Fidelity Investments

Industry: Financial services company

Description

Fidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC

Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.

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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Fidelity Investments Employees

Employee
Years
Job
Industry
Adrian Kowal Adrian Kowal Denver, Colorado Details
Adrian Kowal's Fidelity Investments Experience 2013 - 2014
Job Financial Representative
Industry Financial Services
Experience
Vail Resorts  March 2015 - May 2015
Fidelity Investments   2013 - 2014
LPL Financial  December 2012 - May 2013

Skills
Financial Services, Equity Trading, Financial Planning, Investment Brokerage, Investments, Retirement Planning, Mutual Funds, Portfolio Management, Risk Management, Insurance, Wealth Management, Microsoft Office, Finance, Microsoft Excel, Microsoft Word, Asset Management, Equities, Series 7, Securities, Financial Analysis, Credit Analysis, Credit Risk

Education
State University of New York at Albany   2009 — 2013
Bachelor's Degree, Economics, 3.25

University at Albany, SUNY   2009 — 2013
Bachelor of Arts (B.A.), Economics

Shawn Nash Shawn Nash Albany, New York Area Details
Shawn Nash's Fidelity Investments Experience August 2013 - Present
Job Financial Representative Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2013 - Present
Morgan Stanley Wealth Management  November 2012 - August 2013
AXA Advisors  August 2012 - November 2012

Skills
Series 7, Series 63, Series 65, Wealth Management, Strategic Financial..., 401k, 403 b, IRAs, Corporate Finance, Retirement Planning, Investment Advisory, Stock Trading, Pension Funds, Profit Sharing, Estate Planning, Life Insurance, Fixed Annuities, Mutual Funds, Long Term Care Insurance, College Savings Plans

Education
University at Albany   2008 — 2012
Bachelor of Arts (B.A.), Economics

CFA Institute
2016 Level II Candidate in the CFA Program

Nicholas Goldman Nicholas Goldman Wantagh, New York Details
Nicholas Goldman's Fidelity Investments Experience December 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2014 - Present

Education
State University of New York at Albany   2010 — 2014
Bachelor's Degree, Economics

David J. Liszewski David J. Liszewski Sharon, Massachusetts Details
David J. Liszewski's Fidelity Investments Experience June 2007 - January 2011
Job Sr. Application Developer at Interactions
Industry Computer Software
Experience
Interactions Corporation  February 2011 - Present
Fidelity Investments   June 2007 - January 2011
Extreme Reach  2009 - 2010
VeriSign  September 2005 - May 2007
New York Life Investment Management  February 2005 - May 2007
Aliaswire  February 2003 - February 2005
iConverse  February 2000 - November 2002
Philips Speech Processing  June 1996 - February 2000
Voice Processing Corporation (VPC)   July 1993 - May 1996
Data Acquisition Systems   1984 - 1991

Skills
CXF, Eclipse, Linux, Web Services, Java, Software Development, Software Engineering, Test Driven Development, Spring, Agile Methodologies, SQL, SSL, Databases, Maven, Integration, Unit Testing, High Availability, SOAP, Tomcat, VXML, Subversion, Software Design, System Architecture, IVR, Bash, Unix, SVN, Apache, Open Source, Ant, Scrum, JIRA, Object Oriented Design, High Performance..., VoiceXML, Jenkins, Information Security, Guitar, Software Packaging, System Administration, Model Driven Development, TDD, Bass, Mac OS X, Test Automation, Micro-Benchmarks, SSL Certificates, XML, TLS

Education
University at Buffalo   1975 — 1979
BS

University at Buffalo

Claire Murphy Claire Murphy Dallas/Fort Worth Area Details
Claire Murphy's Fidelity Investments Experience July 2007 - September 2007
Job Consultant at Accenture
Industry Information Technology and Services
Experience
Accenture  March 2010 - Present
EMC  June 2008 - November 2008
Fidelity Investments   July 2007 - September 2007
Fidelity Investments   April 2007 - June 2007

Skills
Business Analysis, SQL, SharePoint, SAP IS-U, SAP CRM, Maximo, Service Optimization, Syclo, Functional Design, System Testing, Business Process Design, Workforce Management, Utility Industry, SAP, Oracle, Databases

Education
University College Cork   2004 — 2008
BSc (2H1), Business Information Systems

Jeff Plewak Jeff Plewak Dallas/Fort Worth Area Details
Jeff Plewak's Fidelity Investments Experience April 2015 - Present
Job Software Engineer at Lockheed Martin
Industry Defense & Space
Experience
Fidelity Investments   April 2015 - Present
Lockheed Martin  June 2012 - April 2015
BAE Systems  June 2011 - June 2012
Synergy  2008 - 2009

Skills
Java, C++, Object Oriented Design, UML, Linux, Linux System..., Embedded Systems, User Interface Design, Data Structures, XMLBeans, Spring, Multithreaded..., Windows, Network Programming, CMMI Level 5, Agile Project Management, Unix Shell Scripting, Subversion, Testing, Requirements Analysis, Eclipse, Agile Methodologies

Education
University at Buffalo   2008 — 2011
Bachelor of Science (B.S.), Computer Science

Julie Ouellet Julie Ouellet Montreal, Canada Area Details
Julie Ouellet's Fidelity Investments Experience 2000 - 2001
Job Regional Director Investments at National Bank Investments
Industry Financial Services
Experience
National Bank of Canada  March 2008 - Present
National Bank of Canada  February 2005 - February 2008
National Bank of Canada  November 2002 - February 2005
National Bank of Canada  August 2001 - August 2002
Fidelity Investments   2000 - 2001

Skills
Mutual Funds, Investments, Financial Advisory, Management, Structured Products, Canadian Securities..., Sales Presentation..., Coaching, Salesforce.com, Business Development, Social Media, Sales, Wealth Management, Public Speaking, Strategic Planning, Financial Services, Securities, Fonds mutuels, Investissements, Conseils financiers, Produits structurés, Cours sur le commerce..., Habiletés en..., Developpement des..., Medias sociaux, Ventes, Gestion de patrimoine, Services financiers

Education
   1999 — 2002
B.A.A., Finance

Champlain Regional College - Lennoxville   1997 — 1999
Commerce, Commerce

David Power David Power Greater Boston Area Details
David Power's Fidelity Investments Experience September 2006 - April 2009
Job Principal Software Engineer at Veracode
Industry Information Services
Experience
Veracode  March 2014 - Present
Veracode  April 2012 - Present
Zoom Information  April 2009 - April 2012
Fidelity Investments   September 2006 - April 2009
Microsoft  April 2004 - August 2005

Skills
Java, SQL Server, JavaScript, XML, Web Applications, Databases, HTML, SQL, Programming, Spring, Hibernate, J2EE, Software Development, Computer Science, AJAX, Software Engineering, JSP, CSS, OOP, Application Development, Agile, Agile Methodologies, Java Enterprise Edition, Tomcat, Struts, JUnit, Eclipse, Subversion, Web Services, JSON, Spring Framework

Education
University College Cork   2001 — 2006
BSc, Computer Science

Jonathan Fedri Jonathan Fedri Dallas/Fort Worth Area Details
Jonathan Fedri's Fidelity Investments Experience June 2008 - Present
Job Electronic Publishing Professional
Industry Financial Services
Experience
Fidelity Investments   June 2008 - Present
The Barber Shop Marketing  May 2006 - June 2008
Lowe and Partners Worldwide  October 2003 - April 2006

Skills
Web Content, Content Management, Newsletters, Copy Editing, Internal Communications, Corporate Communications, Press Releases, Editing, Proofreading, Copywriting, Advertising, Customer Service, Editorial, Leadership, Publishing, Social Media Marketing, Marketing Communications, Social Networking, Management, Digital Marketing, Microsoft Office, Public Relations, Social Media

Education
University of North Texas   1997 — 2001
B.A., Journalism

University at Buffalo   1996 — 1997

Kevin Mc Dermott Kevin Mc Dermott Vancouver, Canada Area Details
Kevin Mc Dermott's Fidelity Investments Experience April 2009 - September 2009
Job Assistant Investment Advisor
Industry Investment Banking
Experience
TD Wealth Private Investment Advice  January 2014 - Present
Raymond James Financial Inc.  October 2012 - January 2014
Ventyx, an ABB Company  March 2012 - October 2012
Ventyx, an ABB Company  October 2011 - October 2012
ABB Benelux   October 2011 - October 2012
Nokia  January 2011 - June 2011
EMC  June 2010 - October 2010
Fidelity Investments   April 2009 - September 2009
Fidelity Investments   April 2009 - September 2009
Allied Irish Bank (AIB), College Road, Co. Cork   September 2006 - September 2009

Skills
Pragmatic Marketing..., Demo2win Certification, Visio, Business Intelligence, CRM, Product Management, Product Marketing, Testing, Customer Service, Lead Generation

Education
University College Cork   2006 — 2010
B.Sc., Business Information Systems

Shar-Ne W. Shar-Ne W. Dallas/Fort Worth Area Details
Shar-Ne W.'s Fidelity Investments Experience March 2014 - Present
Job Managing Director of Advisor 401K Market at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2014 - Present

Skills
International, International Travel, French, Relationship Management, Problem Solving, Communication, Qualitative &..., Driven By Results, Data Analysis, Training, Financial Services, Customer Service, Series 6, Series 63, Microsoft Office

Education
University of North Texas   2009 — 2014
Bachelor of Arts (BA), International Business and Economics, with Concentration in International Development

Université de Nice-Sophia Antipolis   2012 — 2013
Bachelor's degree, Economic and Social Administration

Kyle Keenan Kyle Keenan Cary, North Carolina Details
Kyle Keenan's Fidelity Investments Experience January 2014 - Present
Job Senior CICS Systems Programmer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2014 - Present
Koniag Services, Inc.   March 2012 - January 2014
RBC Bank  2001 - March 2012
RBC Bank  January 1992 - January 2001

Skills
CICS, IBM Mainframe, MVS, TSO, Incident Management, Data Transfer

Education
University at Albany
Bachelor of Arts (BA), Music

Linoy Mathew Linoy Mathew Greater New York City Area Details
Linoy Mathew's Fidelity Investments Experience 2011 - Present
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments   2011 - Present
David Lerner Associates, inc.   2009 - 2011
JPMorgan Chase  May 2007 - June 2009
JPMorgan Chase  July 2006 - May 2007
Beneficial Financial Group  May 2005 - May 2006

Skills
Banking, CRM, Finance, Financial Analysis, Financial Services, Investments, Leadership, Loans, Management, Mutual Funds, Portfolio Management, Real Estate, Sales

