Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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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
Ray Cattaneo Ray Cattaneo's Fidelity Investments Experience April 2000 - November 2002
Job Manager, Product Implementations Florida at CareFusion
Industry Medical Devices
Experience
CareFusion May 2010 - Present
Carefusion Corp November 2007 - Present
Fidelity Investments April 2000 - November 2002
IBM January 1997 - April 2000
Network Account Technologies 1996 - 1997
Digital Equipment Corporation 1979 - 1994
Skills
Managerial, Customer Relations, Customer Service, Cross-functional Team..., Team Building, Process Improvement, Strategic Planning, Salesforce.com, Contract Negotiation, Medical Devices, Vendor Management, Forecasting, Program Management, Business Strategy, Account Management, Portfolio Management, Sales, Start-ups, Competitive Analysis, Product Management, Sales Operations, Strategy, CRM, Product Marketing, Enterprise Software, Product Launch, Strategic Partnerships, Business Development, Sales Process, Leadership
Education
University of Massachusetts Lowell 1974 — 1978
BA, Education
University of Massachusetts at Lowell 1974 — 1978
Bachelor of Arts
CareFusion May 2010 - Present
Carefusion Corp November 2007 - Present
Fidelity Investments April 2000 - November 2002
IBM January 1997 - April 2000
Network Account Technologies 1996 - 1997
Digital Equipment Corporation 1979 - 1994
Skills
Managerial, Customer Relations, Customer Service, Cross-functional Team..., Team Building, Process Improvement, Strategic Planning, Salesforce.com, Contract Negotiation, Medical Devices, Vendor Management, Forecasting, Program Management, Business Strategy, Account Management, Portfolio Management, Sales, Start-ups, Competitive Analysis, Product Management, Sales Operations, Strategy, CRM, Product Marketing, Enterprise Software, Product Launch, Strategic Partnerships, Business Development, Sales Process, Leadership
Education
University of Massachusetts Lowell 1974 — 1978
BA, Education
University of Massachusetts at Lowell 1974 — 1978
Bachelor of Arts
Marc Colizzi Marc Colizzi's Fidelity Investments Experience November 2005 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2005 - Present
ReMax Preferred January 2004 - December 2006
ADP/Scudder Retirement Services January 2000 - October 2005
ADP Retirement Services 2000 - 2005
Putnam Investments 1998 - 1999
Skills
ERISA, Employee Benefits, 401k, Relationship Management, Retirement, Financial Services, Mutual Funds, Pensions
Education
University of Massachusetts at Lowell 1993 — 1996
Bachelor of Science (B.S.), Marketing
University of Massachusetts, Amherst 1992 — 1993
Fidelity Investments November 2005 - Present
ReMax Preferred January 2004 - December 2006
ADP/Scudder Retirement Services January 2000 - October 2005
ADP Retirement Services 2000 - 2005
Putnam Investments 1998 - 1999
Skills
ERISA, Employee Benefits, 401k, Relationship Management, Retirement, Financial Services, Mutual Funds, Pensions
Education
University of Massachusetts at Lowell 1993 — 1996
Bachelor of Science (B.S.), Marketing
University of Massachusetts, Amherst 1992 — 1993
Madhumathi Prakash Madhumathi Prakash's Fidelity Investments Experience May 2014 - August 2014
Job Technical Intern at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 2014 - August 2014
Fidelity Investments September 2013 - May 2014
Fidelity Investments December 2013 - January 2014
Fidelity Investments May 2013 - August 2013
Kumon January 2008 - April 2012
Skills
Agile Methodologies, Visio, Requirements Analysis, Requirements Gathering, Business Requirements, Systems Analysis, User Acceptance Testing, SharePoint, Oracle, Quality Center, Agile Project Management, Testing, Waterfall, Quality, Quality Assurance, Leadership, Java, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis
Education
University of Massachusetts Lowell 2013 — 2016
Bachelor's, Sciences - Computer Science concentration in Bioinformatics
Sharon High School 2009 — 2012
Fidelity Investments May 2014 - August 2014
Fidelity Investments September 2013 - May 2014
Fidelity Investments December 2013 - January 2014
Fidelity Investments May 2013 - August 2013
Kumon January 2008 - April 2012
Skills
Agile Methodologies, Visio, Requirements Analysis, Requirements Gathering, Business Requirements, Systems Analysis, User Acceptance Testing, SharePoint, Oracle, Quality Center, Agile Project Management, Testing, Waterfall, Quality, Quality Assurance, Leadership, Java, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis
Education
University of Massachusetts Lowell 2013 — 2016
Bachelor's, Sciences - Computer Science concentration in Bioinformatics
Sharon High School 2009 — 2012
Sandra Mackay Sandra Mackay's Fidelity Investments Experience August 2011 - June 2013
Job Vice President Operations and Systems Management at H&L Distribution
Industry Financial Services
Experience
H&L Distribution November 2014 - Present
Fidelity Investments August 2011 - June 2013
Fidelity Investments June 2006 - August 2011
Fidelity Investments June 1996 - June 2006
Dynamics Research Corporation March 1982 - June 1996
Skills
Quality Assurance, Software Quality..., Software Documentation, User Acceptance Testing, Waterfall, Test Strategy, Functional Requirements, Test Management, Testing, Leadership, Process Improvement, Quality Center, SDLC, Requirements Analysis, Test Planning, SharePoint, Test Automation, System Testing, Quality Control, Program Management
Education
University of Massachusetts Lowell 1976 — 1980
BA, Psychology
H&L Distribution November 2014 - Present
Fidelity Investments August 2011 - June 2013
Fidelity Investments June 2006 - August 2011
Fidelity Investments June 1996 - June 2006
Dynamics Research Corporation March 1982 - June 1996
Skills
Quality Assurance, Software Quality..., Software Documentation, User Acceptance Testing, Waterfall, Test Strategy, Functional Requirements, Test Management, Testing, Leadership, Process Improvement, Quality Center, SDLC, Requirements Analysis, Test Planning, SharePoint, Test Automation, System Testing, Quality Control, Program Management
Education
University of Massachusetts Lowell 1976 — 1980
BA, Psychology
Michael D. Ferchak Michael D. Ferchak's Fidelity Investments Experience May 2014 - Present
Job Financial Operations Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Lowell Housing Authority August 2008 - September 2009
Skills
Microsoft Word, Microsoft Operating..., Microsoft Excel, Weka, Pivot Tables, Proficient on Mac & PC..., Technical Project..., Management, PowerPoint
Education
University of Massachusetts at Lowell 2009 — 2013
Bachelor of Science (BS), Finance and Management
Fidelity Investments May 2014 - Present
Lowell Housing Authority August 2008 - September 2009
Skills
Microsoft Word, Microsoft Operating..., Microsoft Excel, Weka, Pivot Tables, Proficient on Mac & PC..., Technical Project..., Management, PowerPoint
Education
University of Massachusetts at Lowell 2009 — 2013
Bachelor of Science (BS), Finance and Management
Priscilla Wojcik Priscilla Wojcik's Fidelity Investments Experience March 2011 - Present
Job Compliance Director at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors September 2015 - Present
Fidelity Investments March 2011 - Present
Fidelity Investments May 1992 - March 2011
Fidelity Investments 1989 - 1992
Skills
SEC, FINRA, Training, Broker/Dealer..., Internal Controls, Policies and Procedures, Risk Assessment, Financial Services, Mutual Funds, Social Media, Mobile Devices
Education
University of Massachusetts at Lowell 1982 — 1986
Bachelor of Arts (B.A.), English Language and Literature, General
Pyramis Global Advisors September 2015 - Present
Fidelity Investments March 2011 - Present
Fidelity Investments May 1992 - March 2011
Fidelity Investments 1989 - 1992
Skills
SEC, FINRA, Training, Broker/Dealer..., Internal Controls, Policies and Procedures, Risk Assessment, Financial Services, Mutual Funds, Social Media, Mobile Devices
Education
University of Massachusetts at Lowell 1982 — 1986
Bachelor of Arts (B.A.), English Language and Literature, General
Martha Flint Martha Flint's Fidelity Investments Experience February 2011 - August 2011
Job Administrative Assistant
Industry Biotechnology
Experience
Alkermes April 2015 - June 2015
ConforMIS, Inc. December 2014 - January 2015
EMD Millipore May 2014 - September 2014
Fresenius Medical Care March 2012 - May 2013
Wellington Management December 2011 - February 2012
Fidelity Investments February 2011 - August 2011
KeyPoint Partners, LLC November 2008 - February 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Administrative..., Data Entry, Spreadsheets, Outlook, Time Management, Travel Arrangements, Invoicing, Calendaring, Research, Oracle
Education
University of Massachusetts Lowell 1991 — 1993
Associate's Degree, Computer and Information Systems Security/Information Assurance
Nepean High School, Ottawa, Ontario Canada 1978 — 1982
Grade 13
Alkermes April 2015 - June 2015
ConforMIS, Inc. December 2014 - January 2015
EMD Millipore May 2014 - September 2014
Fresenius Medical Care March 2012 - May 2013
Wellington Management December 2011 - February 2012
Fidelity Investments February 2011 - August 2011
KeyPoint Partners, LLC November 2008 - February 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Administrative..., Data Entry, Spreadsheets, Outlook, Time Management, Travel Arrangements, Invoicing, Calendaring, Research, Oracle
Education
University of Massachusetts Lowell 1991 — 1993
Associate's Degree, Computer and Information Systems Security/Information Assurance
Nepean High School, Ottawa, Ontario Canada 1978 — 1982
Grade 13
Ralph Berrett Ralph Berrett's Fidelity Investments Experience March 1993 - September 1993
Job Senior QA Engineer at Schnieder Electric
Industry Computer Software
Experience
Schnieder Electric April 2014 - Present
Avid Technology August 2011 - April 2014
Avid Technology June 2000 - July 2011
Andover Controls 1998 - 2000
Eastman Kodak 1997 - 1998
Phoenix Technologies May 1995 - September 1996
Phoenix Technologies May 1994 - September 1994
Fidelity Investments March 1993 - September 1993
Skills
Linux, Testing, Test Automation, Software Development, Python, Quality Assurance, Software Quality..., Agile Methodologies, C++, ClearCase, Software Engineering, Windows, JIRA, ClearQuest, Scrum, AccuRev, Bash, Dev, Java, Git
Education
UMass Lowell 1992 — 1995
Computer Science
Schnieder Electric April 2014 - Present
Avid Technology August 2011 - April 2014
Avid Technology June 2000 - July 2011
Andover Controls 1998 - 2000
Eastman Kodak 1997 - 1998
Phoenix Technologies May 1995 - September 1996
Phoenix Technologies May 1994 - September 1994
Fidelity Investments March 1993 - September 1993
Skills
Linux, Testing, Test Automation, Software Development, Python, Quality Assurance, Software Quality..., Agile Methodologies, C++, ClearCase, Software Engineering, Windows, JIRA, ClearQuest, Scrum, AccuRev, Bash, Dev, Java, Git
Education
UMass Lowell 1992 — 1995
Computer Science
Karen Niedfeldt Karen Niedfeldt's Fidelity Investments Experience November 1994 - April 1999
Job Life Underwriting Consultant at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2002 - Present
Fidelity Investments November 1994 - April 1999
Associates Leasing February 1987 - November 1994
Skills
Underwriting, Risk Assessment, Insurance, Public Speaking, Leadership, Analysis, Life Insurance, Medical Terminology, Detailed Analysis, Whole Life, Term Life Insurance, Universal Life, Mentoring, Procedure Manuals, Organizing, Project Coordination, Training & Development, Fixed Annuities, Customer Service
Education
Upper Iowa University 2008 — 2012
Bachelor of Science (BS), Finance and Financial Management Services
UMass Lowell 2000 — 2001
Northwestern Mutual September 2002 - Present
Fidelity Investments November 1994 - April 1999
Associates Leasing February 1987 - November 1994
Skills
Underwriting, Risk Assessment, Insurance, Public Speaking, Leadership, Analysis, Life Insurance, Medical Terminology, Detailed Analysis, Whole Life, Term Life Insurance, Universal Life, Mentoring, Procedure Manuals, Organizing, Project Coordination, Training & Development, Fixed Annuities, Customer Service
