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.
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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
Leerink Partners LLC January 2008 - Present
Fidelity Investments September 2004 - December 2007
John Hancock Life Insurance Company (U.S.A.) October 2001 - June 2004
Ernst & Young September 2000 - October 2001
Arthur Andersen September 1998 - September 2000
Skills
Broker-Dealer, Financial Analysis, Valuation, Partnership Taxation, SEC filings, Consolidation, Forecasting, Operating Budgets, Auditing, Project Management, Regulatory Filings, Expense Management
Education
Boston College 1994 — 1998
Bachelor of Science, Accounting and Economics
University of Pennsylvania October 2011 - Present
The Wharton School 2011 - Present
Fidelity Investments 1998 - 2002
Skills
Leadership Development, Public Speaking, PowerPoint, Program Development, Nonprofits, Teaching, Community Outreach, Microsoft Word, Research, Microsoft Excel, Higher Education, Curriculum Design, Microsoft Office
Education
Boston College 1974 — 1978
Bachelor of Arts (B.A.), Special Education and Teaching
Advent International August 2014 - Present
Fidelity Investments August 2013 - August 2014
Fidelity Investments June 2012 - August 2012
Mathematics Tutor May 2011 - September 2011
Sullivan Farms Ice Cream May 2007 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Actuarial Science, Data Analysis, Time Management, Microsoft Office, Human Development &..., Retirement Benefits, Mathematics Tutoring, Employee Benefits, Retirement Plan..., Writing, Teamwork
Education
Boston College 2009 — 2013
Bachelor of Arts (BA), Mathematics, 3.931
Fidelity Investments October 2011 - Present
Citrix Systems February 2010 - October 2011
Self - Consultant June 2009 - February 2011
Fidelity National Information Services May 2007 - May 2009
Fidelity Investments March 2006 - May 2007
eFunds May 2005 - February 2006
Fidelity Investments November 2000 - May 2001
Franklin Templeton Investments June 2000 - January 2001
Fidelity Investments December 1999 - August 2000
Fidelity Investments May 1999 - November 1999
Skills
SDLC, Enterprise Architecture, Integration, Process Improvement, Software Project..., Program Management, Agile Methodologies, Software Documentation, MS Project, Scrum, PMP
Education
Boston College 1981 — 1985
Fidelity Investments 2009 - March 2011
Boston Advisors November 2004 - May 2008
Columbia Management October 1998 - January 2003
Bank of Boston June 1996 - October 1998
Brown Brothers Harriman June 1995 - June 1996
Skills
Bloomberg, Equities, Investments, Fixed Income, Hedge Funds, Alternative Investments, Capital Markets, Mutual Funds, Derivatives, Technology, Microsoft Office, Electronic Trading, Options
Education
Harvard University 1997 — 2002
CSS-graduate, Managemant
Boston College 1990 — 1994
BA, Finance/Accounting
Ames High School
UBS Wealth Management Americas 2012 - Present
UBS Wealth Management Americas 2009 - 2012
Merrill Lynch & Co. 2000 - 2009
Fidelity Investments 1997 - 2000
Hill Holliday 1991 - 1996
WBZ-TV, Boston 1981 - 1991
Education
Boston College
Bachelor's Degree, Communications
mosaicHUB, Inc. 2011 - Present
General Catalyst Partners March 2010 - May 2012
Mosaic Business Strategies, LLC February 2010 - August 2011
Fidelity Investments January 2007 - February 2010
Ropes & Gray LLP October 1999 - January 2007
Boston College Legal Assistance Bureau September 1998 - December 1998
Skills
Venture Capital, Mergers, Start-ups, Private Equity, Entrepreneurship, Due Diligence, Corporate Governance, Corporate Law, Joint Ventures, Corporate Finance, Business Strategy, Strategic Planning, Mergers & Acquisitions, Business Development, Strategic Partnerships, Restructuring, Contract Negotiation, New Business Development, Negotiation, Market Research, Financial Modeling, Strategic Consulting, Email Marketing, International Business, Finance, E-commerce, Equities, Program Management, Recruiting, Small Business, Portfolio Management, Management Consulting, SaaS, Product Development, Business Planning, Financial Services, Corporate Development, Strategic Communications, Real Estate, Executive Management, Strategy, Competitive Analysis
Education
Boston College Law School 1996 — 1999
Juris Doctor
Boston College 1992 — 1996
Bachelor of Arts, Political Science
PwC January 2015 - Present
ABN AMRO Bank N.V. September 2014 - December 2014
Virtusa June 2013 - December 2014
Fidelity Investments April 2014 - September 2014
Scotiabank February 2014 - April 2014
Guggenheim Partners June 2013 - November 2013
FIRST DOLLAR, Boston College April 2012 - August 2012
Skills
Microsoft Office, Bass Guitar, Stata, PowerPoint, Microsoft Excel, Public Speaking, Editing, Microsoft Word, Management, Research
Education
Boston College 2009 — 2013
Bachelor of Arts, Economics & Theology; Pre-Law
Monta Vista High School 2005 — 2009
Citi November 2014 - Present
NXT4 June 2014 - November 2014
Fidelity Investments June 2014 - August 2014
NoFillers.com September 2012 - July 2014
Optimum Energy June 2013 - August 2013
Skills
Leadership, Blogging, Facebook, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Social Media, Team Building, Public Speaking, Entrepreneurship, Sales Operations
Education
Boston College 2011 — 2015
Bachelor of Applied Science (BASc), Finance
Università degli Studi di Roma Tre 2013 — 2013
International Finance
Seattle Preparatory School 2007 — 2011
Fidelity Investments September 2008 - April 2013
Standish Mellon Asset Management April 2003 - September 2008
Standish Mellon Asset Management March 2001 - April 2003
Standish Ayer & Wood May 1999 - March 2001
Skills
Attribution, Sector Analysis, Asset Allocation, Security Selection, Industry Analysis, Securities, Investment Management, Investments, Fixed Income, Analysis, Competitive Analysis, Equities, Portfolio Management, Equity Research, Banking, Investment Strategies, Finance, Investment Banking, Valuation, Options, Financial Modeling, Asset Management
Education
Boston University Questrom School of Business 2002 — 2006
MBA, Finance
Boston College 1993 — 1997
Bachelor of Arts, Finance, Marketing
Biogen Idec September 2014 - February 2015
Biogen Idec June 2013 - August 2014
Fidelity Investments 2010 - 2013
Fidelity Investments 2009 - 2010
Devonshire Investors/Fidelity Investments 2007 - 2009
Fidelity Investments 2005 - 2006
Fidelity Investments 2004 - 2005
Fidelity Investments 2001 - 2004
Fidelity Investments 1999 - 2001
Accenture 1998 - 1999
Skills
Organizational Design, Strategic Planning, Organizational..., Organizational Change, Organizational..., Process Management, Executive Coaching, Performance Management, Leadership Development, Large Group Facilitation, Team Building, Quality Management, Business Transformation, Change Management, Executive Facilitation, Workshop Facilitation, Succession Planning, Strategy, Performance Improvement, Leadership, Cross-functional Team..., Business Process..., Talent Management, Program Management, Facilitation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MSOD, Organizational Development
Union College 1996 — 1998
MBA, Strategic Organizational Change
Boston College 1991 — 1995
BS, Finance & Economics
Commonwealth Financial Network October 2012 - Present
Boston College June 2012 - August 2012
Matheys Lane Capital Management June 2011 - January 2012
Cambridge Associates, LLC June 2008 - May 2011
Fidelity Investments May 2007 - August 2007
Skills
Private Equity Due..., Hedge Fund Due Diligence, Alternative Investment..., Performance Measurement, Due Diligence, Portfolio Management, Investments, Hedge Funds, Private Equity, Asset Allocation, Finance
Education
Boston College 2004 — 2008
B.S., Finance, Accounting
VA Health Care Systems August 2015 - Present
Vermont State Nurses Foundation 2014 - Present
Vermont State Nurses Association January 2013 - Present
Berlin Health & Rehabilitation Center November 2013 - October 2014
State of VT, Vermont Chronic Care Initiative March 2012 - November 2013
Central Vermont Medical Center June 2008 - February 2012
Dartmouth Hitchcock Medical Center 2006 - 2008
Fidelity Investments 1998 - 2003
Leventhal, Senter & Lerman 1989 - 1991
Skills
Nursing, Hospitals, Healthcare, EMR, Healthcare IT, Clinical, Adult Education, Technical Training, Leisure Travel, Business Education, Palliative Care
Education
Sacred Heart University 2011 — 2015
Master’s Degree, Nursing - Clinical Nurse Leader
Vermont Technical College 2006 — 2008
AD, Nursing
Suffolk University 1985 — 1987
BS, Business Education
Boston College 1979 — 1985
Business Administration
Fidelity Investments December 1994 - Present
The Boston Company January 1993 - December 1994
Scudder Investments August 1986 - January 1993
Education
Boston College
Bachelor of Arts (B.A.), History
TD Corsair Financial August 2010 - May 2014
Citizens Inverstments Inc. August 2005 - August 2010
Fidelity Investments 1998 - 2004
Bear Stearns 1993 - 1998
Bear Stearns 1991 - 1993
Bear Stearns 1991 - 1993
Skills
Finance, Mutual Funds, Series 7, Financial Services, Series 63, Wealth Management, Investments, Retirement Planning, Asset Allocation, Portfolio Management, Retirement, Securities
Education
Boston College 1985 — 1989
Batchelor of Arts and Science, Major: Communication Minor:English
Matignon High School
Matignon High School
Independent Consultant April 2015 - Present
Sun Nuclear Corporation August 2013 - March 2015
SpectorSoft May 2012 - March 2013
Pacific Disaster Center April 2006 - May 2012
Roth Consulting April 2001 - March 2006
Parametric Technology Company (PTC) March 2000 - September 2001
Foundation Technologies (name changed to Authoria) January 1998 - December 1998
Fidelity Investments December 1995 - December 1998
Sodexo April 1992 - December 1995
Bank of Boston 1991 - 1992
Skills
Project Management, Product Management, Technical Writing, Proposal Writing, Data Analysis, Emergency Management, Software Development, Quality Assurance, Program Management, Project Charter, Phases Of Project..., Scope Planning, Project Communications, End-to-End Project..., Managing Large Scale..., Managing Technical..., Technical Staff..., Technical Project..., Technical Requirements..., Agile & Waterfall..., Business Analysis..., Go-to-market Strategy, Consulting, HRIS, Market Analysis, Strategic Planning, User Interface Design, Web Design, Enterprise Software, Software Industry, Security, Training, Management, Analysis, Mobile Applications, Cross-functional Team..., Agile Methodologies, SaaS, Testing, CRM, Product Development, Professional Services, Partner Management, Cloud Computing, Salesforce.com, Start-ups, Product Marketing, Mobile Devices, Market Research, Sales Enablement
Education
Simmons College 1992 — 1995
M.S., Communications Management
Boston College 1984 — 1988
B.S., magna cum laude, Marketing, Management
iSoftStone July 2011 - Present
Olivia's Ice Cream Cafe May 2010 - March 2011
3 Scoops, Ice Cream & Cafe October 2008 - November 2010
Constant Contact January 2008 - September 2008
Fidelity Investments February 1994 - December 2007
Fidelity Investments, Fidelity eBusiness Design 1994 - 2007
Digital Equipment Corporation October 1980 - January 1994
Education
Boston College
Bachelors, Computer Science
Fidelity Investments November 2006 - Present
Fidelity Investments August 2005 - November 2006
Fidelity Investments April 2004 - August 2005
Education
Boston College
Bachelor's; BA, Psychology
Independent Stock Plan Advisors September 2011 - Present
Porter Court Consulting June 2010 - Present
Fidelity Investments March 2008 - June 2010
Fidelity Investments June 2005 - March 2008
Fidelity Investments September 2001 - June 2005
Fidelity Investments February 1998 - September 2001
Fidelity Investments March 1996 - February 1998
Fidelity Investments September 1993 - March 1996
Fidelity Investments March 1992 - September 1993
Ernst & Young March 1987 - March 1992
Skills
Equity Compensation, Retirement Income, 401k, Retirement, Series 63, Pensions, Equities, Series 7, Investments, Mutual Funds, Employee Benefits, Retirement Planning, Financial Services
Education
Boston College
BA, History
Suffolk University Law School
JD
Fidelity Investments June 2015 - Present
Boston College May 2014 - May 2015
Sony July 2012 - January 2014
Boston College Campus Technology Resource Center January 2012 - January 2014
Work N' Gear September 2013 - December 2013
Jebbit April 2012 - August 2013
Skills
Advertising, Customer Service, Marketing, Research, Sales, Corporate Finance, Financial Analysis, Social Media, Event Planning, Social Media Marketing
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (B.S.), Finance, Marketing, Philosophy
Bancroft
Boston College
