Daniel Cooke
Marketing Leader | Technology Geek | Services Passionate | hypermean.com
- Role
- Financial Associate at Fidelity Investments
- Location
- Albuquerque, NM, US
- LinkedIn followers
- 500 followers
About Daniel Cooke
Innovative technology leader with extensive global experience in sales, marketing, services, and management domains. Proven ability to drive customer and business success through strategic vision, cross-functional collaboration, and high-impact team engagement by leveraging deep technical expertise to deliver scalable solutions and market growth.
Experience
Financial Associate
Jan 2026 — Present
Executed exceptional service to clients, resolving complex inquiries and providing tailored financialsolutions to optimize retirement planning.• Managed customer inquiries to provide accurate account verifications, ensuring clients had clear insights into their holdings and transactions.• Processed withdrawals and loan requests for 401k plans, guiding customers through eligibility requirements, documentation, and compliance to facilitate seamless financial actions.• Performed account maintenance, contribution adjustments, and maintaining data accuracy.• Delivered education and resources on investment options, retirement planning tools, and Fidelity platform features, empowering clients to make informed decisions.
Education
Stanford Continuing Studies
Business Administration and Management, General
The University of New Mexico - Robert O. Anderson School of Management
Project Management & Grant Writing
University of Oregon
Bachelor of Science (BS)
University of Southern California
Film Study/Internship
Santa Fe Community College
Art
University of Oregon
Bachelor of Science (BS)
UC Berkeley
Management
Skills
- Android
- Integration
- Sql
- Linux
- System Architecture
- Professional Services
- C
- Programming
- Vmware
- Product Management
- Go-to-Market Strategy
- High Availability
- Network Security
- IT Service Management
- Cloud Computing
- Software Engineering
- Networking
- Hp
- Java
- Start-Ups
- Data Center
- Project Management
- Windows
- Mobile Devices
- Os X
- Mac Os X
- Operating Systems
- Management
- Pre-Sales
- Technical Support
- Troubleshooting
- Servers
- Business Development
- Software Development
- Perl
- Embedded Systems
- Security
- Enterprise Software
- Unix
- Windows Server
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