Daniel Helton is currently the Team Leader for Investment Services at Fidelity Investments, a role they began in 2025. Previously, Daniel held various positions at Citizens Financial Group, Inc., including Premier Producing Sales Manager from 2014 to 2021. They also served as a Wealth Client Consultant at Citizens Securities, Inc. in 2021 and as the Team Leader for Client Services at Fidelity Investments from 2021 to 2025. Daniel earned a Bachelor of Science (B.S.) from Wentworth Institute of Technology between 1999 and 2003.
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