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Dan Mcnicholas Email & Phone Number

Financial Consultant at Fidelity Investments
Location: Naples, Florida, United States 9 work roles 2 schools
1 work email found @nomura.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@nomura.com
LinkedIn Profile matched
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Current company
Role
Financial Consultant
Location
Naples, Florida, United States
Company size

Who is Dan Mcnicholas? Overview

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Quick answer

Dan Mcnicholas is listed as Financial Consultant at Fidelity Investments, a with 83148 employees, based in Naples, Florida, United States. AeroLeads shows a work email signal at nomura.com and a matched LinkedIn profile for Dan Mcnicholas.

Dan Mcnicholas previously worked as Investment Consultant at Fidelity Investments and Investment Consultant at Private Family Office. Dan Mcnicholas holds Mba, Finance from Nyu Stern School Of Business.

Company email context

Email format at Fidelity Investments

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{first}.{last}@nomura.com
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AeroLeads found 1 current-domain work email signal for Dan Mcnicholas. Compare company email patterns before reaching out.

Profile bio

About Dan Mcnicholas

The views expressed on this post are mine and do not necessarily reflect the views, strategies or opinions of anyone else, including my employer.

Listed skills include Hedge Funds, Alternative Investments, Equities, Derivatives, and 1 others.

Current workplace

Dan Mcnicholas's current company

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Fidelity Investments
Fidelity Investments
Financial Consultant
Naples, FL, US
Website
Employees
83148
AeroLeads page
9 roles

Dan Mcnicholas work experience

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

Investment Consultant

Private Family Office

Advising CIO & Family on portfolio allocation and sourcing new investments. Open to Hedge, Venture, and small RE / PE opportunities, including family succession or distressed sales. Will also be investigating blockchain and crypto developments

Oct 2021 - Jul 2023

North American Sales & Research

- Providing Research and Advising Rogers Investment Advisors and Wolver Hill Asset Management licensed investment advisors in Japan and Hong Kong on marketing strategy and providing targeted introductions to North American Investors - Marketing Wolver Hill's Business Development capabilities to North American based Hedge Funds, Private Equity and Venture managers. Wolver Hill's and affiliated companies, including Wolver Hill Asset Management's & Rogers Investment Advisors' Investor relationships include Japanese Pension Funds, Asian SWFs and Global Family Offices

May 2022 - Jun 2023

Global Head Of Capital Introductions

Tokyo, Jp

Nomura's Capital Introduction team provided their prime brokerage clients with proprietary information and targeted introductions to the world’s leading investors. These investors included sovereign wealth funds, pension plans, endowments, foundations, family offices, insurance companies, funds of funds, and associated consultants

Dec 2016 - Oct 2021

Managing Director - Head Of Alternative Sales - Asia Pacific

Boston, Massachusetts, Us

Led Sales effort and Relationship Management for the Hedge Fund, Private Equity and Real Estate business across Global Markets and Global Services

Jan 2012 - Dec 2016

Director - Head Of Financing Sales - Asia

New York, Ny, Us

Head of Prime Brokerage Sales, Capital Introductions and Consulting within Global Markets Financing & Futures in Asia

May 2008 - Nov 2011

Senior Vice President - Prime Services Sales

Us

Prime Services

Apr 2004 - May 2008

Vice President

Frankfurt Am Main, Hessen, De

Mar 2002 - Apr 2004
Team & coworkers

Colleagues at Fidelity Investments

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

2 education records

Dan Mcnicholas education

Mba, Finance

Nyu Stern School Of Business

Bbs, Accounting

University Of Notre Dame
FAQ

Frequently asked questions about Dan Mcnicholas

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

What company does Dan Mcnicholas work for?

Dan Mcnicholas works for Fidelity Investments.

What is Dan Mcnicholas's role at Fidelity Investments?

Dan Mcnicholas is listed as Financial Consultant at Fidelity Investments.

What is Dan Mcnicholas's email address?

AeroLeads has found 1 work email signal at @nomura.com for Dan Mcnicholas at Fidelity Investments.

Where is Dan Mcnicholas based?

Dan Mcnicholas is based in Naples, Florida, United States while working with Fidelity Investments.

What companies has Dan Mcnicholas worked for?

Dan Mcnicholas has worked for Fidelity Investments, Private Family Office, Wolver Hill Advisors, Nomura, and State Street.

Who are Dan Mcnicholas's colleagues at Fidelity Investments?

Dan Mcnicholas's colleagues at Fidelity Investments include Jake Hood, Antonio Sostilio, Jason Gray, Cfp®, Pranshu Jain, and Alexander Shore, Mba.

How can I contact Dan Mcnicholas?

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

What schools did Dan Mcnicholas attend?

Dan Mcnicholas holds Mba, Finance from Nyu Stern School Of Business.

What skills is Dan Mcnicholas known for?

Dan Mcnicholas is listed with skills including Hedge Funds, Alternative Investments, Equities, Derivatives, and Fixed Income.

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