Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Vanguard Investments Canada November 2011 - Present
Dundee Bank of Canada December 2006 - December 2010
IA Clarington August 2005 - December 2006
Scotia Securities Inc. July 2004 - August 2005
Fidelity Investments March 1999 - October 2003
Skills
Direct Sales, Sales Management, Business Development, Financial Analysis, Asset Managment, Coaching, Team Building, Portfolio Management, Insurance
Education
Sheridan College 1995 — 1998
Human Resources
South Coast Educational Collaborative 2007 - 2012
Fidelity Investments November 1999 - April 2005
Skills
Teaching
Education
Simmons College 2008 — 2010
Master's degree, Special Education and Teaching
Villanova University 1993 — 1996
Bachelor of Arts (B.A.), Human Services, General
Fidelity Investments November 2011 - Present
J.P. Morgan September 2008 - November 2011
Charles Schwab September 2005 - September 2008
Merrill Lynch September 2004 - September 2005
JPMorgan Chase December 2002 - September 2004
Merrill Lynch May 1999 - December 2002
BNY Mellon June 1998 - May 1999
Education
Siena College 1994 — 1998
BA, English Language and Literature, General
Fidelity Investments May 2012 - Present
Fidelity Investments May 2010 - May 2012
Legal Sea Foods April 2009 - May 2010
State Library of Massachusetts January 2007 - December 2008
Borders September 2006 - January 2007
Shepard Law Offices June 2006 - August 2006
Skills
Microsoft Office, HTML, CSS, EOS, Cataloging, Research, Social Media, Editing, SDL Tridion, CMS, Content Management, Publishing, Taxonomy, Information Architecture, SEO, Metadata, Web Design, User Experience, Information Management, Millennium, Content Strategy, Dreamweaver, ISBD Punctuation, MARC, OCLC, XML, Synthesizing, Library Research, Web Development, Web 2.0, Databases, Electronic Resources, Market Research, Usability, Social Networking, Collection Development, Online Research, Competitive Intelligence, Library, Customer Service, Archives
Education
Simmons College 2009 — 2011
Masters, Library and Information Science
Suffolk University - Sawyer Business School 2005 — 2009
BSBA, Marketing, Information Systems & Operations Management
John Cabot University 2008 — 2008
Facture Inc. August 2015 - Present
Western Connecticut State University September 2013 - December 2013
Century Protective Services May 2009 - May 2010
The Office Works September 2007 - May 2009
BKM Total Office 1999 - 2004
Fidelity Investments 1993 - 1997
Skills
Account Management, Sales Management, B2B, Marketing Communications, Networking, Salesforce.com, Management, Corporate Communications, New Business Development, Sales, Marketing, Policy, Entrepreneurship, Sales Process, Solution Selling, Interactive Marketing, Email Marketing, Strategy, Leadership, Microsoft Office, Negotiation, Social Networking, Team Building, Strategic Planning
Education
Simmons College 1988 — 1991
BA, Communications
Western Connecticut State University
Masters Fine Arts, Creative Writing
Elementary School
Shamrock Asset Management May 2014 - Present
ECV - Erbaio Capital Ventures Inc. August 2013 - Present
TIAA-CREF February 2013 - August 2013
VALIC 2012 - 2013
Fidelity Investments December 2005 - July 2012
Legg Mason 2004 - 2005
Wealth Enhancement Group March 2004 - September 2004
The Ayco Company, L.P. February 1996 - March 2004
ADP 1995 - 1996
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Finance, Mutual Funds, Fixed Annuities, Florida Life, Health..., Investment Planning, Retirement, Asset Allocation, 401k, Strategic Financial..., Securities, Investment Advisory, Financial Planning
Education
University of Miami - School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, General
Siena College 1993 — 1995
Bachelor of Arts (B.A.), History
Lakeland High School
Canadian Tire April 2012 - February 2015
Canadian Tire 2007 - April 2012
Canadian Tire 2004 - 2007
Fidelity Investments Canada Limited 2001 - 2002
Fidelity Investments 1999 - 2001
Skills
Sourcing, Leadership, Retail, Recruiting, Marketing Communications, Communication, Presentations, Time Management, Employee Relations, Analysis, Performance Management, Change Management, Coaching, Human Resources, Onboarding, Vendor Management, Process Improvement, Writing, Access, Inventory Management, PeopleSoft, Negotiation, Forecasting
Education
University of Victoria 2002 — 2003
Master of Business Administration (M.B.A.), Marketing, Human Resources
Sheridan College 1999 — 2000
HR Post-Diploma, Human Resouces
Western University 1995 — 1998
BA, Admin & Commercial Studies
Covidien January 2013 - Present
Towers Watson 2009 - December 2012
Towers Perrin 1988 - 2009
Fidelity Investments 1986 - 1988
Skills
Acquisition Integration, Change Management, Marketing Communications, HR Consulting, Talent Management, Internal Communications, Employee Engagement, Human Resources, Organizational..., Strategy, Interviews, Personnel Management, Employer Branding
Education
Simmons College 1984 — 1986
MS, Communication Management
University of New Haven 1977 — 1979
BS, Communication
Boston Herald January 2009 - July 2015
Boston Herald July 2005 - December 2008
Fidelity Investments February 2005 - June 2005
Fidelity Investments May 2004 - January 2005
Boston Public Library June 2002 - August 2003
Carat October 2000 - November 2001
Skills
Editing, Library Research, Library Science, Library, Archives, Research, Library Instruction, Information Literacy, Cataloging, Electronic Resources, Digital Photography, Library Management, Collection Development, Books, Content Management, Digital Libraries, Blogging, Library Reference, Proofreading, Editorial, Special Collections, Digitization, Metadata, Circulation, Metadata Standards, Academic Libraries, Public Libraries, Online Research, Digital Preservation, Information Retrieval, Libraries
Education
Simmons College 2003 — 2005
MLS, Library and Information Science
University of Massachusetts Boston 1996 — 1999
B.A., English Literature
Yarmouth High School 1989 — 1992
High School
Blue Point School November 2013 - April 2014
Macdonald Page September 2007 - December 2009
Fidelity Investments October 1996 - April 2005
Skills
Marketing, Strategic Planning, Event Planning, Marketing Communications, Fundraising, Social Media Marketing, Project Management, Retirement, Nonprofits, Online Marketing, Advertising, E-newsletter, Non-profit Boards, Website Administration, Fundraising Campaign...
Education
Siena College 1990 — 1994
Bachelor of Applied Science (B.A.Sc.)
Veritude December 2013 - November 2014
Premier Tax and Accounting April 2012 - August 2013
Fidelity Investments July 2011 - April 2012
Veritude July 2010 - June 2011
Spectraforce Technologies May 2009 - July 2010
Geocapital Partners September 2005 - May 2009
Skills
QuickBooks, Paychex, Multi-state Payroll..., Oracle HR, SQL, Microsoft Office, Fund Accounting, Benefits Administration, Database Administration, Lotus Notes, Financial Reporting, Social Networking, Social Media Marketing, Office Management, Customer Service, Policy Writing, Payroll, Payroll Taxes, Accounting
Education
Walden University 2011 — 2013
Master of Business Administration (MBA), Human Resources Management and Services
Shaw University 2007 — 2009
Bachelor of Science (BS), Business Administration and Management, General
ICMA-RC December 2013 - Present
Fidelity Investments April 2008 - March 2010
Fidelity Investments March 2006 - March 2008
Vanguard March 2000 - March 2006
Vanguard February 1999 - March 2000
Skills
Financial Services, Financial Markets, Adult Education, Financial Education, Master Scuba Diver, Presentations, Public Speaking, Bilingual-English/Spanis..., People Skills, 401k, Investments, Retirement Planning, Financial Planning, Asset Allocation
Education
Shippensburg University of Pennsylvania 1997 — 1998
Bachelor of Arts (BA), Spanish Language and Literature, Business
Universidad de Sevilla 1996 — 1996
Spanish Economics
West Chester University of Pennsylvania 1994 — 1996
Teknion September 2014 - Present
McNairn Packaging May 2012 - September 2014
S.A. Armstrong Limited 2010 - 2012
ADP 2008 - 2010
Fidelity Investments 2006 - 2008
Skills
Payroll, Employee Relations, ADP Payroll, Financial Reporting, Deferred Compensation, Onboarding, Employee Benefits, Microsoft Excel, Accounting, Process Improvement, HRIS, Benefits Administration, Human Resources, Recruiting, Employee Engagement, Project Management
Education
Sheridan College 2003 — 2006
Business adminstration, Finance, General
Canadian Payroll Association
PCP, Payroll
Fidelity Investments February 2012 - Present
Cheshire Software, Inc. May 2005 - August 2009
A.W.Chesterton August 2000 - December 2003
Infopark October 1998 - May 2000
Technology Park August 1997 - September 1998
Skills
Software Development, XML, C#, Microsoft SQL Server, Agile Methodologies, C++, Web Services, SQL, ASP.NET, VB.NET, Visual Basic 5.0/6.0, JavaScript, .NET, ADO.NET, Requirements Analysis, Databases, Web Applications, SDLC, Oracle, PL/SQL
Education
Engineering College 1993 — 1997
B.E.
Shivaji University 1993 — 1997
B.E.
Smt. SSHS 1981 — 1991
Sothebys International Realty 2011 - Present
EPOCH 2007 - 2009
EPG, Inc. 1999 - 2007
Fidelity Investments 1996 - 1998
BayBanks 1993 - 1996
Bank of New England 1969 - 1994
the Rankin Group 1992 - 1993
Skills
Real Estate, Sellers, Business Strategy, Negotiation, Leadership, Residential Homes, Management, Due Diligence, Investments, Condos, Sales, Strategic Partnerships, Marketing, Strategy
Education
Harvard Business School Advanced Management Program
Meah
Simmons College
BS, Economics
Fidelity Investments July 2013 - Present
Shaw University August 2008 - May 2013
Skills
SQL, C++, HTML, Computer Hardware, Java, Programming, Web Design, Databases, Customer Service, Public Speaking
Education
Shaw University 2008 — 2013
Bachelor's Degree, Computer Information Systems
Shaw University
Bachelor of Science (B.S.), Computer and Information Systems
Fidelity Investments January 2014 - Present
Fidelity Investments January 2010 - December 2013
Fidelity Investments June 2008 - December 2009
Fidelity Investments January 2007 - May 2008
Fidelity Investments January 2006 - December 2006
Pingitore & Fitzpatrick, LLC 2005 - 2006
Skills
Program Management, Corporate Communications, Strategy, Talent Management, Leadership Development, Executive Coaching, Leadership Assessments, Emerging Talent, High Potential Programs, MBTI, Leadership, Succession Planning, Workshop Facilitation, Management Consulting, Organizational Design, Change Management, Performance Management
Education
Simmons College 1999 — 2004
BA, Political Science, Fine Art
Industrial Resources, Inc. March 2011 - Present
Luminant October 2014 - July 2015
Fidelity Investments March 2012 - October 2014
Bank of America November 2010 - July 2011
Associated Locksmiths of North Texas 2008 - 2011
Luminant December 2008 - August 2010
Laughing Bear Press January 1976 - December 2008
TRX, Inc November 1998 - October 2008
MCII Electric Co., Inc October 1996 - November 1998
Quantum CM, Inc September 1993 - September 1996
Skills
Technical Writing, Software Documentation, Online Help, RoboHelp, Technical Documentation, Technical Communication, Content Management, SnagIt, Manuals, Visio, Microsoft Office, Technical Training, Editing, Content Development, Adobe Acrobat, Document Management, XML, Microsoft Excel, Microsoft Word, Instructional Design, Release Notes, Information Mapping, Web Content, Access, Travel Technology, HTML, SharePoint, Troubleshooting, Steam Turbines, Power Plants, Power Generation, Online Help Development, Turbines, Gas Turbines, Securities, Power Generation..., Defense Systems, Clean Coal, Steam Systems, Lock Picking, Documentation, Word, Online Training, Steam Boilers, E-learning, HTML Help, P&ID, Engineering Drawings, Technical e, Combined Cycle
Education
Western Washington University 1972 — 1974
BA, Education
Shoreline Community College 1970 — 1972
AA, Music
Shorecrest 1967 — 1970
high school diploma, Music and English
Fidelity Investments October 2012 - Present
Fidelity Investments May 2004 - October 2012
CBay Systems (I) Pvt. Ltd. October 2002 - May 2004
RCS TECHNOLOGY March 2000 - July 2002
Skills
Domain Name System (DNS..., Alcatel-Lucent:..., Domain Brand Management..., VeriSign DNS Assurance..., UNIX/LINUX, DNS, Solaris, Servers, Data Center
Education
MS University
Sikkim Manipal University of Health, Medical and Technological Sciences
Master of Business Administration (MBA), Project Management
St. Philomena's College, Mysore
TriDelta Financial 2008 - Present
RBC Wealth Managment 2005 - 2008
CIBC Imperial Service 2003 - 2005
Fidelity Investments 1999 - 2003
Education
York University 2000 — 2002
Economics
Sheridan College 1996 — 1999
BA, Accounting
Fidelity Investments March 2012 - Present
Fresenius Medical Care February 2011 - September 2011
Nokia Mobile Phones August 2009 - December 2010
HSBC 2006 - 2009
Skills
Testing, LoadRunner, Performance Testing, Oracle, SQL, Web Services, Microsoft SQL Server, Java Enterprise Edition, Test Strategy, Load Testing, Performance Tuning, JMeter, SiteScope
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2005 — 2008
Master of Science (MSc), Information Technology
Sikkim Manipal University of Health, Medical and Technological Sciences 2005 — 2007
MSC, Information Technology
Providence Health and Services September 2007 - April 2015
United Online, Inc. April 2005 - November 2006
Infonet July 2004 - April 2005
Little Company of Mary Hospital May 2001 - July 2004
Fidelity Investments 1998 - 2001
Skills
Lawson HRIS, Oracle HR, Crystal Reports, SharePoint, PeopleSoft, Manager Self-Service, Employee Self Service, Microsoft Excel, Microsoft Office, Access, Healthcare, HRIS, Analysis, Data Analysis
Education
Shippensburg University of Pennsylvania 1994 — 1997
Bachelor of Arts, Mathematics
Shippensburg University of Pennsylvania 1994 — 1997
Bachelor's degree, Mathematics
Oliver Wyman July 2008 - Present
ITA Software September 2007 - January 2008
Fidelity Investments February 2007 - August 2007
Fidelity Investments July 2005 - January 2007
Fidelity Investments June 2001 - June 2005
Skills
Metadata, Library, Databases, Data Analysis, Analysis, Data Mining, SharePoint, Information Management, Knowledge Management, Research, Statistics, HTML
Education
Simmons College 2005 — 2008
MLIS, Library and Information Science
Wellesley College 1997 — 2001
B.A., Mathematics
Financial Engines June 2013 - Present
Commonwealth Financial Network June 2011 - June 2013
Commonwealth Financial Network June 2011 - July 2012
Invest in Girls September 2012 - 2012
Fidelity Investments July 2010 - June 2011
Simmons College Technology Helpdesk January 2009 - June 2010
Morgan Stanley Wealth Management January 2010 - May 2010
Lantern Financial LLC May 2009 - August 2009
Maine State Government May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Customer Service, Social Networking, Investments, Series 7, Finance
Education
Simmons College 2006 — 2010
B.A, Economics
Earley & Associates November 2011 - March 2014
Fidelity Investments June 1994 - June 1999
Skills
Content Management, User Experience, Information Management, SharePoint, Content Strategy, Business Intelligence, Corporate Information...
Education
Simmons College 1992 — 1994
Master of Science (MS), Library and Information Science
St. Michael's College - Vermont 1985 — 1989
Bachelor of Arts (BA), History and Art
U.S. International Trade Commission March 2015 - Present
Barral MJorge & Associates May 2014 - September 2014
British Embassy, Brasilia October 2010 - April 2014
Latin American Agribusiness Development Corporation October 2006 - October 2010
State Street Bank 2001 - 2002
Fidelity Investments August 2000 - May 2001
U.S. Senator John F. Kerry June 1999 - December 1999
Skills
Research, Spanish, Policy, Writing, Organizational..., Fundraising, Qualitative Research, Strategic Planning, Microsoft Office, International Relations, Politics, Public Policy, Teaching, Capacity Building, Negotiation, Data Analysis, Management Consulting, Economics, Public Speaking, Sustainability, Change Management, Policy Analysis, Project Management, Government, International..., Analysis, Editing, Community Development, Strategic Communications, Proposal Writing, Team Leadership, Nonprofits, Project Planning, Sustainable Development, Program Management, Budgets, Human Rights, French, Report Writing, Program Evaluation, Economic Development, NGOs, English, European Union, Political Science, International Trade, Diplomacy, Market Analysis, International Economics, Finance
Education
World Trade Institute, University of Bern 2012 — 2012
Certificate, Tariffs and Non-Tariff Measures
World Trade Institute, University of Bern 2012 — 2012
Certificate, Regional Integration
University College London 2002 — 2003
MSc Development and Planning, Development Administration and Planning
Simmons College 1997 — 2001
BA Economics/International Relations, Studied: Economics, International Relations, Trade, Public Policy and Political Science
Scituate High School
Scituate High School
CPAS Systems, A Xerox Company July 2006 - Present
Fidelity Investments July 2004 - July 2006
Manulife Financial June 2001 - May 2004
Skills
Business Analysis, Business Requirements, Requirements Gathering, Systems Analysis, SDLC, Analysis, Requirements Analysis, User Acceptance Testing, Software Project..., New Business Development, Business Process, CRM, SQL, Access, Defined Contribution, Defined Benefit, 401k, 401k Rollovers, Software Quality..., Software Development
Education
Sheridan College
Diploma, Computer Programming
Actra Fraternal Benefit Society January 2010 - Present
Actra Fraternal Benefit Society January 2009 - December 2010
Fidelity Investments 2004 - 2005
Towers Watson 2003 - 2004
OMERS 2000 - 2003
Skills
Pensions, Customer Relations, Benefits Administration, Defined Benefit, Benefits, Employee Benefits, Pension Administration, Insurance, Performance Management, Lacrosse, Hockey, Customer Service, Microsoft Excel, Retirement, Business Development, Mutual Funds, Management
Education
Sheridan College 1998 — 2000
Diploma, Business Administration - Marketing
PIMCO June 2013 - Present
Dynamic Funds February 2011 - June 2013
AGF Investments April 2008 - January 2011
VenGrowth Asset Management May 2006 - April 2008
VenGrowth Asset Management November 2004 - May 2006
Fidelity Investments June 2004 - November 2004
Fidelity Investments June 2003 - June 2004
Skills
Mutual Funds, Investments, CRM, Business Development, Sales, Business Planning, Marketing, Retirement Planning, Alternative Investments, Financial Services, Fixed Income, Asset Managment, Selling, Human Resources, Financial Advisory, Securities, Training, Strategy, Wealth Management, Asset Allocation, Equities, Derivatives, Investment Strategies, Bloomberg, Relationship Management
Education
Sheridan College 2001 — 2003
Business Administration, Finance
Industry Courses
Sales Training
COTY Inc. January 2015 - Present
Thomas & Gibbs CPAs, PLLC July 2014 - January 2015
Cherry, Bekaert & Holland August 2012 - April 2014
Fidelity Investments November 2006 - January 2012
Skills
Financial Analysis, Financial Accounting, Financial Reporting, Microsoft Excel, Microsoft Office, GAAP, Accounting, Internal Controls, Microsoft Word, Auditing, US GAAP, SEC Filings, Budgets, PowerPoint, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2012
Master's degree, Accounting
Shaw University 2006 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Rasmussen College April 2011 - Present
University of Central Florida February 2011 - Present
Simmons College Graduate School of Library and Information Science January 2009 - Present
Everglades University November 2007 - December 2010
Seminole County Public Schools August 2005 - August 2007
Jacksonville Public Library November 2003 - August 2005
ITT Technical Institute July 2002 - August 2005
Fidelity Investments August 2001 - June 2002
Center for Business Intelligence May 1999 - August 2001
Skills
Library, Collection Development
Education
Simmons College 1999 — 2002
Masters, Library and Information Science
University of Rochester 1982 — 1986
Bachelor of Arts, Biology
Fidelity Investments October 2006 - Present
Fidelity Investments October 2006 - Present
Fidelity Investments October 2006 - Present
The Library Corporation June 2004 - June 2006
The Library Corporation(TLC) June 2004 - June 2006
Aerotek May 2003 - June 2004
Aerotek Commercial Staffing May 2003 - June 2004
Time Warner Communications January 2003 - April 2003
Shepherd College Bookstore January 2001 - December 2002
WRRR FM May 1997 - August 2000
Skills
Training, Customer Service, Defined Benefit, Interviews, PowerPoint, Project Management, Recruiting, Retirement, Social Media, Software Documentation, Strategic Planning
Education
Shepherd University 1998 — 2003
Communications, Media studies, Business Administration
Shepherd College
a BS, Mass Communications
Standard Life Investments September 2008 - January 2009
Fidelity Investments May 2006 - October 2007
Pyramis Global Advisors 2006 - 2007
Wellington Management Company 2001 - 2006
Wellington Management Company 2001 - 2006
MGC, Inc. January 1999 - April 2001
Education
Simmons College 2002 — 2007
MCM, Communications Management
University of Massachusetts Boston
BA, English
Hewlett-Packard 2011 - Present
Fidelity Investments 2015 - 2015
NorthropGrumman Information Systems/TASC 2006 - 2011
LifeCare 2000 - 2002
GE Capital 1998 - 2000
Forbes Magazine 1991 - 1998
Skills
Process Improvement, Team Leadership, Strategic Planning, Team Building, Mergers, Business Development, Vendor Management
Education
Simmons College
MLS
Geller & Company 2010 - Present
EmblemHealth 2006 - 2010
CA Technologies 2005 - 2006
Catholic Charities of the Archdiocese of New York 2003 - 2005
Fidelity Investments 1998 - 2003
BNY Mellon 1994 - 1998
Skills
Consolidated P&L..., Financial Modeling -..., Forecasting &..., Financial Accounting, Strategic Planning, Baseline & Sales-Target..., Activity-based Costing..., Project Management, Risk Management, Customer Service, Banking, Analysis, Budgets, Financial Analysis, Finance, Financial Modeling, Forecasting, Internal Controls, Financial Reporting
Education
Siena College 1991 — 1994
Bachelor of Science (B.S.), Accounting and Finance
St Mary's High School
Tufts University September 2006 - Present
State Street Bank April 2000 - April 2002
City of Malden January 1995 - March 2000
Fidelity Investments August 1988 - May 1992
Fidelity Investments May 1987 - May 1988
Education
Simmons College 1983 — 1987
Bachelor of Arts, Business Management
MassMutual Financial Group November 2011 - Present
MassMutual Financial Group August 2008 - November 2011
Fidelity Investments July 2007 - July 2008
Fidelity Investments October 2004 - July 2007
Skills
Investments, Finance, Accounting, Analysis, Financial Analysis, Securities, Financial Reporting, Account Reconciliation, Business Analysis, Financial Statements, Process Improvement
Education
Western New England College 2009 — 2012
MBA, Business
Simmons College 2000 — 2004
BA, Economics
Fidelity Investments October 2012 - Present
Fidelity Investments 2007 - Present
Fidelity Investments 2003 - 2007
Fidelity Investments March 1997 - 2003
Education
Siena College 1988 — 1992
BS, Economics
Sheridan College June 2008 - Present
A+ Home Tutors Inc May 2010 - September 2011
Fidelity Investments May 2006 - June 2008
Skills
Higher Education, Adult Education, Microsoft Office, Leadership, Critical Thinking, Public Speaking, Editing, Training, Creative Writing, Tutoring, Social Media, Proofreading, Customer Service
Education
Sheridan College 2005 — 2008
Diploma, Business/Commerce, General
Sheridan College
Management Development Studies
Putnam Investments November 2012 - December 2012
Cognizant Technology Solutions July 2011 - December 2012
BNY Mellon July 2011 - November 2012
Fidelity Investments November 2010 - July 2011
Syntel October 2005 - October 2010
State Street May 2009 - April 2010
State Street November 2008 - May 2009
Guitar Center August 2008 - October 2008
Belk June 2008 - July 2008
Target July 2007 - March 2008
Skills
Java Enterprise Edition, Spring, Hibernate, Struts, PL/SQL, Websphere, Web Applications, Ant, Maven, SDLC, SQL, Agile Methodologies, DB2, SOA, XML, Web Services, JSP, WebSphere Application..., Weblogic, Tomcat, Unix Shell Scripting, Requirements Gathering, Unix, JavaScript, Servlets, AJAX, jQuery, Eclipse, Visio, JMS, Oracle, Java, Requirements Analysis, Perl
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2001 — 2004
MSc, Information Technology
Utkal University 1998 — 2001
BSc, Mathematics
Cisco October 2014 - Present
Francesca's Collections February 2012 - October 2014
Fidelity Investments September 2011 - November 2011
Aldo US Inc March 2011 - August 2011
Journeys August 2010 - March 2011
Raleigh Orthopaedic Rehabilitation Clinic June 2008 - March 2011
Levi Strauss & Co. June 2007 - October 2007
Skills
Customer Service, Retail, Merchandising, Sales, Visual Merchandising, Store Management, Inventory Management, Microsoft Office, Retail Sales, Time Management, Oracle Applications
Education
Shaw University 2003 — 2008
Bachelor of Applied Science (B.A.Sc.), Kinesiotherapy and Physical Education
USAA July 2015 - Present
Fidelity Investments November 2013 - July 2015
QEK Global Solutions May 2011 - November 2011
Enterprise Rent-A-Car November 2009 - December 2010
Skills
Series 7, Series 63, Finance, Financial Analysis, Leadership, Strategic Planning, Customer Service, Marketing, Sales, Training, Logistics Management, Sales Support, Management, Logistics, Customer Satisfaction, Stock Trading, Consultation, Investments, Direct Sales, Microsoft Excel, Team Building
Education
Siena Heights University 2005 — 2009
Bachelors Degree, Business Management
Connecticut Wealth Management, LLC October 2010 - Present
LPL Financial May 2008 - October 2013
KR Wealth Management, LLC May 2008 - September 2010
St. Germain Investment Management March 2006 - May 2008
Fidelity Investments 1996 - 1999
Skills
Investments, Wealth Management, Financial Planning, Finance, Financial Advisory, Estate Planning, Investment Strategies, Strategic Planning, Pensions, Insurance
Education
Siena College 1985 — 1989
BA, Sociology
Fidelity Investments January 2015 - Present
Fidelity Investments August 2011 - January 2015
Fidelity Investments June 2008 - September 2011
Fidelity Investments February 2000 - June 2008
Skills
Project Management, Business Process, Business Solutions, Process Improvement, Requirements Analysis, Cross-functional Team..., Critical Thinking, Risk Management, Oracle E-Business Suite, Business Intelligence, Procurement, Accounts Payable, Analysis, Program Management, Integration, Process Engineering, Oracle Applications, Payables, Procure to Pay, Oracle Financials
Education
Simmons College 1990 — 1994
BA, Communications
Simmons College
Bachelor of Arts, Communications concentration
Fidelity Investments May 2015 - Present
Fidelity Investments October 2012 - April 2015
Toronto Stock Exchange August 2009 - October 2012
RBC Capital Markets June 2011 - November 2011
RBC Royal Bank June 2006 - August 2009
CIBC Bank July 2005 - June 2006
Skills
Electronic Trading, Market Data, Equity Trading, Equities, Trading Systems, Options, Capital Markets, Business Analysis, Technical Analysis, Trading, Financial Markets, Derivatives, Low Latency, Securities, Fixed Income, Financial Services, Order Management, Bloomberg, Exchange Connectivity, SOR, Relationship Management, FX Options, Equity Derivatives, Market Structure, Algo, Systems Analysis, Fidessa, Market Risk, SDL Tridion, Settlement, Financial Risk, Reference Data, Investment Banking, FIX, Vendor Relationships, Web Development, Web Applications, BPMN, Business Process..., FINRA, Prime Brokerage, FX trading, Business Operations, Alternative Trading..., Java Enterprise Edition, JSP, VB.NET
Education
Global Knowledge Institute 2010 — 2010
Understanding of Networking Fundamentals, Computer Systems Networking and Telecommunications
Sheridan College 2001 — 2004
Computer Programming, Computer Science
Central Peel Secondary 1999 — 2001
Secondary School diploma, Computer Science
State of NH Office of Veterans Services September 2012 - May 2013
ANN INC. May 2012 - December 2012
State of New Hampshire June 2008 - January 2012
New Hampshire Neurospine Institute (NHNSI) November 2007 - March 2008
Southwood Corporation / Pennichuck Corporation February 2005 - November 2007
Teletrol Systems July 2004 - October 2004
Girl Scouts of Swift Water Council October 2003 - July 2004
Windward Petroleum June 2003 - October 2003
SERESC (Southeastern Regional Educational Services Center) January 2003 - March 2003
Fidelity Investments June 1996 - December 2002
Skills
Excel, Administration, Customer Service, Word, Access, Documentation, Databases, Troubleshooting, Teamwork, Spreadsheets, PowerPoint, Microsoft Office, Problem Solving, Research, Customer Relations, Event Planning, Public Speaking, Writing, Outlook, Social Media, Editing, Real Estate, Event Management, Visio, Coordination, Data Entry, Administrative Support, Adobe Acrobat, Windows 7, QuickBooks, Crystal Reports, Microsoft Excel, Software Documentation, Microsoft Word
Education
Simmons College
B.A., Spanish, Education
Lexington High School
Other
Simmons College
Bachelor's degree, Spanish Language Teacher Education
Department of Mental Health December 2013 - Present
Arbour Hospital July 2009 - November 2013
Fidelity Investments July 1987 - March 2006
Skills
Case Managment, Mental Health, Psychotherapy, Social Services, PowerPoint, Nonprofits, Microsoft Excel, Microsoft Word, Public Speaking, Community Outreach, Microsoft Office, Strategic Planning, Coaching, Healthcare, Customer Service, Financial Services, Volunteer Management, Program Management, Mental Health Counseling, Case Management, Program Evaluation, Psychology, Medical Social Work, Crisis Intervention, Event Planning, Motivational..., Family Therapy, Plannning, Group Therapy, Behavioral Health, Counseling Psychology
Education
Simmons College 2007 — 2009
Masters, Social Work
E*TRADE Financial July 2011 - Present
Fidelity Investments 2006 - 2011
TD Waterhouse 2000 - 2006
Skills
Mutual Funds, Operations Management
Education
Siena College 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Fidelity Investments September 1996 - Present
Education
Simmons College 1986 — 1990
Public Relations, Communication and Media Studies
Systems Documentation, Inc. November 2008 - Present
Fidelity Investments August 2006 - February 2008
Fidelity Investments July 2001 - July 2006
GMAC Mortgage March 1998 - April 2001
Skills
Microsoft Office, COBRA, Documentation, PowerPoint, Customer Service, Call Center, Word, Excel, Problem Solving, Outlook, HTML, Photoshop, Camtasia, Articulate Presenter, Captivate, SnagIt, Saba, Virtual Training, Quiz, Gimp, Sound Forge, Video Editing, Multimedia, Distance Learning, Training & Development, Sound Editing, Process Improvement, MS Office Suite, Instructional Design, Team Leadership, Administration, Microsoft Excel, Microsoft Word, E-Learning, Software Documentation, Training, Brainshark
Education
Simmons College 1994 — 1996
Master of Science, Library and Informaiton Science
University of New Hampshire 1990 — 1994
Bachelor of Arts, History
Manchester High School West 1986 — 1990
Diploma
Simmons College, Boston, MA ManagerReal Estate Management - Self-EmployedFebruary 2001 - June 2010
Fidelity Investments 2006 - 2007
Health Data Services February 2001 - July 2004
Skills
Marketing
Education
Simmons College 2012 — 2016
Bachelor of Science (B.S.), Nutrition and Dietetics
Our Lady's College, Greenhills
EBSCO Publishing February 2013 - Present
Fidelity Investments June 2012 - October 2012
AKC Patents January 2006 - June 2012
Wheaton College August 2005 - June 2008
Skills
Metadata, Library, Library Science, Digital Libraries, Physics, Cataloging, History, Higher Education, Microsoft Office, Research, Astronomy, Teaching, SQL, XML, HTML 5, AutoCAD, MARC21, Python, Libraries
Education
Simmons College 2011 — 2013
MSLIS, Library and Information Science
Wheaton College (MA) 2001 — 2008
BA, Physics, Art History
Fidelity Investments October 2013 - Present
Fidelity Investments July 2011 - October 2013
Wayfair January 2011 - July 2011
Boston Logic Technology Partners September 2010 - December 2010
Skills
Editing, Creative Writing, Marketing Strategy, Copy Editing, Writing, Brand Management, Compliance, Proofreading, Research, Internal Communications, Facebook
Education
University of Rhode Island 2015 — 2017
Master of Business Administration (M.B.A.)
Simmons College 2007 — 2011
Bachelors, Major in Integrated Marketing Communications, Minor in Information Technology
Notre Dame Academy 2003 — 2007
Gibson Sotheby's International Realty December 2006 - Present
Fidelity Investments January 2004 - March 2006
Education
Simmons College 2004 — 2010
Masters, Communication Management
St. Lawrence University 1980 — 1984
BA French, Economics & French
State Street Corporation March 2013 - Present
State Street Corporation July 2007 - March 2013
Investors Bank & Trust April 2000 - June 2007
Fidelity Investments (Veritude) 1996 - 2000
Fidelity Investments 1993 - 1996
Skills
Talent Management, Human Resources, Talent Acquisition, Onboarding, Performance Management, Workforce Planning, Leadership, Change Management, Employee Relations
Education
Simmons College
VFA September 2006 - Present
Investors Bank & Trust 2005 - 2006
Fidelity Investments 2002 - 2005
Standard & Poor's 1999 - 2002
Fidelity Investments 1998 - 1999
Thomson Financial 1996 - 1998
Bryant Electric Co 1991 - 1996
Skills
Enterprise Software, SaaS, Lead Generation, Strategic Planning, Contract Negotiation, Business Development, Strategic Partnerships, Professional Services, New Business Development, Program Management, Solution Selling, Budgets, Sales, Start-ups, Project Management, Salesforce.com, Sales Management
Education
Siena College 1980 — 1984
Bachelor's Degree
Fidelity Investments Project ManagerFidelity Investments1996 - 2008
Fidelity Investments 1996 - 2008
Beacon Application Services 1994 - 1996
Education
Shippensburg University of Pennsylvania 1976 — 1980
Panther Valley
Transamerica Retirement Solutions June 2014 - Present
Fidelity Investments September 2006 - June 2014
Fidelity Investments January 2006 - September 2006
Fidelity Investments August 2003 - December 2005
Fidelity Investments June 2001 - July 2003
Macromedia (formerly Allaire) May 2000 - June 2001
Deloitte Consulting August 1997 - May 2000
State University of New York Central Administration September 1990 - May 1996
Education
State University of New York at Albany 1995 — 1997
MBA, Human Resource Information Systems
Siena College 1988 — 1990
BBA, Accounting
Strategic Benefit Advisors, Inc. February 2012 - Present
Mercer June 1998 - November 2011
Fidelity Investments June 1995 - June 1998
Education
Siena College 1969 — 1973
BBA, Accounting
Fidelity Investments February 2015 - Present
Fidelity Investments January 2011 - February 2015
Fidelity Investments December 2009 - January 2011
Fidelity Investments September 2007 - December 2009
Fidelity Investments July 2006 - September 2007
Fidelity Investments July 2005 - July 2006
Fidelity Investments June 2004 - July 2005
Skills
Mutual Funds, Investments, Bloomberg, Fixed Income, Financial Services, Securities, Finance
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2009
MBA, Finance
Simmons College 2000 — 2004
BS, Financial Mathematics
Greenwood Research 2007 - Present
Fidelity Investments 1989 - 2006
Fidelity Investments 1985 - 2006
Education
Simmons College 1979 — 1981
LexisNexis July 2010 - Present
LexisNexis April 2006 - June 2010
Choate, Hall & Stewart November 2004 - January 2006
Fidelity Investments 1990 - 2000
Fidelity Investments 1989 - 1990
Fidelity Investments 1987 - 1989
Peace Corps 1984 - 1986
Skills
Vendor, Online Research, Research, Competitive Intelligence, Knowledge Management, Content Management, Customer Relations, Library, Public Relations, Information Management, Information Access, Database Research, Library Management, Library Science, Information Literacy, Collection Development, Library Instruction, Library Research, Business Intelligence, Electronic Resources, Content Strategy, Business Information, Business Development, Market Research, Management, Competitive Analysis, Library Reference, Due Diligence, KYC, PEP, PEP+
Education
Simmons College
MLIS, Information Science
University of Colorado at Boulder
BA/cum laude, History
Fidelity Investments May 2012 - Present
Shaw University 1995 - 2015
Shaw University 1995 - 2015
Shaw University 1995 - 2015
Fidelity Investments January 2009 - May 2012
Fidelity Investments April 2007 - January 2009
Fidelity Investments June 2005 - April 2007
American Airlines September 1999 - September 2005
Skills
Call Center, Process Improvement, Business Analysis, Quality Assurance, Process Management, Requirements Gathering, Six Sigma, Risk Management, Access, Business Process
Education
Shaw University
Business Administration and Management, General
Hyde Park 1991 — 1995
Sunovion Pharmaceuticals Inc. January 2013 - June 2013
Sunovion Pharmaceuticals Inc. May 2011 - October 2011
Sunovion Pharmaceuticals Inc. January 2011 - April 2011
Sunovion Pharmaceuticals Inc. (formerly Sepracor) May 2010 - January 2011
Sunovion Pharmaceuticals Inc. April 2010 - May 2010
Fidelity Investments February 2008 - October 2008
Fidelity Investments June 2006 - December 2007
Fidelity Investments June 2002 - May 2006
Fidelity Investments October 1999 - June 2002
Fidelity Investments September 1993 - September 1999
Education
The George Washington University 1983 — 1985
Bachelor of Arts (B.A.), Psychology
Simmons College 1981 — 1983
The George Washington University
Bachelor of Arts (B.A.), Psychology
Idenix Pharmaceuticals May 2006 - Present
Fidelity Investments July 2003 - May 2006
Education
Simmons College 1982 — 1986
Coastal Financial Planning Group September 2013 - Present
Aflac September 2010 - September 2013
Royal Bank of Canada 2007 - July 2010
Berman Financial Group 1997 - 2003
Fidelity Investments 1996 - 1997
Skills
Disability Insurance, Insurance
Education
Siena College 1992 — 1996
BS, Finance
Liverpool High School 1989 — 1992
Fidelity Investments March 2013 - Present
Fidelity Investments June 2011 - Present
Fidelity Investments June 2009 - June 2011
Fidelity Investments June 2006 - June 2009
Fidelity Investments June 2003 - June 2006
Fidelity Investments January 2003 - June 2003
IBM June 1988 - December 2002
Skills
Operations Management, Vendor Management, Strategic Planning, Change Management, Talent Management, Outsourcing, Human Resources, Project Management, Leadership, Benefits Administration, Payroll, Process Improvement, Service Delivery, Performance Management, Business Analysis, Business Process..., Business Transformation, Six Sigma, Program Management, Accounting, Financial Services, Management Consulting, Customer Satisfaction, Call Centers, CRM, Management, Strategy, Employee Benefits, Executive Management, Employee Engagement, Risk Management, SDLC, BPO, Cross-functional Team..., Business Process, Training, Analysis, Project Delivery, Relationship Management, Organizational Design, Organizational...
Education
Siena College 1984 — 1988
Bachelor of Science, Marketing / Management
Fidelity Investments July 2003 - Present
Skills
Strategy, Financial Services, Financial Modeling, Business Development, Mutual Funds, Financial Analysis, Asset Management, Finance, Investments, Relationship Management, Risk Management, Strategic Financial..., Valuation
Education
Siena College 1989 — 1989
McLagan Partners Human Resources AdministratorABN AMRO2002 - 2004
Fidelity Investments 1999 - 2002
delafield pond 1996 - 2000
Education
Siena College
Fidelity Investments June 2009 - Present
Fidelity Investment March 2009 - March 2009
Fidelity Investments January 2008 - March 2009
Fidelity Investment January 2005 - December 2007
Fidelity Investments January 2001 - December 2004
Fidelity Investments August 1994 - December 1999
Skills
Software Development, Management, SDLC, Agile Methodologies, DB2, Requirements Analysis, Software Project..., JCL, Systems Analysis, COBOL, Mainframe, SQL, CICS, Requirements Gathering, Waterfall, Business Analysis, VSAM, Unix, Sybase, Visio
Education
Simmons College - Simmons School of Management 1997 — 2000
MBA, Organizational Behavoir
Cambridge Institute for Computer Programming
Certificate, Computer Programming/Programmer, General
Simmons College
Bachelor of Arts (BA), Communications (Broadcast)
Development Corporation for Israel July 2003 - Present
Fidelity Investments January 1995 - October 2002
Bank of New England August 1981 - August 1991
Skills
Risk Management, Strategic Planning, Mergers, Series 7, Series 63, Mutual Funds, Financial Analysis, Mergers & Acquisitions, Banking, Investment Management, Bonds, Investment Strategies, Asset Allocation, Financial Markets, Capital Markets, Due Diligence, Trading, Financial Risk, Wealth Management
Education
University of Rochester 1979 — 1981
B.A., International Relations
Simmons College 1977 — 1978
Fidelity Investments (FMRCO) July 2013 - August 2014
Fidelity Investments September 2013 - July 2014
CompuCom October 2011 - September 2012
Clear Sailing Computer Solutions December 2008 - September 2012
Boston Medical Center Healthnet May 2008 - November 2008
Seaport Companies March 2004 - December 2007
Fidelity Investments January 1999 - October 2005
Skills
Technical Support, Project Management, Vendor Management, Customer Service, Web Design, Web Development, HTML, CSS, JavaScript, AJAX, PHP, MySQL, Adobe Fireworks, Databases, Database Design, Database Administration, Relational Databases, sql, Windows XP Pro, Windows 7, Active Directory, Altiris, SQL, Microsoft SQL Server
Education
Sheffield Hallam University
Computer Studies
DIRECTV October 2014 - Present
DIRECTV June 2010 - October 2014
Comcast Entertainment Group August 2008 - October 2009
Fidelity Investments July 2007 - August 2008
State Street Global Advisors July 2006 - July 2007
State Street Global Advisors January 2005 - July 2006
BAIN CAPITAL, LLC April 2001 - December 2004
Bain Capital April 2000 - January 2002
THE GOLDEN GROUP August 1998 - February 2001
HEBERT COMMUNICATIONS August 1999 - April 2000
Skills
Project Management, Strategy, E-commerce, Management, Agile Methodologies, Product Management, Leadership, Analytics, User Experience, Digital Strategy, Cross-functional Team..., Strategic Partnerships, Software Documentation, Mobile Applications, Mobile Devices
Education
SIMMONS SCHOOL OF MANAGEMENT 2001 — 2004
Masters, Business Administration
Simmons College
Bachelor of Arts, Public Relations and Marketing Communications
Fidelity Capital Markets 2008 - Present
Fidelity Family Office Services 2006 - 2008
Fidelity Investments 1996 - 2006
Verizon (formerly GTE) 1987 - 1996
GTE 1986 - 1989
Education
Siena College
BBA, Accounting
Fidelity Investments January 1998 - Present
TIAA-CREF 2001 - 2003
Education
Siena College 1987 — 1991
Bachelor of Science (BS), Marketing and Management
University of Massachusetts at Lowell 1998 — 2001
MBA, Finance
Bank of America November 2013 - Present
Freelance 2004 - Present
Fidelity Investments September 2011 - June 2013
Liberty International Underwriters 2006 - 2009
New Tilt 2000 - 2004
Corey McPherson Nash October 1999 - June 2000
RainCastle Communications 1996 - 1999
Thomson Financial Services 1995 - 1996
Cambridge Technology Partners 1992 - 1995
Skills
Print, Graphic Design, Web Design, Art Direction, User Experience Design, User Experience, CSS, User-centered Design, Interaction Design, Visual Design
Education
Simmons College 1987 — 1991
BA, Graphic Design and Communications
Bishop Brady High School 1981 — 1987
Fidelity April 2004 - Present
Fidelity Investments 2004 - 2008
American Express 1994 - 2004
Skills
Talent Management, Organizational..., Organizational..., Performance Management, Employee Engagement, Leadership Development, Change Management, Executive Coaching, Onboarding, Relationship Management, Coaching, Succession Management
Education
Schiller University 1992 — 1993
MBA, International Managment
Simmons College 1985 — 1989
BA, Management
Bank of Montreal October 2011 - Present
Morgan Stanley May 2010 - April 2011
Morgan Stanley May 2005 - May 2010
Deutsche Bank July 2003 - April 2005
Lehman Brothers November 2000 - July 2003
Lehman Brothers November 2000 - July 2003
Fidelity Investments August 1998 - November 2000
Salomon Smith Barney April 1997 - August 1998
Farm Family Insurance Companies November 1993 - March 1997
Farm Family Insurance Companies June 1993 - November 1993
Skills
Financial Services, Operational Risk..., Internal Controls, Capital Markets, Financial Risk, Fixed Income, Credit Risk, Equities, Internal Audit, Investment Banking
Education
Siena College 1991 — 1993
Bachelor of Business Administration, Accounting
Fidelity Investments March 2012 - Present
Fidelity Investments January 2007 - March 2012
Skills
Financial Services, Process Improvement, Investments, Mutual Funds, 401k, Strategic Planning, Leadership, Management, Retirement Planning, Retirement
Education
Siena Heights University
Bachelor, Business Administration/Accounting
Sabre Inc. September 2012 - Present
Fidelity Investments August 2011 - September 2012
Infosys January 2008 - July 2011
Capgemini Ltd April 2003 - January 2008
Skills
Service Delivery..., Strategic Planning, Software Project..., Program Management, Project Management, Business Analysis, PMP, Systems Analysis, SDLC, Analysis, Visio, Integration, Requirements Gathering, Business Requirements, PL/SQL, Management
Education
Southern Methodist University
Master’s Degree, Executive MBA
University of Pune 2002 — 2003
CDAC, Advanced Computing
Shivaji University
Bachelor of Engineering, Computer Science and Engineering
MIT, Pune 1997 — 1999
Diploma, Computer Engg
PMI
PMP
RTI International September 2014 - Present
Fidelity Investments July 2009 - August 2014
SAS May 2008 - May 2009
UNC School of Library and Information Science August 2007 - May 2009
Law Offices of Dayna Kelly June 2007 - May 2008
Economics and Technology, Inc July 2006 - January 2007
J. P. Licks July 2004 - October 2006
Literacy Collaborative at Lesley University July 2001 - August 2004
The Share Group, Inc May 2000 - July 2001
Skills
SDLC, Databases, SQL, Software Documentation, Business Analysis, Requirements Gathering, Software Development, Project Management, Java, PL/SQL, Systems Analysis, UML, Visio, Analysis
Education
University of North Carolina at Chapel Hill 2007 — 2009
M.S., Information Science
Simmons College 2004 — 2007
B.A., English, Computer Science
University of Vermont 1998 — 1999
Humanities
Fidelity Investments September 2012 - Present
Blue Cross Blue Shield of Massachusetts September 2011 - September 2012
Professional Staffing Group April 2011 - September 2011
Chris Loughran Electric July 2004 - April 2011
Fidelity Investments 1991 - 2004
Skills
Product Development, Financial Services, Vendor Management, Process Improvement, Project Management, Marketing, Visio, Business Analysis
Education
Simmons College 1987 — 1992
BA, Communication
Sharon High
MCG Partners February 2014 - Present
Learning Dynamics January 2014 - Present
Heather E Wood and Associates July 2013 - Present
Brown Brothers Harriman January 2008 - March 2013
Idenix Pharmaceuticals May 2006 - January 2008
Fidelity Investments March 1998 - April 2006
DST Belvedere March 1995 - June 1997
National Computer Systems March 1992 - March 1995
State Street June 1986 - March 1992
Skills
Performance Management, Change Management, Talent Management, Financial Services, Coaching, Workshop Facilitation, 360 Feedback, Employee Engagement, Program Management, Onboarding, Project Management, Team Building..., Leadership Development, Management Consulting, Blended Learning, Career Development, Leadership, Management, Team Building, Human Resources, Organizational..., Organizational..., Succession Planning, Executive Coaching
Education
iPEC 2012 — 2012
Certified Professional Coach, Leadership & Life Coaching
Simmons College 1982 — 1986
BA, Finance/Economics
Fidelity Investments February 2008 - Present
HR Business & Technology Solutions 2006 - 2008
Community Newspaper Company 1992 - 2002
Skills
Succession Planning, Financial Services, Change Management, Vendor Management, New Business Development, Social Media, Program Management, Talent Management, Process Improvement, Strategic Planning, Strategy, Leadership Development, Employee Benefits, Organizational Design, Leadership, Human Resources, Management Consulting, Performance Management
Education
Siena College
Harvard Bioscience December 2013 - Present
BD September 2011 - December 2013
Veeco Instruments / KMS September 2008 - September 2011
Fidelity Investments February 2006 - September 2008
ExxonMobil / MC October 2002 - June 2005
SGS; Chiap Hua January 1991 - June 2000
Skills
Capital Budgeting, Financial Modeling, Financial Planning, Financial Forecasting, Long Range Planning, Essbase, Variance Analysis, Hyperion, Variances, Financial Analysis, Capex, Forecasting, Annual Budgets, Financial Reporting, Ad Hoc Reporting, Budget Analysis, Headcount, Expenses, P&L, Working Capital..., Cognos, Corporate Finance, Special Projects, Decision Support, Budgeting, Process Improvement, Consolidation, Reporting & Analysis, Capital, Hyperion Enterprise, Income Statement, Strategic Financial..., Sarbanes-Oxley Act, Budgets, Cross-functional Team..., Cost Accounting, SAP, Analysis, Internal Controls, Cash Flow, P&L Management, Managerial Finance, Cash Management, Mergers & Acquisitions, Internal Audit, Financial Accounting, Treasury Management, Investments, Database Design, Analytics
Education
Simmons College 2000 — 2002
M.B.A, Finance
University of Economics 1995 — 1998
B.S, International Trade
University of Economics 1986 — 1990
B.S, Economics
Fidelity Investments 2006 - Present
Sybase 1997 - 2003
Skills
Agile Methodologies, XML
Education
University of Alabama at Birmingham 1994 — 1996
MS, Computer Science
Sichuan University
BE, Computer Science
AOL / Huffington Post November 2011 - Present
Sapient October 2010 - November 2010
Reed Elsevier Business Information February 2007 - June 2010
mShopper 2006 - 2007
Harvard Business School May 2004 - June 2006
Fidelity Investments May 2002 - June 2006
KAPS Group July 2002 - July 2003
IBM / Lotus Development Corp. January 1998 - September 2001
Skills
Taxonomy, Metadata, Content Management, Controlled Vocabularies, Search, Semantic Web, Metadata Standards, Enterprise Search, Digital Libraries, Research, Digital Asset Management, Ontologies, Text Classification, Query Writing, SEO, Text Analytics, Auto-Classification...
Education
Harvard University Extension School
Graduate Certificate, Museum Studies
Simmons College
M.S.L.S. Masters, Library and Information Science
The Ohio State University
BS, Education
Cornell University November 2006 - Present
American School of Guatemala January 2003 - June 2006
Fidelity Investments January 1999 - October 2001
Skills
Instructional Design, Facilitation, Marketing Communications, Workday, Human Resources, Training & Development, Elementary Education, Strategic Leadership, Instructional Technology, Change Management
Education
University of Massachusetts Boston 1995 — 1997
Master of Education (M.Ed.)
Siena College 1988 — 1992
Bachelor's degree, International Marketing
New England Country Club March 2008 - Present
Worldwide Direct January 1997 - May 1999
Fidelity Investments September 1985 - March 1997
Education
Simmons College
BS, Economics
Fidelity Investments December 2014 - Present
Condotti Design January 1990 - Present
Mood Media Entertainment February 2011 - July 2012
Foresters Insurance August 2010 - December 2010
Skills
Logo Design, Posters, Brochures, Graphic Design, Corporate Identity, Business Cards, Typography, Layout, Flyers, Illustrator, Illustration, InDesign, Graphics, Invitations, Art Direction, Adobe Creative Suite, Banners, Image Manipulation, Photoshop, QuarkXPress, Advertising, Visual Communication
Education
Sheridan College 1985 — 1987
Honours Diploma, Graphic Design
Fidelity Investments Quantitative AnalystFidelity Investments2002 - 2006
Fidelity Investments 2000 - 2002
Rolta India Limited 1996 - 2000
Education
Shivaji University
MetLife Home Loans April 2011 - Present
Bank of America October 2002 - April 2011
Fidelity Investments 1996 - 2002
Education
Siena Heights University 1983 — 1988
BA, Public Admin.
Fidelity Investments February 2005 - Present
United Way of Massachusetts Bay September 2003 - October 2004
Skills
Project Management, Business Analysis, Strategic Planning, Event Planning, Process Improvement, Analysis, Data Analysis, Leadership, Management, Public Speaking, Research
Education
Simmons College 1998 — 2002
BA, Philosophy, Communications, Management
Hall High School 1994 — 1998
Diploma
Private Pediatric Office February 2015 - April 2015
Mother February 2013 - February 2015
Reitmans Canada Ltée/Ltd June 2012 - February 2013
Lindt & Sprungli October 2009 - December 2012
Eatonville Care Centre September 2011 - April 2012
SERC Sheridan Elder Research Centre May 2011 - September 2011
Fidelity Investments November 2005 - April 2009
IKEA Group September 2001 - December 2005
Helen of Troy October 2002 - November 2003
Skills
Forecasting, Payroll, Microsoft Office, InDesign, Photoshop, Strategic Planning, Time Management, Market Research, Teamwork, Leadership, Marketing Research, Team Leadership, Management, Analysis, Customer Service, Social Media, Public Speaking, Event Planning, Community Outreach
Education
Sheridan College 2010 — 2012
Diploma, Social Service Worker Gerentology, 3.88 GPA
Copy Editor 2010 - Present
Office Manager 2002 - Present
Transcription Studio May 2012 - December 2012
Trollbeads United States Inc. October 2011 - January 2012
Commercial Shell Fisherman 2001 - 2009
The Onstott Group 1995 - 1997
Wellesley College March 1992 - September 1994
Fidelity Investments March 1989 - August 1991
Bain & Company 1984 - 1989
Skills
Writing, English grammar, Proofreading, Customer Oriented, Customer Satisfaction, Customer Experience, Customer Retention, Follow-through Skills, Administrative..., Microsoft Office, Transcription, Shorthand, 100% Typing Accuracy, Microsoft Word, Microsoft Excel, Outlook, Data Entry, Editing, Invoicing, Spreadsheets, Management, Time Management, Analysis, Copy Editing
Education
Simmons College
Bachelor of Arts (B.A.), Finance
Mt. Vernon College, Washington, DC
Transferred to Simmons College, Studied Political Science, English and Mathematics
Katharine Gibbs School
Certificate in One-Year Advanced Secretarial Studies
Volunteer Extraoirdinaire 2005 - 2015
New England Country Club 2009 - 2014
The Bookworm 2002 - 2005
SmartTalk Direct 1997 - 1999
Fidelity Investments September 1985 - April 1997
Skills
Customer Service, Program Management, Project Management, Leadership, Microsoft Office, Microsoft Excel, Marketing Strategy, Process Improvement, Microsoft Word, Fundraising, Change Management, Strategic Planning, Sales, Continuous Improvement, Management, Budgets, Team Building, Public Speaking, Event Planning, Marketing, Nonprofits, Strategy
Education
Simmons College 1981 — 1985
Bachelor's degree, Economics
Self-employed December 2007 - Present
Consoli & Wilshusen January 2004 - Present
Fidelity Investments September 1993 - August 2003
Skills
Family law, bankruptcy,...
Education
Massachusetts School of Law, Andover, Mass. 2003 — 2006
Juris Doctorate, Family Law
Simmons College 1992 — 1995
Masters in Science, Library Science