Mason Lefcourt Email
Relationship Manager @ Fidelity Investments
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Mason Lefcourt Location
- Tucson, AZ, US
Mason Lefcourt Work
- Relationship Manager @ (October 2026 - Present)
- Associate Advisor @ (March 2025 - October 2026)
- Associate Advisor @ (March 2025 - October 2026)
- Server @ The Ritz-Carlton, North Italia, and RA Sushi & Bar (December 2023 - August 2025)
- Sector Analyst (Endowment Fund) @ (September 2024 - May 2025)
Mason Lefcourt Education
- University of Arizona, Eller College of Management
Bachelor of Science in Business Administration (Finance & Personal and Family Financial Planning)
2024-2025 - Pima Community College
Associate's degree (Business Administration and Management, General)
2022-2024 - Mountain View High School
High School Diploma
2019-2022
Mason Lefcourt Skills
- Cash Flow Analysis
- Client Onboarding
- Customer Relationship Management (CRM)
- Envestnet
- Financial Planning
- Investment Analysis
- MoneyGuidePro
- NetX360
- Redtail CRM
- Retirement Planning
- Tax-aware Planning
Mason Lefcourt Summary
- Mason Lefcourt, based in Tucson, AZ, US, is currently a Relationship Manager at Fidelity Investments. Mason Lefcourt brings experience from previous roles at Quantum Wealth Management, Independent Financial Group, LLC, The Ritz-Carlton, North Italia, and RA Sushi & Bar and University of Arizona Investments Club. Mason Lefcourt holds a 2024 - 2025 Bachelor of Science in Business Administration in Finance & Personal and Family Financial Planning @ University of Arizona, Eller College of Management. With a robust skill set that includes Cash Flow Analysis, Client Onboarding, Customer Relationship Management (CRM), Envestnet, Financial Planning and more. Mason Lefcourt has 1 emails on RocketReach.
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