Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Chad Buchanan Chad Buchanan's Fidelity Investments Experience October 2009 - September 2010
Job COO and General Counsel, Premikati, Inc.
Industry Management Consulting
Experience
Premikati, Inc. May 2009 - Present
Ariba December 2010 - April 2014
Fidelity Investments October 2009 - September 2010
Axcess Financial November 2006 - March 2009
Zurich North America June 2005 - November 2006
Wellpoint, Inc. (previously Anthem) February 2004 - June 2005
Cummins, Inc June 1994 - September 2003
Skills
Procurement, Risk Management, Leadership, Forecasting, Customer Satisfaction, Vendor Management, Process Improvement, Strategic Sourcing, Program Management, Cross-functional Team..., Operations Management, Change Management, Supply Management, Supply Chain Management, Business Process..., Contract Management, Project Management, Outsourcing, Budgets, Six Sigma, Negotiation, Mergers & Acquisitions, Contract Negotiation, Strategy, Business Analysis, Strategic Planning, Product Management, PMO, Training, Management, Performance Management, Team Leadership, Enterprise Software, Analysis, Management Consulting, ERP, Project Planning, Human Resources, Business Strategy, Business Development, Consulting, SaaS, Supply Chain, Cloud Computing, Professional Services, Business Process
Education
Indiana University Robert H. McKinney School of Law 2001 — 2005
JD, Law
Rose-Hulman Institute of Technology 1990 — 1994
BS, Mechanical Engineering
South Decatur
South Decatur
Premikati, Inc. May 2009 - Present
Ariba December 2010 - April 2014
Fidelity Investments October 2009 - September 2010
Axcess Financial November 2006 - March 2009
Zurich North America June 2005 - November 2006
Wellpoint, Inc. (previously Anthem) February 2004 - June 2005
Cummins, Inc June 1994 - September 2003
Skills
Procurement, Risk Management, Leadership, Forecasting, Customer Satisfaction, Vendor Management, Process Improvement, Strategic Sourcing, Program Management, Cross-functional Team..., Operations Management, Change Management, Supply Management, Supply Chain Management, Business Process..., Contract Management, Project Management, Outsourcing, Budgets, Six Sigma, Negotiation, Mergers & Acquisitions, Contract Negotiation, Strategy, Business Analysis, Strategic Planning, Product Management, PMO, Training, Management, Performance Management, Team Leadership, Enterprise Software, Analysis, Management Consulting, ERP, Project Planning, Human Resources, Business Strategy, Business Development, Consulting, SaaS, Supply Chain, Cloud Computing, Professional Services, Business Process
Education
Indiana University Robert H. McKinney School of Law 2001 — 2005
JD, Law
Rose-Hulman Institute of Technology 1990 — 1994
BS, Mechanical Engineering
South Decatur
South Decatur
Allison LeMay's Fidelity Investments Experience November 2010 - Present
Job Key Account Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2010 - Present
Fidelity Investments September 2009 - November 2010
Fidelity Investments November 2007 - September 2009
Fidelity Investments March 2005 - November 2007
Fidelity Investments June 2004 - March 2005
Sovereign Bank October 2001 - June 2004
EBI CONSULTANTS July 2000 - September 2001
Education
Rollins College
Bachelor of Arts, Environmental Studies
Fidelity Investments November 2010 - Present
Fidelity Investments September 2009 - November 2010
Fidelity Investments November 2007 - September 2009
Fidelity Investments March 2005 - November 2007
Fidelity Investments June 2004 - March 2005
Sovereign Bank October 2001 - June 2004
EBI CONSULTANTS July 2000 - September 2001
Education
Rollins College
Bachelor of Arts, Environmental Studies
Irina Moses Irina Moses's Fidelity Investments Experience June 2013 - Present
Job Accounting Manager at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments June 2013 - Present
McGladrey November 2009 - June 2013
Veris Consulting, Inc June 2008 - August 2008
Education
Rutgers Business School 2005 — 2009
BS, Accounting, Psychology
Fidelity Investments June 2013 - Present
McGladrey November 2009 - June 2013
Veris Consulting, Inc June 2008 - August 2008
Education
Rutgers Business School 2005 — 2009
BS, Accounting, Psychology
Brian Waters Brian Waters's Fidelity Investments Experience 2007 - 2010
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2010 - Present
Fidelity Investments 2007 - 2010
Pershing 2002 - 2007
Pershing 2001 - 2002
Skills
Requirements Gathering, Process Improvement, Vendor Management, Cost Basis Reporting, Financial Analysis, Microsoft Office, Tax Reporting, Risk Management, Investments, Strategy, Finance, Business Analysis, Training, Capital Markets, Customer Service, Leadership, Management, Analysis, Project Management, Agile & Waterfall..., UAT coordination
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2011
MBA, Management & Business Strategy
Rutgers University-New Brunswick 1996 — 2001
BA, Economics & Geography
University of Reading 1998 — 1999
Study Abroad, Economics & Geography
J.P. Morgan 2010 - Present
Fidelity Investments 2007 - 2010
Pershing 2002 - 2007
Pershing 2001 - 2002
Skills
Requirements Gathering, Process Improvement, Vendor Management, Cost Basis Reporting, Financial Analysis, Microsoft Office, Tax Reporting, Risk Management, Investments, Strategy, Finance, Business Analysis, Training, Capital Markets, Customer Service, Leadership, Management, Analysis, Project Management, Agile & Waterfall..., UAT coordination
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2011
MBA, Management & Business Strategy
Rutgers University-New Brunswick 1996 — 2001
BA, Economics & Geography
University of Reading 1998 — 1999
Study Abroad, Economics & Geography
Karine Blanc's Fidelity Investments Experience February 2013 - July 2014
Job Analyst, Portfolio Management at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2014 - Present
Fidelity Investments February 2013 - July 2014
Morgan Stanley June 2012 - August 2012
Prudential Financial April 2010 - May 2012
Pearson North America June 2009 - August 2009
Skills
Financial Analysis, Investments, Microsoft Office, Microsoft Excel, Financial Modeling, Strategic Financial..., Financial Reporting, Access, Insurance
Education
Rutgers University 2008 — 2012
BA, Economics & Political Science
Jackson Memorial 2004 — 2008
High School
Lincoln Financial Group July 2014 - Present
Fidelity Investments February 2013 - July 2014
Morgan Stanley June 2012 - August 2012
Prudential Financial April 2010 - May 2012
Pearson North America June 2009 - August 2009
Skills
Financial Analysis, Investments, Microsoft Office, Microsoft Excel, Financial Modeling, Strategic Financial..., Financial Reporting, Access, Insurance
Education
Rutgers University 2008 — 2012
BA, Economics & Political Science
Jackson Memorial 2004 — 2008
High School
Richard McElroy Richard McElroy's Fidelity Investments Experience June 2014 - August 2014
Job Student at Rutgers, The State University of New JerseyNew Brunswick Campus
Industry Financial Services
Experience
North Brunswick Township, Department of Finance August 2015 - Present
Salt Creek Grille August 2014 - Present
Fidelity Investments June 2014 - August 2014
Domani Ristorante (Formerly Bensi) January 2011 - March 2014
Fidelity Investments June 2013 - August 2013
Skills
Money Management, Finance, Critical Thinking, Data Analysis, Team Leadership, Financial Analysis, Sales, Research, Customer Service, Teamwork, Microsoft Office, Microsoft Excel, Time Management, Microsoft Word, PowerPoint, Data Entry, Marketing, Facebook, Access
Education
Rutgers University-New Brunswick 2011 — 2015
Bachelor's degree, Human Resource Management and Economics
North Brunswick Township, Department of Finance August 2015 - Present
Salt Creek Grille August 2014 - Present
Fidelity Investments June 2014 - August 2014
Domani Ristorante (Formerly Bensi) January 2011 - March 2014
Fidelity Investments June 2013 - August 2013
Skills
Money Management, Finance, Critical Thinking, Data Analysis, Team Leadership, Financial Analysis, Sales, Research, Customer Service, Teamwork, Microsoft Office, Microsoft Excel, Time Management, Microsoft Word, PowerPoint, Data Entry, Marketing, Facebook, Access
Education
Rutgers University-New Brunswick 2011 — 2015
Bachelor's degree, Human Resource Management and Economics
Shannon Kelly Shannon Kelly's Fidelity Investments Experience 1995 - 1997
Job President, Retirement Services at Ascensus
Industry Financial Services
Experience
Ascensus 2014 - Present
Ascensus 2010 - 2013
Ascensus 2005 - 2010
Ascensus 2001 - 2004
Mellon Bank 1997 - 2001
Fidelity Investments 1995 - 1997
Prudential Securities, Inc. 1992 - 1995
Prudential Securities, Inc. 1987 - 1992
Skills
Process Improvement, Operations Management, Executive Management, Financial Services, Vendor Management
Education
Farleigh Dickinson University
Master of Business Administration (M.B.A.), Management and Finance
Rutgers University-New Brunswick
Bachelor's Degree, English and Communication
Ascensus 2014 - Present
Ascensus 2010 - 2013
Ascensus 2005 - 2010
Ascensus 2001 - 2004
Mellon Bank 1997 - 2001
Fidelity Investments 1995 - 1997
Prudential Securities, Inc. 1992 - 1995
Prudential Securities, Inc. 1987 - 1992
Skills
Process Improvement, Operations Management, Executive Management, Financial Services, Vendor Management
Education
Farleigh Dickinson University
Master of Business Administration (M.B.A.), Management and Finance
Rutgers University-New Brunswick
Bachelor's Degree, English and Communication
Kevin O'Fee Kevin O'Fee's Fidelity Investments Experience January 2012 - August 2013
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Ignites March 2014 - May 2014
Fidelity Investments January 2012 - August 2013
USAA August 2010 - July 2011
Lincoln Financial Group March 2007 - July 2010
New York Life Investment Management December 2001 - January 2007
UBS PaineWebber December 1989 - December 2001
Merrill Lynch January 1985 - December 1988
Standard & Poor's January 1984 - January 1985
Merrill Lynch August 1981 - 1984
Skills
Retirement, Strategy, Product Management, 401k, Wealth Management, Investments, Asset Allocation, Mutual Funds, Series 7, IRAs, Leadership, Finance, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1981
MBA
Rutgers University-New Brunswick 1975 — 1979
BA, English
Edward Jones September 2014 - Present
Ignites March 2014 - May 2014
Fidelity Investments January 2012 - August 2013
USAA August 2010 - July 2011
Lincoln Financial Group March 2007 - July 2010
New York Life Investment Management December 2001 - January 2007
UBS PaineWebber December 1989 - December 2001
Merrill Lynch January 1985 - December 1988
Standard & Poor's January 1984 - January 1985
Merrill Lynch August 1981 - 1984
Skills
Retirement, Strategy, Product Management, 401k, Wealth Management, Investments, Asset Allocation, Mutual Funds, Series 7, IRAs, Leadership, Finance, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1981
MBA
Rutgers University-New Brunswick 1975 — 1979
BA, English
Thomas Custance Thomas Custance's Fidelity Investments Experience September 2013 - Present
Job Restricted Stock Analyst at Fidelity
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Education
Roger Williams University 2009 — 2013
Fidelity Investments September 2013 - Present
Education
Roger Williams University 2009 — 2013
Gary Callahan's Fidelity Investments Experience August 2012 - Present
Job Vice President Sales
Industry Financial Services
Experience
Resource Real Estate August 2014 - Present
Behringer Harvard May 2013 - Present
Fidelity Investments August 2012 - Present
Priority Capital Group/ Griffin Capital October 2009 - April 2012
Transamerica December 2007 - August 2009
AmREIT July 2004 - November 2007
Lincoln Financial Group July 2001 - June 2004
BNY Mellon 1993 - 2001
Skills
Series 7, Series 6, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Series 66, NJ Life Insurance ...
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts (B.A.), Communication, General
Resource Real Estate August 2014 - Present
Behringer Harvard May 2013 - Present
Fidelity Investments August 2012 - Present
Priority Capital Group/ Griffin Capital October 2009 - April 2012
Transamerica December 2007 - August 2009
AmREIT July 2004 - November 2007
Lincoln Financial Group July 2001 - June 2004
BNY Mellon 1993 - 2001
Skills
Series 7, Series 6, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Series 66, NJ Life Insurance ...
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts (B.A.), Communication, General
Michele Bailey, MBA, PHR, SHRM-CP Michele Bailey, MBA, PHR, SHRM-CP's Fidelity Investments Experience July 2013 - Present
Job Director, Talent Management at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments June 2012 - June 2013
Fidelity Investments December 2005 - March 2012
Fidelity Investments September 2003 - December 2005
Fidelity Investments August 2002 - August 2003
IBM March 2000 - July 2002
IBM June 1998 - December 2001
IBM August 1999 - March 2000
IBM June 1998 - July 1999
Johnson & Johnson April 1997 - April 1998
Skills
Talent Management, Performance Management, Workforce Planning, Technical Recruiting, Applicant Tracking..., Business Relationship..., HRO, Learning Management, Program Management, Process Improvement, Analytics, Analytical Abilities, Client Services, Service Delivery, Customer Service, Change Control, Customer Satisfaction, Corporate Actions, Negotiation, HR Consulting, Compensation, Succession Planning
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1998
MBA, HR, Strategic Management
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
B.S, Management
Fidelity Investments July 2013 - Present
Fidelity Investments June 2012 - June 2013
Fidelity Investments December 2005 - March 2012
Fidelity Investments September 2003 - December 2005
Fidelity Investments August 2002 - August 2003
IBM March 2000 - July 2002
IBM June 1998 - December 2001
IBM August 1999 - March 2000
IBM June 1998 - July 1999
Johnson & Johnson April 1997 - April 1998
Skills
Talent Management, Performance Management, Workforce Planning, Technical Recruiting, Applicant Tracking..., Business Relationship..., HRO, Learning Management, Program Management, Process Improvement, Analytics, Analytical Abilities, Client Services, Service Delivery, Customer Service, Change Control, Customer Satisfaction, Corporate Actions, Negotiation, HR Consulting, Compensation, Succession Planning
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1998
MBA, HR, Strategic Management
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
B.S, Management
William Hamilton's Fidelity Investments Experience February 2008 - September 2010
Job Sr. Lean Transformation Expert and Project Manager at McGrawHill, Standard and Poors
Industry Financial Services
Experience
McGraw-hill, Standard and Poors September 2014 - Present
S&P Ratings October 2011 - December 2014
TCS Productions , LLC September 2010 - October 2011
Fidelity Investments February 2008 - September 2010
AXA-Equitable February 2006 - February 2008
Quest Diagnostics Inc March 2005 - February 2006
Thales January 1998 - February 2004
Mackaty Radio Systems, subsidiary of Thales S.A. January 1995 - January 1998
Auxilec S.A. January 1988 - January 1995
Skills
Business Transformation, Lean Transformation, Cultural Transformation, Change Management, OPEX, Operational Excellence, Coaching, Executive Coaching, Six Sigma, Process Improvement, Cross-functional Team..., Business Analysis, Strategy, Leadership, Management, Business Process..., Personal Development, Project Management, Customer Service, Training, Lean Manufacturing, Risk Management, Program Management, Financial Services, Aerospace, Insurance, Healthcare
Education
Rutgers University-New Brunswick 1984 — 1987
BA, Dual BA in English and French Literature
Farleigh Dickinson University 1990 — 1993
MBA Program, MBA in International Business (30 credits)
Lockheed/Rutgers University
Raritan Community College
The Six Sigma Academy
Certification, Six Sigma
McGraw-hill, Standard and Poors September 2014 - Present
S&P Ratings October 2011 - December 2014
TCS Productions , LLC September 2010 - October 2011
Fidelity Investments February 2008 - September 2010
AXA-Equitable February 2006 - February 2008
Quest Diagnostics Inc March 2005 - February 2006
Thales January 1998 - February 2004
Mackaty Radio Systems, subsidiary of Thales S.A. January 1995 - January 1998
Auxilec S.A. January 1988 - January 1995
Skills
Business Transformation, Lean Transformation, Cultural Transformation, Change Management, OPEX, Operational Excellence, Coaching, Executive Coaching, Six Sigma, Process Improvement, Cross-functional Team..., Business Analysis, Strategy, Leadership, Management, Business Process..., Personal Development, Project Management, Customer Service, Training, Lean Manufacturing, Risk Management, Program Management, Financial Services, Aerospace, Insurance, Healthcare
Education
Rutgers University-New Brunswick 1984 — 1987
BA, Dual BA in English and French Literature
Farleigh Dickinson University 1990 — 1993
MBA Program, MBA in International Business (30 credits)
Lockheed/Rutgers University
Raritan Community College
The Six Sigma Academy
Certification, Six Sigma
Christopher Ramsden Christopher Ramsden's Fidelity Investments Experience April 2004 - June 2008
Job Employee Benefits and Insurance Professional
Industry Insurance
Experience
Voluntary Employee Benefits September 2013 - Present
SuperMedia LLC June 2012 - December 2012
e-Dialog/eBay July 2009 - November 2011
Fidelity Communications and Advertising June 2008 - February 2009
Fidelity Investments April 2004 - June 2008
Winthrop Marine February 2002 - February 2004
GVA Thompson Doyle April 2001 - January 2002
Edwards and Kelcey December 2000 - April 2001
Cycle the Americas for Multiple Sclerosis June 1996 - April 1997
Team Reebok Whitbread Round the World Race Team October 1992 - May 1994
Skills
Voluntary Employee..., Program Management, Employee Benefits, Problem Solving, Sales, Negotiation, Account Management, Project Management, Social Media, Life Insurance, Health Insurance, Analysis, CRM, Contract Negotiation, Marketing, Integrated Marketing, Advertising, SEO, Start-ups, Public Relations, Direct Marketing, Management, Strategy, Marketing Communications, Team Leadership, Email Marketing, Customer Relations, SEM, Online Marketing, Digital Marketing, Microsoft Office, Excel, Marketing Strategy, Planning, SEO Studies, MS Project, Disability Insurance, Online Advertising, Lead Generation
Education
Rollins College - Crummer Graduate School of Business 1998 — 2000
MBA, Marketing and Management
Salem State University 1989 — 1992
Bachelor of Science, Communications / Advertising . Minor Modern Languages.
University of Massachusetts Dartmouth 1983 — 1985
Mechanical Engineering
Voluntary Employee Benefits September 2013 - Present
SuperMedia LLC June 2012 - December 2012
e-Dialog/eBay July 2009 - November 2011
Fidelity Communications and Advertising June 2008 - February 2009
Fidelity Investments April 2004 - June 2008
Winthrop Marine February 2002 - February 2004
GVA Thompson Doyle April 2001 - January 2002
Edwards and Kelcey December 2000 - April 2001
Cycle the Americas for Multiple Sclerosis June 1996 - April 1997
Team Reebok Whitbread Round the World Race Team October 1992 - May 1994
Skills
Voluntary Employee..., Program Management, Employee Benefits, Problem Solving, Sales, Negotiation, Account Management, Project Management, Social Media, Life Insurance, Health Insurance, Analysis, CRM, Contract Negotiation, Marketing, Integrated Marketing, Advertising, SEO, Start-ups, Public Relations, Direct Marketing, Management, Strategy, Marketing Communications, Team Leadership, Email Marketing, Customer Relations, SEM, Online Marketing, Digital Marketing, Microsoft Office, Excel, Marketing Strategy, Planning, SEO Studies, MS Project, Disability Insurance, Online Advertising, Lead Generation
Education
Rollins College - Crummer Graduate School of Business 1998 — 2000
MBA, Marketing and Management
Salem State University 1989 — 1992
Bachelor of Science, Communications / Advertising . Minor Modern Languages.
University of Massachusetts Dartmouth 1983 — 1985
Mechanical Engineering
Doris Lucia's Fidelity Investments Experience July 2006 - March 2007
Job HR Process Training Developer at IBM Global Process Services
Industry Information Technology and Services
Experience
IBM September 2012 - Present
IBM Corporation / Zerochaos April 2011 - August 2012
IBM November 2007 - March 2010
Hodge & Kittrell Realtors September 2007 - October 2007
Express Personnel/Centex Homes April 2007 - September 2007
Fidelity Investments July 2006 - March 2007
Fidelity Investments 2006 - 2007
Fidelity Investments September 2004 - July 2006
Fidelity Investments January 2006 - May 2006
IBM Annual Enrollment October 2005 - November 2005
Skills
Management, Customer Satisfaction, Business Analysis, Customer Service, Business Process..., Project Management, Process Improvement, Business Process, Outsourcing, Change Management, Lotus Notes, Visio, Business Strategy, Project Planning, MS Project, Human Resources, Office Administration, German, Structured Authoring, Knowledge Transfer, Knowledge Base, Knowledge Management, Contact Centers, Auditing, Process Control, Quality Management, Microsoft Office, Contact Center..., Communication, Training Delivery, Curriculum Design, Coursework Design and..., Budget Administration, Training, Program Management, Leadership, Vendor Management
Education
High Honors, Rutgers University
B.A
Rutgers University
BA, German, Biology
IBM September 2012 - Present
IBM Corporation / Zerochaos April 2011 - August 2012
IBM November 2007 - March 2010
Hodge & Kittrell Realtors September 2007 - October 2007
Express Personnel/Centex Homes April 2007 - September 2007
Fidelity Investments July 2006 - March 2007
Fidelity Investments 2006 - 2007
Fidelity Investments September 2004 - July 2006
Fidelity Investments January 2006 - May 2006
IBM Annual Enrollment October 2005 - November 2005
Skills
Management, Customer Satisfaction, Business Analysis, Customer Service, Business Process..., Project Management, Process Improvement, Business Process, Outsourcing, Change Management, Lotus Notes, Visio, Business Strategy, Project Planning, MS Project, Human Resources, Office Administration, German, Structured Authoring, Knowledge Transfer, Knowledge Base, Knowledge Management, Contact Centers, Auditing, Process Control, Quality Management, Microsoft Office, Contact Center..., Communication, Training Delivery, Curriculum Design, Coursework Design and..., Budget Administration, Training, Program Management, Leadership, Vendor Management
Education
High Honors, Rutgers University
B.A
Rutgers University
BA, German, Biology
Mohammad Arif Khan's Fidelity Investments Experience May 2015 - August 2015
Job Student at Rutgers University
Industry Information Technology and Services
Experience
Fidelity Investments May 2015 - August 2015
Edison-Metuchen Orthopedics Group May 2014 - July 2014
Hillside New Tech High School August 2012 - May 2013
NC Department of Transportation May 2010 - May 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Visual Basic, HTML, Access, Management, Communication, Marketing Strategy, Databases, Public Speaking, Teamwork, SQL, Team Leadership, Research, Data Analysis, Leadership, Social Media
Education
Rutgers University-New Brunswick 2013 — 2016
Bachelor’s Degree, Information Technology and Informatics, 3.32
Hillside New Tech High School 2009 — 2013
Fidelity Investments May 2015 - August 2015
Edison-Metuchen Orthopedics Group May 2014 - July 2014
Hillside New Tech High School August 2012 - May 2013
NC Department of Transportation May 2010 - May 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Visual Basic, HTML, Access, Management, Communication, Marketing Strategy, Databases, Public Speaking, Teamwork, SQL, Team Leadership, Research, Data Analysis, Leadership, Social Media
Education
Rutgers University-New Brunswick 2013 — 2016
Bachelor’s Degree, Information Technology and Informatics, 3.32
Hillside New Tech High School 2009 — 2013
Marek Mezyk Marek Mezyk's Fidelity Investments Experience March 2012 - September 2012
Job Institutional Fund Client Service Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Lord Abbett & Co. LLC October 2012 - May 2015
Fidelity Investments March 2012 - September 2012
Fidelity Investments May 2004 - February 2012
City of Edison Mayor’s Office January 2003 - January 2004
Skills
Financial Operations, Financial Systems, Business Analysis, Polish, Financial Risk, Portfolio Risk, Series 7, Photoshop, Lightroom, Lifestyle Photography, Street Photography, Environmental..., Digital Photography, Analog Photography, Stock Trading, DTC, ACATS, Database Monitoring, Mutual Funds, FundSERV, Computer Science, SQL, Series 63, Series 65, FINRA, Retirement Planning, Fixed Income, Customer Service, Equities, Asset Management, Financial Services, Securities, Asset Allocation, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Morgan Stanley June 2015 - Present
Lord Abbett & Co. LLC October 2012 - May 2015
Fidelity Investments March 2012 - September 2012
Fidelity Investments May 2004 - February 2012
City of Edison Mayor’s Office January 2003 - January 2004
Skills
Financial Operations, Financial Systems, Business Analysis, Polish, Financial Risk, Portfolio Risk, Series 7, Photoshop, Lightroom, Lifestyle Photography, Street Photography, Environmental..., Digital Photography, Analog Photography, Stock Trading, DTC, ACATS, Database Monitoring, Mutual Funds, FundSERV, Computer Science, SQL, Series 63, Series 65, FINRA, Retirement Planning, Fixed Income, Customer Service, Equities, Asset Management, Financial Services, Securities, Asset Allocation, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Margaret Spada's Fidelity Investments Experience 2006 - 2007
Job Compliance Analyst
Industry Legal Services
Experience
MIB Group, Inc. August 2014 - Present
The Law Office of Keith C. Elder October 2013 - August 2014
Dennis Yarmouth Regional High School 2008 - June 2014
Fidelity Investments 2006 - 2007
Providence Family and Disability Court September 2004 - July 2005
City of Boston Legal Department May 2003 - August 2003
Skills
Special Education, Educational Leadership, educational advocacy, Family Law, Mediation, Adult Education, Legal Research, Legal Writing, Criminal Law
Education
Roger Williams University School of Law 2002 — 2005
Juris Doctor, Law
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
Bachelor of Arts (BA), American Studies/History
University of Newcastle, NSW, Australia 1997 — 1998
Study Abroad
MIB Group, Inc. August 2014 - Present
The Law Office of Keith C. Elder October 2013 - August 2014
Dennis Yarmouth Regional High School 2008 - June 2014
Fidelity Investments 2006 - 2007
Providence Family and Disability Court September 2004 - July 2005
City of Boston Legal Department May 2003 - August 2003
Skills
Special Education, Educational Leadership, educational advocacy, Family Law, Mediation, Adult Education, Legal Research, Legal Writing, Criminal Law
Education
Roger Williams University School of Law 2002 — 2005
Juris Doctor, Law
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
Bachelor of Arts (BA), American Studies/History
University of Newcastle, NSW, Australia 1997 — 1998
Study Abroad
Kerry Reilly - JD,MBA's Fidelity Investments Experience June 1987 - October 2001
Job Attorney Drafter of Estate Planning Documents and Client Presentations on a Contractual Basis
Industry Legal Services
Experience
Cushing & Dolan, P.C. June 2014 - October 2014
K. Reilly Consulting January 2012 - May 2014
Citi January 2006 - January 2010
Suffolk University Law School August 2002 - May 2005
CitiStreet (now ING Institutional Plan Services) May 2004 - April 2005
Fidelity Investments June 1987 - October 2001
Skills
Personal Trust..., Estate Administration, Preparation of Wills, Mutual Funds, Investments, Leadership, Training, Estate Planning, Management, Finance, Business Planning, Contract Negotiation, Financial Services, Securities, Cross-functional Team..., Legal Compliance, Regulatory Compliance, Securities Exchange Act..., Investment Company Act, Risk Management, Investment Advisor..., Securities Act of 1933, Strategy, CRM
Education
Cannon Financial Institute 2012 — 2013
Graduate - Cannon Trust School, Trust & Estates
Suffolk University Law School 2002 — 2005
Juris Doctor, Law
Suffolk University - Sawyer School of Management 1993 — 1997
MBA, Marketing, Operations
MCLE
Estate Administration
Needham High School
Rosemont College
Bachelor of Arts, English Literature
Cushing & Dolan, P.C. June 2014 - October 2014
K. Reilly Consulting January 2012 - May 2014
Citi January 2006 - January 2010
Suffolk University Law School August 2002 - May 2005
CitiStreet (now ING Institutional Plan Services) May 2004 - April 2005
Fidelity Investments June 1987 - October 2001
Skills
Personal Trust..., Estate Administration, Preparation of Wills, Mutual Funds, Investments, Leadership, Training, Estate Planning, Management, Finance, Business Planning, Contract Negotiation, Financial Services, Securities, Cross-functional Team..., Legal Compliance, Regulatory Compliance, Securities Exchange Act..., Investment Company Act, Risk Management, Investment Advisor..., Securities Act of 1933, Strategy, CRM
Education
Cannon Financial Institute 2012 — 2013
Graduate - Cannon Trust School, Trust & Estates
Suffolk University Law School 2002 — 2005
Juris Doctor, Law
Suffolk University - Sawyer School of Management 1993 — 1997
MBA, Marketing, Operations
MCLE
Estate Administration
Needham High School
Rosemont College
Bachelor of Arts, English Literature
Manish Worlikar, FRM Manish Worlikar, FRM's Fidelity Investments Experience March 2015 - Present
Job Quant, Fidelity Trading Ventures at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
State Street June 2014 - March 2015
Garrett Asset Management February 2013 - June 2014
Street IT LLC July 2010 - August 2012
Susquehanna International Group, LLP (SIG) March 2008 - July 2010
TV Guide May 2006 - March 2008
Wolters Kluwer Financial Services January 2001 - April 2006
Skills
C++, SQL, Software Development, VBA, Derivatives, Trading Systems, C#, R, SDLC, Quantitative Finance, Visual Basic, Fixed Income, Oracle, Access, Strategy, Microsoft Excel, Infragistics, Order Management, ADO.NET, SOA, Trading, Statistics, Data Analysis, Risk Management, Trading Strategies, Investment Management, Financial Statements, Merger and acquisitions, Technical Analysis, Q KDB+
Education
Rutgers Business School 2012 — 2013
Master of Quantitative Finance, GPA - 3.77/4.0
Vishwakarma Institute of Technology, University of Pune, India 1991 — 1995
Bachelors in Electronic Engineering, Engineering
Fidelity Investments March 2015 - Present
State Street June 2014 - March 2015
Garrett Asset Management February 2013 - June 2014
Street IT LLC July 2010 - August 2012
Susquehanna International Group, LLP (SIG) March 2008 - July 2010
TV Guide May 2006 - March 2008
Wolters Kluwer Financial Services January 2001 - April 2006
Skills
C++, SQL, Software Development, VBA, Derivatives, Trading Systems, C#, R, SDLC, Quantitative Finance, Visual Basic, Fixed Income, Oracle, Access, Strategy, Microsoft Excel, Infragistics, Order Management, ADO.NET, SOA, Trading, Statistics, Data Analysis, Risk Management, Trading Strategies, Investment Management, Financial Statements, Merger and acquisitions, Technical Analysis, Q KDB+
Education
Rutgers Business School 2012 — 2013
Master of Quantitative Finance, GPA - 3.77/4.0
Vishwakarma Institute of Technology, University of Pune, India 1991 — 1995
Bachelors in Electronic Engineering, Engineering
Jason Zubris, CFP® Jason Zubris, CFP®'s Fidelity Investments Experience January 2008 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2008 - Present
Fidelity Investments June 2006 - January 2008
Fidelity Investments March 2005 - June 2006
Merrill Lynch January 2003 - February 2005
Skills
Retirement Planning, Series 7, 401k, Mutual Funds, Financial Services, Securities, Retirement, Investments, Asset Allocation, Wealth Management, FINRA
Education
Rutgers University 1997 — 2002
Bachelor's degree, Business Economics
Fidelity Investments January 2008 - Present
Fidelity Investments June 2006 - January 2008
Fidelity Investments March 2005 - June 2006
Merrill Lynch January 2003 - February 2005
Skills
Retirement Planning, Series 7, 401k, Mutual Funds, Financial Services, Securities, Retirement, Investments, Asset Allocation, Wealth Management, FINRA
Education
Rutgers University 1997 — 2002
Bachelor's degree, Business Economics
Linda Aidukas Linda Aidukas's Fidelity Investments Experience June 2006 - February 2009
Job Assistant Vice President at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse February 2012 - Present
AMA Resources, LLC February 2009 - March 2012
Fidelity Investments June 2006 - February 2009
Fidelity Investments November 2001 - June 2006
Fidelity Investments September 1999 - November 2001
Skills
Software Project..., Quality Assurance, Business Analysis, User Acceptance Testing, Benefits, Documentation, Testing, Requirements Gathering
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor or Arts, English, Psychology
Credit Suisse February 2012 - Present
AMA Resources, LLC February 2009 - March 2012
Fidelity Investments June 2006 - February 2009
Fidelity Investments November 2001 - June 2006
Fidelity Investments September 1999 - November 2001
Skills
Software Project..., Quality Assurance, Business Analysis, User Acceptance Testing, Benefits, Documentation, Testing, Requirements Gathering
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor or Arts, English, Psychology
Hyunki Jay Hong Hyunki Jay Hong's Fidelity Investments Experience September 2015 - Present
Job System Analyst
Industry Information Technology and Services
Experience
Fidelity Investments September 2015 - Present
Lenovo January 2015 - June 2015
Cisco November 2013 - July 2014
Duke Energy Corporation January 2013 - November 2013
IBM February 2012 - August 2012
GlaxoSmithKline October 2011 - March 2012
Merck September 2007 - October 2011
NPT Publishing Group October 2006 - August 2007
Royce & Associates August 2006 - October 2006
Hamburg Sud June 1999 - August 2006
Skills
HTML + CSS, Javascript, SQL, Interwoven, Documentum, Web Development, Intranet, jQuery, HTML, JavaScript, Web Applications, Management, Dreamweaver, CSS, Web Content Management, Visio
Education
Rutgers University-New Brunswick 1988 — 1993
BA, Economics, Computer Science
Fidelity Investments September 2015 - Present
Lenovo January 2015 - June 2015
Cisco November 2013 - July 2014
Duke Energy Corporation January 2013 - November 2013
IBM February 2012 - August 2012
GlaxoSmithKline October 2011 - March 2012
Merck September 2007 - October 2011
NPT Publishing Group October 2006 - August 2007
Royce & Associates August 2006 - October 2006
Hamburg Sud June 1999 - August 2006
Skills
HTML + CSS, Javascript, SQL, Interwoven, Documentum, Web Development, Intranet, jQuery, HTML, JavaScript, Web Applications, Management, Dreamweaver, CSS, Web Content Management, Visio
Education
Rutgers University-New Brunswick 1988 — 1993
BA, Economics, Computer Science
William Murphy, Esq.'s Fidelity Investments Experience 2003 - 2004
Job Associate Attorney at Worthington & Worthington
Industry Law Practice
Experience
Worthington & Worthington April 2011 - Present
Law Office of Jamie Epstein November 2010 - May 2011
Cohen Seglias Pallas Greenhall & Furman PC February 2011 - April 2011
Law Office of Jamie Epstein March 2009 - May 2010
Law Offices of Heather Wright May 2009 - August 2009
Costa & LaRosa P.C. October 2008 - February 2009
Morgan Stanley July 2006 - February 2007
Fidelity Investments 2003 - 2004
Education
Rutgers University School of Law - Camden 2007 — 2010
JD
St. Charles Borromeo Seminary 2006 — 2007
(none), Philosophy
Saint Peter's University 2001 — 2005
BA, Theology & Philosophy (minor in History)
jackson memorial high school
Worthington & Worthington April 2011 - Present
Law Office of Jamie Epstein November 2010 - May 2011
Cohen Seglias Pallas Greenhall & Furman PC February 2011 - April 2011
Law Office of Jamie Epstein March 2009 - May 2010
Law Offices of Heather Wright May 2009 - August 2009
Costa & LaRosa P.C. October 2008 - February 2009
Morgan Stanley July 2006 - February 2007
Fidelity Investments 2003 - 2004
Education
Rutgers University School of Law - Camden 2007 — 2010
JD
St. Charles Borromeo Seminary 2006 — 2007
(none), Philosophy
Saint Peter's University 2001 — 2005
BA, Theology & Philosophy (minor in History)
jackson memorial high school
Rory P. Collins, CFP® Rory P. Collins, CFP®'s Fidelity Investments Experience June 2003 - February 2007
Job Director of Compliance
Industry Investment Management
Experience
Gotham Asset Management, LLC April 2012 - Present
Gotham Asset Management, LLC January 2009 - March 2012
TIAA-CREF March 2007 - October 2008
Fidelity Investments June 2003 - February 2007
DLJdirect / CSFBdirect / Harrisdirect July 1997 - June 2003
Education
Rutgers University-New Brunswick 1993 — 1997
Gotham Asset Management, LLC April 2012 - Present
Gotham Asset Management, LLC January 2009 - March 2012
TIAA-CREF March 2007 - October 2008
Fidelity Investments June 2003 - February 2007
DLJdirect / CSFBdirect / Harrisdirect July 1997 - June 2003
Education
Rutgers University-New Brunswick 1993 — 1997
Ian Rudich's Fidelity Investments Experience October 2011 - February 2013
Job National Account Manager at Brainshark, Inc.
