Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Angel Cruzado Angel Cruzado's Fidelity Investments Experience August 2012 - June 2014
Job Human Resources Director at Kabam
Industry Computer Software
Experience
Kabam June 2014 - Present
Fidelity Investments August 2012 - June 2014
Los Angeles Times May 2011 - June 2012
Microsoft March 2006 - June 2009
Medtronic Inc. January 2003 - February 2006
Sun Microsystems July 1999 - November 2001
Skills
Management Development, Strategic Planning, Project Management, Program Management, College Recruiting, Direct Recruiting, Integration, Turnaround Experience, Team Building, Organizational Design, Compensation, Employee Relations, Retention, Learning and Development, Talent Management, Leadership Development, Change Management, Executive Engagement, Problem Solving, Coaching, Executive Coaching, Consensus Building, International Human..., Human Resources, Recruiting, Deferred Compensation, Start-ups, Management, Business Strategy, Mergers & Acquisitions, Workforce Planning, Leadership, Personnel Management, Training, Onboarding, Interviews, Employee Benefits, Cross-functional Team..., Hiring, New Hire Orientations, Performance Management, Talent Acquisition, Succession Planning, Organizational..., Temporary Placement, Employee Engagement, Conflict Resolution, Strategy, HRIS, Applicant Tracking...
Education
Bentley University
Bachelor of Science
University of Wisconsin-Madison - School of Business
Master of Business Administration (M.B.A.), Management and Human Resources
Kabam June 2014 - Present
Fidelity Investments August 2012 - June 2014
Los Angeles Times May 2011 - June 2012
Microsoft March 2006 - June 2009
Medtronic Inc. January 2003 - February 2006
Sun Microsystems July 1999 - November 2001
Skills
Management Development, Strategic Planning, Project Management, Program Management, College Recruiting, Direct Recruiting, Integration, Turnaround Experience, Team Building, Organizational Design, Compensation, Employee Relations, Retention, Learning and Development, Talent Management, Leadership Development, Change Management, Executive Engagement, Problem Solving, Coaching, Executive Coaching, Consensus Building, International Human..., Human Resources, Recruiting, Deferred Compensation, Start-ups, Management, Business Strategy, Mergers & Acquisitions, Workforce Planning, Leadership, Personnel Management, Training, Onboarding, Interviews, Employee Benefits, Cross-functional Team..., Hiring, New Hire Orientations, Performance Management, Talent Acquisition, Succession Planning, Organizational..., Temporary Placement, Employee Engagement, Conflict Resolution, Strategy, HRIS, Applicant Tracking...
Education
Bentley University
Bachelor of Science
University of Wisconsin-Madison - School of Business
Master of Business Administration (M.B.A.), Management and Human Resources
Richard Goodman's Fidelity Investments Experience 2000 - 2007
Job Operations Administrator at State Street
Industry Financial Services
Experience
State Street May 2014 - November 2014
Waste Management November 2013 - March 2014
Mercer 2007 - 2013
Fidelity Investments 2000 - 2007
Putnam Investments 1994 - 2000
Higgins Associates, Pension Consultants 1992 - 1994
Skills
Portfolio Management, Investments, Data Analysis, Fund Accounting, Trading, Bloomberg Terminal, Financial Reporting, Microsoft Office, Management, Morningstar, Data Quality Control, ETFs, DST Hi-Performance, Performance Attribution, Mutual Funds, Performance Reporting, Advent Investment..., Factset, GIPS Compliance, Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration (MBA), Finance and Economics
Stonehill College
Bachelor's Degree, Marketing
State Street May 2014 - November 2014
Waste Management November 2013 - March 2014
Mercer 2007 - 2013
Fidelity Investments 2000 - 2007
Putnam Investments 1994 - 2000
Higgins Associates, Pension Consultants 1992 - 1994
Skills
Portfolio Management, Investments, Data Analysis, Fund Accounting, Trading, Bloomberg Terminal, Financial Reporting, Microsoft Office, Management, Morningstar, Data Quality Control, ETFs, DST Hi-Performance, Performance Attribution, Mutual Funds, Performance Reporting, Advent Investment..., Factset, GIPS Compliance, Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration (MBA), Finance and Economics
Stonehill College
Bachelor's Degree, Marketing
Daniel Boyer's Fidelity Investments Experience August 2015 - Present
Job Performance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments September 2013 - August 2015
Fidelity Investments October 2011 - September 2013
World Energy June 2010 - August 2010
New England Fabricated Metals Inc April 2009 - June 2010
SolidWorks Inc June 2008 - August 2008
New England Fabricated Metals May 2003 - 2008
Skills
SQL, Microsoft Excel, Accounting, Financial Analysis, Social Media, Microsoft Office, Access, Bloomberg, Time Management, Data Analysis, Financial Modeling, Finance, Financial Services, Financial Reporting, Valuation, Investments, Microsoft Word, Customer Service, Leadership, Analysis
Education
Bentley University 2007 — 2011
Bachelor Of Science, Finance and Economics
Fidelity Investments August 2015 - Present
Fidelity Investments September 2013 - August 2015
Fidelity Investments October 2011 - September 2013
World Energy June 2010 - August 2010
New England Fabricated Metals Inc April 2009 - June 2010
SolidWorks Inc June 2008 - August 2008
New England Fabricated Metals May 2003 - 2008
Skills
SQL, Microsoft Excel, Accounting, Financial Analysis, Social Media, Microsoft Office, Access, Bloomberg, Time Management, Data Analysis, Financial Modeling, Finance, Financial Services, Financial Reporting, Valuation, Investments, Microsoft Word, Customer Service, Leadership, Analysis
Education
Bentley University 2007 — 2011
Bachelor Of Science, Finance and Economics
Chris McFarlane Chris McFarlane's Fidelity Investments Experience 2000 - 2001
Job User Experience Lead @ Projector PSA, Inc.
Industry Computer Software
Experience
Projector PSA, Inc. May 2014 - Present
AIR Worldwide June 2007 - May 2014
AIR Worldwide June 2007 - May 2010
Human Factors International August 2004 - June 2007
Geonetics, Inc. August 2003 - March 2004
Monster.com 2004 - 2004
Expert InSite, Inc. 2000 - 2003
Bentley Design and Usability Center September 2001 - August 2002
Fidelity Investments 2000 - 2001
SAIC 1996 - 2000
Skills
Axure RP, MS Expression Blend, Translating..., Analysis, Wireframes, Designs, Usability Testing, Visio, Expression Blend, Axure, User Experience, Information Architecture, Databases, Agile Methodologies, Requirements Gathering, User-centered Design, User Interface, Heuristic Evaluation, SDLC, User Experience Design, User Interface Design, Usability
Education
Bentley College 2001 — 2003
MS
Maine Maritime Academy 1992 — 1996
BS
Projector PSA, Inc. May 2014 - Present
AIR Worldwide June 2007 - May 2014
AIR Worldwide June 2007 - May 2010
Human Factors International August 2004 - June 2007
Geonetics, Inc. August 2003 - March 2004
Monster.com 2004 - 2004
Expert InSite, Inc. 2000 - 2003
Bentley Design and Usability Center September 2001 - August 2002
Fidelity Investments 2000 - 2001
SAIC 1996 - 2000
Skills
Axure RP, MS Expression Blend, Translating..., Analysis, Wireframes, Designs, Usability Testing, Visio, Expression Blend, Axure, User Experience, Information Architecture, Databases, Agile Methodologies, Requirements Gathering, User-centered Design, User Interface, Heuristic Evaluation, SDLC, User Experience Design, User Interface Design, Usability
Education
Bentley College 2001 — 2003
MS
Maine Maritime Academy 1992 — 1996
BS
Paul Bussiere's Fidelity Investments Experience 1999 - 2008
Job Certified Records Manager
Industry Architecture & Planning
Experience
Stantec January 2009 - Present
Fidelity Investments 1999 - 2008
Investors Bank & Trust January 2007 - May 2007
Huron Consulting Group January 2006 - December 2006
Ernst & Young April 2004 - October 2006
Charrette 1984 - 1996
Skills
Records Management, Process Improvement, Document Management, Information Management, Business Analysis, Strategic Planning, Project Management, Risk Management, Knowledge Management, Governance, Change Management, Business Process..., Program Management, SharePoint, Vendor Management, Management, Enterprise Content..., Budgets, Cross-functional Team..., Policy, Business Strategy, Strategy, IT Management, Outlook, Software Documentation, Analysis, Litigation Support, Project Planning, CRM, Leadership
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1986 — 1987
MBA, Business Economics
Bentley University 1980 — 1984
BS, Marketing/Management
Stantec January 2009 - Present
Fidelity Investments 1999 - 2008
Investors Bank & Trust January 2007 - May 2007
Huron Consulting Group January 2006 - December 2006
Ernst & Young April 2004 - October 2006
Charrette 1984 - 1996
Skills
Records Management, Process Improvement, Document Management, Information Management, Business Analysis, Strategic Planning, Project Management, Risk Management, Knowledge Management, Governance, Change Management, Business Process..., Program Management, SharePoint, Vendor Management, Management, Enterprise Content..., Budgets, Cross-functional Team..., Policy, Business Strategy, Strategy, IT Management, Outlook, Software Documentation, Analysis, Litigation Support, Project Planning, CRM, Leadership
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1986 — 1987
MBA, Business Economics
Bentley University 1980 — 1984
BS, Marketing/Management
Terri Swiderski's Fidelity Investments Experience June 2008 - August 2010
Job Senior Marketing Associate at Dimensional Fund Advisors
Industry Marketing and Advertising
Experience
Dimensional Fund Advisors October 2014 - Present
SSgA July 2012 - October 2014
SSgA August 2010 - August 2012
Fidelity Investments June 2008 - August 2010
Fidelity Investments January 2006 - May 2008
Fidelity Investments June 2004 - January 2006
Skills
Asset Managment, Mutual Funds, Equities, Fund Accounting, Investments, Bloomberg, Series 63, Financial Analysis, Financial Services, Fixed Income, Series 7, Financial Modeling, Relationship Management, Securities, Hedge Funds, Investment Management, Strategic Financial..., Alternative Investments, Valuation, Risk Management, Asset Allocation, Series 6, Wealth Management, Business Development, Analytics, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2010
MBA, Management
Fairfield University 2000 — 2004
BS, Marketing w/ concentration in Integrated Communications
Dimensional Fund Advisors October 2014 - Present
SSgA July 2012 - October 2014
SSgA August 2010 - August 2012
Fidelity Investments June 2008 - August 2010
Fidelity Investments January 2006 - May 2008
Fidelity Investments June 2004 - January 2006
Skills
Asset Managment, Mutual Funds, Equities, Fund Accounting, Investments, Bloomberg, Series 63, Financial Analysis, Financial Services, Fixed Income, Series 7, Financial Modeling, Relationship Management, Securities, Hedge Funds, Investment Management, Strategic Financial..., Alternative Investments, Valuation, Risk Management, Asset Allocation, Series 6, Wealth Management, Business Development, Analytics, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2010
MBA, Management
Fairfield University 2000 — 2004
BS, Marketing w/ concentration in Integrated Communications
Neil M. Perry Neil M. Perry's Fidelity Investments Experience 2008 - 2011
Job DirectorAccounting and Process
Industry Building Materials
Experience
Stonewood Products May 2013 - Present
Fidelity Investments 2008 - 2011
Fidelity Investments 2001 - 2007
Fidelity Employer Services January 1998 - May 2001
Fund Accounting & Pricing September 1992 - December 1997
State Street Bank April 1987 - April 1992
Wackenhut July 1980 - April 1987
Skills
Business Analysis, Process Improvement, Project Management, Analysis, Software Documentation, Data Analysis, Management, Leadership, Start-ups, Outsourcing, Financial Services, Accounting, Customer Service, Coaching, Mutual Funds, Securities
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1993
MBA, Management
Nichols College 1974 — 1978
BS, Accounting
Stonewood Products May 2013 - Present
Fidelity Investments 2008 - 2011
Fidelity Investments 2001 - 2007
Fidelity Employer Services January 1998 - May 2001
Fund Accounting & Pricing September 1992 - December 1997
State Street Bank April 1987 - April 1992
Wackenhut July 1980 - April 1987
Skills
Business Analysis, Process Improvement, Project Management, Analysis, Software Documentation, Data Analysis, Management, Leadership, Start-ups, Outsourcing, Financial Services, Accounting, Customer Service, Coaching, Mutual Funds, Securities
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1993
MBA, Management
Nichols College 1974 — 1978
BS, Accounting
Armen Apelian, CFA's Fidelity Investments Experience June 2015 - Present
Job Director, Investment Product at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2015 - Present
Skills
Bloomberg, Alternative Investments, Mutual Funds, Hedge Funds, Morningstar Direct
Education
Bentley University 2001 — 2005
BS, Finance
Fidelity Investments June 2015 - Present
Skills
Bloomberg, Alternative Investments, Mutual Funds, Hedge Funds, Morningstar Direct
Education
Bentley University 2001 — 2005
BS, Finance
Brian Shaw's Fidelity Investments Experience June 2005 - September 2005
Job Passionate Entrepreneur, Strategist, Business Analyst Beer Geek!
Industry Executive Office
Experience
Craft Beer Cellar - Newton January 2013 - Present
Brian Shaw 2010 - Present
Social Boston Sports, LLC January 2007 - Present
Social Boston Sports, LLC January 2007 - August 2011
Benchmark Assisted Living September 2006 - July 2008
Atlantic Financial January 2005 - May 2006
Fidelity Investments June 2005 - September 2005
Cubist Pharmaceuticals June 2004 - October 2004
Skills
Revenue Generation, Strategic Analysis, Small Business..., New Business Development, Financial Analysis, Sponsorship Development, Strategic Partnerships, Business Expansion, Sales Growth, Profitability..., Identifying New..., Entrepreneur, Advanced Excel Modeling, Dashboard / KPI Creation, Plan Execution, Strategic Initiatives, Key Performance..., Entrepreneurship, Business Development, Microsoft Excel, Large-scale Event..., Networking, Analysis, Event Management, Event Planning, Direct Sales, Sponsorship, Business Strategy, Cross-functional Team..., Process Improvement, Business Analysis, Analytics, Owner-managed businesses, Event Photography, Operations Management, Management, New Business..., Strategy
Education
Bentley University 2002 — 2006
BS, Finance. M: Management
Austin Preparatory School 1997 — 2002
HS Diploma
Craft Beer Cellar - Newton January 2013 - Present
Brian Shaw 2010 - Present
Social Boston Sports, LLC January 2007 - Present
Social Boston Sports, LLC January 2007 - August 2011
Benchmark Assisted Living September 2006 - July 2008
Atlantic Financial January 2005 - May 2006
Fidelity Investments June 2005 - September 2005
Cubist Pharmaceuticals June 2004 - October 2004
Skills
Revenue Generation, Strategic Analysis, Small Business..., New Business Development, Financial Analysis, Sponsorship Development, Strategic Partnerships, Business Expansion, Sales Growth, Profitability..., Identifying New..., Entrepreneur, Advanced Excel Modeling, Dashboard / KPI Creation, Plan Execution, Strategic Initiatives, Key Performance..., Entrepreneurship, Business Development, Microsoft Excel, Large-scale Event..., Networking, Analysis, Event Management, Event Planning, Direct Sales, Sponsorship, Business Strategy, Cross-functional Team..., Process Improvement, Business Analysis, Analytics, Owner-managed businesses, Event Photography, Operations Management, Management, New Business..., Strategy
Education
Bentley University 2002 — 2006
BS, Finance. M: Management
Austin Preparatory School 1997 — 2002
HS Diploma
Adam Swain's Fidelity Investments Experience August 2009 - September 2011
Job User Experience Researcher at Constant Contact
Industry Research
Experience
Constant Contact September 2014 - Present
Bentley University September 2013 - Present
Constant Contact July 2014 - September 2014
CustomMade Ventures July 2012 - November 2013
Fidelity Investments August 2009 - September 2011
Skills
Product Management, Microsoft Office, Project Management, Requirements Gathering, User Experience, Information Design, User Research, Persona, Mobile Applications, Human Factors, Mobile Devices, User Interface Design, Analytics, Usability, Usability Testing, Agile Methodologies
Education
Bentley University 2013 — 2015
Master of Science (MS), Human Factors in Information Design
Boston College
Bachelor's degree, Political Science
Constant Contact September 2014 - Present
Bentley University September 2013 - Present
Constant Contact July 2014 - September 2014
CustomMade Ventures July 2012 - November 2013
Fidelity Investments August 2009 - September 2011
Skills
Product Management, Microsoft Office, Project Management, Requirements Gathering, User Experience, Information Design, User Research, Persona, Mobile Applications, Human Factors, Mobile Devices, User Interface Design, Analytics, Usability, Usability Testing, Agile Methodologies
Education
Bentley University 2013 — 2015
Master of Science (MS), Human Factors in Information Design
Boston College
Bachelor's degree, Political Science
David Donohoe David Donohoe's Fidelity Investments Experience June 2004 - July 2005
Job Central Review Principal at PNC
Industry Financial Services
Experience
PNC Investments LLC January 2013 - Present
Lynnfield, MA 2012 - Present
Mercer Securities July 2005 - April 2012
Fidelity Investments June 2004 - July 2005
C.E. Unterberg, Towbin September 2001 - May 2002
Corporate Sponsors International June 2001 - August 2001
Chase Manhattan Bank May 1997 - June 2000
Skills
Series 7, Series 63, Series 24, Series 65, Securities
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.), Finance
Bentley College 1992 — 1994
Master of Science (M.S.), Accountancy
Georgetown University 1988 — 1992
Bachelor of Arts (B.A.), Economics
PNC Investments LLC January 2013 - Present
Lynnfield, MA 2012 - Present
Mercer Securities July 2005 - April 2012
Fidelity Investments June 2004 - July 2005
C.E. Unterberg, Towbin September 2001 - May 2002
Corporate Sponsors International June 2001 - August 2001
Chase Manhattan Bank May 1997 - June 2000
Skills
Series 7, Series 63, Series 24, Series 65, Securities
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.), Finance
Bentley College 1992 — 1994
Master of Science (M.S.), Accountancy
Georgetown University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Brian Lampron's Fidelity Investments Experience May 1997 - July 1998
Job Director of Investment Consulting Services at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network August 2005 - Present
LPL March 2003 - July 2005
Financial Perspectives February 2000 - December 2003
Wells Fargo Capital Finance - Foothill Capital July 1998 - December 1999
Fidelity Investments May 1997 - July 1998
Skills
Series 7, Series 63, Series 24, AIF designation, Mutual Funds, Asset Allocation, Investment Strategies, Wealth Management
Education
Bentley University 1993 — 1997
BA, Accounting
Pentucket High
Commonwealth Financial Network August 2005 - Present
LPL March 2003 - July 2005
Financial Perspectives February 2000 - December 2003
Wells Fargo Capital Finance - Foothill Capital July 1998 - December 1999
Fidelity Investments May 1997 - July 1998
Skills
Series 7, Series 63, Series 24, AIF designation, Mutual Funds, Asset Allocation, Investment Strategies, Wealth Management
Education
Bentley University 1993 — 1997
BA, Accounting
Pentucket High
Daniel Carey Daniel Carey's Fidelity Investments Experience April 1995 - May 1997
Job Client Service Manager at Empower Retirement (same position, new company name)
Industry Financial Services
Experience
EMPOWER Retirement January 2015 - Present
Putnam Investments August 2014 - December 2014
Based in the greater Boston, north shore, metro-west and southern NH areas. Will travel for company. January 2014 - August 2014
Mercer July 2005 - December 2013
Putnam Investments May 1997 - June 2005
Fidelity Investments April 1995 - May 1997
Equifax March 1992 - April 1995
Calvin Klein January 1990 - February 1992
Skills
401k, Defined Contribution, Defined Benefit, Microsoft Excel, Team Leadership, Community Service, MS Access, MS Word, CRM, Alternative Investments, ERISA, Account Reconciliation, Microsoft Word, Mutual Funds, Data Analysis, Series 7, Series 6, Finance, Series 63, Human Resources, Strategic Financial..., Internal Controls, Pensions, Recruiting, Benefits Administration, Databases, Administration, Retirement, Process Improvement, Variance Analysis, Investments, Securities, Access, Internal Audit, Employee Benefits, Relationship Management, Budgets, Investment Management, Retirement Plan..., Financial Services, Asset Management, Risk Management, Fundraising, Financial Modeling, Business Analysis, Pension Administration, Financial Analysis, Financial Planning
Education
Bentley University
Pension and Employee Benefits Certificate, Benefits, 3.0
University of Massachusetts, Amherst
BS, Math Actuarial Science
EMPOWER Retirement January 2015 - Present
Putnam Investments August 2014 - December 2014
Based in the greater Boston, north shore, metro-west and southern NH areas. Will travel for company. January 2014 - August 2014
Mercer July 2005 - December 2013
Putnam Investments May 1997 - June 2005
Fidelity Investments April 1995 - May 1997
Equifax March 1992 - April 1995
Calvin Klein January 1990 - February 1992
Skills
401k, Defined Contribution, Defined Benefit, Microsoft Excel, Team Leadership, Community Service, MS Access, MS Word, CRM, Alternative Investments, ERISA, Account Reconciliation, Microsoft Word, Mutual Funds, Data Analysis, Series 7, Series 6, Finance, Series 63, Human Resources, Strategic Financial..., Internal Controls, Pensions, Recruiting, Benefits Administration, Databases, Administration, Retirement, Process Improvement, Variance Analysis, Investments, Securities, Access, Internal Audit, Employee Benefits, Relationship Management, Budgets, Investment Management, Retirement Plan..., Financial Services, Asset Management, Risk Management, Fundraising, Financial Modeling, Business Analysis, Pension Administration, Financial Analysis, Financial Planning
Education
Bentley University
Pension and Employee Benefits Certificate, Benefits, 3.0
University of Massachusetts, Amherst
BS, Math Actuarial Science
Colin Whooten Colin Whooten's Fidelity Investments Experience August 2012 - August 2013
Job Product Manager at Nokia Technologies
Industry Information Technology and Services
Experience
Nokia Technologies August 2015 - Present
Zipongo - We Make it Easy to Eat Well July 2014 - August 2015
DriverSide March 2014 - July 2014
Wells Fargo, Emerging Technologies Team August 2013 - February 2014
Fidelity Investments August 2012 - August 2013
EZGC.co August 2012 - May 2013
athenahealth January 2012 - August 2012
Fidelity Investments June 2004 - January 2012
Skills
Agile Methodologies, Agile Project Management, Requirements Gathering, Business Analysis, Project Management, SaaS, Product Management, JIRA, User Experience, Software Development, Systems Analysis, SQL, Software Project..., Data Analysis, Testing, Business Process, Oracle, Product Development, Scrum, Start-ups, Mobile Technology, Program Management, Wireframes, User Interface Design, Professional Scrum..., CSS, Web Applications, Visio, Business Process..., Product Design, Mobile Design, Leadership, HTML, Data Modeling
Education
Bentley University 2003 — 2005
BS, Computer Information Systems
Lehigh University 2001 — 2003
BS, Business Information Systems
Nokia Technologies August 2015 - Present
Zipongo - We Make it Easy to Eat Well July 2014 - August 2015
DriverSide March 2014 - July 2014
Wells Fargo, Emerging Technologies Team August 2013 - February 2014
Fidelity Investments August 2012 - August 2013
EZGC.co August 2012 - May 2013
athenahealth January 2012 - August 2012
Fidelity Investments June 2004 - January 2012
Skills
Agile Methodologies, Agile Project Management, Requirements Gathering, Business Analysis, Project Management, SaaS, Product Management, JIRA, User Experience, Software Development, Systems Analysis, SQL, Software Project..., Data Analysis, Testing, Business Process, Oracle, Product Development, Scrum, Start-ups, Mobile Technology, Program Management, Wireframes, User Interface Design, Professional Scrum..., CSS, Web Applications, Visio, Business Process..., Product Design, Mobile Design, Leadership, HTML, Data Modeling
Education
Bentley University 2003 — 2005
BS, Computer Information Systems
Lehigh University 2001 — 2003
BS, Business Information Systems
Aaron DeCoste's Fidelity Investments Experience 2010 - 2015
Job Vice President at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company 2015 - Present
Fidelity Investments 2010 - 2015
First Wind 2009 - 2010
TransCanada 2007 - 2009
UBS Investment Bank 2005 - 2007
KPMG US 2003 - 2005
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Treasury, Corporate FP&A, Due Diligence, Portfolio Management, Strategy, Private Equity, M&A Modeling, Finance, Investments, M&A evaluation, Budget Forecasts, Hyperion Planning, MySQL, KPI Reports, Turnaround Strategy, Turnaround Specialist, Debt Restructuring, Debt Management, Cash Management, Cash Flow Forecasting, Business Strategy, Product Management, Financial Analysis, Financial Reporting, Financial Accounting, Strategic Planning, Business Development, Forecasting, Venture Capital, Accounting, Budgets, Risk Management, Equities, Hedging, Bloomberg, Capital Markets, Structured Finance, Structured Products, Executive Management, Swaps, Commodity, Asset Management, Hedge Funds, Corporate Finance, Financial Structuring, SQL, VBA
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science (M.Sc.), Finance
Bentley University
Bachelor of Science (B.Sc.), Finance, Minor Mathematics
Loomis, Sayles & Company 2015 - Present
Fidelity Investments 2010 - 2015
First Wind 2009 - 2010
TransCanada 2007 - 2009
UBS Investment Bank 2005 - 2007
KPMG US 2003 - 2005
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Treasury, Corporate FP&A, Due Diligence, Portfolio Management, Strategy, Private Equity, M&A Modeling, Finance, Investments, M&A evaluation, Budget Forecasts, Hyperion Planning, MySQL, KPI Reports, Turnaround Strategy, Turnaround Specialist, Debt Restructuring, Debt Management, Cash Management, Cash Flow Forecasting, Business Strategy, Product Management, Financial Analysis, Financial Reporting, Financial Accounting, Strategic Planning, Business Development, Forecasting, Venture Capital, Accounting, Budgets, Risk Management, Equities, Hedging, Bloomberg, Capital Markets, Structured Finance, Structured Products, Executive Management, Swaps, Commodity, Asset Management, Hedge Funds, Corporate Finance, Financial Structuring, SQL, VBA
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)
Boston College - Wallace E. Carroll Graduate School of Management
Master of Science (M.Sc.), Finance
Bentley University
Bachelor of Science (B.Sc.), Finance, Minor Mathematics
Pat McGowan's Fidelity Investments Experience October 1986 - May 1997
Job Director of Finance at Informz
Industry Computer Software
Experience
Informz June 2013 - Present
Informz January 2012 - June 2013
COINS USA November 2001 - January 2012
PowerOne Media April 2000 - October 2001
First Albany Capital June 1997 - March 2000
Fidelity Investments October 1986 - May 1997
Skills
Forecasting, Financial Reporting, Financial Analysis, Managerial Finance, Finance, Accounting, Process Improvement, Budgets, General Ledger, Strategic Planning, Cash Flow, Business Planning, Contract Negotiation, Variance Analysis, Cash Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1993
MBA, Finance
State University of New York College at Cortland 1981 — 1985
BS, Economics
Informz June 2013 - Present
Informz January 2012 - June 2013
COINS USA November 2001 - January 2012
PowerOne Media April 2000 - October 2001
First Albany Capital June 1997 - March 2000
Fidelity Investments October 1986 - May 1997
Skills
Forecasting, Financial Reporting, Financial Analysis, Managerial Finance, Finance, Accounting, Process Improvement, Budgets, General Ledger, Strategic Planning, Cash Flow, Business Planning, Contract Negotiation, Variance Analysis, Cash Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1993
MBA, Finance
State University of New York College at Cortland 1981 — 1985
BS, Economics
Adam Orlandella's Fidelity Investments Experience May 2010 - Present
Job CPA, Experienced Strategic Finance and Accounting Professional
Industry Venture Capital & Private Equity
Experience
Fidelity Investments May 2010 - Present
KPMG LLP January 2007 - May 2010
Deloitte September 2000 - January 2007
Skills
CPA, Strategic Finance, Corporate Finance, Corporate FP&A, Mergers, External Audit, Strategic Financial..., Financial Analysis, Business Strategy, Accounting, Private Equity, Managerial Finance, Transaction Processing, SEC filings, US GAAP, Revenue Recognition, Big 4, Internal Controls, Sarbanes-Oxley Act, Consolidation, Financial Reporting, Due Diligence, Mergers & Acquisitions, Valuation
Education
Bentley University 1996 — 2000
BS, Accounting
Fidelity Investments May 2010 - Present
KPMG LLP January 2007 - May 2010
Deloitte September 2000 - January 2007
Skills
CPA, Strategic Finance, Corporate Finance, Corporate FP&A, Mergers, External Audit, Strategic Financial..., Financial Analysis, Business Strategy, Accounting, Private Equity, Managerial Finance, Transaction Processing, SEC filings, US GAAP, Revenue Recognition, Big 4, Internal Controls, Sarbanes-Oxley Act, Consolidation, Financial Reporting, Due Diligence, Mergers & Acquisitions, Valuation
Education
Bentley University 1996 — 2000
BS, Accounting
Abdullah Bhuiyan's Fidelity Investments Experience June 2004 - August 2004
Job Director of GRC and Information Security
Industry Financial Services
Experience
First Marblehead May 2014 - Present
TJX February 2013 - May 2014
The TJX Companies Inc September 2008 - January 2013
PricewaterhouseCoopers 2006 - 2008
Fidelity Investments June 2004 - August 2004
Skills
IT Audit, Internal Audit, Sarbanes-Oxley Act, Auditing, Process Improvement, SDLC, PCI DSS, Risk Assessment, Data Privacy, Microsoft Office, CISA, Enterprise Risk..., IT Operations, Vulnerability Assessment, ITIL, Sarbanes-Oxley, Business Process, Software Documentation, External Audit, Change Management, Security Audits, Vulnerability Management, Windows, Internal Controls, Financial Analysis, Financial Risk, Accounting, SAS70, Financial Audits, Information Risk &..., Privacy Policies, Financial Control, Financial Audit, Compliance Audits, Standards Compliance, Compliance Management, Oracle EBS - SOX,..., Mainframe ACF 2 -..., Network Auditing, Vulnerability Scanning, UNIX Audit, DB2 Audit, Program Development, Oracle Database Audit, Information Security, Vendor Management, Privacy Compliance, CIPP
Education
Bentley University 2005 — 2006
Bachelor's Degree, Corporate Finance and Accounting
University of Massachusetts, Amherst 2002 — 2005
Bachelor's Degree, Electrical Engineering; Economics and mat minor.
First Marblehead May 2014 - Present
TJX February 2013 - May 2014
The TJX Companies Inc September 2008 - January 2013
PricewaterhouseCoopers 2006 - 2008
Fidelity Investments June 2004 - August 2004
Skills
IT Audit, Internal Audit, Sarbanes-Oxley Act, Auditing, Process Improvement, SDLC, PCI DSS, Risk Assessment, Data Privacy, Microsoft Office, CISA, Enterprise Risk..., IT Operations, Vulnerability Assessment, ITIL, Sarbanes-Oxley, Business Process, Software Documentation, External Audit, Change Management, Security Audits, Vulnerability Management, Windows, Internal Controls, Financial Analysis, Financial Risk, Accounting, SAS70, Financial Audits, Information Risk &..., Privacy Policies, Financial Control, Financial Audit, Compliance Audits, Standards Compliance, Compliance Management, Oracle EBS - SOX,..., Mainframe ACF 2 -..., Network Auditing, Vulnerability Scanning, UNIX Audit, DB2 Audit, Program Development, Oracle Database Audit, Information Security, Vendor Management, Privacy Compliance, CIPP
Education
Bentley University 2005 — 2006
Bachelor's Degree, Corporate Finance and Accounting
University of Massachusetts, Amherst 2002 — 2005
Bachelor's Degree, Electrical Engineering; Economics and mat minor.
Arthur Mats's Fidelity Investments Experience June 2009 - June 2011
Job Senior Business Analyst at AIG
Industry Insurance
David Pisacich's Fidelity Investments Experience August 2015 - Present
Job Director, Investment Product at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments July 2012 - August 2015
Fidelity Investments June 2010 - July 2012
The Johnson Graduate School of Management, Cornell University August 2008 - June 2010
Fidelity Investments June 2009 - August 2009
Liberty Mutual Group July 2006 - July 2008
Liberty Mutual July 2004 - June 2006
Skills
Competitive Analysis, Cross-functional Team..., Corporate Finance, Business Planning, Financial Modeling, Financial Analysis, Data Analysis, Forecasting, Business Analysis, Strategy, Pricing, Risk Management, Product Management, Analysis, Strategic Financial..., Finance, Leadership, Business Strategy, Financial Services
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA
Bentley University 2000 — 2004
BS
Fidelity Investments August 2015 - Present
Fidelity Investments July 2012 - August 2015
Fidelity Investments June 2010 - July 2012
The Johnson Graduate School of Management, Cornell University August 2008 - June 2010
Fidelity Investments June 2009 - August 2009
Liberty Mutual Group July 2006 - July 2008
Liberty Mutual July 2004 - June 2006
Skills
Competitive Analysis, Cross-functional Team..., Corporate Finance, Business Planning, Financial Modeling, Financial Analysis, Data Analysis, Forecasting, Business Analysis, Strategy, Pricing, Risk Management, Product Management, Analysis, Strategic Financial..., Finance, Leadership, Business Strategy, Financial Services
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA
Bentley University 2000 — 2004
BS
Thomas Dearnley, CPA Thomas Dearnley, CPA's Fidelity Investments Experience 2000 - 2002
Job Principal at BlumShapiro
Industry Accounting
Experience
BlumShapiro November 2014 - Present
Feeley & Driscoll, P.C. October 2003 - November 2014
Kirkland, Albrecht & Fredrickson, P.C. September 2002 - October 2003
Fidelity Investments 2000 - 2002
Skills
Tax, Construction, Accounting, Mergers, Audit, Due Diligence, Financial Reporting, Manufacturing, Auditing, Strategic Planning, Mergers & Acquisitions, Corporate Tax, Financial Analysis, Finance, Forecasting, Internal Audit, CPA, GAAP, US GAAP, Internal Controls, Income Tax, Management Consulting, SEC filings
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2014
MBA / MST
Bryant University 1998 — 2002
B.S.
La Salle Academy 1994 — 1998
BlumShapiro November 2014 - Present
Feeley & Driscoll, P.C. October 2003 - November 2014
Kirkland, Albrecht & Fredrickson, P.C. September 2002 - October 2003
Fidelity Investments 2000 - 2002
Skills
Tax, Construction, Accounting, Mergers, Audit, Due Diligence, Financial Reporting, Manufacturing, Auditing, Strategic Planning, Mergers & Acquisitions, Corporate Tax, Financial Analysis, Finance, Forecasting, Internal Audit, CPA, GAAP, US GAAP, Internal Controls, Income Tax, Management Consulting, SEC filings
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2014
MBA / MST
Bryant University 1998 — 2002
B.S.
La Salle Academy 1994 — 1998
Brian Mahnken's Fidelity Investments Experience July 2002 - June 2005
Job Energy Data Manager at PowerAdvocate
Industry Oil & Energy
Experience
PowerAdvocate October 2014 - Present
Trinity Pharma Solutions March 2014 - October 2014
Opera Solutions April 2010 - March 2014
NaviNet November 2007 - April 2010
Emptoris June 2005 - October 2007
Fidelity Investments July 2002 - June 2005
Fidelity Investments September 1998 - July 2002
Skills
SDLC, Business Analysis, Business Intelligence, Integration, Leadership, Data Analysis, Analytics, Agile Methodologies, Vendor Management, Requirements Analysis, SaaS, SQL, Enterprise Software, Process Improvement, Management Consulting, Business Process..., Software Project..., Databases, Agile Project Management, Consulting, Business Analytics, Microsoft Office, IT Strategy, ETL, Software Development, Solution Architecture, Scrum, Requirements Gathering, SharePoint, XML, Analysis, Outsourcing, Testing, Pre-sales, Access, Change Management, User Experience, PMO, iRise, QlikView, HTML, BIQ, MySQL, MS Project, Product Management, Visio, JIRA, Informatica, Tableau, Cognos
Education
Bentley University 1994 — 1998
Bachelor of Science (BS), Computer Information Systems
PowerAdvocate October 2014 - Present
Trinity Pharma Solutions March 2014 - October 2014
Opera Solutions April 2010 - March 2014
NaviNet November 2007 - April 2010
Emptoris June 2005 - October 2007
Fidelity Investments July 2002 - June 2005
Fidelity Investments September 1998 - July 2002
Skills
SDLC, Business Analysis, Business Intelligence, Integration, Leadership, Data Analysis, Analytics, Agile Methodologies, Vendor Management, Requirements Analysis, SaaS, SQL, Enterprise Software, Process Improvement, Management Consulting, Business Process..., Software Project..., Databases, Agile Project Management, Consulting, Business Analytics, Microsoft Office, IT Strategy, ETL, Software Development, Solution Architecture, Scrum, Requirements Gathering, SharePoint, XML, Analysis, Outsourcing, Testing, Pre-sales, Access, Change Management, User Experience, PMO, iRise, QlikView, HTML, BIQ, MySQL, MS Project, Product Management, Visio, JIRA, Informatica, Tableau, Cognos
Education
Bentley University 1994 — 1998
Bachelor of Science (BS), Computer Information Systems
Stephen Belt's Fidelity Investments Experience April 1990 - August 2004
Job Accountant at BBK Worldwide
Industry Pharmaceuticals
Experience
BBK Worldwide 2009 - 2015
self-employed April 2009 - June 2009
Self-Employed August 2004 - June 2009
Fidelity Investments April 1990 - August 2004
Skills
Business Analysis, Data Analysis, Process Improvement, Analysis, Accounting, Budgets, Account Reconciliation, Accounts Payable, Accounts Receivable, Customer Service, Financial Analysis, Management, SDLC, Vendor Management, General Ledger, Finance, Project Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1986 — 1991
Master of Science, Information Systems
Bentley University 1977 — 1980
Bachelor of Science, Accounting
BBK Worldwide 2009 - 2015
self-employed April 2009 - June 2009
Self-Employed August 2004 - June 2009
Fidelity Investments April 1990 - August 2004
Skills
Business Analysis, Data Analysis, Process Improvement, Analysis, Accounting, Budgets, Account Reconciliation, Accounts Payable, Accounts Receivable, Customer Service, Financial Analysis, Management, SDLC, Vendor Management, General Ledger, Finance, Project Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1986 — 1991
Master of Science, Information Systems
Bentley University 1977 — 1980
Bachelor of Science, Accounting
Robert Spadano Robert Spadano's Fidelity Investments Experience September 1997 - March 2005
Job Independent Financial Adviser, CFA
Industry Investment Management
Experience
Seven Point Financial April 2005 - Present
Fidelity Investments September 1997 - March 2005
Skills
Retirement Planning, 401k, Investment Advisory, Financial Planning, Investments, Estate Planning, Portfolio Management, Insurance, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
University of Rhode Island 1989 — 1994
Bachelor's Degree, Economics
Seven Point Financial April 2005 - Present
Fidelity Investments September 1997 - March 2005
Skills
Retirement Planning, 401k, Investment Advisory, Financial Planning, Investments, Estate Planning, Portfolio Management, Insurance, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
University of Rhode Island 1989 — 1994
Bachelor's Degree, Economics
Dave Scoglio's Fidelity Investments Experience 2004 - August 2009
Job Chief Financial Officer at Strata Solar, LLC
Industry Renewables & Environment
Experience
Strata Solar, LLC September 2012 - Present
Asure Software January 2010 - September 2012
SGWI November 2009 - April 2012
Fidelity Investments 2004 - August 2009
Fidelity Investments June 2000 - 2004
Fidelity Investments 1998 - 2000
Skills
Finance, Mergers & Acquisitions, Corporate Finance, Accounting, Mergers, Start-ups, Managerial Finance, Financial Modeling, Analysis, Financial Analysis, Strategic Financial..., SEC filings, Forecasting, Revenue Recognition, Budgets, Outsourcing, Acquisition Integration, Management, Financial Reporting, Leadership, Executive Management, Business Process, Risk Management, Accounts Receivable, Negotiation, Divestitures, Due Diligence, Strategic Planning, Business Strategy, Organizational Design, Internal Controls, Sarbanes-Oxley Act, Financial Planning, SEC Filings
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
Masters' in Finance (MSF)
Bentley University 1995 — 1998
Bachelor's degree, Finance
Beverly High School 1990 — 1994
High School
St. John's the Evangelist, Beverly, MA 1982 — 1989
Strata Solar, LLC September 2012 - Present
Asure Software January 2010 - September 2012
SGWI November 2009 - April 2012
Fidelity Investments 2004 - August 2009
Fidelity Investments June 2000 - 2004
Fidelity Investments 1998 - 2000
Skills
Finance, Mergers & Acquisitions, Corporate Finance, Accounting, Mergers, Start-ups, Managerial Finance, Financial Modeling, Analysis, Financial Analysis, Strategic Financial..., SEC filings, Forecasting, Revenue Recognition, Budgets, Outsourcing, Acquisition Integration, Management, Financial Reporting, Leadership, Executive Management, Business Process, Risk Management, Accounts Receivable, Negotiation, Divestitures, Due Diligence, Strategic Planning, Business Strategy, Organizational Design, Internal Controls, Sarbanes-Oxley Act, Financial Planning, SEC Filings
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
Masters' in Finance (MSF)
Bentley University 1995 — 1998
Bachelor's degree, Finance
Beverly High School 1990 — 1994
High School
St. John's the Evangelist, Beverly, MA 1982 — 1989
Robert Barry Robert Barry's Fidelity Investments Experience 1995 - 2002
Job Worldwide Business Development Manager, Smarter Infrastructure at IBM
Industry Real Estate
Experience
IBM April 2014 - Present
IBM Global Services April 2011 - March 2014
TRIRIGA, an IBM Company January 2003 - March 2011
Fidelity Investments 1995 - 2002
Agency Management Services 1988 - 1995
IOCS 1981 - 1982
Education
TRIRIGA 2005 — 2005
Application Builder Certification, TRIRIGA Platform
Boston University 2002 — 2002
Java Programming
Boston University Questrom School of Business 1998 — 1999
PMP, Project Management Institute
Bentley University 1982 — 1983
CIS
University of Connecticut 1977 — 1981
BS, Accounting
IBM April 2014 - Present
IBM Global Services April 2011 - March 2014
TRIRIGA, an IBM Company January 2003 - March 2011
Fidelity Investments 1995 - 2002
Agency Management Services 1988 - 1995
IOCS 1981 - 1982
Education
TRIRIGA 2005 — 2005
Application Builder Certification, TRIRIGA Platform
Boston University 2002 — 2002
Java Programming
Boston University Questrom School of Business 1998 — 1999
PMP, Project Management Institute
Bentley University 1982 — 1983
CIS
University of Connecticut 1977 — 1981
BS, Accounting
Ana Belliard's Fidelity Investments Experience July 2014 - August 2014
Job Aspiring Corporate Financial Associate
Industry Financial Services
Experience
INROADS June 2015 - Present
UTC Sikorsky Aircraft June 2015 - August 2015
Fidelity Investments July 2014 - August 2014
Rafael Hernández Two-Way Bilingual School April 2014 - May 2014
Whittier Health Network July 2013 - August 2013
YouthBuild Boston July 2012 - August 2012
Hyde Square Task Force January 2010 - September 2011
The Steppingstone Foundation 2009 - 2010
Education
Bentley University 2015 — 2018
Bachelor’s Degree, Economics-Finance
University of Massachusetts Dartmouth 2014 — 2015
Bachelor's Degree, Business Administration and Management, General
Fenway High School
High School
INROADS June 2015 - Present
UTC Sikorsky Aircraft June 2015 - August 2015
Fidelity Investments July 2014 - August 2014
Rafael Hernández Two-Way Bilingual School April 2014 - May 2014
Whittier Health Network July 2013 - August 2013
YouthBuild Boston July 2012 - August 2012
Hyde Square Task Force January 2010 - September 2011
The Steppingstone Foundation 2009 - 2010
Education
Bentley University 2015 — 2018
Bachelor’s Degree, Economics-Finance
University of Massachusetts Dartmouth 2014 — 2015
Bachelor's Degree, Business Administration and Management, General
Fenway High School
High School
Bryant Leung, CFA, CPA's Fidelity Investments Experience October 2009 - December 2010
Job Senior Associate at Andersen Tax
Industry Financial Services
Experience
Andersen Tax September 2013 - Present
KPMG January 2011 - August 2013
Fidelity Investments October 2009 - December 2010
Deloitte & Touche September 2008 - May 2009
Education
Bentley University
Bachelor of Science, Accountancy
Randolph High School
Andersen Tax September 2013 - Present
KPMG January 2011 - August 2013
Fidelity Investments October 2009 - December 2010
Deloitte & Touche September 2008 - May 2009
Education
Bentley University
Bachelor of Science, Accountancy
Randolph High School
Christine Ahlgren's Fidelity Investments Experience 2006 - 2009
Job Financial Services Marketing Consulting
Industry Marketing and Advertising
Experience
Harland Clarke September 2015 - Present
Standard Register 2010 - August 2015
Fidelity Investments 2006 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 2001 - 2004
Skills
Financial Services, Product Management, Marketing Strategy, Marketing, Product Marketing, Direct Mail, Email Marketing, Competitive Analysis, Segmentation, Strategic Planning, Relationship Management, Product Development, Integrated Marketing, Marketing Management, Management, Leadership, Strategy, Analytics, Cross-functional Team..., B2B
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA, Finance Concentration
Bentley University 1990 — 1994
BA, Economics
Pinkerton 1986 — 1990
Harland Clarke September 2015 - Present
Standard Register 2010 - August 2015
Fidelity Investments 2006 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 2001 - 2004
Skills
Financial Services, Product Management, Marketing Strategy, Marketing, Product Marketing, Direct Mail, Email Marketing, Competitive Analysis, Segmentation, Strategic Planning, Relationship Management, Product Development, Integrated Marketing, Marketing Management, Management, Leadership, Strategy, Analytics, Cross-functional Team..., B2B
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA, Finance Concentration
Bentley University 1990 — 1994
BA, Economics
Pinkerton 1986 — 1990
Alex Helter, CFA, FRM's Fidelity Investments Experience February 2010 - January 2012
Job Portfolio Analytics Specialist at FactSet Research Systems
Industry Financial Services
Experience
FactSet Research Systems April 2013 - Present
MetLife January 2012 - March 2013
Fidelity Investments February 2010 - January 2012
Fidelity Investments May 2009 - February 2010
Fidelity Investments June 2007 - May 2009
Smith Barney May 2006 - August 2006
MFS May 2005 - August 2005
Fidelity Investments March 2003 - August 2004
Skills
Bloomberg, Factset, MSCI Barra, VBA, OBIEE, Excel, Access, PowerPoint, Outlook, Word, Microsoft Office 2007, Six Sigma, Oracle Discoverer, Oracle Financials, Essbase, Android, Morningstar Direct, Microsoft Excel
Education
Clark University 2007 — 2011
MBA, Finance, Accounting
Bentley University 2003 — 2007
B.S., Finance
FactSet Research Systems April 2013 - Present
MetLife January 2012 - March 2013
Fidelity Investments February 2010 - January 2012
Fidelity Investments May 2009 - February 2010
Fidelity Investments June 2007 - May 2009
Smith Barney May 2006 - August 2006
MFS May 2005 - August 2005
Fidelity Investments March 2003 - August 2004
Skills
Bloomberg, Factset, MSCI Barra, VBA, OBIEE, Excel, Access, PowerPoint, Outlook, Word, Microsoft Office 2007, Six Sigma, Oracle Discoverer, Oracle Financials, Essbase, Android, Morningstar Direct, Microsoft Excel
Education
Clark University 2007 — 2011
MBA, Finance, Accounting
Bentley University 2003 — 2007
B.S., Finance
Allison St Jean's Fidelity Investments Experience 2012 - 2015
Job Account Executive at MK Trade Incorporated
Industry Oil & Energy
Experience
MK Trade Incorporated 2015 - Present
Beachbody 2015 - Present
Fidelity Investments 2012 - 2015
Merrill Lynch June 2010 - 2013
Skills
Wealth Management, Equities, Series 7, Series 63, Financial Analysis, Thompson One, Bloomberg, Morningstar, Microsoft Office, Microsoft Excel, Mortgage Lending, High Net Worth..., Due Diligence, Mutual Funds, Portfolio Management, Finance, Management, Practice Management, Business Analytics, Series 65, Investments, Supply Management, Oil & Gas Industry, Leadership, Customer Service
Education
Bentley University 2006 — 2010
Bachelors of Science, Economics and Finance
MK Trade Incorporated 2015 - Present
Beachbody 2015 - Present
Fidelity Investments 2012 - 2015
Merrill Lynch June 2010 - 2013
Skills
Wealth Management, Equities, Series 7, Series 63, Financial Analysis, Thompson One, Bloomberg, Morningstar, Microsoft Office, Microsoft Excel, Mortgage Lending, High Net Worth..., Due Diligence, Mutual Funds, Portfolio Management, Finance, Management, Practice Management, Business Analytics, Series 65, Investments, Supply Management, Oil & Gas Industry, Leadership, Customer Service
Education
Bentley University 2006 — 2010
Bachelors of Science, Economics and Finance
David Alson's Fidelity Investments Experience June 1998 - July 1999
Job VP, Program Manager/Project Manager at Citizens Bank
Industry Information Technology and Services
Experience
Citizens Bank November 2010 - February 2012
Citizens Bank April 2010 - October 2010
Sun Life Financial January 2006 - February 2010
Aegis Associates May 2004 - December 2005
John Hancock Life Insurance Company (U.S.A.) July 2002 - May 2004
John Hancock Life Insurance Company (U.S.A.) January 2002 - July 2002
John Hancock Life Insurance Company (U.S.A.) November 2000 - January 2002
State Street July 1999 - November 2000
Fidelity Investments June 1998 - July 1999
Skills
Project Management, Program Management, Team Leadership, SDLC, Vendor Management, Project Planning, Business Analysis, PMO, Process Improvement, Requirements Analysis, Integration, MS Project, Management, Financial Services, Requirements Gathering, Enterprise Software, Project Portfolio..., Banking, Budgets, Microsoft Project
Education
Bentley University 2000 — 2001
Certificate, Computer Information Systems
Bentley University 1994 — 1998
Bachelor of Science, Finance
Citizens Bank November 2010 - February 2012
Citizens Bank April 2010 - October 2010
Sun Life Financial January 2006 - February 2010
Aegis Associates May 2004 - December 2005
John Hancock Life Insurance Company (U.S.A.) July 2002 - May 2004
John Hancock Life Insurance Company (U.S.A.) January 2002 - July 2002
John Hancock Life Insurance Company (U.S.A.) November 2000 - January 2002
State Street July 1999 - November 2000
Fidelity Investments June 1998 - July 1999
Skills
Project Management, Program Management, Team Leadership, SDLC, Vendor Management, Project Planning, Business Analysis, PMO, Process Improvement, Requirements Analysis, Integration, MS Project, Management, Financial Services, Requirements Gathering, Enterprise Software, Project Portfolio..., Banking, Budgets, Microsoft Project
Education
Bentley University 2000 — 2001
Certificate, Computer Information Systems
Bentley University 1994 — 1998
Bachelor of Science, Finance
Dan Lampl's Fidelity Investments Experience 2002 - 2005
Job Business and Investment Services Specialist
Industry Financial Services
Experience
Town of Framingham July 2008 - June 2014
FranNet New England October 2011 - December 2013
Fidelity Investments- Crosby Advisors 2007 - 2010
Fidelity Investments - Crosby Advisors 2005 - 2007
Fidelity Investments 2002 - 2005
Skills
Investments, Portfolio Management, Equities, Leadership, Strategic Planning, Business Planning, Consulting, Relationship Management, Process Improvement, Small Business, Funding, Due Diligence, Wealth Management, Finance, Risk Management, Financial Services, Hedge Funds, Mutual Funds, Franchise Consulting, Entrepreneurship, Training, Cross-functional Team..., Management, Start-ups, Mergers & Acquisitions
Education
Bentley University 1998 — 2002
Master's Degree, Finance
Boston University Questrom School of Business 1984 — 1987
BSBA, Concentration in Finance
Kimball Union Academy 1980 — 1984
Town of Framingham July 2008 - June 2014
FranNet New England October 2011 - December 2013
Fidelity Investments- Crosby Advisors 2007 - 2010
Fidelity Investments - Crosby Advisors 2005 - 2007
Fidelity Investments 2002 - 2005
Skills
Investments, Portfolio Management, Equities, Leadership, Strategic Planning, Business Planning, Consulting, Relationship Management, Process Improvement, Small Business, Funding, Due Diligence, Wealth Management, Finance, Risk Management, Financial Services, Hedge Funds, Mutual Funds, Franchise Consulting, Entrepreneurship, Training, Cross-functional Team..., Management, Start-ups, Mergers & Acquisitions
Education
Bentley University 1998 — 2002
Master's Degree, Finance
Boston University Questrom School of Business 1984 — 1987
BSBA, Concentration in Finance
Kimball Union Academy 1980 — 1984
Tony Fantasia's Fidelity Investments Experience June 1995 - February 1998
Job Service Delivery Implementation Manager at Commonwealth of Massachusetts
Industry Information Technology and Services
Experience
Commonwealth of Massachusetts (MassDOT) April 2014 - Present
Euro-Pro August 2013 - April 2014
Commonwealth of Massachusetts January 2012 - August 2013
Fresenius Medical Care March 2011 - January 2012
State Street May 2002 - July 2008
State Street Global Advisors March 2001 - May 2002
Brown Brothers Harriman February 1998 - March 2001
Fidelity Investments June 1995 - February 1998
TSSG October 1989 - March 1995
Skills
SDLC, ITIL, ETL, Enterprise Integration, Informatica, Project Management, Vendor Management, Visio, Business Process, Software Project..., Business Analysis, Data Integration, Enterprise Architecture, Management, Requirements Analysis, Software Development, IT Strategy, Strategy, Analysis, IT Management, PMP, Requirements Gathering
Education
Bentley University 1977 — 1981
BS, Computer Information Systems
Boston University 1995 — 1995
Certificate, Project Management
Commonwealth of Massachusetts (MassDOT) April 2014 - Present
Euro-Pro August 2013 - April 2014
Commonwealth of Massachusetts January 2012 - August 2013
Fresenius Medical Care March 2011 - January 2012
State Street May 2002 - July 2008
State Street Global Advisors March 2001 - May 2002
Brown Brothers Harriman February 1998 - March 2001
Fidelity Investments June 1995 - February 1998
TSSG October 1989 - March 1995
Skills
SDLC, ITIL, ETL, Enterprise Integration, Informatica, Project Management, Vendor Management, Visio, Business Process, Software Project..., Business Analysis, Data Integration, Enterprise Architecture, Management, Requirements Analysis, Software Development, IT Strategy, Strategy, Analysis, IT Management, PMP, Requirements Gathering
Education
Bentley University 1977 — 1981
BS, Computer Information Systems
Boston University 1995 — 1995
Certificate, Project Management
Austin Parker's Fidelity Investments Experience July 2013 - March 2015
Job Analyst at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group March 2015 - Present
Fidelity Investments July 2013 - March 2015
Hughey Center for Financial Services September 2012 - May 2013
Eaton Vance June 2012 - September 2012
Talon Asset Management, LLC June 2010 - August 2011
Skills
Bloomberg, Capital IQ, Microsoft Excel, Microsoft Word, Outlook, Finance, Portfolio Management, Investments, Trading, Analysis, Financial Modeling, Competitive Analysis, Microsoft Office, Financial Analysis, PowerPoint, Mutual Funds, Bloomberg Terminal
Education
Bentley University 2009 — 2013
B.S., Finance
The University of Manchester 2011 — 2011
Skaneateles High School 2005 — 2009
Crescent Capital Group March 2015 - Present
Fidelity Investments July 2013 - March 2015
Hughey Center for Financial Services September 2012 - May 2013
Eaton Vance June 2012 - September 2012
Talon Asset Management, LLC June 2010 - August 2011
Skills
Bloomberg, Capital IQ, Microsoft Excel, Microsoft Word, Outlook, Finance, Portfolio Management, Investments, Trading, Analysis, Financial Modeling, Competitive Analysis, Microsoft Office, Financial Analysis, PowerPoint, Mutual Funds, Bloomberg Terminal
Education
Bentley University 2009 — 2013
B.S., Finance
The University of Manchester 2011 — 2011
Skaneateles High School 2005 — 2009
Anthony Dagosto's Fidelity Investments Experience May 2007 - August 2007
Job Senior Associate at KPMG US
Industry Financial Services
Experience
KPMG US August 2012 - Present
QinetiQ North America January 2012 - March 2012
KPMG June 2011 - September 2011
W E C ASSOCIATES October 2010 - April 2011
Cubist Pharmaceuticals June 2010 - January 2011
Fidelity Investments May 2007 - August 2007
Skills
CPA
Education
Bentley University 2011 — 2012
Master of Science (M.S.), Accounting
Bentley University 2008 — 2011
Bachelor of Science, Accounting
KPMG US August 2012 - Present
QinetiQ North America January 2012 - March 2012
KPMG June 2011 - September 2011
W E C ASSOCIATES October 2010 - April 2011
Cubist Pharmaceuticals June 2010 - January 2011
Fidelity Investments May 2007 - August 2007
Skills
CPA
Education
Bentley University 2011 — 2012
Master of Science (M.S.), Accounting
Bentley University 2008 — 2011
Bachelor of Science, Accounting
Bill Schule's Fidelity Investments Experience April 2012 - Present
Job Mutual Fund Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Merrill Lynch March 2007 - March 2012
Goldenberg Hehmeyer & Co. January 2006 - February 2007
Investors Bank & Trust July 2005 - December 2005
Skills
Mutual Funds, Series 7, Securities, Bloomberg, Trading Systems, Asset Allocation, Bloomberg Terminal, Electronic Trading, Financial Analysis, Fund Accounting, Derivatives
Education
Bentley University 2001 — 2005
BS, Finance
Fidelity Investments April 2012 - Present
Merrill Lynch March 2007 - March 2012
Goldenberg Hehmeyer & Co. January 2006 - February 2007
Investors Bank & Trust July 2005 - December 2005
Skills
Mutual Funds, Series 7, Securities, Bloomberg, Trading Systems, Asset Allocation, Bloomberg Terminal, Electronic Trading, Financial Analysis, Fund Accounting, Derivatives
Education
Bentley University 2001 — 2005
BS, Finance
Angela LaVita Angela LaVita's Fidelity Investments Experience September 1990 - September 2013
Job Sr Data Proc Systems Analyst at City of Boston DOIT
Industry Financial Services
Experience
City of Boston DOIT July 2014 - Present
Fidelity Investments September 1990 - September 2013
Fidelity Investments September 1990 - August 1994
Skills
Financial Services, Mutual Funds, Fund Accounting, Fixed Income, Customer Service, Problem Solving, Team Management, Learning Quickly, Vendor Management, Securities, Equities, Bloomberg, Management, Corporate Actions, Quality Assurance, Process Improvement, SDLC, Business Analysis, Risk Management, Analysis, Requirements Analysis
Education
Bentley University 1985 — 1989
BS, Finance
Boston Latin School 1979 — 1985
City of Boston DOIT July 2014 - Present
Fidelity Investments September 1990 - September 2013
Fidelity Investments September 1990 - August 1994
Skills
Financial Services, Mutual Funds, Fund Accounting, Fixed Income, Customer Service, Problem Solving, Team Management, Learning Quickly, Vendor Management, Securities, Equities, Bloomberg, Management, Corporate Actions, Quality Assurance, Process Improvement, SDLC, Business Analysis, Risk Management, Analysis, Requirements Analysis
Education
Bentley University 1985 — 1989
BS, Finance
Boston Latin School 1979 — 1985
Abbey (Puchacz) Catmur Abbey (Puchacz) Catmur's Fidelity Investments Experience March 2012 - Present
Job Creative Director, Graphic Design and Multimedia at Fidelity Investments
Industry Graphic Design
Experience
Fidelity Investments March 2012 - Present
Fidelity Investments May 2010 - February 2012
Fidelity Investments May 2007 - April 2010
Common Impact June 2008 - June 2009
Fidelity Investments September 2005 - May 2007
Fidelity Investments December 2003 - August 2005
Whats Up Magazine January 2003 - May 2003
Waltham Boys and Girls Club September 2001 - May 2002
Skills
Flash, Dreamweaver, Illustrator, Layout, InDesign, Photoshop, Adobe Creative Suite, Logo Design, Web Design, Creative Direction
Education
Massachusetts College of Art and Design 2009 — 2010
Graduate Continuing Education
Bentley University 1999 — 2003
B.S.
Suffolk University
Masters Candidate
Fidelity Investments March 2012 - Present
Fidelity Investments May 2010 - February 2012
Fidelity Investments May 2007 - April 2010
Common Impact June 2008 - June 2009
Fidelity Investments September 2005 - May 2007
Fidelity Investments December 2003 - August 2005
Whats Up Magazine January 2003 - May 2003
Waltham Boys and Girls Club September 2001 - May 2002
Skills
Flash, Dreamweaver, Illustrator, Layout, InDesign, Photoshop, Adobe Creative Suite, Logo Design, Web Design, Creative Direction
Education
Massachusetts College of Art and Design 2009 — 2010
Graduate Continuing Education
Bentley University 1999 — 2003
B.S.
Suffolk University
Masters Candidate
David Weisman David Weisman's Fidelity Investments Experience September 2008 - November 2010
Job Director, LMS Academy at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance September 2013 - Present
Bentley University August 2011 - Present
InnoCentive July 2011 - September 2013
Babson College June 2011 - September 2011
Fidelity Investments September 2008 - November 2010
Fidelity Investments April 2007 - August 2008
Curves Framingham July 2006 - August 2007
Bergen Business Research February 2005 - October 2006
AMR Research August 2003 - February 2005
Forrester Research 1995 - 2002
Skills
Strategy, Business Strategy, Start-ups, Product Management, Leadership, CRM, Entrepreneurship, Strategic Planning, Consulting, Marketing Strategy, Management, Change Management, Process Improvement, Product Marketing, Go-to-market Strategy, Product Development, Program Management, Analysis, Enterprise Software, Public Speaking, Training, Open Innovation, Financial Services, Thought Leadership, Marketing, Business Development, Strategy Development, Competitive Analysis, Market Research, Sales, Executive Management, Design Thinking, Lean Manufacturing, Visionary, Research, Internet Strategy, Entrepreneur, Lean Management, Lean Thinking, Lean Transformation, Lean Operations
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Marketing
University of Connecticut 1981 — 1985
BSBA, Marketing
Bentley University
Guest Lecturer
Liberty Mutual Insurance September 2013 - Present
Bentley University August 2011 - Present
InnoCentive July 2011 - September 2013
Babson College June 2011 - September 2011
Fidelity Investments September 2008 - November 2010
Fidelity Investments April 2007 - August 2008
Curves Framingham July 2006 - August 2007
Bergen Business Research February 2005 - October 2006
AMR Research August 2003 - February 2005
Forrester Research 1995 - 2002
Skills
Strategy, Business Strategy, Start-ups, Product Management, Leadership, CRM, Entrepreneurship, Strategic Planning, Consulting, Marketing Strategy, Management, Change Management, Process Improvement, Product Marketing, Go-to-market Strategy, Product Development, Program Management, Analysis, Enterprise Software, Public Speaking, Training, Open Innovation, Financial Services, Thought Leadership, Marketing, Business Development, Strategy Development, Competitive Analysis, Market Research, Sales, Executive Management, Design Thinking, Lean Manufacturing, Visionary, Research, Internet Strategy, Entrepreneur, Lean Management, Lean Thinking, Lean Transformation, Lean Operations
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Marketing
University of Connecticut 1981 — 1985
BSBA, Marketing
Bentley University
Guest Lecturer
Danielle Esposito- Turner's Fidelity Investments Experience 2005 - 2007
Job Underwriting Director at Travelers
Industry Insurance
Experience
Travelers April 2014 - Present
Travelers June 2013 - Present
Travelers Insurance June 2007 - June 2013
Fidelity Investments 2005 - 2007
Village Automotive Group 2003 - 2005
Skills
Property & Casualty..., Underwriting, Commercial Lines, Mentoring, Commercial Insurance, Negotiation, Sales, Directors & Officers..., Liability, Umbrella Insurance, New Business Development, Claims Management, Claim, Employment Practices..., General Insurance, Professional Liability, Disability Insurance, Insurance, Workers Compensation, Brokers, Inland Marine
Education
Bentley University 2003 — 2007
Bachelors, Finance
Travelers April 2014 - Present
Travelers June 2013 - Present
Travelers Insurance June 2007 - June 2013
Fidelity Investments 2005 - 2007
Village Automotive Group 2003 - 2005
Skills
Property & Casualty..., Underwriting, Commercial Lines, Mentoring, Commercial Insurance, Negotiation, Sales, Directors & Officers..., Liability, Umbrella Insurance, New Business Development, Claims Management, Claim, Employment Practices..., General Insurance, Professional Liability, Disability Insurance, Insurance, Workers Compensation, Brokers, Inland Marine
Education
Bentley University 2003 — 2007
Bachelors, Finance
Cheryl Tullis's Fidelity Investments Experience August 2011 - Present
Job Senior Usability Specialist
Industry Design
Experience
Fidelity Investments August 2011 - Present
Design and Usability Center September 2010 - January 2011
Online Buddies, Inc. March 2009 - September 2009
Instron Corporation September 2008 - December 2008
Shoo, Geese! August 2008 - September 2008
The Bridge Journal September 2006 - May 2008
Foundation for Excellence in Education in Easton August 2002 - November 2007
Easton School System August 2006 - September 2007
The Bridge Journal September 2005 - May 2006
Gladworks Ad Agency June 2004 - September 2004
Skills
Photoshop, Illustrator, InDesign, Usability Testing, User Experience, User Interface Design, Information Architecture, Social Media
Education
Bentley University 2010 — 2011
MSHFID, Usability
Bridgewater State University 2003 — 2008
BA, Graphic Design, Psychology
Fidelity Investments August 2011 - Present
Design and Usability Center September 2010 - January 2011
Online Buddies, Inc. March 2009 - September 2009
Instron Corporation September 2008 - December 2008
Shoo, Geese! August 2008 - September 2008
The Bridge Journal September 2006 - May 2008
Foundation for Excellence in Education in Easton August 2002 - November 2007
Easton School System August 2006 - September 2007
The Bridge Journal September 2005 - May 2006
Gladworks Ad Agency June 2004 - September 2004
Skills
Photoshop, Illustrator, InDesign, Usability Testing, User Experience, User Interface Design, Information Architecture, Social Media
Education
Bentley University 2010 — 2011
MSHFID, Usability
Bridgewater State University 2003 — 2008
BA, Graphic Design, Psychology
Steven DelGrosso Steven DelGrosso's Fidelity Investments Experience September 2008 - March 2011
Job Global Pricing Manager at Corning Life Sciences
Industry Financial Services
Experience
Corning Life Sciences January 2013 - Present
Corning Life Sciences June 2011 - January 2013
Fidelity Investments September 2008 - March 2011
Herley Industries 2005 - 2007
Corning Cable Systems July 1999 - April 2004
Graybar 1995 - 1999
United States Marine Corps September 1990 - October 1997
Skills
Product Management, Solution Selling, Cross-functional Team..., Sales Management, Process Improvement, New Business Development, Key Account Management, Direct Sales, Business Analysis, Sales, Vendor Management, Marketing Strategy, Sales Operations, Business Strategy, Logistics, Business Process..., Contract Negotiation, Financial Analysis, Market Research, Negotiation, Channel Partners, Analysis, Management, Product Marketing, Financial Modeling, Account Management, Strategic Planning, Product Development, Forecasting, Change Management, Competitive Analysis, Business Development, Risk Management, Strategy, Telecommunications, Program Management, Pricing, Project Management, Salesforce.com, Leadership, Team Leadership, CRM, Operations Management, Wireless, Budgets, Business Planning, Six Sigma, Team Building, Project Planning, Customer Service
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
Master's degree, Finance, General
Northeastern University 1985 — 1990
Bachelor's degree, Economics
Corning Life Sciences January 2013 - Present
Corning Life Sciences June 2011 - January 2013
Fidelity Investments September 2008 - March 2011
Herley Industries 2005 - 2007
Corning Cable Systems July 1999 - April 2004
Graybar 1995 - 1999
United States Marine Corps September 1990 - October 1997
Skills
Product Management, Solution Selling, Cross-functional Team..., Sales Management, Process Improvement, New Business Development, Key Account Management, Direct Sales, Business Analysis, Sales, Vendor Management, Marketing Strategy, Sales Operations, Business Strategy, Logistics, Business Process..., Contract Negotiation, Financial Analysis, Market Research, Negotiation, Channel Partners, Analysis, Management, Product Marketing, Financial Modeling, Account Management, Strategic Planning, Product Development, Forecasting, Change Management, Competitive Analysis, Business Development, Risk Management, Strategy, Telecommunications, Program Management, Pricing, Project Management, Salesforce.com, Leadership, Team Leadership, CRM, Operations Management, Wireless, Budgets, Business Planning, Six Sigma, Team Building, Project Planning, Customer Service
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
Master's degree, Finance, General
Northeastern University 1985 — 1990
Bachelor's degree, Economics
Scott McIntire's Fidelity Investments Experience February 2011 - Present
Job Director, Online Channels at Fidelity Investments
Industry Internet
Experience
Fidelity Investments February 2011 - Present
AARP Services April 2007 - February 2011
Upromise October 2005 - April 2007
AP Insurance March 2004 - September 2005
Pioneer Investments March 2000 - November 2003
Thingworld.com March 1999 - March 2000
John Hancock Funds August 1997 - March 1999
Skills
Mobile Devices, SEM, CRM, Web Strategy, SEO, Web Analytics, User Experience, Analytics, Digital Marketing, Competitive Analysis, E-commerce, Integrated Marketing, Lead Generation, Marketing Strategy, Program Management, Online Advertising, Mobile Marketing, Product Management, Strategy, Interactive Marketing, Social Media Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
MBA, MIS
Boston University - School of Management 1984 — 1988
BSBA, Marketing
Fidelity Investments February 2011 - Present
AARP Services April 2007 - February 2011
Upromise October 2005 - April 2007
AP Insurance March 2004 - September 2005
Pioneer Investments March 2000 - November 2003
Thingworld.com March 1999 - March 2000
John Hancock Funds August 1997 - March 1999
Skills
Mobile Devices, SEM, CRM, Web Strategy, SEO, Web Analytics, User Experience, Analytics, Digital Marketing, Competitive Analysis, E-commerce, Integrated Marketing, Lead Generation, Marketing Strategy, Program Management, Online Advertising, Mobile Marketing, Product Management, Strategy, Interactive Marketing, Social Media Marketing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1999
MBA, MIS
Boston University - School of Management 1984 — 1988
BSBA, Marketing
Anne Mamaghani's Fidelity Investments Experience August 2003 - August 2003
Job Senior Manager, User Experience Research/Human Factors at eBay Inc
Industry Internet
Experience
eBay Inc January 2013 - Present
eBay October 2010 - January 2013
Yahoo! January 2005 - September 2010
Putnam Investments September 2003 - January 2005
Fidelity Investments August 2003 - August 2003
Bentley University Design and Usability Testing Center August 2002 - May 2003
NerveWire May 2000 - February 2003
Staples June 2002 - August 2002
Kenan Systems/Lucent Technologies 1999 - 2000
Student.Com 1998 - 1999
Skills
Task Analysis, Card Sorting, Contextual Inquiry, Participatory Design, Diary Studies, Paper Prototype..., Usability Evaluation, Ethnography, Personas, Concept Testing, Focus Group Facilitation, Cognitive Walkthroughs, Eye-Tracking, Remote Usability..., Surveys, Team Leadership, Data Triangulation, Content Management, Presentation..., Mentorship, Project Management, Information Design, Writing, Editing, Usability Testing, Presentations, Persona, Interaction Design, Usability, User-centered Design, Heuristic Evaluation, User Experience, Content Strategy, Accessibility, Analytics, Information Architecture, User Interface Design, Agile Methodologies, User Interface, Web Analytics, User Research, Strategy, Management, Wireframes, Product Management, Leadership, Mobile Devices, Mobile Applications, E-commerce
Education
Bentley University 2002 — 2003
Master of Science, Human Factors in Information Design, Human Factors, Information Design, Cognitive Psychology
Indiana University 1992 — 1996
Bachelor of Arts, Journalism, Journalism
eBay Inc January 2013 - Present
eBay October 2010 - January 2013
Yahoo! January 2005 - September 2010
Putnam Investments September 2003 - January 2005
Fidelity Investments August 2003 - August 2003
Bentley University Design and Usability Testing Center August 2002 - May 2003
NerveWire May 2000 - February 2003
Staples June 2002 - August 2002
Kenan Systems/Lucent Technologies 1999 - 2000
Student.Com 1998 - 1999
Skills
Task Analysis, Card Sorting, Contextual Inquiry, Participatory Design, Diary Studies, Paper Prototype..., Usability Evaluation, Ethnography, Personas, Concept Testing, Focus Group Facilitation, Cognitive Walkthroughs, Eye-Tracking, Remote Usability..., Surveys, Team Leadership, Data Triangulation, Content Management, Presentation..., Mentorship, Project Management, Information Design, Writing, Editing, Usability Testing, Presentations, Persona, Interaction Design, Usability, User-centered Design, Heuristic Evaluation, User Experience, Content Strategy, Accessibility, Analytics, Information Architecture, User Interface Design, Agile Methodologies, User Interface, Web Analytics, User Research, Strategy, Management, Wireframes, Product Management, Leadership, Mobile Devices, Mobile Applications, E-commerce
Education
Bentley University 2002 — 2003
Master of Science, Human Factors in Information Design, Human Factors, Information Design, Cognitive Psychology
Indiana University 1992 — 1996
Bachelor of Arts, Journalism, Journalism
Pete Roaf's Fidelity Investments Experience June 2011 - March 2012
Job Program Manager at Omgeo
Industry Financial Services
Experience
Omgeo December 2014 - Present
Omgeo December 2014 - Present
Omgeo March 2012 - December 2014
Fidelity Investments June 2011 - March 2012
Eliassen Group April 2010 - March 2012
Omgeo April 2010 - June 2011
JPMorgan Chase June 2008 - April 2010
Fidelity Investments July 2007 - January 2008
Keane Inc June 2006 - July 2007
Reebok - Fair Factories Clearinghouse September 2004 - May 2005
Skills
Program Management, Agile Project Management, Project Management, Agile Methodologies, Software Project..., Business Analysis, Management, Scrum, SDLC, PMO, Requirements Gathering, Vendor Management, Budgeting, Financial Services, PMP, Derivatives, Software Development, Requirements Analysis, Business Process, Pivot Tables, Business Requirements, Bass, Web Design, Risk Analysis, Leading Meetings, Visio, Version One, Risk Management, Process Improvement, Business Process..., Project Delivery, Resource Management, Certified Scrum Master..., Systems Analysis, Product Management, Consulting, MS Excel Pivot Tables
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MBA, Operations and Technology
Isenberg School of Management, UMass Amherst
B.B.A., Finance
Omgeo December 2014 - Present
Omgeo December 2014 - Present
Omgeo March 2012 - December 2014
Fidelity Investments June 2011 - March 2012
Eliassen Group April 2010 - March 2012
Omgeo April 2010 - June 2011
JPMorgan Chase June 2008 - April 2010
Fidelity Investments July 2007 - January 2008
Keane Inc June 2006 - July 2007
Reebok - Fair Factories Clearinghouse September 2004 - May 2005
Skills
Program Management, Agile Project Management, Project Management, Agile Methodologies, Software Project..., Business Analysis, Management, Scrum, SDLC, PMO, Requirements Gathering, Vendor Management, Budgeting, Financial Services, PMP, Derivatives, Software Development, Requirements Analysis, Business Process, Pivot Tables, Business Requirements, Bass, Web Design, Risk Analysis, Leading Meetings, Visio, Version One, Risk Management, Process Improvement, Business Process..., Project Delivery, Resource Management, Certified Scrum Master..., Systems Analysis, Product Management, Consulting, MS Excel Pivot Tables
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MBA, Operations and Technology
Isenberg School of Management, UMass Amherst
B.B.A., Finance
Christopher Dicesare's Fidelity Investments Experience January 2007 - February 2008
Job Senior Information Architect at Liberty Mutual Insurance
Industry Internet
Experience
Liberty Mutual Insurance April 2012 - Present
Liberty Mutual Insurance March 2010 - April 2012
Blue Cross Blue Shield of Massachusetts July 2008 - May 2009
Fidelity Investments January 2007 - February 2008
Design and Usability Center September 2005 - January 2007
Harvard-Partners Center for Genetics and Genomics May 2006 - November 2006
Tufts University September 2000 - August 2005
Skills
Information Architecture, User Experience, Human Factors, Usability Testing, Information Design, User-centered Design, Heuristic Evaluation, Focus Groups, Prototyping, Interaction Design, Wireframes, User Interface Design, Usability, Human Computer..., User Interface, Task Analysis, User Experience Design, Usability Engineering, User Research, Axure, Card Sorting
Education
Bentley University 2005 — 2006
MS, Human Factors in Information Design
Tufts University 2000 — 2005
MS, Chemistry
Trinity College-Hartford 1995 — 2000
BS, Physics, Chemistry
Liberty Mutual Insurance April 2012 - Present
Liberty Mutual Insurance March 2010 - April 2012
Blue Cross Blue Shield of Massachusetts July 2008 - May 2009
Fidelity Investments January 2007 - February 2008
Design and Usability Center September 2005 - January 2007
Harvard-Partners Center for Genetics and Genomics May 2006 - November 2006
Tufts University September 2000 - August 2005
Skills
Information Architecture, User Experience, Human Factors, Usability Testing, Information Design, User-centered Design, Heuristic Evaluation, Focus Groups, Prototyping, Interaction Design, Wireframes, User Interface Design, Usability, Human Computer..., User Interface, Task Analysis, User Experience Design, Usability Engineering, User Research, Axure, Card Sorting
Education
Bentley University 2005 — 2006
MS, Human Factors in Information Design
Tufts University 2000 — 2005
MS, Chemistry
Trinity College-Hartford 1995 — 2000
BS, Physics, Chemistry
Dale Fisher, CMP's Fidelity Investments Experience 2001 - 2001
Job
Industry Events Services
Experience
Millennium Pharmaceuticals March 2012 - Present
MITRE January 2011 - March 2012
Self-employed 2009 - February 2011
Network World June 2003 - May 2009
Fidelity Investments 2001 - 2001
Brodeur Worldwide 1999 - 2001
Allied Domecq 1998 - 1998
IBC USA Conferences 1994 - 1997
Skills
Event Management, Meeting Planning, Corporate Events, Event Planning, Project Management, Sales, Hospitality, Leadership, Budgets, Team Building, Management, Contract Negotiation, Sponsorship, Hotels, Trade Shows, Marketing, Social Media Marketing
Education
Bentley University 1995 — 1997
Certificate in Meeting Management
Syracuse University 1983 — 1987
Millennium Pharmaceuticals March 2012 - Present
MITRE January 2011 - March 2012
Self-employed 2009 - February 2011
Network World June 2003 - May 2009
Fidelity Investments 2001 - 2001
Brodeur Worldwide 1999 - 2001
Allied Domecq 1998 - 1998
IBC USA Conferences 1994 - 1997
Skills
Event Management, Meeting Planning, Corporate Events, Event Planning, Project Management, Sales, Hospitality, Leadership, Budgets, Team Building, Management, Contract Negotiation, Sponsorship, Hotels, Trade Shows, Marketing, Social Media Marketing
Education
Bentley University 1995 — 1997
Certificate in Meeting Management
Syracuse University 1983 — 1987
Chris Regan's Fidelity Investments Experience 1996 - 2007
Job Director, Business Development at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates June 2009 - Present
Fidelity Investments 1996 - 2007
CSC Index 1989 - 1996
Skills
Alternative Investments, Venture Capital, Financial Services, Investments, Asset Allocation, Competitive Analysis, Consulting, Strategy, Hedge Funds, Institutional..., Management Consulting, Business Development, Financial Modeling, Business Strategy, Portfolio Management, Private Equity, Asset Managment, Mergers & Acquisitions
Education
Massachusetts Institute of Technology - Sloan School of Management 1987 — 1989
S.M.
Bentley University 1980 — 1984
B.S.
Cambridge Associates June 2009 - Present
Fidelity Investments 1996 - 2007
CSC Index 1989 - 1996
Skills
Alternative Investments, Venture Capital, Financial Services, Investments, Asset Allocation, Competitive Analysis, Consulting, Strategy, Hedge Funds, Institutional..., Management Consulting, Business Development, Financial Modeling, Business Strategy, Portfolio Management, Private Equity, Asset Managment, Mergers & Acquisitions
Education
Massachusetts Institute of Technology - Sloan School of Management 1987 — 1989
S.M.
Bentley University 1980 — 1984
B.S.
Brian Bozzuto's Fidelity Investments Experience June 2007 - June 2008
Job Senior Manager Product Innovation at athenahealth
Industry Information Technology and Services
Experience
athenahealth December 2014 - Present
Taxware October 2013 - November 2014
BigVisible Solutions June 2008 - October 2013
LeapFrog Systems June 2007 - June 2008
Fidelity Investments June 2007 - June 2008
Investor's Bank & Trust August 2005 - June 2007
Bank of America June 2004 - August 2005
FleetBoston Financial August 2002 - May 2004
eGlean August 2001 - May 2002
Skills
Agile Project Management, Agile Methodologies, Scrum, Requirements Analysis, Project Management, Change Management, Extreme Programming, Kanban, Coaching, Lean Software..., Software Project..., Process Improvement, Training, SDLC, PMP, PMO, Requirements Gathering, Business Requirements, Enterprise Architecture, Business Analysis, Agile Coaching, Workshop Facilitation, Visio, Quality Assurance, SOA, Team Leadership, Software Development, Program Management, Integration, Web Applications, Certified Scrum Master..., Web Development, Project Portfolio..., Business Process..., Management, Test Driven Development, Six Sigma, IT Strategy, Waterfall, Testing, User Experience, MS Project, Business Intelligence, Solution Architecture, Business Process, IT Management, Enterprise Software, SharePoint, SaaS, Systems Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA, Leadership for Change
Bentley University 1998 — 2002
CIS
athenahealth December 2014 - Present
Taxware October 2013 - November 2014
BigVisible Solutions June 2008 - October 2013
LeapFrog Systems June 2007 - June 2008
Fidelity Investments June 2007 - June 2008
Investor's Bank & Trust August 2005 - June 2007
Bank of America June 2004 - August 2005
FleetBoston Financial August 2002 - May 2004
eGlean August 2001 - May 2002
Skills
Agile Project Management, Agile Methodologies, Scrum, Requirements Analysis, Project Management, Change Management, Extreme Programming, Kanban, Coaching, Lean Software..., Software Project..., Process Improvement, Training, SDLC, PMP, PMO, Requirements Gathering, Business Requirements, Enterprise Architecture, Business Analysis, Agile Coaching, Workshop Facilitation, Visio, Quality Assurance, SOA, Team Leadership, Software Development, Program Management, Integration, Web Applications, Certified Scrum Master..., Web Development, Project Portfolio..., Business Process..., Management, Test Driven Development, Six Sigma, IT Strategy, Waterfall, Testing, User Experience, MS Project, Business Intelligence, Solution Architecture, Business Process, IT Management, Enterprise Software, SharePoint, SaaS, Systems Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA, Leadership for Change
Bentley University 1998 — 2002
CIS
Vismay Gada's Fidelity Investments Experience June 2004 - August 2004
Job VP Compensation Strategy and Global head of Operations
Industry Investment Banking
Experience
Credit Suisse 2007 - Present
Freeborders 2007 - 2010
Merrill Lynch July 2005 - June 2007
KPMG September 2004 - June 2005
Fidelity Investments June 2004 - August 2004
Staples Inc. June 2003 - August 2003
Skills
Compensation Structure..., Deferred Compensation, Pay for Performance, Business Intelligence, Program Management, Business Analysis, Financial Services, SDLC, PeopleSoft, OBIEE, Executive Pay
Education
Bentley University 2003 — 2004
MBA, MIS
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2004
MBA, Management Information Systems
University of Mumbai 2001 — 2002
MCOM-1, Management
University of Mumbai 1997 — 2001
BCom, Accounting and Finance
Credit Suisse 2007 - Present
Freeborders 2007 - 2010
Merrill Lynch July 2005 - June 2007
KPMG September 2004 - June 2005
Fidelity Investments June 2004 - August 2004
Staples Inc. June 2003 - August 2003
Skills
Compensation Structure..., Deferred Compensation, Pay for Performance, Business Intelligence, Program Management, Business Analysis, Financial Services, SDLC, PeopleSoft, OBIEE, Executive Pay
Education
Bentley University 2003 — 2004
MBA, MIS
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2004
MBA, Management Information Systems
University of Mumbai 2001 — 2002
MCOM-1, Management
University of Mumbai 1997 — 2001
BCom, Accounting and Finance
April Wiaczek's Fidelity Investments Experience April 2007 - Present
Job Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2007 - Present
IBT June 2004 - March 2007
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Financial Services
Education
Bentley University 1990 — 1993
MBA, MIS
The College of New Jersey 1973 — 1977
BS, Education
Fidelity Investments April 2007 - Present
IBT June 2004 - March 2007
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Financial Services
Education
Bentley University 1990 — 1993
MBA, MIS
The College of New Jersey 1973 — 1977
BS, Education
Christopher Rizzo's Fidelity Investments Experience June 2012 - Present
Job Vice President, Asset Management Platform as a Service at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments July 2008 - May 2012
Fidelity Investments February 2005 - June 2008
Fidelity Investments July 2002 - February 2005
Fidelity Investments December 2000 - July 2002
Fidelity Investments November 1998 - December 2000
IBM Global Services/Early, Cloud and Company June 1997 - November 1998
Skills
Financial Services, IT Strategy, Capital Budgeting, Operating Budgets, Strategic Communications, Communication Skills, Product Management, SDLC, Agile Methodologies, Enterprise Architecture, Software Project..., Agile Project Management, Requirements Analysis, SOA, Vendor Management, Waterfall, Requirements Gathering, Business Analysis, PMP, Budget Process, Engineering Management, Operations Management, Business Communications, Project Management, Program Management, Software Documentation, Leadership, Management, Project Planning, Web Services, .NET, Team Leadership, Web Applications
Education
Bentley University 1993 — 1997
BS, Computer Information Systems, Minor: Business Communications
Fidelity Investments June 2012 - Present
Fidelity Investments July 2008 - May 2012
Fidelity Investments February 2005 - June 2008
Fidelity Investments July 2002 - February 2005
Fidelity Investments December 2000 - July 2002
Fidelity Investments November 1998 - December 2000
IBM Global Services/Early, Cloud and Company June 1997 - November 1998
Skills
Financial Services, IT Strategy, Capital Budgeting, Operating Budgets, Strategic Communications, Communication Skills, Product Management, SDLC, Agile Methodologies, Enterprise Architecture, Software Project..., Agile Project Management, Requirements Analysis, SOA, Vendor Management, Waterfall, Requirements Gathering, Business Analysis, PMP, Budget Process, Engineering Management, Operations Management, Business Communications, Project Management, Program Management, Software Documentation, Leadership, Management, Project Planning, Web Services, .NET, Team Leadership, Web Applications
Education
Bentley University 1993 — 1997
BS, Computer Information Systems, Minor: Business Communications
Sandy Schoellnast's Fidelity Investments Experience December 2000 - October 2004
Job Financial Analyst at General Motors Asset Management
Industry Investment Management
Experience
General Motors Asset Management Financial AnalystPromark Global Advisors2004 - Present
GM Asset Management 2004 - 2009
Fidelity Investments December 2000 - October 2004
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2003
General Motors Asset Management Financial AnalystPromark Global Advisors2004 - Present
GM Asset Management 2004 - 2009
Fidelity Investments December 2000 - October 2004
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2003
Jenna Hardy's Fidelity Investments Experience July 2006 - August 2007
Job Director Customer Solutions & Strategy at Manulife Financial
Industry Financial Services
Experience
Manulife Financial May 2013 - Present
John Hancock Life Insurance Company (U.S.A.) April 2012 - April 2013
John Hancock Life Insurance Company (U.S.A.) July 2011 - June 2012
Raytheon June 2010 - August 2010
Fidelity Management & Research Co. September 2007 - June 2010
Fidelity Investments July 2006 - August 2007
Skills
Strategy, Financial Analysis, Competitive Analysis, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA, Business Administration and Management, General
Bentley University 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Manulife Financial May 2013 - Present
John Hancock Life Insurance Company (U.S.A.) April 2012 - April 2013
John Hancock Life Insurance Company (U.S.A.) July 2011 - June 2012
Raytheon June 2010 - August 2010
Fidelity Management & Research Co. September 2007 - June 2010
Fidelity Investments July 2006 - August 2007
Skills
Strategy, Financial Analysis, Competitive Analysis, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA, Business Administration and Management, General
Bentley University 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Seema Tiwari's Fidelity Investments Experience September 2008 - Present
Job Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments September 2008 - Present
Deloitte February 2007 - September 2008
Skills
Requirements Gathering, Systems Analysis, Business Analysis, User Acceptance Testing, Business Process, SOA, Industry Analysis, MIS, Integration, Business Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
KV
Fidelity Investments September 2008 - Present
Deloitte February 2007 - September 2008
Skills
Requirements Gathering, Systems Analysis, Business Analysis, User Acceptance Testing, Business Process, SOA, Industry Analysis, MIS, Integration, Business Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
KV
Sheryl Holt, PMP's Fidelity Investments Experience September 1991 - April 1992
Job Professional Services Project Manager | Customerfocused | Quality Delivery | Engagement through Implementation
Industry Information Technology and Services
Experience
Copyright Clearance Center January 2012 - Present
Copyright Clearance Center April 2006 - January 2012
Copyright Clearance Center January 2004 - March 2006
Copyright Clearance Center February 1998 - December 2003
Fluor Daniel Telecom August 1996 - January 1998
Foster Wheeler Environmental June 1992 - July 1996
Fidelity Investments September 1991 - April 1992
Skills
Requirements Gathering, Business Analysis, SDLC, Requirements Analysis, Software Project..., Project Management, Agile Methodologies, Vendor Management, Process Improvement, ERP, CRM, Business Intelligence, Software Documentation, Project Planning, Professional Services, Business Process, Visio, PMP
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, International Business
Providence College
BS, Finance
Copyright Clearance Center January 2012 - Present
Copyright Clearance Center April 2006 - January 2012
Copyright Clearance Center January 2004 - March 2006
Copyright Clearance Center February 1998 - December 2003
Fluor Daniel Telecom August 1996 - January 1998
Foster Wheeler Environmental June 1992 - July 1996
Fidelity Investments September 1991 - April 1992
Skills
Requirements Gathering, Business Analysis, SDLC, Requirements Analysis, Software Project..., Project Management, Agile Methodologies, Vendor Management, Process Improvement, ERP, CRM, Business Intelligence, Software Documentation, Project Planning, Professional Services, Business Process, Visio, PMP
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, International Business
Providence College
BS, Finance
Paula Caputo's Fidelity Investments Experience 1990 - 2000
Job Director of Professional Development at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network March 2006 - Present
State Street Corporation 2002 - 2006
Sybase 2000 - 2001
Fidelity Investments 1990 - 2000
Skills
Training, Project Management, Career Counseling, Organizational..., Instructional Design, Employee Training, Onboarding, Management Development, Leadership Development, Cross-functional Team..., Team Leadership, Strategic Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1991
MBA, Finance
The University of Connecticut 1982 — 1984
Masters of Education
The University of Connecticut 1978 — 1982
Bachelors of Science, Business Marketing
Commonwealth Financial Network March 2006 - Present
State Street Corporation 2002 - 2006
Sybase 2000 - 2001
Fidelity Investments 1990 - 2000
Skills
Training, Project Management, Career Counseling, Organizational..., Instructional Design, Employee Training, Onboarding, Management Development, Leadership Development, Cross-functional Team..., Team Leadership, Strategic Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1991
MBA, Finance
The University of Connecticut 1982 — 1984
Masters of Education
The University of Connecticut 1978 — 1982
Bachelors of Science, Business Marketing
April Pitter's Fidelity Investments Experience May 2008 - December 2009
Job Manager of Financial Planning & Analysis at Fresenius Medical Care
Industry Hospital & Health Care
Experience
Fresenius Medical Care June 2012 - Present
Fresenius Medical Care December 2011 - June 2012
Fresenius Medical Care December 2009 - December 2011
Fidelity Investments May 2008 - December 2009
Fidelity Investments April 2005 - May 2008
TTC April 2007 - July 2007
Fidelity Investments March 2004 - April 2005
Fidelity Investments November 1999 - March 2004
State Street Corporation June 1999 - November 1999
Skills
Financial Reporting, Valuation, Process Improvement, Financial Analysis, Microsoft Excel, Microsoft Word, Forecasting, Analysis, Accounting, Investments, Variance Analysis, Research, Budgets, Account Reconciliation, Finance, Financial Modeling, Mergers & Acquisitions, Strategy, Strategic Financial..., Management
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2006
MBA, Investments
Bentley University 1995 — 1999
BS, Finance - Minor: Computer Information Systems
Shaker High 1991 — 1995
Fresenius Medical Care June 2012 - Present
Fresenius Medical Care December 2011 - June 2012
Fresenius Medical Care December 2009 - December 2011
Fidelity Investments May 2008 - December 2009
Fidelity Investments April 2005 - May 2008
TTC April 2007 - July 2007
Fidelity Investments March 2004 - April 2005
Fidelity Investments November 1999 - March 2004
State Street Corporation June 1999 - November 1999
Skills
Financial Reporting, Valuation, Process Improvement, Financial Analysis, Microsoft Excel, Microsoft Word, Forecasting, Analysis, Accounting, Investments, Variance Analysis, Research, Budgets, Account Reconciliation, Finance, Financial Modeling, Mergers & Acquisitions, Strategy, Strategic Financial..., Management
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2006
MBA, Investments
Bentley University 1995 — 1999
BS, Finance - Minor: Computer Information Systems
Shaker High 1991 — 1995
Melissa (Pernisi) Lynch, CFA's Fidelity Investments Experience January 2002 - June 2007
Job Vice President at Wellington Mgmt Company, LLP
Industry Investment Management
Experience
Wellington Management June 2007 - Present
Fidelity Investments January 2002 - June 2007
State Street Research & Management Co. December 1999 - January 2002
Investors Bank & Trust Co. August 1998 - December 1999
Skills
Bloomberg
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2005
MS, Global Financial Analysis
Bentley University 1994 — 1998
BS, Finance
Wellington Management June 2007 - Present
Fidelity Investments January 2002 - June 2007
State Street Research & Management Co. December 1999 - January 2002
Investors Bank & Trust Co. August 1998 - December 1999
Skills
Bloomberg
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2005
MS, Global Financial Analysis
Bentley University 1994 — 1998
BS, Finance
Nikki Snyder, CFP(R)'s Fidelity Investments Experience July 2008 - July 2011
Job Independent Financial Professional
Industry Financial Services
Experience
Larry B Parness July 2011 - Present
Fidelity Investments July 2008 - July 2011
Fidelity Investments June 2006 - July 2008
Skills
Financial Planning, Tax, Wealth Management, Accounting, Strategic Financial..., Business Analysis, Investments, Small Business, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MBA, Finance
Boston University 1997 — 2001
Bachelors of Arts, Economics
Larry B Parness July 2011 - Present
Fidelity Investments July 2008 - July 2011
Fidelity Investments June 2006 - July 2008
Skills
Financial Planning, Tax, Wealth Management, Accounting, Strategic Financial..., Business Analysis, Investments, Small Business, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MBA, Finance
Boston University 1997 — 2001
Bachelors of Arts, Economics
Rani Pangam's Fidelity Investments Experience January 2002 - August 2002
Job Global Director, Enterprise Program Management Office
Industry Medical Devices
Experience
Medtronic January 2013 - Present
Covidien March 2010 - December 2012
Covidien November 2008 - February 2010
Covidien October 2006 - October 2008
Tyco International US Inc 2003 - 2006
Tyco International November 2003 - October 2004
Ernst & Young September 2002 - October 2003
Fidelity Investments January 2002 - August 2002
Skills
Sarbanes-Oxley Act, Project Management, PMP, Process Improvement, Strategy, Program Management, Risk Management, IT Audit, Business Process, Leadership, Business Process..., Internal Audit, PMO, Change Management, Information Technology, Cross-functional Team..., Management, Enterprise Software
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2002
MS, Information Systems
University of Mumbai 1998 — 2000
Bachelor of Law, Law
University of Mumbai 1993 — 1998
Bachelor of Commerce, Commerce
Medtronic January 2013 - Present
Covidien March 2010 - December 2012
Covidien November 2008 - February 2010
Covidien October 2006 - October 2008
Tyco International US Inc 2003 - 2006
Tyco International November 2003 - October 2004
Ernst & Young September 2002 - October 2003
Fidelity Investments January 2002 - August 2002
Skills
Sarbanes-Oxley Act, Project Management, PMP, Process Improvement, Strategy, Program Management, Risk Management, IT Audit, Business Process, Leadership, Business Process..., Internal Audit, PMO, Change Management, Information Technology, Cross-functional Team..., Management, Enterprise Software
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2002
MS, Information Systems
University of Mumbai 1998 — 2000
Bachelor of Law, Law
University of Mumbai 1993 — 1998
Bachelor of Commerce, Commerce
Michael Albert, CPA's Fidelity Investments Experience January 2014 - Present
Job Tax Director I at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments January 2013 - Present
Fidelity Investments November 2011 - Present
Grant Thornton LLP June 2008 - November 2011
Grant Thornton LLP June 2007 - August 2007
Grant Thornton LLP June 2006 - August 2006
Berry, Dunn, McNeil & Parker June 2005 - August 2005
Tax-Back Benelux February 2005 - May 2005
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Master of Science, Taxation
Bentley University 2003 — 2007
Bachelor of Science, Accounting
Vesalius College 2005 — 2005
Fidelity Investments January 2014 - Present
Fidelity Investments January 2013 - Present
Fidelity Investments November 2011 - Present
Grant Thornton LLP June 2008 - November 2011
Grant Thornton LLP June 2007 - August 2007
Grant Thornton LLP June 2006 - August 2006
Berry, Dunn, McNeil & Parker June 2005 - August 2005
Tax-Back Benelux February 2005 - May 2005
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Master of Science, Taxation
Bentley University 2003 — 2007
Bachelor of Science, Accounting
Vesalius College 2005 — 2005
Peter Chabot's Fidelity Investments Experience 1996 - 2004
Job Finance Manager at DTZ
Industry Retail
Experience
DTZ May 2013 - Present
Staples 2010 - April 2012
Staples 2005 - 2010
Fidelity Investments 1996 - 2004
Liberty Financial Companies May 1993 - May 1996
BayBank 1986 - 1993
Skills
Financial Analysis, Budget, Process Improvement, Retail, Business Process..., Microsoft Excel, Business Analysis, Essbase, Strategic Planning, Team Building, PowerPoint, Six Sigma, Budgets, Finance, Accounting, Analysis, Forecasting, Cross-functional Team..., Project Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1995
MBA, Finance
Boston College - Carroll School of Management 1983 — 1987
Master of Science (M.S.), Accounting
DTZ May 2013 - Present
Staples 2010 - April 2012
Staples 2005 - 2010
Fidelity Investments 1996 - 2004
Liberty Financial Companies May 1993 - May 1996
BayBank 1986 - 1993
Skills
Financial Analysis, Budget, Process Improvement, Retail, Business Process..., Microsoft Excel, Business Analysis, Essbase, Strategic Planning, Team Building, PowerPoint, Six Sigma, Budgets, Finance, Accounting, Analysis, Forecasting, Cross-functional Team..., Project Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1995
MBA, Finance
Boston College - Carroll School of Management 1983 — 1987
Master of Science (M.S.), Accounting
Todd Broderick's Fidelity Investments Experience May 2006 - July 2011
Job Vice President of Compensation and Benefits at Devonshire Investors
Industry Financial Services
Experience
Devonshire Investors April 2011 - Present
Fidelity Investments May 2006 - July 2011
adidas Group; Reebok International November 2002 - May 2006
The Mathworks May 2001 - November 2002
Reebok International May 1999 - May 2001
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2006
MBA, Management
Stonehill College 1994 — 1998
B.S.B.A., Finance & Economics
St Joseph's
Devonshire Investors April 2011 - Present
Fidelity Investments May 2006 - July 2011
adidas Group; Reebok International November 2002 - May 2006
The Mathworks May 2001 - November 2002
Reebok International May 1999 - May 2001
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2006
MBA, Management
Stonehill College 1994 — 1998
B.S.B.A., Finance & Economics
St Joseph's
William Larrabee's Fidelity Investments Experience November 2014 - Present
Job Business Analyst Research Analytics at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments August 2012 - November 2014
Fidelity Investments August 2009 - August 2012
Fidelity Investments May 2007 - August 2009
Fidelity Investments June 2005 - May 2007
Skills
Bloomberg, Mutual Funds, Financial Modeling, Fixed Income, Securities, Financial Analysis, Equities, Financial Services, Investments, Business Analysis, Hedge Funds, Risk Management, Process Improvement, Portfolio Management, Alternative Investments, FactSet, Agile & Waterfall..., Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2005
MBA, Finance
Bentley University 2000 — 2004
BS, Finance
Fidelity Investments November 2014 - Present
Fidelity Investments August 2012 - November 2014
Fidelity Investments August 2009 - August 2012
Fidelity Investments May 2007 - August 2009
Fidelity Investments June 2005 - May 2007
Skills
Bloomberg, Mutual Funds, Financial Modeling, Fixed Income, Securities, Financial Analysis, Equities, Financial Services, Investments, Business Analysis, Hedge Funds, Risk Management, Process Improvement, Portfolio Management, Alternative Investments, FactSet, Agile & Waterfall..., Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2005
MBA, Finance
Bentley University 2000 — 2004
BS, Finance
Timothy Coyle's Fidelity Investments Experience August 1995 - December 2004
Job Vice President at Godino & Company
Industry Commercial Real Estate
Experience
Godino & Company January 2003 - Present
Fidelity Investments August 1995 - December 2004
Skills
Commercial Leasing, Commercial Real Estate, Negotiation, Marketing Strategy, Investments, Tenant, Asset Management, Landlords, Brokerage, Real Estate Transactions, Real Estate Development, Real Estate Economics, Real Estate, Contract Negotiation, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2000
MBA, Taxation & Financial Planning
Boston College 1990 — 1994
BS, Finance
Godino & Company January 2003 - Present
Fidelity Investments August 1995 - December 2004
Skills
Commercial Leasing, Commercial Real Estate, Negotiation, Marketing Strategy, Investments, Tenant, Asset Management, Landlords, Brokerage, Real Estate Transactions, Real Estate Development, Real Estate Economics, Real Estate, Contract Negotiation, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2000
MBA, Taxation & Financial Planning
Boston College 1990 — 1994
BS, Finance
Patrick Mullins, CFP®'s Fidelity Investments Experience November 1996 - December 2001
Job SVP, Sr. Product Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust May 2013 - Present
Merrill Lynch January 2011 - May 2013
Merrill Lynch January 2010 - December 2010
Bank of America December 2006 - December 2009
Citizens Bank 2002 - 2006
Fidelity Investments November 1996 - December 2001
1784 investor services 1994 - 1996
First Data Corporation 1990 - 1994
Skills
Series 7, Financial Advisory, Mutual Funds, Wealth Management, Portfolio Management, Securities, Asset Allocation, Strategic Financial..., Investment Advisory, Asset Managment, Investment Strategies, 401k, Investments, Retirement, Series 63, Retirement Planning, Relationship Management, Series 24, Fixed Annuities, Insurance, Investment Management, Financial Services, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1993
MBA, Business Adminstration
Suffolk University - Sawyer School of Management 1985 — 1990
Bachelor of Science, Business Administration and Management, General
U.S. Trust May 2013 - Present
Merrill Lynch January 2011 - May 2013
Merrill Lynch January 2010 - December 2010
Bank of America December 2006 - December 2009
Citizens Bank 2002 - 2006
Fidelity Investments November 1996 - December 2001
1784 investor services 1994 - 1996
First Data Corporation 1990 - 1994
Skills
Series 7, Financial Advisory, Mutual Funds, Wealth Management, Portfolio Management, Securities, Asset Allocation, Strategic Financial..., Investment Advisory, Asset Managment, Investment Strategies, 401k, Investments, Retirement, Series 63, Retirement Planning, Relationship Management, Series 24, Fixed Annuities, Insurance, Investment Management, Financial Services, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1993
MBA, Business Adminstration
Suffolk University - Sawyer School of Management 1985 — 1990
Bachelor of Science, Business Administration and Management, General
Stacey Desrochers's Fidelity Investments Experience December 1996 - October 1999
Job Treasurer & Director of Investor Relations at Bruker Corporation
Industry Biotechnology
Experience
Bruker Corporation March 2008 - Present
Gerber Scientific, Inc. January 2006 - February 2008
Cabot Corporation October 1999 - January 2006
Fidelity Investments December 1996 - October 1999
Skills
Treasury Management, Financial Reporting, Cash Flow, Investor Relations, Treasury, Corporate Finance, Managerial Finance, Financial Modeling, Internal Controls, Accounting, Financial Analysis, Sarbanes-Oxley Act, Cash Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 2000
MBA, International Business
Western New England University 1988 — 1992
BSBA, Finance/Economics
Bruker Corporation March 2008 - Present
Gerber Scientific, Inc. January 2006 - February 2008
Cabot Corporation October 1999 - January 2006
Fidelity Investments December 1996 - October 1999
Skills
Treasury Management, Financial Reporting, Cash Flow, Investor Relations, Treasury, Corporate Finance, Managerial Finance, Financial Modeling, Internal Controls, Accounting, Financial Analysis, Sarbanes-Oxley Act, Cash Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 2000
MBA, International Business
Western New England University 1988 — 1992
BSBA, Finance/Economics
Philip Dube's Fidelity Investments Experience August 2003 - August 2005
Job Interim Controller, Project Management and Supply Chain
Industry Semiconductors
Experience
Financial Management Services October 2012 - Present
Vette Corp January 2008 - September 2012
Custom One Design, Inc August 2005 - August 2007
Fidelity Investments August 2003 - August 2005
Sipex Corporation August 1998 - August 2003
DEC 1979 - 1999
Digital Equipment 1979 - 1998
Digital Equipment Corporation (DEC) 1979 - 1998
Skills
Mergers, Forecasting, Manufacturing, Accounting, Process Improvement, Budgeting, Revenue Recognition, Due Diligence, Strategic Planning, ERP, Restructuring, Analysis, Cost Reduction, Start-ups, Budgets, SEC filings, Financial Reporting, Sarbanes-Oxley Act, Finance, Financial Analysis, Auditing, Business Process..., Managerial Finance, Strategy, Change Management, Mergers & Acquisitions, Leadership, Internal Audit, Executive Management, Strategic Financial..., Business Planning, General Ledger, Business Strategy, Management, Business Process, Acquisition Integration, Variance Analysis, Cost Accounting, Account Reconciliation, Internal Controls, Sarbanes-Oxley, Payroll, US GAAP, Financial Audits, Cash Flow, GAAP, Essbase, Hyperion Enterprise, Working Capital..., Cash Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1977 — 1979
Masters Science Accounting, Accounting
University of Massachusetts, Amherst 1964 — 1969
Bachelor of Business Administration (B.B.A.), Accounting
Financial Management Services October 2012 - Present
Vette Corp January 2008 - September 2012
Custom One Design, Inc August 2005 - August 2007
Fidelity Investments August 2003 - August 2005
Sipex Corporation August 1998 - August 2003
DEC 1979 - 1999
Digital Equipment 1979 - 1998
Digital Equipment Corporation (DEC) 1979 - 1998
Skills
Mergers, Forecasting, Manufacturing, Accounting, Process Improvement, Budgeting, Revenue Recognition, Due Diligence, Strategic Planning, ERP, Restructuring, Analysis, Cost Reduction, Start-ups, Budgets, SEC filings, Financial Reporting, Sarbanes-Oxley Act, Finance, Financial Analysis, Auditing, Business Process..., Managerial Finance, Strategy, Change Management, Mergers & Acquisitions, Leadership, Internal Audit, Executive Management, Strategic Financial..., Business Planning, General Ledger, Business Strategy, Management, Business Process, Acquisition Integration, Variance Analysis, Cost Accounting, Account Reconciliation, Internal Controls, Sarbanes-Oxley, Payroll, US GAAP, Financial Audits, Cash Flow, GAAP, Essbase, Hyperion Enterprise, Working Capital..., Cash Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1977 — 1979
Masters Science Accounting, Accounting
University of Massachusetts, Amherst 1964 — 1969
Bachelor of Business Administration (B.B.A.), Accounting
Carlo Mantini, CSM's Fidelity Investments Experience August 2007 - October 2008
Job Senior Business Analyst at DentaQuest
Industry Information Technology and Services
Experience
DentaQuest March 2015 - Present
DentaQuest 2014 - Present
EMC October 2012 - December 2013
Bank Of America (Open Systems Technologies) June 2010 - October 2012
4Sight Technologies November 2009 - November 2010
HealthHonors Corporation October 2009 - November 2009
HiSoftware May 2009 - August 2009
Greenfield Online October 2008 - March 2009
Fidelity Investments August 2007 - October 2008
Fidelity Investments August 2004 - October 2008
Skills
SDLC, Software Project..., Business Analysis, Agile Methodologies, Requirements Analysis, Scrum, Requirements Gathering, Integration, Agile Project Management, SQL, SharePoint, Project Management, Business Requirements, Process Improvement, Management, Testing, Systems Analysis
Education
Bentley University 1981 — 1985
Boston University
Certificate, Applied Project Management
DentaQuest March 2015 - Present
DentaQuest 2014 - Present
EMC October 2012 - December 2013
Bank Of America (Open Systems Technologies) June 2010 - October 2012
4Sight Technologies November 2009 - November 2010
HealthHonors Corporation October 2009 - November 2009
HiSoftware May 2009 - August 2009
Greenfield Online October 2008 - March 2009
Fidelity Investments August 2007 - October 2008
Fidelity Investments August 2004 - October 2008
Skills
SDLC, Software Project..., Business Analysis, Agile Methodologies, Requirements Analysis, Scrum, Requirements Gathering, Integration, Agile Project Management, SQL, SharePoint, Project Management, Business Requirements, Process Improvement, Management, Testing, Systems Analysis
Education
Bentley University 1981 — 1985
Boston University
Certificate, Applied Project Management
Phillip Breeding, CFP, CMT's Fidelity Investments Experience August 2012 - Present
Job VP Regional Training Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Market Technicians Association January 2011 - Present
Fidelity Investments January 2007 - July 2012
Fidelity Investments January 2004 - December 2006
Fidelity Investments March 1999 - December 2004
Christ's College, Taiwan 1993 - 1995
Skills
FINRA, Registered Investment..., Equities, Options, Insurance, Financial Advisory, Asset Allocation, Wealth Management, ETFs, Investment Advisory, Investments, Mutual Funds, Securities, Equity Trading, Alternative Investments, Series 7, Fixed Income, Series 63, Financial Services, Retirement, Bonds, Risk Management, Trading
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2010
Master of Science (MSc), Financial Planning
Merrimack College 2003 — 2005
Certificate in Financial Planning
Boston University 2001 — 2002
Graduate work in Financial Economics
University of New Hampshire 1996 — 1998
Master of Arts (M.A.), Teaching & History
Geneva College 1989 — 1993
Bachelor of Arts (B.A.), History & Philosophy
Fidelity Investments August 2012 - Present
Market Technicians Association January 2011 - Present
Fidelity Investments January 2007 - July 2012
Fidelity Investments January 2004 - December 2006
Fidelity Investments March 1999 - December 2004
Christ's College, Taiwan 1993 - 1995
Skills
FINRA, Registered Investment..., Equities, Options, Insurance, Financial Advisory, Asset Allocation, Wealth Management, ETFs, Investment Advisory, Investments, Mutual Funds, Securities, Equity Trading, Alternative Investments, Series 7, Fixed Income, Series 63, Financial Services, Retirement, Bonds, Risk Management, Trading
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2010
Master of Science (MSc), Financial Planning
Merrimack College 2003 — 2005
Certificate in Financial Planning
Boston University 2001 — 2002
Graduate work in Financial Economics
University of New Hampshire 1996 — 1998
Master of Arts (M.A.), Teaching & History
Geneva College 1989 — 1993
Bachelor of Arts (B.A.), History & Philosophy
Tom DiChiappari's Fidelity Investments Experience January 2005 - Present
Job Senior Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2005 - Present
The Mentor Network February 1998 - December 2004
Skills
Channel Partners, Financial Analysis, Accounting, Sarbanes-Oxley Act, Risk Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1998
MBA, Finance
Providence College 1989 — 1993
Winchester High School 1985 — 1989
Fidelity Investments January 2005 - Present
The Mentor Network February 1998 - December 2004
Skills
Channel Partners, Financial Analysis, Accounting, Sarbanes-Oxley Act, Risk Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1998
MBA, Finance
Providence College 1989 — 1993
Winchester High School 1985 — 1989
Suzanne Virginia's Fidelity Investments Experience September 2007 - November 2008
Job Operations Manager at Eagle Investment Systems
Industry Research
Experience
Eagle Investment Systems April 2015 - Present
Fidelity Capital Markets March 2014 - October 2014
Fidelity Capital Markets June 2009 - March 2014
Fidelity Investments September 2007 - November 2008
Fidelity Investments July 2006 - September 2007
American Express Financial Advisors May 2005 - July 2005
ABN AMRO February 2003 - May 2003
Skills
Series 7, Series 63, Qualitative Research, Quantitative Research, Equities, Hedge Funds, Securities, Project Management, Prime Brokerage, Securities Lending, Market Data, Finance, Mutual Funds, Business Analysis, Investments, Microsoft Office, Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MSF, Finance
1998 — 2003
BBA, Banking and Insurance
Peter Stuyvesant College 1996 — 1998
High School, Business
Albert Schweitzer School 1992 — 1996
Business, High School
Eagle Investment Systems April 2015 - Present
Fidelity Capital Markets March 2014 - October 2014
Fidelity Capital Markets June 2009 - March 2014
Fidelity Investments September 2007 - November 2008
Fidelity Investments July 2006 - September 2007
American Express Financial Advisors May 2005 - July 2005
ABN AMRO February 2003 - May 2003
Skills
Series 7, Series 63, Qualitative Research, Quantitative Research, Equities, Hedge Funds, Securities, Project Management, Prime Brokerage, Securities Lending, Market Data, Finance, Mutual Funds, Business Analysis, Investments, Microsoft Office, Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MSF, Finance
1998 — 2003
BBA, Banking and Insurance
Peter Stuyvesant College 1996 — 1998
High School, Business
Albert Schweitzer School 1992 — 1996
Business, High School
Bridget (Fahey) Armstrong's Fidelity Investments Experience 1998 - 1999
Job
Industry Financial Services
Experience
Boston Financial Data Services December 2013 - Present
Radius Marketing Group, LLC January 2014 - June 2014
J. Jill August 2013 - October 2013
BFA Designs 2010 - 2013
Perrone Group 2009 - 2010
Spire 2004 - 2008
JLS Mailing Services 2000 - 2004
Fidelity Investments 1998 - 1999
Skills
Creative Problem Solving, Business Strategy, Customer Support, Customer Service..., Email Marketing, CSS, Dreamweaver, HTML 5, Illustrator, XHTML, JavaScript, InDesign, Photoshop, jQuery, CMS, Web Design, Online Marketing, Adobe Creative Suite, Direct Mail, Flash, User Interface Design, Logo Design, HTML, Illustration, Graphic Design, SQL, Layout, Marketing Communications, WordPress, Corporate Identity, User Experience, Marketing, Databases, Website Development, Adobe Acrobat, Microsoft Office, Team Management, Team-oriented, Google Analytics, Interaction Design, Web Analytics, Image Manipulation, Marketing Strategy, Communication Skills, Cloud Computing, SharePoint
Education
Bentley University 1997 — 2000
Bachelor, Computer Information Systems
Bridgewater State University 2010 — 2012
Certificate, Web and Graphic Design
Mount Ida College 1995 — 1997
Associate, Business Administration
Boston Financial Data Services December 2013 - Present
Radius Marketing Group, LLC January 2014 - June 2014
J. Jill August 2013 - October 2013
BFA Designs 2010 - 2013
Perrone Group 2009 - 2010
Spire 2004 - 2008
JLS Mailing Services 2000 - 2004
Fidelity Investments 1998 - 1999
Skills
Creative Problem Solving, Business Strategy, Customer Support, Customer Service..., Email Marketing, CSS, Dreamweaver, HTML 5, Illustrator, XHTML, JavaScript, InDesign, Photoshop, jQuery, CMS, Web Design, Online Marketing, Adobe Creative Suite, Direct Mail, Flash, User Interface Design, Logo Design, HTML, Illustration, Graphic Design, SQL, Layout, Marketing Communications, WordPress, Corporate Identity, User Experience, Marketing, Databases, Website Development, Adobe Acrobat, Microsoft Office, Team Management, Team-oriented, Google Analytics, Interaction Design, Web Analytics, Image Manipulation, Marketing Strategy, Communication Skills, Cloud Computing, SharePoint
Education
Bentley University 1997 — 2000
Bachelor, Computer Information Systems
Bridgewater State University 2010 — 2012
Certificate, Web and Graphic Design
Mount Ida College 1995 — 1997
Associate, Business Administration
Michelle Taylor's Fidelity Investments Experience July 2015 - Present
Job Director, Product Personal Investing
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments May 2014 - Present
Fidelity Investments September 2010 - May 2014
Fidelity Investments June 2007 - September 2010
Fidelity Investments June 2001 - June 2007
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2007
MBA, Finance
Bentley University 1997 — 2001
BS, Finance
Millis
Fidelity Investments July 2015 - Present
Fidelity Investments May 2014 - Present
Fidelity Investments September 2010 - May 2014
Fidelity Investments June 2007 - September 2010
Fidelity Investments June 2001 - June 2007
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2007
MBA, Finance
Bentley University 1997 — 2001
BS, Finance
Millis
Michelle McManus's Fidelity Investments Experience July 2015 - Present
Job Independent Senior Associate at Viridian Energy
Industry Human Resources
Experience
Fidelity Investments July 2015 - Present
Viridian Energy April 2015 - Present
CoreAxis Consulting September 2014 - June 2015
Veritude June 2011 - August 2014
Fidelity Investments March 2007 - July 2011
Fidelity Investments January 2003 - March 2007
Skills
Workforce Planning, Talent Management, Onboarding, Financial Services, Leadership Development, Performance Consulting, Performance Management, Instructional Design, Relationship Management, Strategy, Leadership, Executive Coaching, Workshop Facilitation, Management Consulting, Human Resources, Training, Program Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2000
MBA, Management
Stonehill College 1991 — 1995
BA, Finance & Accounting
Fidelity Investments July 2015 - Present
Viridian Energy April 2015 - Present
CoreAxis Consulting September 2014 - June 2015
Veritude June 2011 - August 2014
Fidelity Investments March 2007 - July 2011
Fidelity Investments January 2003 - March 2007
Skills
Workforce Planning, Talent Management, Onboarding, Financial Services, Leadership Development, Performance Consulting, Performance Management, Instructional Design, Relationship Management, Strategy, Leadership, Executive Coaching, Workshop Facilitation, Management Consulting, Human Resources, Training, Program Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2000
MBA, Management
Stonehill College 1991 — 1995
BA, Finance & Accounting
Pete Dunbar's Fidelity Investments Experience August 1999 - October 2003
Job Data Analyst, Project Manager
Industry Financial Services
Experience
Fidelity November 2003 - Present
Fidelity Investments August 1999 - October 2003
Fidelity Investments January 1998 - 1999
Cullinet Software 1980 - 1986
Skills
Data Modeling, Business Analysis, Data Governance, SDLC, Data Analysis, SAS, Data Mining, Management Consulting, Analytics, SAS programming
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MS Bus Econ (not completed), Business Economics
Hobart and William Smith Colleges 1968 — 1972
BA, Philosophy
Fidelity November 2003 - Present
Fidelity Investments August 1999 - October 2003
Fidelity Investments January 1998 - 1999
Cullinet Software 1980 - 1986
Skills
Data Modeling, Business Analysis, Data Governance, SDLC, Data Analysis, SAS, Data Mining, Management Consulting, Analytics, SAS programming
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
MS Bus Econ (not completed), Business Economics
Hobart and William Smith Colleges 1968 — 1972
BA, Philosophy
Peggy O'Toole's Fidelity Investments Experience 1994 - 2000
Job Director
Industry Financial Services
Experience
Dolan Capital Group 2011 - Present
Harvard University October 2014 - 2015
Thorbahn Associates 2009 - 2011
TIAA-CREF January 2000 - June 2003
Fidelity Investments 1994 - 2000
MFS 1986 - 1992
Skills
Retirement, ERISA, 401k, Pensions, Series 63, Defined Benefit, Retirement Plan..., Profit Sharing, Defined Contribution, Retirement Planning, Mutual Funds, Disability Insurance, Employee Benefits, Series 6, Fixed Annuities, Financial Services, Investments, Qualified Retirement..., Asset Allocation, Investment Advisory, Insurance
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MS, Personal Financial Planning, Deans List
Suffolk University
BA, Government/English
Boston Latin School
Diploma
Dolan Capital Group 2011 - Present
Harvard University October 2014 - 2015
Thorbahn Associates 2009 - 2011
TIAA-CREF January 2000 - June 2003
Fidelity Investments 1994 - 2000
MFS 1986 - 1992
Skills
Retirement, ERISA, 401k, Pensions, Series 63, Defined Benefit, Retirement Plan..., Profit Sharing, Defined Contribution, Retirement Planning, Mutual Funds, Disability Insurance, Employee Benefits, Series 6, Fixed Annuities, Financial Services, Investments, Qualified Retirement..., Asset Allocation, Investment Advisory, Insurance
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MS, Personal Financial Planning, Deans List
Suffolk University
BA, Government/English
Boston Latin School
Diploma
Brian Delaney's Fidelity Investments Experience September 2005 - December 2008
Job Senior Project Manager at The Hanover Insurance Group
Industry Insurance
Experience
The Hanover Insurance Group December 2009 - Present
Dextrys April 2009 - December 2009
Fidelity Investments September 2005 - December 2008
Bank of America/Fleet Financial Group May 1992 - June 2005
Corestates Bank January 1990 - April 1992
Genesys Software Systems September 1981 - December 1989
ADP May 1979 - September 1981
Skills
Change Management, Integration, CRM, Human Resources, Software Project..., Consulting, Business Process..., MS Project, Program Management, Negotiation, Service Delivery, Customer Satisfaction, Budgets, PeopleSoft, Outsourcing, Strategy, Vendor Management, Financial Services, Cross-functional Team..., Employee Benefits, Requirements Gathering, Analysis, Business Process..., PMO, Team Building, Leadership, HRIS, Solution Architecture, Training, Project Portfolio..., Benefits Administration, Enterprise Software, Requirements Analysis, Payroll, Process Improvement, Testing, Management, SDLC, Strategic Financial..., Product Development, Risk Management, Six Sigma, Mergers & Acquisitions, Project Management, Visio, Insurance, Start-ups, PMP, Finance, Business Analysis
Education
Bentley University 1975 — 1979
BS, Management
The Hanover Insurance Group December 2009 - Present
Dextrys April 2009 - December 2009
Fidelity Investments September 2005 - December 2008
Bank of America/Fleet Financial Group May 1992 - June 2005
Corestates Bank January 1990 - April 1992
Genesys Software Systems September 1981 - December 1989
ADP May 1979 - September 1981
Skills
Change Management, Integration, CRM, Human Resources, Software Project..., Consulting, Business Process..., MS Project, Program Management, Negotiation, Service Delivery, Customer Satisfaction, Budgets, PeopleSoft, Outsourcing, Strategy, Vendor Management, Financial Services, Cross-functional Team..., Employee Benefits, Requirements Gathering, Analysis, Business Process..., PMO, Team Building, Leadership, HRIS, Solution Architecture, Training, Project Portfolio..., Benefits Administration, Enterprise Software, Requirements Analysis, Payroll, Process Improvement, Testing, Management, SDLC, Strategic Financial..., Product Development, Risk Management, Six Sigma, Mergers & Acquisitions, Project Management, Visio, Insurance, Start-ups, PMP, Finance, Business Analysis
Education
Bentley University 1975 — 1979
BS, Management
Paul Shield's Fidelity Investments Experience 1988 - 1992
Job Managing Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Bank of New York Mellon - Alternative Investment Services May 2011 - July 2013
JPMorgan June 1992 - May 2011
Fidelity Investments 1988 - 1992
State Street Bank 1982 - 1987
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA
Bentley University
BS, Management
J.P. Morgan July 2013 - Present
Bank of New York Mellon - Alternative Investment Services May 2011 - July 2013
JPMorgan June 1992 - May 2011
Fidelity Investments 1988 - 1992
State Street Bank 1982 - 1987
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA
Bentley University
BS, Management
Stephen Vacher, CFP®'s Fidelity Investments Experience 2007 - 2008
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2008 - Present
Fidelity Investments 2007 - 2008
Fidelity Investments 2000 - 2007
Skills
Investments, Mutual Funds, Series 63, Series 7, Wealth Management, 401k, Asset Allocation, Asset Management, Financial Planning, Financial Services, Insurance, Investment Advisory, Portfolio Management, Retirement, Retirement Planning, Securities
Education
Bryant University 1990 — 1994
BS, Finance
Bentley College - Elkin B. McCallum Graduate School of Business
Merrill Lynch August 2008 - Present
Fidelity Investments 2007 - 2008
Fidelity Investments 2000 - 2007
Skills
Investments, Mutual Funds, Series 63, Series 7, Wealth Management, 401k, Asset Allocation, Asset Management, Financial Planning, Financial Services, Insurance, Investment Advisory, Portfolio Management, Retirement, Retirement Planning, Securities
Education
Bryant University 1990 — 1994
BS, Finance
Bentley College - Elkin B. McCallum Graduate School of Business
Phil Belden's Fidelity Investments Experience October 2006 - January 2008
Job Director at The Hartford Insurance Group
Industry Insurance
Experience
The Hartford, Group Benefits Division January 2008 - Present
Fidelity Investments October 2006 - January 2008
UnitedHealth Group April 2005 - October 2006
General Electric October 1998 - March 2005
US Army June 1992 - July 1996
Skills
Finance, Strategic Financial..., Financial Analysis, Financial Modeling, Managerial Finance, Financial Reporting, Variance Analysis, Hyperion Enterprise, Essbase, Business Analysis, Financial Planning, Hyperion, Insurance, Process Improvement, Risk Management, Management, Forecasting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1998
Master of Science, Finance
Bentley University 1989 — 1992
Bachelor of Science, Accountancy
The Hartford, Group Benefits Division January 2008 - Present
Fidelity Investments October 2006 - January 2008
UnitedHealth Group April 2005 - October 2006
General Electric October 1998 - March 2005
US Army June 1992 - July 1996
Skills
Finance, Strategic Financial..., Financial Analysis, Financial Modeling, Managerial Finance, Financial Reporting, Variance Analysis, Hyperion Enterprise, Essbase, Business Analysis, Financial Planning, Hyperion, Insurance, Process Improvement, Risk Management, Management, Forecasting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1998
Master of Science, Finance
Bentley University 1989 — 1992
Bachelor of Science, Accountancy
Peter Kadra's Fidelity Investments Experience 1994 - 2001
Job Relationship Management, Premier Outsourcing
Industry Information Technology and Services
Experience
Fiserv May 2011 - Present
Fiserv Northeast Region February 2007 - May 2011
Fidelity Investments 1994 - 2001
Skills
Vendor Management, Business Analysis, Product Management, Solution Selling, Process Improvement, SaaS, Banking, Business Intelligence, Electronic Payments, Outsourcing, Account Management, Disaster Recovery, Enterprise Software
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1998
Graduate, Masters of Business Admininstration
Isenberg School of Management, UMass Amherst 1988 — 1992
Bachelor, Finance Major and Economics Minor
Fiserv May 2011 - Present
Fiserv Northeast Region February 2007 - May 2011
Fidelity Investments 1994 - 2001
Skills
Vendor Management, Business Analysis, Product Management, Solution Selling, Process Improvement, SaaS, Banking, Business Intelligence, Electronic Payments, Outsourcing, Account Management, Disaster Recovery, Enterprise Software
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1998
Graduate, Masters of Business Admininstration
Isenberg School of Management, UMass Amherst 1988 — 1992
Bachelor, Finance Major and Economics Minor
Brian Danz's Fidelity Investments Experience December 2014 - Present
Job Director of Project Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments December 2010 - December 2014
Fidelity Investments July 2007 - December 2010
Fidelity Investments September 2005 - June 2006
Skills
Scrum, Systems Analysis, Program Management, XML, Agile Methodologies, Agile Project Management, Project Management, Integration, Requirements Gathering, Visio, Quality Assurance, Web Applications, Java, SDLC, Software Development, HTML
Education
HETAC (Higher Education and Training Awards Council), Ireland 2005 — 2006
Post Graduate Diploma (Masters), Science
Bentley University 2001 — 2005
Bachelors, Computer Information Systems
RMIT University 2003 — 2003
N/A
Boston Latin School 1995 — 2001
High School Diploma
Fidelity Investments December 2014 - Present
Fidelity Investments December 2010 - December 2014
Fidelity Investments July 2007 - December 2010
Fidelity Investments September 2005 - June 2006
Skills
Scrum, Systems Analysis, Program Management, XML, Agile Methodologies, Agile Project Management, Project Management, Integration, Requirements Gathering, Visio, Quality Assurance, Web Applications, Java, SDLC, Software Development, HTML
Education
HETAC (Higher Education and Training Awards Council), Ireland 2005 — 2006
Post Graduate Diploma (Masters), Science
Bentley University 2001 — 2005
Bachelors, Computer Information Systems
RMIT University 2003 — 2003
N/A
Boston Latin School 1995 — 2001
High School Diploma
Michelle Cyr's Fidelity Investments Experience September 2006 - December 2006
Job Financial Analyst in the Overheads and Budgets Group at BAE Systems
Industry Defense & Space
Experience
BAE Systems June 2011 - Present
BAE Systems June 2010 - June 2011
BAE Systems June 2009 - June 2010
BAE Systems June 2008 - June 2009
Bryant University January 2005 - June 2008
Pratt and Whitney June 2007 - August 2007
Bryant University January 2006 - January 2007
Fidelity Investments September 2006 - December 2006
Skills
Financial Analysis, Hyperion Enterprise, Earned Value Management, Financial Reporting, Financial Modeling, Forecasting, Managerial Finance, PeopleSoft, Accounting, Microsoft Excel, Access, Auditing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
MBA, Management
Bryant University 2004 — 2008
Bachelor of Science in Business Administration, Finance
BAE Systems June 2011 - Present
BAE Systems June 2010 - June 2011
BAE Systems June 2009 - June 2010
BAE Systems June 2008 - June 2009
Bryant University January 2005 - June 2008
Pratt and Whitney June 2007 - August 2007
Bryant University January 2006 - January 2007
Fidelity Investments September 2006 - December 2006
Skills
Financial Analysis, Hyperion Enterprise, Earned Value Management, Financial Reporting, Financial Modeling, Forecasting, Managerial Finance, PeopleSoft, Accounting, Microsoft Excel, Access, Auditing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
MBA, Management
Bryant University 2004 — 2008
Bachelor of Science in Business Administration, Finance
Curtis Kelley's Fidelity Investments Experience August 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments May 2014 - August 2014
Centinel Financial Group, LLC Member of John Hancock Financial Network May 2013 - May 2014
Centinel Financial Group, LLC Member of John Hancock Financial Network June 2008 - May 2014
Ameriprise Financial Services, Inc. - Miller, Allen, & Associates June 2006 - February 2008
Education
Bentley University 2004 — 2008
Bachelor of Corporate Finance & Accounting
Fidelity Investments August 2014 - Present
Fidelity Investments May 2014 - August 2014
Centinel Financial Group, LLC Member of John Hancock Financial Network May 2013 - May 2014
Centinel Financial Group, LLC Member of John Hancock Financial Network June 2008 - May 2014
Ameriprise Financial Services, Inc. - Miller, Allen, & Associates June 2006 - February 2008
Education
Bentley University 2004 — 2008
Bachelor of Corporate Finance & Accounting
William Ingegneri's Fidelity Investments Experience January 2013 - Present
Job Tax Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments September 2008 - December 2012
Fidelity Investments May 2005 - September 2008
Skills
Mutual Funds, Financial Services, Securities, Investments, Hedge Funds, Financial Analysis, Equities, Asset Management, Strategic Financial..., Fund Accounting, Bloomberg, Fixed Income, Financial Modeling, Financial Reporting, Finance, Alternative Investments, Business Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2003
MBA, Finance
Saint Anselm College 1993 — 1997
Bachelor's degree, Accounting
Dover Sherborn
Fidelity Investments January 2013 - Present
Fidelity Investments September 2008 - December 2012
Fidelity Investments May 2005 - September 2008
Skills
Mutual Funds, Financial Services, Securities, Investments, Hedge Funds, Financial Analysis, Equities, Asset Management, Strategic Financial..., Fund Accounting, Bloomberg, Fixed Income, Financial Modeling, Financial Reporting, Finance, Alternative Investments, Business Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2003
MBA, Finance
Saint Anselm College 1993 — 1997
Bachelor's degree, Accounting
Dover Sherborn
Christine Hurley's Fidelity Investments Experience September 1997 - October 2007
Job Independent Contractor
Industry Financial Services
Experience
Self Employed May 2015 - Present
Salaried Professional Services/Accountemps October 2014 - May 2015
IUOE Local 4 Benefit Funds Office May 2011 - January 2013
Lincoln Street Elementary School September 2008 - June 2010
Fidelity Investments September 1997 - October 2007
Fidelity Investments February 1996 - September 1997
Skills
Training, Budgets, Account Management, Cost Benefit, Benefits Administration, 401(k) Compliance and..., Compliance, Data Analysis, Superior Client Service, Client Service Oriented, Team-oriented, Microsoft Office 2007, Communication Skills, Microsoft Excel, PowerPoint, Data Mining, Project Management, Project Planning, Project Delivery, Financial Analysis, Financial Reporting, Documentations, Operational Efficiency, ERISA, Collaborative Problem..., Management, Process Improvement, MS Office 2010, Investments, Microsoft Office
Education
Northeastern University
B.S, Business Administration; Finance
Bentley University
Pension and Employee Benefits
Self Employed May 2015 - Present
Salaried Professional Services/Accountemps October 2014 - May 2015
IUOE Local 4 Benefit Funds Office May 2011 - January 2013
Lincoln Street Elementary School September 2008 - June 2010
Fidelity Investments September 1997 - October 2007
Fidelity Investments February 1996 - September 1997
Skills
Training, Budgets, Account Management, Cost Benefit, Benefits Administration, 401(k) Compliance and..., Compliance, Data Analysis, Superior Client Service, Client Service Oriented, Team-oriented, Microsoft Office 2007, Communication Skills, Microsoft Excel, PowerPoint, Data Mining, Project Management, Project Planning, Project Delivery, Financial Analysis, Financial Reporting, Documentations, Operational Efficiency, ERISA, Collaborative Problem..., Management, Process Improvement, MS Office 2010, Investments, Microsoft Office
Education
Northeastern University
B.S, Business Administration; Finance
Bentley University
Pension and Employee Benefits
Aimée McCabe's Fidelity Investments Experience 2003 - 2006
Job Manager, Usability at athenahealth
Industry Internet
Experience
athenahealth October 2012 - Present
Carbonite April 2011 - May 2012
Vistaprint 2006 - 2011
Fidelity Investments 2003 - 2006
Imagitas 1996 - 2003
Skills
User Experience, Information Architecture, Usability Testing, Web Applications, Testing, Interaction Design, User-centered Design, User Research, Usability, Contextual Inquiry, Persona, E-commerce, Usability Engineering, Heuristic Evaluation, User Experience Design, Management, Wireframes, User Interface Design, SEO, Card Sorting, Task Analysis
Education
University of Wisconsin-Madison 1982 — 1986
B.S. Art, Computer Graphics and Psychology
Bentley University
Graduate Level Certificate, Information Design
athenahealth October 2012 - Present
Carbonite April 2011 - May 2012
Vistaprint 2006 - 2011
Fidelity Investments 2003 - 2006
Imagitas 1996 - 2003
Skills
User Experience, Information Architecture, Usability Testing, Web Applications, Testing, Interaction Design, User-centered Design, User Research, Usability, Contextual Inquiry, Persona, E-commerce, Usability Engineering, Heuristic Evaluation, User Experience Design, Management, Wireframes, User Interface Design, SEO, Card Sorting, Task Analysis
Education
University of Wisconsin-Madison 1982 — 1986
B.S. Art, Computer Graphics and Psychology
Bentley University
Graduate Level Certificate, Information Design
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank