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
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Fidelity Investments Employees
Fidelity Investments April 2015 - Present
Smitty for Attorney General Campaign July 2014 - November 2014
Turkish Industry and Business Association (TUSIAD) U.S. Representative Office August 2013 - August 2014
U.S. House of Representatives June 2013 - August 2013
Turkish Coalition of America 2013 - 2013
Elizabeth Warren Senate Campaign September 2012 - November 2012
HasNa June 2012 - August 2012
Local Root Co-op October 2011 - May 2012
Sidar Global Advisors June 2011 - August 2011
U.S. House of Representatives May 2010 - July 2010
Skills
International Relations, Turkish, Political Science, English, Research, Foreign Policy, Analysis, Communication, Close Attention to..., Oral & Written..., Adaptable to Changes, Public Policy, Political Campaigns, Human Rights, Social Media, Policy, Public Speaking, Policy Analysis, Grassroots Organizing, International..., Grants, Qualitative Research, Politics
Education
Clark University 2008 — 2012
International Relations, History
Leiden University 2011 — 2011
Algonquin
Fidelity Investments May 2015 - Present
Natural Food Exchange August 2014 - March 2015
Massachusetts General Hospital June 2014 - August 2014
Q/P Management Group, Inc. July 2010 - August 2014
Natural Food Exchange June 2008 - December 2008
Gingerbread Construction Company September 2004 - August 2006
Skills
Marketing Communications, Social Media Marketing, Marketing Strategy, Social Media, Marketing, Google Analytics, Entrepreneurship, Microsoft Office, Newsletters, Market Research, Online Advertising, SEO, Google Adwords, Start-ups, Management
Education
Clark University 2006 — 2010
Bachelor's degree, Management and Entrepreneurship
Stoneham High School 2002 — 2006
Graduated 2006, High School/Secondary Diplomas and Certificates
Fidelity Investments June 2014 - Present
Fidelity Investments September 2012 - June 2014
Fidelity Investments March 2010 - September 2012
Fidelity Investments January 2005 - March 2010
Fidelity Investments Retirement Services April 2004 - January 2005
Fidelity Investments Systems Company April 2003 - March 2004
Fidelity Investments Retirement Services September 1998 - March 2003
Skills
Program Management, Product Management, Solution Implementation, Leadership, Management, Analysis, Strategic Planning, Retirement Services, Process Improvement, Service Operations, Program Implementation, Regulatory Requirements, Retirement, Financial Services, Employee Benefits, Regulatory Analysis, Portfolio Management, Requirements Analysis, Product Development, Business Analysis, Compliance, Matrix Management
Education
Clark University 1999 — 2003
MBA, Management
Smith College 1986 — 1990
B.A., Government
The Hotchkiss School 1983 — 1986
High School
Fidelity Investments September 2012 - Present
Marsh & McLennan Companies, Inc. October 2009 - December 2011
Fidelity Investments January 2003 - October 2009
Fidelity Investments February 2000 - January 2003
Fidelity Investments September 1998 - February 2000
Unum March 1996 - September 1998
Unum May 1993 - March 1996
Skills
Project Management, Creative Problem Solving, Management, Interpersonal and..., Business Relationship..., Policy/Rule..., Process Improvement, Process Mapping, Training & Development, Leading Cross..., Securities Advertising, Marketing Communications, Compliance Audits, FINRA/SEC Advertising...
Education
Clark University 1990 — 1993
Bachelor of Arts (BA), Geography/History
The George Washington University 1989 — 1990
Geography
ADP April 2012 - Present
John Hancock Financial Services July 2011 - April 2012
New York Life May 2008 - July 2011
Fidelity Investments 2006 - 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 1992 - 2002
Skills
Marketing Communications, 401k, Financial Services, Internal Communications, Integrated Marketing, Strategic Communications, Marketing, Marketing Strategy, Strategic Planning, Business Planning, Budgets, Direct Mail, Segmentation, Customer Service, Research, Corporate Communications, New Business Development, Direct Marketing, Management
Education
Clark University 2006 — 2010
MBA, Marketing
University of Massachusetts, Amherst 1986 — 1990
BA, Economics
Franklin Templeton Investments April 2012 - Present
MassMutual Financial Group July 2011 - May 2012
Fidelity Investments April 2004 - July 2011
Fidelity Investments Tax Exempt Services Co. October 2001 - April 2004
Checkfree Corp January 2000 - October 2001
Fidelity Retirement Services Co January 1997 - December 1999
Skills
Strategic Planning, Operations Management, Product Development, Mergers, Customer Relations, Vendor Management, Call Center, Business Strategy, Change Management, Competitive Analysis, Process Improvement, CRM, Call Centers, Customer Service, Leadership, Marketing, Mergers & Acquisitions, Strategy, Mutual Funds, Financial Services, Relationship Management, Management, Retirement
Education
Clark University
Masters of Business Administration
Oklahoma State University
Xavier University
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
JPMorgan Chase & Co. March 2015 - Present
Fidelity Investments March 2014 - December 2014
Fidelity Investments June 2009 - February 2014
Fidelity Investments February 2007 - May 2009
Fidelity Investments March 2005 - January 2007
Fidelity Investments August 2003 - February 2005
Skills
Data Analysis, Process Improvement, Financial Analysis, Program Management, Software Project..., Analysis, Business Process..., Cross-functional Team..., Business Strategy, MS Project, Change Management, Competitive Analysis, Management, Product Management, Team Leadership, Business Development, Process Engineering
Education
Walden University 2013 — 2016
Doctor of Business Adminstration, International Business/Trade/Commerce
Clark University 2007 — 2011
MBA, Management, 3.67
University of Massachusetts Boston 1998 — 2001
Bachelor of Arts (B.A.), Computer Science
hubEngage January 2014 - Present
Mobinett Interactive, Inc. November 2010 - Present
Boston New Tech January 2011 - Present
