Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Fidelity Investments August 2015 - Present
Lanyon February 2015 - July 2015
University of Texas at Arlington May 2014 - July 2015
University of Texas at Arlington February 2014 - May 2015
Onsaemiro Inc. February 2013 - February 2015
University of Texas at Arlington May 2013 - August 2013
DCCCD May 2012 - August 2012
DCCCD September 2011 - August 2012
DCCCD February 2011 - May 2012
Skills
Algorithms, Programming, Databases, SQL, Microsoft Office, Microsoft SQL Server, Microsoft Excel, Data Analysis, PowerPoint, Leadership, Integration, Management, Access, Software Development, Software Project..., Software Documentation, Android Development, C++, C, C#, Customer Service, Java, JavaScript, Pascal, Python, Information Security, Scheme
Education
The University of Texas at Arlington 2012 — 2015
Bachelor’s Degree, Computer Science - Summa Cum Laude, 3.94/4.0
Brookhaven Community College 2008 — 2012
Associate of Science (A.S.), 4.0/4.0
Le Hong Phong
Fidelity Investments June 2015 - Present
O&G Studio January 2015 - February 2015
Peter Davis Builders, Inc. May 2014 - August 2014
Rhode Island School of Design September 2013 - May 2014
Mercer Island Thrift Shop June 2013 - September 2013
Skills
Industrial Design, Product Design, SolidWorks, Photoshop, Illustrator, InDesign, Sketching, Model Making, Concept Development, Rhino 3D, Illustration, Adobe Creative Suite, Graphic Design, Drawing, Photography, Logo Design, Microsoft Office, Typography, Metal Fabrication, Painting
Education
Rhode Island School of Design 2012 — 2016
BFA Industrial Design, Industrial and Product Design
Brown University 2014 — 2015
The Bush School 2009 — 2012
Fidelity Investments December 2013 - Present
Enterprise Rent-A-Car February 2013 - April 2013
Florida Gulf Coast University January 2012 - April 2013
Florida Gulf Coast University 2012 - 2013
Skills
Event Planning, PowerPoint, Public Speaking, Microsoft Office, Student Development, Teaching, Microsoft Word, Microsoft Excel, Social Media, Fundraising, Community Outreach, Nonprofits, Facebook, Customer Service, Editing, Program Development, Event Management, Data Entry, Time Management, Social Networking, Administrative..., Leadership Development, Training, Social Media Marketing, Leadership, Sales, Management, Public Relations, Marketing Strategy, Strategy, Data Analysis, Marketing, Teamwork, Marketing Communications, Market Research
Education
Florida Gulf Coast University 2010 — 2013
BS Marketing, Marketing/Marketing Management, General
Florida Gulf Coast University 2010 — 2013
BS Management, Entrepreneurial and Small Business Operations
College Leadership Florida 2011 — 2011
Broward Community College 2008 — 2010
Associate's degree, Management
Institution Saint Louis de Gonzague 1999 — 2006
High School Diploma
Stock Rover July 2014 - Present
Brown Daily Herald Inc. September 2012 - December 2013
Fidelity Investments June 2013 - August 2013
The College Fix May 2013 - August 2013
The Brown Spectator June 2012 - June 2013
Brown Political Review March 2012 - December 2012
Stock Rover June 2012 - August 2012
University of Maryland June 2010 - August 2010
Representative Peter Roskam (IL), United States Congress June 2009 - August 2009
Skills
Business Strategy, Applied Mathematics, Computer Science, Start-ups, Feature Articles, News Writing, Editorial, Web Content, Content Strategy, Journalism, Copy Editing, Editing, Publications, Magazines, Newspapers, Mobile Applications, Publishing, Web Development, Programming, Writing, Design, JavaScript, Ruby on Rails, Java, SQL, Analytics, Mathematics
Education
Brown University 2010 — 2014
Bachelor of Science (BS), Applied Math and Computer Science
Denton Regional Medical Center (subsidiary hospital of HCA) May 2014 - August 2014
Medical Center of Mckinney January 2014 - May 2014
Gaylord Texan 2010 - 2012
Sutera Spa 2007 - 2010
WM Financial Services 2007 - 2007
Fidelity Investments 2006 - 2006
Ameriprise Financial Services 2004 - 2006
Self Employed 2003 - 2004
Skills
Healthcare, Teaching, Data Entry, Licensing, Leadership, Microsoft Office, Spanish, Microsoft Excel, SPSS, Critical Thinking, Customer Service, Teamwork, Hospitals, Microsoft Word, Therapeutic Massage, Research, Cpr Certified, Public Speaking, Clinical Research, Higher Education, Nutrition, Access, Statistics, Event Planning, Finance, PowerPoint, Nonprofits, Data Analysis
Education
Brookhaven Community College 2014 — 2014
Advanced Technical Certificate, Computed Tomography
Brookhaven Community College 2012 — 2013
Associate in Applied Science, Radiologic Sciences
University of California, Irvine
Bachelor of Arts (BA), Economics
Allstate November 2014 - Present
Fidelity Investments December 2013 - November 2014
Brown University February 2013 - May 2013
Elevate ROI June 2012 - August 2012
Northwestern Mutual May 2011 - January 2012
Skills
Investments, Economics, Financial Analysis, Financial Modeling, Portfolio Management, Valuation, Strategic Planning, Strategic Financial..., Bloomberg, Microsoft Office, Retirement Planning, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Finance, Asset Allocation, Stata, Social Media, Series 7, Insurance, Series 63
Education
Brown University 2009 — 2013
Economics
Old Mutual Asset Management Trust Company 2011 - 2013
Old Mutual Asset Management Trust Company 2008 - 2011
Old Mutual Asset Management 2005 - 2008
Venture FSG 1998 - 2005
Fidelity Investments 1995 - 1998
Mercer 1991 - 1995
Skills
Asset Managment, Mutual Funds, Fixed Income, Equities, Hedge Funds, Alternative Investments, Securities, Portfolio Management, Financial Services, Investments, Asset Allocation, Strategy, Derivatives, Investment Management, Asset Management, Finance, Series 63
Education
Boston College, Wallace E. Carroll School of Management
Master of Business Administration (MBA), Strategic Management
Brown University 1987 — 1991
BA, Economics
Xaverian Brothers High School 1983 — 1987
Amazon June 2015 - August 2015
Traxys Group November 2011 - June 2014
Gulf Oil June 2008 - July 2011
Fidelity Investments June 2007 - August 2007
Skills
Commodity Markets, Microsoft Excel, Access, Business Objects, CODA Financials, CPMS, SQL, Financial Modeling, Accounting, Logistics, Solarc Right Angle, Economics, Trading, Analysis, Management, Strategic Planning, Data Analysis, Financial Analysis
Education
University of Washington, Michael G. Foster School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Brown University 2004 — 2008
BA, Economics
Kanda University of International Studies 2007 — 2007
Fidelity Investments June 2015 - Present
Mehdi Corporation August 1994 - June 2015
Fidelity Investments May 2014 - August 2014
Skills
COBOL, JCL, DB2, SQL, Access, Java, ASP.NET, Training, Leadership, Research, Management, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of North Texas 2011 — 2014
Bachelor of Science (B.Sc.), Computer/Information Technology Administration and Management, 3.8
Brookhaven Community College 2009 — 2011
Basic Skills and Developmental/Remedial Education, 3.95
Karachi University 1987 — 1989
Bachelor of Commerce (B.Com.), Business/Commerce, General, First Division
Brown University March 2014 - Present
Gentle Giant Moving Co. May 2012 - Present
Fidelity Investments May 2014 - September 2014
Mink Street Storage August 2009 - August 2013
Patriot Cinemas February 2008 - August 2010
Education
Brown University 2010 — 2015
Business, Entrepreneurship and Organizations
Pembroke High School 2005 — 2009
Fidelity Investments July 2013 - December 2014
Schoolhouse Partners June 2012 - August 2012
Stock Rover June 2011 - August 2011
Quechee Club June 2010 - August 2010
Skills
Marketing Strategy, Marketing, Financial Analysis, Investments, Business Analysis, Leadership, Microsoft Office, Financial Modeling
Education
Brown University 2009 — 2013
Bachelor of Arts (A.B.), Economics, and in Philosophy
Dartmouth College - The Tuck School of Business at Dartmouth
Tuck Bridge Program
Hanover High School 2005 — 2009
Diploma
Fidelity Investments July 2015 - Present
Fidelity Investments July 2013 - July 2015
The Brown Journal of World Affairs September 2011 - May 2013
Fidelity Investments - Pyramis Global Advisors June 2012 - August 2012
Brown University- Department of Economics February 2012 - May 2012
Brown Table Tennis Club September 2009 - May 2012
Skills
Data Analysis, Stata, Economics, Financial Analysis, Statistics, Econometrics, Matlab, Monte Carlo Simulation, Probabilistic Models, Markov models, Business Development, Microsoft Office
Education
Brown University 2009 — 2013
Bachelor of Science (B.Sc.), Applied Mathematics-Economics
United World College in Mostar 2007 — 2009
International Baccalaureate
Goman+York Property Advisors, LLC June 2015 - Present
Open Democracy Advocacy Centre July 2014 - November 2014
Fidelity Investments June 2013 - September 2013
WPRI Channel 12 Eyewitness News (CBS/FOX) June 2013 - September 2013
Tomorrow Fund (Rhode Island Hospital) June 2012 - September 2012
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Arts (B.A.), Philosophy & English
New York University
Economics and Computer Science
Brown University 2012 — 2012
English
University of the Western Cape/Universiteit van Wes-Kaapland 2014 — 2014
Philosophy/ English
University of Salamanca 2011 — 2011
Spanish and Cultural Studies
Portsmouth Abbey School 2009 — 2012
High School
Standard Meat Company June 2015 - Present
Fastenal November 2014 - June 2015
Vertical Construction Management, LLC July 2014 - November 2014
Fidelity Investments January 2014 - July 2014
Fastenal November 2013 - July 2014
Acadian Ambulance February 2013 - May 2013
US Security Associates February 2012 - February 2013
United States Marine Corps October 2005 - October 2009
Skills
Data Entry, Data Analysis, Supply Chain Management, Inventory Management, PowerPoint, Microsoft Office, Access, Microsoft Excel, Microsoft Word, Project Planning, Logistics, Training, Management, Software Documentation, Customer Service, Policy, Bookkeeping, Production Budgeting, Planning Budgeting &..., Team Leadership, Financial Accounting, General Ledger Software, US GAAP
Education
University of North Texas 2011 — 2014
Bachelor of Business Administration (BBA), Accounting
