Lee Moodley is a seasoned professional in the financial services industry, currently serving as a Vice President, Regional Planning Consultant at Fidelity Investments since 2020. Previously, they held various roles at Fidelity, including Vice President, Financial Consultant and Relationship Manager, building a strong foundation in client relations and financial planning. Lee began their career as an Account Executive at Carty & Company, Inc. and holds a Bachelor of Arts in Psychology and Business from the University of Tennessee-Knoxville, earned in 2013.
Location
Houston, United States
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