Daniel H.

About Daniel H.

As a Financial Representative at Fidelity Investments, I am learning to help clients achieve their retirement goals by providing them with personalized guidance and solutions. I leverage my challenger sales skills to challenge, teach, and tailor my approach to each client\'s needs and preferences. I also apply my direct sales experience as a Licensed Loan Officer at loanDepot, where I assisted customers with mortgage products and services. In addition, I am the founder of my own company, where I pursue my passion for Luxury Vehicles through entrepreneurship and innovation. I have over 3.5 years of experience in the financial services industry, and I am always eager to learn new skills and expand my knowledge. I thrive in a fast-paced and collaborative environment, where I can contribute to the success of my team and the company.

Experience

1. Private Client Banker

   Jp Morgan Chase Bank N.A

   Oct 2024 — Present