Lynne Zagami

VP, Client Service Manager Team Leader @Fidelity Investments

Boston, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2025 — Present

VP, Client Service Manager Team Leader @Fidelity Investments

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Boston, MA, US

As a CSM Team Leader, I lead, coach and develop a team of Client Service Managers within our Stock Plan Services organization.

EDUCATION

N/A

New York Law School

J.D.

N/A

Smith College

B.A., Women's Studies, Psychology

SKILLS

Corporate GovernanceCorporate LawClient ServicesStart-UpsBusiness DevelopmentTechnology LicensingEvent PlanningStrategySocial Media MarketingAngel InvestingNegotiating ContractsDue DiligenceMarketing StrategyVenture CapitalPublic SpeakingEntrepreneurship

ABOUT LYNNE ZAGAMI

I’ve spent most of my career running client service organizations in financial services and startups (both fintech and legaltech), and led the Shoobx customer success team through our acquisition by Fidelity in early 2023. I also spent several years as a corporate attorney for startups. I now lead a team of client service managers in Fidelity\'s Stock Plan Services division.

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Lynne Zagami — VP, Client Service Manager Team Leader at Fidelity Investments in Boston, MA, US | Unifers