Brookhaven Community College 2009 — 2012
Associate of Science (A.S.), 3.13
Valo Group, LLC 2014 - Present
Wind Energy Development, LLC 2013 - Present
Litespeed Management 2009 - 2013
Macquarie Capital (USA) Inc. 2007 - 2009
XI Asset Management 2006 - 2007
Zanett Asset Management 2003 - 2006
Fidelity Investments 1999 - 2003
Phoenix Investment Partners 1998 - 1999
Skills
Hedge Funds, Equities, Investor Relations, Marketing, Sales, Economics, Investments, Business Development, Alternative Investments, Fundraising, New Business Development, Marketing Strategy, Business Strategy, Fixed Income, Due Diligence, Trading, Asset Allocation, Mutual Funds, Financial Services, Product Marketing, Emerging Markets, Client Relations Skills, Capital Raising, Capital
Education
Brown University 1994 — 1998
B.A. in Business-Economics, Economics
Berkeley Preparatory School 1991 — 1994
High School
reacHIRE January 2014 - March 2014
Fidelity Investments November 1993 - September 2000
Midwest Ultrasound, Inc. July 1990 - August 1993
Ernst & Young March 1987 - June 1990
General Electric August 1984 - March 1987
CIGNA Healthcare June 1983 - August 1983
Pacific Gas & Electric November 1980 - July 1982
Chrysler July 1979 - July 1980
Skills
Leadership, Management Consulting, Management, Consulting, Market Research, Project Management, Energy, Engineering, Strategy, Program Management, Training, Strategic Planning, Event Management, Business Analysis, Process Improvement
Education
Tuck School of Business at Dartmouth 1982 — 1984
MBA, General Management
Brown University 1975 — 1979
Sc. B., Engineering
Monument Mountain Regional HS 1972 — 1975
Diploma
Berkshire Country Day School 1967 — 1972
Charitable Foundation November 2008 - Present
Fidelity Investments 1987 - 2008
Skills
Financial Services, Program Management, Mutual Funds
Education
Brown University
BA, Art History
BostonWest Creative 1984 - Present
Juniper Networks 2005 - 2009
Progress Software 2002 - 2005
Fidelity Investments 1999 - 2002
Fidelity Investments 1997 - 1999
Intuitive Technology Corporation 1993 - 1997
Digital Equipment Corporation 1985 - 1993
Skills
Marketing Communications, Marketing Strategy, Marketing, CRM, Program Management, Integrated Marketing, Product Marketing, Email Marketing, Social Media Marketing, Corporate Branding, Digital Marketing, Advertising, Direct Marketing, Multi-channel Marketing, Copywriting, Social Media, Online Marketing, Creative Direction, Product Management, Corporate Communications
Education
Brown University
A.B., English Language and Literature/Letters
Clark University
M.B.A, Marketing
Syracuse University - S.I. Newhouse School of Public Communications
M.A., Communications
Dex Media/Superpages July 2014 - Present
NexTraq September 2012 - February 2013
AT&T Advertising Solutions October 2009 - September 2012
Fidelity Investments 2007 - 2009
BanPlus Home Mortgage 2006 - 2007
Phones Etc an Avaya Business Partner 2003 - 2006
Skills
Business to Business..., Business Development, Advertising, Online Advertising, Sales Management, Sales, Direct Sales, Online Presence, Online Traffic, Search Engine, Search Advertising, Local Search..., Local Search, Organic Search, Search Engines, B2B, Sales Presentations, CRM, Competitive Analysis, Sales Operations, Lead Generation, Leadership, New Business Development, Recruiting, SEM, Cold Calling, SaaS, Advertising Sales, SEO, Online Marketing, PPC, Mobile Marketing, Salesforce.com
Education
Hillsborough Community College 2013 — 2014
Business Administration and Management, General
Brookdale Community College 1994 — 1995
Business Communications
Executive Service Corps of New England 2010 - Present
Fidelity Investments 1994 - 1998
Harvard Community Health Plan 1987 - 1994
Quaker Oats 1982 - 1987
Skills
Marketing Strategy, Marketing Communications, Non-profit Consulting, Strategy, Marketing, Fundraising, Leadership, Management, Nonprofits, Program Management, Public Relations, Strategic Planning
Education
Kellogg Graduate School of Management 1980 — 1982
MBA, Marketing, Finance
Brown University 1974 — 1978
BA, International Relations, Magna cum laude
POSSIBLE 2015 - 2015
Capital Group 2015 - 2015
athenahealth July 2013 - September 2014
Fidelity Investments November 2011 - June 2013
WGBH 2010 - September 2011
Visual io 2007 - December 2009
EMC August 2004 - January 2007
Skills
User Interface Design, Data Visualization, Information Architecture, User Experience, Information Design, Graphic Design, Visual Design, User-centered Design, Screen Printing, Content Management, Usability Testing, User Interface, Scrum, User Experience Design, Usability, Wireframes, Flash, Interaction Design, HTML 5, User Scenarios, Web Analytics
Education
Rhode Island School of Design 2005 — 2007
Master of Fine Arts (MFA), Digital Communication and Media/Multimedia
Massachusetts College of Art and Design 2000 — 2004
BFA in Graphic Design, GRAPHIC DESIGN
Brown University 2006 — 2007
Collegiate Teaching Certificate., ART & DESIGN
Presbyterian Boys Secondary School (PRESEC), Accra, Ghana
High School
BMO Investments Inc. September 2010 - Present
Fidelity Investments December 2005 - September 2009
Skylon Tower May 2002 - December 2005
Skills
Financial Modeling, Financial Advisory, Investments, Financial Statement..., PowerPoint, Analysis, Fixed Income, Microsoft Excel, Financial Services, Finance, Outlook, Financial Analysis, Mutual Funds, Wealth Management, Portfolio Management, Financial Planning, Banking, Equities, Relationship Management, Retirement Planning, Asset Management, Risk Management
Education
CMA Ontario 2011 — 2013
Pre-professional candidate, Management Accounting
Investment Banking Institute 2010 — 2010
Training Course, Financial Modeling and Valuation Analysis
Canadian Securities Institute 2008 — 2008
Canadian Securities Course
Brock University 1998 — 2002
Honours Bachelor of Business Administration, Finance
Fidelity Investments August 2013 - Present
Fidelity Investments June 2012 - August 2012
Credit Suisse April 2007 - April 2011
Morgan Stanley July 2006 - April 2007
Fidelity Investments July 2005 - August 2005
Skills
Strategic Consulting, Portfolio Management, Mergers & Acquisitions, Private Equity, Financial Modeling, Equity Research, Strategy, Equities, Venture Capital, Investments, Mergers, Finance
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA with Distinction, General Management
Brown University 2004 — 2006
BA with Honors, Business Economics
Columbia University in the City of New York 2002 — 2004
BA, Economics
Milton Academy 1999 — 2002
High School Diploma
Venmo August 2014 - Present
RetailMeNot, Inc. June 2013 - August 2013
Fidelity Investments June 2012 - August 2012
University of California, Los Angeles Medical Center June 2011 - August 2011
University of California, Los Angeles Medical Center June 2010 - August 2010
Skills
Java, Android Development, PHP, JavaScript, Ember.js, HTML, CSS, SQL, Python
Education
Brown University 2010 — 2014
Bachelor of Science (B.Sc.), Computer Science - Economics
JPMorgan Chase & Co. February 2015 - Present
Fidelity Investments April 2010 - February 2015
Aviva USA October 2008 - April 2010
New York Life Insurance Co. April 2003 - October 2008
RSM McGladrey December 2000 - April 2003
UBS Wealth Management 1999 - 2000
The Ayco Company, L.P. June 1998 - December 1999
Eagle & Fein June 1996 - June 1998
Skills
Estate Planning, Charitable Giving..., Charitable Giving, Charitable Trusts, Philanthropy, Insurance Planning, Wealth Management, Wealth Transfer, Trusts, Business Succession..., Executive Benefits..., Succession Planning, Business Planning, Investment Advisory, Strategic Financial..., Personal Financial..., Wealth Preservation..., Multi-generational..., Multi-generational..., Wealth Management..., Public Speaking, Extemporaneous Speaking, Workshop Facilitation, Finance, Wealth, Fixed Annuities, Financial Planners, Retirement, Asset Management, Charities, Employee Benefits, Life Insurance, Strategy, 401k, Asset Allocation, Mutual Funds, Financial Advisory, Series 7, Separately Managed..., Financial Planning, Long-term Care, High Net Worth..., Securities, Series 63, Wealth Accumulation, Alternative Investments, ETFs, Pensions, Series 65, Financial Services
Education
Brooklyn Law School 1993 — 1996
College of the Holy Cross 1987 — 1991
BA, Economics
Xavier High School 1983 — 1987
HS Diploma
Fidelity Investments February 2012 - October 2014
Citi October 2010 - February 2012
Driasi June 2010 - September 2010
Avalon July 2008 - December 2009
Okanagan Hockey School July 2007 - August 2007
Skills
Mutual Funds, Portfolio Management, Equity Research, Analytical, Results Focused, Financial Planning, Entrepreneurial Skills, Problem Solving, Financial Reporting, Fixed Income, Microsoft Office, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Multitasking, Result Oriented, Management, Equities, Entrepreneurship, Financial Services, Event Management, Banking, Customer Service, Derivatives, Corporate Finance, Financial Analysis, Finance, Investments, Time Management, Bloomberg Terminal
Education
Concordia University 2012 — 2015
MBA in Investment Management, Finance, General
Brock University 2004 — 2008
Sport Management, Sport Management
TIAA-CREF August 2012 - Present
Fidelity Investments 1999 - 2010
Thomson Reuters 1995 - 1999
US House of Representatives 1991 - 1993
Skills
Strategy, Product Management, Leadership, Cross-functional Team..., Vendor Management, Coaching, Benchmarking, Mutual Funds, Financial Services, Program Management, Budgets, Management, Product Development, Securities, Retirement, Investments, Marketing, P&L Management, Series 7, Speech Writing, Presentation Development, Consulting, Outsourcing, Relationship Management, Asset Management, Executive Management, Project Management
Education
Georgetown University 1993 — 1996
MA, Middle East Studies & International Business Diplomacy
Brown University 1987 — 1991
BA, Political Science
Fidelity Investments April 2009 - Present
Fidelity Investments March 2007 - April 2009
Fidelity/Veritude 2006 - 2007
Bank of America January 2005 - August 2005
FleetBoston Financial 2000 - 2004
Chase Manhattan Mortgage 1998 - 2000
American Christian Press 1984 - 1997
Education
Brown University 1978 — 1984
BA, English
Phillips Academy, Andover 1968 — 1972
Way College of Emporia
Bachelors of Theology, Biblical research, practical ministry
Buildium LLC June 2013 - Present
Fidelity Investments May 2012 - January 2013
Nitch September 2011 - May 2012
A.T. Cross Company May 2011 - November 2011
Pagano Media April 2011 - September 2011
CVS/Caremark 2004 - 2009
Hasbro, Metlife 2003 - 2004
The Education Alliance at Brown University 2001 - 2003
IBM e-Business Innovation Center 2000 - 2001
Gilbert Design Associates 1999 - 2001
Skills
Graphic Design, Web Design, InDesign, Art Direction, Illustrator, Adobe Creative Suite, Marketing, Mobile Web Ui/UX, Mobile UI/UX, Presentation Design, Posters, Corporate Branding, User Interface Design, User Experience, Packaging, E-commerce, Creative Direction, User Experience Design
Education
Rhode Island School of Design 1991 — 1994
Bachelor of Fine Arts (BFA)
Brown University
Savannah College of Art and Design
St. Mary Academy
Avid Technology February 2015 - Present
Sarah Johnson Creative December 2008 - Present
Philips Healthcare January 2014 - January 2015
Trinity University June 2011 - December 2012
USAA December 2010 - February 2011
MIT's Convergence Culture Consortium (C3) 2007 - 2009
State Street Global Markets August 2008 - December 2008
Fidelity Investments January 1998 - June 2008
Inc. Business Resources, a division of Inc. Magazine January 1997 - January 1998
Cahners Publishing, a Reed Elsevier company 1995 - 1997
Skills
Marketing Communications, Integrated Marketing, Strategic Creative..., Pre-press Experience, Management Of Creative..., Copywriting, Advertising, Creative Direction, Strategy, Public Relations, Market Research, InDesign, Marketing, Editing, Vendor Management, Strategic Planning, Project Management, Event Planning, Integrated Brand..., Creative Campaign..., Collateral Materials..., Collateral Production, Ad Development, Catalog Development, Catalog Layout, Magazine Layout Design, Designing Marketing..., Banner Designing, Mobile Interface Design, Logo Design, Editorial, Online Advertising, Magazines, Email Marketing, Social Media Marketing, Multimedia, Social Media, Sourcing, Art Direction, Digital Strategy, Video Production, Marketing Strategy, Digital Media, Leadership, Automation, Mac, Video, B2B, Brand Development, Online Marketing
Education
Brown University
B.A., Semiotics
Kearsarge Regional HS
S.I. Newhouse School of Communications, Syracuse University
Brown U. credit
The Interactive Factory
Certificate
Store-A-Tooth (Provia Labs, LLC) October 2010 - January 2013
Philips Medical Systems / Philips Healthcare May 2003 - January 2010
Fidelity Investments August 1994 - November 2002
MIT Sloan Alumni Club of Boston 1995 - 2002
Skills
Marketing Strategy, Market Research, Segmentation, Program Management, Entrepreneurship, Product Management, Cross-functional Team..., Strategy, Product Marketing, Business Development, Strategic Partnerships, Product Development, Competitive Analysis, Strategic Planning, Start-ups, Product Launch, Marketing Communications, Healthcare, Go-to-market Strategy, Multi-channel Marketing, Digital Marketing, Email Marketing, Brand Development, Integrated Marketing..., Management, Marketing, Medical Devices, Public Relations
Education
MIT Sloan School of Management 1992 — 1994
MS (MBA with thesis), Marketing, Strategy
Brown University
ScB, Chemical Engineering (and Literature), Magna Cum Laude
Lexington Partners July 2015 - Present
Two Sigma Investments April 2013 - July 2015
Fidelity Investments June 2012 - December 2012
U.S. Equal Employment Opportunity Commission June 2011 - August 2011
The John Hay Library Archives October 2009 - December 2010
The Commission for Human Rights June 2010 - August 2010
Runa May 2010 - August 2010
Zosano Pharma June 2009 - June 2009
Skills
Financial Modeling, Data Analysis, Valuation, Financial Analysis, Corporate Finance, Investments, Bloomberg, Microsoft Excel, Mutual Funds, Economics, Securities, Public Speaking, Hedge Funds, Asset Management, Due Diligence
Education
Brown University 2008 — 2012
Bachelor of Arts (B.A.), English Language & British Literature
J.P. Morgan Asset Management August 2015 - Present
The Cadwalader Cabinet January 2015 - July 2015
W. P. Carey Inc. (Carey Financial, LLC) 2005 - November 2014
Daiwa Capital Markets America 2004 - 2005
Swiss Re 2002 - 2004
The Depository Trust & Clearing Corporation 1996 - 2002
Fidelity Investments 1993 - 1996
Labaton Sucharow LLP 1988 - 1992
U.S. Securities and Exchange Commission 1986 - 1988
Speeches and Presentations 1979 - 1979
Skills
Alternative Investments, Financial Regulation, Litigation, Private Placements, Internal Investigations, Project Management, Mutual Funds, Hedge Funds, Securities Regulation, Securities Litigation, Series 24, Investment Advisory, Investment Management, FINRA, Clearing, Enterprise Risk..., Anti Money Laundering, FCPA, UK Bribery Act, Real Estate, Futures, Banking, Compliance, Legal Compliance, Regulation D, Blue Sky, COSO ERM, GRC, Finance, Financial Services, Series 7, Securities, Capital Markets, Corporate Law, Investments, Due Diligence, Risk Management
Education
Brooklyn Law School
J.D., Law
St. Lawrence University
B.A., History Honors
The Hebrew University
History
International Policy Governance Association 2009 - Present
Charney Associates July 2004 - Present
Vescelius Hyatt, Inc. 1998 - Present
Dental Aid 2004 - June 2009
ALPS Mutual Funds September 1995 - June 1998
Fidelity Investments May 1990 - May 1995
Putnam Investment 1988 - 1990
USLIFE Corp 1981 - 1985
Skills
Governance consulting, Retreat Facilitation, Policy Analysis, Programme Governance, Retreats, Board Development, Board Governance, Strategy, Executive Coaching, Management Consulting, Leadership
Education
Columbia University School of Law 1977 — 1980
J.D., Law
Brown University 1969 — 1973
BA, English
Advantech Consulting July 2014 - Present
Remedial Golf June 2012 - July 2014
Carefx October 2005 - June 2012
Lightbridge 2002 - 2003
Verilytics (iBelong) 2000 - 2002
Fidelity Investments May 1996 - December 1999
Thompson Financial Services April 1995 - May 1996
Delphi Internet September 1994 - April 1995
Skills
Java, Agile Methodologies, Unix, C#, C++, Software Development, Subversion, VB.NET, XML, .NET, Maven, Microsoft SQL Server, Ant, Perl, Scrum, Java Enterprise Edition, Hibernate, Websphere, Windows, JSP, JavaScript, Web Services, Spring, Oracle, Linux, Tomcat, Multithreading, Servlets, Mobile Devices, Client Service Oriented, Unix Shell Scripting, Unix Operating Systems
Education
Harvard Extension School 1996 — 1997
Computer Science
Worcester Polytechnic Institute 1994 — 1995
Certificate in Unix System Administration and C Programming, Computer Science
Brown University 1988 — 1993
BA, History
The Korea Fund, Inc. November 2012 - Present
SEI Advisors' Inner Circle Funds November 2011 - Present
Morningstar Investment Management February 2010 - May 2011
Morningstar Associates Europe Ltd. May 2007 - March 2010
Morningstar UK and Morningstar France June 2005 - May 2007
AdvisorCentral September 2001 - October 2002
American General Asset Management/Fund Distributors November 2000 - May 2001
Cypress Holding Company November 1995 - March 2000
First Data Corporation/The Shareholder Services Group May 1993 - November 1995
Fidelity Investments June 1976 - May 1993
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA
Brown University 1970 — 1974
ScB
Fidelity Investments July 2014 - Present
The Brown Journal of World Affairs August 2013 - May 2014
PFC Energy – recently acquired by IHS June 2013 - August 2013
Xela Capital February 2013 - May 2013
The Brown Journal of World Affairs December 2012 - May 2013
Department of Italian Studies, Brown University September 2011 - May 2013
Brown University 2011 - May 2013
Watson Institute for International Studies, Brown University September 2012 - December 2012
Guizzetti & Associates May 2012 - July 2012
Xela Capital January 2012 - April 2012
Skills
Economics, Microsoft Excel, Editing, Customer Service, Teaching, Microsoft Office, Campus, Writing, Public Policy, Copy Editing, Analysis, Leadership, International Relations, Research, Public Speaking, Political Science, Fundraising, Data Analysis, Excel, PowerPoint, Business Process..., Strategy, Management Consulting, Finance, Political Risk Analysis, Market Analysis, Competitor Intelligence, Financial Services, Financial Modeling
Education
Brown University 2010 — 2014
A.B., Economics, Political Science, Magna Cum Laude and Honors in Political Science
Pearson College 2008 — 2010
International Baccalaureate, Economics, Philosophy, Literature, Physics, Mathematics, Italian
Liceo Classico Jacopo Stellini 2005 — 2008
High School, Classics
Innovid August 2015 - Present
Brown University September 2013 - May 2015
Fidelity Investments June 2014 - August 2014
U.S. House of Representatives June 2013 - August 2013
Masspro July 2012 - August 2012
Skills
Proofreading, Critical Thinking, Online Research, Microsoft Office, Telephone Skills, Organization, French to English, Foreign Languages, Data Entry, Fax
Education
Brown University 2013 — 2015
Bachelor’s Degree, Classics
The University of Edinburgh 2012 — 2012
Classics
Wake Forest University 2011 — 2012
Brooks School 2007 — 2011
School Year Abroad France 2009 — 2010
Hasbro March 2015 - Present
Vistaprint December 2012 - March 2015
Schireson Associates February 2012 - November 2012
Millward Brown Digital July 2010 - February 2012
Millward Brown Digital January 2009 - July 2010
Millward Brown Digital February 2008 - January 2009
Fidelity Investments June 2006 - February 2008
Forrester Research June 2004 - June 2006
Intek Information Inc. 1998 - 1999
Bankers Trust 1992 - 1996
Skills
Questionnaire Design, Strategy, Market Research, Analysis, Data Analysis, Marketing Research, Analytics, Segmentation, Qualitative Research, Competitive Intelligence, Report Writing, Business Development, Business Intelligence, SPSS, Product Marketing, Quantitative Research, Customer Insight, Competitive Analysis, Business Strategy, Financial Services, SAS, Web Analytics, Databases, Online Advertising, Product Management, Research Design
Education
Brown University 1999 — 2004
M.A.
University of California, Santa Barbara 1989 — 1993
BA/MA
Blue Label Labs June 2015 - Present
OffOps November 2014 - April 2015
Pith Studio April 2014 - April 2015
4iNNO, LLC July 2014 - January 2015
Entrepreneur/Consultant August 2013 - March 2014
Kneon Inc. November 2012 - August 2013
thinaire April 2012 - November 2012
LPL Financial September 2009 - March 2012
Fidelity Investments July 2007 - September 2009
Morgan Stanley May 2005 - May 2007
Skills
Financial Modeling, Business Strategy, Strategic Planning, Investments, Business Development, Product Development, Project Management, Entrepreneurship, Competitive Analysis, Fundraising, Market Research, Start-ups, Strategy, Analysis, Business Planning
Education
Brown University 2003 — 2007
BA, International Relations and Economics, GPA of 3.96
Fryeburg Academy 1999 — 2003
Fidelity Investments August 2011 - April 2014
Fidelity Investments February 2008 - July 2011
Fidelity Investments January 2006 - January 2008
Fidelity Investments February 2003 - January 2006
Fidelity Investments February 2002 - January 2003
Fidelity Investments September 2000 - January 2002
Fidelity Investments December 1998 - August 2000
Education
Brown University
BA, Economics & Political Science
Lumos Labs (Lumosity) October 2014 - Present
Beyond February 2012 - September 2014
Fidelity Investments June 2010 - February 2012
GetSolar.com June 2007 - June 2010
JM Energy 2007 - June 2010
Skills
User Research, Research, Qualitative Research, Content Strategy, Information Design, Data Visualization, Digital Strategy, Consumer Insight, Market Research, Google Analytics, Adobe Creative Suite, Online Advertising, SEO, Radian6, SEO analysis
Education
Brown University 2006 — 2010
B.A., English (Nonfiction Writing), Economics
Fidelity Investments July 2014 - Present
Veritude - at Fidelity Investments July 2014 - February 2015
TD July 2013 - June 2014
Brown University - Dining Services November 2010 - October 2013
Brown Annual Fund June 2013 - July 2013
Brown Socially Responsible Investment Fund February 2012 - May 2013
Anthony Gemma for Congress July 2012 - August 2012
Phi Kappa Psi Fraternity - RI Alpha May 2011 - May 2012
Phi Kappa Psi Fraternity - RI Alpha May 2011 - May 2012
Brown University - International Teaching Assistant Program January 2011 - May 2012
Skills
Research, Stata, Microsoft Office, Microsoft Excel, Data Analysis, Spanish, PowerPoint, Financial Modeling, Statistics, Event Planning, Editing, Social Media, Microsoft Word, Fundraising, Public Speaking, Qualitative Research, Photoshop, Film
Education
Brown University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Wells Fargo Home Mortgage July 2012 - Present
Fidelity Investments February 2012 - July 2012
Fidelity Investments April 2011 - January 2012
Fidelity Investments May 2010 - April 2011
Ingersoll Rand Residential Systems April 2009 - June 2010
Nationstar Mortgage August 2007 - July 2008
AIG Royal Alliance Associates, Inc January 2007 - May 2007
Skills
Financial Analysis, Investments, Finance, Sales, Banking, Microsoft Excel, Customer Service, Access, Marketing, PowerPoint, Microsoft Word, Financial Services, Asset Management, Strategic Financial..., Retirement Planning, Wealth Management, Risk Management, Credit, Credit Analysis, Budgets, Strategic Planning, Management
Education
The University of Texas at Dallas 2005 — 2007
B.S, Economics/Finance, 3.85
Brookhaven Community College 2002 — 2005
Associate, Marketing Certification, 4.00
Vance-Granville Community College September 2008 - Present
Fidelity Investments June 2007 - July 2008
PowerHome Technologies 2008 - 2008
Piedmont Private Investigations February 2007 - July 2007
Broome County Sheriffs Office May 1993 - January 2007
Skills
Surveillance, Government, Policy Analysis, Hostage Negotiator, Physical Security, Access Control, Policy, Microsoft Excel, Microsoft Word, Enforcement, Security Operations, Private Investigations, Security Management, Criminal Justice, Emergency Management, Executive Protection, Criminal Investigations, Investigation, Leadership, Incident Command, Firearms, Fraud, First Responder, Patrol, Police, Counterterrorism, Personal Protection, Training, Alarm Systems, Background Checks, Evidence, Public Safety, Security Audits, Team Building, Security, Program Management, Protection, Tactics, Crisis Management, Supervisory Skills, Interrogation, Emergency Services, Homeland Security, Corporate Security, Security Training, Crime Prevention, Internal Investigations, Disaster Response, Workplace Violence, Risk Assessment
Education
Broome Community College 1989 — 1991
AAAS, Physical Therapist Assistant
Broome Community College 1986 — 1988
Associate of Arts, Liberal Arts
Rhode Island Department of Administration January 2011 - Present
Office of the Governor March 2008 - January 2011
Rhode Island Department of Administration September 2005 - March 2008
Charles Schwab August 1997 - January 2003
Fidelity Investments June 1996 - August 1997
Education
Roger Williams University School of Law 2001 — 2005
JD, Law
Brown University 1991 — 1996
BA, American History
L.E.K. Consulting August 2015 - Present
Strategy&, part of the PwC network (formerly Booz & Company) May 2013 - Present
Booz & Company April 2009 - April 2013
McKinsey & Co. 2007 - 2009
Booz Allen Hamilton 1996 - 2006
Fidelity Investments 1985 - 1994
Skills
Business Transformation, Acquisition Integration, Organizational Design, Recruiting, Strategy, Management Consulting, Management, Program Management, Talent Management
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance, Marketing
Brown University 1981 — 1985
Economics
Data Base Products, Inc. July 2015 - Present
Fidelity Investments September 2011 - June 2015
Think Finance November 2010 - July 2011
Think Finance August 2010 - July 2011
ThinkCash August 2010 - July 2011
Sabre Airline Solutions January 2009 - August 2010
MetroPCS December 2007 - December 2008
AT&T Mobility (formerly Cingular Wireless) August 2003 - December 2007
Cingular Wireless August 2002 - August 2003
KPMG Consulting September 1997 - August 2002
Skills
Data Conversion, Master Data Management, Master Data, Data Analysis, Databases, Data Warehousing, Data Mining, Database Management, Data Management, SQL, SQL Server, SQL Server 2005/2000, Business Intelligence, Microsoft SQL Server, Project Management, Mainframe, SAS programming, Offshore Resource..., Offshore Software..., Travel, Airports, Data, Client Maintenance, Change Management, Program Management, Vendor Management, Management, Software Development, ETL, Business Objects, Process Improvement, SDLC, Data Modeling, Quality Assurance, Testing, Business Process, Outsourcing, Data Quality, Requirements Gathering, Analytics, IT Strategy, Requirements Analysis, Leadership, Software Project..., Data Integration, Business Analysis, Database Design, Integration, SSIS, Business Intelligence...
Education
Brock University 1993 — 1997
Honors, Bachelor of Business Economics
Fidelity Investments December 2014 - July 2015
Fidelity Investments June 2013 - December 2014
Fidelity Investments July 2011 - June 2013
Skills
Financial Modeling, Management Consulting, Data Analysis, Business Analysis, Analytics, Strategy, Business Strategy, Market Research, Competitive Analysis, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
Brown University 2007 — 2011
Bachelor of Arts (BA), International Relations
Perfetti Media July 2008 - Present
Perfetti Media May 2015 - Present
Acquia March 2013 - December 2014
Carbonite January 2012 - March 2013
User Interface Engineering October 2000 - July 2008
Fidelity Investments 1998 - 2000
Skills
User Experience, Product Management, User Research, Interaction Design, Usability, Usability Testing, User Interface Design, User Experience Design, User-centered Design, User Interface, Information Architecture, Product Strategy, Heuristic Evaluation, Agile Methodologies, User Scenarios, Human Computer..., Content Strategy, Paper Prototyping, Product Marketing, Persona, Contextual Inquiry, Social Media Marketing, Human Factors, Experience Design, Task Analysis, Business Development, Strategic Planning
Education
Brown University 1996 — 1998
M.S., Experimental Psychology
University of Rochester 1993 — 1996
Bachelor of Arts (B.A.), Psychology
CAbi, Carol Anderson by invitation June 2006 - Present
Juice It Up! February 2003 - June 2006
Towers Watson September 1994 - February 2003
Fidelity Investments 1992 - 1994
Skills
Brand Management, Market Development, Sales Management, Account Executives, Entrepreneur, C-Level, Franchising, Direct Sales, Entrepreneurship, Business Development, Sales, Retail, Product Development, Consulting, Marketing, Apparel, Start-ups, Management, Leadership, Marketing Strategy, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Management
Brown University 1988 — 1992
BA, Economics and French
The Lawrenceville School 1984 — 1988
High School, Graduated with honors
Eastern Energy Solutions, Inc. February 2008 - Present
Fidelity Investments March 2007 - February 2008
V12 Group January 2003 - March 2007
V12 Group January 2003 - 2007
Verizon January 2000 - 2003
Clothing Science, Inc. 1993 - 2000
Skills
Administrative, Human..., Payroll, Office Management, Process Scheduler, Office Administration, Administrative..., Travel Arrangements, Spreadsheets, Sales, Human Resources, Fax, Marketing, Expenses, Confidentiality, Data Entry
Education
Broome Community College 1986 — 1987
Spacematez February 2014 - January 2015
Citi August 2012 - January 2014
Fidelity Investments March 2008 - March 2010
Peace Corps February 2005 - May 2007
Ashoka September 2004 - December 2004
Skills
Leadership, Series 7, Mutual Funds, Equities, Financial Analysis, Community Development, Fixed Income, Capital Markets, Equity Research, Due Diligence, Bloomberg, Competitive Analysis, Derivatives, Hedge Funds, Analysis, Public Speaking, Private Equity, Fundraising, Marketing Strategy, Management, Financial Modeling, Business Strategy, Strategy, Data Analysis, Valuation, Project Management
Education
Brown University
B.A., Public Policy
Duke University - The Fuqua School of Business
MBA, Finance
LYCEE FRANCAIS DE SAN FRANCISCO May 2015 - Present
Boys & Girls Clubs of San Francisco (BGCSF) 2003 - Present
Marin Promise Partnership for Education Equity & Excellence May 2014 - July 2015
10,000 Degrees December 2013 - January 2014
Boys & Girls Clubs of San Francisco January 2005 - June 2005
Charles Schwab 2000 - 2002
Hewitt Associates 1997 - 2000
Fidelity Investments 1986 - 1995
Education
Northwestern University - Kellogg School of Management 1995 — 1997
Master of Business Administration (M.B.A.), Marketing and Organizational Behavior
HEC School of Management 1996 — 1997
M.B.A
Brown University 1981 — 1985
Bachelor of Arts (B.A.), American Civilization
15/40 Productions October 2014 - Present
Earth Coco May 2014 - Present
Lux Energetics LLC January 2013 - Present
SJG 2007 - April 2013
Fidelity Investments 2004 - 2006
Skills
Social Media Marketing, Business Strategy, Analysis, Marketing, Finance, SEO, Mergers & Acquisitions, Product Development, Strategy, Start-ups, Investments, Entrepreneurship, Valuation, Portfolio Management, Private Equity, Venture Capital, Asset Management, Google Analytics, Strategic Financial..., Equities, Financial Analysis, Marketing Strategy, Social Media, Online Marketing, Analytics, Sales, Management
Education
Brock University 1998 — 2003
BBE honors, Financial Econ
McMaster University
BA, Business
Fidelity Investments April 2013 - Present
Fortune Church Management November 2000 - Present
Trailblazer Health Services, LLC July 2012 - December 2012
Rent-A-Center September 2011 - December 2011
Bank of America April 2007 - August 2011
Dayspring Bible Fellowship Church November 2000 - May 2010
Bank of America July 2006 - April 2007
Retalix via Office Team May 2006 - July 2006
Time Warner April 2006 - April 2006
Sprint Communications January 1988 - August 2005
Skills
Access, Documentation, Outlook, Microsoft Office, Word, Process Improvement, Excel, Vendor Management, PowerPoint, Technical Documentation, Technical Writing, SharePoint, Knowledge Sharing, Live Meeting, Visio, Maximo, Peregrine, Livelink, Administration, Scheduling, Software Documentation, Microsoft Excel, Leadership, Process Scheduler, Microsoft Word, System Administration, Integration, Management, Time Management, Business Analysis, Customer Service, Analysis, Program Management, Call Centers, Quality Assurance, Risk Management, SDLC, Team Leadership, User Acceptance Testing, Disaster Recovery, Project Management, Change Management, Banking, Team Building, IT Management, Requirements Analysis, PMO, Project Portfolio..., Business Process..., IT Operations
Education
Potters House Church 2005 — 2005
HUD Grant Writing Certificate
Brookhaven Community College 2004 — 2005
Certificate of Non-Profit Management, Non-Profit Management
Mountain View Community College 1983 — 1985
Associates Degree, Computer Science
Fidelity Investments June 2015 - Present
AT&T January 2014 - October 2014
HJ Heinz January 2010 - November 2013
Sperian Protection September 2009 - January 2010
HJHeinz August 2009 - December 2009
Bank of America February 2007 - February 2009
Hasbro, Inc. April 2004 - February 2007
Hasbro August 2001 - April 2004
Hasbro June 1996 - August 2001
Hasbro, Inc. 1994 - June 1996
Skills
Talent Management, Performance Management, Employee Engagement, Organizational..., Succession Planning, Leadership Development, Change Management, Leadership, Training, Human Resources, Personnel Management, Coaching, Executive Coaching, Management, Onboarding, Organizational..., Program Management, Team Building, Business Development, Project Management, Outsourcing, Organizational Design, Career Development, Interviews, E-Learning, Team Leadership, Recruiting, Employee Relations, HRIS, Employer Branding, 360 Feedback, Management Development, Employee Benefits, HR Policies, Workshop Facilitation, Employee Training, Training Delivery, Instructional Design, Culture Change, Project Planning, Talent Acquisition, New Hire Orientations
Education
Bryant University 2015 — 2015
Certificate, Project Management
University of Rhode Island
Bachelor of Arts (BA), Humanities
Brown University 2002 — 2003
Certificate, Training Professional- BLC
Redbox February 2015 - Present
Lincoln International July 2012 - January 2015
Goldman Sachs June 2011 - August 2011
Fidelity Investments May 2010 - August 2010
Raytheon December 2009 - January 2010
Skills
Due Diligence, Leadership, Valuation, Business Valuation, Financial Analysis, Mergers & Acquisitions, Finance
Education
Brown University 2008 — 2012
BS, Applied Mathematics and Economics
Algonquin Regional High School
Revenue Solutions, Inc. November 2014 - Present
RT Computer Solutions, Inc. July 1990 - October 2014
Ahold Information Services, Stop and Shop March 2005 - June 2013
Fidelity Investments September 2003 - March 2005
Ahold Information Services, Stop and Shop March 1999 - August 2003
SunGard Shareholders Service Group, Newton Ma December 1996 - March 1999
First Data Corporation June 1994 - December 1996
OMIS/BSS, Commonwealth of Massachusetts March 1990 - June 1994
Skills
DB2, Data Warehousing, COBOL, JCL, Oracle, Informatica, ETL Tools, ETL, SQL, Dimensional Modeling, Mainframe, Data Integration, Requirements Gathering, Data Conversion, SQL Tuning, OLAP, Software Project..., CICS, Production Support, Systems Analysis, Toad, Quality Center, Database Design, Data Warehouse..., IBM Mainframe, IT Strategy, Visio, PL/SQL, Enterprise Architecture, Business Analysis, Requirements Analysis, Oracle Applications, Data Migration, TSO, Business Intelligence, Business Process, Disaster Recovery, Business Objects, T-SQL, Software Development, Agile Methodologies, Databases, SSIS, SDLC, Access, Data Modeling, MS Project, VSAM, Solution Architecture, Integration
Education
University of Massachusetts Boston
Bachelor of Arts (B.A.), Elementary Education and Teaching, History
Brown University
Westborough High School
Shapeways October 2011 - Present
Charles Maddock Foundation (CMF) August 2006 - Present
Identified.com (Acquired by Work Day) 2010 - 2011
Brown Brothers Harriman May 2008 - August 2010
Fidelity Investments January 2006 - January 2008
Fidelity Investments January 2005 - January 2006
Skills
Entrepreneurship, Business Development, 3D Printing, Marketing, Strategic Planning, Leadership, Business Planning, Strategic Partnerships, Event Planning, Analysis, Start-ups, Management, Digital Strategy, Product Management, Fundraising, Public Speaking, Online Advertising, E-commerce, Business Strategy, Strategy, Venture Capital, Marketing Strategy
Education
Brown University 2000 — 2004
AB, History
UNSW Australia 2003 — 2003
Middlesex School 1997 — 2000
New York University - Leonard N. Stern School of Business
Stern School of Business at NYU
Fidelity Investments April 2015 - Present
Goldman Sachs February 2007 - March 2015
The Ayco Company LLP February 2005 - January 2007
Gindi and Barone, LLP October 2004 - February 2005
Equal Employment Opportunity Commission May 2003 - January 2004
Skills
Market Research, Estate Planning, Refinance, Financial Analysis, Insurance, Finance, Loans, Banking, Strategic Financial..., Portfolio Management, Financial Services, Wealth Management, Financial Planners, Series 7
Education
Brooklyn Law School 2001 — 2004
Juris Doctor
Penn State University 1997 — 2001
Bachelor of Science, Labor and Industrial Relations
THE FLORIDA STATE UNIVERSITY INTERNATIONAL 2000 — 2000
Study Abroad
Bar Admission: New York and New Jersey
Fidelity Investments December 1999 - Present
Mintz Levin September 1996 - December 1999
Education
Brown University
Wyle October 2013 - Present
Modus Operandi 2012 - 2012
Fidelity Investments July 2011 - October 2011
Barclays Capital May 2010 - August 2010
Depository Trust and Clearing Corporation (DTCC) Shared Services November 1997 - August 2008
Bankers Trust November 1996 - September 1997
Bank of New York Mellon August 1990 - November 1996
Skills
SDLC, PMP, Project Management, Analysis, Oracle, Testing, PMO, Access, Project Planning, Leadership, SQL, Microsoft SQL Server, Business Analysis, Business Process...
