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Lee Moodley
Lee Moodley
Vice President, Regional Planning Consultant
Houston, Texas, United States
Lee Moodley
Summary
Lee Moodley is a seasoned financial consultant with extensive experience in the investment sector, currently serving as Vice President at Fidelity Investments in Houston, Texas. With a background in psychology and business from the University of Tennessee-Knoxville, Lee combines analytical skills with a deep understanding of client needs. Over the years, he has held various roles within Fidelity, showcasing a steady career progression from a Financial Representative to a Vice President. His tenure at Fidelity reflects a commitment to client success and financial planning excellence. Lee's approach to finance is not just about numbers; he emphasizes the importance of building strong relationships with clients. Outside of work, he is likely to be interested in emerging financial technologies and leadership development, given his professional background. His long-term association with Fidelity Investments speaks to his loyalty and expertise in the field.
Lee Moodley
Work Experience
Vice President, Regional Planning Consultant at
Fidelity Investments
May 2024 - Present
Vice President, Financial Consultant at
Fidelity Investments
September 2020 - May 2024
Financial Consultant at
Fidelity Investments
February 2018 - September 2020
Relationship Manager at
Fidelity Investments
September 2016 - February 2018
Financial Representative at
Fidelity Investments
August 2015 - September 2016
Account Executive at
Carty & Company, Inc.
December 2013 - January 2015
Lee Moodley
Education
University of Tennessee, Bachelor Of Arts - Ba
January 2011 - January 2013
Frequently Asked Questions about Lee Moodley
What is Lee Moodley email address?
Lee Moodley's primary email address is ***********@fidelity.com. To view the full verified email and additional contact details, sign up for free with Muraena.
Where Lee Moodley graduated from?
Lee Moodley holds a degree in Psychology, Business from University of Tennessee.
How can I directly contact Lee Moodley?
To contact Lee Moodley directly, you can use the email address ***********@fidelity.com. Complete contact information is available upon registration with Muraena.
Who is Lee Moodley?
Lee Moodley is a seasoned financial consultant with extensive experience in the investment sector, currently serving as Vice President at Fidelity Investments in Houston, Texas. With a background in psychology and business from the University of Tennessee-Knoxville, Lee combines analytical skills with a deep understanding of client needs. Over the years, he has held various roles within Fidelity, showcasing a steady career progression from a Financial Representative to a Vice President. His tenure at Fidelity reflects a commitment to client success and financial planning excellence. Lee's approach to finance is not just about numbers; he emphasizes the importance of building strong relationships with clients. Outside of work, he is likely to be interested in emerging financial technologies and leadership development, given his professional background. His long-term association with Fidelity Investments speaks to his loyalty and expertise in the field.
Lee`s contact details
***********@fidelity.com