Michael O'Donnell Email & Phone Number

Boston, MA, US

I help Investment Advisors and Wealth Managers transition their businesses from captive wire-house models to independence. I advise on and recommend solutions regarding business models, practice management, technology, and many other aspects of their business. Fidelity offers a broad platform to serve advisors across the spectrum of independent business.

Boston, MA, US

President Circle recipient in 2018. Worked with Registered Investment Advisors to efficiently grow their business and prepare for future opportunities in our industry.

Bethesda, MD, US

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Milwaukee, WI, US

• Outside software sales representative responsible for prospecting, developing, and generating new business by working directly with C-level executives from North America's top 100 banks, insurance and wealth management.
• Consistently at or above target goals.
• Sold over $2M in new sales.
• Two time Leaders Club award winner.

Boston, MA, US

• A company-wide rotational program designed to develop high-potential talent by providing the leadership, training and business challenges that ultimately create a leader for any business initiative:
• Worked with Branch and Market Managers to set and communicate 2010 sales targets for over 3,000 sales representatives.
• Initiated, designed and marketed a company-wide sales contest.
• Coordinated weekly conference calls with Phone and Branch representatives across the country to receive updates from Fidelity Investments top portfolio managers.
• Designed multiple cross-functional processes and procedures to communicate and distribute business intelligence to the Fidelity Executive Committee.
• Created financial reports and metrics used to highlight issues, initiatives and opportunities for Fidelity Investments’ top 25 institutional clients like AT&T, HP, Disney, IBM, and GM and over twenty additional large.

Boston, MA, US

• Inside sale representative for institutional 401(K) retirement plans and payroll services in a nationwide territory.
• Achieved 127% of goal, resulting in the transfer of over $50M in assets to Fidelity Investments and established forty-nine new corporate relationships.

Boston, MA, US

• Training position to become Account Executive for Fidelity Investments Institutional Services. Intense training related to complex sales process, technical product aspects and consultative sales skills for Fidelity.
• Identified and targeted 100 ‘cold-calls’ per day, resulting in 15 new institutional 401(k) plan sales for Account Executives.

Boston, MA, US

• Led two of Fidelity Technology Group’s Top 20 projects in 2005 and 2006 to secure network access for external business partners.
• Managed seven product lines with an annual budget of $4.3 million, including B2B and employee VPN, SSL Encryption, Entrust Digital Certificates, RSA Tokens, Frame Relay and LAN-to-LAN.
• Created telecommuting solutions for over 2,000 U.S., India and European-based contractors.

Boston, MA, US

• Awarded a second President’s Award for implementing an ultra-secure SSL web-based login technology for 35,000+ employees to remotely access Fidelity Investments internal network.
• Managed two employees responsible for upgrading and deploying technologies, products and services.

Boston, MA, US

• Awarded President’s Award for reducing company-wide expenses by over $3 million per year through the deployment of Fidelity’s first outsourced dial-up Internet access solution.
• Engineered network management tools, Cisco routers, Juniper gateway devices, firewalls, VPN switches, and handled various secure encryption technologies including other network technologies like B2B and employee VPN.

Mba, Business

Certificate, Telecommunications

B.S., Management Information Systems

Education record