
Daniel Ozel has worked for Fidelity Investments.
Who are Daniel Ozel's colleagues at Fidelity Investments?
Daniel Ozel's colleagues at Fidelity Investments include Stephanie Caron, Ryan Stockman, Deepika Nagori, Mariya Fernandez, Cpa, and Ryan Clark.
How can I contact Daniel Ozel?
You can use AeroLeads to view verified contact signals for Daniel Ozel at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Daniel Ozel attend?
Daniel Ozel holds Bachelor Of Science - Bs, Finance from Penn State University.
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