Moe Omar Email and Phone Number
With a strong foundation in financial services as a licensed Series 7, SIE, and Series 66 professional, I specialize in guiding individuals and businesses toward achieving their retirement and investment goals. At Fidelity Investments, I provide clients with tailored financial plans that align with their unique circumstances. My role also involves research-driven strategies to optimize workplace financial wellness.In addition to my work in finance, I am the founder of bymoe Productions, a video production company that focuses on creating cinematic content for businesses and events. I specialize in aerial videography and storytelling, helping brands capture dynamic perspectives that leave a lasting impression. Whether it’s high-end real estate, corporate projects, or event coverage, I’m passionate about using visuals to convey impactful messages.I am always eager to connect with like-minded professionals who are interested in financial planning or looking to elevate their brand through high-quality videography. Let’s connect!
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
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Workplace Planning ConsultantFidelity Investments Jun 2022 - PresentAdvise clients on retirement planning strategies, focusing on 401(k), pension plans, and other benefits to optimize long-term financial goals.Conduct comprehensive portfolio reviews and provide tailored investment solutions to meet client objectives.Collaborate with internal teams to enhance client experience and improve workplace planning tools.Research financial markets, staying updated on retirement trends to ensure clients receive cutting-edge advice.Manage complex client issues, resolving escalations with a focus on delivering exceptional service.Consistently meet key performance metrics, contributing to team goals and overall client satisfaction.
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Founder & Creative DirectorBymoe Productions Jun 2020 - PresentLead a video production company specializing in cinematic event coverage, aerial videography, and corporate video content creation.Oversee all phases of production, from client consultations and concept development to filming, editing, and final delivery.Collaborate with high-end real estate developers, corporate clients, and small businesses to create visually compelling content tailored to their needs.Produce engaging short-form and long-form content for platforms like Instagram, TikTok, and YouTube, achieving high engagement rates and increasing client visibility.Leverage DaVinci Resolve and advanced editing techniques to deliver polished, professional-quality video products that exceed client expectations.Built a solid client base and established bymoe Productions as a go-to service for upscale video content.
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Solutions SpecialistVerizon Jul 2019 - Nov 2020Delivered personalized tech solutions for business and consumer clients, driving sales and enhancing customer satisfaction.Managed high-profile accounts and ensured secure handling of client data in line with company compliance standards.Led operational management, including inventory control, planogram execution, and adherence to security protocols.Excelled in a fast-paced flagship store environment, consistently surpassing sales targets.Key Achievements:Three-time Executive Award recipient; ranked among the top 10 sales reps in New England.Set records for highest connected-device sales and highest average accessory revenue. -
Retail Sales ConsultantSprint Mar 2018 - Jun 2019Developed customized solutions to address customer needs, maximizing sales while ensuring long-term customer loyalty.Demonstrated expertise in product knowledge and technical troubleshooting for mobile devices.Consistently achieved top sales metrics in a highly competitive environment.Key Achievements:Awarded Best of the Best five times; ranked in the top 5 sales representatives in New England and top 20 nationally. -
Customer Service SpecialistBest Buy Aug 2017 - Apr 2018Provided top-tier customer service, efficiently processing transactions, handling returns, and addressing product inquiries.Leveraged product knowledge to guide customers toward technology solutions that best suited their needs.Recognized for consistently delivering high customer satisfaction scores and driving repeat business. -
General Manager Of Automotive SalesAmerican National Aug 2015 - Jul 2017Directed sales operations, trained and managed a high-performing sales team, and executed business strategies to increase revenue.Managed inventory and financial transactions, ensuring a streamlined and efficient sales process.Maintained a strong customer base by fostering long-term client relationships through excellent service and follow-up.
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Field OrganizerBernie Sanders For President Nov 2015 - Oct 2016Recruited and mobilized volunteers for grassroots campaign efforts, executing voter outreach strategies and community events.Analyzed voter data to inform campaign tactics and boost outreach effectiveness.Led teams in on-ground canvassing, significantly expanding the campaign’s presence across key areas.
Moe Omar Education Details
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Business Administration
Frequently Asked Questions about Moe Omar
What company does Moe Omar work for?
Moe Omar works for Fidelity Investments
What is Moe Omar's role at the current company?
Moe Omar's current role is Workplace Planning Consultant @ Fidelity Investments | Founder & Creative Director @ bymoe Productions.
What schools did Moe Omar attend?
Moe Omar attended University Of Massachusetts Lowell.
Who are Moe Omar's colleagues?
Moe Omar's colleagues are Eric Tice, Maggie Cicerello, Antonio Sostilio, Kirsty Nicolson, Taylor Sabin, Dhanasekar Elumalai Safe Spc, Csp-Sm, Cal Agile Evangelist, Brittney Tebay.
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