Shane Montgomery, CFP®, serves as the Vice President and Financial Consultant at Fidelity Investments since 2014. Previously, they held various roles at Fidelity, including Financial Consultant and Investment Consultant. Before joining Fidelity, Shane worked as a Personal Banker at Isabella Bank from 2012 to 2013. Shane earned a Bachelor of Science in Business Administration with a focus on Finance from Central Michigan University in 2013.
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