Fidelity Company
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. Customer service: 0800 414161 CEO: Abigail Johnson (13 Oct 2014–) Assets under management: 2.1 trillion USD (2017) Headquarters: Boston, Massachusetts, United States Revenue: 18.2 billion USD (2017) Parent organization: FMR LLC
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531 Fidelity employees in database. Find out everything there's to know about Fidelity 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 Employees
Fidelity July 2013 - Present
Condrey Corporation January 2012 - August 2012
Intelligent Devices Inc May 2010 - May 2011
Skills
Software Development, Software Design, C++, Visual Studio, Visual Basic, Java, Python, C#, VMware Workstation, Windows, Linux, Mobile Applications, Microsoft SQL Server, SQL
Education
Clemson University 2008 — 2013
Bachelor of Science (BS), Computer Science
Fidelity April 2015 - Present
CornerStone Real Estate 2014 - April 2015
Skills
Microsoft Office, Customer Service, PowerPoint, Social Media, Team Building, Event Planning, Administrative..., Time Management, Research, Budgets, Training
Education
Keller Graduate School of Management of DeVry University 2014 — 2015
MBA with a conentration in International Business, 4.0
Campbell University 2010 — 2013
Bachelor's Degree, Major: Business Administration; Minor: Psychology, 3.85
Coastline Community College 2008 — 2010
Associate's Degree, Human Services, 3.73
Allen & Gerritsen September 2015 - Present
Hill Holliday November 2013 - September 2015
PJA Advertising + Marketing August 2011 - November 2013
Hill Holliday November 2007 - August 2011
PJA Advertising + Marketing April 2006 - November 2007
Fidelity August 2004 - April 2006
The VIA Group 2003 - 2004
Mullen 2000 - 2003
Skills
Integrated Marketing, Digital Strategy, Interactive Marketing, Advertising, Creative Strategy, Digital Marketing, Interactive Advertising, Direct Marketing, Mobile Marketing, Online Advertising, Strategic Planning, Email Marketing, Media Planning, Strategy, Direct Mail
Education
Boston University 1998 — 2001
MA, Communications
The Ohio State University 1993 — 1995
The Ohio State University
UnitedHealth Group April 2008 - Present
United Health Group April 2008 - September 2009
Fidelity October 2007 - February 2008
Skills
Customer Service, Microsoft Excel, Management, Analysis, Project Management, Access, Outlook, HIPAA, Medicare, Healthcare, Health Insurance
Education
Cardinal Stritch University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Fidelity Investments June 2013 - Present
Fidelity Investments November 2010 - June 2013
Fidelity Investments September 2008 - December 2010
Fidelity June 2004 - September 2008
Fidelity Investments June 2001 - June 2004
Fidelity Investments May 1999 - June 2001
Maverick Investment Technologies 1997 - 1999
Education
Bryant University 1995 — 1999
RMD Group January 2015 - Present
FLUXX San Diego January 2010 - January 2015
modishsociety September 2008 - January 2015
Anderson Audio Visual July 2006 - July 2008
iMakeNews January 2002 - June 2003
Deloitte & Touche June 2001 - October 2002
Fidelity 1999 - 1999
Skills
Strategic Partnerships, Social Media, Copywriting, Marketing, Strategy, Event Planning, B2B, SEM, Event Management, Business Development, Sales, New Business Development, Facebook, Budgets, Online Advertising, Digital Marketing, Social Networking, Online Marketing, Digital Media, Corporate Branding, Management, Marketing Communications, Social Media Marketing, Entrepreneurship, SEO, Account Management, Brand Development, Email Marketing, Creative Strategy, Marketing Strategy, Public Relations, Advertising
Education
Bentley University 1997 — 2000
BS, Accounting Information Systems
Saint Michael's College 1995 — 1997
Environmental Science
Navisite April 2014 - Present
SunGard February 2008 - November 2013
Fidelity 2004 - 2007
Investors Bank & Trust 2001 - 2004
Union Bank 1999 - 2000
Transamerica Life 1996 - 1999
Bank of America 1994 - 1996
First Interstate Bank – Real Estate Division 1989 - 1994
RAND Corporation 1984 - 1989
Skills
Program Management, Agile Methodologies, PMO, Business Analysis, Enterprise Software, Strategy, SDLC, Budgets, Requirements Gathering, Product Development, Scrum, Project Management, Full SDLC, Software Project..., Requirements Analysis, Software Development, Management, Vendor Management, Financial Services, Certified Scrum Master..., PMI, Leadership
Education
California State University-Los Angeles
Bachelor of Science (BS), Finance
PrimeLending November 2014 - Present
Fidelity Investments October 2014 - November 2014
Fidelity March 2014 - October 2014
Capital One June 2010 - October 2013
Bank of America June 2007 - October 2009
Landsafe Appraisal February 2005 - June 2007
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, Residential Mortgages, Refinance, Financial Services, FHA, Credit Analysis, VA loans, Investments, Risk Management, Underwriting, Portfolio Management, FHA financing, Finance, Consumer Lending, Customer Service, Communication, Employee Training, Management, Computer Proficiency, Adaptability, Process Improvement, Research, Requisitions, Reporting & Analysis, Mortgage Underwriting, Mortgage Servicing, Sales
Education
University of Phoenix 2010 — 2015
Master of Business Administration (MBA), Global Economics, B
Butler County Community College 2000 — 2004
Associate's degree, General Studies, A
Sterling College 2000 — 2004
Bachelor of Arts (BA), Political Science and Government
Washburn University 2000 — 2000
Collaborative Consulting May 2015 - Present
Suzanne Perry August 2014 - Present
Summit Consulting February 2014 - August 2014
Fidelity January 2004 - July 2013
The Arts Exchange 2003 - 2004
Health Strategy Consulting 1999 - 2004
The Newport Summit 1999 - 2004
Health Business Partners 1998 - 2003
UnumProvident 1997 - 1999
Discovery Channel 1995 - 1996
Skills
Editing, Marketing Communications, Business Strategy, Strategic Communications, Leadership, PowerPoint, PowerPoint Expert, Company Presentations, Executive Presentations, Strategic Consulting, C-Level Presentations, Internal Communications, Visual Storytelling, Strategic Planning, Project Management, Advertising, Marketing Strategy, Strategy, Management
Education
Michigan State University 1985 — 1988
Bachelor of Arts, Communications
Bryant University 2008 — 2008
PMP, Project Management
Rhode Island School of Design 2012 — 2012
Adobe Photoshop
L'Academie de Cuisine 1997 — 1997
CCT, Culinary Arts
Westwood High School 1980 — 1984
Diploma
NYC DPR 2014 - Present
PwC 2014 - 2014
McGladrey January 2012 - October 2013
CheetahMail, an Experian Company May 2008 - April 2010
Wells Fargo November 2007 - May 2008
FORA.tv November 2007 - February 2008
EMC April 2006 - August 2006
Fidelity October 2005 - May 2006
Skills
E-commerce, Consulting, Strategy, Business Analysis, Risk Management, Business Process..., Internal Audit, GAAP, Analytics, Business Development, Project Management, Financial Services, Financial Modeling, Financial Analysis, Strategic Planning, Auditing, Finance, Accounting, Competitive Analysis, Analysis, Budgets, Customer Acquisition, Management, Financial Accounting, Financial Risk, Sarbanes-Oxley Act, Internal Controls, Business Planning, Financial Reporting, Market Research, Management Consulting, Business Strategy, Product Marketing, Mergers & Acquisitions, CRM, Online Marketing, Start-ups, Marketing, Corporate Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA
IE (Instituto de Empresa) 2006 — 2006
Long Island University, C.W. Post Campus
BSBA
Continuing Professional Education (CPE)
SunEidson 2015 - Present
Clean Power Finance March 2013 - April 2015
Clean Power Finance October 2011 - March 2013
Wells Fargo - Principal Investments Group February 2011 - October 2011
John Hancock December 2009 - February 2011
Fidelity Investments July 2005 - December 2009
Fidelity July 2005 - July 2008
General Investment & Development, LLC April 2004 - June 2005
Skills
Portfolio Management, Financial Statements, Corporate Finance, Finance, Valuation, Analysis, Bloomberg, Accounting, Capital Markets, Financial Analysis, Financial Modeling, Asset Management, Investments, Fixed Income, Cash Management, Derivatives, Internal Controls, Financial Services, Securities, US GAAP, Mutual Funds, Cash Flow, Access, Fund Accounting
Education
Boston University - School of Management 2007 — 2010
MBA, Finance & Economics
University of Kentucky 1995 — 2000
BBA in Finance, Minor in Geography
Franklin County High School 1991 — 1995
High School
Maggie's Allie July 2012 - Present
Fidelity February 2009 - Present
Bethel Local Schools 2013 - Present
University of Dayton February 2015 - Present
United Planet 2011 - 2012
Upper Valley Medical Center February 2005 - February 2011
Huber Health Center February 2005 - February 2009
Licking Memorial Hospital May 2002 - February 2005
Skills
Nursing, Registered Nurses, Cpr Certified, Healthcare, Health Education, Clinical Research, Patient Education, Wellness, Nutrition, Pediatrics, Treatment, Reiki, Pain Management, bee keeping, Entrepreneurship, soap making, Acrylic Painting, BLS, ACLS, Sewing, Hospitals, Critical Care, CPR Certified, Emergency Room, Home Care
Education
Wright State University 2009 — 2011
Bachelor of Science (BS), Nursing
Central Ohio Technical College 1999 — 2002
ADN, Registered Nursing/Registered Nurse
Cerebral Palsy of Massachusettes December 2007 - Present
Fidelity February 2010 - July 2010
D'angelo's August 2007 - November 2009
Stop & Shop September 2008 - September 2009
Education
Lincoln Technical Institute-Somerville 2013 — 2014
Certification, Medical/Clinical Assistant
Lincoln Technical Institute-Somerville 2013 — 2014
Certification, Medical/Clinical Assistant
Cambridge College 2009 — 2010
B.S, Business Management
Roxbury Community College
G.E.D Certificate
Attleboro High School 2004 — 2006
Codman Academy
Intralinks 2014 - Present
Wolters Kluwer 2013 - 2014
J.P. Morgan 2010 - 2012
Fidelity 2007 - 2010
State Street 1999 - 2006
Deloitte & Touche 1996 - 1999
Skills
Product Management, Strategy, Product Development, Competitive Analysis, Analytics, Product Marketing, Market Analysis, Market Research, Business Case, Product Launch, Pricing, Cross-functional Team..., Enterprise Software, Product Roadmap, SDLC, Software as a Service, Go-to-Market, Relationship Management, Customer Focus Groups, Customer Advisory Boards, Sales Enablement, Vendor Management, Strategic Planning, User Experience, Agile Methodologies, Segmentation, Business Requirements, Analysis, Mutual Funds, Management
Education
Boston University Graduate School of Management
MBA, Strategy
University of Rhode Island
Bachelor of Arts, Communications & Economics
Pragmatic Marketing
Certified Level 5
Staples February 2007 - Present
Maxtor/Quantum August 1997 - December 2001
Raytheon November 1995 - August 1997
Bose Corporation May 1993 - June 1995
Fidelity 1991 - 1992
Skills
Sourcing, Talent Acquisition, Interviewing, Full-cycle Recruiting, Applicant Tracking..., Internet Recruiting, SDLC, Temporary Placement, College Recruiting, Screening Resumes, Interviews, Technical Recruiting, Sales, Benefits Negotiation, Onboarding, Screening, Recruiting, Staffing Services, Contract Recruitment
Education
Boston College - Carroll School of Management 1988 — 1991
BS, Human Resources
HR Works, Inc. April 2012 - Present
SFK 2011 - Present
Bank of America June 2006 - May 2007
Fidelity 2003 - 2005
Hay Group 2000 - 2003
Skills
Executive Coaching, Career Development..., Behavioral Interviewing, Organizational..., Training Delivery, Interview Preparation
Education
Harvard University Graduate School of Education 1998 — 1999
EdM, Psychology
Bucknell University 1992 — 1996
B.A., Psychology and Spanish
Fidelity Investments February 2012 - Present
Fidelity Investments May 1986 - October 2010
Fidelity 1986 - October 2010
Fidelity Service Company May 1986 - April 1993
Fidelity Service Company May 1986 - February 1989
United States Air Force September 1976 - August 1980
Skills
Business Analysis
Education
Bridgewater State University 1983 — 1986
BS, Managment
Massasoit Community College 1980 — 1982
State Street Corporation March 2014 - Present
State Street Corporation March 2011 - March 2014
New York Life Retirement Plan Services September 2009 - March 2011
Fidelity August 2006 - June 2009
Fidelity Investments March 2003 - August 2006
Fidelity Investments August 1999 - March 2003
Fidelity Investments March 1997 - November 1999
Hill Holliday March 1993 - March 1997
Skills
Product Management, Strategy, Marketing Strategy, Segmentation, Portfolio Management, Financial Services, Analytics, Competitive Analysis, Cross-functional Team..., Business Analysis, Product Marketing, Strategic Partnerships, Vendor Management, Business Strategy, Mergers & Acquisitions, Program Management, Business Development
Education
University of Pennsylvania - The Wharton School 2003 — 2006
Continuing Education, Securities Industry Institute
Boston University Questrom School of Business 1998 — 2000
MBA, Business Management Program
University of Wisconsin-Madison
Bachelor of Arts (B.A.)
