Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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Fidelity Investments Employees
Fidelity Investments September 2014 - Present
ISO Claims Partners (formerly Crowe Paradis) November 2013 - May 2014
TD Bank Group October 2011 - October 2013
Liberty Mutual March 2010 - October 2011
Data Corporate Group LLC October 2006 - January 2008
Ghana Telecom Limited May 2003 - August 2006
Skills
Business Analysis, SDLC, Requirements Analysis, SQL, Quality Center, Visio, Testing, Quality Assurance, Microsoft SQL Server, User Acceptance Testing, Project Management, Business Requirements, Requirements Gathering, Oracle, Process Improvement, Software Quality..., SharePoint, Waterfall, Software Project..., Program Management, Risk Management, ITIL, Agile Methodologies, Analysis, Business Intelligence, Business Process, Data Analysis, Data Warehousing, Databases, HP Quality Center, IT Management, IT Strategy, Integration, JIRA, MS Project, PMP, Software Documentation, Systems Analysis, Vendor Management, XML
Education
Syracuse University 2008 — 2009
MSIM, INFORMATION MANAGEMENT
Syracuse University 2008 — 2009
Certificate of Advanced Study, Information Security Management
Syracuse University, Syracuse-New York 2008 — 2009
School; Masters, Information Studies; Science information management; information Security Management
Syracuse University, iSchool 2008 — 2009
M.S, Information Management
University of Ghana 1997 — 2003
B.A, Information studies
University of Ghana
Department; Bachelor, Information Studies; Art Information studies
Presec 1995 — 1997
UPS
Fidelity Investments September 2014 - Present
Crystal City Olive Oil, LLC November 2013 - August 2014
Joyce Surveying and Mapping Associates January 2008 - October 2013
Syracuse University May 2012 - May 2013
Syracuse University May 2012 - May 2013
Syracuse University May 2012 - May 2013
Syracuse University September 2009 - May 2013
University of Rhode Island October 2011 - October 2011
DSW June 2011 - August 2011
Victoria's Secret June 2011 - August 2011
Skills
Microsoft Office, Research, Adobe Photoshop, Adobe Illustrator, Matlab, QuickBooks, Event Planning, Organizational Structure, Organization, Leadership, Scientific Writing, Letter Writing, Literary Writing, Geological Mapping, Fundraising, Illustrator, Communication Skills, Photoshop, Writing, Social Media, Social Media Marketing, Microsoft Excel, Public Speaking, Facebook, Spanish, Time Management, Nonprofits, Data Analysis, Editing, Microsoft Word, Critical Thinking, Blogging, PowerPoint, Creative Writing, Press Releases, Data Entry, Public Policy, Journalism, Legal Research, Social Networking, Politics, SPSS, Copy Editing
Education
Syracuse University 2009 — 2013
Bachelors of Science, Geological and Earth Sciences/Geosciences, English and Textual Studies
SUNY at Buffalo
Fidelity Investments December 2012 - Present
Fidelity Investments July 2006 - December 2012
Burrell, Fenniman & Summers, LLC February 2002 - June 2006
Acton Police Department 1987 - 2000
Skills
Private Investigations, Estate Planning, Risk Management, Background Checks, Securities, Due Diligence, Fraud, Asset Protection, Physical Security, Corporate Governance, Risk Assessment, Securities Regulation, Investments, AML, Strategy, Financial Services, Mutual Funds, FINRA
Education
Suffolk University Law School 1995 — 1999
Juris Doctorate, Law, 3.5
Anna-Maria College 1990 — 1992
Bachelor's degree, Criminal Justice
Syracuse University Office of Residence Life August 2012 - Present
Fidelity Investments May 2014 - August 2014
Syracuse University Office of Residence Life August 2013 - May 2014
Ameridose, LLC 2010 - August 2012
Skills
Portuguese, Bilingual, Volunteering, Social Media, Project Management
Education
Syracuse University 2011 — 2015
Bachelor's Degree, Information Management and Technology, Minor in Global Enterprise Technology
Fidelity Investments October 2012 - Present
Hewlett-Packard March 2011 - October 2012
Colt Technology Services June 2008 - March 2011
HCL Technologies (Infrastructure Services Division) February 2007 - June 2008
Skills
ITIL v3 Foundations..., SiteScope, HP Openview, HP, ITIL, Incident Management, IT Service Management, Service Management, IT Operations, Project Management, HP uCMDB, HP Operations Manager, HP Business..., Integration, CMDB, Network Administration, Data Center, Service Delivery, Perl, LoadRunner
Education
Symbiosis Institute of Business Management 2006 — 2008
Master of Business Administration (M.B.A.), Operations Management
Apeejay College of Engineering 2002 — 2006
Bachelor of Engineering (B.E.), Computer Science
Boston Medical Center June 2008 - Present
Fidelity Investments December 2006 - May 2008
State Street June 2005 - December 2006
Skills
Financial Analysis, Operating Budgets, Variance Analysis, Financial Accounting, Team Management, Financial Statements, Hospitals, Microsoft Excel, Financial Modeling
Education
Suffolk University - Sawyer School of Management 2009 — 2013
Masters, Healthcare Administration
University of Massachusetts, Amherst 1999 — 2003
BA, Theatre
Military Justice Attorneys, LLC October 2012 - Present
U.S. Marine Corps May 2010 - October 2012
United States Marine Corps July 2009 - April 2010
United States Marine Corps January 2009 - April 2010
Fidelity Investments October 1999 - June 2004
Skills
Criminal Law, Litigation, Military Law, Defense, Legal Research, Legal Writing, Civil Litigation, Enforcement, Administrative Law, Private Investigations, Courts, National Security, Mediation, Appeals, Legal Assistance, Ethics, International Law, Trials, Government, Criminal Defense, Criminal Justice, Litigation Support, Military Justice, Criminal Defense Lawyer, Trial Practice, Hearings, Westlaw, Military, White Collar Criminal..., Legal Issues, Investigation, Fraud, Law Enforcement
Education
Suffolk Law School 2005 — 2007
JD, Law
University of New Hampshire 1996 — 1999
Bachelors of Arts, History
New Hampton School 1995 — 1996
John Hancock Financial Services September 2013 - Present
MetLife 1997 - 2005
New England Financial 1996 - 1997
Fidelity Investments 1991 - 1993
Skills
Corporate Law, Legal Research, Licensing, Legal Writing, Legal Advice, Securities Regulation, Insurance, Legal Compliance, Investments
Education
Suffolk University Law School 1993 — 1996
Doctor of Law (J.D.)
Tufts University 1987 — 1991
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Fidelity Investments March 2015 - Present
Simply Interactive Inc. August 2014 - February 2015
HB Hart-Boillot February 2008 - July 2014
PartyLite December 2005 - January 2008
OpenEye Communications April 2005 - November 2005
Skills
Planning, Interactive Marketing, Web Design, Brand Development, Strategy, Social Media, Graphic Design, Advertising, User Experience, Adobe Creative Suite, Email Marketing, Social Media Marketing, Information Architecture, User Interface Design, Wordpress, Creative Direction, Integrated Marketing, Marketing Communications, Marketing Strategy, SEO, Google Analytics, Facebook, Blogging, Social Networking, CSS, Website Development, Creative Strategy, Digital Strategy, Web Development, SEM, Project Management, Branding & Identity, Content Marketing, Corporate Communications, Graphics, Interactive Advertising, Press Releases, Copywriting, Web Content Management, WordPress
Education
Syracuse University 2000 — 2004
Bachelor of Science (B.S.), Graphic Arts
Fidelity Investments July 2014 - Present
Syracuse University January 2013 - May 2014
Fidelity Investments May 2013 - August 2013
Accenture May 2012 - August 2012
Skills
Leadership, Teamwork, Systems Analysis, HTML 5, CSS, JavaScript, T-SQL, Photoshop, Illustrator, Microsoft Office
Education
Syracuse University 2010 — 2014
Bachelor of Science (B.S.), Information Management and Technlogy
Massachusetts Taxpayers Foundation February 2015 - Present
Massachusetts Society of CPAs, Inc. January 2014 - January 2015
Fidelity Investments January 2012 - January 2014
Associated Industries of Massachusetts September 1998 - December 2011
Bankd of New England 1987 - 1989
Education
Suffolk University Law School
Juris Doctor (J.D.), law, cum laude
Tufts University
Bachelor of Arts (B.A.), Political Science
Fidelity Investments July 2014 - Present
Syracuse University September 2010 - May 2014
Fidelity Investments May 2013 - August 2013
Vision Retailing, Inc. June 2012 - August 2012
Skills
Object Oriented Design, Objective-C, C++, Visual Studio, iOS development, Java, HTML, C, CSS, XML, JSON, Object-oriented..., Xcode, Data Structures, Agile Methodologies, Eclipse, Computer Science, Windows, Git, OS X, Unix, Linux, SQL, Spring Framework, Spring MVC, MVC Architecture, JavaScript, Android Development, JSP, RESTful WebServices, iOS Development
Education
Syracuse University 2010 — 2014
Bachelor of Science (B.S.), Computer Science
Essential Asset Management, LLC July 2011 - Present
Florek Financial March 2010 - July 2011
Fidelity Investments June 2000 - September 2009
Fidelity Investments September 1998 - September 2009
Fidelity Investments November 1999 - May 2000
Skills
Series 66, Private Wealth..., Registered Investment..., Fixed Annuities, Retirement Income..., Problem Solving, 401k Rollovers, Wealth Management..., Uniform Combined State..., Portfolio Management, Retirement, Asset Management, Mutual Funds, Investment Advisory, Investments, Securities, Financial Advisory, Asset Allocation, Strategic Financial...
Education
Bryant College 2007 — 2012
CFP
Syracuse University 1994 — 1998
BS, Finance and Economics
Fidelity Investments July 2012 - Present
Sanderson High School May 2013 - Present
Syracuse University Football Department August 2010 - May 2012
Smith Micro Software, Inc. May 2011 - August 2011
Wizzard Media May 2010 - August 2010
Skills
Java, C#, Objective-C, PHP, Haskell, LISP, MySQL, Oracle, HTML, CSS, JavaScript, jQuery, JSP, Spring Framework, Eclipse, Apache Tomcat, Jenkins Continuous..., JUnit, Linux, Windows, Mac OS X
Education
Syracuse University 2008 — 2012
Bachelor of Science (BS), Computer Science
Pegasystems January 2015 - Present
Pegasystems January 2014 - December 2014
Pegasystems October 2012 - December 2013
Pegasystems January 2011 - September 2012
Pegasystems January 2008 - December 2010
Pegasystems November 2004 - December 2007
Staples 2001 - 2004
Sapient 2000 - 2002
Fidelity Investments 1998 - 2000
Skills
Enterprise Software, Product Development, Insurance, Enterprise Architecture, SOA, SaaS, Business Process Design, SDLC, CRM, Strategy, Agile Methodologies, Professional Services, Requirements Gathering, Java Enterprise Edition, Pre-sales, Business Process..., Solution Architecture, Web Services, Software Development, Software Project..., Integration, Business Intelligence, Cloud Computing, Business Development, Business Process, Requirements Analysis, Business Analysis, Solution Selling, Leadership, IT Strategy, Product Management, Analytics, Enterprise Content..., Go-to-market Strategy, Business Process..., Consulting, Software Industry, Data Warehousing, Architectures, Business Alliances, Vendor Management, Scrum, Sales Enablement
Education
Syracuse University 1994 — 1998
BS, Computer Engineering
Fidelity Investments April 2014 - Present
IBM - Power Processor Development 2003 - 2013
IBM - PowerPC Embedded Processor Systems 1997 - 2003
IBM - Personal Computer Company, Design Tools 1990 - 1997
Skills
Logic Design, Physical Design, ASIC, VLSI, Unix, VHDL, Logic Synthesis, Perl, Static Timing Analysis, TCL, Verilog, Embedded Systems, Cadence Virtuoso, CMOS, AIX, Microprocessors, IC, Processors, Timing Closure, Instrument Rated Pilot, Ground Instructor, Hardware, Hardware Architecture
Education
Union College
Bachelor of Science (BS), Electrical Engineering
Syracuse University
Boar's Head June 2014 - Present
Meat House Franchising LLC November 2009 - February 2014
Fidelity Investments September 2008 - July 2009
Corporate Express November 2005 - May 2008
Portsmouth Paper Company June 2004 - November 2005
N.L.U DJ's September 1995 - May 2004
Skills
Entrepreneurship, Marketing, Leadership, Business Development, New Business Development, Account Management, Strategic Planning, Marketing Strategy, Team Building, Competitive Analysis, Social Media Marketing, Social Media, Advertising, Management, Strategy, Training, Sales, Product Development, Coaching, Team Leadership, Customer Service, Retail, Sales Management, Start-ups, CRM, P&L Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2008
MBA, Entrepreneurial Venture Creation
Syracuse University 2000 — 2004
BA, Political Science, Hospitality Management
Towers Watson April 2015 - Present
Rob Simons Consulting August 2010 - April 2015
Mercer April 2012 - April 2013
The PFE Group May 2011 - April 2012
New York Life Investments November 2003 - December 2010
NYLIM March 2003 - November 2003
Fidelity Investments November 2000 - October 2002
The Vanguard Group September 1997 - November 2000
Skills
Defined Benefit, Pensions, Defined Contribution, 401k, 403 b, Retirement, Retirement Plan..., Employee Benefits, ERISA, Financial Services, Mutual Funds, Investments, Securities, Investment Advisory, Asset Management, Pension Funds, Relationship Management, Cross-functional Team..., Consulting, Management
Education
Syracuse University 1984 — 1987
BA
Fidelity Investments December 2012 - Present
Cognizant Technology Solutions April 2011 - November 2012
Cognizant Technology Solutions June 2008 - March 2011
Cognizant Technology Solutions September 2006 - May 2008
Cognizant Technology Solutions March 2006 - August 2006
Skills
Objective-C, iOS, AngularJS, Spring, Hibernate, Tomcat, Struts, Oracle, Java Enterprise Edition, Servlets, JSP, Spring Framework, Core Java, ClearCase, JMS, JavaScript, JDBC, EJB, Web Services, Java, Apache, Selenium, Eclipse, Lucene, XML, Subversion, Sun Certified Java..., JSTL, Solr, XMLBeans, ActiveMQ, J2EE, JUnit, UML, Design Patterns, Unix, REST, Maven, Weblogic
Education
Centre for Development of Advanced Computing 2005 — 2005
C-DAC,Pune, A
Swami Ramanand Teerth Marathwada University 2000 — 2004
B.E, Computer Science and Engineering, First Class
St Johns School
10th
Toomey Legal Co-Director of Legal StudiesUniversity of Massachusetts LowellJune 2014 - Present
University of Massachusetts Lowell September 2012 - Present
University of Massachusetts Lowell May 2007 - August 2012
Davis & Davis, P.C. 2003 - 2007
Wyeth Pharmaceuticals 2002 - 2003
Fidelity Investments 1998 - 2001
Skills
Employment Law, Civil Litigation, Business Litigation, Teaching, Lecturing, Trial Practice, Jury Trials, Non-compete Agreements, Wage & Hour, Overtime, Trade Secrets, Non-disclosure..., Unemployment Claims, Employment..., Employment Contracts, Breach Of Contract, Arbitration, Mediation, Workplace Harassment, Wrongful Termination, Age Discrimination, Disability..., Employee Handbooks, Incorporation Services, Litigation, University Teaching, Higher Education, Hearings, Criminal Law
Education
Suffolk University Law School 2003 — 2006
Juris Doctor (J.D.)
University of Massachusetts Lowell 1998 — 2003
Bachelor’s Degree, Philosophy, Bioinformatics, Legal Studies
Xerox March 2012 - Present
Fidelity Investments May 2007 - October 2011
Fidelity Investments July 2005 - April 2007
New York Life Investment Management July 2004 - June 2005
Fidelity Investments April 2003 - July 2004
Fidelity Investments March 2002 - March 2003
Fidelity Investments November 1999 - March 2002
Skills
Requirements elicitation, Functional..., Requirements..., Product Requirements, TQM, Business Analysis, Business Requirements, Systems Analysis, User Acceptance Testing, Quality Assurance, Process Improvement, Requirements Analysis, SharePoint, Quality Center, Requirements Gathering, Software Documentation, Testing, Project Management, Software Quality..., Analysis
Education
Susquehanna University
B.S. Business Administration, Business; Information Systems
Fidelity Investments November 2005 - Present
Respect Systems September 2003 - October 2005
Aberdeen Group March 2000 - December 2002
Zentropy Partners February 1999 - March 2000
Innergy, Inc. June 1996 - January 1999
New England Electric System October 1990 - September 1996
Education
Syracuse University 1989 — 1990
MS
Polytechnic Institute of NY
BS
Optum August 2013 - Present
Citi February 2007 - July 2013
Citi February 2007 - July 2013
Citigroup 2007 - 2010
Accenture 2004 - 2007
HSN 1999 - 2004
Fidelity Investments 1996 - 1999
G.E. Capital 1994 - 1996
JPMorganChase 1986 - 1994
Skills
Call Center, Leadership, Vendor Management, Financial Services, Program Management, Process Improvement, Customer Experience, Strategic Planning, Business Process..., Change Management, Analytics, Team Building, Credit Cards, Team Leadership, Business Strategy, Executive Management, Business Analysis, Performance Management, Organizational..., Management, Risk Management, Call Centers, Leadership Development, Cross-functional Team..., Team Management, CRM, Operations Management, Training, Coaching, Customer Satisfaction, Customer Service, Business Transformation, Integration, Project Management, Analysis, Marketing, Banking, Management Consulting, Business Development, Sales, Strategy
Education
Swarthmore College 1982 — 1986
BA, Political Science
Lockheed Martin January 2015 - Present
Lockheed Martin September 2014 - December 2014
Electric Boat May 2014 - August 2014
Fidelity Investments May 2013 - August 2013
Skills
Leadership, Object Oriented Design, Data Structures, Matlab, Electrical Engineering, Python, PowerPoint, JavaScript, Project Management, Team Leadership, Microsoft Office, VHDL, Java, Microsoft Word, Computer Engineering, JavaSE, Java Enterprise Edition, Digital Circuit Design, Xcode, Social Media Marketing, Team Building, Microsoft Excel, C++ Language, Windows Programming, Logic Design, Analog Circuit Design, Microsoft Visual Studio..., Multisim, Marketing Strategy, C++, DOORS Database, JMPS
Education
Syracuse University 2010 — 2014
Bachelor’s Degree, Electrical Engineering, Computer Engineering
Mount Olive High School 2006 — 2010
Lead America 2009 — 2009
Lead America - National Security & Counterintelligence
Fidelity Investments January 2015 - Present
Fidelity Investments July 2014 - January 2015
Syracuse University January 2013 - May 2014
Skills
Information Technology, SQL, Project Management, Microsoft Office, Agile Methodologies, Database Design, Linux, Java, Microsoft SQL Server, VMware, Cisco Packet Tracer, HTML, COBOL, Information Security, AutoCAD, Wireshark, Microsoft Visio, Microsoft Access, Ubuntu, CSS, Microsoft Excel, Public Speaking, z/OS, Nessus, Nagios, Web Development, Leadership, Microsoft Word, Customer Service, Data Analysis, SharePoint..., SharePoint Designer, Cisco Technologies, Kanban, Scrum, Analysis, Databases, Quality Assurance
Education
Syracuse University 2010 — 2014
Bachelor of Science (BS), Information Management & Technology
Santander Bank, N.A. August 2014 - Present
Santander Bank, N.A. February 2014 - July 2014
Devonshire Investors February 2011 - April 2013
Fidelity Investments December 2006 - February 2011
Fidelity Investments March 2005 - December 2006
Equity Services, Inc 1997 - 2004
National Association of Securities Dealers, Regulation 1994 - 1997
Skills
Records Management, Business Continuity, Emergency Management, Program Management, Project Management, Compliance, Risk Management, Disaster Recovery, Escheatment, Investments, Securities Regulation, FINRA, Securities, Financial Services, BS25999, ISO 22301, Analysis, Management, Leadership, Software Documentation, Portfolio Management, Governance, Strategy, Risk Assessment, Business Continuity..., Strategic Planning, Operational Risk..., Enterprise Risk..., LDRPS, Mutual Funds, Operational Risk, Series 63, Asset Management, Training, Series 24
Education
Disaster Recovery Institute International 2011 — 2011
Business Continuity Planning
Syracuse University 1990 — 1993
BA, Political Science
Syracuse University - Maxwell School 1990 — 1993
BA, Political Science
Fidelity Investments July 2010 - Present
Fidelity Investments September 2005 - Present
Professional Engineer 1995 - 2013
Facility Resource Management, Co June 1991 - September 2005
Skills
Energy, Sustainability, Strategy, Energy Efficiency, Project Planning, Microsoft Office, Green Building, LEED
Education
University of Oxford 2002 — 2004
MSc., Education
Swarthmore College 1987 — 1991
BA, BS, Engineering, Economics
n/a March 2009 - Present
Justyne Janiszewski Jewelry Artist March 2009 - Present
Fidelity Investments August 1993 - February 2009
Advance Personnel Associates September 1985 - August 1993
Education
Syracuse University
BFA
SAS Institute Inc. May 2007 - Present
Motricity December 2004 - January 2007
Fidelity Investments November 1997 - August 2004
Powers Gallery September 1994 - December 2000
Skills
Lead Generation, Email Marketing, Public Relations, Advertising, SaaS, Leadership, Marketing, Management, Team Leadership, CRM, Budgets, Enterprise Software, Account Management, Analytics, Business Intelligence, Marketing Strategy, Strategy
Education
Syracuse University 1990 — 1994
BA, Art History
Syracuse University July 2015 - Present
Essential Design October 2014 - June 2015
Fidelity Investments June 2012 - October 2014
Savannah College of Art and Design January 2010 - June 2012
eBay 2009 - 2010
The Good Mix 2008 - 2009
Rearden Commerce January 2007 - November 2008
WebEx Communications August 2003 - December 2006
Full time and contract consulting 1990 - 2001
Skills
teaching, Curriculum Design, Design Strategy, Design Research, Service Design, Design Thinking, User Experience, User Research, Interaction Design, User Experience Design, Customer Journey Mapping, Participatory Design, Persona, Service Blueprinting, Contextual Inquiry, Research Design, Creative Direction, Experience Design, Visual Design, Usability, User-centered Design, Usability Testing, Heuristic Evaluation, Wireframes, User Interface, Teaching
Education
Interaction Design Institute Ivrea 2001 — 2003
Masters, Interaction Design
Syracuse University 1981 — 1986
BFA, Video Research (Art Media Studies)
Boston Athletic Association January 2011 - Present
Fidelity Investments January 2010 - Present
Boston Athletic Association September 1996 - January 2011
Fidelity Investments March 2005 - December 2009
Employees Retirement System of Rhode Island July 1993 - July 2000
Mass Lawyers Weekly 1989 - 1992
Skills
Financial Services, Retirement Benefits, Contract Negotiation, Defined Benefit, 401k, ERISA, Alternative Investments, Mutual Funds, Defined Contribution, Policy, Management, Retirement, Employee Benefits
Education
Suffolk University Law School 1979 — 1983
J.D., Law Degree
Tufts University 1974 — 1978
B.A., Political Science
Fidelity Investments January 2011 - December 2013
Skills
Finance, Investments, Financial Analysis, Financial Services, Microsoft Excel, Risk Management, Microsoft Office, Leadership, Retirement Planning, Legal Research, Legal Writing
Education
Suffolk University Law School 2013 — 2016
Juris Doctor (J.D.)
