Daniel Theall
Relationship Manager at Fidelity Investments
📍 Dallas, Texas, United States
Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.
Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.
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Experience
8 Years
Current Role
Relationship Manager
Job Level
Middle
Location
Dallas, Texas, United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Daniel cares about
Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Career
Work history
10-2024
Relationship Manager
Fidelity Investments
4-2024 - 10-2024
Financial Representative
Fidelity Investments
2-2021 - 4-2024
High Net Worth Associate
Fidelity Investments
4-2020 - 2-2021
Customer Relationship Advocate
Fidelity Investments
10-2016 - 3-2020
Swim Coach
Aquastar Swimming
In the press
Media appearances
Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
9-2016 - 12-2019
Bachelor of Corporate Communications
University of Houston
2018 - 2018
Spanish Language and Literature
Universidad de Granada
Social presence
Other Fidelity Investments Employees
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