Daniel Flanagan
Vice President Investment Operations - Fidelity Family Office Services at Fidelity Investments | Upton, Massachusetts, United States
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Daniel Flanagan serves as the Vice President of Investment Operations at Fidelity Investments, where he plays a pivotal role in the Fidelity Family Office Services. With a robust background in financial services and investment operations, Daniel is a strategic business leader adept at navigating the complexities of the financial landscape. His current focus is on enhancing the operational framework of The Investment Collaborative, a key initiative aimed at identifying and delivering unique, differentiated investment solutions tailored for high-net-worth clients. Under his leadership, the team is on a trajectory to achieve an ambitious goal of $4 billion in assets under management (AUM) annually.
Daniel's expertise lies in performing comprehensive due diligence and collaborating with cross-functional stakeholders, including investment, legal, risk, and compliance teams, to evaluate and integrate new investment opportunities. His proficiency in data analytics and trade operations allows him to optimize processes and drive efficiencies, ensuring that client needs are met with precision and care. Additionally, his experience with platforms such as Bloomberg and Charles River IMS enhances his ability to leverage technology for improved investment decision-making and operational performance.
A strong advocate for employee development, Daniel is committed to optimizing team performance and fostering a culture of customer satisfaction. His strategic vision and ability to identify investment solutions that balance growth and risk have made him a trusted partner in the financial services industry. As he continues to lead initiatives that enhance Fidelity's offerings, Daniel remains dedicated to driving innovation and excellence within the investment operations domain.
Vice President Investment Operations - Fidelity Family Office Services at Fidelity Investments in January 2018 to Present
Vice President Reporting Services - Fidelity Family Office Services at Fidelity Investments in January 2015 to January 2018
Senior Director Reporting Services, Family Office Services at Fidelity Investments in January 2009 to January 2015
Business Analyst Consultant, Family Office Services at Fidelity Investments in January 2006 to January 2009
Business Analyst Consultant at Olmstead Associates in January 2004 to January 2006
Business Analyst at Putnam Investments in January 2000 to January 2004
Operations Supervisor at Chase Manhattan Corporation in January 1999 to January 2000
Operations Supervisor at State Street in January 1994 to January 1999
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Business Strategy
Financial Services
Investment Operations
Fixed Income
Performance Management
Registered Investment Advisor
Project Management
Asset Management
Alternative Investments
Business Planning
Risk Management
Regulatory Compliance
Change Management
Customer Experience
Customer Satisfaction
Trading
Bloomberg
Microsoft Office
Microsoft Excel
Microsoft Word
Trading Systems
Employee Training
Relationship Building
People Development
Team Leadership
Customer Service
Coaching
Communication
Problem Solving
Charles River IMS
Municipal Bonds
Financial Technology
Vendor Oversight
Vendor Partnerships
Process Improvement
Data Analytics
Reporting
Trade Operations
Client Training
Product Ownership
Fund Services
Cross-Organization Collaboration
Salesforce.com
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Discover more about Fidelity InvestmentsWhat is Daniel Flanagan email address?
Email Daniel Flanagan at [email protected]. This email is the most updated Daniel Flanagan email found in 2026.
What is Daniel Flanagan phone number?
Daniel Flanagan phone number is +17814055647 and +16173655715.
How to contact Daniel Flanagan?
To contact Daniel Flanagan send an email to [email protected]. If you want to call Daniel Flanagan try calling on +17814055647 and +16173655715. (updated on September 13, 2024)
What company does Daniel Flanagan work for?
Daniel Flanagan works for Fidelity Investments
What is Daniel Flanagan's role at Fidelity Investments?
Daniel Flanagan is Vice President Investment Operations - Fidelity Family Office Services
What industry does Daniel Flanagan work in?
Daniel Flanagan works in the Investment Management industry.
Daniel Flanagan Email Addresses
Daniel Flanagan Phone Numbers
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