Bo L Email
Head of Planning - Private Wealth Management, Executive Services @ Fidelity Investments
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Bo L Location
- San Jose, CA, US
Bo L Work
- Head of Planning - Private Wealth Management, Executive Services @ (April 2025 - Present)
- Market Leader @ (October 2017 - April 2025)
- Vice President, Senior Branch Manager @ (February 2012 - October 2017)
- Vice President, Branch Manager @ (November 2010 - February 2012)
- Vice President, Regional Planning Consultant @ (June 2008 - November 2010)
- Financial Planning Consultant @ (June 2005 - June 2008)
Bo L Skills
- Business Strategy
- Team Building
- Sales Management
- Process Improvement
Bo L Summary
- Bo L, based in San Jose, CA, US, is currently a Head of Planning - Private Wealth Management, Executive Services at Fidelity Investments. Bo L brings experience from previous roles at Fidelity Investments. With a robust skill set that includes Business Strategy, Team Building, Sales Management, Process Improvement and more. Bo L has 2 emails on RocketReach.
Looking for a different Bo L?
Find contact details for 700 million professionals.
Others Named Bo L
Bo L
Sr. Data Scientist and R and D Engineer
Washington, DC, US
Bo L.
Senior Software Engineer
Santa Clara, CA, US
Bo L.
Operating Director
Irvine, CA, US
Bo L.
Chief Financial Officer
Melbourne, VIC, AU
Bo L
Software Engineer
United States
Bo L.
Space Planner
Netherlands
Bo L.
Co-Founder
United States
Top Fidelity Investments Employees
Pk Shiu
CTO, DeFi Startup
Boston, MA, US
Keith Dennelly
CIO Asset Management
Boston, MA, US
Eric Emerson
CIO - Brokerage Recordkeeping Technology
Boston, MA, US
Kristin White
Chief Financial Officer, Fidelity Brokerage
Boston, MA, US
Christopher Melia
CIO - Head of Wealth Technology
Boston, MA, US
Michael Wilens
President, Enterprise Services
Boston, MA, US
Janet Clay
Managing Director of Research
Boston, MA, US
Tim Codrington
Managing Director of Research
Boston, MA, US
Edmond Holohan
Chief Product Owner Application Security
Boston, MA, US
Mike Pegnato
COO, Fidelity Personal Trust Company
Swampscott, MA, US
Abby Johnson
Chairman and Chief Executive Officer
Boston, Massachusetts, United States
David Wolf
Chief Product Officer, Finance Platform
Boston, MA, US
Phil Donovan
COO, Digital Workplace
Boston, MA, US
Michael O'Reilly
President, Fidelity Digital Assets
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co