Oracle April 2012 - Present
Northern Trust November 2008 - May 2012
Accenture LLC July 2007 - September 2008
RK Management Consultants August 2001 - July 2007
Havi Global Solutions- McDonalds November 2006 - June 2007
Fidelity November 2005 - October 2006
New York Stock Exchange July 2005 - October 2005
Chicago Board of Trade March 2005 - June 2005
Northwestern Mutual February 2003 - March 2005
Sun Microsystems December 2001 - January 2003
Skills
Capacity Planning, Linux, Server Consolidation, High Availability, Servers, Cluster, Enterprise Architecture, Solution Architecture, Disaster Recovery, Unix, Virtualization, Data Center, VMware, Oracle, Pre-sales, Infrastructure, PMP, Cloud Computing, Operating Systems, Architecture, Solaris, Storage, ITIL, Databases, Performance Tuning, IT Management, Integration, SAN, Security, System Administration, Enterprise Software, Storage Area Networks, Architectures, AIX
Education
University of Engineering and Technology, Lahore 1995 — 1997
BE, Mechanical
The University of Lahore 1993 — 1995
MBA, Marketing
Northeastern Illinois University
MSC, Computer Science
Fidelity Investments January 2011 - Present
Fidelity July 2010 - December 2010
Sun Life Financial June 2009 - August 2009
Skills
Business Analysis, Requirements Gathering, Process Improvement, SDLC, Requirements Analysis, Business Requirements, Visio, Agile Methodologies, User Acceptance Testing, SQL, Software Project..., Vendor Management, Microsoft Office, HTML, Fixed Income, Backlog Management, Product Ownership
Education
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Computer Information Systems
Raytheon October 2011 - Present
Affiliated Computer Services/Xerox April 2009 - October 2011
Fidelity September 1999 - March 2009
CIGNA 1997 - 1999
Aetna Health Plans 1988 - 1996
Education
Boston College 1984 — 1988
Bachelor of Arts (B.A.)
Rensselaer Polytechnic Institute - The Lally School of Management and Technology
MBA
Salutary Data LLC. September 2015 - Present
NetProspex Inc. (acquired by D&B Jan 2015) August 2009 - June 2015
Platinum Data June 2006 - July 2009
OneSource Information Services June 2004 - November 2004
OneSource Information Services August 1994 - December 2003
Fidelity March 1993 - July 1994
Skills
Team Management, SaaS, Corporate Development, SDLC, Partner Management, Strategic Partnerships, B2B, Start-ups, Management, Strategy, Business Development, Mergers, Product Management, Project Management, Business Planning, Mergers & Acquisitions, Leadership, Sales, Lead Generation, Integrated Marketing, Contract Negotiation, Legal Documents
Education
Tufts University 1979 — 1983
B.A.
Babson College 1986 — 1989
MBA, Finance
Fideltiy Investments 2011 - Present
Devonshire Investors 2007 - 2011
Fidelity 1990 - 2011
Fidelity Investments June 1990 - April 2001
Education
Boston College - Wallace E. Carroll Graduate School of Management 1976 — 1978
MBA, Finance
Notre Dame of Maryland University 1965 — 1969
BA, Mathematics
. October 2012 - Present
Lockton Companies August 2006 - July 2012
EMC Presentation & Consulting August 2004 - July 2006
Pan American 2002 - 2003
Fidelity 1997 - 2001
Skills
Investments, Vendor Management, Financial Services, Retirement Planning, Retirement, Mergers & Acquisitions, Strategic Planning, Business Planning, Customer Service, Management, ERISA, CRM, Project Management, Compliance, Finance, Complex Operations
Education
Abilene Christian University 1992 — 1996
BBA, Finance
Abilene Christian University 1992 — 1996
Bachelor of Business Administration (BBA), Finance
FCHP 2011 - 2012
Fidelity Investments January 2004 - October 2010
Fidelity September 1999 - January 2010
Autologic Information International December 1997 - September 1999
The Palmer Group January 1997 - November 1997
Skills
Unix
Education
Bard College
Bachelor of Arts, Physics
University of Massachusetts Boston
Computer Science
Masimo Corporation June 2011 - Present
Innomed Technologies March 2009 - June 2011
Fidelity 2008 - 2009
Tyco Healthcare/Covidien 2006 - 2008
Tyco (Puritan Bennett) Healthcare, Northeast 2004 - 2006
Tyco (Puritan Bennett) Healthcare, New England 2001 - 2004
Nellcor Puritan Bennett/Mallinckrodt, Northeast 1996 - 2001
Respiratory Home Care/ HealthNet of New England, Putnam, CT 1985 - 1996
Skills
Medical Devices, Market Development, Capital Equipment, Hardware Diagnostics, Clinical Research, Disposables, Healthcare, Hospitals, New Business Development, Sales Operations, Product Development, Sales, Home Care, Business Strategy, Product Launch, Selling, Business Planning, Respiratory Therapy, Product Marketing, Operating Room, Surgeons, Cardiology, Healthcare Industry, Contract Negotiation, Customer Retention, Marketing, Sales Force Development
Education
Kettering College of Medical Arts 1981 — 1983
AS, Respiratory Therapy
Atlantic Union College 1971 — 1977
BA, English
Mount Wachusett Community College 1974 — 1975
AS, Public Communications
Commonwealth Financial Network January 2012 - Present
Capital Analysts of New England December 2009 - January 2012
Fidelity July 1998 - July 2008
Standish, Ayer, & Wood, Inc. May 1993 - July 1998
Skills
Asset Management, Portfolio Management, Financial Planning, Research, Series 7, Mutual Funds, Equities, Investment Advisory, Trading, Wealth Management, Securities, Bloomberg, Series 66, Series 24, Strategic Financial..., Financial Services, Financial Advisory, Asset Managment, Asset Allocation, Investments
Education
Boston University 2008 — 2008
CFP Education Certificate, Financial Planning
Suffolk University - Sawyer Business School 1994 — 1997
MBA, Business
University of Vermont 1988 — 1992
B.S. Business Administration, Marketing/Management
St. John's Prep High School 1984 — 1988
Fidelity January 2006 - Present
Skills
Loans, Real Estate, Investment Properties, Investments, Commercial Real Estate, Apartments, Investors, Finance, Real Estate Transactions, Residential Homes, Sellers, Financial Structuring, Mortgage Banking
Education
Johnson & Wales University 1998 — 2000
MBA, BUSINESS
IHTTI School of Hotel Management Basel 1996 — 1998
Bachelors, Hotel Management
St. Xavier's College 1991 — 1994
Bachelors, Economics
Fidelity 2002 - Present
John Hancock 1996 - 2002
Granite Bank 1995 - 1996
Skills
Leadership, Team Management, Communication, Business Acumen, Presentations, Retirement, Human Resources, Process Improvement, Customer Service, Time Management, High Pressure..., Collaborative Problem..., Flexible Approach, Emotional Intelligence
Education
Boston University 2013 — 2015
Master of Science (MS), Health Communication
Nichols College
BSBA, Business Administration and Management, General
Marian High School 1988 — 1992
Westford Regency Inn Health Club September 2012 - Present
Fidelity February 2009 - Present
Veritude/ Fidelity Investments September 2006 - February 2009
SunGard Financial Systems February 2004 - March 2006
RulesPower Inc., October 2002 - January 2004
Kronos April 1999 - May 2002
Fidelity Investments October 1995 - April 1999
Unisys January 1995 - October 1995
Education
Boston University
MS, Computer Science
Rochester Institute of Technology 1990 — 1993
BS, Computer Science
Choicelinx August 2014 - Present
Cadence Design Systems June 2012 - Present
NuView Systems January 2011 - July 2012
Dassault Systemes March 2009 - January 2011
Fidelity September 2000 - December 2008
Fidelity Investments October 2005 - September 2007
Fidelity HR Services 2005 - 2006
Education
Alfred University 1982 — 1986
BS, Business/MIS
University Of California January 2011 - Present
fidelity September 2005 - November 2009
Quark Systems 2004 - 2005
Quark Systems 2004 - 2005
Education
Acharya Nagarjuna University 2000 — 2003
MCA, MCA
Andhra University 1997 — 2000
BSC, Physics
Fidelity Investments October 2007 - Present
Fidelity April 2001 - October 2007
Fidelity Investments April 1998 - April 2001
Fidelity Investments February 1997 - April 1998
ARMATRON INTERNATIONAL INC. December 1995 - February 1996
Skills
SDLC, Requirements Analysis, User Acceptance Testing, Release Management, Software Development, Program Management, Testing, Unix, JIRA, COBOL, Unix Shell Scripting, Technical Support, Agile Methodologies, Visio, Systems Analysis, SharePoint, Software Documentation, Waterfall, Requirements Gathering
Education
Clark University 1998 — 1999
Certification, Windows NT Administration
Salem State University 1988 — 1994
BS, Accounting
Melrose High School 1985 — 1988
HS Diploma
Fidelity Investments November 2009 - Present
Celebrating Home -Self Employed May 2009 - December 2009
ACN January 2009 - May 2009
Fidelity Investments August 1998 - June 2008
Fidelity 2002 - 2008
Fidelity Investments November 2002 - February 2007
First Data Corporation 1988 - 1998
Education
Bridgewater State University 1984 — 1988
B.S., Early Childhood Education
Two Sigma August 2015 - Present
Johnson & Johnson June 2012 - August 2015
Johnson & Johnson March 2011 - June 2012
Johnson & Johnson July 2009 - March 2011
Johnson & Johnson July 2007 - July 2009
Princeton University August 2005 - July 2007
Tufts University September 2004 - May 2005
Fidelity 2002 - 2004
Education
Boston College 2004 — 2005
M.A, Higher Education Administration
Boston College 2001 — 2004
B.A., Human Development; Double Minors in HR & Communications
Phillips Academy Andover
Pike School
athenahealth June 2011 - Present
Monster Worldwide January 2008 - June 2011
Fidelity 2006 - 2007
Verizon Laboratories 1999 - 2006
GTE Laboratories 1989 - 1999
Skills
Usability Testing, User Experience, Heuristic Evaluation, Card Sorting, Accessibility, User Interface, Contextual Inquiry, Human Factors, Heuristic Analysis, Task Analysis, Usability Engineering, Agile Methodologies, Survey Design, Field Research, Needs Analysis, Persona Creation, Use Case Analysis, Ethnography, User Research, Usability, Persona
Education
Brandeis University
MA, Experimental Social Psychology
Cornell University
BA, Psychology, Biology
Attivio February 2015 - Present
Attivio October 2012 - January 2015
Fidelity December 2008 - August 2012
Fidelity Investments 2003 - December 2008
Fidelity Investments 1999 - 2001
Skills
Software Project..., Agile, Problem Solving, Program Management, Coaching, Web Development, Web Project Management, Agile Methodologies, Enterprise Search, Team Management, Project Delivery, Management, Enterprise Software, SharePoint, SDLC, Vendor Management, Business Intelligence, Requirements Analysis, Leadership, Business Process, ERP, Business Analysis, Software Development, PMP, Unified Information...
