Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
James Merolla James Merolla's Fidelity Investments Experience June 2014 - Present
Job Sr. Technology Service Specialist II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Skills
Customer Service, Investments, Leadership, Microsoft Excel, Roth IRA, Financial Analysis, Real Estate
Education
Bryant University 2004 — 2008
Bachelor of Business Administration, Finance
Fidelity Investments June 2014 - Present
Skills
Customer Service, Investments, Leadership, Microsoft Excel, Roth IRA, Financial Analysis, Real Estate
Education
Bryant University 2004 — 2008
Bachelor of Business Administration, Finance
Joseph Frisk Joseph Frisk's Fidelity Investments Experience 1998 - 1999
Job Sr. Security Manager at Accenture
Industry Financial Services
Experience
Accenture Consulting August 2014 - Present
Frisk IT LLC; Consulting March 2014 - May 2015
Town of Uxbridge May 2013 - May 2014
Bank of America June 2002 - March 2014
Total Technology Solutions September 2008 - April 2011
Bank of America June 2002 - March 2009
Java Joint LLC February 2004 - November 2008
Fleet Bank (Currently Bank of America) January 2001 - June 2002
Citizens Bank January 1999 - January 2001
Fidelity Investments 1998 - 1999
Skills
Risk Management, Business Analysis, SDLC, IT Management, Vendor Management, Software Project..., Management, Information Security, Analysis, Security, CRM, Banking, Analytics, Solution Architecture, Team Leadership, Leadership, Requirements Gathering, Access, IT Strategy, Visio, Business Intelligence, Project Portfolio..., Loans, Sla, Change Management, Business Strategy, Municipal Politics, Community Outreach, Data Analysis, Executive Management, Financial Analysis, Municipal Management, Hospitality Management, Application Lifecycle..., Web Development, Application Architecture, Web Applications, Risk Assessment, Supplier Risk Management, International Project..., Consulting, Agile & Waterfall..., PCI Standards, Regulatory Policy, SOX 404, COBIT, Identity Management
Education
Bryant University 2001 — 2003
Master of Science (MS)
Bryant University 1999 — 2002
Master of Business Administration (M.B.A.)
Rhode Island College 1993 — 1998
Bachelor’s Degree
Burrillville High 1988 — 1992
High School
Woonsocket 1986 — 1988
Accenture Consulting August 2014 - Present
Frisk IT LLC; Consulting March 2014 - May 2015
Town of Uxbridge May 2013 - May 2014
Bank of America June 2002 - March 2014
Total Technology Solutions September 2008 - April 2011
Bank of America June 2002 - March 2009
Java Joint LLC February 2004 - November 2008
Fleet Bank (Currently Bank of America) January 2001 - June 2002
Citizens Bank January 1999 - January 2001
Fidelity Investments 1998 - 1999
Skills
Risk Management, Business Analysis, SDLC, IT Management, Vendor Management, Software Project..., Management, Information Security, Analysis, Security, CRM, Banking, Analytics, Solution Architecture, Team Leadership, Leadership, Requirements Gathering, Access, IT Strategy, Visio, Business Intelligence, Project Portfolio..., Loans, Sla, Change Management, Business Strategy, Municipal Politics, Community Outreach, Data Analysis, Executive Management, Financial Analysis, Municipal Management, Hospitality Management, Application Lifecycle..., Web Development, Application Architecture, Web Applications, Risk Assessment, Supplier Risk Management, International Project..., Consulting, Agile & Waterfall..., PCI Standards, Regulatory Policy, SOX 404, COBIT, Identity Management
Education
Bryant University 2001 — 2003
Master of Science (MS)
Bryant University 1999 — 2002
Master of Business Administration (M.B.A.)
Rhode Island College 1993 — 1998
Bachelor’s Degree
Burrillville High 1988 — 1992
High School
Woonsocket 1986 — 1988
Justin Gladu Justin Gladu's Fidelity Investments Experience June 2013 - Present
Job Director, Software Engineering Development Mgmt. at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments November 2010 - June 2013
Fidelity Investments September 2008 - December 2010
Fidelity June 2004 - September 2008
Fidelity Investments June 2001 - June 2004
Fidelity Investments May 1999 - June 2001
Maverick Investment Technologies 1997 - 1999
Education
Bryant University 1995 — 1999
Fidelity Investments June 2013 - Present
Fidelity Investments November 2010 - June 2013
Fidelity Investments September 2008 - December 2010
Fidelity June 2004 - September 2008
Fidelity Investments June 2001 - June 2004
Fidelity Investments May 1999 - June 2001
Maverick Investment Technologies 1997 - 1999
Education
Bryant University 1995 — 1999
Jennifer McElligott's Fidelity Investments Experience July 2012 - Present
Job Quality Assurance Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2012 - Present
Schneider Electric February 2011 - April 2012
Regal Entertainment Group April 2007 - July 2011
Kumon Learning Center August 2006 - April 2007
Skills
Java, Python, Photoshop, PHP, MySQL, Microsoft Office, HTML, Flash Animation
Education
Bryant University 2008 — 2012
Bachelor of Science, Information Technology
Westborough High School 2004 — 2008
High School Diploma, 3.65
Fidelity Investments July 2012 - Present
Schneider Electric February 2011 - April 2012
Regal Entertainment Group April 2007 - July 2011
Kumon Learning Center August 2006 - April 2007
Skills
Java, Python, Photoshop, PHP, MySQL, Microsoft Office, HTML, Flash Animation
Education
Bryant University 2008 — 2012
Bachelor of Science, Information Technology
Westborough High School 2004 — 2008
High School Diploma, 3.65
John Tuite, QPFC, CRPS®'s Fidelity Investments Experience June 2015 - Present
Job VP, Retirement Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments April 2014 - May 2015
Fidelity Investments January 2013 - March 2014
Fidelity Investments January 2011 - January 2013
Fidelity Investments November 2009 - December 2010
Fidelity Investments July 2008 - October 2010
Skills
401k, CRPS, Series 7, Series 63, Relationship Management, Territory..., Qualified Retirement..., FINRA, Retirement, Defined Contribution, Retirement Plan..., Series 6, Asset Allocation, Retirement Planning, Mutual Funds, Investments, Finance, Employee Benefits, Financial Services, Wealth Management, Securities, Asset Management, Portfolio Management
Education
Bryant University 2004 — 2008
Bachelor of Science in Business Administration, Finance
Fidelity Investments June 2015 - Present
Fidelity Investments April 2014 - May 2015
Fidelity Investments January 2013 - March 2014
Fidelity Investments January 2011 - January 2013
Fidelity Investments November 2009 - December 2010
Fidelity Investments July 2008 - October 2010
Skills
401k, CRPS, Series 7, Series 63, Relationship Management, Territory..., Qualified Retirement..., FINRA, Retirement, Defined Contribution, Retirement Plan..., Series 6, Asset Allocation, Retirement Planning, Mutual Funds, Investments, Finance, Employee Benefits, Financial Services, Wealth Management, Securities, Asset Management, Portfolio Management
Education
Bryant University 2004 — 2008
Bachelor of Science in Business Administration, Finance
John E Paris John E Paris's Fidelity Investments Experience October 1998 - December 2003
Job Assistant Treasurer Rogers Corporation
Industry Electrical/Electronic Manufacturing
Experience
Rogers Corporation December 2014 - Present
CVS Caremark Corporation March 2010 - November 2014
CVS/Caremark August 2006 - March 2010
Prestige Capital Mortgage Corporation (PCMC) July 2004 - August 2006
GTECH December 2003 - July 2004
Fidelity Investments October 1998 - December 2003
Democratic Party of Rhode island (Johnston) 1997 - 1998
Fleet Bank 1996 - 1998
Skills
Process Improvement, Risk Management, Cash Management, Budgets, Financial Analysis, Forecasting, Financial Modeling, Financial Forecasting, Treasury, Expense Management, Financial Services, Finance, Vendor Management, Contract Negotiation, Portfolio Management, Sarbanes-Oxley Act, Strategic Planning, Project Finance, Financial Reporting, Investment Banking, Mergers & Acquisitions, Corporate Budgeting, Commercial Lending, Investment Management, Fund Accounting, Gaming Industry, Merchandise Planning, Pricing Analysis, Retail Banking, Equity Trading, Securities Fraud, Security Analysis, Italian, Lottery, Trust Services, Prime Brokerage, Derivative Trading, Exchange Traded..., Equity Derivatives, Equity Research, Hyperion Financial..., Essbase, SAP, Oracle Applications, Microsoft SQL Server, Capital Markets, Financial Planning, Treasury Management, Corporate Finance, Corporate Financial...
Education
Bryant University 1989 — 1993
Finance, Bachelor's of Science in Business Administration
Johnston Senior High 1986 — 1989
High school diploma: College prep accelerated
Rogers Corporation December 2014 - Present
CVS Caremark Corporation March 2010 - November 2014
CVS/Caremark August 2006 - March 2010
Prestige Capital Mortgage Corporation (PCMC) July 2004 - August 2006
GTECH December 2003 - July 2004
Fidelity Investments October 1998 - December 2003
Democratic Party of Rhode island (Johnston) 1997 - 1998
Fleet Bank 1996 - 1998
Skills
Process Improvement, Risk Management, Cash Management, Budgets, Financial Analysis, Forecasting, Financial Modeling, Financial Forecasting, Treasury, Expense Management, Financial Services, Finance, Vendor Management, Contract Negotiation, Portfolio Management, Sarbanes-Oxley Act, Strategic Planning, Project Finance, Financial Reporting, Investment Banking, Mergers & Acquisitions, Corporate Budgeting, Commercial Lending, Investment Management, Fund Accounting, Gaming Industry, Merchandise Planning, Pricing Analysis, Retail Banking, Equity Trading, Securities Fraud, Security Analysis, Italian, Lottery, Trust Services, Prime Brokerage, Derivative Trading, Exchange Traded..., Equity Derivatives, Equity Research, Hyperion Financial..., Essbase, SAP, Oracle Applications, Microsoft SQL Server, Capital Markets, Financial Planning, Treasury Management, Corporate Finance, Corporate Financial...
Education
Bryant University 1989 — 1993
Finance, Bachelor's of Science in Business Administration
Johnston Senior High 1986 — 1989
High school diploma: College prep accelerated
Kelli McNamara Kelli McNamara's Fidelity Investments Experience 2004 - 2009
Job Regional Vice President DCIO at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US January 2011 - Present
ASPPA Benefits Council - Great Northwest October 2014 - Present
Kforce Inc. 2009 - 2010
Fidelity Investments 2004 - 2009
Horizon Beverage Company 1996 - 2002
Skills
Series 7, Series 6, Series 63, Series 65, Investments, Mutual Funds, 401k, ERISA, Defined Contribution, Defined Benefit, Retirement Planning, Retirement, Strategic Financial..., Wealth Management, Financial Services, Asset Managment, Securities, Investment Advisory, Asset Management, Asset Allocation
Education
Bryant University 2000 — 2008
BSBA, Accounting
Columbia Threadneedle Investments, US January 2011 - Present
ASPPA Benefits Council - Great Northwest October 2014 - Present
Kforce Inc. 2009 - 2010
Fidelity Investments 2004 - 2009
Horizon Beverage Company 1996 - 2002
Skills
Series 7, Series 6, Series 63, Series 65, Investments, Mutual Funds, 401k, ERISA, Defined Contribution, Defined Benefit, Retirement Planning, Retirement, Strategic Financial..., Wealth Management, Financial Services, Asset Managment, Securities, Investment Advisory, Asset Management, Asset Allocation
Education
Bryant University 2000 — 2008
BSBA, Accounting
Jennifer Dalessio's Fidelity Investments Experience January 2000 - November 2001
Job Sr Director Talent Acquistion, Technology & Solutions at Hasbro
Industry Consumer Goods
Experience
Hasbro November 2013 - Present
Hasbro June 2012 - October 2013
Hasbro, Inc January 2008 - June 2012
Hasbro, Inc April 2007 - December 2007
Hasbro October 2003 - March 2007
Hasbro October 2002 - October 2003
Hasbro November 2001 - September 2002
Fidelity Investments January 2000 - November 2001
Skills
Talent Management, Talent Acquisition, Human Resources, Workforce Planning, Succession Planning, Cross-functional Team..., Performance Management, Employee Relations, Change Management, Team Building, Management, Leadership, HR Policies, HR Transformation, Shared Services, Career Development, Project Management, Process Improvement, Business Process..., People Management, People Development, HRIS
Education
Isenberg School of Management, UMass Amherst 2002 — 2005
PMBA, Business
Bryant University 1996 — 1999
BS, Finance
Hasbro November 2013 - Present
Hasbro June 2012 - October 2013
Hasbro, Inc January 2008 - June 2012
Hasbro, Inc April 2007 - December 2007
Hasbro October 2003 - March 2007
Hasbro October 2002 - October 2003
Hasbro November 2001 - September 2002
Fidelity Investments January 2000 - November 2001
Skills
Talent Management, Talent Acquisition, Human Resources, Workforce Planning, Succession Planning, Cross-functional Team..., Performance Management, Employee Relations, Change Management, Team Building, Management, Leadership, HR Policies, HR Transformation, Shared Services, Career Development, Project Management, Process Improvement, Business Process..., People Management, People Development, HRIS
Education
Isenberg School of Management, UMass Amherst 2002 — 2005
PMBA, Business
Bryant University 1996 — 1999
BS, Finance
Kalie Whitehouse Kalie Whitehouse's Fidelity Investments Experience September 2014 - Present
Job User Experience Designer at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments September 2012 - September 2014
New England Patriots January 2012 - May 2012
Hint Water July 2011 - May 2012
Bryant University January 2010 - May 2012
Rhode Island PBS September 2010 - December 2010
At Your Service May 2010 - September 2010
Skills
Social Media, Facebook, Social Media Marketing, Event Planning, PowerPoint, Marketing, Social Networking, Market Research, Event Management, Microsoft Excel, Microsoft Office, Sports Marketing, Customer Service, Public Speaking, Microsoft Word, Public Relations, Sports, Marketing Communications, Sponsorship, Time Management
Education
Bryant University 2008 — 2012
Planned Bachelor of Science, Marketing
University of Sydney 2011 — 2011
Fidelity Investments September 2014 - Present
Fidelity Investments September 2012 - September 2014
New England Patriots January 2012 - May 2012
Hint Water July 2011 - May 2012
Bryant University January 2010 - May 2012
Rhode Island PBS September 2010 - December 2010
At Your Service May 2010 - September 2010
Skills
Social Media, Facebook, Social Media Marketing, Event Planning, PowerPoint, Marketing, Social Networking, Market Research, Event Management, Microsoft Excel, Microsoft Office, Sports Marketing, Customer Service, Public Speaking, Microsoft Word, Public Relations, Sports, Marketing Communications, Sponsorship, Time Management
Education
Bryant University 2008 — 2012
Planned Bachelor of Science, Marketing
University of Sydney 2011 — 2011
Jeff Simes Jeff Simes's Fidelity Investments Experience December 1995 - August 2004
Job Regional Vice President, CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions November 2013 - Present
MassMutual Financial Group January 2013 - October 2013
The Hartford March 2008 - December 2012
Principal Financial Group August 2004 - March 2008
Fidelity Investments December 1995 - August 2004
Putnam Investments November 1992 - December 1995
Skills
Retirement Plan..., Profit Sharing, Defined Contribution, ERISA, FINRA
Education
Bryant University 2003 — 2005
MBA
University of Massachusetts Boston 1989 — 1990
BA, Economics
University of Massachusetts, Amherst 1984 — 1988
BA, Economics
Acton Boxboro Regional High School 1980 — 1984
High School Diploma
CUNA Mutual Retirement Solutions November 2013 - Present
MassMutual Financial Group January 2013 - October 2013
The Hartford March 2008 - December 2012
Principal Financial Group August 2004 - March 2008
Fidelity Investments December 1995 - August 2004
Putnam Investments November 1992 - December 1995
Skills
Retirement Plan..., Profit Sharing, Defined Contribution, ERISA, FINRA
Education
Bryant University 2003 — 2005
MBA
University of Massachusetts Boston 1989 — 1990
BA, Economics
University of Massachusetts, Amherst 1984 — 1988
BA, Economics
Acton Boxboro Regional High School 1980 — 1984
High School Diploma
Jacob Howe's Fidelity Investments Experience November 2005 - December 2007
Job Consumer Services Professional
Industry Consumer Services
Experience
Deutsche Bank August 2010 - November 2011
Alliance Bernstein May 2008 - November 2008
Fidelity Investments November 2005 - December 2007
Skills
Customer Service, Finance, Financial Analysis, Microsoft Office, Management, Banking, PowerPoint, Operations Management, Retirement Planning, Time Management, Microsoft Word, Financial Services, Portfolio Management, Investments, Coaching, Inventory Management, Mutual Funds, Retail, Public Speaking, Program Management, Strategy, Analysis, Research
Education
Bryant University 2002 — 2005
Bachelor's degree, Business Administration and Management, General
Bryant University 2001 — 2005
Bachelor's degree, Business Administration and Management, General
Deutsche Bank August 2010 - November 2011
Alliance Bernstein May 2008 - November 2008
Fidelity Investments November 2005 - December 2007
Skills
Customer Service, Finance, Financial Analysis, Microsoft Office, Management, Banking, PowerPoint, Operations Management, Retirement Planning, Time Management, Microsoft Word, Financial Services, Portfolio Management, Investments, Coaching, Inventory Management, Mutual Funds, Retail, Public Speaking, Program Management, Strategy, Analysis, Research
Education
Bryant University 2002 — 2005
Bachelor's degree, Business Administration and Management, General
Bryant University 2001 — 2005
Bachelor's degree, Business Administration and Management, General
Jeffrey Sussman Jeffrey Sussman's Fidelity Investments Experience September 2015 - Present
Job Sales Representative at Weichert Realtors
Industry Real Estate
Experience
Fidelity Investments September 2015 - Present
Weichert Realtors May 2008 - September 2015
BlackRock June 2012 - September 2013
BlackRock May 2011 - June 2012
Weichert Realtors May 2010 - August 2011
Walgreens June 2009 - June 2010
Holiday Inn May 2007 - September 2007
Skills
Marketing, Marketing Strategy, Advertising, Business Planning, Sales, Management, Customer Satisfaction, Budgets, Sales Operations, Analysis, Real Estate, Sales Presentations, Leadership, Insurance, Selling, Customer Service, Microsoft Excel, Microsoft Office, Social Media
Education
Bryant University 2005 — 2009
Bachelor of Science in Business Administration, Marketing
The Hun School of Princeton 2001 — 2005
High School
Fidelity Investments September 2015 - Present
Weichert Realtors May 2008 - September 2015
BlackRock June 2012 - September 2013
BlackRock May 2011 - June 2012
Weichert Realtors May 2010 - August 2011
Walgreens June 2009 - June 2010
Holiday Inn May 2007 - September 2007
Skills
Marketing, Marketing Strategy, Advertising, Business Planning, Sales, Management, Customer Satisfaction, Budgets, Sales Operations, Analysis, Real Estate, Sales Presentations, Leadership, Insurance, Selling, Customer Service, Microsoft Excel, Microsoft Office, Social Media
Education
Bryant University 2005 — 2009
Bachelor of Science in Business Administration, Marketing
The Hun School of Princeton 2001 — 2005
High School
Jane Sawyer Collins Jane Sawyer Collins's Fidelity Investments Experience July 2000 - February 2001
Job Administrative Director at Karen J. Armstrong, DMD & Bethany K. Tant, DDS
Industry Hospital & Health Care
Experience
Marlene Drive Properties, LLC July 2009 - Present
Hammock Lane Apartments, LLC July 2005 - Present
Karen J. Armstrong, DMD & Bethany K. Tant, DDS April 2001 - Present
Dentrix Dental Systems March 2006 - October 2009
Fidelity Investments July 2000 - February 2001
Fidelity Investments January 1999 - July 2000
Sun Life Financial May 1998 - December 1999
Skills
Healthcare Management, Healthcare, Hospitals, Healthcare Information..., EMR, Nonprofits, HIPAA, Clinical Research, Event Planning, Nursing, EHR, Patient Safety, Management
Education
Bryant University 1999 — 2000
Finance
Community College of Rhode Island 1995 — 1997
Associate's Degree, Business Administration
Blackstone-Millville Jr. Sr. Highschool
Marlene Drive Properties, LLC July 2009 - Present
Hammock Lane Apartments, LLC July 2005 - Present
Karen J. Armstrong, DMD & Bethany K. Tant, DDS April 2001 - Present
Dentrix Dental Systems March 2006 - October 2009
Fidelity Investments July 2000 - February 2001
Fidelity Investments January 1999 - July 2000
Sun Life Financial May 1998 - December 1999
Skills
Healthcare Management, Healthcare, Hospitals, Healthcare Information..., EMR, Nonprofits, HIPAA, Clinical Research, Event Planning, Nursing, EHR, Patient Safety, Management
Education
Bryant University 1999 — 2000
Finance
Community College of Rhode Island 1995 — 1997
Associate's Degree, Business Administration
Blackstone-Millville Jr. Sr. Highschool
Kyle Creedon Kyle Creedon's Fidelity Investments Experience July 2014 - Present
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Bryant University February 2012 - May 2014
Fidelity Investments May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, FactSet, Capital IQ, Public Speaking, Writing, Security Analysis, Financial Analysis, Teamwork, Finance, Process Improvement
Education
Bryant University 2010 — 2014
Bachelor of Science (BS), Finance, 3.90
Fidelity Investments July 2014 - Present
Bryant University February 2012 - May 2014
Fidelity Investments May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, FactSet, Capital IQ, Public Speaking, Writing, Security Analysis, Financial Analysis, Teamwork, Finance, Process Improvement
Education
Bryant University 2010 — 2014
Bachelor of Science (BS), Finance, 3.90
Jillith Hitchcock's Fidelity Investments Experience August 2003 - Present
Job Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2003 - Present
Accenture 1995 - 2002
Skills
Develop non-existing...
Education
Bryant University
Financial Planner Certificate, CFP
Penn State University
Executive Leadership Program
Suffolk University
BSBA, Finance, cum laude
Fidelity Investments August 2003 - Present
Accenture 1995 - 2002
Skills
Develop non-existing...
Education
Bryant University
Financial Planner Certificate, CFP
Penn State University
Executive Leadership Program
Suffolk University
BSBA, Finance, cum laude
Katie Murray Katie Murray's Fidelity Investments Experience September 2012 - Present
Job Systems Analyst at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments July 2010 - September 2012
Boston Scientific October 2009 - July 2010
Boston Scientific January 2009 - October 2009
Big Fish Promotions, LLC February 2008 - December 2008
Childcare August 1998 - February 2008
Image Identity, LTD January 2006 - May 2006
Mary Kay Cosmetics March 2004 - March 2005
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Marketing, Event Planning, Social Media, Sales, Microsoft Word, Customer Service, Social Media Marketing, Project Management, Outlook, New Product..., Training, Business Communications, Access, Product Development, Advertising, Process Improvement
Education
Bryant University 2003 — 2008
Master of Business Administration, Marketing
Fidelity Investments September 2012 - Present
Fidelity Investments July 2010 - September 2012
Boston Scientific October 2009 - July 2010
Boston Scientific January 2009 - October 2009
Big Fish Promotions, LLC February 2008 - December 2008
Childcare August 1998 - February 2008
Image Identity, LTD January 2006 - May 2006
Mary Kay Cosmetics March 2004 - March 2005
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Marketing, Event Planning, Social Media, Sales, Microsoft Word, Customer Service, Social Media Marketing, Project Management, Outlook, New Product..., Training, Business Communications, Access, Product Development, Advertising, Process Improvement
Education
Bryant University 2003 — 2008
Master of Business Administration, Marketing
Katy Cabral Katy Cabral's Fidelity Investments Experience May 2013 - Present
Job Project Manager, CSM, CSPO at Fidelity Investments
Industry Investment Management
Experience
Community College of Rhode Island October 2014 - Present
Fidelity Investments May 2013 - Present
Fidelity Investments July 2011 - May 2013
Fidelity Investments March 2010 - July 2011
Citizens Bank August 2006 - March 2010
Citizens Bank January 2005 - August 2006
Citizens Bank May 2002 - January 2005
McDonald's April 1997 - May 2002
Skills
Access, Business Analysis, Requirements Analysis, Crystal Reports, Requirements Gathering, Business Process, Data Analysis, Systems Analysis, Visio, Certified Scrum Master...
Education
Community College of Rhode Island 2007 — 2010
Certificate, Computer Programming
Bryant University 2003 — 2005
MBA, Management
Rhode Island College 1998 — 2002
Bachelors, Marketing
Community College of Rhode Island October 2014 - Present
Fidelity Investments May 2013 - Present
Fidelity Investments July 2011 - May 2013
Fidelity Investments March 2010 - July 2011
Citizens Bank August 2006 - March 2010
Citizens Bank January 2005 - August 2006
Citizens Bank May 2002 - January 2005
McDonald's April 1997 - May 2002
Skills
Access, Business Analysis, Requirements Analysis, Crystal Reports, Requirements Gathering, Business Process, Data Analysis, Systems Analysis, Visio, Certified Scrum Master...
Education
Community College of Rhode Island 2007 — 2010
Certificate, Computer Programming
Bryant University 2003 — 2005
MBA, Management
Rhode Island College 1998 — 2002
Bachelors, Marketing
Kevin D. Clancy Jr., MBA, PMP Kevin D. Clancy Jr., MBA, PMP's Fidelity Investments Experience July 2007 - December 2013
Job Director, Global HR Programs
Industry Human Resources
Experience
inVentiv Health February 2014 - Present
Fidelity Investments July 2007 - December 2013
State Street Bank May 2006 - July 2007
Nautic Partners, LLC May 2004 - May 2006
Brown Brothers Harriman & Co. July 1998 - May 2004
Skills
Mutual Funds, Fixed Income, Securities, Equities, Vendor Management, Performance Consulting, Instructional Design, Project Management, Program Management, Data Analysis, Budgeting, Alternative Investments, Budgets, Risk Management, Business Analysis, Leadership, Training
Education
Bryant University 2004 — 2007
MBA
University of Massachusetts, Amherst 1994 — 1998
BS
Xaverian Brothers High School 1990 — 1993
HS
inVentiv Health February 2014 - Present
Fidelity Investments July 2007 - December 2013
State Street Bank May 2006 - July 2007
Nautic Partners, LLC May 2004 - May 2006
Brown Brothers Harriman & Co. July 1998 - May 2004
Skills
Mutual Funds, Fixed Income, Securities, Equities, Vendor Management, Performance Consulting, Instructional Design, Project Management, Program Management, Data Analysis, Budgeting, Alternative Investments, Budgets, Risk Management, Business Analysis, Leadership, Training
Education
Bryant University 2004 — 2007
MBA
University of Massachusetts, Amherst 1994 — 1998
BS
Xaverian Brothers High School 1990 — 1993
HS
James Lineberger's Fidelity Investments Experience May 2012 - May 2013
Job District Sales Manager at EMC
Industry Information Technology and Services
Experience
EMC May 2015 - Present
EMC January 2014 - May 2015
EMC June 2013 - January 2014
Fidelity Investments May 2012 - May 2013
Archway Investment Fund December 2011 - December 2012
Big East Conference September 2011 - March 2012
Skills
Teamwork, Sales, Finance, Financial Analysis, Investments, Leadership, Data Analysis, Business Development, Microsoft Excel, Financial Modeling, Marketing, Data Storage..., Virtualization, Data Backup Solutions, Data Recovery, Networking, PowerPoint, Microsoft Word, Management, Microsoft Office, Salesforce.com, Solution Selling
Education
Providence College
Master of Business Administration (M.B.A.)
Bryant University
Business Administration, Finance & Marketing Concentrations Psychology Minor, Cum Laude
EMC May 2015 - Present
EMC January 2014 - May 2015
EMC June 2013 - January 2014
Fidelity Investments May 2012 - May 2013
Archway Investment Fund December 2011 - December 2012
Big East Conference September 2011 - March 2012
Skills
Teamwork, Sales, Finance, Financial Analysis, Investments, Leadership, Data Analysis, Business Development, Microsoft Excel, Financial Modeling, Marketing, Data Storage..., Virtualization, Data Backup Solutions, Data Recovery, Networking, PowerPoint, Microsoft Word, Management, Microsoft Office, Salesforce.com, Solution Selling
Education
Providence College
Master of Business Administration (M.B.A.)
Bryant University
Business Administration, Finance & Marketing Concentrations Psychology Minor, Cum Laude
Justin Benevides, MBA Justin Benevides, MBA's Fidelity Investments Experience April 2012 - September 2013
Job Corporate Finance Analyst at TriMark USA
Industry Newspapers
Experience
TriMark USA October 2014 - Present
The Boston Globe October 2013 - October 2014
Fidelity Investments April 2012 - September 2013
Rhode Island State House August 2010 - April 2012
Edward Jones May 2009 - August 2010
UBS Wealth Management August 2007 - May 2009
Skills
Finance, Financial Analysis, Investments, Mutual Funds, Insurance, Financial Modeling, Microsoft Excel, Customer Service, Strategic Financial..., Microsoft Office, Business Analysis, Leadership, PowerPoint, Outlook, Data Analysis, Series 7, Essbase, Microsoft Word, Visio, Capital Budgeting, Budget Process, Windows 7, Performance Management, V Lookups, MS Excel Pivot Tables, Series 63, Tableau, Management, CRM, Budgets
Education
Salve Regina University 2009 — 2010
MBA, Business, 3.69 GPA
Bryant University 2004 — 2007
Finance, Minor in Legal Studies
TriMark USA October 2014 - Present
The Boston Globe October 2013 - October 2014
Fidelity Investments April 2012 - September 2013
Rhode Island State House August 2010 - April 2012
Edward Jones May 2009 - August 2010
UBS Wealth Management August 2007 - May 2009
Skills
Finance, Financial Analysis, Investments, Mutual Funds, Insurance, Financial Modeling, Microsoft Excel, Customer Service, Strategic Financial..., Microsoft Office, Business Analysis, Leadership, PowerPoint, Outlook, Data Analysis, Series 7, Essbase, Microsoft Word, Visio, Capital Budgeting, Budget Process, Windows 7, Performance Management, V Lookups, MS Excel Pivot Tables, Series 63, Tableau, Management, CRM, Budgets
Education
Salve Regina University 2009 — 2010
MBA, Business, 3.69 GPA
Bryant University 2004 — 2007
Finance, Minor in Legal Studies
Kevin O'Mara Kevin O'Mara's Fidelity Investments Experience June 2015 - Present
Job Senior Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments July 2014 - May 2015
Fidelity Investments April 2012 - July 2014
Skills
Mutual Funds, Series 7, Asset Management, Brokerage, Bloomberg, Equities, Investments, Business Analysis, Online Brokerage, Trading Software, Series 63
Education
Bryant College 1995 — 1999
Bachelor of Science (BS), Finance, General
St. Peter Marian 1991 — 1995
Fidelity Investments June 2015 - Present
Fidelity Investments July 2014 - May 2015
Fidelity Investments April 2012 - July 2014
Skills
Mutual Funds, Series 7, Asset Management, Brokerage, Bloomberg, Equities, Investments, Business Analysis, Online Brokerage, Trading Software, Series 63
Education
Bryant College 1995 — 1999
Bachelor of Science (BS), Finance, General
St. Peter Marian 1991 — 1995
Larry Selvin Larry Selvin's Fidelity Investments Experience January 1981 - December 1981
Job Staff Accountant at G&G Management
Industry Real Estate
Experience
G&G Management and Development February 2007 - Present
Chestnut Hill Realty January 2001 - February 2007
Elite Management December 1995 - 2001
Newton January 1995 - December 1995
Boston Realty Group January 1995 - December 1995
Greater Boston Properties May 1982 - February 1988
Fidelity Investments January 1981 - December 1981
Skills
Yardi Voyager, Accounting, Customer Service, Property Management, Accounts Receivable, Microsoft Office, Accounts Payable, Financial Analysis, Budgets
Education
Bryant College 1972 — 1976
BSBA, Finance & Math
Bryant College 1972 — 1976
BSBA, Finance, Math and Accounting
G&G Management and Development February 2007 - Present
Chestnut Hill Realty January 2001 - February 2007
Elite Management December 1995 - 2001
Newton January 1995 - December 1995
Boston Realty Group January 1995 - December 1995
Greater Boston Properties May 1982 - February 1988
Fidelity Investments January 1981 - December 1981
Skills
Yardi Voyager, Accounting, Customer Service, Property Management, Accounts Receivable, Microsoft Office, Accounts Payable, Financial Analysis, Budgets
Education
Bryant College 1972 — 1976
BSBA, Finance & Math
Bryant College 1972 — 1976
BSBA, Finance, Math and Accounting
jim stone jim stone's Fidelity Investments Experience August 1997 - July 2007
Job Principal Software Engineer at EMC
Industry Information Services
Experience
EMC March 2015 - Present
Eliassen at Fidelity Investments October 2014 - March 2015
EMC October 2011 - October 2014
Fidelity Investments - Veritude May 2011 - October 2011
EMC February 2010 - May 2011
PNC Global Investment Servicing April 2008 - February 2010
Amica July 2007 - April 2008
Fidelity Investments August 1997 - July 2007
CVS Pharmacy April 1995 - August 1997
Allmerica Financial November 1993 - April 1995
Skills
Spring, Java Enterprise Edition, Agile Methodologies, Java, Scrum, Web Services, SDLC, Oracle, Tomcat, Servlets, Web Applications, EJB, Websphere, Enterprise Architecture, REST, JMS, Spring Framework, Software Engineering, Software Development, Spring Batch, Linux, PL/SQL, Spring Integration, Objective-C, J2EE, JBOSS 7, EJB 3.1, Bash, Voice Response Unit, VRU, Spring Boot, RabbitMQ
Education
Bryant University 1982 — 1986
Bachelor of Science, Computer Information Systems
Blackstone-Millville Regional High School 1972 — 1982
EMC March 2015 - Present
Eliassen at Fidelity Investments October 2014 - March 2015
EMC October 2011 - October 2014
Fidelity Investments - Veritude May 2011 - October 2011
EMC February 2010 - May 2011
PNC Global Investment Servicing April 2008 - February 2010
Amica July 2007 - April 2008
Fidelity Investments August 1997 - July 2007
CVS Pharmacy April 1995 - August 1997
Allmerica Financial November 1993 - April 1995
Skills
Spring, Java Enterprise Edition, Agile Methodologies, Java, Scrum, Web Services, SDLC, Oracle, Tomcat, Servlets, Web Applications, EJB, Websphere, Enterprise Architecture, REST, JMS, Spring Framework, Software Engineering, Software Development, Spring Batch, Linux, PL/SQL, Spring Integration, Objective-C, J2EE, JBOSS 7, EJB 3.1, Bash, Voice Response Unit, VRU, Spring Boot, RabbitMQ
Education
Bryant University 1982 — 1986
Bachelor of Science, Computer Information Systems
Blackstone-Millville Regional High School 1972 — 1982
Jeff Daigle's Fidelity Investments Experience March 2015 - Present
Job Director of Project Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments June 2011 - Present
Fidelity Investments March 2008 - June 2011
Fidelity Investments July 2003 - March 2008
Fidelity Investments July 2000 - July 2003
Fidelity Investments September 1998 - July 2000
Fidelity Investments December 1996 - September 1998
Putnam Investments September 1995 - December 1996
Skills
ITIL Certified, Project Management, Resource Management, Release Management, SDLC, Vendor Management, Integration, Software Project..., Software Development, Requirements Gathering, PMP, Enterprise Architecture, Business Analysis, IT Strategy, Solution Architecture, Project Portfolio..., SharePoint, Data Warehousing, PMO, IT Management, Enterprise Software
Education
Bryant University 1991 — 1995
Bachelor of Science, Finance
Fidelity Investments March 2015 - Present
Fidelity Investments June 2011 - Present
Fidelity Investments March 2008 - June 2011
Fidelity Investments July 2003 - March 2008
Fidelity Investments July 2000 - July 2003
Fidelity Investments September 1998 - July 2000
Fidelity Investments December 1996 - September 1998
Putnam Investments September 1995 - December 1996
Skills
ITIL Certified, Project Management, Resource Management, Release Management, SDLC, Vendor Management, Integration, Software Project..., Software Development, Requirements Gathering, PMP, Enterprise Architecture, Business Analysis, IT Strategy, Solution Architecture, Project Portfolio..., SharePoint, Data Warehousing, PMO, IT Management, Enterprise Software
Education
Bryant University 1991 — 1995
Bachelor of Science, Finance
Kristen Kiley Kristen Kiley's Fidelity Investments Experience July 2010 - September 2011
Job Account Executive at Yieldbot
Industry Marketing and Advertising
Experience
Yieldbot September 2014 - Present
WordStream May 2014 - September 2014
WordStream December 2012 - May 2014
AOL August 2011 - December 2012
Fidelity Investments July 2010 - September 2011
Fidelity Investments 2009 - 2010
Northeast Gas Association 2006 - 2009
Skills
Cold Calling, Digital Media, Salesforce.com, Digital Advertising, Series 7, Series 63, Investments, Online Advertising, Sales, Sales Operations, Sales Management, Account Management, Management, Marketing, Online Marketing, Lead Generation, Google Adwords, Email Marketing, Advertising
Education
Bryant University 2006 — 2010
Business Administration, Marketing, French Language/Psychology
Yieldbot September 2014 - Present
WordStream May 2014 - September 2014
WordStream December 2012 - May 2014
AOL August 2011 - December 2012
Fidelity Investments July 2010 - September 2011
Fidelity Investments 2009 - 2010
Northeast Gas Association 2006 - 2009
Skills
Cold Calling, Digital Media, Salesforce.com, Digital Advertising, Series 7, Series 63, Investments, Online Advertising, Sales, Sales Operations, Sales Management, Account Management, Management, Marketing, Online Marketing, Lead Generation, Google Adwords, Email Marketing, Advertising
Education
Bryant University 2006 — 2010
Business Administration, Marketing, French Language/Psychology
Jill Spatola Jill Spatola's Fidelity Investments Experience January 1999 - March 2008
Job First Vice President Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2008 - Present
Fidelity Investments January 1999 - March 2008
Skills
Retirement Income..., Corporate Retirement..., 401k, Wealth Management, Portfolio Management, Pensions, Retirement, Mutual Funds, Strategy, Finance, Management, Retirement Planning, Small Business, Financial Services
Education
Bryant University 2006 — 2008
Financial Planning Program, Financial Planning and Services
University of Massachusetts Dartmouth 1992 — 1996
BS, Marketing Major
Merrill Lynch 2008 - Present
Fidelity Investments January 1999 - March 2008
Skills
Retirement Income..., Corporate Retirement..., 401k, Wealth Management, Portfolio Management, Pensions, Retirement, Mutual Funds, Strategy, Finance, Management, Retirement Planning, Small Business, Financial Services
Education
Bryant University 2006 — 2008
Financial Planning Program, Financial Planning and Services
University of Massachusetts Dartmouth 1992 — 1996
BS, Marketing Major
Ken Marrocco Ken Marrocco's Fidelity Investments Experience September 2007 - February 2008
Job IT Governance Manager at CVS
Industry Information Technology and Services
Experience
CVS June 2012 - Present
Cigna June 2010 - June 2012
ACS / The Hospital of Central Connecticut December 2008 - June 2010
Clinical Laboratory Partners March 2008 - December 2008
Fidelity Investments September 2007 - February 2008
Perot Systems November 2006 - August 2007
Blue Cross Blue Shield RI November 2004 - October 2006
Neighborhood Health Plan of RI 1998 - 2004
Skills
Process Improvement, SDLC, Integration, Project Management, Management
Education
Bryant University 1990 — 1993
CVS June 2012 - Present
Cigna June 2010 - June 2012
ACS / The Hospital of Central Connecticut December 2008 - June 2010
Clinical Laboratory Partners March 2008 - December 2008
Fidelity Investments September 2007 - February 2008
Perot Systems November 2006 - August 2007
Blue Cross Blue Shield RI November 2004 - October 2006
Neighborhood Health Plan of RI 1998 - 2004
Skills
Process Improvement, SDLC, Integration, Project Management, Management
Education
Bryant University 1990 — 1993
Johnna Gonzalez Johnna Gonzalez's Fidelity Investments Experience October 2013 - Present
Job Performance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments February 2012 - October 2013
Fidelity Investments December 2009 - February 2012
Morgan Stanley Smith Barney September 2008 - December 2009
Fidelity Investments March 2006 - September 2008
Skills
Series 7, Series 66, Insurance, Mutual Funds, Wealth Management, Uniform Combined State..., Asset Allocation, Retirement, Retirement Planning, 401k
Education
Bryant University 2001 — 2005
BA, Marketing
Fidelity Investments October 2013 - Present
Fidelity Investments February 2012 - October 2013
Fidelity Investments December 2009 - February 2012
Morgan Stanley Smith Barney September 2008 - December 2009
Fidelity Investments March 2006 - September 2008
Skills
Series 7, Series 66, Insurance, Mutual Funds, Wealth Management, Uniform Combined State..., Asset Allocation, Retirement, Retirement Planning, 401k
Education
Bryant University 2001 — 2005
BA, Marketing
Jennifer Parkhurst Jennifer Parkhurst's Fidelity Investments Experience December 2000 - Present
Job Regional HR Manager at Fidelity Investments and Immediate Past President, Bryant University Alumni Association
Industry Human Resources
Experience
Fidelity Investments December 2000 - Present
FleetBoston Financial January 1997 - December 2000
Saybrook Point Inn and Spa January 1995 - December 2000
Skills
Applicant Tracking..., Talent Acquisition, College Recruiting, Recruiting, Employee Relations, Sourcing, Human Resources, HR Consulting, Onboarding, Talent Management, Succession Planning, Employee Benefits, Performance Management, Employee Engagement, PeopleSoft, Organizational..., Career Development, Cold Calling
Education
Bryant University 2002 — 2006
MBA, Management
Bryant University 1993 — 1997
BSBA, Management
Fidelity Investments December 2000 - Present
FleetBoston Financial January 1997 - December 2000
Saybrook Point Inn and Spa January 1995 - December 2000
Skills
Applicant Tracking..., Talent Acquisition, College Recruiting, Recruiting, Employee Relations, Sourcing, Human Resources, HR Consulting, Onboarding, Talent Management, Succession Planning, Employee Benefits, Performance Management, Employee Engagement, PeopleSoft, Organizational..., Career Development, Cold Calling
Education
Bryant University 2002 — 2006
MBA, Management
Bryant University 1993 — 1997
BSBA, Management
Jared Cullivan Jared Cullivan's Fidelity Investments Experience June 2014 - Present
Job Internal Sales Consultant at Beaumont Capital Management (BCM)
Industry
Experience
Beaumont Capital Management (BCM) January 2015 - Present
Fidelity Investments June 2014 - Present
Bryant University September 2011 - Present
Skills
PowerPoint, Microsoft Excel, Public Speaking, Teamwork, Microsoft Word, Microsoft Office, Facebook, Social Networking, Leadership, Time Management, Customer Service
Education
Bryant University 2011 — 2015
Beaumont Capital Management (BCM) January 2015 - Present
Fidelity Investments June 2014 - Present
Bryant University September 2011 - Present
Skills
PowerPoint, Microsoft Excel, Public Speaking, Teamwork, Microsoft Word, Microsoft Office, Facebook, Social Networking, Leadership, Time Management, Customer Service
Education
Bryant University 2011 — 2015
Katrien VanWagenen Katrien VanWagenen's Fidelity Investments Experience December 2013 - April 2014
Job Staff Accountant at O'Connor & Drew, P.C.
Industry Accounting
Experience
O'Connor & Drew, P.C. September 2015 - Present
Care.com September 2012 - Present
Bryant University September 2012 - May 2015
O'Connor & Drew, P.C. May 2014 - August 2014
Fidelity Investments December 2013 - April 2014
Nobles Day Camp June 2011 - August 2013
Westwood Children's School August 2009 - January 2012
Skills
Accounting, Childcare, Microsoft Excel, Microsoft Office, Spreadsheets, PowerPoint, Public Speaking, Teaching, Organization, Group Work, Teamwork, Financial Accounting, Internal Audit, Journal Entries, General Ledger, Leadership, Child Development, Access, Microsoft Word
Education
Bryant University 2011 — 2015
Bachelor’s Degree
Westwood High School 2007 — 2011
High School
O'Connor & Drew, P.C. September 2015 - Present
Care.com September 2012 - Present
Bryant University September 2012 - May 2015
O'Connor & Drew, P.C. May 2014 - August 2014
Fidelity Investments December 2013 - April 2014
Nobles Day Camp June 2011 - August 2013
Westwood Children's School August 2009 - January 2012
Skills
Accounting, Childcare, Microsoft Excel, Microsoft Office, Spreadsheets, PowerPoint, Public Speaking, Teaching, Organization, Group Work, Teamwork, Financial Accounting, Internal Audit, Journal Entries, General Ledger, Leadership, Child Development, Access, Microsoft Word
Education
Bryant University 2011 — 2015
Bachelor’s Degree
Westwood High School 2007 — 2011
High School
Kaitlyn Sawyer's Fidelity Investments Experience September 2013 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Morgan Stanley Smith Barney 2009 - September 2013
Bryant University 2008 - 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, Time Management, Social Media, Market Research, Public Speaking, Social Networking, Teamwork, Customer Service, Leadership
Education
Bryant University 2012 — 2013
Master of Business Administration (M.B.A.)
Bryant University 2008 — 2012
Bachelor of Science (B.S.), Finance and Marketing
Lasalle Academy 2004 — 2008
Fidelity Investments September 2013 - Present
Morgan Stanley Smith Barney 2009 - September 2013
Bryant University 2008 - 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, Time Management, Social Media, Market Research, Public Speaking, Social Networking, Teamwork, Customer Service, Leadership
Education
Bryant University 2012 — 2013
Master of Business Administration (M.B.A.)
Bryant University 2008 — 2012
Bachelor of Science (B.S.), Finance and Marketing
Lasalle Academy 2004 — 2008
Jennifer Malin Jennifer Malin's Fidelity Investments Experience January 2005 - December 2013
Job Owner at Lawn Doctor Franklin Grafton
Industry Consumer Services
Experience
Lawn Doctor Franklin Grafton July 2014 - Present
Bose Corporation September 2013 - November 2014
Fidelity Investments January 2005 - December 2013
Skills
Budgets, Training, Team Building, Customer Service, Account Management, Sales, Leadership, Marketing Strategy, New Business Development, Management, Marketing, Strategic Planning, Sales Management
Education
Suffolk University 1998 — 2001
Master's Degree, Marketing
Bryant University 1990 — 1994
Bachelor's Degree, Accounting
Lawn Doctor Franklin Grafton July 2014 - Present
Bose Corporation September 2013 - November 2014
Fidelity Investments January 2005 - December 2013
Skills
Budgets, Training, Team Building, Customer Service, Account Management, Sales, Leadership, Marketing Strategy, New Business Development, Management, Marketing, Strategic Planning, Sales Management
Education
Suffolk University 1998 — 2001
Master's Degree, Marketing
Bryant University 1990 — 1994
Bachelor's Degree, Accounting
Kathleen Paquette's Fidelity Investments Experience September 1995 - January 1996
Job NJ Department of Education
Industry Education Management
Experience
NJ Department of Education, Office of Career Readiness April 2015 - Present
Willingboro Public Schools September 2013 - April 2015
Willingboro Public Schools October 2012 - April 2015
Moorestown Township Public Schools September 2010 - October 2012
Fidelity Investments September 1995 - January 1996
Fidelity Investments October 1993 - September 1995
Skills
Education, Business Education, Special Education, Adult Education, Training & Development, Business Communications, Accounting, Planning, Teamwork, Customer Service, Fundraising, Insurance, Mentoring, Graphic Design, Microsoft Office, PowerPoint, Access, Photoshop, Apple, Event Planning, Employee Training, Nonprofits, Data Entry, Teaching, Leadership, Project Planning, Classroom, Instructional Design, Analysis, Team Building, Training, Staff Development
Education
Winthrop University 1998 — 2000
Master of Arts (MA), Teaching - Business/Marketing Education
Bryant College 1988 — 1992
Bachelor of Science in Business Administration, Finance
NJ Department of Education, Office of Career Readiness April 2015 - Present
Willingboro Public Schools September 2013 - April 2015
Willingboro Public Schools October 2012 - April 2015
Moorestown Township Public Schools September 2010 - October 2012
Fidelity Investments September 1995 - January 1996
Fidelity Investments October 1993 - September 1995
Skills
Education, Business Education, Special Education, Adult Education, Training & Development, Business Communications, Accounting, Planning, Teamwork, Customer Service, Fundraising, Insurance, Mentoring, Graphic Design, Microsoft Office, PowerPoint, Access, Photoshop, Apple, Event Planning, Employee Training, Nonprofits, Data Entry, Teaching, Leadership, Project Planning, Classroom, Instructional Design, Analysis, Team Building, Training, Staff Development
Education
Winthrop University 1998 — 2000
Master of Arts (MA), Teaching - Business/Marketing Education
Bryant College 1988 — 1992
Bachelor of Science in Business Administration, Finance
Karra Lee Paquette Karra Lee Paquette's Fidelity Investments Experience April 2004 - May 2005
Job Executive Business Coordinator at Community Health Alliance
Industry Health, Wellness and Fitness
Experience
Community Health Alliance June 2014 - Present
Citizens Bank September 2013 - June 2014
Citizens Bank October 2012 - August 2013
Gurnet Consulting August 2010 - February 2012
GURNET CONSULTING, LLC August 2010 - February 2012
Blue Cross & Blue Shield RI May 2005 - February 2011
Blue Cross & Blue Shield of RI May 2005 - July 2010
Fidelity Investments April 2004 - May 2005
Fidelity Investments 1998 - 2005
Fidelity Investments Institutional Services January 2002 - April 2004
Skills
Vendor Management, Project Management, Sales Operations, Visio, Training, Software Documentation, Human Resources, Onboarding, Process Improvement, Recruiting, Program Management, Lotus Notes, Employee Benefits, New Business Development, Team Building, Policy, Administrative..., Payroll
Education
Bryant University 2014 — 2014
Certificate, Project Management, A
Providence College 2005 — 2009
Bachelor of Science, Business Administration
Massachusetts Bay Community College
Associate of Science, Court & Conference Reporting
Community Health Alliance June 2014 - Present
Citizens Bank September 2013 - June 2014
Citizens Bank October 2012 - August 2013
Gurnet Consulting August 2010 - February 2012
GURNET CONSULTING, LLC August 2010 - February 2012
Blue Cross & Blue Shield RI May 2005 - February 2011
Blue Cross & Blue Shield of RI May 2005 - July 2010
Fidelity Investments April 2004 - May 2005
Fidelity Investments 1998 - 2005
Fidelity Investments Institutional Services January 2002 - April 2004
Skills
Vendor Management, Project Management, Sales Operations, Visio, Training, Software Documentation, Human Resources, Onboarding, Process Improvement, Recruiting, Program Management, Lotus Notes, Employee Benefits, New Business Development, Team Building, Policy, Administrative..., Payroll
Education
Bryant University 2014 — 2014
Certificate, Project Management, A
Providence College 2005 — 2009
Bachelor of Science, Business Administration
Massachusetts Bay Community College
Associate of Science, Court & Conference Reporting
Keith Walonis Keith Walonis's Fidelity Investments Experience July 2001 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2001 - Present
Putnam Investments February 1994 - July 2001
Skills
Mutual Funds, Financial Services, Relationship Management, Business Intelligence, Employee Benefits, Investments, Management, Outsourcing, Quality Assurance, Retirement, Strategic Planning, Defined Benefit, 401k
Education
Bryant University 1990 — 1994
Bachelor of Science degree, Business Management
Fidelity Investments July 2001 - Present
Putnam Investments February 1994 - July 2001
Skills
Mutual Funds, Financial Services, Relationship Management, Business Intelligence, Employee Benefits, Investments, Management, Outsourcing, Quality Assurance, Retirement, Strategic Planning, Defined Benefit, 401k
Education
Bryant University 1990 — 1994
Bachelor of Science degree, Business Management
Kevin Cousineau's Fidelity Investments Experience May 2014 - May 2015
Job Associate II at State Street
Industry Investment Banking
Experience
State Street May 2015 - Present
Fidelity Investments May 2014 - May 2015
Bryant University Archway Investment Fund May 2014 - January 2015
Bryant University Archway Investment Fund January 2014 - May 2014
Fidelity Investments June 2013 - August 2013
The Kraft Group-CBS Scene Restaurant and Bar January 2013 - April 2013
Fidelity Investments June 2012 - September 2012
The Kraft Group September 2009 - January 2012
EMC April 2011 - May 2011
Skills
Security Analysis, Financial Statement..., Equities, Portfolio Management, Fixed Income, Business Valuation, Time Management, Finance, Financial Analysis, Microsoft Excel, Access, Microsoft Word, PowerPoint, Microsoft Office, Data Analysis, Customer Service, Investments, Presenter, Networking, Teamwork, Financial Modeling, Analysis, Outlook, Accounting, Leadership, Financial Reporting, Equity Valuation, Mutual Funds, FactSet, Salesforce, Trade Compliance, Relationship Management, Asset Management, Asset Allocation
Education
Bryant University 2012 — 2015
Bachelor of Science in Business Administration (BSBA), Finance, GPA 3.4/4.0
Roger Williams University 2011 — 2012
BS, Finance, General
State Street May 2015 - Present
Fidelity Investments May 2014 - May 2015
Bryant University Archway Investment Fund May 2014 - January 2015
Bryant University Archway Investment Fund January 2014 - May 2014
Fidelity Investments June 2013 - August 2013
The Kraft Group-CBS Scene Restaurant and Bar January 2013 - April 2013
Fidelity Investments June 2012 - September 2012
The Kraft Group September 2009 - January 2012
EMC April 2011 - May 2011
Skills
Security Analysis, Financial Statement..., Equities, Portfolio Management, Fixed Income, Business Valuation, Time Management, Finance, Financial Analysis, Microsoft Excel, Access, Microsoft Word, PowerPoint, Microsoft Office, Data Analysis, Customer Service, Investments, Presenter, Networking, Teamwork, Financial Modeling, Analysis, Outlook, Accounting, Leadership, Financial Reporting, Equity Valuation, Mutual Funds, FactSet, Salesforce, Trade Compliance, Relationship Management, Asset Management, Asset Allocation
Education
Bryant University 2012 — 2015
Bachelor of Science in Business Administration (BSBA), Finance, GPA 3.4/4.0
Roger Williams University 2011 — 2012
BS, Finance, General
Keith Sanuth Keith Sanuth's Fidelity Investments Experience July 2014 - Present
Job Vice President / Service Delivery Leader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments February 2007 - July 2014
Fidelity Investments April 2000 - March 2007
State Street Bank 1996 - 2000
Education
Bryant University 2001 — 2005
MBA
Providence College 1992 — 1996
B.A., Finance, Accounting
Fidelity Investments July 2014 - Present
Fidelity Investments February 2007 - July 2014
Fidelity Investments April 2000 - March 2007
State Street Bank 1996 - 2000
Education
Bryant University 2001 — 2005
MBA
Providence College 1992 — 1996
B.A., Finance, Accounting
Jeff Backstrom Jeff Backstrom's Fidelity Investments Experience 2006 - 2008
Job Business Data Analyst at Mediant Communications
Industry Financial Services
Experience
Mediant Communications October 2008 - Present
Fidelity Investments 2006 - 2008
Skills
SQL, Business Analysis, Process Improvement, Financial Analysis, Data Analysis, Microsoft Excel, Finance, Analysis, Project Management, Risk Management, Banking, Forecasting, Leadership
Education
Bryant College 1998 — 2002
Bachelor's, Finance
Mediant Communications October 2008 - Present
Fidelity Investments 2006 - 2008
Skills
SQL, Business Analysis, Process Improvement, Financial Analysis, Data Analysis, Microsoft Excel, Finance, Analysis, Project Management, Risk Management, Banking, Forecasting, Leadership
Education
Bryant College 1998 — 2002
Bachelor's, Finance
Jason LeVasseur Jason LeVasseur's Fidelity Investments Experience June 1997 - April 1998
Job Southeast Regional Sales Manager at Secure Care Products, LLC
Industry Medical Devices
Experience
Secure Care Products, LLC September 2014 - Present
Ancillary Advantage, Inc. April 2013 - August 2014
Bledsoe Brace and Viscent subsidiaries of United Orthopedic Group January 2009 - March 2013
Orthofix Spine/Blackstone Medical an Orthofix Company May 2008 - December 2008
BREG an Orthofix Company June 2006 - May 2008
BREG an Orthofix Company June 2005 - June 2006
OrthoPro, Inc June 2004 - June 2005
OrthoPro April 1998 - May 2004
Fidelity Investments June 1997 - April 1998
Skills
Medical Devices, Orthopedic, New Business Development, Market Development, Marketing Strategy, Surgeons, Operating Room, Sales, Product Development, Sales Management, Sales Operations, Disposables, Leadership, Strategy, Spine, Orthopedics
Education
Bryant University
Bachelor of Science, Business Administration; Finance
Secure Care Products, LLC September 2014 - Present
Ancillary Advantage, Inc. April 2013 - August 2014
Bledsoe Brace and Viscent subsidiaries of United Orthopedic Group January 2009 - March 2013
Orthofix Spine/Blackstone Medical an Orthofix Company May 2008 - December 2008
BREG an Orthofix Company June 2006 - May 2008
BREG an Orthofix Company June 2005 - June 2006
OrthoPro, Inc June 2004 - June 2005
OrthoPro April 1998 - May 2004
Fidelity Investments June 1997 - April 1998
Skills
Medical Devices, Orthopedic, New Business Development, Market Development, Marketing Strategy, Surgeons, Operating Room, Sales, Product Development, Sales Management, Sales Operations, Disposables, Leadership, Strategy, Spine, Orthopedics
Education
Bryant University
Bachelor of Science, Business Administration; Finance
Jonathan Sheehan's Fidelity Investments Experience April 2015 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments May 2014 - April 2015
Fidelity Investments April 2013 - May 2014
Boston Partners Financial Group, LLC July 2012 - March 2013
Neil A. Price and Company May 2011 - January 2012
Skills
Life Insurance, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Series 7, Bloomberg, Valuation, Microsoft Excel, Portfolio Management, Finance, Asset Allocation, Microsoft Word, Customer Service, PowerPoint
Education
Bryant University 2008 — 2012
Bachelor of Science in Business Administration, Finance
St. John's Preparatory School 2004 — 2008
High School
Fidelity Investments April 2015 - Present
Fidelity Investments May 2014 - April 2015
Fidelity Investments April 2013 - May 2014
Boston Partners Financial Group, LLC July 2012 - March 2013
Neil A. Price and Company May 2011 - January 2012
Skills
Life Insurance, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Series 7, Bloomberg, Valuation, Microsoft Excel, Portfolio Management, Finance, Asset Allocation, Microsoft Word, Customer Service, PowerPoint
Education
Bryant University 2008 — 2012
Bachelor of Science in Business Administration, Finance
St. John's Preparatory School 2004 — 2008
High School
Kathleen Gillis , MS Computer Information Systems Kathleen Gillis , MS Computer Information Systems's Fidelity Investments Experience July 2000 - August 2002
Job
Industry Information Technology and Services
Experience
State Street December 2011 - December 2013
State Street April 2008 - January 2012
State Street December 2005 - April 2008
Financial Services Regulatory Projects August 2002 - December 2005
Fidelity Investments July 2000 - August 2002
BNY Mellon March 1994 - July 2000
Ross Systems August 1988 - March 1994
RDS Systems Group June 1981 - August 1988
Education
Northeastern University 1988 — 1990
Masters of Science in Engineering of Information Systems, Computer Information Systems, 3.5
Massachusetts Institute of Technology - Sloan School of Management 1998 — 1999
Post Masters Certificate, Technical Financial Management
Bryant University 2001 — 2002
Graduate Certificate, Project Management
Northeastern University 1984 — 1985
Professional Certificate, Systems Analysis
State Street December 2011 - December 2013
State Street April 2008 - January 2012
State Street December 2005 - April 2008
Financial Services Regulatory Projects August 2002 - December 2005
Fidelity Investments July 2000 - August 2002
BNY Mellon March 1994 - July 2000
Ross Systems August 1988 - March 1994
RDS Systems Group June 1981 - August 1988
Education
Northeastern University 1988 — 1990
Masters of Science in Engineering of Information Systems, Computer Information Systems, 3.5
Massachusetts Institute of Technology - Sloan School of Management 1998 — 1999
Post Masters Certificate, Technical Financial Management
Bryant University 2001 — 2002
Graduate Certificate, Project Management
Northeastern University 1984 — 1985
Professional Certificate, Systems Analysis
Kathryn Woo Vincent Kathryn Woo Vincent's Fidelity Investments Experience February 2005 - June 2006
Job Demand Planner at FGX International & Certified Instructor at RI Pilates Studio
Industry Retail
Experience
RI Pilates Studio November 2011 - Present
FGX International April 2010 - Present
SynQor February 2009 - March 2010
NC3 September 2007 - November 2008
Teach Overseas - ESEC July 2006 - June 2007
Fidelity Investments February 2005 - June 2006
Skills
Forecasting, Customer Service, Supply Chain, Training, Business Development, Account Management, Inventory Management, Competitive Analysis, Process Improvement, Analysis, Data Analysis, Event Planning
Education
Bryant University 2002 — 2006
Bachelor, Business Management
RI Pilates Studio November 2011 - Present
FGX International April 2010 - Present
SynQor February 2009 - March 2010
NC3 September 2007 - November 2008
Teach Overseas - ESEC July 2006 - June 2007
Fidelity Investments February 2005 - June 2006
Skills
Forecasting, Customer Service, Supply Chain, Training, Business Development, Account Management, Inventory Management, Competitive Analysis, Process Improvement, Analysis, Data Analysis, Event Planning
Education
Bryant University 2002 — 2006
Bachelor, Business Management
James A Valis MBA, CFP® James A Valis MBA, CFP®'s Fidelity Investments Experience 2008 - March 2013
Job Owner & Founding Partner at Blackstone Valley Wealth Management, LLC.
