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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Greg Wood Greg Wood's Fidelity Investments Experience 1996 - May 2001
Job President at Woodhouse
Industry Marketing and Advertising
Experience
Woodhouse Agency August 2009 - Present
Bluefish March 2008 - July 2009
Winsper 2007 - 2008
BEAM Interactive April 2006 - April 2007
Mullen 2005 - 2006
Digitas May 2001 - April 2005
Fidelity Investments 1996 - May 2001
Skills
Partnerships, Messaging, Integrated Marketing, Interactive Marketing, Sponsorship, Social Media Measurement, Interactive Advertising, Segmentation, Advertising, Social Media Marketing, Email Marketing, Strategic Partnerships, Analytics, Strategy, Marketing Strategy, Leadership, Marketing, Digital Strategy, Digital Marketing, CRM, Marketing Communications, Online Advertising, Direct Marketing, Brand Architecture, Social Media, Multi-channel Marketing, Brand Management, Management
Education
Boston College 1996 — 1998
MS, Finance
Providence College 1986 — 1990
BA, History
Providence College 1985 — 1989
BA, History
Woodhouse Agency August 2009 - Present
Bluefish March 2008 - July 2009
Winsper 2007 - 2008
BEAM Interactive April 2006 - April 2007
Mullen 2005 - 2006
Digitas May 2001 - April 2005
Fidelity Investments 1996 - May 2001
Skills
Partnerships, Messaging, Integrated Marketing, Interactive Marketing, Sponsorship, Social Media Measurement, Interactive Advertising, Segmentation, Advertising, Social Media Marketing, Email Marketing, Strategic Partnerships, Analytics, Strategy, Marketing Strategy, Leadership, Marketing, Digital Strategy, Digital Marketing, CRM, Marketing Communications, Online Advertising, Direct Marketing, Brand Architecture, Social Media, Multi-channel Marketing, Brand Management, Management
Education
Boston College 1996 — 1998
MS, Finance
Providence College 1986 — 1990
BA, History
Providence College 1985 — 1989
BA, History
Michael Mallett's Fidelity Investments Experience June 2008 - August 2008
Job Solution Consultant at Medallia
Industry Computer Software
Experience
Medallia October 2014 - Present
Lenati LLC March 2013 - October 2014
MaPS (Millward Brown) January 2013 - February 2013
MaPS (Millward Brown) May 2011 - January 2013
MaPS (Millward Brown) March 2010 - May 2011
Boston College September 2008 - May 2009
Fidelity Investments June 2008 - August 2008
New Century Royal Alliance May 2007 - August 2007
Service Comp Business Systems May 2005 - August 2005
Skills
Market Research, Strategy, Quantitative Research, Marketing Strategy, Microsoft Excel, Marketsight, Cognos, Analytics, Segmentation, Customer Experience, Management Consulting, Pre-sales, Customer Journey Mapping, Brand Equity Measurement, Consulting, Data Analysis
Education
Boston College 2005 — 2009
B.S. in Finance
Xavier High School 2001 — 2005
N/A
Medallia October 2014 - Present
Lenati LLC March 2013 - October 2014
MaPS (Millward Brown) January 2013 - February 2013
MaPS (Millward Brown) May 2011 - January 2013
MaPS (Millward Brown) March 2010 - May 2011
Boston College September 2008 - May 2009
Fidelity Investments June 2008 - August 2008
New Century Royal Alliance May 2007 - August 2007
Service Comp Business Systems May 2005 - August 2005
Skills
Market Research, Strategy, Quantitative Research, Marketing Strategy, Microsoft Excel, Marketsight, Cognos, Analytics, Segmentation, Customer Experience, Management Consulting, Pre-sales, Customer Journey Mapping, Brand Equity Measurement, Consulting, Data Analysis
Education
Boston College 2005 — 2009
B.S. in Finance
Xavier High School 2001 — 2005
N/A
Jay Magilligan's Fidelity Investments Experience March 2007 - February 2009
Job Managing Director of Marketing at American Student Assistance
Industry Marketing and Advertising
Experience
American Student Assistance October 2012 - Present
Sokolove Law LLC and Companies (d50 Media) November 2009 - June 2012
Digital Retail Solutions March 2009 - April 2009
Fidelity Investments March 2007 - February 2009
One to One Interactive January 2006 - March 2007
The Boston Globe February 2005 - January 2006
Digitas January 1999 - August 2004
Kryptonite Corporation October 1996 - January 1999
Worcester Art Museum August 1996 - October 1996
ADP January 1995 - December 1995
Skills
MS Office Suite, Google Analytics, HTML editing, Lead Generation, Web Editing, SEO, Online Advertising, Email Marketing, Integrated Marketing, Microsoft Office, Digital Marketing, Analytics, Direct Marketing, Advertising, Marketing Communications, Customer Retention, Focus Groups, Marketing Strategy, Strategy, Marketing, Management, CRM
Education
Boston College 1986 — 1990
AB
Needham High School
Diploma
American Student Assistance October 2012 - Present
Sokolove Law LLC and Companies (d50 Media) November 2009 - June 2012
Digital Retail Solutions March 2009 - April 2009
Fidelity Investments March 2007 - February 2009
One to One Interactive January 2006 - March 2007
The Boston Globe February 2005 - January 2006
Digitas January 1999 - August 2004
Kryptonite Corporation October 1996 - January 1999
Worcester Art Museum August 1996 - October 1996
ADP January 1995 - December 1995
Skills
MS Office Suite, Google Analytics, HTML editing, Lead Generation, Web Editing, SEO, Online Advertising, Email Marketing, Integrated Marketing, Microsoft Office, Digital Marketing, Analytics, Direct Marketing, Advertising, Marketing Communications, Customer Retention, Focus Groups, Marketing Strategy, Strategy, Marketing, Management, CRM
Education
Boston College 1986 — 1990
AB
Needham High School
Diploma
Margot Ryan's Fidelity Investments Experience June 2013 - Present
Job Recruitment Strategies Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments June 2012 - June 2013
Dish LLC August 2011 - January 2012
McNeil, Gray and Rice June 2011 - August 2011
Boston College September 2010 - December 2010
Ann Taylor June 2010 - August 2010
Main Line Creamery May 2005 - August 2009
Best Dressed April 2005 - June 2008
Skills
Merchandising, Social Media, Facebook, PowerPoint, Sales, Sourcing, Retail, Public Relations, Social Networking, Market Research, Social Recruiting, Twitter, Facebook Marketing, Microsoft Excel, Public Speaking
Education
Boston College 2009 — 2013
Communication & Sociology
Andover High School 2005 — 2009
Fidelity Investments June 2013 - Present
Fidelity Investments June 2012 - June 2013
Dish LLC August 2011 - January 2012
McNeil, Gray and Rice June 2011 - August 2011
Boston College September 2010 - December 2010
Ann Taylor June 2010 - August 2010
Main Line Creamery May 2005 - August 2009
Best Dressed April 2005 - June 2008
Skills
Merchandising, Social Media, Facebook, PowerPoint, Sales, Sourcing, Retail, Public Relations, Social Networking, Market Research, Social Recruiting, Twitter, Facebook Marketing, Microsoft Excel, Public Speaking
Education
Boston College 2009 — 2013
Communication & Sociology
Andover High School 2005 — 2009
Jason Interrante Jason Interrante's Fidelity Investments Experience June 1998 - April 1999
Job Managing Director, eDiscovery Services at DTI LLC
Industry Information Technology and Services
Experience
DTI LLC June 2015 - Present
Merrill Corporation March 2013 - May 2015
Merrill Corporation October 2007 - March 2013
ZANTAZ, an Autonomy Company October 2004 - October 2007
Steelpoint Technologies October 2002 - October 2004
Steelpoint Technologies April 2000 - October 2002
TD Waterhouse (now TD Ameritrade) April 1999 - December 1999
Fidelity Investments June 1998 - April 1999
Skills
Teamwork, Transparency, Legal Technology, Requirements Analysis, Document Review, Team Building, Organizational..., Strategic Planning, Business Analysis, Superior Client Service, Team Management, Career Development, Management, Leadership, Financial Analysis, Financial Reporting, Critical Thinking, Project Management, Mentoring, eDiscovery, Lextranet, Financial Forecasting, Litigation Support, SaaS, Enterprise Software, Document Management, Business Development, Consulting, Databases, Professional Services, Product Marketing, Training, Business Strategy, New Business Development, Operations Management, Recruiting, Forecasting, Sales Process
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2013
Master of Business Administration (MBA), MBA
Boston College 1995 — 1997
Bachelor of Science, Marketing
Villanova University 1993 — 1995
Business Administration and Management, General
DTI LLC June 2015 - Present
Merrill Corporation March 2013 - May 2015
Merrill Corporation October 2007 - March 2013
ZANTAZ, an Autonomy Company October 2004 - October 2007
Steelpoint Technologies October 2002 - October 2004
Steelpoint Technologies April 2000 - October 2002
TD Waterhouse (now TD Ameritrade) April 1999 - December 1999
Fidelity Investments June 1998 - April 1999
Skills
Teamwork, Transparency, Legal Technology, Requirements Analysis, Document Review, Team Building, Organizational..., Strategic Planning, Business Analysis, Superior Client Service, Team Management, Career Development, Management, Leadership, Financial Analysis, Financial Reporting, Critical Thinking, Project Management, Mentoring, eDiscovery, Lextranet, Financial Forecasting, Litigation Support, SaaS, Enterprise Software, Document Management, Business Development, Consulting, Databases, Professional Services, Product Marketing, Training, Business Strategy, New Business Development, Operations Management, Recruiting, Forecasting, Sales Process
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2013
Master of Business Administration (MBA), MBA
Boston College 1995 — 1997
Bachelor of Science, Marketing
Villanova University 1993 — 1995
Business Administration and Management, General
Paul Paez's Fidelity Investments Experience August 2006 - August 2009
Job Sales and Marketing Executive, Healthcare Technology
Industry Information Technology and Services
Experience
✪ Qmatic June 2015 - Present
Q-nomy, Inc. 2014 - June 2015
Proactive Health Choices 2012 - 2014
Life Steps Foundation 2012 - 2013
MS Activism Foundation August 2009 - December 2012
Fidelity Investments August 2006 - August 2009
Young Presidents' Organization July 2005 - August 2006
Stone Investments Venture Capital 2000 - 2005
Privastaff 2002 - 2003
Privacy Council 2000 - 2002
Skills
Start-ups, Entrepreneurship, Marketing, Public Relations, Marketing Communications, Digital Marketing, CRM, Business Development, Social Media, Leadership, Strategy, Fundraising, Strategic Planning, Blogging, Social Media Marketing, Sales, Marketing Strategy, Advertising, Management, Nonprofits, Social Networking, Public Speaking, Strategic Partnerships, Consulting, Executive Management, Enterprise Software, Business Planning, Online Advertising, Venture Capital, Non-profits, Proposal Writing, Web Marketing, Writing, Motivational Speaking, Spanish, Latin America, Healthcare Information..., Patient Flow, Healthcare Analytics, Health Care Systems, Patient Education, Patient Advocacy, Online Marketing
Education
Boston College 1981 — 1985
BA, English/ Journalism
✪ Qmatic June 2015 - Present
Q-nomy, Inc. 2014 - June 2015
Proactive Health Choices 2012 - 2014
Life Steps Foundation 2012 - 2013
MS Activism Foundation August 2009 - December 2012
Fidelity Investments August 2006 - August 2009
Young Presidents' Organization July 2005 - August 2006
Stone Investments Venture Capital 2000 - 2005
Privastaff 2002 - 2003
Privacy Council 2000 - 2002
Skills
Start-ups, Entrepreneurship, Marketing, Public Relations, Marketing Communications, Digital Marketing, CRM, Business Development, Social Media, Leadership, Strategy, Fundraising, Strategic Planning, Blogging, Social Media Marketing, Sales, Marketing Strategy, Advertising, Management, Nonprofits, Social Networking, Public Speaking, Strategic Partnerships, Consulting, Executive Management, Enterprise Software, Business Planning, Online Advertising, Venture Capital, Non-profits, Proposal Writing, Web Marketing, Writing, Motivational Speaking, Spanish, Latin America, Healthcare Information..., Patient Flow, Healthcare Analytics, Health Care Systems, Patient Education, Patient Advocacy, Online Marketing
Education
Boston College 1981 — 1985
BA, English/ Journalism
Fung Yee-Borchert Fung Yee-Borchert's Fidelity Investments Experience 1995 - 2000
Job Jewelry Operations Saks Fifth Avenue
Industry Retail
Experience
Saks Fifth Avenue 2013 - Present
Tiffany & Co. 2012 - 2013
SS Columbia Project 2009 - 2012
Finlay Fine Jewelry Corporation 2000 - 2009
Fidelity Investments 1995 - 2000
Filene's 1993 - 1995
Skills
Merchandising, Retail
Education
Boston College
BA, English
New York University
Introduction to Interactive Marketing
New York University
Data Analytics, Interpretation & Reporting
Saks Fifth Avenue 2013 - Present
Tiffany & Co. 2012 - 2013
SS Columbia Project 2009 - 2012
Finlay Fine Jewelry Corporation 2000 - 2009
Fidelity Investments 1995 - 2000
Filene's 1993 - 1995
Skills
Merchandising, Retail
Education
Boston College
BA, English
New York University
Introduction to Interactive Marketing
New York University
Data Analytics, Interpretation & Reporting
Jennifer McNiff's Fidelity Investments Experience January 2012 - Present
Job Sr. Director, Relationship Management at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments June 2009 - January 2012
Fidelity Investments May 2008 - June 2009
Fidelity Investments July 2005 - May 2008
Digitas 2001 - 2005
TJX 1998 - 2001
Boston Beer Company 1997 - 1998
Open Development Corporation 1996 - 1997
Massachusetts Casualty Insurance Company (Former subsidiary of Sun Life Financial) 1994 - 1996
Skills
Integrated Marketing, Relationship Management, Project Management, Marketing Analytics, Database Marketing, Marketing Operations, Strategic Planning, Program Implementation, Process Improvement, Increasing Operational..., Communication, Leadership, Product Management, Cross-functional Team..., Business Development, Business Process..., Data Analysis, Vendor Management, Business Intelligence, Budgets, Management, Online Advertising, Program Management, Analysis, Marketing
Education
Boston College
Stonehill College
Fidelity Investments January 2012 - Present
Fidelity Investments June 2009 - January 2012
Fidelity Investments May 2008 - June 2009
Fidelity Investments July 2005 - May 2008
Digitas 2001 - 2005
TJX 1998 - 2001
Boston Beer Company 1997 - 1998
Open Development Corporation 1996 - 1997
Massachusetts Casualty Insurance Company (Former subsidiary of Sun Life Financial) 1994 - 1996
Skills
Integrated Marketing, Relationship Management, Project Management, Marketing Analytics, Database Marketing, Marketing Operations, Strategic Planning, Program Implementation, Process Improvement, Increasing Operational..., Communication, Leadership, Product Management, Cross-functional Team..., Business Development, Business Process..., Data Analysis, Vendor Management, Business Intelligence, Budgets, Management, Online Advertising, Program Management, Analysis, Marketing
Education
Boston College
Stonehill College
John McCafferty's Fidelity Investments Experience January 2006 - December 2008
Job CFO and Business Manager at Hillside School, Inc.
Industry Nonprofit Organization Management
Experience
Hillside School, Inc. April 2014 - Present
Resources Global Professionals July 2009 - April 2014
Fidelity Investments January 2006 - December 2008
Fidelity Investments November 1998 - December 2005
Smith & McCafferty, CPAs October 1982 - September 1998
Price Waterhouse July 1974 - September 1982
Skills
Forecasting, Corporate Finance, Accounting, Financial Accounting, Finance, Managerial Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Strategic Planning, Auditing, Business Planning, Management Consulting, Analysis, Executive Management, Budgets, Management
Education
Boston College 1970 — 1974
BS, Accounting & Finance
Hillside School, Inc. April 2014 - Present
Resources Global Professionals July 2009 - April 2014
Fidelity Investments January 2006 - December 2008
Fidelity Investments November 1998 - December 2005
Smith & McCafferty, CPAs October 1982 - September 1998
Price Waterhouse July 1974 - September 1982
Skills
Forecasting, Corporate Finance, Accounting, Financial Accounting, Finance, Managerial Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Strategic Planning, Auditing, Business Planning, Management Consulting, Analysis, Executive Management, Budgets, Management
Education
Boston College 1970 — 1974
BS, Accounting & Finance
Jack Fitzmaurice Jack Fitzmaurice's Fidelity Investments Experience 1998 - 1999
Job Experienced , passionate and accomplished Cooperative Education practitioner
Industry Higher Education
Experience
Northeastern University March 2014 - Present
Beacon Partners November 2012 - October 2013
Bristol-Myers Squibb April 2012 - October 2012
EMD Serono Inc. September 2010 - February 2012
Pfizer Pharmaceuticals (acquired Wyeth) December 2001 - December 2009
Teradyne 1999 - 2001
Fidelity Investments 1998 - 1999
Coopers & Lybrand 1990 - 1998
IBM 1977 - 1990
Skills
Talent Acquisition, Talent Management, Recruiting, Human Resources, Hiring, College Recruiting, Metrics, Interviews, Executive Search, Executive Coaching, Social Networking, Selection, Career Development, Training, Candidate Negotiation, Leadership, Management, Cover Letters, Resume Writing, Job Search Strategies, Job Search Advice, resume, Screening Resumes, Career Development..., LinkedIn, Behavioral Interviewing, Applicant Tracking...
Education
The College of William and Mary - The Mason School of Business
MBA
Boston College
BS
Northeastern University March 2014 - Present
Beacon Partners November 2012 - October 2013
Bristol-Myers Squibb April 2012 - October 2012
EMD Serono Inc. September 2010 - February 2012
Pfizer Pharmaceuticals (acquired Wyeth) December 2001 - December 2009
Teradyne 1999 - 2001
Fidelity Investments 1998 - 1999
Coopers & Lybrand 1990 - 1998
IBM 1977 - 1990
Skills
Talent Acquisition, Talent Management, Recruiting, Human Resources, Hiring, College Recruiting, Metrics, Interviews, Executive Search, Executive Coaching, Social Networking, Selection, Career Development, Training, Candidate Negotiation, Leadership, Management, Cover Letters, Resume Writing, Job Search Strategies, Job Search Advice, resume, Screening Resumes, Career Development..., LinkedIn, Behavioral Interviewing, Applicant Tracking...
Education
The College of William and Mary - The Mason School of Business
MBA
Boston College
BS
Lee Ann Voner's Fidelity Investments Experience March 2012 - Present
Job Executive Assistant at Fidelity Investments
Industry Events Services
Experience
Fidelity Investments March 2012 - Present
Fidelity Investments August 2005 - June 2011
Fidelity Investments January 2004 - July 2005
Fidelity Investments July 1996 - January 2004
Education
BUSINESS TRAINING INSTITUTE
Business Administration
Boston College
Fidelity Investments March 2012 - Present
Fidelity Investments August 2005 - June 2011
Fidelity Investments January 2004 - July 2005
Fidelity Investments July 1996 - January 2004
Education
BUSINESS TRAINING INSTITUTE
Business Administration
Boston College
Ellen Bandera's Fidelity Investments Experience 1997 - 2000
Job Human Resources Talent Acquisition
Industry Human Resources
Experience
Clients: Boston Beer Company, Invaluable, CallMiner, Spartan Race, Biogen, Genzyme 2010 - Present
Boston Scientific Corporation 2004 - 2010
Reebok International 2000 - 2004
Fidelity Investments 1997 - 2000
J. Baker, Inc 1994 - 1997
Education
Aquinas College
Business
Boston College
Business Administration
Clients: Boston Beer Company, Invaluable, CallMiner, Spartan Race, Biogen, Genzyme 2010 - Present
Boston Scientific Corporation 2004 - 2010
Reebok International 2000 - 2004
Fidelity Investments 1997 - 2000
J. Baker, Inc 1994 - 1997
Education
Aquinas College
Business
Boston College
Business Administration
Karen Perkins's Fidelity Investments Experience May 2015 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 2015 - Present
Wolters Kluwer Financial Services September 2014 - April 2015
Fidelity Investments 2011 - 2014
Fidelity Investments 2008 - 2011
Fidelity Investments 2006 - 2008
Fidelity Investments 1995 - 2006
National Computer Systems 1989 - 1994
The Saddlebrook Corporation 1988 - 1989
SD Financial (Formerly SEI Corporation) 1985 - 1988
The Bank of New England 1983 - 1985
Skills
Systems Analysis, Release Management, Financial Services, Business Analysis, Software Project..., Requirements Gathering, COBOL, User Acceptance Testing, Business Requirements, Vendor Management, SharePoint, Agile Methodologies, Visio, Software Development, Analysis, SDLC
Education
Boston College
BS, Accounting and Computer Science
Fidelity Investments May 2015 - Present
Wolters Kluwer Financial Services September 2014 - April 2015
Fidelity Investments 2011 - 2014
Fidelity Investments 2008 - 2011
Fidelity Investments 2006 - 2008
Fidelity Investments 1995 - 2006
National Computer Systems 1989 - 1994
The Saddlebrook Corporation 1988 - 1989
SD Financial (Formerly SEI Corporation) 1985 - 1988
The Bank of New England 1983 - 1985
Skills
Systems Analysis, Release Management, Financial Services, Business Analysis, Software Project..., Requirements Gathering, COBOL, User Acceptance Testing, Business Requirements, Vendor Management, SharePoint, Agile Methodologies, Visio, Software Development, Analysis, SDLC
Education
Boston College
BS, Accounting and Computer Science
John Spatola's Fidelity Investments Experience December 2013 - Present
Job Investment Consultant at Fidelity Investments
Industry Primary/Secondary Education
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments February 2013 - December 2013
The Roxbury Latin School September 2010 - July 2012
Minor League University December 2010 - June 2012
Chicago White Sox June 2010 - August 2011
NCAA Athletics September 2006 - June 2010
Skills
Fundraising, Blogging, Leadership, Social Media, Public Speaking, Event Planning, Coaching, Editing, Public Relations, PowerPoint, Microsoft Office, Sports, Microsoft Excel, Series 7, Series 63, Series 66
Education
Boston College 2006 — 2010
Bachelor's of Arts & Science, Economics
Roxbury Latin School 2000 — 2006
Fidelity Investments December 2013 - Present
Fidelity Investments February 2013 - December 2013
The Roxbury Latin School September 2010 - July 2012
Minor League University December 2010 - June 2012
Chicago White Sox June 2010 - August 2011
NCAA Athletics September 2006 - June 2010
Skills
Fundraising, Blogging, Leadership, Social Media, Public Speaking, Event Planning, Coaching, Editing, Public Relations, PowerPoint, Microsoft Office, Sports, Microsoft Excel, Series 7, Series 63, Series 66
Education
Boston College 2006 — 2010
Bachelor's of Arts & Science, Economics
Roxbury Latin School 2000 — 2006
Julia Johnston-Ketterer Julia Johnston-Ketterer's Fidelity Investments Experience 1995 - 2005
Job Senior Director, Cogent Reports
Industry Market Research
Experience
Market Strategies International September 2013 - Present
Market Probe January 2012 - August 2013
Richard Day Research 2005 - December 2012
Fidelity Investments 1995 - 2005
University of Massachusetts Boston 1994 - 1995
MetroWest Medical Center 1990 - 1994
Skills
Qualitative Research, Customer Satisfaction, Customer Insight, Market Research, Quantitative Research, Project Management, Marketing Communications, Relationship Management, Building Relationships, Team Building, Proposal Writing, Client Presentation, Thought Leadership, Strategy, Analysis, Competitive Intelligence
Education
Northwestern University - Kellogg School of Management 2002 — 2002
Executive Education Program
Simmons College - Simmons School of Management 1993 — 1995
MBA
Boston College 1990 — 1991
Graduate Certificate
University of Wisconsin-Madison 1985 — 1989
B.A.
Institut d'Etudes politiques d'Aix-en-Provence 1987 — 1988
Certificat d'Etudes Politiques
Market Strategies International September 2013 - Present
Market Probe January 2012 - August 2013
Richard Day Research 2005 - December 2012
Fidelity Investments 1995 - 2005
University of Massachusetts Boston 1994 - 1995
MetroWest Medical Center 1990 - 1994
Skills
Qualitative Research, Customer Satisfaction, Customer Insight, Market Research, Quantitative Research, Project Management, Marketing Communications, Relationship Management, Building Relationships, Team Building, Proposal Writing, Client Presentation, Thought Leadership, Strategy, Analysis, Competitive Intelligence
Education
Northwestern University - Kellogg School of Management 2002 — 2002
Executive Education Program
Simmons College - Simmons School of Management 1993 — 1995
MBA
Boston College 1990 — 1991
Graduate Certificate
University of Wisconsin-Madison 1985 — 1989
B.A.
Institut d'Etudes politiques d'Aix-en-Provence 1987 — 1988
Certificat d'Etudes Politiques
Joe Goodwin's Fidelity Investments Experience 1995 - 1996
Job
Industry Management Consulting
Experience
Searching for New Opportunities 2013 - Present
FUJIFILM Recording Media 2013 - Present
Resources Global Professionals 2012 - 2012
New England Law Boston 2011 - 2011
Charles River Laboratories 2007 - 2010
Resources Global Professionals 2006 - 2009
Mettler-Toledo Thornton 2005 - 2006
US Filter 2004 - 2005
Polaroid Corporation 1996 - 2004
Fidelity Investments 1995 - 1996
Skills
Sarbanes-Oxley Act, Internal Controls, SAP, Budgets, Auditing, JD Edwards, Program Management, Project Planning, Management, Oracle, Policy, Essbase, Marketing, Business Services, Hyperion Enterprise, Forecasting, Financial Analysis, Process Improvement, Financial Reporting, Financial Modeling, Finance, Accounting, Managerial Finance, Analysis, ERP, Consolidation, Project Management, Software Documentation, Account Reconciliation, Business Process..., Pricing, Sarbanes-Oxley, Mergers & Acquisitions, Executive Management, Cost Accounting, Internal Audit, Acquisition Integration, Strategic Financial..., Financial Forecasting
Education
Boston University - School of Management
MBA, Finance & Accounting
Boston College
BA, Economics
Searching for New Opportunities 2013 - Present
FUJIFILM Recording Media 2013 - Present
Resources Global Professionals 2012 - 2012
New England Law Boston 2011 - 2011
Charles River Laboratories 2007 - 2010
Resources Global Professionals 2006 - 2009
Mettler-Toledo Thornton 2005 - 2006
US Filter 2004 - 2005
Polaroid Corporation 1996 - 2004
Fidelity Investments 1995 - 1996
Skills
Sarbanes-Oxley Act, Internal Controls, SAP, Budgets, Auditing, JD Edwards, Program Management, Project Planning, Management, Oracle, Policy, Essbase, Marketing, Business Services, Hyperion Enterprise, Forecasting, Financial Analysis, Process Improvement, Financial Reporting, Financial Modeling, Finance, Accounting, Managerial Finance, Analysis, ERP, Consolidation, Project Management, Software Documentation, Account Reconciliation, Business Process..., Pricing, Sarbanes-Oxley, Mergers & Acquisitions, Executive Management, Cost Accounting, Internal Audit, Acquisition Integration, Strategic Financial..., Financial Forecasting
Education
Boston University - School of Management
MBA, Finance & Accounting
Boston College
BA, Economics
Richard Van Horn's Fidelity Investments Experience March 1998 - November 2000
Job VP, Data Protection in the IT Risk Department at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
OpenSky Corp May 2013 - August 2013
DTCC November 2010 - January 2013
The CIT Group November 2009 - November 2010
Pseudo-Nym, Inc. January 2009 - November 2010
Goldman Sachs November 2006 - November 2008
Goldman Sachs November 2000 - November 2006
Fidelity Investments March 1998 - November 2000
Fidelity Investments January 1997 - March 1998
Fidelity Investments September 1994 - January 1997
Skills
Identity Management, Privacy Law, Authentication, Risk Management, Entitlements, Information Security, Business Continuity, IT Strategy, Financial Services, Vendor Management, Information Security..., Risk Assessment, Enterprise Architecture
Education
Boston College 1982 — 1986
Bachelor's degree, Finance and Computer Science
JPMorgan Chase September 2013 - Present
OpenSky Corp May 2013 - August 2013
DTCC November 2010 - January 2013
The CIT Group November 2009 - November 2010
Pseudo-Nym, Inc. January 2009 - November 2010
Goldman Sachs November 2006 - November 2008
Goldman Sachs November 2000 - November 2006
Fidelity Investments March 1998 - November 2000
Fidelity Investments January 1997 - March 1998
Fidelity Investments September 1994 - January 1997
Skills
Identity Management, Privacy Law, Authentication, Risk Management, Entitlements, Information Security, Business Continuity, IT Strategy, Financial Services, Vendor Management, Information Security..., Risk Assessment, Enterprise Architecture
Education
Boston College 1982 — 1986
Bachelor's degree, Finance and Computer Science
John Harrington's Fidelity Investments Experience 1992 - 2000
Job Director, Consultant Relations at PNC Capital Advisors, LLC
Industry Investment Management
Experience
PNC Capital Advisors, LLC August 2015 - Present
PNC Capital Advisors, LLC March 2014 - Present
Wellesley Free Library Foundation July 2008 - June 2014
Old Mutual Asset Management 2012 - 2012
Turner Investment Partners 2009 - 2012
Acadian Asset Management 2005 - 2009
Wellington Management Company, LLP 2000 - 2005
FMR Co., Fidelity Investments 1998 - 2000
Fidelity Investments 1992 - 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
Masters in Science in Finance (MSF)
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1999
MBA, Finance
University College Dublin 1991 — 1992
MA, MA- Anglo-Irish Literature
Boston College 1986 — 1990
AB, English
Catholic Memorial High School 1983 — 1986
PNC Capital Advisors, LLC August 2015 - Present
PNC Capital Advisors, LLC March 2014 - Present
Wellesley Free Library Foundation July 2008 - June 2014
Old Mutual Asset Management 2012 - 2012
Turner Investment Partners 2009 - 2012
Acadian Asset Management 2005 - 2009
Wellington Management Company, LLP 2000 - 2005
FMR Co., Fidelity Investments 1998 - 2000
Fidelity Investments 1992 - 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
Masters in Science in Finance (MSF)
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1999
MBA, Finance
University College Dublin 1991 — 1992
MA, MA- Anglo-Irish Literature
Boston College 1986 — 1990
AB, English
Catholic Memorial High School 1983 — 1986
Kevin McLaughlin's Fidelity Investments Experience 2007 - 2009
Job
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
SCS Financial January 2012 - December 2012
BNY Mellon January 2010 - July 2011
Fidelity Investments 2007 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 2003 - 2004
COLT Telecom (minority owned by Fidelity Investments) 2003 - 2003
Fidelity International 2002 - 2003
Fidelity International 1999 - 2002
Fidelity Investments 1988 - 1999
Skills
Product Marketing, Business Strategy, Wealth Management, Asset Management, Product Management, Strategic Planning, P&L Management, Marketing Strategy, Segmentation, Strategic Partnerships, Business Relationship..., Executive Management, New Business Development, Start-up Ventures, Growth Strategies, International, Alternative Investments, Start-ups, Financial Advisory, Hedge Funds, Fund Of Funds, Marketing, Relationship Management, Absolute Return
Education
UNIVERSITY OF TEXAS
Masters, Business Administration
Boston College 1984 — 1988
Bachelor of Science, Finance
J.P. Morgan January 2014 - Present
SCS Financial January 2012 - December 2012
BNY Mellon January 2010 - July 2011
Fidelity Investments 2007 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 2003 - 2004
COLT Telecom (minority owned by Fidelity Investments) 2003 - 2003
Fidelity International 2002 - 2003
Fidelity International 1999 - 2002
Fidelity Investments 1988 - 1999
Skills
Product Marketing, Business Strategy, Wealth Management, Asset Management, Product Management, Strategic Planning, P&L Management, Marketing Strategy, Segmentation, Strategic Partnerships, Business Relationship..., Executive Management, New Business Development, Start-up Ventures, Growth Strategies, International, Alternative Investments, Start-ups, Financial Advisory, Hedge Funds, Fund Of Funds, Marketing, Relationship Management, Absolute Return
Education
UNIVERSITY OF TEXAS
Masters, Business Administration
Boston College 1984 — 1988
Bachelor of Science, Finance
Patrick J. Concannon Patrick J. Concannon's Fidelity Investments Experience April 2013 - April 2014
Job Regional Account Coordinator at EF Education First
Industry Leisure, Travel & Tourism
Experience
EF Education First April 2014 - Present
Fidelity Investments April 2013 - April 2014
Massachusetts State Police March 2013 - May 2013
Boston College May 2012 - May 2013
Boston College September 2009 - May 2013
Woburn Department of Public Works June 2007 - August 2011
Skills
PowerPoint, Research, Microsoft Office, SPSS, Higher Education, Social Media, Corporate Security, Social Networking, Leadership, Editing
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature, General
National University of Ireland, Galway 2011 — 2011
Irish Studies
Austin Preparatory School 2005 — 2009
High School
EF Education First April 2014 - Present
Fidelity Investments April 2013 - April 2014
Massachusetts State Police March 2013 - May 2013
Boston College May 2012 - May 2013
Boston College September 2009 - May 2013
Woburn Department of Public Works June 2007 - August 2011
Skills
PowerPoint, Research, Microsoft Office, SPSS, Higher Education, Social Media, Corporate Security, Social Networking, Leadership, Editing
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature, General
National University of Ireland, Galway 2011 — 2011
Irish Studies
Austin Preparatory School 2005 — 2009
High School
JAMES DI CORPO's Fidelity Investments Experience 1999 - 2006
Job Director, Market & Strategic Intelligence at Prudential Financial
Industry Market Research
Experience
Prudential Financial 2012 - Present
Prudential Financial 2011 - 2012
Opinion Research Corporation 2009 - 2011
HARVARD PILGRIM HEALTH CARE 2006 - 2008
FIDELITY INVESTMENTS 1999 - 2006
MANULIFE FINANCIAL 1996 - 1999
TRANS WORLD CONSULTANTS, LTD. 1993 - 1996
CF STIMMEL ASSOCIATES, INC. 1992 - 1993
NORTHROP GRUMMAN CORPORATION 1986 - 1991
Skills
Secondary Research, Data Analysis, Team Leadership, Research, Market Research, Market Intelligence, Financial Services, Strategic Planning, Competitive Intelligence, Segmentation, Marketing Research, Competitive Analysis, Business Strategy, Marketing Strategy, Cross-functional Team...
Education
Boston University School of Medicine
Mini-Med School Program
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1991
MBA, Marketing
Boston College 1981 — 1985
BA (2), Theology, Philosophy; Minor: Art History
Prudential Financial 2012 - Present
Prudential Financial 2011 - 2012
Opinion Research Corporation 2009 - 2011
HARVARD PILGRIM HEALTH CARE 2006 - 2008
FIDELITY INVESTMENTS 1999 - 2006
MANULIFE FINANCIAL 1996 - 1999
TRANS WORLD CONSULTANTS, LTD. 1993 - 1996
CF STIMMEL ASSOCIATES, INC. 1992 - 1993
NORTHROP GRUMMAN CORPORATION 1986 - 1991
Skills
Secondary Research, Data Analysis, Team Leadership, Research, Market Research, Market Intelligence, Financial Services, Strategic Planning, Competitive Intelligence, Segmentation, Marketing Research, Competitive Analysis, Business Strategy, Marketing Strategy, Cross-functional Team...
Education
Boston University School of Medicine
Mini-Med School Program
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1991
MBA, Marketing
Boston College 1981 — 1985
BA (2), Theology, Philosophy; Minor: Art History
George Hutt's Fidelity Investments Experience 1993 - 2006
Job Transformational Leader, Program Management, Product Management, Financial Services, P&C Claims
Industry Insurance
Experience
Liberty Mutual Insurance 2008 - 2015
Pershing LLC, an affiliate of BNY Mellon 2006 - 2008
Fidelity Investments 1993 - 2006
Fidelity Investments 1993 - 2005
Accenture 1988 - 1993
Skills
SDLC, Process Improvement, Business Analysis, Financial Services, Vendor Management, Program Management, Strategic Planning, Cross-functional Team..., Product Management, Risk Management, Business Requirements, Series 7, IT Strategy, Insurance, Mutual Funds, Business Process..., Strategy, Management, Leadership, Project Management
Education
Boston College 1984 — 1988
BS, Business, Finance, Computer Science
Liberty Mutual Insurance 2008 - 2015
Pershing LLC, an affiliate of BNY Mellon 2006 - 2008
Fidelity Investments 1993 - 2006
Fidelity Investments 1993 - 2005
Accenture 1988 - 1993
Skills
SDLC, Process Improvement, Business Analysis, Financial Services, Vendor Management, Program Management, Strategic Planning, Cross-functional Team..., Product Management, Risk Management, Business Requirements, Series 7, IT Strategy, Insurance, Mutual Funds, Business Process..., Strategy, Management, Leadership, Project Management
Education
Boston College 1984 — 1988
BS, Business, Finance, Computer Science
Stephanie Molinari Stephanie Molinari's Fidelity Investments Experience 1998 - 2001
Job Vice President and Senior Legal Counsel at State Street Bank
Industry Financial Services
Experience
State Street Bank 2005 - Present
MFS Investment Management 2004 - 2005
Bingham McCutchen 2001 - 2003
Fidelity Investments 1998 - 2001
Skills
Securities Regulation, Due Diligence, Financial Services, Mutual Funds, Investments, Hedge Funds, Corporate Governance, Securities, Equities, Outsourcing, Joint Ventures, Fixed Income
Education
Boston University School of Law
Master of Laws (LLM), Banking, Corporate, Finance, and Securities Law
Suffolk University Law School
Doctor of Law (JD)
Boston College
Bachelor of Arts (B.A.), French Language and Literature
State Street Bank 2005 - Present
MFS Investment Management 2004 - 2005
Bingham McCutchen 2001 - 2003
Fidelity Investments 1998 - 2001
Skills
Securities Regulation, Due Diligence, Financial Services, Mutual Funds, Investments, Hedge Funds, Corporate Governance, Securities, Equities, Outsourcing, Joint Ventures, Fixed Income
Education
Boston University School of Law
Master of Laws (LLM), Banking, Corporate, Finance, and Securities Law
Suffolk University Law School
Doctor of Law (JD)
Boston College
Bachelor of Arts (B.A.), French Language and Literature
Lalig Musserian, PMP, CSM , CSPO Lalig Musserian, PMP, CSM , CSPO's Fidelity Investments Experience September 2006 - December 2008
Job Senior Consultant at Magenic Technologies, Inc.
Industry Financial Services
Experience
Magenic Technologies, Inc. October 2010 - Present
Former Candidate, State Representative, 24th Middlesex District April 2010 - November 2010
Novell, Inc. February 2009 - October 2010
Blue Cross Blue Shield Massachusetts February 2009 - June 2009
St. James Armenian Church January 1990 - February 2009
Fidelity Investments September 2006 - December 2008
Aberdeen Group 2006 - 2006
President of Project Management Institute, Mass Bay Chapter June 2003 - July 2004
John Hancock Life Insurance Company (U.S.A.) 2003 - 2004
Project Management Institute 2003 - 2004
Skills
PMP Certified, Certified Scrum Master..., ERP System Program..., Program Management, PMP, ERP, Credit, Project Management, SDLC, Web Technologies, Management, Leadership, Integration, Enterprise Software, Risk Management, Governance, Quality Assurance, Strategy, Requirements Analysis, Agile Methodologies, Vendor Management, Process Improvement, PMO, Analysis, SharePoint, Training, Testing, Consulting, Business Intelligence, Project Portfolio..., Business Requirements, Software Project..., Business Analysis, Information Technology, IT Strategy
Education
Boston College 1986 — 1986
Managerial and Financial Accounting Courses, Accounting and Finance, A
University of Massachusetts Boston 1980 — 1984
BA Economics and French, Minor: German
Magenic Technologies, Inc. October 2010 - Present
Former Candidate, State Representative, 24th Middlesex District April 2010 - November 2010
Novell, Inc. February 2009 - October 2010
Blue Cross Blue Shield Massachusetts February 2009 - June 2009
St. James Armenian Church January 1990 - February 2009
Fidelity Investments September 2006 - December 2008
Aberdeen Group 2006 - 2006
President of Project Management Institute, Mass Bay Chapter June 2003 - July 2004
John Hancock Life Insurance Company (U.S.A.) 2003 - 2004
Project Management Institute 2003 - 2004
Skills
PMP Certified, Certified Scrum Master..., ERP System Program..., Program Management, PMP, ERP, Credit, Project Management, SDLC, Web Technologies, Management, Leadership, Integration, Enterprise Software, Risk Management, Governance, Quality Assurance, Strategy, Requirements Analysis, Agile Methodologies, Vendor Management, Process Improvement, PMO, Analysis, SharePoint, Training, Testing, Consulting, Business Intelligence, Project Portfolio..., Business Requirements, Software Project..., Business Analysis, Information Technology, IT Strategy
Education
Boston College 1986 — 1986
Managerial and Financial Accounting Courses, Accounting and Finance, A
University of Massachusetts Boston 1980 — 1984
BA Economics and French, Minor: German
Gregory Finlay Gregory Finlay's Fidelity Investments Experience 2009 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2009 - Present
Fidelity Investments 2005 - 2008
Fidelity Investments 2003 - 2005
Fidelity Investments 2001 - 2003
Strategic Decisions Group August 1996 - December 2000
Education
The Tuck School of Business at Dartmouth 1994 — 1996
MBA
Boston College 1985 — 1989
BA, Management, Economics
Bishop Guertin High School
Fidelity Investments 2009 - Present
Fidelity Investments 2005 - 2008
Fidelity Investments 2003 - 2005
Fidelity Investments 2001 - 2003
Strategic Decisions Group August 1996 - December 2000
Education
The Tuck School of Business at Dartmouth 1994 — 1996
MBA
Boston College 1985 — 1989
BA, Management, Economics
Bishop Guertin High School
Lori Wasserman's Fidelity Investments Experience June 2012 - Present
Job Talent Acquisition Consultant for User Experience Design and Digital Distribution teams at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments October 2011 - June 2012
REMAX Real Estate Center 2001 - 2012
Management Recruiters of Providence, RI November 2007 - October 2011
Dunkin Brands 1999 - 2001
Bose 1995 - 1998
660 Corporation/Boston University 1991 - 1994
Skills
Marketing, Online Marketing, Recruiting, Management, Contract Negotiation, Product Marketing, Market Research, Technical Recruiting, Temporary Placement, Talent Acquisition, Real Estate, Human Resources, Social Media Marketing, Applicant Tracking..., User Experience, CRM, Marketing Strategy
Education
Boston College
Bachelors of Arts, Speech Communication
Lincoln High School
Fidelity Investments June 2012 - Present
Fidelity Investments October 2011 - June 2012
REMAX Real Estate Center 2001 - 2012
Management Recruiters of Providence, RI November 2007 - October 2011
Dunkin Brands 1999 - 2001
Bose 1995 - 1998
660 Corporation/Boston University 1991 - 1994
Skills
Marketing, Online Marketing, Recruiting, Management, Contract Negotiation, Product Marketing, Market Research, Technical Recruiting, Temporary Placement, Talent Acquisition, Real Estate, Human Resources, Social Media Marketing, Applicant Tracking..., User Experience, CRM, Marketing Strategy
Education
Boston College
Bachelors of Arts, Speech Communication
Lincoln High School
Patrick Dolan Patrick Dolan's Fidelity Investments Experience October 2009 - May 2013
Job Summer Associate at Kimberlite Group, LLC
Industry Financial Services
Experience
Kimberlite Group, LLC June 2015 - Present
Tuck School of Business at Dartmouth College July 2014 - Present
Liberty Mutual Group Asset Management Inc. May 2013 - July 2014
Fidelity Investments October 2009 - May 2013
PricewaterhouseCoopers September 2006 - October 2009
Skills
Financial Analysis, Financial Reporting, Due Diligence, Accounting, Financial Modeling, Hedge Funds, US GAAP, Sarbanes-Oxley Act, Equities, Asset Management, Investments, SEC filings, Finance, GAAP
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MSA, Accounting
Boston College 2002 — 2006
BS, Accounting
University College Dublin 2005 — 2005
Quinn School of Business - Commerce
St. John's Prep 1998 — 2002
Kimberlite Group, LLC June 2015 - Present
Tuck School of Business at Dartmouth College July 2014 - Present
Liberty Mutual Group Asset Management Inc. May 2013 - July 2014
Fidelity Investments October 2009 - May 2013
PricewaterhouseCoopers September 2006 - October 2009
Skills
Financial Analysis, Financial Reporting, Due Diligence, Accounting, Financial Modeling, Hedge Funds, US GAAP, Sarbanes-Oxley Act, Equities, Asset Management, Investments, SEC filings, Finance, GAAP
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MSA, Accounting
Boston College 2002 — 2006
BS, Accounting
University College Dublin 2005 — 2005
Quinn School of Business - Commerce
St. John's Prep 1998 — 2002
Garrett Melson Garrett Melson's Fidelity Investments Experience April 2012 - June 2013
Job MBA Candidate at D'AmoreMcKim School of Business, Northeastern University
Industry Financial Services
Experience
Wellington Management June 2014 - July 2015
Fidelity Investments April 2012 - June 2013
Fidelity Investments July 2011 - April 2012
West Marine April 2010 - August 2010
Skills
Trading Strategies, Equity Trading, Series 63, Series 7, Bloomberg, Fixed Income, Investments, Financial Modeling, Capital Markets, Securities, Mutual Funds, FINRA, Asset Allocation, Options, Equities, Investment Strategies, ETFs, Equity Research, Equity Research Analysis, Financial Analysis
Education
Northeastern University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Finance
Boston College 2007 — 2011
BA, History
Wellington Management June 2014 - July 2015
Fidelity Investments April 2012 - June 2013
Fidelity Investments July 2011 - April 2012
West Marine April 2010 - August 2010
Skills
Trading Strategies, Equity Trading, Series 63, Series 7, Bloomberg, Fixed Income, Investments, Financial Modeling, Capital Markets, Securities, Mutual Funds, FINRA, Asset Allocation, Options, Equities, Investment Strategies, ETFs, Equity Research, Equity Research Analysis, Financial Analysis
Education
Northeastern University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Finance
Boston College 2007 — 2011
BA, History
David Conti's Fidelity Investments Experience July 2004 - Present
Job
Industry Public Relations and Communications
Experience
Fidelity Investments July 2004 - Present
Skills
Thought Leadership, Content Marketing, Market Research, Corporate Communications, Marketing Strategy, Public Relations, Social Media, Content Writing, Marketing Communications, Digital Media, Leadership, Management, Start-ups, Online Advertising, Crisis Communications, Editing, Internal Communications, Nonprofits, Career Development..., Marketing, Strategy, Direct Marketing
Education
Boston College 1978 — 1982
B.S. in Management, Marketing and Organizational Studies
Fidelity Investments July 2004 - Present
Skills
Thought Leadership, Content Marketing, Market Research, Corporate Communications, Marketing Strategy, Public Relations, Social Media, Content Writing, Marketing Communications, Digital Media, Leadership, Management, Start-ups, Online Advertising, Crisis Communications, Editing, Internal Communications, Nonprofits, Career Development..., Marketing, Strategy, Direct Marketing
Education
Boston College 1978 — 1982
B.S. in Management, Marketing and Organizational Studies
Don Messier Don Messier's Fidelity Investments Experience January 2008 - 2013
Job Video Producer | Live Event Producer | Project Manager | Team Leader
Industry Media Production
Experience
Campbell McCabe Inc. July 2013 - November 2014
Fidelity Investments January 2008 - 2013
Fidelity Investments 1994 - 2007
The Video Department 1989 - 1994
Cullinet Software 1982 - 1989
Boston College 1981 - 1982
Skills
Marketing Communications, Video Production, Video, Television, Broadcast, Multimedia, Live Events, Producing, Digital Media, Management, Press Releases, Corporate Communications, Strategy, Marketing, Creative Direction, Internal Communications, New Media, Content Strategy, Integrated Marketing, Webcasting, Digital Video, Team Leadership, Project Management, Digital Marketing, Corporate Branding, Content Development, Digital Strategy, Strategic Communications, Event Management, Leadership
Education
Cornell University 2014 — 2014
Certificate- Marketing Strategy
Boston College 1980 — 1982
Master of Education (M.Ed.), Education Technology
Boston College 1975 — 1979
BA,, Economics and Psychology
Campbell McCabe Inc. July 2013 - November 2014
Fidelity Investments January 2008 - 2013
Fidelity Investments 1994 - 2007
The Video Department 1989 - 1994
Cullinet Software 1982 - 1989
Boston College 1981 - 1982
Skills
Marketing Communications, Video Production, Video, Television, Broadcast, Multimedia, Live Events, Producing, Digital Media, Management, Press Releases, Corporate Communications, Strategy, Marketing, Creative Direction, Internal Communications, New Media, Content Strategy, Integrated Marketing, Webcasting, Digital Video, Team Leadership, Project Management, Digital Marketing, Corporate Branding, Content Development, Digital Strategy, Strategic Communications, Event Management, Leadership
Education
Cornell University 2014 — 2014
Certificate- Marketing Strategy
Boston College 1980 — 1982
Master of Education (M.Ed.), Education Technology
Boston College 1975 — 1979
BA,, Economics and Psychology
Paige Salvia Paige Salvia's Fidelity Investments Experience November 2014 - Present
Job Senior Media Manager at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments November 2014 - Present
Hill Holliday April 2014 - October 2014
Hill Holliday September 2012 - April 2014
Hill Holliday January 2012 - September 2012
Hill Holliday August 2010 - January 2012
Hill Holliday September 2009 - August 2010
One to One Interactive July 2009 - September 2009
Hill Holliday January 2009 - April 2009
International Data Group May 2008 - December 2008
Skills
DoubleClick, Digital Media, Web Analytics, Digital Strategy, Digital Marketing, Marketing, Online Advertising, SEM, Integrated Marketing, Social Media, Advertising, Social Media Marketing, Media Planning, Mobile Marketing, Strategy, Media Buying
Education
Boston College 2005 — 2009
UNSW Australia 2007 — 2007
Fidelity Investments November 2014 - Present
Hill Holliday April 2014 - October 2014
Hill Holliday September 2012 - April 2014
Hill Holliday January 2012 - September 2012
Hill Holliday August 2010 - January 2012
Hill Holliday September 2009 - August 2010
One to One Interactive July 2009 - September 2009
Hill Holliday January 2009 - April 2009
International Data Group May 2008 - December 2008
Skills
DoubleClick, Digital Media, Web Analytics, Digital Strategy, Digital Marketing, Marketing, Online Advertising, SEM, Integrated Marketing, Social Media, Advertising, Social Media Marketing, Media Planning, Mobile Marketing, Strategy, Media Buying
Education
Boston College 2005 — 2009
UNSW Australia 2007 — 2007
James Nickerson's Fidelity Investments Experience 2001 - 2003
Job Managing Director of Portfolio Strategies at Northern Capital
Industry Financial Services
Experience
Northern Capital 2012 - Present
GMP Securities 2005 - 2011
DKR Capital 2003 - 2005
Fidelity Investments 2001 - 2003
Skills
• Market/Economic..., • Bloomberg Analysis, Series 63, Series 55, Series 7, Bloomberg, Fixed Income, Investments, Equity Research, Investment Strategies, Alternative Investments, Relationship Management, Financial Analysis, Equities, Hedge Funds, Securities, FINRA, Trading, Portfolio Optimization, Portfolio Management, Financial Markets, Investment Management, Mutual Funds, High Yield, Structured Products, Bonds
Education
Boston College
Bachelors of Science, Management
Greenwich High School
Northern Capital 2012 - Present
GMP Securities 2005 - 2011
DKR Capital 2003 - 2005
Fidelity Investments 2001 - 2003
Skills
• Market/Economic..., • Bloomberg Analysis, Series 63, Series 55, Series 7, Bloomberg, Fixed Income, Investments, Equity Research, Investment Strategies, Alternative Investments, Relationship Management, Financial Analysis, Equities, Hedge Funds, Securities, FINRA, Trading, Portfolio Optimization, Portfolio Management, Financial Markets, Investment Management, Mutual Funds, High Yield, Structured Products, Bonds
Education
Boston College
Bachelors of Science, Management
Greenwich High School
Joe Guinta Joe Guinta's Fidelity Investments Experience August 1996 - February 2009
Job Business Line Controller at BNY/Mellon
Industry Utilities
Experience
BNY Mellon December 2012 - April 2013
Sovereign Bank November 2009 - September 2012
Sallie Mae March 2009 - October 2009
Fidelity Investments August 1996 - February 2009
Metcalf & Eddy - Consulting August 1985 - September 1996
Education
Boston College
BS, Accounting
Boston University
MS, Project Administration
Southern New Hampshire University
MBA, Management
BNY Mellon December 2012 - April 2013
Sovereign Bank November 2009 - September 2012
Sallie Mae March 2009 - October 2009
Fidelity Investments August 1996 - February 2009
Metcalf & Eddy - Consulting August 1985 - September 1996
Education
Boston College
BS, Accounting
Boston University
MS, Project Administration
Southern New Hampshire University
MBA, Management
Laura Suslowicz's Fidelity Investments Experience June 2005 - July 2006
Job Senior Budget Analyst at NewtonWellesley Hospital
Industry Hospital & Health Care
Experience
Newton-Wellesley Hospital September 2014 - Present
Newton-Wellesley Hospital May 2012 - September 2014
Children's Hospital Boston March 2010 - May 2012
Children's Hospital Boston November 2008 - March 2010
Children's Hospital Boston July 2006 - November 2008
Fidelity Investments June 2005 - July 2006
J. Robert Scott (subsidiary of Fidelity Investments) May 2004 - April 2005
Boston College September 2004 - December 2004
J. Robert Scott (subsidiary of Fidelity Investments) May 2003 - August 2003
Skills
Public Speaking, Fundraising, Budgets, Research, Project Management, Healthcare Information..., Healthcare, Data Analysis, Nonprofits, Program Development, SPSS, Market Research, Leadership Development, Accounting, Editing, Marketing, Public Health, Event Planning, Access, Grants, Microsoft Word, MBA, Clinical Research, Program Management, Public Relations, Customer Service, Microsoft Excel, Team Leadership, Process Improvement, Policy, Healthcare Management, Social Media, Outlook, Strategic Planning, Volunteer Management, Hospitals, Leadership, Qualitative Research, Financial Analysis, Team Building, Program Evaluation, Change Management, Grant Writing, Strategy, Microsoft Office, Community Outreach, Training, Management, PowerPoint, Event Management
Education
Boston University - School of Management 2008 — 2012
Masters, Business Administration, Health Sector Management Program; Operations & Technology Management
Boston College 2001 — 2005
Bachelor of Arts, Communication
Newton-Wellesley Hospital September 2014 - Present
Newton-Wellesley Hospital May 2012 - September 2014
Children's Hospital Boston March 2010 - May 2012
Children's Hospital Boston November 2008 - March 2010
Children's Hospital Boston July 2006 - November 2008
Fidelity Investments June 2005 - July 2006
J. Robert Scott (subsidiary of Fidelity Investments) May 2004 - April 2005
Boston College September 2004 - December 2004
J. Robert Scott (subsidiary of Fidelity Investments) May 2003 - August 2003
Skills
Public Speaking, Fundraising, Budgets, Research, Project Management, Healthcare Information..., Healthcare, Data Analysis, Nonprofits, Program Development, SPSS, Market Research, Leadership Development, Accounting, Editing, Marketing, Public Health, Event Planning, Access, Grants, Microsoft Word, MBA, Clinical Research, Program Management, Public Relations, Customer Service, Microsoft Excel, Team Leadership, Process Improvement, Policy, Healthcare Management, Social Media, Outlook, Strategic Planning, Volunteer Management, Hospitals, Leadership, Qualitative Research, Financial Analysis, Team Building, Program Evaluation, Change Management, Grant Writing, Strategy, Microsoft Office, Community Outreach, Training, Management, PowerPoint, Event Management
Education
Boston University - School of Management 2008 — 2012
Masters, Business Administration, Health Sector Management Program; Operations & Technology Management
Boston College 2001 — 2005
Bachelor of Arts, Communication
Kristin Eisenzopf's Fidelity Investments Experience December 2014 - Present
Job Senior Interactive Producer at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments August 2010 - December 2014
Leerink Swann December 2009 - June 2010
Experience, Inc. December 2008 - May 2010
Experience January 2007 - December 2008
Arnold Worldwide 2005 - 2007
Thomson Course Technology November 2001 - June 2005
Skills
Online Advertising, Email Marketing, Public Relations, Promotions, Event Management, Product Management, Product Marketing, Social Media Marketing, Strategy Development, Brand Development
Education
Institute for Integrative Nutrition 2009 — 2010
Certification, Holistic Nutrition
Boston College 1995 — 1999
Bachelor of Arts, Marketing Communications
Fidelity Investments December 2014 - Present
Fidelity Investments August 2010 - December 2014
Leerink Swann December 2009 - June 2010
Experience, Inc. December 2008 - May 2010
Experience January 2007 - December 2008
Arnold Worldwide 2005 - 2007
Thomson Course Technology November 2001 - June 2005
Skills
Online Advertising, Email Marketing, Public Relations, Promotions, Event Management, Product Management, Product Marketing, Social Media Marketing, Strategy Development, Brand Development
Education
Institute for Integrative Nutrition 2009 — 2010
Certification, Holistic Nutrition
Boston College 1995 — 1999
Bachelor of Arts, Marketing Communications
Daniel Joyce's Fidelity Investments Experience February 1994 - February 2003
Job Director, Global Technology Operations and Sustaining Engineering
Industry Information Technology and Services
Experience
Philips July 2005 - Present
Harvard University March 2003 - April 2005
Fidelity Investments February 1994 - February 2003
COM/Energy January 1986 - February 1994
HCW December 1984 - January 1986
Skills
Business Analysis, Vendor Management, Business Development, Process Improvement, Program Management, Technical Architecture..., Privacy Expert, Security ISO, DSO..., Information Security..., Privacy, Privacy Law, Cross-functional Team..., IT Management, Security, Strategy, Mergers & Acquisitions, Leadership, Recruiting, Change Management, Product Management, ITIL, Integration, Data Center, Management, Strategic Partnerships, Entrepreneurship, IT Strategy, Environments, Enterprise Software, Project Management, Data Warehousing, Strategic Planning, Databases, Software Development, Risk Management, ERP, Consulting, Professional Services, Enterprise Architecture, Information Technology, Networking, Business Strategy, Team Leadership, CRM, Cloud Computing, Business Process, Outsourcing, SDLC, Agile Methodologies
Education
Boston College 1982 — 1986
BA, Computer Science & Business Administration
Philips July 2005 - Present
Harvard University March 2003 - April 2005
Fidelity Investments February 1994 - February 2003
COM/Energy January 1986 - February 1994
HCW December 1984 - January 1986
Skills
Business Analysis, Vendor Management, Business Development, Process Improvement, Program Management, Technical Architecture..., Privacy Expert, Security ISO, DSO..., Information Security..., Privacy, Privacy Law, Cross-functional Team..., IT Management, Security, Strategy, Mergers & Acquisitions, Leadership, Recruiting, Change Management, Product Management, ITIL, Integration, Data Center, Management, Strategic Partnerships, Entrepreneurship, IT Strategy, Environments, Enterprise Software, Project Management, Data Warehousing, Strategic Planning, Databases, Software Development, Risk Management, ERP, Consulting, Professional Services, Enterprise Architecture, Information Technology, Networking, Business Strategy, Team Leadership, CRM, Cloud Computing, Business Process, Outsourcing, SDLC, Agile Methodologies
Education
Boston College 1982 — 1986
BA, Computer Science & Business Administration
Jaime Bonacorsi Lee Jaime Bonacorsi Lee's Fidelity Investments Experience May 2009 - August 2015
Job President at Made in Mass Communications, Inc.
Industry Financial Services
Experience
Made in Mass Communications, Inc. August 2015 - Present
Fidelity Investments May 2009 - August 2015
Fidelity Investments October 2006 - May 2009
Eagle Tribune Publishing Co. July 2006 - August 2007
Northern Essex Community College January 2005 - May 2005
Skills
Editing, Corporate Communications, Internal Communications, Copy Editing, Content Development, Copywriting, Public Speaking, Web Content, Strategic Communications, Newsletters, Research, Marketing Communications, Social Media, Strategy, Microsoft Excel, Financial Analysis, Financial Services, Investments, Management, Microsoft Office
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
Boston College 2003 — 2005
M.A., English
University of New Hampshire-Manchester 1998 — 2003
B.A., English
Made in Mass Communications, Inc. August 2015 - Present
Fidelity Investments May 2009 - August 2015
Fidelity Investments October 2006 - May 2009
Eagle Tribune Publishing Co. July 2006 - August 2007
Northern Essex Community College January 2005 - May 2005
Skills
Editing, Corporate Communications, Internal Communications, Copy Editing, Content Development, Copywriting, Public Speaking, Web Content, Strategic Communications, Newsletters, Research, Marketing Communications, Social Media, Strategy, Microsoft Excel, Financial Analysis, Financial Services, Investments, Management, Microsoft Office
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
Boston College 2003 — 2005
M.A., English
University of New Hampshire-Manchester 1998 — 2003
B.A., English
Dany Letourneau's Fidelity Investments Experience October 2012 - December 2014
Job Financial Services Executive: WC Client Experience | Continuous Improvement | Assoc Dev | Business Partner Collaboration
Industry Financial Services
Experience
Fidelity Investments October 2012 - December 2014
Fidelity Investments July 2005 - October 2012
Fidelity Investments February 2005 - July 2005
Fidelity Investments February 1999 - July 2005
Fidelity Investments April 1995 - February 1999
440 Financial Group January 1991 - April 1995
Keystone Group, Inc. September 1986 - December 1990
Skills
Financial Services, Series 7, Series 24, Series 63, Mutual Funds, Securities, Risk Management, Vendor Management, Project Management, Strategic Planning, Associate Development, Client Relationships..., Team Building, Teamwork, Operations Management, Client Services, Process Improvement, Business Analysis, Performance Metrics, Mentoring, Job Coaching, Investments, Management, Manage client..., Problem Solving, Customer Experience, Expense Management
Education
Boston College 1980 — 1984
BA, Political Science
Fidelity Investments October 2012 - December 2014
Fidelity Investments July 2005 - October 2012
Fidelity Investments February 2005 - July 2005
Fidelity Investments February 1999 - July 2005
Fidelity Investments April 1995 - February 1999
440 Financial Group January 1991 - April 1995
Keystone Group, Inc. September 1986 - December 1990
Skills
Financial Services, Series 7, Series 24, Series 63, Mutual Funds, Securities, Risk Management, Vendor Management, Project Management, Strategic Planning, Associate Development, Client Relationships..., Team Building, Teamwork, Operations Management, Client Services, Process Improvement, Business Analysis, Performance Metrics, Mentoring, Job Coaching, Investments, Management, Manage client..., Problem Solving, Customer Experience, Expense Management
Education
Boston College 1980 — 1984
BA, Political Science
Katie West's Fidelity Investments Experience August 2007 - November 2009
Job Director of Strategy & Operations at Groupon
Industry Information Technology and Services
Experience
Groupon September 2012 - Present
Groupon April 2014 - June 2015
Groupon January 2011 - August 2012
Groupon September 2010 - September 2011
Lightbank January 2010 - August 2010
Fidelity Investments August 2007 - November 2009
Skills
Analytics, Product Development, Product Management, Financial Modeling, Operations, Project Management, Management, Entrepreneurship, Business Strategy, Global Projects, Process Engineering, Online Travel
Education
Boston College 2003 — 2007
Bachelor's Degree, Finance
Xavier College Preparatory 1999 — 2003
High School
Groupon September 2012 - Present
Groupon April 2014 - June 2015
Groupon January 2011 - August 2012
Groupon September 2010 - September 2011
Lightbank January 2010 - August 2010
Fidelity Investments August 2007 - November 2009
Skills
Analytics, Product Development, Product Management, Financial Modeling, Operations, Project Management, Management, Entrepreneurship, Business Strategy, Global Projects, Process Engineering, Online Travel
Education
Boston College 2003 — 2007
Bachelor's Degree, Finance
Xavier College Preparatory 1999 — 2003
High School
Faizan Javed's Fidelity Investments Experience June 2015 - August 2015
Job Google Student Ambassador at Boston College
Industry Financial Services
Experience
Google June 2014 - Present
Fidelity Investments June 2015 - August 2015
Deloitte July 2015 - July 2015
Google June 2015 - June 2015
Liberty Mutual Insurance June 2015 - June 2015
Gweepi Medical January 2015 - May 2015
Zaffre Investments May 2014 - May 2015
Boston College March 2014 - January 2015
Nxtfour, Inc. March 2014 - September 2014
Modern Guild June 2014 - August 2014
Education
Boston College 2013 — 2017
B.S in Finance and Business Analytics; Minor in Computer Science
Dr. Ronald E. McNair Academic High School 2009 — 2013
Google June 2014 - Present
Fidelity Investments June 2015 - August 2015
Deloitte July 2015 - July 2015
Google June 2015 - June 2015
Liberty Mutual Insurance June 2015 - June 2015
Gweepi Medical January 2015 - May 2015
Zaffre Investments May 2014 - May 2015
Boston College March 2014 - January 2015
Nxtfour, Inc. March 2014 - September 2014
Modern Guild June 2014 - August 2014
Education
Boston College 2013 — 2017
B.S in Finance and Business Analytics; Minor in Computer Science
Dr. Ronald E. McNair Academic High School 2009 — 2013
Steffan Berelowitz Steffan Berelowitz's Fidelity Investments Experience 1994 - 1995
Job Vice President Digital Platforms at Travel Tripper
Industry Information Technology and Services
Experience
Travel Tripper 2015 - Present
Bluetrain.io 2010 - 2015
Bit Group, Inc. 1995 - 2010
Jewish Community Centers of Greater Boston 2004 - 2007
Mass Technology Leadership Council 2001 - 2006
Fidelity Investments 1994 - 1995
ArtNet 1993 - 1994
Skills
SaaS, Web Development, Mobile Internet, Corporate Development, Interaction Design, Mobile Marketing, Consulting, Inbound Marketing, Entrepreneurship, Mobile Devices, E-commerce, SEO, Start-ups, Marketing, Business Development, Web Applications, Mobile Applications, Enterprise Software, Venture Capital, Strategy, Management, Creative Direction, Social Media, Product Management, Strategic Partnerships, Salesforce.com, Lead Generation, Go-to-market Strategy, Web Analytics, User Experience, Product Marketing, Marketing Strategy, Web Marketing, Marketing Automation, Online Marketing, Interactive Marketing, SEM, Analytics, Digital Marketing, Information Architecture
Education
Boston College 1988 — 1992
BA, Magna Cum Laude
Oxford University 1990 — 1991
Travel Tripper 2015 - Present
Bluetrain.io 2010 - 2015
Bit Group, Inc. 1995 - 2010
Jewish Community Centers of Greater Boston 2004 - 2007
Mass Technology Leadership Council 2001 - 2006
Fidelity Investments 1994 - 1995
ArtNet 1993 - 1994
Skills
SaaS, Web Development, Mobile Internet, Corporate Development, Interaction Design, Mobile Marketing, Consulting, Inbound Marketing, Entrepreneurship, Mobile Devices, E-commerce, SEO, Start-ups, Marketing, Business Development, Web Applications, Mobile Applications, Enterprise Software, Venture Capital, Strategy, Management, Creative Direction, Social Media, Product Management, Strategic Partnerships, Salesforce.com, Lead Generation, Go-to-market Strategy, Web Analytics, User Experience, Product Marketing, Marketing Strategy, Web Marketing, Marketing Automation, Online Marketing, Interactive Marketing, SEM, Analytics, Digital Marketing, Information Architecture
Education
Boston College 1988 — 1992
BA, Magna Cum Laude
Oxford University 1990 — 1991
Nicholas Santaniello's Fidelity Investments Experience January 2014 - Present
Job Senior Manager, Digital Marketing and Acquisitions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
John Hancock Financial Services June 2003 - January 2014
Education
Northeastern University - Graduate School of Business Administration 2004 — 2006
MBA, Business
Boston College 1999 — 2003
Bachelor of Arts, Computer Science, Communications
Fidelity Investments January 2014 - Present
John Hancock Financial Services June 2003 - January 2014
Education
Northeastern University - Graduate School of Business Administration 2004 — 2006
MBA, Business
Boston College 1999 — 2003
Bachelor of Arts, Computer Science, Communications
Debra Orr's Fidelity Investments Experience September 1990 - 2002
Job Chief Information Officer and Associate Vice President of Administration at Simmons College
Industry Information Technology and Services
Experience
Simmons College March 2015 - Present
Simmons College March 2010 - March 2015
Harvard College July 2005 - March 2010
Fidelity Investments September 1990 - 2002
Skills
IT Strategy, Leadership, Information Technology, Enterprise Software, IT Service Management, Higher Education, Management, Project Planning, IT Management, Business Intelligence, Program Management, Educational Technology, IT Operations, Consulting, Software Documentation, E-Learning, Distance Learning, Strategic Vision, Vendor Management, Start-ups, System Administration, Instructional Technology, Security, Staff Development, Knowledge Management, Project Delivery, Governance, Integration, Program Development, Technical Leadership, Digital Strategy, Project Management, Budgets, Instructional Design, Innovation, online education, Change Management, P&L Budget Management, Budget Process, Process Engineering, Staff Management, Start-up Ventures, Strategic Planning, Team Leadership, Team Building
Education
Boston College
BA - cum laude, Business/Computer Science
Simmons College March 2015 - Present
Simmons College March 2010 - March 2015
Harvard College July 2005 - March 2010
Fidelity Investments September 1990 - 2002
Skills
IT Strategy, Leadership, Information Technology, Enterprise Software, IT Service Management, Higher Education, Management, Project Planning, IT Management, Business Intelligence, Program Management, Educational Technology, IT Operations, Consulting, Software Documentation, E-Learning, Distance Learning, Strategic Vision, Vendor Management, Start-ups, System Administration, Instructional Technology, Security, Staff Development, Knowledge Management, Project Delivery, Governance, Integration, Program Development, Technical Leadership, Digital Strategy, Project Management, Budgets, Instructional Design, Innovation, online education, Change Management, P&L Budget Management, Budget Process, Process Engineering, Staff Management, Start-up Ventures, Strategic Planning, Team Leadership, Team Building
Education
Boston College
BA - cum laude, Business/Computer Science
Deborah Beaudette Richard's Fidelity Investments Experience August 1996 - June 1999
Job Marketing Communications Specialist
Industry Higher Education
Experience
Suffolk University January 2007 - June 2011
Suffolk University January 2001 - June 2005
Spire June 1999 - June 2000
Fidelity Investments August 1996 - June 1999
Putnam Investments October 1993 - August 1996
Lehman Brothers (in Administration) September 1989 - August 1993
Scudder Investments July 1988 - September 1989
Skills
Marketing Communications, Project Management, Presentations, Marketing, Editing, Management, Program Management, Product Marketing, Strategic Planning, Marketing Management, Sales, Financial Services, Public Relations
Education
Boston College 1984 — 1988
BS, Marketing
Suffolk University January 2007 - June 2011
Suffolk University January 2001 - June 2005
Spire June 1999 - June 2000
Fidelity Investments August 1996 - June 1999
Putnam Investments October 1993 - August 1996
Lehman Brothers (in Administration) September 1989 - August 1993
Scudder Investments July 1988 - September 1989
Skills
Marketing Communications, Project Management, Presentations, Marketing, Editing, Management, Program Management, Product Marketing, Strategic Planning, Marketing Management, Sales, Financial Services, Public Relations
Education
Boston College 1984 — 1988
BS, Marketing
Jason Canavan's Fidelity Investments Experience May 2015 - August 2015
Job Student at Boston College
Industry
Experience
Fidelity Investments May 2015 - August 2015
Peter Sanborn Place, Homecare, and Day Services December 2012 - December 2014
Peter Sanborn Place, Homecare, and Day Services December 2010 - December 2012
YMCA of Greater Boston May 2012 - August 2012
Skills
Time Management, Billing, Resident Services, Flexibility, Strategic Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Access, Nonprofits, Fundraising
Education
Boston College 2014 — 2018
Bachelor of Science in Management Concentration in Finance, Bachelor of Arts International Studies
Phillips Academy 2010 — 2014
Fidelity Investments May 2015 - August 2015
Peter Sanborn Place, Homecare, and Day Services December 2012 - December 2014
Peter Sanborn Place, Homecare, and Day Services December 2010 - December 2012
YMCA of Greater Boston May 2012 - August 2012
Skills
Time Management, Billing, Resident Services, Flexibility, Strategic Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Access, Nonprofits, Fundraising
Education
Boston College 2014 — 2018
Bachelor of Science in Management Concentration in Finance, Bachelor of Arts International Studies
Phillips Academy 2010 — 2014
John J DeMassi's Fidelity Investments Experience March 2008 - June 2014
Job QA and Process Improvement Leader with 20+ years experience
Industry Information Technology and Services
Experience
Liberty Mutual Insurance December 2014 - Present
Fidelity Investments March 2008 - June 2014
Veritude September 2007 - February 2008
Ciber May 2005 - September 2007
CVS March 2004 - February 2005
Fidelity Investments March 2003 - March 2004
Ardais Corporation May 2000 - May 2003
Commerce.TV April 1999 - April 2000
Caretools, Inc April 1997 - April 1999
PricewaterhouseCoopers February 1996 - March 1997
Skills
SDLC, Agile Methodologies, Quality Assurance, Requirements Analysis, Software Quality..., User Acceptance Testing, Quality Center, Waterfall, Software Project..., Testing, Business Analysis, Process Improvement, Program Management, SQL, Test Automation, Outsourcing, Performance Testing, Requirements Gathering, Management, Leadership, Project Planning, Product Management, Agile Project Management, Software Development, Integration, Cross-functional Team..., Vendor Management, Business Process, Consulting
Education
Boston College 1983 — 1987
BS, Physics/Pre-Med
Liberty Mutual Insurance December 2014 - Present
Fidelity Investments March 2008 - June 2014
Veritude September 2007 - February 2008
Ciber May 2005 - September 2007
CVS March 2004 - February 2005
Fidelity Investments March 2003 - March 2004
Ardais Corporation May 2000 - May 2003
Commerce.TV April 1999 - April 2000
Caretools, Inc April 1997 - April 1999
PricewaterhouseCoopers February 1996 - March 1997
Skills
SDLC, Agile Methodologies, Quality Assurance, Requirements Analysis, Software Quality..., User Acceptance Testing, Quality Center, Waterfall, Software Project..., Testing, Business Analysis, Process Improvement, Program Management, SQL, Test Automation, Outsourcing, Performance Testing, Requirements Gathering, Management, Leadership, Project Planning, Product Management, Agile Project Management, Software Development, Integration, Cross-functional Team..., Vendor Management, Business Process, Consulting
Education
Boston College 1983 — 1987
BS, Physics/Pre-Med
Randy Tibbetts's Fidelity Investments Experience July 2006 - August 2008
Job IT Consultant / Security Evangelist
Industry Information Technology and Services
Experience
VSS, LLC September 2008 - Present
Fidelity Investments July 2006 - August 2008
Fidelity Investments February 2004 - July 2006
T-Mobile July 2003 - January 2004
Skills
Enterprise Security, Compliance Management, Risk Management, Data Governance, Information Management, Master Data Management, Data Privacy, Relationship Management, Security, Project Management, Strategy, Solution Selling, Program Management, Management, Analysis, Enterprise Software, Business Intelligence, Leadership, Virtualization, Business Development
Education
Boston College 1998 — 2002
BS, Management, Marketing & Finance
Concord Carlisle High School 1994 — 1998
VSS, LLC September 2008 - Present
Fidelity Investments July 2006 - August 2008
Fidelity Investments February 2004 - July 2006
T-Mobile July 2003 - January 2004
Skills
Enterprise Security, Compliance Management, Risk Management, Data Governance, Information Management, Master Data Management, Data Privacy, Relationship Management, Security, Project Management, Strategy, Solution Selling, Program Management, Management, Analysis, Enterprise Software, Business Intelligence, Leadership, Virtualization, Business Development
Education
Boston College 1998 — 2002
BS, Management, Marketing & Finance
Concord Carlisle High School 1994 — 1998
Patrick McMorran Patrick McMorran's Fidelity Investments Experience February 2012 - May 2015
Job Results Oriented Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments February 2012 - May 2015
Fidelity Investments September 2011 - January 2012
PROXY Governance Inc. August 2009 - December 2010
Fidelity Investments December 2004 - June 2008
Fidelity Investments Institutional Services Company July 2002 - December 2004
Fidelity Investments 1999 - 2002
Fidelity Investmetns Instutitional Services Company 1995 - 1999
Toronto Blue Jays February 1992 - September 1995
Onondaga Sports Medicine August 1990 - February 1992
Skills
Product Management, Agile Methodologies, Business Analysis, Relationship Management, Mutual Funds, Investments, Financial Services, Retirement, Strategic Planning, Business Development, Strategy, Management, Portfolio Management, Asset Management, CRM, Wealth Management, Marketing, Leadership, Finance, Salesforce.com
Education
Suffolk University 1999 — 2004
MBA
Syracuse University 1988 — 1990
MS
Boston College 1984 — 1988
BA
Fidelity Investments February 2012 - May 2015
Fidelity Investments September 2011 - January 2012
PROXY Governance Inc. August 2009 - December 2010
Fidelity Investments December 2004 - June 2008
Fidelity Investments Institutional Services Company July 2002 - December 2004
Fidelity Investments 1999 - 2002
Fidelity Investmetns Instutitional Services Company 1995 - 1999
Toronto Blue Jays February 1992 - September 1995
Onondaga Sports Medicine August 1990 - February 1992
Skills
Product Management, Agile Methodologies, Business Analysis, Relationship Management, Mutual Funds, Investments, Financial Services, Retirement, Strategic Planning, Business Development, Strategy, Management, Portfolio Management, Asset Management, CRM, Wealth Management, Marketing, Leadership, Finance, Salesforce.com
Education
Suffolk University 1999 — 2004
MBA
Syracuse University 1988 — 1990
MS
Boston College 1984 — 1988
BA
Paul Kovacev's Fidelity Investments Experience January 2002 - March 2008
Job Implementations Consultant at Milestone Group
Industry Financial Services
Experience
Milestone Group April 2014 - Present
Massachusetts State Department of Transportation October 2013 - March 2014
Brown Brothers Harriman May 2011 - July 2013
JPMorgan Chase March 2010 - June 2010
Fidelity Investments January 2002 - March 2008
Fidelity Investments April 2000 - January 2002
Fidelity Investments August 1998 - April 2000
Investors Bank & Trust March 1997 - August 1998
Skills
Equities, Portfolio Management, Asset Management, Mutual Funds, Financial Services, Securities, 5500 Reporting, Eagle PACE, Eagle STAR, PL / SQL, Oracle databases, Business Analysis, Project Management, SDLC
Education
Boston College 1987 — 1991
BS, Finance
Milestone Group April 2014 - Present
Massachusetts State Department of Transportation October 2013 - March 2014
Brown Brothers Harriman May 2011 - July 2013
JPMorgan Chase March 2010 - June 2010
Fidelity Investments January 2002 - March 2008
Fidelity Investments April 2000 - January 2002
Fidelity Investments August 1998 - April 2000
Investors Bank & Trust March 1997 - August 1998
Skills
Equities, Portfolio Management, Asset Management, Mutual Funds, Financial Services, Securities, 5500 Reporting, Eagle PACE, Eagle STAR, PL / SQL, Oracle databases, Business Analysis, Project Management, SDLC
Education
Boston College 1987 — 1991
BS, Finance
Jessica Danforth Jessica Danforth's Fidelity Investments Experience January 2011 - February 2014
Job Senior Account Manager at Zenefits
Industry Computer Software
Experience
Zenefits July 2015 - Present
Zenefits February 2015 - July 2015
The Simama Project February 2014 - February 2014
Fidelity Investments January 2011 - February 2014
OpenView Labs 2010 - January 2011
Central Desktop 2010 - January 2011
Kortenhaus Communications June 2006 - October 2009
Skills
Salesforce.com, Social Media, Venture Capital, Business Development, Leadership, Strategic Partnerships, Social Media Marketing, SaaS, Lead Generation, Entrepreneurship, Marketing Strategy, New Business Development, Relationship Management, Strategic Planning, Financial Services, Public Relations, Account Management, B2B, Project Management, Public Speaking, Business Strategy
Education
Boston College 2002 — 2006
Communications & Art History, Cumulative GPA: 3.75
St. Mark's School 1997 — 2002
Richmond, The American International University in London
Study Abroad in Florence, Italy, Cumulative GPA: 4.0
Zenefits July 2015 - Present
Zenefits February 2015 - July 2015
The Simama Project February 2014 - February 2014
Fidelity Investments January 2011 - February 2014
OpenView Labs 2010 - January 2011
Central Desktop 2010 - January 2011
Kortenhaus Communications June 2006 - October 2009
Skills
Salesforce.com, Social Media, Venture Capital, Business Development, Leadership, Strategic Partnerships, Social Media Marketing, SaaS, Lead Generation, Entrepreneurship, Marketing Strategy, New Business Development, Relationship Management, Strategic Planning, Financial Services, Public Relations, Account Management, B2B, Project Management, Public Speaking, Business Strategy
Education
Boston College 2002 — 2006
Communications & Art History, Cumulative GPA: 3.75
St. Mark's School 1997 — 2002
Richmond, The American International University in London
Study Abroad in Florence, Italy, Cumulative GPA: 4.0
Linda Parnham Linda Parnham's Fidelity Investments Experience March 1994 - July 2008
Job Program Manager and Sr. Usability Specialist at Farm Design, Inc.
Industry Medical Devices
Experience
Farm Design, Inc. March 2010 - Present
Insulet Corporation 2014 - 2015
Insulet Corporation 2014 - 2015
Monster July 2008 - February 2010
Fidelity Investments March 1994 - July 2008
Ciba Corning September 1993 - February 1994
Interleaf September 1992 - August 1993
Skills
Usability Testing, User Experience, Task Analysis, Prototype, User Interface, Usability, Interaction Design, Web Design, User Research, Information Architecture, User Interface Design, Persona, Information Design, Wireframes, Human Factors, User Experience Design, Wire Framing, Contextual Inquiry, Usability Engineering, User Scenarios, Experience Design, Field Research, Medical Devices, Project Management, Heuristic Evaluation
Education
Boston College
University of Michigan
Human Factors Program
Farm Design, Inc. March 2010 - Present
Insulet Corporation 2014 - 2015
Insulet Corporation 2014 - 2015
Monster July 2008 - February 2010
Fidelity Investments March 1994 - July 2008
Ciba Corning September 1993 - February 1994
Interleaf September 1992 - August 1993
Skills
Usability Testing, User Experience, Task Analysis, Prototype, User Interface, Usability, Interaction Design, Web Design, User Research, Information Architecture, User Interface Design, Persona, Information Design, Wireframes, Human Factors, User Experience Design, Wire Framing, Contextual Inquiry, Usability Engineering, User Scenarios, Experience Design, Field Research, Medical Devices, Project Management, Heuristic Evaluation
Education
Boston College
University of Michigan
Human Factors Program
Nicole Nadeau's Fidelity Investments Experience April 2004 - August 2011
Job Head of HR at Crosby Company of New Hampshire
Industry Financial Services
Experience
Beacon Trust Company October 2010 - Present
Fidelity Investments April 2004 - August 2011
Merrill Lynch 1999 - 2002
Sterling Office Services 1994 - 1999
Skills
Onboarding, Talent Acquisition, Talent Management, Financial Services, Succession Planning, Recruiting, Performance Management, Human Resources, Employee Relations, Organizational..., Organizational Design, Executive Search, HRIS, Interviews, Leadership, Employee Benefits, Management, Change Management, Consulting, Leadership Development
Education
Boston College 1991 — 1995
Bachelor of Science (BS), Psychology
Beacon Trust Company October 2010 - Present
Fidelity Investments April 2004 - August 2011
Merrill Lynch 1999 - 2002
Sterling Office Services 1994 - 1999
Skills
Onboarding, Talent Acquisition, Talent Management, Financial Services, Succession Planning, Recruiting, Performance Management, Human Resources, Employee Relations, Organizational..., Organizational Design, Executive Search, HRIS, Interviews, Leadership, Employee Benefits, Management, Change Management, Consulting, Leadership Development
Education
Boston College 1991 — 1995
Bachelor of Science (BS), Psychology
Frank Sweeney's Fidelity Investments Experience March 1996 - March 2004
Job Sr. Global Account Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance March 2004 - Present
Fidelity Investments March 1996 - March 2004
Skills
Mutual Funds, Investments, Series 7, Separately Managed..., Alternative Investments, Asset Management, Investment Management, Financial Services, Sales Management, Asset Allocation, Series 63
Education
Boston College
Bachelor of Science (BS), Accounting
Boston College - Wallace E. Carroll Graduate School of Management
Masters of Science In Finance MSF
Eaton Vance March 2004 - Present
Fidelity Investments March 1996 - March 2004
Skills
Mutual Funds, Investments, Series 7, Separately Managed..., Alternative Investments, Asset Management, Investment Management, Financial Services, Sales Management, Asset Allocation, Series 63
Education
Boston College
Bachelor of Science (BS), Accounting
Boston College - Wallace E. Carroll Graduate School of Management
Masters of Science In Finance MSF
Mike DiPierro Mike DiPierro's Fidelity Investments Experience January 2000 - January 2005
Job Growth Operations at athenahealth: Cloudbased services for medical groups and health systems
Industry Information Technology and Services
Experience
athenahealth July 2012 - Present
iContact July 2011 - June 2012
Kenan-Flagler Business School July 2009 - May 2011
AnalyticsCamp 2009 - May 2011
athenahealth June 2010 - November 2010
J. Robert Scott 2000 - June 2009
CompStudy 2000 - 2009
Fidelity Investments January 2000 - January 2005
Fidelity Investments January 1999 - January 2000
Skills
Business Strategy, Analytics, Healthcare, Entrepreneurship, Marketing Strategy, Product Development, Data Analysis, Business Analysis, Business Intelligence, Financial Analysis, Web Analytics, Salesforce.com, Sales Operations, Start-ups, Product Management, CRM, Strategy, Competitive Analysis, Budgets, Strategic Partnerships, Team Leadership, Integrated Marketing, Market Analysis, Management Consulting, Enterprise Software, Forecasting, Team Building, Change Management, Strategic Planning, Process Improvement, Project Planning, Venture Capital, SaaS, Business Development, Finance, Sales Process, Recruiting, Marketing, Digital Marketing, Leadership, Financial Modeling, E-commerce, Analysis, Management, Cross-functional Team..., Project Management, Consulting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Entrepreneurship, General Management
Boston College 1997 — 2000
BS, Finance & Computer Science
athenahealth July 2012 - Present
iContact July 2011 - June 2012
Kenan-Flagler Business School July 2009 - May 2011
AnalyticsCamp 2009 - May 2011
athenahealth June 2010 - November 2010
J. Robert Scott 2000 - June 2009
CompStudy 2000 - 2009
Fidelity Investments January 2000 - January 2005
Fidelity Investments January 1999 - January 2000
Skills
Business Strategy, Analytics, Healthcare, Entrepreneurship, Marketing Strategy, Product Development, Data Analysis, Business Analysis, Business Intelligence, Financial Analysis, Web Analytics, Salesforce.com, Sales Operations, Start-ups, Product Management, CRM, Strategy, Competitive Analysis, Budgets, Strategic Partnerships, Team Leadership, Integrated Marketing, Market Analysis, Management Consulting, Enterprise Software, Forecasting, Team Building, Change Management, Strategic Planning, Process Improvement, Project Planning, Venture Capital, SaaS, Business Development, Finance, Sales Process, Recruiting, Marketing, Digital Marketing, Leadership, Financial Modeling, E-commerce, Analysis, Management, Cross-functional Team..., Project Management, Consulting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Entrepreneurship, General Management
Boston College 1997 — 2000
BS, Finance & Computer Science
David Schulte's Fidelity Investments Experience 2006 - 2009
Job Lead IT Business Analyst at Duke Energy Corporation
Industry Internet
Experience
Duke Energy Corporation January 2015 - Present
Duke Energy August 2009 - December 2014
Fidelity Investments 2006 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 2003 - 2004
Fidelity Investments June 2001 - 2003
Fidelity Investments 1997 - 2001
Skills
Apache, SQL, Software Development, .NET, Databases, C#, ASP.NET, Unix, SDLC, Agile & Waterfall..., Energy, Financial Services, Java, JavaScript, VBScript, Agile Methodologies, ASP, Oracle, Integration, Testing, Requirements Analysis
Education
Boston College 1997 — 2001
BA, Computer Science
Duke Energy Corporation January 2015 - Present
Duke Energy August 2009 - December 2014
Fidelity Investments 2006 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 2003 - 2004
Fidelity Investments June 2001 - 2003
Fidelity Investments 1997 - 2001
Skills
Apache, SQL, Software Development, .NET, Databases, C#, ASP.NET, Unix, SDLC, Agile & Waterfall..., Energy, Financial Services, Java, JavaScript, VBScript, Agile Methodologies, ASP, Oracle, Integration, Testing, Requirements Analysis
Education
Boston College 1997 — 2001
BA, Computer Science
Matthew Gill, CFS's Fidelity Investments Experience May 2000 - December 2002
Job Regional Vice President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life Distributors LLC 2009 - Present
AIG SunAmerica December 2002 - April 2009
Fidelity Investments May 2000 - December 2002
Skills
Mutual Funds, Series 63, Fixed Annuities, Insurance, Financial Services, Financial Advisory, Series 6, Marketing, Variable Annuities, Training, Public Speaking, Program Management, Retirement Planning, Retirement, Alternative Investments, 401k, Investments, Wealth Management, Asset Allocation
Education
Boston College 1996 — 2000
BA, Economics & Communications
Bishop Hendricken 1992 — 1996
Jackson National Life Distributors LLC 2009 - Present
AIG SunAmerica December 2002 - April 2009
Fidelity Investments May 2000 - December 2002
Skills
Mutual Funds, Series 63, Fixed Annuities, Insurance, Financial Services, Financial Advisory, Series 6, Marketing, Variable Annuities, Training, Public Speaking, Program Management, Retirement Planning, Retirement, Alternative Investments, 401k, Investments, Wealth Management, Asset Allocation
Education
Boston College 1996 — 2000
BA, Economics & Communications
Bishop Hendricken 1992 — 1996
Randal Kenworthy's Fidelity Investments Experience 1993 - 1996
Job Practice Director, Manufacturing and Energy at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems October 2008 - Present
Wipro Technologies April 2000 - October 2008
Nervewire, Acquired by Wipro 2000 - 2002
Ernst & Young 1997 - 2000
Fidelity Investments 1993 - 1996
Aon Hewitt September 1991 - 1993
Skills
IT Strategy, Business Process..., Business Model..., Architecture, Business Architecture, Finance, Professional Services, Cloud Computing, Program Management, Business Intelligence, Management Consulting, Business Process Design, Product Management, Cross-functional Team..., Business Strategy
Education
Yale University - Yale School of Management 1995 — 1997
MBA, Strategy and Finance
Boston College 1987 — 1991
BS, Honors Program - Carroll School of Management, Information Systems, Human Resource Management
MIT 2013 — 2013
Executive Education, Organizational Leadership
Regis High School 1983 — 1987
Cisco Systems October 2008 - Present
Wipro Technologies April 2000 - October 2008
Nervewire, Acquired by Wipro 2000 - 2002
Ernst & Young 1997 - 2000
Fidelity Investments 1993 - 1996
Aon Hewitt September 1991 - 1993
Skills
IT Strategy, Business Process..., Business Model..., Architecture, Business Architecture, Finance, Professional Services, Cloud Computing, Program Management, Business Intelligence, Management Consulting, Business Process Design, Product Management, Cross-functional Team..., Business Strategy
Education
Yale University - Yale School of Management 1995 — 1997
MBA, Strategy and Finance
Boston College 1987 — 1991
BS, Honors Program - Carroll School of Management, Information Systems, Human Resource Management
MIT 2013 — 2013
Executive Education, Organizational Leadership
Regis High School 1983 — 1987
Noland Izar, MBA's Fidelity Investments Experience October 2000 - December 2001
Job
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2014 - Present
Credit Suisse June 2012 - Present
IZAR ASSOCIATES, INC October 2004 - July 2012
JENNISON ASSOCIATES, LLC January 2002 - October 2004
Fidelity Investments October 2000 - December 2001
Skills
Program Management, Risk Management, Project Management, SDLC
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Management & Finance
Boston College 1997 — 2001
BS, MIS
J.P. Morgan Asset Management August 2014 - Present
Credit Suisse June 2012 - Present
IZAR ASSOCIATES, INC October 2004 - July 2012
JENNISON ASSOCIATES, LLC January 2002 - October 2004
Fidelity Investments October 2000 - December 2001
Skills
Program Management, Risk Management, Project Management, SDLC
Education
Fordham Gabelli School of Business 2008 — 2010
MBA, Management & Finance
Boston College 1997 — 2001
BS, MIS
Justin Tease's Fidelity Investments Experience June 2008 - August 2008
Job Dir of Implementation; Vermont Health Connect
Industry Government Administration
Experience
State of Vermont - Department of Vermont Health Access May 2012 - Present
Deloitte Consulting September 2009 - May 2012
Boston College Student Agencies January 2008 - May 2009
Boston College September 2007 - May 2009
Fidelity Investments June 2008 - August 2008
Deloitte Consulting July 2001 - July 2007
Fidelity Investments May 2000 - September 2000
Skills
Project Management, Business Analysis, Cross-functional Team..., Management Consulting, Health Insurance, Change Management, SDLC, Healthcare Information..., Leadership, Insurance, Healthcare IT, Agile Project Management, Program Management, Process Engineering, State Government
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Competitive Service Delivery
Boston College 1997 — 2001
BA, Computer Science
State of Vermont - Department of Vermont Health Access May 2012 - Present
Deloitte Consulting September 2009 - May 2012
Boston College Student Agencies January 2008 - May 2009
Boston College September 2007 - May 2009
Fidelity Investments June 2008 - August 2008
Deloitte Consulting July 2001 - July 2007
Fidelity Investments May 2000 - September 2000
Skills
Project Management, Business Analysis, Cross-functional Team..., Management Consulting, Health Insurance, Change Management, SDLC, Healthcare Information..., Leadership, Insurance, Healthcare IT, Agile Project Management, Program Management, Process Engineering, State Government
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Competitive Service Delivery
Boston College 1997 — 2001
BA, Computer Science
Gregory Ladd's Fidelity Investments Experience June 2002 - Present
Job Vice President Product Management
Industry Financial Services
Experience
Fidelity Investments June 2002 - Present
Deloitte Consulting June 2001 - June 2002
ZEFER September 1999 - June 2001
Waite & Company April 1999 - September 1999
Fidelity Investments July 1997 - April 1999
Greg Ladd Consulting March 1994 - August 1995
Andersen Consulting (Accenture) September 1991 - February 1994
Education
Duke University - The Fuqua School of Business 1995 — 1997
Master Business Administration, Business
Boston College 1987 — 1991
Bachelor of Science, Finance/Operations & Strategic Management
Natick High School 1983 — 1987
Fidelity Investments June 2002 - Present
Deloitte Consulting June 2001 - June 2002
ZEFER September 1999 - June 2001
Waite & Company April 1999 - September 1999
Fidelity Investments July 1997 - April 1999
Greg Ladd Consulting March 1994 - August 1995
Andersen Consulting (Accenture) September 1991 - February 1994
Education
Duke University - The Fuqua School of Business 1995 — 1997
Master Business Administration, Business
Boston College 1987 — 1991
Bachelor of Science, Finance/Operations & Strategic Management
Natick High School 1983 — 1987
Deb DeIeso's Fidelity Investments Experience 2001 - 2010
Job Software Development and Program Management Professional
Industry Information Technology and Services
Experience
OptumInsight 2011 - Present
Fidelity Investments 2001 - 2010
PrimeCloud, Inc. 2000 - 2001
SalesBook Systems, Inc. 1991 - 2000
Dead River Company 1989 - 1991
Prime Computer 1982 - 1989
Skills
Program Management, Software Engineering, Agile, Scrum
Education
Boston College
BS, Mathematics
OptumInsight 2011 - Present
Fidelity Investments 2001 - 2010
PrimeCloud, Inc. 2000 - 2001
SalesBook Systems, Inc. 1991 - 2000
Dead River Company 1989 - 1991
Prime Computer 1982 - 1989
Skills
Program Management, Software Engineering, Agile, Scrum
Education
Boston College
BS, Mathematics
Michele Perrotti's Fidelity Investments Experience April 2009 - Present
Job Vice President, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2009 - Present
MFS Investment Management March 2005 - November 2008
PricewaterhouseCoopers August 1994 - February 2005
Skills
