Director, Finance - Client Billing
Current
2013 - Present
~13 yrs 5 mos
AeroLeads people directory · profile
Dan Ruffner Email & Phone Number
Director, Finance - Client Billing at Fidelity Investments
at
Fidelity Investments
1 work email found
@fidelity.com
2 phones found area 617 and 800
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director, Finance - Client Billing at Fidelity Investments
Location
Covington, Kentucky, United States
Company size
Who is Dan Ruffner? Overview
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Quick answer
Dan Ruffner is listed as Director, Finance - Client Billing at Fidelity Investments at Fidelity Investments, a company with 52767 employees, based in Covington, Kentucky, United States. AeroLeads shows a work email signal at fidelity.com, phone signal with area code 617, 800, and a matched LinkedIn profile for Dan Ruffner.
Dan Ruffner previously worked as Director, Finance - Client Billing at Fidelity Investments and Business Financial Consultant at Oneamerica, American United Life. Dan Ruffner holds Mba, Finance from Xavier University - Williams College Of Business.
Company email context
Email format at Fidelity Investments
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{first}.{last}@fidelity.com
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AeroLeads found 1 current-domain work email signal for Dan Ruffner. Compare company email patterns before reaching out.
Profile bio
About Dan Ruffner
Results oriented financial professional with extensive background in analysis and performance measurement. Recognized for driving business strategy through strong analytical/problem solving, project management, team leadership, and working and communicating along cross functional lines. A strong team player known for a collaborative working style, proven ability to manage multiple complex assignments simultaneously, and moving the business forward.Specialties: * Budgeting* Forecasting* Financial Modeling* Variance Analysis and Commentary* P&L Reporting* KPI Development & Measurement* Retirement Plan Administration Client Management* Sales Support & Consultative Client Support* ERISA Legal and Regulatory Knowledge* Project Management* Team Management, Coaching & Mentoring* Experienced Excel, PowerPoint, Access, and Hyperion Essbase User
Listed skills include Forecasting, Cross Functional Team Leadership, Financial Modeling, Finance, and 14 others.
Current workplace
Dan Ruffner's current company
Company context helps verify the profile and gives searchers a useful next step.
Fidelity Investments
6 roles · 33 years
Dan Ruffner work experience
A career timeline built from the work history available for this profile.
Business Financial Consultant
2009 - 2013
~4 yrs
Sr. Financial Analyst
Provided financial analysis for Retirement Services Operations group. Prepared annual budgets, provided monthly variance analysis, and performed forecasting for current year to 5 year planning. Interfaced effectively with multiple business units and communicated with all levels of the organization
2006 - 2009
~3 yrs
Director Of Client Service Management
Managed thirteen Client Service Managers responsible for over 100 client relationships and total assets exceeding $13 billion. The Client Service Manager operates in a high volume service team environment as the operational leader of the defined contribution client record keeping and plan administrative services.
2001 - 2006
~5 yrs
Client Service Manager
Served as the operational leader in a high volume service team environment for the record keeping and plan administrative services of 10 clients and nearly $1 billion in total assets.
1996 - 2001
~5 yrs
Processing Manager - Defined Contribution Practice
Supervised 10 DC record keeping personnel and coordinated process workflow
1993 - 1996
~3 yrs
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
LS
Luke Sturgis
Colleague at Fidelity InvestmentsSt Augustine, Florida, United States, United States
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DF
Dalyn Frigaard
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
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VM
Vanessa Macias
Colleague at Fidelity InvestmentsAlbuquerque, New Mexico, United States, United States
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JK
Jacqueline Kwan, Crpc®
Colleague at Fidelity InvestmentsWalnut Creek, California, United States, United States
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SP
Shayla Preyer
Colleague at Fidelity InvestmentsJacksonville, Florida, United States, United States
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CO
Cedric Okogbodu
Colleague at Fidelity InvestmentsDallas, Texas, United States, United States
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CW
Corey Wise
Colleague at Fidelity InvestmentsCincinnati, Ohio, United States, United States
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AS
Adheesh Sharma, Cfa
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States, United States
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MK
Mukund Kumar
Colleague at Fidelity InvestmentsCary, North Carolina, United States, United States
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CE
Caron Ellis
Colleague at Fidelity InvestmentsMount Holly, New Jersey, United States, United States
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Luke Sturgis
Colleague at Fidelity InvestmentsSt Augustine, Florida, United States, United States
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DF
Dalyn Frigaard
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
View →
VM
Vanessa Macias
Colleague at Fidelity InvestmentsAlbuquerque, New Mexico, United States, United States
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JK
Jacqueline Kwan, Crpc®
Colleague at Fidelity InvestmentsWalnut Creek, California, United States, United States
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SP
Shayla Preyer
Colleague at Fidelity InvestmentsJacksonville, Florida, United States, United States
View →
CO
Cedric Okogbodu
Colleague at Fidelity InvestmentsDallas, Texas, United States, United States
View →
CW
Corey Wise
Colleague at Fidelity InvestmentsCincinnati, Ohio, United States, United States
View →
AS
Adheesh Sharma, Cfa
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States, United States
View →
MK
Mukund Kumar
Colleague at Fidelity InvestmentsCary, North Carolina, United States, United States
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CE
Caron Ellis
Colleague at Fidelity InvestmentsMount Holly, New Jersey, United States, United States
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3 education records
Dan Ruffner education
Mba, Finance
Bachelor Of Arts, Political Science And Business Administration
Education record
Connersville High School
FAQ
Frequently asked questions about Dan Ruffner
Quick answers generated from the profile data available on this page.
What company does Dan Ruffner work for?
Dan Ruffner works for Fidelity Investments.
What is Dan Ruffner's role at Fidelity Investments?
Dan Ruffner is listed as Director, Finance - Client Billing at Fidelity Investments at Fidelity Investments.
What is Dan Ruffner's email address?
AeroLeads has found 1 work email signal at @fidelity.com for Dan Ruffner at Fidelity Investments.
What is Dan Ruffner's phone number?
AeroLeads has found 2 phone signal(s) with area code 617, 800 for Dan Ruffner at Fidelity Investments.
Where is Dan Ruffner based?
Dan Ruffner is based in Covington, Kentucky, United States while working with Fidelity Investments.
What companies has Dan Ruffner worked for?
Dan Ruffner has worked for Fidelity Investments, Oneamerica, American United Life, and Mercer.
Who are Dan Ruffner's colleagues at Fidelity Investments?
Dan Ruffner's colleagues at Fidelity Investments include Luke Sturgis, Dalyn Frigaard, Vanessa Macias, Jacqueline Kwan, Crpc®, and Shayla Preyer.
How can I contact Dan Ruffner?
You can use AeroLeads to view verified contact signals for Dan Ruffner at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Dan Ruffner attend?
Dan Ruffner holds Mba, Finance from Xavier University - Williams College Of Business.
What skills is Dan Ruffner known for?
Dan Ruffner is listed with skills including Forecasting, Cross Functional Team Leadership, Financial Modeling, Finance, Leadership, Financial Analysis, Management, and Strategy.
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