Lauren Email & Phone Number
Head of Client and Participant Services (CAPS) Planning and Strategic Initiatives @ Fidelity Investments
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Lauren Location
- Cleveland, OH, US
Lauren Work
- Head of Client and Participant Services (CAPS) Planning and Strategic Initiatives @ (May 2025 - Present)
- Vice President, Talent Acquisition Account Manager @ (June 2022 - May 2025)
- VP, Competitive People Intelligence @ (December 2021 - June 2022)
- VP, Branch Leader @ (September 2019 - January 2022)
- Regional Director Executive Services @ (September 2018 - September 2019)
- Director, Branch Infrastructure and Planning @ (July 2017 - September 2018)
- Director, Strategic Business Planning and Governance @ (June 2016 - July 2017)
- General Management Apprentice @ (July 2014 - June 2016)
- Relationship Manager @ (January 2014 - July 2014)
- Private Client Specialist @ (January 2012 - January 2014)
- Board Member @ (November 2023 - Present)
- Fitness Instructor @ (September 2007 - October 2020)
- Corporate Sales Executive @ (September 2010 - January 2012)
- Corporate Partnership Executive @ Lake Erie Monsters (April 2007 - September 2010)
- Account Executive @ (January 2006 - January 2007)
- Intern @ (January 2006 - January 2006)
- Intern @ (November 2004 - January 2005)
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 4 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Lauren?
Find contact details for 700 million professionals.
Others Named Lauren
Lauren Griffiths
Partner
London, GB
Lauren Griffiths
Buyer, Tableware
Bloomfield Hills, MI, US
Top Fidelity Investments Employees
Pk Shiu
CTO, DeFi Startup
Boston, MA, US
Keith Dennelly
CIO Asset Management
Boston, MA, US
Eric Emerson
CIO - Brokerage Recordkeeping Technology
Boston, MA, US
Kristin White
Chief Financial Officer, Fidelity Brokerage
Boston, MA, US
Christopher Melia
CIO - Head of Wealth Technology
Boston, MA, US
Michael Wilens
President, Enterprise Services
Boston, MA, US
Janet Clay
Managing Director of Research
Boston, MA, US
Tim Codrington
Managing Director of Research
Boston, MA, US
Edmond Holohan
Chief Product Owner Application Security
Boston, MA, US
Mike Pegnato
COO, Fidelity Personal Trust Company
Swampscott, MA, US
Abby Johnson
Chairman and Chief Executive Officer
Boston, Massachusetts, United States
David Wolf
Chief Product Officer, Finance Platform
Boston, MA, US
Phil Donovan
COO, Digital Workplace
Boston, MA, US
Michael O'Reilly
President, Fidelity Digital Assets
Boston, MA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co