Derek Lawson Email
Vice President, Executive Planning Consultant @ Fidelity Investments
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Derek Lawson Location
- Portland, OR, US
Derek Lawson Work
- Vice President, Executive Planning Consultant @ (May 2026 - Present)
- Vice President, Wealth Planner @ (June 2023 - May 2026)
- Financial Consultant @ (June 2021 - June 2023)
- Financial Solutions Advisor | Brokerage Elite @ (February 2020 - June 2021)
- Financial Solutions Advisor | Participant Services @ (February 2019 - February 2020)
- Financial Solutions Advisor | Brokerage @ (February 2018 - February 2019)
- Relationship Advisor II | Global Fund Banking @ (June 2017 - January 2018)
- Relationship Advisor | Global Fund Banking @ (November 2016 - June 2017)
- Client Service Advisor II @ (September 2014 - November 2016)
- Member Solutions Representative II @ (December 2013 - September 2014)
- Member Solutions Representative @ (June 2011 - December 2013)
Derek Lawson Education
- College for Financial Planning
- Arizona State University
- UC Berkeley Extension
- Universitat d'Alacant
Derek Lawson Summary
- Derek Lawson, based in Portland, OR, US, is currently a Vice President, Executive Planning Consultant at Fidelity Investments. Derek Lawson brings experience from previous roles at Fidelity Investments and Merrill Lynch. Derek Lawson holds a College for Financial Planning. Derek Lawson has 2 emails on RocketReach.
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