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
The Bliss Company General Contracting June 1972 - Present
Fidelity Investments November 2004 - February 2006
Skills
Master Carpenter, Certified Project..., Interior Design, Landscape Design, Architectural, Network Engineering, Network Administration
Education
Boston University 1995 — 1996
CE, Network Engineering
Wentworth Institute of Technology 1973 — 1975
Certificate, Construction Management
New England Conservatory of Music 1973 — 1974
Certificate of Study, Music Performance, General
Dean Jr. College 1970 — 1972
AS, Music
Fidelity Investments June 2015 - Present
SevOne Inc May 2014 - August 2014
Boston University College of Engineering August 2012 - September 2013
Boston University Office of Rental Property Management September 2011 - August 2012
Newton Environmental Science Program January 2009 - July 2009
Skills
Linux, Windows, C++, Matlab, Verilog, Java, Python, Networking, C, Unix
Education
Boston University 2011 — 2015
Bachelor of Science (B.S.), Computer Engineering
Newton South High School 2007 — 2011
Bank of America 2010 - Present
Fidelity Investments June 2000 - February 2009
Mercer 1992 - 1995
Kendall Company 1988 - 1992
Education
Boston University 1978 — 1982
B.S., Communications
Sun Life Financial (U.S.) Services, Inc. September 2007 - March 2012
Fidelity Investments October 2003 - August 2007
MFS Investment Management June 2000 - October 2003
Raytheon September 1999 - June 2000
Digital Equipment Corporation February 1980 - September 1999
Skills
Reward Systems, Incentive Programs, Executive Pay, Sales Compensation, Succession Planning, Performance Management, Employee Benefits, Human Resources, Organizational Design, Compensation Structures, Organizational..., Deferred Compensation, Job Evaluation, Benefits Administration, Workforce Planning, HRIS, 401k
Education
Boston University
Bachelor of Arts (BA), Psychology
Troy High School, Troy, New York
HS Diploma, Mathematics
Self March 2009 - December 2013
UnitedHealth Group September 2008 - January 2010
Travelers Insurance January 2003 - October 2005
CIGNA Healthcare November 2001 - October 2002
Private Healthcare Systems January 2001 - September 2001
Granitar Systems July 1999 - September 2000
BankBoston (now Bank of America) December 1997 - February 1999
Fidelity Investments October 1996 - October 1997
Parexel International January 1996 - September 1996
Fidelity Investments 1994 - 1995
Skills
IT Business Analysis, IT Proj. Management, Real Estate Subdivisions, Equity Stock Investments, Portfolio Management, Business Analysis, Management, Project Management, Oracle, Analysis, Business Process, Quality Assurance, Management Consulting, SDLC, Security, Risk Management, Data Analysis, Business Intelligence, Vendor Management
Education
University of Hartford 1970 — 1976
BS, MBA, Economics and Accounting, 3.75
Boston University
Cerfirticate in Client server Technology
SW Fl Polygraph & Background Verification, L.L.C. January 2000 - Present
Commercial HVAC Service, Inc, January 2008 - January 2015
Fidelity Investments August 1994 - May 1999
Skills
Business Strategy, Recruiting, Strategy, Retail, Time Management, Insurance, Small Business, Customer Service, Public Relations, Management, Marketing, Web Analytics, Project Management, New Business Development, Operations Management, Marketing Strategy, Strategic Planning, Online Marketing
Education
Boston University 1994 — 1995
Bachelor of Science (B.S.), Criminal Justice & Urban Affairs
IBM March 2015 - Present
Fidelity Investments December 2011 - March 2015
Fidelity Investments January 2009 - December 2011
Fidelity Investments May 2008 - January 2009
Fidelity Investments May 2007 - March 2008
Canadian Consulate General September 1995 - May 2007
Project Software Development Inc. (now MRO Software, IBM) May 1994 - September 1995
Skills
SDLC, Unix, Microsoft SQL Server, Testing, Requirements Analysis, Agile Methodologies, SQL, Quality Center, Requirements Gathering, Business Analysis, HP Quality Center, ITIL, Quality Assurance, Disaster Recovery, Oracle, Release Management, Process Improvement, Scripting, Production Support, Splunk, Dynatrace, ALM, Windows Server, RequisitePro, F5 BigIP, System Monitoring
Education
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
B.S., Finance, Marketing
Boston University 2001 — 2002
Certificate, Masters Certificate in C/C++ Programming and Windows Development
City University London 1989 — 1990
Economics
McQuaid Jesuit High School, Rochester NY
High School
Fidelity Investments October 1986 - Present
Skills
Series 7, Series 63, Series 24, FINRA, Mutual Funds, Trading, Securities, Equities, Bloomberg, Options, Investments, Series 4, Series 3, Series 9/10
Education
Kutztown University of PA 1982 — 1986
Bachelor's degree, Business Administration and Management, General
Boston University
Charles Schwab - Chestnut Hill February 2002 - Present
Fidelity Investments 1998 - 2002
Fidelity Investments 1993 - 1998
Skills
Portfolio Management, Analysis, Series 7, Asset Allocation, Investment Management, Relationship Management, Equities, Investments, Finance, Mutual Funds, Financial Services, Trading, Asset Management
Education
Boston University 2005 — 2007
Financial Planning, Investment Allocation and Estate Planning
University of Massachusetts Boston 1988 — 1993
BA, Economics
Boston College High School 1984 — 1988
Twinbrook Insurance Brokerage October 2014 - Present
J.P. Morgan September 2009 - December 2013
Fidelity Investments May 2008 - September 2009
Fidelity Investments June 2007 - January 2008
Skills
Series 7, Series 63
Education
Boston University 2004 — 2008
Bachelor of Business Administration (BBA)
Fontbonne Academy 2000 — 2004
Fidelity Investments November 2006 - Present
Fidelity Investments August 2005 - November 2006
Putnam Investments December 2002 - August 2005
Putnam Investments November 2001 - December 2002
Education
Boston University
BA
Boston University School of Public Communication
MS, Journalism
Harvard University Extension
Certificate of Business Administration, Business
William Raveis Real Estate May 2012 - Present
Marsh & McLennan Companies, Inc. April 2005 - May 2012
Columbia Management September 2003 - December 2004
Fidelity Investments September 1986 - September 2003
Schmalenberger & Nargassans Advertising Agency September 1976 - September 1986
Skills
Marketing Communications, Public Relations, Sales Support, Business Development, Risk Management, Negotiation, Risk Assessment, Collaborative Problem..., Project Management, Strategic Planning, Vendor Management, Process Improvement, Legal Compliance, Real Estate, Property, Digital Photography, Writing, Image and copy editing, Microsoft Office, Apple iWorks, Event Planning, Logistics Management
Education
Boston University
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Boston University
Bachelor of Science (B.S.), Communications and Public Relations
Pine Manor College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Fidelity Investments August 2015 - Present
Boston University Finance and Investment Club January 2013 - Present
Fidelity Investments June 2015 - August 2015
THE ICONIC March 2015 - April 2015
U.S. Securities and Exchange Commission May 2014 - August 2014
Comptroller John Liu for Mayor July 2013 - August 2013
J.P. Morgan July 2012 - August 2012
NASA September 2011 - November 2011
Skills
Research, Microsoft Excel, Team Leadership, Bloomberg Terminal, Public Speaking, Finance, Equity Research, Financial Analysis, Regression Analysis, Monte Carlo Simulation, Microsoft Office
Education
Boston University 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Accounting
Brooklyn Technical High School 2008 — 2012
Payback Consulting LLC May 2015 - Present
BNY Mellon May 2012 - May 2015
CIBER Inc. February 2011 - April 2012
Payback Consulting LLC November 2010 - February 2011
CDI Business Solutions May 2010 - November 2010
T. Rowe Price January 2007 - May 2009
Volt August 2006 - October 2006
XSP February 2005 - March 2006
BNY Mellon July 1988 - December 2004
Fidelity Investments August 1987 - July 1988
Skills
Business Analysis, Banking, SDLC, Corporate Actions, Requirements Gathering, Vendor Management, Requirements Analysis, Business Process, PMO, IT Strategy, Business Requirements, Project Planning, Business Intelligence, Program Management, Business Process..., Project Portfolio..., Integration, SWIFT, Risk Management, Software Project..., Process Improvement, Fixed Income, Visio, Outsourcing, Back Office, COBOL, Asset Management, Process Engineering, Business Strategy, Change Management, Compliance, Trading Systems, MS Project, Product Management, Team Management, Data Warehousing, Business Transformation, FEDWIRE, STP, Cash Management, Risk, Business Management, Investment Banking, FX, Project Implementation, Customer Relations, Financial Analysis, Agile, Operations Management, Unix
Education
BNYM Toastmasters 2013 — 2015
Boston University 1979 — 1980
N/A, Computer Science Night Courses
University of Oxford 1972 — 1973
MA (Dipl), History & Philosophy of Science
The London School of Economics and Political Science (LSE) 1971 — 1972
None, Logic & Scientific Method
University of New Hampshire 1968 — 1971
BA, Philosophy
Santander Bank, N.A. 2015 - Present
Fidelity Investments 2007 - 2015
Altran Control Solutions 2003 - 2007
PwC 2002 - 2003
PTech (Process Technology) 2001 - 2002
Demos Consulting Group 2000 - 2001
Staples 1997 - 2000
United States Air Force 1988 - 1996
Skills
Financial Analysis, Risk Management, Sarbanes-Oxley Act, Financial Reporting, Internal Audit, Process Improvement, Business Analysis, Vendor Management, Program Management, Strategy, Management, Analysis, Start-ups, Mergers & Acquisitions, Business Process, Project Management, Due Diligence, Leadership, Budgets
Education
Harvard University 1999 — 1999
Post Graduate Studies, International Business / Communications
Central Michigan University 1993 — 1995
Master of Science, Business / Organizational Behavior
Park University 1991 — 1993
Bachelor of Science, Business Management / Marketing
Community College of the Air Force 1989 — 1991
Associate of Science, Supply Chain / Logistics
Louisiana Tech University 1989 — 1991
Associate of General Studies, Business
Boston University
Project Management Certification
Motorola University
Six Sigma Green Belt
Keenan July 2015 - Present
Aon Hewitt June 2013 - August 2014
YungDa Tech Co. January 2009 - August 2012
Towers Watson August 2006 - August 2008
Fidelity Investments January 2006 - July 2006
Fidelity Investments January 2005 - January 2006
Boston University, Metropolitan College July 2004 - December 2004
Skills
SAS programming, VBA, Microsoft Office, SQL, HR Consulting, Healthcare Consulting, Engagement, ProVal, Data Analysis, CRM, Employee Benefits, Consulting, Project Management, Management, Actuarial Science, Strategy
Education
ARC Academey 2012 — 2013
Certificate, Japanese Language
Boston University 2003 — 2005
Master of Science (M.S.), Actuarial Science
National Taipei University 1999 — 2003
Bachelor of Arts (B.A.), Statistics
Tsai Hsin
Simplistic Charm April 2010 - Present
Fidelity Investments January 1998 - January 2007
Skills
Event Management, Event Planning, Marketing, Corporate Events, Meeting Planning, Social Media, Customer Service, Trade Shows, Social Media Marketing, Community Outreach
Education
Boston University 1996 — 1998
U.S. Trust March 2013 - Present
Sun Capital Advisers June 2011 - March 2013
Conning Asset Management April 2009 - May 2011
Oppenheimer Funds January 2007 - March 2009
Fidelity Investments 1999 - 2007
Skills
Fixed Income, Trading, Analysis, Research, Mortgage
Education
Boston University
Software Engineering
Financial Academy
BS, Financial Engineering, Finance & Credit
Southern New Hampshire University
MBA, Finance
CJ Affiliate by Conversant May 2014 - Present
Vistaprint August 2012 - May 2014
Staples February 2012 - August 2012
Staples November 2010 - January 2012
Titleist May 2009 - June 2010
Team in Training August 2009 - November 2009
Converse June 2009 - August 2009
Fidelity Investments July 2007 - December 2007
Skills
Market Research, Pricing, Marketing, Statistical Modeling, Marketing Strategy, Customer Satisfaction, Vendor Relations, Customer Insight, Portfolio Strategy, Data Analysis, Analytics, Strategy, Portfolio Management, Product Marketing, Product Development, Leadership, Digital Marketing, Strategic Planning, Business Planning, Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA, Marketing, Strategy, Analytics
Boston University 2006 — 2008
BA, Mathematics
Texas Tech University 2004 — 2005
Mathematics
GreenLight Property Management December 2013 - Present
Various January 2009 - December 2013
State Street Corporation August 2005 - January 2009
Fidelity Investments March 2004 - August 2005
Fidelity Investments July 2000 - October 2002
Putnam Investments June 1997 - July 2000
Fidelity Investments November 1989 - June 1997
The Boston Company July 1983 - November 1989
Concord National Bank June 1981 - July 1983
US Army March 1977 - March 1981
Skills
Process Improvement, Management, Project Management, Business Analysis, Financial Services, Management Consulting, Fixed Income, Equities, Trading Systems, Electronic Trading
Education
Boston University
MS, Computer Information Systems
Boston University
BS, Computer Science
Fidelity Investments October 1996 - Present
Towers Perrin September 1991 - September 1996
Skills
Defined Benefit, Change Management, Business Analysis, Benefits Administration, BPO, Employee Benefits, Financial Services, Leadership, Outsourcing, PMO, Pensions, Process Improvement, Program Management, Project Management, Project Portfolio..., Requirements Analysis, Requirements Gathering, Retirement, SDLC, Software Project..., Vendor Management
Education
Boston University 2003 — 2005
MS, Masters in HR Administration
Boston University 1985 — 1989
BS, Bachelor of Science in Management
Santander Securities August 2013 - Present
LPL Financial December 2012 - August 2013
LPL Financial May 2011 - December 2012
MetLife November 2010 - May 2011
MetLife November 2007 - November 2010
State Street Bank November 2005 - November 2007
Fidelity Investments February 2005 - November 2005
Skills
Series 24, Series 63, Series 7, FINRA, Series 6, Series 53, Series 65, Series 26, Series 4
Education
Boston University 2008 — 2009
Graduate Certificate, Financial Planning
University of Newcastle 2004 — 2004
M.S., Finance
University of Tampa 2000 — 2003
B.S., Management, Economics, Criminology
Fidelity Investments August 2008 - Present
Fidelity Investments April 2006 - August 2008
Fidelity Investments April 1999 - April 2006
Allmerica Financial April 1996 - April 1999
Allmerica Financial April 1993 - April 1996
Skills
Defined Benefit, Employee Benefits, Pensions, Defined Contribution, Retirement Planning, Product Management, Risk Management, Outsourcing, Project Management, Requirements Gathering, Process Improvement, Negotiation, SDLC, Equities, PMP, PMO, Vendor Management, Program Management, Cross-functional Team...
