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
Boris Bark Boris Bark's Fidelity Investments Experience November 2010 - November 2013
Job at
Industry Investment Management
Experience
Natixis Global Asset Management December 2013 - Present
Fidelity Investments November 2010 - November 2013
UBS 2009 - 2010
Skills
Series 7, Investments, Series 63, Bloomberg Terminal, 401k, Investment Strategies, Retirement, Retirement Planning, Mutual Funds, Equities, Financial Modeling, Financial Analysis, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, CFA Level 2 Candidate, Finance, Portfolio Management, Fixed Income
Education
Boston College 2006 — 2010
B.S, Finance, Accounting
Boston Latin School
Natixis Global Asset Management December 2013 - Present
Fidelity Investments November 2010 - November 2013
UBS 2009 - 2010
Skills
Series 7, Investments, Series 63, Bloomberg Terminal, 401k, Investment Strategies, Retirement, Retirement Planning, Mutual Funds, Equities, Financial Modeling, Financial Analysis, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, CFA Level 2 Candidate, Finance, Portfolio Management, Fixed Income
Education
Boston College 2006 — 2010
B.S, Finance, Accounting
Boston Latin School
Alyssa Fressle Alyssa Fressle's Fidelity Investments Experience August 2014 - December 2014
Job Implementation Analyst at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement December 2014 - Present
Fidelity Investments August 2014 - December 2014
Fidelity Investments January 2014 - August 2014
Quincy Insurance Agency, Inc. October 2012 - September 2013
Boston College Women's Basketball June 2010 - May 2012
University of Colorado Women's Basketball June 2008 - May 2010
Skills
Brand Ambassadorship, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Spanish, French, Google Adwords, Wikis, Blog Marketing, Property & Casualty..., Social Media, Adobe Acrobat, Marketing Research, Data Entry, Data Analysis, Social Media Marketing, Adobe Creative Suite, Visio, Facebook, PowerPoint, Public Speaking
Education
Boston College 2010 — 2012
Bachelor of Science (B.S.), Marketing
University of Colorado at Boulder 2008 — 2010
Business, Management, Marketing, and Related Business Coursework
EMPOWER Retirement December 2014 - Present
Fidelity Investments August 2014 - December 2014
Fidelity Investments January 2014 - August 2014
Quincy Insurance Agency, Inc. October 2012 - September 2013
Boston College Women's Basketball June 2010 - May 2012
University of Colorado Women's Basketball June 2008 - May 2010
Skills
Brand Ambassadorship, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Spanish, French, Google Adwords, Wikis, Blog Marketing, Property & Casualty..., Social Media, Adobe Acrobat, Marketing Research, Data Entry, Data Analysis, Social Media Marketing, Adobe Creative Suite, Visio, Facebook, PowerPoint, Public Speaking
Education
Boston College 2010 — 2012
Bachelor of Science (B.S.), Marketing
University of Colorado at Boulder 2008 — 2010
Business, Management, Marketing, and Related Business Coursework
Chris Greco's Fidelity Investments Experience September 1995 - November 2001
Job Partner at Sawgrass Asset Management
Industry Investment Management
Experience
Sawgrass Asset Management, L.L.C. June 2003 - Present
Clover Capital Management November 2001 - June 2003
Fidelity Investments September 1995 - November 2001
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Finance
Boston College 1990 — 1994
Finance
Sawgrass Asset Management, L.L.C. June 2003 - Present
Clover Capital Management November 2001 - June 2003
Fidelity Investments September 1995 - November 2001
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Finance
Boston College 1990 — 1994
Finance
Christian Baird's Fidelity Investments Experience April 2008 - April 2009
Job Major Accounts Consultant at DexMedia LLC
Industry Marketing and Advertising
Experience
Dex Media July 2012 - Present
AMC LLC April 2009 - June 2012
Fidelity Investments April 2008 - April 2009
Skills
Small Business, Social Networking, Public Speaking, Training, Insurance, Microsoft Word, Account Management, Advertising, Cold Calling, Customer Service, Coaching, Employee Benefits, Event Planning, Facebook, Leadership, Management, Marketing, Marketing Strategy, New Business Development, Negotiation, Online Marketing, Nonprofits, Public Relations, Sales, Sales Management, Social Media Marketing, Social Media, Strategic Planning, Team Building, Team Leadership, Digital Marketing, Direct Sales, Business Development, B2B, Fundraising, Market Research, Online Advertising, PPC, SEM, SEO, Salesforce.com, Selling, Lead Generation, Marketing Communications, Consulting, Strategy, Integrated Marketing, Direct Marketing, Email Marketing
Education
University of Notre Dame 2004 — 2005
Master of Business Administration (M.B.A.), Marketing, 3.6
Boston College 1995 — 1999
BS, Accounting and Finance, 3.3/4.0
Portsmouth Abbey School 1994 — 1995
High School
Dex Media July 2012 - Present
AMC LLC April 2009 - June 2012
Fidelity Investments April 2008 - April 2009
Skills
Small Business, Social Networking, Public Speaking, Training, Insurance, Microsoft Word, Account Management, Advertising, Cold Calling, Customer Service, Coaching, Employee Benefits, Event Planning, Facebook, Leadership, Management, Marketing, Marketing Strategy, New Business Development, Negotiation, Online Marketing, Nonprofits, Public Relations, Sales, Sales Management, Social Media Marketing, Social Media, Strategic Planning, Team Building, Team Leadership, Digital Marketing, Direct Sales, Business Development, B2B, Fundraising, Market Research, Online Advertising, PPC, SEM, SEO, Salesforce.com, Selling, Lead Generation, Marketing Communications, Consulting, Strategy, Integrated Marketing, Direct Marketing, Email Marketing
Education
University of Notre Dame 2004 — 2005
Master of Business Administration (M.B.A.), Marketing, 3.6
Boston College 1995 — 1999
BS, Accounting and Finance, 3.3/4.0
Portsmouth Abbey School 1994 — 1995
High School
Casey Teal Casey Teal's Fidelity Investments Experience July 2015 - Present
Job General Management Apprentice (GMA), Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Bank of America June 2014 - August 2014
KPMG August 2007 - June 2013
Raymour & Flanigan Furniture August 2006 - July 2007
Skills
US GAAP, Auditing, Financial Accounting, Financial Modeling, Financial Analysis, Tax, Financial Reporting, International Tax, Microsoft Office, Corporate Tax, GAAP, Accounting, Due Diligence
Education
Boston College 2013 — 2015
Master of Business Administration (MBA), Leadership & Management
SUNY Geneseo 2002 — 2006
Bachelors of Science, Business Administration
Fidelity Investments July 2015 - Present
Bank of America June 2014 - August 2014
KPMG August 2007 - June 2013
Raymour & Flanigan Furniture August 2006 - July 2007
Skills
US GAAP, Auditing, Financial Accounting, Financial Modeling, Financial Analysis, Tax, Financial Reporting, International Tax, Microsoft Office, Corporate Tax, GAAP, Accounting, Due Diligence
Education
Boston College 2013 — 2015
Master of Business Administration (MBA), Leadership & Management
SUNY Geneseo 2002 — 2006
Bachelors of Science, Business Administration
Allen Khayat's Fidelity Investments Experience June 2014 - Present
Job Associate Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - August 2013
Boston College Residential Life August 2012 - May 2013
Skills
Economics, Corporate Finance, Statistical Modeling, Financial Modeling, Microsoft Office, Microsoft Excel, PowerPoint, Statistics
Education
Boston College 2011 — 2014
Economics
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - August 2013
Boston College Residential Life August 2012 - May 2013
Skills
Economics, Corporate Finance, Statistical Modeling, Financial Modeling, Microsoft Office, Microsoft Excel, PowerPoint, Statistics
Education
Boston College 2011 — 2014
Economics
Charlie Howe's Fidelity Investments Experience June 2012 - August 2012
Job Analyst at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase June 2014 - Present
Marathon Asset Management June 2013 - June 2014
Boston College September 2009 - June 2013
Fidelity Investments June 2012 - August 2012
Skills
Economics, Bloomberg, Valuation, Financial Modeling, Bloomberg Terminal, Fixed Income, Capital Markets, Investment Banking, Hedge Funds, Financial Analysis
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), International Economics
JPMorgan Chase June 2014 - Present
Marathon Asset Management June 2013 - June 2014
Boston College September 2009 - June 2013
Fidelity Investments June 2012 - August 2012
Skills
Economics, Bloomberg, Valuation, Financial Modeling, Bloomberg Terminal, Fixed Income, Capital Markets, Investment Banking, Hedge Funds, Financial Analysis
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), International Economics
Bob Biemer's Fidelity Investments Experience 1985 - Present
Job VP, Associate General Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1985 - Present
Education
New England School of Law 1995 — 1999
Doctor of Law (JD)
Boston College 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Fidelity Investments 1985 - Present
Education
New England School of Law 1995 — 1999
Doctor of Law (JD)
Boston College 1980 — 1984
Bachelor of Arts (B.A.), Political Science and Government
Brooke Prohaska, MBA/CPCU Brooke Prohaska, MBA/CPCU's Fidelity Investments Experience May 2006 - March 2008
Job Home Office Examining, Chief Examiner at Liberty Mutual
Industry Insurance
Experience
Liberty Mutual Insurance May 2015 - Present
Liberty Mutual June 2013 - May 2015
Liberty Mutual July 2011 - June 2013
Liberty Mutual Insurance April 2008 - June 2011
Fidelity Investments May 2006 - March 2008
Liberty Mutual Insurance May 2003 - May 2006
Lois Paul & Partners May 2002 - May 2003
Skills
CPCU, Workers Compensation, Commercial Insurance, Disability Insurance, Team Leadership, Business Analysis, Lean Operations, Claims Management, Claim, Employee Benefits, Insurance, Casualty, Property, Workers' Compensation..., Customer Service, General Insurance, Liability, Property, Risk Management
Education
Daniel Webster College 2006 — 2007
MBA, Applied Management
Boston College 1998 — 2002
BA, Psychology
Liberty Mutual Insurance May 2015 - Present
Liberty Mutual June 2013 - May 2015
Liberty Mutual July 2011 - June 2013
Liberty Mutual Insurance April 2008 - June 2011
Fidelity Investments May 2006 - March 2008
Liberty Mutual Insurance May 2003 - May 2006
Lois Paul & Partners May 2002 - May 2003
Skills
CPCU, Workers Compensation, Commercial Insurance, Disability Insurance, Team Leadership, Business Analysis, Lean Operations, Claims Management, Claim, Employee Benefits, Insurance, Casualty, Property, Workers' Compensation..., Customer Service, General Insurance, Liability, Property, Risk Management
Education
Daniel Webster College 2006 — 2007
MBA, Applied Management
Boston College 1998 — 2002
BA, Psychology
Aaron Moynahan's Fidelity Investments Experience June 2006 - March 2008
Job Senior Programmer Analyst at Policy Analysis Inc (PAI)
Industry Research
Experience
Policy Analysis Inc (PAI) March 2008 - Present
Policy Analysis Inc. (PAI): a member of the MINERVA Health Economics Network 2003 - Present
Fidelity Investments June 2006 - March 2008
Skills
Data Analysis, Data Management, Statistics, Research, SAS, R, Databases, Microsoft Excel, SQL, Analysis, Clinical Trials, Pharmaceutical Industry, Analytics, PowerPoint, Probabilistic graphical...
Education
Boston College 1987 — 1989
Master of Arts (M.A.), Economics
Harvard University Extension School 1985 — 1987
CSS, Administration and Management
University of Massachusetts, Amherst 1978 — 1980
Bachelor of Arts (B.A.), Geology/Earth Science, General
Policy Analysis Inc (PAI) March 2008 - Present
Policy Analysis Inc. (PAI): a member of the MINERVA Health Economics Network 2003 - Present
Fidelity Investments June 2006 - March 2008
Skills
Data Analysis, Data Management, Statistics, Research, SAS, R, Databases, Microsoft Excel, SQL, Analysis, Clinical Trials, Pharmaceutical Industry, Analytics, PowerPoint, Probabilistic graphical...
Education
Boston College 1987 — 1989
Master of Arts (M.A.), Economics
Harvard University Extension School 1985 — 1987
CSS, Administration and Management
University of Massachusetts, Amherst 1978 — 1980
Bachelor of Arts (B.A.), Geology/Earth Science, General
Catherine Barbaree's Fidelity Investments Experience June 2015 - July 2015
Job J.D. Candidate, SMU Dedman School of Law, Class of 2017
Industry Law Practice
Experience
Fidelity Investments June 2015 - July 2015
Summer Institute for the Gifted July 2013 - August 2013
United States Senate July 2012 - August 2012
Blanchard, Walker, O'Quin & Roberts (A Professional Law Firm) June 2009 - August 2009
Skills
Westlaw, LexisNexis, Microsoft Word, Microsoft Excel, PowerPoint, Research, Writing
Education
SMU Dedman School of Law 2014 — 2017
Juris Doctor (J.D.)
Boston College 2010 — 2014
Bachelor's Degree, English
Fidelity Investments June 2015 - July 2015
Summer Institute for the Gifted July 2013 - August 2013
United States Senate July 2012 - August 2012
Blanchard, Walker, O'Quin & Roberts (A Professional Law Firm) June 2009 - August 2009
Skills
Westlaw, LexisNexis, Microsoft Word, Microsoft Excel, PowerPoint, Research, Writing
Education
SMU Dedman School of Law 2014 — 2017
Juris Doctor (J.D.)
Boston College 2010 — 2014
Bachelor's Degree, English
Terry L Poling Terry L Poling's Fidelity Investments Experience 1987 - 1991
Job Executive coach and consultant to seniorlevel leaders and highimpact leadership teams
Industry Management Consulting
Experience
The Poling Group January 2007 - Present
MetaDynamics, Inc. July 1997 - Present
ETC 2008 - 2008
AlliedSignal 1994 - 1996
Blue Cross Blue Shield of Massachusetts 1991 - 1994
Fidelity Investments 1987 - 1991
Skills
Organizational Behavior, Leadership Development, Executive Coaching, Team Effectiveness, Succession Planning, Organizational..., Coaching, Management, Change Management, Culture Change, Team Building, Organizational..., Performance Improvement, Personnel Management, Executive Development, Talent Management, Management Consulting, Executive Management, Employee Relations, MBTI, Deferred Compensation, Organizational Design, Strategic Planning, Management Development, Workshop Facilitation, 360 Feedback, Career Counseling, Business Coaching, Strategy, Employee Engagement, Career Development, Emotional Intelligence, Career Management, Organizational Learning, Personal Development, Workforce Planning, Consulting, Training Delivery, Leadership, Program Management, Training, Process Improvement
Education
IIB 2007 — 2007
Boston College 1984 — 1986
Master's Degree, Counseling Psychology & Organizational Studies
Miami University 1978 — 1979
Master's Degree, Communication
Miami University 1974 — 1977
Bachelor's Degree, Education
Versailles High School 1970 — 1974
The Poling Group January 2007 - Present
MetaDynamics, Inc. July 1997 - Present
ETC 2008 - 2008
AlliedSignal 1994 - 1996
Blue Cross Blue Shield of Massachusetts 1991 - 1994
Fidelity Investments 1987 - 1991
Skills
Organizational Behavior, Leadership Development, Executive Coaching, Team Effectiveness, Succession Planning, Organizational..., Coaching, Management, Change Management, Culture Change, Team Building, Organizational..., Performance Improvement, Personnel Management, Executive Development, Talent Management, Management Consulting, Executive Management, Employee Relations, MBTI, Deferred Compensation, Organizational Design, Strategic Planning, Management Development, Workshop Facilitation, 360 Feedback, Career Counseling, Business Coaching, Strategy, Employee Engagement, Career Development, Emotional Intelligence, Career Management, Organizational Learning, Personal Development, Workforce Planning, Consulting, Training Delivery, Leadership, Program Management, Training, Process Improvement
Education
IIB 2007 — 2007
Boston College 1984 — 1986
Master's Degree, Counseling Psychology & Organizational Studies
Miami University 1978 — 1979
Master's Degree, Communication
Miami University 1974 — 1977
Bachelor's Degree, Education
Versailles High School 1970 — 1974
Bill Gearty's Fidelity Investments Experience November 2006 - July 2007
Job Lead Professor of Mathematics Salter College
Industry Higher Education
Experience
Salter College September 2013 - Present
Kaplan Test Prep and Admissions Premier Tutoring January 2012 - Present
Melaleuca April 2010 - Present
Summit Academy August 2013 - October 2013
Worcester East Middle School January 2013 - April 2013
Oak Middle School September 2012 - April 2013
Collaborative for Educational Services October 2012 - January 2013
SimplexGrinnell May 2008 - April 2010
Enherent July 2007 - May 2008
Fidelity Investments November 2006 - July 2007
Skills
Human Resources, Real Estate, Risk Management, Sales, Strategy, Leadership, Management, Budgets, Project Management, Strategic Planning, Project Planning, Training, Analysis, Marketing, Recruiting, Business Planning, Start-ups, Lead Generation, Enterprise Software, Business Development, New Business Development
Education
Nichols College 1992 — 1997
Master of Business Administration (M.B.A.), Business
Boston College 1980 — 1984
BA, English and Economics
Salter College September 2013 - Present
Kaplan Test Prep and Admissions Premier Tutoring January 2012 - Present
Melaleuca April 2010 - Present
Summit Academy August 2013 - October 2013
Worcester East Middle School January 2013 - April 2013
Oak Middle School September 2012 - April 2013
Collaborative for Educational Services October 2012 - January 2013
SimplexGrinnell May 2008 - April 2010
Enherent July 2007 - May 2008
Fidelity Investments November 2006 - July 2007
Skills
Human Resources, Real Estate, Risk Management, Sales, Strategy, Leadership, Management, Budgets, Project Management, Strategic Planning, Project Planning, Training, Analysis, Marketing, Recruiting, Business Planning, Start-ups, Lead Generation, Enterprise Software, Business Development, New Business Development
Education
Nichols College 1992 — 1997
Master of Business Administration (M.B.A.), Business
Boston College 1980 — 1984
BA, English and Economics
Caroline Foz's Fidelity Investments Experience September 2014 - May 2015
Job Allocation Analyst at TJX Companies
Industry Retail
Experience
The TJX Companies, Inc. June 2015 - Present
Brodeur Partners January 2015 - May 2015
Fidelity Investments September 2014 - May 2015
Boston College September 2014 - December 2014
Fidelity Investments June 2014 - August 2014
Pediatric Medical Group of Central Jersey June 2012 - August 2013
Romney for President September 2012 - November 2012
Skills
Marketing Communications, Microsoft Office, Customer Service, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, English, Windows, Fundraising, Social Skills, Leadership, Community Service, Social Media, Time Management, Facebook, Social Networking, Marketing Strategy, Press Releases, Media Pitches, Research, Event Planning
Education
Boston College 2011 — 2015
Bachelor's degree, Communications, History, Senior
Florence University of the Arts
Fall 2013 Semester Abroad
The TJX Companies, Inc. June 2015 - Present
Brodeur Partners January 2015 - May 2015
Fidelity Investments September 2014 - May 2015
Boston College September 2014 - December 2014
Fidelity Investments June 2014 - August 2014
Pediatric Medical Group of Central Jersey June 2012 - August 2013
Romney for President September 2012 - November 2012
Skills
Marketing Communications, Microsoft Office, Customer Service, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, English, Windows, Fundraising, Social Skills, Leadership, Community Service, Social Media, Time Management, Facebook, Social Networking, Marketing Strategy, Press Releases, Media Pitches, Research, Event Planning
Education
Boston College 2011 — 2015
Bachelor's degree, Communications, History, Senior
Florence University of the Arts
Fall 2013 Semester Abroad
Angus W. Stewart, CFP® Angus W. Stewart, CFP®'s Fidelity Investments Experience May 2012 - Present
Job Director, Investment Product Management at Fidelity Investments Institutional Services
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Fidelity Investment Life Insurance October 2010 - May 2012
Fidelity Investments Life Insurance October 2007 - October 2010
Fidelity Investments (FMR Co.) August 2006 - October 2007
Fidelity Investments (FPCMS) March 2006 - August 2006
Fidelity Investments (FPCMS) August 2004 - March 2006
Skills
Corporate Actions, Equities, Financial Modeling, Investments, Management, Mutual Funds, Product Management, Series 63, Series 7
Education
Bryant College 2003 — 2004
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts Dartmouth 1997 — 2001
Bachelor of Arts (B.A.), Economics - Honors
Boston College
Fidelity Investments May 2012 - Present
Fidelity Investment Life Insurance October 2010 - May 2012
Fidelity Investments Life Insurance October 2007 - October 2010
Fidelity Investments (FMR Co.) August 2006 - October 2007
Fidelity Investments (FPCMS) March 2006 - August 2006
Fidelity Investments (FPCMS) August 2004 - March 2006
Skills
Corporate Actions, Equities, Financial Modeling, Investments, Management, Mutual Funds, Product Management, Series 63, Series 7
Education
Bryant College 2003 — 2004
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts Dartmouth 1997 — 2001
Bachelor of Arts (B.A.), Economics - Honors
Boston College
Cheryl Fries Cheryl Fries's Fidelity Investments Experience January 2007 - April 2010
Job Bruker Corporation
Industry Human Resources
Experience
Bruker Corporation December 2013 - Present
Nuance Communications January 2012 - November 2013
Genzyme May 2010 - December 2011
Fidelity Investments January 2007 - April 2010
Fidelity Investments July 2006 - January 2007
Fidelity Investments April 2001 - June 2006
Olmstead Associates 1996 - 2001
Skills
Talent Management, Process Improvement, Performance Management, Team Management, Management, SDLC, Quality Assurance, Program Management, HRIS, Leadership, PeopleSoft, Oracle, Recruiting, Human Resources, Project Planning, Succession Planning, Integration, Vendor Management, Testing, Onboarding, Project Management, SuccessFactors, Project Implementation, People Management, Oracle HR, Taleo, Outsourcing, iCIMS
Education
Boston College
B.S., Finance
Villanova University
Masters Certificate, Human Resources
Bruker Corporation December 2013 - Present
Nuance Communications January 2012 - November 2013
Genzyme May 2010 - December 2011
Fidelity Investments January 2007 - April 2010
Fidelity Investments July 2006 - January 2007
Fidelity Investments April 2001 - June 2006
Olmstead Associates 1996 - 2001
Skills
Talent Management, Process Improvement, Performance Management, Team Management, Management, SDLC, Quality Assurance, Program Management, HRIS, Leadership, PeopleSoft, Oracle, Recruiting, Human Resources, Project Planning, Succession Planning, Integration, Vendor Management, Testing, Onboarding, Project Management, SuccessFactors, Project Implementation, People Management, Oracle HR, Taleo, Outsourcing, iCIMS
Education
Boston College
B.S., Finance
Villanova University
Masters Certificate, Human Resources
Timothy Swords, MBA Timothy Swords, MBA's Fidelity Investments Experience October 2002 - March 2003
Job Board Member at Interaction Associates
Industry Banking
Experience
Interaction Associates December 2014 - Present
Union Bank, Wealth Markets July 2012 - Present
T.Swords Associates, LLC April 2003 - July 2012
Global Reach Leadership 2010 - 2011
Fidelity Investments October 2002 - March 2003
Fidelity Investments October 1999 - September 2002
Fidelity Investments September 1997 - September 1999
Renaissance Solutions July 1995 - August 1997
CSC Index December 1993 - June 1995
Coopers & Lybrand January 1988 - December 1993
Skills
Balanced Scorecard, Strategy Execution, Strategic Planning, Team Building, Executive Coaching, Financial Analysis, Performance Management, Project Planning, Project Implementation, Financial Services, Business Strategy, Leadership, Mergers & Acquisitions, Business Process..., Strategy, Management Consulting, Risk Management, Entrepreneurship, Executive Management, Business Planning, Organizational..., Leadership Development, Competitive Analysis, Business Transformation, Change Management, Consulting, Business Process, Process Improvement, Coaching, Analysis, Enterprise Software, Start-ups, Marketing Strategy, Finance, Product Development, Professional Services, Management, Acquisition Integration
Education
Boston College
B.S., Accounting
Harvard Business School
MBA, General Management
Massachusetts School of Professional Psychology
Graduate Certificate in Executive Coaching, Executive Coaching
Interaction Associates December 2014 - Present
Union Bank, Wealth Markets July 2012 - Present
T.Swords Associates, LLC April 2003 - July 2012
Global Reach Leadership 2010 - 2011
Fidelity Investments October 2002 - March 2003
Fidelity Investments October 1999 - September 2002
Fidelity Investments September 1997 - September 1999
Renaissance Solutions July 1995 - August 1997
CSC Index December 1993 - June 1995
Coopers & Lybrand January 1988 - December 1993
Skills
Balanced Scorecard, Strategy Execution, Strategic Planning, Team Building, Executive Coaching, Financial Analysis, Performance Management, Project Planning, Project Implementation, Financial Services, Business Strategy, Leadership, Mergers & Acquisitions, Business Process..., Strategy, Management Consulting, Risk Management, Entrepreneurship, Executive Management, Business Planning, Organizational..., Leadership Development, Competitive Analysis, Business Transformation, Change Management, Consulting, Business Process, Process Improvement, Coaching, Analysis, Enterprise Software, Start-ups, Marketing Strategy, Finance, Product Development, Professional Services, Management, Acquisition Integration
Education
Boston College
B.S., Accounting
Harvard Business School
MBA, General Management
Massachusetts School of Professional Psychology
Graduate Certificate in Executive Coaching, Executive Coaching
Caitlin Hanley's Fidelity Investments Experience June 2010 - August 2010
Job Associate, Ernst & Young Capital Advisors LLC
Industry Investment Banking
Experience
EY February 2014 - Present
Oppenheimer & Co. July 2011 - January 2014
Boston College January 2009 - June 2011
Fidelity Investments June 2010 - August 2010
Education
Boston College 2007 — 2011
Bachelor of Science (BS), Bachelor of Arts (BA), Chemistry, Economics
EY February 2014 - Present
Oppenheimer & Co. July 2011 - January 2014
Boston College January 2009 - June 2011
Fidelity Investments June 2010 - August 2010
Education
Boston College 2007 — 2011
Bachelor of Science (BS), Bachelor of Arts (BA), Chemistry, Economics
Brooke Tobiasz's Fidelity Investments Experience November 2014 - Present
Job Director, Digital Advertising
Industry Marketing and Advertising
Experience
Fidelity Investments November 2014 - Present
PJA Advertising + Marketing October 2012 - October 2014
Mullen April 2004 - November 2012
Mullen October 2009 - 2012
Skills
Integrated Marketing, Interactive Marketing, Digital Marketing, Interactive Advertising, Creative Strategy, Email Marketing, Advertising, Direct Mail, Direct Marketing, Social Media Marketing, Online Advertising, Marketing Communications, Digital Media, Account Management, Brand Development, Website Development
Education
Boston College 1999 — 2003
BA, English
Fidelity Investments November 2014 - Present
PJA Advertising + Marketing October 2012 - October 2014
Mullen April 2004 - November 2012
Mullen October 2009 - 2012
Skills
Integrated Marketing, Interactive Marketing, Digital Marketing, Interactive Advertising, Creative Strategy, Email Marketing, Advertising, Direct Mail, Direct Marketing, Social Media Marketing, Online Advertising, Marketing Communications, Digital Media, Account Management, Brand Development, Website Development
Education
Boston College 1999 — 2003
BA, English
Theron Patrick's Fidelity Investments Experience May 2012 - December 2012
Job Developer at VitalSource Technologies
Industry Computer Software
Experience
VitalSource Technologies April 2013 - Present
Fidelity Investments May 2012 - December 2012
Liberty Mutual Insurance June 2011 - August 2011
Boston College September 2010 - June 2011
Coppola Properties June 2009 - June 2010
Skills
Mobile Devices, Objective-C, Java, SQL, PHP, HTML, C#, Public Speaking, Web Development, Mobile Applications, JavaScript, jQuery, iOS development, Adobe Creative Suite, Technical Presentations, CSS3, PhoneGap, Github, Software Development, HTML 5
Education
Boston College 2009 — 2012
BS, Computer Science, Information Systems
VitalSource Technologies April 2013 - Present
Fidelity Investments May 2012 - December 2012
Liberty Mutual Insurance June 2011 - August 2011
Boston College September 2010 - June 2011
Coppola Properties June 2009 - June 2010
Skills
Mobile Devices, Objective-C, Java, SQL, PHP, HTML, C#, Public Speaking, Web Development, Mobile Applications, JavaScript, jQuery, iOS development, Adobe Creative Suite, Technical Presentations, CSS3, PhoneGap, Github, Software Development, HTML 5
Education
Boston College 2009 — 2012
BS, Computer Science, Information Systems
André (Andy) Gelinas André (Andy) Gelinas's Fidelity Investments Experience 1999 - 2000
Job Legal Counsel, Financial Services Regulation and Financial Crimes
Industry Legal Services
Experience
Morgan Stanley October 2014 - Present
Qatar Financial Centre Regulatory Authority July 2010 - July 2014
US Securities and Exchange Commission October 2008 - June 2010
Lehman Brothers September 2004 - September 2008
Schulte Roth & Zabel LLP July 2002 - September 2004
US Securities and Exchange Commission October 2000 - July 2002
Fidelity Investments 1999 - 2000
Tung Tai Asset Management Ltd. 1994 - 1994
Skills
Corporate Governance, Securities Regulation, AML, Economic Sanctions, Financial Regulation, Banking, Internal Investigations, Legal Research, Financial Services, Legal Writing, Financial Services..., Regulatory Affairs, OFAC, Securities, Investment Banking, Hedge Funds, Investments, Due Diligence, Finance, Anti Money Laundering, Asset Management, Corporate Law
Education
Suffolk University Law School 1997 — 2000
Juris Doctorate (J.D.), Focus on corporate law and financial services and regulation
Boston College 1993 — 1997
B.A., Literature; Western culture
Cushing Academy 1989 — 1993
Diploma
Morgan Stanley October 2014 - Present
Qatar Financial Centre Regulatory Authority July 2010 - July 2014
US Securities and Exchange Commission October 2008 - June 2010
Lehman Brothers September 2004 - September 2008
Schulte Roth & Zabel LLP July 2002 - September 2004
US Securities and Exchange Commission October 2000 - July 2002
Fidelity Investments 1999 - 2000
Tung Tai Asset Management Ltd. 1994 - 1994
Skills
Corporate Governance, Securities Regulation, AML, Economic Sanctions, Financial Regulation, Banking, Internal Investigations, Legal Research, Financial Services, Legal Writing, Financial Services..., Regulatory Affairs, OFAC, Securities, Investment Banking, Hedge Funds, Investments, Due Diligence, Finance, Anti Money Laundering, Asset Management, Corporate Law
Education
Suffolk University Law School 1997 — 2000
Juris Doctorate (J.D.), Focus on corporate law and financial services and regulation
Boston College 1993 — 1997
B.A., Literature; Western culture
Cushing Academy 1989 — 1993
Diploma
Beth (Rodenhauser) DuBuque's Fidelity Investments Experience June 2010 - Present
Job Vice President, Marketing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2010 - Present
Fidelity Investments July 2008 - June 2010
Fidelity Investments July 2006 - June 2008
Fidelity Investments October 2004 - June 2006
Fidelity Investments January 2004 - October 2004
Fidelity Investments June 2001 - December 2003
Fidelity Investments February 2000 - June 2001
Fidelity Investments August 1998 - February 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
MBA
Boston College 1994 — 1998
BA
Fidelity Investments June 2010 - Present
Fidelity Investments July 2008 - June 2010
Fidelity Investments July 2006 - June 2008
Fidelity Investments October 2004 - June 2006
Fidelity Investments January 2004 - October 2004
Fidelity Investments June 2001 - December 2003
Fidelity Investments February 2000 - June 2001
Fidelity Investments August 1998 - February 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
MBA
Boston College 1994 — 1998
BA
Thomas Krall Thomas Krall's Fidelity Investments Experience April 1996 - February 2008
Job DevOps Platform Engineering at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF July 2013 - Present
Microsoft Corporation March 2011 - July 2013
The BareCove Group April 2000 - March 2011
Fidelity Investments April 1996 - February 2008
Independant Consultant 1994 - 1999
Thinking Machines Inc. 1987 - 1994
US Navy 1980 - 1987
Skills
Software Project..., SaaS, Enterprise Software, SDLC, Vendor Management, Agile Methodologies, Cloud Computing, Product Management, Program Management, Enterprise Architecture, Agile Project Management, Business Analysis, Start-ups, Software Development, Integration, Testing, IT Strategy, Security, Process Improvement, Business Intelligence, Consulting, Requirements Analysis, Management, Leadership, Project Management, Strategy
Education
Boston College 2003 — 2006
MS, Management
University of Minnesota-Twin Cities 1989 — 1993
BS, Computer Engineering
TIAA-CREF July 2013 - Present
Microsoft Corporation March 2011 - July 2013
The BareCove Group April 2000 - March 2011
Fidelity Investments April 1996 - February 2008
Independant Consultant 1994 - 1999
Thinking Machines Inc. 1987 - 1994
US Navy 1980 - 1987
Skills
Software Project..., SaaS, Enterprise Software, SDLC, Vendor Management, Agile Methodologies, Cloud Computing, Product Management, Program Management, Enterprise Architecture, Agile Project Management, Business Analysis, Start-ups, Software Development, Integration, Testing, IT Strategy, Security, Process Improvement, Business Intelligence, Consulting, Requirements Analysis, Management, Leadership, Project Management, Strategy
Education
Boston College 2003 — 2006
MS, Management
University of Minnesota-Twin Cities 1989 — 1993
BS, Computer Engineering
Andrew Stranick's Fidelity Investments Experience June 2014 - 2014
Job Sales & Trading Analyst at Citi
Industry Investment Banking
Experience
Citi June 2015 - Present
Boston College August 2011 - May 2015
Fidelity Investments June 2014 - 2014
Skills
Research, Teamwork, Public Speaking, Leadership, Economics, Qualitative Research, Data Analysis, Analysis, Statistics
Education
Boston College 2011 — 2015
Bachelor of Arts (BA), Mathematics, Minor in Economics
Charlotte Country Day School 2007 — 2011
Citi June 2015 - Present
Boston College August 2011 - May 2015
Fidelity Investments June 2014 - 2014
Skills
Research, Teamwork, Public Speaking, Leadership, Economics, Qualitative Research, Data Analysis, Analysis, Statistics
Education
Boston College 2011 — 2015
Bachelor of Arts (BA), Mathematics, Minor in Economics
Charlotte Country Day School 2007 — 2011
Caitlin Meenan's Fidelity Investments Experience August 2015 - Present
Job Financial Analyst IV at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments May 2014 - July 2015
Fidelity Investments June 2012 - April 2014
Fidelity Investments June 2011 - August 2011
Pall Corporation May 2010 - August 2010
Pall Corporation June 2009 - August 2009
Education
Boston College 2008 — 2012
Bachelor of Science, Finance and Marketing
Kellenberg Memorial High School 2004 — 2008
General Degree
Fidelity Investments August 2015 - Present
Fidelity Investments May 2014 - July 2015
Fidelity Investments June 2012 - April 2014
Fidelity Investments June 2011 - August 2011
Pall Corporation May 2010 - August 2010
Pall Corporation June 2009 - August 2009
Education
Boston College 2008 — 2012
Bachelor of Science, Finance and Marketing
Kellenberg Memorial High School 2004 — 2008
General Degree
Chris Galeazzi Chris Galeazzi's Fidelity Investments Experience 1992 - 2006
Job Senior Compliance Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2007 - Present
Fidelity Investments 1992 - 2006
Skills
Mutual Funds, Financial Services, FINRA, Asset Managment, Series 24, Securities, Series 63, AML, Equities, Risk Management, Series 7, Investments, Alternative Investments, Investment Advisory, Asset Management
Education
Boston College 1984 — 1988
BA, Economics
Suffolk University
Master of Business Administration (MBA)
MFS Investment Management May 2007 - Present
Fidelity Investments 1992 - 2006
Skills
Mutual Funds, Financial Services, FINRA, Asset Managment, Series 24, Securities, Series 63, AML, Equities, Risk Management, Series 7, Investments, Alternative Investments, Investment Advisory, Asset Management
Education
Boston College 1984 — 1988
BA, Economics
Suffolk University
Master of Business Administration (MBA)
Andrea Ardito's Fidelity Investments Experience June 2012 - Present
Job Trading Assistant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments August 2011 - May 2012
Boston College Supported Employment Program June 2010 - May 2011
Merrill Lynch June 2009 - August 2009
West Windsor - Plainsboro Regional School District June 2008 - August 2008
New York City Department of Transportation June 2007 - August 2007
Education
Boston College 2007 — 2011
Bachelors of Arts, English Language and Literature
Fidelity Investments June 2012 - Present
Fidelity Investments August 2011 - May 2012
Boston College Supported Employment Program June 2010 - May 2011
Merrill Lynch June 2009 - August 2009
West Windsor - Plainsboro Regional School District June 2008 - August 2008
New York City Department of Transportation June 2007 - August 2007
Education
Boston College 2007 — 2011
Bachelors of Arts, English Language and Literature
Anthony Morose Anthony Morose's Fidelity Investments Experience April 1991 - October 2003
Job Chief Operating Officer at Quiet Revolution LLC
Industry Venture Capital & Private Equity
Experience
Quiet Revolution LLC July 2014 - Present
Golub Capital February 2013 - June 2014
JPMorgan, Worldwide Securities Services (WSS) October 2011 - January 2013
JPMorgan, Worldwide Securies Services (WSS) October 2008 - September 2011
JPMorgan Asset Management October 2006 - September 2008
JPMorgan Asset Management November 2003 - September 2006
Fidelity Investments April 1991 - October 2003
Skills
Financial Services, Mutual Funds, Alternative Investments, Financial Modeling, Finance, Fixed Income, Asset Management, Equities, Capital Markets, Banking, Private Equity, Investment Management, Derivatives, Management, Corporate Finance, Leadership, Hedge Funds, Portfolio Management, Securities, Wealth Management, Series 7, Due Diligence, Financial Analysis, Risk Management, Asset Managment, Valuation, Investment Banking, Bloomberg, Asset Allocation, Investments
Education
Boston College 1991 — 1994
Master of Science (MS), Finance
University of Chicago 1987 — 1988
Master of Arts (MA), Social Sciences - Economics
Boston College 1982 — 1984
Bachelor of Science (BS), Business Administration - Accounting
Quiet Revolution LLC July 2014 - Present
Golub Capital February 2013 - June 2014
JPMorgan, Worldwide Securities Services (WSS) October 2011 - January 2013
JPMorgan, Worldwide Securies Services (WSS) October 2008 - September 2011
JPMorgan Asset Management October 2006 - September 2008
JPMorgan Asset Management November 2003 - September 2006
Fidelity Investments April 1991 - October 2003
Skills
Financial Services, Mutual Funds, Alternative Investments, Financial Modeling, Finance, Fixed Income, Asset Management, Equities, Capital Markets, Banking, Private Equity, Investment Management, Derivatives, Management, Corporate Finance, Leadership, Hedge Funds, Portfolio Management, Securities, Wealth Management, Series 7, Due Diligence, Financial Analysis, Risk Management, Asset Managment, Valuation, Investment Banking, Bloomberg, Asset Allocation, Investments
Education
Boston College 1991 — 1994
Master of Science (MS), Finance
University of Chicago 1987 — 1988
Master of Arts (MA), Social Sciences - Economics
Boston College 1982 — 1984
Bachelor of Science (BS), Business Administration - Accounting
Tom Strachan's Fidelity Investments Experience 2007 - 2008
Job VP of Sales & BD at Pointillist
Industry Internet
Experience
Pointillist May 2015 - Present
GoodData March 2011 - November 2014
Webtrends 2008 - 2011
Fidelity Investments 2007 - 2008
WCI Communities 2004 - 2007
YogaDuzit.com 2001 - 2004
Akamai Technologies 1999 - 2001
Skills
Business Intelligence, Web Analytics, Email Marketing, Social Media, Salesforce.com, Online Marketing, Sales Management, SaaS, Business Analytics, Sales Operations, Sales, Sales Process..., Leadership Development, Organizational..., Online Advertising, Sales Analysis, Marketing Strategy, GoodData, Analytics, Strategic Partnerships, Enterprise Software, Marketing, Strategy, Business Development, Sales Process, CRM, Team Leadership, Leadership, Team Building, Start-ups, Marketing Management, Trade Shows
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MBA, Finance, Marketing
Boston College 1988 — 1992
BA, History
Weston High School
Master of Business Administration (MBA)
Pointillist May 2015 - Present
GoodData March 2011 - November 2014
Webtrends 2008 - 2011
Fidelity Investments 2007 - 2008
WCI Communities 2004 - 2007
YogaDuzit.com 2001 - 2004
Akamai Technologies 1999 - 2001
Skills
Business Intelligence, Web Analytics, Email Marketing, Social Media, Salesforce.com, Online Marketing, Sales Management, SaaS, Business Analytics, Sales Operations, Sales, Sales Process..., Leadership Development, Organizational..., Online Advertising, Sales Analysis, Marketing Strategy, GoodData, Analytics, Strategic Partnerships, Enterprise Software, Marketing, Strategy, Business Development, Sales Process, CRM, Team Leadership, Leadership, Team Building, Start-ups, Marketing Management, Trade Shows
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1998
MBA, Finance, Marketing
Boston College 1988 — 1992
BA, History
Weston High School
Master of Business Administration (MBA)
Al Izaguirre's Fidelity Investments Experience 2004 - 2004
Job Chief Compliance Officer, KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC October 2009 - Present
KPMG LLP 2005 - September 2009
Fidelity Investments 2004 - 2004
Wachovia Securities, LLC 2000 - 2004
Financial Industry Regulatory Authority (FINRA) 1993 - 2000
Skills
Due Diligence, Securities, AML, Private Equity, Capital Markets, Financial Services, Finance, SEC, Financial Risk, Mergers & Acquisitions, Risk Management, Corporate Governance, Corporate Finance, Fraud, Hedge Funds, Anti Money Laundering, Financial Analysis, Financial Modeling
Education
Boston College 1984 — 1988
BA, Political Science, Philosophy
KPMG Corporate Finance LLC October 2009 - Present
KPMG LLP 2005 - September 2009
Fidelity Investments 2004 - 2004
Wachovia Securities, LLC 2000 - 2004
Financial Industry Regulatory Authority (FINRA) 1993 - 2000
Skills
Due Diligence, Securities, AML, Private Equity, Capital Markets, Financial Services, Finance, SEC, Financial Risk, Mergers & Acquisitions, Risk Management, Corporate Governance, Corporate Finance, Fraud, Hedge Funds, Anti Money Laundering, Financial Analysis, Financial Modeling
Education
Boston College 1984 — 1988
BA, Political Science, Philosophy
Chapin Duke's Fidelity Investments Experience June 2014 - May 2015
Job Wealth Management Professional at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2015 - July 2015
Fidelity Investments June 2014 - May 2015
Congress Asset Management January 2014 - May 2014
EMC May 2013 - August 2013
Northwestern Mutual July 2012 - December 2012
TechTarget May 2011 - August 2011
Skills
Social Media, Marketing, PowerPoint, Salesforce.com, Facebook, Microsoft Office, Sales, Data Analysis, Social Media Marketing, Social Networking, Analytics, SEO, Wealth Management..., Account Management, Client Relations, Financial Services, Investment Management, Institutional...
Education
Boston College 2010 — 2014
Bachelors of Science, Carroll School of Management, Business and Marketing
Brooks School 2008 — 2010
Kent Denver 2006 — 2007
Marketing/Marketing Management, General
Goldman Sachs May 2015 - July 2015
Fidelity Investments June 2014 - May 2015
Congress Asset Management January 2014 - May 2014
EMC May 2013 - August 2013
Northwestern Mutual July 2012 - December 2012
TechTarget May 2011 - August 2011
Skills
Social Media, Marketing, PowerPoint, Salesforce.com, Facebook, Microsoft Office, Sales, Data Analysis, Social Media Marketing, Social Networking, Analytics, SEO, Wealth Management..., Account Management, Client Relations, Financial Services, Investment Management, Institutional...
Education
Boston College 2010 — 2014
Bachelors of Science, Carroll School of Management, Business and Marketing
Brooks School 2008 — 2010
Kent Denver 2006 — 2007
Marketing/Marketing Management, General
Christine McConnell Christine McConnell's Fidelity Investments Experience 2000 - 2013
Job Portfolio Manager
Industry Financial Services
Experience
Catholic Schools Foundation- Boston May 2009 - Present
Fidelity Investments 2000 - 2013
Loan Syndication and Trading Association 2009 - 2011
Fidelity Investments 1987 - 2000
Wellington Management Company 1993 - 1994
Elliott Associates 1986 - 1987
Drexel Burnham Lambert 1985 - 1986
Education
Cornell University - S.C. Johnson Graduate School of Management 1983 — 1985
Master of Business Administration (MBA)
Boston College 1976 — 1980
Bachelor of Science (B.S.), Finance and Economics
Catholic Schools Foundation- Boston May 2009 - Present
Fidelity Investments 2000 - 2013
Loan Syndication and Trading Association 2009 - 2011
Fidelity Investments 1987 - 2000
Wellington Management Company 1993 - 1994
Elliott Associates 1986 - 1987
Drexel Burnham Lambert 1985 - 1986
Education
Cornell University - S.C. Johnson Graduate School of Management 1983 — 1985
Master of Business Administration (MBA)
Boston College 1976 — 1980
Bachelor of Science (B.S.), Finance and Economics
Audrey Siciliano's Fidelity Investments Experience August 1992 - February 2010
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments August 1992 - February 2010
Skills
Communication, Negotiation, Requirements Analysis, Customer Service, Writing, Training Delivery, ERISA, 401k, IRAs, Drafting Policies, Operational Risk, Financial Services
Education
Emerson College 1995 — 1998
Master of Arts (MA), Management Communications
Boston College 1989 — 1993
Bachelor of Arts (BA), English
Fidelity Investments August 1992 - February 2010
Skills
Communication, Negotiation, Requirements Analysis, Customer Service, Writing, Training Delivery, ERISA, 401k, IRAs, Drafting Policies, Operational Risk, Financial Services
Education
Emerson College 1995 — 1998
Master of Arts (MA), Management Communications
Boston College 1989 — 1993
Bachelor of Arts (BA), English
Steven Du's Fidelity Investments Experience April 2000 - June 2005
Job Senior Interaction Designer at Wells Fargo
Industry Design
Experience
Wells Fargo November 2014 - Present
OgilvyOne Worldwide March 2011 - October 2014
Canoe Ventures August 2010 - March 2011
INVISION Inc. September 2007 - August 2010
Operative April 2007 - June 2007
Federal Home Loan Bank of New York June 2005 - April 2007
Fidelity Investments April 2000 - June 2005
Skills
Information Architecture, User Experience, User Interface Design, Interaction Design, Business Analysis, Requirements Gathering, Agile, Product Management, Mobile, User-centered Design, Requirements Analysis, Visio, Axure, User Interface, Wire Framing, Mobile Applications, Content Management, Prototyping, Cross-functional Team..., Usability Design, Functional..., Product Development, Scrum, Business Requirements, Agile Methodologies, Usability Engineering, Mobile Devices, Usability Testing, User Experience Design, Agile Project Management, Wireframes, Creative Direction, Usability, Strategy, Content Strategy, Digital Strategy, E-commerce, Web Analytics, Experience Design, Persona, Information Design, OmniGraffle, Heuristic Evaluation, CMS, Interactive Marketing, User Scenarios, Site Maps
Education
Boston College
Bachelor's Degree, Economics, MIS
Wells Fargo November 2014 - Present
OgilvyOne Worldwide March 2011 - October 2014
Canoe Ventures August 2010 - March 2011
INVISION Inc. September 2007 - August 2010
Operative April 2007 - June 2007
Federal Home Loan Bank of New York June 2005 - April 2007
Fidelity Investments April 2000 - June 2005
Skills
Information Architecture, User Experience, User Interface Design, Interaction Design, Business Analysis, Requirements Gathering, Agile, Product Management, Mobile, User-centered Design, Requirements Analysis, Visio, Axure, User Interface, Wire Framing, Mobile Applications, Content Management, Prototyping, Cross-functional Team..., Usability Design, Functional..., Product Development, Scrum, Business Requirements, Agile Methodologies, Usability Engineering, Mobile Devices, Usability Testing, User Experience Design, Agile Project Management, Wireframes, Creative Direction, Usability, Strategy, Content Strategy, Digital Strategy, E-commerce, Web Analytics, Experience Design, Persona, Information Design, OmniGraffle, Heuristic Evaluation, CMS, Interactive Marketing, User Scenarios, Site Maps
Education
Boston College
Bachelor's Degree, Economics, MIS
Christie Myers's Fidelity Investments Experience November 2013 - Present
Job at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Gordon Brothers Group March 2011 - November 2013
Ameriprise Financial Services, Inc. March 2005 - March 2011
Skills
Social Media, Social Media Marketing, Adobe Acrobat, Microsoft Excel, Financial Modeling, HTML
Education
Boston College 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
Fidelity Investments November 2013 - Present
Gordon Brothers Group March 2011 - November 2013
Ameriprise Financial Services, Inc. March 2005 - March 2011
Skills
Social Media, Social Media Marketing, Adobe Acrobat, Microsoft Excel, Financial Modeling, HTML
Education
Boston College 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
Catherine Spozio's Fidelity Investments Experience December 1986 - December 2001
Job Librarian at Federal Reserve Bank of Boston
Industry Banking
Experience
Federal Reserve Bank of Boston March 2002 - Present
Fidelity Investments December 1986 - December 2001
American College of Switzerland September 1977 - October 1986
Skills
Collection Development, Library Science, Library, Cataloging, Libraries, Research, Knowledge Transfer, French, Reference Services, Library Automation, Taxonomy, Electronic Resources, Metadata, Library Management, Information Management
Education
Boston College - Carroll School of Management 1995 — 2001
MBA
Simmons College 1974 — 1975
MSLS, Library science
Boston College 1970 — 1974
AB
Federal Reserve Bank of Boston March 2002 - Present
Fidelity Investments December 1986 - December 2001
American College of Switzerland September 1977 - October 1986
Skills
Collection Development, Library Science, Library, Cataloging, Libraries, Research, Knowledge Transfer, French, Reference Services, Library Automation, Taxonomy, Electronic Resources, Metadata, Library Management, Information Management
Education
Boston College - Carroll School of Management 1995 — 2001
MBA
Simmons College 1974 — 1975
MSLS, Library science
Boston College 1970 — 1974
AB
Anne Silver Anne Silver's Fidelity Investments Experience 1994 - 1998
Job Director of Operations at Parent/Professional Advocacy League
Industry Financial Services
Experience
Parent/Professional Advocacy League September 2014 - Present
Charles River Development April 2014 - August 2014
Ameriprise Financial/Columbia Management August 2007 - March 2014
Parent/Professional Advocacy League 2009 - 2013
Wellington Management August 2003 - July 2007
Deutsche Asset Management February 2001 - July 2003
Fidelity Investments 1994 - 1998
Skills
Project Management, Legal Compliance, Risk Assessment, Employee Training, Securities Regulation, Policy Writing, Leadership Development, Training, Mutual Funds, Due Diligence, Asset Management, Securities, Financial Services, Risk Management
Education
New York University School of Law 1989 — 1992
Doctor of Law (J.D.)
Boston College 1985 — 1989
Bachelor of Arts (B.A.), English
Parent/Professional Advocacy League September 2014 - Present
Charles River Development April 2014 - August 2014
Ameriprise Financial/Columbia Management August 2007 - March 2014
Parent/Professional Advocacy League 2009 - 2013
Wellington Management August 2003 - July 2007
Deutsche Asset Management February 2001 - July 2003
Fidelity Investments 1994 - 1998
Skills
Project Management, Legal Compliance, Risk Assessment, Employee Training, Securities Regulation, Policy Writing, Leadership Development, Training, Mutual Funds, Due Diligence, Asset Management, Securities, Financial Services, Risk Management
Education
New York University School of Law 1989 — 1992
Doctor of Law (J.D.)
Boston College 1985 — 1989
Bachelor of Arts (B.A.), English
Yianni Skourtis's Fidelity Investments Experience May 2015 - Present
Job Director, Global Business Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments July 2013 - Present
Fidelity Investments 2012 - June 2013
Fidelity Investments December 2007 - 2012
Fidelity Investments June 2006 - August 2006
Liberty Mutual June 2005 - August 2005
Skills
Strategic Planning, Program Facilitation, Global Strategy, Risk Management, Finance, Financial Regulation, Project Management, Capital Markets, Auditing, Bloomberg, Internal Audit, Electronic Trading, FINRA, Operational Risk, Microsoft Excel, Asset Managment, Global Business...
Education
Boston University - School of Management 2011 — 2015
MBA
Boston College 2003 — 2007
Bachelor, Finance
Fidelity Investments May 2015 - Present
Fidelity Investments July 2013 - Present
Fidelity Investments 2012 - June 2013
Fidelity Investments December 2007 - 2012
Fidelity Investments June 2006 - August 2006
Liberty Mutual June 2005 - August 2005
Skills
Strategic Planning, Program Facilitation, Global Strategy, Risk Management, Finance, Financial Regulation, Project Management, Capital Markets, Auditing, Bloomberg, Internal Audit, Electronic Trading, FINRA, Operational Risk, Microsoft Excel, Asset Managment, Global Business...
Education
Boston University - School of Management 2011 — 2015
MBA
Boston College 2003 — 2007
Bachelor, Finance
Cheryl Grady Cheryl Grady's Fidelity Investments Experience 2001 - 2007
Job Campus Minister at St Thomas More Chuch at UNH
Industry Education Management
Experience
St Thomas More Chuch at UNH August 2011 - Present
Fidelity Investments 2001 - 2007
Skills
Teaching, Leadership Development, Curriculum Development, Public Speaking, Curriculum Design, Volunteer Management, Program Development, Higher Education, Community Outreach, Tutoring, Theology, Leadership, Research, Event Planning, PowerPoint
Education
Plymouth State University 2010 — 2015
Certificate of Advanced Graduate Studies, Higher Education - Curriculum and Instruction
Boston College 1990 — 1992
Master's Degree, Theology/Theological Studies
Boston College 1986 — 1990
Bachelor's Degree, English Language and Literature, General
St Thomas More Chuch at UNH August 2011 - Present
Fidelity Investments 2001 - 2007
Skills
Teaching, Leadership Development, Curriculum Development, Public Speaking, Curriculum Design, Volunteer Management, Program Development, Higher Education, Community Outreach, Tutoring, Theology, Leadership, Research, Event Planning, PowerPoint
Education
Plymouth State University 2010 — 2015
Certificate of Advanced Graduate Studies, Higher Education - Curriculum and Instruction
Boston College 1990 — 1992
Master's Degree, Theology/Theological Studies
Boston College 1986 — 1990
Bachelor's Degree, English Language and Literature, General
Amy Peterson, PMP's Fidelity Investments Experience 1995 - 1999
Job Personal Pursuits Program at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting June 2012 - Present
Deloitte Consulting September 2001 - Present
American Express June 2000 - August 2000
Fidelity Investments 1995 - 1999
Bernard Hodes Group October 1993 - October 1995
Skills
Business Strategy, Management Consulting, Strategy Development, Product Development, Strategic Planning, Program Management, Strategy, Methodology, Leadership, Analytics, Project Management, CRM, Business Process..., Team Leadership, Product Management, Business Process, Business Intelligence, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Boston College 1989 — 1993
BA
Deloitte Consulting June 2012 - Present
Deloitte Consulting September 2001 - Present
American Express June 2000 - August 2000
Fidelity Investments 1995 - 1999
Bernard Hodes Group October 1993 - October 1995
Skills
Business Strategy, Management Consulting, Strategy Development, Product Development, Strategic Planning, Program Management, Strategy, Methodology, Leadership, Analytics, Project Management, CRM, Business Process..., Team Leadership, Product Management, Business Process, Business Intelligence, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Boston College 1989 — 1993
BA
Chris Anzellotti's Fidelity Investments Experience November 2013 - Present
Job Vice President, Multi Channel Consumer Experience at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments November 2013 - Present
Havas Media January 2013 - October 2013
Liberty Mutual Insurance June 2009 - January 2013
iKnowtion July 2005 - May 2009
Fidelity Investments 2005 - 2008
Epsilon 2003 - 2005
Digitas 1999 - 2003
Skills
Database Marketing, Marketing Strategy, Strategic Planning, Customer Experience, Analytics, Measurements, Presentation Development, Executive Presentations, Marketing Communications, Strategic Communications, Customer Lifecycle..., Integrated Marketing, Digital Marketing, Strategy Alignment, Analysis, CRM, Email Marketing, Market Research, Marketing, Segmentation, Strategy
Education
Boston College 1995 — 1999
B.S., Finance & Marketing
Fidelity Investments November 2013 - Present
Havas Media January 2013 - October 2013
Liberty Mutual Insurance June 2009 - January 2013
iKnowtion July 2005 - May 2009
Fidelity Investments 2005 - 2008
Epsilon 2003 - 2005
Digitas 1999 - 2003
Skills
Database Marketing, Marketing Strategy, Strategic Planning, Customer Experience, Analytics, Measurements, Presentation Development, Executive Presentations, Marketing Communications, Strategic Communications, Customer Lifecycle..., Integrated Marketing, Digital Marketing, Strategy Alignment, Analysis, CRM, Email Marketing, Market Research, Marketing, Segmentation, Strategy
Education
Boston College 1995 — 1999
B.S., Finance & Marketing
Billy Kelley Billy Kelley's Fidelity Investments Experience
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Investments
Education
Boston University - Metropolitan College 2001 — 2003
Certificate in Financial Planning
Boston College 1992 — 1996
BA, Political Science, Psychology, French
Fidelity Investments
Skills
Investments
Education
Boston University - Metropolitan College 2001 — 2003
Certificate in Financial Planning
Boston College 1992 — 1996
BA, Political Science, Psychology, French
Ann LeDang Sheehan's Fidelity Investments Experience August 1995 - January 1997
Job Senior Account Executive at SAP America, Inc
Industry Computer Software
Experience
SAP America, Inc September 2013 - Present
Oracle Corporation November 2011 - May 2013
Gartner, Inc September 2006 - November 2011
Microsoft Corporation September 2003 - January 2006
SAP January 2003 - September 2003
SAP August 2001 - January 2003
Siebel Systems, Inc September 2000 - August 2001
Siebel Systems, Inc September 1998 - September 2000
Siebel Systems, Inc August 1997 - September 1998
Fidelity Investments August 1995 - January 1997
Skills
Enterprise Software, Solution Selling, Strategy, Sales Operations, Professional Services, Selling, Strategic Partnerships, Account Management, Pre-sales, CRM, Go-to-market Strategy, Sales Process, Business Strategy, Product Management, Product Marketing, ERP, EPM, Financial &...
Education
Boston College 1991 — 1995
BA
Boston Latin Academy
SAP America, Inc September 2013 - Present
Oracle Corporation November 2011 - May 2013
Gartner, Inc September 2006 - November 2011
Microsoft Corporation September 2003 - January 2006
SAP January 2003 - September 2003
SAP August 2001 - January 2003
Siebel Systems, Inc September 2000 - August 2001
Siebel Systems, Inc September 1998 - September 2000
Siebel Systems, Inc August 1997 - September 1998
Fidelity Investments August 1995 - January 1997
Skills
Enterprise Software, Solution Selling, Strategy, Sales Operations, Professional Services, Selling, Strategic Partnerships, Account Management, Pre-sales, CRM, Go-to-market Strategy, Sales Process, Business Strategy, Product Management, Product Marketing, ERP, EPM, Financial &...
Education
Boston College 1991 — 1995
BA
Boston Latin Academy
Tod Pierce's Fidelity Investments Experience 2007 - 2008
Job Senior Manager at General Dynamics Information Technology
Industry Information Technology and Services
Experience
General Dynamics Information Technology December 2010 - Present
General Dynamics Information Technology June 2008 - January 2011
Fidelity Investments 2007 - 2008
Zensar ThoughtDigital April 2006 - June 2007
CDM 1997 - 2006
Education
Boston College 1993 — 1997
Bachelor of Science, Accounting
The Delbarton School 1989 — 1993
High School
General Dynamics Information Technology December 2010 - Present
General Dynamics Information Technology June 2008 - January 2011
Fidelity Investments 2007 - 2008
Zensar ThoughtDigital April 2006 - June 2007
CDM 1997 - 2006
Education
Boston College 1993 — 1997
Bachelor of Science, Accounting
The Delbarton School 1989 — 1993
High School
Anne Stingle's Fidelity Investments Experience February 2006 - Present
Job
Industry Information Technology and Services
Experience
Fidelity Investments February 2006 - Present
Education
Cambridge Institute of Computer Processing 1985 — 1986
Certificate
Boston College 1980 — 1984
Bachelor of Arts
Fidelity Investments February 2006 - Present
Education
Cambridge Institute of Computer Processing 1985 — 1986
Certificate
Boston College 1980 — 1984
Bachelor of Arts
Cheryl Hartley's Fidelity Investments Experience 1994 - 2000
Job Project Manager
Industry Information Technology and Services
Experience
SAIC February 2009 - June 2013
Fidelity Investment January 2004 - December 2005
Fidelity Investments 1994 - 2000
Bank of Boston May 1990 - July 1994
Codex/Motorola 1986 - 1988
Skills
PMP, Software Requirements, Business Development, capture management, Proposal Writing, Process Improvement, Business Strategy, Management, Quality Assurance, Requirements Management, Systems Engineering, Software Development, CRM, DoD, SDLC, Strategic Planning, Product Development, Software Project..., Cross-functional Team..., Integration, Program Management, Agile Project Management, Enterprise Software, Marketing, Project Management, Requirements Analysis, Analysis, Web Development, Earned Value Management
Education
Boston College 1988 — 1990
MBA, Finance
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Science, Computer and Information Science
The University of Manchester
SAIC February 2009 - June 2013
Fidelity Investment January 2004 - December 2005
Fidelity Investments 1994 - 2000
Bank of Boston May 1990 - July 1994
Codex/Motorola 1986 - 1988
Skills
PMP, Software Requirements, Business Development, capture management, Proposal Writing, Process Improvement, Business Strategy, Management, Quality Assurance, Requirements Management, Systems Engineering, Software Development, CRM, DoD, SDLC, Strategic Planning, Product Development, Software Project..., Cross-functional Team..., Integration, Program Management, Agile Project Management, Enterprise Software, Marketing, Project Management, Requirements Analysis, Analysis, Web Development, Earned Value Management
Education
Boston College 1988 — 1990
MBA, Finance
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Science, Computer and Information Science
The University of Manchester
Andrew Sinnott's Fidelity Investments Experience May 2000 - March 2008
Job Vice President
Industry Financial Services
Experience
Goldman Sachs July 2010 - Present
Goldman Sachs July 2010 - December 2010
AXA Equitable April 2008 - June 2010
Fidelity Investments May 2000 - March 2008
Thomson Financial July 1998 - May 2000
Education
Boston College
Goldman Sachs July 2010 - Present
Goldman Sachs July 2010 - December 2010
AXA Equitable April 2008 - June 2010
Fidelity Investments May 2000 - March 2008
Thomson Financial July 1998 - May 2000
Education
Boston College
Cathy Palladini, CBAP's Fidelity Investments Experience October 2011 - Present
Job Consultant at LeapFrog Systems
Industry Financial Services
Experience
LeapFrog Systems October 2011 - Present
Fidelity Investments October 2011 - Present
FM Global April 2008 - October 2011
Iron Mountain May 2007 - April 2008
MFS Investment Management March 2000 - May 2007
MFS Investment Management March 2000 - May 2007
Cahners Business Information April 1998 - March 2000
Reed Elsevier May 1996 - March 2000
ADE Corporation December 1995 - April 1998
Skills
Business Analysis, Requirements Gathering, SDLC, Business Process, Insurance, Project Management, Integration, Software Documentation, Oracle, Analysis, Quality Assurance, Data Analysis, Business Requirements, Cross-functional Team..., Process Improvement, Testing, Agile Methodologies, Databases
Education
Boston College
Bachelor of Science, Sociology
LeapFrog Systems October 2011 - Present
Fidelity Investments October 2011 - Present
FM Global April 2008 - October 2011
Iron Mountain May 2007 - April 2008
MFS Investment Management March 2000 - May 2007
MFS Investment Management March 2000 - May 2007
Cahners Business Information April 1998 - March 2000
Reed Elsevier May 1996 - March 2000
ADE Corporation December 1995 - April 1998
Skills
Business Analysis, Requirements Gathering, SDLC, Business Process, Insurance, Project Management, Integration, Software Documentation, Oracle, Analysis, Quality Assurance, Data Analysis, Business Requirements, Cross-functional Team..., Process Improvement, Testing, Agile Methodologies, Databases
Education
Boston College
Bachelor of Science, Sociology
Tricia Ketchum's Fidelity Investments Experience August 1987 - Present
Job Director, Online Security at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 1987 - Present
Skills
Security, Strategic Planning, Risk, Program Management, Analysis, Web Project Management, Financial Reporting, Financial Analysis, Training, Vendor Management, Financial Risk, Six Sigma, Management, Strategy, Business Analysis, Risk Management, Financial Services, Leadership, Process Improvement, Project Management, SDLC, Product Management, Investments, Cross-functional Team...
Education
Boston College 1977 — 1981
BA
The University of Dallas 1983 — 1985
MBA, International Business
Fidelity Investments August 1987 - Present
Skills
Security, Strategic Planning, Risk, Program Management, Analysis, Web Project Management, Financial Reporting, Financial Analysis, Training, Vendor Management, Financial Risk, Six Sigma, Management, Strategy, Business Analysis, Risk Management, Financial Services, Leadership, Process Improvement, Project Management, SDLC, Product Management, Investments, Cross-functional Team...
Education
Boston College 1977 — 1981
BA
The University of Dallas 1983 — 1985
MBA, International Business
Anne M O'Brien's Fidelity Investments Experience July 2006 - November 2010
Job External Affairs Manager at The GroundTruth Project
Industry Writing and Editing
Experience
The GroundTruth Project January 2015 - Present
Martin Middlebrook Photography Workshops USA September 2013 - Present
Woods Hole Film Festival January 2005 - Present
Integrated Statistics at NOAA Northeast Fisheries Science Center November 2010 - January 2015
Fidelity Investments July 2006 - November 2010
Partners Healthcare/The Jimmy Fund March 2005 - June 2006
Workscape July 2000 - November 2004
The Learning Company August 1998 - June 2000
Putnam Investments May 1997 - August 1998
Mutual of America January 1990 - May 1997
Skills
Fundraising, Facebook, Editing, Event Planning, Event Management, Team Leadership, Customer Service, Public Relations, Human Resources, Project Management, Employee Benefits, Marketing Communications, Leadership, Community Outreach, Management, Nonprofits, Social Media, Program Management, Policy
Education
Boston College
BA, Political Science, English
Boston College
The GroundTruth Project January 2015 - Present
Martin Middlebrook Photography Workshops USA September 2013 - Present
Woods Hole Film Festival January 2005 - Present
Integrated Statistics at NOAA Northeast Fisheries Science Center November 2010 - January 2015
Fidelity Investments July 2006 - November 2010
Partners Healthcare/The Jimmy Fund March 2005 - June 2006
Workscape July 2000 - November 2004
The Learning Company August 1998 - June 2000
Putnam Investments May 1997 - August 1998
Mutual of America January 1990 - May 1997
Skills
Fundraising, Facebook, Editing, Event Planning, Event Management, Team Leadership, Customer Service, Public Relations, Human Resources, Project Management, Employee Benefits, Marketing Communications, Leadership, Community Outreach, Management, Nonprofits, Social Media, Program Management, Policy
Education
Boston College
BA, Political Science, English
Boston College
Chi Tu's Fidelity Investments Experience April 2007 - February 2008
Job Investment Analytics
Industry Financial Services
Experience
Lockheed Martin Investment Management Company May 2014 - Present
State Street February 2008 - May 2014
Fidelity Investments April 2007 - February 2008
Boston Advisors September 2005 - February 2007
Skills
Fixed Income, Mutual Funds, Equities, Bloomberg, Fund Accounting, Securities, Hedge Funds, Asset Managment, Alternative Investments, Financial Services, Performance Attribution, Investments, Product Management, Derivatives, Venture Capital, Private Equity, Client Facing Skills, Technical Presentations, Quantative Analysis, Institutional Investors, Analytical Skills, Portfolio Performance..., Multi-asset Class..., Asset Allocation, Asset Management, Institutional..., Investment Management, Investment Strategies, Performance Measurement, Portfolio Management, Fund Of Funds, Bloomberg Terminal, Financial Markets, Analytics, ETFs, Valuation, Bonds, Fund Administration, Capital Markets, Global Custody, Wealth Management, Client Services, Pension Funds, Relationship Management, Risk Management, Equity Valuation, Pensions, Due Diligence, Fixed Income Analysis, Finance
Education
Boston College
Bachelor of Science (BS), Biology/Biological Sciences, General
University of Geneva
PhD Candiate, Biochemistry and Molecular Biology
Lockheed Martin Investment Management Company May 2014 - Present
State Street February 2008 - May 2014
Fidelity Investments April 2007 - February 2008
Boston Advisors September 2005 - February 2007
Skills
Fixed Income, Mutual Funds, Equities, Bloomberg, Fund Accounting, Securities, Hedge Funds, Asset Managment, Alternative Investments, Financial Services, Performance Attribution, Investments, Product Management, Derivatives, Venture Capital, Private Equity, Client Facing Skills, Technical Presentations, Quantative Analysis, Institutional Investors, Analytical Skills, Portfolio Performance..., Multi-asset Class..., Asset Allocation, Asset Management, Institutional..., Investment Management, Investment Strategies, Performance Measurement, Portfolio Management, Fund Of Funds, Bloomberg Terminal, Financial Markets, Analytics, ETFs, Valuation, Bonds, Fund Administration, Capital Markets, Global Custody, Wealth Management, Client Services, Pension Funds, Relationship Management, Risk Management, Equity Valuation, Pensions, Due Diligence, Fixed Income Analysis, Finance
Education
Boston College
Bachelor of Science (BS), Biology/Biological Sciences, General
University of Geneva
PhD Candiate, Biochemistry and Molecular Biology
Steven Lee, CEBS, CCP, GRP, PHR's Fidelity Investments Experience January 2000 - February 2001
Job Human Resources | Compensation | Benefits | Adjunct Faculty | Nonprofit Board Member
Industry Human Resources
Experience
Abt Associates August 2013 - Present
Golden Gate University May 2010 - Present
Hallmark Health System, Inc. November 2010 - August 2013
Rhode Island School of Design April 2009 - November 2010
Circles July 2008 - January 2009
New England Conservatory May 2006 - July 2008
Top Layer Networks September 2003 - April 2006
Fidelity Investments January 2000 - February 2001
Skills
Compensation, Deferred Compensation, Job Evaluation, Human Resources, Compensation & Benefit, Job Analysis, HRIS, Employee Benefits, Salary, Performance Management, FLSA, Salary Structures, Market Pricing, Executive Pay, Global Compensation, FMLA, Incentive Programs, spot bonus, Oracle HR, Talent Management, Teaching, Recruiting, Onboarding, Workforce Planning, Policy, Employee Relations, Benefits Design, Vendor Management, Compensation & Benefits
Education
Boston College
B.S.
Golden Gate University
M.S.
Harvard University
A.L.M.
Abt Associates August 2013 - Present
Golden Gate University May 2010 - Present
Hallmark Health System, Inc. November 2010 - August 2013
Rhode Island School of Design April 2009 - November 2010
Circles July 2008 - January 2009
New England Conservatory May 2006 - July 2008
Top Layer Networks September 2003 - April 2006
Fidelity Investments January 2000 - February 2001
Skills
Compensation, Deferred Compensation, Job Evaluation, Human Resources, Compensation & Benefit, Job Analysis, HRIS, Employee Benefits, Salary, Performance Management, FLSA, Salary Structures, Market Pricing, Executive Pay, Global Compensation, FMLA, Incentive Programs, spot bonus, Oracle HR, Talent Management, Teaching, Recruiting, Onboarding, Workforce Planning, Policy, Employee Relations, Benefits Design, Vendor Management, Compensation & Benefits
Education
Boston College
B.S.
Golden Gate University
M.S.
Harvard University
A.L.M.
Beth Thompson's Fidelity Investments Experience May 2014 - Present
Job Director of Regional Communications at Fidelity Investments
Industry Public Relations and Communications
Experience
Fidelity Investments May 2014 - Present
Veritude November 2013 - May 2014
Fidelity Investments July 2007 - May 2013
The TJX Companies, Inc. November 1998 - July 2007
MediaMap March 1998 - November 1998
WGBH November 1997 - March 1998
Boston Business Journal September 1996 - November 1997
Skills
Corporate Communications, Internal Communications, Marketing Communications, Strategic..., Message Development, Program Management, Employee Engagement, Compensation & Benefits..., Performance Management, PowerPoint, Building Relationships, Relationship Management..., Writing, Editorial, Editing, Executive..., Strategic Communications, Building Effective..., Work Effectively, Efficiency, Microsoft Word, Human Resources, Newsletters
Education
Boston College 1997 — 2001
MS, Administrative Studies
Stonehill College 1992 — 1996
Bachelor of Arts (BA), Communications
Fidelity Investments May 2014 - Present
Veritude November 2013 - May 2014
Fidelity Investments July 2007 - May 2013
The TJX Companies, Inc. November 1998 - July 2007
MediaMap March 1998 - November 1998
WGBH November 1997 - March 1998
Boston Business Journal September 1996 - November 1997
Skills
Corporate Communications, Internal Communications, Marketing Communications, Strategic..., Message Development, Program Management, Employee Engagement, Compensation & Benefits..., Performance Management, PowerPoint, Building Relationships, Relationship Management..., Writing, Editorial, Editing, Executive..., Strategic Communications, Building Effective..., Work Effectively, Efficiency, Microsoft Word, Human Resources, Newsletters
Education
Boston College 1997 — 2001
MS, Administrative Studies
Stonehill College 1992 — 1996
Bachelor of Arts (BA), Communications
Christine Brennan's Fidelity Investments Experience March 2010 - Present
Job Vice President, Associate General Counsel at Fidelity Investments
Industry Law Practice
Experience
Fidelity Investments March 2010 - Present
Fidelity Investments March 2010 - December 2011
Bingham McCutchen LLP March 2006 - February 2010
Sullivan & Cromwell LLP 1999 - 2006
Education
Boston College 1992 — 1996
The Catholic University of America, Columbus School of Law
Fidelity Investments March 2010 - Present
Fidelity Investments March 2010 - December 2011
Bingham McCutchen LLP March 2006 - February 2010
Sullivan & Cromwell LLP 1999 - 2006
Education
Boston College 1992 — 1996
The Catholic University of America, Columbus School of Law
Anthony Tristani's Fidelity Investments Experience 1998 - 2001
Job Sr. Director, Feld Career Center / Director Corporate Relations at Boston University School of Management
Industry Higher Education
Experience
Boston University School of Management February 2012 - Present
The Hanover Insurance Group July 2008 - February 2012
Babson College - F.W. Olin School of Business August 2004 - July 2008
PharmaCare - (CVS Corporation) 2002 - 2004
Fidelity Investments 1998 - 2001
Fidelity Investments 1996 - 1998
Fidelity Investments 1993 - 1995
Prudential Insurance 1989 - 1990
Investors Center Inc. 1988 - 1989
Education
Pace University - Lubin School of Business 1991 — 1992
MBA, Marketing Management
Boston College 1984 — 1988
BS, Marketing
Boston University School of Management February 2012 - Present
The Hanover Insurance Group July 2008 - February 2012
Babson College - F.W. Olin School of Business August 2004 - July 2008
PharmaCare - (CVS Corporation) 2002 - 2004
Fidelity Investments 1998 - 2001
Fidelity Investments 1996 - 1998
Fidelity Investments 1993 - 1995
Prudential Insurance 1989 - 1990
Investors Center Inc. 1988 - 1989
Education
Pace University - Lubin School of Business 1991 — 1992
MBA, Marketing Management
Boston College 1984 — 1988
BS, Marketing
Chandler Perine's Fidelity Investments Experience April 2008 - Present
Job Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2008 - Present
CypressTree Investment Management June 2006 - April 2008
Federal Reserve Bank of Boston 1999 - 2006
Education
Boston College 2004 — 2006
MBA
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2006
MBA, Finance
Bowdoin College 1995 — 1999
Deerfield Academy 1994 — 1995
Middlebury Union High School 1990 — 1994
Fidelity Investments April 2008 - Present
CypressTree Investment Management June 2006 - April 2008
Federal Reserve Bank of Boston 1999 - 2006
Education
Boston College 2004 — 2006
MBA
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2006
MBA, Finance
Bowdoin College 1995 — 1999
Deerfield Academy 1994 — 1995
Middlebury Union High School 1990 — 1994
Chris Principe's Fidelity Investments Experience July 2013 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments March 2002 - July 2013
Investors Bank and Trust 2001 - 2002
Skills
Mutual Funds, Series 63, Securities, Series 7, Investments, Customer Relations, Series 24, FINRA, Series 51, Series 65, Financial Services, Fixed Income, 401k, Series 6, Asset Allocation
Education
Boston College 1996 — 2000
Bachelor of Arts (B.A.), History
Boston College High School 1992 — 1996
Fidelity Investments July 2013 - Present
Fidelity Investments March 2002 - July 2013
Investors Bank and Trust 2001 - 2002
Skills
Mutual Funds, Series 63, Securities, Series 7, Investments, Customer Relations, Series 24, FINRA, Series 51, Series 65, Financial Services, Fixed Income, 401k, Series 6, Asset Allocation
Education
Boston College 1996 — 2000
Bachelor of Arts (B.A.), History
Boston College High School 1992 — 1996
Betsy Byrne's Fidelity Investments Experience June 1999 - August 2013
Job Vice President
Industry Financial Services
Experience
Fidelity Investments June 1999 - August 2013
Education
Boston College
BBA, Business Administration
Fidelity Investments June 1999 - August 2013
Education
Boston College
BBA, Business Administration
Andrea (Vient) Gonsalves's Fidelity Investments Experience February 2009 - May 2009
Job Director of Business & Operations Management R&I Technology at TIAACREF
Industry Real Estate
Experience
TIAA-CREF June 2015 - Present
Assabet Properties, Inc. June 2009 - Present
TIAA-CREF January 2015 - June 2015
TIAA-CREF January 2012 - December 2014
TIAA-CREF March 2011 - December 2011
Fidelity Investments February 2009 - May 2009
Fidelity Investments August 2008 - January 2009
Fidelity Investments September 2003 - July 2008
Fidelity Investments July 2000 - August 2003
Fidelity Investments December 1999 - June 2000
Skills
Real Estate, Investments, Investment Properties, Leadership, Project Management, Financial Services, Quality Assurance, Property, Training
Education
Boston College 1987 — 1991
Bachelor of Science, Biology
TIAA-CREF June 2015 - Present
Assabet Properties, Inc. June 2009 - Present
TIAA-CREF January 2015 - June 2015
TIAA-CREF January 2012 - December 2014
TIAA-CREF March 2011 - December 2011
Fidelity Investments February 2009 - May 2009
Fidelity Investments August 2008 - January 2009
Fidelity Investments September 2003 - July 2008
Fidelity Investments July 2000 - August 2003
Fidelity Investments December 1999 - June 2000
Skills
Real Estate, Investments, Investment Properties, Leadership, Project Management, Financial Services, Quality Assurance, Property, Training
Education
Boston College 1987 — 1991
Bachelor of Science, Biology
Christine Lange's Fidelity Investments Experience 1986 - January 2009
Job Head of Retirement Digital Strategy at Voya Financial
Industry Financial Services
Experience
Voya Financial April 2014 - Present
ING US June 2013 - April 2014
Putnam Investments October 2009 - June 2013
Fidelity Investments 1986 - January 2009
Fidelity Investments November 2005 - December 2008
Fidelity Investments January 2005 - November 2005
Fidelity Investments January 2000 - January 2005
Fidelity Investments May 1998 - January 2000
Fidelity Investments August 1986 - May 1998
Stone & Webster 1982 - 1986
Skills
Product Management, Pensions, Cross-functional Team..., Product Development, Retirement Services, Retirement, Business Process..., Leadership, Program Management, Strategy, Change Management, Enterprise Software, Management, Project Management
Education
Northeastern University 1981 — 1984
MS, Industrial Engineering/Engineering Management
Boston College 1977 — 1981
BS, Chemistry
Voya Financial April 2014 - Present
ING US June 2013 - April 2014
Putnam Investments October 2009 - June 2013
Fidelity Investments 1986 - January 2009
Fidelity Investments November 2005 - December 2008
Fidelity Investments January 2005 - November 2005
Fidelity Investments January 2000 - January 2005
Fidelity Investments May 1998 - January 2000
Fidelity Investments August 1986 - May 1998
Stone & Webster 1982 - 1986
Skills
Product Management, Pensions, Cross-functional Team..., Product Development, Retirement Services, Retirement, Business Process..., Leadership, Program Management, Strategy, Change Management, Enterprise Software, Management, Project Management
Education
Northeastern University 1981 — 1984
MS, Industrial Engineering/Engineering Management
Boston College 1977 — 1981
BS, Chemistry
Adam Zuckerberg's Fidelity Investments Experience July 2011 - August 2014
Job Senior Equity Head Trader at ClearArc Capital (formerly Fifth Third Asset Management)
Industry Financial Services
Experience
Senior Equity Head Trader at ClearArc Capital (formerly Fifth Third Asset Management) August 2014 - Present
Fidelity Investments July 2011 - August 2014
Noble Financial November 2009 - July 2011
Batterymarch Financial Management August 1999 - March 2009
Investors Bank & Trust June 1995 - August 1999
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2005
MBA, Finance
Boston College 1991 — 1995
BA, Math
Senior Equity Head Trader at ClearArc Capital (formerly Fifth Third Asset Management) August 2014 - Present
Fidelity Investments July 2011 - August 2014
Noble Financial November 2009 - July 2011
Batterymarch Financial Management August 1999 - March 2009
Investors Bank & Trust June 1995 - August 1999
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2005
MBA, Finance
Boston College 1991 — 1995
BA, Math
Caitlin Swift's Fidelity Investments Experience July 2013 - Present
Job Senior Compliance Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments April 2012 - June 2013
Fidelity Investments January 2011 - March 2012
Fidelity Investments June 2008 - December 2010
Skills
Internal Audit, Risk Assessment, Business Process..., Control Testing, FCPA, FCPA Compliance
Education
Boston College 2004 — 2008
Bachlor of Science, Finance, Marketing
Fidelity Investments July 2013 - Present
Fidelity Investments April 2012 - June 2013
Fidelity Investments January 2011 - March 2012
Fidelity Investments June 2008 - December 2010
Skills
Internal Audit, Risk Assessment, Business Process..., Control Testing, FCPA, FCPA Compliance
Education
Boston College 2004 — 2008
Bachlor of Science, Finance, Marketing
Bill Kavanagh's Fidelity Investments Experience January 2010 - October 2011
Job Chief Operating Officer at Fidelity SelectCo LLC
Industry Investment Management
Experience
Fidelity SelectCo LLC October 2011 - Present
Fidelity Investments January 2010 - October 2011
Fidelity Investments May 2006 - January 2010
Fidelity Investments January 2002 - May 2006
Bolt Beranek and Newman 1986 - 1991
International Paper Company 1981 - 1986
Education
Boston College 1977 — 1981
BS, Accounting
Fidelity SelectCo LLC October 2011 - Present
Fidelity Investments January 2010 - October 2011
Fidelity Investments May 2006 - January 2010
Fidelity Investments January 2002 - May 2006
Bolt Beranek and Newman 1986 - 1991
International Paper Company 1981 - 1986
Education
Boston College 1977 — 1981
BS, Accounting
Christine Reynolds's Fidelity Investments Experience 2002 - Present
Job Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2002 - Present
PricewaterhouseCoopers 1980 - 2002
Skills
Retail, Mutual Funds, Auditing, Risk Management, Accounting, Leadership, Internal Controls, Financial Services, Cash Management, Asset Management, Financial Reporting, Due Diligence, Financial Modeling, Tax, Financial Analysis, Investments, Hedge Funds
Education
Boston College
BA, Accounting
Fidelity Investments 2002 - Present
PricewaterhouseCoopers 1980 - 2002
Skills
Retail, Mutual Funds, Auditing, Risk Management, Accounting, Leadership, Internal Controls, Financial Services, Cash Management, Asset Management, Financial Reporting, Due Diligence, Financial Modeling, Tax, Financial Analysis, Investments, Hedge Funds
Education
Boston College
BA, Accounting
Beth Flanagan's Fidelity Investments Experience September 1997 - August 2011
Job Relationship Manager at Empower Retirement
Industry Financial Services
Experience
Empower Retirement January 2015 - Present
Putnam Investments September 2011 - January 2015
Fidelity Investments September 1997 - August 2011
Fidelity Investments 1993 - 1997
Fidelity Investments 1987 - 1993
Skills
401k, Mutual Funds, Relationship Management, Series 63, Financial Services, Series 7, Investments, Customer Experience
Education
Suffolk University - Sawyer Business School 1987 — 1992
MBA, Business
Boston College 1983 — 1987
MA, Mathematics
Empower Retirement January 2015 - Present
Putnam Investments September 2011 - January 2015
Fidelity Investments September 1997 - August 2011
Fidelity Investments 1993 - 1997
Fidelity Investments 1987 - 1993
Skills
401k, Mutual Funds, Relationship Management, Series 63, Financial Services, Series 7, Investments, Customer Experience
Education
Suffolk University - Sawyer Business School 1987 — 1992
MBA, Business
Boston College 1983 — 1987
MA, Mathematics
Al Riviezzo's Fidelity Investments Experience April 2014 - Present
Job Senior Vice President, Site General Manager
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments March 2011 - March 2014
Fidelity Investments April 2005 - March 2011
Fidelity Investments September 1998 - March 2005
Fidelity Investments December 1994 - August 1998
John Hancock April 1992 - November 1994
Skills
Series 63, Wealth Management, Mutual Funds, Securities, Investments, Series 24, Asset Managment, FINRA, Retirement Planning
Education
Boston College 1988 — 1992
Bachelor of Arts (BA), Political Science
Walt Whitman HS 1984 — 1988
Fidelity Investments April 2014 - Present
Fidelity Investments March 2011 - March 2014
Fidelity Investments April 2005 - March 2011
Fidelity Investments September 1998 - March 2005
Fidelity Investments December 1994 - August 1998
John Hancock April 1992 - November 1994
Skills
Series 63, Wealth Management, Mutual Funds, Securities, Investments, Series 24, Asset Managment, FINRA, Retirement Planning
Education
Boston College 1988 — 1992
Bachelor of Arts (BA), Political Science
Walt Whitman HS 1984 — 1988
Beth Rooney's Fidelity Investments Experience November 1993 - March 2004
Job Sales Manager at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate July 2013 - Present
Coldwell Banker Residential Brokerage March 2007 - June 2013
Fidelity Investments November 1993 - March 2004
Skills
Real Estate, Sellers, Investments, Selling, Relocation, Asset Managment, Real Estate Transactions, Residential Homes, Buyer Representation, Sales, First Time Home Buyers, Real Estate Development, Business Development, Investment Properties, Leadership, Asset Management, Leases, Brokerage, Entrepreneurship
Education
Boston College 1988 — 1992
Bachelor of Science (BS), Communications
Thayer Academy 1984 — 1988
diploma, High School
William Raveis Real Estate July 2013 - Present
Coldwell Banker Residential Brokerage March 2007 - June 2013
Fidelity Investments November 1993 - March 2004
Skills
Real Estate, Sellers, Investments, Selling, Relocation, Asset Managment, Real Estate Transactions, Residential Homes, Buyer Representation, Sales, First Time Home Buyers, Real Estate Development, Business Development, Investment Properties, Leadership, Asset Management, Leases, Brokerage, Entrepreneurship
Education
Boston College 1988 — 1992
Bachelor of Science (BS), Communications
Thayer Academy 1984 — 1988
diploma, High School
Diane Tasselari's Fidelity Investments Experience April 2006 - Present
Job Project Management Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2006 - Present
Sun Life Financial November 2001 - March 2006
Sun Life Financial 1990 - 2006
Sun Life Financial November 1997 - November 2001
Education
Boston College 1981 — 1985
BS, Accounting, Computer Science
Fidelity Investments April 2006 - Present
Sun Life Financial November 2001 - March 2006
Sun Life Financial 1990 - 2006
Sun Life Financial November 1997 - November 2001
Education
Boston College 1981 — 1985
BS, Accounting, Computer Science
Brian Peltonen's Fidelity Investments Experience August 2015 - Present
Job Director of Data Analytics at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments January 2013 - Present
Fidelity Investments March 2011 - December 2012
Living Playsets 2007 - March 2011
Icosystem 2005 - 2007
Cecropia, Inc. 2003 - 2005
Skills
Computer Science, Python, Artificial Intelligence, C++, Machine Learning, Software Development, Java, Software Engineering, Data Mining, Financial Modeling, Data Visualization, Simulations, Monte Carlo Simulation, Linux, Objective-C, Financial Analysis, iOS development, 3D visualization, Artificial Life, VBA, Equity Research, Commodity Markets, Oil & Gas Industry
Education
Boston College 1997 — 2001
BA, Computer Science
Phillips Academy 1994 — 1995
High School
Goffstown High 1991 — 1994
High School
Fidelity Investments August 2015 - Present
Fidelity Investments January 2013 - Present
Fidelity Investments March 2011 - December 2012
Living Playsets 2007 - March 2011
Icosystem 2005 - 2007
Cecropia, Inc. 2003 - 2005
Skills
Computer Science, Python, Artificial Intelligence, C++, Machine Learning, Software Development, Java, Software Engineering, Data Mining, Financial Modeling, Data Visualization, Simulations, Monte Carlo Simulation, Linux, Objective-C, Financial Analysis, iOS development, 3D visualization, Artificial Life, VBA, Equity Research, Commodity Markets, Oil & Gas Industry
Education
Boston College 1997 — 2001
BA, Computer Science
Phillips Academy 1994 — 1995
High School
Goffstown High 1991 — 1994
High School
Brian Belke's Fidelity Investments Experience August 2005 - August 2008
Job Partner at Valinor Management
Industry Investment Management
Experience
Valinor Management June 2010 - Present
Valinor Management May 2009 - August 2009
Fidelity Investments August 2005 - August 2008
Goldman Sachs May 2004 - August 2004
Skills
Equity Research, Equities, Financial Modeling, Valuation, Financial Analysis
Education
Harvard Business School 2008 — 2010
MBA
Boston College 2002 — 2005
BS, Finance, Accounting
Valinor Management June 2010 - Present
Valinor Management May 2009 - August 2009
Fidelity Investments August 2005 - August 2008
Goldman Sachs May 2004 - August 2004
Skills
Equity Research, Equities, Financial Modeling, Valuation, Financial Analysis
Education
Harvard Business School 2008 — 2010
MBA
Boston College 2002 — 2005
BS, Finance, Accounting
Benn Egan's Fidelity Investments Experience May 2009 - April 2011
Job Senior Sponsored Research Officer at MIT Sloan School of Management
Industry Higher Education
Experience
MIT Sloan School of Management January 2015 - Present
MIT Sloan School of Management May 2011 - December 2014
Fidelity Investments May 2009 - April 2011
Nova Group February 2006 - January 2007
Investors Bank & Trust November 2004 - November 2005
Skills
Accounting, Budgets, Financial Reporting, Investments, Account Reconciliation, Data Analysis, Grant Writing, Financial Analysis, SAP, Brio Query, Mutual Funds, Strategy, Research, Finance, Analysis, Nonprofits, Website Development, Java, HTML, Python, Research Administration, Tableau, Think-Cell, Public Speaking, Management
Education
Boston College 2010 — 2012
Master of Science (M.S.), Finance
Brandeis University 2000 — 2004
Bachelor of Arts (B.A.), Economics, with Honors
MIT Sloan School of Management January 2015 - Present
MIT Sloan School of Management May 2011 - December 2014
Fidelity Investments May 2009 - April 2011
Nova Group February 2006 - January 2007
Investors Bank & Trust November 2004 - November 2005
Skills
Accounting, Budgets, Financial Reporting, Investments, Account Reconciliation, Data Analysis, Grant Writing, Financial Analysis, SAP, Brio Query, Mutual Funds, Strategy, Research, Finance, Analysis, Nonprofits, Website Development, Java, HTML, Python, Research Administration, Tableau, Think-Cell, Public Speaking, Management
Education
Boston College 2010 — 2012
Master of Science (M.S.), Finance
Brandeis University 2000 — 2004
Bachelor of Arts (B.A.), Economics, with Honors
Virginia Meany's Fidelity Investments Experience 1982 - 1998
Job Principal at VMM Consulting
Industry Financial Services
Experience
VMM Consulting September 2014 - Present
US Securities and Exchange Commission December 2011 - August 2014
Bayshore Management Consultants May 2011 - August 2012
State Street Corporation September 2006 - January 2009
JPMorgan Chase September 2000 - September 2006
Travelers Life & Annuity January 1998 - March 2000
Fidelity Investments 1982 - 1998
Skills
Mutual Funds, Investments, Risk Management, Asset Managment, Hedge Funds, Financial Services, Board Governance, Alternative Investments, Executive Coaching, Securities, Management, Mergers & Acquisitions, Financial Risk, Strategy, Equities, Portfolio Management, Derivatives, Strategic Planning, Fund Accounting, Leadership, Investment Management, Management Consulting, Banking, Private Equity, Fund Administration, Capital Markets, Bloomberg, Asset Management, Due Diligence, Fixed Income, Trading, Series 7
Education
Boston College 1974 — 1977
BA, French, Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
VMM Consulting September 2014 - Present
US Securities and Exchange Commission December 2011 - August 2014
Bayshore Management Consultants May 2011 - August 2012
State Street Corporation September 2006 - January 2009
JPMorgan Chase September 2000 - September 2006
Travelers Life & Annuity January 1998 - March 2000
Fidelity Investments 1982 - 1998
Skills
Mutual Funds, Investments, Risk Management, Asset Managment, Hedge Funds, Financial Services, Board Governance, Alternative Investments, Executive Coaching, Securities, Management, Mergers & Acquisitions, Financial Risk, Strategy, Equities, Portfolio Management, Derivatives, Strategic Planning, Fund Accounting, Leadership, Investment Management, Management Consulting, Banking, Private Equity, Fund Administration, Capital Markets, Bloomberg, Asset Management, Due Diligence, Fixed Income, Trading, Series 7
Education
Boston College 1974 — 1977
BA, French, Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Cathie Mak's Fidelity Investments Experience June 1999 - Present
Job Senior Systems Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1999 - Present
John Hancock May 1998 - August 1998
Textron June 1997 - September 1997
Skills
DB2, Mainframe, SDLC, COBOL, Systems Analysis, SQL, Financial Services, Requirements Analysis, Software Project..., Business Analysis, Program Management, PMP, Portfolio Management, JCL, Relationship Management
Education
Boston College 1900 — 1900
Fidelity Investments June 1999 - Present
John Hancock May 1998 - August 1998
Textron June 1997 - September 1997
Skills
DB2, Mainframe, SDLC, COBOL, Systems Analysis, SQL, Financial Services, Requirements Analysis, Software Project..., Business Analysis, Program Management, PMP, Portfolio Management, JCL, Relationship Management
Education
Boston College 1900 — 1900
Andy Hatem's Fidelity Investments Experience June 2008 - July 2012
Job Health Care Equity Analyst and Portfolio Manager
Industry Financial Services
Experience
Adage Capital January 2013 - Present
Fidelity Investments June 2008 - July 2012
Fidelity Investments 2000 - July 2012
Fidelity Investments 2006 - 2008
Fidelity Management & Research 2005 - 2007
Skills
Equity Research, Equities, Financial Modeling, Investment Management, Portfolio Management
Education
Boston College 1997 — 1998
Masters, Finance
Boston College
B.S, B.A., Marketing, English
Adage Capital January 2013 - Present
Fidelity Investments June 2008 - July 2012
Fidelity Investments 2000 - July 2012
Fidelity Investments 2006 - 2008
Fidelity Management & Research 2005 - 2007
Skills
Equity Research, Equities, Financial Modeling, Investment Management, Portfolio Management
Education
Boston College 1997 — 1998
Masters, Finance
Boston College
B.S, B.A., Marketing, English
Carter Sims's Fidelity Investments Experience 1994 - 1997
Job Head of US Intermediary Distribution at Schroder Investment Management
Industry Investment Management
Experience
Malvern Prep 2007 - Present
Schroder Investment Management March 2006 - Present
Bank of America 2000 - 2006
Columbia Management 2003 - 2005
Columbia Management Group 1999 - 2005
Villanova Capital 1996 - 1999
Fidelity Investments 1994 - 1997
Skills
Series 7, Asset Managment, Asset Allocation, Wealth Management, Equities, Securities, Risk Management, Hedge Funds, Alternative Investments, Investments, Series 63, Series 24, Mutual Funds, Asset Management, ETFs, Sales, Management, Fixed Income, Investment Strategies, Investment Management, FINRA, Investment Advisory, Portfolio Management, Bonds, Fund Of Funds, Separately Managed..., Financial Services, Series 65, Structured Products, Wealth Management..., 401k
Education
Boston College 1984 — 1988
BS, Finance
Malvern Prep 2007 - Present
Schroder Investment Management March 2006 - Present
Bank of America 2000 - 2006
Columbia Management 2003 - 2005
Columbia Management Group 1999 - 2005
Villanova Capital 1996 - 1999
Fidelity Investments 1994 - 1997
Skills
Series 7, Asset Managment, Asset Allocation, Wealth Management, Equities, Securities, Risk Management, Hedge Funds, Alternative Investments, Investments, Series 63, Series 24, Mutual Funds, Asset Management, ETFs, Sales, Management, Fixed Income, Investment Strategies, Investment Management, FINRA, Investment Advisory, Portfolio Management, Bonds, Fund Of Funds, Separately Managed..., Financial Services, Series 65, Structured Products, Wealth Management..., 401k
Education
Boston College 1984 — 1988
BS, Finance
Anand Annigeri's Fidelity Investments Experience August 2012 - Present
Job Managing Director, Executive Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments August 2010 - July 2012
Fidelity Investments October 2006 - July 2010
Fidelity Investments August 2000 - September 2006
Skills
Certified Financial...
Education
Boston College 1996 — 2000
Bachelors, Finance, Information Systems
Fidelity Investments August 2012 - Present
Fidelity Investments August 2010 - July 2012
Fidelity Investments October 2006 - July 2010
Fidelity Investments August 2000 - September 2006
Skills
Certified Financial...
Education
Boston College 1996 — 2000
Bachelors, Finance, Information Systems
Al O'Neal's Fidelity Investments Experience April 2001 - Present
Job SVP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2001 - Present
Boston Financial Data Services 1999 - 2001
CFDS, Limited 1996 - 1999
State Street 1982 - 1996
Education
Boston University 1993 — 1996
Master of Business Administration (MBA), Finance and Marketing
Boston College 1978 — 1982
Bachelor of Science (BS), Finance, General
Fidelity Investments April 2001 - Present
Boston Financial Data Services 1999 - 2001
CFDS, Limited 1996 - 1999
State Street 1982 - 1996
Education
Boston University 1993 — 1996
Master of Business Administration (MBA), Finance and Marketing
Boston College 1978 — 1982
Bachelor of Science (BS), Finance, General
Brianna Wilson-Byrne's Fidelity Investments Experience March 2014 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments May 2013 - March 2014
Fidelity Investments October 2012 - May 2013
Fidelity Investments September 2009 - October 2012
Education
Boston College 2005 — 2009
Bachelor of Science (BS), Finance
Fidelity Investments March 2014 - Present
Fidelity Investments May 2013 - March 2014
Fidelity Investments October 2012 - May 2013
Fidelity Investments September 2009 - October 2012
Education
Boston College 2005 — 2009
Bachelor of Science (BS), Finance
Anna Fontecchio's Fidelity Investments Experience 1995 - 2003
Job
Industry
Experience
ACI Worldwide/P&H Solutions 2003 - Present
ACI Worldwide 2003 - Present
Fidelity Investments 1995 - 2003
Advantage Systems 1987 - 1995
Skills
Electronic Payments, Payment Systems, Payments, Credit Cards, Electronic Funds..., Sales Operations, SDLC, Payment Card Processing, ACH, Mobile Banking, EMV, Internet Banking, Software Project..., Transaction Processing, Payment Gateways, Mobile Payments, Banking, Cash Management, Vendor Management, Acquiring, Strategy, Debit Cards, Business Requirements, Requirements Analysis, PCI DSS, Product Management, Financial Services, E-payments, Professional Services, Requirements Gathering
Education
Boston College
Needham High
ACI Worldwide/P&H Solutions 2003 - Present
ACI Worldwide 2003 - Present
Fidelity Investments 1995 - 2003
Advantage Systems 1987 - 1995
Skills
Electronic Payments, Payment Systems, Payments, Credit Cards, Electronic Funds..., Sales Operations, SDLC, Payment Card Processing, ACH, Mobile Banking, EMV, Internet Banking, Software Project..., Transaction Processing, Payment Gateways, Mobile Payments, Banking, Cash Management, Vendor Management, Acquiring, Strategy, Debit Cards, Business Requirements, Requirements Analysis, PCI DSS, Product Management, Financial Services, E-payments, Professional Services, Requirements Gathering
Education
Boston College
Needham High
Charlie Engle, CFA's Fidelity Investments Experience July 2014 - Present
Job Manager, Financial Markets Group at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments July 2011 - June 2014
Fidelity Investments July 2009 - July 2011
Skills
Accounting, Analysis, Financial Analysis, Financial Modeling, Microsoft Office, Finance, Microsoft Excel, Risk Management, Data Analysis, Research, Public Speaking, Investments, Equities, Valuation, Business Analysis, Financial Services
Education
Boston College 2005 — 2009
B.S., Finance, Philosophy
College Year in Athens
Fidelity Investments July 2014 - Present
Fidelity Investments July 2011 - June 2014
Fidelity Investments July 2009 - July 2011
Skills
Accounting, Analysis, Financial Analysis, Financial Modeling, Microsoft Office, Finance, Microsoft Excel, Risk Management, Data Analysis, Research, Public Speaking, Investments, Equities, Valuation, Business Analysis, Financial Services
Education
Boston College 2005 — 2009
B.S., Finance, Philosophy
College Year in Athens
Cassandra Reeves Davis's Fidelity Investments Experience 1995 - 2000
Job
Industry Music
Experience
Fidelity/ Devonshire Investors 2007 - 2013
Fidelity Investments 1995 - 2000
Skills
Editing, Teaching, English, Research, Microsoft Office, Public Speaking
Education
Boston College
Bachelors of Art, English
Jamaica Plain High School
Luther Rice University
Masters Degree Candidate, Ministry & Christian Studies
Fidelity/ Devonshire Investors 2007 - 2013
Fidelity Investments 1995 - 2000
Skills
Editing, Teaching, English, Research, Microsoft Office, Public Speaking
Education
Boston College
Bachelors of Art, English
Jamaica Plain High School
Luther Rice University
Masters Degree Candidate, Ministry & Christian Studies
Christian Helleberg's Fidelity Investments Experience February 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - Present
MSA Mortgage, LLC July 2012 - November 2013
Boston College Office of Residential Life August 2011 - May 2012
Boston College 2010 - 2012
Tedesco Country Club April 2008 - September 2011
Skills
PowerPoint, Microsoft Excel, Event Planning, Microsoft Word, Public Speaking, Strategic Planning, Management, Microsoft Office, Social Networking, Budgets, Series 7, Series 63
Education
Boston College 2008 — 2012
Undergraduate, Economics, Finance
Boston College High School 2004 — 2008
Fidelity Investments February 2014 - Present
MSA Mortgage, LLC July 2012 - November 2013
Boston College Office of Residential Life August 2011 - May 2012
Boston College 2010 - 2012
Tedesco Country Club April 2008 - September 2011
Skills
PowerPoint, Microsoft Excel, Event Planning, Microsoft Word, Public Speaking, Strategic Planning, Management, Microsoft Office, Social Networking, Budgets, Series 7, Series 63
Education
Boston College 2008 — 2012
Undergraduate, Economics, Finance
Boston College High School 2004 — 2008
Christina Olayon-Baker's Fidelity Investments Experience March 2005 - 2015
Job VP, Global Product Development and Research
Industry Financial Services
Experience
State Street June 2015 - Present
Fidelity Investments March 2005 - 2015
Commonwealth Financial Network June 1999 - February 2005
Education
Boston College
BA
Cornell University - Johnson Graduate School of Management
Executive Leadership Certificate
State Street June 2015 - Present
Fidelity Investments March 2005 - 2015
Commonwealth Financial Network June 1999 - February 2005
Education
Boston College
BA
Cornell University - Johnson Graduate School of Management
Executive Leadership Certificate
Brian Spang's Fidelity Investments Experience August 2014 - Present
Job Equity Compliance Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
State Street August 2007 - August 2014
Education
Boston College 2001 — 2005
BS, Finance
Fidelity Investments August 2014 - Present
State Street August 2007 - August 2014
Education
Boston College 2001 — 2005
BS, Finance
Caitlin Meagher's Fidelity Investments Experience January 2007 - Present
Job Senior System Services and Support Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2007 - Present
Credit Suisse July 2006 - December 2007
Fidelity Investments June 2003 - July 2006
Education
Boston College
BA
Fidelity Investments January 2007 - Present
Credit Suisse July 2006 - December 2007
Fidelity Investments June 2003 - July 2006
Education
Boston College
BA
Amanda Giglio's Fidelity Investments Experience 2007 - 2008
Job Program Manager
Industry Financial Services
Experience
Compass Working Capital September 2013 - Present
Compass Working Capital February 2013 - September 2013
Putnam Investments July 2010 - January 2013
The Boston Company Asset Management June 2009 - April 2010
Fidelity Investments 2007 - 2008
Skills
Credit Analysis, Fixed Income Research, Investments, Municipal Bonds, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2006 — 2010
BS
Bishop Guertin 2002 — 2006
High School Diploma
Compass Working Capital September 2013 - Present
Compass Working Capital February 2013 - September 2013
Putnam Investments July 2010 - January 2013
The Boston Company Asset Management June 2009 - April 2010
Fidelity Investments 2007 - 2008
Skills
Credit Analysis, Fixed Income Research, Investments, Municipal Bonds, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2006 — 2010
BS
Bishop Guertin 2002 — 2006
High School Diploma
Caroline Kates's Fidelity Investments Experience February 1993 - September 1998
Job
Industry Financial Services
Experience
BNY Mellon August 2007 - Present
JPMorgan Chase January 1998 - September 2006
Fidelity Investments February 1993 - September 1998
The Boston Company February 1988 - February 1993
Education
Boston College
BS, Economics
Simmons College - Simmons School of Management
MBA
BNY Mellon August 2007 - Present
JPMorgan Chase January 1998 - September 2006
Fidelity Investments February 1993 - September 1998
The Boston Company February 1988 - February 1993
Education
Boston College
BS, Economics
Simmons College - Simmons School of Management
MBA
Cecile Harrington's Fidelity Investments Experience March 2007 - February 2012
Job .
Industry Insurance
Experience
Fidelity Investments March 2007 - February 2012
John Hancock Life Insurance Company (U.S.A.) 1998 - 2007
The Hanover Insurance Group 1996 - 1998
New England Financial 1985 - 1996
Skills
SEC filings, Financial Reporting, Financial Statements, Financial Analysis, Accounting, Statutory Accounting, Income Tax, Sarbanes-Oxley Act, Internal Controls, Microsoft Office, Essbase, Oracle Reports, PeopleSoft, AdminServer, Vantage, McCamish, QuickBooks, Financial Forecasting
Education
Boston College 1975 — 1979
BS, Accounting
Nova Southeastern University 2007 — 2010
MS, Taxation
Fidelity Investments March 2007 - February 2012
John Hancock Life Insurance Company (U.S.A.) 1998 - 2007
The Hanover Insurance Group 1996 - 1998
New England Financial 1985 - 1996
Skills
SEC filings, Financial Reporting, Financial Statements, Financial Analysis, Accounting, Statutory Accounting, Income Tax, Sarbanes-Oxley Act, Internal Controls, Microsoft Office, Essbase, Oracle Reports, PeopleSoft, AdminServer, Vantage, McCamish, QuickBooks, Financial Forecasting
Education
Boston College 1975 — 1979
BS, Accounting
Nova Southeastern University 2007 — 2010
MS, Taxation
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank