Dan Mcnicholas work email
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Dan Mcnicholas personal email
The views expressed on this post are mine and do not necessarily reflect the views, strategies or opinions of anyone else, including my employer.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 83148
- Company email:
- Johrenk7@gmail.com
-
Financial ConsultantFidelity InvestmentsNaples, Fl, Us -
Investment ConsultantFidelity Investments Jul 2023 - PresentBoston, Ma, Us -
Investment ConsultantPrivate Family Office Oct 2021 - Jul 2023Advising 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
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North American Sales & ResearchWolver Hill Advisors May 2022 - Jun 2023- 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 -
Global Head Of Capital IntroductionsNomura Dec 2016 - Oct 2021Tokyo, JpNomura'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 -
Managing Director - Head Of Alternative Sales - Asia PacificState Street Jan 2012 - Dec 2016Boston, Massachusetts, UsLed Sales effort and Relationship Management for the Hedge Fund, Private Equity and Real Estate business across Global Markets and Global Services -
Director - Head Of Financing Sales - AsiaBank Of America Merrill Lynch May 2008 - Nov 2011New York, Ny, UsHead of Prime Brokerage Sales, Capital Introductions and Consulting within Global Markets Financing & Futures in Asia -
Senior Vice President - Prime Services SalesLehman Brothers Apr 2004 - May 2008UsPrime Services -
Vice PresidentDeutsche Bank Mar 2002 - Apr 2004Frankfurt Am Main, Hessen, De
Dan Mcnicholas Skills
Dan Mcnicholas Education Details
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Nyu Stern School Of BusinessFinance -
University Of Notre DameAccounting
Frequently Asked Questions about Dan Mcnicholas
What company does Dan Mcnicholas work for?
Dan Mcnicholas works for Fidelity Investments
What is Dan Mcnicholas's role at the current company?
Dan Mcnicholas's current role is Financial Consultant.
What is Dan Mcnicholas's email address?
Dan Mcnicholas's email address is da****@****ura.com
What schools did Dan Mcnicholas attend?
Dan Mcnicholas attended Nyu Stern School Of Business, University Of Notre Dame.
What skills is Dan Mcnicholas known for?
Dan Mcnicholas has skills like Hedge Funds, Alternative Investments, Equities, Derivatives, Fixed Income.
Who are Dan Mcnicholas's colleagues?
Dan Mcnicholas's colleagues are Arbane Hylton, Tuck Kennedy, Lauren Richard, Bridget Pucel, Cfp®, Jeremy E., Jack Brown, Marshall Mcadams.
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