Education
State University of New York at Albany   2001 — 2005
BS, Finance, Marketing

Ken Carroll Ken Carroll Greater Boston Area Details
Ken Carroll's Fidelity Investments Experience September 2001 - January 2007
Job VP Software & IoT Platforms at Schneider Electric
Industry Financial Services
Experience
Schneider Electric  October 2013 - Present
RBS Citizens Group  April 2012 - October 2013
HR Access Solutions  November 2010 - February 2012
Fidelity Investments FPCMS   January 2007 - October 2010
Fidelity Investments   September 2001 - January 2007
Fidelity Investments (FISC Ireland)   March 1999 - August 2001
Tecnocad Ltd   January 1988 - March 1999

Skills
DevOps, IOT, NoSQL, Continuous Delivery, MongoDB, REST, Hadoop, M2M, Agile, SOA, Scrum, Integration, Spring, Tomcat, Software Engineering, Oracle, SOAP, Java, JIRA, Hibernate, Maven, Unix, XML, Confluence, Release Management, Performance Tuning, IT Transformation, WebSphere Application..., iBatis, Organizational..., Continuous Integration, Groovy, ESB, MySQL, C++, Building Strong Teams, Quartz, Mule ESB, Bamboo, Messaging, Grails, AspectJ, Nexus, Hyperic HQ, JBPM, ActiveMQ, Fisheye, OLTP, CAD/CAM, Windows Azure

Education
University College Dublin
B.E., M.E.D. (Masters in Engineering Design), Engineering, Engineering Design

Stephanie Chassagnade Stephanie Chassagnade Toronto, Canada Area Details
Stephanie Chassagnade's Fidelity Investments Experience 2000 - 2009
Job Bilingual Events Services Professional for corporate and incentives programs
Industry Events Services
Experience
Freelance Travel Director for corporate and incentives programs   July 2010 - Present
Wynford  September 2014 - January 2015
Fidelity Investments   2000 - 2009
Fidelity Investments   1999 - 2000
Fidelity Investments   1998 - 1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICE COMPANY, INC.   1996 - 1997

Skills
Project Management, Event Planning, Marketing Communications, Event Management, Management, Public Relations, Corporate Events, Budgets, Program Management, Trade Shows, Hospitality, Customer Service

Education
Sprachschule Hamburg - Language Centre   1997 — 1998
German Language Studies

Université Paris-Sorbonne   1993 — 1994
Certificate, Civilization and Cultural French

University of Toronto   1988 — 1993
Honors BA, Labour Management, French

Université Nice Sophia Antipolis   1990 — 1990
Diploma, Advaced French Language

Andrew Krisak Andrew Krisak Greater Boston Area Details
Andrew Krisak's Fidelity Investments Experience June 2011 - August 2011
Job Data Operations Analyst at Kaspersky Lab
Industry Information Technology and Services
Experience
Kaspersky Lab  May 2012 - Present
New York State Education Department  February 2012 - June 2012
Fidelity Investments   June 2011 - August 2011
New Hampshire Electric CO-OP   January 2008 - June 2008

Skills
SQL, Java, Visual Basic, Microsoft Office, PL/SQL, MS Project, ETL Tools, Microsoft Access, Demand Tools, Salesforce.com, SSIS, SSRS, SSAS, Unix

Education
State University of New York at Albany   2008 — 2012
Bachelor's degree, Information Science

Mark Wittenstein Mark Wittenstein Princeton, New Jersey Details
Mark Wittenstein's Fidelity Investments Experience November 1993 - August 2014
Job Managing Partner at The Castlewood Select Funds, LLC
Industry Investment Management
Experience
The Castlewood Select Funds, LLC   September 2014 - Present
Fidelity Investments   November 1993 - August 2014
Fidelity Investments   1986 - October 1993

Skills
Series 63, Series 7, Series 6, Mutual Funds, Wealth Management, Investments, Asset Management, Financial Services, Alternative Investments, Asset Allocation, Investment Advisory, Portfolio Management, Securities, Equities, Retirement Planning, Investment Management, Fixed Income, Investment Strategies, Financial Advisory

Education
New York University - Leonard N. Stern School of Business   1988 — 1993
Master of Business Administration (M.B.A.), Finance

University at Albany, SUNY   1979 — 1983
BS, Mathematics

David Jaeger David Jaeger Greater Boston Area Details
David Jaeger's Fidelity Investments Experience June 2013 - February 2014
Job Client Service Manager at Canby Financial Advisors, LLC
Industry Financial Services
Experience
Canby Financial Advisors   February 2014 - Present
Fidelity Investments   June 2013 - February 2014
Fidelity Investments   June 2012 - August 2012
Stow Acres Country Club  May 2011 - August 2011
Fidelity Investments   May 2011 - August 2011
Spring Break Outreach   November 2010 - May 2011
St. Ambrose After School Program   September 2009 - May 2011
Vector Marketing  June 2009 - August 2009
Brine's Sporting Goods   July 2008 - August 2009
Stow Acres Country Club  April 2006 - September 2006

Education
Loyola University Maryland   2009 — 2013
Bachelor's Degree, History with Writing minor

University College Cork   2011 — 2012

Lincoln-Sudbury Regional High School (LSRHS)   2005 — 2009
High School Diploma

Martin Lavigne Martin Lavigne Montreal, Canada Area Details
Martin Lavigne's Fidelity Investments Experience May 2000 - June 2005
Job President, National Bank Financial, Wealth Management
Industry Financial Services
Experience
National Bank Financial  July 2011 - Present
National Bank of Canada  September 2008 - July 2011
National Bank Securities  September 2006 - October 2008
National Bank Securities  June 2005 - November 2006
Fidelity Investments   May 2000 - June 2005
Los Angeles Dodgers  December 1990 - December 1993

Skills
Mutual Funds, Investments, Wealth Management, Portfolio Management, Investment Strategies, Equities, Asset Management, Fixed Income, Investment Advisory, Financial Planning

Education
Université Laval   1994 — 1998

Lauren M. McKenzie, CRPC® Lauren M. McKenzie, CRPC® Buffalo/Niagara, New York Area Details
Lauren M. McKenzie, CRPC®'s Fidelity Investments Experience July 2007 - January 2010
Job Associate Client Relationship Manager
Industry Financial Services
Experience
Merrill Lynch  July 2015 - Present
Merrill Lynch  July 2014 - Present
Merrill Lynch  December 2010 - July 2014
Fidelity Investments   July 2007 - January 2010
Petros Financial Services, Inc.   August 2006 - June 2007

Skills
Series 7, Customer Service, Uniform Combined State..., Retirement Planning, Series 63, Wealth Management, Mutual Funds, Retirement, Asset Allocation, Securities, Investments, Portfolio Management, Series 10, Series 66, Insurance

Education
University at Buffalo   2015 — 2017
Master of Business Administration (M.B.A.), Executive program

SUNY at Buffalo   2003 — 2006
B.A., Psychology

Sean Kremin Sean Kremin Dallas, Texas Details
Sean Kremin's Fidelity Investments Experience May 2015 - Present
Job Investments
Industry Financial Services
Experience
Fidelity Investments   May 2015 - Present
New York Life Insurance Company  September 2014 - April 2015
Acceleration Retirement  January 2013 - August 2014
Park West Gallery  August 2009 - January 2013
Ameriprise Financial Services, Inc  August 2005 - January 2008
David Lerner Associates, Inc  October 2001 - August 2005
CIBC World Markets Corp  December 2000 - September 2001
Morgan Taylor   August 2000 - December 2000

Skills
Sales Management, Sales, Investments, Investment Advisory, Insurance, Life & Health Insurance..., Series 7, Series 63, Sales Rep Training, Public Speaking, Team Leadership, Marketing Strategy, Direct Sales, Sales Presentations, Marketing, Lead Generation, Management, Entrepreneurship, Salesforce.com, Strategic Partnerships, New Business Development, Sales Process, Social Media Marketing, Strategic Planning, Small Business, Leadership, Finance

Education
State University of New York at Albany   1996 — 2000
B.S, Human Biology

Sandy Pangburn Sandy Pangburn Albany, New York Area Details
Sandy Pangburn's Fidelity Investments Experience 2007 - Present
Job Pension Actuary and Consultant
Industry Financial Services
Experience
Fidelity Investments   2007 - Present
Penflex, Inc.   February 2001 - June 2007
Milliman  1992 - 2000
NYSTRS  1982 - 1992

Skills
ASA, Defined Benefit, Pensions, Profit Sharing, Retirement, Enrolled Actuary, MBA

Education
University at Albany, SUNY   1989 — 1992
MBA, Business Administration, Management

University at Albany, SUNY   1977 — 1981
BS, Mathematics major, Business minor

Stacy (Finkel) Bistoff Stacy (Finkel) Bistoff Greater Boston Area Details
Stacy (Finkel) Bistoff's Fidelity Investments Experience September 2013 - Present
Job Vice President, Communications, Asset Management at Fidelity Investments
Industry Public Relations and Communications
Experience
Fidelity Investments   September 2013 - Present
Fidelity Investments   July 2012 - September 2013
Fidelity Investments   2009 - 2012
Fidelity Investments   February 2007 - December 2009
Fidelity Investments   2005 - 2007
Fidelity Investments   2004 - 2005
Atari  2002 - 2004
Lycos  2000 - 2002
News Digital Media (News Corp.)   1998 - 2000
Patrice Tanaka & Company, Inc.   1997 - 1998

Skills
Internal Communications, Marketing Communications, Strategic Communications, Public Relations, Corporate Communications, Business Writing, Message Development, Press Releases, Crisis Communications, Communications Planning, Media Relations, Communication Training

Education
University at Buffalo   1993 — 1997
BA, Communications, Psychology

Melissa M. Maloney Melissa M. Maloney Greater New York City Area Details
Melissa M. Maloney's Fidelity Investments Experience 1998 - 2000
Job at Omega Settlement Services, Inc.
Industry Legal Services
Experience
Omega Settlement Services, Inc.   March 2011 - Present
Wellinghorst & Fronzuto   February 2010 - May 2010
Merrill Lynch  1996 - 2006
Fidelity Investments   1998 - 2000
Hertzog, Calamari & Gleason   July 1993 - February 1996
Tenzer, Greenblatt, Fallon & Kaplan   November 1992 - July 1993

Skills
Notary Public, Equities, Securities, Due Diligence, Securities Regulation

Education
University at Albany, SUNY   1990 — 1992
BA, Political Science/Pre-Law

Jimit Sukkawala Jimit Sukkawala Greater New York City Area Details
Jimit Sukkawala's Fidelity Investments Experience July 2012 - March 2014
Job Technical Lead SOA/BPM/Integration at Prolifics
Industry Information Technology and Services
Experience
Morgan Stanley  November 2014 - Present
Prolifics  August 2015 - Present
Prolifics  April 2012 - July 2015
Aetna  April 2014 - October 2014
Fidelity Investments   July 2012 - March 2014
Apple Vacations  April 2012 - July 2012
Prolifics  July 2009 - April 2012
Morgan Stanley Smith Barney  February 2010 - September 2011

Skills
SOA, Java Enterprise Edition, SDLC, Web Services, Websphere, WebSphere Process Server, WebSphere Application..., Software Development, Integration, Business Process Design, Business Process..., JSP, Business Process, Java, Servlets, DB2, UML, BPEL, ESB, Enterprise Software, Databases, Core Java

Education
State University of New York at Buffalo   2008 — 2009
Masters, Management Information Systems

University of Mumbai   2003 — 2007
Bachelors of Engineering, Information Technology

Paule Verreault Paule Verreault Montreal, Canada Area Details
Paule Verreault's Fidelity Investments Experience September 2000 - June 2011
Job Spécialiste en formation at Financière Sun Life
Industry Financial Services
Experience
Financière Sun Life  May 2014 - Present
Fidelity Investments   September 2000 - June 2011
CIBC  June 1990 - August 2000

Skills
Customer Service, Sales Management, New Business Development, Sales Presentations, Training Delivery, Coaching, Strategy, Management, Risk Management

Education
Laval University   1985 — 1988
Bachelor of Arts (B.A.), Economics

Institut Québécois Planification Financière IQPF
Planificateur financier

Gerry Whelan Gerry Whelan Hull, Massachusetts Details
Gerry Whelan's Fidelity Investments Experience January 2003 - February 2007
Job Principal at Whelan Advisory Services LLC
Industry Financial Services
Experience
Whelan Advisory Services LLC   May 2012 - Present
Charles Schwab  February 2008 - May 2012
Fidelity Investments   January 2003 - February 2007
Fidelity Investments   February 2000 - February 2007
Fidelity Investments   September 1995 - February 2000
Fidelity Investments   February 1993 - September 1995
The Boston Company  February 1990 - September 1992
V. Berg & Sons   July 1986 - March 1990

Skills
Strategic Financial..., Financial Analysis, Building Relationships, Consultation, Income Protection, Asset Allocation, Retirement Planning, Asset Managment, Financial Planning, Mutual Funds, Retirement, Trading, Financial Services, Asset Management, Equities

Education
University College Dublin   1992 — 1993
Master of Business Administration (MBA), Finance, General

University College Dublin   1982 — 1986
Bachelor of commerce, finance and accounting

Charles Guay Charles Guay Montreal, Canada Area Details
Charles Guay's Fidelity Investments Experience 1998 - 2001
Job Viceprésident directeur, Marchés institutionnels, Manuvie Canada et Président et chef de la direction, Manuvie Québec
Industry Financial Services
Experience
Standard Life Canada  February 2012 - February 2015
National Bank of Canada  September 2008 - January 2012
National Bank of Canada  2007 - 2008
National Bank of Canada  2005 - 2007
National Bank of Canada  2001 - 2005
Fidelity Investments   1998 - 2001

Skills
Investments, Wealth Management, Portfolio Management, Mutual Funds, Asset Management, Strategic Financial..., Risk Management, Banking, Financial Analysis, Change Management, Strategic Planning, Securities, Retirement Planning, Capital Markets, Business Strategy

Education
Université Laval   1991 — 1994
Bachelor's degree

college de levis   1984 — 1989

Paul Dorney Paul Dorney Raleigh, North Carolina Details
Paul Dorney's Fidelity Investments Experience January 2011 - January 2012
Job Senior Software Developer at SAS
Industry Information Technology and Services
Experience
SAS  January 2012 - Present
Fidelity Investments   January 2011 - January 2012
Fidelity Investments   September 2008 - December 2010
Fidelity Investments   September 2007 - September 2008
EMC  April 2005 - April 2006

Skills
HTML5, Flex, Java, JavaScript, ActionScript, Unix, Software Development, Web Development, Web Design, jQuery, User Interface Design, Spring, HTML 5, SQL, Agile Methodologies, Visual Studio, Web Applications, CSS, Web Services

Education
Higher Education and Awards Council of Ireland   2007 — 2008
Graduate Diploma in Web Application Development, Web Application Development (Software Engineering)

University College Cork   2006 — 2007
MBS, Business Information Systems

University College Cork   2001 — 2006
BSC, Computer Science

Bruce Magnuson, PMP®, CSM Bruce Magnuson, PMP®, CSM Greater Boston Area Details
Bruce Magnuson, PMP®, CSM's Fidelity Investments Experience 2002 - 2008
Job Sr. Manager, Systems Administration and Quality
Industry Financial Services
Experience
Nashua Scrum Club   2009 - 2010
Fidelity Investments   2002 - 2008
Fidelity Investments   1999 - 2002
Fidelity Investments   1997 - 1999

Skills
PMP, SDLC, Quality Assurance, Process Improvement, Business Process..., Integration, Software Project..., Scrum, Agile Methodologies, Waterfall, Testing, Quality Center, Analysis, Software Quality..., Vendor Management, HP Quality Center, Requirements Analysis

Education
Guilderland High School

Guilderland High School

University at Albany
B.S., Computer Science

University of Massachusetts at Lowell
DHTML Class

Matthew Neff Matthew Neff Sacramento, California Area Details
Matthew Neff's Fidelity Investments Experience March 2000 - January 2006
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  May 2007 - Present
Fidelity Investments   March 2000 - January 2006

Skills
Retirement Planning, Mutual Funds, 401k, Retirement, Series 63, Fixed Annuities, Investment Advisory, Wealth Management, Investments, Strategic Financial..., Estate Planning, Pensions, Insurance, Employee Benefits

Education
University at Buffalo   1991 — 1994
Bachelors of Business Administration, Finance, Marketing and Human Resources

Krista Bassett Krista Bassett Washington D.C. Metro Area Details
Krista Bassett's Fidelity Investments Experience March 1996 - January 2004
Job Strategic Communications Manager
Industry Human Resources
Experience
Xerox  August 2012 - Present
St. Thomas Aquinas Regional School   March 2012 - July 2012
Veritude  August 2005 - December 2006
Fidelity Investments   March 1996 - January 2004

Skills
Organization, Writing, Creative Writing, Technical Writing, Newsletters, Employee Benefits, Health & Welfare..., Defined Contribution, Defined Benefit, Project Planning, Educational Fundraising, Requirements Gathering, Editing, Content Management, Web Content Management, Communications Planning, Marketing Communications, Corporate Communications, Strategy, Vendor Management

Education
SUNY Albany   1992 — 1994
Bachelor of Science (BS), Accounting

Meredith Stand Meredith Stand Holden, Massachusetts Details
Meredith Stand's Fidelity Investments Experience July 2001 - April 2005
Job New Patient Coordinator at Greendale Physical Therapy
Industry Publishing
Experience
Greendale Physical Therapy  September 2015 - Present
Juice PLUS+ International franchise  March 2014 - Present
MLS Designs   January 2005 - Present
Fidelity Investments   July 2001 - April 2005
Dreyfus  April 1999 - July 2001
Moody's Investors Service  January 1991 - April 1999

Skills
Newsletters, Graphics, Packaging, Magazines, Art, Books, Desktop Publishing, Business Cards, Copywriting, Editing, Social Media, Microsoft Office, Email Marketing, Marketing Communications, PowerPoint, Social Media Marketing, Microsoft Word, Event Planning, Customer Service, Microsoft Excel, Public Speaking, Fundraising

Education
State University of New York at Buffalo   1987 — 1991
Bachelor's degree, English Language and Literature, General

Morgan Barker, MBA Morgan Barker, MBA Raleigh-Durham, North Carolina Area Details
Morgan Barker, MBA's Fidelity Investments Experience January 2006 - May 2011
Job Account Manager at Aetna
Industry Insurance
Experience
Aetna  February 2014 - Present
RPG Solutions  July 2012 - November 2013
Rex Healthcare  May 2011 - August 2012
Fidelity Investments   January 2006 - May 2011
Fidelity Investments   September 2004 - December 2005

Skills
Benefits Administration, Customer Relations, Benefits, Employee Benefits, Problem Solving, Health Insurance, HRIS, Onboarding, FMLA, Workers Compensation, HIPAA, Hiring, Interviewing, Open Enrollment, Lawson, Insurance, Outlook, COBRA, Coaching, Process Improvement, New Hire Orientation, Metrics, Customer Service, Ceridian, Applicant Tracking..., HR Policies, New Employee Orientation, Vendor Management, New Hire Orientations, Human Resources, Management, Personnel Management, Employee Relations

Education
University of Phoenix   2008 — 2010
Masters, Business Administration

University at Albany, SUNY   1998 — 2003
Bachelor of Arts, Psychology

Lucie Wall Lucie Wall Greater Boston Area Details
Lucie Wall's Fidelity Investments Experience 2011 - Present
Job Account Supervisor
Industry Marketing and Advertising
Experience
Fidelity Investments   2011 - Present
Fidelity Investments   January 2010 - January 2010

Skills
Social Media, Editing, Advertising, Integrated Marketing, Business Analysis, Marketing Strategy, Strategic Planning, Digital Marketing, Marketing Event Planning

Education
Wellesley College   2008 — 2012
Bachelor's degree, History, French

Université Paris Sorbonne (Paris IV)   2011 — 2011
European History

Stuart Rubinstein Stuart Rubinstein Greater Boston Area Details
Stuart Rubinstein's Fidelity Investments Experience September 2014 - Present
Job Senior Vice President, Digital Solutions at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments   September 2014 - Present
TD Ameritrade  October 2010 - July 2014
TD Ameritrade  September 2009 - November 2010
TD AMERITRADE  January 2006 - November 2009
TD Waterhouse  January 2000 - January 2006
Goldman Sachs  December 1996 - January 2000
Dreyfus  1994 - 1996

Skills
E-commerce, Marketing, Management, Product Management, Leadership, Financial Services, Series 7, Digital Strategy, Strategy, Series 63, Analytics, Mobile Devices, Marketing Strategy, Series 24, Investments, Business Planning, Interactive Marketing, Strategic Partnerships, Competitive Analysis, Integrated Marketing, New Media, Mobile Marketing, Mutual Funds, Email Marketing, Social Media Marketing, CRM, Lead Generation, Wealth Management, Relationship Management, Digital Marketing, Segmentation, Emerging Media, Interactive Strategy, Direct Marketing, Retail, Customer Acquisition, Social Media

Education
New York University - Leonard N. Stern School of Business   1988 — 1990
M.B.A., Marketing

University at Albany, SUNY   1981 — 1985
B.S., Business, Management Information Systems

Gail Sheldon Gail Sheldon Greater Boston Area Details
Gail Sheldon's Fidelity Investments Experience 2006 - 2008
Job Contractor, Global Marketing, Merrill Edge at Bank of America
Industry Marketing and Advertising
Experience
Bank of America  November 2013 - Present
Bank of America  February 2008 - October 2013
Fidelity Investments   2006 - 2008
Scudder Investments  April 1993 - June 2002
The Chase Manhattan Bank  June 1989 - April 1993
American Institute of Certified Public Accountants  February 1984 - May 1989

Skills
Supurb listening and..., Keen marketing sense, Accomplished..., Outstanding..., Rock-solid project..., Direct Marketing, Financial Services, Written Communication, Marketing Strategy

Education
State University of New York at Albany
BS in Business Adm/Marketing, English

Humberto Velez Humberto Velez Greater New York City Area Details
Humberto Velez's Fidelity Investments Experience January 2014 - Present
Job Operations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2014 - Present
JPMorgan Chase  November 2012 - October 2013
JP Morgan Chase  April 2011 - October 2012
Fidelity Investments   December 2010 - April 2011
Fidelity Investments   January 2010 - May 2010
UBS Wealth Management  October 2008 - April 2009
TD Waterhouse  December 2004 - July 2007

Skills
Wall Street Concepts, ADP Brokerage Operating..., Micro Bank, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Tax Returns, Tax Reporting, Cost Basis Reporting, Asset Management, Facilities Management, 1099 Preparation, Investment Banking

Education
University at Albany, SUNY   1996 — 2000
Bachelor of Arts, Criminal Justice

Bob Brobak Bob Brobak Raleigh-Durham, North Carolina Area Details
Bob Brobak's Fidelity Investments Experience August 2009 - May 2010
Job Talent Advisor at McKesson
Industry Information Technology and Services
Experience
McKesson  January 2014 - Present
DISYS  October 2013 - January 2014
IBM  May 2010 - October 2013
Fidelity Investments   August 2009 - May 2010
Spencer Reed Group  December 2008 - February 2009
Accentuate Staffing  June 2007 - October 2008
Maxim Staffing  September 2006 - June 2007
Hearst  August 2005 - September 2006

Skills
Recruiting, Human Resources, Applicant Tracking..., Leadership, Technical Recruiting, Talent Acquisition, Benefits Administration, Talent Management, College Recruiting, Cloud Computing, Sourcing, Onboarding, Internet Recruiting, Interviews, Temporary Placement, Staffing Services, Screening Resumes, Screening

Education
University at Buffalo   2000 — 2005

Susan Hiller Susan Hiller Greater New York City Area Details
Susan Hiller's Fidelity Investments Experience January 2011 - Present
Job Vice President, Communication at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments   January 2011 - Present
Tyco International  November 2006 - January 2011
PartnerComm, Inc.   2006 - 2006
Towers Perrin  2001 - 2006
PWC  July 1998 - April 2001
Foster Higgins  1986 - 1998

Skills
Change Management, Employee Benefits, Human Resources, Internal Communications, Leadership, Management, Program Management, Strategic Communications

Education
University at Albany, SUNY   1974 — 1978
BA, English; Political Science

Rachel Allen Rachel Allen Austin, Texas Details
Rachel Allen's Fidelity Investments Experience November 2010 - December 2011
Job Product Marketing Manager at Drillinginfo
Industry Financial Services
Experience
Drillinginfo  May 2015 - Present
BP3 Global, Inc.   March 2014 - April 2015
Gerson Lehrman Group  September 2012 - March 2014
Gerson Lehrman Group  January 2012 - September 2012
Fidelity Investments   November 2010 - December 2011
Mobile Bar Association Volunteer Lawyers Program   August 2009 - August 2010
The Georgia Trust for Historic Preservation  June 2008 - August 2008

Skills
Stata, Research, Management, Economics, Financial Modeling, Data Analysis, Investments, Qualitative Research, Social Media, Strategy, Sales, Customer Reference, Case Studies, Leadership, Product Marketing, Project Management, Event Planning, Marketing, Public Speaking, Market Research, Microsoft Office, Business Development, Lead Generation

Education
Wellesley College   2005 — 2009
Bachelor of Arts (BA), History

University College Cork   2007 — 2008
Visiting Student

Old Town High School

Simon Vaillancourt Simon Vaillancourt Orlando, Florida Area Details
Simon Vaillancourt's Fidelity Investments Experience December 2003 - July 2004
Job Solution Architect / Software Architect at The Walt Disney Company
Industry Computer Software
Experience
The Walt Disney Company  July 2006 - Present
South Florida Water Management District  June 2005 - July 2006
Walt Disney Parks and Resorts Online  August 2004 - May 2005
Fidelity Investments   December 2003 - July 2004
Siemens  June 2003 - December 2003
Nike  January 2002 - June 2003
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas   July 2001 - December 2001
Learningsoft   May 2000 - April 2001
Inner Sense   1999 - May 2000
Canadian Coast Guard  1997 - 1999

Skills
Solution Architecture, System Architecture, SOA, Computer Vision, Image Processing, Software Engineering, Domain Driven Design, Design Pattern, Modeling, UML, Object Oriented Design, Java, Java Enterprise Edition, Spring Framework, XML, AngularJS, Node.js, JavaScript, Agile Methodologies, RESTful WebServices, Analysis, Software Design, Security, Linux, Software Development, Enterprise Architecture, HTML, User Interface, SDLC, Web Services, Web Applications, Data Modeling, Apache, Tomcat

Education
Université Laval   1994 — 1997
PhD, Electrical Engineering, Courses completed. Thesis: Computer Vision, to be defended, Computer Vision

Université Laval   1991 — 1994
Master's Degree, Computer Vision

Université de Montréal - Ecole polytechnique de Montréal   1991 — 1992
1 year in Biomedical Engineering Master program, Biomedical/Medical Engineering

Université Laval   1987 — 1991
Bachelor's Degree, Electrical and Electronics Engineering

Michelle DiBenedetto Michelle DiBenedetto Greater New York City Area Details
Michelle DiBenedetto's Fidelity Investments Experience March 2015 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2015 - Present
AXA Advisors  July 2014 - February 2015
Wyndham Vacation Ownership  2012 - 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking, Access, Budgets, Data Analysis, Accounting, Financial Analysis, Insurance

Education
State University of New York at Albany   2007 — 2011
Bachelor of Science (BS), Finance & Management

Benoit Sanscartier Benoit Sanscartier Issaquah, Washington Details
Benoit Sanscartier's Fidelity Investments Experience August 1999 - November 1999
Job Senior Software Engineer at Nordstrom
Industry Computer Software
Experience
Nordstrom  May 2015 - Present
Microsoft  February 2011 - November 2013
Microsoft  June 2008 - December 2011
Microsoft  July 2004 - June 2008
Atex  April 2002 - February 2004
Tecnomatix -Unicam  February 2000 - April 2002
Fidelity Investments   August 1999 - November 1999
Atrion International  February 1999 - October 1999
CGI – Bell Sygma   September 1998 - February 1999
MDS (Microsoft Consulting Services)   December 1998 - January 1999

Skills
C#, .NET, Microsoft SQL Server, LINQ, Software Design, Visual Studio, Object Oriented Design, WCF, Software Development, Software Engineering, Web Services, Silverlight, WPF, Scrum, T-SQL, Agile Methodologies, Design Patterns, Entity Framework, Unit Testing, C++, ASP.NET, jQuery, Humor, Cryptography, JavaScript, HTML 5, TFS, REST, Distributed Systems, XML

Education
Université du Québec à Montréal
Master's Degree, Telecommunication Software Engineering

Université de Montréal
Bachelor's Degree, Mathematics and Physics

College Andre-Grasset
D.E.C. Science

Mark O'Leary Mark O'Leary San Francisco, California Details
Mark O'Leary's Fidelity Investments Experience March 2008 - September 2008
Job Solution Engineering at salesforce.com
Industry Information Technology and Services
Experience
salesforce.com  December 2013 - Present
NetSuite  November 2011 - December 2013
Netsuite Inc.  April 2010 - December 2011
Fidelity Investments   March 2008 - September 2008

Skills
Visual Basic, UML, Gap Analysis, Accounting, ERP, Business Intelligence, NetSuite, Cloud Computing, SaaS, Software Implementation, Requirements Analysis, Enterprise Software, SQL, Salesforce.com, Data Warehousing, Oracle, Professional Services, Agile Methodologies, Microsoft SQL Server, Sales Engineering, Software Consulting, Process Consulting, Support systems design, CRM, Cloud Consulting, Business Process Mapping, Business Process..., Business Analysis, Software Project..., E-commerce, Requirements Gathering, Analysis, SDLC, Start-ups, Pre-sales, Management, Business Process, Team Leadership

Education
University College Cork   2005 — 2009
Bachelor of Science (BSc), Information Technology

Dean Brown, MBA Dean Brown, MBA Jacksonville, Florida Area Details
Dean Brown, MBA's Fidelity Investments Experience April 2011 - July 2012
Job Senior Vendor Management & Performance Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  November 2013 - Present
Beeline  April 2013 - November 2013
Pragmatic Works  July 2012 - April 2013
Fidelity Investments   April 2011 - July 2012
Merrill Lynch  June 2010 - April 2011
Osprey Financial Group  August 2009 - May 2010
UNF's Finance & Investment Society   August 2009 - May 2010

Skills
Portfolio Management, Mutual Funds, Asset Allocation, Financial Advisory, Investment Strategies, Bonds, Stocks, ETFs, Financial Research, Cross Selling, Risk Assessment, Investments, Series 7, Financial Analysis, Strategic Financial..., Finance, Fixed Income, Analysis, Financial Modeling, Microsoft Excel, Strategy, Financial Planning, Strategic Planning, Customer Service

Education
University of North Florida   2008 — 2010
Master of Business Administration, Finance and Economics

University of South Florida   2004 — 2008
Bachelor of Business Administration, Finance

Université Paris Dauphine   2006 — 2007
International Business

Matthew Grieco Matthew Grieco Roslyn, New York Details
Matthew Grieco's Fidelity Investments Experience April 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2015 - Present
Brown Brothers Harriman  December 2014 - March 2015
Gadge USA  November 2014 - December 2014
Aurify Brands  June 2013 - August 2013
Securitas  July 2011 - August 2011
Superior Motion Control   June 2010 - August 2010

Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Cpr Certified, First Aid

Education
SUNY Albany   2010 — 2014
Bachelor of Business Administration (BBA), Finance/Marketing, 3.3

Damien Biggs Damien Biggs Greater Boston Area Details
Damien Biggs's Fidelity Investments Experience January 2006 - June 2008
Job Senior Software Engineer at VMware
Industry Information Technology and Services
Experience
VMware  September 2013 - Present
VMware  July 2011 - September 2013
Isobar  July 2008 - July 2011
Fidelity Investments   January 2006 - June 2008
Fidelity Investments   September 2004 - January 2006
Barclays  June 2004 - September 2004
Deutsche Bank  June 2003 - September 2003

Skills
Flex 4, IntelliJ IDEA, Java, C#, Tomcat, Flex Builder, SQL, JIRA, Flex, Web Services, Java Enterprise Edition, Flash Builder, AJAX, Web Development, XML, Subversion, HTML 5, JavaScript, SOAP, CSS, jQuery, Mobile Applications, Ant, Web Applications, Hibernate, Agile Methodologies, SDLC, ASP.NET, JSON, Linux, JUnit, JSP, Testing, Struts

Education
University College Cork   2000 — 2004
Business Information Systems, Economics, Programming, Finance

Steven K. Rabinaw, CPC, QPA, QKA, AIF® Steven K. Rabinaw, CPC, QPA, QKA, AIF® Saint Louis, Missouri Details
Steven K. Rabinaw, CPC, QPA, QKA, AIF®'s Fidelity Investments Experience November 2006 - May 2009
Job Senior Retirement Plan Marketing Specialist at Stifel, Nicolaus & Company, Incorporated
Industry Financial Services
Experience
Stifel, Nicolaus  January 2012 - Present
National Life Group  June 2009 - April 2011
Fidelity Investments   November 2006 - May 2009
The MONY Group  July 1987 - January 2005

Skills
Retirement, Retirement Planning, Marketing qualified..., Fixed Annuities, Marketing, Employee Benefits, Pensions, Qualified Retirement..., Mutual Funds, Insurance, Series 63, 401k, Series 6, Financial Services, Strategic Financial..., Estate Planning, Financial Advisory, Life Insurance, Strategy, Investments, Wealth Management, Asset Allocation, Investment Advisory, Series 7, FINRA, Defined Benefit, IRAs, Securities

Education
State University of New York at Albany
BA

Ellen Barr Ellen Barr Greater Boston Area Details
Ellen Barr's Fidelity Investments Experience July 1997 - May 2005
Job Technical Writer at TJX
Industry Retail
Experience
TJX  March 2011 - December 2014
TJX  September 2009 - February 2011
InterGen  August 2008 - May 2009
PC Connection, Inc.   July 2006 - August 2008
Clear Point Consultants  July 2006 - April 2008
Fidelity Investments   July 1997 - May 2005
Axent Technologies  August 1996 - July 1997
Great American Software   December 1991 - August 1996
Boston University  1978 - 1991
Alianza Uruguay-Estados Unidos   September 1976 - December 1977

Skills
Visio, Business Analysis, Software Documentation, Project Management, Management, Agile Methodologies, Training, Process Improvement, Technical Writing

Education
University of Massachusetts Lowell   2006 — 2006
Web Site Design

University of Massachusetts Lowell   1990 — 1991
Certificate, Technical Communication

University at Buffalo   1973 — 1974
M. Ed., Foreign Language Education

Shazeeye Kirmani Shazeeye Kirmani San Francisco Bay Area Details
Shazeeye Kirmani's Fidelity Investments Experience 2008 - 2008
Job Sr. User Experience Researcher at Coupons Inc.
Industry Information Technology and Services
Experience
Coupons Inc.  May 2012 - Present
Avalanche Biotechnologies, Inc.   January 2012 - May 2012
HealthCrowd  April 2010 - August 2010
Infosys Technologies Ltd.  2005 - March 2009
Fidelity Investments   2008 - 2008
Fidelity Investments   2008 - 2008

Skills
User Experience, Usability Testing, Heuristic Evaluation, Usability, Web Analytics, E-commerce, SEO, Product Management, Social Media Marketing, Human Factors, Market Research, Eye Tracking, Product Marketing, Project Management, Business Strategy, Strategy, Consulting, Start-ups

Education
University of California, Irvine - The Paul Merage School of Business   2009 — 2011
MBA, Marketing

University at Buffalo   2002 — 2004
MS, Human Computer Interaction

Bangalore Institute of Technology   1997 — 2001
BE, Industrial Engineering

Steven Ricciardi Steven Ricciardi Greater New York City Area Details
Steven Ricciardi's Fidelity Investments Experience 1991 - 1992
Job Private Investor and Consultant
Industry
Experience
Swan Song Associates   2013 - Present
Richmond Lawrence Mgmt   2013 - Present
Goldman Sachs  2006 - 2012
Lehman Brothers  2001 - 2006
Prudential Securities  1998 - 2001
Dean Witter Reynolds  1992 - 1998
Fidelity Investments   1991 - 1992
County NatWest   1986 - 1991

Skills
Investment Banking, Structured Products, Derivatives, Fixed Income, Alternative Investments, Capital Markets, Hedge Funds, Portfolio Management, Private Equity, Management, Investments, Asset Management

Education
State University of New York at Albany

Steven Freshman Steven Freshman Norwalk, Connecticut Details
Steven Freshman's Fidelity Investments Experience 1995 - 1996
Job Partner Development, GM at Owlstone Nanotech
Industry Industrial Automation
Experience
Owlstone Inc.   March 2009 - Present
Introsys   August 2008 - February 2009
Carlson Marketing  2005 - 2007
Vertrue Inc  August 1996 - November 2005
Fidelity Investments   1995 - 1996
The New York Times  1983 - 1995

Education
State University of New York at Albany   1976 — 1978
MBA, Marketing

University of Rochester   1972 — 1976
BA, Sociology/Business

Scott Davis Scott Davis Greater Boston Area Details
Scott Davis's Fidelity Investments Experience September 2006 - April 2007
Job CTO, Executive, Strategist & Innovator
Industry Computer Software
Experience
Infinio   June 2014 - Present
VMware  April 2007 - May 2014
Fidelity Investments   September 2006 - April 2007
Virtual Iron Software  March 2003 - December 2005
Mangosoft, Inc.   September 1995 - October 2002
Digital Equipment Corporation  February 1979 - August 1995

Skills
Virtualization, Cloud Computing, Competitive Analysis, Data Center, Storage, Clustering, VMware, Operating Systems, High Availability, Enterprise Software, Distributed Systems, Product Strategy, Enterprise Architecture, Public Speaking, Cluster, System Architecture, vSphere, Product Management, VDI, Patents, IT Strategy, Integration, NetApp, Unix, Cisco Technologies, Security, SaaS, Professional Services, Architecture, Strategy, Start-ups, Storage Area Networks, PaaS, SAN, Server Architecture, Scalability, Storage Virtualization, Pre-sales, Solution Architecture, NAS, Big Data, Disaster Recovery, VMware Infrastructure, VMware ESX, Enterprise Storage, Linux, iSCSI, Solaris, Perl, Architectures

Education
University at Albany, SUNY   1975 — 1978
BS

Daniel De Ladurantaye Daniel De Ladurantaye Boston, Massachusetts Details
Daniel De Ladurantaye's Fidelity Investments Experience July 2014 - Present
Job Portfolio Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present
Fidelity Investments   November 2012 - June 2014
CPP Investment Board  March 2007 - November 2012
Keops Technologies  May 2002 - February 2007

Education
University of Montreal   2003 — 2007
Ph.D., Computer Science (Operation Research)

University of Montreal   2002 — 2005
M.Sc., Computer Science (Operation Research)

University of Montreal   1999 — 2002
B.Sc., Mathematics-Computer Science

CFA Institute
CFA Charterholder

Sekhar Kancherlapalli Sekhar Kancherlapalli Greater Boston Area Details
Sekhar Kancherlapalli's Fidelity Investments Experience November 2008 - December 2012
Job Chief Enterprise Architect, UNUM
Industry Insurance
Experience
Unum  August 2015 - Present
Liberty Mutual Insurance  December 2014 - July 2015
Liberty Mutual Insurance  September 2013 - December 2014
Wellington Management  February 2013 - September 2013
Fidelity Investments   November 2008 - December 2012
Fidelity Investments   July 2005 - November 2008
Fidelity Investments   July 2001 - June 2005
Fidelity Investments   July 2000 - June 2001
Fidelity Investments   July 1999 - June 2000
Fidelity Investments   September 1998 - June 1999

Skills
Architecture, Solution Architecture, Variable Annuities, Insurance, Enterprise Architecture, Informatica, IBM BPM, WebSphere Application..., WebSphere Portal, Healthcare, Healthcare Information..., OBIEE, Business Objects, SOA, SOAP, Fixed Annuities, Life Insurance, Artificial Intelligence, Oracle 9i, Rules Engines, Oracle, SDLC, Architectures, Java Enterprise Edition, Integration, Data Warehousing

Education
State University of New York at Albany   1993 — 1994
Master's degree

State University of New York at Albany   1989 — 1993
Bachelor's degree

Mark Cahillane Mark Cahillane Greater Boston Area Details
Mark Cahillane's Fidelity Investments Experience January 2005 - March 2015
Job iOS Software Engineer
Industry Information Technology and Services
Experience
Fidelity Investments   January 2005 - March 2015

Skills
Agile Methodologies, Java, XML, Spring, Objective-C, iPhone, iOS development, iPad

Education
University College Cork   2000 — 2004
Bachelor of Science (BS), Business Information Systems

Ray Bluemell Ray Bluemell Greater Salt Lake City Area Details
Ray Bluemell's Fidelity Investments Experience 2006 - Present
Job Financial Services Consultant and Contractor
Industry Financial Services
Experience
Fidelity Investments   2006 - Present

Education
University at Albany, SUNY   1991 — 1994

Charles Conroy Charles Conroy Greater Boston Area Details
Charles Conroy's Fidelity Investments Experience November 2010 - Present
Job Vice President Program Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2010 - Present
Fidelity Investments   May 2007 - November 2010
Fidelity Investments   August 2003 - May 2007
Fidelity Investments   March 2001 - July 2003
Fidelity Investments   January 1995 - February 2001

Skills
Program Management, Financial Markets, Project Planning, SDLC, Agile Methodologies, PMP, Portfolio Management, Financial Services, Vendor Management, PMO, Business Analysis, Software Project..., Project Portfolio..., Project Management, Risk Management, Process Improvement, Resource Management, Project Delivery, Business Process..., Product Management, Agile Project Management, Change Management, Waterfall, Testing, Integration, Quality Assurance, Software Documentation, Enterprise Software

Education
University College Dublin   1988 — 1992
Masters of Arts, Economics

Blackrock College   1983 — 1988
Leaving Certificate, Economics, Accounting, English, Mathematics, Biology, French

Michael Sternklar Michael Sternklar Greater New York City Area Details
Michael Sternklar's Fidelity Investments Experience October 2006 - July 2007
Job Head of Global Sales at NGA Human Resources
Industry Outsourcing/Offshoring
Experience
NGA Human Resources  November 2014 - Present
IBEX Global  March 2014 - October 2014
Mercer  2007 - 2012
Fidelity Investments   October 2006 - July 2007
Fidelity Investments   2005 - October 2006
Fidelity Investments   2003 - 2004
Kwasha Lipton/PwC Unifi   1983 - 2002

Skills
New Business Development, Outsourcing, Strategic Partnerships, Business Development, Strategy, Change Management, Talent Management, Management, Leadership, Employee Benefits, Vendor Management, Consulting, Financial Services, Business Strategy, Product Management, BPO, Executive Management, Human Resources, Team Building, Process Improvement

Education
State University of New York at Albany   1978 — 1982
Business Administration, Management and Operations

David Thanhauser David Thanhauser Raleigh-Durham, North Carolina Area Details
David Thanhauser's Fidelity Investments Experience December 2014 - Present
Job Team Lead/Resource Manager at Fidelity Investments
Industry Insurance
Experience
Fidelity Investments   December 2014 - Present
First Citizens Bank  January 2013 - October 2014
First Citizens Bank  October 2010 - January 2013
Blue Cross Blue Shield of North Carolina  June 2004 - October 2010
BlueCross BlueShield of North Carolina  April 2003 - May 2004
MCI/WorldCom  August 2000 - March 2003

Skills
Quality Center, Software Quality..., Test Planning, QTP, LoadRunner, SDLC, Waterfall, Test Automation, Regression Testing, User Acceptance Testing, System Testing, SQL, Manual Testing, Integration, Software Documentation, Test Cases, Requirements Analysis, Quality Assurance, Testing, SharePoint

Education
State University of New York at Albany
Bachelor of Science (B.S.)

University of North Carolina at Greensboro
Master of Business Administration (M.B.A.)

Francois Pintal Francois Pintal Montreal, Canada Area Details
Francois Pintal's Fidelity Investments Experience January 2000 - 2002
Job VicePresident and Regional Manager, National Bank Financial
Industry Financial Services
Experience
National Bank Financial  December 2005 - Present
Russell Investments  January 2002 - January 2004
Fidelity Investments   January 2000 - 2002
AIM Trimark Investments  January 1995 - 2000
AGF Management Limited  1990 - 1995

Skills
Portfolio Management, Mutual Funds, Investments, Wealth Management, Investment Advisory, Investment Strategies, Equities, Asset Allocation, Asset Management, Strategic Financial..., Fixed Income, Financial Markets, Capital Markets, Alternative Investments, Securities, Derivatives, Bonds, Banking, Trading, Financial Analysis, Bloomberg, Financial Advisory, Corporate Finance

Education
Université de Sherbrooke   1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General

séminaire de Québec   1980 — 1981

Camille Calafiore Zaslau Camille Calafiore Zaslau Greater New York City Area Details
Camille Calafiore Zaslau's Fidelity Investments Experience October 1999 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 1999 - Present
GreenPoint Financial Corp.  1992 - 1999

Education
State University of New York at Albany   1988 — 1992

Scott Toenniessen Scott Toenniessen Barnstable/Yarmouth, Massachusetts Area Details
Scott Toenniessen's Fidelity Investments Experience June 2001 - November 2010
Job Senior Engineer at Vertex Pharmaceuticals at Sr. Engineer at Vertex Pharmaceuticals
Industry Financial Services
Experience
Vertex Pharmaceuticals  November 2010 - Present
Fidelity Investments   June 2001 - November 2010
Fidelity Investments   September 1997 - June 2001
Eastman Kodak Company  June 1996 - September 1997
Color-Box, Division of Chesapeake Corp.   August 1994 - June 1996
State University of New York at Buffalo  February 1992 - June 1994

Education
University at Buffalo   1990 — 1993
BA, Computer Science

Niagara County Community College   1987 — 1990
N/A, Engineering, Computer Science, Economics, Music

Newfane Senior High   1983 — 1987
Regents, Math, Science, Music

Gail Sheldon Gail Sheldon Greater Boston Area Details
Gail Sheldon's Fidelity Investments Experience June 2006 - January 2008
Job Marketing Consultant/Contractor at Available for work
Industry Financial Services
Experience
Available for work  August 2008 - Present
Bank of America  February 2008 - July 2008
Fidelity Investments   June 2006 - January 2008
Scudder Investments  May 1993 - June 2002
The Chase Manhattan Bank  April 1989 - May 1993

Education
University at Albany, SUNY   1979 — 1982

Phil Appelbaum Phil Appelbaum Raleigh-Durham, North Carolina Area Details
Phil Appelbaum's Fidelity Investments Experience June 2013 - Present
Job Vice President, Benefits Consulting
Industry Management Consulting
Experience
Fidelity Investments   June 2013 - Present
Xerox  January 2001 - June 2013
Viacom  January 2000 - February 2001
American Federation of Musicians and Employers' Pension Fund  June 1996 - January 2000

Skills
Outsourcing, Employee Benefits, Benefits Administration, Program Management, Leadership, Service Delivery, Pensions, Vendor Management, Process Improvement, Business Analysis, Offshoring, Change Management, Call Centers, Project Management, Business Process..., Operations Management, Requirements Analysis, Team Leadership

Education
State University of New York at Albany   1992 — 1996
Business Administration, Music Theory

Sarah Wysocki Sarah Wysocki Dallas/Fort Worth Area Details
Sarah Wysocki's Fidelity Investments Experience April 2013 - Present
Job Director/Senior Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2013 - Present
Fidelity Investments   2007 - 2013
First Citizens Bank/First Citizens Investor Services   2006 - 2007
First Citizens Bank/First Citizens Investor Services   2003 - 2006
First Citizens Bank/First Citizens Investor Services   1998 - 2003
M&T Bank and Trust   1993 - 1998

Skills
Business Analysis, Visio, Financial Services, Process Improvement, Business Process, Requirements Analysis, Program Management, PMP Certified/Project..., Strategy, Banking, Operations Management, Project Portfolio..., Risk Management, PMP, Requirements Gathering, MS Project

Education
University at Buffalo   1997 — 1999
MBA, Finance

Valparaiso University   1984 — 1988
Bachelors, Business Administration

Thomas Burrows Thomas Burrows Greater New York City Area Details
Thomas Burrows's Fidelity Investments Experience March 2010 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2010 - Present
Morgan Stanley  February 1994 - March 2010
Oppenheimer & Co.   June 1992 - February 1994
Prudential Securities  November 1989 - June 1992

Skills
Prime Brokerage, Hedge Funds, Equities, Alternative Investments

Education
University at Buffalo   1984 — 1989

Jeff Froio Jeff Froio Providence, Rhode Island Area Details
Jeff Froio's Fidelity Investments Experience June 1994 - September 1997
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade  October 2010 - Present
New York Life Insurance Company  June 2009 - September 2010
Insulation Depot - Framingham, MA   May 2008 - February 2009
TD Ameritrade- Braintree,MA   May 2005 - April 2008
Banc of America Investments- Boston,MA   October 2002 - May 2005
Fidelity Investments- New York, New York   September 1997 - October 2002
Fidelity Investments   June 1994 - September 1997
Fidelity Investments   August 1993 - June 1994

Skills
Mutual Funds, Retirement Planning, Wealth Management, Series 63, Series 7, ETFs, Portfolio Management, Investment Strategies, Asset Allocation, Investments, Retirement, Finance, Financial Services, Options, Securities, Strategic Financial..., Strategy, Trading, Financial Planning

Education
University at Albany, SUNY   1986 — 1991
BA, African American History

University at Albany, SUNY
African American History

Vincent Hogue Vincent Hogue Montreal, Canada Area Details
Vincent Hogue's Fidelity Investments Experience August 1993 - January 2004
Job Senior Vice President and Head of Private Client Services Valeurs mobilières Desjardins at Desjardins
Industry Financial Services
Experience
Desjardins  October 2012 - Present
TD Waterhouse  November 2006 - October 2012
Desjardins Financial Security  January 2004 - August 2006
Fidelity Investments   August 1993 - January 2004

Skills
Investments, Financial Markets, Wealth Management, Financial Services, Sales, Investment Strategies, Small Business, Asset Managment, Portfolio Management, Mutual Funds, Banking, Asset Management, Retirement Planning, Investment Advisory, Business Strategy, Capital Markets, Equities, Asset Allocation, Strategic Financial..., Hedge Funds, Fixed Income, Estate Planning, Financial Advisory, Derivatives, Risk Management, Insurance, Wealth, Strategic Planning, Securities, Relationship Management, Retirement, Credit, Alternative Investments, Financial Planning

Education
Université de Montréal   1982 — 1985
M.Sc., relations industriels

cegep St-laurent

Simon Mescal Simon Mescal Greater New York City Area Details
Simon Mescal's Fidelity Investments Experience April 2006 - September 2006
Job Senior Financial Technology Engineer at First Derivatives
Industry Investment Banking
Experience
First Derivatives  October 2005 - Present
PIMCO  2013 - 2013
Barclays Capital  May 2008 - December 2012
Citigroup  September 2006 - March 2008
Fidelity Investments   April 2006 - September 2006
Bank of America  December 2005 - April 2006

Skills
KDB+, Unix, KDB, Electronic Trading, Trading Systems

Education
University of Aberdeen   2004 — 2005
MSc.

University College Cork   1997 — 2003
BSc.

Presentation Brothers College, Cork

Presentation Brothers College, Cork

Presentation Brothers College, Cork

Andy Bourke Andy Bourke Denver, Colorado Details
Andy Bourke's Fidelity Investments Experience 2010 - 2014
Job Senior Manager, Product Ownership & Development Arrow.com
Industry Information Technology and Services
Experience
Arrow Electronics  December 2014 - Present
Arrow Electronics  June 2014 - December 2014
Fidelity Investments   2010 - 2014
Fidelity Investments   December 2007 - 2010

Skills
SDLC, Scrum, SQL, Requirements Gathering, Certified Scrum Master..., Agile Project Management, Rational Team Concert, Atlassian JIRA, Confluence, Resource Management, Systems Analysis, XML, Axure, DB2, Requirements Analysis, Data Warehousing, XP, Toad, Web Services, Illustrator, Photoshop, Resource Allocation, Data Analysis, Data Modeling, Rational Quality Manager, Quality Center, Joomla, TestRail, SQuirrel SQL, Browser Developer Tools, Test Planning, User Acceptance Testing, Agile Web Development, Project Planning, Project Estimation, Waterfall, Business Requirements, Agile Methodologies

Education
University College Cork   2002 — 2006
Bachelor of Science (B.Sc.), Business Information Systems, 2H1

Rockwell College   1996 — 2002
520/600

Nora Ryan Nora Ryan Greater Boston Area Details
Nora Ryan's Fidelity Investments Experience November 2011 - Present
Job Sr. Manager Systems Services and Support Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   November 2011 - Present
Fidelity Investments   January 2009 - November 2011
Fidelity Investments   June 2006 - January 2009
Fidelity Investments   October 2001 - June 2006

Skills
Talent Management, Team Leadership, Team Building, Critical Thinking, Problem Solving, IT Financial Management, Technical Project..., Technical Program..., Customer Support, Lean Operations, ITIL v3 Foundations..., Employee Training, Change Management, Release Management, Problem Management, Incident Management, Customer Service, Systems Analysis, Software Development

Education
University College Cork   1997 — 2001
BS in Business Information Systems, Information Technology Project Management

Darren Gerbosi Darren Gerbosi Greater New York City Area Details
Darren Gerbosi's Fidelity Investments Experience June 2004 - February 2012
Job National Sales Executive at SunGard Financial Systems
Industry Financial Services
Experience
SunGard Financial Systems  January 2015 - Present
Vanderbilt Financial Group   May 2012 - December 2014
Fidelity Investments   June 2004 - February 2012
Xtiva Financial Systems  2001 - 2004
Wechsler and Krumholz, Inc.   1989 - 2001

Skills
Financial Services, Securities, Series 63, Series 7, Business Relationship..., Finance, Sales, Executive Management, Relationship Management, Wealth Management, Trading, Mutual Funds, Equity Trading, Coaching, Recruiting, Management, Fixed Annuities, Salesforce.com, Equities, Investments, RIA, Marketing Strategy

Education
SUNY Albany

Aisling Doyle Aisling Doyle Greater Boston Area Details
Aisling Doyle's Fidelity Investments Experience January 2004 - Present
Job Principal Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2004 - Present

Skills
SDLC, Software Project..., Systems Analysis, Visio, Requirements Analysis, Agile Methodologies, Business Analysis, Business Requirements, Requirements Gathering, User Acceptance Testing, Waterfall

Education
University College Cork   1999 — 2003
BSc

Aoife Lyons Aoife Lyons Greater Boston Area Details
Aoife Lyons's Fidelity Investments Experience January 2010 - Present
Job IT Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   January 2010 - Present
Fidelity Investments   January 2005 - January 2010

Skills
Requirements Analysis, Requirements Gathering, SDLC, Software Project..., Project Management, MS Project, Agile Methodologies, Systems Analysis, Visio, Data Modeling, SDL Tridion, Microsoft Word, Rational Team Concert, Microsoft Excel, Microsoft Office, Agile Project Management, Agile & Waterfall...

Education
University College Cork   2000 — 2004
Bachelor of Science (B.Sc.), Business Information Systems

Jerry Chellis Jerry Chellis Greater New York City Area Details
Jerry Chellis's Fidelity Investments Experience June 2007 - February 2008
Job Capital Markets Professional
Industry Capital Markets
Experience
Gerald Chellis   November 2008 - April 2009
Royal Bank of Canada  May 2008 - December 2008
Fidelity Investments   June 2007 - February 2008
Deutsche Bank  2006 - 2007
Deutsche Bank  2006 - 2007
Washington Mutual Capital Corp   2002 - 2006
Summit Systems  2000 - 2002

Education
University at Albany, SUNY   1981 — 1985
BS, Economics, Business, Philosophy

Karen Kelley Karen Kelley Greater Boston Area Details
Karen Kelley's Fidelity Investments Experience November 2010 - December 2013
Job Executive Assistant a.k.a. Air Traffic Controller, Juggler, Mind reader, Miracle worker at Oliver Wyman
Industry Financial Services
Experience
Oliver Wyman  April 2014 - Present
Fidelity Investments   November 2010 - December 2013
Plymouth Habitat for Humanity   2001 - 2013
Sun Life Financial  June 2009 - November 2010
MassMutual  October 2007 - June 2009
Fidelity Investments   February 1997 - October 2007
Cigna Health Benefits  1992 - 1997
Cigna Health Benefits  1992 - 1997
Cigna Health Benefits  1992 - 1997

Skills
Microsoft Office, Outlook, SharePoint, Microsoft Excel, Administrative..., PowerPoint, Microsoft Word, Lotus Notes, Leadership, Office Management, Excel, Word, Project Management, Team Building, Business Travel, Logistics, Purchasing, Communication Skills, Project Coordination

Education
Katharine Gibbs School   1990 — 1991
Secretarial Science

University at Albany, SUNY   1985 — 1989
BA, Psychology, Business Admin, Sociology

South Kingstown High School

Jonathan Kelliher Jonathan Kelliher Greater Boston Area Details
Jonathan Kelliher's Fidelity Investments Experience June 2013 - Present
Job Director of Software Engineering at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   June 2013 - Present
Fidelity Investments   June 2011 - May 2013
Fidelity Investments   June 2007 - June 2011
Fidelity Investments   February 2004 - May 2007

Skills
PRINCE2® registered..., Project Management..., Software Project..., SDLC, Global Cross-Functional..., Agile & Waterfall..., Behavioral Interviewing, Relationship Management, Certified Scrum Master..., Strategic Influence, Problem Solving, Requirements Analysis, Business Analysis, Agile Methodologies, Data-driven Decision..., Project Planning, Delegation, Communication, Faciltation, Time Management, Motivation, active listening, performance evaluation..., Agile Coach, RationalTeamConcert..., iWorks..., Work Breakdown..., MS Access, Analogous/Parametric/Act..., Critical Path analysis, sequencing and network..., SQL, XML, Java, Virtual Teams

Education
Harvard University Extension School   2011 — 2013
ALM Degree Candidate, Business Administration and Management, General

Agile Methodology, Fidelity Investments Training   2010 — 2011

Boston University Corporate Education Centre   2008 — 2009

Harvard University Extension School   2006 — 2008

University College Cork   1999 — 2003
BSc. Business Information Systems, Business, Technology, MIS

Personal Development/Training Classes   2003 — 2020

Debmalya Das Sharma Debmalya Das Sharma Greater Philadelphia Area Details
Debmalya Das Sharma's Fidelity Investments Experience 2006 - 2007
Job Analyst at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase  2010 - Present
Mallik Engineering   2009 - 2010
Fidelity Investments   2006 - 2007

Education
State University of New York at Buffalo   2007 — 2009
Master of Science (MS)

Visvesvaraya Technological University   2002 — 2006
Bachelor of Engineering (B.E.)

Nancy Estrada Nancy Estrada Greater New York City Area Details
Nancy Estrada's Fidelity Investments Experience November 2010 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2010 - Present
Macquarie Capital USA  April 2009 - October 2010
Financial Industry Regulatory Authority  November 2007 - April 2009
Santander Investment  January 1999 - October 2007

Skills
CPA, Series 27, Accounting, Management, Regulatory Reporting, FINRA

Education
SUNY Albany
Master of Science (M.S.), Accounting

SUNY Albany
Bachelor of Science, Business Administration, Management Information Systems

Fionn Leahy Fionn Leahy Greater Boston Area Details
Fionn Leahy's Fidelity Investments Experience January 2009 - April 2010
Job Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments  September 2013 - Present
Integrated Financial Arrangements plc ("Transact")   December 2012 - July 2013
Integrated Financial Arrangements plc ("Transact")   April 2010 - November 2012
Fidelity Investments   January 2009 - April 2010
University College Cork  February 2008 - September 2008

Skills
• Custody Asset..., • Securities / Mutual..., • Accounting Methods, • Stock Reconciliations, • Asset Servicing /..., • Data Analysis, • Investment Appraisal..., • Income Distributions, • Client Services, • Excel/Word/Powerpoint, • Trade Support, • Management Information, Analysis, Economics, Bloomberg, Leadership, Investments, Financial Services, Financial Modeling, Financial Analysis, Finance, Asset Management, Equities, Portfolio Management

Education
The Chartered Institute for Securities & Investment   2012 — 2012
Investment Operations Certificate

University College Cork   2007 — 2008
PG DIP, Business Economics

University College Cork   2003 — 2007
BA, Economics & Mathematics

Vincent Marzano Vincent Marzano Greater New York City Area Details
Vincent Marzano's Fidelity Investments Experience September 2012 - Present
Job
Industry Financial Services
Experience
Fidelity Investments   September 2012 - Present
Daiwa Capital Markets  June 2010 - September 2012
RBS  October 2009 - June 2010
FINRA  July 2007 - August 2009
UBS  May 2006 - August 2006

Skills
Series 27, Securities, Risk Management, Prime Brokerage, Fixed Income, Financial Services, Financial Markets, FINRA, Capital Markets

Education
University at Albany, SUNY   2003 — 2007

Philip O'Driscoll Philip O'Driscoll Greater Boston Area Details
Philip O'Driscoll's Fidelity Investments Experience September 2010 - Present
Job
Industry Information Technology and Services
Experience
Fidelity Investments   September 2010 - Present
Fidelity Investments Ireland   September 2009 - September 2010

Skills
Requirements Gathering, Agile Methodologies, Spring, Systems Analysis, SQL, Requirements Analysis, SDLC, Java Enterprise Edition, Web Services, XML, Visio, Business Analysis

Education
University College Cork   2005 — 2009
BSC, Business Information Systems

C.B.C. Cork   1999 — 2005
Leaving Certificate

Ray Hart Ray Hart Greater Boston Area Details
Ray Hart's Fidelity Investments Experience June 2000 - December 2006
Job Global Datacenter and Infrastructure Management currently exploring new opportunities.
Industry Information Technology and Services
Experience
Retail Solutions Inc.  2014 - 2015
PAREXEL International  2013 - 2014
American Tower  2010 - 2012
Monster Worldwide  2006 - 2010
Fidelity Investments   June 2000 - December 2006
Various IT Consulting Firms   January 1993 - June 2000

Skills
Dynargie Leadership..., Monster Worldwide..., Dale Carnegie..., SDLC, Data Center, System Deployment, ITIL, VMware, System Administration, Active Directory, Disaster Recovery, Microsoft Exchange, DNS, Windows Server, Technical Documentation, IT Operations, Unix, Virtualization, Network Administration, Project Management, SAN, IT Management, Networking, Servers, TCP/IP

Education
State University of New York at Albany
Psychology and English

University of Phoenix
Associates Degree, MIS

Camilla Broomfield Camilla Broomfield New York, New York Details
Camilla Broomfield's Fidelity Investments Experience February 2014 - Present
Job Alternative Investments Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 2014 - Present

Skills
Alternative Investments, Series 7, Financial Services, Equities, Business Analysis, Leadership and Employee..., Tactical Business..., Strategy Implementation

Education
University at Buffalo   1997 — 2001
BS, Business Management

Aidan Kelly Aidan Kelly New York, New York Details
Aidan Kelly's Fidelity Investments Experience March 2009 - August 2009
Job Software QA Engineer (Actively Seeking Employment)
Industry Information Technology and Services
Experience
Information Technology  January 2015 - Present
State Street  September 2013 - October 2014
SQS  September 2010 - October 2014
Beazley  December 2010 - August 2013
Fidelity Investments   March 2009 - August 2009

Skills
SQL, Testing, Business Analysis, Requirements Analysis, Requirements Gathering, Microsoft Office, Microsoft Excel, User Acceptance Testing, Visio, Agile Methodologies, Quality Assurance

Education
University College Cork   2006 — 2010
Bachelor of Science (B.Sc.), Business Information Systems

Douglas Community School   2000 — 2006
High School, High School/Secondary Diplomas and Certificates, Leaving Cert - 420/600

Jacqueline Annunziato Jacqueline Annunziato Greater Boston Area Details
Jacqueline Annunziato's Fidelity Investments Experience March 2007 - June 2009
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments   March 2007 - June 2009
Verizon Wireless  November 2002 - February 2007

Education
University at Albany, SUNY   1998 — 2002
Bachelor, Finance

Edel Hartrey Choi Edel Hartrey Choi Greater Boston Area Details
Edel Hartrey Choi's Fidelity Investments Experience September 2004 - February 2008
Job Software Engineer at Oracle (Art Technology Group)
Industry Computer Software
Experience
Oracle (Art Technology Group)   April 2010 - Present
Citigroup  May 2008 - April 2009
Fidelity Investments   September 2004 - February 2008

Skills
Agile Methodologies, Spring, Java Enterprise Edition, Java

Education
Higher Education and Awards Council of Ireland   2004 — 2005
Higher Diploma, Web Application Development

University College Cork   2000 — 2004
BSc, Computer Science

Northeastern University College of Professional Studies
Interactive Design

Conor Hickey Conor Hickey San Francisco, California Details
Conor Hickey's Fidelity Investments Experience March 2005 - September 2005
Job Customer Success at Datahug
Industry Computer Software
Experience
Datahug  September 2013 - Present
Murex  September 2006 - September 2013
Fidelity Investments   March 2005 - September 2005

Skills
Business Analysis, Project Management, Business Development, Sales Presentations, Software Implementation, Functional Design, Technical Design, Functional..., Production Support, Customer Support, End User Training, System Testing, Enterprise Risk..., Credit Risk, Collateral Management, Market Risk, Workflow Applications, RFP, RFI, Software Consulting, Equity Derivatives, Sybase, User Acceptance Testing, Requirements Gathering, Trading Systems, Pre-sales, Making Connections, Data Management, CRM, Salesforce.com, Sales, Enterprise Software, Strategy, SaaS, Management

Education
University College Cork   2002 — 2006
BIS

Craig Wulff Craig Wulff Raleigh-Durham, North Carolina Area Details
Craig Wulff's Fidelity Investments Experience 2005 - Present
Job Vice President, Senior Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2005 - Present
New York Institute of Finance  1996 - 2008
TD Ameritrade  1994 - 2005

Skills
Series 7, Securities, Finance, Series 63, Mutual Funds, Investments, Wealth Management, Financial Services, Equities, Portfolio Management

Education
State University of New York at Albany   1990 — 1993
BA, Economics

Patrick Eagan Patrick Eagan Greater New York City Area Details
Patrick Eagan's Fidelity Investments Experience June 2006 - Present
Job Senior Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2006 - Present
Merrill Lynch  February 1992 - April 2002
Merrill Lynch  December 1984 - January 1992

Skills
Series 7 , 9, 10 and 66, New York State...

Education
University at Buffalo
Bachelor of Arts (B.A.), American Studies/Education

C.W. Post-LI University at Westbury
Master of Science (M.S.), Taxation

SUNY at Farmingdale
Associate's Degree, Business Administration

Karen Highducheck Karen Highducheck New York, New York Details
Karen Highducheck's Fidelity Investments Experience August 1996 - February 2005
Job Business Analyst at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX  February 2014 - Present
GE Capital  October 2013 - January 2014
Barma Water Resources   October 2012 - October 2013
Bills Restaurants Pty Ltd   October 2011 - May 2012
Global Proxy Solictation Pty Ltd   September 2011 - April 2012
Citigroup  April 2006 - July 2009
Fidelity Investments   August 1996 - February 2005

Skills
Executive Management, Customer Relations, Business Analysis, SDLC, SQL, Requirements Gathering, Business Requirements, Data Analysis, Financial Reporting, Reporting & Analysis, Executive Reporting, Business Process..., Database Design, Account Management, Team Management, Banking, Requirements Analysis, Analysis, Financial Services, Financial Analysis, Accounting, Budgets, Business Intelligence, Financial Modeling

Education
Le Cordon Bleu   2011 — 2012
Patisserie

University at Albany, SUNY   1989 — 1993
BS, Mathematics

Charles Phelan Charles Phelan Greater Boston Area Details
Charles Phelan's Fidelity Investments Experience Vice PresidentFIDELITY INSTITUTIONAL BROKERAGE GROUP1998 - 2011
Job VP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Vice PresidentFIDELITY INSTITUTIONAL BROKERAGE GROUP1998 - 2011

Education
University College Dublin   1989 — 1994
BA, Psychology

St. Michaels

John Lazzaro John Lazzaro Greater New York City Area Details
John Lazzaro's Fidelity Investments Experience February 1997 - August 1998
Job Financial Services Professional
Industry Financial Services
Experience
NATIONAL SPECIALTY PUBLICATIONS   January 2010 - March 2010
GUARDIAN LIFE INSURANCE COMPANY  January 2009 - June 2009
Edgetrade Inc   September 2005 - December 2008
PERSHING, LLC  February 2005 - September 2005
BERMAN, LLC   March 2002 - April 2004
LEHMAN BROTHERS, INC  September 1998 - February 2001
Fidelity Investments   February 1997 - August 1998
MORGAN STANLEY & CO  February 1996 - February 1997
MORGAN STANLEY  May 1993 - February 1996

Education
University @ Albany   1988 — 1992
BA, English, Economics

University at Albany, SUNY
Bachelor of Arts, English

Philip Pesez Philip Pesez Albany, New York Area Details
Philip Pesez's Fidelity Investments Experience April 2004 - July 2005
Job Black Belt at General Electric
Industry Electrical/Electronic Manufacturing
Experience
General Electric  June 2010 - Present
General Electric  August 2005 - June 2010
Fidelity Investments   April 2004 - July 2005
Fidelity Investments   April 2002 - April 2004
U.S. Department of Commerce, Buffalo Export Assistance Center   September 2000 - January 2001

Skills
Six Sigma, Process Improvement, Pensions, Employee Benefits, Business Process..., Risk Management, Vendor Management, Outsourcing, Change Management

Education
University at Buffalo   1996 — 2000
BA, International Business and World Trade

Alina Daunyte Alina Daunyte Greater Boston Area Details
Alina Daunyte's Fidelity Investments Experience October 2009 - March 2015
Job Scrum Master at State Street
Industry Financial Services
Experience
State Street  March 2015 - Present
Fidelity Investments   October 2009 - March 2015

Skills
Requirements Analysis, SDLC, SQL, Project Management, Business Analysis, Microsoft Office, Agile Methodologies, Scrum, Databases, Requirements Gathering, Visio, Software Project..., Release Management

Education
University College Cork   2005 — 2009
BS, Business Information Systems

Staci Colby Staci Colby Greater Boston Area Details
Staci Colby's Fidelity Investments Experience January 1999 - February 2004
Job Development Manager at National Multiple Sclerosis Society
Industry Nonprofit Organization Management
Experience
National Multiple Sclerosis Society  April 2011 - Present
Fidelity Investments   January 1999 - February 2004
Sedgwick Noble Lowndes  November 1996 - January 1999

Skills
Event Planning, Fundraising, Nonprofits, Volunteer Management

Education
SUNY Albany   1991 — 1995
BS, Mathematics

Jeffrey Bielawski Jeffrey Bielawski Greater Boston Area Details
Jeffrey Bielawski's Fidelity Investments Experience September 2013 - June 2015
Job Business Analyst at State Street Bank
Industry Financial Services
Experience
State Street Bank  June 2015 - Present
Fidelity Investments   September 2013 - June 2015
State Street Global Markets  March 2013 - August 2013
John Hancock Life Insurance Company (U.S.A.)   2009 - 2011

Education
State University of New York at Buffalo   2007 — 2012
Master of Arts (M.A.), Political Science

Thomas Deegan Thomas Deegan Greater New York City Area Details
Thomas Deegan's Fidelity Investments Experience November 1993 - January 1998
Job Seeking new opportunities at Equity Finances Firm
Industry Financial Services
Experience
Equity Finances Firm   Sales Representative, Equity FinanceWedbush SecuritiesFebruary 1998 - July 2014
Fidelity Investments   November 1993 - January 1998

Skills
Loans, Sales, Financial Analysis, Risk Management, Investments, Finance, Portfolio Management, Banking, Financial Services, Credit, Equities, Trading, Fixed Income, Insurance, Mortgage Lending, Bloomberg, Retirement Planning, Financial Modeling, Hedge Funds, Series 7

Education
State University of New York at Albany   1988 — 1990
Bachelor of Arts (B.A.), Economics/Finance

Pace University   1985 — 1987
Finance, Finance

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