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
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Fidelity Investments Employees
Fidelity Investments 2006 - Present
Skills
Certified Financial...
Education
Bryant University 2003 — 2007
Bachelors, Finance
Acton Boxboro
Boston Mutual Life Insurance January 2013 - Present
The Guardian Life Insurance Company of America March 2011 - January 2013
Fidelity Investments January 2005 - March 2009
Fidelity Investments July 2003 - December 2004
Skills
Relationship Management, Sales, Financial Services, Series 6, Series 63, Market Research, Mutual Funds, Marketing, Email Marketing, Business Development, New Business Development, Investments, Training, Sales Presentations, 401k, Management
Education
Bryant University 2005 — 2007
Master of Business Administration (M.B.A.), Accounting and Finance
Bryant College 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Moody's Analytics December 2014 - Present
PPR July 2013 - June 2014
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) August 2010 - October 2011
Pali Capital July 2006 - February 2010
Bear Stearns April 1997 - November 2002
Fidelity Investments January 1993 - April 1997
Skills
Equities, Trading, Equity Trading, Investments, Risk Management, Commodity, Strategic Planning, Electricity, Natural Gas, New Business Development, Chemicals, Transportation, Contract Negotiation, Marketing Strategy, Capital Markets, Stress Testing, Loss Forecasting, Credit Analysis, Credit Risk
Education
Bucknell University 1988 — 1992
Bachelor of Arts (B.A.), International Relations and Affairs
Mimecast March 2015 - Present
RSA The Security Division of EMC May 2013 - March 2015
VCE Company, LLC (formed by Cisco and EMC) 2011 - 2013
Novartis Institutes for BioMedical Research 2006 - 2010
Bose Corporation 2003 - 2006
Fidelity Investments 1999 - 2003
Reebok 1995 - 1998
Wyeth-Ayerst Laboratories 1990 - 1995
Skills
Information Risk..., CISSP, Privacy Compliance, CIPP, Safe Harbor, Third Party Reporting, SSAE 16, SOC 1, Security Architecture..., SABSA, ISO 27001, Privacy Law, Privacy Regulations, Data Privacy, Information Security..., Security Policy..., Information Security..., IT Security Best..., Information Security, Risk Management, CSA CCM, Identity Management, Governance, Cloud Computing, Network Security, Security, Enterprise Software, PCI DSS, Integration, Risk Assessment, Business Continuity
Education
Bucknell University
Bachelor's Degree, Biology, Pre-Med
Teradata October 2014 - Present
Fidelity Investments June 2009 - October 2014
The College of William and Mary August 2007 - May 2009
Skills
JavaScript, Java, HTML, Flex, Spring, iBatis, JSON, Tomcat, Eclipse, C++, JSP, Freemarker, jQuery, AJAX, XML, Agile Methodologies, CSS, Maven, SlickGrid
Education
The College of William and Mary 2007 — 2009
MS, Computer Science
Bucknell University 2003 — 2007
BS, Computer Science
MassMutual Financial Group January 2013 - Present
The Hartford June 1997 - December 2012
Fidelity Investments 1988 - October 1996
Skills
Mutual Funds, Financial Services, Insurance, Retirement, 401k, Business Requirements, Investments, Analytics, Cross-functional Team..., Business Analysis, Project Management, Strategic Planning
Education
Bucknell University 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Krasney Financial LLC October 2013 - Present
Fidelity Investments July 2011 - September 2013
Fidelity Investments May 2010 - June 2011
Fidelity Investments September 2008 - April 2010
Skills
Certified Financial..., Investments, Investment Advisory, FINRA, Finance, Retirement Planning, Wealth Management, Investment Management, Financial Advisory, Securities
Education
Bucknell University 2004 — 2008
Bachelor of Arts (BA), Economics
DMG Capital, LLC, Registered Investment Advisor 2004 - Present
For The Kids Foundation of East Islip 2003 - Present
Fidelity Investments 1998 - 2003
Lehman Brothers 1992 - 1998
Millennium Partners 1989 - 1992
Morgan Stanley 1984 - 1989
KMG Main Hurdman, Certified Public Accountants 1982 - 1984
Skills
Investment Advisory, Portfolio Management, Value Investing, Risk Management, Market Risk, Wealth Management, Investments, Investment Strategies, High Net Worth..., Portfolio Assessment, Market Opportunities, Professional Experience, Technical Analysis, Trading Strategies, Trend Analysis, Equity Trading, Securities
Education
Bucknell University 1978 — 1982
BSBA, Accounting/Finance
Citizens Bank May 2014 - Present
Hill Holliday July 2008 - February 2014
Fulgent / AMP September 2004 - April 2008
Mullen August 2002 - December 2003
Digitas 1997 - 2000
Fidelity Investments 1996 - 1997
Arnold Worldwide 1993 - 1996
Skills
Digital Strategy, Digital Media, Digital Marketing, Integrated Marketing, Media Planning, Advertising, Advertising Sales, Social Media Marketing, Mobile Marketing
Education
Bucknell University 1989 — 1993
International Relations, Marketing
Institute for European Studies - Vienna, Austria 1991 — 1991
Fidelity Investments September 1995 - Present
PI Customer Strategy & Integration May 2011 - September 2011
PI Operations Sales & Service January 2009 - January 2011
FIIS Finance Shared Services January 2006 - January 2009
FIIS Finance Shared Services January 2004 - January 2006
FIIS Finance Shared Services January 2003 - January 2004
FIIS Client Resolution Unit January 2000 - January 2003
FIIS NSCC Department January 1997 - January 2000
FIIS Client Services September 1995 - January 1997
Education
Bryant University 1990 — 1992
Bachelor of Science, Business Administration; Finance
University of Maryland College Park 1988 — 1990
Fidelity Investments July 2015 - Present
KarmaServe January 2015 - Present
A&E Television May 2015 - July 2015
Samsung Telecommunications America April 2013 - December 2014
XL Marketing September 2011 - January 2013
Triboro Pictures October 2010 - April 2012
Barenholtz Productions, INC. January 2010 - January 2011
Pipeline Talent November 2009 - August 2010
Nick Davis Productions September 2009 - April 2010
Bryn Mawr College September 2006 - April 2009
Skills
