National Financial
Industry: Capital market company
DescriptionSubsidiaries: Correspondent Services Corporation, Parent organization: Fidelity Brokerage Company
National Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at National Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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National Financial Employees
Fidelity Investments Tax Exempt Market August 2013 - Present
National Financial May 2005 - Present
Fidelity Investments May 2001 - May 2005
Fidelity Investments May 1999 - May 2001
Fidelity Investments May 1997 - May 1999
Fidelity Investments May 1995 - May 1997
Fidelity Investments November 1993 - May 1995
Fidelity Investments September 1992 - November 1993
Skills
Marketing, Marketing Strategy, Marketing Communications, Product Marketing, Marketing Management, Market Research
Education
UCLA Anderson School of Management 1990 — 1992
Master of Business Administration (MBA), 3.75
Cornell University 1982 — 1986
Bachelor of Arts (B.A.), Psychology
Bridgewater Associates July 2015 - Present
Bank of New York Mellon January 2010 - July 2015
Fidelity Investments Strategic Advisers Technology 2007 - January 2010
Fidelity International 2005 - 2007
Fidelity Investments October 2002 - January 2005
Fidelity Investments June 2001 - September 2002
Fidelity Investments April 2000 - May 2001
Fidelity Investments January 1999 - March 2001
National Financial June 1993 - December 1998
Skills
Fixed Income, Portfolio Management, Mutual Funds, Equities, Middle Office, Technology, Product Management, trade processing, User Interface, Management, Program Management, Project Management, Analysis, Asset Allocation, Front Office, Cost Basis, Analytics, Asset Management, Asset Managment, Bonds, Derivatives, Financial Services, Enterprise Software, Hedge Funds, Investment Management, Investments, Leadership, Market Data, Outsourcing, SDLC, Securities, Strategy, Trading, Trading Systems
Education
Boston University Questrom School of Business 1999 — 2002
MBA, General Management
University of Rhode Island - College of Business Administration 1989 — 1993
Finance, Minor Japanese Studies
Kansai Gaidai University 1992 — 1992
studied abroad for a semester, Japanese Studies
Sharon High 1985 — 1989
High School Diploma
National Financial October 2011 - Present
Safeway September 2008 - March 2009
Moe's Southwest Grill of Delaware September 2007 - September 2008
Skills
Accounts Payable &..., •General Ledger & Cash..., Credit & Collections..., Financial Analysis &..., Budget & Cost Analysis, Project & Team..., Advertising, Sales Management
Education
American InterContinental University 2011 — 2012
Master of Business Administration (M.B.A.), International Business
American InterContinental University 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), International Business
Fidelity Investments October 2014 - Present
Fidelity Investments January 2007 - Present
National Financial 2001 - 2008
National Financial February 2003 - January 2007
National Financial June 2001 - February 2003
Skills
Financial Services, Project Management, Program Management, Business Analysis, Process Improvement, Risk Management, Vendor Management, Analysis, Business Process..., PMO, Mutual Funds, Equities, Fixed Income
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2011
MSF, Masters of Science Finance
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
MBA, Masters, Business Administration
Saint Michael's College 1997 — 2001
Bachelor, Business Administration
Fidelity Investments, National Financial April 2009 - Present
National Financial July 2007 - November 2008
Fidelity Investments - eBusiness February 2005 - July 2007
Fidelity Investments February 2001 - February 2005
Xchange Incorporated November 2000 - February 2001
Granitar Incorporated July 2000 - November 2000
Fidelity Investments July 1998 - July 2000
Education
University of Massachusetts Boston 1989 — 1995
Bachelors, Economics, Geography, Political Science
Fidelity Investments December 2013 - Present
Clean Harbors July 2012 - April 2013
Clean Harbors March 2011 - June 2012
National Financial 2008 - April 2010
Fidelity Investments 1999 - October 2008
Fidelity Investments June 1994 - December 1999
Bank of Boston June 1988 - June 1994
Mountain Bell February 1986 - November 1987
Skills
Development Management, Program Management, Agile Project Management, Requirements Analysis, Integration, Business Analysis, Process Improvement, Product Management, Project Management, Product Development, Agile Methodologies, Software Project..., Software Development, Team Leadership, Business Development, Leadership, Strategic Planning, Management, Team Building, Business Intelligence, Strategy, SDLC, Software Quality..., Business Process..., IT Strategy, Vendor Management, Databases, Quality Assurance, PMO, Project Portfolio..., Software Documentation, Testing, SaaS, Cross-functional Team..., Requirements Gathering, Visio, Business Process, PMP, Enterprise Software, Release Management, SharePoint, Project Planning, Enterprise Architecture, IT Management, .NET, Business Requirements, Data Warehousing, Resource Management, MS Project, Mobile Devices
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2006
Masters, High Tech MBA
DeVry Institute of Technology 1983 — 1986
BS, Computer Information Systems
Twitch July 2014 - Present
Cupcakes and Critters June 2014 - Present
POKERprimaDIVAS July 2012 - January 2014
National Financial May 2013 - August 2013
eventwist June 2011 - August 2012
Nightlife Group September 2010 - July 2012
The Best Buddies Challenge April 2012 - June 2012
Delux Tux April 2012 - May 2012
Dayglow 2012 - 2012
Skills
Promotions, Social Media Marketing, Event Planning, Event Management, Non-profit..., PowerPoint development, Product Promotion, Event Photography, Concert Production, Live Events, Nightclub, Nightlife, Facebook Marketing, Facebook Fan Page..., Twitter Marketing and..., Team Management, Corporate Events, Trade Shows, Hospitality, Marketing Strategy, Marketing, Time Management, Facebook, Hotels, Coordinating Events, Social Media, Meeting Planning, Sponsorship, Pinterest
Education
New York University 2012 — 2015
Event Planning and Management, Hospitality Administration/Management
Medfield High School 2008 — 2012
United States Marine Corps December 2008 - Present
National Financial June 2007 - August 2008
State Street Bank September 2006 - June 2007
Pershing 2005 - 2006
Skills
Security Clearance, Operational Planning, Military Experience, Team Building, Military, Military Operations, Strategic Planning, Public Speaking, Command, Military Logistics, Force Protection, Weapons, Navy
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2005
BS, Business Administration-Finance
Choate Rosemary Hall
San Mateo Credit Union June 2015 - Present
US Bank Home Mortgage October 2011 - June 2015
Opes Advisors September 2010 - February 2011
Guardian Life of America June 2010 - September 2010
Mortgage Network January 2000 - June 2010
National Financial 1996 - 1999
Emerson Financial 1991 - 1996
Pan American Savings Bank 1988 - 1991
Skills
Leadership, Mortgage Banking, Management, Business Strategy, Mortgage Lending, FHA, Recruiting, Negotiation, Team Building, Banking, Strategic Planning, Loans, Analysis, Budgets, Credit, Loan Origination, Finance
Education
College of San Mateo
Finance
USA October 2012 - Present
Jenzabar July 2010 - October 2012
Fidelity Investments April 2010 - July 2010
Brayden C. Burroughs, Attorney-at-Law December 2009 - April 2010
National Financial October 2008 - May 2009
Exemplar Law Partners June 2008 - August 2008
Ropes & Gray LLP January 2005 - May 2008
Skills
Government Contracting, Government Procurement, Contract Writing, Contract Management, Contracts Review, FAR, Legal Research, Defense Contracting
Education
New England School of Law 2005 — 2009
JD
Hampshire College 1998 — 2002
B.A., Japanese Language and Culture
Kroger December 2008 - Present
Fidelity Investments May 2008 - February 2009
Fidelity Investments February 2004 - May 2008
Fidelity Investments January 2002 - February 2004
Fidelity Investments April 1998 - January 2002
Fidelity Investments July 1995 - April 1998
Fidelity Investments April 1991 - July 1995
National Financial September 1989 - April 1991
National Financial October 1987 - September 1989
National Financial April 1984 - October 1987
Skills
Change Management, Business Process..., Six Sigma, Operations Management, Project Management, Leadership, Team Building, Strategic Planning, Process Improvement, Risk Management, Performance Management, Management, Strategy, Cross-functional Team..., Access, Training, Finance, Team Management, Employee Benefits, Financial Reporting, Auditing, Analysis, Customer Service, Budgets, Forecasting, Investments
Education
Thomas More College 1996 — 2000
BA, Business Management/Finance
Northeastern University 1985 — 1988
AA, Management Information Systems/Accounting
youngretired.ca January 2007 - Present
National Financial 2007 - 2008
Investors Group 1999 - 2006
Department of Communications Canada 1981 - 1983
Skills
Strategic Planning, Financial Services, Marketing Strategy, Public Speaking, Business Strategy, Research, Market Research, Analytics, Marketing Communications
Education
University of Toronto - Rotman School of Management 1989 — 1991
EMBA, Management
Carleton University 1974 — 1976
MA, Canadian Studies
Carleton University 1974 — 1975
BJ hons, Journalism
Carleton University 1969 — 1972
BA, Sociology
Trinity College School 1966 — 1968
Wells Fargo Bank April 2007 - Present
Fidelity Investments 2004 - April 2007
National Financial 2003 - 2004
Fidelity Investments 2000 - 2003
Skills
Event Management, Corporate Events, Leadership, Management, Meeting Planning, Marketing Communications, Marketing Strategy, Budgets, Event Planning, Hospitality, Marketing, Sales, Trade Shows, Social Media Marketing, Public Relations, Hospitality Management
Education
Rhode Island College 1987 — 1990
BA, Mass Communications
Northeastern University
Certificate in Meeting Management
Fidelity Investments September 2013 - Present
Fidelity Investments - Fidelity Institutional February 2011 - September 2013
National Financial April 2008 - February 2011
National Financial October 2006 - March 2008
Fidelity Capital Markets 2004 - 2006
Knight Securities 2000 - 2004
Skills
Brokerage, Business Development, Capital Markets, Business Strategy, Asset Management, Fixed Income, Management, Sales Management, Trading
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
M.B.A
Tufts University 1990 — 1993
Bachelor's Degree
Phillips Academy 1988 — 1989
Pershing, a BNY Mellon company April 2014 - Present
Pershing, a BNY Mellon company September 2012 - March 2014
Pershing (BNY Mellon) October 2010 - October 2011
National Financial October 2007 - October 2010
Fidelity Investments November 2004 - September 2007
Fidelity Investments November 2004 - June 2006
Skills
Series 7, Series 63, Business Analysis, Product Management, Product Development, project management, Process Development, Sales Support, Sales Process, Branches
Education
State University of New York College at Buffalo 2001 — 2003
MASTERS, ECON
R. Seeger Wealth Management, Ltd September 2010 - Present
Fidelity Investments August 2005 - August 2009
Fidelity Investments January 2000 - July 2005
Fidelity Investments March 1996 - December 1999
National Financial May 1994 - February 1996
Skills
Mutual Funds, Fixed Annuities, Fixed Income, Financial Goals, Uniform Combined State..., Investment Advisory, Retirement Planning, Retirement, Portfolio Management, Securities, Finance, FINRA, Strategic Financial..., Wealth Management, ETFs, Asset Management, Asset Allocation, 401k, Investment Strategies
Education
Manhattan College 1997 — 1999
MBA, Finance
Florida Atlantic University 1989 — 1992
Bachelor of Business Administration, Management
Nassau Community College 1987 — 1989
Associate in Science, Business
New York University
School of Continuing and Professional Studies, Trusts and Estates
Farmingdale High
EverPoint Asset Management September 2015 - Present
Wells Fargo Securities June 2014 - August 2015
Wells Fargo Securities June 2013 - August 2013
National Financial May 2012 - August 2012
University of Michigan Office of Technology Transfer May 2011 - July 2011
Oakland County Board of Commissioners June 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, LBO Modeling, Financial Modeling, Financial Analysis, Data Analysis, Process Improvement, Analysis, Research, Leadership, Public Speaking, Customer Service, Investment Banking, LBO, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor's of Business Administration, Finance
Bloomfield Hills Andover High School 2006 — 2010
OK Hardware October 2007 - Present
Morgan Stanley June 2006 - September 2007
Citigroup April 2005 - June 2006
Citigroup April 2002 - April 2005
Citigroup March 2001 - April 2002
Fidelity Capital Markets August 2000 - March 2001
Fidelity Capital Markets November 1998 - August 2000
National Financial May 1997 - November 1998
Education
Pace University - Lubin School of Business 2008 — 2010
MBA, Financial Management
New York University 1992 — 1996
Barclays June 2015 - Present
Barclays January 2013 - June 2015
Securities Industry and Financial Markets Association April 2010 - December 2012
Deloitte 2007 - 2010
UBS Securities Clearance Corp (formerly known as ABN Amro Sage Corp.) 2004 - 2007
National Financial 1999 - 2004
Barclays Capital 1998 - 1999
National Financial 1997 - 1998
Skills
Prime Brokerage, Accounting, Relationship Management, Securities, Financial Markets, Series 7, Fixed Income, Equities, Mutual Funds, Capital Markets, Trading, Risk Management, Brokerage, FINRA, Banking, Series 24, Executive Management, Hedge Funds, Investments, Business Analysis, Finance, Financial Services, Middle Office, Options, Strategy, Trading Systems
Education
Fordham University - Graduate School of Business Administration 2003 — 2007
M.B.A., Finance, Accouting & Taxation
New York University 1993 — 1997
B.S., Communications Studies
New York University 1993 — 1997
Professional Certificate, Financial Risk Management
SoftCode, Inc. 2011 - Present
National Financial 2006 - 2010
National Financial 2003 - 2006
Fidelity Strategic New Business Development 1998 - 2002
Fidelity Investments Institutional Services 1995 - 1998
Fidelity Investments Institutional Services 1992 - 1995
Fidelity Investments 1990 - 1992
Fidelity Investments 1988 - 1990
Skills
