Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Brittany Edmonds Brittany Edmonds's Fidelity Investments Experience August 2012 - Present
Job Senior Executive Secretary at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments December 2011 - May 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Access, Leadership, Process Improvement, Teamwork, Software Documentation, Visio, SharePoint, Administration, Time Management, Event Management, Project Planning, Marketing, Team Building, Event Planning, Budgets, Lotus Notes, Vendor Management
Education
Southern New Hampshire University 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of New Hampshire-Manchester 2008 — 2011
Bachelor of Arts (B.A.), Communication, General
Plymouth State University 2006 — 2008
Bachelor of Arts (B.A.), Communication, General
Fidelity Investments August 2012 - Present
Fidelity Investments December 2011 - May 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Access, Leadership, Process Improvement, Teamwork, Software Documentation, Visio, SharePoint, Administration, Time Management, Event Management, Project Planning, Marketing, Team Building, Event Planning, Budgets, Lotus Notes, Vendor Management
Education
Southern New Hampshire University 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of New Hampshire-Manchester 2008 — 2011
Bachelor of Arts (B.A.), Communication, General
Plymouth State University 2006 — 2008
Bachelor of Arts (B.A.), Communication, General
Randy Manchester Randy Manchester's Fidelity Investments Experience April 1995 - July 2000
Job Senior Unix Administrator at Woods Hole Oceanographic Institution
Industry Research
Experience
Woods Hole Oceanographic Institution July 2000 - Present
Fidelity Investments April 1995 - July 2000
Lattice Trading April 1994 - April 1995
Cabletron Systems August 1991 - June 1993
Skills
Linux, Unix, Unix Shell Scripting, Security, Programming, Python, Perl, Network Administration, Shell Scripting, Firewalls, Network Security, System Deployment, NetApp Filers, Solaris, EMC Networker, Debian, Ubuntu, Centos, RHEL, OS X, DNS, LDAP
Education
Plymouth State University 1982 — 1985
Computer Science
Woods Hole Oceanographic Institution July 2000 - Present
Fidelity Investments April 1995 - July 2000
Lattice Trading April 1994 - April 1995
Cabletron Systems August 1991 - June 1993
Skills
Linux, Unix, Unix Shell Scripting, Security, Programming, Python, Perl, Network Administration, Shell Scripting, Firewalls, Network Security, System Deployment, NetApp Filers, Solaris, EMC Networker, Debian, Ubuntu, Centos, RHEL, OS X, DNS, LDAP
Education
Plymouth State University 1982 — 1985
Computer Science
Lisa Whitney Scott Lisa Whitney Scott's Fidelity Investments Experience January 2000 - August 2008
Job Xerox Company
Industry Graphic Design
Experience
Xerox Company January 2011 - Present
getCreative! (self employed) January 2010 - Present
The Hanover Insurance Group September 2008 - January 2010
Fidelity Investments January 2000 - August 2008
Scudder Investments 1996 - 2000
Skills
Graphic Design, Direct Mail, Creative Direction, Advertising, Art Direction, Adobe Creative Suite, Brochures, InDesign, Illustrator, Adobe Acrobat, Logo Design, Layout, Graphics, Branding & Identity, Mac, Photoshop, Digital Printing
Education
Plymouth State University 1989 — 1991
BA, Graphic Design
Chamberlayne Jr. College 1986 — 1988
Associate's Degree, Advertisting Design and Photography
Woburn High School
Xerox Company January 2011 - Present
getCreative! (self employed) January 2010 - Present
The Hanover Insurance Group September 2008 - January 2010
Fidelity Investments January 2000 - August 2008
Scudder Investments 1996 - 2000
Skills
Graphic Design, Direct Mail, Creative Direction, Advertising, Art Direction, Adobe Creative Suite, Brochures, InDesign, Illustrator, Adobe Acrobat, Logo Design, Layout, Graphics, Branding & Identity, Mac, Photoshop, Digital Printing
Education
Plymouth State University 1989 — 1991
BA, Graphic Design
Chamberlayne Jr. College 1986 — 1988
Associate's Degree, Advertisting Design and Photography
Woburn High School
Tim Sheldon Tim Sheldon's Fidelity Investments Experience June 2015 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments February 2014 - June 2015
Fidelity Investments October 2011 - January 2014
Fidelity Investments May 2008 - September 2011
Fidelity Investments November 2006 - May 2008
Education
Plymouth State University 2002 — 2006
Business Administration and Management, General
Fidelity Investments June 2015 - Present
Fidelity Investments February 2014 - June 2015
Fidelity Investments October 2011 - January 2014
Fidelity Investments May 2008 - September 2011
Fidelity Investments November 2006 - May 2008
Education
Plymouth State University 2002 — 2006
Business Administration and Management, General
Chad Dingman, NHA's Fidelity Investments Experience February 2007 - January 2008
Job Nursing Home Administrator
Industry Hospital & Health Care
Experience
St. Vincent de Paul Rehabilitation and Nursing Center May 2014 - Present
Androscoggin Valley Hospital November 2013 - May 2014
Genesis HealthCare November 2011 - November 2013
Genesis HealthCare October 2010 - November 2011
Genesis HealthCare May 2008 - October 2010
Fidelity Investments February 2007 - January 2008
Skills
Customer Service, Employee Relations, Healthcare, Hospitals, Healthcare Management, Human Resources, Leadership, Onboarding, Strategic Planning, Team Building
Education
Plymouth State University
MBA, Business Administration
St. Vincent de Paul Rehabilitation and Nursing Center May 2014 - Present
Androscoggin Valley Hospital November 2013 - May 2014
Genesis HealthCare November 2011 - November 2013
Genesis HealthCare October 2010 - November 2011
Genesis HealthCare May 2008 - October 2010
Fidelity Investments February 2007 - January 2008
Skills
Customer Service, Employee Relations, Healthcare, Hospitals, Healthcare Management, Human Resources, Leadership, Onboarding, Strategic Planning, Team Building
Education
Plymouth State University
MBA, Business Administration
Veronica Roy Veronica Roy's Fidelity Investments Experience October 2008 - Present
Job Financial Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2008 - Present
Skills
Time Management, Transaction Processing, Operational Excellence, Funding, Financial Transactions, Retirement, 401k, Fixed Annuities, Variable Annuities, Case Managment, Independent Thinking, Team-oriented, Multi Tasking, Highly detail oriented, Computer Proficiency, Productivity Coaching, Friendly Personality, Comfortable working..., Customer Engagement, Customer Satisfaction
Education
Plymouth State University 2003 — 2007
Bachelor of Science (BS), Business Administration, Management and Operations
Fidelity Investments October 2008 - Present
Skills
Time Management, Transaction Processing, Operational Excellence, Funding, Financial Transactions, Retirement, 401k, Fixed Annuities, Variable Annuities, Case Managment, Independent Thinking, Team-oriented, Multi Tasking, Highly detail oriented, Computer Proficiency, Productivity Coaching, Friendly Personality, Comfortable working..., Customer Engagement, Customer Satisfaction
Education
Plymouth State University 2003 — 2007
Bachelor of Science (BS), Business Administration, Management and Operations
Kathleen Rosse's Fidelity Investments Experience March 2015 - Present
Job Customer Service Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments October 2013 - February 2015
New Hampshire Democratic Party January 2013 - April 2013
People’s United Bank May 2011 - August 2012
Canobie Lake Park April 2009 - August 2010
Skills
Microsoft Office, Social Networking, Social Media, PowerPoint, Leadership, Customer Service, Event Planning, Fundraising, Research, Public Speaking, Community Outreach, Volunteer Management
Education
Plymouth State University 2009 — 2013
BA, Political Science
Londonderry High School 2005 — 2009
High School Diploma
Fidelity Investments March 2015 - Present
Fidelity Investments October 2013 - February 2015
New Hampshire Democratic Party January 2013 - April 2013
People’s United Bank May 2011 - August 2012
Canobie Lake Park April 2009 - August 2010
Skills
Microsoft Office, Social Networking, Social Media, PowerPoint, Leadership, Customer Service, Event Planning, Fundraising, Research, Public Speaking, Community Outreach, Volunteer Management
Education
Plymouth State University 2009 — 2013
BA, Political Science
Londonderry High School 2005 — 2009
High School Diploma
Nicholas Duval Nicholas Duval's Fidelity Investments Experience March 2015 - August 2015
Job SunGard Systems
Industry Financial Services
Experience
SunGard Financial Systems August 2015 - Present
Fidelity Investments March 2015 - August 2015
Fidelity Investments November 2013 - March 2015
Fidelity Investments October 2012 - October 2013
UniFirst Corporation May 2009 - January 2013
Skills
Sales, Customer Satisfaction, Contract Negotiation, Organization, Sales Process, Customer Retention, Customer Service, Teamwork, Investments, 401k, Fixed Income, Series 7, Mutual Funds, Stock Market, Series 63
Education
Plymouth State University 2012 — 2014
Master of Business Administration (MBA)
Plymouth State University 2004 — 2008
Bachelors of Arts, Communications
SunGard Financial Systems August 2015 - Present
Fidelity Investments March 2015 - August 2015
Fidelity Investments November 2013 - March 2015
Fidelity Investments October 2012 - October 2013
UniFirst Corporation May 2009 - January 2013
Skills
Sales, Customer Satisfaction, Contract Negotiation, Organization, Sales Process, Customer Retention, Customer Service, Teamwork, Investments, 401k, Fixed Income, Series 7, Mutual Funds, Stock Market, Series 63
Education
Plymouth State University 2012 — 2014
Master of Business Administration (MBA)
Plymouth State University 2004 — 2008
Bachelors of Arts, Communications
Tessa Neil's Fidelity Investments Experience May 2013 - August 2013
Job Senior Accountant at Merchant Customer Exchange LLC (MCX)
Industry Accounting
Experience
Merchant Customer Exchange LLC (MCX) October 2014 - Present
Alexander Aronson Finning CPAs June 2013 - October 2014
Fidelity Investments May 2013 - August 2013
Office of Teacher Certification February 2011 - May 2013
Crossed Sabers Ski and Sports October 2007 - January 2012
Lebaron Hills Golf Course May 2010 - August 2011
Ballymeade Country Club April 2008 - June 2009
Skills
Word, Excel, PowerPoint, Microsoft Office, Customer Service, Accounting, Invoicing, SharePoint, Finance, Social Media Marketing, Teamwork, Microsoft Word, Microsoft Excel, Human Resources, Time Management, Social Networking, Social Media
Education
Plymouth State University 2009 — 2013
B.S. Accounting, Accounting
Merchant Customer Exchange LLC (MCX) October 2014 - Present
Alexander Aronson Finning CPAs June 2013 - October 2014
Fidelity Investments May 2013 - August 2013
Office of Teacher Certification February 2011 - May 2013
Crossed Sabers Ski and Sports October 2007 - January 2012
Lebaron Hills Golf Course May 2010 - August 2011
Ballymeade Country Club April 2008 - June 2009
Skills
Word, Excel, PowerPoint, Microsoft Office, Customer Service, Accounting, Invoicing, SharePoint, Finance, Social Media Marketing, Teamwork, Microsoft Word, Microsoft Excel, Human Resources, Time Management, Social Networking, Social Media
Education
Plymouth State University 2009 — 2013
B.S. Accounting, Accounting
Rheo Bouchard Rheo Bouchard's Fidelity Investments Experience September 2014 - Present
Job Senior Product Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments January 2012 - August 2014
Fidelity Investments July 2009 - January 2012
Fidelity Investments May 2005 - July 2009
Mitan Technologies March 2007 - April 2008
Plymouth State University May 2002 - May 2005
Skills
Release Management, Change Control, Process Automation, Visio, Unix, Software Project..., Business Analysis, SDLC, SQL, SharePoint, XML, Oracle, Databases, PMP, Integration
Education
Southern New Hampshire University 2010 — 2016
Global MBA, Business
Plymouth State University 2002 — 2006
Bachelor of Science, Information Technology
Fidelity Investments September 2014 - Present
Fidelity Investments January 2012 - August 2014
Fidelity Investments July 2009 - January 2012
Fidelity Investments May 2005 - July 2009
Mitan Technologies March 2007 - April 2008
Plymouth State University May 2002 - May 2005
Skills
Release Management, Change Control, Process Automation, Visio, Unix, Software Project..., Business Analysis, SDLC, SQL, SharePoint, XML, Oracle, Databases, PMP, Integration
Education
Southern New Hampshire University 2010 — 2016
Global MBA, Business
Plymouth State University 2002 — 2006
Bachelor of Science, Information Technology
Benjamin Higman Benjamin Higman's Fidelity Investments Experience May 2014 - August 2014
Job Software Developer at Narrative1
Industry Computer Software
Experience
Narrative1 May 2015 - Present
Fidelity Investments May 2014 - August 2014
Fidelity Investments May 2013 - August 2013
Shaw's Supermarkets April 2009 - April 2013
Fidelity Investments May 2012 - August 2012
Skills
Customer Service, Time Management, Microsoft Office, PowerPoint, HTML
Education
Plymouth State University 2011 — 2015
BS of Computer Science
Merrimack Valley High School 2007 — 2011
Narrative1 May 2015 - Present
Fidelity Investments May 2014 - August 2014
Fidelity Investments May 2013 - August 2013
Shaw's Supermarkets April 2009 - April 2013
Fidelity Investments May 2012 - August 2012
Skills
Customer Service, Time Management, Microsoft Office, PowerPoint, HTML
Education
Plymouth State University 2011 — 2015
BS of Computer Science
Merrimack Valley High School 2007 — 2011
Stephanie Gasbarro Stephanie Gasbarro's Fidelity Investments Experience 2004 - 2006
Job Applications Analyst II at Partners HealthCare
Industry Hospital & Health Care
Experience
Spaulding Rehabilitation Hospital December 2012 - Present
Jupiter Medical Center February 2011 - November 2012
MEDITECH September 2006 - February 2011
Fidelity Investments 2004 - 2006
Skills
Healthcare Information..., EHR, Software Documentation, Process Improvement, HIPAA, Software Implementation, Healthcare, Access, EMR, Project Management, Data Analysis, Program Management, Analysis, SharePoint
Education
Plymouth State University 2000 — 2004
Bachelor of Science (BS), Marketing
Spaulding Rehabilitation Hospital December 2012 - Present
Jupiter Medical Center February 2011 - November 2012
MEDITECH September 2006 - February 2011
Fidelity Investments 2004 - 2006
Skills
Healthcare Information..., EHR, Software Documentation, Process Improvement, HIPAA, Software Implementation, Healthcare, Access, EMR, Project Management, Data Analysis, Program Management, Analysis, SharePoint
Education
Plymouth State University 2000 — 2004
Bachelor of Science (BS), Marketing
Jenna McIlveen Jenna McIlveen's Fidelity Investments Experience October 2012 - June 2013
Job Internal Wholesaler at Liberty Life Assurance Company of Boston
Industry Management Consulting
Experience
Liberty Life Assurance Company of Boston September 2014 - Present
Liberty Life Assurance Company of Boston December 2013 - September 2014
Liberty Life Assurance Company of Boston June 2013 - December 2013
Fidelity Investments October 2012 - June 2013
Boardwalk Inn and Cafe May 2010 - September 2012
Flatbread Company May 2009 - September 2009
Skills
PowerPoint, Social Networking, Microsoft Excel, Sales, Management, Event Planning, Leadership, Time Management, Customer Service, Microsoft Word, Microsoft Office
Education
Plymouth State University 2008 — 2012
Bachelor of Science, Business Management
Winnacunnet High School
Liberty Life Assurance Company of Boston September 2014 - Present
Liberty Life Assurance Company of Boston December 2013 - September 2014
Liberty Life Assurance Company of Boston June 2013 - December 2013
Fidelity Investments October 2012 - June 2013
Boardwalk Inn and Cafe May 2010 - September 2012
Flatbread Company May 2009 - September 2009
Skills
PowerPoint, Social Networking, Microsoft Excel, Sales, Management, Event Planning, Leadership, Time Management, Customer Service, Microsoft Word, Microsoft Office
Education
Plymouth State University 2008 — 2012
Bachelor of Science, Business Management
Winnacunnet High School
Keith Seymour Keith Seymour's Fidelity Investments Experience August 2013 - Present
Job Tax Exempt Representative II at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2013 - Present
Advanced Security Services May 2012 - August 2013
Great America Subs & Salads May 2012 - August 2012
Abercrombie & Fitch February 2012 - May 2012
Harvey Industries May 2010 - August 2011
Skills
Investments, Retirement, Leadership, Time Management, Event Management, Microsoft Office, Team Leadership, Merchandising, Organizational..., Sales, Customer Service, Cold Calling, PowerPoint, Microsoft Excel, Economics, Business, Retirement Planning, Retirement Benefits
Education
Plymouth State University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Londonderry High School 2005 — 2009
Fidelity Investments August 2013 - Present
Advanced Security Services May 2012 - August 2013
Great America Subs & Salads May 2012 - August 2012
Abercrombie & Fitch February 2012 - May 2012
Harvey Industries May 2010 - August 2011
Skills
Investments, Retirement, Leadership, Time Management, Event Management, Microsoft Office, Team Leadership, Merchandising, Organizational..., Sales, Customer Service, Cold Calling, PowerPoint, Microsoft Excel, Economics, Business, Retirement Planning, Retirement Benefits
Education
Plymouth State University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Londonderry High School 2005 — 2009
Shashidhar Lanka Shashidhar Lanka's Fidelity Investments Experience 2004 - 2006
Job Senior Solution Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft July 2011 - Present
Microsoft India (R&D) Pvt Ltd 2006 - August 2011
Fidelity Investments 2004 - 2006
Accenture 2002 - 2004
Polaris Software Lab 2001 - 2002
Skills
Dynamics CRM, Siebel, BizTalk, Solution Architecture, SOA, Software Project..., Web Services, Requirements Analysis, Pre-sales, Integration, Business Intelligence, SharePoint, Enterprise Architecture, Business Analysis, Business Process, SDLC, Microsoft SQL Server, .NET, Microsoft CRM, Agile Methodologies, IT Strategy, Enterprise Software, Cloud Computing, Agile Project Management
Education
Pondicherry University 1997 — 2001
B. Tech.,, Mechanical Engineering
Kinnera Public School 1992 — 1994
Microsoft July 2011 - Present
Microsoft India (R&D) Pvt Ltd 2006 - August 2011
Fidelity Investments 2004 - 2006
Accenture 2002 - 2004
Polaris Software Lab 2001 - 2002
Skills
Dynamics CRM, Siebel, BizTalk, Solution Architecture, SOA, Software Project..., Web Services, Requirements Analysis, Pre-sales, Integration, Business Intelligence, SharePoint, Enterprise Architecture, Business Analysis, Business Process, SDLC, Microsoft SQL Server, .NET, Microsoft CRM, Agile Methodologies, IT Strategy, Enterprise Software, Cloud Computing, Agile Project Management
Education
Pondicherry University 1997 — 2001
B. Tech.,, Mechanical Engineering
Kinnera Public School 1992 — 1994
David Weinstein, PMP, CSM's Fidelity Investments Experience February 2012 - March 2014
Job Sr. Program/Project Manager
Industry Information Technology and Services
Experience
Collaborative Consulting September 2008 - Present
Citizens Bank May 2014 - Present
Fidelity Investments February 2012 - March 2014
CVS Caremark Corporation July 2011 - November 2011
EMC September 2008 - June 2011
VeriSign May 2007 - July 2008
Geonetics, Inc. December 2002 - March 2007
SAIC, Inc. July 2000 - December 2002
Pacific Meridian Resources October 1992 - May 2000
Skills
SDLC, Scrum, Release Management, ITIL, Business Process..., Project Management, Program Management, Management, IT Strategy, Integration, Change Management, Software Development, Unix, Leadership, IT Service Management, Agile Methodologies, IT Management, PMP, Agile Project Management, Business Analysis, Cloud Computing, Visio, Requirements Analysis, Project Portfolio..., Software Project..., Business Intelligence, Enterprise Software, Requirements Gathering, Vendor Management, Business Process, PMO, Enterprise Architecture
Education
San Francisco State University 1990 — 1992
Geography
Pomona College 1981 — 1985
BA, Mathematics
Collaborative Consulting September 2008 - Present
Citizens Bank May 2014 - Present
Fidelity Investments February 2012 - March 2014
CVS Caremark Corporation July 2011 - November 2011
EMC September 2008 - June 2011
VeriSign May 2007 - July 2008
Geonetics, Inc. December 2002 - March 2007
SAIC, Inc. July 2000 - December 2002
Pacific Meridian Resources October 1992 - May 2000
Skills
SDLC, Scrum, Release Management, ITIL, Business Process..., Project Management, Program Management, Management, IT Strategy, Integration, Change Management, Software Development, Unix, Leadership, IT Service Management, Agile Methodologies, IT Management, PMP, Agile Project Management, Business Analysis, Cloud Computing, Visio, Requirements Analysis, Project Portfolio..., Software Project..., Business Intelligence, Enterprise Software, Requirements Gathering, Vendor Management, Business Process, PMO, Enterprise Architecture
Education
San Francisco State University 1990 — 1992
Geography
Pomona College 1981 — 1985
BA, Mathematics
Andrew Burke Andrew Burke's Fidelity Investments Experience July 2014 - Present
Job Inside Sales Representative at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments July 2014 - Present
Plymouth State University December 2013 - May 2014
Enterprise Rent-A-Car May 2013 - August 2013
Munro Distributing June 2011 - May 2013
Newport Shipyard May 2010 - August 2010
Vector Marketing April 2009 - March 2010
Education
Plymouth State University 2010 — 2014
Bachelor's Degree, Marketing with a Professional Sales concentration, Graduate
Fidelity Investments July 2014 - Present
Plymouth State University December 2013 - May 2014
Enterprise Rent-A-Car May 2013 - August 2013
Munro Distributing June 2011 - May 2013
Newport Shipyard May 2010 - August 2010
Vector Marketing April 2009 - March 2010
Education
Plymouth State University 2010 — 2014
Bachelor's Degree, Marketing with a Professional Sales concentration, Graduate
Douglas Laidlaw Douglas Laidlaw's Fidelity Investments Experience May 1998 - June 2006
Job Family Nurse Practitioner
Industry Hospital & Health Care
Experience
MHM Services, Inc. October 2014 - Present
Dartmouth-Hitchcock July 2006 - October 2014
Fidelity Investments May 1998 - June 2006
Skills
Comprehensive Health..., Evaluation of..., Management of Chronic..., Pharmacological..., Anticipatory Guidance...
Education
Rivier College 2011 — 2014
Master's Degree, Family Nurse Practitioner, 3.9
Rivier College 2003 — 2006
Associate's Degree, Registered Nursing/Registered Nurse, 3.7
Plymouth State University 1994 — 1998
Bachelor's Degree, Major in French, Minor in Business Administration, 3.7
MHM Services, Inc. October 2014 - Present
Dartmouth-Hitchcock July 2006 - October 2014
Fidelity Investments May 1998 - June 2006
Skills
Comprehensive Health..., Evaluation of..., Management of Chronic..., Pharmacological..., Anticipatory Guidance...
Education
Rivier College 2011 — 2014
Master's Degree, Family Nurse Practitioner, 3.9
Rivier College 2003 — 2006
Associate's Degree, Registered Nursing/Registered Nurse, 3.7
Plymouth State University 1994 — 1998
Bachelor's Degree, Major in French, Minor in Business Administration, 3.7
Alyssa Johnson Alyssa Johnson's Fidelity Investments Experience October 2011 - May 2012
Job Communications
Industry Human Resources
Experience
Lost dog cafe March 2014 - Present
Folly Beach Shrimp Company 2012 - 2013
Fidelity Investments October 2011 - May 2012
Skills
Time Management, Microsoft Office, Leadership, Employee Benefits, Customer Service
Education
Plymouth State University 2007 — 2011
Bachelor of Arts (BA), Business/Corporate Communications
Lost dog cafe March 2014 - Present
Folly Beach Shrimp Company 2012 - 2013
Fidelity Investments October 2011 - May 2012
Skills
Time Management, Microsoft Office, Leadership, Employee Benefits, Customer Service
Education
Plymouth State University 2007 — 2011
Bachelor of Arts (BA), Business/Corporate Communications
James Mahoney James Mahoney's Fidelity Investments Experience October 1991 - August 1998
Job Senior Vice President, Global Business Development at Morningstar
Industry Financial Services
Experience
Morningstar May 2014 - Present
Morningstar February 2014 - Present
Morningstar September 2011 - Present
Decision Resources November 2008 - April 2011
SunGard Data Systems, Inc. April 2008 - November 2008
Capital IQ March 2005 - April 2008
Cowen and Company August 2000 - March 2005
State Street Global Advisors August 1998 - August 2000
Fidelity Investments October 1991 - August 1998
Education
Plymouth State University 1987 — 1991
BS, Business
Morningstar May 2014 - Present
Morningstar February 2014 - Present
Morningstar September 2011 - Present
Decision Resources November 2008 - April 2011
SunGard Data Systems, Inc. April 2008 - November 2008
Capital IQ March 2005 - April 2008
Cowen and Company August 2000 - March 2005
State Street Global Advisors August 1998 - August 2000
Fidelity Investments October 1991 - August 1998
Education
Plymouth State University 1987 — 1991
BS, Business
Jeff Whelan Jeff Whelan's Fidelity Investments Experience March 2012 - July 2012
Job Inside Sales Executive Advanced Cyber Threats & DDoS Specialist at Arbor Networks
Industry Computer & Network Security
Experience
Arbor Networks September 2013 - Present
Courion Corporation July 2012 - July 2013
Fidelity Investments March 2012 - July 2012
Fidelity Investments March 2011 - March 2012
Treadwell Management Group October 2002 - March 2011
Skills
Telemarketing Strategy..., Salesforce.com, Inside Sales Management, Marketing Strategy, Lead Generation, Telesales, Sales & Marketing..., Sales Enablement Tools, Outbound Marketing, Pipeline Growth, Contact Development, Sales, Selling, Cold Calling, Telemarketing, Marketing, Sales Management, Customer Satisfaction, Sales Operations, Sales Process, Leadership, Management, Training, Email Marketing, Strategy, Program Management, SaaS, Demand Generation, Direct Sales, Solution Selling, CRM, Strategic Partnerships, Enterprise Software, Business Development, Security
Education
Plymouth State University 1996 — 2001
BA, History
Arbor Networks September 2013 - Present
Courion Corporation July 2012 - July 2013
Fidelity Investments March 2012 - July 2012
Fidelity Investments March 2011 - March 2012
Treadwell Management Group October 2002 - March 2011
Skills
Telemarketing Strategy..., Salesforce.com, Inside Sales Management, Marketing Strategy, Lead Generation, Telesales, Sales & Marketing..., Sales Enablement Tools, Outbound Marketing, Pipeline Growth, Contact Development, Sales, Selling, Cold Calling, Telemarketing, Marketing, Sales Management, Customer Satisfaction, Sales Operations, Sales Process, Leadership, Management, Training, Email Marketing, Strategy, Program Management, SaaS, Demand Generation, Direct Sales, Solution Selling, CRM, Strategic Partnerships, Enterprise Software, Business Development, Security
Education
Plymouth State University 1996 — 2001
BA, History
Emily Lafferty Emily Lafferty's Fidelity Investments Experience 2007 - 2009
Job Business Development Manager at Brayton Energy
Industry Research
Experience
Brayton Energy February 2013 - Present
Brayton Energy LLC 2013 - 2014
Technology Business Research 2010 - 2012
Fidelity Investments 2007 - 2009
Investors Bank & Trust 2006 - 2007
Skills
Competitive Intelligence, Financial Modeling, Data Analysis, Market Research, Analysis, Business Analysis, Market Intelligence, Financial Analysis, Competitive Analysis, Market Analysis, Microsoft Excel, Research, Valuation, Investments, Forecasting, Management Consulting, Strategy, Cycling, Business Strategy, PowerPoint
Education
Plymouth State University 2009 — 2010
MBA, Management, 3.9
Plymouth State University 2004 — 2006
Bachelor's degree, Business Administration and Management, General, 3.9
Brayton Energy February 2013 - Present
Brayton Energy LLC 2013 - 2014
Technology Business Research 2010 - 2012
Fidelity Investments 2007 - 2009
Investors Bank & Trust 2006 - 2007
Skills
Competitive Intelligence, Financial Modeling, Data Analysis, Market Research, Analysis, Business Analysis, Market Intelligence, Financial Analysis, Competitive Analysis, Market Analysis, Microsoft Excel, Research, Valuation, Investments, Forecasting, Management Consulting, Strategy, Cycling, Business Strategy, PowerPoint
Education
Plymouth State University 2009 — 2010
MBA, Management, 3.9
Plymouth State University 2004 — 2006
Bachelor's degree, Business Administration and Management, General, 3.9
Heather Harding Heather Harding's Fidelity Investments Experience May 2011 - March 2014
Job Team Manager at National Life Group
Industry Financial Services
Experience
National Life Group June 2014 - Present
Fidelity Investments May 2011 - March 2014
Fidelity Investments April 1997 - May 2011
Fidelity Investments 2003 - 2004
Fidelity Investments 2001 - 2002
Skills
Personnel Management, HRIS, Employee Benefits, Defined Benefit, Employee Relations, Relationship Management, Project Management, CRM, Defined Contribution, Human Resources, Leadership, Business Analysis, Business Process..., Financial Services, Management, Outsourcing, Process Improvement, Risk Management, Vendor Management
Education
Plymouth State University 1990 — 1995
B.S., Human Resources
National Life Group June 2014 - Present
Fidelity Investments May 2011 - March 2014
Fidelity Investments April 1997 - May 2011
Fidelity Investments 2003 - 2004
Fidelity Investments 2001 - 2002
Skills
Personnel Management, HRIS, Employee Benefits, Defined Benefit, Employee Relations, Relationship Management, Project Management, CRM, Defined Contribution, Human Resources, Leadership, Business Analysis, Business Process..., Financial Services, Management, Outsourcing, Process Improvement, Risk Management, Vendor Management
Education
Plymouth State University 1990 — 1995
B.S., Human Resources
Kyle Copeland Kyle Copeland's Fidelity Investments Experience September 1998 - March 2000
Job Former Student Financial Guru Looking to Become Entrepreneur
Industry Higher Education
Experience
Southern New Hampshire University September 2010 - June 2015
Emerson College May 2008 - September 2010
Merrimack College July 2006 - May 2008
Mount Prospect Academy September 2001 - August 2004
Fidelity Investments September 1998 - March 2000
Skills
Higher Education, Financial Aid..., Teaching, Career Development, Student Conduct, Residence Life, Financial Services, 401k, Research, Public Speaking, Leadership
Education
Springfield College 2004 — 2006
Master of Education (M.Ed.), Psychology - Student Personnel Administration in Higher Education
Plymouth State University 2000 — 2001
Master of Business Administration (MBA), Multi/Interdisciplinary Studies - Corporate Communications
Plymouth State University 1994 — 1998
Bachelor of Science (BS), Interdisciplinary Studies - Corporate Communications
Southern New Hampshire University September 2010 - June 2015
Emerson College May 2008 - September 2010
Merrimack College July 2006 - May 2008
Mount Prospect Academy September 2001 - August 2004
Fidelity Investments September 1998 - March 2000
Skills
Higher Education, Financial Aid..., Teaching, Career Development, Student Conduct, Residence Life, Financial Services, 401k, Research, Public Speaking, Leadership
Education
Springfield College 2004 — 2006
Master of Education (M.Ed.), Psychology - Student Personnel Administration in Higher Education
Plymouth State University 2000 — 2001
Master of Business Administration (MBA), Multi/Interdisciplinary Studies - Corporate Communications
Plymouth State University 1994 — 1998
Bachelor of Science (BS), Interdisciplinary Studies - Corporate Communications
Jeffrey Cann Jeffrey Cann's Fidelity Investments Experience June 2015 - Present
Job UX Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2015 - Present
Swirl Networks October 2013 - May 2015
Timmins Software August 2012 - October 2013
Symbotic August 2011 - August 2012
Alion Science and Technology May 2010 - August 2010
Skills
Software Engineering, JavaScript, Java, Software Development, Eclipse, Programming, Foosball, C++, C#, C, Algorithms, SQL, Unix, Linux, Systems Engineering, Objective-C, AngularJS, Node.js, MongoDB, SASS, Gulp, GruntJS, Browserify, Mongoose, HTML5, Swift
Education
Plymouth State University 2007 — 2011
Bachelor's degree, Computer Science
Fidelity Investments June 2015 - Present
Swirl Networks October 2013 - May 2015
Timmins Software August 2012 - October 2013
Symbotic August 2011 - August 2012
Alion Science and Technology May 2010 - August 2010
Skills
Software Engineering, JavaScript, Java, Software Development, Eclipse, Programming, Foosball, C++, C#, C, Algorithms, SQL, Unix, Linux, Systems Engineering, Objective-C, AngularJS, Node.js, MongoDB, SASS, Gulp, GruntJS, Browserify, Mongoose, HTML5, Swift
Education
Plymouth State University 2007 — 2011
Bachelor's degree, Computer Science
Roger Stearns MBCI, CBCP, CHS-III Roger Stearns MBCI, CBCP, CHS-III's Fidelity Investments Experience August 1996 - June 2008
Job Enterprise Risk Manager at Philips Lifeline
Industry Management Consulting
Experience
Philips Lifeline February 2015 - Present
Boston University September 2008 - Present
Philips Lifeline May 2012 - February 2015
Ever Vigilant Consulting July 2008 - December 2014
Fidelity Investments August 1996 - June 2008
Omniplex June 1996 - August 1996
MVM Inc. July 1992 - June 1996
Skills
ISO 22301, BS25999, ASIS SPC 1-2009, NIST 800-34, NFPA 1600, SOX 404, Rule 446, FINRA 4370, NIST 800-53, FIPS 199, LDRPS, PS-PREP, SS540 / TR19, FDA -21 CFR Part 11, FFIEC, GLBA, Service Continuity, HIPAA, ITIL, EverBridge, Varolli, Risk Assessment, Business Continuity, Disaster Recovery, Crisis Management, Governance, Strategy, Incident Management, Emergency Management, Leadership, SharePoint, Security, Business Continuity..., Risk Management, Program Management, Training, Information Security..., Consulting, Information Technology, Networking, Project Planning, Financial Risk, Homeland Security
Education
American Military University 2001 — 2003
MA, Emergency & Disaster Management
Southern New Hampshire University 1995 — 1997
BS, Human Resource Management
Plymouth State University 1984 — 1985
Philips Lifeline February 2015 - Present
Boston University September 2008 - Present
Philips Lifeline May 2012 - February 2015
Ever Vigilant Consulting July 2008 - December 2014
Fidelity Investments August 1996 - June 2008
Omniplex June 1996 - August 1996
MVM Inc. July 1992 - June 1996
Skills
ISO 22301, BS25999, ASIS SPC 1-2009, NIST 800-34, NFPA 1600, SOX 404, Rule 446, FINRA 4370, NIST 800-53, FIPS 199, LDRPS, PS-PREP, SS540 / TR19, FDA -21 CFR Part 11, FFIEC, GLBA, Service Continuity, HIPAA, ITIL, EverBridge, Varolli, Risk Assessment, Business Continuity, Disaster Recovery, Crisis Management, Governance, Strategy, Incident Management, Emergency Management, Leadership, SharePoint, Security, Business Continuity..., Risk Management, Program Management, Training, Information Security..., Consulting, Information Technology, Networking, Project Planning, Financial Risk, Homeland Security
Education
American Military University 2001 — 2003
MA, Emergency & Disaster Management
Southern New Hampshire University 1995 — 1997
BS, Human Resource Management
Plymouth State University 1984 — 1985
Matthew Di Nola Matthew Di Nola's Fidelity Investments Experience June 2006 - Present
Job Registered Representative at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2006 - Present
Cabletron Systems March 1995 - May 1997
Liberty Mutual Insurance May 1987 - March 1995
Skills
Sales Presentations, Series 63, General Securities..., Computer Science, Computer Graphics, Music, Bonds, Sales Finance, Retirement, Landlords, Dealers, Landlord, Automotive Restoration, Automotive sales, Carpentry, Electricians, Plumbing, Financial Guidance, financial sales, Series 7, series 66, MBA, Financial Services, Sales, Equities, Leadership, Investments, Marketing, Social Media Marketing, Management
Education
University Per Strainieri 1999 — 2000
Certificate of Completione, La linga Italiana
Plymouth State University 1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Fidelity Investments June 2006 - Present
Cabletron Systems March 1995 - May 1997
Liberty Mutual Insurance May 1987 - March 1995
Skills
Sales Presentations, Series 63, General Securities..., Computer Science, Computer Graphics, Music, Bonds, Sales Finance, Retirement, Landlords, Dealers, Landlord, Automotive Restoration, Automotive sales, Carpentry, Electricians, Plumbing, Financial Guidance, financial sales, Series 7, series 66, MBA, Financial Services, Sales, Equities, Leadership, Investments, Marketing, Social Media Marketing, Management
Education
University Per Strainieri 1999 — 2000
Certificate of Completione, La linga Italiana
Plymouth State University 1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Stephen Schatzl's Fidelity Investments Experience May 2014 - August 2014
Job Lead FrontEnd Architect
Industry Information Technology and Services
Experience
TrunkBird October 2015 - Present
CAMP Systems International, Inc. May 2015 - October 2015
Fidelity Investments May 2014 - August 2014
EMD Millipore June 2013 - August 2013
EMD Millipore June 2012 - August 2012
Skills
Java, HTML, JavaScript, CSS, PL/SQL, HP Service Manager, Microsoft Word, Microsoft Office, Microsoft Excel, Project Management, Active Directory, Python, Financial Modeling, Communications Planning, J2EE Web Services, Oracle SQL Developer, J2EE Application..., RESTful WebServices, Linux System..., Liferay, ActionScript, Web Content Management, SQL, PHP, Unix, MySQL, Photoshop, DOM, SDLC, Agile Methodologies, WordPress, Spring, Flex, Apache, AJAX, Perl, Java Web Services, Web Service Development, Nginx, Postfix, VMware, Tomcat, CentOS, Red Hat Linux, Android Development, LAMP, Git, ASP.NET, Ext JS, IIS
Education
Plymouth State University 2011 — 2015
Bachelor of Science (BS), Information Technology
Southern New Hampshire University 2010 — 2011
Bachelor of Science (BS), Computer Science
TrunkBird October 2015 - Present
CAMP Systems International, Inc. May 2015 - October 2015
Fidelity Investments May 2014 - August 2014
EMD Millipore June 2013 - August 2013
EMD Millipore June 2012 - August 2012
Skills
Java, HTML, JavaScript, CSS, PL/SQL, HP Service Manager, Microsoft Word, Microsoft Office, Microsoft Excel, Project Management, Active Directory, Python, Financial Modeling, Communications Planning, J2EE Web Services, Oracle SQL Developer, J2EE Application..., RESTful WebServices, Linux System..., Liferay, ActionScript, Web Content Management, SQL, PHP, Unix, MySQL, Photoshop, DOM, SDLC, Agile Methodologies, WordPress, Spring, Flex, Apache, AJAX, Perl, Java Web Services, Web Service Development, Nginx, Postfix, VMware, Tomcat, CentOS, Red Hat Linux, Android Development, LAMP, Git, ASP.NET, Ext JS, IIS
Education
Plymouth State University 2011 — 2015
Bachelor of Science (BS), Information Technology
Southern New Hampshire University 2010 — 2011
Bachelor of Science (BS), Computer Science
Jay Kerrigan Jay Kerrigan's Fidelity Investments Experience June 2014 - August 2014
Job Revenue and Customer Support Representative
Industry Financial Services
Experience
Pennichuck Water Works May 2014 - Present
Fidelity Investments June 2014 - August 2014
Market Basket September 2006 - 2011
Skills
Microsoft Excel, Microsoft Word, Mathematics, Fitness, Customer Service, Economics, Financial Risk, Leadership, Negotiation, PowerPoint, Problem Solving, QuickBooks, Writing
Education
Plymouth State University 2010 — 2014
Pennichuck Water Works May 2014 - Present
Fidelity Investments June 2014 - August 2014
Market Basket September 2006 - 2011
Skills
Microsoft Excel, Microsoft Word, Mathematics, Fitness, Customer Service, Economics, Financial Risk, Leadership, Negotiation, PowerPoint, Problem Solving, QuickBooks, Writing
Education
Plymouth State University 2010 — 2014
Alec Vargus's Fidelity Investments Experience September 2008 - November 2014
Job Executive Recruiter at The Newport Group Executive Recruiters
Industry Public Relations and Communications
Experience
The Newport Group - Executive Recruiters July 2015 - Present
Fidelity Investments September 2008 - November 2014
United States Air Force July 2009 - October 2014
The Wild Coyote Grill October 2006 - April 2008
Skills
Public Relations, Public Speaking, Community Outreach, Strategic Communications, Journalism, Photography, Process, Case Managment, Financial Services, Management, Leadership, Social Media, Sales, Event Planning, Social Media Marketing, Customer Service, Facebook, Government, Team Leadership, Strategic Planning, Military, Media Relations, AP Style, Internal Communications, Press Releases, Customer Satisfaction, Corporate Communications, Crisis Communications, Newsletters, Blogging, Broadcast, Editing, Community Development, Process Improvement, Nonprofits, Speech Writing
Education
Plymouth State University 2004 — 2008
Bachelor of Science, Marketing and Communications, 3.72 Major G.P.A.
