HAGAN OTTO
Boston,MA
Summary
Results-driven financial planner with extensive knowledge of Fidelity products and platforms, consistently delivering business results. Recognized as a trusted resource within Fidelity Institutional, collaborating effectively with Learning & Enablement and Go-to-Market teams. Demonstrates strong Salesforce expertise, adept at linking business value to technical applications. Committed to leveraging personal investing sales and planning experience alongside project management success to support Fidelity’s growth objectives.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Manager, CRM Segment Enablement
Fidelity Investments
02.2024 - Current
- Optimize customer relationship management for over 100 stakeholders through strategic and tactical enhancements relating to Lead, Opportunity, and Contact management.
- Conducted UAT forums and feedback sessions with associates and business partners to ensure CRM development alignment.
- Led the CRG Salesforce Transformation project which enhanced user practice management, data hygiene, and user adoption to maximize insights and analytics.
- Enhance live user trainings and job aids to support L&E in illustrating CRM enhancements, the business impact, and best practices to foster client growth.
- Proven communicator called on for demo and socialization efforts of CRM product work at the CRG National Sales Meeting and the Go-to-Market & Strategy Quarterly Business Review.
Planning Consultant
Fidelity Investments
02.2021 - 02.2024
- Utilized eMoney, Fidelity Planning and Guidance Center, Goal Profile Questionnaire, and Fidelity Funds Network to develop financial strategies.
- Aligned individual objectives with tailored investment solutions including UMH, Custom SMAs, and Model Portfolios.
Relationship Manager
Fidelity Investments
12.2019 - 01.2021
- Maintained high-quality service standards for 100+ valued clients on a weekly basis.
- Initiated money movement, equity and fixed income trades, and referrals to planning partners with the regional centers and branch network to drive client growth.
Investment Solutions Representative
Fidelity Investments
11.2018 - 11.2019
- Conducted more than 30 weekly client consultations to evaluate financial objectives and recommend investment strategies.
Customer Relationship Advocate
Fidelity Investments
06.2018 - 10.2018
- Delivered outstanding service to over 100 high-value clients weekly, fostering customer retention.
Education
MBA - Business Administration
Boston College Carroll School of Management
Chestnut Hill, MA05-2026
Bachelor of Science - Business Administration, Finance, Accounting and Economics
Elon University
Elon, NC05.2018
Skills
- Proficient in CRM systems
- Coordinating with Go-to-Market for streamlined product onboarding
- Expert in driving cross-functional collaboration with marketing, market readiness, leadership, client-facing associates
- Drive insights with Tableau and CRM Analytics reporting
- Expertise in customer preferences and investment products
- Comprehensive understanding of Fidelity products and platforms
Certification
- Certified Financial Planner (CFP®) | CFP BOARD
- Series 7 & 66 | FINRA
- Producer Life, Accident, and Health Insurance | NAIC
- Microsoft Office Specialist (MOS) 2016 | Certiport
Timeline
Senior Manager, CRM Segment Enablement
Fidelity Investments
02.2024 - Current
Planning Consultant
Fidelity Investments
02.2021 - 02.2024
Relationship Manager
Fidelity Investments
12.2019 - 01.2021
Investment Solutions Representative
Fidelity Investments
11.2018 - 11.2019
Customer Relationship Advocate
Fidelity Investments
06.2018 - 10.2018
MBA - Business Administration
Boston College Carroll School of Management
Bachelor of Science - Business Administration, Finance, Accounting and Economics
Elon University