Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Rob Chwalek, CFP® Rob Chwalek, CFP®'s Fidelity Investments Experience 2012 - Present
Job Vice President, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Fidelity Investments April 2006 - September 2012
Fidelity Investments 2005 - 2006
Fidelity Investments 2000 - 2005
Education
University of New Hampshire 1991 — 1995
CERTIFIED FINANCIAL PLANNER™
Fidelity Investments 2012 - Present
Fidelity Investments April 2006 - September 2012
Fidelity Investments 2005 - 2006
Fidelity Investments 2000 - 2005
Education
University of New Hampshire 1991 — 1995
CERTIFIED FINANCIAL PLANNER™
Seth Acton Seth Acton's Fidelity Investments Experience September 2006 - April 2014
Job Data and Training Coordinator at American Academy of Addiction Psychiatry
Industry Financial Services
Experience
American Academy of Addiction Psychiatry April 2014 - Present
Fidelity Investments September 2006 - April 2014
Skills
Quality Center, Requirements Analysis, Process Improvement, Quality Assurance, SQL, Risk Management
Education
University of New Hampshire 1996 — 2000
Bachelor of Arts (B.A.), English Language and Literature, General
American Academy of Addiction Psychiatry April 2014 - Present
Fidelity Investments September 2006 - April 2014
Skills
Quality Center, Requirements Analysis, Process Improvement, Quality Assurance, SQL, Risk Management
Education
University of New Hampshire 1996 — 2000
Bachelor of Arts (B.A.), English Language and Literature, General
Aaron Niederhelman Aaron Niederhelman's Fidelity Investments Experience 1998 - 2000
Job Managing Director at EAF, Eisenhower Fellow '15, radio show & INNOVATEBoston host, facilitator
Industry Venture Capital & Private Equity
Experience
Entrepreneur Agrarian Fund (EAF) October 2013 - Present
Eisenhower Fellowship October 2014 - Present
INNOVATE Boston November 2011 - Present
TreeView Consulting November 2011 - Present
Climate Counts October 2011 - Present
Evolving Organics December 2011 - November 2012
INNOVATE Boston November 2011 - April 2012
SoftArtisans April 2000 - November 2011
Fidelity Investments 1998 - 2000
Skills
Entrepreneurship, Strategy, Leadership, Strategic Planning, Business Intelligence, Business Strategy, Corporate Development, Product Marketing, CRM, Community Development, Public Speaking, Mentoring, Mobile Devices, Google Analytics, Microsoft Dynamics, Start-ups, User Experience, Product Management, Social Ventures, Technology Management, Google Apps, Google Adwords, Business Operations, Management, Wordpress, Storytelling, Confluence, Strategic Partnerships, Consulting, Marketing, Prezi, Soil Food Web, Qualitative Research, Conference Speaking
Education
University of New Hampshire - Whittemore School of Business and Economics 1993 — 1997
Bachelor of Science, Business Administration
Entrepreneur Agrarian Fund (EAF) October 2013 - Present
Eisenhower Fellowship October 2014 - Present
INNOVATE Boston November 2011 - Present
TreeView Consulting November 2011 - Present
Climate Counts October 2011 - Present
Evolving Organics December 2011 - November 2012
INNOVATE Boston November 2011 - April 2012
SoftArtisans April 2000 - November 2011
Fidelity Investments 1998 - 2000
Skills
Entrepreneurship, Strategy, Leadership, Strategic Planning, Business Intelligence, Business Strategy, Corporate Development, Product Marketing, CRM, Community Development, Public Speaking, Mentoring, Mobile Devices, Google Analytics, Microsoft Dynamics, Start-ups, User Experience, Product Management, Social Ventures, Technology Management, Google Apps, Google Adwords, Business Operations, Management, Wordpress, Storytelling, Confluence, Strategic Partnerships, Consulting, Marketing, Prezi, Soil Food Web, Qualitative Research, Conference Speaking
Education
University of New Hampshire - Whittemore School of Business and Economics 1993 — 1997
Bachelor of Science, Business Administration
Albert Picardi Albert Picardi's Fidelity Investments Experience April 1990 - Present
Job Batch services manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 1990 - Present
Baybanks 1981 - 1986
Skills
BMC controlm, BMC ECS, BMC BIM batch impact..., Data Center, Team Building, Process Improvement, Vendor Management, Cross-functional Team..., Data Migration, Strategic Planning, MVS, Training, Control M, Customer Service, Team Leadership, Unix, Batch Processing, Risk Management, Business Analysis, Program Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1976 — 1979
BS, Business Administration
Fidelity Investments April 1990 - Present
Baybanks 1981 - 1986
Skills
BMC controlm, BMC ECS, BMC BIM batch impact..., Data Center, Team Building, Process Improvement, Vendor Management, Cross-functional Team..., Data Migration, Strategic Planning, MVS, Training, Control M, Customer Service, Team Leadership, Unix, Batch Processing, Risk Management, Business Analysis, Program Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1976 — 1979
BS, Business Administration
Steve Coolidge, CFP Steve Coolidge, CFP's Fidelity Investments Experience April 2000 - Present
Job
Industry
Experience
Fidelity Investments April 2000 - Present
Education
University of New Hampshire 1999 — 2003
Master of Business Administration (M.B.A.)
Fidelity Investments April 2000 - Present
Education
University of New Hampshire 1999 — 2003
Master of Business Administration (M.B.A.)
Cheyenne Skog Cheyenne Skog's Fidelity Investments Experience March 2015 - Present
Job Investor Center Financial Representative
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments November 2013 - March 2015
Fidelity Investments October 2012 - November 2013
Fidelity Investments June 2012 - September 2012
Media Professionals Inc. June 2011 - June 2012
Atkins Investment Group September 2009 - May 2011
Skills
Access, Microsoft Excel, Microsoft Office, PowerPoint, Valuation, Investments, Finance, Financial Analysis, Microsoft Word, Analysis, Financial Modeling, Accounting, Outlook, Customer Service, Series 7, Series 63, Management, Banking, Equities
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science, Business administration and Finance
Fidelity Investments March 2015 - Present
Fidelity Investments November 2013 - March 2015
Fidelity Investments October 2012 - November 2013
Fidelity Investments June 2012 - September 2012
Media Professionals Inc. June 2011 - June 2012
Atkins Investment Group September 2009 - May 2011
Skills
Access, Microsoft Excel, Microsoft Office, PowerPoint, Valuation, Investments, Finance, Financial Analysis, Microsoft Word, Analysis, Financial Modeling, Accounting, Outlook, Customer Service, Series 7, Series 63, Management, Banking, Equities
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor of Science, Business administration and Finance
Shawn Corcoran Shawn Corcoran's Fidelity Investments Experience June 2011 - June 2012
Job Financial Analyst at ECCO Shoes
Industry Financial Services
Experience
ECCO Shoes June 2014 - Present
Raytheon June 2012 - June 2014
Fidelity Investments June 2011 - June 2012
Skills
Financial Analysis, PowerPoint
Education
University of New Hampshire 2007 — 2011
Bachelor of Science (B.S.), Finance, General
ECCO Shoes June 2014 - Present
Raytheon June 2012 - June 2014
Fidelity Investments June 2011 - June 2012
Skills
Financial Analysis, PowerPoint
Education
University of New Hampshire 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Theodore Belanger Theodore Belanger's Fidelity Investments Experience May 2015 - September 2015
Job Technical Intern at Fidelity Investments
Industry Computer Software
Experience
Patrice Roulx Bartending June 2014 - Present
Fidelity Investments May 2015 - September 2015
University of New Hampshire August 2014 - May 2015
UNH InterOperability Lab May 2014 - May 2015
Pats Peak Ski Area August 2011 - February 2014
O Steak and Seafood August 2012 - January 2014
Skills
Teamwork, C++, Java, IPv6, Leadership, Public Speaking, Physics, Research, Customer Service, Networking, Molecular Biology, Statistics, Microsoft Office, Microsoft Excel, Social Media, Fine Dining, Landscaping, Painting, Time Management, Microsoft Word, PowerPoint
Education
University of New Hampshire 2013 — 2017
Engineer’s Degree, Computer Science
Concord High School 2009 — 2013
High School, Science
Patrice Roulx Bartending June 2014 - Present
Fidelity Investments May 2015 - September 2015
University of New Hampshire August 2014 - May 2015
UNH InterOperability Lab May 2014 - May 2015
Pats Peak Ski Area August 2011 - February 2014
O Steak and Seafood August 2012 - January 2014
Skills
Teamwork, C++, Java, IPv6, Leadership, Public Speaking, Physics, Research, Customer Service, Networking, Molecular Biology, Statistics, Microsoft Office, Microsoft Excel, Social Media, Fine Dining, Landscaping, Painting, Time Management, Microsoft Word, PowerPoint
Education
University of New Hampshire 2013 — 2017
Engineer’s Degree, Computer Science
Concord High School 2009 — 2013
High School, Science
Sarah Pratt's Fidelity Investments Experience July 2005 - August 2005
Job Associate Category Manager Staples Technology
Industry Financial Services
Experience
Staples November 2014 - Present
Staples November 2013 - November 2014
Staples February 2012 - November 2013
lia sophia October 2011 - April 2012
Staples June 2010 - February 2012
University of New Hampshire September 2008 - May 2010
DeMoulas September 2004 - May 2010
Staples May 2008 - August 2008
Fidelity Investments July 2005 - August 2005
Skills
Retail, Inventory Management, Forecasting, Merchandising, Sales, Customer Service, Time Management, Cross-functional Team..., Management, Training, Team Building, P&L Management, Pricing, Product Development, Advertising, Negotiation, Direct Sales, PowerPoint, Project Management, Financial Analysis, Data Analysis, Leadership, Strategic Financial..., Marketing Event Planning, Team Leadership, Web Content, Online Marketing, Process Improvement, Assortment Development, Public Speaking, Reporting & Analysis, Microsoft Office, Salesforce.com
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
BS, Business Administration - focus in Finance and Management
University of Sydney 2009 — 2009
BS, Faculty Economics and Business
Staples November 2014 - Present
Staples November 2013 - November 2014
Staples February 2012 - November 2013
lia sophia October 2011 - April 2012
Staples June 2010 - February 2012
University of New Hampshire September 2008 - May 2010
DeMoulas September 2004 - May 2010
Staples May 2008 - August 2008
Fidelity Investments July 2005 - August 2005
Skills
Retail, Inventory Management, Forecasting, Merchandising, Sales, Customer Service, Time Management, Cross-functional Team..., Management, Training, Team Building, P&L Management, Pricing, Product Development, Advertising, Negotiation, Direct Sales, PowerPoint, Project Management, Financial Analysis, Data Analysis, Leadership, Strategic Financial..., Marketing Event Planning, Team Leadership, Web Content, Online Marketing, Process Improvement, Assortment Development, Public Speaking, Reporting & Analysis, Microsoft Office, Salesforce.com
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
BS, Business Administration - focus in Finance and Management
University of Sydney 2009 — 2009
BS, Faculty Economics and Business
Lindsay Richard Lindsay Richard's Fidelity Investments Experience June 2015 - Present
Job Financial Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Ambit Energy February 2015 - Present
Allstate February 2015 - May 2015
Manchester City School District January 2014 - February 2015
Bedford School District January 2014 - February 2015
Derryfield Country Club June 2013 - October 2014
University of New Hampshire September 2010 - December 2013
The Common Man Restaurant September 2011 - May 2013
Education
University of New Hampshire 2010 — 2014
Bachelor of Science, Neuroscience
Goffstown High School 2006 — 2010
Fidelity Investments June 2015 - Present
Ambit Energy February 2015 - Present
Allstate February 2015 - May 2015
Manchester City School District January 2014 - February 2015
Bedford School District January 2014 - February 2015
Derryfield Country Club June 2013 - October 2014
University of New Hampshire September 2010 - December 2013
The Common Man Restaurant September 2011 - May 2013
Education
University of New Hampshire 2010 — 2014
Bachelor of Science, Neuroscience
Goffstown High School 2006 — 2010
Lauren Karjala's Fidelity Investments Experience February 2014 - Present
Job Curatorial Assistant at Fidelity Investments
Industry Fine Art
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments June 2013 - February 2014
Michaels Stores, Inc. January 2013 - June 2013
Philbrook Student Art Gallery September 2012 - May 2013
Starbucks October 2010 - January 2013
Visual Resource Center UNH September 2009 - May 2011
Fidelity Investments May 2010 - September 2010
Skills
Art, Painting, Fine Art, Drawing, Photography, Visual Arts, Art History, Contemporary Art, Figurative Art, Portrait Painting, Curating, Social Media, Research, Photoshop, Oil Painting
Education
University of New Hampshire 2009 — 2014
Bachelor of Fine Arts (B.F.A.), Painting
New York Studio School
Fidelity Investments February 2014 - Present
Fidelity Investments June 2013 - February 2014
Michaels Stores, Inc. January 2013 - June 2013
Philbrook Student Art Gallery September 2012 - May 2013
Starbucks October 2010 - January 2013
Visual Resource Center UNH September 2009 - May 2011
Fidelity Investments May 2010 - September 2010
Skills
Art, Painting, Fine Art, Drawing, Photography, Visual Arts, Art History, Contemporary Art, Figurative Art, Portrait Painting, Curating, Social Media, Research, Photoshop, Oil Painting
Education
University of New Hampshire 2009 — 2014
Bachelor of Fine Arts (B.F.A.), Painting
New York Studio School
MC Corliss MC Corliss's Fidelity Investments Experience 1998 - 1999
Job Sales at Enigmatic Systems Inc
Industry Telecommunications
Experience
Enigmatic Systems, Inc. July 2012 - Present
International Classic Auctions October 2008 - October 2011
The Branson Collector Car Auction September 2006 - September 2008
Car Collector Magazine June 2002 - August 2006
Nextera 2001 - 2002
Stop & Shop 1999 - 2002
Fidelity Investments 1998 - 1999
DST Systems 1997 - 1998
New Edge Technologies 1996 - 1997
Lockheed Martin 1994 - 1996
Education
PMA 1995 — 1995
Demming TQM, TQM, 4.0
PMI 1994 — 1994
Certification, Project Management
University of New Hampshire 1994 — 1994
Certificate, Business, Management, Marketing, and Related Support Services, 4.0
Apple Computer 1993 — 1993
Apple SE, Applied Apple Technology, 4.0
Cabletron Systems 1991 — 1991
Certification, Computer Systems Networking and Telecommunications, 4.0
Enigmatic Systems, Inc. July 2012 - Present
International Classic Auctions October 2008 - October 2011
The Branson Collector Car Auction September 2006 - September 2008
Car Collector Magazine June 2002 - August 2006
Nextera 2001 - 2002
Stop & Shop 1999 - 2002
Fidelity Investments 1998 - 1999
DST Systems 1997 - 1998
New Edge Technologies 1996 - 1997
Lockheed Martin 1994 - 1996
Education
PMA 1995 — 1995
Demming TQM, TQM, 4.0
PMI 1994 — 1994
Certification, Project Management
University of New Hampshire 1994 — 1994
Certificate, Business, Management, Marketing, and Related Support Services, 4.0
Apple Computer 1993 — 1993
Apple SE, Applied Apple Technology, 4.0
Cabletron Systems 1991 — 1991
Certification, Computer Systems Networking and Telecommunications, 4.0
Tina Lemay's Fidelity Investments Experience November 2009 - April 2012
Job Operations Manager at Acapella Technologies
Industry Financial Services
Experience
Acapella Technologies February 2015 - Present
Turbotek Computer Corporation March 2013 - January 2015
Fidelity Investments November 2009 - April 2012
Fidelity Investments 2006 - 2009
Fidelity Investments 2004 - 2006
Various 1997 - 2004
Skills
Process Improvement, Oracle E-Business Suite, Oracle Applications, Ariba, Oracle Discoverer, Oracle, Quality Assurance, E-procurement, Microsoft Excel, Microsoft Word, Aging Reports, Procurement, PowerPoint, RFP/RFQ, Inventory Management, Business Analysis, Risk Based Audits, Billing, Collections, Product Research, Corporate Sales
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Master of Business Administration (M.B.A.)
