Executive | Financial Services Business Leader | Deep Finance & Strategy Roots@ Convergency Partners
Greater Boston
Tom Corra, CFA
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Harvard Business School
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FlashIntel GPTTom Corra, CFA is an accomplished Fidelity executive, growth company CFO, and BCG consultant with over 33 years of experience. He has successfully delivered strong results across various financial services businesses, including 401(k), home equity investing, clearing and custody, and intermediary distribution. Tom has a long track record as a trusted strategic and financial advisor to senior leaders and board members. He is known for his expertise in financial and strategic planning and analysis. Tom has held various leadership positions in reputable companies such as Convergency Partners, Hometap, and Fidelity Investments.
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About
Accomplished Fidelity executive, growth company CFO, and BCG consultant improving business results through market-focused strategy development and execution. Delivered strong top- and bottom-line results across several financial services businesses including 401(k), home equity investing, clearing and custody, and intermediary distribution. Direct leadership of teams as large as 300 associates spanning relationship management, technology, sales, operational quality, project management, strategy, marketing, market research, and data analytics. Long track record as a trusted strategic and financial advisor to senior leaders and board members. ❒ Ideal COO / CFO❒ Proven Profit & Loss Leadership❒ Respected Leader ❒ Financial and Strategic Planning & Analysis ❒ Skilled Communicator
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Executive | Financial Services Business Leader | Deep Finance & Strategy Roots
Partner
Financial Services
Tom Corra, CFA's Professional Milestones
- Chief Financial Officer | Chief Investment Officer (2019-11-01~2022-03-01): Increasing operational efficiency through strategic investment planning and strategic risk management.
- Partner (2022-03-01~): Achieved strategic partnerships, fostering business growth and fostering strong relationships with key stakeholders.
Education
Awarded First Year Honors (top 15%)
Certification
Colleagues
Eric Hoerdemann
Partner
Dave Schrohe
partner at convergency partners
Tom Corra, CFA
Executive | Financial Services Business Leader | Deep Finance & Strategy Roots
Peter Cieszko
Partner
Peter Cieszko
partner at convergency partners
Other Named Tom Corra, CFA
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Tom Corra, CFA works for Convergency Partners
Tom Corra, CFA's role in Convergency Partners is Executive | Financial Services Business Leader | Deep Finance & Strategy Roots
Tom Corra, CFA works in the industry of Financial Services
Tom Corra, CFA's colleagues are Eric Hoerdemann,Dave Schrohe,Tom Corra, CFA
Tom Corra, CFA's latest job experience is Executive | Financial Services Business Leader | Deep Finance & Strategy Roots at Convergency Partners
Tom Corra, CFA's latest education in Harvard Business School