University of Massachusetts, Amherst 2005 — 2009
Bachelor’s Degree, Economics
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management September 2009 - February 2015
Fidelity Investments April 2007 - February 2009
Fidelity Investments August 2006 - April 2007
Fidelity Investments November 2003 - August 2006
Fidelity Investments April 2000 - November 2003
Fidelity Investments May 1998 - March 2000
Fidelity Investments June 1997 - May 1998
Skills
Strategy, 401k, CRM, Investments, Retirement, Financial Services, Retirement Planning, Sales, Series 63, Series 7, Sales Management, Defined Benefit, Selling, Account Management, Product Development
Education
Susquehanna University 1993 — 1997
BS, Business Administration
Tilton School 1990 — 1993
Fidelity Investments April 2015 - Present
Scholastic July 2012 - April 2015
Pearson Education January 2011 - July 2012
Biogen Idec August 2010 - January 2011
Texterity Inc August 2009 - May 2010
Pegasystems January 2007 - August 2009
eClinicalWorks July 2005 - January 2007
University of Alabama at Birmingham May 2004 - May 2005
Skills
AJAX, jQuery, XML, Web Applications, JavaScript, Agile Methodologies, Java, Web Development, Web Services, Web Analytics, CSS, HTML, MySQL, Eclipse, Databases, HTML 5, SQL, JSON, Oracle, Java Enterprise..., SOA, Microsoft SQL Server, UML, User Experience, Java/J2EE, Certified Scrum Master..., JSP, Freemarker, HTML5, Fluid Framework, Spring, Hibernate, Qunit Javascript Unit..., Struts2, Cross-browser..., Front-end Development, REST, Software Engineering, MVC, Backbone.js, SDLC, underscore.js, Node.js, Compass, SUSY CSS framework, AngularJS, Bootstrap, Java Enterprise Edition, Scrum
Education
Scrum Alliance - ScrumMaster Training
Scrum Alliance - ScrumMaster Training
University of Alabama at Birmingham 2003 — 2005
Masters (MS), Computer Science
Mumbai University 1996 — 2001
Bachelor of Engineering, Software Engineering
PMStudy
PMP, Project Management
Symbiosis International University
PGDBA (Management)
Boston Private Bank May 2015 - Present
State Street December 2013 - May 2015
State Street Bank August 2012 - November 2013
Merrill Lynch September 2011 - January 2012
Fidelity Investments November 2011 - December 2011
Skills
Financial Analysis, Research, Financial Services, Bloomberg, Microsoft Excel
Education
Suffolk University Law School 2015 — 2019
Doctor of Law (J.D.), Evening JD Candidate
Union College 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Cohasset High School 2004 — 2008
High School Diploma
Deloitte July 2015 - Present
SIDEARM Sports (A Divison of Learfield Sports) September 2011 - October 2014
McGladrey LLP June 2014 - August 2014
Bank of America Merrill Lynch June 2013 - August 2013
Fidelity Investments May 2012 - August 2012
United States Senator Scott P. Brown (R-MA) May 2011 - June 2011
Skills
PowerPoint, Systems Analysis, Java, Business Analysis
Education
Syracuse University 2011 — 2015
Bachelor of Science (B.S.), Information Management and Technology, Cum Laude
Syracuse University - Martin J. Whitman School of Management 2011 — 2015
Bachelor of Science (B.S.), Finance, Cum Laude
Syracuse University in London 2014 — 2014
Thayer Academy 2004 — 2011
High School Diploma
Fidelity Investments July 2013 - Present
Fidelity Investments September 2011 - July 2013
Fidelity Investments February 2011 - September 2011
Burns & Levinson LLP July 2003 - January 2011
Boston Law Collaborative August 2002 - June 2003
BNY Mellon August 2001 - June 2002
Skills
Litigation, Legal Research, Estate Planning, Securities, Legal Writing, Corporate Law, Commercial Litigation, Intellectual Property, Licensing, Mediation, Civil Litigation, Corporate Governance
Education
Suffolk University Law School 1999 — 2002
JD, Law
Tufts University 1991 — 1995
BA, History
Google August 2014 - Present
Google August 2013 - August 2014
Tegile Systems August 2012 - March 2013
VMware Inc January 2011 - July 2012
EMC Corporation October 2009 - January 2011
EMC Corporation June 2008 - October 2009
ToritoMedia.com February 2007 - May 2007
Fidelity Investments May 2006 - August 2006
Skills
Social Media Marketing, HTML, Customer Reference..., Six Sigma, Market Research, Online Marketing, Google Adwords, Salesforce.com, Campaign Management, Campaign Development, Marketing Strategy, Interactive Marketing, Vendor Management, Social Media, Marketing Communications, Strategic Partnerships, Product Marketing, Product Management, Go-to-market Strategy, Demand Generation, Cloud Computing, SEO, Cross-functional Team..., B2B Marketing, Marketing, Solution Selling, Digital Marketing, Lead Generation, Channel Partners, Business Alliances, Multi-channel Marketing, Management, Leadership, PPC, Advertising, Sales Enablement, Competitive Analysis, SaaS, Sales, Enterprise Software, Strategy, Mobile Devices
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
BS, Marketing, Supply Chain Management
Syracuse University
Supply Chain Management , Marketing/Marketing Management, General
RE/MAX Main Street Assoc. April 2015 - Present
Fidelity Investments October 2013 - February 2015
Medicus Healthcare Solutions June 2011 - October 2013
Sunrise Senior Living July 2010 - July 2011
Benchmark Assisted Living June 2007 - April 2010
Century 21 McLennan & Co. June 2002 - November 2008
Skills
Healthcare, Customer Retention, Marketing, Hospitals, Lead Generation, Strategy, Human Resources, Budgets, Account Management, Team Building, Leadership, Talent Acquisition, Hiring, Coaching, Physicians, Selling, Sales, Business Development, Training, Management, Negotiation, Customer Service, Recruiting, Sourcing, Interviews, Talent Management
Education
Syracuse University 1981 — 1984
Marketing, Advertising, Business Management
Syracuse University
Marketing/Marketing Management, General
The ReGenerative Roots Association July 2013 - Present
Self-employed September 2012 - Present
The Law Office of Andrew L. Morin, PLLC September 2012 - Present
Marcotte Law Firm January 2012 - May 2012
A & K Painting, LLC January 2005 - September 2011
Fidelity Investments 2006 - 2007
Skills
Legal Research, Legal Writing, Corporate Law, Research, Contract Negotiation, Mediation, Courts, Civil Litigation, Wills, Commercial Litigation, Insurance, Investments, Litigation, Powers of Attorney, Estate Planning
Education
Suffolk University Law School 2008 — 2011
Doctor of Law (JD), Law
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2005
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Citizens Bank October 2013 - Present
Citizens Bank November 2011 - Present
Citizens Bank April 2010 - November 2011
Citizens Bank January 2009 - April 2010
Fidelity Investments November 2007 - November 2008
Cranston Chamber of Commerce October 2007 - November 2008
Skills
Project Management, Internal Communications, Event Planning, Banking, Process Improvement, Financial Services, Business Analysis, Change Management, Strategic Planning, Team Building, Coaching, Business Process..., Stakeholder Management, Business Process..., Lean Transformation, Retail Banking, Financial Risk
Education
Syracuse University 2001 — 2006
BA, Political Science
Fidelity Investments July 2015 - Present
CGI Business Solutions May 2014 - August 2014
Saco Parks & Recreation June 2011 - September 2013
Federal Jacks Restaurant and Brew Pub May 2010 - September 2010
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Photoshop, Finance, Communication, Event Planning, Marketing, Social Media, Twitter, Facebook, Capital IQ, Morningstar, Bloomberg Terminal, Financial Analysis, Equities
Education
Susquehanna University 2011 — 2015
Bachelor of Science: Business Administration, Finance, Senior
Brewster Academy 2010 — 2011
Thornton Academy 2007 — 2010
Fidelity Investments July 2014 - Present
Fidelity Investments June 2013 - August 2013
Med Vadis Research Corporation June 2012 - August 2012
NovoMedix, LLC July 2011 - August 2011
UCLA – David Geffen School of Medicine June 2011 - July 2011
Skills
Options Strategies, Technical Analysis, Equity Trading, Microsoft Office, TradeStation, thinkorswim, Bloomberg Terminal, FactSet, Python, C++, Biology, Clinical Research, Grant Writing, Report Writing, Microsoft Word, PowerPoint, Microsoft Excel, SPSS
Education
Swarthmore College 2010 — 2014
Bachelor of Arts (BA), Biology/Biological Sciences, General
The Winsor School 2002 — 2010
Fidelity Investments July 2010 - Present
Skills
JavaScript, SharePoint 2013, C#, MySQL, CSS, Silverlight, Agile Project Management, Agile Methodologies, SQL, XML, Unix, PL/SQL, SharePoint Designer, SharePoint, jQuery, HTML5, Test Driven Development
Education
Syracuse University 2006 — 2010
Bachelor of Science (B.S.), Computer Engineering
Compucom January 2005 - October 2012
Fidelity Investments February 2004 - August 2004
Technical Needs January 2003 - June 2003
Triad-General Employment 2000 - 2002
NEC September 1996 - November 1998
Self Employed September 1995 - September 1996
PCD March 1983 - September 1995
Skills
Windows 7, 2000, NT,...
Education
Sullivan and Cogliano Training Center 1999 — 1999
MCSE, Windows networking and server
University of Massachusetts, Amherst 1974 — 1978
Bachelor of Science (BS), Mechanical Engineering
Fidelity Investments May 2015 - Present
JPMorgan Chase May 2014 - April 2015
Eric Mower + Associates October 2013 - April 2014
Fort Drum, New York August 2010 - September 2012
US Army September 1992 - September 2012
Skills
Military, Military Experience, Military Operations, Leadership, Security Clearance, Operational Planning, Army, Command, Defense, Microsoft Office, Force Protection, Organizational..., DoD, Intelligence Analysis, Military Training, National Security, Combat, Complaint Management, Intelligence, Employee and Labor..., Counterinsurgency
Education
Syracuse University 2013 — 2015
Information Management and Technology, Information Technology Project Management, 3.2 GPA
J.P. Morgan January 2014 - Present
Fidelity Investments January 2011 - January 2014
UMB Fund Services July 2008 - December 2010
Fidelity Investments April 2005 - June 2008
Putnam Investments June 2003 - September 2004
Putnam Investments October 2001 - May 2003
Skills
Accounting, Training, Leadership, Management, Time Management, Investments, Customer Service, General Ledger, Public Speaking, Mutual Funds, Employee Training, GAAP, Process Improvement, Teamwork, Financial Statements, Risk Management, Finance, Analysis
Education
Syracuse University 1997 — 2001
Bachelor's of Science, Speech Communications
Fidelity Investments June 2015 - Present
THE JACOBS LAW, LLC September 2014 - January 2015
Michelle B. Carron, LLM June 2013 - September 2014
District Court of Western Norfolk June 2013 - August 2013
Harmon Law Offices, P.C. March 2011 - August 2012
Skills
Notary Public, Bilingual, Russian, Translation, Drums, Painting, Paralegal, Legal research, Document Drafting, Legal Writing, Wills, Litigation, Legal Research
Education
Suffolk Law School 2012 — 2015
Doctor of Law (JD), Business Law
UMass Boston 2006 — 2010
Bachelor of Arts in English, English
American Express April 2014 - Present
Xerox October 2012 - April 2014
Fidelity Investments May 2007 - May 2012
Fidelity Investments June 2006 - May 2007
Fidelity August 1998 - April 2006
Skills
Cross-functional Team..., Outsourcing, Vendor Management, Process Improvement, Management, Procurement, Business Analysis, Negotiation, Purchasing, RFP, Supply Management, Strategic Sourcing, Contract Negotiation, Budgets, Marketing Communications, Project Management, Program Management, Strategy, Analysis, Print Production Process, Collateral Management, Traffic Management, Project Status Reporting, Forecasting, Leadership, Product Management
Education
Syracuse University 1988 — 1992
Citizens Bank July 2013 - January 2014
Vistaprint November 2011 - January 2013
Fidelity Investments December 2009 - June 2011
Fidelity Investments March 2007 - November 2009
Fidelity Investments August 2005 - March 2007
Fidelity Investments 2001 - 2005
Timberland 1992 - 2000
Skills
Internal Communications, Project Management, Strategic Communications, Editing, Public Speaking, Social Media, Public Relations, Marketing, Newsletters, Speech Writing, Employee Engagement, Corporate Social..., Management, Multimedia, Writing, Marketing Communications, Teaching, Corporate Communications, Event Management, Volunteer Management, Program Management, Strategy, Supply Chain Management, Published Author, Copywriting, Leadership
Education
Syracuse University
BS, Management Information Systems, General
Boston Center for Community and Justice (BCCJ)
Lead Boston 2010 Fellow, September 2009 - May 2010
Naugatuck High School
Dallas ISD September 2014 — Present
The Dallas Morning News February 2012 — September 2014
Multiview April 2010 — December 2011
Fidelity Investments October 2007 — June 2009
Education
University of Texas at Brownsville 2004 — 2007
Bachelor of Arts (B.A.), Communication and Media Studies
Sul Ross State University 2003 — 2004
Bachelor of Arts (B.A.), Communication and Media Studies
The Estée Lauder Companies Inc. September 2014 - Present
Daily Burn an IAC Company January 2014 - August 2014
Freshpair September 2011 - January 2014
The Estée Lauder Companies Inc. January 2010 - August 2011
The Estée Lauder Companies Inc. January 2008 - January 2010
HSBC Securities November 2005 - September 2007
Fidelity Investments June 2005 - September 2005
Colgate Palmolive June 2001 - August 2004
Skills
Digital Marketing, Online Advertising, Social Media Marketing, Email Marketing, Social Media, E-commerce, Analytics, Marketing, SEO, PPC, SEM, Customer Acquisition, Affiliate Management, Marketing Strategy, Digital Strategy, Market Research, Social Networking, Account Management, Strategy
Education
Swarthmore College 2001 — 2005
BA, Economics
Alcatel-Lucent September 2012 - June 2013
Motorola Solutions April 2010 - July 2010
Motorola January 2008 - December 2009
Fidelity Investments July 2007 - September 2007
EMC February 2006 - January 2007
IBM June 2000 - July 2005
Verizon November 1996 - May 2000
Cincinnati Bell Information Systems, Fairfax, VA November 1995 - October 1996
Imonics, Systems Integrator for Medaphis Corporation May 1995 - September 1995
AT&T Mobility May 1993 - May 1995
Skills
ClearCase, ClearQuest, Perl, Unix, Testing, XML, Solaris, Eclipse, Ant, SQL, Visual Studio, AIX, Databases, HTML, Shell Scripting, Scripting, Software Build, Java Enterprise Edition, Integration, Software Project..., Agile Methodologies, CVS, JUnit, Java, VSS, Websphere, Oracle, Unix Shell Scripting, Visual Basic, Software Development, Software Documentation, Linux, C++, Software Engineering, Quality Assurance, Requirements Analysis, Embedded Systems, Visual C++, Tomcat, Regression Testing, Project Management, Perforce
Education
University of Massachusetts at Lowell 2006 — 2008
Technical Writing
Syracuse University 1985 — 1987
Technology & Liberal Arts
University of Tennessee-Knoxville 1977 — 1982
MA, Liberal Arts, Philosophy
University of Tennessee-Knoxville 1973 — 1977
BA, Liberal Arts, Philosophy
Agio February 2013 - Present
ISSA Triangle Chapter (Volunteer) 2008 - Present
SANS January 2005 - Present
Qualys March 2012 - January 2013
Fidelity Investments May 2007 - March 2012
Web Browser Forensics March 2010 - January 2012
SANS Institute 2005 - 2009
Health Net June 2002 - January 2007
Transamerica / AEGON USA Inc. November 2000 - December 2001
Skills
Active Directory, Nessus, Netcat, Windows Security, QualysGuard, Computer Forensics, Wireless Security, Incident Response, BackTrack, Vulnerability Assessment
Education
Syracuse University 1988 — 1992
Bachelor of Science, Accounting
Draper Laboratory May 2013 - Present
Speedline Technologies February 2012 - March 2013
Hamilton Storage Technologies February 2007 - February 2012
Tekcel January 2001 - February 2007
tekcel 2000 - February 2007
tekcel 2000 - 2007
Cybermedica Corporation August 2000 - January 2001
Fidelity Investments May 1999 - August 2000
Zymark Corporation (Caliper LS) 1997 - 1999
Zymark Corporation 1996 - 1998
Skills
Visual Basic, C#, SQL Server, SQL, .NET, Software Development, Agile, Web Services, Architecture, Visual C++, Machine Vision, Realtime Programming, Finite State Machines, Microsoft SQL Server, XML, Agile Methodologies, Automation, CRM, Architectures
Education
Suffolk University Law School 1991 — 1994
Doctor of Law (JD)
University of Massachusetts, Amherst 1987 — 1991
BA, Legal Studies
Fidelity Investments July 2004 - Present
Nortel Networks May 1997 - November 2002
Education
State University of New York Institute of Technology at Utica/Rome 1992 — 1994
BBA, Business, Marketing
Bank of America Merrill Lynch February 2007 - Present
Goldman, Sachs & Co. 2001 - 2007
Fidelity Investments 1996 - 2000
Prudential Financial 1992 - 1995
Skills
Hedge Funds, Series 7, Derivatives, Options, Prime Brokerage, Risk Management, FINRA, Series 24, Middle Office, Operational Risk, Swaps, Relationship Management, Capital Markets, Equities, Fixed Income, Bloomberg, Financial Services
Education
Fordham University - Graduate School of Business Administration 1998 — 2001
MBA, Business
Susquehanna University 1987 — 1991
BA, Economics
BOX Options Exchange May 2006 - Present
NASDAQ OMX BX 2008 - 2012
Fidelity Investments February 2004 - April 2006
Fidelity Investments July 2001 - February 2004
Fidelity Investments February 2000 - July 2001
Skills
Equities, Derivatives, Options, Capital Markets, Securities, Trading, Corporate Governance
Education
Suffolk University Law School 2001 — 2005
JD, Law
Syracuse University 1995 — 1999
Fidelity Investments Senior Credit AnalystDeutsche bank/Technology Leasing DivisionAugust 1999 - February 2003
Education
Suffolk University - Sawyer Business School 2001 — 2003
Fidelity Investments July 2006 - Present
MS&L Public Relations 2002 - 2006
Manning Selvage and Lee 2002 - 2006
Brodeur Worldwide 1995 - 2001
Skills
Corporate Communications, Public Relations, Media Relations, Strategic Communications, Integrated Marketing, Crisis Communications, Financial Services, Marketing Communications, Communication Training, Internal Communications, Press Releases, Thought Leadership, Message Development, Communications Planning
Education
Syracuse University 1983 — 1987
Bachelor of Science (BS), Television, Radio, Film Writing
Fidelity Investments March 2008 - Present
Fidelity Investments April 1994 - March 2008
Education
Suffolk University Law School
TIAA-CREF July 2013 - Present
DST Retirement Solutions February 2010 - June 2013
Fidelity Investments October 2008 - February 2010
Fidelity Investments March 2005 - October 2008
H&W Product November 2003 - March 2005
401(k) March 2002 - October 2003
Fidelity Investments December 1996 - March 1998
Deloitte May 1995 - December 1996
Deloitte & Touche LLP January 1995 - December 1996
Liberty Mutual Life Insurance Company May 1993 - January 1995
Skills
Consulting, Due Diligence, Marketing, Business Planning, Budgets, Finance, Market Analysis, Customer Service, Content Management, Legal Writing, Directing, Retirement, 401k, Pensions, Strategic Financial..., Marketing Strategy, Insurance, Process Improvement, Employee Benefits, Management, Analysis, Leadership, Defined Benefit, Retirement Planning, Product Management, Program Management, Relationship Management
Education
Suffolk University Law School 1992 — 1995
Juris Doctor, cum laude
Western New England College 1988 — 1989
Masters, Business Administration
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Science, Microbiology
Fidelity Investments November 2006 - Present
Education
Suffolk University Law School 1999 — 2002
HighTower Advisors February 2013 - Present
Merrill Lynch December 2008 - February 2013
Emergent Financial Services May 2008 - November 2008
Overture Investments September 2007 - May 2008
Societe Generale February 2006 - September 2007
Fidelity Investments November 2004 - November 2005
Fiserv Securities February 1990 - November 2005
Fiserv 2000 - 2005
Skills
Fixed Income, Trading, Securities, Integration, Investments, Financial Services, Product Management, Project Management, Electronic Trading, Wealth Management, Strategic Planning, Quality Assurance, Testing, Outsourcing, New Business Development
Education
Susquehanna University 1982 — 1986
Fidelity Investments January 2015 - Present
Fidelity Investments August 2008 - December 2014
Fidelity Investments February 2008 - April 2008
WilmerHale 2007 - 2008
Massachusetts Trial Court February 2005 - August 2006
Skills
Securities, Asset Management, Legal Research, Legal Assistance, Securities Regulation, Legal Writing, Westlaw, Corporate Law, Legal Compliance
Education
Suffolk University Law School 2001 — 2004
JD, cum laude
University of Massachusetts, Amherst 1997 — 2001
BA, summa cum laude, Psychology
The Law Office of Marla R. Margolis, LLC February 2005 - Present
Fidelity Investments September 2003 - January 2005
Control Delivery Systems (now pSivida) March 2001 - July 2003
eSupportnow.com (a division of Cross Country Automotive Services) October 1999 - October 2000
The Law Office of Marla R. Margolis June 1997 - October 1999
Fidelity Investments June 1996 - August 1997
Skills
Bankruptcy, Legal Writing, Family Law, Business Analysis, Legal Advice, Estate Planning, Corporate Law, Legal Research, Licensing, Mediation, Intellectual Property, Real Estate Transactions, Real Estate, Mergers, Contract Negotiation, Negotiation, Litigation, Management, Contract Management, Chapter 7
Education
Suffolk University Law School 1993 — 1996
JD, Law
University of Miami 1990 — 1992
BSC, English and Organizational Communication
Conestoga Sr. High School
High School Diploma, College Prep
Fidelity Investments
Skills
ERISA, Financial Services, Mutual Funds, Pensions, Retirement, Investments, Employee Benefits, 401k, Defined Benefit, Retirement Planning
Education
Suffolk University Law School 1999 — 2003
JD, Law
Texas A&M University-Commerce 1985 — 1989
Commerical Art
Harvard University November 2011 - Present
Harvard University August 2008 - November 2011
Fidelity Investments November 2006 - December 2009
Fidelity Investments October 2001 - November 2006
Authoria September 2000 - July 2001
Bank of Boston August 1996 - May 2000
Fidelity Investments June 1994 - July 1996
Bank of Boston June 1992 - June 1994
Skills
Employee Benefits, Human Resources, Vendor Management, Program Management, Talent Management, CRM, Management, Deferred Compensation, PeopleSoft, Analysis, Project Management, Personnel Management
Education
Suffolk University Law School 1996 — 2000
JD, Law
University of Massachusetts, Amherst 1971 — 1975
BA, Political Science
Loomis, Sayles & Company May 2015 - Present
Loomis, Sayles & Company March 2014 - Present
Loomis Sayles August 2010 - February 2014
State Street November 2009 - August 2010
State Street October 2008 - August 2009
Fidelity Investments August 2006 - December 2007
Evalueserve January 2005 - July 2006
Skills
Financial Modeling, Fixed Income, Investment Banking, Valuation, Investments, Equity Research, Mutual Funds, Strategy
Education
Symbiosis institute of Management Studies 2003 — 2005
MBA, Finance & Marketing
University of Mumbai 1998 — 2001
Bachelor of Commerce, Commerce & Economics
Fidelity Investments November 2013 - Present
Fidelity Investments 2011 - November 2013
Fidelity Investments 2010 - 2011
Fidelity Investments 2004 - 2009
Education
Suffolk University Law School 2002 — 2006
Doctor of Law (JD)
Fidelity Investments February 2012 - Present
Fidelity Investments January 2007 - February 2012
Skills
Series 7, Project Management, Equities, Securities, Six Sigma Green Belt..., Fixed Income, Six Sigma, Settlement, Financial Services, Business Analysis
Education
Susquehanna University 2001 — 2005
Harvard Business School Publishing September 2010 - Present
Harvard Business School Publishing January 2009 - September 2010
Fidelity Investments August 1992 - November 2008
Fidelity Investments 1992 - 2008
Data General February 1989 - August 1992
Travelers November 1987 - December 1988
S A Comunale 1985 - 1986
Education
Syracuse University 1983 — 1987
BS, Computer Science
Brown Brothers Harriman November 2010 - Present
Brown Brothers Harriman January 2009 - November 2010
Brown Brothers Harriman July 2003 - December 2009
Charles Schwab Investment Management March 1997 - May 2002
Fidelity Investments April 1995 - March 1997
Skills
Compliance, Mutual Funds, Securities, Asset Management, Investments, Financial Services, Due Diligence, Corporate Governance, Risk Management, Alternative Investments, Securities Regulation
Education
Suffolk University Law School 1991 — 1994
Doctor of Law (J.D.)
University of Massachusetts Dartmouth 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Co-Host of Money and the Law Radio Show on WMRC September 2012 - Present
Solares Hill Advisors March 2009 - Present
Marsden Law Group November 2006 - Present
Gosselin and Associates March 2009 - August 2010
Falco and Associates, P.C. 2007 - 2010
Fidelity Investments 1991 - 2007
Skills
Estate Planning, Wealth Management, Financial Advisory, Elder Law, Securities, Trusts, Financial Services, Tax, Finance, Mutual Funds, Wealth Management..., Insurance, Asset Protection, Real Estate, Wealth, Retirement, Equities, Financial Planners, Probation, Asset Management, FINRA, Investment Advisory, Portfolio Management, High Net Worth..., probate
Education
Suffolk University Law School 1998 — 2002
JD
University of Massachusetts, Amherst 1987 — 1991
BA, Economics
CAPTRUST January 2007 - Present
Fidelity Investments April 1991 - January 2008
SEI November 1978 - April 1991
SEI Investments 1978 - 1991
Education
Susquehanna University 1973 — 1978
BS, Finance, Economics
MassMutual May 2005 - Present
Fidelity Investments December 1998 - May 2005
Skills
Securities, FINRA, Mutual Funds, Financial Services, Securities Regulation
Education
Suffolk University Law School 1995 — 1998
JD
University of Massachusetts, Amherst 1991 — 1995
BA, Economics
Fidelity Investments April 1994 - May 2009
Education
Sul Ross State University 1981 — 1983
Fidelity Investments Director, Risk and ComplianceFidelity Personal Trust Company, FSBJune 2012 - Present
Fidelity Personal Trust Co. 1998 - May 2012
Education
Suffolk University Law School 1989 — 1991
JD, Law
Wheaton College (MA) 1981 — 1985
BA, Political Science
Investment Company Institute April 2004 - Present
Morgan, Lewis & Bockius LLP July 1998 - April 2004
Fidelity Investments February 1996 - July 1998
Education
Suffolk University Law School 1991 — 1995
JD
University of Michigan 1987 — 1991
BA, Political Science
Lexington High School 1985 — 1987
Fidelity Investments January 2007 - Present
Fidelity Investments January 2005 - December 2006
Skills
Program Management, Leadership, Financial Services, Risk Management, Management, Employee Benefits, Investments, Business Analysis, Mutual Funds, Process Improvement, Relationship Management, Vendor Management
Education
Tompkins Cortland Community College 1979 — 1981
AS, Business Administration
Syracuse University 1970 — 1972
English Major
Saint Agnes 1966 — 1970
High School Diploma
Fidelity Investments April 2012 - Present
Ameriprise Financial May 2010 - March 2012
Columbia Management June 2005 - March 2012
Bank of America 2005 - May 2010
MFS Investment Management 2004 - 2005
Deutsche Asset Management 1987 - 2004
Zurich Scudder Investments 1998 - 2002
Zurich Scudder Investments 1998 - 2002
Skills
Securities, Mutual Funds, FINRA, Hedge Funds, Alternative Investments, Securities Regulation, Investment Management, AML, Financial Regulation, Risk Management, Equities, Corporate Governance, Due Diligence, Financial Risk, Investment Advisers Act, Investment Company Act
Education
Suffolk University Law School 1991 — 1995
J.D., Finance, Law
Syracuse University - Martin J. Whitman School of Management 1984 — 1986
Bachelor of Science (BS), Finance, General
University of New Hampshire 1982 — 1984
Economics
Fidelity Investments November 2010 - Present
Bank of America Merrill Lynch January 2010 - October 2010
Bank of America October 1997 - September 2010
Fidelity Investments 1996 - 1998
U.S. Department of Labor 1993 - 1997
ADQ, Inc. 1985 - 1989
Skills
401k, Investments, Retirement, ERISA, Financial Services, Mutual Funds, Employee Benefits, Pensions, Securities, Risk Management, Series 7, Wealth Management, Asset Management, Portfolio Management
Education
Suffolk University Law School 1989 — 1991
J.D., Law
University of Rhode Island 1979 — 1983
BA, Psychology
EMC February 2008 - Present
Salesnet 2000 - 2008
Fidelity Investments 1996 - 2000
Cahners Publishing 1988 - 1996
Several School Districts 1982 - 1988
Education
University of Massachusetts Boston 1987 — 1993
Computer Science
Swarthmore College 1975 — 1979
BA, Biology
Columbia Management Investment Advisers, LLC November 2013 - Present
Columbia Management Investment Advisers, LLC May 2010 - October 2013
Bank of America July 2005 - May 2010
Deutsche Asset Management April 1999 - July 2005
Fidelity Investments September 1998 - April 1999
BNY Mellon January 1996 - August 1998
BNY Mellon July 1993 - December 1995
BNY Mellon September 1987 - June 1993
Skills
Mutual Funds, Asset Managment, Corporate Governance, Due Diligence, Alternative Investments, Investments, Securities Regulation, Operational Risk..., Financial Services
Education
Suffolk University Law School 1990 — 1994
Doctor of Law (J.D.), cum laude, Law
Wellesley College 1983 — 1987
Bachelor of Arts (B.A.), History
Fidelity Investments April 2014 - Present
Fidelity Investments June 2011 - March 2014
Fidelity Investments October 2010 - May 2011
Fidelity Investments August 2007 - September 2010
Fidelity Investments August 2006 - July 2007
Fidelity Investments July 2005 - July 2006
Skills
Series 7, Insurance, Series 63, Investments, Strategic Financial..., Finance, Management, Investment Strategies, Strategy, Retirement Planning, Sales, Training, Fixed Annuities, Coaching, Financial Risk
Education
Susquehanna University 2001 — 2005
Business, Finance
Philips August 2013 - Present
Philips Healthcare April 2011 - August 2013
Fidelity Investments June 2010 - March 2011
Fidelity Investments August 2008 - June 2010
Fidelity Investments June 2007 - August 2008
Fidelity Investments October 2005 - June 2007
Elliot Hospital September 2004 - 2005
OXiGENE, Inc. 2001 - 2004
OXiGENE, Inc. 2001 - 2004
OXiGENE, Inc. 2001 - 2004
Skills
Privacy Law, Privacy Compliance, Healthcare, Contract Negotiation, Risk Management, Compliance, Risk Assessment, Certified Information..., HIPAA, Strategic Planning, Process Improvement, Biotechnology, Policy, Medical Devices, Due Diligence, Program Management, Pharmaceutical Industry, Corporate Law, Medicaid, Health Law, Data Privacy, Financial Services, European Law, Cross-functional Team..., Security, Internal Audit, Legal Writing, Management
Education
Suffolk University Law School 2002 — 2005
Doctor of Law (J.D.), Health
University of Massachusetts, Amherst 1997 — 2001
Bachelor of Science (B.S.), History, French
Bishop Moore H.S.
St. Joseph and John
LA Care Provider October 2013 - Present
UPS May 2013 - September 2013
ProTech Solutions, Inc. May 2010 - April 2013
ICS Consulting (HR, Startup & Business Services) August 2009 - May 2010
LA Care Provider November 2008 - May 2009
Fidelity Investments March 2006 - October 2008
Skills
Business Intelligence, Consulting, Business Analysis, Talent Acquisition, Business Development, Data Warehousing, Recruiting, Project Management, Account Management, Management Consulting, Vendor Management, Sales, Strategic Planning, Management, PeopleSoft, SharePoint, CRM, OBIEE
Education
The University of Texas at Austin 1984 — 1986
None, Graduate Coursework
University of Alabama 1977 — 1981
Bachelor's degree, Communications/Computer Science, B
SUNY Adirondack 1976 — 1978
AAS, Business/Marketing, B
Aegerion Pharmaceuticals April 2015 - Present
State Street August 2014 - October 2014
Nuance Communications April 2014 - July 2014
Aspen Technology, Inc. April 2011 - April 2013
Fidelity Investments September 2006 - March 2011
Skills
Contract Negotiation, Contract Management, Drafting Agreements
Education
Suffolk University Law School
Broker Dealer Unit at MetLife October 2012 - Present
Fidelity Investments July 2003 - June 2010
Fidelity Investments July 2001 - July 2003
Skills
FINRA, Research, Contract Negotiation, Contract Management, Securities Regulation, Securities, Due Diligence, Legal Research, Mutual Funds, Legal Writing, Financial Services, SEC, Investments
Education
Suffolk University Law School 1999 — 2003
Juris Doctor
NORTHEASTERN UNIVERSITY 1992 — 1997
Bachelor of Science
Deutsche Bank January 2014 - Present
Merrill Edge September 2013 - January 2014
Fidelity Investments January 2012 - August 2013
The Energy Authority January 2011 - August 2011
Jacksonville Community Council Inc August 2010 - December 2010
BBDO. Summer June 2008 - August 2008
Skills
Microsoft Excel, Analysis, Data Analysis, Research, Project Planning, Non-profits, Program Management, Strategic Planning, Financial Modeling, Financial Analysis, Project Management, Business Analysis, Training, Microsoft Office, Public Speaking, Business Strategy, Budgets, Customer Service, Time Management, Recruiting, Risk Management, Process Improvement, Strategy
Education
Fachhochschule Köln and University of Warsaw 2010 — 2011
Master of Arts, International Management and Intercultural Communication
University of North Florida - College of Business Administration 2009 — 2011
Masters of Business Administration, International Business
Swarthmore College 2006 — 2009
Bachelor of Arts, Political Science and History
Stanton College Preparatory School
International Baccalaureate Diploma, with
Young Writers Workshop at University of Virginia 2004
International Relations
Fidelity Investments April 2013 - Present
Fidelity Investments March 2010 - April 2013
Fidelity Investments December 2007 - March 2010
Fidelity Investments October 2006 - December 2007
Fidelity Investments November 2005 - September 2006
Education
Boston University
B.A., English
Suffolk Law School
J.D.
Fidelity Investments 2007 - 2011
Cruise Network April 2003 - June 2006
Cruise Network 2003 - 2006
Education
Sullivan County Community College 1989 — 1991
Fidelity Investments September 2007 - Present
Ben & Jerry's March 2005 - February 2007
Advanced Energy January 2000 - October 2003
Skills
Process Improvement, Management, Risk Management, Six Sigma, Project Management, Operations Management, Vendor Management, MS Project, Quality Assurance, Project Planning, Customer Service, Leadership
Education
State University of New York at Canton 1985 — 1988
State Street January 2008 - Present
Fidelity Investments August 2002 - December 2007
Education
Suffolk University Law School 1995 — 1998
Doctor of Law (JD)
Fidelity Investments 2000 - 2008
Education
Suffolk University Law School 1996 — 1999
JD, Law