Lawrence Greene Email & Phone Number
Vice President, Financial Consultant @ Fidelity Investments
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Lawrence Greene Location
- Providence, RI, US
Lawrence Greene Work
- Vice President, Financial Consultant @ (June 2023 - Present)
- Financial Consultant @ (November 2016 - June 2023)
- Investment Consultant @ (July 2013 - November 2016)
- Financial Representative @ (September 2010 - June 2013)
- Participant Services @ (April 2009 - September 2010)
- Senior Retirement Services Specialist @ (July 2006 - March 2009)
Lawrence Greene Education
- Bryant University
B.S. (Finance)
2009-2013 - Ponaganset High School
Lawrence Greene Skills
- 401k
- 401k Rollovers
- Alternative Investments
- Asset Allocation
- Certified Financial Planner
- Defined Benefit
- Defined Contribution
- Equities
- Finance
- Financial Planning
- Fixed Annuities
- Fixed-Income Investing
- IRAs
- Investment Management
- Investment Strategies
- Mutual Funds
- Retirement
- Retirement Plan Distribution
- Retirement Plans
- Separately Managed Accounts
- Series 6
- Series 63
- Series 65
- Series 7
- Variable Annuities
Lawrence Greene Summary
- Lawrence Greene, based in Providence, RI, US, is currently a Vice President, Financial Consultant at Fidelity Investments. Lawrence Greene brings experience from previous roles at Fidelity Investments and Mercer Human Resource Consulting. Lawrence Greene holds a 2009 - 2013 B.S. in Finance @ Bryant University. With a robust skill set that includes 401k, 401k Rollovers, Alternative Investments, Asset Allocation, Certified Financial Planner and more. Lawrence Greene has 2 emails and 2 mobile phone numbers on RocketReach.
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