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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Frances Denvir MacDonald Frances Denvir MacDonald's Fidelity Investments Experience July 2008 - February 2009
Job IT Program Manager at DST Retirement Solutions
Industry Financial Services
Experience
DST Systems, Inc. - Retirement Solutions Division March 2013 - Present
Hanover Insurance August 2010 - March 2012
Fidelity Investments July 2008 - February 2009
Fidelity Investments 2005 - 2008
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2003
New York Life 1998 - 2000
Skills
Project Implementation, Client Services, Program Management, Business Process..., Business Strategy, Change Management, Project Portfolio..., Project Management, Management, IT Project & Program..., Business Process, PMO, Financial Services, Leadership, Business Transformation, Six Sigma, CRM, Vendor Management, Strategic Planning, SDLC, Process Improvement, Business Analysis, Cross-functional Team...
Education
Bentley University
Marketing, Management, Economics, Finance
DST Systems, Inc. - Retirement Solutions Division March 2013 - Present
Hanover Insurance August 2010 - March 2012
Fidelity Investments July 2008 - February 2009
Fidelity Investments 2005 - 2008
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2003
New York Life 1998 - 2000
Skills
Project Implementation, Client Services, Program Management, Business Process..., Business Strategy, Change Management, Project Portfolio..., Project Management, Management, IT Project & Program..., Business Process, PMO, Financial Services, Leadership, Business Transformation, Six Sigma, CRM, Vendor Management, Strategic Planning, SDLC, Process Improvement, Business Analysis, Cross-functional Team...
Education
Bentley University
Marketing, Management, Economics, Finance
Matthew Holland's Fidelity Investments Experience June 2008 - May 2010
Job Senior Portfolio Analyst at New Holland Capital
Industry Investment Management
Experience
New Holland Capital February 2015 - Present
GC Analytics September 2013 - January 2015
AIR Worldwide March 2013 - August 2013
AIR Worldwide April 2012 - March 2013
AIR Worldwide May 2010 - April 2012
Fidelity Investments June 2008 - May 2010
Skills
Actuarial Science, Risk Management, Analytics, Risk Analysis, Enterprise Risk..., Financial Modeling, Risk Modeling, Property & Casualty..., Quantitative Analytics, Consulting, SQL, Insurance Linked..., Catastrophe Modeling, Investments, Portfolio Optimization, Python, Optimization, Risk Assessment, Insurance, Reinsurance, Financial Risk, Alternative Investments, Asset Allocation, Evolutionary Algorithms, Risk Analytics, Research, Risk Management..., R, Matlab
Education
Bentley University 2004 — 2008
B.S., Managerial Economics: Concentration in Accounting, Minor in Mathematics
New Holland Capital February 2015 - Present
GC Analytics September 2013 - January 2015
AIR Worldwide March 2013 - August 2013
AIR Worldwide April 2012 - March 2013
AIR Worldwide May 2010 - April 2012
Fidelity Investments June 2008 - May 2010
Skills
Actuarial Science, Risk Management, Analytics, Risk Analysis, Enterprise Risk..., Financial Modeling, Risk Modeling, Property & Casualty..., Quantitative Analytics, Consulting, SQL, Insurance Linked..., Catastrophe Modeling, Investments, Portfolio Optimization, Python, Optimization, Risk Assessment, Insurance, Reinsurance, Financial Risk, Alternative Investments, Asset Allocation, Evolutionary Algorithms, Risk Analytics, Research, Risk Management..., R, Matlab
Education
Bentley University 2004 — 2008
B.S., Managerial Economics: Concentration in Accounting, Minor in Mathematics
Gregory Moreau's Fidelity Investments Experience 2011 - 2013
Job Senior Finance Leader (Product & Technology) at Intuit
Industry Computer Software
Experience
Intuit January 2015 - Present
Intuit 2013 - 2015
Fidelity Investments 2011 - 2013
Fidelity Investments 2006 - 2011
Virgin HealthMiles, Inc. 2005 - 2006
Straumann USA LLC. 2004 - 2006
Raytheon 2000 - 2004
Education
Bentley University 1996 — 2000
BS
Intuit January 2015 - Present
Intuit 2013 - 2015
Fidelity Investments 2011 - 2013
Fidelity Investments 2006 - 2011
Virgin HealthMiles, Inc. 2005 - 2006
Straumann USA LLC. 2004 - 2006
Raytheon 2000 - 2004
Education
Bentley University 1996 — 2000
BS
Lori Yaverbaum Lori Yaverbaum's Fidelity Investments Experience July 1989 - April 1999
Job Vice President, Web Services & Usability at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network July 2001 - Present
Be Free, Inc. November 1999 - April 2001
LifeSimple.com June 1999 - September 1999
Fidelity Investments July 1989 - April 1999
Fidelity Investments July 1989 - April 1999
Fidelity Investments July 1989 - April 1999
Skills
Usability Testing, Personas, User Experience, Business Analysis, User Interface Design, Product Management, Dreamweaver, HTML, Social Media, Content Management, Online Marketing, SEO, Customer Relations, Strategic Planning, User-centered Design, Usability Design, Requirements Gathering, PowerPoint, Social Media Marketing, Process Improvement, Writing, Web Design, User Interface, Management, SharePoint, Project Management, Strategy, Customer Service, Business Intelligence, Web Applications
Education
Bentley University 2006 — 2011
MSHFID, Human Factors in Information Design
Boston University - School of Management 1991 — 1995
MBA, Business Administration and Management, General
Lehigh University 1985 — 1989
MS, Finance
Commonwealth Financial Network July 2001 - Present
Be Free, Inc. November 1999 - April 2001
LifeSimple.com June 1999 - September 1999
Fidelity Investments July 1989 - April 1999
Fidelity Investments July 1989 - April 1999
Fidelity Investments July 1989 - April 1999
Skills
Usability Testing, Personas, User Experience, Business Analysis, User Interface Design, Product Management, Dreamweaver, HTML, Social Media, Content Management, Online Marketing, SEO, Customer Relations, Strategic Planning, User-centered Design, Usability Design, Requirements Gathering, PowerPoint, Social Media Marketing, Process Improvement, Writing, Web Design, User Interface, Management, SharePoint, Project Management, Strategy, Customer Service, Business Intelligence, Web Applications
Education
Bentley University 2006 — 2011
MSHFID, Human Factors in Information Design
Boston University - School of Management 1991 — 1995
MBA, Business Administration and Management, General
Lehigh University 1985 — 1989
MS, Finance
Lisa Dunn's Fidelity Investments Experience July 2007 - August 2007
Job Hybrid Trading at ICAP
Industry Financial Services
Experience
ICAP October 2010 - Present
ICAP October 2010 - February 2014
Northeast Planning Associates May 2009 - December 2009
UBS February 2009 - May 2009
Fidelity Investments July 2007 - August 2007
Skills
Electronic Trading, Emerging Markets, Interest Rate Swaps, Credit Derivatives, CDS, Trading, Trading Systems, Series 7, Bloomberg, Fixed Income, Bloomberg Terminal, Business Development, Product Development, Capital Markets, Series 63, Series 3, Foreign Exchange, Swaps, Credit
Education
Bentley University 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Universitat Pompeu Fabra 2008 — 2008
Finance, General
Rahway High School 2001 — 2005
ICAP October 2010 - Present
ICAP October 2010 - February 2014
Northeast Planning Associates May 2009 - December 2009
UBS February 2009 - May 2009
Fidelity Investments July 2007 - August 2007
Skills
Electronic Trading, Emerging Markets, Interest Rate Swaps, Credit Derivatives, CDS, Trading, Trading Systems, Series 7, Bloomberg, Fixed Income, Bloomberg Terminal, Business Development, Product Development, Capital Markets, Series 63, Series 3, Foreign Exchange, Swaps, Credit
Education
Bentley University 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Universitat Pompeu Fabra 2008 — 2008
Finance, General
Rahway High School 2001 — 2005
Karen Lyon Karen Lyon's Fidelity Investments Experience 1989 - 1992
Job Vice President of Marketing at Unidine Corporation
Industry Consumer Goods
Experience
Unidine Corporation March 2013 - Present
IdeaPaint October 2011 - February 2013
Swarovski July 2008 - September 2011
Swarovski July 2003 - July 2008
Swarovski October 2001 - July 2003
Rockport Company 1998 - 2001
Allmerica Financial 1992 - 1998
Fidelity Investments 1989 - 1992
Skills
Marketing Strategy, Marketing Communications, Marketing, Brand Development, Product Management, Retail, Strategic Planning, Digital Marketing, Advertising, Product Marketing, Brand Management, Creative Direction, Integrated Marketing, Product Development, Public Relations, Management, Merchandising, Sales, E-commerce, Lead Generation, B2B, Start-ups, Sales Management, Social Media, Team Building, Strategy, Online Advertising, Trade Marketing, New Business Development, Marketing Management, SEM, Market Planning, Business Development, Consumer Products, Digital Media, International Marketing, Marketing Research, Market Research, Brand Architecture, Account Management, Brand Awareness, Segmentation, Social Media Marketing, Online Marketing, Email Marketing, Direct Marketing, Customer Insight, Project Planning, Trade Shows
Education
Bentley University 1990 — 1994
MBA, Marketing
Bryant University 1984 — 1988
BS, Marketing
Unidine Corporation March 2013 - Present
IdeaPaint October 2011 - February 2013
Swarovski July 2008 - September 2011
Swarovski July 2003 - July 2008
Swarovski October 2001 - July 2003
Rockport Company 1998 - 2001
Allmerica Financial 1992 - 1998
Fidelity Investments 1989 - 1992
Skills
Marketing Strategy, Marketing Communications, Marketing, Brand Development, Product Management, Retail, Strategic Planning, Digital Marketing, Advertising, Product Marketing, Brand Management, Creative Direction, Integrated Marketing, Product Development, Public Relations, Management, Merchandising, Sales, E-commerce, Lead Generation, B2B, Start-ups, Sales Management, Social Media, Team Building, Strategy, Online Advertising, Trade Marketing, New Business Development, Marketing Management, SEM, Market Planning, Business Development, Consumer Products, Digital Media, International Marketing, Marketing Research, Market Research, Brand Architecture, Account Management, Brand Awareness, Segmentation, Social Media Marketing, Online Marketing, Email Marketing, Direct Marketing, Customer Insight, Project Planning, Trade Shows
Education
Bentley University 1990 — 1994
MBA, Marketing
Bryant University 1984 — 1988
BS, Marketing
Karen Simmons's Fidelity Investments Experience June 2006 - February 2009
Job Principal IT Project Manager at EMC
Industry Information Technology and Services
Experience
EMC July 2015 - Present
Advantage Resourcing (EMC) May 2015 - June 2015
Veritude (Fidelity Investments) December 2014 - May 2015
Akamai Technologies December 2013 - December 2014
RSA The Security Division of EMC July 2010 - September 2013
EMC Corp., IT Solution Delivery Group August 2009 - July 2010
Fidelity Investments June 2006 - February 2009
Fidelity Investments September 2002 - June 2006
Fidelity Investments September 1999 - September 2002
EMC Corp. January 1998 - September 1999
Skills
Process Improvement, Agile Methodologies, Project Planning, Software Project..., SDLC, Cross-functional Team..., Project Management, SharePoint, Quality Assurance, IT Management, CRM, Business Process, Integration, Strategy, Customer Service, Six Sigma, Software Documentation, Management, Testing, Agile, Customer Relations, Confluence, JIRA, Google Docs, Program Management, Business Analysis, Requirements Gathering, Vendor Management, Software Development
Education
Quality and Productivity Solutions 2009 — 2009
Six Sigma Black Belt, trained
Bentley University
BS, Computer Information Systems
EMC July 2015 - Present
Advantage Resourcing (EMC) May 2015 - June 2015
Veritude (Fidelity Investments) December 2014 - May 2015
Akamai Technologies December 2013 - December 2014
RSA The Security Division of EMC July 2010 - September 2013
EMC Corp., IT Solution Delivery Group August 2009 - July 2010
Fidelity Investments June 2006 - February 2009
Fidelity Investments September 2002 - June 2006
Fidelity Investments September 1999 - September 2002
EMC Corp. January 1998 - September 1999
Skills
Process Improvement, Agile Methodologies, Project Planning, Software Project..., SDLC, Cross-functional Team..., Project Management, SharePoint, Quality Assurance, IT Management, CRM, Business Process, Integration, Strategy, Customer Service, Six Sigma, Software Documentation, Management, Testing, Agile, Customer Relations, Confluence, JIRA, Google Docs, Program Management, Business Analysis, Requirements Gathering, Vendor Management, Software Development
Education
Quality and Productivity Solutions 2009 — 2009
Six Sigma Black Belt, trained
Bentley University
BS, Computer Information Systems
Eric H Holden's Fidelity Investments Experience June 2015 - Present
Job Financial Leadership Program Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments 2014 - 2015
National Grid 2013 - 2014
National Grid 2011 - 2013
National Grid 2009 - 2011
National Grid June 2008 - July 2008
Skills
Process Improvement, System Implementations, Capital Project Planning, Asset Managment, Business Analysis, Financial Analysis, Data Analysis, Corporate Finance, IT Strategy, Microsoft Excel, Portfolio Management, Strategic Planning
Education
Boston University Questrom School of Business 2013 — 2015
Master of Business Administration (MBA)
Boston University Questrom School of Business 2013 — 2015
Master’s Degree, Information Systems
Bentley University 2005 — 2009
B.S., Economics - Finance
Fidelity Investments June 2015 - Present
Fidelity Investments 2014 - 2015
National Grid 2013 - 2014
National Grid 2011 - 2013
National Grid 2009 - 2011
National Grid June 2008 - July 2008
Skills
Process Improvement, System Implementations, Capital Project Planning, Asset Managment, Business Analysis, Financial Analysis, Data Analysis, Corporate Finance, IT Strategy, Microsoft Excel, Portfolio Management, Strategic Planning
Education
Boston University Questrom School of Business 2013 — 2015
Master of Business Administration (MBA)
Boston University Questrom School of Business 2013 — 2015
Master’s Degree, Information Systems
Bentley University 2005 — 2009
B.S., Economics - Finance
Deb Marvin's Fidelity Investments Experience November 2012 - January 2013
Job Business Analyst at Fusion Alliance
Industry Information Technology and Services
Experience
Fusion Alliance May 2014 - Present
SLK August 2013 - December 2013
Fidelity Investments November 2012 - January 2013
Fidelity Investments May 2012 - December 2012
Self November 2008 - June 2012
Fifth Third Bank June 2011 - May 2012
TEKsystems 2009 - 2012
TEKsystems 2009 - 2012
Possible Worldwide March 2011 - March 2011
Fifth Third Bank December 2009 - February 2011
Skills
Web Design, SharePoint, Webmaster Services, Flash, IT Management, Team Building, Testing, Graphic Design, Documentum, Illustration, Animation, Visio, Dreamweaver, Risk Management, Information Architecture, Web Development, Vendor Management, Content Management, Business Analysis, Consulting, Salesforce.com, Requirements Analysis, Project Management, SDLC, Program Management, Software Documentation, User Experience, Agile Methodologies, Analysis, Software Project..., Management, Requirements Gathering, Process Improvement
Education
Norwich University 1980 — 1983
Bachelors, Liberal Arts/Fine Art
Clark University 2004 — 2007
Master Certificate, Visual Communications: Digital Multimedia and Web Design, A
Rochester Institute of Technology 1999 — 2001
n/a, Information Technology
Bentley University 1998 — 1999
n/a, Computer Science
Northeastern University 1990 — 1990
none, Graphic Design
Nichols College 1987 — 1987
none, MBA Program
Worcester State University 1984 — 1984
n/a, Computer Science
Spaulding High
Fusion Alliance May 2014 - Present
SLK August 2013 - December 2013
Fidelity Investments November 2012 - January 2013
Fidelity Investments May 2012 - December 2012
Self November 2008 - June 2012
Fifth Third Bank June 2011 - May 2012
TEKsystems 2009 - 2012
TEKsystems 2009 - 2012
Possible Worldwide March 2011 - March 2011
Fifth Third Bank December 2009 - February 2011
Skills
Web Design, SharePoint, Webmaster Services, Flash, IT Management, Team Building, Testing, Graphic Design, Documentum, Illustration, Animation, Visio, Dreamweaver, Risk Management, Information Architecture, Web Development, Vendor Management, Content Management, Business Analysis, Consulting, Salesforce.com, Requirements Analysis, Project Management, SDLC, Program Management, Software Documentation, User Experience, Agile Methodologies, Analysis, Software Project..., Management, Requirements Gathering, Process Improvement
Education
Norwich University 1980 — 1983
Bachelors, Liberal Arts/Fine Art
Clark University 2004 — 2007
Master Certificate, Visual Communications: Digital Multimedia and Web Design, A
Rochester Institute of Technology 1999 — 2001
n/a, Information Technology
Bentley University 1998 — 1999
n/a, Computer Science
Northeastern University 1990 — 1990
none, Graphic Design
Nichols College 1987 — 1987
none, MBA Program
Worcester State University 1984 — 1984
n/a, Computer Science
Spaulding High
John DiFonzo, CFA John DiFonzo, CFA's Fidelity Investments Experience August 1999 - March 2012
Job Leveraging quantitative and analytical skills contributing to the investment management decision making process
Industry Financial Services
Experience
Wealth Management Systems, Inc (WMSI) September 2014 - Present
Manulife Financial June 2013 - August 2014
Fidelity Investments August 1999 - March 2012
Comverse Network Systems September 1996 - August 1999
Digital Equipment Corporation July 1986 - September 1996
Skills
Microsoft Excel, VBA, Equity Valuation, SQL, Software Project..., C++, Sybase, Oracle SQL, Unix Shell Scripting, Derivatives, Analytical Skills, SDLC, Oracle, Java, Analysis, Quality Assurance, Visual Basic, Project Management, Business Intelligence, Strategy, Systems Analysis, Agile Methodologies, Data Modeling, Requirements Gathering, Access, Financial Services, Business Analysis, Requirements Analysis, Web Applications, Business Requirements, Securities, Security
Education
Bentley University 1994 — 2004
Master of Science, Global Financial Analysis
Tufts University 1982 — 1986
Bachelor of Science, Electrical Engineering and Computer Engineering
Wealth Management Systems, Inc (WMSI) September 2014 - Present
Manulife Financial June 2013 - August 2014
Fidelity Investments August 1999 - March 2012
Comverse Network Systems September 1996 - August 1999
Digital Equipment Corporation July 1986 - September 1996
Skills
Microsoft Excel, VBA, Equity Valuation, SQL, Software Project..., C++, Sybase, Oracle SQL, Unix Shell Scripting, Derivatives, Analytical Skills, SDLC, Oracle, Java, Analysis, Quality Assurance, Visual Basic, Project Management, Business Intelligence, Strategy, Systems Analysis, Agile Methodologies, Data Modeling, Requirements Gathering, Access, Financial Services, Business Analysis, Requirements Analysis, Web Applications, Business Requirements, Securities, Security
Education
Bentley University 1994 — 2004
Master of Science, Global Financial Analysis
Tufts University 1982 — 1986
Bachelor of Science, Electrical Engineering and Computer Engineering
Jennifer Cerny's Fidelity Investments Experience March 2009 - November 2010
Job Project Management and Business Analysis
Industry Financial Services
Experience
Veritude September 2011 - Present
Fidelity Investments March 2009 - November 2010
Fidelity Investments 2007 - December 2008
Fidelity Investments 2007 - 2007
Fidelity Investments 2004 - 2007
Fidelity Investments 2006 - 2006
Fidelity Investments 2003 - 2004
Fidelity Investments 1999 - 2003
HealthPlan Services 1997 - 1998
Aetna Health Plans 1990 - 1996
Education
Tahanto Regional High School 1984 — 1989
Bentley University
B.S.
Bentley University
A.S.
Veritude September 2011 - Present
Fidelity Investments March 2009 - November 2010
Fidelity Investments 2007 - December 2008
Fidelity Investments 2007 - 2007
Fidelity Investments 2004 - 2007
Fidelity Investments 2006 - 2006
Fidelity Investments 2003 - 2004
Fidelity Investments 1999 - 2003
HealthPlan Services 1997 - 1998
Aetna Health Plans 1990 - 1996
Education
Tahanto Regional High School 1984 — 1989
Bentley University
B.S.
Bentley University
A.S.
Jim Boucher's Fidelity Investments Experience April 2012 - December 2013
Job Senior Principal Consultant at Collaborative Consulting
Industry Financial Services
Experience
Collaborative Consulting January 2014 - Present
Fidelity Investments April 2012 - December 2013
Fidelity Investments July 1999 - April 2012
Fidelity Investments January 1998 - July 1999
Fidelity Investments January 1993 - January 1998
SEEK Careers/Staffing September 1990 - December 1992
Design Options, Inc. July 1987 - September 1990
Skills
Mutual Funds, Project Planning, SDLC, Outsourcing, Vendor Management, Software Development, Systems Analysis, Financial Services, Management, Cross-functional Team..., Portfolio Management, Project Management, Strategy, Project Delivery, Middle Office, Program Management, Team Building, Business Analysis, Requirements Analysis, Agile Methodologies, Software Project...
Education
Bentley University 1983 — 1987
Bachelor of Science Degree, Computer Information Systems
Collaborative Consulting January 2014 - Present
Fidelity Investments April 2012 - December 2013
Fidelity Investments July 1999 - April 2012
Fidelity Investments January 1998 - July 1999
Fidelity Investments January 1993 - January 1998
SEEK Careers/Staffing September 1990 - December 1992
Design Options, Inc. July 1987 - September 1990
Skills
Mutual Funds, Project Planning, SDLC, Outsourcing, Vendor Management, Software Development, Systems Analysis, Financial Services, Management, Cross-functional Team..., Portfolio Management, Project Management, Strategy, Project Delivery, Middle Office, Program Management, Team Building, Business Analysis, Requirements Analysis, Agile Methodologies, Software Project...
Education
Bentley University 1983 — 1987
Bachelor of Science Degree, Computer Information Systems
Julie Gaieski Julie Gaieski's Fidelity Investments Experience March 2010 - Present
Job Principal Information Architect
Industry Design
Experience
Fidelity Investments March 2010 - Present
Freelance Design March 2004 - January 2014
DataOne Software December 2005 - March 2009
WBZ News Radio 1030 May 2005 - August 2005
Skills
User Experience, CSS, Visio, Graphic Design, Dreamweaver, Leadership, Email Marketing, SEO, JavaScript, Adobe Creative Suite, Business Development, Photography, Online Marketing, Creative Direction, Web Development, Project Planning, Illustrator, Advertising, Interaction Design, User Interface Design, User Experience Design, Web Design, Logo Design, User-centered Design, Information Architecture, Adobe Fireworks, Wireframes, Wire Framing, User Interface
Education
Bentley University 2012 — 2016
Master of Science in Human Factors in Information Design, studies in User Research, Usability Testing, UX and Business Strategy, Prototyping
New England Institute of Art 2002 — 2005
Bachelor of Science, Interactive Media Design
University of Massachusetts, Amherst 1997 — 2000
General Study in Science and Humanities
Fidelity Investments March 2010 - Present
Freelance Design March 2004 - January 2014
DataOne Software December 2005 - March 2009
WBZ News Radio 1030 May 2005 - August 2005
Skills
User Experience, CSS, Visio, Graphic Design, Dreamweaver, Leadership, Email Marketing, SEO, JavaScript, Adobe Creative Suite, Business Development, Photography, Online Marketing, Creative Direction, Web Development, Project Planning, Illustrator, Advertising, Interaction Design, User Interface Design, User Experience Design, Web Design, Logo Design, User-centered Design, Information Architecture, Adobe Fireworks, Wireframes, Wire Framing, User Interface
Education
Bentley University 2012 — 2016
Master of Science in Human Factors in Information Design, studies in User Research, Usability Testing, UX and Business Strategy, Prototyping
New England Institute of Art 2002 — 2005
Bachelor of Science, Interactive Media Design
University of Massachusetts, Amherst 1997 — 2000
General Study in Science and Humanities
Han Lee, CPA's Fidelity Investments Experience June 2015 - Present
Job Accounting Manager at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments October 2012 - June 2015
Grant Thornton LLP October 2010 - November 2012
Education
Bentley University
MSA, Accountancy
Boston College - Wallace E. Carroll Graduate School of Management
Master, Finance
Shanghai Jiao Tong University
Bachelor of Arts (BA)
Fidelity Investments June 2015 - Present
Fidelity Investments October 2012 - June 2015
Grant Thornton LLP October 2010 - November 2012
Education
Bentley University
MSA, Accountancy
Boston College - Wallace E. Carroll Graduate School of Management
Master, Finance
Shanghai Jiao Tong University
Bachelor of Arts (BA)
Katie (Traut) Carbone's Fidelity Investments Experience May 2004 - August 2005
Job Account Director at Weber Shandwick
Industry Public Relations and Communications
Experience
Weber Shandwick June 2010 - Present
Racepoint Group November 2006 - June 2010
Fidelity Investments May 2004 - August 2005
Skills
Digital Strategy, Social Media, Strategic Communications, Media Relations, Public Relations, Blogging, Digital Marketing, Message Development, Thought Leadership, Content Development, Content Strategy, Integrated Marketing, Corporate Blogging, Social Networking, Social Media Marketing, Crisis Communications, Creative Direction, Press Releases, Internal Communications, Corporate Communications, B2B
Education
Bentley University 2002 — 2006
BS, Information Design and Corporate Communication
Merrimack High School 1998 — 2002
Weber Shandwick June 2010 - Present
Racepoint Group November 2006 - June 2010
Fidelity Investments May 2004 - August 2005
Skills
Digital Strategy, Social Media, Strategic Communications, Media Relations, Public Relations, Blogging, Digital Marketing, Message Development, Thought Leadership, Content Development, Content Strategy, Integrated Marketing, Corporate Blogging, Social Networking, Social Media Marketing, Crisis Communications, Creative Direction, Press Releases, Internal Communications, Corporate Communications, B2B
Education
Bentley University 2002 — 2006
BS, Information Design and Corporate Communication
Merrimack High School 1998 — 2002
Keith Saucier's Fidelity Investments Experience November 2005 - January 2012
Job Compensation & Benefits Management at TOMS
Industry Apparel & Fashion
Experience
TOMS June 2013 - Present
Ares Management January 2012 - March 2013
Fidelity Investments November 2005 - January 2012
Fidelity Investments November 2003 - November 2005
SBLI of Massachusetts April 2002 - October 2003
Towers Watson September 2000 - April 2002
Skills
Compensation, Benefits, Incentive Programs, Deferred Compensation, Employee Benefits, Executive Pay, Defined Benefit, Compensation Structures, Financial Services, Job Analysis, Vendor Management, Change Management
Education
Bentley University
Bachelor of Science (BS), Mathematics
TOMS June 2013 - Present
Ares Management January 2012 - March 2013
Fidelity Investments November 2005 - January 2012
Fidelity Investments November 2003 - November 2005
SBLI of Massachusetts April 2002 - October 2003
Towers Watson September 2000 - April 2002
Skills
Compensation, Benefits, Incentive Programs, Deferred Compensation, Employee Benefits, Executive Pay, Defined Benefit, Compensation Structures, Financial Services, Job Analysis, Vendor Management, Change Management
Education
Bentley University
Bachelor of Science (BS), Mathematics
Meredith Frost Meredith Frost's Fidelity Investments Experience 2004 - November 2008
Job at Eagle Investment Systems
Industry Computer Software
Experience
Eagle Investment Systems February 2010 - Present
Fidelity Investments 2004 - November 2008
Fidelity Investments January 2000 - 2004
BENTLEY COLLEGE MCCALLUM GRADUATE SCHOOL September 1999 - December 1999
MERRILL LYNCH PRIVATE CLIENT GROUP May 1999 - August 1999
Blue Cross and Blue Shield May 1998 - August 1998
Skills
SDLC, Microsoft Excel, Automated Software..., Software Testing Life..., Software Quality..., Manual Testing, Usability Testing, Regression Testing, System Testing, Quality Assurance, Equities, Fund Accounting, Process Efficiency, Microsoft Office, Test Planning, Test Cases, User Acceptance Testing, Corporate Actions, Financial Reporting, Testing, Business Analysis, Visio
Education
Villanova University 2008 — 2009
CST, Software Testing
Bentley University 1997 — 2000
BS, Finance
Bradford College 1994 — 1997
Transfer, Undeclared
Eagle Investment Systems February 2010 - Present
Fidelity Investments 2004 - November 2008
Fidelity Investments January 2000 - 2004
BENTLEY COLLEGE MCCALLUM GRADUATE SCHOOL September 1999 - December 1999
MERRILL LYNCH PRIVATE CLIENT GROUP May 1999 - August 1999
Blue Cross and Blue Shield May 1998 - August 1998
Skills
SDLC, Microsoft Excel, Automated Software..., Software Testing Life..., Software Quality..., Manual Testing, Usability Testing, Regression Testing, System Testing, Quality Assurance, Equities, Fund Accounting, Process Efficiency, Microsoft Office, Test Planning, Test Cases, User Acceptance Testing, Corporate Actions, Financial Reporting, Testing, Business Analysis, Visio
Education
Villanova University 2008 — 2009
CST, Software Testing
Bentley University 1997 — 2000
BS, Finance
Bradford College 1994 — 1997
Transfer, Undeclared
Lisa Renery Handalian Lisa Renery Handalian's Fidelity Investments Experience August 2006 - February 2008
Job Senior User Researcher at Ancestry.com
Industry Research
Experience
Ancestry.com November 2013 - Present
PARC August 2013 - November 2013
Financial Engines June 2013 - July 2013
Bank of America February 2008 - May 2013
Fidelity Investments August 2006 - February 2008
Keynote Systems August 2004 - July 2006
WebCT (acquired by BlackBoard) September 1999 - March 2003
Suffolk University August 1997 - August 1999
Bilkent University, Ankara Turkey June 1996 - June 1997
Mason Perkins Deafness Fund July 1988 - February 1991
Skills
Storytelling, Design Research, Design Thinking, Ethnography, Strategic Thinking, User Experience, User-centered Design, Information Architecture, Card Sorting, Interviews, Usability Testing, Remote User Testing, Information Design, Mobile Devices, Qualitative Research, Strategy, Usability, User Experience Design, User Research, Wireframes, Experience Design, Agile Methodologies
Education
Bentley University 2003 — 2004
Master of Science (M.S.), Human Factors in Information Design, 4.0 (Dandes Valedictorian Award recipient)
California College of the Arts 2013 — 2013
Certificate, Innovation Leadership, Leading by Design Fellows Program
University of Massachusetts Boston 1992 — 1994
Master of Arts (M.A.), English as a Second Language Studies / Applied Linguistics
Wesleyan University 1984 — 1988
BA, Linguistics, anthropology
Gallaudet University 1990 — 1991
Graduate Fellowship, Sign Language Linguistics & Interpreting Department
Ranney School
H.S. Diploma, "Down the Shore" (New Jersey)
Ancestry.com November 2013 - Present
PARC August 2013 - November 2013
Financial Engines June 2013 - July 2013
Bank of America February 2008 - May 2013
Fidelity Investments August 2006 - February 2008
Keynote Systems August 2004 - July 2006
WebCT (acquired by BlackBoard) September 1999 - March 2003
Suffolk University August 1997 - August 1999
Bilkent University, Ankara Turkey June 1996 - June 1997
Mason Perkins Deafness Fund July 1988 - February 1991
Skills
Storytelling, Design Research, Design Thinking, Ethnography, Strategic Thinking, User Experience, User-centered Design, Information Architecture, Card Sorting, Interviews, Usability Testing, Remote User Testing, Information Design, Mobile Devices, Qualitative Research, Strategy, Usability, User Experience Design, User Research, Wireframes, Experience Design, Agile Methodologies
Education
Bentley University 2003 — 2004
Master of Science (M.S.), Human Factors in Information Design, 4.0 (Dandes Valedictorian Award recipient)
California College of the Arts 2013 — 2013
Certificate, Innovation Leadership, Leading by Design Fellows Program
University of Massachusetts Boston 1992 — 1994
Master of Arts (M.A.), English as a Second Language Studies / Applied Linguistics
Wesleyan University 1984 — 1988
BA, Linguistics, anthropology
Gallaudet University 1990 — 1991
Graduate Fellowship, Sign Language Linguistics & Interpreting Department
Ranney School
H.S. Diploma, "Down the Shore" (New Jersey)
Joseph Leonard's Fidelity Investments Experience May 2013 - August 2013
Job Staff Accountant at EF Education First
Industry Accounting
Experience
EF Education First December 2014 - Present
Bentley University September 2012 - May 2014
AIR, inc. January 2014 - April 2014
Bentley University Mccallum Graduate School of Business September 2012 - December 2013
Fidelity Investments May 2013 - August 2013
Skills
PowerPoint, Outlook, Data Analysis, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Acess, Spanish, Social Media, HTML, Facebook, Research, Social Networking, Teamwork, Analysis, Team Leadership, Leadership, C++, SharePoint, ERC, Wiki Development, Vlookup, Organization, ERP, Invoice Processing, Billing Services, Microsoft Outlook
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Finance; Computer Information Systems
EF Education First December 2014 - Present
Bentley University September 2012 - May 2014
AIR, inc. January 2014 - April 2014
Bentley University Mccallum Graduate School of Business September 2012 - December 2013
Fidelity Investments May 2013 - August 2013
Skills
PowerPoint, Outlook, Data Analysis, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Acess, Spanish, Social Media, HTML, Facebook, Research, Social Networking, Teamwork, Analysis, Team Leadership, Leadership, C++, SharePoint, ERC, Wiki Development, Vlookup, Organization, ERP, Invoice Processing, Billing Services, Microsoft Outlook
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Finance; Computer Information Systems
Kenneth Campana, MBA's Fidelity Investments Experience August 2011 - May 2012
Job Vice President (ACPM Portfolio Manager GBM) at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. December 2014 - Present
Santander Bank, N.A. October 2013 - December 2014
State Street May 2012 - October 2013
Fidelity Investments August 2011 - May 2012
Fidelity Investments July 2010 - August 2011
Fidelity Investments November 2007 - July 2010
Skills
Bloomberg, Financial Analysis, Financial Modeling, Mutual Funds, Investments, Valuation, Financial Reporting, Strategic Financial..., Advanced Proficiency in..., SAP Business Objects &..., Hyperion, Project Management..., Reuters, IBM Cognos, Oracle Discoverer, People Soft 7.01 & 7.5, Fidelity Investments..., Brokerage System, Longview Khalix, Spotfire, Well-articulated,..., Quantitative Aptitude, Cognos, Financial Risk, Financial Services, Capital Markets, Hyperion Enterprise, Project Management, Budgets
Education
Northeastern University 2010 — 2012
MBA, Finance and International Management
Bentley University 1998 — 2002
BS, Business Management/IT
Santander Bank, N.A. December 2014 - Present
Santander Bank, N.A. October 2013 - December 2014
State Street May 2012 - October 2013
Fidelity Investments August 2011 - May 2012
Fidelity Investments July 2010 - August 2011
Fidelity Investments November 2007 - July 2010
Skills
Bloomberg, Financial Analysis, Financial Modeling, Mutual Funds, Investments, Valuation, Financial Reporting, Strategic Financial..., Advanced Proficiency in..., SAP Business Objects &..., Hyperion, Project Management..., Reuters, IBM Cognos, Oracle Discoverer, People Soft 7.01 & 7.5, Fidelity Investments..., Brokerage System, Longview Khalix, Spotfire, Well-articulated,..., Quantitative Aptitude, Cognos, Financial Risk, Financial Services, Capital Markets, Hyperion Enterprise, Project Management, Budgets
Education
Northeastern University 2010 — 2012
MBA, Finance and International Management
Bentley University 1998 — 2002
BS, Business Management/IT
Joelle Spear, CFP®'s Fidelity Investments Experience January 2008 - March 2010
Job Relationship Manager at Canby Financial Advisors
Industry Financial Services
Experience
Canby Financial Advisors April 2014 - Present
Coldwell Banker Residential Brokerage March 2010 - May 2013
Fidelity Investments January 2008 - March 2010
Fidelity Investments May 2006 - January 2008
Fidelity Investments March 2004 - May 2006
Fidelity Investments 2002 - 2004
Education
Bentley University 2000 — 2002
MBA, Finance
University of New Hampshire - Whittemore School of Business and Economics 1994 — 1998
BS, Business Administration
Hopkinton High School 1990 — 1994
Canby Financial Advisors April 2014 - Present
Coldwell Banker Residential Brokerage March 2010 - May 2013
Fidelity Investments January 2008 - March 2010
Fidelity Investments May 2006 - January 2008
Fidelity Investments March 2004 - May 2006
Fidelity Investments 2002 - 2004
Education
Bentley University 2000 — 2002
MBA, Finance
University of New Hampshire - Whittemore School of Business and Economics 1994 — 1998
BS, Business Administration
Hopkinton High School 1990 — 1994
Gail Hatch's Fidelity Investments Experience June 2006 - February 2009
Job Sr. CRM Project Manager at Oxfam America
Industry Nonprofit Organization Management
Experience
Oxfam America March 2013 - Present
WellPet September 2009 - March 2013
Fidelity Investments June 2006 - February 2009
Genzyme August 2003 - April 2005
Groove Networks May 2002 - March 2003
Health Dialog September 1999 - January 2002
Bizfon December 1998 - July 1999
Digital Equipment Corporation October 1987 - April 1996
Skills
CRM, Databases, Analysis, Data Analysis, Data Warehousing, Sales Operations, Analytics, Process Improvement, Business Analysis, Access, SQL, Microsoft SQL Server, Siebel, Change Management, SDLC, Report Writing, Microsoft Excel, MS Excel Pivot Tables, Data Quality, Visio, Salesforce.com, Project Management, Enterprise Software, Leadership
Education
Bentley University 1981 — 1985
BS, Management
Oxfam America March 2013 - Present
WellPet September 2009 - March 2013
Fidelity Investments June 2006 - February 2009
Genzyme August 2003 - April 2005
Groove Networks May 2002 - March 2003
Health Dialog September 1999 - January 2002
Bizfon December 1998 - July 1999
Digital Equipment Corporation October 1987 - April 1996
Skills
CRM, Databases, Analysis, Data Analysis, Data Warehousing, Sales Operations, Analytics, Process Improvement, Business Analysis, Access, SQL, Microsoft SQL Server, Siebel, Change Management, SDLC, Report Writing, Microsoft Excel, MS Excel Pivot Tables, Data Quality, Visio, Salesforce.com, Project Management, Enterprise Software, Leadership
Education
Bentley University 1981 — 1985
BS, Management
Jonathan Max Merrigan's Fidelity Investments Experience May 2013 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Fidelity Investments April 2010 - May 2013
Fidelity Investments September 2007 - April 2010
Fidelity Investments March 2006 - August 2007
Fidelity Investments February 2005 - March 2006
Fidelity Investments April 2001 - January 2005
Skills
Investments, Mutual Funds, Series 7, Retirement Planning, Strategic Financial..., Series 63, High Net Worth..., IRAs, 401k Rollovers, 401k, Asset Allocation, Finance, Retirement, Wealth Management, Roth IRA, Financial Planning
Education
Bentley University
Bachelor, Finance
Fidelity Investments May 2013 - Present
Fidelity Investments April 2010 - May 2013
Fidelity Investments September 2007 - April 2010
Fidelity Investments March 2006 - August 2007
Fidelity Investments February 2005 - March 2006
Fidelity Investments April 2001 - January 2005
Skills
Investments, Mutual Funds, Series 7, Retirement Planning, Strategic Financial..., Series 63, High Net Worth..., IRAs, 401k Rollovers, 401k, Asset Allocation, Finance, Retirement, Wealth Management, Roth IRA, Financial Planning
Education
Bentley University
Bachelor, Finance
Jason Donner's Fidelity Investments Experience 2005 - 2006
Job Managing Consultant Executive Recruiter Accounting & Finance
Industry Staffing and Recruiting
Experience
Michael Page September 2011 - Present
The ExecuSearch Group January 2011 - September 2011
Trandon Associates September 2009 - January 2011
Financial Tracking August 2006 - September 2009
Fidelity Investments 2005 - 2006
Skills
Recruiting, Emerging Markets, Financial Accounting, Banking, Finance, Executive Search, Financial Analysis, Fixed Income, Financial Services, Sourcing, Temporary Staffing, Contract Recruitment, Asset Management, Technical Recruiting, Onboarding, Risk Management, Internet Recruiting, Talent Acquisition, Microsoft Excel, Applicant Tracking..., Human Resources, Management, Staffing Services, Equities, Accounting, Permanent Placement, Consulting, Engaging Public Speaker, Leadership, PeopleSoft, Screening Resumes, Mergers & Acquisitions, Oral & Written...
Education
Bentley University
BS, Corporate Finance and Accounting
Michael Page September 2011 - Present
The ExecuSearch Group January 2011 - September 2011
Trandon Associates September 2009 - January 2011
Financial Tracking August 2006 - September 2009
Fidelity Investments 2005 - 2006
Skills
Recruiting, Emerging Markets, Financial Accounting, Banking, Finance, Executive Search, Financial Analysis, Fixed Income, Financial Services, Sourcing, Temporary Staffing, Contract Recruitment, Asset Management, Technical Recruiting, Onboarding, Risk Management, Internet Recruiting, Talent Acquisition, Microsoft Excel, Applicant Tracking..., Human Resources, Management, Staffing Services, Equities, Accounting, Permanent Placement, Consulting, Engaging Public Speaker, Leadership, PeopleSoft, Screening Resumes, Mergers & Acquisitions, Oral & Written...
Education
Bentley University
BS, Corporate Finance and Accounting
Jeff Vallera, CFA's Fidelity Investments Experience 2012 - 2013
Job Financial Analyst at Security Innovation
Industry Investment Management
Experience
Security Innovation May 2015 - Present
Robostox LLC 2014 - 2014
Fidelity Investments 2012 - 2013
Fidelity Investments 2006 - 2012
Investors Bank & Trust 2005 - 2006
Skills
Fixed Income, Hedge Funds, Derivatives, Mutual Funds, Financial Analysis, Corporate Finance, Equity Research, Performance Attribution, Risk Management, Foreign Exchange, Valuation, Bloomberg, municipal underwriting, Essbase, Hyperion Interactive..., SQL, Credit Risk, Capital IQ, MS Excel Pivot Tables, Excel Models, Counterparty Risk, Process...
Education
Boston University - School of Management 2008 — 2009
M.S., Investment Management
Bentley University 2001 — 2005
B.S., Finance, Cum Laude
Security Innovation May 2015 - Present
Robostox LLC 2014 - 2014
Fidelity Investments 2012 - 2013
Fidelity Investments 2006 - 2012
Investors Bank & Trust 2005 - 2006
Skills
Fixed Income, Hedge Funds, Derivatives, Mutual Funds, Financial Analysis, Corporate Finance, Equity Research, Performance Attribution, Risk Management, Foreign Exchange, Valuation, Bloomberg, municipal underwriting, Essbase, Hyperion Interactive..., SQL, Credit Risk, Capital IQ, MS Excel Pivot Tables, Excel Models, Counterparty Risk, Process...
Education
Boston University - School of Management 2008 — 2009
M.S., Investment Management
Bentley University 2001 — 2005
B.S., Finance, Cum Laude
Jim Moler's Fidelity Investments Experience August 1996 - April 2010
Job SVP, Consumer Product Strategy Manager II at Bank of America
Industry Financial Services
Experience
Bank of America October 2010 - Present
Executives In Action June 2010 - October 2010
Fidelity Investments August 1996 - April 2010
VMark Software (acquired by IBM in 2005) April 1995 - July 1996
Electronic Data Systems (EDS) May 1986 - April 1995
Skills
Program Management, Process Improvement, Project Portfolio..., PMO, Agile Methodologies, Information Technology, Vendor Management, SDLC, Visio, Relationship Management, Project Management, Cross-functional Team..., IT Management, PMP, Risk Management, Data Warehousing, Business Continuity, Business Intelligence, Disaster Recovery, Strategic Planning, Change Management, Management, Leadership, Strategy, IT Strategy, ERP, Databases, Business Analysis, Unix, Software Project..., Integration, Requirements Analysis, Enterprise Architecture, Software Development
Education
Bentley University
Bachelor of Science (BS), Computer Information Systems
Bank of America October 2010 - Present
Executives In Action June 2010 - October 2010
Fidelity Investments August 1996 - April 2010
VMark Software (acquired by IBM in 2005) April 1995 - July 1996
Electronic Data Systems (EDS) May 1986 - April 1995
Skills
Program Management, Process Improvement, Project Portfolio..., PMO, Agile Methodologies, Information Technology, Vendor Management, SDLC, Visio, Relationship Management, Project Management, Cross-functional Team..., IT Management, PMP, Risk Management, Data Warehousing, Business Continuity, Business Intelligence, Disaster Recovery, Strategic Planning, Change Management, Management, Leadership, Strategy, IT Strategy, ERP, Databases, Business Analysis, Unix, Software Project..., Integration, Requirements Analysis, Enterprise Architecture, Software Development
Education
Bentley University
Bachelor of Science (BS), Computer Information Systems
Justin Chin's Fidelity Investments Experience September 2006 - August 2008
Job Director, Business Development at Fountain Partners
Industry Financial Services
Experience
Fountain Partners July 2011 - Present
Brighton House Associates May 2011 - July 2011
Brighton House Associates April 2010 - May 2011
Fidelity Investments September 2006 - August 2008
Fidelity Investments June 2004 - September 2006
Capital One Healthcare Finance June 2000 - December 2005
Skills
Investments, Financial Analysis, Private Equity, Equities, Asset Management, Strategy, Finance, Mergers & Acquisitions, Portfolio Management, Alternative Investments, Hedge Funds, Strategic Planning, Business Development, Venture Capital, Financial Modeling, Valuation
Education
Bentley University 2000 — 2004
Bachelor, Finance
Framingham High School
Fountain Partners July 2011 - Present
Brighton House Associates May 2011 - July 2011
Brighton House Associates April 2010 - May 2011
Fidelity Investments September 2006 - August 2008
Fidelity Investments June 2004 - September 2006
Capital One Healthcare Finance June 2000 - December 2005
Skills
Investments, Financial Analysis, Private Equity, Equities, Asset Management, Strategy, Finance, Mergers & Acquisitions, Portfolio Management, Alternative Investments, Hedge Funds, Strategic Planning, Business Development, Venture Capital, Financial Modeling, Valuation
Education
Bentley University 2000 — 2004
Bachelor, Finance
Framingham High School
Gary Tobolski Gary Tobolski's Fidelity Investments Experience 2003 - 2004
Job Sr. Business Analyst at HP Enterprise Services
Industry Information Technology and Services
Experience
HP Enterprise Services January 2011 - Present
U.S. Census Bureau April 2010 - August 2010
Massachusetts Registry of Motor Vehicles / Eot 2004 - 2009
Various organizations 1993 - 2009
Fidelity Investments 2003 - 2004
Metropolitan Life Insurance Company 2002 - 2003
Massachusetts Registry of Motor Vehicles 1996 - 2001
Brown Brothers Harriman 1995 - 1996
Fidelity Investments 1992 - 1995
First Data Corporation 1992 - 1992
Skills
Access, Visio, Project Management, Testing, SDLC, Business Analysis, DB2, Program Management, IT Outsourcing, CICS, Business Intelligence, SQL, Software Development, Leadership, Strategic Planning, Systems Analysis, Requirements Analysis, VSAM, COBOL, IT Management, Visual Basic, JCL
Education
Northeastern University 1992 — 1992
C/C++ Programming
Bentley University 1983 — 1986
Business management
University at Buffalo 1980 — 1982
Business management
IBM 1977 — 1979
Computer programming
Advanced Training Center 1975 — 1975
Computer programming
HP Enterprise Services January 2011 - Present
U.S. Census Bureau April 2010 - August 2010
Massachusetts Registry of Motor Vehicles / Eot 2004 - 2009
Various organizations 1993 - 2009
Fidelity Investments 2003 - 2004
Metropolitan Life Insurance Company 2002 - 2003
Massachusetts Registry of Motor Vehicles 1996 - 2001
Brown Brothers Harriman 1995 - 1996
Fidelity Investments 1992 - 1995
First Data Corporation 1992 - 1992
Skills
Access, Visio, Project Management, Testing, SDLC, Business Analysis, DB2, Program Management, IT Outsourcing, CICS, Business Intelligence, SQL, Software Development, Leadership, Strategic Planning, Systems Analysis, Requirements Analysis, VSAM, COBOL, IT Management, Visual Basic, JCL
Education
Northeastern University 1992 — 1992
C/C++ Programming
Bentley University 1983 — 1986
Business management
University at Buffalo 1980 — 1982
Business management
IBM 1977 — 1979
Computer programming
Advanced Training Center 1975 — 1975
Computer programming
Mandy (Ashline) Melville Mandy (Ashline) Melville's Fidelity Investments Experience June 2000 - September 2000
Job Client Development Manager at Exact Macola
Industry Computer Software
Experience
Exact October 2013 - Present
Exact January 2012 - October 2013
Exact February 2007 - January 2012
Exact August 2004 - February 2007
Spantech Software Inc June 2000 - August 2004
Allied Domecq QSR - Ad fund November 2002 - February 2004
Veryfine, Inc August 2002 - December 2002
Spantech Software, Inc March 2002 - July 2002
Compaq Computer Corporation September 2000 - March 2002
Fidelity Investments June 2000 - September 2000
Skills
Crystal Reports, ASP, Visual Studio, HTML, Project Management, CRM, Data Migration, BPA, Microsoft SQL Server, Visual Basic, SSRS, Business Intelligence, Requirements Analysis, SQL, Databases, Business Analysis, SaaS, Software Implementation, SDLC, Train the Trainer, ERP, Enterprise Software, Strategy, Business Process, Integration, Data Warehousing, JavaScript, T-SQL, Software Development, Web Applications, Testing, IIS, Access, Windows Server, Software Project..., Product Management, Quality Assurance, SharePoint
Education
Northeastern University 2006 — 2006
Project Management Certificate, Project Management Certificate
Boston University 2002 — 2002
Microsoft .NET, Microsoft .NET
Bentley University 1996 — 2000
BS, Computer Information Systems
Exact October 2013 - Present
Exact January 2012 - October 2013
Exact February 2007 - January 2012
Exact August 2004 - February 2007
Spantech Software Inc June 2000 - August 2004
Allied Domecq QSR - Ad fund November 2002 - February 2004
Veryfine, Inc August 2002 - December 2002
Spantech Software, Inc March 2002 - July 2002
Compaq Computer Corporation September 2000 - March 2002
Fidelity Investments June 2000 - September 2000
Skills
Crystal Reports, ASP, Visual Studio, HTML, Project Management, CRM, Data Migration, BPA, Microsoft SQL Server, Visual Basic, SSRS, Business Intelligence, Requirements Analysis, SQL, Databases, Business Analysis, SaaS, Software Implementation, SDLC, Train the Trainer, ERP, Enterprise Software, Strategy, Business Process, Integration, Data Warehousing, JavaScript, T-SQL, Software Development, Web Applications, Testing, IIS, Access, Windows Server, Software Project..., Product Management, Quality Assurance, SharePoint
Education
Northeastern University 2006 — 2006
Project Management Certificate, Project Management Certificate
Boston University 2002 — 2002
Microsoft .NET, Microsoft .NET
Bentley University 1996 — 2000
BS, Computer Information Systems
Kevin Segel's Fidelity Investments Experience January 2014 - Present
Job Senior Information Architect at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments January 2014 - Present
Kronos February 2013 - January 2014
Swirl September 2012 - December 2012
idiomation June 2011 - August 2012
SoundFit October 2011 - July 2012
Open Collar October 2011 - July 2012
Swift Design Group August 2011 - June 2012
qCards June 2011 - December 2011
Group Gain October 2010 - September 2011
Stratus Technologies November 2010 - April 2011
Skills
User Interface Design, User Experience, User Experience Design, Usability, Usability Testing, Product Management, Interaction Design, Information Architecture, Wire Framing, Mockups, Start-ups, User-centered Design, Testing, Photoshop, E-commerce, Mobile Devices, Mobile Design, Wireframes, Project Management, Corporate Communications, Strategic Planning, Graphic Design, Java, Foosball, Information Design, Web Design, Contextual Inquiry, Agile Methodologies, HTML, Human Computer..., User Interface, Scrum, SaaS, Heuristic Evaluation, User Stories, Axure, Design Patterns, Incentives, User Research, Mobile Applications, Enterprise Software, Usability Engineering, Experience Design, Strategic Partnerships, Product Design, Incentive Systems, Human-computer..., responsive design, Cloud Applications
Education
Bentley University 2007 — 2011
Bachelor of Science, Information Design and Corporate Communications, 3.7 Major GPA
(MVRHS) Martha's Vineyard Regional Highschool 2003 — 2007
Highschool Diploma, General, business, computer science
Fidelity Investments January 2014 - Present
Kronos February 2013 - January 2014
Swirl September 2012 - December 2012
idiomation June 2011 - August 2012
SoundFit October 2011 - July 2012
Open Collar October 2011 - July 2012
Swift Design Group August 2011 - June 2012
qCards June 2011 - December 2011
Group Gain October 2010 - September 2011
Stratus Technologies November 2010 - April 2011
Skills
User Interface Design, User Experience, User Experience Design, Usability, Usability Testing, Product Management, Interaction Design, Information Architecture, Wire Framing, Mockups, Start-ups, User-centered Design, Testing, Photoshop, E-commerce, Mobile Devices, Mobile Design, Wireframes, Project Management, Corporate Communications, Strategic Planning, Graphic Design, Java, Foosball, Information Design, Web Design, Contextual Inquiry, Agile Methodologies, HTML, Human Computer..., User Interface, Scrum, SaaS, Heuristic Evaluation, User Stories, Axure, Design Patterns, Incentives, User Research, Mobile Applications, Enterprise Software, Usability Engineering, Experience Design, Strategic Partnerships, Product Design, Incentive Systems, Human-computer..., responsive design, Cloud Applications
Education
Bentley University 2007 — 2011
Bachelor of Science, Information Design and Corporate Communications, 3.7 Major GPA
(MVRHS) Martha's Vineyard Regional Highschool 2003 — 2007
Highschool Diploma, General, business, computer science
Erik Olsson Erik Olsson's Fidelity Investments Experience 2005 - 2012
Job Manager of Financial Operations at Harvard University
Industry Information Technology and Services
Experience
Harvard University January 2014 - Present
PerkinElmer November 2013 - February 2014
Nuance Communications April 2013 - November 2013
Interactive Data 2012 - 2013
Fidelity Investments 2005 - 2012
Morgan Stanley 2003 - 2005
Skills
Mergers, Business Performance..., Organizational..., Corporate Finance, Valuation, Strategic Planning, Product Structuring, Mentoring, Team Building, Organizational Change..., Corporate Governance, Business Planning, New Business Development, Mergers & Acquisitions, Business Strategy, Business Development, Private Equity, Strategy, Project Management, Cross-functional Team..., Management, Leadership, Finance
Education
Hingham High
Bentley University
MBA
Bentley University
BA Finance, Minor International Studies
European Business School (EBS) - London
Exchange Program, European Union Studies
Harvard University January 2014 - Present
PerkinElmer November 2013 - February 2014
Nuance Communications April 2013 - November 2013
Interactive Data 2012 - 2013
Fidelity Investments 2005 - 2012
Morgan Stanley 2003 - 2005
Skills
Mergers, Business Performance..., Organizational..., Corporate Finance, Valuation, Strategic Planning, Product Structuring, Mentoring, Team Building, Organizational Change..., Corporate Governance, Business Planning, New Business Development, Mergers & Acquisitions, Business Strategy, Business Development, Private Equity, Strategy, Project Management, Cross-functional Team..., Management, Leadership, Finance
Education
Hingham High
Bentley University
MBA
Bentley University
BA Finance, Minor International Studies
European Business School (EBS) - London
Exchange Program, European Union Studies
Jared Rhoads's Fidelity Investments Experience 2002 - 2004
Job Healthcare research, consulting, advocacy
Industry Hospital & Health Care
Experience
The Dartmouth Institute for Health Policy & Clinical Practice 2014 - Present
Computer Sciences Corporation August 2005 - August 2014
Fidelity Investments 2002 - 2004
Skills
Healthcare, Health Policy, Healthcare Management, Healthcare Consulting, Meaningful Use, Writing, Data Analysis, healthcare, Telemedicine, Privacy and Security, EHR, EMR, Research, Program Management, Management, Software Documentation, Healthcare Information..., Public Health, Informatics, HL7
Education
Geisel School of Medicine at Dartmouth 2014 — 2016
Master's Degree
Bentley University 2002 — 2005
Master's Degree
Worcester Polytechnic Institute 1998 — 2002
Bachelor of Science
The Dartmouth Institute for Health Policy & Clinical Practice 2014 - Present
Computer Sciences Corporation August 2005 - August 2014
Fidelity Investments 2002 - 2004
Skills
Healthcare, Health Policy, Healthcare Management, Healthcare Consulting, Meaningful Use, Writing, Data Analysis, healthcare, Telemedicine, Privacy and Security, EHR, EMR, Research, Program Management, Management, Software Documentation, Healthcare Information..., Public Health, Informatics, HL7
Education
Geisel School of Medicine at Dartmouth 2014 — 2016
Master's Degree
Bentley University 2002 — 2005
Master's Degree
Worcester Polytechnic Institute 1998 — 2002
Bachelor of Science
Kevin Dickie's Fidelity Investments Experience April 2005 - August 2010
Job Global Director, Customer Service
Industry Computer Hardware
Experience
Digital Guardian May 2015 - Present
EMC February 2012 - May 2015
Ameriprise Financial February 2011 - February 2012
Common Impact October 2010 - March 2011
Fidelity Investments April 2005 - August 2010
Fidelity Investments August 2002 - March 2005
Fidelity Investments March 2000 - July 2002
Fidelity Investments June 1999 - March 2000
Fleet Bank June 1998 - June 1999
Fidelity Investments February 1996 - June 1998
Skills
Program Management, Process Improvement, Financial Services, Vendor Management, Risk Management, Business Analysis, SDLC, Strategic Planning, Project Management, Management, Team Building, ITIL, Integration, Networking, Outsourcing, PMO, Budgets, Business Process..., Change Management, Cloud Computing, Coaching, Cross-functional Team..., Customer Satisfaction, Data Center, Disaster Recovery, Enterprise Architecture, IT Management, IT Service Management, IT Strategy, Leadership, PMP, Product Management, Project Portfolio..., Requirements Analysis, Security, Software Project..., Strategy, CRM, Infrastructure, Enterprise Software, IT Operations, Professional Services, Storage, SaaS, Business Intelligence, Service Delivery, Business Continuity, Team Leadership, IT Solutions
Education
Bentley University 1983 — 1987
Bachelors, Computer Informations Systems & Managment
Berkshire School 1983 — 1983
Digital Guardian May 2015 - Present
EMC February 2012 - May 2015
Ameriprise Financial February 2011 - February 2012
Common Impact October 2010 - March 2011
Fidelity Investments April 2005 - August 2010
Fidelity Investments August 2002 - March 2005
Fidelity Investments March 2000 - July 2002
Fidelity Investments June 1999 - March 2000
Fleet Bank June 1998 - June 1999
Fidelity Investments February 1996 - June 1998
Skills
Program Management, Process Improvement, Financial Services, Vendor Management, Risk Management, Business Analysis, SDLC, Strategic Planning, Project Management, Management, Team Building, ITIL, Integration, Networking, Outsourcing, PMO, Budgets, Business Process..., Change Management, Cloud Computing, Coaching, Cross-functional Team..., Customer Satisfaction, Data Center, Disaster Recovery, Enterprise Architecture, IT Management, IT Service Management, IT Strategy, Leadership, PMP, Product Management, Project Portfolio..., Requirements Analysis, Security, Software Project..., Strategy, CRM, Infrastructure, Enterprise Software, IT Operations, Professional Services, Storage, SaaS, Business Intelligence, Service Delivery, Business Continuity, Team Leadership, IT Solutions
Education
Bentley University 1983 — 1987
Bachelors, Computer Informations Systems & Managment
Berkshire School 1983 — 1983
Lia Iwankiw, PMP Lia Iwankiw, PMP's Fidelity Investments Experience 2006 - December 2011
Job Project Manager Professional at Fidelity Investments
Industry Financial Services
Experience
Veritude September 2012 - Present
Fidelity Investments 2006 - December 2011
Fidelity Investments 2005 - 2006
Fidelity Investments 2003 - 2005
Veritude April 2002 - 2003
The Hanover Insurance Group (formerly Allmerica Financial) 1999 - 2001
Allmerica Financial 1996 - 1999
Allmerica Finacial 1993 - 1996
Allmerica Financial 1992 - 1993
Skills
Team Leadership, Problem Solving, Systems Analysis, Programming, SharePoint, Microsoft Office, Project Management, Requirements Gathering, Sybase, Business Analysis, PMP, Six Sigma, PMO, Visio, SDLC, Business Process..., Databases, Business Requirements, Software Project..., Access, Analysis, Software Development, Management
Education
Bentley College
Defined Benefits Pension Basics
Business Skills Training
Nichols College
BS Business Administration, Management Information Systems
Technical Training
Veritude September 2012 - Present
Fidelity Investments 2006 - December 2011
Fidelity Investments 2005 - 2006
Fidelity Investments 2003 - 2005
Veritude April 2002 - 2003
The Hanover Insurance Group (formerly Allmerica Financial) 1999 - 2001
Allmerica Financial 1996 - 1999
Allmerica Finacial 1993 - 1996
Allmerica Financial 1992 - 1993
Skills
Team Leadership, Problem Solving, Systems Analysis, Programming, SharePoint, Microsoft Office, Project Management, Requirements Gathering, Sybase, Business Analysis, PMP, Six Sigma, PMO, Visio, SDLC, Business Process..., Databases, Business Requirements, Software Project..., Access, Analysis, Software Development, Management
Education
Bentley College
Defined Benefits Pension Basics
Business Skills Training
Nichols College
BS Business Administration, Management Information Systems
Technical Training
Farris Jaber Farris Jaber's Fidelity Investments Experience September 2010 - August 2011
Job {Solution Architecture, Innovation}
Industry Management Consulting
Experience
Archetype February 2015 - Present
Archetype June 2014 - February 2015
Archetype Consulting March 2013 - June 2014
Archetype Consulting July 2012 - March 2013
Archetype Consulting August 2011 - July 2012
Fidelity Investments September 2010 - August 2011
Commonwealth Financial Network August 2009 - January 2010
Commonwealth Financial Network May 2008 - August 2008
Commonwealth Financial Network January 2008 - May 2008
Commonwealth Financial Network January 2006 - September 2007
Skills
Data Warehousing, Spotfire, Business Objects, Business Intelligence, Financial Reporting, SQL Server, SQL, Hyperion, QlikView, Change Management, Process Improvement, Integrated Planning, ETL, Analysis, Databases, Essbase, Hyperion Enterprise, Microsoft SQL Server, Management
Education
Bentley University 2006 — 2010
B.S., Economics-Finance - Minor: Mathematics
WU (Vienna University of Economics and Business) 2009 — 2009
Int'l Economics, Int'l Finance, German
Archetype February 2015 - Present
Archetype June 2014 - February 2015
Archetype Consulting March 2013 - June 2014
Archetype Consulting July 2012 - March 2013
Archetype Consulting August 2011 - July 2012
Fidelity Investments September 2010 - August 2011
Commonwealth Financial Network August 2009 - January 2010
Commonwealth Financial Network May 2008 - August 2008
Commonwealth Financial Network January 2008 - May 2008
Commonwealth Financial Network January 2006 - September 2007
Skills
Data Warehousing, Spotfire, Business Objects, Business Intelligence, Financial Reporting, SQL Server, SQL, Hyperion, QlikView, Change Management, Process Improvement, Integrated Planning, ETL, Analysis, Databases, Essbase, Hyperion Enterprise, Microsoft SQL Server, Management
Education
Bentley University 2006 — 2010
B.S., Economics-Finance - Minor: Mathematics
WU (Vienna University of Economics and Business) 2009 — 2009
Int'l Economics, Int'l Finance, German
Heather Del Vicario Heather Del Vicario's Fidelity Investments Experience July 2012 - Present
Job Manager, Global Fixed Income Trade Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments November 2010 - July 2012
Fidelity Investments September 2007 - November 2010
Fidelity Investments October 2006 - September 2007
Fidelity Investments June 2005 - October 2006
Skills
Excel, Word, Access, Process Improvement, Fixed Income, Payroll Tax Compliance, Securities, Microsoft Excel, Finance, Management, Bonds, Equities, Financial Analysis, Bloomberg
Education
Southern New Hampshire University 2008 — 2013
Master of Science (M.S.), Finance, General
Southern New Hampshire University 2006 — 2008
Master's, Business Administration
Bentley University 2001 — 2005
Bachelor's, Economics - Finance
Fidelity Investments July 2012 - Present
Fidelity Investments November 2010 - July 2012
Fidelity Investments September 2007 - November 2010
Fidelity Investments October 2006 - September 2007
Fidelity Investments June 2005 - October 2006
Skills
Excel, Word, Access, Process Improvement, Fixed Income, Payroll Tax Compliance, Securities, Microsoft Excel, Finance, Management, Bonds, Equities, Financial Analysis, Bloomberg
Education
Southern New Hampshire University 2008 — 2013
Master of Science (M.S.), Finance, General
Southern New Hampshire University 2006 — 2008
Master's, Business Administration
Bentley University 2001 — 2005
Bachelor's, Economics - Finance
Karen McLaughlin's Fidelity Investments Experience May 1998 - December 2007
Job Analyst at Choicelinx
Industry Financial Services
Experience
State of New Hampshire June 2015 - Present
Choicelinx January 2013 - June 2015
TASC, Inc. June 2011 - January 2013
PMTWorks, LLC January 2011 - March 2011
UnitedHealth Group November 2009 - January 2011
Fidelity Investments May 1998 - December 2007
Skills
Oracle HRMS, ADP Payroll, Merlin, Brio, SQL, Access, SmartTime, Lotus Notes, Excel, Powerpoint, Word, Outlook, XTRAC, IDM Find, Taleo, Deltek, Costpoint, CRM
Education
Bentley University 1989 — 1993
BS, Management
Londonderry High School 1985 — 1989
Diploma, College Prep
State of New Hampshire June 2015 - Present
Choicelinx January 2013 - June 2015
TASC, Inc. June 2011 - January 2013
PMTWorks, LLC January 2011 - March 2011
UnitedHealth Group November 2009 - January 2011
Fidelity Investments May 1998 - December 2007
Skills
Oracle HRMS, ADP Payroll, Merlin, Brio, SQL, Access, SmartTime, Lotus Notes, Excel, Powerpoint, Word, Outlook, XTRAC, IDM Find, Taleo, Deltek, Costpoint, CRM
Education
Bentley University 1989 — 1993
BS, Management
Londonderry High School 1985 — 1989
Diploma, College Prep
Jayne Swart Jayne Swart's Fidelity Investments Experience September 1989 - May 1994
Job
Industry Higher Education
Experience
Affirmative Investments, Inc. July 2014 - Present
Middlesex Community College February 2006 - June 2014
Wellington Management Company June 1994 - March 2000
Fidelity Investments September 1989 - May 1994
Skills
Financial Analysis, Financial Services, Leadership, Budgets, Financial Reporting, Federal Grant Management, Fiscally Responsible, Building Relationships, Sales, Management, Trading, Bonds, Business Analysis, Access, Equities, Risk Management, Analysis, Program Management, Higher Education
Education
Bentley College
Master of Business Administration (M.B.A.), Finance, General
Regis College
Bachelor of Arts (B.A.), Management
Affirmative Investments, Inc. July 2014 - Present
Middlesex Community College February 2006 - June 2014
Wellington Management Company June 1994 - March 2000
Fidelity Investments September 1989 - May 1994
Skills
Financial Analysis, Financial Services, Leadership, Budgets, Financial Reporting, Federal Grant Management, Fiscally Responsible, Building Relationships, Sales, Management, Trading, Bonds, Business Analysis, Access, Equities, Risk Management, Analysis, Program Management, Higher Education
Education
Bentley College
Master of Business Administration (M.B.A.), Finance, General
Regis College
Bachelor of Arts (B.A.), Management
Jeni Dymek's Fidelity Investments Experience December 2005 - July 2008
Job Senior Analyst, Sales and Marketing at Bit9+Carbon Black
Industry Computer & Network Security
Experience
Bit9 + Carbon Black September 2012 - Present
Syneron - Candela Corporation August 2011 - August 2012
Boston Scientific July 2008 - August 2011
Fidelity Investments December 2005 - July 2008
Merrill Lynch March 2005 - December 2005
SVB Financial Group October 2000 - March 2005
Skills
Financial Analysis, Financial Modeling, Finance, Strategic Financial..., Cross-functional Team..., Forecasting, Strategic Planning, Investments, Process Improvement, Competitive Analysis, Portfolio Management, Essbase, Building Relationships, Analytics, Salesforce.com, Business Planning, Business Intelligence, Business Process..., Business Strategy, Organizational..., Competitive Strategies, Sales Compensation, Global Management, Global Operations, Global Strategy, Venture Capital, Private Equity, Strategy, Management, Leadership, Analysis, Sales Operations, Executive Management, Project Management
Education
Bentley University 2003 — 2007
MBA
Boston College 1995 — 1999
BS
Lexington High School 1991 — 1995
Diploma
Bit9 + Carbon Black September 2012 - Present
Syneron - Candela Corporation August 2011 - August 2012
Boston Scientific July 2008 - August 2011
Fidelity Investments December 2005 - July 2008
Merrill Lynch March 2005 - December 2005
SVB Financial Group October 2000 - March 2005
Skills
Financial Analysis, Financial Modeling, Finance, Strategic Financial..., Cross-functional Team..., Forecasting, Strategic Planning, Investments, Process Improvement, Competitive Analysis, Portfolio Management, Essbase, Building Relationships, Analytics, Salesforce.com, Business Planning, Business Intelligence, Business Process..., Business Strategy, Organizational..., Competitive Strategies, Sales Compensation, Global Management, Global Operations, Global Strategy, Venture Capital, Private Equity, Strategy, Management, Leadership, Analysis, Sales Operations, Executive Management, Project Management
Education
Bentley University 2003 — 2007
MBA
Boston College 1995 — 1999
BS
Lexington High School 1991 — 1995
Diploma
Heather Hersey's Fidelity Investments Experience May 2007 - July 2013
Job Wealth Planning and Investment Consultant, Private Client Account Executive, Relationship Management
Industry Financial Services
Experience
Citizens Financial Group, Inc. May 2015 - Present
TD Ameritrade September 2014 - January 2015
Fidelity Investments May 2007 - July 2013
Fidelity Investments May 1998 - October 2002
Merrill Lynch October 1996 - May 1998
Skills
Lifestyle, Microsoft Office, Wellness, Customer Service, Public Speaking, Healthcare, Stress, Pain Management, Fitness, Relaxation, Healing, Treatment, Coaching, Personal Development, Wellness Coaching, Sales, Social Media, Teaching, Management
Education
Bentley University 1998 — 2008
Bachelor of Science (BS), Business/Managerial Economics
Spa Tech Institute-Ipswich 2002 — 2004
Board Certified Polarity Practitioner, Licensed Massage Therapist, Foods, Nutrition, and Wellness Studies, General
Citizens Financial Group, Inc. May 2015 - Present
TD Ameritrade September 2014 - January 2015
Fidelity Investments May 2007 - July 2013
Fidelity Investments May 1998 - October 2002
Merrill Lynch October 1996 - May 1998
Skills
Lifestyle, Microsoft Office, Wellness, Customer Service, Public Speaking, Healthcare, Stress, Pain Management, Fitness, Relaxation, Healing, Treatment, Coaching, Personal Development, Wellness Coaching, Sales, Social Media, Teaching, Management
Education
Bentley University 1998 — 2008
Bachelor of Science (BS), Business/Managerial Economics
Spa Tech Institute-Ipswich 2002 — 2004
Board Certified Polarity Practitioner, Licensed Massage Therapist, Foods, Nutrition, and Wellness Studies, General
Kimberly Dowd Kimberly Dowd's Fidelity Investments Experience January 2013 - September 2014
Job Senior Experience Researcher at Mad*Pow
Industry Marketing and Advertising
Experience
Mad*Pow January 2015 - Present
Boston Bruins December 2012 - Present
Mad*Pow September 2014 - December 2014
Fidelity Investments January 2013 - September 2014
Boston Bruins August 2012 - December 2012
Lionbridge May 2012 - October 2012
Sevilla Fútbol Club January 2012 - June 2012
Apple June 2010 - January 2012
Bentley University January 2010 - April 2010
Brookstone June 2008 - July 2009
Skills
User Experience, Usability Testing, user experience research, User-centered Design, Public Relations, Press Releases, Spanish, Photoshop, Blogging, iWork, Marketing, Mac OS, Illustrator, Team Building, OS X, User Experience Design, Email Marketing, Social Media, InDesign, Social Media Marketing, iLife, Usability
Education
Bentley University 2013 — 2015
Master of Science (MS), Human Factors in InformationDesign
Bentley University 2009 — 2013
Bachelor of Science, Information Design & Corporate Communication & Liberal Studies; Global Perspectives
Universidad de Sevilla 2011 — 2012
Universidad Pablo de Olavide 2011 — 2011
CIIE International Business and Culture Program, Fall 2011
Mad*Pow January 2015 - Present
Boston Bruins December 2012 - Present
Mad*Pow September 2014 - December 2014
Fidelity Investments January 2013 - September 2014
Boston Bruins August 2012 - December 2012
Lionbridge May 2012 - October 2012
Sevilla Fútbol Club January 2012 - June 2012
Apple June 2010 - January 2012
Bentley University January 2010 - April 2010
Brookstone June 2008 - July 2009
Skills
User Experience, Usability Testing, user experience research, User-centered Design, Public Relations, Press Releases, Spanish, Photoshop, Blogging, iWork, Marketing, Mac OS, Illustrator, Team Building, OS X, User Experience Design, Email Marketing, Social Media, InDesign, Social Media Marketing, iLife, Usability
Education
Bentley University 2013 — 2015
Master of Science (MS), Human Factors in InformationDesign
Bentley University 2009 — 2013
Bachelor of Science, Information Design & Corporate Communication & Liberal Studies; Global Perspectives
Universidad de Sevilla 2011 — 2012
Universidad Pablo de Olavide 2011 — 2011
CIIE International Business and Culture Program, Fall 2011
Girish Manghani's Fidelity Investments Experience June 2005 - May 2013
Job Senior Project Manager, Mobile Design and Development. Agile Lead.
Industry Information Technology and Services
Experience
Harvard Business Publishing June 2013 - February 2014
Fidelity Investments June 2005 - May 2013
iGATE Global Solutions September 2000 - May 2013
GE Money September 2000 - June 2005
Skills
Agile Methodologies, Scrum, Software Project..., Business Analysis, Requirements Analysis, Requirements Gathering, Systems Analysis, Agile Project Management, User Experience, Mobile Product..., Pre-sales, UML, Product Development, Solution Architecture, .NET, Vendor Management, Agile
Education
Bentley University 2013 — 2015
Master’s Degree, Human Factors in Information Design
University of Mumbai 1996 — 2000
Bachelor of Engineering, Computer Science, First Class with Honors
National Institute of Information Technology 1998 — 2000
Diploma in Network Centered Computing, Information Technology, A+
Harvard Business Publishing June 2013 - February 2014
Fidelity Investments June 2005 - May 2013
iGATE Global Solutions September 2000 - May 2013
GE Money September 2000 - June 2005
Skills
Agile Methodologies, Scrum, Software Project..., Business Analysis, Requirements Analysis, Requirements Gathering, Systems Analysis, Agile Project Management, User Experience, Mobile Product..., Pre-sales, UML, Product Development, Solution Architecture, .NET, Vendor Management, Agile
Education
Bentley University 2013 — 2015
Master’s Degree, Human Factors in Information Design
University of Mumbai 1996 — 2000
Bachelor of Engineering, Computer Science, First Class with Honors
National Institute of Information Technology 1998 — 2000
Diploma in Network Centered Computing, Information Technology, A+
George Karageorgos, MBA, MPH's Fidelity Investments Experience August 1997 - July 2002
Job Sales Director at NaviNet
Industry Information Technology and Services
Experience
NaviNet January 2015 - Present
Teradata July 2012 - Present
Roche Diagnostics February 2008 - April 2012
sanofi-aventis January 2004 - January 2008
Forest Laboratories July 2002 - December 2004
Fidelity Investments August 1997 - July 2002
Greece Basketball June 1994 - May 1997
Skills
Excel, Microsoft Office, Minitab, Consultative Selling, New Business Development, Solution Selling, Managed Care, Hospitals, Selling, CRM, B2B, Customer Retention, Diabetes, Cardiology, Leadership, Marketing, Medical Devices, Microsoft Excel, Enterprise Software, Negotiation, Product Launch, Sales, Recruiting, Sales Effectiveness, Sales Operations, Sales Process, Account Management, Healthcare, Direct Sales, Product Development
Education
University of Massachusetts, Amherst 2009 — 2011
MPH, Public Health Care
Johnson and Wales University 2005 — 2007
MBA, Organizational Leadership
Bentley University 1990 — 1994
BS, Marketing
NaviNet January 2015 - Present
Teradata July 2012 - Present
Roche Diagnostics February 2008 - April 2012
sanofi-aventis January 2004 - January 2008
Forest Laboratories July 2002 - December 2004
Fidelity Investments August 1997 - July 2002
Greece Basketball June 1994 - May 1997
Skills
Excel, Microsoft Office, Minitab, Consultative Selling, New Business Development, Solution Selling, Managed Care, Hospitals, Selling, CRM, B2B, Customer Retention, Diabetes, Cardiology, Leadership, Marketing, Medical Devices, Microsoft Excel, Enterprise Software, Negotiation, Product Launch, Sales, Recruiting, Sales Effectiveness, Sales Operations, Sales Process, Account Management, Healthcare, Direct Sales, Product Development
Education
University of Massachusetts, Amherst 2009 — 2011
MPH, Public Health Care
Johnson and Wales University 2005 — 2007
MBA, Organizational Leadership
Bentley University 1990 — 1994
BS, Marketing
Jinwen (Janice) Li's Fidelity Investments Experience June 2014 - November 2014
Job Research Analyst at IDC
Industry Market Research
Experience
IDC January 2015 - Present
Fidelity Investments June 2014 - November 2014
IDC June 2013 - August 2013
HSBC (China) Bank May 2012 - June 2012
Horizon-China Market Research Co., LTD September 2011 - December 2011
Skills
SPSS, JMP, Marketing Research, Microsoft Office, SQL, SAS, Market Research, Analytics, Business Modeling, Multivariate Analysis, Knime, Database Design, time series data...
Education
Bentley University 2012 — 2014
Master of Science (MS), marketing analytics, 3.81
South China Agricultural University 2008 — 2012
Bachelor of Business Administration (BBA), Marketing, 3.81
IDC January 2015 - Present
Fidelity Investments June 2014 - November 2014
IDC June 2013 - August 2013
HSBC (China) Bank May 2012 - June 2012
Horizon-China Market Research Co., LTD September 2011 - December 2011
Skills
SPSS, JMP, Marketing Research, Microsoft Office, SQL, SAS, Market Research, Analytics, Business Modeling, Multivariate Analysis, Knime, Database Design, time series data...
Education
Bentley University 2012 — 2014
Master of Science (MS), marketing analytics, 3.81
South China Agricultural University 2008 — 2012
Bachelor of Business Administration (BBA), Marketing, 3.81
Jonathan Chung's Fidelity Investments Experience May 2009 - August 2009
Job Business Operations Manager, Foreign Affairs at Council on Foreign Relations
Industry Marketing and Advertising
Experience
Council on Foreign Relations July 2013 - Present
Council on Foreign Relations July 2011 - July 2013
Council on Foreign Relations July 2010 - July 2011
Fidelity Investments May 2009 - August 2009
OpHedge Investment Services May 2008 - August 2008
OpHedge Investment Services May 2007 - August 2007
OpHedge Investment Services May 2006 - December 2006
Skills
Editing, Marketing Communications, Marketing, Advertising, InDesign, Analysis, PowerPoint, Microsoft Excel, Photoshop, Dreamweaver, Management, Adobe Acrobat, HTML, Customer Service, Research, Business Development
Education
Bentley University 2006 — 2010
Bachelor of Science
Council on Foreign Relations July 2013 - Present
Council on Foreign Relations July 2011 - July 2013
Council on Foreign Relations July 2010 - July 2011
Fidelity Investments May 2009 - August 2009
OpHedge Investment Services May 2008 - August 2008
OpHedge Investment Services May 2007 - August 2007
OpHedge Investment Services May 2006 - December 2006
Skills
Editing, Marketing Communications, Marketing, Advertising, InDesign, Analysis, PowerPoint, Microsoft Excel, Photoshop, Dreamweaver, Management, Adobe Acrobat, HTML, Customer Service, Research, Business Development
Education
Bentley University 2006 — 2010
Bachelor of Science
Will MacNally Will MacNally's Fidelity Investments Experience 1993 - 1996
Job Partner, Grove Marketing
Industry Marketing and Advertising
Experience
Grove Marketing 2003 - Present
The VIA Group 2002 - 2003
The Donovan Group 1999 - 2001
Devine & Pearson 1996 - 1999
Digitas 1995 - 1996
Fidelity Investments 1993 - 1996
The Agency at Fidelity 1993 - 1995
Parker & James Communications 1991 - 1992
Interpay 1989 - 1991
Skills
Email Marketing, Marketing Strategy, Web Design, Marketing, SEM, Interactive Marketing, Advertising, Online Advertising, Digital Marketing, Integrated Marketing, Social Media Marketing, Creative Strategy, Web Marketing, Interactive Advertising, Direct Marketing, Digital Strategy, B2B, Brand Development, Direct Mail, Banners, Online Marketing, Creative Direction, Marketing Communications, Corporate Branding, Web Analytics, User Experience, Mobile Marketing, B2B Marketing, Google Analytics, Media Planning
Education
Bentley University 1996 — 1997
Master of Business Administration (M.B.A.), Marketing
University of Maine 1984 — 1988
BBA, Business - Marketing
Wayland Academy 1980 — 1984
High School
Grove Marketing 2003 - Present
The VIA Group 2002 - 2003
The Donovan Group 1999 - 2001
Devine & Pearson 1996 - 1999
Digitas 1995 - 1996
Fidelity Investments 1993 - 1996
The Agency at Fidelity 1993 - 1995
Parker & James Communications 1991 - 1992
Interpay 1989 - 1991
Skills
Email Marketing, Marketing Strategy, Web Design, Marketing, SEM, Interactive Marketing, Advertising, Online Advertising, Digital Marketing, Integrated Marketing, Social Media Marketing, Creative Strategy, Web Marketing, Interactive Advertising, Direct Marketing, Digital Strategy, B2B, Brand Development, Direct Mail, Banners, Online Marketing, Creative Direction, Marketing Communications, Corporate Branding, Web Analytics, User Experience, Mobile Marketing, B2B Marketing, Google Analytics, Media Planning
Education
Bentley University 1996 — 1997
Master of Business Administration (M.B.A.), Marketing
University of Maine 1984 — 1988
BBA, Business - Marketing
Wayland Academy 1980 — 1984
High School
Marina Glekel's Fidelity Investments Experience June 2007 - May 2008
Job Senior Consultant PC at Deloitte Consulting LLP
Industry Financial Services
Experience
Deloitte April 2012 - Present
Cambridge Associates August 2008 - March 2012
Fidelity Investments June 2007 - May 2008
Citizens Bank July 2004 - June 2007
Skills
Corporate Finance, Process Improvement, Analysis, Treasury, Business Analysis, Financial Analysis, Strategic Planning, Financial Reporting, Financial Modeling, Strategic Financial..., Risk Management, Valuation, Due Diligence
Education
Bentley University 2004 — 2008
Bachelor of Science, Finance, Economics, International Studies
Deloitte April 2012 - Present
Cambridge Associates August 2008 - March 2012
Fidelity Investments June 2007 - May 2008
Citizens Bank July 2004 - June 2007
Skills
Corporate Finance, Process Improvement, Analysis, Treasury, Business Analysis, Financial Analysis, Strategic Planning, Financial Reporting, Financial Modeling, Strategic Financial..., Risk Management, Valuation, Due Diligence
Education
Bentley University 2004 — 2008
Bachelor of Science, Finance, Economics, International Studies
David Weisman David Weisman's Fidelity Investments Experience September 2008 - November 2010
Job Director, LMS Academy at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance September 2013 - Present
Bentley University August 2011 - Present
InnoCentive July 2011 - September 2013
Babson College June 2011 - September 2011
Fidelity Investments September 2008 - November 2010
Fidelity Investments April 2007 - August 2008
Curves Framingham July 2006 - August 2007
Bergen Business Research February 2005 - October 2006
AMR Research August 2003 - February 2005
Forrester Research 1995 - 2002
Skills
Strategy, Business Strategy, Start-ups, Product Management, Leadership, CRM, Entrepreneurship, Strategic Planning, Consulting, Marketing Strategy, Management, Change Management, Process Improvement, Product Marketing, Go-to-market Strategy, Product Development, Program Management, Analysis, Enterprise Software, Public Speaking, Training, Open Innovation, Financial Services, Thought Leadership, Marketing, Business Development, Strategy Development, Competitive Analysis, Market Research, Sales, Executive Management, Design Thinking, Lean Manufacturing, Visionary, Research, Internet Strategy, Entrepreneur, Lean Management, Lean Thinking, Lean Transformation, Lean Operations
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Marketing
University of Connecticut 1981 — 1985
BSBA, Marketing
Bentley University
Guest Lecturer
Liberty Mutual Insurance September 2013 - Present
Bentley University August 2011 - Present
InnoCentive July 2011 - September 2013
Babson College June 2011 - September 2011
Fidelity Investments September 2008 - November 2010
Fidelity Investments April 2007 - August 2008
Curves Framingham July 2006 - August 2007
Bergen Business Research February 2005 - October 2006
AMR Research August 2003 - February 2005
Forrester Research 1995 - 2002
Skills
Strategy, Business Strategy, Start-ups, Product Management, Leadership, CRM, Entrepreneurship, Strategic Planning, Consulting, Marketing Strategy, Management, Change Management, Process Improvement, Product Marketing, Go-to-market Strategy, Product Development, Program Management, Analysis, Enterprise Software, Public Speaking, Training, Open Innovation, Financial Services, Thought Leadership, Marketing, Business Development, Strategy Development, Competitive Analysis, Market Research, Sales, Executive Management, Design Thinking, Lean Manufacturing, Visionary, Research, Internet Strategy, Entrepreneur, Lean Management, Lean Thinking, Lean Transformation, Lean Operations
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Marketing
University of Connecticut 1981 — 1985
BSBA, Marketing
Bentley University
Guest Lecturer
Jonathan Bloom, CFP®'s Fidelity Investments Experience July 2006 - March 2008
Job Vice President, Financial Advisor at Santander Investments
Industry Financial Services
Experience
Santander Investments October 2013 - Present
Bank of America Merrill Lynch May 2012 - September 2013
Asset Strategy Consultants- Boston October 2011 - May 2012
Asset Strategy Consultants - Boston March 2008 - September 2011
Fidelity Investments July 2006 - March 2008
Charles River Financial Group May 2004 - May 2006
Independence Investments November 2001 - January 2003
Education
Bentley University 2002 — 2006
BS, Finance
NYU 2009 — 2011
Certificate, Certificate in Financial Planning
Santander Investments October 2013 - Present
Bank of America Merrill Lynch May 2012 - September 2013
Asset Strategy Consultants- Boston October 2011 - May 2012
Asset Strategy Consultants - Boston March 2008 - September 2011
Fidelity Investments July 2006 - March 2008
Charles River Financial Group May 2004 - May 2006
Independence Investments November 2001 - January 2003
Education
Bentley University 2002 — 2006
BS, Finance
NYU 2009 — 2011
Certificate, Certificate in Financial Planning
Daniel Bower's Fidelity Investments Experience July 2006 - August 2011
Job Software QA Engineer at Kronos
Industry Financial Services
Experience
Kronos August 2011 - Present
Fidelity Investments July 2006 - August 2011
Fidelity Investments May 2005 - July 2006
Bentley College August 2002 - February 2006
Transparent Language January 2000 - May 2005
Skills
Testing, Software Quality..., JIRA, Mobile Testing, Quality Assurance, Regression Testing, SharePoint, Troubleshooting, Manual Testing, Agile Methodologies, HTML, Agile Project Management, SQL, Java, Windows, Release Management, Android, Quality Center, Software Documentation, Test Automation, Scrum, Waterfall, Risk Based Testing, JavaScript, Browsers, Metrics, Technical Documentation, iOS, DevTrack, Testing Practices, SDLC, Virtualization, Microsoft Office, Computer Repair, HP Quality Center
Education
Bentley University 2002 — 2006
Bachelor of Science (B.S.), Computer Information Systems, Information Design and Corporate Communications
Kronos August 2011 - Present
Fidelity Investments July 2006 - August 2011
Fidelity Investments May 2005 - July 2006
Bentley College August 2002 - February 2006
Transparent Language January 2000 - May 2005
Skills
Testing, Software Quality..., JIRA, Mobile Testing, Quality Assurance, Regression Testing, SharePoint, Troubleshooting, Manual Testing, Agile Methodologies, HTML, Agile Project Management, SQL, Java, Windows, Release Management, Android, Quality Center, Software Documentation, Test Automation, Scrum, Waterfall, Risk Based Testing, JavaScript, Browsers, Metrics, Technical Documentation, iOS, DevTrack, Testing Practices, SDLC, Virtualization, Microsoft Office, Computer Repair, HP Quality Center
Education
Bentley University 2002 — 2006
Bachelor of Science (B.S.), Computer Information Systems, Information Design and Corporate Communications
Matt Border, MBA's Fidelity Investments Experience October 2013 - February 2015
Job Business Support Associate at The Baupost Group
Industry Financial Services
Experience
The Baupost Group March 2015 - Present
Fidelity Investments October 2013 - February 2015
Fidelity Investments July 2013 - October 2013
Fidelity Investments April 2011 - July 2013
Fidelity Investments July 2009 - April 2011
Sonus Networks October 2007 - March 2009
Capstone Partners LLC September 2008 - November 2008
Champlain Cable Corporation May 2007 - August 2007
Skills
RTC, UML, Agile & Waterfall..., Requirements Gathering, Requirements Analysis, SQL, Documentation, SDLC, Visio, Quality Center, SharePoint, Systems Analysis, SoapUI
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2013
MBA, Information Technology
Bentley University 2005 — 2009
Bachelors, Economics-Finance
The Baupost Group March 2015 - Present
Fidelity Investments October 2013 - February 2015
Fidelity Investments July 2013 - October 2013
Fidelity Investments April 2011 - July 2013
Fidelity Investments July 2009 - April 2011
Sonus Networks October 2007 - March 2009
Capstone Partners LLC September 2008 - November 2008
Champlain Cable Corporation May 2007 - August 2007
Skills
RTC, UML, Agile & Waterfall..., Requirements Gathering, Requirements Analysis, SQL, Documentation, SDLC, Visio, Quality Center, SharePoint, Systems Analysis, SoapUI
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2013
MBA, Information Technology
Bentley University 2005 — 2009
Bachelors, Economics-Finance
Jamie Boynton's Fidelity Investments Experience May 2007 - Present
Job Director, Plan Sponsor Marketing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2007 - Present
Fidelity Investments December 2005 - May 2007
Fidelity Investments May 2004 - November 2005
Fidelity Investments May 2001 - May 2004
Fidelity Investments March 2000 - April 2001
Fidelity Investments September 1998 - March 2000
Fidelity Investments January 1998 - September 1998
JWG Associates February 1996 - January 1998
JWG Associates September 1995 - January 1998
JWG Associates January 1995 - August 1995
Education
Bentley University 1989 — 1993
BS, Marketing
Fidelity Investments May 2007 - Present
Fidelity Investments December 2005 - May 2007
Fidelity Investments May 2004 - November 2005
Fidelity Investments May 2001 - May 2004
Fidelity Investments March 2000 - April 2001
Fidelity Investments September 1998 - March 2000
Fidelity Investments January 1998 - September 1998
JWG Associates February 1996 - January 1998
JWG Associates September 1995 - January 1998
JWG Associates January 1995 - August 1995
Education
Bentley University 1989 — 1993
BS, Marketing
Eric Shui's Fidelity Investments Experience December 2003 - February 2004
Job Senior Programmer Analyst at Fresenius Medical Care
Industry Information Technology and Services
Experience
Fresenius Medical Care October 2011 - December 2013
Commonwealth of Massachusetts August 2011 - September 2011
Brown Brothers Harriman May 2008 - March 2010
State Street Corporation January 2006 - May 2008
Tufts University September 2005 - November 2005
Valid8.com November 2004 - May 2005
Fujitsu Consulting September 2004 - October 2004
