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
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Lucas Group June 2014 - Present
Imprimis May 2010 - May 2014
Ajilon Professional Staffing June 2008 - November 2009
Spencer Reed Group May 2006 - June 2008
UBS Financial Servicesdallas July 2003 - May 2006
Fidelity Investments December 2000 - July 2003
Ameriprise Financial Services, Inc. April 2000 - December 2000
Skills
Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, Accountants, Administrative..., Administrative Work, Applicant Tracking..., Benefits Administration, Call Center, Call center start-up, Clerical, Clerical Work, College Recruiting, Commercial Mortgages, Compensation & Benefit, Contract Recruitment, Cost Accounting, Customer Service, Employee Benefits, Customer Service..., Employee Engagement, Employee Relations, Employment, Customer Service..., Financial Accounting, Financial Analysis, Financial Audits, Financial Modeling, Financial Reporting, Graduate Recruitment, Internet Recruiting, Key Account Management, Interviews, Legal Research, Management, Medical Billing, Medical Coding, Medical Records, Medical Terminology, Mortgage Lending, Mortgage Servicing, Mortgage Underwriting, Office Administration, Payroll, Permanent Placement, Temporary Placement, Human Resources, Training, Call Centers
Education
University of North Texas 1994 — 1997
BBA, Production and Operations Management
Maryville University of Saint Louis 1993 — 1994
Eureka Senior High School
TIAA-CREF September 2014 - Present
Fidelity Investments May 2014 - September 2014
Fidelity Investments March 2009 - May 2014
Fidelity Investments June 2007 - March 2009
Skills
Series 7, Series 63, Series 65, Life, Accident and..., Asset Allocation, Customer Service, Financial Services, Fixed Annuities, Mutual Funds, Securities, Series 6, Wealth Management
Education
Massachusetts College of Liberal Arts 2002 — 2006
Bachelor of Science (BS), Business/Corporate Communications
KSL Design January 1994 - Present
Fidelity Investments 1999 - 2001
Arthur D. Little 1994 - 1998
Putnam Investments 1989 - 1994
Skills
Graphic Design, Photoshop, Illustrator, Sketching, InDesign, Adobe Creative Suite, Web Design, Painting, Illustration, Art Direction, Logo Design, Concept Development, Typography, Interaction Design, Branding & Identity, Flash Animation, Copywriting, Brochures, Vector Illustration, Creative Direction, WordPress, Video Editing, Art, Book Design, Concept Design, Digital Illustration, Graphics, Motion Graphics, Image Manipulation, Publishing, Posters, Fine Art, Blogging, Visual Communication, Business Cards, Flyers, Drawing, Books, Packaging, Layout, Advertising, Storyboarding, Visual Arts, Sculpture, Magazines, Corporate Identity
Education
Massachusetts College of Art 1987 — 1991
Graduate Certificate, Graphic Design/Computer Graphics
Pratt Institute 1968 — 1969
Painting
www.mvjudge.com December 2001 - Present
Fidelity Investments March 1999 - December 2000
Peace Corps July 1996 - November 1998
Blue Cross Blue Shield of Massachusetts August 1983 - July 1996
Skills
Fine Art, Visual Arts, Printmaking, Video, Oil Painting, Photography, Photoshop, Portrait Painting, Commissioned Art, Art Education, Contemporary Art, Art, Painting, Digital Art, Adobe Creative Suite, Screen Printing, Mixed Media, Modern Art, Figurative Art, Graphic Design, Digital Photography, Art History, Abstract Paintings, New Media Art, Studio Art, Portraits, Video Art, Customer Service
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), Art History
Massachusetts College of Art
Photography - Video - Animation
New Art Center
Painting
School of the Museum of Fine Arts
Portrait
deCordova Sculpture Park and Museum
Abstract - Mixed Media
Melrose High School
Fidelity Investments April 2013 - Present
Fidelity Investments October 2007 - March 2013
Fidelity Investments December 2005 - September 2007
J. Kenneth Kearney Ltd. November 2004 - October 2005
Skills
Business Analysis, User Acceptance Testing, Financial Reporting, Mutual Funds, Training, Equities, Fixed Income, Organization &..., Time Management, Problem Solving, Analytical Skills, Communication Skills, Close Attention to..., Critical Thinking
Education
University of Massachusetts at Lowell 2008 — 2010
Bachelor of Science (B.S.), magna cum laude, Information Technology
Massachusetts Bay Community College
Associate of Science (A.S.), Information Systems Technology and Management
Santander Bank, N.A. January 2015 - Present
Fidelity Investments February 2012 - September 2014
Fidelity Investments February 2010 - March 2012
Fidelity Investments January 2006 - February 2010
Grand Circle Corporation February 2003 - January 2006
Deluxe Corporation (formerly NEBS) 1998 - 2002
Skills
Financial Services, Management, Sales, Budgets, Vendor Management, Direct Marketing, Business Analysis, Product Management, Strategy, Cross-functional Team..., Program Management, Process Improvement, Business Intelligence, SDLC, Marketing, Analytics, CRM, Marketing Strategy, Leadership, Segmentation, Email Marketing, Project Management, Marketing Communications, Databases
Education
Massachusetts College of Liberal Arts 1990 — 1994
BS, Business Management
St. Peter-Marian CCHS 1983 — 1987
RBS Citizens August 2012 - Present
RBS Citizens September 2011 - August 2012
Fidelity Investments 2007 - 2010
Fidelity Investments 2004 - 2007
Fidelity Investments 1999 - 2004
Fidelity Investments 1996 - 1999
Fleet Financial Group 1993 - 1996
Fleet Financial Group - RECOLL Management 1991 - 1993
Maine Savings Bank 1988 - 1991
Skills
Leadership, Program Management, Management Consulting, Strategy, Cross-functional Team..., Negotiation, PMO, Strategic Planning, Financial Services, Risk Management, Budgets, Product Development, Financial Risk, Banking, Business Analysis, Change Management, Investments, Management, Mergers & Acquisitions, Securities, Outsourcing, Vendor Management, Project Management
Education
Marylhurst University
Bachelor of Science (B.S.), Business Management
BHB Group LLC October 2003 - Present
Creative Concepts, Inc - http://www.cconceptsinc.com/ June 2003 - Present
Aegis Housing Solutions September 2001 - Present
Massachusetts College of Art September 1997 - Present
Lucier Illustration & Design - http://www.lid.com March 1993 - Present
Fidelity Investments January 2001 - June 2004
Granitar Corporation January 2001 - November 2001
Skills
Real Estate, Website Development, Online Marketing, Web Design, Advertising, Graphic Design, Logo Design, Dreamweaver, Facebook, Flash, Adobe Creative Suite, Entrepreneurship, Illustrator, Photoshop, Illustration, InDesign, User Experience, Email Marketing, Art, Interaction Design, Graphics, Leadership, User Interface Design, Multimedia, E-commerce, Mac, Creative Direction
Education
Massachusetts College of Art and Design 1981 — 1985
Bachelors, Illustration, Graphic Design, Computer Arts
Leominster High School
Fidelity Investments October 2014 - Present
Mad*Pow June 2014 - August 2014
Fidelity Investments June 2013 - August 2013
Roslindale Village Main Street June 2011 - January 2012
Show Media June 2009 - July 2009
Digital Public 2007 - 2007
Skills
Typography, Information Architecture, Graphic Design, Adobe Creative Suite, Graphics, Logo Design, Photography, Digital Illustration, User Experience, Corporate Identity, InDesign, Web Design, Communication Design, HTML 5, CSS3, Website Development, Illustrator, After Effects, Photoshop, Magazine Design, User Interface Design, Posters, Bookbinding, Print Production Process, Design Research, Illustration, Visual Communication
Education
Massachusetts College of Art 2012 — 2014
BFA, Graphic Design
University of the Arts London 2007 — 2010
FdA Design Practice, Design Communication
Skinners' Company's School for Girls
High School Diploma
EMC Corporation July 2015 - Present
Fidelity Investments June 2014 - September 2014
Cool Gear International June 2013 - September 2013
Massachusetts College of Art and Design November 2012 - May 2013
Skills
Typography, Graphic Design, Book Design, Information Design, Adobe Creative Suite, Visual Communication, Illustration, Posters, InDesign, Digital Illustration, Layout, Art Direction, Interaction Design, User Experience Design, Concept Development
Education
Massachusetts College of Art and Design 2011 — 2015
Bachelor of Fine Arts (BFA), Graphic Design
Massachusetts College of Art and Design September 2013 - Present
Fidelity Investments June 2015 - August 2015
Cool Gear International May 2014 - August 2014
Sarah Morse, Silversmith and Goldsmith May 2014 - August 2014
MetroWest YMCA June 2008 - August 2013
Self-employed October 2008 - September 2010
Skills
InDesign, Illustrator, Photoshop, Premiere, After Effects, Dragonframe, Keynote, Microsoft Word, PowerPoint, Public Speaking, Customer Service, Digital Photography, Layout, Teaching, Adobe Creative Suite, Microsoft Office, Typography
Education
Massachusetts College of Art and Design 2012 — 2016
Bachelor of Fine Arts (BFA), Graphic Design
Framingham High School 2007 — 2011
4.01
Philips September 2014 - Present
Management Sciences for Health May 2014 - August 2014
Fidelity Investments August 2011 - March 2014
Covidien June 2010 - July 2011
Raytheon November 2009 - May 2010
HP July 2009 - November 2009
Bose Corporation March 2008 - February 2009
Fidelity Investments July 1997 - March 2008
Tom Peters Company 1999 - 2001
WBUR July 1998 - June 2000
Skills
Leadership Development, Change Management, Management, Talent Management, Organizational..., Succession Planning, Performance Management, Organizational..., Executive Coaching, Employee Engagement, Workforce Planning, Organizational Design, Strategy, Program Management
Education
Lesley University 1988 — 1990
MS, Management:Training & Development
Massachusetts College of Liberal Arts 1979 — 1983
BA, Political Science, Sociology
Donnelly Orthodontics June 2008 - Present
Scituate Orthodontics August 2001 - June 2008
Fidelity Investments April 1986 - June 1991
Skills
Dentistry, Healthcare, Treatment, Appointment Scheduling, Medical Terminology, Patient Education, Clinical Research, Pediatrics, X-ray, Data Entry, Microsoft Word, Forensic Accounting, Customer service and..., Mutual Funds control..., Medical Records, Medical Billing, Customer Service, Microsoft Office, Strategic Planning
Education
Massachusetts College of Liberal Arts 1977 — 1981
Bachelor of Arts (B.A.), Social Psychology
Scituate High School 1972 — 1976
Schneider Electric May 2011 - Present
Treble Chorus of New England August 2010 - May 2013
Treble Chorus of New England October 2010 - June 2012
Fidelity Investments June 1999 - October 2010
Fidelity Investments 1999 - October 2010
Fidelity Investments 1998 - 1999
Fidelity Investments 1996 - 1998
Fidelity Investments 1993 - 1996
Fidelity Investments 1992 - 1993
Fidelity Investments Ad Agency October 1991 - October 1992
Skills
Knowledge Management, MS Project, Six Sigma, SDLC, Application Development, Web Project Management, Wikis, PMP, PMI, PMBOK, PMO, Lean Manufacturing, Software Project..., Visio, Project Management, Business Analysis, Software Development, Program Management, Cross-functional Team..., Process Improvement, Web Design
Education
Hammer and Company 2012 — 2012
Merrimack College 2001 — 2002
Web Design Certification, Web Design
Massachusetts College of Art and Design 1986 — 1987
Illustration - Graphic Design
University of New Hampshire 1978 — 1982
BSW, Masters in Social Work, Minor in Sociology
Mamaroneck High School 1974 — 1978
OneSource Virtual October 2014 - Present
NuView Systems November 2011 - August 2014
Fidelity Investments January 2009 - August 2011
Fidelity Investments January 2007 - December 2009
Fidelity Investments 2004 - December 2006
Genesys Software Systems 1998 - 2004
DAKA International September 1994 - January 1998
Store 24 Companies Inc 1991 - 1994
Arthur Andersen & Company July 1989 - June 1991
HK Porter September 1986 - January 1989
Skills
Human Resources, Business Analysis, Software Documentation, Requirements Analysis, Employee Benefits, HRIS, Training, Outsourcing, Requirements Gathering, Project Management, Payroll, Benefits Administration, Data Analysis, Customer Service, Program Management, Root Cause Analysis, Strategic Planning, Business Requirements, SDLC, Data Mapping, Relationship Management, Data Integration, General Ledger, Oracle, SQL, Process Improvement, End User Training, Gap Analysis, Data Validation, Professional Services, Troubleshooting, Microsoft Excel, Microsoft Word, Access, PowerPoint
Education
Southern New Hampshire University 2010 — 2011
Certificate
Classical High School
Diploma
Massachusetts College of Liberal Arts
BA
Fidelity Investments February 2012 - Present
Fidelity Investments September 2011 - February 2012
deCordova Museum November 2010 - July 2011
Hill Holliday Advertising November 1996 - July 2010
Ingalls, Quinn & Johnson 1990 - 1996
Skills
Print Production, Creative Development, Budgeting, Creative Services, Problem Solving, Creative Direction, Program Management, Interactive Advertising, Print, Email Marketing, Direct Marketing, Marketing Communications, Digital Marketing, Digital Strategy, Online Advertising, Budgets, Interactive Marketing, Integrated Marketing, Advertising, Creative Strategy, Direct Mail, Adobe Creative Suite, Art Direction, Branding & Identity, Concept Development, Corporate Identity, Illustrator, Leadership, Management, Project Management
Education
Massachusetts College of Art
BFA, Design
William George Associates
Project Management
Travelers July 2012 - Present
AXA Equitable 2010 - 2012
MassMutual February 2005 - September 2008
Fidelity Investments 2004 - February 2005
Fidelity Investments 2001 - 2004
Skills
Business Process..., Series 7, Mutual Funds, Insurance, Strategic Planning, Budgets, Operations Management, Leadership, Management, Recruiting, Risk Management, Process Improvement, Customer Service, Start-ups, CRM, Forecasting, Call Centers, Account Management, Strategy, Financial Services, Vendor Management
Education
Massachusetts College of Liberal Arts
Bachelor, Economics/Marketing
Fidelity Investments May 2015 - Present
Suffolk University, Sawyer Business School September 2014 - Present
Le Laboratoire Cambridge January 2013 - August 2014
The Cloud Foundation June 2009 - August 2014
The Cloud Foundation September 2007 - June 2009
Skills
Project Management, Bookkeeping, Office Administration, QuickBooks, Grant Administration, Human Resources, Workshop Development, Event Planning, Photoshop, Notary Public, Nonprofits, Budgets, Payroll, Building Management, Art Education, Community Outreach, Microsoft Project, Microsoft Office, Salesforce.com..., Design Thinking, Printmaking, Screen Printing
Education
Suffolk University - Sawyer Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Massachusetts College of Art
Bachelor of Fine Arts (BFA), Printmaking
Gupta Media October 2015 - Present
Gupta Media September 2013 - September 2015
Mullen June 2013 - September 2013
Corey McPherson Nash January 2013 - May 2013
Godiva Chocolatier October 2011 - January 2013
Fidelity Investments June 2012 - August 2012
Skills
User Experience Design, Usability Testing, Adobe Creative Suite, Typography, InDesign, Illustrator, Photoshop, Graphic Design, Logo Design, Posters, Visual Communication, Concept Development, Photography, User Experience, Wireframes, Visual Design, Design Thinking, Illustration, Layout, Dreamweaver, Web Design, Flash
Education
Massachusetts College of Art 2009 — 2013
Bachelor of Fine Arts (BFA), Graphic Design, Senior
Gloucester High School 2005 — 2009
General Education
Xerox Business Services February 2013 - Present
NeuroTherm, Inc. 2011 - 2014
Stryker Biotech/Olympus Biotech 1999 - 2014
Fidelity Investments 2000 - 2013
Bose Corporation 2005 - 2011
Wright Line 1997 - 2000
Allmerica Financial 1992 - 1997
Skills
Graphics, Art, Layout, Graphic Design, Branding & Identity, Typography, Direct Mail, Mac, Corporate Branding, User Interface Design, Concept Development, Posters, Email Marketing, Dreamweaver, Web Design
Education
Lesley University College of Art and Design (formerly AIB) 1982 — 1985
Graphic Design and Communication
Massachusetts College of Art 1982 — 1984
Surface Design
Boston University October 2011 - Present
Fidelity Investments - Fidelity Employer Services Co September 2008 - December 2009
Kenexa February 2008 - August 2008
Fidelity Investments February 2004 - December 2007
Fidelity Investments February 1997 - January 2004
Fidelity Investments September 1994 - January 2003
Skills
SDLC, User Acceptance Testing, Software Quality..., Agile Methodologies, Microsoft SQL Server, .NET, Quality Center, Integration, Manual Testing, Quality Assurance, Test Management, Testing, Software Development, Oracle, Databases, Requirements Analysis
Education
Villanova University 2011 — 2011
Certificate, Sigma Green Belt
University of Massachusetts Boston 1986 — 1991
Bachelor of Science, Finance
Massachusetts Bay Community College 1983 — 1986
Associates, Business Administration
State of New Hampshire June 2013 - Present
Human Resource RX Programs for Business September 2009 - Present
State of New Hampshire October 2011 - May 2013
Fidelity Investments March 2006 - December 2008
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 1999 - 2000
Fidelity Investments 1998 - 1999
Fidelity Investments 1997 - 1998
Fidelity Investments 1996 - 1997
Skills
Agile Methodologies, Human Resources, Business Process..., Process Improvement, Cross-functional Team..., Business Analysis, Payroll, SharePoint, Software Documentation, Quality Assurance, Change Management, Management, Leadership, CRM, Training, Vendor Management, Customer Service
Education
Massachusetts College of Art and Design 1988 — 1992
BA, Advertising, Illustration, Design
Fresenius Medical Care August 2011 - Present
Fidelity Investments August 2011 - August 2011
Fidelity Investments December 2007 - March 2009
Fidelity Investments May 2006 - December 2007
Fidelity Investments November 1997 - May 2006
Kronos Inc 1996 - 1997
Stratus Computer 1989 - 1996
Skills
Disaster Recovery, IT Strategy, Risk Management, Team Leadership, Software Deployment, Budgets, Staff Management, Customer Service, SDLC, Vendor Management, Program Management, Requirements Analysis, Enterprise Architecture, IT Management, Integration, Agile Methodologies, Software Documentation, Software Project..., Change Management, Public Speaking, PMO, Quality Assurance, Business Analysis, Information Technology, Project Management, Process Improvement, Business Process, Project Portfolio..., Leadership, Management, Testing, Databases
Education
Wentworth Institute of Technology 2012 — 2015
Bachelor of Science (BS), Project Management
Franklin Institute Of Boston 1989 — 1991
AS, Computer Science
Massachusetts Bay Community College 1983 — 1986
AS, Criminal Justice
Aegis Housing Solutions January 2001 - Present
Massachusetts College of Art September 1997 - Present
http://www.lid.com 1993 - Present
Fidelity Investments January 2001 - June 2004
Granitar Corporation January 2000 - November 2000
Skills
Dreamweaver, Illustrator, Flash, Photoshop, Real Estate, Adobe Creative Suite, Graphic Design, Logo Design, Graphics, Illustration, InDesign, Web Design, Facebook, HTML, Print Production, Brochures
Education
Massachusetts College of Art and Design 1981 — 1985
Bachelor
Fidelity Investments October 2010 - February 2012
Judge Baker Children's Center (Harvard affiliated mental health research center) April 2007 - October 2010
Beth Israel Deaconess Medical Center June 2005 - March 2007
WGBH March 2004 - March 2005
Skills
Project Management, Dreamweaver, Graphic Design, Management, Direct Mail, Email Marketing, Marketing, User Experience, Illustrator, Direct Marketing, Adobe Creative Suite, InDesign, CSS, Microsoft Office, Product Management, Program Management, Client Service Oriented, HTML, Collateral Management, Marketing Operations, Photoshop, SharePoint, Aprimo, WordPress, CSS Sprites, Experienced Business..., Requirements Gathering, Business Requirements, Product Owner
Education
Harvard University, Extension School
BA, Harvard Extension School, Liberal Arts, Social Science/Psychology, cum laude
School of the Museum of Fine Arts
Certificate, Graphic Design/Web Design
National University of Ireland, Galway 2003 — 2003
Irish Studies
Massachusetts College of Art and Design
Painting
Trusteer (IBM Security) April 2015 - Present
Trusteer November 2012 - Present
Wolters Kluwer Financial Services September 2008 - November 2012
Fidelity Investments September 2005 - August 2008
Skills
Financial Services, Account Management, Business Analysis, Banking, Management Consulting, Mutual Funds, Forecasting, Salesforce.com, Financial Risk, Securities, Risk Management, Leadership, Business Development, Professional Services, Management, Strategic Partnerships, Analytics, New Business Development, Strategy, Solution Selling, Competitive Analysis, Relationship Management, Customer Service..., Analysis, Sales, SaaS
Education
Massachusetts College of Liberal Arts 2001 — 2005
Business Administration, Marketing
H & H Staging and Organization November 2008 - Present
Bottomline Technologies August 2012 - December 2012
Old Mutual January 2011 - February 2011
SellMyTimeshareNOW, LLC August 2008 - August 2010
Happy and Healthy Organization October 2006 - August 2008
Millennium Medical Communications July 2005 - October 2006
Foss Manufacturing Company LLC April 2002 - June 2005
Citizens Funds 2001 - 2002
Fidelity Investments 1988 - 1994
