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.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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Fidelity Investments Employees
University of New Mexico August 2015 - Present
Deloitte June 2015 - August 2015
EKS&H January 2015 - April 2015
Tutor February 2012 - January 2015
Gap Inc. September 2014 - December 2014
REDW June 2014 - September 2014
REDW September 2013 - May 2014
Fidelity Investments June 2013 - September 2013
REDW February 2013 - May 2013
Hollister Co. May 2008 - December 2012
Skills
Tutoring, Microsoft Excel, Customer Service, Microsoft Office, Calculations, Pension Systems, Multi-line Phone, Mail Sorting, Administrative..., Office Administration, Financial Accounting, Cost Accounting, Financial Statements, Finance, Human Resources, Accounting, Leadership, Auditing, Public Speaking, Financial Reporting, PowerPoint, Microsoft Word, Teamwork, Financial Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management 2012 — 2014
Bachelor of Business Administration (BBA), Accounting, 3.73
New Mexico State University 2009 — 2011
BBA- Accountancy, Accountancy
Fidelity Investments July 2013 - Present
Fidelity Investments January 2012 - June 2013
Fidelity Investments July 2010 - December 2011
The University of North Carolina July 2008 - May 2010
US Army May 2003 - July 2008
Skills
Cross-functional Team..., Program Management, Financial Modeling, Military, Leadership, Strategic Planning, Project Management, Risk Management, Team Leadership, Financial Analysis, Analysis, Government, Strategy, Sales, Management
Education
New York University 2014 — 2015
Certificate in Financial Planning
United States Military Academy at West Point 1999 — 2003
BS, Economics
University of North Carolina at Chapel Hill 2008 — 2010
MBA, Management and Marketing
Fidelity Investments July 2014 - Present
Enterprise Rent-a-Car July 2008 - July 2014
Skills
Customer Service, Training
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Global Management
New Mexico State University 1999 — 2004
Bachelor's degree, International Business
Deutsche Bank October 2014 - Present
Fidelity Investments September 2012 - October 2014
American Water February 2012 - August 2012
Motorola Mobility August 2011 - December 2011
Cognizant Technology Solutions August 2011 - December 2011
Skills
Java, J2EE 1.4, Spring, Hibernate, JSP, CSS, JavaScript, Struts, Agile Methodologies, Oracle SQL, GIMP, RTC, Maven, Eclipse, Log4j, HTML, XML, Oracle, iBatis, Tomcat, WebSphere Application..., Build Forge, JUnit, Java Enterprise Edition, EJB, Spring Framework
Education
NYIT 2008 — 2009
Master's degree, Computer Science
Birla Vishvakarma Mahavidyalaya
Bachelor's degree, Information Technology
University of New Mexico July 2009 - Present
Dream House Enterprises March 2002 - Present
Universal Hospital Services May 2012 - November 2013
Fidelity Investments September 2011 - December 2011
City of Albuquerque March 2009 - September 2011
Systems Technologies Incorporated March 2002 - July 2009
Buffalo Thunder Casino and Resort December 2006 - June 2009
Kitchen Designers Incorporated August 2005 - November 2006
Client Logic May 2002 - May 2004
account, never breaching information security. December 1998 - March 2002
Skills
Behavioral Targeting, Visual Awareness, Body Language, Body Massage, Close Attention to..., Time & Attendance, Performance Attribution, Customer Service, Compliance, Coordination, Internal Communications, Food & Beverage, Documentaries, Employee Benefits, Environmental Awareness, Hospitality Industry, HIPAA, 10 Key, Microsoft Office, Social Media, Networking, Quality Assurance, Quality Control, Restaurants, Disaster Recovery, Sports, Warehousing, YouTube
Education
New Mexico Highlands University 1985 — 1986
N/A, Volcanology/Paleantology, 3.0
The University of New Mexico 1983 — 1985
N/A, Architectural Engineering, 2.5
Carly Gillis Photography 2013 - Present
Prospectiv June 2008 - January 2010
Ovid Technologies March 2005 - June 2008
Fidelity Investments September 2000 - March 2005
Skills
Photography, Digital Photography, Architectural..., Wedding Photography, Event Photography, Portrait Photography, Social Media, Online Advertising, Account Management, Marketing, Sales, Business Development, Customer Service
Education
New England School of Photography 2010 — 2012
Advertising and Architecture
University of Massachusetts, Amherst 1997 — 2001
BA, Psychology
Universidad de Salamanca 2000 — 2000
Spanish
Fidelity Investments May 2015 - Present
Veritude at Fidelity March 2013 - May 2015
Mediant Communications September 2011 - March 2013
Mediant Communications October 2008 - September 2011
UBS Wealth Management January 2006 - October 2007
UBS Wealth Management January 2004 - January 2006
UBS Wealth Management January 2002 - January 2004
Paine Webber January 1999 - January 2002
Fiserv January 1998 - January 1999
National Decision Systems 1991 - 1998
Skills
Vendor Management, Visio, Financial Services, Requirements Gathering, SQL, Systems Analysis, Management, Business Requirements, Integration, Analysis, Project Management, Process Improvement, Requirements Analysis, Business Analysis, SDLC, Strategy
Education
New York University
Bachelor of Science (BS)
Pace University - Lubin School of Business
M.B.A
BMI Elite February 2015 - Present
Capital Guardian LLC 2013 - 2014
The PrinceRidge Group November 2011 - October 2013
Southpaw Sports Bar 2008 - 2010
Fidelity Investments 1998 - 2003
Skills
Capital Markets, Asset Management, Investments, Fixed Income, ABS, Equities, CMBS, Bloomberg, CDO, Sales, Residential Mortgages, Financial Modeling, Valuation, Leadership, Marketing, Microsoft Excel, Financial Analysis, Finance, Financial Reporting, PowerPoint, Corporate Finance, Microsoft Office, Underwriting, Direct Sales, Accounting, Digital Marketing, Data-driven Marketing, Email Marketing, Marketing Strategy, Management, Social Media Marketing, Advertising, Online Marketing, Online Advertising
Education
New York University 2002 — 2005
Master of Business Administration (MBA), Finance, General
Villanova University 1992 — 1996
Bachelor of Science (BS), Finance, General
Fidelity Investments December 2014 - Present
Tata Consultancy Services September 2006 - December 2014
AIG September 2006 - December 2014
Skills
Oracle, PL/SQL, Requirements Analysis, SDLC, SQL, Unix, Microsoft SQL Server, Java Enterprise Edition, Software Project..., Data Warehousing, DataPower, Datastage 8.1, Systems Analysis, System Architecture, Property & Casualty..., Insurance Brokerage, DB2, IBM Mainframe, Requirements Gathering, WebSphere Application..., Data Analysis, ETL, Agile Methodologies, IT Strategy, Project Management, Database Design, Integration, SOA, Data Modeling, Data Migration, Data Mapping, Commercial Insurance, PMO, Management, Testing, Web Services, MySQL, Java, Business Analysis, Microsoft Office, Visio, Casualty Insurance, Brokerage, Brokers, Policy, Underwriting, Claims Management, Process Improvement, Business Process, Analysis
Education
New Jersey Institute of Technology 2013 — 2014
Master's in Information Systems Management, Management Information Systems
Rajagiri School of Engineering & Technology, India
Bachelor of Technology (B.Tech.), Electronics and Communications Engineering
Fidelity Investments February 2015 - Present
Bank of America July 2014 - November 2014
New Mexico State University October 2013 - May 2014
Pi Beta Phi Fraternity November 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Mac OS, Windows 7, Windows Vista, Windows 8, Merlin
Education
New Mexico State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
La Cueva High School 2006 — 2010
Diploma
Fidelity Investments August 2015 - Present
Fidelity Investments October 2014 - August 2015
Fidelity Investments May 2014 - September 2014
Fidelity Investments June 2013 - May 2014
Taxation and Revenue Department May 2012 - August 2012
Associated Students of New Mexico State University August 2010 - May 2011
Bank 34 January 2008 - May 2011
Associated Students of New Mexico State University August 2009 - May 2010
Skills
Econometrics, Economics, Macroeconomics, Microeconomics, Statistics, R, SPSS, Quantitative Analytics, SAS, Matlab, Research, Data Analysis, Mathematica, Statistical Modeling, Qualitative Research, Political Economy, International Political..., International Economics, State Government, Financial Analysis, Financial Modeling, Tax Analysis, Credit Analysis, Credit Risk, Investments, Customer Service, Leadership, Microsoft Excel, Public Speaking
Education
New Mexico State University 2011 — 2012
Master of Arts (M.A.), Economics, 4.0
New Mexico State University 2006 — 2011
B.B.A., Economics, 3.6
New Mexico State University 2006 — 2011
B.B.A., Finance, 3.6
Morgan Stanley August 2015 - Present
Fidelity Investments January 2013 - Present
Fidelity Investments July 2010 - December 2012
Fidelity Investments July 2008 - June 2010
Fidelity Investments July 2007 - June 2008
Fidelity Investments October 2006 - June 2007
UBS January 2005 - October 2006
Skills
Vendor Management, Business Analysis, Financial Services, Requirements Analysis, Project Management, Business Process..., Program Management, Process Improvement, SDLC, Integration, Business Strategy, IT Strategy, Leadership, Cross-functional Team..., Analysis, CRM, Business Process, Software Project..., Relationship Management, Risk Management, Business Intelligence, Project Portfolio..., Requirements Gathering
Education
New Jersey City University
B.S. in Business Marketing
Rutgers University-New Brunswick
Fidelity Investments July 2014 - Present
NTT Data Corporation June 2013 - February 2014
Randstad HR Solutions November 2010 - April 2013
MISI Company January 2008 - November 2010
MISI Company December 2006 - December 2007
Dialogue House Associates May 2005 - December 2006
Skills
User Experience, Information Architecture, Usability Testing, User-centered Design, User Experience Design, Experience Design, IT Strategy, User Interface Design, Product Requirements, Usability, Vendor Management, Business Analysis, Change Management, Contextual Inquiry, Axure, Microsoft Office, Illustrator
Education
The Australian National University 2011 — 2011
Masters of Information Technology Studies, Information Technology
New York University 2002 — 2006
Bachelor of Arts, Psychology
Fidelity Investments January 2015 - Present
Fidelity Investments March 2014 - January 2015
Merrill Edge August 2011 - March 2014
ING Financial Partners May 2010 - August 2011
Education
Saint Joseph's University 2008 — 2010
Bachelor of Science (BS), Finance, General
New Jersey Institute of Technology 2006 — 2007
Shamrock Asset Management, LLC July 2012 - September 2015
Chase December 2011 - June 2012
Wells Fargo January 2011 - August 2011
Fidelity Investments July 2006 - December 2010
Ameriprise Financial Services, Inc. January 2005 - June 2006
Education
New Mexico State University 1994 — 1998
Bachelor of Arts (BA), Marketing
Slippery Rock University of Pennsylvania 1992 — 1994
Undergraduate studies in Environmental Science
Fidelity Investments June 2014 - Present
Jefferies & Company October 2012 - May 2014
Fidelity Investments June 1996 - September 2012
Kenzer Corporation 1992 - 1996
Systems Administrator/Programmer 1990 - 1992
Skills
Oracle Applications, Informix, Sybase, Unix Operating Systems, Unix Shell Scripting, PL/SQL, Informix 4GL, Database Administration, Database Design, Server Architecture, Operating Systems, SQL, SQL Tuning, Performance Tuning, Database Servers, Relational Databases, Solaris, Software Development, Software Engineering, Oracle SQL, Project Management, Data Warehousing, Data Migration, Stored Procedures, WebSphere Portal, Web Services, SCO Unix, SQL*Plus, C++, SDLC, XML, Data Modeling, Software Project..., Databases, Microsoft SQL Server, Systems Analysis, Requirements Analysis, Enterprise Architecture, Unix, Shell Scripting, Oracle
Education
New York University
Computer Science
Politechnic University of Bucharest
Master of Science (MS), Computer Software Engineering
Fidelity Investments March 2014 - Present
UBS Financial Services Inc February 2013 - February 2014
UBS Financial Services Inc May 2010 - February 2013
UBS Financial Services Inc August 2007 - May 2010
Leafstone Staffing Services/ UBS Financial Services Inc February 2007 - August 2007
East Orange Police Athletic League June 2006 - September 2006
Skills
Options, Equities, Trading, Investments, Securities, Portfolio Management, FINRA Series 99..., Spreadsheets, Management, Trading Systems, Quantitative Analytics, Banking, Financial Analysis, Wealth Management, Asset Allocation, Financial Services, Lean Six Sigma, Finance, Settlement, Equity Trading, Separately Managed..., Account Reconciliation, Wealth Management..., Middle Office, ESOP, stock settlement, Back Office, FINRA, Corporate Actions, Client Services, AML, Training, Risk Management, Analysis, Financial Markets, KYC, Vendor Management, Financial Risk, Electronic Trading, Customer Service, Physical Certificates, Security Clearance, Securities Processing, Transfer Agency, Networking, Problem Resolution
Education
New Jersey City University 2001 — 2006
B.S, Marketing
Fidelity Investments Application ArchitectIBMNovember 2010 - January 2012
IBM March 2006 - November 2010
IBM January 2004 - March 2006
IBM December 2002 - January 2004
IBM July 1996 - December 2002
Skills
Java, J2EE, WebSphere Application..., SOA, Rational Software..., XML, J2EE Architecture, Web Services, SAP Netweaver, Netweaver Development..., Application Development, Application Architecture, JSP, DB2, Project Planning, Release Management, Lotus Notes, SQL, Requirements Analysis, Requirements Management, Programming, HTML, JUnit, JMock, WSAD, Unix, AIX, Eclipse, UML, Object Oriented Design, Shell Scripting, Software Development, OOP, Struts, Servlets, TDD, Java Enterprise Edition, Agile Methodologies, Software Project..., Ant, Integration, Websphere
Education
New Mexico State University 1994 — 1996
Master of Business Administration, Finance
New Mexico State University 1990 — 1994
Bachelor of Business Administration, Business Computer Systems
Rockhurst High School 1987 — 1990
Fidelity Investments February 2012 - Present
CA Technologies July 2011 - February 2012
CA Technologies. January 2009 - June 2011
Fidelity Investments June 2007 - January 2009
Ceremon Corp July 2002 - June 2007
Spectrum Technologies September 1999 - June 2002
Citibank Universal Card Services September 1995 - September 1999
Skills
Enterprise solution..., Mobile and Web..., Business Process..., Project management, Product development, Integration, Product Development, Enterprise Software, Project Management, Team Leadership, Telecommunications, Software Development, Mobile Devices, Product Management, SaaS, SDLC, Program Management, Scrum, Agile Methodologies, Enterprise Architecture, Management, Leadership, IT Strategy, SQL, XML, Web Application Design, Oracle, Change Management, Java
Education
Nova Southeastern University, FL 1995 — 1997
MBA
New Mexico Institute of Mining and Technology 1990 — 1992
MS
Fidelity Investments 1999 - Present
Capital Market Risk Advisors 1998 - 1999
Bankers Trust 1994 - 1997
Skills
Financial Modeling, Financial Analysis, Investment Strategies, Personal Financial..., Quantitative Finance, Project Management, Team Management, Asset Allocation, Investments, Finance, Common sense, Pragmatism, Retirement Planning
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
Master of Business Administration (MBA), Financial Engineering
Polytechnic University 1992 — 1994
Bachelor of Science (BS), Mathematics
Fidelity Investments July 2014 - October 2014
Broadridge May 2012 - June 2013
UBS Wealth Management June 2007 - January 2012
UBS Wealth Management April 2005 - June 2007
Brown Brothers Harriman December 2003 - February 2005
Bank of New York January 2001 - December 2003
Skills
Financial Services, Insurance, Word, Excel, Windows, Internet Explorer, Trading, Account Reconciliation, Finance, Customer Service, Salesforce.com, Wealth Management, Data Entry, Margin, International/Clearance..., Retirement, GLOSS, JIRA, Euroclear, Advisor IQ, Postedge, STAR, Mutual Funds, Salesforce,
Education
New Jersey City University 1998 — 2003
Bachelor of Science, Management
Nat Western Investment Loan August 2009 - Present
National westminister International Loan Agency 2009 - Present
Fidelity Investments September 2008 - October 2011
Barclays Capital February 2003 - February 2007
Skills
Marketing Research, Investment Banking, Loans, Financial Accounting, Strategic Financial..., Internal Audit, Integrated Marketing, New Business Development, Business Strategy, Foreign Policy, Credit Risk, Benefits Administration, Executive Office..., Public Policy, Evaluation, Market Analysis, Business Analysis, Investments, Risk Management, Cross-functional Team..., Project Planning, Analysis, Business Planning, Forecasting, Leadership, Strategic Thinking, Budgets, Portfolio Management, Management, Banking
Education
New York University 2000 — 2003
Master of Business Administration (M.B.A.), Finance, General
Cambridge University 1993 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Synchronoss Technolgies Inc August 2014 - February 2015
New York Life Insurance Company October 2013 - March 2014
Sandata Technologies July 2013 - October 2013
Media Math July 2012 - October 2012
Fidelity Investments June 2009 - June 2012
SBLI USA Mutual Life Insurance Co March 2008 - January 2009
UBS Financial Services January 1995 - January 2007
UBS January 1998 - January 1999
UBS January 1995 - January 1998
Skills
