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 September 2015 - Present
Fidelity Investments August 2015 - August 2015
Fidelity Investments February 2015 - August 2015
TD June 2013 - February 2015
North Carolina Hillel August 2010 - August 2011
Dick's Sporting Goods May 2008 - August 2010
University of Miami Department of Wellness and Recreation August 2008 - May 2009
Education
University of North Carolina at Chapel Hill 2009 — 2012
Bachelor of Arts (B.A.), Political Science and Government, with minors in History and Social and Economic Justice
University of Miami - School of Business 2008 — 2009
Business Administration and Management, General
Fidelity Investments May 2015 - Present
Skills
Microsoft Word, Social Networking, Microsoft Office, Public Speaking, PowerPoint, Time Management, Microsoft Excel, Social Media, Research, Customer Service, Teamwork, Leadership, Event Planning, Facebook, Editing, Fundraising, Community Outreach, Writing
Education
University of Massachusetts, Amherst 2013 — 2017
Bachelor of Arts (B.A.), Economics and English with Computer Science Minor
Zerto December 2013 - Present
Rapid7 August 2012 - December 2013
Intuit July 2010 - August 2012
Keane January 2007 - July 2010
Fidelity Investments 2006 - 2007
VNU Business Publications 2005 - 2006
Skills
Cloud Computing, Enterprise Software, SaaS, Information Security, Network Security, Pre-sales, Salesforce.com, Security, Solution Selling, Business Analysis, Information Security..., PCI DSS, SDLC, Requirements Analysis, Networking, Process Improvement, Disaster Recovery, Visio, Vendor Management, Databases, Integration, Penetration Testing, Professional Services, Computer Security, CRM, IT Strategy, CISSP, Program Management, Agile Methodologies, Business Intelligence, Project Management, Software Project..., Virtualization, Linux, Vulnerability Assessment, VMware, Facebook, Start-ups
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
Fidelity Investments April 2012 - Present
Fidelity Investments 2008 - 2012
Fidelity Investments 2006 - 2008
Fidelity Investments 1999 - 2006
MediaOne 1996 - 1999
Continental Cablevision 1995 - 1996
Continental Cablevision 1990 - 1995
Skills
Executive Communications, Internal Communications, Strategic Communications, Writing, Public Relations, Editing, Corporate Communications, Event Management, Non-profits, Philanthropy, Executive Coaching, Corporate Social..., Media Relations, Speech Writing, Thought Leadership, Cross-functional Team..., Communications Planning, Contract Negotiation, Communication Training, Nonprofits, Sponsorship, Message Development, Government Relations, Community Relations, Video Production, Stakeholder Engagement, Lobbying, Sponsorship Development, Grant Management, Public Awareness..., Team Management, Corporate Website..., Content Development, Proposal Evaluation, Spokesperson, Presentation Development, Program Development, Campaign Strategies, Audience Development, Survey Design, Employer Branding, Advocacy, Legislative Relations, Messaging, Marketing, Press Releases, Newsletters, Strategic Planning, Management, Policy
Education
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Arts, Communications
Rockport High School
University of Miami August 2014 - Present
Fidelity Investments September 2013 - April 2014
Outlook International, Inc. August 2013 - September 2013
Perez & Rodriguez, P.A. September 2011 - December 2012
University of Miami Institute of Cuban and Cuban American Studies May 2008 - May 2010
Education
University of Miami 2006 — 2010
Bachelor of Arts (B.A.), Political Science/Business Law/History
Belen Jesuit Preparatory School 2002 — 2006
High School
Fidelity Investments October 2014 - Present
Four Financial Management March 2014 - October 2014
White House Financial & Investment Solutions, LLC October 2011 - March 2014
Bromberg Translation Services February 2011 - October 2011
Skills
Highly detail oriented, Troubleshooting, Proposal Writing, Investment Management, Team Building
Education
University of Michigan
Bachelor of Arts (B.A.), Political Science
Fidelity Investments August 2015 - Present
Northwestern Mutual June 2014 - Present
Isenberg School of Management, UMass Amherst January 2014 - May 2014
Merrill Lynch May 2013 - August 2013
Jones Beach State Park May 2011 - August 2013
New York Lizards May 2011 - August 2011
Baseball Summer Camp June 2009 - June 2011
Skills
Social Media, Public Speaking, Marketing, Microsoft Word, Community Outreach, Event Management, Higher Education, Management, PowerPoint, Sales, Microsoft Excel, Event Planning, Microsoft Office, Facebook, Market Research, Leadership, Teamwork, Risk Assessment, Customer Service, Finance
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor's Degree, Economics
Chaminade High School 2006 — 2010
Sandler Training of South Portland September 2009 - Present
Southern Maine Networking Group 2006 - 2009
BNI 2003 - 2007
Fidelity Investments 1996 - 2001
Sunshine Group Broadcasting 1984 - 1988
Maine Public Broadcasting Network 1903 - 1912
WBLM 1900 - 1910
Skills
Public Speaking, Strategic Planning, Social Media Marketing, Advertising, Marketing, Marketing Strategy, New Business Development, Sales, Cold Calling, Personal Development..., Coaching, Sales Management, Leadership, Team Building, Entrepreneurship, Direct Sales, Team Leadership, Social Networking, SEO, Personal Development, Email Marketing, Customer Service, Sales Process, Social Media, Lead Generation, Training, Online Marketing, Online Advertising, Copywriting, Management
Education
University of Massachusetts, Amherst
Communications
Convergys July 2010 - Present
Fidelity Investments May 1991 - March 2010
Education
Xavier University - Williams College of Business 1994 — 2000
MBA, Finance
University of Michigan 1986 — 1990
BA, Economics
Merrill Lynch February 2012 - August 2013
Brendan Murphy Art September 2010 - February 2012
CKW Financial Group May 2010 - August 2010
Fidelity Investments August 2006 - March 2010
Banc of America Securities January 2004 - July 2005
AXA Advisors August 2002 - January 2004
Skills
Project Management, Investments, Process Improvement, Series 63, Strategic Planning, Asset Management, Business Development, Management Consulting, Trading, Business Planning, New Business Development, Business Strategy, Series 7, Finance, Retirement, Retirement Planning, Financial Services
Education
University of Miami 1992 — 1997
Bachelor of Science, Double Major: Photojournalism & Sociology
Fidelity Investments January 2006 - Present
American Chrome and Chemicals June 1992 - July 1997
ExxonMobil May 1991 - May 1992
Skills
Process Improvement, Project Engineering, Project Management, Air Quality Engineering, Quality Control, Lean Manufacturing, Business Analysis, Cross-functional Team..., Operations Management, Leadership, Program Management, Strategic Planning
Education
University of Michigan 1987 — 1991
Industrial & Operations Engineering
Fidelity Investments August 2015 - Present
AXA Advisors February 2015 - July 2015
Liquidity Services, Inc September 2012 - September 2014
Google Online Marketing Challenge January 2012 - May 2012
Adrienne Arsht Center for the Performing Arts May 2011 - August 2011
Skills
Email Marketing, Social Media, Online Marketing, Google Adwords, Marketing, Social Media Marketing, Copywriting, Google Analytics, Marketing Research, Marketing Communications, Marketing Automation, Online Advertising, Microsoft Excel
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing and Psychology
Fidelity Investments February 2012 - August 2013
Bayberry Nurseries & The Great Hill Horticultural Foundation October 2011 - January 2012
Graham Institute of Sustainability September 2010 - January 2011
Pomykala Farm April 2009 - August 2010
Phosphoreduc / UVM Constructed Wetland Research Laboratory September 2008 - August 2010
Skills
GIS analysis, Adobe Creative Suite, Planning, Spanish, Microsoft Office, Research, Technical Writing, Critical Thinking, Proposal Writing, Analysis, Sustainability, Public Speaking, Data Analysis
Education
University of Michigan 2010 — 2010
M.L.A., Landscape Architecture
University of Vermont 2006 — 2010
B.S., Environmental Sciences
Krueger and Assocaites LLC September 2003 - Present
Temple Ohabei Shalom August 2009 - Present
Boston Chauffeur 2013 - 2015
Boston Chauffeur Inc March 2013 - September 2014
Fidelity Investments March 2005 - April 2013
BostonCoach March 2005 - April 2013
Boston Secession 1993 - 2008
Commonwealth of Massachusetts March 1979 - September 2003
Boston Symphony Orchestra 1989 - 2002
Skills
Transportation, Event Management, Strategic Planning, Contract Negotiation, Event Planning, New Business Development, Management, Account Management, Team Building, Logistics, Operations Management, Budgets, Leadership Development, Program Management, Negotiation, Nonprofits, Microsoft Office, Customer Satisfaction, Customer Service, Strategy, Sales, Business Development, Leadership, Sales Management, Training, Process Improvement, Business Planning, Marketing Strategy, Coaching, Team Leadership, Public Relations, Marketing, Business Strategy, Project Planning, Change Management, Entrepreneurship, Project Management, Start-ups, Social Networking, Social Media Marketing, Networking, Salesforce.com, Sales Operations, Analysis, Fundraising, Social Media, Strategic Partnerships, Recruiting, Public Speaking, CRM
Education
University of Miami 1986 — 1989
PhD, Organizational Development
California Financial Partners, Inc. April 2013 - Present
Fidelity Investments January 2012 - March 2013
UBS Private Wealth Management September 2007 - January 2012
Deutsche Bank August 1999 - September 2007
Skills
Certified Financial..., Certified Investment..., Series 7, Series 65, Series 63, Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Management, Alternative Investments, Investment Advisory, Strategic Financial..., Uniform Combined State..., Retirement Planning, Securities, Investment Strategies, Financial Advisory
Education
University of Miami - School of Business 1995 — 1999
Bachelor of Business Administration (BBA), Finance
Partners HealthCare February 2014 - Present
Fidelity Investments June 2011 - September 2013
Fidelity Investments August 2007 - June 2011
Fidelity Investments 2005 - 2007
Fidelity Investments 2002 - 2005
Fidelity Investments 2001 - 2002
Fidelity Investments 1999 - 2001
Skills
Data, Project Management, Systems Analysis, Business Analysis, Technology, Project Planning, Product Management, Requirements Gathering, Quality Assurance, Access, Testing, Training, Project Portfolio..., Strategy, Management, Databases
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor's degree, Women's Studies
University of Massachusetts, Amherst
Bachelor's degree, Political Science and Government
Boston Billing Solutions, Inc. 1997 - Present
Fidelity Investments 1993 - 1997
Fidelity Investments 1990 - 1993
Skills
Mental Health, Adolescents, Medical Billing, Invoicing, Healthcare, Health Education, Healthcare Information..., Revenue Cycle, EMR, Treatment, Public Health, Leadership, Nonprofits
Education
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Science, Communication
Access Global, LLC February 2009 - Present
Fidelity Investments November 2005 - February 2009
Skills
Private Equity, Outsourcing, Management, Portfolio Management, Equities, Wealth Management, Asset Management, Series 7, Alternative Investments, Investments, Mutual Funds
Education
IESE
University of Miami
Bachelor of Arts, Economics, Political Science
Villanova University
SIX SIGMA MASTER BLACK BELT
BB&T April 2014 - Present
Fidelity Investments August 2012 - April 2014
Progress Energy June 2001 - October 2012
Lucent / INS 1998 - June 2001
IBM Global Services 1996 - 1998
Accenture 1995 - 1996
JB Hunt Transport Services, Inc. 1995 - 1996
Kemper Insurance 1994 - 1995
IBM 1987 - 1991
Skills
Network Design, Routers, Switches, WAN, Networking, IDS, Security, Network Security, Firewalls, ITIL, Virtualization, Vulnerability Management, VPN, TCP/IP, Integration, Disaster Recovery, Visio, Cisco Technologies, Juniper, Servers
Education
University of North Carolina at Greensboro 1988 — 1991
MBA, Business Administration
University of Michigan 1982 — 1987
B.S.E., Computer Engineering
Qualys University
Certified Qualys Engineer, compliance
Enterprise Bank (Enterprise Bancorp) June 2005 - Present
Enterprise Bank (Enterprise Bancorp) September 2008 - Present
Property Brothers, LLC January 1901 - Present
Symitar November 2003 - April 2005
Fidelity Investments June 2000 - August 2003
Skills
Commercial Loan..., Commercial Lending..., Property Management, Real Estate Sales...
Education
University of Massachusetts, Amherst 1996 — 2000
Bachelors, Finance & Operations Management
Fidelity Charitable May 2001 - Present
Fidelity Investments 1997 - 2001
Fidelity Investments October 1989 - May 1997
Skills
Business Continuity..., Information Security..., Vendor Management, Records Management
Education
University of Massachusetts, Amherst
Fidelity Investments June 2003 - Present
Lucent Technology May 2000 - June 2002
Skills
Spring MVC, DB2, MS SQL Server, Hibernate, iBatis, Control-M, WebFOCUS, Informatics, JQuery, J2EE, Websphere, Coldfusion, Maven, Struts, Oracle, TcServer, Java, XML, JavaScript, CSS, HTML 5, Unix, Linux, Windows, Spring, JMS, Web Services, SOAP, RESTful
Education
University of Michigan 1998 — 2000
Master, Geophysics
Robert Half Management Resources March 2013 - Present
Fidelity Investments November 2011 - November 2012
Procter & Gamble June 2000 - October 2011
Bain & Company June 1999 - August 1999
Skills
Forecasting, Competitive Analysis, Cross-functional Team..., Business Strategy, Strategy, Pricing, Financial Analysis, Business Planning, Consumer Products, SAP, Analysis, Management
Education
University of Michigan Business School 1998 — 2000
BBA, Finance & Accounting
University of Michigan 1996 — 1998
Liberal Arts
Top Ten Promos July 2005 - Present
PHNX Boards July 2013 - Present
Stran & Company July 2003 - July 2005
Source4 August 2001 - December 2002
Consolidated Marketing Services October 1997 - August 2001
Harte-Hanks Direct Marketing February 1997 - October 1997
Fidelity Investments January 1986 - December 1988
Skills
Marketing Strategy, Customer Service, Advertising, Program Management, Start-ups, Social Media Marketing
Education
University of Massachusetts, Amherst 1979 — 1983
BA, English
Reebok January 2015 - Present
Reebok August 2012 - Present
Reebok International Ltd November 2010 - August 2012
Reebok August 2010 - November 2010
Nike, Inc June 2009 - August 2009
Fidelity Investments June 2008 - August 2008
Skills
Product Marketing, Product Development, Market Research, Product Management, Consumer Products, Merchandising, Apparel, Marketing, Retail, Cross-functional..., Cross-functional..., Sales Analysis, E-commerce, Event Management, Project Management, Project Planning, Social Media Marketing, Retail Buying, Google Analytics, Corporate Partnership..., Brand Management, Footwear, Marketing Strategy
Education
University of Miami 2006 — 2010
BBA, International Finance & Marketing, Spanish, French
University of Miami 2006 — 2010
Bachelor of Business Administration (B.B.A.), International Finance
Cruises and Tours Unlimited July 2014 - Present
Cain Solutions LLC July 2008 - Present
Fidelity Investments June 2002 - June 2007
IBM March 1983 - June 2002
Skills
Customer Service, Call Centers, Customer Satisfaction, Virtual Teams, Team Leadership, Research, Public Speaking, Windows, Creative Writing, Microsoft Office, Technology, Human Resources, Leisure Travel, Employee Benefits
Education
College credits and employer education equivalent to a degree in Business Administration
University of Miami
Certificate, Human Resources Management
Michigan Sport Business Conference December 2014 - Present
Michigan Sport Business Conference January 2014 - December 2014
LPGA May 2014 - August 2014
Fidelity Investments May 2013 - August 2013
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Current GPA - 4.04/4.00
University of Michigan 2012 — 2016
Ramapo High School 2008 — 2012
GPA - 4.00/4.00
Jacobs Engineering Group Inc October 2014 - Present
Fidelity Investments 2008 - January 2014
Fidelity Real Estate Company 1996 - 2008
Carlson Design Construct 1994 - 1996
Skills
Project Planning, Project Management, Electrical Engineering, Mechanical Engineering, Automation, Data Center design,..., Disaster Recovery, Vendor Management, Customer Engagement, Business Modeling, Real Estate Due..., Investment Properties, Energy Efficiency, Carbon Footprinting, Facilities Management, Capital Budgeting, CMMS, Fire Protection..., HVAC, Plumbing Engineering, Program Management, HVAC Controls, Renewable Energy Systems, Construction, Business Development, Infrastructure..., Operations Management, Management, Data Center, Engineering
Education
University of Massachusetts, Amherst
Bachelor of Science 1986, Mechanical Engineering
Kraft Sports Group-New England Revolution May 2014 - Present
Mercer June 2013 - September 2013
Konica Minolta Business Solutions U.S.A., Inc. May 2012 - April 2013
Diamond Diagnostics January 2010 - August 2010
New England Revolution March 2009 - August 2009
New England Revolution January 2008 - November 2008
New England Revolution January 2007 - December 2007
Fidelity Investments 2004 - 2006
Skills
Microsoft Office 2003, Goldmine, Vantive, Oracle Applications, Sales, 401k, Pensions, Salesforce.com, Outlook, Account Management, Customer Service, Microsoft Excel, Event Management, Microsoft Office, PowerPoint, Marketing, Microsoft Word, Advertising, Social Networking, Facebook, Management, New Business Development, Sales Operations, Sales Process, Social Media Marketing
Education
University of Massachusetts, Amherst 1997 — 2003
Liberal Arts, Spanish
Framingham High School 1993 — 1997
Diploma
Fidelity Investments June 2014 - Present
University of Michigan School of Engineering September 2010 - May 2014
Fidelity Investments June 2013 - August 2013
Camp Thoreau June 2011 - August 2012
Family Eye Care Center May 2012 - June 2012
The Thoreau Club June 2008 - August 2010
Skills
Mechanical Engineering, Matlab, C++, Solidworks, CES EduPack, Kaleidagraph, Microsoft Excel, Microsoft Word, Figure Skating, PowerPoint, Labview, Simulink, Maple
Education
University of Michigan 2010 — 2014
Bachelor of Science in Engineering (BSE), Mechanical Engineering
Concord Carlisle High School 2006 — 2010
Fidelity Investments September 2015 - Present
Park Street May 2015 - July 2015
Park Street January 2015 - May 2015
TestMasters June 2014 - December 2014
David K. Tucker, P.A. May 2014 - December 2014
N.B.R Vending June 2009 - August 2013
mobli January 2013 - May 2013
Menne Auto Sales May 2011 - August 2012
Pooldip January 2012 - May 2012
J. Mariano Construction May 2010 - August 2010
Skills
Microsoft Excel, Social Networking, Time Management, PowerPoint, Social Media, Social Media Marketing, Marketing Strategy, Organization, Leadership, Customer Service, Public Speaking, Microsoft Office, Team Leadership, Facebook, Marketing, Microsoft Word, Management, Creativity, Business, Financial Strategy, Financial Planning, CRM Databases
Education
University of Miami 2012 — 2015
Bachelor of Arts (B.A.), Political Science/Psychology
University of Pittsburgh 2010 — 2011
Ramapo High School 2006 — 2010
Interfraternity Council November 2014 - Present
Leading and Learning Tutoring September 2014 - Present
The University of Miami August 2012 - Present
Fidelity Investments June 2015 - August 2015
Liberty Mutual Insurance May 2014 - August 2014
Category 5 Boat Shoes May 2013 - August 2013
Education
University of Miami - School of Business 2012 — 2016
Fidelity Investments August 2015 - Present
Fidelity Investments May 2014 - July 2015
Fidelity Investments June 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Financial Strategy Network, LLC June 2011 - August 2011
Skills
Series 7, Series 63, Series 65, Voice of the Customer..., Customer Experience..., Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, PowerPoint
Education
University of Michigan 2010 — 2014
Bachelor's degree
Lorenzo de' Medici 2013 — 2013
State Street July 2015 - Present
Catholic Charities of the Archdiocese of Boston July 2011 - Present
Junior Achievement of Northern New England September 2013 - Present
State Street August 2008 - July 2015
Fidelity Investments May 2005 - August 2008
State Street Bank February 1999 - June 2003
Skills
Securities, Derivatives, Process Improvement, Business Analysis, Program Management, Data Analysis, Change Management, Operations Management, Capacity Planning, Lean Fundamentals, Reference Data, Business Integration, Vendor Management, Organizational..., Business Development, Training Programme..., Training Delivery, Workflow Diagrams, PowerPoint, Excel, Word, Global Client Management, Italian, Microsoft Excel
Education
University of Miami 1994 — 1998
BA, Psychology/Biology
Braintree High School 1990 — 1994
William Raveis Real Estate February 2014 - Present
William Raveis Real Estate September 2012 - February 2014
Coldwell Banker Residential Brokerage May 2010 - September 2012
Fidelity Investments August 1999 - March 2010
Skills
Real Estate, Buyer Representation, Residential Homes
Education
Lenape Valley
University of Massachusetts, Amherst
IDEXX Laboratories November 2013 - Present
Persystence, Inc. October 2004 - November 2013
BlueCross BlueShield of MA January 2009 - February 2010
Fidelity Investments 2007 - 2007
Cogentric, Inc. March 2001 - September 2004
Darwin Partners 2002 - 2004
Conduciv, Inc. September 1998 - March 2001
Software Quality Partners 1990 - 1999
Skills
SDLC, Agile Methodologies, Software Project..., PMP, Vendor Management, Program Management, Requirements Analysis, Scrum, Software Development, Cloud Computing, Agile Project Management, Integration, Outsourcing, Project Management, PMO, CRM, Change Management, Enterprise Architecture, Enterprise Software, IT Strategy, Quality Assurance, SaaS, Security, SharePoint, Testing, Performance Testing, Building Automation, Test Automation
Education
Project Management Institute 2011 — 2011
Project Management Professional (PMP), Project Management
University of Massachusetts, Amherst 1987 — 1989
MBA, Marketing and Finance
University of Massachusetts, Amherst 1983 — 1987
BS, Applied Mathematics
CSM Training
Big Visible, Certified Scrum Master
Fidelity Investments June 2015 - Present
Cobalt Mortgage May 2014 - August 2014
Barnes & Noble May 2012 - August 2012
Baylor University May 2011 - August 2011
Skills
Microsoft Office, Minitab, SPSS, International Finance, International Marketing, Economics
Education
University of Miami 2011 — 2015
Bachelor’s Degree, International Finance & Economics
Knapp, Schenck & Co. Insurance Agency August 2007 - September 2008
Fidelity Investments September 2005 - August 2007
Fidelity Investments January 2004 - August 2007
FPCMS, Fidelity Investments February 2005 - September 2005
CSS, Fidelity Investments November 2004 - February 2005
OSG, Fidelity Investments December 2003 - October 2004
Browning Ferris Industries June 2002 - November 2003
UBS Financial Services, Inc January 2001 - May 2002
UBS Financial January 2000 - June 2001
Education
University of Massachusetts, Amherst 1998 — 2002
University of Massachusetts, Amherst
Political Economy Major
Boston Medical Center January 2013 - Present
Riverside Community Care September 2011 - January 2013
OECD - Organization for Economic Cooperation & Development September 2009 - December 2009
CEF Argentina June 2009 - August 2009
Fidelity Investments 2006 - 2008
Skills
Research
Education
American University of Paris & NYU Wagner School of Government 2008 — 2011
Master's of Public Administration, Health Policy
Wellesley College 2002 — 2006
BA, Psychology, Economics
University of Oxford 2004 — 2004
Environmental Policy & Global Sustainability
University of Melbourne
Economics
Wellesley High
IDEXX Laboratories January 2013 - Present
Liberty Mutual Group July 2010 - December 2012
Bottomline Technologies November 2009 - July 2010
Fidelity Investments 2006 - July 2009
Fidelity Investments 2003 - 2006
Fidelity Investments 2001 - 2003
Exodus Communications 1999 - 2001
Liberty Mutual 1985 - 2001
Skills
Cross-functional Team..., Project Management, Outsourcing, Requirements Analysis, Agile Methodologies, Leadership, Risk Management, PMP, Benefits Administration, Requirements Gathering, SDLC, Six Sigma
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 1998
MBA, Business
University of Michigan 1981 — 1985
Lifetime Benefit Solutions, Inc. October 2012 - Present
Lifetime Benefit Solutions (formerly EBS-RMSCO) August 2010 - October 2012
EPIC Advisors, Inc. January 2006 - March 2009
QIA 2008 - 2008
Citizens Banking Corporation December 2003 - December 2005
Fidelity Investments 1993 - 2002
Skills
Process Improvement, Product Management, Project Management, Management, Six Sigma, Strategic Planning, Business Planning, Mutual Funds, Financial Services, Wealth Management, Defined Contribution, Retirement, Investments, 401k, Series 7, Product Development, Relationship Management
Education
University of Michigan 1981 — 1990
MBA, Finance
Fidelity Investments November 2014 - Present
University of Michigan September 2010 - May 2014
UBS May 2013 - August 2013
PHH Mortgage May 2012 - August 2012
Passariellos Pizzeria & Italian Eatery April 2010 - August 2011
Family Service June 2006 - August 2009
Skills
Data Analysis, Social Media, Event Planning, Leadership, •Quantitative..., Statistics, SPSS, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Team Leadership, Financial Analysis, Economics, Project Management, Portfolio Management, Investments
Education
Moorestown High School 2007 — 2010
High School Diploma
University of Michigan
University of Michigan
Fidelity Investments June 2012 - Present
Fidelity Investments January 2011 - June 2012
JP Morgan Chase Bank December 2003 - January 2008
Pier 1 Imports January 1999 - January 2001
Skills
Customer Service, Sales, Finance, Microsoft Office, Process Improvement, Leadership, Public Speaking, Team Building, Microsoft Excel, Program Management
Education
University of Michigan 2007 — 2009
Masters, Business Administration
University of Michigan 1999 — 2003
Bachelors, Psychology, Middle Eastern Studies
Bracebridge Capital 2003 - Present
Fidelity Investments May 2002 - August 2002
Skills
Hedge Funds, Fixed Income, Bonds, Investments, Securitization, Structured Products, ABS, Alternative Investments, Securities, Capital Markets, Financial Modeling, Portfolio Management, Investment Management
Education
University of Michigan 1999 — 2003
BA, Economics, History
Eagle Investment Systems November 2010 - Present
Linedata Services June 2009 - November 2010
Independent Consultant August 2008 - May 2009
Fidelity Investments July 2004 - July 2008
Fidelity Investments 2001 - 2004
Fidelity Investments 2000 - 2001
Fidelity Investments 1998 - 2000
Skills
Customer Relations, Operations Management, Strategic Planning, Budgeting, Leadership Development, Team Leadership, Relationship Management, Customer Service, Change Management, Management, Budgets, Strategy, Process Improvement, Leadership, Project Management, CRM, Financial Services, Team Building
Education
University of Massachusetts, Amherst 1986 — 1990
Bachelors, Business Management
Cognitek Holdings October 2009 - Present
Varma Gestion June 2009 - Present
Carmignac Gestion December 2002 - June 2009
Eurazeo December 2000 - November 2002
Montgomery Asset Management December 1997 - November 2000
Ki Pacific Asset Management September 1993 - August 1997
Arral Associates October 1991 - September 1993
Fidelity Investments October 1988 - September 1991
Skills
Emerging Technologies, Equities, Investments, Hedge Funds, Private Equity, Capital Markets, Venture Capital, Investment Banking, Alternative Investments, Asset Managment, Portfolio Management, Emerging Markets, Valuation, Financial Modeling, Financial Analysis, Financial Markets, Cleantech, Trading, Due Diligence, Corporate Finance, Derivatives, Renewable Energy, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
MBA
University of Michigan 1983 — 1986
BSE
South Island School
Fidelity Investments June 2014 - Present
Enterprise Iron Financial Industry Solutions, Inc. September 2013 - December 2013
University of Miami June 2011 - August 2013
Fidelity Investments (Contracting) November 2009 - August 2010
Fidelity Investments January 2007 - November 2008
Fidelity Investments February 2005 - January 2007
Fidelity Investments July 1999 - February 2005
Skills
Defined Benefit, Team Building, Management, CRM, Process Improvement, Retirement, Leadership, Training, Operations Management, Employee Benefits, Benefits Administration, Customer Service, Vendor Management, Outsourcing, Project Planning, Project Management, 401k, Performance Management, Microsoft Excel, Process Excellence, Deferred Compensation, ERISA, 403 b, 457 Plans, Human Resources, Time Management, Microsoft Office, Microsoft Word, Relationship Management, Financial Services
Education
University of Miami 1985 — 1990
BBA
Fidelity Investments August 2006 - Present
Fidelity Investments August 2005 - August 2006
Fidelity Investments December 2003 - August 2005
Fidelity Investments January 2002 - December 2003
Skills
Financial Services, Mutual Funds
Education
University of Massachusetts, Amherst 1992 — 1996
BBA
Internet2 June 2009 - September 2012
Fidelity Investments October 1998 - October 2008
University of Michigan 1986 - 1998
University of Utah 1973 - 1986
Skills
Project Management, Leadership, Start-ups, Enterprise Architecture, Security, Project Planning, Program Management
Education
University of Utah 1973 — 1977
Ph.D. Candidate, Computer Science
University of Michigan 1969 — 1973
BSE(Comp Eng), Computer Engineeering
Fidelity Investments January 2015 - Present
Fidelity Investments May 2011 - December 2014
ACS, a Xerox Company April 2010 - May 2011
Great Point Capital April 2005 - April 2010
PricewaterhouseCoopers 2000 - 2001
Hewitt Associates 1996 - 1999
Skills
Risk Management, Business Process..., Data Analysis, Requirements Analysis, Business Strategy, Project Management, SQL, Investments, HR Consulting
Education
University of Michigan 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments July 2005 - Present
Education
University of Massachusetts, Amherst
Fidelity Investments February 2007 - Present
PepsiCo January 2006 - January 2007
PepsiCo January 2004 - January 2006
Fidelity Investments March 2002 - December 2003
Deloitte August 1998 - February 2002
Skills
Employee Benefits, Executive Pay, Pensions, Financial Services
Education
University of Michigan 2003 — 2008
Bachelor of Science Economics, Bachelor of Science Mathematics
State Street Bank September 2013 - Present
Mercer May 2013 - September 2013
Mercer July 2010 - April 2013
Mercer April 2006 - July 2010
Fidelity Investments August 2000 - March 2006
University of Massachusetts November 1998 - July 2000
Skills
Employee Benefits, Leadership, Access, SQL, Software Documentation, Business Process, Human Resources, Management, Six Sigma
Education
University of Massachusetts, Amherst 1994 — 1998
Fidelity Family Office Services June 2012 - Present
Fidelity Investments 2002 - 2012
Fidelity Investments 1995 - 2002
Kidder Peabody April 1993 - November 1994
Kemper Securities 1992 - 1993
Merrill Lynch September 1984 - July 1991
Skills
Fixed Income, Alternative Investments, Securities, Market Data, Retirement, Equity Trading, Series 24, Equities, Electronic Trading, Hedge Funds, Trading Systems, Bonds
Education
Columbia University Graduate School of Business 1983 — 1984
MBA, Finance
University of Michigan 1979 — 1983
BA with "highest distinction" (summa cum laude), Psychology
Fidelity Investments May 2012 - Present
P&G 2007 - June 2012
P&G (Gillette) 2005 - 2007
Gillette 2003 - 2005
The First Years 2002 - 2003
Arnold Worldwide 1999 - 2002
Quaker Oats 1987 - 1999
Skills
Customer Insight, Segmentation, Qualitative Research, Marketing Research, Leadership, Consumer Products, Market Research, Brand Equity
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1987
MBA
University of Michigan 1981 — 1985
BA
Ipreo March 2015 - Present
TMX Group - ir2020 May 2012 - March 2015
Taconic Capital Advisors LP May 2006 - May 2012
Bridgewater Associates 2005 - 2006
Fidelity Investments 2004 - 2006
Skills
C#, .NET, Software Development, SQL, jQuery, Web Development, Visual Studio, Agile Methodologies, User Interface, Microsoft SQL Server, Web Applications, WPF, Architecture, ASP.NET MVC, JavaScript, LINQ, Web Services, WCF, Software Engineering, Software Design, Computer Science, jQuery Mobile, Entity Framework, Mobile Web Design, Design Patterns, Database Design, Financial Services, Hedge Funds, Technical Leadership, Mentoring, SQL Server, jQuery UI, Angular, Bootstrap 3, Powershell, LESS, ReSharper, Windows Azure, Visual Studio Online, Python, Equities, Fixed Income, Derivatives, F#, Advent Geneva, Oracle, Knockout, D3.js, Swift, iOS Development
Education
University of Massachusetts, Amherst
Bachelor of Science (B.S.), Computer Science
University of Massachusetts, Amherst
Bachelor's Degree, Finance, Economics
Amazon July 2015 - Present
Amazon October 2014 - July 2015
Amazon March 2014 - September 2014
Amazon.com August 2012 - February 2014
Amazon.com December 2007 - July 2012
Virt Records February 2001 - December 2007
Fidelity Investments August 1994 - January 2001
Skills
Music, Record Labels, Licensing, Digital Media, Entertainment, Digital Distribution, Music Industry, Content Strategy, Digital Marketing, Strategic Partnerships, A&R, Music Licensing, Content Acquisitions, Negotiation, Strategic Negotiations, Supplier Negotiation, Rock, Strategy, Multimedia, New Media, Digital Strategy
Education
University of Michigan 1990 — 1994
Bachelor of Business Administration (BBA)
Quintiles April 2014 - Present
Information Technology Partners, Inc. September 2008 - April 2014
Fidelity Investments September 2007 - September 2008
Information Technology Partners, Inc. August 2005 - August 2007
W.K. Kellogg Foundation July 1997 - August 2005
Cambridge Technology Partners June 1995 - July 1997
Amdahl 1991 - 1995
Skills
SharePoint, Data Warehousing, Business Analysis, Project Management, Web Development, Usability Testing, Microsoft SQL Server, Database Design, Program Management, Requirements Analysis, Software Project..., Integration, SDLC, Databases, HTML, CSS, JavaScript, XML, SSIS, Objective-C, Visio, ETL, T-SQL, T-SQL Stored Procedures, SSRS
Education
University of Michigan 1986 — 1991
Bachelor of Science, Computer Engineering
Fidelity Investments 2006 - 2009
Fidelity Investments 2003 - 2006
Fidelity Investments 1998 - 2003
Skills
Retail
Education
Northfield Mount Hermon School
University of Massachusetts, Amherst
RBS Citizens October 2013 - Present
State Street June 2006 - October 2013
Fidelity Investments May 2004 - June 2006
Central Intelligence Agency 2001 - 2003
Skills
Banking, Capital, Risk, Bloomberg, Financial Risk, Equities, Finance, Regulatory Capital, Portfolio Management, Credit Risk, Basel II, Financial Analysis, Risk Management, Credit, Financial Reporting, Derivatives, Capital Markets, Fixed Income, Market Risk, Series 7, Credit Analysis
Education
University of Miami - School of Business 1999 — 2001
US Coast Guard Academy 1997 — 1999
Fidelity Investments March 2013 - Present
Fidelity Investments August 2009 - March 2013
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Science (BS), Industrial Engineering w Minor in Business
Fidelity Investments April 2015 - Present
Fidelity Investments September 2008 - April 2015
Morgan Stanley April 2004 - September 2008
Education
University of Miami 1999 — 2003
Bachelor’s Degree
Fidelity Investments October 2007 - Present
Education
Suffolk University 2009 — 2011
M.S., Finance
University of Massachusetts, Amherst 1997 — 2000
DBR Group, Inc. April 2014 - Present
Towers Watson February 2008 - April 2014
Fidelity Investments 2001 - 2008
Mercer October 1992 - March 2001
Blue Cross Blue Shield of Massachusetts 1989 - 1992
Sun Life Financial 1985 - 1989
Blue Cross Blue Shield of Michigan 1983 - 1985
Education
University of Michigan 1979 — 1984
NDHS
Fidelity Investments May 2009 - Present
Fidelity Investments December 1996 - April 2009
Polaroid April 1983 - December 1996
Education
University of Massachusetts, Amherst
Fidelity Investments 1996 - Present
Digital Corporation March 1995 - June 1996
xmx solutions March 1994 - March 1995
Skills
Agile Methodologies, Spring, Java, Web Services, SQL, Perl, Scrum, Tomcat, Unix, XML, XSLT, J2EE Application..., J2EE Web Services, RTC, ClearCase, Object-oriented Software, DCL, Oracle PL/SQL..., ILOG, Drools, WebSphere Application..., WebSphere MQ, Rational Team Concert, Oracle SQL Developer, iBatis, Rational Rose..., JavaScript, SoapUI, Content Management, Firefox, Firebug, SOAP
Education
University of Massachusetts, Amherst 1983 — 1987
Bachelor of Science (B.Sc.), Computer Science
Fidelity Investments December 2003 - June 2007
Putnam Investments December 2000 - December 2001
Digital Equipment 1983 - 2000
Education
Western New England University 1974 — 1975
MBA, Finance
University of Massachusetts, Amherst 1968 — 1970
BBA - FIN, Accounting, CompSci, CompLit
Rex Healthcare April 2011 - Present
Duke University Health System January 2010 - April 2011
IBM June 2008 - May 2009
Fidelity Investments August 2002 - June 2008
IBM August 1997 - July 2002
IBM October 1995 - August 1997
IBM August 1992 - October 1995
IBM June 1987 - July 1992
Skills
HRIS, Applicant Tracking..., Performance Management, Workforce Planning, Human Resources, Process Improvement, Onboarding, Training, New Hire Orientations, FMLA, Coaching, Program Management, HR Policies, Talent Management, Project Management, Leadership, Software Documentation
Education
University of Miami
Human Resources Management
UBS May 2011 - Present
Fidelity Investments April 2009 - May 2011
Bear Stearns/JP Morgan 2007 - 2009
Skills
Equities, Fixed Income, Prime Brokerage, AML, Capital Markets, Derivatives, Hedge Funds, Middle Office, Options, Settlement, Market Risk, Trading, Alternative Investments, Risk Management, Securities, Bloomberg, Series 7, Equity Derivatives, Financial Markets, Financial Risk, Portfolio Management, Financial Services
Education
University of Miami - School of Business
MBA, Corporate Finance/ Intl Businesss
SunGard April 2012 - Present
Fidelity Investments March 2005 - April 2010
Fidelity Investments November 2000 - February 2005
Morgan Stanley Investment Management August 1998 - October 2000
Fidelity Investments August 1992 - July 1998
Shearson Lehman Brothers October 1986 - July 1992
Skills
Options, Corporate Actions, Risk Management, Asset Management, Pricing, Dividends, Brokerage, MS Office Suite, MS Project, Minitab, ITIL, PMP, Business Analysis, Equities, Fixed Income, Derivatives, Process Improvement, Portfolio Management, Customer Relations, Vendor Management, Leadership, SDLC, Strategy, Project Management, Asset Managment, Visio, DB2, Analysis, Management, Agile Methodologies, Testing, Project Portfolio..., Financial Services, Securities, Business Requirements, Oracle, Trading, Software Project..., Trading Systems, Requirements Gathering, Requirements Analysis, IT Strategy, User Acceptance Testing, Agile Project Management, Back Office, Enterprise Architecture, PMO, Systems Analysis, Security, COBOL
Education
University of Miami - School of Business 1982 — 1986
BBA, Economics
Fidelity Investments March 2006 - Present
BAE Systems Information Technology December 2003 - December 2005
BAE Systems Information Technology January 2000 - December 2003
JG Van Dyke & Associates July 1996 - January 2000
US Air Force February 1988 - July 1996
Skills
CISSP, Information Assurance, Security, CISA, Management, Vendor Management, SDLC, Risk Management, IT Strategy, Program Management, Business Continuity, Information Security, Financial Services, Information Security..., Disaster Recovery, Process Improvement
Education
Joint Military Intelligence College 1992 — 1994
Master of Science (MS), Strategic Intelligence
University of Miami 1983 — 1987
Bachelor of Science, Electrical Engineering
PNC July 2014 - Present
BB&T (Branch Bank & Trust) June 2011 - June 2014
Eastern Bank - Wealth Management January 2007 - February 2011
Fidelity Investments August 1989 - December 2006
Dean Witter December 1986 - August 1989
Education
University of Miami - School of Business
Bachelors of Business Administration, Management
Fidelity Investments April 1995 - Present
Boston Financial Data Services 1994 - 1995
Skills
Leadership, Project Portfolio..., Program Management, Financial Services, SDLC, Vendor Management, Series 7, Series 24, Business Analysis, Prime Brokerage, Securities Lending, Portfolio Management, Relationship Management, Mutual Funds, Project Management, Process Improvement, Requirements Analysis, Requirements Gathering, Business Process..., Securities, Equities, Investments, Analysis, Software Project..., Functional Decomposition, Performance Management, Agile Project Management, Business Process Mapping
Education
University of Massachusetts, Amherst 1987 — 1992
Bachelor of Science (B.S.)
University of Massachusetts, Amherst
Bachelor of Science (B.S.)
Fidelity Investments November 2009 - July 2012
Skills
Series 7, Series 63, Mutual Funds, Securities, Retirement Planning, Investments, Uniform Combined State..., Retirement, Wealth Management, Asset Allocation, Equities, 401k, Investment Advisory, Investment Strategies, IRAs, ETFs, Series 6, Bonds, Wealth Management..., Pensions, Wealth, Financial Planners, 401k Rollovers, Relationship Management, Fixed Annuities
Education
University of Miami 2001 — 2005
BA, Political Science, History
athenahealth February 2013 - Present
athenahealth May 2010 - February 2013
athenahealth May 2009 - May 2010
Fidelity Investments June 2004 - February 2009
Fidelity Investments (Veritude) October 2003 - June 2004
Fidelity Investments (Veritude) November 2001 - October 2003
Fidelity Investments (Veritude) February 2000 - November 2001
Summit Technical Services February 1995 - February 2000
Education
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Arts, History
H. D. Vest Financial Services May 2006 - Present
Fidelity Investments January 1995 - January 2002
Skills
Mutual Funds, Securities, Financial Services, Asset Allocation, Series 7, Retirement Planning, Equities, Retirement, Series 63, Wealth Management, Fixed Income, Investments, Risk Management, Financial Planning, Options, Portfolio Management, Trading, Financial Advisory, Asset Management, Finance, Estate Planning, Investment Advisory, Financial Analysis, Insurance, Investment Strategies, Alternative Investments, Life Insurance, Series 24, Fixed Annuities, Investment Management, 401k
Education
University of Miami 1982 — 1984
MBA, Finance, General
University of Miami 1977 — 1979
BBA, International Business
independent publishing August 2012 - Present
Fidelity Investments April 2011 - April 2012
Fidelity Investments November 2005 - February 2009
MIT 1984 - 2004
Skills
Usability Testing, Proofreading, Editing, Technical Writing, Technical Communication, Online Help, Information Design, Content Management, Information Architecture, Content Development, Copy Editing, Web Content, Instructional Design, Writing, Blogging, Newsletters, Research, Social Media, Publications, Social Networking, Program Management, Project Management, Nonprofits, Coaching, WordPress, Public Speaking, Analysis, Teaching, CMS, Higher Education, Software Documentation, Customer Service, SEO
Education
University of Toronto 1969 — 1970
Master of Arts (M.A.), Linguistics
University of Michigan 1968 — 1969
Linguistics
Fidelity Investments Software SupportProgress Software1998 - 2006
Education
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Science (BS), Mathematics
Fidelity Investments April 2015 - Present
Allstate Financial Services, LLC August 2014 - April 2015
TIAA-CREF February 2009 - October 2013
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Mutual Funds, Series 65, Wealth Management..., Wealth Accumulation, Life Insurance, Personal Financial..., High Net Worth..., Asset Allocation, 401k, Retirement, Finance, Financial Planning, Fixed Annuities, Insurance, Investments, Financial Services
Education
University of Michigan 1995 — 1998
BA, Psychology & English
Fidelity Investments 1991 - 2009
Accenture 1983 - 1991
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1983
MBA, Operations Research and MIS
University of Michigan 1973 — 1977
BA, History
Integral Ad Science April 2014 - Present
Integral Ad Science May 2012 - March 2014
Appssavvy April 2011 - March 2012
Appssavvy September 2010 - April 2011
Media Contacts February 2008 - September 2010
City Lights Media September 2007 - December 2007
Fidelity Investments May 2006 - September 2006
Skills
Online Advertising, Advertising, Mobile Advertising, Display Advertising, comScore, Rich Media, Facebook, Interactive Advertising, Digital Media, Media Planning, Media Buying, Digital Strategy, Social Media, Mobile Applications, New Business Development, Business Development, Strategic Partnerships, Account Management, Partner Management, New Media, Mobile Marketing, Online Media Buys, Brand Implementation, Managing Partner..., Managing Partners, Superior Client Service, Client Service Oriented, DART for Advertisers, DART for Publishers, Salesforce.com, Behavioral Targeting
Education
University of Massachusetts, Amherst
B.A., Communications
Boston University IS&T PMO 2014 - 2015
Brown Brothers Harriman PMO May 2013 - September 2013
State Street Corporation May 2010 - January 2013
Fidelity Investments December 2009 - April 2010
Pioneer Investments October 2003 - March 2009
Center for Strategy Research June 2002 - October 2003
State Street Global Advisors, Boston, MA January 1998 - May 2002
Skills
Business Analysis, Project Management, Quality Assurance, Business Requirements, SDLC, Vendor Selection &..., Business Process..., Fixed Income, IT Leadership, Use Case Analysis, Resourcing Estimates, Portfolio Analytics, Client Reporting, Global Operations, Systems Analysis, Technology Conversions, Equities, Modified Agile, Investment Instruments, Asset Management, Program Management, Process Improvement, Data Mapping, Market Data, Functional..., Corporate Accounting, Global Project Delivery, Client Onboarding
Education
University of Michigan
BA
Fidelity Investments January 2013 - Present
Aon Hewitt January 2012 - January 2013
Aon Hewitt July 2009 - January 2012
The Miami Hurricane May 2008 - May 2009
Distraction Magazine May 2008 - May 2009
Skills
Strategic Communications, Internal Communications, Editing, Social Media, Employee Engagement, Corporate Communications, Writing, Journalism, Marketing, Editorial, Video Production, Communications Strategy, Mobile Strategy, website management, Change Management, Digital Communication, Internet Video..., Microsites, generational marketing, User Experience Design, Whiteboard Animation...
Education
University of Miami 2005 — 2009
B.S.C, New Media Journalism, Economics
Solomon Schechter Day School of Essex and Union 2001 — 2005
Summer Street Research Partners 2010 - Present
White Cap Trading 2005 - 2010
Fidelity Investments 1991 - 2005
Skills
Equities, Series 7, Series 63, Series 55, Bloomberg, Equity Trading, FINRA, Trading Strategies, Asset Management, Electronic Trading, Trading
Education
University of Massachusetts, Amherst
Wells Fargo Advisors October 2006 - Present
Fidelity Investments July 2005 - October 2006
Education
University of Michigan 1997 — 2001
Bachelor of Arts, Ancient Civilizations
State Street Corp July 2007 - November 2011
Investors Bank & Trust August 2005 - July 2007
Fidelity Investments July 1998 - June 2004
Education
Western New England College 1976 — 1977
MBA, Business
University of Massachusetts, Amherst
Bachelors of Science, Management
High Mark Wealth Strategies March 2009 - Present
Fidelity Investments August 2004 - March 2009
Salomon Smith Barney July 2002 - August 2004
Merrill Lynch January 2000 - July 2002
Thermo Fisher Scientific 1997 - 1999
Skills
Retirement Planning, Estate Planning, Financial Planning, Charitable Giving, Retirement Income..., Saving for Education, Comprehensive Wealth..., Asset Protection
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelors of Science, Economics
TripAdvisor November 2011 - Present
Mercer August 2005 - November 2011
Fidelity Investments November 2003 - August 2005
Fidelity Investments May 2002 - November 2003
Fidelity Investments April 2000 - May 2002
Fidelity Investments March 1998 - April 2000
Skills
PeopleSoft, Benefits Administration, Employee Benefits, COBRA, HRIS, Human Resources, Deferred Compensation, Onboarding, Employee Relations, New Hire Orientations, 401k, Vendor Management
Education
University of Massachusetts, Amherst
H&R Block October 2010 - Present
Ray Of Light Yoga and Massage January 2002 - July 2007
DST International January 2000 - July 2001
Fidelity Investments September 1983 - December 1999
Skills
Management, Therapeutic Massage, Holistic Health, Wellness, Outlook, Payroll, Microsoft Word, Customer Service, Recruiting, Vendor Management, Accounting
Education
University of Massachusetts, Amherst
bachelor of arts, mathematics
JPMorgan Chase August 2010 - Present
Fidelity Investments November 1996 - July 2009
Skills
Product Management, Credit Cards, Business Analysis, Financial Services, Agile Methodologies, Payments, Relationship Management, Business Requirements, Requirements Gathering, Payment Systems, Outsourcing, User Acceptance Testing, Call Centers, Process Improvement, PMO, Payment Card Processing, Finance
Education
University of Massachusetts, Amherst
Fidelity Investments Flight AttendantUnited AirlinesOctober 1997 - June 2005
Education
University of Miami 1995 — 1997
BA, Latin American Studies
University of Maine at Farmington 1993 — 1995
BA, International Relations
Epic July 2014 - Present
University of Michigan Ross School of Business July 2013 - May 2014
TOBB ETU May 2013 - July 2013
Fidelity Investments May 2012 - August 2012
University of Michigan Psychology Department January 2012 - April 2012
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Organizational Behavior Studies
Newon South High School 2006 — 2010
Fidelity Investments December 2010 - April 2014
Fidelity Investments November 2006 - December 2010
Fidelity Investments March 2004 - November 2006
Fidelity Investments October 2001 - March 2004
Fidelity Investments October 2000 - October 2001
Fidelity Investments August 1999 - September 2000
Education
University of Massachusetts, Amherst 1994 — 1999
Bachelor of Arts (BA), Economics
Ohio National Financial Services February 2008 - Present
Fidelity Investments March 2004 - February 2008
Columbus Life September 1996 - October 2002
Education
University of Miami
T. Rowe Price September 2010 - Present
Karel-Gordon & Associates January 2010 - May 2010
Aon Consulting April 2009 - December 2009
Fidelity Investments February 2008 - March 2009
Aon Consulting/Actuarial Science Associates June 1999 - February 2008
Hewitt Associates June 1996 - June 1999
Skills
Defined Contribution, Pensions, Insurance, Valuation, Defined Benefit, Pension Administration, Actuarial Science, Employee Benefits, Actuaries, Retirement, Benefits Administration, Microsoft Excel, Project Management, Microsoft Office, ERISA, Process Improvement, 401k, Vendor Management, Risk Management, Strategic Planning, Financial Services, Financial Analysis, Mutual Funds, Leadership, Investments, Business Analysis
Education
University of Michigan 1993 — 1996
Bachelor of Science (BS), Actuarial Mathematics
University of michigan ann arbor 1993 — 1996
Bachelors of Science, Actuarial Mathematics
KUD International LLC January 2013 - Present
AVR Asset Management, LLC January 2010 - January 2013
Fidelity Investments January 2008 - January 2010
A.G. Edwards & Sons, Inc. January 1999 - January 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Michigan
Bachelor of Arts
Princeton Day School
University of Michigan
Fidelity Investments November 2011 - Present
Fidelity Investments August 2006 - November 2011
Fidelity Investments December 2005 - August 2006
Fidelity Investments August 2001 - December 2005
Fidelity Investments May 2000 - August 2001
Fidelity Investments October 1999 - May 2000
Skills
Series 7, Series 63, Financial Services, 401k, Retirement, Defined Contribution, Asset Allocation
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), History