Daniel Lehner, Cfa
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Daniel Lehner, Cfa Email & Phone Number

Director at Fidelity Investments at Fidelity Investments
Location: Boston, Massachusetts, United States 8 work roles 2 schools
1 work email found @fidelity.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@fidelity.com
LinkedIn Profile matched
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Current company
Fidelity Investments
Role
Director at Fidelity Investments
Location
Boston, Massachusetts, United States
Company size
10 employees

Who is Daniel Lehner, Cfa? Overview

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Quick answer

Daniel Lehner, Cfa is listed as Director at Fidelity Investments at Fidelity Investments, a with 10 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Daniel Lehner, Cfa.

Daniel Lehner, Cfa previously worked as Director, Strategy and Consulting at Fidelity Investments and Graduate Teaching Assistant at The University Of Chicago Booth School Of Business. Daniel Lehner, Cfa holds Master Of Business Administration - Mba from The University Of Chicago Booth School Of Business.

Company email context

Email format at Fidelity Investments

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*@fidelity.com
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AeroLeads found 1 current-domain work email signal for Daniel Lehner, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Daniel Lehner, Cfa

Daniel Lehner, Cfa is a Director at Fidelity Investments at Fidelity Investments. He possess expertise in microsoft excel, microsoft office, public speaking, social media, event planning.

Listed skills include Microsoft Excel, Microsoft Office, Public Speaking, Social Media, and 1 others.

Current workplace

Daniel Lehner, Cfa's current company

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

Fidelity Investments
Fidelity Investments
Director at Fidelity Investments
Website
fidelity.com
Employees
10
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Company profile
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8 roles

Daniel Lehner, Cfa work experience

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

Account Manager

Pimco

Newport Beach, California, Us

Jun 2021 - Aug 2021

Compliance Officer, Portfolio Management And Trading

Orbis Investments

Hamilton, Bm

Nov 2017 - Aug 2020

Head Of North American Client Service And Operations

Orbis Investments

Hamilton, Bm

Sep 2015 - Oct 2017

Business Analyst, Client Service And Operations

Orbis Investments

Hamilton, Bm

Sep 2014 - Sep 2015

Summer Analyst

Raymond James

St. Petersburg, Florida, Us

May 2013 - Aug 2013
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 10 employees →

MM Monty Melford Monty Melford Colleague at Fidelity InvestmentsUnited States View → KS Katherine S. Hsieh Katherine S. Hsieh Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States View → FM Frank Margiotta Frank Margiotta Colleague at Fidelity InvestmentsCongers, New York, United States View → CB Charlene Beebe Charlene Beebe Colleague at Fidelity InvestmentsNorth Little Rock, Arkansas, United States View → AC Alexandria C. Alexandria C. Colleague at Fidelity InvestmentsChicago, Illinois, United States View → AG Amanda Goble Amanda Goble Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States View → JE Jeremy E. Jeremy E. Colleague at Fidelity InvestmentsFort Mitchell, Kentucky, United States View → NH Nick Herrera Nick Herrera Colleague at Fidelity InvestmentsLondon, England, United Kingdom View → SM Satish Mandapaka Satish Mandapaka Colleague at Fidelity InvestmentsDurham, North Carolina, United States View → DE Dean Eldridge Dean Eldridge Colleague at Fidelity InvestmentsBoston, Massachusetts, United States View →
2 education records

Daniel Lehner, Cfa education

Master Of Business Administration - Mba

The University Of Chicago Booth School Of Business

Bachelor Of Commerce, Finance Major | Economics Minor

The University Of British Columbia
FAQ

Frequently asked questions about Daniel Lehner, Cfa

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

What company does Daniel Lehner, Cfa work for?

Daniel Lehner, Cfa works for Fidelity Investments.

What is Daniel Lehner, Cfa's role at Fidelity Investments?

Daniel Lehner, Cfa is listed as Director at Fidelity Investments at Fidelity Investments.

What is Daniel Lehner, Cfa's email address?

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

Where is Daniel Lehner, Cfa based?

Daniel Lehner, Cfa is based in Boston, Massachusetts, United States while working with Fidelity Investments.

What companies has Daniel Lehner, Cfa worked for?

Daniel Lehner, Cfa has worked for Fidelity Investments, The University Of Chicago Booth School Of Business, Pimco, Orbis Investments, and Raymond James.

Who are Daniel Lehner, Cfa's colleagues at Fidelity Investments?

Daniel Lehner, Cfa's colleagues at Fidelity Investments include Monty Melford, Katherine S. Hsieh, Frank Margiotta, Charlene Beebe, and Alexandria C..

How can I contact Daniel Lehner, Cfa?

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

What schools did Daniel Lehner, Cfa attend?

Daniel Lehner, Cfa holds Master Of Business Administration - Mba from The University Of Chicago Booth School Of Business.

What skills is Daniel Lehner, Cfa known for?

Daniel Lehner, Cfa is listed with skills including Microsoft Excel, Microsoft Office, Public Speaking, Social Media, and Event Planning.

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