Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
New York Life & MainStay Investments 2011 - Present
AllianceBernstein 2003 - 2011
Fidelity Investments 1995 - 2003
Skills
Sales Management..., Certified Investment..., Capital Markets, Alternative Investments, Mutual Funds, Fixed Annuities, Wealth Management, Retirement Planning, Asset Management, Financial Services, Fixed Income, Portfolio Management, Investment Strategies
Education
Northeastern University 1987 — 1992
Bachelor's degree, Finance & International Business
Staples High School 1983 — 1986
Scotiabank January 2015 - June 2015
MFS Investment Management January 2014 - June 2014
Fidelity Investments January 2013 - September 2013
Northeastern University August 2012 - January 2013
American Personnel October 2011 - January 2013
Market Basket Food Stores October 2007 - January 2013
Skills
Mutual Funds, Fixed Income, Microsoft Excel, Microsoft Office, Bloomberg, Exception Based..., Visual Basic, Term Loan, Bank Reconciliation, Team-oriented, Communication Skills, Customer Service, Written & Oral..., Time Management, High Organizational...
Education
Northeastern University 2015 — 2016
Master’s Degree, Finance
Northeastern University 2011 — 2015
Bachelor’s Degree, Finance and Accounting, 3.6/4.0
Groton Dunstable Regional High School 2007 — 2011
High School Diploma
Leeside Restaurant Group October 2008 - Present
Fidelity Investments March 2003 - June 2008
Skills
Management, Marketing, Strategy, Sales, Training
Education
Northeastern University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Accountemps February 2015 - Present
Dunphy Consulting March 2002 - Present
CMGI January 2001 - March 2002
Primark Corporation November 1999 - January 2001
Dunphy Consulting April 1999 - November 1999
Addison Wesley Publishing (Pearson Education) June 1997 - March 1999
Fidelity Investments February 1990 - June 1997
The Lordan Companies May 1989 - February 1990
Ayer Sales June 1988 - May 1989
Skills
Management, Accounting, Financial Accounting, Financial Reporting, Accounts Payable, Accounts Receivable, Account Reconciliation, Financial Systems, General Ledger, Technical Support, Employee Training, Bank Reconciliation, G/L Reconciliations, Leadership, Microsoft Excel, Training, Microsoft Office, Sales
Education
Suffolk University 1994 — 1996
Master's degree, Finance, General
Northeastern University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Fidelity Investments March 2015 - Present
Fidelity Investments May 2014 - August 2014
State Street July 2013 - December 2013
Beth Israel Deaconess Medical Center June 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PeopleSoft Financial, Essbase, Social Media, Financial Reporting
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Accounting and Finance
Digital Realty 2013 - Present
Iron Mountain 2008 - 2013
Liberty Mutual Insurance 2005 - 2008
Fidelity Investments 1996 - 2004
Verizon 1988 - 1996
Skills
Professional Engineer
Education
Northeastern University
Master of Science (MS)
Santander Bank, N.A. May 2015 - Present
Devonshire Investors May 2011 - August 2014
Fidelity Investments March 2010 - May 2011
Fidelity Investments November 2008 - March 2010
Fidelity Investments April 2004 - November 2008
Skills
Process Improvement, Change Management, Operational Risk..., Risk Management, Leadership Development, Vendor Management, Risk Assessment, Security, Business Continuity, Business Analysis, Financial Risk, Information Security, Disaster Recovery, Private Investigations, Leadership, Management, Financial Services, Analysis, Program Management, Project Management, Microsoft Office
Education
Northeastern University 2011 — 2013
Master's Degree, Leadership and Organizational Communications
Northeastern University 1999 — 2004
BS, Criminal Justice
Devonshire Investors June 2015 - Present
Fidelity Investments February 2015 - May 2015
Harvard University September 2014 - February 2015
Massachusetts Attorney General's Office June 2013 - December 2013
Reebok January 2012 - August 2012
Global Atheletics July 2012 - July 2012
Skills
Athletic Training-..., Microsoft Word, Excel,..., Sports, Community..., Marketing, Community Outreach, Coaching, Brand Development, Management, Social Media, Event Planning, Social Media Marketing, Marketing Strategy, Event Management, Microsoft Office, Marketing Communications, Facebook, Social Networking, Research, Outlook, Market Research, Critical Thinking, Marketing Research, Leadership, PowerPoint, Public Speaking, Time Management, Microsoft Word, Microsoft Excel, Analysis
Education
Northeastern University 2011 — 2014
Bachelor's degree, Political Science:concentration in Public Policy and Administration Minor in Business Administration
Monarch Advertising 2007 - 2012
Fidelity Investments 1996 - 1999
American Medical Response 1994 - 1996
Sherlock Appraisal Associates 1988 - 1993
Education
Northeastern University
Current BA Student, Human Resources
State of New Hampshire Certification 1988 — 1993
Real Estate Appraisal Certification
Fidelity Investments April 2015 - Present
Wolf & Company, P.C. September 2013 - April 2015
V & F Enterprises Inc May 2010 - November 2012
Remote Quality Bookkeeping December 2011 - July 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Reporting, Microsoft Office, Valuation, Customer Service, Social Media, Due Diligence, Mergers, Team Leadership, Photoshop, Facebook, Strategic Planning, Business Strategy, Entrepreneurship, Analysis, Leadership, Account Reconciliation, Access, Accounting, Salesforce.com, Time Management
Education
Northeastern University 2013 — 2014
Graduate School of Professional Accounting, Finance and Management
Stonehill College 2009 — 2013
Bachelor of Science (BS), Accounting and Economics
University of International Business and Economics 2011 — 2011
Study Abroad Program, International Business and Economics
Acton-Boxborough
High School
Convergex November 2006 - Present
Exis Capital Management August 2006 - November 2006
Brown Brothers Harriman June 2003 - August 2006
Fidelity Investments January 2002 - June 2003
Skills
Equities, Trading, Bloomberg, Securities, Equity Trading, Electronic Trading, Trading Systems, Hedge Funds, FX Options, Series 7, Portfolio Management, Equity Derivatives, Financial Markets, Commodity, Mutual Funds, Series 63, Capital Markets, Market Data, Options, Trading Strategies, Emerging Markets, Alternative Investments, Asset Management, Back Office, Derivatives, Prime Brokerage, ETFs, Settlement, Traders, ADRs, Currency, Foreign Exchange, Electronic Trading..., Algorithms, Trade Cost Analysis, Trade Analytics, Investments, Finance, Financial Services, FINRA, Risk Management, Investment Banking, Financial Analysis, Equity Research
Education
Northeastern University 1998 — 2003
Bachelor of Science, Finance
Staples October 2014 - July 2015
Philips Home Monitoring / Philips Lifeline - Adecco August 2010 - August 2014
State St. Bank / Keane - NTT June 1998 - February 2010
Fidelity Investments 1995 - 1998
Brown Brothers Harriman 1981 - 1995
Skills
Project Management, SDLC, Financial Services, Quality Assurance, Software Project..., Securities, Infrastructure, Management, Requirements Analysis, Project Planning, Business Analysis, Leadership, IT Strategy, Global Custody, User Acceptance Testing, Business Process..., Business Process, Requirements Gathering, Vendor Management, Visio, Integration, Cross-functional Team..., Program Management, Team Building, Mergers & Acquisitions, Change Management, Strategic Planning, Project Portfolio..., SQL, Risk Management, MS Project, Business Requirements, Analysis
Education
Northeastern University
BS
Biogen Idec May 2014 - Present
RBS Citizens July 2013 - May 2014
RBS Citizens, NA July 2011 - July 2013
Iron Mountain May 2011 - July 2011
Genzyme Corporation November 2006 - May 2011
Genzyme Corporation February 2003 - November 2006
Securitas Security Services USA, Inc. January 2002 - February 2003
Fidelity Investments December 1999 - January 2002
First Security Services Corporation 1994 - 1999
First Security Services Corporation 1992 - 1994
Skills
Business Continuity, Security Management, Risk Assessment, Crisis Management, Risk Management, Business Continuity..., Incident Management, Security, Change Management, Corporate Security, Emergency Management, Project Portfolio..., Operational Risk..., Information Security, Security Audits, Disaster Recovery, Private Investigations, Physical Security, Policy, Process Improvement, Enterprise Risk..., Investigation, Vulnerability Assessment, Security Operations, Security Awareness, Risk Analysis, Internal Investigations, Fraud, Surveillance, Governance, Information Security..., IT Audit, Protection, Financial Risk, Access Control, CISSP, Executive Protection
Education
University of San Diego School of Law 1989 — 1992
J.D.
Northeastern University 1983 — 1988
B.S., Criminal Justice
United Way Mass Bay & Merrimack Valley December 2010 - Present
United Way Mass Bay & Merrimack Valley September 2006 - December 2010
Fidelity Investments February 1996 - April 2006
BayBank December 1985 - February 1996
Atex Inc 1985 - 1985
Nixdorf Computer 1978 - 1985
Skills
Program Management, Relationship Management, Project Management, Data Center, Business Development, Management, Vendor Management, Microsoft Office, Service Delivery, Networking, Process Improvement, Leadership, Strategic Planning, Software Installation, SDLC, Business Analysis, Change Management, Customer Service, Risk Management, Strategy, Team Leadership, Fundraising, Project Portfolio..., Market Research, Product Management, Cross-functional Team..., Marketing, Marketing Strategy, CRM, Operations Management, Outsourcing, Analysis, Analytics, Event Planning, Team Building, Training, Business Strategy, Data Analysis, Telecommunications, Project Planning, Organizational..., Salesforce.com, Budgets, Time Management, Account Management, Leadership Development, Business Process..., Nonprofits, Start-ups, Contract Negotiation
Education
Northeastern University 1974 — 1992
Arlington High School
ITG July 2012 - Present
EMC February 2011 - July 2012
SeaChange International January 2010 - September 2010
Fidelity Investments June 2009 - August 2009
Citi December 2007 - August 2008
Skills
JSP, C++, SQL, C#, Web Development, Java, ASP.NET, REST, OOP, Microsoft SQL Server
Education
Northeastern University 2008 — 2010
MS, Computer Science
University of Mumbai 2003 — 2007
BE, Computer Engineering
GMO September 2011 - Present
Ocean Gate Capital Management, LP June 2007 - July 2011
Fidelity Investments May 2006 - June 2007
Skills
Mutual Funds, Hedge Funds, Treasury, Business Development, Manage Client..., Fund Of Funds, Start-ups, Financial Reporting, Finance, Asset Management, Trade Operations, Derivatives, CRM
Education
Northeastern University 2001 — 2006
Business, Finance
Chase paymentech (via Collabera) December 2014 - Present
Bosch/FHP Manufacturing [through BHE Consulting] June 2014 - July 2014
Bosch/FHP Manufacturing [through BHE Consulting] February 2014 - April 2014
Fidelity Investments March 1999 - December 2013
GTE Data Services September 1991 - January 1999
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Windows, Microsoft Word, Research, English, Outlook, Teaching, Perl, COBOLII, Sybase SQL Anywhere, Unix, VMS, TSO, JCL, DCL, Subversion, Control-M, SDLC, Agile Methodologies, Business Analysis, Requirements Analysis, Requirements Gathering, Business Requirements, Software Project..., Program Management, SQL, C++, Software Development, Java, Databases, Testing, Editing, Test Cases
Education
Northeastern University 1984 — 1985
VAX Assembler I, II, III
Shawsheen Valley Regional Vocational Technical School 1979 — 1983
Data Processing
Boston University
C++ for non-C programmers
Sun Educational Services
Perl programming
Mercer February 2002 - Present
Ziptr March 2010 - October 2010
Putnam Investments 2002 - 2005
ProAct Corporation May 1998 - February 2002
Interlynx Technology May 1998 - October 2000
Fidelity Investments June 1997 - May 1998
Skills
Scrum, Architecture, Product Development, Software Development, Agile, Enterprise Architecture, SOA, J2EE, XML, Java, Agile Project Management, Web Services, Application Architecture, AJAX, Unix, UML, WCF, SQL, .NET, Integration, C#, ASP.NET, Solution Architecture, SDLC, Waterfall, HTML, Application Development, Outsourcing, SQL Server, Program Management, Product Management, Web Applications, Software Design, Software Project..., Object Oriented Design, Design Patterns, System Architecture, Technical Leadership, Java Enterprise Edition, Agile Methodologies, Microsoft SQL Server, IIS
Education
Northeastern University 1995 — 1997
MS, Computer Engineering
Sardar Patel College Of Engineering - University of Mumbai 1991 — 1995
BS, Electrical Engineering
Udayachal
Securian Financial Group October 2012 - Present
DMG Financial Group March 2010 - October 2012
AXA Advisors January 2009 - March 2010
Fidelity Investments June 2006 - December 2006
Skills
401k, Securities, Series 7, Insurance, Wealth Management..., Investments, Retirement Planning, Retirement, Time Management, Small Business, Disability Insurance, Financial Services, Long-term Care, Financial Analysis, Mutual Funds, Strategic Financial..., Sales, Estate Planning, Life Insurance, Analysis, Finance, Coaching, Research, Fixed Annuities, Wealth Management, Nonprofits, Uniform Combined State...
Education
Northeastern University 2003 — 2008
Business Administration, Finance & Entrepreneurship
Fidelity Investments October 2007 - Present
Fidelity Investments August 2000 - October 2007
Fidelity Investments August 1992 - August 2000
Education
Northeastern University 1987 — 1992
BS, Finance
Fidelity Investments June 2012 - Present
Skills
Legal Research, Legal Writing, Corporate Law, Insurance, Policy, Employee Benefits
Education
Suffolk University - Sawyer Business School 2009 — 2010
MBA
Suffolk University Law School 2006 — 2010
JD
Northeastern University 1999 — 2004
BS
HobbsMadison Consultant to Navigate Fund Solutions April 2015 - Present
DST Retirement Solutions February 2014 - April 2015
Fidelity Investments September 2013 - January 2014
citi 2010 - 2013
Bank Of America March 2008 - November 2008
SSgA Interactive August 2007 - January 2008
State Street Bank and Trust October 2006 - April 2007
New England College of Finance April 2002 - September 2006
MFS Investment Management November 1986 - June 2006
Kidder Peabody April 1980 - April 1985
Skills
Risk Management, Business Analysis, Mutual Funds, Requirements Analysis, Wealth Management, Trading, Alternative Investments, Systems Analysis, Risk, Fixed Income, Hedge Funds, Vendor Management, Process Improvement, Customer Relations, PMP, Analysis, Management, Back Office, Derivatives, Requirements Gathering, Strategy, Strategic Financial..., Project Management, Databases, Customer Service, Visio, Business Requirements, Trading Systems, Financial Risk, Finance, Agile Methodologies, Investments, User Acceptance Testing, Investment Management, Portfolio Management, Asset Managment, Software Documentation, Financial Services, Team Building, Leadership, Operations Management, Training, Securities, Quality Assurance, SDLC, Banking, Equities, Asset Management, Financial Analysis, Relationship Management
Education
Northeastern University
BS/BA, History
Fidelity Investments September 1996 - Present
Staples September 1994 - September 1996
ProtoCare August 1991 - August 1994
Skills
Business Analysis, Project Management, SDLC, Process Improvement, Requirements Analysis, Risk Management, Analysis, Financial Analysis, Leadership, Financial Services, Linux, Windows, Oracle, Unix, Agile Methodologies, Databases
Education
Northeastern University 1980 — 1981
None, Computer Science
Milton High School 1973 — 1976
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Digital Realty Trust December 2010 - Present
Fitzemeyer & Tocci Assoc. Inc. January 2009 - December 2010
Fidelity Investments 2004 - 2008
EYP Mission Critical Facilities 1996 - 2004
Skills
Electrical Engineering, Data Center, Electricians, Facilities Management, UPS systems, Power Distribution, Construction, Vendor Management, HVAC, Energy Management, Project Planning, Engineering, Construction Management, LEED, Architecture, Integration, Disaster Recovery, Energy Efficiency, Building Management..., Energy Audits, Telecommunications, Troubleshooting, Business Continuity, Visio, MS Project, Generators, Infrastructure, Building Automation, Sustainable Design, MEP, LEED AP, Energy Conservation, Uptime Institute -..., Microsoft Project
Education
Northeastern University 1983 — 1988
BSEET
Ascentria Care Alliance October 2014 - Present
Ascentria Care Alliance July 2014 - August 2014
Philips Lifeline April 2006 - March 2014
Lifeline Systems, Inc, August 2002 - March 2006
Thermo Electron Corp. November 2001 - July 2002
Fidelity Investments June 1999 - September 2001
Skills
Forecasting, Cross-functional Team..., Financial Analysis, Process Improvement, Finance, Financial Modeling, Analysis, Data Analysis, Healthcare, Business Analysis, Budgets, Managerial Finance, Mergers & Acquisitions, Business Development, Competitive Analysis, Strategic Planning, Leadership, Business Process..., Strategy, Product Management, Business Strategy, Six Sigma, Operations Management, Project Management, Team Building, Contract Negotiation, Management, Business Planning, Start-ups, Pricing, Expert Model builder..., Scenario Planning, Scenario Analysis
Education
Framingham State University 1998 — 2001
MS, Business Administration
Northeastern University 1988 — 1992
BS, Finance
DST Retirement Solutions January 2015 - Present
Simmons College August 2013 - January 2015
Boston Financial Data Services July 2006 - July 2013
CitiStreet July 2004 - July 2006
Federated Investors October 1999 - July 2004
Zurich Scudder Investments 1997 - 1999
Fidelity Investments 1995 - 1995
Fidelity Investments 1995 - 1995
Skills
Instructional Design, Adult Education, Instructor-led Training, Training Delivery, Curriculum Design, Adobe Connect..., Qualified Retirement..., Articulate Suite, Captivate 6, Adobe Connect, Training, Needs Analysis, Blended Learning, Captivate, Learning Management..., Leadership, Visio, Creative Writing, Leadership Development, Camtasia, ADDIE, E-Learning, Learning Management, Performance Consulting, Lectora, Workshop Facilitation, SnagIt, Hands-on Training, Adult Learning Theory, Moodle, Employee Training, Organizational..., Technical Writing, Distance Learning, Staff Development, Instructional Technology, Knowledge Management, Career Development, Technical Training
Education
University of Massachusetts Boston 2008 — 2013
Master of Education (M.Ed.), Instructional Design
Northeastern University 1998 — 2001
Bachelor of Science, Education
Riverside High School 1982 — 1985
Virtual Training- NetSpeed
Fidelity Investments November 2012 - Present
Fidelity Investments June 2011 - November 2012
Fidelity Investments May 2009 - June 2011
Fidelity Investments February 2005 - November 2008
Fidelity Investments January 2004 - February 2005
Fidelity Investments February 2000 - January 2004
Fidelity Investments August 1999 - February 2000
Fidelity Investments November 1996 - August 1999
Fidelity Investments 1993 - 1996
Skills
Employee Benefits, Deferred Compensation, HRIS, Benefits Administration, Employee Relations, Onboarding, Employee Engagement, Human Resources, Strategy, Business Planning, Management, Leadership
Education
Northeastern University
Bachelor of Science (B.S.), Business Administration and Management, Finance
Fidelity Investments March 2006 - Present
ADP Retirement Services February 2003 - March 2006
Scudder Investments September 1998 - February 2003
Skills
Risk Management, Investment Advisory, Retirement, Securities, Financial Services, 401k, Mutual Funds, Relationship Management, Retirement Planning, FINRA Series 7 and 63, Asset Allocation, Investments, Wealth Management, Series 6, Asset Management, Alternative Investments
Education
Northeastern University 1995 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services
