Directory

>

Lee Moodley

avatar

Lee Moodley

Vice President, Regional Planning Consultant

Houston, Texas, United States

View contact details (it's free)

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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Lee Moodley

Work Experience

company logo

Vice President, Regional Planning Consultant at

Fidelity Investments

May 2024 - Present

company logo

Vice President, Financial Consultant at

Fidelity Investments

September 2020 - May 2024

company logo

Financial Consultant at

Fidelity Investments

February 2018 - September 2020

company logo

Relationship Manager at

Fidelity Investments

September 2016 - February 2018

company logo

Financial Representative at

Fidelity Investments

August 2015 - September 2016

company logo

Account Executive at

Carty & Company, Inc.

December 2013 - January 2015

Logos provided by Logo.dev

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

mail

***********@fidelity.com

View Contact details (it's free)
Request Profile Removal