Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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Fidelity Investments Employees
Fidelity Investments December 2014 - Present
Fidelity Investments February 2014 - December 2014
UniFirst Corporation November 2013 - January 2014
Dj's Famous Wings March 2013 - December 2013
Boston Business Concepts Inc. November 2012 - February 2013
Dynamic Acquisitions March 2012 - November 2012
Skills
Sales, Customer Service, Marketing, Direct Sales, Public Speaking, Catering, Cooking, Social Networking, Sales Management
Education
Bridgewater State University 2007 — 2011
Bachelor's of Art, Business/Corporate Communications and Video Productions
Upper Cape Cod Regional Technical School 2003 — 2007
Diploma, Culinary Arts and Related Services
Topco Associates LLC November 2007 - Present
All States Rentals September 2005 - October 2007
Fidelity Investments March 2000 - September 2005
State Street 1998 - 2000
Skills
Cross-functional Team..., Contract Negotiation, Customer Service, Ariba, Management, Negotiation, Process Improvement, Procurement, Purchasing, Project Management, Sales, Sourcing, Forecasting, Global Sourcing, Inventory Management, Retail, Pricing, Strategic Sourcing, Strategic Planning, Supply Chain, Supply Chain Management, Supply Management, Team Building, Vendor Management
Education
Northeastern University - Graduate School of Business Administration 2001 — 2004
MBA
Bridgewater State University 1993 — 1997
BS, Finance, Economics
Fidelity Investments June 2015 - Present
Ascensus October 2014 - Present
University of Utah - Employment 2014 - 2014
Santander Bank, N.A. 2013 - 2013
Providence College September 2011 - 2013
Tabor Academy June 2011 - August 2011
Skills
Microsoft Excel, Research, Microsoft Word, Social Media, Microsoft Office, PowerPoint
Education
Bridgewater State College 2013 — 2015
Economics
Providence College 2011 — 2013
Business/Managerial Economics
Ahold 2014 - Present
Human Resources Benefits Analytics 2013 - Present
Ahold 2012 - 2013
Fidelity Investments December 2011 - February 2012
The Vierra Group 2011 - 2011
New York Life Insurance Company 2006 - 2008
Mercer 2005 - 2006
Putnam Investments 2000 - 2005
Skills
Human Resources, Employee Benefits, Management, Leadership, Project Management, HTML, Employee Relations, Investments, CRM, Finance, CSS, Program Management, Analysis, Mutual Funds, Access, Benefits Administration, HRIS, JavaScript, Training, Pensions, New Business Development, Business Planning, Vendor Management, Mergers & Acquisitions, Onboarding, Deferred Compensation, employee benefit..., health plan design and..., Employee Wellness..., Workers Compensation, Taxation of Group..., Achieving Employee..., Performance Appraisal, International Human..., Compensation Management..., Establishing Internal..., Job Analysis in Job..., Person Based Pay Systems, Attracting and..., Managing the...
Education
University of Pennsylvania - The Wharton School 2013 — 2016
Certified Employee Benefits Specialist Program
Xaverian Brothers High School
Stonehill College
Bachelor of Science, Finance
Bridgewater State College
Certificate in building web pages, Web Development
* January 2014 - Present
Fidelity Investments June 2011 - December 2013
Fidelity Investments January 2011 - April 2011
South Shore Habitat for Humanity August 2009 - August 2010
Fidelity Investments July 2006 - December 2008
Fidelity Investments December 2005 - June 2006
Fidelity Investments July 2004 - December 2005
Skills
Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, Mircosoft PowerPoint, Microsoft CRM, Microsoft Office..., Adobe Acrobat, Visio, Expense Reports, Customer Service, Presentations, Public Speaking, Project Management, Program Management, Process Improvement, Newsletters, Volunteer Management, Flickr
Education
Bridgewater State University
Bachelor of Arts, Communication
North Kingstown High School
Liberal Arts and Sciences, General Studies and Humanities
Mercer January 2008 - Present
Fidelity Investments October 1996 - December 2007
Securtity Federal Savings Bank August 1987 - August 1996
Skills
Six Sigma, Risk Management, Business Process, Continuous Improvement, Organizational..., Leadership, Customer Satisfaction, Operational Excellence, Business Process..., Business Process..., Process Improvement, Metrics, Process Engineering, Balanced Scorecard, Vendor Management, Management, Team Building, Business Process Mapping, Performance Improvement, Change Management, Financial Services, Process Management, Outsourcing, Program Management, Performance Management, Business Analysis, Coaching, Black Belt, Training, Business Transformation, Cross-functional Team..., Strategy, Organizational Design, PMO, Management Consulting, Process Excellence
Education
Bridgewater State University
BS, Management Science
Fidelity Investments January 2007 - September 2013
Fidelity Investments August 2004 - January 2007
Fidelity Investments September 2003 - August 2004
Fidelity Investments March 1999 - August 2003
Skills
Mutual Funds, Process Improvement, Investments, Risk Management, Business Analysis, Customer Service, Data Analysis, Project Management, Leadership, Microsoft Excel, Securities, Finance, Opening New Accounts, Maintenance Management, Money Transfers
Education
Bridgewater State University 1991 — 1994
Bachelor of Science (BS), Sociology, 3.2
Massasoit Community College 1988 — 1991
Associate of Science (AS), Liberal Arts and Sciences/Liberal Studies
Century 21 Commonwealth October 2011 - Present
REMAX Executive Realty May 2010 - September 2011
Nasuti's Notes August 2009 - August 2011
Fidelity Investments 1994 - 2008
Fidelity Investments May 2000 - May 2002
Fidelity Investments October 1998 - May 2000
Fidelity Investments January 1997 - October 1998
Fidelity Investments June 1995 - January 1997
Fidelity Investments October 1994 - June 1995
West Lynn Creamery March 1992 - October 1994
Skills
Marketing Communications, Strategic Communications, Food Allergies, Asthma, Competitive Intelligence, Market Analysis, Research, Advocacy, Realty, Market Research, Real Estate, Sellers, Negotiation, Customer Relations, Public Speaking, Contract Negotiation, Investors, Real Property, Management, Training, Sales, Leadership, Strategy, Investments, Selling, Marketing, Relocation, Short Sales, Foreclosures, Marketing Strategy, Buyer Representation, Buyers, Condos, ABR, Referrals, Seniors, Home Staging, Luxury, Property, Seller Representation, Relocation Buyers, National Association of..., FHA, Listing Homes, First Time Home Buyers, Investment Properties, Residential Homes, Single Family Homes, Real Estate Transactions, New Home Sales
Education
Salem State University 1994 — 2000
Master's, Business
Bridgewater State University 1987 — 1991
Bachelor of Arts, Communications
Bridgewater State University 1986 — 1991
Bachelor of Arts (BA), Communication and Media Studies
Fidelity Investments August 2015 - Present
Massachusetts General Hospital February 2013 - August 2015
Massachusetts General Hospital June 2012 - February 2013
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Access, PeopleSoft
Education
Bridgewater State University 2010 — 2012
Bachelor of Science (BS), Accounting and Finance
Nalco, an Ecolab company September 2014 - Present
Clean Harbors February 2012 - August 2014
Five Star Quality Care May 2009 - February 2012
Fidelity Investments July 2006 - March 2009
Boston Red Sox May 2003 - July 2006
Skills
Microsoft Office, Management, Team Leadership, Customer Service, Environmental Compliance, Environmental Science, Environmental..., RCRA, DOT regulations, Massachusetts..., Hazardous Waste..., Waste Management, Waste Treatment, Wastewater Treatment, Solid Waste, Wastewater, MODFLOW, Transport and Disposal, Project Management, Access, Security, Outlook
Education
University of Massachusetts at Lowell 2010 — 2013
Master of Science (MS), Environmental Engineering Sciences
University of Massachusetts Boston 2009 — 2010
Engineering, Physics, Chemistry
Bridgewater State University 2002 — 2006
BA Communications, Communications, Public Relations
Fidelity Investments February 2012 - Present
Fidelity Investments May 1986 - October 2010
Fidelity 1986 - October 2010
Fidelity Service Company May 1986 - April 1993
Fidelity Service Company May 1986 - February 1989
United States Air Force September 1976 - August 1980
Skills
Business Analysis
Education
Bridgewater State University 1983 — 1986
BS, Managment
Massasoit Community College 1980 — 1982
Citizens Bank September 2013 - Present
Citizens Bank January 2010 - Present
Citizens Bank July 2011 - September 2013
Citizens Bank January 2011 - July 2011
Citizens Bank August 2009 - January 2011
Fidelity Investments January 2009 - August 2009
Citizens Bank June 2008 - December 2008
Citizens Bank April 2007 - June 2008
Mary Kay Sales Director 2003 - 2007
FM Global 2001 - 2003
Skills
Visio, MS Project, Word, Excel, PowerPoint, RoboHelp, Documentation, Microsoft Office, Six Sigma, Process Improvement, Change Management, Project Management, Business Analysis, Technical Writing, SharePoint, Team Leadership, Risk Management, SDLC, Strategic Planning, Business Process..., Manuals, Business Requirements, Adobe Acrobat, Basel II, Requirements Analysis, Business Process, Analysis, Microsoft Excel, Microsoft Word, Software Documentation, Lean Champion, Insurance, Strategy, Requirements Gathering, Portfolio Management, Business Transformation, Quality Assurance, Microsoft Project
Education
Bridgewater State University 1984 — 1989
Bachelors, Business with concentration in Mktg
North Attleboro High 1981 — 1985
Bryant University
Project Management
Bryant University
Business analysis
InterGen January 2015 - Present
InterGen April 2008 - December 2014
Fidelity Investments March 2006 - March 2008
First Marblehead December 2003 - March 2006
Skills
HRIS, Human Resources, Recruiting, Employee Relations, Performance Management, PeopleSoft, Employee Benefits, Training, Payroll, Energy, Microsoft Excel, Microsoft Office, Workday, Benefits Administration
Education
Bridgewater State University 1999 — 2003
Bachelors of Science
Biofin Associates - Confidential Client November 2011 - July 2012
GCC September 2010 - September 2011
Vertex Pharmaceuticals March 2009 - May 2010
Fidelity Investments February 2007 - December 2008
Fidelity Investments February 2005 - February 2007
Fidelity Investments 2000 - 2004
KPMG Consulting/Bearingpoint May 1999 - February 2000
Oracle Consulting 1996 - 1999
Cambridge Technology Partners 1995 - 1996
Skills
Financial Modeling, Pharmaceutical Industry, Cross-functional Team..., Risk Management, Business Process..., Competitive Analysis, CRM, Enterprise Software, Program Management, Business Process..., Strategy, Strategic Planning, Business Intelligence
Education
University of Florida 1991 — 1993
MBA, Marketing, Finance
Bridgewater State University
Fidelity Investments August 2004 - Present
Emergency Response Training Associates, Inc. February 2009 - June 2012
TJ Maxx March 2003 - July 2004
Skills
Asset Protection, CCTV, Interviews, Leadership, Microsoft Excel, Microsoft Office, Physical Security, PowerPoint, Risk Assessment, Risk Management, Security, Team Leadership, Training, Security Management, Project Management
Education
Bridgewater State University 1998 — 2002
Bachelor's, Criminal Justice
Biogen Idec May 2003 - January 2011
EMC 1999 - 2003
Data General 1998 - 1999
Fidelity Investments February 1996 - January 1998
Skills
Talent Management, Performance Management, Human Resources, Employee Relations, Recruiting, Employee Engagement, Succession Planning, Training, Interviews, Leadership Development, Employee Benefits, Leadership, Strategy, Management, Cross-functional Team...
Education
Emmanuel College 1999 — 2002
2002, Masters - Human Resource Management
Bridgewater State University 1989 — 1996
1996, Bachelors- Communicaiton
Fidelity Investments 2000 - Present
Hedge School 1984 - 2000
Plymouth Public Schools 1984 - 2000
Central Texas College 1976 - 1977
Merrill Lynch 1972 - 1976
Skills
Vendor Management, Outlook, Excel, Customer Relations, Administrative Support, Administrative..., Customer Service, Microsoft Excel, Visio, Process Improvement, Project Management, Quality Assurance, Risk Management, Management, Access, Business Analysis, Lotus Notes, Change Management, Program Management
Education
Fisher College 1998 — 2000
AS, Computer Technology
Bridgewater State University 1981 — 1982
incomplete, English
Regis College 1967 — 1969
incomplete, English
Fidelity Investments February 2012 - Present
Fidelity Investments June 2008 - February 2012
Fidelity Investments May 2001 - March 2005
Fidelity Investments January 1999 - May 2001
Skills
Requirements Gathering, Management, Business Analysis, Business Requirements, Management Consulting, Series 7, Series 24, Service Delivery, Strategy, Program Management, Risk Management, Vendor Management, SDLC, Visio, CRM, Process Improvement, Software Documentation, Call Centers, Change Management, Quality Assurance, Business Process..., Requirements Analysis
Education
Norwich University 2009 — 2011
MBA, Finance
Bridgewater State College 1991 — 2006
Bachelor of Arts (B.A.), Sociology
Bessemer Trust August 2015 - Present
FaustEffects Design & Photography 2010 - Present
AccruePartners September 2014 - June 2015
Onward Search December 2013 - September 2014
Vantage Deluxe World Travel October 2012 - December 2013
Fidelity Investments March 2007 - October 2012
Boston Globe June 2006 - March 2007
Skills
Email Marketing, Marketing, Responsive Email Design, Email Design, Web Design, WordPress, Salesforce.com, Salesforce.com..., Illustrator, Graphic Design, Photoshop, CSS, Adobe Creative Suite, Adobe Creative Cloud, Logo Design, Google Analytics, Layout, HTML, Graphics, Microsoft Office, Analytics, Adobe Acrobat, User Experience, Online Marketing, Strategy, InDesign, Brochures, Photography, Brand Development, Creative Direction, Online Advertising, Dreamweaver, CMS, Social Media Marketing, Interactive Marketing, HTML + CSS, CS5, PowerPoint, Packaging, Corporate Branding, User Interface Design, Cvent
Education
American Graphics Institute 2015 — 2015
Sessions College for Professional Design 2008 — 2010
Master's Certificate
University of Phoenix 2003 — 2005
MBA
Bridgewater State University 1992 — 1997
Bachelor’s Degree
Confetti Gifts May 2013 - Present
Cumberland Farms April 2013 - May 2013
Cumberland Gulf Gr January 2012 - March 2013
Cumberland Farms Gulf Oil September 2011 - May 2012
Fidelity Investments December 2006 - December 2010
DentaQuest Ventures LLC March 2006 - December 2006
Greater Boston Properties January 2003 - February 2006
Fidelity Investments December 2000 - December 2002
US Navy 1993 - 1997
Skills
Human Resources, Outlook, Administrative..., Event Planning, Microsoft Excel, Budgets, PowerPoint, Microsoft Word, Microsoft Office, Organizational..., Negotiation, Project Management, Process Improvement, Retail, Employee Relations, Corporate Gifts, Gift Baskets, Gifts
Education
Framingham State College 2012 — 2014
BA Liberal Studies, Sociology
Bridgewater State University 2000 — 2001
Cape Cod Community College 1998 — 2000
Texas A&M University-Commerce 1991 — 1993
CTI - Coaches Training Institute
CoActive Coaching
TD Ameritrade June 2015 - Present
E*TRADE Financial Corporation February 2014 - June 2015
ING U.S. November 2011 - January 2014
Columbia Management January 2011 - November 2011
Fidelity Investments November 2003 - August 2010
CitiStreet April 2000 - October 2003
State Street May 1997 - April 2000
Skills
Series 7, Series 6, Series 65, Series 63, CRPC, CMFC, CRPS, Investment Advisory, Wealth Management, Refereeing, Drums, Stock Trading
Education
Bridgewater State University
Bachelor of Communication
Bryant University
Certified Financial Planning Certificate, Financial Planning and Services
TJX October 2013 - Present
Genzyme, a Division of Sanofi Global 2011 - Present
National Grid 2009 - May 2011
Fidelity Investments March 2007 - June 2009
Skills
Full-cycle Recruiting, Executive Coaching, Performance Management, Organizational Design, Organizational..., Organizational Change, Compensation, Employee Relations, Employee/Labor Relations, Leadership Development, Team Leadership, Talent Assessment, Talent Development, Talent Management, Succession Planning, Workforce Planning, Change Management, Deferred Compensation, Onboarding, Start-ups, Industrial Relations, Strategic Planning, SDLC, Strategy, HRIS, Recruiting, Management, Leadership, Mergers & Acquisitions, Business Strategy
Education
Clark University 1999 — 2002
MBA, Global Business
Bridgewater State College 1991 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Providence College 1989 — 1990
Martignetti Companies February 2013 - Present
Martignetti/Commonwealth Wine December 2009 - February 2013
Commonwealth Wine December 2008 - December 2009
Jefferies & Company August 2006 - April 2008
Fidelity Investments March 2005 - August 2006
Skills
Sales, Retail, Merchandising, Brand Management, Sales Operations, Pricing, Customer Service, Key Account Development, Account Management, Sales Management, Marketing, Direct Sales, Forecasting, Key Account Management, Market Planning, Management, Marketing Strategy, Beverage Industry, Inventory Management, Wine
Education
Bridgewater State College 2003 — 2005
Bachelor of Arts degree, Communication; Communication Studies and Public Relations
Partners In Health December 2014 - Present
Partners In Health October 2013 - December 2014
Partners in Health May 2013 - October 2013
Fidelity Investments March 2012 - November 2012
Fidelity Investments February 2011 - March 2012
William J. Clinton Foundation January 2009 - December 2010
CRA International February 2007 - August 2008
Fidelity Investments May 2000 - February 2007
DHR International 1999 - 2000
Xavier Associates 1994 - 1998
Skills
Recruiting, Sourcing, Staff Development, Cold Calling, Research, Data Mining, Talent Acquisition, Applicant Tracking..., College Recruiting, Talent Management, Onboarding, Employee Relations, PeopleSoft, Screening Resumes, Employee Benefits, Interviews, Executive Search, Screening, Temporary Placement
Education
Bridgewater State University 1990 — 1994
BS
Wheelock College 1990 — 1990
Altus Retirement Services LLC. March 2006 - Present
Fidelity Investments February 2004 - August 2005
The Chase Manhattan Bank August 2004 - November 2004
Putnam Investments August 2000 - February 2004
Skills
Business Analysis, Investments, Asset Managment, Fixed Annuities, Insurance, Process Improvement, Federal Benefits, Military Benefits, US Postal Service..., Mutual Funds, Finance, Retirement Planning, Leadership
Education
Bridgewater State University 2004 — 2004
None, Managerial Finance
Utah State University 2001 — 2004
Economics, Finance
Utah Valley University 1996 — 1997
Generals
Senior UX Designer June 2015 - Present
TIAA-CREF February 2013 - April 2015
NTT DATA November 2009 - March 2013
The Office of the Chief Technology Officer, Government of the District of Columbia June 2008 - December 2009
Fidelity Investments February 2006 - February 2008
Jack Morton Worldwide 2005 - 2006
State Street Bank May 2000 - January 2005
Skills
Portals, Information Architecture, Data Visualization, Mobile Applications, Graphic Design, Brand Development, User Experience, Interaction Design, User-centered Design, User Interface Design, Usability Testing, Prototype, Creative Direction, Dashboard, E-commerce, Web Design, User Interface, Prototyping, Dashboards, Wire Framing, CMS, Mobile Devices, Web Applications, Art Direction, Visual Design, User Scenarios, Information Design, Usability, Usability Engineering, Heuristic Evaluation, Persona, User Experience Design, Axure, Mobile Design, Accessibility, Experience Design, User Research, Strategy, Agile Methodologies, Consulting, Adobe Creative Suite, CSS, HTML, Wireframes
Education
General Assembly 2015 — 2015
Web Design Circuit
New Horizons Computer Learning Center of Raleigh-Durham-Chapel Hill 1999 — 2001
Novell Certified Internet Business Strategist, Web Design
Massachusetts College of Art and Design 1984 — 1987
Graphic Design
Bridgewater State University 1982 — 1984
Liberal Arts
Fidelity Investments September 2015 - Present
Fidelity Investments April 2012 - Present
Adviser Investments September 2009 - March 2012
Kobren Insight Management September 2009 - December 2011
Fidelity Investments 1995 - September 2009
BayBank 1993 - 1995
Skills
Mutual Funds, Investment Advisory, Retirement Planning, Asset Allocation, Asset Managment, Investments, Series 7, Series 63, Retirement
Education
College for Financial Planning 2004 — 2004
CRPC
Bridgewater State University 1980 — 1984
BS, Education
Catholic Memorial 1976 — 1980
HS
Fidelity Investments July 2007 - Present
Fidelity Investments January 2006 - June 2007
Fidelity Investments October 2003 - December 2005
Fidelity Investments January 2001 - September 2003
Fidelity Investments September 1999 - December 2000
Fidelity Investments January 1994 - August 1999
Fidelity Investments August 1992 - December 1993
Fidelity Investments May 1991 - July 1992
Fidelity Investments March 1989 - April 1991
Skills
SQL, Visual Basic, Visual Studio, Microsoft SQL Server, Oracle, SharePoint, SDLC, Mercury Test Tools, CSS, JavaScript, XML, HTML, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Project, Visual Basic for..., Business Process...
Education
Worcester Polytechnic Institute 2000 — 2001
Certificate, Client/Server Technology
Bridgewater State University 1984 — 1988
BA, Communications, Public Relations, Management Science
Veritude, LLC Systems Analyst/Project ManagerVeritude, LLCApril 2007 - Present
Fidelity Investments July 1997 - May 2006
Education
Bridgewater State University 1981 — 1983
Fidelity Investments April 2014 - Present
Fidelity Investments January 2012 - October 2013
Fidelity Investments July 2010 - January 2012
Fidelity Investments January 2007 - June 2010
Skills
Series 7, Business Analysis, Financial Services, Investment Advisory, Portfolio Management, Series 63, Finance, Wealth Management
Education
Curry College 2009 — 2011
MBA, Business Administration and Management, General
Bridgewater State College 2000 — 2005
Bachelor of Science (BS), Business Management
BBC International February 2007 - Present
Sun Life Financial April 2006 - February 2007
Fidelity Investments November 1997 - April 2006
Skills
Retail, Merchandising, New Business Development, Product Development, Marketing, Sales
Education
Bridgewater State College 1988 — 1993
Business, Management, Marketing, and Related Support Services
Executive Office of Health and Human Services 2010 - Present
Comm. of Mass/DMH 1991 - 2010
Fidelity Investments 1987 - 1988
Education
Bridgewater State College 1980 — 1985
Bachelor of Science (BS), Computer Science
Bristol Community College 1976 — 1980
Associate's Degree-Computer Programming, Computer Science
vBODA Solutions, LLC January 2008 - Present
Fidelity Investments February 2006 - February 2009
Fidelity Investments January 2005 - February 2006
Fidelity Investments May 2003 - January 2005
Fidelity Investments November 2000 - May 2003
Fidelity Investments February 2000 - November 2000
Fidelity Investments May 1999 - February 2000
Fidelity Capital Markets June 1995 - May 1999
CORPORATE SOFTWARE INC. January 1995 - June 1995
CORPORATE SOFTWARE INC. September 1994 - January 1995
Skills
Network Administration, Linux, Windows Server, Technical Support, VMware, Servers, Project Management, XML, Management, SQL, Integration, Windows
Education
Bridgewater State University 1986 — 1989
Medway High School 1980 — 1985
Springstone Financial LLC June 2014 - Present
Freelance June 2011 - Present
Connelly Partners April 2014 - May 2014
Fidelity Investments August 2011 - March 2014
Cambridge Biomarketing February 2008 - May 2011
Cambridge BioMarketing January 2003 - January 2008
Freelance March 1997 - December 2002
Fidelity Investments Ad Agency 1999 - 2002
BBK Worldwide May 1992 - February 1997
Skills
Marketing, Direct Mail, Integrated Marketing, Digital Strategy, Creative Direction, Digital Marketing, Advertising, Management, Creative Strategy, Brand Development, Interactive Marketing, Art Direction, Email Marketing, Trade Shows, Collateral, Concept Development, Corporate Branding, Interactive Advertising, Production Planning, Production Management
Education
Bridgewater State College
Bachelor of Arts (BA), Fine and Studio Arts
Brown Brothers Harriman July 2008 - December 2012
Fidelity Investments May 2003 - May 2007
Fidelity Investments September 2001 - December 2002
Fidelity Investments June 1995 - August 2001
Skills
Human Resources, Talent Management, Onboarding, Change Management, Succession Planning, Workforce Planning, Talent Acquisition, Employee Relations, Applicant Tracking..., HRIS, Organizational Design, Deferred Compensation, PeopleSoft, Employee Engagement, Employee Benefits
Education
Lesley University 2000 — 2002
MA, Management
Bridgewater State College 1991 — 1995
BA, Communications
Bank of America September 2011 - Present
Fidelity Investments September 2007 - September 2011
Putnam Investments 2007 - 2007
Citizens Bank 2004 - 2005
Fleet Bank 2000 - 2004
Skills
MS Project, Oracle, Microsoft SQL Server, SQL, Project Management, Requirements Gathering, Program Management, PL/SQL, Enterprise Software, Software Documentation, Access, Testing, User Acceptance Testing, Microsoft Project
Education
Northeastern University 2001 — 2002
Graduate Certificate, Computer and Information Sciences and Support Services
Bridgewater State College 1984 — 1988
Business Administration and Management, General
Fidelity Investments August 2010 - Present
Fidelity Investments August 2008 - August 2010
Fidelity Investments 1997 - 2008
Fidelity Investments April 1994 - August 1997
Skills
Series 63, Series 7, Series 24, Wealth Management, Series 66, Financial Planning, Financial Sales, Equity Trading, Estate Planning, Certified Financial...
Education
Bridgewater State College 1990 — 1994
Bachelor of Science, Finance
Fidelity Investments Software EngineerFidelity1999 - Present
Education
Bridgewater State University
Hitachi Data Systems April 2014 - Present
Coverity January 2013 - April 2014
GE Healthcare January 2006 - January 2013
IDX January 1998 - January 2006
Fidelity Investments 1997 - 1998
Skills
Software Development, Software Engineering, Software Design, Database Design, SDLC, Java, Oracle SQL, Multithreading, Agile Methodologies, Scrum, Eclipse, Ant, SQL, XML, Microsoft SQL Server, PL/SQL, Linux, HP-UX, Windows, VB, VBScript, JavaScript, JDBC, Prototype.js, Tomcat, AJAX, HTML, CSS, ASP, JSP, Apache Commons, Httpd, Struts, XSLT, SOAP, Axis2, Jenkins, X12, Subversion, Client/server, JUnit, TCP/IP, NIO, JMS, JSON, Swing, Healthcare Information..., HL7, Oracle, Testing
Education
Bridgewater State College 1993 — 1997
Bachelor of Science (B.S.), Economics
Noble and Greenough 1985 — 1987
Fidelity Investments April 2012 - Present
Fidelity Inv May 2010 - Present
Fidelity Investments 1998 - Present
Fidelity 1998 - Present
RTM 2010 - 2011
InterPay 1996 - 1998
InterPay 1996 - 1998
Stream International June 1995 - May 1996
Stream International/Corporate Software 1991 - 1992
Skills
SDLC, Requirements Analysis, Agile Methodologies, Business Analysis, Software Project..., Vendor Management, Program Management, Multi-channel Campaign..., Process Improvement, Requirements Gathering, Visio, Integration, Unica Affinium Campaign, Cross-functional Team..., Project Portfolio..., IT Strategy, Enterprise Architecture
Education
Regis University 2001 — 2003
Master of Science (MS), Data Modeling/Warehousing and Database Administration
Bridgewater State College 1991 — 1995
Bachelor's degree, Political Science and Government
Regis University
Regis University
Regis University
north attleboro high school
Fidelity Investments Dallas Stars ContributorThehockeywriters.comOctober 2014 - Present
Education
Bridgewater State University 1988 — 1992
Bachelor’s Degree, Sociology
PI Worldwide October 2014 - Present
Dunkin Brands July 2010 - Present
LaMark Consulting January 2009 - Present
PI Worldwide 2014 - 2015
Fidelity Investments April 2006 - December 2009
Axcelis Technologies February 2000 - January 2006
TAC Worldwide 1998 - 2000
GTE Internetworking 1996 - 1998
Skills
Instructional Design, E-Learning, Training, Consulting, Talent Management, Leadership Development, Organizational..., Needs Analysis, Workshop Facilitation, Performance Management, Captivate, Organizational..., Employee Training, Leadership, Blended Learning, Instructor-led Training, Strategy, Learning Management...
Education
Lesley University 1991 — 1993
Masters, Training and Development
Bridgewater State College 1970 — 1974
Bachelor of Arts (BA), Earth Science and Geology
Lifespan May 2013 - Present
NA Council on Aging 2010 - 2013
Home Instead Senior Care 2008 - 2009
Jack Conway & Co., Inc. 2007 - 2008
City of Central Falls, RI 2000 - 2006
Coopers & Lybrand Consulting 1997 - 2000
Metro Information Services 1992 - 1995
BostonGas, Co 1988 - 1992
Fidelity Investments 1987 - 1988
Peter R Johnson and Associates 1987 - 1988
Skills
Customer Service, Databases, Microsoft Word, Analysis, Hospitals, Research, COBOL, Nonprofits, Fundraising, Microsoft Excel, Public Speaking, Community Outreach, Programming, Newsletters, SQL, Team Building, Teaching, Editing, Microsoft Office, Curriculum Design
Education
University of Rochester 1977 — 1981
Bachelor of Arts (B.A.), 1) English and 2) Communications Analysis
Bridgewater State College
Teaching Certification, Elementary Education and Teaching
United States of America Triathlon (USAT) 2007 - present March 2006 - Present
Boston Athletic Association - BAA April 2004 - Present
TRI3 Sports LLC June 2009 - June 2011
Watertown and Belmont Public Schools March 2009 - April 2011
Community Running May 2006 - March 2009
Craft/Karhu Performance Apparel 2007 - May 2008
Belmont Wheelworks 1999 - 2007
Cybex International 1999 - 2001
Thomson Financial 1995 - 1999
Fidelity Investments 1992 - 1995
Education
Shaanxi Normal University 1998 — 1999
Bridgewater State College 1984 — 1989
Randstad Technologies US June 2014 - Present
KeyWebStop Digital Production Services May 2000 - Present
89 Degrees, Inc. October 2011 - June 2014
RE Mentor, Inc 2008 - 2009
Fidelity Investments 2007 - 2008
Brown University 2000 - 2006
Honeywell DMC Services Inc 1987 - 2000
Dartmouth Public Schools 1974 - 1987
University of Texas at Austin 1985 - 1986
Skills
CSS, JavaScript, Video, DHTML, XHTML, WordPress, PHP, Databases, User Interface Design, Google Analytics, Web Development, User Experience, Information Architecture, Web Design, Email Marketing, HTML, Website Development, Interaction Design
Education
Bridgewater State University
Masters of Arts, Teaching; Physical Science
Northeastern University
Web Development Certification Program
The University of Texas at Austin
Graduate Courses in Science Education
University of Massachusetts Dartmouth
Bachelor, Arts; Sociology and Education
Fidelity Investments February 1999 - Present
BankBoston February 1990 - November 1998
Education
Bridgewater State University
Communications, Concentration: Public Relations
Kony, Inc. November 2014 - Present
Allied Specialty Vehicles, Inc. November 2013 - October 2014
Fidelity Investments August 2009 - March 2013
Fidelity Investments August 2007 - July 2009
Grant Thornton June 2004 - August 2007
Grant Thornton LLP 2001 - 2004
Grant Thornton LLP 1999 - 2001
Skills
Tax Research, Corporate Tax, Tax, Tax Accounting, Accounting, International Tax, SEC filings, CPA, Income Tax, GAAP, Sarbanes-Oxley Act, US GAAP, Tax Law, FIN 48, Financial Reporting, Tax Returns, Internal Controls, Auditing, Financial Accounting, Tax Preparation, US Tax, Revenue Recognition, Sarbanes-Oxley, Partnership Taxation, Due Diligence, Mergers & Acquisitions, Financial Statements, External Audit, State Tax, SEC Filings
Education
Bridgewater State University 1984 — 1988
Bachelor, Management Science - Accounting
D'Amore-McKim School of Business at Northeastern University
Master of Science, Taxation
Linedata November 2010 - Present
Fidelity Investments November 2006 - November 2010
Fidelity Investments June 2005 - November 2006
Skills
Business Analysis, SQL, Investments, Requirements Analysis, Analysis, Market Data, Agile Methodologies, SDLC, Trading Systems, Databases, Financial Services
Education
Bridgewater State College 2002 — 2006
Bachelor of Applied Science (BASc), Management Information Systems, General
Sovos Compliance April 2015 - Present
PRISYM ID April 2014 - April 2015
Raytheon 2009 - March 2014
Fidelity Investments April 2007 - February 2009
Raytheon 2001 - 2007
Clark University 1999 - 2002
Davox 2000 - 2001
IBM 1999 - 2000
Skills
Systems Engineering, Systems Integration, Product Demonstrations, Requirements Management, Process Implementation, Custom Reporting..., Project Planning, Pre-Sales Technical..., Training Delivery, Technical Documentation, Tool Administration, Software Installation, Software Documentation, Requirements Analysis, Requirements Gathering, Systems Analysis, Soccer Coaching, Social Media, Technology Solutions
Education
Bridgewater State College 1994 — 1996
Bachelor of Science (B.S.)
Becker College 1992 — 1994
Associate of Science (A.S.)
Winthrop Public Library & Museum April 2015 - Present
Saugus Public Library June 2011 - April 2015
Bacon Free Library December 2004 - June 2011
Fidelity Investments 2004 - 2004
Brockton Hospital 1974 - 2004
Skills
Community Outreach, Library, Library Science, Books, Library Management, Social Media, Team Leadership, Public Libraries, Microsoft Office, Policy, Social Networking, Public Relations, Program Management, Budgets, Libraries
Education
Simmons College 2001 — 2004
Masters in Library Science, Library and Information Science
Bridgewater State University 1995 — 1999
BS, Psychology
Fidelity Investments January 2015 - Present
Fidelity Investments October 2007 - December 2014
Putnam Investments 2001 - 2007
Partners HealthCare March 1998 - December 2001
Brigham and Women's Hospital May 1992 - March 1998
Skills
Performance Management, Employee Benefits, Onboarding, Executive Pay, Succession Planning, Talent Acquisition, Benefits Administration, Employee Engagement, Human Resources, Recruiting, Process Improvement
Education
Northeastern University 2011 — 2015
Master of Business Administration (MBA)
Lesley University 1995 — 2002
MS, HR Management
Bridgewater State University 1988 — 1992
BS, Industrial Psychology
Your Theatre, Inc. July 2013 - Present
Sullivan and Cogliano January 2013 - June 2013
Sun Life Financial 2007 - 2012
Fidelity Investments 2006 - 2007
John Hancock Life Insurance Company (U.S.A.) 2001 - 2006
Blue Cross Blue Shield of Massachusetts 1998 - 2001
Digital Equipment Corporation 1984 - 1998
Skills
Forecasting, Financial Reporting, Financial Planning and..., Budgeting, Accounting Operations..., Process Improvement, Activity Based Costing, Cost Allocation, Financial Audits, Financial Modeling, Capital Budgeting, Team Management, Certified MOS Excel, Certified MOS Word, Powerpoint, Hyperion, Oracle, Budgets, Variance Analysis, Business Process..., Analysis
Education
Suffolk University 1981 — 1982
Exec MBA, Finance
Bridgewater State College
Bachelor's degree, Mathematics
Fidelity Investments June 2015 - Present
Fidelity Investments April 2012 - June 2015
Fidelity Investments May 2008 - April 2012
Fidelity Investments July 2005 - May 2008
Skills
Essbase, Financial Modeling, Financial Reporting, Mutual Funds, Financial Analysis, Analysis, Bloomberg, Finance, Microsoft Office
Education
The University of Dallas 2013 — 2015
Master of Business Administration (MBA), Project Management
Bridgewater State University 2004 — 2008
Bachelor of Science Degree, Accounting
Fidelity Investments March 2012 - Present
Fidelity Investments July 2010 - March 2012
Fidelity Investments July 2006 - July 2010
Fidelity Investments May 2002 - July 2006
Fidelity Investments April 2000 - May 2002
Creative Production Company May 1996 - April 2000
Skills
Lead Generation, Relationship Management, Online Marketing, Marketing Strategy, Marketing Communications, Product Management, Integrated Marketing, Financial Services, Email Marketing, Analytics, CRM, Direct Mail, Direct Marketing, Marketing, SEO, Salesforce.com, Strategy, Vendor Management
Education
Clark University 2001 — 2004
MBA, Marketing
Bridgewater State University 1992 — 1994
B.S., Marketing
DCampbell LLC March 2012 - Present
Senior Operations, Metal Bellows August 2010 - March 2012
Fidelity Investments April 2010 - September 2010
Nuance Communications September 2009 - April 2010
American Tower Corporation October 2002 - September 2009
Whitbread Technology Partners February 2001 - April 2002
Aspen Technology March 1999 - March 2001
Oracle Corporation November 1996 - April 1998
Skills
Oracle E-Business Suite, Oracle Applications, ERP, Accounts Payable, Oracle, Accounts Receivable, General Ledger, Business Analysis, Business Process, Requirements Analysis, Software Documentation, Requirements Gathering, Financials, Systems Analysis, Business Intelligence, Integration, SDLC, Fixed Assets, Project Management, OBIEE
Education
Suffolk University - Sawyer Business School 1990 — 1993
MBA
Bridgewater State University 1984 — 1988
BS, Management
BMC October 2012 - Present
BMC April 2012 - October 2012
BMC July 2011 - April 2012
Fidelity Investments March 2010 - July 2011
Fidelity Investments June 2006 - January 2010
Fidelity Investments September 2007 - February 2009
Fidelity Investments May 2001 - June 2006
Fidelity Investments July 1999 - May 2001
Fidelity Investments June 1998 - July 1999
Fidelity Investments March 1998 - June 1998
Skills
ITIL Foundation, Situational Leadership, Six Thinking Hats, Coaching for Success, Updating Systems..., Microsoft Certified..., Private pilot license..., Windows Server, Technical Support, Coaching, Windows 2000, ITIL, Enterprise Architecture, SharePoint, Servers, Active Directory, System Administration, Disaster Recovery, Vendor Management, NT 4.0, Microsoft Certified..., Updating, SAN, IIS, Business Analysis, Integration, IT Strategy
Education
Bridgewater State University 1991 — 1997
B.S, Aviation Science; management
Bridgewater State University 1991 — 1997
Bachelor of Science (BS), Aviation
Fidelity Investments July 2010 - Present
Fidelity Investments December 2007 - July 2010
Fidelity Investments October 2002 - December 2007
Fidelity Investments March 2001 - October 2002
Fidelity Investments July 1999 - March 2001
Fidelity Investments April 1996 - July 1999
Federated Investors September 1994 - March 1996
Skills
SDLC, Business Analysis, Leadership, Visio, Requirements Gathering, Requirements Analysis, Process Improvement, Mutual Funds, Business Requirements
Education
Salve Regina University 2003 — 2006
MBA, Business Administration, 3.97
Bridgewater State College 1990 — 1994
Bachelor of Science, Management
Fidelity Investments July 2004 - December 2012
Fidelity Investments September 1996 - July 2004
Putnam Investments February 1987 - September 1996
Skills
SQL, JavaScript, XSLT, XML, ClearCase, Visual Studio, Fileaid, Endeavor, IBM Utilities, VSAM, SPUFI, CICS, ISPF, MVS, TSO, JCL, IBM Mainframe, DB2, COBOL, HTML, RAD, Websphere, ASP.NET, Microsoft SQL Server, Platinum
Education
Bridgewater State College 1982 — 1986
Bachelor of Science (BS), Computer Science
fidelity retail client services 1977 - 1989
fidelity investments 1977 - 1989
Education
Bridgewater State University 1971 — 1975
BA, English
DDNE Technology and Design November 2003 - Present
Mortgage Financial, Inc. March 2013 - February 2014
Giga Information Group, Norwell, MA July 1996 - May 2003
State Street August 1990 - May 1996
Fidelity Investments January 1981 - April 1988
Skills
Social Media, SaaS, Lead Generation, Market Research, Product Marketing
Education
Bridgewater State University 1987 — 1990
Bachelors, Business Management
miEdge May 2014 - Present
Retirement Alliance, Inc. June 2008 - February 2014
Fidelity Investments June 2006 - June 2008
Fidelity Investments November 2005 - June 2006
Fidelity Investments September 2004 - November 2005
Skills
401k, Defined Benefit, Retirement, Customer Service, Employee Benefits, Microsoft Office, Salesforce.com, Training, SRT, Retirement Planning, Retirement Plan..., Cash Balance, Pensions, ERISA, DOL
Education
Bridgewater State University 1999 — 2003
Bachelor, Psychology
Fidelity Investments September 2010 - Present
Fidelity Investments October 2006 - September 2010
Skills
SDLC, Financial Services, Business Analysis, Mutual Funds
Education
Bridgewater State University 1991 — 1993
Bachelor of Science, Business Management
Fidelity Investments June 2008 - February 2009
Fidelity Investments June 2007 - February 2009
Fidelity Investments April 2007 - June 2008
Fidelity Investments October 2006 - April 2007
Fidelity Investments October 2005 - October 2006
Protocol Integrated Direct Marketing 2002 - 2005
Protocol Marketing 2002 - 2005
Education
Bridgewater State University 1997 — 2002
BA, English
Fidelity Investments 1998 - 2006
Education
University of Massachusetts Dartmouth 1976 — 1979
Master of Science, Electrical Engineering
University of Massachusetts Dartmouth 1974 — 1976
Master of Science, Physics
Bridgewater State University 1961 — 1965
Bachelor of Science, Mathematics/Physics
EMC October 2010 - Present
Codman & Shurtleff, Inc. February 2010 - October 2010
Fidelity Investments January 2010 - January 2010
Lowe Enterprises July 2007 - July 2009
ACCESS DIABETIC SUPPLY, INC April 2006 - July 2007
CH2M HILL August 2005 - March 2006
Skills
Accounting, Financial Analysis
Education
Bridgewater State University 2009 — 2011
Master of Science, Management
Ithaca College 2001 — 2005
B.S., Accounting
High School of Economics & Finance 1998 — 2001
NES Financial September 2014 - Present
The Switch September 2012 - August 2014
Self Employed Tutor September 2009 - May 2014
The Switch March 2012 - September 2012
Next Generation Vending July 2011 - October 2011
SunGard January 2008 - June 2010
Robert Half Management Resources 2006 - 2008
State Street Bank January 2006 - June 2006
Fidelity Investments January 1999 - January 2006
Fidelity Investments January 1998 - January 1999
Skills
Accounting, Consolidated Financial..., Financial Statements, Month End Close, Cash Management, Cash Flow Forecasting, Variance Analysis, General Ledger, Year End Audit, Team Management, Account Reconciliation, Accounts Payable, Accounts Receivable, Fixed Assets, Payroll, Customer Service, Microsoft Excel, Investran, Sage Accounting, Oracle, Oracle Discoverer, Accounting Systems..., Essbase
Education
Walden University 2010 — 2012
M.S.A., Accountancy
Bridgewater State University 1991 — 1995
Bachelor of Science, Business Administration/Finance
N/A Application Processor and VerifierLiaison InternationalJuly 2013 - September 2013
Tufts Medical Center March 2013 - March 2013
Tufts Medical Center November 2012 - December 2012
Partners HealthCare February 2012 - August 2012
JOHN HANCOCK FINANCIAL SERVICES September 2011 - December 2011
METROPOLITAN INSURANCE COMPANY March 2011 - April 2011
Fidelity Investments November 2010 - January 2011
Bank of America April 2010 - October 2010
BANK OF AMERICA – MERRILL CORP April 2010 - October 2010
Genzyme September 2009 - December 2009
Skills
Accurate Data Entry, Microsoft Office, 10 Key, 10,000 keystrokes per..., Healthcare, Accounting, Financial Analysis, Administrative..., Microsoft Excel, Outlook
Education
New York Film Academy 2001 — 2001
Film, Film
Bridgewater State College 2000 — 2000
None, Undeclared
Tudor Construction Co., Inc. January 2002 - Present
CPS Direct 1994 - 1996
CPS Direct, Inc. 1989 - 1996
Fidelity Investments 1986 - 1989
Skills
Account Management, Marketing Communications, New Business Development, Marketing Strategy, Marketing, Sales, Project Management, Advertising, Direct Marketing, Email Marketing, Budgets, Customer Service, Social Media, Integrated Marketing
Education
Bridgewater State College 1982 — 1986
BA, Communications
Fidelity Investments July 2002 - March 2013
Alliance Consulting July 2002 - December 2004
Commonwealth of Massachusetts October 1987 - June 2001
Skills
Unix Shell Scripting, Microsoft Excel, Autosys, Systems Analysis, MS Project, Project Management, Agile Methodologies, SQL Tuning, Visio, SQL, RSA eFN, FFIEC, Oracle SQL, PowerPoint, Oracle Fusion Middleware, Perl Script, Endpoint Security, Quest Tools, PADI Divemaster, Rescue Diver, CRM, ETL, Data Warehousing, Business Process..., Quality Assurance, Oracle, Microsoft Project
Education
Clark University 1997 — 1997
Oracle DBA Cert, Oracle DBA cert
Bridgewater State College 1986 — 1991
BS, Sociology
Kaplan Continuing Education January 2010 - January 2012
State Street August 2005 - December 2009
State Street February 1998 - April 2002
Fidelity Investments August 1996 - February 1998
Skills
Business/Systems Analyst, Project Coordination, Senior Programmer..., Training, PMO, SDLC, Vendor Management, Business Continuity, Team Leadership, Risk Management, Management/Systems..., Integration, Program Management, Software Documentation
Education
Bridgewater State College 1972 — 1977
Geography & Urban Planning
University of New Hampshire 1969 — 1971
Home Economics
Fidelity Investments November 2010 - Present
Verizon Communications January 2005 - June 2010
Verizon April 2001 - June 2010
Verizon Communications January 2001 - January 2004
ARC of Greater January 1997 - January 1999
Skills
eye for detail, productive high volume/..., well organized
Education
Bridgewater State College 1994 — 1997
B.A.of Science, Physical Education/Motor Development Therapy
Community College of Rhode Island 1992 — 1994
Associates, General Studies
Fidelity Investments February 2007 - February 2011
Fidelity Investments 2007 - 2011
Law Office of John T Plouffe January 2003 - December 2006
Fidelity Investments July 1998 - January 2003
Education
Bridgewater State University 2003 — 2006
Bachelor of Science (B.S.), Psychology, Summa Cum Laude
Fidelity Investments July 2014 - Present
Pyramis Global Advisors October 2005 - July 2014
Fidelity Investments June 1996 - October 2005
Skills
Financial Services, Asset Management, Risk Management
Education
Suffolk University 1996 — 1998
Master of Science (M.S.), Finance, General
Bridgewater State College 1990 — 1994
Bachelor of Arts (B.A.), Business Administration and Management, General
Babson Capital Management September 2014 - Present
Strategic Outsourcing, Inc. July 2009 - Present
BB&T June 2013 - August 2014
Comprehensive Benefits Solutions May 2007 - July 2009
Fidelity Investments 1996 - 2005
Skills
Mergers, ERISA, Microsoft Excel, Lexis, Employee Benefits, Insurance, Westlaw, Employment Law, Legal Research, Editing
Education
Bridgewater State College 1993 — 1995
Bachelor's degree, English Literature
Plymouth State University