Education
Boston University 1980 — 1984
BA, Mathematics
Fidelity Investments July 1993 - Present
Skills
Series 7, Series 63, Retirement, Mutual Funds, 401k, Series 24, Retirement Planning, Wealth Management, Strategic Financial..., Asset Allocation, Investments, Alternative Investments, Investment Management, Investment Advisory, Series 6, Securities, Financial Services, ERISA, Equities, FINRA
Education
Boston University 2003 — 2004
Executive - MBA, Business
UMass - Amherst 1984 — 1989
Finance, Business
Duxbury Systems, Inc. January 2009 - Present
State Street Corp November 2002 - December 2008
Fidelity Investments 1996 - 2002
Agfa-Gevaert NV, Belgium 1995 - 1996
Agfa 1983 - 1996
Agfa-Gevaert, Wilmington, MA 1988 - 1995
Agfa-Compugraphic 1988 - 1995
Skills
Software Development, Business Analysis, User Interface Design, C++, Analysis, Software Engineering, Agile Methodologies, Web Applications, Requirements Gathering, Software Project..., Visual Studio, C#, XML, C, Unix, Linux
Education
Boston University 1986 — 1988
MACS, Computer Science
Michigan State University
Bachelor of Arts (B.A.)
Cambridge Associates November 2011 - July 2014
JoycePayne Partners October 2009 - November 2011
Fidelity Investments May 2008 - July 2008
Skills
Equities, Valuation, Investments
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Virginia Darden School of Business 2014 — 2016
University of Richmond 2006 — 2009
The Tuck School of Business at Dartmouth 2008 — 2008
Tuck Business Bridge Program
Boston University 2005 — 2006
Tracksmith September 2014 - Present
Simmons College August 2014 - Present
Self Employed May 2010 - Present
Greater Boston Running Company June 2013 - August 2014
Boston University September 2011 - June 2014
Fidelity Investments July 2011 - April 2012
Boston Red Sox April 2010 - September 2010
Skills
Sports, Sales, Fundraising, Leadership, Microsoft Office, Social Media, Time Management
Education
Boston University 2010 — 2012
MA, Criminal Justice
Boston University 2006 — 2010
BA, International Relations
Infinex Finanacial Group May 2012 - Present
FINRA May 2006 - May 2012
South Shore Mental Health April 2005 - May 2012
FINRA (formerly NASD) May 2004 - November 2010
Fidelity Investments May 2000 - October 2003
Investors Capital February 1997 - May 2000
State Street Bank February 1996 - February 1997
Dean Witter September 1995 - February 1996
Skills
Customer Relations, Problem Solving, Customer Service, Teaching, Auditing, Compliance, Team Leadership, Managerial, Trading
Education
Boston University
MBA
Bryant University 1991 — 1995
B.S., Finance
Fidelity Investments April 2014 - Present
Fidelity Investments August 2011 - April 2014
Fidelity Investments May 2007 - August 2011
Police Foundation May 2006 - July 2006
Education
Boston University 2013 — 2014
Risk Management and Organizational Continuity (Graduate Certificate)
Boston University 2008 — 2010
Master of Criminal Justice (MCJ)
Saint Anselm College 2003 — 2007
Bachelor of Arts (BA)
Towers Watson 2015 - Present
Transamerica Retirement Solutions March 2007 - April 2015
Fidelity Investments July 2001 - March 2007
Skills
Operations Management, Operational Efficiency, Business Strategy, Team Leadership, Project Management, Mathematical Analysis, Microsoft Excel, Process Improvement, Process Engineering, Pensions, Risk Management, Restricted Stock, Financial Reporting, ESPP, Employee Stock Options, FASB, Financial Analysis, Retirement, Retirement Planning, Employee Benefits, Financial Services
Education
Boston University 2000 — 2001
Master of Science (MS), Actuarial Science
MSCI September 2013 - Present
Fulbright & Jaworski (Norton Rose Fulbright) May 2012 - August 2013
Dimensional Fund Advisors January 2007 - March 2010
State Street Corporation September 2001 - October 2004
INCommunication 1995 - 2001
Fidelity Investments May 1979 - April 1995
Skills
Corporate Communications, Marketing Strategy, Marketing, Crisis Communications, Crisis Management, Writing, Strategic Planning, New Business Development, Business Strategy, Business Analysis, Customer Satisfaction, Manage Client..., Client Relations Skills, Customer Retention, Customer Service, Customer Insight, Customer Experience, Media Relations, Market Research, Competitive Intelligence, Corporate Branding, Brand Awareness, Brand Development..., Brand Positioning..., Strategic Communications, Management Consulting, Consulting, Executive Management, Executive..., Annual Meetings, Internal & External..., Messaging, Team Leadership, Leadership, Creative Direction, Strategic Creative..., Marketing Management, Strategy, Sales Presentations, Global Marketing, Global Strategy, Acquisition Integration, Thought Leadership, Advertising, Web Marketing, Customer Satisfaction...
Education
The University of Texas at Austin 1973 — 1976
BA
Boston University
Fidelity Investments August 2007 - June 2014
Fidelity Investments August 2005 - August 2007
Fidelity Investments September 2001 - August 2005
FairMarket November 1999 - September 2001
KPMG LLP February 1999 - November 1999
Olsten Staffing Services December 1994 - January 1999
Medical University of South Carolina July 1993 - August 1994
Skills
Business Intelligence, Oracle, Databases, Data Warehousing, Enterprise Architecture, SDLC, Software Development, Agile Methodologies, OBIEE, Data Modeling, Enterprise Software, Java, Analytics, Solution Architecture, OLAP, Software Project..., SQL, Dashboard, ETL, Java Enterprise Edition, Data Integration, Weblogic, Database Design, Business Intelligence..., Big Data, Tableau
Education
Boston University 1989 — 1993
BA, Mathematics; BS, Psychology - Magna Cum Laude with Distinction
MetLife July 2015 - Present
Affinion Group May 2013 - May 2015
Newspaper Data Exchange LLC December 2011 - August 2012
United States Postal Service June 2005 - December 2011
Edward Jones 2003 - 2005
Thomson Financial 2001 - 2003
Fidelity Investments 1992 - 2000
The Walt Disney Company 1989 - 1992
Skills
Vendor Management, IT Strategy, Program Management, Network Architecture, Management, Data Center, Change Management, Technical Leadership, Executive Management, Network Engineering, Network Security, ITIL, Strategic Leadership, Network Design, Computer Network..., Wireless Networking, Enterprise Architecture, Project Portfolio..., IT Service Management, ITIL Certified, Storage Area Networks, Help Desk Support, Facilities Management, Thought Leadership, Network Services, Call Center Architecture, Help Desk Implementation, Capital Budgeting, Global Management, Contract Negotiation, IT Infrastructure..., Integration
Education
Boston University 2002 — 2002
Master of Science (MS), Innovation and Technology
Northeastern University 1997 — 1998
Computer Systems Networking and Telecommunications
Fidelity Investments June 2014 - Present
Fidelity Charitable October 2010 - June 2014
Fidelity Investments 1995 - 2012
Fidelity Investments September 2006 - 2010
Skills
Series 7, Wealth Management, Investments, Strategic Financial..., Securities, Financial Services, Series 63, Tax, Relationship Management, Investment Management, Management, IRAs, Sales, Alternative Investments, Mutual Funds, Salesforce.com, Estate Planning, Capital Markets, Team Building, Life Insurance, Fixed Annuities, Risk Management, Financial Modeling, Hedge Funds, Financial Advisory, Financial Analysis, Retirement, Pensions, Investment Advisory, Fixed Income, Asset Allocation, Retirement Planning, Wealth, Portfolio Management, Sales Management, ETFs, Separately Managed..., Equities, Insurance, Wealth Management..., Series 65, FINRA, Series 6, Options, Asset Management, Investment Strategies, 401k, Bloomberg, Finance, Bonds
Education
Boston University 1986 — 1990
Business administration, Finance
Wellesley High School
TIAA-CREF September 2013 - Present
Fidelity Investments January 2008 - July 2013
Fidelity Investments December 2003 - December 2007
Fidelity Investments February 2001 - December 2003
Fidelity Investments March 1999 - February 2001
Fidelity Investments June 1993 - March 1999
GE 1985 - 1993
Education
Boston University 1982 — 1985
BS, Finance
Syracuse University 1981 — 1982
Fidelity Investments 2005 - Present
Fidelity Investments 2001 - 2005
Fidelity Investments 1996 - 2001
FTP Software 1995 - 1996
Booz Allen Hamilton 1993 - 1995
Booz Allen 1993 - 1995
US Department of Defense 1991 - 1993
US Army 1988 - 1991
Skills
Agile Methodologies, Application Security, Business Analysis, CISSP, Computer Security, Enterprise Architecture, Enterprise Software, Financial Risk, Governance, Java, Management, PKI, Penetration Testing, Program Management, Requirements Analysis, Risk Management, SDLC, SSO, SaaS, Security, Software Development, Software Project..., Testing, Training, Vendor Management
Education
Boston University 1984 — 1988
BSEE
Rutgers University-New Brunswick
MSEE, Software Engineering
TEKsystems March 2012 - Present
Fidelity Investments 2005 - October 2011
Fidelity Investments 2005 - October 2011
Fidelity Investments 2004 - 2005
Level 3 Communications 1999 - 2001
Hills Department Stores 1981 - March 1999
Skills
COBOL, CICS, MVS, JCL, TSO, ISPF, SQL, SQL database design, CLIST, IDMS, DB2, DB2/SQL, VSAM, Websphere, MQUEUE, Intertest, Xpediter, HTML/XML, ASP, VBScript, JavaScript, MS Office Suite, Quality Assurance, Code Review, Code Compliance, Troubleshooting, Testing, Software Development, Web Development, Application Development, Technical Writing, Fileaid, SPUFI, Endevor, Syncsort, IBM Utilities, IBM Mainframe, FTP, Stored Procedures, z/OS, Mainframe, Visio, XML, PL/SQL, Control-M, Visual Studio, SDSF, Database Management, Assembly
Education
Boston University
Bachelor of Science, Computer Science
Bryant College
Associate in Science, Business Administration
Ticketmaster August 2015 - Present
Red Hat January 2015 - August 2015
Cisco Systems May 2013 - January 2015
Rally Software June 2014 - October 2014
Fidelity Investments May 2012 - May 2013
iContact December 2008 - March 2012
PetPartners 2004 - 2008
Skills
Project Planning, Project Coordination, Software Project..., Project Execution, Agile Project Management, Scrum, Kanban, Facility Operations, Facilities Management, SWOT analysis, PMP, Team Building, Team Leadership, Cross-functional Team..., Extreme Programming, XP, Product Management, Project Management, Agile Methodologies, Payroll, Test Driven Development, Project Portfolio..., Six Sigma, Team Management, PMO, SaaS, Salesforce.com, Strategy, Waterfall, CRM, E-commerce, Business Analysis, SDLC, JIRA, Software Development, Program Management, Leadership, Management, Certified Scrum Master..., Enterprise Software, Vendor Management, Databases, Analysis, User Stories, Requirements Analysis, Networking, Release Management, Requirements Gathering, Quality Assurance, IT Strategy
Education
Boston University 2000 — 2003
BS, Psychology, Philosophy
University School 1996 — 2000
High School Diploma, Secondary Education
Anchorage Elementary School
Elementary Diploma, Elementary Education
EC-Council August 2015 - Present
LTD Investments LLC August 2013 - Present
Bulk Connection, Inc July 2014 - August 2015
Schneider National October 2011 - March 2014
Fidelity Investments 2008 - 2011
AOL July 2004 - December 2006
Skills
Transportation..., Customer Satisfaction, Project Management, Process Improvement, Customer Service, Transportation, Logistics, Operations Management, Supply Chain Management, Team Building, Change Management, Strategic Planning, Logistics Management, New Business Development, Coaching, PowerPoint, Trucking, Truckload, Freight
Education
Boston University 2009 — 2009
Certification - Project Management, Project Management
Southwest University of Visual Arts 1990 — 1993
Bachelor's degree, Marketing
St Pius X High School 1986 — 1990
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Vertex Pharmaceuticals April 2012 - Present
Fidelity Investments February 2001 - April 2012
Xpedior (New Technology Partners) August 1996 - February 2001
Valinor Inc. January 1993 - August 1996
Skills
Enterprise Architecture, Disaster Recovery, Leadership, SDLC, Information Security, Vendor Management, Cloud Computing, Security, ITIL, Integration, Data Center, IT Strategy, Program Management, Virtualization, Requirements Analysis, Solution Architecture, SharePoint, Project Management, IT Management, SaaS, Cross-functional Team..., Business Intelligence, Information Technology, Enterprise Software, Networking, System Deployment, Management, Infrastructure, Technical Support, Computer Security, Troubleshooting, IT Operations, IT Service Management, Visio, VMware, Unix, Business Continuity, Software Project..., Servers, Project Portfolio..., Service Delivery, Active Directory, Storage, PMP, System Architecture, Software Documentation, System Administration, High Availability, Network Security
Education
Boston University 2003 — 2003
Certificate
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2002
MBA
Villanova University 1988 — 1992
BSCS
Fidelity Investments September 2012 - Present
Fidelity Investments September 2007 - September 2012
Standard & Poor's March 2003 - September 2007
Fidelity Investments June 1994 - March 2003
MassMutual (Formerly persumma.com) January 2001 - September 2001
Skills
Integrated Marketing, Marketing Communications, B2B, Cross-functional Team..., Messaging
Education
Boston University 2004 — 2007
MS, Communication
Westfield State University 1987 — 1991
BA, English
The MENTOR Network August 2012 - Present
Computershare March 2008 - August 2012
Iron Mountain June 2003 - March 2008
Fidelity Investments July 2001 - June 2003
Stream International June 1995 - July 2001
Skills
Microsoft Exchange, Enterprise Vault, Disaster Recovery, Blackberry Enterprise..., Windows, Active Directory, Exchange ActiveSync, Websense, Legal Discovery, High Availability..., SMTP, Email Archiving, Email Migration, Messaging, Mail Gateways, Powershell, OCS, Quest Migration Manager, ISA, VMware, Faxination, Legal Compliance, Windows Server, DNS, Servers, Security, DHCP, Storage, Data Center, Microsoft Technologies, Technical Support, Software Documentation, HP, Hardware, Operating Systems, Microsoft SQL Server, System Deployment, Blackberry, Infrastructure
Education
Boston University 1994 — 1997
M.A.
Stonehill College 1989 — 1993
B.A.
The Washington Center for Internships and Academic Seminars 1992 — 1992
Academic Internship Semester
Counsel On Call May 2013 - Present
Autonomy, An HP Company May 2011 - December 2012
Fidelity Investments September 2005 - May 2011
Genuity/GTE Internetworking 1999 - 2002
NTP 1997 - 1999
NTP Software 1997 - 1999
Skills
Project Management, eDiscovery, Litigation Support, Visio, Management, SQL, Windows, Project Portfolio..., Microsoft SQL Server, IT Strategy, Analytics, Data Center, IT Management, Requirements Gathering, JavaScript, Change Management
Education
University of New Haven 1985 — 1990
BA, Psychology
Notre Dame HIgh School 1979 — 1983
Boston University
Large Defense Contractor January 2007 - Present
AMEC Holdings 2007 - 2008
State of Massachusetts January 2007 - February 2007
GE Capital February 2006 - February 2007
Fidelity Investments 2002 - 2006
Wheelabrrator 1983 - 1991
Oglebay Norton Company 1978 - 1984
Oglebay Norton Company 1978 - 1984
Education
Boston University 2008 — 2011
Certificate, Certified Financial Planning
Financial Investing and Trading 2006 — 2008
Master, Financial Imvesting - Level 4 Trading
University of Massachusetts, Amherst
Computer Science
Columbia Threadneedle Investments, US January 2006 - Present
Fidelity Investments May 2003 - December 2005
Seattle Sonics & Storm Basketball September 1999 - May 2002
The Seattle Times August 1998 - March 2000
Business Wire 1996 - 1998
WBCN 1994 - 1995
Skills
Copywriting, Marketing, Marketing Communications, Editing, Editorial, Marketing Strategy, Microsoft Office
Education
Boston University
B.S., Communcaitons/Public Relations
Contractor August 2010 - Present
Booz Allen Hamilton 2005 - August 2010
Fidelity Investments 1999 - 2005
CareTools Inc 1998 - 1999
Partners Healthcare Inc. 1997 - 1998
Blue Cross Blue Shield 1996 - 1997
Skills
Process Engineering, Business Case, Data Integration, Software Selection, PMP, ITIL, IT Strategy, Program Management
Education
Boston University
Database and Client Computing
University of New Hampshire
BS, Health Management and Policy
MFS Investment Management December 2014 - Present
Forrester Research December 2010 - April 2014
Fidelity Investments April 2004 - October 2010
Excelergy September 2003 - April 2004
Banta Integrated Media 1998 - 2000
State Street Global Advisors July 1998 - December 1998
Lotus Development May 1989 - November 1993
Skills
Project Management, Test Planning, Test Strategy, Process Improvement, Quality Assurance, Software Quality..., Test Management, Quality Center, Test Automation, Testing, SDLC, Software Development, Requirements Analysis, Regression Testing, System Testing, Agile Methodologies, SQL, Business Analysis, Oracle, Unix, Web Services, Manual Testing, Java, QTP, Enterprise Software, HP Quality Center
Education
Boston University 1982 — 1986
BA, International Relations
The MathWorks March 2011 - Present
Isobar September 2010 - March 2012
Fidelity Investments 2011 - 2011
CaseSight April 2010 - September 2010
CaseSight (formerly Animation Technologies) October 2006 - April 2010
CaseSight (formerly Animation Technologies) May 2005 - December 2005
Image Software Services February 2005 - April 2005
Aptara Corp (Previously Maximize Learning Pvt. Ltd November 2002 - November 2003
Aptara Corp (Previously known as Maximize Learning Pvt. Ltd.) 2002 - 2003
Intervida Foundation (India), Rotary Club (India), Freedom Boutique June 1999 - October 2002
Skills
Flash, Typography, Logo Design, Information Architecture, Graphics, Illustration, Brochures, User Experience, User Experience Design, Storyboarding
Education
Boston University 2004 — 2006
masters, graphic design
Boston University British Programs
London Liberal Arts
Abhinav Kala Mahavidyalaya 1993 — 1998
Diploma in Graphic Design, Graphic Design
Abhinav Kala Mahavidyalaya 1993 — 1998
Diploma in Graphic Design, Graphic Design
Abhinav Kala Mahavidyalaya
BA, Graphic Design
Boston University
Masters in Fine Arts, Graphic Design
Symbiosis Institute of Business Management
Post-graduate diploma, Advertising and PR
JPMorgan Chase & Co. September 2014 - Present
Wellington Management Company, LLP September 2006 - September 2014
JPMorgan Chase May 2005 - September 2006
Paloma Partners April 2004 - April 2005
Fidelity Investments 1998 - 2004
Skills
Bloomberg, Hedge Funds, Fixed Income, Mutual Funds, Equities, Alternative Investments, Financial Analysis, Asset Management, Securities, Derivatives, Investments, Private Equity
Education
Boston University
Economics
Fidelity Investments January 2015 - Present
Fidelity Investments June 2013 - December 2014
Fidelity Investments January 2010 - May 2013
Fidelity Investments November 2006 - December 2009
Fidelity Investments April 2006 - November 2006
Fidelity Investments July 2000 - April 2006
Fidelity Investments January 1999 - June 2000
Skills
Strategic Financial..., Financial Modeling, Finance, Strategic Planning, Business Strategy, Business Planning
Education
Stonehill College 1993 — 1997
BSBA, Finance & Economics
Boston University
MSF, Finance & Econonics
TIAA-CREF November 2013 - Present
UBS Wealth Management Americas May 2011 - March 2012
ING Investment Management April 2009 - May 2011
ING Retail Annuities December 2007 - January 2009
ING Retirement Services April 2004 - November 2008
ING Financial Horizons February 2002 - April 2004
ING Funds October 2000 - February 2002
Fidelity Investments October 1998 - October 2000
Fidelity Investments September 1996 - October 1998
New York Life Benefit Services Company January 1995 - September 1996
Skills
Corporate Communications, Internal Communications, Copywriting, Marketing Strategy, Email Marketing, Direct Marketing, B2B, Web Content, Messaging, Public Relations, Customer Relations, Web 2.0, Journalism, Interactive Marketing, User Experience, Print Production, Marketing Communications, Strategic Communications, Editing, Digital Marketing, Newsletters, Brand Development, Writing, Social Networking, Media Relations, Social Media Marketing, Event Management, Integrated Marketing, Online Marketing, Public Speaking, Content Management, Team Leadership, Crisis Management, Promotions, Coaching, Mentoring, Event Planning, Crisis Communications, Social Media, Communications Planning, Intranet, Creative Development, Employee Engagement, Communications Strategy, Blogging, Content Development, Press Releases, Speech Writing, Executive Communications, Digital Strategy
Education
Improv Boston 2015 — 2015
Standup Comedy
Seton Hall University 2010 — 2015
Master of Arts/EdS, Counseling
Manhattan Comedy School 2010 — 2012
Standup Comedy, Winter 2012, Summer 2010; Storytelling, Summer 2011
Boston University 1987 — 1989
Master of Science, Public Relations
Western Carolina University 1980 — 1984
Bachelor of Science, Business Administration, Marketing major
MetLife April 2014 - Present
MetLife August 2012 - April 2014
Federal Home Loan Bank of Boston May 2011 - August 2012
Actionable Strategies June 2009 - May 2011
Fidelity Investments July 2004 - December 2008
Fidelity Investments August 2000 - July 2004
Anchor Capital Advisors March 1996 - August 2000
Skills
Decision Frameworks, Demand Forecasting /..., Facilitation, Governance, IT Strategy, Needs Assessment, Organizational Change..., Program Management, Project Management, Process Improvement, Report Development, Software Development..., Strategic Planning, Vendor Management, Cross Functional Team..., Workshop Facilitation, SDLC, Technology Needs..., Financial Services, Facilitators, Risk Management, Project Portfolio..., PMP, Cross-functional Team..., Outsourcing, Leadership, Change Management, Business Analysis, Business Process..., Budgets, Project Planning, ITIL, PMO, Analysis, Strategy, Software Project..., Management, Visio, Business Process, Business Intelligence, Integration, IT Management, Product Management
Education
Brandeis University
MS, Finance
Boston University
BS, Public Relations
Springboard Learning, Inc. September 2010 - Present
MediaPro, Inc. June 2007 - Present
Boeing Commercial Airlines Learning, Training and Development 2007 - 2014
Claire Baddeley 1999 - 2007
Asymetrix Learning Systems September 1997 - March 1999
Fidelity Investments April 1997 - September 1997
BBN 1993 - 1997
Bank of Boston February 1993 - December 1993
Shawmut Bank September 1992 - December 1992
Boston University September 1991 - June 1992
Skills
Design Documents, Testing, Captivate, Instructional Design, E-Learning, Web-Based Training, WBT, Online Communications, Corporate Training, Training, Web Content, Writing, Technical Writing, Storyboarding, Interactive Applications, Interactive Media, Blended Learning, Training Needs Analysis, Curriculum Design, Curriculum Development, Interaction Design, Multimedia, Content Strategy, Content Development, Web Content Management, Content Writing, Resume Writing, Teamwork, Proofreading, Collaborative Problem..., Learning Management, Learning Management...
Education
Boston University
M.Ed., Instructional Media and Technology
University of Illinois at Urbana-Champaign
BA, Psychology and MA, Labor and Industrial Relations, Summa Cum Laude
MFS Investment Management July 2014 - June 2015
Fidelity Investments July 2013 - June 2014
Fidelity Investments June 2010 - June 2013
Carey & Company, P.C. 2009 - 2010
Wellington Management July 2007 - December 2008
Skills
Consolidation, Financial Reporting, Accounting, Financial Accounting, Finance
Education
Boston University 2011 — 2013
Master's degree, Banking and Financial Services Management
Northeastern University 2006 — 2009
Bachelor of Business Administration (BBA), Accounting Concentration
Liberty Mutual Insurance April 2010 - Present
The Hanover Insurance Group June 2009 - April 2010
Fidelity Investments January 2008 - November 2008
Fidelity Investments July 2001 - December 2007
netNumina February 2000 - April 2001
netnumina 2000 - 2001
Liberty Mutual January 1995 - February 2000
Skills
Cross-functional Team..., Project Planning, Business Process..., IT Management, Process Improvement, Six Sigma, Outsourcing, Strategy, Software Development, Process Engineering, Program Management, Strategic Planning, Business Analysis
Education
Boston University 1994 — 1998
Masters, Computer Information Systems
Bridgewater State University 1983 — 1986
BS Mathematics
University of New Hampshire 1981 — 1983
Math
Goli Darabi Consulting 2009 - Present
Fidelity Investments 1994 - 2008
Education
Boston University
Ed.D.
Natixis Global Asset Management January 2015 - Present
Sail Loft Capital Management, LLC 2011 - January 2015
North American Management Corporation 2009 - 2011
Meketa Investment Group 2008 - 2008
Crosby Advisors (Fidelity Investments) 2007 - 2008
Fidelity Family Office Services (FFOS) 2005 - 2007
Fidelity Investments 1992 - 2002
Skills
Certified Financial..., Alternative Investments, Asset Allocation, Wealth Management, Mutual Funds, Portfolio Management, Series 63, Investments, Asset Management, Securities, Equities, Hedge Funds, Fixed Income, Investment Management, Financial Planning, Risk Management, Investment Advisory
Education
Colby College 1983 — 1987
BA, Economics & History
London School of Economics and Political Science 1985 — 1986
General Course, Economic History
Boston University
Financial Planning Program
Holland Services June 2010 - Present
Fidelity Investments May 1996 - December 2002
Skills
Private Pilot, Classroom Instruction, Energy Industry, Classroom
Education
Boston University 1999 — 2000
Robert Morris University
Bachelor of Science, Business Management
Fidelity Investments March 2014 - Present
FactSet Research Systems May 2013 - February 2014
FactSet Research Systems June 2009 - April 2013
Market Metrics (acquired by FactSet) July 2007 - June 2009
Columbia University Medical Center August 2005 - July 2007
Skills
Market Research Project..., Strategic Data Analysis, International..., Financial Analysis, New Business Development, Mutual Funds, Survey Design, Financial Services, Competitive Analysis, SPSS, Segmentation, Marketing, Data Analysis, Analysis
Education
University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.), Biological Basis of Behavior
Boston University 2008 — 2009
Graduate Certificate in Financial Markets and Institutions
JPMorgan Chase Bank, NA June 2013 - Present
Community & Southern Bank January 2011 - March 2013
Fidelity Investments October 2007 - July 2008
HomeBanc Corp. March 2002 - October 2007
HomeSide Lending, Inc. (fka BancBoston Mortgage Corporation) March 1983 - October 2001
Skills
Banking, Mergers & Acquisitions, Credit, Loans, Portfolio Management, Mortgage Lending, Loan Origination, Strategy, Capital Markets, Credit Risk, Financial Risk, Financial Services, Finance, Leadership, Executive Management
Education
University of Alabama
Bachelor's Degree, Liberal Arts, cum laude
Boston University
Liberal Arts
The Allstonians August 1992 - Present
Dana Reed Thurston January 1992 - Present
Fidelity Investments October 2014 - December 2014
shotgunflat creative agency November 2012 - December 2014
Dana Thurston, Consultant 2010 - 2014
Dana Thurston, Consultant 2010 - 2014
Agero, Inc. October 2013 - December 2013
Sovereign Bank March 2011 - November 2011
Focus Technology Group August 2004 - April 2009
bankboston 1994 - 1998
Skills
Project Management, Software Design, Banking, Business Analysis, Programming, Visio, Integration, MS Project, COBOL, SQL, Software Project..., SDLC, Requirements Gathering, Requirements Analysis, Mainframe, DB2, Quality Assurance, CSS, Systems Analysis, Database Design, Business Intelligence, Agile Methodologies, Management, Consulting
Education
Boston University 1978 — 1983
BA, English Literature
high school 1973 — 1977
general
Endeavour Investment Partners, LLC January 2013 - Present
Eastern Bank 2007 - 2011
Fidelity Investments 2000 - 2007
Fidelity Investments Portfolio Advisory Services 1998 - 2000
Fidelity Investments National Financial 1996 - 1998
John Hancock Funds 1995 - 1996
Colonial Funds 1990 - 1992
Skills
Financial Planning, Customer Service, Product Development, New Business Development, Strategic Financial..., Asset Allocation, Portfolio Management, Customer Relations, Asset Management, Fixed Income, Financial Services, Finance, Investments, Securities, Retirement, Mutual Funds, Competitive Analysis, Equities, Strategy, CRM, Investment Management, Wealth Management
Education
Boston University 2009 — 2010
Certificate in Financial Planning
Eastern Kentucky University 1983 — 1987
BBA, Finance
FanDuel July 2013 - Present
SNAP Interactive, Inc. May 2012 - July 2013
IntercontinentalExchange December 2007 - May 2012
Fidelity Investments July 2006 - November 2007
Putnam Investments August 2005 - August 2006
Skills
Analytics, Agile Methodologies, Start-ups, Product Management, SQL, Competitive Analysis, Facebook, Statistical Modeling, Microsoft Excel, Product Marketing, Data Mining, Data Analysis, Quantitative Models, Derivatives, Quantitative Analytics, Scrum, Strategic Communications, Revenue Analysis, Mobile Devices, Facebook Marketing, Financial Modeling, Market Data, Game Theory, Statistics, Analysis, Online Advertising, Management, Databases, Economics, SAS, Econometrics, Revenue, Usability Testing, A/B testing, Mobile Payments, Communication Strategy, Excel, Web Analytics, Monetization, Mobile Applications, Business Development, E-commerce, CRM
Education
Boston University 2001 — 2005
B.A., Cum Laude, Economics
Fidelity Investments Relationship ManagerFidelity Investments2007 - Present
Education
Boston University 1977 — 1981
BSBA, Finance & MIS
EMC November 2014 - Present
Fidelity Investments March 2012 - November 2014
Fidelity Investments November 2007 - May 2012
Skills
Finance, Financial Modeling, Project Management, Financial Analysis, Microsoft Excel, Analysis, Business Analysis, Data Analysis, Leadership, Process Improvement
Education
Boston University 2003 — 2007
BAS, Business Finance & Marketing
Boston University - School of Management 2003 — 2007
BS, Finance, General
Fidelity Investments January 2014 - Present
Fidelity Investments October 2012 - January 2014
Fidelity Investments June 2009 - October 2012
Fidelity Investments June 2008 - June 2009
Fidelity Investments August 2004 - June 2008
Fidelity Investments September 2003 - August 2004
Cisco December 1997 - September 2001
Cabletron Systems November 1993 - December 1997
Lockheed Sanders Inc May 1985 - November 1993
Skills
Project Management, Requirements Analysis, Integration, Change Management, Sales, Social Networking, Testing, Customer Service, Leadership, Team Leadership, Budgets, Microsoft Excel, Team Building, Quality Assurance, Analysis, Coaching, Business Process..., Management, Training, Process Improvement, Vendor Management, Business Analysis, Databases
Education
Boston University 1985 — 1990
Masters of Science Degree, Computer Science
Keene State College 1982 — 1985
Bachelor of Science Degree, Computer Mathematics
Keene State College 1982 — 1985
Bachelor of Science Degree, Business Management
Parexel International September 2008 - Present
PAREXEL 2008 - Present
Dartmouth College April 2005 - April 2008
Fidelity Investments April 2004 - July 2004
Corning Incorporated March 2001 - January 2004
Polaroid June 1999 - January 2001
PeopleSoft May 1998 - May 1999
Cordis, a Johnson & Johnsons Company June 1984 - January 1998
Skills
SDLC, Software Documentation, Integration, Cross-functional Team..., Databases
Education
Boston University 1974 — 1977
Computer Science
Oracle Corporation August 2011 - Present
Capgemini Consulting November 2009 - July 2011
Rutgers University March 2009 - September 2009
Fidelity Investments February 2002 - December 2008
Rapidigm September 1997 - February 2002
Skills
Oracle E-Business Suite, Oracle Applications, PL/SQL, SDLC, Oracle, Requirements Analysis, SOA, Oracle HR, Data Warehousing, SQL, Software Project..., Agile Methodologies, Enterprise Architecture, Requirements Gathering, XML Publisher, Business Analysis, Business Intelligence, Systems Analysis, Informatica, Oracle SOA Suite, Quality Center, ETL, Data Modeling, Weblogic, Solution Architecture, OBIEE, Unix, Business Requirements, Oracle Reports, Data Migration, Unix Shell Scripting
Education
Boston University 2004 — 2006
Master, Computer Science
TIAA-CREF July 2011 - Present
Fidelity Investments February 2007 - July 2011
Bank Rhode Island February 2005 - February 2007
Fleet Bank October 1991 - March 2001
Skills
Financial Analysis, Investments, Management, Asset Allocation, Series 7, Strategic Planning, Financial Modeling, Due Diligence, Retirement, Investment Advisory, Strategy, Leadership, Financial Services, 401k, Retirement Planning, Change Management, Series 63, Wealth Management, Business Analysis, Vendor Management, Business Development, Process Improvement, Mutual Funds, Public Speaking
Education
Boston University 1977 — 1981
BSBA, Finance & MIS
Sanofi April 2012 - Present
LabCorp December 2010 - September 2011
Genzyme Genetics 2007 - December 2010
Genzyme 2001 - 2007
ZEFER 1999 - 2001
The Forum Corporation March 1998 - September 1999
Fidelity Investments August 1996 - March 1998
Kali Ma Associates 1990 - 1996
Dun & Bradstreet Software 1983 - 1990
Cape Cod Sea Camps 1970 - 1975
Skills
Organizational..., Change Management, Leadership Development, Training Delivery, Training, Talent Management, Performance Management, Coaching, Strategy, Process Improvement, Team Building, Employee Relations, Executive Coaching, Employee Training, Cross-functional Team..., Organizational..., Succession Planning, Business Process..., Biotechnology, Workshop Facilitation, Continuous Improvement, Staff Development, Business Strategy, Team Leadership, Public Speaking, Vendor Management, Program Management, Workforce Planning, Management, Mentoring, Problem Solving, Customer Service, Supervisory Skills, Management Consulting, Recruiting, Strategic Planning, Talent Development, Animal Welfare
Education
Lesley University
M.S., Applied Management
Boston University
B.S., Occupational Therapy
Humane Society University
Graduate Certificate, Animal Studies
Fidelity Investments June 2009 - Present
Fidelity Investments May 2005 - June 2009
Fidelity Investments July 1999 - May 2005
Fidelity Investments June 1994 - July 1999
The New England September 1985 - July 1994
New England Financial 1984 - 1994
Skills
Business Analysis, SDLC, Project Management, Waterfall, Organizational..., Financial Services, Workshop Facilitation, Change Management, VSAM, TSO, CICS, Leadership Development, Agile & Waterfall..., Management, Visio, Requirements Analysis, User Acceptance Testing, Testing, PMO, PMP, Quality Center
Education
Boston University 2004 — 2004
PMP, Project Management
Simmons College - Simmons School of Management 1997 — 2000
MBA, Organizational Behavoir
Simmons College
Bachelor of Arts (BA), Communications
Epicor Software Corp March 2012 - Present
Irvine Company July 2007 - March 2012
WebVisible July 2006 - July 2007
Fidelity Investments June 2001 - July 2006
MFS Investment Management May 1998 - June 2001
John Hancock Mutual Life Company May 1997 - May 1998
Skills
.NET, C#, ASP.NET, T-SQL, JavaScript, VBScript, Visual Basic, Crystal Reports, SSIS, SSRS, SQL Server, Microsoft SQL Server, WCF Services, Web Services, SOAP, XML, SDLC
Education
Boston University 1999 — 2000
Web Application Development Certificate, Computer Science
Clark University, Computer Career Institute 1996 — 1997
Computer, Client/Server Technology
Bentley College 1993 — 1997
Certificate of Accountancy, Accounting
University of Alberta 1982 — 1986
B.S, Psychology
Raytheon Integrated Defense Systems October 2012 - Present
T-Systems Enterprise Services for Philips February 2010 - October 2012
Harvard Vanguard Medical Associates June 2009 - October 2009
Fidelity Investments August 2000 - February 2009
Skills
Active Directory, VMware, DNS, Windows Server 2003, IIS, ITIL, TCP/IP, Windows, Computer Hardware, Operating Systems, Windows Server 2008, Windows Server, Disaster Recovery, Data Center, Servers, Virtualization, VMware ESX, IT Management, Network Administration, DHCP, System Deployment, Citrix, Hardware, System Administration, Microsoft Exchange
Education
Boston University 1998 — 1999
Certification, Microsoft Windows NT 4.0 MCSE Certification track
Fidelity Investments Lead Mac ArtistFidelity Communications + Advertising2007 - Present
Education
Boston University 1978 — 1981
BFA, Graphic Design
Ingersoll Rand October 2009 - 2011
Fidelity Investments January 2001 - July 2009
diebold 1998 - 2001
diebold 1998 - 2001
Skills
Operations Management, Technical Support
Education
Boston University
B.S, Urban Affiars
Fidelity Investments August 2015 - Present
Fidelity Investments April 2014 - August 2015
Fidelity Investments March 2013 - April 2014
Fidelity Investments March 2012 - March 2013
Fidelity Investments June 2011 - February 2012
The Richards Group February 2010 - January 2011
United States Marine Corps March 2002 - March 2006
Skills
Marketing Strategy, Strategic Planning, Marketing, Advertising, Account Management, Market Research, Microsoft Excel, Customer Service, Financial Advisory, Sales, Leadership, Finance, Organizational..., Team Building, Investments, Management, Team Leadership, Series 63, Series 7, Strategy, Equities, Roth IRA, Investment Advisory, FINRA, Investment Strategies, Call Centers, IRAs, Financial Services, Mutual Funds, Sales Process, Asset Allocation, Retirement Planning, Retirement, Investment Management, Investment Advisory..., Strategic Leadership, Strategic Thinking, 401k Rollovers, Financial Markets, Emerging Markets, Registered Investment..., Human Resources
Education
Boston University 2012 — 2015
Master's degree, Banking and Financial Services Management
Texas Christian University 2007 — 2009
B.S., Strategic Communication
Fidelity Investments February 2004 - Present
Computer Sciences Corporation April 1997 - August 2007
Katherine Gibbs 1996 - 1997
Boston University 1990 - 1996
Boston University 1987 - 1989
Education
Boston University 1993 — 1995
MBA
Wheaton College (MA) 1978 — 1982
BA, Psychology
Fidelity Investments May 1996 - Present
Skills
Strategic Financial..., Financial Modeling, Project Management, Finance, Financial Analysis, Financial Services, Investments
Education
D'Amore-McKim School of Business at Northeastern University 1990 — 1991
MBA
Boston University
BA
John Hancock Financial Network September 2002 - Present
Fidelity Investments January 2000 - August 2002
Skills
Certified Financial..., CLU, CLTC, Due Diligence, Series 7, Series 63, Series 24, Estate Planning, Relationship Management, Business Development, Sales, Business Strategy, Process Improvement, Life Insurance, Long-term Care, Disability Insurance, Mutual Funds, Variable Annuities, Fixed Annuities, 529 Plans, Series 65, Investment Advisory, Insurance
Education
Boston University
B.A., Economics
U.S. Department of State March 2001 - Present
John Hancock Life Insurance Company (U.S.A.) April 1998 - December 2000
Fidelity Investments June 1994 - April 1998
Skills
Foreign Languages, Political Affairs, Diplomacy, Foreign Policy, International Relations, Politics, International..., Intercultural..., Foreign Affairs, Public Policy, Policy Analysis, Human Rights, NGOs, Political Science, Economic Development, Strategic Planning, Program Management, Government, Nonprofits
Education
MIT Sloan School of Management 1993 — 1995
SM, Management
Boston University 1979 — 1983
BS, Engineering
Charles Schwab August 2014 - Present
Fidelity Investments March 2013 - August 2014
Apple Retail July 2011 - February 2013
Pathfinder International October 2010 - December 2010
FilmColony April 2009 - June 2010
Endgame Entertainment August 2009 - January 2010
Skills
Microsoft Office, Troubleshooting, Mobile Devices, Mac
Education
Boston University 2004 — 2008
B.S, Film and Television; Liberal Arts; American Cultural History
Organic Investment SAC October 2009 - Present
Moors & Cabot June 2009 - February 2012
merrill lynch May 2002 - June 2009
Fidelity Investments April 1993 - December 2001
Century Bank February 1991 - April 1993
Bear Stearns November 1989 - February 1991
Merrill Lynch October 1983 - November 1989
Skills
Insurance, Equities, Investments, Investment Advisory, Finance, Wealth Management, Mutual Funds, Asset Allocation, Asset Management, Series 7, Retirement, Portfolio Management, Retirement Planning, Trading
Education
Boston University 1973 — 1977
Bachelor's Degree, Business Administration and Management, General
Fidelity Investments June 2015 - Present
Fidelity Investments July 2013 - Present
Investment Company Institute May 2011 - July 2013
U.S. Senate January 2009 - May 2011
Skills
Strategic Communications, Editing, Policy Analysis, Public Policy, Politics, International Relations, Government, Legislative Research, Leadership
Education
Boston University 2004 — 2008
Bachelor of Arts (B.A.), Philosophy and English
Synchrony Capital, LLC July 2012 - Present
Fidelity Investments January 2006 - July 2009
State Street Bank January 2005 - January 2006
Skills
Value Investing, Fundamental Analysis, Equity Valuation, Financial Risk, Risk Management, Equities, Asset Management, Investments, Valuation, Financial Modeling, Emerging Markets
Education
Boston University 2009 — 2011
Economics and Mathematical Finance
Suffolk University 2003 — 2007
B.S., Political Theory
Mercer (US) Inc. August 2006 - Present
Putnam Investments April 2004 - August 2006
Columbia Managememnt, Inc. March 2003 - April 2004
Fidelity Investments 1986 - 2001
Skills
FINRA S6, 7, 9, 10, 24,...
Education
Boston University 1974 — 1976
BS, Corp. Communications
Pine Manor College 1972 — 1974
AA, Liberal Arts
Self Employed 2009 - Present
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1999
Fidelity Investments 1996 - 1997
Fidelity Investments 1991 - 1996
Fidelity Investments 1990 - 1991
Fidelity Investments 1989 - 1990
Skills
Project Management, Event Planning, Event Management, Project Planning, Sales Management, Management, Team Leadership, Marketing Strategy, Coaching, New Business Development, Retail, Call Center..., Strategic Planning, Employee Development, Process Improvement
Education
Boston University
ClearPlan June 2014 - Present
Texterity, Inc. November 2011 - June 2014
Eagle Investment Systems April 2006 - November 2011
The Next Round October 2005 - March 2006
Fidelity Investments March 2004 - September 2005
Fidelity Investments March 2002 - March 2004
Thomson Financial June 1998 - December 2001
Putnam Investments June 1997 - June 1998
Putnam Investments October 1996 - May 1997
Skills
Enterprise Software, Cloud Computing
Education
Boston University 1999 — 2001
Master of Business Administration (M.B.A.)
Northeastern University 1996 — 1998
Graduate Certificate, Information Resources Management
University of Massachusetts Boston 1988 — 1992
Bachelor's Degree, Management (Accounting Concentration)
Fidelity Investments February 2012 - Present
Target December 2010 - February 2012
Education
Boston University
Master's Degree, Banking and Financial Services Management
Ameriprise Financial Services, Inc. September 2013 - Present
Manulife Asset Management April 2012 - September 2013
Numeric Investors November 2009 - April 2012
Fidelity Investments October 2008 - February 2009
Fidelity Investments September 2006 - June 2008
May Labs June 2005 - September 2006
Spiral Manufacturing Co. February 2005 - June 2005
Wisconsin News Lab August 2002 - December 2004
Goodrich Pharmacy January 1997 - August 2000
Skills
Risk Management, Portfolio Management, Fixed Income, Accounting, Fund Accounting, Data Analysis, Financial Modeling, Valuation, Investment Management, Corporate Actions, Business Analysis, Microsoft Excel, SAS, Funding, SQL, Microsoft Office, Analysis
Education
Boston University 2011 — 2012
Master of Science (MS), Investment Management
University of Wisconsin-Madison 2000 — 2004
Bachelor of Arts (BA), Geographic Information Science and Cartography
Anoka High School 1996 — 2000
Fidelity Investments January 2001 - Present
Education
Boston University 1996 — 2000
BNY Mellon October 2007 - December 2013
Commonwealth of Massachusetts - Department of Industrial Accidents January 2007 - May 2007
State Street Bank July 2005 - August 2006
Fidelity Investments February 2001 - September 2004
Skills
Trust Accounting, Fund Accounting, Fund Administration, Pension Funds, Microsoft Excel, Economics, Outlook, Account Reconciliation, Mutual Funds
Education
Boston University 1996 — 2000
Bachelor of Arts (B.A.), Economics, minor in Business Administration