Industry Financial Services
Experience
Brainshark, Inc. July 2014 - Present
Brainshark, Inc. June 2013 - July 2014
Fidelity Investments October 2011 - February 2013
Fidelity Investments June 2011 - October 2011
Skills
Microsoft Word, Microsoft Excel, Data Analysis, Leadership, Customer Service, Outlook, PowerPoint, Microsoft Office, Advocacy, Communication Skills, Highly personable, Teamwork, Networking, Organization, Project Management, Quality Management, Analysis, Process Improvement, SaaS, Management, Salesforce.com, Marketing, Communication, Sales, Social Networking, Business Development
Education
Rowan University 2007 — 2011
Bachelor of Science, Business Management
Brainshark, Inc. July 2014 - Present
Brainshark, Inc. June 2013 - July 2014
Fidelity Investments October 2011 - February 2013
Fidelity Investments June 2011 - October 2011
Skills
Microsoft Word, Microsoft Excel, Data Analysis, Leadership, Customer Service, Outlook, PowerPoint, Microsoft Office, Advocacy, Communication Skills, Highly personable, Teamwork, Networking, Organization, Project Management, Quality Management, Analysis, Process Improvement, SaaS, Management, Salesforce.com, Marketing, Communication, Sales, Social Networking, Business Development
Education
Rowan University 2007 — 2011
Bachelor of Science, Business Management
Tania Medeiros's Fidelity Investments Experience September 1998 - Present
Job Executive Assistant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 1998 - Present
AlliedSignal 1996 - 1998
Mullen Scorpio Cerilli May 1990 - December 1996
American Tourister March 1986 - November 1989
Skills
Outlook, Microsoft Excel, Microsoft Office 2010, PowerPoint, Microsoft Word, Travel Management, Executive Calendar..., Executive Support, Meeting Planning, SharePoint, Travel Arrangements, Video Conferencing, Human Resources, Office 2010, Marketing, Event Planning, Process Improvement
Education
Roger Williams University 1978 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
Bristol High School 1974 — 1978
High School, Business Prep
Fidelity Investments September 1998 - Present
AlliedSignal 1996 - 1998
Mullen Scorpio Cerilli May 1990 - December 1996
American Tourister March 1986 - November 1989
Skills
Outlook, Microsoft Excel, Microsoft Office 2010, PowerPoint, Microsoft Word, Travel Management, Executive Calendar..., Executive Support, Meeting Planning, SharePoint, Travel Arrangements, Video Conferencing, Human Resources, Office 2010, Marketing, Event Planning, Process Improvement
Education
Roger Williams University 1978 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
Bristol High School 1974 — 1978
High School, Business Prep
Joe Dattilo's Fidelity Investments Experience January 1996 - January 1997
Job Senior Vice President, Pyramis Global Advisors/Fidelity
Industry Financial Services
Experience
Pyramis Global Advisors/Fidelity 2006 - Present
Fidelity Institutional Retirement Services Co February 1997 - November 2006
Fidelity Investments January 1996 - January 1997
Fidelity Investments April 1987 - January 1996
Skills
Mutual Funds, Asset Allocation, Series 63, Bloomberg, Hedge Funds, Investment Strategies, Risk Management, Management, Business Development, Relationship Management, Leadership, Retirement, Institutional..., Portfolio Management, Investment Management, Asset Managment, Equities, 401k, Series 7, Pensions, Wealth Management, FINRA, Securities, Investments, Fixed Income, Financial Services, Alternative Investments, Institutional, Retirement Planning, Equity Valuation, Series 24
Education
Rutgers University-New Brunswick 1970 — 1974
B.S., Business Administration
Pyramis Global Advisors/Fidelity 2006 - Present
Fidelity Institutional Retirement Services Co February 1997 - November 2006
Fidelity Investments January 1996 - January 1997
Fidelity Investments April 1987 - January 1996
Skills
Mutual Funds, Asset Allocation, Series 63, Bloomberg, Hedge Funds, Investment Strategies, Risk Management, Management, Business Development, Relationship Management, Leadership, Retirement, Institutional..., Portfolio Management, Investment Management, Asset Managment, Equities, 401k, Series 7, Pensions, Wealth Management, FINRA, Securities, Investments, Fixed Income, Financial Services, Alternative Investments, Institutional, Retirement Planning, Equity Valuation, Series 24
Education
Rutgers University-New Brunswick 1970 — 1974
B.S., Business Administration
Ihab Massry Ihab Massry's Fidelity Investments Experience August 2007 - March 2009
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities August 2013 - Present
Self Employed October 2011 - August 2013
Cowen and Company February 2009 - October 2011
Fidelity Investments August 2007 - March 2009
Prudential Equity Group October 2000 - August 2007
APB Multimedia Inc. October 1999 - June 2000
Rutgers University, Chemical Engineering Center September 1997 - October 1999
Skills
Visual C#, Microsoft SQL Server, Java, Series 7, Series 63, Series 55, Series 24, FlexTrade, Electronic Trading, ETFs, Equity Trading, Portfolio Management, Equities, Options, Trading
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1997
Doctor of Philosophy (Ph.D.), Chemical Engineering
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Science (BS), Chemical Engineering
Wells Fargo Securities August 2013 - Present
Self Employed October 2011 - August 2013
Cowen and Company February 2009 - October 2011
Fidelity Investments August 2007 - March 2009
Prudential Equity Group October 2000 - August 2007
APB Multimedia Inc. October 1999 - June 2000
Rutgers University, Chemical Engineering Center September 1997 - October 1999
Skills
Visual C#, Microsoft SQL Server, Java, Series 7, Series 63, Series 55, Series 24, FlexTrade, Electronic Trading, ETFs, Equity Trading, Portfolio Management, Equities, Options, Trading
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1997
Doctor of Philosophy (Ph.D.), Chemical Engineering
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Science (BS), Chemical Engineering
Laura Slagter Laura Slagter's Fidelity Investments Experience October 2013 - Present
Job Director, Regional Marketing at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments October 2013 - Present
Junior Achievement of Chicago March 2006 - Present
Bridgeview Bank Group November 2010 - January 2013
OfficeMax April 2007 - November 2010
TCF Bank September 2000 - April 2007
Invensys Controls January 1995 - September 2000
Skills
Marketing, Marketing Strategy, Marketing Communications, Social Media Marketing, Digital Marketing, Email Marketing, Product Marketing, Marketing Management, Direct Marketing, Marketing Research, Advertising, Online Advertising, Search Advertising, Outdoor Advertising, Mobile Advertising, Advertising Research, Radio Advertising, Advertising Management, Corporate Communications, Internal Communications, Crisis Communications, Business Communications, Promotions, Radio Promotions, Cross Promotions, Corporate Promotions, National Promotions, Budget Process, Budget Monitoring, Operating Budgets, Corporate Events, Events Coordination, Direct Mail Campaigns, Web Campaigns, Website Development, Website Promotion, Website Building, Website Updating, Corporate Websites, Website Creation, Customer Retention, Customer Acquisition, Customer Experience, Data Analysis, Data Mining, Product Development, Product Management, Media Planning, Media Buying, Media Production
Education
Roosevelt University
Masters
Southern Illinois University, Carbondale
Journalism
Fidelity Investments October 2013 - Present
Junior Achievement of Chicago March 2006 - Present
Bridgeview Bank Group November 2010 - January 2013
OfficeMax April 2007 - November 2010
TCF Bank September 2000 - April 2007
Invensys Controls January 1995 - September 2000
Skills
Marketing, Marketing Strategy, Marketing Communications, Social Media Marketing, Digital Marketing, Email Marketing, Product Marketing, Marketing Management, Direct Marketing, Marketing Research, Advertising, Online Advertising, Search Advertising, Outdoor Advertising, Mobile Advertising, Advertising Research, Radio Advertising, Advertising Management, Corporate Communications, Internal Communications, Crisis Communications, Business Communications, Promotions, Radio Promotions, Cross Promotions, Corporate Promotions, National Promotions, Budget Process, Budget Monitoring, Operating Budgets, Corporate Events, Events Coordination, Direct Mail Campaigns, Web Campaigns, Website Development, Website Promotion, Website Building, Website Updating, Corporate Websites, Website Creation, Customer Retention, Customer Acquisition, Customer Experience, Data Analysis, Data Mining, Product Development, Product Management, Media Planning, Media Buying, Media Production
Education
Roosevelt University
Masters
Southern Illinois University, Carbondale
Journalism
Neil Delaney, CFA's Fidelity Investments Experience January 2012 - Present
Job VP, Consultant Relations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Clark Consulting 2008 - December 2011
CBS Financial 2004 - 2008
Wachovia 2000 - 2003
Skills
Investments, Pensions, Investment Strategies, Employee Benefits, Investment Management, Mutual Funds, Series 7, Asset Managment, Asset Allocation, Portfolio Management, Investment Advisory, Series 63, Retirement, Equities
Education
Royal Military Academy
Swansea University
BSc Economics, Economics
Fidelity Investments January 2012 - Present
Clark Consulting 2008 - December 2011
CBS Financial 2004 - 2008
Wachovia 2000 - 2003
Skills
Investments, Pensions, Investment Strategies, Employee Benefits, Investment Management, Mutual Funds, Series 7, Asset Managment, Asset Allocation, Portfolio Management, Investment Advisory, Series 63, Retirement, Equities
Education
Royal Military Academy
Swansea University
BSc Economics, Economics
Gino Basile Gino Basile's Fidelity Investments Experience June 2007 - December 2008
Job Client & Account Service Manager serving the needs of Registered Investment Advisors
Industry Financial Services
Experience
Client Advisor Support Solutions℠ November 2009 - Present
Fidelity Investments June 2007 - December 2008
Pershing Advisor Solutions March 2005 - June 2007
Merrill Lynch September 2004 - January 2005
Merrill Lynch October 2003 - September 2004
Merrill Lynch March 2002 - October 2003
Morgan Stanley December 2001 - March 2002
Mellon Bank August 1998 - July 2001
Skills
Brokerage Account..., Brokerage Operations, Business Communications, Client Service, Confidentiality, Consulting, Critical Thinking, Research, Troubleshooting, Alternative Investments, Blueleaf, Business Transition, Custom Reports, eMoney Advisor, Fidelity Wealth Central, HNWI, Huddle, International..., LeapFile, MLP, MoneyGuidePro, Morningstar Advisor, Morningstar Office, Pershing NetX360, Private Placements, Redtail, Schwab Advisor Center, ShareFile, TD Ameritrade Veo, Wealthbox, Management, Relationship Management, Sales, Finance
Education
Rutgers, The State University of New Jersey-Camden
B.A., Economics, minor: Finance
Client Advisor Support Solutions℠ November 2009 - Present
Fidelity Investments June 2007 - December 2008
Pershing Advisor Solutions March 2005 - June 2007
Merrill Lynch September 2004 - January 2005
Merrill Lynch October 2003 - September 2004
Merrill Lynch March 2002 - October 2003
Morgan Stanley December 2001 - March 2002
Mellon Bank August 1998 - July 2001
Skills
Brokerage Account..., Brokerage Operations, Business Communications, Client Service, Confidentiality, Consulting, Critical Thinking, Research, Troubleshooting, Alternative Investments, Blueleaf, Business Transition, Custom Reports, eMoney Advisor, Fidelity Wealth Central, HNWI, Huddle, International..., LeapFile, MLP, MoneyGuidePro, Morningstar Advisor, Morningstar Office, Pershing NetX360, Private Placements, Redtail, Schwab Advisor Center, ShareFile, TD Ameritrade Veo, Wealthbox, Management, Relationship Management, Sales, Finance
Education
Rutgers, The State University of New Jersey-Camden
B.A., Economics, minor: Finance
Justin Bowles's Fidelity Investments Experience January 2009 - August 2014
Job Private Client Advisor, Vice President at J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. August 2014 - Present
Fidelity Investments January 2009 - August 2014
Education
University of South Florida 2000 — 2003
Master of Science (M.S.), Marine Biology and Biological Oceanography
Rollins College 1995 — 1999
Bachelor's degree, Biology/Biological Sciences, General
JPMorgan Chase Bank N.A. August 2014 - Present
Fidelity Investments January 2009 - August 2014
Education
University of South Florida 2000 — 2003
Master of Science (M.S.), Marine Biology and Biological Oceanography
Rollins College 1995 — 1999
Bachelor's degree, Biology/Biological Sciences, General
Carlos Baez Carlos Baez's Fidelity Investments Experience July 2009 - April 2012
Job Analyst, Information Services at Aegerion Pharmaceuticals
Industry Information Technology and Services
Experience
Aegerion Pharmaceuticals June 2015 - Present
Goulston & Storrs February 2015 - June 2015
CWRSPP October 2014 - June 2015
Concord Academy August 2014 - January 2015
Produban October 2012 - August 2014
Collective Brands April 2012 - September 2012
Fidelity Investments July 2009 - April 2012
Skills
Windows 7, System Administration, Troubleshooting, Help Desk Support, Software Installation, Active Directory, Windows Server, Networking, VMware, Technical Support, Blackberry, Switches, DHCP, Blackberry Enterprise..., Citrix, Windows XP
Education
Year Up 2009 — 2010
Computer Science
Roxbury Community College
Network Administration, Network and System Administration/Administrator
Aegerion Pharmaceuticals June 2015 - Present
Goulston & Storrs February 2015 - June 2015
CWRSPP October 2014 - June 2015
Concord Academy August 2014 - January 2015
Produban October 2012 - August 2014
Collective Brands April 2012 - September 2012
Fidelity Investments July 2009 - April 2012
Skills
Windows 7, System Administration, Troubleshooting, Help Desk Support, Software Installation, Active Directory, Windows Server, Networking, VMware, Technical Support, Blackberry, Switches, DHCP, Blackberry Enterprise..., Citrix, Windows XP
Education
Year Up 2009 — 2010
Computer Science
Roxbury Community College
Network Administration, Network and System Administration/Administrator
Roberto Casale, CFP®, CRPC® Roberto Casale, CFP®, CRPC®'s Fidelity Investments Experience May 2010 - November 2012
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Merrill Lynch November 2012 - June 2014
Fidelity Investments May 2010 - November 2012
JPMorgan Chase & Co May 2008 - April 2010
The Bank of New York May 2007 - August 2007
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Arts (B.A.), Economics, Italian -- Graduated - Cum Laude
Fairleigh Dickinson University 2010 — 2012
Financial Planning Certificate Program
TIAA-CREF June 2014 - Present
Merrill Lynch November 2012 - June 2014
Fidelity Investments May 2010 - November 2012
JPMorgan Chase & Co May 2008 - April 2010
The Bank of New York May 2007 - August 2007
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Arts (B.A.), Economics, Italian -- Graduated - Cum Laude
Fairleigh Dickinson University 2010 — 2012
Financial Planning Certificate Program
Jennifer Nguyen Jennifer Nguyen's Fidelity Investments Experience June 2013 - September 2014
Job Brokerage Services Representative at Fidelity Investments
Industry International Affairs
Experience
The Silverman Group January 2015 - Present
Fidelity Investments June 2013 - September 2014
Johnson & Johnson January 2012 - July 2012
Union County College 2010 - 2011
Intel Corporation July 2007 - January 2008
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Lynx, SAP, Cognos, MatrixOne, JD Edwards, Genesys, Budgets
Education
Rutgers University 2011 — 2013
Bachelor's degree, Accounting and Finance, 3.95
Rutgers University
Bachelor's degree, Accounting and Finance
The Silverman Group January 2015 - Present
Fidelity Investments June 2013 - September 2014
Johnson & Johnson January 2012 - July 2012
Union County College 2010 - 2011
Intel Corporation July 2007 - January 2008
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Lynx, SAP, Cognos, MatrixOne, JD Edwards, Genesys, Budgets
Education
Rutgers University 2011 — 2013
Bachelor's degree, Accounting and Finance, 3.95
Rutgers University
Bachelor's degree, Accounting and Finance
Noel Villajuan, CFP® Noel Villajuan, CFP®'s Fidelity Investments Experience 2013 - Present
Job Financial Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2013 - Present
Detroit Chamber Winds & Strings February 2012 - Present
Merrill Lynch 2011 - 2013
Safford & Baker, PLLC 2010 - 2011
Kitch Drutchas Wagner Valitutti & Sherbrook 2009 - 2010
Eli Lilly and Company 2003 - 2007
Charles Schwab 1995 - 2002
American Express Financial Advisors 1994 - 1995
NationsBank 1991 - 1994
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Wealth Management, Investment Strategies, Succession Planning, Wealth Accumulation..., College Funding...
Education
Thomas M. Cooley Law School 2007 — 2010
J.D., Law
Rollins College 1987 — 1991
B.A, English, Music
Fidelity Investments 2013 - Present
Detroit Chamber Winds & Strings February 2012 - Present
Merrill Lynch 2011 - 2013
Safford & Baker, PLLC 2010 - 2011
Kitch Drutchas Wagner Valitutti & Sherbrook 2009 - 2010
Eli Lilly and Company 2003 - 2007
Charles Schwab 1995 - 2002
American Express Financial Advisors 1994 - 1995
NationsBank 1991 - 1994
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Wealth Management, Investment Strategies, Succession Planning, Wealth Accumulation..., College Funding...
Education
Thomas M. Cooley Law School 2007 — 2010
J.D., Law
Rollins College 1987 — 1991
B.A, English, Music
Scott Burwinkel's Fidelity Investments Experience June 2007 - January 2010
Job Freelance Developer
Industry Information Technology and Services
Experience
Burwinkel Freelancing August 2014 - Present
Neo Innovation, Inc. August 2011 - August 2014
Burwinkel Sabbatical February 2010 - July 2011
Fidelity Investments June 2007 - January 2010
Fidelity Investments June 2003 - June 2007
Fidelity Investments May 2000 - June 2003
G. A. Sullivan April 1999 - May 2000
Hughes Aircraft Company June 1996 - March 1999
Command Systems, Inc June 1995 - August 1995
Skills
Ruby, SQL, Continuous Integration, Unit Testing, Software Development, Web Services, Test Driven Development, Ruby on Rails, Agile Methodologies, JavaScript, Awesomeness, Civilization5 (Deity...
Education
Rose-Hulman Institute of Technology 1992 — 1996
B.S.
Burwinkel Freelancing August 2014 - Present
Neo Innovation, Inc. August 2011 - August 2014
Burwinkel Sabbatical February 2010 - July 2011
Fidelity Investments June 2007 - January 2010
Fidelity Investments June 2003 - June 2007
Fidelity Investments May 2000 - June 2003
G. A. Sullivan April 1999 - May 2000
Hughes Aircraft Company June 1996 - March 1999
Command Systems, Inc June 1995 - August 1995
Skills
Ruby, SQL, Continuous Integration, Unit Testing, Software Development, Web Services, Test Driven Development, Ruby on Rails, Agile Methodologies, JavaScript, Awesomeness, Civilization5 (Deity...
Education
Rose-Hulman Institute of Technology 1992 — 1996
B.S.
Livia Tumin-Gasper's Fidelity Investments Experience September 2000 - May 2007
Job Client Service and People Leader, Benefits Administration and Implementation Expert
Industry Consumer Services
Experience
HUB International March 2015 - Present
ADP January 2012 - April 2013
Choicelinx 2007 - January 2012
Fidelity Investments September 2000 - May 2007
CIGNA 2003 - 2005
LUCENT TECHNOLOGIES 1998 - 2000
PricewaterhouseCoopers 1996 - 1998
Prudential Insurance July 1990 - March 1996
Drexel Burnham Lambert October 1989 - June 1990
Skills
Management, Outsourcing, Employee Benefits, Strategy, CRM, Leadership, Human Resources, Process Improvement, Analysis, Team Management, Call Centers, Operations Management, Business Process, Sales, Vendor Management, Business Process..., Performance Management, Consulting
Education
Rutgers University-New Brunswick 1985 — 1989
BA, Political Science
HUB International March 2015 - Present
ADP January 2012 - April 2013
Choicelinx 2007 - January 2012
Fidelity Investments September 2000 - May 2007
CIGNA 2003 - 2005
LUCENT TECHNOLOGIES 1998 - 2000
PricewaterhouseCoopers 1996 - 1998
Prudential Insurance July 1990 - March 1996
Drexel Burnham Lambert October 1989 - June 1990
Skills
Management, Outsourcing, Employee Benefits, Strategy, CRM, Leadership, Human Resources, Process Improvement, Analysis, Team Management, Call Centers, Operations Management, Business Process, Sales, Vendor Management, Business Process..., Performance Management, Consulting
Education
Rutgers University-New Brunswick 1985 — 1989
BA, Political Science
David Freeland David Freeland's Fidelity Investments Experience 2000 - 2000
Job I help IT Data Centers manage and serve well.
Industry Information Technology and Services
Experience
Spectrum Automation Corp. October 1989 - Present
Vivit 2006 - 2014
HP 2009 - 2011
Evergreen Systems and Harvard Vanguard Medical Association (HVMA) 2008 - 2008
Shell Oil, Bell South, and others 1991 - 2004
Fidelity Investments 2000 - 2000
The Chase Manhattan Bank 1998 - 2000
EDS (Sabre System) 1996 - 1997
Home Federal Bank 1985 - 1989
Price Waterhouse Coopers 1983 - 1985
Skills
Integration, Service Management, Requirements Analysis, Change Management, Project Management, Incident Management, Management, HP Service Manager, ITSM, HPSM, Peregrine, Enterprise IT..., IT Infrastructure..., IT as a Service, SaaS, IT Management, Service Delivery, ITIL, IT Service Management, Active Directory, IT Operations, Service Desk, Problem Management, Enterprise Architecture, Solution Architecture
Education
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1982
MBA, Finance, General
Rutgers, The State University of New Jersey-Newark 1980 — 1982
MBA, Business
Rutgers, The State University of New Jersey-New Brunswick 1975 — 1979
BA, Economics
Azusa
Azusa
Azusa
Spectrum Automation Corp. October 1989 - Present
Vivit 2006 - 2014
HP 2009 - 2011
Evergreen Systems and Harvard Vanguard Medical Association (HVMA) 2008 - 2008
Shell Oil, Bell South, and others 1991 - 2004
Fidelity Investments 2000 - 2000
The Chase Manhattan Bank 1998 - 2000
EDS (Sabre System) 1996 - 1997
Home Federal Bank 1985 - 1989
Price Waterhouse Coopers 1983 - 1985
Skills
Integration, Service Management, Requirements Analysis, Change Management, Project Management, Incident Management, Management, HP Service Manager, ITSM, HPSM, Peregrine, Enterprise IT..., IT Infrastructure..., IT as a Service, SaaS, IT Management, Service Delivery, ITIL, IT Service Management, Active Directory, IT Operations, Service Desk, Problem Management, Enterprise Architecture, Solution Architecture
Education
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1982
MBA, Finance, General
Rutgers, The State University of New Jersey-Newark 1980 — 1982
MBA, Business
Rutgers, The State University of New Jersey-New Brunswick 1975 — 1979
BA, Economics
Azusa
Azusa
Azusa
Varun Bhandari's Fidelity Investments Experience July 2014 - August 2014
Job Intern at City of Jersey City Office of the City Council
Industry Government Administration
Experience
City of Jersey City - Office of the City Council July 2015 - August 2015
Fidelity Investments July 2014 - August 2014
Skills
Computer Science, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Chemistry, Mathematics
Education
Rutgers University-New Brunswick 2015 — 2019
Computer Engineering
Infinity Institute High School 2011 — 2015
City of Jersey City - Office of the City Council July 2015 - August 2015
Fidelity Investments July 2014 - August 2014
Skills
Computer Science, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Chemistry, Mathematics
Education
Rutgers University-New Brunswick 2015 — 2019
Computer Engineering
Infinity Institute High School 2011 — 2015
Charles Venancio's Fidelity Investments Experience Creative DirectorY&R NY1985 - 1996
Job VP/Executive Creative Director at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments Creative DirectorY&R NY1985 - 1996
Skills
Advertising, Integrated Marketing, Brand Development, Digital Strategy, Creative Strategy, Direct Marketing, Art Direction, Direct Mail, Online Advertising
Education
Rutgers University-New Brunswick 1980 — 1984
BFA, Advertising and Design
Fidelity Investments Creative DirectorY&R NY1985 - 1996
Skills
Advertising, Integrated Marketing, Brand Development, Digital Strategy, Creative Strategy, Direct Marketing, Art Direction, Direct Mail, Online Advertising
Education
Rutgers University-New Brunswick 1980 — 1984
BFA, Advertising and Design
Alida Subia Alida Subia's Fidelity Investments Experience February 2007 - April 2008
Job Assistant Vice President Trade Support/Settlements, Brookfield Investment Management Inc
Industry Financial Services
Experience
Brookfield Investment Management Inc April 2008 - Present
Fidelity Investments February 2007 - April 2008
Pershing, a BNY Mellon company October 2000 - February 2006
Skills
Fixed Income, Securities, Bloomberg, Derivatives, Equities, Settlement, Trading, Portfolio Management, FX Options, Options, Corporate Actions, Hedge Funds, Structured Products, Capital Markets, Asset Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
Bachelor of Arts (BA), History
Brookfield Investment Management Inc April 2008 - Present
Fidelity Investments February 2007 - April 2008
Pershing, a BNY Mellon company October 2000 - February 2006
Skills
Fixed Income, Securities, Bloomberg, Derivatives, Equities, Settlement, Trading, Portfolio Management, FX Options, Options, Corporate Actions, Hedge Funds, Structured Products, Capital Markets, Asset Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
Bachelor of Arts (BA), History
Tim Maslow, LEED AP ND's Fidelity Investments Experience April 2007 - August 2008
Job Assistant Project Manager at Orange County Government
Industry Real Estate
Experience
Orange County Government, Planning Division March 2014 - Present
City of Winter Park, Public Works Department and Interdepartmental June 2009 - March 2014
Orange County Government, Environmental Protection Division January 2010 - October 2010
City of Winter Park, Economic Development Department June 2009 - December 2009
Fidelity Investments April 2007 - August 2008
Camelot Realty Group 2006 - 2007
Skills
Sustainability, Sustainable Development, Mixed-use, Economic Development, Land Use Planning, Real Estate Development, Project Management, Urban Planning, Real Estate Economics, Comprehensive Planning, Entitlements, Urban Redevelopment, Proformas, Urban Design, Feasibility Studies, Real Estate Transactions, LEED, Transit-oriented..., Zoning, REIT, Valuation, Finance, Commercial Real Estate, Land Development, Green Building, Market Research, Public Speaking, Real Estate, Analysis, Portfolio Management, Strategic Planning, Investment Management, Equities, Economics, Investments, Corporate Governance, Complete Streets, Transportation Planning, Environmental Awareness, GIS, Environmental Planning, Form Based Codes, Placemaking, USGBC, Urbanism, Land Use, Land Acquisition, FINRA, Series 7, Series 63
Education
Rollins College 2010 — 2012
Master of Planning in Civic Urbanism, Green Infrastructure
University of Central Florida 2003 — 2006
Bachelor of Science in Business Administration, Finance
Orange County Government, Planning Division March 2014 - Present
City of Winter Park, Public Works Department and Interdepartmental June 2009 - March 2014
Orange County Government, Environmental Protection Division January 2010 - October 2010
City of Winter Park, Economic Development Department June 2009 - December 2009
Fidelity Investments April 2007 - August 2008
Camelot Realty Group 2006 - 2007
Skills
Sustainability, Sustainable Development, Mixed-use, Economic Development, Land Use Planning, Real Estate Development, Project Management, Urban Planning, Real Estate Economics, Comprehensive Planning, Entitlements, Urban Redevelopment, Proformas, Urban Design, Feasibility Studies, Real Estate Transactions, LEED, Transit-oriented..., Zoning, REIT, Valuation, Finance, Commercial Real Estate, Land Development, Green Building, Market Research, Public Speaking, Real Estate, Analysis, Portfolio Management, Strategic Planning, Investment Management, Equities, Economics, Investments, Corporate Governance, Complete Streets, Transportation Planning, Environmental Awareness, GIS, Environmental Planning, Form Based Codes, Placemaking, USGBC, Urbanism, Land Use, Land Acquisition, FINRA, Series 7, Series 63
Education
Rollins College 2010 — 2012
Master of Planning in Civic Urbanism, Green Infrastructure
University of Central Florida 2003 — 2006
Bachelor of Science in Business Administration, Finance
Luke Harary Luke Harary's Fidelity Investments Experience February 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
National Securities July 2014 - February 2015
Global Arena Capital Corp. October 2013 - May 2014
HFP Capital Markets LLC June 2013 - October 2013
AmeriMerchant March 2013 - June 2013
US Invest January 2012 - August 2012
Skills
Sales, Customer Service, Portfolio Management, Investments, Financial Analysis, International Sales, Teamwork, Team Leadership, Microsoft Office, Financial Statements, Fixed Income Analysis, Merchant Cash Advance, ACH, Creative Real Estate..., Financial Modeling, Trading, Fixed Income, Bonds, High Yield Bonds, ETFs, Economics, Bloomberg Terminal, Equities, Asset Management, Mutual Funds
Education
Rutgers University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Entrepreneurship
Fidelity Investments February 2015 - Present
National Securities July 2014 - February 2015
Global Arena Capital Corp. October 2013 - May 2014
HFP Capital Markets LLC June 2013 - October 2013
AmeriMerchant March 2013 - June 2013
US Invest January 2012 - August 2012
Skills
Sales, Customer Service, Portfolio Management, Investments, Financial Analysis, International Sales, Teamwork, Team Leadership, Microsoft Office, Financial Statements, Fixed Income Analysis, Merchant Cash Advance, ACH, Creative Real Estate..., Financial Modeling, Trading, Fixed Income, Bonds, High Yield Bonds, ETFs, Economics, Bloomberg Terminal, Equities, Asset Management, Mutual Funds
Education
Rutgers University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Entrepreneurship
Sarah Coneeny Sarah Coneeny's Fidelity Investments Experience June 2010 - September 2010
Job Assistant Property Manager at JLL
Industry Commercial Real Estate
Experience
JLL April 2015 - Present
JLL October 2014 - Present
JLL March 2013 - October 2014
Jones Lang LaSalle September 2010 - March 2013
Fidelity Investments June 2010 - September 2010
Boston Sports Club June 2004 - May 2010
Skills
Customer Service, Event Planning, Microsoft Office, Social Media, Social Media Marketing, Marketing, Social Networking, Facebook, Event Management, PowerPoint, Microsoft Excel, Time Management, Marketing Communications, Budgets
Education
University of New Hampshire 2008 — 2010
Bachelor of Arts, Communication
Roger Williams University 2006 — 2008
Criminal Justice
Andover High School 2002 — 2006
JLL April 2015 - Present
JLL October 2014 - Present
JLL March 2013 - October 2014
Jones Lang LaSalle September 2010 - March 2013
Fidelity Investments June 2010 - September 2010
Boston Sports Club June 2004 - May 2010
Skills
Customer Service, Event Planning, Microsoft Office, Social Media, Social Media Marketing, Marketing, Social Networking, Facebook, Event Management, PowerPoint, Microsoft Excel, Time Management, Marketing Communications, Budgets
Education
University of New Hampshire 2008 — 2010
Bachelor of Arts, Communication
Roger Williams University 2006 — 2008
Criminal Justice
Andover High School 2002 — 2006
Joe Agresto, CFP® Joe Agresto, CFP®'s Fidelity Investments Experience January 2006 - October 2014
Job Recruiter & Concierge to TopPerforming Advisors
Industry Financial Services
Experience
Monarch Advisor Solutions, LLC January 2015 - Present
Fidelity Investments January 2006 - October 2014
Fidelity Investments March 2003 - December 2005
Fidelity Investments January 1997 - February 2003
Fidelity Investments May 1989 - December 1996
Merrill Lynch October 1987 - May 1989
Skills
Investments, Financial Services, Retirement Planning, Retirement, New Business Development, Wealth, Recruiting, Consulting, Negotiation, Life Insurance, Financial Advisory, Management, Capital Markets, Mutual Funds, Investment Strategies, Portfolio Management, Trading, Relationship Management, Insurance, Asset Management, Asset Allocation, Sales, Investment Management, Finance, Financial Markets, Strategy
Education
Rutgers University-New Brunswick 1980 — 1984
Monarch Advisor Solutions, LLC January 2015 - Present
Fidelity Investments January 2006 - October 2014
Fidelity Investments March 2003 - December 2005
Fidelity Investments January 1997 - February 2003
Fidelity Investments May 1989 - December 1996
Merrill Lynch October 1987 - May 1989
Skills
Investments, Financial Services, Retirement Planning, Retirement, New Business Development, Wealth, Recruiting, Consulting, Negotiation, Life Insurance, Financial Advisory, Management, Capital Markets, Mutual Funds, Investment Strategies, Portfolio Management, Trading, Relationship Management, Insurance, Asset Management, Asset Allocation, Sales, Investment Management, Finance, Financial Markets, Strategy
Education
Rutgers University-New Brunswick 1980 — 1984
Yvette Fouras Yvette Fouras's Fidelity Investments Experience June 2007 - August 2007
Job HSSL Sales Representative at Pearson North America
Industry Publishing
Experience
Pearson North America January 2014 - Present
Prospect Auto Body July 2010 - August 2013
Hess Corporation June 2008 - July 2010
Fidelity Investments June 2007 - August 2007
Skills
Communication, Office Administration, Client Liaison, Sales, Writing, Mentoring, Project Management, Team Building, Creative Problem Solving, Problem Analysis, Concept Development, Salesforce.com, SAP, Time Management, Microsoft Office, Purchasing, Customer Service, Content Management, Social Media, Marketing Communications, Sales Presentations
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2009
Bachelor's degree, Economics
Pearson North America January 2014 - Present
Prospect Auto Body July 2010 - August 2013
Hess Corporation June 2008 - July 2010
Fidelity Investments June 2007 - August 2007
Skills
Communication, Office Administration, Client Liaison, Sales, Writing, Mentoring, Project Management, Team Building, Creative Problem Solving, Problem Analysis, Concept Development, Salesforce.com, SAP, Time Management, Microsoft Office, Purchasing, Customer Service, Content Management, Social Media, Marketing Communications, Sales Presentations
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2009
Bachelor's degree, Economics
Philip Robert Philip Robert's Fidelity Investments Experience September 2013 - Present
Job Client Service Tax Exempt Market at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Four Corners Investment Consulting 2013 - Present
Westwood Management March 2005 - June 2010
1st Source Bank October 2003 - November 2004
David L. Babson & Co September 2000 - April 2002
DePrince, Race & Zollo, Inc January 1997 - January 2000
STI Capital Management May 1992 - July 1997
Skills
Portfolio Management, Portfolio Strategist, Client Portfolio..., Investment Portfolio..., Equities, Investments, Stock Picking, Equity Research, Fundamental Analysis, Asset Managment, Securities, Investment Strategies, Mutual Funds, Investment Advisory, Investment..., Articulating Investment..., Public Pension Fund..., SMA Portfolio management, Asset Management, Risk Management, Asset Allocation, Equity Valuation, Due Diligence, Strategic Financial..., Financial Markets, Financial Advisory, Bloomberg Terminal, Bloomberg, Trading, Capital Markets, Business Planning, Valuation, Business Development, Finance, Investment Management, Series 63, Relationship Management, Wealth Management, Financial Modeling
Education
Rollins College - Crummer Graduate School of Business 1991 — 1993
Master of Business Administration (MBA), Finance
University of California, San Diego
B.A, ECONOMICS
Fidelity Investments September 2013 - Present
Four Corners Investment Consulting 2013 - Present
Westwood Management March 2005 - June 2010
1st Source Bank October 2003 - November 2004
David L. Babson & Co September 2000 - April 2002
DePrince, Race & Zollo, Inc January 1997 - January 2000
STI Capital Management May 1992 - July 1997
Skills
Portfolio Management, Portfolio Strategist, Client Portfolio..., Investment Portfolio..., Equities, Investments, Stock Picking, Equity Research, Fundamental Analysis, Asset Managment, Securities, Investment Strategies, Mutual Funds, Investment Advisory, Investment..., Articulating Investment..., Public Pension Fund..., SMA Portfolio management, Asset Management, Risk Management, Asset Allocation, Equity Valuation, Due Diligence, Strategic Financial..., Financial Markets, Financial Advisory, Bloomberg Terminal, Bloomberg, Trading, Capital Markets, Business Planning, Valuation, Business Development, Finance, Investment Management, Series 63, Relationship Management, Wealth Management, Financial Modeling
Education
Rollins College - Crummer Graduate School of Business 1991 — 1993
Master of Business Administration (MBA), Finance
University of California, San Diego
B.A, ECONOMICS
Janet Bentley-Ewers's Fidelity Investments Experience November 2006 - May 2010
Job Vice President of Compliance/Financial Advisor
Industry Consumer Services
Experience
IFS Securities August 2011 - Present
JBE Financial LLC July 2013 - Present
Fidelity Investments November 2006 - May 2010
Merrill Lynch October 2004 - October 2006
Edward Jones March 2003 - October 2004
Skills
Customer Service, Customer Satisfaction, Microsoft Office, Microsoft Excel, Microsoft Word, Logistics, PowerPoint, Outlook, Team Building, Sales, Customer Retention, Negotiation, Time Management, Series 7, Series 9/10, Series 66, FINRA, Uniform Combined State..., Finance, Mutual Funds, Financial Services, Series 63, Portfolio Management
Education
CSU 2011 — 2015
Research Doctorate, Business Administration and Management, General
UoPHX 1999 — 2001
Master's degree, Organizational Management
Rutgers University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
IFS Securities August 2011 - Present
JBE Financial LLC July 2013 - Present
Fidelity Investments November 2006 - May 2010
Merrill Lynch October 2004 - October 2006
Edward Jones March 2003 - October 2004
Skills
Customer Service, Customer Satisfaction, Microsoft Office, Microsoft Excel, Microsoft Word, Logistics, PowerPoint, Outlook, Team Building, Sales, Customer Retention, Negotiation, Time Management, Series 7, Series 9/10, Series 66, FINRA, Uniform Combined State..., Finance, Mutual Funds, Financial Services, Series 63, Portfolio Management
Education
CSU 2011 — 2015
Research Doctorate, Business Administration and Management, General
UoPHX 1999 — 2001
Master's degree, Organizational Management
Rutgers University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Cary Weischadle Cary Weischadle's Fidelity Investments Experience August 2006 - May 2010
Job Relationship Manager at Standard Insurance Company
Industry Financial Services
Experience
Standard Insurance Company February 2012 - Present
The Standard October 2010 - February 2012
Fidelity Investments August 2006 - May 2010
Banking Information Systems (BISYS) August 2003 - August 2006
AllianceBernstein Investment and Research Management January 1999 - January 2003
AllianceBernstein Investment and Research Management January 1999 - January 2003
CitiStreet (formerly The Copeland Companies) January 1996 - January 1999
Skills
CRM, Strategy, Management, Leadership, Process Improvement, Project Management, Analysis, Mutual Funds, Financial Services, Start-ups, Performance Management, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Arts
Standard Insurance Company February 2012 - Present
The Standard October 2010 - February 2012
Fidelity Investments August 2006 - May 2010
Banking Information Systems (BISYS) August 2003 - August 2006
AllianceBernstein Investment and Research Management January 1999 - January 2003
AllianceBernstein Investment and Research Management January 1999 - January 2003
CitiStreet (formerly The Copeland Companies) January 1996 - January 1999
Skills
CRM, Strategy, Management, Leadership, Process Improvement, Project Management, Analysis, Mutual Funds, Financial Services, Start-ups, Performance Management, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Arts
Gregory Gordon's Fidelity Investments Experience 1996 - 1999
Job Founding Member at The Law Office of Gregory S. Gordon, LLC
Industry Law Practice
Experience
Law Office of Gregory S. Gordon, LLC May 2014 - Present
Leon Speakers July 1999 - Present
The Law Office of Gregory S. Gordon May 2014 - Present
Gordo Analytics, LLC November 2012 - Present
Garfield & Hecht, P.C. December 2000 - April 2014
Fidelity Investments 1996 - 1999
Skills
Tax Law, Construction Law, Appeals, Real Estate Development, Corporate Law, Civil Litigation, Real Estate, Commercial Litigation, Trial Practice, Business Litigation, Litigation, Dispute Resolution, Torts, Legal Writing, Legal Research, Trials, Contract Negotiation, Arbitration, Negotiation, Corporate Governance, Due Diligence, Capital Markets, Investments, Construction, Real Estate Transactions
Education
Rutgers University School of Law - Newark 1992 — 1995
Doctor of Law (J.D.)
University of Michigan 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Law Office of Gregory S. Gordon, LLC May 2014 - Present
Leon Speakers July 1999 - Present
The Law Office of Gregory S. Gordon May 2014 - Present
Gordo Analytics, LLC November 2012 - Present
Garfield & Hecht, P.C. December 2000 - April 2014
Fidelity Investments 1996 - 1999
Skills
Tax Law, Construction Law, Appeals, Real Estate Development, Corporate Law, Civil Litigation, Real Estate, Commercial Litigation, Trial Practice, Business Litigation, Litigation, Dispute Resolution, Torts, Legal Writing, Legal Research, Trials, Contract Negotiation, Arbitration, Negotiation, Corporate Governance, Due Diligence, Capital Markets, Investments, Construction, Real Estate Transactions
Education
Rutgers University School of Law - Newark 1992 — 1995
Doctor of Law (J.D.)
University of Michigan 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Lorna Mackey Lorna Mackey's Fidelity Investments Experience 1993 - 2006
Job President, Mackey Communication Group
Industry Public Relations and Communications
Experience
Mackey Communication Group January 2014 - Present
The Adobe Group LLC 2006 - 2013
Fidelity Investments 1993 - 2006
PepsiCo May 1988 - April 1993
Skills
Copywriting, Integrated Marketing, Marketing, Financial Services, Employee Benefits, Positioning, Human Resources, Marketing Management, Strategic Communications, Program Management, Project Management, Corporate Communications, Internal Communications, Thought Leadership, CRM
Education
Rutgers University-New Brunswick
B.A., M.S.
Mackey Communication Group January 2014 - Present
The Adobe Group LLC 2006 - 2013
Fidelity Investments 1993 - 2006
PepsiCo May 1988 - April 1993
Skills
Copywriting, Integrated Marketing, Marketing, Financial Services, Employee Benefits, Positioning, Human Resources, Marketing Management, Strategic Communications, Program Management, Project Management, Corporate Communications, Internal Communications, Thought Leadership, CRM
Education
Rutgers University-New Brunswick
B.A., M.S.
Frederick Gomez, CFP® Frederick Gomez, CFP®'s Fidelity Investments Experience March 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments July 2012 - March 2014
Northern Burlington Regional Chamber of Commerce May 2011 - May 2013
Wells Fargo Advisors, LLC March 2008 - August 2012
BlackRock 2005 - 2008
Merrill Lynch Investment Managers 2003 - 2005
Lord Abbett 1999 - 2003
US Government 1992 - 1994
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Fidelity Investments March 2014 - Present
Fidelity Investments July 2012 - March 2014
Northern Burlington Regional Chamber of Commerce May 2011 - May 2013
Wells Fargo Advisors, LLC March 2008 - August 2012
BlackRock 2005 - 2008
Merrill Lynch Investment Managers 2003 - 2005
Lord Abbett 1999 - 2003
US Government 1992 - 1994
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Bo Lazich Bo Lazich's Fidelity Investments Experience January 2001 - Present
Job Marketing Manager @http://paypaldailycash.tk/
Industry Recreational Facilities and Services
Experience
Fidelity Investments January 2001 - Present
Education
Rutgers University
MBA, business marketing
Fidelity Investments January 2001 - Present
Education
Rutgers University
MBA, business marketing
Rebecca Arnold's Fidelity Investments Experience July 2015 - Present
Job Digital Producer at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments July 2015 - Present
Havas Media June 2014 - June 2015
Havas Media (formerly Media Contacts) November 2011 - May 2014
Media Contacts June 2010 - October 2011
Carat Fusion June 2007 - August 2007
Skills
Media Planning, Digital Media, Media Buying, Digital Strategy, comScore, Digital Marketing, DoubleClick, Online Advertising, Mobile Marketing, Facebook, iDesk, TNS Media Intelligence, Microsoft Excel, PowerPoint, MediaVisor
Education
Rollins College 2006 — 2010
BA, Psychology
Pomfret School 2002 — 2006
Fidelity Investments July 2015 - Present
Havas Media June 2014 - June 2015
Havas Media (formerly Media Contacts) November 2011 - May 2014
Media Contacts June 2010 - October 2011
Carat Fusion June 2007 - August 2007
Skills
Media Planning, Digital Media, Media Buying, Digital Strategy, comScore, Digital Marketing, DoubleClick, Online Advertising, Mobile Marketing, Facebook, iDesk, TNS Media Intelligence, Microsoft Excel, PowerPoint, MediaVisor
Education
Rollins College 2006 — 2010
BA, Psychology
Pomfret School 2002 — 2006
John J. Cooney's Fidelity Investments Experience 1993 - 1997
Job Cybersecurity & Data Privacy, Health Law and Defense Attorney (Federal and State Regulatory & Criminal Defense)
Industry Law Practice
Experience
Ruskin Moscou Faltischek, PC October 2011 - Present
Touro College Jacob D. Fuchsberg Law Center December 2010 - Present
United States District Court for the Eastern District of New York October 2010 - October 2011
Ruskin Moscou Faltischek September 2008 - October 2010
Arrow Electronics 2001 - 2008
Nomura Securities 1997 - 2001
Fidelity Investments 1993 - 1997
Skills
Litigation, Health Law, White Collar Criminal..., Commercial Litigation, Legal Writing, criminal forfeiture, New York State Contracts, Legal Research, Bid Protests, Civil Litigation, Appeals, Government Procurement, Criminal Law, Westlaw, Government, Mediation, Fraud, Trials, Lexis, OPMC, OPD, federal forfeiture, federal sentencing, Hearings, Arbitration, Courts, Corporate Law
Education
Touro College Jacob D. Fuchsberg Law Center 2004 — 2008
Juris Doctor, Law
Rutgers University 1985 — 1989
Ruskin Moscou Faltischek, PC October 2011 - Present
Touro College Jacob D. Fuchsberg Law Center December 2010 - Present
United States District Court for the Eastern District of New York October 2010 - October 2011
Ruskin Moscou Faltischek September 2008 - October 2010
Arrow Electronics 2001 - 2008
Nomura Securities 1997 - 2001
Fidelity Investments 1993 - 1997
Skills
Litigation, Health Law, White Collar Criminal..., Commercial Litigation, Legal Writing, criminal forfeiture, New York State Contracts, Legal Research, Bid Protests, Civil Litigation, Appeals, Government Procurement, Criminal Law, Westlaw, Government, Mediation, Fraud, Trials, Lexis, OPMC, OPD, federal forfeiture, federal sentencing, Hearings, Arbitration, Courts, Corporate Law
Education
Touro College Jacob D. Fuchsberg Law Center 2004 — 2008
Juris Doctor, Law
Rutgers University 1985 — 1989
Steve Pienta Steve Pienta's Fidelity Investments Experience January 2007 - Present
Job SVP, Global Markets, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2007 - Present
Wachovia March 2004 - December 2006
Lehman Brothers May 1996 - March 2004
Education
University of Delaware - Lerner College of Business and Economics 1993 — 1995
MBA, Information Systems
Rutgers University-New Brunswick 1989 — 1993
B.S., Computer Science
Fidelity Investments January 2007 - Present
Wachovia March 2004 - December 2006
Lehman Brothers May 1996 - March 2004
Education
University of Delaware - Lerner College of Business and Economics 1993 — 1995
MBA, Information Systems
Rutgers University-New Brunswick 1989 — 1993
B.S., Computer Science
Jim Armstrong, PMP Jim Armstrong, PMP's Fidelity Investments Experience March 2011 - October 2013
Job Senior Director, Client Services at Connecture
Industry Information Technology and Services
Experience
Connecture November 2014 - Present
Connecture October 2013 - October 2014
Fidelity Investments March 2011 - October 2013
Aon Hewitt August 2007 - February 2011
Hewitt Associates March 2003 - August 2007
Hewitt Associates January 2001 - March 2003
Hewitt Associates April 1999 - January 2001
Hewitt Associates June 1996 - April 1999
Skills
Defined Benefit, Vendor Management, Employee Benefits, Management, Requirements Analysis, Outsourcing, Program Management, Project Planning, SDLC, Project Management, Analysis, Leadership, Quality Assurance, Budgets, ERP
Education
Rutgers University-New Brunswick 1992 — 1996
BS, MSIS
Connecture November 2014 - Present
Connecture October 2013 - October 2014
Fidelity Investments March 2011 - October 2013
Aon Hewitt August 2007 - February 2011
Hewitt Associates March 2003 - August 2007
Hewitt Associates January 2001 - March 2003
Hewitt Associates April 1999 - January 2001
Hewitt Associates June 1996 - April 1999
Skills
Defined Benefit, Vendor Management, Employee Benefits, Management, Requirements Analysis, Outsourcing, Program Management, Project Planning, SDLC, Project Management, Analysis, Leadership, Quality Assurance, Budgets, ERP
Education
Rutgers University-New Brunswick 1992 — 1996
BS, MSIS
William Metzler William Metzler's Fidelity Investments Experience 2007 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
American Express 1997 - 2007
Skills
Strategic Leadership, Six Sigma, Financial Analysis, Program Management, Business Process..., Business Process, Leadership, Change Management, Management, Process Improvement, Project Portfolio..., Coaching, Vendor Management, Product Management, Strategy, Business Strategy, IT Strategy, Operations Management, Strategic Planning, Product Development, Quality Assurance, Cross-functional Team..., Risk Management, Executive Management, Finance, Call Centers
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Masters of Business Administration
University of Phoenix 1999 — 2003
Bachelor of Science in Business
Rotterdam School of Management, Erasmus University
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Fidelity Investments 2007 - Present
American Express 1997 - 2007
Skills
Strategic Leadership, Six Sigma, Financial Analysis, Program Management, Business Process..., Business Process, Leadership, Change Management, Management, Process Improvement, Project Portfolio..., Coaching, Vendor Management, Product Management, Strategy, Business Strategy, IT Strategy, Operations Management, Strategic Planning, Product Development, Quality Assurance, Cross-functional Team..., Risk Management, Executive Management, Finance, Call Centers
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Masters of Business Administration
University of Phoenix 1999 — 2003
Bachelor of Science in Business
Rotterdam School of Management, Erasmus University
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Julie (Defina) Marks Julie (Defina) Marks's Fidelity Investments Experience August 2010 - September 2012
Job Financial Consultant at Charles Schwab & Co. Inc.
Industry Financial Services
Experience
Charles Schwab October 2013 - Present
Fidelity Investments August 2010 - September 2012
Charles Schwab 1999 - 2010
First Union National Bank 1994 - 1999
Skills
Financial Services, Investments, Mutual Funds, Securities, Series 63, Series 7, Wealth Management, Asset Management, Asset Allocation, Retirement Planning, Management
Education
Rutgers University 1990 — 1994
BA, English
Charles Schwab October 2013 - Present
Fidelity Investments August 2010 - September 2012
Charles Schwab 1999 - 2010
First Union National Bank 1994 - 1999
Skills
Financial Services, Investments, Mutual Funds, Securities, Series 63, Series 7, Wealth Management, Asset Management, Asset Allocation, Retirement Planning, Management
Education
Rutgers University 1990 — 1994
BA, English
Valerie Devine Valerie Devine's Fidelity Investments Experience 2006 - 2007
Job Highly Effective Financial Analyst with Focus in Financial Model Development, Strategic Planning, Budgeting & Reporting
Industry Financial Services
Experience
The Mary Baker Eddy Library 2013 - 2015
The First Church of Christ, Scientist (World Headquarters) 2012 - 2013
Fidelity Investments 2006 - 2007
Fidelity Investments 1999 - 2002
Fidelity Investments 1994 - 1999
Fidelity Investments 1992 - 1994
Skills
Financial Analysis, Budgeting & Forecasting, Financial Modeling, Reporting, Business Partner Support, Variance Analysis, Strategic Planning, Expense Control, Process Improvement, Cost Benefit Analysis, Vendor Management, Team Building
Education
University of California, Davis
Master of Business Administration (MBA), Finance, Accounting and International Business
Rotterdam School of Management, Erasmus University
IMScEC Program for International Business
University of Virginia, McIntire School of Commerce
Bachelor of Science (BS), Management Information Systems; Human Resources Management
The Mary Baker Eddy Library 2013 - 2015
The First Church of Christ, Scientist (World Headquarters) 2012 - 2013
Fidelity Investments 2006 - 2007
Fidelity Investments 1999 - 2002
Fidelity Investments 1994 - 1999
Fidelity Investments 1992 - 1994
Skills
Financial Analysis, Budgeting & Forecasting, Financial Modeling, Reporting, Business Partner Support, Variance Analysis, Strategic Planning, Expense Control, Process Improvement, Cost Benefit Analysis, Vendor Management, Team Building
Education
University of California, Davis
Master of Business Administration (MBA), Finance, Accounting and International Business
Rotterdam School of Management, Erasmus University
IMScEC Program for International Business
University of Virginia, McIntire School of Commerce
Bachelor of Science (BS), Management Information Systems; Human Resources Management
William F. Coyle Jr. William F. Coyle Jr.'s Fidelity Investments Experience October 2011 - Present
Job Senior Director at Fidelity Investments: Operation and Services for Fidelity Institutional Clients
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Fidelity Investments April 2008 - September 2011
Fidelity Investments July 2002 - March 2008
Fidelity Investments December 1995 - July 2002
Bear Stearns & Company September 1990 - December 1995
Ladenburg Thalmann February 1988 - June 1990
Skills
Strategic Planning, Financial / Risk..., Business Process..., Project Management, Relationship Management, Staff Development, Budget and Forecasting, Business Continuity..., Balanced Scorecard, Client Billing, Financial Services, Risk Management
Education
Rutgers University 1982 — 1987
Bachelor’s Degree, Economics
Fidelity Investments October 2011 - Present
Fidelity Investments April 2008 - September 2011
Fidelity Investments July 2002 - March 2008
Fidelity Investments December 1995 - July 2002
Bear Stearns & Company September 1990 - December 1995
Ladenburg Thalmann February 1988 - June 1990
Skills
Strategic Planning, Financial / Risk..., Business Process..., Project Management, Relationship Management, Staff Development, Budget and Forecasting, Business Continuity..., Balanced Scorecard, Client Billing, Financial Services, Risk Management
Education
Rutgers University 1982 — 1987
Bachelor’s Degree, Economics
Jeff Boggs's Fidelity Investments Experience January 2014 - August 2014
Job WPF UI Financial Software Contractor at PIMCO
Industry Computer Software
Experience
PIMCO February 2015 - Present
Astro-Med, Inc. November 2014 - January 2015
Fidelity Investments January 2014 - August 2014
Charles Schwab December 2012 - July 2013
Fidelity Investments March 2010 - June 2012
Johnson & Johnson September 2008 - September 2009
SQL Power Group Inc. January 2008 - March 2008
Inovex 2005 - 2007
Whitby Industrial Controls Ltd. 2004 - 2005
Motorola 2001 - 2003
Skills
Silverlight, .NET, WPF, Agile, Scrum, Design Patterns, C#, XML, Web Services, Architecture, Agile Methodologies, Mobile Applications, SOA, Agile Project Management, Software Project..., Software Development, Solution Architecture, WCF, Strategy, User Interface Design, Business Development, Business Analysis, Application Architecture, Software Design, SDLC, Requirements Analysis, Software Engineering, UML, SaaS, Cloud Computing, Enterprise Architecture, TFS, Visual Studio
Education
Roosevelt University 2001 — 2003
MBA, Marketing
University of Ottawa 1997 — 2001
B.A.Sc., Software Engineering
PIMCO February 2015 - Present
Astro-Med, Inc. November 2014 - January 2015
Fidelity Investments January 2014 - August 2014
Charles Schwab December 2012 - July 2013
Fidelity Investments March 2010 - June 2012
Johnson & Johnson September 2008 - September 2009
SQL Power Group Inc. January 2008 - March 2008
Inovex 2005 - 2007
Whitby Industrial Controls Ltd. 2004 - 2005
Motorola 2001 - 2003
Skills
Silverlight, .NET, WPF, Agile, Scrum, Design Patterns, C#, XML, Web Services, Architecture, Agile Methodologies, Mobile Applications, SOA, Agile Project Management, Software Project..., Software Development, Solution Architecture, WCF, Strategy, User Interface Design, Business Development, Business Analysis, Application Architecture, Software Design, SDLC, Requirements Analysis, Software Engineering, UML, SaaS, Cloud Computing, Enterprise Architecture, TFS, Visual Studio
Education
Roosevelt University 2001 — 2003
MBA, Marketing
University of Ottawa 1997 — 2001
B.A.Sc., Software Engineering
Joshua Wilder's Fidelity Investments Experience March 2007 - December 2008
Job Associate Developer at 400 Capital Management
Industry Investment Management
Experience
400 Capital Management March 2015 - Present
AQR Capital Management April 2013 - March 2015
Corbin Capital Partners L.P. December 2009 - April 2013
Shadow Financial Systems December 2008 - December 2009
Fidelity Investments March 2007 - December 2008
Citigroup October 2006 - March 2007
Deutsche Bank Securities Inc 2005 - 2006
Skills
R, Visual Basic, Java, C#, Fixed Income, Equities, Hedge Funds, Derivatives, Electronic Trading, Trading, Portfolio Management, Bloomberg, Capital Markets, Options, Risk Management
Education
Stevens Institute of Technology 2007 — 2009
Masters, Financial Engineering
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Applied Science (BASc), Computer Science
400 Capital Management March 2015 - Present
AQR Capital Management April 2013 - March 2015
Corbin Capital Partners L.P. December 2009 - April 2013
Shadow Financial Systems December 2008 - December 2009
Fidelity Investments March 2007 - December 2008
Citigroup October 2006 - March 2007
Deutsche Bank Securities Inc 2005 - 2006
Skills
R, Visual Basic, Java, C#, Fixed Income, Equities, Hedge Funds, Derivatives, Electronic Trading, Trading, Portfolio Management, Bloomberg, Capital Markets, Options, Risk Management
Education
Stevens Institute of Technology 2007 — 2009
Masters, Financial Engineering
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Applied Science (BASc), Computer Science
Mark Greenberg's Fidelity Investments Experience 1997 - 1999
Job Vice President Appliction Development and Solutions Management at CoreLogic Credco
Industry Information Technology and Services
Experience
Financial Services Technology March 2013 - November 2013
LPL Financial June 2008 - March 2013
Fisher Investments March 2005 - May 2008
Merrill Lynch 1999 - 2004
Fidelity Investments 1997 - 1999
Nicholas-Applegate Capital Management August 1995 - October 1997
Salomon Bros 1989 - 1995
AT&T Information Systems 1988 - 1989
Skills
Asset Managment, SDLC, Securities, Financial Services, Integration, Trading, Equities, Management, Software Development, Investment Management, Program Management, Telecommunications, Oracle, Vendor Management, Risk Management, Strategy, Asset Management, Access, Enterprise Architecture, Trading Systems, Enterprise Software, Disaster Recovery, Fixed Income, Business Development, Java, Portfolio Management, Finance, Agile Methodologies, Architecture, IT Management, SOA, CRM, Analytics, Virtualization, Cloud Computing, Data Center, Big Data, Team Leadership, Process Improvement, Infrastructure, Strategic Planning, IT Strategy, Business Process..., Business Analysis, Application Architecture, Software Project..., Business Strategy, Leadership, Project Portfolio..., Business Intelligence
Education
Rutgers University-New Brunswick 1975 — 1980
BA, Liberal Arts
Financial Services Technology March 2013 - November 2013
LPL Financial June 2008 - March 2013
Fisher Investments March 2005 - May 2008
Merrill Lynch 1999 - 2004
Fidelity Investments 1997 - 1999
Nicholas-Applegate Capital Management August 1995 - October 1997
Salomon Bros 1989 - 1995
AT&T Information Systems 1988 - 1989
Skills
Asset Managment, SDLC, Securities, Financial Services, Integration, Trading, Equities, Management, Software Development, Investment Management, Program Management, Telecommunications, Oracle, Vendor Management, Risk Management, Strategy, Asset Management, Access, Enterprise Architecture, Trading Systems, Enterprise Software, Disaster Recovery, Fixed Income, Business Development, Java, Portfolio Management, Finance, Agile Methodologies, Architecture, IT Management, SOA, CRM, Analytics, Virtualization, Cloud Computing, Data Center, Big Data, Team Leadership, Process Improvement, Infrastructure, Strategic Planning, IT Strategy, Business Process..., Business Analysis, Application Architecture, Software Project..., Business Strategy, Leadership, Project Portfolio..., Business Intelligence
Education
Rutgers University-New Brunswick 1975 — 1980
BA, Liberal Arts
Tim McKnight's Fidelity Investments Experience October 2012 - May 2014
Job CISO
Industry Information Technology and Services
Experience
General Electric June 2014 - Present
Fidelity Investments October 2012 - May 2014
Northrop Grumman Corp January 2003 - October 2012
BAE Systems 2001 - 2003
Cisco Systems 2000 - 2001
FBI 1992 - 2000
Skills
Information Assurance, CISSP, Vulnerability Assessment, Information Security, Information Security..., Security, Computer Security, Computer Forensics, Vulnerability Management, Network Security, Penetration Testing, Business Continuity, Intrusion Detection, DoD, Security Audits, Security Architecture..., NIST, Security Clearance, Systems Engineering, FISMA, DoDAF, Network Architecture, Metrics, Windows
Education
Rutgers, The State University of New Jersey-New Brunswick
BA
General Electric June 2014 - Present
Fidelity Investments October 2012 - May 2014
Northrop Grumman Corp January 2003 - October 2012
BAE Systems 2001 - 2003
Cisco Systems 2000 - 2001
FBI 1992 - 2000
Skills
Information Assurance, CISSP, Vulnerability Assessment, Information Security, Information Security..., Security, Computer Security, Computer Forensics, Vulnerability Management, Network Security, Penetration Testing, Business Continuity, Intrusion Detection, DoD, Security Audits, Security Architecture..., NIST, Security Clearance, Systems Engineering, FISMA, DoDAF, Network Architecture, Metrics, Windows
Education
Rutgers, The State University of New Jersey-New Brunswick
BA
Ben Venturo, CERTIFIED FINANCIAL PLANNER®'s Fidelity Investments Experience March 2015 - Present
Job Account Executive, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
TIAA-CREF July 2007 - March 2015
H & R Block Financial Advisors 2000 - 2007
Education
Rowan University 2009 — 2012
MBA, Finance
Rutgers University – Camden 1985 — 1998
Fidelity Investments March 2015 - Present
TIAA-CREF July 2007 - March 2015
H & R Block Financial Advisors 2000 - 2007
Education
Rowan University 2009 — 2012
MBA, Finance
Rutgers University – Camden 1985 — 1998
Gaurang Patel's Fidelity Investments Experience 2005 - 2006
Job Lead System Engineer (QA lead compliance) at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management June 2011 - Present
Charles River Development January 2010 - June 2011
Fidelity 2006 - 2009
Fidelity Investments 2005 - 2006
Carlson Marketing Group 2005 - 2005
shyam llc 2004 - 2005
Institute of neuroinformatik February 2002 - October 2003
Skills
Agile Methodologies, Test Automation, Quality Center, Scrum, Manual Testing, Quality Assurance, Project Planning, Conflict Resolution, Trade and Regulatory..., Trading Workflows, PL/SQL, SQL, C++, SDLC, QTP, Test Strategy, LoadRunner, Agile Testing, Databases, JIRA, Oracle, Requirements Gathering, SOA, Software Project..., Test Planning, Test Management, User Acceptance Testing, Unix, Visual Basic, Software Quality..., XML, Testing, Requirements Analysis, Web Services, Regression Testing, Test Cases, System Testing, Perl, HP QTP, HP Quality Center
Education
MS University of Baroda 1995 — 1999
Civil Engineering, Civil Engineering
Rosary
Ruhr University Bochum
MSc, Computational Engineering
Wellington Management June 2011 - Present
Charles River Development January 2010 - June 2011
Fidelity 2006 - 2009
Fidelity Investments 2005 - 2006
Carlson Marketing Group 2005 - 2005
shyam llc 2004 - 2005
Institute of neuroinformatik February 2002 - October 2003
Skills
Agile Methodologies, Test Automation, Quality Center, Scrum, Manual Testing, Quality Assurance, Project Planning, Conflict Resolution, Trade and Regulatory..., Trading Workflows, PL/SQL, SQL, C++, SDLC, QTP, Test Strategy, LoadRunner, Agile Testing, Databases, JIRA, Oracle, Requirements Gathering, SOA, Software Project..., Test Planning, Test Management, User Acceptance Testing, Unix, Visual Basic, Software Quality..., XML, Testing, Requirements Analysis, Web Services, Regression Testing, Test Cases, System Testing, Perl, HP QTP, HP Quality Center
Education
MS University of Baroda 1995 — 1999
Civil Engineering, Civil Engineering
Rosary
Ruhr University Bochum
MSc, Computational Engineering
John Colantino, CFP®'s Fidelity Investments Experience 2001 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2001 - Present
PaperExchange.com 2000 - 2001
HillHolliday 1999 - 2000
PricewaterhouseCoopers 1996 - 1998
PMSC 1991 - 1996
Education
CERTIFIED FINANCIAL PLANNER™ 2004 — 2008
Rollins College 1987 — 1991
Fidelity Investments 2001 - Present
PaperExchange.com 2000 - 2001
HillHolliday 1999 - 2000
PricewaterhouseCoopers 1996 - 1998
PMSC 1991 - 1996
Education
CERTIFIED FINANCIAL PLANNER™ 2004 — 2008
Rollins College 1987 — 1991
Elliot Wiesen's Fidelity Investments Experience July 2010 - Present
Job Assistant Branch Manager
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Merrill Lynch September 2004 - July 2010
Merrill Lynch June 2004 - September 2007
Skills
Series 7, Series 63, Wealth Management, Fixed Income, Series 65, Retirement Planning, Equities, Asset Allocation, Mutual Funds, Securities
Education
Rutgers University-New Brunswick 2006 — 2009
MBA, Finance, Global Business & Management
Yeshiva University 2000 — 2004
BS, Finance, General
Fidelity Investments July 2010 - Present
Merrill Lynch September 2004 - July 2010
Merrill Lynch June 2004 - September 2007
Skills
Series 7, Series 63, Wealth Management, Fixed Income, Series 65, Retirement Planning, Equities, Asset Allocation, Mutual Funds, Securities
Education
Rutgers University-New Brunswick 2006 — 2009
MBA, Finance, Global Business & Management
Yeshiva University 2000 — 2004
BS, Finance, General
Joe Okabe, CFP(r)'s Fidelity Investments Experience September 2014 - Present
Job Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments December 2012 - September 2014
Fidelity Investments January 2010 - December 2012
FINRA October 2006 - April 2010
Education
Rutgers University-New Brunswick 1994 — 1999
Fidelity Investments September 2014 - Present
Fidelity Investments December 2012 - September 2014
Fidelity Investments January 2010 - December 2012
FINRA October 2006 - April 2010
Education
Rutgers University-New Brunswick 1994 — 1999
Brian Lisi, FSA, CFA's Fidelity Investments Experience November 2012 - Present
Job VP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Mercer April 2006 - November 2012
Buck Consultants July 1995 - March 2006
Skills
Actuarial Science, Pensions, Retirement, Defined Benefit, Employee Benefits, Defined Contribution, ERISA, 401k, Pension Administration, Risk Management, Pension Funds, Retirement Plan..., ALM, Actuarial Consulting, Executive Pay
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
BA, Math/Statistics
North Brunswick Township High School 1986 — 1990
Fidelity Investments November 2012 - Present
Mercer April 2006 - November 2012
Buck Consultants July 1995 - March 2006
Skills
Actuarial Science, Pensions, Retirement, Defined Benefit, Employee Benefits, Defined Contribution, ERISA, 401k, Pension Administration, Risk Management, Pension Funds, Retirement Plan..., ALM, Actuarial Consulting, Executive Pay
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1995
BA, Math/Statistics
North Brunswick Township High School 1986 — 1990
Michael Betterman's Fidelity Investments Experience December 2006 - Present
Job Financial Services Management
Industry Financial Services
Experience
Fidelity Investments December 2006 - Present
Skills
Equities, Retirement Planning, Series 7, Investments, Change Management, Banking, Wealth Management, Mutual Funds
Education
Rollins College 2006 — 2008
Bachelor of Arts (BA), Economics
Rollins College - Crummer Graduate School of Business 2006 — 2007
Master of Business Administration (MBA)
Fidelity Investments December 2006 - Present
Skills
Equities, Retirement Planning, Series 7, Investments, Change Management, Banking, Wealth Management, Mutual Funds
Education
Rollins College 2006 — 2008
Bachelor of Arts (BA), Economics
Rollins College - Crummer Graduate School of Business 2006 — 2007
Master of Business Administration (MBA)
Doris Lucia's Fidelity Investments Experience July 2006 - March 2007
Job Office Administrator at Hodge & Kittrell
Industry Real Estate
Experience
Hodge & Kittrell September 2007 - Present
Fidelity Investments July 2006 - March 2007
Fidelity Investments September 2004 - July 2006
Fidelity Investments August 2002 - September 2004
Education
Rutgers University-New Brunswick 1976 — 1980
Hodge & Kittrell September 2007 - Present
Fidelity Investments July 2006 - March 2007
Fidelity Investments September 2004 - July 2006
Fidelity Investments August 2002 - September 2004
Education
Rutgers University-New Brunswick 1976 — 1980
JoEllen Arroyo (Hayes)'s Fidelity Investments Experience July 2008 - Present
Job Trade Desk Service Rep
Industry Financial Services
Experience
Fidelity Investments July 2008 - Present
Walt Disney World 2004 - 2005
Skills
Financial Services, Business Analysis, Data Analysis, Relationship Management, Vendor Management, Process Improvement, Call Centers, Performance Management, Customer Service, Training, Project Management, Management, Microsoft Office, Leadership, Requirements Analysis, Employee Benefits
Education
Kean University 2003 — 2006
Bachelor of Arts (BA), Applied Psychology
Burlington County College 2000 — 2003
Fidelity Investments July 2008 - Present
Walt Disney World 2004 - 2005
Skills
Financial Services, Business Analysis, Data Analysis, Relationship Management, Vendor Management, Process Improvement, Call Centers, Performance Management, Customer Service, Training, Project Management, Management, Microsoft Office, Leadership, Requirements Analysis, Employee Benefits
Education
Kean University 2003 — 2006
Bachelor of Arts (BA), Applied Psychology
Burlington County College 2000 — 2003
Cheryl Marconi's Fidelity Investments Experience May 1999 - August 2000
Job Certified Personal Trainer
Industry Health, Wellness and Fitness
Experience
Lift Personal Training September 2011 - Present
Cheryl Marconi Communications August 2000 - August 2011
Fidelity Investments May 1999 - August 2000
New York Life 1997 - 1999
Scudder Investments 1994 - 1997
Simon and Schuster 1990 - 1994
Skills
Writing, Editing, Health, Books, Newsletters, Marketing Materials, Copywriting, Blogging, Retirement Planning, Corporate Communications, Brochures, Marketing Communications
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
Bachelor of Arts, Journalism
Lift Personal Training September 2011 - Present
Cheryl Marconi Communications August 2000 - August 2011
Fidelity Investments May 1999 - August 2000
New York Life 1997 - 1999
Scudder Investments 1994 - 1997
Simon and Schuster 1990 - 1994
Skills
Writing, Editing, Health, Books, Newsletters, Marketing Materials, Copywriting, Blogging, Retirement Planning, Corporate Communications, Brochures, Marketing Communications
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
Bachelor of Arts, Journalism
Janice Keating's Fidelity Investments Experience September 2011 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
JPMorgan Chase 2008 - 2011
Bear Stearns 1991 - 2008
PwC 1987 - 1991
KPMG US 1984 - 1987
Education
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1984
Bachelor of Arts (B.A.), Economics
Fidelity Investments September 2011 - Present
JPMorgan Chase 2008 - 2011
Bear Stearns 1991 - 2008
PwC 1987 - 1991
KPMG US 1984 - 1987
Education
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1984
Bachelor of Arts (B.A.), Economics
Sandra Rose's Fidelity Investments Experience April 2012 - December 2013
Job Director of Business Development at Tiburon Capital Management
Industry Financial Services
Experience
Tiburon Capital Management February 2015 - Present
TIAA-CREF January 2014 - January 2015
Fidelity Investments April 2012 - December 2013
Fidelity Investments March 2010 - April 2012
Fidelity Investments September 2008 - March 2010
David J. Greene May 2003 - May 2004
David L. Babson April 1997 - April 2002
Fidelity Management & Research Comany January 1993 - April 1997
Skills
Investments, Equities, Securities, Series 7, Wealth Management, Asset Allocation, Series 63, Retirement Planning, Fixed Income, Financial Services, Buy-side, Annuities, Investment Strategies, Alternative Investments, Bonds, Financial Markets, Trading Systems, Financial Advisory, Institutional..., Trading Strategies, High Net Worth..., Financial Planners, Stocks, Wealth Management..., Separately Managed..., Trading, Asset Management, Bloomberg, Sales, New Business Development, CRM, Marketing Communications, Business Development, Fundraising, Hedge Funds, Insurance, Investment Advisory, Investment Management, Leadership, Microsoft Office, Marketing Strategy, Sales Management
Education
Roger Williams University
BS, Business Administration, Minors Finance & Economics
Tiburon Capital Management February 2015 - Present
TIAA-CREF January 2014 - January 2015
Fidelity Investments April 2012 - December 2013
Fidelity Investments March 2010 - April 2012
Fidelity Investments September 2008 - March 2010
David J. Greene May 2003 - May 2004
David L. Babson April 1997 - April 2002
Fidelity Management & Research Comany January 1993 - April 1997
Skills
Investments, Equities, Securities, Series 7, Wealth Management, Asset Allocation, Series 63, Retirement Planning, Fixed Income, Financial Services, Buy-side, Annuities, Investment Strategies, Alternative Investments, Bonds, Financial Markets, Trading Systems, Financial Advisory, Institutional..., Trading Strategies, High Net Worth..., Financial Planners, Stocks, Wealth Management..., Separately Managed..., Trading, Asset Management, Bloomberg, Sales, New Business Development, CRM, Marketing Communications, Business Development, Fundraising, Hedge Funds, Insurance, Investment Advisory, Investment Management, Leadership, Microsoft Office, Marketing Strategy, Sales Management
Education
Roger Williams University
BS, Business Administration, Minors Finance & Economics
Marni Mueller's Fidelity Investments Experience August 2004 - September 2006
Job Business Analyst/H&W at Towers Watson
Industry Information Technology and Services
Experience
Towers Watson January 2012 - Present
The AmeriHealth Mercy Family of Companies (Tek Systems) July 2011 - January 2012
American Water (Tek Systems) September 2009 - June 2011
Independence Blue Cross (XSELL Resources) June 2008 - June 2009
SHPS April 2007 - June 2008
Fidelity Investments August 2004 - September 2006
Towers Perrin June 1999 - June 2004
Skills
SDLC, Visio, Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, SharePoint, Vendor Management, Data Analysis, Access, SQL
Education
Rowan University 1995 — 1998
Bachelor, MIS
Towers Watson January 2012 - Present
The AmeriHealth Mercy Family of Companies (Tek Systems) July 2011 - January 2012
American Water (Tek Systems) September 2009 - June 2011
Independence Blue Cross (XSELL Resources) June 2008 - June 2009
SHPS April 2007 - June 2008
Fidelity Investments August 2004 - September 2006
Towers Perrin June 1999 - June 2004
Skills
SDLC, Visio, Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, SharePoint, Vendor Management, Data Analysis, Access, SQL
Education
Rowan University 1995 — 1998
Bachelor, MIS
Jude Metcalfe's Fidelity Investments Experience 1995 - 2000
Job President, DST Retirement Solutions
Industry Financial Services
Experience
DST Retirement Solutions 2007 - Present
Wealth Management Systems 2003 - 2007
Mellon HR Solutions 2000 - 2003
Fidelity Investments 1995 - 2000
Kwasha Lipton 1994 - 1995
Prudential Mutual Fund Services 1987 - 1994
Education
Rutgers University-New Brunswick 1977 — 1981
BA, Business Administration & Psychology
DST Retirement Solutions 2007 - Present
Wealth Management Systems 2003 - 2007
Mellon HR Solutions 2000 - 2003
Fidelity Investments 1995 - 2000
Kwasha Lipton 1994 - 1995
Prudential Mutual Fund Services 1987 - 1994
Education
Rutgers University-New Brunswick 1977 — 1981
BA, Business Administration & Psychology
Joseph Muenzen's Fidelity Investments Experience October 1989 - May 2007
Job Consultant to Dell Perot Systems at Blue Cross Blue Shield of Rhode Island
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Rhode Island January 2010 - Present
Fidelity Investments October 1989 - May 2007
Education
Rutgers University-New Brunswick
BA, English
Blue Cross Blue Shield of Rhode Island January 2010 - Present
Fidelity Investments October 1989 - May 2007
Education
Rutgers University-New Brunswick
BA, English
Ron Rego's Fidelity Investments Experience January 1993 - December 1997
Job Senior Director, Patient Care Systems at New York City Health and Hospitals
Industry Hospital & Health Care
Experience
NYC Health & Hospitals July 2015 - Present
New York City Health and Hospitals March 2013 - Present
Momentum Management Resources October 2006 - March 2013
NYC Health & Hospitals October 2006 - March 2013
Sound View Electronics January 2003 - December 2005
Goldman Sachs 1999 - 2002
Prudential January 1999 - December 2000
American Express January 1998 - December 1999
Fidelity Investments January 1993 - December 1997
Shearson Lehman Bros (and predecessors), NYC, NY 1985 - 1992
Skills
SDLC, Program Management, Business Analysis, Vendor Management, PMP, PMO, Project Management, Risk Management, Change Management, Visio, Process Improvement, MS Project, Software Project..., Integration, Business Process..., Strategic Planning, Requirements Analysis, Project Portfolio..., Enterprise Architecture, Team Building, IT Management, Project Planning, Business Intelligence, Data Center, Outsourcing, IT Strategy, ITIL, Consulting, Cloud Computing, Business Process..., Business Process, SharePoint, Governance, Disaster Recovery, Information Technology, Project Delivery, Software Development, IT Operations, IT Service Management, Quality Assurance, Cross-functional Team..., Solution Architecture, Team Leadership, Data Warehousing, Requirements Gathering, Management, Strategy, Management Consulting, Agile Methodologies, Software Documentation
Education
Project Management Institute 2011 — 2011
PMP, Project Management Certification
New York University - Leonard N. Stern School of Business 1983 — 1987
MBA, Finance
Rutgers University-New Brunswick
MS, Computer Science
Stevens Institute of Technology
BE, Electrical Engineering
NYC Health & Hospitals July 2015 - Present
New York City Health and Hospitals March 2013 - Present
Momentum Management Resources October 2006 - March 2013
NYC Health & Hospitals October 2006 - March 2013
Sound View Electronics January 2003 - December 2005
Goldman Sachs 1999 - 2002
Prudential January 1999 - December 2000
American Express January 1998 - December 1999
Fidelity Investments January 1993 - December 1997
Shearson Lehman Bros (and predecessors), NYC, NY 1985 - 1992
Skills
SDLC, Program Management, Business Analysis, Vendor Management, PMP, PMO, Project Management, Risk Management, Change Management, Visio, Process Improvement, MS Project, Software Project..., Integration, Business Process..., Strategic Planning, Requirements Analysis, Project Portfolio..., Enterprise Architecture, Team Building, IT Management, Project Planning, Business Intelligence, Data Center, Outsourcing, IT Strategy, ITIL, Consulting, Cloud Computing, Business Process..., Business Process, SharePoint, Governance, Disaster Recovery, Information Technology, Project Delivery, Software Development, IT Operations, IT Service Management, Quality Assurance, Cross-functional Team..., Solution Architecture, Team Leadership, Data Warehousing, Requirements Gathering, Management, Strategy, Management Consulting, Agile Methodologies, Software Documentation
Education
Project Management Institute 2011 — 2011
PMP, Project Management Certification
New York University - Leonard N. Stern School of Business 1983 — 1987
MBA, Finance
Rutgers University-New Brunswick
MS, Computer Science
Stevens Institute of Technology
BE, Electrical Engineering
Claire Hannafin's Fidelity Investments Experience January 2015 - Present
Job Vice President, Manager, Field Effectiveness at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments December 2012 - December 2014
Fidelity Investments May 2005 - September 2010
The Richardson Company 1989 - 1999
Chemical Bank 1985 - 1989
Lincoln Savings Bank 1980 - 1985
Manufacturers Hanover Trust 1978 - 1980
Citizens First National Bank 1976 - 1978
Skills
Financial Services, Investments, Mutual Funds, Series 7, Series 63, Wealth Management, Management, Asset Management, Portfolio Management, Business Development
Education
Rowan University
BA, Education
Fidelity Investments January 2015 - Present
Fidelity Investments December 2012 - December 2014
Fidelity Investments May 2005 - September 2010
The Richardson Company 1989 - 1999
Chemical Bank 1985 - 1989
Lincoln Savings Bank 1980 - 1985
Manufacturers Hanover Trust 1978 - 1980
Citizens First National Bank 1976 - 1978
Skills
Financial Services, Investments, Mutual Funds, Series 7, Series 63, Wealth Management, Management, Asset Management, Portfolio Management, Business Development
Education
Rowan University
BA, Education
Lawrence Conover's Fidelity Investments Experience June 2006 - Present
Job Vice President Corporate Actions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2006 - Present
Pershing November 1993 - June 2006
Skills
Securities, Financial Services, Portfolio Management, Bloomberg, Mutual Funds, Fixed Income, Corporate Actions, Series 7, Prime Brokerage, Hedge Funds, Equities, Capital Markets, Middle Office, Back Office, Risk Management
Education
Saint Peter's University 1996 — 1999
MBA/MIS, Business Administration and Information Systems
Rutgers University-New Brunswick 1984 — 1989
BA, Economics & Finance
Fidelity Investments June 2006 - Present
Pershing November 1993 - June 2006
Skills
Securities, Financial Services, Portfolio Management, Bloomberg, Mutual Funds, Fixed Income, Corporate Actions, Series 7, Prime Brokerage, Hedge Funds, Equities, Capital Markets, Middle Office, Back Office, Risk Management
Education
Saint Peter's University 1996 — 1999
MBA/MIS, Business Administration and Information Systems
Rutgers University-New Brunswick 1984 — 1989
BA, Economics & Finance
Richard MacLaren's Fidelity Investments Experience August 2000 - November 2001
Job Business Analyst Officer at State Street Corp
Industry Financial Services
Experience
State Street Corp March 2004 - Present
Fidelity Investments August 2000 - November 2001
FleetBoston January 1996 - August 2000
BankBoston January 1993 - January 1996
Education
Roger Williams University 1976 — 1979
BS, Marketing
Chowan college 1975 — 1976
Biology
Lejeune High School 1972 — 1975
State Street Corp March 2004 - Present
Fidelity Investments August 2000 - November 2001
FleetBoston January 1996 - August 2000
BankBoston January 1993 - January 1996
Education
Roger Williams University 1976 — 1979
BS, Marketing
Chowan college 1975 — 1976
Biology
Lejeune High School 1972 — 1975
Linda Alicea's Fidelity Investments Experience April 2011 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Fidelity Investments September 2008 - April 2011
Skills
Defined Benefit, Relationship Management, Retirement, Financial Services
Education
Rowan University 1995 — 1997
Fidelity Investments April 2011 - Present
Fidelity Investments September 2008 - April 2011
Skills
Defined Benefit, Relationship Management, Retirement, Financial Services
Education
Rowan University 1995 — 1997
Christopher Gatto's Fidelity Investments Experience August 2012 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
PNC Investments January 2010 - August 2012
Merrill Lynch January 2002 - January 2010
Education
Rowan University 1997 — 2001
BS, Business
Fidelity Investments August 2012 - Present
PNC Investments January 2010 - August 2012
Merrill Lynch January 2002 - January 2010
Education
Rowan University 1997 — 2001
BS, Business
James Carr II's Fidelity Investments Experience November 2006 - April 2007
Job Website Shopping Experience Specialist at Fanatics, Inc.
Industry Financial Services
Experience
Fanatics, Inc. October 2012 - Present
Fanatics, Inc. September 2011 - October 2012
Fanatics, Inc. September 2009 - September 2011
CitiStreet/ING Wealth Management Services July 2007 - September 2009
Fidelity Investments November 2006 - April 2007
Jacksonville Jaguars, LLC August 2006 - December 2006
Commerce Bank (Now TD Bank) August 2005 - May 2006
Vector Marketing Company December 2002 - May 2006
Farmers & Mechanics Bank (Now Beneficial Bank) September 2001 - August 2005
Skills
Leadership, Training, Management, Customer Satisfaction, Customer Service, Time Management, Sales, Team Building, Accounting, Call Center, Financial Services, Banking, Data Entry, Auditing, Social Media, Facebook, Microsoft Office, Event Planning, Investments, PowerPoint, Call Centers, Public Relations
Education
Rowan College at Burlington County 2004 — 2006
N/A, Liberal Arts
Temple University 2001 — 2003
N/A, Journalism
Fanatics, Inc. October 2012 - Present
Fanatics, Inc. September 2011 - October 2012
Fanatics, Inc. September 2009 - September 2011
CitiStreet/ING Wealth Management Services July 2007 - September 2009
Fidelity Investments November 2006 - April 2007
Jacksonville Jaguars, LLC August 2006 - December 2006
Commerce Bank (Now TD Bank) August 2005 - May 2006
Vector Marketing Company December 2002 - May 2006
Farmers & Mechanics Bank (Now Beneficial Bank) September 2001 - August 2005
Skills
Leadership, Training, Management, Customer Satisfaction, Customer Service, Time Management, Sales, Team Building, Accounting, Call Center, Financial Services, Banking, Data Entry, Auditing, Social Media, Facebook, Microsoft Office, Event Planning, Investments, PowerPoint, Call Centers, Public Relations
Education
Rowan College at Burlington County 2004 — 2006
N/A, Liberal Arts
Temple University 2001 — 2003
N/A, Journalism
Heidi Cruz-Franz's Fidelity Investments Experience 1997 - 1998
Job Senior Manager at Rutgers, The State University of New Jersey
Industry Financial Services
Experience
Rutgers, The State University of New Jersey 2010 - Present
Resources Global Professionals July 2010 - September 2010
Discover Financial Services 2007 - 2009
GE Capital 2000 - 2007
Antares Capital (acq. by GE Capital in 2005) 2000 - 2005
Concur Technologies 1998 - 1999
Fidelity Investments 1997 - 1998
Heller Financial 1988 - 1997
Skills
Forecasting, Analysis, Financial Analysis, Finance, Corporate Finance, Microsoft Excel, Financial Modeling, Financial Reporting, Strategy, Portfolio Management, Mergers & Acquisitions, Budgets, Data Analysis, Strategic Financial..., Oracle Discoverer, Oracle General Ledger, Hyperion HFM, Hyperion Enterprise
Education
Rutgers University – Camden 2015 — 2017
Master’s Degree, Public Administration
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS, Finance
Rutgers, The State University of New Jersey 2010 - Present
Resources Global Professionals July 2010 - September 2010
Discover Financial Services 2007 - 2009
GE Capital 2000 - 2007
Antares Capital (acq. by GE Capital in 2005) 2000 - 2005
Concur Technologies 1998 - 1999
Fidelity Investments 1997 - 1998
Heller Financial 1988 - 1997
Skills
Forecasting, Analysis, Financial Analysis, Finance, Corporate Finance, Microsoft Excel, Financial Modeling, Financial Reporting, Strategy, Portfolio Management, Mergers & Acquisitions, Budgets, Data Analysis, Strategic Financial..., Oracle Discoverer, Oracle General Ledger, Hyperion HFM, Hyperion Enterprise
Education
Rutgers University – Camden 2015 — 2017
Master’s Degree, Public Administration
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS, Finance
Anthony Antinori's Fidelity Investments Experience December 2013 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
KS Engineering/Metropolitan Transit Authority Capital Construction January 2010 - December 2013
J. Fletcher Creamer & Son February 2001 - June 2009
Antinori Bros., Inc. 1976 - 2000
Skills
Facilities Management, Construction Management, Budgeting, Microsoft Office, Customer Relations, Customer Service
Education
Ashworth College
Associates Degree, Construction Management
Rutgers University
Engineering
Fidelity Investments December 2013 - Present
KS Engineering/Metropolitan Transit Authority Capital Construction January 2010 - December 2013
J. Fletcher Creamer & Son February 2001 - June 2009
Antinori Bros., Inc. 1976 - 2000
Skills
Facilities Management, Construction Management, Budgeting, Microsoft Office, Customer Relations, Customer Service
Education
Ashworth College
Associates Degree, Construction Management
Rutgers University
Engineering
Andrew Kwan's Fidelity Investments Experience October 2003 - May 2010
Job Client Service Professional
Industry Information Technology and Services
Experience
UL EduNeering May 2013 - Present
OptumHealth May 2010 - August 2012
Fidelity Investments October 2003 - May 2010
Merrill Lynch June 1999 - October 2003
Skills
Analysis, Business Analysis, Requirements Analysis, Business Requirements, Financial Services, Process Improvement, Microsoft Excel, Microsoft Word, Project Management, Vendor Management, Manage Client..., Technical Liaison, User Documentation, Liaison, Business Process..., Risk Management, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (B.S.), Business/Managerial Economics
UL EduNeering May 2013 - Present
OptumHealth May 2010 - August 2012
Fidelity Investments October 2003 - May 2010
Merrill Lynch June 1999 - October 2003
Skills
Analysis, Business Analysis, Requirements Analysis, Business Requirements, Financial Services, Process Improvement, Microsoft Excel, Microsoft Word, Project Management, Vendor Management, Manage Client..., Technical Liaison, User Documentation, Liaison, Business Process..., Risk Management, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (B.S.), Business/Managerial Economics
Shirley Beckwith's Fidelity Investments Experience September 2010 - December 2012
Job Seeking An Excellent Opportunity
Industry Education Management
Experience
Keene State College November 2014 - July 2015
MorphoTrust ™ USA September 2013 - March 2014
MorphoTrust USA September 2013 - March 2014
The Crosby Company of New Hampshire June 2013 - September 2013
Fidelity Investments September 2010 - December 2012
Excellent Coffee Company February 2009 - July 2010
Fidelity Investments March 2008 - November 2008
Skills
Administrative..., Public Relations, Marketing, Marketing Strategy, Public Speaking, Newspaper, Management, Retail, Microsoft Office, Recruiting, Event Planning, Microsoft Excel, Strategic Planning, Process Scheduler, Project Planning, Journalism, Team Building, Calendaring, Project Management, Copywriting, Customer Service, Graphic Design, CRM, Brochures, PowerPoint, Executive..., Travel Arrangements, Expense Reports, Executive Support, Administrative...
Education
Roger Williams University 1977 — 1981
BA's, History and Creative Writing
Keene State College November 2014 - July 2015
MorphoTrust ™ USA September 2013 - March 2014
MorphoTrust USA September 2013 - March 2014
The Crosby Company of New Hampshire June 2013 - September 2013
Fidelity Investments September 2010 - December 2012
Excellent Coffee Company February 2009 - July 2010
Fidelity Investments March 2008 - November 2008
Skills
Administrative..., Public Relations, Marketing, Marketing Strategy, Public Speaking, Newspaper, Management, Retail, Microsoft Office, Recruiting, Event Planning, Microsoft Excel, Strategic Planning, Process Scheduler, Project Planning, Journalism, Team Building, Calendaring, Project Management, Copywriting, Customer Service, Graphic Design, CRM, Brochures, PowerPoint, Executive..., Travel Arrangements, Expense Reports, Executive Support, Administrative...
Education
Roger Williams University 1977 — 1981
BA's, History and Creative Writing
Roktim Kaushik's Fidelity Investments Experience January 2007 - December 2008
Job Associate at Gibbons P.C.
Industry Law Practice
Experience
Gibbons P.C. April 2015 - Present
McCarter & English, LLP September 2012 - April 2015
New Jersey Superior Court, Appellate Division August 2011 - August 2012
The Honorable Claire Cecchi June 2009 - August 2009
Fidelity Investments January 2007 - December 2008
ACS March 2004 - December 2006
Navisys October 2000 - March 2001
Prudential Financial January 2000 - September 2000
The Segal Company February 1998 - November 1999
Aon Hewitt July 1996 - January 1998
Education
Rutgers University School of Law - Newark 2009 — 2011
J.D., Law
Rutgers University 2008 — 2011
B.S, Biochemistry
Rutgers University School of Law - Newark 2008 — 2011
J.D, Law
Rutgers University-New Brunswick 1991 — 1996
BS, Biochemistry
Gibbons P.C. April 2015 - Present
McCarter & English, LLP September 2012 - April 2015
New Jersey Superior Court, Appellate Division August 2011 - August 2012
The Honorable Claire Cecchi June 2009 - August 2009
Fidelity Investments January 2007 - December 2008
ACS March 2004 - December 2006
Navisys October 2000 - March 2001
Prudential Financial January 2000 - September 2000
The Segal Company February 1998 - November 1999
Aon Hewitt July 1996 - January 1998
Education
Rutgers University School of Law - Newark 2009 — 2011
J.D., Law
Rutgers University 2008 — 2011
B.S, Biochemistry
Rutgers University School of Law - Newark 2008 — 2011
J.D, Law
Rutgers University-New Brunswick 1991 — 1996
BS, Biochemistry
Jeff Cahill's Fidelity Investments Experience September 1997 - January 2011
Job AVP, Technical Consulting Services
Industry Financial Services
Experience
MetLife October 2011 - Present
Fidelity Investments September 1997 - January 2011
Fidelity Investments July 1994 - August 1997
Kwasha Lipton July 1982 - July 1994
Skills
Strategy, Actuarial Science, Financial Services, Contract Negotiation, Relationship Management, 401k, Analysis, Portfolio Management, Employee Benefits, Defined Benefit, Asset Management, Asset Allocation, Investments, Risk Management, ERISA, Pension Administration, Investment Advisory, Defined Contribution, Investment Management, Mutual Funds, Pensions, Retirement, Retirement Planning, Series 63, Retirement Plan..., Investment Strategies, Fixed Annuities, Series 6, Securities, Wealth Management, Series 7, Qualified Retirement..., Alternative Investments, 403 b, CRM, Profit Sharing, Executive Pay, FINRA, Life Insurance
Education
Rutgers University-New Brunswick
BA, Economics, Computer Science
MetLife October 2011 - Present
Fidelity Investments September 1997 - January 2011
Fidelity Investments July 1994 - August 1997
Kwasha Lipton July 1982 - July 1994
Skills
Strategy, Actuarial Science, Financial Services, Contract Negotiation, Relationship Management, 401k, Analysis, Portfolio Management, Employee Benefits, Defined Benefit, Asset Management, Asset Allocation, Investments, Risk Management, ERISA, Pension Administration, Investment Advisory, Defined Contribution, Investment Management, Mutual Funds, Pensions, Retirement, Retirement Planning, Series 63, Retirement Plan..., Investment Strategies, Fixed Annuities, Series 6, Securities, Wealth Management, Series 7, Qualified Retirement..., Alternative Investments, 403 b, CRM, Profit Sharing, Executive Pay, FINRA, Life Insurance
Education
Rutgers University-New Brunswick
BA, Economics, Computer Science
Joe Muenzen's Fidelity Investments Experience October 1989 - May 2007
Job
Industry Information Technology and Services
Experience
Citizens Bank October 2011 - September 2012
Blue Cross & Blue Shield of Rhode Island January 2010 - December 2010
Fidelity Investments October 1989 - May 2007
Skills
Business Analysis, Relational Databases, Visio, Business Requirements, SDLC
Education
Rutgers University-New Brunswick 1973 — 1975
BA Liberal Arts, English Literature
Citizens Bank October 2011 - September 2012
Blue Cross & Blue Shield of Rhode Island January 2010 - December 2010
Fidelity Investments October 1989 - May 2007
Skills
Business Analysis, Relational Databases, Visio, Business Requirements, SDLC
Education
Rutgers University-New Brunswick 1973 — 1975
BA Liberal Arts, English Literature
Elisabeth O'Mara Walsh's Fidelity Investments Experience August 2004 - October 2005
Job Associate Broker at Douglas Elliman
Industry Real Estate
Experience
Douglas Elliman Real Estate October 2010 - Present
Otis & Ahearn Real Estate October 2005 - September 2010
Fidelity Investments August 2004 - October 2005
Skills
Selling, Sellers, Relocation, Real Estate, Microsoft Word, Real Estate Economics, Investment Properties, Buyers, First Time Home Buyers, Negotiation, Market Analysis, Comparative Market..., Rentals, Condos, Co-ops, Single Family Homes, Buyer Representation, Real Estate Transactions, Luxury, Referrals, Sales, Listings
Education
Rollins College 2000 — 2004
B.A., Sociology
Douglas Elliman Real Estate October 2010 - Present
Otis & Ahearn Real Estate October 2005 - September 2010
Fidelity Investments August 2004 - October 2005
Skills
Selling, Sellers, Relocation, Real Estate, Microsoft Word, Real Estate Economics, Investment Properties, Buyers, First Time Home Buyers, Negotiation, Market Analysis, Comparative Market..., Rentals, Condos, Co-ops, Single Family Homes, Buyer Representation, Real Estate Transactions, Luxury, Referrals, Sales, Listings
Education
Rollins College 2000 — 2004
B.A., Sociology
Ashley Stranahan's Fidelity Investments Experience 2010 - Present
Job Data Entry at Fidelity Investment Services
Industry Banking
Experience
Fidelity Investments 2010 - Present
Bank of America 2007 - 2010
Columbia Bank 2004 - 2007
Creative Marketing Strategies 2003 - 2004
TD Bank Group 2002 - 2002
Education
Rowan College at Gloucester County 2004 — 2006
N/A, Undecided
Fidelity Investments 2010 - Present
Bank of America 2007 - 2010
Columbia Bank 2004 - 2007
Creative Marketing Strategies 2003 - 2004
TD Bank Group 2002 - 2002
Education
Rowan College at Gloucester County 2004 — 2006
N/A, Undecided
Carlee Catena's Fidelity Investments Experience July 2007 - November 2007
Job Executive Assistant and Special Projects Coordinator at Rising Tide Capital
Industry Nonprofit Organization Management
Experience
Rising Tide Capital June 2013 - Present
Rutgers University January 2009 - May 2013
Fidelity Investments July 2007 - November 2007
Single Homeless Project January 2007 - June 2007
The American Journal of Ancient History March 2004 - December 2006
Rutgers University June 2002 - December 2006
Skills
Editing, Training, Research, Community Outreach, Program Development, Nonprofits, Event Planning, Grant Writing, Non-profits, Customer Service, Volunteer Management, Microsoft Office, Executive Calendar..., Teleconferencing, Fundraising, Outlook Express, Data Analysis, Social Media, Web Conferences, Travel Arrangements, Data Entry, Program Evaluation, Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2006
B.A., Anthropology, Classics, Historic Preservation
University of St. Andrews 2005 — 2005
Ancient History and Classics
Rising Tide Capital June 2013 - Present
Rutgers University January 2009 - May 2013
Fidelity Investments July 2007 - November 2007
Single Homeless Project January 2007 - June 2007
The American Journal of Ancient History March 2004 - December 2006
Rutgers University June 2002 - December 2006
Skills
Editing, Training, Research, Community Outreach, Program Development, Nonprofits, Event Planning, Grant Writing, Non-profits, Customer Service, Volunteer Management, Microsoft Office, Executive Calendar..., Teleconferencing, Fundraising, Outlook Express, Data Analysis, Social Media, Web Conferences, Travel Arrangements, Data Entry, Program Evaluation, Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2006
B.A., Anthropology, Classics, Historic Preservation
University of St. Andrews 2005 — 2005
Ancient History and Classics
Steve Drago's Fidelity Investments Experience July 1999 - December 2002
Job Vice President International Fund Services
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company August 2015 - Present
HedgeServ November 2013 - June 2015
Citco Fund Services (USA) Inc June 2013 - November 2013
Glenview Capital Management April 2008 - December 2012
International Fund Services (Ireland) Ltd, A State Street Company December 2002 - April 2008
Fidelity Investments July 1999 - December 2002
Skills
Hedge Funds, Fund Administration, Investor Relations, Alternative Investments, Equities, Private Equity, Fixed Income, Asset Management, Financial Services, Investments
Education
Roger Williams University 1994 — 1998
BA, Corp Communications
International Fund Services (NA) LLC, A State Street Company August 2015 - Present
HedgeServ November 2013 - June 2015
Citco Fund Services (USA) Inc June 2013 - November 2013
Glenview Capital Management April 2008 - December 2012
International Fund Services (Ireland) Ltd, A State Street Company December 2002 - April 2008
Fidelity Investments July 1999 - December 2002
Skills
Hedge Funds, Fund Administration, Investor Relations, Alternative Investments, Equities, Private Equity, Fixed Income, Asset Management, Financial Services, Investments
Education
Roger Williams University 1994 — 1998
BA, Corp Communications
Richard C Maclaren's Fidelity Investments Experience 2000 - 2001
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
State Street Business AnalystFidelity InvestmentsSeptember 2014 - Present
Fidelity Investments 2000 - 2001
Education
Roger Williams University 1976 — 1979
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Chowan College 1975 — 1976
Lejeune High School, Camp Lejeune NC 1973 — 1975
Diploma
State Street Business AnalystFidelity InvestmentsSeptember 2014 - Present
Fidelity Investments 2000 - 2001
Education
Roger Williams University 1976 — 1979
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Chowan College 1975 — 1976
Lejeune High School, Camp Lejeune NC 1973 — 1975
Diploma
Trevor Bethel's Fidelity Investments Experience June 2012 - November 2013
Job Experienced Risk/Due Diligence Associate
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
Fidelity Investments June 2012 - November 2013
Citizens Financial Group May 2011 - June 2012
Citizens Financial Group August 2010 - May 2011
Citizens Financial Group January 2010 - August 2010
Skills
OFAC, AML, Risk Management, Banking, KYC, Hedge Funds, Equities, Risk Assessment, Securities, Due Diligence, Capital Markets, USA PATRIOT Act, Investment Banking, Financial Risk, Operational Risk..., Operational Risk, Fraud, Financial Services, Mutual Funds, Credit Risk, Loans, Fixed Income, Credit, Mortgage Lending, Bank Secrecy Act, Consumer Lending, Portfolio Management, Enterprise Risk..., Asset Management, Retail Banking, Derivatives, Corporate Governance, Bloomberg, Financial Analysis, Investments, Valuation, Anti Money Laundering, Underwriting, Investigation, FX Options, FINRA, Finance, Credit Analysis, Series 63
Education
Roger Williams University 2005 — 2007
Bachelor degree, Law Enforcement
JPMorgan Chase February 2014 - Present
Fidelity Investments June 2012 - November 2013
Citizens Financial Group May 2011 - June 2012
Citizens Financial Group August 2010 - May 2011
Citizens Financial Group January 2010 - August 2010
Skills
OFAC, AML, Risk Management, Banking, KYC, Hedge Funds, Equities, Risk Assessment, Securities, Due Diligence, Capital Markets, USA PATRIOT Act, Investment Banking, Financial Risk, Operational Risk..., Operational Risk, Fraud, Financial Services, Mutual Funds, Credit Risk, Loans, Fixed Income, Credit, Mortgage Lending, Bank Secrecy Act, Consumer Lending, Portfolio Management, Enterprise Risk..., Asset Management, Retail Banking, Derivatives, Corporate Governance, Bloomberg, Financial Analysis, Investments, Valuation, Anti Money Laundering, Underwriting, Investigation, FX Options, FINRA, Finance, Credit Analysis, Series 63
Education
Roger Williams University 2005 — 2007
Bachelor degree, Law Enforcement
Al Andreu's Fidelity Investments Experience May 2009 - Present
Job Information Technology Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2009 - Present
Merrill Lynch June 1981 - May 2009
Education
Rutgers, The State University of New Jersey-New Brunswick 1978 — 1981
BA, Economics
Fidelity Investments May 2009 - Present
Merrill Lynch June 1981 - May 2009
Education
Rutgers, The State University of New Jersey-New Brunswick 1978 — 1981
BA, Economics
Manan Amin's Fidelity Investments Experience March 2014 - Present
Job IWS Client Experience at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments February 2011 - March 2014
Skills
Financial Modeling, Equities, Bloomberg, Corporate Finance, Financial Analysis, Entrepreneurship, Sarbanes-Oxley Act, Business Analysis, Fixed Income
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2005 — 2011
Bachelor, Finance / Management Information Systems
Fidelity Investments March 2014 - Present
Fidelity Investments February 2011 - March 2014
Skills
Financial Modeling, Equities, Bloomberg, Corporate Finance, Financial Analysis, Entrepreneurship, Sarbanes-Oxley Act, Business Analysis, Fixed Income
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2005 — 2011
Bachelor, Finance / Management Information Systems
Valerie Romeo's Fidelity Investments Experience January 1998 - October 1998
Job
Industry Investment Management
Experience
OppenheimerFunds October 1998 - July 2005
Fidelity Investments January 1998 - October 1998
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
Bachelor of Arts (B.A.), Psychology
OppenheimerFunds October 1998 - July 2005
Fidelity Investments January 1998 - October 1998
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
Bachelor of Arts (B.A.), Psychology
Rose Maitland's Fidelity Investments Experience January 2007 - August 2013
Job Benefits Service Manager at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt April 2014 - Present
Fidelity Investments January 2007 - August 2013
Aon Hewitt June 2005 - December 2006
Towers Watson July 1999 - October 2003
Skills
Employee Benefits, Pensions, Defined Benefit, Qualified Retirement..., Requirements Analysis, Requirements Gathering, Testing, Regression Testing, Regression Analysis, Access, Microsoft Excel, Pension Funds, Actuarial Science
Education
Rutgers University-New Brunswick
Bachelor's degree, Mathematics
Aon Hewitt April 2014 - Present
Fidelity Investments January 2007 - August 2013
Aon Hewitt June 2005 - December 2006
Towers Watson July 1999 - October 2003
Skills
Employee Benefits, Pensions, Defined Benefit, Qualified Retirement..., Requirements Analysis, Requirements Gathering, Testing, Regression Testing, Regression Analysis, Access, Microsoft Excel, Pension Funds, Actuarial Science
Education
Rutgers University-New Brunswick
Bachelor's degree, Mathematics
Geraldine Allard's Fidelity Investments Experience October 2002 - Present
Job Sr. Treasury Analyst at Fidelity investments national financial services
Industry Financial Services
Experience
Fidelity Investments October 2002 - Present
Fidelity investments- national financial services December 1997 - September 2002
Skills
Financial Planning
Education
Rutgers Business School 1992 — 1996
Bachelor's Degree, Corporate finance
Fidelity Investments October 2002 - Present
Fidelity investments- national financial services December 1997 - September 2002
Skills
Financial Planning
Education
Rutgers Business School 1992 — 1996
Bachelor's Degree, Corporate finance
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank