Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Fidelity Investments January 2012 - Present
HR Access Solutions, Fidelity Investments October 2009 - January 2012
Fidelity Investments August 2007 - October 2009
PMI NH Chapter March 2007 - September 2009
Deloitte Consulting January 1997 - July 2007
Multiple Companies in India October 1993 - December 1996
Skills
Program Management, Agile Project Management, Change Management, PMO, Project Planning, Project Portfolio..., Business Process..., Requirements Gathering, Architecture, KPI, Risk, PMP, SDLC, Agile, Release Management, Waterfall, Scrum, Business Requirements, Web Project Management, Cross-functional Team..., Software Development, Risk Management, Software Project..., Outsourcing, MS Project, Agile Methodologies, Software Documentation, Integration, Business Process Mapping, Management, Project Management, Management Consulting, Project Delivery, IT Strategy, Leadership, Team Management, Strategic Leadership, Organizational..., Technical Leadership, Exceptional People..., Information Technology, Mobile Technology, Technology Management, Quality Assurance, Process Improvement, Testing, Resource Management, Requirements Analysis, Vendor Management, Strategy
Education
Franklin Pierce College 2002 — 2004
MBA, Leadership
Aeronautical Society of India, Indian University 1989 — 1994
Bachelors of Engineering (B.E.), Aeronautics - Specialiazed in Aerodynamics
A.M. Jain College, India 1993 — 1993
PGDCA, Computer Applications
Abbott Laboratories December 2007 - Present
Abbott Nutrition October 2004 - December 2007
US Air Force Reserve May 2001 - May 2007
Fidelity Investments 2003 - 2004
ebank May 2002 - April 2003
Qwest Communications November 1999 - March 2002
Air National Guard June 1990 - May 1996
Skills
Project Management, Process Improvement, Visio, Vendor Management, SDLC, Software Documentation, Cross-functional Team..., Troubleshooting, SharePoint, Business Analysis, IT Strategy, Enterprise Architecture, System Administration, Quality Assurance, Active Directory, Business Intelligence, Management, Disaster Recovery, Information Technology, Business Process, Databases, IT Management, Analysis, Oracle, Software Development, Strategy, ITIL, PMP, Project Portfolio..., Data Center, Program Management, PMO, MS Project, Infrastructure, Requirements Analysis, IT Operations, Integration, Security, ERP, Software Project..., Business Process..., Leadership
Education
The Ohio State University
Bachelor’s Degree, Broadcast Journalism
Franklin University
Master of Business Administration (M.B.A.), Strategic Human Resource Management
Facebook June 2015 - Present
Fidelity Investments July 2013 - June 2014
Worcester Polytechnic Institute September 2012 - May 2013
Merrill Lynch October 2012 - December 2012
CrunchTime! Information Systems August 2012 - October 2012
Harvard Management Company May 2012 - August 2012
Skills
Java, C++, C#, Python, JavaScript, SQL, ASP.NET, MyBatis, HTML 5, JUnit
Education
Yale University 2014 — 2015
Master's Degree, Computer Science
Worcester Polytechnic Institute 2010 — 2013
Bachelor of Science, Computer Science, 3.90
Worcester Polytechnic Institute 2010 — 2013
Bachelor of Science, Mathematical Sciences, 3.90
Fudan University 2009 — 2010
Bachelor's degree (Not Finished), Mathematics
Shanghai High School 2006 — 2009
High School
Cartoon Network Games Studio June 2013 - Present
Full Sail University October 2012 - Present
Trendy Entertainment LLC January 2013 - June 2013
Activision March 2011 - November 2012
Megatech Ultra Corp July 2010 - November 2010
Reynolds & Reynolds May 2007 - October 2009
JJ and Associates November 2006 - February 2007
Fidelity Investments October 2005 - November 2006
Skills
Game Design, Game Development, Video Games, Xbox 360, Team Leadership, PS3, Project Management, Wii, MS Project, Social Games, Visio, Computer Games, Game Mechanics, PowerPoint, Software Project..., Microsoft Office, Multiplayer, Video Game Design, Seapine Test Track Pro, Console, Unreal Engine 3, Video Game Development, Multitasker, DevTrack, Mobile Games, Quality Assurance, Interactive..., Video Game Production, Cross-functional Team..., Creative Problem Solving, Awesomeness, Lua, Unity3D, Creative Development, Vendor Relations, Vendor Management, MS Office Suite, Xbox, Perforce, Test Track Pro, Adobe, iOS Development, Android Development
Education
Full Sail University 2009 — 2010
Master of Science, Game Design (production track)
Worcester State University 2000 — 2004
Bachelor, Comunications
Mahar Regional 1995 — 1999
High school diploma
Self Employed May 2012 - Present
Franklin Pierce University March 2010 - May 2011
VALIC April 2006 - March 2009
Elm Chiropractic Center July 2003 - April 2006
Fidelity Investments November 2001 - June 2003
Fidelity Investments July 1997 - November 2001
Skills
Business Analysis, Performance Management, Inter-personal, Human Resources, Organizational..., Organizational Design, Organizational Structure, Business Strategy, Business Process..., Instructor-led Training, Leadership Development, Executive Coaching
Education
Regent University 2012 — 2015
PhD, Organizational Leadership
Franklin Pierce College 2009 — 2011
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
LeTourneau University 1998 — 2000
Bachelor of Business Management (BBM), Business Administration and Management, General, Summa Cum Laude
Fidelity Investments August 2015 - Present
Fidelity Investments November 2014 - Present
Janus Capital Group August 2014 - October 2014
Education
Metropolitan State University of Denver 2012 — 2013
Bachelor's Degree, Management
Front Range Community College
Avaya December 2012 - Present
World Ventures May 2013 - November 2013
Fossil October 2012 - March 2013
Fidelity Investments December 2012 - February 2013
DealerTrack September 2011 - September 2012
Skills
Web Project Management, Web Applications, Web Development, AngularJS, jQuery, JavaScript, Node.js, Grunt for Node.js, BowerJS, AJAX, OOP, PHP, HTML 4/5, CSS, SCSS/SASS, User Interface, Usability, Web Standards, Web Design, Graphic Design, Human Computer..., XML, MySQL, ActionScript, Dreamweaver, Flash Builder, Typography, SQLite
Education
Full Sail University 2008 — 2010
Web Design and Development Bachelor of Science, Human-Computer Interaction, Client/Server-Side Scripting, Advanced Database Schemes
Full Sail University 2006 — 2008
Digital Arts and Design Bachelor of Science, Branding, Graphic Arts, Motion Graphics, Iconography, Typography, 3D Design, Web Design
Registered Representative-Infinex Financial Group April 2014 - Present
MVSB Investment Services 2009 - Present
TD 2004 - 2009
Fidelity Investments 2000 - 2004
Skills
Equities, Investments, Financial Analysis, Wealth Management, Portfolio Management, Retirement Planning, Investment Advisory
Education
Franklin Pierce University 1995 — 1998
Bachelor's Degree, Finance and Financial Management Services
New Hampshire Technical Institute 1990 — 1993
Associate of Science (A.S.) Business, Finance, General
Monster May 2015 - Present
Measured Progress May 2014 - May 2015
IBM Smarter Workforce November 2012 - April 2014
Fidelity Investments May 2011 - November 2012
Autism Services Assoc May 2010 - April 2011
AmeriCorps State September 2009 - May 2010
Franklin Pierce University September 2005 - May 2009
Skills
Microsoft Office, Research, Customer Service, Leadership, Project Management, Social Media, Editing, Social Networking, Training, PowerPoint, Relationship Management, Higher Education, SPSS, Management, Program Evaluation, Compensation & Benefits..., HRIS, Process Improvement, Change Management, SaaS, Agile Project Management, Scrum, User Experience, LAMP, Business Continuity, Enterprise Content..., Non-Functional..., Continuous Integration, Six Sigma, RESTful WebServices, SOAP, Full SDLC, Metadata Management, Drupal, Database Administration, SharePoint, JIRA, WebEx, Business Analysis, Product Management, Professional Services, Business Intelligence, Enterprise Software, Account Management, Program Management, Portfolio Management, Throughput, SEO, Salesforce.com, Public Speaking
Education
Southern New Hampshire University 2013 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts Boston 2009 — 2014
Master of Arts (MA), Applied Sociology; Social Policy Analysis & Social Psychiatry
Franklin Pierce University 2005 — 2009
Bachelor of Arts (BA), American Cultural Studies
Franklin Pierce University 2005 — 2009
Bachelor of Arts (BA), Sociology
Suncoast Community High School
Fidelity Investments September 2012 - Present
BB&T May 2011 - April 2012
Credit Suisse May 2005 - March 2010
RTI International 2004 - 2005
Progress Energy 2000 - 2004
OCLC 1996 - 2000
OCLC 1993 - 1996
OCLC 1991 - 1993
Skills
Management, Project Management, Change Management, SDLC, Business Analysis, IT Management, Agile Methodologies, Technical Staff..., Agile Development..., Business Process..., Vendor Management, Requirements Gathering, Budget Process, IT Service Management, MBA, Product Management, Scrum
Education
Balamand University
Master's Degree, Applied Orthodox Theology
Franklin University
MBA, Business Management
Franklin University
BS, Human Resource Management
Franklin University
BS, Business Management
Fidelity Investments September 2013 - Present
Summit Hospitality Group Ltd June 2013 - October 2013
North Carolina State University August 2009 - May 2013
Carolina Theatre of Durham October 2008 - June 2010
Osceola Recording Studios February 2009 - July 2009
Skills
Research, Time Management, Teamwork, Staff Development, Student Development, Customer Service, Leadership, Social Media Marketing, Photoshop, Editing, Higher Education, Nonprofits, Social Networking
Education
North Carolina State University - College of Management 2009 — 2013
Bachelor of Science (B.S.), Business Administration, with a concentration in Finance
Full Sail University 2007 — 2008
A.S., Recording Arts
Riverside High School 2003 — 2007
Diploma, College Prep
Fidelity Investments November 2011 - March 2012
Tek Systems on contract at Bell Helicopter November 2007 - October 2011
Citi Assurance Services (subsidiary of Citigroup) April 2001 - September 2007
Spherion February 1997 - March 2001
Skills
Coaching, Business Analysis, Business Process..., Change Control, Change Management, Mentoring, Quality Center, Requirements Gathering, Risk Mitigation, Technical Training, Training & Development, Problem Solving, Project Execution, Project Implementation, Usability Testing, Vendor Relations, Primavera P6, MS Project, Microsoft Office 2007, SAP R/3, SharePoint, Earned Value Management, Aerospace & Defense..., PMO Services, Accounts Receivable, Accounts Payable, Waterfall Methodology, SDLC, Business Liaison with..., Banking, Financial Reporting, Requirements Analysis, Windows 7, Office Management, Outlook, Microsoft Excel, Customer Satisfaction, Quality Management, Microsoft Office 2003, Cross-functional Team..., Software Documentation, Test Planning, Coordination, Disaster Recovery, Governance, Internet, Information Technology, VPN, PC, LAN-WAN
Education
Northwood University 1994 — 1996
BS
Manchester Community College 1992 — 1993
None
Frederick Community College 1981 — 1982
Associates
Northampton Community College 1979 — 1980
None
Essex Financial Services, Inc. March 2010 - Present
ALBERTUS MAGNUS COLLEGE August 2009 - Present
MHN GOVERNMENT SERVICES January 2008 - September 2013
FIDELITY INVESTMENTS October 1999 - March 2010
ESPN March 1985 - May 2003
Aetna Financial Services October 1995 - July 1999
Shawmut Investment Advisors / MDS Bankmark April 1994 - October 1995
Merrill Lynch October 1991 - April 1994
Skills
Financial Planning, Investments, Insurance, Retirement Planning, Long Term Care Planning
Education
The University of Connecticut School of Business 1995 — 1999
MBA, Marketing
Franklin Pierce University 1990 — 1991
BS, Financial Management
Middlesex Community College 1982 — 1985
AS, Cable Telecommunications
ADP May 2015 - Present
ADP October 2007 - April 2015
ADP December 2002 - October 2007
Fidelity Investments March 2005 - March 2006
ADP August 1999 - March 2002
Skills
ADP Payroll, HRIS, Payroll, Leadership, Employee Benefits, Benefits Administration, Onboarding, PeopleSoft
Education
Franklin Pierce University
Bachelors, Business Management
Fidelity Investments July 2015 - Present
Fidelity Investments September 2014 - July 2015
Fidelity Investments July 2012 - September 2014
Fidelity Investments October 2011 - July 2012
Fidelity Investments September 2010 - October 2011
Fidelity Investments May 2008 - September 2010
Portland Radio Group May 2007 - August 2007
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Leadership, Research, SPSS, Adobe Creative Suite, SQL, Web Site Production, Oracle, Microsoft Office, Social Media, Marketing, Management, Sales, Access, Outlook, Data Analysis, Training
Education
Southern New Hampshire University 2010 — 2013
Masters, Marketing, 3.94
Franklin Pierce College 2004 — 2008
Bachelors of Science, Marketing, 3.89
Amphenol-TCS August 2013 - Present
Franklin Pierce University September 2004 - Present
Kronos,Inc May 2012 - August 2013
Fidelity Investments January 2012 - April 2012
Health Dialog October 2010 - January 2012
Fidelity Investments July 2001 - June 2010
Surebridge, Inc. July 2000 - July 2001
JGI BaaN January 1998 - July 2000
TSC BaaN November 1996 - January 1998
Watts Water Technologies July 1995 - November 1996
Skills
PL/SQL, T-SQL, SDLC, Informatica, Oracle SQL, CRM software, SQL Server 2005/2000, ERP, SQL, SQL*Plus, Business Intelligence, Data Warehousing, Databases, Data Analysis, Business Analysis, Documentation, Requirements Analysis, Access, Microsoft Office, Problem Solving, Excel, Change Management, Word, Visio, SQL Server, Analysis, PowerPoint, MS Project, Healthcare, Toad, Accounting, Cost Accounting, Billing, Cost Allocation, Software Documentation, Microsoft SQL Server, IT Management, Oracle, Microsoft Excel, Business Requirements, Business Process, Project Management, Management, Requirements Gathering, Systems Analysis, Data Modeling, Database Design, Integration, ETL, Agile Methodologies
Education
Franklin Pierce College 2001 — 2003
Master of Science, Information Technology Management
Franklin Pierce College 1986 — 1993
BS, Accounting
Santander Investment Services August 2013 - April 2014
Merrill Edge July 2012 - July 2013
Merrill Lynch January 2011 - August 2012
AARP Financial December 2005 - October 2010
Fidelity Investments February 2005 - December 2005
Education
Franklin Pierce University 2001 — 2002
BS, Financial Management
University of New Hampshire 1995 — 1996
A.S., Business Admin
Leidos October 2013 - Present
Camber Corporation October 2012 - October 2013
BAE Systems Information Technology August 2010 - October 2012
c2i productions August 2008 - April 2012
Fidelity Investments January 2002 - January 2005
2006 Fidelity Investments January 1999 - January 2002
Skills
Animation, Maya, VBS2, ESRI, GIS, Photoshop, Oxygen, Visual Landbuilder, Photography, Terrain Creation, 3D Modeling, 3d Texturing, MEL Script, Programming, Flash, Texturing, Game Design, Visual Effects, Unreal Engine 3, Python, Storyboarding, 3D, Modeling, Technical Writing, HTML, Motion Graphics, User Interface Design, Scripting, MEL, Adobe Creative Suite, Multimedia, 3D Studio Max, Video Games, Traditional Animation, Video, Level Design, Art, Dreamweaver, Rendering, Computer Animation, Management
Education
2006 - 2008 Full Sail University 2006 — 2008
Bachelors Degree of Science, Computer Animation; Computer Science Major
Full Sail University 2006 — 2008
Bachelor of Science (BS), Computer Animation
North Shore Community College 1996 — 1999
Computer Science
Fidelity Investments May 2014 - Present
Johnson and Wales University September 2012 - January 2014
Vector Marketing July 2012 - August 2012
Valve corporation July 2011 - February 2012
Skills
C++, Troubleshooting, Computer Hardware, Python, Microsoft Office, Visual Basic, SQL, JavaScript, Visual Studio, Unreal Engine 3, Garageband, Photoshop, Technical Support, Java, Spring, HTML, CSS, XML
Education
Johnson and Wales University 2012 — 2015
Bachelor of Science (BS), Computer Software Engineering
Franklin Pierce College 2011 — 2012
Bachelor of Science (BS), Information Technology, 4.0
Fidelity Investments October 2005 - Present
Thomson West February 2005 - October 2005
Paychex June 1993 - February 2005
Skills
401k Retirement Plans, FINRA Series 7 & 63, Payroll/HR Solutions, New Business Development, Time & Labor Solutions..., Employee Benefits, Business Planning, Channel Management, Pay-for-Performance..., 401k, CRM, Sales Process, Sales Presentations, Financial Services, Channel Partners, Retirement, Sales Management, Sales, Sales Operations, Management, Retirement Planning, Cold Calling, Finance, FINRA, Forecasting, Salesforce.com
Education
Franklin University 1984 — 1989
BS, Accounting/Finance
Glass Axis April 2014 - Present
National College July 2010 - Present
Fidelity Investments October 2007 - April 2009
Franklin University August 2001 - July 2007
Nationwide Financial Systems October 2000 - July 2003
Skills
Customer Relations, Public Information, Creative Writing, Technical Writing, Editing, Research, Microsoft Office, Project Management, Time Management, Public Speaking, Team Building, Program Management, Customer Service, Staff Development, Program Development
Education
Franklin University
Masters, Business Administration/Management Information Sciences
Rutgers, The State University of New Jersey-Newark
Bachelors, English/Journalism
Aon May 2013 - Present
BlueLine Associates May 2011 - May 2013
BB&T January 2008 - May 2011
Fidelity Investments September 2001 - January 2008
Skills
Business Process..., Business Analysis, Process Improvement, Vendor Management, Project Management, Six Sigma, PMP, Process Engineering, Change Management, Black Belt, Requirements Analysis, Business Process, Risk Management, PMO, Visio, Call Centers, Cross-functional Team..., IT Strategy, Operations Management, Analysis, Outsourcing, Program Management, Project Portfolio..., Business Transformation, CRM, Leadership, Strategy
Education
Franklin Pierce College
Purdue University
Collaborative Solutions, LLC March 2014 - Present
Mercer May 2010 - March 2014
Fidelity Investments March 2009 - May 2010
Fidelity Investments May 2008 - 2010
Ceridian January 2006 - May 2008
Blue Cross & Blue Shield of RI September 2001 - January 2006
Helix Technology Corporation September 1999 - May 2001
PricewaterhouseCoopers July 1998 - September 1999
Pricewaterhousecoopers 1998 - 1999
Partners Healthcare Systems July 1997 - July 1998
Skills
HRIS, Benefits Administration, Process Improvement, Employee Benefits, Business Analysis, Vendor Management, Performance Management, Change Management, Business Process..., Talent Management, Human Resources, SDLC
Education
Project Management Professional, PMP 2008 — 2012
Project Management Professional
Franklin Pierce College 1991 — 1995
Bachelor of Science (BS), Business Administration and Management, General
State Street July 2015 - Present
Fidelity Investments June 2014 - August 2014
Standard Chartered Bank August 2011 - June 2013
Deutsche Bank June 2010 - July 2011
McKinsey & Company October 2009 - December 2009
Deutsche Bank June 2009 - August 2009
Bain & Company 2009 - 2009
Skills
Investment Management, Financial Markets, Financial Analysis, Financial Modeling, Investment Valuation, Chartered Financial..., Emerging Markets, Corporate Finance, Derivatives, Bloomberg, Capital Markets, Investment Banking, Convertible Bonds, Coaching
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Fudan University 2006 — 2010
Bachelor of Laws (LLB), International Relations
University of California, Berkeley 2008 — 2008
n/a, Political Science
BNY Mellon May 2010 - Present
Fidelity Investments September 2005 - April 2010
U.S Biological June 2003 - August 2005
United States Postal Service September 2002 - May 2003
The Forum Corporation September 1990 - June 2001
The Forum Corporation July 1998 - September 1999
The Forum Corporation September 1996 - September 1998
The Forum Corporation August 1994 - September 1995
Scudder Stevens & Clark April 1992 - May 1994
Fidelity Investments April 1990 - April 1992
Skills
Expenses, Operational Excellence, Independent Thinker, Lotus Notes, Office Management, Operational Efficiency, Highly detail oriented, Calendars, Outlook, Expense Management, PowerPoint, Customer Service, Travel Arrangements, Microsoft Word, Administrative Support, Word, Team building and..., Spreadsheets, Management, Microsoft Excel, Marketing, Event Planning, Invoicing, Microsoft Office, Expense Reports, Time Management
Education
Franklin Pierce College 1984 — 1988
Bachelor of Arts (BA)
James Caldwell High School 1980 — 1984
High School Diploma
Fidelity Investments November 2013 - August 2014
Sasaki Associates June 2012 - August 2012
Skills
Financial Services, International..., Research, Proposal Writing, Financial Markets, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Sustainability, Social Media, Public Speaking, Social Networking, Event Planning, Leadership, Equity Trading, Intercultural..., Finance, Investments, Teamwork
Education
Hult International Business School 2014 — 2015
MIB, Masters International Business
Harvard University 2013 — 2013
Franklin University Switzerland 2010 — 2013
Bachelor of Arts (B.A.), International Economics emphasis in Political Economy; Minor Environmental Science
Varden Technologies September 2011 - Present
Eze Castle Software May 2011 - August 2011
chenega March 2008 - February 2011
chenega federal March 2008 - February 2011
Chenega Federal Systems March 2008 - February 2011
Chenega Logistics, LLC March 2008 - February 2011
CTS America, Inc. November 2004 - November 2007
Cyburt Software August 2003 - November 2007
L-3 Communications GSI October 2003 - November 2004
Fidelity Investments August 1998 - May 2003
Skills
C#, Microsoft SQL Server, XML, .NET, ASP.NET, Software Development, JavaScript, VB.NET, HTML, ASP, SQL, Software Engineering, Software Design, LINQ, CSS, jQuery, ASP.NET MVC, WCF, PL/SQL, Oracle, Databases, OOP, Programming, Web Applications, Java, Unix, Visual Basic, SharePoint, Integration, TFS, AJAX, Agile Methodologies, Database Design, T-SQL, IIS, Requirements Analysis, SDLC, SOA, Software Project..., VBScript, Visual Studio
Education
Franklin Pierce College 1990 — 1993
BS, Computer Information Systems
University of New Hampshire 1980 — 1983
Mechanical Engineering
White Mountains Regional H.S. 1976 — 1980
Black Oak Site and Contracting Corp September 2010 - Present
Harborside Healthcare 2007 - 2008
Fidelity Investments 2006 - 2007
Skills
Commercial Drivers..., NH Septic License
Education
Franklin Pierce University
Human Services
The Daniel Island Company October 2011 - Present
Portsmouth Harbor Events August 2010 - September 2011
Calypso Communications May 2010 - July 2011
Sheraton Hotel May 2010 - October 2010
Fidelity Investments December 2008 - December 2009
Education
Franklin Pierce University 2003 — 2005
Business Administration
Plymouth State University
B.S., Business Administration
Empower Retirement January 2015 - Present
Great-West Retirement Services November 2003 - Present
Fidelity Investments 1991 - 2003
Fidelity Investments 1993 - 1998
McDonald Investments 1984 - 1991
Education
Franklin University 2005 — 2013
Bachelor's degree, Human Resources Management & Business Administration, Magna Cum Laude
Tennessee Department of Children's Services July 2014 - Present
Fidelity Investments September 2012 - July 2014
Lockheed Martin August 2010 - September 2012
L-3 Communications May 2007 - August 2010
Kentucky Department of Veterans Affairs June 2003 - January 2007
Tennessee Department of Children's Services September 2001 - June 2003
Raytheon July 1995 - March 1998
US Army July 1991 - July 1995
Skills
Program Management, Leadership, Process Scheduler, Process Improvement, Training, Project Management, Project Planning, Staff Development, Team Building, Team Leadership, Research, Strategic Planning, Software Documentation, Change Management, Coaching, Public Speaking, Fundraising, Microsoft Excel, Customer Service, Microsoft Word
Education
Freed-Hardeman University 2008 — 2011
MBA, Business/Leadership
Freed-Hardeman University 2002 — 2006
M.Min, Ministry
Freed-Hardeman University 1998 — 2000
BA, Biblical Studies
Liberty Mutual Insurance November 2010 - Present
Fidelity Investments 1999 - November 2010
Allmerica Financial 1998 - 1999
Manulife Financial 1997 - 1998
Chubb LifeAmerica 1994 - 1997
American Family Insurance 1984 - 1994
Skills
Insurance, Vendor Relations, Offshore, Vendor, Vendor Management, PMP, SDLC, Software Project..., Program Management, Process Improvement, Analysis, Business Analysis, Business Process, Governance, IT Management, IT Strategy, Leadership, MS Project, Management, Project Delivery, Project Management, Software Development, Systems Analysis, Visio
Education
Franklin Pierce University 1994 — 1996
BS, General Studies
Madison Area Technical College 1981 — 1983
AS, Computer Programming
Fidelity Investments August 2014 - Present
Fidelity Investments October 2009 - Present
Donovan Data Systems March 2001 - August 2009
Prudential Insurance October 1998 - December 2000
Law Office of Brad Pollock February 1997 - October 1998
Barbato & Seidenberg, L.L.P. April 1996 - January 1997
Skills
Facilitation, Stategic Thinking, Setting Clear Goals &..., Fostering Innovation, Sound Decision Making, Building Key..., Analytical Thinking, Interpersoanal Awareness
Education
University of the District of Columbia - The David A. Clarke School of Law 1992 — 1995
J.D., Law
Franklin & Marshall College 1985 — 1989
B.A., English
Edgemont High School 1982 — 1985
J.S. Fleming Associates 2004 - Present
Fidelity Investments 1999 - 2004
Liebert Corporation 1988 - 1999
US Navy 1982 - 1988
Skills
Engineering, Data Center, Project Management, Vendor Management, Electricians, Switchgear, Electrical Engineering, Contract Management, Troubleshooting, Generators, Team Building, Electronics, Electrical, Contract Negotiation, UPS Systems, MS Office Suite, Direct Sales, Customer Relations, Sales, Key Account Mangement, Operations Management, Management, Leadership, Cross-functional Team..., Solution Selling, Project Planning
Education
Southern New Hampshire University 1999 — 2003
MBA, Business Administration
Franklin Pierce College 1997 — 1998
Bachelor of Science, Business Management
Franklin Pierce College 1993 — 1997
Associate of Arts, Business Management
Bank of America April 2010 - Present
Robert B. Coutoumas Senior Management Consulting June 2005 - March 2010
Wise March 2009 - October 2009
TDBank April 2008 - October 2008
Fidelity Investments May 2006 - April 2008
Madison Advisors, Colleyville, Texas 2005 - 2006
StateStreet Corporation 2001 - 2005
Northstar Steel and Aluminum January 2000 - May 2001
PEP Direct 1990 - 1999
Lockheed Martin - CalComp 1982 - 1989
Skills
Strategic Sourcing, Vendor Management, Global Sourcing, Outsourcing, Business Analysis, Integration, Process Improvement, Program Management, Management, Strategy, Leadership, Risk Management, Project Management, Strategic Planning, Enterprise Software, SDLC, Cross-functional Team...
Education
Franklin Pierce University 2008 — 2008
Rivier College 1993 — 1995
MBA
Springfield College 1977 — 1981
BS
Transamerica August 2015 - Present
Fidelity Investments November 2011 - July 2015
Great-West Life and Annuity Insurance Company December 2010 - November 2011
Skills
Excel, Outlook, Word, Critical Thinking, Innovative Problem..., Independent, Results Driven, Microsoft Excel, Process Improvement, Management, Analysis, Result Oriented, Microsoft Word, Training, Leadership, Customer Service, Banking, Marketing, Sales, Customer Satisfaction, Portfolio Management, Insurance
Education
Friends University 2011 — 2013
Master of Business Administration (MBA), Business, 3.85/4.00
Friends University 2009 — 2010
Business Management, Business
H & R Block Basic Tax 1991 — 1991
Certificate, Tax Preparation
Blue Cross Blue Shield of Massachusetts June 2010 - Present
JP Morgan January 2010 - June 2010
Fidelity Investments 2005 - 2009
Fidelity Investments 1993 - 2005
Fidelity Investments 1993 - 2005
Cardinal Health, Inc. 1990 - 1993
Hasbro Industries, Inc. 1989 - 1990
Prime Computer, Inc. 1984 - 1989
Skills
Program Management, Workforce Planning, Performance Management, Talent Management, Recruiting, Employee Relations, Change Management, Human Resources, Onboarding, Sourcing, Leadership Development, Leadership, Talent Acquisition, Organizational..., Succession Planning, HR Consulting, Executive Coaching, Training, Analysis, Operations Management, Strategy, Personnel Management, Deferred Compensation
Education
Tulane University 1978 — 1981
Master of Science, Psychology
Franklin & Marshall College 1974 — 1978
Bachelor of Arts, Psychology
Fidelity Investments April 2012 - January 2015
Pioneer Investments June 2008 - 2012
Pioneer Investments August 2003 - December 2007
Pioneer Investments December 2001 - July 2003
Digitas January 2001 - December 2001
DriverFX January 2000 - June 2000
CSC Consulting June 1992 - January 2000
Skills
IT Strategy, Business Analysis, Management, Strategy, Integration, Enterprise Software, CRM, Vendor Management, Asset Management, Distributed Agile
Education
Franklin & Marshall College
BA, Mathematics
Syracuse University - Florence, Italy
Architecture
Fidelity Investments January 2013 - Present
The Yankee Candle Company, Inc. September 2012 - Present
Fidelity Investments July 2010 - December 2013
Fidelity Investments June 2008 - June 2011
Fidelity Investments October 2007 - June 2008
Fidelity Investments April 2006 - October 2007
Fidelity Investments August 2004 - May 2005
Skills
Derivatives, Investments, Accounting, Microsoft Excel, Series 7, Financial Reporting, Mutual Funds, Bloomberg, Fixed Income, Account Reconciliation, Internal Controls, Asset Allocation, Series 63, Options, Financial Analysis, Valuation, Swaps, CDS, Equities, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Team Building, Management, Sales
Education
Franklin Pierce University 2003 — 2007
Bachelor of Applied Science (BASc), Accounting and Finance
Franklin Pierce University 2003 — 2007
Certification in Financial Management, Accounting and Finance
Fidelity Investments March 2014 - Present
Vanguard August 2012 - March 2014
Vanguard September 2011 - August 2012
Vanguard August 2010 - September 2011
Skills
Series 66, Series 7, Series 63, Series 6, Investments, Bloomberg Terminal, ThomsonOne, Written & Verbal..., Problem Solving, MS Office Products
Education
Franklin & Marshall College 2005 — 2009
Bachelor of Arts, Business, Organizations, and Society
Chestnut Hill Academy 1992 — 2005
Rollins College
kasina, a DST Company July 2015 - Present
Wells Fargo Asset Management May 2006 - July 2015
J.P. Morgan June 2001 - May 2006
Morgan Stanley February 2000 - June 2001
Fidelity Investments July 1999 - February 2000
Skills
Series 63, Retirement Planning, Finance, Mutual Funds, Trading, Series 7, Series 65, Series 9, Series 10, Certified Fund..., Equity Derivatives, Fixed Income, Equity Trading
Education
Franklin Pierce College 1995 — 1999
Bachelor of Science (B.S.), Accounting and Finance
Franklin Pierce University
Bachelor's Degree, Accounting and Finance
Merrill Lynch/Bank of America July 2010 - Present
Fidelity Investments August 2005 - March 2010
Harvard Extension School January 2007 - February 2010
Citizens Bank October 2004 - June 2005
PFPC Global Funds January 2000 - January 2004
Citibank S.A June 1997 - December 1999
Boavista Bank April 1996 - June 1997
Citibank S.A August 1990 - November 1995
Docenave - Vale January 1989 - January 1990
Astel January 1988 - January 1989
Skills
English, Portuguese, Spanish, Strategic Planning, Business Analysis, SDLC, Program Management, Project Management, Management, Information Technology, Testing, Agile Methodologies, Software Project..., Software Documentation, Requirements Gathering, Requirements Analysis, PMP, Enterprise Software, Leadership, PMO, Enterprise Architecture, ERP, Cross-functional Team..., Vendor Management, Business Intelligence, IT Strategy, Business Development, Agile Project Management, Process Improvement, Project Portfolio..., Integration, IT Management, Business Process..., Software Development, Business Process, ITIL, SharePoint, CRM, Data Center, Data Warehousing, MS Project, Visio
Education
ESI International 2011 — 2015
Master’s Degree, Master's Certificate in Project Management, Information Technology
ESI International 2011 — 2013
Associate's Certificate in Project Management, Information Technology
Harvard University
M.S, IMS
Fundação Getúlio Vargas 1999 — 1999
M.S, Marketing
Pontifícia Universidade Católica do Rio de Janeiro 1991 — 1992
Certificate, Computer Systems
Universidade Cândido Mendes 1986 — 1990
B.S, Law
IBPI - Instituto Brasileiro de Pesquisa em Informática 1986 — 1987
Certificate, Computer Science
Fidelity Investments April 2011 - Present
Avid Technology April 2010 - April 2011
Fidelity Investments June 2006 - January 2010
FIRST (non profit) October 2003 - June 2006
Hewlett Packard/Compaq/Digital Equipment Corporation December 1979 - June 2002
Skills
Business Analysis, Project Management, Business Process..., SDLC, Program Management, Process Improvement, Business Requirements, Requirements Analysis, Requirements Gathering, PMP, Software Project..., PMO, Certified...
Education
Southern New Hampshire University 2009 — 2010
Certification, HR Management
Franklin Pierce College 2000 — 2005
Bachelors of Science, General Studies
Fidelity Investments October 2013 - Present
Fidelity Investments September 2006 - October 2013
Fidelity Investments 1999 - 2006
Parametric Technology Corporation 1998 - 1999
IBM 1997 - 1998
SII 1996 - 1997
Inspex Inc. 1993 - 1996
Skills
Java, Tomcat, Websphere, Spring, Oracle, Hibernate, Java Enterprise Edition, C#, JSP, Design Patterns, JavaScript, Shell Scripting, Python, Django, Ruby, Sybase, JDBC, Ant, JUnit, Nmap, Metasploit, Netcat, Wireshark, Performance Engineering, WebSphere
Education
Stanford University 2012 — 2012
MOOC, Cryptography, Complete with distinction
University of Michigan 2012 — 2012
MOOC, Introduction to finance, Complete with a signed certificate
UMass Lowell 1991 — 1993
Master of Science, Computer Science
Fudan University 1982 — 1986
BS Mathematics, Numerical Analysis
复旦大学附属中学 1980 — 1982
High school diploma, High School/Secondary Diplomas and Certificates
Citi 2003 - Present
Fidelity Investments 1996 - 1997
Eaton Vance 1993 - 1996
Education
NYU Stern School of Business 1997 — 1999
MBA, Finance
Franklin & Marshall College 1989 — 1993
BS, Business Administration
Shepaug Valley HS 1985 — 1989
Liberty Mutual Insurance 2008 - Present
Liberty Mutual Insurance 2009 - 2014
Liberty Mutual 2008 - 2011
Fidelity Investments January 2001 - February 2008
Cabletron 1997 - 2000
Skills
Proven IT leadership, Financial acumen with..., Excellent written..., Extensive executive...
Education
Franklin Pierce University 2001 — 2006
Master of Science, IT Management
University of Maine Farmington 1990 — 1994
Bachelor of Science, Secondary Education, English
Fidelity Investments September 2015 - Present
VacationOwnership.com LLC September 2013 - September 2015
Nightmare New England / SpookyWorld September 2013 - November 2013
GameStop December 2012 - January 2013
New England Regional Mortgage Corp. June 2012 - August 2012
Pizza Hut Hudson, NH April 2007 - August 2009
Granite State Soccer League April 2003 - August 2009
SportsZone November 2006 - February 2009
Skills
Microsoft Office, SPSS, Photoshop, Alice programming..., GIMP, SEO, Social Media, Email Marketing, Marketing, Facebook, Blogging
Education
Franklin Pierce College 2009 — 2013
Bachelor of Science (BS), Marketing
Campbell High School 2005 — 2009
EMC April 2015 - Present
EMC October 2013 - Present
EMC November 2011 - October 2013
EMC November 2010 - November 2011
RSA, The Security Division of EMC April 2007 - November 2010
RSA Security Inc. January 2004 - December 2006
RSA Security Inc. January 2000 - December 2003
KeySpan Home Energy Services September 1998 - January 2000
Fidelity Investments July 1997 - September 1998
ActMedia February 1993 - June 1997
Skills
Marketing Automation, Workflow Design, Agile Project Management, Email Marketing, Direct Marketing, Digital Marketing, Online Marketing, Integrated Marketing, Online Advertising, Demand Generation, Marketing, Marketing Communications, Lead Generation, Multi-channel Marketing, Strategy, Marketing Management, Social Media, SEM, B2B Marketing, Social Media Marketing, B2B, Product Marketing, Competitive Analysis, Google Analytics, Database Marketing, Analytics, Management, Strategic Partnerships, Salesforce.com, Product Management, Web Analytics, CRM, Customer Acquisition, Marketing Strategy, Content Management, PPC, E-commerce, Segmentation, Webinars, Go-to-market Strategy, Direct Mail, Sales Enablement, SEO, Campaign Management, Enterprise Software, Program Management
Education
Franklin & Marshall College 1982 — 1986
B.A.
University of Connecticut
MBA
Signator Investors, Inc. November 2013 - Present
Army National Guard July 2012 - Present
Members Financial Services July 2013 - November 2013
Investors Capital April 2012 - June 2013
Sovereign Bank September 2011 - February 2012
John Hancock November 2010 - June 2011
Merrill Lynch September 2007 - October 2010
Upromise 2010 - 2010
Fidelity Investments January 2006 - January 2007
American General Financial Services 2004 - 2005
Skills
Mutual Funds, Series 7, Investments, Fixed Annuities, Series 63, Financial Advisory, Financial Services, Series 65, Trading, Insurance, Finance, Securities, Retirement Planning, Annuities, Sales Support, Inside Sales, Retail Management, Uniform Combined State..., FINRA, Retirement, Variable Annuities, Investment Advisory, Equities, IRAs, Life Insurance, Sales, Series 24
Education
Franklin Pierce University 2003 — 2005
MBA, Leadership in Management
Keene State College 1998 — 2002
BS, Management
salem high school 1994 — 1998
Merrimack College
CFP Coursework, CFP prep
Fidelity Investments January 2012 - Present
Beneficent Congregational Church, UCC June 2009 - December 2012
Fidelity Investments - Personal Trust May 2006 - January 2012
LMN Partners LLC d/b/a Subway® Restaurant November 2005 - October 2007
Fidelity Investments - Personal Trust May 2002 - May 2006
Fidelity Investments July 2000 - 2002
Fidelity Investments November 1999 - July 2000
Ernst & Young February 1996 - November 1997
Skills
Investments, Mutual Funds, Risk Management, Series 7, Securities, 401k, Retirement Planning, Investment Advisory, Wealth Management, Insurance, Estate Planning, Financial Analysis, Personal Trust..., Trust Management, Charitable Trusts, Trustee, Fiduciary Services, Tax Accounting, Tax Preparation, Non-profit..., Trust Services, Project Management, Program Implementation, Asset Managment, Banking, Asset Management, Tax, Organizational..., Leadership, Budgets, Process Improvement, Non-profit Volunteer, Business Process..., Coaching
Education
Cannon Financial Institute 2012 — 2014
CTFA Candidate
Suffolk University - Sawyer Business School 2006 — 2009
MST
Nichols College 1991 — 1993
MBA
Franklin Pierce University 1987 — 1991
BS
Triangle Credit Union August 2011 - July 2014
Triangle Credit Union June 2010 - August 2011
Triangle Credit Union December 2008 - June 2010
Fidelity Investments May 2006 - December 2007
Fidelity Investments February 2004 - May 2006
Skills
Management, Customer Service, Microsoft Word, Payroll, Team Leadership, Risk Management, Credit, Leadership, Data Analysis, Access, Mortgage Lending, Microsoft Office, Auditing, Databases, Operations Management, Loans, Teamwork, Finance, Process Improvement, Team Building, Financial Analysis, Microsoft Excel, Business Analysis, Employee Benefits, Banking, Outlook, Analysis, Software Documentation, Consumer Lending, Accounting, Forecasting
Education
Franklin Pierce College 1998 — 2000
North Middlesex Regional High School
Fidelity Investments October 2011 - Present
Fidelity Investments January 2011 - October 2011
Thomson Reuters August 2007 - January 2011
Reuters October 2003 - July 2007
Thomson Reuters May 1994 - October 2003
Education
Franklin Pierce College 1991 — 1994
Bachelor of Science, Accounting
Financial Recovery Technologies September 2015 - Present
Brown Brothers Harriman April 2008 - August 2015
Ascend Consulting August 2006 - April 2008
Brown Brothers Harriman November 2000 - August 2006
Fidelity Investments September 1999 - October 2000
Skills
Fixed Income, Equities, SDLC, Securities, Business Analysis, Financial Services, Capital Markets, Finance
Education
Franklin Pierce University 1995 — 1999
B.S, Management
Holy Name Central Catholic High School 1993 — 1995
Northbridge High School 1991 — 1993
The Carlyle Group September 2011 - June 2014
FBR Capital Markets 2004 - September 2011
Fidelity Investments 2000 - 2004
PricewaterhouseCoopers 1998 - 2000
Education
Miami University 1994 — 1998
BS, Business Administration
Miami University 1994 — 1998
BA, Spanish
Fundación Universidad de las Américas Puebla
Spanish Language and Culture
ChatID April 2015 - Present
HNW January 2014 - December 2014
Fidelity Investments April 2012 - November 2013
Unicast May 2010 - April 2012
Pershing LLC February 2004 - May 2010
Skills
User Experience, Graphic Design, Flash, Interaction Design, User Interface Design, User Experience Design, User-centered Design, ActionScript, Web Development, CSS, User Interface, Heuristic Evaluation, Usability Testing, Information Architecture, Creative Direction, CMS, User Research, Adobe Creative Suite, Usability Engineering, Agile Project Management, Web Applications, HTML, WordPress, Contextual Inquiry, Mobile Devices, JavaScript, Java Script Frameworks, Backbone.js, jQuery, jQuery UI, jQuery Mobile, Ember.js, Angular.js, Node.js, Front-end, Agile Methodologies
Education
Freie Universität Berlin 1985 — 1990
TD 2015 - Present
TD 2011 - 2014
TD 2007 - 2010
Liberty Mutual Insurance 2006 - 2007
Fidelity Investments 2003 - 2006
Fidelity Investments 2003 - 2003
Fidelity Investments 2000 - 2002
Fidelity Investments 1998 - 2000
IRI Software Information Resources 1996 - 1998
IRI Software Information Resources 1995 - 1996
Skills
SDLC, Project Management, Visio, MS Project, Process Improvement, PMP, Six Sigma, HP Quality Center, Business Objects, Office all Office Suite, Microsoft Office..., Project Planning, System Development Life..., Business Process..., Business Requirements, Business Acceptance..., Financial..., Business Process, Software Documentation
Education
Franklin Pierce College 1986 — 1991
Bachelor's Degree BSCS, Computer Science
Liberty Mutual 2006 — 2007
Fidelity Investments 2006 — 2006
TD Bank 2007 — 2008
RooSites Web Development, LLC January 1997 - Present
Roos Thoroughbred Services February 1987 - Present
Fidelity Investments July 2006 - June 2010
Fidelity Investments 2000 - 2005
Barry D. Roos Racing Stable February 1987 - March 2003
Skills
Social Media, Customer Relations, Web Design, Social Media Marketing, CMS, E-commerce, Online Marketing, Social Networking, SEO, HTML, Graphic Design, PHP, Website Development, Email Marketing, Facebook, SEM, Web Development, Blogging, CSS, Web Analytics, Photoshop, Marketing Communications, XHTML, Google Analytics, Customer Service, Management, WordPress, Project Management, Entrepreneurship, Small Business, Web Content, User Experience, Content Management, Online Advertising, Web 2.0, Web Marketing, Digital Marketing, Google Adwords, Start-ups, PPC, Web Content Management, Information Architecture, Lead Generation, Digital Strategy, Content Strategy, Mobile Marketing, Mobile Applications, Dreamweaver, Analytics, Strategic Partnerships
Education
University of Kentucky 1981 — 1984
Agricultural Economics
Franklin Pierce University
Management, Business
Newton South High School
FIS February 2015 - Present
Orion Health April 2014 - February 2015
Orion Health November 2013 - April 2014
Orion Health October 2011 - November 2013
Kenexa August 2007 - October 2011
Adheris, Inc. January 2005 - August 2007
Lockwood Technology August 2000 - January 2005
Lockwood Technology 1997 - 2002
Lockwood Technology 1997 - 2002
Fidelity Investments 1997 - 1999
Skills
SaaS, Microsoft .NET, Microsoft SQL Server, SQL, SAML 2.0, Project Management, C#, Kenexa Workbench, Kenexa 2xB, Rhapsody, Enterprise Software, Software Project..., .NET, XML, SDLC, Integration, Software Development, Requirements Analysis, Agile Methodologies, Scrum, Web Services, DSM (Direct Secure..., HIE, Health Information..., Testing, Requirements Gathering, Solution Architecture, Agile Project Management, SOA, Software Implementation, Business Intelligence, Visio, Business Analysis, Enterprise Architecture, Databases, Web Applications, Software Documentation, Data Warehousing, Oracle, Systems Analysis, Software Design, IT Strategy, Crystal Reports, IIS, HL7, JavaScript, Database Design, Unix, Software Engineering, Healthcare Information...
Education
Franklin Pierce University 2004 — 2006
Master of Science, Information Technology and Leadership
Franklin Pierce University
Master's degree, Information Technology
Fidelity Investments August 2014 - Present
Aspect Software April 2012 - August 2014
convergent networks October 2000 - March 2012
Guidant Corporation June 1998 - September 2000
Select Technologies, Inc January 1997 - June 1998
Skills
SIP, Linux, TCP/IP, C, Solaris, C++, XML, Testing, Embedded Software, Java
Education
Syracuse University 1995 — 1996
M.S., Computer Engineering
Fudan University 1991 — 1994
M.S., Electronic physics
Fudan University 1987 — 1991
Bachelor's Degree, Electronic physics
Fidelity Investments Project ManagerHewlett PackardSeptember 2001 - June 2003
Compaq June 1998 - September 2001
Digital Equipment Corp December 1979 - June 1998
Education
Franklin Pierce University 2002 — 2004
Fidelity Investments
Skills
Business Analysis, Six Sigma
Education
Southern New Hampshire University 2007 — 2009
MBA
Franklin Pierce University 1999 — 2000
B.A., Financial Management
NHTI, Concord's Community College 1987 — 1989
A.S., Accounting
Fidelity Investments
Skills
Mutual Funds, Series 63, Series 7, FINRA, Risk Management, Financial Services, Series 24, Securities
Education
Franklin Pierce University 1994 — 1997
Elbit Systems of America, Merrimack (Kollsman, Inc) 2007 - Present
Kollsman Inc 2007 - October 2011
BAE Systems 2004 - 2007
Fidelity Investments 1999 - 2004
Fidelity Investments 1996 - 1999
Cabletron Systems 1992 - 1996
Skills
Testing, Requirements Analysis, Software Quality..., Test Planning, Engineering, Quality Assurance, Process Improvement, Program Management, Software Documentation, Software Engineering, Aerospace, Leadership, Systems Engineering, Integration, Analysis, Embedded Systems, Management, SDLC, Cross-functional Team..., Earned Value Management, Six Sigma
Education
Southern New Hampshire University 1988 — 1990
MBA, Business
Franklin Pierce College 1984 — 1988
Bachelor's Degree, Computer Science
Fidelity Investments August 2011 - Present
Skills
Series 7, Mutual Funds, Financial Services, Series 63, Securities, Investments, Equities, Certified Scrum Product...
Education
Franklin Pierce University
Fidelity Investments August 2014 - Present
Financial Industry Regulatory Authority December 2003 - July 2014
American Stock Exchange July 2001 - December 2003
AXA June 2000 - July 2001
Education
Frostburg State University 1997 — 2000
Fidelity Investments March 2015 - Present
SSgA November 2004 - March 2015
State Street Corporation September 2000 - November 2004
Skills
Equities, Fixed Income, Investments, Mutual Funds, Financial Services, Asset Management, Hedge Funds, Bloomberg, Financial Analysis, Derivatives, Securities, Risk Management, Business Analysis, Investment Banking
Education
Lasell College 2013 — 2016
Master of Science (M.S.), Project Management
Franklin Pierce University 1996 — 2000
Bachelor's of science, International Business
Fidelity Investments October 2013 - Present
Fidelity Investments September 2006 - September 2013
National Financial January 2004 - August 2006
National Financial April 1998 - December 2003
Citibank 1994 - 1998
Bay View Federal Bank January 1993 - December 1994
Eastern Bank January 1990 - December 1992
Skills
Risk, Brokerage, Risk Management, Financial Risk, Investments, Credit Risk, Equities, Fixed Income, Financial Services, Series 7, Derivatives, Securities, Options, Portfolio Management, Operational Risk, Operational Risk..., Banking, Vendor Management, Alternative Investments, Market Risk, Mutual Funds, Finance, Capital Markets, Relationship Management, Leadership, Analysis
Education
Franklin Pierce College
Bachelor of Arts (B.A.), Accounting
Fidelity Investments Release EngineerPaymentech1997 - 1999
Education
Franklin Pierce University 1997 — 2004
Fidelity Investments April 2014 - Present
Fidelity Investments August 2006 - April 2014
Fidelity Investments September 2004 - August 2006
Skills
Accredited Domestic..., Equity Compensation, Black-Scholes, Certified Financial..., Financial Services, Securities, Series 7, Series 63, Financial Planning
Education
Franklin Pierce University
BS, Finance
Fidelity Investments January 2012 - Present
Massage Envy May 2011 - December 2012
JPMorgan Chase October 2008 - April 2011
Lab Corp April 2008 - July 2008
Southwest Alliance of Asset Managers April 2004 - September 2007
Skills
Swedish, Invoicing, Time Management
Education
Full Sail University 2003 — 2003
Associate of Arts (A.A.), Recording Arts
Oklahoma Christian University 1999 — 2002
BS, Liberal Studies: Art, Music, Bible
Fidelity Investments November 2014 - Present
Raytheon August 2008 - July 2014
Anystream January 2007 - May 2008
Corsec Security May 2006 - November 2006
James Madison University September 2004 - May 2006
James Madison University May 2001 - May 2004
Fort Meade Army Base June 2001 - September 2001
Skills
Testing, Quality Assurance, Unix, HTML, Microsoft Office, XML, Software Quality..., Windows, Operating Systems, Java, OS X, Technical Writing, JavaScript, Software Documentation, CSS, Manual Testing, Security, Microsoft Excel, Security Clearance, Media & Entertainment, Mac, Documentation, Network Security, Word, Microsoft Word, Windows XP, Telelogic DOORS, Software Quality, TCP/IP, Web Development, DoD, Technical Support, FrameMaker, Help Desk Support, Hardware, RoboHelp, Python
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
James Madison University 1999 — 2004
Bachelor's Degree, Technical and Scientific Communication
Queen Associates September 2015 - Present
Knowledgent March 2015 - June 2015
IDG Global Solutions March 2010 - February 2014
Fidelity Investments April 2007 - February 2009
Dow Jones February 2006 - December 2006
Madavor Media LLC December 2004 - February 2006
Reed Business Information June 1997 - December 2004
American Speedy Printing 1995 - 1997
QUALIPRINT GRAPHIX 1994 - 1995
Printing Plus 1992 - 1994
Skills
Project Management, Product Development, Account Management, B2B, Integrated Marketing, Lead Generation, Email Marketing, Digital Marketing, Online Advertising, Management, Budgets, Digital Strategy, Direct Marketing, Digital Media
Education
PROJECT MANAGEMENT INSTITUTE 2014 — 2014
Program Management Professional Certification
Future Media Concepts 2009 — 2010
Certificate, Adobe Desktop Publishing & Web Design Master Course
Franklin Pierce College 1988 — 1992
Bachelor of Arts (B.A.), Graphic Communications
Old Rochester Regional HS
Fidelity Investments July 2015 - Present
Geek Squad August 2014 - July 2015
Kearsarge Regional School District 2007 - 2010
Skills
Computers, Software Design, Software Installation, Computer Repair, Computer Maintenance, Computer Proficiency, Website Development, Website Updating, Google Website Optimizer, Database Administration, Database Design, Document Drafting, Forms Development, Office Administration, Administrative..., Customer Service, Microsoft Office, Hardware, Training
Education
Franklin Pierce University 2005 — 2008
Bachelor's degree, Computer and Information Sciences and Support Services
Fidelity Investments December 2013 - Present
Skills
Visio, Vendor Management, Process Improvement, Business Analysis, Project Management, Funding Governance, Facilitation
Education
Franklin Pierce University
MBA, Information Technology Management
Franklin Pierce College 2006 — 2009
BS Management
State of New Hampshire March 2015 - Present
Fidelity Investments 2011 - March 2015
Fidelity Investments 2006 - 2011
Fidelity Investments 2005 - 2006
Fidelity Investments 2004 - 2005
High Mowing School 2001 - 2004
Cirtronics Corporation 2000 - 2001
Freelance Writer, Editor, Creative Thinker 1994 - 1999
The Beckley Group / Vista Futures 1984 - 1987
Perry County Cheese Company 1982 - 1984
Skills
Customer Service, Microsoft Office, Microsoft Excel, Project Management, Leadership, Business Analysis, Strategic Planning, Financial Analysis, Risk Management, Process Improvement, Sales, Microsoft Word, Analysis
Education
Southern New Hampshire University 2015 — 2018
Currently Enrolled -- Masters of Science, Accounting / Taxation
Franklin Pierce University 2002 — 2008
Bachelor of Science, Accounting, GPA 3.15
RxAnte, LLC August 2014 - Present
RxAnte, LLC June 2013 - July 2014
Health Dialog October 2011 - May 2013
Health Dialog July 2005 - October 2011
Fidelity Investments 2003 - July 2005
Skills
Process Engineering, Strategic Planning, Operations Management, Budgeting, Contract Negotiation, Budgets, Management, Leadership, Program Management, Strategy, Organizational..., Mergers & Acquisitions, Project Planning, Human Resources, Product Development, Business Development, Vendor Management, Analysis, Analytics, Cross-functional Team..., Business Strategy, Process Improvement, PMO, Executive Management, Healthcare, Change Management, Business Analysis, P&L Management, Healthcare Information...
Education
Franklin Pierce College 1998 — 2000
MBA, Leadership
Saint Anselm College 1995 — 1998
BA, Sociology
OneSource Virtual January 2015 - Present
Fidelity Investments June 2004 - January 2015
Fidelity HR Services 2004 - January 2015
City of Concord, NH August 1998 - May 2004
Skills
Requirements Analysis, Business Analysis, Requirements Gathering, Project Management, SDLC, Business Requirements, Process Improvement, Risk Management, Visio, Waterfall, Vendor Management, Software Project...
Education
Franklin Pierce College 2002 — 2004
MBA, Business Administration, Management and Operations
Fidelity Investments DirectorCIGNA1993 - 2004
Skills
Data Center, Vendor Management, Integration, Product Management, Process Improvement, Troubleshooting, Solution Selling, Program Management, Project Management, Business Continuity, Telecommunications, Outsourcing, Disaster Recovery, Cross-functional Team..., Change Management, Management, Business Analysis, Operations Management, Project Planning, Team Leadership, Contract Negotiation, Leadership, Product Marketing, Team Building, Cloud Computing, MS Project, Strategy, Strategic Planning, Risk Management, Strategic Partnerships
Education
Franklin University
BS, Electronic Engineering
Fidelity Investments May 2010 - Present
The Factory December 2008 - September 2011
q media solutions November 2007 - August 2009
Skills
Video Editing, Digital Media, New Media, Post Production, Media Production, Sound, Camera Operating, Video, Video Production, HD Video, Final Cut Pro, Avid Symphony, Color Grading, Sorenson Squeeze, Camera Operation, Cinematography, Video Compression, Online Video, Final Cut Studio, Directing, Short Films, Sound Design, Broadcast, Editing, Television, Content Strategy, Teaching, Workshop Facilitation, Documentaries
Education
Full Sail University 2000 — 2002
Associate of Science (A.S.), Film & Video Production
The University of Georgia 1995 — 1999
B.A., English, Film Studies
FidelityInvestment Life Insurance Co Sr. Inside WholesalerFidelity Investments Life Insurance Co.2005 - Present
Fidelity Investments September 2004 - September 2005
Weathervane Financial August 2000 - March 2004
Dudley Financial Services March 1983 - July 1995
Education
Merrimack College 2004 — 2006
CFP, financial planning
Franklin Pierce University 1995 — 1998
BS, Finance/Accounting
Fidelity Investments September 1993 - Present
Education
Frostburg State University 1973 — 1977
BS, Psychology
Fort Hill High School
CA Technologies July 2014 - Present
CA Technologies October 2007 - Present
Fidelity Investments April 2007 - October 2007
Fidelity Investments May 2000 - April 2007
Northeast Retirement Services 1998 - 2000
State Street 1997 - 1998
KPMG 1995 - 1997
Skills
Team Leadership, Account Management, Portfolio Management, Enterprise Software, Sales Presentations, Salesforce.com, Data Conversion, Contract Negotiation, Project Management, Financial Services, Sales
Education
Franklin Pierce University 1988 — 1992
BS, Accounting
Community Bridges June 2014 - Present
Community Bridges February 2009 - Present
Fidelity Investments August 2007 - December 2008
New Hanover Regional Medical November 2006 - July 2007
Catholic Medical Center March 2000 - November 2006
NimCor, Inc March 1996 - March 2001
Sowerby Healthcare, Inc August 1992 - March 1996
Skills
Employee Relations, Organizational..., Performance Management, Talent Management, Process Improvement, Strategic Planning, HRIS, New Hire Orientations, Management, Change Management, Policy, Employee Benefits, Team Building, Leadership, Coaching, Mentoring, Customer Service, Benefits Administration, Leadership Development, Succession Planning, Employee Engagement, Onboarding, Hiring, Microsoft Office, Healthcare, Management Development, Payroll, Program Management, Interviews, Benefits, SPHR, Talent Acquisition, Compliance, Budgeting, Conflict Resolution, Interviewing, Workers Compensation, Employment Law, Staff Development, Workforce Planning, Problem Solving, HR Policies, Non-profits, Customer Relations, Training, Human Resources, Recruiting
Education
Southern New Hampshire University 2001 — 2005
Masters, Organizational Leadership
Franklin Pierce University 1995 — 1998
Bachelors, HR Management
Franklin Pierce University 1991 — 1994
Associates, Accounting
LPL Financial Services October 2007 - Present
John Hancock Life Ins Co Usa January 2006 - December 2006
Fidelity Investments January 2005 - December 2005
Sunlife Financial Services January 2004 - December 2005
PFPC Global Fund Services January 1996 - December 2004
Skills
Retirement Planning, Series 7, Investments, Portfolio Management, Retirement, Series 63, Strategic Financial..., Microsoft Excel, Mutual Funds, Securities, Wealth Management, Financial Analysis, •Computer literacy in...
Education
Franklin Pierce University 1988 — 1992
Bachelor of Arts (B.A.), History
Warwick Valley High School 1984 — 1988
Liberal Arts, Liberal Arts and Sciences, General Studies and Humanities
Veritude May 2006 - Present
Fidelity Investments 2006 - 2008
Hewlett-Packard October 1977 - September 2005
Hewlett Packard 1987 - 2005
HP 1987 - 2005
Education
Franklin Pierce University 1989 — 1990
Business Management
Northeastern University 1980 — 1982
Business Management
Mount Wachusett Community College 1977 — 1980
A.S., Business Education
Automation Anywhere July 2014 - Present
Valiantica Inc July 2012 - June 2014
PNC Bank May 2008 - July 2012
National City Bank May 2007 - April 2008
Fidelity Investments February 2004 - April 2007
BCCUSA September 2000 - January 2004
Sansoft January 1999 - August 2000
Skills
WCF, .NET, Web Services, SOA, Business Analysis, Software Development, SDLC, LINQ, ASP.NET, VB.NET, Production Support, DotNetNuke, C#, Microsoft SQL Server, Oracle, IIS, Requirements Analysis, PL/SQL, Agile Methodologies, Silverlight, SQL Server, Oracle 10G, UML, ADO.NET, CSS, DHTML, OOAD, XAML, Visual Basic, Software Project..., HTML, Design Patterns, JavaScript, VBScript, NHibernate, WPF, Crystal Reports, XSLT, Enterprise Architecture, Java software..., SaaS, PaaS, MongoDB, RabbitMQ, MSMQ, WebSphere MQ, Zachman, Cloud Computing, Security Authentication, Microsoft Test Manager
Education
Franklin University 2008 — 2010
MS, Computer Science
University of Madras 1996 — 1999
M.C.A, Master of Computer Applications
University of Madras 1993 — 1996
B Sc, Bachelor of Science in Chemistry
EMD Millipore March 2015 - Present
Agero, Inc. November 2009 - Present
Fidelity March 2004 - March 2009
Fidelity Investments March 2004 - May 2008
National Grange Mutual July 1999 - March 2004
Timken MPB 1997 - 1998
Skills
HRIS, Payroll, Employee Relations, Budgeting, ADP, Benefits, Benefits Administration, Performance Management, Process Improvement, Vendor Management, Applicant Tracking..., Metrics, Business Process..., Employee Benefits, Onboarding, Business Analysis, Compliance, Vendor Relations, BPO, Crystal Reports, 401k, Software Implementation, Background Checks, HR Policies, Requirements Analysis, Hiring, Data Analysis, Policy, Six Sigma, Employment Law, Interviewing, Problem Solving, Documentation, Human Capital Management, FMLA, Talent Acquisition, Payroll Processing, Administration, HR Strategy, COBRA, Ceridian, Full-cycle Recruiting, ADP Payroll, Payroll Administration, Visio, HR Transformation, Call Center, Open Enrollment, HR Solutions, Benefit Administration
Education
Franklin Pierce University 1993 — 1996
Bachelors, Business Management
Franklin Pierce University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Hollis-Brookline High School July 2015 - Present
Hollis-Brookline School District (SAU 41) June 2013 - Present
Milford Mustangs January 2013 - January 2015
Milford School District - SAU 40 October 2013 - June 2014
Medicus Healthcare Solutions February 2012 - February 2013
City of Nashua, NH August 2009 - February 2012
United Way of America 2009 - 2012
Fidelity Investments February 2007 - February 2009
MarketStar September 2006 - February 2007
Blockbuster October 2005 - October 2006
Skills
Customer Service, Employee Relations, Problem Solving, HRIS, Payroll, Recruiting, Microsoft Word, Budgets, Human Resources
Education
Southern New Hampshire University 2009 — 2013
Business Administration: HR management
Franklin Pierce University 2005 — 2006
Music Education
Singing Oaks Church of Christ March 2011 - Present
Fidelity Investments 2007 - 2007
Skills
Photoshop, Illustrator, InDesign, After Effects, Premiere Pro, Word, PowerPoint, Keynote, MediaShout, ProPresenter, Video Editing, Graphic Design, Motion Graphics, Adobe Creative Suite, Facebook, Art, Microsoft Office, Premiere
Education
University of North Texas 1996 — 2000
Radio and Television
Full Sail University
Graphic Design
Dundee Wealth 2008 - Present
Invesco Trimark 1998 - 2006
Fidelity Investments 1996 - 1998
Ford Motor Company 1993 - 1996
Skills
Financial Analysis, Financial Modeling, Risk Management, Banking, Mutual Funds, Business Analysis, Equities, Strategic Financial..., Wealth Management, Fixed Income, Securities, Investments, Portfolio Management
Education
Ohio University 1991 — 1993
MA, Int'l Administrative Studies
University of Oregon 1990 — 1991
Courses, Accounting, Finance
Fudan University 1980 — 1984
BA, Int'l studies
Wells Fargo Advisors, LLC February 2013 - Present
Dharma Kitchen January 2012 - January 2013
Fidelity Investments December 2010 - December 2011
Fidelity Investments June 2007 - December 2010
Fifth Third Bank July 2006 - June 2007
Morgan Stanley March 2005 - May 2006
Skills
Microsoft Excel, Microsoft Office, Insurance, Finance, Manage client..., Client Liaison, Annuity Sales, Equity Trading, Bonds, Salesforce.com, Banking, Mortgage Industry, Money Management
Education
Franklin University
B.S., Computer Science
Fidelity Investments June 2013 - Present
Zeiders Enterprises, Inc November 2012 - June 2013
USAA July 2010 - November 2012
M.J. Smith & Associates January 2008 - January 2010
TIAA-CREF July 1998 - February 2008
GREAT WEST LIFE AND ANNUITY INSURANCE COMPANY May 1996 - July 1998
JANUS SERVICE CORPORATION July 1995 - May 1996
Skills
Investments, Retirement Planning, Annuities, Asset Management, Mutual Funds, Insurance, Wealth Management, Financial Planning, Pensions, Risk Management, Series 7, Retirement, Series 66, Investment Strategies, Annuity, Insurance Planning, Series 63, Customer Relations, Asset Allocation, 401k, Securities, Customer Service, Financial Analysis, Budgeting, Strategic Financial..., Finance, Fixed Annuities, Life Insurance, Financial Planners, Financial Advisory, Portfolio Management, Investment Advisory, Personal Financial..., Personal Finance, Financial Services, Leadership, Relationship Management, Management, Strategic Planning, Analysis
Education
AAMS, College for Financial Planning 2011 — 2011
CRPC, College for Financial Planning 2011 — 2011
CASL, The American College 2007 — 2007
ChFC, The American College 2005 — 2005
CMFC, College for Financial Planning 1999 — 1999
Frostburg State University 1983 — 1987
Bachelor of Science, Business Administration; Economics, Finance & General Business
Winston Churchill High School 1980 — 1983
TraceyC-Media.com, TraceyC_Online 2011 - Present
Freelance Editor/Reporter/Photojournalist 2010 - Present
SUN Publishing Co. April 2015 - September 2015
Cranston Herald, Johnston Sunrise June 2013 - September 2013
GoLocalProv April 2013 - June 2013
RI Central Newspapers April 2012 - April 2013
Jamestown Press 2011 - 2012
Patch.com 2010 - 2012
State of Rhode Island & Providence Plantations 2009 - 2010
Fidelity Investments 2000 - 2001
Skills
Digital Media, New Media, News Writing, Investigative Reporting, Marketing, Photography, Social Media, Entertainment, Fundraising, Publications, Editing, Copy Editing, Event Management, Writing, Media Relations, Journalism, Online Social Networking, Breaking News, Video, Multimedia, Press Releases, Web Design, Legal Writing, Research, Feature Articles, Newsletters, Copywriting, AP Style, Facebook, Proofreading, Social Media Marketing, social media networking, Ghostwriting, Political Consulting, Social Networking, Blogging, Public Relations, Public Speaking, Newspapers, Event Planning, Content Development, Nonprofits, Marketing Communications, SEO, Community Outreach, Strategic Communications, Interviews, Leadership, Strategic Planning
Education
Full Sail University 2013 — 2014
Master of Arts (MA), New Media Journalism
Kaplan University 2011 — 2013
B.S. Paralegal Studies, Legal Studies
Kaplan University 2009 — 2011
A.S. Paralegal Studies, Legal Studies
CHS
Lifetouch August 2011 - October 2012
Chase Nelson Casting February 2011 - February 2011
Fidelity Investments September 2010 - January 2011
Gap Inc. October 2008 - September 2010
WXII News August 2009 - November 2009
Camp Pinnacle June 2009 - August 2009
Greensboro Children’s Museum January 2007 - April 2007
Skills
Television, Broadcast, Writing, Editing, Production, Video, Photography
Education
Full Sail University 2011 — 2012
New Media Journalism, New Media Journalism
University of North Carolina at Greensboro 2007 — 2009
Media Studies, Film and Video Production
North Carolina A&T State University 2002 — 2007
Journalism and Mass Communication, Public Relations
Fidelity Investments May 2015 - Present
Santander Investment Services April 2014 - April 2015
Citizens Investment Services December 2012 - April 2014
UBS Financial Services, Inc. September 1999 - November 2012
Fleet Bank August 1998 - August 1999
Scudder Investments January 1997 - August 1998
American Express Financial Advisors January 1996 - January 1997
Lord & Taylor September 1993 - January 1996
Thomas James Associates June 1993 - August 1993
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investment Advisory, 401k, Alternative Investments, Series 65, Asset Management, Retirement, Separately Managed..., Wealth Management..., Financial Advisory, ETFs, Fixed Income, Portfolio Management, Strategic Financial..., Personal Financial..., 401k Rollovers, Investment Strategies, Investments, Investment Management
Education
Franklin Pierce University 1988 — 1993
BS, Business Management
Forethought Financial Group, Inc. January 2014 - Present
Fidelity Investments December 2012 - December 2013
Global Benefits Group April 2010 - December 2012
Lincoln Financial Distributors August 2007 - April 2010
AIM/Invesco January 1997 - August 2007
SunAmerica Financial Group June 1996 - December 1997
Case Management February 1994 - March 1995
Mackenzie Ivy Funds January 1993 - January 1994
Miami Dolphins/Ottawa Rough Riders September 1984 - August 1988
Skills
Disability Insurance, Insurance, Sales, Marketing Strategy, Mutual Funds, Liability, Asset Management, Fixed Annuities, Employee Benefits, CRM, ETFs, New Business Development, Portfolio Management, Relationship Management, Risk Management, Strategic Planning, Health Insurance, Account Management, Series 63, Customer Service, Product Development, Strategy, Selling, Coaching, Sales Management, Claim, Marketing, Business Development, Underwriting, Sales Operations, Reinsurance, Leadership, Business Strategy, Team Building, Management, Series 6, Series 7, Financial Services, 401k, Health Savings Accounts, Retirement Planning, Investments, Retirement, Alternative Investments, Wealth Management, Property & Casualty..., Business Planning, Negotiation, Life Insurance, Brokers
Education
Franklin & Marshall College 1980 — 1985
BA in Business Administration
UBS Global Asset Management March 2005 - Present
UBS Global Asset Management January 2001 - March 2005
Grant Street Group (MuniAuction) February 2000 - January 2001
Fidelity Investments November 1993 - February 2000
Connecticut Health and Educational Facilities Authority 1989 - 1993
Aldin Associates Limited Partnership 1985 - 1989
Skills
Fixed Income, Municipal Bonds, Cash Management, Offshore Investments, Global Investment..., Fixed Income Strategies, Sales Management, Institutional Sales, Wealth Management..., Series 7, Series 24, Series 63
Education
Franklin Pierce College 1981 — 1985
BS, Marketing
Aspen Dental Management, Inc. (ADMI) March 2015 - Present
Aspen Dental Management, Inc. (ADMI) March 2014 - Present
Fidelity Investments August 2012 - March 2013
Jumoke Academy Charter School August 2011 - June 2012
Northeast Behavioral Health November 2010 - August 2011
CDM Smith 2010 - 2011
Hunter Writers Centre July 2008 - November 2008
Sturbridge Department of Public Works June 2007 - August 2007
Skills
Creative Direction, Leadership, Integrated Marketing, Negotiation, PowerPoint, Program Management, Psychology, Research, Social Media, Customer Service, Facebook, Healthcare, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Word, Public Speaking, Sales
Education
University of Connecticut 2006 — 2009
BA, English
Franklin Pierce University 2005 — 2006
Vocal Performance
Newton Police Department April 2014 - Present
The Bardin Group August 2012 - June 2013
Fred V. Fowler November 2011 - August 2012
Fred V. Fowler June 2011 - October 2011
Fidelity Investments October 2008 - May 2011
Camp Avoda July 2001 - August 2008
Superior Automotive Warehouse September 2007 - June 2008
Education
Franklin Pierce University 2003 — 2007
Bachelor of Arts (B.A.), Criminal Justice Major-- Sociology Minor
Newton South High School 1999 — 2002
Square 1 Bank May 2011 - Present
Square 1 Bank May 2012 - March 2013
Square 1 Bank May 2011 - May 2012
Fidelity Investments December 2009 - March 2011
Fidelity Investments October 2008 - December 2009
Duke University Medical Center June 2007 - August 2007
Duke University Medical Center June 2004 - August 2004
Skills
Asset Allocation, Portfolio Management, Microsoft Excel, Mutual Funds, Accounting, Budgets, Analysis, Valuation, Financial Modeling, Retirement Planning, Finance, Investments, Bloomberg, Corporate Finance, Financial Analysis, Private Equity, Equities, Fixed Income
Education
Franklin & Marshall College 2004 — 2008
Business and Administration, Finance, Economics, Portfolio Management
Franklin & Marshall College 2004 — 2008
Bachelor of Arts, Major; Business & Organizations and Society
Nichols College March 2011 - Present
Fidelity Investments November 2013 - May 2014
Raytheon May 2012 - August 2012
Nichols College August 2010 - May 2012
W.B. Mason May 2011 - January 2012
Vincent's Auto Transport May 2007 - August 2011
Skills
Management, Accounting, Finance, International Business, Financial Modeling, Microsoft Excel, Business Development, Portfolio Management, Investments, Mutual Funds, PowerPoint, Time Management, QuickBooks, Microsoft Office, Microsoft Word, Facebook, Public Speaking, Leadership
Education
Nichols College 2009 — 2013
Bachelor of Science (B.S.), Finance and International Business
Fudan University 2012 — 2012
Finance and International Business
nora systems, Inc. August 2015 - Present
Masimo Semiconductor January 2015 - June 2015
BAE Systems March 2014 - March 2014
Anthem February 2014 - February 2014
Balance Staffing August 2013 - September 2013
Fidelity Investments March 2013 - May 2013
Siemens Industry US January 2013 - March 2013
Fidelity Investments November 2012 - December 2012
Safran MorphoTrust USA April 2011 - April 2012
Aware, Inc. January 2005 - June 2010
Skills
Accounts Payable, Great Plains Software, Oracle, SAP, General Ledger, Account Reconciliation, EDI Billing Specialist, Financial Reporting, Microsoft Excel, Accruals, Microsoft Dynamics, Auditory Processing, Outlook, Internal Audit, Microsoft Office, Process Improvement, Microsoft Dynamics GP
Education
Franklin Pierce University
Bachelor of Science (BS), Management of Computer Information Systems
Beacon Trust Company September 2012 - Present
Fidelity Investments 1996 - 2012
The Network, Inc. 1992 - 1995
Skills
Typing, Shorthand, Microsoft Office, Accounting, Contract Negotiation, Contract Management, Human Resources, Business Communications, Governmental Affairs, Event Planning, Executive Management, Travel Planning, Project Management, Speech Writing, Time Management, Organizational..., Foreign Languages, Interpersonal Skill, Close Attention to..., Diligent, Dependable Team Player, Reliability, Space-planning, Expense Reports, Invoicing, Purchase Orders, Resource Management, Legal Research, Legal Assistance
Education
Franklin Pierce College
Bachelor of Science (B.S.), Computer Science
Franklin Pierce College
Bachelor of Science (BS), Business Administration and Management, General
Katharine Gibbs School (Boston)
Secretarial Certification
Northern Essex Community College
Associate of Science (A.S.), Business Administration and Management, General
Rivier College
Paralegal Certification
Liberty Mutual Insurance July 2013 - Present
Nashua Housing Authority July 2008 - July 2013
Fidelty Investments July 2007 - June 2008
Fidelity Investments June 2005 - July 2007
New England Financial/MetLife 1999 - 2004
Skills
Onboarding, Employee Benefits, Benefits Administration, Management, Human Resources, Policy, Leadership, Public Speaking, Insurance, Process Improvement, Team Building, Project Management, Customer Service, Marketing, Strategic Planning, Program Management
Education
Franklin Pierce College
Bachelor's degree, Marketing
LifeCenter Organ Donor Network December 2011 - October 2012
Fifth Third Bank April 2010 - December 2011
Fidelity Investments January 2006 - September 2009
Macy's March 2002 - October 2005
Mt. Carmel Baptist Church November 2002 - July 2005
ERLANGER BAPTIST CHURCH March 2002 - November 2002
RONALD BLUE & COMPANY, LLC January 2001 - May 2001
Fidelity Investments September 1997 - February 2001
Skills
Creative Writing, Finance, Investment Management, World Religions, Health Insurance, Life Insurance, Cosmetics, Stocks, Mutual Funds, Problem Solving, Customer Service, Customer Engagement, Youth Ministry, Etiquette, Leadership, Healthcare, Sales
Education
Furman University 1995 — 1997
Bachelor of Arts, Religion/Religious Studies
University of Kentucky 1993 — 1995
Humana July 2015 - Present
UMass Memorial Medical Center October 2013 - July 2015
UMass Memorial Medical Center June 2011 - October 2013
UMass Memorial Medical Center October 2003 - June 2011
Fidelity Investments January 2001 - October 2003
CIGNA Healthcare January 2000 - January 2001
CIGNA Healthcare August 1999 - January 2000
Education
Franklin Pierce College 1998 — 2000
Master of Business Administration (MBA)
University of New Hampshire 1989 — 1993
Bachelor of Science (BS)
Target October 2013 - Present
Target October 2010 - Present
Fidelity Investments February 2008 - July 2009
Unitil November 1998 - May 2006
Skills
Payroll, Schedules, Performance Management, Hiring, Multi Tasking, Accounting, Office Administration, Customer Service, Microsoft Office, Organization, Human Resources, Personal Development, Supply Ordering, Bookkeeping, Employee Benefits, Interviews, Public Speaking, Employee Training, Onboarding, Job Evaluation
Education
Franklin Pierce University 1998 — 2002
Bachelor of Science (BS), Accounting
Fidelity Investments February 2011 - Present
Skills
Microsoft Office, Research, Leadership, Training, Microsoft Word, English, Process Improvement, Windows, Outlook
Education
Fullerton College