Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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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
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
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
Fidelity Investments December 2014 - Present
Education
State University of New York at Albany 2010 — 2014
Bachelor's Degree, Economics
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Fidelity Investments 2006 - Present
Education
University at Albany, SUNY 1991 — 1994
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
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
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.)
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
Fidelity Investments October 1999 - Present
GreenPoint Financial Corp. 1992 - 1999
Education
State University of New York at Albany 1988 — 1992
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
Fidelity Investments March 2007 - June 2009
Verizon Wireless November 2002 - February 2007
Education
University at Albany, SUNY 1998 — 2002
Bachelor, Finance
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
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
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
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
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
Fidelity Investments Vice PresidentFIDELITY INSTITUTIONAL BROKERAGE GROUP1998 - 2011
Education
University College Dublin 1989 — 1994
BA, Psychology
St. Michaels
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
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
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
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
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
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