Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
OpenView Venture Partners January 2015 - Present
rachelworthman.com June 2012 - Present
Fidelity Investments January 2014 - June 2014
Boston Magazine October 2013 - December 2013
Skills
Photography, Marketing, Portrait Photography, Brand Development, Adobe Creative Suite, Photoshop, InDesign, Magazines, Social Media Marketing, Blogging, Social Networking, Advertising, HTML, CSS, JavaScript, HubSpot, WordPress
Education
D'Amore-McKim School of Business at Northeastern University 2012 — 2017
Candidate for Bachelors of Science in Business Administration, Marketing
Istituto Lorenzo de' Medici 2015 — 2015
Study Abroad, Graphic Design
Dublin Business School 2012 — 2012
Study Abroad, International Business
Minnehaha Academy 2008 — 2012
High School Diploma
Exencial Wealth Advisors April 2015 - Present
ACT Wealth Management, LLC April 2014 - April 2015
UBS January 2013 - April 2014
Fidelity Investments August 2009 - May 2012
Education
University of Texas at Dallas - Naveen Jindal School of Management 2005 — 2009
BBS, Business Administration
Kaplan University 2011 — 2012
Certificate in Financial Planning
Dallas Baptist University
Fidelity Investments September 2013 - Present
Tarrant County College 2011 - 2012
Dallas Baptist University August 2007 - July 2011
Skills
Higher Education, Recruiting, Advisement, Event Planning, Project Coordination, Report Writing, Memos, Budgets, Research, Marketing
Education
Dallas Baptist University 2008 — 2010
Master of Liberal Arts, History
Dallas Baptist University
Bachelor of Art and Science, Philosophy
State Street Bank & Trust Co. March 2015 - Present
Fidelity Investments May 2011 - March 2015
Fidelity Investments February 2007 - May 2011
Deloitte 1995 - 2006
Skills
Risk Management, Regulatory Compliance, Mutual Funds, Sarbanes-Oxley Act, Risk Assessment, Financial Services, Internal Controls, Financial Risk, Enterprise Risk..., Process Improvement
Education
Northeastern University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), MBA/MS Accounting
EnerNOC July 2015 - Present
Feeley & Driscoll, P.C. October 2012 - July 2015
Fidelity Investments June 2011 - August 2011
Skills
Accounting, Auditing, US GAAP, Financial Reporting, Microsoft Excel, Financial Analysis, Internal Controls, Tax Preparation
Education
Northeastern University - Graduate School of Business Administration 2012 — 2013
Master of Accounting, Accounting
Assumption College 2008 — 2012
Bachelor of Arts (BA), Accounting
Fidelity Investments July 2015 - Present
Fidelity Investments October 2014 - Present
Fidelity Investments July 2012 - October 2014
Hitting/Pitching Lessons April 2008 - November 2011
Tri County Sports April 2008 - September 2010
McDonald's Restaurant May 2006 - April 2008
Skills
Microsoft Excel, Customer Service, Time Management, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Leadership, Data Entry, Access, Inventory Management, Customer Satisfaction, Analysis, Data Analysis, Financial Analysis, Corporate Finance, Microsoft Suites, Project Planning, Project Management, Finance, Fixed Income, Sales, Team Leadership, Team Building, Financial Services
Education
Dallas Baptist University 2010 — 2012
Bachelor of Arts, Finance
GuideStone Financial Resources March 2015 - Present
GuideStone Financial Resources March 2013 - March 2015
Fidelity Investments January 2013 - March 2013
Fidelity Investments May 2012 - January 2013
Skills
Project Planning, Client Engagement, Strategic Consulting, Financial Analysis, Financial Management, Quantitative Analysis, Financial Planning, Investment Products, International Finance, Options Strategies, Consultative Selling...
Education
Massachusetts Institute of Technology 2015 — 2015
Certificate in Investment Management Theory and Practice- For CIMA Designation
Southern Methodist University 2013 — 2014
Certificate in Financial Planning
Dallas Baptist University 2011 — 2013
MBA, Finance, 3.9 GPA
Dallas Baptist University 2007 — 2011
BA, Broadcast Communication, Political Science, 3.6 GPA
Russell Investments June 2014 - Present
S. Gallahue February 2013 - May 2014
Man June 2011 - January 2013
Man January 2008 - June 2011
Fidelity Investments December 2005 - December 2007
Fidelity Investments January 2002 - December 2005
Fidelity Investments April 2000 - December 2001
BMO December 1997 - April 2000
Skills
Marketing Strategy, Marketing Communications, Creative Direction, Advertising, Writing, Digital Marketing, Online Communications, Video Production, Web Analytics, Media Relations, Public Relations, Event Management, Project Management, Email Marketing, SEM, Web Development, Corporate Branding, Press Releases, Product Marketing, Marketing Management, Branding & Identity, Marketing, Strategy, B2B, Website Development, Direct Marketing, Integrated Marketing
Education
Dalhousie University 1993 — 1997
Bachelor of Commerce (B.Com.), Marketing
Schulich School of Business January 2015 - Present
Gravity Ltd. August 2013 - October 2014
Capital C January 2012 - August 2013
Fidelity Investments January 2011 - January 2012
Red Canary May 2010 - December 2010
Binding Brilliance Publishing March 2008 - May 2010
American Apparel June 2008 - August 2009
Skills
Marketing Communications, Account Coordination, Social Media Marketing, Project Management, Brand Management, Customer Support, Strategic Planning, Online Advertising, Advertising, Social Media, Market Research, Marketing Strategy, Marketing, Account Management, Digital Marketing, Digital Strategy
Education
York University - Schulich School of Business 2015 — 2015
Master of Business Administration (M.B.A.), Global Retail & Marketing Management
Seneca College of Applied Arts and Technology 2009 — 2010
Diploma, Creative Advertising
Dalhousie University 2005 — 2009
Bachelor of Commerce, Co-op Program
Wells Fargo June 2012 - Present
Wells Fargo May 2009 - Present
Wachovia June 2007 - 2009
Bank of America December 1997 - June 2007
Fidelity Investments June 1995 - November 1997
Skills
Analytics, Marketing, Product Management, Strategy, Mergers, Marketing Strategy, Product Development, Credit, Investments, Financial Analysis, Management, Mergers & Acquisitions, Financial Services, Market Research, Strategic Planning, P&L Management, Leadership, Integrated Marketing, Banking, Executive Management
Education
Northeastern University - Graduate School of Business Administration 1994 — 1997
MBA, Finance
Saint Lawrence University 1989 — 1993
BA, Government, Economics
Nichols 1984 — 1989
High School
IDC January 2008 - Present
Fidelity Investments October 2007 - December 2007
Boston Scientific Corporation September 2006 - December 2006
Trudeau & Trudeau Associates, Inc. May 2005 - July 2005
eClerx January 2004 - June 2004
Skills
MS Office Suite, Access, Compustat, SPSS, Powerplay, Online Marketing..., Market Research, Pricing Analysis, Bid Strategy, Data Analysis, Competitive Intelligence, Data Management, Salesforce.com, Market Intelligence, Management, Microsoft Office, Analysis, Analytics
Education
Northeastern University - Graduate School of Business Administration 2004 — 2007
MS, Finance (plus one year of Operations Research)
University of Mumbai 1999 — 2003
Bachelors, Electronics Engineering
St. Mary's ICSE
Fidelity Investments September 2000 - Present
Sage Research September 1999 - September 2000
Scudder Kemper Investments January 1996 - July 1999
Boston Edison Company March 1992 - December 1995
Education
D'Amore-McKim School of Business at Northeastern University 1989 — 1991
MBA
University of Rochester 1985 — 1989
BA, Psychology
GSI Group, Inc. September 2011 - January 2015
Sycamore Networks, Inc. February 2008 - September 2011
Cantata Technology October 2006 - November 2007
MatrixOne, Inc/Dassault Systemes May 2004 - October 2006
Analog Devices September 1997 - May 2004
Fidelity Investments February 1992 - September 1997
Skills
Deferred Compensation, HRIS, Talent Management, Employee Relations, Performance Management, Talent Acquisition, Change Management, Mergers, Succession Planning, Strategic Planning, Organizational..., Recruiting, Start-ups, Employee Benefits, Team Building, Cross-functional Team..., Human Resources, HR Consulting, Business Development, Business Strategy, Management, Workforce Planning, Mergers & Acquisitions, Employee Engagement, Strategy, Vendor Management, Sourcing, Onboarding
Education
D'Amore-McKim School of Business at Northeastern University 1984 — 1986
MBA, High Technology Executive MBA Program
Tewksbury Memorial High School 1970 — 1972
High School Diploma, College Course
Duke Raleigh Hospital July 2012 - Present
Fidelity Investments September 2007 - February 2010
State Street Bank 2005 - 2007
Sun Life Financial August 1999 - November 2005
Waddell & Reed Financial Services 1995 - 1997
Skills
Business Analysis, Software Documentation, Analysis, Leadership, Portfolio Management, Project Planning
Education
Duke University School of Nursing 2011 — 2012
Bachelor of Science in Nursing, Registered Nursing/Registered Nurse, 3.66
Northeastern University - Graduate School of Business Administration 1993 — 1994
Master of Business Administration (MBA), 3.54
Wentworth Institute of Technology 1988 — 1992
BS, Construction Management, 3.91
Massasoit Community College 1986 — 1988
AS, HVAC Design, 3.34
Pensionmark Retirement Group June 2010 - Present
Fidelity Investments March 1996 - April 2010
Putnam Investments December 1991 - March 1996
Skills
Retirement, Retirement Planning, 401k, Securities, Series 63, Series 7, Mutual Funds, Investments, Pensions, Asset Management, Investment Advisory, Employee Benefits, Insurance, Asset Allocation, Financial Planning, Portfolio Management, Series 6, Wealth Management, Annuities, Defined Benefit, ERISA
Education
Northeastern University 1988 — 1993
BS, Managment & Finance
Northeastern University - Graduate School of Business Administration 1988 — 1993
Bachelor of Science (B.S.), Finance & Management
MultiPlan July 2014 - Present
Multiplan May 2008 - July 2014
Heilind Electronics March 2007 - February 2008
Northeast Catholic Family Conference 2003 - 2006
Fidelity Investments July 2001 - September 2003
Fidelity Investments July 2000 - July 2001
Fidelity Investments September 1997 - July 2000
National Financial Services Corp (a subsidiary of Fidelity Investments) January 1995 - September 1997
Fidelity Investments November 1988 - December 1994
Skills
Benefits, Employee Benefits, Human Resources, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word
Education
D'Amore-McKim School of Business at Northeastern University
Graduate Certificate - Human Resources Management, June 2003
Suffolk University - Sawyer Business School
Bachelor's Degree in Business Administration - Management, May 2000
State Street Corp March 2007 - Present
Fidelity Investments May 2000 - March 2007
Liberty Funds Group (acquired by BoA in 2001) August 1999 - April 2000
State Street July 1994 - July 1999
Skills
BPO, IT Financial Management, RFP, Vendor Management, Financial Analysis, Cost Accounting, Financial Management, Outsourcing Management, Business Analysis, Outsourcing, Strategy, Analysis, Offshoring, Management, Governance, Financial Services, SDLC, Finance, Managerial Finance, Business Process, Project Portfolio..., PMO, Portfolio Management, Business Planning
Education
Northeastern University - Graduate School of Business Administration 1997 — 1999
Master of Business Administration (M.B.A.)
Manhattan College 1987 — 1991
BS, Accounting
Fidelity Investments July 2015 - Present
Fidelity Investments June 2011 - June 2015
Skills
Agile Methodologies, Requirements Analysis
Education
Dalian University of Technology 2003 — 2006
Master's degree, Computer Science
Fidelity Investments February 2015 - Present
Nationstar Mortgage March 2013 - November 2014
JPMorgan Chase June 2005 - March 2013
Skills
Recruitment/Retention, Customer Acquisition, Project Coordination, Sales Process, Staff Training, Recruiting, Sourcing, Pre-screening, Hiring Employees, Job Fairs, Networking, Qualifying Candidates, Headcount, Screening Resumes, Talent Acquisition, Applicant Tracking..., Human Resources, Closing Candidates, Extending Offers, High-volume Recruiting, Talent Pipelining, Multi-Location..., Client/Hiring Manager..., Building Strong..., Sales Management, Customer Service, Banking, Credit, Management, Mortgage Lending, Mortgage Banking, Loans, Mortgage Underwriting, Coaching, Analysis, Mortgage Servicing, Business Process..., Temporary Placement, Financial Services, Loan Origination, Hiring, Loss Mitigation, Training, Taleo, Residential Mortgages, Relationship Management, Credit Analysis, Consumer Lending, Refinance, Customer Retention
Education
Dallas Baptist University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Fidelity Investments July 2015 - Present
Nanny (self-employed) August 2008 - 2015
West, Webb, Allbritton & Gentry, PC February 2012 - July 2012
Elite Suites Pet Resort October 2009 - July 2010
Janie and Jack June 2008 - October 2009
Skills
Organizational &..., Tenacious Work Ethic, Communication, Sales Operations, Strategic Visionary, Legal Assistance, Customer Service, Time Management, Childcare, Sales, Teamwork, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Management
Education
Dallas Baptist University 2013 — 2015
Bachelor of Business Administration (BBA), Business Management
Heritage Trust Company January 2015 - Present
Heritage Trust Company July 2013 - Present
GuideStone Financial Resources August 2012 - July 2013
GuideStone Financial Resources August 2011 - August 2012
GuideStone Financial Resources August 2010 - August 2011
GuideStone Financial Resources July 2008 - August 2010
Fidelity Investments January 2008 - July 2008
Skills
Finance, Valuation, Mutual Funds, Portfolio Management, Financial Analysis, Investments, Analysis, Investment Banking, Management, Accounting, Strategic Financial..., Retirement, Asset Allocation, Retirement Planning, Banking, Financial Modeling, Credit, Trading, Alternative Investments, Investment Strategies, Series 7, Microsoft Excel, Investment Management, Risk Management, Insurance, Nonprofits, Corporate Finance, Forecasting, Business Analysis, Financial Services, Account Reconciliation, Asset Management, 401k, Securities, Wealth Management, Managerial Finance, Equities
Education
Dallas Baptist University 2007 — 2009
MBA, Finance
Dallas Baptist University 2005 — 2007
B.B.S., Business Administration
Christ For the Nations Institute 2003 — 2005
Practical Theology, Religion
Empower Retirement, Great West Financial 2012 - Present
AFS/Guardian Life 2009 - 2011
Fidelity Investments 2006 - 2009
TIAA-CREF 1998 - 2006
Massachusetts Financial Services 1996 - 1998
Pioneer Mutual Funds 1986 - 1996
Boston Financial Data Services 1984 - 1985
Skills
Defined Benefit, 401k, Retirement, Executive Pay, Retirement Plan..., ERISA, Employee Benefits, Series 63, Pensions, Retirement Planning, Mutual Funds, Series 7, Deferred Compensation, Fixed Annuities, Series 6, Wealth Management, Financial Services, FINRA, Life Insurance, Relationship Management, Asset Allocation, Securities, Investment Advisory, Disability Insurance, Investments, Uniform Combined State..., Strategic Financial...
Education
Northeastern University - Graduate School of Business Administration 2005 — 2009
MBA
Vertex Pharmaceuticals February 2012 - Present
US Army December 1994 - Present
Fidelity Investments July 2008 - February 2012
Liberty Mutual Group December 2006 - July 2008
Liberty Mutual Group December 2003 - December 2006
Liberty Mutual Group November 2000 - December 2003
Liberty Mutual Group May 1999 - November 2000
Education
Northeastern University - Graduate School of Business Administration 2000 — 2002
MSF, Masters of Science in Finance
University of Massachusetts Dartmouth 1995 — 1999
BS, Finance & Management
Loomis, Sayles & Company May 2012 - Present
Endeavour Investment Partners July 2011 - June 2012
Fidelity Investments January 2005 - February 2009
RIA Trading, Fidelity Capital Market Services 2004 July 2004 - October 2005
Fidelity Investments June 2002 - July 2004
National Financial - Fidelity Investments January 2001 - January 2003
National Financial - Fidelity Investments January 2000 - January 2001
National Financial- Fidelity Investments January 1999 - January 2000
Liberty Funds Distributors, Inc January 1997 - January 1999
Liberty Funds Distributor 1997 - 1999
Skills
Public Speaking, Business Relationship..., Internal Communications, Bloomberg, Financial Services, Asset Management, Account Management, Series 7, CRM, Management, Mutual Funds, Marketing, Equities, Investments, Sales
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
MBA
University of Denver - Daniels College of Business 1990 — 1994
BSBA
Boston Private Wealth LLC October 2014 - Present
Banyan Partners August 2013 - October 2014
Silver Bridge May 2006 - July 2013
Fidelity Investments June 1996 - May 2006
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2005
MSF, Finance
Trinity College-Hartford 1990 — 1994
BA, History
The Taft School
HD Vest Financial Services February 2015 - Present
Kirsch & Associates February 2014 - February 2015
Fidelity Investments April 2012 - June 2013
Fidelity Investments October 2010 - April 2012
Fidelity Investments March 2010 - September 2010
Fidelity Investments September 2007 - March 2010
Skills
Series 7, Certified Financial..., Retirement Planning, Financial Planning, Series 66, Series 6, Series 63, Investments, 401k, Strategic Financial..., Finance, Asset Allocation, Financial Services, Pensions, Portfolio Management, Uniform Combined State...
Education
Dallas Baptist University 2005 — 2007
Bachelor of Arts, Biblical Studies
Bowie High School
LIMRA Secure Retirement Institute April 2009 - Present
Fidelity Investments June 1997 - April 2009
Skills
Fixed Annuities, Retirement, Mutual Funds, Retirement Planning, Variable Annuities, Retirement Income, Relationship Management, Series 7, Management, 401k, Series 6, Securities, Insurance
Education
D'Amore-McKim School of Business at Northeastern University 1995 — 1997
MBA, Business
University of Dhaka
M. Com., Finance
Fidelity Investments June 2014 - Present
Fidelity Investments February 2014 - June 2014
Fidelity Investments January 2012 - February 2014
Fidelity Investments June 2011 - January 2012
Fidelity Investments June 2010 - June 2011
The Village Church January 2009 - December 2009
Dallas Baptist University August 2007 - August 2008
Skills
Series 7, Series 66, Series 63, Investments, Trading, Mutual Funds, Finance, Financial Services, Retirement, CRM, Asset Allocation, Portfolio Management, 401k, Retirement Planning, Securities, Sales, Options, ETFs, IRAs, Strategic Financial..., Wealth Management
Education
Dallas Baptist University 2008 — 2009
M.B.A., Finance
Dallas Baptist University 2004 — 2009
BBA - Management MBA, Finance
Constant Contact June 2009 - Present
Fidelity Investments June 2005 - June 2009
Ernst & Young February 2004 - June 2005
Haemonetics 1998 - 2003
Skills
Forecasting, Financial Analysis, Finance, Hyperion Enterprise, Financial Modeling, Analytics, Financial Reporting, Business Strategy, Salesforce.com, Strategic Planning, Process Improvement, Competitive Analysis, Analysis, Cross-functional Team..., Strategic Financial..., Business Planning, Managerial Finance
Education
D'Amore-McKim School of Business at Northeastern University 2004 — 2006
MBA, Finance
University of Massachusetts Boston 1994 — 1998
BS, Finance
The Independent BankersBank June 2014 - Present
Staff One, Inc. January 2014 - May 2014
Fidelity Investments March 2012 - January 2014
BBVA Compass March 1996 - August 2011
Guaranty Bank January 1999 - January 2008
Guaranty Bank January 1996 - January 1999
Bank of America April 1986 - March 1996
Skills
Pivot Tables, Access, Vlookup, Outlook, Word, PowerPoint, TM1, Typing, Excel, Microsoft Office, Mortgage Lending, Microsoft Word, Marketing, Financial Accounting, Microsoft Excel, Business Analysis, Management, Sales, Banking, Insurance, Finance, Forecasting, Analysis, Credit, Financial Modeling, Credit Analysis, Visio, Accounts Payable, Time Management, Accounts Receivable, Essbase, General Ledger, Process Improvement, Risk Management, SQL, Variance Analysis, Retail Banking, Financial Analysis, Payroll, Data Analysis, Hyperion Enterprise, Spreadsheets, Budgets, Loans, Financial Reporting, PeopleSoft, Account Reconciliation, Accounting, Human Resources, QuickBooks
Education
Dallas Baptist University 2002 — 2008
Business Admin., Business
W.A.B. Enterprises Group January 2014 - Present
Rogers Communications June 2011 - November 2013
Alterna Savings May 2010 - May 2011
Fidelity Investments November 2009 - April 2010
HDS Retail North America December 2008 - April 2009
Dundee Wealth February 1995 - June 2008
Lac Minerals Ltd January 1991 - January 1995
Skills
Employee Engagement, Employee Relations, Performance Management, HRIS, Human Resources, Deferred Compensation, Employee Benefits, Personnel Management, Payroll, PeopleSoft, Strategy, Leadership, Management, Job Evaluation, Labor Relations, Process Improvement, Interviews, New Hire Orientations, CRM, Talent Management, Analysis, HR Consulting, Incentive Programs, HR Policies
Education
University of Toronto
Certificate, Human Resource Management
University of Toronto Schools
Certificate, Human Resource Management
Dalhousie University 2009 — 2013
CEBS
George Brown College
Fidelity Investments November 2011 - November 2014
Fidelity Investments February 2010 - November 2011
Skills
Mutual Funds, Customer Service, Relationship Management, Investments, Financial Analysis, Financial Services, Sales, Wealth Management, Social Media
Education
Dalhousie University
Independent March 2009 - Present
Independent October 2010 - March 2013
Prject Management Institute West Bengal Chapter http://www.pmiwbc.org June 2009 - December 2011
Fidelity Investments September 2006 - February 2009
IBM Corporation 1998 - 2005
Parsons June 1979 - February 1997
Skills
SDLC, Business Analysis, Software Project..., Integration, Project Management, Change Management, Project Planning, Management, Analysis, Testing, SAP, Disaster Recovery, Software Documentation, Business Development, Management Consulting
Education
Project management Institute of America 2003 — 2003
PMP Certification - Project management Professional, Project Management, Certified and active
D'Amore-McKim School of Business at Northeastern University 1978 — 1983
MBA, Business Administration
Northeastern University 1973 — 1976
BSBA, General Management
University of Calcutta
B.Com, Commerce, Accounting
NEI Investments September 2012 - Present
Mercer April 2012 - September 2012
HSBC Global Asset Management March 2010 - March 2012
Fidelity Investments October 2009 - March 2010
Russell Investments October 2006 - April 2009
Skills
Portfolio Management, Asset Management, Asset Allocation, Mutual Funds, Investment Management, Pensions
Education
Dalhousie University 2004 — 2006
MBA
University of Toronto 1999 — 2003
BASc
CFA society
business writing class
business writing class
Counterparty Systems, Inc. 2008 - Present
Fidelity Investments 2005 - 2007
Fidelity Investments 1999 - 2005
Nicholas Applegate Capital Management 1997 - 1999
Jefferies & Company, Inc 1996 - 1997
Salomon Brothers 1989 - 1996
AT&T 1987 - 1989
Skills
Stocks, Equities, Trading Systems, Asset Management, Trading, Disaster Recovery, Electronic Trading, Unix, Software Development, Financial Services, Integration, Agile Methodologies, Java, C/C++ STL, Objective-C, Python, Ruby, Web Design, Web Development, iOS development, Android Development, OS X, Project Portfolio..., Portfolio Management, Databases, SDLC
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2005
M.B.A., International Business
University of New Hampshire 1983 — 1987
B.S., Computer Science
Fidelity Investments October 2009 - Present
Fidelity Investments June 2005 - August 2009
Fidelity Investments June 2003 - June 2005
Fidelity Investments June 2000 - June 2003
Fidelity Investments June 1992 - June 2000
Skills
Corporate Real Estate, Real Estate, Business Intelligence, Relationship Management, Financial Services, Financial Analysis, Strategic Planning, Portfolio Management, Competitive Analysis, Investments, Financial Reporting, Analysis, Due Diligence, Finance, Business Planning, Securities, Mutual Funds, Leadership, Management, Corporate Finance, Strategy, Budgets, Business Strategy, CRM, Financial Modeling, Executive Management, Risk Management, Mergers & Acquisitions, Valuation, Strategic Financial..., Asset Management, Equities, Fixed Income, Alternative Investments
Education
Northeastern University - Graduate School of Business Administration 1998 — 2002
Masters of Science in Finance (MSF), June 2002
Northeastern University - Graduate School of Business Administration 1994 — 1998
Masters in Business Administration (MBA), June 1998
Northeastern University 1983 — 1987
Bachelor of Science in Business Administration, Concentration in Finance June 1987
Fidelity Investments January 1999 - Present
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MSF, Finance
University of Connecticut 1993 — 1997
Business, Accounting
Fidelity Investments August 2014 - Present
Skills
Project Management, SQL, Finance, SDLC, Risk Management, Forecasting, Business Process..., Financial Modeling, Accounting, Vendor Management, Analysis
Education
University of New Hampshire - Whittemore School of Business and Economics 1993 — 1997
Bachelor of Science (B.S.)
Northeastern University - Graduate School of Business Administration
MBA
J.P. Morgan August 2014 - April 2015
Fidelity Investments October 2012 - July 2014
Neuberger Berman October 2005 - January 2010
Pershing LLC, Bank of New York December 2000 - October 2005
Skills
Portfolio Management, Analysis, Performance Attribution, Investment Banking, Management, Microsoft Excel, Training
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
M.B.A, Finance and Insurance
Hofstra University 1996 — 1999
B.B.A., Finance and Banking
Invesco Canada January 2010 - Present
AEGON/Transamerica Life Canada June 2009 - December 2009
Fidelity Investments Canada ULC March 2005 - February 2009
Fidelity Investments Canada ULC 2005 - 2006
Fidelity Investments Canada ULC. 2002 - 2004
Fidelity Investments Canada ULC. 2001 - 2002
Fidelity Investments 1998 - 2001
Skills
Marketing Communications, Mutual Funds, Digital Marketing, Marketing Strategy, Email Marketing, Investments, Budgets, Internal Communications, Management, Advertising, Marketing, Financial Services, Corporate Communications, Relationship Management, Leadership, Social Media
Education
Dalhousie University 1992 — 1996
BA, English
Fidelity Investments July 2010 - Present
Fidelity Investments January 2002 - June 2010
Fidelity Investments January 2000 - January 2002
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2013
MBA, FINANCE
Hobart and William Smith Colleges 1992 — 1996
Winchester High School 1989 — 1992
The Rivers School
Fidelity 2010 - Present
Fidelity Investments April 2006 - April 2010
Fidelity Investments April 2006 - April 2010
Fidelity Investments July 1999 - March 2006
Skills
Financial Planning, Investments, Mutual Funds, Insurance, Retirement, Customer Service, Estate Planning
Education
Northeastern University - Graduate School of Business Administration 2001 — 2003
Master's degree, Finance
Isenberg School of Management, UMass Amherst 1995 — 1999
Bachelor’s Degree, Corporate Finance & Investments
Norwell High
University of Massachusetts Dartmouth
Fidelity Investments July 2005 - Present
Fidelity Investments July 2003 - June 2005
Fidelity Investments September 1999 - June 2003
Healthcare Associates 1996 - 1999
Fleet Financial Group, Inc 1985 - 1996
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2004
MIT October 2011 - Present
Biogen May 2011 - October 2011
Brandeis University June 2010 - May 2011
AMEC Earth and Environmental March 2009 - June 2010
Fidelity Investments July 2005 - December 2008
Fidelity Investments February 2003 - June 2005
Fidelity Investments April 2001 - January 2003
Fidelity Investments October 2000 - March 2001
Fidelity Investments October 1999 - September 2000
Skills
Program Management, Visio, Cross-functional Team..., SDLC, Business Analysis, Project Management, PMP, Process Improvement
Education
Northeastern University - Graduate School of Business Administration 1997 — 1999
MBA
Bryant University 1993 — 1997
B.S.B.A
Fidelity Investments 2009 - Present
Fidelity Investments 2007 - 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2003 - 2005
Skills
Budgets, Management, Analysis, Leadership, Finance, Forecasting, Analytics, Decision Support, Strategic Financial..., Project Planning, Strategy, Strategic Planning, Business Planning, Executive Management, Human Resources, Vendor Management, Financial Analysis, Portfolio Management
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2004
Houghton College 1988 — 1992
Fidelity Investments February 1995 - Present
Education
Northeastern University - Graduate School of Business Administration 1999 — 2001
High Tech MBA
Merrimack College 1983 — 1987
Bachelor of Science - Computer Science, Minor - Electrical Engineering
Liberty Mutual Insurance June 2013 - Present
Liberty Mutual Insurance June 2012 - June 2013
Liberty Mutual Insurance September 2011 - June 2012
Liberty Mutual February 2011 - September 2011
WilmerHale January 2011 - January 2011
e-Dialog May 2009 - June 2009
Keane October 2008 - February 2009
State Street March 2008 - April 2008
Sun Life Financial March 2007 - September 2007
Fidelity Investments September 1999 - February 2007
Skills
Project Management, Data Analysis, Project Planning, Business Development, Forecasting, Research, Business Analysis, Budgets, Software Documentation, Analytics, Finance, Customer Service, Visual Basic, Financial Analysis, Financial Modeling, CRM, Risk Management, Process Improvement, Microsoft Excel, Strategic Planning
Education
Northeastern University - Graduate School of Business Administration 1996 — 1998
Master of Business Administration (M.B.A.)
Yale University 1988 — 1992
BA, History
Fidelity Investments November 2012 - Present
Hewlett-Packard March 2012 - November 2012
Fidelity Investments June 1996 - April 2012
Wal-Mart March 1985 - June 1996
Texas Instruments 1989 - 1996
Wal-mart 1983 - 1990
Skills
Disaster Recovery, SDLC, Business Continuity, Systems Management, Vendor Management, ITIL, IT Strategy, IT Service Management, Unix, Cross-functional Team..., Enterprise Architecture, Cloud Computing, Solution Architecture, Agile Methodologies, Requirements Analysis, Data Center, Infrastructure, Software Development, Enterprise Software, Architecture, Software Project..., SOA, IT Operations, Project Management, IT Management, Systems Analysis, Data Warehousing, Oracle, Management, PMP, Integration, Project Portfolio..., PMO, Requirements Gathering, Service Delivery, Business Analysis, SharePoint, SaaS, Agile Project Management, System Architecture, Visio, Pre-sales, System Deployment, Troubleshooting, Solaris, Virtualization, Databases, Security, Business Intelligence, DB2
Education
Dallas Baptist University 2009 — 2012
MBA, Business
Dallas Baptist University 2000 — 2004
BS, MIS
Southern Technical College 1987 — 1989
Associates, Electrical and Electronics Engineering
Waynesville High School
Fidelity Investments July 2008 - December 2013
Fidelity Investments May 2006 - July 2008
Citizens Bank January 2005 - May 2006
Skills
Financial Modeling, Financial Analysis, Statistical Data..., Business Process Design, Requirements Analysis, Business Analysis, Employee Training, Microsoft Excel, Software Testing Life..., Business Strategy, Sales, Corporate Actions
Education
Northeastern University - Graduate School of Business Administration 2009 — 2014
Master of Business Administration (M.B.A.), Finance and Investments
University of Massachusetts, Amherst 1993 — 1998
Bachelor's Degree, Mathematics
John Hancock Investments August 2012 - Present
Fidelity Investments February 2010 - June 2012
Evergreen Investments June 2008 - November 2009
Investment Technology Group 2006 - 2008
Standish Mellon Asset Management October 2001 - July 2006
The Boston Company 1998 - 2001
Skills
Fixed Income, Credit, Bloomberg, Equities, Series 7, Hedge Funds, Mutual Funds, Asset Management, Portfolio Management, Series 63, Alternative Investments, Asset Allocation, Investments, Securities, Investment Management
Education
D'Amore-McKim School of Business at Northeastern University
MBA, Finance
Saint Lawrence University
Bachelor of Science (BS), Political Science and Government
Raytheon March 2013 - Present
Raytheon July 2007 - March 2013
Raytheon January 2006 - July 2007
Raytheon October 2001 - December 2005
Fidelity Investments 1996 - 2001
Skills
Information Security, Security Clearance, Earned Value Management, DoD, Information Assurance, Six Sigma, Computer Security, Process Improvement, Integration, Security Operations, Information Security..., Network Security, Management, Enterprise Software, Change Management, Visio
Education
Northeastern University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
Wentworth Institute of Technology 1985 — 1989
Bachelor of Science (BS), Building Construction Technology
CFP Board August 2014 - Present
Fidelity Investments July 2010 - August 2014
TIAA-CREF May 2009 - July 2010
Ameriprise Financial Services, Inc. 1997 - 2009
United States Air Force 1992 - 1997
Skills
Wealth Management, Retirement Planning, Mutual Funds, Investment Strategies, Asset Management, Retirement, Asset Managment, Series 63, Series 7, Asset Allocation, Strategic Financial...
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1995
MBA, Business Administration
University of Miami 1987 — 1991
B.S., E.E.
ProCare Health Group 2013 - Present
Innova Medical Ophthalmics 2007 - 2008
Fidelity Investments 2006 - 2006
Skills
Chiropractic -..., Graston Technique, Muscle Release Technique, Rehabilitation, Chiropractic, Orthotics, Sports Injuries
Education
D'Youville College 2008 — 2012
Doctor of Chiropractic, (DC)
York University 2002 — 2006
Bachelor of Arts with Honours, Kinesiology and Exercise Science
Macklin
Fidelity Investments June 2012 - Present
Fidelity Investments June 2010 - June 2012
Federal Home Loan Bank of Boston June 2009 - June 2010
Federal Home Loan Bank of Boston May 2008 - May 2009
Pilgrim Insurance March 2006 - May 2008
Quinlan Publishing Company 2002 - 2006
Lucent Technologies 2000 - 2001
Skills
Business Analysis, SDLC, SQL, Process Improvement, Visio, Agile Methodologies, Requirements Analysis, Risk Management, Project Management, Microsoft SQL Server, Requirements Gathering, Systems Analysis
Education
Northeastern University - Graduate School of Business Administration 2008 — 2010
MBA
University of Michigan 1997 — 2000
BS, Computer Scinece
Fidelity Investments December 2013 - Present
Fidelity Investments January 2011 - November 2012
Fidelity Investments August 2005 - January 2011
Concord Communications September 2000 - August 2005
Education
D'Amore-McKim School of Business at Northeastern University 1998 — 2000
MBA, Finance
The College of Wooster 1989 — 1993
BA, Sociology/Anthropology
Fidelity Investments Senior Manager, Database OperationsFidelity InvestmentsFebruary 2010 - December 2011
Fidelity Investments January 2008 - February 2010
Fidelity Brokerage Company 2005 - 2007
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
MBA
Plymouth State University 1996 — 2000
BS, Information Technology
Fidelity Investments June 2011 - Present
Fidelity Investments March 2007 - June 2011
Fidelity Investments June 2004 - March 2007
JPMorgan Chase September 1999 - June 2004
State Street Corp November 1996 - September 1999
Skills
Securities, Equities, Mutual Funds, Fixed Income, Asset Management, Financial Services, Portfolio Management, Alternative Investments, Risk Management, Bloomberg, Valuation
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MSF, Finance
Western New England University 1991 — 1995
BSBA, Marketing
Archbishop Williams High School 1986 — 1990
Fidelity Investments August 2011 - Present
Fidelity Investments August 2009 - August 2011
Fidelity Investments August 2006 - August 2009
Fidelity Investments July 2004 - August 2006
Fidelity Investments April 2000 - April 2004
Northeastern University 1997 - 2000
Skills
Enterprise Content..., Product Development, Content Management, Vendor Management, Series 7, Project Management, Relationship Management, Employee Benefits, Marketing, SharePoint, Program Management
Education
D'Amore-McKim School of Business at Northeastern University 1996 — 1999
MBA, Management, Marketing
Simmons College
BA, Marketing Communications
Fidelity Investments June 2010 - Present
State Street July 2007 - March 2009
Investors Bank & Trust 1992 - 2007
Education
D'Amore-McKim School of Business at Northeastern University
MBA
Isenberg School of Management, UMass Amherst
Bachelors, Finance
Anticoagulation Forum April 2012 - Present
Strategic Marketing July 2006 - Present
Fidelity Investments 1994 - 1998
Skills
Marketing Strategy, Public Relations, Healthcare, Marketing Management, Marketing Communications, Online Advertising, Integrated Marketing, Digital Marketing, Advertising, Marketing, Strategic Planning, Social Media Marketing
Education
D'Amore-McKim School of Business at Northeastern University 1990 — 1991
MBA
Saint Michael's College
BA, Business Administration and Management, General
Callan Capital July 2014 - Present
PTI Marketing Technologies October 2013 - June 2014
Fidelity Investments October 2012 - October 2013
Crestwood Advisors LLC September 2007 - October 2012
State Street Bank and Trust 2006 - 2007
Product Ventures August 2005 - May 2006
Morgan Stanley Wealth Management May 2005 - August 2005
Skills
Marketing, Marketing Strategy, Email Marketing, Social Media Marketing, CRM, Direct Marketing, Client Relations Skills, Blogging, Marketing Communications, Social Media, Corporate Branding, Event Planning, Digital Marketing, Project Management, Corporate Events, Content Writing, Video, Mutual Funds, Sales, Investment..., Public Relations
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Marketing
Fairfield University 2002 — 2006
Bachelor of Science (BS), Marketing
Mackenzie Investments January 2011 - Present
Mackenzie Investments December 2005 - December 2010
CIBC March 2003 - October 2004
Fidelity Investments April 1996 - August 2002
Fidelity Investments November 1993 - March 1996
Skills
Securities, Requirements Gathering, Mutual Funds, SDLC, Forecasting, Business Analysis, Risk Management, Business Requirements, Financial Services, Investments, User Acceptance Testing
Education
Dalhousie University 1981 — 1985
Bachelor of Commerce (B.Com.), Finance and Economics
Fidelity Investments November 2014 - Present
Fidelity Investments October 2011 - November 2014
Fidelity Investments September 2007 - October 2011
Fidelity Investments June 2004 - September 2007
Skills
Financial Analysis, Financial Modeling, Data Analysis, Finance, Microsoft Excel, Process Improvement, Analysis, Investments, Financial Services, Access, Mutual Funds, Accounting, PeopleSoft
Education
D'Amore-McKim School of Business at Northeastern University 2006 — 2009
MBA, Finance
Isenberg School of Management, UMass Amherst 2000 — 2004
BBA, Finance
Enterprise Iron Financial Industry Solutions, Inc. July 2015 - Present
Ameriprise Financial Services, Inc. November 2012 - December 2014
Resolute Management, Inc. September 2012 - September 2012
Edison Mission Marketing and Trading October 2011 - September 2012
Fidelity Investments March 2011 - October 2011
State of Massachusetts October 2009 - June 2011
Fidelity Investments September 2006 - September 2009
Fidelity Investments August 1995 - September 2009
The Shareholder Service Group February 1992 - July 1995
First Data 1993 - 1995
Skills
SQL, Databases, Oracle, C#, Microsoft SQL Server, ASP.NET, Web Applications, Software Development, Financial Services, Finance, Data Warehousing, SDLC, Linux, C++, C, Unix Shell Scripting, Sybase ASE, VBA, ETL, Fixed Income, Perl, SAS, R, PostgreSQL, MySQL, Excel, Core Java, Access, VB.NET, Application Development, Python
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 2000
MSF, Finance
Texas A&M University 1981 — 1985
Bachelor, Business Administration Business Analysis (MIS)
Fidelity Investments July 2015 - Present
Fidelity Investments October 2011 - June 2015
Fidelity Investments June 2008 - October 2011
Fidelity Investments 2004 - 2005
AT&T Communications Inc. June 1990 - February 2001
Skills
Enterprise Risk..., Financial Statement..., Change Management, Corporate Social..., Accounting, Strategy Development, Investments, Microsoft Office, Operations Management, Strategy, Budgets, Strategic Planning, Team Building, Business Process..., Team Leadership, Business Planning, Business Strategy, Customer Service, Management, Leadership, Call Centers, Team Management, Telecommunications, Financial Services, Process Improvement
Education
The University of Dallas 2008 — 2011
MBA
Dallas Baptist University 1993 — 1996
Bachelor of Applied Business Administration
TD Canada Trust October 2012 - June 2013
Tarion Home Warranty Corporation April 2012 - September 2012
PCAS Patient Care Automation Services Inc. (makers of the PharmaTrust MedCentre) January 2012 - March 2012
Brovada Technologies Inc. December 2009 - January 2012
Direct Energy April 2009 - July 2009
Fidelity Investments December 2008 - April 2009
Direct Energy October 2007 - November 2008
MTS Allstream July 2007 - September 2007
Canadian Standards Association February 2007 - July 2007
Buchanan Associates January 2006 - December 2006
Skills
Java Enterprise Edition, Java, Guidewire, Guidewire Studio, Policy Center, Web Services, Hibernate, JSP, Oracle, SQL, Eclipse, Weblogic, EJB, JavaScript, Websphere, SOA, Struts, DB2, Sybase, MySQL, PL/SQL, UML, J2EE, Glassfish, HTML, Netbeans, Software Development
Education
Information Technology Institute 1998 — 1999
Diploma in Applied Technology, Applied Information Technology
Dalhousie University 1991 — 1996
BSc, Science
Fidelity Investments April 2002 - Present
William M. Mercer, Inc. October 1997 - April 2002
Education
Northeastern University - Graduate School of Business Administration 1989 — 1991
MBA, General Management
St. Lawrence University 1985 — 1989
BS, Mathematics/Economics
Fairport High School 1982 — 1985
H.S.
Fidelity Investments February 2006 - Present
Skills
Product Management, Business Analysis, Analytics
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
High Tech MBA
Broadridge Financial Solutions August 2012 - Present
Broadridge 2010 - August 2012
Broadridge Financial Solutions 2004 - 2010
Fidelity Investments 1990 - 2001
Fidelity Investments 1990 - 2001
Skills
Customer communications, Print and mail, Account management, Virtualization, Vendor Management, Business Analysis, Process Improvement, Salesforce.com, Product Management, Financial Services, Strategic Planning, New Business Development, Project Management, Business Development, Cross-functional Team..., Business Strategy, Program Management, Account Management
Education
Dallas Baptist University
BBS Business - Bachelor of Business Studies BBS, Business Administration and Management, General, 3.909
North Garland High School 1984 — 1987
Diploma, General Studies
Fidelity Investments Engineering Assistant - Failure Analysis EngineeringNational SemiconductorJune 1995 - November 2005
Education
Dallas Baptist University 2008 — 2010
MBA, Finance, International Business
LeTourneau University 2004 — 2006
BBA
Tarrant County College 1991 — 1996
AA
V-Soft Consulting Group, Inc. March 2014 - Present
Fidelity Investments March 2014 - Present
Great Western Bank October 2011 - March 2014
Rapid City Area Schools September 2009 - October 2011
Daktronics February 2008 - November 2008
Skills
SharePoint, Databases, Disaster Recovery, Troubleshooting, System Administration, Servers, Infopath, IIS, Windows Server 2003, Windows Server 2008 R2, SharePoint Designer, Windows Server, SQL, ASP.NET, Microsoft Office..., VMware
Education
Dakota State University 2007 — 2009
Master of Science, Information Systems
Jawaharlal Nehru Technological University 2002 — 2006
Bachelor of technology, Computer Science and Information Technology
South Dakota State University
Fidelity Investments February 1987 - Present
Skills
Financial Services, Mutual Funds, Business Analysis, SDLC, Vendor Management, Program Management, Asset Management, Process Improvement, Investments, Requirements Analysis, Fixed Income, Risk Management
Education
Northeastern University - Graduate School of Business Administration 1987 — 1992
MBA
Tufts University 1980 — 1984
BA, English, Drama
State Street March 2010 - Present
Fidelity Investments May 1996 - March 2009
Fidelity Investments January 1993 - March 2009
Special Equities January 1999 - January 2009
Foreign Exchange January 1996 - January 1999
Fidelity Investments October 1993 - May 1996
Fidelity Accounting and Custody Services January 1993 - January 1996
Skills
Trading Systems, FX Options, Trading, Fixed Income, Bloomberg, Investment Banking, Electronic Trading, Financial Services, International Capital..., Portfolio Management, Management, Equities, Banking, Bonds, Financial Markets, Finance, Financial Risk
Education
D'Amore-McKim School of Business at Northeastern University 1995 — 1998
Masters of Business Administration
University of Connecticut 1989 — 1993
Bachelor of Science, Business Administration / Finance
Maastricht University 1992 — 1992
International Studies in Business and Economics
NORTHEASTERN UNIVERSITY
Master, Business Administration
THE UNIVERSITY OF LIMBURG
Economics and Business
University of Connecticut
Bachelor of Science, Business Administration
Fidelity Investments March 2014 - Present
Fidelity Investments January 2013 - February 2014
Fidelity Investments September 2011 - December 2012
Fidelity Investments December 2010 - August 2011
Fidelity Investments July 2009 - November 2010
Fidelity Investments June 2008 - June 2009
Academic Technology - University of New Hampshire September 2006 - May 2008
Atkins Investment Group - University of New Hampshire September 2005 - May 2008
Fidelity Investments May 2006 - January 2008
Interstate Electrical 2004 - 2004
Skills
Account Reconciliation, Fund Accounting, Bloomberg, Mutual Funds, Investments, Internal Controls, General Ledger, Accounts Receivable, Financial Statements, Leadership, InvestOne, Access, Business Process Mapping, FMEA, Customer Service
Education
Northeastern University - Graduate School of Business Administration 2011 — 2013
Master's degree, Finance
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2008
Bachelor's degree, Business Administration
Fidelity Investments April 2014 - Present
Bank of America Corporation September 2012 - November 2013
Bank of America January 2012 - November 2013
Bank of America February 2011 - September 2012
Bank of America September 2010 - February 2011
Skills
Microsoft Office, Leadership, Customer Service, Team Leadership, Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Teamwork, Human Resources, Public Speaking, Time Management, Recruiting, HTML, English, Research, Employee Relations, Windows, Event Planning
Education
Daemen College 2005 — 2010
Bachelor's degree, Human Resources Management/Personnel Administration, General
Arbella Mutual Insurance Company April 2005 - March 2008
Fidelity Investments June 2000 - February 2005
Taxware International Incorporated January 2000 - May 2000
Education
D'Amore-McKim School of Business at Northeastern University
MBA (in progress)
Northeastern University
Bachelor of Science, Computer Science
New York Life April 2013 - Present
New York Life Retirement Plan Services May 2006 - April 2013
Manning & Napier Advisors April 2003 - May 2006
Fidelity Investments 2001 - 2003
Fidelity Investments Institutional Services (FIIS) 1993 - 1997
Skills
Series 7, Series 63, Mutual Funds, 401k, Asset Allocation, Asset Management, Financial Services, Investments, Portfolio Management, Retirement, Retirement Planning, Series 6
Education
Northeastern University 1985 — 1990
Finance, Finance, General
Northeastern University - Graduate School of Business Administration
MBA
Boston University School of Management November 2012 - Present
Regulatory Compliance, LLC June 2012 - February 2013
Sloane McCarron Capital Advisors, LLC May 2011 - June 2012
Fidelity Investments April 2005 - October 2010
National Financial February 1999 - April 2005
National Financial June 1995 - February 1999
Fidelity Investments March 1992 - June 1995
Skills
Due Diligence, Treasury Management, Business Planning, Management, Financial Services, Analysis, P&L Management, Sales, Selling, Investments, Negotiation, Relationship Management, Forecasting
Education
D'Amore-McKim School of Business at Northeastern University 1995 — 1998
MBA, Finance
University of Massachusetts Lowell 1981 — 1985
BSBA, Ecomonics
Thermo Fisher Scientific January 2015 - Present
Thermo Fisher Scientific April 2011 - December 2014
Fidelity Investments April 2008 - January 2011
State Street 2007 - 2008
Dresser-Masoneilan 2003 - 2007
Skills
Financial Modeling, Strategic Financial..., Forecasting, Finance, Budgets, Analysis, Financial Services, Pricing, Financial Analysis, Hyperion Enterprise, Sarbanes-Oxley Act, Variance Analysis, Corporate Finance, Financial Reporting, Cost Accounting, Mergers & Acquisitions, Process Improvement, Valuation, Cross-functional Team..., Manufacturing
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MBA
Shanghai University of Finance and Economics 1997 — 2000
Master, Economics
Shanghai University of Finance and Economics 1993 — 1997
Bachelor, International Finance
Citi Hedge Fund Services January 2012 - Present
Citco Fund Services 2006 - December 2011
The Bank of New York 2002 - 2006
Fidelity Investments 2000 - 2002
Skills
Hedge Funds, Fund Administration, Alternative Investments, Mutual Funds, Fund Of Funds, Financial Services, AML, Transfer Agency, Investor Relations, Equities, Fixed Income
Education
Dalhousie University
B.Comm, Finance
Fidelity Investments April 2012 - Present
PwC October 2004 - April 2012
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2004
MSA / MBA, Accounting, Business Administration
University of Michigan 1999 — 2003
Bachelor of Arts, Economics
Platinum Wealth Partners Inc June 2011 - Present
Morgan Stanley Smith Barney 2007 - 2009
Bank of America May 1994 - February 2007
Fidelity Investments 1985 - 1989
Skills
Investments, Asset Management, Insurance, Asset, Portfolio Management, Equities, Financial Planning, Securities, Wealth Management, Wealth, Trading, Banking, Loans, Alternative Investments, Funding, Strategic Advisory, Institutional Investors, Financial Advisory, Retirement, Debt, Risk, Retirement Planning, Estate Planning, Investment Banking, Hedge Funds, Mutual Funds, Asset Allocation, Investment Strategies, Series 7, Strategy, Strategic Financial...
Education
D'Amore-McKim School of Business at Northeastern University 1987 — 1989
mba, finance
University of Massachusetts at Amherst 1981 — 1985
bs, economics
Altisource Labs April 2015 - Present
J.Jill October 2013 - April 2015
Fidelity Investments February 2010 - October 2013
Skills
401k, Employee Benefits, ERISA, Compensation & Benefit, Analytics, Healthcare Management, Department Budgeting, Microsoft Excel, Defined Contribution, 409A, Non-Qualified Deferred..., Affordable Care Act, Open Enrollment, Benefits Design, Microsoft Office, Financial Analysis, Leadership, Process Improvement
Education
D'Amore-McKim School of Business at Northeastern University 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts, Amherst 1999 — 2005
Bachelor's degree, Economics