Education
Upper Iowa University 2008 — 2012
Bachelor of Science (BS), Finance and Financial Management Services
UMass Lowell 2000 — 2001
Katherine Dupuis Katherine Dupuis's Fidelity Investments Experience January 2007 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2007 - Present
Fidelity Investments October 1999 - January 2006
Fidelity Investments October 1997 - October 1999
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Software Project..., Business Requirements, Agile Methodologies, Financial Services, Systems Analysis, Vendor Management, SQL, Visio, Unix, Enterprise Architecture, Quality Center
Education
UMass Lowell 1992 — 1996
BA, Economics
North Middlesex Regional High School 1989 — 1992
Fidelity Investments January 2007 - Present
Fidelity Investments October 1999 - January 2006
Fidelity Investments October 1997 - October 1999
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Software Project..., Business Requirements, Agile Methodologies, Financial Services, Systems Analysis, Vendor Management, SQL, Visio, Unix, Enterprise Architecture, Quality Center
Education
UMass Lowell 1992 — 1996
BA, Economics
North Middlesex Regional High School 1989 — 1992
Vihar Parikh Vihar Parikh's Fidelity Investments Experience January 2013 - January 2015
Job Application Developer II at Oracle
Industry Telecommunications
Experience
Oracle February 2015 - Present
Fidelity Investments January 2013 - January 2015
Fidelity Investments May 2012 - August 2012
Rapid Micro Biosystems May 2011 - May 2012
Skills
Software Quality..., Perl, Testing, Automation, Databases, C++, C, Java, SQL, HTML, Microsoft Office, Scrum, Linux
Education
University of Massachusetts at Lowell 2009 — 2012
Bachelor of Science (B.S.), Computer Science and Business Administration
Oracle February 2015 - Present
Fidelity Investments January 2013 - January 2015
Fidelity Investments May 2012 - August 2012
Rapid Micro Biosystems May 2011 - May 2012
Skills
Software Quality..., Perl, Testing, Automation, Databases, C++, C, Java, SQL, HTML, Microsoft Office, Scrum, Linux
Education
University of Massachusetts at Lowell 2009 — 2012
Bachelor of Science (B.S.), Computer Science and Business Administration
Mike Bourk Mike Bourk's Fidelity Investments Experience December 1993 - Present
Job SW Engineer at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments December 1993 - Present
Sun Microsystems 1988 - 1993
NEC Electronics 1984 - 1988
Skills
Siebel, SQL, Customer Relations, Business Analysis
Education
University of Massachusetts at Lowell 1976 — 1981
BS, Business
Fidelity Investments December 1993 - Present
Sun Microsystems 1988 - 1993
NEC Electronics 1984 - 1988
Skills
Siebel, SQL, Customer Relations, Business Analysis
Education
University of Massachusetts at Lowell 1976 — 1981
BS, Business
Steve Gilchrist's Fidelity Investments Experience September 2015 - Present
Job Consultant / Sr. Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments September 2015 - Present
Newfound Consulting Services September 2011 - Present
TJX Companies Inc. May 2013 - August 2015
Covidien March 2012 - March 2013
Covidien September 2011 - March 2012
Fidelity Investments May 2011 - September 2011
The Hanover Insurance Group February 2010 - April 2011
Fidelity Investments, Personal and Workplace Investing August 2007 - February 2009
Fidelity Investments October 2005 - August 2007
Fidelity Investments January 2003 - October 2005
Skills
SDLC, Program Management, Business Analysis, Process Improvement, Vendor Management, Cross-functional Team..., ERP Implementations, ERP Oracle, ERP, Management, Business Intelligence, Business Process, PMO, Business Process..., Integration, Enterprise Software, Software Documentation, Project Management, Leadership, Enterprise Architecture, Software Development, Team Leadership, Analysis, Data Warehousing, Consulting, Project Planning, Software Project..., PMP, Project Portfolio..., Requirements Analysis, Requirements Gathering, IT Strategy, IT Management, Visio, Information Technology, Outsourcing, CRM, Operations Management, Resource Management, SharePoint, Strategy, Systems Analysis, Business Requirements, Agile Methodologies, Business Process..., Performance Management, Change Management
Education
University of Massachusetts at Lowell 1989 — 1992
MBA
Worcester State College 1973 — 1978
Mathematics
Fidelity Investments September 2015 - Present
Newfound Consulting Services September 2011 - Present
TJX Companies Inc. May 2013 - August 2015
Covidien March 2012 - March 2013
Covidien September 2011 - March 2012
Fidelity Investments May 2011 - September 2011
The Hanover Insurance Group February 2010 - April 2011
Fidelity Investments, Personal and Workplace Investing August 2007 - February 2009
Fidelity Investments October 2005 - August 2007
Fidelity Investments January 2003 - October 2005
Skills
SDLC, Program Management, Business Analysis, Process Improvement, Vendor Management, Cross-functional Team..., ERP Implementations, ERP Oracle, ERP, Management, Business Intelligence, Business Process, PMO, Business Process..., Integration, Enterprise Software, Software Documentation, Project Management, Leadership, Enterprise Architecture, Software Development, Team Leadership, Analysis, Data Warehousing, Consulting, Project Planning, Software Project..., PMP, Project Portfolio..., Requirements Analysis, Requirements Gathering, IT Strategy, IT Management, Visio, Information Technology, Outsourcing, CRM, Operations Management, Resource Management, SharePoint, Strategy, Systems Analysis, Business Requirements, Agile Methodologies, Business Process..., Performance Management, Change Management
Education
University of Massachusetts at Lowell 1989 — 1992
MBA
Worcester State College 1973 — 1978
Mathematics
Marc G Croteau Marc G Croteau's Fidelity Investments Experience June 1992 - January 1998
Job Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage June 2004 - Present
Grasso Appraisal Services January 2002 - June 2004
Starwood Hotels & Resorts October 2000 - January 2002
Fidelity Investments June 1992 - January 1998
Boston Magazine 1989 - 1993
Skills
Single Family Homes, Real Estate, Real Estate Transactions, Sellers, Buyers, Property, Buyer Representation, Residential Homes, Relocation, Condos, Selling, Listings, New Home Sales, Referrals, Short Sales, Sales
Education
University of Massachusetts Lowell 1980 — 1984
BS, Health Care Administration
Coldwell Banker Residential Brokerage June 2004 - Present
Grasso Appraisal Services January 2002 - June 2004
Starwood Hotels & Resorts October 2000 - January 2002
Fidelity Investments June 1992 - January 1998
Boston Magazine 1989 - 1993
Skills
Single Family Homes, Real Estate, Real Estate Transactions, Sellers, Buyers, Property, Buyer Representation, Residential Homes, Relocation, Condos, Selling, Listings, New Home Sales, Referrals, Short Sales, Sales
Education
University of Massachusetts Lowell 1980 — 1984
BS, Health Care Administration
Kajal Bhagat Kajal Bhagat's Fidelity Investments Experience July 2002 - February 2003
Job Senior Data Quality and Governance Consultant
Industry Pharmaceuticals
Experience
Cognizant Technology Solutions May 2007 - December 2014
Simon and Schuster October 2004 - February 2006
Millipore Corporation August 2003 - February 2004
Comcast June 2003 - October 2003
Fidelity Investments July 2002 - February 2003
Skills
Master Data Management, Data Quality, Business Analysis, Informatica, Siperian, Oracle, Data Governance, Project Management, Data Analysis, Cross-functional Team..., Business Intelligence, Analytics
Education
University of Massachusetts Lowell
Bachelor's Degree, Management Information Systems, General
Cognizant Technology Solutions May 2007 - December 2014
Simon and Schuster October 2004 - February 2006
Millipore Corporation August 2003 - February 2004
Comcast June 2003 - October 2003
Fidelity Investments July 2002 - February 2003
Skills
Master Data Management, Data Quality, Business Analysis, Informatica, Siperian, Oracle, Data Governance, Project Management, Data Analysis, Cross-functional Team..., Business Intelligence, Analytics
Education
University of Massachusetts Lowell
Bachelor's Degree, Management Information Systems, General
Travis LeBlanc Travis LeBlanc's Fidelity Investments Experience August 2015 - Present
Job Financial Representative Full Trader at Fidelity Investments
Industry Banking
Experience
Fidelity Investments August 2015 - Present
Triangle Credit Union August 2013 - August 2015
BJ's Wholesale Club November 2009 - August 2013
LogixHealth June 2012 - April 2013
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Data Entry, Accounting, Customer Service, Time Management, Leadership, Finance, Management Accounting, Financial Accounting, Books, Microsoft Office, Outlook, Access, QuickBooks, PeopleSoft, Customer Relations, Customer Retention
Education
University of Massachusetts at Lowell 2007 — 2012
Bachelor of Science (B.S.), Finance, General
North Middlesex
Fidelity Investments August 2015 - Present
Triangle Credit Union August 2013 - August 2015
BJ's Wholesale Club November 2009 - August 2013
LogixHealth June 2012 - April 2013
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Data Entry, Accounting, Customer Service, Time Management, Leadership, Finance, Management Accounting, Financial Accounting, Books, Microsoft Office, Outlook, Access, QuickBooks, PeopleSoft, Customer Relations, Customer Retention
Education
University of Massachusetts at Lowell 2007 — 2012
Bachelor of Science (B.S.), Finance, General
North Middlesex
Mat Griswould II Mat Griswould II's Fidelity Investments Experience December 2005 - January 2007
Job Support Professional
Industry Legal Services
Experience
Brainshark May 2012 - Present
Ayer-Shirley Regional School District August 2000 - Present
SAI Global January 2011 - May 2012
Integrity Interactive March 2009 - January 2011
Integrity Interactive August 2008 - March 2009
Integrity Interactive April 2007 - August 2008
Fidelity Investments December 2005 - January 2007
Fidelity Investments January 2005 - December 2005
Skills
Technical Support, CRM, Salesforce.com, SaaS, Customer Service, Enterprise Software, Training, Customer Support, Cloud Computing, CSS, Coaching, Databases, Brainshark, GoToMeeting, WebEx, SlideShark, Project Management, iOS, Android, Apple Safari, Mac OS, Opera, Zendesk, Microsoft Office, Captivate, Camtasia, Audacity, Management, Leadership, Microsoft Excel, Team Leadership
Education
University of Massachusetts at Lowell 2000 — 2004
History, Psychology
Ayer High School 1996 — 2000
High school diploma
Brainshark May 2012 - Present
Ayer-Shirley Regional School District August 2000 - Present
SAI Global January 2011 - May 2012
Integrity Interactive March 2009 - January 2011
Integrity Interactive August 2008 - March 2009
Integrity Interactive April 2007 - August 2008
Fidelity Investments December 2005 - January 2007
Fidelity Investments January 2005 - December 2005
Skills
Technical Support, CRM, Salesforce.com, SaaS, Customer Service, Enterprise Software, Training, Customer Support, Cloud Computing, CSS, Coaching, Databases, Brainshark, GoToMeeting, WebEx, SlideShark, Project Management, iOS, Android, Apple Safari, Mac OS, Opera, Zendesk, Microsoft Office, Captivate, Camtasia, Audacity, Management, Leadership, Microsoft Excel, Team Leadership
Education
University of Massachusetts at Lowell 2000 — 2004
History, Psychology
Ayer High School 1996 — 2000
High school diploma
lisa prezzano lisa prezzano's Fidelity Investments Experience April 2000 - March 2005
Job Senior Program Manager at AARP Services
Industry Financial Services
Experience
AARP Services November 2010 - Present
AARP Financial2005-2009 November 2009 - Present
AARP Services January 2009 - Present
AARP Financial November 2005 - August 2009
Fidelity Investments April 2000 - March 2005
Fidelity Investments January 2000 - January 2005
Scudder Investor Services, Inc January 1998 - January 1999
Putnam Investments January 1997 - January 1998
Eastpak July 1995 - September 1997
CPM July 1993 - July 1995
Education
Univeristy of Massachusetts Lowell 1984 — 1987
BA, History
University of Massachusetts Lowell
B.A, History
AARP Services November 2010 - Present
AARP Financial2005-2009 November 2009 - Present
