Geoff Lay Email
Benefits Relationship Manager @ Fidelity Investments
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Geoff Lay Location
- Salt Lake City, UT, US
Geoff Lay Work
- Benefits Relationship Manager @ (November 2023 - Present)
- Workplace Planning Consultant II @ (April 2022 - Present)
- High Net Worth Service @ (December 2020 - April 2022)
- Financial Professional @ (May 2020 - November 2020)
- Investment Advisor @ (August 2019 - October 2019)
- Portfolio Specialist @ (May 2011 - September 2017)
- Client Management Representative @ (January 2011 - May 2011)
- Investment Adviser Representative @ (October 2009 - January 2011)
- Financial Representative Phones @ (August 2007 - September 2009)
- Private Wealth Manager, Family Home Office @ Lay Family Ventures (June 2007 - May 2020)
- Assistant to team of Global VP's of Wealth Management @ (January 2007 - January 2007)
- Race Car Driver @ For Love of the Road Motorsports (January 2001 - Present)
- Guitarist, Vocalist, Saxophonist @ Waves of Infinity (Progressive Melodic Metal Band) (January 1989 - Present)
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, Equitable and Cambridge Financial Advisers. 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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