Technical Writing, Technical Manuals, Content Strategy, Telecommunications, Android, User Experience Testing, Quality Assurance, Copywriting, Editing, Creative Writing, Online Marketing, Social Media Marketing, Social Media, Blogging, WordPress, Email Marketing, Research, Television, Proofreading, Video Editing, HTML, Microsoft Office, Final Cut Pro, Photoshop, Advertising, Video, Screenwriting, Film, Public Relations, Newsletter Production, Social Networking, Writing, Marketing
Education
Bryn Mawr College 2005 — 2009
Bachelor of Arts, English/Creative Writing
Fidelity Investments September 2015 - Present
Axis Technology Software & Axis Technology Consulting September 2011 - September 2013
Fidelity Investments June 2000 - February 2009
Fidelity Investments June 1994 - June 2000
Fidelity Investments June 1989 - June 1994
Fidelity Investments June 1988 - June 1989
Fidelity Investments November 1983 - June 1988
Software International/GEISCO March 1980 - November 1983
Arthur D. Little August 1978 - March 1980
Skills
SDLC, Disaster Recovery, Mainframe, COBOL, Testing, Security, Requirements Gathering, Management, PMO, Mutual Funds, Enterprise Software, DB2, ITIL, CICS, Program Management, Sarbanes-Oxley, IBM Mainframe, Process Improvement, IT Operations, Vendor Management, CRM, Business Requirements, Risk Management, Technical Documentation, Security Management, Business Strategy, Top Secret, Access Control, Business Intelligence, JCL, Data Analysis, REXX, Quality Assurance, Business Process, VSAM, Software Project..., Access, Requirements Analysis
Education
Bryant College 1974 — 1978
Bachelor's degree, Accounting and Computer Science
Bryant University 1974 — 1978
Bachelor of Science, Systems Management & Accounting
Bryant University 1974 — 1978
Bachelor of Applied Science (BASc), Computer Science & Accounting
Mark T Sheehan High School 1972 — 1974
high school
Mark T Sheehan High School
Archway Investment Fund April 2015 - Present
Fidelity Investments June 2014 - Present
Skills
Investments, PowerPoint, Microsoft Excel, Critical Thinking, Business Analysis, Teamwork, Efficiency, Microsoft Word, Asset Management, Microsoft Office, Adaptability, Solution Delivery, Writing, Access, Social Networking, Written & Oral..., Project Management, Agile Methodologies, Software Project..., Financial Modeling, FactSet, Equity Research, Valuation
Education
Bryant University 2012 — 2016
Bachelor of Science in Business Administration, Finance/Economics
Trinity College, Dublin 2014 — 2015
Economics
Apponequet Regional High School 2008 — 2012
High School Diploma
Fidelity Investments June 2014 - Present
Fidelity Investments September 2013 - April 2014
Fidelity Investments May 2013 - August 2013
Girls Leadership June 2012 - August 2012
CARE March 2010 - June 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Analytics, Customer Service, Public Speaking, Social Media, Data Analysis, Access, Photoshop, Financial Analysis, Teamwork, Project Management, Internal Controls, Strategic Consulting, Client Presentation, Business Process..., Planning Budgeting &..., Investment Research, Quality Management, Statistical Data..., Cross-functional..., Economic Development, Business Planning, Research, Management, Strategic Planning, Analysis
Education
Texas Christian University - M.J. Neeley School of Business 2012 — 2014
Bachelor of Business Administration (BBA), Finance, cum laude
Bryn Mawr College 2010 — 2011
Liberal Arts and Sciences, 3.54/4.0
Innova Junior College 2007 — 2009
Singapore-Cambridge GCE A'Levels
Fidelity Investments June 2015 - August 2015
DRD Investments July 2014 - May 2015
DB Sales and Consulting 2013 - 2014
Seeking Alpha 2013 - 2014
Elite College Link 2012 - 2013
Tsinghua University 2011 - 2012
Dion Money Management (now Atlas Private Wealth Management) 2009 - 2010
Dion Money Management (now Atlas Private Wealth Management) June 2008 - August 2008
Skills
Mandarin, Finance, Investment Management, Financial Modeling, Valuation, Microsoft Excel, Economics, Analysis, Research, Writing, Business Development, Data Analysis, Chinese culture, International Relations, Market Research, Photography
Education
Passed Level III of the CFA Program
Isenberg School of Management, UMass Amherst 2014 — 2016
Master of Business Administration (M.B.A.)
University of Oxford 2010 — 2011
MSc, Modern Chinese Studies
Bucknell University 2005 — 2009
Bachelor's, Major in Economics, Minors in East Asian Studies and International Relations
University of Oxford 2007 — 2008
Visiting Student
Fidelity Investments 2015 - Present
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Bucknell University 2002 — 2006
Fidelity Investments April 2014 - Present
Fidelity Investments December 2012 - May 2014
Fidelity Investments October 2010 - December 2012
Fidelity Investments September 2009 - October 2010
Skills
Series 7, Mutual Funds, Series 63, Investments, Financial Advisory, Business Planning, 401k, Asset Allocation, Retirement Planning, Retirement, Securities, Series 6, FINRA, Uniform Combined State..., Wealth Management
Education
Bryant University 2005 — 2009
Bachelor's degree, Finance, General
Temple of Sports February 2013 - Present
STATS LLC November 2012 - Present
RotoWire.com August 2011 - Present
KBeach Global Radio July 2012 - December 2012
Pacific Home Remodeling November 2011 - May 2012
Fidelity Investments August 2005 - September 2006
Investor's Bank & Trust April 2004 - August 2005
Skills
Sports, Customer Service, Analysis, Program Management, Social Media, Facebook, Social Networking, Sports Writing, Social Media Marketing, Blogging, Sports Marketing, Football, Journalism, Marketing, Microsoft Excel, Microsoft Office, Radio, Sales
Education
North Attleboro High School
Bryant University 2000 — 2003
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
Fidelity Investments August 2010 - Present
Citizens Financial Group March 2003 - July 2010
Fidelity Investments October 1994 - September 2002
Skills
Financial Services, Business Analysis, Vendor Management
Education
Johnson & Wales University 2006 — 2008
MBA, Organizational Leadership
Mansfield University of Pennsylvania 1988 — 1991
BA, Geography
Bryant University
Executive Development Center
Fidelity Investments December 1993 - Present
Kmart Corporation June 1990 - November 1993
Skills
401k, Retirement Planning, Retirement, Mutual Funds, Process Improvement, Investments, Asset Allocation, Relationship Management, Financial Services, Series 7, Wealth Management
Education
Xavier University
Master of Business Administration (M.B.A.)
Buena Vista University 1986 — 1990
Strategic Investment Group January 2015 - Present
Brown University July 2012 - January 2015
Brown University January 2008 - June 2012
Brown University April 2006 - January 2008
Fidelity Investments September 2004 - April 2006
Fidelity Investments January 2001 - September 2004
Education
Bryant University 2001 — 2003
MBA, Finance
Bryant University 1996 — 2000
BSBA and BA, Economics, History, and Computer Info Systems
Citizens Bank August 2013 - Present
Citizens Bank March 2013 - August 2013
Citizens Bank April 2011 - March 2013
Fidelity Investments June 2010 - April 2011
Fidelity Investments June 2006 - June 2010
Fidelity Investments June 2004 - June 2006
Fidelity Investments July 2001 - June 2004
Bank Rhode Island January 2001 - June 2001
Skills
Workplace Design, Space planning, Leadership, Corporate Real Estate, Strategic Planning, Turnaround Experience, Move Management, Relationship Management, Strategy, Finance, Analysis, Strategic Financial..., Banking, Financial Services, Investments, Budgets, Business Planning, Analytics, Portfolio Management, Financial Analysis, Management, Financial Risk, Accounting, Forecasting, Corporate Finance, Business Analysis, Credit, Executive Management, Financial Modeling, Process Improvement, Internal Controls, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Access, Microsoft Office, Essbase, Oracle Applications, Hyperion Planning, Business Objects, Risk Management, Variance Analysis, General Ledger, Business Strategy, Vendor Management, Financial Planning
Education
Bryant University 2002 — 2004
M.B.A., Finance
University of Rhode Island
B.S. Business Administration, Finance
Cranston High School West 1995 — 1997
BlackRock June 2015 - Present
BlackRock July 2012 - Present
Bryant University September 2008 - May 2012
Fidelity Investments June 2011 - August 2011
Newmark Knight Frank June 2010 - August 2010
Skills
Finance, Microsoft Office, Microsoft Excel, BlackRock Aladdin, SQL, Visual Basic, Project Management, Financial Analysis, Teamwork, Spanish, Public Speaking, Microsoft Word, PowerPoint, Bloomberg Terminal, Compliance, Process Improvement, Team Leadership, Time Management
Education
Bryant University 2008 — 2012
Bachelor of Science, International Business: Finance, Spanish Language
Universitat Pompeu Fabra 2010 — 2010
Cultural Studies and Economics Program
Fidelity Investments July 2014 - Present
Fidelity Investments November 2012 - July 2014
SafeGuard World International May 2011 - November 2012
Telerx November 2010 - June 2011
PricewaterhouseCoopers September 2007 - December 2008
Grant Thornton LLP January 2007 - June 2007
Drexel University March 2006 - June 2007
CIGNA Corporation September 2005 - September 2006
Duane Morris LLP January 2005 - September 2005
Skills
Microsoft Office, Communication, C-Level Relationships, Legal Research, US Tax, External Audit, Presentation Development, International Relations, International Law, Contingent Workforce, International..., Project Management, Leadership, International Payroll, Invoicing, Account Reconciliation, International..., International Tax..., Cultural Awareness, Microsoft Excel, Payroll, Tax Preparation, Process Improvement, Tax, Auditing, BPO, Expatriate Management, Employee Benefits, Analysis, Finance
Education
Drexel University - College of Business and Administration 2003 — 2007
Bachelor's, Business Administration and Accounting, 3.6
Spring-Ford High School 1999 — 2003
Bucks County Community College
USO of Metropolitan New York 2014 - Present
Goldman Sachs 2000 - 2013
Enhance Financial Services Group, Inc. 1999 - 2000
Fidelity Investments 1992 - 1999
UBS Wealth Management 1985 - 1992
IBM 1984 - 1985
Skills
Financial Analysis, Financial Metrics, Budget Models, Financial Variance..., Budget Modeling, Cost Drivers, P&L review, P&L Improvement, Asset Management, Equities, Fixed Income, Disaster Recovery, Financial Services, Strategic Financial..., Business Continuity, Derivatives, P&L Management, Securities, Prime Brokerage, Business Strategy, Strategic Planning, Investment Banking, Hedge Funds, Middle Office, Financial Reporting, Business Continuity..., Bloomberg, Headcount Reporting, Options, Operational Risk, Capital Markets, Department Budgeting, Cost Allocation, Financial Risk, Financial Planning
Education
Kellogg Graduate School of Management
Masters in Management, Finance
University of Pennsylvania - The Wharton School
SIFMA Securities Industry Institute
Bucknell University
BSBA, Accounting
Fidelity Investments July 2015 - Present
Fidelity Investments May 2014 - August 2014
D.K. Brede Investment Management June 2011 - August 2013
Skills
Financial Modeling, Microsoft Excel, Equities, Mutual Funds, Bloomberg, ETFs, Financial Analysis, Investments, Valuation, Fixed Income, Bloomberg Terminal, Portfolio Management, Securities, Equity Research, Strategic Financial..., Asset Management, Microsoft Word, PowerPoint
Education
Bucknell University 2011 — 2015
Bachelor of Science: Business Administration, Accounting and Financial Management: CFA Track
Needham
Fidelity Investments August 2013 - Present
Fidelity Investments September 2011 - July 2013
Fidelity Investments July 2008 - August 2011
Fidelity Investments June 2006 - June 2008
Fidelity Investments May 2005 - May 2006
Skills
Cross-functional Team..., Business Intelligence, Management, Financial Analysis, Finance, Databases, Data Modeling, User Acceptance Testing, Mutual Funds, Financial Services, Fixed Income, Equities, Business Requirements, Analysis, Requirements Gathering, Financial Modeling
Education
Bryant University 2006 — 2008
Master of Business Administration (MBA)
Bryant University 2002 — 2006
Bachelor of Science (BS), Finance & Economics
Boston Scientific February 2014 - Present
Boston Scientific January 2007 - Present
BlueCross BlueShield of Massachusettes September 2004 - December 2006
Grey Consulting September 1998 - August 2004
Fidelity Investments 1982 - 1997
Skills
Digital Marketing, Remote Management, Team Building, Enterprise Collaboration, Digital Strategy, Digital Media, Strategy, Start-ups, Cross-functional Team..., Business Planning, Program Management, Marketing Strategy, Strategic Planning, Product Marketing, Sales Operations, Sales, Executive Management, Leadership, Strategic Partnerships, Management
Education
Bucknell University 1975 — 1979
BA, Economics
Bucknell University 1975 — 1979
Bachelor of Arts (B.A.), Economics
DIGITALiBiz, Inc. (The Volpe Center) January 2014 - Present
Reliable Cleaners March 2006 - Present
Fidelity Investments June 2012 - May 2013
New Generation Research, Inc. May 2011 - August 2011
Skills
Leadership, Time Management, Microsoft Excel, Management, Data Analysis, PowerPoint, Communication Skills, Written & Oral..., Financial Analysis, Microsoft Word, Teamwork, Microsoft Office, Outlook, Writing, Finance, Editing, Business Analysis, Social Media, Visio, SharePoint, SurveyMonkey, Prezi, QuickBooks
Education
Bryant University 2009 — 2013
Bachelor of Science (B.S.) in Business Administration, Finance
Fidelity Investments October 2014 - Present
Fidelity Investments July 2011 - October 2014
Skills
Requirements Analysis, SQL, COBOL, JCL, XML, CICS, Web Services, SOAP, Java, Oracle, Software Development, Unix, Software Project..., SDLC, Agile Methodologies
Education
Bryant University
Bachelor's degree, Information Technology
Wayfair August 2015 - Present
Fidelity Investments May 2014 - August 2014
Commonwealth of Massachusetts, Joint Committee on Revenue May 2013 - August 2013
Wyss Institute for Biologically Inspired Engineering June 2010 - August 2011
Brae Burn Country Club May 2009 - September 2009
Collins Lab at Boston University June 2009 - August 2009
Skills
Matlab, Statistics, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, CRM, Social Media Marketing, Data Analysis
Education
Bucknell University 2011 — 2015
Bachelor of Arts (B.A.), Economics; minor in International Politics
Universita di Temple in Rome, Italy 2013 — 2013
International Business and Italian, Junior Fall
Dana Hall School 2007 — 2011
STAG Industrial, Inc. 2010 - Present
Great Point Investors 2005 - 2010
Fidelity Investments 2004 - 2005
High Street Equity Advisors 2003 - 2004
DB RREEF / Cabot Industrial Trust 1996 - 2002
Burnham Real Estate 1993 - 1996
Skills
Real Estate, Asset Management, Investments, Dispositions, Portfolio Management
Education
Bucknell University 1989 — 1993
BA, English
The Kent School 1986 — 1989
Morningstar March 2015 - Present
Morningstar December 2012 - February 2015
Morningstar June 2008 - November 2012
Fidelity Investments April 2006 - May 2008
Fidelity Investments June 2002 - March 2006
Putnam Investments June 1997 - May 2002
Skills
Customer Relations, Business Requirements, Cross-functional Team..., Team Leadership, Wealth Management, Customer Service, Portfolio Management, Management, Project Management, Product Management, Business Analysis, Product Development, Software Project..., Competitive Analysis, Strategy, Business Development, Analytics, Product Marketing, SaaS, Agile Methodologies, Vendor Management, Enterprise Software
Education
Bucknell University
Bachelor of Science, Engineering
Fidelity Investments June 2015 - Present
Highbridge Capital Management September 2014 - June 2015
Highbridge Capital Management June 2013 - September 2014
Archway Investment Fund January 2013 - May 2013
Bryant Archway Investment Fund May 2012 - December 2012
State Street Global Advisors June 2012 - August 2012
Coca-Cola Refreshments June 2009 - May 2012
Skills
Financial Modeling, Financial Analysis, Analysis, Finance, Investments, Leadership, Mutual Funds, Portfolio Management, Options, Trading, Equities, Teamwork, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Financial Risk, Economics, Accounting
Education
Bryant University 2009 — 2013
Bachelor of Science, Concentration: Finance Minor(s): Marketing and Environmental Science, 3.90 GPA
John Hancock Retirement Plan Services April 2015 - Present
New York Life Investment Management April 2014 - Present
New York Life Investment Management August 2011 - April 2014
New York Life Investment Management December 2009 - September 2011
Fidelity Investments February 2008 - November 2009
Prudential Financial September 2001 - January 2008
CIGNA September 1999 - September 2001
Prudential Financial January 1997 - September 1999
CIGNA May 1994 - January 1997
Skills
Team Building, Project Management, Relationship Management, Retirement Planning, Practice Management, Strategic Thinking, Consultative Selling..., Coaching, Series 63, Series 7, Qualified Retirement..., Retirement Plan..., Financial Services
Education
University of Hartford 1999 — 2001
MBA, Management
Bryant University 1990 — 1994
BS, Finance
Partners HealthCare June 2015 - Present
Partners HealthCare February 2015 - Present
Fidelity Investments July 2014 - January 2015
Public Outreach August 2011 - February 2012
Mayor’s Youthline June 2006 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Time Management, Access, Communication, Program Development, Ticketing, Leadership
Education
Cambridge College 2014 — 2014
Bunker Hill Community College 2011 — 2012
Cambridge College
Bachelor of Science, Information Technology; Business Management
Social Audiences, LLC January 2013 - Present
Women's Toolbox January 2008 - Present
Fidelity Investments November 1994 - January 2008
Pathfinder International August 1989 - October 1994
Skills
Social Media Marketing, Entrepreneurship, Blogging, Social Media, Strategy, Marketing Strategy, Marketing, Advertising, Business Strategy, Email Marketing, Online Marketing, Small Business, Social Networking, Management, Program Management, Strategic Planning, Leadership
Education
University of Massachusetts Boston 1982 — 1985
Bachelor of Science, Management/Marketing
Bunker Hill Community College 1980 — 1982
Associate's Degree, Human Services, General
LeapFrog Systems February 2013 - Present
FM Global January 2014 - July 2015
NTT DATA Americas 2015 - 2015
Clean Harbors 2015 - 2015
Fidelity Investments February 2013 - January 2014
Broadridge September 2006 - September 2012
CVS Caremark Corporation April 2006 - September 2006
U.N.F.I. September 2005 - March 2006
Bank of America June 2003 - September 2005
Skills
Software Documentation, Process Improvement, Analysis, Access, COBOL, Business Analysis, Business Requirements, Requirements Gathering, Data Analysis, Microsoft Office, JCL, SQL, Microsoft Excel, Visio, Requirements Analysis, VSAM, Reports, CICS, User Acceptance Testing, SharePoint, Financial Services, Visual Basic, TSO, Functional..., IBM Mainframe, FTP, Production Support, Endeavor, Easytrieve, ISPF, Syncsort, Fileaid, Xpediter, IDCAMS, DFSORT, ICETOOL, NDM, Serena Changeman, Crystal Reports, Infoman, Consulting, CHANGEMAN, XPEDITOR, DCL (VAX)/DIBOL, LIGHTSPEED, TFS
Education
Bryant University 1982 — 1984
BS, Information Technology, GPA 3.6/Dean's list
Community College of Rhode Island 1979 — 1982
Associate's degree, business, GPA=3.2/Dean's List
Fidelity Investments December 2013 - Present
Fidelity Investments December 2010 - December 2013
Fidelity Investments January 2010 - December 2010
Fidelity Investments July 2008 - December 2010
Fidelity Investments May 2007 - August 2007
Skills
Mutual Funds, Team Leadership, Data Analysis, Process Improvement, Lean Six Sigma, Operational Excellence, Innovation Management, Design Thinking, Associate Engagement, Data Visualization, Tableau, Mentoring New Hires, Rapid Prototyping, Lean Operations, Operational Process..., Sales, Microsoft Excel, Access Database, Increase Productivity, Communication Skills, Equities, Access, Microsoft Office
Education
Bucknell University 2004 — 2008
BA, Economics
Phillips Exeter Academy 2000 — 2004
Fidelity Investments June 2014 - Present
Fidelity Investments July 2012 - June 2014
Virtual Computer, Inc May 2010 - May 2012
Bryant University September 2008 - May 2012
Lahey Clinic September 2006 - December 2009
Skills
Operating Systems, HTML, System Administration, Servers, Microsoft Exchange, Networking, Product Management, Microsoft Office, Hardware, PHP, Quality Assurance, Storage, Perl, Access, SharePoint
Education
Bryant University 2008 — 2012
B.S, Information Technology
ALPS, A DST Company March 2015 - Present
ALPS, A DST Company October 2014 - March 2015
Fidelity Investments September 2013 - October 2014
Credit Suisse June 2012 - August 2012
Skills
PowerPoint
Education
Bucknell University 2009 — 2013
BSBA, Management
Seton Hall Preparatory 2006 — 2009
High School
State Street 2015 - Present
Fidelity Investments 2011 - 2015
Fidelity Investments 2009 - 2011
Fidelity Investments 2005 - 2009
Fidelity Investments 2004 - 2005
Fidelity Investments 2003 - 2004
Allmerica Financial 2002 - 2003
Skills
SQL, Visual Basic, Relational Database..., Balanced Scorecard, Business Intelligence, Business Objects, Adobe Photodeluxe, Adobe Photoshop, Dream Weaver, IBI Webfocus, Informatica Data..., Informatica Data Quality, Informatica Power Center, PL/SQL, Oracle, SQL Server 2000-2008, Microsoft Office, Microsoft Project, Microsoft Visio, HTML, CSS, Six Sigma, Visio
Education
Bryant University 2006 — 2009
MSIS, Information Systems
Bryant University 1997 — 2001
BSBA, Computer Information Systems
Fidelity Investments June 2012 - Present
Fidelity Investments October 2010 - June 2012
Fidelity Investments January 2010 - October 2010
UBS Wealth Management July 2008 - April 2009
Skills
Financial Advisory, Investments, Portfolio Management, Equities, Fixed Income, Analysis, Management, Training, Recruiting, Finance, Fixed Annuities, Financial Risk, Auditing, Mutual Funds, Series 7, Series 63, Asset Allocation, Securities, Financial Analysis, Bloomberg, Financial Modeling, Alternative Investments, Wealth Management
Education
Bryant University 2006 — 2008
Bachelors of Science, Finance
Worcester State University
Worcester State University
Fidelity Investments July 2014 - Present
Education
Temple University 2008 — 2010
BBA, Marketing, Graduated Magna Cum Laude
Bucks County Community College 2005 — 2007
Business Administration
TIAA-CREF March 2012 - Present
Fidelity Investments January 2010 - October 2011
Fidelity Investments 2001 - February 2010
Fidelity Investments 1996 - 2001
First Data Investor Services Group August 1992 - 1996
Fidelity Investments 1987 - 1992
Skills
Cross-functional Team..., Management, Marketing, New Business Development, Leadership, Financial Services, CRM, Business Analysis, Salesforce.com, Product Development, Process Improvement
Education
Bryant University 1980 — 1984
Bachelor of Science, Marketing
Vanderbilt Owen Graduate School of Management August 2015 - Present
Fidelity Investments July 2012 - July 2015
Fidelity Investments June 2011 - August 2011
Undergraduate Lawn April 2009 - August 2009
Skills
Microsoft Office, Spanish, Management, Budgets, Strategic Planning, New Business Development, Teamwork, Microsoft Excel, PowerPoint, Entrepreneurship, Microsoft Word, Finance, English, Customer Service, Research, Social Media, Public Speaking, Data Analysis, Teaching, Financial Analysis, Leadership, Editing, Project Management, Market Research, Analysis
Education
Bucknell University 2008 — 2012
Bachelor of Arts, Economics, Spanish
Concord Carlisle High School 2004 — 2008
Vanderbilt University - Owen Graduate School of Management
Vanderbilt University - Owen Graduate School of Management
Wellington Management May 2012 - Present
Wellington Management LLP May 2005 - May 2012
Fidelity Investments September 1996 - May 2005
Scudder, Stevens & Clark 1990 - 1996
Skills
Pensions, Defined Benefit, Investment Strategies, Investments, 401k, Asia, Mutual Funds, Institutional, Series 7, ERISA
Education
The London School of Economics and Political Science (LSE) 1989 — 1990
Graduate Diploma, Economics
Bucknell University 1983 — 1987
Bachelor of Science (BS), Accounting
Jane of All Trades January 2011 - Present
Kotlarz & Associates at Keller Williams Realty January 2010 - August 2011
Seth Campbell Realty Group at Keller Williams September 2009 - November 2010
NA February 2009 - September 2009
Liberty Mutual August 2006 - January 2009
Fidelity Investments November 2004 - January 2006
Kronos, Inc. 2006 - 2006
CDC IXIS Asset Management Company 2000 - 2003
Education
Bryant University 1984 — 1988
Notre Dame Academy 1980 — 1984
Sungard Availability Services January 2014 - Present
SunGard Availability Services July 2012 - January 2014
InsPro Technologies February 2010 - July 2012
Hewlett Packard May 2008 - July 2010
HP December 2007 - May 2008
Neoware April 2006 - December 2007
Fidelity Investments March 2005 - April 2006
University of Pennsylvania Health System February 2005 - March 2005
Citigroup November 2003 - January 2005
Sears September 1995 - November 2003
Skills
Virtualization, VMware, Servers, HP, System Administration, Windows Server, Citrix, Disaster Recovery, Active Directory, Data Center, Cloud Computing, Hardware, Integration, Testing, VMware ESX, Infrastructure, Information Technology, Storage
Education
Bucks County Community College
Associates, Networking Technology
Bucks County Vocational
Graduated, Computer Systems Technology
Fidelity Investments March 2010 - Present
Fidelity Investments September 2005 - February 2010
FundQuest June 2001 - September 2005
GZA GeoEnvironmental May 1997 - November 2000
Boswell Engineering August 1993 - August 1995
Education
Tufts University 1995 — 1997
MSCEE, Civil and Environmental Engineering
Bucknell University 1989 — 1993
BSCE, Civil Engineering
Fidelity Investments September 2014 - Present
Wellington Management Company, LLP March 2004 - May 2013
Kobren Insight Management March 2001 - March 2004
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Investment Strategies, Fixed Income, Mutual Funds, Capital Markets, Derivatives, Product Management, Marketing Strategy
Education
Bucknell University 1995 — 1999
BA, Economics
AARP March 2010 - Present
AARP Financial December 2005 - March 2010
Cerulli Associates 2000 - 2005
FT/Interactive Data 1997 - 2000
John Hancock Mutual Funds 1993 - 1997
Fidelity Investments 1989 - 1992
Skills
Market Research, Competitive Analysis, Competitive Intelligence, Strategic Planning, Investments, Strategy, Marketing Research, Management Consulting, Analysis, Strategic Communications, Segmentation, Marketing Strategy, Analytics, Business Development, Market Analysis, Business Strategy, Business Model...
Education
D'Amore-McKim School of Business at Northeastern University 1990 — 1994
MBA, Master of Business Administration
Bucknell University 1984 — 1988
BA, International Relations
GoLowCholesterol.com January 2011 - Present
Nauset Strategic Partners, Inc. 2001 - Present
Answers.com February 2013 - May 2015
Semprae Laboratories, Inc. October 2008 - January 2011
Warner-Lambert/Pfizer 1993 - 2001
Beierdsorf, Inc. 1992 - 1993
Procter & Gamble 1990 - 1992
Fidelity Investments 1986 - 1988
Skills
Marketing Strategy, Direct Marketing, Copywriting, Marketing, Blogging, Digital Marketing, Online Advertising, Marketing Communications, Integrated Marketing, Facebook, Email Marketing, Start-ups, Strategic Partnerships, SEO
Education
Harvard Business School 1988 — 1990
MBA
Bucknell University 1981 — 1985
BS, Business Administration
London School of Economics and Political Science 1984 — 1984
Semester Abroad
First Citizens Bank August 2013 - Present
EH National Bank November 2009 - July 2013
Ashford University February 2009 - July 2009
All City Financial Inc December 2006 - March 2008
21st Mortgage March 2004 - December 2006
All City Financial September 1998 - October 2003
Fidelity Investments December 1993 - September 1998
Skills
Customer Service, Loans, Management, Credit Analysis, Securities, Bookkeeping, Budgets, Team Building, Strategic Planning, Marketing, Business Development, Process Improvement
Education
Bucknell University 1986 — 1990
Bachelor of Arts (B.A.), Economics
JJ Pearce 1984 — 1986
Fidelity Investments September 2015 - Present
Fidelity Investments September 2011 - September 2015
HASBRO, INC November 2009 - September 2011
Hasbro, Inc. March 2008 - November 2009
Hasbro, Inc. July 2003 - March 2008
Hasbro, Inc. January 2001 - July 2003
Skills
Leadership, Cross-functional Team..., Marketing, Brand Development, Integrated Marketing, Strategy, Customer Insight, Market Research, Product Development, Consumer Products, Management, Brand Management, Team Leadership, Marketing Strategy, Creative Direction, Advertising, Strategic Planning, Product Launch, Packaging, Product Marketing, Competitive Analysis, Marketing Research, Project Management, Market Planning, Concept Development, Global Marketing
Education
Bryant University 1998 — 2007
Business Managemnet
Leadership Rhode Island
Fidelity Investments August 2015 - Present
Bottomline Technologies June 2015 - August 2015
Andera March 2012 - June 2015
Infor Global Solutions January 1999 - March 2012
Education
Bryant University 1996 — 1998
Bachelor of Science (BS), Computer and Information Sciences and Support Services
Fidelity Investments August 2001 - Present
Skills
SDLC, Business Analysis, Agile Methodologies, Software Project..., Requirements Analysis, SQL, Visio, Oracle, .NET, SQL Server Management..., Microsoft SQL Server, Rally, Agile & Waterfall..., Requirements Gathering, Systems Analysis, Data Warehousing, Data Modeling, Databases
Education
Bryant University 1997 — 2001
BS, Finance, Computer Information Systems
Fidelity Investments 2011 - Present
Fidelity Investments 2008 - 2010
Fidelity Investments July 2006 - 2008
Greg Reid Associates December 2004 - April 2006
Scudder Retirement Services May 2000 - December 2004
Houghton Mifflin 1996 - 2000
Skills
Investments, Asset Management, Mutual Funds, Financial Services, Project Management, Risk Management, Portfolio Management, Equities, Business Analysis, Process Improvement, Strategy, Product Management, Fixed Income, Financial Modeling, Asset Allocation, Financial Analysis, SDLC, Relationship Management, Requirements Analysis, Strategic Planning
Education
Northeastern University - Graduate School of Business Administration 2009 — 2012
MBA
Bucknell University 1992 — 1996
Bachelor's degree, English
Driehaus Capital Management April 2006 - Present
ARIS Capital Management October 2003 - February 2006
Bank of America January 1993 - October 2003
The Boston Company/Shearson Lehman Bros. June 1987 - January 1993
Fidelity Investments December 1989 - January 1991
Education
Suffolk University - Sawyer Business School 1989 — 1991
MBA, Management
Bucknell University 1979 — 1983
BA, Intl Relations & Economics
CIBC October 2012 - Present
Research In Motion January 2009 - August 2012
Fidelity Investments October 2004 - June 2008
Istonish Inc. June 2003 - October 2004
ERS January 2002 - December 2003
Ford Motor Credit Company June 2000 - December 2001
ING Bank January 1997 - July 2000
Citigroup February 1988 - June 1996
Skills
Project Management, Call Center, Process Improvement, Business Strategy, Vendor Management, Program Management, Strategy, Change Management
Education
Bryant University 2008 — 2008
Project Management, Project Management
St. Xavier's College 1986 — 1987
Business, Business Administration
Xavier Institute of Management 1985 — 1986
Business Management
University of Mumbai 1980 — 1984
B.COM, Business & Financial Accounting
Fidelity Investments July 2013 - Present
Fidelity Investments April 2012 - July 2013
Fidelity Investments June 2010 - March 2012
Fidelity Investments August 2008 - May 2010
Fidelity Investments February 2001 - July 2008
Mesa Systems International October 1999 - February 2001
Captiva Software July 1997 - September 1999
National Computer Systems January 1995 - June 1997
Legent September 1992 - December 1994
Cadre Technologies July 1989 - September 1992
Skills
Agile Methodologies, Web Services, Test Automation, Project Management, Scrum, Software Development..., Web Technologies, Software Development, C#, Integration, Project Portfolio..., IT Strategy, Software Engineering, Testing, Business Analysis, SDLC, Enterprise Software, Management, Software Design, Enterprise Architecture, Requirements Analysis, Software Project..., Quality Assurance, Java, Java Enterprise Edition, Change Management, Leadership
Education
Bryant University 1991 — 1996
MBA, Management
Massachusetts College of Liberal Arts 1978 — 1983
B.S., Computer Science
Ludlow High School 1974 — 1978
Fidelity Investments June 2011 - Present
Fidelity Investments September 1992 - June 2011
Fidelity Investments September 1989 - September 1992
TJ Maxx 1986 - 1989
PepsiCo 1983 - 1986
Skills
Financial Modeling, Series 7, Analytics, Financial Analysis, Financial Services, Investments, Data Visualization, Equities, Finance, Leadership, Strategy
Education
Cornell University - S.C. Johnson Graduate School of Management 1981 — 1983
MBA, Finance
Bucknell University 1977 — 1981
BA, Economics and Math
Citigroup August 2005 - Present
DEUTSCH ASSET MANAGEMENT February 2004 - August 2005
PFPC, INC November 2001 - February 2004
Fidelity Investments July 2001 - November 2001
Fidelity Investments May 2000 - July 2001
Fidelity Investments January 1999 - May 2000
Education
Bryant University
Bachelor of Science, Business Administration; Marketing
NORTHEASTERN UNIVERSITY
Master of Science, Leadership; Financial Markets and Institutions
AJ Oster May 2014 - Present
Kenney Manufacturing Company January 2008 - May 2014
Fidelity Investments May 2006 - October 2007
Harbor Hill Technology April 2005 - April 2006
Bridge Technical Solutions January 2004 - April 2005
Covansys April 1997 - April 2003
Skills
Talent Acquisition, Employee Relations, Performance Management, Organizational..., Change Management, Leadership, Business Strategy, Business Acumen, Applicant Tracking..., Technical Recruiting, Sourcing, Recruiting, Onboarding, College Recruiting, Talent Management, Succession Planning, Team Building, Consulting, Interviews, Employee Benefits, Cross-functional Team...
Education
Bryant University 2013 — 2013
University of Rhode Island 1995 — 1999
MBA, Business Administration and Management, General
University of Vermont 1984 — 1988
BS, Business Administration
Cisco Systems May 2012 - Present
DentaQuest June 2007 - May 2012
OnProcess Technology January 2005 - May 2007
Commex Communications January 2001 - July 2005
Agilent Technologies February 2000 - April 2001
Fidelity Investments July 1996 - December 1999
Skills
Data Extraction, Business Intelligence, Microsoft SQL Server, Analysis, Windows, Oracle HR, Relational Databases, Access, Visio, Data Analysis, Database Administration, SharePoint, Business Analysis, Software Documentation, Requirements Analysis, Visual Basic, SQL, Process Improvement, MS Project, T-SQL, Vendor Management, Testing, Requirements Gathering, Oracle, SDLC, Security, Data Warehousing, Six Sigma, Business Objects, Leadership, Software Project...
Education
Southern New Hampshire University 2008 — 2009
Global MBA, International Business, GPA: 4
Southern New Hampshire University 2005 — 2008
BSc, Business Administration [Technical Management], Magna Cum Laude: GPA 3.7
Penn Foster College, Scranton PA 1993 — 1995
Master Computer Programming, Computer Science
Bunker Hill Community College 1991 — 1992
Electronics Technolgy, Electrical and Electronics Engineering, GPA: 3.9
RBS Citizens April 2011 - Present
Bank of America October 2009 - April 2011
Banc of America Investments 2008 - October 2009
Bank of America 2005 - July 2008
banc of america investments 2000 - 2005
Fidelity Investments 1996 - 1997
Skills
Banking, Project Management, Leadership, Mortgage Lending, Retail Banking, Credit, Management, Sales, Call Centers, Training, Risk Management
Education
Isenberg School of Management, UMass Amherst 2006 — 2009
MBA, Business Administration
Bryant University 2004 — 2005
Certificate in Financial Planning, Financial Planning
Southern New Hampshire University 1990 — 1994
Bachelor of Science (B.S.), Economics/Finance
Analog Devices January 2012 - Present
Data Intensity January 2011 - January 2012
Analog Devices 2001 - January 2011
Fidelity Investments 1999 - 2001
Fidelity Investments 1999 - 2001
Skills
Disaster Recovery, Cisco Technologies, Data Center, VMware, Active Directory, WAN, Network Design
Education
Bryant University 1997 — 2001
BS, Computer Information Systems
Fidelity Investments June 2013 - Present
Fidelity Investments August 2011 - June 2013
Fidelity November 2006 - July 2011
Skills
Economics
Education
Drexel University 2008 — 2013
Master's degree, Library and Information Science, 3.82
Bryn Mawr College 2002 — 2005
Master's degree, History of Art
Bryn Mawr College 1997 — 2001
Bachelor's degree, History of Art
Fidelity Investments January 2009 - Present
Fidelity Investments January 2000 - January 2008
Fidelity Investments January 1998 - January 2000
KHJ Integrated Marketing January 1997 - January 1998
EMI Strategic Marketing January 1995 - January 1997
Skills
Integrated Marketing, Financial Services, Mutual Funds, Series 7, Analytics, Relationship Management, Segmentation, Strategy, Retirement, Investments, Product Management, Marketing Strategy, Direct Marketing, Thought Leadership, Wealth Management
Education
Georgetown University - The McDonough School of Business 1993 — 1995
MBA
Bryn Mawr College 1986 — 1990
Bachelor of Arts, Cum Laude
Rumon Fair Haven Highschool
Rumon Fair Haven Highschool
State of Utah June 2004 - Present
Christensen & Jensen September 2000 - June 2004
Fidelity Investments December 1995 - August 1997
Aetna Life and Casualty May 1993 - September 1995
Skills
Litigation, Civil Litigation, Legal Writing, Securities Regulation, Securities Litigation, Commercial Litigation, Legal Research, Appeals, Securities, Mediation, Arbitration, Corporate Law, Corporate Governance, Trial Practice, Trials, Courts, Fraud, Administrative Law, Westlaw, Internal Investigations, Trade Secrets, Criminal Law, Legal Assistance, Document Review
Education
University of Utah S.J. Quinney College of Law 1997 — 2000
J.D., Law
Bucknell University 1989 — 1993
B.A., Spanish / Political Science
BU Madrid
Fidelity Investments July 2013 - Present
Fidelity Investments January 2010 - Present
Fidelity Investments 2007 - 2010
Fidelity Investments May 2006 - April 2007
Thrivent Financial for Lutherans September 2005 - May 2006
Thrivent Financial for Lutherans September 2001 - June 2005
Skills
Investments, Series 63, Sales, Series 7, Cold Calling, Management, Sales Presentations, Business Planning, Sales Operations, Retirement Planning, Mutual Funds, Retirement, 401k
Education
Industry Certifications 2010 — 2011
CRPS®
Bryant University 2001 — 2005
Bachelor of Science, Business Administration; Financial Services
Shrewsbury High School 1998 — 2001
Fidelity Investments May 1998 - July 2013
Uniforce 1995 - 1998
Comforce 1995 - 1998
Newsday 1976 - 1994
Skills
Vendor Management, Management, SDLC, Integration, Agile Methodologies, Business Analysis, Software Project..., Process Improvement, Analysis
Education
Bryant University 1964 — 1968
B.S., Accounting
Fidelity Investments June 2000 - May 2009
Education
Bryant University 1994 — 1998
bachelors, CIS and Marketing
Fidelity Investments July 1997 - Present
Data General 1982 - 1993
Skills
COBOL, JCL, DB2, SQL, CICS, CICS MAINFRAME..., EZTRIEVE, XML, MQ, DEBUG, INTERTEST, SMARTTEST, SOATest, TOAD, RD/Z, MVS/ESA, RTC, TSO, SDSF, VISIO, POWERPOINT, MS PROJECT, FSDM, AGILE, WATERFALL
Education
Bryant University 1985 — 1990
Bachelor of Science (BS), Business Administration, Management and Operations
EMC 2010 - 2014
Consultant 2008 - 2009
EMC 2007 - August 2008
EMC 2002 - 2007
EMC 2001 - 2002
EMC 1999 - 2001
Fidelity Investments 1997 - 1999
CLAM Associates 1993 - 1997
The Weitz Company 1985 - 1990
Skills
Program Management, Project Management, Resource Management, Business Analysis, Software Documentation, Windows, Event Planning, Management, Integration, MS Project, Visio, Outsourcing, Oracle, IT Service Management, Project Planning, Budgets, Six Sigma, Disaster Recovery, Business Intelligence, Business Process, Business Process..., CRM, Cross-functional Team..., IT Management, ITIL, Process Improvement, Project Portfolio..., SDLC, Team Leadership, Cloud Computing
Education
Dean College 2010 — 2015
Bachelor of Business Administration (B.B.A.), GPA 3.7
Bunker Hill Community College 1996 — 1997
Roger Williams University 1984 — 1985
Dean College
Business Management Certification
Dean College
Business, Management, Marketing, and Related Support Services
Wealth Management Industry Strategic AdvisorSilver Bridge Advisors2009 - 2012
Fidelity Investments 1993 - 2001
The Boston Company 1984 - 1993
Skills
Wealth Management, Asset Allocation, Financial Services
Education
Simmons College - Simmons School of Management 1981 — 1984
MBA, Management
Bucknell University 1976 — 1980
BA, International Relations
Liberty Mutual Insurance March 2015 - Present
Liberty Mutual Insurance December 2011 - March 2015
Liberty Mutual Insurance August 2012 - September 2014
Liberty Mutual May 2009 - December 2011
Fidelity Investments January 2008 - March 2009
Skills
SDLC, SharePoint, Visio
Education
Bryant University 2005 — 2008
BSBA, Computer Information Systems
Dallas AfterSchool Network May 2007 - Present
Spectrem Group 2002 - 2005
J.P. Morgan Private Bank 1999 - 2001
Fidelity Investments 1995 - 1998
Education
Bucknell University 1988 — 1992
BA, Economics
The Madeira School 1985 — 1988
Baby Basics, Inc. HR ManagerMicrosoft1998 - 2002
Fidelity Investments 1994 - 1998
Skills
Fundraising, Non-profits, Nonprofits, Human Resources, Community Outreach, Leadership Development, Public Relations, Healthcare, Grants, Public Speaking
Education
Bucknell University 1987 — 1991
BA, English
University of Minnesota - Carlson School of Management
MAIR, HR
Fidelity Investments May 2012 - Present
Bryant University September 2011 - May 2012
Fidelity Investments May 2011 - May 2012
Stop & Shop August 2006 - April 2012
Stop and Shop August 2006 - April 2012
Education
Bryant University 2008 — 2012
Bachelor of Science (BS), Finance
Synta Pharmaceuticals 2007 - 2009
Parish Growth Partners January 2004 - April 2006
Fidelity Investments October 1998 - January 2003
Education
INTERNAL - EXTERNAL TRAINING 2007 — 2008
Middlesex Community College 1984 — 1985
Secretarial Certificate Coursework
Bunker Hill Community College 1983 — 1984
Secretarial Certificate Coursework
Clarkson Davis October 2015 - Present
Dallas Afterschool April 2007 - June 2014
Spectrem Group 2002 - 2005
Enron Energy Services January 2001 - November 2001
J.P. Morgan 1999 - 2001
Fidelity Investments 1995 - 1998
Skills
Non-profits, Fundraising, Volunteer Management, Community Outreach, Nonprofits, Grant Writing
Education
The Madeira School 1995 — 1998
Bucknell University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Fidelity Investments October 2009 - Present
Bank of America Investments June 2006 - March 2009
Skills
Sales, Financial Services, Series 7, Series 9, Series 10, Retirement Planning, Relationship Management, Asset Allocation, Financial Planning, Leadership, Wealth Management
Education
San Francisco State University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Bryant University 2002 — 2006
BS, Business/Finance
Fidelity Investments
Skills
SQL, Java, Agile Methodologies, Microsoft Office, Software Development, Microsoft Excel, JavaScript, SDLC, XML, Business Analysis
Education
Bucknell University 1962 — 1966
Business Administration and Management, General
Santander Bank March 2014 - Present
Fidelity Investments 2013 - Present
Fidelity Investments July 2007 - Present
Providence, RI 2013 - January 2014
Providence, RI 1992 - 1997
Skills
Administrative..., Microsoft Excel, Microsoft Office, Microsoft Word, Research, PowerPoint, Management, Budgets, Social Media, Training, Time Management, Access, Public Relations
Education
Roger Williams University 2003 — 2004
Took law classes (no degree earned), Criminal Justice and Corrections
Bryant University
Associate's degree, Business Administration and Management, General
Aegis Capital 2014 - Present
Bishop, Rosen & Co., Inc. 2009 - 2014
TD Bank 2008 - 2009
Fidelity Investments 2001 - 2008
Skills
Series 7, Alternative Investments, Investments, Portfolio Management, Equities, Asset Managment, Hedge Funds, Derivatives, Capital Markets, Financial Modeling, Saving for Education, CRPC, Series 63, Mutual Funds, Wealth Management, Fixed Income, Investment Strategies, Investment Advisory, Separately Managed..., IRAs, Fixed Annuities, Financial Analysis, Life Insurance, Options, ETFs, Wealth Management..., Structured Products, High Net Worth..., Long-term Care, Equity Trading, Equity Research, Equity Derivatives, Securities, Investment Management, Retirement Planning, Asset Allocation, Strategic Financial..., Bonds, 529 Plans, 401k Rollovers, Variable Annuities, Trading, Municipal Bonds, Risk Management, Asset Management, Wealth, Private Banking, Institutional..., Financial Structuring, Private Placements
Education
Bryant University 1998 — 2002
Bachelor of Science (BS), Finance and Financial Management Services
Liberty Mutual Insurance August 2014 - Present
Liberty Mutual Insurance September 2013 - August 2014
Bryant University May 2012 - August 2013
Bryant University August 2011 - May 2012
Bryant University 2012 - 2012
Gem Plumbing, Heating & Electric September 2011 - November 2011
Granite State Credit Union June 2008 - August 2011
Fidelity Investments June 2006 - July 2006
Skills
Social Media Marketing, Team Leadership, Public Speaking, Presentation Development, Microsoft Office, Data Analysis, Information Technology
Education
Bryant University 2012 — 2013
Master of Business Administration (M.B.A.), Global Supply Chain Management
Bryant University 2008 — 2012
BSBA, Marketing
LabCorp June 2011 - Present
LabCorp July 2006 - June 2011
Collaborative Consulting November 2005 - June 2006
Blackrock Investments July 2005 - November 2005
Fidelity Investments April 2004 - July 2005
Fidelity Investments June 2000 - December 2002
Chase Manhattan Bank August 1998 - June 2000
Skills
Business Intelligence, Cognos, Data Warehousing, SDLC, Business Analysis, Process Improvement, Requirements Gathering, Requirements Analysis, Software Project..., SQL, Agile Methodologies, Project Management, Analysis, Access
Education
Bryant University 2002 — 2004
MSIS, Information Systems
Bryant College 1990 — 1994
BS, Business Management
Independent Security Evaluators October 2014 - Present
Veracode October 2012 - November 2014
Booz Allen Hamilton June 2011 - October 2012
Bryant University January 2008 - May 2011
Fidelity Investments 2010 - 2010
Skills
Penetration Testing, Application Security, Computer Security, Software Development, Web Development, Systems Engineering, Python, Java, Reverse Engineering, Malware Analysis, Linux, Mobile Security, Vulnerability Research, Code Review, Exploitation, Fuzzing, x86, C, Cryptography, C++, DRM
Education
Bryant University 2007 — 2011
Bachelor of Science, Computer Science & Business Administration
RBC Capital Markets May 2011 - Present
FBR Capital Markets May 2005 - May 2011
Fidelity Investments 1997 - May 2005
Education
Bryant University 1994 — 1998
Plymouth North HS