Fidelity Investments Life Insurance
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Fidelity Investments Life Insurance Employees
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
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
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
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
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
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
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
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
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
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
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
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
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