Team Leader, Investment Solutions
Current
Sep 2023 - Present
AeroLeads people directory · profile
Greg Gaffney Email & Phone Number
Team Leader, Investment Solutions, Planning and Advice @ Fidelity Investments
at
Fidelity Investments
1 work email found
@fidelity.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Team Leader, Investment Solutions, Planning and Advice @ Fidelity Investments
Location
Las Vegas Metropolitan Area, United States
Company size
Who is Greg Gaffney? Overview
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Quick answer
Greg Gaffney is listed as Team Leader, Investment Solutions, Planning and Advice @ Fidelity Investments at Fidelity Investments, a with 52767 employees, based in Las Vegas Metropolitan Area, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Greg Gaffney.
Greg Gaffney previously worked as Team Leader, Investment Solutions at Fidelity Investments and Team Leader, Onboarding One Distribution FSRs at Fidelity Investments. Greg Gaffney holds Business Administration And Management, General from Santa Clara University.
Company email context
Email format at Fidelity Investments
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{first}.{last}@fidelity.com
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AeroLeads found 1 current-domain work email signal for Greg Gaffney. Compare company email patterns before reaching out.
Profile bio
About Greg Gaffney
With over 26 years of experience in the financial services industry, I am a Director of Investment Solutions at Fidelity Investments, where I lead a team of professionals who provide customized and comprehensive investment solutions to clients. I hold the LUTCF designation, which demonstrates my knowledge and skills in life insurance and financial planning. I have a proven track record of delivering onboarding and client services excellence, as well as strategic business development, in my previous roles as a Director and Team Leader at Fidelity, a VP and Branch Leader at Fidelity, and a Director and Regional Sales Manager at Merrill Lynch. I am passionate about helping clients achieve their financial goals and dreams, and I am committed to fostering a culture of collaboration, innovation, and diversity in my team and organization. I am always eager to learn new things and explore new opportunities in the dynamic and evolving field of investment solutions.
Listed skills include Wealth Management, Investments, Portfolio Management, Financial Services, and 23 others.
Current workplace
Greg Gaffney's current company
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Fidelity Investments
8 roles
Greg Gaffney work experience
A career timeline built from the work history available for this profile.
Team Leader, Onboarding One Distribution Fsrs
Jan 2023 - Sep 2023
Team Leader, Client Services, High Net Worth
Jul 2022 - Jan 2023
Vp, Branch Leader
Dec 2018 - Jul 2022
Director, Business Develpment Manager
Responsible for referral flows from Merrill Lynch and Private Banking advisors to Merrill Edge. Covered a large territory of Merrill Lynch offices (Pacific Northwest-7 states) presenting daily one on one and to entire offices. I worked closely with leadership and several partners -updating, sharing best practices, and helping drive to their scorecard. Lead the strategy and execution of the Pacific Northwest account development, enablement, and growth optimization efforts.
Jul 2017 - Aug 2018
Svp, Regional Sales Mgr
Bank Of The West/Bnp Paribas
I managed, recruited, grew, and retained top talent with branch financial advisors as well as wealth management advisors. I was responsible for the entire Bay Area as well as Oregon advisors, 35-40 in all plus support staff and all licensed partners. I helped create, implement structure and developed a repeatable process for advisors meeting with clients finding a solution based on their needs/goals. My day consisted of inspecting and coaching individual advisors all while growing a team to consistently exceed goals. Managed money was always a key metric we focused on and consistently led the firm in production. I was part of the rebranding, compensation change, and gearing ratio for coverage of advisor to branch. Our goal was to put the client needs first as well as making it easier for the advisor to get business done. Partnering, collaborating, communication daily with all partners within the bank and wealth management was daily routine.
Oct 2013 - Jul 2017
Director, Svp
Aug 2008 - Oct 2013
Executive Director
Mar 1996 - Jul 2008
Team & coworkers
Colleagues at Fidelity Investments
Other employees you can reach at fidelity.com. View company contacts for 52767 employees →
JY
Justin Yarbrough
Colleague at Fidelity InvestmentsDurham, North Carolina, United States
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RF
Ryan Fite
Colleague at Fidelity InvestmentsNoblesville, Indiana, United States
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KS
Kelly Smith
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
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CF
Chris Farley
Colleague at Fidelity InvestmentsWest Newton, Massachusetts, United States
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MF
Mark Francescone
Colleague at Fidelity InvestmentsGreater Boston, United States
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SK
Shashi Kumar
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
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BD
Bill Dykema
Colleague at Fidelity InvestmentsHolliston, Massachusetts, United States
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SA
Shivakumar Anumalla
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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AM
Alexis Morris
Colleague at Fidelity InvestmentsGreater Boston, United States
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TR
Timothy Reid
Colleague at Fidelity InvestmentsDenver, Colorado, United States
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Justin Yarbrough
Colleague at Fidelity InvestmentsDurham, North Carolina, United States
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RF
Ryan Fite
Colleague at Fidelity InvestmentsNoblesville, Indiana, United States
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KS
Kelly Smith
Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States
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CF
Chris Farley
Colleague at Fidelity InvestmentsWest Newton, Massachusetts, United States
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MF
Mark Francescone
Colleague at Fidelity InvestmentsGreater Boston, United States
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SK
Shashi Kumar
Colleague at Fidelity InvestmentsBoston, Massachusetts, United States
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BD
Bill Dykema
Colleague at Fidelity InvestmentsHolliston, Massachusetts, United States
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SA
Shivakumar Anumalla
Colleague at Fidelity InvestmentsBengaluru, Karnataka, India
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AM
Alexis Morris
Colleague at Fidelity InvestmentsGreater Boston, United States
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TR
Timothy Reid
Colleague at Fidelity InvestmentsDenver, Colorado, United States
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5 education records
Greg Gaffney education
Business Administration And Management, General
General Studies
Business, Management, Marketing, And Related Support Services
Lutcf, Lutcf Program
General Studies
FAQ
Frequently asked questions about Greg Gaffney
Quick answers generated from the profile data available on this page.
What company does Greg Gaffney work for?
Greg Gaffney works for Fidelity Investments.
What is Greg Gaffney's role at Fidelity Investments?
Greg Gaffney is listed as Team Leader, Investment Solutions, Planning and Advice @ Fidelity Investments at Fidelity Investments.
What is Greg Gaffney's email address?
AeroLeads has found 1 work email signal at @fidelity.com for Greg Gaffney at Fidelity Investments.
Where is Greg Gaffney based?
Greg Gaffney is based in Las Vegas Metropolitan Area, United States while working with Fidelity Investments.
What companies has Greg Gaffney worked for?
Greg Gaffney has worked for Fidelity Investments, Merrill Lynch, Bank Of The West/Bnp Paribas, and Morgan Stanley.
Who are Greg Gaffney's colleagues at Fidelity Investments?
Greg Gaffney's colleagues at Fidelity Investments include Justin Yarbrough, Ryan Fite, Kelly Smith, Chris Farley, and Mark Francescone.
How can I contact Greg Gaffney?
You can use AeroLeads to view verified contact signals for Greg Gaffney at Fidelity Investments, including work email, phone, and LinkedIn data when available.
What schools did Greg Gaffney attend?
Greg Gaffney holds Business Administration And Management, General from Santa Clara University.
What skills is Greg Gaffney known for?
Greg Gaffney is listed with skills including Wealth Management, Investments, Portfolio Management, Financial Services, Management, Mutual Funds, Series 7, and Sales.
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