BridgePoint Group, LLC
Industry: Company
DescriptionFounded: 2010 Parent organization: Tata Consultancy Services
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BridgePoint Group, LLC Employees
BridgePoint Group, LLC March 2010 - Present
Fidelity Investments 2007 - June 2010
ING 2005 - 2007
AMVESCAP 1997 - 2005
Putnam Investments 1994 - 1997
T Rowe Price 1991 - 1994
LoBue Associates 1980 - 1991
Skills
401k, Mutual Funds, Insurance, Wealth Management, Retirement, Financial Services, Business Transformation, Banking, Investments, Mergers & Acquisitions, Retirement Planning, Asset Management, Alternative Investments, Management Consulting, Strategy, Management, Series 63, Leadership, Risk Management, Series 7, Finance, Business Analysis, Investment Management, Investment Strategies, Hedge Funds, Operations Management, Pensions, Investment Advisory, Asset Allocation, Relationship Management, Securities, Vendor Management, Portfolio Management
Education
Columbia University - Columbia Business School 1989 — 1990
Master of Business Administration (MBA), Business Administration and Management, General
Manhattanville College January 2012 - Present
AppSolute Innovations, Inc June 2014 - September 2015
PZC Consulting Inc. August 2000 - September 2015
BridgePoint Group, LLC September 2011 - December 2013
TruSage International, Inc. July 2010 - October 2011
NexGen Advisors, LLC August 2000 - December 2009
GE Power & Water May 1997 - June 1998
GE April 1996 - April 1997
GE July 1995 - March 1996
GE Power & Water June 1994 - July 1995
Skills
Business Process..., Business Strategy, Finance, Operations Excellence, Continuous Improvement, Lean Manufacturing and..., Six Sigma, Project Management, Team Leadership, Operational Excellence, Business Process..., Change Management, Start-ups, Leadership, CRM, Business Transformation, Management, Competitive Analysis, Strategic Planning, Coaching, Risk Management, Management Consulting, Cross-functional Team..., Strategy, Consulting
Education
Manhattanville College 1983 — 1987
Bachelor of Arts (B.A.), Major - Computer Science and Mathematics; Minor - Dance
Six Sigma Management Institute 1996 — 1997
Certification, Six Sigma Master Black Belt
Atmosphere Fitness, LLC
Teacher Certification - Level One and Two, Lyra / Aerial Hoop
BridgePoint Group, LLC January 2012 - Present
Savvy Ladies 2011 - Present
Harvard Kennedy School of Government July 2010 - May 2011
Women's Leadership Fund February 2010 - July 2010
Fidelity Investments July 2006 - August 2009
JPMorgan Chase October 1999 - July 2006
Bankers Trust Company 1986 - 1999
Federal Reserve Bank of New York July 1980 - May 1986
Skills
CRM, Strategy, Organizational..., Leadership, Product Management, Program Management, Strategic Planning, Competitive Analysis, Securities, Management, Business Strategy, Change Management, Risk Management, Banking, Finance, Financial Services, Portfolio Management
Education
Harvard University, John F. Kennedy School of Government 2010 — 2011
MC-MPA, Public Administration
New York University - Leonard N. Stern School of Business 1982 — 1986
MBA, Finance
Mount Holyoke College 1976 — 1980
BA, Politics
John Hancock Financial Services October 2013 - Present
BridgePoint Group, LLC January 2012 - September 2013
Mercer (formerly Putnam Investments) June 2006 - December 2011
Mercer (formerly Putnam Investments) March 2001 - June 2006
Putnam Investments March 2000 - March 2001
Putnam Investments April 1994 - March 2000
State Street Bank December 1990 - April 1994
The Shareholder Services Group (formerly The Boston Company) August 1987 - December 1990
GTE Shareholder Services April 1983 - August 1987
Skills
Employee Benefits, Benefits Administration, Executive Pay, 401k, Defined Contribution, Relationship Management, Defined Benefit, ERISA, Leadership, Management, Outsourcing, Investments, Program Management, Retirement, Financial Services, Project Management, Performance Management, Cross-functional Team..., Human Resources, Pensions
Education
Stonehill College 1978 — 1982
Bachelor of Science, Business Administration, Human Resource Management
Weigl Photography January 2014 - Present
Weigl Experience Solutions, LLC 2013 - Present
Pakachoag Music School of Greater Worcester 2010 - Present
BridgePoint Group, LLC 2011 - 2015
Weigl Associates 2009 - 2010
Fidelity Investments 1995 - 2009
Motorola 1992 - 1995
Digital Equipment Corporation 1981 - 1992
IBM 1979 - 1980
Skills
Product Management, Strategy, Customer Experience, Segmentation, CRM, Cross-functional Team..., Experience Design, Financial Services, Process Improvement, Business Analysis, Program Management, Marketing, Business Process, Event Photography, Defined Contribution, Management, Six Sigma, Product Marketing, SDLC
Education
Cornell University - Johnson Graduate School of Management 1980 — 1981
MBA
Cornell University 1977 — 1979
BSc
McGill University 1975 — 1977
BridgePoint Group, LLC 2011 - Present
Academy of Science and Design September 2010 - August 2013
Fidelity Investments January 2008 - September 2010
Fidelity Investments March 2007 - January 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 2003 - 2005
Fidelity Investments 2001 - 2003
Barclays Global Investors 1994 - 2000
Skills
Program Management, Process Improvement, Six Sigma, Health & Welfare..., Benefits Administration, Defined Contribution, New Client..., Operations Management, Management Consulting, Project Management, Employee Benefits, Vendor Management, Change Management, Leadership, Organizational...
Education
Princeton University 1986 — 1990
BA, Philosophy
St. Mark's School
BridgePoint Group, LLC 2013 - Present
Fidelity Investments 2011 - 2012
Fidelity Investments 2007 - 2010
Fidelity Investments 2006 - 2007
Fidelity Investments 2005 - 2005
Mercer 2005 - 2005
Putnam Investments 2002 - 2005
Putnam Investments 1999 - 2001
Putnam Investments 1997 - 1999
Putnam Investments 1994 - 1997
Skills
Mutual Funds, Retirement, Investments, Series 63, 401k, Financial Services, CRM, Management, Series 7, Retirement Planning, Relationship Management
Education
University of San Diego
Bachelor of Arts, Communications & Business
Konan Medical USA January 2014 - Present
Blackbaud August 2013 - December 2013
BridgePoint Group, LLC March 2011 - February 2013
The Sports Club/LA January 2010 - January 2011
Costa Rica Rainforest Outward Bound School January 2009 - January 2010
Skills
Strategic Planning, Customer Service, Financial Services, Leadership Development, Marketing Strategy, Competitive Analysis, Customer Experience, Operations Management, Performance Management, Product Management, Corporations, Public Speaking, Spanish, Sales, Nonprofits
Education
University of Miami 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Management and Organization
Flagler Palm Coast High School
MetLife August 2014 - Present
BridgePoint Group, LLC April 2013 - August 2014
ING U.S. December 2009 - December 2012
ING U.S. January 2000 - December 2009
ING U.S. January 1997 - December 1999
Bankers Trust Company - Private Bank December 1993 - December 1996
CIGNA 1993 - December 1993
United Pacific Life Insurance Company 1988 - 1992
Skills
Mutual Funds, Wealth Management, Investments, Financial Services, Strategic Financial..., Insurance, Retirement Planning, Asset Management, Retirement, Securities, Investment Strategies, Investment Management, Relationship Management, Financial Analysis, Asset Managment, Risk Management, Financial Advisory, Strategy, Finance, Banking, Investment Advisory, Product Marketing, Product Development, Product Management, Global Client Management, Annuities, Defined Contribution, Life Insurance, ETFs, Fixed Annuities, Management Consulting, Business Strategy, Leadership, Asset Allocation, Management, Series 63, Financial Modeling, Financial Planning
Education
North Carolina State University
(B.A.), Accounting, High Honors
Prudential Financial March 2015 - Present
Prudential Financial May 2013 - March 2015
Prudential Financial January 2013 - May 2013
BridgePoint Group, LLC July 2010 - December 2012
BD Consulting Group October 2008 - December 2012
ING January 2007 - October 2008
ING February 2006 - January 2007
ING July 2004 - February 2006
ING March 1999 - July 2004
Skills
Operations Management, Strategic Planning, Business Process..., Call Center, Project Management, Process Improvement, Process Engineering, Process Management, Process Control, Customer Experience, Customer Analysis, Customer Service, Relationship Management, Call Centers, Team Building, Management, Visio, Financial Risk, SharePoint, Competitive Analysis, CRM, Strategy, Financial Services, Leadership, Change Management, Business Analysis
Education
University of Phoenix 2007 — 2010
Bachelor of Science in Business, Management
Western Connecticut State University 1994 — 1999
BridgePoint Group, LLC June 2015 - Present
AIG Financial Network February 2014 - February 2015
John Hancock Financial Network 2008 - 2013
GunnAllen Financial, Inc. 2005 - 2008
Sterne Agee 1995 - 2005
Secor Bank FSB/Regions Bank 1990 - 1995
Deloitte, Haskins & Sells 1983 - 1986
Skills
Mergers, Equities, Corporate Finance, Investments, Financial Analysis, Portfolio Management, Managerial Finance, Strategic Financial..., Investment Banking, Due Diligence, Capital Markets, Securities, Risk Management, Financial Modeling, Financial Reporting, Asset Managment, Financial Services, Executive Management, Accounting, Valuation, Brokerage, FINOP, Asset Management, Sarbanes-Oxley Act, Mutual Funds, Leadership, Strategic Planning, Mergers & Acquisitions, Private Equity, Series 7, Venture Capital, Insurance, Relationship Management, Wealth Management, Management, Financial Risk, Fixed Income, Banking, Analysis, Process Improvement, Cash Management, Hedge Funds, Financial Advisory, Alternative Investments, Investment Advisory, Derivatives, Treasury Management, Investment Management, Investor Relations, Financial Markets
Education
University of Alabama at Birmingham 1986 — 1990
Accounting, Business
Westland Row CBS 1978 — 1983
BridgePoint Group, LLC May 2010 - Present
Newman Creative and Consulting 2008 - September 2011
Tribridge Consulting 2006 - 2008
Imerica Life and Health Insurance Company 2003 - 2006
Sights Creative and Consulting 2003 - 2004
Cyberscapes Interactive, Inc January 2001 - January 2003
Hydrogen Media 1997 - 2001
Skills
CRM, Email Marketing, SEO, Marketing Strategy, Product Management, Strategy, E-commerce, Lead Generation, Competitive Analysis, Management, Cross-functional Team..., Start-ups
Education
International Academy of Design
BA
University of Missouri-Columbia
ProcessUnity, Inc. May 2014 - Present
Bullock's Nursing Service April 2011 - Present
National Aging in Place Council - Boston Chapter March 2012 - April 2014
BridgePoint Group, LLC October 2011 - April 2014
New York Life Investment Management LLC August 2009 - April 2011
Fidelity Investments November 2006 - August 2009
Fidelity Investments November 2004 - November 2006
Fidelity Investments November 2002 - November 2004
Fidelity Investments January 2000 - November 2002
Fidelity Investments January 1999 - December 1999
Skills
Retirement, Strategy, CRM, Financial Services, Product Management, Relationship Management, Strategic Planning, 401k, Long-term Care, Program Management, Customer Service, Leadership, Elder Care, Series 7, Home Care, Microsoft Excel, Series 63, PowerPoint, Defined Contribution, Customer Relations, Process Engineering, 401k Rollovers, 403 b, Non-Qualified Deferred..., QuickBooks, Data Warehousing
Education
Babson College 1996 — 2000
MBA, eCommerce, MIS
Drew University 1988 — 1992
BA, Political Science, Russian Studies
Tabor Academy 1984 — 1988
Visionary Projects Group (VPG) May 2009 - Present
Converse December 2014 - Present
Harvard Business School June 2014 - November 2014
BridgePoint Group, LLC December 2013 - June 2014
Blue Cross Blue Shield of Massachusetts October 2013 - December 2013
Alere, Inc. April 2013 - September 2013
Covidien March 2012 - May 2013
RBS Citizens Group April 2011 - March 2012
Isban Consulting - Banco Santander August 2010 - March 2011
RBS Citizens Group August 2009 - August 2010
Skills
Project Portfolio..., Organizational Change, Business Process..., Program Management, Change Management, