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 October 2014 - Present
Counseling Associates Inc. September 2012 - August 2014
Skills
Series 7, Series 63, Interpersonal..., Teaching, Nonprofits, Tutoring, Program Development, Community Outreach, Independent Thinking, Microsoft Office, Plan Implementation, Program Status...
Education
Hendrix College 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Denver Nuggets August 2013 - Present
National Basketball Association July 2012 - July 2013
Fidelity Investments July 2010 - August 2012
National Basketball Association June 2009 - August 2009
Harvard Distribution Services October 2007 - March 2009
Ernst & Young May 2008 - July 2008
SEB July 2007 - August 2007
Finasta May 2007 - July 2007
Skills
Data Analysis, Valuation, Project Management, Strategic Planning, Business Planning, Financial Modeling, Microsoft Excel, PowerPoint, Investments, Microsoft Office, Basketball, Business Strategy, Leadership, Market Research, Analysis, Corporate Finance, Management Consulting, CRM, Marketing, Analytics, Portfolio Management
Education
Harvard University 2006 — 2010
BA, Economics. Secondary: Psychology
Tuck Business School (Bridge Program) 2010 — 2010
Fidelity Investments November 2013 - Present
Mercer (Previously Putnam Investments) January 2005 - July 2013
Putnam Investments 1996 - December 2004
Bank of Hawaii (previously Hawaiian Trust Company, Limited) 1993 - 1996
PaineWebber 1990 - 1992
Morgan Stanley 1989 - 1990
Hewlett-Packard 1987 - 1989
Skills
Leadership, Pensions, 401k, Employee Benefits, Defined Benefit, Benefits Administration, Retirement, Financial Services, Retirement Planning, Mutual Funds Management, Risk Management, Customer Service, Team Building, Mutual Funds, Defined Contribution, Pension Administration, Business Planning, Insurance, Relationship Management, Series 6, CRM, Investments
Education
Hawaii Pacific University 1993 — 1996
BSBA, Business
Fidelity Investments July 2015 - Present
Fidelity Investments July 2013 - Present
Bank of America (formerly Fleet Financial Group) June 1990 - May 1993
Education
Babson College - F.W. Olin Graduate School of Business 2011 — 2013
MBA
Harvard University 1986 — 1990
BA, History
St. Paul's School 1983 — 1986
Bain & Company March 2015 - Present
Fidelity Investments September 2011 - February 2015
Fidelity Investments September 2008 - September 2011
Truman Company May 2006 - September 2008
The Boston Consulting Group 2002 - 2006
Hill & Knowlton 2000 - 2002
Skills
Strategic Communications, Thought Leadership, Media Relations, Sponsorship, Corporate Communications, Strategy, Crisis Communications, Message Development, Communication Training, Crisis Management, Internal Communications, Entrepreneurship, Press Releases, Speech Writing, Financial Services, Program Management, Investor Relations, Messaging
Education
Harvard University Kennedy School of Government 1996 — 1997
MPA
Syracuse University 1980 — 1984
BS
BridgePoint Group, LLC January 2012 - Present
Savvy Ladies 2011 - Present
Harvard Kennedy School of Government July 2010 - May 2011
Women's Leadership Fund February 2010 - July 2010
Fidelity Investments July 2006 - August 2009
JPMorgan Chase October 1999 - July 2006
Bankers Trust Company 1986 - 1999
Federal Reserve Bank of New York July 1980 - May 1986
Skills
CRM, Strategy, Organizational..., Leadership, Product Management, Program Management, Strategic Planning, Competitive Analysis, Securities, Management, Business Strategy, Change Management, Risk Management, Banking, Finance, Financial Services, Portfolio Management
Education
Harvard University, John F. Kennedy School of Government 2010 — 2011
MC-MPA, Public Administration
New York University - Leonard N. Stern School of Business 1982 — 1986
MBA, Finance
Mount Holyoke College 1976 — 1980
BA, Politics
Unum February 2014 - Present
CSX January 2013 - January 2014
Standard & Poor's October 2011 - December 2012
GE November 2010 - September 2011
Fidelity Investments October 2009 - August 2010
Axis Bank January 2009 - September 2009
SABIC September 2008 - December 2008
GE January 2008 - August 2008
GE Healthcare August 2007 - December 2007
GE February 2007 - July 2007
Skills
Informatica, Data Warehousing, Oracle, Teradata, Business Intelligence, OBIEE, Unix, ODI, IDQ, Talend Open Studio, ETL, PL/SQL, SDLC, Data Modeling, Microsoft SQL Server, Erwin, SQL, Performance Tuning
Education
Hemchandracharya North Gujarat University 2000 — 2006
MS In Computer Application., Computer Science
S.V.High School 1998 — 2000
H.S.C, Science
Teach For America January 2012 - Present
Teach For America January 2011 - January 2012
Fidelity Investments December 2006 - January 2011
Fidelity Investments July 2004 - May 2006
Teach for America July 2000 - June 2002
Hay Group July 1999 - June 2000
Hay Group July 1998 - June 1999
Skills
Strategy, Financial Services, Management, Finance, Team, Analytics, Business Process..., Program Management, Staff Development, Data Analysis, Cross-functional Team..., Investments, Executive Management, Competitive Analysis, Strategic Planning, Management Consulting, Leadership, Nonprofits, Consulting
Education
Massachusetts Institute of Technology - Sloan School of Management 2002 — 2004
MBA, Business Administration
Harvard University 1994 — 1998
AB, English
Fidelity Investments January 2009 - Present
Fidelity Investments April 2007 - January 2009
Staff Care 2005 - 2007
Victoria's Secret June 2002 - April 2005
Education
Henderson State University 1998 — 2002
Bachelor of Science, Family and Consumer Sciences/Human Sciences
Fidelity Investments March 2015 - Present
Northwestern Mutual December 2013 - December 2014
Ruby Tuesday May 2011 - August 2014
Outback Steakhouse January 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Access, PowerPoint, Time Management, Critical Thinking, Teamwork, Telephone Skills
Education
University of Cincinnati College of Business 2013 — 2015
Bachelor's degree, Finance, General
University of Cincinnati-Clermont College 2011 — 2013
Associate's degree, Business administration
Heidelberg College 2010 — 2011
none, Criminal Justice/Police Science
Turpin Highschool
Dell Inc February 2012 - Present
ShoreTel December 2010 - February 2012
Fidelity Investments February 2007 - November 2010
Oracle August 2006 - February 2007
Hewlett Packard August 1998 - July 2006
Syracuse University August 1995 - July 1997
Simon and Schuster May 1996 - June 1997
Skills
Debugging, C++, Distributed Systems, Agile Methodologies, Software Documentation, Enterprise Software, Java Enterprise Edition, Oracle, Unix, .NET, Software Development, Algorithm Design, Perl, Java, Cloud Computing, C#, Software Engineering, Linux
Education
Harvard University 2004 — 2009
CAS, Computer Science
Syracuse University 1995 — 1998
MS, Computer Science
Syracuse University 1995 — 1997
MS, Mathematics
Utah State University 1989 — 1995
BS, Mathematics
Sylhet Government Pilot High School
S.S.C., Science
BCBSNC October 2014 - Present
Thermo Fisher Scientific April 2014 - October 2014
Fidelity Investments October 2013 - March 2014
Cisco April 2013 - August 2013
The Stone Resource January 2012 - March 2013
Counter Intelligence August 2010 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, PowerPoint, Project Management, Estimating, Sales Management, Salesforce.com, Direct Sales, Outside Sales, Critical Thinking, Strategic Planning, Marketing Strategy, Thinking Outside The Box, Customer Service, Operations Management, Project Accounting, Human Resources, Benefits Administration, Spreadsheets, Billing Systems, Telecommunications, Accounting, Project Coordination, Account Management, Leadership, Management, Pricing, Sales, Team Building
Education
High Point University 2006 — 2010
Bachelor of Science (B.Sc.), Business, Management, Marketing, and Related Support Services & Minor in Sales
Fidelity Investments August 2015 - Present
Cisco systems April 2015 - August 2015
Experis March 2015 - August 2015
Royal Bank of Scotland November 2013 - February 2015
Sapient Global Markets April 2012 - November 2013
Sapient Global Markets September 2010 - March 2012
HighQ Solutions March 2009 - August 2010
Echelon Consulting Ltd January 2009 - March 2009
I-Link Infosoft Consultants Pvt. Ltd. July 2007 - January 2009
saltriver Info System pvt. Ltd. January 2007 - June 2007
Skills
Java, Java Enterprise Edition, Software Development, Hibernate, Architecture, Domain Names, TDD, PL/SQL, AJAX, Struts, Microsoft SQL Server, SQL, Agile Methodologies, Architectures, Oracle, MySQL, JUnit, Spring Framework, Test Driven Development
Education
Hemchandracharya North Gujarat University 2003 — 2007
BE, Computer Engineering, 1st Class
Seth R T Sr Secondary School 2001 — 2003
HSC, Science, Distinction
Massachusetts General Hospital May 2015 - Present
Fidelity Investments May 2014 - Present
Plymouth Police May 2013 - August 2013
Citizen Police Academy January 2013 - April 2013
Dunkin' Donuts April 2009 - August 2010
Camp Bourndale June 2008 - August 2009
Skills
Weightlifting, Martial Arts, Firearms, Microsoft Word, PowerPoint, Microsoft Excel, Wrestling, Police, Teamwork
