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Treana Lankard

Vice President - Branch Leader

Treana Lankard is the Vice President and Branch Leader at Fidelity Investments, where they currently manage and lead branch operations. Previously, Treana served as a Complex Service Manager, VP at Morgan Stanley Smith Barney from 1999 to 2013, focusing on compliance, team leadership, and revenue growth. Treana also held various roles, including Securities Specialist at Yoder Financial Group and VP Administrative Manager at Prudential Securities, where they contributed to risk management and staff training. Treana earned a Bachelor's degree in Human Resources Management and Services from Friends University in 2018.

Location

Oklahoma City, United States

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