Fidelity Investments Institutional Wealth Services
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Fidelity Investments Institutional Wealth Services Employees
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company 2014 - 2015
New York Life Insurance Company 2014 - 2015
iFocus Financial May 2013 - September 2013
Fidelity Investments - Institutional Wealth Services 2008 - March 2013
Fidelity Investments 2006 - 2008
Fidelity Investments 1996 - 2006
Skills
Mutual Funds, Financial Services, Investments, Retirement, Relationship Management, Retirement Planning, Fixed Annuities, 401(k) Rollovers, IRA Rollovers, Term Life Insurance, Permanent Life Insurance, Life Insurance..., Annuity Sales, Wealth Preservation..., Personal Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
MBA, Business
Saint Lawrence University 1987 — 1991
BA, English Lit
Holderness School 1986 — 1987
High School, HS Diploma
Powered By You Training Studio October 2012 - Present
National Personal Training Institute of Colorado December 2012 - Present
National Personal Training Institute of Colorado February 2012 - August 2012
Fidelity Investments - Institutional Wealth Services January 2007 - January 2012
Fidelity Investments June 1994 - December 2006
Skills
Personal Training, Small Business, Nutrition Education, Certified Group..., NASM Certified Personal..., Fitness Center, Financial Services, NASM, Strength Training, Wellness, Wealth Management
Education
National Personal Training Institute of Colorado 2012 — 2012
University of Oregon
Boston Private September 2014 - Present
Fidelity Investments: Institutional Wealth Services June 2013 - August 2013
Under Armour June 2012 - August 2012
Deutsche Bank: Private Client Group August 2011 - August 2011
Skills
Stata, Economics, Research, Critical Thinking, PowerPoint, Microsoft Excel, Microsoft Office, Team Leadership, Non-profit Volunteer, Public Speaking, Management, Customer Service, Recruiting
Education
Bowdoin College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Ridge High School 2008 — 2010
iCapital Network, Inc. February 2014 - Present
BNY Mellon Asset Mangement I Dreyfus June 2012 - February 2014
RBC Advisor Services July 2008 - May 2012
Fidelity Investments April 2008 - July 2008
Fidelity Investments Institutional Wealth Services June 2006 - March 2008
Fidelity Investments Registered Investment Advisor Group October 1998 - June 2006
Fidelity Investments Institutional Service Co. January 1996 - October 1998
Schwab Institutional October 1994 - January 1996
Skills
Asset Management, Trading, Brokerage, Practice Management, Order Management, Asset Managment, Investments, Mutual Funds, Securities, Portfolio Management, Relationship Management, Business Development, Selling, Financial Services, Series 7, Options, Investment Advisory, Wealth Management, Management, Alternative Investments, Capital Markets, Entrepreneurship
Education
University of Massachusetts Boston 1980 — 1985
BA, Economics
Loomis, Sayles & Company April 2014 - Present
Fidelity Institutional Wealth Services February 2012 - April 2013
Fidelity Investments Institutional Wealth Services April 2007 - February 2012
Fidelity Pricing Cash Management Services November 2004 - April 2007
Skills
Excel, Outlook, Bloomberg, Financial Analysis, Access, Brio Query, Hyperion, Lotus Notes, Finance
Education
Quinnipiac University 1999 — 2004
BS, Business Management
Quinnipiac University - School of Business 1999 — 2004
Bachelor of Science (BS), Business Management
Compass Medical October 2011 - Present
Fidelity Capital Markets August 2007 - April 2010
Fidelity Investments -National Financial March 2000 - August 2007
Fidelity Investments - Institutional Wealth Services 1998 - 2000
Fidelity Investments - Institutional Services 1994 - 1998
Fidelity Investments - Retail Company 1993 - 1994
Merrill Lynch 1987 - 1993
Skills
Business Analysis, Series 7, Project Management, Training, Microsoft Office, Process Improvement, Financial Services, Access, Management, Risk Management, Leadership, Business Process, Microsoft Excel, Software Documentation, Program Management, Securities, Customer Service, PowerPoint, Sales
Education
Colby-Sawyer College 1983 — 1987
BS, Business Admistration
Brockton High School
Fidelity Investments - Institutional Wealth Services September 2005 - Present
Fidelity Capital Markets September 1999 - September 2005
Skills
Wealth Management, Relationship Management, Capital Markets, Financial Services, Series 7, Fixed Income, Securities, Asset Management, Management, Equities, Investments, Asset Allocation, Mutual Funds, Financial Advisory, Alternative Investments, Series 63, Sales, Hedge Funds, Portfolio Management, Investment Advisory, FINRA, Sales Process
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1999
MBA
Marist College 1988 — 1992
BS, Finance
Pershing Advisor Solutions, A BNY Mellon Company April 2011 - Present
Pershing Advisor Solutions, a BNY Mellon Company January 2013 - January 2014
Fidelity Investments, Institutional Wealth Services 1998 - February 2011
Fidelity Investments, Institutional Retirement Services Company 1996 - 1998
Fleet Financial Group 1995 - 1996
State Street Bank and Trust Company 1994 - 1995
Skills
Consultative Selling, Customer Negotiations, Registered Investment..., Territory Planning, New Business Development, Practice Management, Business Relationship..., Negotiation, Series 6, Selling, Series 63, Series 7, Financial Advisory, Financial Services, Portfolio Management, Investments, Investment Advisory, Investment Management, Risk Management, CRM, Relationship Management, Securities, Wealth Management, Mutual Funds, 401k, Retirement Planning, Retirement, Wealth Management..., High Net Worth..., Sales, Defined Contribution, IRAs, Separately Managed..., Asset Allocation, Series 24, Series 65, FINRA, Investment Strategies, Wealth, Defined Benefit, Finance, Financial Planners, Qualified Retirement..., Private Banking, Banking, 401k Rollovers, Managing Accounts, Investment Advisory...
Education
Nichols College 1990 — 1994
BSBA, Finance
Fidelity Investments - Institutional Wealth Services May 2007 - Present
Fenimore Asset Management 2004 - 2006
Schwab Institutional 2002 - 2004
Schwab Institutional 2000 - 2002
Skills
Mutual Funds, Financial Services, Investment Advisory, Portfolio Management, Relationship Management, Financial Planning, Series 24, Management
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2006 — 2007
Master of Business Administration (M.B.A.), Business Administration and Technology
Siena College 1977 — 1981
Bachelor's Degree, Business Administration
Fidelity Investments March 2010 - Present
Fidelity Investments May 2007 - March 2010
Fidelity Investments June 2005 - June 2007
Fidelity Investments, Institutional Wealth Services March 2004 - June 2005
Skills
Certified Financial..., Wealth Management, Retirement Planning, Investments, Retirement, Strategic Financial..., CRM, Mutual Funds, Asset Allocation, 401k, Fixed Annuities, Asset Management, Pensions, ETFs, Investment Management, Bonds, IRAs, Equities, Fixed Income, High Net Worth..., Financial Planners, 401k Rollovers, Wealth Management..., Variable Annuities, Employee Benefits, Term Life Insurance, Trading, Insurance, Series 7, Series 63, Series 65
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Masters in Financial Planning
McQuaid Jesuit High School
SUNY Cortland
Bachelors of Arts, Political Science; Economics
State University of New York College at Cortland
BA, Political Science/Economics