Carly Jaffee

Carly Jaffee currently holds the position of Vice President Regional Planning Consultant at Fidelity Investments, where responsibilities include serving as the National Director of Field Training for Private Wealth Management and Executive Services, as well as providing benefits education and wealth planning for c-suite executives. Carly's extensive experience includes roles as a Complex Case Resolution Manager for high net worth individuals and as a Financial Representative. Prior to joining Fidelity Investments in 2015, Carly held several positions at Enterprise Rent-A-Car, including Assistant Manager and Management Trainee, and completed co-op positions as a Legal Assistant at Foley Hoag LLP and Dewey & LeBoeuf LLP, as well as Event Planning Central Manager at Northeastern University's Campus Activities Office. Carly earned a Bachelor of Science degree in Political Science and Environmental Studies from Northeastern University in 2012.