Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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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
Propeller September 2014 - Present
Conservation Services Group March 2011 - June 2014
Senterra Tech January 2009 - April 2009
University of Oregon Lundquist College of Business 2008 - 2009
Electronic Arts January 2008 - June 2008
Kaplan Financial February 2003 - August 2007
Fidelity Investments June 2000 - February 2003
Skills
Financial Analysis, Financial Reporting, Financial Planning, Operations Management, Financial Management, Operational Excellence, Market Research, Inventory Management, Microsoft SQL Server, SAP BI, Microsoft Office, Microsoft Project, SPSS, Visio, InDesign, Strategic Financial..., MS Project, Project Management, Business Development, Managerial Finance, Budgets, Management, Public Speaking, Social Media, Strategy, Program Management, Leadership, Process Improvement
Education
University of Oregon - Charles H. Lundquist College of Business 2007 — 2009
MBA, Finance, Operations & Strategic Management
Copenhagen Business School 2008 — 2008
Masters
Louisiana State University 1995 — 2000
BS, International Trade & Finance/Economics & French
Upside Partnership February 2014 - Present
First Round Capital May 2012 - February 2014
First Round Capital July 2008 - May 2012
Yahoo! Inc. April 2007 - July 2008
Yahoo! Inc. October 2004 - April 2007
Venture Strategy Partners II LP September 2001 - October 2004
Thomas Weisel Partners 1999 - July 2001
Fidelity Investments 1996 - 1999
Skills
Venture Capital, Start-ups, Strategic Partnerships, Corporate Development, Entrepreneurship, Strategy, Business Strategy, Private Equity, Angel Investing, Financial Modeling
Education
Cornell University 1992 — 1996
The Norfolk & Dedham Group® December 2013 - Present
The Providence Center September 2013 - December 2013
CW Financial Services LLC 2005 - December 2012
JPMorgan 2000 - 2005
Fidelity Investments 1997 - 2000
Cummins Engine Company 1992 - 1997
Xerox 1991 - 1992
Skills
Deferred Compensation, Human Resources, Employee Relations, Talent Management, Succession Planning, Personnel Management, Performance Management, Organizational..., Leadership Development, Employee Engagement, Executive Coaching, Compensation & Benefit, Talent Acquisition, Workforce Planning
Education
Cornell University 1989 — 1991
Masters, HR and Labor Relations
University at Albany 1983 — 1987
Bachelor of Science, Business Administration
Fidelity Investments June 2015 - Present
McCann Regan Campbell Ward July 2013 - June 2015
Digitell, Inc. June 2013 - August 2013
Syracuse University May 2013 - June 2013
Cornell University January 2013 - May 2013
Cornell Lab of Ornithology October 2010 - May 2013
Skills
Research, Spanish, User Experience, Data Analysis, OmniGraffle, User Experience Testing, User Research, Social Media, Wireframes, Marketing, Customer Service, SPSS, HTML, CSS, UX Research, Microsoft Excel, Pro Tools, PowerPoint, Mobile Interface Design, Microsoft Office, Research Design, Market Research
Education
Cornell University 2009 — 2013
Bachelor of Science (B.S.), Communication: Social Influence
Universidad de Sevilla 2012 — 2012
Communication, General
Butler, Shine, Stern & Partners April 2014 - Present
Warren Sheets Design October 2013 - March 2014
Fidelity Investments June 2012 - August 2012
Skills
Website Updating, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Adobe Illustrator, Text Editing, Editing, Public Speaking, Marketing Communications
Education
Connecticut College 2009 — 2013
Bachelor's degree, Art History
Fidelity Investments Tax Exempt Market August 2013 - Present
National Financial May 2005 - Present
Fidelity Investments May 2001 - May 2005
Fidelity Investments May 1999 - May 2001
Fidelity Investments May 1997 - May 1999
Fidelity Investments May 1995 - May 1997
Fidelity Investments November 1993 - May 1995
Fidelity Investments September 1992 - November 1993
Skills
Marketing, Marketing Strategy, Marketing Communications, Product Marketing, Marketing Management, Market Research
Education
UCLA Anderson School of Management 1990 — 1992
Master of Business Administration (MBA), 3.75
Cornell University 1982 — 1986
Bachelor of Arts (B.A.), Psychology
Portland State University School of Business Administration September 2014 - Present
Stargazer Enterprises October 2014 - Present
New Seasons Market August 2013 - February 2014
My Street Grocery November 2010 - February 2013
Portfolio 21 September 2011 - April 2012
Portfolio 21 June 2011 - September 2011
Tipping Bucket February 2011 - September 2011
Center for Global Leadership in Sustainability March 2010 - June 2011
Portland State University September 2009 - June 2011
Fidelity Investments August 2006 - June 2009
Skills
Strategic Planning, Financial Analysis, Analysis, Project Planning, Data Analysis, Research, Business Planning, Finance, Sustainability, Business Development, Leadership
Education
Portland State University - School of Business 2009 — 2011
MBA, Social Enterprise and Innovation
Connecticut College 2000 — 2004
BA, Economics
Fidelity Investments January 2015 - Present
Fidelity Investments February 2013 - December 2014
Fidelity Investments February 2012 - February 2013
Riverside Casino & Golf Resort November 2010 - December 2010
Merrill Lynch June 2010 - August 2010
Skills
Series 7, Series 63, Series 65, Life Insurance
Education
Cornell College 2007 — 2011
Bachelor, Economics and Business
Weigl Photography January 2014 - Present
Weigl Experience Solutions, LLC 2013 - Present
Pakachoag Music School of Greater Worcester 2010 - Present
BridgePoint Group, LLC 2011 - 2015
Weigl Associates 2009 - 2010
Fidelity Investments 1995 - 2009
Motorola 1992 - 1995
Digital Equipment Corporation 1981 - 1992
IBM 1979 - 1980
Skills
Product Management, Strategy, Customer Experience, Segmentation, CRM, Cross-functional Team..., Experience Design, Financial Services, Process Improvement, Business Analysis, Program Management, Marketing, Business Process, Event Photography, Defined Contribution, Management, Six Sigma, Product Marketing, SDLC
Education
Cornell University - Johnson Graduate School of Management 1980 — 1981
MBA
Cornell University 1977 — 1979
BSc
McGill University 1975 — 1977
Bloomberg Tradebook March 2015 - Present
Fidessa August 2011 - February 2015
Fidelity Investments June 2009 - August 2010
Brooklyn Veterinary Group May 2008 - August 2008
Skills
Financial Markets, Salesforce.com, Trading, Equities, Trading Systems, Electronic Trading, Bloomberg, Fixed Income, Series 7, Derivatives, Market Data, Hedge Funds, Capital Markets, Order Management, Options, Equity Trading, Financial Services
Education
Connecticut College 2007 — 2011
Bachelor of Science, Economics and Environemental Studies
MarketAnalyst Corp 2014 - Present
Bendigo Partners 2014 - Present
TiendaPago 2014 - Present
KEEPS America 2011 - 2014
Praxell 2007 - 2010
Praxell 2005 - 2007
E*TRADE Corporate Services 2000 - 2004
E*TRADE 2000 - 2000
Fidelity Investments 1999 - 2000
Fidelity Investments 1998 - 1998
Skills
Product Management, Start-ups, Customer Acquisition, P&L Management, SaaS, Business Development, Competitive Analysis, Banking, Executive Management, Leadership, Business Strategy, Business Planning, Financial Services, Strategy, Product Strategy
Education
MIT Sloan School 1990 — 1992
MBA
Cornell University 1981 — 1985
BS
Lincoln Financial Group November 2013 - Present
The SunStream Consulting Group 2008 - Present
The Concord Group Insurance September 2013 - November 2013
Lincoln Financial Group January 2011 - September 2013
Makibie October 2009 - July 2010
Fidelity Investments November 2005 - November 2008
Lincoln Financial Group November 2002 - October 2005
Amherst Technologies May 1998 - January 2002
Friot's Water Treatment 1988 - 1990
United States Marine Corps 1984 - 1988
Skills
Business Analysis, Process Improvement, Requirements Analysis, Analysis, Quality Assurance, Problem Solving, Agile, Program Management, Customer Relations, Vendor Relations, Agile Methodologies, Customer Service, Visio, Business Process..., Business Process, Security, Leadership, Training, Cloud Computing, Project Management, Business Development, CRM, Strategy, SharePoint, Management
Education
Franklin Pierce University 2014 — 2017
Master of Business Administration (M.B.A.), MBA-Leadership
University of Virginia - Darden Graduate School of Business Administration 2013 — 2013
Foundations of Business Strategy - 6 week course of study, Completed
Cornell University 2012 — 2013
Certificate Program in Project Leadership, Project Management, 100% Completed
PMI 2012 — 2013
PMP Material Study
Purdue University 2006 — 2006
Certificate, Napoleon Hill PMA class
University of New Hampshire 1995 — 1998
BA, Geography / Business
Keene State College 1992 — 1995
Associate's Degree, Business Administration and Management, General
USMC 1984 — 1988
4 Years, Infantry Training, Specialized Security Forces
Groton-Dunstable 1979 — 1984
H.S., General
Cornell Consulting Club September 2014 - Present
StreetSavvy April 2015 - Present
Cornell Data Science Club September 2014 - September 2015
Fidelity Investments May 2015 - August 2015
Apex Capital Fund September 2014 - January 2015
Rate It Green May 2014 - August 2014
Energy Points June 2013 - August 2013
Samsung July 2013 - July 2013
National Grid July 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Java, Microsoft Word, Social Media, CRM, Policy Analysis, Start-ups, Analysis, Leadership, Energy Efficiency, CSS, Mathematica, Hindi, HTML, Analytics, JavaScript, C++, Energy Policy, Photoshop, Spanish, Insightly, Databases, Management, SQL, jQuery, Android, JDBC, AngularJS
Education
Cornell University 2014 — 2018
Bachelor of Science (BS), Computer Science & Dyson Business Minor
Massachusetts Academy of Math and Science at WPI 2012 — 2014
High School Diploma, 4.0
Fidelity Investments October 2011 - Present
Cobridge Communications September 2010 - August 2011
Charter Communications October 2005 - September 2010
Sprint November 2001 - September 2005
Sprint July 1999 - September 2001
Data Downlink Corporation (now Alacra) May 1998 - August 1998
Georgetown University Medical Center June 1996 - August 1997
Belle Isle World Wide Web Services August 1995 - August 1997
Georgetown University Medical Center October 1994 - May 1996
Battle of Normandy Foundation June 1993 - October 1994
Skills
Marketing Management, Customer Loyalty, CMO, Online Marketing, Marketing Strategy, Direct Marketing, Loyalty Programs, Loyalty Program..., Social Media Marketing, E-commerce, Email Marketing, Product Marketing, Product Management, Product Development, Product Launch, Executive Management, Brand Development, Corporate Branding, Brand Communication, Company Branding, Brand Equity, Operational Excellence, Operations Management, Non-profits, Non-profit Marketing, Project Planning, Project Implementation, Project Portfolio..., Cross, Integrated Marketing, Marketing, Strategic Planning, Cross-functional Team..., Competitive Analysis, Analytics, Market Research, Segmentation, Start-ups, Marketing Communications, Leadership, SEM, Program Management, Customer Acquisition, SEO, CRM, Customer Retention, Multi-channel Marketing, Telecommunications, Strategy, P&L Management
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
Cornell University
BA
Andover High School
Diploma
Donaghy Consulting January 2010 - Present
Fidelity Investments August 2005 - December 2009
Kmart Corporation October 1999 - April 2002
Skills
Banking, Commercial Banking, Investments, Investment Banking
Education
University of New Haven 2001 — 2005
Bachelor's degree
Connecticut College 1999 — 2001
Fidelity Investments 2013 - Present
Fidelity Investments February 2011 - September 2013
Fidelity Investments 2007 - February 2011
State Street 2006 - 2007
State Street 2005 - 2006
Rockland Trust 2004 - 2005
Royal Bank of Scotland 2002 - 2004
Royal Bank of Scotland 2001 - 2002
Motorola 1999 - 2001
Skills
Financial Modeling, Finance, Mergers & Acquisitions, Investments, Management, Economics, Leadership, Project Planning, Treasury, Financial Analysis, Financial Services, Strategic Financial..., Mutual Funds, Portfolio Management, Risk Management
Education
Cornell University
Johnson & Wales University
Suffolk University
CA Technologies August 2012 - Present
Fidelity Investments December 2006 - March 2012
Bank of America August 1998 - October 2005
Proxicom U.K. 2000 - 2001
Regal U.N. Plaza Hotel 1997 - 1998
Saint Anthony High School June 1994 - June 1995
Skills
Instructional Design, Program Management, Curriculum Design, Call Center, Requirements Analysis, Performance Improvement, Performance Consulting, Adobe Presenter, Camtasia, Brainshark, Captivate, MS Project, Scrum, Agile Methodologies, Organizational..., Performance Management, E-Learning, Learning Management, Cross-functional Team..., Leadership, Instructor-led Training, Enterprise Software, Needs Analysis, Blended Learning, Call Centers, Workshop Facilitation, Quality Assurance, Project Management, Consulting, ADDIE, Management, Career Development, Analysis, Training, Strategy, Training Delivery, Staff Development, Leadership Development, Strategic Planning, Onboarding, Adult Education, SnagIt, Executive Coaching, Organizational..., Learning Management..., MBTI, Employee Training
Education
Cornell University
BA, English
Loyola Academy
Loyola Academy
Seton Hall University
MA, Education
Brown Brothers Harriman June 2012 - Present
Fidelity Investments May 2007 - March 2012
Fidelity Investments June 2006 - March 2007
Skills
Well-developed..., Strong knowledge of..., Proficient with..., Experienced with Excel..., Trading, Forecasting, Investments, Fixed Income
Education
Connecticut College 2002 — 2006
.B.A., International Relations, Urban Studies
Universitat de Barcelona
International Economics, Global Policy
AEW Capital Management September 2015 - Present
AEW Capital Management June 2014 - Present
Kellogg School of Management August 2013 - Present
Prudential Mortgage Capital Company July 2012 - June 2013
Prudential Mortgage Capital Company May 2011 - July 2012
Prudential Mortgage Capital Company July 2009 - May 2011
Fidelity Investments May 2008 - August 2008
Lehman Brothers February 2008 - May 2008
Skills
Real Estate, Real Estate Development, Real Estate Investment, Real Estate Finance, Real Estate Financing, Real Estate Transactions, Real Estate Negotiation, Portfolio Management, Portfolio Strategy, Portfolio Optimization, Credit Portfolio..., Construction Loans, Risk Management, Real Estate Economics, Corporate Finance, Investments, Valuation, Commercial Real Estate, Loans
Education
Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Real Estate, Finance and Social Enterprise
Cornell University 2005 — 2009
Bachelor of Science (BS), Hospitality Administration, Minor in Real Estate
Newton North High School 2001 — 2005
Arkema in the Americas September 2014 - Present
Cricket Wireless (a subsidiary of AT&T) May 2008 - September 2014
Bristol-Myers Squibb September 2004 - May 2008
Liberty Mutual Insurance April 2004 - August 2004
Fidelity Investments March 2003 - October 2003
Parametric Technology Corporation (PTC) April 2001 - November 2002
Digital Equipment Corporation / Compaq Computers February 1994 - April 2001
variety of companies and proprietary business schools November 1983 - May 1992
Skills
Organizational..., Talent Management, Succession Planning, Performance Management, Organizational..., Performance Consulting, Coaching, Instructional Design, Needs Analysis, Career Development, Process Improvement, Program Management, Project Management, Human Resources, Personnel Management, Employee Training, Workshop Facilitation, Training, Executive Coaching, Leadership Development, Onboarding, Employee Engagement, Performance Improvement, Workforce Planning, Management, Organizational Design, SuccessFactors, Trusted Business Partner, 360 Feedback, Mentoring, Talent Development, Human Capital Management, Human Resource..., Cost Center & Budget..., Resource Management, Training Program..., Program Evaluation, Vendor Relationships, Negotiation, Talent Acquisition, Voiceovers
Education
Syracuse University 1992 — 1993
M.S., Instructional Design, Development & Evaluation
Cornell University 1979 — 1983
B.S., Industrial & Labor Relations
Deloitte October 1999 - Present
Fidelity Investments July 1999 - October 1999
Education
Connecticut College
BA, History; Psychology
athenahealth May 2015 - Present
Fidelity Investments February 2014 - May 2015
Fidelity Investments August 2012 - February 2014
Cornell Chronicle August 2010 - May 2012
Cornell University Department of Government January 2010 - March 2012
Commonwealth of Massachusetts June 2010 - August 2010
Sustainable Energy Analytics, LLC June 2010 - August 2010
Skills
Process Improvement, Qualitative Research, Cost Model Development, Design Thinking, Meeting Facilitation, Business Analysis, Business Process..., Continuous Improvement, Employee Training, Project Management, PowerPoint development, Process Flow..., Business Requirements, Visio, Microsoft Excel, User Documentation
Education
Cornell University 2008 — 2012
Bachelor of Arts, Government, Magna Cum Laude
Lexington High School 2004 — 2008
Fidelity Investments April 1995 - Present
First Colonial Bankshares 1989 - 1991
First Colonial Bankshares 1989 - 1991
Education
University of Iowa 1986 — 1988
Bachelor's degree, English Language and Literature, General
Cornell College 1984 — 1986
English, Philosophy
EyeMed Vision Care May 2014 - Present
Luxottica Retail January 2003 - May 2014
Systems Evolution, Inc. April 2001 - May 2014
Comair January 2004 - December 2004
Fidelity Investments 2001 - 2002
Procter & Gamble 1995 - 2000
Skills
Java, jQuery, SQL, Weblogic, Software Development, XML, DB2, Troubleshooting, Enterprise Architecture, Product Development, .NET, Software Development..., Linux, Scrum, Solution Architecture, Web Development, Working With IT..., Working With Clients, Agile Application..., High Performance Web..., Software Consulting, Executive Coaching, Query Optimization, Service Oriented..., Big Data, Client Development, Networking, PostgreSQL, Product Optimization, Ubuntu, Enjoy Working with..., Working With Geeks, Agile Environment, Android, SOAP, Enterprise Software, Git, C#, Oracle, Microsoft SQL Server, SOA, Spring, Agile Methodologies, Databases, Business Process, Web Applications
Education
Cornell University 1994 — 1995
MSME, Modeling, Virtual Environments and Simulation
Worcester Polytechnic Institute 1991 — 1994
BSME, Mechanical Engineering/Computer Simulation
TIAA-CREF July 2013 - Present
Fidelity Investments March 2012 - June 2013
Fidelity Investments September 2010 - May 2012
Fidelity Investments October 2009 - September 2010
Bishop Rosen & Co. 2006 - 2008
Infiniti of North America 2003 - 2005
Skills
Securities, Financial Modeling, Asset Managment, Valuation, Investments, Portfolio Management, Investment Banking, Trading, Financial Analysis, Strategy, Due Diligence, Data Analysis
Education
Pace University - Lubin School of Business
Masters, Business Administration
Cornell University
Bachelors, Applied Economics Management, Biology
Fidelity Investments September 2004 - Present
Skills
Recruiting, Enterprise Software, Talent Management, Networking, Portfolio Management, Talent Acquisition, Applicant Tracking..., Financial Services, Onboarding, Strategy, Retirement Planning, Outsourcing, PeopleSoft, Sales, Management, Finance, Sourcing, Mutual Funds
Education
Cornell University 1993 — 1997
Bachelor of Arts (BA)
Fidelity Investments December 2011 - Present
Fidelity Investments September 2006 - December 2010
Fidelity Investments June 2004 - October 2006
Fidelity Investments September 2000 - June 2004
Erland Construction 1997 - 2000
Skills
Microsoft Office, Newsletters, Content Management, Editing, Writing, Social Media, Project Management, Marketing Communications, Content Development, Internal Communications, Content Strategy, Usability, Strategic Communications, Leadership
Education
Connecticut College 1982 — 1987
BA, History
Align Aerospace August 2012 - April 2015
Tatum, LLC (www.tatumllc.com) January 2004 - August 2012
MacMillan Advisors July 2001 - December 2003
RoweCom, Inc. January 2000 - July 2001
Fidelity Investments January 1997 - December 1999
Fidelity Investments November 1995 - January 1997
Fidelity Investments May 1992 - November 1995
Dun & Bradstreet 1988 - 1992
PepsiCo 1981 - 1981
American Can Company 1978 - 1981
Education
Cornell University - Johnson Graduate School of Management 1974 — 1976
MBA, Finance
Cornell University 1970 — 1974
BS, Engineering (Civil)
BTHR Solutions / BeneTemps October 2001 - Present
Fidelity Investments 1996 - 2001
Towers Perrin 1984 - 1996
Cornell University 1980 - 1984
Skills
Human Resources, Talent Acquisition, Employee Benefits, Recruiting, Vendor Management, Talent Management, Benefits Administration, HR Consulting, HRIS, Employee Relations, Defined Benefit, Training, Executive Search, Employee Engagement, Performance Management, Technical Recruiting, Deferred Compensation, Onboarding, Organizational..., PeopleSoft, Workers Compensation, HR Policies, Sourcing, Workforce Planning, Management, COBRA, Payroll, Contract Recruitment, Personnel Management, Applicant Tracking..., Temporary Placement, Internet Recruiting, Interviews
Education
New York University 1972 — 1974
BFA, Film & TV Production
Cornell University 1970 — 1972
ILR
Fidelity Investments May 2015 - Present
Cornell University January 2014 - December 2014
Cornell University August 2013 - December 2014
Wayfair June 2014 - August 2014
Fidelity Investments June 2013 - August 2013
Cornell University January 2013 - May 2013
Fidelity Investments May 2012 - August 2012
University of Massachusetts Amherst September 2011 - December 2011
University of Massachusetts Amherst May 2011 - December 2011
Skills
Java, C, Matlab, Python, Verilog, PHP, JavaScript, Flask, C++, Pspice, Algorithms, SQL, R, HTML, CSS, MIPS, Statistics, Computer Architecture, Digital Circuit Design, Cadence Virtuoso, Embedded Systems, ModelSim, FPGA, Git
Education
Cornell University 2012 — 2014
Bachelor’s Degree, Electrical and Computer Engineering
University of Massachusetts, Amherst 2010 — 2012
Bachelor’s Degree, Electrical Engineering and Computer Science
Fidelity Investments March 2014 - Present
Alyssa Morin Graphic Design + Production October 1998 - Present
Fidelity Investments September 2010 - March 2014
Pearson Learning Solutions April 1999 - March 2006
Skills
Brochures, Publishing, Adobe Acrobat, InDesign, Illustrator, Pre-press, Editing, QuarkXPress, Editorial, Graphics
Education
Savannah College of Art and Design
M.F.A, Sequential Art
Connecticut College
B.A. Printmaking, Mixed Media Applications; Studio Art
University of Haifa
UMass Transit September 2013 - August 2015
McGladrey January 2014 - March 2014
Fidelity Investments June 2013 - August 2013
UMass Transit October 2011 - May 2013
Ronan DJ Services June 2009 - May 2013
United States Soccer Federation April 2009 - April 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Accounting, Fund Accounting, Fleet Management, Access, PCAOB standards, Agile Methodolgy, Microsoft Office, Rational Team Concert
Education
Isenberg School of Management, UMass Amherst 2015 — 2015
Master of Science (M.S.), Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Copenhagen Business School 2014 — 2014
Study Abroad, International Financial Management and Hedging, Fundamentals of Entrepreneurship
Rackspace, the #1 managed cloud company October 2015 - Present
Rackspace, the #1 managed cloud company February 2011 - October 2015
AMTI October 2007 - January 2011
IBM Global Services August 2005 - October 2007
Fidelity Investments May 2004 - August 2004
Skills
Java, Linux, XML, Unix, SQL, JavaScript, High Performance..., Software Engineering, Python, Software Development, Agile Methodologies
Education
Cornell University 2001 — 2005
BS, Computer Science
KAB LLC 2011 - Present
Fidelity Investments 2003 - 2011
Internal Revenue Service - Criminal Investigations 1996 - 2001
Internal Revenue Service - Criminal Investigations 1990 - 1996
Internal Revenue Service - Criminal Investigations 1982 - 1990
Internal Revenue Service - Criminal Investigations 1972 - 1982
Skills
Risk Management, Risk Assessment, AML, Private Investigations, Fraud, Investigation, Criminal Law, Financial Risk, Due Diligence, Security, Enterprise Risk..., Financial Institutions, Operational Risk..., Securities, Business Continuity, Risk Analysis, Auditing, Computer Forensics, Security Management, Litigation Support, Financial Services, KYC, Financial Regulation, Background Checks, OFAC, FINRA, Operational Risk, Securities Regulation, Corporate Governance, Security Audits, Internal Investigations, Information Security, Enforcement, Forensic Analysis, Security Operations, Anti Money Laundering, Law Enforcement
Education
Connecticut College 1965 — 1969
Bachelor of Arts, Asian History
Appliedinfo Partners January 2014 - Present
Bloomfield College January 2012 - Present
Conmeta Inc 2001 - Present
Xalaga Corp 1998 - Present
Niksun Inc June 2008 - December 2013
Fidelity Investments 1996 - 1998
Bell Laboratories 1988 - 1996
AT&T 1984 - 1996
Skills
Shell Scripting, Network Security, Unix, Perl, Linux, TCP/IP, C, Network Architecture, Security, Cloud Computing, Solaris, System Architecture, Software Engineering, Software Development, Multithreading, Virtualization
Education
Polytechnic University 1981 — 1983
MS, CS
Cornell University 1976 — 1980
BS, EE
Cetera Financial Specialists LLC December 2013 - Present
Merrill Lynch April 2012 - November 2013
PNC Wealth Management November 2003 - February 2012
Fidelity Investments September 1997 - September 2002
Westminster Financial Capital Inc. December 1995 - August 1997
Alldata October 1991 - September 1995
Education
Connecticut College 1971 — 1975
BA, American Studies
Partners In Health March 2011 - Present
Girls' LEAP June 2009 - Present
Riverside Community Care March 2010 - February 2012
People Logic, LLC August 2009 - February 2011
Fidelity Investments 2005 - 2008
Fidelity Investments 2004 - 2005
Fidelity Investments 2003 - 2004
Fidelity Investments 2002 - 2003
Fidelity Investments January 2001 - January 2002
Fidelity Investments January 1991 - January 2001
Skills
Talent Management, Performance Management, Leadership Development, Change Management, Succession Planning, Employee Relations, Program Management, Human Resources, Coaching, Leadership, Training, Strategic Planning, Organizational..., Strategy, Organizational Design, Executive Coaching, Organizational...
Education
Connecticut College
B.A, American Studies
Kingswood Oxford School
Fidelity Investments June 2015 - Present
University of New Mexico February 2015 - May 2015
University of New Mexico August 2013 - May 2015
Connecticut College August 2009 - May 2013
Sun Mountain International June 2011 - May 2012
Connecticut College June 2009 - August 2009
Pearson College UWC August 2006 - May 2008
Skills
Research, Statistics, Microsoft Office, French, Spanish, Mathematics, Critical Thinking, Economics, English, Problem Solving, Stata, Non-profits, Teamwork, Nonprofits, Editing, Public Speaking, International Relations, Government, Qualitative Research, PowerPoint, Econometrics, Data Analysis, Policy Analysis, Teaching, Community Outreach, Higher Education, Analysis, International..., Microsoft Excel, Leadership, Microsoft Word
Education
The University of New Mexico 2013 — 2015
Master’s Degree, Economics
Connecticut College 2008 — 2013
Bachelor of Arts, Economics
UWC Lester B. Pearson College. 2006 — 2008
International Baccalaureate Diploma, Mathematics, Economics, Biology, Mathematics, French, English, 33/42
The Boston Consulting Group February 2008 - Present
Fidelity Investments December 2001 - January 2008
ProAct Technologies 2001 - 2001
Interlynx Technology 1998 - 2001
Lotus Development Corporation 1994 - 1996
Education
Cornell University 1983 — 1987
BS ILR, Industrial & Labor Relations
Fidelity Investments June 2015 - Present
Fidelity Investments May 2008 - June 2015
Fidelity Investments January 2004 - April 2008
Fidelity Investments November 2002 - January 2004
Fidelity Investments April 1998 - November 2002
Fidelity Investments November 1993 - April 1998
Fidelity Investments August 1987 - November 1993
Fidelity Investments October 1986 - August 1987
Skills
401(k), 401k Rollovers, 401 K Rollovers, Mutual Funds, IRAs, ERISA, Series 63, Series 7, Retirement, Retirement Planning, Series 6, Defined Benefit, Wealth Management, Investments, 401k, Defined Contribution, Pensions, Financial Services, Relationship Management, Securities
Education
Texas Christian University 2001 — 2001
NA, Business Administration and Management, General
Connecticut College 1982 — 1986
BA, Vertebrate Zoology
Phillips Academy 1979 — 1982
High School
Beedie Endowment Asset Management (BEAM) March 2015 - Present
SFU Finance Club March 2015 - Present
SFU Student Marketing Association September 2013 - April 2015
Fidelity Investments September 2014 - December 2014
AIESEC Simon Fraser University February 2014 - October 2014
AIESEC Simon Fraser University September 2013 - February 2014
Vancouver Model United Nations June 2012 - February 2013
Magic Link Garment Ltd. July 2012 - August 2012
Education
Simon Fraser University 2013 — 2017
Bachelor of Business Administration (BBA), Finance, General
Copenhagen Business School 2015 — 2015
Pacific Academy 2008 — 2013
International Baccalaureate
Boston Scientific April 2015 - Present
Fidelity Investments 2010 - 2014
Productivity Dynamics, Inc. 2009 - 2010
Fidelity Investments 2000 - 2009
IBM 1999 - 2000
Compaq Computer Corporation 1996 - 1999
Bank of Boston 1994 - 1995
Digital Equipment Corporation 1986 - 1994
Arthur Andersen & Co. 1985 - 1986
AT&T 1984 - 1984
Skills
Talent Management, Leadership Development, Mentoring, Change Management, Customer Relations, Project Management, Performance Management, Program Management, Executive Coaching, E-Learning, Leadership, Instructional Design, Succession Planning, Training, Organizational..., Team Leadership, Human Resources, Employee Engagement, Customer Service, Strategy, Management, Process Improvement, Team Building, Strategic Planning, Employee Relations, Management Development, Coaching, Performance Improvement, Organizational..., Program Management..., Recruiting, Workshop Facilitation, Training Delivery, Blended Learning, Needs Analysis, Workforce Planning, Learning Management, MBTI, Employee Training, CRM, Instructor-led Training, Career Development, Onboarding, Personnel Management, 360 Feedback, Adult Education, Staff Development, Learning Management..., ADDIE
Education
Cornell University 2009 — 2009
Certificate, Change Leadership
Harvard University Extension School 1992 — 1994
Administration and Management Courses
Rochester Institute of Technology 1983 — 1985
MS, Instructional Technology
University of Rochester 1977 — 1979
BA, Political Science
Fidelity Investments July 2015 - Present
Hope For The Warriors February 2010 - July 2015
Guardian Ventures October 2008 - March 2009
Skills
Writing, Editing, Social Media, Public Speaking, Public Relations, Merchandising, Non-profits, Blogging, Press Releases, Facebook, Marketing Communications, Social Media Marketing, Sales, Microsoft Office, Social Networking, Community Development, Budgets, Media Relations, Copywriting, Volunteer Management, Internal Communications, PowerPoint, Marketing Strategy, Marketing, Corporate Communications, Copy Editing, Management, Strategic Communications, Leadership, Newsletters, Strategic Planning
Education
Duke University - The Fuqua School of Business 2014 — 2014
Duke Executive Leadership Course
Cornell University
B.S., Business Management and Marketing
Fidelity Investments 1993 - June 2011
MBTA 1989 - 1991
Wang Laboratories 1984 - 1989
Skills
Vendor Management, Financial Services, Strategic Partnerships, SDLC, Program Management, Mutual Funds, Project Management, Business Analysis
Education
Connecticut College
BA, Sociology (specializing in statistics)
John Hancock August 2007 - June 2010
Fidelity Investments September 2003 - July 2007
IBM April 1994 - November 2003
Lotus Development Corporation / IBM 1998 - 2003
Skills
Technical Writing, Software Documentation, Content Management, User Experience, Training, Content Strategy, Blogging, SharePoint, Web Content, Writing, Instructional Design, E-Learning, HTML, Editing, Technical Documentation, Publishing, Web Content Management, Copywriting, Feature Articles, Documentation, Broadcast, Fundraising, Online Publishing
Education
Cornell University
B.S.
athenahealth June 2014 - Present
John Hancock Financial Services January 2013 - June 2013
Boston Beer Company January 2012 - June 2012
Fidelity Investments June 2011 - August 2011
Skills
Splunk, Information Security, Network Security..., Java, Linux, Requirements Gathering, Python, SQL, ArcSight, Ableton Live, Relational Databases, Programming, Object Oriented Design, Requirements Analysis, C, HTML, CSS
Education
Northeastern University 2010 — 2014
Bachelor of Science (B.S.), Information Science, 3.22
Connecticut College 2009 — 2010
Bachelor of Arts (B.A.), Undeclared
Fidelity Investments October 2014 - Present
Envestnet, Inc February 2014 - September 2014
Envestnet, Inc September 2013 - February 2014
Envestnet, Inc December 2012 - September 2013
Envestnet, Inc May 2012 - November 2012
Skills
Finance, Microsoft Excel, Series 7, Mutual Funds, Separately Managed..., Investments, PowerPoint, Microsoft Word, Customer Service, Economics, Securities, Research, Outlook, Microsoft Office, Portfolio Management, English, Windows, Teaching, Uniform Combined State..., Financial Analysis, Series 66, Equities, Financial Services, Asset Management, Wealth Management, Asset Allocation
Education
Cornell College 2007 — 2011
Bachelor's degree, Economics and Business
Fidelity Investments 2015 - Present
Fidelity Investments 2012 - 2014
The Hackett Group 2010 - 2012
MindKey Global 2008 - 2009
IBM Global Services 2006 - 2008
IBM Global Services 2003 - 2005
IBM Global Services 1998 - 2002
Digital Equipment Corporation / Compaq 1994 - 1998
Skills
Human Capital Management, HR Transformation, Business Transformation, Management Consulting, HR Service Delivery, Shared Services, HR Benchmarking, Business Process, Outsourcing, Client Engagement, Program Management, Project Governance, Change Management, Organizational Design, Workforce Planning, Competency Management, Talent Management, Performance Management, Learning and Development, Succession Planning, HRIS, SAP, PeopleSoft, MS Dynamics, Project Management, HR Consulting, Human Resources, Strategy, ERP, Microsoft Dynamics, Management, Stakeholder Management, Consulting, SAP HR, Human Capital, Project Portfolio..., Personnel Management, Leadership, Training, Customer Engagement, Business Process..., Performance Improvement, Business Process..., Acquisition Integration, Process Improvement, Integration, Business Analysis, Vendor Management
Education
Cornell University
BS, Electrical Engineering
Cornell University
ME, Electrical Engineering
University of Michigan - Stephen M. Ross School of Business
Executive Program, Human Resources
Barclays Investment Bank July 2013 - Present
Fidelity Investments July 2008 - July 2011
Skills
Financial Modeling, Fixed Income, High Yield Bonds, Credit Derivatives, Fundamental Analysis, Leveraged Finance, Financial Analysis, Credit Analysis, CDS, Trading, Capital Markets, Valuation, Corporate Finance, Investment Banking, Accounting, Portfolio Management, Investments, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA), Corporate Finance, Quantitative Finance and Economics, Degree with Distinction (Top 10% of Graduating Class)
Connecticut College 2004 — 2008
Bachelor of Arts (B.A.), Economics, Summa Cum Laude with Distinction, Honors
State Street August 2011 - Present
State Street June 2009 - July 2011
State Street March 2009 - June 2009
Fidelity Investments March 2008 - February 2009
Fidelity Investments August 2002 - February 2008
Fidelity Investments January 2001 - July 2002
Fidelity Investments January 1999 - January 2001
Fidelity Investments November 1997 - December 1998
Fidelity Investments January 1994 - October 1997
Fidelity Investments September 1992 - December 1993
Skills
Enterprise Architecture, Enterprise Software, Leadership, Program Management, Risk Management, Security, Start-ups, Strategy
Education
Connecticut College 1983 — 1987
BA, Economics
Fidelity Investments July 2015 - Present
Fidelity Investments June 2014 - August 2014
Manchester Country Club June 2012 - August 2012
Boston Cannons Lacrosse Academy May 2012 - August 2012
The Derryfield School - Breakthrough Manchester August 2010 - May 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Research, Teamwork, English, Customer Service, Financial Analysis, Social Media, Public Speaking, Data Analysis, Statistics, Team Leadership, Photoshop
Education
Connecticut College 2011 — 2015
Economics
The Derryfield School 2005 — 2011
Charles Schwab March 2014 - Present
Mountain High Ski Resort November 1999 - Present
Charles Schwab October 2012 - March 2014
Charles Schwab June 2010 - October 2012
Fidelity Investments January 2008 - June 2010
Vail Resorts November 2005 - May 2006
Education
University of La Verne 2007 — 2009
MBA, Finance
London School of Economics and Political Science 2005 — 2005
Summer Program, Macroeconomics & British Law
Cornell College 2001 — 2005
BA, Economics, Psychology
Abbott Business Networks, LLC 1998 - Present
Town of Gilmanton, NH March 2008 - March 2011
Fidelity Investments 1993 - 1998
Bank of Boston 1989 - 1993
Skills
Strategic Planning, Team Building, Business Strategy, Team Leadership, Start-ups
Education
Cornell University
BS
Simmons Graduate School of Management
MBA
Computershare US September 2011 - Present
Citizens Bank October 2010 - August 2011
The MathWorks January 2004 - July 2009
Fidelity Investments March 2001 - October 2002
Perot Systems Corporation 1999 - 2001
Education
Cornell University 1990 — 1994
BS, Atmospheric Science/Meteorology
iSoftStone North America July 2009 - Present
ASA April 2014 - Present
IAABO Board 175 November 2012 - Present
EMBOA November 2009 - Present
Ascend Consulting July 2009 - December 2011
National Financial, a Fidelity Investments Company April 2004 - December 2008
Fidelity Investments April 2004 - December 2008
Wachovia, A Wells Fargo Company 2003 - 2004
First Clearing 2003 - 2004
Wexford Clearing 1999 - 2004
Skills
Securities, Business Analysis, Project Management, Correspondent Clearing, Brokerage, Broker/Dealer Operations, PMP, Relationship Management, Analysis, Leadership, Training, Business Process..., Clearing, Project Portfolio..., Financial Services, IT Strategy, Management, Business Process, Quality Assurance, Team Management, Vendor Management, SDLC, Program Management, Business Requirements, User Acceptance Testing, PMO, Risk Management, Requirements Gathering, Process Improvement, Integration, Software Project..., Business Intelligence, Software Documentation
Education
Cornell University
BS, Human Development & Family Studies
Suffern High School
MFS Investment Management May 2008 - Present
Fidelity Investments September 2006 - May 2008
Connecticut College September 2005 - June 2006
English Lacrosse Association August 2004 - August 2005
Johnson & Rountree Premium September 2003 - August 2004
Skills
Investment Management, Recruiting, Networking, Fixed Income, Equities, Investments, Mutual Funds, Asset Allocation, Bloomberg, Asset Managment, Onboarding, Series 63
Education
Connecticut College 1999 — 2003
Bachelor of Arts (BA)
Steward Archives June 2014 - Present
Adviser Investments March 2011 - July 2013
Etrade November 2005 - March 2011
Kobren Insight Management July 2003 - November 2005
Fidelity Investments 1998 - 2002
Skills
Investments, Portfolio Management
Education
Connecticut College 1986 — 1990
BA, Art History
Groton School 1981 — 1986
EJ Hedman Consulting 1999 - Present
Bridge Information Systems 1998 - 1999
Fidelity Investments 1994 - 1998
Morgan Stanley 1986 - 1994
Skills
Enterprise Software, Business Analysis, Start-ups, Software Development, Cloud Computing, Product Management, SQL, Program Management, Management Consulting, Linux, Business Strategy, Cross-functional Team...
Education
Cornell University 1981 — 1985
Bachelor of Arts (B.A.), Economics
Signature Estates, LLC 2003 - Present
Fidelity Investments September 1996 - September 2002
Education
Cornell University 1994 — 1996
MBA
The Johns Hopkins University 1991 — 1993
BA, Economics
St. Xavier's College 1988 — 1991
BComm, Commerce
eliasheldon April 2012 - Present
UnitedHealth Group April 2008 - April 2012
Pershing, LLC October 2007 - March 2008
Fidelity Investments February 2007 - May 2007
Fidelity Investments March 2004 - February 2007
Putnam Investments September 2003 - March 2004
Market Intelligence August 2002 - June 2003
CCBN, Inc. March 2002 - June 2002
Digitas December 2000 - March 2001
iXL January 2000 - December 2000
Skills
Business Analysis, Program Management, Project Management, Quality Assurance, Systems Analysis, Customer Experience, Operations Management, CRM, SDLC, Software Documentation, Process Improvement
Education
Cornell University 1989 — 1993
BS
Niskayuna High School 1985 — 1989
Fidelity Investments 1993 - Present
Education
Fordham University 1994 — 1996
M.S., Organizational Development
Cornell University 1984 — 1988
B.S., Industrial and Labor Relations
Fidelity Investments September 2006 - February 2008
Simmons College August 2002 - April 2007
Accenture August 1998 - August 2002
Skills
Process Improvement, Strategy, Business Analysis, Talent Management, Leadership, Management
Education
Ridgewood High School
Simmons College - Simmons School of Management 2004 — 2006
MBA, Business
Connecticut College 1994 — 1998
B.A., Government, Italian
Institute of European Studies (I.E.S.) 1997 — 1997
Italian Language and Culture
Wellesley College 1996 — 1996
Political Science, Italian Language
Far West Capital November 2013 - March 2015
Fidelity Investments September 2005 - July 2010
Metropolitan Life Insurance Company 2002 - 2005
Fidelity Investments 1998 - 1999
Skills
Mutual Funds, Securities, Risk Management, Compliance, FINRA, Investments, Risk Assessment, Customer Relations, Series 7, Customer Service, Trading, Equities, Uniform Combined State..., Retirement Planning, Due Diligence, Financial Risk, Strategic Financial..., Banking, Asset Management, Insurance, Fixed Income, Portfolio Management, AML, Financial Services, Capital Markets, Wealth Management, Fixed Annuities, Series 24
Education
Connecticut College 1993 — 1997
Bachelor of Arts (BA)
Wellington Management April 2008 - Present
Fidelity Investments June 1999 - April 2008
Skills
Mutual Funds, Fund Accounting, Institutional..., Risk Management, Management, Operations Management, Operational Activities
Education
Connecticut College 1993 — 1997
BA, Zoology/Animal Biology
UMass Amherst - Isenberg School of Management
Master of Business Administration (MBA)
Fidelity Investments December 2013 - Present
Fidelity Investments January 2011 - December 2013
Obsidian Financial Group September 2009 - May 2010
ACLD September 2008 - October 2009
Goodi July 2006 - May 2008
Skills
Leadership, Sales, Microsoft Office, Public Speaking, Research, Event Planning, Microsoft Excel, PowerPoint, Retirement Planning, Analysis, Financial Analysis, Financial Modeling, Series 7, Social Media
Education
Texas A&M University-Commerce 2012 — 2012
Certificate, Certified Financial Planning Program
Cornell University 2004 — 2008
Bachelor of Arts (B.A.), Psychology
FolioDynamix September 2014 - Present
Veritude January 2009 - September 2014
Fidelity Investments October 2006 - February 2009
Fidelity Investments June 2004 - October 2006
Fidelity Investments May 2003 - June 2004
Skills
Equities, Fixed Income, Business Analysis, Securities, Trading Systems, Financial Services, Trading
Education
Connecticut College 1992 — 1996
BA, Theatre/Theater
S&L Cleaning Services January 2014 - Present
The Canvas Road Show January 2013 - Present
The Buying Networks June 2012 - Present
Christ's Church of Amherst February 2011 - Present
Fidelity Investments 1992 - 2004
Skills
QuickBooks, Accounts Payable, Access, Accounts Receivable, Accounting, Payroll, Bookkeeping, Microsoft Excel, Analysis, Financial Statements, Journal Entries, Finance, Account Reconciliation, Nonprofits, Bank Reconciliation, Microsoft Word, Microsoft Office, Customer Service, Financial Accounting
Education
Southern New Hampshire University 2010 — 2013
Graduate Certificate in Accounting, Accounting, 4.0
Boston University 1989 — 1995
None, Computer Science
Cornell University 1979 — 1983
Bachelor of Arts, German Area Studies
XTRAC Solutions, a Fidelity Investments Company September 2012 - Present
Fidelity Investments January 2009 - August 2012
Fidelity Investments August 2004 - December 2008
Fidelity Investments January 2003 - July 2004
Fidelity Investments July 2001 - December 2002
Fidelity Investments August 2000 - June 2001
Fidelity Investments July 1999 - July 2000
Fidelity Investments January 1997 - June 1999
Fidelity Investments March 1996 - December 1997
Fidelity Investments October 1988 - February 1996
Skills
Strategy, Integrated Marketing, Product Management, Marketing Communications, Market Research, Marketing Strategy, Lead Generation, Marketing, Strategic Planning, Program Management, Business Strategy, Business Planning, Public Relations, Financial Services, Account Management
Education
Connecticut College
Bachelor's degree, English
Emily Kuvin Jewelry Design October 2005 - Present
Kuvin Consulting LLC January 2008 - Present
Tufts Medical Center June 2009 - October 2012
Partners HealthCare May 2002 - January 2008
Fidelity Investments June 1998 - April 2002
Fidelity Investments 1999 - 2002
Court TV June 1995 - May 1996
New England Cable News January 1992 - September 1992
WKYT-TV June 1989 - January 1992
WMGT-TV June 1987 - July 1989
Skills
Fundraising, Non-profits, Editing, Marketing Communications, Strategy, Nonprofits
Education
Cornell Law School 1992 — 1995
JD, Law
Northwestern University 1986 — 1987
MSJ, Broadcast Journalism
Cornell University 1982 — 1986
BA, English, history, theater
University of East Anglia 1984 — 1985
theater, English history
Warp Drive Bio February 2014 - Present
State Street Bank March 2008 - Present
Symphony Services 2010 - 2010
NetNumber January 2008 - April 2008
Fidelity Investments October 2006 - January 2008
Fidelity Investments February 2005 - October 2006
Charles River Development 2002 - 2003
NetNumber January 2000 - July 2001
Fidelity Investments May 1999 - December 1999
Putnam Investments 1997 - 1998
Skills
Oracle, Database Design, Data Warehousing, SQL, Unix, PL/SQL, Databases, Java, Integration, Business Analysis, Data Modeling, Oracle RAC, Oracle PL/SQL..., OLTP, VLDB, Oracle 11g
Education
Cornell University 1983 — 1987
BS, Engineering
Aon Hewitt October 2014 - Present
North American Video October 2013 - October 2014
North American Video July 2012 - October 2014
Fidelity Investments November 2004 - April 2012
Fidelity Investments November 2004 - April 2012
Skills
Process Improvement, Performance Management, Troubleshooting, Talent Management, 401k, Program Management, Business Analysis, Personnel Management, Customer Service, Management, Human Resources, CRM, Change Management, Project Management, Time Management, Access, Outlook, Payroll
Education
Converse College 1996 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Fidelity Investments July 2013 - Present
Citadel Investment Group October 2010 - June 2013
UBS Investment Bank January 2007 - July 2010
UBS Investment Bank July 2006 - January 2007
RBC Capital Markets Corp., New York, NY June 2005 - August 2005
Education
Connecticut College 2002 — 2006
BA, Mathematics
Biogen Idec December 2014 - September 2015
Ahold USA May 2014 - September 2014
TJX June 2013 - March 2014
Fidelity Investments January 2011 - April 2013
Fidelity Investments January 2005 - January 2009
The Great Atlantic & Pacific Tea Company September 2002 - March 2003
IBM Corporation October 1996 - September 2002
Dun & Bradstreet Corporation 1989 - 1996
Control Data Corporation 1979 - 1984
Skills
SDLC, Project Management, PMP, Six Sigma, Oracle, Quality Assurance, Visio, Enterprise Software, Databases, Management, Business Analysis, Software Project..., Testing, Requirements Analysis, Program Management
Education
Cornell University - Johnson Graduate School of Management 1975 — 1977
MBA, Finance
Cornell University 1971 — 1975
BS, Business and Economics
Sleepy Hollow High School
The Park School February 2014 - Present
Bentley University August 2007 - Present
The Carroll School June 2013 - July 2013
Educational Support September 2007 - February 2013
Concord Academy September 2008 - May 2012
Emmanuel College December 2010 - March 2011
Northeastern University September 2002 - May 2005
Fidelity Investments April 2002 - August 2002
Cartier Inc October 2001 - April 2002
Holland-Mark Digital September 2000 - October 2001
Skills
Teaching, Tutoring, Admissions, Academia, Editing, Social Media, Higher Education, Research, Curriculum Design, Teacher Training, Classroom, Community Outreach, Time Management
Education
Northeastern University 2002 — 2004
MA, English, Writing and Composition
Connecticut College 1996 — 1999
BA, English and Education
Lake Forest High School 1991 — 1995
Media Bistro: Career and Community for Media Professionals
Advanced Grammar 1.11.11 with Madgalena Alagna Schmidt
Yoga Works Teacher Training Graduate 2010 — 2010
200 Hour, Anatomy, Philosophy, Asana
Dana-Farber Cancer Institute September 2012 - June 2013
Fidelity Investments August 2003 - September 2012
Fidelity Investments April 2000 - June 2003
Fidelity Investments February 1995 - April 2000
Skills
Editing, Copy Editing, Time Management, Technical Writing, Press Releases, Training
Education
Cornell University
B.S., Communications
NetApp Inc. July 2010 - Present
IntraSystems January 2009 - July 2010
Fidelity Investments June 2006 - January 2009
ESI Enterprises Inc January 1999 - June 2006
Inx 2005 - 2006
elcom 1997 - 1999
Skills
Active Directory, Microsoft Exchange, Firewalls, Security, Troubleshooting, Virtualization, VMware, Storage, Data Center, Disaster Recovery, Cloud Computing, Storage Area Networks, NetApp, High Availability, SAN, VDI, Citrix, DNS, Enterprise Software, Servers, DHCP, Cluster, Hyper-V, Windows Server, Epic Systems
Education
Cork Institute of Technology 1989 — 1994
Electonic Engineering, Electronics, Information Technology
Cork Institute of Technology 1989 — 1994
Electronic Engineering
Massachusetts Institute of Technology (MIT) January 2014 - Present
Fidelity Investments May 2012 - December 2012
Massachusetts Institute of Technology (MIT) September 2011 - December 2011
Akamai Technologies January 2008 - March 2011
Akamai Technologies January 2006 - December 2007
Akamai Technologies 2000 - January 2006
Akamai Technologies September 1999 - 2000
Skills
Vendor Management, Distributed Systems, Scalability, Perl, Algorithms, Computer Science, Software Development, Software Engineering, System Architecture, C++, Linux, C, Object Oriented Design, Agile Methodologies, Project Management, Engineering Management, Computer Network..., Mobile Devices, SaaS, Change Management, Computer Architecture, Lecturing
Education
Massachusetts Institute of Technology 1995 — 1999
PhD, Electrical Engineering and Computer Science
Massachusetts Institute of Technology 1992 — 1995
MS, Electrical Engineering and Computer Science
Cornell University 1988 — 1992
BS, Electrical Engineering
Fidelity Investments July 2012 - Present
Fidelity Investments March 2010 - June 2012
Fidelity Investments May 2006 - February 2010
Skills
Requirements Analysis, SDLC, Software Project..., Agile Methodologies, Process Improvement, Program Management, Business Intelligence
Education
Connecticut College 1990 — 1994
Bachelor's Degree, Anthropology
Fidelity Investments December 2005 - Present
MetLife April 2001 - April 2005
New England Financial April 1996 - April 2001
Skills
Strategic Communications, 401k, Relationship Management, Retirement Planning, Employee Benefits
Education
Cornell University
BS
Fidelity Investments April 2013 - Present
NASDAQ OMX January 2010 - April 2013
Integrity Interactive 2007 - 2009
Cornell University - Voice Magazines, Black Perspectives November 2006 - May 2007
Tompkins Learning Partners February 2006 - May 2007
Cornell University September 2005 - May 2007
Skills
Blogging, Adobe, Marketing Communications, Social Media, Facebook, InDesign, SEO, Photoshop, Microsoft Office, Google Adwords, Microsoft Publisher, Copy Editing, Editing, Proofreading, Press Releases, Creative Writing, Content Development, Editorial, Social Media Marketing, Media Relations, Content Management, Research, Public Relations, Marketing, Publishing, Publications, Video, User Experience, Web Content
Education
Cornell University 2003 — 2007
B.A., Comparative Literature
Acton-Boxborough 2000 — 2003
Fidelity Investments March 2013 - Present
AllianceBernstein June 2010 - February 2013
Neuberger Berman October 2006 - June 2010
Merrill Lynch July 2006 - October 2006
California Institute of Technology 2004 - 2004
Skills
Equities, Investments, Quantitative Finance, Research, Hedge Funds, Global Macro, Quantitative Analytics, Fixed Income, Equity Research, Financial Modeling, Bloomberg
Education
Cornell University
BA, Physics, Mathematics
The University of Chicago
MS, Financial Mathematics
University of Chicago
MBA, Finance and Economics
CONSULTANT SERVICES October 2010 - Present
OFFICE OF THE TREASURER AND RECEIVER GENERAL OF MASSACHUSETTS May 2012 - March 2014
IMMUNOGEN February 2008 - October 2010
BANK OF AMERICA July 2006 - October 2007
TD BANKNORTH March 2003 - June 2006
CURIS January 2002 - December 2002
FIDELITY INVESTMENTS June 1996 - December 2001
Skills
Administration, Spreadsheets, Research, Legal Research, Intellectual Property, Database Administration, Project Coordination, System Administration, Public Speaking, Project Management, Strategic Planning, Social Media, Business Development, Human Resources, Leadership, Management, Microsoft Office
Education
Northeastern University 2002 — 2002
Certificate, Paralegal Studies
University of Massachusetts, Amherst 1994 — 1995
B.A, History, Political Science, Economics
Connecticut College 1986 — 1990
B.A., Sociology
Fidelity Investments March 2010 - July 2014
Education
University of Maine School of Law 2014 — 2017
Juris Doctor
Connecticut College 2005 — 2009
BA, Economics
Fidelity Investments September 2015 - Present
Morgan, Lewis & Bockius LLP November 2014 - August 2015
Bingham McCutchen September 1998 - November 2014
Skills
Litigation, Courts, Securities, FINRA, Arbitration, Compliance, Corporate Governance, Broker-Dealer, SEC, Intellectual Property, Policy, Securities Litigation, Financial Regulation, Securities Regulation, Civil Litigation, Mediation
Education
Cornell Law School 1995 — 1998
JD
Dartmouth College 1993 — 1994
BE, Materials Science
Dartmouth College 1989 — 1993
AB, Government, Engineering
Simsbury High 1985 — 1989
Fidelity Investments May 2012 - August 2012
Education
Connecticut College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Canterbury Preparatory School 2009 — 2010
College Preparatory Diploma
Medford High School 2005 — 2009
High School Diploma
SOFTRAX, Inc. January 2015 - Present
Harvard University June 2014 - November 2014
Fidelity Investments February 2014 - May 2014
Tufts Health Plan January 2013 - October 2013
Omgeo, LLC December 2003 - November 2012
Various Companies in MA and RI March 2002 - November 2003
JPMorgan Chase/Arrakis February 2000 - February 2002
Fidelity Investments March 1996 - February 2000
Skills
Technical Documentation, Technical Writing, Online Help, FrameMaker, RoboHelp, Adobe Acrobat, Acrolinx, Desktop Publishing, API, Microsoft Word, HTML, Dreamweaver, Visio, SnagIt, Unix, Java, JavaScript, MadCap Flare, Securities Market, Financial Services, XML, Content Management, Single Sourcing, Management, Software Documentation, Typography, Document Management, Training Management, E-Learning, Manuals, Agile Methodologies, DITA, Information Architecture, Guides, Editing, User Documentation, Information Development, Release Notes, FrontPage, Content Development
Education
Connecticut College
Bachelor of Arts (B.A.), Classics and French
Simmons College
Master of Science (M.S.), Library and Information Science, 3.89
Continuing Education 2002 — 2013