Thomas Obara Email & Phone Number
Vice President - Managed Accounts @ Fidelity Investments
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Thomas Obara Location
- Norfolk, MA, US
Thomas Obara Work
- 2012 -now Vice President - Managed Accounts @
- 2009 -2012 Retirement Executive @
- 2004 -2009 Retirement Sales Executive @
- 1999 -2004 Retirement Sales Consultant @
- 1998 -1999 Inside Sales Consultant @
- 1997 -1998 Client Relations Consultant @
- 1995 -1997 Operations Representative @
Thomas Obara Education
- Loyola University Maryland
MBA (Business Management)
1999-2002 - Washington College
BA (Business Management)
1990-1995
Thomas Obara Skills
- Pensions
- Retirement
- Investments
- Defined Benefit
- Customer Relations
- Strategic Planning
- Negotiation
- Team Building
- Public Speaking
- 401k
- Sales Management
- Business Strategy
- Series 7
- Microsoft Office
- New Business Development
- Marketing Strategy
- Mentoring
- Due Diligence
- Account Management
- Problem Solving
- Offshore Investments
- Offshore Retirement Schemes
- Investment Advisory
- Financial Services
- Retirement Plan Consulting
- Relationship Management
- Retirement Planning
- Asset Allocation
- Strategy
- Sales
- 401(k) Retirement Savings Plans
- 401K Retirement Savings Plans
- Microsoft Excel
- 401 Retirement Savings Plans
Thomas Obara Summary
- Thomas Obara, based in Norfolk, MA, US, is currently a Vice President - Managed Accounts at Fidelity Investments. Thomas Obara brings experience from previous roles at P-Solve Cassidy (formerly Cassidy Retirement Group) and T. Rowe Price Retirement Plan Services. Thomas Obara holds a 1999 - 2002 MBA in Business Management @ Loyola University Maryland. With a robust skill set that includes Pensions, Retirement, Investments, Defined Benefit, Customer Relations and more. Thomas Obara has 3 emails and 1 mobile phone numbers on RocketReach.
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