Fidelity Investments
Dawn Pappas
Implementation Lead
Rahul Ray
Software Engineer
Cathy Burton Crocker
Senior Program Manager, Digital Assets Services
Lei Lin
Principal Data Scientist
Matthew Loar
Customer Relationship Advocate
Jamshid Kekobad
Account Executive
Raj Desai
Content Strategist
Pio Venafro
Managing Director
Tori Simon
Healthcare Data Analyst
Matt Whiteman
Principal Software Engineer
Alex Nguyen
Non Qualified Plan Services Lead
Will Lyle, Cfp®
Vice President, Wealth Planner