Daniel Kim
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Daniel Kim Email & Phone Number

Investment Management Consultant II at Fidelity Investments at Fidelity Investments
Location: Cincinnati, Ohio, United States 12 work roles 2 schools
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Current company
Role
Investment Management Consultant II at Fidelity Investments
Location
Cincinnati, Ohio, United States
Company size

Who is Daniel Kim? Overview

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Quick answer

Daniel Kim is listed as Investment Management Consultant II at Fidelity Investments at Fidelity Investments, a company with 52767 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Daniel Kim.

Daniel Kim previously worked as Investment Management Consultant II at Fidelity Investments and Investment Management Consultant at Fidelity Investments. Daniel Kim holds Bachelor Of Arts - Ba (Summa Cum Laude), English, 3.984 Gpa from Queens College.

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Fidelity Investments

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Profile bio

About Daniel Kim

Investment advisor passionate about helping people achieve financial success through disciplined planning and market research. Happily married under God to my beautiful wife Ashley-jane. Operating in the greater Cincinnati/Kentucky area.

Listed skills include Feature Writing, Public Speaking, Grant Writing, Focus Groups, and 2 others.

Current workplace

Daniel Kim's current company

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Fidelity Investments
Fidelity Investments
Investment Management Consultant II at Fidelity Investments
boston, massachusetts, united states
Website
Employees
52767
AeroLeads page
12 roles

Daniel Kim work experience

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

Investment Management Consultant Ii

Current

Covington, Kentucky, United States

Aug 2024 - Present

Investment Management Consultant

I make sure that our clients with managed funds have their accounts aligned to their goals and financial picture to set them up for success with Fidelity.

Nov 2023 - Aug 2024

Investment Solutions Representative

Provided our clients with retirement planning and investment recommendations for their goals, as well as financial education.Hall of Fame 2023 Award, Excellence in Action Award

Mar 2023 - Nov 2023

Customer Relationship Advocate

Facilitated securities trades, money movement, and resolved issues in our clients' investment and retirement accounts.

Mar 2022 - Mar 2023

Project Coordinator For Workforce

New York, United States

  • Helped over 100 non-English speaking clients apply for/obtain Unemployment Insurance during the COVID-19 pandemic. Ensured that clients received their benefits by translating follow-up instructions for them from the.
  • Collaborated with Alyssa Gray… Show more
  • Collaborated with Alyssa Gray Realty, LLC to complete online applications for the NYS Emergency Rental Assistance Program on behalf of 30 tenants with outstanding rent arrears; ensured that client applications.
  • Wrote individual and team grant proposals to fund KCS’ social service initiatives. Achieved funding from the NYS Office of New Americans to start a program to teach immigrants English for the workforce, and renewed.
  • Wrote 6 quarterly reports for KCS’ Senior Community Service Employment Program (SCSEP); used data and accomplishments from each quarter to provide the funder with a comprehensive timeline and summary of how.
  • Strengthened KCS’ SCSEP administration by conducting detailed interviews with participants to ascertain their progress, job history, challenges, and employment goals. Improved individual case management by recommending.
Oct 2019 - Oct 2021

Building Coordinator

  • Maintained a clean facility by bagging and removing trash from all waste bins, and sanitizing the toilets and sinks in 5 restrooms.
  • Managed KCS’ Saturday line-dance class by recording attendance, organizing payments, and helping with the sound system and food setup.
Jul 2019 - Mar 2020

Intern At The English Language Institute At Queens College

Flushing, NY

  • Facilitated conversation groups with ESL students to enable them to practice their speaking skills.
  • Increased program content visibility by translating documents and flyers into Korean.
  • Supported the registrar by using the in-house database program to enroll and bill incoming students.
Sep 2018 - May 2019

Vice Principal

University Bible Fellowship Children'S Summer School

Flushing, NY

  • Taught elementary and middle-school students English and basic math.
  • Supervised student classes and sports and playground times.
  • Stayed behind after school to take care of students with late parents.
Jun 2018 - Aug 2018

Server

Mad For Chicken

Flushing, NY

  • Brought customers’ orders and drinks to their tables.
  • Cleaned and took care of basic counter duties.
May 2016 - Jul 2016

Host

Flushing, NY

  • Managed customer seating and service.
  • Organized sales receipts and recorded data on spreadsheets.
  • Cleaned tables, windows, and doors.
  • Aided servers with their responsibilities during peak hours.
Dec 2015 - Feb 2016

Editor And Writer For The Uic Scribe

Seodaemun-gu, Seoul, Korea

  • Proofread peer-written articles for content, spelling, and grammar.
  • Contributed opinions pieces focused on raising awareness of ongoing human rights crises.
  • Club representative at official Student Union club fair.
Sep 2014 - Dec 2015

Constituent Aid And Policy Intern

Flushing, NY

  • Worked with Flushing district residents to resolve housing and legal issues. Helped seniors and low-income constituents apply for public apartments.
  • Wrote a grant application to the Beautiful Foundation on behalf of the Jesus Love House, a homeless shelter in Flushing. Shelter received $15,000 in grant aid.
  • Conducted statistical research on the effects of the NY Common Curriculum. Presented conclusions drawn from this research during a televised debate in front of New York State… Show more
  • Conducted statistical research on the effects of the NY Common Curriculum. Presented conclusions drawn from this research during a televised debate in front of New York State Assemblyman Ron Kim and Senator Toby Ann.
Sep 2012 - Aug 2014
Team & coworkers

Colleagues at Fidelity Investments

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2 education records

Daniel Kim education

Bachelor Of Arts - Ba (Summa Cum Laude), English, 3.984 Gpa

Activities and Societies: Presidential Scholar, Mellon Mays Undergraduate Fellow

International/Global Studies, Gpa: 3.8

Activities and Societies: The UIC Scribe, High Honor Roll

FAQ

Frequently asked questions about Daniel Kim

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

What company does Daniel Kim work for?

Daniel Kim works for Fidelity Investments.

What is Daniel Kim's role at Fidelity Investments?

Daniel Kim is listed as Investment Management Consultant II at Fidelity Investments at Fidelity Investments.

Where is Daniel Kim based?

Daniel Kim is based in Cincinnati, Ohio, United States while working with Fidelity Investments.

What companies has Daniel Kim worked for?

Daniel Kim has worked for Fidelity Investments, Korean Community Services Of Metropolitan New York, Queens College, University Bible Fellowship Children'S Summer School, and Mad For Chicken.

Who are Daniel Kim's colleagues at Fidelity Investments?

Daniel Kim's colleagues at Fidelity Investments include Jennifer Rudd O'Neil, Jeffrey Bloeser, Christine Sandora, Marlane O'Neil, and Rita Dicenso.

How can I contact Daniel Kim?

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

What schools did Daniel Kim attend?

Daniel Kim holds Bachelor Of Arts - Ba (Summa Cum Laude), English, 3.984 Gpa from Queens College.

What skills is Daniel Kim known for?

Daniel Kim is listed with skills including Feature Writing, Public Speaking, Grant Writing, Focus Groups, English As A Second Language, and English.

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