Quality Center, QTP, Test Automation, Agile Methodologies, Test Planning, Quality Assurance, Regression Testing, HP Quality Center, Manual Testing, Test Cases, Requirements Analysis
Education
USNETS INSTITUTE OF COMPUTER SCIENCE
New Jersey City University
Fidelity Investments August 2013 - Present
Hagan, Coury & Associates February 2012 - May 2013
Skenderis & Cornacchia May 2011 - September 2011
Fidelity Investments November 2009 - June 2010
Temple University Housing August 2005 - January 2009
AT&T Mobility May 2008 - July 2008
Skills
Courts, Training, Customer Service, Human Resources, Legal Research, Legal Documents, Subpoenas
Education
New York Law School 2010 — 2013
Juris Doctor, Law
Temple University 2004 — 2009
Bachelor of Arts, Criminal Justice
Independent EntrepreneurSoftware EngineerUBS Wealth ManagementNovember 2006 - September 2011
Smith Barney June 2006 - November 2006
The Bank of New York July 2005 - March 2006
Port Authority of NY and NJ 2002 - 2004
KeySpan 2001 - 2002
Fidelity Investments 1997 - 2000
Skills
Unix, DB2, Programming, SQL, Business Analysis, Databases, Cobol, PHP, Perl, Javascript, C++, Ruby on Rails, GRE/GMAT trainer, Java, SDLC, Web Development, CICS, JavaScript, Business Intelligence, Operating Systems, Software Development, COBOL, Requirements Analysis, XML, Mainframe
Education
New York University 2008 — 2010
Master of Science (MS), Information Systems [Stern school of Business & Courant institute of Mathematical Sciences]
Tel Aviv University
B.S, Mathematics and Computer Science
Bank of Commerce Holdings January 2011 - Present
SCORE October 2011 - Present
Northwest Farm Credit Services January 2008 - January 2011
Farm Credit Administration March 2004 - January 2008
Great Harvest Bread Co 1998 - 2003
Fidelity Investments 1993 - 1995
Skills
Risk Assessment, Banking, Risk Management, Sarbanes-Oxley Act, Financial Analysis, Auditing, Internal Audit, Internal Controls, Credit Analysis, Credit, Bank Secrecy Act, Business Continuity, Governance, Enterprise Risk..., IT Audit, Agribusiness, Budgets, Process Improvement, Operational Risk..., Operational Risk, Risk Analysis, Cash Management, Finance, Credit Risk
Education
Independant Community Bankers Association - Internal Audit School 2013 — 2013
Certified Community Bank Internal Auditor - CCIBA
New Mexico State University 1995 — 1998
MBA, Management, Finance
Westminster College 1991 — 1993
Bachelor of Arts, Aviation Operations
Novartis Institutes for BioMedical Research (NIBR) September 2010 - Present
AstraZeneca February 2009 - September 2010
Fidelity Investments April 2006 - February 2009
WGBH Educational Foundation April 1995 - March 2006
Skills
Unix, SQL, Perl, Integration, Software Development, JavaScript, Business Analysis, Java, PL/SQL, Architecture, Oracle, SharePoint, jQuery, Systems Analysis, Data Analysis, Rapid Prototyping, Linux, Web Applications, Windows, Database Design, Data Modeling, Reverse Engineering, MySQL, R, Web Services, Project Management, OS X, Business Intelligence, Quality Assurance, SDLC, Program Management, Architectures, UML, Mac OS X, Database Analysis, Thin Server, Twitter Flight, Flightjs
Education
Northeastern University 2014 — 2017
Master's Degree, Bioinformatics
Boston University College of Communication 1991 — 1994
BS, Film, Television
Boston University College of Liberal Arts 1991 — 1994
BA, Psychology
New York University 1987 — 1988
Visual Art, Music
Cambridge School of Weston 1984 — 1987
Arts
Needham High School 1983 — 1984
Fidelity Investments September 2010 - Present
Self-Employed September 2006 - May 2010
Richmond Free Library September 2003 - May 2010
National Science Foundation January 2006 - December 2009
National Cancer Institute June 2008 - August 2008
Education
University of Vermont 2006 — 2010
B.S., B.A., Applied Mathematics, Computer Science
New York University 2005 — 2006
All-Rite Construction Inc August 2014 - Present
Conron and Woods Architects March 2014 - Present
Crenshaw Consulting Group LLC December 2012 - February 2014
Fidelity Investments September 2012 - November 2012
TSD-Development February 2009 - November 2011
Dekker/Perich/Sabatini 2008 - 2009
Gone Virtural Studios August 2007 - December 2007
ASA-Architects June 2004 - July 2005
Denton Ventures Inc August 2001 - June 2002
Chavez-Grieves Consulting Engineers June 2001 - October 2001
Skills
AutoCAD, Architecture, Construction, Revit, SketchUp, CAD, AutoCAD Architecture, Architectural Design, Rendering, Construction Documents, BIM, Design Development, Construction Management, Architectural Drafting, 3D Studio Max, Adobe Creative Suite, Detailing, Photoshop, Residential Design, Drawing, Mixed-use, Sketching, Construction Drawings, Microsoft Office, Modeling, Word, PowerPoint, Adobe Acrobat, Residential, Excel, Graphic Design, Project Management, Civil Drafting, Residential Homes, New Custom Homes, Retail Sales, Customer Service, Heavy Equipment..., Automotive Repair, Automotive Restoration, Microsoft Excel, Microsoft Word, Architectural Drawings, Architectures, Design Research, Project Planning, Steel Detailing, Sustainable Design, Building Codes, Model Making
Education
Texas Tech University 2006 — 2008
MA, Architecture
Texas Tech University 2002 — 2006
BA, Architecture
New Mexico State University 1999 — 2001
Associate, Architectural Drafting & Design
Western New Mexico University 1995 — 1997
N/A, General
Google May 2015 - Present
Fidelity Investments September 2013 - May 2015
1687, Inc October 2012 - March 2013
New York Service Center for Chinese Study Fellows June 2012 - August 2012
Network security Laboratory, Sun Yat-sen University December 2010 - April 2011
Skills
Java, Eclipse, Linux, Python, MySQL, C++, Shell Scripting, HTML, C, Wireless Networking, Web Applications, Network Security, J2EE Application..., JavaScript, PHP, Android, JSP, SQL, Computer Science, Unix, Git, Objective-C, C#, Perl, Groovy, Agile Methodologies, RESTful WebServices, Maven, Java Enterprise Edition
Education
FZYZ
FZYZ
New York University 2011 — 2013
Master of Science (M.Sc.), Computer Science
Sun Yat-Sen University 2007 — 2011
Bachelor of Engineering (BE), Software Engineering, 3.7
National Association for the Self Employed August 2001 - January 2008
Fidelity Investments 2008 - 2008
Bank of America 2007 - 2008
Janus Capital Group August 1997 - May 2001
Skills
Access, Investments, Fixed Income, Data Analysis, Microsoft Excel, Health Insurance, Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Financial Advisory, Microsoft Office, Call Center, Sales Management, Management, Operations Management, Sales
Education
New York Institute of Technology 2007 — 2008
BA, IDSP Mathematics/Physics
University of South Carolina-Columbia 1985 — 1989
Mathematics
Sirius XM Radio Inc. September 2013 - Present
New York University January 2000 - Present
Millhouse 1889, LLC January 2011 - January 2013
CompuTool Corporation January 2009 - December 2010
Fidelity Management Research August 1994 - December 2008
Fidelity Investments May 1994 - November 2008
New York University 2000 - 2008
Skills
HTML, Agile Project Management, Scrum, SQL, Project Management, ASP.NET, ASP.NET AJAX, C#, jQuery, jQuery Mobile, HTML5, JavaScript, SDLC, HTML 5, Software Project..., Integration, Web Applications, Visual Basic, Web Services, XML, Software Development, Access, Web Development, IT Strategy, .NET, Visual Studio, CSS, Leadership, Business Analysis, Databases, UML, Requirements Analysis, Program Management, Testing
Education
Saint John's University 1991 — 1994
Master's Degree, Statistics and Sociology
New York University
PwC July 2013 - Present
PwC January 2011 - June 2013
Carpenter Moore July 2009 - November 2009
Fidelity Investments May 2008 - November 2008
Skills
Microsoft Excel, Microsoft Word, Lotus Notes, Adobe Acrobat, Superforms, GoSystems, OneSource, RPM, internet Ex, PowerPoint, Photoshop, AutoCAD, Internal Audit, Management, Tax Returns, Tax, SEC Filings, US GAAP, Tax Accounting, Accounting, Corporate Tax, Financial Accounting, Income Tax, Financial Statements, Tax Preparation, Tax Advisory, Insurance
Education
New York Institute of Technology-Old Westbury 2009 — 2010
Master of Business Administration (M.B.A.), Accounting
New York Institute of Technology-Old Westbury 2006 — 2009
Bachelor of Science (B.S.), Accounting
Daruma Capital Management, LLC April 2013 - Present
Fidelity Investments June 2005 - March 2013
Brooks International Speakers & Entertainment Bureau August 2004 - February 2009
Franklin Templeton Investments April 2002 - May 2005
GE Capital November 2001 - March 2002
Lake Capital May 1998 - October 2001
Skills
Investments, Investment Banking, Capital Management, Hedge Funds, Accounting, CPA, Financial Audits, Tax, Motivational Speaking, Public Speaking, Employee Training, Banking, Customer Service, Money Management, Retirement Planning, Finance, Corporate Finance, Financial Advisory, Bonds, Alternative Investments, Strategic Financial...