AARP Services January 2009 - Present
AARP Financial November 2005 - August 2009
Fidelity Investments April 2000 - March 2005
Fidelity Investments January 2000 - January 2005
Scudder Investor Services, Inc January 1998 - January 1999
Putnam Investments January 1997 - January 1998
Eastpak July 1995 - September 1997
CPM July 1993 - July 1995
Education
Univeristy of Massachusetts Lowell 1984 — 1987
BA, History
University of Massachusetts Lowell
B.A, History
Tracy Ruyffelaert Tracy Ruyffelaert's Fidelity Investments Experience December 2005 - January 2011
Job Graduate Student SNHU in Elementary Ed
Industry Financial Services
Experience
Fidelity Investments December 2005 - January 2011
Work Opportunities Unlimited 2002 - 2005
Education
University of Massachusetts Lowell 1996 — 2001
BS, Criminal Justice
Fidelity Investments December 2005 - January 2011
Work Opportunities Unlimited 2002 - 2005
Education
University of Massachusetts Lowell 1996 — 2001
BS, Criminal Justice
Kerin Foley Kerin Foley's Fidelity Investments Experience December 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
TD July 2011 - December 2014
Skills
Retail Banking, Commercial Banking, Credit, Banking, Credit Analysis, Loans, Consumer Lending, Commercial Lending, Small Business Lending, Lines Of Credit, Cash Management, Cross Selling, Mortgage Lending, Deposits, Credit Risk
Education
University of Massachusetts Lowell 2009 — 2013
Bachelor of Science (BS), Finance, General
Fidelity Investments December 2014 - Present
TD July 2011 - December 2014
Skills
Retail Banking, Commercial Banking, Credit, Banking, Credit Analysis, Loans, Consumer Lending, Commercial Lending, Small Business Lending, Lines Of Credit, Cash Management, Cross Selling, Mortgage Lending, Deposits, Credit Risk
Education
University of Massachusetts Lowell 2009 — 2013
Bachelor of Science (BS), Finance, General
Tony Fusco Tony Fusco's Fidelity Investments Experience August 1999 - December 2002
Job Information Systems Analyst at Pentucket Medical Associates
Industry Information Technology and Services
Experience
Pentucket Medical Associates September 2014 - Present
UCW Inc. September 2012 - September 2014
Kettle Cuisine March 2005 - September 2011
Turnkey Designer, LLC January 2003 - March 2005
Fidelity Investments August 1999 - December 2002
M/A-COM Antenna & Cable July 1995 - August 1999
Laidlaw Environmental Services March 1992 - July 1995
Skills
Entrepreneur, Engineer, Manager, Programmer, Business Analysis, ERP, SaaS, Project Management, Management, Entrepreneurship, Software Documentation, Leadership, Integration, Cloud Computing
Education
University of Massachusetts at Lowell
BS, Computer Science
Pentucket Medical Associates September 2014 - Present
UCW Inc. September 2012 - September 2014
Kettle Cuisine March 2005 - September 2011
Turnkey Designer, LLC January 2003 - March 2005
Fidelity Investments August 1999 - December 2002
M/A-COM Antenna & Cable July 1995 - August 1999
Laidlaw Environmental Services March 1992 - July 1995
Skills
Entrepreneur, Engineer, Manager, Programmer, Business Analysis, ERP, SaaS, Project Management, Management, Entrepreneurship, Software Documentation, Leadership, Integration, Cloud Computing
Education
University of Massachusetts at Lowell
BS, Computer Science
Walter Carey Walter Carey's Fidelity Investments Experience December 2011 - Present
Job Sr. QDRO Analyst (f/k/a QDRO Service Manager) at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2011 - Present
Fidelity Investments April 1996 - December 2011
Fidelity Investments January 1995 - April 1996
Equifax April 1991 - January 1995
Skills
Six Sigma, Loans, Defined Benefit, Valuation, Customer Satisfaction, Retirement, 401k, Process Improvement, Defined Contribution, Mutual Funds, Microsoft Excel, Insurance, Series 63, Management, Pensions, Financial Services, Non-Qualified Deferred..., Investments, Series 7, Qualified Retirement..., Retirement Planning, Securities, ERISA, Employee Benefits, Series 6, Pension Funds, Retirement Plan..., Asset Allocation, Investment Strategies, Investment Advisory, Relationship Management, 403 b, Fixed Income, FINRA, CRM, Bloomberg, Asset Management, Portfolio Management, Benefits Administration, Risk Management, Wealth Management..., Wealth Management, Investment Management, Strategic Financial..., Financial Planning
Education
Western New England University 1992 — 1997
MBA, Finance
University of Massachusetts Lowell 1985 — 1990
B.S., Meterology
Fidelity Investments December 2011 - Present
Fidelity Investments April 1996 - December 2011
Fidelity Investments January 1995 - April 1996
Equifax April 1991 - January 1995
Skills
Six Sigma, Loans, Defined Benefit, Valuation, Customer Satisfaction, Retirement, 401k, Process Improvement, Defined Contribution, Mutual Funds, Microsoft Excel, Insurance, Series 63, Management, Pensions, Financial Services, Non-Qualified Deferred..., Investments, Series 7, Qualified Retirement..., Retirement Planning, Securities, ERISA, Employee Benefits, Series 6, Pension Funds, Retirement Plan..., Asset Allocation, Investment Strategies, Investment Advisory, Relationship Management, 403 b, Fixed Income, FINRA, CRM, Bloomberg, Asset Management, Portfolio Management, Benefits Administration, Risk Management, Wealth Management..., Wealth Management, Investment Management, Strategic Financial..., Financial Planning
Education
Western New England University 1992 — 1997
MBA, Finance
University of Massachusetts Lowell 1985 — 1990
B.S., Meterology
Justin Limoli's Fidelity Investments Experience December 2011 - January 2012
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte September 2013 - Present
Puma June 2012 - June 2013
Fidelity Investments December 2011 - January 2012
Fidelity Investments May 2011 - August 2011
Delaware Valley Corp May 2008 - August 2008
Education
University of Massachusetts at Lowell 2012 — 2013
Master of Science (MS), Accounting
University of Massachusetts at Lowell 2008 — 2012
BSBA, Accounting
Deloitte September 2013 - Present
Puma June 2012 - June 2013
Fidelity Investments December 2011 - January 2012
Fidelity Investments May 2011 - August 2011
Delaware Valley Corp May 2008 - August 2008
Education
University of Massachusetts at Lowell 2012 — 2013
Master of Science (MS), Accounting
University of Massachusetts at Lowell 2008 — 2012
BSBA, Accounting
Margaret Alfonso, PMP Margaret Alfonso, PMP's Fidelity Investments Experience August 1995 - December 1999
Job Project Manager at IMP Consulting
Industry Financial Services
Experience
IMP Partners September 2004 - Present
JP Morgan Chase January 1999 - May 2004
Fidelity Investments August 1995 - December 1999
Scudder Investments 1989 - 1995
Boston Financial Data Services 1986 - 1989
Hills Department Stores 1985 - 1986
Skills
Mutual Funds, Asset Management, Investment Management, Trading, Fixed Income, Equities, Financial Services, Project Management, Hedge Funds, Bloomberg, Process Improvement, Trading Systems, Change Management, Investments, Business Analysis, Asset Managment, Series 63, Vendor Management, Risk Management, Portfolio Management, Securities, Order Management
Education
University of Massachusetts at Lowell 1981 — 1985
Bachelor of Science (B.S.), Business Administration, Management and Operations
IMP Partners September 2004 - Present
JP Morgan Chase January 1999 - May 2004
Fidelity Investments August 1995 - December 1999
Scudder Investments 1989 - 1995
Boston Financial Data Services 1986 - 1989
Hills Department Stores 1985 - 1986
Skills
Mutual Funds, Asset Management, Investment Management, Trading, Fixed Income, Equities, Financial Services, Project Management, Hedge Funds, Bloomberg, Process Improvement, Trading Systems, Change Management, Investments, Business Analysis, Asset Managment, Series 63, Vendor Management, Risk Management, Portfolio Management, Securities, Order Management
Education
University of Massachusetts at Lowell 1981 — 1985
Bachelor of Science (B.S.), Business Administration, Management and Operations
Suketu Shah Suketu Shah's Fidelity Investments Experience September 2008 - February 2009
Job Lead Engineer at National Grid
Industry Utilities
Experience
National Grid October 2013 - Present
National Grid February 2011 - October 2013
National Grid November 2009 - February 2011
Fidelity Investments September 2008 - February 2009
Aramark June 2004 - September 2008
Education
Worcester Polytechnic Institute 2013 — 2015
Master of Science (MS), Power Systems Management
San Jose State University 1998 — 2004
Bachelor of Science (BS), Mechanical Engineering
University of Massachusetts Lowell 2009 — 2009
Certification, Project Management
National Grid October 2013 - Present
National Grid February 2011 - October 2013
National Grid November 2009 - February 2011
Fidelity Investments September 2008 - February 2009
Aramark June 2004 - September 2008
Education
Worcester Polytechnic Institute 2013 — 2015
Master of Science (MS), Power Systems Management
San Jose State University 1998 — 2004
Bachelor of Science (BS), Mechanical Engineering
University of Massachusetts Lowell 2009 — 2009
Certification, Project Management
Kyle O'Malley Kyle O'Malley's Fidelity Investments Experience August 2011 - February 2012
Job Resource Manager at Tradesource
Industry Construction
Experience
Tradesource March 2015 - Present
Tradesource May 2014 - March 2015
Converse May 2012 - May 2014
Vital Auto Groupe May 2010 - May 2014
Fidelity Investments August 2011 - February 2012
Skills
Computers, Automotive Restoration, Sales, Customer Service, Sales Operations, Landscaping, Account Management, Retail, Social Networking, Marketing, Social Media Marketing, Marketing Communications, Online Marketing, Microsoft Office, Cold Calling, Project Planning, PowerPoint, Automotive, Insurance, Merchandising, Customer Experience, Retail Sales, Teamwork
Education
University of Massachusetts Lowell 2012 — 2014
Bachelor of Arts (B.A.), Psychology, History. Minor in Political Science
Tradesource March 2015 - Present
Tradesource May 2014 - March 2015
Converse May 2012 - May 2014
Vital Auto Groupe May 2010 - May 2014
Fidelity Investments August 2011 - February 2012
Skills
Computers, Automotive Restoration, Sales, Customer Service, Sales Operations, Landscaping, Account Management, Retail, Social Networking, Marketing, Social Media Marketing, Marketing Communications, Online Marketing, Microsoft Office, Cold Calling, Project Planning, PowerPoint, Automotive, Insurance, Merchandising, Customer Experience, Retail Sales, Teamwork
Education
University of Massachusetts Lowell 2012 — 2014
Bachelor of Arts (B.A.), Psychology, History. Minor in Political Science
Lisa Szpak's Fidelity Investments Experience September 1996 - February 1997
Job Senior QA Engineer at Nuance Communications
Industry Computer Software
Experience
Nuance Communications February 2013 - Present
Nuance Communications March 2012 - February 2013
Nuance Communications November 2006 - March 2012
Autodesk October 2005 - August 2007
KANA Software October 2003 - October 2005
KANA Software January 2000 - June 2003
DAVOX CORPORATION July 1998 - January 2000
GEAC/FASFAX July 1997 - July 1998
Fidelity Investments September 1996 - February 1997
Personal Banker May 1990 - June 1995
Skills
Visual Basic, WinRunner, AIX, Weblogic, Unix, Genesys, Cisco, IIS, Test Planning, Software Documentation, Software Quality..., Quality Assurance, Cisco Technologies, SQL, CRM, Enterprise Software, Integration, Agile Methodologies, Java, Professional Services, Testing, Linux, XML
Education
University of New Hampshire 1984 — 1988
BA, Communications
University of Massachusetts Lowell
credit classes, Java, Visual Basic 6
Nuance Communications February 2013 - Present
Nuance Communications March 2012 - February 2013
Nuance Communications November 2006 - March 2012
Autodesk October 2005 - August 2007
KANA Software October 2003 - October 2005
KANA Software January 2000 - June 2003
DAVOX CORPORATION July 1998 - January 2000
GEAC/FASFAX July 1997 - July 1998
Fidelity Investments September 1996 - February 1997
Personal Banker May 1990 - June 1995
Skills
Visual Basic, WinRunner, AIX, Weblogic, Unix, Genesys, Cisco, IIS, Test Planning, Software Documentation, Software Quality..., Quality Assurance, Cisco Technologies, SQL, CRM, Enterprise Software, Integration, Agile Methodologies, Java, Professional Services, Testing, Linux, XML