Skills
Start-ups, E-commerce, PPC, Team Building, Marketing, Selling, Recruiting, Management, Human Resources, Project Management, Customer Service, Event Planning, Leadership, Sales
Education
Massachusetts College of Liberal Arts 1983 — 1985
Business
North Andover High School 1978 — 1982
High School
Fidelity Investments June 2014 - Present
Capital Financial Group, LLC May 2009 - June 2014
MLO Appliances May 2008 - August 2008
Petters Group Worldwide 2008 - 2008
Scripps Networks 2008 - 2008
Education
Maryville College 2005 — 2009
BA, Business Management
Knoxville Catholic
Commonwealth Financial Network 2011 - Present
Fidelity Capital Markets 2008 - 2010
Fidelity Capital Markets 2006 - 2008
Fidelity Investments 2000 - 2006
Fidelity Investments 1999 - 2000
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
Prudential Securities 1992 - 1993
Skills
Series 7, Series 63, Trading, Equities, Options, Portfolio Management, Equity Trading, Bloomberg, Securities, Financial Risk, Financial Services
Education
Massachusetts College of Liberal Arts
Weatherbie Capital, LLC June 2010 - Present
LightKeeper Investments, LP June 2007 - June 2010
RiverSource 2005 - 2007
Fidelity Investments 1997 - 2005
MetLife Corporate Accounts 1993 - 1997
New England Financial 1988 - 1992
Boston Marketing Services Group 1985 - 1987
The Gillette Company 1982 - 1984
Skills
Alternative Investments
Education
Boston University School of Management 2003 — 2005
Master of Science (MS), Investment Management
Massachusetts College of Art
BA, Marketing and Design
bradhamdesign.com January 2000 - Present
Fidelity Investments 1995 - 2000
Cahill Dittrich Advertising 1992 - 1995
Hill Holliday 1990 - 1991
WBZ-TV Channel 4 1988 - 1989
Olive Jar Annimation 1987 - 1988
Education
Massachusetts College of Art and Design
BFA, Design
Smith & Nephew April 2012 - Present
CLA Medical December 2010 - September 2011
Northwestern Mutual December 2009 - December 2010
Fidelity Investments June 2005 - December 2009
Education
Northern Kentucky University 2005 — 2009
Bachelor, Marketing
Maryville College 2003 — 2004
Transfered, Sports Business
Forrester Research 2013 - Present
Forrester Research May 2010 - Present
Forrester Research 2005 - January 2010
ArcStream Solutions 2003 - 2005
Computer Network Technologies 2000 - 2003
Fidelity Investments 1998 - 2000
Keane, Inc 1987 - 1998
Skills
Market Research, Thought Leadership, SaaS, Salesforce.com, Cloud Computing, Competitive Analysis, Strategy, Analytics, Enterprise Software, CRM, Strategic Partnerships, Sales & Marketing..., Product Management, Sales Prospecting, Sales Management..., Account Management, Lead Generation, Solution Selling
Education
Massachusetts College of Liberal Arts
BS, Computer Science
Neutra Design August 2003 - Present
Jack Morton Worldwide 2007 - April 2012
DogWatch Hidden Fences August 2006 - October 2007
Boathouse 2005 - 2006
John Hancock Funds October 1999 - August 2003
Putnam Investments April 1996 - October 1999
Fidelity Investments July 1993 - April 1996
American Reportory Theatre September 1989 - June 1993
Boston Magazine May 1987 - January 1989
Skills
Corporate Identity, Advertising, Collateral Design, Art Direction, Print Collateral, Adobe Creative Suite, Creative Direction, Graphic Design, Annual Reports, InDesign, Illustrator, Photoshop, Logo Design, Brochures, Typography, Brand Development, Creative Development, Concept Development, Copywriting, Visual Communication, Writing, Email Marketing, Marketing Communications, Website Development, Graphics, Magazines, Web Design, Print Production, Direct Mail, Mac, Direct Marketing, Collateral, Layout, Art, Posters, Corporate Branding, Creative Strategy, Marketing, Catalogs, Interaction Design, Branding & Identity, Illustration
Education
Sea Education Association 1989 — 1989
C-104, martime studies, marine science, seamanship, sailing
Massachusetts College of Art 1983 — 1987
BFA, Design, with Departmental Honors
Wells Fargo April 2010 - April 2011
Fidelity Investments August 2008 - February 2009
Mercury Marketing LLC February 2005 - June 2008
Arnold Worldwide November 2004 - February 2005
Digitas August 2002 - November 2004
DMW Worldwide February 2002 - August 2002
PreVision Marketing December 1999 - February 2002
Skills
Direct Mail, Email Marketing, Advertising, Creative Development, Budgeting, Call Center, Customer Service, Customer Service..., Dispute Resolution, Project Manager, Direct Marketing, Budgets, Creative Direction, Call Centers, Account Management, Leadership, Management, Digital Marketing, Marketing, Project Management, Customer Satisfaction, Training, Sales
Education
Massachusetts College of Liberal Arts 1995 — 1999
BS, Business Administration and Management, General
MassArt's SF Print Lab and Equipment Cage September 2013 - Present
Fidelity Investments July 2014 - September 2014
Student Campus Center September 2013 - May 2014
Dairy Queen July 2007 - September 2013
MassArt Admissions Tour Guide September 2012 - March 2013
Boys and Girls Clubs of Metro-West June 2010 - September 2011
Skills
Graphic Design, User Experience, Illustrator, InDesign, Photoshop, Web Design, HTML, CSS, Fine Art, Animation, Adobe Creative Suite, Customer Service, Strategic Planning, Microsoft Office, Microsoft Word
Education
Massachusetts College of Art and Design 2010 — 2015
Bachelor's Degree, Graphic Design
Lifetime Brands September 2015 - Present
Massachusetts College of Art September 2013 - Present
Silly Sally's December 2011 - Present
Lifetime Brands July 2015 - September 2015
Fidelity Investments May 2014 - June 2015
Boston Youth Service Network March 2013 - May 2013
Massachusetts College of Art and Design March 2013 - May 2013
Skills
Web Design, User Experience Design, Adobe Creative Suite, Corporate Identity, Photoshop, Illustrator, InDesign, Typography, Premiere, Graphic Design, Microsoft Office, Presentation Design, Public Speaking, Administrative..., Final Cut Pro
Education
Massachusetts College of Art 2012 — 2016
Bachelor of Fine Arts (BFA), Graphic Design
Quincy High School 2008 — 2012
Diploma, Graphic Arts, Arts
Fidelity Investments June 2012 - Present
Skills
Customer Service, Microsoft Excel, Management, Leadership, PowerPoint, Strategic Planning, Project Management, Research, Public Speaking, Sales, Trading, Financial Analysis, Investments, Finance, Portfolio Management, Financial Services, Hold Series 7, Hold Series 63, Hold Series 66, Life Insurance
Education
Marshall University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics and Finance
Younique Products November 2014 - Present
Retail Toy Store August 2010 - Present
EMC June 1999 - September 2003
Fidelity Investments March 1997 - June 1999
Skills
Customer Service, Marketing Strategy, Merchandising, Retail, Sales, Strategic Planning, Sales Management, Social Media, Social Networking, Marketing, Product Development, New Business Development
Education
Massachusetts College of Liberal Arts
History
WPI
Oracle Development
Encore Revolution January 2014 - Present
Willis-Works Communications April 2004 - Present
Gen-Sights January 2010 - May 2015
Fidelity Investments 2000 - 2002
Lotus Development 1993 - 2000
Ingalls, Quinn & Johnson/Cipolla Group 1991 - 1992
Devine & Pearson Advertising 1986 - 1990
Robinson Associates 1983 - 1986
Skills
Brand Development, Brand Communication, Client Relationship..., Marketing Communications, Advertising, Web Design, Graphic Design, Business Networking, Photoshop, QuarkXPress, InDesign, Illustrator, Integrated Marketing, Creative Direction, CRM, User Interface Design, Brand Management, Logo Design, B2B, Marketing Strategy, Social Media Marketing, Email Marketing, Corporate Branding, Packaging, Creative Strategy, New Business Development, Art Direction, Marketing, Brochures, Direct Mail
Education
Massachusetts College of Art and Design 1976 — 1980
BFA, Advertising & Design
Fontbonne Academy
New York Presbyterian Hospital May 2014 - Present
Avon August 2013 - May 2014
Avon August 2011 - August 2013
Liberty Mutual October 2008 - July 2011
Fidelity Investments November 2005 - April 2008
Revlon April 2003 - July 2005
Alcatel (Newbridge) May 1998 - July 2001
Cabletron Systems 1994 - 1998
Skills
Instructional Design, E-Learning, Needs Analysis, Coaching, Leadership Development, ADDIE, Instructor-led Training, Organizational..., Blended Learning, Change Management, Training, Talent Management, Performance Management, Project Management, Performance Consulting, Employee Training, Distance Learning, Hands-on Training, Curriculum Design, Training Delivery, Training Facilitation, Job Aids, Organizational Learning, Technical Training, Organizational..., Leadership, Job Coaching, Learning Management..., Adult Education, Captivate, Management, Vendor Management
Education
Fielding Graduate University 2011 — 2015
Doctor of Philosophy (Ph.D.), Human and Organizational Sciences
Fielding Graduate University 2011 — 2013
Master of Arts (M.A.), Human and Organization Systems
New York University 2005 — 2007
M.S., ISD
Marymount University 1998 — 2001
MBA, Instructional Systems
Instituto Tecnológico y de Estudios Superiores de Monterrey 1989 — 1993
Bachelor of Science (BS), Management Information Systems and Services
StrataDx - Strata Pathology Services Inc. 2014 - Present
Warner Chilcott 2013 - 2014
New England Title 2012 - 2014
Medical Sales Management 2008 - 2012
HomeQuest Mortgage 2005 - 2008
H&R Block Mortgage 2004 - 2005
Fidelity Investments 1998 - 2004
Skills
Selling, Sales Process, Account Management, Sales, Mortgage Lending, Sales Management, Sales Presentations, Cold Calling, New Business Development, Direct Sales, Team Building, Management, Lead Generation, Sales Operations, Salesforce.com
Education
Massachusetts College of Liberal Arts
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments November 2012 - Present
Fidelity Investments May 2005 - Present
Fleet Bank September 2001 - May 2005
Bank of America 2001 - 2005
Skills
Banking, Securities, Treasury Management, Management, Account Reconciliation, Mutual Funds, Investments
Education
Massachusetts College of Liberal Arts 1975 — 1975
Fidelity Investments May 2012 - Present
Fidelity Investments January 2011 - May 2012
Fidelity Investments November 2010 - December 2010
HealthTalker March 2010 - October 2010
The Career Institute of American International College August 2009 - March 2010
Re:Vision January 1997 - February 2010
Monitor Company 1996 - 1997
The City Shopper 1995 - 1996
Skills
Digital Strategy, Marketing Strategy, User Experience, User Interface Design, Team Management, Creative Direction, Email Marketing, Web Design, Social Media Marketing, Information Architecture, Program Management, Word Of Mouth Marketing, SEO, Graphic Design, Logo Design, Branding & Identity, Marketing, Brochures, Social Media, Advertising, Flash, Annual Reports, User Experience Design, Content Strategy, HTML, CSS, JavaScript, jQuery, Digital Copywriting, Graphics, Posters, Multimedia, Management, Copywriting, Strategy, Collaboration
Education
Massachusetts College of Art 1992 — 1996
Bachelor of Fine Arts, Graphic Design
The Art Institute of Boston 1991 — 1992
Illustration, Design
Pine Bush High School 1988 — 1991
jbishopdesign 2008 - Present
Carter Halliday Associates, LLC 1999 - 2008
Central Office of Information, London 1996 - 1999
Fidelity Investments 1991 - 1996
Crosfield Lightspeed February 1990 - September 1991
Skills
Booklets, Stationery, Typography, Identities, Art Direction, Creative Direction, Graphic Design, Creative Strategy, Graphics, Layout, Web Design, Illustrator, InDesign, Corporate Identity, Adobe Creative Suite
Education
Massachusetts College of Art and Design
BFA, with a concentration in graphic design
Fidelity Investments May 2015 - Present
Fidelity Investments May 2001 - May 2015
AllPoints Systems Inc. 2000 - 2001
Advantage Funding Group 1996 - 2000
Skills
Financial Services, Business Analysis, Change Management, Disaster Recovery, Equities, ITIL, Market Data, Mutual Funds, Process Improvement, Technology Management, IT Strategy, Portfolio Management, Program Management, Project Management, Relationship Management, Requirements Analysis, Risk Management, Vendor Management, SDLC, Software Project..., Visio
Education
Massachusetts College of Liberal Arts
Marketing and Management
Fidelity Investments May 2014 - Present
Lifetime Brands May 2013 - May 2014
Shaw Farm April 2009 - August 2013
rebecca's cafe October 2011 - May 2012
Skills
Adobe Creative Suite, Packaging, Graphic Design, Concept Development, Illustration, Illustrator, Wacom Tablet, Painting, Customer Service, Product Development, Creative Problem Solving, Photoshop, Web Design, JavaScript, HTML, InDesign, CSS3, jQuery, Food Service, CSS, HTML5, Typography, User Experience, HTML 5, Information Architecture, User Interface Design, Agile Methodologies
Education
Massachusetts College of Art 2011 — 2015
Bachelor of Fine Arts (BFA), Graphic Design
Omgeo July 2013 - Present
Fidelity Investments January 2011 - February 2012
Fidelity Investments July 2007 - January 2011
Fidelity Investments January 2005 - July 2007
Manulife Financial 2004 - 2004
Fidelity Investments 2001 - 2004
Sybase 2000 - 2001
Private Healthcare Systems 1998 - 1999
John Hancock 1998 - 1999
Fidelity Investments 1996 - 1998
Skills
Databases, Web Services, Java, Requirements Gathering, Systems Analysis, Requirements Analysis, SQL, SDLC, Oracle, Management, Data Warehousing, Agile Methodologies, Business Analysis, Software Project..., JavaScript, PL/SQL, ETL, Microsoft SQL Server, Solution Architecture, Analysis, Sybase, Linux, Database Design, Business Intelligence, Integration, Visio, SharePoint, Unix, Software Development, Perl, Project Management
Education
Massachusetts Institute of Technology 1988 — 1992
Citi April 2013 - Present
Citi May 2010 - April 2013
Comcast June 2008 - June 2010
Citigroup December 2007 - June 2008
PHH Corporation February 2007 - December 2007
W.A. Wilde September 2006 - February 2007
Fidelity Investments August 2003 - June 2006
HP 2001 - 2001
Skills
Process Improvement, Vendor Management, Project Portfolio..., Software Project..., Requirements Analysis, Business Process..., Business Analysis, Project Management, Visio, Analysis, Agile Methodologies, Integration, Management, Program Management, Product Management, Financial Services, SQL, SDLC, Cross-functional Team...