Social Media Club Boston January 2011 - December 2013
Wowize, Inc. July 2010 - November 2010
Fidelity Investments (PWI) December 2005 - July 2010
Fidelity Investments December 2004 - December 2005
Fidelity Investments January 1999 - December 2004
Fidelity Investments May 1998 - January 1999
Covansys (C. W. Costello / CBSI) May 1996 - May 1998
Skills
Web Development, Social Media, Event Planning, Event Marketing, Social Media Marketing, Mobile Applications, Team Leadership, Systems Analysis, Software Development, Quality Assurance, Social Networking, Website Development, SEO, Solutions Marketing, Project Management, Process Improvement, Data Analysis, Requirements Analysis, User Interface Design, Public Speaking, New Business Development, SQL, Start-ups, Mobile Strategy, Mobile Marketing, Mobile Development, Mobile Technology, Android, Spanish, Enterprise Software, Web Applications, Entrepreneurship, CSS, Program Management, JavaScript, User Experience, PHP, Mobile Devices, E-commerce, Business Development, Agile Project Management, C#, Leadership, Facebook, Testing, Product Management, Java, Management, SaaS, HTML 5
Education
Founder Institute 2010 — 2010
Clark University 2003 — 2008
MBA, Management / Information Systems
Community College of Rhode Island 1995 — 1997
Certificate, Computer Programming
University of California, Santa Barbara 1990 — 1994
BA, Business Economics
Ernst & Young June 2007 - December 2009
Ernst & Young December 2005 - June 2007
Ernst & Young April 2004 - December 2005
Ernst & Young April 2000 - April 2004
Fidelity Investments October 1999 - April 2000
Fidelity Investments December 1998 - October 1999
FIDELITY TEMPWORKS September 1998 - December 1998
GERMAINE LAWRENCE INCORPORATED June 1997 - August 1998
Education
Clark University
Bachelor of Arts, Psychology, Human Services, and Spanish
Escola Graduada
Fidelity Investments September 2013 - Present
Fidelity Investments March 2009 - September 2013
Fidelity Investments 2007 - 2009
Fidelity Investments 2004 - 2007
Fidelity Investments 2001 - 2004
Fidelity Investments 1999 - 2001
Fidelity Investments 1999 - 1999
Fidelity Investments 1998 - 1999
Skills
CRM, Business Analysis, Financial Services, Series 7, Management, Leadership, Strategy, Team Leadership, Program Management
Education
Merrimack College 2004 — 2004
Certificate in Project Management, Project Managment
Clark University 2000 — 2002
MBA, Business
Roger Williams University 1994 — 1998
BS, Accounting - Minor Finance
Leominster High 1990 — 1994
Applause January 2014 - Present
Applause December 2011 - January 2014
uTest January 2009 - December 2011
Fidelity Investments February 2007 - December 2011
Fidelity Investments March 2007 - October 2011
Fidelity Investments September 2003 - March 2007
Heritage Property Investment Trust October 2002 - August 2003
Skills
Quality Center, Advanced Query Tool..., XML Spy, Control-M, SQL, XML, HTML, DHTML, CSS, JavaScript, Visual Basic, UML, Microsoft: Office..., ArcGIS, ArcObjects, Android, SharePoint, Software Project..., Atlassian JIRA, Salesforce.com, Mobile Applications, Software Testing Life..., iOS, Quality Assurance, Test Planning, Manual Testing, System Testing, Software Documentation, Access, Software Quality..., Agile Project Management, Requirements Analysis, Process Improvement, Project Management, Regression Testing, Agile Testing, SDLC, Agile Methodologies, Functional Testing, Test Management, Project Delivery, Resource Management, Exploratory Testing, Microsoft SQL Server, Oracle PL/SQL..., Profit Margins, Data Management, Six Sigma, Google Docs, JAD
Education
Penn State University 2007 — 2008
Graduate Certificate, Geographic Information Systems
Clark University 2004 — 2008
MBA, Management Information Systems
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Science, Sport Management
Leominster High School 1994 — 1998
High School Diploma
Fidelity Investments October 2007 - Present
Fidelity April 2001 - October 2007
Fidelity Investments April 1998 - April 2001
Fidelity Investments February 1997 - April 1998
ARMATRON INTERNATIONAL INC. December 1995 - February 1996
Skills
SDLC, Requirements Analysis, User Acceptance Testing, Release Management, Software Development, Program Management, Testing, Unix, JIRA, COBOL, Unix Shell Scripting, Technical Support, Agile Methodologies, Visio, Systems Analysis, SharePoint, Software Documentation, Waterfall, Requirements Gathering
Education
Clark University 1998 — 1999
Certification, Windows NT Administration
Salem State University 1988 — 1994
BS, Accounting
Melrose High School 1985 — 1988
HS Diploma
Genzyme July 2010 - Present
TJX January 2010 - August 2010
CVS Caremark Corporation January 2007 - October 2009
EMC August 2004 - December 2006
Fidelity Investments September 1996 - August 2004
Skills
Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Project Management, PMP, Vendor Management, Quality Assurance, SharePoint, Business Process, Testing, Management, Business Requirements, Cross-functional Team..., Strategy, Process Improvement
Education
Clark University 2003 — 2003
Certificate in Visual Communications, Web Design
Worcester Polytechnic Institute 1987 — 1989
Masters in Management Science, Business and Information Management
Clark University 1982 — 1986
BA, Business Management
Medical Bill Support, LLC July 2010 - Present
www.boldergiving.org May 2008 - February 2010
Charles River Public Internet Center 2005 - 2006
Volunteer Tech Corps 2004 - 2005
Empowered PC, Inc. June 2000 - June 2003
Fidelity Investments 1996 - 1999
Harte-Hanks Data Technologies 1994 - 1996
Skills
Technical Support, Training, Software Project..., Negotiation, Healthcare, Non-profits, Problem Solving, Public Relations, System Administration, Access, Software Documentation, Databases, Public Speaking, Cross-functional Team..., Leadership, Customer Service, Social Media, Community Outreach, Marketing, Project Management, Data Analysis, Human Resources, Insurance, Management, Entrepreneurship, Nonprofits, Research, Start-ups, Team Leadership
Education
Clark University 1973 — 1977
B.A.