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Information Systems
Brandeis University 1980 — 1984
BA, Economics, Cum Laude
Fidelity February 2012 - Present
Lincoln Financial Group April 2008 - February 2012
Paychex 2005 - 2008
Skills
401k, Retirement, Sales, Series 63, Retirement Planning, Mutual Funds, Series 7, Series 6, Pensions, Investments, Fixed Annuities, Defined Benefit, Employee Benefits, Wealth Management, Retirement Plan..., Asset Allocation, Financial Services, Insurance, Salesforce.com, Defined Contribution
Education
California State University-Sacramento 1998 — 2001
Fidelity Investments May 2012 - Present
First Republic Bank March 2010 - March 2012
Acadiasoft Inc August 2008 - August 2009
Information Mosaic March 2006 - April 2008
Fidelity 2000 - March 2006
Exodus 2000 - 2003
Keyport Life Insurance Company March 1997 - May 2000
Fleet Bank of New England 1994 - 1997
Skills
Project Planning, Project Management, Change Management, CRM, Management, Leadership, Software Documentation, Budgets, Product Development, Marketing, Enterprise Software, Business Analysis, SDLC, Vendor Management, Software Project..., Program Management, Requirements Analysis, Agile Methodologies, Business Process..., PMP
Education
Christian Brothers College 1980 — 1985
Raymond James Financial Services, Inc. Member FINRA/SIPC May 2005 - Present
Merrill Lynch December 1999 - May 2005
The MONY Group January 1998 - November 1999
Fidelity August 1996 - January 1998
Skills
Retirement Planning, Investments, Wealth Management, Finance, Customer Service, Strategic Planning, Mutual Funds, Series 7, Trading, Financial Analysis
Education
Westminster College 1997 — 2002
Masters of Business Administration
University of Utah 1994 — 1996
Bachelor of Science, Finance
Brigham Young University 1987 — 1993
Bachelor of Arts, Humanities
GoingOut January 2012 - Present
Big Brothers of Rhode Island January 2010 - Present
Advocacy Solutions January 2008 - Present
Fidelity May 2005 - September 2007
Education
Brown University 2003 — 2007
BA, Political Science
Intel Corporation March 2015 - Present
Boston Biomedical Associates January 2013 - December 2013
Boston Biomedical Associates May 2011 - January 2013
United BioSource Corporation April 2010 - April 2011
Abt Bio-Pharma Solutions, Inc. February 2010 - May 2010
Fidelity June 2008 - November 2008
Amherst College July 2005 - June 2008
Skills
Statistics, R, SPSS, Biostatistics, Stata, Research, Economics, Data Analysis, Statistical Modeling
Education
University of California Los Angeles 2001 — 2005
PhD, Statistics
University of California, Los Angeles 2001 — 2002
M.S., Statistics
California Polytechnic State University-San Luis Obispo 1999 — 2001
B.S., Statistics, minor Economics
Agnes Scott College 1997 — 1999
Mathematics and Economics
Jeppesen September 2011 - Present
Collaboration and knowledge management consultant March 2009 - Present
Jeppesen September 2009 - September 2011
Fidelity June 2008 - February 2009
Syngenta May 2001 - May 2008
Cisco Systems 2000 - 2000
Spencer Stuart 1998 - 2000
Skills
Information Management, Strategic Planning, Knowledge Management, Organizational..., Data Management, Taxonomy, Service Delivery, Coaching, Business Strategy, Change Management, Communities Of Practice, Integration, Leadership, IT Strategy, Cross-functional Team..., Management, Process Improvement, Program Management, Community of Practice, SDLC, Strategy, Project Management, Team Leadership, Analysis, Business Transformation, Leadership Development
Education
Drexel University 1997 — 1998
MS, Library and Information Science
Bucknell University 1992 — 1996
BSME, Mechanical Engineering
AIB College of Business August 2013 - Present
AIB College of Business March 2013 - Present
Brazilian Futebol Art August 2010 - November 2014
Tommy Hilfiger November 2013 - January 2014
Coco & Ermels February 2013 - May 2013
Hotel Chale Das Flores August 2011 - January 2012
Fidelity June 2011 - December 2011
Skills
Foreign Languages, Microsoft Office, Accounting, Administration, Project Management, Team Building, Team Leadership, Relationship Building
Education
AIB College of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.79
vcfo May 2015 - Present
Independent Financial Consultant August 2012 - April 2015
Income Research & Management June 2008 - October 2011
iCache Inc March 2007 - May 2008
Fidelity January 2006 - March 2007
Fidelity Investments August 2004 - February 2006
Fidelity Investments November 2001 - August 2004
Liberty Financial Companies August 2000 - November 2001
Stone & Webster June 1995 - July 2000
Skills
Auditing, Internal Controls, Internal Audit, Financial Analysis, Risk Management, Accounting, Financial Modeling, Financial Services, Due Diligence, AML, Financial Reporting, Financial Statements, CPA, Management, Managerial Finance, Securities, Finance, Project Management, Mergers, Account Reconciliation, Analysis, Mutual Funds, Accounts Payable, Financial Risk, Asset Managment, Business Process..., Forecasting, Tax, Strategic Planning, Start-ups, Derivatives, Valuation, Revenue Recognition, Bloomberg, Budgets, Investments, Portfolio Management, Management Consulting, Mergers & Acquisitions, Corporate Finance, Cash Management, Fixed Income, Asset Management, Equities, Leadership, Cost Accounting, Investment Management, Capital Markets, Alternative Investments, Bonds
Education
Boston College 1998 — 2001
MBA
Bentley University 1991 — 1995
B.S., Accountancy
Toronto General Hospital April 2014 - Present
Canadian Federal Government April 2009 - August 2013
Canadian Federal Government January 2007 - April 2009
City of Toronto April 2005 - October 2006
Fidelity October 2004 - April 2005
CIBC September 2003 - June 2004
AGF Management Limited May 1998 - September 2003
Mackenzie Investments December 1993 - September 2003
J R Freethy Architects 1991 - 1993
Skills
Customer Service, Program Management, Training, Security, Project Management, Policy, Government, Process Improvement, Leadership, Negotiation, Public Speaking, Teaching, Time Management, Research, Team Leadership, Social Media
Education
University of Guelph 2013 — 2013
Certificate, Open Learning
University of Toronto 1988 — 1991
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Carleton University 1987 — 1988
Bachelor of Arts (B.A.)
PetTrax July 2014 - Present
American Tower September 2013 - June 2014
American Tower November 2008 - August 2013
Fidelity June 2006 - November 2008
Lanthorn Technologies April 2001 - June 2006
Razorfish April 2000 - April 2001
BankBoston 1995 - 2000
BankBoston 1990 - 1995
MerchantsBank of Boston 1986 - 1990
MerchantsBank of Boston 1983 - 1986
Skills
Telecommunications, Water, Gas, Business Relationship..., Brokerage, SDLC, Agile Methodologies, Software Development, Team Building, Consulting, IT Strategy, Integration, Cloud Computing, IT Management, Business Intelligence, Product Management, Program Management, Business Analysis, Enterprise Architecture, SOA, Leadership, Information Technology, Vendor Management, Strategy, Start-ups, Management, Enterprise Software, Solution Architecture
Education
Bentley University 1987 — 1989
MS, Computer Information Systems
Merrimack College 1979 — 1983
BS, Business Administration
Mackenzie Investments August 2014 - Present
IBM October 2010 - August 2014
IBM January 2008 - October 2010
Trilogy E-Business Software November 2006 - January 2008
Fidelity February 2006 - October 2006
HCL Technologies August 1998 - February 2006
Modern Technologies Corporation(MTC) July 1997 - August 1998
Skills
People Management, PMP, Resource Management, Software Project..., Program Management, Agile, Project Planning, Android, Requirements Analysis, Project Engineering, Project Finance, Agile Methodologies, Management, Project Management, Scrum, Global Delivery, Oracle, Agile Project Management, Team Management, SDLC, Project Delivery
Education
All India Management Association 2003 — 2005
PGDM, Systems
ASSET 1996 — 1997
Advance Diloma in Software Exports, SE, Java, C++, Oracle
APTECH 1994 — 1996
Hons. Diploma in Information & Systems Management, Foxpro, DBMS, SE, C++
Andhra University 1992 — 1995
B.A., (Public Administration, Sociology, Politics)
Google March 2015 - Present
Santander Bank, N.A. April 2014 - February 2015
Neotys December 2012 - June 2013
Citizens Bank September 2012 - December 2012
MetLife March 2008 - September 2012
Fidelity July 2007 - January 2008
SuccessFactors September 2006 - June 2007
Consultant Services October 2002 - September 2006
Epiphany January 2001 - June 2002
S1 Corporation February 1999 - January 2001
Skills
Access, SQL, Insurance, Project Management, Risk Management, Strategic Planning, Credit, Process Improvement, New Business Development, Business Analysis, Product Development, Team Building, CRM, Databases, Leadership, Testing, Oracle, Financial Services, Enterprise Software, Management
Education
California State University-Stanislaus
MBA, Business Systems
University of California, Santa Cruz
BA, Politcal Science/ Economics
Canterbury Preparatory School
High School Diploma
TheDrillBook.Com July 2013 - Present
HALE GLOBAL CAPITAL SOLUTIONS October 2011 - Present
Hale Global Capital Solutions September 2011 - Present
Global Dental Science January 2010 - August 2012
Hale Venture Capital 2008 - 2011
Hale Financial June 2005 - February 2009
Fidelity January 1995 - December 2000
Skills
Public Speaking, New Business Development, Entrepreneurship, Strategy, Marketing Strategy, Business Strategy, Management Consulting, Strategic Planning, Leadership, - Short Term Real Asset..., -Short term real asset..., - Ability to raise..., Mergers & Acquisitions, Coaching, Sales, Business Development, Marketing, Training, Management, Marketing Communications
Education
Arizona State University 1991 — 1995
Bachelor of Business Administration (BBA), Marketing, Finance
Fidelity March 2004 - November 2008
Harte-Hanks April 1996 - March 2004
Skills
CRM, Strategic Planning, Analytics, Direct Marketing, Database Marketing, Strategy
Education
Bentley University 1989 — 1993
Traiana June 2015 - Present
Traiana May 2013 - May 2015
Traiana June 2011 - May 2013
Traiana April 2010 - June 2011
International Fund Services (Ireland) Ltd, A State Street Company 2005 - 2008
Fidelity 2004 - 2006
Skills
Post Trade Systems, Fix Protocol, Equities, Fixed Income, Options, Trading, Equity Derivatives, FX Options, Back Office, Market Data, Financial Markets, Trading Systems, Electronic Trading, Derivatives, Strategy, Prime Brokerage, Middle Office, Financial Services, Foreign Exchange, Hedge Funds
Education
Arizona State University
State University of New York College at Oneonta
Business Econimics, International Business, Marketing
Victoria University
CVS Health January 2015 - Present
CVS Health October 2013 - December 2014
Blue Cross Blue Shield of Massachusetts August 2011 - October 2013
Blue Cross Blue Shield of Massachusetts October 2010 - August 2011
Fidelity Investments March 2010 - October 2010
Pegasystems December 2009 - March 2010
Fidelity July 2005 - February 2009
Columbia Management January 2005 - June 2005
Evergreen Investments September 2004 - December 2004
Putnam Investments 2002 - 2004
Skills
Storage, Projects, ITIL, Disaster Recovery, Cloud Computing, SDLC, Data Center, Requirements Analysis, Virtualization, Business Analysis, Program Management, Integration, PMP, Unix, Infrastructure, VMware, PMO, Process Improvement, Cross-functional Team..., Security, Project Management, Risk Management, Solaris, Software Development, Strategy, Service Delivery, Management, Product Management, Change Management, Testing, IT Strategy, Vendor Management, System Deployment, Enterprise Architecture, Information Technology, Leadership
Education
New College of California 1992 — 1994
JD (not completed), Law
Columbia College 1989 — 1991
BA, Crinimal Justice Administration
Oakland Community College 1980 — 1982
AAS, Mechanical Engineering
Lahey Hospital & Medical Center March 2015 - Present
UMass Memorial Medical Center July 2013 - February 2015
Beverly Hospital April 2012 - July 2013
Beverly Hospital November 2011 - April 2012
Aviv Centers For Living June 2011 - November 2011
Fidelity June 2009 - August 2010
Vestmark February 2008 - June 2009
ACI Worldwide February 2007 - 2008
P&H Solutions Inc. October 2005 - February 2007
State Street July 2005 - October 2005
Skills
XML, WebSphere Application..., Oracle Administration, Unix, IIS, Phlebotomy, EKG, Nursing, Cpr Certified, Leadership, Oracle, Healthcare, Hospitals, EMR, Patient Safety, Windows, BLS, Inpatient, Acute Care, Registered Nurses, Telemetry, Software Quality..., Web Applications, Databases, HIPAA, Meditech, Quality Assurance, Medicine, Management, Nursing Care, Quality Improvement, Medical/Surgical, Process Improvement, Critical Care, Nurse Practitioners, EHR, Testing, SDLC, Healthcare Management, Home Care, ACLS, Software Documentation, Direct Patient Care
Education
MGH Institute of Health Professions 2010 — 2013
BSN , MSN, Nurse Practitioner - Acute Care
Northeastern University 1999 — 2006
BSBA, Management Information Systems
Boston University - School of Management
Master's, Business Administration
Metalworking Lubricants Company January 2010 - Present
Skoda Minotti 2007 - 2009
Chrysler - KPMG 2005 - 2007
Fidelity 1996 - 2003
Skills
Team Building, Business Development, Due Diligence, Strategy, US GAAP, Sarbanes-Oxley Act, Internal Controls, CPA, Internal Audit, Financial Reporting, GAAP, Financial Management, Manufacturing Operations, Sales Management, Accounting, Financial Analysis, Financial Accounting, General Ledger, Lubricants, Problem Solving, Management, SEC Filings, Finance, Leadership, Auditing, Strategic Planning, Budgets, Sales, Forecasting, Financial Planning, Consulting, Manufacturing, Negotiation, Financial Modeling, New Business Development, Risk Management, Process Improvement, Business Process..., Account Management, Marketing Strategy
Education
University of Michigan School of Business 2003 — 2005
Master, Accounting
Colgate University 1982 — 1986
Bachelor of Arts, English
University School 1975 — 1982
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Progressive Leasing July 2015 - Present
MarketStar April 2013 - June 2015
Regence April 2011 - April 2013
Fidelity February 2007 - April 2011
eBay Inc. April 2002 - July 2007
American Express February 1997 - April 2002
Robert Half International December 1995 - August 1997
Select Staffing November 1990 - December 1995
Skills
Financial Recruiting, Executive Sales..., Full-life Cycle..., Client/Hiring Manager..., Behavioral Interviewing, Passive Candidate..., High-volume Recruiting, BrassRing, Restrac, E-Recruit, Strategic Hiring, Global Talent..., Talent Intelligence, Social Recruiting, Talent Mining, Job Description Creation, Boolean Searching, Meeting Planning, Venue Management, Large Scale Events, Sales Management, Direct Sales, Quota Achievement, Technical Recruiting, Contract Recruitment, Permanent Placement, Project Management, Volunteer Management, Vendor Relationships, Corporate Recruiting, C-level support, Project Coordination, Senior Relocation, Taleo, PeopleSoft, Customer Driven, HR Consulting, HR Policies, Sales Compensation, Employee Relations, Employee Referral..., Screening, Applicant Tracking..., Strategy, Recruiting, CRM, Temporary Placement, Human Resources, Talent Management, Executive Search
Education
California State University-Northridge 1988 — 1991
English
Virgin Galactic November 2013 - Present
Providence Health & Services December 2010 - October 2013
Visionstar, Inc February 2007 - October 2010
Fidelity February 2005 - February 2007
Skills
Benefits Administration, Employee Relations, Onboarding, Payroll, Employment Law, Exit Interviews, Quickbooks, Performance Reviews, Benefits, Policy, HRIS, FMLA, Conflict Resolution, Interviewing, Kronos, Hiring, New Hire Orientation, HR Policies, Workers Compensation, Payroll Processing, Orientation, ADP, Job Descriptions, HR Strategy, Organizational..., Legal Compliance, COBRA, Recruitment/Retention, Performance Appraisal, Organizational..., Compliance, Employee Benefits, Leadership Development, Performance Management, Employee Engagement, Compensation, Applicant Tracking..., QuickBooks, Recruiting, Interviews, Personnel Management, New Hire Orientations, Change Management, Deferred Compensation, Leadership, Employee Handbooks, College Recruiting, Labor Relations, Training, Workforce Planning
Education
California State University-Dominguez Hills 2012 — 2013
PHR, Professional in Human Resources Certification Prep Course
HR Management Certificate 2012 — 2012
Long Beach Non Profit Partnership, August 2012
Centralia Community College
Fidelity Investments September 2008 - Present
Great Source, a division of Houghton Mifflin December 2007 - August 2008
Fidelity August 2006 - November 2006
Fidelity Investments 2000 - 2006
Skills
Marketing Communications, Email Marketing, Financial Services, Vendor Management, Integrated Marketing, Marketing Strategy, Competitive Analysis, Business Analysis, Product Marketing, Marketing Management
Education
Bryant University 1989 — 1993
Bachelor of Science (BS), Marketing
modernEmarkets & Bumblebean 2012 - Present
Berklee Online 2009 - Present
Optaros October 2004 - December 2008
Molecular August 2004 - October 2004
Fidelity August 2003 - August 2004
GTECH November 2002 - March 2003
Viant Corporation October 2000 - October 2002
Testa, Hurwitz & Thibeault, LLP August 1998 - September 2000
Testa, Hurwitz & Thibeault, LLP October 1997 - August 1998
Caroline Records 1991 - 1995
Skills
Interaction Design, Information Design, Information Architecture, Rapid Prototyping, HTML, HTML 5, HTML emails, HAML, CSS3, jQuery, JavaScript, Responsiveness, AJAX, Ruby on Rails, Symfony, Django, Moodle, Twitter Bootstrap, Mobile Design, Drupal, User Experience Design, Wireframes, Usability Testing, E-commerce, Heuristic Evaluation, Ruby, Creative Direction, jQuery UI, Web Application Design, Accessibility, Persona, User-centered Design, Contextual Inquiry, SEO, Git, Visual Design, User Interface Design, Front-end, User Experience, User Interface, Web Development, Usability, CSS, WordPress
Education
Boston University Coporate Education Center 1998 — 2000
Certificate, Development
Boston University 1989 — 1995
B.S., Mass Communications
Xerox HR Solutions, LLC October 2009 - Present
Convergys March 2006 - August 2009
SHPS December 2005 - February 2006
Aon Consulting June 1998 - November 2005
Fidelity April 1997 - June 1998
Wellspring Resources/CitiStreet July 1993 - April 1997
McDonnell Douglas (now Boeing) December 1991 - July 1993
Skills
Project Management, Customer Satisfaction, Testing, Process Improvement, Vendor Management, Outsourcing, BPO, Business Analysis, Change Management, Performance Management, Team Leadership, Operations Management, Business Intelligence, Program Management, Business Process..., PeopleSoft, Call Center, Business Process, Management Consulting, Team Management, Integration, Leadership, Cross-functional Team..., ERP, CRM, Call Centers, Strategy, Human Resources, PMO, Project Portfolio...
Education
Florida Institute of Technology 1992 — 1993
Charleston Southern University 1987 — 1991
BS
SNAP Interactive, Inc. December 2014 - Present
Fidelity September 2012 - May 2014
IBM May 2010 - September 2012
IBM August 2009 - May 2010
Skills
Windows, Unix, Mac OS X, Java, C++, SQL, Oracle, DB2, Eclipse
Education
Boston University 2005 — 2009
Bachelor of Science (B.S.), Computer System Engineering
Bronx Science 2001 — 2005
T-Mobile September 2008 - July 2012
Citizens Bank June 2008 - August 2008
Fidelity May 2006 - February 2008
Fidelity Investments, Fidelity E-Business December 2001 - December 2006
Fidelity Investments December 1997 - December 2001
Skills
Offshoring, People Management, Program Management, SDLC, PMO, Vendor Management, Project Planning, Process Engineering, Management, Business Intelligence, High Performance Teams, Team Leadership, Enterprise Architecture, Integration, ITIL, IT Strategy, Business Process..., CRM, Project Portfolio..., PMP, Analysis, IT Management, Project Management, Software Project..., Financial Services, Resource Management, Waterfall, Governance, Telecommunications, IT Service Management, SharePoint, Process Improvement, Leadership, Visio, MS Project, Outsourcing, Product Management, Strategy, Project Delivery, Strategic Planning, Requirements Analysis, Change Management, Requirements Gathering, Agile Project Management, Quality Assurance, Business Process, Business Analysis, Risk Management, Business Requirements, Agile Methodologies
Education
Boston University
M.A.
The George Washington University
B.A.
Dinan Capital Advisors - f/k/a Ceres Capital Advisors March 2013 - Present
Navigant Capital Advisors October 2010 - October 2013
Navitas Corporate Finance, LLC May 2009 - October 2010
Navigant Capital Advisors, LLC June 2006 - May 2009
Vested Development, Inc. December 1998 - August 2006
Berman Capital, LLC March 2002 - June 2006
Baldwin & Clarke Corporate Finance, Inc. 1998 - 2000
Fidelity 1997 - 1997
Metcalf & Eddy 1994 - 1996
Skills
Private Equity, Mergers, Restructuring, Middle Market, Business Planning, Corporate Finance, Investment Banking, Debt, Capital Raising, Corporate Development, Valuation, Mergers & Acquisitions, Start-ups, Management Consulting, Turn Around Management, Finance, Investments, Financial Modeling, Acquisitions, Due Diligence, Equities, Business Valuation, Financial Services, Capital Markets, Leveraged Finance, Financial Advisory, Divestitures, Financial Structuring
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
MBA, Entrepreneurial Finance
Massachusetts Institute of Technology 1990 — 1994
BS, Environmental Engineering
Fidelity January 2001 - Present
Fidelity August 1996 - January 2001
Fidelity September 1993 - May 1995
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1996
MBA, investments
Villanova University 1988 — 1992
BA, Finance
Phillips Academy Andover
Fidelity March 2006 - September 2006
Aquent June 1998 - March 2006
Beder Health Associates January 1991 - June 1996
Education
Boston College 2000 — 2005
Gurnet Consulting June 2009 - Present
Plexius Group LLC June 2010 - December 2012
EPOCH January 2010 - June 2010
Mercer Global Investments March 2007 - June 2008
Fidelity 1999 - 2007
KPMG December 1996 - December 1999
MFS April 1994 - April 1996
The Boston Company May 1991 - April 1994
C&L 1983 - 1991
Skills
Management Consulting, Investments, Mergers, Process Engineering, Vendor Management, Process Improvement, Business Analysis, Financial Services, Start-ups, Business Process..., Strategic Planning, SDLC, Mergers & Acquisitions, Program Management, Business Strategy, Management, Strategy, Outsourcing, Consulting, Acquisition Integration, Analytics, Leadership, Analysis, Enterprise Architecture, IT Strategy, Executive Management, Business Process, Project Management, Governance, Business Intelligence, Risk Management, Data Warehousing, Enterprise Software, Business Transformation, Cross-functional Team..., Project Portfolio..., CRM, Integration
Education
Harvard Business School 1976 — 1978
MBA
Massachusetts Institute of Technology 1973 — 1974
Masters
Auburn University 1964 — 1968
BS
Neighborhood Health Plan 2008 - Present
Fidelity June 2007 - 2007
Beth Israel Deaconess Medical Center 2007 - 2007
Hasbro 2006 - 2006
Blue Cross Blue Shield of Massachusetts 2005 - 2006
Tufts Health Plan 1997 - 2005
Skills
Performance Management, Employee Relations, Talent Acquisition, Human Resources, Talent Management, Employee Engagement, Management, Operations Management, Vendor Management, Recruiting, Program Management, Process Improvement, Change Management, Sourcing, Organizational..., HRIS, Program Implementation, Healthcare, Applicant Tracking...
Education
Babson College 1988 — 1992
Bachelor of Science (BS), Finance/Investments/QM
Robbins Research International April 2014 - Present
S Design Media September 2005 - Present
Mad Catz July 2013 - November 2013
Illumina August 2012 - June 2013
Boston University's Center for Digital Imaging Arts 2007 - August 2012
WNA Comet August 2006 - April 2008
Fidelity 2000 - 2005
Skills
Instructor-led Training, Web Design, Graphic Design, Digital Design, Classroom Instruction, Training & Development, HTML, XHTML, CSS, Flash, Pre-press, JavaScript, Curriculum Development, PHP, Wordpress, Tumblr, Photoshop, Adobe Creative Suite, Illustrator, Web Development, SEO, Usability, User Interface Design, Accessibility, Dreamweaver, InDesign, HTML + CSS, HTML5, Fireworks, Education, Digital Media, Digital Printing, Social Media, Adobe Fireworks, WordPress, CSS3, ActionScript, HTML 5, CMS, Front-end, Interaction Design, User Experience, QuarkXPress, Graphics
Education
Boston University 2005 — 2006
Graphic and Interactive Design
Wentworth Institute of Technology 1998 — 2000
AET
Merkle June 2011 - Present
Fidelity May 2006 - June 2011
Skills
Data Warehousing, Business Intelligence, Oracle, Data Modeling, PL/SQL, Informatica, Teradata Data Warehouse, Netezza, SSRS, SSIS, ETL, Dimensional Modeling, Database Design, Integration, SQL, Databases, Requirements Analysis, Business Analysis, SDLC
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MSIT, Information Technology
Meerut University - India
MSc, Physics
Sycamore Informatics Inc August 2013 - Present
Epion Health, Inc. June 2013 - Present
RedMica, Inc March 2012 - August 2013
Oracle Corporation October 2010 - February 2012
Phase Forward April 2009 - October 2010
Waban Software Inc October 2001 - April 2009
Veridiem 1999 - 2001
Fidelity 1994 - 1999
AdValue Media Technologies Inc. May 1992 - January 1994
Skills
Product Development, R&D Management, Software Engineering, R&D, Product Management, SaaS, Enterprise Software, Software Development, Integration, New Business Development, SDLC, Embedded Systems, C, SOA, Cloud Computing, Agile Methodologies, Mobile Devices, Java Enterprise Edition, Program Management, Strategic Planning, Business Intelligence, Enterprise Architecture, Requirements Analysis, Start-ups, Software Project..., Cross-functional Team..., Management, Agile Project Management, Analytics, Vendor Management, IT Strategy, Pre-sales, Go-to-market Strategy, Big Data, Professional Services, Strategy, Mobile Applications, CRM, Business Analysis, Solution Architecture, Distributed Systems, Strategic Partnerships, Scrum, Technical Leadership, Scalability, E-commerce, Software Design, System Architecture, PaaS
Education
Boston University 1990 — 1992
MS, EE
Indian Institute of Technology, Delhi 1986 — 1990
B. Tech, EE
Fidelity Investments June 1997 - Present
Fidelity 1997 - Present
Skills
Program Management, Project Portfolio..., Business Analysis, Vendor Management, Software Project..., Business Process..., Process Improvement, PMO, PMP, Requirements Gathering, Cross-functional Team..., Requirements Analysis, Financial Services, Agile Project Management, Business Requirements, Project Management
Education
Assumption College 1985 — 1989
MBA, Business Administration
Bentley University 1980 — 1984
Fidelity Investments January 2006 - Present
Advisory Solutions Technology January 2006 - Present
Fidelity 2005 - 2009
xCo January 2005 - October 2006
Fidelity Investments January 2005 - January 2006
Waterstreet September 2000 - December 2004
Fidelity Investments July 1999 - September 2000
Fidelity Investments July 1997 - July 1999
Fidelity Investments October 1993 - July 1997
The Shareholders Services Group January 1992 - January 1993
Skills
JavaScript, XML, Integration, Web Services, Agile Methodologies, Program Management
Education
Boston College
Certificate, Computer Programming
North Eastern University
North Eastern University
University of Rhode Island
BS, Animal & Veterinarian Science
University of Rhode Island
Bachelor of Science, Animal and Veterinary Science
Fidelity June 2012 - Present
Fidelity Investments September 2010 - Present
Fidleity investments 2003 - Present
Fidelity Investments September 2006 - September 2009
Fidelity Investments April 2003 - September 2006
Shaw Data Services 1993 - 1996
The Boston Company 1986 - 1993
Skills
Project Management, PMP Certified as of..., Management, Quality Assurance, Software Project..., Strategic Planning, SDLC, Vendor Management, Process Improvement, Business Analysis, Program Management, Financial Analysis, Business Process..., Project Portfolio..., CRM, Requirements Analysis, PMP, Requirements Gathering, Agile Methodologies
Education
Bentley University 1981 — 1986
Wurtzel Consulting, Inc. January 2002 - Present
Wurtzel Consulting, Inc. January 2002 - Present
AT&T 2008 - 2010
Fidelity 1995 - 2001
Fidelity Investments 1995 - 2001
Prime Computer 1980 - 1989
Skills
Six Sigma, Business Management, Telecommunications, TQM, Business Process..., Lean Six Sigma, Management, Business Process Design, Program Management, Consulting, Manufacturing, Process Improvement, Training, Product Development, Business Process..., Black Belt, Cross-functional Team..., Integration, Change Management, Management Consulting, Project Portfolio..., Business Process, PMP, Operational Excellence, Business Transformation, IT Strategy
Education
Northeastern University 1970 — 1973
MSEM, Engineering Management
City University of New York City College 1963 — 1968
BEE, Electrical Engineering
Morneau Shepell January 2014 - Present
Fidelity January 2010 - December 2013
Fidelity Investments 2009 - 2009
Fidelity Investments 2005 - 2009
Prudential Insurance 1987 - 1990
Skills
Business Analysis, Process Improvement, Financial Services, Program Management, Requirements Analysis, Project Management, Requirements Gathering, Software Project..., Change Management, Business Requirements, Analysis, Employee Benefits, Software Development, Management, Strategy, SQL, Pensions, Microsoft Excel, Outsourcing, Agile Methodologies, Risk Management, SDLC, Vendor Management
Education
Colorado State University 1981 — 1986
Bachelor's degree, Mathematics specializing in Actuarial Science
Delaware Life January 2014 - Present
Delaware Life 2014 - 2015
SunGard January 2010 - December 2013
Lincoln Financial Distributors 2008 - 2009
Axis Technologies 2006 - 2008
Fidelity eBusiness 2006 - 2007
Fidelity Investments 2004 - 2007
Fidelity 1998 - 2004
Fidelity Investments 1998 - 2004
Skills
Product Management, Project Management, Management, CRM, Team Management
Education
Anna Maria College 1996 — 1997
MS, Quality System Management
University of Rhode Island 1979 — 1984
BS, Mechanical Engineering
Seekonk High School
Sarus Beyond Borders January 2014 - Present
Fidelity Investments 2000 - Present
Fidelity September 1996 - Present
Community Newspaper Co. September 1991 - October 1996
Skills
Editing
Education
Harvard University, John F. Kennedy School of Government 1989 — 1990
M.P.A., Public Administration
Stanford University 1981 — 1982
M.A., Communication, Print Journalism
Bates College 1975 — 1979
B.A., English Literature
Fidelity May 2006 - March 2013
Omgeo 2010 - 2010
First Marblehead 2005 - 2006
Analog Devices, Inc. 1994 - 1995
Skills
Captivate, Instructional Design, Quality Assurance, Agile Methodologies, Quality Center, SDLC, Manuals, Technical Documentation, Technical Communication, Technical Writing, Training, Databases, Program Management, Adobe Acrobat, Online Help, Interviews, Copy Editing, Financial Services, Proofreading, Content Development
Education
Northeastern University 1994 — 1999
Bachelor of Applied Science (BASc), Technical Writing, Summa Cum Laude
Bridgewater State University 1975 — 1979
Bachelor of Arts (BA), English/Philosophy
Fidelity May 2000 - Present
Fidelity Investments 2000 - Present
Education
Acharya Nagarjuna University 1991 — 1995
B.Tech, Engineering
Kaiser Permanente October 2006 - Present
VECN Consultants Inc September 2005 - Present
Genentech 2010 - 2011
Genentech 2010 - 2011
Kaiser Permanent 2008 - 2009
Franklin Templeton Investments March 2006 - September 2006
Toyota September 2005 - February 2006
Kaiser Permanente May 1998 - August 2005
Fidelity June 1997 - April 1998
KLA-Tencor January 1997 - May 1997
Skills
PeopleSoft, PMP, Software Project..., Management, Crystal Reports, Business Intelligence, SharePoint, Software Development, Change Management, HRIS, Project Management, CRM, Leadership, SDLC, Quality Assurance, Vendor Management, Business Process, Business Process..., Requirements Analysis, Business Analysis, Project Portfolio..., ERP, IT Strategy, Requirements Gathering, PMO, Program Management, Visio, Resource Management, IT Management
Education
California State University-East Bay 2007 — 2007
Certificate in Project Management, Project Management
Northwestern Polytechnic University 2000 — 2001
MBA
University of Pune 1986 — 1990
BE Electronics, Engineering
Empyrean Benefit Solutions, Inc. March 2014 - Present
Aon Hewitt September 2013 - March 2014
Fidelity July 2007 - August 2013
Aon Hewitt August 2000 - September 2006
Skills
Performance Management, Talent Management, Business Analysis, Employee Benefits, Financial Services, SDLC, Pension Administration, Benefits Administration, Defined Benefit, Requirements Gathering, Requirements Analysis, Project Management, Consulting, HR Consulting, Quality Assurance, Management, Analysis, Training, Testing, Data Analysis, Human Resources, Leadership, Team Building, Vendor Management
Education
California State University-San Bernardino 1993 — 1997
Bachelor of Arts (B.A.), Business Administration and Management, General
Fidelity Investments ManagerFidelity Investments2004 - Present
Education
Baylor University - Hankamer School of Business 2000 — 2004
Fidelity May 2007 - Present
Fidelity Investments 2005 - 2007
Fidelity Investments 1998 - 2004
Education
Central Michigan University
MS, Administration
Southern Illinois University, Carbondale
BS, Industrial Technology
The George Washington University
Masters Certificate, Information Technology Project Management
Dyn Inc. January 2011 - September 2011
Constant Contact August 2007 - January 2011
Fidelity October 2005 - February 2006
Education
Bentley University 2001 — 2005
BS, Finance, Economics
Fidelity 1998 - Present
Oliver Wyman 1993 - 1997
Skills
Equities, Investments, Portfolio Management, Asset Management, Hedge Funds, Capital Markets, Equity Research, Bloomberg, Valuation, Alternative Investments, Financial Modeling, Banking, Investment Management..., Financial Services, Management Consulting, Strategic Planning, Consumer Lending, Risk Management
Education
INSEAD 1997 — 1998
MBA, BUSINESS
Princeton University 1992 — 1993
MSE, Engineering
Brown University 1988 — 1992
The New York Times November 2007 - Present
Whitehead Institute January 2002 - August 2007
Fidelity 1999 - 2001
Skills
System Administration, Unix, Linux, Databases, TCP/IP, Shell Scripting, Disaster Recovery, Hardware, MySQL, Perl, Apache, OS X, Ubuntu
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1994
Master of Business Administration (MBA), Business
TIAA-CREF April 2012 - Present
Fidelity Investments July 2010 - April 2012
Fidelity September 2004 - July 2010
Education
Kenyon College 1987 — 1991
Bachelor of Arts (BA)
Babson College
Master of Business Administration (MBA)
Fidelity SVP Employment, Learning & DevelopmentIndependence Community Bank2002 - 2006
Skills
Recruiting, Succession Planning, Employee Relations, Onboarding, Leadership, Organizational..., Talent Management, HRIS, Human Resources, Performance Management, Banking, Talent Acquisition, Management, Program Management, Employee Benefits, Strategic Planning, Deferred Compensation
Education
Barnard College 1984 — 1988
Bank of America March 2011 - June 2015
The Hartford 2008 - 2011
MFS Investment Management 2007 - 2008
Fidelity 2006 - 2007
Wachovia Retirement Services 2002 - 2006
Capital Search Group 2000 - 2001
Liberty Funds Group 1999 - 2000
Putnam Investments 1992 - 1999
Skills
Financial Services, Marketing Communications, Corporate Branding, Project Management, Marketing, Direct Mail, Marketing Strategy, CRM, Marketing Management, Digital Marketing, Product Marketing, Social Media Marketing, Integrated Marketing, Market Research, Email Marketing
Education
Bridgewater State University 1984 — 1988
Fidelity Investments March 2011 - Present
Fidelity September 2007 - March 2011
PAREXEL June 2005 - September 2007
Tombolo, Inc. August 2001 - June 2005
Investors Bank & Trust August 1999 - May 2000
Investors Bank & Trust August 1997 - August 1999
Skills
Cross-functional Team..., Program Management, Vendor Management, Relationship Management, Marketing, Process Improvement, SDLC, Project Portfolio..., Business Analysis
Education
Boston University Questrom School of Business 2000 — 2001
MS-MBA, Masters in Business Administration and Masters in Information Systems Dual Degree Graduate Program
University of Vermont 1989 — 1993
BS, Finance
Fidelity Investments May 2014 - Present
Fidelity January 2007 - April 2014
Verizon Wireless August 2003 - December 2006
Unixpros LLC December 1997 - August 2003
NIIT 1995 - 1997
Skills
Quantitative Finance, Fixed Income, Equity Derivatives, Interest Rate..., Credit Derivatives, Financial Risk, Credit Risk, Risk Management, Operational Risk, Operational Risk..., Market Risk, Equity Valuation, Quantitative Research, Quantitative Risk, Compliance Testing, Software Project..., Unix, Requirements Analysis, Systems Analysis, Oracle SQL, Business Analysis, Enterprise Architecture, Core Java, Product Management, Spring, C++, Matlab, SDLC, Agile Methodologies, SQL, SOA, Software Development, Solaris, XML, C
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
Master of Science (MS), Finance
National Institute of Technology Calicut 1991 — 1995
Bachelor of Technology (B.Tech.), Mechanical Engineering
Government Junior College, Srisailam Project 1989 — 1991
Math, Physics, Chemistry
Srisailam Project High School 1984 — 1989
The Baupost Group January 2014 - Present
Fidelity Investments September 2009 - January 2014
Charles River Development June 2008 - September 2009
Fidelity June 2005 - June 2008
JPMorgan 2000 - 2004
Screenhouse 1999 - 2000
american financial systems 1996 - 2000
Skills
Software Quality..., Test Automation, Quality Center, SDLC, Quality Assurance, User Acceptance Testing, Agile Methodologies, QTP, Testing, Waterfall, Test Planning, Test Management, LoadRunner, Requirements Analysis, Performance Testing, Test Strategy, Test Automation..., Test Cases, SilkTest, SoapUI, Device Anywhere
Education
Boston University 1994 — 1996
BA, Mathematics
Fidelity Investments 2005 - Present
Fidelity 2005 - Present
Skills
Requirements Analysis, Agile Methodologies, SQL, Java Enterprise Edition, SDLC, PL/SQL, Software Project..., Unix
Education
Boston University 2009 — 2010
MS, CIS
Fidelity Quantitative AnalystFidelity Investments2007 - Present
MFS Investment Management 1993 - 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1995
MBA, Finance
Fidelity Investments October 2014 - Present
Fidelity October 2004 - October 2014
Fidelity Investments February 2000 - October 2004
Skills
CRM, Investments, Mutual Funds, Financial Services, Fixed Income, Asset Allocation, Trading, Client Services, Relationship Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2002
MBA, Finance
University of Massachusetts, Amherst 1990 — 1994
BS
Fidelity Investments January 2014 - Present
Fidelity December 2011 - December 2013
Fidelity Investments 2006 - November 2011
Skills
SDLC, Requirements Analysis, Agile Methodologies, Requirements Gathering, Vendor Management, Business Analysis, Series 7, Visio, Financial Services, Waterfall, Software Project...
Education
Boston University 2000 — 2001
Certificate Program, Web Page, Digital/Multimedia and Information Resources Design
Suffolk University - Sawyer School of Management 1993 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
Fidelity July 2004 - Present
Fidelity Investments July 2001 - June 2003
Fidelity Investments August 1999 - June 2001
Addison Wesley August 1997 - June 1999
Keane Inc November 1996 - July 1997
CBSI March 1995 - October 1996
CBSI November 1992 - December 1994
Skills
Project Management, Systems Analysis &..., Brainstorm Facilitation, Requirements Gathering, Agile Methodologies, Finance, R
Education
CFA 2008 — 2011
Passed CFA Level 3, CFA
Clark University 2003 — 2006
Master of Business Administration (MBA), Finance, General
A.C College of Engineering 1979 — 1984
Bachelor's degree, Electrical and Electronics Engineering, First Class with Distinction
Fidelity October 2004 - Present
Fidelity Investments (PWI) 2004 - Present
Skills
PMP, PMO, Project Plans, Scope Management, SDLC, Project Management, Project Team Management
Education
Boston College
Fidelity Investments April 2012 - Present
Fidelity Inv May 2010 - Present
Fidelity Investments 1998 - Present
Fidelity 1998 - Present
RTM 2010 - 2011
InterPay 1996 - 1998
InterPay 1996 - 1998
Stream International June 1995 - May 1996
Stream International/Corporate Software 1991 - 1992
Skills
SDLC, Requirements Analysis, Agile Methodologies, Business Analysis, Software Project..., Vendor Management, Program Management, Multi-channel Campaign..., Process Improvement, Requirements Gathering, Visio, Integration, Unica Affinium Campaign, Cross-functional Team..., Project Portfolio..., IT Strategy, Enterprise Architecture
Education
Regis University 2001 — 2003
Master of Science (MS), Data Modeling/Warehousing and Database Administration
Bridgewater State College 1991 — 1995
Bachelor's degree, Political Science and Government
Regis University
Regis University
Regis University
north attleboro high school
Affectiva April 2013 - August 2014
Nexage April 2012 - April 2013
Fidelity Investments July 2011 - July 2011
Intralinks June 2009 - June 2011
Intralinks June 2009 - June 2011
Tom Snyder Inc March 2008 - October 2009
Molecular 2007 - 2008
Fidelity Investments 2006 - 2007
Fidelity 2005 - 2007
IBM Global Services January 2000 - January 2006
Skills
User Experience, Flex, User Interface, RIA, ActionScript, User Interface Design, Information Architecture, Interaction Design, User-centered Design, User Experience Design, Accessibility, Usability, Android, Wireframes, AngularJS, Groovy/Grails API..., Unit Testing, Agile Methodologies, CSS, Front-end, JavaScript, MXML, Mobile Applications, Web Development
Education
Boston University - Metropolitan College 2013 — 2013
n/a, Rich Internet Application Development without Flash, A
Harvard University Continuing Education 2011 — 2011
n/a, Mobile Application Development, B
Massachusetts College of Art and Design 1988 — 1992
BFA, Design, Illustration Concentration
University of Massachusetts, Amherst 1983 — 1986
BA, Castillian Transformational Syntax
Fidelity Investments October 2005 - Present
Fidelity 1999 - Present
Skills
Series 7, Mutual Funds, Series 63, ERISA, 401k
Education
Boston University 1993 — 1997
Bachelor of Arts (B.A.), Mathematics
Boston University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
John Hancock Director Compliance/MarketingJohn Hancock Financial Services2004 - Present
LifeAccess.com Inc. 2001 - 2003
Fidelity 1987 - 1994
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1997
MBA, Finance
Bentley University 1982 — 1986
PFE Group September 2008 - Present
Merrill Lynch January 2007 - August 2008
merrill lynch 2007 - 2008
Fidelity Investments 2000 - 2007
Fidelity Investments 2000 - 2007
Fidelity 2000 - 2007
Fidelity Investments 2000 - 2007
Scudder 1992 - 1995
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1990
MS, Finance
Boston College 1982 — 1985
Bose Corporation October 2013 - Present
MEDITECH 2008 - 2011
Fidelity Investments January 2005 - December 2007
Fidelity 2005 - 2007
Friendly Ice Cream Corporation July 1991 - December 2003
Friendlys 1991 - 2003
Skills
Microsoft Excel, Customer Service, Public Speaking, Microsoft Word, Payroll, Microsoft Office, Financial Analysis, PowerPoint, Project Management, Public Relations, Leadership, Sales, Customer Satisfaction, Outlook
Education
Babson College 2004 — 2007
MBA, Business
Providence College 1992 — 1996
B.S., Marketing
Monument Mountain Regional 1989 — 1992
Fidelity Institutional Shared Services Marketing March 2012 - Present
Fidelity Charitable March 2011 - December 2011
The Hartford 2007 - 2007
Independent Contractor 1990 - 2007
Fidelity Investments 1990 - 2007
fidelity 1990 - 2006
Fidelity Investments Charitable Gift Fund 1999 - 2002
Fidelity Charitable Services 1999 - 2002
Quantic Communications, Inc. 1997 - 1998
Skills
Direct Marketing, Integrated Marketing, Series 63, Email Marketing, Series 7, Mutual Funds, Series 6, Marketing, Lead Generation, Salesforce.com
Education
Boston University
BS ED, Elementary Education
Graduate studies at Lesley University
Federal Emergency Management Agency August 2010 - Present
Vertical Trading Group October 2008 - January 2009
Natixis Bleichroeder April 2006 - November 2007
TD Ameritrade 2004 - 2006
Brokerage America 2004 - 2004
Fidelity 1999 - 2003
FEMA 2001 - 2001
Skills
Emergency Management, GIS, Risk Management, Program Management, Project Planning, Public Speaking, Public Relations, Presentation Development, Presentation Skills, Hazard Mitigation, Federal Government..., Federal Government, Policy, Project Management, Strategy, Community Outreach, Leadership, Government
Education
City University of New York-Hunter College 2010 — 2011
Certification, Geographic Information Systems (GIS), 4.0
City University of New York-Hunter College 2009 — 2010
MS, Urban Affairs, 3.95
State University of New York College at Purchase 1989 — 1993
BA, Political Science
Stuyvesant 1986 — 1989
High school, Honors/Regents High School/Secondary Diploma Program
Fidelity Investments Vice PresidentFidelity ECM PayrollJanuary 2012 - Present
Fidelity HR Services 1997 - Present
Fidelity 1997 - Present
FESCo, a division of Fidelity Investment Services 1997 - Present
Fidelity LPS HR Payroll 1997 - December 2011
Skills
Risk Management, SDLC, Financial Services, Process Improvement, Business Analysis, Vendor Management, Program Management, Oracle, Requirements Analysis, Outsourcing, Software Project..., Requirements Gathering, Oracle HR, Oracle Applications, Oracle E-Business Suite, Business Process..., Agile Methodologies
Education
Beloit College 1982 — 1986
UBS Financial Services Inc. September 2008 - Present
Fidelity 1996 - 2008
Education
Bentley University 1988 — 1992
Fidelity Investments July 1999 - Present
Fidelity 1999 - Present
Fidelity Brokerage Technology Co. 1999 - Present
Education
Boston University 1981 — 1983
BestExec Recruitment Solutions September 2014 - Present
Fidelity Investments January 2010 - June 2012
Fidelity Investments 2007 - 2010
Fidelity 2005 - 2007
Fidelity Investments 2004 - 2005
Skills
PMP, Financial Services, Business Analysis, Process Improvement, Program Management, Vendor Management, PMO, Project Management, Project Portfolio..., Metrics, Business Process..., Business Requirements, Visio, Relationship Management, Requirements Gathering, Call Centers, Management, Strategic Planning, Consulting, Executive Search, Leadership, Recruiting, Sales
Education
Clark University 2006 — 2010
MBA, Management
University of Vermont 1992 — 1996
Bachelor of Science, Applied Economics
Secret Eden Flowers January 2004 - Present
Fidelity January 2007 - September 2008
Fidelity Investments October 1998 - September 2008
Skills
Regulatory Reporting, Financial Modeling, Customer Relations, Financial Reporting
Education
Bentley College 2000 — 2002
Master of Science in Financial Planning
Bryant University 1993 — 1996
Bachelor of Science in Business Administration
Fidelity Investments February 2006 - March 2010
Fidelity February 2006 - March 2010
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2001
MBA
Lehigh University 1991 — 1995
BS, Finance
Lehigh University - College of Business and Economics
Fidelity Investments July 2011 - Present
Fidelity 1999 - Present
Fidelity Investments 1993 - June 1999
GTE 1985 - 1993
GTE Government Systems June 1982 - 1987
Raytheon Data Systems 1980 - 1982
Skills
Mobile Devices, FINRA Series 99
Education
Babson College 1989 — 1993
Business Administration
Northeastern University 1978 — 1982
BSCS, Computer Science
Amica Mutual Insurance February 2014 - Present
Fidelity Investments July 2011 - July 2013
Fidelity Investments 2000 - 2013
Fidelity December 2006 - October 2010
Fidelity Investments July 2005 - December 2006
Fidelity Investments May 2001 - July 2005
Fidelity Investments September 2000 - May 2001
Fidelity Investments May 1998 - September 2000
Skills
Process Improvement, Business Analysis, Web Project Management, Teamwork, Project Portfolio..., Requirements Analysis, Web Content, Financial Services, SDL Tridion, Visio, Business Requirements, Agile Methodologies, Attention To Detail, DCL, Legal Review, iOS, Android, Mobile Devices, Mobile Applications, Mobile Communications, Customer Service, Marketing Communications, Microsoft Office, PowerPoint, Microsoft Excel, Written and oral..., Problem Solving, User Acceptance Testing, Software Project..., Business Process, PMO, Program Management, Waterfall, Project Planning, Training & Development, Property & Casualty..., Vendor Management
Education
Anna Maria College 1986 — 1990
BA, English Communications
Auburn High School 1982 — 1986
Fidelity Investments January 2011 - Present
Fidelity 1995 - Present
Education
Bates College 1981 — 1985
TD Bank, America's Most Convenient Bank September 2015 - Present
Citi July 2008 - 2015
Fidelity Investments 1992 - 2008
Fidelity 1992 - 2008
Harbridge House 1980 - 1992
Skills
Succession Planning, Organizational..., Organizational Design, Talent Management, Leadership Development, Executive Coaching, Organizational..., Employee Engagement, Change Management, Performance Management, Employee Relations, Management Consulting, Mortgage Banking, Business Strategy, Strategy, Workforce Planning, Human Resources, Leadership, Training, Strategic Planning, Program Management, Mergers & Acquisitions, Management, Executive Management, Coaching, Investments, Start-ups
Education
Boston College - Wallace E. Carroll Graduate School of Management 1976 — 1980
MBA, marketing
University of Massachusetts Lowell 1970 — 1974
BS, Education
Fidelity Investments 2008 - Present
Fidelity 2000 - 2008
State Street Bank 1987 - 2000
State Street 1987 - 2000
Skills
Marketing Communications, Marketing, Series 63, Financial Services, Mutual Funds, Direct Marketing, Marketing Strategy, Analytics, Integrated Marketing, Email Marketing, Social Media Marketing, Relationship Management
Education
Boston University 1985 — 1987
Master of Science (MS), Public Relations/Image Management
The George Washington University 1981 — 1985
Bachelor of Arts (BA), Communication, General
Retired at Fidelity July 2014 - Present
Fidelity Business Services India June 2012 - Present
Fidelity Investments January 2009 - June 2012
Fidelity Investments November 2006 - December 2008
Fidelity May 1986 - December 2006
Skills
Project Management, Vendor Management, Financial Risk, Internal Audit, Financial Services, SDLC, Information Security, Requirements Analysis, Auditing, Risk Management, IT Strategy, IT Management, Process Improvement, Software Project..., Business Intelligence, Business Analysis, ITIL, Disaster Recovery, Enterprise Software, Program Management, Enterprise Architecture, Project Portfolio..., Agile Methodologies, Change Management, Governance, Business Process..., Integration
Education
Boston University Questrom School of Business 1985 — 1986
MBA, Management Information Systems
University of Maine 1978 — 1980
MS, Economics
University of Maine 1972 — 1976
BS, Resource Economics
Fidelity July 2008 - Present
UBS Wealth Management June 2007 - August 2007
Skills
Mutual Funds, Series 7, FINRA, Strategic Financial..., Asset Allocation, Certified Financial..., Wealth Management, Financial Planning, Securities, Uniform Combined State..., Retirement Planning, Asset Management, Series 66, Asset Managment
Education
Boston College 2004 — 2008
BS, Finance
Fidelity National Information Services August 1990 - Present
Fidelity National Information Services August 2012 - August 2012
Fidelity 1990 - 2008
Skills
Unix, VMware ESX, Servers, Virtualization, Data Center, Linux, Operating Systems, Solaris, System Administration, SQL, SDLC, Storage Area Networks, SAN, Red Hat Linux, Troubleshooting, TCP/IP, Cisco Technologies, DNS
Education
Butler County Community College 1998 — 2001
IT Security, IT Security
Fidelity 2006 - Present
Fidelity Investments, National Financial 2005 - Present
Fidelity Investments January 1986 - Present
Fidelity Investments January 1986 - Present
National Financial, a Fidelity Investments Company 1986 - Present
National Financial 1986 - Present
Skills
Asset Management, Mutual Funds, Financial Services, Series 63, Risk Management, Series 7, Equities, Fixed Income, Securities, Investments, Management, Wealth Management, Relationship Management, SDLC
Education
Boston University 1982 — 1986
BS/BA, Accounting and Finance
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 November 2003 - Present
Fidelity Investments August 1999 - October 2003
Fidelity Investments January 1998 - 1999
Cullinet Software 1980 - 1986
Skills
Data Modeling, Business Analysis, Data Governance, SDLC, Data Analysis, SAS, Data Mining, Management Consulting, Analytics, SAS programming
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MS Bus Econ (not completed), Business Economics
Hobart and William Smith Colleges 1968 — 1972
BA, Philosophy
fidelity AISFidelity Investments1998 - Present
Fidelity Investments (Smithfield RI) 1996 - Present
FMR 1996 - Present
Education
Assumption College 1980 — 1985
B.A., Mathematics
Ontario Teachers' Pension Plan May 2014 - Present
Sun Life Financial April 2010 - May 2014
Fidelity July 2007 - October 2008
BAXTER CORPORATION August 2006 - July 2007
Baxter August 2005 - July 2006
Sprint Canada April 2002 - June 2004
Sprint Canada February 2000 - April 2002
Skills
Business Analysis, Project Management, Process Improvement, Budget, PMO, Financial Analysis, Financial Planning, Project Finance, Financial Modeling, Managerial Finance, Forecasting, Strategic Financial..., Analysis, Business Process, Business Intelligence, Strategy, Change Management, Management, Budgets
Education
Aspen University 2010 — 2014
MBA
York University 1980 — 1984
Bachelor of Arts
Hyland Software November 2010 - Present
Workscape, Inc. October 2009 - December 2010
Valco Data Systems September 2008 - July 2009
Fidelity 2004 - 2008
CIGNA HealthCare 1993 - 2003
KCI October 1989 - July 1993
Skills
PMP, SDLC, Program Management, Project Planning, Leadership, Software Implementation, Software Project..., Requirements Gathering, Project Management, Project Portfolio..., Financial Services, Insurance, Healthcare, Projects, Business, Vendor Management, Resource Management, MS Project, Visio, Requirements Analysis, Enterprise Content..., Microsoft Project, Business Analysis
Education
Baldwin Wallace University 1996 — 1998
MBA, Business Administration
The University of Akron 1980 — 1984
BSN, Nursing
John Hancock Life Insurance Company (U.S.A.) June 2008 - Present
State Street Bank 2011 - 2011
Fidelity Investments 1995 - 2008
Fidelity 1995 - 2008
Skills
Requirements Analysis, Business Analysis, Testing, Business Requirements, Documentation, User Acceptance Testing, SDLC, Analysis, Requirements Gathering, Mutual Funds, Fund Accounting, Quality Assurance, Business Process, Process Improvement, Vendor Management, Alternative Investments, Software Documentation, Financial Services, SharePoint, Visio, Government Procurement, Risk Management
Education
Babson College
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Erika Brunson Design September 2008 - April 2009
Hirsch Bedner Associates February 2008 - August 2008
PTI Group March 2005 - January 2008
Fidelity 2003 - 2005
Best Buy 1999 - 2002
Target 1998 - 1999
Education
Dakota County Technical College 2004 — 2008
Interior Design
St. Olaf College 1987 — 1991
BA, Asian Studies, Economics
Carleton College 1987 — 1990
Japanese Language
Nanzan University 1987 — 1989
Japanese
Fidelity 2002 - Present
Skills
SDLC, Financial Services, Vendor Management, Business Analysis, Program Management, Process Improvement, Project Portfolio..., Requirements Gathering, Management, Business Process..., PMO, IT Strategy, PMP, Requirements Analysis
Education
Bryant University 1987 — 1990
BS, Management
CVS Caremark Corporation February 2014 - Present
Fidelity Investments 2005 - February 2014
Fidelity December 2000 - February 2014
Skills
Process Improvement, Financial Services, Mutual Funds, Business Analysis, Risk Management, Project Management, Financial Analysis, Vendor Management, Finance, Data Analysis, Analytics, Relationship Management, Business Process..., Banking
Education
Colgate University 1994 — 1998
BA
Harrisville
Harrisville
Harrisville
Harrisville
Veritude September 2007 - Present
Fidelity 2007 - 2010
Tremont Solutions January 2006 - September 2007
OneBeacon Insurance May 2005 - December 2005
Casual Male Retail Group October 1996 - August 2004
Education Loan Services, Inc February 1992 - November 1995
Atlantic Data Services September 1987 - February 1992
Keystone Provident Life Insurance Co. 1984 - 1987
Shawmut Bank of Boston 1980 - 1984
Skills
VSAM, ISPF, Easytrieve, JCL, COBOL, Endeavor, Fileaid, Mainframe, Intertest, DB2, QMF, REXX, Abend-Aid, Roscoe, Platinum, HTML, CSS, CICS, IBM Mainframe, Xpediter, TSO, Systems Analysis, Batch Processing
Education
Bentley University 1975 — 1979
BS
Quincy High 1972 — 1975
Fidelity Investments November 1999 - Present
Pro Ambitions Hockey, Inc. August 1995 - Present
Fidelity 1995 - 2008
Education
American International College 1992 — 1994
MED
Providence College 1986 — 1990
BA
Christy's Business Services LLC July 2011 - Present
Arise Virtual Solutions Inc. March 2010 - January 2014
AICPA September 2008 - May 2010
Fidelity 2005 - 2008
Wal-Mart Distribution Center May 2002 - October 2005
Skills
Payroll, Leadership, Employee Benefits, Training, Management, Invoicing, Customer Service, Outlook, Time Management, Team Building, Microsoft Office, Accounts Receivable, Benefits Administration, Employee Relations, Human Resources, Process Improvement, Tax, Benefits, Excel, Accounts Payable, Word, Administration, Hiring, Data Entry, Leadership Development, PowerPoint, Budgeting, Quickbooks, Billing, Planning, Lotus Notes, HRIS, Operations Management, ADP Payroll, Salesforce.com, Paychex, Performance Management, Team Leadership, Employee Training, Program Management, Call Centers, Coaching, Customer Satisfaction, Customer Experience, E-Learning, Staff Development, Teaching English as a...
Education
University of Phoenix 2013 — 2015
Master's Degree, Adult and Continuing Education and Teaching, A
Strayer University-North Carolina 2009 — 2012
Master of Business Administration (MBA), Public Accounting
Strayer University 2006 — 2009
Executive Grad Cert., Business Admin. Accounting/Taxation
American InterContinental University 2004 — 2005
BA, Business Administration/Accounting
Vance Granville Community College 2000 — 2002
AAS, Business Administration/Operations Management
Fidelity Planning & Guidance ConsultantFidelity Investments2004 - Present
piper jaffrat 1998 - 2009
Piper Jaffray May 1998 - January 2003
US Army January 1974 - September 1998
Skills
Series 63, Retirement Planning, 401k, Financial Planning, Investments, Asset Management, Mutual Funds, Insurance, Wealth Management
Education
Wayland Baptist University 1993 — 1995
Business, Business
Black Hills State University 1970 — 1972
Dupree High School 1960 — 1970
Fidelity Investments 2014 - Present
Fidelity Investments January 2005 - November 2014
Fidelity Investments 2002 - 2005
Fidelity January 2001 - January 2002
WORLDCLINIC, INC January 1999 - January 2001
EXXCEL January 1998 - January 1999
Skills
Client Services, Customer Relations, Client Service, Account Management, Integrated Marketing
Education
Babson College 1994 — 1998
BS, Business Management; Marketing and Communications
Fidelity March 2014 - Present
Fidelity Investments November 2011 - March 2014
BlackRock, Inc June 2002 - July 2009
Sirios Capital Management July 2000 - June 2002
John Hancock Funds May 1998 - June 2000
John Hancock Funds October 1994 - May 1998
John Hancock Funds June 1993 - October 1994
Skills
Fundamental Analysis, Equities, Valuation, Finance, Research, Medical Devices, Equity Research, Equity Valuation, Hedge Funds, Bloomberg, Portfolio Management, Financial Modeling, Stock Picking, Investments, Due Diligence, Alternative Investments, Investment Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 2000
MBA, Finance
Saint Michael's College 1987 — 1991
BS, Business Administration
Boston University April 2015 - Present
Havard Vanguard/Atrius Health September 2011 - April 2015
Fidelity April 2006 - August 2009
Tufts Health Plan 1996 - 2006
Skills
Performance Management, Employee Engagement, Organizational..., Talent Management, Onboarding, Organizational..., Succession Planning, Organizational Design, Team Building, Coaching
Education
Boston University
Liberal Arts and Sciences, General Studies and Humanities
Northeastern University
Business Administration and Management, General
University of Massachusetts Boston
Master’s Degree, Instructional Design
Capgemini January 2013 - Present
Cognizant Technology Solutions November 2009 - January 2013
Infosys March 2008 - October 2009
Fidelity March 2008 - October 2009
Infosys March 2008 - October 2009
IBM Global Services August 2007 - February 2008
IBM India Ltd August 2007 - February 2008
Eagle August 2007 - February 2008
Skills
LoadRunner, Test Planning, Testing, Performance Testing, Requirements Gathering, Performance Tuning, ClearQuest, SiteScope, Test Management, Quality Assurance, Quality Center
Education
Bharathiar University 2008 — 2010
MBA, Information systems
Bharathiar University (VLBJCAS) Coimbatore
B.Sc. Electronics
Retired from MasterCard April 2014 - Present
MasterCard August 2010 - Present
Fidelity National Information Services October 2005 - April 2010
FIS/eFunds/Deluxe Data 1991 - 2010
Fidelity 2007 - 2009
eFunds 1995 - 2003
Deluxe Electronic Payment Systems 1993 - 1994
Stores Automated Systems Inc 1990 - 1991
Skills
Vendor Management, Business Analysis, Requirements Analysis, Credit Cards, SDLC, Technical Support, Sales Operations, Software Development, Electronic Payments, Management
Education
Cardinal Stritch University 1991 — 1994
Masters Business Administration
Carroll College 1973 — 1977
Bachelor of Science, Biology
Fidelity Investments January 2014 - Present
Fidelity Investments January 2010 - Present
Fidelity Investments February 2006 - December 2009
Fidelity November 2002 - January 2006
Fidelity Investments February 2002 - October 2002
Fidelity Investments July 2000 - January 2002
Fidelity Investments August 1998 - June 2000
Skills
Consultative Selling, Spreadsheets, Group presentations, Sales presentations, Mutual Funds, Strategic Financial..., Series 7, 401k, Selling, Asset Management, Investments, Financial Services, Asset Allocation, Retirement Planning, Retirement
Education
Bryant University 2001 — 2005
Masters, Management
University of Massachusetts Dartmouth 1994 — 1998
Bachelor of Science (BS), Finance
Starwoodhotels February 2013 - Present
Scholastic December 2011 - February 2013
Netflix August 2011 - December 2011
Apple Inc. April 2010 - August 2011
Apple Inc. April 2010 - November 2010
Sapient June 2006 - August 2009
Fidelity March 2004 - June 2006
HCL Technologies October 2003 - October 2004
Skills
QTP, Test Director, SQL, Requirements Analysis, ClearCase, E-business, Customer Relations, Telecommunications, Test Planning, Testing, Agile, Quality Center, SDLC, Unix, GUI, User Acceptance Testing, Mobile, JIRA, Agile Methodologies, Mobile Devices, iOS, Leadership, Great troubleshooting..., iPad, QC 9.2, Android, Staff Mentor, Scrum, Web Testing, Handheld Devices, Agile & Waterfall..., Test Case Generation, Project Management, Automation, Test Management, Test Cases, System Testing, Quality Assurance, Troubleshooting, Customer Service
Education
BCIIT 2001 — 2004
Master; Bachelor, Computer Applications; Computer Applications
Chaudhary Charan Singh University 2001 — 2003
Bachelors, Computers
St Aloysius school 1985 — 1997
School
MSW Financial Partners January 2005 - Present
Fidelity 1995 - 2001
Fidelity Investments 1995 - 2001
Skills
Financial Services, Disability Insurance, Long-term Care, Retirement Planning, Strategic Financial...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
MSF, Finance
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Business Administration (BBA), Finance
Pitney Bowes August 2011 - Present
Xeox 2008 - 2011
Fidelity 2006 - 2008
Skills
Solution Selling, Account Management, Direct Sales, Vendor Management, Project Planning
Education
Bentley University 2002 — 2006
B.S., Finance
VALTECH RESEARCH September 2005 - February 2010
MANTON January 2005 - August 2005
FIDELITY January 2001 - July 2004
INTER-COUNTY ABSTRACT January 2000 - January 2001
LAND RECORD RESOURCES January 1990 - December 1998
CROSSLAND SAVINGS BANK September 1985 - September 1992
Skills
Customer Service, REO, Sales, Outlook, Software Documentation, Sellers, Loans, Closings, Foreclosures
Education
Adelphi University
Saint John's University
Bachelors, Criminal Justice
New York State Notary
Saint John's University
Associates, Business Administration
Balance Staffing/Liberty Utilities January 2014 - December 2014
EmbroidMe of Nashua June 2012 - December 2013
Fidelity/Veritude March 2013 - April 2013
Fidelity/Veritude January 2012 - March 2012
Fidelity August 2011 - December 2011
Skills
Customer Service, Sales, Telemarketing, Data Entry, Health Insurance, Pensions, Branch Banking, Retail Sales
Education
Asnuntuck Community College 1980 — 1982
Associate of Science (A.S.), Business Administration and Management, General, 3
Arrowstreet Capital 2011 - Present
Thomson Reuters July 2007 - December 2010
Fidelity Investments January 1998 - July 2007
Fidelity 1998 - 2007
Avicenna Systems January 1997 - January 1998
State Street Bank January 1995 - January 1997
Education
Boston College 1990 — 1992
MS, Computer Science
Tsinghua University 1983 — 1988
BS, Computer Science
Epic Land Solutions, Inc. November 2012 - Present
Fidelity July 2009 - June 2011
Bank of America February 2008 - April 2009
Graduate Student Society January 2003 - March 2007
HSBC Bank July 1997 - August 2001
Skills
Administration, Outlook, SharePoint, Microsoft Word, Microsoft Office, Customer Service, Access, Microsoft Excel
Education
Vancouver Community College 2005 — 2006
Executive Assistant/Executive Secretary
Vancouver Community College 2000 — 2006
BCIT 2001 — 2005
Associate's degree, Computer Applications
Simon Fraser University 2000 — 2002
Business Administration and ManagementOrganizational Behavior
Fidelity Investments September 2014 - Present
Fidelity June 2008 - September 2014
Bingham McCutchen 2004 - 2008
US Army Finance Corps 1994 - 2000
Education
Boston College Law School 2001 — 2004
Doctor of Law (JD)
United States Military Academy at West Point 1990 — 1994
Bachelor of Science (BS)