Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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Fidelity Investments Employees
Fidelity Investments January 2014 - Present
Pearson North America July 2013 - January 2014
Empirix May 2012 - August 2012
Tata Consultancy Services January 2011 - April 2011
Skills
Java, JavaScript, HTML 5, Struts, JSP, SQL, Oracle, HTML, Linux, Web Applications, Testing
Education
University of Massachusetts at Lowell 2011 — 2013
Master's degree, Computer Science
CVRCE
Fidelity Investments May 2015 - Present
Eliassen Group October 2014 - May 2015
FITRAX May 2014 - September 2014
Smith & Nephew Endoscopy July 2013 - April 2014
Accenture October 2011 - June 2013
Nokia Mobile Phones December 2005 - October 2011
Skills
JavaScript, C++, Qt, Agile Methodologies, Scrum, Objective-C, Xcode, iOS, iOS development, iOS Design, jQuery, HTML, CSS, Java, Android, WebKit, Mobile Devices, HTML 5, Mobile Applications, Mobile Platforms, Symbian, Git, Linux, Software Design, Testing, Test Automation, Object Oriented Design, Debugging, JIRA, Software Development, S60, Software Engineering, Subversion
Education
University of Massachusetts Lowell
BS, Computer Science
The Walt Disney Company March 2015 - Present
The Walt Disney Company October 2013 - February 2015
The Walt Disney Company January 2011 - October 2013
Fidelity Investments September 2006 - December 2010
Rocket North LLC January 2003 - January 2007
netwolves 2002 - 2002
RadioAMP November 1999 - October 2001
ITG December 1998 - October 1999
debitnet September 1998 - December 1998
Ipswitch March 1997 - September 1998
Skills
User Experience Design, User Interface Design, iPhone, Web Design, RIA, Mobile Applications, Wireframes, Certified Scrum Master..., User Experience, iPad, Android, iPod, Mac OS X, Consumer Electronics, Xbox 360, Wii U, Wii, PS3, Information Architecture, Visual Design, Interaction Design, Experience Design, Agile & Waterfall..., Agile Methodolgy, UX, Scrum, User Interface, Agile Project Management, Agile Methodologies, Usability Testing, E-commerce, Usability, User-centered Design, PHP, Mobile Design, Human Computer..., Information Design, Wire Framing, User Research, Content Strategy, Mobile Interaction..., E-commerce Optimization
Education
University of Massachusetts Lowell 1992 — 1996
BSBA, Accounting MIS
Arlington High School 1988 — 1992
Autodesk February 2014 - Present
Fay Spofford & Thorndike November 2005 - February 2014
Fidelity Investments January 2001 - May 2003
Kaplancollege.com June 2000 - December 2000
Skills
AutoCAD, Civil Engineering, Drainage, Road, AutoCAD Civil 3D, Structural Engineering, Construction Management, Infrastructure, GIS, Project Management, Microsoft Office, MS Project, Program Management, Systems Analysis, Autodesk Software, BIM, Databases, Navisworks, Networking, Production Support, IT Project Lifecycle, Data Analysis, Product Cost Analysis, IT Operations, Operational Cost..., problem solving, Systems Engineering, System Design, Software Implementation, Crystal Reports, Parature, Autodesk BIM 360 Field, Autodesk BIM 360 GLUE, Salesforce, SaaS, Revit, TeamViewer, JIRA, GoToMeeting, Autodesk ReCap 360, Autodesk Building OPS, Leadership, Enterprise Software, Integration, Cloud Computing, Business Process, Strategy, Microsoft Project
Education
University of Massachusetts Lowell 1992 — 1996
Bachelor's Degree, Civil Engineering
H. V. Shroff Memorial High School 1983 — 1986
High School
BMI August 2009 - Present
Delek US / MAPCO Express June 2005 - February 2009
Thermo Electron January 2003 - May 2005
Fidelity Investments June 2002 - December 2002
3Com August 2000 - May 2002
Law Office of Peter Mirageas August 1999 - August 2000
Santore Law 1989 - 1990
Skills
Corporate Law, Licensing, Intellectual Property, Copyright Law, Budgets, Strategic Planning, Legal Assistance, Customer Service, Team Building, Negotiation, Contract Negotiation, Leadership, Microsoft Office, Mergers & Acquisitions
Education
University of Massachusetts Lowell 1993 — 1997
Certificate, Paralegal
University of Massachusetts, Amherst 1984 — 1989
BS, Food Marketing
Casey's Deli, LLC March 2015 - July 2015
MFS Investment Management January 2015 - March 2015
Fidelity Investments February 2014 - October 2014
KEIRYS DELI, LLC April 2001 - January 2009
Skills
Strategy, Microsoft Office, Business Strategy, New Business Development, Market Research, Customer Service, Business Process..., Menu Development, Microsoft Word
Education
University of Massachusetts Lowell 2008 — 2013
Bachelor of Science (B.S.), Business Administration * Concentration in International Buiness
Cambridge Associates August 2015 - Present
IDG Enterprise August 2012 - August 2015
Fidelity Investments January 2005 - October 2012
Health Dialog June 2004 - December 2004
Ignition Technologies, LLC 2001 - 2002
Skills
JavaScript, Java, HTML5, HTML + CSS, iBatis, Maven, Subversion, jQuery, JSON, Perl, HTML 5, PHP, Agile Methodologies, SQL, Python, Git, Web Services, XML, Software Development, Unix, Web Applications
Education
University of Massachusetts Lowell 1997 — 2001
Computer Science / Mathematics
Mirror Image Internet November 2014 - Present
Silverlink Communications September 2011 - October 2014
TwoFour Consulting at Fidelity Investments April 2008 - September 2011
Dextrys at Fidelity Investments December 2006 - April 2008
SeaChange International June 2006 - December 2006
Sullivan and Cogliano February 2006 - February 2006
Fidelity Investments October 2005 - January 2006
Skills
Testing, Agile Methodologies, User Acceptance Testing, SaaS, Product Management, SDLC, Process Improvement, Program Management, Software Documentation, Healthcare Information..., Employee Training, Analysis, Project Management, Quality Assurance, Management, Business Analysis
Education
University of Massachusetts at Lowell 2000 — 2004
Bachelors, Finance, Management Information Systems
Success! Real Estate April 2011 - Present
Century 21 Network March 2011 - March 2011
Zip Realty February 2007 - February 2011
Fidelity Investments 1996 - 2006
Catalyst Consulting 1992 - 1996
Skills
Real Estate, Residential, Short Sales, Sellers, First Time Home Buyers, RYT-200 Certified yoga..., Residential Homes, Buyer Representation, Investment Properties, Management, Real Estate Economics, Property, Selling, Commercial Real Estate, Listings, Condos, Relocation, REO, Single Family Homes, New Home Sales, Foreclosures, Referrals, Rentals, Real Estate Transactions, Buyers, Home Staging, Investors, Real Property, Luxury, Property Management, Real Estate Development, Vacation Homes, Townhomes, Resellers, FHA, New Homes, Waterfront
Education
University of Massachusetts Lowell 1987 — 1991
BS, Information Systems
Billerica High
New York Life Insurance Company March 2014 - Present
Local Toyota, Infiniti and Chrysler Dodge Jeep Ram Dealer November 2012 - January 2014
Nashua Athletic Club July 2012 - October 2012
Wellbridge Bel Air Athletic Club January 2012 - July 2012
Best Choice Insurance Center August 2010 - July 2012
Allstate Insurance September 2003 - July 2010
Fidelity Investments April 2001 - July 2002
Skills
Financial Services, Insurance, Protection..., Licensed Life Insurance..., Retirement Planning, 401k Rollovers, Personal Finance, Asset Protection, Estate Planning, Wealth Preservation..., Education Funding, Term Life Insurance, Permanent Life Insurance, Annuity Sales, Small Business, Buy-sell Agreements, Key Person Insurance, Gifting Strategies, Life Insurance, Retirement
Education
University of Massachusetts Lowell 1979 — 1984
Bachelor of Science
Dracut High School 1976 — 1979
Diploma
University of Massachusetts Lowell September 2013 - Present
Fidelity Investments January 2014 - August 2014
Dunkin Donuts June 2013 - November 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Languages, Internet, Time Management, Highly detail oriented, Teamwork, Leadership, Customer Service, Event Planning
Education
University of Massachusetts at Lowell 2011 — 2015
Bachelor of Business Administration (BBA), Accounting, Senior
Fidelity Investments September 2015 - Present
Fidelity Investments May 2015 - August 2015
Fidelity Investments September 2014 - May 2015
Great Lowell YMCA July 2011 - May 2015
Fidelity Investments May 2014 - August 2014
Fidelity Investments May 2013 - August 2013
University of Massachusetts Lowell October 2011 - May 2013
Innovatech Associates April 2011 - June 2011
Saints Medical Center January 2006 - January 2010
Gunjan UMass WUML, 91.5 FM, Radio Jockey January 2007 - January 2009
Skills
Microsoft Word, Microsoft Excel, Visio, JIRA, Microsoft Outlook, Movi, Microsoft Power Point, Navicat
Education
University of Massachusetts at Lowell 2011 — 2016
Bachelor of Science (B.S.), Business Administration, Senior
Westford Academy 2007 — 2011
High School Diploma
Loomis Sayles April 2011 - Present
Fidelity Investments February 2010 - January 2011
Eaton Vance December 2009 - February 2010
Fidelity Investments July 2005 - September 2008
Fidelity Investments February 2004 - July 2005
Town of Pepperell June 2003 - February 2004
Education
University of Massachusetts at Lowell 1999 — 2003
Bachelor of Science (BS), Management Information Systems and Finance
Fidelity Investments June 2015 - Present
Fidelity Investments July 2013 - June 2015
Fidelity Investments March 2009 - July 2013
Fidelity Investments September 2008 - March 2009
Fidelity Investments June 2005 - September 2008
Bose Corporation February 2002 - June 2005
Sequence Design April 2001 - December 2001
Freudenberg-NOK June 1999 - April 2001
Wright Line January 1997 - June 1999
Thielsch Engineering March 1996 - November 1996
Skills
AIX, Solaris, SAN, Veritas Volume Manager, Unix, Shell Scripting, Unix Shell Scripting, High Availability, Virtualization, Linux, Storage, Cluster, Cloud Computing, Enterprise Architecture, ITIL, Servers, Operating Systems, Red Hat Linux, Solaris Zones, Sun, Ksh, Data Center, Veritas Cluster Server, Hadoop, IT Management, Technical Leadership, Big Data, Private Cloud, Cloud Computing IaaS, PaaS, IaaS, System Architecture, Financial Services, Perl, VIOS, RHEL, Veritas Storage..., Linux System..., System Administration, Scripting, Performance Tuning, Oracle RAC, Veritas, Storage Area Networks, NetApp, Architecture, HBase, Hive, Flume, Distributed Systems
Education
Western New England University 1991 — 1995
BS, Mechanical Engineering
University of Massachusetts Lowell 1989 — 1991
Mechanical Engineering
Fairhaven Healthcare Center August 2014 - Present
Landmark Health Solutions June 2011 - August 2014
Life Care Centers of America June 2009 - June 2011
Fidelity Investments March 1996 - March 2009
ADT Security Services January 1993 - March 1996
Memories Restaurant October 1985 - December 1992
Skills
Organizational..., Full P&L Responsibility, Expense Management, Process Improvement, Operations Management, Labor Management, Marketing Management, Accounts Receivable, Leadership, Management, Program Management, Visio, Quality Assurance, Vendor Management, Project Planning, Strategic Planning, Coaching, Healthcare, Customer Service, Outsourcing, Team Building, Entrepreneurship
Education
University of Massachusetts Lowell 1976 — 1980
Bachelors, Business Administration
Central Catholic high school 1973 — 1976
MIT Lincoln Laboratory June 2015 - Present
MIT Lincoln Laboratory October 2013 - June 2015
OneVision Resources, LLC October 2012 - October 2013
Apple Retail October 2009 - September 2012
Fidelity Investments December 2003 - September 2009
Skills
iWork, OS X, iLife, iOS, iPhone, Management, Mac, iPhone Support, Troubleshooting, Apple Certified, Hands-on Training, Retail, iPad, Mac OS X, Mac OS, Computer Hardware, Inventory Management, Visual Merchandising, Employee Training, Dreamweaver, Apple Aperture, Customer Service
Education
University of Massachusetts at Lowell
Bachelor of Science (BS), Information Technology, 3.54
Snelling Executive Search 2008 - Present
Tekeshe Foundation 2006 - Present
Fidelity Investments November 1995 - November 2007
HRS Product Delivery Group - Fidelity 2007 - 2007
Abbey Financial Mortage Services 1992 - 1994
Education
University of Massachusetts Lowell 1985 — 1988
BS, Business Administration/MIS
Choicelinx June 2015 - Present
Fidelity Investments January 2012 - May 2015
Fidelity Investments January 2009 - January 2012
Fidelity Investments October 2007 - January 2009
Fidelity Investments June 2007 - September 2008
Skills
