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Daniel Chalmers Email & Phone Number
Licensed Field Practice Solutions Specialist
at
Thrivent
1 work email found
@fidelity.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Licensed Field Practice Solutions Specialist
Location
Raleigh, North Carolina, United States
Who is Daniel Chalmers? Overview
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Quick answer
Daniel Chalmers is listed as Licensed Field Practice Solutions Specialist at Thrivent, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Daniel Chalmers.
Daniel Chalmers previously worked as Workplace Planning Associate at Fidelity Investments and Account Executive at Govspend. Daniel Chalmers holds Bachelor Of Science - Bs, Finance from Western Governors University.
Company email context
Email format at Thrivent
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{first}.{last}@fidelity.com
86% confidence
AeroLeads found 1 current-domain work email signal for Daniel Chalmers. Compare company email patterns before reaching out.
Profile bio
About Daniel Chalmers
Highly experienced and knowledgeable customer facing professional with nearly 10 years of experience in technical support, customer service, and sales spanning multiple industries from gaming, medical devices, telecommunications, SaaS, and most recently financial services.Recently I finished my Bachelor of Science in Finance and am currently pursuing a career as a financial analyst, investment analyst, or investment operations associate.I currently hold my Series 7 and Series 66 licenses and have a year of financial services experience. Outside of traditional work experience I have been a retail investor for over 6 years managing my own portfolio through brokerages like RobinHood, Fidelity, and WeBull. At the peak of my investment journey I was managing a portfolio of over 40 stocks and REIT's. I've also helped numerous friends and family members set up 401(k)s, IRA's, and brokerage accounts with an emphasis on helping them with investment selection.Technical analysis, market research, and economics are passions of mine. I hope to bring my skills, experience, knowledge and passion to a modern and progressive company where I can make an immediate and lasting impact.
Current workplace
Daniel Chalmers's current company
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7 roles
Daniel Chalmers work experience
A career timeline built from the work history available for this profile.
Role listed
Workplace Planning Associate
- Reach out to current 401(k) participants and educate them on account benefits- Uncover needs based on current financial situation and future goals- Open up conversation regarding retirement and general financial planning
Oct 2022 - Jul 2023
Account Executive
- Create a business plan to attain assigned goals and metrics- Manage and own the entire sales cycle- Discover new sales opportunities through networking- Present products to prospective customers
Aug 2021 - Jun 2022
Direct Sales Account Executive
As a Direct Sales Account Executive I was responsible for handling inbound sales calls regarding Dish TV service as well as, internet and home phone service through partner companies. Strong communication and active listening skills are required to handle calls and meet goals in a competition driven environment. Outside of handling inbound sales calls I also lead the way in the creation and implementation of a training/coaching program to assist struggling sales agents. This program focused on identifying agents based on Key Performance Indicators, coaching them on points of improvement, and recording and analyzing the results.
Apr 2020 - Jan 2021
Technical Support Representative
My role as a Technical Support Specialists involved handling inbound and outbound phone calls in a high volume call center environment. Calls included troubleshooting technical issues, including but not limited to, equipment hardware problems, networking issues, and user experience concerns. Other responsibilities included handling account issues such as password resets, billing concerns, and updates to personal information. I was also responsible for quick and accurate documentation of all customer inquiries.
Sep 2015 - Jul 2019
Subject Matter Expert
My role as a Subject Matter Expert included handling supervisor calls and escalated issues regarding Xbox consoles and Microsoft products. I was also responsible for assisting agents with difficult calls and coaching them on methods for improvement. Before being promoted to Subject Matter Expert, I was a network specialist. This role included troubleshooting any issues connecting Xbox consoles and Microsoft products to the internet and maintaining said connection. I also dealt with account issues, such as resetting passwords, processing refunds, and other billing and account inquiries.
Nov 2014 - Dec 2015
Team & coworkers
Colleagues at Thrivent
Other employees you can reach at thrivent.com. View company contacts →
WT
William Thoma
Colleague at ThriventAppleton, Wisconsin, United States
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SG
Sally Geurts
Colleague at ThriventAppleton, Wisconsin, United States
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JM
Jonathan Mccaleb
Colleague at ThriventUnited States
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AW
Adam Westmoreland
Colleague at ThriventAppleton, Wisconsin, United States
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JT
Jorden Trochelman, Mba
Colleague at ThriventGreater Milwaukee, United States
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BK
Brandy Kesselring
Colleague at ThriventFraser, Michigan, United States
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AW
Angela Weber
Colleague at ThriventMaumee, Ohio, United States
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SR
Seth Rossow, Mba
Colleague at ThriventSanta Clara, Utah, United States
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LH
Lexi Hoveland
Colleague at ThriventSeattle, Washington, United States
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BB
Blaine Backberg
Colleague at ThriventMinneapolis, Minnesota, United States
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William Thoma
Colleague at ThriventAppleton, Wisconsin, United States
View →
SG
Sally Geurts
Colleague at ThriventAppleton, Wisconsin, United States
View →
JM
Jonathan Mccaleb
Colleague at ThriventUnited States
View →
AW
Adam Westmoreland
Colleague at ThriventAppleton, Wisconsin, United States
View →
JT
Jorden Trochelman, Mba
Colleague at ThriventGreater Milwaukee, United States
View →
BK
Brandy Kesselring
Colleague at ThriventFraser, Michigan, United States
View →
AW
Angela Weber
Colleague at ThriventMaumee, Ohio, United States
View →
SR
Seth Rossow, Mba
Colleague at ThriventSanta Clara, Utah, United States
View →
LH
Lexi Hoveland
Colleague at ThriventSeattle, Washington, United States
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BB
Blaine Backberg
Colleague at ThriventMinneapolis, Minnesota, United States
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2 education records
Daniel Chalmers education
Bachelor Of Science - Bs, Finance
Western Governors University
Associate Of Arts - Aa, Art/Art Studies, General
Palm Beach State College
FAQ
Frequently asked questions about Daniel Chalmers
Quick answers generated from the profile data available on this page.
What company does Daniel Chalmers work for?
Daniel Chalmers works for Thrivent.
What is Daniel Chalmers's role at Thrivent?
Daniel Chalmers is listed as Licensed Field Practice Solutions Specialist at Thrivent.
What is Daniel Chalmers's email address?
AeroLeads has found 1 work email signal at @fidelity.com for Daniel Chalmers at Thrivent.
Where is Daniel Chalmers based?
Daniel Chalmers is based in Raleigh, North Carolina, United States while working with Thrivent.
What companies has Daniel Chalmers worked for?
Daniel Chalmers has worked for Thrivent, Fidelity Investments, Govspend, Dish Network, and Mobilehelp.
Who are Daniel Chalmers's colleagues at Thrivent?
Daniel Chalmers's colleagues at Thrivent include William Thoma, Sally Geurts, Jonathan Mccaleb, Adam Westmoreland, and Jorden Trochelman, Mba.
How can I contact Daniel Chalmers?
You can use AeroLeads to view verified contact signals for Daniel Chalmers at Thrivent, including work email, phone, and LinkedIn data when available.
What schools did Daniel Chalmers attend?
Daniel Chalmers holds Bachelor Of Science - Bs, Finance from Western Governors University.
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