Analysis, Mutual Funds, Financial Modeling, Financial Reporting, Forecasting, Pricing, Budgets, Finance, Leadership, Corporate Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration
Babson College
Bachelor of Science
Broadridge Business Process Outsourcing, LLC February 2000 - Present
Ridge Clearing, A Division of Broadridge Financial Solutions 2000 - Present
Quick & Reilly 2000 - Present
Broadridge 2000 - Present
Ridge Clearing and Outsourcing Solutions 2000 - Present
Ridge Clearing & Outsourcing Solutions, Inc., A Division of Broadridge Financial Solutions, Inc. 2000 - Present
Fleet Securities 2000 - 2005
ADP February 2000 - May 2004
ADP Clearing & Outsourcing Svcs (US Clearing) February 2000 - May 2004
National Financial March 1995 - February 2000
Skills
Fixed Income, Risk Management, Back Office, Capital Markets, Trading Systems, Hedge Funds
Education
Coe College 1982 — 1986
Bachelor of Arts (B.A.), Business Administration and Management, General
Morgan Stanley Investment Management September 2013 - Present
Morgan Stanley Smith Barney November 2012 - September 2013
Morgan Stanley Smith Barney June 2011 - August 2012
DTCC January 2000 - January 2011
National Financial October 1994 - December 1999
Skills
Mutual Funds, Securities, Series 7, CRM, Relationship Management, Morningstar, Product Management, Portfolio Management, Fixed Income, Investments, Banking, Wealth Management, Forecasting, Asset Management, Project Management, Trading, Asset Allocation, Business Intelligence, Financial Services, Risk Management, ETFs, Account Management, Equities
Education
Bloomfield College 1984 — 1988
BS, Marketing
Moors & Cabot, Inc. 2006 - Present
Moors&Cabot 1996 - Present
Boston Stock Exchange 2004 - 2008
National Financial 1990 - 1995
Skills
Equities, Trading, Securities, Capital Markets, Equity Trading, Series 7, Bloomberg, Series 24, Valuation, Series 63, Mutual Funds, Investments, Options, Investment Advisory, Derivatives, Asset Management, Alternative Investments, Hedge Funds, Wealth Management, Portfolio Management, Fixed Income, Investment Strategies, Financial Services, Electronic Trading, Asset Allocation, Investment Management, Trading Systems, Bonds, Financial Markets
Education
University of Massachusetts Boston 1979 — 1982
BS, Finance and Financial Management Services
North Quincy High School 1969 — 1973
Fidessa March 2010 - Present
National Financial July 2003 - March 2010
Fidelity (National Financial) 2005 - 2010
Skills
Equities, Financial Services, Mutual Funds, Series 7, Series 63, Securities, Trading, Business Analysis, Fixed Income, Options, Investments, Customer Service, Capital Markets, Risk Management, Asset Managment
Education
Muhlenberg College 1989 — 1993
Pershing, a BNY Mellon company August 2014 - Present
Vantage Learning June 2013 - July 2014
National Financial 1999 - June 2012
Fidelity Investments 1999 - 2012
Pershing 1995 - 1999
Skills
Series 7, Prime Brokerage, Mutual Funds, Securities, Financial Markets, Trading, Fixed Income, Equities, Portfolio Management, Funding, P&L Management, Series 24, Financial Services, Alternative Investments, FINRA, Hedge Funds, Series 63, Back Office, Options, Risk Management, Capital Markets, Trading Systems, Bloomberg, Banking, Bonds, Wealth Management, Asset Management, Investments, Equity Trading, Strategic Financial..., Derivatives, Project Management, Product Development, International Product..., International Project..., Investment Management, ETFs, Investment Advisory, Electronic Trading, Asset Allocation, Retirement Planning, CRM, Retirement, Series 65, 401k, Uniform Combined State..., Business Development, Institutional..., Series 6, Market Data
Education
Drew University
Master's degree, International Relations and Affairs
Susquehanna University
Bachelor of Arts (BA), Political Science and Government
National Financial VIce PresidentFidelity Investments
Fidelity Investments (National Financial) 2008 - Present
Fidelity Investments (National Financial) 2008 - Present
Education
University of Massachusetts Boston 1988 — 1993
National Financial July 2009 - Present
National Financial a Fidelity Investments Company 2000 - Present
Skills
Series 7, Securities, Series 63, Financial Services, Series 24, Relationship Management, Series 65, CPA, Series 27
Education
Bentley University 1983 — 1987
National Financial March 2010 - Present
Fidelity Investments 1986 - Present
National Financial, a Fidelity Investments Company 1982 - 2009
Education
Northeastern University
National Financial 2005 - Present
Fidelity Investments 2001 - 2005
Fidelity Investments 1996 - 2001
Heritage Capital Management 1995 - 1996
Skills
Series 7, Series 63, Series 4, Series 8, Mutual Funds, Relationship Management, Financial Services, Risk Management, Contract Negotiation, Contract Management, Vendor Relationships, Strengthening Client...
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance
Bentley University
Bachelor of Science (BS), Finance
Boston University
Certificate of Financial Planning
Institut de Gestion et Sociale
Finance, General
National Financial May 2010 - Present
National Financial July 2007 - June 2010
Fidelity Investments February 2004 - June 2007
Wentworth Materials, Inc January 1996 - February 2004
Education
Norwich University 2005 — 2007
MBA, E-Commerce
Arizona State University 1989 — 1994
BS, Business Administration
National Financial
Education
Baruch College, City University of New York (CUNY) 1976 — 1980
Executive Service Corps of New England January 2008 - Present
National Financial 2002 - 2007
Fidelity Investments 1994 - 2007
Education
Boston College 1971 — 1973
MA
Regis College 1967 — 1971
BA, Germanic Studies/Political Science
National Financial 1997 - Present
Skills
Mutual Funds, Consultative Selling, P&L Management, Contract Negotiations, Series 7, Investments, Series 63, Contract Negotiation, Selling, Securities, Alternative Investments, Wealth Management, Equities
Education
Boston University 2001 — 2003
Master of Science, Computer Information Systems
University of North Carolina at Greensboro 1996 — 1999
B.S., Finance
Saint Michael's College
National Financial NF Product Manager last 9 yearsFidelity Investments1987 - Present
Education
Endicott College 1985 — 1987
Fidelity Investments October 2013 - Present
Fidelity Investments September 2006 - September 2013
National Financial January 2004 - August 2006
National Financial April 1998 - December 2003
Citibank 1994 - 1998
Bay View Federal Bank January 1993 - December 1994
Eastern Bank January 1990 - December 1992
Skills
Risk, Brokerage, Risk Management, Financial Risk, Investments, Credit Risk, Equities, Fixed Income, Financial Services, Series 7, Derivatives, Securities, Options, Portfolio Management, Operational Risk, Operational Risk..., Banking, Vendor Management, Alternative Investments, Market Risk, Mutual Funds, Finance, Capital Markets, Relationship Management, Leadership, Analysis
Education
Franklin Pierce College
Bachelor of Arts (B.A.), Accounting
RMC Real Estate Loans November 1997 - Present
National Financial February 1995 - February 1997
Bank of America October 1989 - May 1992
Homestead Savings January 1982 - March 1986
Skills
Mortgage Lending, Management, Customer Service, Loans, Real Estate, Finance, Time Management, Team Building, Sales, Residential Mortgages, FHA, Refinance, Loan Origination, Credit, Mortgage Banking, Banking
Education
College of San Mateo 1981 — 1981
Fidelity Investments VP - Platform ConsultingNational Financial, a Fidelity Investments Company2004 - Present
National Financial 2004 - Present
PFPC February 1996 - June 2004
Education
Carnegie Mellon University 1979 — 1983
National Financial December 2003 - Present
Amsouth Investment Services 1999 - 2003
First American Investment Services Group 1998 - 1999
Pioneer Securities 1992 - 1998
Skills
Series 7, Series 63, Securities, Series 24, Relationship Management, FINRA, Mutual Funds, Investments, Fixed Income, Financial Services, Investment Advisory..., Wealth Management, Alternative Investments, Risk Management, Retirement, Investment Advisory, 401k, Series 27, Series 53
Education
Toastmasters 2006 — 2008
The University of Tennessee at Chattanooga 1990 — 1992
MBA, Finance
The University of Tennessee at Chattanooga 1986 — 1990
BS, Major in Finance, Minor Economics
National Financial Services- A Fidelity Investments Company January 2012 - Present
National Financial May 2006 - January 2012
National Financial March 2003 - May 2006
Fidelity Investments September 2001 - March 2003
Fidelity Invesments May 1996 - September 2001
Fidelity Investments August 1993 - May 1996
Skills
Financial Services, Management, Customer Service, Employee Training, E-Learning, HTML, Adult Education, Program Management, Compliance, Instructional Design, Training Delivery, Instructor-led Training, Technical Training, Securities, Series 63