Education
Brookdale Community College 2009 — 2009
PMP, Project Management
State University of New York College at Brockport
Bachelor of Science, Business Administration and Computer Science
Standard Life Investments USA June 2008 - Present
Putnam Investments September 1997 - December 2002
Fidelity Investments 1994 - 1997
Ashland Management 1992 - 1994
Skills
Equities, Investments, Asset Managment, Capital Markets, Trading, Investment Management, Securities, Bonds, Fixed Income, Portfolio Management, Equity Trading, Trading Systems, Financial Markets, Bloomberg, Asset Management, Investment Advisory, Alternative Investments, Risk Management, Equity Research, Trading Strategies, Series 63, Hedge Funds, Series 7, Private Equity, Financial Services, Investment Banking, Electronic Trading, Strategic Financial..., ETFs, Options
Education
Brown University 1983 — 1988
Bachelor's degree, Organizational Behavior and Management
Brown University 1983 — 1988
Bachelor's degree, Organizational Behavior Studies
Philips 2014 - Present
Fidelity Investments 2013 - 2014
Liberty Mutual Insurance 2006 - 2012
Capital One 2002 - 2006
Sprint 1994 - 2002
Vie de France 1991 - 1993
Skills
Marketing Strategy, Segmentation, Direct Marketing, Integrated Marketing, Digital Marketing, Leadership, Marketing Analytics, Product Development, Customer Experience..., Customer Insight, Marketing Research, Marketing, B2B, Product Marketing, Marketing Management, Analytics
Education
Duke University - The Fuqua School of Business 1993 — 1995
MBA
Brown University 1986 — 1990
BA
Barclays Investment Bank July 2014 - Present
Rhode Island Treasury October 2013 - December 2013
Morgan Stanley June 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Skills
Market Research, Portfolio Management, FX Options
Education
Brown University 2010 — 2014
Business, Entrepreneurship, and Organizations: Business Economics
Buckhill Capital LP February 2009 - Present
Hall Capital Partners LLC 2001 - 2009
B. Brooks Fine Flowers 1996 - 2001
Answers.com 1996 - 1996
InterMedia Partners 1991 - 1995
Fidelity Investments 1990 - 1990
JP Morgan & Co 1984 - 1989
Skills
Investments, Private Equity, Portfolio Management, Investment Management, Capital, Venture Capital, Alternative Investments, Hedge Funds, Asset Management, Valuation, Emerging Markets, Corporate Finance, Mutual Funds, Corporate Development, Investment Banking, Asset Allocation, Equities, Financial Advisory, Fund Of Funds, Private Placements, Investor Relations, Energy, Real Estate, Investment Strategies, Due Diligence
Education
Harvard Business School 1989 — 1991
MBA
Brown University 1980 — 1983
BA
J.P. Morgan July 2015 - Present
JPMorgan Chase February 2014 - July 2015
JPMorgan Chase April 2013 - February 2014
JPMorgan Chase August 2012 - September 2013
JPMorgan Chase June 2011 - August 2011
Fidelity Investments July 2006 - July 2010
Centurion Investment Group December 2005 - January 2006
Goldman Sachs May 2005 - August 2005
JP Morgan Chase June 2004 - September 2004
Skills
Financial Modeling, Financial Analysis, Entrepreneurship, Hedge Funds, Strategy, Leadership, Corporate Finance, Management, Business Development, Asset Management, Finance, Project Management, Strategic Planning, Equity Research, Trading
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
Brown University 2002 — 2006
Bachelor of Science
Tuck School of Business at Dartmouth 2006 — 2006
Business Bridge Program
University of Oxford 2004 — 2005
Visiting Scholar
John Jay High School 1998 — 2002
Fidelity Investments March 2014 - Present
New York Life Insurance Company March 2013 - January 2014
ADP January 2009 - March 2013
Hewitt Associates November 2005 - January 2009
JP Morgan Chase 1986 - May 2005
JPMorgan Chase 1986 - 2005
JPMorganChase 1985 - 2005
Chase 1985 - 1995
Skills
Talent Acquisition, Talent Management, Workforce Planning, Onboarding, Recruiting, Change Management, Human Resources, Strategy, CRM, Management, Applicant Tracking..., HRIS, Outsourcing, Cross-functional Team..., Vendor Management, Employee Relations, Leadership, Performance Management, Consulting, Employee Engagement, Diversity, Executive Search, Temporary Placement
Education
Brown University 1980 — 1984
BA, Organizational Behavior
Westhampton Beach High School 1976 — 1980
EMC May 2013 - Present
Fidelity Investments November 2012 - March 2013
HP Software (Group formerly startup company AppIQ, acquired by HP) October 2008 - October 2012
Startup Companies January 2007 - September 2008
Symantec July 2005 - January 2007
VERITAS Software / Seagate Software 1995 - 2005
Seagate Software 1995 - 1999
Seagate Software 1995 - 1999
IBM / Other Software Companies 1981 - 1995
Skills
Software Development, Product Management, Agile Methodologies, PMP, Scrum, Requirements Analysis, Cross-functional Team..., Integration, Program Management, Software Quality..., Quality Assurance, Testing, Enterprise Software, Software Engineering, Cloud Computing
Education
Brown University 1973 — 1977
Bachelor of Science, Computer Science
CNECT, LLC December 2011 - Present
Nomura June 2010 - December 2011
AllianceBernstein April 2006 - July 2010
Merrill Lynch July 1997 - April 2006
Fidelity Investments 1994 - 1997
Skills
Data Warehousing, Product Control, Business Intelligence, Supply Chain Management, General Ledger, Financial Control, Web Development, Software Project..., Department Management, Relational Databases, Budget Management, Financial Systems, Strategic Financial..., Informatica, ETL, Financial Services, Budgets, Sourcing, Capital Markets, Wealth Management, Team Leadership, Technological Innovation, Business Process..., Strategic Planning, Six Sigma, CMM, Analysis, Financial Audits, Risk Management, SDLC, Management, Trading Systems, Databases, Program Management, Management Consulting, Derivatives, Project Management, Business Analysis, Equities, Strategy, Finance, Leadership, Enterprise Software, Vendor Management, Analytics, IT Strategy
Education
Brown University 1988 — 1992
B.A., Economics, Engineering
Oportun, Inc. May 2014 - Present
Boom Financial, Inc. October 2012 - May 2014
Xoom Corporation August 2011 - September 2012
Xoom Corporation September 2008 - August 2011
Fidelity Investments February 2008 - August 2008
UniTeller - Banorte December 2007 - February 2008
UniTeller - Banorte July 2005 - November 2007
Watson Institute for International Studies (Brown University) September 2004 - May 2005
Chase Manhattan Corporation July 2000 - August 2000
Skills
Integration, Process Improvement, Payments, Financial Services, Leadership, Business Analysis, Business Development, Payment Systems, Banking, Management, Remittances, Strategy, Analysis, Money Transfers, Root Cause Analysis, Vendor Management, Start-ups, Escalation Resolution, Partner Management, International, Operations Management, Analytics, Project Management, Payment Card Processing, Credit Cards, Diplomacy, Product Management
Education
Brown University 2001 — 2005
Bachelor’s Degree
Indiana University - Kelley School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Thunderbird School of Global Management 2011 — 2013
Master of Global Management
Fidelity Investments September 2010 - Present
Fidelity Investments January 2006 - August 2010
Fidelity Investments January 2003 - December 2005
Fidelity Investments 2002 - 2004
Fidelity Investments 1999 - 2002
Fidelity Investments 1996 - 1999
PwC 1994 - 1996
Towers Perrin 1992 - 1994
Prudential 1990 - 1991
US Army 1989 - 1990
Education
Brown University 1985 — 1989
Bachelor of Arts (BA), Organizational Behavior & Management
Fidelity Investments 2006 - Present
Education
D'Amore-McKim School of Business at Northeastern University 2000 — 2003
MBA
Brown University 1988 — 1990
MA
University of Cincinnati 1982 — 1986
BA, Economics
Walnut Hills
Holland Philbrick Enterprises, LLC March 2007 - Present
Mercy Housing July 2005 - March 2007
Mercy Housing July 2004 - March 2007
Mercy Housing August 2004 - June 2005
First Data Corporation June 2003 - July 2004
First Data Corporation June 2000 - July 2004
Enterprise Systems January 2002 - June 2003
First Data Corporation July 2000 - June 2002
Accenture / Andersen Consulting May 1998 - July 2000
Fidelity Investments May 1996 - May 1998
Skills
SDLC, Integration, Business Process, Process Improvement, Project Management, Strategy, Cross-functional Team..., Business Analysis, Management, Leadership, Program Management, Enterprise Software, PMP, Consulting, Vendor Management, Change Management, Information Technology
Education
Brown University 1991 — 1995
BNY Mellon Investment Management July 2013 - Present
Fidelity Investments 2011 - 2012
Eurasia Group 2010 - 2011
Associated Press March 2009 - September 2010
Newsweek September 2008 - March 2009
Newsweek January 2002 - September 2008
Random House, Inc. 1997 - 2001
Skills
Journalism, Editing, Copy Editing, Writing, Information Graphics, Thought Leadership, Financial Markets, Data Visualization, Economics, Foreign Relations, Policy Analysis, Public Policy, Publishing, History, Visual Storytelling, International Relations, Content Strategy, Publications, Feature Articles, Editorial
Education
Columbia University - Graduate School of Journalism 2001 — 2003
Brooklyn Law School 2001 — 2005
JD
University of Michigan
BA, political science
Fidelity Investments August 2007 - Present
Yardena Rand August 2005 - Present
Sage Research December 1998 - February 2004
Research Communications June 1996 - December 1998
Skills
Strategic Insights, Customer Experience..., Design Thinking, Innovation Consulting, Cross-functional Team..., Storytelling, Workshop Facilitation, Customer Insight, Consumer Trends, Immersion Excursions, Market Research, Qualitative Research, Ethnography, Quantitative Research, Segmentation, Analytics, Competitive Intelligence, Financial Services, Focus Groups, Focus group facilitation, Online Focus Groups
Education
Brown University
Ph.D., American Cultural History
Brown University
Master of Arts (M.A.), American Cultural History
University of Southern California
Bachelor of Arts (B.A.), English and History
GSO Capital Partners, Blackstone Group October 2011 - Present
MidOcean Partners October 2010 - October 2011
Fidelity Investments May 2008 - October 2010
Mercatus Partners LLC June 2007 - August 2007
New Sector Alliance May 2006 - August 2006
Skills
Due Diligence, Hedge Funds, Financial Modeling, Financial Analysis, Management Consulting, Entrepreneurship, Business Strategy, Market Research, Competitive Analysis
Education
Brown University 2004 — 2008
Bachelor of Arts (B.A.), Economics
International School Manila 2000 — 2004
International Baccalaureate
self-employed August 2001 - Present
Rhode Island School of Design 2002 - 2003
Fidelity Investments August 1993 - July 2001
Skills
Editing, Writing, Content Development, Creative Writing, Editorial, Publishing, Blogging, Books, Published Author, Copy Editing, Publications, Non-fiction, Literature, Proofreading
Education
Brown University
Kent School
Sibton Park
Oracle April 2015 - Present
AppDynamics August 2013 - April 2015
Joyent November 2010 - August 2013
Oracle Corporation February 2010 - October 2010
Sun Microsystems July 2007 - February 2010
Network Appliance June 2006 - August 2006
Fidelity Investments June 2005 - August 2005
Skills
Python, Distributed Systems, Solaris, C, JavaScript, Cloud Computing, Scalability, Java, Integration, iSCSI, Perl, Storage
Education
Brown University 2003 — 2007
Bachelor of Science (B.S.), Computer Science
Milton Academy 1999 — 2003
Acadian Asset Management March 2007 - January 2014
Fidelity Investments 1998 - 2007
Skills
Bloomberg, Equities, Asset Allocation, Portfolio Management, Alternative Investments, Fixed Income, Mutual Funds, Hedge Funds, Asset Management, Quantitative Finance
Education
Brown University 1990 — 1997
Ph.D., Physics
Fidelity Investments Financial Project ManagerFranklin Templeton InvestmentsOctober 1999 - April 2004
Blue Cross & Blue Shield of RI 1997 - 1999
Skills
Mutual Funds, Series 63, Relationship Management, 401k, Series 7, Asset Management, Retirement Planning, Fixed Annuities, Asset Allocation, Financial Services, Investments, Retirement, Alternative Investments, Securities, Investment Advisory, Series 6, Investment Strategies, Wealth Management, Series 24
Education
Brown University 1993 — 1997
Fidelity Investments May 2013 - Present
Fidelity Investments February 2010 - May 2013
Fidelity Investments April 2007 - February 2010
Fidelity Investments April 2004 - April 2007
Fidelity Investments May 2003 - April 2004
Oliver Wyman August 1996 - February 1998
Skills
Series 7, Segmentation, Strategic Planning, Sales Management, Marketing Strategy, Series 9/10, Referrals
Education
UNC Kenan-Flagler Business School 1994 — 1996
Master of Business Administration (M.B.A.), Marketing and Finance
Brown University 1986 — 1990
Bachelor of Arts (B.A.), American History (United States)
Scholastic May 2012 - Present
Bank of America Merrill Lynch June 2010 - May 2012
Fidelity Investments May 2008 - February 2010
Fidelity Investments May 2006 - April 2008
Putnam Investments 1995 - 2003
Education
Brown University
ScB, Mathematics
Delta Air Lines September 2010 - Present
Nascar - Daytona - International June 2011 - June 2011
CardVio Cards January 2008 - October 2010
Fidelity Investments March 1998 - January 2008
Fidelity Investments January 1998 - January 2008
Fidelity Investments 1998 - 2008
John Hancock January 1997 - January 1998
John Hancock January 1997 - January 1998
Manulife Financial, ILS January 1996 - January 1997
Pebra Inc January 1995 - January 1996
Education
Brock University
Computer Science
Niagara College
Certificate, Computer Processing Information Management Systems
William George Associates
Certificate; Bachelor, Advanced Project Management; Computer Science
Citizens Bank 2013 - Present
RBS Citizens July 2011 - Present
RBS Citizens 2009 - Present
Fidelity Investments 2002 - 2008
XMP Inc. 1999 - 2002
Bitstream 1996 - 1999
Archetype Inc. 1987 - 1996
Camex 1984 - 1987
Skills
Strategy, Cross-functional Team..., IT Strategy, Start-ups, Change Management, Mergers & Acquisitions, Business Intelligence, Business Strategy, Leadership, Management, Business Transformation, Business Process, Enterprise Architecture, Entrepreneurship, Team Building, Project Planning, Budgets, Financial Risk, Team Management, Investments, Enterprise Risk..., Large Scale Business..., Risk Management, Operational Excellence, Portfolio Management, Product Management, Vendor Management, Banking, Consulting, Executive Management, Operational Risk, Business Analysis, Business Process..., Financial Services, Technology Management, Governance, Business Process..., Operational Risk..., Project Portfolio..., Corporate Governance, Basel II, PMO, Risk Assessment, Process Improvement
Education
Brown University
ScB
Ava Anderson Non-Toxic April 2013 - Present
Fidelity Investments April 2012 - Present
Fidelity Investments November 1999 - March 2012
Cincinnati Bar Association August 1994 - October 1999
Skills
Process Improvement, Program Management, Project Management, Call Center, Strategic Planning, Relationship Management, Team Building, Coaching, Business Analysis, 401k, Leadership, Vendor Management, Risk Management, Business Process..., Employee Benefits
Education
Western Kentucky University 1990 — 1994
Bachelor of General Studies, Business Administration, Management and Operations
Broward Community College 1989 — 1989
Transferred to Miami Dade CC, Business
Miami Dade College 1989 — 1989
Transferred to Western Kentucky University, Graphic Arts / Design
Fidelity Investments
Skills
Research, Mutual Funds, Business Analysis, Process Improvement, SDLC, Outlook, Middle Office, Risk Management, Financial Services, Portfolio Management, Investments, Data Analysis, Relationship Management, Vendor Management, Strategic Planning, Microsoft Excel, Bloomberg, Equities, Financial Analysis, Asset Management, Securities, Derivatives, Fixed Income, Asset Allocation
Education
Brown University 1990 — 1994
Fonville Morisey Realty January 2011 - Present
Fonville Morisey Realty February 2008 - January 2011
Fidelity Investments October 2007 - December 2007
Schoor DePalma 2001 - 2005
Skills
Active Directory, Windows Server, Microsoft Exchange, Servers, DNS, Group Policy, Hyper-V, Antivirus, HP, Dell PowerEdge Servers, Windows, Blackberry, Laptops, Networking, Security, Printers, VoIP, Management, Account Management, Enterprise Vault, Print Servers, XP, Hardware, Windows 7, Technical Support, System Administration, Windows XP
Education
CHUBB Institute 2000 — 2004
Web Development
Brookdale Community College 1996 — 2000
Associates in Arts
Christian Brothers Academy 1990 — 1994
Fidelity Investments February 2011 - Present
Fidelity Investments 2007 - 2011
Fidelity Investments 2002 - 2007
Fidelity Investments 1997 - 2002
Skills
Investment Advisory, Asset Managment, Alternative Investments, Hedge Funds, Investments, Corporate Governance, Pensions, Equities, Broker-Dealer
Education
Brooklyn Law School
J.D.
University of Massachusetts, Amherst
B.A., Political Science and Japanese Language
Santander Bank, N.A. November 2014 - Present
CDM Smith August 2011 - October 2014
Thermo Fisher Scientific March 2010 - August 2011
Fidelity Investments November 2007 - March 2010
Fidelity Investments April 2005 - October 2007
Skills
Deferred Compensation, HRIS, Performance Management, Succession Planning, Employee Benefits, Talent Management, Workforce Planning, Employee Relations, Onboarding, Organizational Design, Human Resources, Personnel Management, Talent Acquisition, Employee Engagement, Incentive Programs, Benefits Administration, Executive Pay, Organizational..., HR Policies, Applicant Tracking..., HR Consulting, Compensation Structures, Compensation & Benefit, Salary
Education
Brunel University London 1993 — 1998
BEng, Engineering
International Secondary School Eindhoven 1990 — 1993
International Baccalaureate
Nike April 2014 - Present
Nike April 2013 - April 2014
Nike April 2012 - April 2013
Nike January 2010 - April 2012
BGSA Capital August 2008 - January 2010
Cowen and Company July 2005 - July 2008
Fidelity Investments May 2004 - June 2005
Skills
Mergers, Equities, Business Strategy, Management Consulting, Financial Modeling, Valuation, Corporate Development, Strategic Planning, Financial Analysis, Due Diligence, Private Equity, Industry Analysis, Competitive Analysis, Investment Banking, Strategy Development, Venture Capital, Corporate Finance, Emerging Markets, Business Valuation, Excel, Negotiation, PowerPoint, Word, Finance, Investments, Mergers & Acquisitions, Strategy
Education
Brown University 2003 — 2005
Bachelor of Arts, Business Economics
United States Military Academy at West Point 2001 — 2003
Economics
Avaya Inc. March 2000 - November 2013
Avaya Inc. May 2000 - January 2011
LRN Corporation September 2009 - October 2009
Fidelity Investments 1998 - 2000
AT&T January 1982 - June 1998
Skills
Change Management, Communication Training, Go-to-market Strategy, Internal Communications, Leadership, Management, Messaging, Public Relations, Speech Writing, Strategic Communications, Thought Leadership
Education
Brown University 1968 — 1971
BA English. BA French, English, French
Fidelity Investments ConsultantMercer Human Resource ConsultingJune 1988 - May 1994
Education
Brown University 1984 — 1988
BA, Math, Economics
Andover
Douglas and London September 2008 - Present
Mayor's Office of Labor Relations September 2007 - May 2008
Fidelity Investments September 2005 - September 2006
Motley Rice LLC September 2004 - April 2006
Skills
Litigation, Legal Research, Legal Writing, Personal Injury, Civil Litigation, Courts, Mediation, Medical Malpractice, Westlaw
Education
Brooklyn Law School 2005 — 2008
JD, Law
Northeastern University 2000 — 2003
BA, History & Philosophy
Fidelity Investments May 2010 - Present
Fidelity Investments September 2007 - November 2008
Keane July 1996 - August 2007
ISM-BC November 1992 - June 1996
Edge Training and Consulting February 1991 - October 1992
Overwaitea Food Group July 1987 - January 1991
Canadian Northern Shield Insurance September 1986 - July 1987
DMR & Associates October 1984 - December 1985
Education
British Columbia Institute of Technology 1982 — 1984
Diploma of Technology, Computer Systems
Cloud Technology Partners September 2010 - Present
Health Dialog 2006 - 2009
RISC Ventures 2003 - 2006
Fidelity Investments April 1993 - February 2002
Chemical Bank 1986 - 1992
Boston Consulting Group 1980 - 1985
Citibank 1974 - 1978
Skills
Product Management, Software Development, SaaS, Process Improvement, Cloud Computing, Start-ups, IT Strategy, Enterprise Architecture, Strategy, Vendor Management, Strategic Planning, Management, Software Project..., SDLC, Program Management, Cross-functional Team..., Leadership, Business Intelligence, Professional Services, Management Consulting
Education
Stanford University Graduate School of Business 1978 — 1980
MBA
Brown University 1970 — 1974
AB, English and American Literature
Pioneer Investments July 2010 - Present
Foreside Financial Group, LLC August 2007 - October 2008
BISYS February 2005 - July 2007
Fidelity Investments August 2003 - February 2005
Davidson Manchel & Brennan April 2002 - May 2003
Fidelity Investments June 1997 - November 2001
US Securities and Exchange Commission January 1988 - June 1997
Shereff Friedman Hoffman & Goodman April 1986 - December 1987
Schulte Roth & Zabel LLP October 1983 - April 1986
Skills
Mutual Funds, Compliance, FINRA, SEC reporting, Contract Negotiation, SEC, Securities, Litigation, SEC filings, Legal Writing, Investments, Securities Regulation, Financial Risk, Financial Services, Due Diligence, Broker-Dealer, Finance, Policy, AML, Corporate Law, Corporate Governance, Hedge Funds, Asset Management, Alternative Investments, Investment Management, Capital Markets
Education
Brooklyn Law School 1980 — 1983
Juris Doctor, Law
Vassar College 1974 — 1978
B.A., Urban Studies
Fidelity Investments Summer AssociateMercatus PartnersJune 2007 - August 2007
Education
Brown University 2004 — 2008
BA, Economics, International Relations
Fidelity Investments 1997 - Present
Skills
Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Microsoft Office, Mutual Funds, Bloomberg, Wealth Management, Portfolio Management, Finance
Education
Harvard Business School
Brown University
Fidelity Investments April 1994 - Present
Fidelity Investments 2009 - 2009
Education
Brown University 1981 — 1985
PH.D Candidate, Economics
Barnum Financial Group, an Office of MetLife December 2010 - Present
New York Life Insurance Company September 2009 - December 2010
Fidelity Investments October 2004 - October 2008
Radio One 2000 - 2006
Skills
Investments, Mutual Funds, Retirement, Financial Services, Finance, Public Speaking, 401k, Series 63, Retirement Planning, Management, Small Business, Asset Allocation, Series 6, Fixed Annuities, Insurance, Health Insurance, Employee Benefits, Life Insurance, CRM, IRAs
Education
Brown University 1996 — 2000
BA, Human Biology (Health & Disease)
Packer Collegiate Institute 1992 — 1996
MIT 2009 - July 2015
MIT 1989 - 2009
Fidelity Investments 1986 - 1989
Berklee College of Music 1985 - 1987
Skills
Higher Education, Social Media, Project Management, Technical Leadership, Customer Service..., IT Service Management, Technical Training, Non-profit Volunteer, Leadership, Management, Photoshop, Team Leadership, Research, Technical Support, Community Outreach, Databases, Data Analysis
Education
Brown University 1977 — 1981
A.B., Studio Arts
Horizon Investments March 2015 - Present
Natixis Global Associates International January 2012 - January 2015
Natixis Global Associates September 2010 - January 2012
Fidelity Investments June 2006 - August 2010
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Investments, ETFs, 401k, Separately Managed..., Investment Advisory, Asset Managment, Securities, Retirement, Series 65, Investment Strategies
Education
Brown University
B.A., Business Economics
J.P. Morgan October 2014 - Present
Fidelity Investments September 2013 - October 2014
Auerbach Grayson May 2012 - August 2012
Skills
Financial Modeling, Investments, Equities, Equity Research, Microsoft Excel, Data Analysis, Research, Valuation, Financial Analysis, Portfolio Management, Bloomberg
Education
Brown University 2012 — 2013
Master of Science (M.Sc.), Engineering
Brown University 2008 — 2012
Bachelor of Arts (B.A.), Civil Engineering
Viewpoint School 2004 — 2008
Merrill Edge June 2013 - Present
Fidelity Investments May 2011 - May 2013
Arizona Diamondbacks August 2007 - March 2011
Academy Sports and Outdoors September 2010 - December 2010
Baseball Lesson October 2008 - March 2010
Veneto Builders October 2008 - January 2009
Skills
Leadership, Sports, Baseball, Management, Customer Service, Public Speaking, Fundraising, Sales, Microsoft Office, Account Management, Microsoft Excel, PowerPoint, Securities, Financial Modeling, Financial Analysis, Investments, Finance, Portfolio Management, Team Leadership, Microsoft Word
Education
Brown University 2004 — 2010
Bachelor of Arts, Political Science
Lake Brantley high school 2000 — 2004
High School Diploma
Waters Corporation March 2015 - Present
Thermo Fisher Scientific December 2012 - March 2015
Thermo Fisher Scientific February 2008 - December 2012
Fidelity Investments October 2005 - February 2008
City Year August 2003 - June 2005
Skills
Data Analysis, Process Improvement, Customer Satisfaction, Team Building, Management, Leadership, Project Planning, Training, Recruiting, Marketing, Coaching, Customer Service, Negotiation, Team Leadership, Sales, Logistics, Supply Chain, Cross-functional Team..., Interviews, Operations Management, Microsoft Office, Outlook, Microsoft Excel, Product Development, Microsoft Word, Strategic Planning, Six Sigma, Forecasting, Project Management, Program Management, Continuous Improvement, PowerPoint, Change Management, Analysis, Salesforce.com
Education
University of Rhode Island 2009 — 2012
MBA, Management
Brown University 1999 — 2003
BA, Ancient Studies & Religious Studies
CoreAxis Consulting September 2012 - Present
Fidelity Investments May 2011 - August 2012
Fidelity Investments October 2009 - May 2011
Fidelity Investments May 2007 - October 2009
Brown University - The Education Alliance September 2003 - May 2007
JPMorgan - Arrakis June 2000 - September 2003
AmeriCorps - Athletes in Service to America August 1998 - June 1999
Skills
Adobe eLearning Suite, Adobe Creative Suite, HTML, HTML 5, CSS, JavaScript, ASP, PHP, Microsoft Office, Access Database, Illustrator, Flash, Dreamweaver, Captivate, Graphic Design, Information Architecture, Instructional Technology, Information Design, Visual Design, Web Interface Design, WebTrends Analytics, Learning Management..., Web Content, Adult English as a..., Citizenship Teacher, Experience Design, Web Design, Content Development, Blended Learning, Instructional Design, Needs Analysis, E-Learning
Education
University of Rhode Island 2008 — 2010
Master of Arts (M.A.), Adult Education
Brown University 1994 — 1998
Bachelor of Arts (B.A.), American Civilization
Fidelity Investments June 2006 - Present
J.P. Morgan 2002 - 2006
Skills
Financial Modeling, Investments, Asset Management, Fixed Income, Series 7, Capital Markets, Portfolio Management, Securities, Hedge Funds, Equities, Valuation, Mutual Funds, Bloomberg, Alternative Investments, Equity Research, Financial Analysis, Asset Allocation
Education
Brown University 1998 — 2002
Business/Managerial Economics
Fidelity Investments July 2000 - Present
IBM August 1979 - July 2006
Education
Broome Community College 2001 — 2004
Associate's degree, Business Administration and Management, General
Owego Free Academy 1977 — 1980
high school degree, Business
iHerb Inc. 2014 - 2015
Fidelity Investments October 2012 - November 2013
Hertz January 2005 - October 2012
Education
Brown Mackie College-Cincinnati 2001 — 2002
Business, Management, Marketing, and Related Support Services