Kathryn Lacasse

Customer Relationship Advocate at Fidelity

Kathryn LaCasse is currently a Client Relations Intern at Fidelity Investments since June 2024. Prior to this role, Kathryn gained extensive experience at Wentworth By The Sea Country Club, serving as both Head Banquet Server and Banquet Server, where efficient service was delivered to members and guests. At The Atkins Investment Group, Kathryn held multiple positions, including Real Estate Investment Trust Sector Leader and Fixed Income Sector Analyst, leading investment analysis efforts and presenting findings professionally. Additionally, experience as a Teaching Assistant at the University of New Hampshire involved grading and providing feedback in business classes, while also supporting the IT Help Desk. Earlier roles include Pro Shop Attendant at Nippo Lake Golf Club and Summer Camp Counselor at Raymond Recreation. Kathryn is pursuing a Bachelor of Business Administration in Finance from the University of New Hampshire and has studied at Regent's University London.

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Durham, United States

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Fidelity

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Fidelity is a privately owned investment manager. It also provides IRAs, 401(k) rollovers, annuities, discount brokerage services, retirement services, estate planning, wealth management, securities execution and clearance, and life insurance services to its clients. Fidelity provides its services to individual investors, businesses, financial advisors, and institutions. It manages equity, fixed income, and balanced mutual funds. Fidelity invests in the public equity and fixed income markets across the globe. It conducts in-house research to make its investments. Fidelity operates as a subsidiary of FMR LLC. It began operation in 1946, with its headquarters in Boston in Massachusetts.


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10,000+

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