Richard Lee is the Vice President and Branch Leader at Fidelity Investments, where they have been since 2020. They lead a team of financial professionals focused on client success through education and disciplined investing strategies. Richard previously held leadership roles at TD Ameritrade, AXA US, and MetLife, with a strong emphasis on coaching and professional development throughout their nearly 20-year career in finance. Richard earned a Bachelor of Science in Finance and Economics from the University of Delaware.
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