Education
High Point University 2010 — 2014
Bachelor of Arts (B.A.), Criminal Justice/Police Science
Fidelity Investments June 2015 - Present
Boston Public Schools July 2009 - August 2013
Xerox December 2011 - January 2013
Stop & Shop September 2009 - January 2013
Education
Umass Amherst 2011 — 2015
Bachelor's Degree, Economics, Germanic Studies
Ruprecht-Karls-Universität Heidelberg 2012 — 2013
Volkswirtschaftslehre, Germanistik im Kulturvergleich
Fidelity Investments July 2014 - Present
Fidelity Investments January 2009 - January 2013
Ready Applications January 2011 - December 2012
IBM June 2007 - January 2009
Plexus November 2005 - October 2006
Credit Suisse June 2006 - August 2006
Sento September 2001 - November 2005
Skills
Software Development, Leadership, Dynatrace, Performance Tuning, Business Strategy, Entrepreneurship, Strategy, Technology Leadership, IT Strategy, Management, Testing, Mobile Applications, Business Development, Enterprise Architecture, Business Analysis, Java, BRMS, Agile Methodologies
Education
HEC School of Management / HEC Paris 2013 — 2014
Master of Business Administration (MBA), Strategy
New York University - Leonard N. Stern School of Business 2014 — 2014
Master of Business Administration (M.B.A.), Foreign Exchange, Specialization in Entrepreneurship and Innovation
North Carolina State University 2004 — 2007
BS, Computer Engineering
Durham Technical Community Col 2002 — 2004
University Transfer Program
ECPI 2001 — 2001
IT Diploma, Information Technology
JP Morgan August 1995 - Present
Fidelity Investments June 1994 - August 1994
Skills
Alternative Investments, Private Equity, Hedge Funds, Fixed Income, Investments, Equities, Capital Markets, Asset Managment, Investment Banking, Series 7, Portfolio Management, Securities, Asset Allocation, Bloomberg, Investment Management, Wealth Management, Asset Management
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance and Marketing
Haverford College 1984 — 1988
Bachelor of Arts (B.A.)
New Trier High School 1980 — 1984
High School
Focus Financial Partners 2012 - Present
Fidelity Investments April 2007 - January 2012
Merrill Lynch September 2001 - April 2007
Torrie & Co. (now Charles Stanley & Co. Limited) October 1998 - March 2001
Capel Cure Sharp October 1996 - October 1998
Skills
Wealth Management, Mutual Funds, Investment Advisory, Financial Analysis, New Business Development, Due Diligence, Process Improvement, Business Process..., Equities, Requirements Gathering
Education
Heriot-Watt University 1992 — 1996
MA, Accountancy & Finance, First Class Honors
Walter Stahr 2000 - Present
Phillips Exeter Academy 2009 - 2014
Emerging Markets Partnership 1999 - 2010
Fidelity Investments 1995 - 1998
US Securities and Exchange Commission 1990 - 1995
Cleary Gottlieb 1982 - 1990
Education
Harvard Kennedy School of Government 1979 — 1982
MPP
Havard Law School 1978 — 1982
J.D.
Stanford University 1975 — 1978
AB, Political Science
Phillips Exeter Academy 1972 — 1975
Harvard Financial Analysts Club December 2013 - Present
The Blackstone Group June 2015 - August 2015
Harvard Management Company November 2014 - December 2014
Fidelity Investments June 2014 - August 2014
Amateur Softball Association/USA Softball May 2009 - September 2013
Education
Harvard University 2012 — 2016
A.B., Applied Mathematics - Economics
St. John's Preparatory School 2008 — 2012
Walton Capital Management Inc. January 2015 - Present
Fidelity Investments December 2010 - September 2014
C4X Tanzania Ltd 2013 - 2014
Western Canada Express September 2009 - December 2010
Skills
Sales, Investments, Customer Service, Leadership, Public Speaking, Customer Relations, Time Management, Logistics, Finance, Marketing, Financial Analysis, Mutual Funds, Management, Portfolio Management, Strategic Planning, Retirement Planning, Negotiation, Wealth Management
Education
Haskayne School of Business 2005 — 2009
Bachelor of Commerce (B.Com.)
The University of Calgary
Bachelor of Commerce, Haskayne School of Business
Lantern Films 2000 - Present
Max BMW Motorcycles 2002 - 2004
Fidelity Investments 1990 - 1995
Boston Co. 1980 - 1990
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Photoshop, Teaching, Budgets, Final Cut Pro, Adobe Premier, Photography, Video, Social Media, Premiere, Public Speaking, Editing
Education
Harvard College 1964 — 1968
Bachelor of Arts (BA), English Language and Literature/Letters
NoBalls & Greenough 1958 — 1964
Pass "go" and on to Cambridge, High School/Secondary Diplomas and Certificates
Delta Data Software April 2012 - Present
Delta Data Software June 2011 - April 2012
Fidelity Investments May 2008 - June 2011
Princeton Retirement Group January 2006 - April 2008
AMVESCAP January 2005 - January 2006
AMVECAP January 2004 - January 2005
Skills
Process Improvement, Business Analysis, 401k, Series 7, Mutual Funds, Series 63, Vendor Management, Retirement, Investments, Financial Services, Team Leadership, Risk Management, Retirement Planning, Back Office, SDLC, Requirements Analysis, CRM, Management, Leadership, Management Consulting, Finance, Portfolio Management, Strategic Partnerships
Education
Haslam College of Business at the University of Tennessee 1992 — 1996
BS, Finance
TruGreen February 2015 - Present
ADT February 2013 - February 2015
ASCAP February 2012 - March 2013
The Aden Group April 2010 - April 2011
Prudential Financial March 2009 - May 2010
Fidelity Investments May 2007 - August 2008
fidelity investments 2007 - 2008
EKS&H 2006 - 2007
Skills
Retirement Planning, Investment Strategies, Estate Planning, Wealth Management, Fixed Annuities, Salesforce.com, Prospects, Arbitration, Rate Negotiation, Gmail, Microsoft Office, Life Insurance, Financial Advisory, Prospect, Investments, Insurance, Sales, Customer Service, Marketing, Business Development, Leadership, Networking, Cold Calling, Microsoft Excel, Accounting, New Business Development, Securities, Financial Services, FINRA, Employee Benefits, Finance, Financial Analysis, Series 63, Series 7, Retirement, Strategic Financial..., Mutual Funds, Lead Generation, Small Business, Disability Insurance, Portfolio Management, Investment Advisory, Long-term Care, Term Life Insurance, Personal Finance, Uniform Combined State..., Banking, Health Insurance, Credit, 401k
Education
Hastings College 2002 — 2005
B.A, Accounting
Clarendon College 2000 — 2002
Associates, Liberal Arts
Cheyenne High School 1997 — 2000
Academic Distinction, Mathematics and Statistics
Fidelity Investments January 2010 - May 2010
Fidelity Investments 2004 - 2009
Weber Shandwick The Weber Group 1997 - 2003
Digital Equipment Corporation 1993 - 1997
IBM 1984 - 1993
Digital Equipment Corporation 1981 - 1984
DuPont 1978 - 1980
Skills
Strategic Communications, Social Media Marketing, Product Marketing, Change Management, Corporate Communications, Media Relations, Strategic Planning, Editing, Public Relations, Integrated Marketing, Crisis Communications, Internal Communications, Strategy, Speech Writing, Marketing Communications, Brand Management, Advertising, Message Development, Management, Cross-functional Team..., Coaching, Public Speaking
Education
Harvard University 1977 — 1978
Ed.M., Human Development and Psychology
University of Pennsylvania 1971 — 1975
B.A., English
Sustainable Growth Strategies, LLC April 2012 - Present
Calvert Investments, Inc. June 2000 - March 2012
Boston Community Managed Assets 1999 - 2000
Fidelity Investments 1991 - 1998
Bain and Company 1989 - 1991
McKinsey & Company June 1987 - August 1987
Skills
Strategic Planning, Budget Design, Sustainable Business, Market Research, Integrated Marketing, Marketing Strategy, Budgeting, Product Development, New Business Development, Marketing Management, Business Planning, Business Strategy, P&L Management, Triple Bottom Line, Financial Analysis, Marketing Communications, Green Marketing, Brand Development, Corporate Social..., Product Marketing, Management, Budgets, Cross-functional Team..., Management Consulting, Leadership, Mutual Funds, Investments, Strategy, Asset Management, Investment Strategies, Series 7, Asset Allocation, Strategic Partnerships, Portfolio Management, Competitive Analysis, Corporate Development, Financial Services, Marketing, Executive Management
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Marketing and Business Management
University of Pennsylvania 1985 — 1987
BBA, Business
Haverford College 1977 — 1979
Liberal Arts
Fidelity Investments July 2014 - Present
Edward M. Kennedy Institute for the United States Senate February 2014 - June 2014
UBS June 2013 - August 2013
Babson College February 2012 - May 2012
CCTV News June 2011 - August 2011
Harvard Business School September 2010 - August 2011
COFCO Corporation June 2010 - August 2010
Skills
Public Speaking, Entrepreneurship, Data Analysis, Market Research, Leadership, Marketing, Quantitative Analytics, Translation, Program Management, Community Outreach, Financial Analysis, Social Entrepreneurship, Digital Media, Mandarin, Spanish, French
Education
Harvard University 2009 — 2014
A.B.
The Royal Conservatory of Music, Canada 2001 — 2006
ARCT Honors Piano Performance Diploma
The Tuck School of Business at Dartmouth 2014 — 2014
Tuck Business Bridge Summer Program
Sir John A. Macdonald Collegiate Institute 2005 — 2009
High School Diploma
Infor May 2014 - Present
Velocity Technology Solutions October 2011 - March 2014
Lawson Software March 1999 - August 2011
Fidelity Investments December 1998 - March 1999
Citi February 1995 - August 1998
Superlex / ESPN Trading January 1991 - February 1995
IMPEX L.L.C January 1994 - January 1995
Superlex Trading January 1993 - January 1994
AskMe Enterprise January 1991 - January 1993
Skills
Technical Management, Technical Project..., Healthcare Information..., Technology Management, Program Management, Solution Architecture, Enterprise Architecture, Team Building, Pre-sales, Integration, Enterprise Software, Project Management, Software Implementation, Project Planning, Business Intelligence, SDLC, IT Management, Procurement, Human Resources, System Administration, Professional Services, Software Project..., Management, Security, Telecommunications, Information Technology, Leadership, Change Management, Unix, ERP, SaaS, CRM, IT Operations, Systems Analysis, Business Process..., Strategic Planning, Strategy, IT Strategy, Consulting, Requirements Analysis, Vendor Management, Business Analysis, Business Process, Cloud Computing, Project Portfolio..., PMP
Education
Harvard University
Master's degree., Business Administration and Management, General, Management, 3.75
Brihan Maharashtra College of Commerce (BMCC)
Masters of Commerce, Marketing and Finance
Indsearch Institute of Management
Diploma, Marketing Management
Symbiosis institute of Management Studies
Bachelor's Degree, Economics and Management
Iron Mountain May 2015 - Present
Devonshire Investors June 2008 - Present
Fidelity Investments May 1996 - June 2008
Fenway Community Health May 1994 - May 1996
Skills
Risk Assessment, Risk Management, Security, Management, Crisis Management, Security Audits, Strategy, Physical Security, Operational Risk..., Investigation, Business Continuity, Corporate Security, Program Management, Operational Risk, Emergency Management, Vendor Management, Business Continuity..., Financial Risk, Travel Security, Life Safety, Homeland Security, Disaster Recovery, Solution Design, Risk, Environmental Compliance, Compliance, Insurance, Geopolitics, Fire Safety, OSHA, FCPA, OFAC, Card Access, Risk Governance, Workplace Violence, Data Center Security, Background Checks
Education
Harvard University, John F. Kennedy School of Government 2013 — 2013
Harvard University, John F. Kennedy School of Government 2013 — 2013
Keene State College 1989 — 1993
BS, Business Management and Economics
University of Wyoming 1986 — 1987
Self-employed 2003 - Present
Merrill Lynch 2000 - 2003
Lehman Brothers 1997 - 2000
Fidelity Investments 1996 - 1997
Skills
Securities Trading, Software Development, Database Design, International..., Mathematics, Statistics, Community Outreach, Data Analysis, Securities, NGOs, Analysis, Financial Analysis
Education
Harvard University
BS, Mechanical Engineering
Self Employed July 2014 - Present
iPerceptions February 2014 - June 2014
iPerceptions October 2012 - January 2014
McGill University November 2011 - October 2012
Fidelity Investments January 2007 - July 2009
Green Rock Marketing April 2006 - June 2006
Rise Interactive June 2005 - August 2005
Skills
Market Research, Digital Marketing, Business Strategy, Marketing, Marketing Communications, Market Analysis, Marketing Strategy, Advertising, Consulting, French, Marketing Research, Project Management, Spanish, Relationship Management, SEM, Online Marketing..., SPSS Desktop Reporter, Program Budgeting, SEO, Financial Analysis, Direct Marketing, MBA, Brazilian Portuguese, Product Marketing, International Relations, SAS, SPSS, Salesforce.com, JIRA, Google Analytics, Voice of the Customer..., Financial Modeling, Strategy, Management, Strategic Planning, CRM, Leadership, Business Development, Analysis, Analytics, Web Analytics, Online Marketing, Competitive Analysis, Business Intelligence, Business Analysis, Data Analysis, Customer Insight, Cross-functional Team..., Management Consulting, Start-ups
Education
HEC Montréal 2012 — 2015
Microprogramme en exploitation de données en intelligence d'affaires, Business Intelligence
McGill University 2009 — 2011
Desautels MBA, Marketing
University of Chicago 2002 — 2006
Bachelor of Arts, International Studies
Upper Canada College 2000 — 2002
High School
Microsoft July 2015 - Present
Harvard University IT September 2012 - May 2015
Fidelity Investments June 2014 - August 2014
Bruker Daltonics June 2013 - August 2013
Skills
Java, C, Algorithms, C++, Computer Science, Software Development, Artificial Intelligence
Education
Harvard University 2011 — 2015
Bachelor of Arts (BA), Computer Science
Tapestry Networks January 2012 - Present
Abundant Venture Partners June 2011 - December 2011
Pyramis Global Advisors January 2008 - December 2010
Fidelity Investments June 2006 - December 2007
Fidelity Investments November 1998 - June 2006
Bain & Company September 1995 - December 1998
National Economic Research Associates August 1986 - May 1989
Skills
Team Management, Thought Leadership, Strategic Consulting, Corporate Development, Business Strategy, New Business Development, Product Development, Marketing Strategy, Financial Economics, Applied Research, Strategy Development, Portfolio Management, Strategy, Leadership, Management, Risk Management, Business Development, Financial Services
Education
Harvard University 1989 — 1995
Ph. D., Business Economics, Strategy, Finance
Harvard University 1989 — 1995
Master of Arts (M.A.), Business Economics
Northwestern University 1982 — 1986
B. A., Economics
PinkAid February 2013 - Present
Green Dunes Consulting 2006 - Present
College Summit 2007 - October 2014
Diagnosis Discovery Foundation, Inc. 2011 - 2011
Student Conservation Association 2000 - 2007
Warburg Pincus Asset Management 1996 - 1999
Dreyfus Retirement Services 1991 - 1996
Fidelity Investments 1986 - 1991
SynCronamics, Inc 1984 - 1986
Digital Techniques Inc. 1983 - 1984
Education
Harvard University 1979 — 1983
Mackenzie Investments January 2015 - Present
TD Asset Management June 2012 - January 2015
Sun Life Global Investments June 2011 - June 2012
Fidelity Investments June 2006 - May 2011
TD Bank May 2005 - July 2006
HSBC Finance February 2003 - May 2005
Skills
Wealth Management, Investment Strategies, Mutual Funds, Strategic Financial..., Investments, Retirement Planning, Investment Advisory, Financial Advisory, Financial Services, Wealth, Insurance, Retirement, Financial Planning
Education
Canadian Securities Institute (CSI) 2009 — 2009
Certificate, Financial Planning
Université de Montréal - HEC Montréal 2002 — 2005
B.Comm, Finance
Fidelity Investments September 2010 - Present
Fidelity Investments February 2008 - September 2010
RBC Royal Bank October 2005 - August 2006
Le Groupe Cholette 1998 - 2006
Desjardins Securities 2004 - 2005
Skills
Investments, Risk Management, Securities, Wealth Management, Sales, Investment Strategies, Mutual Funds, Portfolio Management, Management, Mortgage Lending, Finance, Financial Advisory, Strategic Financial..., Asset Allocation, Financial Modeling
Education
Université de Montréal - HEC Montréal 2006 — 2007
MBA
Western University 2000 — 2003
BACS, Finance and Administration
Marianopolis College 1998 — 2000
DEC, Commerce
Académie Lafontaine
Collège Notre-Dame
High School Diploma
Fidelity Investments January 2012 - Present
MA Alliance of Boys & Girls Clubs March 2010 - January 2012
Boys & Girls Clubs of Woburn July 1999 - March 2010
Boys & Girls Club of Woburn January 1994 - June 1999
Boys & Girls Club of Woburn January 1992 - December 1993
Skills
Fundraising, Non-profits, Leadership Development, Community Development, Strategic Planning, Team Building, Youth Development, Event Planning, Community Outreach, Volunteer Management, Board Development, Coaching, Event Management, Grant Writing, Grants, Leadership, Media Relations, Nonprofits, Organizational..., Philanthropy, Program Development, Program Management, Public Relations, Public Speaking, Research, Social Media, Social Networking, Staff Development, Strategic Communications
Education
Harvard University 1984 — 1988
AB, Social Studies
Moses Brown School 1980 — 1984
HS Diploma
Cambridge International Projects October 2003 - Present
Baxalta December 2014 - July 2015
Santander Bank, N.A. August 2014 - December 2014
Partners HealthCare September 2012 - December 2013
Shire February 2009 - June 2012
Verne Global 2007 - 2008
L-3 Communications Integrated Systems 2006 - 2007
Fidelity Investments 2006 - 2007
Manulife Financial 2005 - 2006
State Street Bank 2004 - 2004
Skills
Specialties:PMO,..., PMO, PMP, Program Management, Business Process, Strategy, Project Management, Consulting, Management, Enterprise Software, Business Process..., Information Technology, Agile Methodologies, Business Continuity, Global Delivery, Financial Services, Mentoring
Education
Harvard University 1983 — 1987
Bachelor's Degree, Government / International Relations
Fidelity Investments - Personal Workplace Investing 2013 - Present
Fidelity Investments - Asset Allocation Technology 2008 - 2013
Fidelity Investments - Fidelity E-Business 2005 - 2008
Fidelity Investments 2002 - 2005
Project Achive 1998 - 2001
Skills
Business Analysis, Business Intelligence, SQL, Requirements Analysis, Agile Methodologies, Software Development, Unix, Integration, Oracle, Sybase, Oracle PL/SQL..., Databases
Education
Harvard University Graduate School of Education 1993 — 1994
M.E., Technology in Education
MIT 1985 — 1991
SB, Cognitive Science
InterSystems September 2013 - Present
Fidelity Investments 1995 - 2013
Stratus Computer 1992 - 1995
Dragon Systems 1991 - 1992
Consumer Financial Institute 1987 - 1991
Skills
Servers, Storage, Unix, System Administration, Virtualization, ITIL, Hardware, Unix Shell Scripting, Disaster Recovery, Operating Systems, Solaris, Data Center, Linux, Enterprise Architecture, IT Operations, Requirements Analysis, Project Management, Vendor Management, Enterprise Software, VMware, IT Management, SharePoint, Active Directory, IT Service Management, Software Installation, Perl, AIX, VMware ESX, Integration, High Availability, Storage Area Networks, Networking, IT Strategy, SAN
Education
Harvard University 1986 — 1992
CAS, Computer Science
Harvard University 1975 — 1979
AB, Biochemistry
Fidelity Investments July 2010 - Present
Tabard Advisory Group, LLC April 2008 - Present
DigitalGlobe December 2008 - July 2010
DigitalGlobe April 2008 - January 2009
Booz Allen Hamilton June 2002 - April 2008
US Army Reserves September 2000 - March 2004
evolaris May 2001 - August 2001
US Army February 1999 - September 2000
US Army June 1995 - February 1999
Skills
Business Strategy, Business Development, Program Management, Strategic Planning, Start-ups, Management Consulting, Project Management, Product Management, Cloud Computing, SaaS, Strategy, Entrepreneurship, Cross-functional Team..., Analytics, Leadership, Enterprise Architecture, Integration, Strategic Partnerships, Enterprise Software, IT Strategy, Process Improvement
Education
Tufts University - The Fletcher School of Law and Diplomacy 2000 — 2002
MA
United States Military Academy at West Point 1991 — 1995
BS
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2014
Executive Certificate in Strategy and Innovation
Harvard University, John F. Kennedy School of Government 2000 — 2002
GWHS 1988 — 1991
HS Diploma
Midwest Financial Partners November 2007 - Present
Fidelity Investments August 2007 - November 2007
Skills
Calendar Planning, Organization, Typing, Proposal Generation, Proposal Support, Finance, Efficiency, Appointment Scheduling, Seminars, Compliance, Licensing, Life Insurance, Filing, Fixed Annuities, Variable Annuities, Brokerage, Investment Advisory..., Administrative..., Stocks, Mutual Funds, Microsoft Excel, Outlook, Morningstar, Ordering Office Supplies, Ordering Literature...
Education
Xavier University 2003 — 2007
BSBA, Finance, General
Heidelberg University
University of Pittsburgh
Cisco Systems July 2011 - Present
Cisco Systems March 2008 - July 2011
State Street October 2007 - March 2008
Fidelity Investments May 2006 - November 2007
Fidelity Investments January 2005 - May 2006
NRT December 2002 - January 2005
Skills
Process Improvement, Mergers, Analysis, Human Resources, Corporate Finance, Project Planning, Balanced Scorecard, Acquisition Integration, Financial Modeling, Analytics, Applicant Tracking..., Vendor Management, Forecasting, Financial Analysis, Talent Acquisition, Business Intelligence, Metrics, Business Analysis, Finance, Essbase
Education
Harvard University 2008 — 2011
Management
University of New Hampshire - Whittemore School of Business and Economics 2000 — 2004
B.S
Fidelity Investments QA ManagerFidelity InvestmentsOctober 1995 - Present
State Street Bank 1988 - 1995
Skills
Quality Assurance, Vendor Management, SDLC, Risk Management, Agile Methodologies, Process Improvement, Business Analysis, Requirements Analysis, Program Management, Visio, Disaster Recovery, PMO, PMP, Integration, Software Project..., IT Management, Unix, IT Strategy, Requirements Gathering, Project Portfolio..., Agile Project Management, Enterprise Architecture
Education
Harvard University 1983 — 1987
Sharpsville 1979 — 1983
Microsoft September 2015 - Present
Fidelity Investments January 2015 - May 2015
Cristo Rey Boston High School August 2014 - December 2014
Harvard University June 2014 - August 2014
Fidelity Investments May 2014 - August 2014
Cape Ann Coalition April 2014 - June 2014
USA Field Hockey March 2014 - May 2014
Fidelity Investments May 2013 - August 2013
Good Technology June 2012 - August 2012
USA Field Hockey January 2012 - May 2012
Skills
Woodworking, Photoshop, Photography, Microsoft Excel, Thomson Innovation, Microsoft Word, Spanish, Data Analysis, PowerPoint, Teamwork, Teaching, Public Speaking, Social Networking, Microsoft Office, Social Media, Research
Education
Harvard University 2011 — 2015
Environmental Science and Public Policy, BA, Environmental Science and Public Policy
Los Gatos High School 2007 — 2011
Fidelity Investments July 2009 - Present
Skills
Management, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Training
Education
High Point University 2005 — 2009
Bachelor's degree, Computer Science
SBLI of Massachusetts July 2010 - Present
Sun Life Financial September 2006 - July 2010
Aviva February 2002 - September 2006
Fidelity Investments June 2000 - February 2002
New England Financial August 1996 - June 2000
Aon Hewitt July 1995 - August 1996
Skills
Product Development, Projections, Dividends, Valuation, Reinsurance, Investments, Financial Modeling, Insurance, Economic Capital, Enterprise Risk..., Embedded Value, Solvency II, Financial Analysis, Actuarial Science, Fixed Annuities, Risk Management, Financial Risk, Financial Services, Life Insurance
Education
Harvard University 1991 — 1995
Bachelor of Arts, Magna Cum Laude, Statistics
Allscripts June 2014 - Present
Fidelity Investments March 2013 - February 2014
Skills
Customer Service, Financial Services, Business Analysis, Risk Management, Financial Analysis, Portfolio Management, Finance, Leadership, Process Improvement, Technical Support, Help Desk Support, Customer Support, IT Service Management, Communication, Customer Satisfaction, Customer Experience
Education
High Point University 2008 — 2012
Bachelor's degree, Criminal Justice/Safety Studies
High Point University 2008 — 2012
Criminal Justice
NCQA June 2014 - Present
Fidelity Investments September 2013 - May 2014
PRC, LLC June 2012 - August 2013
iGATE Computer System Ltd January 2009 - April 2011
Education
Virginia International University 2011 — 2012
Master of Science (MS), Computer Science, 3.60
Hemchandracharya North Gujarat University
Master in Computer Application, Computer Science, 3.7
San Francisco 49ers April 2014 - Present
Fidelity Investments September 2011 - April 2014
IMS Consulting Group July 2010 - August 2011
Tremblay Financial Services June 2009 - August 2009
Automotive Lease Guide (ALG) June 2008 - August 2008
Education
Harvard University 2006 — 2010
BA, Economcis
Fidelity Investments January 2015 - Present
Fidelity Investments February 2014 - December 2014
Fidelity Investments March 2013 - February 2014
Fidelity Investments March 2012 - March 2013
Fidelity Investments November 2010 - March 2012
Enterprise Rent-A-Car June 2010 - October 2010
Old National Bancorp June 2009 - August 2009
Donaldson Capital Management June 2008 - August 2008
Skills
Trading, Customer Service, Microsoft Office, Microsoft Excel, Sales, Marketing, PowerPoint, Financial Analysis, Microsoft Word, Investments, Account Management, Mutual Funds, Project Management, Financial Modeling, Team Building, Insurance, Series 7, Strategic Financial..., Financial Services, Relationship Management, Retirement, Series 63, Wealth Management, Securities, Financial Markets, Retirement Planning
Education
Heidelberg University 2006 — 2010
Bachelor of Science, Business Administration, Finance, Economics
Merrimack College 2011 — 2013
Certification, Certified Financial Planning
Enspire Investments November 2014 - Present
Synodex December 2009 - July 2014
Cofunds May 2000 - May 2013
Nationwide Insurance March 2000 - May 2013
Goldman Sachs Asset Management July 1997 - March 2000
Fidelity Investments August 1994 - July 1997
Skills
Leadership, Sales, Marketing, Program Management, Operations Management, Customer Service, Strategy, CRM, Financial Services, Integrated Marketing, Mutual Funds, Venture Capital, Data Extraction, Compliance, Information Technology, New Business Development, Investment Management, Equities, Strategic Partnerships, Consulting, Management, Investments
Education
Harvard College 1981 — 1985
AB, Economics
Harvard Financial Analysts Club January 2013 - Present
Fidelity Investments June 2015 - August 2015
Citigroup Global Markets June 2013 - August 2014
Cook Pine Capital LLC December 2013 - January 2014
Reimei Global Advisors June 2013 - August 2013
Admiral Capital Management May 2012 - June 2012
Skills
Matlab, R, Start-ups, Microcap Investing, Structured Products, Economics
Education
Harvard College 2012 — 2016
Bachelor of Science (B.S.), Applied Mathematics and Economics
Fidelity Investments September 2011 - Present
Stansource Inc November 2010 - September 2011
Syntel July 2006 - November 2010
Skills
IBM Optim, Java, Software Development, Spring, SQL, Git, Hibernate, Requirements Analysis, DB2, COBOL, VSAM, JCL, Fileaid, SDLC, JavaScript, Oracle, Easytrieve, C, Scrum, jQuery, SPUFI, TSO, MVS, Linux, HTML, IDMS, Shell Scripting, XML, JSP, Agile Methodologies, Servlets, PL/SQL, Eclipse, IBM Mainframe, Unix Shell Scripting, Sybase, Rational Team Concert, Performance Tuning
Education
Hemwati Nandan Bahuguna Garhwal University 2002 — 2006
B. Tech, Computer Science & Engineering
Biogen November 2011 - Present
ATKS Consulting, Inc. April 2009 - November 2011
Fadel Partners November 2008 - April 2009
Fadel Partners November 2007 - November 2008
FTS Consulting, Inc. March 2002 - November 2007
Oracle Corporation 1997 - 2002
Edgewater Technology 1996 - 1997
Fidelity Investments June 1994 - July 1996
Skills
ERP, Integration, Business Process, Requirements Analysis, Resource Management, Oracle Project..., Oracle, Oracle Applications, Change Management, Thought Leadership, Strategic Leadership, Technology Change..., Financial Accounting, Cross Functional Team..., Financial Operations, Procure-to-Pay, Order to Cash, Basics of Supply Chain..., Business Planning, Financial Forecasting, Business Intelligence, IT Business Strategy, Consulting, Software Development, Business Process..., Management, Testing, Leadership, Business Process..., IT Strategy, Financials, Project Management, Business Analysis, Project Portfolio..., Enterprise Software, SDLC
Education
University of Cincinnati College of Business 1990 — 1995
BBA, Finance & Accounting
Archbishop Alter High School 1986 — 1990
Harvard University
Masters of Liberal Arts, General Management Degree Candidate
Technical Talent Resource, Inc. January 2002 - Present
Technical Talent Resource, Inc. March 1996 - Present
Technical Talent Resource, Inc. March 1996 - Present
Technical Talent Resource, Inc. March 1996 - Present
Technical Talent Resource, Inc. March 1996 - Present
Technical Talent Resource, Inc. March 1996 - Present
Fidelity Investments September 2005 - May 2008
Iron Mountain Records Management August 1983 - March 1996
Education
Northeastern University 2010 — 2015
MS, Health Informatics
Boston University, Corporate Education Center 2007 — 2007
Certificate in Applied Project Management
Harvard University 1996 — 2001
ALB, Computer Science
Northeastern University
Graphic Design and Visual Communications Program
Fidelity Investments August 2015 - Present
Northwestern Mutual January 2015 - July 2015
Edward Jones February 2014 - September 2014
Henderson State University Athletic Department August 2013 - December 2013
Primerica July 2013 - December 2013
Henderson State University August 2012 - December 2013
Ouachita Baptist University August 2011 - May 2012
Skills
Sports, Event Planning, Higher Education, Fundraising, Student Affairs, Public Speaking, Academic Tutoring, Research, Microsoft Office, Exceptional Problem..., Leadership, Sports Coaching, PowerPoint, Time Management, Access, Community Outreach, Data Entry, Microsoft Word, Microsoft Excel, Meticulous, Microsoft Office:..., Facebook, Averaged an "A" on..., Capable of Constructing..., Capable of Constructing..., Cognizant of Website..., Highly Resourceful, Proficient with Prezi
Education
Henderson State University 2012 — 2013
Master of Business Administration (M.B.A.)
Ouachita Baptist University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Frisco High School 2004 — 2008
High School
Frisco
Frisco
Frisco
Eximious December 2010 - Present
R/GA April 2008 - December 2010
Fidelity Investments August 2006 - March 2008
Ziff Davis Media February 2005 - August 2006
AIG October 2002 - February 2005
OgilvyInteractive July 1999 - October 2002
Skills
User Experience, Information Architecture, Usability Testing, Interaction Design, Usability, Site Maps, User-centered Design, User Interface Design, Task Analysis, Wire Framing, Card Sorting, Visio, Intranet, Heuristic Evaluation, Experience Design, InDesign, Axure, Requirements Analysis, B2B, Web Applications, Contextual Inquiry, Information Design, Content Strategy, User Interface, Rapid Prototyping, OmniGraffle, MS Project, MS Office Suite, Requirements Gathering, Requirements Management, Prototyping, Wireframing, Web Project Management, iPhone, Mobile, Competitive Analysis, Enterprise Portals, Social Media, Collaboration Solutions, Personas, Usability Design, Heuristic Analysis, User Scenarios, Human-computer..., Mobile Design, Paper Prototyping, Design Strategy, Salesforce.com, Mobile Devices, Wireframes
Education
Heidelberg University 1989 — 1998
M.A., Industrial/Organizational Psychology
Human Factors International 2005 — 2006
Certified Usability Analyst
Meridian Credit Union June 2014 - Present
Meridian Credit Union August 2011 - May 2014
Meridian Credit Union January 2010 - August 2011
Courtyard Group June 2009 - January 2010
Fidelity Investments January 2006 - November 2008
CIBC Knowledge Network 2003 - 2005
CIBC January 2000 - January 2003
CIBC January 1999 - January 2000
Anglican Central Education Authority January 1993 - January 1997
Bank of Nova January 1987 - January 1993
Skills
Coaching, Employee Engagement, Organizational..., Leadership Development, Project Management, Consulting, HR Metrics, Change Management, Management Consulting, Strategy, Performance Management, Talent Management, Succession Planning, Leadership, Strategic Planning, Training, Workshop Facilitation, Employee Relations, Business Strategy, Workforce Planning, Management, Personnel Management, Vendor Management, Process Improvement, Team Building, Onboarding, Business Analysis, Talent Acquisition, Human Resources, Recruiting
Education
Henley Management College 2011 — 2015
Doctor of Business
Henley Management College 2009 — 2011
Master of Science (M.Sc.)
Ivey Business School at Western University 1997 — 1999
MBA
University of Toronto 1986 — 1992
Master of Arts
University of Toronto 1990 — 1991
Bachelor
University of Toronto
Bachelor of Arts
Fidelity Investments February 2012 - Present
Fidelity Investments July 2007 - January 2012
Fidelity Investments October 2005 - June 2007
TD Mutual Funds January 2000 - October 2005
La Caisse de dépôt et placement September 1998 - November 1998
Skills
Asset Managment, Asset Allocation, Portfolio Management, Capital Markets, Mutual Funds, Investments, Bloomberg, Financial Modeling, Investment Strategies
Education
Université de Sherbrooke 1997 — 1998
M.Sc., Finance
HEC Montréal 1993 — 1996
Bachelors, Finance/Economics
Ecole Française de Bujumbura 1987 — 1992
Federal Retirement Thrift Investment Board July 2015 - Present
Federal Retirement Thrift Investment Board 2010 - Present
Deloitte & Touche July 2006 - July 2010
Fidelity Investments 2003 - 2006
Skills
Defined Benefit, Pensions, Process Improvement, Business Analysis, Financial Services, Risk Management, 401k, Retirement, Project Management, Program Management, Management Consulting, Vendor Management, SDLC, Change Management, Business Process..., Requirements Gathering, Visio, Mutual Funds, Business Process..., PMP, Business Process, Outsourcing, Project Portfolio..., PMO, Governance, Leadership, Project Delivery, Business Transformation, Requirements Analysis
Education
Harvard University, John F. Kennedy School of Government 2014 — 2014
Senior Executive Fellows
Radford University 1989 — 1991
Master of Science (M.S.)
Radford University 1986 — 1989
Bachelor of Arts (B.A.), Music Education, Vocal Performance
Fidelity Investments October 1979 - Present
Fidelity Investments 1979 - 2015
Fidelity Investments 1979 - 2015
Fidelity Investments 1979 - 2015
The Conference Board 2005 - 2008
Skills
Coaching, Leadership Development, Employee Engagement, Management Development, Performance Management, Succession Planning, Career Development, Program Management, Workforce Planning, Onboarding, Organizational..., Executive Development, MBTI, Career Counseling, Leadership, Organizational Design, 360 Feedback, Workshop Facilitation, Executive Coaching, Culture Change, Organizational..., Change Management, Human Resources, Talent Management, Executive Management, Training
Education
Harvard University Graduate School of Education 1979 — 1991
Ed.D., Adult Developmental Psychology
Harvard University Graduate School of Education
Hawthorne School Oak Park Ill
Hawthorne School Oak Park Ill
Dodge & Cox June 2012 - Present
Sanford C. Bernstein September 2010 - April 2012
Fidelity Investments June 2010 - August 2010
Skills
Equity Valuation
Education
Harvard University 2006 — 2010
A.B., Mathematics
Monta Vista High School 2006 — 2010
Avos Holdings, LLC October 2009 - Present
Cayenne Consulting May 2009 - Present
Cheek'd March 2009 - January 2010
MGD Development 2007 - 2010
MyCollegeCalendar, Inc. March 2008 - December 2008
TD Waterhouse April 1999 - December 2007
Fidelity Investments 1994 - 1999
Kidder Peabody 1990 - 1994
Skills
Private Equity, Due Diligence, Financial Analysis, Investments, Project Management, Project Finance, Entrepreneurship, Venture Capital, Valuation, Entrepreneur, Business Strategy, Management Consulting, Business Development, Financial Modeling, Mergers, Product Management, Business Planning, Strategy, Strategic Planning
Education
HEC School of Management / HEC Paris 2002 — 2004
MBA, International Business; Finance
London School of Economics and Political Science 2002 — 2004
MBA, International Business; Finance
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, International Business; Finance
Fifth Third Bank January 2015 - Present
Fifth Third Bank October 2012 - January 2014
Fifth Third Bank May 2010 - October 2012
Fifth Third Bank December 2007 - May 2010
Fifth Third Bank June 2006 - December 2007
Changing Paradigms, LLC; a subsidiary of oneCARE January 2005 - June 2006
Robert Half Finance & Accounting May 2004 - January 2006
Fidelity Investments June 2002 - April 2004
Skills
Financial Analysis, Financial Reporting, Essbase, Siebel, Forecasting, Financial Modeling, Strategic Financial..., Budgets, Financial Variance..., Incentive Programs, Microsoft Excel, Business Objects, TM1, Hyperion Enterprise, Bluezone, Mobius, PowerPoint, Strategy, Accounting, Financial Planning, Hyperion, Analysis, Banking, Finance, Management
Education
Ohio University 2012 — 2014
Master of Business Administration (MBA)
Heidelberg University 1997 — 2001
B.A., Political Science / Psychology
Fidelity Investments January 2015 - Present
Fidelity Investments May 2014 - Present
Fidelity Investments June 2013 - Present
Fidelity Investments August 2008 - Present
Dream Day Music & Entertainment January 2008 - Present
Curtis Knight Entertainment January 2008 - January 2015
L-com April 2003 - August 2008
Fidelity Investments August 2002 - March 2003
Skills
Customer Service, Problem Solving, Excel, PowerPoint, Microsoft Office, People Management, Change Management, Influential, Sales Management, Sales Coach, Interviewing, Performance Management, Performance Reviews, Entertainment, Corporate Events, Customer Satisfaction, Process Improvement, Leadership, Team Building, Coaching, Music, Sales, Management, Account Management, Call Centers, Training
Education
Heald College 2001 — 2003
AS, Computer and Information Sciences, General
Department of Veterans Affairs August 2008 - Present
Fidelity Investments 2007 - 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 2000 - 2004
Fidelity Investments 1997 - 2000
Fidelity Investments 1995 - 1997
United States Marine Corps 1984 - 1992
Park University 1990 - 1991
Skills
Process Improvement, Project Management, Six Sigma, Financial Analysis, Customer Service, CRM, Program Management, Vendor Management, Cross-functional Team..., Risk Management, Business Process..., Operations Management, Financial Services, PMP, Business Analysis, Relationship Management, Team Leadership, Change Management, Leadership, Strategic Planning, Training
Education
Harvard Kennedy School of Government 2011 — 2011
Senior Executive Fellow (SEF)
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance, Statistics, Production & Operations Management
United States Naval Academy 1980 — 1984
B.S., Applied Mathematics
F-Squared Investments August 2012 - March 2015
NPI Capital, LP December 2009 - July 2012
Morgan Stanley Investment Management 2006 - 2007
Oxhead Capital Management September 2003 - May 2006
Putnam Investments 1996 - 2003
Fidelity Investments 1995 - 1996
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Equity Research, Equities, Investment Management, Investment Strategies, Asset Allocation, Series 7, Structured Products, Bloomberg, Mutual Funds, Bonds, Asset Managment, Portfolio Management, Quantitative Finance, Emerging Markets, Capital Markets, Investments, ETFs, Asset Management
Education
Massachusetts Institute of Technology - Sloan School of Management 1994 — 1996
Master of Business Administration (MBA), Finance, General
Harvard University 1985 — 1988
BA, Ecnomics
Leifer Capital Advisers, LLC 1997 - Present
AIPAC 2008 - 2015
Harvard Kennedy School of Government 2006 - 2007
Hebrew College 2000 - 2005
Fidelity Investments 1979 - 1997
Skills
Non-profits, Mutual Funds, Fundraising, Strategic Planning, Investments, Start-ups, Philanthropy, Mergers, Public Policy, Business Strategy, Board Development, Energy Policy, Nonprofits, International Relations, Strategic Partnerships, Entrepreneurship, Government, Venture Capital, Policy, Research
Education
Harvard University, John F. Kennedy School of Government 1999 — 2000
MPA, Nonprofit Leadership
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance and Decision Sciences
University of Pennsylvania 1976 — 1979
B.S., Economics
Fidelity Investments June 1998 - Present
ADI Time June 1996 - June 1998
Stream International 1995 - 1996
Education
Hawaii Pacific University 1992 — 1995
Bachelor Of Arts, Psychology
Citadel Investment Group April 2010 - Present
Pyramis Global Advisors April 2008 - March 2010
Fidelity Investments February 2006 - April 2008
Bel Air Investment Advisors 2004 - 2006
Skills
Financial Modeling, Hedge Funds, Portfolio Management, Energy, Equities, Bloomberg, Equity Research, Valuation, Alternative Investments
Education
Harvard University 1999 — 2003
AB, Economics
Milton Academy
Citizens Financial Group, Inc. 2015 - Present
MetLife 2011 - 2015
MFS Investment Management 2007 - 2011
Fidelity Investments 2002 - 2007
Fidelity Investments 2000 - 2002
Fidelity Investments 1998 - 2000
Fidelity Investments 1995 - 1998
Fidelity Investments 1993 - 1995
Chrysler 1990 - 1993
Merrill Lynch 1985 - 1990
Skills
Mutual Funds, Financial Services, Series 7, Series 63, Investments
Education
Suffolk University Law School 1998 — 2002
JD
Xavier University - Williams College of Business 1986 — 1989
MBA
Haslam College of Business at the University of Tennessee 1981 — 1985
B.S., Business Administration, Finance
TIAA-CREF July 2014 - Present
Fidelity Investments June 2004 - April 2014
Fidelity Investments September 2000 - June 2004
Chase Manhattan Corporation March 1998 - August 2000
US Navy 1982 - 1997
Skills
Customer Service, Leadership, Process Improvement, Series 7, Mutual Funds, Financial Services, Risk Management, Team Management, Financial Analysis, Banking, Analysis, Securities, Business Analysis, Strategic Financial..., Relationship Management, Management, Financial Planning
Education
Hawaii Pacific University 1995 — 1997
BSBA, Finance
Fidelity Investments October 2011 - Present
Cubist Pharmaceuticals May 2011 - October 2011
IBM March 2010 - May 2011
Summit Computer Services January 2009 - February 2010
Fidelity Investments September 1999 - December 2008
Concord Hospital 1997 - 1999
Coopers & Lybrand Consulting November 1996 - March 1997
Beede Instrument 1994 - 1996
Litton PRC 1992 - 1994
US Air Force 1985 - 1992
Skills
Solaris, Unix, VMware, System Administration, Disaster Recovery, Servers, Linux, Networking, Virtualization, SAN, Red Hat Linux, AIX, IT Operations, Windows Server, VMware ESX, Unix Shell Scripting, Shell Scripting, High Availability
Education
Hawaii Pacific University 1990 — 1993
MS
GMO March 2014 - Present
Manulife Asset Management 2009 - March 2014
Wellington Management Company 2005 - 2008
Fidelity Investments 2001 - 2002
Breakaway Solutions 2000 - 2001
Accenture 1997 - 2000
Education
Yale University - Yale School of Management 2002 — 2004
MBA
Haverford College 1993 — 1997
BA
Concord Carlisle High School
Stanford University 2012 - Present
Fine Arts Museums of San Francisco 2007 - 2011
Judah L. Magnes Museum 2004 - 2007
Fidelity Investments 1996 - 2003
Cambridge Energy Research Associates 1989 - 1993
Education
Harvard University
Bachelor's degree, Liberal Arts
Tufts University
Graduate certificate, Museum Studies
Fidelity Investments September 2010 - January 2013
Citi 1997 - 2009
Citigroup Inc. - Global Consumer Group 2002 - 2004
Citibank Brasil 1997 - 2002
Citigroup Asset Management 1997 - 2002
Skills
Wealth Management, Mutual Funds, Asset Managment, Investments, Alternative Investments, Capital Markets, Portfolio Management, Equities, Fixed Income, Banking, Hedge Funds, Investment Advisory, Series 7, Risk Management, Derivatives, Securities, Financial Services, Asset Management, Financial Markets, Emerging Markets, Asset Allocation, Series 63
Education
New York University School of Law 1973 — 1976
JD, Law
Haverford College 1969 — 1973
BA, Political Science
Desjardins Financial Security Life Assurance Company February 2011 - Present
Manulife Financial June 2009 - January 2011
Fidelity Investments 2005 - February 2009
BMO Nesbitt Burns 1994 - 2004
Skills
Sales Operations, Sales, Leadership, Risk Management, Coaching, Banking, Mutual Funds, Wealth Management, Retirement Planning, Investments, Financial Services, Retirement, Relationship Management, Strategic Financial..., Portfolio Management, Asset Allocation, Investment Strategies, Investment Advisory, Asset Management, Insurance
Education
Heriot-Watt University
MBA, Business
York University
HBA, Economics and Political Science
Fidelity Investments April 2015 - Present
Fidelity Investments January 2015 - April 2015
Fidelity Investments June 2011 - January 2015
Fidelity Investments July 2009 - June 2011
Fidelity Investments October 2007 - July 2009
Fidelity Investments September 2006 - October 2007
University College Cork 2006 - 2006
Skills
Systems Analysis, Requirements Gathering, Business Analysis, SDLC, SQL, Agile Methodologies, Requirements Analysis, Visio, Oracle, Waterfall, Project Management, Analytics, Software Project..., Data Warehousing, Analysis
Education
Harvard University Graduate School of Education 2008 — 2009
University College Cork 2002 — 2006
BIS, Management Information Systems, IT, Finance
Segal Roitman February 2010 - February 2011
Massachusetts Appeals Court September 2008 - September 2009
The MathWorks December 2007 - May 2008
Attorney General of Massachusetts May 2007 - August 2007
Hrones Garrity & Hedges November 2006 - February 2007
Massachusetts Superior Court May 2006 - August 2006
Fidelity Investments July 2001 - July 2005
Fidelity Investments 2001 - 2005
Skills
Legal Research, Legal Writing, Intellectual Property, Litigation, Civil Litigation, Licensing, Mediation, Patent Litigation, Employment Law, Commercial Litigation, Corporate Law, Privacy Law
Education
Tufts University 2011 — 2011
Non-degree, Physics
University of Massachusetts Boston 2011 — 2011
Non-degree, Physics
Northeastern University School of Law 2005 — 2008
Juris Doctor, Law
Haverford College 1997 — 2001
Bachelor of Science, Mathematics
Fidelity Investments April 2000 - Present
London life / Great-West Lifeco Inc 1993 - 2000
Education
HEC Montréal 1989 — 1992
B.com, Accounting
Nuance Communications July 2012 - Present
Vlingo October 2009 - July 2012
Symantec September 2001 - July 2009
Relicore September 2001 - July 2009
Oppenheimer & Walsh September 1999 - September 2001
Reasoning September 1997 - September 1999
Fidelity Investments November 1995 - September 1997
Skills
Linux, VMware, Solaris, Unix, Storage, AIX, HP-UX, Virtualization, Windows, Infrastructure, Perl, Monitoring Solutions, Python, Java, C, Zenoss, Hyperic HQ, SaaS Operations, DevOps
Education
Harvard University Graduate School of Education 1990 — 1991
EdM, Education
University of Massachusetts, Amherst 1984 — 1988
BA, Education
Self Employed June 2009 - Present
THE CANNATA REPORT December 2012 - Present
Fidelity Investments December 2007 - May 2009
Cerulli Associates May 2006 - May 2007
Fidelity Investments December 2005 - May 2006
Skills
Financial Reporting, Editing, Mutual Funds, Newsletters, Asset Management, Copywriting, Copy Editing
Education
Tufts University 1994 — 1998
B.A., International Relations, French
Harvard University 2005 — 2011
M.L.A., Journalism
Fidelity Investments January 2006 - Present
Fidelity Investments January 2000 - January 2002
Digital Equipment Corporation June 1987 - October 1996
Digital Equipment Corporation January 1994 - January 1996
Digital Equipment January 1992 - January 1994
Digital Equipment January 1987 - January 1992
Skills
Financial Analysis, Forecasting, Process Improvement, Analysis, Business Planning, Management, Business Analysis, Mergers & Acquisitions, Finance, Strategy, Human Resources, Leadership
Education
Boston University 1989 — 1993
MBA, Finance
Haverford College 1983 — 1987
BA, Economics
Fidelity Investments February 2015 - Present
Vanguard June 2011 - January 2015
VW North Scottsdale 2009 - 2011
automatik education 2008 - 2009
Beck's Independent Porsche 2005 - 2008
Skills
Sales, Financial Services, Team Building, Customer Service, Leadership, Series 7, Automotive, Microsoft Office, Public Speaking, Wealth Management, Retirement Planning, Relationship Building, Series 63, Financial Planning, Instructional Design, Social Media, Wealth Preservation..., Customer Experience, Client Retention, Investment Products, Investment Services, Personalized Investment..., Financial Planning..., Training & Mentoring, Regulatory Compliance, Legal Compliance, Community Networking, Needs Analysis, Consultative Sales, Telephone Sales, In-person Client..., Brokerage Accounts, Cash Management Accounts, Sales & Marketing, Presentations, Financial Advising, Wealth Management..., Life & Health Insurance..., Certified Financial..., CFP®
Education
Hastings College
Bachelors, Business Administration
Fidelity Investments Associate Software EngineerFidelity InvestmentsJuly 2009 - Present
Education
High Point University 2005 — 2009
BS, Computer Science
Brouwer & Janachowski LLC July 2014 - Present
M.P. Associates January 2013 - June 2014
Wellington Management July 2006 - December 2012
Rampart Investment Management January 2003 - July 2006
J.P. Morgan January 1999 - March 2000
J.P. Morgan January 1997 - February 1999
Fidelity Investments January 1996 - February 1997
Andersen Consulting (now Accenture) August 1990 - December 1995
Skills
Risk Management, Capital Markets, Alternative Investments, Investments, Equity Derivatives, Hedge Funds, Asset Management, Investment Management, Asset Allocation, Equities, Securities, Mutual Funds, Derivatives, Bonds, Change Management, Valuation, Financial Modeling, Equity Research
Education
Harvard University Graduate School of Education 1989 — 1990
Master of Education (MEd), Math and Science
University of New Hampshire 1981 — 1984
Bachelor's degree, Biochemistry
Morgan Stanley July 2010 - Present
Citigroup 2005 - 2010
Fidelity Investments November 2000 - January 2004
Moodys Corporation 1993 - 2000
Skills
Bonds, Fixed Income, Fixed Income Research, Financial Institutions
Education
Harvard University 1969 — 1973
A.B., History
BB&T August 2013 - Present
BB&T August 2013 - Present
RedPrairie July 2010 - August 2013
Oracle Corporation July 2008 - July 2010
Fidelity Investments June 1999 - July 2008
Dharma Systems January 1999 - July 1999
Skills
Core Java, Servlets, Java, JSP, J2EE Architecture, J2EE, Oracle Financials, Orac, Oracle Reports, Siebel Administration, PL/SQL, Oracle, Oracle E-Business Suite, Shell Scripting
Education
Harvard University 2005 — 2008
Masters, Computer Science
Eaton Vance April 2013 - Present
Fidelity Investments October 2007 - April 2013
Department of Conservation and Recreation June 2006 - August 2006
Skills
Financial Services, Agile Methodologies, Salesforce.com, Process Improvement, SDLC, Public Speaking, Program Management, Vendor Management, Analysis, CRM, Business Analysis, Risk Management, Customer Service, Leadership, Microsoft Office, Microsoft Excel
Education
University of Massachusetts, Amherst 2004 — 2007
Bachelors
Heidelberg University 2006 — 2006
Fidelity Investments December 2014 - Present
Fidelity Investments March 2006 - December 2014
Fidelity Investments September 2005 - December 2014
ACS September 2004 - May 2006
Fidelity Investments September 2005 - March 2006
Skills
Customer Satisfaction, Series 63, Microsoft Excel, Management, Investments, Access, Microsoft Office, Credit, Workshop Facilitation, Investment Strategies, Training, Investment Management, Customer Service, Process Improvement
Education
High Point University 2000 — 2004
Bachelor's degree, Computer and Information Systems Security/Information Assurance
Highfields Capital June 2014 - Present
Highfields Capital LP May 2013 - August 2013
Federated Investors - MDT Advisers 2009 - 2012
Fidelity Investments 2007 - 2008
EventMonitor, Inc. 2006 - 2006
Redwood Investments, LLC 2005 - 2005
Skills
Equity Research, Bloomberg, Equities, Mutual Funds, Hedge Funds, Financial Modeling, Equity Valuation, Investments, Valuation, Asset Allocation, Fixed Income, Investment Management, Stock Picking, Alternative Investments, Investment Strategies, Portfolio Management, Financial Analysis, Asset Managment
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (MBA)
Harvard University 2006 — 2009
Bachelor's degree, Economics, Mathematics
Fidelity Investments May 2015 - Present
Fidelity Investments August 2011 - Present
Harvard University August 2007 - May 2011
Fidelity Investments May 2010 - August 2010
Skills
Global Macro, Fixed Income Portfolio..., Equities, Foreign Exchange, Economics, Statistics, Econometrics, Python, R, Emerging Markets
Education
Harvard University 2007 — 2011
AB, Applied Math and Economics
Harvard University 2007 — 2011
AM, Statistics
Fidelity Investments May 2007 - Present
Fidelity Investments January 2003 - May 2007
Fidelity Investments Stock Plan Services March 2001 - December 2002
Skills
Business Requirements, CRM, Retirement, 401k, Requirements Gathering, Employee Benefits, Business Analysis, SDLC, Visio, Requirements Analysis, Business Process..., FINRA, Equity Compensation, Operations Management, Compensation & Benefits, Financial Services, Documentation
Education
Heidelberg College 1981 — 1985
Business Administration, Business
Fidelity Investments September 2012 - Present
US Securities and Exchange Commission January 2009 - August 2012
Deloitte September 1997 - January 2009
Education
Harvard University 1991 — 1995
Bachelor of Arts (BA), Econcomics
Fidelity Investments January 2013 - Present
Dicks Sporting Goods November 2010 - January 2013
Skills
Store Management, Team Building, Visual Merchandising, Merchandising, Customer Service, Inventory Management, Sales, Retail, Loss Prevention
Education
High Point University 2005 — 2009
B.S., Business Administration, Finance, Economics
Fidelity March 2013 - Present
Fidelity Investments January 2006 - March 2013
HSBC July 2001 - December 2005
Hero Honda March 1999 - November 2000
Amtrex Appliances Lted May 1994 - February 1999
Skills
Oracle RAC, Sybase, SQL Tuning, RMAN, Replication, Oracle, Performance Tuning, Disaster Recovery, AIX, SQL, Unix Shell Scripting, Database Design, Unix, Solaris, Database Administration
Education
Shreemati Nathibai Damodar Thackersey Women's University 1990 — 1993
Master of Computer Applications (M.C.A.), Computer/Information Technology Administration and Management
Hemwati Nandan Bahuguna Garhwal University 1987 — 1990
Bachelor's degree, Sciences
Fidelity Investments May 2015 - Present
Illinois State University Telefund September 2014 - May 2015
Danville Country Club May 2014 - August 2014
American Pavilion/American Event Services May 2012 - August 2012
Shore Wealth Management September 2008 - July 2010
Skills
Customer Service, Teamwork, Leadership, Employee Training, Time Management, Office Administration, Website Development, Microsoft Word, Microsoft Excel, PowerPoint, Social Media
Education
Illinois State University 2014 — 2015
Bachelor of Science (BS), Business Administration
High Point University 2011 — 2013
Boston Scientific 2006 - 2007
NuVox 2005 - 2005
Unicom 2004 - 2005
Massachusetts Army National Guard 2003 - 2005
Humetrics 2002 - 2002
CGN 2002 - 2002
IQ-Interactive 2002 - 2002
Creative Data 2001 - 2001
StreetZebra 2000 - 2000
Fidelity Investments 1997 - 2000
Skills
Databases, Microsoft SQL Server, Oracle, XML, Database Design, SQL, .NET, T-SQL, Java, Requirements Analysis, Oracle Database, Data Warehousing, Unix, Integration, SharePoint, PL/SQL, IIS, JavaScript, SDLC, Visual Studio, ETL, C#
Education
Regis University 2013 — 2015
Master of Science (M.S.), Database Technologies, 4.0
Harvard University 1998 — 1999
Computer Science
Universitat Regensburg 1995 — 1996
German Language and Literature
University of Colorado Boulder 1994 — 1996
Bachelor of Arts (B.A.), German Language and Literature, 3.7
University of Colorado Boulder 1989 — 1993
Bachelor of Arts (B.A.), History, 3.1
Best Fitness Fitness Club February 2014 - Present
Fidelity Investments August 1995 - February 2012
Education
Harvard University
Bachelor's degree, Economics
Fidelity Investments March 2004 - Present
Finacial Services Provider 2004 - 2014
J. R. K. Finance Company July 1996 - 2004
Skills
Financial Analysis, Business Analysis, Managerial Finance, Sales
Education
The University of Tennessee College of Business Administration, Knoxville 1986 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General