Edward O'Brien

Examiner
DISC Type : sc

Fidelity Institutional Technology Leadership at Fidelity Investments

Boston, Massachusetts, United States

Overview

Edward OBrien is a fintech pioneer with over 35 years of experience building technology for wealth managers. He leads Fidelity Institutional Technology, following a successful six-year tenure as CEO of eMoney Advisor. An MBA graduate from Bentley University, he holds Series 7 and 24 certifications and has led teams to earn multiple patents.

His passion for technology began with the first home computers in the 1980s. He is driven to use technology to create a personal and emotional impact, focusing on making financial planning more accessible to average people and not just the wealthy. He values connecting with colleagues and celebrating team achievements.

Unique fact: He led the team that was granted two patents for the innovative technology design used to launch WealthScape®, Fidelitys platform for financial advisors.

Personality Overview

Overcautious

Tough To Convince

Unexpressive

The only way to convince them is by showing them examples and ample proof.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Fintech Innovation
His career has focused on developing technology platforms for financial professionals, and he holds patents for his work on Fidelity's WealthScape® platform.
Wealth Management Tech
He has a long history of leading technology for advisors, including his time as CEO of eMoney where he quadrupled the number of users on the platform.
Accessible Financial Planning
Stated a mission to use technology to move financial planning beyond a service for the wealthy and make it more accessible to the average person.

Media Appearances

Edward has no verified media appearances

Work History

4-2022
Fidelity Institutional Technology Leadership at Fidelity Investments
3-2016 - 4-2022
CEO at eMoney Advisor
Senior Vice President, Head of Platform Technology at Fidelity Investments
Senior Vice President, Product Development at Advisortech
Vice President, Product Development at Fidelity Investments

Education

1987 - 1990
MBA from Bentley University - McCallum Graduate School of Business
1982 - 1986
BA from Stonehill College

More Information

Social Presence :

Prographics :

Exp : 9 Location : Boston, Massachusetts, United States Job Level : Leadership Designation : Fidelity Institutional Technology Leadership at Fidelity Investments
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Insights For Selling To Edward

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Edward is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Edward

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Edward move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Edward take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Edward

Personality Compatibility


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