University of Rhode Island - College of Business Administration 1988 — 1992
Bachelor of Science (BS), Finance
OMAM (Old Mutual Asset Management) March 2015 - Present
Old Mutual Asset Management September 2013 - Present
State Street Investment Analytics September 2008 - August 2013
Fidelity Investments September 2006 - June 2008
Investors Bank & Trust May 2005 - June 2006
Skills
Microsoft Excel
Education
Northeastern University 2000 — 2005
BSBA, Finance/Entrepreneurship
Harvard Management Company January 2014 - April 2015
Harvard Management Company August 2012 - December 2013
Fidelity Investments March 2010 - August 2012
SSGA - State Street Global Advisors March 2007 - March 2010
State Street Global Advisors June 1997 - March 2007
Skills
Enterprise Architecture, Market Data, Integration, Equities, Fixed Income, Vendor Management, Enterprise Software, Financial Markets, Strategy, SDLC, Data Modeling, Hedge Funds, Asset Management, Executive Management, Master Data Management, Enterprise Data, Tableau, Strategic Visionary, Sybase, Business Analysis, Business Process..., Oracle, Project Management, Program Management, Management, Data Warehousing, Bloomberg, Asset Managment, Portfolio Management, Securities, Web Services, Information Architecture, Software Development, Database Design, Database Management, Creative Vision, Systems Engineering, Architecture, Application Architecture, Team Building, Business Strategy, MSQL, Abinitio, Informatica, Trading Systems, Business Intelligence
Education
University of Massachusetts at Lowell 1997 — 1999
BS, Information Systems, Math
Northeastern University 1982 — 1987
Electrical Engineering
Boston Private Bank May 2013 - Present
Massachusetts Department of Public Health - Office of Emergency Medical Services 2001 - Present
Manulife Financial August 2009 - May 2013
Liberty Mutual Insurance June 2002 - July 2009
Fidelity Investments 1995 - 2002
Skills
LDRPS, Crystal Reports, NotiFind, Lenel, Assurance
Education
Northeastern University 1995 — 1998
B.A., Security Management
EMPOWER Retirement September 2008 - Present
Putnam Investments July 2004 - August 2007
Fidelity Investments December 2000 - June 2004
Skills
Management, Investments, Sales Operations, Retirement, Account Management, Sales, Team Building, 401k, Retirement Planning, Mutual Funds, Pensions, Series 63
Education
Northeastern University 1980 — 1985
Bachelor's of Science, Communication and Media Studies
Forward Financing July 2015 - Present
Enservio September 2014 - July 2015
Fidelity Investments April 2014 - September 2014
Fidelity Investments August 2012 - April 2014
BeaconLive Communications January 2011 - July 2011
Advanced Resources Marketing January 2010 - July 2010
Skills
Social Media, Facebook, Salesforce.com, Constant Contact, Excel, PowerPoint, Customer Service, Blogging, Healthcare, Leadership, Management, Microsoft Excel, Marketing, Microsoft Office, Microsoft Word, InDesign, Sales, Business Development, Public Speaking
Education
Northeastern University 2007 — 2012
Bachelor of Science; Dual, Business Administration; Marketing and Management
walpole high
Fidelity Investments April 2015 - Present
Fidelity Investments September 2011 - April 2015
Fidelity Investments February 2008 - September 2011
Fidelity Investments August 2006 - February 2008
Skills
Financial Services, College Recruiting, Applicant Tracking..., Onboarding, Financial Analysis, Mutual Funds, Talent Acquisition, Recruiting, Sourcing, Human Resources, Interviews, Talent Management, Hiring, Networking, Strategic Sourcing, Social Media, Taleo, Asset Management
Education
Northeastern University 2001 — 2006
Bachelor's Degree, Business Administration
University of Massachusetts Boston 2009 — 2011
Master of Business Administration (M.B.A.), Human Resources
RAD Data Communications September 2015 - Present
PeerApp February 2011 - September 2015
Comverse Inc June 2004 - February 2011
Spectel (Now Avaya) Spectel Inc. (Now Avaya) October 2002 - July 2003
Comverse June 2000 - October 2002
Comverse Inc January 1997 - January 2002
Comverse August 1997 - June 2000
Fidelity Investments January 1996 - January 1997
Bolt Beranek & Newman January 1989 - January 1996
US Navy January 1984 - January 1988
Skills
Telecommunications, Cross-functional Team..., CRM, Sales Operations, Sales, SIP, Mobile Devices, Wireless, VoIP, Forecasting, Integration, Software Development, Start-ups, Leadership, Team Leadership, Pre-sales, Proposal Writing, SaaS, Product Management, Selling
Education
Northeastern University 1988 — 1995
BSBA
New England Institute of Technology October 2014 - Present
Harvard University May 2010 - October 2014
Harvard University FAS IT October 2008 - May 2010
Harvard University FAS IT 2006 - October 2008
Thomson Reuters 2000 - 2006
State Street 1998 - 2000
Fidelity Investments 1997 - 1998
State Street 1996 - 1997
MIT Lincoln Laboratory 1989 - 1996
US Army Signal Corp. 1984 - 1988
Skills
Technical Leadership, Disaster Recovery, Linux, Cisco Technologies, Network Design, Data Center, IT Management, Security, IT Strategy, Information Technology, TCP/IP, Network Architecture, Virtualization, Unix, ITIL, Solaris, Network Engineering, Network Security, Vendor Management, Cloud Computing, VMware, Infrastructure, Networking, System Administration, Switches
Education
Harvard Business School Executive Education Program 2007 — 2007
Certificate, Executive Education Program: Delivering Information Systems
Northeastern University 1995 — 2001
BS, Operations Management
Northeastern University 1988 — 1995
AS, Telecommunications
Imprivata October 2014 - Present
CA Technologies March 2012 - October 2014
CA, Inc. April 2008 - March 2012
CA, Inc. April 2006 - April 2008
CA November 2004 - April 2006
Netegrity, Inc. April 2004 - November 2004
Netegrity, Inc. June 1999 - April 2004
Virtual Ink, Corp. February 1999 - June 1999
Analogic Corp. May 1998 - February 1999
Fidelity Investments April 1997 - April 1998
Skills
Cloud Computing, Security, Windows, Databases, Technical Writing, SaaS, Scrum, Agile, Team Building, Mentoring, Enterprise Software, Content Management, Identity Management, Product Development, Software Project..., Excel, Microsoft Office, SharePoint, Agile Methodologies, Enterprise Architecture, Online Help, Integration, Microsoft Excel, Software Development, Unix, Leadership, XML, Management
Education
Northeastern University 1989 — 1994
BS, English
First Marblehead Corporation March 2014 - Present
First Marblehead Corporation June 2013 - March 2014
First Marblehead Corporation August 2012 - June 2013
The First Marblehead Corporation January 2007 - August 2012
First Marblehead Corporation April 2005 - January 2007
Fidelity Investments December 1998 - April 2005
Education
Northeastern University
B.S.
Fidelity Investments February 2014 - Present
Fidelity Investments January 2010 - December 2012
Fidelity Investments May 2006 - December 2009
Fidelity Investments 2000 - 2005
Fidelity Investments 1996 - 1999
Fidelity Investments 1994 - 1995
Skills
Network Design, Capacity Planning, Network Architecture, Data Center, Network Engineering, Disaster Recovery, Multimedia Deployment, Network Performance..., OPNET, Predictive Modeling, WAN Optimisation, eHealth, Netscout, Project Planning, Executive-level..., Application Performance..., New Technology..., Virtualization, Project Management, Network Monitoring Tools, Vendor Management, Network Security, IT Strategy, Cloud Computing, Cisco Technologies, ITIL, Enterprise Architecture, Management, Business Continuity..., SDLC, Networking, Visio, IT Operations, TCP/IP, IT Management, Strategy, Budgets, Integration, Business Continuity, Infrastructure, Information Security, IT Service Management, Security, Solution Architecture, Service Delivery, Servers, Load Balancing, Software Documentation, Statistical Data..., Data Visualization
Education
Northeastern University
BA
The Boston Company Asset Management 2006 - Present
The Boston Company 2006 - Present
Fidelity Investments June 2003 - February 2006
Education
Northeastern University 1997 — 2002
Business, Management
Fidelity Investments February 2009 - Present
Fidelity Investments December 2005 - January 2009
Fidelity Investments October 2004 - November 2005
Fidelity Investments August 2003 - September 2004
i2 technologies 1999 - 2001
Skills
Payroll, Business Analysis, Analysis, System Design, Employee Benefits, Human Resources, Insurance, Lotus Notes, Software Documentation, Access, Call Center, Data Analysis, Oracle E-Business Suite, PeopleSoft, Quality Assurance, Requirements Analysis, Visio, User Acceptance Testing, Data Center, SQL, PL/SQL
Education
Southern New Hampshire University 2001 — 2006
BS, Information Technology
Northeastern University
Putnam Investments 2013 - Present
Putnam Investments August 2000 - 2012
Fidelity Investments 1996 - 1998
Skills
Investments, Asset Allocation, Alternative Investments, Equities, Fixed Income, Hedge Funds, Mutual Funds, Asset Management, Investment Management
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), Analytic Finance
Northeastern University 1991 — 1996
BS, Finance
Mitre May 2007 - Present
General Dynamics C4 Systems July 2003 - May 2007
eXstream Solutions 2000 - 2001
Fidelity Investments 1999 - 2000
Skills
Software Engineering, Software Development, System Architecture, Java, Perl, Object Oriented Design, C++, XML, Linux, Agile Methodologies, Systems Engineering, Distributed Systems
Education
Worcester Polytechnic Institute 2005 — 2006
MS, Computer Science
Northeastern University 1998 — 2003
BS in Computer Science; minor in Business, Cum Laude
Fidelity Investments March 2001 - Present
Skills
Windows Server, Technical Support, Active Directory, ITIL, Incident Management, Vendor Management, Process Improvement, Unix, Problem Management, F5 BigIP, Networking, IT Operations, HP Service Manager, F5 Traffic Management...
Education
Northeastern University 1992 — 1995
Solarflare Communications July 2014 - Present
Mellanox Technologies November 2012 - July 2014
Fujitsu Network Communications March 2012 - November 2012
Alcatel-Lucent 1995 - March 2012
The Seat Swap November 2009 - August 2010
CrossComm 1994 - 1995
Sun Life Financial 1989 - 1994
Fidelity Investments 1987 - 1989
Lee Data Corporation 1985 - 1987
Skills
Pre-sales, Sales Operations, Sales, Sales Management, Telecommunications, Solution Selling, VoIP, Managed Services, Cloud Computing, Product Management, IP, Strategic Partnerships, Ethernet, Account Management, Professional Services, Channel, Enterprise Software, Wireless, Mobile Devices, SIP, Network Design, Channel Partners, SaaS, Data Center, Team Leadership, Product Marketing, Integration, Go-to-market Strategy, Program Management, Telephony, Unified Communications, Business Development
Education
Northeastern University 1984 — 1986
Control Data Institute 1982 — 1984
Partnership HealthPlan of California February 2011 - Present
Self-employed January 2009 - Present
Ubisoft June 2010 - October 2010
GreenPoint Mortgage January 2007 - December 2008
Fidelity Investments April 1991 - December 2002
Education
Northeastern University 1999 — 2001
AS
William Beaumont Hospital January 2011 - June 2014
Karmanos Cancer Institute December 2009 - December 2010
Newton-Wellesley Hospital September 2008 - June 2009
Fidelity Investments October 2000 - May 2008
Skills
General Surgery
Education
Massachusetts General Hospital Institute of Health Professions
BS, Nursing
Northeastern University
BS, Liberal Arts/Business Minor
Fidelity Investments 2012 - 2013
Education
Northeastern University
Partners HealthCare October 2014 - Present
Partners Community Healthcare, Inc October 2012 - October 2014
Partners Community HealthCare, Inc May 2010 - October 2012
Partners Healthcare System March 2008 - May 2010
World Congress March 2007 - March 2008
Northeast Human Resource Association August 2006 - March 2007
Fidelity 2004 - 2006
Fidelity Investments 2004 - 2006
Skills
Healthcare, Event Planning, Event Management, Management, Program Development, Customer Service, PowerPoint, Software Documentation, Research, Data Analysis, Analysis, Public Speaking, Program Management
Education
Providence College 1996 — 2000
B.S, Management
Northeastern University
Certificate in Meeting/Event Management
Fidelity Investments September 1998 - Present
MetroWest Medical Center October 1994 - 1998
Skills
Process Scheduler
Education
Northeastern University 1972 — 1983
Associate In Science, Radiography
Fidelity Investments March 2013 - Present
Fidelity Investments 1999 - March 2013
Skills
Incident Management, Servers, Disaster Recovery, ITIL, Vendor Management, Active Directory, IT Service Management, Process Improvement, Business Analysis
Education
Northeastern University 1990 — 1994
Voya Financial January 2015 - Present
New York Life Insurance Company June 2009 - November 2014
Fidelity Investments Institutional Services March 2006 - June 2009
Fidelity Investments July 1987 - June 2009
Skills
Financial Services, Business Analysis, Vendor Management, Program Management, SDLC, Wealth Management, Retirement, Project Management, Requirements Analysis, Process Improvement, Product Development, Agile & Waterfall...
Education
Northeastern University 1982 — 1987
Bachelor of Science (B.S.), Psychology
Braintree High School 1979 — 1982
Fidelity Investments January 2009 - Present
Fidelity Investments January 2006 - December 2008
Eleven Technology 2001 - 2006
iXL 2000 - 2002
Edgewater Technology 1996 - 1999
Vectis corporation 1996 - 1998
Skills
Agile Methodologies, Software Development, SDLC, Software Project..., Management, Leadership, Business Development, Pre-sales, Architectures, Vendor Management, Business Analysis, Requirements Analysis, Sales Operations, Enterprise Architecture, Business Intelligence, SaaS
Education
Northeastern University
Bachelor of Science (B.S.), Computer Science
Fidelity Investments October 2008 - Present
Fidelity Investments 1994 - 2004
University Hospital July 1987 - May 1994
Skills
Executive Protection, Emergency Medical..., Operations Management, Corporate Security, Security Management, Physical Security, Security, Emergency Management, Training, Emergency, Private Investigations, Contingency Planning, Business Continuity, Security Operations, Security Audits, Risk Assessment, Investigation, Risk Management, Policy, Crisis Management, Program Management, Surveillance, Leadership, Incident Management
Education
Northeastern University 1982 — 1987
Bachelor of Science Degree, Criminal Justice
SimpliVity Corporation July 2014 - Present
SimpliVity Corporation October 2013 - Present
Sepaton October 2004 - August 2013
Davis Publications 1994 - 2004
Ontos, Inc February 1992 - September 1994
H.C. Miller Woodworking September 1988 - February 1992
Fidelity Investments September 1986 - September 1988
Skills
Microsoft Dynamics, Month-End Close, System Implementation, Sales Tax Management, Avatax, Account Reconciliation, Payables and Receivables, Cash Management, Fixed Asset Accounting, Financial Reporting, Management Reporting, General Ledger
Education
Northeastern University
B.S.B.A., Accounting
Twitter August 2013 - Present
Financial Technology Partners October 2008 - November 2012
Morgan Stanley January 2007 - June 2007
GE Healthcare January 2006 - July 2006
Fidelity Investments January 2005 - June 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Capital IQ, Corporate Finance, DCF, Mergers, Data Analysis, Pivot Tables, Salesforce.com, DCF Valuation, Capital Raising, Business Strategy, Financial Technology, Payments, Entrepreneurship, LBO, Mergers & Acquisitions, Essbase, Concur
Education
Northeastern University 2004 — 2008
BSBA, Finance and Marketing
The Crosby Company of New Hampshire June 2015 - Present
BlueLine Associates July 2013 - June 2015
Fidelity Investments May 1999 - August 2012
Salary.Com (formally GENESYS Software Systems) October 1995 - April 1999
Skills
Agile Methodologies, Visio, SDLC, Business Analysis, Software Project..., Requirements Gathering, Requirements Analysis, Program Management, Oracle, Quality Assurance, Project Management, Testing, Vendor Management, Software Documentation, Waterfall, Management, CRM, Databases, PMP
Education
Northeastern University 1988 — 1990
Computer Science, Business Administration
Hays Companies October 2012 - Present
Fidelity Investments July 2003 - June 2012
Skills
Retirement, Employee Benefits, Process Improvement, Defined Benefit
Education
Northeastern University 2010 — 2014
Master of Business Administration (M.B.A.)
Skidmore College 1998 — 2003
Bachelor of Arts (B.A.), Mathematics
Fidelity Investments May 2006 - Present
Veritude May 2003 - April 2007
Fidelity Investments December 2000 - March 2003
John Harvard's Brew House April 1996 - October 1999
Hoyt's Cinemas August 1995 - March 1996
Clean Harbors Inc. March 1991 - July 1995
Skills
Finance, Accounting, Financial Analysis, Microsoft Excel, Budgets, Financial Planning, Analysis, Financial Modeling, Process Improvement, Project Management, Business Analysis, Business Testing
Education
Northeastern University 1985 — 1990
BA, Accounting/Management
CVS Pharmacy June 2009 - Present
Fidelity Investments 2007 - 2008
Fidelity Investments 2001 - 2007
InterPay, Inc. 1998 - 2001
State Street 1990 - 1998
Skills
Cross-functional Team..., Process Improvement, Human Resources, Program Management, CRM, Strategy, Talent Acquisition, Change Management, Project Management, Leadership, Vendor Management, Management, Teamwork, Business Analysis
Education
Northeastern University
Bachelor of Science in Business Administration, Finance, Concentration: Investment Management and Analysis
FTG Technologies July 2013 - Present
EMC May 2010 - February 2013
Fidelity April 2008 - December 2008
Fidelity Investments April 2008 - December 2008
Sullivan & McLaughlin Telecommunications Co September 2007 - April 2008
Thomson Financial January 1998 - August 2007
Thomson Financial Services 1998 - 2007
Mahon Communications June 1990 - January 1998
Mahon Communications January 1990 - January 1995
Jetka Enterprises September 1987 - April 1990
Skills
Avaya, Cisco Technologies, Project Management
Education
Northeastern University 2000 — 2012
Business
Northeastern University August 2006 2000 — 2006
Associates Degree, Business Management
State of the Art
Northeastern University
Bachelors, Business Management
Catholic Memorial High School
Fidelity Investments September 2000 - Present
Fidelity Investments 2000 - 2011
State Street /Global lAdvisors 1997 - 2000
Banyan Systems Inc. 1990 - 1996
DRI/McGraw Hill 1982 - 1990
Skills
Testing, Project Management, Business Analysis, SQL, SDLC, Quality Assurance, Program Management, Software Development, Visio, Requirements Analysis, Process Improvement, SharePoint, Software Documentation, MS Project, Six Sigma, Unix, Software Project..., SAP R/3, Solution Implementation, New Client...
Education
Chelmsford High School 1975 — 1979
Northeastern University
Fidelity Investments December 2010 - Present
Oco, Inc. August 2010 - September 2010
State Street Bank & Trust Company April 2008 - February 2009
Skills
Recruiting, Human Resources, Asset Management, Securities, Business Intelligence, Investments, Business Analysis, Financial Modeling, Management, Financial Analysis
Education
Northeastern University 2009 — 2010
Masters, Leadership/Human Resources
Northeastern University 2005 — 2008
Bachelor, Business Administration & Management
Chatsworth Collections June 2013 - Present
Diamond-Roltran, LLC April 2013 - June 2013
Bullock's Nursing Service June 2012 - April 2013
Temporary Administrative Assignments June 2011 - October 2012
State of New Hampshire Project December 2008 - May 2011
Fidelity Investments February 1996 - June 2008
Teradyne 1986 - 1989
Teradyne (GenRad) 1984 - 1987
Skills
Strong communication,..., Editing and..., Budgets, Management, Healthcare, Negotiation, Event Planning, Human Resources, Marketing, Outlook, Project Coordination, Data Entry, Project Planning, Change Management, Time Management, Job Costing
Education
Northeastern University 1982 — 1985
College Courses, Business courses: Marketing, Finance and Human Resources
Fidelity Investments - Strategic Advisers July 2015 - Present
Fidelity Investments-Strategic Advisers November 2011 - Present
Fidelity Investments December 2007 - November 2011
Fidelity Investments March 2006 - December 2007
State Street June 2002 - February 2006
Skills
Mutual Funds, Bloomberg, Financial Services, Equities, Asset Management
Education
Northeastern University
Master of Business Administration (MBA)
Northeastern University 1997 — 2002
BS, Business Administration
St. Johns Prep 1993 — 1997
Fidelity Investments August 2011 - Present
Merkle Inc November 2009 - August 2011
Wellington Management July 2005 - May 2009
Fidelity Investments November 2003 - July 2005
Teradyne February 1999 - October 2003
Epsilon 1999 - 1999
Skills
Business Analysis, Oracle, Process Improvement
Education
Northeastern University 1997 — 1999
Masters, Information Systems
Fidelity Investments June 1998 - Present
First Data Corp. January 1994 - July 1997
Skills
Series 7, Financial Statements, Investments, Account Reconciliation, Portfolio Management, Mutual Funds, Financial Risk, Finance, Risk Management
Education
Northeastern University
Bachelor's Degree, Finance (Economics), Graduated "Cum laude"
Brown Brothers Harriman December 2013 - Present
Citizens Bank May 2013 - December 2013
State Street Bank February 2007 - April 2012
Bank of America October 1996 - February 2007
Fidelity Investments October 1986 - October 1997
Skills
Sanction, Risk Management, OFAC, KYC, Mutual Funds, Financial Risk, AML, Bank Secrecy Act, Operational Risk..., USA PATRIOT Act, Banking, Compliance, Due Diligence, Financial Services, Operational Risk, Securities
Education
Northeastern University 1981 — 1986
Bachelor of Science, Pre-Law
Osprey Software Solutions Inc. March 2005 - Present
Raytheon Technical Services Company March 2005 - Present
Excelergy July 1998 - March 2005
Edgewater Technology, Inc. April 1995 - July 1998
Fidelity Investments October 1991 - March 1995
Education
Northeastern University
Computer Science
University of Massachusetts Boston
Computer Science
Fidelity Investments
Skills
SDLC, Process Improvement, Payroll, Business Analysis, Analysis, Software Documentation, Access, Requirements Gathering, Requirements Analysis, Business Process..., Microsoft Office, Customer Service, Microsoft Excel, Management, Leadership, Vendor Management
Education
Northeastern University
Bachelor of Science in Psychology/Anthropology
Fidelity Investments 2008 - Present
Fidelity Investments 2003 - 2008
Fidelity Investments 1995 - 2003
Education
Northeastern University 1978 — 1983
B.S., Finance/Management
Fidelity Investments June 2014 - Present
Fidelity Investments November 2013 - May 2014
Fidelity Investments March 2003 - October 2013
Fidelity Investments July 2001 - February 2003
Fidelity Investments April 1998 - June 2001
Western New England College 1996 - 1999
Skills
Series 63, Fixed Annuities, Financial Services, Series 6, CRM, FINRA, Securities, Capital Markets, Relationship Management, Life Insurance, Annuity License (all..., Employee Benefits, ETFs, Leadership, Series 7
Education
Suffolk University - Sawyer School of Management 2001 — 2003
MBA, Management
Northeastern University 1989 — 1991
MS, Criminal Justice/Security Administration
Saint Anselm College 1979 — 1983
BS
Bishop Feehan High School 1975 — 1979
Fidelity Investments Head of Finance and AccountingThe Crosby Company of New HampshireSeptember 2010 - Present
Education
Northeastern University
Master of Business Administration (M.B.A.)
Wellesley College
Bachelor’s Degree
Intuit July 2012 - December 2012
Fidelity Investments June 2011 - December 2011
Instron June 2010 - December 2010
Skills
Java, Programming, Interaction Design, User Interface Design, Research, Information Science, HTML, Information Technology, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Computer Science
Education
Northeastern University 2008 — 2014
Computer and Information Sciences, General
PAREXEL August 2010 - Present
IBM Global Business Services November 2008 - August 2010
Nokia August 2008 - February 2009
IBM Global Business Services September 2007 - August 2008
Fidelity Investments August 2004 - September 2007
MBI January 2002 - August 2004
Fidelity Investments October 2000 - November 2001
Primix Solutions December 1999 - October 2000
Bowne Internet Solutions June 1999 - October 1999
Fidelity Investments April 1998 - May 1999
Education
Tohoku University 1989 — 1992
PhD, Computational Fluid Dynamics, Chemical Engineering
Tohoku University 1987 — 1989
MS, Computational Fluid Dynamics, Chemical Engineering
Institute Of Process Engineering,Chinese Academy Of Sciences 1985 — 1986
MS, Chemical Engineering
Northeastern University 1981 — 1985
BS, Engineering
MaidPro House Cleaning North Shore of Massachusetts August 2009 - Present
United Realty Group September 2007 - February 2011
Fidelity Investments January 1990 - September 2000
Skills
Sales, Customer Service, Small Business, Marketing Strategy, Social Media Marketing, Sales Management, New Business Development, Marketing, Online Advertising, Online Marketing, Start-ups, Strategic Planning, Entrepreneurship, Email Marketing, Microsoft Excel, Account Management
Education
Boston University
Northeastern University
The Boston Company March 2006 - Present
The Boston Company 2006 - 2011
Fidelity Investments March 2003 - March 2006
Skills
Securities, Mutual Funds, Bloomberg, Hedge Funds, Series 7, Equities, Alternative Investments, Asset Management
Education
Northeastern University 1997 — 2002
Business, Management
The Baupost Group January 2015 - Present
Wellington Management September 2011 - January 2015
Brown Brothers Harriman July 2010 - December 2010
Fidelity Investments July 2009 - December 2009
Procter & Gamble July 2008 - December 2008
Education
Northeastern University 2006 — 2011
ACE USA February 2005 - Present
Fidelity Investments September 1998 - January 2005
Skills
Insurance, Enterprise Risk..., Risk Management, Underwriting, Mergers
Education
Northeastern University
Business Administration/Finance
Northeastern University
Masters in Business Administration
Citizens Financial Group, Inc. December 2014 - Present
Santander Bank, N.A. January 2013 - December 2014
Citibank 2006 - 2013
Mercedes Benz 2003 - 2006
Citigroup/Travelers 2001 - 2002
Fidelity Investments 1993 - 2001
Brown Rudnick 1991 - 1993
Skills
Relationship Management, Banking, Credit, Portfolio Management, Commercial Banking, Financial Services, Investments, Mutual Funds, Sales Management, Sales, Loans, Insurance, Negotiation, New Business Development, Business Development, Team Building, Customer Service, Lead Generation
Education
Northeastern University 1986 — 1991
Algonquin Regional High School 1982 — 1986
Fidelity Investments Senior Vice PresidentScudder InvestmentsAugust 1988 - December 2002
Ernst & Young September 1982 - March 1987
Education
Northeastern University 1981 — 1982
M.S., Accounting
Williams College 1976 — 1980
B.A., Economics
Primax March 2015 - Present
Arwood Machine Corp. November 2005 - March 2015
Technology Sales Inc. August 1997 - July 2005
Fidelity Investments September 1990 - July 1997
Skills
Revenue Recognition, Monthly Close, Microsoft Dynamics SL, Process Improvement, General Ledger, Accounting, GAAP, Financial Accounting, Microsoft Excel
Education
Northeastern University 1990 — 1995
MBA
U. Maine-Orono 1984 — 1988
BS Business Administration, Finance
DHS 1980 — 1984
Dunkin' Brands July 2013 - Present
Dunkin' Brands November 2012 - July 2013
Dunkin' Brands December 2010 - December 2012
PricewaterhouseCoopers September 2006 - November 2010
Wellington Management January 2005 - September 2005
Fidelity Investments January 2004 - June 2004
Skills
Financial Analysis, Essbase, Auditing, Accounting, Financial Reporting, Variance Analysis, Corporate Finance, Asset Managment, Finance, Financial Statement..., Hyperion Planning, Cash Flow Forecasting, Microsoft Excel, Forecasting, US GAAP, Financial Statements, Financial Services, GAAP, Investments, Cash Flow, Assurance, Payroll, Analysis, Internal Controls
Education
Northeastern University 2001 — 2006
BSBA, Finance and Accounting
Winnacunnet
Fidelity Investments July 2015 - Present
Fidelity Investments June 2012 - July 2015
Fidelity Investments December 2010 - June 2012
Baltimore Blast Major Indoor Soccer League January 2010 - April 2010
Skills
Research, Financial Analysis, Investments, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Financial Modeling, Customer Service, Data Analysis, Marketing, Marketing Communications
Education
Northeastern University 2015 — 2018
Master of Business Administration (MBA), Finance, General
The Joseph A. Sellinger 2008 — 2010
S.J. School; Bachelor of Business Administration, Business and Management; Marketing
Loyola University Maryland 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Garden City High School 2002 — 2006
Fidelity Investments February 1987 - April 2010
Fidelity Investments January 1987 - April 2010
Priority Services January 1993 - January 1997
Fidelity Investments January 1992 - January 1993
Brokerage Monetary Department January 1990 - January 1992
Fidelity Investments January 1988 - January 1990
Mutual Funds Service Department January 1987 - January 1988
Fidelity Investments January 1987 - January 1988
Education
Northeastern University
Bachelor of Science, Business Management
Fidelity Investments January 2012 - Present
Fidelity Investments September 2011 - Present
GONU TV November 2010 - Present
Northeastern University Women's Basketball September 2010 - Present
Fidelity Investments January 2011 - July 2011
Fidelity Investments January 2011 - July 2011
Elite Sports Physical Therapy April 2009 - July 2011
Education
Northeastern University 2008 — 2012
Communications, Business
Northeastern University
Bachelor of Arts, Communication Studies; Media Studies
Fidelity Investments August 2012 - Present
Fidelity Investments 2005 - 2012
Fidelity Investments 2003 - 2005
Fidelity Investments 1994 - 2003
The Boston Company / Mellon Trust 1990 - 1994
Skills
Asset Management, Management, Equities, Portfolio Management, Vendor Management, Fixed Income, Financial Services, Business Analysis, Mutual Funds, Asset Managment, SDLC, Process Improvement, Risk Management, Software Project..., Program Management, Requirements Gathering, Agile Methodologies, Software Development, IT Strategy, Relationship Management
Education
Northeastern University 1989 — 1990
MIS, Courses toward certified post grad MIS program
Northeastern University
Bachelor of Science, Business, Marketing
Peabody High School
The Poison Ivy Removal Company April 2003 - Present
Fidelity Investments October 1997 - October 2000
BASF Corporation May 1988 - March 1997
Skills
New Business Development, Entrepreneurship
Education
Northeastern University 1983 — 1992
Oregon State University 1979 — 1980
Fidelity Investments August 2015 - Present
Veritude April 2012 - August 2015
John Hancock Life Insurance Company (U.S.A.) November 2005 - November 2011
Manulife Financial June 2004 - November 2005
Manulife Financial November 1999 - June 2004
CSC Consulting 1992 - 1999
Skills
Microsoft Office, MS Project, Software Project..., Project Planning, Project Coordination, Project Implementation, Project Portfolio..., Project Estimation, Project Execution, Project Delivery, Risk Analysis, COBOL, Project Management, Business Requirements, Testing, Systems Analysis, Cross-functional Team..., Management, Leadership, Oracle, SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Vendor Management
Education
Northeastern University 1989 — 1991
BS, Management Information Science
Northeastern University
Fidelity Investments
Skills
Due Diligence, Risk Management, Financial Risk, Mutual Funds, Financial Services, Portfolio Management, Investments, Process Improvement, Vendor Management, Risk Assessment, Analysis, Business Analysis, Fraud, Leadership, Program Management, Management, Strategic Planning, Project Management, Private Investigations, Finance, Team Leadership, Anti Money Laundering, Banking
Education
Suffolk University
Master of Business Administration (MBA), Finance
Northeastern University
Bachelor's degree, Business Management & Marketing
Fidelity Investments October 2005 - Present
Two Ten Footwear Foundation April 2005 - October 2005
Two Ten Footwear Foundation January 2001 - April 2005
Education
Northeastern University 2007 — 2010
Master of Business Administration (M.B.A.), Marketing
University of New Hampshire 1995 — 1998
Bachelor of Arts (B.A.), International Affairs and Political Science
Stonyfield September 2013 - September 2014
Sterilite Corporation March 2011 - August 2013
Comcast February 2007 - February 2010
Riverstone Resources August 2004 - January 2007
ADP Totalsource February 2002 - January 2004
Fidelity Investments November 1999 - September 2001
Skills
Finance, Accounting, Microsoft Excel, PowerPoint, Access, Microsoft Word, Microsoft Office, SAP, SAP BPC, Essbase, Hyperion Financial..., Financial Services, Mutual Funds
Education
Northeastern University 1994 — 1999
Bachelor of Science (BS), Business Administration and Finance
Manchester High School West 1989 — 1993
Graduate, General
Fidelity Investments July 2014 - Present
YRC Freight July 2013 - December 2013
All Island Beverage May 2012 - July 2013
Skills
Bloomberg, Investments, Mutual Funds, Data Analysis, Financial Analysis, Report Writing, Internal Communications, Microsoft Office, Microsoft Excel, Project Management
Education
Northeastern University 2011 — 2016
Bachelor's Degree, Finance, General
Chaminade High School 2008 — 2011
FORUM Pharmaceuticals September 2014 - Present
BioMed Realty September 2009 - September 2014
Fidelity Investments September 1996 - July 2007
Education
Northeastern University