Education
New York University 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Stanford University 1993 — 1997
Bachelor of Arts (B.A.), International Economics & Public Finance
Hudson City Savings Bank October 2011 - Present
UBS May 2008 - June 2010
UBS January 2007 - May 2008
Fidelity Investments June 2006 - August 2006
Education
New Jersey City University 2015 — 2017
Master of Arts (M.A.), Urban Education with a specialization in World Languages (Spanish)
Saint Peter's University 2004 — 2008
Bachelor of Science, International Business & Trade
Value Line March 2015 - Present
Value Line December 2013 - February 2015
MetroPlus Health Plan January 2012 - October 2013
MetroPlus Health Plan January 2003 - December 2011
Merrill Lynch September 2002 - December 2003
JPMorgan Chase, NYC October 2000 - August 2002
Fidelity Investments November 1998 - September 2000
ALFY.COM November 1997 - November 1998
Skills
Project Management, Project Planning, Software Engineering, Agile Methodologies, Software Design, Software Development, SOA, Algorithms, Database Design, Object Oriented Design, WCF Services, Microsoft Visual Studio..., Databases, Visual C#, LINQ, SQL, VB.NET, Microsoft SQL Server, XML, Windows Server, HTML, Windows 7, ASP.NET, XSLT, IIS, .NET, Visual Studio, SSIS, X86_64, C#, JSP
Education
Polytechnic University 1997 — 2000
Bachelor of Science, Computer Science, 4.0
Belarusian National Technical University 1991 — 1996
Bachelor of Science, Computer Science
PARKWAY TOYOTA January 2014 - Present
Wayne Mazda October 2013 - January 2014
NAVEX Global August 2011 - August 2013
Morgan Stanley Smith Barney February 2009 - May 2010
Fidelity Investments February 2006 - January 2009
Amalgamated Bank October 2005 - January 2006
Morgan Stanley May 2000 - October 2005
Georgeson March 1999 - May 2000
Brown Brothers Harriman November 1998 - February 1999
Skills
Mutual Funds, Alternative Investments, Certificate of..., Notary Public
Education
New York University 1994 — 1998
Bachelor of Arts (B.A.), History
Saint Peter's Preparatry High School 1990 — 1994
Rand & Associates, LLC September 2011 - Present
Bingham, Osborn & Scarborough July 2010 - September 2011
Fidelity Investments August 1993 - July 2010
Gene Phillips August 1988 - May 1991
Skills
Retirement Planning, Retirement, Wealth Management, Financial Analysis, Finance, Investments, Mutual Funds, Strategic Financial..., Asset Management, Investment Advisory, Mergers & Acquisitions, Portfolio Management, Financial Services, Equities, Business Strategy, Asset Allocation
Education
New Mexico Institute of Mining and Technology 1977 — 1981
Petroleum Engineering
Quicken Loans June 2013 - March 2014
ACCENTURE/AT&T March 2013 - April 2013
Credera September 2012 - February 2013
Fidelity Investments March 2012 - August 2012
Shell Petroleum, SNEPCO June 2010 - August 2010
ALTOKOM Ltd June 2009 - June 2009
New York Institute of Technology January 2008 - May 2009
Madu, Edozie & Madu, P.C. June 2008 - July 2008
Skills
Eclipse, JavaScript, Xcode, C++, Java, PHP, MySQL, Android Development, iPhone Application..., HTML, JSON, Objective-C, jQuery, jQuery Mobile, jQuery UI, Titanium Mobile, JSP, PhoneGap, Matlab, Arduino, Game Maker, Adobe Fireworks, Flash, Photoshop, XML, Git, AJAX
Education
New York Institute of Technology 2014 — 2016
Master of Science (M.S.), Electrical and Electronics Engineering
New York Institute of Technology 2007 — 2011
Bachelor of Science, Electrical and Computer Engineering
Amy Pollaci Interiors LLC May 2014 - Present
Deloitte October 2009 - October 2011
Deloitte & Touche February 2007 - October 2009
Fidelity Investments May 2006 - February 2007
Fidelity Investments August 2005 - May 2006
Fidelity Investments September 2004 - May 2005
Skills
Interior Design, Copywriting, Press Releases, Project Planning, Customer Service, Leadership, Marketing
Education
New York School of Interior Design 2009 — 2014
Providence College 2001 — 2005
BA, English, Marketing
TIAA-CREF April 2015 - Present
TIAA-CREF August 2012 - April 2015
Crunch Fitness May 2011 - August 2012
Crunch Fitness February 2010 - May 2011
Private August 2009 - May 2010
Fidelity Investments August 1999 - June 2008
Fidelity Investments August 1999 - May 2008
Fidelity Investments, Bangalore April 2005 - November 2005
Fidelity Investments January 2005 - April 2005
Skills
Project Planning, Time Management, Teamwork, Employee Benefits, Benefits Administration, Project Management
Education
New York University
Northern Kentucky University
Business Marketing
JP Morgan Chase Bank, N.A. July 2014 - Present
JP Morgan Chase Bank, N.A. January 2013 - Present
JP Morgan Chase Bank, N.A. August 2011 - December 2012
Fidelity Investments June 2009 - August 2011
Brown Brothers Harriman 2007 - 2008
Education
New York University 2010 — 2011
Professional Certificate, International Business and Finance
New Jersey Institute of Technology 2001 — 2007
BS, Finance and Engineering Science
Self-employed November 2005 - Present
Mortgage Beacon, L.L.C. January 2005 - October 2005
Fidelity Investments April 2004 - December 2004
Fidelity Investments October 2001 - April 2004
Fidelity Investments October 2000 - October 2001
Fidelity Investments October 1998 - October 2000
Reardon Associates June 1998 - September 1998
U.S. Cellular May 1996 - June 1998
Skills
Training, Employee Benefits, CRM, Project Management
Education
University of New Hampshire 1992 — 1996
Bachelor's degree, Psychology, honors
New Hampshire Institute of Art 2004 — 2005
Interior Design
A&M Logistics March 2012 - March 2015
Guaranty Trust Bank (SL) Limited March 2010 - March 2012
Guaranty Trust Bank (SL) Limited April 2009 - March 2010
Fidelity Investments April 2006 - April 2009
Bank of New York August 2002 - September 2004
Skills
Financial Analysis, Portfolio Management, Business Strategy, Financial Reporting, Accounting, Cross-functional Team..., Budgets, Process Improvement, Financial Modeling, Essbase, Investments, Supply Chain Management, Leadership, Procurement, Finance, Fixed Income, Market Research, Analysis, Strategy, Data Analysis, Logistics, Risk Management, Trading, Credit, Policy, Commercial Banking, Forecasting, Account Reconciliation, Program Management, Management, Corporate Finance, Financial Markets
Education
Rutgers University 2004 — 2006
MBA, Finance and Supply Chain Management
New Jersey City University 2001 — 2003
BA, Economics
Schneider Electric March 2013 - Present
Fidelity Investments November 2010 - December 2012
First Command Financial Planning August 2008 - November 2010
BridgePoint Mortgage Co. January 2006 - July 2008
Orion Advisors, LLC February 2002 - June 2005
CTPartners January 2001 - February 2002
Warren International, LLC February 2000 - January 2001
CIGNA July 1997 - July 1999
Skills
Financial Services, Employer Branding, Volume Recruiting, Talent Acquisition, Corporate Staffing, Call Center, Sourcing, Executive Search, Branches, Diversity Recruitment, Brokerage, 401k, Mutual Funds, Marketing, Sales, Onboarding, Project Management, Event Planning, Coaching, Behavioral Based..., Customer Service, Data Integrity, Offer Letters, Taleo, Linkedin Recruiter, Competitive Intelligence, New Hire Orientation, Facilitator, Recruiting, Call Centers, College Recruiting, Training, New Hire Orientations, Temporary Placement, Corporations, Applicant Tracking..., Leadership, LinkedIn Recruiter, Interviews
Education
University of Pennsylvania
M.L.A., Liberal Arts and Sciences, General Studies and Humanities
New York University
B.A., Psychology
Fidelity Investments December 2013 - December 2014
Noah's Ark Whitewater Rafting & Adventure Co. May 2012 - August 2013
Starbucks August 2012 - May 2013
Shavano Construction August 2012 - December 2012
Pacific rim Asian bistro February 2012 - May 2012
Southwest Grape and Grain November 2011 - February 2012
Horn Creek Conference Grounds May 2011 - August 2011
Dairy Queen May 2005 - May 2011
Horn Creek Conference Grounds May 2010 - August 2010
Tanoan Country Club June 2009 - August 2009
Education
The University of New Mexico 2009 — 2013
Bachelor of Business Administration (BBA)
New Mexico State University 2009 — 2009
Bachelor of Business Administration (B.B.A.)
Tishman Speyer September 2014 - May 2015
AKA May 2013 - August 2014
American Express Publishing April 2012 - May 2013
American Express April 2010 - April 2012
Fidelity Investments August 2008 - March 2010
Skills
Product Management, Multi-channel Marketing, Analysis, Marketing Strategy, Market Research, Customer Service, Public Relations, Social Media, Marketing Communications, Integrated Marketing, Advertising, Digital Marketing, Budgets, Hospitality, Direct Marketing, CRM, Brand Management, Digital Media
Education
New York University 2013 — 2015
Master of Science (MS)
University of Pennsylvania
BA
University of Notre Dame - Security Analysis Practicum August 2015 - Present
iChic.Co November 2013 - June 2015
Light Beam Capital February 2013 - October 2013
Alpha Capital Holdings Inc January 2013 - May 2013
Fidelity Investments February 2012 - November 2012
AMR Capital Trading (Formerly RBC Professional Trading Group) January 2011 - January 2012
Rasan Holding Company July 2009 - January 2011
Secure Investors Group January 2009 - April 2009
Wachovia Global Securities Lending September 2008 - December 2008
Skills
Excel, Word, Economics, Financial Reporting, Investments, Analysis, Equities, Equity Trading, buy side PE, Higher Education, Equity Derivatives, Global Tactical Asset..., institutional clients, Macroeconomics, Technical Analysis, High Net Worth..., Valuation, Options, Financial Modeling, Asset Management, Management, Finance, Private Equity, Bloomberg, Trading, Mergers & Acquisitions, Investment Banking, Hedge Funds, Microsoft Excel, Institutional..., Leadership
Education
University of Notre Dame - Mendoza College of Business 2015 — 2016
Master of Business Administration (M.B.A.), Investments and Securities / Corporate Finance, 3.55
New York University 2013 — 2014
Master of Science (M.S.), Global Affairs Coursework, 3.6
University of Detroit Mercy 2009 — 2011
MA, Economics
Oakland University 2006 — 2009
BS, Finance
Crown Capital Securities & Royal Global Real Estate October 2011 - Present
Royal Global Real Estate September 2011 - Present
Merrill Lynch September 2008 - September 2011
Fidelity Investments 2004 - 2008
JP Morgan Chase 2000 - 2004
Skills
Public Speaking, Small Business, Accounting, Entrepreneurship, Investments, Management, Risk Management, Tennis, Leadership, Business Strategy, Press Releases, Portfolio Management, Financial Analysis, Strategic Financial..., Strategic Planning, Start-ups, Real Estate, Insurance, Wealth Management, Time Management, Business Planning, Financial Services, Finance, Research
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1997 — 1999
MBA
University of Southern California
CFA Level II, Investment Analysis and Research
New York University
Investment & Financial Planning
Highschool
Exit 36 Productions, LLC May 2013 - Present
Fidelity Investments February 2007 - March 2015
Fidelity Investments August 2006 - January 2007
MIT Sloan School of Management November 2005 - June 2006
Teachers College, Columbia University May 1999 - July 2005
Hollingworth Preschool September 2003 - December 2003
Teachers College, Columbia University February 2003 - May 2003
Nick Jr. - Blues Clues August 2002 - January 2003
Public School 9, The Anderson Program January 2000 - May 2000
Castle Works Productions, In The Mix September 1999 - December 1999
Education
New York University
Bachelor of Fine Arts (B.F.A.), Film, Television, & Radio
Teachers College of Columbia University
Master of Arts (M.A.), Curriculum and Teaching
International Health, Racquet and Sportsclub Association (IHRSA) January 2012 - Present
International Health, Racquet & Sportsclub Association (IHRSA) July 2006 - March 2010
International Health, Racquet & Sportsclub Association (IHRSA) October 1988 - April 2007
Harvard University May 1998 - April 2001
Fidelity Investments, Fidelity.com, Money.com, USA Today January 1992 - January 2001
FitForAll.com January 1999 - December 2000
Standard & Poor's Published Image June 1996 - January 1999
Simon & Schuster May 1991 - February 1992
Fidelity Investments March 1987 - April 1988
Inc. Magazine November 1984 - March 1987
Skills
Journalism, Content Development, Newsletters, Editing, Copy Editing, Publishing, Fitness, Content Management, Published Author, Editorial, Blogging, Advertising, Freelance Writing, Storytelling, Magazines, Lifestyle, Social Media Marketing, Marketing Communications, Media Relations, Feature Articles, Public Relations, Books, Copywriting, Publicity, Coaching, Entrepreneurship, Publications, Web Content, Press Releases, Creative Writing, Content Strategy, Corporate Communications, Social Networking, AP Style, Facebook, Proofreading, Newspapers, Fact-checking, Social Media, Public Speaking, Writing, Marketing, Sports, Management
Education
New York University 1988 — 1989
MA, Communication, Journalism, and Related Programs
Bank of America June 2015 - Present
FDM Group April 2014 - Present
First Data Corporation April 2014 - April 2015
FDM Group January 2014 - April 2014
DIVERSANT, LLC 2013 - 2013
JPMorgan Chase & Co. 2009 - 2010
New York City Fire Department 2008 - 2008
Self-Employed 2003 - 2008
Fidelity Investments November 1996 - December 2002
Skills
Programming, SQL, Mutual Funds, Business Analysis, SharePoint, Java, MySQL, Microsoft SQL Server, PHP, HTML, Microsoft Excel, A+, SSPS, Databases, RDBMS, Social Media, Microsoft Office, Relationship Management, Equities, Visio, Python, Linux, ITIL, Oracle, Unix
Education
Stevens Institute of Technology 2013 — 2018
M.S. Graduate Student, Software Engineering
Pace University 2010 — 2012
Master’s Degree, Information Systems, 3.98
New York University 2008 — 2009
Database Administration
The William Esper Studio 2001 — 2004
Training Program, Acting
University at Albany, SUNY
Bachelor’s Degree, Political Science
Viget June 2015 - August 2015
Fidelity Investments June 2014 - August 2014
Fidelity Investments June 2013 - August 2013
Education
Washington University in St. Louis 2012 — 2016
Bachelor's degree, Comparative Arts, minor in Design
New York University 2015 — 2015
Semester Abroad — NYU Paris, French Language and Literature
MedAssets April 2013 - Present
Fidelity Investments February 2012 - April 2013
Baylor Research Institute November 2010 - September 2011
Thomson Reuters October 2007 - November 2010
Thomson Reuters September 2006 - October 2007
Legette Actuaries January 2006 - September 2006
Chronim Advisers July 2005 - November 2005
Skills
Process Improvement, Account Reconciliation, Data Analysis, Finance, Software Documentation, Access, Payroll, Microsoft Excel, Budgets, Microsoft Word, Customer Support, Financial Reporting, Microsoft SQL Server, PowerPoint, Analysis, Leadership, Financial Analysis, Management, Customer Service
Education
New Mexico State University 2001 — 2005
Bachelor of Business Administration, Finance
Fidelity Investments November 2014 - Present
Planned Companies, Inc October 2012 - November 2014
Party City August 2008 - August 2012
Concepts Office Furnishing Inc June 2006 - September 2006
Skills
Hospitality Industry, Hospitality, Hospitality Management, Hotel Management, Customer Satisfaction, Management, Front Office, Food & Beverage, Experienced in using MS..., Experience using..., Proficient in producing..., Cashiering, Data Entry, Customer Service, Sales, Teamwork, Inventory, Microsoft Excel
Education
New Jersey City University 2009 — 2017
Bachelor's Degree, Criminalistics and Criminal Science
County Prep High School 2005 — 2009
Rally Software June 2013 - Present
McKesson Health IT March 2012 - June 2013
Fidelity Investments February 2011 - June 2012
New York University 2008 - 2011
NY Computer Services 2005 - 2006
Education
New York University 2007 — 2011
MS, Computer Science
New York University 2003 — 2007
BA, Computer Science
Fidelity Investments May 2015 - Present
Norfolk Southern Corporation January 2015 - April 2015
Pamplin Undergraduate Mentoring Program March 2014 - December 2014
Virginia tech August 2013 - September 2014
Virginia Tech Student Success Center June 2014 - July 2014
Pamplin College of Business - Undergraduate Advising Department June 2014 - July 2014
Virginia Tech February 2012 - July 2013
Skills
Leadership, Time Management, Connectivity, Research, Customer Service, Java, Public Speaking, Organizing, Visual Basic, Basic Financial..., Managerial Accounting, WordPress, Microsoft VB.NET, SDLC, Management, Databases, SQL, MySQL, Arena Simulation..., Computer Simulation, Microsoft Excel, Data Analysis
Education
Virginia Polytechnic Institute and State University 2013 — 2015
Bachelor's Degree, Business Information Technology
New River Community College 2012 — 2013
General Studies, 3.906
CentraState Healthcare System September 2015 - Present
Division Of Taxation 2005 - July 2015
Fidelity Investments January 2003 - September 2005
PaineWebber/ Correspondent Services January 1982 - August 2005
Skills
Internal Audit, USA PATRIOT Act, Legal Writing, Policy, Regulations, Operational Risk, Banking, Fraud, Risk Management, Securities, Human Resources, Tax Compliance and..., Customer Service, Stock Brokerage..., AML, Private Investigations, Corporate Governance, Investigation, Equities, Management, Accounting
Education
New York Institute of Technology 1991 — 1996
BS, Business Administration and Management, General
New York Institute of Technology-Old Westbury 1991 — 1996
BS, Business, B
Fidelity Investments March 2015 - Present
Morgan Stanley Wealth Management July 2013 - March 2015
Skills
Social Networking, Sales, Marketing, Team Building, Entrepreneurship, Customer Service, Leadership, Social Media Marketing, Investments, Microsoft Office
Education
New Mexico State University 2003 — 2005
MBA, Finance
New Mexico State University 2001 — 2003
Bachelor of Business, Finance
Fidelity Investments May 2011 - Present
Fidelity Investments June 2010 - August 2010
Skills
Tax, Securities, Mutual Funds, Microsoft Excel, Investments, Fixed Income, Financial Services, Equities, Data Analysis, Bloomberg, Accounting
Education
New York University 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
State University of New York at Buffalo - School of Management 2007 — 2011
Bachelor of Science (B.S.), Business Administration with a Concentration in Finance
Fidelity Investments September 2014 - Present
Healthguru, a subsidiary of Kitara Media February 2014 - September 2014
Healthguru, a subsidiary of Kitara Media April 2012 - February 2014
HealthGuru.com July 2011 - April 2012
HealthGuru.com October 2010 - July 2011
The Frisky 2008 - 2011
Pierre Deux November 2008 - October 2010
Simply Good Media May 2008 - November 2008
Hearst January 2008 - May 2008
iVillage September 2007 - December 2007
Skills
Blogging, Content Management, Copywriting, Editing, Newsletters, SEO, Online Marketing, Social Media, Editorial, Proofreading, Magazines, Email Marketing, Feature Articles, Writing, SEO copywriting, Content Development, Social Media Outreach, Web Content Production, Newsletter Writing, Newsletter Production, YouTube, Press Releases, Copy Editing, Facebook, CMS, Web Content, Content Strategy, Community Management, Vignette, Omniture, Online Publishing, Video, Fact-checking, Web Content Management, Books, Journalism
Education
New York University 2004 — 2008
B.A, Journalism and History
Lenape High School 2000 — 2004
Fidelity Investments March 2015 - Present
Securus Technologies September 2014 - March 2015
Fidelity Investments February 2012 - September 2014
Aditya Birla Minacs October 2010 - February 2012
Albright Associates February 2010 - July 2011
Polytechnic Institute of New York University 2009 - 2009
Lexis Infotech August 2007 - May 2008
Skills
AJAX, jQuery, JSP, Backbone.js, HTML, Java, JavaScript, Highcharts, Subversion, SQL, XML, CSS, Flex, MySQL, Ant, Web Applications, MVC, PHP
Education
Polytechnic University 2008 — 2010
MS, Computer Science, 3.7
Ganpat University 2004 — 2008
BTech, Information Technology
Fidelity Investments May 2003 - March 2013
Towers Watson 1994 - April 2004
Skills
Strategic Design, Clinical Data Management, Process Improvement, Vendor Management, Project Management, Client Relationship..., CRM, Employee Benefits, Strategy, Strategic Planning, Leadership, HR Consulting, Employee Engagement, Performance Management, Consulting, Management Consulting, Health Insurance, Management, Program Management
Education
New York University 1999 — 2002
Master's degree, Health Policy & Management
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Arts (B.A.), Economics
NYU Stern School of Business September 2015 - Present
Fidelity Investments June 2015 - August 2015
New York University January 2015 - May 2015
TargetCW September 2014 - January 2015
SIFMA June 2014 - August 2014
Parcel Inc. January 2014 - March 2014
New York University September 2013 - March 2014
New York University May 2013 - September 2013
NYU Stern School of Business Accounting Dept. September 2012 - July 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Social Networking, Financial Modeling, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2012 — 2017
Bachelor of Science (BS), Finance and Information Systems
New York University
Akamai Technologies March 2013 - Present
Strategic Process Innovations September 2010 - Present
Millipore July 2008 - November 2010
Millipore January 2007 - July 2008
Fidelity Investments 2004 - 2007
Workscape 2001 - 2003
Skills
Six Sigma, Lean Manufacturing, Business Process..., Supply Chain Management, Process Improvement, Process Excellence, Continuous Improvement, Kaizen, DMAIC, Operational Excellence, Value Stream Mapping, Process Engineering, Minitab, Black Belt, Product Development, Vendor Management, Supply Chain, Management, Cross-functional Team..., Business Process Mapping, Visio, Strategic Sourcing, Manufacturing, Purchasing
Education
Boston University Computer Career Program 2000 — 2000
Certificate, Client / Server Application Development
New York University 1991 — 1994
MS, Hospitality Studies
Southern New Hampshire University 1986 — 1990
Bachelor of Science, Hotel and Restaurant Management
Fidelity Investments March 2008 - Present
Deloitte January 2004 - February 2008
Skills
HR Consulting, Human Resources, Human Resource..., Training, New Business Development, Human Development
Education
New York University 2000 — 2004
Master's degree, Human Resources Management/Personnel Administration, General
Fidelity Investments July 2008 - February 2010
Health Care Group May 2007 - June 2008
Management Dynamics June 2006 - March 2007
Education
New Jersey Institute of Technology
Fidelity Investments February 1994 - Present
Citi June 1982 - February 1994
Skills
CICS
Education
New York Institute of Technology 1986 — 1991
Bachelor of Science (BS), Computer Science
State University of New York at Stony Brook 1979 — 1982
Verinume, Inc April 2004 - Present
XL Insurance April 2011 - July 2012
Iron Mountain July 2004 - April 2011
CIGNA Insurance Corp September 2002 - March 2004
Enmed, Inc. April 1999 - March 2003
Reed Elsevier Technology Group 1997 - 1999
MyWay, Inc. September 1996 - September 1997
Fidelity Investments April 1995 - September 1996
Intergraph Corporation June 1991 - April 1995
Skills
Solution Architecture, SOA, SaaS, 21 CFR Part 11, Web Services, CISSP, Architecture, Disaster Recovery, Enterprise Architecture, IT Strategy, Integration, Cloud Computing, Professional Services, SDLC, Requirements Analysis, Software Project..., Management, Information Security, Management Consulting, Architectures, Enterprise Software, Software Development, Pre-sales, Business Intelligence, IT Management, PMP
Education
New Jersey Institute of Technology 1989 — 1991
Masters
Chaitanya Bharati Institute Of Technology 1984 — 1988
Bachelor Of Engineering
GTN Technical Staffing and Consulting May 2015 - Present
Fidelity Investments April 2014 - May 2015
Costco Wholesale March 2011 - April 2014
Skills
Technical Recruiting, Customer Service, Recruiting, Talent Acquisition, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Social Media, Project Management, Temporary Placement, Budgets, Money Management, Public Speaking, Access, Windows, Analysis
Education
Texas Woman's University 2010 — 2013
Bachelor of Arts (BA), Psychology, Graduated Cum Laude
New Mexico State University 2009 — 2010
Workday October 2008 - Present
Fidelity Investments March 2006 - September 2008
OraclePeopleSoft January 1995 - February 2006
PeopleSoft, Inc. 1995 - 2006
Oracle 2003 - 2005
Fidelity Investments January 1994 - January 1995
Evans & Sutherland June 1987 - December 1993
Skills
Application Development, Enterprise Software, Agile, SaaS, Cloud Computing, SOA, Software Project..., Requirements Analysis, Enterprise Architecture, Integration, Solution Architecture, Business Intelligence, XML, SQL, Scrum, Agile Project Management, Agile Methodologies, Software Development, ERP, SDLC, CRM, Management
Education
University of Utah 1991 — 1993
Bachelor of Science (B.S.)
University of Utah
BSIE
New Mexico State University 1980 — 1981
BS
Freelance 2010 - Present
. 2008 - Present
Fidelity Investments June 2014 - December 2014
Isobar June 2004 - June 2010
Digitas October 2000 - May 2004
UAHC 1999 - 2000
Porter Novelli 1998 - 1999
Skills
Design Strategy, User Interface, Ideation, Interaction Design, Information Architecture, Usability Testing, E-commerce, Web 2.0, User Experience, Functional..., Creative Problem Solving, Mobile Internet, User-centered Design, User Interface Design, Digital Marketing, Heuristic Evaluation, Social Networking, Facebook, Social Media, Idea Generation, Experience Design, Digital Strategy, Persona, Usability, Wireframes, User Experience Design, User Research, Web Design, Mobile Devices, Content Management, Acrylic Painting, Abstract Paintings, Abstraction, Sculpture, Drawing, Painting, Information Design, Wire Framing, OmniGraffle, Contextual Inquiry, Card Sorting, Axure, Site Maps, User Journeys, User Scenarios, Mobile Design
Education
School of the Museum of Fine Arts
Studio Diploma
School of the Museum of Fine Arts
Post-Baccalaureate Certificate
New York University
Certifcate in Multimedia Content for the World Wide Web
Washington University in St. Louis
BA with Honors
Fidelity Investments December 2013 - Present
ING U.S. Investment Management (now Voya Financial, Inc.) March 2012 - December 2013
ING U.S. Investment Management (now Voya Financial, Inc.) 2007 - 2012
ING U.S. Investment Management (now Voya Financial, Inc.) 2003 - 2007
ING U.S. Investment Management (now Voya Financial, Inc.) 2001 - 2003
Hunter Wise Financial Group, LLC 2000 - 2001
Styling Technology Corp. 1998 - 2000
Gammage & Burnham 1997 - 1998
Bowne 1993 - 1997
Skills
Mutual Funds, Due Diligence, Relationship Management, Corporate Governance, Research, Equities, Project Management, Securities, Public Speaking, Proposal Writing, Report Writing, Team Building, Board Relations, Non-profits, Financial Analysis, Financial Services, Governance, Mergers & Acquisitions, Leadership, Corporate Law, Investor Relations, Investment Management, Analysis, Investments, Capital Markets, Policy, Risk Management
Education
New York University 1982 — 1986
BFA, Theater
Burrtech Corporation September 2014 - Present
Burrtech Corporation April 2014 - September 2014
(independent) November 2005 - April 2014
Fidelity Investments August 2006 - March 2008
Cheap Tickets February 2004 - July 2005
Verio January 2000 - April 2002
SFCG/BearingPoint Consulting June 1997 - December 1999
TCI Telephony June 1996 - June 1997
Nextel Communications March 1993 - June 1996
McCaw Cellular May 1989 - March 1993
Skills
Program Management, PMO, Process Improvement, Change Management, Cross-functional Team..., Business Process, Strategy, Integration, Organizational..., Leadership Development, Business Development, Project Management, Management, Project Planning, Project Portfolio..., Leadership, Start-ups, Strategic Planning
Education
Acuity Institute 2013 — 2013
Change Management Certificate
New Mexico State University 1987 — 1989
MBA
University of Colorado at Boulder 1980 — 1984
BA
Mason
Fidelity Investments October 2010 - Present
Pershing, a BNY Mellon company April 2004 - October 2010
Cortlandt Technology Partners May 2003 - April 2004
Skills
Project Management, Product Management, Microsoft Office, Product Development, Roadmap, Vendor Management, Aggregation, Communication, Organization, Operational Efficiency, householding, Mac & PC platforms, Platform Development, Platform Design, Portal Technologies, Enterprise Portals, Web Development, Technology Integration, RFP Generation, Business Development, Business Strategy, Business Analysis, Preparation of Business..., Requirements Analysis, Business Requirements, Charter, PMP, Trading Systems, SDLC, Agile Methodologies, Project Portfolio..., Business Process..., ITIL Process..., Financial Services
Education
New York University
Certificate in Business Project Management
Penn State University 1997 — 2002
BS, Management Science Information Systems and International Business
Fidelity Investments August 2013 - Present
JPMorgan Chase June 2012 - May 2013
Infragistics October 2009 - March 2012
WorldEvolved Services LLC. June 2008 - July 2009
Paltalk.com January 2008 - May 2008
SAP Americas May 2007 - December 2007
Center for Knowledge Societies (CKS) January 2006 - August 2006
Skills
Visio, Dreamweaver, Research, User Research, Heuristic Evaluation, Usability Testing, User-centered Design, User Experience, User Experience Design, Usability Engineering, Persona, Card Sorting, Interaction Design, Information Architecture, Contextual Inquiry, Experience Design, Mobile Devices, Usability, Web Applications, Task Analysis, Wireframes, User Scenarios, User Interface Design
Education
New York University 2006 — 2008
MPS, Interactive Telecommunication
University of Madras 2001 — 2004
B Tech, Information Technology
Putnam Investments August 2002 - Present
Fidelity Investments August 1997 - August 2002
Lucent 1993 - 1997
Eclipse Software July 1990 - July 1993
Education
New Jersey Institute of Technology 1987 — 1990
L.D. College of Enginnering
Fidelity Investments April 2007 - Present
Fidelity Investments January 1995 - March 2007
Education
New Jersey City University 1988 — 1991
JP Morgan Chase Bank, N.A. September 2014 - Present
CUNA Mutual Group March 2009 - September 2014
Fidelity Investments October 2008 - March 2009
New York Life Insurance December 2007 - October 2008
CUNA Mutual Group September 2005 - December 2007
Education
New Jersey City University 1999 — 2004
Fidelity Investments March 2015 - Present
Cisco Systems May 2007 - Present
Fidelity Investments November 2013 - March 2015
Fidelity Investments February 2013 - November 2013
Cisco 1996 - 2007
DEC 1990 - 1996
Bell Labs/AT&T 1985 - 1989
Bell Labs 1978 - 1983
Skills
Software Development, Cloud Computing, Agile Methodologies, Linux, TCP/IP, Unix, Integration, Perl, Cisco Technologies, Software Engineering, Distributed Systems
Education
Stevens Institute of Technology 1978 — 1980
MSCS
New Jersey Institute of Technology 1974 — 1978
BSCS
Hanover Park
Fidelity Investments April 2015 - Present
Hudson County Community College September 2015 - Present
Hispanic Political Action Committee Inc. (HPAC) August 2012 - Present
Fidelity Investments June 2014 - April 2015
Morgan Stanley May 2007 - June 2014
Hispanic Collision for Governor Chris Christie April 2013 - November 2013
TD Waterhouse November 2005 - May 2007
Skills
Mutual Funds, Trading, Excel, PowerPoint, Investments, Accounting, Financial Analysis, Finance, Asset Managment, Financial Services, Business Analysis, Microsoft Office, Microsoft Word, Analysis, Securities, Teamwork, Community Outreach, Community Organizing, Organizational..., Public Services, Team Leadership, Leadership, Hispanic, Volunteer Management, Community Service, Equities, Risk Management, Hedge Funds, Microsoft Excel, Fixed Income, Asset Management
Education
Saint Peter's University 2007 — 2009
Master of Business Administration (MBA), Finance
St. Peter's University 2007 — 2009
Master In Business Administraction, Finance
New Jersey City University 2004 — 2006
Bachilor In Business Administraction, Finance
Hudson County Community College 2000 — 2004
Associate's degree, Business
Fidelity Investments September 2012 - June 2014
Hewlett-Packard June 2010 - July 2012
D & F Funding, Inc. January 2006 - December 2009
Various January 1998 - December 2005
Barclays Bank June 1984 - July 1989
Skills
Printers, Scanners, Sales, Sales Management, Marketing, Solution Selling, CRM, Sales Operations, Account Management, Direct Sales, Selling
Education
New York University 1980 — 1983
Accounting
Fidelity Investments Director, Project ManagementFidelity2007 - Present
Skills
Vendor Management, SDLC
Education
Pace University - Lubin School of Business 1979 — 1983
New Jersey City University 1974 — 1978
BA, ART
Fidelity Investments January 2011 - Present
Chartis Insurance July 2010 - January 2011
MetLife January 2007 - November 2009
Fidelity Investments September 2004 - January 2007
Fidelity Investments November 2003 - September 2004
Columbia Bank August 2002 - October 2003
First Investors Corporation July 2001 - July 2002
XCEL Credit Union February 1998 - June 2001
Skills
Portfolio Management, Business Analysis, Financial Services, Finance, Analysis, Fixed Income, SDLC, Risk Management, Equities, Securities, Financial Risk, Account Reconciliation, Accounting, Bloomberg, Capital Markets, Derivatives, Credit, Hedge Funds, Insurance, Investments, Investment Banking, Management, Loans, Mortgage Lending, Mutual Funds, Process Improvement, PMO, Project Management, Requirements Analysis, Trading, Trading Systems
Education
New Jersey City University 1996 — 2002
Bachelor of Science, Finance & Computer Information Systems
Hasbro April 2015 - Present
Nomading Film Festival October 2010 - Present
Fidelity Investments November 2014 - February 2015
Powderhouse Productions March 2014 - December 2014
Liberty Mutual Insurance June 2014 - October 2014
ITV September 2013 - December 2013
Part2 Pictures June 2010 - August 2013
Need To Know June 2010 - June 2010
Bill Moyers Journal March 2010 - April 2010
Jumpstart January 2008 - February 2010
Skills
Avid Media Composer, Final Cut Pro, Tape and tapeless..., Broadcast, Post Production, Documentaries, Video, Television, Avid, Film, New Media, Editing, Storytelling, HD Video, Entertainment, Sound, Video Production, Final Cut Studio, Producing, Film Production, Directing, Video Editing, Media Production, After Effects, Premiere, Journalism
Education
New York Film Academy 2002 — 2003
General Filmmaking
The University of Connecticut 1994 — 1998
Bachelor of Arts (B.A.), Psychology/Statistics
Fidelity Investments July 2012 - Present
eClinicalWorks February 2012 - July 2012
New Jersey Institute of Technology November 2010 - June 2011
Fair Isaac Corporation (FICO) June 2008 - July 2010
Cisco Systems October 2007 - May 2008
PESIT June 2007 - January 2008
Skills
Java Enterprise Edition, C, JSP, C++, Unix, Linux, Software Development, Network Administration, Broadband Networks, Linux Kernel, Core Java, XML, Database Design, Computer Science, Perl, Hadoop, Python, Servlets, MySQL, Operating Systems, Programming, JavaScript, Eclipse, SQL, FTL, REST, JSON, Jasper Reports, Backbone.js, Oracle PL/SQL...
Education
New Jersey Institute of Technology 2010 — 2011
MS, Computer Science
People's Education Society Institute of Technology 2004 — 2008
BE, Information Science
Fidelity Investments July 2015 - Present
BCBSNC June 2012 - Present
BCBSNC July 2008 - June 2012
AT&T May 2007 - July 2008
Skills
SAFe - Scaled Agile..., Vendor Management, Scrum, Agile Methodologies, Project Planning, Program Management, Project Management, PMP, PMO, Project Portfolio..., SDLC, Software Project..., Enterprise Software, Integration, Agile Project Management, Requirements Gathering
Education
New Jersey Institute of Technology 1983 — 1988
BS, Management
Blue Frontier Consulting, LLC June 2009 - Present
Fortress Investment Group November 2011 - May 2014
GoldenTree Asset Management February 2011 - July 2011
Fortress Investment Group June 2009 - February 2011
D.B. Zwirn & Co. September 2006 - June 2009
Fidelity Investments January 2002 - June 2005
Skills
Financial Statement..., Value Investing, Financial Modeling, Quantitative Finance, Investment Research, Equity Research Analysis, Hedge Funds, .NET, SDLC, Testing, Trading Systems, Software Project..., VBA, Leadership, Java, Databases, Management, Fixed Income, Business Analysis, Consulting, Portfolio Management, Derivatives, Valuation, SQL, Asset Management, Equities, Finance, Risk Management, Financial Analysis
Education
New York University
MS in Mathematics in Finance
University of Massachusetts, Amherst
BS in Mathematics
Capital Markets Advisors LLC March 2012 - Present
MetLife September 2013 - December 2013
UBS Investment Bank December 2012 - March 2013
RBS Global Banking & Markets August 2011 - February 2012
Citi February 2011 - August 2011
JPMorgan Chase June 2010 - October 2010
UBS October 2009 - May 2010
Bank of America July 2008 - September 2008
UBS Investment Bank October 2006 - January 2008
Fidelity Investments March 2005 - July 2006
Skills
Vendor Management, PeopleSoft, Information Technology, Financial Risk, Technical Recruiting, Visio, Business Process..., Business Process, Process Improvement, Financial Analysis, Project Management, Stakeholder Management, Software Documentation, Financial Services, Business Analysis, Microsoft Office 2007, Recruiting
Education
New York University
Master of Public Administration (MPA), Public Administration
Fidelity Investments August 2010 - Present
AXA Financial January 2004 - April 2010
Smith Barney January 2000 - July 2004
Education
New York University 2013 — 2016
Master of Business Administration (M.B.A.)
University at Albany, SUNY 1997 — 2000
BS
Bank of America March 2010 - Present
JPMorgan Chase November 2009 - March 2010
Fidelity Investments October 2004 - 2009
NIIT Limited April 2004 - October 2004
NJIT 2000 - 2002
Skills
Business Analysis, Requirements Analysis, Visio, SDLC, Agile Methodologies, Vendor Management, PMP, Requirements Gathering, Software Project..., Program Management, Data Warehousing
Education
New Jersey Institute of Technology 2000 — 2002
MS, Professional and Technical Communication
Israel Discount Bank November 2014 - Present
SMF Consulting Services, LLC August 2010 - Present
Credit Industriel et Commercial July 2013 - November 2014
Morgan Stanley Smith Barney October 2010 - April 2013
Fidelity Investments September 2008 - October 2009
Bank of New York Mellon December 2006 - September 2008
JPMorgan Chase July 1994 - December 2006
Skills
Risk Management, Business Continuity, Business Continuity..., Disaster Recovery, Risk Assessment, Financial Services, Operational Risk..., Project Management, Problem Solving, Business Analysis, Banking, Space Planning, Data Analysis, Crisis Management, Operational Risk, Project Planning, Governance, Strategic Planning, Business Process..., Financial Risk, Vendor Management, Facilities Planning, Risk Analysis, Digital Photography, Quality Assurance, Securities, Microsoft Office, Microsoft Excel, PowerPoint, Enterprise Risk..., Relationship Management, Project Portfolio..., Business Process..., Executive Management, Business Transformation, IT Strategy, Portfolio Management, SDLC, Business Requirements, IT Audit, Assurance, Disaster Recovery..., Contingency Planning, Access, MS Excel Pivot Tables, Training, Send Word Now, Business Resilience, Business Impact Analysis, Lightroom
Education
NYU
Certificate, Information Management
Pace University 1995 — 1998
MBA, Finance
University at Albany, SUNY 1988 — 1992
BS, Management/Marketing
RGP 2014 - Present
CIT 2012 - 2014
CIT 2008 - 2012
CIT 2005 - 2008
Resources Global Professionals 2001 - 2005
Hanover Direct 2000 - 2000
Fidelity Investments 1998 - 2000
Blue Cross Blue Shield of Maryland 1996 - 1998
ITT Industries, Inc. Defense & Electronics 1993 - 1996
ITT Industries, Inc. Defense & Electronics 1984 - 1993
Education
Fairleigh Dickinson University-Metropolitan Campus
MBA Master of Business Administration, Finance
New York University
MBA Master of Business Administration Certificate, Computer Control & Audit
Purdue University
BS Bachelor of Science, Industrial Management, Economics
Fidelity Investments July 2014 - Present
Fidelity Investments August 2012 - July 2014
Fidelity Investments September 2006 - July 2012
Allegient Systems 2006 - 2006
Prudential Financial 2002 - 2006
Skills
Management, Agile Methodologies, SDLC, SOA, Java Enterprise Edition, Unix, Requirements Analysis, SQL, Enterprise Architecture, Software Project..., Web Services, Software Development, XML, Oracle, Data Warehousing, DB2, Java, Websphere, Spring, JSP, PL/SQL, Sybase
Education
New Jersey Institute of Technology 2000 — 2002
MS, Computer Science
Texas A&M University-Kingsville 1999 — 2000
MS, Computer Science
Osmania University 1994 — 1998
BTech, Chemical
Fidelity Investments March 2009 - Present
Wellington Management May 2005 - May 2008
LPL Financial September 2004 - April 2005
Finneran & Nicholson, PC June 1999 - September 2003
Liberty Mutual May 1995 - May 1999
Skills
Securities, Securities Regulation, Risk Management, Intellectual Property, Licensing, Corporate Law, Litigation, Due Diligence, Start-ups, Mediation, Governance, Financial Risk, Finance, Dispute Resolution, Vendor Management, Portfolio Management, Strategy, Corporate Governance, Mergers & Acquisitions, Private Equity, Asset Management
Education
New England Law Boston
JD, Law
Rutgers University-New Brunswick
BA, English
Hoffmann Architects, Inc. September 2012 - Present
Kathryn Fee Architect June 2010 - August 2011
Fidelity Investments July 2000 - January 2004
Credit Suisse First Boston April 1994 - July 2000
Skills
Microsoft Office, Architecture, Adobe Creative Suite, Marketing Communications, Submittals, Architectural Drawings, Business Development, SketchUp, AutoCAD, Design Research, Architectural Design, Sustainable Design, Photoshop, CRM, InDesign, Space planning, Mixed-use, CAD, Illustrator
Education
New York Institute of Technology-Old Westbury 2007 — 2012
Architecture, Architecture and Design
NYU Stern School of Business 1992 — 1994
Graduate course in Business + Marketing
Skidmore College 1982 — 1986
BA Business, Business
Skidmore College 1982 — 1986
Bachelors of Science, Mathematics
Paul D. Schreiber High School
Portware January 2014 - Present
Portware August 2010 - Present
NYU HEOP October 2009 - May 2010
Fidelity Investments July 2006 - July 2008
Skills
Java, JSP, SQL, Hibernate, Oracle, Struts, JUnit, JavaScript, Design Patterns, Market Data, Eclipse, SDLC, Swing, Multithreaded..., Object Oriented Design, XML, Data Structures, Java Enterprise Edition, Execution Management..., Electronic Trading, Equity Trading, C, Architectures, Data Visualization, Visualization Software, Agile Methodologies, Scrum, Linux, Unix, Windows
Education
New York University - Polytechnic School of Engineering 2008 — 2010
M.S, Computer Science, 3.3
Vishwakarma Institute of Technology 2002 — 2006
Bachelor of Science (B.S.), Computer Engineering
Fidelity Investments August 2000 - Present
Fidelity Investments April 1992 - October 1996
Electronic Data Systems March 1984 - August 1991
Skills
Project Management, Project Planning, Systems Analysis, Business Analysis, Technology Management, Planning, Program Management, Process Improvement, Change Management, SDLC, Software Project..., PMP, Project Portfolio..., Requirements Analysis, PMO
Education
New York Institute of Technology-Old Westbury 1983 — 1985
Computer Technology/Computer Systems Technology
St. Bede's College, Simla 1979 — 1982
B.A., Food Science and Nutrition
BNY Mellon February 2013 - Present
MDSL October 2009 - November 2012
Fidelity Investments September 2008 - December 2008
HSBC June 2007 - June 2008
JPMorgan Chase February 2002 - April 2007
Merrill Lynch 1973 - 1995
Skills
Market Data, Vendor Management, Business Analysis, Trading Systems, Outsourcing, Electronic Trading, Integration, Financial Markets, SDLC, Process Improvement, Disaster Recovery, Financial Services
Education
New York Institute of Technology 1965 — 1969
BS, Business Administration
Fidelity Investments October 2009 - Present
Wells Fargo Bank 2006 - 2008
JPMorgan Chase 2000 - 2006
Bankers Trust Company June 1993 - August 2000
Education
New York University 1990 — 1993
BA, Economics & International Politics
Fidelity Investments January 2001 - Present
Fidelity Brokerage Service, LLC. June 1996 - December 2000
Education
New York University 1994 — 1996
MA, economy & communications
Fidelity Investments November 2014 - Present
Citigroup November 2011 - November 2014
Fiserv November 2010 - November 2011
Cegedim Dendrite July 2003 - December 2010
Merck 2010 - 2010
Salomon Smith Barney January 2001 - December 2002
Skills
Oracle, Databases, Unix, SQL, Business Intelligence, PL/SQL, Software Documentation, Testing, Shell Scripting, Business Analysis, Visio, Visual Basic, HTML, Perl, JavaScript, Access, JSP, Jasper Reports
Education
New Jersey Institute of Technology 1996 — 2001
Bachelor of Science, Computer Science
New Jersey Institute of Technology 1996 — 2001
BS, Computer Science
Fidelity Investments January 2014 - Present
Fidelity Investments January 2011 - Present
Fidelity Investments June 2010 - January 2011
Fidelity Investments February 2006 - June 2010
State Street December 1997 - February 2006
The Recovery Group 1995 - 1997
Skills
Compliance, Legal Research, Risk, Contract Negotiation, FINRA, Securities, Management, Investments, Financial Risk, Equities, Legal Writing, Financial Services
Education
New England School of Law 2004 — 2008
JD
Suffolk University - Sawyer School of Management 2001 — 2003
MBA, Business
Harvard Extension School 1994 — 1998
Graduate Certificate, Administration & Management
University of Massachusetts, Amherst 1989 — 1993
BA, History
Pope John XXIII High School 1985 — 1989
Diploma, general
Fidelity Investments October 2012 - Present
M&T Bank July 2008 - November 2012
comScore, Inc. December 2006 - July 2008
AOL Time Warner August 2001 - December 2006
Verizon April 1999 - July 2001
Skills
Direct Marketing, Marketing Strategy, Marketing Management, Marketing, Online Marketing, Analytics, Customer Acquisition, Segmentation, Interactive Marketing, Strategic Planning, Competitive Intelligence, Database Marketing
Education
University of Maryland College Park - Robert H. Smith School of Business
MBA
New Jersey Institute of Technology
M.S.
Larry Button & Associates,LLC December 2009 - Present
And So To Bed Ltd May 2002 - December 2009
Trowbridge Gallery Ltd September 1998 - May 2002
Delivery Networks International Ltd January 1995 - September 1998
Fidelity Investments January 1993 - January 1994
Skills
Sales Management, Retail, Negotiation, New Business Development, Contract Negotiation, Sales, Strategy, Marketing Strategy, Management, Sales Process, Strategic Planning, Product Development, Leadership, Customer Satisfaction, Marketing, Event Management, Furniture, Custom Furniture, Selling, Furnishings, Project Management, Advertising, Public Relations, Start-ups, Product Marketing, Procurement, Team Building, Cross-functional Team..., International..., International Sales, Mentoring, P&L Responsibility, Budget Forecasts, Fine Art Sales, Franchise Sales, Franchise Agreements, Sales Operations, Project Planning, Forecasting, Account Management, Competitive Analysis, P&L Management
Education
Texas A&M University 1999 — 2001
Bachelor of Arts (B.A.), Political Science and Government
New Mexico Military Institute
Associate of Arts
Arnold Worldwide April 2012 - April 2014
- Freelancer 2000 - 2011
Digitas 1999 - 2010
Fidelity Investments 1991 - 1997
Boston Phoenix 1989 - 1991
Skills
Copy Editing, Editorial, Publishing, Copywriting, Editing, Web Content, Publications, Proofreading, Journalism, Content Strategy, Magazines
Education
New York University
BA, English, journalism
CWAG January 2011 - Present
Judi Woods Agency February 2008 - February 2011
Fidelity Investments June 2001 - February 2011
Education
New York University
Paralegal, Law
New York University School of Law
Legal
Southwest Florida College
Criminal Justice
Fidelity Investments August 2013 - Present
Fidelity Investments July 2010 - August 2013
Lehman Brothers May 2005 - June 2010
Skills
Series 7, Series 9/10, Series 66, NYS Notary Public, Bloomberg, Fixed Income, Derivatives, Securities, Capital Markets, Investment Banking, Finance, Risk Management, Equities, Banking, ACE Certified Personal..., Financial Planning
Education
New Jersey City University 1998 — 2004
Mathematics, Economics
Chase investment Services Corp October 2002 - Present
Fidelity Investments April 1986 - June 2000
American Stock Exchange March 1985 - April 1986
Education
New York University
Finance
Fidelity Investments July 2006 - Present
Fidelity Investments July 2006 - Present
LEK Securities 2002 - December 2005
Barclays Capital 2000 - 2002
Education
New Jersey City University
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments September 1995 - Present
Skills
Vendor Management, Requirements Gathering, Mutual Funds, Investments, Agile Methodologies, SDLC, Process Improvement, Software Project..., Financial Services, Relationship Management, Visio, Risk Management, Business Analysis
Education
Berkeley College-Woodland Park
New York University
Marie Landel & Assoc July 2013 - Present
Boston Coach 2013 - 2013
Fidelity Investments 2010 - 2012
American Express 1996 - 2009
Thomas Cook Travel 1989 - 1991
Skills
Business Analysis, Corporate Finance, Forecasting, Accounting, Pricing, Managerial Finance, Finance, Project Planning
Education
University of San Carlos
Bachelor of Science (B.S.), Accounting, Magna Cum Laude
New York University
Diploma, Financial Management
Merrill Lynch July 2013 - Present
Jefferies & Company January 2013 - July 2013
Credit Suisse July 2010 - December 2012
Fidelity Investments December 2005 - June 2010
Skills
PMO, SDLC, Business Analysis, PMP, Requirements Gathering, Project Delivery, Requirements Analysis, Software Project..., Business Requirements, Vendor Management, User Acceptance Testing, Agile Project Management, Business Process..., Resource Management, Business Process, Visio, Stakeholder Management
Education
New York University 2012 — 2012
PMP, Project Management
Aerospace Engineering Academy, St. Petersburg, Russia 1982 — 1987
Master's degree, spacecrafts
Merck October 2010 - Present
ArborSys Group October 2010 - August 2014
Memorial Sloan Kettering Cancer Center May 2005 - September 2010
Bristol-Myers Squibb 2004 - 2005
Fidelity Investments 2000 - 2004
Skills
Pharmaceutics, Project Management, ITIL, SDLC, Data Analysis, Engineering, Software Development, Portfolio Management, Cross-functional Team..., PMP, IT Strategy, Enterprise Software, Business Intelligence, Business Analysis, SharePoint, Data Modeling, Data Management, Technical Writing, Technical Leadership, Vendor Management, Management, Program Management, Process Improvement, Value Realization
Education
New Jersey Institute of Technology
Bachelor of Science (B.S.), Computer & Telecommunications Engineering