Education
Marywood University 1999 — 2002
Linedata Services September 2008 - Present
Fidelity Investments April 2007 - June 2008
John Hancock 2005 - 2007
Investors bank & Trust January 1998 - November 2005
Skills
Business Analysis, MS Project, Product Management, Change Management, SDLC, Software Project..., Agile Methodologies, Fixed Income, Requirements Analysis, Business Requirements, Scrum, Equities, Financial Services
Education
Massachusetts College of Liberal Arts 1991 — 1995
Bachelor of Science, Business Management
Citizens Bank February 2014 - Present
Citizens Financial Group / RBS Americas March 2011 - February 2014
Bank of America November 2009 - March 2011
Bank of America June 2009 - April 2010
Axis Technology, LLC May 2009 - June 2009
First Marblehead Corporation August 2007 - November 2008
Bank of America April 2004 - August 2007
FleetBoston December 1996 - April 2004
EDS - Waltham 1995 - December 1996
Fidelity Investments 1990 - 1995
Skills
Cross-functional Team..., Vendor Management, Information Security, Security Architecture..., Security Management, Business Continuity, Risk Management, Project Management, Computer Forensics, Financial Risk, Incident Management, Security, CISSP, Information Security..., Disaster Recovery, Integration, IT Audit, SDLC, Information Technology, CISA, PCI DSS, Outsourcing, Vulnerability Management, Vulnerability Assessment, Governance, GLBA, Identity Management, ISO 27001, CISM, Business Continuity..., Security Awareness, Enterprise Risk...
Education
Massachusetts College of Liberal Arts 1974 — 1978
Fidelity Investments 2007 - Present
Fidelity Investments August 2003 - December 2007
Fidelity Investments 2001 - 2003
Education
Massachusetts Bay Community College 1989 — 1991
Boston Financial Data Services May 2014 - Present
Boston Financial Data Services October 2011 - May 2014
Boston Financial Data Services September 2008 - May 2014
Boston Financial Data Services July 2007 - September 2008
Boston Financial Data Services January 2007 - July 2007
Boston Financial Data Services May 2005 - January 2007
Fidelity Investments 2000 - 2005
Fidelity Investments 1997 - 2000
Skills
Management, Leadership, Training, Cross-functional Team..., Customer Service, Customer Satisfaction, Series 63, Budgets, Mutual Funds, Financial Services, Relationship Management, 401k, Project Management, Retirement, Process Improvement, CRM
Education
Massachusetts Bay Community College 1994 — 1997
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Fidelity Investments October 2011 - Present
Fidelity Investments November 2005 - October 2011
PFPC 2003 - 2005
Skills
Financial Services, Mutual Funds, Relationship Management, Series 63, Investments, Segmentation, Analytics, Asset Management, Series 7, Portfolio Management, Competitive Analysis, Financial Modeling, Securities, Vendor Management, Strategy, Hedge Funds, Business Analysis, Marketing Strategy, Salesforce.com, Strategic Planning
Education
Massachusetts College of Liberal Arts 1995 — 1999
BS, Business Administration - Marketing
Fidelity Investments October 2011 - Present
Ropes & Gray LLP March 2006 - September 2011
NLG 2004 - 2006
General Mills 1999 - 2003
Pratt & Whitney 1996 - 1999
Skills
Management, Hiring, Organizational..., Talent Management, Human Resources, Team Building, Employee Relations, Personnel Management, Recruiting, Performance Management, Onboarding, Employee Engagement, Succession Planning, Workforce Planning
Education
University of Illinois at Urbana-Champaign 1995 — 1996
MS in IR/HR, Human resources
Massachusetts College of Liberal Arts 1987 — 1991
Bachelor of Arts (BA), Psychology
Mount Saint Joseph Acd. 1983 — 1987
Hill Holliday 2007 - Present
Hill Holliday Advertising 2007 - Present
Fidelity Communications + Advertising 2003 - 2007
Fidelity Investments 2003 - 2007
W.E. Andrews Company, Inc. 1999 - 2003
RR Donnelley 1994 - 2003
Skills
Direct Marketing, Integrated Marketing, Pre-press, Project Management, Direct Mail, Mac, Outdoor Advertising, Email Marketing, Advertising, Creative Direction, Creative Strategy, Interactive Marketing, Collateral, Art Direction, Interactive Advertising, Brochures, Corporate Branding
Education
Apeiron Photography Workshop with Paul Caponigro 1975 — 1975
Massachusetts College of Art 1966 — 1969
Bachelor of Fine Arts (BFA), Graphic Design
Massachusetts College of Art
Bachelor of Fine Arts (BFA), Graphic Design
Fidelity Investments 1999 - Present
Fidelity Investments 1999 - 2009
Fleet Financial Group 1991 - 1999
Skills
Vendor Management, Disaster Recovery, Information Security, Financial Services, Mutual Funds, Security, Risk Management, IT Risk Management, Business Continuity, Data Center, IT Audit, IT Management, IT Strategy, ITIL, Information Security..., SDLC
Education
Massachusetts College of Liberal Arts 1979 — 1983
BS, Accounting
EPOCH Senior Living March 2014 - Present
EPOCH Senior Living April 2012 - Present
Benchmark Senior Living December 2010 - June 2012
Mercer HR Services Outsourcing June 2010 - January 2011
Fidelity Investments, Benefits Consulting January 2008 - September 2009
iBasis February 2007 - August 2007
Fidelity Investments January 1998 - February 2007
Skills
Human Resources, Employee Relations, Recruiting, Onboarding, Management, HRIS, Employee Benefits, Benefits Administration, Leadership, Payroll, Customer Service, Budgets, Deferred Compensation, Talent Acquisition
Education
Massachusetts College of Liberal Arts
Bachelor of Science (B.S.), Business Administration and Management, General
The Learning Center for the Deaf September 2012 - Present
Massachusetts Commission for the Deaf and Hard of Hearing 2011 - Present
Fidelity Investments September 2006 - Present
Education
Northern Essex Community College 2011 — 2013
Cert, Deaf Studies: ASL Interpreting
Massachusetts College of Art 1998 — 2002
BFA, Photography
Boston Lyric Opera March 2013 - Present
Boston Lyric Opera May 2009 - Present
Boston Lyric Opera November 2008 - April 2009
Boston Lyric Opera July 2007 - October 2008
Fidelity Investments 2004 - 2007
Various 1995 - 2007
Skills
Singing, Theatre, Arts Administration, Event Planning, Performing Arts, Acting, Event Management, Teaching, Fundraising, Philanthropy, Grant Writing, Non-profits, Nonprofits, Volunteer Management
Education
Marywood University
Bachelor of Arts (B.A.), Communication Arts
Fidelity Investments September 2003 - Present
Filene's March 1995 - June 2003
FAO Schwarz June 1991 - January 1994
Skills
Microsoft Excel, Business Analysis, Financial Services, Relationship Management, Vendor Management, Investments, Customer Service, Account Management, Employee Benefits, Project Management, Process Improvement, Analysis, Recruiting, Performance Management, Leadership, Team Building
Education
Katherine Gibbs School, Boston, MA 1986 — 1991
Certfication
Massachusetts College of Liberal Arts 1986 — 1991
Boston Technical High 1982 — 1986
Fidelity Investments May 2011 - Present
State Street July 2007 - February 2009
Investors Bank & Trust January 2006 - July 2007
Investors Bank & Trust Company August 1994 - January 2006
State Street January 1984 - January 1994
Skills
Fund Accounting, Mutual Funds, Fund Administration, Alternative Investments, Derivatives, Equities, Financial Services, Hedge Funds, Investments, Private Equity, Accounting, Corporate Actions, Bloomberg, Due Diligence, Finance, Trading
Education
Massachusetts College of Liberal Arts 1980 — 1983
BS BA, Accoutning
State Street March 2008 - Present
Fidelity Investments 1996 - 2008
Education
Suffolk University - Sawyer Business School 1999 — 2003
MASTERS, FINANCE
Massachusetts College of Liberal Arts 1989 — 1993
BA, ENGLISH
Specctr App August 2011 - Present
Blume Studio March 2008 - Present
Sosolimited October 2011 - October 2012
Massachusetts College of Art July 2012 - August 2012
Fidelity Investments May 2009 - June 2011
LTGO October 2008 - May 2009
Design Continuum February 2008 - June 2008
Ronn Campisi Design September 2007 - December 2007
mediumbold June 2007 - August 2007
Skills
Typography, Interaction Design, Information Design, Visual Communication, Art Direction, CSS3, Web Design, Graphic Design, User Experience, Graphics, Illustrator, Illustration, User Interface Design, User Experience Design, Photoshop, Adobe Fireworks, Layout, Flash, Packaging, CSS, Corporate Identity, Art, Image Manipulation, Branding & Identity, Experience Design, Product Design, Logo Design, Collateral, Adobe Creative Suite, Brochures, Creative Direction, Information Architecture
Education
Massachusetts College of Art and Design 2002 — 2008
BA, Graphic Design
Fidelity Investments June 1995 - Present
Digital Equipment Corporation November 1983 - June 1995
Skills
Systems Analysis, Vendor Management, COBOL, Business Analysis, Project Portfolio..., Program Management, SDLC, Financial Services, Requirements Analysis, Project Management, Software Project..., Software Development, Requirements Gathering, Process Improvement, Agile Methodologies, Visio, Integration, IT Strategy
Education
Massachusetts College of Liberal Arts 1979 — 1983
Bachelors, Business Management
Long Term Care Partners March 2009 - Present
Fidelity Investments April 2005 - December 2008
Fidelity Investments September 2003 - March 2005
Fidelity Investments February 2001 - August 2003
Fidelity Investments April 1999 - January 2001
Matthew Thornton Health Plan acquired by Blue Cross Blue Sheild September 1997 - March 1999
Matthew Thornton Health Plan August 1995 - August 1997
Matthew Thornton Health Care April 1993 - July 1995
Skills
Process Improvement, SDLC, Business Analysis, Project Management, Software Documentation, CRM, Employee Benefits, Management, Cross-functional Team..., Vendor Management, Risk Management, Outsourcing, Requirements Analysis, Program Management, Leadership, Analysis, Data Analysis
Education
Massachusetts College of Liberal Arts 1979 — 1983
BS, Marketing
Fidelity Investments March 2008 - November 2008
Fidelity Investments 1999 - 2008
Education
Massachusetts College of Liberal Arts 1982 — 1986
BA, English - Journalism - Psychology
The Lynch Foundation and Family Office 2000 - Present
Fidelity Investments January 1996 - August 2000
Education
Massachusetts College of Liberal Arts 1978 — 1982
BS, Business Administration
Jones Lang Lasalle May 2014 - Present
Integrated Builders April 2012 - Present
Looking for employment in construction & facilities May 2010 - May 2010
Fidelity Investments October 2009 - April 2010
Skills
Project Management, Construction Management, Construction, Project Estimation, Pre-construction, Value Engineering, Contract Management, Contract Negotiation
Education
Massachusetts College of Liberal Arts 1967 — 1971
BSE, Education
Multicultural Home Care June 2015 - Present
Senior Whole Health June 2013 - May 2015
Fidelity Investments January 2006 - February 2009
Fidelity Investments January 2005 - January 2006
Aspen Technology December 1999 - December 2002
Integrated Dynamics Engineering April 1998 - April 1999
Education
Massachusetts College of Pharmacy and Health Sciences 2010 — 2011
BSN, NURSING
Tufts University 1993 — 1997
BSME, Mechanical Engineering
Fidelity Investments ACD/CDHolland Mark Advertising1996 - 2001
Hill Holliday 1990 - 1996
Skills
Integrated Marketing, Advertising, Logo Design, Creative Direction, Digital Marketing, Direct Marketing, Email Marketing, Adobe Creative Suite, Art Direction, Creative Strategy, Direct Mail, Marketing Communications
Education
Massachusetts College of Art and Design
BFA, Graphic Design
Keane January 2007 - August 2008
Self Employed March 2001 - November 2006
Unisys September 1998 - September 2000
John Hancock January 1998 - August 1998
Fidelity Investments July 1997 - December 1997
Cabot Corporation February 1993 - March 1997
Education
Northeastern University 1980 — 1986
BS, Finance
Massachusetts Bay Community College 1979 — 1981
AS, Business Administration
Mercer August 2010 - Present
Fidelity Investments April 2006 - 2009
Fidelity Investments December 1999 - August 2008
Fidelity Investments June 2005 - May 2006
Fidelity Investments February 2004 - May 2005
Fidelity Investments January 2000 - June 2004
Fidelity January 1999 - January 2000
PeopleSoft September 1998 - November 1999
GENERAL DYNAMICS (formerly GENERAL ELECTRIC) July 1993 - September 1998
Elder Services of Berkshire County June 1986 - July 1993
Education
Massachusetts College of Liberal Arts 1982 — 1986
BS, Business Administration
Fidelity Investments November 2014 - Present
Sun Life Financial October 2009 - October 2014
Fidelity Investments July 2004 - February 2009
Fidelity Investments July 1997 - July 2004
Fidelity Investments July 1993 - July 1997
Skills
Adobe Creative Suite, Flash, Marketing Strategy, After Effects, Adobe Premiere, Video Editing, Video Production, Sound Editing, Photoshop, Animation, Premiere, Illustrator, Graphic Design, Layout, Graphics
Education
Massachusetts College of Art and Design 1980 — 1984
BFA, Illustration, Graphic Design
New England School of Art and Design 1980 — 1984
Continuing Education Program, Multimedia, Online Media
Fidelity Investments 2007 - Present
Fidelity Investments 2007 - Present
Skills
Technical Writing, Software Documentation
Education
Marymount University
Fidelity Investments May 2015 - Present
Fidelity Investments June 2010 - May 2015
Skills
Typography, Adobe Creative Suite, Logo Design, Layout, InDesign, Illustrator, Corporate Identity, Photoshop, Visual Communication, Art Direction, Graphic Design, Graphics, Branding & Identity, Illustration
Education
Massachusetts College of Art 2005 — 2009
BFA, Graphic Design
Ipswich High School 2001 — 2005
North Middlesex Regional School District 2010 - Present
DISTRICT INDIAN RIVER COUNTY August 2006 - December 2009
Fidelity Investments March 2004 - June 2006
Fidelity Investments June 1997 - December 2002
CSC Consulting October 1996 - June 1997
POLAROID CORPORATION January 1975 - September 1996
Skills
Visio, Human Resources, PowerPoint, Travel Arrangements, Expense Management, Calendaring, Security, Employee Benefits, Benefits Administration, Trade Shows, Employee Relations, HRIS
Education
Massachusetts Bay Community College 1969 — 1971
Associates, Business
Fidelity Investments March 1996 - Present
Fidelity Investments March 1994 - 1996
Epsilon January 1990 - March 1994
Frelance Graphic Designer 1989 - 1990
Abraham & Abraham Adverting 1987 - 1989
Skills
Adobe Creative Suite, InDesign, Layout, Direct Mail, Interaction Design, Art Direction, Adobe Acrobat, User Interface Design, Creative Direction, User Experience, QuarkXPress, Corporate Branding, Flash, Corporate Identity, Information Architecture, Email Marketing, Advertising
Education
Massachusetts College of Art
Bachelor of Arts (B.A.), Graphic Design
S. M. Wilson & Co. November 2014 - Present
Fidelity Investments February 2014 - October 2014
SET Environmental, Inc. October 2011 - November 2013
PayneCrest Electric April 2006 - June 2011
Skills
Account Reconciliation, Accounting, Accounts Receivable, Finance, General Ledger, Financial Analysis, Microsoft Excel, Contract Management, Time Management
Education
Maryville University of Saint Louis 1999 — 2003
Bachelor's degree, Accounting and Finance
Fidelity Investments July 2014 - Present
Skills
Logo Design, Typography, Graphic Design, Posters, Illustrator, Layout, Brochures, InDesign, Corporate Identity, Illustration, Business Cards, Adobe Creative Suite, Graphics, Flyers, Photoshop, Web Design, Image Manipulation, Dreamweaver
Education
Massachusetts College of Art and Design 2010 — 2010
Graphic Design Course
Osmania University 1996 — 1999
Master of Computer Applications (MCA)
Fidelity Investments 2007 - Present
Skills
Microsoft Excel, Customer Service, Process Improvement, Leadership, Microsoft Office, Team Building, Analysis, Microsoft Word, Financial Analysis, Risk Management
Education
Webster University 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Maryville University of Saint Louis 1986 — 1988
BS, Management
PIMCO December 2012 - Present
BlackRock, Inc. May 2006 - December 2012
Barclays Global Investors May 2006 - December 2009
BISYS Fund Services April 1999 - May 2006
Loomis, Sayles & Company March 1997 - April 1999
Fidelity Investments March 1995 - March 1997
Scudder Investments September 1990 - March 1995
Durgan Group Travle/Crimson Travel 1990 - 1991
Skills
FINRA, Mutual Funds, AML, Securities, Hedge Funds, Alternative Investments, Asset Managment, Securities Regulation, SEC, Equities, Series 7, Investment Advisory, Series 24, Fixed Income, ETFs, Asset Management, Derivatives, Financial Regulation, Financial Risk, Financial Services, Investment Banking, Investment Management, Investments, Mergers, Operational Risk..., Portfolio Management, Risk Management, Series 63, Trading
Education
Suffolk University - Sawyer School of Management 1992 — 1996
Management
Massachusetts College of Liberal Arts 1986 — 1990
Bachelor of Arts, English/Public Relations
Morrison School
Fidelity Investments July 2009 - Present
Education
Massachusetts College of Art
BFA, Graphic Design
Towers Watson March 2009 - Present
Fidelity Investments March 2007 - February 2009
Watson Wyatt August 1999 - March 2007
3M June 1981 - June 1999
Education
Massachusetts Bay Community College 1977 — 1979
Associate's degree, Legal Assistant/Paralegal
Kronos 2006 - Present
The TJX Companies, Inc. July 2001 - July 2006
Fidelity Investments September 2000 - June 2001
BBK Worldwide June 1996 - July 2000
Education
Massachusetts College of Art and Design
Bachelor's Degree, Graphic Design
Roger Williams University
Associates Degree - Engineering Technology
Fidelity Investments July 2007 - January 2015
Education
Massachusetts Bay Community College 1986 — 1988
Associate's degree, Business Administration and Management, General
Fidelity Investments 2013 - Present
Raytheon - Integrated Defense Systems 2008 - 2013
Fidelity Investments 2000 - 2008
Oxford Health Plans 1994 - 1999
Education
Massachusetts College of Liberal Arts
Bachelor of Arts (B.A.), Psychology
New Hampshire College
Master of Education (M.Ed.)
Fidelity Investments March 2001 - Present
Prudential Securities May 1994 - March 2001
Education
Marymount College, Tarrytown 1992 — 1993
English and Elementary Education
Marymount Manhattan College
Bachelor of Arts (BA), Political Science
Condall Consulting Group, LLC March 2011 - March 2015
The Extra Mile, SE May 2001 - May 2008
Fidelity Investments May 1993 - June 1995
American Nursing, Inc. November 1991 - April 1993
Skills
QuickBooks, Microsoft Office, Office Administration, Administration, Coaching, Training, Policies and Procedures, Human Resources, Marketing Strategy
Education
Mary Baldwin College 1987 — 1991
Bachelor's Degree, Business Administration and Management, General, 2.97
Ursuline Academy 1980 — 1987
High School, College Prep, 3.01