Verified recordFinancial Services

Daniel Shaheen

Relationship Manager at Fidelity Investments

Based in Denver, United States

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Seniority

Manager

Department

Sales & Business Development

Location

Denver

Industry

Financial Services

Company size

84K

Contact information

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Email

1 credit

d•••••••@fidelity.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Daniel Shaheen

Licensed Relationship Manager working alongside Fidelity’s Financial Consultants providing stellar service to our clients. I work to further Fidelity’s relationship capital with clients giving them the best assistance possible. This rapport is developed through delivering exceptional complex account servicing, pre-appointment prepping, and thoughtful discussions about one’s personal and financial life thereby furnishing the resources and connections necessary to achieve our clients’ goals. Developing deeper relations is a driver of my career and I take heart in my extraordinary service I provide.

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