Defense Information School
Public Affairs Management qualification course, Public Relations, Journalism, 3.8 GPA
The Disney Institute
Customer Experience, Brand Loyalty, Creativity and Innovation
The Newport Group - Executive Recruiters July 2015 - Present
Fidelity Investments September 2008 - November 2014
United States Air Force July 2009 - October 2014
The Wild Coyote Grill October 2006 - April 2008
Skills
Public Relations, Public Speaking, Community Outreach, Strategic Communications, Journalism, Photography, Process, Case Managment, Financial Services, Management, Leadership, Social Media, Sales, Event Planning, Social Media Marketing, Customer Service, Facebook, Government, Team Leadership, Strategic Planning, Military, Media Relations, AP Style, Internal Communications, Press Releases, Customer Satisfaction, Corporate Communications, Crisis Communications, Newsletters, Blogging, Broadcast, Editing, Community Development, Process Improvement, Nonprofits, Speech Writing
Education
Plymouth State University 2004 — 2008
Bachelor of Science, Marketing and Communications, 3.72 Major G.P.A.
Defense Information School
Public Affairs Management qualification course, Public Relations, Journalism, 3.8 GPA
The Disney Institute
Customer Experience, Brand Loyalty, Creativity and Innovation
Danielle Cooper, Notary Danielle Cooper, Notary's Fidelity Investments Experience January 2012 - January 2013
Job Senior Executive Assistant to the President & SVPs/Event Coordinator/Microsoft Trainer
Industry Insurance
Experience
Phenix Mutual Fire Insurance Company January 2013 - Present
Fidelity Investments January 2012 - January 2013
United States District Court - District of New Hampshire December 2011 - October 2012
Big Orange Productions June 2008 - December 2011
Pemi Baker Aquatic and Wellness Center March 2010 - September 2011
Upshall, Cooper & Temple Law Office May 2004 - September 2008
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Outlook, Team Leadership, Data Analysis, Access, Microsoft Word, Public Speaking, Human Resources, Marketing Communications, SharePoint, Microsoft Publisher, Windows 7, Coaching, Leadership, Concur Travel and..., Microsoft Project, OneNote, Adobe, InDesign, Adobe Acrobat, Photoshop, Product Marketing, Case Management Software, Team Motivator, Jury Match System (JMS), FAS4T (Financial..., Exercise Physiology, Windows 8, Cisco Technologies, WebEx, Tableau, Microsoft Visio, Marketing
Education
Blended Solutions - VTEC 2012 — 2012
Microsoft Certified Office Specialist, Microsoft Suite Applications, Adobe Applications
Plymouth State University 2008 — 2010
Bachelor of Science: Physical Education, Kinesiology/Applied Health Fitness
Phenix Mutual Fire Insurance Company January 2013 - Present
Fidelity Investments January 2012 - January 2013
United States District Court - District of New Hampshire December 2011 - October 2012
Big Orange Productions June 2008 - December 2011
Pemi Baker Aquatic and Wellness Center March 2010 - September 2011
Upshall, Cooper & Temple Law Office May 2004 - September 2008
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Outlook, Team Leadership, Data Analysis, Access, Microsoft Word, Public Speaking, Human Resources, Marketing Communications, SharePoint, Microsoft Publisher, Windows 7, Coaching, Leadership, Concur Travel and..., Microsoft Project, OneNote, Adobe, InDesign, Adobe Acrobat, Photoshop, Product Marketing, Case Management Software, Team Motivator, Jury Match System (JMS), FAS4T (Financial..., Exercise Physiology, Windows 8, Cisco Technologies, WebEx, Tableau, Microsoft Visio, Marketing
Education
Blended Solutions - VTEC 2012 — 2012
Microsoft Certified Office Specialist, Microsoft Suite Applications, Adobe Applications
Plymouth State University 2008 — 2010
Bachelor of Science: Physical Education, Kinesiology/Applied Health Fitness
Bradley Desfosses Bradley Desfosses's Fidelity Investments Experience July 1996 - Present
Job Senior Quality Assurance Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 1996 - Present
MacConnection August 1993 - July 1996
Skills
Test Planning, Quality Center, Agile Methodologies, Requirements Analysis, User Acceptance Testing, Financial Services, Testing, Software Quality..., Scrum
Education
Plymouth State University 1990 — 1993
BS, Marketing
Fidelity Investments July 1996 - Present
MacConnection August 1993 - July 1996
Skills
Test Planning, Quality Center, Agile Methodologies, Requirements Analysis, User Acceptance Testing, Financial Services, Testing, Software Quality..., Scrum
Education
Plymouth State University 1990 — 1993
BS, Marketing
Lisa Chartrand Lisa Chartrand's Fidelity Investments Experience September 2004 - June 2008
Job Experienced provider relations professional, creating and maintaining positive relationships in the healthcare industry
Industry Hospital & Health Care
Experience
Anthem July 2013 - Present
MVP Health Care May 2013 - July 2013
BMC HealthNet Plan/ Well Sense Health Plan October 2012 - May 2013
MVP Health Care June 2008 - September 2012
Fidelity Investments September 2004 - June 2008
Skills
Health Insurance, HIPAA, Managed Care, Healthcare, Medicaid, Insurance, Claim, Provider Relations, Training, Customer Service
Education
Plymouth State University 2000 — 2004
Bachelor of Science (B.S.), Human Resources Management
Anthem July 2013 - Present
MVP Health Care May 2013 - July 2013
BMC HealthNet Plan/ Well Sense Health Plan October 2012 - May 2013
MVP Health Care June 2008 - September 2012
Fidelity Investments September 2004 - June 2008
Skills
Health Insurance, HIPAA, Managed Care, Healthcare, Medicaid, Insurance, Claim, Provider Relations, Training, Customer Service
Education
Plymouth State University 2000 — 2004
Bachelor of Science (B.S.), Human Resources Management
Kima Bacevicius Kima Bacevicius's Fidelity Investments Experience October 2011 - February 2012
Job On Premise Sales Representative at Southern Wine & Spirits
Industry Wine and Spirits
Experience
Southern Wine & Spirits May 2014 - Present
Owl's Nest Golf Club and Resort May 2011 - June 2014
Loon Mountain Resort November 2013 - May 2014
Loon Mountain Resort July 2012 - July 2013
Fidelity Investments October 2011 - February 2012
Plymouth State University January 2009 - August 2011
Oakley Industries June 2006 - February 2011
UPS July 2010 - August 2010
Skills
Kronos, RTP, Essbase, STAR, FHA, WIA, Coolworks, Microsoft Office
Education
Plymouth State University 2007 — 2011
BS, Management
LCC International University 2009 — 2009
Economics
Southern Wine & Spirits May 2014 - Present
Owl's Nest Golf Club and Resort May 2011 - June 2014
Loon Mountain Resort November 2013 - May 2014
Loon Mountain Resort July 2012 - July 2013
Fidelity Investments October 2011 - February 2012
Plymouth State University January 2009 - August 2011
Oakley Industries June 2006 - February 2011
UPS July 2010 - August 2010
Skills
Kronos, RTP, Essbase, STAR, FHA, WIA, Coolworks, Microsoft Office
Education
Plymouth State University 2007 — 2011
BS, Management
LCC International University 2009 — 2009
Economics
David Blomgren, PHR, SHRM-CP David Blomgren, PHR, SHRM-CP's Fidelity Investments Experience September 2006 - August 2008
Job HR Business Partner at ADP TotalSource
Industry Human Resources
Experience
ADP TotalSource September 2012 - Present
Liberty Mutual Insurance March 2011 - August 2012
Liberty Mutual Insurance April 2009 - February 2011
Liberty Mutual Insurance September 2008 - March 2009
Fidelity Investments September 2006 - August 2008
Fidelity Investments August 2004 - August 2006
Fidelity Investments July 1999 - July 2004
Fidelity Investments May 1996 - June 1999
Skills
HRIS, Human Resources, FMLA, Benefits Administration, Employee Relations, Onboarding, HR Policies, New Hire Orientations, Employee Benefits, HR Consulting, Training, Employee Training, Open Enrollment, PEO, COBRA, FLSA, Employee Handbooks, Compensation, Personnel Management, Process Improvement, Recruiting, ADP Payroll, Employee Engagement, HRO, Payroll, Applicant Tracking..., Deferred Compensation, Policy, Workforce Planning
Education
Plymouth State University 1992 — 1996
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
ADP TotalSource September 2012 - Present
Liberty Mutual Insurance March 2011 - August 2012
Liberty Mutual Insurance April 2009 - February 2011
Liberty Mutual Insurance September 2008 - March 2009
Fidelity Investments September 2006 - August 2008
Fidelity Investments August 2004 - August 2006
Fidelity Investments July 1999 - July 2004
Fidelity Investments May 1996 - June 1999
Skills
HRIS, Human Resources, FMLA, Benefits Administration, Employee Relations, Onboarding, HR Policies, New Hire Orientations, Employee Benefits, HR Consulting, Training, Employee Training, Open Enrollment, PEO, COBRA, FLSA, Employee Handbooks, Compensation, Personnel Management, Process Improvement, Recruiting, ADP Payroll, Employee Engagement, HRO, Payroll, Applicant Tracking..., Deferred Compensation, Policy, Workforce Planning
Education
Plymouth State University 1992 — 1996
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
Keith Cardoza Keith Cardoza's Fidelity Investments Experience March 2004 - October 2008
Job Account Executive at Aetna Student Health
Industry Hospital & Health Care
Experience
Aetna Student Health March 2014 - Present
Aetna Student Health November 2008 - March 2014
Fidelity Investments March 2004 - October 2008
Providian Financial September 2001 - March 2004
Skills
Organizational..., Performance Enhancement, Client Relationship..., Alliance Building, Coaching & Facilitation, CRM, Performance Management, Management, Team Building, Process Improvement, Customer Satisfaction, Project Management, Human Resources, Program Management, Strategic Planning, Coaching, Team Leadership, Business Process..., Change Management, Start-ups, Cross-functional Team..., Outsourcing, Analysis, Vendor Management, Leadership, Strategic Alliances, Call Centers, Customer Service, Business Development, Insurance, Team Management, Employee Engagement
Education
Plymouth State University 1995 — 2002
BA, Sociology/Anthropology
Kingswood Regional High School
Aetna Student Health March 2014 - Present
Aetna Student Health November 2008 - March 2014
Fidelity Investments March 2004 - October 2008
Providian Financial September 2001 - March 2004
Skills
Organizational..., Performance Enhancement, Client Relationship..., Alliance Building, Coaching & Facilitation, CRM, Performance Management, Management, Team Building, Process Improvement, Customer Satisfaction, Project Management, Human Resources, Program Management, Strategic Planning, Coaching, Team Leadership, Business Process..., Change Management, Start-ups, Cross-functional Team..., Outsourcing, Analysis, Vendor Management, Leadership, Strategic Alliances, Call Centers, Customer Service, Business Development, Insurance, Team Management, Employee Engagement
Education
Plymouth State University 1995 — 2002
BA, Sociology/Anthropology
Kingswood Regional High School
Paul Laundry Paul Laundry's Fidelity Investments Experience January 1998 - January 2000
Job Sr. Recruiter at Primark U.S.
Industry Staffing and Recruiting
Experience
Primark Stores Limited March 2015 - Present
Keurig Green Mountain July 2013 - March 2015
Iron Mountain February 2011 - June 2013
The Brendemer Group, Inc April 2002 - February 2012
Endeca 2007 - 2008
Engage Inc. (CMGI Company) January 2000 - March 2002
Fidelity Investments January 1998 - January 2000
Skills
Recruiting, Applicant Tracking..., Talent Acquisition, Leadership, Contract Recruitment, Salesforce.com, Sales, Human Resources, Employee Benefits, Interviews, Account Management, Customer Service, Strategy, CRM
Education
Plymouth State University 1990 — 1994
BS
Billerica High School
Primark Stores Limited March 2015 - Present
Keurig Green Mountain July 2013 - March 2015
Iron Mountain February 2011 - June 2013
The Brendemer Group, Inc April 2002 - February 2012
Endeca 2007 - 2008
Engage Inc. (CMGI Company) January 2000 - March 2002
Fidelity Investments January 1998 - January 2000
Skills
Recruiting, Applicant Tracking..., Talent Acquisition, Leadership, Contract Recruitment, Salesforce.com, Sales, Human Resources, Employee Benefits, Interviews, Account Management, Customer Service, Strategy, CRM
Education
Plymouth State University 1990 — 1994
BS
Billerica High School
Chris Kelliher, MBA, CFP® Chris Kelliher, MBA, CFP®'s Fidelity Investments Experience August 2002 - June 2013
Job Wealth Manager at Creative Planning
Industry Financial Services
Experience
Creative Planning Inc. June 2013 - Present
Fidelity Investments August 2002 - June 2013
Skills
Account Management, New Business Development, Sales Management, Solution Selling, Process Improvement, Team Leadership, Relationship Management, Wealth Management, Retirement Planning, Estate Planning, Personal Tax Planning, Insurance, Series 63, Financial Services, Mutual Funds, Retirement, Series 7, Wealth Management..., Wealth
Education
Southern New Hampshire University 2003 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Plymouth State University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General, 3.7
Trinity High School 1994 — 1998
Creative Planning Inc. June 2013 - Present
Fidelity Investments August 2002 - June 2013
Skills
Account Management, New Business Development, Sales Management, Solution Selling, Process Improvement, Team Leadership, Relationship Management, Wealth Management, Retirement Planning, Estate Planning, Personal Tax Planning, Insurance, Series 63, Financial Services, Mutual Funds, Retirement, Series 7, Wealth Management..., Wealth
Education
Southern New Hampshire University 2003 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Plymouth State University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General, 3.7
Trinity High School 1994 — 1998
Thomas Cowan Thomas Cowan's Fidelity Investments Experience August 2014 - Present
Job High Net Worth Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Liberty Mutual Insurance May 2013 - August 2013
Pemi Valley Chamber of Commerce January 2013 - April 2013
Hannaford Bros. Co. February 2008 - February 2013
Skills
Internet, Management, Economics, Microsoft Excel, Microsoft Word, Microsoft Office, Organization, Communication, Sales, Marketing, Business Strategy, Leadership, Team Building, Customer Service, Negotiation, PowerPoint, R&D, Event Planning, Training, Outlook
Education
Plymouth State University 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments August 2014 - Present
Liberty Mutual Insurance May 2013 - August 2013
Pemi Valley Chamber of Commerce January 2013 - April 2013
Hannaford Bros. Co. February 2008 - February 2013
Skills
Internet, Management, Economics, Microsoft Excel, Microsoft Word, Microsoft Office, Organization, Communication, Sales, Marketing, Business Strategy, Leadership, Team Building, Customer Service, Negotiation, PowerPoint, R&D, Event Planning, Training, Outlook
Education
Plymouth State University 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Jennifer Edwards's Fidelity Investments Experience July 2011 - Present
Job Sr. Data Analyst at Fidelity Investments
Industry Information Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments August 2008 - July 2011
Fidelity Investments June 2004 - August 2008
Education
Plymouth State University 2000 — 2004
BS, Actuarial Mathematics
Fidelity Investments July 2011 - Present
Fidelity Investments August 2008 - July 2011
Fidelity Investments June 2004 - August 2008
Education
Plymouth State University 2000 — 2004
BS, Actuarial Mathematics
John Osgood's Fidelity Investments Experience April 1996 - Present
Job Vendor Data Manager at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments April 1996 - Present
Skills
Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Financial Services, Equities, Financial Modeling, Investments, Vendor Management, Financial Analysis, Fixed Income, Visio, Process Improvement, Mutual Funds, Data Analysis
Education
Plymouth State University 1988 — 1992
Bachelor of Arts (BA), Sociology
Maine Central Institute 1986 — 1987
Fidelity Investments April 1996 - Present
Skills
Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Financial Services, Equities, Financial Modeling, Investments, Vendor Management, Financial Analysis, Fixed Income, Visio, Process Improvement, Mutual Funds, Data Analysis
Education
Plymouth State University 1988 — 1992
Bachelor of Arts (BA), Sociology
Maine Central Institute 1986 — 1987
Brian Glow's Fidelity Investments Experience 1999 - 2001
Job Executive Account Manager
Industry Government Relations
Experience
GovConnection December 2001 - Present
Fidelity Investments 1999 - 2001
Education
Plymouth State University 1994 — 1999
GovConnection December 2001 - Present
Fidelity Investments 1999 - 2001
Education
Plymouth State University 1994 — 1999
Christin Donovan's Fidelity Investments Experience November 2000 - Present
Job Technical Investigations Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2000 - Present
Stream International November 1999 - November 2000
Education
Plymouth State University
Fidelity Investments November 2000 - Present
Stream International November 1999 - November 2000
Education
Plymouth State University
Dana Merrill's Fidelity Investments Experience April 2012 - June 2014
Job Experienced Manager of Projects, People and Programs
Industry Insurance
Experience
MetLife September 2014 - Present
Fidelity Investments April 2012 - June 2014
Veritude June 2011 - May 2012
Angelica Corporation November 2010 - June 2011
True Advisory Services August 2009 - June 2011
Fidelity Investments January 1997 - August 2009
A.G. Edwards & Sons, Inc. October 1995 - December 1996
Freudenberg-NOK June 1983 - August 1994
Skills
SDLC, Process Improvement, Team Leadership, CRM, PMP, Program Management, Six Sigma, Employee Benefits, Business Analysis, Business Strategy, Management, Leadership, Analysis, PMO, Project Management, Business Intelligence, Business Development, Integration, Marketing, Strategic Planning, Strategy, Staff Development, Human Resources, Enterprise Software, Budgets, Vendor Management, Consulting, Cross-functional Team..., Change Management, Outsourcing, Project Portfolio..., Software Project..., Business Process, Requirements Analysis, Requirements Gathering, Resource Management, Agile Methodologies, Team Building, Project Planning, Financial Services, Business Process...
Education
Plymouth State University 1988 — 1993
BA, Music: Voice, theatre
Rochester Institute of Technology 1986 — 1987
Biotechnology/Pre-Med
MetLife September 2014 - Present
Fidelity Investments April 2012 - June 2014
Veritude June 2011 - May 2012
Angelica Corporation November 2010 - June 2011
True Advisory Services August 2009 - June 2011
Fidelity Investments January 1997 - August 2009
A.G. Edwards & Sons, Inc. October 1995 - December 1996
Freudenberg-NOK June 1983 - August 1994
Skills
SDLC, Process Improvement, Team Leadership, CRM, PMP, Program Management, Six Sigma, Employee Benefits, Business Analysis, Business Strategy, Management, Leadership, Analysis, PMO, Project Management, Business Intelligence, Business Development, Integration, Marketing, Strategic Planning, Strategy, Staff Development, Human Resources, Enterprise Software, Budgets, Vendor Management, Consulting, Cross-functional Team..., Change Management, Outsourcing, Project Portfolio..., Software Project..., Business Process, Requirements Analysis, Requirements Gathering, Resource Management, Agile Methodologies, Team Building, Project Planning, Financial Services, Business Process...
Education
Plymouth State University 1988 — 1993
BA, Music: Voice, theatre
Rochester Institute of Technology 1986 — 1987
Biotechnology/Pre-Med
Michele Davis Boucher's Fidelity Investments Experience December 2014 - Present
Job Director of Quality Assurance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments March 2005 - December 2014
Fidelity Investments July 2000 - March 2005
State Street 1998 - 2000
State Street 1994 - 1996
Skills
Quality Assurance, Accounting, Management, Software Project..., Financial Services, Equities, Mutual Funds, Fixed Income, Testing, User Acceptance Testing, Requirements Analysis, Process Improvement, SDLC, Quality Center, Business Planning, HP Quality Center, Business Analysis
Education
Plymouth State University 1989 — 1994
Bachelor’s Degree, Business/Managerial Economics
Plymouth State University
Fidelity Investments December 2014 - Present
Fidelity Investments March 2005 - December 2014
Fidelity Investments July 2000 - March 2005
State Street 1998 - 2000
State Street 1994 - 1996
Skills
Quality Assurance, Accounting, Management, Software Project..., Financial Services, Equities, Mutual Funds, Fixed Income, Testing, User Acceptance Testing, Requirements Analysis, Process Improvement, SDLC, Quality Center, Business Planning, HP Quality Center, Business Analysis
Education
Plymouth State University 1989 — 1994
Bachelor’s Degree, Business/Managerial Economics
Plymouth State University
Kelly Heavey-Esposito's Fidelity Investments Experience August 2009 - Present
Job HR Associate
Industry Financial Services
Experience
Fidelity Investments August 2009 - Present
Fidelity Investments May 2005 - August 2009
Fidelity Investments October 2004 - May 2005
Fidelity Investments July 2000 - October 2004
Education
Plymouth State University 1995 — 1999
Bachelor's degree, Early Childhood Education and Teaching
Pembroke Academy
Fidelity Investments August 2009 - Present
Fidelity Investments May 2005 - August 2009
Fidelity Investments October 2004 - May 2005
Fidelity Investments July 2000 - October 2004
Education
Plymouth State University 1995 — 1999
Bachelor's degree, Early Childhood Education and Teaching
Pembroke Academy
Michael Puglisi's Fidelity Investments Experience May 2001 - Present
Job Oracle Configuration Consultant H&W Implementations at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 2001 - Present
John Hancock November 1999 - May 2001
John Hancock June 1997 - November 1999
Skills
Agile Methodologies, Leadership, Requirements Analysis, SDLC, Business Analysis, Oracle, PL/SQL, Requirements Gathering, SQL, Program Management, Unix, Business Intelligence, Process Improvement, Project Management, Cross-functional Team..., Visio, Databases, Software Documentation, Solution Architecture, Quality Center, Team Leadership, Project Planning, Software Development, Oracle Applications, Relational Databases, Outsourcing, Software Project..., Testing, Systems Analysis, Data Warehousing, Analysis, Oracle E-Business Suite, IT Strategy, Web Services
Education
Plymouth State University 1992 — 1996
Bachelor of Science (BS), Marketing
Fidelity Investments May 2001 - Present
John Hancock November 1999 - May 2001
John Hancock June 1997 - November 1999
Skills
Agile Methodologies, Leadership, Requirements Analysis, SDLC, Business Analysis, Oracle, PL/SQL, Requirements Gathering, SQL, Program Management, Unix, Business Intelligence, Process Improvement, Project Management, Cross-functional Team..., Visio, Databases, Software Documentation, Solution Architecture, Quality Center, Team Leadership, Project Planning, Software Development, Oracle Applications, Relational Databases, Outsourcing, Software Project..., Testing, Systems Analysis, Data Warehousing, Analysis, Oracle E-Business Suite, IT Strategy, Web Services
Education
Plymouth State University 1992 — 1996
Bachelor of Science (BS), Marketing
Mark Sawicki's Fidelity Investments Experience
Job Sr Fund Replication Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Equities, Mutual Funds, Financial Services, Securities, Investments, Bloomberg
Education
Plymouth State University 1991 — 1995
Business, Math
Fidelity Investments
Skills
Equities, Mutual Funds, Financial Services, Securities, Investments, Bloomberg
Education
Plymouth State University 1991 — 1995
Business, Math
Cindy Pelletier's Fidelity Investments Experience June 2008 - Present
Job Vice President Solutions Architect at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2008 - Present
Fidelity Investments March 2006 - June 2008
Skills
Customer Relations
Education
Plymouth State University 1982 — 1985
BS, Business Administration-Management
Southern New Hampshire University
Fidelity Investments June 2008 - Present
Fidelity Investments March 2006 - June 2008
Skills
Customer Relations
Education
Plymouth State University 1982 — 1985
BS, Business Administration-Management
Southern New Hampshire University
Holly Castle's Fidelity Investments Experience March 2007 - Present
Job Production Supervisor at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments March 2007 - Present
Holly Castle 2002 - 2007
Harpell 1996 - 2001
Skills
Direct Mail, Direct Marketing, Advertising, Email Marketing, Creative Direction, Marketing Communications, Digital Marketing, Creative Strategy, Digital Printing, Brand Development, Adobe Creative Suite, Online Advertising, Brochures, Account Management, Marketing, Integrated Marketing, Budgets, Packaging, Trade Shows
Education
Plymouth State University
B.S. Business Administration, Marketing
Fidelity Investments March 2007 - Present
Holly Castle 2002 - 2007
Harpell 1996 - 2001
Skills
Direct Mail, Direct Marketing, Advertising, Email Marketing, Creative Direction, Marketing Communications, Digital Marketing, Creative Strategy, Digital Printing, Brand Development, Adobe Creative Suite, Online Advertising, Brochures, Account Management, Marketing, Integrated Marketing, Budgets, Packaging, Trade Shows
Education
Plymouth State University
B.S. Business Administration, Marketing
David M O'Neil's Fidelity Investments Experience July 2002 - May 2008
Job Benefits Specialist at ADP TotalSource
Industry Human Resources
Experience
ADP TotalSource December 2008 - Present
ADP TotalSource November 2008 - Present
FIDELITY INVESTMENT August 2002 - May 2008
Fidelity Investments July 2002 - May 2008
Dunstable Video November 1996 - June 2004
Main Dunstable Video October 1996 - May 2004
Main Dunstable Video October 1996 - May 2004
Best Buy November 2001 - July 2002
Best Buy November 2001 - July 2002
Skills
Training, Employee Benefits, Benefits Administration, Leadership, Time Management, Customer Service, Insurance, Research, HRIS, Employee Relations, Onboarding, Human Resources
Education
Plymouth State University 1997 — 2001
BS, Managment
Plymouth State University 1997 — 2001
Bachelors of Science, ManagementOption in Human Resources
Fidelity Investment's Service Delivery University
ADP TotalSource December 2008 - Present
ADP TotalSource November 2008 - Present
FIDELITY INVESTMENT August 2002 - May 2008
Fidelity Investments July 2002 - May 2008
Dunstable Video November 1996 - June 2004
Main Dunstable Video October 1996 - May 2004
Main Dunstable Video October 1996 - May 2004
Best Buy November 2001 - July 2002
Best Buy November 2001 - July 2002
Skills
Training, Employee Benefits, Benefits Administration, Leadership, Time Management, Customer Service, Insurance, Research, HRIS, Employee Relations, Onboarding, Human Resources
Education
Plymouth State University 1997 — 2001
BS, Managment
Plymouth State University 1997 — 2001
Bachelors of Science, ManagementOption in Human Resources
Fidelity Investment's Service Delivery University
Steven Pottle's Fidelity Investments Experience June 2015 - Present
Job Director of Pricing Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments January 2011 - June 2015
Fidelity Investments January 2007 - December 2010
Wellington Management 2005 - 2007
Vanguard 2001 - 2007
Skills
Financial Services, Mutual Funds, Securities, Equities, Fixed Income, Investments, Bloomberg, Financial Analysis, Risk Management, Asset Management, Relationship Management, Alternative Investments, Hedge Funds
Education
Plymouth State University 1994 — 1998
Boothbay Region High School 1991 — 1994
Fidelity Investments June 2015 - Present
Fidelity Investments January 2011 - June 2015
Fidelity Investments January 2007 - December 2010
Wellington Management 2005 - 2007
Vanguard 2001 - 2007
Skills
Financial Services, Mutual Funds, Securities, Equities, Fixed Income, Investments, Bloomberg, Financial Analysis, Risk Management, Asset Management, Relationship Management, Alternative Investments, Hedge Funds
Education
Plymouth State University 1994 — 1998
Boothbay Region High School 1991 — 1994
Jeff Desmond's Fidelity Investments Experience November 2014 - Present
Job Trust Oversight Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments April 2012 - November 2014
Fidelity Investments August 2011 - April 2012
Fidelity Investments December 2005 - August 2011
Putnam Investments 2000 - 2005
Skills
Bloomberg, Fixed Income, Financial Analysis, Financial Reporting, Fund Accounting, Risk Management
Education
Suffolk University - Sawyer School of Management 2006 — 2010
MBA
Plymouth State University 1996 — 2000
BS Business Management
Fidelity Investments November 2014 - Present
Fidelity Investments April 2012 - November 2014
Fidelity Investments August 2011 - April 2012
Fidelity Investments December 2005 - August 2011
Putnam Investments 2000 - 2005
Skills
Bloomberg, Fixed Income, Financial Analysis, Financial Reporting, Fund Accounting, Risk Management
Education
Suffolk University - Sawyer School of Management 2006 — 2010
MBA
Plymouth State University 1996 — 2000
BS Business Management
Nicole Salmon's Fidelity Investments Experience November 2011 - Present
Job Systems Services Support Analyst
Industry Information Technology and Services
Experience
Fidelity Investments November 2011 - Present
Fidelity Investments December 2005 - November 2011
Fidelity Investments December 2004 - December 2005
Skills
Customer Service, Call Center, Customer Satisfaction, Microsoft Office, Customer Experience, Business Analysis, Microsoft Excel, Outlook
Education
Plymouth State University 2001 — 2004
BS, Information Technology
Fidelity Investments November 2011 - Present
Fidelity Investments December 2005 - November 2011
Fidelity Investments December 2004 - December 2005
Skills
Customer Service, Call Center, Customer Satisfaction, Microsoft Office, Customer Experience, Business Analysis, Microsoft Excel, Outlook
Education
Plymouth State University 2001 — 2004
BS, Information Technology
Jeff Blomgren CFP(r)'s Fidelity Investments Experience June 2013 - Present
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Charles Schwab May 2008 - May 2013
Fidelity Investments 2005 - 2008
Education
Plymouth State University 1993 — 1997
BS, Management
Fidelity Investments June 2013 - Present
Charles Schwab May 2008 - May 2013
Fidelity Investments 2005 - 2008
Education
Plymouth State University 1993 — 1997
BS, Management
Bob Boudreau's Fidelity Investments Experience
Job Retirement Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Retirement, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, 401k, Financial Services, Series 7, Investments, Uniform Combined State..., Leadership, Series 6, Wealth Management, Portfolio Management, Risk Management, Customer Service, Relationship Management, Mergers & Acquisitions, Pensions, Investment Advisory, Financial Analysis, Investment Strategies, Securities, IRAs, Strategic Financial..., Fixed Annuities, Business Planning
Education
Plymouth State University 1975 — 1980
BS, Business Administration
Fidelity Investments
Skills
Retirement, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, 401k, Financial Services, Series 7, Investments, Uniform Combined State..., Leadership, Series 6, Wealth Management, Portfolio Management, Risk Management, Customer Service, Relationship Management, Mergers & Acquisitions, Pensions, Investment Advisory, Financial Analysis, Investment Strategies, Securities, IRAs, Strategic Financial..., Fixed Annuities, Business Planning
Education
Plymouth State University 1975 — 1980
BS, Business Administration
Adam Wobrock's Fidelity Investments Experience January 2009 - Present
Job Senior Fund Accountant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2009 - Present
Skills
Fund Accounting, Mutual Funds, Fund Administration, Bloomberg, Corporate Actions, Hedge Funds, Securities, Fund Of Funds, Equities, Fixed Income, Financial Analysis, Alternative Investments
Education
Plymouth State University 1999 — 2004
Bachelor's degree, Accounting
Fidelity Investments January 2009 - Present
Skills
Fund Accounting, Mutual Funds, Fund Administration, Bloomberg, Corporate Actions, Hedge Funds, Securities, Fund Of Funds, Equities, Fixed Income, Financial Analysis, Alternative Investments
Education
Plymouth State University 1999 — 2004
Bachelor's degree, Accounting
Jennifer Crowley's Fidelity Investments Experience August 1998 - April 2002
Job Lighthouse School, Inc
Industry Education Management
Experience
Lighthouse School, Inc November 2013 - Present
MorphoTrust ™ USA April 2012 - January 2013
Symphony Teleca March 2011 - July 2012
Childcare April 2002 - April 2011
Fidelity Investments August 1998 - April 2002
Fidelity Investments 2001 - 2002
Education
Plymouth State University 1991 — 1995
BA, Psychology
Lighthouse School, Inc November 2013 - Present
MorphoTrust ™ USA April 2012 - January 2013
Symphony Teleca March 2011 - July 2012
Childcare April 2002 - April 2011
Fidelity Investments August 1998 - April 2002
Fidelity Investments 2001 - 2002
Education
Plymouth State University 1991 — 1995
BA, Psychology
Prabakar Sivaraj's Fidelity Investments Experience October 2009 - May 2013
Job Consultant Project Manager at Veritude
Industry Information Technology and Services
Experience
Veritude June 2013 - Present
Fidelity Investments October 2009 - May 2013
Fidelity Investments October 2006 - October 2009
Fidelity Investments June 2000 - September 2006
Skills
Software Project..., Agile & Waterfall..., SDLC, Requirements Analysis, Requirements Gathering, Software Development, Systems Analysis, Software Engineering, Quality Assurance, Project Management, Process Improvement, XML, Leadership, Analysis, MS Project, Management, Program Management
Education
Pondicherry University 1994 — 1998
Master of Management Engineering, IT
Pondicherry University 1993 — 1994
PG Diploma in Financial Management, Finance, General
NIIT india 1992 — 1993
Diploma in Systems Management, Information Technology
Southern New Hampshire University
Master of Business Administration (MBA), Business Administration and Management, General
Veritude June 2013 - Present
Fidelity Investments October 2009 - May 2013
Fidelity Investments October 2006 - October 2009
Fidelity Investments June 2000 - September 2006
Skills
Software Project..., Agile & Waterfall..., SDLC, Requirements Analysis, Requirements Gathering, Software Development, Systems Analysis, Software Engineering, Quality Assurance, Project Management, Process Improvement, XML, Leadership, Analysis, MS Project, Management, Program Management
Education
Pondicherry University 1994 — 1998
Master of Management Engineering, IT
Pondicherry University 1993 — 1994
PG Diploma in Financial Management, Finance, General
NIIT india 1992 — 1993
Diploma in Systems Management, Information Technology
Southern New Hampshire University
Master of Business Administration (MBA), Business Administration and Management, General
Amanda Spiegel's Fidelity Investments Experience December 2013 - Present
Job Voice of the Participant Lead at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments September 2012 - November 2013
Fidelity August 2000 - September 2012
Skills
Series 63, Series 6, Series 7
Education
Plymouth State University 1996 — 2000
Bachelor of Science, Business Management/Finance, Economics
Fidelity Investments December 2013 - Present
Fidelity Investments September 2012 - November 2013
Fidelity August 2000 - September 2012
Skills
Series 63, Series 6, Series 7
Education
Plymouth State University 1996 — 2000
Bachelor of Science, Business Management/Finance, Economics
Joshua Norse's Fidelity Investments Experience October 2012 - Present
Job Product Manager Securities Lending at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Fidelity Investments February 2008 - November 2012
Fidelity Investments February 2004 - February 2008
Fidelity Investments February 1999 - February 2004
Skills
Trading, Securities Lending, Equities, Fixed Income, Bloomberg, Relationship Management, Back Office, Middle Office, Fund Accounting, Financial Reporting, Mutual Funds
Education
Plymouth State University 1994 — 1998
Business Management, Economics
Fidelity Investments October 2012 - Present
Fidelity Investments February 2008 - November 2012
Fidelity Investments February 2004 - February 2008
Fidelity Investments February 1999 - February 2004
Skills
Trading, Securities Lending, Equities, Fixed Income, Bloomberg, Relationship Management, Back Office, Middle Office, Fund Accounting, Financial Reporting, Mutual Funds
Education
Plymouth State University 1994 — 1998
Business Management, Economics
Dave Blomgren's Fidelity Investments Experience May 1996 - August 2008
Job Human Resources Representative at Liberty Mutual Group
Industry Insurance
Experience
Liberty Mutual Group April 2009 - Present
Liberty Mutual September 2008 - March 2009
Fidelity Investments May 1996 - August 2008
Education
Plymouth State University 1992 — 1996
Bachelor, Management, Human Resources
Liberty Mutual Group April 2009 - Present
Liberty Mutual September 2008 - March 2009
Fidelity Investments May 1996 - August 2008
Education
Plymouth State University 1992 — 1996
Bachelor, Management, Human Resources
Daniel Hennessy, CFA's Fidelity Investments Experience 1999 - 1999
Job Senior Consultant at NEPC, Investment adviser for TaftHartley and Public retirement plans.
Industry Investment Management
Experience
NEPC, LLC January 2015 - Present
Alan D. Biller & Associates October 2011 - December 2014
Alan D. Biller & Associates January 2011 - October 2011
Accretive Research & Management 2009 - January 2011
Franklin Templeton Investments 2000 - 2008
Fidelity Investments 1999 - 1999
McKinsey & Company 1996 - 1998
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance Major with a concentration in Investment Management
Pomona College 1992 — 1996
BA, Mathematical Economics, cum laude
Punahou School 1984 — 1992
NEPC, LLC January 2015 - Present
Alan D. Biller & Associates October 2011 - December 2014
Alan D. Biller & Associates January 2011 - October 2011
Accretive Research & Management 2009 - January 2011
Franklin Templeton Investments 2000 - 2008
Fidelity Investments 1999 - 1999
McKinsey & Company 1996 - 1998
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance Major with a concentration in Investment Management
Pomona College 1992 — 1996
BA, Mathematical Economics, cum laude
Punahou School 1984 — 1992
Scot MacDonald, CFP®'s Fidelity Investments Experience January 2013 - Present
Job Regional Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments October 2011 - December 2012
Fidelity Investments September 2009 - September 2011
Fidelity Investments January 2006 - August 2009
Fidelity Investments January 2004 - December 2006
Fidelity Investments December 2001 - December 2004
Skills
Investments, Retirement Planning, Portfolio Management, Asset Allocation, Mutual Funds, CRM, Retirement, Series 7, Strategic Financial..., Sales, Management, Investment Strategies, Financial Services, Series 63, Finance
Education
Plymouth State University 1993 — 1997
BA, Business Management
Fidelity Investments January 2013 - Present
Fidelity Investments October 2011 - December 2012
Fidelity Investments September 2009 - September 2011
Fidelity Investments January 2006 - August 2009
Fidelity Investments January 2004 - December 2006
Fidelity Investments December 2001 - December 2004
Skills
Investments, Retirement Planning, Portfolio Management, Asset Allocation, Mutual Funds, CRM, Retirement, Series 7, Strategic Financial..., Sales, Management, Investment Strategies, Financial Services, Series 63, Finance
Education
Plymouth State University 1993 — 1997
BA, Business Management
Kevin Drago's Fidelity Investments Experience February 2012 - Present
Job Workplace guidance associate
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Education
Plymouth State University 1992 — 1997
BS Accounting, Business
Fidelity Investments February 2012 - Present
Education
Plymouth State University 1992 — 1997
BS Accounting, Business
Nathan Provencher's Fidelity Investments Experience February 2012 - Present
Job Director Risk Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Fidelity Investments July 2007 - February 2012
Fidelity Investments February 2006 - July 2007
Fidelity Investments September 2004 - January 2006
Skills
Process Improvement, Retirement, Team Building, Call Centers, Business Strategy, Risk Management, Employee Benefits, Business Process..., Project Management
Education
Plymouth State University 1997 — 2002
BS, Psychology
Fidelity Investments February 2012 - Present
Fidelity Investments July 2007 - February 2012
Fidelity Investments February 2006 - July 2007
Fidelity Investments September 2004 - January 2006
Skills
Process Improvement, Retirement, Team Building, Call Centers, Business Strategy, Risk Management, Employee Benefits, Business Process..., Project Management
Education
Plymouth State University 1997 — 2002
BS, Psychology
Charles Cullinan's Fidelity Investments Experience February 2005 - Present
Job Premier Cash Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2005 - Present
Education
Plymouth State University 1995 — 1999
BS, Social Science Ed 2nd Ed
Fidelity Investments February 2005 - Present
Education
Plymouth State University 1995 — 1999
BS, Social Science Ed 2nd Ed
Carl Pearl's Fidelity Investments Experience August 2009 - Present
Job .
Industry Financial Services
Sarah Przybyla's Fidelity Investments Experience 2007 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
TreeTop Technologies September 2006 - March 2009
Fidelity Investments 2007 - 2009
Education
Southern New Hampshire University 2003 — 2006
Masters, MBA
Plymouth State University 1996 — 2001
Bachelor's, Management/Finance
TreeTop Technologies September 2006 - March 2009
Fidelity Investments 2007 - 2009
Education
Southern New Hampshire University 2003 — 2006
Masters, MBA
Plymouth State University 1996 — 2001
Bachelor's, Management/Finance
Mykul Haun's Fidelity Investments Experience August 2009 - August 2010
Job Owner Sniper Academy
Industry Sports
Experience
Sniper Academy Hockey March 2012 - Present
New York Apple Core March 2012 - Present
BlueStreak Sports Training August 2010 - March 2012
Fidelity Investments August 2009 - August 2010
Danbury Mad Hatters Professional Hockey Team October 2008 - March 2009
Townshend Hockey Skating Systems May 2008 - August 2008
Jamestown Vikings Professional Hockey Team November 2007 - February 2008
Skills
Sports, Strength Training, Hockey, Fitness, Athletics, Coaching, Personal Training, Exercise Physiology, Training, Fitness Training, Scouting, Sports Marketing, Strength, Performance Enhancement, Rehabilitation, Weight Training, Team Building, Sports Coaching
Education
Plymouth State University 2003 — 2007
BS, Exercise Science & Minor in Health
Banff Community High School 1997 — 2000
Sniper Academy Hockey March 2012 - Present
New York Apple Core March 2012 - Present
BlueStreak Sports Training August 2010 - March 2012
Fidelity Investments August 2009 - August 2010
Danbury Mad Hatters Professional Hockey Team October 2008 - March 2009
Townshend Hockey Skating Systems May 2008 - August 2008
Jamestown Vikings Professional Hockey Team November 2007 - February 2008
Skills
Sports, Strength Training, Hockey, Fitness, Athletics, Coaching, Personal Training, Exercise Physiology, Training, Fitness Training, Scouting, Sports Marketing, Strength, Performance Enhancement, Rehabilitation, Weight Training, Team Building, Sports Coaching
Education
Plymouth State University 2003 — 2007
BS, Exercise Science & Minor in Health
Banff Community High School 1997 — 2000
Sebastian Thomas's Fidelity Investments Experience June 1999 - August 1999
Job Director at RCM, CFA
Industry Financial Services
Experience
Allianz Global Investors July 2003 - Present
Roger Engemann and Associates July 2000 - June 2003
Fidelity Investments June 1999 - August 1999
Morgan Stanley Investment Management July 1996 - August 1998
Federal Reserve Board July 1994 - June 1996
Skills
Equities, Investments, Fixed Income, Portfolio Management, Trading, Economics, Analysis, Mergers & Acquisitions, Mutual Funds, Finance, Equity Research, Hedge Funds, Valuation, Research, Financial Modeling, Alternative Investments, Capital Markets, Asset Management, Bloomberg
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Analytic Finance and Strategy
Pomona College 1990 — 1994
BA, Economics
Allianz Global Investors July 2003 - Present
Roger Engemann and Associates July 2000 - June 2003
Fidelity Investments June 1999 - August 1999
Morgan Stanley Investment Management July 1996 - August 1998
Federal Reserve Board July 1994 - June 1996
Skills
Equities, Investments, Fixed Income, Portfolio Management, Trading, Economics, Analysis, Mergers & Acquisitions, Mutual Funds, Finance, Equity Research, Hedge Funds, Valuation, Research, Financial Modeling, Alternative Investments, Capital Markets, Asset Management, Bloomberg
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Analytic Finance and Strategy
Pomona College 1990 — 1994
BA, Economics
Alan Berkov, CFA's Fidelity Investments Experience August 2007 - Present
Job Vice President Consultant Relations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
Metropolitan West Asset Management April 2002 - August 2006
Wilshire Associates June 1999 - March 2002
Asset Strategy Consulting October 1995 - June 1999
Canterbury Consulting June 1993 - September 1995
Collins Associates December 1991 - December 1992
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Business
Pomona College 1984 — 1988
BA, Political Science
Fidelity Investments August 2007 - Present
Metropolitan West Asset Management April 2002 - August 2006
Wilshire Associates June 1999 - March 2002
Asset Strategy Consulting October 1995 - June 1999
Canterbury Consulting June 1993 - September 1995
Collins Associates December 1991 - December 1992
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Business
Pomona College 1984 — 1988
BA, Political Science
Diana Duggan's Fidelity Investments Experience December 2012 - Present
Job Data management at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments December 2012 - Present
Fidelity Investments September 2006 - December 2012
Skills
Data Analysis, Microsoft Office
Education
Plymouth State University 2002 — 2006
Bachelor, Biotechnology
Fidelity Investments December 2012 - Present
Fidelity Investments September 2006 - December 2012
Skills
Data Analysis, Microsoft Office
Education
Plymouth State University 2002 — 2006
Bachelor, Biotechnology
Amy Cirrone's Fidelity Investments Experience November 2013 - Present
Job Derivatives Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
The MENTOR Network January 2013 - November 2013
Fidelity Investments April 2012 - December 2012
Airgas August 2011 - April 2012
Digital Federal Credit Union January 2011 - July 2011
Juniper Networks July 2010 - August 2010
Insurance Tailors in London February 2010 - April 2010
2009- Digital Federal Credit Union June 2007 - January 2009
Skills
Banking, Customer Service, Finance, System Administration, Accounting, Financial Analysis, Data Entry, Repossessions
Education
Plymouth State University 2007 — 2011
Bachelor, Finance
Fidelity Investments November 2013 - Present
The MENTOR Network January 2013 - November 2013
Fidelity Investments April 2012 - December 2012
Airgas August 2011 - April 2012
Digital Federal Credit Union January 2011 - July 2011
Juniper Networks July 2010 - August 2010
Insurance Tailors in London February 2010 - April 2010
2009- Digital Federal Credit Union June 2007 - January 2009
Skills
Banking, Customer Service, Finance, System Administration, Accounting, Financial Analysis, Data Entry, Repossessions
Education
Plymouth State University 2007 — 2011
Bachelor, Finance
Dean Emerson's Fidelity Investments Experience 1996 - 2002
Job Territory Sales Manager at Accureference Medical Lab
Industry Hospital & Health Care
Experience
Accureference Medical Lab February 2012 - Present
Wicked Irish Clothing LLC September 2009 - July 2012
LOUDMOUTH GOLF 2009 - 2010
Pfizer Pharmaceuticals April 2003 - April 2009
Fidelity Investments 1996 - 2002
Skills
Apparel, Sales Management, Customer Service, Customer Relations, Marketing Strategy, Promotions, Strategic Planning, Market Research, Fundraising, Merchandising
Education
Plymouth State University 1988 — 1993
BS, Marketing
Accureference Medical Lab February 2012 - Present
Wicked Irish Clothing LLC September 2009 - July 2012
LOUDMOUTH GOLF 2009 - 2010
Pfizer Pharmaceuticals April 2003 - April 2009
Fidelity Investments 1996 - 2002
Skills
Apparel, Sales Management, Customer Service, Customer Relations, Marketing Strategy, Promotions, Strategic Planning, Market Research, Fundraising, Merchandising
Education
Plymouth State University 1988 — 1993
BS, Marketing
Eliza Badeau's Fidelity Investments Experience 2014 - Present
Job Strategic Communications Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Fidelity Investments 2013 - 2014
Fidelity Investments 2011 - 2013
Fidelity Investments 2010 - 2011
Fidelity Investments June 2010 - 2010
Skills
Analysis, Microsoft Excel, PowerPoint, Data Entry, Microsoft Office, Customer Service, Access, Outlook, Financial Analysis, Microsoft Word, Data Analysis, Leadership, Communication, Detailed Organization, Highly detail oriented, Close Attention to..., Proactive self-starter, Written & Oral..., Written & Verbal...
Education
Plymouth State University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Plymouth State University 2006 — 2010
BS, Marketing
Fidelity Investments 2014 - Present
Fidelity Investments 2013 - 2014
Fidelity Investments 2011 - 2013
Fidelity Investments 2010 - 2011
Fidelity Investments June 2010 - 2010
Skills
Analysis, Microsoft Excel, PowerPoint, Data Entry, Microsoft Office, Customer Service, Access, Outlook, Financial Analysis, Microsoft Word, Data Analysis, Leadership, Communication, Detailed Organization, Highly detail oriented, Close Attention to..., Proactive self-starter, Written & Oral..., Written & Verbal...
Education
Plymouth State University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Plymouth State University 2006 — 2010
BS, Marketing
Shannon McKenney's Fidelity Investments Experience October 2008 - June 2013
Job Compliance Administrator II at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services July 2014 - Present
Fidelity Investments October 2008 - June 2013
STATE STREET CORPORATION August 2007 - March 2008
State Street Corporation May 2006 - August 2007
State Street Corporation August 2005 - May 2006
Skills
Fund Accounting, Analysis, Accounting, Bloomberg, Auditing, General Ledger, Microsoft Excel, Mutual Funds, Financial Analysis, Securities, Microsoft Word, Financial Services
Education
Plymouth State University 2002 — 2005
BA, Psychology
SUFFOLK UNIVERSITY, SAWYER BUSINESS SCHOOL
Graduate Diploma, Professional Accounting
Boston Financial Data Services July 2014 - Present
Fidelity Investments October 2008 - June 2013
STATE STREET CORPORATION August 2007 - March 2008
State Street Corporation May 2006 - August 2007
State Street Corporation August 2005 - May 2006
Skills
Fund Accounting, Analysis, Accounting, Bloomberg, Auditing, General Ledger, Microsoft Excel, Mutual Funds, Financial Analysis, Securities, Microsoft Word, Financial Services
Education
Plymouth State University 2002 — 2005
BA, Psychology
SUFFOLK UNIVERSITY, SAWYER BUSINESS SCHOOL
Graduate Diploma, Professional Accounting
Alicia Vassallo's Fidelity Investments Experience May 2012 - Present
Job Financial Services
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
shoe startup 2012 - 2013
Boutique Week LLC August 2010 - December 2010
Wells Fargo Financial 2010 - 2010
Caribbean Industrial Products August 2009 - December 2009
Skills
Excel, Word, PowerPoint, Microsoft Office, Outlook, Customer Service, Customer Relations, Administration, Budgeting, Spreadsheets, Access, Event Management, Teamwork, Public Relations, Time Management, Quickbooks, Social Media, Administrative Support, Data Entry, Accounting, Writing, Problem Solving, Scheduling, Telephone Skills, Typing, Public Speaking, Social Media Marketing, Strategic Planning, Economics
Education
Plymouth State University 2008 — 2010
B.S. Business Administration
University of New Hampshire 2007 — 2009
Associate's of Applied Science
Fidelity Investments May 2012 - Present
shoe startup 2012 - 2013
Boutique Week LLC August 2010 - December 2010
Wells Fargo Financial 2010 - 2010
Caribbean Industrial Products August 2009 - December 2009
Skills
Excel, Word, PowerPoint, Microsoft Office, Outlook, Customer Service, Customer Relations, Administration, Budgeting, Spreadsheets, Access, Event Management, Teamwork, Public Relations, Time Management, Quickbooks, Social Media, Administrative Support, Data Entry, Accounting, Writing, Problem Solving, Scheduling, Telephone Skills, Typing, Public Speaking, Social Media Marketing, Strategic Planning, Economics
Education
Plymouth State University 2008 — 2010
B.S. Business Administration
University of New Hampshire 2007 — 2009
Associate's of Applied Science
Shannon Bouchard's Fidelity Investments Experience May 2015 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Skills
Investments, Risk Management, Finance, Microsoft Excel, Financial Services, Portfolio Management, Process Improvement, Business Analysis, Securities, FINRA, Trading, Mutual Funds, Retirement Planning, Series 7, Equities, Series 63, Bloomberg
Education
Plymouth State University 2005 — 2009
BS, Finance/Economics
Fidelity Investments May 2015 - Present
Skills
Investments, Risk Management, Finance, Microsoft Excel, Financial Services, Portfolio Management, Process Improvement, Business Analysis, Securities, FINRA, Trading, Mutual Funds, Retirement Planning, Series 7, Equities, Series 63, Bloomberg
Education
Plymouth State University 2005 — 2009
BS, Finance/Economics
Jan Roczniak's Fidelity Investments Experience January 1988 - Present
Job programmer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 1988 - Present
Skills
C++, Requirements Analysis, SQL, JCL, Software Project..., DB2, SDLC, Agile Methodologies, Linux, Java
Education
Politechnika Śląska w Gliwicach
Master of Science (MSc), Electrical Engineering
University of Warsaw
2 years, Theoretical Mathematic
Fidelity Investments January 1988 - Present
Skills
C++, Requirements Analysis, SQL, JCL, Software Project..., DB2, SDLC, Agile Methodologies, Linux, Java
Education
Politechnika Śląska w Gliwicach
Master of Science (MSc), Electrical Engineering
University of Warsaw
2 years, Theoretical Mathematic
Hillary McDonough's Fidelity Investments Experience September 2011 - Present
Job Tax Exempt Customer Service Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Education
Plymouth State University 2005 — 2009
BS, Business Administration
Fidelity Investments September 2011 - Present
Education
Plymouth State University 2005 — 2009
BS, Business Administration
Frank Danay's Fidelity Investments Experience March 2014 - January 2015
Job Investment Operations Specialist
Industry Financial Services
Experience
Hartford Investment Management (HIMCO) January 2015 - Present
Fidelity Investments March 2014 - January 2015
State Farm Insurance April 2012 - March 2014
Skills
Finance, Banking, General Insurance, Life Insurance, Mutual Funds, Relationship Management, Investments, Microsoft Excel, Microsoft Office
Education
Post University, Malcolm Baldrige School of Business 2011 — 2013
Bachelor of Science, Finance
Plymouth State University 2008 — 2010
Finance
Hartford Investment Management (HIMCO) January 2015 - Present
Fidelity Investments March 2014 - January 2015
State Farm Insurance April 2012 - March 2014
Skills
Finance, Banking, General Insurance, Life Insurance, Mutual Funds, Relationship Management, Investments, Microsoft Excel, Microsoft Office
Education
Post University, Malcolm Baldrige School of Business 2011 — 2013
Bachelor of Science, Finance
Plymouth State University 2008 — 2010
Finance
Scott Hummel's Fidelity Investments Experience December 2007 - Present
Job Lead Fund Accounting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2007 - Present
Fidelity Investments June 2007 - December 2007
Skills
Mutual Funds, Financial Analysis, Bloomberg, Fund Accounting, Securities, Investments, Fixed Income, Strategic Financial..., Equities, Financial Services, Financial Modeling, Financial Reporting, Accounting, Account Reconciliation, Finance, Valuation, Asset Management, Risk Management, Hedge Funds, Corporate Finance
Education
Plymouth State University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Montville High School 1999 — 2003
Fidelity Investments December 2007 - Present
Fidelity Investments June 2007 - December 2007
Skills
Mutual Funds, Financial Analysis, Bloomberg, Fund Accounting, Securities, Investments, Fixed Income, Strategic Financial..., Equities, Financial Services, Financial Modeling, Financial Reporting, Accounting, Account Reconciliation, Finance, Valuation, Asset Management, Risk Management, Hedge Funds, Corporate Finance
Education
Plymouth State University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Montville High School 1999 — 2003
Suzanne O'Gara's Fidelity Investments Experience April 2000 - March 2005
Job Emergency Services Outreach Specialist (REAP Counselor) at The Mental Health Center of Greater Manchester
Industry Mental Health Care
Experience
The Mental Health Center of Greater Manchester July 2014 - Present
Southern New Hampshire Services January 2014 - May 2014
Melmark April 2013 - December 2013
New Hampshire Housing Finance Authority April 2010 - October 2010
City of Manchester, NH September 2005 - November 2008
Fidelity Investments April 2000 - March 2005
American Training, Inc. February 1999 - April 2000
Catholic Medical Center May 1996 - January 1999
Education
Southern New Hampshire University 1999 — 2015
Master of Science (MS), Organizational Leadership
Plymouth State University 1995 — 1998
Bachelor of Arts (B.A.), Psychology
The Mental Health Center of Greater Manchester July 2014 - Present
Southern New Hampshire Services January 2014 - May 2014
Melmark April 2013 - December 2013
New Hampshire Housing Finance Authority April 2010 - October 2010
City of Manchester, NH September 2005 - November 2008
Fidelity Investments April 2000 - March 2005
American Training, Inc. February 1999 - April 2000
Catholic Medical Center May 1996 - January 1999
Education
Southern New Hampshire University 1999 — 2015
Master of Science (MS), Organizational Leadership
Plymouth State University 1995 — 1998
Bachelor of Arts (B.A.), Psychology
Lindsay Koprivica's Fidelity Investments Experience June 2013 - Present
Job Full Trader at Fidelity Investments
Industry Insurance
Experience
Fidelity Investments June 2013 - Present
GEICO 2008 - 2011
Skills
Insurance, Customer Service, Invoicing, Policy, Property & Casualty..., Liability, General Insurance, Casualty Insurance, Claims Management, Commercial Insurance, Legal Liability, Underwriting, Claim Investigation, Subrogation
Education
University of South Florida 2008 — 2012
Bachelor's degree, Criminology
Polk Community College 2006 — 2008
Associates degree
Fidelity Investments June 2013 - Present
GEICO 2008 - 2011
Skills
Insurance, Customer Service, Invoicing, Policy, Property & Casualty..., Liability, General Insurance, Casualty Insurance, Claims Management, Commercial Insurance, Legal Liability, Underwriting, Claim Investigation, Subrogation
Education
University of South Florida 2008 — 2012
Bachelor's degree, Criminology
Polk Community College 2006 — 2008
Associates degree
Devon Aubin's Fidelity Investments Experience July 2015 - Present
Job Retail Professional
Industry Retail
Experience
Fidelity Investments July 2015 - Present
Aubin Hardware Inc. 2007 - 2011
Skills
Customer Service, Visual Merchandising, Retail Sales, Store Management, Merchandising, Inventory Control, Inventory Management, Loss Prevention, Cashiering, Retail, Telephone Skills, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Time Management, PowerPoint
Education
Plymouth State University 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Fidelity Investments July 2015 - Present
Aubin Hardware Inc. 2007 - 2011
Skills
Customer Service, Visual Merchandising, Retail Sales, Store Management, Merchandising, Inventory Control, Inventory Management, Loss Prevention, Cashiering, Retail, Telephone Skills, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Time Management, PowerPoint
Education
Plymouth State University 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Jacklyn Digman's Fidelity Investments Experience June 2014 - Present
Job Retirement and Benefits Financial Associate at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2014 - Present
Partners HealthCare at Home & Spaulding Rehabilitation Network Careers May 2013 - January 2014
Tufts Health Plan May 2011 - August 2013
Plymouth State University September 2012 - May 2013
Skills
Data Entry, Event Planning, Time Management, Spreadsheets, Databases, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Critical Thinking, Fundraising, Healthcare, Public Speaking, Microsoft Office, Outlook, Access, Nonprofits, Medical Records, Research, Data Analysis, Teamwork, Facebook
Education
Plymouth State University 2010 — 2014
Bachelor's degree, Accounting
Plymouth State University 2010 — 2014
Accounting
Fidelity Investments June 2014 - Present
Partners HealthCare at Home & Spaulding Rehabilitation Network Careers May 2013 - January 2014
Tufts Health Plan May 2011 - August 2013
Plymouth State University September 2012 - May 2013
Skills
Data Entry, Event Planning, Time Management, Spreadsheets, Databases, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Critical Thinking, Fundraising, Healthcare, Public Speaking, Microsoft Office, Outlook, Access, Nonprofits, Medical Records, Research, Data Analysis, Teamwork, Facebook
Education
Plymouth State University 2010 — 2014
Bachelor's degree, Accounting
Plymouth State University 2010 — 2014
Accounting
Aatif Rathod's Fidelity Investments Experience February 2010 - December 2013
Job Regional Sales Manager at ActOn Software
Industry Financial Services
Experience
Granite State Crossfit October 2011 - Present
Fidelity Investments February 2010 - December 2013
Fidelity Investments November 2006 - January 2010
Fidelity Investments November 2005 - November 2006
Skills
Hold Series 7, 63, 66..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets
Education
Plymouth State University 2003 — 2005
Business Administration and Management, General
Purdue University 2000 — 2003
Granite State Crossfit October 2011 - Present
Fidelity Investments February 2010 - December 2013
Fidelity Investments November 2006 - January 2010
Fidelity Investments November 2005 - November 2006
Skills
Hold Series 7, 63, 66..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets
Education
Plymouth State University 2003 — 2005
Business Administration and Management, General
Purdue University 2000 — 2003
Joseph Follis's Fidelity Investments Experience May 2014 - August 2014
Job Student at Plymouth State University
Industry
Experience
Fidelity Investments May 2014 - August 2014
Education
Plymouth State University 2013 — 2015
Bachelor's Degree, Information Technology
Fidelity Investments May 2014 - August 2014
Education
Plymouth State University 2013 — 2015
Bachelor's Degree, Information Technology
Andrea Cappello's Fidelity Investments Experience 2000 - 2009
Job Product Support Specialist
Industry
Experience
GT Advanced Technologies December 2010 - May 2015
Fidelity Investments 2000 - 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, SAP
Education
Plymouth State University
Early Childhood Education and Teaching
GT Advanced Technologies December 2010 - May 2015
Fidelity Investments 2000 - 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, SAP
Education
Plymouth State University
Early Childhood Education and Teaching
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank