GL

Gary Lane

Team Leader, Advisory Services

Gary Lane is currently a Team Leader in Advisory Services at Fidelity Investments, where they utilize their extensive expertise in managed account processes and complex client needs. Prior to this role, Gary held various positions at Fidelity, including Investment Management Consultant and Team Leader Central Relationship Manager, contributing significantly to client relationships and strategic account management. Gary earned a Bachelor’s degree in Finance from the University of Maine and is pursuing a Master of Business Administration at Southern New Hampshire University. In addition to their professional experience, they hold multiple FINRA licenses, demonstrating a commitment to their field.

Location

Newton, United States

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