Shane Davis, CFP®, serves as the Regional Head of the Northwest Investor Centers at Fidelity Investments, where they lead a team dedicated to providing exceptional client experiences through holistic financial planning. With extensive experience at Fidelity since 1997, Shane has held various positions, including Vice President and Senior Branch Manager, where they focused on branch effectiveness, market growth, and team development. Shane earned a Master of Business Administration (MBA) from Southern Methodist University and a Bachelor of Business Administration (BBA) from Baylor University, emphasizing business management and marketing.
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