Daniel G. O.
Customer Relationship Advocate at Fidelity
- Role
- Customer Relationship Advocate at Fidelity Investments
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Daniel G. O.
I’m a licensed financial services professional at Fidelity Investments, supporting…
Experience
Customer Relationship Advocate
Feb 2025 — Present · Denver, CO, US
Currently working through Fidelity’s training program, expected to finish by September 2025. I support clients with account questions, money movement, and trading, while learning the systems, tools, and policies that guide our work.I’ve passed the SIE, Series 7, and Series 63—all on the first try and on an accelerated timeline. I’m now training in mutual fund and equity trading after completing modules on money movement, including wires, EFTs, and journal transfers.I’m focused on doing the job well, building my knowledge of the industry, and growing within the firm over time. I enjoy helping people and take pride in being thoughtful, efficient, and reliable in my role.
Education
Florida Atlantic University
Bachelor's degree, Political Science and Government
2016 — 2021
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