Dan Bergschneider, CFA®, CFP®, has extensive experience in the financial services industry, with a significant tenure at Fidelity Investments from 2012 to 2025, where they held roles including SVP and Head of Investments, and Director of Product Management. Prior to Fidelity, Dan worked as a Senior Business Analyst at SS&C Institutional and Investment Management from 1999 to 2005 and served as an Institutional Client Service Manager at State Street from 1996 to 1999. Dan is currently pursuing a BA in Economics at the University of Wisconsin-Madison.
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