Doug Morash

Doug Morash Email and Phone Number

Vice President, Managing Director- Relationship Management @ Fidelity Investments
boston, massachusetts, united states
Doug Morash's Location
Westfield, Massachusetts, United States, United States
About Doug Morash

Accomplished Retirement Services professional with extensive experience in the industry. Leader in providing strategic planning and results-driven relationship management. Diverse experience including communications and marketing, plan administration, and investments. Award winner for customer service excellence and communication/education strategies.__________________________________________________________________________________________________________________Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments. Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content. Fidelity Brokerage Services LLC, Member NYSE, SIPC 900 Salem Street, Smithfield, RI 02917 1072315.1.0

Doug Morash's Current Company Details
Fidelity Investments

Fidelity Investments

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Vice President, Managing Director- Relationship Management
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Doug Morash Work Experience Details
  • Fidelity Investments
    Vice President, Managing Director
    Fidelity Investments Nov 2024 - Present
    Westfield, Massachusetts, United States
    Serve as the primary contact for Workplace Investing clients. Responsible for satisfaction of plan sponsors with Fidelity services and solutions. Partner with advisors to build positive and beneficial relationships with plan sponsors.
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  • Fidelity Investments
    Managing Director
    Fidelity Investments 2021 - Nov 2024
    Boston, Massachusetts, United States
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  • Marsh & Mclennan Agency - New England
    Consultant | Retirement Services
    Marsh & Mclennan Agency - New England 2018 - 2021
    Worcester/Boston Ma
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  • Massmutual Retirement Services
    Relationship Manager
    Massmutual Retirement Services 2014 - 2018
    Enfield, Ct
    - Maintain and enhance existing relationships with DC clients, TPAs and Advisors- Ensure client satisfaction by providing top tier service and solutions- Create and execute strategies to drive plan health through efficient plan design and effective participant communication and education- Responsible for asset growth, client retention and satisfaction to ensure loyalty and increased profitability - Partner with sales to present capabilities to prospective DC clients
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  • Massmutual Retirement Services
    Director, Communication Consulting
    Massmutual Retirement Services 2010 - 2014
    Enfield, Ct
    - Managed client communications relationships for $5.3b book of business as senior level team member. Responsible for asset growth, client retention and satisfaction to ensure loyalty and increased profitability. - Conducted on-site plan communication reviews and proactive service meetings with clients and advisors. - Designed and executed award winning strategic participant experience strategies with clients and advisors to meet specific needs and maximize participant retirement readiness. - Presented to senior level executives and advisors in sales presentations resulting in a 60% close ratio on sales finals in 2013.- Presented at industry conferences to convey MassMutual value proposition to a wider audience. - Achieved 100% retention rate on book of business in past three years.- Partnered with clients to garner four PSCA Signature Awards. Two-time company-wide service excellence award winner.- Trained new staff on policies and procedures and mentor junior staff for career progression.
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  • Massmutual Retirement Services
    Communication Consultant
    Massmutual Retirement Services 2006 - 2010
    Springfield, Massachusetts Area
    - Organized and executed actionable education and communication strategies for Institutional accounts- Conceived and created custom communication campaigns- Tracked and measured effectiveness of strategies- Partnered with advisors to deliver exceptional service to clients- Acheived 65% close rate on sales finals- 100% client retention rate on book of business in 2010- Awarded Winner's Circle Service excellence award two years in a row.
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  • Babson Capital Management Llc
    Associate Director
    Babson Capital Management Llc 2003 - 2006
    • Primary contact for management of multiple external client relationships.• Managed presentation of external real estate fund updates to key stakeholders and clients. • Coordinated the preparation, analysis, reporting, and distribution of performance and portfolio information to managers, trustees, client investors, and lenders. • Lead contact for all stakeholders to design and launch customer-facing websites. • Improved reporting timeliness by 35% through process improvements.
  • State Street Research
    Product Manager
    State Street Research 1999 - 2002
    • Managed client relationship in partnership with client’s Financial Advisor team for the firm’s largest retirement client which was the largest multi-union, multi-employer Taft-Hartley plan in the country. • Collaborated with sales to present marketing capabilities in finals presentations and due diligence meetings. Built co-branded 401(k) product with largest Broker/Dealer in the country. • Designed responses to major Requests for Proposals. Promoted firm and products at national trade shows and conferences. Evaluated viability of new products and analyzed competitor product lines.• Analyzed and selected alliance investment managers using: performance attribution; style analysis; portfolio turnover; expense ratios; manager tenure and other performance metrics. • Created and improved all collateral materials for retirement products including: Employee Enrollment Kit, Enrollment Videos, and Plan Establishment Kit. • Increased collateral library by 30% to provide more tools for sales team.
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Doug Morash Education Details

Frequently Asked Questions about Doug Morash

What company does Doug Morash work for?

Doug Morash works for Fidelity Investments

What is Doug Morash's role at the current company?

Doug Morash's current role is Vice President, Managing Director- Relationship Management.

What schools did Doug Morash attend?

Doug Morash attended Boston College Carroll School Of Management, University Of Massachusetts.

Who are Doug Morash's colleagues?

Doug Morash's colleagues are Kirsty Nicolson, John Curtin, Cfa, Ashwini Salimath, Madalyn Johnston, Lilly Rosario, Mathieu Foley, Sindhu S..

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