Fidelity
Lori Yaverbaum currently serves as Vice President of User Experience at Fidelity Investments, having joined the company in December 2021 to enhance user experiences for financial advisors and clients. Prior to this role, Lori held multiple positions at Commonwealth Financial Network from July 2001 to November 2021, including Vice President of Customer Experience, where responsibilities included improving customer interactions and leading various teams focused on user experience. Earlier career experiences include roles at Be Free, Inc. as a Project Manager in Web Development, LifeSimple.com as Manager of Communications, and Fidelity Investments, where Lori worked in multiple capacities, including Communications Manager and Business Analyst. Lori Yaverbaum holds an MSHFID from Bentley University, an MBA from the Questrom School of Business at Boston University, and an MS in Finance from Lehigh University.
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Fidelity
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Fidelity is a privately owned investment manager. It also provides IRAs, 401(k) rollovers, annuities, discount brokerage services, retirement services, estate planning, wealth management, securities execution and clearance, and life insurance services to its clients. Fidelity provides its services to individual investors, businesses, financial advisors, and institutions. It manages equity, fixed income, and balanced mutual funds. Fidelity invests in the public equity and fixed income markets across the globe. It conducts in-house research to make its investments. Fidelity operates as a subsidiary of FMR LLC. It began operation in 1946, with its headquarters in Boston in Massachusetts.