Northeastern University
MS
EMC January 2014 - Present
EMC August 2011 - December 2013
Mercer Outsourcing August 2008 - August 2011
Mercer Outsourcing June 2007 - July 2008
Fidelity Investments September 2005 - May 2007
Fidelity Investments December 2004 - August 2005
Skills
Vendor Management, Testing, SQL, Product Management, Marketing, Management, Business Process, Client Services, Integration
Education
Clark University 2009 — 2012
Masters, Business Administration, Marketing
Seton Hall University - South 1999 — 2003
Bachelor of Science, Business Administration
FedEx Express March 2011 - Present
Resource Partners, NA December 2010 - March 2011
Pegasystems March 2009 - April 2010
Fidelity Investments September 2007 - February 2009
Liberty Mutual Insurance September 2000 - July 2007
Liberty Mutual Insurance October 1997 - August 2000
Conn, Kavanaugh, Rosenthal, Peisch & Ford, LLP December 1996 - August 1997
Day, Berry & Howard LLP September 1995 - November 1996
Taylor, Anderson & Travers, LLP September 1991 - August 1995
The New England June 1989 - September 1991
Education
Clark University 2002 — 2004
Certificate, Web Design
Katharine Gibbs School (now Gibbs College) 1987 — 1989
Associates, Secretarial Arts
EMC Corporation March 2011 - Present
New Venture Realty, LLC April 2010 - Present
Fidelity Investments June 1999 - March 2011
Digital Equipment Corporation January 1998 - January 1999
Skills
Information Storage..., Cloud Infrastructure..., EMC Data Domain..., Unix, Data Center, VMware, Disaster Recovery, Solaris, AIX, Business Analysis, Vendor Management, Servers, Technical Support, Sellers, Veritas Cluster Server, Program Management, Investment Properties, Project Management, ITIL, Real Estate, Process Improvement, Linux, System Administration, Integration, Virtualization, High Availability, SDLC, Windows
Education
Clark University 2000 — 2002
MBA, Business Administration
University of Massachusetts, Amherst 1992 — 1998
BS, Mechanical Engineering
Fidelity Investments September 2008 - August 2014
Ropes & Gray September 2007 - September 2008
PricewaterhouseCoopers 2003 - 2007
Skills
Marketing, Strategy, Leadership, Project Management, Marketing Strategy, Event Management, Professional Services, Strategic Planning, Business Development, Management, Integrated Marketing, Corporate Communications, Market Research, Financial Services, Social Media Marketing, Competitive Analysis, Strategic Communications, Business Strategy, Budgets, Proposal Writing, Content Development, Marketing Communications
Education
Clark University 1985 — 1987
MBA, Finance
University of Massachusetts, Amherst 1981 — 1985
BS, Biochemistry
MicroGroup December 2013 - Present
David Klinkhamer Photography 2003 - Present
Biodirect, Inc. May 2013 - November 2013
Biodirect, Inc. November 2009 - April 2013
Allstate Insurance May 2009 - August 2009
Simon Pearce May 2006 - October 2008
ICA Realty August 2005 - May 2006
Fidelity Investments September 1999 - May 2003
Compaq December 1998 - September 1999
Digital Equipment Corp February 1980 - September 1999
Skills
Customer Service, Marketing, Security, Graphic Design, Sales Management, Photoshop, Photography, iPad, iPod Touch, Fine Art Photography, Travel Photography, Wildlife Photography, Nature Photography, MS-DOS, Networking, CRM, Software Documentation, Medical Devices, Qualifying Prospects, Territory Growth, Lifesciences, Biotechnology Industry, Cold Calling, Email Marketing, Critical Thinking, Management, Competitive Analysis, Leadership, Troubleshooting, Sales, Biotechnology, Sales Operations, Salesforce.com, Sales Presentations
Education
Worcester State College
English Language and Literature, General
Mount Wachusett Community College
Graphic Design
Clark University
Business Administration and Management, General
Atlantic Uniion College
Writing, General
University of Massachusetts, Amherst
Ecology
Fidelity Investments August 2012 - Present
Fidelity Investments June 2011 - August 2012
Hanover Insurance August 2008 - March 2011
The Hanover Insurance Group March 2004 - August 2008
The Hanover Insurance Group August 2003 - March 2004
Allmerica Financial November 1993 - August 2003
Liberty Mutual June 1990 - November 1993
Skills
Process Improvement, Leadership Development, Talent Management, Program Management, Organizational..., Training, Leadership, Coaching, Onboarding, Performance Management, Succession Planning, Human Resources, Employee Training, Executive Coaching, Career Development, Management Development, Budgets, Educational Leadership, Instructional Design, Operations Management, Project Management, Strategy, Talent Acquisition
Education
Clark University 1986 — 1990
Schreiber 1983 — 1986
HS
Fidelity Investments January 2011 - Present
Fidelity Investments February 2009 - January 2011
Fidelity Investments December 2007 - January 2009
Fidelity Investments October 2007 - July 2008
Fidelity Investments March 2006 - September 2007
Skills
401k, Investments, Product Management, Investment Products, Product Marketing, Reporting & Analysis, Defined Benefit, Process Improvement, Workflow Design, Procedure Analysis, Client Service, Asset Allocation, System Testing, Defined Contribution, Relational Databases, Risk Management, Microsoft Office, Microsoft Excel, Hyperion Reports, Microsoft Word, Adobe Acrobat, Building Relationships, Template Creation, ERISA, FINRA, Data Feeds, Access Database, VBA, SQL, HTML, Sametime
Education
Clark University 2012 — 2016
Master of Business Administration (MBA), Finance, 3.87
Skidmore College 2001 — 2005
B.S., Business Management, 3.23
Coventry High School 1997 — 2001
NEPC September 2006 - Present
Fidelity Investments 2004 - 2006
Fidelity Investments 2004 - 2006
Skills
Investments, Mutual Funds, Financial Services, Asset Management, Alternative Investments
Education
University of Massachusetts, Amherst
The University of Massachusetts at Amherst - Isenberg School of Management, Finance and Financial Management Services
Clark University
Master of Business Administration (MBA)
Fidelity Investments August 2008 - Present
Fidelity Investments July 2004 - July 2008
Fidelity Investments January 2002 - June 2004
Fidelity Investments April 2000 - December 2001
Fidelity Investments March 1999 - March 2000
Fidelity Investments September 1997 - February 1999
Skills
Program Management, Software Development, Budgets, Cloud Computing, Process Improvement, Project Management, SDLC, Vendor Management, Enterprise Software, Analysis, IT Strategy, Software Project..., Requirements Analysis, PMP, Business Analysis
Education
Bentley University McCallum Graduate School of Business 1996 — 2001
Master of Science, Computer Information Systems
Clark University 1989 — 1994
Bachelor of Arts, Environmental Science; Math and Biology
Fidelity Investments October 2011 - Present
Fidelity Investments April 2007 - September 2011
Fidelity Investments December 1998 - April 2007
Skills
Financial Services, PMP, PMO, Business Case, Investments, Market Research, Budgets, Relationship Management, Vendor Management, Project Portfolio..., Business Process..., Project Delivery, Business Analysis, Asset Allocation, Visio, RFP, Business Requirements, Analytics, Program Management, Waterfall
Education
Clark Univeristy Graduate School of Management 2008 — 2012
MBA, Finance
Clark University 1994 — 1998
Bachelor of Business Administration (B.B.A.)
The University of Stirling 1996 — 1997
Mathematics, Corporate Finance
Roche July 2015 - Present
Constant Contact September 2011 - Present
E.P.M July 2009 - May 2010
Mercer July 2007 - July 2009
Fidelity Investments 1997 - 2002
Skills
Data Analysis, SQL, Business Intelligence, Databases, SDLC, Visio, Business Analysis, HTML, Requirements Analysis, Java, Software Documentation, Program Management, Windows, Team Leadership, Analysis, Troubleshooting, Microsoft Office, Business Process..., Leadership, Management
Education
Clark University 1994 — 1996
Certification, Client / Server technology
Rose Real Estate August 2015 - Present
Fidelity Investments January 2015 - Present
TraceLink February 2014 - October 2014
ByAllAccounts October 2012 - December 2013
Visible Technologies September 2011 - June 2012
Vestmark May 2010 - August 2011
Eagle Investment Systems February 2008 - May 2010
Fidelity Investments August 2003 - February 2008
Fidelity Investments May 2007 - January 2008
Fidelity Investments May 2006 - May 2007
Skills
Team Leadership, Microsoft Office, Customer Relations, Change Management, Problem Solving, Team Building, Account Management, Customer Service, Analysis, Production Support, Software Implementation, Financial Software..., Key Account Management, Customer Retention, Requirements Gathering, Performance Improvement, Project Management, Training, Start-ups, Integration, CRM, Portfolio Management, Management, Process Improvement, Business Analysis, SaaS, Business Development, Enterprise Software, Financial Services, Project Planning, Consulting
Education
Suffolk University - Sawyer School of Management 2004 — 2007
Masters, MBA
Salem State University
Bachelors, Accounting/Economics
Clark University
Certificate, Windows Networking
Pope John XXIII Central High School
High School Diploma, College Prep
Fidelity Investments 2009 - Present
Fidelity Investments 2004 - 2006
Day, Berry & Howard LLP (n/k/a Day Pitney LLP) 2000 - 2001
Skills
Executive Level..., Human Resources, Talent Acquisition, Project Coordination, Meeting Planning, Team Building, Highly detail oriented, Financial Services, Recruiting, Organizational..., Onboarding
Education
Clark University
Bachelor of Arts (B.A.), Psychology
Retired January 2015 - Present
Fidelity Investments January 2014 - Present
Fidelity Investments January 2012 - December 2013
Fidelity Investments August 2009 - December 2011
Fidelity Investments December 2006 - July 2009
Fidelity Investments, Corporate Finance June 2004 - December 2006
TecnikS March 2003 - May 2004
ACIS January 1998 - December 2002
AltaVista Internet Software May 1996 - December 1997
Digital Equipment Corporation July 1983 - April 1996
Skills
Software Design, Team Leadership, Financial Reporting, Offshore, Agile, Data Warehousing, Databases, Software Development, Architecture, Business Intelligence
Education
Clark University 1982 — 1986
MBA
Colgate University 1973 — 1976
BA
Deloitte November 2014 - Present
State Street June 2011 - November 2014
Fidelity Investments July 2009 - March 2011
Fidelity Investments October 2007 - July 2009
Fidelity Employer Services Company (FESCo) May 2005 - 2007
Fidelity Investments February 2001 - May 2005
MotherNature.com May 1999 - November 2000
CSC Index December 1993 - August 1998
Nielsen Marketing Research March 1992 - November 1993
Deloitte & Touche October 1985 - March 1992
Skills
Strategic Planning, Change Management, Financial Services, Human Resource Planning, Organizational Design, Relationship Management, Vendor Management, Management Consulting, Analytics, Mergers, Process Improvement, Leadership, Program Management, Strategy, Oracle E-Business Suite, Cross-functional Team..., Oracle BI EE, Mergers & Acquisitions, OBIEE, Business Analytics, Management, Consulting
Education
Amos Tuck School of Business, Dartmouth College 1980 — 1982
MBA, Finance and Marketing Strategy
Clark University 1976 — 1980
BA, Economics & Sociology
Bentley University January 2013 - Present
Fidelity Investments October 2006 - December 2012
Citizens Bank February 2006 - October 2006
Staples, Inc. January 2005 - July 2005
Hebrew Rehabilitation Center for the Aged December 2004 - January 2005
United Parcel Service December 2003 - August 2004
Genta Incorporated March 2002 - December 2003
Total Tec Systems Inc. June 2001 - March 2002
Aptegrity Inc, January 2000 - June 2001
Loftware August 1998 - June 1999
Skills
Active Directory, Powershell, Network Administration, ITIL, Facility Start-up, Infrastructure, VMware Infrastructure, Infrastructure Security, Powershell Trainer, DNS, Data Center, Disaster Recovery, Enterprise Architecture, Microsoft Exchange, Group Policy, Servers, VMware, Virtualization, Windows, Windows Server, Citrix, Integration, Network Security
Education
Clark University 1981 — 1985
BS, Computer Science, History
Fidelity Investments June 2015 - Present
MassMutual Financial Group January 2013 - May 2015
The Hartford December 2008 - December 2012
Old Mutual Asset Management March 2007 - November 2008
Fidelity Investments May 2005 - March 2007
Skills
ERISA, 401k, Financial Services, Retirement
Education
Clark University 2006 — 2009
MBA, Management
Worcester Polytechnic Institute 1999 — 2003
B.S., Management Information Systems
Markit Group May 2010 - Present
Market Data Services Limited April 2009 - April 2010
Overbrook Management Corporation November 2007 - March 2009
Fidelity Investments 2004 - 2006
Skills
Investments, Bonds, Structured Finance, Cash Flow, Fixed Income, Financial Modeling, Valuation, Capital Markets, Financial Analysis, Due Diligence, Economics, Credit, Analysis, Asset Management, Excel, Credit Analysis, Research, DCF, ABS, Private Equity, Hedge Funds, Financial Markets, Securities, Securitization, Pricing, Alternative Investments, Structured Products, PowerPoint, Microsoft Excel, Finance
Education
Fordham University 2007 — 2009
MBA
Fordham Gabelli School of Business 2007 — 2008
MBA
Clark University 2000 — 2004
BA
Fidelity Investments July 2015 - Present
John Hancock Financial Services March 2014 - July 2015
Independent Consultant January 2010 - March 2014
Fidelity Investments February 2006 - June 2012
Fidelity Investments June 2006 - February 2007
Fidelity Investments July 2004 - June 2006
Fidelity Investments April 2003 - June 2004
Fidelity Investments February 2001 - April 2003
Fidelity Investments March 2000 - February 2001
Skills
Coaching, Leadership Development, Customer Service, Team Building, Public Speaking, Process Improvement, Strategic Planning, Wellness, Personal Development, Leadership, Small Business, Entrepreneurship, Executive Coaching, Project Management, Business Analysis, Team Leadership, Training, Marketing Communications, Market Analysis, Marketing Strategy, Job Coaching, Social Media, Business Strategy, Coaching Staff, New Business Development, Business Coaching, Organizational...
Education
Clark University 2000 — 2004
MBA, Business Administration and Management, General
Institute for Professional Excellence in Coaching 2011 — 2012
Certified Professional Coach, Goal Setting and Achievement
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Business Administration, Marketing
University of Massachusetts, Amherst 1995 — 2000
Bachelor of Arts, Psychology
Robbins Madanes Strategic Interventionist 2012 — 2012
Certified Strategic Interventionist, Coaching
Fidelity Investments December 2014 - Present
Fidelity Investments August 2007 - Present
Merrill Lynch July 2006 - August 2007
E*Trade Financial 2004 - 2005
Etrade Professional 2003 - 2005
E*Trade Professional 1999 - 2005
E*Trade 1999 - 2004
E*TRADE Professional Trading 1999 - 2004
Tradescape 1999 - 1999
Heartland Securites, LLC 1994 - 1999
Skills
Series 7, Series 63, Equities, Securities, Trading, Series 24, Series 55
Education
University of Hartford 1992 — 1994
MS, Professional Accounting
Clark University 1988 — 1992
Fidelity Investments 2006 - 2013
Fidelity Investments 1999 - 2006
Skills
Project Management, Financial Reporting, Mentoring, MS Office, FAME, Sybase, Fund Accounting, Performance Attribution, Business Analysis, Investment Performance, Unix Operating Systems, Global Relationship..., Bloomberg, Equities, Investment Banking, Management, Testing, Valuation, Process Improvement, Financial Services
Education
Clark University 1997 — 1999
Master of Business Administration (M.B.A.), Management Information Systems, General
Clark University 1990 — 1994
Bachelor of Arts (B.A.), Economics and Business Administration
Fidelity Investments November 2005 - Present
Fidelity Investments 2000 - 2008
LEASECOM 1996 - 1999
Education
Clark University 2001 — 2004
MBA, MIS
Framingham State University 1992 — 1996
State Controllers Office July 2014 - Present
Aardvark June 2013 - March 2014
Department of Rehabilitation April 2009 - March 2013
The Valley Spa August 2004 - December 2008
Fidelity Investments April 2007 - December 2007
Fidelity Investments April 2000 - July 2004
Renaissance Worldwide (contract at Fidelity Investments) January 1997 - March 2000
J. Baker, Inc August 1991 - January 1997
Skills
COBOLII, CICS, JCL, VSAM, DB2, SQL, HTML, XML, Visual Basic, SQL Server Management..., Visual Studio, Project Management, Software Development, Software Quality..., Production Support, Programming, Mainframe, Team Management, COBOL
Education
Clark University 1996 — 1996
Certificate, Client Server Applications Development
Quincy College 1985 — 1990
Certificate, Computer Science
Fidelity Investments Site Sales CoordinatorFidelity InvestmentsSeptember 2013 - Present
Skills
Series 7, Microsoft Excel, Retirement Planning, Retirement, Series 63, Strategic Financial..., Mutual Funds, Fixed Income, Series 65, Financial Advisory, Financial Planners, Financial Planning
Education
Clark University 2002 — 2005
Master of Business Administration (MBA)
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Finance, General
Russo Development December 2012 - Present
Russo Development May 2009 - December 2012
Fidelity Investments May 2002 - May 2009
American Management Systems (AMS) August 1999 - May 2002
PECO Energy June 1998 - August 1999
Skills
Project Planning, Cross-functional Team..., Project Management, Contract Negotiation, Real Estate, Strategic Planning, Budgets, Construction, SDLC, Construction Management, Analysis, Management, CRM, Real Estate Development, Process Scheduler, Software Documentation, Vendor Management, Process Improvement
Education
Clark University 2002 — 2006
Masters in Business Administration (MBA), Management and MIS
Lafayette College 1994 — 1998
Bachelor of Science, Mechanical Engineering
Fidelity Investments
Skills
Marketing Communications, Social Media, Marketing, Public Relations, Marketing Strategy, Digital Marketing, Advertising, Integrated Marketing, Email Marketing, Direct Marketing, Social Media Marketing, Competitive Analysis, Online Marketing, Lead Generation, Strategy, Leadership, Project Management, Strategic Planning
Education
Clark University 1994 — 2001
MBA, Marketing
Providence College 1985 — 1989
Fidelity Investments January 2012 - Present
Fidelity Investments February 2007 - January 2012
Fidelity Investments May 2006 - February 2007
Fidelity Investments September 2005 - May 2006
Fidelity Investments May 2003 - September 2005
Fidelity Investments April 2002 - May 2003
Fidelity Investments July 2000 - April 2002
Fidelity Investments July 1999 - July 2000
Skills
Quality Control, Quality Management, Quality System, Data Quality, Pensions, Process Improvement, Quality Assurance, Risk Management, Defined Benefit, Business Analysis, Six Sigma, Actuarial Science, SDLC, Employee Benefits, Outsourcing, Project Management, Project Portfolio..., Visio, PMP, Microsoft Excel, Access
Education
Clark University 2010 — 2013
MBA, Management / Management Information Systems, 3.98 / 4.0
Union College 1995 — 1999
BS, Mathematics/Economics
Bishop Maginn High School 1991 — 1995
Fidelity Capital Markets August 2006 - August 2013
Fidelity Investments December 2005 - August 2006
Institutional Shareholder Services February 2003 - December 2004
Fidelity Investments October 2001 - September 2002
Redwood Investment Systems May 2000 - September 2000
Se February 1999 - May 2000
Fidelity Investments August 1996 - February 1999
Fidelity Investments August 1995 - August 1996
Skills
Fixed Income, Series 63, Research, Investments, Microsoft Office, Securities, Equities, Leadership, Market Research, Bloomberg, Risk Management, Microsoft Excel, PowerPoint, Finance, Project Management
Education
Hult International Business School 2013 — 2015
Master of Business Administration (MBA)
Clark University 1989 — 1993
BA, Psychology
Fidelity July 2004 - Present
Fidelity Investments July 2001 - June 2003
Fidelity Investments August 1999 - June 2001
Addison Wesley August 1997 - June 1999
Keane Inc November 1996 - July 1997
CBSI March 1995 - October 1996
CBSI November 1992 - December 1994
Skills
Project Management, Systems Analysis &..., Brainstorm Facilitation, Requirements Gathering, Agile Methodologies, Finance, R
Education
CFA 2008 — 2011
Passed CFA Level 3, CFA
Clark University 2003 — 2006
Master of Business Administration (MBA), Finance, General
A.C College of Engineering 1979 — 1984
Bachelor's degree, Electrical and Electronics Engineering, First Class with Distinction
Farrell Dolan Associates January 2007 - Present
Fidelity Investments January 2003 - December 2006
Fidelity Investments Life Insurance Company May 1992 - January 2003
Skills
Mutual Funds, Retirement Planning, Retirement, Investments, Strategy, Insurance, Asset Allocation, Wealth Management, Fixed Annuities, Financial Advisory, Financial Services, Asset Management, Strategic Financial..., Risk Management, Estate Planning, Financial Analysis, Finance, Executive Management, Series 63, Banking, Series 7, Investment Advisory, Investment Strategies, Alternative Investments, Securities, Guaranteed Lifetime..., 401k
Education
College for Financial Planning 1990 — 1992
Certified Financial Planner (CFP)
Clark University 1973 — 1976
MBA, Marketing
U.S. Marine Corps 1969 — 1972
Officer
Mount St. Mary's University 1965 — 1969
B.S., Economics
Fidelity Investments July 2014 - Present
Skills
Integration, Agile Methodologies, Virtualization, Software Development, Solution Architecture, Enterprise Architecture, C#, VMware, Cloud Computing, Architecture, Disaster Recovery, Requirements Analysis, Data Center, Project Management, AJAX, Unix, ITIL, Solaris, High Availability, SDLC, Perl, VDI, Remote Desktop, Storage Solutions, Architectures, Windows Server
Education
University of Rhode Island 1996 — 2000
BS, Computer Engineering
Clark University
MBA, Management
CVS Caremark Corporation April 2014 - Present
Acquia August 2013 - April 2014
The Hanover Insurance Group November 2011 - June 2013
Fidelity Investments 2006 - 2011
Skills
Financial Analysis, Analysis, Insurance, Access, Risk Management, Data Analysis, Financial Modeling, Process Improvement, MS Excel Pivot Tables, Property & Casualty..., Business Analysis, Strategic Financial..., Essbase, Data Modeling, Retirement, Microsoft Excel, Finance, Analytics, Forecasting, Strategy, Business Process...
Education
Clark University 2010 — 2015
Master of Business Administration (MBA), Dual Concentration: Finance and Management
Plymouth State University 2000 — 2004
BS, Mathematics
Fidelity Investments October 2011 - Present
Heidrick & Struggles January 2008 - September 2011
Fidelity Investments May 2005 - January 2008
Skills
Recruiting, Equities, Fixed Income, Investments, Asset Allocation, Networking, Hedge Funds, Financial Modeling, Capital Markets, Portfolio Management, Bloomberg
Education
Clark University 2003 — 2005
MBA, Management
Trinity College-Hartford 1996 — 2000
BA, Art History
MassMutual Financial Group April 2015 - Present
Fidelity Investments October 2002 - April 2015
Skills
Defined Benefit, Process Improvement, Retirement, Financial Services, ERISA, 401k, Defined Contribution, Employee Benefits
Education
Western New England College School of Law 2006 — 2009
JD, Concentration in Estate Planning
Clark University 2001 — 2004
MBA, Management
Hill-Rom September 2014 - Present
Naveo Credit Union, Formally CPCU Credit Union November 2010 - September 2014
Sapphire Technologies for TJX Companies (Contract Work) October 2010 - November 2010
AVID Technical Resources for Harvard University - Contract Work June 2010 - July 2010
Marchon Partners for Bank of America January 2010 - May 2010
ProActive Business Solutions September 2009 - November 2009
ERI DBA Career Source July 2003 - December 2008
Darwin Partners for G.E. Medical Systems August 2002 - December 2002
Converge November 2000 - October 2001
Fidelity Investments November 1998 - October 2000
Skills
Disaster Recovery, Windows Server, Active Directory, Servers, Networking, Troubleshooting, Windows XP, DHCP, VPN, Application Support, Project Management, Technical Support, Security, Disaster Recovery..., IT Budget..., IT Audit/Compliance..., IT Project Management..., Laptop/Desktop/ PDA..., Network Troubleshooting..., PC, Server, Peripheral..., - QA/QC of Computer..., - Staff & Customer..., - Technical Document/..., - Vendor Management, - Video Surveillance..., - VOIP Phone..., - Windows Server..., Switches, System Deployment, Information Technology, Microsoft Exchange, Management, Hardware
Education
New Horizons Computer Learning Center 2013 — 2013
Certificate, Microsoft Course 20687BC - Configuring Windows® 8
New Horizons Computer Learning Center 2009 — 2009
MCP, Microsoft Systems Administator Courses
Clark University 2002 — 2002
Master Certificate, PC Services and Support
University of New Hampshire 1989 — 1995
B.S in Water Resource Management, Minor in Biology, Water Resource Management
Medtronic June 2013 - Present
Fidelity Investments 2004 - June 2012
Fidelity Investments 2001 - 2004
Fidelity Investments 1999 - 2001
Fidelity Investments 1996 - 1999
Investors Bank & Trust 1992 - 1995
Skills
Brio Query, Mutual Funds, Bloomberg, Securities, Business Analysis, 401k, Metrics, Requirements Gathering, Pensions, Investments, Retirement, Hyperion Enterprise
Education
Stonehill College 1988 — 1992
Managerial Economics, Economics, Finance
Clark University 2000 — 2000
Client Server Programming and Web Development Certificate
Brockton High School
Fidelity Investments April 2003 - Present
Fidelity Investments April 2001 - April 2003
Fidelity Investments July 1998 - April 2001
Education
Clark University 2000 — 2007
MBA, Management
Stonehill College 1992 — 1996
BA, Psychology
Oliver Ames High School 1988 — 1992
Covidien December 2013 - Present
Covidien March 2010 - December 2013
Fidelity Investments February 2008 - March 2010
Fidelity Investments August 2006 - February 2008
Fidelity Investments February 2005 - August 2006
Fidelity Investments March 2004 - February 2005
Fidelity Investments February 2002 - March 2004
Skills
Process Improvement, Strategy, Six Sigma, Project Planning, Management, Team Leadership, Sales, Insurance, Leadership, Cross-functional Team..., Risk Management, Testing, Program Management, Strategic Planning, Call Centers, Project Management, Employee Benefits, Vendor Management, Financial Services, Change Management, Business Analysis, Operations Management, Business Process..., Series 7
Education
Clark University 1999 — 2004
MBA, Finance
Fairfield University 1991 — 1995
BS, Finance
Bishop Feehan High School 1987 — 1991
High School
Fidelity Investments July 2010 - Present
Fidelity Investments January 2007 - Present
Education
Clark University 2006 — 2011
MBA
UMass Dartmouth 2000 — 2004
Business, Finance
Consultant June 2009 - Present
Fidelity Investments May 2003 - January 2004
Union Planters Bank October 2002 - May 2003
Fidelity Investments 2000 - 2002
CVS Pharmacy 1998 - 2000
Panametrics Inc. 1997 - 1998
Skills
Data Warehousing, ETL, SQL, SDLC, Unix Shell Scripting, PL/SQL, Agile & Waterfall..., Business Intelligence, Data Modeling, Enterprise Architecture, Agile Methodologies, Databases, Unix, Shell Scripting, Oracle
Education
Pune University 1990 — 1994
B.S., Electrical Engineering
Clark University
Client/Server Technology
Fidelity Investments January 2012 - Present
Fidelity Investments May 2010 - Present
Bank of America June 2009 - May 2010
Jaec's September 2002 - April 2009
Fidelity Investments January 2007 - September 2007
Equipment Edge.com November 2001 - March 2002
Beacon Residential Managment March 1999 - March 2001
Cambridge Reports June 1998 - March 1999
Givaudan Flavors May 1996 - May 1998
Education
Clark University 2001 — 2001
Master Certification, Client / Server Programming, Web Development
Florida Southern College 1991 — 1994
BS, Accounting
Fidelity Investments July 2006 - Present
Education
Worceser State College 2002 — 2006
Bachelor of Science (BS), Computer Science
Clark University
Master of Science (MS), Information Technology
ADP December 2014 - Present
ADP December 2011 - December 2014
Mercer September 2010 - December 2011
Winning Ways Golf Development February 2010 - September 2010
Fidelity Investments April 2007 - March 2009
Fidelity Investments March 2005 - February 2007
Fidelity Investments March 2003 - August 2005
Fidelity Investments July 2001 - March 2003
Skills
Integration, Visio, Analysis, Requirements Gathering, Management, Project Management, Software Documentation, Outsourcing, Leadership, Benefits Administration, Quality Assurance, CRM, Microsoft SQL Server, Human Resources, Customer Service, Access, Oracle, Negotiation, Process Improvement, Vendor Management, Employee Benefits, Requirements Analysis, Agile Methodologies, Databases, Business Analysis, SQL, Business Requirements, Program Management, Training
Education
Clark University 2004 — 2009
Masters, Business Administration; Global Business Management
Skidmore College 1997 — 2001
Bachelor of Arts, History
Bank of America September 2012 - Present
Bank of America June 2010 - January 2012
RBS Citizens Bank, NA September 2008 - May 2009
Fidelity Investments September 1998 - July 2007
State Street Bank June 1997 - July 1998
Fidelity Investments April 1996 - June 1997
Brown Brothers Harriman January 1995 - April 1996
The Shareholders Services Group (TSSG) / First Data 1992 - 1994
Fleet Bank 1981 - 1992
Skills
Risk Management, Process Improvement, Financial Risk
Education
Clark University 1994 — 1995
Certificate, Client Server
University of Rhode Island 1968 — 1990
BA, Economics and Business
St. Peter's Health Partners 2015 - Present
New York State Department of Health November 2014 - April 2015
NYSERDA June 2014 - November 2014
Fidelity Investments 2003 - 2008
Fidelity Investments 1997 - 2003
Fidelity Investments 1987 - 1988
Skills
Requirements Analysis, Software Documentation, Program Management, Disaster Recovery, Business Process..., Systems Analysis, Testing, Leadership, User Acceptance Testing, Analysis, SDLC, Access, Six Sigma, Management
Education
Clark University 1996 — 1996
Certificate, Client Server Technology
Fidelity Investments June 2011 - Present
Fidelity Investments August 2010 - June 2011
Putnam Investments 1997 - 2010
Education
Clark University 1976 — 1980
BA, Economics
Harvard University Extension
CAS, Software Engineering
NRS February 2012 - Present
W.A. Wilde October 2010 - August 2011
Whole Foods Markets February 2008 - September 2010
CITIZENS BANK – RI April 2007 - November 2007
L.L.Bean November 2006 - January 2007
Sapphire Technologies March 2006 - September 2006
Fidelity Investments December 2005 - March 2006
CIBER May 2004 - November 2005
Computer Merchants February 2004 - May 2004
DST TECHNOLOGIES, INC September 1999 - May 2003
Skills
COBOL, DB2, SQL, Programming, SQL Server, Application Development, Mainframe, Testing, Troubleshooting, Microsoft Office, Relational Databases, Databases
Education
Clark University
Massasoit Community College
Associates degree, Computer Science
SunTrust Bank June 2014 - Present
ING (acquisition from Citigroup / State Street) 2010 - December 2013
Wells Fargo June 2008 - September 2010
Wachovia, A Wells Fargo Company February 2006 - June 2008
Mooney Communications March 2002 - February 2006
Evergreen Funds June 1997 - March 2002
First Union July 1995 - June 1997
Fidelity Investments January 1994 - June 1995
Scudder Investments January 1990 - January 1994
Skills
Financial Services, Marketing Strategy, Retirement, Marketing, Direct Marketing, Strategy, Strategic Partnerships, Analytics, Integrated Marketing, Marketing Communications, Investments, Leadership, Management
Education
Clark University
MBA, Marketing
Vassar College
Bachelor of Arts, French
TJX November 2007 - Present
Self Employed Web Developer and Consultant July 2003 - November 2007
Tantasqua Regional School District August 2005 - August 2007
Fidelity Investments May 2000 - July 2003
Skills
HTML, SQL, Microsoft SQL Server, JavaScript, CSS, Databases, jQuery, Web Development, XML, OS X, MySQL, Omniture, Analytics, Google Analytics, SEO, Accessibility, Brightcove
Education
Clark University
Bachelor of Science (BS), Computer Science
Nichols College
Computer and Information Sciences, General