Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Standard Life Investments April 2013 - Present
Lee Munder Capital Group December 2010 - March 2013
Fidelity Investments June 2009 - November 2010
Wilmington trust 2009 - 2009
Eaton Vance January 2007 - December 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
MSF, Finance
Suffolk University
Women in Business Conference @ HBS
Arrowpoint Partners November 2013 - Present
Elevation-AM January 2013 - November 2013
Janus Capital Group January 2008 - August 2012
Janus Capital Group January 2008 - August 2012
Janus Capital Group March 2003 - December 2007
Bowman Capital 1999 - 2002
Fidelity Investments 1998 - 1999
Skills
Equity Research, Alternative Investments, Equities, Hedge Funds, Asset Management, Mutual Funds, Asset Allocation, Investments, Bloomberg, Investment Management, Fixed Income, Portfolio Management, Equity Valuation, Investment Strategies, Valuation, Financial Modeling, Emerging Markets, Wealth Management
Education
Boston College - Carroll School of Management 1995 — 1998
Bachelor of Science (B.S.), Finance, General, Summa cum laude
The Hong Kong University of Science and Technology
Ernst & Young July 2011 - Present
Fidelity Investments May 2008 - June 2011
Morgan Keegan December 2007 - May 2008
Guardian Industries February 2005 - January 2007
Skills
Financial Analysis, Financial Modeling, Process Improvement, Forecasting, Management Consulting, Access, Excel, Business Strategy, Budgeting, PowerPoint, Benchmarking, Change Management, Budgets, Leadership, Data Analysis, Management, Microsoft Excel, SAP, Project Management, Analysis, Strategic Planning, Financial Reporting, Banking, Business Process..., Risk Management, Corporate Finance, Accounting, Business Analysis, Finance, Strategic Financial...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA, Finance & Asset Management
Federated Investors January 2014 - Present
Federated Investors July 2007 - December 2013
Federated Investors March 2006 - July 2007
Federated Investors August 2004 - March 2006
Fidelity Investments March 2001 - July 2004
Meditrust Corporation October 1997 - December 2000
Osram Sylvania June 1995 - October 1997
Skills
Financial Markets, Money Market, Fixed Income, Portfolio Management, Asset Management, Bloomberg, Investment Strategies, Finance, Equities, Alternative Investments, Investments, Mutual Funds
Education
Boston College - Carroll School of Management 2000 — 2003
M.B.A., Finance
The Pennsylvania State University 1991 — 1995
B.S., Economics and International Business
SilverChair Partners January 2013 - Present
Glocap Search June 2010 - December 2012
Aristeia Capital November 2004 - February 2009
Primedia 2003 - 2004
Sidley Austin September 2001 - June 2003
Fidelity Investments August 2000 - August 2001
Mellon Financial July 1996 - August 2000
Skills
Mergers, Recruiting, Talent Management, Employee Relations, Strategy, Employee Benefits, Mergers & Acquisitions, Due Diligence, Management, Deferred Compensation, Hedge Funds, Human Resources, Leadership, Payroll, Asset Managment, Analysis, Finance, Personnel Management, Talent Acquisition, Asset Management, Strategic Planning, Business Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
BS, Finance
Philips Healthcare December 2009 - Present
Fidelity Investments September 2008 - December 2009
PerkinElmer May 2007 - April 2008
Procter & Gamble March 2000 - April 2007
General Electric February 1998 - February 2000
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Forecasting, Corporate Finance, Financial Reporting, Sarbanes-Oxley Act, Variance Analysis, Lean Manufacturing, Finance, Analysis, Managerial Finance, US GAAP, Budgets, Financial Audits, Financial Planning, Consolidation, Hyperion, Cost Accounting, Financial Forecasting, Cross-functional Team..., Six Sigma, Hyperion Enterprise, Lean Management, Lean Tools
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance and Information Technology
Boston University
BS, Finance
Santander Bank USA November 2008 - Present
Fidelity Personal Investments June 2006 - November 2008
Fidelity Investments January 2005 - June 2006
FleetBoston Financial June 2002 - May 2004
FleetBoston Financial April 1998 - May 2002
Skills
Strategy, Product Management, Leadership, Portfolio Management, Marketing Strategy, Marketing, Management, Program Management, Forecasting, Product Development, Segmentation, Loans, Business Strategy, Mergers & Acquisitions, Retail, Change Management, Competitive Analysis, Training, Banking, Analytics
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1996
MBA, Marketing and Finance
Cornell University 1985 — 1989
Bachelor of Science, Meteorology
Fidelity Investments January 2013 - Present
Fidelity Investments February 2008 - January 2013
Fidelity Investments December 2006 - February 2008
Fidelity Investments September 2004 - December 2006
Skills
Oracle, Agile Methodologies, SDLC, SQL, Requirements Analysis, Business Analysis, Requirements Gathering, Spring, Visio, Software Project..., Systems Analysis, Microsoft SQL Server, Software Development, Java, XML, Data Warehousing, Scrum, Spring Framework
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
MBA, Business Administration
Boston University 2001 — 2005
BA/MA, Computer Science
Fidelity Investments March 2015 - Present
Fidelity Investments February 2012 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master's Degree
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2016
Master of Business Administration (M.B.A.)
Bryant University 2012 — 2012
Master of Business Administration (M.B.A.)
Bryant University 2007 — 2011
Bachelor of Science in Business Administration
Algonquin Regional High School 2003 — 2007
Fidelity Investments July 2014 - Present
Fidelity Investments June 2013 - July 2014
EMC October 2010 - August 2012
EMC January 2008 - October 2010
EMC June 2006 - December 2007
Skills
Marketing Strategy, Strategy, Product Marketing, Analytics, Go-to-market Strategy, Market Research, Sales Enablement, Cross-functional Team..., Competitive Intelligence, Business Analysis, Project Management, Strategic Planning, Business Strategy, Data Analysis, Cloud Computing, New Business Development, Strategic Communications, Ghostwriting, Executive...
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration (MBA)
Colby College 2002 — 2006
B.A., English
Belmont Hill School 1998 — 2002
Fidelity Investments August 2015 - Present
Fidelity Investments November 2014 - July 2015
Fidelity Investments July 2013 - October 2014
Fidelity Investments September 2011 - June 2013
McGladrey October 2009 - August 2011
Skills
Financial Reporting, Accounting, Financial Statements, Essbase, Financial Analysis, Auditing, Microsoft Excel, Leadership, Cash Flow, Consolidation, Oracle General Ledger, Oracle Discoverer, Board Leadership, Non-profits, Audit, GAAP, Financial Accounting, Corporate Finance, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2015
Master of Business Administration (MBA)
College of the Holy Cross 2005 — 2009
Bachelor of Arts, Accounting
Goldman Sachs March 1999 - Present
Cantor Fitzgerald 1997 - 1999
Fidelity Investments 1993 - 1997
Skills
Fixed Income, Capital Markets, Equities, Investment Banking, Derivatives, Risk Management, Valuation, Hedge Funds, Trading Systems, Financial Risk
Education
Boston College - Carroll School of Management
MBA, Finance
New York University - Leonard N. Stern School of Business
MBA, Finance
Penn State University
BS, Accounting
Fidelity Investments July 2011 - Present
Fidelity Investments June 2009 - June 2011
Weber Shandwick May 2003 - August 2007
Skills
Financial Analysis, Financial Modeling
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
Master of Business Administration (M.B.A.), Corporate Finance
Connecticut College
Bachelor of Arts (B.A.), Economics
Fidelity Investments October 2014 - Present
Fidelity Investments January 2007 - Present
National Financial 2001 - 2008
National Financial February 2003 - January 2007
National Financial June 2001 - February 2003
Skills
Financial Services, Project Management, Program Management, Business Analysis, Process Improvement, Risk Management, Vendor Management, Analysis, Business Process..., PMO, Mutual Funds, Equities, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2011
MSF, Masters of Science Finance
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
MBA, Masters, Business Administration
Saint Michael's College 1997 — 2001
Bachelor, Business Administration
Fidelity Investments January 2014 - Present
Fidelity Investments March 2011 - December 2013
Fidelity Investments November 2008 - March 2011
Fidelilty Investments June 2005 - November 2008
Skills
Investments, Mutual Funds, Equities, Bloomberg, Fixed Income, Asset Allocation, Asset Management, Financial Modeling, Portfolio Management, Alternative Investments, Securities, Valuation, Series 7, Financial Analysis, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Master of Business Administration (M.B.A.)
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Master of Science in Finance (MSF)
University of Massachusetts, Amherst 2001 — 2005
BA, Economics (Honors)
SIGMA Marketing Insights 2010 - 2014
Fidelity Investments July 2008 - April 2010
Iron Mountain August 2007 - July 2008
Fleet/BOA MergerBANK OF AMERICA (formerly FLEETBOSTON FINANCIAL CORPORATION) September 2000 - February 2007
Fleet Bank September 2000 - July 2004
Vantage Travel November 1999 - September 2000
Mullen August 1995 - October 1999
Skills
Customer Acquisition, Direct Marketing, Customer Relations, Analytics, Direct Mail, Integrated Marketing, Marketing, Strategy, Database Marketing, Lead Generation, Advertising, Email Marketing, Leadership, Interactive Marketing, Start-ups, Marketing Research, CRM, Multi-channel Marketing, Online Marketing, Digital Marketing, Marketing Strategy, Marketing Communications, Segmentation
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Marketing
Ithaca College
Bachelor of Arts (B.A.)
Jones Lang LaSalle January 2013 - Present
Wellington Management May 2007 - January 2013
Fidelity Investments 2005 - 2007
NATIXIS Global Asset Management 2001 - 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)
University of Maine
BS, Business Administration
Brighton House Associates June 2015 - Present
Fidelity Investments November 2013 - May 2015
Fidelity Investments February 2006 - November 2013
Fidelity Investments March 2005 - January 2006
Putnam Investments April 2003 - November 2004
Putnam Investments August 2000 - April 2003
Putnam Investments January 2000 - August 2000
Skills
Sales Management, Registered Investment..., Series 24, Series 7, Series 63, Series 51, Business Consulting, Business Development, Practice Managemet, Inside Sales, 401k, Mutual Funds, Retirement, Rollovers, Sales
Education
Boston College - Carroll School of Management 1995 — 1999
Bachelor of Science (BS), Marketing and Information Systems
Staples February 2004 - Present
New England CAE roundtable 2014 - 2014
Fidelity Investments 1994 - 2004
Harcourt General 1988 - 1994
Ernst & Young July 1985 - July 1988
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit, Accounting, IT Audit, Financial Analysis, Financial Reporting, Financial Accounting, Sarbanes-Oxley, Forecasting, Process Improvement, Financial Audits, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1995
MBA, Business
Northeastern University 1980 — 1985
Bacelors, Accounting
NCC 1975 — 1979
High School, College Prep
KPO Consulting LLC January 2011 - Present
Massachusetts Institute of Technology 2009 - 2010
Massachusetts Institute of Technology 2005 - 2009
Fidelity Investments 2004 - 2005
Independent Consultant 2002 - 2004
Fidelity Investments 1999 - 2001
Harvard University 1997 - 1999
Sybase 1996 - 1996
Fidelity Investments 1994 - 1996
Fidelity Investments 1993 - 1994
Skills
Program Management, Strategic Planning, Change Management, Customer Relations, Project Planning, Management Consulting, PMP, SDLC, PMO, Cross-functional Team..., Project Portfolio..., Problem Solving
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Marketing
University of Massachusetts, Amherst
BA, Sociology
Fidelity Investments October 2012 - Present
Ernst & Young September 2011 - November 2012
Ernst & Young July 2009 - August 2009
Skills
US GAAP, GAAP
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MSA, Accounting
University of Rhode Island - College of Business Administration 2006 — 2010
BS, Accounting
Fidelity Investments March 2012 - Present
Fidelity Investments December 2010 - March 2012
Fidelity Investments June 2009 - January 2011
Boston College September 2007 - May 2009
Fidelity Investments June 2008 - August 2008
The Spokesman-Review July 2004 - June 2007
St. Louis Post-Dispatch July 2003 - December 2003
Sports Illustrated 2002 - 2002
Skills
Product Development, Product Management, Management Consulting, Client Relationship..., Presenter, Digital Product..., Mergers, Writing, Event Management, CRM, Project Planning, Market Research, Finance, Competitive Analysis, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Competitive Service Delivery, 3.82/4.00
Northwestern University 1999 — 2003
B.S., Journalism
Fidelity Investments September 2011 - Present
Batterymarch Financial Management January 2008 - August 2011
U.S. House of Representatives January 2003 - December 2005
United States Senate December 2000 - December 2002
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2007
MBA
James Madison University 1996 — 2000
BA
Hilton Worldwide December 2013 - Present
CheapCaribbean.com December 2012 - December 2013
Expedia 2009 - December 2012
Hotels.com 2007 - 2009
Hotels.com 2005 - 2007
Milliman 2004 - 2005
Fidelity Investments 2003 - 2004
Skills
Omniture, Tealeaf, SiteSpect MVT, Product Management, Program Management, MVT, ecommerce, Online Travel, Web Analytics, User Experience, Analytics, SEO, E-commerce, Analysis, A/B testing, Multivariate Testing, Online Marketing, Mobile Devices, Affiliate Marketing, Online Advertising, Content Management, Conversion Optimization, Google Analytics, SEM, Digital Marketing, Google Adwords, Landing Page..., PPC, E-business, Strategic Partnerships, Organic Search, Mobile Marketing, Optimization, Search Advertising, Marketing, Tableau, Digital Strategy, Usability, Cross-functional Team..., Database Marketing, Competitive Analysis, Information Architecture
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2003
MBA, Information Systems
University of North Texas 1993 — 1998
BBA, Finance
Fidelity Investments November 2010 - Present
Fidelity Investments January 1999 - October 2010
BankBoston May 1995 - December 1998
BayBank October 1979 - April 1995
Skills
Consulting, Social Influence, 401k, Defined Benefit, Pensions, Retirement, Series 7, Series 63, Relationship Management, Financial Services, Mutual Funds, Asset Allocation, Process Improvement, Employee Benefits, Retirement Planning, Leadership
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2004
MBA, Business Administration, Management and Operations
Stonehill College 1992 — 1998
BA, Criminal Justice
Natixis Global Asset Management January 2015 - Present
Natixis Global Asset Management August 2013 - December 2014
Columbia Management October 2011 - August 2013
Fidelity Investments February 2011 - December 2011
Education
Boston College - Carroll School of Management 2012 — 2015
MBA
Saint Anselm College 2006 — 2010
B.A., Business & Finance
Thayer Academy 2002 — 2006
High School
Bridgewater Associates July 2014 - Present
Fidelity Investments July 2013 - July 2014
Goldman Sachs May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Petro Oil May 2010 - August 2010
Skills
Bloomberg, Equities, Microsoft Excel, Microsoft Word, Social Networking, PowerPoint, Windows, Public Speaking, Financial Analysis, Financial Modeling, Finance, Economics, Investments, Securities, Bonds, Business Analysis, Fixed Income, Trading Systems, Data Analysis, Series 7, Series 63, Accounting, Trading, Electronic Trading, Microsoft Office, Portfolio Management
Education
Boston College - Carroll School of Management 2009 — 2013
BSc, Finance and Accounting
Syosset High School
Fidelity Investments 2006 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management
Fidelity Investments July 2014 - Present
Fidelity Investments January 2011 - June 2014
Fidelity Investments August 2009 - December 2010
Boston College January 2008 - May 2009
Fidelity Investments June 2008 - August 2008
Courtyard by Marriott January 2007 - August 2007
Courtyard by Marriott December 2005 - December 2006
Residence Inn by Marriott September 2004 - December 2005
Skills
Process Improvement, Cross-functional Team..., Business Analysis, Vendor Management, Project Management, Management, Strategy, SDLC, Business Process..., Financial Modeling, Analysis, Financial Analysis, Management Consulting, Analytics, Competitive Analysis, Program Management, Strategic Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA
California State University-East Bay 2000 — 2003
BA, Organizational Communications
Fidelity Investments September 2015 - Present
Fidelity Investments May 2014 - Present
Fidelity Investments February 2015 - September 2015
Fidelity Investments July 2011 - April 2014
Fidelity Investments August 2009 - June 2011
Fidelity Investments June 2006 - July 2009
Skills
Series 7
Education
Boston College - Carroll School of Management 2002 — 2006
BS, Finance
Alvarez & Marsal September 2015 - Present
Fidelity Investments February 2014 - June 2015
Gide Loyrette Nouel May 2013 - August 2013
DS Avocats June 2012 - August 2012
Scott Peters January 2009 - August 2011
City of San Diego August 2008 - January 2009
Embajada de Mexico en China April 2008 - September 2008
World Trade Center San Diego January 2007 - July 2007
Skills
Spanish, Writing, Research, Public Relations, Social Media, Chinese, Market Research, Community Outreach, Leadership, Nonprofits, Policy Analysis, Legal Writing, Westlaw, Legal Research, Government, Politics, Lexis, Litigation, Public Policy, International Law, Negotiation
Education
Boston College Law School 2011 — 2014
J.D., Law
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, San Diego 2005 — 2010
B.S., International Studies
Peking University 2007 — 2008
Chinese Studies, Chinese Studies
Carroll School of Management September 2012 - May 2015
DigitasLBi_US June 2014 - August 2014
Fidelity Investments June 2013 - August 2013
Green Elephant Toy Store September 2009 - January 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Facebook, Leadership, Critical Thinking, Social Networking
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor's degree, Finance, Marketing
Pingree School 2007 — 2011
High School Diploma
Fidelity Investments October 2010 - Present
Fidelity Investments April 2010 - March 2011
Fidelity Investments January 2007 - April 2010
Fidelity Investments July 2006 - January 2007
Fidelity Investments January 2006 - July 2006
Fidelity Investments July 2001 - January 2006
Fidelity Investments November 1996 - July 2001
Skills
Financial Services, Portfolio Management, Business Analysis, Investments, Project Management, Process Improvement, Retirement, Strategic Financial..., Financial Analysis, Cross-functional Team...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
Master of Business Administration (MBA), Finance, IT Administration
Brown University 1992 — 1996
Bachelor's degree, Business Economics, Management
Auburn High School 1988 — 1992
Fidelity Investments (Fidelity Investments Life Insurance Company) March 2013 - Present
Fidelity Investments (Fidelity Investments Life Insurance Company) June 2011 - March 2013
Fidelity Investments (Fidelity Investments Life Insurance Company) September 2008 - June 2011
Fidelity Investments June 2006 - September 2008
Fidelity Investments December 2004 - June 2006
Holland & Knight LLP September 2002 - December 2004
Skills
Compliance, Annuities, Online Tools, Life Insurance, Training, Marketing Communications, Advertising and Sales..., Strategy, Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2008
MBA
Fairfield University 1998 — 2002
BA, Major: American Studies; Minors: Art History, English and Politics
Fidelity Investments January 1995 - Present
Scoop Magazine Detroit September 1992 - September 1994
Jackson Hewitt November 1993 - June 1994
Skills
Investment Management, Executive Coaching, COO, Financial Services, Series 7, Mutual Funds, Portfolio Management, Relationship Management, Investments, Asset Allocation, Asset Managment, Series 63, Equities, Securities, Wealth Management, Retirement, Retirement Planning, Financial Modeling, Derivatives, Business Process..., Strategy, Finance, 401k, Strategic Financial..., Program Management, Management, FINRA, Alternative Investments, Project Portfolio..., Leadership, Asset Management, Financial Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, M&A
University of Michigan 1989 — 1993
Economics, Finance
Catholic Central 1985 — 1989
Fidelity Investments May 2015 - August 2015
Enoteca June 2013 - January 2015
The Heights, Inc. December 2013 - December 2014
Silver Creek Outfitters June 2014 - August 2014
The Heights, Inc. January 2013 - December 2013
The Blues Jean Bar June 2013 - August 2013
Cava Cava Restaurant June 2012 - January 2013
The Community Library June 2012 - August 2012
The Shoe Salon June 2012 - July 2012
Ketchum Dry Goods June 2011 - January 2012
Skills
French, Microsoft Excel, InDesign, Microsoft Office, Editing, Social Media, WordPress, Sports Writing, Copy Editing, POS, News Writing, Photoshop, Newsletters
Education
Boston College - Carroll School of Management 2012 — 2016
Bachelor of Science (B.S.), Finance, General
Université Paris-Sorbonne 2015 — 2015
Study Abroad, Art History, Criticism and Conservation
Deerfield Academy 2008 — 2012
Blue Cross Blue Shield of Massachusetts July 2012 - Present
The Athene Group September 2011 - July 2012
Fidelity Investments October 2006 - September 2011
RSA, The Security Division of EMC February 2005 - October 2006
MasterCard Advisors June 2003 - February 2005
Siebel Systems March 1999 - November 2002
Cahners Publishing 1994 - 1996
Skills
CRM, Project Management, SaaS, Business Intelligence, PMO, Salesforce.com, Six Sigma, Cloud Computing, Business Analysis, Enterprise Architecture, Program Management, Business Process, Enterprise Software, Analytics, Leadership, Management, SDLC, Siebel, Requirements Analysis, Software Project..., IT Strategy, MBA, CRM Integration, Oracle CRM, Agile Methodologies, Quality Center, Consulting, Professional Services, Strategy, Vendor Management, Process Improvement, Agile Project Management, Cross-functional Team..., Information Technology, Integration, Business Process..., Testing, User Acceptance Testing
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2005
MBA, Technology Strategies
Northeastern University 1987 — 1992
BSBA, MIS
Fidelity Investments September 2013 - Present
Carlisle, MA July 2001 - Present
Fidelity Investments December 1989 - July 2001
The Boston Company September 1987 - December 1989
Skills
Project Management, Operations Management, Business Process..., Business Analysis, Strategic Planning, Mutual Fund Accounting,..., Program Management, Strategy, Analysis, Financial Analysis, Fundraising, Finance
Education
Tufts University 1983 — 1987
BA, Economics
Boston College - Carroll School of Management 1995 — 1998
MBA, Finance
DraftKings, Inc. January 2011 - Present
Vistaprint July 2009 - February 2012
Capital One March 2006 - July 2009
Microsoft Corporation October 2005 - January 2006
Fidelity Investments August 2004 - September 2005
Skills
Analytics, Direct Marketing, P&L Management, Channel Management, Segmentation, Business Strategy, Product Management, Financial Modeling, Database Marketing, Strategy Development, Business Analysis, E-commerce, Email Marketing, Integrated Marketing, Digital Marketing, Start-ups, Marketing Strategy, Strategy, Salesforce.com, Leadership, Channel Partners, Online Advertising, SaaS, Sales, Go-to-market Strategy, Sales Operations, New Business Development, B2B, CRM, Lead Generation, Management, Business Development, Market Research
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
MBA, Business
Columbia University in the City of New York 2000 — 2004
BA (2), Economics, Computer Science
Fidelity Investments July 2012 - Present
Fidelity Investments January 2010 - Present
Fidelity Investments January 2004 - March 2010
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
MSF, Finance
University College Cork 1999 — 2003
Fidelity Investments August 2014 - Present
Fidelity Investments July 2007 - August 2014
Fidelity Investments 2005 - 2007
NOKIA March 1998 - July 1999
Skills
Agile Methodologies, Software Development, Software Project..., Java Enterprise Edition, Java, SDLC, Enterprise Architecture, SOA, XML, Requirements Analysis, Web services & security, Spring, Web Services, Unix, Agile Project Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2009
MBA/MSF, Management, Finance
Worcester Polytechnic Institute 1999 — 2001
MS, Computer Science
Zhejiang University 1995 — 1998
MS, Computer Science
Hunan University 1991 — 1995
B.S., Computer Science
Technology Credit Union May 2010 - Present
Avenue A Razorfish: Microsoft January 2009 - December 2009
eBay January 2008 - June 2008
Collarity, Inc. May 2007 - December 2007
Qlusters, Inc. July 2005 - April 2007
Fidelity Investments March 2001 - July 2005
Fidelity Investments March 1997 - February 2001
Sportswear International August 1995 - February 1997
Ludgate Communications January 1993 - July 1995
Skills
Corporate Communications, Social Media, Publications, Marketing, Content Development, Business Development, Blogging, Marketing Communications, Social Media Marketing, Copywriting
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1992
MBA
Brandeis University 1984 — 1988
BA
Kent Denver Country Day
Liberty Mutual Insurance May 2015 - Present
Liberty Mutual Insurance January 2013 - May 2015
Fidelity Investments May 2008 - January 2013
Diamond Management & Technology Consultants, Inc. 2007 - 2008
Putnam Investments October 2000 - July 2005
Skills
Business Strategy, Strategy, Management Consulting, Business Planning, Competitive Analysis, Market Research, Marketing, Business Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
Master of Business Administration (MBA)
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
BS, Finance
Darien High School
Tiffany & Co. January 2014 - Present
Tiffany & Co. February 2012 - January 2014
Tiffany & Co. July 2010 - February 2012
Fidelity Investments June 2009 - August 2009
Taleo Corporation August 2005 - August 2008
Hewitt Associates January 2004 - August 2005
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MBA
Ithaca College 1999 — 2003
BA
Natixis Global Asset Management June 2013 - Present
Natixis Global Asset Management March 2011 - June 2013
Natixis Global Associates May 2006 - March 2011
FundQuest November 2004 - May 2006
Fidelity Investments January 1996 - November 2004
Putnam Investments June 1994 - December 1995
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2004
MBA, Marketing
College of the Holy Cross 1990 — 1994
Fidelity Investments August 2007 - Present
Skills
Mutual Funds, Investments, Series 7, Series 63, Process Improvement, Financial Services, FINRA, Equities, Fixed Income, Securities, Alternative Investments, Portfolio Management, Asset Allocation, Asset Management, Relationship Management, Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
Master of Business Administration (M.B.A.), Management
Georgetown University 1994 — 1998
Bachelor’s Degree, Concentration in Management and Marketing
Columbia Management June 2011 - Present
Columbia Management August 2003 - December 2011
Gannett Welsh & Kotler February 2000 - August 2003
Fidelity Investments February 1995 - 2000
U.S. Department of Labor July 1991 - February 1995
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1997
MBA, Finance
University of North Carolina at Greensboro 1989 — 1991
BS, Economics
Western New England College 1987 — 1989
Business
Delaware Life August 2013 - Present
Sun Capital Advisers August 2006 - August 2013
Fidelity Investments 2001 - 2006
Skills
VBA, SQL, Microsoft Office, Bloomberg, Equity Derivatives, ASP, HTML, Risk Management, Basic Matlab, Blackrock Solutions, VIX Products
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MBA/MSF, Finance
Western New England University 1995 — 1999
Covariance Capital Management September 2011 - Present
Man Investments December 2004 - August 2011
Zero Stage Capital September 2003 - November 2004
Fidelity Investments September 2000 - September 2003
Ernst & Young, LLP September 1998 - September 2000
Skills
CPA, Hedge Funds, Valuation, Private Equity, Auditing, Investments, Due Diligence, Fund Accounting
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Finance concentration
Boston College - Carroll School of Management 1994 — 1998
B.S., Accounting
Connecting For Children & Families August 2012 - Present
Family Resources Community Action April 2010 - July 2011
Fidelity Investments September 2000 - March 2001
KPMG Peat Marwick 1996 - 2000
Skills
Business Analysis, Project Managment, Non-profits, Strategic Planning, Program Management, Event Planning, Management Consulting, Microsoft Office, Change Management, Business Strategy, Team Building, Business Process..., Training
Education
Boston College - Carroll School of Management 1995 — 1997
MBA
Ithaca College 1985 — 1989
BS, Finance
Fidelity Investments April 2013 - Present
Fidelity Management and Research Company 2011 - April 2013
Fidelity Investments 2009 - 2011
The Hartford June 2008 - August 2008
The Bank of New York Mellon August 2005 - August 2007
Mellon Financial November 2001 - August 2005
Merrill Lynch June 2000 - June 2001
Skills
Equities, Portfolio Management, Investments, Due Diligence, Analysis, Financial Modeling, Leadership, Mutual Funds, Wealth Management, CRM, Financial Services, Derivatives, Management, Product Management, Investment Strategies, Financial Analysis, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
Master of Business Administration & Master of Science in Finance
Grant Thornton LLP September 2014 - Present
Duff & Phelps June 2012 - September 2014
FTI Consulting October 2007 - June 2012
PricewaterhouseCoopers April 2006 - October 2007
Veritude. a Fidelity Investments Company 2001 - 2006
Veritude 2001 - 2004
Devonshire Publishing 2000 - 2001
Fidelity Investments 1997 - 2000
Brown Brothers Harriman 1996 - 1997
Price Waterhouse September 1989 - August 1996
Skills
Due Diligence, Financial Modeling, Finance, Mergers & Acquisitions, Strategy, Financial Analysis, Private Equity, Corporate Finance, Management, Financial Reporting, Forecasting, Mergers, Mergers, Portfolio Management, Strategic Planning, Valuation, Venture Capital, Auditing, Business Valuation, Corporate Development
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2004
MSF, Finance
Boston University 1985 — 1989
Bachelor of Science (BS), Accounting
Boston University Questrom School of Business 1985 — 1989
BSBA, Accounting
Tappan Zee HS 1981 — 1985
HS
Fidelity Investments February 2005 - February 2008
PNC Global Investment Servicing 1992 - 2005
Skills
Product Management, CRM, Enterprise Software
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2001
Coursework
Wheaton College (MA) 1987 — 1991
Fidelity Investments February 2006 - March 2010
Fidelity February 2006 - March 2010
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2001
MBA
Lehigh University 1991 — 1995
BS, Finance
Lehigh University - College of Business and Economics
Fidelity Investments June 2007 - Present
Placemark Investments 2004 - 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA, Finance
University of Connecticut 1993 — 1997
BA, Psychology and Sociology
Fairfield College Preparatory School 1989 — 1993
HS Diploma, College Prep
Wells Fargo Bank April 2012 - Present
Wells Fargo October 2008 - March 2012
Fidelity Investments July 2006 - February 2008
Sovereign Bank August 2002 - July 2006
Skills
Financial Analysis, Financial Modeling, Banking, Strategic Financial..., Essbase, Finance, Risk Management, Corporate Finance, Cash Management, Portfolio Management, Investments, Mutual Funds, Financial Services, Hyperion Enterprise
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
Master of Science (MS), Finance, General
State Street 2008 - Present
Fidelity Investments 2005 - 2008
Fidelity Investments 2003 - 2005
Fidelity Investments 1999 - 2003
Skills
Mutual Funds, Fund Accounting, Bloomberg, Equities, Fixed Income, ETFs, Auditing, Securities, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
MBA, Finance
Providence College 1995 — 1999
Bachelor of Science (BS)
Joe Case 1991 — 1995
Karnow Brothers July 2008 - Present
Fidelity Investments September 2006 - June 2008
JPMorgan Chase January 2004 - August 2006
JPMorgan Chase January 2000 - December 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MS, Finance
Georgetown University 1994 — 1998
BSBA, Finance
Saint John's Preparatory 1990 — 1994
Fidelity Investments Life Insurance January 2010 - Present
Fidelity Investments May 2005 - October 2008
Skills
Database Marketing, Analytics, Financial Services, Marketing Analytics, Segmentation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
Bachelor, Marketing & Communications
Fidelity Investments December 2008 - Present
Fidelity Investments June 2004 - Present
Fidelity Investments January 2000 - Present
Self Employed - JMM Consulting June 1998 - November 2000
Commonwealth Energy Company July 1985 - June 1998
Skills
Technical Product..., Full Life cycle Project..., Agile Project Management, Product Development, Build Strong Teams, Team Building, Technical Leadership, Software Development, Product Management, Agile Methodologies, SDLC, Business Analysis, Program Management, Software Project...
Education
Boston College - Carroll School of Management
Bachelor of Science, Computer Science
Prudential Financial May 2014 - Present
National Basketball Association June 2012 - May 2014
Fidelity Investments October 2011 - June 2012
Fidelity Investments June 2007 - October 2011
Skills
Strategic Financial..., Accounting, Data Analysis, Finance, Financial Modeling, Analysis, Corporate Finance, Financial Reporting, Microsoft Excel, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
MBA, Leadership and Management
Colgate University 2003 — 2007
Bachelor of Arts, International Relations
Partners HealthCare January 2015 - Present
Partners HealthCare June 2013 - Present
Partners HealthCare April 2009 - May 2013
Partners Healthcare May 2006 - April 2009
Fidelity Investments February 2004 - May 2006
Fidelity Investments June 1999 - February 2004
Skills
Process Improvement, Crisis Management, Disaster Recovery, Program Management, Vendor Management, Citrix, Team Management, Data Center, Service Delivery, Technical Support, Risk Management, Leadership, SDLC, Windows, Servers, IT Strategy, Change Management, Altiris, Visio, Infrastructure, Hardware, Software Installation, Software Documentation, SaaS, SharePoint, ITIL, Help Desk Support, Security, Active Directory, Requirements Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1999
BS, Computer Science / Information Systems
Long Island Lutheran Jr/Sr High School 1988 — 1995
High School Diploma
Demandware May 2015 - Present
NaviNet July 2014 - Present
Bright Horizons January 2012 - June 2014
Fidelity Investments May 2009 - April 2012
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
Skills
Business Analysis, Financial Services, Process Improvement, Management, Project Management, Program Management, SDLC, Risk Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1981 — 1985
BS Finance, Finance
Fidelity Investments January 2012 - Present
Fidelity Investments February 2006 - December 2011
Fidelity Investments November 2001 - February 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2006
Masters, Finance
University College Cork 1997 — 2001
Bachelors, Business Information Systems
Fidelity Investments May 2014 - Present
Fidelity Investments 2006 - April 2014
Merrimack Youth Association 2007 - 2011
Fidelity Investments 2004 - 2006
Fidelity Investments 2001 - 2004
BAE Systems 2000 - 2001
Lockheed Martin 1995 - 2000
Lockheed Martin 1999 - 1999
Lockheed Martin 1991 - 1995
Lockheed Martin 1988 - 1991
Education
Boston College - Wallace E. Carroll Graduate School of Management 1984 — 1986
M.B.A., Finance, Marketing
University of New Hampshire -- Peter T. Paul College of Business and Economics 1980 — 1984
B.S., Business Administration
Fidelity Investments May 2015 - Present
Fidelity Investments 2010 - Present
Fidelity Investments 2004 - 2010
Liberty Mutual 2002 - 2004
Skills
Financial Modeling, Finance, Financial Analysis, Strategic Financial..., Financial Services, Essbase, Financial Reporting, Forecasting, Business Analysis, Process Improvement, Managerial Finance, Relationship Management, Competitive Analysis, Analytics, Business Valuation, Financial Accounting, Business Planning, Insurance, Project Management, Business Intelligence, Portfolio Management, Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2002
Master of Business Administration (M.B.A.), finance
St. Lawrence University 1991 — 1995
Bachelor of Arts (B.A.), Fine and Studio Arts and Anthropolgy
Fidelity Investments March 2007 - Present
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Mutual Funds, Investments, Corporate Finance, Portfolio Management, Financial Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2002
BS, Finance
Providence College 1986 — 1990
BS, Finance
Fidelity Investments November 2014 - Present
O'Connor Davies, LLP February 2014 - October 2014
Ferguson & Gille, Attorneys at Law September 2009 - February 2014
LAW OFFICES OF TOM MOHR May 2008 - August 2008
SCHWARTZ SIMON EDELSTEIN CELSO & KESSLER, LLC May 2007 - August 2007
Skills
Legal Writing, Estate Planning, Legal Research, Wills, Westlaw, Real Estate Transactions, Tax Preparation, Tax Law, Estate Administration, Real Estate Tax Appeals, Bankruptcy, Client Development, Business Development, Appeals, Critical Thinking, Arbitration, Civil Litigation, Corporate Law, Finance, Securities Regulation, Intellectual Property, Water Sports, Litigation, Skiing, Sword Fighting, Courts
Education
Villanova University School of Law 2012 — 2013
LL.M., Tax Law/Taxation, 3.9
Villanova University School of Law 2006 — 2009
Doctor of Law (J.D.), Law
Boston College - Carroll School of Management 2002 — 2006
B.S, Finance; Accounting; Marketing
Nields, Lemack, & Frame January 2011 - Present
Senie & Associates, P.C. 2005 - January 2011
Fidelity Investments 1991 - 1992
Coopers and Lybrand 1990 - 1991
Skills
Corporate Law, Mergers, Estate Planning, Securities, Mergers & Acquisitions, Start-ups
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1990
MBA, business administration
Southern Methodist University Dedman School of Law 1985 — 1988
Juris Doctor, Law
Vanderbilt University 1981 — 1985
BA, political science and history
BNY Mellon March 2005 - Present
State Street Research 1997 - 2005
Fidelity Investments 1996 - 1997
Scudder Investments 1994 - 1996
John Hancock Advisers/Patriot Funds 1991 - 1994
Patriot Group 1986 - 1991
State Street Bank 1978 - 1986
Skills
Asset Management, Management, Securities, Mutual Funds, Hedge Funds, Equities, Alternative Investments, Series 7, Fixed Income, Investments, FINRA, Financial Services, Series 63, Investment Management, Capital Markets, Bloomberg, AML, Portfolio Management, Risk Management, Derivatives, Asset Managment, Due Diligence, Investment Advisory, Relationship Management, SEC filings, Wealth Management
Education
Suffolk University Law School 1993 — 1997
JD, Securitries and Corporate Law
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
MSF, Finance
Suffolk University - Sawyer Business School 1979 — 1983
MBA, Business
University of Massachusetts Boston 1974 — 1978
BA, Business Management
Goldman Sachs September 2014 - Present
Pyramis Global Advisors July 2008 - February 2014
Fidelity Investments 2005 - 2008
Skills
Investments, Portfolio Management, Mutual Funds, Equities, Asset Management, Alternative Investments, Hedge Funds, Securities, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)
Boston College - Wallace E. Carroll Graduate School of Management
MS, Finance
Syracuse University 1997 — 2001
BS, FINANCE, ENTREPRENEURSHIP AND EMERGING ENTERPRISES
Fidelity Investments 2005 - 2009
State Street Global Advisors 1997 - 2004
State Street 1991 - 1997
Skills
Database Marketing, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA
National University of Singapore
BA, Architecture
KeyBanc Capital Markets May 2015 - July 2015
Meridional Equity January 2015 - March 2015
Fidelity Investments October 2010 - July 2014
Skills
Financial Analysis, Leadership, Sales, Investment Banking, Valuation, Venture Capital, Private Equity, TMT, Mergers & Acquisitions, Equity Research, Banking, Finance, Management, Investments, Stock Market Analysis, Fixed Income, Asset Management, Capital Markets, Customer Service, Time Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Corporate Finance
Case Western Reserve University 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Kaplan University 2011 — 2012
CFP Required Education Course
The TJX Companies February 2013 - Present
The TJX Companies October 2011 - February 2013
Ernst & Young July 2006 - September 2011
Fidelity Investments June 2005 - April 2006
Skills
IT Audit, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Accounting, Financial Analysis, Auditing, Internal Audit, External Audit, Financial Accounting, Financial Modeling, Corporate Finance, US GAAP, Management Consulting, Due Diligence, Microsoft Office, Data Analysis, Microsoft Excel, Enterprise Risk..., Business Analysis, GAAP
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
Bachelors in Science, Accounting and Information Systems
TIAA-CREF March 2012 - Present
AllianceBernstein December 1999 - February 2012
Fidelity Investments April 1998 - December 1999
Eaton Vance Corporation November 1995 - March 1998
Skills
Series 6, Mutual Funds, Asset Allocation, Alternative Investments, 401k, Series 7, Series 63, Asset Managment, Investments, Retirement, Fixed Income, Pensions, Asset Management, Retirement Planning, ETFs, Investment Strategies, Morningstar, Securities, Separately Managed..., Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
M.F.S., Finance
Boston University 1989 — 1991
Bachelor of Arts (B.A.), Economics, 3.3
State Street September 2012 - Present
State Street May 2011 - September 2012
State Street October 2009 - May 2011
State Street March 2008 - October 2009
Fidelity Investments February 1994 - February 2008
Skills
Financial Modeling, Competitive Analysis, Investments, Financial Services, Financial Analysis, Mutual Funds, Bloomberg, Equities, Alternative Investments, Strategic Financial..., Pricing, Performance Measurement, Strategy, KPI Dashboards, Forecasting, Valuation, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2005
MBA/MSF, Finance
Saint Martin's College 1991 — 1993
BA, Finance; Accounting
Fidelity Investments September 2014 - Present
Fidelity Investments July 2014 - September 2014
Fidelity Investments/ National Financial August 2007 - July 2014
Fidelity Investments April 2006 - August 2007
Fidelity Investments August 2004 - April 2006
Fidelity Investments August 2001 - August 2004
Fidelity Investments August 1999 - August 2001
Various Financial Services Firms June 1995 - August 1999
Skills
Series 7, Series 63, Securities, Financial Services, Client Presentation, New Business Set-up, Manage Client..., Client Co-ordination, Marketing, Product Adoption, Best Practices, Online Marketing, Online Research, E-commerce, Vendor Management, Vendor Relationship..., PMO, Project Management, Business Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2001
Completed MBA-level courses
Pace University - Lubin School of Business 1999 — 2000
Completed MBA-level courses
Marymount Manhattan College 1991 — 1995
BA, Business Management and Media Studies
Fidelity Investments June 2010 - Present
Columbia Management May 2007 - June 2010
Skills
Asset Management, Risk Management, Financial Services, Management, Mutual Funds, Strategic Planning, Administration, Compliance Management, Program Management, Vendor Management, Relationship Management, Client Services, Executive Reporting
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1994
Master of Business Administration (M.B.A.), Finance, General
Mount Holyoke College 1983 — 1987
Bachelorâs Degree
Greenwich High School 1980 — 1983
Fidelity Investments October 2011 - Present
Fidelity Investments October 2006 - October 2011
M.S. Howells & Co. 2005 - 2006
Virtua Research 2005 - 2006
Bear Stearns 2003 - 2004
Salomon Smith Barney 1999 - 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management
University of New Hampshire
Fidelity Investments January 2015 - Present
Fidelity Investments July 2013 - December 2014
Fidelity Investments May 2011 - July 2013
BofA Merrill Lynch January 2011 - May 2011
Stonehill College September 2010 - May 2011
Fidelity Investments June 2010 - August 2010
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2017
Master of Business Administration (MBA)
Stonehill College 2007 — 2011
Finance, Economics
John Cabot University 2009 — 2009
Finance, Economics
Portsmouth High School 2004 — 2007
UBS FINANCIAL SERVICES INC January 2012 - July 2013
UBS Financial Services, Inc. March 2011 - January 2012
Morgan Stanley Smith Barney August 2007 - March 2011
Quiznos October 2005 - May 2007
Fidelity Investments 1999 - 2005
Education
Boston College - Carroll School of Management 1991 — 1995
Bachelor of Science, Finance
Providence College 2008 — 2010
MBA
Fidelity Investments
Education
Suffolk Law School 2003 — 2006
Doctor of Law (JD)
Boston College - Carroll School of Management 2000 — 2001
Master of Business Administration (MBA)
Boston College - Carroll School of Management 1993 — 1997
Bachelor's degree, Accounting
McAuliffe Associates 2012 - Present
Fidelity Investments August 1987 - January 1995
Thomson McKinnon Energy Management Co. December 1983 - August 1987
PwC December 1978 - December 1983
Skills
CPA, Finance, Financial Services, Tax, Insurance, Fixed Annuities, Financial Analysis, Financial Modeling, Financial Reporting, Due Diligence, Corporate Finance, Valuation, Internal Controls, Mergers & Acquisitions, Strategic Financial..., Auditing, Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Finance, General
Regis College
Bachelor of Arts (BA), Political Science and Government
SoftBank Capital October 1999 - Present
Fidelity Investments January 1997 - September 1999
Skills
Valuation, Financial Modeling
Education
Boston College - Carroll School of Management 1988 — 1992
Finance, General