Geoff Lay Email
Benefits Relationship Manager @ Fidelity Investments
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Geoff Lay Location
- Salt Lake City, UT, US
Geoff Lay Work
- 2023 -now Benefits Relationship Manager @
- 2022 -now Workplace Planning Consultant II @
- 1989 -now Guitarist, Vocalist, Saxophonist @ Waves of Infinity (Progressive Melodic Metal Band)
- 2001 -now Race Car Driver @ For Love of the Road Motorsports
- 2020 -2022 High Net Worth Service @
- 2020 -2020 Financial Professional @
- 2007 -2020 Private Wealth Manager, Family Home Office @ Lay Family Ventures
- 2019 -2019 Investment Advisor @
- 2011 -2017 Portfolio Specialist @
- 2011 -2011 Client Management Representative @
- 2009 -2011 Investment Adviser Representative @
- 2007 -2009 Financial Representative Phones @
- 2007 -2007 Assistant to team of Global VP's of Wealth Management @
Geoff Lay Education
- Westminster College MBA, Utah
MBA (Business, Financial Planning)
2007-2011 - Westminster College
BS (Business, Financial Services)
2003-2007 - Skyline High School
High School Diploma (General)
2000-2003 - Churchill Junior High School 1997-2000
- Oakwood Elementary 1990-1997
Geoff Lay Skills
- Wealth Management
- Risk Management
- Modern Portfolio Theory
- Investments
- Mutual Funds
- Financial Services
- Securities
- Strategic Financial Planning
- Investment Strategies
- Finance
- Financial Analysis
- 401k
- Bonds
- Options
- Equities
- Fixed Income
- Wealth
- Trading
- Strategy
- Retirement Planning
- Real Estate Investing
- Real Estate Transactions
- Commodity Markets
- Equity Trading
- Microsoft Office Suite
- Microsoft Excel
- Customer Service
- Relationship Management
- Acoustic Guitar
- Saxophone
- Portfolio Construction and Management
- Race Car Driver (Formula, Karts, and Sports Cars)
- Goal Planning
- Real Estate Investment Trust (REIT)
- Fixed Income Markets
- Fixed Income Portolio Management
- Dreamscaping
- Lifecycle Funds
- Separately Managed Accounts
- Series 63
- Financial Advisory
- Vocals
- Portfolio Management
- Asset Allocation
- Electric Guitar
- Uniform Combined State Law
- Musician
- FINRA
- Asset Management
- Investment Advice/Financial Planning
- Race Car Driver Formula
- Karts
- Retirement
- Series 7
- Sports Cars
- Race Car Driver
Geoff Lay Summary
- Geoff Lay, based in Salt Lake City, UT, US, is currently a Benefits Relationship Manager at Fidelity Investments. Geoff Lay brings experience from previous roles at Fidelity Investments, Waves of Infinity (Progressive Melodic Metal Band) and For Love of the Road Motorsports. Geoff Lay holds a 2007 - 2011 MBA in Business, Financial Planning @ Westminster College MBA, Utah. With a robust skill set that includes Wealth Management, Risk Management, Modern Portfolio Theory, Investments, Mutual Funds and more. Geoff Lay has 2 emails on RocketReach.
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