Lara Mego
Vice President, Engagement Consultant, Fidelity Center for Family Engagement @Fidelity Investments
Signup · Get unlimited contacts
WORK HISTORY
Vice President, Engagement Consultant, Fidelity Center for Family Engagement @Fidelity Investments
Boston, MA, US
I bring Fidelity Center for Family Engagement (FCFE) capabilities to Fidelity advisors and Fidelity Institutional clients to help them differentiate their businesses and to connect more meaningfully with their clients. I work with clients, stakeholders and thought leaders to identify ways that the advisory industry can build Family-Advisor Partnerships across generations through new engagement capabilities, which we believe are the next true differentiator for advisors. Having the opportunity to partner with advisors and firms as they build their businesses inspires and energizes me. It is rewarding to support advisor clients as they discover new mindsets and skillsets that allow them to forge deeper connections with their clients and families.I am proud of Fidelity’s commitment to deliver industry-leading capabilities to partners and clients. I strongly believe that the human, emotional, and relational perspective FCFE offers will help shape the future of the advisory profession and the families they work with.
EDUCATION
Hamilton College
American Studies, Honors, English, History, Studio Arts
Hamilton-Wenham Regional High School
Diploma
Babson F.W. Olin Graduate School of Business
MBA, Marketing
SKILLS
ABOUT LARA MEGO
Experienced professional with a demonstrated history of working in the financial services and consumer products industries. Strong consulting background along with skills in Client Segmentation, Corporate Structure, Strategic Planning, Consumer Products, Product Development, Market Research, Start-ups and Training. Digital Learning and Leadership. Extensive experience leading product and program development. Spanish language fluency.I bring Fidelity Center for Family Engagement (FCFE) capabilities to Fidelity Institutional clients to help them differentiate their businesses and to connect more meaningfully with their clients. I work with clients, stakeholders and thought leaders to identify ways that the advisory industry can build Family-Advisor Partnerships across generations through new engagement capabilities, which we believe are the next true differentiator for advisors. Having the opportunity to partner with advisors and firms as they build their businesses inspires and energizes me. It is rewarding to support advisor clients as they discover new mindsets and skillsets that allow them to forge deeper connections with their clients and families.As a life-long learner and serial intrapreneur, a decade spent working across many of Fidelity’s businesses has fueled my curiosity and passion for relationship building and our ability to positively impact clients. I have honed a variety of skills including program and product development as well as institutional client consulting and training, with a specialization in digital development and delivery.I am proud of Fidelity’s commitment to deliver industry-leading capabilities to partners and clients. I strongly believe that the human, emotional, and relational perspective the Fidelity Center for Family Engagement offers will help shape the future of the advisory profession and the families they work with.Lara lives in the Boston area and is fully immersed in the joys of raising two young daughters with her husband Alex. She loves travel, cooking and spending as much time as she can in the lovely state of Maine. She has her undergraduate degree from Hamilton College and her MBA from Babson.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.