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Leah Simoglou

Director, Learning RM, CRG for Fidelity Investments

Role
Director, Learning Rm, Crg at Fidelity Investments
Location
Boston, MA, US
LinkedIn followers
500 followers
OtherView LinkedIn profile

Experience

  1. Director, Learning Rm, Crg

    Fidelity Investments

    Feb 2024 — Present

    Instrumental in ensuring that the Fidelity IWMS Client Relationship Group (CRG) has the knowledge and skills necessary to execute on the goals set forth by the business. The primary focus is supporting the RIA, Platform Sales and Clearing segments from a sales training perspective. I am proactive and anticipate business needs, successfully build productive relationships, and communicate effectively.

Education

  • Penn State University

    International Relations

    2006 — 2010

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Leah Simoglou — Director, Learning Rm, Crg at Fidelity Investments in Boston, MA, US | Unifers