COSO, Mutual Funds, FINRA, Operational Risk..., Investment Management, Hedge Funds, Alternative Investments, Financial Services, Sarbanes-Oxley, Corporate Actions, Asset Managment, Series 63, Series 7, Financial Risk, Sarbanes-Oxley Act, Equities, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Fixed Income, Securities, Fund Accounting, Investment Advisory, Investments, Portfolio Management, Risk Management, Wealth Management
Education
Boston College 1990 — 1994
Bachelors of Science, Business Management/Maketing
Fidelity Investments April 2009 - Present
MFS Investment Management March 2005 - November 2008
PricewaterhouseCoopers August 1994 - February 2005
Skills
COSO, Mutual Funds, FINRA, Operational Risk..., Investment Management, Hedge Funds, Alternative Investments, Financial Services, Sarbanes-Oxley, Corporate Actions, Asset Managment, Series 63, Series 7, Financial Risk, Sarbanes-Oxley Act, Equities, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Fixed Income, Securities, Fund Accounting, Investment Advisory, Investments, Portfolio Management, Risk Management, Wealth Management
Education
Boston College 1990 — 1994
Bachelors of Science, Business Management/Maketing
Elisabeth Brady's Fidelity Investments Experience May 2008 - May 2014
Job Marketing Communications Specialist
Industry Publishing
Experience
ELB Editorial Services December 2001 - Present
Fidelity Investments May 2008 - May 2014
RISI October 2007 - January 2008
Carnegie Communications 2007 - 2007
Print Savvy, Inc. 2001 - 2005
Print Savvy, Inc. 2001 - 2005
Print Savvy, Inc. 2001 - 2005
Fidelity Investments September 2000 - January 2002
Appalachian Mountain Club 1995 - 2000
Emory Healthcare September 1992 - August 1995
Skills
Publishing, Content Management, Content Development, Email Marketing, Digital Marketing, Integrated Marketing, Internal Communications, Brochures, Direct Marketing
Education
Boston College 1985 — 1989
BA, Political Science
ELB Editorial Services December 2001 - Present
Fidelity Investments May 2008 - May 2014
RISI October 2007 - January 2008
Carnegie Communications 2007 - 2007
Print Savvy, Inc. 2001 - 2005
Print Savvy, Inc. 2001 - 2005
Print Savvy, Inc. 2001 - 2005
Fidelity Investments September 2000 - January 2002
Appalachian Mountain Club 1995 - 2000
Emory Healthcare September 1992 - August 1995
Skills
Publishing, Content Management, Content Development, Email Marketing, Digital Marketing, Integrated Marketing, Internal Communications, Brochures, Direct Marketing
Education
Boston College 1985 — 1989
BA, Political Science
Kathleen Gallanar's Fidelity Investments Experience June 2000 - March 2011
Job Talent Development Director at Shawmut Design and Construction
Industry Human Resources
Experience
Shawmut Design and Construction November 2014 - Present
ConBrio April 2011 - December 2014
Fidelity Investments June 2000 - March 2011
General Electric January 1998 - May 2000
American Express May 1994 - January 1998
Continental Airlines 1986 - 1994
Eastern Airlines 1986 - 1988
Skills
Change Management, Organizational..., Executive Coaching, Leadership Development, 360 Feedback, Coaching, Workshop Facilitation, Organizational..., Talent Management, Curriculum Design, Culture Change, Training, Management Development, Management, Workforce Planning, Instructional Design, Leadership, Human Resources, Program Management, Onboarding, Recruiting, Team Building
Education
Lesley University 1998 — 2000
Masters, Training & Development
Boston College 1982 — 1986
Marketing, Marketing
Shawmut Design and Construction November 2014 - Present
ConBrio April 2011 - December 2014
Fidelity Investments June 2000 - March 2011
General Electric January 1998 - May 2000
American Express May 1994 - January 1998
Continental Airlines 1986 - 1994
Eastern Airlines 1986 - 1988
Skills
Change Management, Organizational..., Executive Coaching, Leadership Development, 360 Feedback, Coaching, Workshop Facilitation, Organizational..., Talent Management, Curriculum Design, Culture Change, Training, Management Development, Management, Workforce Planning, Instructional Design, Leadership, Human Resources, Program Management, Onboarding, Recruiting, Team Building
Education
Lesley University 1998 — 2000
Masters, Training & Development
Boston College 1982 — 1986
Marketing, Marketing
Karen Balakin's Fidelity Investments Experience 1994 - Present
Job Application Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments Employer Services Company August 1994 - Present
Fidelity Investments 1994 - Present
CVS Support Center December 2002 - August 2004
North Atlantic Energy Service Corporation July 2001 - June 2002
Lotus Development Corporation April 2001 - April 2001
PictureTel 1999 - 2000
TeleSales, Inc. April 1998 - February 1999
PictureTel November 1995 - April 1998
Sales Technologies July 1994 - August 1995
Sales Technologies October 1993 - July 1994
Skills
Software Development, Technical Support, Databases, Lotus Notes, SQL, Agile Methodologies, Requirements Analysis, SDLC, Business Analysis, PL/SQL, Requirements Gathering, Visio, SharePoint
Education
Boston College
BA, Mathematics, Minor Computer Science
Fidelity Investments Employer Services Company August 1994 - Present
Fidelity Investments 1994 - Present
CVS Support Center December 2002 - August 2004
North Atlantic Energy Service Corporation July 2001 - June 2002
Lotus Development Corporation April 2001 - April 2001
PictureTel 1999 - 2000
TeleSales, Inc. April 1998 - February 1999
PictureTel November 1995 - April 1998
Sales Technologies July 1994 - August 1995
Sales Technologies October 1993 - July 1994
Skills
Software Development, Technical Support, Databases, Lotus Notes, SQL, Agile Methodologies, Requirements Analysis, SDLC, Business Analysis, PL/SQL, Requirements Gathering, Visio, SharePoint
Education
Boston College
BA, Mathematics, Minor Computer Science
Robert Ewing's Fidelity Investments Experience June 1990 - February 2002
Job Putnam CoHead Large Cap US Equities
Industry Financial Services
Experience
Putnam Investments November 2008 - Present
RiverSource Investments 2002 - 2008
Fidelity Investments June 1990 - February 2002
Skills
Equities, Equity Research, Portfolio Management, Mutual Funds, Asset Managment, Hedge Funds, Investments, Equity Valuation, Investment Strategies, Investment Management, Financial Modeling, Valuation, Chartered Financial..., Trading
Education
Boston College 1986 — 1990
Bachelor of Science (BS), Finance and Economics
Putnam Investments November 2008 - Present
RiverSource Investments 2002 - 2008
Fidelity Investments June 1990 - February 2002
Skills
Equities, Equity Research, Portfolio Management, Mutual Funds, Asset Managment, Hedge Funds, Investments, Equity Valuation, Investment Strategies, Investment Management, Financial Modeling, Valuation, Chartered Financial..., Trading
Education
Boston College 1986 — 1990
Bachelor of Science (BS), Finance and Economics
Jewon Wee's Fidelity Investments Experience 2003 - 2009
Job
Industry Management Consulting
Experience
Independent Stock Plan Advisors, LLC February 2009 - Present
Global Equity Organization July 2005 - June 2013
Fidelity Investments 2003 - 2009
Ernst & Young 1995 - 2003
Skills
Brokerage, Equity Compensation, Outsourcing Advisory, Product Management, Compliance, Employee Benefits, Tax, Administration, Executive Compensation, Mergers, Vendor Management, Performance Management, Incentive Programs, Process Engineering, Compensation, Strategic Planning, Global HR, Process Improvement, New Business Development, Management Consulting, Business Strategy, Executive Pay, Deferred Compensation, Management, Mergers & Acquisitions, Human Resources, Corporate Governance, Equities, Outsourcing, Business Planning, CRM, Program Management, Financial Services, Leadership, SaaS, Consulting, Finance, Strategy, Project Management, Start-ups, Talent Management, Analysis, Training
Education
Boston College 1991 — 1995
BA, Economics, Art History
Ridgewood High School 1988 — 1991
High School
Indian Hills High School 1987 — 1988
High School
Independent Stock Plan Advisors, LLC February 2009 - Present
Global Equity Organization July 2005 - June 2013
Fidelity Investments 2003 - 2009
Ernst & Young 1995 - 2003
Skills
Brokerage, Equity Compensation, Outsourcing Advisory, Product Management, Compliance, Employee Benefits, Tax, Administration, Executive Compensation, Mergers, Vendor Management, Performance Management, Incentive Programs, Process Engineering, Compensation, Strategic Planning, Global HR, Process Improvement, New Business Development, Management Consulting, Business Strategy, Executive Pay, Deferred Compensation, Management, Mergers & Acquisitions, Human Resources, Corporate Governance, Equities, Outsourcing, Business Planning, CRM, Program Management, Financial Services, Leadership, SaaS, Consulting, Finance, Strategy, Project Management, Start-ups, Talent Management, Analysis, Training
Education
Boston College 1991 — 1995
BA, Economics, Art History
Ridgewood High School 1988 — 1991
High School
Indian Hills High School 1987 — 1988
High School
Sean Cronin's Fidelity Investments Experience 1990 - 1997
Job Regional Vice President, New England Territory at Van Eck Global | Market Vectors ETFs
Industry Financial Services
Experience
Van Eck Global Market Vectors ETFs October 2003 - Present
Fidelity Investments 1990 - 1997
Skills
Commodity Markets, Natural Resources, Emerging Markets, Alternative Investments, Salesforce.com, Mutual Funds, ETFs, Marketing, Time Management, Travel, Calendar Planning, Teamwork
Education
Boston College 1986 — 1990
Van Eck Global Market Vectors ETFs October 2003 - Present
Fidelity Investments 1990 - 1997
Skills
Commodity Markets, Natural Resources, Emerging Markets, Alternative Investments, Salesforce.com, Mutual Funds, ETFs, Marketing, Time Management, Travel, Calendar Planning, Teamwork
Education
Boston College 1986 — 1990
Donna Susi's Fidelity Investments Experience March 2012 - Present
Job Account Director at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments March 2012 - Present
Boys & Girls Clubs of Boston June 2011 - December 2011
Citizens Bank May 2009 - August 2010
Sovereign Bank August 2008 - January 2009
Liberty Mutual June 2006 - January 2008
Citizens Bank, Westwood, MA March 2005 - December 2005
Fleet Bank 1996 - 2004
Hill, Holliday June 1987 - May 1996
Education
Boston College
M.A., Administrative Studies
Boston College
B.A., Management
Fidelity Investments March 2012 - Present
Boys & Girls Clubs of Boston June 2011 - December 2011
Citizens Bank May 2009 - August 2010
Sovereign Bank August 2008 - January 2009
Liberty Mutual June 2006 - January 2008
Citizens Bank, Westwood, MA March 2005 - December 2005
Fleet Bank 1996 - 2004
Hill, Holliday June 1987 - May 1996
Education
Boston College
M.A., Administrative Studies
Boston College
B.A., Management
Nadia (Whisenand) Mosher's Fidelity Investments Experience May 2001 - April 2009
Job Operations Research Analyst at the FAA
Industry Military
Experience
Federal Aviation Administration - FAA August 2014 - Present
US Air Force May 2009 - August 2014
Fidelity Investments May 2001 - April 2009
Skills
Systems Analysis, Analysis, Access, Software Project..., Microsoft Office, Microsoft Excel, Team Leadership, PowerPoint, Outsourcing, Data Analysis, Information Assurance, Security Clearance, DoD, Data Mining, Visio, Requirements Analysis, Process Improvement
Education
Boston College 2000 — 2002
Masters, Mathematics
The College of William and Mary 1996 — 2000
Bachelor of Science (B.S.), Mathematics
Federal Aviation Administration - FAA August 2014 - Present
US Air Force May 2009 - August 2014
Fidelity Investments May 2001 - April 2009
Skills
Systems Analysis, Analysis, Access, Software Project..., Microsoft Office, Microsoft Excel, Team Leadership, PowerPoint, Outsourcing, Data Analysis, Information Assurance, Security Clearance, DoD, Data Mining, Visio, Requirements Analysis, Process Improvement
Education
Boston College 2000 — 2002
Masters, Mathematics
The College of William and Mary 1996 — 2000
Bachelor of Science (B.S.), Mathematics
Isabel Johnson's Fidelity Investments Experience July 2001 - July 2010
Job Sr. QA Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2001 - July 2010
Fidelity Investments August 2000 - July 2001
Fidelity Investments April 1998 - August 2000
Skills
Quality Assurance, Testing, Requirements Analysis, Agile Methodologies, SDLC, Software Quality..., Visio, Test Automation, Software Project..., SharePoint, HP Quality Center, QuickTest Professional, VBScript, SQL, XTRAC, DART, VSAM, FBSI, McCabe, ClearQuest, FIISVIEW, TOAD, FDNS, CBS, DB2, TSO, Fileaid, FSA, FTA, Oracle, Mercury QuickTest Pro, .NET, Java, ASPECT Phones
Education
Bryant University 1999 — 2000
Client Server Technology certificate, Client Server
Boston College 1993 — 1997
B.A., Romance Languages & Literature, General Education
Fidelity Investments July 2001 - July 2010
Fidelity Investments August 2000 - July 2001
Fidelity Investments April 1998 - August 2000
Skills
Quality Assurance, Testing, Requirements Analysis, Agile Methodologies, SDLC, Software Quality..., Visio, Test Automation, Software Project..., SharePoint, HP Quality Center, QuickTest Professional, VBScript, SQL, XTRAC, DART, VSAM, FBSI, McCabe, ClearQuest, FIISVIEW, TOAD, FDNS, CBS, DB2, TSO, Fileaid, FSA, FTA, Oracle, Mercury QuickTest Pro, .NET, Java, ASPECT Phones
Education
Bryant University 1999 — 2000
Client Server Technology certificate, Client Server
Boston College 1993 — 1997
B.A., Romance Languages & Literature, General Education
Michael Volo's Fidelity Investments Experience February 2009 - January 2011
Job Senior Partner at Cammack Retirement Group
Industry Financial Services
Experience
Cammack Retirement Group February 2011 - Present
Fidelity Investments February 2009 - January 2011
Fidelity Investments September 2007 - February 2009
Fidelity Investments September 2005 - September 2007
Deutsche Asset Management 2004 - 2005
Scudder Investments 1999 - 2005
Key Bank 1997 - 1998
Transamerica 1996 - 1997
Fidelity Investments 1990 - 1996
Skills
Investments, Mutual Funds, Retirement, Financial Services, Relationship Management, Sales, Marketing, Asset Allocation, Asset Managment, Retirement Planning
Education
Boston College 1987 — 1990
B.S., Finance
Saint Anselm College 1985 — 1986
Lynn Classical High School 1982 — 1985
Cammack Retirement Group February 2011 - Present
Fidelity Investments February 2009 - January 2011
Fidelity Investments September 2007 - February 2009
Fidelity Investments September 2005 - September 2007
Deutsche Asset Management 2004 - 2005
Scudder Investments 1999 - 2005
Key Bank 1997 - 1998
Transamerica 1996 - 1997
Fidelity Investments 1990 - 1996
Skills
Investments, Mutual Funds, Retirement, Financial Services, Relationship Management, Sales, Marketing, Asset Allocation, Asset Managment, Retirement Planning
Education
Boston College 1987 — 1990
B.S., Finance
Saint Anselm College 1985 — 1986
Lynn Classical High School 1982 — 1985
Linda Samay's Fidelity Investments Experience August 2003 - March 2006
Job Digital Marketing Consultant, Merrill Edge at Bank of America
Industry Financial Services
Experience
Bank of America July 2012 - Present
Merrill Lynch June 2009 - June 2012
Bank of America March 2007 - June 2009
Fidelity Management Trust Company March 2006 - March 2007
Fidelity Investments August 2003 - March 2006
Fidelity Investments Life Insurance Co. February 1999 - August 2003
Fidelity Investments March 1998 - February 1999
Skills
Business Intelligence, Retirement Planning
Education
Boston College
City University of New York
Bank of America July 2012 - Present
Merrill Lynch June 2009 - June 2012
Bank of America March 2007 - June 2009
Fidelity Management Trust Company March 2006 - March 2007
Fidelity Investments August 2003 - March 2006
Fidelity Investments Life Insurance Co. February 1999 - August 2003
Fidelity Investments March 1998 - February 1999
Skills
Business Intelligence, Retirement Planning
Education
Boston College
City University of New York
Dave Comeau's Fidelity Investments Experience 1987 - 2013
Job director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1987 - 2013
GE Software International 1986 - 1987
Gould Modicon 1983 - 1986
Skills
Fixed Income, Equities, Financial Services, SDLC, Asset Management, Business Analysis, Trading Systems, Derivatives, Market Data, Capital Markets, Portfolio Management, Agile Methodologies, Trading, Bloomberg, Mutual Funds, Investments, Securities, Hedge Funds, iSeries development, SQL DB2, RPG III
Education
Boston College 1978 — 1982
BA, Mathematics
Fidelity Investments 1987 - 2013
GE Software International 1986 - 1987
Gould Modicon 1983 - 1986
Skills
Fixed Income, Equities, Financial Services, SDLC, Asset Management, Business Analysis, Trading Systems, Derivatives, Market Data, Capital Markets, Portfolio Management, Agile Methodologies, Trading, Bloomberg, Mutual Funds, Investments, Securities, Hedge Funds, iSeries development, SQL DB2, RPG III
Education
Boston College 1978 — 1982
BA, Mathematics
Kevin P. Leyne, CFA's Fidelity Investments Experience 2007 - 2008
Job Managing Director, Business Executive Global Financial Institutions at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2012 - Present
JP Morgan Chase 2009 - 2012
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
Fidelity Investments 2001 - 2004
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1999
Fidelity Investments 1997 - 1997
Thomson Financial 1996 - 1997
Investors Bank & Trust 1988 - 1996
Education
Boston College 1984 — 1988
Bachelors, Finance
BNY Mellon 2012 - Present
JP Morgan Chase 2009 - 2012
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
Fidelity Investments 2001 - 2004
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1999
Fidelity Investments 1997 - 1997
Thomson Financial 1996 - 1997
Investors Bank & Trust 1988 - 1996
Education
Boston College 1984 — 1988
Bachelors, Finance
Jeremy Landry's Fidelity Investments Experience May 2004 - August 2004
Job Writer, Editor at Analysis Group
Industry Writing and Editing
Experience
Analysis Group November 2012 - Present
CDM Smith April 2010 - November 2012
MetLife September 2006 - April 2010
Fidelity Charitable Gift Fund May 2005 - September 2006
Fidelity Investments May 2004 - August 2004
Skills
Marketing Communications, Internal Communications, Newsletters, Social Media, Corporate Communications, Public Relations, Press Releases, Strategic Communications, Editing, Media Relations, Copywriting, Content Management, Email Marketing, Feature Articles, Web Content, Web Content Management, Advertising, Magazine Management, Marketing, Content Strategy, Copy Editing, Content Development, Publications, Editorial
Education
Boston College 2001 — 2005
Bachelor of Arts (B.A.), Communications, Marketing
Lancaster University 2004 — 2004
Semester Abroad, International Media Relations
Analysis Group November 2012 - Present
CDM Smith April 2010 - November 2012
MetLife September 2006 - April 2010
Fidelity Charitable Gift Fund May 2005 - September 2006
Fidelity Investments May 2004 - August 2004
Skills
Marketing Communications, Internal Communications, Newsletters, Social Media, Corporate Communications, Public Relations, Press Releases, Strategic Communications, Editing, Media Relations, Copywriting, Content Management, Email Marketing, Feature Articles, Web Content, Web Content Management, Advertising, Magazine Management, Marketing, Content Strategy, Copy Editing, Content Development, Publications, Editorial
Education
Boston College 2001 — 2005
Bachelor of Arts (B.A.), Communications, Marketing
Lancaster University 2004 — 2004
Semester Abroad, International Media Relations
Pat Curran's Fidelity Investments Experience July 1987 - December 2008
Job Vice President, Human Resources at Brown Brothers Harriman
Industry Human Resources
Experience
Brown Brothers Harriman 2010 - Present
Fidelity Investments July 1987 - December 2008
American Institute of Banking January 1985 - August 1987
Skills
Succession Planning, Human Resources, Leadership, Employee Relations, Talent Management, Recruiting, Performance Management, Personnel Management, Talent Acquisition, Onboarding, Workforce Planning, Change Management, Executive Coaching, Organizational Design, Deferred Compensation, Training, Strategy, Program Management, Policy, Management, HRIS, Temporary Placement, Employee Engagement, Cross-functional Team...
Education
Boston University 1975 — 1976
M.Ed., Reading/Language Arts
Boston College
Bachelor of Science, English/Secondary Education
Brown Brothers Harriman 2010 - Present
Fidelity Investments July 1987 - December 2008
American Institute of Banking January 1985 - August 1987
Skills
Succession Planning, Human Resources, Leadership, Employee Relations, Talent Management, Recruiting, Performance Management, Personnel Management, Talent Acquisition, Onboarding, Workforce Planning, Change Management, Executive Coaching, Organizational Design, Deferred Compensation, Training, Strategy, Program Management, Policy, Management, HRIS, Temporary Placement, Employee Engagement, Cross-functional Team...
Education
Boston University 1975 — 1976
M.Ed., Reading/Language Arts
Boston College
Bachelor of Science, English/Secondary Education
Marc Trager's Fidelity Investments Experience January 1996 - April 2009
Job Senior Manager Fidelity Securities Lending
Industry Financial Services
Experience
Veritude December 2011 - Present
Fidelity Pricing and Cash Management Services February 1996 - April 2009
Fidelity Investments January 1996 - April 2009
FIDELITY PRICING AND CASH MANAGEMENT SERVICES January 1996 - January 2009
Fidelity Pricing and Cash Management Services January 1996 - January 2004
Boston Safe Deposit and Trust Company February 1985 - June 1995
Boston Company Advisors April 1986 - October 1994
BOSTON SAFE DEPOSIT AND TRUST COMPANY April 1986 - October 1994
BOSTON COMPANY January 1986 - January 1994
Gardener and Preston Moss 1977 - 1988
Skills
Word, Excel, Sametime, PowerPoint, Outlook, Access, Microsoft Office, Microsoft Word, Microsoft Excel, Securities, Financial Services, Asset Management, Trading, Equities, Financial Risk, Management, Banking, Bloomberg, Mutual Funds, Fixed Income
Education
Boston College 1970 — 1974
BS, Accounting
Boston College
Accounting
Veritude December 2011 - Present
Fidelity Pricing and Cash Management Services February 1996 - April 2009
Fidelity Investments January 1996 - April 2009
FIDELITY PRICING AND CASH MANAGEMENT SERVICES January 1996 - January 2009
Fidelity Pricing and Cash Management Services January 1996 - January 2004
Boston Safe Deposit and Trust Company February 1985 - June 1995
Boston Company Advisors April 1986 - October 1994
BOSTON SAFE DEPOSIT AND TRUST COMPANY April 1986 - October 1994
BOSTON COMPANY January 1986 - January 1994
Gardener and Preston Moss 1977 - 1988
Skills
Word, Excel, Sametime, PowerPoint, Outlook, Access, Microsoft Office, Microsoft Word, Microsoft Excel, Securities, Financial Services, Asset Management, Trading, Equities, Financial Risk, Management, Banking, Bloomberg, Mutual Funds, Fixed Income
Education
Boston College 1970 — 1974
BS, Accounting
Boston College
Accounting
Laura Beltis's Fidelity Investments Experience July 2009 - October 2011
Job Actuarial Analyst II at Tufts Health Plan
Industry Financial Services
Experience
Tufts Health Plan August 2012 - Present
Tufts Health Plan October 2011 - August 2012
Fidelity Investments July 2009 - October 2011
Skills
Data Analysis, Actuarial Science, Statistics, Insurance, Microsoft Excel, Analysis
Education
Boston College 2007 — 2009
MA, Mathematics
University of Massachusetts, Amherst 2003 — 2007
Tufts Health Plan August 2012 - Present
Tufts Health Plan October 2011 - August 2012
Fidelity Investments July 2009 - October 2011
Skills
Data Analysis, Actuarial Science, Statistics, Insurance, Microsoft Excel, Analysis
Education
Boston College 2007 — 2009
MA, Mathematics
University of Massachusetts, Amherst 2003 — 2007
Robert Brinckman's Fidelity Investments Experience May 2008 - December 2008
Job Manager of Strategic Investment & Allocation at The Global Fund
Industry International Trade and Development
Experience
The Global Fund May 2015 - Present
Clinton Health Access Initiative June 2012 - May 2015
Liberia Marathon 2013 November 2012 - September 2013
BØRNEfonden July 2010 - July 2012
Peace Corps July 2010 - June 2012
Fidelity Investments May 2008 - December 2008
The Office of U.S. Senator John F. Kerry January 2006 - May 2006
Skills
Global Health, International Relations, Intercultural..., International..., Research, Strategy, Editing, Nonprofits, NGOs, Volunteer Management, Public Policy, Government
Education
Boston College
B.A., Political Science
The Global Fund May 2015 - Present
Clinton Health Access Initiative June 2012 - May 2015
Liberia Marathon 2013 November 2012 - September 2013
BØRNEfonden July 2010 - July 2012
Peace Corps July 2010 - June 2012
Fidelity Investments May 2008 - December 2008
The Office of U.S. Senator John F. Kerry January 2006 - May 2006
Skills
Global Health, International Relations, Intercultural..., International..., Research, Strategy, Editing, Nonprofits, NGOs, Volunteer Management, Public Policy, Government
Education
Boston College
B.A., Political Science
Veronica Ferro's Fidelity Investments Experience 1985 - 1998
Job Director of Investments
Industry Investment Management
Experience
The Washington Trust Comany 2011 - Present
US Trust Bank of America Private Wealth Management February 2009 - April 2011
US Trust Bank of America Private Wealth Management May 2007 - January 2009
BankBoston 1988 - 2000
Fidelity Investments 1985 - 1998
Fidelity - Strategic Advisors 1985 - 1998
Skills
Asset Allocation, Asset Management, Alternative Investments, Investment Management, Investment Strategies, Wealth Management..., Fixed Income, Equities, Mutual Funds, Estate Planning, Private Banking, Investment Advisory, High Net Worth..., Investments, Portfolio Management
Education
Boston College 1979 — 1983
The Washington Trust Comany 2011 - Present
US Trust Bank of America Private Wealth Management February 2009 - April 2011
US Trust Bank of America Private Wealth Management May 2007 - January 2009
BankBoston 1988 - 2000
Fidelity Investments 1985 - 1998
Fidelity - Strategic Advisors 1985 - 1998
Skills
Asset Allocation, Asset Management, Alternative Investments, Investment Management, Investment Strategies, Wealth Management..., Fixed Income, Equities, Mutual Funds, Estate Planning, Private Banking, Investment Advisory, High Net Worth..., Investments, Portfolio Management
Education
Boston College 1979 — 1983
Jeff Miazga's Fidelity Investments Experience June 2014 - Present
Job Director II, Corporate Accounting Workplace Investing and Accounting Policy & Standards at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments December 2012 - June 2014
Fidelity Investments December 2011 - December 2012
TechTarget January 2011 - November 2011
PricewaterhouseCoopers August 2003 - January 2011
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
Master of Science in Accounting
Boston College 1999 — 2003
BS, Accounting, Information Systems
Fidelity Investments June 2014 - Present
Fidelity Investments December 2012 - June 2014
Fidelity Investments December 2011 - December 2012
TechTarget January 2011 - November 2011
PricewaterhouseCoopers August 2003 - January 2011
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
Master of Science in Accounting
Boston College 1999 — 2003
BS, Accounting, Information Systems
Ed Schollmeyer's Fidelity Investments Experience 1988 - Present
Job Vice President, Financial Services Sales Executive
Industry Financial Services
Experience
Fidelity Investments 1988 - Present
Paine Webber 1987 - 1988
Skills
Mutual Funds, Investment Management, Series 7, Series 63, 401k, Asset Allocation, Retirement Planning, Series 6, Retirement, Alternative Investments, Wealth Management, Investment Advisory, Defined Contribution, Securities, Fixed Income, Equities, Financial Services, Strategic Sales, Relationship Management
Education
Boston College
Master of Science (MS)
Morristown Beard
Morristown Beard
Providence College
Bachelor of Arts (BA)
Fidelity Investments 1988 - Present
Paine Webber 1987 - 1988
Skills
Mutual Funds, Investment Management, Series 7, Series 63, 401k, Asset Allocation, Retirement Planning, Series 6, Retirement, Alternative Investments, Wealth Management, Investment Advisory, Defined Contribution, Securities, Fixed Income, Equities, Financial Services, Strategic Sales, Relationship Management
Education
Boston College
Master of Science (MS)
Morristown Beard
Morristown Beard
Providence College
Bachelor of Arts (BA)
David Gargone's Fidelity Investments Experience October 2014 - Present
Job Sr Manager IT Product Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments November 2012 - October 2014
Philips Healthcare July 2011 - October 2012
Fidelity Investments May 2006 - October 2010
Fidelity Investments December 2004 - May 2006
Fidelity Investments January 2002 - December 2004
Fidelity Investments February 1998 - December 2001
Fidelity Investments May 1996 - January 1998
Fidelity Investments January 1994 - April 1996
Electronic Data Systems February 1990 - December 1993
Skills
Vendor Management, Integration, Unix, Business Analysis, Process Improvement, Program Management, Agile Methodologies, Project Portfolio..., Cross-functional Team...
Education
Boston College 1987 — 1990
Bachelor of Science, Computer Science - School of Mgmt
Fidelity Investments October 2014 - Present
Fidelity Investments November 2012 - October 2014
Philips Healthcare July 2011 - October 2012
Fidelity Investments May 2006 - October 2010
Fidelity Investments December 2004 - May 2006
Fidelity Investments January 2002 - December 2004
Fidelity Investments February 1998 - December 2001
Fidelity Investments May 1996 - January 1998
Fidelity Investments January 1994 - April 1996
Electronic Data Systems February 1990 - December 1993
Skills
Vendor Management, Integration, Unix, Business Analysis, Process Improvement, Program Management, Agile Methodologies, Project Portfolio..., Cross-functional Team...
Education
Boston College 1987 — 1990
Bachelor of Science, Computer Science - School of Mgmt
Erica Baxter's Fidelity Investments Experience June 2010 - October 2012
Job
Industry Financial Services
Experience
Fidelity Investments June 2010 - October 2012
Fidelity Investments June 2007 - June 2010
Fidelity Investments June 2001 - June 2007
Skills
SQL, Visual Basic, Microsoft Excel, Access, Microsoft Office, Requirements Analysis, Relational Databases, Benefits Administration, Pensions, Defined Benefit, Project Implementation, Business Requirements, Data Analysis, SharePoint, Analysis, Financial Analysis, Leadership, Business Analysis, Vendor Management, Financial Services, Visio, Process Improvement
Education
Boston College 1997 — 2001
Bachelor of Science (B.S.), Management Information Systems and Services
Lancaster University 2000 — 2000
Shepherd Hill
Fidelity Investments June 2010 - October 2012
Fidelity Investments June 2007 - June 2010
Fidelity Investments June 2001 - June 2007
Skills
SQL, Visual Basic, Microsoft Excel, Access, Microsoft Office, Requirements Analysis, Relational Databases, Benefits Administration, Pensions, Defined Benefit, Project Implementation, Business Requirements, Data Analysis, SharePoint, Analysis, Financial Analysis, Leadership, Business Analysis, Vendor Management, Financial Services, Visio, Process Improvement
Education
Boston College 1997 — 2001
Bachelor of Science (B.S.), Management Information Systems and Services
Lancaster University 2000 — 2000
Shepherd Hill
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank