Daniel Holzman

Financial Consultant at Fidelity Investments

Ann Arbor, Michigan, United States

About

Skilled in Microsoft Excel, Analytical Skills, Customer Service, Communication, and Financial Reporting. Strong professional with a Bachelor's degree focused in Economics from University of Massachusetts, Amherst.

Experience

  • Fidelity Investments (4 yrs 1 mo)
    • Financial Consultant
      Sep 2025 - Present · 10 mos

    • Planning Consultant
      Feb 2024 - Oct 2025 · 1 yr 9 mos

    • Investment Consultant
      Jun 2022 - Feb 2024 · 1 yr 9 mos

  • Broker Services at Charles Schwab
    Aug 2020 - Jun 2022 · 1 yr 11 mos

  • Broker Services at Interactive Brokers
    Oct 2017 - Aug 2020 · 2 yrs 11 mos

  • Teller at Bank of Cape Cod
    May 2016 - Aug 2016 · 4 mos

    Opened and Closed the branch every day •Balanced the General Ledgers for the branch •Activated Accounts and processed transactions for customers

  • Parking Assistant, Valet at HMI Parking/ Black Cat Tavern
    Jun 2014 - Aug 2016 · 2 yrs 3 mos

    Assisted Customers in an efficient manner Handled luxurious vehicles with pristine care