Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Comcast May 2015 - Present
Pegasystems June 2014 - April 2015
Pegasystems April 2010 - June 2014
Fidelity Investments October 2004 - March 2010
Fidelity Investments January 2002 - October 2004
Fidelity Investments October 2000 - December 2001
Fidelity Investments June 1999 - September 2000
Putnam Investments August 1998 - June 1999
Fidelity Investments July 1996 - May 1998
Skills
Analytics, Metrics, Analysis, Strategic Planning, Process Improvement, Cross-functional Team..., Business Analysis, Management, Access, Project Management, Training, Operations Management, Sales Operations, Budgets, Leadership, Databases, Business Intelligence, Team Building, Business Strategy, Data Analysis, Forecasting, Strategy, Business Process..., CRM
Education
Southern New Hampshire University 2010 — 2017
Master's Degree, MBA in Business Intelligence
Saint Anselm College 1991 — 1994
BA, History
Fidelity Investments November 2014 - Present
Fidelity Investments July 2013 - November 2014
Volunteer NH July 2011 - July 2013
The Stone Pony April 2009 - July 2011
NH Task Force on Women and Recovery February 2008 - June 2008
Old Navy May 2006 - January 2008
Skills
Data Entry, Community Outreach, Nonprofits, Fundraising, Grant Writing, Public Relations, Research
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts, Criminal Justice
FEMA Emergency Management Institute
National Incident Management System
Fidelity Investments December 2007 - Present
York Police Department May 2007 - October 2008
Manchester Probation and Parole Office January 2007 - May 2007
Skills
Fraud, Internal Investigations, Physical Security, Surveillance Detection, Emergency Management, Computer Proficiency, Data Analysis, Proactive Monitoring, Microsoft Office, Finance, Spanish, Enforcement, Research, PowerPoint, Investigation, Private Investigations, Criminal Justice, Customer Service, Outlook, Risk Management, Risk Assessment, Criminal Law, Law Enforcement
Education
Utica College 2009 — 2012
M.B.A, Fraud Management, 3.9 GPA
Saint Anselm College 2003 — 2007
Bachelor of Arts degree, Criminal Justice; Certificate in Spanish
Fidelity Investments May 2014 - Present
Fidelity Investments December 2013 - April 2014
Fidelity Investments January 2012 - November 2013
Fidelity Investments September 2010 - January 2012
Interstate Arms June 2010 - September 2010
Float Left Labs October 2009 - June 2010
Skills
Mutual Funds, Series 7, Series 63, Investments, Securities, Wealth Management, Retirement Planning, Financial Services, Retirement, Portfolio Management, Asset Allocation, Strategic Financial..., Equities, Asset Management, Investment Advisory, 401k, Financial Analysis, Investment Strategies, Fixed Income, Alternative Investments
Education
Saint Anselm College 2005 — 2008
Bachelor of Arts (B.A.), International Business
Empower Retirement January 2015 - Present
Putnam Investments September 2014 - January 2015
SalesQuest September 2006 - September 2014
Fidelity Investments March 2001 - May 2006
John Hancock Life Insurance Company (U.S.A.) January 2000 - March 2001
John Hancock Life Insurance Company (U.S.A.) October 1998 - January 2000
Putnam Investments January 1997 - October 1998
Putnam Investments September 1996 - January 1997
Skills
Essbase, Microsoft Excel, Financial Modeling, Team Building, Business Analysis, Forecasting
Education
Saint Anselm College
Bachelor of Arts (B.A.), Finance, General
Fidelity Investments June 2014 - Present
Charles River Laboratories 2012 - 2013
Skills
Research, Microsoft Office, Public Speaking, Critical Thinking, Teamwork, C++, Java, Objective-C, iOS, Mac OS, Windows, Data Structures, JavaScript, HTML, CSS
Education
Saint Anselm College 2011 — 2015
Bachelor's degree, Computer Science
Wilmington High School 2007 — 2011
Fidelity Investments Distribute Fidelity products and services to RIA/Bank Trust organizations.$
Skills
CIMA, Series 6, Series 7, Series 63
Education
Saint Anselm College
Fidelity Investments May 2014 - Present
Fidelity Investments October 2012 - May 2014
U.S. Immigration and Customs Enforcement (ICE) January 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Surveillance, Outlook, Teamwork, Investigation, Security Clearance, Security, Criminal Justice, Corporate Security, Cpr Certified, Security Operations
Education
Saint Anselm College 2008 — 2012
Bachelor of Arts (BA), Criminal Justice
Burlington High School 2004 — 2008
High School Diploma
Fidelity Investments June 2015 - Present
Boston Orthopedic Suites June 2013 - January 2014
WPLM Radio Station September 2010 - August 2013
Street Musician June 2010 - August 2012
UMASS Medical Summer Enrichment Program May 2012 - June 2012
Jordan Hospital July 2010 - August 2010
Skills
Infrared Spectroscopy, GC-MS, Slide Preparation, Thin Layer, Gas, and..., Nuclear Magnetic..., UV/Vis Spectrometry, Titrations, Purification Techniques, Personal Stock..., Series 63, Series 7
Education
Saint Anselm College 2010 — 2014
Bachelor's degree, Biology, General
Archbishop Williams High School 2006 — 2010
High School Diploma
Fidelity Investments March 2015 - Present
Fidelity Investments September 2014 - March 2015
Georgetown Bank May 2012 - August 2014
Saint Anselm College March 2012 - May 2014
Bill Mueskes Painting Inc. May 2011 - August 2011
U.S. Department of the Interior, Parker River National Wildlife Refuge June 2010 - August 2010
Georgetown Country Club Restaurant (MA) March 2009 - October 2009
Education
Saint Anselm College 2010 — 2014
Bachelor of Arts (B.A.), Business/Commerce, General
University College Cork 2012 — 2012
Study Abroad, Business/Commerce, General
Signator Investors, Inc. July 2013 - Present
Lincoln Financial Network September 2007 - Present
Oce Corporate Printing Division October 2006 - September 2007
Bank of America December 2004 - July 2006
Putnam Investments April 2000 - January 2004
Fidelity Investments August 1998 - September 1999
Skills
Relationship Management, Practice Management, Product Research, General Sales Support, Business Networking, Consultative Sales..., Boston Sports Knowledge, Market Research, Sports, Strategic Partnerships, Sales, Alternative Investments, Marketing, Business Development, Wealth Management, Training, Finance, Management, Leadership, Financial Services, Series 7, Series 63, Investments
Education
Saint Anselm College 1991 — 1995
BA, Criminal Justice
Saint John's Prep, Danvers, MA 1987 — 1991
Fidelity Investments June 2013 - Present
Skills
Marketing Communications, Writing, Newsletters, Internal Communications, Corporate Communications, Editing, Relationship Management, Marketing, Marketing Strategy, Proofreading, Executive...
