Fidelity Investments Life Insurance

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Fidelity Investments Life Insurance Employees

Employee
Years
Job
Industry
Jeff Gerold Jeff Gerold Austin, Texas Details
Jeff Gerold's Fidelity Investments Life Insurance Experience April 2004 - March 2007
Job Vice President, Charitable Planning Consultant at Fidelity Investments, Fidelity Charitable CFP CAP
Industry Financial Services
Experience
Fidelity Charitable  March 2007 - Present
Fidelity Investments Life Insurance   April 2004 - March 2007
Fidelity Investments - Personal Investments   March 2003 - March 2004
Fidelity Investments  2001 - 2004
The Container Store  April 1991 - April 1998

Skills
Financial Planning, Philanthropy, Strategic Financial...

Education
University of North Texas   1987 — 1992
BAA, Music, Counseling, Psychology

Joe Procacini, FFSI, AAPA, AIRC, PCS Joe Procacini, FFSI, AAPA, AIRC, PCS Greater Boston Area Details
Joe Procacini, FFSI, AAPA, AIRC, PCS's Fidelity Investments Life Insurance Experience 2012 - 2014
Job Senior Business Analyst Consultant at Vertex (an Ebix Consulting Firm)
Industry Financial Services
Experience
Vertex (an Ebix Consulting Firm)   December 2014 - Present
MassMutual Financial Group  2012 - Present
VERTEX, Inc.   April 2012 - December 2014
Fidelity Investments Life Insurance   2012 - 2014
Forethought Insurance   2012 - 2013
DST Insurance Systems   2012 - September 2012
Current Time  March 2012 - March 2012
Sunlife Financial  January 2004 - March 2012
Sun Life Financial  January 1999 - January 2004
Sun Life Financial  October 1997 - January 1999

Skills
Mutual Funds, Insurance, Problem Solving, Business Analysis, Team Leadership, IT Management, Retirement, DTCC, DSTfanmail, Team Building, Fixed Annuities, Veriable Annuities, Financial Services, Vendor Management, Project Management, Life Insurance, Systems Analysis, IT Strategy, Software Project..., Investments, Testing, Change Management, Analysis, Requirements Gathering, Business Requirements, Visio, Requirements Analysis, Mainframe, SDLC, Process Improvement, Leadership, Project Portfolio..., Business Intelligence, PMO, Risk Management, Business Process, Program Management, Software Documentation, PMP, Enterprise Architecture, SharePoint, User Acceptance Testing, Resource Management, Data Warehousing, COBOL, Integration

Education
Northeastern University
Bachelor of Arts, Management Informations Systems

Middlesex Community College
Associates, Business Administrations

Angus W. Stewart, CFP® Angus W. Stewart, CFP® Bridgewater, Massachusetts Details
Angus W. Stewart, CFP®'s Fidelity Investments Life Insurance Experience October 2007 - October 2010
Job Director, Investment Product Management at Fidelity Investments Institutional Services
Industry Financial Services
Experience
Fidelity Investments  May 2012 - Present
Fidelity Investment Life Insurance   October 2010 - May 2012
Fidelity Investments Life Insurance   October 2007 - October 2010
Fidelity Investments (FMR Co.)   August 2006 - October 2007
Fidelity Investments (FPCMS)   March 2006 - August 2006
Fidelity Investments (FPCMS)   August 2004 - March 2006

Skills
Corporate Actions, Equities, Financial Modeling, Investments, Management, Mutual Funds, Product Management, Series 63, Series 7

Education
Bryant College   2003 — 2004
Master of Business Administration (M.B.A.), Finance, General

University of Massachusetts Dartmouth   1997 — 2001
Bachelor of Arts (B.A.), Economics - Honors

Boston College

Susan R. Titus Susan R. Titus Greater Boston Area Details
Susan R. Titus's Fidelity Investments Life Insurance Experience June 1999 - February 2007
Job Information Technology and Services Professional
Industry Computer Software
Experience
Fidelity Investments Life Insurance   June 1999 - February 2007
Peritus  September 1995 - April 1999
John Hancock  March 1984 - February 1995

Skills
Shell Scripting, XML, Java, Perl, C++, Unix, Web Services, Testing, SQL, Team Leadership, HTML, Agile Methodologies, Software Documentation

Education
Wheaton College (MA)   1976 — 1980
BA, Double Major: Biology, Studio Art

Boston University
Certificate, C/C++/Windows Development

Kevin LaChapelle Kevin LaChapelle Greater Boston Area Details
Kevin LaChapelle's Fidelity Investments Life Insurance Experience July 2005 - December 2008
Job Project Management Professional
Industry Financial Services
Experience
Fidelity Investments  July 2010 - Present
Fidelity Investments Life Insurance   July 2005 - December 2008
Fidelity Personal Investments   April 2000 - July 2005
Fidelity Investments Systems Company  June 1998 - April 2000
Fidelity Investments Institutional Services  September 1994 - June 1998
The Shareholder Services Group  August 1993 - September 1994
The Shareholder Services Group  July 1992 - August 1993
American Express  June 1987 - July 1992

Education
University of New Hampshire
Bachelor of Arts

Pete Kszystyniak Pete Kszystyniak Greater Boston Area Details
Pete Kszystyniak's Fidelity Investments Life Insurance Experience 2006 - 2008
Job Post Deployment Remediation at TJX Companies
Industry Information Technology and Services
Experience
JVT Advisors  October 2010 - Present
Fidelity Investments  February 2010 - April 2010
Fidelity Investments Life Insurance   2006 - 2008
Fidelity Investments Life Insurance   2004 - 2006
Fidelity Investments Life Insurance   2001 - 2005
Fidelity Investments Life Insurance   1998 - 2001
Fidelity Investments Life Insurance   1997 - 1998

Education
Kinyon - Campbell Business School
Computer/Network Support Technician Course

Bristol Community College   1974 — 1976
AS, Business Administration

Training through Fidelity Investments
ITIL Certification

Training through Fidelity Investments
CISSP Certification Preparation Course

Training through Fidelity Investments
Applying Microsoft Security

Training through Fidelity Investments
Implementing and Supporting Microsoft Windows XP Professional

Training through Fidelity Investments
Implementing Microsoft Windows 2000 Professional and Server

Training through Fidelity Investments
Updating Support Skills from MS Windows NT to MS Windows 2000

Training through Fidelity Investments
Supporting Microsoft Windows NT 4.0 Core Technologies

Training through Fidelity Investments
Information Risk Management Program Overview

Fearghal O'Riain CFP® Fearghal O'Riain CFP® Greater Boston Area Details
Fearghal O'Riain CFP®'s Fidelity Investments Life Insurance Experience May 2000 - March 2004
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services  April 2014 - Present
Fidelity Investments  October 2010 - April 2014
Fidelity Investments Portfolio Advisory Service   March 2004 - October 2010
Fidelity Investments Life Insurance   May 2000 - March 2004
Fidelity Investments Life Insurance   May 1999 - May 2000
John Hancock Signature Services  January 1998 - April 1999

Skills
Retirement Planning, Investments, Asset Allocation, Investment Strategies, High Net Worth..., Series 7, Series 6, Mutual Funds, Relationship Management, Retirement, Series 65, life and health..., Estate Planning, Series 63

Education
The American College   2008 — 2009
Certificate, Financial Planning

University College Dublin   1991 — 1994
B.A., Psychology

Mike Morris, CISA, FLMI Mike Morris, CISA, FLMI Greater Boston Area Details
Mike Morris, CISA, FLMI's Fidelity Investments Life Insurance Experience 1998 - 2000
Job Analyst at Technosoft Corporation/iknowvate
Industry Financial Services
Experience
Deloitte  2014 - 2015
Edge Technology Services  August 2010 - November 2012
Fidelity  2000 - 2008
Fidelity Investments Life Insurance   1998 - 2000
GTE Service Corporation  1995 - 1998
Chubb Insurance  1986 - 1995

Skills
Test Planning, SQL, Test Cases, Manual Testing, Regression Testing, Sybase, Client/server, Quality Center, Software Documentation, Quality Assurance, SDLC, Requirements Analysis

Education
University of Massachusetts Lowell
BS, Accounting

Heidi Bui Heidi Bui Greater Boston Area Details
Heidi Bui's Fidelity Investments Life Insurance Experience January 2010 - Present
Job Director, Marketing Measurement & Lead Mgmt at Fidelity Investments Life Insurance
Industry Financial Services
Experience
Fidelity Investments Life Insurance   January 2010 - Present
Fidelity Investments  May 2005 - October 2008

Skills
Database Marketing, Analytics, Financial Services, Marketing Analytics, Segmentation

Education
Boston College - Wallace E. Carroll Graduate School of Management   1999 — 2003
Bachelor, Marketing & Communications

Lane Mabbett Lane Mabbett Greater Boston Area Details
Lane Mabbett's Fidelity Investments Life Insurance Experience June 2005 - Present
Job Principal Systems Service Support at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Life Insurance   June 2005 - Present
Fidelity Investments  August 2002 - June 2005
Fidelity Investments  January 2000 - August 2002
Electronic Data Systems  June 1995 - January 2000

Education
University of Colorado Boulder   1986 — 1990
BA, Political Science

Kelly Perkins Kelly Perkins Salem, New Hampshire Details
Kelly Perkins's Fidelity Investments Life Insurance Experience January 2001 - January 2002
Job Business Analyst Consultant
Industry Financial Services
Experience
The Crosby Company of New Hampshire  January 2010 - Present
Fidelity Investments  January 1998 - January 2010
Fidelity Investments  January 2002 - January 2003
Fidelity Investments Life Insurance   January 2001 - January 2002
Fidelity Investments Life Insurance   January 1998 - January 2001
SODEXHO MARRIOTT SERVICES  January 1996 - January 1998

Skills
Mutual Funds, Bloomberg, Accounting, Analysis, Access, Auditing, Financial Modeling, Business Analysis, Project Management, Business Process..., Integration, Vendor Management, Leadership, Management, Portfolio Management, Investments

Education
D'Amore-McKim School of Business at Northeastern University
MBA / IRM, Masters Business Admin & Cert Information Resource Mgmt

Isenberg School of Management, UMass Amherst
Bachelor, Finance

Ella Arber Ella Arber Greater Boston Area Details
Ella Arber's Fidelity Investments Life Insurance Experience February 1994 - August 2000
Job Senior Customer Support Engineer, Seeking New Opportunity
Industry Information Technology and Services
Experience
STRESS RELIEF MANAGEMENT   January 2010 - Present
PHASE FORWARD, INCORPORATED (acquired by ORACLE)   September 2008 - January 2010
UNICA, INCORPORATED   May 2007 - April 2008
SOFTSCAPE, INCORPORATED   May 2006 - February 2007
Fidelity Investments  June 2004 - March 2006
Fidelity Investments Systems Company  August 2000 - June 2004
Fidelity Investments Life Insurance   February 1994 - August 2000
IONICS, INCORPORATED  September 1992 - February 1994
STATE STREET BANK AND TRUST COMPANY  March 1992 - September 1992
HARVARD UNIVERSITY, SCHOOL OF MEDICINE  November 1991 - January 1992

Skills
Testing, Databases, Websphere, Unix, Weblogic, JIRA, SQL, Software Documentation, Web Applications

Education
Northeastern University   1989 — 1991
Bachelor of Science, Business Administration; Management Information Systems

GOMEL PEDAGOGIC COLLEGE   1984 — 1987
Secondary Education Teaching Degree

Jean McNamara Jean McNamara San Diego, California Details
Jean McNamara's Fidelity Investments Life Insurance Experience September 2008 - April 2011
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  November 2012 - April 2014
Prudential Insurance Company of America  June 2012 - November 2012
Fidelity Investments Life Insurance   September 2008 - April 2011
Fidelity Investments  June 2005 - September 2008
Fidelity Investments  February 2004 - June 2005
Fidelity Investments  May 2003 - February 2004
Fidelity Investments, Survivor Services   October 2000 - May 2003
Fidelity Investments, Priority Services   July 1998 - October 2000
Kulch Associates   October 1996 - July 1998
Krowlikowski, Hobbs   January 1995 - October 1996

Skills
Strategic Planning, Change Management, Process Improvement, Team Leadership, Customer Satisfaction, Client Acquisition &..., Sales & Lead Development, Relationship Management

Education
Rivier College