Fidelity Investments December 2003 - February 2004
American Student Assistance June 2003 - November 2003
John Hancock Financial Services October 1999 - July 2002
Skills
SDLC, Requirements Analysis, SQL, Unix, Project Management, Business Analysis, Microsoft Office, Visio, Integration, Software Project..., Analysis, Business Process, Microsoft SQL Server, Quality Center, Process Improvement, Systems Analysis, BMC Remedy, Technical Documentation, MS Project, Confluence, Production Support, Lotus Notes, System Deployment, Software Implementation, CMM, Oracle SQL, ClearQuest, Relational Databases, Sybase, Jasper Reports, Management, Databases
Education
University of Massachusetts Boston 2008 — 2008
Practical Project Management Certificate
Suffolk University - Sawyer Business School 2007 — 2007
MAPS Program
Boston University 2002 — 2002
Certificate, Oracle and Microsoft Solutions Developer
Bentley University 1993 — 1997
Bachelor of Science, Computer Information Systems
Merrimack College
Fresenius Medical Care October 2011 - December 2013
Commonwealth of Massachusetts August 2011 - September 2011
Brown Brothers Harriman May 2008 - March 2010
State Street Corporation January 2006 - May 2008
Tufts University September 2005 - November 2005
Valid8.com November 2004 - May 2005
Fujitsu Consulting September 2004 - October 2004
Fidelity Investments December 2003 - February 2004
American Student Assistance June 2003 - November 2003
John Hancock Financial Services October 1999 - July 2002
Skills
SDLC, Requirements Analysis, SQL, Unix, Project Management, Business Analysis, Microsoft Office, Visio, Integration, Software Project..., Analysis, Business Process, Microsoft SQL Server, Quality Center, Process Improvement, Systems Analysis, BMC Remedy, Technical Documentation, MS Project, Confluence, Production Support, Lotus Notes, System Deployment, Software Implementation, CMM, Oracle SQL, ClearQuest, Relational Databases, Sybase, Jasper Reports, Management, Databases
Education
University of Massachusetts Boston 2008 — 2008
Practical Project Management Certificate
Suffolk University - Sawyer Business School 2007 — 2007
MAPS Program
Boston University 2002 — 2002
Certificate, Oracle and Microsoft Solutions Developer
Bentley University 1993 — 1997
Bachelor of Science, Computer Information Systems
Merrimack College
Euell DeJesus's Fidelity Investments Experience June 2005 - Present
Job FMRCo Fixed Income Division at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2005 - Present
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2009
MBA, Finance
Bentley University 1993 — 1997
BS, Finance
Woburn High School 1989 — 1993
Fidelity Investments June 2005 - Present
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2009
MBA, Finance
Bentley University 1993 — 1997
BS, Finance
Woburn High School 1989 — 1993
Donna A. Jean's Fidelity Investments Experience March 2007 - March 2010
Job Owner at Donna's Candy Company
Industry Information Technology and Services
Experience
Harte-Hanks June 2010 - July 2011
Fidelity Investments March 2007 - March 2010
ClickSquared, Inc. July 2003 - December 2006
Yesmail June 2001 - April 2002
Marketing Information and Technology, Inc, April 2000 - April 2001
Harte-Hanks Data Technologies March 1999 - April 2000
Harte-Hanks Data Technologies March 1996 - March 1999
Skills
Email Marketing, Database Marketing, Direct Marketing, CRM, Online Advertising, Multi-channel Marketing, Marketing, Project Management, B2B, Management, Segmentation, Databases, Leadership, Digital Marketing, Analysis, Analytics, Strategy, Project Planning, E-commerce, Marketing Strategy
Education
Boston University 1998 — 1998
None
Bentley University 1992 — 1995
Bachelor of Science
Harte-Hanks June 2010 - July 2011
Fidelity Investments March 2007 - March 2010
ClickSquared, Inc. July 2003 - December 2006
Yesmail June 2001 - April 2002
Marketing Information and Technology, Inc, April 2000 - April 2001
Harte-Hanks Data Technologies March 1999 - April 2000
Harte-Hanks Data Technologies March 1996 - March 1999
Skills
Email Marketing, Database Marketing, Direct Marketing, CRM, Online Advertising, Multi-channel Marketing, Marketing, Project Management, B2B, Management, Segmentation, Databases, Leadership, Digital Marketing, Analysis, Analytics, Strategy, Project Planning, E-commerce, Marketing Strategy
Education
Boston University 1998 — 1998
None
Bentley University 1992 — 1995
Bachelor of Science
Edward Cheung's Fidelity Investments Experience August 2009 - June 2011
Job Systems Engineer at Geode Capital Management
Industry Information Technology and Services
Experience
Geode Capital Management June 2011 - Present
Fidelity Investments August 2009 - June 2011
Fidelity Investments May 2007 - August 2009
Fidelity Investments October 2000 - May 2007
Fidelity Investments May 1999 - October 2000
Digital Equipment Corporation May 1998 - August 1998
Choices – Accord Form Software May 1997 - August 1997
Skills
Data Center, Troubleshooting, Telecommunications, SDLC, Vendor Management, Virtualization, Servers, VoIP, IT Operations, Project Management, PMP, Program Management, Testing, Disaster Recovery, Windows, Information Technology, Management, Software Installation
Education
Suffolk University 2007 — 2013
BSBA, Major - Information System, Minor - Finance, 3.829/4.0
Quincy College 2007 — 2007
Computer Learning Center Inc 1988 — 1999
Certificate, Computer System Technology
Bentley University 1996 — 1998
Accounting
Geode Capital Management June 2011 - Present
Fidelity Investments August 2009 - June 2011
Fidelity Investments May 2007 - August 2009
Fidelity Investments October 2000 - May 2007
Fidelity Investments May 1999 - October 2000
Digital Equipment Corporation May 1998 - August 1998
Choices – Accord Form Software May 1997 - August 1997
Skills
Data Center, Troubleshooting, Telecommunications, SDLC, Vendor Management, Virtualization, Servers, VoIP, IT Operations, Project Management, PMP, Program Management, Testing, Disaster Recovery, Windows, Information Technology, Management, Software Installation
Education
Suffolk University 2007 — 2013
BSBA, Major - Information System, Minor - Finance, 3.829/4.0
Quincy College 2007 — 2007
Computer Learning Center Inc 1988 — 1999
Certificate, Computer System Technology
Bentley University 1996 — 1998
Accounting
Marcia Mobilia's Fidelity Investments Experience March 2001 - December 2008
Job Project Manager at Conservation Services Group
Industry Renewables & Environment
Experience
Conservation Services Group October 2009 - October 2011
Pinpoint Systems Corporation January 2009 - May 2009
Fidelity Investments March 2001 - December 2008
Art Plus Technology February 1996 - March 2001
Mobilia Associates October 1989 - March 2001
Education
Bentley University
Computer Sciences
Harvard University Extension Program
English Literature
Project Management Institute
PMP
Conservation Services Group October 2009 - October 2011
Pinpoint Systems Corporation January 2009 - May 2009
Fidelity Investments March 2001 - December 2008
Art Plus Technology February 1996 - March 2001
Mobilia Associates October 1989 - March 2001
Education
Bentley University
Computer Sciences
Harvard University Extension Program
English Literature
Project Management Institute
PMP
Dana Duncan's Fidelity Investments Experience September 2005 - September 2010
Job Selfmotivated Entrepreneur and Idea Guy who Makes Stuff Happen
Industry Information Technology and Services
Experience
Fidelity Investments September 2005 - September 2010
Skills
SQL, XML
Education
Graduate Training Program with Fidelity Investments 2005 — 2006
Post Graduate Diploma - HETAC Level 9 (Masters), in Science, Computing (elective in Systems Analysis)
Bentley University 2001 — 2005
Fidelity Investments September 2005 - September 2010
Skills
SQL, XML
Education
Graduate Training Program with Fidelity Investments 2005 — 2006
Post Graduate Diploma - HETAC Level 9 (Masters), in Science, Computing (elective in Systems Analysis)
Bentley University 2001 — 2005
Donald Della Valle Jr's Fidelity Investments Experience 2010 - Present
Job Accounting Manager Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2010 - Present
Bank of New York Mellon April 2006 - January 2009
Oechsle International Advisors December 1999 - April 2006
Scudder Kemper Investments July 1997 - November 1999
Scudder, Stevens, & Clark February 1996 - June 1997
Scudder, Stevens, & Clark August 1994 - January 1996
State Street Bank November 1992 - July 1994
Skills
Investments, Fixed Income, Equities, Management, Mutual Funds, Securities, Financial Analysis, Accounting, Financial Services, Portfolio Management, Banking, Fund Accounting, Derivatives, Auditing, Business Analysis
Education
Bentley University 1988 — 1992
Central Catholic 1984 — 1988
Fidelity Investments 2010 - Present
Bank of New York Mellon April 2006 - January 2009
Oechsle International Advisors December 1999 - April 2006
Scudder Kemper Investments July 1997 - November 1999
Scudder, Stevens, & Clark February 1996 - June 1997
Scudder, Stevens, & Clark August 1994 - January 1996
State Street Bank November 1992 - July 1994
Skills
Investments, Fixed Income, Equities, Management, Mutual Funds, Securities, Financial Analysis, Accounting, Financial Services, Portfolio Management, Banking, Fund Accounting, Derivatives, Auditing, Business Analysis
Education
Bentley University 1988 — 1992
Central Catholic 1984 — 1988
Kevin Gaede's Fidelity Investments Experience May 2005 - December 2007
Job Lead Consultant at Collaborative Consulting
Industry Management Consulting
Experience
Collaborative Consulting March 2015 - Present
Fuld + Company December 2014 - March 2015
State Street April 2008 - May 2014
Fidelity Investments May 2005 - December 2007
Investors Bank & Trust 2002 - May 2005
Deloitte & Touche 1993 - 2002
Skills
Product Management, Product Development, Visionary, Idea Generation, Collaborative Leadership, Cross-functional Team..., Mentoring, Market Requirements..., Product Road Mapping, Business Requirements, Business Writing, Business Analysis, Business Process..., Business Workflows, System Implementations, Coaching, Performance Reviews, Financial Modeling, Management Consulting, Asset Management, Wealth Management, Wireframes, Visio, Private Equity, Financial Services, Project Management
Education
Bentley University 1990 — 1993
BS, Accounting
Collaborative Consulting March 2015 - Present
Fuld + Company December 2014 - March 2015
State Street April 2008 - May 2014
Fidelity Investments May 2005 - December 2007
Investors Bank & Trust 2002 - May 2005
Deloitte & Touche 1993 - 2002
Skills
Product Management, Product Development, Visionary, Idea Generation, Collaborative Leadership, Cross-functional Team..., Mentoring, Market Requirements..., Product Road Mapping, Business Requirements, Business Writing, Business Analysis, Business Process..., Business Workflows, System Implementations, Coaching, Performance Reviews, Financial Modeling, Management Consulting, Asset Management, Wealth Management, Wireframes, Visio, Private Equity, Financial Services, Project Management
Education
Bentley University 1990 — 1993
BS, Accounting
Lisa Pacheco's Fidelity Investments Experience February 2002 - August 2009
Job Director, Payroll and Benefit Administration at Shawmut Design and Construction
Industry Construction
Experience
Shawmut Design and Construction March 2015 - Present
Shawmut Design and Construction March 2010 - Present
Keane August 2009 - March 2010
Fidelity Investments February 2002 - August 2009
ADP July 1984 - February 2002
Skills
HRIS, Payroll, Employee Benefits, ADP Payroll, Human Resources, Oracle HR, CMiC, Benefits Administration, Accounting, Training, Team Building, Payroll Taxes, Mergers & Acquisitions, Vendor Management, Process Improvement, Applicant Tracking..., Employee Relations, Microsoft Excel, Deferred Compensation, Access, Change Management, Budgets, Leadership, Performance Management, Accounts Receivable, Recruiting, Software Documentation, Outlook, Talent Acquisition, Management, Onboarding, Analysis, Accounts Payable, General Ledger, SAP, Kronos, Forecasting
Education
Bentley University 1980 — 1984
Bachelor of Science, Marketing/Management
Shawmut Design and Construction March 2015 - Present
Shawmut Design and Construction March 2010 - Present
Keane August 2009 - March 2010
Fidelity Investments February 2002 - August 2009
ADP July 1984 - February 2002
Skills
HRIS, Payroll, Employee Benefits, ADP Payroll, Human Resources, Oracle HR, CMiC, Benefits Administration, Accounting, Training, Team Building, Payroll Taxes, Mergers & Acquisitions, Vendor Management, Process Improvement, Applicant Tracking..., Employee Relations, Microsoft Excel, Deferred Compensation, Access, Change Management, Budgets, Leadership, Performance Management, Accounts Receivable, Recruiting, Software Documentation, Outlook, Talent Acquisition, Management, Onboarding, Analysis, Accounts Payable, General Ledger, SAP, Kronos, Forecasting
Education
Bentley University 1980 — 1984
Bachelor of Science, Marketing/Management
Deborah Lucek's Fidelity Investments Experience 2013 - Present
Job Director of Compensation at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2013 - Present
Rhode Island Hospital July 2010 - January 2013
Fidelity Investments July 1998 - June 2010
Time Warner January 1996 - June 1998
Cambridge Technology Group October 1992 - January 1996
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Variance Analysis, Budgets, Business Planning, Mergers, Operations Management, Analytics, Finance, Internal Controls, Accounting, Process Improvement, Essbase, Analysis, Financial Planning, Cross-functional Team...
Education
Suffolk University 2004 — 2008
Master's, Healthcare Administration
Southern New Hampshire University 1993 — 1996
Master's, MBA
Bentley University 1987 — 1991
Bacheler's, Economics/Finance
Oliver Ames High School
Fidelity Investments 2013 - Present
Rhode Island Hospital July 2010 - January 2013
Fidelity Investments July 1998 - June 2010
Time Warner January 1996 - June 1998
Cambridge Technology Group October 1992 - January 1996
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Variance Analysis, Budgets, Business Planning, Mergers, Operations Management, Analytics, Finance, Internal Controls, Accounting, Process Improvement, Essbase, Analysis, Financial Planning, Cross-functional Team...