Education
University of New Hampshire 1984 — 1988
BA, Communications
University of Massachusetts Lowell
credit classes, Java, Visual Basic 6
Sheryl Doherty Sheryl Doherty's Fidelity Investments Experience October 2007 - February 2008
Job Scrum Master at Staples
Industry Information Technology and Services
Experience
Staples September 2010 - Present
Staples April 2010 - September 2010
American Student Assistance March 2008 - November 2009
Fidelity Investments October 2007 - February 2008
Concentra July 2005 - October 2006
Genuity September 1993 - July 2002
Skills
Agile Methodologies, Agile & Waterfall..., Business Analysis, Business Process, SDLC, Requirements Gathering, Requirements Analysis, Team Management, Software Project..., Visio, Software Documentation, Databases, Process Improvement, Project Management, Vendor Management, Test Planning
Education
University of Massachusetts Lowell
Staples September 2010 - Present
Staples April 2010 - September 2010
American Student Assistance March 2008 - November 2009
Fidelity Investments October 2007 - February 2008
Concentra July 2005 - October 2006
Genuity September 1993 - July 2002
Skills
Agile Methodologies, Agile & Waterfall..., Business Analysis, Business Process, SDLC, Requirements Gathering, Requirements Analysis, Team Management, Software Project..., Visio, Software Documentation, Databases, Process Improvement, Project Management, Vendor Management, Test Planning
Education
University of Massachusetts Lowell
Rick Robichaud, CFP® Rick Robichaud, CFP®'s Fidelity Investments Experience January 2007 - Present
Job Director Relationship Officer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2007 - Present
Fidelity Investments December 2003 - January 2007
Fidelity Investments August 2000 - December 2003
Skills
Equities, Process Improvement, Mutual Funds, Program Management, Team Building, Integration, Asset Allocation, Series 7, Project Management, Cross-functional Team..., Leadership, Operations Management, Financial Services, Banking, Wealth Management, Relationship Management, Series 63, Coaching, Asset Management, Retirement Planning, FINRA, Business Analysis, Portfolio Management, Investments, Management, Bonds, Financial Analysis, Uniform Combined State..., 401k, Risk Management, Financial Modeling, Investment Advisory, Securities
Education
University of Massachusetts at Lowell 1986 — 1990
Finance, General
Fidelity Investments January 2007 - Present
Fidelity Investments December 2003 - January 2007
Fidelity Investments August 2000 - December 2003
Skills
Equities, Process Improvement, Mutual Funds, Program Management, Team Building, Integration, Asset Allocation, Series 7, Project Management, Cross-functional Team..., Leadership, Operations Management, Financial Services, Banking, Wealth Management, Relationship Management, Series 63, Coaching, Asset Management, Retirement Planning, FINRA, Business Analysis, Portfolio Management, Investments, Management, Bonds, Financial Analysis, Uniform Combined State..., 401k, Risk Management, Financial Modeling, Investment Advisory, Securities
Education
University of Massachusetts at Lowell 1986 — 1990
Finance, General
Traci Varnum Traci Varnum's Fidelity Investments Experience September 2011 - May 2013
Job ECommerce Site Coordinator
Industry Retail
Experience
Timberland November 2014 - Present
Harte Hanks May 2013 - October 2014
Fidelity Investments September 2011 - May 2013
Starbucks Coffee Company October 2010 - August 2011
Spencer Gifts March 2007 - October 2010
Spencer Gifts March 2007 - October 2010
Spencer Gifts July 2008 - November 2008
Skills
Social Media Marketing, Marketing, Social Media, Social Networking, Corporate Branding, Customer Satisfaction, Brand Development, Inbound marketing, Marketing Strategy, Marketing Support, Online marketing, Lead generation, Strategic Planning, Email Marketing, Management, Sales, Eloqua, Customer Service, Merchandising, Blogging, Twitter, Facebook, Branding, Brand Marketing, Time Management, Attention to Detail, Lead Generation
Education
University of Massachusetts Lowell 2005 — 2009
BSBA, Marketing, Management, Psychology
Timberland November 2014 - Present
Harte Hanks May 2013 - October 2014
Fidelity Investments September 2011 - May 2013
Starbucks Coffee Company October 2010 - August 2011
Spencer Gifts March 2007 - October 2010
Spencer Gifts March 2007 - October 2010
Spencer Gifts July 2008 - November 2008
Skills
Social Media Marketing, Marketing, Social Media, Social Networking, Corporate Branding, Customer Satisfaction, Brand Development, Inbound marketing, Marketing Strategy, Marketing Support, Online marketing, Lead generation, Strategic Planning, Email Marketing, Management, Sales, Eloqua, Customer Service, Merchandising, Blogging, Twitter, Facebook, Branding, Brand Marketing, Time Management, Attention to Detail, Lead Generation
Education
University of Massachusetts Lowell 2005 — 2009
BSBA, Marketing, Management, Psychology
Sunil Balaganchi Thammaiah Sunil Balaganchi Thammaiah's Fidelity Investments Experience July 2012 - Present
Job Associate Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments March 2012 - July 2012
UMass Lowell August 2010 - December 2011
Fidelity Investments May 2011 - August 2011
Synchronoss Technologies Inc January 2009 - August 2010
Minacs August 2008 - December 2008
Skills
Java, Testing, Web Applications, Test Automation, C++, Android, Networking, Oracle, Programming, Regression Testing, SQL, Eclipse, Spring, Unix, C
Education
University of Massachusetts at Lowell 2010 — 2012
Masters Degree, Computer Science
Visvesvaraya Technological University 2004 — 2008
Bachelor of Engineering, Information Science
Fidelity Investments July 2012 - Present
Fidelity Investments March 2012 - July 2012
UMass Lowell August 2010 - December 2011
Fidelity Investments May 2011 - August 2011
Synchronoss Technologies Inc January 2009 - August 2010
Minacs August 2008 - December 2008
Skills
Java, Testing, Web Applications, Test Automation, C++, Android, Networking, Oracle, Programming, Regression Testing, SQL, Eclipse, Spring, Unix, C
Education
University of Massachusetts at Lowell 2010 — 2012
Masters Degree, Computer Science
Visvesvaraya Technological University 2004 — 2008
Bachelor of Engineering, Information Science
Steve Borowick's Fidelity Investments Experience April 2003 - December 2011
Job Sr User Experience Designer at Bamboo Rose Inc
Industry Design
Experience
Bamboo Rose October 2014 - Present
Monster Wave Studios LLC May 2011 - Present
Laddawn, Inc. October 2012 - October 2014
Demos on Demand 2014 - 2014
The Big Studio May 2011 - March 2012
CAST - Center for Applied Special Technology June 2012 - 2012
Mass.Gov May 2011 - December 2011
Fidelity Investments April 2003 - December 2011
Julian Stevens Advertising December 2001 - May 2003
Computer Science Corporation January 2000 - December 2001
Skills
User Experience, Information Architecture, User Interface Design, Interaction Design, User-centered Design, User Experience Design, Creative Direction, User Interface, User Research, Persona, Wireframes, Experience Design, Information Design, Design Strategy, Web Design, Wire Framing, Usability Testing, Heuristic Evaluation, Storyboarding, Paper Prototyping, HTML 5, CSS 3
Education
University of Massachusetts at Lowell 1989 — 1993
BFA, Graphic Design
Bamboo Rose October 2014 - Present
Monster Wave Studios LLC May 2011 - Present
Laddawn, Inc. October 2012 - October 2014
Demos on Demand 2014 - 2014
The Big Studio May 2011 - March 2012
CAST - Center for Applied Special Technology June 2012 - 2012
Mass.Gov May 2011 - December 2011
Fidelity Investments April 2003 - December 2011
Julian Stevens Advertising December 2001 - May 2003
Computer Science Corporation January 2000 - December 2001
Skills
User Experience, Information Architecture, User Interface Design, Interaction Design, User-centered Design, User Experience Design, Creative Direction, User Interface, User Research, Persona, Wireframes, Experience Design, Information Design, Design Strategy, Web Design, Wire Framing, Usability Testing, Heuristic Evaluation, Storyboarding, Paper Prototyping, HTML 5, CSS 3
Education
University of Massachusetts at Lowell 1989 — 1993
BFA, Graphic Design
Nicholas Jannone's Fidelity Investments Experience May 2014 - Present
Job Active Trader Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments July 2013 - April 2014
Fidelity Investments January 2013 - July 2013
Northwestern Mutual Financial Network January 2012 - October 2012
Skills
Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Series 7, Series 63, Customer Relations, Client Development, Strategic Planning, Microsoft Office, Teamwork, Project Management, Negotiation, Asset Managment, Asset Management, Sales
Education
University of Massachusetts Lowell 2008 — 2012
Bachelor of Science in Business Administration, Business Administration; Finance and International Business
Wilmington High School 2004 — 2012
Fidelity Investments May 2014 - Present
Fidelity Investments July 2013 - April 2014
Fidelity Investments January 2013 - July 2013
Northwestern Mutual Financial Network January 2012 - October 2012
Skills
Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Series 7, Series 63, Customer Relations, Client Development, Strategic Planning, Microsoft Office, Teamwork, Project Management, Negotiation, Asset Managment, Asset Management, Sales
Education
University of Massachusetts Lowell 2008 — 2012
Bachelor of Science in Business Administration, Business Administration; Finance and International Business
Wilmington High School 2004 — 2012
Ryan Coughlin Ryan Coughlin's Fidelity Investments Experience October 2011 - October 2013
Job Senior Risk Analyst at JPMorgan Chase Chase Paymentech
Industry Financial Services
Experience
Chase Paymentech January 2015 - Present
Chase Paymentech October 2013 - January 2015
Fidelity Investments October 2011 - October 2013
Skills
Background Checks, Due Diligence, Credit Card Fraud, Risk Assessment, Investigation, Fraud Detection, Microsoft Office, Financial Risk, Research, Project Management, Case Managment, Financial Investigation, Corporate Security
Education
University of Massachusetts Lowell 2009 — 2011
Bachelor of Science (BS), Criminal Justice, 3.51
University of Rhode Island 2007 — 2008
Chase Paymentech January 2015 - Present
Chase Paymentech October 2013 - January 2015
Fidelity Investments October 2011 - October 2013
Skills
Background Checks, Due Diligence, Credit Card Fraud, Risk Assessment, Investigation, Fraud Detection, Microsoft Office, Financial Risk, Research, Project Management, Case Managment, Financial Investigation, Corporate Security
Education
University of Massachusetts Lowell 2009 — 2011
Bachelor of Science (BS), Criminal Justice, 3.51
University of Rhode Island 2007 — 2008
Robert Verrico Robert Verrico's Fidelity Investments Experience January 2006 - December 2006
Job Financial Reporting Manager Stone Coast Fund Services, LLC
Industry Financial Services
Experience
Stone Coast Fund Services January 2014 - Present
JPMorgan Chase January 2013 - December 2013
State Street January 2010 - December 2012
State Street January 2007 - December 2009
Fidelity Investments January 2006 - December 2006
Putnam Investments January 2005 - December 2005
Skills
Hedge Funds, Alternative Investments, Project Management, Strategic Planning, GAAP, Financial Reporting, Management, US GAAP, Private Equity, Microsoft Excel, Fund Accounting
Education
University of Massachusetts at Lowell
Bachelor's degree, Marketing and Finance
North Reading High School
Stone Coast Fund Services January 2014 - Present
JPMorgan Chase January 2013 - December 2013
State Street January 2010 - December 2012
State Street January 2007 - December 2009
Fidelity Investments January 2006 - December 2006
Putnam Investments January 2005 - December 2005
Skills
Hedge Funds, Alternative Investments, Project Management, Strategic Planning, GAAP, Financial Reporting, Management, US GAAP, Private Equity, Microsoft Excel, Fund Accounting
Education
University of Massachusetts at Lowell
Bachelor's degree, Marketing and Finance
North Reading High School
Nikko Tremblay Nikko Tremblay's Fidelity Investments Experience June 2013 - Present
Job Senior Financial Specialist
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments July 2014 - May 2015
Fidelity Investments June 2012 - April 2013
Garcia Brogan's May 2011 - April 2012
Skills
Teamwork, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Phone Etiquette, Outlook, Series 63, Series 7, Mutual Funds, Stock Trading, Series 9, Series 10, Bloomberg Terminal, Risk Management
Education
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Business Administration, Finance/ International Business, 3.61
Fidelity Investments June 2013 - Present
Fidelity Investments July 2014 - May 2015
Fidelity Investments June 2012 - April 2013
Garcia Brogan's May 2011 - April 2012
Skills
Teamwork, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Phone Etiquette, Outlook, Series 63, Series 7, Mutual Funds, Stock Trading, Series 9, Series 10, Bloomberg Terminal, Risk Management
Education
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Business Administration, Finance/ International Business, 3.61
Lindsay Geoffroy Lindsay Geoffroy's Fidelity Investments Experience February 2014 - October 2014
Job Sales Operations Coordinator at Lionbridge onDemand
Industry Writing and Editing
Experience
Lionbridge August 2015 - Present
Digital Federal Credit Union October 2014 - August 2015
Fidelity Investments February 2014 - October 2014
MRCC May 2013 - August 2013
Digital Federal Credit Union June 2010 - June 2013
Postal Center USA May 2007 - June 2010
Skills
Writing, Creative Writing, Proofreading, Team Leadership, Organization, Conflict Resolution, Professional Writing, Technical Writing, Copy Editing, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, RFP Generation, Blogging, Marketing, Blog Marketing, Filezilla, Photoshop, Social Media, Editing, Training, Project Coordination, Management, Time Management, Customer Service, Communication, Spanish, Event Planning, Event Management, Social Networking, Marketing Strategy, Social Media Marketing, Finance, Banking, Retail Banking, Loans, Credit, Sales, Cross Selling, Cash Management
Education
UMass Lowell 2009 — 2013
Bachelor of Arts (B.A.), English, 3.9
Tyngsboro High School 2005 — 2009
High School Diploma, General Studies
Lionbridge August 2015 - Present
Digital Federal Credit Union October 2014 - August 2015
Fidelity Investments February 2014 - October 2014
MRCC May 2013 - August 2013
Digital Federal Credit Union June 2010 - June 2013
Postal Center USA May 2007 - June 2010
Skills
Writing, Creative Writing, Proofreading, Team Leadership, Organization, Conflict Resolution, Professional Writing, Technical Writing, Copy Editing, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, RFP Generation, Blogging, Marketing, Blog Marketing, Filezilla, Photoshop, Social Media, Editing, Training, Project Coordination, Management, Time Management, Customer Service, Communication, Spanish, Event Planning, Event Management, Social Networking, Marketing Strategy, Social Media Marketing, Finance, Banking, Retail Banking, Loans, Credit, Sales, Cross Selling, Cash Management
Education
UMass Lowell 2009 — 2013
Bachelor of Arts (B.A.), English, 3.9
Tyngsboro High School 2005 — 2009
High School Diploma, General Studies
Nicholas DeJesus's Fidelity Investments Experience September 2013 - Present
Job Quality Control Analyst Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Skills
Leadership, Pension Administration, Communication, Change Management, Quality Assurance, Business Analysis, Management, Pensions, Process Improvement, Retirement, Retirement Planning, Risk Management, Team Leadership, Training, Financial Services, Investments, Strategic Financial..., Asset Management, Series 7, Wealth Management, Auditing
Education
University of Massachusetts at Lowell 2001 — 2005
Bachelor's degree, Business Management
Fidelity Investments September 2013 - Present
Skills
Leadership, Pension Administration, Communication, Change Management, Quality Assurance, Business Analysis, Management, Pensions, Process Improvement, Retirement, Retirement Planning, Risk Management, Team Leadership, Training, Financial Services, Investments, Strategic Financial..., Asset Management, Series 7, Wealth Management, Auditing
Education
University of Massachusetts at Lowell 2001 — 2005
Bachelor's degree, Business Management
Laurell Christmas's Fidelity Investments Experience 2000 - Present
Job Senior Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments - FinOps May 2012 - Present
Fidelity Investments 2000 - Present
BankBoston October 1994 - July 2000
Bank of Boston 1995 - 2000
Skills
Visio
Education
University of Massachusetts Lowell 1990 — 1994
Fidelity Investments - FinOps May 2012 - Present
Fidelity Investments 2000 - Present
BankBoston October 1994 - July 2000
Bank of Boston 1995 - 2000
Skills
Visio
Education
University of Massachusetts Lowell 1990 — 1994
Nadia Christmas's Fidelity Investments Experience September 2007 - Present
Job Pension Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2007 - Present
Fidelity Investments May 2004 - September 2007
Fresenius Medical Care, NA May 2001 - May 2004
Teletech Holdings 1999 - 2001
Education
University of Massachusetts, Lowell 1995 — 2000
Fidelity Investments September 2007 - Present
Fidelity Investments May 2004 - September 2007
Fresenius Medical Care, NA May 2001 - May 2004
Teletech Holdings 1999 - 2001
Education
University of Massachusetts, Lowell 1995 — 2000
Kimberly (Carter) Caron's Fidelity Investments Experience November 2011 - Present
Job Senior QDRO Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Fidelity Investments October 2009 - November 2011
Fidelity Investments 2007 - 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2002 - 2004
Fidelity Investments 2001 - 2002
Fidelity Investments January 2000 - 2001
Skills
Defined Benefit, Financial Services, Defined Contribution, Actuarial Science, Payroll, Mutual Funds, Access, Bloomberg, Investments, Risk Management, 401k, Process Improvement
Education
University of Massachusetts at Lowell 1993 — 1998
BS & MA, Criminal Justice
Fidelity Investments November 2011 - Present
Fidelity Investments October 2009 - November 2011
Fidelity Investments 2007 - 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2002 - 2004
Fidelity Investments 2001 - 2002
Fidelity Investments January 2000 - 2001
Skills
Defined Benefit, Financial Services, Defined Contribution, Actuarial Science, Payroll, Mutual Funds, Access, Bloomberg, Investments, Risk Management, 401k, Process Improvement
Education
University of Massachusetts at Lowell 1993 — 1998
BS & MA, Criminal Justice
Rob Scioletti's Fidelity Investments Experience December 1993 - August 1999
Job Sr. Business Systems Analyst at Liberty Mutual
Industry Insurance
Experience
Liberty Mutual March 2005 - Present
Leapfrog Systems January 2004 - February 2005
Dice Technology March 2003 - September 2003
Wellington Management Company 1999 - 2003
Fidelity Investments December 1993 - August 1999
Education
University of Massachusetts Lowell 1982 — 1987
B.S., Mechanical Engineering
Liberty Mutual March 2005 - Present
Leapfrog Systems January 2004 - February 2005
Dice Technology March 2003 - September 2003
Wellington Management Company 1999 - 2003
Fidelity Investments December 1993 - August 1999
Education
University of Massachusetts Lowell 1982 — 1987
B.S., Mechanical Engineering
Russ Hawkins's Fidelity Investments Experience July 2011 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments April 2001 - July 2011
Education
University of Massachusetts Lowell 1980 — 1984
Fidelity Investments July 2011 - Present
Fidelity Investments April 2001 - July 2011
Education
University of Massachusetts Lowell 1980 — 1984
Michael Tremblay's Fidelity Investments Experience 1989 - 1996
Job Software Engineering Manager at Copyright Clearance Center
Industry Publishing
Experience
Copyright Clearance Center August 1997 - Present
AT/Comm 1996 - 1997
Fidelity Investments 1989 - 1996
Skills
Software Project..., Scrum, SQL, Ruby on Rails, Java Enterprise Edition, SDLC, JavaScript, Struts, Software Engineering, Spring, Web Services, Agile Project Management, SOA, JIRA, Tomcat, Software Development, Requirements Analysis, Agile Methodologies, XML
Education
University of Massachusetts at Lowell
Copyright Clearance Center August 1997 - Present
AT/Comm 1996 - 1997
Fidelity Investments 1989 - 1996
Skills
Software Project..., Scrum, SQL, Ruby on Rails, Java Enterprise Edition, SDLC, JavaScript, Struts, Software Engineering, Spring, Web Services, Agile Project Management, SOA, JIRA, Tomcat, Software Development, Requirements Analysis, Agile Methodologies, XML
Education
University of Massachusetts at Lowell
Kathleen Lyons's Fidelity Investments Experience May 1996 - August 1997
Job Vice President, Information Technology at Disability Management Services
Industry Insurance
Experience
Disability Management Services February 1999 - Present
Massachusetts Casualty Insurance Company September 1997 - January 1999
Fidelity Investments May 1996 - August 1997
Paul Revere Insurance Company 1988 - 1996
Skills
Cross-functional Team..., Project Management, Management, Project Planning, Team Leadership, Program Management, Vendor Management, Software Development, Insurance, Business Analysis, Business Process..., Leadership, Process Improvement, Strategy, SDLC
Education
University of Massachusetts at Lowell 1984 — 1988
Bachelor's degree, Management Information Systems and Services
Disability Management Services February 1999 - Present
Massachusetts Casualty Insurance Company September 1997 - January 1999
Fidelity Investments May 1996 - August 1997
Paul Revere Insurance Company 1988 - 1996
Skills
Cross-functional Team..., Project Management, Management, Project Planning, Team Leadership, Program Management, Vendor Management, Software Development, Insurance, Business Analysis, Business Process..., Leadership, Process Improvement, Strategy, SDLC
Education
University of Massachusetts at Lowell 1984 — 1988
Bachelor's degree, Management Information Systems and Services
Scott Gramstorff's Fidelity Investments Experience April 2002 - October 2004
Job Director, RIA Operations, John Hancock Financial Network
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) May 2010 - Present
John Hancock Life Insurance Company (U.S.A.) January 2007 - June 2008
Fidelity Investments April 2002 - October 2004
Fidelity Investments October 1999 - April 2002
Putnam Investments 1995 - 1996
Skills
Series 7, Asset Allocation, Wealth Management, 401k, Retirement, Retirement Planning, Series 63, Investment Advisory, Investment Strategies, Asset Management, Portfolio Management, Investment Management, Investments, Series 24, Series 6, FINRA, Securities, Financial Services, Mutual Funds, Series 65, Uniform Combined State..., Life Insurance, Alternative Investments, ETFs, Fixed Annuities, Relationship Management, Equities
Education
University of Massachusetts at Lowell 1991 — 1994
Batchelor of Science, Business Administration, Management and Operations
North Reading High 1986 — 1989
John Hancock Life Insurance Company (U.S.A.) May 2010 - Present
John Hancock Life Insurance Company (U.S.A.) January 2007 - June 2008
Fidelity Investments April 2002 - October 2004
Fidelity Investments October 1999 - April 2002
Putnam Investments 1995 - 1996
Skills
Series 7, Asset Allocation, Wealth Management, 401k, Retirement, Retirement Planning, Series 63, Investment Advisory, Investment Strategies, Asset Management, Portfolio Management, Investment Management, Investments, Series 24, Series 6, FINRA, Securities, Financial Services, Mutual Funds, Series 65, Uniform Combined State..., Life Insurance, Alternative Investments, ETFs, Fixed Annuities, Relationship Management, Equities
Education
University of Massachusetts at Lowell 1991 — 1994
Batchelor of Science, Business Administration, Management and Operations
North Reading High 1986 — 1989
Rathproser Kong's Fidelity Investments Experience February 2014 - Present
Job Senior Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments June 2012 - February 2014
Fidelity Investments June 2009 - June 2012
Fidelity Investments August 2007 - June 2009
Darwin Partners September 2006 - August 2007
Skills
Financial Services, Business Analysis, Portfolio Management, Investments, Product Management, Requirements Analysis, Process Improvement, APIs, SSO, Managed File Transfer, SoapUI, Ping, OAuth
Education
University of Massachusetts at Lowell 2002 — 2007
Bachelor's degree, Management Information Systems
University of Massachusetts Lowell 2000 — 2002
UNIX Certificate Program, UNIX
Fidelity Investments February 2014 - Present
Fidelity Investments June 2012 - February 2014
Fidelity Investments June 2009 - June 2012
Fidelity Investments August 2007 - June 2009
Darwin Partners September 2006 - August 2007
Skills
Financial Services, Business Analysis, Portfolio Management, Investments, Product Management, Requirements Analysis, Process Improvement, APIs, SSO, Managed File Transfer, SoapUI, Ping, OAuth
Education
University of Massachusetts at Lowell 2002 — 2007
Bachelor's degree, Management Information Systems
University of Massachusetts Lowell 2000 — 2002
UNIX Certificate Program, UNIX
Siu-Ki Chan's Fidelity Investments Experience February 2012 - Present
Job Consultant BI & Database Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments February 2012 - Present
TechTarget July 2011 - September 2011
Epsilon March 2011 - June 2011
State Street August 2006 - March 2011
State Street Corporation August 2004 - August 2006
Harvard Medical School May 2003 - August 2004
Wellington Management September 2001 - September 2002
State Street March 2001 - August 2001
Fidelity Investments September 2000 - January 2001
Harvard University September 1999 - September 2000
Education
University of Massachusetts Lowell
Bachelor’s Degree, Chemical Engineering
University of Massachusetts, Amherst
MS, Computer Systems Engineering
University of Massachusetts, Amherst
Master’s Degree, Chemical Engineering
Fidelity Investments February 2012 - Present
TechTarget July 2011 - September 2011
Epsilon March 2011 - June 2011
State Street August 2006 - March 2011
State Street Corporation August 2004 - August 2006
Harvard Medical School May 2003 - August 2004
Wellington Management September 2001 - September 2002
State Street March 2001 - August 2001
Fidelity Investments September 2000 - January 2001
Harvard University September 1999 - September 2000
Education
University of Massachusetts Lowell
Bachelor’s Degree, Chemical Engineering
University of Massachusetts, Amherst
MS, Computer Systems Engineering
University of Massachusetts, Amherst
Master’s Degree, Chemical Engineering
Suzanne Brodeur's Fidelity Investments Experience 2006 - Present
Job Director Technology Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments 2006 - Present
Fidelity Investments 2000 - 2006
Ajilon 1996 - 2000
Colombo Americano Ibague 1994 - 1996
San Bonafacio 1994 - 1996
The Faxon Company 1988 - 1993
New England Business Services 1984 - 1988
Skills
Vendor Management, Enterprise Architecture, IT Strategy, PMP, Software Development, Large scale program..., Web Technologies, Process and Technology..., Global team management..., Quality Assurance, Operations Management, Agile Methodologies, SDLC, Relationship Management, PMO, Software Project..., SOA
Education
University of Massachusetts at Lowell 1982 — 1986
Bachelor's Degree, B.S Mathematics and Computer Science
Fidelity Investments 2006 - Present
Fidelity Investments 2000 - 2006
Ajilon 1996 - 2000
Colombo Americano Ibague 1994 - 1996
San Bonafacio 1994 - 1996
The Faxon Company 1988 - 1993
New England Business Services 1984 - 1988
Skills
Vendor Management, Enterprise Architecture, IT Strategy, PMP, Software Development, Large scale program..., Web Technologies, Process and Technology..., Global team management..., Quality Assurance, Operations Management, Agile Methodologies, SDLC, Relationship Management, PMO, Software Project..., SOA
Education
University of Massachusetts at Lowell 1982 — 1986
Bachelor's Degree, B.S Mathematics and Computer Science
Sheetal Bhadola's Fidelity Investments Experience June 2011 - Present
Job Business Systems Analyst at Fidelity
Industry Information Services
Experience
Fidelity Investments June 2011 - Present
Fidelity August 2007 - June 2011
Education
University of Massachusetts Lowell 1994 — 1998
Fidelity Investments June 2011 - Present
Fidelity August 2007 - June 2011
Education
University of Massachusetts Lowell 1994 — 1998
Marylee Mcnamara's Fidelity Investments Experience Administrative AssistantFidelity Family Office Services2005 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Administrative AssistantFidelity Family Office Services2005 - Present
Education
University of Massachusetts Lowell 1975 — 1979
Fidelity Investments Administrative AssistantFidelity Family Office Services2005 - Present
Education
University of Massachusetts Lowell 1975 — 1979
Rommel Espinal's Fidelity Investments Experience June 2012 - Present
Job Director, Customer Solutions, Mobile at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments January 2010 - Present
Fidelity Investments 2008 - 2010
Fidelity Investments January 2005 - October 2008
ADP 2006 - 2007
Skills
Analysis, Business Analysis, Business Objects, Employee Benefits, Financial Services, Integration, Investments, Leadership, Management, Mobile Devices, Process Improvement, Product Management, Program Management, Project Management, Requirements Analysis, SDLC, Training, Vendor Management
Education
University of Massachusetts at Lowell 1996 — 1999
BA, Management Information Systems
Fidelity Investments June 2012 - Present
Fidelity Investments January 2010 - Present
Fidelity Investments 2008 - 2010
Fidelity Investments January 2005 - October 2008
ADP 2006 - 2007
Skills
Analysis, Business Analysis, Business Objects, Employee Benefits, Financial Services, Integration, Investments, Leadership, Management, Mobile Devices, Process Improvement, Product Management, Program Management, Project Management, Requirements Analysis, SDLC, Training, Vendor Management
Education
University of Massachusetts at Lowell 1996 — 1999
BA, Management Information Systems
Marc Cimon's Fidelity Investments Experience October 2013 - August 2015
Job Fund Reporting Manager at Manning & Napier
Industry Financial Services
Experience
Manning & Napier August 2015 - Present
Fidelity Investments October 2013 - August 2015
Fidelity Investments September 2012 - October 2013
Fidelity Investments January 2011 - September 2012
Fidelity Investments May 2008 - January 2011
Fidelity Investments June 2007 - May 2008
Fidelity Investments January 2006 - June 2007
Fidelity Investments June 2004 - January 2006
Fidelity Investments February 2004 - June 2004
Skills
Accounting, Account Reconciliation, Process Improvement, Mutual Funds, Strategic Financial..., Variance Analysis, Auditing, General Ledger, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, Fund Accounting, Finance, Financial Planning, Financial Services, Financial Analysis, Investments, Securities, Bloomberg, Equities
Education
University of Massachusetts at Lowell 2005 — 2009
MBA, Business Administration and Management, General
University of Massachusetts at Lowell 1998 — 2002
BSBA, Finance / Management Information Systems
Dracut Senior High School 1994 — 1998
Manning & Napier August 2015 - Present
Fidelity Investments October 2013 - August 2015
Fidelity Investments September 2012 - October 2013
Fidelity Investments January 2011 - September 2012
Fidelity Investments May 2008 - January 2011
Fidelity Investments June 2007 - May 2008
Fidelity Investments January 2006 - June 2007
Fidelity Investments June 2004 - January 2006
Fidelity Investments February 2004 - June 2004
Skills
Accounting, Account Reconciliation, Process Improvement, Mutual Funds, Strategic Financial..., Variance Analysis, Auditing, General Ledger, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, Fund Accounting, Finance, Financial Planning, Financial Services, Financial Analysis, Investments, Securities, Bloomberg, Equities
Education
University of Massachusetts at Lowell 2005 — 2009
MBA, Business Administration and Management, General
University of Massachusetts at Lowell 1998 — 2002
BSBA, Finance / Management Information Systems
Dracut Senior High School 1994 — 1998
Ryan Manzelli's Fidelity Investments Experience April 2006 - September 2006
Job North East Regional Sales Manager at Faxitron Bioptics, LLC
Industry Medical Devices
Experience
Faxitron Bioptics, LLC August 2014 - Present
Fidelity Investments April 2006 - September 2006
Skills
Sales, Microsoft Excel, Customer Service, Spreadsheets, Account Management, Budgets, P&L, Merchandising, Pricing
Education
University of Massachusetts Lowell 2003 — 2007
B.S., Business Finance
Faxitron Bioptics, LLC August 2014 - Present
Fidelity Investments April 2006 - September 2006
Skills
Sales, Microsoft Excel, Customer Service, Spreadsheets, Account Management, Budgets, P&L, Merchandising, Pricing
Education
University of Massachusetts Lowell 2003 — 2007
B.S., Business Finance
Shaun McKiernan's Fidelity Investments Experience November 2006 - Present
Job Global Corporate Actions at Fidelity Investments
Industry Financial Services
Experience
McKiernan Real Estate January 2008 - Present
Fidelity Investments November 2006 - Present
Skills
Investments, Bloomberg, Mutual Funds, Series 7, Series 63, Financial Services, Asset Allocation, Fixed Income, Securities, Finance, Equities, Financial Analysis, Risk Management, Microsoft Office, Sales, Microsoft Excel, Business Analysis, Trading
Education
University of Massachusetts Lowell 1999 — 2004
BS
McKiernan Real Estate January 2008 - Present
Fidelity Investments November 2006 - Present
Skills
Investments, Bloomberg, Mutual Funds, Series 7, Series 63, Financial Services, Asset Allocation, Fixed Income, Securities, Finance, Equities, Financial Analysis, Risk Management, Microsoft Office, Sales, Microsoft Excel, Business Analysis, Trading
Education
University of Massachusetts Lowell 1999 — 2004
BS
Shrayesh Mistry's Fidelity Investments Experience April 2012 - Present
Job Investigator II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments June 2011 - April 2012
Skills
Investigation, Corporate Security, Microsoft Excel, Criminal Justice, Finance, Emergency Management, Financial Analysis, Analysis, PowerPoint, Microsoft Office, Microsoft Project
Education
University of Massachusetts at Lowell 2012 — 2015
Certificate, Finance, General
University of Massachusetts Lowell 2008 — 2011
Bachelor of Science, Criminal Justice
Fidelity Investments April 2012 - Present
Fidelity Investments June 2011 - April 2012
Skills
Investigation, Corporate Security, Microsoft Excel, Criminal Justice, Finance, Emergency Management, Financial Analysis, Analysis, PowerPoint, Microsoft Office, Microsoft Project
Education
University of Massachusetts at Lowell 2012 — 2015
Certificate, Finance, General
University of Massachusetts Lowell 2008 — 2011
Bachelor of Science, Criminal Justice
Madhu Malisetty's Fidelity Investments Experience May 2004 - Present
Job SR. Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2004 - Present
Education
University of Massachusetts Lowell 1994 — 1996
MS, Computer Science
Fidelity Investments May 2004 - Present
Education
University of Massachusetts Lowell 1994 — 1996
MS, Computer Science
Rebecca Ruvido's Fidelity Investments Experience October 2003 - February 2005
Job Experienced executive assistant & Mary Kay Consultant
Industry Publishing
Experience
Pearson February 2005 - February 2010
Pearson February 2005 - February 2010
Fidelity Investments October 2003 - February 2005
Putnam Investments January 1997 - January 2003
Education
University of Massachusetts Lowell 1990 — 1994
BS Accounting, Accounting & Economics
UMass
B.S, Business Administration
Pearson February 2005 - February 2010
Pearson February 2005 - February 2010
Fidelity Investments October 2003 - February 2005
Putnam Investments January 1997 - January 2003
Education
University of Massachusetts Lowell 1990 — 1994
BS Accounting, Accounting & Economics
UMass
B.S, Business Administration
stephanie stanislovitis's Fidelity Investments Experience February 2009 - December 2011
Job Accomplished Information Technology Specialist
Industry Financial Services
Experience
Fidelity Investments, FMRCo 2004 - Present
Fidelity Investments February 2009 - December 2011
Fidelity Investments 1998 - 2008
Skills
Release Management,...
Education
University of Massachusetts at Lowell 1987 — 1990
Bachelor of Arts (BA), Psychology
Fidelity Investments, FMRCo 2004 - Present
Fidelity Investments February 2009 - December 2011
Fidelity Investments 1998 - 2008
Skills
Release Management,...
Education
University of Massachusetts at Lowell 1987 — 1990
Bachelor of Arts (BA), Psychology
Patrick Coit's Fidelity Investments Experience March 1998 - November 2009
Job Contract Specialist at Department of Defence
Industry Financial Services
Experience
Department of Defence December 2009 - Present
Fidelity Investments March 1998 - November 2009
Skills
Financial Analysis
Education
University of Massachusetts Lowell 1993 — 1997
Bach, Business
Department of Defence December 2009 - Present
Fidelity Investments March 1998 - November 2009
Skills
Financial Analysis
Education
University of Massachusetts Lowell 1993 — 1997
Bach, Business
Maureen Spinale's Fidelity Investments Experience 2010 - Present
Job Principal Release Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2010 - Present
Fidelity Investments June 2009 - June 2010
Fidelity Investments 2001 - 2009
Education
University of Massachusetts at Lowell 1982 — 1984
BA, Information Management Systems
Fidelity Investments 2010 - Present
Fidelity Investments June 2009 - June 2010
Fidelity Investments 2001 - 2009
Education
University of Massachusetts at Lowell 1982 — 1984
BA, Information Management Systems
Paul R Hamel's Fidelity Investments Experience April 1997 - July 2009
Job Senior QA Engineer
Industry Computer Software
Experience
Consultant March 1997 - Present
Fidelity Investments April 1997 - July 2009
Fidelity Investments April 2007 - February 2009
Fidelity Investments March 2000 - November 2008
Fidelity Investments 1997 - 2008
Fidelity Employer Services July 2006 - August 2007
Fidelity HR Payroll Group 2003 - 2007
Fidelity Investments Institutional Services April 1997 - November 1999
Infinium Software, Inc January 1994 - January 1997
Applications Systems Group January 1993 - January 1994
Skills
Quality Center, Software Quality..., User Acceptance Testing, Software Documentation, Regression Testing, Quality Assurance, SQL, Test Planning, Testing, Unix, Databases, Manual Testing, Test Cases
Education
University of Massachusetts Lowell 1971 — 1981
Business Admin
UMASS at Lowell (Lowell Technological Institute)
BS, Business Administration
Consultant March 1997 - Present
Fidelity Investments April 1997 - July 2009
Fidelity Investments April 2007 - February 2009
Fidelity Investments March 2000 - November 2008
Fidelity Investments 1997 - 2008
Fidelity Employer Services July 2006 - August 2007
Fidelity HR Payroll Group 2003 - 2007
Fidelity Investments Institutional Services April 1997 - November 1999
Infinium Software, Inc January 1994 - January 1997
Applications Systems Group January 1993 - January 1994
Skills
Quality Center, Software Quality..., User Acceptance Testing, Software Documentation, Regression Testing, Quality Assurance, SQL, Test Planning, Testing, Unix, Databases, Manual Testing, Test Cases
Education
University of Massachusetts Lowell 1971 — 1981
Business Admin
UMASS at Lowell (Lowell Technological Institute)
BS, Business Administration
Lynne Bendikian-Bosteels's Fidelity Investments Experience October 2008 - February 2011
Job Business Analyst
Industry Financial Services
Experience
CSA, LLC ~ Philips Healthcare May 2014 - February 2015
Chase Paymentech ~ Robert Half Inc. February 2013 - April 2013
Chase Paymentech ~ Robert Half International February 2013 - April 2013
Smith & Nephew Endoscopy ~ Winter-Wyman February 2012 - April 2012
Fidelity Investments October 2008 - February 2011
Fidelity Investments January 2007 - September 2008
Fidelity Investments August 2006 - January 2007
Skills
Microsoft Excel, Outlook, Microsoft Word, Microsoft Works, Oracle, SAP, Hobbs, Siebel, Avaya, Business Objects, Data Entry, Proofreading, GEMS, PeopleSoft, Paymentech On-Line, Data Analysis, Accounts Payable, Process Improvement, Policy, Customer Service, Research, Risk Management, Business Analysis, Access, Management, Oracle Discoverer, Time Management, PowerPoint, AML, Vendor Management, Teamwork, Account Reconciliation, Software Documentation, Invoicing, Microsoft Office, Employee Benefits, Analysis, Training, Leadership, Payroll, Administration, Gems
Education
University of Massachusetts at Lowell
Bachelor of Science (B.S.), Criminal Justice
CSA, LLC ~ Philips Healthcare May 2014 - February 2015
Chase Paymentech ~ Robert Half Inc. February 2013 - April 2013
Chase Paymentech ~ Robert Half International February 2013 - April 2013
Smith & Nephew Endoscopy ~ Winter-Wyman February 2012 - April 2012
Fidelity Investments October 2008 - February 2011
Fidelity Investments January 2007 - September 2008
Fidelity Investments August 2006 - January 2007
Skills
Microsoft Excel, Outlook, Microsoft Word, Microsoft Works, Oracle, SAP, Hobbs, Siebel, Avaya, Business Objects, Data Entry, Proofreading, GEMS, PeopleSoft, Paymentech On-Line, Data Analysis, Accounts Payable, Process Improvement, Policy, Customer Service, Research, Risk Management, Business Analysis, Access, Management, Oracle Discoverer, Time Management, PowerPoint, AML, Vendor Management, Teamwork, Account Reconciliation, Software Documentation, Invoicing, Microsoft Office, Employee Benefits, Analysis, Training, Leadership, Payroll, Administration, Gems
Education
University of Massachusetts at Lowell
Bachelor of Science (B.S.), Criminal Justice
Nicole Kubena Michalak's Fidelity Investments Experience April 2000 - November 2001
Job Account Manager at Lockton Companies Chicago
Industry Insurance
Experience
Lockton Companies - Chicago March 2013 - Present
Lockton Companies November 2006 - February 2013
Attorney Title Services 2003 - 2005
Fidelity Investments April 2000 - November 2001
Skills
Insurance, Liability, Brokers, Property & Casualty..., Commercial Insurance, Forecasting
Education
University of Massachusetts Lowell
Lockton Companies - Chicago March 2013 - Present
Lockton Companies November 2006 - February 2013
Attorney Title Services 2003 - 2005
Fidelity Investments April 2000 - November 2001
Skills
Insurance, Liability, Brokers, Property & Casualty..., Commercial Insurance, Forecasting
Education
University of Massachusetts Lowell
Laurie Zanca's Fidelity Investments Experience
Job Sr. Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Requirements Analysis, SDLC, Software Project..., Agile Methodologies, Business Analysis, Project Management, SQL
Education
University of Massachusetts Lowell 1991 — 1995
BS
Fidelity Investments
Skills
Requirements Analysis, SDLC, Software Project..., Agile Methodologies, Business Analysis, Project Management, SQL
Education
University of Massachusetts Lowell 1991 — 1995
BS
lisa prezzano's Fidelity Investments Experience 2000 - 2005
Job IPI at Eastern Bank
Industry Financial Services
Experience
IPI at Eastern Bank August 2011 - December 2011
AARP Financial November 2005 - August 2011
Fidelity Investments 2000 - 2005
Skills
Investments, Retirement, Series 7, Retirement Planning, Mutual Funds, IRA's, Series 63, Series 6, 401k, Financial Advisory, IRAs, Asset Allocation, Financial Services, Fixed Annuities, Insurance, Investment Advisory
Education
University of Massachusetts Lowell 1984 — 1987
BA, History
IPI at Eastern Bank August 2011 - December 2011
AARP Financial November 2005 - August 2011
Fidelity Investments 2000 - 2005
Skills
Investments, Retirement, Series 7, Retirement Planning, Mutual Funds, IRA's, Series 63, Series 6, 401k, Financial Advisory, IRAs, Asset Allocation, Financial Services, Fixed Annuities, Insurance, Investment Advisory
Education
University of Massachusetts Lowell 1984 — 1987
BA, History
Karen Otico's Fidelity Investments Experience August 2000 - November 2001
Job Sr. Project Analyst for Frontier Systems Consulting
Industry Information Technology and Services
Experience
Frontier Systems Consulting January 2011 - December 2014
DePuy Spine through Sunrise Systems July 2009 - June 2010
State Street December 2002 - January 2009
Fidelity Investments August 2000 - November 2001
Fidelity Investments April 1999 - August 2000
Thermo Electron 1986 - 1996
Skills
Business Planning, Business Analysis, Change Management, Procurement, Hands-on Training, Training Delivery, Analysis, SharePoint, Management, Sourcing, Supply Chain, Training, Business Process..., Project Management
Education
University of Massachusetts at Lowell
Bachelors
Frontier Systems Consulting January 2011 - December 2014
DePuy Spine through Sunrise Systems July 2009 - June 2010
State Street December 2002 - January 2009
Fidelity Investments August 2000 - November 2001
Fidelity Investments April 1999 - August 2000
Thermo Electron 1986 - 1996
Skills
Business Planning, Business Analysis, Change Management, Procurement, Hands-on Training, Training Delivery, Analysis, SharePoint, Management, Sourcing, Supply Chain, Training, Business Process..., Project Management
Education
University of Massachusetts at Lowell
Bachelors
Tom Swords's Fidelity Investments Experience March 1995 - November 1996
Job Computer Software Professional
Industry Computer Software
Experience
EMC July 2008 - November 2008
Iron Mountain July 2004 - May 2008
Stratus Computer July 2003 - November 2003
Ask Jeeves April 2001 - June 2002
Rational Software March 2000 - April 2001
Progress Software December 1997 - March 2000
Stratus Computer June 1997 - December 1997
Progress Software November 1996 - June 1997
Fidelity Investments March 1995 - November 1996
EMC November 1994 - March 1995
Education
University of Massachusetts Lowell 1985 — 2000
Computer Science
EMC July 2008 - November 2008
Iron Mountain July 2004 - May 2008
Stratus Computer July 2003 - November 2003
Ask Jeeves April 2001 - June 2002
Rational Software March 2000 - April 2001
Progress Software December 1997 - March 2000
Stratus Computer June 1997 - December 1997
Progress Software November 1996 - June 1997
Fidelity Investments March 1995 - November 1996
EMC November 1994 - March 1995
Education
University of Massachusetts Lowell 1985 — 2000
Computer Science
Michelle Scorzella's Fidelity Investments Experience March 1998 - Present
Job Business Analyst Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments March 1998 - Present
Education
University of Massachusetts at Lowell 1982 — 1986
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Fidelity Investments March 1998 - Present
Education
University of Massachusetts at Lowell 1982 — 1986
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Suseela Koppana's Fidelity Investments Experience June 2015 - Present
Job Sr. Performance Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments June 2013 - May 2015
Fidelity Investments June 2006 - May 2013
Chelmsford January 2005 - February 2006
Skills
LoadRunner, QTP, SilkTest, C, Performance Testing, Integration of QTP and..., Performance Tuning, Test Automation, Software Quality..., Quality Assurance
Education
UMass Lowell 2001 — 2003
Master's degree, Computer Engineering
GITAM College of Engineering 1995 — 1999
Bachelors of Engineering, Electronics And Communication
Fidelity Investments June 2015 - Present
Fidelity Investments June 2013 - May 2015
Fidelity Investments June 2006 - May 2013
Chelmsford January 2005 - February 2006
Skills
LoadRunner, QTP, SilkTest, C, Performance Testing, Integration of QTP and..., Performance Tuning, Test Automation, Software Quality..., Quality Assurance
Education
UMass Lowell 2001 — 2003
Master's degree, Computer Engineering
GITAM College of Engineering 1995 — 1999
Bachelors of Engineering, Electronics And Communication
Maureen Taggart's Fidelity Investments Experience Laboratory SupervisorHarvard Vanguard Medical AssoiatesOctober 1986 - November 2000
Job Health and Welfare Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Laboratory SupervisorHarvard Vanguard Medical AssoiatesOctober 1986 - November 2000
Skills
Pensions, Healthcare
Education
University of Massachusetts Lowell 1979 — 1983
BS, Clinical Laboratory Sciences
Fidelity Investments Laboratory SupervisorHarvard Vanguard Medical AssoiatesOctober 1986 - November 2000
Skills
Pensions, Healthcare
Education
University of Massachusetts Lowell 1979 — 1983
BS, Clinical Laboratory Sciences
Nicole Kiszka's Fidelity Investments Experience April 2007 - April 2011
Job Client Services Analyst at Mercer
Industry Financial Services
Experience
Mercer November 2014 - Present
Office Team September 2014 - October 2014
Fidelity Investments April 2007 - April 2011
Fidelity Investments November 2006 - March 2007
Fidelity Investments April 2006 - November 2006
Northeastern University School of Law February 2002 - January 2005
Raytheon September 2000 - October 2001
Digital Equipment Corporation August 1996 - January 1998
Skills
Pensions, Access, Analysis, Process Improvement, Outlook, Microsoft Office, Excel, Problem Solving, Word, PowerPoint, Defined Benefit, QuickBooks, SAP ERP, Microsoft Excel, Risk Management, Microsoft Word, Vendor Management, Business Analysis, Employee Benefits, Project Management, SDLC
Education
University of Massachusetts Lowell 1998 — 2001
Computer Science
Mercer November 2014 - Present
Office Team September 2014 - October 2014
Fidelity Investments April 2007 - April 2011
Fidelity Investments November 2006 - March 2007
Fidelity Investments April 2006 - November 2006
Northeastern University School of Law February 2002 - January 2005
Raytheon September 2000 - October 2001
Digital Equipment Corporation August 1996 - January 1998
Skills
Pensions, Access, Analysis, Process Improvement, Outlook, Microsoft Office, Excel, Problem Solving, Word, PowerPoint, Defined Benefit, QuickBooks, SAP ERP, Microsoft Excel, Risk Management, Microsoft Word, Vendor Management, Business Analysis, Employee Benefits, Project Management, SDLC
Education
University of Massachusetts Lowell 1998 — 2001
Computer Science
Linda Nunes's Fidelity Investments Experience November 2006 - May 2007
Job Specialty Client Relations Representative at Edfinancial Services
Industry Financial Services
Experience
Edfinancial Services Senior RepresentativeEdfinancial ServicesJune 2008 - Present
Fidelity Investments November 2006 - May 2007
Education
University of Massachusetts Lowell 2005 — 2007
Music, Psychology
Edfinancial Services Senior RepresentativeEdfinancial ServicesJune 2008 - Present
Fidelity Investments November 2006 - May 2007
Education
University of Massachusetts Lowell 2005 — 2007
Music, Psychology
Robert MacMunn's Fidelity Investments Experience September 1994 - September 1996
Job Release Engineer Manager at Charles River Development
Industry Computer Software
Experience
Charles River Development January 2002 - Present
Comverse Network Systems April 1997 - April 2001
GTE - contract September 1996 - April 1997
Fidelity Investments September 1994 - September 1996
DIGITAL EQUIPMENT CORP July 1991 - August 1992
Lotus Development 1990 - 1992
PRIME/COMPUTERVISION - contract October 1989 - April 1990
GTE - contract February 1989 - September 1989
PRIME/COMPUTERVISION - contract October 1988 - January 1989
Skills
Perl, Unix, Solaris, ClearCase, XML, CVS, Databases, Testing, SQL, C#, Web Services, Java, TCP/IP, Perforce, C, Release Engineering
Education
University of Massachusetts Lowell 1982 — 1986
BS, Computer Science
University of Lowell
B.S, Computer Science
Arlington High School 1978 — 1982
Charles River Development January 2002 - Present
Comverse Network Systems April 1997 - April 2001
GTE - contract September 1996 - April 1997
Fidelity Investments September 1994 - September 1996
DIGITAL EQUIPMENT CORP July 1991 - August 1992
Lotus Development 1990 - 1992
PRIME/COMPUTERVISION - contract October 1989 - April 1990
GTE - contract February 1989 - September 1989
PRIME/COMPUTERVISION - contract October 1988 - January 1989
Skills
Perl, Unix, Solaris, ClearCase, XML, CVS, Databases, Testing, SQL, C#, Web Services, Java, TCP/IP, Perforce, C, Release Engineering
Education
University of Massachusetts Lowell 1982 — 1986
BS, Computer Science
University of Lowell
B.S, Computer Science
Arlington High School 1978 — 1982
Raymond Fournier's Fidelity Investments Experience September 2004 - October 2009
Job QA Engineer at UpToDate
Industry Computer Software
Experience
UpToDate November 2011 - Present
UpToDate 2009 - October 2011
Fidelity Investments September 2004 - October 2009
Skills
Salesforce.com, Agile Methodologies, SDLC, Product Management, SQL, Business Analysis, Competitive Analysis, Scrum, Software Project..., Business Intelligence, Strategy, Business Objects, CyberSource, Marketo, Datasystem Solutions..., Sales Logix, Magento
Education
University of Massachusetts Lowell
Bachelor of Science (BS), Information Technology
UpToDate November 2011 - Present
UpToDate 2009 - October 2011
Fidelity Investments September 2004 - October 2009
Skills
Salesforce.com, Agile Methodologies, SDLC, Product Management, SQL, Business Analysis, Competitive Analysis, Scrum, Software Project..., Business Intelligence, Strategy, Business Objects, CyberSource, Marketo, Datasystem Solutions..., Sales Logix, Magento
Education
University of Massachusetts Lowell
Bachelor of Science (BS), Information Technology
Mikhael El-Bayeh's Fidelity Investments Experience January 2012 - August 2012
Job Student at University of Massachusetts at Lowell
Industry Accounting
Experience
Fidelity Investments January 2012 - August 2012
Skills
Accounting, Financial Accounting, Bookkeeping
Education
University of Massachusetts at Lowell 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Fidelity Investments January 2012 - August 2012
Skills
Accounting, Financial Accounting, Bookkeeping
Education
University of Massachusetts at Lowell 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Mike McAtamney's Fidelity Investments Experience June 2007 - October 2010
Job Sales Assistant to CEO & GM at All Sports Heroes
Industry Consumer Goods
Experience
All Sports Heroes March 2010 - Present
Fidelity Investments June 2007 - October 2010
Education
University of Massachusetts at Lowell 2002 — 2007
Bachelor of Science, Business Administration - Finance
All Sports Heroes March 2010 - Present
Fidelity Investments June 2007 - October 2010
Education
University of Massachusetts at Lowell 2002 — 2007
Bachelor of Science, Business Administration - Finance
Shamonn Long's Fidelity Investments Experience March 2013 - Present
Job Sr. Performance Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments May 2011 - March 2013
Fidelity Investments February 2007 - May 2011
BISYS Fund Services June 2006 - February 2007
BISYS Fund Services January 2005 - June 2006
Skills
Mutual Funds, Process Improvement, Business Analysis, Asset Management, Asset Allocation, Equities, Fixed Income, Investments, Portfolio Management, Hedge Funds, Securities, Alternative Investments, Bloomberg
Education
UMass Lowell 1999 — 2003
Bachelor of Science (B.S.), Finance and Financial Management Services
MHS 1995 — 1999
Fidelity Investments March 2013 - Present
Fidelity Investments May 2011 - March 2013
Fidelity Investments February 2007 - May 2011
BISYS Fund Services June 2006 - February 2007
BISYS Fund Services January 2005 - June 2006
Skills
Mutual Funds, Process Improvement, Business Analysis, Asset Management, Asset Allocation, Equities, Fixed Income, Investments, Portfolio Management, Hedge Funds, Securities, Alternative Investments, Bloomberg
Education
UMass Lowell 1999 — 2003
Bachelor of Science (B.S.), Finance and Financial Management Services
MHS 1995 — 1999
Richard Drost's Fidelity Investments Experience July 2012 - Present
Job Director Defined Benefits Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments December 2005 - June 2012
Fidelity Investments December 2003 - December 2005
Fidelity Investments August 2001 - November 2003
Fidelity Investments July 1999 - July 2001
Education
Southern CT State University
Bachelor of Science (BS), Mathematics
University of Massachusetts Lowell
Master of Science (MS), Mathematics
Fidelity Investments July 2012 - Present
Fidelity Investments December 2005 - June 2012
Fidelity Investments December 2003 - December 2005
Fidelity Investments August 2001 - November 2003
Fidelity Investments July 1999 - July 2001
Education
Southern CT State University
Bachelor of Science (BS), Mathematics
University of Massachusetts Lowell
Master of Science (MS), Mathematics
Mike Marland's Fidelity Investments Experience 1996 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 1996 - 2013
Digital Equipment Corporation October 1987 - August 1996
Skills
Project Management, SLDC Methodologies, Agile Project Management, Agile & Waterfall..., MS Project, MS Excel, Microsoft SQL Server, RTC, QC Tools, Program Management, Roadmap Creation
Education
University of Massachusetts Lowell 1981 — 1986
Bachelor of Science (BS), Management Information Systems, General
Fidelity Investments 1996 - 2013
Digital Equipment Corporation October 1987 - August 1996
Skills
Project Management, SLDC Methodologies, Agile Project Management, Agile & Waterfall..., MS Project, MS Excel, Microsoft SQL Server, RTC, QC Tools, Program Management, Roadmap Creation
Education
University of Massachusetts Lowell 1981 — 1986
Bachelor of Science (BS), Management Information Systems, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank