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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Fidelity Investments Employees
Fidelity Investments June 2014 - Present
Promise Hospital of Salt Lake CIty June 2013 - May 2014
Elon University February 2012 - May 2013
Elon University February 2012 - May 2012
Sail Caribbean Divers June 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Public Speaking, Event Planning, Facebook, Social Networking, Leadership
Education
Elon University 2009 — 2013
Bachelor of Arts (B.A.), Anthropology
Icon Realty & Management November 2012 - Present
Wake Chapel Church 2001 - Present
Wells Fargo Home Mortgage January 2012 - September 2013
PrimeLending May 2009 - December 2011
Fidelity Investments 2004 - 2009
Skills
Investment Properties, Refinance, Loans, Real Estate, Home Equity, Loan Origination, Mortgage Banking, FHA, Credit, Relocation, Real Estate Financing, Investments, VA loans, Mortgage Lending, Foreclosures, First Time Home Buyers, Residential Mortgages, Real Property, FHA financing, USDA, Government Loans, Finance, Real Estate Transactions, Credit Analysis, Banking, Short Sales, Commercial Lending, Sales, Selling, Underwriting, Financial Analysis, Certified Mortgage..., Residential Homes, Real Estate Economics, Referrals, Construction Loans, Property Management, Buyers, Listings, Sellers, Mortgage Underwriting, Reverse Mortgages
Education
Elon University 1996 — 2001
Aurora High School 1992 — 1996
Fidelity Investments September 2013 - Present
Fidelity Investments March 2010 - September 2013
Fidelity Investments December 2005 - March 2010
Fidelity Investments September 2002 - December 2005
Veritude April 1997 - September 2002
Skills
Data Analysis, Data Warehousing, Data Mining, Data Modeling, Financial Services, Project Management, Requirements Gathering, Metadata, Agile & Waterfall..., Team Leadership, ETL, SQL, Visio, Software Documentation, COBOL, VSAM, Requirements Analysis, SDLC, Oracle, DB2, Business Analysis, Agile Methodologies
Education
Northeastern University 1990 — 1992
Programming and Systems Analysis Certificate
Emerson College 1983 — 1985
BA, Business Communication/Creative Writing
Ohio Wesleyan University 1981 — 1983
Theatre/Radio
Fidelity Investments June 2014 - Present
BET (BET Networks, a subsidiary of Viacom Inc.) June 2013 - August 2013
Longwood Orthopedic Associates July 2012 - August 2013
Skills
Outlook, Customer Service, Microsoft Excel, Microsoft Office, Access, PowerPoint, Microsoft Word, Event Planning, Data Entry, Administration, Project Management, Personal Grooming, Scooters, Wheelchairs
Education
Elon University 2012 — 2016
Medway High School 2009 — 2012
Fidelity Investments February 2015 - Present
Fidelity Investments February 2014 - February 2015
Fidelity Investments February 2012 - February 2014
Fidelity Investments 2011 - 2012
Fidelity Investments 2010 - 2011
Fidelity Investments 2007 - 2010
Fidelity Investments 2006 - 2007
Fidelity Investments 2004 - 2006
Fidelity Investments 2003 - 2004
Fidelity Investments 2000 - 2003
Skills
Vendor Management, Financial Services, Program Management, PMO, Management, SDLC, Software Project...
Education
Emerson College 1993 — 1995
MA, Writing and Literature
Tulane University 1990 — 1993
BA, English Literature
Towercomm March 2013 - October 2014
US Tobacco Cooperative May 2005 - February 2013
Fidelity Investments February 2001 - October 2004
Skills
Payroll, Human Resources, ADP Payroll, Accounts Payable, Accounts Receivable, Accounting, 401k, Benefits Administration, Employee Benefits, Employee Relations, HRIS, HR Policies, Performance Management, Deferred Compensation, Recruiting, Onboarding, Customer Service, Outlook, Talent Management, Maxwell Accounting..., AS400, Pivot Tables & VLOOKUP..., Microsoft Excel
Education
Elon University 1983 — 1988
BS, Business Finance
Cardinal Gibbons
Cardinal Gibbons
Bank of America June 2011 - Present
Charles Schwab January 2010 - June 2011
Fidelity Investments February 2002 - March 2009
Fidelity Investments July 2000 - February 2002
Fidelity Investments September 1993 - July 2000
Education
Emerson College 1989 — 1993
M.A. (abt), Broadcast Journalism
The Ohio State University 1983 — 1986
B.A, Organizational Communication
US Department of Health and Human Services February 2012 - Present
Policy Perspectives August 2012 - May 2013
The George Washington University - Columbian College of Arts & Sciences December 2012 - May 2013
Policy Perspectives September 2011 - May 2012
Fidelity Investments August 2009 - August 2011
Fidelity Investments October 2007 - August 2011
Fidelity Investments October 2007 - August 2009
Skills
Data Analysis, Process Improvement, Leadership, Project Management, Training, Strategy, Editing, SPSS, Policy Analysis, Statistics, Research, Business Development, Policy, Program Management, Analysis, Governance, PMP, Business Process..., Change Management, Performance Metrics, Proposal Writing, Public Policy, Management
Education
The George Washington University 2011 — 2013
Master of Public Policy, Urban Health Policy
Elon University - Martha and Spencer Love School of Business 2003 — 2007
Bachelor of Science, Business Administration
informatica August 2011 - Present
Quintiles June 2008 - September 2011
Fidelity Investments December 2007 - July 2008
CARQUEST August 2007 - December 2007
Credit Suisse March 2006 - August 2007
Northrop Grumman November 2005 - March 2006
T Rowe Price July 2000 - November 2005
Skills
Informatica, Data Warehousing, Data Analysis, Database Design, ETL, SQL, Oracle SQL, SQL Tuning, SQL Server 2005/2000, Oracle, Siebel, Healthcare, Unix, Unix Shell Scripting, SQL*Plus, Solaris, CentOS, VMware, Master Data Management, Netezza, Oracle Administration, DB2, Performance Tuning, SDLC, Problem Solving, Data Migration, Business Objects, Oracle PL/SQL..., Informatica..., AIX, IBM AS/400, Change Data Capture, SQL Server Management..., Enterprise Architecture, Manage Client..., Integration
Education
Elon University 2005 — 2008
BA, Computer Science
Marymount California University 1994 — 1995
Associates in Arts Degree, Liberal Arts
Fidelity Investments July 2014 - Present
Elon University October 2012 - May 2014
Fidelity Investments June 2013 - August 2013
Skills
Teamwork, Communication, Critical Thinking, Creativity, Team Leadership, Leadership, Programming, Java, Organization, Work Ethic, Photoshop, Streaming Media, Twitter, Oboe, Volunteering, Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Elon University 2010 — 2014
Bachelor of Science (BS), Computer Science
Fidelity Investments July 2014 - Present
Dunkin' Brands July 2012 - June 2014
Dunkin' Brands January 2010 - June 2012
State Street Corporation December 2008 - December 2009
Digitas November 1999 - May 2008
Draftfcb September 1998 - June 1999
Lehman Millet February 1997 - January 1998
Skills
Marketing Communications, Customer Insight, Marketing, Online Advertising, Digital Strategy, Budgets, SEM, Interactive Advertising, Mobile Devices, Integrated Marketing, Digital Media, SEO, Digital Marketing, Direct Marketing, Mobile Marketing, Social Media Marketing, Social Media
Education
Emerson College
MA
Northern Arizona University
BS
Mobile Beacon April 2010 - Present
Fidelity Investments February 2008 - April 2010
Digitas November 2005 - February 2008
MIS Training Institute June 2004 - November 2005
Skills
Strategic Planning, Business Development, Nonprofits, Technology, Nonprofit Technology, Digital Inclusion, Mobile Broadband, Marketing, Branding & Identity, Public Relations, Community Outreach, Social Media, Integrated Marketing, Promotions, Event Management, Business Planning, CRM, Management, Analysis, SEO, Interactive Marketing, Digital Marketing, Lead Generation, Project Management, Brand Management, Online Marketing, Direct Marketing
Education
Emerson College 2005 — 2008
MA
Merrimack College 2000 — 2004
BS
MFS Investment Management August 2007 - Present
Evergreen Investments December 2004 - July 2007
Adams Harkness January 2004 - December 2004
Fidelity Investments May 1996 - January 2004
WTM Communications 1993 - 1994
Skills
Corporate Communications, Marketing Communications, Media Relations, Press Releases, Internal Communications
Education
Emerson College 1995 — 1997
BS in Speech Communication, Public Relations, Communications
Syracuse University 1992 — 1994
Public Relations
Fidelity Investments February 2014 - Present
Anne Amie Vineyard September 2012 - September 2013
Inn at Trout River January 2013 - April 2013
Chow!Bella inc May 1997 - July 2011
Self-employed 1994 - 2011
Skills
Food, Catering, Restaurants, Menu Development, Food Service, Food & Beverage, Culinary Skills, Restaurant Management, Cooking, Food Industry, Hospitality, Food Safety, Customer Service, Wine, Fine Dining, Event Management, Recipes, Team Building, Cuisine, Inventory Management
Education
Emerson College, UVM 1972 — 1974
Mass Communication/Media Studies
State Street Global Advisors January 2015 - Present
Fidelity Investments May 2014 - August 2014
Mountain Sky Guest Ranch April 2013 - August 2013
Nashawtuc Country Club May 2011 - August 2011
Pyramis Global Advisors April 2010 - May 2010
Skills
Leadership, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Social Media, Microsoft Word, Public Relations, Public Speaking, Research
Education
Elon University 2010 — 2014
BSBA, Finance, General
Fidelity Investments September 2015 - Present
Verizon Enterprise Solutions August 2013 - September 2015
AT&T August 2008 - February 2010
Perimeter eSecurity November 2007 - April 2008
Verizon Business March 2007 - November 2007
AT&T August 2005 - March 2007
Nortel Networks 2000 - 2001
Skills
Cisco, Excel, Word, PowerPoint, Customer Relations, Problem Solving, Microsoft Office, Quickbooks, Switches, Spreadsheets, Routers, CCNP, Accounting, Telecommunications, Troubleshooting, WAN, Project Coordination, Cisco Technologies, Microsoft Excel, Business, Microsoft Word, Leadership, Process Improvement, Project Management, Ethernet, Cisco Routers, Network Administration, EIGRP, Frame Relay, MPLS
Education
Elon University 2010 — 2012
Master of Business Administration (MBA), 3.8
Wake Technical Community College 2011 — 2015
Associate's Degree, Accounting
University of Massachusetts Dartmouth 1992 — 1995
B.A., Humanities & Social Sciences
Forrester Research September 2010 - Present
Interactive Data January 2006 - July 2010
Interactive Data March 2003 - December 2005
Interactive Data November 2000 - February 2003
Interactive Data November 1999 - October 2000
Fidelity Investments 1997 - 1999
Skills
Marketing Research, Marketing Communications, Event Planning, Management, Editing, Salesforce.com, Lead Generation, Relationship Management, Competitive Analysis, Account Management, Email Marketing, Sales, Sales Process, Competitive Intelligence, SaaS, Business Strategy, Product Launch, Product Marketing, CRM, Digital Marketing, Program Management, Project Management, Training, Marketing, Analytics, Marketing Strategy, Strategic Partnerships, Business Development, Product Development, Press Releases, Marketing Management, B2B, Direct Marketing, Online Marketing, Segmentation, Market Analysis, E-commerce, Demand Generation, B2B Marketing, Integrated Marketing, Customer Insight, Multi-channel Marketing, Collateral, Campaign Management, Campaigns
Education
Emerson College 2000 — 2003
Masters of Arts, Integrated Marketing Communications
University of Massachusetts, Amherst 1994 — 1997
Bachelor of Arts, Classical Civilizations, Political Science
EMC July 2014 - Present
FedEx Services August 2010 - March 2014
OLB December 2007 - March 2009
BBN Technologies/Everyzing.com June 2004 - August 2007
Fidelity Investments 2001 - 2001
Skills
Email Marketing, Online Marketing, Market Research, Analytics, Marketing, Copywriting, Web Analytics, Customer Insight, Marketing Research, SEM, Marketing Strategy, Strategic Partnerships, Online Advertising, E-commerce, New Business Development, Interactive Marketing, Digital Marketing, Marketing Automation, User Acceptance Testing, Defect Management, Business Requirements, Direct Marketing, Product Management, Segmentation, Competitive Analysis, Integrated Marketing, Google Analytics, Digital Strategy, Product Marketing, Salesforce.com, Market Analysis, Cross-functional Team..., Product Development, B2B, Project Management, Social Media Marketing
Education
Fogelman College of Business - University of Memphis 2010 — 2012
MBA, Services Marketing
Emerson College 2001 — 2005
BS, Marketing, Communications
Ashworth and Sullivan Wealth Management September 2011 - Present
Fidelity Investments August 1992 - June 2011
Fidelity Investments 1998 - 2009
Fidelity Investments September 1993 - September 1998
Fidelity Investments August 1992 - August 1993
Education
University of Kentucky 1987 — 1989
BBA, Finance
Elon University 1985 — 1987
Liberal Arts
Florida State University
Certified Financial Planning
Physicians Resources, LLC July 2012 - Present
Fidelity Investments December 2006 - August 2011
Fidelity Investments February 2005 - December 2006
Fidelity Investments July 2002 - February 2005
Bare Bones Furniture January 2002 - June 2002
Jordan's Furniture October 2000 - November 2001
Bank of New Hampshire June 1999 - October 2000
Education
The Salter School 2011 — 2012
Certified Health Claims Specialist, Health Claims Specialist
Emerson College 1998 — 1999
Audio/Radio Communications
Southern New Hampshire University
BA, Business Administraition/HR Management
Fidelity Investments April 1996 - Present
Putnam Investments September 1993 - March 1996
State Street May 1992 - September 1993
Skills
401k, Mutual Funds, Series 63, Retirement, Defined Contribution, Asset Allocation, Defined Benefit, Financial Services, Retirement Planning, Series 6, Investments, Relationship Management, ERISA, Pensions, Securities, Employee Benefits, Asset Managment, Investment Strategies, Portfolio Management
Education
University of Notre Dame 1978 — 1982
B.B.A.
Emerson College
M.A., Organizational Communications and Public Relations, 3.95
Fidelity Investments November 2014 - Present
Merrill Lynch September 2013 - 2014
Citi June 2010 - September 2013
Edward Jones August 2007 - May 2010
United Airlines 1989 - 2007
United Airlines 1988 - 2007
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Securities, 401k, Series 7, Retirement, Fixed Annuities, Estate Planning, Wealth Management, Investments, Series 63, Financial Advisory, Asset Managment, Financial Goals, High Net Worth..., Series 24, Asset Management, Finance, Financial Planning
Education
Embry-Riddle Aeronautical University 1984 — 1986
MBA, Aviation
Embry-Riddle Aeronautical University 1981 — 1984
Aircaft Engineering Technology
Fidelity Investments May 2006 - Present
FIDELITY INVESTMENTS, Marlborough, MA May 2002 - April 2006
Fidelity Investments August 1999 - May 2002
Lehigh Press, Inc. May 1989 - August 1998
Skills
Photography, Marketing Communications, Corporate Communications, Marketing, Social Media, Email Marketing, Editing, Marketing Strategy, Media Relations, Social Media Marketing, Copy Editing, Copywriting, Adobe Acrobat, Event Management, Digital Marketing, Press Releases, PowerPoint, Customer Service, Public Speaking
Education
Emerson College 1985 — 1989
BS, Mass Communications, Print Journalism
Fidelity Investments February 2012 - Present
Holiday Inn June 2010 - February 2012
Panera Bread October 2009 - May 2010
Vinwood Catering September 2006 - December 2009
Skills
Customer Service, Spanish, Bilingual, Event Management, PowerPoint, Word
Education
Elon University 2007 — 2010
Bachelor of Arts, Spanish, International Studies, Women's and Gender Studies
Facultad Latinoamericana de Ciencias Sociales (FLACSO) 2009 — 2009
History, Culture, Gender Studies, Literature
University of Buenos Aires 2009 — 2009
Political Science
NTTData Inc. December 2014 - Present
Fidelity National Information Services March 2013 - Present
Fidelity Investments June 2012 - March 2013
JDA Software October 2011 - June 2012
Cisco March 2010 - October 2011
Nortel July 1998 - December 2009
Nortel Networks January 1996 - July 1998
Nortel Networks July 1988 - January 1996
Nortel Networks January 1987 - July 1988
Nortel Networks July 1984 - January 1987
Skills
Program Management, Cross-functional Team..., Software Project..., PMP, Product Management, Six Sigma, Process Improvement
Education
Elon University - Martha and Spencer Love School of Business 1988 — 1991
MBA, Masters in Business Administration
Virginia Polytechnic Institute and State University 1977 — 1982
IEOR, Industrial Engineering & Operations Research
PrimeLending September 2009 - Present
Mortgage Authority Group June 2007 - September 2009
Mortgage Authority Group March 2007 - September 2009
Champion Realty & Investments June 2008 - June 2009
Fidelity Investments January 2005 - January 2009
Education
Elon University 1996 — 2001
Bachelor's
US Navy 2015 - Present
United States Department of Defense November 2014 - Present
CarMax March 2014 - October 2014
CSX June 2013 - December 2013
Fidelity Investments January 2013 - May 2013
US Navy October 2010 - October 2012
US Navy October 2007 - October 2010
AAA East Central July 1999 - October 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Management, Corporate Social..., Navy, Military Training, Teamwork, Series 7, Series 63, Avionics, Public Speaking, Finance, Helicopters, Aircraft Maintenance, Process Improvement, Risk Management, Security Clearance, Customer Service, Military Experience, Program Management, Sales, Team Building
Education
Embry-Riddle Aeronautical University 2013 — 2015
Master of Science (M.S.), Business Administration and Management, General
Embry-Riddle Aeronautical University 2008 — 2012
Bachelor of Science (B.S.), Technical Management, 3.5
Fidelity Investments May 2015 - Present
STS Films March 2013 - September 2014
Howard's Pub June 2014 - August 2014
GamersFirst July 2011 - October 2013
Elon University June 2013 - August 2013
City of Washington Aquatics and Fitness Center April 2009 - January 2013
Skills
Game Development, Game Testing, Computer Science, Business, Video Games, Writing, Computer Games, Unreal Engine 3, JavaScript, Microsoft Office, Promotions, Commercial Design, Microsoft SQL Server, Dashboard Builder, HTTPS, PhpMyAdmin, Python, Web Development, Marketing, Microsoft Word, Microsoft Excel, PowerPoint
Education
Elon University 2012 — 2016
RR Donnelley September 2013 - Present
Fidelity Investments April 2011 - June 2013
Leo Burnett June 2010 - April 2011
WCG, a W2O Company June 2009 - June 2010
Leo Burnett and PricewaterhouseCoopers (PWC) August 2007 - January 2009
Weber Shandwick May 2005 - August 2007
Foote Cone and Belding (now DraftFCB) May 1999 - May 2005
Skills
Sourcing, Talent Acquisition, Market Research, Marketing Communications, Corporate Communications, Recruiting, Human Resources, Integrated Marketing, Strategic Planning, Talent Management, Executive Search, Leadership, Personnel Management, Strategy, Management, Employer Branding
Education
Damascus High School
Elon University
BA, Mass Communications
SAS September 2014 - Present
Fidelity Investments June 2007 - September 2014
Alcatel-Lucent January 2001 - June 2006
Alcatel October 1999 - January 2001
Alcatel June 1998 - March 1999
Skills
Test Automation, Process Improvement, Quality Assurance, Testing, Test Planning, SDLC, Testing Tools, Software Documentation, Telecommunications, Quality Center, Integration, ClearCase, System Testing, Software Quality..., User Acceptance Testing, Unix, Linux, Regression Testing, Manual Testing, Python, Tcl-Tk, SQL, HTML, CSS, JavaScript, SharePoint, Databases, Web Applications, HP Quality Center
Education
North Carolina State University 2010 — 2012
Graduate Certificate in Geographic Information Systems
University of North Carolina at Charlotte 1995 — 1998
BSET, Electrical Engineering Technology
Central Virginia Community College 1992 — 1995
AAS, Electronics Technology
Elon University 1989 — 1991
n/a, pre-Engineering
Citizens Financial Group, Inc. June 2013 - Present
CMX Communications January 2009 - June 2013
HOLCIM (US) INC October 2003 - November 2008
Private Healthcare Systems 2002 - 2003
Fidelity Investments 2000 - 2001
John Hancock Signature Services 1996 - 2000
John Hancock Financial Services 1993 - 1996
Skills
Internal Communications, Public Relations, Event Management, Strategic Planning, Change Management, Report Writing, Multimedia, Employee Engagement, Communications Strategy, Newsletters, Organizational..., Corporate Communications, Strategic Communications, Executive Communications, Corporate Social..., Issues Management, Event Planning, Communications Planning, Writing, Editing, Stakeholder Engagement, Engagement, Web Content, Content Development, Coaching, Content Management, Copywriting, Press Releases, Crisis Communications, Community Relations, Marketing, Brand Management, Business Writing, Marketing Communications, Speech Writing, Intranet, Project Management, Internal & External..., Corporate Branding, Publications, Web Content Management, Strategic..., Messaging, Business Communications, Communication Training, Media Relations, CRM, Public Affairs, Leadership, Social Media
Education
Emerson College 2000 — 2005
Masters, Business & Organizational Communications
Suffolk University
Bachelor of Arts, Public Relations & Communications
Fidelity Investments April 2008 - Present
PainePR April 2000 - April 2008
Cone, Inc. June 1996 - March 2000
WBIV-AM September 1993 - August 1994
Skills
Public Relations, Media Relations, Social Media, Strategic Planning, Marketing Communications, Event Planning, Guerrilla Marketing, Word Of Mouth Marketing, Influencer Marketing, Message Development, Crisis Communications, Executive Media Training, Corporate Communications, Leadership, Event Management, Integrated Marketing, Internal Communications, Strategic Communications, Program Management, Training, Social Media Marketing, Press Releases, Strategy
Education
Emerson College 1994 — 1995
MA, Marketing Communications
Saint Michael's College 1989 — 1993
BA, Journalism
Ernst & Young April 2012 - Present
Fidelity Investments November 2006 - March 2012
Fidelity Investments November 2005 - November 2006
University of North Carolina May 2005 - August 2005
Embry-Riddle Aeronautical University Weather Center January 2002 - May 2005
Skills
Program Management, Training, Management, Analysis, Change Management, Strategic Planning, Market Research, Forecasting, Marketing, Marketing Strategy, Call Centers, Public Speaking, Customer Experience, Project Management, Continuous Improvement, Customer Satisfaction, Financial Services, Customer Retention, Strategy
Education
University of Phoenix April 2009 2007 — 2009
Master of Business Administration, Marketing
Embry-Riddle Aeronautical University 2000 — 2005
Bachelor of Science, Applied Meteorology
Lee Hecht Harrison May 2014 - Present
Technorati Media April 2013 - April 2014
Cox Media Group April 2012 - April 2013
Gamut. Smart media from Cox. (Formerly Adify and Cox Digital Solutions) February 2010 - April 2012
California Academy of Sciences June 2009 - September 2009
Genentech June 2008 - May 2009
Fidelity Investments May 2007 - April 2008
LECG May 2005 - May 2007
Mercer September 2002 - December 2004
TriNet Group, Inc. February 1998 - April 2002
Skills
Talent Management, Employee Relations, Human Resources, Performance Management, Recruiting, Organizational..., Management, Benefits Administration, Training, HRIS, Leadership, New Hire Orientations, Payroll, Coaching, Career Development, HR Policies, Change Management, Talent Acquisition, Employment Law, Onboarding, Policy, Interviews, Internal Communications, Leadership Development, Compensation, Operational HR, Policy/Procedure..., EEO compliance, Employee Communications, Training Design &..., Career Development...
Education
Emerson College
BA
Transamerica April 2014 - Present
RS Investments October 2008 - November 2013
Fidelity Investments August 1999 - July 2008
Tullett Prebon 1992 - 1997
Garvin Guybutler CorporationG 1993 - 1996
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) 1988 - 1992
Skills
Sales, Finance, Sales Management, Mutual Funds, Insurance, Trading
Education
Elon University 1982 — 1986
Finance, General
Fidelity Investments July 2014 - Present
Elon University August 2013 - May 2014
Belk Library September 2011 - May 2014
Credit Suisse May 2013 - August 2013
Skills
Android Development, Java, Programming, Computer Science, CSS, HTML 5, HTML, JavaScript, Eclipse, C#, Databases, Design Patterns, SQL, Python, Android SDK, Windows, JSF, RAD, Prolog, Spring, Hibernate, jQuery, Apache Tiles, Servlets, JSP, JSP development, Mac OS X, Scheme, UML, AngularJS
Education
Elon University 2010 — 2014
Bachelor of Science (B.S.), Computer Science
Estes Forwarding Worldwide (EFW) May 2015 - Present
Fidelity Investments April 2014 - April 2015
E-Transport Carriers January 2013 - April 2014
Estes Forwarding Worldwide October 2011 - November 2012
Eleets Transportation May 2010 - October 2011
C.H. Robinson June 2007 - May 2010
Skills
Logistics, Transportation, Transportation..., Truckload, LTL, Sales, 3PL, Freight Forwarding, Customer Service, Container, Freight, Management, Air Freight, Trucking, Account Management, Series 7, Series 63, Shipping, Cold Calling, Operations Management
Education
Elon University - Martha and Spencer Love School of Business 2005 — 2007
Bachelor of Science, Business Administration
Florida Community College at Jacksonville 2004 — 2005
Allen D Nease 1999 — 2003
ING Investment Management September 2009 - October 2010
MML Investors Services Inc (BD for MassMutual) June 2008 - September 2009
Pacific Life 2006 - 2008
CCO Investment Services Corp (BD for Citizens Bank) January 2005 - June 2006
Quick & Reilly/Banc of America Investment Services August 2003 - December 2004
WS Griffith Securities 2000 - 2002
Bidwell & Company March 1996 - July 1999
Fidelity Investments January 1994 - January 1996
Skills
Retirement Planning, Retirement Income..., Tactical Asset..., Wealth Management, 401k Rollovers, Separately Managed..., Series 65, Annuity Sales, Wealth Accumulation..., Alternative Investments, Covered Calls, Unified Managed Accounts, 529 Plans, Mutual Funds, Asset Allocation, Investments, Financial Services, SEP IRA, Simple IRA, Hedge Funds, Life Insurance, Retirement, Insurance, Fixed Annuities, hed
Education
Embry-Riddle Aeronautical University 1985 — 1989
Associate's Degree, Business Administration and Management, General
Embry-Riddle Aeronautical University - Prescott, AZ 1985 — 1989
Bachelor's Degree, Aeronautical Science
Barnett Wealth Advisors July 2014 - Present
Financial Design Associates December 2012 - July 2014
Merrill Lynch February 2012 - June 2012
Merrill Lynch February 2011 - March 2012
Fidelity Investments January 2008 - March 2011
Prosperity Bank August 2006 - April 2008
Skills
Investments, Portfolio Management, Fixed Income, Financial Analysis, Wealth Management
Education
Elon University 2001 — 2005
BS
JLC Marketing & Communications, LLC July 2009 - Present
Fidelity Investments July 2005 - August 2008
Self Employed April 2004 - June 2005
NYC2012 March 2003 - April 2004
Front Row Associates & Coakley Marketing Communications April 2000 - January 2003
West Street Grille Partners LLC January 1999 - March 2000
Skills
Press Releases, Event Management, Event Planning, Project Management, Integrated Marketing, Nonprofits, Public Relations, Fundraising, Sponsorship, Advertising, Marketing Strategy, Strategy, Management, Brand Management, CRM, Marketing, Internal Communications, Trade Shows, Salesforce.com, B2B, Budgets
Education
Emerson College
B.S.S.P., Public Relations and Communications Management in the School of Speech, Minor in Psychology
MHS
St. Johns
Fidelity Investments May 2015 - Present
Fidelity Investments August 2014 - Present
Fidelity Investments December 2013 - Present
Fidelity Investments January 2013 - December 2013
Fidelity Investments May 2012 - December 2012
UBS Wealth Management August 2011 - December 2011
Gleneagles Group June 2011 - August 2011
Skills
Equities, Derivatives, Portfolio Management, Bloomberg, Hedge Funds, Series 63, Asset Allocation, Finance, Venture Capital, Financial Analysis, Investments, Wealth Management, Mutual Funds, Private Equity, Hedging, Investment Banking, Relationship Management, Economics, Fixed Income, Series 7, Investment Strategies, Securities, Options, Uniform Combined State..., ETFs, Equity Research, Bonds, Retirement Planning, Capital Markets, Equity Trading, Trading, FINRA
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2012
BSBA, Finance
Orange Group Marketing North America August 2014 - Present
Orange Business Services - Orange Consulting September 2012 - August 2014
Lafarge February 2012 - May 2012
Orange June 2011 - October 2011
International Chamber of Commerce February 2011 - June 2011
American University of Paris November 2010 - May 2011
Fidelity Investments June 2010 - August 2010
Elon University August 2007 - May 2010
Skills
Strategy, French, Intercultural..., Leadership, Management, Research, Corporate Social..., Marketing Strategy, Business Analysis, Customer Service, Sustainable Business, Telecommunications, Marketing Communications, Teamwork, Data Analysis, Project Management, Marketing Intelligence, Management Consulting, Team Management, Training
Education
American University of Paris 2010 — 2011
Master of Arts, Cross-cultural and Sustainable Business Management
Elon University 2006 — 2010
Bachelor of Arts, French, International Studies
Université Paris-Sorbonne 2009 — 2009
French Civilization
Fidelity Investments June 2015 - Present
Forefront Technologies January 2015 - April 2015
Elon University Technology Service Desk June 2014 - December 2014
Skills
Java, HTML5, CSS, SQL, Windows, Android, HTML, Software Development
Education
Elon University 2011 — 2015
Bachelor's Degree, Computer Science
Jon Bapst Memorial High School 2007 — 2011
Fidelity Investments January 2015 - Present
Fidelity Investments September 2011 - December 2014
Fidelity Investments January 2005 - August 2011
Fidelity Investments January 2000 - December 2004
Skills
Talent Management, Employee Engagement, Change Management, Workforce Planning, Performance Management, Organizational Design, Leadership Development, Strategic Planning, MBTI Certified, SPHR
Education
Emerson College
MA, Marketing Communication
State University of New York College at Plattsburgh
BA, Mass Communication
Big Rock Events June 2011 - Present
glee gifts, inc. September 2004 - Present
Performance Change Initiatives April 2007 - March 2008
Fidelity Investments 1996 - 2008
The Faxon Company 1993 - 1993
Skills
Buyer, Visual Merchandising, Retail Buying, Trend Analysis, Brand Development, Customer Service, Documentation, Feature Writing, Instructional Design, Training & Development, Corporate Blogging, Wedding Planning, Wedding Coordinating, Retail, Merchandising, Training, Marketing, Software Documentation, Time Management, Coaching, Employee Training, Social Networking, Feature Articles, Sales, Social Media, Event Planning, Social Media Marketing, Team Building
Education
Emerson College 1990 — 1991
Master, Communication
Emerson College 1988 — 1990
BA of Science, Communication
Endicott College 1978 — 1980
Associates, Retail
Burncoat High School 1976 — 1978
Vecna August 2013 - June 2015
Strong Women, Strong Girls 2015 - 2015
Maryanne Keeney PR LLC June 2010 - November 2010
Sharon Merrill Associates January 2010 - May 2010
Sun Life Financial September 2007 - August 2008
Sun Life Financial January 2006 - September 2007
Fidelity Investments February 2005 - January 2006
Skills
Media Relations, Strategic Communications, Social Media, Crisis Communications, Corporate Communications, Public Relations, Brand Management, Financial Analysis, Risk Management, Business Analysis
Education
Emerson College 2009 — 2011
Communication Management. MA, Strategic Corporate Communication and Public Relations
University of Massachusetts, Amherst 2002 — 2004
BA, Economics.
Achimota School
High School Diploma
Deloitte July 2014 - Present
Deloitte November 2010 - July 2014
MC Communications, LLC November 2008 - November 2010
Pri-Med November 2008 - November 2010
Advanstar Communications April 2008 - November 2008
Improper Bostonian May 2007 - December 2007
Fidelity Investments June 2005 - August 2005
Skills
Email Marketing, Marketing Strategy, Marketing Communications, Social Media Marketing, Digital Marketing, Market Research, Integrated Marketing, Lead Generation, Analytics, Competitive Analysis, Public Relations, Strategy, Online Advertising, Direct Marketing, Marketing Management, Business Development, Digital Strategy, Strategic Communications, Project Management, Brand Development, Marketing Research, Writing, Business Analysis, Data Analysis, Event Management, Web Analytics, SEM, B2B, Strategic Partnerships, B2B Marketing, Market Analysis, Digital Media, Business Strategy, New Business Development, Strategic Planning, Account Management, Marketing, Cross-functional Team..., Management, Social Media, Multi-channel Marketing, CRM, Market Planning, Online Marketing
Education
Emerson College 2006 — 2007
Master's degree, Integrated Marketing Communications
University of Massachusetts, Amherst 2002 — 2006
BA, Communications, Psychology
Northwestern Mutual May 2015 - Present
Fidelity Investments August 2014 - Present
Carolina Yacht Club 2012 - Present
Residence Inn by Marriott May 2009 - September 2012
Residence Inn June 2009 - August 2012
Skills
Hospitality Management, Microsoft Office, Hotels, Microsoft Excel, Hospitality, Microsoft Word, Hospitality Industry, Customer Service, Financial Planning, Insurance, PowerPoint, Public Speaking, Social Media
Education
Elon University 2013 — 2017
Accounting and Finance, Freshman
Woodberry Forest School 2009 — 2013
Genzyme a sanofi company July 2013 - Present
Self-employed EA/PA June 2009 - July 2013
The Boston Consulting Group July 2011 - April 2012
Fidelity Investments March 2006 - June 2009
John Hancock February 2003 - February 2005
Cashmere Boston/Nantucket June 1999 - February 2002
Dorfman Jewelers November 1997 - May 1999
MCM/Michael Cromer April 1995 - October 1997
Skills
Excel, Word, PowerPoint, Outlook, Internet Research, Budgeting, Customer Relations, Customer Service, Inventory Management, Scheduling, Communicator, Microsoft Office, Problem Solving, Conferences, Office Management, Event Planning, Event Management, Research, Public Speaking, Hiring, Administrative Support, Writing, Supervisory Skills, Social Media, Editing, Mentoring, Employee Relations, Interviewing, Proofreading, Staff Management, Staff Training, Expense Management, Purchasing, Business Travel, Travel Planning, Special Events, Time Management, Social Networking, Blogging, Retail, Calendaring, Android, Recruiting, Microsoft Word, Interviews, Administrative..., Process Scheduler, Budgets, Leadership, Management
Education
Emerson College
Theatre Arts
The Salter School 2002 — 2002
Diploma, Microsoft Office Suite
Fidelity Investments May 2015 - August 2015
Fidelity Investments May 2014 - August 2014
Roche Bros. Supermarkets January 2010 - August 2013
Skills
Java, Programming, Android SDK, SQL, jQuery, HTML, CSS, Ruby, Eclipse, Microsoft Office, PowerPoint, Customer Service, Teamwork, Photoshop, Windows
Education
Elon University 2012 — 2016
PRA Health Sciences April 2015 - Present
Fidelity Investments October 2012 - April 2015
GL Advisor July 2012 - October 2012
Elon University April 2011 - April 2012
The Provident Bank May 2011 - August 2011
Education
Elon University 2008 — 2012
Bachelor of Science (B.S.), Business Administration: Finance
The University of International Business and Economics 2010 — 2010
Bachelor of Science (BS), Business Administration
Fidelity Investments July 2015 - Present
Fidelity Investments April 2014 - Present
Fidelity Investments December 2013 - April 2014
Fidelity Investments June 2012 - December 2013
Fidelity Investments May 2011 - August 2011
Penny Longobardo & Company CPAs - Consultants June 2010 - August 2010
Skills
Microsoft Excel, Bloomberg, Account Reconciliation, PowerPoint, Public Speaking, InvestOne, Frontier, Oracle Applications, LexisNexis, SAP FrontEnd, Mutual Funds, Financial Services, Alternative Investments, Cash Management, Bonds, Corporate Actions, Financial Accounting
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting & Economics, Senior
Louisiana State University 2013 — 2013
Financial Forensics and Fraud Investigation
Middle Creek High School 2004 — 2008
Diploma
Fidelity Investments October 2014 - Present
United States Army Reserve April 2014 - Present
Stout Social January 2014 - April 2014
Army ROTC August 2011 - December 2013
Scabbard and Blade March 2012 - October 2013
Tuck School of Business at Dartmouth College July 2013 - August 2013
Forefront Sports Group January 2013 - February 2013
No Labels June 2012 - August 2012
Truitt Center May 2011 - May 2012
Skills
Social Networking, Data Analysis, Community Outreach, Management, Analytics, Social Media, PowerPoint, Microsoft Office, Facebook, Public Speaking, Event Planning, Microsoft Excel, Microsoft Word, Research, Leadership, Public Relations, Training
Education
Elon University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Proctor Academy 2007 — 2009
Construction Data Company May 2015 - Present
Blue Cross and Blue Shield of North Carolina December 2014 - April 2015
Fidelity Investments July 2014 - October 2014
American Income Life Insurance Company November 2013 - April 2014
OfficeMax August 2013 - October 2013
Sanitation District Number 1 July 2009 - August 2012
Silver Point Beach Club July 2005 - August 2008
Skills
Molecular Biology, Microsoft Office, Biotechnology, PCR, Research, Microsoft Excel, PowerPoint, Cell Culture, Microsoft Word, Lifesciences, Microbiology, Teamwork, Western Blotting, Social Media, Recruiting, Facebook, Training
Education
Elon University 2009 — 2013
Bachelor of Arts (B.A.), Biology/Biological Sciences, General/Minor in Psychology
Fidelity Investments August 2005 - Present
The Robert Allen Group December 2002 - August 2005
Key3Media 2000 - 2001
COMDEX 1983 - 2001
Key3Media (formerly ZD Events, SOFTBANK COMDEX, The Interface Group) 1983 - 2001
Key3Media Events, Inc; Ziff Davis Events; Softbank COMDEX; The Interface Group, Inc. 1983 - 2001
The Interface Group 1983 - 1995
Skills
Trade Shows, Direct Mail, Customer Service, Direct Marketing, Marketing Communications, Advertising, B2B, Account Management, Lead Generation, Marketing, Email Marketing, Management, Strategic Planning, Event Planning, Integrated Marketing, Digital Marketing, Salesforce.com, Online Advertising, CRM, Online Marketing, Marketing Strategy, Creative Direction, Brand Development, SEO, Social Media Marketing, Digital Strategy, Adobe Creative Suite, B2B Marketing, E-commerce, Product Marketing, Market Research, Content Management, Strategic Partnerships
Education
Emerson College
The Art Institute of Boston
Graduate, Graphic Design
Korn Ferry February 2015 - Present
CTPartners December 2013 - February 2015
Bloomberg October 2011 - November 2013
Bloomberg August 2010 - October 2011
Fidelity Investments July 2009 - December 2009
Goldman Sachs July 2008 - December 2008
Baystate Financial Services June 2007 - September 2007
Elon University February 2006 - May 2007
Skills
Bloomberg, Access, Bloomberg Terminal, Portfolio Management, Equity Trading, Fixed Income, Finance, Equities, Equity Research, Equity Valuation, Financial Modeling, Trading, Outlook, PowerPoint, Excel, Word, Microsoft Excel, Business, Sales, Private Equity, Investor Relations, Recruiting, Private Equity Firms, Talent Acquisition, Executive Search, Management, Financial Analysis, Analysis, Microsoft Word
Education
Northeastern University 2007 — 2010
Bachelor of Science Degree; Dual, Business Administration; Finance and Insurance/Management
Elon University 2005 — 2007
Dual; Bachelor Degree, Finance/Insurance and Management; Business Administration
Concord Carlisle High School 2001 — 2005
Deloitte August 2014 - Present
Fidelity Investments June 2012 - August 2013
Education
Elon University 2010 — 2014
International Studies - Regional Focus in Asia, Economics and anthropology, GPA: 3.66
The Beijing Center 2012 — 2012
Fidelity Investments January 2012 - Present
Fidelity Investments February 2011 - December 2011
Fidelity Investments January 2010 - February 2011
Fidelity Investments January 2009 - January 2010
Fidelity Investments October 2004 - December 2008
Marsh 2002 - 2004
Arthur Andersen 1999 - 2002
AT&T 1990 - 1999
Pinellas County Schools 1988 - 1990
Chez Loungerie November 1986 - 1988
Skills
Organizational..., Organizational..., Organizational Design, Talent Management, Succession Planning, Leadership Development, Management Development, Career Development, Human Resources, Executive Coaching, Employee Engagement, Training, Executive Development, Management, Recruiting, Performance Management, Onboarding, Leadership, Executive Management, Team Leadership, Workforce Planning, Culture Change, Workshop Facilitation, Coaching, Change Management
Education
University of Florida 1976 — 1979
Bachelor of Arts, Psychology
Elon University 1975 — 1976
MFS Investment Management September 2014 - January 2015
Fidelity Investments July 2013 - June 2014
Make A Wish Foundation 2006 - 2014
Wells Capital Management November 2012 - July 2013
Loomis, Sayles & Company April 2012 - August 2012
STATE STREET CORPORATION November 2011 - June 2012
RBS CITIZENS May 2010 - January 2011
FIDELITY INVESTMENTS April 2007 - November 2008
REAL ESTATE DATABASES April 2006 - April 2007
PUTNAM INVESTMENTS October 2004 - October 2005
Skills
Compliance, 401k, Risk, Mutual Funds, Securities, Asset Management, Banking, Risk Analysis, Operational Risk..., Due Diligence, Asset Managment, Financial Risk, Financial Services, Anti Money Laundering
Education
New England College of Business and Finance 2011 — 2012
Masters of Science, Business
Embry-Riddle Aeronautical University 1995 — 1999
Bachelors of Science, Aeronautical Science
Fidelity Investments July 2011 - Present
Elon University October 2009 - May 2011
Skills
Quality Assurance, Leadership, Enterprise Software, Software Documentation, Team Leadership, Business Intelligence, Management, Agile Methodologies, Testing, Training
Education
Elon University 2007 — 2011
Bachelor of Arts, History; Computer Information Systems, Business Administration
Panera Bread February 2011 - Present
Hotel Asset Value Enhancement (hotelAVE) May 2010 - February 2012
Dunkin' Brands October 2009 - June 2010
Fidelity Investments 2004 - 2009
The Yacobian Group 2002 - 2003
The Yacobian Group 1999 - 2002
Staples/BT Office Products 1997 - 1999
ITC Learning 1995 - 1997
Skills
Management, Training, Leadership, Cross-functional Team..., Project Management, Marketing
Education
Northeastern University 1998 — 2000
Certificate, Systems Analysis
Emerson College 1983 — 1985
MA, Creative Writing
Point Park University 1973 — 1976
BA, Liberal Arts/Dance
Fidelity Investments April 2011 - February 2012
Penn State University September 2009 - April 2011
Answers in Genesis 2007 - 2009
SeaMaster Cruises May 2005 - August 2008
U.S. Coast Guard July 1980 - September 2005
U.S. Coast Guard June 2001 - June 2005
Skills
Military, Search & Rescue, Aviation, GIS, Rescue, Operational Planning, Security Clearance, Homeland Security, Command, Program Management, Strategic Leadership, Military Operations, Leadership, Training
Education
Embry-Riddle Aeronautical University 1983 — 1987
Bachelor of Professional Aeronuatics, Aviation Sciences, Management
Penn State University 2009 — 2010
Post Baccalaureateuate Certificate - GIS, Geographic Information Systems
Bull's-eye Financial Communications February 2005 - Present
Fidelity Investments March 1999 - February 2005
Fidelity Investments September 1989 - February 1999
Skills
Newsletters, Content Development, Marketing Communications, White Papers, Financial Services, Content Marketing, Financial Communications, Copywriting, Editing, Thought Leadership, Magazines, Writing, Email Marketing, Strategic Communications, Press Releases, Internal Communications, Social Media, Content Management, Content Strategy, SEO, Web Content, Mutual Funds, Marketing Strategy, Public Relations, Online Marketing, Corporate Communications, Integrated Marketing, Editorial, Creative Direction, Media Relations, Website Development, Case Studies, Community Outreach, Proofreading, Non-profit Leadership, Personal Finance
Education
Emerson College 1990 — 1992
Master's, Business Communications and Public Relations
University of Massachusetts, Amherst 1981 — 1985
BA, Communications
Prince Gallison July 1996 - Present
SolutionsTo... September 1995 - July 1996
Fidelity Investments April 1986 - July 1992
Massachusetts Office of Training & Employment Policy September 1983 - May 1985
Mass Film Bureau October 1982 - May 1985
Norman Jaspan Associates May 1981 - June 1981
Conklin Rossant September 1980 - May 1981
Education
Emerson College 1992 — 1992
Certificate, Publishing
Wheaton College (MA) 1977 — 1980
BA, Sociology, Economics & Political Science minors
Bank of America October 2009 - Present
Wachovia, A Wells Fargo Company June 2008 - October 2009
Fidelity Investments January 1994 - May 2008
Scudder January 1993 - December 1993
The New England October 1988 - December 1992
Skills
Integrated Marketing, Financial Services, Direct Marketing, Marketing Communications, Marketing Strategy, Direct Mail, Database Marketing, Thought Leadership, Email Marketing, Relationship Management, Series 63, Advertising
Education
Dual Citizenship: US and EU citizen
Emerson College
MA, Professional Writing and Publishing
Emmanuel College
BA, Communications/English Literature
FINRA Series 7, 6, 63 registered
Fidelity Investments September 2014 - Present
The Commonwealth of Massachusetts Executive Office of Energy and Environmental Affairs 2012 - September 2014
NECN 2008 - 2012
Skills
Video Production, News Writing, Media Relations, Broadcast, Broadcast Journalism, Journalism, Breaking News, ENPS, Broadcast Television
Education
Emerson College 1998 — 2000
Bachelor of Science, Broadcast Journalism
University of Waterloo 1996 — 1998
Fidelity Investments November 2014 - Present
MMB December 2013 - November 2014
MMB November 2012 - December 2013
Essential July 2011 - November 2012
Mintz & Hoke Communications Group June 2009 - August 2009
Golfing Careers May 2007 - August 2008
Skills
Online Advertising, Marketing, Digital Strategy, Social Media Marketing, Web Analytics, Mobile Marketing, Salesforce.com
Education
Emerson College 2010 — 2011
MA, Global Marketing Communication & Advertising
The University of Connecticut 2006 — 2009
Bachelor of Science, Business Administration; Marketing
The Institute at Palazzo Rucellai 2008 — 2008
Study Abroad
Sharon High School
High School
Fidelity Investments September 2014 - Present
Fidelity Investments May 2012 - September 2014
Fidelity Investments (National Financial) 2007 - May 2012
Fidelity Investments 1998 - 2007
Education
Emerson College 2005 — 2007
Master's, Integrated Marketing Communications
Providence College 1993 — 1997
BA, Humanities / Music
Fidelity Stock Plan Services 2001 - Present
Fidelity Investments May 1999 - Present
Partners First 1998 - 1999
Kessler Financial Services (Kessler Group) 1991 - 1998
Skills
Integrated Marketing, Financial Services, Marketing Communications, Marketing, Management, Direct Mail, Direct Marketing, Segmentation, Salesforce.com, CRM, Strategy, Strategic Partnerships, Analytics, Email Marketing, Account Management, Product Management, Leadership, Strategic Communications, Business Development, Lead Generation, Marketing Strategy, Business Strategy, Digital Marketing
Education
Emerson College 1992 — 1996
MA, Communications and Public Relations
Roger Williams University 1987 — 1991
ba, communications
norwood high school 1983 — 1987
ck Communications October 2008 - Present
Fidelity Investments January 2004 - October 2008
Creative Group January 2000 - October 2008
Skills
Email Marketing, Marketing Communications, Graphic Design, Custom Templates, PowerPoint development, Direct Marketing, Social Media Marketing, Advertising, Online Marketing, Mobile Marketing, Social Media, E-commerce, Digital Marketing, Digital Strategy, Integrated Marketing, Online Advertising, Brand Development, Copywriting
Education
Westfield State College 1988 — 1992
Bachelor of Arts (B.A.), Marketing Communications
Emerson College
Certificate - Creative Advertising and Portfolio, Copywriting
Marketing and Communications Consulting 2006 - Present
Fidelity Investments 2011 - 2012
Devonshire Investors, a Fidelity Investments Company 2006 - 2007
JPMorgan 2005 - 2006
MFS Investment Management 2000 - 2003
Fidelity Investments 1995 - 2000
Fidelity Investments July 1995 - April 1998
Skills
Brand Development, Marketing Strategy, Marketing Communications, Integrated Marketing, Management, Online Marketing, Online Advertising, Market Research, Account Management, Product Management, Lead Generation, Social Media Marketing, Strategy, Corporate Communications, Digital Marketing, Sales, Marketing, Email Marketing, Advertising, Direct Marketing
Education
Simmons College - Simmons School of Management 1989 — 1990
Emerson College
certificate, Digital Media/Film
Salem State University
MA, English
Fidelity Investments July 2014 - Present
Hill Holliday November 2011 - June 2014
Hill Holliday February 2010 - November 2011
Hill Holliday October 2005 - January 2010
PJA Advertising + Marketing August 2004 - October 2005
Allen and Gerritsen July 1999 - April 2004
Kelley Habib John Integrated Marketing 1997 - 1999
Massachusetts Horticultural Society 1993 - 1997
Skills
Integrated Marketing, Interactive Marketing, Advertising, Email Marketing, Management, Event Management, Strategy, Corporate Branding, Strategic Planning, Brand Management, Social Media Marketing, Content Strategy, Web Content, Digital Strategy, Lead Generation, Marketing Strategy
Education
Emerson College
Bachelor's Degree
Harvard University 2008 - Present
Fidelity Investments 2006 - 2008
Thomson Financial 1994 - 2006
Skills
VPN, ITIL, Security, Data Center, Disaster Recovery, Cisco IOS, VMware, Troubleshooting, Networking, Cisco Technologies, Firewalls, Vendor Management, Visio
Education
Emerson College
BA
Fidelity Investments March 2012 - Present
Blue Cross Blue Shield of Rhode Island April 2009 - March 2012
Fidelity Investments January 2006 - February 2009
Providence Creative Group May 2002 - January 2006
FH/GPC, a Fleishman-Hillard Company January 1999 - May 2002
Fleming & Company January 1996 - January 1999
RI Economic Development Corporation June 1995 - December 1995
Skills
Non-profits, Integrated Marketing, Direct Mail, Project Management, Advertising, Public Relations, Direct Marketing, Strategic Planning, Internal Communications, Newsletters, Marketing Strategy, Corporate Communications, Collateral, Relationship Management, Media Relations, Marketing, Insurance, Press Releases, Employee Benefits
Education
Emerson College
BA, Communications with a minor in Public Relations
New England Express LLC 2013 - Present
Fidelity Investments 2011 - 2012
Bank of America 2008 - 2009
USTrust Company 2005 - 2008
Fidelity Investments 1997 - 2005
Skills
Securities, Mutual Funds, Financial Services, Wealth Management, Process Improvement, Finance, Equities, Investments, Fixed Income, Asset Management, Asset Managment, Collaborative Problem..., Auditing, IRS Compliance, Reporting, Due Dilligence, Operations Management, Project Management
Education
Emerson College 1987 — 1990
Bachelor's Degree, Advertising and Public Relations
Battelle December 2006 - Present
Fidelity Investments July 2004 - March 2006
Department of Homeland Security / Transportation Security Administration November 2002 - July 2004
Fidelity Brokerage Company May 2000 - June 2002
Skills
Project Management, Process Improvement, Program Management, Analysis, Leadership, Team Building, Customer Service, Cross-functional Team..., SharePoint, Team Leadership
Education
Embry-Riddle Aeronautical University 1996 — 1998
B.S. Degree
Ignite Technologies July 2014 - Present
NuView Systems December 2010 - June 2014
Workscape October 2008 - June 2010
Workscape Inc September 2008 - December 2009
Fidelity Investments February 1999 - June 2008
Fidelity Investments February 1999 - June 2008
Fidelity Investments January 1999 - January 2008
Fidelity Investment January 2001 - January 2003
Fidelity Investments January 1999 - January 2001
United States Air Force July 1995 - December 1999
Skills
Excel, PowerPoint, Outlook, Access, Customer Relations, Team Building, Process Improvement, Business Modeling, Data Modeling, Word, Microsoft Office, MS Project, Visio, Web Project Management, Customer Service, Research, Problem Solving, Budgeting, Strategic Planning, Scheduling, Spreadsheets, Employee Engagement, Employee Management, HR Consulting, HRIS, HR Project Management, Business Analysis, Budgets, Leadership, Project Management, Microsoft Excel, Analysis, Microsoft Word, Requirements Analysis, Vendor Management, Cross-functional Team..., Program Management, SDLC
Education
Embry-Riddle Aeronautical University 1996 — 1999
MBA, Management
Virginia Military Institute 1991 — 1995
BS, Biology
Fidelity Investments 2013 - Present
Fidelity Investments 2008 - Present
Fidelity Investments 2004 - 2008
Fidelity Investments 2002 - 2004
Fidelity Investments 1998 - 2002
Fidelity Investments 1996 - 1998
Dataquest, Inc. (Gartner Group) 1993 - 1996
Interleaf 1988 - 1993
Skills
Information Architecture, Content Management, Writing, Copy Editing, Content Strategy, Style Guide Creation, Editorial Process, Project Management
Education
Smith College, Northampton, Mass.
Bachelor of Arts (BA), English Literature and Anthropology
Emerson College, Boston, Mass.
Master of Arts (MA), Writing and Publishing
Emerson College
Fidelity Investments January 2013 - Present
CVS Caremark Corporation March 2012 - January 2013
CVS Caremark Corporation May 2010 - March 2012
Sun Life Financial 2010 - 2010
Fidelity Investments March 2008 - November 2008
Fidelity Investments December 2005 - March 2008
Fidelity Investments July 2002 - December 2005
Fidelity Investments 2001 - 2001
Skills
Email Marketing, Digital Marketing, Marketing Communications, Account Management, Workflow Solutions, Process Improvement, Integrated Marketing, Client Services, Direct Mail, Advertising, Online Marketing, Packaging, Retail, Adobe Creative Suite, Resource Management, Budgets, Scheduling, CRM, Brand Development, Print Production, Vendor Management, Creative Problem Solving, Team Building, Budgeting, Oracle Applications, Customer Relations
Education
Emerson College
MA, Management & Organizational Communications
University of Massachusetts Lowell
BSBA, Marketing & Management
State Street Bank March 2002 - Present
State Street 1996 - Present
STATE STREET CORPORATION, Boston, MA 1996 - Present
Fidelity 1994 - 1996
Fidelity Investments 1994 - 1996
Bank Of Boston August 1978 - June 1994
Skills
Datacom, CICS, Easytrieve, Fileaid, JCL, Autosys, VSAM, IBM Utilities, Xpediter, Unix, Syncsort, Serena Changeman, Mainframe, WebSphere MQ, DB2, SPUFI, Endeavor, COBOL
Education
Emerson College 1972 — 1976
BS, Mass Communications, Speech
MFS Investment Management 2002 - 2008
Fidelity Investments 1997 - 2002
Skills
Adobe Creative Suite, Marketing Communications, InDesign, Illustrator, Adobe Acrobat, Photoshop
Education
Emerson College 2008 — 2012
Master of Fine Arts (MFA), Creative Writing – Nonfiction, 3.9
Fidelity Investments October 2009 - Present
Fidelity Investments July 2005 - February 2009
Education
Emerson College 1981 — 1985
BFA, Concentration in Photography/Film Theory
Fidelity Investments September 2006 - February 2009
Citigroup November 2002 - September 2006
AIG November 2001 - November 2002
Charles Schwab May 1999 - June 2001
ABC Nizhny Novorod 1994 - 1996
Education
Thunderbird School of Global Management 1994 — 2000
Master of Intl Mgmt, International Finance
Florida State University 1987 — 1990
B.A. / B.S., International Affairs/Russian Studies
Embry-Riddle Aeronautical University 1985 — 1987
Aircraft Engineering Technology
Millennium Partners Sports Club Management April 2006 - August 2014
Fidelity Investments October 1999 - March 2006
Herbalife January 1998 - May 1999
Universal Studios September 1995 - August 1997
Skills
Strategy, Leadership, Retail, Online Marketing, Mergers & Acquisitions, Brand Development, Strategic Partnerships, Analytics, Program Management, Market Research, Multi-channel Marketing, Marketing, Marketing Strategy, Media Buying, SEM, Advertising, Competitive Analysis, Marketing Communications, Social Media, Digital Strategy, Social Media Marketing, Integrated Marketing, Management, Direct Marketing
Education
Emerson College 1991 — 1994
Bachelor of Science (B.S.), Advertising & Communications
New Trier High School
Informatica January 2014 - June 2014
Informatica February 2013 - January 2014
Active Endpoints(Acquired by Informatica) March 2012 - February 2013
Endeca( Acquired by Oracle) November 2010 - March 2012
Fidelity Investments September 2010 - November 2010
Luminus Devices June 2009 - August 2009
Skills
Excellent interpersonal..., Ability to handle..., Good analytical skills, Strong time management..., PC knowledge, Interpersonal Skill, Analytical Skills, SaaS, CRM, Business Intelligence, Salesforce.com, Management, Cloud Computing, Enterprise Software, Direct Sales, E-commerce, Solution Selling, Team Management, Start-ups, Strategic Partnerships, Business Development, Lead Generation, Program Management, Sales Process, Sales, Professional Services, Product Management, Product Marketing, Analytics, Sales Operations, Sales Enablement, Go-to-market Strategy, Pre-sales, Strategy, Demand Generation, Marketing Automation, Selling, Competitive Analysis, Software Industry, Account Management, B2B
Education
Elon University - Martha and Spencer Love School of Business
BS
Mackenzie Investments October 2014 - Present
Fidelity Investments December 2011 - September 2014
Fidelity Investments September 2011 - November 2011
UBS August 2010 - August 2011
Skills
Wealth Management, Investments, Mutual Funds, Portfolio Management, Asset Management, Customer Service, Investment Strategies, Securities, Investment Advisory, Retirement Planning
Education
Union College 2008 — 2010
Master of Business Administration (M.B.A.), Finance
Elmira College 2005 — 2008
Bachelor of Science, Business
CSheppard April 2000 - Present
Fidelity Investments March 1997 - April 2000
Office Specialist 1996 - 1997
Liberty Mutual Insurance Company 1989 - 1996
The Beat 1988 - 1989
Skills
Secretarial Skills, Constant Contact, Campaign Monitor, Content Writing, Technical Writing, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Project, Portrait Photography, Photoshop, WordPress, Meeting Planning, Online Data Entry
Education
Emerson College
Radio, Communicationd, and Programming
New England School of Photography
Applied Photography
Northeastern University
English, Technical Writing, Marketing
Fidelity Investments January 2015 - Present
Fidelity Investments January 2014 - Present
Fidelity Investments July 2010 - December 2013
Bank of America 2008 - 2010
Bank of America 2003 - 2008
Skills
Financial Services, Customer Service, Series 7, Six Sigma
Education
Emerson College 1999 — 2001
Bachelor of Arts (BA), Communication and Media Studies
Loyola University Chicago 1998 — 1998