Education
Suffolk University 2004 — 2008
Master's, Healthcare Administration
Southern New Hampshire University 1993 — 1996
Master's, MBA
Bentley University 1987 — 1991
Bacheler's, Economics/Finance
Oliver Ames High School
Debra Capua's Fidelity Investments Experience 2005 - 2008
Job Financial Services Regulatory Compliance Professional
Industry Financial Services
Experience
Fidelity Investments 2005 - 2008
Fidelity Investments 1996 - 2005
Fidelity Investments 1993 - 1995
Education
Suffolk University - Sawyer Business School 1983 — 1985
MBA
Bentley University
B.S., Management
Fidelity Investments 2005 - 2008
Fidelity Investments 1996 - 2005
Fidelity Investments 1993 - 1995
Education
Suffolk University - Sawyer Business School 1983 — 1985
MBA
Bentley University
B.S., Management
Joseph Passanisi's Fidelity Investments Experience December 2012 - July 2013
Job Tax Manager at AIG
Industry Accounting
Experience
AIG September 2013 - Present
Fidelity Investments December 2012 - July 2013
Fidelity Investments August 2010 - December 2012
WTAS August 2007 - August 2010
Skills
Tax, Income Tax, Accounting, Tax Research, Tax Preparation, GAAP, Financial Analysis, Financial Accounting, ProSystem fx Tax, Financial Statements, Corporate Tax, Intellectual Property, S Corporations, Partnership Taxation, International Tax, FIN 48, CFCs, Transfer Pricing, US Tax, Due Diligence, Tax Accounting
Education
Bentley University 2012 — 2014
Master of Science, Taxation (MST)
Saint Michael's College 2003 — 2007
BS, Accounting
Malden Catholic 1999 — 2003
AIG September 2013 - Present
Fidelity Investments December 2012 - July 2013
Fidelity Investments August 2010 - December 2012
WTAS August 2007 - August 2010
Skills
Tax, Income Tax, Accounting, Tax Research, Tax Preparation, GAAP, Financial Analysis, Financial Accounting, ProSystem fx Tax, Financial Statements, Corporate Tax, Intellectual Property, S Corporations, Partnership Taxation, International Tax, FIN 48, CFCs, Transfer Pricing, US Tax, Due Diligence, Tax Accounting
Education
Bentley University 2012 — 2014
Master of Science, Taxation (MST)
Saint Michael's College 2003 — 2007
BS, Accounting
Malden Catholic 1999 — 2003
Debra Hahn's Fidelity Investments Experience 1999 - 2008
Job Project Specialist at DanaFarber Cancer Institute
Industry Information Technology and Services
Experience
Dana-Farber Cancer Institute January 2011 - Present
Staples June 2010 - December 2010
Fidelity Investments 1999 - 2008
Fidelity Investments 1994 - 1999
Milton Hospital 1992 - 1994
Skills
Project Management, SDLC, Cross-functional Team..., Management, Process Improvement, Project Planning, Troubleshooting, Leadership, Testing, Business Process, Program Management, Training, Networking, Business Analysis
Education
Bentley University
Internet Systems Management Certification
Hastings College
B.A., Psychology & Human Services Administration
Dana-Farber Cancer Institute January 2011 - Present
Staples June 2010 - December 2010
Fidelity Investments 1999 - 2008
Fidelity Investments 1994 - 1999
Milton Hospital 1992 - 1994
Skills
Project Management, SDLC, Cross-functional Team..., Management, Process Improvement, Project Planning, Troubleshooting, Leadership, Testing, Business Process, Program Management, Training, Networking, Business Analysis
Education
Bentley University
Internet Systems Management Certification
Hastings College
B.A., Psychology & Human Services Administration
Maureen Devaney's Fidelity Investments Experience June 2005 - December 2008
Job Registered Retirement Representative at GreatWest Financial
Industry Legal Services
Experience
Great-West Financial Business Compliance OfficerAetna Consumer Financial Services and Prepaid Card SolutionsJanuary 2012 - December 2013
Aetna Student Health April 2009 - December 2011
Fidelity Investments June 2005 - December 2008
Fidelity Investments May 2001 - June 2005
Harvard Pilgrim Health Care October 1997 - April 2001
Harvard Pilgrim Health Care 1990 - 1997
Skills
Regulatory Compliance, Financial Services, Series 6, Series 63, ERISA, Employee Benefits, Insurance, Risk Management, Contract Negotiation, Health Insurance, Anti Money Laundering, Bank Secrecy Act, AML/BSA Compliance, Vendor Management, Team Leadership, Project Management, Strategic Planning, COBRA, HIPAA, Team Building, Customer Service, Mutual Funds, 401k, Retirement, Relationship Management, Prepaid Card Compliance, Securities, Pensions, Policy, Employee Relations
Education
University of Massachusetts
Masters, Business Administration
Rivier University
Bachelor of Science, Paralegal Studies
Bentley University
Certificate in Pension and Employee Benefits Administration Program, Employee Benefits
Great-West Financial Business Compliance OfficerAetna Consumer Financial Services and Prepaid Card SolutionsJanuary 2012 - December 2013
Aetna Student Health April 2009 - December 2011
Fidelity Investments June 2005 - December 2008
Fidelity Investments May 2001 - June 2005
Harvard Pilgrim Health Care October 1997 - April 2001
Harvard Pilgrim Health Care 1990 - 1997
Skills
Regulatory Compliance, Financial Services, Series 6, Series 63, ERISA, Employee Benefits, Insurance, Risk Management, Contract Negotiation, Health Insurance, Anti Money Laundering, Bank Secrecy Act, AML/BSA Compliance, Vendor Management, Team Leadership, Project Management, Strategic Planning, COBRA, HIPAA, Team Building, Customer Service, Mutual Funds, 401k, Retirement, Relationship Management, Prepaid Card Compliance, Securities, Pensions, Policy, Employee Relations
Education
University of Massachusetts
Masters, Business Administration
Rivier University
Bachelor of Science, Paralegal Studies
Bentley University
Certificate in Pension and Employee Benefits Administration Program, Employee Benefits
Ken Ackley's Fidelity Investments Experience February 2012 - Present
Job Director, Architecture at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
HR Access Solutions March 2011 - February 2012
Fidelity Investments June 1997 - March 2011
JP Morgan Chase April 1996 - May 1997
JP Morgan Chase May 1993 - April 1996
Skills
Java, Groovy, Grails, Tomcat, Spring, Quartz, Mule ESB, Agile, Business Analysis, Collaboration Tools, Wikis, Continuous Integration, Agile Methodologies, Release Management, SDLC, SOA, Scrum, Confluence, JIRA, Java Enterprise Edition, Gemfire, Spring Framework, Software Project..., JSP
Education
Bentley University 1995 — 1998
MSCIS, CIS
Bryant University 1987 — 1991
BSBA, Finance
Fidelity Investments February 2012 - Present
HR Access Solutions March 2011 - February 2012
Fidelity Investments June 1997 - March 2011
JP Morgan Chase April 1996 - May 1997
JP Morgan Chase May 1993 - April 1996
Skills
Java, Groovy, Grails, Tomcat, Spring, Quartz, Mule ESB, Agile, Business Analysis, Collaboration Tools, Wikis, Continuous Integration, Agile Methodologies, Release Management, SDLC, SOA, Scrum, Confluence, JIRA, Java Enterprise Edition, Gemfire, Spring Framework, Software Project..., JSP
Education
Bentley University 1995 — 1998
MSCIS, CIS
Bryant University 1987 — 1991
BSBA, Finance
Kerry delGiudice Anderson's Fidelity Investments Experience 2006 - 2007
Job Raiser's Edge Consultant
Industry Information Technology and Services
Experience
Nonprofit Management Systems January 2015 - Present
Raiser's Edge Consulting June 2014 - January 2015
Easter Seals NH December 2007 - June 2014
Fidelity Investments 2006 - 2007
Fidelity Investments September 2000 - October 2002
GE 1991 - 1997
Skills
Project Management, Requirements Analysis, Business Analysis, Visio, Oracle HR, Software Documentation, Change Management, HRIS, Data Conversion, SQL, Software Project..., Access, Databases, Requirements Gathering
Education
Rensselaer Polytechnic Institute 1994 — 1997
MBA, Computer Information Systems
Bentley University 1988 — 1991
BS, Computer Information Systems
Nonprofit Management Systems January 2015 - Present
Raiser's Edge Consulting June 2014 - January 2015
Easter Seals NH December 2007 - June 2014
Fidelity Investments 2006 - 2007
Fidelity Investments September 2000 - October 2002
GE 1991 - 1997
Skills
Project Management, Requirements Analysis, Business Analysis, Visio, Oracle HR, Software Documentation, Change Management, HRIS, Data Conversion, SQL, Software Project..., Access, Databases, Requirements Gathering
Education
Rensselaer Polytechnic Institute 1994 — 1997
MBA, Computer Information Systems
Bentley University 1988 — 1991
BS, Computer Information Systems
Joshua Ogden's Fidelity Investments Experience February 2000 - August 2005
Job Key Account Manager at Telflex
Industry Medical Devices
Experience
Telflex January 2014 - Present
Ogden Self Storage July 2009 - Present
Ogden Properties May 2007 - Present
Vidacare January 2012 - January 2014
CR Bard September 2009 - January 2012
GlaxoSmithKline Vaccines August 2004 - September 2009
Fidelity Investments February 2000 - August 2005
Skills
Medical Devices, Healthcare, Direct Sales, Sales, Sales Management, Product Development
Education
Bentley University 2001 — 2003
MBA, Finance
University of Southern Maine - School of Business 1995 — 1999
Bachelor of Arts, Finance
Telflex January 2014 - Present
Ogden Self Storage July 2009 - Present
Ogden Properties May 2007 - Present
Vidacare January 2012 - January 2014
CR Bard September 2009 - January 2012
GlaxoSmithKline Vaccines August 2004 - September 2009
Fidelity Investments February 2000 - August 2005
Skills
Medical Devices, Healthcare, Direct Sales, Sales, Sales Management, Product Development
Education
Bentley University 2001 — 2003
MBA, Finance
University of Southern Maine - School of Business 1995 — 1999
Bachelor of Arts, Finance
Jon Kovach's Fidelity Investments Experience June 2012 - February 2013
Job Senior Benefits Consultant at Bella Consulting
Industry Financial Services
Experience
Bella Consulting March 2013 - Present
Fidelity Investments June 2012 - February 2013
Fidelity Investments February 2007 - May 2012
Fidelity Investments November 2005 - January 2007
Fidelity Investments August 2004 - October 2005
Fidelity Investments August 2002 - July 2004
Fidelity Investments January 2002 - July 2002
Fidelity Investments January 2001 - December 2001
Fidelity Investments August 1999 - December 2000
Skills
401k, Retirement, Mutual Funds, Process Improvement, Financial Services
Education
Bentley University 1995 — 1999
BS, Finance
Bella Consulting March 2013 - Present
Fidelity Investments June 2012 - February 2013
Fidelity Investments February 2007 - May 2012
Fidelity Investments November 2005 - January 2007
Fidelity Investments August 2004 - October 2005
Fidelity Investments August 2002 - July 2004
Fidelity Investments January 2002 - July 2002
Fidelity Investments January 2001 - December 2001
Fidelity Investments August 1999 - December 2000
Skills
401k, Retirement, Mutual Funds, Process Improvement, Financial Services
Education
Bentley University 1995 — 1999
BS, Finance
Doran Robbins's Fidelity Investments Experience October 2012 - February 2013
Job IT Consultant at The Hartford
Industry Financial Services
Experience
The Hartford March 2013 - Present
Fidelity Investments October 2012 - February 2013
THE HARTFORD 1982 - October 2012
The Hartford 2006 - 2012
The Hartford 2004 - 2006
The Hartford 2001 - 2004
The Hartford 1995 - 2001
The Hartford 1982 - 1995
Early Career 1977 - 1982
Skills
Strategic Technology..., Infrastructure..., Team Building, Monitoring Performance, Database Structures &..., Performance Tuning, Benchmarking, Coaching, Mentoring, Project Management, Planning Methodologies, Resource Management, Server Capacity..., Productivity Enhancement, Web-based..., Best Practices, ITIL, Infrastructure, Data Warehousing, PMO, SDLC, Leadership, Data Modeling, Capacity Planning, Project Planning, Oracle, Unix, Disaster Recovery, Vendor Management, Enterprise Architecture, Software Development..., Business Analysis, Visio, High Availability, IT Strategy, Management, Enterprise Software, Databases, Process Improvement, Outsourcing, Solaris
Education
Bentley College 1973 — 1977
Bachelor of Science (B.S.), Mathematics & Management
The Hartford March 2013 - Present
Fidelity Investments October 2012 - February 2013
THE HARTFORD 1982 - October 2012
The Hartford 2006 - 2012
The Hartford 2004 - 2006
The Hartford 2001 - 2004
The Hartford 1995 - 2001
The Hartford 1982 - 1995
Early Career 1977 - 1982
Skills
Strategic Technology..., Infrastructure..., Team Building, Monitoring Performance, Database Structures &..., Performance Tuning, Benchmarking, Coaching, Mentoring, Project Management, Planning Methodologies, Resource Management, Server Capacity..., Productivity Enhancement, Web-based..., Best Practices, ITIL, Infrastructure, Data Warehousing, PMO, SDLC, Leadership, Data Modeling, Capacity Planning, Project Planning, Oracle, Unix, Disaster Recovery, Vendor Management, Enterprise Architecture, Software Development..., Business Analysis, Visio, High Availability, IT Strategy, Management, Enterprise Software, Databases, Process Improvement, Outsourcing, Solaris
Education
Bentley College 1973 — 1977
Bachelor of Science (B.S.), Mathematics & Management
Katrin Schwab's Fidelity Investments Experience September 2014 - May 2015
Job Senior Marketing Communications Specialist at Boston Scientific
Industry Marketing and Advertising
Experience
Boston Scientific May 2015 - Present
Fidelity Investments September 2014 - May 2015
DePuy Synthes Companies of Johnson & Johnson July 2013 - August 2014
Abbott Laboratories November 2006 - July 2013
Abbott Laboratories November 2004 - November 2006
Abbott Laboratories January 2002 - November 2004
Abbott Laboratories May 2000 - January 2002
Abbott Laboratories March 1997 - May 2000
Cabletron September 1995 - November 1996
CNN May 1994 - July 1995
Skills
Corporate Communications, Meeting Planning, Creative Solutions, Integrated Marketing, Strategy, Marketing Strategy, Advertising, Leadership, Management, Creative Direction, Sales, Event Planning, Trade Shows, Budgets, Corporate Branding, Endocrinology, Neurology, Clinical Research, Pharmaceutical Sales, Product Launch, Pharmaceutical Industry, Cross-functional Team..., Marketing, Business Development, Global Marketing, Training
Education
Rutgers University-New Brunswick
Mini-MBA, Digital Marketing
Keller Graduate School
MBA, Marketing
Bentley University
BS, Marketing
high school
Boston Scientific May 2015 - Present
Fidelity Investments September 2014 - May 2015
DePuy Synthes Companies of Johnson & Johnson July 2013 - August 2014
Abbott Laboratories November 2006 - July 2013
Abbott Laboratories November 2004 - November 2006
Abbott Laboratories January 2002 - November 2004
Abbott Laboratories May 2000 - January 2002
Abbott Laboratories March 1997 - May 2000
Cabletron September 1995 - November 1996
CNN May 1994 - July 1995
Skills
Corporate Communications, Meeting Planning, Creative Solutions, Integrated Marketing, Strategy, Marketing Strategy, Advertising, Leadership, Management, Creative Direction, Sales, Event Planning, Trade Shows, Budgets, Corporate Branding, Endocrinology, Neurology, Clinical Research, Pharmaceutical Sales, Product Launch, Pharmaceutical Industry, Cross-functional Team..., Marketing, Business Development, Global Marketing, Training
Education
Rutgers University-New Brunswick
Mini-MBA, Digital Marketing
Keller Graduate School
MBA, Marketing
Bentley University
BS, Marketing
high school
Michael Burley, CFA's Fidelity Investments Experience June 2013 - August 2013
Job Associate at Anchor Bolt Capital, LP
Industry Investment Management
Experience
Anchor Bolt Capital, LP July 2014 - Present
Kane Street Capital Management December 2012 - March 2014
Fidelity Investments June 2013 - August 2013
Century Capital Management June 2008 - July 2012
Century Capital Management January 2006 - May 2008
Skills
Investment Management, Equity Research, Valuation, Financial Modeling, Financial Analysis, Fundamental Analysis
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Bentley University 2004 — 2008
BS, Corporate Finance & Accounting
Anchor Bolt Capital, LP July 2014 - Present
Kane Street Capital Management December 2012 - March 2014
Fidelity Investments June 2013 - August 2013
Century Capital Management June 2008 - July 2012
Century Capital Management January 2006 - May 2008
Skills
Investment Management, Equity Research, Valuation, Financial Modeling, Financial Analysis, Fundamental Analysis
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Bentley University 2004 — 2008
BS, Corporate Finance & Accounting
John Bottiglio's Fidelity Investments Experience May 2006 - October 2010
Job Software Engineer at Veritude
Industry Information Technology and Services
Experience
Fidelity Investments May 2006 - October 2010
Fidelity Investments April 2001 - April 2006
Fidelity Investments July 1999 - March 2001
Texas Instruments 1989 - 1992
Education
Bentley University
Fidelity Investments May 2006 - October 2010
Fidelity Investments April 2001 - April 2006
Fidelity Investments July 1999 - March 2001
Texas Instruments 1989 - 1992
Education
Bentley University
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank