Karen Lee, CFP®, is a Vice President and Financial Consultant at Fidelity Investments, where they have worked since 2023. Previously, they served as an Assistant Vice President at Dawnay Day Av Financial Services Private Limited from 2006 to 2008 and held various roles in the banking and financial sector, including Van Gogh Preferred Banking Wealth Manager at ABN AMRO Bank N.V. and Branch Manager at HDFC Bank. Karen also owned a business in North India from 2010 to 2015 and worked as a Financial Advisor at Edward Jones from 2017 to 2019. They hold a Bachelor of Arts in Economics from St. Stephen's College, Delhi, and an MBA in Finance from the International Management Institute.
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