University of New Hampshire 1993 — 1997
Bachelor of Arts (B.A.), Psychology
Acapella Technologies February 2015 - Present
Turbotek Computer Corporation March 2013 - January 2015
Fidelity Investments November 2009 - April 2012
Fidelity Investments 2006 - 2009
Fidelity Investments 2004 - 2006
Various 1997 - 2004
Skills
Process Improvement, Oracle E-Business Suite, Oracle Applications, Ariba, Oracle Discoverer, Oracle, Quality Assurance, E-procurement, Microsoft Excel, Microsoft Word, Aging Reports, Procurement, PowerPoint, RFP/RFQ, Inventory Management, Business Analysis, Risk Based Audits, Billing, Collections, Product Research, Corporate Sales
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Master of Business Administration (M.B.A.)
University of New Hampshire 1993 — 1997
Bachelor of Arts (B.A.), Psychology
Megan Stearns Megan Stearns's Fidelity Investments Experience August 2015 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments June 2014 - July 2015
Fidelity Investments July 2013 - May 2014
Fidelity Investments January 2013 - June 2013
Skills
Customer Service, Series 63, Goal Oriented, Microsoft Excel, Series 7, Interpersonal Skill, Motivation, Finance, Collaboration, Customer Satisfaction, Oral & Written..., Series 65
Education
University of New Hampshire 2008 — 2012
Bachelor’s Degree
Fidelity Investments August 2015 - Present
Fidelity Investments June 2014 - July 2015
Fidelity Investments July 2013 - May 2014
Fidelity Investments January 2013 - June 2013
Skills
Customer Service, Series 63, Goal Oriented, Microsoft Excel, Series 7, Interpersonal Skill, Motivation, Finance, Collaboration, Customer Satisfaction, Oral & Written..., Series 65
Education
University of New Hampshire 2008 — 2012
Bachelor’s Degree
Wayne J. Taylor Wayne J. Taylor's Fidelity Investments Experience 1995 - 2009
Job Principal at Taylor Communications, LLC
Industry Financial Services
Experience
Taylor Communications, LLC January 2012 - Present
Putnam Investments 2011 - 2015
Putnam Investments 2011 - 2015
Eaton Vance October 2009 - November 2011
Fidelity Investments 1995 - 2009
Bank of Boston 1978 - 1990
Liberty Mutual Insurance Company 1976 - 1978
Skills
Speech Writing, Ghostwriting, Executive Communications, Public Relations, Mutual Funds, Writing, Marketing Communications, Securities, Capital Markets, Web Content, Corporate Communications, Communication Training, Journalism, Media Relations, Investor Relations, Press Releases, Blogging, Internal Communications, Editing, Newsletters, Strategic Communications, Editorial, Crisis Communications
Education
University of New Hampshire 1966 — 1974
B.A., English Literature / Journalism / Philosophy
Taylor Communications, LLC January 2012 - Present
Putnam Investments 2011 - 2015
Putnam Investments 2011 - 2015
Eaton Vance October 2009 - November 2011
Fidelity Investments 1995 - 2009
Bank of Boston 1978 - 1990
Liberty Mutual Insurance Company 1976 - 1978
Skills
Speech Writing, Ghostwriting, Executive Communications, Public Relations, Mutual Funds, Writing, Marketing Communications, Securities, Capital Markets, Web Content, Corporate Communications, Communication Training, Journalism, Media Relations, Investor Relations, Press Releases, Blogging, Internal Communications, Editing, Newsletters, Strategic Communications, Editorial, Crisis Communications
Education
University of New Hampshire 1966 — 1974
B.A., English Literature / Journalism / Philosophy
Cameron Cote's Fidelity Investments Experience June 2014 - Present
Job Corporate Treasury Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments May 2013 - September 2013
Cote Electrical Engineering May 2012 - August 2012
Campus Corner September 2010 - June 2011
Skills
Capital Project Planning, Accounting, Market Research, Financial Management, Payroll Analysis, SQL, Seed Capital, HTML, Excel, Database Development, Access, Team Leadership, Business Communications, Security Analysis, Oracle
Education
University of New Hampshire - Whittemore School of Business and Economics 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.76
Pinkerton Academy 2007 — 2011
General Studies, Marketing, 3.6
Fidelity Investments June 2014 - Present
Fidelity Investments May 2013 - September 2013
Cote Electrical Engineering May 2012 - August 2012
Campus Corner September 2010 - June 2011
Skills
Capital Project Planning, Accounting, Market Research, Financial Management, Payroll Analysis, SQL, Seed Capital, HTML, Excel, Database Development, Access, Team Leadership, Business Communications, Security Analysis, Oracle
Education
University of New Hampshire - Whittemore School of Business and Economics 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.76
Pinkerton Academy 2007 — 2011
General Studies, Marketing, 3.6
Stephen Steeves Stephen Steeves's Fidelity Investments Experience November 2010 - Present
Job Fund Accounting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2010 - Present
Fidelity Investments September 2009 - November 2010
Skills
Economics, Accounting, Personal Financial..., Financial Planners
Education
University of New Hampshire 2005 — 2009
Bachelor of Science (BS), Economics
Fidelity Investments November 2010 - Present
Fidelity Investments September 2009 - November 2010
Skills
Economics, Accounting, Personal Financial..., Financial Planners
Education
University of New Hampshire 2005 — 2009
Bachelor of Science (BS), Economics
Tina Doherty's Fidelity Investments Experience March 2005 - September 2013
Job Vice President, North America HR and Payroll Operations at State Street
Industry Financial Services
Experience
State Street April 2014 - Present
Fidelity Investments March 2005 - September 2013
ADP Retirement Services 2003 - 2005
Scudder Investments 2000 - 2003
Scudder Investments 1998 - 2000
Skills
Program Management, Investments, Strategic Planning, Series 6, Series 63, Leadership, Management, Business Development, Talent Developer, Innovation, Delivering Results, Job Coaching, Risk Management, Collaboration, Finance, Change Management, Talent Management, Executive Management, Cross-functional Team..., Business Analysis, Process Improvement, Vendor Management, Strategy, Business Process...
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor of Science, Business Administration
Salem High School
State Street April 2014 - Present
Fidelity Investments March 2005 - September 2013
ADP Retirement Services 2003 - 2005
Scudder Investments 2000 - 2003
Scudder Investments 1998 - 2000
Skills
Program Management, Investments, Strategic Planning, Series 6, Series 63, Leadership, Management, Business Development, Talent Developer, Innovation, Delivering Results, Job Coaching, Risk Management, Collaboration, Finance, Change Management, Talent Management, Executive Management, Cross-functional Team..., Business Analysis, Process Improvement, Vendor Management, Strategy, Business Process...
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor of Science, Business Administration
Salem High School
Thomas Arena Thomas Arena's Fidelity Investments Experience May 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Compliance Technologies International, LLC. July 2014 - March 2015
Shooter's Tavern 2011 - 2014
Market Basket Foods 2008 - 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Time Management, Organization Skills, Public Speaking, Self-confidence
Education
University of New Hampshire 2011 — 2015
Bachelor of Science (BS), Business Administration, Finance Option
Fidelity Investments May 2015 - Present
Compliance Technologies International, LLC. July 2014 - March 2015
Shooter's Tavern 2011 - 2014
Market Basket Foods 2008 - 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Time Management, Organization Skills, Public Speaking, Self-confidence
Education
University of New Hampshire 2011 — 2015
Bachelor of Science (BS), Business Administration, Finance Option
Shane Currier Shane Currier's Fidelity Investments Experience July 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Buffalo Wild Wings March 2014 - August 2014
Van Burkem Nursery May 2013 - August 2013
The Purple Urchin Restaurant May 2011 - August 2012
Skills
Communication, Website Design, Microsoft Excel, Microsoft Powerpoint, Customer Service, Microsoft Office, Microsoft Word, Time Management, Teamwork, Cooking, Facebook, Social Media, Event Planning, Social Media Marketing
Education
University of New Hampshire 2011 — 2015
Bachelor's degree, Communication and Media Studies
Concord High School 2007 — 2011
High School/Secondary Diplomas and Certificates
Fidelity Investments July 2015 - Present
Buffalo Wild Wings March 2014 - August 2014
Van Burkem Nursery May 2013 - August 2013
The Purple Urchin Restaurant May 2011 - August 2012
Skills
Communication, Website Design, Microsoft Excel, Microsoft Powerpoint, Customer Service, Microsoft Office, Microsoft Word, Time Management, Teamwork, Cooking, Facebook, Social Media, Event Planning, Social Media Marketing
Education
University of New Hampshire 2011 — 2015
Bachelor's degree, Communication and Media Studies
Concord High School 2007 — 2011
High School/Secondary Diplomas and Certificates
Mitchell Ocampo Mitchell Ocampo's Fidelity Investments Experience 1998 - 1999
Job Executive Vice President at TAI
Industry Information Technology and Services
Experience
TAI (Tindall Associates) February 2015 - Present
msg global solutions, inc. 2011 - February 2015
Kogent Corporation April 2008 - October 2011
EMC Global Services May 2005 - April 2008
Internosis, acquired by EMC May 2005 - September 2006
IBM, Kenexa Brassring April 2004 - September 2005
Thomson Reuters 1999 - 2004
Fidelity Investments 1998 - 1999
Skills
Business Intelligence, Data Warehousing, Enterprise Software, Pre-sales, Integration, Analytics, Microsoft SQL Server, Databases, Management, Consulting, Strategy, .NET, Leadership, Governance, Program Management, IT Strategy, Cloud Computing
Education
University of New Hampshire
Cleveland St. Ignatius H.S.
TAI (Tindall Associates) February 2015 - Present
msg global solutions, inc. 2011 - February 2015
Kogent Corporation April 2008 - October 2011
EMC Global Services May 2005 - April 2008
Internosis, acquired by EMC May 2005 - September 2006
IBM, Kenexa Brassring April 2004 - September 2005
Thomson Reuters 1999 - 2004
Fidelity Investments 1998 - 1999
Skills
Business Intelligence, Data Warehousing, Enterprise Software, Pre-sales, Integration, Analytics, Microsoft SQL Server, Databases, Management, Consulting, Strategy, .NET, Leadership, Governance, Program Management, IT Strategy, Cloud Computing
Education
University of New Hampshire
Cleveland St. Ignatius H.S.
Matthew O'Boyle Matthew O'Boyle's Fidelity Investments Experience February 2007 - February 2008
Job Lab Director at Town of Danvers
Industry Utilities
Experience
Town of Danvers January 2012 - Present
North Andover Water Treatment Plant August 2011 - December 2011
North Andover Water Treatment Plant February 2008 - August 2011
Fidelity Investments February 2007 - February 2008
Skills
Analysis, Customer Service, Management, Public Speaking, Research, Water, Policy, Call Centers, Environmental Awareness, Water Quality, Microsoft Excel, Budgets, Social Media, Data Analysis
Education
University of New Hampshire 2000 — 2004
Bachelor of Science, Environmental Conservation: Environmental Science
Attleboro High School 1996 — 2000
General Studies
Town of Danvers January 2012 - Present
North Andover Water Treatment Plant August 2011 - December 2011
North Andover Water Treatment Plant February 2008 - August 2011
Fidelity Investments February 2007 - February 2008
Skills
Analysis, Customer Service, Management, Public Speaking, Research, Water, Policy, Call Centers, Environmental Awareness, Water Quality, Microsoft Excel, Budgets, Social Media, Data Analysis
Education
University of New Hampshire 2000 — 2004
Bachelor of Science, Environmental Conservation: Environmental Science
Attleboro High School 1996 — 2000
General Studies
Rebecca Clinard's Fidelity Investments Experience March 2004 - March 2007
Job Principal Performance Engineer
Industry Computer Software
Experience
Applause September 2015 - Present
CA Technologies August 2014 - Present
Dyn December 2013 - September 2014
Mentora, a Forsythe Company March 2013 - December 2013
Navisite October 2012 - March 2013
Neotys April 2009 - November 2012
Neotys April 2009 - October 2012
Bottomline Technologies February 2008 - April 2009
Timberland March 2007 - February 2008
Fidelity Investments March 2004 - March 2007
Skills
J2EE, AJAX, .NET, Flex, Silverlight, HTTPS, REST, LoadRunner, Apache, AIX, LDAP, Web Services, XML, Websphere, Performance Tuning, Performance Testing, Linux, Cloud Computing, Unix, HTML, Tomcat, SOAP, Weblogic, Solaris, JBoss, Architecture, Requirements Analysis, Software Quality..., Web Applications, Java Enterprise Edition, Customer Satisfaction, Databases, JBoss Application Server, NeoLoad, JVM tuning, Jmeter, Load testing, Webload, Multi-Tier Performance..., Red Hat Linux, JSON, RESTful WebServices, Testing
Education
Worcester Polytechnic Institute 1997 — 1997
B.S, UNIX systems administrations
University of New Hampshire 1991 — 1995
Bachelor of Science (BS), Bioscience and Technology
Applause September 2015 - Present
CA Technologies August 2014 - Present
Dyn December 2013 - September 2014
Mentora, a Forsythe Company March 2013 - December 2013
Navisite October 2012 - March 2013
Neotys April 2009 - November 2012
Neotys April 2009 - October 2012
Bottomline Technologies February 2008 - April 2009
Timberland March 2007 - February 2008
Fidelity Investments March 2004 - March 2007
Skills
J2EE, AJAX, .NET, Flex, Silverlight, HTTPS, REST, LoadRunner, Apache, AIX, LDAP, Web Services, XML, Websphere, Performance Tuning, Performance Testing, Linux, Cloud Computing, Unix, HTML, Tomcat, SOAP, Weblogic, Solaris, JBoss, Architecture, Requirements Analysis, Software Quality..., Web Applications, Java Enterprise Edition, Customer Satisfaction, Databases, JBoss Application Server, NeoLoad, JVM tuning, Jmeter, Load testing, Webload, Multi-Tier Performance..., Red Hat Linux, JSON, RESTful WebServices, Testing
Education
Worcester Polytechnic Institute 1997 — 1997
B.S, UNIX systems administrations
University of New Hampshire 1991 — 1995
Bachelor of Science (BS), Bioscience and Technology
Nicholas Kaschak Nicholas Kaschak's Fidelity Investments Experience August 2015 - Present
Job Technical Intern at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments May 2014 - December 2014
Peter T. Paul College of Business & Economics October 2013 - May 2014
UNH Computer Store May 2013 - October 2013
UNH Dining September 2010 - May 2013
C&J Bus Lines May 2012 - September 2012
Skills
Microsoft Excel, Adobe Creative Suite, Photoshop, Microsoft Access, HTML, SQL, CSS, Data Analysis, Video Production, Microsoft Office, Windows, Social Media, Photography, Graphic Design, Sales, VBA, Java, Customer Service, jQuery Mobile, Access
Education
University of New Hampshire 2011 — 2015
Bachelor of Science (BS), Management Information Systems, General
Fidelity Investments August 2015 - Present
Fidelity Investments May 2014 - December 2014
Peter T. Paul College of Business & Economics October 2013 - May 2014
UNH Computer Store May 2013 - October 2013
UNH Dining September 2010 - May 2013
C&J Bus Lines May 2012 - September 2012
Skills
Microsoft Excel, Adobe Creative Suite, Photoshop, Microsoft Access, HTML, SQL, CSS, Data Analysis, Video Production, Microsoft Office, Windows, Social Media, Photography, Graphic Design, Sales, VBA, Java, Customer Service, jQuery Mobile, Access
Education
University of New Hampshire 2011 — 2015
Bachelor of Science (BS), Management Information Systems, General
Sarah P. Weese Sarah P. Weese's Fidelity Investments Experience July 1995 - June 1998
Job National Account Executive US Private Client Services at Russell Investments
Industry Financial Services
Experience
Russell Investments July 2010 - Present
Russell Investments April 2009 - August 2010
Russell Investments January 2007 - April 2009
Russell Investments January 2005 - January 2007
Russell Investments September 2000 - January 2005
Russell Investments January 2000 - September 2000
Russell Investments September 1998 - December 1999
Fidelity Investments July 1995 - June 1998
Fidelity Investments December 1993 - June 1995
The Equitable Financial Companies August 1993 - December 1993
Education
University of New Hampshire 1990 — 1993
BA, Political Science
Russell Investments July 2010 - Present
Russell Investments April 2009 - August 2010
Russell Investments January 2007 - April 2009
Russell Investments January 2005 - January 2007
Russell Investments September 2000 - January 2005
Russell Investments January 2000 - September 2000
Russell Investments September 1998 - December 1999
Fidelity Investments July 1995 - June 1998
Fidelity Investments December 1993 - June 1995
The Equitable Financial Companies August 1993 - December 1993
Education
University of New Hampshire 1990 — 1993
BA, Political Science
Merritt Peasley's Fidelity Investments Experience September 2015 - Present
Job Service and Retention Consultant at The University of Texas at Austin
Industry Sports
Experience
Fidelity Investments September 2015 - Present
The University of Texas at Austin November 2014 - September 2015
Krossover January 2014 - December 2014
Nike May 2012 - November 2014
The Aspire Group - Arizona State University July 2013 - October 2014
Sports Management Worldwide March 2013 - May 2013
BookHolders January 2011 - May 2013
West Virginia University Women's Basketball Program September 2010 - April 2013
WVU Arts and Entertainment August 2010 - January 2013
Camp Carefree July 2011 - August 2011
Skills
Competitive, task oriented, knowledgable of sports..., Organization &..., People Skills, Solid computer skills, teachable, Sports, Event Planning, Sports Marketing, Sports Management, Sales, Marketing, Customer Service, Ticket Sales, Athletics, Facebook, Social Networking, Basketball, Microsoft Word, Social Media, Event Management, Data Entry, Team-oriented, Outlook
Education
West Virginia University 2010 — 2013
Bachelor's degree, Sport Management, 3.39
University of New Hampshire 2008 — 2010
N/A, Sports Studies
Trinity High School 2004 — 2008
High School Diploma, General Studies, 3.27
Fidelity Investments September 2015 - Present
The University of Texas at Austin November 2014 - September 2015
Krossover January 2014 - December 2014
Nike May 2012 - November 2014
The Aspire Group - Arizona State University July 2013 - October 2014
Sports Management Worldwide March 2013 - May 2013
BookHolders January 2011 - May 2013
West Virginia University Women's Basketball Program September 2010 - April 2013
WVU Arts and Entertainment August 2010 - January 2013
Camp Carefree July 2011 - August 2011
Skills
Competitive, task oriented, knowledgable of sports..., Organization &..., People Skills, Solid computer skills, teachable, Sports, Event Planning, Sports Marketing, Sports Management, Sales, Marketing, Customer Service, Ticket Sales, Athletics, Facebook, Social Networking, Basketball, Microsoft Word, Social Media, Event Management, Data Entry, Team-oriented, Outlook
Education
West Virginia University 2010 — 2013
Bachelor's degree, Sport Management, 3.39
University of New Hampshire 2008 — 2010
N/A, Sports Studies
Trinity High School 2004 — 2008
High School Diploma, General Studies, 3.27
Adam LaFerriere Adam LaFerriere's Fidelity Investments Experience April 2011 - May 2012
Job Founder at Landtech Landscaping LLC
Industry Insurance
Experience
Landtech Landscaping LLC May 2012 - Present
Fidelity Investments April 2011 - May 2012
Liberty Mutual (Peerless Insurance) 2010 - April 2011
Phi Beta Gamma 2008 - 2010
Bill Jones & Sons Landscaping and Lawn Care 2006 - 2010
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
B.S. Cum Laude, Finance, Minor In Economics
Landtech Landscaping LLC May 2012 - Present
Fidelity Investments April 2011 - May 2012
Liberty Mutual (Peerless Insurance) 2010 - April 2011
Phi Beta Gamma 2008 - 2010
Bill Jones & Sons Landscaping and Lawn Care 2006 - 2010
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
B.S. Cum Laude, Finance, Minor In Economics
Shannon (Peddle) Garside Shannon (Peddle) Garside's Fidelity Investments Experience May 2013 - August 2013
Job Administrative Assistant
Industry Financial Services
Experience
New Hampshire Boring, Inc. August 2013 - Present
Fidelity Investments May 2013 - August 2013
Fidelity Investments December 2012 - January 2013
Fidelity Investments May 2012 - August 2012
Eddie Bauer August 2011 - November 2011
Arden B. May 2010 - July 2010
American Eagle Outfitters September 2007 - April 2008
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Employee Engagement, Retail Sales, Presentation Development, Loss Prevention, Retail, Store Management, Cashiering, Fashion, Sales, Inventory Management, Apparel
Education
University of New Hampshire 2009 — 2013
Bachelor's degree, Major Psychology, Minor in Business
Londonderry High School
New Hampshire Boring, Inc. August 2013 - Present
Fidelity Investments May 2013 - August 2013
Fidelity Investments December 2012 - January 2013
Fidelity Investments May 2012 - August 2012
Eddie Bauer August 2011 - November 2011
Arden B. May 2010 - July 2010
American Eagle Outfitters September 2007 - April 2008
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Employee Engagement, Retail Sales, Presentation Development, Loss Prevention, Retail, Store Management, Cashiering, Fashion, Sales, Inventory Management, Apparel
Education
University of New Hampshire 2009 — 2013
Bachelor's degree, Major Psychology, Minor in Business
Londonderry High School
Brandon Callahan's Fidelity Investments Experience February 2008 - Present
Job Senior Investment Data Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2008 - Present
Fidelity Investments April 2006 - February 2008
Fidelity Investments July 2003 - March 2006
Skills
Investments, Mutual Funds, Bloomberg, Fund Accounting, Accounting, Equities, Fixed Income, Financial Services, Financial Analysis, Corporate Finance, Risk Management, Financial Reporting, Process Improvement, Securities, Data Analysis, Project Management, Process Flow...
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2003
BS: Business Administration, Finance Concentration
Fidelity Investments February 2008 - Present
Fidelity Investments April 2006 - February 2008
Fidelity Investments July 2003 - March 2006
Skills
Investments, Mutual Funds, Bloomberg, Fund Accounting, Accounting, Equities, Fixed Income, Financial Services, Financial Analysis, Corporate Finance, Risk Management, Financial Reporting, Process Improvement, Securities, Data Analysis, Project Management, Process Flow...
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2003
BS: Business Administration, Finance Concentration
Peter Desfosses Peter Desfosses's Fidelity Investments Experience January 2008 - May 2008
Job Information Technology Coordinator and Technical Support Representative at GlobalSign
Industry Information Technology and Services
Experience
GlobalSign December 2011 - Present
Alternative Sales Corp August 2009 - October 2011
HealthMarkets December 2008 - April 2009
Fidelity Investments January 2008 - May 2008
UNH Dinining October 2005 - May 2008
Skills
Troubleshooting, Microsoft Office, Microsoft Excel, Marketing, Access, Salesforce.com, Process Improvement, Leadership, Analysis, Marketing Strategy, Databases, Management, Security, Networking, Sales, Project Management, Training, CRM, Information Technology, Windows, Inventory Management, SQL, Technical Support, Network Security, VPN, HTML, MySQL, Call Centers, Customer Satisfaction, Server Architecture, SaaS
Education
University of New Hampshire 2004 — 2008
Bachelor of Science, Business Administration & Information Systems Management
GlobalSign December 2011 - Present
Alternative Sales Corp August 2009 - October 2011
HealthMarkets December 2008 - April 2009
Fidelity Investments January 2008 - May 2008
UNH Dinining October 2005 - May 2008
Skills
Troubleshooting, Microsoft Office, Microsoft Excel, Marketing, Access, Salesforce.com, Process Improvement, Leadership, Analysis, Marketing Strategy, Databases, Management, Security, Networking, Sales, Project Management, Training, CRM, Information Technology, Windows, Inventory Management, SQL, Technical Support, Network Security, VPN, HTML, MySQL, Call Centers, Customer Satisfaction, Server Architecture, SaaS
Education
University of New Hampshire 2004 — 2008
Bachelor of Science, Business Administration & Information Systems Management
Shelly Pettee Shelly Pettee's Fidelity Investments Experience July 2011 - Present
Job Project Manager at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments June 2008 - July 2011
Ceridian March 2004 - June 2008
DataForce Systems October 2000 - May 2003
Paychex, Inc. August 1997 - May 1999
Skills
Software Documentation, Project Management, Requirements Analysis, Training
Education
University of New Hampshire 1991 — 1995
Bachelor of Science, Medical Laboratory Science
Fidelity Investments July 2011 - Present
Fidelity Investments June 2008 - July 2011
Ceridian March 2004 - June 2008
DataForce Systems October 2000 - May 2003
Paychex, Inc. August 1997 - May 1999
Skills
Software Documentation, Project Management, Requirements Analysis, Training
Education
University of New Hampshire 1991 — 1995
Bachelor of Science, Medical Laboratory Science
Rick Gallin, SPHR, SHRM-SCP's Fidelity Investments Experience 2006 - 2008
Job Strategic and Operationsfocused HR leader
Industry Human Resources
Experience
MTS Services March 2015 - Present
Dyn January 2013 - March 2015
EFI April 2011 - January 2013
Veeco Instruments November 2009 - March 2011
Fidelity Investments 2006 - 2008
Autodesk 1996 - 2006
National Semiconductor 1991 - 1996
Gallin Associates, Inc. 1987 - 1990
Skills
Recruitment/Retention, Consultation, Compensation Planning, Workforce Planning, Organizational..., Organizational Design, Organizational Change, Change Management, Personnel Management, Performance Management, Leadership, Human Resources, Employee Relations, Recruiting, Talent Acquisition, Talent Management, HRIS, Leadership Development, Deferred Compensation, Employee Benefits, Management, Employee Training, Strategy, CRM, College Recruiting
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
BS
MTS Services March 2015 - Present
Dyn January 2013 - March 2015
EFI April 2011 - January 2013
Veeco Instruments November 2009 - March 2011
Fidelity Investments 2006 - 2008
Autodesk 1996 - 2006
National Semiconductor 1991 - 1996
Gallin Associates, Inc. 1987 - 1990
Skills
Recruitment/Retention, Consultation, Compensation Planning, Workforce Planning, Organizational..., Organizational Design, Organizational Change, Change Management, Personnel Management, Performance Management, Leadership, Human Resources, Employee Relations, Recruiting, Talent Acquisition, Talent Management, HRIS, Leadership Development, Deferred Compensation, Employee Benefits, Management, Employee Training, Strategy, CRM, College Recruiting
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
BS
Patrick Colburn Patrick Colburn's Fidelity Investments Experience April 2015 - Present
Job Forecast Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Aspen Technology July 2014 - April 2015
Aspen Technology September 2011 - July 2014
Self Employed November 2005 - April 2010
Brown McLeod May 2008 - August 2008
Colburn Development Group January 2005 - January 2008
Skills
Marketing, Spanish, Leadership, Management, Public Speaking, Microsoft Office, Marketing Strategy, Sales Process, Business Development, Data Analysis, Analysis, Time Management, Access, Editing, VBA, SQL, KPI Dashboards
Education
University of New Hampshire 2005 — 2009
Bachelor of Science, Marketing
Center for Cross Cultural Study 2003 — 2003
Spanish
Fidelity Investments April 2015 - Present
Aspen Technology July 2014 - April 2015
Aspen Technology September 2011 - July 2014
Self Employed November 2005 - April 2010
Brown McLeod May 2008 - August 2008
Colburn Development Group January 2005 - January 2008
Skills
Marketing, Spanish, Leadership, Management, Public Speaking, Microsoft Office, Marketing Strategy, Sales Process, Business Development, Data Analysis, Analysis, Time Management, Access, Editing, VBA, SQL, KPI Dashboards
Education
University of New Hampshire 2005 — 2009
Bachelor of Science, Marketing
Center for Cross Cultural Study 2003 — 2003
Spanish
Yerilie Rivas Yerilie Rivas's Fidelity Investments Experience June 2010 - Present
Job Software Developer
Industry Computer Software
Experience
Fidelity Investments June 2010 - Present
University of New Hampshire August 2011 - May 2012
University of New Hampshire March 2010 - August 2011
Skills
Java, C#, SQL, .NET, PHP, Sybase, MySQL, VB.NET, Oracle, Databases, ASP.NET, CSS, HTML, Web Development, Web Design, Unit Testing, JavaScript, Microsoft SQL Server, Software Development, Visual Studio, Web Applications, Programming
Education
DeVry University's Keller Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Information Systems Management
University of New Hampshire 2008 — 2012
Bachelor, Information Technology
Fidelity Investments June 2010 - Present
University of New Hampshire August 2011 - May 2012
University of New Hampshire March 2010 - August 2011
Skills
Java, C#, SQL, .NET, PHP, Sybase, MySQL, VB.NET, Oracle, Databases, ASP.NET, CSS, HTML, Web Development, Web Design, Unit Testing, JavaScript, Microsoft SQL Server, Software Development, Visual Studio, Web Applications, Programming
Education
DeVry University's Keller Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Information Systems Management
University of New Hampshire 2008 — 2012
Bachelor, Information Technology
Tara Prairie Tara Prairie's Fidelity Investments Experience February 2007 - February 2009
Job Client Service Manager at ADP
Industry Financial Services
Experience
ADP May 2012 - Present
ADP May 2009 - May 2012
Fidelity Investments February 2007 - February 2009
Verizon Wireless December 1998 - September 2006
Micronetics Wireless July 1998 - December 1998
Skills
Customer Satisfaction, Employee Benefits, Marketing, Analysis, Customer Service, Management, Retail, Insurance, Benefits Administration, Payroll, Customer Retention, Sales, Call Centers, Microsoft Office, Process Improvement, Inventory Management, Training, 401k
Education
University of New Hampshire 1989 — 1992
Associates, Applied Science
ADP May 2012 - Present
ADP May 2009 - May 2012
Fidelity Investments February 2007 - February 2009
Verizon Wireless December 1998 - September 2006
Micronetics Wireless July 1998 - December 1998
Skills
Customer Satisfaction, Employee Benefits, Marketing, Analysis, Customer Service, Management, Retail, Insurance, Benefits Administration, Payroll, Customer Retention, Sales, Call Centers, Microsoft Office, Process Improvement, Inventory Management, Training, 401k
Education
University of New Hampshire 1989 — 1992
Associates, Applied Science
Nicholas Capano's Fidelity Investments Experience May 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments May 2012 - Present
PC Connection August 2011 - February 2012
McDonald's April 2004 - August 2011
Summer School Marketing Campaign February 2010 - May 2010
University of New Hampshire September 2009 - December 2009
Skills
Social Media, Marketing, Business Development, Marketing Research, Social Media Marketing, Facebook, Customer Service, Sales, Marketing Strategy, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Salesforce.com, Account Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2010
BSBA, Marketing
Fidelity Investments May 2012 - Present
PC Connection August 2011 - February 2012
McDonald's April 2004 - August 2011
Summer School Marketing Campaign February 2010 - May 2010
University of New Hampshire September 2009 - December 2009
Skills
Social Media, Marketing, Business Development, Marketing Research, Social Media Marketing, Facebook, Customer Service, Sales, Marketing Strategy, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Salesforce.com, Account Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2010
BSBA, Marketing
Andrew Drazin Andrew Drazin's Fidelity Investments Experience June 2014 - July 2015
Job Master of Business Administration Candidate
Industry Logistics and Supply Chain
Experience
Fidelity Investments June 2014 - July 2015
Fidelity Investments January 2014 - May 2014
Fidelity Investments March 2013 - January 2014
Fidelity Investments October 2012 - January 2013
BAE Systems June 2012 - October 2012
BAE Systems June 2011 - July 2011
BAE Systems May 2010 - July 2010
BAE Systems June 2009 - July 2009
Skills
Data Analysis, Microsoft Office, Utility Analysis, Safety Auditing, Return on Investment..., Pensions, 401k, 401k Rollovers, Capital Budgeting, Corporate Actions, Proxy Voting, Legal Product Review, Microsoft Word, PowerPoint, Microsoft Excel, Social Networking, Time Management, Teamwork, Public Speaking
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelors of Science, Business Administration: Finance
Fidelity Investments June 2014 - July 2015
Fidelity Investments January 2014 - May 2014
Fidelity Investments March 2013 - January 2014
Fidelity Investments October 2012 - January 2013
BAE Systems June 2012 - October 2012
BAE Systems June 2011 - July 2011
BAE Systems May 2010 - July 2010
BAE Systems June 2009 - July 2009
Skills
Data Analysis, Microsoft Office, Utility Analysis, Safety Auditing, Return on Investment..., Pensions, 401k, 401k Rollovers, Capital Budgeting, Corporate Actions, Proxy Voting, Legal Product Review, Microsoft Word, PowerPoint, Microsoft Excel, Social Networking, Time Management, Teamwork, Public Speaking
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelors of Science, Business Administration: Finance
William Driscoll's Fidelity Investments Experience September 2012 - December 2012
Job Procurement Intern at Albany International Corp.
Industry Financial Services
Experience
Albany International Corp. May 2015 - Present
Platinum Touchless Car Wash August 2011 - May 2015
Fidelity Investments September 2012 - December 2012
Canobie Lake Park April 2011 - September 2011
Skills
Typing, Presenting, Note Taking, Organizational Learning, Tax Forms, Patience, Teamwork, Team Leadership, Social Networking, Microsoft Excel, Customer Service, Access, Time Management, Leadership, Social Media
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2013 — 2017
Finance, General, Sophomore
Londonderry High School 2009 — 2013
Albany International Corp. May 2015 - Present
Platinum Touchless Car Wash August 2011 - May 2015
Fidelity Investments September 2012 - December 2012
Canobie Lake Park April 2011 - September 2011
Skills
Typing, Presenting, Note Taking, Organizational Learning, Tax Forms, Patience, Teamwork, Team Leadership, Social Networking, Microsoft Excel, Customer Service, Access, Time Management, Leadership, Social Media
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2013 — 2017
Finance, General, Sophomore
Londonderry High School 2009 — 2013
Paul Annand's Fidelity Investments Experience June 2012 - August 2012
Job Accounts Payable Specialist at HarteHanks, Inc.
Industry Marketing and Advertising
Experience
Harte-Hanks, Inc. May 2015 - Present
Lincoln Educational Services Corporation April 2014 - May 2015
Lincoln Educational Services Corporation January 2014 - March 2014
Handyman Services May 2011 - January 2014
Fidelity Investments June 2012 - August 2012
Skills
Marketing, Customer Service, Public Speaking, Microsoft Office, Social Media, Entrepreneurship, Market Research, Social Networking, Research, Financial Analysis, Databases, PeopleSoft
Education
University of New Hampshire 2009 — 2013
Bachelor's Degree, Business Administration
Bishop Guertin
Bishop Guertin
Harte-Hanks, Inc. May 2015 - Present
Lincoln Educational Services Corporation April 2014 - May 2015
Lincoln Educational Services Corporation January 2014 - March 2014
Handyman Services May 2011 - January 2014
Fidelity Investments June 2012 - August 2012
Skills
Marketing, Customer Service, Public Speaking, Microsoft Office, Social Media, Entrepreneurship, Market Research, Social Networking, Research, Financial Analysis, Databases, PeopleSoft
Education
University of New Hampshire 2009 — 2013
Bachelor's Degree, Business Administration
Bishop Guertin
Bishop Guertin
Patrick Scanlon Patrick Scanlon's Fidelity Investments Experience September 2011 - July 2012
Job AngularJS developer
Industry Financial Services
Experience
Scanlon Software Consulting July 2014 - Present
Wellington Management January 2013 - July 2014
Fidelity Management and Research Co. July 2012 - January 2013
Fidelity Investments September 2011 - July 2012
Fidelity Capital Markets 2010 - 2011
Fidelity Investments July 2007 - May 2010
Skills
.NET, Quantitative Analytics, Bloomberg, JavaScript, Market Data, Microsoft SQL Server, SQL, Equities, KDB+, Oracle Applications, HTML 5, Hold Series 7, Oracle, Business Analysis, Software Development, Trading Systems, C#, Visual Studio, Bonds, HTML, Fixed Income, Trading, Portfolio Management, Software Project..., Valuation, Financial Modeling, VBA, Electronic Trading, Equity Trading, Financial Analysis, Finance, angularjs, Mutual Funds, Requirements Analysis, Microsoft Excel, Financial Services, Investments
Education
University of New Hampshire 2002 — 2006
Bachelor of Science (BS), Major Finance, Minor Economics
Scanlon Software Consulting July 2014 - Present
Wellington Management January 2013 - July 2014
Fidelity Management and Research Co. July 2012 - January 2013
Fidelity Investments September 2011 - July 2012
Fidelity Capital Markets 2010 - 2011
Fidelity Investments July 2007 - May 2010
Skills
.NET, Quantitative Analytics, Bloomberg, JavaScript, Market Data, Microsoft SQL Server, SQL, Equities, KDB+, Oracle Applications, HTML 5, Hold Series 7, Oracle, Business Analysis, Software Development, Trading Systems, C#, Visual Studio, Bonds, HTML, Fixed Income, Trading, Portfolio Management, Software Project..., Valuation, Financial Modeling, VBA, Electronic Trading, Equity Trading, Financial Analysis, Finance, angularjs, Mutual Funds, Requirements Analysis, Microsoft Excel, Financial Services, Investments
Education
University of New Hampshire 2002 — 2006
Bachelor of Science (BS), Major Finance, Minor Economics
Tucker Strange Tucker Strange's Fidelity Investments Experience July 2011 - Present
Job Active Trader VIP Specialist
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Skills
Series 7, Bloomberg, Mutual Funds, Trading, Series 63, Securities, Investments, Retirement Planning, Equities, Strategic Financial...
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
Business Administration, Finance
Fidelity Investments July 2011 - Present
Skills
Series 7, Bloomberg, Mutual Funds, Trading, Series 63, Securities, Investments, Retirement Planning, Equities, Strategic Financial...
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2002 — 2006
Business Administration, Finance
LindaSue Plageman LindaSue Plageman's Fidelity Investments Experience January 1984 - June 1992
Job Member Board of Directors at Project Hope
Industry Fund-Raising
Experience
Project Hope 2013 - Present
Project Moves Dance Company 2011 - Present
Dover Sherborn Middle School September 2009 - June 2012
Wellesley Country Club 2004 - 2009
Dover Sherborn Education Fund September 2004 - June 2008
Pine Hill School September 1997 - June 2007
Sherborn Dollars for Scholars 2004 - 2007
Friends of Sherborn Library September 2002 - June 2005
Dover Sherborn Child Development Center September 1994 - June 2003
Fidelity Investments January 1984 - June 1992
Education
University of New Hampshire 1978 — 1983
Bachelor of Arts (BA), Political Science and Government
University of New Hampshire 1978 — 1983
bachelor of arts, Political science, journalism
Project Hope 2013 - Present
Project Moves Dance Company 2011 - Present
Dover Sherborn Middle School September 2009 - June 2012
Wellesley Country Club 2004 - 2009
Dover Sherborn Education Fund September 2004 - June 2008
Pine Hill School September 1997 - June 2007
Sherborn Dollars for Scholars 2004 - 2007
Friends of Sherborn Library September 2002 - June 2005
Dover Sherborn Child Development Center September 1994 - June 2003
Fidelity Investments January 1984 - June 1992
Education
University of New Hampshire 1978 — 1983
Bachelor of Arts (BA), Political Science and Government
University of New Hampshire 1978 — 1983
bachelor of arts, Political science, journalism
Keith Harrington Keith Harrington's Fidelity Investments Experience April 1999 - November 2001
Job Director, Enterprise Performance Solutions Practice
Industry Management Consulting
Experience
Cervello April 2012 - Present
Merck KGaA October 2009 - April 2012
Palladium Group March 2004 - October 2009
Painted Word 2004 - 2005
Verndale November 2001 - December 2003
Fidelity Investments April 1999 - November 2001
Skills
Business Intelligence, Essbase, Hyperion Planning, Analytics, Business Analysis, Project Management, Management Consulting, Enterprise Software, Management, Consulting, Leadership, EPM, Data Warehousing, Hyperion Enterprise, Data Integration, Master Data Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1997
B.S., Business Administration
Cervello April 2012 - Present
Merck KGaA October 2009 - April 2012
Palladium Group March 2004 - October 2009
Painted Word 2004 - 2005
Verndale November 2001 - December 2003
Fidelity Investments April 1999 - November 2001
Skills
Business Intelligence, Essbase, Hyperion Planning, Analytics, Business Analysis, Project Management, Management Consulting, Enterprise Software, Management, Consulting, Leadership, EPM, Data Warehousing, Hyperion Enterprise, Data Integration, Master Data Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1997
B.S., Business Administration
Sean Pirttiaho's Fidelity Investments Experience October 2013 - Present
Job Financial Representative/Licensing Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Staples July 2009 - September 2014
Skills
Customer Service, Strategic Planning, Delegate Management, Teamwork, Team Building, Motivation, Self-driven, Highly personable, Problem Analysis, Financial Analysis, Enthusiastic...
Education
University of New Hampshire 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Fidelity Investments October 2013 - Present
Staples July 2009 - September 2014
Skills
Customer Service, Strategic Planning, Delegate Management, Teamwork, Team Building, Motivation, Self-driven, Highly personable, Problem Analysis, Financial Analysis, Enthusiastic...
Education
University of New Hampshire 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Matthew Edmonds's Fidelity Investments Experience May 2011 - August 2011
Job Software Developer at Liberty Mutual Insurance
Industry Computer Software
Experience
Liberty Mutual Insurance July 2014 - Present
Liberty Mutual Insurance June 2013 - June 2014
Liberty Mutual Insurance June 2012 - June 2013
Fidelity Investments May 2011 - August 2011
TomTom February 2011 - May 2011
Goffstown Area High School June 2010 - August 2010
Skills
SQL, Java, Troubleshooting, XML, Programming, HTML, PHP, Software Engineering, Databases, Windows, Eclipse, MySQL, CSS, Problem Solving, Object Oriented Design, Microsoft Office, Web Applications, Database Design, JavaScript, Linux, Python, C++, Unix, XHTML, C#, Primefaces, Software Development, Web Development, AngularJS
Education
University of New Hampshire 2008 — 2011
Bachelor of Science, Computer Information Systems, 3.37
Goffstown Area High School 2004 — 2008
High School Diploma
Liberty Mutual Insurance July 2014 - Present
Liberty Mutual Insurance June 2013 - June 2014
Liberty Mutual Insurance June 2012 - June 2013
Fidelity Investments May 2011 - August 2011
TomTom February 2011 - May 2011
Goffstown Area High School June 2010 - August 2010
Skills
SQL, Java, Troubleshooting, XML, Programming, HTML, PHP, Software Engineering, Databases, Windows, Eclipse, MySQL, CSS, Problem Solving, Object Oriented Design, Microsoft Office, Web Applications, Database Design, JavaScript, Linux, Python, C++, Unix, XHTML, C#, Primefaces, Software Development, Web Development, AngularJS
Education
University of New Hampshire 2008 — 2011
Bachelor of Science, Computer Information Systems, 3.37
Goffstown Area High School 2004 — 2008
High School Diploma
Robin Kazanjian Robin Kazanjian's Fidelity Investments Experience January 2000 - December 2001
Job Human Resource Management System Consultant
Industry Information Technology and Services
Experience
Self Employed July 1999 - Present
Fidelity Investments January 2000 - December 2001
GENESYS Software Systems, Inc January 1994 - July 1999
HRMC, Inc April 1985 - December 1993
Wang Laboratories, Inc November 1980 - March 1985
Wang Laboratories, Inc. December 1975 - October 1980
Skills
User Acceptance Testing, HRIS, SDLC, Training, Human Resources, Business Analysis, Payroll, Vendor Management, Business Requirements, Business Intelligence, Analysis, Quality Assurance, Business Process...
Education
University of New Hampshire 1971 — 1973
Self Employed July 1999 - Present
Fidelity Investments January 2000 - December 2001
GENESYS Software Systems, Inc January 1994 - July 1999
HRMC, Inc April 1985 - December 1993
Wang Laboratories, Inc November 1980 - March 1985
Wang Laboratories, Inc. December 1975 - October 1980
Skills
User Acceptance Testing, HRIS, SDLC, Training, Human Resources, Business Analysis, Payroll, Vendor Management, Business Requirements, Business Intelligence, Analysis, Quality Assurance, Business Process...
Education
University of New Hampshire 1971 — 1973
Seth W Towle's Fidelity Investments Experience November 1991 - March 1992
Job Consultant, Custom Engineering at Silverlink Communications
Industry Computer Software
Experience
Silverlink Communications March 2009 - Present
IBM August 2008 - January 2009
Ready-to-Run Software July 2006 - May 2008
IBM May 2002 - July 2006
Private Healthcare Systems 1997 - 2003
Ready-to-Run Software February 2000 - September 2000
Phoenix Technologies September 1992 - April 1993
State Street Bank March 1992 - August 1992
Wang Laboratories April 1990 - August 1992
Fidelity Investments November 1991 - March 1992
Skills
XML, Software Development, Healthcare, Microsoft SQL Server, Unix, Performance Tuning, Call Center, Embedded Systems, Integration, Agile Methodologies, ETL, Databases, SQL, Linux, Perl, Process Improvement, Requirements Analysis, Software Project..., SDLC, Testing, Enterprise Software
Education
University of New Hampshire 1980 — 1984
B.S.C.S.
Silverlink Communications March 2009 - Present
IBM August 2008 - January 2009
Ready-to-Run Software July 2006 - May 2008
IBM May 2002 - July 2006
Private Healthcare Systems 1997 - 2003
Ready-to-Run Software February 2000 - September 2000
Phoenix Technologies September 1992 - April 1993
State Street Bank March 1992 - August 1992
Wang Laboratories April 1990 - August 1992
Fidelity Investments November 1991 - March 1992
Skills
XML, Software Development, Healthcare, Microsoft SQL Server, Unix, Performance Tuning, Call Center, Embedded Systems, Integration, Agile Methodologies, ETL, Databases, SQL, Linux, Perl, Process Improvement, Requirements Analysis, Software Project..., SDLC, Testing, Enterprise Software
Education
University of New Hampshire 1980 — 1984
B.S.C.S.
Steven Savard Steven Savard's Fidelity Investments Experience May 2005 - April 2006
Job Financial Analyst 2 at Comcast Cable
Industry Telecommunications
Experience
Comcast Cable April 2013 - Present
Raytheon June 2008 - April 2013
Dynamics Research Corporation May 2006 - June 2008
Fidelity Investments May 2005 - April 2006
Skills
Microsoft Excel, Oracle Essbase, SAP Business Application, PRISM, Microframe Program..., Miscrosoft Powerpoint
Education
University of New Hampshire 2001 — 2005
Bachelor's Degree, Business Administration and Management, General Concentration in Finance
University of New Hampshire 2001 — 2005
BS in Business Administration with a concentration in Finance, Finance, General
Comcast Cable April 2013 - Present
Raytheon June 2008 - April 2013
Dynamics Research Corporation May 2006 - June 2008
Fidelity Investments May 2005 - April 2006
Skills
Microsoft Excel, Oracle Essbase, SAP Business Application, PRISM, Microframe Program..., Miscrosoft Powerpoint
Education
University of New Hampshire 2001 — 2005
Bachelor's Degree, Business Administration and Management, General Concentration in Finance
University of New Hampshire 2001 — 2005
BS in Business Administration with a concentration in Finance, Finance, General
Chris Maye's Fidelity Investments Experience July 2013 - Present
Job Director at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments April 2011 - June 2013
Fidelity Investments June 2002 - January 2012
Alpha Equity 2001 - 2001
Skills
Business Analysis, SQL, Requirements Analysis, Risk Management, Leadership, Agile Methodologies, Process Improvement, Strategy, Data Analysis, Strategic Planning, Strategic Financial..., Financial Services, Analysis, Asset Management, Hadoop, R, Data Visualization, Fixed Income, Management, Requirements Gathering, Equities, Investments
Education
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2002
BS, Finance
Fidelity Investments July 2013 - Present
Fidelity Investments April 2011 - June 2013
Fidelity Investments June 2002 - January 2012
Alpha Equity 2001 - 2001
Skills
Business Analysis, SQL, Requirements Analysis, Risk Management, Leadership, Agile Methodologies, Process Improvement, Strategy, Data Analysis, Strategic Planning, Strategic Financial..., Financial Services, Analysis, Asset Management, Hadoop, R, Data Visualization, Fixed Income, Management, Requirements Gathering, Equities, Investments
Education
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2002
BS, Finance
Vinny Spurr's Fidelity Investments Experience July 1998 - August 2005
Job Director at MUFG Union Bank, N.A.
Industry Financial Services
Experience
Union Bank May 2014 - Present
Financial Services October 2005 - April 2014
Fidelity Investments July 1998 - August 2005
Skills
Business Analysis, Business Requirements, Requirements Gathering, Vendor Management, Change Management, PeopleSoft, Program Management, Project Management, Business Process, Requirements Analysis, Financial Services, Process Improvement, Mutual Funds, SDLC, Treasury, PeopleSoft Financials, Shared Services, PeopleSoft Treasury, Analysis, Business Process...
Education
University of New Hampshire 1994 — 1998
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
Union Bank May 2014 - Present
Financial Services October 2005 - April 2014
Fidelity Investments July 1998 - August 2005
Skills
Business Analysis, Business Requirements, Requirements Gathering, Vendor Management, Change Management, PeopleSoft, Program Management, Project Management, Business Process, Requirements Analysis, Financial Services, Process Improvement, Mutual Funds, SDLC, Treasury, PeopleSoft Financials, Shared Services, PeopleSoft Treasury, Analysis, Business Process...
Education
University of New Hampshire 1994 — 1998
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
Jennifer Squeglia's Fidelity Investments Experience March 2007 - Present
Job Owner, RLC Events
Industry Events Services
Experience
RLC Events March 2007 - Present
Fidelity Investments March 2007 - Present
Fidelity Investments June 2005 - March 2007
John Hancock October 1999 - May 2005
Harbor View Hotel & Resort and Kelley House on Martha's Vineyard 1991 - 1994
Skills
Event Management, Event Planning, Corporate Events, Meeting Planning, Trade Shows
Education
University of New Hampshire - Whittemore School of Business and Economics 1982 — 1986
BS, Hotel/Motel Administration/Management
RLC Events March 2007 - Present
Fidelity Investments March 2007 - Present
Fidelity Investments June 2005 - March 2007
John Hancock October 1999 - May 2005
Harbor View Hotel & Resort and Kelley House on Martha's Vineyard 1991 - 1994
Skills
Event Management, Event Planning, Corporate Events, Meeting Planning, Trade Shows
Education
University of New Hampshire - Whittemore School of Business and Economics 1982 — 1986
BS, Hotel/Motel Administration/Management
Adam Speidel's Fidelity Investments Experience May 2000 - June 2006
Job Manager, Global Support at Kronos Incorporated
Industry Information Technology and Services
Experience
Kronos July 2006 - Present
Fidelity Investments May 2000 - June 2006
Skills
Enterprise Software, SaaS, Cloud Computing, Business Analysis, Software Implementation, Product Management, Software Project..., Requirements Analysis, Project Management, Analytics, Requirements Gathering, Software Development, Oracle, SQL, Account Management, Databases
Education
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2005
Kronos July 2006 - Present
Fidelity Investments May 2000 - June 2006
Skills
Enterprise Software, SaaS, Cloud Computing, Business Analysis, Software Implementation, Product Management, Software Project..., Requirements Analysis, Project Management, Analytics, Requirements Gathering, Software Development, Oracle, SQL, Account Management, Databases
Education
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2005
Louise Hickey's Fidelity Investments Experience May 1999 - December 2008
Job Para educator and Substitute Teacher at Hollis Brookline School District
Industry Individual & Family Services
Experience
Hollis Brookline School District September 2011 - Present
Bishop Brady High School November 2009 - June 2011
Nashua School District January 2009 - June 2009
Fidelity Investments May 1999 - December 2008
Fidelity Investments 1999 - 2008
Fidelity 1999 - 2008
Fidelity Investments May 1999 - September 2007
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Management, Program Management, Customer Service, Process Improvement, English, Teaching, Invoicing, SharePoint, Event Planning, Microsoft Word, Lotus Notes, Database Administration
Education
University of New Hampshire 1960 — 1964
Bachelor of Arts (B.A.), English Education
Hollis Brookline School District September 2011 - Present
Bishop Brady High School November 2009 - June 2011
Nashua School District January 2009 - June 2009
Fidelity Investments May 1999 - December 2008
Fidelity Investments 1999 - 2008
Fidelity 1999 - 2008
Fidelity Investments May 1999 - September 2007
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Management, Program Management, Customer Service, Process Improvement, English, Teaching, Invoicing, SharePoint, Event Planning, Microsoft Word, Lotus Notes, Database Administration
Education
University of New Hampshire 1960 — 1964
Bachelor of Arts (B.A.), English Education
Stacey Athanasiou's Fidelity Investments Experience January 2006 - Present
Job Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2006 - Present
Fidelity Investments July 2002 - December 2005
Scudder Kemper Investments March 1997 - February 2002
Skills
Project Management, Systems Analysis, Business Analysis, Analysis, Release Management, Environmental Management, Change Management, ITIL, Process Development, Process Improvement, Documentation, Mentoring, SDLC, Strategic Thinking, Strategic Planning, Creative Problem Solving, Teamwork, Customer Service, Quality Assurance, Microsoft Office, Word, Excel, Visio, SharePoint, FrontPage, PowerPoint, Access, Lotus Notes, Creative Thinker, Organizational Skills, Communication / Liason..., Presentaion Skills, Software Documentation, Databases, Business Requirements
Education
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments January 2006 - Present
Fidelity Investments July 2002 - December 2005
Scudder Kemper Investments March 1997 - February 2002
Skills
Project Management, Systems Analysis, Business Analysis, Analysis, Release Management, Environmental Management, Change Management, ITIL, Process Development, Process Improvement, Documentation, Mentoring, SDLC, Strategic Thinking, Strategic Planning, Creative Problem Solving, Teamwork, Customer Service, Quality Assurance, Microsoft Office, Word, Excel, Visio, SharePoint, FrontPage, PowerPoint, Access, Lotus Notes, Creative Thinker, Organizational Skills, Communication / Liason..., Presentaion Skills, Software Documentation, Databases, Business Requirements
Education
University of New Hampshire - Whittemore School of Business and Economics 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Linda Sawicki, PMP, CSM's Fidelity Investments Experience February 2007 - December 2007
Job IT Project Manager at Axcess Financial/WNLI, LLC
Industry Information Technology and Services
Experience
Axcess Financial/WNLI, LLC January 2015 - Present
Hewlett-Packard May 2013 - October 2014
Liberty Mutual November 2010 - December 2012
Open to Opportunities October 2009 - November 2010
Measured Progress August 2009 - October 2009
Lincoln Financial February 2008 - October 2008
Fidelity Investments February 2007 - December 2007
EDS June 2006 - October 2006
BAE Systems February 2005 - June 2006
EDS February 1993 - February 2004
Skills
PMO, Cross-functional Team..., Integration, Program Management, SharePoint, PMP, Team Leadership, Project Portfolio..., Risk Management, Leadership, Project Planning, Vendor Management, Security, Management, Quality Assurance, Project Management, Software Project..., SDLC, Visio, Business Analysis, MS Project, Requirements Gathering, Requirements Analysis, Business Process..., Process Improvement, IT Strategy, ITIL, Business Process, Certified Scrum Master...
Education
University of New Hampshire
Bachelor, Business and Information Mgmt
Axcess Financial/WNLI, LLC January 2015 - Present
Hewlett-Packard May 2013 - October 2014
Liberty Mutual November 2010 - December 2012
Open to Opportunities October 2009 - November 2010
Measured Progress August 2009 - October 2009
Lincoln Financial February 2008 - October 2008
Fidelity Investments February 2007 - December 2007
EDS June 2006 - October 2006
BAE Systems February 2005 - June 2006
EDS February 1993 - February 2004
Skills
PMO, Cross-functional Team..., Integration, Program Management, SharePoint, PMP, Team Leadership, Project Portfolio..., Risk Management, Leadership, Project Planning, Vendor Management, Security, Management, Quality Assurance, Project Management, Software Project..., SDLC, Visio, Business Analysis, MS Project, Requirements Gathering, Requirements Analysis, Business Process..., Process Improvement, IT Strategy, ITIL, Business Process, Certified Scrum Master...
Education
University of New Hampshire
Bachelor, Business and Information Mgmt
Vicki Geis's Fidelity Investments Experience 2000 - Present
Job Director at Fidelity PI Web Technology
Industry Financial Services
Experience
Fidelity Investments - Fidelity Institutional Technology 2000 - Present
Fidelity Investments 2000 - Present
Education
University of New Hampshire 1982 — 1986
Fidelity Investments - Fidelity Institutional Technology 2000 - Present
Fidelity Investments 2000 - Present
Education
University of New Hampshire 1982 — 1986
Michelle Estabrook's Fidelity Investments Experience March 2005 - June 2007
Job Vice President at BNY Mellon
Industry Financial Services
Experience
Bank of New York Mellon May 2008 - Present
Fidelity Investments March 2005 - June 2007
Fidelity Investments 1992 - 2007
Fidelity Investments March 2004 - March 2005
Fidelity Investments January 2002 - March 2004
Fidelity Investments September 2000 - January 2002
Fidelity Investments May 1999 - September 2000
Fidelity Investments June 1996 - May 1999
Fidelity Investments September 1994 - June 1996
Fidelity Investments September 1993 - October 1994
Skills
Program Management, CRM, Strategy, ITIL, Leadership, Call Centers, Process Improvement, Customer Satisfaction, Operations Management, Training, Banking, IT Service Management, Service Delivery, Budgets
Education
University of New Hampshire 1985 — 1989
Bachelors, Communications, Business Administration
Bank of New York Mellon May 2008 - Present
Fidelity Investments March 2005 - June 2007
Fidelity Investments 1992 - 2007
Fidelity Investments March 2004 - March 2005
Fidelity Investments January 2002 - March 2004
Fidelity Investments September 2000 - January 2002
Fidelity Investments May 1999 - September 2000
Fidelity Investments June 1996 - May 1999
Fidelity Investments September 1994 - June 1996
Fidelity Investments September 1993 - October 1994
Skills
Program Management, CRM, Strategy, ITIL, Leadership, Call Centers, Process Improvement, Customer Satisfaction, Operations Management, Training, Banking, IT Service Management, Service Delivery, Budgets
Education
University of New Hampshire 1985 — 1989
Bachelors, Communications, Business Administration
Andrea McQuade (Hohnecker)'s Fidelity Investments Experience May 2007 - August 2007
Job Business Operations Analyst at BMC HealthNet Plan/Well Sense Health Plan
Industry Computer Software
Experience
BMC HealthNet Plan/Well Sense Health Plan July 2014 - Present
ikaSystems November 2013 - July 2014
ikaSystems June 2012 - November 2013
Partners HealthCare March 2012 - May 2012
ikaSystems August 2010 - March 2012
ikaSystems August 2009 - August 2010
Fidelity Investments May 2007 - August 2007
Fidelity Investments June 2006 - August 2006
Skills
Visio, SharePoint, SnagIt, Excel, VSS, Quality Center, Microsoft Excel, MS Project, Software Documentation, Technical Writing, Business Analysis, SDLC, Databases, Requirements Analysis, Agile Methodologies, Software Project..., Business Requirements, Systems Analysis, Compliance, Medicare
Education
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science, Business Administration: Management
BMC HealthNet Plan/Well Sense Health Plan July 2014 - Present
ikaSystems November 2013 - July 2014
ikaSystems June 2012 - November 2013
Partners HealthCare March 2012 - May 2012
ikaSystems August 2010 - March 2012
ikaSystems August 2009 - August 2010
Fidelity Investments May 2007 - August 2007
Fidelity Investments June 2006 - August 2006
Skills
Visio, SharePoint, SnagIt, Excel, VSS, Quality Center, Microsoft Excel, MS Project, Software Documentation, Technical Writing, Business Analysis, SDLC, Databases, Requirements Analysis, Agile Methodologies, Software Project..., Business Requirements, Systems Analysis, Compliance, Medicare
Education
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science, Business Administration: Management
Robert Garofoli's Fidelity Investments Experience September 2003 - February 2010
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2010 - Present
Fidelity Investments September 2003 - February 2010
Morgan Stanley January 2000 - December 2002
Education
University of New Hampshire 1995 — 1999
Liberal Arts, Politcal Science
Charles Schwab February 2010 - Present
Fidelity Investments September 2003 - February 2010
Morgan Stanley January 2000 - December 2002
Education
University of New Hampshire 1995 — 1999
Liberal Arts, Politcal Science
Marc Vezina's Fidelity Investments Experience January 1997 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 1997 - Present
CA & Company January 1996 - January 1997
Education
University of New Hampshire 1988 — 1992
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
Fidelity Investments January 1997 - Present
CA & Company January 1996 - January 1997
Education
University of New Hampshire 1988 — 1992
University of New Hampshire -- Peter T. Paul College of Business and Economics 1988 — 1992
Rick Kampersal's Fidelity Investments Experience August 2000 - May 2005
Job Principal at The Wordsmith Writing Company
Industry Writing and Editing
Experience
The Wordsmith Writing Company October 2015 - Present
The Wordsmith Writing Company October 2015 - Present
State Street Global Advisors June 2014 - August 2015
The Hubbell Group February 2013 - May 2014
MFS Investment Management May 2005 - January 2013
Fidelity Investments August 2000 - May 2005
Fidelity Investments June 1996 - August 2000
Fidelity Investments December 1993 - June 1996
Scudder Stevens and Clark 1991 - 1993
Various newspapers July 1989 - November 1991
Skills
Financial Services, Corporate Communications, Internal Communications, Thought Leadership, Strategic Communications, Mutual Funds, Marketing Communications, Investor Relations, Communication Training, Investments, Integrated Marketing, Media Relations, Speech Writing, Newsletters, Marketing
Education
University of New Hampshire 1985 — 1989
BA, English/Journalism
The Wordsmith Writing Company October 2015 - Present
The Wordsmith Writing Company October 2015 - Present
State Street Global Advisors June 2014 - August 2015
The Hubbell Group February 2013 - May 2014
MFS Investment Management May 2005 - January 2013
Fidelity Investments August 2000 - May 2005
Fidelity Investments June 1996 - August 2000
Fidelity Investments December 1993 - June 1996
Scudder Stevens and Clark 1991 - 1993
Various newspapers July 1989 - November 1991
Skills
Financial Services, Corporate Communications, Internal Communications, Thought Leadership, Strategic Communications, Mutual Funds, Marketing Communications, Investor Relations, Communication Training, Investments, Integrated Marketing, Media Relations, Speech Writing, Newsletters, Marketing
Education
University of New Hampshire 1985 — 1989
BA, English/Journalism
Mike Sampson, CEP's Fidelity Investments Experience July 2012 - Present
Job Director of Financial Reporting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments July 2008 - July 2012
Education
University of New Hampshire
Fidelity Investments July 2012 - Present
Fidelity Investments July 2008 - July 2012
Education
University of New Hampshire
Matthew Sasso's Fidelity Investments Experience May 2014 - Present
Job Investment Solutions
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Citizens Bank June 2012 - May 2014
Citizens Bank September 2006 - June 2012
AmeriCorps September 2004 - May 2006
Skills
Banking, Retail Banking, Credit, Loans, Consumer Lending, Sales Management, Cross Selling, Credit Analysis, Small Business Lending, Sales, Branch Management, Loan Origination, Mortgage Lending, Portfolio Management
Education
University of Southern New Hampshire 2009 — 2012
Master of Business Administration (M.B.A.), Finance
University of New Hampshire 1997 — 2001
Bachelor of Arts (B.A.), Sociology
Fidelity Investments May 2014 - Present
Citizens Bank June 2012 - May 2014
Citizens Bank September 2006 - June 2012
AmeriCorps September 2004 - May 2006
Skills
Banking, Retail Banking, Credit, Loans, Consumer Lending, Sales Management, Cross Selling, Credit Analysis, Small Business Lending, Sales, Branch Management, Loan Origination, Mortgage Lending, Portfolio Management
Education
University of Southern New Hampshire 2009 — 2012
Master of Business Administration (M.B.A.), Finance
University of New Hampshire 1997 — 2001
Bachelor of Arts (B.A.), Sociology
Scott Collins's Fidelity Investments Experience May 2001 - September 2001
Job Security Account Manager at Cisco
Industry Computer & Network Security
Experience
Cisco August 2014 - Present
Sourcefire June 2014 - August 2014
Sophos October 2003 - May 2014
Sophos December 2002 - September 2003
Fidelity Investments May 2001 - September 2001
Skills
Enterprise Software, Solution Selling, Salesforce.com, Enterprise Network..., Mobile Device Management, Data Loss Protection, Miller Heiman Sales..., SaaS, Security, Sales Process, Network Security, Account Management, Force Management, CRM, Selling, Sales, Channel Partners, Cloud Computing, Sales Operations, Cold Calling, Lead Generation, Sales Enablement, Endpoint Security, Partner Management, Sales Management, Computer Security, Professional Services, Direct Sales, Demand Generation, DLP
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1998 — 2002
BA, Economics
St. John's Prep Danvers 1994 — 1998
Cisco August 2014 - Present
Sourcefire June 2014 - August 2014
Sophos October 2003 - May 2014
Sophos December 2002 - September 2003
Fidelity Investments May 2001 - September 2001
Skills
Enterprise Software, Solution Selling, Salesforce.com, Enterprise Network..., Mobile Device Management, Data Loss Protection, Miller Heiman Sales..., SaaS, Security, Sales Process, Network Security, Account Management, Force Management, CRM, Selling, Sales, Channel Partners, Cloud Computing, Sales Operations, Cold Calling, Lead Generation, Sales Enablement, Endpoint Security, Partner Management, Sales Management, Computer Security, Professional Services, Direct Sales, Demand Generation, DLP
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1998 — 2002
BA, Economics
St. John's Prep Danvers 1994 — 1998
Mike Sapounas's Fidelity Investments Experience April 2007 - September 2008
Job Retirement Plan Specialist
Industry Financial Services
Experience
Philips Electronics September 2010 - January 2015
Philips North America September 2010 - January 2015
Granite Financial Partners September 2008 - September 2010
Granite Financial Partners September 2008 - September 2010
Fidelity Investments April 2007 - September 2008
Fidelity Investments April 2004 - September 2008
Fidelity Investements 2004 - 2008
Fidelity Investments 2004 - 2008
Fidelity Investments June 2005 - April 2007
Skills
Retirement, 401k, Series 63, Mutual Funds, Retirement Planning, Series 7, Customer Service, Risk Management, Call Centers, Series 6, Six Sigma, Financial Services, Employee Benefits, Pensions, Insurance, Management, Microsoft Excel, Human Resources, Access, Portfolio Management, Business Analysis
Education
University of New Hampshire 1999 — 2000
AS, business
University of New Hampshire
Thompson's School of Applied Science - Associates Degree, Applied Business Management
Philips Electronics September 2010 - January 2015
Philips North America September 2010 - January 2015
Granite Financial Partners September 2008 - September 2010
Granite Financial Partners September 2008 - September 2010
Fidelity Investments April 2007 - September 2008
Fidelity Investments April 2004 - September 2008
Fidelity Investements 2004 - 2008
Fidelity Investments 2004 - 2008
Fidelity Investments June 2005 - April 2007
Skills
Retirement, 401k, Series 63, Mutual Funds, Retirement Planning, Series 7, Customer Service, Risk Management, Call Centers, Series 6, Six Sigma, Financial Services, Employee Benefits, Pensions, Insurance, Management, Microsoft Excel, Human Resources, Access, Portfolio Management, Business Analysis
Education
University of New Hampshire 1999 — 2000
AS, business
University of New Hampshire
Thompson's School of Applied Science - Associates Degree, Applied Business Management
Mary Krueger Klopp's Fidelity Investments Experience May 2008 - August 2009
Job Client Requirement Specialist at Choicelinx Corporation
Industry Outsourcing/Offshoring
Experience
Choicelinx July 2010 - November 2010
Choicelinx Corporation August 2009 - July 2010
Fidelity Investments May 2008 - August 2009
Fidelity Investments July 2005 - May 2008
Skills
Employee Benefits, Vendor Management, Process Improvement, Project Management, Outsourcing, Business Analysis, Call Centers, Business Process..., Training, Operations Management, CRM, Leadership, Team Building, Benefits Administration
Education
University of New Hampshire 1997 — 2001
Bachelor of Science
Choicelinx July 2010 - November 2010
Choicelinx Corporation August 2009 - July 2010
Fidelity Investments May 2008 - August 2009
Fidelity Investments July 2005 - May 2008
Skills
Employee Benefits, Vendor Management, Process Improvement, Project Management, Outsourcing, Business Analysis, Call Centers, Business Process..., Training, Operations Management, CRM, Leadership, Team Building, Benefits Administration
Education
University of New Hampshire 1997 — 2001
Bachelor of Science
Teri Stevens's Fidelity Investments Experience 1999 - 2008
Job Client Services Team Manager at Choicelinx
Industry Outsourcing/Offshoring
Experience
Choicelinx February 2008 - Present
Fidelity Investments 1999 - 2008
Education
University of New Hampshire 1994 — 1998
Bachelor of Arts Psychology
Choicelinx February 2008 - Present
Fidelity Investments 1999 - 2008
Education
University of New Hampshire 1994 — 1998
Bachelor of Arts Psychology
Rich Guidoboni's Fidelity Investments Experience January 2005 - Present
Job QA Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2005 - Present
Lexign 1999 - 2002
Skills
Software Quality...
Education
University of New Hampshire
Fidelity Investments January 2005 - Present
Lexign 1999 - 2002
Skills
Software Quality...
Education
University of New Hampshire
Amy Hamel's Fidelity Investments Experience July 2004 - Present
Job QA Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2004 - Present
Fidelity Investments January 2003 - June 2004
Fidelity Investments April 2000 - December 2002
Fidelity Investments January 1998 - January 2000
Skills
Quality Center, Agile Methodologies, QTP, Test Automation, Test Planning, Software Quality..., SDLC, Waterfall, SQL, Test Cases, Regression Testing
Education
University of New Hampshire - Whittemore School of Business and Economics
Bachelor's degree
Fidelity Investments July 2004 - Present
Fidelity Investments January 2003 - June 2004
Fidelity Investments April 2000 - December 2002
Fidelity Investments January 1998 - January 2000
Skills
Quality Center, Agile Methodologies, QTP, Test Automation, Test Planning, Software Quality..., SDLC, Waterfall, SQL, Test Cases, Regression Testing
Education
University of New Hampshire - Whittemore School of Business and Economics
Bachelor's degree
Robert Gilchrist's Fidelity Investments Experience March 2010 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2010 - Present
Merrill Lynch February 2008 - February 2010
McDonald Investments September 2000 - November 2007
Alex Brown & Sons 1992 - 2000
Garban LTD 1989 - 1991
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1981
Communication
Fidelity Investments March 2010 - Present
Merrill Lynch February 2008 - February 2010
McDonald Investments September 2000 - November 2007
Alex Brown & Sons 1992 - 2000
Garban LTD 1989 - 1991
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1981
Communication
Jared Low's Fidelity Investments Experience January 2013 - Present
Job Senior High Net Worth Service Specialist
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments April 2010 - January 2013
Northwestern Mutual May 2009 - April 2010
Fidelity Investments January 2005 - February 2009
Fidelity Investments December 2000 - January 2005
Skills
Financial Services, Investments
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1995 — 1999
BA, Economics
Fidelity Investments January 2013 - Present
Fidelity Investments April 2010 - January 2013
Northwestern Mutual May 2009 - April 2010
Fidelity Investments January 2005 - February 2009
Fidelity Investments December 2000 - January 2005
Skills
Financial Services, Investments
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1995 — 1999
BA, Economics
Tim Fraser's Fidelity Investments Experience September 2014 - Present
Job Branch Planning Consultant at Fidelity Investments
Industry Insurance
Experience
Fidelity Investments September 2014 - Present
American National Insurance August 2010 - September 2014
Lincoln Financial Distributors September 1987 - December 2008
Lincoln Financial Group 1987 - 2008
Jefferson Pilot Financial 2000 - 2002
Chubb Life Insurance Company 1987 - 1996
Skills
Life Insurance, Marketing, Retirement Planning, Retirement, Term Life Insurance, Sales, Financial Services, Whole Life, Disability Insurance, Estate Planning, Commercial Insurance, Employee Benefits, Long-term Care, Universal Life, General Insurance, Wealth Management, Insurance, 401k, Financial Planners, Business Planning, Long Term Care Insurance, Mutual Funds, Asset Management, Financial Advisory, Financial Analysis, IRAs, Portfolio Management, Relationship Management, Small Business, Underwriting, Fixed Annuities, Annuities, Property
Education
University of New Hampshire 1980 — 1984
BS, Business Administration
Fidelity Investments September 2014 - Present
American National Insurance August 2010 - September 2014
Lincoln Financial Distributors September 1987 - December 2008
Lincoln Financial Group 1987 - 2008
Jefferson Pilot Financial 2000 - 2002
Chubb Life Insurance Company 1987 - 1996
Skills
Life Insurance, Marketing, Retirement Planning, Retirement, Term Life Insurance, Sales, Financial Services, Whole Life, Disability Insurance, Estate Planning, Commercial Insurance, Employee Benefits, Long-term Care, Universal Life, General Insurance, Wealth Management, Insurance, 401k, Financial Planners, Business Planning, Long Term Care Insurance, Mutual Funds, Asset Management, Financial Advisory, Financial Analysis, IRAs, Portfolio Management, Relationship Management, Small Business, Underwriting, Fixed Annuities, Annuities, Property
Education
University of New Hampshire 1980 — 1984
BS, Business Administration
Joshua Leidinger's Fidelity Investments Experience October 2006 - Present
Job Principal Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2006 - Present
Fidelity Investments September 2004 - October 2006
Fidelity Investments January 2004 - September 2004
Fidelity Investments August 2003 - January 2004
Dartmouth Hitchcock Medical Center January 2002 - July 2002
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2001
BA, Economics
Proctor Academy 1993 — 1996
Fidelity Investments October 2006 - Present
Fidelity Investments September 2004 - October 2006
Fidelity Investments January 2004 - September 2004
Fidelity Investments August 2003 - January 2004
Dartmouth Hitchcock Medical Center January 2002 - July 2002
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2001
BA, Economics
Proctor Academy 1993 — 1996
Peter DeSilva's Fidelity Investments Experience March 1996 - Present
Job Senior Director of Retail Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 1996 - Present
Skills
Mutual Funds, Series 7, Vendor Management, Leadership, Financial Services, Securities, Series 63, Management, Customer Service, Program Management, Risk Management, Relationship Management
Education
University of New Hampshire 1984 — 1988
Fidelity Investments March 1996 - Present
Skills
Mutual Funds, Series 7, Vendor Management, Leadership, Financial Services, Securities, Series 63, Management, Customer Service, Program Management, Risk Management, Relationship Management
Education
University of New Hampshire 1984 — 1988
Vincent Penzo's Fidelity Investments Experience September 2006 - September 2007
Job Systems Analyst, Database, QA
Industry Information Technology and Services
Experience
Stop & Shop January 2011 - July 2011
Sovereign/Santander January 2010 - November 2010
SRI Infotech/State Street December 2008 - March 2009
Fidelity Investments September 2006 - September 2007
Skills
Process Improvement, Requirements Analysis, Visio, Software Documentation, SDLC, Business Analysis, Mainframe, Database Administration, QA/Software Testing, Project Management, Cobol/JCL, SQL, DB2, Oracle, CICS, Unix, Linux, Disaster Recovery, Quality Center, Databases, Software Project..., Software Development, COBOL, Systems Analysis, Data Warehousing, SharePoint
Education
University of New Hampshire
Bachelor's Degree, Business Administration and Management, General
Stop & Shop January 2011 - July 2011
Sovereign/Santander January 2010 - November 2010
SRI Infotech/State Street December 2008 - March 2009
Fidelity Investments September 2006 - September 2007
Skills
Process Improvement, Requirements Analysis, Visio, Software Documentation, SDLC, Business Analysis, Mainframe, Database Administration, QA/Software Testing, Project Management, Cobol/JCL, SQL, DB2, Oracle, CICS, Unix, Linux, Disaster Recovery, Quality Center, Databases, Software Project..., Software Development, COBOL, Systems Analysis, Data Warehousing, SharePoint
Education
University of New Hampshire
Bachelor's Degree, Business Administration and Management, General
Rebecca Graveline's Fidelity Investments Experience 1999 - Present
Job Technical Writer
Industry Financial Services
Experience
Fidelity Investments 1999 - Present
Vanguard 1994 - 1999
Skills
Financial Services, Project Management, Relationship Management, Mutual Funds, Access, Call Center, Process Improvement, Data Analysis, Risk Management, Customer Service, Microsoft Office, PowerPoint, Business Process..., Investments, Microsoft Excel, Microsoft Word, Software Documentation, Call Centers
Education
University of New Hampshire
Bachelor’s Degree, English Language and Literature, General, Graduated Cum Laude
Fidelity Investments 1999 - Present
Vanguard 1994 - 1999
Skills
Financial Services, Project Management, Relationship Management, Mutual Funds, Access, Call Center, Process Improvement, Data Analysis, Risk Management, Customer Service, Microsoft Office, PowerPoint, Business Process..., Investments, Microsoft Excel, Microsoft Word, Software Documentation, Call Centers
Education
University of New Hampshire
Bachelor’s Degree, English Language and Literature, General, Graduated Cum Laude
Michelle Colvin's Fidelity Investments Experience June 2006 - July 2006
Job Staff Accountant Financial Reporting at Brookstone
Industry Accounting
Experience
Brookstone June 2012 - Present
Jackson Hewitt Tax Service Inc. December 2010 - April 2013
McDonalds June 2005 - June 2011
Northwestern Mutual Financial Network May 2008 - September 2008
Fidelity Investments June 2006 - July 2006
Skills
Account Reconciliation, Accounting, Microsoft Office, Auditing, Finance, Invoicing, Financial Reporting, Microsoft Excel, Financial Statements, Budgets, Forecasting, Time Management, P&L, Inventory Management, Internal Controls
Education
University of New Hampshire - Whittemore School of Business and Economics 2011 — 2012
Master of Science (MS), Accounting
University of New Hampshire 2007 — 2011
Bachelor of Science (BS), Accounting, Management
Brookstone June 2012 - Present
Jackson Hewitt Tax Service Inc. December 2010 - April 2013
McDonalds June 2005 - June 2011
Northwestern Mutual Financial Network May 2008 - September 2008
Fidelity Investments June 2006 - July 2006
Skills
Account Reconciliation, Accounting, Microsoft Office, Auditing, Finance, Invoicing, Financial Reporting, Microsoft Excel, Financial Statements, Budgets, Forecasting, Time Management, P&L, Inventory Management, Internal Controls
Education
University of New Hampshire - Whittemore School of Business and Economics 2011 — 2012
Master of Science (MS), Accounting
University of New Hampshire 2007 — 2011
Bachelor of Science (BS), Accounting, Management
Pavan Vatti's Fidelity Investments Experience July 2012 - August 2014
Job Enterprise Software Consultant at OperationsRx
Industry Information Technology and Services
Experience
OperationsRx August 2014 - Present
Fidelity Investments July 2012 - August 2014
C-4 Analytics, LLC February 2011 - January 2012
Harambe Entrepreneur Alliance November 2011 - 2012
BuddyPet, LLC October 2010 - July 2011
Skills
Microsoft SQL Server, PostgreSQL, JavaScript, C#, SQL Azure, Java, MySQL, R, Amazon Web Services..., Amazon RDS, Windows Azure, Amazon EC2, Linux, Natural Language..., Windows Server, Microsoft Office, Microsoft Dynamics NAV, COBOL, AJAX, XML, Apache, VB.NET, Software Development, DB2, CICS, JCL, z/OS, IBM Mainframe, Comet, Tomcat, Jetty, HTML5, ExtJS, Hibernate, Python, Websockets, VMware ESXI, Bash, VMware, CSS3, ADO.NET, Microsoft Excel, Microsoft Word, VBA, Sage MAS200, JD Edwards, ProvideX
Education
University of New Hampshire 2008 — 2012
Bachelor of Science (BS), Computer Science: Information Technology
OperationsRx August 2014 - Present
Fidelity Investments July 2012 - August 2014
C-4 Analytics, LLC February 2011 - January 2012
Harambe Entrepreneur Alliance November 2011 - 2012
BuddyPet, LLC October 2010 - July 2011
Skills
Microsoft SQL Server, PostgreSQL, JavaScript, C#, SQL Azure, Java, MySQL, R, Amazon Web Services..., Amazon RDS, Windows Azure, Amazon EC2, Linux, Natural Language..., Windows Server, Microsoft Office, Microsoft Dynamics NAV, COBOL, AJAX, XML, Apache, VB.NET, Software Development, DB2, CICS, JCL, z/OS, IBM Mainframe, Comet, Tomcat, Jetty, HTML5, ExtJS, Hibernate, Python, Websockets, VMware ESXI, Bash, VMware, CSS3, ADO.NET, Microsoft Excel, Microsoft Word, VBA, Sage MAS200, JD Edwards, ProvideX
Education
University of New Hampshire 2008 — 2012
Bachelor of Science (BS), Computer Science: Information Technology
Leonard Medlock's Fidelity Investments Experience February 1999 - March 2010
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments February 1999 - March 2010
New River, Inc. February 1998 - January 1999
Employee Benefit Plans Administration December 1988 - April 1989
Education
NH Community Technical College 2003 — 2005
Certificate, Web Development
University of New Hampshire 1994 — 1997
BA, English
Fidelity Investments February 1999 - March 2010
New River, Inc. February 1998 - January 1999
Employee Benefit Plans Administration December 1988 - April 1989
Education
NH Community Technical College 2003 — 2005
Certificate, Web Development
University of New Hampshire 1994 — 1997
BA, English
Louis Derby's Fidelity Investments Experience January 2009 - June 2009
Job Marketing Systems Analyst at Northeast Delta Dental
Industry Insurance
Experience
Northeast Delta Dental December 2013 - Present
Northeast Delta Dental February 2012 - December 2013
Brookstone October 2011 - February 2012
Timberland April 2010 - October 2011
Elliot Hospital May 2006 - September 2010
Fidelity Investments January 2009 - June 2009
Skills
Outlook, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Visio, IBM iSeries, ITIL, Healthcare, Projects, Robot, Software Documentation, SharePoint, System Administration, Training, Insurance
Education
Southern New Hampshire University 2012 — 2015
Master of Business Administration (MBA), IT Management
University of New Hampshire 2005 — 2009
BS, Business Administration/Information Systems Management
Northeast Delta Dental December 2013 - Present
Northeast Delta Dental February 2012 - December 2013
Brookstone October 2011 - February 2012
Timberland April 2010 - October 2011
Elliot Hospital May 2006 - September 2010
Fidelity Investments January 2009 - June 2009
Skills
Outlook, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Visio, IBM iSeries, ITIL, Healthcare, Projects, Robot, Software Documentation, SharePoint, System Administration, Training, Insurance
Education
Southern New Hampshire University 2012 — 2015
Master of Business Administration (MBA), IT Management
University of New Hampshire 2005 — 2009
BS, Business Administration/Information Systems Management
Peter Mulholland's Fidelity Investments Experience January 1995 - March 2009
Job Investment Advisor at Phalanx Wealth Management
Industry Investment Management
Experience
Phalanx Wealth Management April 2009 - Present
Valley View Farm January 1997 - Present
Fidelity Investments January 1995 - March 2009
Fidelity Investments January 1993 - January 1995
Fidelity Investments January 1992 - January 1993
Skills
Wealth Management, Series 7, Financial Advisory, Financial Planners, Financial Planning, Management, Hedge Funds, CRM, Investments, Mutual Funds, Alternative Investments, Asset Management, Portfolio Management
Education
University of New Hampshire 1987 — 1991
BA, Polical Science
Phalanx Wealth Management April 2009 - Present
Valley View Farm January 1997 - Present
Fidelity Investments January 1995 - March 2009
Fidelity Investments January 1993 - January 1995
Fidelity Investments January 1992 - January 1993
Skills
Wealth Management, Series 7, Financial Advisory, Financial Planners, Financial Planning, Management, Hedge Funds, CRM, Investments, Mutual Funds, Alternative Investments, Asset Management, Portfolio Management
Education
University of New Hampshire 1987 — 1991
BA, Polical Science
Rebecca A Smith's Fidelity Investments Experience 2003 - 2011
Job HRIS Sr. Specialist at Lenovo
Industry Human Resources
Experience
Lenovo October 2013 - Present
Lenovo October 2011 - October 2013
Fidelity Investments 2003 - 2011
Skills
HRIS, Process Improvement, Deferred Compensation, Human Resources, Employee Benefits, Benefits Administration, Vendor Management
Education
University of New Hampshire 2000 — 2003
BA, English
University of New Hampshire 2000 — 2003
Lenovo October 2013 - Present
Lenovo October 2011 - October 2013
Fidelity Investments 2003 - 2011
Skills
HRIS, Process Improvement, Deferred Compensation, Human Resources, Employee Benefits, Benefits Administration, Vendor Management
Education
University of New Hampshire 2000 — 2003
BA, English
University of New Hampshire 2000 — 2003
Sarah Hayes's Fidelity Investments Experience November 2011 - Present
Job Senior Executive Assistant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
CRUISE TRAVEL OUTLET February 2010 - October 2011
SCIELE PHARMA March 2009 - December 2009
SCHERING-PLOUGH December 2006 - November 2008
ADP April 2005 - December 2006
ALLSTAFF CONTRACT SERVICES, INC January 1999 - January 2004
Education
University of New Hampshire
BA, Recreation Management and Policy
Fidelity Investments November 2011 - Present
CRUISE TRAVEL OUTLET February 2010 - October 2011
SCIELE PHARMA March 2009 - December 2009
SCHERING-PLOUGH December 2006 - November 2008
ADP April 2005 - December 2006
ALLSTAFF CONTRACT SERVICES, INC January 1999 - January 2004
Education
University of New Hampshire
BA, Recreation Management and Policy
Matthew Zottos's Fidelity Investments Experience April 1996 - September 1997
Job Product Specialist/Account Manager at Total Distribution Sales LLC
Industry Financial Services
Experience
Total Distribution Sales LLC February 2013 - Present
Rockingham Electrical Supply Co. December 2011 - June 2012
ADP January 2011 - December 2011
W.W. Grainger March 2007 - January 2011
Preferred Mortgage June 2005 - March 2007
Azego Technology October 1998 - June 2005
Fidelity Investments April 1996 - September 1997
Skills
Cold Calling, Consultative Selling, Sales Management, Account Management, Sales Process, Selling, Business Development, Solution Selling, Sales Operations, Direct Sales, Sales Presentations, Sales, Salesforce.com, B2B
Education
University of New Hampshire 1990 — 1995
Bachelor of Science, Business Administration
Total Distribution Sales LLC February 2013 - Present
Rockingham Electrical Supply Co. December 2011 - June 2012
ADP January 2011 - December 2011
W.W. Grainger March 2007 - January 2011
Preferred Mortgage June 2005 - March 2007
Azego Technology October 1998 - June 2005
Fidelity Investments April 1996 - September 1997
Skills
Cold Calling, Consultative Selling, Sales Management, Account Management, Sales Process, Selling, Business Development, Solution Selling, Sales Operations, Direct Sales, Sales Presentations, Sales, Salesforce.com, B2B
Education
University of New Hampshire 1990 — 1995
Bachelor of Science, Business Administration
Sandra Drewniak's Fidelity Investments Experience 2009 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2009 - Present
Fidelity Investments 2009 - 2011
Fidelity Investments 2005 - 2009
Education
University of New Hampshire
Bachelor of Arts, Mathematics
Fidelity Investments 2009 - Present
Fidelity Investments 2009 - 2011
Fidelity Investments 2005 - 2009
Education
University of New Hampshire
Bachelor of Arts, Mathematics
Adam Ager's Fidelity Investments Experience March 2013 - Present
Job Corporate Actions Rep at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments October 2012 - March 2013
GL&V June 2012 - August 2012
Northwestern Mutual December 2011 - May 2012
The Home Depot July 2011 - September 2011
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor's degree, Business Administration, Finance
Bishop Guertin
Fidelity Investments March 2013 - Present
Fidelity Investments October 2012 - March 2013
GL&V June 2012 - August 2012
Northwestern Mutual December 2011 - May 2012
The Home Depot July 2011 - September 2011
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
Bachelor's degree, Business Administration, Finance
Bishop Guertin
Yasmin Motivala's Fidelity Investments Experience 1998 - 2004
Job AVP Compliance at State Street
Industry Financial Services
Experience
State Street December 2012 - Present
MFS Investment Management 2004 - 2012
Fidelity Investments 1998 - 2004
Skills
AML, Mutual Funds, Equities, Financial Services, Risk Management, Financial Risk, Series 7, KYC, Hedge Funds, Derivatives, FINRA
Education
University of New Hampshire
State Street December 2012 - Present
MFS Investment Management 2004 - 2012
Fidelity Investments 1998 - 2004
Skills
AML, Mutual Funds, Equities, Financial Services, Risk Management, Financial Risk, Series 7, KYC, Hedge Funds, Derivatives, FINRA
Education
University of New Hampshire
Sam Barker's Fidelity Investments Experience March 2015 - Present
Job Investment Solutions Consultant Managed Accounts
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments July 2014 - Present
Skills
Financial Services, Mutual Funds, Series 7, Equities, Series 63, Investments, Securities, Risk Management, Financial Planning, Finance, Customer Service
Education
University of New Hampshire 2000 — 2004
Bachelor's degree, Business Administration and Management, General
University of New Hampshire - Whittemore School of Business and Economics 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments March 2015 - Present
Fidelity Investments July 2014 - Present
Skills
Financial Services, Mutual Funds, Series 7, Equities, Series 63, Investments, Securities, Risk Management, Financial Planning, Finance, Customer Service
Education
University of New Hampshire 2000 — 2004
Bachelor's degree, Business Administration and Management, General
University of New Hampshire - Whittemore School of Business and Economics 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Michael Dery's Fidelity Investments Experience May 2015 - Present
Job Private Client Group at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Skills
Investments, Risk Management, Financial Services, Finance, Mutual Funds, Equities
Education
University of New Hampshire 2007 — 2011
Interdisciplinary Mathematics: Economics Option, Mathematics
Fidelity Investments May 2015 - Present
Skills
Investments, Risk Management, Financial Services, Finance, Mutual Funds, Equities
Education
University of New Hampshire 2007 — 2011
Interdisciplinary Mathematics: Economics Option, Mathematics
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank