Lauren Email & Phone Number
Head of Client and Participant Services (CAPS) Planning and Strategic Initiatives @ Fidelity Investments
5 free lookup(s).
Lauren Location
- Cleveland, OH, US
Lauren Work
- 2025 - now Head of Client and Participant Services (CAPS) Planning and Strategic Initiatives @
- 2022 - 2025 Vice President, Talent Acquisition Account Manager @
- 2021 - 2022 VP, Competitive People Intelligence @
- 2019 - 2022 VP, Branch Leader @
- 2018 - 2019 Regional Director Executive Services @
- 2017 - 2018 Director, Branch Infrastructure and Planning @
- 2016 - 2017 Director, Strategic Business Planning and Governance @
- 2014 - 2016 General Management Apprentice @
- 2014 - 2014 Relationship Manager @
- 2012 - 2014 Private Client Specialist @
- 2023 - now Board Member @
- 2007 - 2020 Fitness Instructor @
- 2010 - 2012 Corporate Sales Executive @
- 2007 - 2010 Corporate Partnership Executive @ Lake Erie Monsters
- now Account Executive @
- now Intern @
- 2004 - 2005 Intern @
Lauren Education
- Ashland University
Master of Business Administration (MBA) (Executive Management)
2012 - 2014 - Ohio University
Bachelor of Business Administration (B.B.A.) and Bachelor of Science, Sports Sciences (B.S.) (Finance, Business Pre-Law, Sports Management)
2002 - 2006
Lauren Skills
- Series 7
- Strategic Financial Planning
- Cpr Certified
- Fitness Instructor
- Health Insurance
- Life Insurance
- Series 66
- Series 9/10
Lauren Summary
- Lauren, based in Cleveland, OH, US, is currently a Head of Client and Participant Services (CAPS) Planning and Strategic Initiatives at Fidelity Investments. Lauren brings experience from previous roles at Fidelity Investments. Lauren holds a 2012 - 2014 Master of Business Administration (MBA) in Executive Management @ Ashland University. With a robust skill set that includes Series 7, Strategic Financial Planning, Cpr Certified, Fitness Instructor, Health Insurance and more. Lauren has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Fidelity Investments Employees
Robert Mascialino
President, Fidelity Wealth
Monroe Township, NJ, US
Tim Codrington
Managing Director of Research
Boston, MA, US
Abby Johnson
Chairman and Chief Executive Officer
Boston, Massachusetts, United States
Michael O'Reilly
President, Fidelity Digital Assets
Boston, MA, US
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