Education
Saint Anselm College 1997 — 2001
BA, English
Sirtex Medical Limited July 2012 - Present
GL Advisor March 2011 - May 2012
Lincoln Financial Group January 2005 - March 2011
Fidelity Investments July 2000 - January 2005
Skills
Wealth Management, Data Analysis, Customer Service, Sales, Business Analysis, Risk Management, Marketing Communications, Salesforce.com, Microsoft Office, Team Leadership, Change Management, Leadership, Analysis, Strategic Planning, Management, Insurance, Coaching, Marketing, Relationship Management, Budget Process, Customer Experience, Customer Retention, Operations Management, CRM, Financial Services, Vendor Management, Customer Satisfaction, Budgets, Call Centers, Teamwork, Process Improvement, Banking
Education
Southern NH University 2005 — 2011
Master of Business Administration (MBA), Global MBA
Saint Anselm College 1996 — 2000
Bachelor's degree, Biology, General
Fidelity Investments August 2014 - Present
Dana-Farber Cancer Institute January 2012 - Present
Fidelity Security Services November 2011 - January 2012
Fidelity Security Services September 2010 - November 2011
Manchester NH Police Department January 2010 - May 2010
Skills
Security, Physical Security, Global Security, Emergency Management, Incident Investigation, Criminal Investigations, Workplace Investigation, Surveillance, CCTV, Protection, Security Operations
Education
Saint Anselm College 2006 — 2010
Bachelor's degree, Criminal Justice and Corrections
Manchester Central High School 2002 — 2006
Liberty Mutual Insurance April 2012 - Present
Fidelity Investments January 2009 - May 2012
Fidelity Investments January 2008 - December 2008
Fidelity Investments September 2005 - December 2007
Skills
SharePoint, Data Analysis, Process Improvement, Security, Risk Management, Business Analysis, Business Intelligence, Program Management, Analysis, Private Investigations, Risk Analytics, Background Checks, Information Security, Security Awareness, Fraud, Microsoft Excel, Access, Risk Assessment, Business Continuity, Problem Solving, Microsoft Office, Data Mining, Requirements Analysis, Requirements Gathering, Security Metrics, Visio, Excel, Security Incident..., Investigation, MS Office Suite, Database Analysis, Compliance, Investigations, SharePoint Designer, SharePoint...
Education
Saint Anselm College 2001 — 2005
Bachelor of Arts, Criminal Justice
Fidelity Investments February 2012 - Present
Bank of America Merrill Lynch September 2009 - March 2012
Bank of America May 2008 - September 2009
Bank Of America January 2008 - June 2008
Bank of America April 2006 - January 2008
Skills
Fixed Income, Financial Analysis, Portfolio Management, Derivatives, Trading, Mutual Funds, Bloomberg, Equities, Asset Management, Investments, Analysis, Finance, Investment Management
Education
Saint Anselm College
BA Sociology, Certificates of Study : Spanish, Communications
Fidelity Investments January 2012 - Present
Staples Inc. August 2008 - January 2012
Sun Life Financial January 2005 - August 2008
Fidelity Investments April 1994 - January 2005
State Street Bank March 1993 - March 1994
Fidelity Brokerage Systems Company August 1986 - March 1993
Electornic Data Systems January 1982 - August 1986
Education
Saint Anselm College 1977 — 1978
ba, psychology
Fidelity Investments March 2013 - Present
State Street Bank February 2011 - March 2013
Skills
Mutual Funds, Account Reconciliation, Bloomberg, Financial Reporting, Financial Analysis, Marketing
Education
Saint Anselm College 2005 — 2009
Bachelor of Arts, Business
Fidelity Investments July 2013 - Present
Varsity Tennis January 2012 - April 2013
Montagne Communications January 2012 - April 2012
Extra Innings Franchise Company May 2011 - January 2012
Varisty Baseball September 2009 - May 2011
Myopia Hunt Club May 2009 - August 2009
Skills
Web Design, Web, Microsoft Office, Marketing, Leadership, Press Releases, Blogging, Public Speaking, Time Management, Management, Spanish, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Facebook, Social Networking, Event Planning, Customer Service, Social Media Marketing, Critical Thinking, Public Relations, Research
Education
Saint Anselm College 2009 — 2013
Bachelor of Arts, Business
Saint Anselm College 2009 — 2013
Bachelor's degree, Business/Commerce, General, Senior
Cambridge Associates June 2014 - Present
Merrill Lynch 2013 - 2014
Saint Anselm College September 2009 - May 2013
Merrill Lynch September 2012 - December 2012
Fidelity Investments June 2012 - August 2012
New England Securities June 2011 - August 2011
Skills
Financial Analysis, PowerPoint, Research, Public Speaking, Microsoft Excel, Microsoft Word, Microsoft Office, SPSS, Access, Statistics, Social Media, Customer Service, Critical Thinking, Leadership, Data Analysis
Education
Saint Anselm College 2009 — 2013
Bachelor of Arts (B.A.), Financial Economics, 2013
Investment Banking Institute 2012 — 2012
University College London, U. of London 2012 — 2012
Management Science
Liberty Mutual Insurance March 2009 - Present
Liberty Mutual Insurance March 2009 - February 2012
Wellington Management April 2005 - December 2008
Fidelity Investments November 1999 - April 2005
Greene & Hoffman March 1998 - November 1999
Skills
Pricing, Analysis, Financial Reporting, Underwriting, Bloomberg, College Recruiting, Training and Development, Insurance, Property & Casualty..., Program Management, Coaching, Leadership, Mentoring, Strategy, Management, Process Improvement, Cross-functional Team...