Industry Investment Management
Experience
Blackstone Valley Wealth Management, LLC. March 2013 - Present
Fidelity Investments 2008 - March 2013
Fidelity Investments October 2005 - October 2008
Edward Jones October 2002 - October 2005
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Series 63, Mutual Funds, Estate Planning, Series 7, Series 65, Portfolio Management, Certified Financial..., Investment Advisory, Finance, Pensions, Asset Allocation, High Net Worth..., Financial Advisory, IRAs, ETFs, Bonds, Financial Planners, Fixed Annuities, Asset Management, Personal Financial..., Investment Strategies, 401k, Wealth Management..., 401k Rollovers, Tax, Real Estate, Alternative Investments, Retirement Plan..., College Savings Plans, Social Security Law, Stocks, CDS, Cash Management, Fixed Income, Annuities, Options, Insurance Planning, Term Life Insurance, Long Term Care, MBA Finance, Financial Planning, Investments
Education
College of Financial Planning 2006 — 2008
CERTIFIED FINANCIAL PLANNER™, Financial Planning and Services
Bryant University 2005 — 2007
Financial Planning Certificate Program, Financial Planning Executive Development Center
College of Financial Planning 2003 — 2005
Accredited Asset Management Specialist - AAMS, Financial Planning and Services
Bryant University 2000 — 2002
Master of Business Administration (MBA), Finance and Financial Management Services
Worcester Polytechnic Institute 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Blackstone Valley Wealth Management, LLC. March 2013 - Present
Fidelity Investments 2008 - March 2013
Fidelity Investments October 2005 - October 2008
Edward Jones October 2002 - October 2005
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Series 63, Mutual Funds, Estate Planning, Series 7, Series 65, Portfolio Management, Certified Financial..., Investment Advisory, Finance, Pensions, Asset Allocation, High Net Worth..., Financial Advisory, IRAs, ETFs, Bonds, Financial Planners, Fixed Annuities, Asset Management, Personal Financial..., Investment Strategies, 401k, Wealth Management..., 401k Rollovers, Tax, Real Estate, Alternative Investments, Retirement Plan..., College Savings Plans, Social Security Law, Stocks, CDS, Cash Management, Fixed Income, Annuities, Options, Insurance Planning, Term Life Insurance, Long Term Care, MBA Finance, Financial Planning, Investments
Education
College of Financial Planning 2006 — 2008
CERTIFIED FINANCIAL PLANNER™, Financial Planning and Services
Bryant University 2005 — 2007
Financial Planning Certificate Program, Financial Planning Executive Development Center
College of Financial Planning 2003 — 2005
Accredited Asset Management Specialist - AAMS, Financial Planning and Services
Bryant University 2000 — 2002
Master of Business Administration (MBA), Finance and Financial Management Services
Worcester Polytechnic Institute 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Jennifer Horowitz Jennifer Horowitz's Fidelity Investments Experience Finance InternChubbJune 2011 - August 2011
Job Student at Bryant University
Industry Accounting
Experience
Fidelity Investments Finance InternChubbJune 2011 - August 2011
PNC May 2010 - September 2010
Skills
Writing Skills, Organizing
Education
Bryant University 2008 — 2012
BS, Accounting
Fidelity Investments Finance InternChubbJune 2011 - August 2011
PNC May 2010 - September 2010
Skills
Writing Skills, Organizing
Education
Bryant University 2008 — 2012
BS, Accounting
Jeff Doyle's Fidelity Investments Experience September 2014 - Present
Job Investments Operations Foreign Markets Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments January 2013 - Present
Fidelity Investments July 2011 - January 2013
Northwestern Mutual June 2010 - September 2010
Skills
Leadership, Series 7, Financial Services, Series 63, Insurance
Education
Bryant University 2007 — 2011
Bachelor of Science, Business Administration; Financial Services, 3.54
Fidelity Investments September 2014 - Present
Fidelity Investments January 2013 - Present
Fidelity Investments July 2011 - January 2013
Northwestern Mutual June 2010 - September 2010
Skills
Leadership, Series 7, Financial Services, Series 63, Insurance
Education
Bryant University 2007 — 2011
Bachelor of Science, Business Administration; Financial Services, 3.54
Jonathan Moreau Jonathan Moreau's Fidelity Investments Experience June 2011 - Present
Job Fund Accountant
Industry Accounting
Experience
Fidelity Investments June 2011 - Present
Bryant University January 2008 - May 2011
Citizens Bank May 2010 - August 2010
The Holistic Self Care Center July 2006 - April 2007
Education
Bryant University 2007 — 2011
Degree: Business Administration, Accounting
Fidelity Investments June 2011 - Present
Bryant University January 2008 - May 2011
Citizens Bank May 2010 - August 2010
The Holistic Self Care Center July 2006 - April 2007
Education
Bryant University 2007 — 2011
Degree: Business Administration, Accounting
Kristopher DaRosa Kristopher DaRosa's Fidelity Investments Experience August 2014 - Present
Job Associate Accountant at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments August 2014 - Present
O'Connor & Drew, P.C. September 2012 - August 2014
Chex Finer Foods January 2012 - August 2012
City of Providence August 2011 - January 2012
Skills
Accounts Payable, Internal Controls, Tax, Bank Reconciliation, Microsoft Excel, Inventory Management, QuickBooks, Auditing, Accounts Receivable, Accounting, General Ledger
Education
Providence College 2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Business/Management, 3.86
Bryant University 2008 — 2011
Bachelor of Science in Business Administration, Accounting, 3.25
Fidelity Investments August 2014 - Present
O'Connor & Drew, P.C. September 2012 - August 2014
Chex Finer Foods January 2012 - August 2012
City of Providence August 2011 - January 2012
Skills
Accounts Payable, Internal Controls, Tax, Bank Reconciliation, Microsoft Excel, Inventory Management, QuickBooks, Auditing, Accounts Receivable, Accounting, General Ledger
Education
Providence College 2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Business/Management, 3.86
Bryant University 2008 — 2011
Bachelor of Science in Business Administration, Accounting, 3.25
John Marcotte's Fidelity Investments Experience October 2000 - December 2008
Job Oracle Database Administrator at United Natural Foods Inc.
Industry Financial Services
Experience
United Natural Foods Inc. May 2011 - Present
Delta Dental of Rhode Island March 2011 - May 2011
Wellington Management Company, LLC July 2010 - February 2011
Citizens Bank January 2009 - February 2011
Delta Dental of Rhode Island 2011 - 2011
Fidelity Investments October 2000 - December 2008
Fidelity Investments (Smithfield RI) October 2000 - December 2008
Providence Journal Company 1997 - 2000
The Providence Journal September 1989 - August 1997
Skills
PL/SQL, RMAN, SQL, Grid Control, Performance Tuning, Software Documentation, Database Administration, AIX, Oracle RAC, Oracle, Solaris, Data Warehousing, Replication, Disaster Recovery, SQL Tuning, Data Modeling, Data Guard, Grid Computing, SDLC, Database Design, SQL*Plus, Unix Shell Scripting, ETL, Data Migration, Unix, Databases, Shell Scripting, High Availability, Erwin, Systems Analysis, Relational Databases, SSRS, SSIS, Visio, Microsoft SQL Server, Exadata, Oracle Enterprise..., Cluster, Enterprise Architecture, Business Intelligence, DB2, Production Support, HP-UX, Informatica, Red Hat Linux, T-SQL, Oracle E-Business Suite, Crystal Reports, Oracle Applications, COBOL
Education
Bryant University 1981 — 1990
Master of Business Administration (MBA)
Bryant University 1981 — 1990
Bachelor's degree
United Natural Foods Inc. May 2011 - Present
Delta Dental of Rhode Island March 2011 - May 2011
Wellington Management Company, LLC July 2010 - February 2011
Citizens Bank January 2009 - February 2011
Delta Dental of Rhode Island 2011 - 2011
Fidelity Investments October 2000 - December 2008
Fidelity Investments (Smithfield RI) October 2000 - December 2008
Providence Journal Company 1997 - 2000
The Providence Journal September 1989 - August 1997
Skills
PL/SQL, RMAN, SQL, Grid Control, Performance Tuning, Software Documentation, Database Administration, AIX, Oracle RAC, Oracle, Solaris, Data Warehousing, Replication, Disaster Recovery, SQL Tuning, Data Modeling, Data Guard, Grid Computing, SDLC, Database Design, SQL*Plus, Unix Shell Scripting, ETL, Data Migration, Unix, Databases, Shell Scripting, High Availability, Erwin, Systems Analysis, Relational Databases, SSRS, SSIS, Visio, Microsoft SQL Server, Exadata, Oracle Enterprise..., Cluster, Enterprise Architecture, Business Intelligence, DB2, Production Support, HP-UX, Informatica, Red Hat Linux, T-SQL, Oracle E-Business Suite, Crystal Reports, Oracle Applications, COBOL
Education
Bryant University 1981 — 1990
Master of Business Administration (MBA)
Bryant University 1981 — 1990
Bachelor's degree
Jon Dexter (CISA)'s Fidelity Investments Experience January 2004 - January 2005
Job Audit Manager Global Markets, Global Treasury at State Street Bank
Industry Financial Services
Experience
State Street Bank May 2012 - Present
First Marblehead January 2009 - February 2012
State Street January 2007 - October 2008
Investors Bank & Trust January 2005 - January 2007
Fidelity Investments January 2004 - January 2005
Massachusetts College of Pharmacy July 2003 - January 2004
Liberty Mutual May 2001 - July 2003
Skills
Internal Audit, Financial Risk, Sarbanes-Oxley Act, Testing, SQL, Basel II, Dodd-Frank, Stress Testing, Securities Finance, Treasury Management, Interest Rate Swaps, Model Risk Management, Currency Hedging, Liability Management, Options Trading
Education
Bryant University 1999 — 2001
Bachelors of Science in Business Administration, Computer Information Systems / Business Law
Roger Williams University 1997 — 1999
Transferred, Computer Information Systems
State Street Bank May 2012 - Present
First Marblehead January 2009 - February 2012
State Street January 2007 - October 2008
Investors Bank & Trust January 2005 - January 2007
Fidelity Investments January 2004 - January 2005
Massachusetts College of Pharmacy July 2003 - January 2004
Liberty Mutual May 2001 - July 2003
Skills
Internal Audit, Financial Risk, Sarbanes-Oxley Act, Testing, SQL, Basel II, Dodd-Frank, Stress Testing, Securities Finance, Treasury Management, Interest Rate Swaps, Model Risk Management, Currency Hedging, Liability Management, Options Trading
Education
Bryant University 1999 — 2001
Bachelors of Science in Business Administration, Computer Information Systems / Business Law
Roger Williams University 1997 — 1999
Transferred, Computer Information Systems
Kathleen Drozdowski-Holmes's Fidelity Investments Experience June 1998 - Present
Job Principal Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments PWI 2008 - Present
Fidelity Investments June 1998 - Present
Education
Suffolk University - Sawyer Business School 2002 — 2006
Masters of Business Administration, Organizational Behavior
Bryant University 1994 — 1998
Bachelor's degree, Marketing/CIS
Fidelity Investments PWI 2008 - Present
Fidelity Investments June 1998 - Present
Education
Suffolk University - Sawyer Business School 2002 — 2006
Masters of Business Administration, Organizational Behavior
Bryant University 1994 — 1998
Bachelor's degree, Marketing/CIS
Jeremy Lastarza's Fidelity Investments Experience August 2000 - September 2005
Job Sales Director at Gryphon Networks
Industry Information Technology and Services
Experience
Gryphon Networks May 2013 - Present
Forrester Research October 2007 - May 2013
UniFirst Corporation September 2005 - September 2007
Fidelity Investments August 2000 - September 2005
Skills
Sales Process, Salesforce.com, Solution Selling, Account Management, Lead Generation, Leadership, Business Development, Consulting, CRM, SaaS, Sales, Strategic Partnerships, Enterprise Software, Cloud Computing, Professional Services
Education
Bryant University 1995 — 1999
BS, Finance
Gryphon Networks May 2013 - Present
Forrester Research October 2007 - May 2013
UniFirst Corporation September 2005 - September 2007
Fidelity Investments August 2000 - September 2005
Skills
Sales Process, Salesforce.com, Solution Selling, Account Management, Lead Generation, Leadership, Business Development, Consulting, CRM, SaaS, Sales, Strategic Partnerships, Enterprise Software, Cloud Computing, Professional Services
Education
Bryant University 1995 — 1999
BS, Finance
Kirk Cleathero's Fidelity Investments Experience August 1994 - Present
Job Director at Fidelity
Industry Financial Services
Experience
Fidelity Investments August 1994 - Present
Skills
Investments, Fixed Income, Mutual Funds, Financial Services, Asset Management, Securities, Asset Allocation, Equities, Capital Markets, Process Improvement, Risk Management, Relationship Management
Education
Bryant University 1985 — 1989
Bryant University 1985 — 1989
Fidelity Investments August 1994 - Present
Skills
Investments, Fixed Income, Mutual Funds, Financial Services, Asset Management, Securities, Asset Allocation, Equities, Capital Markets, Process Improvement, Risk Management, Relationship Management
Education
Bryant University 1985 — 1989
Bryant University 1985 — 1989
Jeanne-Marie Holyoak's Fidelity Investments Experience 2005 - Present
Job Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2005 - Present
Fidelity Investments 2004 - 2005
Fidelity Investments 2003 - 2004
Fidelity Investments July 2001 - 2003
Skills
Defined Benefit, Business Analysis, Excel, Word, Access,..., Requirements Gathering,..., Process Improvement, Analysis, CRM, Business Requirements, Finance, Leadership, Management, Quality Assurance, Recruiting, Employee Benefits, Financial Services
Education
Bryant University 1998 — 2001
Bachelor of Science (BS), Financial Services
Fidelity Investments 2005 - Present
Fidelity Investments 2004 - 2005
Fidelity Investments 2003 - 2004
Fidelity Investments July 2001 - 2003
Skills
Defined Benefit, Business Analysis, Excel, Word, Access,..., Requirements Gathering,..., Process Improvement, Analysis, CRM, Business Requirements, Finance, Leadership, Management, Quality Assurance, Recruiting, Employee Benefits, Financial Services
Education
Bryant University 1998 — 2001
Bachelor of Science (BS), Financial Services
Jennifer Patel (Hoyle)'s Fidelity Investments Experience January 2000 - December 2005
Job Senior Executive Administrator
Industry Information Technology and Services
Experience
GTECH December 2005 - Present
Fidelity Investments January 2000 - December 2005
Education
Bryant University
Rhode Island College
GTECH December 2005 - Present
Fidelity Investments January 2000 - December 2005
Education
Bryant University
Rhode Island College
Joyce Pemberton's Fidelity Investments Experience January 2007 - December 2008
Job Experienced Administrative Analyst & Support Professional in Transition
Industry Financial Services
Experience
The Mergis Group April 2009 - May 2009
Fidelity Investments January 2007 - December 2008
Hasbro 2006 - 2006
Citizens Bank 2004 - 2005
Bank of America 1998 - 2004
Skills
Marketing Communications, Administrative..., Outlook
Education
Bryant University 1972 — 1974
The Mergis Group April 2009 - May 2009
Fidelity Investments January 2007 - December 2008
Hasbro 2006 - 2006
Citizens Bank 2004 - 2005
Bank of America 1998 - 2004
Skills
Marketing Communications, Administrative..., Outlook
Education
Bryant University 1972 — 1974
Kelly Comtois's Fidelity Investments Experience October 2001 - June 2008
Job Principal Financial & Systems Analyst
Industry Computer Software
Experience
NetScout Systems November 2008 - Present
Fidelity Investments October 2001 - June 2008
Skills
Finance, Leadership, Financial Modeling, Financial Reporting, Financial Analysis, Salesforce.com, Microsoft Excel, Forecasting, Business Process..., Business Analysis, Budgets, Analysis, Access, Project Management, Process Improvement, SaaS
Education
Bryant University 1997 — 2001
BA, Business Administration
NetScout Systems November 2008 - Present
Fidelity Investments October 2001 - June 2008
Skills
Finance, Leadership, Financial Modeling, Financial Reporting, Financial Analysis, Salesforce.com, Microsoft Excel, Forecasting, Business Process..., Business Analysis, Budgets, Analysis, Access, Project Management, Process Improvement, SaaS
Education
Bryant University 1997 — 2001
BA, Business Administration
Kaelyn Ulrich's Fidelity Investments Experience May 2008 - Present
Job event coordinator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2008 - Present
Education
Bryant University
Fidelity Investments May 2008 - Present
Education
Bryant University
Jason Noel's Fidelity Investments Experience August 2005 - Present
Job Pension Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2005 - Present
Skills
Defined Benefit, Financial Services, Pensions, 401k, Customer Service, Microsoft Excel, Microsoft Office, Process Improvement
Education
Bryant University 2000 — 2004
Fidelity Investments August 2005 - Present
Skills
Defined Benefit, Financial Services, Pensions, 401k, Customer Service, Microsoft Excel, Microsoft Office, Process Improvement
Education
Bryant University 2000 — 2004
Joe Hanley's Fidelity Investments Experience January 2014 - Present
Job Senior Account Executive / Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments August 2011 - January 2014
Fidelity investments June 2010 - August 2012
Skills
Branch Banking, Asset Management, Series 24
Education
Seattle Pacific University 1994 — 1997
MBA, Entrepreneurial Management
Bryant University 1981 — 1985
BS, Finance
Fidelity Investments January 2014 - Present
Fidelity Investments August 2011 - January 2014
Fidelity investments June 2010 - August 2012
Skills
Branch Banking, Asset Management, Series 24
Education
Seattle Pacific University 1994 — 1997
MBA, Entrepreneurial Management
Bryant University 1981 — 1985
BS, Finance
Julie Colletti's Fidelity Investments Experience 2005 - 2008
Job Account Manager
Industry Insurance
Experience
Aetna 2008 - Present
Fidelity Investments 2005 - 2008
Skills
Mutual Funds, Account Management, Financial Services, Financial Analysis, Investments, Process Improvement, Insurance, Sales, Securities, Analytics, Sales Management, Asset Management, Business Analysis, New Business Development, Customer Service
Education
Bryant University 2006 — 2007
MBA
The University of Connecticut School of Business 2001 — 2005
Bachelor of Science, Finance
Aetna 2008 - Present
Fidelity Investments 2005 - 2008
Skills
Mutual Funds, Account Management, Financial Services, Financial Analysis, Investments, Process Improvement, Insurance, Sales, Securities, Analytics, Sales Management, Asset Management, Business Analysis, New Business Development, Customer Service
Education
Bryant University 2006 — 2007
MBA
The University of Connecticut School of Business 2001 — 2005
Bachelor of Science, Finance
Kim Pereira's Fidelity Investments Experience March 2009 - Present
Job Senior Instructional Designer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2009 - Present
Fidelity Investments November 2004 - March 2009
Fidelity Investments June 2000 - November 2004
Fidelity Investments March 1999 - June 2000
Skills
Instructional Design, Captivate, Learning Management, E-learning, Lectora, Web-based Training, Instructor-led Training, SumTotal, Blended Learning, Needs Analysis, E-Learning, ActionScript, Performance Consulting
Education
Bryant University 2000 — 2003
MBA, Business Administration
Rhode Island College 1992 — 1997
Bachelor Degree, Management and Early Childhood Education
Fidelity Investments March 2009 - Present
Fidelity Investments November 2004 - March 2009
Fidelity Investments June 2000 - November 2004
Fidelity Investments March 1999 - June 2000
Skills
Instructional Design, Captivate, Learning Management, E-learning, Lectora, Web-based Training, Instructor-led Training, SumTotal, Blended Learning, Needs Analysis, E-Learning, ActionScript, Performance Consulting
Education
Bryant University 2000 — 2003
MBA, Business Administration
Rhode Island College 1992 — 1997
Bachelor Degree, Management and Early Childhood Education
Jessica Weisse's Fidelity Investments Experience June 2006 - Present
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2006 - Present
Education
Bryant University 2002 — 2006
Bachelors of Science in Business Administration, Finance & Marketing
Fidelity Investments June 2006 - Present
Education
Bryant University 2002 — 2006
Bachelors of Science in Business Administration, Finance & Marketing
Kim Lachut's Fidelity Investments Experience September 2009 - December 2014
Job Management Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2009 - December 2014
Fidelity Investments July 2007 - April 2008
Fidelity Investments December 2002 - June 2007
Fidelity Investments July 1998 - December 2002
Boston Beer Company 1997 - June 1998
Stream International 1995 - 1997
Skills
Risk Management, Treasury Management, Cash Flow Forecasting, Financial Services, Cash Management, Treasury, Valuation, Finance
Education
Bryant University 1999 — 2003
MBA, Finance
Rhode Island College 1991 — 1995
Bachelor of Science, Accounting
Fidelity Investments September 2009 - December 2014
Fidelity Investments July 2007 - April 2008
Fidelity Investments December 2002 - June 2007
Fidelity Investments July 1998 - December 2002
Boston Beer Company 1997 - June 1998
Stream International 1995 - 1997
Skills
Risk Management, Treasury Management, Cash Flow Forecasting, Financial Services, Cash Management, Treasury, Valuation, Finance
Education
Bryant University 1999 — 2003
MBA, Finance
Rhode Island College 1991 — 1995
Bachelor of Science, Accounting
John Pathe's Fidelity Investments Experience December 1999 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
J.P. Morgan 2009 - 2010
Team Ops 2009 - 2010
Fidelity Investments December 1999 - December 2008
Fidelity Investments December 2003 - May 2006
Fidelity Investments December 1999 - November 2003
Education
Bryant University 1995 — 1999
Bachelors, Business Administration
St Anthony's High School 1991 — 1996
J.P. Morgan 2009 - 2010
Team Ops 2009 - 2010
Fidelity Investments December 1999 - December 2008
Fidelity Investments December 2003 - May 2006
Fidelity Investments December 1999 - November 2003
Education
Bryant University 1995 — 1999
Bachelors, Business Administration
St Anthony's High School 1991 — 1996
Jennifer Lyman's Fidelity Investments Experience September 2013 - Present
Job Vice President Strategic Programs
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments March 2012 - September 2013
Fidelity Investments October 2005 - March 2012
Genuity Incorporated September 1999 - March 2002
Hardigg Industries February 1994 - February 1997
Skills
Management, Process Improvement, PMP, Financial Risk, Financial Services, IT Strategy, Project Management, Requirements Analysis, Application Security, Visio, Disaster Recovery, Strategic Planning, Outsourcing, MS Project, Leadership
Education
Isenberg School of Management, UMass Amherst 1992 — 1994
B.S. Operations & Finance 1994, University of Massachusetts, Amherst, MA
Bryant University 1990 — 1992
Finance
Fidelity Investments September 2013 - Present
Fidelity Investments March 2012 - September 2013
Fidelity Investments October 2005 - March 2012
Genuity Incorporated September 1999 - March 2002
Hardigg Industries February 1994 - February 1997
Skills
Management, Process Improvement, PMP, Financial Risk, Financial Services, IT Strategy, Project Management, Requirements Analysis, Application Security, Visio, Disaster Recovery, Strategic Planning, Outsourcing, MS Project, Leadership
Education
Isenberg School of Management, UMass Amherst 1992 — 1994
B.S. Operations & Finance 1994, University of Massachusetts, Amherst, MA
Bryant University 1990 — 1992
Finance
Jerome Fusco's Fidelity Investments Experience January 2005 - May 2006
Job Vice President
Industry Investment Banking
Experience
Bank of America January 2015 - Present
Bank of America May 2014 - Present
Citi August 2011 - April 2014
Federal Reserve Bank of New York May 2010 - August 2010
Travelers July 2006 - July 2009
Fidelity Investments January 2005 - May 2006
The Hartford May 2005 - August 2005
Bank of America September 2004 - December 2004
United Technologies May 2004 - August 2004
Skills
Financial Modeling
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA
Bryant University 2002 — 2006
BSBA, Finance, Computer Information Systems, Political Science
North Branford 1998 — 2002
Bank of America January 2015 - Present
Bank of America May 2014 - Present
Citi August 2011 - April 2014
Federal Reserve Bank of New York May 2010 - August 2010
Travelers July 2006 - July 2009
Fidelity Investments January 2005 - May 2006
The Hartford May 2005 - August 2005
Bank of America September 2004 - December 2004
United Technologies May 2004 - August 2004
Skills
Financial Modeling
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA
Bryant University 2002 — 2006
BSBA, Finance, Computer Information Systems, Political Science
North Branford 1998 — 2002
Joe Importico, CFA, FRM's Fidelity Investments Experience June 2006 - May 2007
Job Vice President, Quantitative Analytics at FactSet
Industry Investment Management
Experience
FactSet September 2013 - Present
FactSet Research Systems September 2012 - Present
FactSet Research Systems September 2010 - September 2012
FactSet Research Systems September 2009 - September 2010
FactSet Research Systems July 2007 - September 2009
Fidelity Investments June 2006 - May 2007
Skills
Quantitative Analytics, Portfolio Optimization, Risk Models, Backtesting, Factor Analysis, Asset Allocation, Investment Strategies, Derivatives, Equities, Fixed Income, Quantitative Finance, Hedge Funds, Investment Management, Market Risk, Market Data
Education
Bryant University 2003 — 2007
BS, Finance and Applied Statistics
FactSet September 2013 - Present
FactSet Research Systems September 2012 - Present
FactSet Research Systems September 2010 - September 2012
FactSet Research Systems September 2009 - September 2010
FactSet Research Systems July 2007 - September 2009
Fidelity Investments June 2006 - May 2007
Skills
Quantitative Analytics, Portfolio Optimization, Risk Models, Backtesting, Factor Analysis, Asset Allocation, Investment Strategies, Derivatives, Equities, Fixed Income, Quantitative Finance, Hedge Funds, Investment Management, Market Risk, Market Data
Education
Bryant University 2003 — 2007
BS, Finance and Applied Statistics
Joe Keen's Fidelity Investments Experience September 1991 - Present
Job Senior Vice President Technology at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 1991 - Present
Education
Bryant University 1980 — 1984
B.S. in B.A, Computer Infromation Systems
Fidelity Investments September 1991 - Present
Education
Bryant University 1980 — 1984
B.S. in B.A, Computer Infromation Systems
Juan Vigil's Fidelity Investments Experience December 1994 - Present
Job DBA at Undisclosed national company
Industry Financial Services
Experience
Fidelity Investments December 1994 - Present
northrop ppd 1988 - 1994
northrop 1988 - 1994
health-tex 1983 - 1988
Skills
z/OS, DB2/SQL, TSO, DB2, Sybase, CICS, JCL, VSAM, COBOL, Unix, SQL, Fileaid
Education
Bryant University
BSBA, Business
Community College of Rhode Island
AS, IT
Fidelity Investments December 1994 - Present
northrop ppd 1988 - 1994
northrop 1988 - 1994
health-tex 1983 - 1988
Skills
z/OS, DB2/SQL, TSO, DB2, Sybase, CICS, JCL, VSAM, COBOL, Unix, SQL, Fileaid
Education
Bryant University
BSBA, Business
Community College of Rhode Island
AS, IT
Katherine Armstrong's Fidelity Investments Experience June 2008 - August 2008
Job Tax Senior Associate at PwC
Industry Accounting
Experience
PwC January 2011 - Present
Precious Angel's Child May 2010 - December 2010
Town of North Attleborough January 2009 - May 2010
PwC June 2009 - August 2009
Fidelity Investments June 2008 - August 2008
Skills
Microsoft Office, PowerPoint, Excel, GoSystem, RPM+ Tax Applications, Web DMS
Education
Providence College 2010 — 2013
Master, Business Administration
Bryant University 2006 — 2010
Bachelor of Science, Business Administration; Accounting
Sophomore International ExperienceBeijing, Guilin
PwC January 2011 - Present
Precious Angel's Child May 2010 - December 2010
Town of North Attleborough January 2009 - May 2010
PwC June 2009 - August 2009
Fidelity Investments June 2008 - August 2008
Skills
Microsoft Office, PowerPoint, Excel, GoSystem, RPM+ Tax Applications, Web DMS
Education
Providence College 2010 — 2013
Master, Business Administration
Bryant University 2006 — 2010
Bachelor of Science, Business Administration; Accounting
Sophomore International ExperienceBeijing, Guilin
James Grammas's Fidelity Investments Experience September 2005 - July 2013
Job Secondary Educator at Providence Public Schools
Industry Financial Services
Experience
Providence Public Schools September 2013 - Present
Fidelity Investments September 2005 - July 2013
Cranston Public Schools February 2003 - June 2005
Country Pizza and Restaurant October 1983 - September 2002
Skills
Equities, Mutual Funds, Asset Management, Asset Allocation, Investments, Series 7, Retirement Planning, Portfolio Management, Financial Analysis, Wealth Management, Fixed Income, Strategic Financial..., Financial Modeling, Retirement, Financial Services, Mortgage Lending, Credit, Relationship Management, Risk Management, Securities, Series 6
Education
Rhode Island College 2003 — 2005
Secondary Education, History
Bryant University 1986 — 1990
Bachelor of Science (BS), Finance, General
Providence Public Schools September 2013 - Present
Fidelity Investments September 2005 - July 2013
Cranston Public Schools February 2003 - June 2005
Country Pizza and Restaurant October 1983 - September 2002
Skills
Equities, Mutual Funds, Asset Management, Asset Allocation, Investments, Series 7, Retirement Planning, Portfolio Management, Financial Analysis, Wealth Management, Fixed Income, Strategic Financial..., Financial Modeling, Retirement, Financial Services, Mortgage Lending, Credit, Relationship Management, Risk Management, Securities, Series 6
Education
Rhode Island College 2003 — 2005
Secondary Education, History
Bryant University 1986 — 1990
Bachelor of Science (BS), Finance, General
Jon Archambault's Fidelity Investments Experience May 1999 - Present
Job Sr. Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 1999 - Present
Putnam Investments January 1995 - May 1999
Education
Bryant University 1992 — 1994
BA, Finance
Fidelity Investments May 1999 - Present
Putnam Investments January 1995 - May 1999
Education
Bryant University 1992 — 1994
BA, Finance
Janet Staff (Olsen)'s Fidelity Investments Experience March 2015 - Present
Job Vice President, Learning & Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments April 2014 - Present
Fidelity Investments May 1998 - Present
Fidelity Investments October 1993 - May 1998
Skills
Investments
Education
Salve Regina University 1987 — 1991
Bachelor of Science (BS), Finance, General
Bryant University
Certificate in Financial Planning
Fidelity Investments March 2015 - Present
Fidelity Investments April 2014 - Present
Fidelity Investments May 1998 - Present
Fidelity Investments October 1993 - May 1998
Skills
Investments
Education
Salve Regina University 1987 — 1991
Bachelor of Science (BS), Finance, General
Bryant University
Certificate in Financial Planning
Jane McAuliffe's Fidelity Investments Experience March 1998 - February 2003
Job Forbes Financial Planning, Inc.
Industry Financial Services
Experience
The Shuster Group July 2013 - June 2015
Saint Elizabeth Community April 2011 - June 2013
Banc of America Investment Services, Inc. February 2003 - December 2008
Investment Services at Sovereign Bank March 2001 - March 2003
Fidelity Investments March 1998 - February 2003
State Street February 1996 - February 1998
Skills
Public Relations, Nonprofits, Strategic Planning, Event Management, Fundraising, Strategic Financial..., Sales, Marketing, Relationship Management, Product Marketing, Personal Financial..., Alternative Investments, Mutual Funds, Variable Annuities, Fixed Annuities, Equities, Fixed Income Portfolio...
Education
Bryant University 1991 — 1995
Bachelor of science, Management, marketing
The Shuster Group July 2013 - June 2015
Saint Elizabeth Community April 2011 - June 2013
Banc of America Investment Services, Inc. February 2003 - December 2008
Investment Services at Sovereign Bank March 2001 - March 2003
Fidelity Investments March 1998 - February 2003
State Street February 1996 - February 1998
Skills
Public Relations, Nonprofits, Strategic Planning, Event Management, Fundraising, Strategic Financial..., Sales, Marketing, Relationship Management, Product Marketing, Personal Financial..., Alternative Investments, Mutual Funds, Variable Annuities, Fixed Annuities, Equities, Fixed Income Portfolio...
Education
Bryant University 1991 — 1995
Bachelor of science, Management, marketing
Joe Gaynor's Fidelity Investments Experience August 2015 - Present
Job College and Retirement Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments March 2010 - Present
Fidelity Investments September 2006 - March 2010
Skills
PowerPoint, Product Development, Customer Service, Process Improvement, Analysis, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Bryant University 2008 — 2010
Masters, Business Administration
Bryant University 2004 — 2006
Bachelors of Science in Business Administration, Finance
Community College of Rhode Island 2002 — 2004
Associates, General Business
Fidelity Investments August 2015 - Present
Fidelity Investments March 2010 - Present
Fidelity Investments September 2006 - March 2010
Skills
PowerPoint, Product Development, Customer Service, Process Improvement, Analysis, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Bryant University 2008 — 2010
Masters, Business Administration
Bryant University 2004 — 2006
Bachelors of Science in Business Administration, Finance
Community College of Rhode Island 2002 — 2004
Associates, General Business
Joshua Carbone's Fidelity Investments Experience April 2012 - July 2013
Job F/X, Currency & Funding Analyst at GE Capital
Industry Capital Markets
Experience
GE Capital July 2013 - Present
Fidelity Investments April 2012 - July 2013
Fidelity Investments June 2010 - April 2012
Fidelity Investments September 2009 - May 2010
Fidelity Investments July 2009 - September 2009
Skills
Essbase, Financial Modeling, Brio Query, Microsoft Office, Business Objects, GRE, Bloomberg Terminal, Factset, Accruals, FBSI, CTA, Oracle Discoverer, Analysis, Finance, Financial Analysis, Financial Reporting
Education
The University of Texas at Dallas - School of Management 2012 — 2014
MBA
Bryant University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Economics and Finance
Lorenzo de’ Medici 2009 — 2009
Study Abroad
GE Capital July 2013 - Present
Fidelity Investments April 2012 - July 2013
Fidelity Investments June 2010 - April 2012
Fidelity Investments September 2009 - May 2010
Fidelity Investments July 2009 - September 2009
Skills
Essbase, Financial Modeling, Brio Query, Microsoft Office, Business Objects, GRE, Bloomberg Terminal, Factset, Accruals, FBSI, CTA, Oracle Discoverer, Analysis, Finance, Financial Analysis, Financial Reporting
Education
The University of Texas at Dallas - School of Management 2012 — 2014
MBA
Bryant University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Economics and Finance
Lorenzo de’ Medici 2009 — 2009
Study Abroad
Jeff Wyman's Fidelity Investments Experience CIOFidelity ActionsXchangeApril 1984 - August 2015
Job Financial Services/Technology Professional
Industry Information Technology and Services
Experience
Fidelity Investments CIOFidelity ActionsXchangeApril 1984 - August 2015
Education
Bryant University 1978 — 1982
Bachelor’s Degree
Fidelity Investments CIOFidelity ActionsXchangeApril 1984 - August 2015
Education
Bryant University 1978 — 1982
Bachelor’s Degree
Jeanne-Marie Parker's Fidelity Investments Experience July 2000 - July 2001
Job Consultant at Ava Anderson NonToxic
Industry Accounting
Experience
Ava Anderson Non-Toxic March 2013 - Present
OSSG PC June 2008 - September 2013
Fidelity Investments July 2000 - July 2001
Fidelity Investments 1995 - 2000
Fidelity Investments August 1994 - 1995
State Street Bank 1991 - July 1994
Skills
Non-profits tax returns, Sales, Mutual Funds, Customer Service, Strategic Planning, Management, Event Planning, Team Building, Retirement, Investments, Financial Services, Leadership, Process Improvement
Education
Bryant College 1982 — 1986
BSBA, Accounting
Ava Anderson Non-Toxic March 2013 - Present
OSSG PC June 2008 - September 2013
Fidelity Investments July 2000 - July 2001
Fidelity Investments 1995 - 2000
Fidelity Investments August 1994 - 1995
State Street Bank 1991 - July 1994
Skills
Non-profits tax returns, Sales, Mutual Funds, Customer Service, Strategic Planning, Management, Event Planning, Team Building, Retirement, Investments, Financial Services, Leadership, Process Improvement
Education
Bryant College 1982 — 1986
BSBA, Accounting
Kevin Buffi's Fidelity Investments Experience 2012 - 2012
Job Six Sigma Black Belt Project Manager
Industry Information Services
Experience
RBS Citizens Group September 2010 - Present
Eliassen Group 2012 - 2012
Fidelity Investments 2012 - 2012
Fidelity Information Services 2012 - 2012
Equity National October 2002 - June 2010
Sperian Protection 2010 - 2010
Pentair January 1998 - October 2002
Education
Bryant University
MBA, Marketing
Roger Williams University
BS, Electrical Engineering
RBS Citizens Group September 2010 - Present
Eliassen Group 2012 - 2012
Fidelity Investments 2012 - 2012
Fidelity Information Services 2012 - 2012
Equity National October 2002 - June 2010
Sperian Protection 2010 - 2010
Pentair January 1998 - October 2002
Education
Bryant University
MBA, Marketing
Roger Williams University
BS, Electrical Engineering
Laura Howley's Fidelity Investments Experience March 2011 - Present
Job Corporate Accounts Payable at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2011 - Present
Fidelity Investments October 2008 - March 2011
Education
Bryant University 2004 — 2008
Bachelors of Science, Business Administration
Fidelity Investments March 2011 - Present
Fidelity Investments October 2008 - March 2011
Education
Bryant University 2004 — 2008
Bachelors of Science, Business Administration
Joe Brouillard's Fidelity Investments Experience February 1994 - Present
Job Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 1994 - Present
Blue Cross of RI 1983 - 1991
Education
Bryant College 1979 — 1981
Master of Business Administration (MBA), Business Administration and Management, General
Bryant College 1971 — 1974
Bachelor of Business Administration (B.B.A.), Computer Science
Fidelity Investments February 1994 - Present
Blue Cross of RI 1983 - 1991
Education
Bryant College 1979 — 1981
Master of Business Administration (MBA), Business Administration and Management, General
Bryant College 1971 — 1974
Bachelor of Business Administration (B.B.A.), Computer Science
Ian Wilson Jr.'s Fidelity Investments Experience June 2011 - July 2012
Job Analyst, Global Finance Systems at Bain & Company
Industry Financial Services
Experience
Bain & Company July 2012 - Present
Fidelity Investments June 2011 - July 2012
Fidelity Investments January 2008 - June 2011
Fidelity Investments June 2007 - January 2008
Skills
Financial Analysis, Corporate Finance, Finance, Business Intelligence, Process Improvement, Financial Modeling, Mutual Funds, Financial Reporting, Asset Managment
Education
Bryant University 2003 — 2007
BS, Finance
Malden Catholic High School 1999 — 2003
Bain & Company July 2012 - Present
Fidelity Investments June 2011 - July 2012
Fidelity Investments January 2008 - June 2011
Fidelity Investments June 2007 - January 2008
Skills
Financial Analysis, Corporate Finance, Finance, Business Intelligence, Process Improvement, Financial Modeling, Mutual Funds, Financial Reporting, Asset Managment
Education
Bryant University 2003 — 2007
BS, Finance
Malden Catholic High School 1999 — 2003
Judy Burgess's Fidelity Investments Experience December 1999 - November 2001
Job AP Specialist at Bingham McCutchen
Industry Law Practice
Experience
Bingham McCutchen May 2007 - May 2013
Securitas December 2002 - May 2007
Fidelity Investments December 1999 - November 2001
Hewlett-Packard (Acquired Compaq/Digital Equipment) November 1997 - November 1999
Digital Equipment September 1994 - November 1997
Skills
Accounts Payable, Tax, Outlook, Microsoft Excel, Microsoft Word, Data Entry, PowerPoint, Data Conversion, Customer Service, Spreadsheets, Data Analysis, Data Warehousing, Global AP Customer..., Vendor Management, Snag It software, Elite Enterprise, Invoice Processing, BAC Works software..., Data Integrity, One-on-one Instruction, Travelex Global Pay..., Payroll, Invoicing, General Ledger, Accounts Receivable, Accounting
Education
Bryant College
Bachelor of Science (BS)
Bingham McCutchen May 2007 - May 2013
Securitas December 2002 - May 2007
Fidelity Investments December 1999 - November 2001
Hewlett-Packard (Acquired Compaq/Digital Equipment) November 1997 - November 1999
Digital Equipment September 1994 - November 1997
Skills
Accounts Payable, Tax, Outlook, Microsoft Excel, Microsoft Word, Data Entry, PowerPoint, Data Conversion, Customer Service, Spreadsheets, Data Analysis, Data Warehousing, Global AP Customer..., Vendor Management, Snag It software, Elite Enterprise, Invoice Processing, BAC Works software..., Data Integrity, One-on-one Instruction, Travelex Global Pay..., Payroll, Invoicing, General Ledger, Accounts Receivable, Accounting
Education
Bryant College
Bachelor of Science (BS)
Joan Bessette's Fidelity Investments Experience September 2006 - Present
Job Principal Systems Support Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2006 - Present
Skills
Business Analysis
Education
Bryant University 2001 — 2003
Master of Science in Information Systems, Information Systems
Fidelity Investments September 2006 - Present
Skills
Business Analysis
Education
Bryant University 2001 — 2003
Master of Science in Information Systems, Information Systems
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank