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
Employee
Years
Job
Industry
Chris Kluesener Chris Kluesener's Fidelity Investments Experience May 2013 - December 2013
Job Consultant at Deloitte
Industry Management Consulting
Experience
Fidelity Investments May 2013 - December 2013
Universal McCann January 2012 - June 2012
Green Homes Program June 2009 - December 2011
Thrust December 2003 - November 2009
Education
Boston University Questrom School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of North Carolina at Wilmington 2005 — 2009
Bachelor's Degree
Fidelity Investments May 2013 - December 2013
Universal McCann January 2012 - June 2012
Green Homes Program June 2009 - December 2011
Thrust December 2003 - November 2009
Education
Boston University Questrom School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of North Carolina at Wilmington 2005 — 2009
Bachelor's Degree
Tom Norton, CFP® Tom Norton, CFP®'s Fidelity Investments Experience September 2014 - Present
Job National Planning Consultant, Planning & Guidance Desk at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments March 2010 - September 2014
Fidelity Investments September 2006 - March 2010
Fidelity Investments September 2005 - August 2006
Fidelity Investments July 2004 - August 2005
Fidelity Investments March 2002 - June 2004
Fidelity Investments August 2000 - February 2002
Fidelity Investments February 1999 - July 2000
Fidelity Investments February 1998 - January 1999
Skills
Certified Financial..., Series 7, Series 63, Series 9 & Series 10, Series 66, MA individual Insurance..., Financial Services, Investments, Fixed Income, Project Management, Management, Fixed Annuities, Variable Annuities, Retirement Planning, Retirement Savings, Strategic Financial..., Mutual Funds, 401k, Uniform Combined State..., Retirement, Securities, Series 6, Equities, Estate Planning, Finance
Education
Boston University
Master of Science (MS), Administrative Studies w Financial Economics concentration
University of Southern Maine - School of Business
Bachelor of Science (BS), Business Administration and Management, General
Merrimack College
Certificate in Financial Planning
Fidelity Investments September 2014 - Present
Fidelity Investments March 2010 - September 2014
Fidelity Investments September 2006 - March 2010
Fidelity Investments September 2005 - August 2006
Fidelity Investments July 2004 - August 2005
Fidelity Investments March 2002 - June 2004
Fidelity Investments August 2000 - February 2002
Fidelity Investments February 1999 - July 2000
Fidelity Investments February 1998 - January 1999
Skills
Certified Financial..., Series 7, Series 63, Series 9 & Series 10, Series 66, MA individual Insurance..., Financial Services, Investments, Fixed Income, Project Management, Management, Fixed Annuities, Variable Annuities, Retirement Planning, Retirement Savings, Strategic Financial..., Mutual Funds, 401k, Uniform Combined State..., Retirement, Securities, Series 6, Equities, Estate Planning, Finance
Education
Boston University
Master of Science (MS), Administrative Studies w Financial Economics concentration
University of Southern Maine - School of Business
Bachelor of Science (BS), Business Administration and Management, General
Merrimack College
Certificate in Financial Planning
Brian Lannigan Brian Lannigan's Fidelity Investments Experience January 1989 - January 1990
Job Financial Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2008 - Present
Citizens Investment ServicesCitizens Investment Services October 2004 - May 2008
Merrill Lynch March 2003 - October 2004
Fleet Investment Services November 1993 - March 2003
Scudder January 1991 - January 1993
Fidelity Investments January 1989 - January 1990
Skills
Series 7, Mutual Funds, Investments, Wealth Management, Retirement Planning, Finance, Financial Advisory, Fixed Income, Insurance, Financial Planning, Asset Management, Portfolio Management, Risk Management, Asset Allocation
Education
Framingham State College 1985 — 1989
Bachelors of Arts, Geography; Urban and regional planning
Boston University - Metropolitan College
Center for Professional Education, Financial Planning Program
Merrill Lynch May 2008 - Present
Citizens Investment ServicesCitizens Investment Services October 2004 - May 2008
Merrill Lynch March 2003 - October 2004
Fleet Investment Services November 1993 - March 2003
Scudder January 1991 - January 1993
Fidelity Investments January 1989 - January 1990
Skills
Series 7, Mutual Funds, Investments, Wealth Management, Retirement Planning, Finance, Financial Advisory, Fixed Income, Insurance, Financial Planning, Asset Management, Portfolio Management, Risk Management, Asset Allocation
Education
Framingham State College 1985 — 1989
Bachelors of Arts, Geography; Urban and regional planning
Boston University - Metropolitan College
Center for Professional Education, Financial Planning Program
Theresa Graziosi's Fidelity Investments Experience May 1991 - July 2003
Job V.P. Strategic Portfolio Management at State Street
Industry Financial Services
Experience
State Street July 2006 - Present
State Streeet August 2004 - Present
State Street August 2004 - July 2006
EwingCole July 2003 - July 2004
Fidelity Investments May 1991 - July 2003
Skills
Project Management, Vendor Management, Business Continuity, Program Management, Risk Management, Process Improvement, SDLC, IT Strategy, Business Analysis, Project Portfolio..., PMO, Financial Services, PMP, Cross-functional Team..., Product Management, Governance, Financial Risk, ITIL, Telecommunications, Access, Strategy, Portfolio Management, Competitive Analysis, Integration, Analysis, Financial Modeling, Outsourcing, Leadership, Security, Change Management, Project Planning, Management, Visio, Requirements Analysis, IT Management, Business Process..., Resource Management, Business Strategy, Budgets, Business Process, Forecasting, Disaster Recovery, Business Intelligence, Requirements Gathering
Education
Lesley University 1994 — 1996
MS, Managemement
Boston University 1999 — 1999
Certificate, Project Management
Lesley University 1992 — 1994
BS, Management
State Street July 2006 - Present
State Streeet August 2004 - Present
State Street August 2004 - July 2006
EwingCole July 2003 - July 2004
Fidelity Investments May 1991 - July 2003
Skills
Project Management, Vendor Management, Business Continuity, Program Management, Risk Management, Process Improvement, SDLC, IT Strategy, Business Analysis, Project Portfolio..., PMO, Financial Services, PMP, Cross-functional Team..., Product Management, Governance, Financial Risk, ITIL, Telecommunications, Access, Strategy, Portfolio Management, Competitive Analysis, Integration, Analysis, Financial Modeling, Outsourcing, Leadership, Security, Change Management, Project Planning, Management, Visio, Requirements Analysis, IT Management, Business Process..., Resource Management, Business Strategy, Budgets, Business Process, Forecasting, Disaster Recovery, Business Intelligence, Requirements Gathering
Education
Lesley University 1994 — 1996
MS, Managemement
Boston University 1999 — 1999
Certificate, Project Management
Lesley University 1992 — 1994
BS, Management
Tanya Mathis Tanya Mathis's Fidelity Investments Experience June 2014 - Present
Job
Industry Marketing and Advertising
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments April 1996 - June 2014
Arnold Worldwide March 1995 - April 1996
Mullen Advertising September 1993 - March 1995
Young & Rubicam December 1991 - August 1993
Lintas : NY September 1991 - December 1991
Skills
Photography, Art, Creative Direction, Leadership, Creative Strategy, Web Design, Brochures, Direct Mail, Art Direction, Brand Development, Integrated Marketing, Adobe Creative Suite, Concept Development, Social Media Marketing, Interactive Advertising, Advertising
Education
Boston University 1998 — 2001
Masters, Arts Administration
University of Michigan 1986 — 1991
BFA, Graphic Design
Ridgefield High School 1982 — 1986
Fidelity Investments June 2014 - Present
Fidelity Investments April 1996 - June 2014
Arnold Worldwide March 1995 - April 1996
Mullen Advertising September 1993 - March 1995
Young & Rubicam December 1991 - August 1993
Lintas : NY September 1991 - December 1991
Skills
Photography, Art, Creative Direction, Leadership, Creative Strategy, Web Design, Brochures, Direct Mail, Art Direction, Brand Development, Integrated Marketing, Adobe Creative Suite, Concept Development, Social Media Marketing, Interactive Advertising, Advertising
Education
Boston University 1998 — 2001
Masters, Arts Administration
University of Michigan 1986 — 1991
BFA, Graphic Design
Ridgefield High School 1982 — 1986
Adam Liebenthal's Fidelity Investments Experience September 2009 - April 2011
Job Hedge Fund Operations | MBA Candidate | Masters in Investment Management
Industry Financial Services
Experience
Acadian Asset Management July 2015 - Present
JPMorgan Chase April 2013 - July 2015
Fidelity Capital Markets April 2011 - April 2013
Fidelity Investments September 2009 - April 2011
Barclays Wealth June 2008 - August 2008
Skills
Prime Brokerage, Capital Markets, Hedge Funds, Investment Management, Series 7, Series 63, Equities, Trading, Settlement, Customer Service, Bloomberg, Capital IQ, Factset, Mutual Funds, Financial Services
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Dual Concentration in Entrepreneurship, Operations & Technology Management
Boston University Graduate School of Management 2012 — 2013
MSIM, Master's of Science in Investment Management
Indiana University Bloomington 2005 — 2009
Bachelor of Science, Financial Management
Boston University London Study Abroad 2008 — 2008
Business & Economics
Acadian Asset Management July 2015 - Present
JPMorgan Chase April 2013 - July 2015
Fidelity Capital Markets April 2011 - April 2013
Fidelity Investments September 2009 - April 2011
Barclays Wealth June 2008 - August 2008
Skills
Prime Brokerage, Capital Markets, Hedge Funds, Investment Management, Series 7, Series 63, Equities, Trading, Settlement, Customer Service, Bloomberg, Capital IQ, Factset, Mutual Funds, Financial Services
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Dual Concentration in Entrepreneurship, Operations & Technology Management
Boston University Graduate School of Management 2012 — 2013
MSIM, Master's of Science in Investment Management
Indiana University Bloomington 2005 — 2009
Bachelor of Science, Financial Management
Boston University London Study Abroad 2008 — 2008
Business & Economics
David Chaput's Fidelity Investments Experience July 2011 - April 2012
Job Service Account Manager, Global Corporate Solutions at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ June 2013 - Present
Thomson Reuters March 2012 - Present
Fidelity Investments July 2011 - April 2012
Boston University School of Management September 2007 - April 2011
DiGiorgio Associates Inc. June 2009 - August 2009
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science, Business Administration; Finance; Concentration
Boston University Questrom School of Business 2007 — 2011
BBA, Finance
NASDAQ June 2013 - Present
Thomson Reuters March 2012 - Present
Fidelity Investments July 2011 - April 2012
Boston University School of Management September 2007 - April 2011
DiGiorgio Associates Inc. June 2009 - August 2009
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science, Business Administration; Finance; Concentration
Boston University Questrom School of Business 2007 — 2011
BBA, Finance
Anne-Marie (Gourin) Tattan Anne-Marie (Gourin) Tattan's Fidelity Investments Experience December 2002 - Present
Job Program Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments December 2002 - Present
Accenture January 1998 - September 2002
PricewaterhouseCoopers January 1993 - July 1996
Education
Boston University Questrom School of Business 1996 — 1998
MBA, Management
Fordham University 1989 — 1993
BA, History, Economics
Fidelity Investments December 2002 - Present
Accenture January 1998 - September 2002
PricewaterhouseCoopers January 1993 - July 1996
Education
Boston University Questrom School of Business 1996 — 1998
MBA, Management
Fordham University 1989 — 1993
BA, History, Economics
Guy Staff's Fidelity Investments Experience January 2007 - February 2010
Job Changing Leader Behavior for Better Business Results
Industry Professional Training & Coaching
Experience
Forrester Research July 2010 - Present
Fidelity Investments January 2007 - February 2010
Fidelity Investments June 2001 - December 2006
Fidelity Investments January 1998 - May 2001
Fidelity Investments November 1997 - December 1997
Oak Ridge Institute for Science and Education August 1997 - October 1997
Patagonia March 1995 - September 1996
Patagonia August 1992 - September 1993
Skills
Organizational..., Coaching, Organizational..., Training, Program Management, Leadership, Team Building, Strategy, Performance Management, Change Management, E-Learning, Talent Management, Management Development, Management, Consulting, 360 Feedback, Employee Training, Interviews, MBTI, Instructional Design, Personal Development, Human Resources, Organizational Design, Curriculum Design, Workforce Planning, Succession Planning, Executive Coaching, Career Development, Culture Change, Management Consulting, Workshop Facilitation, Training Delivery, Personnel Management, Human Resource..., Employee Engagement, Executive Development, Onboarding, Performance Improvement
Education
Boston University Questrom School of Business 1981 — 1985
BS, Marketing, Business Administration
Forrester Research July 2010 - Present
Fidelity Investments January 2007 - February 2010
Fidelity Investments June 2001 - December 2006
Fidelity Investments January 1998 - May 2001
Fidelity Investments November 1997 - December 1997
Oak Ridge Institute for Science and Education August 1997 - October 1997
Patagonia March 1995 - September 1996
Patagonia August 1992 - September 1993
Skills
Organizational..., Coaching, Organizational..., Training, Program Management, Leadership, Team Building, Strategy, Performance Management, Change Management, E-Learning, Talent Management, Management Development, Management, Consulting, 360 Feedback, Employee Training, Interviews, MBTI, Instructional Design, Personal Development, Human Resources, Organizational Design, Curriculum Design, Workforce Planning, Succession Planning, Executive Coaching, Career Development, Culture Change, Management Consulting, Workshop Facilitation, Training Delivery, Personnel Management, Human Resource..., Employee Engagement, Executive Development, Onboarding, Performance Improvement
Education
Boston University Questrom School of Business 1981 — 1985
BS, Marketing, Business Administration
Cissy Hu's Fidelity Investments Experience June 2013 - December 2013
Job Business Associate at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2014 - Present
Fidelity Investments June 2013 - December 2013
Bain Capital September 2012 - May 2013
John Hancock July 2012 - August 2012
Massachusetts State House June 2012 - August 2012
Boston University Political Science Department September 2011 - May 2012
YMCA Camp Discovery June 2011 - August 2011
Education
Boston University - School of Management 2010 — 2014
BSBA, Finance, Business Law; Minor in Political Science
Wellington Management July 2014 - Present
Fidelity Investments June 2013 - December 2013
Bain Capital September 2012 - May 2013
John Hancock July 2012 - August 2012
Massachusetts State House June 2012 - August 2012
Boston University Political Science Department September 2011 - May 2012
YMCA Camp Discovery June 2011 - August 2011
Education
Boston University - School of Management 2010 — 2014
BSBA, Finance, Business Law; Minor in Political Science
Alan Plantamura, MBA, PMP's Fidelity Investments Experience July 1994 - August 2013
Job Portfolio Delivery Manager at CVS Health
Industry Retail
Experience
CVS Health June 2015 - Present
CVS Health November 2013 - May 2015
Fidelity Investments July 1994 - August 2013
John Hancock Financial Services 1985 - 1994
Skills
Project Management, SDLC, Leadership, Process Improvement, Software Project..., Requirements Analysis, Business Process, Strategic Planning, Relationship Management, Team Building, Agile Methodologies, IT Strategy, Quality Assurance, Workforce Planning, Change Management, PMP, PMO, Strategy, Management, Agile Project Management, Business Process..., Business Strategy, Start-ups, Software Development, Enterprise Software, Resource Management, Systems Analysis, IT Solutions, Financial Services, Facilities Management, Business Development, Business Analysis, Risk Management, Negotiation, Requirements Gathering, Vendor Management, Project Portfolio..., Data Warehousing, Health Care Systems, Outsourcing
Education
Boston University Graduate School of Management
Master of Business Administration (M.B.A.), Concentration in Health Care Administration
Boston University School of Management
BSBA, Concentration in MIS and Finance
CVS Health June 2015 - Present
CVS Health November 2013 - May 2015
Fidelity Investments July 1994 - August 2013
John Hancock Financial Services 1985 - 1994
Skills
Project Management, SDLC, Leadership, Process Improvement, Software Project..., Requirements Analysis, Business Process, Strategic Planning, Relationship Management, Team Building, Agile Methodologies, IT Strategy, Quality Assurance, Workforce Planning, Change Management, PMP, PMO, Strategy, Management, Agile Project Management, Business Process..., Business Strategy, Start-ups, Software Development, Enterprise Software, Resource Management, Systems Analysis, IT Solutions, Financial Services, Facilities Management, Business Development, Business Analysis, Risk Management, Negotiation, Requirements Gathering, Vendor Management, Project Portfolio..., Data Warehousing, Health Care Systems, Outsourcing
Education
Boston University Graduate School of Management
Master of Business Administration (M.B.A.), Concentration in Health Care Administration
Boston University School of Management
BSBA, Concentration in MIS and Finance
Susan Rawnsley Susan Rawnsley's Fidelity Investments Experience 2006 - December 2011
Job Contract Negotiator at SkillSoft
Industry Financial Services
Experience
SkillSoft January 2012 - Present
Fidelity Investments 2006 - December 2011
Fidelity Investments 2004 - 2006
Fidelity Investments 2001 - 2004
Fidelity Investments 1999 - 2001
Bombardier Transportation 1990 - 1999
Skills
Contract Management, RFP, Procurement, Vendor Relations, Customer Service, Strategic Sourcing, Vendor, Documentation, Pricing, Negotiation, Contract Negotiation, Vendor Management, Purchasing, Customer Relations, Cross-functional Team..., Compliance, Supply Management, Management, Project Management, Process Improvement, Analysis, Sourcing, Leadership, Access, CRM, Account Management, Software Documentation, Proposal Writing, Strategic Planning, Risk Management, Outsourcing, Budgets, Business Process..., Team Building, Change Management, Salesforce.com, Mergers & Acquisitions, Strategy, Team Leadership, Business Analysis, Operations Management, Business Development
Education
Boston University
Seminar, Improving Negotiation Skills
Essentials of Purchasing (Northeastern University)Improving Negotiation Skills (Boston University)
Contract Writing
Northeastern University
Seminar, Essentials of Purchasing
Northeastern University
Seminar, Contract Writing
Northeastern University
Seminar, Legal Aspects of Purchasing
SkillSoft January 2012 - Present
Fidelity Investments 2006 - December 2011
Fidelity Investments 2004 - 2006
Fidelity Investments 2001 - 2004
Fidelity Investments 1999 - 2001
Bombardier Transportation 1990 - 1999
Skills
Contract Management, RFP, Procurement, Vendor Relations, Customer Service, Strategic Sourcing, Vendor, Documentation, Pricing, Negotiation, Contract Negotiation, Vendor Management, Purchasing, Customer Relations, Cross-functional Team..., Compliance, Supply Management, Management, Project Management, Process Improvement, Analysis, Sourcing, Leadership, Access, CRM, Account Management, Software Documentation, Proposal Writing, Strategic Planning, Risk Management, Outsourcing, Budgets, Business Process..., Team Building, Change Management, Salesforce.com, Mergers & Acquisitions, Strategy, Team Leadership, Business Analysis, Operations Management, Business Development
Education
Boston University
Seminar, Improving Negotiation Skills
Essentials of Purchasing (Northeastern University)Improving Negotiation Skills (Boston University)
Contract Writing
Northeastern University
Seminar, Essentials of Purchasing
Northeastern University
Seminar, Contract Writing
Northeastern University
Seminar, Legal Aspects of Purchasing
Vandana Sharma Kelly's Fidelity Investments Experience September 2012 - Present
Job Director at Fidelity Investments
Industry Online Media
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments February 2012 - Present
Quantia Communications April 2008 - January 2012
Fidelity Investments January 2007 - April 2008
TechTarget.com September 2003 - December 2006
CNET Networks Inc. 1997 - 2003
AT&T New Media Services September 1995 - December 1996
Skills
Online content..., Process development and..., Staff training and..., Marketing..., Client relationships..., Social media marketing..., Complex..., Editing, Production, Web Content, Content Management, Editorial, Content Strategy, Online Publishing, Social Networking, Social Media, Digital Media, Blogging, Content Development, Copy Editing, Copywriting, Digital Marketing, Email Marketing, Feature Articles, Interviews, Management, Marketing, Marketing Communications, Newsletters, Proofreading, Publications, Publishing, Social Media Marketing, Start-ups, Strategy, Web Content Management, WordPress, Writing
Education
Harvard Extension School
Business Management & Administration
Boston University
BS, Journalism
Fidelity Investments September 2012 - Present
Fidelity Investments February 2012 - Present
Quantia Communications April 2008 - January 2012
Fidelity Investments January 2007 - April 2008
TechTarget.com September 2003 - December 2006
CNET Networks Inc. 1997 - 2003
AT&T New Media Services September 1995 - December 1996
Skills
Online content..., Process development and..., Staff training and..., Marketing..., Client relationships..., Social media marketing..., Complex..., Editing, Production, Web Content, Content Management, Editorial, Content Strategy, Online Publishing, Social Networking, Social Media, Digital Media, Blogging, Content Development, Copy Editing, Copywriting, Digital Marketing, Email Marketing, Feature Articles, Interviews, Management, Marketing, Marketing Communications, Newsletters, Proofreading, Publications, Publishing, Social Media Marketing, Start-ups, Strategy, Web Content Management, WordPress, Writing
Education
Harvard Extension School
Business Management & Administration
Boston University
BS, Journalism
Carl Shippee Carl Shippee's Fidelity Investments Experience January 2011 - August 2013
Job Platform Architect at TIAACREF
Industry Financial Services
Experience
Fidelity Investments January 2011 - August 2013
Fidelity Investments March 2007 - December 2010
Fidelity Investments April 2004 - December 2007
Fidelity Investments June 2001 - 2004
Fidelity Investments January 1994 - June 2001
Digital Equipment Corporation September 1988 - December 1993
Digital Equipment Corporation October 1982 - August 1988
Education
Boston University Graduate School of Management
MBA
Georgia Institute of Technology
BEE
Fidelity Investments January 2011 - August 2013
Fidelity Investments March 2007 - December 2010
Fidelity Investments April 2004 - December 2007
Fidelity Investments June 2001 - 2004
Fidelity Investments January 1994 - June 2001
Digital Equipment Corporation September 1988 - December 1993
Digital Equipment Corporation October 1982 - August 1988
Education
Boston University Graduate School of Management
MBA
Georgia Institute of Technology
BEE
Steve Houde Steve Houde's Fidelity Investments Experience April 1992 - August 1996
Job CEO and Founder at VDR Consulting, LLC
Industry Information Technology and Services
Experience
UBS August 2012 - Present
VDR Consulting, LLC February 2012 - Present
Deutsche Bank November 2011 - August 2012
Deutsche Bank January 2010 - November 2011
Deutsche Bank September 2007 - January 2010
Deutsche Asset Management February 2002 - September 2007
Scudder Investments October 1999 - February 2002
Mariner Health Care 1997 - 1999
Fidelity Investments April 1992 - August 1996
NYNEX 1985 - 1992
Skills
Database Administration, Service Management, Service Operations, ITIL, Process Improvement, Governance, Vendor Management, Program Management, Change Management, IT Strategy, Outsourcing, IT Management, Offshoring, Business Analysis, Operations Management, Risk Management, Incident Management, Leadership, Disaster Recovery, SDLC, IT Service Management, Data Center, Project Portfolio..., Strategy, CRM, Integration, Cross-functional Team..., Security, Enterprise Software, Management, Management Consulting, Team Management, Software Documentation, Software Development, PMO, Enterprise Architecture, Unix, Software Project..., IT Operations, Organizational..., Service Delivery, Project Delivery
Education
Boston University 1992 — 1994
Master of Science, Computer Science
University of Massachusetts at Lowell 1979 — 1983
Bachelor of Science, Math and Computer Science
Oliver Ames High School 1975 — 1979
High School Diploma, College Prep
UBS August 2012 - Present
VDR Consulting, LLC February 2012 - Present
Deutsche Bank November 2011 - August 2012
Deutsche Bank January 2010 - November 2011
Deutsche Bank September 2007 - January 2010
Deutsche Asset Management February 2002 - September 2007
Scudder Investments October 1999 - February 2002
Mariner Health Care 1997 - 1999
Fidelity Investments April 1992 - August 1996
NYNEX 1985 - 1992
Skills
Database Administration, Service Management, Service Operations, ITIL, Process Improvement, Governance, Vendor Management, Program Management, Change Management, IT Strategy, Outsourcing, IT Management, Offshoring, Business Analysis, Operations Management, Risk Management, Incident Management, Leadership, Disaster Recovery, SDLC, IT Service Management, Data Center, Project Portfolio..., Strategy, CRM, Integration, Cross-functional Team..., Security, Enterprise Software, Management, Management Consulting, Team Management, Software Documentation, Software Development, PMO, Enterprise Architecture, Unix, Software Project..., IT Operations, Organizational..., Service Delivery, Project Delivery
Education
Boston University 1992 — 1994
Master of Science, Computer Science
University of Massachusetts at Lowell 1979 — 1983
Bachelor of Science, Math and Computer Science
Oliver Ames High School 1975 — 1979
High School Diploma, College Prep
Taylor Lydon, CFP® Taylor Lydon, CFP®'s Fidelity Investments Experience January 2011 - October 2012
Job Director, Institutional Sales at John Hancock Investments
Industry Investment Management
Experience
John Hancock Investments January 2014 - Present
John Hancock Investments October 2012 - January 2014
Fidelity Investments January 2011 - October 2012
John Hancock Funds, LLC February 2010 - January 2011
John Hancock Funds, LLC July 2007 - February 2010
T. Rowe Price February 2006 - June 2007
Skills
Mutual Funds, Investments, Alternative Investments, Retirement Planning, Asset Management, Strategic Financial..., Investment Strategies, Estate Planning, Fixed Annuities, Separately Managed..., 529 Plans, Equities, Finance, Portfolio Management, Leadership, Fixed Income
Education
University of Tampa - John H. Sykes College of Business 2001 — 2005
BS, Business Management, Business Marketing
Boston University 2011 — 2012
Financial Planning Program, Certificate in Financial Planning
Harvard University, Extension School 2014 — 2016
ALM Candidate, Finance
John Hancock Investments January 2014 - Present
John Hancock Investments October 2012 - January 2014
Fidelity Investments January 2011 - October 2012
John Hancock Funds, LLC February 2010 - January 2011
John Hancock Funds, LLC July 2007 - February 2010
T. Rowe Price February 2006 - June 2007
Skills
Mutual Funds, Investments, Alternative Investments, Retirement Planning, Asset Management, Strategic Financial..., Investment Strategies, Estate Planning, Fixed Annuities, Separately Managed..., 529 Plans, Equities, Finance, Portfolio Management, Leadership, Fixed Income
Education
University of Tampa - John H. Sykes College of Business 2001 — 2005
BS, Business Management, Business Marketing
Boston University 2011 — 2012
Financial Planning Program, Certificate in Financial Planning
Harvard University, Extension School 2014 — 2016
ALM Candidate, Finance
Elizabeth Sudarov's Fidelity Investments Experience June 2007 - June 2008
Job Healthcare IT Junior PM
Industry Hospital & Health Care
Experience
Tufts Health Plan March 2015 - September 2015
Partners HealthCare January 2015 - March 2015
Dell at HPHC July 2013 - February 2014
Commonwealth of Massachusetts December 2012 - June 2013
Blue Cross Blue Shield of Massachusetts June 2012 - November 2012
Life and Specialty Ventures, LLC, Holding Company of Blue Cross Blue Shield November 2011 - June 2012
IRHA, Inc. June 2008 - November 2011
Fidelity Investments June 2007 - June 2008
Brown Brothers Harriman & Co. August 2006 - September 2006
John Hancock May 2005 - May 2006
Skills
Requirements Gathering, User Acceptance Testing, Project Coordination, Visio, Financial Analysis, Bloomberg, Project Management, Microsoft Office, Business Analysis, SDLC, Business Requirements, Process Improvement, Financial Modeling, Risk Management, Vendor Management, Business Process..., Analysis, Portfolio Management, SharePoint, Business Process, Software Documentation, Requirements Analysis, Cross-functional Team...
Education
Boston University Questrom School of Business 1992 — 1996
BSBA/BA in IR, Finance and Intl management, International Relations and Economics
Tufts Health Plan March 2015 - September 2015
Partners HealthCare January 2015 - March 2015
Dell at HPHC July 2013 - February 2014
Commonwealth of Massachusetts December 2012 - June 2013
Blue Cross Blue Shield of Massachusetts June 2012 - November 2012
Life and Specialty Ventures, LLC, Holding Company of Blue Cross Blue Shield November 2011 - June 2012
IRHA, Inc. June 2008 - November 2011
Fidelity Investments June 2007 - June 2008
Brown Brothers Harriman & Co. August 2006 - September 2006
John Hancock May 2005 - May 2006
Skills
Requirements Gathering, User Acceptance Testing, Project Coordination, Visio, Financial Analysis, Bloomberg, Project Management, Microsoft Office, Business Analysis, SDLC, Business Requirements, Process Improvement, Financial Modeling, Risk Management, Vendor Management, Business Process..., Analysis, Portfolio Management, SharePoint, Business Process, Software Documentation, Requirements Analysis, Cross-functional Team...
Education
Boston University Questrom School of Business 1992 — 1996
BSBA/BA in IR, Finance and Intl management, International Relations and Economics
Bill Halligan's Fidelity Investments Experience October 2013 - Present
Job Director, Product Management Stock Plan Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
FirstWorks 2014 - 2015
University of Vermont 2012 - 2015
Fidelity Investments 2007 - October 2013
CRESA Partners / CEI 2003 - 2007
Conde Nast 2000 - 2001
Ski Industry 1998 - 2000
Skills
Financial Analysis, Strategy, Financial Modeling, Strategic Financial..., Analytics, Investments, Finance, Analysis, Portfolio Management, Corporate Finance, Product Management, Leadership, Product Development, Customer Profitability, Capital Budgeting, Employee Stock Options, Stock Option, Working Capital..., Capital Structure, Capital Projects, Change Management, Series 7, Series 63
Education
California State University - San Jose
M.B.A., Finance, Marketing, Strategy
University of Vermont
B.S.
Santa Clara University - Leavey School of Business
Certified Equity Professional Certification - Candidate
Cornell University - Johnson Graduate School of Management 2009 — 2010
Masters Certificate, Financial Management
Boston University Graduate School of Management 2010 — 2011
Fidelity Corporate Education Program
Shaker High School
Fidelity Investments October 2013 - Present
FirstWorks 2014 - 2015
University of Vermont 2012 - 2015
Fidelity Investments 2007 - October 2013
CRESA Partners / CEI 2003 - 2007
Conde Nast 2000 - 2001
Ski Industry 1998 - 2000
Skills
Financial Analysis, Strategy, Financial Modeling, Strategic Financial..., Analytics, Investments, Finance, Analysis, Portfolio Management, Corporate Finance, Product Management, Leadership, Product Development, Customer Profitability, Capital Budgeting, Employee Stock Options, Stock Option, Working Capital..., Capital Structure, Capital Projects, Change Management, Series 7, Series 63
Education
California State University - San Jose
M.B.A., Finance, Marketing, Strategy
University of Vermont
B.S.
Santa Clara University - Leavey School of Business
Certified Equity Professional Certification - Candidate
Cornell University - Johnson Graduate School of Management 2009 — 2010
Masters Certificate, Financial Management
Boston University Graduate School of Management 2010 — 2011
Fidelity Corporate Education Program
Shaker High School
Foris Anctil Foris Anctil's Fidelity Investments Experience 1989 - 1994
Job Salesforce Automation Consultant
Industry Computer Software
Experience
TREC 2007 - Present
NetCracker Technology 2008 - 2008
Avid Technology 2008 - 2008
BigBand Networks 2004 - 2007
Progress Software 2003 - 2004
GENUiTY, Inc. (Formerly GTE Internetworking) 2000 - 2003
EMC Corporation 1998 - 2000
Reebok 1994 - 1998
Fidelity Investments 1989 - 1994
Putnam Investments 1987 - 1989
Skills
Forecasting, Process Improvement, Sales Support, Strategic Planning, Business Process..., Project Portfolio..., Salesforce.com, SaaS, Sales Operations, Integration, Sales Management, Solution Selling, CRM, Product Management, Strategy, Program Management
Education
Berlin High School
Boston University Questrom School of Business
MBA
Saint Michael's College
BA
TREC 2007 - Present
NetCracker Technology 2008 - 2008
Avid Technology 2008 - 2008
BigBand Networks 2004 - 2007
Progress Software 2003 - 2004
GENUiTY, Inc. (Formerly GTE Internetworking) 2000 - 2003
EMC Corporation 1998 - 2000
Reebok 1994 - 1998
Fidelity Investments 1989 - 1994
Putnam Investments 1987 - 1989
Skills
Forecasting, Process Improvement, Sales Support, Strategic Planning, Business Process..., Project Portfolio..., Salesforce.com, SaaS, Sales Operations, Integration, Sales Management, Solution Selling, CRM, Product Management, Strategy, Program Management
Education
Berlin High School
Boston University Questrom School of Business
MBA
Saint Michael's College
BA
Alison Gardner, CAIA's Fidelity Investments Experience February 2001 - August 2003
Job VP, Global Product Research and Competitive Analysis at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors May 2015 - Present
Old Mutual Asset Management May 2010 - April 2015
Pyramis Global Advisors July 2006 - September 2008
Pyramis Global Advisors August 2003 - July 2006
Fidelity Investments February 2001 - August 2003
Russell/Mellon Analytical Services February 1998 - June 2001
Putnam Investments 1988 - 1997
Skills
Alternative Investments, Investments, Product Management, Investment Management, Portfolio Management, Institutional..., Mutual Funds, Hedge Funds
Education
Boston University Questrom School of Business 1996 — 1998
M.B.A., Investments
State Street Global Advisors May 2015 - Present
Old Mutual Asset Management May 2010 - April 2015
Pyramis Global Advisors July 2006 - September 2008
Pyramis Global Advisors August 2003 - July 2006
Fidelity Investments February 2001 - August 2003
Russell/Mellon Analytical Services February 1998 - June 2001
Putnam Investments 1988 - 1997
Skills
Alternative Investments, Investments, Product Management, Investment Management, Portfolio Management, Institutional..., Mutual Funds, Hedge Funds
Education
Boston University Questrom School of Business 1996 — 1998
M.B.A., Investments
Ann Doherty Egan Ann Doherty Egan's Fidelity Investments Experience May 2008 - January 2011
Job
Industry Hospital & Health Care
Experience
Dana-Farber Cancer Institute June 2014 - Present
Brigham and Women's Hospital January 2011 - June 2014
Fidelity Investments May 2008 - January 2011
Fidelity Investments June 2006 - May 2008
Fidelity Investments February 2001 - June 2006
Fidelity Investments January 1996 - February 2001
Fidelity Investments November 1993 - January 1996
Skills
Cross-functional Team..., Analysis, Financial Analysis, Leadership, Financial Modeling, Business Planning, Competitive Intelligence, Performance Benchmarking, Strategy, Process Improvement, Project Management, Healthcare Management
Education
Boston University - School of Management
MBA
College of the Holy Cross
BA
Northeastern University
Nonprofit Management Graduate Certificate
Dana-Farber Cancer Institute June 2014 - Present
Brigham and Women's Hospital January 2011 - June 2014
Fidelity Investments May 2008 - January 2011
Fidelity Investments June 2006 - May 2008
Fidelity Investments February 2001 - June 2006
Fidelity Investments January 1996 - February 2001
Fidelity Investments November 1993 - January 1996
Skills
Cross-functional Team..., Analysis, Financial Analysis, Leadership, Financial Modeling, Business Planning, Competitive Intelligence, Performance Benchmarking, Strategy, Process Improvement, Project Management, Healthcare Management
Education
Boston University - School of Management
MBA
College of the Holy Cross
BA
Northeastern University
Nonprofit Management Graduate Certificate
Stephen Palleschi Stephen Palleschi's Fidelity Investments Experience March 2007 - December 2007
Job Technical Support Specialist IV at New Hampshire Department of Information Technology
Industry Information Technology and Services
Experience
State of NH - DoIT May 2014 - Present
Aetna February 2008 - June 2013
Fidelity Investments March 2007 - December 2007
ManpowerGroup January 2007 - January 2007
GE 2002 - 2006
AIG 2000 - 2001
Skills
XP, Technical Support, Help Desk Support, Troubleshooting, Windows 7, Citrix, Computer Hardware, VPN, Windows Server, A+ Certified, Active Directory, Laptops, Printers, Software Installation, Norton Ghost, Blackberry, Remote Desktop, Hardware, VMware, Operating Systems, Wireless Networking, Windows XP Pro, Routers, Desktop Computers, TCP/IP, Virtualization, IT Operations, Computer Repair, vSphere, Information Technology, Lotus Notes, Networking, Windows Vista, System Deployment, Servers, LAN-WAN, Windows 2000, Enterprise Architecture, Dell Computers, Hardware Installation, Cisco Technologies, Hardware Support, Server Administration, HP, Microsoft Office 2003, Workstations, Microsoft Exchange, DHCP, Remote Access, Cisco Routers
Education
Boston University
MS Windows 2000 Admin Program
Eastern Nazarene College
Bachelors, Business Administration
North Shore Community College
Associates, Business Administration
State of NH - DoIT May 2014 - Present
Aetna February 2008 - June 2013
Fidelity Investments March 2007 - December 2007
ManpowerGroup January 2007 - January 2007
GE 2002 - 2006
AIG 2000 - 2001
Skills
XP, Technical Support, Help Desk Support, Troubleshooting, Windows 7, Citrix, Computer Hardware, VPN, Windows Server, A+ Certified, Active Directory, Laptops, Printers, Software Installation, Norton Ghost, Blackberry, Remote Desktop, Hardware, VMware, Operating Systems, Wireless Networking, Windows XP Pro, Routers, Desktop Computers, TCP/IP, Virtualization, IT Operations, Computer Repair, vSphere, Information Technology, Lotus Notes, Networking, Windows Vista, System Deployment, Servers, LAN-WAN, Windows 2000, Enterprise Architecture, Dell Computers, Hardware Installation, Cisco Technologies, Hardware Support, Server Administration, HP, Microsoft Office 2003, Workstations, Microsoft Exchange, DHCP, Remote Access, Cisco Routers
Education
Boston University
MS Windows 2000 Admin Program
Eastern Nazarene College
Bachelors, Business Administration
North Shore Community College
Associates, Business Administration
Sheryl Dawson Sheryl Dawson's Fidelity Investments Experience August 2011 - Present
Job Experienced Sr. Systems Analyst
Industry Information Technology and Services
Experience
Fidelity Investments August 2011 - Present
Fidelity HR Services 2011 - 2012
Fidelity Investments January 2011 - July 2011
Fidelity Investments January 2010 - December 2010
Fidelity Investments 2006 - 2010
Fidelity Investments 2002 - 2006
PFPC 1999 - 2002
First Data Corporation 1997 - 1999
R.G. Shakour, Inc 1996 - 1997
Skills
Access, Software Documentation
Education
Boston University 2001 — 2002
Client Server Development Certificate Program, Client Server Development
Brown University 1989 — 1993
BA, Business Economics
Brown University 1989 — 1993
BA, Organizational Behavior & Management
Fidelity Investments August 2011 - Present
Fidelity HR Services 2011 - 2012
Fidelity Investments January 2011 - July 2011
Fidelity Investments January 2010 - December 2010
Fidelity Investments 2006 - 2010
Fidelity Investments 2002 - 2006
PFPC 1999 - 2002
First Data Corporation 1997 - 1999
R.G. Shakour, Inc 1996 - 1997
Skills
Access, Software Documentation
Education
Boston University 2001 — 2002
Client Server Development Certificate Program, Client Server Development
Brown University 1989 — 1993
BA, Business Economics
Brown University 1989 — 1993
BA, Organizational Behavior & Management
Walter Pizzano's Fidelity Investments Experience 1998 - 2000
Job Director, Risk Strategy and Insurance at Harvard University
Industry Higher Education
Experience
Harvard University February 2009 - Present
Columbia University December 2005 - February 2009
John Hancock July 2000 - December 2005
Fidelity Investments 1998 - 2000
Education
Boston University
Financial Planning
Harvard University February 2009 - Present
Columbia University December 2005 - February 2009
John Hancock July 2000 - December 2005
Fidelity Investments 1998 - 2000
Education
Boston University
Financial Planning
Eugene Mann's Fidelity Investments Experience June 2008 - September 2008
Job Founder at PPL Labs
Industry Internet
Experience
PPL Labs 2013 - Present
Nextly (Marginize) October 2010 - December 2013
The Boston Consulting Group August 2009 - October 2010
PLGA Foundation 2005 - August 2009
Fidelity Investments June 2008 - September 2008
Skills
Start-ups, Social Media, Entrepreneurship, Financial Modeling, Business Strategy, Strategic Planning, Program Management, Competitive Analysis, Management Consulting, Strategic Partnerships, Strategy, Analytics, Venture Capital, Mergers & Acquisitions, Online Marketing, Leadership
Education
Boston University - School of Management
PPL Labs 2013 - Present
Nextly (Marginize) October 2010 - December 2013
The Boston Consulting Group August 2009 - October 2010
PLGA Foundation 2005 - August 2009
Fidelity Investments June 2008 - September 2008
Skills
Start-ups, Social Media, Entrepreneurship, Financial Modeling, Business Strategy, Strategic Planning, Program Management, Competitive Analysis, Management Consulting, Strategic Partnerships, Strategy, Analytics, Venture Capital, Mergers & Acquisitions, Online Marketing, Leadership
Education
Boston University - School of Management
Xiaomei Liu Xiaomei Liu's Fidelity Investments Experience May 1999 - October 2008
Job Cofounder and Partner at Dr Health Management
Industry Computer Software
Experience
Dr. Health Management October 2013 - Present
CharmIt World Foundation July 2012 - Present
Lumigent Technologies February 2009 - October 2010
Fidelity Investments May 1999 - October 2008
Education
Boston University 1992 — 1998
Ph.D., Biophysics
Tsinghua University 1986 — 1991
BS, Engineering Physics
Dr. Health Management October 2013 - Present
CharmIt World Foundation July 2012 - Present
Lumigent Technologies February 2009 - October 2010
Fidelity Investments May 1999 - October 2008
Education
Boston University 1992 — 1998
Ph.D., Biophysics
Tsinghua University 1986 — 1991
BS, Engineering Physics
William Roche William Roche's Fidelity Investments Experience November 1999 - Present
Job Leadership Development Consultant
Industry Management Consulting
Experience
Fidelity Investments November 1999 - Present
Newport Community Mental Health Center June 1995 - June 1998
Skills
Talent Management, Executive Coaching, Performance Management, Program Management, Leadership Development, Human Resources, Coaching, Organizational..., Leadership, Change Management
Education
Boston University 1998 — 2000
MSW, Social Work - Clinical Therapist and Group Dynamics
State University of New York College at Brockport 1991 — 1995
BSW, Social Work
Fidelity Investments November 1999 - Present
Newport Community Mental Health Center June 1995 - June 1998
Skills
Talent Management, Executive Coaching, Performance Management, Program Management, Leadership Development, Human Resources, Coaching, Organizational..., Leadership, Change Management
Education
Boston University 1998 — 2000
MSW, Social Work - Clinical Therapist and Group Dynamics
State University of New York College at Brockport 1991 — 1995
BSW, Social Work
Wentao (Ted) Yuan's Fidelity Investments Experience June 2010 - August 2010
Job ASA, CERA, International Consultant at Mercer
Industry Financial Services
Experience
Mercer October 2011 - Present
Veterans Health Administration December 2010 - September 2011
Shriners Hospitals for Children September 2010 - September 2011
Fidelity Investments June 2010 - August 2010
Mercer April 2008 - April 2009
Education
Boston University 2009 — 2011
MS, Actuarial Science
Shanghai University of Finance and Economics 2005 — 2009
Bachelor, Actuarial Science
Mercer October 2011 - Present
Veterans Health Administration December 2010 - September 2011
Shriners Hospitals for Children September 2010 - September 2011
Fidelity Investments June 2010 - August 2010
Mercer April 2008 - April 2009
Education
Boston University 2009 — 2011
MS, Actuarial Science
Shanghai University of Finance and Economics 2005 — 2009
Bachelor, Actuarial Science
Erika Sturm Erika Sturm's Fidelity Investments Experience 2007 - 2008
Job Director of Finance & HR at OpenBiome
Industry Nonprofit Organization Management
Experience
OpenBiome September 2015 - Present
Clinton Health Access Initiative May 2015 - August 2015
Clinton Health Access Initiative June 2014 - April 2015
Clinton Health Access Initiative January 2014 - May 2014
Clinton Health Access Initiative September 2012 - December 2013
Boston University Center for Global Health and Development 2012 - 2012
Accion USA 2008 - 2010
Fidelity Investments 2007 - 2008
Latino Community Credit Union (LCCU) 2007 - 2007
Skills
Non-profits, Nonprofits, Budgets, Fundraising, Process Improvement, Finance, Financial Analysis, International..., Program Management, Financial Modeling, Strategy, Data Analysis, Microsoft Excel, Proposal Writing, Grants, Accounting, Research, Customer Service, Strategic Planning, Spanish, Project Management, Marketing, Entrepreneurship, Business Strategy, Business Development, Marketing Strategy, Corporate Finance, Community Outreach, Public Speaking, Grant Writing, Investments, Microsoft Office, Financial Reporting
Education
Boston University Questrom School of Business 2010 — 2011
MBA, International Management; Strategy and Business Analysis
University of North Carolina at Chapel Hill 2000 — 2004
BS, Business Administration, Psychology
OpenBiome September 2015 - Present
Clinton Health Access Initiative May 2015 - August 2015
Clinton Health Access Initiative June 2014 - April 2015
Clinton Health Access Initiative January 2014 - May 2014
Clinton Health Access Initiative September 2012 - December 2013
Boston University Center for Global Health and Development 2012 - 2012
Accion USA 2008 - 2010
Fidelity Investments 2007 - 2008
Latino Community Credit Union (LCCU) 2007 - 2007
Skills
Non-profits, Nonprofits, Budgets, Fundraising, Process Improvement, Finance, Financial Analysis, International..., Program Management, Financial Modeling, Strategy, Data Analysis, Microsoft Excel, Proposal Writing, Grants, Accounting, Research, Customer Service, Strategic Planning, Spanish, Project Management, Marketing, Entrepreneurship, Business Strategy, Business Development, Marketing Strategy, Corporate Finance, Community Outreach, Public Speaking, Grant Writing, Investments, Microsoft Office, Financial Reporting
Education
Boston University Questrom School of Business 2010 — 2011
MBA, International Management; Strategy and Business Analysis
University of North Carolina at Chapel Hill 2000 — 2004
BS, Business Administration, Psychology
Christopher von Keitz's Fidelity Investments Experience January 2015 - Present
Job Fidelity Investments Financial Markets Analyst
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments June 2014 - August 2014
Royal Bank of Scotland March 2014 - April 2014
MNI Deutsche Börse Group February 2014 - March 2014
Fidelity Investments June 2013 - August 2013
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Science (BS)
Boston University - London Abroad Campus
Cypress Ranch High School 2007 — 2011
High School Diploma
Fidelity Investments January 2015 - Present
Fidelity Investments June 2014 - August 2014
Royal Bank of Scotland March 2014 - April 2014
MNI Deutsche Börse Group February 2014 - March 2014
Fidelity Investments June 2013 - August 2013
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Science (BS)
Boston University - London Abroad Campus
Cypress Ranch High School 2007 — 2011
High School Diploma
Brian Garrity Brian Garrity's Fidelity Investments Experience August 1998 - September 2005
Job Director IT Strategic Planning & Controls at Liberty International
Industry Financial Services
Experience
Liberty Mutual Insurance May 2015 - Present
Citizens Financial Group - Business Services October 2008 - May 2015
JPMorganChase September 2005 - March 2008
Fidelity Investments August 1998 - September 2005
Johnson & Johnson February 1998 - August 1998
Skills
Competitive Analysis, Integration, International Finance, Financial Strategy, Financial Modeling, Financial Analysis, Strategic Financial..., Risk Management, Financial Services, Managerial Finance, Forecasting, Process Improvement, Business Analysis, Finance, Leadership, Analysis, Strategy, Strategic Planning
Education
Boston University Questrom School of Business 1993 — 1995
MBA
Trinity College-Hartford 1987 — 1991
BA
Xaverian Brothers HS 1983 — 1987
Liberty Mutual Insurance May 2015 - Present
Citizens Financial Group - Business Services October 2008 - May 2015
JPMorganChase September 2005 - March 2008
Fidelity Investments August 1998 - September 2005
Johnson & Johnson February 1998 - August 1998
Skills
Competitive Analysis, Integration, International Finance, Financial Strategy, Financial Modeling, Financial Analysis, Strategic Financial..., Risk Management, Financial Services, Managerial Finance, Forecasting, Process Improvement, Business Analysis, Finance, Leadership, Analysis, Strategy, Strategic Planning
Education
Boston University Questrom School of Business 1993 — 1995
MBA
Trinity College-Hartford 1987 — 1991
BA
Xaverian Brothers HS 1983 — 1987
Tara Campanella's Fidelity Investments Experience March 2001 - September 2001
Job Office Assistant at City Of Lemoore Public Works
Industry Government Administration
Experience
City Of Lemoore June 2014 - Present
Professional Tutors of America December 2013 - June 2014
Kings County Office of Education August 2013 - June 2014
Big Pine Academy August 2012 - August 2013
Rj Neutra Elementary School August 2010 - February 2011
Newport Acupuncture June 2008 - December 2008
Naval Air Station Sigonella, Sicily July 2003 - July 2004
Fidelity Investments March 2001 - September 2001
Bernard Hodes Group (Branch Office - Seattle, WA) May 2000 - March 2001
Skills
Fundraising, Training, Management, Administration, Advertising, Writing, Recruiting, Customer Service, Public Speaking, Microsoft Office
Education
Boston University 2005 — 2007
Master’s Degree, Criminal Justice
Colby-Sawyer College 1996 — 2000
Bachelor’s Degree, Business Administration
City Of Lemoore June 2014 - Present
Professional Tutors of America December 2013 - June 2014
Kings County Office of Education August 2013 - June 2014
Big Pine Academy August 2012 - August 2013
Rj Neutra Elementary School August 2010 - February 2011
Newport Acupuncture June 2008 - December 2008
Naval Air Station Sigonella, Sicily July 2003 - July 2004
Fidelity Investments March 2001 - September 2001
Bernard Hodes Group (Branch Office - Seattle, WA) May 2000 - March 2001
Skills
Fundraising, Training, Management, Administration, Advertising, Writing, Recruiting, Customer Service, Public Speaking, Microsoft Office
Education
Boston University 2005 — 2007
Master’s Degree, Criminal Justice
Colby-Sawyer College 1996 — 2000
Bachelor’s Degree, Business Administration
Tom Wiggin's Fidelity Investments Experience January 2002 - Present
Job Director of Operations Benefits Outsourcing
Industry Financial Services
Experience
Fidelity Investments January 2002 - Present
Skills
Process Improvement, Program Management, Cross-functional Team..., Financial Services, Analytics, Defined Benefit, Operations Management, Client Relations, Building Business..., Leadership, Project Management, Strategic Planning, Risk Management, Strategy, Analysis, Team Leadership, Business Process...
Education
Boston University 1990 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
Tufts University 1981 — 1986
Bachelor of Arts (BA), Philosophy
Newton South High School
Fidelity Investments January 2002 - Present
Skills
Process Improvement, Program Management, Cross-functional Team..., Financial Services, Analytics, Defined Benefit, Operations Management, Client Relations, Building Business..., Leadership, Project Management, Strategic Planning, Risk Management, Strategy, Analysis, Team Leadership, Business Process...
Education
Boston University 1990 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
Tufts University 1981 — 1986
Bachelor of Arts (BA), Philosophy
Newton South High School
Tracy Simpson Tracy Simpson's Fidelity Investments Experience June 1996 - June 1997
Job Human Resources at Precision Nutrition
Industry Health, Wellness and Fitness
Experience
Precision Nutrition April 2014 - Present
Millennium: The Takeda Oncology Company March 2001 - March 2014
The Kraematon Group, Inc. 1997 - 2001
Fidelity Investments June 1996 - June 1997
Springwell, Inc. March 1995 - June 1996
MA Department of Children and Families March 1993 - June 1994
Skills
Certified Financial..., Employee Benefits, Retirement Savings, Deferred Compensation, Global Mobility, Benefits Design, Corporate Benefits, Benefits Negotiation, Leave of Absence..., Human Resources, Benefits Administration, Incentive Programs, COBRA, Employee Wellness..., Compensation, Mergers, 401k, Biotechnology, Employee Engagement, Oncology, Mergers & Acquisitions, Leadership, Management, Strategy, Employee Relations, Pharmaceutical Industry, Consulting, Cross-functional Team..., Strategic Planning, Onboarding, Talent Management, Training
Education
Boston University 1999 — 2003
CFP, Financial Planning - MET College
University of Massachusetts, Amherst 1988 — 1992
BA, Psychology
Precision Nutrition April 2014 - Present
Millennium: The Takeda Oncology Company March 2001 - March 2014
The Kraematon Group, Inc. 1997 - 2001
Fidelity Investments June 1996 - June 1997
Springwell, Inc. March 1995 - June 1996
MA Department of Children and Families March 1993 - June 1994
Skills
Certified Financial..., Employee Benefits, Retirement Savings, Deferred Compensation, Global Mobility, Benefits Design, Corporate Benefits, Benefits Negotiation, Leave of Absence..., Human Resources, Benefits Administration, Incentive Programs, COBRA, Employee Wellness..., Compensation, Mergers, 401k, Biotechnology, Employee Engagement, Oncology, Mergers & Acquisitions, Leadership, Management, Strategy, Employee Relations, Pharmaceutical Industry, Consulting, Cross-functional Team..., Strategic Planning, Onboarding, Talent Management, Training
Education
Boston University 1999 — 2003
CFP, Financial Planning - MET College
University of Massachusetts, Amherst 1988 — 1992
BA, Psychology
Brendan Blake, CFA's Fidelity Investments Experience July 2011 - July 2012
Job Equity Research Associate at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets February 2014 - Present
Verbatim Advisory Group July 2012 - February 2014
Fidelity Investments July 2011 - July 2012
Fidelity Investments June 2010 - September 2010
ARAMARK April 2010 - September 2010
Boston University Club Baseball 2009 - 2010
Skills
Fundamental Research, Excel, PowerPoint, Investments, Analysis, Industry Analysis, Funding
Education
Boston University Questrom School of Business 2007 — 2011
Business, Finance
Lincoln-Sudbury Regional High School 2003 — 2007
KeyBanc Capital Markets February 2014 - Present
Verbatim Advisory Group July 2012 - February 2014
Fidelity Investments July 2011 - July 2012
Fidelity Investments June 2010 - September 2010
ARAMARK April 2010 - September 2010
Boston University Club Baseball 2009 - 2010
Skills
Fundamental Research, Excel, PowerPoint, Investments, Analysis, Industry Analysis, Funding
Education
Boston University Questrom School of Business 2007 — 2011
Business, Finance
Lincoln-Sudbury Regional High School 2003 — 2007
Gopal Subramanian's Fidelity Investments Experience March 1999 - Present
Job Senior Vice President, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 1999 - Present
TiE-Boston 2012 - 2014
CDI Corporation / Tessera Enterprise Systems 1994 - 1999
Hexaware Technologies 1993 - 1994
Apex Systems 1991 - 1993
Tata Unisys 1988 - 1991
Skills
Management, Vendor Management, Data Warehousing, Data Architecture, Database Design, Financial Services, CRM, SDLC, Oracle, Project Management, Business Analysis, Start-ups, Agile Methodologies, Data Mining, Strategy, Enterprise Architecture, Big Data Analytics
Education
Boston University Questrom School of Business 2001 — 2002
Executive MBA, General Management
Fidelity Investments March 1999 - Present
TiE-Boston 2012 - 2014
CDI Corporation / Tessera Enterprise Systems 1994 - 1999
Hexaware Technologies 1993 - 1994
Apex Systems 1991 - 1993
Tata Unisys 1988 - 1991
Skills
Management, Vendor Management, Data Warehousing, Data Architecture, Database Design, Financial Services, CRM, SDLC, Oracle, Project Management, Business Analysis, Start-ups, Agile Methodologies, Data Mining, Strategy, Enterprise Architecture, Big Data Analytics
Education
Boston University Questrom School of Business 2001 — 2002
Executive MBA, General Management
Stephanie Connolly Stephanie Connolly's Fidelity Investments Experience November 1987 - May 1990
Job
Industry Security and Investigations
Experience
Harvard University March 2012 - Present
Massachusetts Department of Revenue April 1999 - May 2000
Massachusetts Department of Correction December 1997 - April 1999
Massachusetts Department of Correction November 1994 - December 1997
Massachusetts Department of Correction November 1991 - November 1994
Fidelity Investments November 1987 - May 1990
Skills
Training, Teaching Adults, Criminal Justice, Teaching, Human Resources, Program Development, Event Planning, Nonprofits, Higher Education, Public Speaking, Microsoft Office
Education
Boston University 1986 — 1987
Master's degree, Criminal Justice
State University of New York College at Oswego
Bachelor of Arts (B.A.), Public Justice
Harvard University March 2012 - Present
Massachusetts Department of Revenue April 1999 - May 2000
Massachusetts Department of Correction December 1997 - April 1999
Massachusetts Department of Correction November 1994 - December 1997
Massachusetts Department of Correction November 1991 - November 1994
Fidelity Investments November 1987 - May 1990
Skills
Training, Teaching Adults, Criminal Justice, Teaching, Human Resources, Program Development, Event Planning, Nonprofits, Higher Education, Public Speaking, Microsoft Office
Education
Boston University 1986 — 1987
Master's degree, Criminal Justice
State University of New York College at Oswego
Bachelor of Arts (B.A.), Public Justice
Susan Keefe Susan Keefe's Fidelity Investments Experience August 2010 - April 2012
Job Learning & Development Manager at State Street
Industry Financial Services
Experience
State Street June 2012 - Present
Fidelity Investments August 2010 - April 2012
City of Lowell 2009 - 2010
Ropes & Gray LLP 2003 - 2009
Goodwin Procter LLP 1990 - 2003
Wang Laboratories, Inc. 1979 - 1989
Skills
Project Planning, Instructional Design, Captivate, Change Management, SharePoint, E-Learning, Curriculum Development, Policy, Knowledge Management, Performance Management, Technical Training, Quality Assurance, Project Management, Microsoft Technologies, Team Management, System Testing, Software Documentation, Leadership, Training, Process Improvement, Needs Analysis, Customer Service, Skills Analysis, Fundraising, Cross-functional Team..., ADDIE, Human Resources, Onboarding, Access
Education
University of New Hampshire 1986 — 1987
Credits towards Bachelor of Business Administration
Castle Jr. College 1977 — 1979
Assoc., Business Management
Boston University
Professional Development Classes
State Street June 2012 - Present
Fidelity Investments August 2010 - April 2012
City of Lowell 2009 - 2010
Ropes & Gray LLP 2003 - 2009
Goodwin Procter LLP 1990 - 2003
Wang Laboratories, Inc. 1979 - 1989
Skills
Project Planning, Instructional Design, Captivate, Change Management, SharePoint, E-Learning, Curriculum Development, Policy, Knowledge Management, Performance Management, Technical Training, Quality Assurance, Project Management, Microsoft Technologies, Team Management, System Testing, Software Documentation, Leadership, Training, Process Improvement, Needs Analysis, Customer Service, Skills Analysis, Fundraising, Cross-functional Team..., ADDIE, Human Resources, Onboarding, Access
Education
University of New Hampshire 1986 — 1987
Credits towards Bachelor of Business Administration
Castle Jr. College 1977 — 1979
Assoc., Business Management
Boston University
Professional Development Classes
Stefani Reardon's Fidelity Investments Experience May 2009 - January 2015
Job Government Relations / Public Policy, Public Affairs, Communications
Industry Government Relations
Experience
Public Policy, Public Affairs and Communications Specialist May 2015 - Present
Fidelity Investments May 2009 - January 2015
Office of U.S. Senator Arlen Specter March 2009 - May 2009
Office of U.S. Senator Norm Coleman April 2006 - February 2009
Office of U.S. Senator George Allen September 2005 - December 2005
Skills
Research, Public Policy, Policy Analysis, Policy, Budgets, Event Planning, Government, Politics, Multitasking Skills, Microsoft Office, Administrative...
Education
Boston University 2001 — 2006
B.A., Political Science
Public Policy, Public Affairs and Communications Specialist May 2015 - Present
Fidelity Investments May 2009 - January 2015
Office of U.S. Senator Arlen Specter March 2009 - May 2009
Office of U.S. Senator Norm Coleman April 2006 - February 2009
Office of U.S. Senator George Allen September 2005 - December 2005
Skills
Research, Public Policy, Policy Analysis, Policy, Budgets, Event Planning, Government, Politics, Multitasking Skills, Microsoft Office, Administrative...
Education
Boston University 2001 — 2006
B.A., Political Science
Vlad Stolerman's Fidelity Investments Experience 1996 - 1997
Job
Industry Leisure, Travel & Tourism
Experience
Vantage Deluxe World Travel 2006 - 2015
Timberland/Adecco 2004 - 2006
Castel, Inc. 2002 - 2004
Grand Circle Travel 1999 - 2001
Alliance Technology Group 1998 - 1999
Fidelity Investments 1996 - 1997
Bausch & Lomb/Polymer Technologies 1990 - 1996
Skills
SQL, Visio, IBM iSeries, Vendor Management, RPG, Systems Analysis, SDLC, Data Analysis, E-commerce, Business Intelligence, JavaScript, Integration, Databases, DB2, Business Analysis, XML, CRM, Microsoft SQL Server, Requirements Analysis, HTML, CSS, Software Project..., Project Management, OS/400, Web Development, Product Management, User Experience, Customer Service
Education
Boston University
Master’s Degree, Computer Information Systems
Moscow State University of Transport (MIIT)
Bachelor’s Degree, Computer Science & Math
Vantage Deluxe World Travel 2006 - 2015
Timberland/Adecco 2004 - 2006
Castel, Inc. 2002 - 2004
Grand Circle Travel 1999 - 2001
Alliance Technology Group 1998 - 1999
Fidelity Investments 1996 - 1997
Bausch & Lomb/Polymer Technologies 1990 - 1996
Skills
SQL, Visio, IBM iSeries, Vendor Management, RPG, Systems Analysis, SDLC, Data Analysis, E-commerce, Business Intelligence, JavaScript, Integration, Databases, DB2, Business Analysis, XML, CRM, Microsoft SQL Server, Requirements Analysis, HTML, CSS, Software Project..., Project Management, OS/400, Web Development, Product Management, User Experience, Customer Service
Education
Boston University
Master’s Degree, Computer Information Systems
Moscow State University of Transport (MIIT)
Bachelor’s Degree, Computer Science & Math
Anna Sherbakova's Fidelity Investments Experience January 2004 - August 2005
Job Analyst, Financial Institutions, at Moody's Investors Service
Industry Investment Management
Experience
Moody's Investors Service October 2011 - Present
Praesidian Capital Investors, LP August 2007 - July 2010
Fidelity Investments January 2004 - August 2005
Silicon Valley Bank June 2000 - December 2003
Skills
Finance, Mutual Funds, Fixed Income, Financial Modeling, Valuation, Equities, Capital Markets, Hedge Funds, Investments, Corporate Finance, Bloomberg, Portfolio Management
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
Boston University Questrom School of Business 1997 — 2000
BS, BA, Business Administration
Moody's Investors Service October 2011 - Present
Praesidian Capital Investors, LP August 2007 - July 2010
Fidelity Investments January 2004 - August 2005
Silicon Valley Bank June 2000 - December 2003
Skills
Finance, Mutual Funds, Fixed Income, Financial Modeling, Valuation, Equities, Capital Markets, Hedge Funds, Investments, Corporate Finance, Bloomberg, Portfolio Management
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
Boston University Questrom School of Business 1997 — 2000
BS, BA, Business Administration
David Mickelson's Fidelity Investments Experience 1994 - 1996
Job Director of Software Engineering at Altisource Labs
Industry Financial Services
Experience
Altisource Labs October 2013 - Present
Loomis Sayles & Co. August 2006 - October 2013
Loomis Sayles & Co. August 2000 - August 2006
Evergreen Investments August 1998 - August 2000
State Street Bank 1997 - 1998
Fidelity Investments 1994 - 1996
Skills
Integration, Software Development, Strategic Planning, Customer Relations, Business Strategy, Business Analysis, Agile, Virtualization, Team Building, Vendor Management, Cloud Computing, Risk Management, SOA, Enterprise Architecture, Problem Solving, Data Warehousing, ERP, Technology Development, Technology Integration, Technology..., New Technology..., Asset Management, Customer Service, Agile Methodologies, Project Management, Databases, Data Center, Cross-functional Team..., SaaS, Enterprise Software, Management, Strategy, SDLC, Analytics, Consulting, Information Technology
Education
Boston University - School of Management 2005 — 2006
MBA, Business Administration and Management, General
Carnegie Mellon University 1991 — 1995
BS, Electrical and Computer Engineering
Carnegie Mellon University 1991 — 1995
BS, Engineering and Public Policy
The Geelong College 1985 — 1989
Altisource Labs October 2013 - Present
Loomis Sayles & Co. August 2006 - October 2013
Loomis Sayles & Co. August 2000 - August 2006
Evergreen Investments August 1998 - August 2000
State Street Bank 1997 - 1998
Fidelity Investments 1994 - 1996
Skills
Integration, Software Development, Strategic Planning, Customer Relations, Business Strategy, Business Analysis, Agile, Virtualization, Team Building, Vendor Management, Cloud Computing, Risk Management, SOA, Enterprise Architecture, Problem Solving, Data Warehousing, ERP, Technology Development, Technology Integration, Technology..., New Technology..., Asset Management, Customer Service, Agile Methodologies, Project Management, Databases, Data Center, Cross-functional Team..., SaaS, Enterprise Software, Management, Strategy, SDLC, Analytics, Consulting, Information Technology
Education
Boston University - School of Management 2005 — 2006
MBA, Business Administration and Management, General
Carnegie Mellon University 1991 — 1995
BS, Electrical and Computer Engineering
Carnegie Mellon University 1991 — 1995
BS, Engineering and Public Policy
The Geelong College 1985 — 1989
William Connell's Fidelity Investments Experience July 2006 - November 2008
Job Client Service Manager at Canby Financial Advisors
Industry Investment Management
Experience
Canby Financial Advisors 2012 - Present
Fidelity Institutional Wealth Services July 2009 - March 2012
Fidelity Investments July 2006 - November 2008
Fidelity Family Office Services 2005 - 2006
Pioneer Investments 1999 - 2000
Skills
Financial Services, Business Analysis, Equities, Business Requirements, SDLC, Portfolio Management, Trading, Fixed Income, Mutual Funds, Requirements Gathering, Asset Managment, Requirements Analysis, Visio, Software Project..., Series 7
Education
Boston University 2009 — 2010
Certificate, Financial Planning
Suffolk University - Sawyer Business School 2007 — 2009
Master's Degree, Finance
Suffolk University - Sawyer Business School 1993 — 1998
Master of Business Administration (M.B.A.), Computer and Information Sciences, General
Stonehill College 1987 — 1991
BS, Economics
Canby Financial Advisors 2012 - Present
Fidelity Institutional Wealth Services July 2009 - March 2012
Fidelity Investments July 2006 - November 2008
Fidelity Family Office Services 2005 - 2006
Pioneer Investments 1999 - 2000
Skills
Financial Services, Business Analysis, Equities, Business Requirements, SDLC, Portfolio Management, Trading, Fixed Income, Mutual Funds, Requirements Gathering, Asset Managment, Requirements Analysis, Visio, Software Project..., Series 7
Education
Boston University 2009 — 2010
Certificate, Financial Planning
Suffolk University - Sawyer Business School 2007 — 2009
Master's Degree, Finance
Suffolk University - Sawyer Business School 1993 — 1998
Master of Business Administration (M.B.A.), Computer and Information Sciences, General
Stonehill College 1987 — 1991
BS, Economics
Dianna McSheffrey's Fidelity Investments Experience January 2004 - July 2011
Job Associate Director, Client Account Manager, Finance & Accounting at Vertex Pharmaceuticals
Industry Biotechnology
Experience
Vertex Pharmaceuticals June 2012 - Present
Vertex Pharmaceuticals, Inc. March 2012 - June 2012
Vertex Pharmaceuticals July 2011 - March 2012
Fidelity Investments January 2004 - July 2011
Fidelity Investments March 1990 - January 2004
Brigham and Women's Hospital June 1986 - March 1990
Skills
Oracle E-Business Suite, Oracle Applications, SDLC, Oracle HR, Oracle, Requirements Analysis, SQL, Project Management, Management, Oracle General Ledger, Accounts Receivable, Business Relationship..., Technical Leadership, Program Management, Software Project..., Business Intelligence, Vendor Management, ERP, Data Warehousing
Education
Boston University Questrom School of Business
MBA
University of Vermont
BS
Vertex Pharmaceuticals June 2012 - Present
Vertex Pharmaceuticals, Inc. March 2012 - June 2012
Vertex Pharmaceuticals July 2011 - March 2012
Fidelity Investments January 2004 - July 2011
Fidelity Investments March 1990 - January 2004
Brigham and Women's Hospital June 1986 - March 1990
Skills
Oracle E-Business Suite, Oracle Applications, SDLC, Oracle HR, Oracle, Requirements Analysis, SQL, Project Management, Management, Oracle General Ledger, Accounts Receivable, Business Relationship..., Technical Leadership, Program Management, Software Project..., Business Intelligence, Vendor Management, ERP, Data Warehousing
Education
Boston University Questrom School of Business
MBA
University of Vermont
BS
Stephan Duellberg's Fidelity Investments Experience March 2000 - Present
Job Software Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2000 - Present
Rohm and Haas Electronic Materials October 1998 - Present
Titan Software, Inc. April 1994 - Present
Superior Controls 1998 - 2000
Geac 1998 - 1999
Dun & Bradstreet 1994 - 1998
Atex Publishing September 1994 - April 1995
Ziff-Davis Publishing September 1992 - September 1994
MediTech May 1992 - August 1992
Skills
C#, WPF, MVVM, Agile, Fitnesse, Java, VB.NET, RV, Agile Methodologies, SDLC, .Net, WCF, Quality Center, RTC, Git, User Interface Design, Equities, Trading, JavaScript, jQuery, JSON, HTML
Education
Boston University 1988 — 1994
BS, Computer Science
Fidelity Investments March 2000 - Present
Rohm and Haas Electronic Materials October 1998 - Present
Titan Software, Inc. April 1994 - Present
Superior Controls 1998 - 2000
Geac 1998 - 1999
Dun & Bradstreet 1994 - 1998
Atex Publishing September 1994 - April 1995
Ziff-Davis Publishing September 1992 - September 1994
MediTech May 1992 - August 1992
Skills
C#, WPF, MVVM, Agile, Fitnesse, Java, VB.NET, RV, Agile Methodologies, SDLC, .Net, WCF, Quality Center, RTC, Git, User Interface Design, Equities, Trading, JavaScript, jQuery, JSON, HTML
Education
Boston University 1988 — 1994
BS, Computer Science
Stephen Baier's Fidelity Investments Experience February 1994 - July 2014
Job Retired from Fidelity Investments
Industry Financial Services
Experience
Retired July 2014 - Present
Fidelity Investments February 1994 - July 2014
Faxon Research Services August 1992 - February 1994
Access Technology December 1986 - May 1992
Skills
Architecture, Cloud Computing, Software Engineering, Enterprise Architecture, Vendor Management, Strategic Planning, Strategic Technology..., Software Development, IT Strategy, Architectures, Integration, Software Project..., Strategy, Program Management, Agile Methodologies
Education
Boston University 1981 — 1989
MS, Computer Science, Metropolitan College
University of Wisconsin-Madison 1968 — 1974
PhD, African History
Stanford University 1962 — 1966
BA, History
Regis High
Regis High
Retired July 2014 - Present
Fidelity Investments February 1994 - July 2014
Faxon Research Services August 1992 - February 1994
Access Technology December 1986 - May 1992
Skills
Architecture, Cloud Computing, Software Engineering, Enterprise Architecture, Vendor Management, Strategic Planning, Strategic Technology..., Software Development, IT Strategy, Architectures, Integration, Software Project..., Strategy, Program Management, Agile Methodologies
Education
Boston University 1981 — 1989
MS, Computer Science, Metropolitan College
University of Wisconsin-Madison 1968 — 1974
PhD, African History
Stanford University 1962 — 1966
BA, History
Regis High
Regis High
Tom McCann's Fidelity Investments Experience March 2000 - November 2004
Job Solutions Engineer II Windstream
Industry Telecommunications
Experience
Windstream Communications October 2011 - March 2014
EarthLink Business June 2010 - October 2011
Mustang Microsystems February 2009 - June 2010
Fidelity Investments, FISC-T November 2004 - April 2006
Fidelity Investments March 2000 - November 2004
Fidelity Investments October 1998 - March 2000
Fidelity Investments June 1994 - October 1998
BayBanks Systems, Inc February 1984 - June 1994
Skills
Cisco Technologies, VoIP, Firewalls, Networking, Data Center, Network Architecture, CCNA, Troubleshooting, Telecommunications, Disaster Recovery, Vendor Management, Project Management, Avaya, Visio, DNS, Cisco IOS, MPLS, SIP, Network Administration, WAN, IT Operations, Microsoft Office, Network Design, ITIL, Call Centers, Service Delivery, PBX, Avaya PBX, T1, T3, Frame Relay, ATM, Routing Protocols, Cisco, MCP, MPLS VPN, Blackberry Enterprise..., Technology..., SNMP, Cisco Switches, CiscoWorks, Cisco Call Manager, Technical Presentations, F5 BigIP, Wireless Networking, QoS
Education
Boston University 2005 — 2005
Information Technology Project Management
Massasoit Community College 1986 — 1987
Business Administration and Management, General
Windstream Communications October 2011 - March 2014
EarthLink Business June 2010 - October 2011
Mustang Microsystems February 2009 - June 2010
Fidelity Investments, FISC-T November 2004 - April 2006
Fidelity Investments March 2000 - November 2004
Fidelity Investments October 1998 - March 2000
Fidelity Investments June 1994 - October 1998
BayBanks Systems, Inc February 1984 - June 1994
Skills
Cisco Technologies, VoIP, Firewalls, Networking, Data Center, Network Architecture, CCNA, Troubleshooting, Telecommunications, Disaster Recovery, Vendor Management, Project Management, Avaya, Visio, DNS, Cisco IOS, MPLS, SIP, Network Administration, WAN, IT Operations, Microsoft Office, Network Design, ITIL, Call Centers, Service Delivery, PBX, Avaya PBX, T1, T3, Frame Relay, ATM, Routing Protocols, Cisco, MCP, MPLS VPN, Blackberry Enterprise..., Technology..., SNMP, Cisco Switches, CiscoWorks, Cisco Call Manager, Technical Presentations, F5 BigIP, Wireless Networking, QoS
Education
Boston University 2005 — 2005
Information Technology Project Management
Massasoit Community College 1986 — 1987
Business Administration and Management, General
Suzanne O'Connor's Fidelity Investments Experience Director, Project ManagementFidelity Investments eBusiness, WebStats2004 - 2008
Job Director, Project Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Director, Project ManagementFidelity Investments eBusiness, WebStats2004 - 2008
First Data Corporation 1990 - 1994
Education
Boston University
Fidelity Investments Director, Project ManagementFidelity Investments eBusiness, WebStats2004 - 2008
First Data Corporation 1990 - 1994
Education
Boston University
Cassandra McDonald, CFA, CAIA, AIF®'s Fidelity Investments Experience February 2008 - March 2008
Job Senior Strategic Planning Analyst
Industry Financial Services
Experience
John Hancock Investments June 2015 - Present
Sentinel Benefits & Financial Group December 2012 - May 2015
Natixis Global Asset Management October 2011 - December 2012
Natixis Global Associates October 2010 - November 2011
Natixis Global Associates April 2010 - October 2010
Natixis Global Associates March 2008 - April 2010
Fidelity Investments February 2008 - March 2008
Fidelity Investments March 2007 - February 2008
Fidelity Investments June 2006 - March 2007
Skills
Mutual Funds, Investment Strategies, Asset Allocation, Investments, Investment Management, Asset Management, Series 7, Alternative Investments, Equities, Fixed Income, Securities
Education
Boston University - School of Management 2002 — 2006
Bachelor of Science, Finance, Entrepreneurship
John Hancock Investments June 2015 - Present
Sentinel Benefits & Financial Group December 2012 - May 2015
Natixis Global Asset Management October 2011 - December 2012
Natixis Global Associates October 2010 - November 2011
Natixis Global Associates April 2010 - October 2010
Natixis Global Associates March 2008 - April 2010
Fidelity Investments February 2008 - March 2008
Fidelity Investments March 2007 - February 2008
Fidelity Investments June 2006 - March 2007
Skills
Mutual Funds, Investment Strategies, Asset Allocation, Investments, Investment Management, Asset Management, Series 7, Alternative Investments, Equities, Fixed Income, Securities
Education
Boston University - School of Management 2002 — 2006
Bachelor of Science, Finance, Entrepreneurship
Walter Kolosha's Fidelity Investments Experience May 2008 - December 2008
Job Seeking a position as Linux Administrator
Industry Computer Hardware
Experience
Fidelity Investments May 2008 - December 2008
Winchester Systems Inc. 2007 - April 2008
Hewlett Packard / Compaq / DEC January 1995 - December 2006
Skills
Cluster, Linux, Unix
Education
Boston University 1976 — 1981
Fidelity Investments May 2008 - December 2008
Winchester Systems Inc. 2007 - April 2008
Hewlett Packard / Compaq / DEC January 1995 - December 2006
Skills
Cluster, Linux, Unix
Education
Boston University 1976 — 1981
Siu Cho's Fidelity Investments Experience 1995 - 1999
Job Sr. Technical Support Engineer at Blackduck Software Corp.
Industry Computer Software
Experience
Black Duck Software 2006 - Present
Web Solutions January 2003 - November 2006
Hewlett Packard Corp. September 2000 - December 2002
Fresenius Medical Care 1999 - 2000
Fidelity Investments 1995 - 1999
Alliant Systems Corp 1993 - 1994
Education
Boston University
MS, Computer Engineering
University of Massachusetts Boston
BSC, Mathematics & Chemistry
Worcester Polytechnic Institute
Certification, J2EE
Black Duck Software 2006 - Present
Web Solutions January 2003 - November 2006
Hewlett Packard Corp. September 2000 - December 2002
Fresenius Medical Care 1999 - 2000
Fidelity Investments 1995 - 1999
Alliant Systems Corp 1993 - 1994
Education
Boston University
MS, Computer Engineering
University of Massachusetts Boston
BSC, Mathematics & Chemistry
Worcester Polytechnic Institute
Certification, J2EE
Tom Beverly's Fidelity Investments Experience September 2008 - July 2013
Job Internal Audit & Compliance Manager at The Providence Mutual Insurance Company
Industry Financial Services
Experience
The Providence Mutual Insurance Company July 2013 - Present
Fidelity Investments September 2008 - July 2013
Textron Financial April 2007 - September 2008
Textron September 2006 - April 2007
Textron Financial May 2005 - October 2006
GTECH 2002 - 2003
Education
Boston University 2006 — 2009
Masters, Management
Providence College 2001 — 2005
The Providence Mutual Insurance Company July 2013 - Present
Fidelity Investments September 2008 - July 2013
Textron Financial April 2007 - September 2008
Textron September 2006 - April 2007
Textron Financial May 2005 - October 2006
GTECH 2002 - 2003
Education
Boston University 2006 — 2009
Masters, Management
Providence College 2001 — 2005
William Casey's Fidelity Investments Experience 1984 - 1995
Job Sr. Project Manager at SunGard Financial Systems
Industry Financial Services
Experience
SunGard Financial Systems 2012 - Present
Wolters Kluwer Financial Services 2006 - 2011
Omgeo LLC 2002 - 2006
General Consulting 2001 - 2002
HarvardNet (now Hoston.com) 2000 - 2001
Akamai Technologies 2000 - 2000
Genuity 1998 - 2000
FTP Software (now NetManage) 1995 - 1998
Fidelity Investments 1984 - 1995
Skills
Business Analysis, Vendor Management, Agile Methodologies, Software Documentation, Software Project..., Integration, Cross-functional Team..., CRM, PMP, Software Development, PMO, Requirements Analysis, Databases, Data Warehousing, Microsoft SQL Server, Project Management, Change Management, SQL
Education
Boston University 2006 — 2006
Project Management Fast Track
Northeastern University 2000 — 2000
Java Programming
Boston University - School of Management 1980 — 1984
B.S., Business Administration
SunGard Financial Systems 2012 - Present
Wolters Kluwer Financial Services 2006 - 2011
Omgeo LLC 2002 - 2006
General Consulting 2001 - 2002
HarvardNet (now Hoston.com) 2000 - 2001
Akamai Technologies 2000 - 2000
Genuity 1998 - 2000
FTP Software (now NetManage) 1995 - 1998
Fidelity Investments 1984 - 1995
Skills
Business Analysis, Vendor Management, Agile Methodologies, Software Documentation, Software Project..., Integration, Cross-functional Team..., CRM, PMP, Software Development, PMO, Requirements Analysis, Databases, Data Warehousing, Microsoft SQL Server, Project Management, Change Management, SQL
Education
Boston University 2006 — 2006
Project Management Fast Track
Northeastern University 2000 — 2000
Java Programming
Boston University - School of Management 1980 — 1984
B.S., Business Administration
Shona Brazil's Fidelity Investments Experience January 2005 - Present
Job Systems Analyst at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments January 2005 - Present
Education
Boston University 2008 — 2008
Project Management
University College Cork 2000 — 2004
Fidelity Investments January 2005 - Present
Education
Boston University 2008 — 2008
Project Management
University College Cork 2000 — 2004
Eric Zimmer's Fidelity Investments Experience 1994 - 1998
Job Financial Services Operational Risk professional
Industry Financial Services
Experience
Pinellas Education Foundation 2000 - Present
JPMorgan Chase March 2011 - January 2013
Franklin Templeton September 1998 - March 2009
Fidelity Investments 1994 - 1998
Bank of Boston 1989 - 1994
John Hancock 1978 - 1989
Skills
Call Center, SDLC, Operational Risk..., Vendor Relations, Audit, Process Improvement, Compliance, Business Analysis, Risk Management, Multi-site Management, Auditing
Education
Boston University - School of Management 1981 — 1988
BSBA, MBA, Business Administration and Management, General
Pinellas Education Foundation 2000 - Present
JPMorgan Chase March 2011 - January 2013
Franklin Templeton September 1998 - March 2009
Fidelity Investments 1994 - 1998
Bank of Boston 1989 - 1994
John Hancock 1978 - 1989
Skills
Call Center, SDLC, Operational Risk..., Vendor Relations, Audit, Process Improvement, Compliance, Business Analysis, Risk Management, Multi-site Management, Auditing
Education
Boston University - School of Management 1981 — 1988
BSBA, MBA, Business Administration and Management, General
Derek Sullivan's Fidelity Investments Experience October 2012 - Present
Job Vice President, Finance, Fidelity Financial Advisor Solutions at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 2012 - Present
Fidelity ActionsXchange June 2008 - September 2012
Putnam Investments 2000 - June 2008
MPM Capital 1999 - 2000
United Asset Management Corporation 1997 - 1999
BTM Capital Corporation 1993 - 1997
Education
Boston University Questrom School of Business 2002 — 2005
MBA, General Management
University of Massachusetts Lowell 1990 — 1993
BS/BA, Accounting
United States Military Academy at West Point 1989 — 1989
The Governor's Academy 1986 — 1989
Fidelity Investments October 2012 - Present
Fidelity ActionsXchange June 2008 - September 2012
Putnam Investments 2000 - June 2008
MPM Capital 1999 - 2000
United Asset Management Corporation 1997 - 1999
BTM Capital Corporation 1993 - 1997
Education
Boston University Questrom School of Business 2002 — 2005
MBA, General Management
University of Massachusetts Lowell 1990 — 1993
BS/BA, Accounting
United States Military Academy at West Point 1989 — 1989
The Governor's Academy 1986 — 1989
Thomas Fullen's Fidelity Investments Experience May 2004 - March 2006
Job Seeking new Business Analyst/BSA or Quality Analyst/Financial Services Professional opportunities
Industry Information Technology and Services
Experience
The TJX Companies, Inc. October 2014 - Present
Tewksbury Ma February 2014 - December 2014
Liberty Mutual - Dover , NH September 2013 - January 2014
NH Department of Corrections July 2013 - October 2013
Liberty Mutual Insurance January 2012 - May 2012
JPMorgan Chase & Co. March 2011 - December 2011
Workscape September 2008 - February 2009
State Street Securities Finance April 2008 - July 2008
Compuware September 2006 - October 2007
Fidelity Investments May 2004 - March 2006
Skills
Software Documentation, Troubleshooting, Databases, Requirements Gathering, Access, Visio, Analysis, Quality Assurance, User Acceptance Testing, Testing, Project Management, SharePoint, Quality Center, Test Planning, Vendor Management, Regression Testing, Business Analysis, SDLC, Software Development, Business Requirements, Systems Analysis, Technical Support, JCL, Requirements Analysis, Waterfall, Analytics
Education
Boston University 1991 — 1992
Business Applications Programmer Certificate Program, Business Applications Programming
Boston University
Computer Programming, Specific Applications
The TJX Companies, Inc. October 2014 - Present
Tewksbury Ma February 2014 - December 2014
Liberty Mutual - Dover , NH September 2013 - January 2014
NH Department of Corrections July 2013 - October 2013
Liberty Mutual Insurance January 2012 - May 2012
JPMorgan Chase & Co. March 2011 - December 2011
Workscape September 2008 - February 2009
State Street Securities Finance April 2008 - July 2008
Compuware September 2006 - October 2007
Fidelity Investments May 2004 - March 2006
Skills
Software Documentation, Troubleshooting, Databases, Requirements Gathering, Access, Visio, Analysis, Quality Assurance, User Acceptance Testing, Testing, Project Management, SharePoint, Quality Center, Test Planning, Vendor Management, Regression Testing, Business Analysis, SDLC, Software Development, Business Requirements, Systems Analysis, Technical Support, JCL, Requirements Analysis, Waterfall, Analytics
Education
Boston University 1991 — 1992
Business Applications Programmer Certificate Program, Business Applications Programming
Boston University
Computer Programming, Specific Applications
Steve Lachance's Fidelity Investments Experience October 2011 - Present
Job Lead QA UAT at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 2011 - Present
SJ Associates January 2010 - November 2011
Iron Mountain September 2008 - December 2009
Iron Mountain Digital 2003 - 2008
Ask Jeeves September 2000 - November 2002
Skills
Testing, Business Analysis, Perl, Quality Assurance, Databases, Agile Methodologies, Scrum, SDLC, User Acceptance Testing, SQL, Management, Unix, Requirements Analysis, Software Project..., Software Development, Integration
Education
Boston University 1995 — 2000
Fidelity Investments October 2011 - Present
SJ Associates January 2010 - November 2011
Iron Mountain September 2008 - December 2009
Iron Mountain Digital 2003 - 2008
Ask Jeeves September 2000 - November 2002
Skills
Testing, Business Analysis, Perl, Quality Assurance, Databases, Agile Methodologies, Scrum, SDLC, User Acceptance Testing, SQL, Management, Unix, Requirements Analysis, Software Project..., Software Development, Integration
Education
Boston University 1995 — 2000
Brad Westendorf's Fidelity Investments Experience 2007 - 2009
Job Senior Analyst Corporate Strategy and M&A at Milliken & Company
Industry Textiles
Experience
Milliken & Company 2013 - Present
Duff & Phelps 2011 - 2013
Kelley Financial Group 2009 - 2010
Fidelity Investments 2007 - 2009
Skills
Financial Analysis, Equities, Private Equity, Business Valuation, Bloomberg, Asset Management, FINRA Series 79, 7 & 63, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Modeling, Equity Valuation, Equity Research, Finance
Education
Boston University Questrom School of Business 2010 — 2012
Master of Science in Investment Management, High Honors
Miami University 2003 — 2007
Bachelor of Science in Business, Finance
Milliken & Company 2013 - Present
Duff & Phelps 2011 - 2013
Kelley Financial Group 2009 - 2010
Fidelity Investments 2007 - 2009
Skills
Financial Analysis, Equities, Private Equity, Business Valuation, Bloomberg, Asset Management, FINRA Series 79, 7 & 63, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Modeling, Equity Valuation, Equity Research, Finance
Education
Boston University Questrom School of Business 2010 — 2012
Master of Science in Investment Management, High Honors
Miami University 2003 — 2007
Bachelor of Science in Business, Finance
Thomas Babiarz's Fidelity Investments Experience October 2006 - October 2007
Job Sr. Project Manager
Industry Information Technology and Services
Experience
INSTEP Inc. April 2011 - Present
BAE Systems March 2008 - September 2009
PSSI December 2007 - March 2008
Fidelity Investments October 2006 - October 2007
Fidelity Investments June 1999 - January 2006
Skills
SDLC, Visio, Oracle, MS Project, PMP, PL/SQL, Quality Assurance, Process Improvement, Analysis, Six Sigma, Project Management, Management, Leadership, Oracle E-Business Suite, Business Process, Business Analysis, Software Project..., Strategy, Requirements Gathering, Business Process..., Vendor Management, Project Portfolio...
Education
Boston University 2000 — 2007
Professional, Project Management
Harvard University 2004 — 2006
Professional, Project Management
Bryant University 1995 — 1999
Bachelor of Science, Computer Information Systems
INSTEP Inc. April 2011 - Present
BAE Systems March 2008 - September 2009
PSSI December 2007 - March 2008
Fidelity Investments October 2006 - October 2007
Fidelity Investments June 1999 - January 2006
Skills
SDLC, Visio, Oracle, MS Project, PMP, PL/SQL, Quality Assurance, Process Improvement, Analysis, Six Sigma, Project Management, Management, Leadership, Oracle E-Business Suite, Business Process, Business Analysis, Software Project..., Strategy, Requirements Gathering, Business Process..., Vendor Management, Project Portfolio...
Education
Boston University 2000 — 2007
Professional, Project Management
Harvard University 2004 — 2006
Professional, Project Management
Bryant University 1995 — 1999
Bachelor of Science, Computer Information Systems
Doug Goodman's Fidelity Investments Experience July 2011 - July 2011
Job Senior Software Engineer, Flex RIA
Industry Computer Software
Experience
Affectiva April 2013 - August 2014
Nexage April 2012 - April 2013
Fidelity Investments July 2011 - July 2011
Intralinks June 2009 - June 2011
Intralinks June 2009 - June 2011
Tom Snyder Inc March 2008 - October 2009
Molecular 2007 - 2008
Fidelity Investments 2006 - 2007
Fidelity 2005 - 2007
IBM Global Services January 2000 - January 2006
Skills
User Experience, Flex, User Interface, RIA, ActionScript, User Interface Design, Information Architecture, Interaction Design, User-centered Design, User Experience Design, Accessibility, Usability, Android, Wireframes, AngularJS, Groovy/Grails API..., Unit Testing, Agile Methodologies, CSS, Front-end, JavaScript, MXML, Mobile Applications, Web Development
Education
Boston University - Metropolitan College 2013 — 2013
n/a, Rich Internet Application Development without Flash, A
Harvard University Continuing Education 2011 — 2011
n/a, Mobile Application Development, B
Massachusetts College of Art and Design 1988 — 1992
BFA, Design, Illustration Concentration
University of Massachusetts, Amherst 1983 — 1986
BA, Castillian Transformational Syntax
Affectiva April 2013 - August 2014
Nexage April 2012 - April 2013
Fidelity Investments July 2011 - July 2011
Intralinks June 2009 - June 2011
Intralinks June 2009 - June 2011
Tom Snyder Inc March 2008 - October 2009
Molecular 2007 - 2008
Fidelity Investments 2006 - 2007
Fidelity 2005 - 2007
IBM Global Services January 2000 - January 2006
Skills
User Experience, Flex, User Interface, RIA, ActionScript, User Interface Design, Information Architecture, Interaction Design, User-centered Design, User Experience Design, Accessibility, Usability, Android, Wireframes, AngularJS, Groovy/Grails API..., Unit Testing, Agile Methodologies, CSS, Front-end, JavaScript, MXML, Mobile Applications, Web Development
Education
Boston University - Metropolitan College 2013 — 2013
n/a, Rich Internet Application Development without Flash, A
Harvard University Continuing Education 2011 — 2011
n/a, Mobile Application Development, B
Massachusetts College of Art and Design 1988 — 1992
BFA, Design, Illustration Concentration
University of Massachusetts, Amherst 1983 — 1986
BA, Castillian Transformational Syntax
Suzette Maciel's Fidelity Investments Experience 2002 - 2007
Job Sr Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments - Boston, MA 2007 - Present
Fidelity Investments 2002 - 2007
Fidelity Investments 2000 - 2002
Skills
Project Portfolio..., PMO, Requirements Gathering, Software Project..., Business Analysis, Requirements Analysis, Vendor Management, Program Management, Risk Management, Visio, Financial Services, Process Improvement, Agile Methodologies
Education
Boston University
Bachelors, Economics, International Relations, French
Boston University Questrom School of Business
MBA, Business/ Finance
Fidelity Investments - Boston, MA 2007 - Present
Fidelity Investments 2002 - 2007
Fidelity Investments 2000 - 2002
Skills
Project Portfolio..., PMO, Requirements Gathering, Software Project..., Business Analysis, Requirements Analysis, Vendor Management, Program Management, Risk Management, Visio, Financial Services, Process Improvement, Agile Methodologies
Education
Boston University
Bachelors, Economics, International Relations, French
Boston University Questrom School of Business
MBA, Business/ Finance
Yunsheng Zhou's Fidelity Investments Experience Software EngineerFidelity InvestmentsAugust 2005 - August 2010
Job Senior Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Software EngineerFidelity InvestmentsAugust 2005 - August 2010
Education
Boston University 2003 — 2005
MS, Computer Engineering
Fidelity Investments Software EngineerFidelity InvestmentsAugust 2005 - August 2010
Education
Boston University 2003 — 2005
MS, Computer Engineering
Tabitha Pugliese's Fidelity Investments Experience July 2005 - July 2010
Job Requirements Management & Analysis at ICAP
Industry Financial Services
Experience
ICAP July 2010 - Present
Fidelity Investments July 2005 - July 2010
Fidelity Investments July 1997 - July 2005
Skills
Trading, Series 7, Equities, Trading Systems, Series 63, Electronic Trading, Analysis, Integration, Securities, Testing, SDLC
Education
Boston University 1992 — 1996
BA, Biology
ICAP July 2010 - Present
Fidelity Investments July 2005 - July 2010
Fidelity Investments July 1997 - July 2005
Skills
Trading, Series 7, Equities, Trading Systems, Series 63, Electronic Trading, Analysis, Integration, Securities, Testing, SDLC
Education
Boston University 1992 — 1996
BA, Biology
Susan Feldman's Fidelity Investments Experience 1987 - 1991
Job Editorial Director, Merrill Edge at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2014 - Present
Hill Holliday 2010 - February 2014
Hill Holliday 2008 - 2010
Putnam Investments 1993 - 2007
Worth Magazine 1991 - 1993
Fidelity Investments 1987 - 1991
Javelin Software 1985 - 1986
Little, Brown and Company 1975 - 1980
Skills
Editing, Writing, Social Media, Copywriting, Email Marketing, Social Media Marketing, Marketing Communications, White Papers, Advertising, Blogging, Integrated Marketing, Creative Direction, Online Advertising, Newsletters, Market Research, Marketing Strategy, Editorial, Digital Strategy, Copy Editing, Publications, Magazines, Publishing
Education
Simmons College - Simmons School of Management 1981 — 1983
Master of Business Administration (MBA), Marketing
Boston University 1975 — 1976
MFA, Creative Writing
Simmons College 1967 — 1971
B.A., English
Bank of America Merrill Lynch May 2014 - Present
Hill Holliday 2010 - February 2014
Hill Holliday 2008 - 2010
Putnam Investments 1993 - 2007
Worth Magazine 1991 - 1993
Fidelity Investments 1987 - 1991
Javelin Software 1985 - 1986
Little, Brown and Company 1975 - 1980
Skills
Editing, Writing, Social Media, Copywriting, Email Marketing, Social Media Marketing, Marketing Communications, White Papers, Advertising, Blogging, Integrated Marketing, Creative Direction, Online Advertising, Newsletters, Market Research, Marketing Strategy, Editorial, Digital Strategy, Copy Editing, Publications, Magazines, Publishing
Education
Simmons College - Simmons School of Management 1981 — 1983
Master of Business Administration (MBA), Marketing
Boston University 1975 — 1976
MFA, Creative Writing
Simmons College 1967 — 1971
B.A., English
Shelton Miller's Fidelity Investments Experience 1998 - 2006
Job System Test Engineer at Blue Cross Blue Shield
Industry Computer Software
Experience
Blue Cross Blue Shield of Massachusetts March 2009 - Present
CellExchange July 2006 - October 2008
Fidelity Investments 1998 - 2006
Fidelity Investments 1995 - 1998
First Data Corporation 1988 - 1995
Skills
Quality Center, XML, Testing, Bugzilla, Visual Studio, WinRunner, Software Development, Software Quality..., Oracle, VBScript, HTML, JavaScript, CVS
Education
Boston University
Computer Science coursework
Blue Cross Blue Shield of Massachusetts March 2009 - Present
CellExchange July 2006 - October 2008
Fidelity Investments 1998 - 2006
Fidelity Investments 1995 - 1998
First Data Corporation 1988 - 1995
Skills
Quality Center, XML, Testing, Bugzilla, Visual Studio, WinRunner, Software Development, Software Quality..., Oracle, VBScript, HTML, JavaScript, CVS
Education
Boston University
Computer Science coursework
Doug Kasper's Fidelity Investments Experience November 2012 - Present
Job Vice President Risk Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Fidelity Investments May 2009 - November 2012
Fidelity Investments January 2006 - February 2009
Fidelity Investments August 2002 - July 2006
Fidelity Investments June 2001 - August 2001
Fidelity Investments October 1999 - June 2001
Fidelity Investments April 1997 - September 1999
Fidelity Investments February 1994 - March 1997
Skills
Project Management, Process Improvement, Product Management, Strategy, Leadership, Analytics, Analysis, Management, Forecasting, Business Process, Change Management, Risk Management, Marketing, Financial Services, Finance
Education
Boston University Questrom School of Business 2000 — 2002
MBA, Marketing
University of Rochester 1989 — 1993
BA, Economics
Hamden Hall Country Day School 1983 — 1989
Fidelity Investments November 2012 - Present
Fidelity Investments May 2009 - November 2012
Fidelity Investments January 2006 - February 2009
Fidelity Investments August 2002 - July 2006
Fidelity Investments June 2001 - August 2001
Fidelity Investments October 1999 - June 2001
Fidelity Investments April 1997 - September 1999
Fidelity Investments February 1994 - March 1997
Skills
Project Management, Process Improvement, Product Management, Strategy, Leadership, Analytics, Analysis, Management, Forecasting, Business Process, Change Management, Risk Management, Marketing, Financial Services, Finance
Education
Boston University Questrom School of Business 2000 — 2002
MBA, Marketing
University of Rochester 1989 — 1993
BA, Economics
Hamden Hall Country Day School 1983 — 1989
Bill Alpert's Fidelity Investments Experience 1990 - 2000
Job Financial Reports Developer at ZOLL Medical Corporation
Industry Computer Software
Experience
ZOLL Medical Corporation August 2013 - Present
Camp Dresser & McKee, Inc. September 2005 - January 2013
Arbella Insurance Group April 2004 - September 2005
Vertex Pharmaceuticals 2001 - 2003
Fidelity Investments 1990 - 2000
Skills
Oracle E-Business Suite, Oracle PL/SQL..., Oracle Discoverer 10g, BI Publisher, Oracle, PL/SQL, OBI EE Repositories, Oracle Reports, Business Intelligence, ERP
Education
Boston University Graduate School of Management 1979 — 1983
MBA, IT, Finance, 3.4
ZOLL Medical Corporation August 2013 - Present
Camp Dresser & McKee, Inc. September 2005 - January 2013
Arbella Insurance Group April 2004 - September 2005
Vertex Pharmaceuticals 2001 - 2003
Fidelity Investments 1990 - 2000
Skills
Oracle E-Business Suite, Oracle PL/SQL..., Oracle Discoverer 10g, BI Publisher, Oracle, PL/SQL, OBI EE Repositories, Oracle Reports, Business Intelligence, ERP
Education
Boston University Graduate School of Management 1979 — 1983
MBA, IT, Finance, 3.4
Jason Collier's Fidelity Investments Experience February 2009 - September 2011
Job Director – Enterprise Program Office
Industry Financial Services
Experience
The Hanover Insurance Group December 2014 - Present
The Hanover Insurance Group September 2011 - December 2014
Fidelity Investments February 2009 - September 2011
Fidelity Investments September 2007 - February 2009
Fidelity Investments January 2007 - September 2007
ADP Retirement Services April 2005 - December 2006
ADP Retirement Services January 2005 - December 2006
ADP Retirement Services January 2004 - May 2005
Scudder Investments December 2001 - January 2004
Scudder Investments January 2001 - December 2001
Skills
Analysis, Leadership, Management, Process Improvement, Investments, Business Analysis, Financial Services, Mutual Funds, CRM, Vendor Management, Project Management, 401k, Risk Management, Relationship Management, Financial Analysis, Change Management, Financial Modeling, Capacity Planning, Lean Operations, Six Sigma, Insurance, Cross-functional Team..., Cross Functional..., Cross Functional Team..., Thought Leadership, Business Strategy, Technology Integration, Financial Statements, Operations Management, Service Operations, Strategy, Strategic Planning
Education
Clark University 2010 — 2013
MBA, Management, Sustainability & Social Change
Boston University - School of Management 2012 — 2012
Certificate in Service Operations Excellence, Operations Management
Franklin Pierce University 1997 — 1999
BS Financial Management, Finance, Economics, Computer Science
Johnson & Wales University 1995 — 1997
AS Finance & Investments, Finance, Investments, Economics
The Hanover Insurance Group December 2014 - Present
The Hanover Insurance Group September 2011 - December 2014
Fidelity Investments February 2009 - September 2011
Fidelity Investments September 2007 - February 2009
Fidelity Investments January 2007 - September 2007
ADP Retirement Services April 2005 - December 2006
ADP Retirement Services January 2005 - December 2006
ADP Retirement Services January 2004 - May 2005
Scudder Investments December 2001 - January 2004
Scudder Investments January 2001 - December 2001
Skills
Analysis, Leadership, Management, Process Improvement, Investments, Business Analysis, Financial Services, Mutual Funds, CRM, Vendor Management, Project Management, 401k, Risk Management, Relationship Management, Financial Analysis, Change Management, Financial Modeling, Capacity Planning, Lean Operations, Six Sigma, Insurance, Cross-functional Team..., Cross Functional..., Cross Functional Team..., Thought Leadership, Business Strategy, Technology Integration, Financial Statements, Operations Management, Service Operations, Strategy, Strategic Planning
Education
Clark University 2010 — 2013
MBA, Management, Sustainability & Social Change
Boston University - School of Management 2012 — 2012
Certificate in Service Operations Excellence, Operations Management
Franklin Pierce University 1997 — 1999
BS Financial Management, Finance, Economics, Computer Science
Johnson & Wales University 1995 — 1997
AS Finance & Investments, Finance, Investments, Economics
Valerie Berinson's Fidelity Investments Experience April 2011 - Present
Job Senior Data Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2011 - Present
StatWorks, Inc. January 2009 - April 2011
Chemware September 1999 - February 2000
Independent Consulting March 1998 - June 1999
GlaxoWellcome April 1993 - February 1994
Oracle April 1987 - October 1989
Raytheon Missile Systems February 1985 - April 1987
IBM May 1984 - August 1984
Education
Boston University 1986 — 1989
MS, Computer Science
Carnegie Mellon University 1982 — 1985
BS, Information Systems
Fidelity Investments April 2011 - Present
StatWorks, Inc. January 2009 - April 2011
Chemware September 1999 - February 2000
Independent Consulting March 1998 - June 1999
GlaxoWellcome April 1993 - February 1994
Oracle April 1987 - October 1989
Raytheon Missile Systems February 1985 - April 1987
IBM May 1984 - August 1984
Education
Boston University 1986 — 1989
MS, Computer Science
Carnegie Mellon University 1982 — 1985
BS, Information Systems
Steve Conrad's Fidelity Investments Experience August 2005 - July 2008
Job Vice President Program Management at Scivantage
Industry Computer Software
Experience
Scivantage April 2014 - Present
Scivantage May 2012 - April 2014
Scivantage September 2009 - May 2012
Fidelity Investments August 2005 - July 2008
Fidelity Investments June 2002 - August 2005
Fidelity Investments October 2000 - June 2002
Skills
Cost Basis SME, Product Management, Client Relationship..., SDLC, Requirements Gathering, Requirements Analysis, Fixed Income, Software Project..., Risk Management, Business Analysis, Project Management, Corporate Actions, SQL, Program Management, Financial Services, Cost Basis, Agile Methodologies, Enterprise Software, CRM, Vendor Management
Education
Boston University 2003 — 2004
BS, Management
Scivantage April 2014 - Present
Scivantage May 2012 - April 2014
Scivantage September 2009 - May 2012
Fidelity Investments August 2005 - July 2008
Fidelity Investments June 2002 - August 2005
Fidelity Investments October 2000 - June 2002
Skills
Cost Basis SME, Product Management, Client Relationship..., SDLC, Requirements Gathering, Requirements Analysis, Fixed Income, Software Project..., Risk Management, Business Analysis, Project Management, Corporate Actions, SQL, Program Management, Financial Services, Cost Basis, Agile Methodologies, Enterprise Software, CRM, Vendor Management
Education
Boston University 2003 — 2004
BS, Management
Toni Heney's Fidelity Investments Experience September 2000 - August 2008
Job Office Manager
Industry Financial Services
Experience
Heney Chiropractic Neurology Center July 2012 - Present
Fidelity Investments September 2000 - August 2008
Skills
Cash Management, Bank Reconciliation, Payments, Process Improvement, Back Office, Microsoft Excel, Customer Service, Banking
Education
Belmont High
Dipolma
Boston University
Dental Assisting/Assistant
Heney Chiropractic Neurology Center July 2012 - Present
Fidelity Investments September 2000 - August 2008
Skills
Cash Management, Bank Reconciliation, Payments, Process Improvement, Back Office, Microsoft Excel, Customer Service, Banking
Education
Belmont High
Dipolma
Boston University
Dental Assisting/Assistant
William LeFevre's Fidelity Investments Experience 1995 - 1998
Job Experienced Relocation Professional
Industry Consumer Services
Experience
Isaac's Moving and Storage November 2006 - Present
Centre Realy Group June 2004 - Present
Charles Schwab 1998 - 2002
Fidelity Investments 1995 - 1998
Education
Boston University 1983 — 1991
Bachelor of Science, Business Admistration/Human Resource Management
Isaac's Moving and Storage November 2006 - Present
Centre Realy Group June 2004 - Present
Charles Schwab 1998 - 2002
Fidelity Investments 1995 - 1998
Education
Boston University 1983 — 1991
Bachelor of Science, Business Admistration/Human Resource Management
Annie X. Wang's Fidelity Investments Experience January 2011 - April 2014
Job OchZiff Capital Management
Industry Investment Management
Experience
Och-Ziff Capital Management February 2015 - Present
Arrowstreet Capital May 2014 - February 2015
Fidelity Investments January 2011 - April 2014
BNY Mellon June 2010 - August 2010
KPMG July 2009 - August 2009
NIH May 2008 - August 2008
Education
Boston University Questrom School of Business 2007 — 2010
BSBA, Finance, Marketing
Och-Ziff Capital Management February 2015 - Present
Arrowstreet Capital May 2014 - February 2015
Fidelity Investments January 2011 - April 2014
BNY Mellon June 2010 - August 2010
KPMG July 2009 - August 2009
NIH May 2008 - August 2008
Education
Boston University Questrom School of Business 2007 — 2010
BSBA, Finance, Marketing
Suzy Sutton's Fidelity Investments Experience 2004 - 2006
Job Application Support Analyst at Kronos
Industry Computer Software
Experience
Kronos May 2015 - Present
Aspect Software May 2006 - August 2014
Fidelity Investments 2004 - 2006
Millipore 2002 - 2003
Aspen Technology 1998 - 2001
Skills
Business Analysis, Enterprise Software, ERP, Integration, Software Documentation, SQL, Software Project..., Visio, SaaS, Oracle Applications, Project Management, Cloud Computing, Vendor Management, Management, Hyperion Enterprise, Oracle E-Business Suite, Budgets, Cross Functional Team...
Education
Boston University
B.S., Business Administration
Framingham State College
B.S., M.Ed, Education
Kronos May 2015 - Present
Aspect Software May 2006 - August 2014
Fidelity Investments 2004 - 2006
Millipore 2002 - 2003
Aspen Technology 1998 - 2001
Skills
Business Analysis, Enterprise Software, ERP, Integration, Software Documentation, SQL, Software Project..., Visio, SaaS, Oracle Applications, Project Management, Cloud Computing, Vendor Management, Management, Hyperion Enterprise, Oracle E-Business Suite, Budgets, Cross Functional Team...
Education
Boston University
B.S., Business Administration
Framingham State College
B.S., M.Ed, Education
Dan Spinale's Fidelity Investments Experience October 1998 - February 2005
Job IT Project Manager at Cisco
Industry Information Technology and Services
Experience
Terenine Re-branded to Cloudwsell April 2012 - August 2013
ProBuild Holdings (Contract) November 2011 - April 2012
Cisco Systems March 2009 - March 2012
Chattanooga PMI Chapter 1998 - 2011
ProBuild Holdings March 2009 - December 2010
Precision Tune Auto Care March 2005 - September 2008
Fidelity Investments October 1998 - February 2005
Skills
Software Project..., Data Center, Project Management, Management, Team Building, Leadership, Vendor Management, SDLC, Program Management, Servers, Training, ITIL, Visio, Analysis, Project Portfolio..., MS Project, Integration, Operations Management, SharePoint, Windows Server, Technical Support, Networking, PMP, XP, Security, Troubleshooting, Disaster Recovery, Process Improvement, VMware, Windows, Active Directory, Infrastructure, Cloud Computing, System Administration, SAN, Software Documentation, IT Operations, Hardware, Information Technology, System Deployment, Software Installation, Storage Area Networks, Microsoft Exchange, Cisco Technologies, IT Management, Databases, IT Strategy, IT Service Management, Unix, Virtualization
Education
Boston University Questrom School of Business 2002 — 2002
Project management, Project management
Terenine Re-branded to Cloudwsell April 2012 - August 2013
ProBuild Holdings (Contract) November 2011 - April 2012
Cisco Systems March 2009 - March 2012
Chattanooga PMI Chapter 1998 - 2011
ProBuild Holdings March 2009 - December 2010
Precision Tune Auto Care March 2005 - September 2008
Fidelity Investments October 1998 - February 2005
Skills
Software Project..., Data Center, Project Management, Management, Team Building, Leadership, Vendor Management, SDLC, Program Management, Servers, Training, ITIL, Visio, Analysis, Project Portfolio..., MS Project, Integration, Operations Management, SharePoint, Windows Server, Technical Support, Networking, PMP, XP, Security, Troubleshooting, Disaster Recovery, Process Improvement, VMware, Windows, Active Directory, Infrastructure, Cloud Computing, System Administration, SAN, Software Documentation, IT Operations, Hardware, Information Technology, System Deployment, Software Installation, Storage Area Networks, Microsoft Exchange, Cisco Technologies, IT Management, Databases, IT Strategy, IT Service Management, Unix, Virtualization
Education
Boston University Questrom School of Business 2002 — 2002
Project management, Project management
Susan Blackwell's Fidelity Investments Experience April 2006 - December 2007
Job Experienced Writer, Instructional Designer, Course Developer, and Training Facilitator
Industry Writing and Editing
Experience
ABQ Health Partners May 2011 - Present
Information Mapping, Inc. June 2009 - January 2010
The Yacobian Group May 2008 - August 2008
Fidelity Investments April 2006 - December 2007
Hewlett-Packard April 2007 - August 2007
Compaq - Hewlett-Packard 1998 - 2005
Compaq 1998 - 2002
Digital Equipment Corporation 1981 - 1994
Skills
Instructional Design, Technical Writing, SnagIt, Captivate, Training Delivery, Program Management, Software Documentation, E-Learning, Employee Training, Hands-on Training, Instructor-led Training, Technical Documentation, Project Management, Training, SharePoint, FrameMaker, Blended Learning
Education
Boston University 1981 — 1982
Business Administration
ABQ Health Partners May 2011 - Present
Information Mapping, Inc. June 2009 - January 2010
The Yacobian Group May 2008 - August 2008
Fidelity Investments April 2006 - December 2007
Hewlett-Packard April 2007 - August 2007
Compaq - Hewlett-Packard 1998 - 2005
Compaq 1998 - 2002
Digital Equipment Corporation 1981 - 1994
Skills
Instructional Design, Technical Writing, SnagIt, Captivate, Training Delivery, Program Management, Software Documentation, E-Learning, Employee Training, Hands-on Training, Instructor-led Training, Technical Documentation, Project Management, Training, SharePoint, FrameMaker, Blended Learning
Education
Boston University 1981 — 1982
Business Administration
Stormy Weston's Fidelity Investments Experience 2007 - 2008
Job Insurance Professional
Industry Insurance
Experience
Fidelity Investments 2007 - 2008
Fidelity Investments 2006 - 2007
Fidelity Investments 2004 - 2006
CIEE 1999 - 2002
Skills
CRM, Training, Insurance, Customer Service, Cross-functional Team..., Sales, Program Management, Financial Services, Team Leadership, Fixed Annuities, SDLC, Business Analysis, Investments, Process Improvement, Vendor Management
Education
Boston University
MA, International Relations
University of Arizona
BA, Political Science
Fidelity Investments 2007 - 2008
Fidelity Investments 2006 - 2007
Fidelity Investments 2004 - 2006
CIEE 1999 - 2002
Skills
CRM, Training, Insurance, Customer Service, Cross-functional Team..., Sales, Program Management, Financial Services, Team Leadership, Fixed Annuities, SDLC, Business Analysis, Investments, Process Improvement, Vendor Management
Education
Boston University
MA, International Relations
University of Arizona
BA, Political Science
Suzanne Harkin's Fidelity Investments Experience August 2010 - March 2011
Job Administrative Assistant
Industry Hospital & Health Care
Experience
Blue Cross Blue Shield of Massachusetts July 2012 - Present
PepsiCo - Frito Lay March 2011 - July 2012
Fidelity Investments August 2010 - March 2011
COUNCIL OF JUVENILE CORRECTIONAL ADMINISTRATORS November 2009 - August 2010
Fidelity Investments 2001 - 2009
Fidelity Investments 2000 - 2001
Fidelity Investments Systems Company 1999 - 2000
Fidelity Investments Systems Company 1998 - 1999
Skills
Process Improvement, Time Management, Microsoft Excel, Coordinating Special..., Executive Calendar..., Organization &..., Employee Relations, Administrative..., Building Relationships, SharePoint, Outlook, Budgets, Cross-functional Team...
Education
University of Massachusetts Boston 1995 — 1998
BA, Sociology
Boston University 2009 — 2009
Cert, Paralegal Studies
Blue Cross Blue Shield of Massachusetts July 2012 - Present
PepsiCo - Frito Lay March 2011 - July 2012
Fidelity Investments August 2010 - March 2011
COUNCIL OF JUVENILE CORRECTIONAL ADMINISTRATORS November 2009 - August 2010
Fidelity Investments 2001 - 2009
Fidelity Investments 2000 - 2001
Fidelity Investments Systems Company 1999 - 2000
Fidelity Investments Systems Company 1998 - 1999
Skills
Process Improvement, Time Management, Microsoft Excel, Coordinating Special..., Executive Calendar..., Organization &..., Employee Relations, Administrative..., Building Relationships, SharePoint, Outlook, Budgets, Cross-functional Team...
Education
University of Massachusetts Boston 1995 — 1998
BA, Sociology
Boston University 2009 — 2009
Cert, Paralegal Studies
Faith Tsao's Fidelity Investments Experience 2011 - Present
Job Principal Fund Research Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2011 - Present
LPL Financial 2009 - 2011
Atlantic Trust 2004 - 2009
Fidelity Investments 1996 - 2004
Education
Boston University Questrom School of Business
MBA
Wellesley College
BA
Fidelity Investments 2011 - Present
LPL Financial 2009 - 2011
Atlantic Trust 2004 - 2009
Fidelity Investments 1996 - 2004
Education
Boston University Questrom School of Business
MBA
Wellesley College
BA
Wayne Hsiao's Fidelity Investments Experience December 2004 - September 2006
Job Project Manager PMP Certified
Industry Computer Software
Experience
INXPO, Inc March 2010 - March 2011
PC Connection April 2008 - March 2010
GovConnection, Inc November 2006 - March 2008
Fidelity Investments December 2004 - September 2006
The MathWorks Inc June 2002 - December 2004
Education
Boston University 2006 — 2008
Masters of Science, Project Management (MSPM)
Westfield State University 1998 — 2001
Bachelors of Science, Computer Science
INXPO, Inc March 2010 - March 2011
PC Connection April 2008 - March 2010
GovConnection, Inc November 2006 - March 2008
Fidelity Investments December 2004 - September 2006
The MathWorks Inc June 2002 - December 2004
Education
Boston University 2006 — 2008
Masters of Science, Project Management (MSPM)
Westfield State University 1998 — 2001
Bachelors of Science, Computer Science
Arjun Sud's Fidelity Investments Experience June 2011 - August 2011
Job Manager at Cognizant Business Consulting (Banking and Financial Services)
Industry Financial Services
Experience
Cognizant Banking and Financial Services June 2012 - Present
Fidelity Investments June 2011 - August 2011
Edison Mission June 2010 - August 2010
Ingersoll Rand Corporation June 2005 - July 2009
GE Healthcare January 2003 - August 2004
Skills
Six Sigma, Risk Management, Corporate Finance, Matlab, Derivatives, C++, Credit Risk, Fixed Income, Supply Chain, Options, Dodd-Frank, Leveraged Finance, VAR, Energy, Pricing, Distressed M&A, Financial Regulation, Analytics, Business Strategy, Financial Modeling, Financial Risk, Valuation
Education
Boston University - School of Management 2010 — 2012
Master of Business Administration (MBA), Finance, General
Boston University - School of Management 2009 — 2010
M.S, Financial Mathematics
Purdue University 2002 — 2005
B.S, Mechanical Engineering
Cognizant Banking and Financial Services June 2012 - Present
Fidelity Investments June 2011 - August 2011
Edison Mission June 2010 - August 2010
Ingersoll Rand Corporation June 2005 - July 2009
GE Healthcare January 2003 - August 2004
Skills
Six Sigma, Risk Management, Corporate Finance, Matlab, Derivatives, C++, Credit Risk, Fixed Income, Supply Chain, Options, Dodd-Frank, Leveraged Finance, VAR, Energy, Pricing, Distressed M&A, Financial Regulation, Analytics, Business Strategy, Financial Modeling, Financial Risk, Valuation
Education
Boston University - School of Management 2010 — 2012
Master of Business Administration (MBA), Finance, General
Boston University - School of Management 2009 — 2010
M.S, Financial Mathematics
Purdue University 2002 — 2005
B.S, Mechanical Engineering
Sourov Chatterjee SCPM's Fidelity Investments Experience June 2000 - August 2002
Job Head of Enterprise Data Architecture at Advent International Corporation
Industry Computer Software
Experience
Advent International Corporation November 2012 - Present
Randstad November 2009 - November 2012
Vantage Software January 2004 - November 2009
Vantage Software January 2006 - October 2007
Vantage Reporting March 2004 - June 2005
Fidelity Investments June 2000 - August 2002
Skills
Management, Databases, Strategic Planning, Project Management, SDLC, Business Analysis, Software Project..., Program Management, MS Project, Requirements Analysis, Vendor Management, IT Strategy, Business Intelligence, Requirements Gathering
Education
Boston University 2009 — 2013
Master in Computer Information Systems, Information System
Delhi University
Bachelor, Business Administration
Stanford University
Stanford Certified Project Manager
Advent International Corporation November 2012 - Present
Randstad November 2009 - November 2012
Vantage Software January 2004 - November 2009
Vantage Software January 2006 - October 2007
Vantage Reporting March 2004 - June 2005
Fidelity Investments June 2000 - August 2002
Skills
Management, Databases, Strategic Planning, Project Management, SDLC, Business Analysis, Software Project..., Program Management, MS Project, Requirements Analysis, Vendor Management, IT Strategy, Business Intelligence, Requirements Gathering
Education
Boston University 2009 — 2013
Master in Computer Information Systems, Information System
Delhi University
Bachelor, Business Administration
Stanford University
Stanford Certified Project Manager
Tom Asnault, PMP's Fidelity Investments Experience July 2011 - April 2012
Job Sr Project Manager at Blue Cross & Blue Shield of Rhode Island
Industry Information Technology and Services
Experience
Blue Cross & Blue Shield of Rhode Island August 2015 - Present
Commonwealth of Massachusetts September 2014 - May 2015
Dell October 2012 - July 2014
CVS Caremark Corporation April 2012 - October 2012
Fidelity Investments July 2011 - April 2012
Harvard University April 2011 - July 2011
Tufts University November 2010 - April 2011
Tufts Health Plan August 2010 - October 2010
HP Enterprise Services February 2007 - June 2010
Partners HealthCare January 2006 - January 2007
Skills
Information Security..., Product Management, Project Planning, Project Implementation, Project Delivery, Software Project..., Program Management, Business Analysis, SDLC, Integration, Vendor Management, Visio, Project Management, Business Process, Requirements Analysis, Management, Information Technology, Agile Methodologies, Process Improvement, Enterprise Software, IT Strategy
Education
Boston University - Metropolitan College
Quincy College
Blue Cross & Blue Shield of Rhode Island August 2015 - Present
Commonwealth of Massachusetts September 2014 - May 2015
Dell October 2012 - July 2014
CVS Caremark Corporation April 2012 - October 2012
Fidelity Investments July 2011 - April 2012
Harvard University April 2011 - July 2011
Tufts University November 2010 - April 2011
Tufts Health Plan August 2010 - October 2010
HP Enterprise Services February 2007 - June 2010
Partners HealthCare January 2006 - January 2007
Skills
Information Security..., Product Management, Project Planning, Project Implementation, Project Delivery, Software Project..., Program Management, Business Analysis, SDLC, Integration, Vendor Management, Visio, Project Management, Business Process, Requirements Analysis, Management, Information Technology, Agile Methodologies, Process Improvement, Enterprise Software, IT Strategy
Education
Boston University - Metropolitan College
Quincy College
Bradley B. Thibodeau | MBA | CFE | S7's Fidelity Investments Experience July 2004 - Present
Job Experienced Financial Crimes Investigator | Fidelity Investments | Executive MBA at BU | CFE | Series 7
Industry Financial Services
Experience
Fidelity Investments July 2004 - Present
Skills
Financial Services, Mutual Funds, Risk Management, AML, Series 7, Protection, Investments, Financial Analysis, Securities, Portfolio Management, Financial Risk, Fraud
Education
Boston University - School of Management 2012 — 2014
Executive MBA
University of New Hampshire 1998 — 2002
B.A., Criminal Justice
Fidelity Investments July 2004 - Present
Skills
Financial Services, Mutual Funds, Risk Management, AML, Series 7, Protection, Investments, Financial Analysis, Securities, Portfolio Management, Financial Risk, Fraud
Education
Boston University - School of Management 2012 — 2014
Executive MBA
University of New Hampshire 1998 — 2002
B.A., Criminal Justice
Stephen Benotti's Fidelity Investments Experience April 2008 - July 2009
Job Sr. Manager at CVS Health
Industry Information Technology and Services
Experience
CVS Caremark Corporation August 2015 - Present
CVS Caremark Corporation January 2014 - August 2015
CVS Caremark Corporation July 2013 - December 2013
Mercer August 2011 - July 2013
Fidelity Investments April 2008 - July 2009
Fidelity Investments 1992 - 2007
Skills
SQL Server Management..., Cognos, Financial Reporting, Retirement Plan..., Data Analysis, Data Mining, Cransoft, Health & Welfare..., 401k Plan Administration, Defined Benefit Plan..., business in, Quality Assurance, 401k, Defined Benefit, Requirements Gathering, MS Project, SQL, Leadership, Vendor Management, Business Requirements, Process Improvement, Management, Microsoft SQL Server, Business Intelligence, Program Management, Access, Project Management, Business Analysis, Employee Benefits, Cross-functional Team...
Education
Boston University 1998 — 2000
Project Management Certificate, Project Management
University of Massachusetts, Amherst
Operations and Information Management
BOA Cransoft Training
CVS Caremark Corporation August 2015 - Present
CVS Caremark Corporation January 2014 - August 2015
CVS Caremark Corporation July 2013 - December 2013
Mercer August 2011 - July 2013
Fidelity Investments April 2008 - July 2009
Fidelity Investments 1992 - 2007
Skills
SQL Server Management..., Cognos, Financial Reporting, Retirement Plan..., Data Analysis, Data Mining, Cransoft, Health & Welfare..., 401k Plan Administration, Defined Benefit Plan..., business in, Quality Assurance, 401k, Defined Benefit, Requirements Gathering, MS Project, SQL, Leadership, Vendor Management, Business Requirements, Process Improvement, Management, Microsoft SQL Server, Business Intelligence, Program Management, Access, Project Management, Business Analysis, Employee Benefits, Cross-functional Team...
Education
Boston University 1998 — 2000
Project Management Certificate, Project Management
University of Massachusetts, Amherst
Operations and Information Management
BOA Cransoft Training
Tyler Burbridge's Fidelity Investments Experience November 2004 - August 2005
Job Senior Associate at PwC
Industry Management Consulting
Experience
PwC July 2015 - Present
Deloitte September 2012 - June 2015
Deloitte January 2011 - September 2012
MetLife June 2007 - January 2011
MetLife September 2005 - June 2007
Fidelity Investments November 2004 - August 2005
Skills
VBA, SAS, Actuarial Science, Pensions, Risk Management, Financial Analysis, Predictive Modeling, Financial Modeling, BO Web Intelligence, Crystal Xcelsius 2008, Business Intelligence
Education
Boston University 2002 — 2004
MS, Actuarial Science
College of the Holy Cross 1998 — 2002
BA, Mathematics
PwC July 2015 - Present
Deloitte September 2012 - June 2015
Deloitte January 2011 - September 2012
MetLife June 2007 - January 2011
MetLife September 2005 - June 2007
Fidelity Investments November 2004 - August 2005
Skills
VBA, SAS, Actuarial Science, Pensions, Risk Management, Financial Analysis, Predictive Modeling, Financial Modeling, BO Web Intelligence, Crystal Xcelsius 2008, Business Intelligence
Education
Boston University 2002 — 2004
MS, Actuarial Science
College of the Holy Cross 1998 — 2002
BA, Mathematics
Shihab Chowdhury's Fidelity Investments Experience June 2011 - August 2011
Job IT Project Manager at The Hartford
Industry Financial Services
Experience
The Hartford May 2015 - Present
The Hartford July 2012 - Present
Boston University IT Help Center September 2011 - May 2012
Fidelity Investments June 2011 - August 2011
Skills
Business Analysis, Agile & Waterfall..., Project Management, Java, SDLC, Enterprise Architecture, Process Improvement, Mentoring, Leadership, Databases, Data Analysis, Visio, SQL, SharePoint, Eclipse, Python, Microsoft Excel, Sparx Enterprise..., Visual Basic, Matlab, UML
Education
Boston University 2014 — 2016
Master of Science (M.S.), Computer Information Systems
Boston University - School of Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Management Information Systems and Finance
The Hartford May 2015 - Present
The Hartford July 2012 - Present
Boston University IT Help Center September 2011 - May 2012
Fidelity Investments June 2011 - August 2011
Skills
Business Analysis, Agile & Waterfall..., Project Management, Java, SDLC, Enterprise Architecture, Process Improvement, Mentoring, Leadership, Databases, Data Analysis, Visio, SQL, SharePoint, Eclipse, Python, Microsoft Excel, Sparx Enterprise..., Visual Basic, Matlab, UML
Education
Boston University 2014 — 2016
Master of Science (M.S.), Computer Information Systems
Boston University - School of Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Management Information Systems and Finance
Suzanne Sweet's Fidelity Investments Experience 1999 - 2005
Job Pension Administration Consultant, Unit Leader at Towers Watson
Industry Management Consulting
Experience
Towers Watson March 2006 - Present
Fidelity Investments 1999 - 2005
Skills
Management Consulting, Pension Administration, Employee Benefits, Qualified Retirement..., Project Management, Consulting
Education
Boston University
Master of Science (MS), Actuarial Science
Towers Watson March 2006 - Present
Fidelity Investments 1999 - 2005
Skills
Management Consulting, Pension Administration, Employee Benefits, Qualified Retirement..., Project Management, Consulting
Education
Boston University
Master of Science (MS), Actuarial Science
Van Eswara, CFA's Fidelity Investments Experience September 2006 - Present
Job Trader at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2006 - Present
Fidelity Investments July 2003 - September 2006
Standish Mellon Asset Management 1993 - 2003
Skills
Municipal Bonds, Trading, Fixed Income, Quantitative Analytics, Sports Management, CFA, Portfolio Management, Money Market, Investments, Asset Management
Education
Boston University 2000 — 2002
Master of Business Administration (M.B.A.), Finance
University of Vermont 1988 — 1992
Bachelor of Arts (B.A.), Economics/History
Fidelity Investments September 2006 - Present
Fidelity Investments July 2003 - September 2006
Standish Mellon Asset Management 1993 - 2003
Skills
Municipal Bonds, Trading, Fixed Income, Quantitative Analytics, Sports Management, CFA, Portfolio Management, Money Market, Investments, Asset Management
Education
Boston University 2000 — 2002
Master of Business Administration (M.B.A.), Finance
University of Vermont 1988 — 1992
Bachelor of Arts (B.A.), Economics/History
Susan Chaney's Fidelity Investments Experience 2000 - 2003
Job Sr. Business Analyst at PNC
Industry Hospital & Health Care
Experience
PNC July 2014 - Present
Greater Cleveland RTA August 2013 - Present
Kaiser Foundation Health Plan May 2009 - July 2013
National City Bank May 2003 - June 2005
EMC July 2001 - June 2003
Fidelity Investments 2000 - 2003
Skills
Healthcare Information..., Business Analysis, Healthcare, Process Improvement, Change Management, HIPAA, EHR, Business Process..., Management Consulting, Performance Improvement, EMR, Healthcare Management, Project Management, Software Documentation, Quality Assurance
Education
Harvard Business School 1997 — 1999
Network Architecture, Information Technology
Boston University
Certification, Information Technology
PNC July 2014 - Present
Greater Cleveland RTA August 2013 - Present
Kaiser Foundation Health Plan May 2009 - July 2013
National City Bank May 2003 - June 2005
EMC July 2001 - June 2003
Fidelity Investments 2000 - 2003
Skills
Healthcare Information..., Business Analysis, Healthcare, Process Improvement, Change Management, HIPAA, EHR, Business Process..., Management Consulting, Performance Improvement, EMR, Healthcare Management, Project Management, Software Documentation, Quality Assurance
Education
Harvard Business School 1997 — 1999
Network Architecture, Information Technology
Boston University
Certification, Information Technology
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank