Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Employee
Years
Job
Industry
David M. Cataldo David M. Cataldo's Fidelity Investments Experience June 2015 - Present
Job Associate Financial Analyst at Fidelity Investments, Smithfield
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Bryant University September 2014 - May 2015
Fidelity Investments June 2014 - August 2014
Bryant University September 2013 - May 2014
Agero, Inc. May 2013 - August 2013
Bryant University September 2012 - May 2013
Northeast Arc June 2012 - August 2012
Skills
Statistics, Teamwork, Financial Analysis, Microsoft Excel, Microsoft Word, Oracle Business..., Essbase, PowerPoint, Equity Valuation, FactSet, Time Management, Social Media, Listener, Team Leadership, Ebay Sales, Writing, Prophix, Brio Explorer, Organization, Building Relationships, SAS Base, SAS Programming, SAS Enterprise Miner, SAS Enterprise Guide, Microsoft Office, Customer Service, Leadership, Accounting, Public Speaking
Education
Bryant University 2011 — 2015
Bachelor’s Degree, Business Administration; Finance & Applied Statistics, Graduated
Fidelity Investments June 2015 - Present
Bryant University September 2014 - May 2015
Fidelity Investments June 2014 - August 2014
Bryant University September 2013 - May 2014
Agero, Inc. May 2013 - August 2013
Bryant University September 2012 - May 2013
Northeast Arc June 2012 - August 2012
Skills
Statistics, Teamwork, Financial Analysis, Microsoft Excel, Microsoft Word, Oracle Business..., Essbase, PowerPoint, Equity Valuation, FactSet, Time Management, Social Media, Listener, Team Leadership, Ebay Sales, Writing, Prophix, Brio Explorer, Organization, Building Relationships, SAS Base, SAS Programming, SAS Enterprise Miner, SAS Enterprise Guide, Microsoft Office, Customer Service, Leadership, Accounting, Public Speaking
Education
Bryant University 2011 — 2015
Bachelor’s Degree, Business Administration; Finance & Applied Statistics, Graduated
Hillary Stevens Vacon Hillary Stevens Vacon's Fidelity Investments Experience August 2010 - February 2012
Job Project Management Specialist at Prudential Retirement
Industry Financial Services
Experience
Prudential Retirement August 2013 - Present
Prudential Retirement February 2012 - August 2013
Fidelity Investments August 2010 - February 2012
Fidelity Investments June 2005 - August 2010
Skills
Project Management, Sales, Investments, Series 7, Series 63, Mutual Funds, Financial Services, 401k, Asset Allocation, Retirement
Education
University of Rhode Island 2008 — 2010
MBA, MBA
Bryant University 2001 — 2005
BS in BA, Finance
Suffield High School 1997 — 2001
Prudential Retirement August 2013 - Present
Prudential Retirement February 2012 - August 2013
Fidelity Investments August 2010 - February 2012
Fidelity Investments June 2005 - August 2010
Skills
Project Management, Sales, Investments, Series 7, Series 63, Mutual Funds, Financial Services, 401k, Asset Allocation, Retirement
Education
University of Rhode Island 2008 — 2010
MBA, MBA
Bryant University 2001 — 2005
BS in BA, Finance
Suffield High School 1997 — 2001
Jeff Elofson Jeff Elofson's Fidelity Investments Experience 2000 - 2001
Job Mortgage Originator at Sharon Credit Union
Industry Real Estate
Experience
Sharon Credit Union January 2014 - Present
Covenant Mortgage, LLC April 2013 - September 2013
radius financial group inc. July 2011 - August 2012
Poli Mortgage Group December 2009 - July 2011
Dream Home Realty, LLC March 2008 - June 2010
People's Choice Mortgage August 2005 - December 2009
Business Intelligence International, Inc. January 1999 - December 2008
Fidelity Investments 2000 - 2001
Strategic Solutions, Inc. September 1995 - March 1998
Great Woods TV Facts July 1993 - June 1995
Skills
Refinance, Mortgage Lending, Residential Mortgages, FHA, VA, Mortgage Industry, Mortgage, VA loans, Purchase, USDA, First Time Home Buyers, Conforming, Loans, Mortgage Planning, Debt Consolidation, Mortgage Banking, Government Loans, Home, FHA financing, Loan Origination, REO, First Time Buyers, Credit, Loan Structuring, Real Estate, New Home Sales, Condos, Single Family Homes, Residential, Non-Conforming, Relocation, Investment Properties, Reverse Mortgages, Banking, Residential Homes, Small Business, Finance, Real Estate Transactions, Certified Mortgage..., Sales, Mortgage Underwriting, Underwriting, Construction Loans, Real Estate Financing
Education
Bryant University 1989 — 1993
MBA, Business Management
Northeastern University 1983 — 1987
BSBA, Management Information Systems
Eastern Nazarene College 1980 — 1983
Business
Quincy High School 1977 — 1980
Sharon Credit Union January 2014 - Present
Covenant Mortgage, LLC April 2013 - September 2013
radius financial group inc. July 2011 - August 2012
Poli Mortgage Group December 2009 - July 2011
Dream Home Realty, LLC March 2008 - June 2010
People's Choice Mortgage August 2005 - December 2009
Business Intelligence International, Inc. January 1999 - December 2008
Fidelity Investments 2000 - 2001
Strategic Solutions, Inc. September 1995 - March 1998
Great Woods TV Facts July 1993 - June 1995
Skills
Refinance, Mortgage Lending, Residential Mortgages, FHA, VA, Mortgage Industry, Mortgage, VA loans, Purchase, USDA, First Time Home Buyers, Conforming, Loans, Mortgage Planning, Debt Consolidation, Mortgage Banking, Government Loans, Home, FHA financing, Loan Origination, REO, First Time Buyers, Credit, Loan Structuring, Real Estate, New Home Sales, Condos, Single Family Homes, Residential, Non-Conforming, Relocation, Investment Properties, Reverse Mortgages, Banking, Residential Homes, Small Business, Finance, Real Estate Transactions, Certified Mortgage..., Sales, Mortgage Underwriting, Underwriting, Construction Loans, Real Estate Financing
Education
Bryant University 1989 — 1993
MBA, Business Management
Northeastern University 1983 — 1987
BSBA, Management Information Systems
Eastern Nazarene College 1980 — 1983
Business
Quincy High School 1977 — 1980
Jeremy Antine Jeremy Antine's Fidelity Investments Experience June 2011 - Present
Job Senior Systems Services and Support Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Fidelity Investments February 2009 - June 2011
Fidelity Investments February 2004 - February 2009
Education
Bryant University 1998 — 2001
bachelor of science in business administration, Computer Information Systems
Fidelity Investments June 2011 - Present
Fidelity Investments February 2009 - June 2011
Fidelity Investments February 2004 - February 2009
Education
Bryant University 1998 — 2001
bachelor of science in business administration, Computer Information Systems
Emily Coutu Emily Coutu's Fidelity Investments Experience January 2011 - Present
Job Associate College Relations Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Providence CityArts for Youth 2013 - 2014
Sensata Technologies July 2010 - December 2010
March of Dimes October 2008 - May 2010
Bryant University September 2006 - May 2010
Elizabeth's Shoppe October 2003 - May 2010
Pyramis Global Advisors June 2009 - February 2010
Trinity Repertory Company February 2009 - May 2009
WaterFire Providence September 2008 - January 2009
Bryant University May 2008 - September 2008
Skills
Microsoft Excel, Event Planning, Employee Benefits, Public Relations, Marketing, Leadership, Fundraising, Management, Customer Service, Marketing Management, Teamwork, Microsoft Office, Public Speaking, Sales, Time Management, Event Management
Education
University of Rhode Island 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Bryant University 2006 — 2010
BSBA, Marketing/Management
Fidelity Investments January 2011 - Present
Providence CityArts for Youth 2013 - 2014
Sensata Technologies July 2010 - December 2010
March of Dimes October 2008 - May 2010
Bryant University September 2006 - May 2010
Elizabeth's Shoppe October 2003 - May 2010
Pyramis Global Advisors June 2009 - February 2010
Trinity Repertory Company February 2009 - May 2009
WaterFire Providence September 2008 - January 2009
Bryant University May 2008 - September 2008
Skills
Microsoft Excel, Event Planning, Employee Benefits, Public Relations, Marketing, Leadership, Fundraising, Management, Customer Service, Marketing Management, Teamwork, Microsoft Office, Public Speaking, Sales, Time Management, Event Management
Education
University of Rhode Island 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Bryant University 2006 — 2010
BSBA, Marketing/Management
Wendy (Haynes) Jenkins Wendy (Haynes) Jenkins's Fidelity Investments Experience 2011 - September 2013
Job TECHNOLOGY LEADER : PROGRAM MANAGER seeking new opportunities
Industry Information Technology and Services
Experience
Fidelity Investments 2011 - September 2013
Fidelity Investments 2008 - 2011
Fidelity Investments 1994 - 2008
Skills
Program Management, Financial Services, Strategy, Integration, Management, Enterprise Architecture, Solution Architecture, Process Improvement, Vendor Management, Cross-functional Team..., Operations Management, Mutual Funds, Software Development, Leadership, Analysis, Enterprise Software, Software Project..., Testing, IT Strategy, Requirements Gathering, Business Process..., Agile Methodologies, Product Management, Requirements Analysis, Investments, Project Portfolio..., Outsourcing, Resource Management, SaaS, Business Intelligence, Executive Leadership, Business Development &..., C-Level Communications, ITIL, Securities, Asset Management, SDLC, Business Analysis, Project Management, Risk Management, Equities, Relationship Management, Crisis Management, Lean Process Improvement, Kanban, Release Management, Leadership Development, Professional Mentoring, Big Data, Cloud Computing
Education
Bryant University
Bachelor of Science (BS), Finance
Fidelity Investments 2011 - September 2013
Fidelity Investments 2008 - 2011
Fidelity Investments 1994 - 2008
Skills
Program Management, Financial Services, Strategy, Integration, Management, Enterprise Architecture, Solution Architecture, Process Improvement, Vendor Management, Cross-functional Team..., Operations Management, Mutual Funds, Software Development, Leadership, Analysis, Enterprise Software, Software Project..., Testing, IT Strategy, Requirements Gathering, Business Process..., Agile Methodologies, Product Management, Requirements Analysis, Investments, Project Portfolio..., Outsourcing, Resource Management, SaaS, Business Intelligence, Executive Leadership, Business Development &..., C-Level Communications, ITIL, Securities, Asset Management, SDLC, Business Analysis, Project Management, Risk Management, Equities, Relationship Management, Crisis Management, Lean Process Improvement, Kanban, Release Management, Leadership Development, Professional Mentoring, Big Data, Cloud Computing
Education
Bryant University
Bachelor of Science (BS), Finance
Kimly Hong Kimly Hong's Fidelity Investments Experience August 2012 - Present
Job Information Security & Risk at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2012 - Present
Citizens Bank 2008 - July 2012
Citizens Bank 2005 - 2008
PA Consulting Group 2000 - 2002
Stream Global Services 1999 - 2000
Skills
Software Integration, Applications Support, Server Support, Project Coordination, Technology..., Financial Systems..., Knowledge Management, Technical Presentations, Technical Support, Integration
Education
Bryant University 2012 — 2012
Certificate, Project Management, Pass
Husson University 1994 — 1998
Bachelor of Science, Management of Information Systems (MIS)
Fidelity Investments August 2012 - Present
Citizens Bank 2008 - July 2012
Citizens Bank 2005 - 2008
PA Consulting Group 2000 - 2002
Stream Global Services 1999 - 2000
Skills
Software Integration, Applications Support, Server Support, Project Coordination, Technology..., Financial Systems..., Knowledge Management, Technical Presentations, Technical Support, Integration
Education
Bryant University 2012 — 2012
Certificate, Project Management, Pass
Husson University 1994 — 1998
Bachelor of Science, Management of Information Systems (MIS)
Greg Najarian, CFA Greg Najarian, CFA's Fidelity Investments Experience June 2009 - August 2010
Job Associate at Centre Lane Partners, LLC
Industry Venture Capital & Private Equity
Experience
Centre Lane Partners, LLC September 2015 - Present
Macquarie Capital August 2014 - August 2015
Rex Capital Advisors September 2011 - July 2014
Fidelity Investments June 2009 - August 2010
Skills
Financial Modeling, Finance, Accounting, Analysis, Microsoft Excel, Sales, Strategic Planning, Microsoft Office, Insurance, Customer Service, Data Analysis, Financial Reporting, PowerPoint, Word, Excel
Education
Bryant University 2007 — 2011
B.S.B.A, Finance
Bishop Feehan High School 2003 — 2007
Centre Lane Partners, LLC September 2015 - Present
Macquarie Capital August 2014 - August 2015
Rex Capital Advisors September 2011 - July 2014
Fidelity Investments June 2009 - August 2010
Skills
Financial Modeling, Finance, Accounting, Analysis, Microsoft Excel, Sales, Strategic Planning, Microsoft Office, Insurance, Customer Service, Data Analysis, Financial Reporting, PowerPoint, Word, Excel
Education
Bryant University 2007 — 2011
B.S.B.A, Finance
Bishop Feehan High School 2003 — 2007
Caitlyn May Caitlyn May's Fidelity Investments Experience January 2014 - May 2014
Job Project Manager/Process Analyst at The Hartford
Industry Information Technology and Services
Experience
The Hartford July 2015 - Present
The Hartford July 2015 - Present
The Hartford May 2014 - August 2014
Fidelity Investments January 2014 - May 2014
Fidelity Investments May 2013 - August 2013
UniBank for Savings May 2012 - January 2013
Coldstone Creamery April 2010 - September 2011
Skills
Leadership, Microsoft Office, Project Management, Teamwork, Analysis, Management, Event Planning, Systems Analysis, Customer Service, Microsoft Word, Public Speaking, Organization, Data Analysis, Outlook, Microsoft Excel, Design Thinking, Idea Generation, Business Objects, Microsoft BI Suite, PowerPoint, Time Management
Education
Bryant University 2011 — 2015
Bachelors of Business Administration, Management, Computer Information Systems(CIS)
Sutton High School 2008 — 2011
High School Diploma
The Hartford July 2015 - Present
The Hartford July 2015 - Present
The Hartford May 2014 - August 2014
Fidelity Investments January 2014 - May 2014
Fidelity Investments May 2013 - August 2013
UniBank for Savings May 2012 - January 2013
Coldstone Creamery April 2010 - September 2011
Skills
Leadership, Microsoft Office, Project Management, Teamwork, Analysis, Management, Event Planning, Systems Analysis, Customer Service, Microsoft Word, Public Speaking, Organization, Data Analysis, Outlook, Microsoft Excel, Design Thinking, Idea Generation, Business Objects, Microsoft BI Suite, PowerPoint, Time Management
Education
Bryant University 2011 — 2015
Bachelors of Business Administration, Management, Computer Information Systems(CIS)
Sutton High School 2008 — 2011
High School Diploma
Heather Barry Heather Barry's Fidelity Investments Experience November 2006 - December 2008
Job Business Development Manager, New England Region and Data Privacy at Nixon Peabody LLP
Industry Marketing and Advertising
Experience
Nixon Peabody LLP October 2013 - Present
Alexander, Aronson, Finning, CPAs October 2012 - October 2013
Conn Kavanaugh Rosenthal Peisch & Ford, LLP October 2009 - September 2012
Fidelity Investments November 2006 - December 2008
Fidelity Investments June 2005 - November 2006
WilmerHale April 2004 - June 2005
John Hancock Life Insurance Company (U.S.A.) July 1997 - April 2004
Skills
Business Development, Email Marketing, Marketing Communications, Integrated Marketing, Collateral, Marketing Strategy, Online Lead Generation, Brand Management, Website Development, Content Marketing, Project Management, Marketing Research, Media Planning, Event Based Marketing, Vendor Management, Social Media Coach, SEM, Marketing, Brand Development, Advertising, Copywriting, CRM, Entrepreneurship, Media Relations, New Business Development
Education
Bryant University
BS, Marketing and Sociology
Nixon Peabody LLP October 2013 - Present
Alexander, Aronson, Finning, CPAs October 2012 - October 2013
Conn Kavanaugh Rosenthal Peisch & Ford, LLP October 2009 - September 2012
Fidelity Investments November 2006 - December 2008
Fidelity Investments June 2005 - November 2006
WilmerHale April 2004 - June 2005
John Hancock Life Insurance Company (U.S.A.) July 1997 - April 2004
Skills
Business Development, Email Marketing, Marketing Communications, Integrated Marketing, Collateral, Marketing Strategy, Online Lead Generation, Brand Management, Website Development, Content Marketing, Project Management, Marketing Research, Media Planning, Event Based Marketing, Vendor Management, Social Media Coach, SEM, Marketing, Brand Development, Advertising, Copywriting, CRM, Entrepreneurship, Media Relations, New Business Development
Education
Bryant University
BS, Marketing and Sociology
Bret Clancy Bret Clancy's Fidelity Investments Experience May 2015 - Present
Job Senior Account Supervisor, Integrated Marketing and Communications at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments May 2015 - Present
Staples September 2012 - May 2015
Citizens Bank July 2008 - August 2012
Citizens Bank July 2007 - July 2008
Sweet Scoops Frozen Yogurt February 2005 - September 2005
Skills
Advertising, Retail, Integrated Marketing, Marketing Strategy, Social Media, Brand Development, Media Planning, Customer Experience, Online Marketing, Digital Strategy, Marketing Communications, Direct Marketing, Email Marketing, Public Relations, Digital Marketing, E-commerce, Instagram
Education
Bryant University 2003 — 2007
B.S., Marketing / Management (Double Major), Communication (Minor), Cum Laude
Fidelity Investments May 2015 - Present
Staples September 2012 - May 2015
Citizens Bank July 2008 - August 2012
Citizens Bank July 2007 - July 2008
Sweet Scoops Frozen Yogurt February 2005 - September 2005
Skills
Advertising, Retail, Integrated Marketing, Marketing Strategy, Social Media, Brand Development, Media Planning, Customer Experience, Online Marketing, Digital Strategy, Marketing Communications, Direct Marketing, Email Marketing, Public Relations, Digital Marketing, E-commerce, Instagram
Education
Bryant University 2003 — 2007
B.S., Marketing / Management (Double Major), Communication (Minor), Cum Laude
Artie Leary Artie Leary's Fidelity Investments Experience December 2006 - October 2013
Job
Industry Internet
Experience
GSN (TV & Games) October 2013 - Present
Fidelity Investments December 2006 - October 2013
Leapfrog Systems May 2006 - December 2006
Navimedix May 2005 - May 2006
AMICAS, Inc 2002 - 2005
edocs 1999 - 2001
Touchpoint May 1995 - August 1998
Skills
SDLC, Quality Assurance, Agile Methodologies, Scrum, Software Project..., Testing, Project Management, Requirements Gathering, Six Sigma, Software Quality..., SQL, Process Improvement, User Acceptance Testing, Vendor Management, PMP, Unix, Program Management, Requirements Analysis, Visio, SharePoint, Software Documentation, Agile Project Management, Quality Center, Business Analysis, Systems Analysis, Cross-functional Team..., Agile, Certified Scrum Master..., Continuous Integration, Continuous Improvement, Kanban, Collaboration, QTP, LoadRunner, Jenkins, Agile Testing, Databases, Team Building, Team Leadership, Retrospectives, TTD
Education
Big Visible Solutions 2012 — 2012
CSM - Certified Scrum Master
Bryant University 2009 — 2009
Bryant University
Stonehill College 1988 — 1992
Bachelor of Arts
Norwell High School 1984 — 1988
GSN (TV & Games) October 2013 - Present
Fidelity Investments December 2006 - October 2013
Leapfrog Systems May 2006 - December 2006
Navimedix May 2005 - May 2006
AMICAS, Inc 2002 - 2005
edocs 1999 - 2001
Touchpoint May 1995 - August 1998
Skills
SDLC, Quality Assurance, Agile Methodologies, Scrum, Software Project..., Testing, Project Management, Requirements Gathering, Six Sigma, Software Quality..., SQL, Process Improvement, User Acceptance Testing, Vendor Management, PMP, Unix, Program Management, Requirements Analysis, Visio, SharePoint, Software Documentation, Agile Project Management, Quality Center, Business Analysis, Systems Analysis, Cross-functional Team..., Agile, Certified Scrum Master..., Continuous Integration, Continuous Improvement, Kanban, Collaboration, QTP, LoadRunner, Jenkins, Agile Testing, Databases, Team Building, Team Leadership, Retrospectives, TTD
Education
Big Visible Solutions 2012 — 2012
CSM - Certified Scrum Master
Bryant University 2009 — 2009
Bryant University
Stonehill College 1988 — 1992
Bachelor of Arts
Norwell High School 1984 — 1988
Kerry Zaino Kerry Zaino's Fidelity Investments Experience January 2010 - October 2013
Job Systems Analyst
Industry Financial Services
Experience
Infogroup October 2013 - Present
Fidelity Investments January 2010 - October 2013
Fidelity Investments January 2008 - January 2010
Fidelity Investments January 2003 - January 2008
Fidelity Investments August 2000 - January 2003
Fidelity Investments June 1999 - August 2000
Skills
SDLC, Data Mining, SQL, Data Analysis, Master Data Management, Reference Data, Market Data, Data Acquisition, Business Process..., Requirements Analysis, Business Analysis, Software Development, Systems Analysis
Education
Bryant University 1995 — 1999
Bachelor of Science (BS), Computer Information Systems
Infogroup October 2013 - Present
Fidelity Investments January 2010 - October 2013
Fidelity Investments January 2008 - January 2010
Fidelity Investments January 2003 - January 2008
Fidelity Investments August 2000 - January 2003
Fidelity Investments June 1999 - August 2000
Skills
SDLC, Data Mining, SQL, Data Analysis, Master Data Management, Reference Data, Market Data, Data Acquisition, Business Process..., Requirements Analysis, Business Analysis, Software Development, Systems Analysis
Education
Bryant University 1995 — 1999
Bachelor of Science (BS), Computer Information Systems
Jacob Cross's Fidelity Investments Experience June 2007 - February 2009
Job Lead, Business Systems Projects at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance May 2012 - Present
Liberty Mutual Insurance January 2011 - May 2012
Parametric Technology Corporation June 2009 - December 2010
Fidelity Investments June 2007 - February 2009
Equifax Marketing Services 2005 - 2007
Epsilon 2002 - 2005
Skills
Direct Marketing, Campaign Management, Requirements Gathering, Documentation, Systems Analysis, Project Management, Software Documentation, Databases, SDLC, Access, Business Process, Cross-functional Team..., Business Requirements, Microsoft SQL Server, Business Analysis, CRM, Management, Analysis, Requirements Analysis, Waterfall, Visio, Agile Methodologies, Business Intelligence, Vendor Management, User Acceptance Testing, SharePoint, Data Warehousing
Education
Bryant University 1997 — 2000
Bachelor of Science in Business Administration, Computer Information Systems. Minors: Finance, History.
University of Massachusetts at Lowell 1994 — 1996
Liberty Mutual Insurance May 2012 - Present
Liberty Mutual Insurance January 2011 - May 2012
Parametric Technology Corporation June 2009 - December 2010
Fidelity Investments June 2007 - February 2009
Equifax Marketing Services 2005 - 2007
Epsilon 2002 - 2005
Skills
Direct Marketing, Campaign Management, Requirements Gathering, Documentation, Systems Analysis, Project Management, Software Documentation, Databases, SDLC, Access, Business Process, Cross-functional Team..., Business Requirements, Microsoft SQL Server, Business Analysis, CRM, Management, Analysis, Requirements Analysis, Waterfall, Visio, Agile Methodologies, Business Intelligence, Vendor Management, User Acceptance Testing, SharePoint, Data Warehousing
Education
Bryant University 1997 — 2000
Bachelor of Science in Business Administration, Computer Information Systems. Minors: Finance, History.
University of Massachusetts at Lowell 1994 — 1996
Chris Belknap Chris Belknap's Fidelity Investments Experience July 1998 - August 2013
Job IT Leader Development Manager, Portfolio and Project Manager
Industry Financial Services
Experience
Unum January 2014 - Present
Fidelity Investments July 1998 - August 2013
University of Massachusetts Lowell June 2001 - December 2003
Digital Equipment Corporation July 1996 - June 1998
Arkwright Mutual Insurance 1995 - 1996
Digital Equipment Corporation February 1987 - May 1995
Skills
Agile, Program Management, Software Development, Scrum, Java, SDL, Waterfall, Project Management, HTML, CSS, JavaScript, Agile Methodologies, SDLC, Software Project..., Web Applications, Requirements Analysis, Leadership, SOA, Business Analysis, Agile Project Management, Management, Risk Management, Visio, Project Portfolio..., Requirements Gathering, PMO, Vendor Management
Education
Southern New Hampshire University 1994 — 1997
MBA, Business Administration, Management and Operations
Bryant University 1985 — 1989
BS, CIS
North Smithfield High School 1976 — 1982
Unum January 2014 - Present
Fidelity Investments July 1998 - August 2013
University of Massachusetts Lowell June 2001 - December 2003
Digital Equipment Corporation July 1996 - June 1998
Arkwright Mutual Insurance 1995 - 1996
Digital Equipment Corporation February 1987 - May 1995
Skills
Agile, Program Management, Software Development, Scrum, Java, SDL, Waterfall, Project Management, HTML, CSS, JavaScript, Agile Methodologies, SDLC, Software Project..., Web Applications, Requirements Analysis, Leadership, SOA, Business Analysis, Agile Project Management, Management, Risk Management, Visio, Project Portfolio..., Requirements Gathering, PMO, Vendor Management
Education
Southern New Hampshire University 1994 — 1997
MBA, Business Administration, Management and Operations
Bryant University 1985 — 1989
BS, CIS
North Smithfield High School 1976 — 1982
Nicholas Amaral Nicholas Amaral's Fidelity Investments Experience September 2014 - Present
Job Director, Analytics at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments October 2007 - September 2014
Fidelity Investments March 2007 - October 2007
Fidelity Investments January 2006 - March 2007
Fidelity Investments March 2004 - January 2006
Fidelity Investments June 2002 - March 2004
Education
Bryant University 2007 — 2008
Master of Business Administration, Business Strategy and Finance
University of Rhode Island 1998 — 2002
Bachelor of Science, Finance
Fidelity Investments September 2014 - Present
Fidelity Investments October 2007 - September 2014
Fidelity Investments March 2007 - October 2007
Fidelity Investments January 2006 - March 2007
Fidelity Investments March 2004 - January 2006
Fidelity Investments June 2002 - March 2004
Education
Bryant University 2007 — 2008
Master of Business Administration, Business Strategy and Finance
University of Rhode Island 1998 — 2002
Bachelor of Science, Finance
Brian Belliveau Brian Belliveau's Fidelity Investments Experience December 2007 - 2011
Job Senior Applications Developer at Sankaty Advisors
Industry Information Technology and Services
Experience
Sankaty Advisors June 2014 - Present
Sankaty Advisors May 2012 - June 2014
Fidelity Investments December 2007 - 2011
Fidelity Investments February 2004 - December 2007
Fidelity Investments January 2001 - January 2004
Fidelity Investments January 2000 - 2001
Skills
XML, Web Services, .NET, Agile Methodologies, SDLC, SOA, C#, Scrum, Requirements Analysis, SQL, Software Development, Visual Studio, Oracle, ASP.NET, Software Project..., JavaScript, ClearCase, Java, Software Design, Software Engineering, Visual Basic, Salesforce.com, LINQ, UML, C++, COM, TFS, Eclipse, iOS, Xcode, SSRS, NHibernate, 1010data, IoC, SSIS
Education
Bryant University
BS, Computer Information Systems, Business Management, Psychology (minor)
Sankaty Advisors June 2014 - Present
Sankaty Advisors May 2012 - June 2014
Fidelity Investments December 2007 - 2011
Fidelity Investments February 2004 - December 2007
Fidelity Investments January 2001 - January 2004
Fidelity Investments January 2000 - 2001
Skills
XML, Web Services, .NET, Agile Methodologies, SDLC, SOA, C#, Scrum, Requirements Analysis, SQL, Software Development, Visual Studio, Oracle, ASP.NET, Software Project..., JavaScript, ClearCase, Java, Software Design, Software Engineering, Visual Basic, Salesforce.com, LINQ, UML, C++, COM, TFS, Eclipse, iOS, Xcode, SSRS, NHibernate, 1010data, IoC, SSIS
Education
Bryant University
BS, Computer Information Systems, Business Management, Psychology (minor)
Chris McCarthy Chris McCarthy's Fidelity Investments Experience 1990 - 2000
Job Experienced sales executive: work with plan sponsors and consultants to improve employee retirement readiness
Industry Financial Services
Experience
Voya Financial April 2015 - Present
Financial Engines February 2014 - Present
Charles Schwab May 2000 - February 2014
Fidelity Investments 1990 - 2000
Skills
Series 63, Series 7, 401k, Retirement, Financial Services, Mutual Funds, Wealth Management, Series 65, Asset Allocation, Investment Advisory, Retirement Planning, Series 6, Series 24, Securities, FINRA, Presentation Skills, Relationship Building, Investments
Education
Bryant University 1985 — 1989
Bachelor's Degree, Business Administration
Bishop Fenwick 1981 — 1985
Voya Financial April 2015 - Present
Financial Engines February 2014 - Present
Charles Schwab May 2000 - February 2014
Fidelity Investments 1990 - 2000
Skills
Series 63, Series 7, 401k, Retirement, Financial Services, Mutual Funds, Wealth Management, Series 65, Asset Allocation, Investment Advisory, Retirement Planning, Series 6, Series 24, Securities, FINRA, Presentation Skills, Relationship Building, Investments
Education
Bryant University 1985 — 1989
Bachelor's Degree, Business Administration
Bishop Fenwick 1981 — 1985
Andrew Cardillo Andrew Cardillo's Fidelity Investments Experience October 2005 - September 2007
Job Travelers
Industry Insurance
Experience
Travelers March 2015 - Present
EMC November 2014 - March 2015
CVS Health January 2014 - October 2014
CVS Caremark Corporation May 2012 - December 2013
Blue Cross Blue Shield of Rhode Island April 2010 - November 2011
Travelers Insurance September 2007 - April 2010
Fidelity Investments October 2005 - September 2007
Skills
Actuarial Science, Analytics, Data Analysis, Insurance, Predictive Modeling, SAS, Statistical Modeling, Predictive Analytics, Statistics, Data Modeling, Project Management, Analysis, Business Intelligence, Consulting
Education
Bryant University 2001 — 2003
B.S., Applied Actuarial Mathematics
Travelers March 2015 - Present
EMC November 2014 - March 2015
CVS Health January 2014 - October 2014
CVS Caremark Corporation May 2012 - December 2013
Blue Cross Blue Shield of Rhode Island April 2010 - November 2011
Travelers Insurance September 2007 - April 2010
Fidelity Investments October 2005 - September 2007
Skills
Actuarial Science, Analytics, Data Analysis, Insurance, Predictive Modeling, SAS, Statistical Modeling, Predictive Analytics, Statistics, Data Modeling, Project Management, Analysis, Business Intelligence, Consulting
Education
Bryant University 2001 — 2003
B.S., Applied Actuarial Mathematics
Bryan Rodrigues's Fidelity Investments Experience May 1990 - March 1995
Job Senior Manager at Deloitte
Industry Information Technology and Services
Experience
CVS Caremark Corporation January 2010 - December 2011
CVS Caremark Corporation March 1999 - January 2010
Rodrigues Associates September 1997 - March 1999
Accenture March 1995 - September 1997
Fidelity Investments May 1990 - March 1995
Payless Cashways/Somerville Lumber June 1988 - May 1990
Skills
Information Security..., Enterprise Architecture, Infrastructure..., Internal and External..., Budget Planning, Organizational..., Governance, IT Strategy, Risk Assessment, Security, Business Continuity, Risk Management, Information Security, Integration, Information Technology, SDLC, Data Warehousing, Software Development, Architecture, Management, Disaster Recovery, Mergers & Acquisitions, IT Outsourcing, IT Cost Optimization, Databases, IT Audit, Infrastructure, CISSP, IT Management, Computer Security, PCI DSS
Education
Bryant University 1984 — 1988
BS BA, MIS
CVS Caremark Corporation January 2010 - December 2011
CVS Caremark Corporation March 1999 - January 2010
Rodrigues Associates September 1997 - March 1999
Accenture March 1995 - September 1997
Fidelity Investments May 1990 - March 1995
Payless Cashways/Somerville Lumber June 1988 - May 1990
Skills
Information Security..., Enterprise Architecture, Infrastructure..., Internal and External..., Budget Planning, Organizational..., Governance, IT Strategy, Risk Assessment, Security, Business Continuity, Risk Management, Information Security, Integration, Information Technology, SDLC, Data Warehousing, Software Development, Architecture, Management, Disaster Recovery, Mergers & Acquisitions, IT Outsourcing, IT Cost Optimization, Databases, IT Audit, Infrastructure, CISSP, IT Management, Computer Security, PCI DSS
Education
Bryant University 1984 — 1988
BS BA, MIS
Judy Arsenault Judy Arsenault's Fidelity Investments Experience 1998 - 2002
Job CVS store cashier, pharmacy tech
Industry Consumer Services
Experience
CVS Pharmacy October 2014 - Present
Cheyhill Flowers November 2012 - Present
Christina Rondeau's Kickboxing Corp January 2012 - Present
Utimaco Safeware AG March 2008 - January 2009
Sophos, Inc. March 2008 - January 2009
Fi June 1998 - January 2002
Fidelity Investments 1998 - 2002
CVS May 1985 - May 1998
Skills
Security, Enterprise Software, Cloud Computing, CISSP, Virtualization, Information Security, Network Security, Networking, Technical Support, Computer Security, SaaS, Firewalls, Professional Services, VMware
Education
Bryant University 1980 — 1981
none, Business Mgmt
CVS Pharmacy October 2014 - Present
Cheyhill Flowers November 2012 - Present
Christina Rondeau's Kickboxing Corp January 2012 - Present
Utimaco Safeware AG March 2008 - January 2009
Sophos, Inc. March 2008 - January 2009
Fi June 1998 - January 2002
Fidelity Investments 1998 - 2002
CVS May 1985 - May 1998
Skills
Security, Enterprise Software, Cloud Computing, CISSP, Virtualization, Information Security, Network Security, Networking, Technical Support, Computer Security, SaaS, Firewalls, Professional Services, VMware
Education
Bryant University 1980 — 1981
none, Business Mgmt
Jon Powderly Jon Powderly's Fidelity Investments Experience January 2006 - October 2010
Job Voya Financial
Industry Financial Services
Experience
Voya Financial Advisors November 2011 - Present
Fidelity Investments January 2006 - October 2010
Fidelity Investments January 2003 - December 2005
Fidelity Investments June 2000 - December 2002
Fidelity Investments May 1999 - May 2000
Education
Bryant University 1995 — 1999
B.S., Marketing
City University London 1998 — 1998
Overseas Studies
Voya Financial Advisors November 2011 - Present
Fidelity Investments January 2006 - October 2010
Fidelity Investments January 2003 - December 2005
Fidelity Investments June 2000 - December 2002
Fidelity Investments May 1999 - May 2000
Education
Bryant University 1995 — 1999
B.S., Marketing
City University London 1998 — 1998
Overseas Studies
John Cunningham, CBCP's Fidelity Investments Experience 2000 - 2001
Job Business Resiliency Management Lead at Marsh & McLennan Companies, Inc.
Industry Insurance
Experience
Marsh & McLennan Companies, Inc. January 2014 - Present
Mercer November 2012 - December 2013
Mercer February 2011 - November 2012
Mercer February 2007 - February 2011
Mercer HRS December 2004 - February 2007
Putnam Investments July 2003 - December 2004
Putnam Investments January 2001 - July 2003
Fidelity Investments 2000 - 2001
Skills
Defined Benefit, Employee Benefits, 401k, ERISA, Deferred Compensation, Benefits Administration, Mutual Funds, Retirement, Pensions, Management, Defined Contribution, Insurance, Financial Services, Series 63, Outsourcing, Pension Administration, Retirement Planning, Series 7, Securities, Process Improvement, Relationship Management, Health Insurance, Wealth Management, Human Resources, Executive Pay, Series 6, Vendor Management, BPO, Performance Management, Leadership, Employee Engagement, HRIS, Succession Planning, Talent Management, PeopleSoft, Mergers & Acquisitions, Onboarding, Employee Relations, Workforce Planning, HR Consulting, Call Centers, Talent Acquisition, COBRA, Organizational Design, Personnel Management, Business Process, Job Evaluation, College Recruiting, Risk Management
Education
Bryant University
CFP Certification Program
Merrimack College
BA, Political Science
Providence Country Day
College Prep
University of Salzburg
Marsh & McLennan Companies, Inc. January 2014 - Present
Mercer November 2012 - December 2013
Mercer February 2011 - November 2012
Mercer February 2007 - February 2011
Mercer HRS December 2004 - February 2007
Putnam Investments July 2003 - December 2004
Putnam Investments January 2001 - July 2003
Fidelity Investments 2000 - 2001
Skills
Defined Benefit, Employee Benefits, 401k, ERISA, Deferred Compensation, Benefits Administration, Mutual Funds, Retirement, Pensions, Management, Defined Contribution, Insurance, Financial Services, Series 63, Outsourcing, Pension Administration, Retirement Planning, Series 7, Securities, Process Improvement, Relationship Management, Health Insurance, Wealth Management, Human Resources, Executive Pay, Series 6, Vendor Management, BPO, Performance Management, Leadership, Employee Engagement, HRIS, Succession Planning, Talent Management, PeopleSoft, Mergers & Acquisitions, Onboarding, Employee Relations, Workforce Planning, HR Consulting, Call Centers, Talent Acquisition, COBRA, Organizational Design, Personnel Management, Business Process, Job Evaluation, College Recruiting, Risk Management
Education
Bryant University
CFP Certification Program
Merrimack College
BA, Political Science
Providence Country Day
College Prep
University of Salzburg
Deb Pontes Deb Pontes's Fidelity Investments Experience November 2006 - February 2009
Job Agile coach/scrum master
Industry Information Technology and Services
Experience
Intuit January 2014 - Present
PerkinElmer December 2012 - December 2013
CIDC November 2011 - December 2012
CIDC June 2010 - November 2011
Fidelity Investments November 2006 - February 2009
Fidelity Investments December 2000 - November 2006
Fidelity Investments July 1997 - December 2000
Interlynx March 1996 - December 1997
Fidelity Investments March 1990 - March 1996
GTE Shareholder Services 1987 - 1988
Skills
Quality Assurance, Project Management, Information Technology, Cross-functional Team..., SDLC, Agile Methodologies, Software Quality..., Test Planning, Quality Center, Software Project..., Scrum, Testing, QTP, Requirements Analysis, Visio, Test Automation, Waterfall, Agile Project Management, Test Management, Software Development, User Acceptance Testing, Test Strategy, Performance Testing, Release Management, JIRA, Program Management, Business Requirements, Integration, Regression Testing, Manual Testing, Confluence
Education
Bryant University
Bachelor of Science in Business Administration, Computer Information Systems
Intuit January 2014 - Present
PerkinElmer December 2012 - December 2013
CIDC November 2011 - December 2012
CIDC June 2010 - November 2011
Fidelity Investments November 2006 - February 2009
Fidelity Investments December 2000 - November 2006
Fidelity Investments July 1997 - December 2000
Interlynx March 1996 - December 1997
Fidelity Investments March 1990 - March 1996
GTE Shareholder Services 1987 - 1988
Skills
Quality Assurance, Project Management, Information Technology, Cross-functional Team..., SDLC, Agile Methodologies, Software Quality..., Test Planning, Quality Center, Software Project..., Scrum, Testing, QTP, Requirements Analysis, Visio, Test Automation, Waterfall, Agile Project Management, Test Management, Software Development, User Acceptance Testing, Test Strategy, Performance Testing, Release Management, JIRA, Program Management, Business Requirements, Integration, Regression Testing, Manual Testing, Confluence
Education
Bryant University
Bachelor of Science in Business Administration, Computer Information Systems
Andrew Levesque Andrew Levesque's Fidelity Investments Experience 1999 - 1999
Job Vice President, Voya Institutional Trust Company
Industry Financial Services
Experience
Voya Financial August 2013 - Present
Prudential Financial August 2011 - August 2013
Prudential Financial June 2004 - August 2011
Cigna October 2001 - May 2004
CIGNA June 2000 - October 2001
Fidelity Investments 1999 - 1999
Skills
Mutual Funds, Retirement, Process Improvement, Investments, Financial Services, Strategic Planning, Risk Management, Strategy, Retirement Planning, Analysis
Education
University of Hartford 2004 — 2006
Master of Business Administration (M.B.A.)
Bryant University 1996 — 2000
Bachelor’s Degree, Business Administration
Voya Financial August 2013 - Present
Prudential Financial August 2011 - August 2013
Prudential Financial June 2004 - August 2011
Cigna October 2001 - May 2004
CIGNA June 2000 - October 2001
Fidelity Investments 1999 - 1999
Skills
Mutual Funds, Retirement, Process Improvement, Investments, Financial Services, Strategic Planning, Risk Management, Strategy, Retirement Planning, Analysis
Education
University of Hartford 2004 — 2006
Master of Business Administration (M.B.A.)
Bryant University 1996 — 2000
Bachelor’s Degree, Business Administration
Amanda Dunne Amanda Dunne's Fidelity Investments Experience August 2007 - October 2007
Job
Industry Financial Services
Experience
AB April 2013 - Present
AXA Equitable May 2010 - April 2013
Morgan Stanley Smith Barney January 2008 - May 2010
Fidelity Investments August 2007 - October 2007
Skills
Series 7, Series 66, Series 24, Retirement Planning, Asset Allocation, Securities, Investment Advisory, Fixed Income, Retirement, Strategic Financial..., 401k, Municipal Bonds, Investment Strategies, Separately Managed..., 529 Plans, Bonds, Asset Managment, Uniform Combined State...
Education
Bryant University 2003 — 2007
Bachelors of Science, Finance
AB April 2013 - Present
AXA Equitable May 2010 - April 2013
Morgan Stanley Smith Barney January 2008 - May 2010
Fidelity Investments August 2007 - October 2007
Skills
Series 7, Series 66, Series 24, Retirement Planning, Asset Allocation, Securities, Investment Advisory, Fixed Income, Retirement, Strategic Financial..., 401k, Municipal Bonds, Investment Strategies, Separately Managed..., 529 Plans, Bonds, Asset Managment, Uniform Combined State...
Education
Bryant University 2003 — 2007
Bachelors of Science, Finance
Jessica Harrop's Fidelity Investments Experience September 2007 - May 2008
Job Equity Operations Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company October 2014 - Present
Brigham and Women's Hospital May 2012 - October 2014
BNY Mellon July 2008 - November 2011
Fidelity Investments September 2007 - May 2008
State Street August 2006 - August 2007
Skills
Process Improvement, Bloomberg, Securities, Mutual Funds, Portfolio Management, Investments, Corporate Actions, Trading, Cross-functional Team..., Training, Bonds
Education
Bryant University 2003 — 2006
BS, Business Administration; Financial Services
Blackstone Millville Regional 1999 — 2003
High School
Loomis, Sayles & Company October 2014 - Present
Brigham and Women's Hospital May 2012 - October 2014
BNY Mellon July 2008 - November 2011
Fidelity Investments September 2007 - May 2008
State Street August 2006 - August 2007
Skills
Process Improvement, Bloomberg, Securities, Mutual Funds, Portfolio Management, Investments, Corporate Actions, Trading, Cross-functional Team..., Training, Bonds
Education
Bryant University 2003 — 2006
BS, Business Administration; Financial Services
Blackstone Millville Regional 1999 — 2003
High School
Daniel Healy Daniel Healy's Fidelity Investments Experience 2003 - 2008
Job IT Team Lead at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2015 - Present
TIAA-CREF April 2012 - February 2015
Merrill Lynch April 2010 - April 2012
Ski-Shirts October 2008 - September 2010
Fidelity Investments 2003 - 2008
Fidelity Investments 2000 - 2003
Fidelity Investments 1998 - 2000
Fidelity Investments 1997 - 1998
Unum 1996 - 1997
Unum 1994 - 1996
Skills
SDLC, MS Project, Change Management, Cross-functional Team..., Offshoring, FileNet, Documentum, Software Project..., Requirements Analysis, Risk Management, Oracle, Enterprise Architecture, IT Management, Project Management, Business Analysis, Testing, Process Improvement, ITIL, Strategy, Management, Analysis, ERP, Enterprise Software, Project Planning
Education
Bryant University 1985 — 1989
BSBA, Business Administration
Shepherd Hill Regional High School
TIAA-CREF February 2015 - Present
TIAA-CREF April 2012 - February 2015
Merrill Lynch April 2010 - April 2012
Ski-Shirts October 2008 - September 2010
Fidelity Investments 2003 - 2008
Fidelity Investments 2000 - 2003
Fidelity Investments 1998 - 2000
Fidelity Investments 1997 - 1998
Unum 1996 - 1997
Unum 1994 - 1996
Skills
SDLC, MS Project, Change Management, Cross-functional Team..., Offshoring, FileNet, Documentum, Software Project..., Requirements Analysis, Risk Management, Oracle, Enterprise Architecture, IT Management, Project Management, Business Analysis, Testing, Process Improvement, ITIL, Strategy, Management, Analysis, ERP, Enterprise Software, Project Planning
Education
Bryant University 1985 — 1989
BSBA, Business Administration
Shepherd Hill Regional High School
Lisa Monroe Lisa Monroe's Fidelity Investments Experience August 2009 - May 2010
Job Senior Business Analyst at Citizens Bank
Industry Financial Services
Experience
Citizens Bank May 2010 - Present
Fidelity Investments August 2009 - May 2010
Fidelity Investments 2006 - February 2009
Fidelity Investments 2004 - 2006
Fidelity Investments September 1996 - June 2004
Skills
Analytics, Process Improvement, Analysis, Forecasting, Outsourcing, PMO, Strategy, Variance Analysis, Internal Controls, Corporate Finance, Financial Reporting, Finance, Leadership, Budgets, Strategic Financial..., Project Management, Management
Education
Bryant University
BS, Accounting
University of Massachusetts Boston
MBA, Business
Citizens Bank May 2010 - Present
Fidelity Investments August 2009 - May 2010
Fidelity Investments 2006 - February 2009
Fidelity Investments 2004 - 2006
Fidelity Investments September 1996 - June 2004
Skills
Analytics, Process Improvement, Analysis, Forecasting, Outsourcing, PMO, Strategy, Variance Analysis, Internal Controls, Corporate Finance, Financial Reporting, Finance, Leadership, Budgets, Strategic Financial..., Project Management, Management
Education
Bryant University
BS, Accounting
University of Massachusetts Boston
MBA, Business
Maria Manzi Kane's Fidelity Investments Experience June 2014 - Present
Job Project Director at A financial services company
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
CVS Caremark Corporation September 2013 - June 2014
CVS Caremark Corporation September 2009 - August 2013
Citizens Bank February 2009 - September 2009
Fidelity Investments January 2006 - January 2009
Fidelity Investments January 2005 - January 2006
Fidelity Investments March 2000 - January 2005
Covansys (previously known as Sudbury River Consulting) January 1998 - March 2000
Fleet Financial Group (currently known as Bank of America) June 1988 - January 1998
Skills
Team Management, Resource Management, Vendor Management, Budgets, Business Strategy, Business Transformation, Business Requirements, PMO, Project Portfolio..., Coaching, Business Process, Visio, Mergers & Acquisitions, Software Project..., CRM, IT Strategy, Analysis, MS Project, Requirements Gathering, Quality Assurance
Education
Bryant University 1983 — 1987
Bachelors, Management
Fidelity Investments June 2014 - Present
CVS Caremark Corporation September 2013 - June 2014
CVS Caremark Corporation September 2009 - August 2013
Citizens Bank February 2009 - September 2009
Fidelity Investments January 2006 - January 2009
Fidelity Investments January 2005 - January 2006
Fidelity Investments March 2000 - January 2005
Covansys (previously known as Sudbury River Consulting) January 1998 - March 2000
Fleet Financial Group (currently known as Bank of America) June 1988 - January 1998
Skills
Team Management, Resource Management, Vendor Management, Budgets, Business Strategy, Business Transformation, Business Requirements, PMO, Project Portfolio..., Coaching, Business Process, Visio, Mergers & Acquisitions, Software Project..., CRM, IT Strategy, Analysis, MS Project, Requirements Gathering, Quality Assurance
Education
Bryant University 1983 — 1987
Bachelors, Management
Jeff Bastien Jeff Bastien's Fidelity Investments Experience September 2006 - October 2007
Job Employee Benefits Broker at Small Business Insurance Agency
Industry Insurance
Experience
Small Business Insurance Agency, Inc. March 2009 - Present
Viridian Energy 2014 - 2015
Slowboy Racing Inc October 2007 - December 2008
Fidelity Investments September 2006 - October 2007
Skills
Employee Benefits, Disability Insurance, Health Savings Accounts, Estate Planning, Long Term Care Insurance, Insurance, Health Insurance, Customer Service, Long-term Care, Risk Management, Financial Analysis, Small Business, Voluntary Employee..., COBRA, Life Insurance, Underwriting, Term Life Insurance, Sales, Retirement Planning, Workers Compensation, Health Care Reform, Benefits Administration, Brokers, Retirement, Strategic Planning, Fixed Annuities
Education
Bryant University 2002 — 2006
Bachelor of Science, Finance
St. Peter Marian High School 1998 — 2002
Small Business Insurance Agency, Inc. March 2009 - Present
Viridian Energy 2014 - 2015
Slowboy Racing Inc October 2007 - December 2008
Fidelity Investments September 2006 - October 2007
Skills
Employee Benefits, Disability Insurance, Health Savings Accounts, Estate Planning, Long Term Care Insurance, Insurance, Health Insurance, Customer Service, Long-term Care, Risk Management, Financial Analysis, Small Business, Voluntary Employee..., COBRA, Life Insurance, Underwriting, Term Life Insurance, Sales, Retirement Planning, Workers Compensation, Health Care Reform, Benefits Administration, Brokers, Retirement, Strategic Planning, Fixed Annuities
Education
Bryant University 2002 — 2006
Bachelor of Science, Finance
St. Peter Marian High School 1998 — 2002
Douglas Burns Douglas Burns's Fidelity Investments Experience December 2010 - Present
Job Senior Financial Analyst / Strategic Planning / Collaboration / Decision Support
Industry Financial Services
Experience
Fidelity Investments December 2010 - Present
Fidelity Investments February 2007 - November 2010
Putnam Investments November 2003 - February 2007
Skills
Financial Analysis, Forecasting, Financial Reporting, Financial Modeling, Strategic Planning, Finance, Microsoft Excel, Essbase, Salesforce.com, Department Budgeting, Advanced Spreadsheet..., Revenue Analysis, Management Reporting, Portfolio Management, Valuation, Equities, Financial Services, Mutual Funds, Analytics, People Skills, Investments, Financial Planning
Education
Bryant University
Master of Business Administration (MBA)
Providence College 1999 — 2003
Bachelor of Science, Finance
Fidelity Investments December 2010 - Present
Fidelity Investments February 2007 - November 2010
Putnam Investments November 2003 - February 2007
Skills
Financial Analysis, Forecasting, Financial Reporting, Financial Modeling, Strategic Planning, Finance, Microsoft Excel, Essbase, Salesforce.com, Department Budgeting, Advanced Spreadsheet..., Revenue Analysis, Management Reporting, Portfolio Management, Valuation, Equities, Financial Services, Mutual Funds, Analytics, People Skills, Investments, Financial Planning
Education
Bryant University
Master of Business Administration (MBA)
Providence College 1999 — 2003
Bachelor of Science, Finance
Craig Wezenski, MBA's Fidelity Investments Experience February 2012 - June 2014
Job Regional Vice President, Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2014 - Present
Fidelity Investments February 2012 - June 2014
Fidelity Investments December 2006 - February 2012
Amerprise Financial (formerly H&R Block Financial Advisors) 1997 - 2006
Education
University of New Haven 2003 — 2005
MBA, Finance
Bryant University 1993 — 1997
BS in Business Administration, Finance
Fisher Investments June 2014 - Present
Fidelity Investments February 2012 - June 2014
Fidelity Investments December 2006 - February 2012
Amerprise Financial (formerly H&R Block Financial Advisors) 1997 - 2006
Education
University of New Haven 2003 — 2005
MBA, Finance
Bryant University 1993 — 1997
BS in Business Administration, Finance
Angela Floro Angela Floro's Fidelity Investments Experience April 2007 - May 2008
Job Development Officer, Special Events at Alzheimer's Association
Industry Events Services
Experience
Boston's Run to Remember January 2015 - Present
Alzheimer's Association, Massachusetts/New Hampshire Chapter February 2015 - Present
Women In Sports and Events January 2014 - Present
Alzheimer's Association June 2011 - February 2015
National MS Society October 2009 - June 2011
National Multiple Sclerosis Society June 2008 - October 2009
Fidelity Investments April 2007 - May 2008
Skills
Event Planning, Non-profits, Volunteer Management, Fundraising, Event Management, Community Outreach, Sponsorship, Social Media Marketing, Marketing Communications, Program Development, Budgets, Email Marketing, Stewardship, Nonprofits, Press Releases, Public Relations, Public Speaking, Social Networking
Education
Bryant University 2004 — 2008
Stoughton High School 2000 — 2004
Boston's Run to Remember January 2015 - Present
Alzheimer's Association, Massachusetts/New Hampshire Chapter February 2015 - Present
Women In Sports and Events January 2014 - Present
Alzheimer's Association June 2011 - February 2015
National MS Society October 2009 - June 2011
National Multiple Sclerosis Society June 2008 - October 2009
Fidelity Investments April 2007 - May 2008
Skills
Event Planning, Non-profits, Volunteer Management, Fundraising, Event Management, Community Outreach, Sponsorship, Social Media Marketing, Marketing Communications, Program Development, Budgets, Email Marketing, Stewardship, Nonprofits, Press Releases, Public Relations, Public Speaking, Social Networking
Education
Bryant University 2004 — 2008
Stoughton High School 2000 — 2004
Janet MacLean Jansen Janet MacLean Jansen's Fidelity Investments Experience May 1999 - 2006
Job President & Chief Executive Officer
Industry Hospital & Health Care
Experience
JMAC Partners LLC 2006 - Present
Healthcare Communications Group April 2011 - September 2012
Kidspace Children's Museum October 2009 - April 2011
Thelen Reid Brown Raysman & Steiner LLP April 2006 - October 2008
Fidelity Investments May 1999 - 2006
Scudder Investments November 1992 - May 1999
Pilot Software May 1990 - November 1992
The Boston Company May 1989 - May 1990
DeScenza Diamonds May 1987 - May 1989
Skills
Leadership, Strategic Planning, Project Management, Marketing Strategy, Business Development, Contract Negotiation, Management, Business Strategy, Business Planning, Budgets, Negotiation, Healthcare, Fiscally Responsible, Organizational..., Patient Recruitment, Retention Programs, Marketing Communications
Education
Bryant University 1983 — 1987
Bachelors, Business Management
JMAC Partners LLC 2006 - Present
Healthcare Communications Group April 2011 - September 2012
Kidspace Children's Museum October 2009 - April 2011
Thelen Reid Brown Raysman & Steiner LLP April 2006 - October 2008
Fidelity Investments May 1999 - 2006
Scudder Investments November 1992 - May 1999
Pilot Software May 1990 - November 1992
The Boston Company May 1989 - May 1990
DeScenza Diamonds May 1987 - May 1989
Skills
Leadership, Strategic Planning, Project Management, Marketing Strategy, Business Development, Contract Negotiation, Management, Business Strategy, Business Planning, Budgets, Negotiation, Healthcare, Fiscally Responsible, Organizational..., Patient Recruitment, Retention Programs, Marketing Communications
Education
Bryant University 1983 — 1987
Bachelors, Business Management
Gina Schecher's Fidelity Investments Experience 1996 - 1998
Job Director of Human Resources at Merchant Customer Exchange LLC (MCX)
Industry Human Resources
Experience
Merchant Customer Exchange LLC (MCX) May 2015 - Present
Harvard Medical School January 2013 - May 2015
Marathon Company January 2011 - July 2012
Maxton Technology November 2007 - February 2009
Metropolitan Cabinet and Countertops November 2005 - November 2007
ADT Security Services 2003 - 2005
Pearson 2000 - 2003
State Street 1998 - 2000
Fidelity Investments 1996 - 1998
Skills
Onboarding, Employee Relations, Deferred Compensation, Employee Benefits, Benefits Administration, Recruiting, Coaching, Compensation & Benefit, Organizational..., Payroll, Career Development, HRIS, Employee Training, Training, Employee Engagement, Labor Relations, Job Descriptions, Succession Planning, ADP Payroll, Policy, Resume Writing, Employment Law, Change Management, PeopleSoft, Strategic HR, Start-ups, Manufacturing, Confidentiality, Confidence Building, Integrity, Compassion, Strategic Planning, Conflict Resolution, Paychex, Culture Change, Manufacturing Operations, Union Relations, Union Experience, Team Leadership, Program Development, Fairness, Compensation, Company Acquisitions, Benefits, Organizational Change, Recruitment/Retention, Corporate Management, Financial Companies, BrassRing, Human Resources
Education
Bryant University 2002 — 2003
Certificate, HR Management
Mount Ida College 1991 — 1995
Bachelor of Science, Communications
Merchant Customer Exchange LLC (MCX) May 2015 - Present
Harvard Medical School January 2013 - May 2015
Marathon Company January 2011 - July 2012
Maxton Technology November 2007 - February 2009
Metropolitan Cabinet and Countertops November 2005 - November 2007
ADT Security Services 2003 - 2005
Pearson 2000 - 2003
State Street 1998 - 2000
Fidelity Investments 1996 - 1998
Skills
Onboarding, Employee Relations, Deferred Compensation, Employee Benefits, Benefits Administration, Recruiting, Coaching, Compensation & Benefit, Organizational..., Payroll, Career Development, HRIS, Employee Training, Training, Employee Engagement, Labor Relations, Job Descriptions, Succession Planning, ADP Payroll, Policy, Resume Writing, Employment Law, Change Management, PeopleSoft, Strategic HR, Start-ups, Manufacturing, Confidentiality, Confidence Building, Integrity, Compassion, Strategic Planning, Conflict Resolution, Paychex, Culture Change, Manufacturing Operations, Union Relations, Union Experience, Team Leadership, Program Development, Fairness, Compensation, Company Acquisitions, Benefits, Organizational Change, Recruitment/Retention, Corporate Management, Financial Companies, BrassRing, Human Resources
Education
Bryant University 2002 — 2003
Certificate, HR Management
Mount Ida College 1991 — 1995
Bachelor of Science, Communications
Erin Bornholm Erin Bornholm's Fidelity Investments Experience June 2008 - May 2009
Job Business Solutions Manager at Homesite Insurance
Industry Insurance
Experience
Homesite Insurance April 2015 - Present
Homesite Insurance August 2013 - April 2015
Homesite Insurance November 2012 - July 2013
The Hanover Insurance Group January 2012 - November 2012
The Hanover Insurance Group January 2011 - January 2012
The Hanover Insurance Group March 2010 - December 2010
The Hanover Insurance Group June 2009 - March 2010
Fidelity Investments June 2008 - May 2009
Skills
Insurance, Claim, Property & Casualty..., Process Improvement, Business Analysis, Customer Service, Project Management, Management, Program Management, Leadership, Strategy, Training, Human Resources, Strategic Planning, Analysis, Quality Assurance, Claims Management, Vendor Management, Negotiation, Subrogation, Property Damage, Commercial Insurance, Casualty Insurance, Claim Investigation, Professional Liability, Liability Analysis
Education
Worcester Polytechnic Institute 2011 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bryant University 2004 — 2009
Bachelor of Arts (B.A.), Business/Corporate Communications
Homesite Insurance April 2015 - Present
Homesite Insurance August 2013 - April 2015
Homesite Insurance November 2012 - July 2013
The Hanover Insurance Group January 2012 - November 2012
The Hanover Insurance Group January 2011 - January 2012
The Hanover Insurance Group March 2010 - December 2010
The Hanover Insurance Group June 2009 - March 2010
Fidelity Investments June 2008 - May 2009
Skills
Insurance, Claim, Property & Casualty..., Process Improvement, Business Analysis, Customer Service, Project Management, Management, Program Management, Leadership, Strategy, Training, Human Resources, Strategic Planning, Analysis, Quality Assurance, Claims Management, Vendor Management, Negotiation, Subrogation, Property Damage, Commercial Insurance, Casualty Insurance, Claim Investigation, Professional Liability, Liability Analysis
Education
Worcester Polytechnic Institute 2011 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bryant University 2004 — 2009
Bachelor of Arts (B.A.), Business/Corporate Communications
Brad R. Weissman, MBA Brad R. Weissman, MBA's Fidelity Investments Experience November 2014 - Present
Job Big 4 || MBA || Customer Segment Analytics || Acquisition Integration || Sales Operations
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Southern New Hampshire University September 2013 - Present
Fidelity Investments February 2006 - October 2014
New England College of Business and Finance June 2010 - June 2014
Johnson & Wales University December 2010 - November 2011
New England College of Business and Finance October 2009 - June 2010
Cleanharbors Environmental Services, Incorporated June 2001 - February 2006
Deloitte & Touche 1999 - 2001
Skills
Budgets, Emotional Intelligence, Acquisition Integration, Financial Modeling, Essbase, Financial Analysis, Finance, Variance Analysis, KPI Dashboards, Budgeting, Hyperion Essbase, Customer Segmentation..., MBA Educated, Big Four Public..., Decentralized..., NPV, IRR, Building Relationships, Accounting, Business Analysis, Leadership, Management, Strategy, Strategic Financial..., Analysis
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA
Northeastern University 2004 — 2004
Graduate Certificate
Bryant University 1995 — 1999
BS
Fidelity Investments November 2014 - Present
Southern New Hampshire University September 2013 - Present
Fidelity Investments February 2006 - October 2014
New England College of Business and Finance June 2010 - June 2014
Johnson & Wales University December 2010 - November 2011
New England College of Business and Finance October 2009 - June 2010
Cleanharbors Environmental Services, Incorporated June 2001 - February 2006
Deloitte & Touche 1999 - 2001
Skills
Budgets, Emotional Intelligence, Acquisition Integration, Financial Modeling, Essbase, Financial Analysis, Finance, Variance Analysis, KPI Dashboards, Budgeting, Hyperion Essbase, Customer Segmentation..., MBA Educated, Big Four Public..., Decentralized..., NPV, IRR, Building Relationships, Accounting, Business Analysis, Leadership, Management, Strategy, Strategic Financial..., Analysis
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA
Northeastern University 2004 — 2004
Graduate Certificate
Bryant University 1995 — 1999
BS
Mark Farrelly, CFP's Fidelity Investments Experience November 2008 - July 2011
Job Lead Advisor/Market Manager at NewFocus Financial
Industry Financial Services
Experience
NewFocus Financial Group August 2011 - Present
Fidelity Investments November 2008 - July 2011
Fidelity Investments January 2006 - November 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2004 - 2005
Fidelity Investments 2001 - 2004
Skills
Strategic Financial..., Employee Stock Options, Retirement Planning, Wealth Accumulation..., Budget Monitoring
Education
Bryant University 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
NewFocus Financial Group August 2011 - Present
Fidelity Investments November 2008 - July 2011
Fidelity Investments January 2006 - November 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2004 - 2005
Fidelity Investments 2001 - 2004
Skills
Strategic Financial..., Employee Stock Options, Retirement Planning, Wealth Accumulation..., Budget Monitoring
Education
Bryant University 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Natalia Elam Natalia Elam's Fidelity Investments Experience November 1998 - August 1999
Job Principal General Accountant at Raytheon Company
Industry Defense & Space
Experience
Raytheon December 2005 - Present
Raytheon March 2003 - November 2005
Raytheon April 2001 - March 2003
Raytheon April 2000 - April 2001
KPMG August 1999 - April 2000
Fidelity Investments November 1998 - August 1999
Equity Concepts December 1997 - May 1999
Goldman Financial Services November 1996 - February 1998
Skills
Financial Reporting, Finance, SAP R/3, Internal Controls, SAP BW, Consolidation, Auditing, Accounts Payable, General Ledger, Sarbanes-Oxley Act, Process Improvement, Accounting, Budgets, Analysis, Payroll, SAP, Financial Statements, SEC filings, Corporate Finance, Sarbanes-Oxley
Education
Bryant University 1996 — 1999
Bachelor of Science (BS)
Rhode Island College 1994 — 1996
Lincoln High School 1991 — 1994
Raytheon December 2005 - Present
Raytheon March 2003 - November 2005
Raytheon April 2001 - March 2003
Raytheon April 2000 - April 2001
KPMG August 1999 - April 2000
Fidelity Investments November 1998 - August 1999
Equity Concepts December 1997 - May 1999
Goldman Financial Services November 1996 - February 1998
Skills
Financial Reporting, Finance, SAP R/3, Internal Controls, SAP BW, Consolidation, Auditing, Accounts Payable, General Ledger, Sarbanes-Oxley Act, Process Improvement, Accounting, Budgets, Analysis, Payroll, SAP, Financial Statements, SEC filings, Corporate Finance, Sarbanes-Oxley
Education
Bryant University 1996 — 1999
Bachelor of Science (BS)
Rhode Island College 1994 — 1996
Lincoln High School 1991 — 1994
Bryan Bedard's Fidelity Investments Experience February 2010 - April 2015
Job Financial Professional
Industry Financial Services
Experience
Fidelity Investments February 2010 - April 2015
Merrill Lynch August 2009 - February 2010
Fidelity Investments April 2008 - December 2008
Fidelity Investments April 2005 - May 2008
Fidelity Investments April 2004 - April 2005
Fidelity Investments August 1998 - April 2004
Skills
Retirement Planning, Investments, Income Planning, Wealth Management, Portfolio Management, Retirement, Retirement Plan..., Retirement Income..., Retirement Savings, Mutual Funds, ETFs, Fixed Income, Fixed Annuities, Variable Annuities, Term Life Insurance, Long-term Customer..., Long-term Care, Equities, Equity Research, Model Portfolios, Legacy Conversion, Wealth Accumulation, Wealth Preservation..., Multi-generational..., Investment Portfolio, Securities, Asset Management, Strategic Financial..., Alternative Investments, Investment Advisory, Investment Strategies, Sales, Financial Services, Series 7, Series 63, 401k
Education
Bryant University
Fidelity Investments February 2010 - April 2015
Merrill Lynch August 2009 - February 2010
Fidelity Investments April 2008 - December 2008
Fidelity Investments April 2005 - May 2008
Fidelity Investments April 2004 - April 2005
Fidelity Investments August 1998 - April 2004
Skills
Retirement Planning, Investments, Income Planning, Wealth Management, Portfolio Management, Retirement, Retirement Plan..., Retirement Income..., Retirement Savings, Mutual Funds, ETFs, Fixed Income, Fixed Annuities, Variable Annuities, Term Life Insurance, Long-term Customer..., Long-term Care, Equities, Equity Research, Model Portfolios, Legacy Conversion, Wealth Accumulation, Wealth Preservation..., Multi-generational..., Investment Portfolio, Securities, Asset Management, Strategic Financial..., Alternative Investments, Investment Advisory, Investment Strategies, Sales, Financial Services, Series 7, Series 63, 401k
Education
Bryant University
Elizabeth Kinch's Fidelity Investments Experience June 2015 - August 2015
Job Managed Accounts Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - August 2015
J.T. Cazeault & Sons of Plymouth, Inc. June 2014 - September 2014
The CabbyShack May 2014 - September 2014
Chili's May 2012 - May 2014
Skills
Customer Service, Teamwork, Social Media, Microsoft Excel, Microsoft Word, Social Networking, Outlook, PowerPoint, Time Management, Financial Analysis, Accounting, Research, Essbase, Project Management, Communication
Education
Bryant University 2012 — 2016
Finance, General
Middleboro High School 2008 — 2012
Diploma
Fidelity Investments June 2015 - August 2015
J.T. Cazeault & Sons of Plymouth, Inc. June 2014 - September 2014
The CabbyShack May 2014 - September 2014
Chili's May 2012 - May 2014
Skills
Customer Service, Teamwork, Social Media, Microsoft Excel, Microsoft Word, Social Networking, Outlook, PowerPoint, Time Management, Financial Analysis, Accounting, Research, Essbase, Project Management, Communication
Education
Bryant University 2012 — 2016
Finance, General
Middleboro High School 2008 — 2012
Diploma
Brent Carr Brent Carr's Fidelity Investments Experience January 2015 - Present
Job Principal Systems Services and Support Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments July 2012 - January 2015
Fidelity Investments February 2010 - July 2012
Fidelity Investments June 2008 - February 2010
Bryant University September 2004 - May 2008
Fidelity Investments June 2007 - August 2007
Skills
Windows, Disaster Recovery, Trading Support, Troubleshooting, FIX, Linux, Autosys, Splunk, BT Netrix Turret, Omnivex, Cisco Telepresence, Incident Management, Change Management, Bloomberg, Business Analysis, Equities, Networking, System Administration, Technical Support, Trading, Unix, Vendor Management, Software Documentation
Education
Bryant University 2004 — 2008
BS, Business Administration
Fidelity Investments January 2015 - Present
Fidelity Investments July 2012 - January 2015
Fidelity Investments February 2010 - July 2012
Fidelity Investments June 2008 - February 2010
Bryant University September 2004 - May 2008
Fidelity Investments June 2007 - August 2007
Skills
Windows, Disaster Recovery, Trading Support, Troubleshooting, FIX, Linux, Autosys, Splunk, BT Netrix Turret, Omnivex, Cisco Telepresence, Incident Management, Change Management, Bloomberg, Business Analysis, Equities, Networking, System Administration, Technical Support, Trading, Unix, Vendor Management, Software Documentation
Education
Bryant University 2004 — 2008
BS, Business Administration
Amy Erickson Amy Erickson's Fidelity Investments Experience January 2001 - June 2012
Job Events Management Professional
Industry Marketing and Advertising
Experience
Brigham and Women's Hospital April 2013 - Present
FIDELITY INVESTMENTS January 2001 - June 2012
PROJECT BREAD - THE WALK FOR HUNGER 1999 - 2000
STEADMAN HAWKINS SPORTS MEDICINE FOUNDATION 1996 - 1999
TRANSPORTATION SERVICE SYSTEMS, INC 1994 - 1996
Skills
Business Strategy, Marketing, Marketing Strategy, Marketing Communications, Negotiation, Event Management, Event Planning, Corporate Events, New Business Development, Management, Program Management, Research, Nonprofits, Fundraising, CRM
Education
Clark University 2005 — 2010
MBA, Global Business
Bryant University 1986 — 1990
BS, Business Administration
Brigham and Women's Hospital April 2013 - Present
FIDELITY INVESTMENTS January 2001 - June 2012
PROJECT BREAD - THE WALK FOR HUNGER 1999 - 2000
STEADMAN HAWKINS SPORTS MEDICINE FOUNDATION 1996 - 1999
TRANSPORTATION SERVICE SYSTEMS, INC 1994 - 1996
Skills
Business Strategy, Marketing, Marketing Strategy, Marketing Communications, Negotiation, Event Management, Event Planning, Corporate Events, New Business Development, Management, Program Management, Research, Nonprofits, Fundraising, CRM
Education
Clark University 2005 — 2010
MBA, Global Business
Bryant University 1986 — 1990
BS, Business Administration
Jerri-Lee ODonnell's Fidelity Investments Experience September 2004 - 2008
Job Systems Engineer at DataXu
Industry Information Technology and Services
Experience
DataXu January 2013 - Present
Lionbridge February 2010 - January 2013
VeriSign January 2008 - January 2010
Fidelity Investments September 2004 - 2008
Center Stage Dance Company September 2005 - September 2007
Fidelity Investments January 2001 - August 2004
Skills
Unix, Linux, VMware, Solaris, Virtualization, DNS, Servers, System Administration, Red Hat Linux, Operating Systems, Apache, MySQL, Troubleshooting, Amazon Web Services..., Hadoop, Cloud Computing, HBase, MapReduce, Data Center, VMware ESX, Cluster, High Availability, Storage, Network Security, Automation, Active Directory, TCP/IP, Security, Databases, Bash, Nagios, SAN, Hardware, Integration, Greenplum, Puppet
Education
Bryant University 1995 — 1999
Bachelors, Accounting and Computer Information Systems
Notre Dame Academy
DataXu January 2013 - Present
Lionbridge February 2010 - January 2013
VeriSign January 2008 - January 2010
Fidelity Investments September 2004 - 2008
Center Stage Dance Company September 2005 - September 2007
Fidelity Investments January 2001 - August 2004
Skills
Unix, Linux, VMware, Solaris, Virtualization, DNS, Servers, System Administration, Red Hat Linux, Operating Systems, Apache, MySQL, Troubleshooting, Amazon Web Services..., Hadoop, Cloud Computing, HBase, MapReduce, Data Center, VMware ESX, Cluster, High Availability, Storage, Network Security, Automation, Active Directory, TCP/IP, Security, Databases, Bash, Nagios, SAN, Hardware, Integration, Greenplum, Puppet
Education
Bryant University 1995 — 1999
Bachelors, Accounting and Computer Information Systems
Notre Dame Academy
Ariel Galipeau's Fidelity Investments Experience September 2015 - Present
Job Audit Analyst lI
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments June 2013 - Present
Bryant University January 2011 - May 2013
Fidelity Investments June 2012 - August 2012
Goetz Composites May 2011 - August 2011
Center for Economic Development May 2011 - August 2011
Sprouting Rock Beach Association May 2010 - August 2010
Maxon Precision Motors August 2006 - July 2007
Skills
Leadership, Data Analysis, Management, Consulting, Development, Compliance, Risk Management, Project Management, Marketing, Analysis, Financial Modeling, Sales
Education
Providence College 2013 — 2015
Master of Business Administration (MBA), Management
Bryant University 2009 — 2013
Bachelor of Science, International Business; Finance and Spanish
Universidad Pablo de Olavide 2011 — 2011
Fidelity Investments September 2015 - Present
Fidelity Investments June 2013 - Present
Bryant University January 2011 - May 2013
Fidelity Investments June 2012 - August 2012
Goetz Composites May 2011 - August 2011
Center for Economic Development May 2011 - August 2011
Sprouting Rock Beach Association May 2010 - August 2010
Maxon Precision Motors August 2006 - July 2007
Skills
Leadership, Data Analysis, Management, Consulting, Development, Compliance, Risk Management, Project Management, Marketing, Analysis, Financial Modeling, Sales
Education
Providence College 2013 — 2015
Master of Business Administration (MBA), Management
Bryant University 2009 — 2013
Bachelor of Science, International Business; Finance and Spanish
Universidad Pablo de Olavide 2011 — 2011
Justin McCarty Justin McCarty's Fidelity Investments Experience May 2013 - Present
Job Retail Direct Sales CoOp at GE
Industry Higher Education
Experience
Fidelity Investments May 2013 - Present
Jefferson County Public Schools November 2012 - Present
GE April 2012 - April 2013
Buffalo Wild Wings August 2012 - December 2012
Indiana University Southeast August 2010 - July 2012
Contemporary Services Corporation August 2010 - December 2010
Mail Management, Inc May 2009 - August 2009
Skills
Microsoft Office, Windows 7, Apple Software, Social Media, Google Maps, Team Leadership, Teamwork, Social Networking, Network Marketing, Time Management, Sales, Customer Service, Communication, Public Speaking
Education
Indiana University-Southeast 2010 — 2013
BS, Dual, Marketing/Management
Bryan College 2009 — 2010
Fidelity Investments May 2013 - Present
Jefferson County Public Schools November 2012 - Present
GE April 2012 - April 2013
Buffalo Wild Wings August 2012 - December 2012
Indiana University Southeast August 2010 - July 2012
Contemporary Services Corporation August 2010 - December 2010
Mail Management, Inc May 2009 - August 2009
Skills
Microsoft Office, Windows 7, Apple Software, Social Media, Google Maps, Team Leadership, Teamwork, Social Networking, Network Marketing, Time Management, Sales, Customer Service, Communication, Public Speaking
Education
Indiana University-Southeast 2010 — 2013
BS, Dual, Marketing/Management
Bryan College 2009 — 2010
Kevin Arvoy Kevin Arvoy's Fidelity Investments Experience February 2004 - May 2004
Job Associate at RBC Capital Markets
Industry Management Consulting
Experience
RBC Capital Markets July 2012 - Present
RBC Capital Markets June 2011 - August 2011
Deloitte Consulting August 2009 - July 2010
Deloitte Consulting December 2007 - August 2009
Executive Compensation Advisors a Korn/Ferry Company November 2006 - November 2007
Hewitt Associates January 2005 - November 2006
Fidelity Investments February 2004 - May 2004
FleetBoston Financial September 2003 - December 2003
Skills
Financial Analysis, Financial Modeling, Management Consulting, Valuation, Analytics, Business Analysis, Investment Banking, Private Equity, Mergers, LBO, Leveraged Finance, Acquisitions, Divestitures, Business Strategy, Consumer, Retail, Restaurants, Apparel, Food & Beverage, Capital Markets, Corporate Finance, Mergers & Acquisitions, Venture Capital, Management, Equities, Corporate Development, Due Diligence, Emerging Markets, Data Analysis, Bloomberg, Finance, Analysis, Equity Research, Project Management, Banking
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
Fairfield University 2006 — 2008
MS, Mathematics
Bryant University 2000 — 2004
BS, Finance, Psychology
RBC Capital Markets July 2012 - Present
RBC Capital Markets June 2011 - August 2011
Deloitte Consulting August 2009 - July 2010
Deloitte Consulting December 2007 - August 2009
Executive Compensation Advisors a Korn/Ferry Company November 2006 - November 2007
Hewitt Associates January 2005 - November 2006
Fidelity Investments February 2004 - May 2004
FleetBoston Financial September 2003 - December 2003
Skills
Financial Analysis, Financial Modeling, Management Consulting, Valuation, Analytics, Business Analysis, Investment Banking, Private Equity, Mergers, LBO, Leveraged Finance, Acquisitions, Divestitures, Business Strategy, Consumer, Retail, Restaurants, Apparel, Food & Beverage, Capital Markets, Corporate Finance, Mergers & Acquisitions, Venture Capital, Management, Equities, Corporate Development, Due Diligence, Emerging Markets, Data Analysis, Bloomberg, Finance, Analysis, Equity Research, Project Management, Banking
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
Fairfield University 2006 — 2008
MS, Mathematics
Bryant University 2000 — 2004
BS, Finance, Psychology
Jennifer-Lynne Whelan's Fidelity Investments Experience June 2007 - May 2010
Job Regional Revenue Manager at Comcast
Industry Telecommunications
Experience
Comcast January 2015 - Present
Comcast April 2013 - January 2015
Comcast March 2012 - April 2013
McKesson Provider Technologies May 2010 - March 2012
Fidelity Investments June 2007 - May 2010
John Hancock Life Insurance Company (U.S.A.) May 2006 - September 2006
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Financial Forecasting, Budgets, Strategic Financial..., Finance, Essbase, P&L, Variance Analysis
Education
Bryant University 2003 — 2007
Bachelor of Science in Business Administration, Applied Actuarial Mathematics
Notre Dame Academy, Worcester, MA 1999 — 2003
Comcast January 2015 - Present
Comcast April 2013 - January 2015
Comcast March 2012 - April 2013
McKesson Provider Technologies May 2010 - March 2012
Fidelity Investments June 2007 - May 2010
John Hancock Life Insurance Company (U.S.A.) May 2006 - September 2006
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Financial Forecasting, Budgets, Strategic Financial..., Finance, Essbase, P&L, Variance Analysis
Education
Bryant University 2003 — 2007
Bachelor of Science in Business Administration, Applied Actuarial Mathematics
Notre Dame Academy, Worcester, MA 1999 — 2003
Craig W. Beauregard Craig W. Beauregard's Fidelity Investments Experience June 2013 - Present
Job Branch Office Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments December 2011 - Present
Merrill Edge October 2010 - December 2011
Bank of America March 2009 - December 2011
Bank of America July 2008 - March 2009
Bank of America Investments April 2006 - July 2008
Bank of America Investments March 2005 - April 2006
Bank of America Investments August 2003 - March 2005
Bank of America Investments May 2000 - August 2003
TD Ameritrade (formerly TD Waterhouse Securities) 1996 - 2000
Skills
Investments, Financial Services, Coaching, Call Centers, Sales Management, Mortgage Lending, Sales Performance, Business Process Design, Call Center Development, Talent Development, Wealth Management, Customer Experience, Team Building, Operational Risk..., Analytics, Training & Development, Staff Mentoring, Incentive Programs, Retirement Services, Call Center, Sales Recruitment, Customer Service, Client Services, Personnel Recruiting, Team Motivator, Value Proposition..., Project Execution, Sales Improvement, Employee Hiring
Education
Bryant University 2002 — 2006
M.B.A, Finance
Suffolk University 1990 — 1994
B.A, Finance / Marketing
Fidelity Investments June 2013 - Present
Fidelity Investments December 2011 - Present
Merrill Edge October 2010 - December 2011
Bank of America March 2009 - December 2011
Bank of America July 2008 - March 2009
Bank of America Investments April 2006 - July 2008
Bank of America Investments March 2005 - April 2006
Bank of America Investments August 2003 - March 2005
Bank of America Investments May 2000 - August 2003
TD Ameritrade (formerly TD Waterhouse Securities) 1996 - 2000
Skills
Investments, Financial Services, Coaching, Call Centers, Sales Management, Mortgage Lending, Sales Performance, Business Process Design, Call Center Development, Talent Development, Wealth Management, Customer Experience, Team Building, Operational Risk..., Analytics, Training & Development, Staff Mentoring, Incentive Programs, Retirement Services, Call Center, Sales Recruitment, Customer Service, Client Services, Personnel Recruiting, Team Motivator, Value Proposition..., Project Execution, Sales Improvement, Employee Hiring
Education
Bryant University 2002 — 2006
M.B.A, Finance
Suffolk University 1990 — 1994
B.A, Finance / Marketing
Anthony Leo Anthony Leo's Fidelity Investments Experience August 1998 - May 2000
Job Supervisor at Amazon
Industry Consumer Services
Experience
Amazon April 2015 - Present
Stellae International Inc. September 2014 - November 2014
Brown Brothers Harriman February 2001 - August 2014
Putnam Investments May 2000 - February 2001
Fidelity Investments August 1998 - May 2000
US Postal Service September 1985 - August 1998
Skills
Securities, Vendor Management, Mutual Funds, Financial Services, Bloomberg, Process Improvement, Fixed Income, Corporate Actions, Hedge Funds, Asset Management, Series 7, Equities, Human Resources, Leadership, Management, Training, Analysis, Employee Relations, Software Documentation, Team Leadership, Team Building, Succession Planning, Project Planning, Time Management, Finance, Change Management, Customer Service, Program Management, Business Development, Operations Management, Budgets
Education
Kingsborough Community College 2006 — 2008
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Bryant and Stratton College
Accounting
Newbury College
Business Management
Amazon April 2015 - Present
Stellae International Inc. September 2014 - November 2014
Brown Brothers Harriman February 2001 - August 2014
Putnam Investments May 2000 - February 2001
Fidelity Investments August 1998 - May 2000
US Postal Service September 1985 - August 1998
Skills
Securities, Vendor Management, Mutual Funds, Financial Services, Bloomberg, Process Improvement, Fixed Income, Corporate Actions, Hedge Funds, Asset Management, Series 7, Equities, Human Resources, Leadership, Management, Training, Analysis, Employee Relations, Software Documentation, Team Leadership, Team Building, Succession Planning, Project Planning, Time Management, Finance, Change Management, Customer Service, Program Management, Business Development, Operations Management, Budgets
Education
Kingsborough Community College 2006 — 2008
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Bryant and Stratton College
Accounting
Newbury College
Business Management
Kriston Tretton's Fidelity Investments Experience July 2013 - Present
Job Director, Digital Platforms at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2013 - Present
Skills
Leadership, Project Management, Requirements Gathering, Change Management, Process Improvement, Business Requirements, Business Analysis, Business Process..., PMO, Cross-functional Team..., CRM, Business Process, Team Leadership, Program Management, Operations Management, Resource Management, Software Project..., Project Coordination, Management, Coaching, Strategic Thinking, Visio, Requirements Analysis, Workflow, Project Delivery, Integration, Agile Methodologies, Outsourcing, Functional Requirements, Mentoring, Mentoring Of Staff, MS Project, Agile Project Management, Building Organizational..., Business Process..., Business Process...
Education
Bryant University 2006 — 2006
Certificate Program, Women’s Institute for Leadership
Bryant University 2004 — 2004
Certificate Program, Project Management
Providence College
Bachelor's Degree, English Literature, Cultural Anthropology
Fidelity Investments July 2013 - Present
Skills
Leadership, Project Management, Requirements Gathering, Change Management, Process Improvement, Business Requirements, Business Analysis, Business Process..., PMO, Cross-functional Team..., CRM, Business Process, Team Leadership, Program Management, Operations Management, Resource Management, Software Project..., Project Coordination, Management, Coaching, Strategic Thinking, Visio, Requirements Analysis, Workflow, Project Delivery, Integration, Agile Methodologies, Outsourcing, Functional Requirements, Mentoring, Mentoring Of Staff, MS Project, Agile Project Management, Building Organizational..., Business Process..., Business Process...
Education
Bryant University 2006 — 2006
Certificate Program, Women’s Institute for Leadership
Bryant University 2004 — 2004
Certificate Program, Project Management
Providence College
Bachelor's Degree, English Literature, Cultural Anthropology
Rachael (Grande) Morrison's Fidelity Investments Experience February 2010 - March 2012
Job Digital Product Manager
Industry Internet
Experience
WellPoint March 2012 - December 2014
Fidelity Investments February 2010 - March 2012
Fidelity Investments January 2006 - February 2010
Fidelity Investments April 2005 - December 2006
Fidelity Investments October 2002 - September 2004
Fidelity Investments July 1999 - September 2002
houghton mifflin 1995 - 1996
Skills
Requirements Analysis, User Experience, User Analysis, Requirements Management, System Requirements, Project Management, Agile Methodologies, Business Analysis, Waterfall, Visio, SDLC, Software Project..., Vendor Management, Process Improvement, Employee Benefits, Usability, Testing, Product Management, Program Management, Requirements Gathering, Databases, User Experience Design, User Stories, User Scenarios, User Acceptance Testing, Design Strategy, Vendor Relationships, Health Insurance, Employee Wellness..., Web Content, Web Analytics, User-centered Design, Business Process, Creative Problem Solving, Metrics Definition, Building Relationships, Consumer Healthcare, Agile Project Management
Education
Bryant University 1990 — 1994
Bachelor of Science, Marketing
WellPoint March 2012 - December 2014
Fidelity Investments February 2010 - March 2012
Fidelity Investments January 2006 - February 2010
Fidelity Investments April 2005 - December 2006
Fidelity Investments October 2002 - September 2004
Fidelity Investments July 1999 - September 2002
houghton mifflin 1995 - 1996
Skills
Requirements Analysis, User Experience, User Analysis, Requirements Management, System Requirements, Project Management, Agile Methodologies, Business Analysis, Waterfall, Visio, SDLC, Software Project..., Vendor Management, Process Improvement, Employee Benefits, Usability, Testing, Product Management, Program Management, Requirements Gathering, Databases, User Experience Design, User Stories, User Scenarios, User Acceptance Testing, Design Strategy, Vendor Relationships, Health Insurance, Employee Wellness..., Web Content, Web Analytics, User-centered Design, Business Process, Creative Problem Solving, Metrics Definition, Building Relationships, Consumer Healthcare, Agile Project Management
Education
Bryant University 1990 — 1994
Bachelor of Science, Marketing
Linda A. Poggenpohl, SHRM-CP, PHR's Fidelity Investments Experience June 2014 - Present
Job Recruiter at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments June 2014 - Present
RI SHRM 2014 - 2015
RI SHRM 2014 - 2015
RI SHRM 2014 - 2015
RI SHRM 2014 - 2015
Corvias Group September 2010 - June 2014
Executive Women's Golf Association 2006 - 2012
CVS Caremark Corporation November 2009 - September 2010
SHRM RI State Council 2007 - 2010
CVS Caremark Corporation July 2009 - November 2009
Skills
Recruiting, Employee Relations, Human Resources, Interviews, Personnel Management, Customer Service, Onboarding, Talent Acquisition, Applicant Tracking..., Talent Management, College Recruiting, Performance Management, Succession Planning, Employee Benefits
Education
Wartburg College 1980 — 1984
BA, Double Major: Business Admin and Spanish
Bryant University
HR Management Certificate Program
LTC HR Leadership
Solon High School 1976 — 1980
Diploma
Fidelity Investments June 2014 - Present
RI SHRM 2014 - 2015
RI SHRM 2014 - 2015
RI SHRM 2014 - 2015
RI SHRM 2014 - 2015
Corvias Group September 2010 - June 2014
Executive Women's Golf Association 2006 - 2012
CVS Caremark Corporation November 2009 - September 2010
SHRM RI State Council 2007 - 2010
CVS Caremark Corporation July 2009 - November 2009
Skills
Recruiting, Employee Relations, Human Resources, Interviews, Personnel Management, Customer Service, Onboarding, Talent Acquisition, Applicant Tracking..., Talent Management, College Recruiting, Performance Management, Succession Planning, Employee Benefits
Education
Wartburg College 1980 — 1984
BA, Double Major: Business Admin and Spanish
Bryant University
HR Management Certificate Program
LTC HR Leadership
Solon High School 1976 — 1980
Diploma
Kelly Abram's Fidelity Investments Experience May 1998 - August 2015
Job Sr. Systems Engineer
Industry Financial Services
Experience
Fidelity Investments May 1998 - August 2015
Skills
Linux Server, Windows Server, Bladelogic, VMware, JIRA, Microsoft SQL Server, SSIS, SSRS, T-SQL, Oracle, Oracle SQL Developer, PL/SQL, PostgreSQL, Bash, Active Directory, LDAP, SSL, Agile Methodologies, Automation, Vendor Management, ITIL, PaaS, IaaS, Enterprise Architecture, Process Engineering, Disaster Recovery, Data Center, Load Balancing, High Availability, Virtualization
Education
Bryant University 2002 — 2007
Bachelor's degree, Business Administration, Management and Operations
Fidelity Investments May 1998 - August 2015
Skills
Linux Server, Windows Server, Bladelogic, VMware, JIRA, Microsoft SQL Server, SSIS, SSRS, T-SQL, Oracle, Oracle SQL Developer, PL/SQL, PostgreSQL, Bash, Active Directory, LDAP, SSL, Agile Methodologies, Automation, Vendor Management, ITIL, PaaS, IaaS, Enterprise Architecture, Process Engineering, Disaster Recovery, Data Center, Load Balancing, High Availability, Virtualization
Education
Bryant University 2002 — 2007
Bachelor's degree, Business Administration, Management and Operations
Patty Dungey's Fidelity Investments Experience April 1999 - December 2012
Job Senior Pension ConsultantActuarial Consulting Group at Transamerica
Industry Human Resources
Experience
Transamerica Retirement Solutions October 2013 - Present
Fidelity Investments April 1999 - December 2012
Kenneth D. Anderson Company August 1995 - March 1999
Skills
Defined Benefit, Pensions, Retirement, Employee Benefits, Pension Administration, Business Analysis, Process Improvement, Data Analysis, Retirement Plan..., Qualified Retirement...
Education
Bryant University
Bachelor of Sciene, Actuarial Mathematics
Transamerica Retirement Solutions October 2013 - Present
Fidelity Investments April 1999 - December 2012
Kenneth D. Anderson Company August 1995 - March 1999
Skills
Defined Benefit, Pensions, Retirement, Employee Benefits, Pension Administration, Business Analysis, Process Improvement, Data Analysis, Retirement Plan..., Qualified Retirement...
Education
Bryant University
Bachelor of Sciene, Actuarial Mathematics
Michael Marcucci's Fidelity Investments Experience August 2000 - January 2002
Job DirectorTeam Leader: Audit Operations GE Capital
Industry Banking
Experience
GE Capital March 2014 - Present
GE Capital June 2011 - March 2014
New England Bancshares August 2008 - February 2011
Webster Bank January 2003 - January 2008
Fidelity Investments August 2000 - January 2002
BankBoston 1987 - 2000
Skills
Credit Risk, Management, Board Reporting, Loans, Credit, Financial Risk, Underwriting, Portfolio Management, Commercial Banking, Consumer Lending, Internal Audit, Financial Services, Credit Analysis, Banking, Leadership, Due Diligence, Mergers & Acquisitions, Process Improvement, Auditing, Mortgage Lending, Operational Risk..., Risk Management
Education
Bryant University 1995 — 1998
MBA
Providence College 1979 — 1983
BS
Tiverton High School 1975 — 1979
GE Capital March 2014 - Present
GE Capital June 2011 - March 2014
New England Bancshares August 2008 - February 2011
Webster Bank January 2003 - January 2008
Fidelity Investments August 2000 - January 2002
BankBoston 1987 - 2000
Skills
Credit Risk, Management, Board Reporting, Loans, Credit, Financial Risk, Underwriting, Portfolio Management, Commercial Banking, Consumer Lending, Internal Audit, Financial Services, Credit Analysis, Banking, Leadership, Due Diligence, Mergers & Acquisitions, Process Improvement, Auditing, Mortgage Lending, Operational Risk..., Risk Management
Education
Bryant University 1995 — 1998
MBA
Providence College 1979 — 1983
BS
Tiverton High School 1975 — 1979
George Piquette's Fidelity Investments Experience September 2014 - July 2015
Job VP, Systems Analysis & User Experience Team at Ascensus
Industry Information Technology and Services
Experience
Ascensus July 2015 - Present
Fidelity Investments September 2014 - July 2015
Fidelity Investments May 2012 - September 2014
Fidelity Investments May 2009 - May 2012
Fidelity Investments August 1997 - November 2008
Skills
Software Development, Leadership, Management, Databases, Analysis, Software Engineering, SDLC, Agile Methodologies, Entrepreneurship, Software Project..., Requirements Analysis, SOA, Enterprise Architecture, Agile Project Management, Business Analysis, Systems Analysis
Education
Bryant University 1999 — 2003
MBA, CIS
Rhode Island College 1992 — 1997
BA, Mathematics
Seekonk
Ascensus July 2015 - Present
Fidelity Investments September 2014 - July 2015
Fidelity Investments May 2012 - September 2014
Fidelity Investments May 2009 - May 2012
Fidelity Investments August 1997 - November 2008
Skills
Software Development, Leadership, Management, Databases, Analysis, Software Engineering, SDLC, Agile Methodologies, Entrepreneurship, Software Project..., Requirements Analysis, SOA, Enterprise Architecture, Agile Project Management, Business Analysis, Systems Analysis
Education
Bryant University 1999 — 2003
MBA, CIS
Rhode Island College 1992 — 1997
BA, Mathematics
Seekonk
Dan Ardito's Fidelity Investments Experience Senior Manager - Accounting Policy & ResearchInvestors Bank & TrustNovember 2005 - April 2007
Job Director at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments Senior Manager - Accounting Policy & ResearchInvestors Bank & TrustNovember 2005 - April 2007
John Hancock Financial Services, Inc. 2004 - 2005
State Street Corporation 1999 - 2005
Education
Bryant University 1991 — 1995
Burlington High 1987 — 1991
Fidelity Investments Senior Manager - Accounting Policy & ResearchInvestors Bank & TrustNovember 2005 - April 2007
John Hancock Financial Services, Inc. 2004 - 2005
State Street Corporation 1999 - 2005
Education
Bryant University 1991 — 1995
Burlington High 1987 — 1991
Deb Haggerty's Fidelity Investments Experience November 2004 - February 2011
Job Manager, Client Support at Creative Office Pavilion
Industry Real Estate
Experience
Creative Office Pavilion January 2013 - Present
Creative Office Pavilion February 2011 - January 2013
Fidelity Investments November 2004 - February 2011
Fox Relocation Management November 1999 - August 2004
Skills
Vendor Management, Customer Service, Process Improvement, Outlook, Strategic Planning, Budgets, Project Management, Microsoft Office, Team Building, Microsoft Excel, PowerPoint, Management, Microsoft Word
Education
Bryant and Stratton College-Amherst 1979 — 1981
Associate's degree, Administrative Assistant and Secretarial Science, General
Creative Office Pavilion January 2013 - Present
Creative Office Pavilion February 2011 - January 2013
Fidelity Investments November 2004 - February 2011
Fox Relocation Management November 1999 - August 2004
Skills
Vendor Management, Customer Service, Process Improvement, Outlook, Strategic Planning, Budgets, Project Management, Microsoft Office, Team Building, Microsoft Excel, PowerPoint, Management, Microsoft Word
Education
Bryant and Stratton College-Amherst 1979 — 1981
Associate's degree, Administrative Assistant and Secretarial Science, General
Kathleen (Eaton) Barlow's Fidelity Investments Experience 2008 - 2014
Job Senior Tax Manager, Expertise in RIC Tax Returns, MLPs, Mutual Fund Accounting
Industry Accounting
Experience
Fidelity Investments 2008 - 2014
Fidelity Investments 2000 - 2008
Skills
Accounting, Financial Analysis, Fund Accounting, Mutual Funds, Tax
Education
Suffolk University 2004 — 2010
Master's Degree, MBA/MST
Bryant University 1996 — 2000
Bachelor's Degree, Accounting
Fidelity Investments 2008 - 2014
Fidelity Investments 2000 - 2008
Skills
Accounting, Financial Analysis, Fund Accounting, Mutual Funds, Tax
Education
Suffolk University 2004 — 2010
Master's Degree, MBA/MST
Bryant University 1996 — 2000
Bachelor's Degree, Accounting
David Bonaccorsi's Fidelity Investments Experience January 2015 - Present
Job Director Architecture at Fidelity Investments
Industry Banking
Experience
Fidelity Investments January 2015 - Present
IBM Corporation – IBM Software Services for WebSphere (ISSW) August 2014 - Present
IBM SWG April 2006 - Present
IBM March 1999 - December 2006
IBM Global Process Services January 1996 - February 1998
Early Cloud and Company IBM Business Partner January 1989 - December 1995
Early Cloud and Company January 1985 - December 1989
Early Cloud and Company - January 1982 - December 1985
State of Rhode Island -Judicial Information Systems and Sciences (RJIS) February 1977 - February 1982
Skills
Requirements Analysis, Business Analysis, Software Project..., IT Strategy, IT Service Management, Program Management, Project Management, Project Delivery, Business Intelligence, Service Delivery, Business Process..., IBM SOA Architecture..., WebSphere Application..., WebSphere MQ, CICS architecture and..., Business Process..., WebSphere Business..., DB2 for z/OS, System z Hybrid..., IBM Industry Solution..., Software Design and...
Education
Bryant University 1971 — 1975
Bachelor of Science (BS), Systems Managemnt
Fidelity Investments January 2015 - Present
IBM Corporation – IBM Software Services for WebSphere (ISSW) August 2014 - Present
IBM SWG April 2006 - Present
IBM March 1999 - December 2006
IBM Global Process Services January 1996 - February 1998
Early Cloud and Company IBM Business Partner January 1989 - December 1995
Early Cloud and Company January 1985 - December 1989
Early Cloud and Company - January 1982 - December 1985
State of Rhode Island -Judicial Information Systems and Sciences (RJIS) February 1977 - February 1982
Skills
Requirements Analysis, Business Analysis, Software Project..., IT Strategy, IT Service Management, Program Management, Project Management, Project Delivery, Business Intelligence, Service Delivery, Business Process..., IBM SOA Architecture..., WebSphere Application..., WebSphere MQ, CICS architecture and..., Business Process..., WebSphere Business..., DB2 for z/OS, System z Hybrid..., IBM Industry Solution..., Software Design and...
Education
Bryant University 1971 — 1975
Bachelor of Science (BS), Systems Managemnt
Ed Lefavor's Fidelity Investments Experience 1981 - 1991
Job Owner, EJL Homes, Retired
Industry Financial Services
Experience
EJL Homes June 2004 - Present
HEALTH NET of the NORTHEAST 2003 - 2004
PRUDENTIAL FINANCIAL/AMERICAN SKANDIA LIFE ASSURANCE CORP 2002 - 2003
AMERICAN DATA SERVICES, INC. 2000 - 2002
FEDERATED INVESTORS, INC 1998 - 2000
Health New England 1993 - 1997
CLEAN HARBORS, INC 1992 - 1993
Fidelity Investments 1981 - 1991
BRADFORD TRUST COMPANY 1979 - 1980
STATE STREET BANK / BOSTON FINANCIAL DATA SERVICES 1970 - 1979
Skills
Real Estate
Education
Bryant and Stratton College 1968 — 1970
EJL Homes June 2004 - Present
HEALTH NET of the NORTHEAST 2003 - 2004
PRUDENTIAL FINANCIAL/AMERICAN SKANDIA LIFE ASSURANCE CORP 2002 - 2003
AMERICAN DATA SERVICES, INC. 2000 - 2002
FEDERATED INVESTORS, INC 1998 - 2000
Health New England 1993 - 1997
CLEAN HARBORS, INC 1992 - 1993
Fidelity Investments 1981 - 1991
BRADFORD TRUST COMPANY 1979 - 1980
STATE STREET BANK / BOSTON FINANCIAL DATA SERVICES 1970 - 1979
Skills
Real Estate
Education
Bryant and Stratton College 1968 — 1970
Arthur Bassett's Fidelity Investments Experience August 2014 - Present
Job Senior Technology Risk Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Citizens Bank July 2014 - August 2014
Citizens Bank November 2012 - July 2014
Royal Bank of Scotland July 2012 - November 2012
RBS Citizens November 2010 - July 2012
Citizens Bank June 2010 - November 2010
Fidelity Investments December 1997 - December 2008
Coastway Credit Union February 1995 - April 1997
Bank of Boston February 1993 - February 1995
Skills
AML/OFAC Operations, Enterprise Compliance, Contract Negotiation, Regulatory Oversight, Project Management, Process Documentation &..., Regulations, AML, Financial Risk, Management, Process Improvement, Mutual Funds, Vendor Management, Business Analysis, KYC, Analysis, Operational Risk, Banking, Risk Management, Investments, Internal Audit, Auditing, Finance
Education
Bryant University 1990 — 1993
BS, Accounting
Fidelity Investments August 2014 - Present
Citizens Bank July 2014 - August 2014
Citizens Bank November 2012 - July 2014
Royal Bank of Scotland July 2012 - November 2012
RBS Citizens November 2010 - July 2012
Citizens Bank June 2010 - November 2010
Fidelity Investments December 1997 - December 2008
Coastway Credit Union February 1995 - April 1997
Bank of Boston February 1993 - February 1995
Skills
AML/OFAC Operations, Enterprise Compliance, Contract Negotiation, Regulatory Oversight, Project Management, Process Documentation &..., Regulations, AML, Financial Risk, Management, Process Improvement, Mutual Funds, Vendor Management, Business Analysis, KYC, Analysis, Operational Risk, Banking, Risk Management, Investments, Internal Audit, Auditing, Finance
Education
Bryant University 1990 — 1993
BS, Accounting
Robert Milas, CFA, CAIA's Fidelity Investments Experience April 2007 - December 2008
Job Experienced Asset Manager and Product Developer
Industry Investment Management
Experience
MassMutual Financial Group March 2009 - Present
Fidelity Investments April 2007 - December 2008
MassMutual June 2005 - March 2007
Fidelity Investments September 2000 - June 2005
Fidelity Investments 1994 - 1999
Fleet Bank 1988 - 1993
Skills
Investments, Asset Allocation, Mutual Funds, Portfolio Management, Investment Strategies, Strategy, Retirement, Insurance, Alternative Investments, Series 7, Asset Managment, Leadership, Wealth Management, Series 63, Product Development, Project Management
Education
University of Rhode Island - College of Business Administration 1989 — 1992
Masters, Business Administration
Bryant University 1984 — 1988
BS, Accounting & Finance
MassMutual Financial Group March 2009 - Present
Fidelity Investments April 2007 - December 2008
MassMutual June 2005 - March 2007
Fidelity Investments September 2000 - June 2005
Fidelity Investments 1994 - 1999
Fleet Bank 1988 - 1993
Skills
Investments, Asset Allocation, Mutual Funds, Portfolio Management, Investment Strategies, Strategy, Retirement, Insurance, Alternative Investments, Series 7, Asset Managment, Leadership, Wealth Management, Series 63, Product Development, Project Management
Education
University of Rhode Island - College of Business Administration 1989 — 1992
Masters, Business Administration
Bryant University 1984 — 1988
BS, Accounting & Finance
Ellen Martins's Fidelity Investments Experience August 1998 - Present
Job Principal Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 1998 - Present
Liquid Blue February 1993 - July 1998
MCI 1989 - 1992
U.S. Department of Labor 1987 - 1989
Skills
Project Portfolio..., PMO, Cross-functional Team..., Resource Management, Process Improvement
Education
Bryant University 1985 — 1987
BS, Business Administration
University of Massachusetts, Amherst 1982 — 1985
College of Arts / Sciences
Fidelity Investments August 1998 - Present
Liquid Blue February 1993 - July 1998
MCI 1989 - 1992
U.S. Department of Labor 1987 - 1989
Skills
Project Portfolio..., PMO, Cross-functional Team..., Resource Management, Process Improvement
Education
Bryant University 1985 — 1987
BS, Business Administration
University of Massachusetts, Amherst 1982 — 1985
College of Arts / Sciences
John Missirlis's Fidelity Investments Experience November 2006 - November 2008
Job Program Director in Financial Services
Industry Financial Services
Experience
Fidelity Investments - Enterprise Records Management March 2009 - Present
Fidelity Investments November 2006 - November 2008
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 1998 - 2000
Putnam Investments September 1996 - April 1998
Skills
Financial Services, Vendor Management, Risk Management, Program Management, Change Management, Relationship Management, Project Management, Business Analysis, Business Process..., Management, Investments, Mutual Funds, SharePoint
Education
Bryant University 2000 — 2002
Masters, Finance
Bryant University 1992 — 1996
BS in Business Admin., Marketing
Fidelity Investments - Enterprise Records Management March 2009 - Present
Fidelity Investments November 2006 - November 2008
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 1998 - 2000
Putnam Investments September 1996 - April 1998
Skills
Financial Services, Vendor Management, Risk Management, Program Management, Change Management, Relationship Management, Project Management, Business Analysis, Business Process..., Management, Investments, Mutual Funds, SharePoint
Education
Bryant University 2000 — 2002
Masters, Finance
Bryant University 1992 — 1996
BS in Business Admin., Marketing
Cindy Stone's Fidelity Investments Experience February 2009 - August 2013
Job Manager, Defined Benefits
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2015 - Present
Towers Watson March 2014 - June 2015
The Harrington Farm 2004 - 2015
Seeking an opportunity where I can use my strong interpersonal, managerial and analytical skills September 2013 - March 2014
Fidelity Investments February 2009 - August 2013
Fidelity Investments February 2007 - February 2009
Fidelity Investments June 2004 - February 2007
Wyman Gordon December 1987 - September 1991
Wyman Gordon December 1983 - December 1987
Skills
Defined Benefit, Process Improvement, Business Analysis, Financial Modeling, Analysis, Microsoft Excel, Retirement, Pensions, Training, Customer Service, Team Building, Qualified Domestic..., Onboarding, Offshore Management, Cross-functional Team..., Leadership, Finance, Outsourcing, Management, Team Management, Operations Management, Event Management, Operational Efficiency, Team Leadership, Virtual Teams, Pension Administration, Benefits Administration, Hiring Employees, Employee Training, financial services, Employee Engagement, motivation, Benefits Management, Employee Relations, Business Decision Making, Keen Listener, Financial Analysis, Time Management, Critical Thinking, High Energy Level, Confidentiality, Financial Services
Education
Bryant University
BS BA, Accounting
Transamerica Retirement Solutions June 2015 - Present
Towers Watson March 2014 - June 2015
The Harrington Farm 2004 - 2015
Seeking an opportunity where I can use my strong interpersonal, managerial and analytical skills September 2013 - March 2014
Fidelity Investments February 2009 - August 2013
Fidelity Investments February 2007 - February 2009
Fidelity Investments June 2004 - February 2007
Wyman Gordon December 1987 - September 1991
Wyman Gordon December 1983 - December 1987
Skills
Defined Benefit, Process Improvement, Business Analysis, Financial Modeling, Analysis, Microsoft Excel, Retirement, Pensions, Training, Customer Service, Team Building, Qualified Domestic..., Onboarding, Offshore Management, Cross-functional Team..., Leadership, Finance, Outsourcing, Management, Team Management, Operations Management, Event Management, Operational Efficiency, Team Leadership, Virtual Teams, Pension Administration, Benefits Administration, Hiring Employees, Employee Training, financial services, Employee Engagement, motivation, Benefits Management, Employee Relations, Business Decision Making, Keen Listener, Financial Analysis, Time Management, Critical Thinking, High Energy Level, Confidentiality, Financial Services
Education
Bryant University
BS BA, Accounting
Maria Woeste's Fidelity Investments Experience December 2000 - February 2010
Job Human Capital Management ConsultantMajor Accounts at ADP
Industry Information Technology and Services
Experience
ADP 2011 - Present
HR Access a Fidelity Investment Company February 2010 - October 2010
Fidelity Investments December 2000 - February 2010
Paycor 1994 - 2000
Skills
Salesforce.com, B2B, Negotiation, Account Management, Sales, Payroll, Selling, Sales Operations, Leadership, Sales Process, Strategy, Management, Business Development, Training, Start-ups
Education
Bryant University
Bachelor of Science, Marketing
ADP 2011 - Present
HR Access a Fidelity Investment Company February 2010 - October 2010
Fidelity Investments December 2000 - February 2010
Paycor 1994 - 2000
Skills
Salesforce.com, B2B, Negotiation, Account Management, Sales, Payroll, Selling, Sales Operations, Leadership, Sales Process, Strategy, Management, Business Development, Training, Start-ups
Education
Bryant University
Bachelor of Science, Marketing
Jason Fleckles's Fidelity Investments Experience October 2007 - January 2009
Job Account Executive at IDG Enterprise
Industry Management Consulting
Experience
Everybody Wins! Metro Boston September 2010 - Present
IDG Enterprise March 2015 - Present
CIO Executive Council an IDG Company June 2012 - February 2015
IDG List Services February 2009 - May 2012
Fidelity Investments October 2007 - January 2009
New England Patriots April 2006 - August 2006
Skills
Email Marketing, Lead Generation, Campaign Optimization, Direct Marketing, Landing Page..., Marketing Communications, Demand Generation, B2B, Digital Marketing, Online Marketing, Marketing Strategy, Integrated Marketing, Consultative Selling, Relationship Development, Brand Awareness, B2B Marketing, Social Media, Database Marketing, Account Management, Lunch & Learns, Team Leadership, Marketing, Multi-channel Marketing, Online Advertising, Strategic Partnerships, CRM, Selling, Social Media Marketing, Mobile Marketing, Leadership Development, Market Research, Salesforce.com, Digital Strategy, Strategy, Leadership, Competitive Analysis, Sales
Education
Bryant University 2003 — 2007
B.S. in Business Administration, Marketing Major, Psychology Minor
Sandwich High School 1999 — 2003
Everybody Wins! Metro Boston September 2010 - Present
IDG Enterprise March 2015 - Present
CIO Executive Council an IDG Company June 2012 - February 2015
IDG List Services February 2009 - May 2012
Fidelity Investments October 2007 - January 2009
New England Patriots April 2006 - August 2006
Skills
Email Marketing, Lead Generation, Campaign Optimization, Direct Marketing, Landing Page..., Marketing Communications, Demand Generation, B2B, Digital Marketing, Online Marketing, Marketing Strategy, Integrated Marketing, Consultative Selling, Relationship Development, Brand Awareness, B2B Marketing, Social Media, Database Marketing, Account Management, Lunch & Learns, Team Leadership, Marketing, Multi-channel Marketing, Online Advertising, Strategic Partnerships, CRM, Selling, Social Media Marketing, Mobile Marketing, Leadership Development, Market Research, Salesforce.com, Digital Strategy, Strategy, Leadership, Competitive Analysis, Sales
Education
Bryant University 2003 — 2007
B.S. in Business Administration, Marketing Major, Psychology Minor
Sandwich High School 1999 — 2003
Daniel DeMarco's Fidelity Investments Experience August 2004 - May 2009
Job Retirement Services District Manager at ADP
Industry Financial Services
Experience
ADP August 2010 - Present
Putnam Investments November 2009 - August 2010
Fidelity Investments August 2004 - May 2009
Putnam Investments 1996 - 2004
Skills
401k, ERISA, Retirement, Investments, Retirement Planning, Financial Advisory, CRM, Defined Contribution, Management, Sales, Financial Services, Employee Benefits, Series 63, Series 7, Mutual Funds
Education
Bryant University 2004 — 2006
Masters, Business Administration
Rhode Island College 1992 — 1996
BS, Economics
ADP August 2010 - Present
Putnam Investments November 2009 - August 2010
Fidelity Investments August 2004 - May 2009
Putnam Investments 1996 - 2004
Skills
401k, ERISA, Retirement, Investments, Retirement Planning, Financial Advisory, CRM, Defined Contribution, Management, Sales, Financial Services, Employee Benefits, Series 63, Series 7, Mutual Funds
Education
Bryant University 2004 — 2006
Masters, Business Administration
Rhode Island College 1992 — 1996
BS, Economics
Falguni Patel's Fidelity Investments Experience November 2007 - March 2009
Job Experienced Team Manager and Process Analyst available for new opportunity
Industry Insurance
Experience
Liberty Mutual Insurance March 2011 - June 2013
Liberty Mutual Insurance September 2010 - February 2011
Fidelity Investments November 2007 - March 2009
Fidelity Investments November 2003 - October 2007
Fidelity Investments January 2001 - November 2003
BJ's Wholesale Club February 2000 - February 2003
Skills
Process Improvement, Financial Services, Project Management, Quality Assurance, Leadership, Six Sigma, Leadership Development, Training, Customer Service, Insurance, Business Analysis, Requirements Gathering, Relationship Management, Visio, Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Team Management, Employee Training, Coaching, Time Management, PowerPoint, Outlook, Team Leadership, Access, Analytics, Change Management, Business Process...
Education
Bryant University 2009 — 2010
Certification, Business Analysis
Gujarat University 1994 — 1997
BS, Microbiology
Liberty Mutual Insurance March 2011 - June 2013
Liberty Mutual Insurance September 2010 - February 2011
Fidelity Investments November 2007 - March 2009
Fidelity Investments November 2003 - October 2007
Fidelity Investments January 2001 - November 2003
BJ's Wholesale Club February 2000 - February 2003
Skills
Process Improvement, Financial Services, Project Management, Quality Assurance, Leadership, Six Sigma, Leadership Development, Training, Customer Service, Insurance, Business Analysis, Requirements Gathering, Relationship Management, Visio, Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Team Management, Employee Training, Coaching, Time Management, PowerPoint, Outlook, Team Leadership, Access, Analytics, Change Management, Business Process...
Education
Bryant University 2009 — 2010
Certification, Business Analysis
Gujarat University 1994 — 1997
BS, Microbiology
Daniel Pepin's Fidelity Investments Experience June 2000 - Present
Job Senior Software Engineer/Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2000 - Present
Education
Bryant University 2000 — 2002
MBA, Finance
Bryant University 1996 — 2000
BSBA, Computer Information Systems
Fidelity Investments June 2000 - Present
Education
Bryant University 2000 — 2002
MBA, Finance
Bryant University 1996 — 2000
BSBA, Computer Information Systems
Kimberly Healy, MSHR's Fidelity Investments Experience 2010 - 2011
Job Senior Compensation Analyst at PAREXEL
Industry Human Resources
Experience
PAREXEL August 2014 - Present
Eaton Vance 2011 - August 2014
Fidelity Investments 2010 - 2011
Fidelity Investments 2006 - 2010
Skills
Microsoft Excel, HRIS, Ceridian Payroll System, Financial Services, Job Analysis, Compensation Packages, Sales Compensation, Social Media, PowerPoint, Job Evaluation, Access
Education
Suffolk University 2010 — 2013
Master of Science (M.S.), Human Resources
Bryant University
Bachelor of Science (B.S.), Business Administration
PAREXEL August 2014 - Present
Eaton Vance 2011 - August 2014
Fidelity Investments 2010 - 2011
Fidelity Investments 2006 - 2010
Skills
Microsoft Excel, HRIS, Ceridian Payroll System, Financial Services, Job Analysis, Compensation Packages, Sales Compensation, Social Media, PowerPoint, Job Evaluation, Access
Education
Suffolk University 2010 — 2013
Master of Science (M.S.), Human Resources
Bryant University
Bachelor of Science (B.S.), Business Administration
Diane Gaulin's Fidelity Investments Experience September 2003 - December 2009
Job Pension Administration Consultant at Towers Watson
Industry Financial Services
Experience
Towers Watson August 2011 - Present
Childen's Hospital Boston June 2010 - July 2011
Fidelity Investments September 2003 - December 2009
Watson Wyatt October 1990 - September 2003
Education
Bryant University
Towers Watson August 2011 - Present
Childen's Hospital Boston June 2010 - July 2011
Fidelity Investments September 2003 - December 2009
Watson Wyatt October 1990 - September 2003
Education
Bryant University
Julie Warren's Fidelity Investments Experience May 2007 - March 2012
Job AVP, Area Sales Manager Financial Network at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advantage Funds March 2012 - March 2014
Fidelity Investments May 2007 - March 2012
A.G. Edwards & Sons, Inc. January 2005 - April 2007
Skills
Series 63, Investments, Series 7, Financial Analysis, Mutual Funds, Asset Allocation
Education
Isenberg School of Management, UMass Amherst 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bryant University 2000 — 2004
Bachelor of Science (BS), Finance
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advantage Funds March 2012 - March 2014
Fidelity Investments May 2007 - March 2012
A.G. Edwards & Sons, Inc. January 2005 - April 2007
Skills
Series 63, Investments, Series 7, Financial Analysis, Mutual Funds, Asset Allocation
Education
Isenberg School of Management, UMass Amherst 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bryant University 2000 — 2004
Bachelor of Science (BS), Finance
Gary Rackleff's Fidelity Investments Experience January 1997 - Present
Job Senior Business Project Manager
Industry Information Technology and Services
Experience
Fidelity Investments January 1997 - Present
Skills
Financial Management...
Education
Bryant & Stratton College 1967 — 1969
AS - Computer Science
Fidelity Investments January 1997 - Present
Skills
Financial Management...
Education
Bryant & Stratton College 1967 — 1969
AS - Computer Science
Amanda Root's Fidelity Investments Experience August 2015 - Present
Job Marketing Professional
Industry Marketing and Advertising
Experience
Fidelity Investments August 2015 - Present
Staples November 2014 - May 2015
Hartford Investment Management June 2013 - September 2014
Brokers' Service Marketing Group May 2012 - August 2012
Marshalls September 2006 - September 2011
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Facebook, Twitter, LinkedIn, ExactTarget, iPipeline CRM
Education
Bryant University 2009 — 2013
Bachelor of Science in Business Administration, Marketing
Fidelity Investments August 2015 - Present
Staples November 2014 - May 2015
Hartford Investment Management June 2013 - September 2014
Brokers' Service Marketing Group May 2012 - August 2012
Marshalls September 2006 - September 2011
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Facebook, Twitter, LinkedIn, ExactTarget, iPipeline CRM
Education
Bryant University 2009 — 2013
Bachelor of Science in Business Administration, Marketing
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank