Daniel Hart is a Planning Consultant with a Bachelor of Applied Science in Finance from Brigham Young University - Idaho, which they earned in 2020. They have experience as a CRA Representative, Relationship Manager, and High Net Worth Service Associate at Fidelity Investments, utilizing their strong understanding of financial planning and client relationship-building skills. In previous roles, Daniel worked as a Business Analyst Intern at Kronos Incorporated and an Analyst in Credit Risk Management and Advisory at Goldman Sachs, where they contributed to financial analysis and client support. Known for their determination and ability to deliver creative solutions, they collaborate effectively with financial consultants and wealth planners to enhance client experiences.
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