Brian Lak

Managing Director

Brian Lak is currently an Associate Managing Director at Fidelity Investments, where they assist plan sponsors and administrators in managing their 401(k) plans effectively. With a background as a Workplace Planning Consultant, Brian provided planning and advice on various financial topics. They participated in the Creative Design Experience as a Junior Business Analyst, enhancing skills in AI, automation, and client interactions. Brian holds a Bachelor of Science in Mathematics from the University of Massachusetts Amherst and an Associate of Science in Computer Science from Springfield Technical Community College.

Location

Merrimack, United States

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