Agile Methodologies, Agile Project Management, Scrum, Systems Analysis, Business Analysis, Process Improvement, Data Analysis, Lean IT, Visio, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, SAS70, Communication Skills, Written & Oral..., Internal Audit, Information Security, Requirements Analysis, Requirements Gathering
Education
University of Massachusetts at Lowell 2002 — 2006
History, Nazi Germany
Beth Israel Deaconess Healthcare March 2015 - Present
athenahealth May 2010 - January 2015
Fidelity Investments March 2007 - February 2009
Fidelity Investments July 2005 - March 2007
Broadridge (Formerly ADP) December 2000 - July 2005
John Hancock December 1998 - December 2000
Putnam Investments March 1998 - December 1998
Putnam Investments May 1997 - March 1998
Investors Bank & Trust October 1996 - May 1997
Skills
Healthcare Information..., Project Management, Clinical Systems..., PMIS Implementation, EMR Training, System Optimization, Meaningful Use, Software Implementation, Patient Engagement..., Population Health, Ambulatory Revenue..., Clinical System..., Patient Portal, Process Improvement, Business Development, Outsourcing, Contract Negotiation, Strategy, Financial Services, 401k Implementation
Education
University of Massachusetts Lowell
Bertucci's December 2012 - Present
Dressbarn Inc November 2010 - April 2012
United Health Care Group March 2010 - November 2010
Fidelity Investments July 2007 - February 2009
Flextronics October 2005 - July 2007
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Training, Organizational..., Quality Control
Education
University of Massachusetts Lowell 2001 — 2005
BS, Clinical Laboratory Science
Alvirne 1995 — 1999
High School Diploma
Fidelity Investments August 2006 - Present
Fidelity Investments August 2006 - Present
New England Regional Mortgage Corp. February 2002 - July 2006
Spinx Restaurent September 1999 - February 2002
Household Finance July 1997 - August 1999
Skills
Mutual Funds, Investments, Financial Services, Equities, Retirement Planning, Portfolio Management, Wealth Management, Risk Management, Customer Satisfaction, Hospitality, Team Leadership, Teamwork, Team Motivation, Team Building, Marketing Communications, Communication, Market Research, Online Marketing, Product Marketing, Marketing, Advertising, Financial Advisory, Advertising Sales, Online Advertising, Sales Presentations, Direct Sales
Education
University of Massachusetts Lowell 1998 — 2002
Computer Science
lowell high school 1994 — 1997
high school diploma
Symetra December 2014 - Present
Fidelity Investments September 2013 - November 2014
Chili's January 2012 - November 2013
Alzheimer's Disease Caregiver September 2010 - July 2013
Market Basket August 2005 - March 2012
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Retail, Sales, Social Media, Phone Etiquette, Telephone Skills, Data Entry, Time Management, Critical Thinking, Always Punctual, Outlook, Microsoft Word, Personal Development, Performance Management, Defined Contribution, Marketing
Education
University of Massachusetts at Lowell 2007 — 2011
Bachelor of Science in Business Administration, Dual concentration Marketing and Management
Dracut High School 2003 — 2007
High School
Fidelity Investments February 2013 - Present
Fidelity Investments September 2011 - February 2013
Fidelity Investments December 2006 - September 2011
Fidelity Investments October 2004 - November 2006
Fidelity Investments December 2003 - October 2004
Skills
Business Analysis, SQL, Requirements Analysis, Databases, Requirements Gathering, Data Analysis, Access, SharePoint, Business Objects, Microsoft Excel, Risk Management, Bloomberg
Education
University of Massachusetts at Lowell 2000 — 2003
Criminal Justice and Corrections
Fidelity Investments January 2015 - Present
Balance Spa September 2013 - Present
Balance Spa June 2011 - September 2013
Rite Aid August 2006 - March 2011
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Data Entry, Public Speaking, Social Media, Time Management, Inventory Management, Customer Satisfaction, Management, Retail, Social Networking, Teamwork
Education
University of Massachusetts at Lowell 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
In & Out Automatic Doors, Inc. May 2005 - Present
Fidelity Investments September 1998 - May 2003
Skills
Sales, Salesforce.com, Project Management, Telecommunications, Networking
Education
University of Massachusetts Lowell 1996 — 2000
Skyworks Solutions, Inc. October 2014 - Present
Wellington Management October 2013 - October 2014
Fidelity Investments November 2011 - July 2013
Fidelity Investments November 2012 - June 2013
Fidelity Investments October 2010 - November 2011
Cambridge Financial Services October 2009 - July 2010
Skills
Investor Relations, Investor Presentations, Investments, Financial Markets, Securities, Equities, Mutual Funds, Fixed Income, Options, Alternative Investments, Retirement, Short Sales, Asset Allocation, 401k, Employee Stock Options
Education
University of Massachusetts Lowell 2005 — 2010
B.B.A, Business Administration; Finance/Management
Waters January 2008 - Present
International Ceramics Engineering February 2006 - November 2007
TJX January 2005 - February 2006
Fidelity Investments December 2000 - February 2004
Skills
Sales Operations, Project Management, Analysis, Business Development, Microsoft Office, Proposal Writing, Team Leadership, Account Management, Data Analysis, Microsoft Excel, Sales, Product Marketing
Education
University of Massachusetts Lowell 2013 — 2014
Paralegal Certificate in progress
Odyssey Systems April 2013 - Present
EDSI September 2009 - April 2013
Lockheed Martin November 2008 - August 2009
Fidelity Investments January 2007 - September 2008
Skills
MS Project, Java, C++, Oracle Enterprise..., Oracle RAC, XML, JavaScript, VBA, Access Database, SharePoint, Eclipse
Education
University of Massachusetts Lowell 2013 — 2016
Information Technology
University of New Hampshire 2003 — 2006
Bachelor's degree, History
OppenheimerFunds August 2006 - Present
Principal Financial Group September 2001 - August 2006
Fidelity Investments September 1999 - September 2001
Skills
AIF, CRPS, Series 63, 401k, Series 7, Retirement, Mutual Funds, Retirement Planning, Series 6, Fixed Annuities, Asset Allocation, Defined Contribution, Investment Advisory, Defined Benefit, Series 65, FINRA, Alternative Investments, Investments, Separately Managed..., Retirement Plan...
Education
University of Massachusetts at Lowell 1992 — 1996
3.3
UnitedHealth Group December 2014 - Present
CGI January 2013 - October 2014
Lighthouse Computer Services August 2011 - January 2013
RSD March 2011 - July 2011
Vordel May 2010 - March 2011
IBM May 2006 - May 2010
Cyclone Commerce January 2003 - May 2006
Vitria Technology February 2000 - January 2003
New Era of Networks (NEON) September 1997 - February 2000
Fidelity Investments May 1994 - September 1997
Skills
DataPower, XML, XML Schema, XSLT, XPath, SOAP, SoapUI, REST, Cloud Computing, Amazon EC2, Virtualization, VMware, VMware ESX, Microsoft Office, MySQL, Oracle SQL, DB2, SQL Server, High Availability, Fault Tolerance, Tomcat, WebSphere Application..., Web Services, WSDL, WS-Security, WebSphere..., Websphere, SOA, HTML, Windows, XSL, XSD, EAI, Pre-sales, ESB, Middleware, Solution Architecture, Security, SQL, Integration, LDAP, Eclipse, Messaging, Identity Management, Cast Iron, Enterprise Architecture, Requirements Analysis, WebSphere, SaaS
Education
Bentley College 1995 — 1997
University of Massachusetts Lowell 1988 — 1991
BSBA, Finance and Marketing
Fidelity Investments March 2014 - Present
Fidelity Investments May 2012 - Present
Fidelity Investments June 2011 - May 2012
Skills
Accounting, Microsoft Excel, Financial Analysis, Access
Education
University of Massachusetts at Lowell 2009 — 2012
Bachelor of Science, Business Administration; Accounting and Finance
Mercer October 2012 - Present
Mercer July 2007 - Present
Fidelity Investments June 2001 - July 2007
Skills
Process Improvement, Project Management, Management, Vendor Management, Outsourcing, Bass Guitar, Internal Controls, Leadership, Auditing, CRM, Defined Benefit
Education
University of Massachusetts Lowell 1997 — 2001
Bachelor's, Economics, Biology
McKesson (formerly MedVentive) October 2012 - Present
Mercer September 2007 - October 2012
Fidelity Investments December 2005 - August 2007
Skills
Healthcare Information..., SQL, Process Improvement, Business Analysis, Analysis, Data Analysis, Microsoft Excel, Microsoft SQL Server, SSIS, HL7, CCDA, 837P, 837I, Rhapsody, Software Implementation, ETL, JavaScript, ADT, EDI
Education
University of Massachusetts Lowell 2015 — 2016
Certificate Program in Java Development
University of Massachusetts, Amherst 2000 — 2004
BA, Psychology
Fidelity Investments
Skills
Series 7, Mutual Funds
Education
University of Massachusetts Lowell 1995 — 1997
Fidelity Investments June 2007 - December 2012
Fidelity Investments April 2003 - June 2005
Fidelity Investments 1998 - April 2003
Tufts-New England Medical Center August 1989 - December 1998
Skills
Unix, Disaster Recovery, Perl, Data Center, Solaris, Load Balancing, Information Security, Linux, Unix Shell Scripting, Security, Vendor Management, Requirements Analysis, SDLC, Capacity Planning, Identity Management, Virtualization, Architecture, ITIL, Firewalls, TCP/IP, Integration, Enterprise Architecture, Enterprise Software, Networking, System Deployment, Architectures, Program Management
Education
University of Lowell
Bachelor's degree, Nuclear Engineering
University of Massachusetts at Lowell
Master's degree, Radiological Sciences
Fidelity Investments (Asset Management) March 2012 - Present
Fidelity Investments October 2006 - Present
Parametric Technology Corp June 2001 - October 2006
Alcita Technologies December 2000 - May 2001
Applied Micro Circuits Corp April 2000 - November 2000
Skills
Java, JUnit, C++, XML, Databases, Web Applications, SQL, Software Development, Web Services, Spring, PL/SQL, JAXB, Maven, Eclipse, Agile Methodologies, Fixed Income, Bloomberg Terminal, Derivatives Trading, Agile, J2EE, JAX-WS, Mule ESB, OOP, Fixed Income Technology, Real Time, Design Patterns, Github, ClearCase, Fitnesse, Subversion, Software Engineering, Data Modeling, Unix Shell Scripting, Visual Studio, Oracle, Java Enterprise Edition, Websphere, Core Java, Tomcat, Integration, SOAP, Hibernate, Continuous Integration, WebSphere, SDLC
Education
University of Massachusetts at Lowell 1997 — 2001
B.S, COMPUTER SCIENCE
Staples 2015 - Present
Staples August 2013 - Present
BJ's Wholesale Club 2011 - 2013
Merkle 2010 - 2011
Fidelity Investments 1996 - 2010
M/A-COM 1980 - 1995
MACOM 1980 - 1991
MACOM 1980 - 1991
Skills
Process Improvement, SDLC, Change Management, IT Operations, Requirements Analysis, Program Management, Business Process..., Networking, Vendor Management, Service Management, Project Management, Software Project..., Disaster Recovery, Software Development, Visio, Strategy, IT Service Management, Business Analysis, Cross-functional Team..., SharePoint, Outsourcing, IT Strategy, Agile Methodologies, Requirements Gathering, Business Intelligence, Management, Integration, PMP, Leadership, Team Building, ITIL, PMO, IT Management, Agile Project Management, Enterprise Architecture, Team Leadership, Project Portfolio...
Education
BMHS
University of Massachusetts at Lowell
BS, Computer and Information Sciences, General
Nashua Nutrition August 2008 - Present
Fidelity Investments April 2007 - August 2008
PTC February 1999 - February 2007
Skills
Nutrition, Product Management, Diabetes, Agile Methodologies, Social Media, SQL, Entrepreneurship, Wellness, Fitness, Marketing, Customer Service, Online Advertising, Marketing Strategy, Online Marketing, Java, Public Speaking
Education
University of Massachusetts Lowell 1989 — 1993
Fidelity Investments January 2006 - Present
Skills
Series 7, Mutual Funds, Series 63, Retirement Planning, 401k
Education
University of Massachusetts Lowell 2000 — 2005
Fidelity Investments July 2013 - Present
Fidelity Investments January 2013 - June 2013
Fidelity Investments May 2012 - December 2012
Fidelity Investments January 2012 - May 2012
Fidelity Investments February 2011 - February 2012
Fidelity Investments June 2008 - February 2011
Skills
Asset Management, Software Project..., Risk Management, SDLC, Requirements Analysis, Data Analysis, Project Management, Financial Services, Process Improvement, Mutual Funds, Visio, Coaching, PMP, Vendor Management, SQL, Agile Methodologies, Analysis, Requirements Gathering, Data Warehousing, Business Analysis, Microsoft Office, Change Management, Agile Project Management, Program Management, Securities, Cross-functional Team..., Investments, Fixed Income, Business Process..., CRM, PMO, Project Portfolio...
Education
University of Massachusetts Lowell 1988 — 1993
Ignite NuView September 2014 - Present
The Hanover Insurance Group September 2010 - December 2010
Fidelity Investments 2006 - 2010
Skills
Leadership, SDLC, Vendor Management, Business Analysis, Management, Software Documentation, Process Improvement, Project Management, Databases, Requirements Analysis, Requirements Gathering, Software Project..., Quality Assurance, Enterprise Software, Business Process, Program Management, Business Process..., Agile Methodologies, SharePoint, Testing, Visio, Business Requirements, PMP, Cross-functional Team..., CRM, Business Intelligence, Systems Analysis, Software Implementation, PMO, Integration, Scrum, Agile Project Management, User Acceptance Testing
Education
University of Massachusetts at Lowell
Bachelor of Science (BS)
Intronis July 2015 - Present
Broadridge Financial January 2007 - December 2014
Eagle Investment Systems February 2006 - December 2006
IBM Global Process Services September 2005 - February 2006
SunGard Phase3 1999 - 2005
Fidelity Investments January 1995 - January 1999
Skills
Business Analysis, Management, Financial Services, Leadership, Vendor Management, SDLC, Process Improvement, Business Process, Program Management, Project Management, CRM, Software Project...
Education
University of Massachusetts Lowell 1986 — 1991
BS, Business
Fidelity Investments January 2011 - Present
Fidelity Investments October 2007 - December 2010
Fidelity Investments May 2006 - September 2007
Fidelity Investments September 2003 - July 2004
Education
University of Massachusetts Lowell
Fidelity Investments October 1993 - Present
Pan American World Airways, Inc. May 1989 - October 1991
United States Air Force March 1981 - March 1989
Skills
Requirements Analysis, Problem Solving, Data Analysis, Process Improvement, Management, Leadership, Business Analysis, Portfolio Management, Wealth Management, Relationship Management, Compliance, Risk Management, Strategic Planning, Operations Management, Series 7, Team Building, Financial Services, 401k, Project Management, Asset Managment, Program Management, Financial Analysis
Education
University of Massachusetts Lowell 1976 — 1980
Bachelor of Science, Industrial Management
Fidelity Investments 2003 - Present
Fidelity Investments June 2006 - September 2011
Education
University of Massachusetts Lowell 1978 — 1981
Fidelity Investments November 2005 - June 2007
Fidelity 1989 - 2007
Fidelity Investments 2000 - 2006
Fidelity Investments August 2003 - November 2005
Fidelity Investments February 2000 - August 2003
Fidelity Investments June 1994 - February 2000
Fidelity Investments November 1992 - June 1994
AIG August 1992 - November 1992
UnumProvident March 1992 - August 1992
John Hancock October 1988 - March 1992
Skills
Strategy, Business Process..., IT Operations, ITIL, Leadership, Program Management, Process Improvement, SDLC, Unix, Management, Vendor Management, Disaster Recovery, Information Technology, Servers, Software Development
Education
University of Massachusetts Lowell 1978 — 1980
Fidelity Investments 2001 - Present
ActiveHealth Management 1996 - 2001
Digital Equipment Corporation 1988 - 1996
Skills
JavaScript, Java, SOA, XML, Architecture, SQL, Web Applications, Agile Methodologies, Application Architecture, Software Development, SDLC, Java Enterprise Edition, Web Services, WebSphere Application...
Education
University of Massachusetts Lowell 1984 — 1988
Fidelity Investments 2004 - Present
Fidelity Investments 1994 - 2004
Bank of Boston 1990 - 1994
GTE 1989 - 1990
Wang Laboratories 1987 - 1989
Education
University of Massachusetts at Lowell 1983 — 1987
BSBA, Management Information Systems, General
Hellenic American Academy
Keller Williams Realty Metropolitan 2014 - Present
Fidelity Investments 2003 - 2014
Hughes Aircraft Company 1991 - 1996
Education
University of Massachusetts at Lowell
BSEE
Fidelty Investments June 2013 - Present
Fidelity Investments May 2009 - June 2013
Fidelity Investments November 2006 - February 2011
Commonwealth of Massachusetts Division of Banks January 2004 - November 2006
Massachusetts Division of Banks 2004 - 2006
Skills
Business Process..., Program Management, Employee Benefits, Human Resources, Leadership, Risk Management
Education
University of Massachusetts at Lowell 2000 — 2004
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of Massachusetts at Lowell 2000 — 2004
Marketing, Business management
Harvard Management Company October 2013 - Present
Fidelity Investments March 2012 - October 2013
State Street Global Advisors June 2008 - March 2012
Foliage Software Systems April 1993 - May 2008
Voicetek January 1988 - April 1993
Ion Beam Technologies August 1987 - January 1988
Skills
Requirements Analysis, Software Development, SDLC, Agile Methodologies, Software Project..., Distributed Systems, Java, Web Services, Enterprise Architecture, Integration, Cloud Computing, SOA, Unix, Program Management, Oracle, Data Modeling, SaaS, SQL, Product Management, Architecture
Education
University of Massachusetts Lowell 1984 — 1987
BS, Physics
Worcester Polytechnic Institute 1982 — 1984
Lexington High School 1979 — 1982
Juniper Networks 2013 - Present
Biogen Idec 2012 - 2013
Cisco Systems 2011 - 2012
Eliassen Group - MassDOT 2009 - 2011
State Street Corporation 2003 - 2008
Fidelity Investments 2002 - 2003
State Street Corporation 2001 - 2002
Comverse Technologies 2000 - 2001
Open Market 2000 - 2000
Sybase 1997 - 2000
Skills
Software Project..., Project Management Tools, SharePoint, Business Process..., Middleware integration, Professional Services, Data map, Full SDLC, General Business..., Change Management, Software Documentation, SDLC, Data Warehousing, Process Improvement, Architecture, IT Strategy, Software Quality..., SaaS, Requirements Gathering, Analysis, Business Intelligence, Program Management, Scrum, SOA, Enterprise Software, Enterprise Architecture, ITIL, Middleware, Agile Project Management, E-commerce, Project Portfolio..., PMP, Cloud Computing, Budgets, Team Building, Business Process, Unix, Solution Architecture, Disaster Recovery, User Acceptance Testing, Resource Management, System Deployment, Requirements Analysis, PMO, Visio, Systems Analysis, PL/SQL, Business Requirements, Integration, Management
Education
PMI Certification
Project Management Professional, License # 956070 2014-2017
University of Massachusetts Lowell
B.S., Information Systems
Fidelity Investments September 2008 - Present
Fidelity Investments May 2006 - June 2008
Fidelity Investments October 1997 - May 2006
Computer Associates, Inc June 1988 - October 1997
Skills
DB2, Software Development, CICS, Mainframe, SDLC, COBOL, TSO, JCL, Unix, Requirements Analysis, Software Design, MVS, Requirements Gathering, Software Project...
Education
University of Massachusetts at Lowell 1969 — 1973
Bachelor of Science (B.S.), Mathematics
Keller Williams Realty August 2007 - Present
Lillian Montatlto Signature Properties March 2004 - July 2007
Fidelity Investments 1995 - 1997
Mellon Bank 1990 - 1995
The Boston Company 1990 - 1995
Skills
Listings, Buyer Representation, Short Sales, New Home Sales, Relocation, Single Family Homes, Sellers, First Time Home Buyers, Foreclosures, Condos, Investors, Real Estate, Move Up Buyers, Home Staging, ABR, Buyers, New Homes, Referrals, SFR
Education
University of Massachusetts Lowell 1988 — 1990
MBA, Finance
University of Massachusetts Lowell 1982 — 1986
B.S., Business Management
Fidelity Investments March 2008 - December 2013
Fidelity Investments April 2005 - March 2008
Putnam Investments 2000 - 2005
Skills
Mutual Funds
Education
University of Massachusetts Lowell
Fidelity Investments April 2008 - Present
Education
University of Massachusetts Lowell 2008 — 2010
Fidelity Investments October 2007 - June 2008
Fidelity Investments June 2006 - September 2007
Fidelity Investments September 2005 - June 2006
Fidelity Investments March 2004 - September 2005
PC Connection February 2000 - February 2004
The Knowledge Foundation 1998 - 1999
The Center for Business Intelligence 1995 - 1998
Education
University of Massachusetts Lowell 1984 — 1988
BS
CSMediaPro February 2003 - Present
Edulence December 2004 - February 2013
HintonHill, LLC April 2004 - December 2004
Strategic Alliance Group January 2002 - April 2004
Ecom December 2000 - January 2002
Fidelity Investments 1994 - 1996
Skills
HTML, CSS, Social Media, Digital Media, ASP.NET, C#, AJAX, Microsoft SQL Server, Web Solutions, Data Migration, Web Development, Client-server..., Software Engineering, SEO, HTML5, JavaScript, jQuery, WordPress, Dreamweaver, Web Design, HTML 5, IT Consulting, Consulting, Programming, Databases, JSON, MVC, SQL
Education
University of Massachusetts at Lowell 1989 — 1993
Bachelor's degree
ETSU
Computer Science
Swampscott High School
Fidelity Investments October 2008 - Present
Robert Half International January 2000 - October 2008
Education
University of Massachusetts at Lowell
Bachelor of Science (BS), Information Technology Business Minor
Fidelity Investments November 2013 - Present
Skills
Series 7, Series 63, Insurance, Retirement Planning, 401k, Retirement, Financial Planning, Fixed Annuities, Estate Planning, Investment Strategies, Investment Advisory, Investments, Mutual Funds
Education
University of Massachusetts Lowell
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments
Skills
SDLC, Systems Analysis, Visio, Requirements Analysis, Requirements Gathering, Data Modeling, Vendor Management, SQL, PL/SQL, Financial Services, Process Improvement, Project Management, Software Development, Access, Data Analysis, Business Analysis, Software Project...
Education
University of Massachusetts Lowell
Bachelor's of science, Finance
Enel Green Power North America, Inc. July 2014 - Present
Chase Paymentech July 2011 - January 2014
JPMorgan Chase July 2010 - December 2010
JPMorgan Chase January 2010 - June 2010
MFS November 2008 - July 2009
Fidelity Investments 2005 - 2008
Putnam investments 2002 - 2003
Skills
Excel, PeopleSoft, Reconciliation, Cash, Accounting, Fund Accounting, Equities, Funding, Account Reconciliation, SAP, Settlement, Financial Services, Financial Analysis, Financial Reporting, Fund Administration, Microsoft Excel
Education
University of Massachusetts Lowell 1998 — 2002
Business Administration, Finance
Fidelity Investments 2006 - 2013
Fidelity Investments 2001 - 2006
Fidelity Investments 1998 - 2001
Skills
Retirement, Retirement Planning, Financial Services, Mutual Funds, Relationship Management, 401k, Series 63, Vendor Management, Business Analysis
Education
University of Massachusetts Lowell 1982 — 1986
BM, Music and Business
Burt's Bees April 2014 - Present
Burt's Bees September 2010 - Present
Burt's Bees January 2009 - September 2010
Fidelity Investments 2007 - 2008
Valco 2004 - 2007
Valco Data Systems, Inc 2004 - 2007
Automotive Information Center 2000 - 2003
Skills
Cross-functional Team..., Project Management, Process Improvement, Troubleshooting, Data Analysis, Integration, Vendor Management, MS Project
Education
University of Massachusetts Lowell 1993 — 1997
Bachelor of Science, Meteorology
Fidelity Investments 2006 - Present
Victory Technologies Inc. April 2002 - April 2006
Skills
User-centered Design, Information Architecture, Interaction Design, Wire Framing, Photoshop, Wireframes, User Interface Design, Visual Design, User Experience
Education
University of Massachusetts Lowell 1990 — 1994
BFA
Fidelity Investments
Skills
Mutual Funds, Financial Services, Relationship Management, 401k, Retirement Planning, Investments, Employee Benefits, Retirement, Process Improvement
Education
University of Massachusetts Lowell 1986 — 1990
BS, Accounting
Imbibe! Denver / Denver off the Wagon / Denver Passport September 2013 - Present
Illegal Pete's June 2013 - Present
Anthropologie October 2013 - April 2014
The Owl Mag May 2013 - February 2014
Fidelity Investments July 2012 - March 2013
Fidelity Investments October 2011 - July 2012
Fidelity Investments October 2009 - October 2011
Putnam Investments September 2007 - October 2009
Skills
Investments, Mutual Funds, Financial Analysis, Access, Outlook, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Finance, Project Management, Spreadsheets, Account Reconciliation, Financial Reporting, Process Improvement, Analysis
Education
University of Massachusetts at Lowell 2005 — 2009
BS, Finance
Fidelity Investments April 2012 - Present
Fidelity Investments April 2010 - April 2012
Fidelity Investments February 2007 - April 2010
Fidelity Investments March 2006 - February 2007
Skills
Leadership, Business Development, Human Capital Management, Customer Service, Business Analysis, Change Management, Process Improvement, New Business Development, Strategic Planning, Lean Management, Lean Six Sigma, New Client..., Risk Management, Relationship Management, Budgeting, Business Strategy, Cross-functional Team..., Sales Management, Management, Process Implementation, Team Building, Six Sigma, Team Leadership, Talent Acquisition, Project Management, Business Partner Support, Cross Functional..., Client Relations, Client Services, Sales Operations, Sales Presentations, Client Presentation, Green Belt, Mutual Funds, Financial Services, Investments, Series 63, Series 7, Series 24
Education
University of Phoenix 2007 — 2010
MBA, Organizational Leadership, Finance, 3.2
University of Massachusetts Lowell 2001 — 2006
BSBA, Management, Finance
Blue Cross Blue Shield of Massachusetts 2013 - Present
MDMPROCESSES INC June 2013 - Present
Summit International Inc February 1996 - December 2013
Wellington Management January 2013 - April 2013
PAREXEL Inc February 2012 - November 2012
Fidelity Investments July 1996 - November 2011
Smart Storage Inc May 1993 - June 1996
Skills
Asset Managment, Trading System, Business Rules, SDLC, Agile Methodologies, Data Warehousing, Enterprise Architecture, SOA, Oracle, Requirements Analysis, Software Project..., Integration, ETL, Business Analysis, Strategy, Java Enterprise Edition, Data Modeling, Vendor Management, Asset Management, Informatica, Database Design, Databases, SharePoint, Software Development, Requirements Gathering, Analysis, Enterprise Software, Management, Consulting, SQL, Leadership, Business Intelligence
Education
University of Massachusetts at Lowell 1992 — 1993
M.S, Computer Science
RAIT
RAIT
Fidelity Investments February 2007 - Present
Mercer HR Services 2006 - 2007
Putnam Investments 1997 - December 2006
Skills
Mutual Funds, Financial Services, Investments, Relationship Management, Process Improvement, Securities, Series 63, Risk Management, 401k, Series 7, Equities, Call Centers
Education
UMass Lowell 1991 — 1994
Accounting/Finance
UMass Lowell 1982 — 1984
MSN, Gerontological Nursing
UMass - Lowell 1978 — 1982
BS, Nursing
Veritude September 2008 - Present
Fidelity Investments May 1997 - June 2008
Fidelity Investments 1997 - 2008
Education
University of Massachusetts Lowell 1969 — 1973
Mathematics
Fidelity Investments May 2006 - Present
PC Connection, Inc. 2000 - 2004
Education
University of Massachusetts Lowell 1984 — 1988
Fidelity Investments February 2015 - Present
Fidelity Investments April 2012 - February 2015
Fidelity Investments March 2010 - April 2012
State Street March 2007 - January 2010
State Street November 2005 - March 2007
Putnam Investments 2000 - 2005
Skills
Bloomberg, Financial Analysis, Finance, Accounting, Financial Services
Education
University of Massachusetts Lowell 1999 — 2003
Bachelors, Finance
The Crosby Company of New Hampshire August 2010 - Present
Timberland April 2010 - August 2010
Fidelity Investments 2003 - 2010
Skills
Financial Analysis, Finance, Essbase, Financial Modeling, Corporate Finance, Financial Reporting, Business Analysis, Variance Analysis, Hyperion, Financial Planning, Payroll Accounting and..., Deferred Compensation, Analytic Problem Solving, Corporate Real Estate, Financial Technology, Microsoft Excel, MS Excel Pivot Tables, Excel Models
Education
University of Massachusetts Lowell 2001 — 2004
Bachelor of Science in Business Administration, Accounting and Finance
University of Massachusetts Lowell
Bachelor of Science, Accounting
Needham Bank July 2015 - Present
Santander Bank, N.A. September 2014 - July 2015
East Boston Savings Bank October 2011 - September 2014
Citizens Bank April 2010 - October 2011
Progressive Insurance October 2008 - April 2010
Fidelity Investments October 2005 - July 2006
Skills
Certified Anti-Money..., Fraud, AML, Bank Secrecy Act, Lunch, Banking, KYC, OFAC, Anti Money Laundering, Financial Risk, Financial Services
Education
University of Massachusetts at Lowell 2002 — 2005
BS, Criminal Justice
Gardner High
Cigna September 2014 - Present
BridgePoint October 2012 - September 2014
Direct Capital Corporation May 2008 - June 2012
Fidelity Investments May 2000 - May 2008
Skills
Process Improvement, Finance, Leadership, Benefits Administration, Operations Management, Software Development, Lean Transformation, Process Architecture, Business Process...
Education
University of Massachusetts at Lowell 1982 — 1986
B.S. Computer Science, Computer Software Engineering
Olmstead Associates November 2003 - Present
HFC Striders 1965 - 2012
SSgA August 2006 - December 2011
Computershare January 2000 - December 2001
Fidelity Investments 1998 - 2000
Skills
Business Analysis, SQA, Problem Solving, Data Analysis, Visio, Vendor Management, Process Improvement, Business Requirements, Corporate Actions, Requirements Analysis, Business Process..., Analysis, Integration, Securities, Business Strategy, Testing, Strategic Planning, Requirements Gathering, Back Office, SDLC, SWIFT payments, Middle Office, SWIFT messaging, Settlement
Education
University of Massachusetts Lowell 1983 — 1988
BS, BA - Marketing
GSI Group September 2013 - Present
Aspen Technology May 2007 - April 2013
Citizens Bank October 2006 - March 2007
Putnam Investments January 2001 - May 2006
Fidelity Investments September 1998 - December 2000
Fidelity Investments March 1996 - September 1998
Veritude February 1994 - March 1996
Skills
HRIS
Education
Boston Latin Academy
College Prep
University of Massachusetts Lowell
School of Liberal Arts
Mercury Systems July 2013 - Present
FundQuest January 2004 - July 2009
Lexel Corporation June 2001 - February 2003
Fraivillig Technologies January 1998 - June 2001
Fidelity Investments September 1996 - December 1997
Skills
Software Development, Software Project..., C#, Microsoft SQL Server, Microsoft Office..., Visual Basic, XML, Integration, Agile Methodologies, Java, Apache, Program Management, System Architecture, Architectures
Education
University of Massachusetts at Lowell 1989 — 1992
BS, Electrical Engineering (minor in Computer Science)
University of Minnesota-Twin Cities 1988 — 1989
Electrical Engineering
Beth Israel Deaconess Medical Center June 2015 - Present
University of Massachusetts Lowell November 2013 - May 2015
UniFirst Corporation April 2012 - November 2013
UniFirst Corporation January 2010 - October 2012
UniFirst Corporation March 2007 - March 2010
Fidelity Investments August 2005 - March 2007
Fidelity Investments December 2003 - August 2005
Education
University of Massachusetts Lowell 2014 — 2015
Project Management Certification Program
University of Massachusetts at Lowell 1994 — 1999
Bachelor of Business Administration, Double Major: Management Information Systems (MIS) & Finance
Kronos April 2014 - Present
Kronos October 2004 - Present
Fidelity Investments September 1997 - June 2004
The Hanover Insurance Group 1993 - 1995
Skills
Microsoft SQL Server, Testing, Integration, Software Engineering, Income Tax, General Ledger, Payroll Taxes, Payroll Services, Payroll Analysis, Multi-state Payroll..., Payroll Conversions, Customer Service, Tax Returns, Human Resources, Enterprise Software, Software Quality...
Education
University of Massachusetts at Lowell 1984 — 1988
Finance, General
Fidelity Investments July 2011 - Present
Putnam Investments December 2009 - August 2010
Guess? June 2009 - January 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Data Analysis
Education
University of Massachusetts at Lowell 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Marketing
Lincoln Financial Group January 2015 - April 2015
Fidelity Investments December 2006 - July 2013
Manulife Financial August 2002 - November 2006
John Hancock Financial Services October 2000 - August 2002
Putnam Investments 1999 - 2000
Skills
Finance, Bloomberg, SharePoint, Investments, Portfolio and Security..., Financial Services, Charles River IMS, Business Objects Data..., Data Analysis, Microsoft Office, Disaster Recovery, Fixed Income, Equities, Trading, Analysis, Portfolio Management, Data Management, Project Management, Asset Management, Business Analysis, Compliance Management
Education
University of Massachusetts at Lowell
Bachelor of Science, Finance
Fidelity Investments December 2014 - Present
Fidelity Investments December 2009 - December 2014
Education
University of Massachusetts Lowell
Fidelity Investments July 2014 - Present
Fidelity Investments July 2005 - June 2014
Fidelity Investments May 2000 - June 2005
Skills
Pensions, Financial Services, Microsoft Excel, Analysis, Investments
Education
University of Massachusetts Lowell 1988 — 1992
Bachelor of Arts (B.A.), Psychology
Cafua Management Company July 2015 - Present
Fidelity Investments 2013 - 2015
Education
University of Massachusetts Lowell 2007 — 2011
Bachelor's degree, Accounting