ML

Megan Lee

Financial Consultant

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

Links


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices