Megan Lee, CFP®, is a Financial Consultant at Fidelity Investments, where they began their career in financial services after graduating from the University of Oregon. Previously, they served as a Senior Manager and Project Manager at Oregon Consulting Group from 2018 to 2021, utilizing human-centered design frameworks to address client challenges. Additionally, Megan worked as an English Village Intern at Dankook University in 2019, focusing on enhancing students' speaking skills. Currently, they are pursuing a Master of Science in Personal Financial Planning at Texas Tech University.
Location
Dallas, United States
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