Christopher Lai Email & Phone Number

Vice President, Wealth Planner @ Fidelity Investments

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Christopher Lai Location

Sugar Land, TX, US

Christopher Lai Work

2018 - now Vice President, Wealth Planner @ Fidelity Investments
2016 - 2018 Private Wealth Management Relationship Manager @ Fidelity Investments
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2015 - 2016 Wealth Manager @ USAA
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2012 - 2015 Investments Representative @ Fidelity Investments
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2011 - 2012 Financial Representative @ Fidelity Investments
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2010 - 2011 Assistant Manager Sales @ JPMorgan Chase & Co.
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2008 - 2010 Licensed Personal Banker @ JPMorgan Chase & Co.
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Christopher Lai Education

The University of Chicago Booth School Of Business
2018 - 2018
The American College of Financial Services
2016 - 2016
Rice University
2012 - 2013

The University of Texas at Austin
Bachelor of Science (Advertising)
2001 - 2005

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Christopher Lai Summary

Christopher Lai, based in Sugar Land, TX, US, is currently a Vice President, Wealth Planner at Fidelity Investments. Christopher Lai brings experience from previous roles at Fidelity Investments and USAA. Christopher Lai holds a 2018 - 2018 The University of Chicago Booth School Of Business. Christopher Lai has 2 emails and 3 mobile phone numbers on RocketReach.

Christopher Lai Emails

Found 2 emails

Christopher Lai Phone Numbers

Found 3 phone numbers

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Tim Codrington

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