Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Fidelity Investments January 2007 - Present
Fidelity Investments September 2005 - December 2007
Fidelity Investments January 1999 - September 2005
Fidelity Investments August 1990 - January 1999
Skills
Sales, Relationship Management, Marketing, Finance, Operations Management, Marketing Communications, Event Planning, Fund Accounting, Analysis, Portfolio Management, Strategic Planning
Education
Bentley University 1992 — 1994
Master of Business Administration (M.B.A.), Finance
Bentley University 1987 — 1991
Bachelor's degree, Accountancy
Biogen September 2014 - Present
EMD Serono, Inc. April 2010 - September 2014
Fidelity Investments April 2006 - April 2010
EMD Serono, Inc. December 2004 - March 2006
PAREXEL January 2000 - December 2004
Skills
Strategic Planning, Project Management, Business Strategy, Business Process, Pharmaceutical Industry, Performance Management, Process Improvement, Change Management, Vendor Management, Finance, Business Process..., Six Sigma, Program Management, Leadership, Cross-functional Team..., Strategy, CRM, Management, Forecasting, Analysis, Business Analysis, Project Portfolio..., Sales, Budgets
Education
Bentley University
MSF, Finance, General
Suffolk University - Sawyer School of Management
MBA, Business Administration, Management and Operations
Northeastern University
BS, Criminal Justice/Political Science
Villanova University
Master Certificate in Six Sigma
Villanova University
Lean Six Sigma - Black Belt
Villanova University
MCAPM, Applied Project Management
Fidelity Investments June 2006 - Present
Fidelity Investments May 2005 - May 2006
CVS Caremark Corporation May 2004 - December 2004
Skills
Requirements Gathering, Data Warehousing, Business Requirements, Requirements Analysis, SDLC, Systems Analysis, Agile Methodologies, Business Analysis, Data Modeling
Education
Bentley University 2002 — 2006
Computer Information Systems, Major
Wells Fargo October 2014 - Present
Fidelity Investments April 2012 - September 2014
CharlotteObserver.com, The Charlotte Observer February 2006 - August 2011
The Charlotte Observer October 2005 - February 2006
The Charlotte Observer August 2005 - October 2005
Contra Costa Times November 1998 - July 2005
Skills
Usability Testing, Moderating, User-centered Design, Information Architecture, Ethnography, Performance Measurement, Prototyping, User Interface Design, Editing, Headline Writing, Mobile Applications, Focus Groups, Website Redesign, Online Publishing, Entertainment Writing, Feature Reporting, User Experience
Education
Bentley University 2011 — 2013
MS, Human Factors in Information Design
University of Alabama 1988 — 1992
B.A., Journalism
William Raveis Real Estate March 2009 - Present
Coldwell Banker Residential Brokerage January 2006 - April 2009
Fidelity Investments 2003 - 2006
Treetop Technologies 2001 - 2003
iXL/Scient 2000 - 2001
ADP 1999 - 2000
ITDS 1994 - 1999
Skills
Project Management, Systems Analysis, Real Estate, Investment Properties, Strategic Planning, Business Analysis, Selling, Relocation, Negotiation, Mortgage Lending, Data Conversion, Residential Homes, Brokerage, MS Project, Sales, ABR, Sellers, Home Staging, New Homes
Education
Fairfield University 1992 — 1994
Bachelors, Finance
Bentley University 1990 — 1992
Bachelor of Science, Finance
Electric Insurance Company June 2014 - Present
Electric Insurance Company June 2012 - June 2014
Fidelity Investments May 2011 - December 2011
Fresenius Medical Care May 2010 - April 2011
Skills
QlikView Development, Microsoft SQL Server, SQL, Salesforce.com, Business Intelligence, Relational Databases, Visual Studio, ASP.NET MVC, Access Database, VBA
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Computer and Information Sciences, General
The Hanover Insurance Group March 2015 - Present
Fidelity Investments July 2014 - March 2015
Fidelity Investments June 2011 - July 2014
Massachusetts Office of the Attorney General September 2010 - December 2010
Penn Mutual Life Insurance Company May 2010 - July 2010
Education
Bentley University 2008 — 2012
Bachelor of Science, Accountancy
Comcast June 2009 - Present
Fidelity Investments October 1995 - December 2008
Skills
PMP, Project Plans, PMO, Leading Projects, Software Development..., Deliverables, Production Support, Project Delivery, Escalation, Deployment, Project Documentation, PMI, Agile, Virtual Teams, Resource Management, Program Management, Change Control, Product Delivery, Project Planning, IT Operations, Scope Management, Business Requirements, Technology Solutions, Application Development, Process Development, Vendor Management, Status Reporting, Waterfall, Full SDLC, SDLC, IT Strategy, Agile Project Management, System Deployment, Software Development, Process Simulation, Enterprise Architecture, Agile Methodologies, Project Management, Documentations, Requirements Gathering, Software Project...
Education
Bentley College 1987 — 1989
Dana Hall School
Fidelity Investments January 1996 - Present
Brown Brothers Harriman & Company October 1994 - January 1996
W.R. Grace & Company October 1991 - October 1994
Education
Bentley University 1979 — 1983
BS, Computer Information Systems
Carlton Elementary School November 2014 - Present
Salem State Collaborative August 2013 - Present
Salem Public Schools September 2007 - November 2014
Salem Public Schools September 1999 - July 2007
Interlynx Systems 1997 - 1999
Dynatech Corporation 1991 - 1999
Fidelity Investments 1990 - 1991
Wang Laboratories 1985 - 1990
Skills
Instructional Technology, Blended Learning, Staff Development, Lesson Planning, Differentiated..., Data Analysis, Apple IOS, Student Engagement, Teaching in a Digital..., Moodle, Project Based Learning, Curriculum Development
Education
Bentley University
Bachelor of Science (BS), Computer Information Systems
Gordon College
Master of Education (M.Ed.)
Fidelity Investments April 2000 - Present
State Street 1997 - 2000
John hancok 1993 - 1997
Skills
Certified Financial...
Education
Bentley College 1989 — 2003
Bachelor of Science (B.S.), Accounting
Boston College - Carroll School of Management 1995 — 1997
Master's degree, Finance
Fidelity Investments June 2011 - Present
AARP Services, Inc December 2010 - June 2011
New York Life Insurance Company June 2010 - April 2011
Fidelity Investments July 2009 - May 2010
Evergreen Investments January 2009 - May 2009
Fidelity Investments September 2004 - December 2008
Fidelity Investments 1995 - 2008
Skills
Financial Services, Retirement, Marketing Strategy, Marketing Communications, Digital Marketing, Product Marketing, Email Marketing, Direct Marketing, RIAs, High Net Worth..., Thought Leadership, Web Content Management, Direct Mail, Marketing, Marketing Management, Segmentation, Strategic Partnerships
Education
Bentley University 1988 — 1992
BS
The Newport Group August 2014 - Present
Volante Running 2007 - Present
Putnam Investments January 2011 - August 2014
Fidelity Investments January 2006 - January 2011
Fidelity Human Resource Services July 2004 - December 2005
Fidelity Institutional Retirement Services Company April 2000 - June 2004
New York Life Benefit Services, Inc July 1997 - March 2000
Putnam Investments November 1995 - June 1997
Skills
Customer Relations, Investments, Process Improvement, Mentoring, Team Building, Customer Service, Leadership, Project Management, Management, Project Planning, Human Resources, Marketing, Mergers & Acquisitions, Sales, Relationship Management, CRM, Financial Services
Education
Bentley University 1991 — 1995
BS, Marketing
Fabricon3D January 2013 - Present
Parody Productions LLC 2003 - Present
Tom and Chee February 2013 - April 2015
Ohio 2nd District at U.S. House of Representatives February 2009 - 2010
DataSuites 2002 - 2005
Deloitte & Touche 1998 - 1999
Fidelity Investments 1990 - 1997
Skills
Financial Analysis, Entrepreneur, Public Policy, Economics, Strategic Planning, Entrepreneurship, Business Strategy, Strategy, Finance, Management, Business Planning, Investments, Research, Management Consulting, Venture Capital, Leadership, Mergers & Acquisitions, Financial Modeling, Competitive Analysis, Private Equity, Due Diligence, Start-ups, Corporate Finance, Executive Management, Business Development, Strategic Partnerships
Education
University of Cincinnati College of Business 1996 — 1998
MBA
Bentley University 1986 — 1990
Bachelor of Science
Paperless Post June 2014 - Present
Amplify August 2013 - June 2014
Fresh October 2013 - March 2014
Deloitte August 2011 - August 2013
Yoinker September 2009 - July 2011
Bentley University September 2008 - May 2011
Deloitte Consulting May 2010 - August 2010
Fidelity Investments June 2009 - August 2009
Skills
Requirements Analysis, Management Consulting, Java, Agile Methodologies, Scrum, Business Process Design, SQL, Business Requirements, Information Systems..., Requirements Gathering, Business Process, Systems Analysis, UX Design, Project Management, Information Architecture, Testing, Technology Integration, Solutions Design, Visio, Database Design, Software Project..., SDLC, Agile Project Management, Consulting, Agile, Information Systems, Data Modeling, PMO, User Acceptance Testing, Music Lover, Functional Design, Product Management, Access, Process Modeling, SharePoint, UML, Data Analysis, Android Development, Business Analysis, Regular Expressions, Smarty, Python, Rally
Education
Georgia Institute of Technology 2014 — 2016
Master's Degree, Computer Science
Bentley University 2007 — 2011
BS, Computer Information Systems
Sachem East High School 2004 — 2007
Fidelity Investments December 2014 - Present
Fidelity Investments June 2014 - December 2014
Fidelity Investments January 2012 - June 2014
Fidelity Investments August 2010 - December 2011
Skills
Series 63, Series 7, Series 9, Series 10, Mutual Funds, Securities, Financial Services, 401k, Uniform Combined State..., Retirement, Wealth Management, Asset Allocation, Relationship Management, Investments, Investment Advisory, Portfolio Management
Education
Bentley University 2012 — 2014
MS in Financial Planning, Financial Planning and Services
Southern New Hampshire University 2006 — 2007
Master of Business Administration (MBA), Global Studies
Springfield College 1985 — 1989
Bachelor of Science (B.S.), Psychology
Project Esther Inc. August 2013 - Present
Fordham Tremont Community Mental Health Clinic (FTCMHC) September 2012 - June 2013
Children's Aid Society June 2009 - September 2012
Harlem Children's Zone June 2008 - May 2009
Lifeguard Financial May 2007 - June 2008
Bentley University January 2006 - May 2007
Fidelity Investments May 2006 - August 2006
Skills
Youth Development, Fundraising, Life Coaching, Business Development, Sales Management, Nonprofits, Individual Counselling, Motivational..., Mental Health, Family Therapy, Psychotherapy, Training
Education
City University of New York-Hunter College 2011 — 2013
Master's degree, Clinical/Medical Social Work
New York University 2007 — 2008
Certification, Arabic Language and Literature, Honors
Bentley University 2003 — 2007
Bachelor of Arts (B.A.), Public Policy Analysis (Minor: Business Management and International Studies)
Fidelity Investments June 1997 - Present
Horror Writers Association January 1999 - November 2007
National Grid September 1992 - June 1997
Skills
Film, SDLC, Technical Writing, Visio, Business Analysis, Music, Blogging, Storytelling, Software Documentation, HTML, SQL, Project Management, Public Speaking, WordPress
Education
Bentley University 1981 — 1985
BS, Computer and Information Sciences and Support Services
Corporate Insight January 2011 - Present
Life Value Advisors June 2008 - December 2010
Fidelity Investments 2001 - 2008
The McKenna Group 1999 - 2001
Fidelity Investments (FMR Co.) 1994 - 1999
State Street Bank 1992 - 1994
Skills
Market Research, Competitive Analysis, Analysis, Product Development, Marketing Strategy, Management, Business Analysis, Leadership, Marketing Research, Business Strategy, Management Consulting, Marketing, Analytics, Strategic Partnerships, Product Management, Account Management, New Business Development, Strategy, Product Marketing, Strategic Planning, Budgets, Portfolio Management
Education
Boston University Questrom School of Business 1996 — 1999
Masters
Bentley University 1986 — 1990
Bachelor
WHS
Fidelity Investments May 2015 - Present
Sky Meadow Country Club May 2014 - May 2015
Kimball Farms June 2010 - September 2013
Skills
Technical Analysis, Investments, Public Speaking, HTML, Social Networking, Accounting, Microsoft Excel, Analysis, PowerPoint, Bloomberg Terminal, Equity Trading
Education
Bentley University 2012 — 2016
Bachelor of Science (BS), Finance, Senior
Fidelity Investments June 2014 - Present
Fidelity Investments February 2013 - June 2014
Guardian Investor Services - RS Investments May 2010 - February 2013
Guardian Life Insurance July 2009 - May 2010
Merrill Lynch January 2008 - December 2008
Skills
Investments, Finance, Sales, Mutual Funds, Series 7, Financial Planning, Series 63, Microsoft Office, Asset Allocation, Life Insurance
Education
Bentley University 2014 — 2016
Master of Science in Financial Planning
Suffolk University - Sawyer School of Management 2011 — 2013
Master of Business Administration (MBA), Finance, General
Bryant University 2005 — 2009
BSBA, Finance
Fidelity Investments June 2015 - Present
Fidelity Investments June 2013 - June 2015
Bentley University August 2011 - May 2013
Fidelity Investments June 2012 - August 2012
Fidelity Investments June 2011 - August 2011
Nestle Waters June 2010 - August 2010
Honey Dew Donuts May 2007 - January 2010
Skills
Access, SPSS, SQL, HTML, Essbase, PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Data Analysis, Research, Financial Analysis, QuickBooks, SAP, Accounting, Financial Reporting, Analysis, Bloomberg, Oracle Financial, Oracle Discoverer, Customer Service
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2018
Master's Degree, Evening MBA
Bentley University 2009 — 2013
Bachelor of Science, Corporate Finance and Accounting, Minor in Computer Information Systems, Graduated with Magna Cum Laude honors
Coyle and Cassidy 2005 — 2009
High school
Sonos, Inc. July 2014 - Present
Aspen Technology March 2011 - July 2014
New England IT Solutions, Inc. February 2002 - March 2011
Pioneer Investments August 1997 - November 2001
Fidelity Investments October 1995 - August 1997
First Data Corporation December 1991 - October 1995
Skills
Continuous Integration, Cloud Applications, Cloud Computing, Product Strategy, Software Development, Document Management, Identity and Access..., SharePoint, SaaS, C#, SQL, WCF Services, Visual Studio, Leadership, Business Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2001
Certification Managing Technical Professionals and Organizations Managing Complex Product Developme, Certification Managing Technical Professionals and Organizations Managing Complex Product Developme
Bentley University 1997 — 2001
Master of Science (MS), Management Information Systems, General, 3.8
Boston University 1993 — 1995
Certification Software development project management program based on PMI., Certification Software development project management program based on PMI.
The University of Montana 1982 — 1987
Bachelor of Science (BS), Business Administration, Management and Operations, 3.4
Fidelity Investments May 2015 - Present
Baystate Financial June 2014 - August 2014
New York Life Insurance January 2014 - May 2014
East Boston Savings Bank May 2013 - January 2014
Bentley University Library September 2012 - January 2014
Black Swan Country Club July 2010 - August 2012
Marshalls Inc. April 2011 - September 2011
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, SPSS, FactSet, Leadership, Banking, Analysis, Social Media, Time Management, Outlook
Education
Bentley University 2012 — 2016
Candidate for a Bachelor of Science, Marketing with a Minor in Finance
Open Door
Bank of America: Merrill Lynch: Inside an Investment Bank, Finance, General
Fidelity Investments May 2015 - Present
CIS Sandbox at Bentley University December 2013 - Present
Fidelity Investments May 2014 - August 2014
Care.com May 2013 - August 2013
Vector Marketing December 2012 - January 2013
Central One Federal Credit Union August 2010 - August 2012
Skills
Microsoft Excel, Microsoft Word, Customer Service, Sales, PowerPoint, Facebook, Expression Web, Microsoft Office, Social Media, Team Leadership, Accounting, Outlook, Microsoft Access, Conducting Interviews, Eclipse, WealthCentral, Streetscape, Quality Center, Ribbit
Education
Bentley University 2012 — 2016
Computer Information Systems
Istituto Lorenzo de'Medici 2015 — 2015
Shrewsbury High School 2008 — 2012
American Wealth Advisors November 2007 - Present
E*TRADE Financial March 2006 - August 2007
BNY Mellon June 2004 - January 2006
Morgan Stanley March 2002 - June 2004
Fidelity Investments March 1994 - January 2002
STVA Corp June 1984 - March 1994
Coopers & Lybrand 1981 - 1984
Skills
Wealth Management, Financial Services, Financial Advisory, Insurance, Asset Allocation, Fixed Income, Estate Planning, Capital Markets, Finance, Hedge Funds, Alternative Investments, Financial Analysis, Investments, Wealth, Equities, Investment Advisory, Wealth Management..., Investment Strategies, Asset Management, Retirement, ETFs, Investment Management, Securities, Retirement Planning, Series 63, FINRA, Portfolio Management, Series 7, 401k, Strategic Financial..., Options, Bonds, Mutual Funds, Financial Planners, Financial Markets, Bloomberg, Series 24, Derivatives, Equity Research, Stocks, Private Equity, Trading, Investment Banking, Uniform Combined State..., Equity Trading, IRAs, Separately Managed..., Valuation, Fixed Annuities, Financial Planning
Education
Bentley University 1975 — 1979
BS, Accounting
Abington High
McGladrey July 2013 - Present
Fidelity Investments May 2012 - September 2012
NewFields June 2010 - January 2012
Tufts Medical Center November 2010 - January 2011
Skills
SPSS, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, SAP, Accounting, Research, Analysis
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Corporate Finance and Accounting
Norwell High School 2005 — 2009
Fidelity Investments December 2014 - Present
Fidelity Investments February 2014 - December 2014
Continental Paving August 2005 - February 2014
Skills
Oracle E-Business Suite, Business Intelligence..., Essbase, Microsoft Excel, Microsoft Office, Financial Analysis, Variance Analysis, Fund Accounting, Trimble GPS, Grading Plans, Supervisory Skills, QuickBooks, Managerial, Financial Reporting, Bloomberg Terminal, Budgets
Education
Bentley University 2015 — 2017
Master's degree, Taxation/Financial Planning
Southern New Hampshire University 2012 — 2013
Bachelor of Science (BS), Accounting
Manchester Community College 2008 — 2012
Associate's degree, Accounting
Hudson Insurance Group August 2012 - Present
Fidelity Investments May 2011 - August 2011
Skills
Mathematics, Microsoft Office, SPSS, SAS, Matlab, Winplot, HTML, SmartDraw, SQL, Oracle, Adobe Acrobat, Financial Modeling
Education
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Mathematical Sciences, Concentration: Actuarial Sciences
Citizens Bank June 2015 - Present
Citizens Bank October 2014 - June 2015
Citizens Bank November 2013 - October 2014
Citizens Bank August 2012 - November 2013
Northeast Bank July 2011 - July 2012
ResponseLINK & Alert1 September 2009 - November 2010
Fidelity Investments May 2007 - February 2009
Citizens Bank December 2004 - May 2007
Fleet Bank 1998 - 2004
Painted Word 2000 - 2001
Skills
Direct Marketing, Product Marketing, Product Management, Product Development, Analytics, Integrated Marketing, Strategy, Strategic Planning, Segmentation, Competitive Analysis, Customer Acquisition, Marketing Strategy, Database Marketing, Market Research, Business Strategy, Customer Insight, Online Marketing, Customer Retention, Management, Enterprise Software, SEM, Program Management, Sales, Team Management, Mergers & Acquisitions, Marketing, Project Management, E-commerce, Strategic Partnerships, Thought Leadership, CRM, Multi-channel Marketing, Lead Generation, Direct Mail, Relationship Marketing, Email Marketing, Marketing Management, Digital Marketing, Brand Management, Marketing Communications, Online Advertising, Brand Development
Education
Northwestern University 1995 — 1996
MS
Bentley University 1985 — 1989
BS
Fidelity Investments October 2013 - Present
Fidelity Investments February 2013 - September 2013
Life Technologies March 2011 - February 2013
Life Technologies September 2010 - March 2011
Life Technologies November 2008 - September 2010
Applied Biosystems (Life Technologies) December 1999 - November 2008
Perseptive Biosystems (Life Technologies) September 1996 - June 1999
Bentley University September 1994 - December 1996
Skills
XML, Web Services, Scrum, Software Development, JavaScript, Web Development, Tomcat, Perl, SDLC, Linux, REST, SQL, CSS, Integration, Subversion, jQuery, Java, Jive, Oracle, Eclipse, Jive SBS, PHP, MySQL, IIS, Databases, Atlassian JIRA, Web Project Management, Advanced CSS, Disaster Recovery, Confluence, JSON, AJAX, SOAP, Testing, SaaS, Architecture, Ant, Software Engineering, Mobile Applications, Microsoft SQL Server, Database Design, XSLT, Agile Methodologies, SOA, Programming, Leadership, Shell Scripting, Enterprise Software, Team Leadership, Unified Communications