Bachelor of Science, Management; Finance, Marketing
Fidelity Investments October 2014 - Present
Skills
Financial Services, Microsoft Excel, Fraud Prevention
Education
University of Hamburg 2015 — 2017
Master’s Degree, Economics
Boston College 2009 — 2013
Bachelor’s Degree, Economics
Brewster Academy
High School
Eversource Energy February 2013 - Present
Inspired Vandalism July 2011 - Present
The Alpha Group Inc January 2012 - February 2013
MFS Investment Management September 2000 - July 2011
Fidelity Investments September 1999 - September 2000
First Data Corporation 1990 - 1999
Skills
Editing, Blogging, Copy Editing, Content Management, Social Media, Copywriting, Web Content, Facebook, Email Marketing, Social Media Marketing, SEO, Adobe Acrobat, Creative Writing, Press Releases, Social Networking, Content Strategy, Journalism, Proofreading, Wordpress, Marketing Communications
Education
University of Massachusetts, Amherst 1988 — 1990
M.A., English
Boston College 1981 — 1985
B.A., English
University College Cork 1983 — 1984
NA, Literature/Folklore
General Dynamics C4 Systems 2013 - Present
General Dynamics C4 Systems 2004 - 2013
General Dynamics C4 Systems 2001 - 2004
Fidelity Investments 2000 - 2001
General Dynamics C4 Systems 1998 - 2000
GTE Government Systems 1991 - 1997
MIT Lincoln Laboratory 1990 - 1991
GTE Government Systems 1988 - 1991
GTE Government Systems 1985 - 1988
Skills
Program Management, Management, Supply Chain Management, DoD, Process Improvement, Cross-functional Team..., Security Clearance, Earned Value Management, Business Development, Systems Engineering, Materials Management, Contract Management, Government Contracting, Proposal Writing, Defense, Integration
Education
Suffolk University 1984 — 1988
Master of Business Administration (MBA), Marketing
Boston College 1978 — 1982
Liberal Arts, Economics
Catholic Memorial High School 1974 — 1978
College Prepatory
Drum Hill Capital LLC May 2014 - Present
Fidelity Investments September 2001 - May 2014
Fidelity Investments December 1997 - September 2001
Fidelity Investments December 1995 - December 1997
Education
Boston College 1988 — 1992
Marketing
Coleman Realtors August 2010 - Present
Fidelity Investments 1992 - 1999
Skills
Buyer Representation, Sellers, Listings, Selling, Residential Homes, Real Estate, Rentals, Sales, Marketing, Marketing Strategy, Advertising, New Home Sales, Condos, Single Family Homes, Luxury, Investment Properties, New Homes, Waterfront
Education
Boston College
Fidelitty Investments April 2012 - Present
Fidelity Investments April 1994 - April 2012
Shearson, Lehman, Hutton June 1990 - April 1994
Skills
Series 7, Series 63, Retirement Planning, Relationship Management, Strategic Financial..., Series 6
Education
Boston College 1978 — 1982
BA, Economics
Linedata June 2011 - August 2012
Fidelity Investments January 2005 - June 2011
Fidelity Investments July 2003 - June 2005
Skills
FINRA Series 7, FINRA Series 63, Demo2WIN, First Place..., Selling, Series 7, Strategic Planning, Financial Services, Investments, Investment Management, Sales, Mutual Funds, Series 63, Equities, Asset Management, Fixed Income, Portfolio Management, Relationship Management, Training, Wealth Management, Trading, Trading Systems, Risk Management, Securities, Financial Markets, Asset Allocation, Alternative Investments, Hedge Funds, Options
Education
Boston College
Bachelor of Business Administration (B.B.A.), Marketing
Columbus State
Suffolk University
Master of Business Administration (MBA), Business Administration and Management, General
Prudential Mortgage Capital Company December 2014 - Present
Prudential Mortgage Capital Company June 2013 - December 2014
Novogradac & Company LLP March 2012 - June 2013
Miles & Stockbridge P.C. June 2010 - February 2012
The Ithaka Group LLC December 2010 - July 2011
Miles & Stockbridge P.C. June 2009 - August 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Fidelity Investments June 2007 - August 2007
Skills
Microsoft Office, PowerPoint, LexisNexis, Westlaw, Microsoft Excel, Analysis, Finance, Market Research, Investments, Real Estate, Data Analysis
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Boston College 2006 — 2010
Bachelor of Arts, Economics
Gonzaga College High School 2002 — 2006
TIAA-CREF June 2010 - Present
Fidelity Investments March 2007 - May 2010
Fidelity Investments August 2004 - March 2007
Skills
Consultative Selling, Siebel, Adobe Software, Microsoft Office, CRM software, Financial Services, Management, CRM, Leadership, Wealth Management, Asset Allocation, Mutual Funds, Series 7, Investments, Series 63, Finance, Portfolio Management, Budgets
Education
Boston College 2001 — 2004
BA, Economics and Psychology
TEDxBeaconStreet January 2012 - Present
Swag Media Entertainment September 2008 - Present
DigitasLBi May 2015 - August 2015
DigitasLBi December 2012 - May 2015
Governor's Science, Technology, Engineering & Math (STEM) Advisory Council March 2010 - February 2015
EMC Corporation July 2011 - December 2012
Boston College: Information Technology Services January 2008 - May 2011
Fidelity Investments May 2009 - August 2010
Skills
Project Management, Agile Methodologies, Software Development, Start-ups, Business Process..., Six Sigma, SDLC, Networking, ITIL, Business Process Design, Business Analysis, Testing, Internet Business..., Web Development, Mobile Applications, Requirements Analysis, Agile, Certified Scrum Master..., Digital Marketing, Digital Strategy, Access
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (MBA)
Boston College 2007 — 2011
Bachelor of Science (BS), Business Management, Information Systems
Boston Latin School 2003 — 2007
athenahealth December 2013 - Present
Oracle Corporation October 2011 - November 2013
Corby Asset Management, LLC November 2010 - October 2011
Fidelity Investments September 2006 - October 2010
Fidelity Investments August 2005 - September 2006
Fidelity Investments October 2004 - August 2005
Fidelity Investments August 2004 - October 2004
John Hancock Financial Services December 2003 - June 2004
Skills
Sales Process, Sales, Enterprise Software, Investments, Relationship Management, B2B, Salesforce.com, Mutual Funds, Business Development, Finance, Solution Selling, Account Management, Strategic Planning, Direct Sales, Financial Services, Cloud Computing, Sales Management, Business Intelligence, Healthcare Information...
Education
Boston College 2010 — 2013
MBA, Business Administration and Management, General
Connecticut College 1999 — 2003
B.A, Economics
The Pingree School 1996 — 1999
Enspire Investments June 2015 - Present
GreenEdge Partners, LLC January 2009 - May 2015
Lincoln Financial Distributors May 2010 - November 2014
Lincoln Financial Distributors April 2009 - June 2010
Lincoln Financial Distributors April 2006 - April 2009
Lincoln Financial Distributors November 2003 - March 2006
Fidelity Investments January 1998 - October 2003
Fidelity Investments July 1995 - December 1997
Fidelity Investments October 1994 - June 1995
Fin -Plan Group June 1991 - September 1994
Skills
Series 63, Mutual Funds, Retirement Planning, Series 7, Business Development, Marketing Strategy, 401k, Series 6, Separately Managed..., Wealth Management, Financial Services, Insurance, Retirement, Investments, Fixed Annuities, Asset Allocation, Financial Planning, Sales, Asset Management
Education
Boston College 1987 — 1991
BS, Business Administration and Management; Marketing
Center for Fiduciary Studies
Accredited Investment Fiduciary
University of Pennsylvania - The Wharton School
SIFMA, Securities Industry Institute
Sustainable America 2012 - Present
Staten Island Yankees 2012 - Present
SAC Capital 2002 - 2013
Fidelity Investments 1998 - 2002
Skills
Portfolio Management, Non-profit Leadership, Hedge Funds
Education
Harvard Business School 1996 — 1998
Master of Business Administration (MBA)
Boston College 1993 — 1996
Bachelor of Arts (BA), Business Administration and Management, General
Diversified Financial Management 2015 - Present
Alignment Financial Group 2012 - 2015
Fidelity Investments 2003 - 2012
Fidelity Investments 1998 - 2003
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Asset Allocation, ETFs, 401k, Investments, Asset Management, Mutual Funds, Finance, Financial Planning, Financial Advisory, Fixed Income, Financial Services, Alternative Investments, Securities, Portfolio Management, Estate Planning, Investment Advisory, Equities, Retirement
Education
Boston College, Boston University
Boston University
CFP Program, School of Financial Management
Boston College
Bachelor, Business Management
State of Rhode Island January 2015 - Present
Fidelity Investments February 2001 - January 2015
Office of the Governor, State of Rhode Island 1995 - 2001
Blish & Cavanagh 1986 - 1994
Edwards & Angell 1983 - 1986
Education
University of Pennsylvania Law School 1980 — 1983
Doctor of Law (J.D.)
Boston College 1976 — 1980
Bachelor of Arts (BA)
Commonwealth Financial Network November 2010 - Present
Pioneer Investments November 2004 - August 2010
Putnam Investments June 2000 - November 2004
Fidelity Investments October 1999 - June 2000
DWS Investments November 1989 - October 1999
Skills
Series 7, Mutual Funds, Series 63, Retirement Planning, Investments, Wealth Management, Retirement, Financial Services, Investment Advisory, 401k, Financial Advisory, Relationship Management, Defined Contribution, Employee Benefits, Retirement Plan..., Pensions, FINRA, Fixed Annuities, Investment Strategies, Series 6, Qualified Retirement..., Defined Benefit, Series 65, Uniform Combined State..., Series 24
Education
Boston College
Fidelity Investments January 2014 - Present
Boston College Hockey Mentor Program September 2008 - Present
Fidelity Investments March 2013 - January 2014
Summit Financial Corporation December 2009 - March 2013
Boston College High School July 2010 - March 2011
Greene Summer Skills June 2005 - August 2010
Joyal Capital Mangagement, LLC May 2008 - December 2009
Skills
Retirement Planning, Wealth Management, Retirement, Investments, Wealth
Education
Boston College 2004 — 2008
Arts and Sciences, Economics
BC High 2000 — 2004
OCC June 2011 - Present
MF Global June 2009 - June 2011
Navigant Consulting July 2004 - June 2009
Fidelity Investments October 2001 - August 2002
Northwestern Mutual May 2000 - October 2001
Skills
Compliance, Risk Management, Options, Risk, Equities, Derivatives, Securities, Asset Management, Due Diligence, Internal Controls, Audit, AML, Management Consulting, Hedge Funds, Alternative Investments
Education
University of Notre Dame - Mendoza College of Business 2002 — 2004
MBA, Finance
Boston College 1996 — 2000
BA, Communications
Produban April 2015 - Present
Fidelity Investments September 2014 - April 2015
Accenture April 2013 - April 2014
Vosity Consultants LLC January 2011 - March 2013
Vosity LLC January 2004 - December 2011
ViaTech Technologies Inc. 1995 - 2003
Parametric Technology Corporation 1988 - 1994
Skills
SaaS, Cloud Security, Enterprise Risk..., Product Management, CISM, Risk Compliance, Security Management, Software Development, Quality Management, CISA, Business Operations, Service Management, Risk Management..., Business Technology..., Financial Services, Financial Risk, Financial Analysis, Project Management, Process Improvement, Cloud Computing, Program Management, Enterprise Software, Information Security, Management, Consulting
Education
Northeastern University - Graduate School of Business Administration 1980 — 1985
Master of Science (MS), Engineering Management, with concentration in Computer & Information Systems, 3.63
Boston College 1974 — 1978
BA in Mathematics w/minor in Computer Science, Concentration in Computer Science, 3.23
Medicomp Inc. September 2013 - Present
Timm Medical Technologies November 2012 - May 2013
MEDA November 2010 - November 2012
MEDA December 2011 - July 2012
MEDA November 2010 - January 2012
Vivus Inc May 2008 - November 2010
Verus Pharmaceuticals June 2005 - March 2008
Schering March 2003 - May 2005
Charles Schwab September 1999 - December 2002
Fidelity Investments June 1998 - August 1999
Skills
Urology, Management, Marketing, Medical Devices, Account Management, Pharmaceutical Sales, Cardiology, OB/GYN, Hospital Sales, Pulmonology, Endocrinology, Managed Care, Sales Operations, Training, ENT, Product Launch, Business Development, Sales Management, Sales Force Development, Sales, Allergy, Sales Effectiveness, Pharmaceutical Industry, Selling Skills, Leadership, Oncology, Selling, Sales Presentations, Cold Calling, New Business Development, Rheumatology, Biotechnology
Education
Merrimack College 1995 — 1998
Bachelor of Arts (B.A.), Political Science and Government
University of Phoenix 2009 — 2012
Master's degree, Management
Boston College 1993 — 1994
Fidelity Investments September 2015 - Present
Investment Banking and Sales and Trading Club September 2014 - Present
Undergraduate Student Government January 2014 - September 2015
Fidelity Investments June 2015 - August 2015
Boston College May 2015 - May 2015
Pandya Kapadia & Associates, CPA, PA May 2014 - July 2014
AHANA Management Academy September 2013 - May 2014
Delta Consulting July 2011 - August 2011
Skills
Public Speaking, Corporate Finance, Statistics, Microsoft Excel, Java, Microsoft Office, PowerPoint, Management, Teamwork
Education
Boston College 2013 — 2017
Bachelor of Science in Management, Finance and Information Systems
J.P. Stevens 2009 — 2013
Fidelity Investments 2006 - Present
Fidelity Investments 2005 - 2006
Fidelity Investments 2000 - 2005
Skills
Trading Systems, Mutual Funds, Series 7, Equities, Series 63, Bloomberg, Equity Trading, Fixed Income, Electronic Trading, Series 24, Capital Markets, Trading
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2001
Masters, Finance
Boston College 1986 — 1990
BS, Finance
MIT January 2013 - Present
Boston University February 2012 - January 2013
Boston University May 2011 - February 2012
Institute of Cancer Research, London UK February 2009 - April 2011
Brown University Medical School July 2007 - December 2008
Putnam Investments January 1997 - October 2001
Fidelity Investments November 1991 - January 1997
Education
Boston College
B.A., English
Apollo Group/University of Phoenix-Online August 2001 - Present
Consultant and Training Solutions March 2001 - Present
CMGI 2000 - 2001
Inc. Magazine 1999 - 2000
Authoria 1998 - 1999
Fidelity Investments 1996 - 1998
Skills
Instructional Design, Teaching, Staff Development, Leadership Development, Public Speaking, E-Learning, Career Counseling, Career Development, Coaching, Curriculum Design, Adult Education, Resume Writing, Organizational..., Higher Education, Editing, Social Media, Executive Coaching, Training, Technology Needs..., Educational Technology, Leadership, Curriculum Development, Change Management
Education
Boston University
PhD. & MA, Psychology
Boston College
B.A., Elementary Education & Speech Sciences
University of Phoenix
Advanced Facilitator Certification
University of Phoenix
Mercer August 2015 - Present
Aon Hewitt March 2012 - August 2015
Mercer June 2006 - March 2012
Fidelity Investments June 2005 - June 2006
Fidelity Investments September 2001 - June 2005
Skills
SQL, Microsoft Office, Project Implementation, Employee Benefits, Defined Benefit, Requirements Analysis, Business Requirements, Plan Design, Pensions, Benefits Administration, Pension Administration, Retirement, Leadership, Deferred Compensation, Business Planning, Analysis, Management, Software Documentation, Process Improvement, Project Management, Business Analysis
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2013
MBA, Finance
Boston College 1997 — 2001
B.A., Economics and English
Xaverian High School 1993 — 1997
Fidelity Investments May 2007 - Present
National Financial Services Group February 2006 - May 2007
Fidelity Investments January 2005 - February 2006
Fidelity Investments July 2003 - January 2005
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA, Finance
Boston College 1996 — 2000
BS, Finance
Affiliated Computer Services, Inc. (ACS) 2001 - 2003
Commerce Insurance Company 1998 - 1999
Bay State Gas Company June 1997 - November 1998
Fidelity Investments 1995 - 1997
Gemini Consulting 1994 - 1995
Powersoft / Infinity Systems 1993 - 1994
KPMG January 1989 - December 1992
Skills
Leadership, Quality Assurance, SDLC, Business Analysis, Business Process..., Program Management, PMP, Business Intelligence, Requirements Analysis, Project Management, Integration, PMO, Process Improvement, Software Project..., Vendor Management, IT Strategy, Management Consulting, Change Management
Education
The University of Connecticut School of Business
MBA
Boston College 1980 — 1984
BS
Cathedral High School 1976 — 1980
Fidelity Investments 1998 - Present
Fidelity Investments 2002 - 2004
Fidelity Investments 1998 - 2002
Fleet Bank 1996 - 1998
Massachusetts Financial Services 1988 - 1995
Skills
Financial Services, Strategy, Relationship Management, Strategic Planning, Marketing, Wealth Management
Education
Boston College
BA, Economics
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Marketing
Fidelity Investments VPFidelity Family Office Services
Fidelity Family Office Services 2004 - Present
Art Plus Technology Inc. 1990 - 2007
American Express 1982 - 1990
Skills
Business Analysis, Process Improvement, Vendor Management, SDLC, Product Management, Requirements Analysis, Program Management, Software Project..., PMP, Agile Methodologies, IT Strategy, Enterprise Architecture
Education
Boston College 1978 — 1980
BA, Business Management
Northeastern University 1972 — 1974
EE
Fidelity Investments January 2010 - Present
FIDELITY INVESTMENTS 2007 - December 2009
FIDELITY INVESTMENT 2003 - 2007
FIDELITY INVESTMENT 1999 - 2003
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
FIDELITY INVESTMENTS 1991 - 1993
Digital Equipment Corporation 1983 - 1991
Digital Equipment Corporation 1981 - 1983
Skills
Statistical SW: SAS,..., Excel & VBA Progamming..., Sql Programming, Oracle, OBI, Brio..., Systems Dynamics..., Simulation ( GPSS,..., Systems & Programming (..., Strong systems..., Strong multimedia..., Tableau, Predictive modelling
Education
Boston College 1990 — 1991
MSF, FINANCE
University of Massachusetts, Amherst 1979 — 1981
MSIE/OR, OPERATIONS RESEARCH
University of Massachusetts, Amherst 1977 — 1979
MSBA, MANGEMENT SCIENCES
University of Massachusetts, Amherst 1972 — 1977
BBA, FINANCE
John Hancock Financial Services July 2012 - Present
Metropolitan Life Insurance Company February 2006 - July 2012
Fidelity Investments 1998 - 2006
Skills
Financial Services, Insurance, Mutual Funds, Securities, Securities Regulation
Education
Boston College 1989 — 1993
Fidelity Investments March 2004 - Present
Arnold Worldwide March 2001 - March 2004
Smash Advertising July 2000 - February 2001
TBS Superstation August 1998 - July 2000
Education
Boston College 1994 — 1998
BA, English and Sociology
Randolph
Coldwell Banker Whitbeck Associates June 2005 - Present
Fidelity Investments June 1998 - June 2005
Skills
Customer Service, Real Estate, Marketing Strategy, Investments, Project Management, Marketing, Selling, Strategic Planning, Negotiation, Leadership, Sales, Business Planning, Team Building, Business Development, Contract Negotiation, Management, Financial Analysis, Budgets, New Business Development, Sales Management, Investment Properties
Education
Boston College 2000 — 2005
Bryant University 1993 — 1997
Bachelor of Science, Finance, General
Health Dialog August 2008 - September 2010
Fidelity Investments March 2001 - July 2008
Skills
Desktop Support..., Telecommunications, Network Administration, Help Desk Support, Software Installation, Customer Service, Program Management, Team Building, Disaster Recovery, Vendor Management, Visio, Process Improvement, ITIL, Project Management, SQL, Software Documentation, Management, Leadership, Troubleshooting, Computer Hardware, Wireless Networking, Server Administration, IT Hardware Support
Education
Daniel Webster College 1997 — 2001
Boston College
Southern New Hampshire University
ImprovBoston 2002 - Present
Fidelity Investments, Fidelity eBusiness Design 1999 - Present
ImprovBoston 2003 - 2005
Fidelity Investments June 1998 - June 1999
Education
Boston College 1994 — 1998
RR Donnelley May 2010 - Present
RR Donnelley 2010 - March 2011
Fidelity Investments April 2004 - June 2008
Fidelity Investments June 1999 - March 2004
Skills
Employee Relations, Workforce Planning, Talent Management, Talent Acquisition, Benefits Administration, Performance Management, Recruiting, HRIS, Temporary Placement, Applicant Tracking..., College Recruiting, Succession Planning
Education
Boston College 1992 — 1997
Fidelity Investments April 2011 - Present
Fidelity Investments May 2007 - August 2008
Education
Boston College
Monterey Institute of International Studies, Fisher Graduate School of International Business
MBA, International Business
VF Corporation January 2012 - Present
Timberland February 2011 - January 2012
Timberland August 2009 - February 2011
Fidelity Investments March 2006 - May 2009
Fidelity Investments July 2002 - February 2006
LumaPath, Inc. July 2001 - April 2002
Artificial Life, Inc. October 1998 - May 2001
netNumina Solutions April 1997 - October 1998
Borland International November 1996 - April 1997
Open Environment Corporation June 1994 - November 1996
Skills
PMO, Project Portfolio..., Program Management, PMP, SDLC, ITIL, Project Planning, Process Development, Offshoring, Outsourcing, Software Product..., Software Development, Process Improvement, Software Project..., People Management, IT Strategy, Project Delivery, Team Leadership, Resource Management, Agile, Six Sigma, Risk Management, Agile Methodologies, Team Building, Management
Education
Boston University 2007 — 2009
MS, Project Management
Boston College 1989 — 1993
BA, Computer Science
State Street Global Markets November 2011 - Present
Pulse Trading November 2005 - November 2011
Piper Jaffray January 2005 - October 2005
Fidelity Investments January 1999 - January 2005
Fidelity Capital Markets June 1994 - January 1999
Skills
Series 7, Series 63, Customer Service, series 55, Electronic Trading, Bloomberg, Equities, Trading, Trading Systems, Securities, Hedge Funds, Capital Markets, Series 24, Fidessa, Bloomberg Terminal, Institutional Sales
Education
Boston College 1989 — 1993
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Lawrence Academy 1985 — 1989
Columbia Management June 2013 - Present
Liberty Mutual Insurance September 2012 - June 2013
Fidelity Investments May 2006 - September 2012
Education
Boston College 1996 — 2000
Claremont Companies April 2007 - Present
TUDOR INVESTMENT CORPORATION 1999 - 2007
Fidelity Investments 1996 - 1999
Education
Boston College 1991 — 1995
Dell November 2012 - Present
EMC October 2011 - September 2012
Sunovion Pharmaceuticals January 2011 - September 2011
Fidelity Investments October 2005 - July 2010
St. Mary's Credit Union July 2004 - July 2005
IntelliReach March 2004 - May 2004
Computer Associates November 2002 - February 2004
American Tower 2001 - 2003
EMC March 2000 - October 2000
Digital Equipment Corporation 1984 - 1992
Skills
Technical Writing, Course Develop;ment, Program Management, RoboHelp, Technical Documentation, FrameMaker, SnagIt, SharePoint, Business Analysis, Software Documentation, Manuals, Requirements Analysis, Adobe Acrobat, Enterprise Software, Vendor Management, Online Help, Document Management, Content Management, Project Management, Process Improvement, MS Project, SDLC
Education
University of New Hampshire 1989 — 1993
MBA, Business
Boston College
Bachelor of Arts, Psychology and Business
Boston Private Bank December 2012 - Present
Accounting Management Solutions January 2009 - December 2012
GW & Wade January 2008 - December 2008
BNY Mellon Wealth Management July 2006 - December 2007
Fidelity Investments April 2000 - December 2004
Skills
Thought Leadership
Education
Northeastern University 2001 — 2003
MS, Taxation
Boston College 1985 — 1989
BA
Fidelity Investments 1997 - Present
PriceWaterhouse 1994 - 1997
Melson Technologies 1990 - 1994
Education
Georgia Institute of Technology - Georgia Tech College of Management 1984 — 1986
M.S.M, Management
Boston College 1977 — 1981
B.S., Accounting/Computer Science
United Capital Financial Advisers, LLC July 2014 - Present
Fidelity Investments 2003 - 2014
State Street March 1998 - November 2002
Fidelity Investments 1994 - 1998
Cahners Publishing 1991 - 1994
Mills & Sanderson Publishing 1990 - 1991
Skills
Marketing Strategy, Wealth Management, Strategic Communications, Corporate Branding, Thought Leadership, Advertising, Social Media Marketing, RIA, Creative Direction, Series 24, Series 7, Series 63, Business Development, Financial Services, Asset Management, Mutual Funds, Investments, Securities, Alternative Investments, Marketing
Education
Boston College
Bachelor of Arts (BA), English Language and Literature, General
Aware, Inc. May 2014 - March 2015
Thoratec December 2011 - November 2012
Siemens Healthcare Diagnostics March 2011 - November 2011
iRobot December 2007 - December 2008
Fidelity Investments 2006 - 2007
Philips Medical 2006 - 2006
Draeger Medical Systems 2004 - 2006
Abbott Labs July 2003 - October 2003
Skills
Software test..., Test Planning, Testing, Agile Methodologies, Databases, XML, Embedded Systems, Manual Testing, Training, System Testing, Software Quality..., Integration, QTP, SDLC, Quality Assurance, FDA, HTML, Validation, SharePoint, Integration Testing, Regression Testing, Automation, Quality Center, SQL, Scrum, Selenium, Software Development, Management, Medical Devices, Embedded Software, Analysis, Product Management, Unix, Requirements Analysis, Software Documentation, Test Automation, ClearQuest, Black Box Testing, Subversion, C#, Python, Leadership, Software Engineering, Consulting
Education
Boston College
BA, German, Linguistics
Boston Latin School
HS Diploma, college track
Suffolk University
MBA, Management
University of Massachusetts, Amherst
MS coursework, Computer Sci
Fidelity Investments July 2001 - Present
John Hancock Funds 1997 - 1999
Scudder 1992 - 1998
Education
Boston University Questrom School of Business 1994 — 1999
MBA, Marketing
Boston College 1988 — 1992
Fidelity Investments 2005 - Present
Fidelity Investments 1999 - 2004
Skills
Financial Services, Financial Analysis, Strategic Financial..., Financial Modeling, Process Improvement, Access, Analysis, Budgets, Management Consulting, Essbase, Performance Management, Varicent, Microsoft Excel, CCP
Education
Suffolk University 1996 — 1998
MSF, Finance
Boston College 1983 — 1987
BS, Finance
Holy Family HS
Fidelity Investments July 2008 - Present
Fidelity Investments July 2006 - July 2008
Fidelity Investments October 2004 - July 2006
Fidelity Investments March 2004 - September 2004
Fidelity Investments January 2003 - March 2004
Barry Murphy and Company 1997 - 2002
Skills
Series 7, Series 24, Series 55, Series 4, Financial Services, Account Management, Leadership, Securities, Wealth Management, Mutual Funds, Operations Management, Relationship Management
Education
Boston College 2002 — 2007
MBA, Finance
Tufts University 1993 — 1997
BA, History
Brooks School 1989 — 1993
Fidelity Investments July 2013 - Present
Fidelity Investments October 2011 - July 2013
Fidelity Investments January 2008 - October 2011
Fidelity Investments May 2005 - January 2008
Barry Murphy Company 1996 - 2005
Castle Rock Entertainment August 1988 - December 1988
Skills
Series 7, Financial Services, Mutual Funds, Series 63, Investments, Securities, Alternative Investments, Process Improvement, Account Management, Project Management, Team Leadership, Series 55, Series 24, Series 4, Options Strategies, mana, Operations Management, Fixed Income, Hedging, Six Sigma, Business Process..., Relationship Management, Maintaining Strong..., Manage client..., Equities, Risk Management, FINRA, CRM, Hedge Funds, Trading
Education
Boston College 1995 — 1999
Economics
Catholic Memorial 1990 — 1994
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Fidelity Investments November 1989 - Present
EDS May 1985 - October 1989
eds 1985 - 1989
Skills
SDLC, Vendor Management, Agile Methodologies, Business Analysis, Financial Services, IT Strategy, Software Project..., Requirements Analysis, Process Improvement, Program Management, Software Development, Data Warehousing, Business Intelligence
Education
Boston College 1981 — 1985
Bachelor of Science (BS), Mathematics
John Hancock Director of ReportingJohn Hancock Life Insurance Company
Aviva 2003 - 2007
Aviva Life Insurance 2003 - 2007
Fidelity Investments 1992 - 2003
Skills
Financial Reporting, Strategic Financial..., Financial Analysis, Financial Modeling, IFRS, Business Process..., Accounting, Risk Management, Financial Services, Insurance, Sarbanes-Oxley Act, Internal Controls, Asset Management, US GAAP
Education
Boston College 1987 — 1991
Suffolk University
Master of Business Administration (MBA)
Fidelity Investments January 2013 - Present
Fidelity Investments January 2011 - December 2012
Fidelity Investments January 2007 - December 2010
Skills
Securities Regulation, Contract Negotiation, Financial Services, Intellectual Property
Education
Suffolk University Law School 2002 — 2006
JD, Law
University of Maryland College Park 1992 — 1994
MA, Sports Management
Boston College 1984 — 1988
BA, English
Fidelity Investments - Pyramis January 2015 - Present
Fidelity Investments March 2012 - Present
Eagle Asset Management April 2004 - September 2010
Thomas Weisel Partners 2001 - 2004
Raymond James & Associates, Inc 1995 - 1999
Skills
Fundamental Research, Stock Picking, Financial Analysis, Valuation, Investment Strategies, Investments, Equities, Research, Asset Management, Equity Research, Investment Banking, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MM, Finance, Marketing and Accounting
Boston College 1991 — 1995
BA, Economics
Marquette University High School
HS
Plainridge Park 2010 - Present
Island Oasis 2004 - 2009
OneBeacon Insurance 2000 - 2003
Fidelity Investments - CNC Central group 1995 - 1999
Fidelity Investments 1993 - 1995
Polaroid 1990 - 1992
Polaroid 1986 - 1990
PwC 1982 - 1986
Skills
Accounting, Financial Analysis, Internal Controls, Corporate Finance, Managerial Finance, Accounts Payable, Accounts Receivable, Cost Accounting, Forecasting, SEC filings, Sarbanes-Oxley Act, Financial Reporting, Financial system..., External auditor liaison, Financial Planning and..., Capital Budgeting, Corporate Budgeting, Personnel training &..., Inventory Control, Treasury Management, Banking Relationships, Legal liaison, Statutory reporting, Consolidations, SAP FI/CO Configuration, Insurance, Letters of Credit, Credit & collections, IRS audit liaison, Financial Process..., Management Consulting, Financial operations..., Project management, Big 4, International, Internal Audit, Shared Services, Finance, Mergers & Acquisitions, Management, Auditing, Analysis, Executive Management
Education
Boston College
BS, Economics
Boston College High School
HS Diploma, Business
D'Amore-McKim School of Business at Northeastern University
MBA, Finance/ Accounting
Independent Consultant February 2012 - Present
ImprovBoston March 2002 - Present
One to One Interactive February 2011 - February 2012
Fidelity Investments June 1998 - February 2011
Education
Boston College 1994 — 1998
BS, Math
Fidelity Investments June 2013 - Present
B Riley Co February 2011 - March 2013
Fidelity Investments February 2006 - January 2011
The Benchmark Company February 2004 - February 2006
Brokerage America January 2002 - February 2004
Deutsche Bank February 1998 - January 2002
Skills
Series 65, Financial Markets, Series 7, Series 24, Series 55, Series 63, Life Insurance, Equity Trading, Financial Planning
Education
Boston College 1991 — 1995
Bachelor of Arts (BA)
Hingham High School 1988 — 1991
PricewaterhouseCoopers August 2006 - Present
PricewaterhouseCoopers July 2005 - August 2005
Fidelity Investments June 2004 - August 2004
Skills
Project Management, Business Process, Data Analysis, Software Development, Product Management, Database Design, Offshore Software..., Microsoft Excel, Growth Strategies, Payments, Microsoft SQL Server, Revenue Assurance, Revenue Enhancement, Financial Modeling, Pricing Strategy, Pricing Analysis, ETL, Quote to Cash, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, US GAAP, IT Audit, Internal Audit, Due Diligence, Business Analysis, Information Technology
Education
Boston College
B.A., Computer Science
Boston College - Wallace E. Carroll Graduate School of Management
M.S., Business Administration
Boston College High School
Fidelity Investments September 2013 - Present
Fidelity Investments May 2006 - September 2013
CitiStreet January 2002 - May 2006
Fidelity Investments March 1990 - January 2000
Skills
Series 7, Series 24, Risk Management, Leadership, Management
Education
Boston College
Bachelor of Arts (B.A.), English and Communications
Fidelity Investments September 2014 - Present
Fidelity Investments April 2009 - August 2014
MFS Investment Management March 2005 - November 2008
PwC August 1994 - February 2005
Skills
Customer Service, Strategic Planning, Budgets, Marketing Strategy, Internal Controls, Mutual Funds, Sarbanes-Oxley Act, Complaince, Project Management, Microsoft Office, Business Analysis, Mergers & Acquisitions, Financial Modeling, Risk Management, Financial Analysis, Financial Services, Management
Education
Boston College 1990 — 1994
BS Business Administration, Business Administration/Marketing
Boston College - Wallace E. Carroll Graduate School of Management
Wildfire Technologies 2001 - 2002
Comverse 1999 - 2001
Comverse 1998 - 1999
Fidelity Investments 1997 - 1998
Massachusetts Department of Public Health 1996 - 1997
Boston College 1993 - 1997
West End Boys and Girls Club 1995 - 1996
Boston College 1995 - 1996
Skills
Program Management, Management
Education
Boston College 1993 — 1997
MSW, Non-profit administration
Boston College 1992 — 1996
BA, Sociology/Social Psychology
Goldman Sachs November 2010 - Present
Fidelity Investments September 2007 - November 2010
Education
Boston College 2012 — 2014
Master of Business Administration (M.B.A.)
Fordham University 2003 — 2007
Bachelor's Degree, Business Administration
Fidelity Investments May 2015 - Present
Fidelity Investments July 2013 - Present
Fidelity Investments June 2012 - June 2013
Skills
Finance, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Accounting, Customer Service, Financial Reporting, Equities, Fixed Income, Economics, Alternative Investments, Microsoft Word, Management, Business Strategy
Education
Boston College 2015 — 2017
Master's degree, Finance
Cedarville University 2008 — 2012
Bachelor of Arts, Finance
Fidelity Investments 2007 - 2012
Fidelity Investments 2001 - 2006
Fidelity Investments 1994 - 2001
Pacific Stock Exchnage 1987 - 1993
Skills
Series 7, Series 63, Equity Trading, Equities, Trading, Capital Markets, Electronic Trading, International Equities, International Trading, Series 55, Bloomberg, Securities, Mutual Funds, Options
Education
Boston College
Bachelor of Arts (BA), Economics
PwC August 2014 - Present
Fidelity Investments May 2013 - September 2013
Smart Lunches January 2013 - May 2013
Cohasset Sailing Club June 2006 - August 2011
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Boston College
Fidelity Investments November 2012 - Present
Fidelity Investments October 2009 - October 2012
Skills
Financial Analysis, Investments, Strategic Financial...
Education
Boston College 2008 — 2013
Master of Business Administration (M.B.A.)
Boston College 2008 — 2013
Master of Science (MS), Finance, General
University of Massachusetts Dartmouth 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Fidelity Investments August 2015 - Present
Eaton Vance June 2014 - Present
B.C. Office of Mission and Ministry May 2011 - Present
Berkshire Bank June 2013 - August 2013
Uncommon Grounds June 2005 - August 2012
Skills
PowerPoint, Customer Service, Analysis, Budgets, Microsoft Office, Microsoft Excel, Series 7, Series 63
Education
Boston College 2010 — 2014
Bachelor of Science (B.S.), Finance, Economics
Belmont Hill School 2004 — 2010
Belmont Hill School
Boston College
Wallace E. Carroll School of Management
Bachelor of Science, Management; Finance and Economics
Sovereign Bank December 2012 - April 2013
Sovereign Bank November 2011 - December 2012
Fidelity Investments January 2006 - November 2011
Skills
Financial Analysis, Credit Risk, Credit, Risk Management, Portfolio Management, Banking, Financial Modeling, Fixed Income, Derivatives, Credit Cards, Business Objects, SQL, SAS, IBM AS/400
Education
Boston College
Bachelor of Science (BS), Finance, General