Education
University of Oklahoma 1987 — 1992
Bachelor of Arts- Journalism, Advertising, emphasis English
Moran & Company July 2011 - Present
Moran & Company January 2006 - September 2011
Fidelity Investments July 2005 - January 2006
National Financial July 1999 - July 2005
Skills
Financial Analysis, Real Estate, Asset Managment, Valuation, Due Diligence, Real Estate Economics, Investments, Portfolio Management, Financial Modeling, Disposition, Acquisitions, Real Estate Transactions, Risk Management, Brokerage, Underwriting
Education
Southern Methodist University - Cox School of Business 2003 — 2005
MBA, Finance
Austin College 1995 — 1999
BA, History, Economics
RAY-DAR October 2013 - Present
Fidelity Investments January 2010 - October 2013
National Financial September 2009 - January 2010
Digitas April 2009 - September 2009
Boston Coach November 2008 - April 2009
Healthhonors June 2008 - November 2008
Fidelity Investments November 2000 - June 2008
Skills
JavaScript, Web Development, jQuery, Information Architecture, C#, CSS, User Interface Design, Interaction Design, Agile Methodologies
Education
Syracuse University
Bachelor's Degree, Biochemistry/Physics
Nautilytics, LLC January 2013 - Present
Innovosoy November 2012 - December 2012
Innovosoy July 2011 - November 2012
Cornell University July 2010 - July 2011
BCSL LLP August 2009 - August 2010
University of Illinois at Urbana-Champaign August 2008 - July 2010
National Financial April 2007 - May 2008
Skills
Stata, Excel, Python, R, Data Analysis, SAS, Eviews, Statistics, VBA, Programming, Data Mining, Time Series Analysis, C#, Unity3D, LINQ, d3.js, jQuery, JavaScript, Node.js, SQL, Matlab, Access, LaTeX, Word, PowerPoint, Econometrics, ArcGIS, OpenGL, Databases, GAMS, Research, Microsoft Office, Quantitative Analysis, Optimization, Git, Modeling, Economics, Statistical Modeling
Education
Cornell University 2010 — 2011
PhD, Applied Economics
University of Illinois at Urbana-Champaign 2008 — 2010
M.S., Applied Economics
College of the Holy Cross 2000 — 2004
B.A., Economics
EOS CCA June 2010 - Present
National Financial August 2006 - May 2010
Fidelity Investments January 2006 - August 2006
Fidelity Investments January 2002 - January 2006
Fidelity Investments October 1995 - December 2001
FISC Ireland July 1996 - April 1998
American Management Systems (AMS) June 1993 - August 1995
Chubb Insurance 1989 - 1991
Chubb Insurance 1989 - 1991
Skills
Budget, Business Planning, Managerial Finance, Leadership, Integration
Education
D'Amore-McKim School of Business at Northeastern University 1991 — 1993
MBA, Finance
Bowdoin College 1985 — 1989
AB Magna cum Laude, Economics, Government
Xaverian Brothers HS 1981 — 1985
Fidelity 2006 - Present
Fidelity Investments, National Financial 2005 - Present
Fidelity Investments January 1986 - Present
Fidelity Investments January 1986 - Present
National Financial, a Fidelity Investments Company 1986 - Present
National Financial 1986 - Present
Skills
Asset Management, Mutual Funds, Financial Services, Series 63, Risk Management, Series 7, Equities, Fixed Income, Securities, Investments, Management, Wealth Management, Relationship Management, SDLC
Education
Boston University 1982 — 1986
BS/BA, Accounting and Finance
Industrial and Commercial Bank of China (ICBC) Financial Services LLC December 2012 - Present
Independent Financial Services Professional July 2012 - December 2012
Jefferies & Company February 2004 - May 2011
Neuberger Berman April 2000 - February 2004
National Financial July 1996 - January 1999
Morgan Stanley February 1986 - June 1996
Skills
Alternative Investments, Asset Management, Back Office, Bloomberg, Capital Markets, Corporate Finance, Derivatives, Due Diligence, ETFs, Electronic Trading, Equities, Equity Derivatives, Equity Trading, FINRA, FX Options, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Mutual Funds, Operational Risk, Options, Portfolio Management, Prime Brokerage, Private Equity, Securities, Risk Management, Series 24, Series 63, Settlement, Series 7, Trading, Structured Products, Trading Systems
Education
Baruch College, City University of New York (CUNY) 1982 — 1985
BBA, Finance
Stevens Institute of Technology September 2009 - Present
Stevens Institute of Technology April 2007 - Present
Liberty Health & Fitness April 2005 - January 2010
National Financial June 2003 - December 2004
Skills
Athletics, Public Speaking, Coaching, Fitness, Sports, Personal Training, Strength & Conditioning, Strength Training, Injury Prevention, Athletic Performance, Nutrition, Athletic Training, Sports Management, Exercise Physiology
Education
State University of New York College at Brockport 1984 — 1988
BS, Business Administration-Finance
State University of New York College at Brockport 1984 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
FOLIOfn June 2010 - Present
Broadcort Correspondent Clearing, Merrill Lynch April 2007 - June 2010
National Financial December 2004 - April 2006
Correspondent Services Corporation May 2001 - December 2004
Scudder Investments 1997 - 1999
Citicorp Investment Services 1991 - 1994
Skills
Strategy, Start-ups, Investments, Sales, Securities, Executive Management, Budgets, Training, Mutual Funds, Financial Services, Wealth Management
Education
University of California, Santa Barbara 1981 — 1985
Bachelor of Arts (B.A.), History
MoJo's Morsels January 2012 - Present
4 Pets' Sake October 2010 - January 2012
Life's Abundance/HealthyPetNet May 2008 - January 2012
Correspondent Services Corporation October 2000 - April 2004
Citibank April 1997 - October 2000
National Financial October 1995 - August 1997
The Bank of New York January 1994 - October 1995
The Bank of New York February 1993 - January 1994
Skills
Pets, Non-profits, Dogs, Training, Financial Services, Small Business, Retail, Social Networking, Social Media, Animal Nutrition, Merchandising, Holistic Health, Investments, Sales, Customer Service, Operations Management, E-commerce, Time Management, Public Relations, Trade Shows, Public Speaking, Online Advertising, Online Marketing, Marketing, Team Building, Nonprofits, Sales Management, Strategic Planning, Blogging, Marketing Strategy, Brand Development, Account Management, New Business Development, Trading, Newsletters, Coaching, B2B, Fundraising, Email Marketing, Event Planning, Facebook, Wholesale, Marketing Communications
Education
Rutgers University-New Brunswick 1988 — 1992
B.A., Psychology
State Street Global Markets November 2007 - Present
Fidelity Investments 1992 - 2007
National Financial 1992 - 2007
Skills
Series 7, Series 63, Equities, Mutual Funds, Securities, Fixed Income, Series 24, Financial Services, Asset Managment, Investments, Hedge Funds, Alternative Investments, Capital Markets, Wealth Management, Trading
Education
Salve Regina University 1985 — 1989
Bachelor's degree, Finance and Financial Management Services
JBP Associates November 2009 - Present
Decker Training 2007 - July 2010
National Financial 1999 - 2004
National Financial/Fidelity Investments 1993 - 1999
Krupp Marketing 1988 - 1992
Education
Boston College 1984 — 1988
Bachelor of Science, Finance, French
Fidelity / National Financial 2007 - Present
National Financial 2007 - Present
FIX Protocol Ltd. 1998 - Present
Fidelity Capital Markets July 1994 - October 2007
Fidelity Investments 1992 - 1994
Fidelity Investments October 1990 - July 1992
SunGard/Phase3 1987 - 1988
Skills
Securities, Electronic Trading, Trading, Product Management, Trading Systems, Equities, Fixed Income, Capital Markets, Brokerage, Prime Brokerage, Series 7, Series 63, Series 24, Financial Services, Asset Management, Equity Trading, Investments, Mutual Funds, Market Data, Options, Risk Management
Education
Suffolk University - Sawyer School of Management 1985 — 1987
M.B.A.
National Financial January 2003 - Present
Skills
Series 63, Financial Services, Securities
Education
Suffolk University 1982 — 1986
BSBA, Finance
National Financial 2007 - Present
Merrill Lynch 1985 - 2007
Education
Iona College 1976 — 1980
BBA Accounting, Accounting
National Financial 2012 - Present
Triad Advisors, Inc. April 2009 - 2012
fidelity investments May 2005 - November 2008
National Financial 2005 - 2008
National Financial 1999 - 2004
farsight Financial Services 1998 - 1999
Education
Dartmouth College 1993 — 1997
BA, Chemistry
National Financial June 2000 - Present
Skills
Series 7, Securities, Mutual Funds
Education
Northeastern University 1989 — 1995
BS, Business Administration
Tata Consultancy Services July 2011 - Present
Citi Global Markets Inc. December 2010 - June 2011
ICM Capital Markets LTD February 2010 - November 2010
National Financial August 2007 - December 2008
HSBC Securities December 2004 - March 2007
HSBC Brokerage (USA) Inc. September 2000 - December 2004
Barington Capital Group October 1999 - September 2000
DMR Consulting Group May 1999 - October 1999
HSBC Bank USA, N.A.(Former Republic New York Securities Corp) December 1996 - May 1999
HSBC Bank USA, N.A. (Former Republic National Bank of NY) June 1995 - December 1996
Skills
Asset Managment, Strategic Planning, Contract Negotiation, Equities, Fixed Income, Executive Management, Outsourcing, Capital Markets, Securities, Asset Management, Risk Management, Operations Management, Business Process..., Hedge Funds, Business Analysis, Operational Excellence, Banking, Process Improvement, Financial Services, Prime Brokerage, Trading, Corporate Actions, Settlement, Back Office, Private Banking, Leadership, Management, Portfolio Management, Derivatives, FX Options, Financial Markets, Trading Systems, Financial Advisory, Middle Office, Investment Banking, Mutual Funds, Relationship Management, Options, Investment Advisory, Wealth Management, Electronic Trading, Bloomberg, Operational Risk
Education
Queens College 1979 — 1983
BA, Economics
National Financial Vice PresidentFidelity Investments1990 - 2009
Skills
Fixed Income, Series 7, Financial Analysis, Mutual Funds, Equities, Securities, Financial Services, Finance, Capital Markets
Education
Metropolitan State University of Denver 1979 — 1993
BS, Finance
Jefferies & Co. June 2010 - Present
Credit Suisse LLC March 2009 - October 2009
Deutsche Bank August 2008 - January 2009
Deutsche Bank August 2008 - January 2009
National Financial June 1993 - May 2008
National Financial Services LLC June 1993 - May 2008
Security Pacific National Bank February 1991 - May 1993
The First Boston Corp June 1983 - February 1991
Goldman, Sachs & Co January 1980 - June 1983
The Bank of New York Co. Inc May 1977 - January 1980
Skills
Securities, Capital Markets, Management, Analysis, Corporate Actions, Equities, Leadership, Prime Brokerage, User Acceptance Testing, Financial Services, Account Reconciliation, Risk Management, Bloomberg, Hedge Funds, Fixed Income, Investment Banking, Derivatives, Middle Office
Education
Nassau Community College 1977 — 1978
Associates, Business
National Financial February 2008 - September 2010
Education
Texas Woman's University 1998 — 2001
Bachelor of Arts (B.A.), Theatre/Theater and Related Studies
Richland Community College 1996 — 1998
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
ITG PresidentNYFIX Securities Corporation2002 - February 2010
NYFIX Securities Corporation 2002 - 2010
SBC Warburg 1992 - 1997
National Financial 1984 - 1987
Education
Pace University - Lubin School of Business 1979 — 1983
MBA, Financial Management
Baruch College, City University of New York (CUNY) 1974 — 1978
BBA, Marketing Management
Pan-American Life Insurance Group February 2013 - Present
Pan-American Life Insurance Company December 2011 - February 2013
Pan-American Life Insurance Company April 2008 - December 2011
National Financial 1999 - 2008
Education
Tulane University 1994 — 1998
BA, Classics
George School 1990 — 1994
HS
J.P Morgan Securities LLC January 2015 - Present
JP Morgan securities April 2014 - Present
JP Morgan securities October 2007 - April 2014
Fidelity Investments February 1999 - October 2007
National Financial February 1999 - April 2000
Skills
Bi-lingual, Series 7, Series 63, Series 65, Series 24, Series 4, Series 53, Ohio Life & Health
Education
Schiller International University 1997 — 1998
MA, International Relations London Campus
Virginia State University 1991 — 1996
Bachelor of Arts, International Studies
National Financial October 2011 - Present
Lexie's June 2011 - October 2011
Home Instead Senior Care April 2009 - May 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Organization
Education
Ashford University 2011 — 2014
Bachelor's degree, Applied Behavioral Sciences
Ashford University 2011 — 2014
Bachelor's degree, Psychology