Education
Bentley University 1992 — 1996
Bachelor of Science, Computer Information Systems
Bentley University 1992 — 1996
Bachelor of Science, Marketing
Staples, Inc. December 2010 - October 2013
Fidelity Investments April 2007 - February 2009
Fidelity Investments September 2005 - April 2007
Fidelity Investments October 1999 - September 2005
Skills
Program Management, Business Analysis, Project Management, Six Sigma, Business Process..., Process Improvement, Change Management, Process Management, SDLC, Cross-functional Team..., Resource Management, Metrics Definition, Portfolio Management, Enterprise Software, Management
Education
Bentley University 1991 — 1995
MBA, Management Information Systems
Plymouth State University
BS, Business Administration
Arbella Insurance Group June 2014 - Present
Bentley University July 2011 - May 2014
Fidelity Investments May 2013 - September 2013
Abercrombie & Fitch May 2011 - December 2011
Skills
Adobe Connect, Customer Service, Java, Saba Centra, SQL, SharePoint, Time Management, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Training, Data Analysis
Education
Bentley University 2010 — 2014
Bachelor's Degree, Computer Information Systems
Austin Preparatory School 2006 — 2010
High School Diploma
Fidelity Investments October 2014 - Present
Ernst & Young September 2012 - October 2014
The Simpson Corporation 2011 - 2012
Ernst & Young June 2011 - August 2011
Bentley University January 2009 - May 2011
UniBank for Savings May 2008 - April 2011
Skills
Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Access, Microsoft Word, PowerPoint, Microsoft Office, Tax Preparation, Finance, Account Reconciliation, General Ledger, Outlook, Strategic Financial..., Financial Accounting, Customer Service, Teamwork, Banking, QuickBooks, Time Management
Education
Bentley University 2011 — 2012
Masters of Science, Accountancy
Bentley University 2007 — 2011
Bachelors of Science, Accountancy
Talbots December 2013 - Present
The Gagnon Group, LLC September 2007 - December 2013
Fidelity Investments 2003 - 2007
PricewaterhouseCoopers 2000 - 2003
Skills
Tax Research, Tax, Tax Accounting, Income Tax, International Tax, Tax Returns, Sales Tax, Sarbanes-Oxley Act, Use Tax, US Tax, Internal Controls, Auditing, Property Tax, Tax Preparation
Education
Bentley University 2004 — 2007
MST, Taxation
Isenberg School of Management, UMass Amherst 1998 — 2000
Business, Accounting
Elizabethtown College 1995 — 1997
Business, Accounting
Liberty Mutual Insurance July 2013 - Present
Fidelity Investments June 2012 - August 2012
Fidelity Investments May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Finance, Economics, Investments, PowerPoint, Data Analysis, Data Mining, Cost Projections, American Studies, Cost Allocation
Education
Bentley University 2009 — 2013
BS, Economics-Finance
Strategic Consulting Services September 2012 - May 2014
RPS Advertising January 2009 - June 2012
Fidelity Investments June 2011 - August 2011
Columbus Nova June 2010 - August 2010
American Program Bureau January 2010 - May 2010
Skills
Public Speaking, Microsoft Excel, Advertising, Data Analysis, Management, PowerPoint, Microsoft Word, Negotiation, Analysis, Strategy, Finance, Research, Project Management, Time Management
Education
Bentley University 2008 — 2012
B.Sc, Economics-Finance, 3.67
Clarence High School
High School Diploma
Fidelity Investments July 2014 - Present
Fidelity Investments June 2012 - July 2014
Fidelity Investments May 2009 - June 2012
Fidelity Investments July 2007 - May 2009
Fidelity Investments July 2005 - July 2007
Fidelity Investments July 2004 - July 2005
Skills
AML, Risk Management, Operational Risk..., Enterprise Risk..., Risk Assessment, Surveillance, Investment Advisory, Due Diligence, Trading, Equity Trading, Securities Fraud, Finance, Alternative Investments, Compliance, Security Clearance, Financial Crime, Fraud Detection, Online Fraud, Anti Money Laundering
Education
Bentley University 2010 — 2013
Master of Business Administration [MBA] - High Distinction, Graduate School of Business
Saint Michael's College 2000 — 2004
Bachelor of Science, Business Administration & Philosophy
Cutter Associates February 2014 - Present
Income Research & Management July 2008 - October 2013
Bank of America November 2004 - July 2008
John Hancock Advisers 1999 - 2004
Fidelity Investments 1997 - 1999
Skills
Asset Managment, Auditing, Financial Analysis, Equities, Mutual Funds, Investments, Asset Management, Bloomberg, Portfolio Management, Fixed Income, Securities, Investment Management, Capital Markets, Valuation, Management, Wealth Management, Series 7, Derivatives, Bonds, Asset Allocation, Trading, Financial Modeling, Alternative Investments, Financial Services, Investment Strategies
Education
Bentley University 1994 — 1997
Finance, General
Fidelity Investments September 2010 - Present
Nokia June 2008 - March 2010
Fidelity Investments May 2007 - March 2008
BlueCross BlueShield of Massachusetts August 2006 - 2007
The MathWorks July 2004 - March 2005
Putnam Investments September 2000 - March 2004
Education
Bentley University 2004 — 2005
Master of Science in Human Factors in Information Design
University of Massachusetts, Amherst 1994 — 1995
Master of Science, Interior Architecture
Boston University 1984 — 1988
Bachelor of Arts, Art History
Fidelity Investments September 2011 - Present
Skills
Securities, Mutual Funds, Equities, Bloomberg, Fixed Income, Asset Managment, Portfolio Management, Investments, Trading, Risk Management, Corporate Actions, Financial Services, Wealth Management, Data Analysis, Fund Accounting, Settlement, Back Office, Middle Office, Program Management
Education
Bentley University 2009 — 2013
MBA, Concentrations: Mangement and Business Analytics
University of Richmond 2000 — 2004
BA, Political Science, History
Fidelity Investments November 2014 - Present
SEI July 2011 - October 2014
State Street Bank April 2004 - June 2011
Fisher Investments 2000 - 2004
Back Bay Capital 1997 - 2000
Education
Bentley University 1988 — 1990
MBA
Bryant University 1983 — 1985
BS
Fidelity Investments July 2015 - Present
Peoples United Bank April 2011 - March 2015
Ultra Source December 2010 - April 2011
Cellular Specialties, Inc. October 2010 - November 2010
Public Sector Partners June 2010 - September 2010
Woodpellets.com July 2009 - June 2010
Sovereign Bank March 2005 - April 2009
Verizon Connected Solutions March 1999 - March 2003
ASE America March 1998 - September 1998
Loomis, Fargo& Company September 1997 - December 1997
Skills
Direct Recruiting, Performance Management, Employee Relations, HR Business Partnering, Professional Staffing, Contract Recruitment, Internet Recruiting, Full-cycle Recruiting, Training & Development, On boarding, Interviews, Applicant Tracking..., Sourcing, Human Resources, Management, Employee Benefits, Banking, Sales, Hiring, New Hire Orientations, Credit, Finance, Customer Service
Education
Bentley University
HR, HR Certification
Massachusetts College of Liberal Arts
BA, Education / Psychology
Middlesex Community College
AA, Liberal Arts
Fidelity Investments April 2004 - Present
Fidelity Investments May 2002 - April 2004
Fidelity Investments November 1999 - April 2002
Fidelity Investments 1997 - 1999
Lotus Development 1989 - 1996
Honeywell Information Systems 1972 - 1989
Skills
Business Analysis, 401k, Business Process..., Process Improvement, Auditing, Management, Financial Services, Project Management, SDLC, Finance, Requirements Gathering, Insurance, Requirements Analysis, Vendor Management
Education
Bentley University 1975 — 1979
BS, Accounting
Iron Mountain December 2013 - Present
Iron Mountain April 2013 - December 2013
Fidelity Investments 2007 - 2012
State Street July 2007 - September 2007
Investors Bank & Trust June 2004 - July 2007
Investors Bank & Trust December 2001 - June 2004
Investors Bank & Trust December 2000 - December 2001
Investors Bank & Trust March 2000 - December 2000
Skills
Finance, Corporate Finance, Financial Reporting, Accounting, Cash Management, Bloomberg, Financial Analysis, Fixed Income, Asset Managment, Process Improvement, Investments, Fund Accounting, Collateral Management, Derivatives, Asset Management, Hyperion Enterprise, Hyperion Financial..., Blackline, FDM, hyperion smartview, Highly detail oriented, Oracle Applications, Customer Service, Vlookup, Organization &..., Highly motivated..., Flexibility, MS Excel Pivot Tables, User Acceptance Testing, Deferred Compensation, Accruals, Data Validation, Smartview
Education
Boston University Questrom School of Business 2007 — 2010
MBA, Finance
Bentley University 1995 — 1999
BS, Finance
Lebel & Harriman, LLP April 2013 - Present
Great-West Financial September 2012 - April 2013
KeyBank September 2011 - September 2012
MCM Properties May 2009 - January 2010
Fidelity Investments January 2007 - November 2009
Skills
Mutual Funds, Investments, Retirement, 401k, Retirement Planning, Securities, Wealth Management, Asset Allocation, Investment Advisory
Education
Bentley University 2002 — 2006
BS, Finance
Fidelity Investments September 2010 - Present
Fidelity Investments December 2006 - September 2010
Fidelity Investments 2003 - 2006
Skills
Software Project..., PMP, Unix, Sybase, Requirements Analysis, SDLC, Data Modeling, SOA, Program Management, Agile Methodologies, Java, Business Analysis, Software Development, Asset Management, Vendor Management, Fixed Income, Integration, Equities, Project Management, Business Intelligence, SQL, Web Services, Java Enterprise Edition, XML, IT Strategy, Data Warehousing, Databases, Enterprise Architecture, Oracle, Risk Management, Product Management, Financial Services
Education
Bentley University 2001 — 2003
MSCIS, Information Technology
Boston University 1998 — 2000
MS in Financial Economics, Finance
University of Hartford 1993 — 1995
MBA, Finance
Istanbul Technical University 1988 — 1992
BS in Civil Eng., Structural Engineering
L-1 Identity Solutions December 2007 - Present
Raytheon Co. May 2005 - November 2007
Fidelity Investments 2000 - 2005
Skills
Financial Analysis, Process Improvement, Financial Reporting, Accounting, Analysis, Financial Modeling, Forecasting, Business Analysis, Finance, Variance Analysis, Cross-functional Team..., Budgets, General Ledger, Business Strategy
Education
Bentley University 1996 — 2000
Bachelor of Science (BS), Finance
Janus Capital Group December 2013 - Present
Discount Tire Company April 2012 - July 2013
Prudential Financial October 2009 - May 2012
Oxford Investment Partners June 2008 - September 2009
Bank of America February 2005 - November 2007
John Hancock March 1997 - May 1999
Fidelity Investments December 1994 - March 1997
Skills
Risk Management, Financial Analysis, Employee Benefits, Process Improvement, Corporate Governance, Investments, Strategic Planning, Customer Service, Finance, Vendor Management, Teamwork, Training, Leadership, Policy, Records Management, Management
Education
Northeastern University - Graduate School of Business Administration 1993 — 1995
MBA
Bentley University 1988 — 1990
Pension Certificate, Pension Law
University of South Florida 1984 — 1987
Bachelors of Science, Political Science
Fidelity Investments 2007 - Present
Education
Bentley University 1999 — 2002
UBS Securities 2005 - Present
Fidelity Investments 2002 - 2005
J.P. Morgan 1999 - 2002
Skills
Equities, Hedge Funds, Derivatives, Capital Markets, Alternative Investments, Series 7, Structured Products, Investments, Trading Systems, Asset Managment, Prime Brokerage, Portfolio Management
Education
Bowdoin 1995 — 1999
Boston College High School 1991 — 1995
Fidelity Investments March 1999 - Present
Oracle September 1996 - March 1999
Ceridian Employer Services December 1990 - September 1996
Education
Saint Anselm College 1986 — 1990
Bentley University
Masters, Business Adminstration
Mercer January 2008 - Present
Fidelity Investments July 2005 - December 2007
Education
Clark University 2007 — 2009
MBA
Bentley University 2001 — 2005
Fidelity Investments December 2013 - Present
Fidelity Investments February 2011 - December 2013
Fidelity Investments November 2009 - February 2011
Fidelity Investments March 2007 - October 2009
Fidelity Investments October 2004 - March 2007
Fidelity Investments August 2003 - October 2004
Fidelity Investments June 2001 - August 2003
Skills
Program Management, Agile & Waterfall..., Scrum, IT Management, SDLC, Requirements Gathering, Business Analysis, Requirements Analysis, Vendor Management, Agile Methodologies, Software Project..., Business Requirements, Process Improvement, Systems Analysis, Visio, Waterfall, SQL, Project Portfolio..., Business Process..., Project Management, PMO, User Acceptance Testing
Education
Southern New Hampshire University 2002 — 2004
MBA
Franklin Pierce University 1996 — 1998
BA, Financial Management
Bentley University 1995 — 1996
none, undergraduate studies
New England Performance Mustang January 2005 - Present
Fidelity Investments 1995 - 2006
Corporate Software 1993 - 1995
Skills
Vendor Management, Process Improvement, Program Management, ITIL, Project Management, Team Building, Strategic Planning, Business Analysis, Disaster Recovery, Visio, Team Leadership, Operations Management
Education
Bentley University 1998 — 2003
BS, Computer Information Systems
Fidelity Investments 1997 - Present
Education
Bentley University
ADP April 2015 - Present
ADP July 2014 - April 2015
ADP January 2012 - June 2014
Mercer May 2010 - January 2012
Mercer January 2008 - May 2010
Fidelity Investments 2005 - 2007
Bertucci's Corporate Headquarters 2004 - 2005
Skills
Employee Benefits, Benefits Administration, Project Management, Vendor Management, COBRA, HRIS, Process Improvement, Human Resources, Employee Relations, Insurance, Outsourcing, Training, Performance Management, Talent Management
Education
Clark University 2007 — 2009
MBA, Management
Bentley University 2001 — 2005
BS, Managerial Economics
Prudential Financial June 2012 - Present
MassMutual Financial Group May 2012 - June 2012
MassMutual Financial Group December 2009 - April 2012
Fidelity Investments April 2006 - December 2009
Fidelity Investments June 2005 - April 2006
Skills
Access, Excel, MoSes, ProVal, Microsoft Excel, Actuarial Science, Data Analysis, Defined Benefit, Employee Benefits, Finance, Financial Analysis, Financial Modeling, Insurance, Retirement, Risk Management
Education
Bentley University 2001 — 2005
Bachelor of Science, Mathematical Science
Fidelity Investments May 2007 - Present
Fidelity Investments January 2004 - May 2007
Scottrade December 2001 - December 2003
United States Army August 1995 - August 1998
Skills
Defined Benefit, Series 7, Retirement, Series 63, Pensions, Investments, 401k, Project Management, Mutual Funds, Sales, Business Development, Financial Services, Asset Allocation, Strategy
Education
Southern New Hampshire University 2000 — 2002
BS, Finance
Bentley University
Graduate Finance
Fidelity Investments 2010 - Present
Deloitte Consulting 2009 - 2010
BearingPoint 2002 - 2009
EMC 2000 - 2001
Deloitte Consulting 1988 - 2000
GTE Government Systems 1985 - 1988
Skills
IT Strategy, Business Analysis, Program Management, SDLC, Business Process..., Vendor Management, Management Consulting, Software Project..., Business Process, Enterprise Architecture, PMO, Business Intelligence, Governance, Requirements Analysis, Business Transformation
Education
Bentley University 1981 — 1985
BS, Computer Information Systems
Fidelity Investments March 1999 - Present
Blue Cross Blue Shield of Massachusetts 1991 - 1999
CTC 1990 - 1991
Skills
Software Project..., Project Management, Program Management, SDLC, Scrum, Business Analysis, Requirements Analysis, Vendor Management, Agile Methodologies, Requirements Gathering, Process Improvement, Oracle
Education
Boston University 1996 — 1999
MS, Computer Information Systems
Bentley University 1987 — 1990
BS, Business
Fidelity Investments
Skills
Business Analysis, Vendor Management, MS Project, Requirements Gathering, SQL, Visio, Requirements Analysis, Project Management, Software Project..., SDLC, PMP, PowerPoint, Agile Methodologies, Program Management
Education
Bentley University 1998 — 2002
Bachelor of Science, Computer Information Systems
Fidelity Investments October 2009 - Present
TD Bank 1990 - 2009
Fidelity Investments October 2005 - June 2008
Fidelity Investments September 1998 - October 2005
Bank of New Hampshire January 1991 - April 1992
Bank of New Hampshire 1990 - 1992
Bank of New Hampshire 1985 - 1991
Education
Bentley University 1999 — 2002
no, Pension/Actuarial
New England School of Banking 1985 — 1987
Finance, Banking
Fidelity Investments May 2011 - Present
Upromise Investments, Inc. December 2006 - May 2011
CitiStreet 2000 - 2009
Skills
Mutual Funds, Product Management, Project Management, Finance, Management, Relationship Management, 401k, Cross-functional Team..., Retirement, Requirements Analysis, Series 7, Software Documentation, Securities, Financial Services
Education
University of Maine 1991 — 1993
BS, Business Administration
Bentley University 1989 — 1991
Fidelity Investments November 2009 - Present
Bank of America October 2008 - May 2009
Fidelity Investments September 2003 - October 2008
Skills
Financial Analysis, Financial Modeling, Hedge Funds, Strategic Financial..., Capital Markets, Valuation, Risk Management, Finance, Series 7
Education
Bentley University 2006 — 2008
Master's degree, Taxation & Financial Planning
Suffolk University - Sawyer Business School 2003 — 2005
MBA, Accounting
Fidelity Investments April 2010 - Present
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Financial Services, Retirement Planning, Relationship Management, Asset Allocation, Securities, Portfolio Management, Strategic Financial..., FINRA, Retirement, Series 6, Investment Advisory, Risk Management, Asset Management, Equities, Uniform Combined State...
Education
Bentley University 1987 — 1991
S&P CapitalIQ July 2009 - Present
Bentley University January 2009 - 2013
Wellington Management March 2001 - December 2008
Colonial Management November 1997 - March 2001
Fidelity Investments 1993 - 1997
Skills
Equities, Derivatives, Fixed Income, Portfolio Management, Equity Research, Investment Management, Investment Strategies, Data Science, Big Data, Quantitative Finance, Finance, Asset Allocation, Strategy, Alternative Investments, Asset Management, Quantitative Analytics, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1994
Master of Science (MS)
Bentley University 1986 — 1990
BS
Voya Financial (ING, CitiStreet) July 2005 - Present
CitiStreet July 2004 - July 2005
State Street May 2003 - July 2004
Emplanet May 2002 - January 2003
Fidelity Investments April 2001 - May 2002
Fleet Retirement Plan Services July 1998 - April 2001
Putnam Investments April 1997 - July 1998
Putnam Investments April 1996 - April 1997
Skills
Business Analysis, Software Documentation
Education
Bentley University 1995 — 1998
Business
Bristol Community College 1991 — 1994
Business Administration
Fidelity Investments September 2004 - Present
HRBFA March 2003 - August 2004
Fidelity Investments July 2000 - December 2001
Fidelity Investments September 1998 - July 2000
Fidelity Investments March 1997 - September 1998
Fidelity Investments February 1994 - March 1997
Education
Bentley University - McCallum Graduate School of Business 2003 — 2005
Master of Science, Financial Planning
Clark University - Graduate School of Management 1998 — 2002
Master of Business Administration
Bentley University 1989 — 1993
Bachelor of Science, Finance
Fidelity Investments October 2013 - Present
Fidelity Investments January 2010 - Present
Fidelity Investments October 2007 - December 2009
Fidelity Investments August 2006 - September 2007
Fidelity Investments July 2003 - September 2006
Skills
PMP, Project Management, SDLC, PMO, Software Project..., Vendor Management, Business Analysis, Project Portfolio..., Requirements Analysis, Program Management, Project Delivery, Requirements Gathering, Agile Methodologies, Risk Management, Process Improvement, Agile Project Management, Visio, Financial Services, Business Process..., MS Project, Portfolio Management
Education
Bentley University 1992 — 1996
Bachelor, Major: Accounting / Minor: Business Law
Thermo Fisher Scientific January 2014 - Present
Cabot Corporation 2003 - 2008
Fidelity Investments 1996 - 2000
Skills
Process Improvement, Succession Planning, Benefits Administration, HRIS, Onboarding, Employee Relations, Performance Management, Applicant Tracking..., Employee Benefits, Deferred Compensation, Workers Compensation, Talent Acquisition, Recruiting, Organizational..., PeopleSoft, Human Resources, Mergers & Acquisitions, Payroll, Acquisition Integration, Talent Management, Personnel Management, Change Management, Executive Pay, Workforce Planning, Organizational Design
Education
Bentley University 1994 — 1996
MS, Finance
Fidelity Investments 2006 - Present
Fidelity Investments 2005 - 2006
Fidelity Investments 1997 - 2005
Skills
Equities, Strategic Financial..., Management, Options, Series 7, Wealth Management, Asset Allocation, Retirement Planning, Series 63, Investments, Retirement, Financial Services
Education
Bentley University 2007 — 2010
M.S., Financial Planning
Colby College 1989 — 1993
BA, Economics, German, minor in Business
TIAA-CREF 2013 - Present
Fidelity Investments 2012 - 2013
Independent Consultant 2009 - 2012
BNY Mellon Asset Servicing 2006 - 2009
Mellon Institutional Asset Management 2000 - 2006
Mellon Institutional Asset Management 1998 - 2000
The Boston Company Asset Management 1996 - 1998
Massachusetts Industrial Finance Agency 1994 - 1996
Skills
Mergers, Strategic Planning, Divestitures, Joint Ventures, Due Diligence, Business Strategy, Analysis, Financial Modeling, Accounting, Budgeting, Forecasting, Business Planning, Valuation, Restructuring, Corporate Finance, Negotiation, Financial Management, Financial Analysis, Asset Management, Financial Planning, Strategy Development, DCF, Management Consulting, Business Valuation, Acquisition Integration, Corporate Development, Competitive Analysis, New Business Development, Business Transformation, Business Management, Project Finance, Strategic Consulting, Acquisition Screening, Comparable Analysis, Business Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1993
MBA
Bentley University
BS Accountancy
Fidelity Investments Senior ProgrammerChubbLife America1991 - 1997
Blue Cross Blue Shield of NH August 1987 - February 1991
Education
Bentley University
Fidelity Investments March 1986 - Present
Addison Wesley June 1985 - March 1986
General Electric May 1982 - June 1985
Skills
Project Portfolio..., Software Development, Investments, IT Management, Product Management, Change Management, Outsourcing, Business Strategy, Cross-functional Team..., Requirements Gathering
Education
Bentley University 1978 — 1982
BS, Computer Information Systems
BMO Capital Markets May 2015 - Present
RBC Capital Markets November 2005 - Present
Bentley University 2003 - 2006
IBM May 2005 - September 2005
Fidelity Investments May 2004 - December 2004
Merrill Lynch November 2002 - October 2003
Morgan Stanley May 2002 - October 2002
Skills
Telecommunications, Equities, Equity Trading, Series 7, Trading, Finance, Investments, Capital Markets, Financial Services, Bloomberg, Risk Management, Valuation, Financial Analysis
Education
Bentley University 2001 — 2006
BS, Corprorate Finance & Accounting
Fidelity Investments January 2002 - Present
Akamai Financial Markets 1999 - 2001
Skills
SDLC, Requirements Analysis, SQL, Integration, Vendor Management, Data Warehousing
Education
Bentley University 1994 — 1998
Computer Information Systems, Computer Science
Gurtin Fixed Income Management, LLC August 2013 - Present
Fidelity Investments March 2013 - June 2013
Fidelity Investments June 2010 - February 2013
F.L. Putnam Investment Management Company June 2009 - June 2010
DiSanto, Priest & Co. May 2008 - August 2008
Education
Bentley University 2006 — 2010
BS, Economics-Finance Major, Information Technology Minor
Fidelity Investments 2012 - Present
Fidelity Investments 2011 - 2012
Fidelity Investments 2004 - 2011
Citizens Bank 2003 - 2004
Banco Santander 2002 - 2003
Rasbank 2000 - 2002
Skills
Equities, Operations Management, Hedge Funds, Mutual Funds, Portfolio Management, Bloomberg, Investments
Education
Università degli Studi di Torino 1998 — 1999
MSc, Financial Management
Bentley University 1992 — 1996
BS, Management
Citizens Bank May 2015 - Present
RBS Citizens Financial Group 2012 - Present
Fidelity Investments 2006 - 2011
KPMG 2004 - 2006
Bank of America 2000 - 2004
Skills
Auditing, Financial Services, Risk Management, Internal Audit, Internal Controls, Business Process..., Risk Assessment, Governance, Regulatory Compliance, Operational Risk
Education
Bentley University 1996 — 2000
Bachelor of Science, Accounting
Keenan and Associates July 2014 - Present
Beecher Carlson April 2007 - June 2014
Fidelity Investments June 2006 - April 2007
Skills
Risk Management, Commercial Insurance, Insurance, Property & Casualty..., Liability, Management, Brokers, Workers Compensation, Underwriting, Account Management, Marketing
Education
Bentley University 2002 — 2006
BS, Corporate Finance and Accounting
Fidelity Investments September 2006 - Present
Standish Mellon Asset Management 1998 - 2006
Education
Boston College - Carroll School of Management 1998 — 2000
Master of Business Administration (MBA)
Bentley University 1990 — 1994
BS
AmplifyRIA, LLC February 2014 - Present
Charles Schwab September 1999 - September 2008
Scudder Investments July 1998 - August 1999
Fidelity Investments August 1997 - September 1998
Skills
Financial Analysis, Sales, Investments, Portfolio Management, Asset Management, Finance, Financial Services, Series 7, Strategic Planning, Mutual Funds, Microsoft Word, Banking, Hedge Funds, Retail, Marketing Strategy, Negotiation, Fixed Income, Microsoft Office, Equities, Microsoft Excel, Customer Service, Alternative Investments, Asset Managment, Sales Management, Securities, Problem Management, Advising People, Collaborative Problem...
Education
Bentley University 1992 — 1996
Bachelor of Science (BS), Finance and Financial Management Services
GE Capital April 2014 - Present
Yale University October 2012 - April 2014
Clean Harbors December 2010 - October 2012
BT Conferencing January 2004 - December 2010
BT Conferencing Inc April 2003 - January 2004
Fidelity Investments October 2000 - August 2002
PricewaterhouseCoopers LLP January 1999 - October 2000
Skills
Internal Audit, Auditing, Sarbanes-Oxley Act, Accounting, Business Analysis, Finance, Financial Accounting, Financial Analysis, Financial Reporting, General Ledger, Internal Controls, Management, Process Improvement
Education
Bentley University 2007 — 2012
Master of Business Administration (MBA), Accounting
Bentley University 2004 — 2007
MSIT, Information Technology
Isenberg School of Management, UMass Amherst 1995 — 1999
Bachelor's, Accounting & Information Systems
Visa November 2014 - Present
Visa September 2012 - November 2014
Fidelity Investments September 2010 - September 2012
Stax Inc. May 2010 - September 2010
Merrill Lynch September 2009 - December 2009
BPD Bank June 2009 - August 2009
Banco Popular Dominicano, C. x A. June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Strategic Planning, Marketing, Bloomberg, Marketing Analytics, Data Analysis, Audience Measurement, Performance Management, Key Performance..., Social Media, Social Media Marketing, Social Media Measurement, Data Analytics, Analytics, Finance, Investments, Management, Strategy, Microsoft Office
Education
Bentley University 2006 — 2010
Bachelor of Science, Economics-Finance and Global Perspectives
Carol Morgan School 1992 — 2006
Diploma, High School
EMD Millipore Corporation October 2008 - Present
Fidelity Investments January 2008 - August 2008
Sun Microsystems September 2005 - January 2008
Storage Technology Corporation April 1995 - September 2005
Hasbro April 1993 - April 1995
Bose Corporation March 1992 - April 1993
Bull HN Information Systems July 1988 - March 1992
Skills
Mergers & Acquisitions, International Tax, Tax, Transfer Pricing, Corporate Tax, Income Tax, Strategy, Business Planning, Management, Integration, Foreign Tax Credit, Sarbanes-Oxley Act, Project Planning, SEC filings, Subpart F
Education
Bentley College
Masters of Science, Taxation (1994)
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Accounting (1988)
Liberty Mutual Insurance January 2012 - Present
The Boston Consulting Group September 2008 - January 2012
Fidelity Investments September 2007 - September 2008
Fidelity Investments August 2005 - August 2007
Skills
Management, Data Analysis, Process Improvement, Requirements Gathering, SDLC, SQL, Visio, Business Requirements, Business Analysis, Analysis, Risk Management, Project Management, Business Intelligence, Microsoft Excel
Education
Bentley University 2008 — 2011
Master of Business Administration (MBA), Management of Technology and Operations, 3.4
Northeastern University 2001 — 2003
Certificate in Software Development, 3.86
Bentley College 1996 — 2000
Bachelor's degree, Economic/Finance
Hologic February 2013 - Present
FIDELITY INVESTMENTS March 2007 - September 2012
CONVERSENT COMMUNICATIONS, LLC January 2006 - January 2007
INCOME TAX CONTRACTING SERVICES July 2005 - October 2005
PAVENTO, RATCLIFFE, RENZI, & CO December 1998 - June 2000
ERNST & YOUNG LLP December 1996 - December 1998
Data General Corporation October 1994 - December 1996
Data General Corporation December 1993 - October 1994
Data General Corporation June 1988 - December 1993
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Turbo Tax, QuickBooks, RIA, CCH, Account Reconciliation, Accounting, Tax Returns, Sarbanes-Oxley Act, Sales Tax, Income Tax
Education
Bentley College 1992 — 1995
Master of Science (M.S.), Accountancy
College of the Holy Cross
Bachelor of Arts, English/Liberal Arts
Cammack Retirement Group October 2010 - Present
FIDELITY INVESTMENTS January 2006 - May 2010
MERCER HR SERVICES/PUTNAM INVESTMENTS June 2000 - January 2006
MERCER HR SERVICES/PUTNAM INVESTMENTS October 1999 - June 2000
MERCER HR SERVICES/PUTNAM INVESTMENTS July 1997 - October 1999
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY September 1994 - June 1997
Skills
Process Improvement, Management, Vendor Management, Leadership, Retirement, CRM, Financial Services, Relationship Management, Retirement Planning, Team Leadership, Analysis
Education
Bentley University 1990 — 1994
Bachelor of Science, Finance
Great-West Financial October 2014 - Present
JP Morgan October 2013 - October 2014
BridgePoint Group, LLC December 2011 - February 2012
Fidelity Investments March 1994 - March 2011
Skills
Employee Benefits, Mutual Funds, Compliance, Healthcare Management, Strategic Planning &..., Team Leadership, Cross-functional Team..., Strategic Planning, Budgets, Risk Management, Team Building, Contract Negotiation, Outsourcing, Analysis, Healthcare, Financial Services, Investments, Finance
Education
Bentley University 2013 — 2013
Master of Science in Financial Planning
Regis College Graduate School of Health Professions, Weston, MA 2012 — 2012
Graduate Certificate in Health Administration, Health/Health Care Administration/Management, GPA 4.0/4.0
Seton Hall University - W. Paul Stillman School of Business 1992 — 1994
MBA, Summa Cum Laude, Concentrations in Finance and International Business
Seton Hall University, B.S.
BS, Summa Cum Laude, Business Education and Accounting
Mercer January 2012 - Present
Fidelity Investments January 2001 - September 2011
Skills
Pensions, 401k, Employee Benefits, Retirement, Defined Benefit, Pension Administration, Executive Pay, Financial Services
Education
Bentley University 2012 — 2015
Master of Business Administration (M.B.A.)
Bryant University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments December 2014 - Present
Skills
Financial Analysis, Finance, Microsoft Excel, Microsoft Office, Customer Service, Financial Modeling, Process Improvement, Business Analysis, Analysis, Leadership
Education
Bentley University 2000 — 2004
Bachelor's Degree, Finance, General
Fidelity Investments 2004 - Present
Fidelity Investments November 1991 - Present
Skills
Customer Service, Project Management, Leadership, Public Speaking, PowerPoint, Social Media, Team Building
Education
Bentley University 2006 — 2009
Master's Degree, Financial Planning and Services
Boston University 1996 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General
Syracuse University 1986 — 1990
Bachelor's degree, Political Science and Government