Fidelity
Daniel Flanagan, CIMA, is an experienced finance professional with a significant background in investment operations and reporting services, currently serving as Vice President of Investment Operations at Fidelity Investments since 2006. In this role, Daniel contributes to The Investment Collaborative, focusing on innovative investment solutions for high-net-worth clients. Previous positions include Vice President of Reporting Services and Senior Director at Fidelity, where responsibilities encompassed technology roadmap development, budget oversight, and operational enhancements for complex client engagement. Daniel's earlier career includes a business analyst role at Olmstead Associates and positions at Putnam Investments and Chase Manhattan Corporation, supported by a Bachelor of Arts in Economics from the University of Massachusetts Amherst.
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Fidelity
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Fidelity is a privately owned investment manager. It also provides IRAs, 401(k) rollovers, annuities, discount brokerage services, retirement services, estate planning, wealth management, securities execution and clearance, and life insurance services to its clients. Fidelity provides its services to individual investors, businesses, financial advisors, and institutions. It manages equity, fixed income, and balanced mutual funds. Fidelity invests in the public equity and fixed income markets across the globe. It conducts in-house research to make its investments. Fidelity operates as a subsidiary of FMR LLC. It began operation in 1946, with its headquarters in Boston in Massachusetts.