Dan Mcnicholas

Dan Mcnicholas Email and Phone Number

Financial Consultant @ Fidelity Investments
Naples, FL, US
Dan Mcnicholas's Location
Naples, Florida, United States, United States
Dan Mcnicholas's Contact Details

Dan Mcnicholas personal email

n/a
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.

Dan Mcnicholas's Current Company Details
Fidelity Investments

Fidelity Investments

View
Financial Consultant
Naples, FL, US
Website:
fidelity.com
Employees:
83148
Company email:
Johrenk7@gmail.com
Dan Mcnicholas Work Experience Details
  • Fidelity Investments
    Financial Consultant
    Fidelity Investments
    Naples, Fl, Us
  • Fidelity Investments
    Investment Consultant
    Fidelity Investments Jul 2023 - Present
    Boston, Ma, Us
  • Private Family Office
    Investment Consultant
    Private Family Office Oct 2021 - Jul 2023
    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
  • Wolver Hill Advisors
    North American Sales & Research
    Wolver 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
  • Nomura
    Global Head Of Capital Introductions
    Nomura Dec 2016 - Oct 2021
    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
  • State Street
    Managing Director - Head Of Alternative Sales - Asia Pacific
    State Street Jan 2012 - Dec 2016
    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
  • Bank Of America Merrill Lynch
    Director - Head Of Financing Sales - Asia
    Bank Of America Merrill Lynch May 2008 - Nov 2011
    New York, Ny, Us
    Head of Prime Brokerage Sales, Capital Introductions and Consulting within Global Markets Financing & Futures in Asia
  • Lehman Brothers
    Senior Vice President - Prime Services Sales
    Lehman Brothers Apr 2004 - May 2008
    Us
    Prime Services
  • Deutsche Bank
    Vice President
    Deutsche Bank Mar 2002 - Apr 2004
    Frankfurt Am Main, Hessen, De

Dan Mcnicholas Skills

Hedge Funds Alternative Investments Equities Derivatives Fixed Income

Dan Mcnicholas Education Details

  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Finance
  • University Of Notre Dame
    University Of Notre Dame
    Accounting

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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