Fidelity Institutional Wealth Services
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Fidelity Institutional Wealth Services Employees
Arbor Point Advisors, LLC January 2014 - Present
Fidelity Institutional Wealth Services January 2001 - December 2012
Fidelity Charitable Gift Fund October 1999 - January 2001
Fidelity Investments-Pittsburgh Investor Center June 1996 - October 1999
Fidelity Investments August 1995 - June 1996
Alex Brown & Sons October 1993 - August 1995
Bear Stearns March 1988 - October 1993
Fidelity Investments March 1986 - March 1988
Skills
Wealth Management, Business Development, Investment Advisory, Sales Process, Series 63, Series 7, Mutual Funds, Relationship Management, Series 24, Asset Allocation, Securities, 401k, Alternative Investments, Separately Managed..., Retirement Planning, Uniform Combined State..., Equities, FINRA, Investments, Financial Services, Retirement, Finance, Financial Advisory, Fixed Income, CRM
Education
University of Northern Iowa 1976 — 1979
Bachelor of Arts, Financial Management
Mariner Wealth Advisors July 2014 - Present
Fidelity Institutional Wealth Services April 2003 - July 2014
Bainco International Investors February 2001 - April 2003
Fidelity Investments December 1995 - February 2001
Skills
Series 7, Investments, Financial Services, Fixed Income, Relationship Management, Series 63, Awesomeness, Equities, Financial Advisory, Wealth Management, Strategy, Mutual Funds, Business Planning, Asset Allocation, Alternative Investments, Series 6, Finance, FINRA
Education
Isenberg School of Management, UMass Amherst 1991 — 1996
BBA, Marketing
Fidelity Institutional Wealth Services January 2012 - Present
Fidelity Investments January 2007 - February 2012
Fidelity Investments January 1999 - January 2007
Fidelity Investments January 1997 - January 1998
Fidelity Investments January 1996 - January 1997
Fidelity Investments January 1993 - January 1996
KPMG Peat Marwick April 1991 - April 1993
Bankers Trust Company October 1989 - March 1991
Skills
Business Development, CRM, Leadership, Investments, Strategic Planning
Education
Lehigh University - College of Business and Economics 1986 — 1989
Lehigh University 1985 — 1989
BS, Finance
Loomis, Sayles & Company April 2014 - Present
Fidelity Institutional Wealth Services February 2012 - April 2013
Fidelity Investments Institutional Wealth Services April 2007 - February 2012
Fidelity Pricing Cash Management Services November 2004 - April 2007
Skills
Excel, Outlook, Bloomberg, Financial Analysis, Access, Brio Query, Hyperion, Lotus Notes, Finance
Education
Quinnipiac University 1999 — 2004
BS, Business Management
Quinnipiac University - School of Business 1999 — 2004
Bachelor of Science (BS), Business Management
Cetera Financial Group January 2015 - Present
Northern Trust August 2013 - January 2015
Fidelity Institutional Wealth Services November 2009 - August 2013
Fortigent July 2007 - November 2009
SEI Investments June 1992 - May 2007
SEI 1992 - 2007
Skills
Due Diligence, Financial Services, Investment Advisory, Investment Banking, Investments, Management, New Business Development, Outsourcing, Relationship Management, Sales, Series 7, Trading, Mutual Funds
Education
Saint Joseph's University 1988 — 1992
Bachelor of Science, Marketing
Fidelity Institutional Wealth Services December 2014 - Present
Charles Schwab Advisor Services January 2011 - December 2014
JCPR September 2008 - January 2011
ClientWise May 2006 - January 2008
Manibay & Morra May 2004 - April 2006
UBS Financial Services May 2000 - May 2004
Education
College of Mount Saint Vincent 1991 — 1995
B.A., Psychology
City University of New York-Baruch College
Master of Arts (M.A.), Industrial/Organizational Psychology
Awe Vision Consulting September 2003 - Present
AIA Systems January 2012 - June 2015
Top Secret Systems February 1992 - December 2011
Technology Business Research January 2008 - March 2008
Fidelity Institutional Wealth Services February 2007 - July 2007
Harvard University Extension School September 2002 - June 2004
Bright Horizons Family Solutions January 2004 - May 2004
IBM Microelectronics, RF/Wireless Group (SBU) May 2000 - June 2002
Motorola, Internet and Networking Group December 1996 - October 1999
Frequency Engineering Labs (now part of Argon ST) February 1992 - October 1992
Skills
Program Management, Integration, Project Management, Business Intelligence, Competitive Intelligence, Strategic Planning, Software Project..., Competitive Analysis, Analysis, Business Analysis, New Business Development, Product Development, Mergers & Acquisitions, Process Improvement, Business Strategy, Analytics, Strategy
Education
Harvard University 2002 — 2003
Certificate of Special Studies in Business
Northeastern University - Graduate School of Business Administration 1993 — 1995
MBA
University of Illinois at Urbana-Champaign 1978 — 1980
Master of Science
Northeastern University 1971 — 1977
Bachelor of Science
Fidelity Institutional Wealth Services March 2006 - Present
SKM Wealth Managment March 2005 - March 2006
StrategicPoint Investment Advisors January 2002 - March 2005
Cogent Communications July 2000 - December 2001
Fidelity Investments July 1995 - July 2000
Skills
Financial Services, Investments, Asset Management, Finance, Retirement Planning, Series 7, Relationship Management, Wealth Management, Mutual Funds, Trading, Securities, Investment Advisory, Alternative Investments, Series 63, Asset Allocation
Education
Fairfield University 1990 — 1994
BA, Economics
Portsmouth Abbey 1986 — 1990
Fidelity Institutional Wealth Services April 2013 - Present
Schwab Advisor Services August 1998 - March 2013
Skills
Series 7, Wealth Management, Mutual Funds, ETFs, Portfolio Management, Investments, Asset Allocation, Investment Advisory, Series 63
Education
Texas Christian University 1988 — 1992
Bachelor of Science, Political Science, Business
Fidelity Institutional Wealth Services April 2011 - Present
First American Trust, FSB November 2002 - April 2011
Fidelity Investments October 1996 - November 2002
Education
University of Pittsburgh 1988 — 1991
Penn State University 1986 — 1988
business
Plum High 1984 — 1986
Canby Financial Advisors 2012 - Present
Fidelity Institutional Wealth Services July 2009 - March 2012
Fidelity Investments July 2006 - November 2008
Fidelity Family Office Services 2005 - 2006
Pioneer Investments 1999 - 2000
Skills
Financial Services, Business Analysis, Equities, Business Requirements, SDLC, Portfolio Management, Trading, Fixed Income, Mutual Funds, Requirements Gathering, Asset Managment, Requirements Analysis, Visio, Software Project..., Series 7
Education
Boston University 2009 — 2010
Certificate, Financial Planning
Suffolk University - Sawyer Business School 2007 — 2009
Master's Degree, Finance
Suffolk University - Sawyer Business School 1993 — 1998
Master of Business Administration (M.B.A.), Computer and Information Sciences, General
Stonehill College 1987 — 1991
BS, Economics
TD Ameritrade Institutional June 2014 - Present
Accenture January 2014 - June 2014
Fidelity Institutional Wealth Services October 2010 - January 2014
Xealot, Inc. April 2009 - December 2009
State Street June 2001 - February 2009
Andersen Consulting (now Accenture) October 1999 - May 2001
Skills
Wealth Management, Financial Services, Relationship Management, Investments, Management, Outsourcing, Consulting, Business Analysis
Education
UCLA Anderson School of Management
MBA
San Diego State University-California State University
Bachelor of Science
Fidelity Institutional Wealth Services April 2008 - April 2010
Fidelity Brokerage Company November 2004 - April 2008
Fidelity Brokerage Company Technology August 2000 - October 2004
Dewey Ballantine LLP September 1999 - May 2000
Rogers & Wells LLP September 1998 - September 1999
Aon Risk Services, Inc. of New York May 1996 - September 1998
R.L. Renck & Co., Inc. September 1995 - April 1996
Cincinnati Bilingual Academy March 1990 - June 1993
Education
Saint John's University 1993 — 1995
MBA, Finance
The Ohio State University 1988 — 1989
M.A., Chinese Linguistics
Indiana University Bloomington 1984 — 1987
Bachelor Degree, Computer Science and Chinese Language
Congress Asset Management December 2013 - Present
Fidelity Institutional Wealth Services 2005 - 2013
SEI Investments July 2000 - July 2005
ING 1997 - 2000
Keyport Life Insurance 1994 - 1997
Skills
New Business Development, Business Formation, Investments, Portfolio Management, Series 7, Strategic Financial..., Series 63, Relationship Management, Mutual Funds, Wealth Management, Asset Allocation, Series 24, Estate Planning, Alternative Investments, Risk Management, Securities, Insurance, Investment Advisory, Financial Services, 401k, FINRA, Series 65
Education
Fairfield University 1990 — 1994