Thomas Tom Obara
Vice President - Managed Accounts at Fidelity Investments
- Role
- Vice President - Managed Accounts at Fidelity Investments
- Location
- Norfolk, MA, US
- LinkedIn followers
- 500 followers
About Thomas Tom Obara
30-year financial services professional with extensive knowledge of retirement plan services including operations, client service and sales. Demonstrated success in building direct relationships with C-level executives of existing and prospective clients, while fostering internal relationships which assist in the delivery of client-centric service.Over my 30-year career, which includes a 13-year stint with one firm, and presently in the midst of another 13-year stint with another firm, I have been recognized as having a successful sales track record, consistently achieving high levels of individual and organizational performance, and strong leadership talent.
Experience
Vice President - Managed Accounts
Dec 2012 — Present
Responsible for Plan Sponsor adoption of Fidelity\'s Personalized Planning & Advice (PP & A) managed account service, supporting clients and new prospects assigned in the corporate and tax-exempt market. PP & A is a discretionary investment management service for workplace savings plans. Responsible for all phases of the adoption process to ensure that the growth objectives of the organization are achieved. Interact with key internal business partners which include relationship management, new plan sales, investment consultants, consultant relations, product management, sales support, product development, product support, marketing, communications, and participant distribution.
Education
Loyola University Maryland
MBA, Business Management
1999 — 2002
Washington College
BA, Business Management
1990 — 1995
Skills
- Problem Solving
- Financial Services
- Pensions
- Asset Allocation
- Public Speaking
- Customer Relations
- Relationship Management
- Strategy
- 401k
- Offshore Retirement Schemes
- Microsoft Office
- Sales
- Series 7
- Offshore Investments
- Account Management
- Due Diligence
- Team Building
- Sales Management
- Retirement
- Mentoring
- Negotiation
- Investment Advisory
- Investments
- Defined Benefit
- Strategic Planning
- New Business Development
- Retirement Planning
- Business Strategy
- 401(K) Retirement Savings Plans
- Marketing Strategy
- Retirement Plan Consulting
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