Tom Fleck Email & Phone Number

Landenberg, Pa, Us

Wilmington, De

Instructor in graduate finance for MBA program. Courses offered include Investment Theory and Portfolio Management, Corporate Valuation and Risk Management

Newark, Delaware

Oxford Pa

Direct all sales and marketing activities for a large Continuing Care Retirement Community. Provide financial counseling to high net worth prospects. Create and execute monthly marketing plan.Direct a team of sales counselors to meet annual sales goals.

Pennsylvania

Direct sales and markeing efforts for a continuing care retirement community. Responsibilities include:-creating a 5 year strategic plan-executing the sales and marketing component of the plan-on-going competitive analysis-sales staff training-consulting with our 5 locations

Alexandria, Virginia

National Marketing and Sales Director for Independent Insurance Agents & Brokers of America (IIABA). IIABA has 23,000 member agencies in the US.I also market group benefits and LifeSource individual insurance solutions through the Big "I" Markets.

Dresher, Pa

Managed all relationship management for several large partners including Prudential, IIABA, Plan Member Services.Market manager for the Individual(k) market with 10,000 plans across 16 institutional partners.

FIDELITY INVESTMENTS REGISTERED INVESTMENT ADVISOR GROUP 1998-2000Regional Vice President – Sales and Relationship ManagementResponsible OH, PA, MD, and VA sales territories. • Oversaw 20 institutional clients worth $5B in assets and $10M in revenue.• Secured 5 new institutional clients worth $1B in assets and $2M in revenue.• Exhibited at annual ASPA, SPARK and NIPA conferences.Vice President/Strategic Market Manager - TPA and Trust MarketsDeveloped and executed 5 year strategic business plans for two major markets. Expanded sales force and launched retirement plan training for sales staff of 6. Subject matter expert in training and competitive analysis. Enhanced product lines/added revenue sharing to offset expenses.• Executed sales strategies that grew the business from $3 billion to $15 billion.• Secured firm relationships producing $150M new sales FY2004 ($350M projected FY2005).• Generated/presented plan administrator firm competitive analysis.• Member of Technology Working Group that prioritized $20M annual budget.

Weehawken, Nj

PAINEWEBBER TRUST COMPANY (Currently UBS) 1993-1996Senior Trust Division Manager/National Product ManagerDirected client service activities for 1,200 qualified retirement plans totaling $1.4 billion in assets, including 700 participant-directed 401(k) plans. Chairperson of TPA committee. Monitored performance of 450+ TPA’s. Supervised 9 trust officers and 3 support staff. Instituted service teams achieving greater customer satisfaction.• Generated $450M in new assets and 25,000 additional participants in one year.• Created “tiered service” approach that allocated resources toward top 200 retirement plans clients.• Designed/implemented major new 401(k) product through TPA alliance.• Decreased lost business from an average of $10 million to $4 million per month.• Independent survey of client service improved from a “C” rating to an “A” rating in 1994-1995.

Cebs, Benefits

Graduate and Instructor

Ba, Pre-Law

Master Of Business Administration (Mba), Finance And Marketing