Education
Suffolk University - Sawyer Business School 1998 — 1999
Masters, Entrepreneurial Studies
Saint Anselm College 1991 — 1995
BA, Liberal Arts/Fine Arts
West Hartford 1987 — 1991
High School
Fidelity Investments October 2010 - Present
J.P. Morgan September 2008 - May 2010
State Street Bank July 2007 - September 2008
Education
Saint Anselm College 2003 — 2007
Bachelor of Arts, Business
Fidelity Investments January 2014 - Present
Fidelity Investments June 2011 - Present
Fidelity Investments June 2010 - June 2011
Scottrade February 2001 - November 2009
Anthem January 2000 - January 2001
Waterhouse June 1999 - July 2000
Forum Financial February 1999 - June 1999
Fidelity Investments February 1998 - February 1999
Fishman Realty January 1996 - January 1998
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Wealth Management, Asset Allocation, Financial Services, Strategic Financial..., Asset Management, Investment Advisory, FINRA, Health Insurance, Investment Strategies, Risk Management, Financial Analysis, Fixed Annuities, Credit
Education
Saint Anselm College 1993 — 1997
Real Estate Associates, Inc. October 2012 - Present
ZING PRODUCTS, INC January 2009 - Present
Gerry Abbott Realtors, Inc. November 2002 - November 2008
Fidelity Investments 2000 - January 2002
Putnam Investments January 1997 - January 2001
Skills
Real Estate, Real Estate Transactions, Market Analysis, Contract Negotiation, Home Staging, Accredited Buyer Rep, Selling, Condos, Sellers, Property, Investment Properties, Marketing, Vacation Homes, Buyer Representation, Buyers, Sales
Education
AMERICAN ACADEMY OF REALTORS 2002 — 2002
Licensed in the Commonwealth of Massachusetts, Residential Real Estate
Saint Anselm College 1987 — 1991
Bachelor of Arts (BA), Business Administration, Management and Operations
Fidelity November 2014 - Present
Fidelity Investments 2012 - November 2014
Institution for Savings May 2009 - August 2012
Education
Saint Anselm College 2008 — 2012
Bachelors of Arts, Business/Commerce, General
Newburyport High School 2004 — 2008
High School Diploma
Atlanta Retirement Partners May 2015 - Present
Principal Financial Group September 2004 - April 2015
ADP 2000 - 2004
MassMutual 1996 - 2000
Fidelity Investments 1994 - 1995
DALBAR, Inc. 1992 - 1994
Skills
Retirement Planning, 401k, Defined Benefit, ERISA, Financial Services, Mutual Funds, Pensions, Qualified Retirement..., 457 Plans, 403 b, ESOP, Non-Qualified Deferred..., Land Conservation, Environmental Awareness, Alternative Investments, Salesforce.com, Sales Operations, Investments, Securities, Financial Advisory, Insurance, Series 7
Education
Syracuse University - Maxwell School 1984 — 1985
MA, International Relations
Saint Anselm College 1980 — 1984
BA, English
EMD Serono, Inc. / EMD Millipore Corporation (Merck KGaA) May 2010 - Present
State Street Bank December 2007 - April 2010
Fidelity Investments December 2005 - December 2007
Genzyme July 2003 - November 2005
Skills
Strategic Sourcing, Vendor Management, Procurement, Customer Relations, Professional Services, Contract Negotiation, HR Consulting, Consulting, Strategy, Management, Cross-functional Team..., Customer Service, Program Management, Recruiting, Sales, Sourcing, Process Improvement
Education
Suffolk University 1996 — 1998
Master of Science, Political Science
Saint Anselm College 1992 — 1996
Bachelor of Arts, Political Science
Fidelity Investments July 2014 - Present
Fidelity Investments May 2012 - May 2014
HAWKNET August 2012 - January 2013
Saint Anselm College January 2012 - May 2012
DEKA Research & Development May 2011 - August 2011
Seasonal Specialty Stores April 2009 - August 2011
Skills
Software Engineering, Java, Eclipse, C#, C++, Visual Studio, HTML, CSS, jQuery, JavaScript, Git, Bootstrap, Spring MVC, JUnit, Testing, Selenium Testing, Firebug, Teamwork, Time Management, Leadership, SQL, Access, Microsoft Office, Analysis, Rational Team Concert, Microsoft Visual Studio..., NetBeans, PHP, Unix, XPath, Quality Center, Cucumber, Linux, HTML5, Oracle SQL, JSON, Oracle SQL Developer, ASP.NET, Jenkins, MSBuild, JIRA
Education
Saint Anselm College 2010 — 2014
Bachelor of Arts (B.A.), Computer Science & Business
Fidelity Investments December 2013 - Present
Fidelity Investments December 2013 - Present
Fidelity Investments July 2012 - December 2013
Fidelity Investments January 2010 - June 2012
Fidelity Investments July 2009 - December 2009
Skills
QlikView Development, QlikView, Data Analysis, MySQL, DB2, Bash, Unix Shell Scripting, RPM, Shell Scripting, SQL, Data Warehousing, Perl Script, Automation, Chef, Recipes, SQL DB2, Linux, Unix, Agile Methodologies, Agile & Waterfall...
Education
Saint Anselm College 2005 — 2009
Bachelor's degree, Computer Science
Fidelity Investments June 2015 - Present
Fidelity Investments January 2015 - June 2015
United States Congress- NH District 2 June 2013 - August 2013
United States Senate- Office of Senator John F. Kerry June 2012 - August 2012
Skills
Research, Public Speaking, Microsoft Office, PowerPoint, Legislative Relations, Public Policy, Microsoft Excel, Microsoft Word, Social Media, Community Outreach, Policy Analysis, International Relations, Political Science, Legislation, Fundraising, Russian, Event Planning, Political Campaigns
Education
Saint Anselm College 2010 — 2014
Bachelor of Arts (BA), Political Science and Government
St. Petersburg Polytechnic University, St Petersburg Russia 2012 — 2012
Bachelor of Arts (BA), Political Science and Government
Wakefield Memorial High School 2006 — 2010
Fidelity Investments January 2014 - Present
EC Boston June 2013 - September 2013
Saint Anselm College 2010 - May 2013
Saint Anselm College Student Government Association March 2012 - March 2013
Canyon Ranch May 2011 - August 2012
Greylock FCU May 2011 - August 2011
Education
Saint Anselm College 2009 — 2013
Bachelor of Arts (B.A.), Politics Major with Spanish Minor
Universidad de Granada 2011 — 2011
Spanish Civilization and Culture Program
Fidelity Investments December 2014 - Present
CA Technologies October 2012 - Present
Clarity Consultants January 2012 - October 2012
Northeast Utilities May 2011 - December 2011
Dale Carnegie Training of Western Connecticut March 2011 - May 2011
Office of Institutional Research University of New Haven September 2010 - May 2011
Saint Anselm College- Office of Institutional Research January 2010 - May 2010
The May Institute 2007 - 2010
Skills
Needs Analysis
Education
Performance Programs 2014 — 2014
Certifcation, Hogan Leadership Assessments
University of New Haven 2010 — 2012
Master's of Arts, Industrial and Organizational Psychology
Saint Anselm College 2006 — 2010
B.A., Psychology
Institute of Industrial Engineers
Six Sigma Green Belt
Northeast Rehabilitation Health Network August 2010 - Present
SLS Fitness 2010 - Present
Fidelity Investments 2005 - 2008
Fidelity Investments 2002 - 2005
Skills
Healthcare Management, Cpr Certified, Hospitals, Data Analysis, Microsoft Excel, Customer Service, Public Speaking, Clinical Research, PowerPoint, Microsoft Word, Microsoft Office, Business Analysis, Leadership, Program Development, Access, Teaching, Community Outreach, Rehabilitation, Wellness, Injury Prevention, Fitness, Physical Therapy, Inpatient, Patient Safety
Education
University of Massachusetts Lowell 2007 — 2010
Doctorate, Physical Therapy
Saint Anselm College 1998 — 2002
BA, Biology
Ronz Ebike January 2009 - March 2014
Montserrat College of Art 2011 - 2012
Fidelity Investments January 1998 - November 2008
Maine Audubon, Maine Times, Maine Sunshine Guides 1984 - 1996
Skills
Budgets, Editing, Social Media Marketing, Advertising, Product Development, Customer Service, Program Management, Management, Social Media, Web Design, Blogging
Education
Saint Anselm College 1977 — 1981
Bachelor's Degree, Political Science
John Hancock Investments (Delaware) LLC January 2012 - Present
John Hancock Life Insurance Company April 2007 - July 2011
John Hancock Life Insurance Company (U.S.A.) February 2006 - February 2007
John Hancock Life Insurance Company (U.S.A.) January 2005 - January 2006
Fidelity Investments June 2004 - December 2004
Skills
Mutual Funds, Fixed Annuities, Investments, Portfolio Management, Financial Reporting, Financial Analysis, Credit, Securities, Budgets, Analysis, Forecasting, Accounting, Account Reconciliation, Loans, Fixed Income
Education
Harvard Extension School 2008 — 2012
Master of Liberal Arts, Management Graduate Program - Finance & Control Concentration
Saint Anselm College 2000 — 2004
Liberal Arts, Business
Central Catholic High School 1996 — 2000
Fidelity Investments September 2011 - Present
Fidelity Investments May 2010 - September 2011
The Anthony Galluzzo Corporation May 2008 - August 2008
Skills
Finance, Microsoft Excel, Microsoft Office, Leadership, Investments, Mutual Funds, Microsoft Word, PowerPoint, Oracle CRM, Customer Service, Financial Services, Problem Solving, Customer Relations, Stock Market, Options Strategies, Trading, Series 7, Series 63
Education
Saint Anselm College 2005 — 2009
Bachelor of Arts, Business, Business Administration, Major GPA: 3.83, Overall GPA: 3.45
John Cabot University 2008 — 2008
Study Abroad, Business/Italian Culture
Londonderry High School 2001 — 2005
Fidelity Investments November 2011 - Present
Granite State Softball Showcase League August 2010 - November 2011
Nashua Catholic June 2004 - July 2011
Souhegan Coop High School March 2011 - June 2011
Cbeyond February 2011 - March 2011
Polar Crush Softball November 2010 - March 2011
Firecracker Fury August 2010 - November 2010
Bishop Guertin High School April 2010 - June 2010
Saint Anselm College October 2008 - May 2010
Saint Anselm College January 2009 - December 2009
Skills
Access, PowerPoint, Sales, Servers
Education
Saint Anselm College 2006 — 2010
B.A., Criminal Justice
Bishop Guertin High School 2002 — 2006
HS Diploma
Fidelity Investments January 2015 - Present
Fidelity Investments April 2014 - December 2014
Fidelity Investments December 2009 - April 2014
Fidelity Investments March 2007 - December 2009
Fidelity Investments October 2006 - March 2007
Fidelity Investments November 2003 - September 2006
Fidelity Investments August 2002 - October 2003
Skills
Series 7, Series 63, Mutual Funds, Investments, Series 65, Retirement, Retirement Planning, Relationship Management, Asset Allocation, Equities, Financial Services, Wealth Management, Fixed Annuities, Insurance
Education
Saint Anselm College 1998 — 2002
Bachelor of Arts (B.A.), Business
Training Mentor, LLC May 2009 - Present
The University of Maryland Medical System October 2014 - September 2015
Bon Secours Health System September 2011 - October 2014
Elliot Hospital January 2011 - September 2011
Elliot Hospital September 2009 - December 2010
Fidelity Investments January 2009 - May 2009
Fidelity Investments May 2007 - December 2008
Hitachi Consulting October 2006 - May 2007
Accenture June 2005 - September 2006
Brown Brothers Harriman & Co. February 2001 - February 2005
Skills
Training, Organizational..., Performance Management, Software Documentation, Instructional Design, Leadership, Change Management, Visio, Program Management, Team Building, Performance Improvement, Process Improvement, Customer Service, Onboarding, EMR, Human Resources, CPOE, E-Learning, Time Management, Project Management, Leadership Development, Interviews, Employee Benefits, Employee Relations, Talent Management, Vendor Management, Instructor-led Training, Training Delivery, Staff Development, Management, Strategy, Coaching, Career Development, Organizational..., Facilities Management, Employee Training, Healthcare, Sourcing, Epic Systems, Strategic Planning, Analysis, Consulting, Workshop Facilitation, EHR, Project Planning, Employee Engagement, Needs Analysis, Cerner, Meditech
Education
Southern New Hampshire University 2014 — 2016
Master of Science (M.S.), Instructional Design and Technology
Saint Anselm College 1992 — 1995
BA, History/Secondary Education
Natixis Global Asset Management June 2001 - Present
Scudder Investments 1998 - 2001
Fidelity Investments 1994 - 1998
Skills
Mutual Funds, Asset Managment, Alternative Investments, Marketing Strategy, Analysis, Management, Due Diligence, Strategy, Portfolio Management, Asset Management, Investment Management, Financial Services, Equities, Mergers & Acquisitions, Investments, Investment Strategies, Investment Advisory
Education
University College Dublin 1992 — 1993
MA, Irish Literature and Drama
Saint Anselm College 1988 — 1992
BA, Liberal Studies in the Great Books
Trinity College, Dublin 1990 — 1991
Bottomline Technologies July 2014 - Present
Bottomline Technologies January 2012 - July 2014
Linedata Services, Inc. 2001 - 2005
Linedata Services, Inc. / Longview Trading 2001 - 2005
Actuate Corporation 1999 - 2001
Fidelity Investments 1994 - 1998
Skills
IT Service Management, Oracle, Crystal Reports, Fixed Income, Equities, Software Development, Software Project..., Project Management, Management, SaaS, Salesforce.com, Vendor Management, SDLC, SQL, Agile Methodologies, Process Improvement, Enterprise Software, Business Analysis, Leadership
Education
Saint Anselm College 1990 — 1994
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Northwest Catholic High School 1986 — 1990
High School Degree
Fidelity Investments May 2008 - Present
John Hancock September 2002 - April 2008
Education
Saint Anselm College 1997 — 2001
Fidelity Investments August 2011 - Present
Fidelity August 2006 - August 2011
Education
Saint Anselm College 1994 — 1998
Fidelity Investments Sr. Manager / DeveloperIntersolv1992 - 1997
Education
Saint Anselm College 1979 — 1983
America's Test Kitchen August 2015 - Present
Boston Red Sox 2007 - Present
J.P. Morgan September 2011 - August 2015
Fidelity Investments January 2004 - August 2011
Fidelity Investments September 2005 - May 2007
Skills
Securities, Mutual Funds, Asset Management, Event Planning, Fixed Income, Equities, Social Media, Public Speaking, Microsoft Office
Education
Saint Anselm College 1999 — 2003
Bachelor's degree
Merchants Fleet Management May 2014 - Present
Fidelity Investments June 2012 - May 2014
Veritude (Fidelity/Contract) October 2011 - June 2012
Choicelinx December 2010 - October 2011
Alexander Technology Group (Contract) August 2010 - October 2010
Fidelity Investments March 2009 - April 2010
Fidelity Investments August 2006 - February 2009
Fidelity Investments February 2004 - July 2006
Fidelity Investments September 2001 - February 2004
Skills
Requirements Analysis, Business Analysis, Business Requirements, SDLC, Process Improvement, Requirements Gathering, Vendor Management, Business Process..., Business Process, Visio, Agile Methodologies, Quality Assurance, System Testing, Project Management
Education
Saint Anselm College 1989 — 1994
Bachelor of Science (BS), Psychology
MFS Investment Management January 2013 - Present
MFS Investment Management March 2010 - December 2012
Merrimack County Savings Bank August 2009 - November 2009
Fidelity Investments June 2006 - February 2009
Ropes & Gray LLP March 2006 - June 2006
Private Trust Group October 2003 - March 2006
Ropes & Gray LLP November 1999 - October 2003
New London Trust October 1998 - November 1999
Education
Saint Anselm College 1990 — 1993
Bachelor of Arts, Financial Economics
Fidelity Investments May 2003 - Present
Scudder Investments January 1995 - May 2003
State Street September 1990 - December 1995
Education
Saint Anselm College 1986 — 1990
Fidelity Investments June 2001 - Present
Education
Saint Anselm College 1997 — 2001
Bachelor, Business
Fidelity Investments October 2001 - Present
Education
Saint Anselm College 1974 — 1978
B.A., Business and Economics
Shenkman Capital Management October 2013 - Present
Millburn Ridgefield Corporation November 2007 - September 2013
Fidelity Investments 1999 - 2007
Fidelity Investments Institutional Service Co. 1999 - 2007
Skills
Alternative Investments, Hedge Funds, Private Equity, Asset Management, Equities, Asset Allocation, Fixed Income, Investment Strategies, Fund Of Funds, Bloomberg, Portfolio Management, Options, Series 7, Investment Management
Education
Saint Anselm College
Fidelity Investments July 2012 - August 2014
Fidelity Investments August 2011 - July 2012
Fidelity Investments February 2007 - August 2011
Fidelity Investments January 2006 - February 2007
Fidelity Investments May 2005 - December 2005
Skills
Applicant Tracking..., Employee Benefits, Organizational..., Talent Management, Onboarding, College Recruiting
Education
Saint Anselm College 2002 — 2006
BA, Sociology
Fidelity Investments August 1995 - Present
Skills
Software Project..., Business Process, Business Analysis, Vendor Management, Requirements Analysis, SDLC, Business Intelligence, Requirements Gathering, SQL, Data Warehousing, Enterprise Architecture
Education
Saint Anselm College 1991 — 1995
Bachelor of Arts, Financial Economics
Oxford Health Plans May 2007 - Present
Oxford Health Plans January 2007 - May 2007
Autodesk May 2006 - October 2006
Heritage Plumbing and Heating November 2005 - April 2006
Neewmarket Fire and Rescue January 1998 - May 2005
IPC International June 1994 - April 2005
Fidelity Investments January 1998 - April 2001
Skills
Management, Training
Education
Saint Anselm College 1989 — 1993
BA, Business
Winchester High School
Fidelity Charitable October 2013 - Present
Fidelity Investments June 2012 - October 2013
Fidelity Investments April 2007 - June 2012
Education
Saint Anselm College
Bachelor of Arts (BA), Mathematics and Computer Science
Fidelity investments August 2014 - Present
Fidelity Investments January 2011 - August 2014
Fidelity Investments November 2007 - January 2011
ECCO USA, Inc January 2007 - November 2007
ECCO USA, Inc January 2007 - May 2007
Gemini Telemanagement Systems May 2006 - September 2006
Skills
Account Reconciliation, Auditing, Analysis, Finance, Variance Analysis, Financial Statements, Accruals, Microsoft Excel, Fund Accounting, Financial Reporting, Accounting, Financial Analysis, Investments
Education
Saint Anselm College 2003 — 2007
BA, Accounting
Santander Securities April 2012 - Present
Sovereign Bank June 2011 - April 2012
Fidelity Investments February 2005 - June 2011
Fidelity Investments June 2008 - August 2009
Fidelity Investments 2006 - 2008
Fidelity Investments 2005 - 2006
Skills
Series 7, Series 24, Series 63, Securities, Mutual Funds, FINRA, Financial Services, Investments, Capital Markets, Wealth Management, Management, Finance, Equities
Education
UNH School of Law 2000 — 2004
JD, MIP, MEL, Law
Saint Anselm College 1993 — 1997
BA, Politics
Aon Hewitt December 2012 - Present
Fidelity Investments January 2012 - October 2012
Fidelity Investments May 2006 - January 2012
Fidelity Investments November 2003 - May 2006
Skills
Retirement, 401k, Financial Services, Mutual Funds, Leadership, Series 63, Relationship Management, Series 7, Employee Benefits, Sales
Education
Saint Anselm College 1995 — 1999
BA, English
Framingham High School 1991 — 1995
Fidelity Investments July 2006 - Present
Skills
Vendor Management, Capacity Planning, Business Analysis, Disaster Recovery, SDLC, Unix, Visio, Solaris, ITIL, Process Improvement, AIX, IT Service Management, Data Center, IT Management, Integration
Education
Saint Anselm College 1999 — 2003
BS, Computer Science
Fidelity Investments June 2009 - Present
Fidelity Investments December 1988 - November 2008
Bank of Boston March 1982 - May 1987
Education
Saint Anselm College 1976 — 1980
BA, Business & Economics
Wealth Management Systems, Inc (WMSI) June 2014 - Present
Boston College May 2012 - December 2013
Boston College April 2009 - September 2012
AARP July 2005 - August 2008
AARP June 2005 - August 2008
New River Inc. June 2002 - July 2005
Morningstar August 1998 - December 2000
New York Life 1995 - 1996
State Street 1992 - 1995
Fidelity Investments January 1984 - December 1991
Skills
Marketing, Product Development, Marketing Communications, Sales, Strategic Planning, Product Marketing, Product Management, Investments, Marketing Strategy, Competitive Analysis, Market Research, Business Strategy, Strategic Partnerships, Series 7, Integrated Marketing, Program Management, Asset Managment, Financial Services, Cross-functional Team..., Strategy, Management, New Business Development, Mutual Funds, Leadership, SaaS, Asset Management, Analytics, Start-ups, Insurance
Education
Western New England University 1979 — 1982
MBA, Marketing
Saint Anselm College 1970 — 1974
BA, Politics
Santander Bank, N.A. March 2014 - Present
Santander Bank, N.A. January 2013 - March 2014
Avian Securities October 2007 - December 2012
The Brogan Group -- H.G. Wellington & Co. October 2005 - September 2007
State Street April 2005 - October 2005
EF Educational Tours January 2005 - April 2005
Fidelity Investments February 2001 - November 2004
Biogen -- Randstad November 2000 - January 2001
Harcourt Brace Publishing May 2000 - September 2000
Skills
Equities, Series 7, Series 63, Sales&Marketing, relationship management, Financial Services, Management, Equity Research, Finance, Securities, Portfolio Management, Sales, Asset Management, Mutual Funds, Financial Analysis, Fixed Income, Customer Service, Analysis, CRM
Education
Saint Anselm College 1995 — 2000
Guilford High School
Independent Financial Services Professional February 2013 - Present
Fidelity Investments September 1993 - January 2013
Stratus Computer 1992 - 1993
Rolm/IBM/Siemens 1984 - 1992
Executone Communications, LLC 1983 - 1984
Metal Bellows 1982 - 1983
Skills
Relationship Management, Enterprise Portfolio..., Strategic Planning, IT Investment Management, PMO Development, PMO Services, Program Management, Internal Communications, Sales, Workforce Planning, Offshore Management, Risk Management, Information Security..., Management Consulting, Vendor Management, Financial Services, Telecommunication...
Education
Saint Anselm College 1978 — 1982
Bachelor of Science (B.S.)
Fidelity Investments August 2011 - Present
Fidelity Investments January 2007 - August 2011
Skills
Process Improvement, Call Centers, Business Analysis, Analysis, Customer Service, Change Management, Finance, Leadership, Financial Services, Management, Microsoft Excel, Program Management, Project Management, Team Leadership, Team Building, Risk Management, Vendor Management
Education
Saint Anselm College 1995 — 1999
BA, Business
Liberty Mutual Insurance July 2012 - Present
Liberty Mutual Insurance February 2009 - June 2012
Fidelity Investments 2001 - 2008
Skills
Test Planning, Agile Methodologies, Business Analysis, Data Analysis, Requirements Gathering
Education
Strayer University
Associate of Arts (AA), Information Technology
Southern New Hampshire University
M.B.A., Business
Saint Anselm College 1992 — 1995
B.A., Sociology
Emerson Swan April 2001 - Present
First Call 1987 - 1990
Business Research Corp. 1987 - 1989
Fidelity Investments 1986 - 1988
Merrill Lynch Funds Distributors 1984 - 1987
Merrill Lynch 1984 - 1986
Skills
New Business Development, Sales Management, Team Building, Sales, Account Management, Negotiation, Strategic Planning, Product Development, Budgets, Customer Service, Selling, Contract Negotiation, Key Account Management, Microsoft Office, Inventory Management, Strategy, Marketing Strategy, Operations Management, Pricing, Logistics, Process Improvement, Coaching, Business Development, Product Marketing, Heating, Air Conditioning, Manufacturing
Education
Saint Anselm College 1979 — 1983
BA, Economics
Saint Anselm College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Fidelity Investments January 2015 - Present
Fidelity Investments February 2008 - December 2014
Fidelity Investments February 2006 - February 2008
Fidelity Investments February 2004 - February 2006
Skills
Corporate Governance, Executive Compensation, Compliance, Risk Management, Shareholder Rights, Stakeholder Engagement, Proxy Voting, Equity Plans, Proxy Statements, Proxy Contests, Shareholder Value, Investor Relations, Shareholder Documents, Regulatory Filings, Criminal Justice, Risk Operations, Business Continuity...
Education
Saint Anselm College
B.A.
Arlington Catholic High School
MFS Investment Management February 2014 - Present
MFS Investment Management February 2013 - February 2014
Fidelity Investments May 2011 - February 2013
State Street Bank August 2010 - May 2011
Education
Saint Anselm College 2006 — 2010
Bachelor of Arts, Financial Economics
Kimball Union Academy
JP Morgan 2010 - Present
Neuberger Berman 2006 - 2010
Fidelity Investments 2003 - 2006
Education
Saint Anselm College 1999 — 2003
BA, Economics
Catholic Memorial High School 1993 — 1999
Fidelity Investments May 2015 - Present
Fidelity Investments May 2013 - May 2015
Fidelity Investments December 2004 - May 2013
Fidelity Investments January 2003 - December 2004
Fidelity Investments March 2000 - December 2002
Fidelity Investments January 1996 - February 2000
Fidelity Investments June 1994 - December 1995
Fidelity Investments January 1993 - June 1994
Fidelity Investments January 1992 - December 1992
Fidelity Investments August 1991 - January 1992
Skills
Mutual Funds, Financial Services, Series 7, Series 63, Sales, Investments, Strategy, Marketing, Relationship Management
Education
Saint Anselm College 1981 — 1985
Saint Anselm College March 2010 - Present
Mount St. Mary's Academy September 2009 - January 2010
Manchester Emergency Housing September 2009 - January 2010
Fidelity Investments 2010 - 2010
Education
Saint Anselm College 2007 — 2011
Bachelor of Arts, Computer Science;
Fidelity Investments June 2015 - Present
Milford Ambulance Service July 2014 - Present
New Boston Fire Department January 2012 - Present
Fidelity Investments May 2013 - June 2015
Saint Anselm College September 2011 - May 2015
Saint Anselm College Emergency Medical Services September 2011 - May 2015
State of New Hampshire DOT December 2012 - April 2015
DeMoulas Market Basket, Inc. July 2010 - April 2012
Skills
Emergency Medicine, C++, Emergency Services, Information Technology, Troubleshooting, Networking, Microsoft Office
Education
Saint Anselm College 2011 — 2015
B.A. Computer Science, Criminal Justice
St. John's High School 2007 — 2011
High School Diploma
Fidelity Investments May 2014 - Present
Fidelity Investments November 2013 - May 2014
Fidelity Investments December 2012 - November 2013
Fidelity Investments January 2012 - December 2012
Liberty Mutual Insurance June 2011 - December 2011
Skills
Insurance, Microsoft Word, Life Insurance, Microsoft Office, Marketing, Sales, Customer Service, New Business Development, PowerPoint, Series 63, Microsoft Excel, Mutual Funds, Series 7
Education
Saint Anselm College 2007 — 2011
Bachelor of Arts, Business
Fidelity Investments September 2014 - Present
State Street January 2014 - September 2014
State Street Corporation September 2010 - January 2014
State Street June 2008 - September 2010
Merrill Lynch October 2007 - May 2008
Investors Bank & Trust May 2007 - August 2007
Skills
Bloomberg
Education
Saint Anselm College 2004 — 2008
Bachelor of Arts; Certificate, Business; German
American Funds January 2014 - Present
American Funds 2001 - Present
Lord Abbett & Co. LLC 1998 - 2001
Morgan Stanley Smith Barney 1996 - 1998
Fidelity Investments 1995 - 1996
John Hancock Life Insurance Company (U.S.A.) 1992 - 1995
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Public Speaking, Practice Management, New Business Development, Series 24, Portfolio Strategy, 401k, Fixed Income, Portfolio Management, Separately Managed...
Education
Saint Anselm College 1988 — 1992
Bachelor of Arts, Business
Demandware October 2014 - Present
CQuotient September 2013 - September 2014
ChoiceStream March 2012 - August 2013
Fidelity Investments July 2010 - March 2012
Skills
Java, JavaScript
Education
Saint Anselm College 2006 — 2010
BA, Computer Science
Jacobs Technology May 2013 - Present
Advantage Engineering September 2012 - Present
Saint Anselm College August 2011 - Present
Staples, Inc August 2010 - Present
Fidelity Investments May 2012 - August 2012
Education
Saint Anselm College 2011 — 2014
Bachelor’s Degree, Computer Science and Math
Bishop Guertin High School
Fidelity Investments SVPFidelity InvestmentsDecember 1992 - Present
Education
Saint Anselm College
New York Life Insurance Company June 2013 - Present
Howard Consulting LLC November 2011 - June 2013
Fidelity Investments December 2006 - February 2009
Fidelity Investments May 2005 - December 2006
Fidelity Investments June 2004 - May 2005
Fidelity Investments October 2001 - June 2004
Fidelity Investments May 2000 - October 2001
Skills
Defined Contribution, Project Management, Compliance, Customer Service, Ad Hoc Reporting, Benefits Administration, Pension Administration, Employee Benefits, Non-Qualified Deferred...
Education
Saint Anselm College 1996 — 2000
Bachelor of Arts (B.A.), Sociology
Fidelity Investments September 2011 - Present
Education
Saint Anselm College 2007 — 2011
Bachelor of Arts (BA), Philosophy
Fidelity Investments August 2011 - Present
Education
Saint Anselm College 2001 — 2005
Bachelor of Business Administration (B.B.A.)
Fidelity Investments June 2015 - Present
Allstate Financial Services, LLC September 2014 - May 2015
The Provident Bank May 2013 - January 2015
Education
Saint Anselm College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Political Science Minor, Senior
Fidelity Investments 2015 - Present
Fidelity Investments 2006 - 2015
Education
Saint Anselm College 2000 — 2004
Bachelor's degree, English Language and Literature, General