Elizabeth Malin is currently the Director of Tax-Exempt Markets Distribution Strategy, Planning & Transformation. Previously, they held various roles at Fidelity Investments, including Director of Investor Center Strategy & Planning and Senior Manager of Market Insights & Thought Leadership. Elizabeth also worked at Morgan Stanley Wealth Management as a Reg. Client Associate and served as an Analyst at Cerulli Associates, contributing to significant research projects in the retail retirement sector. They are pursuing a BBA in Finance at Southern Methodist University.
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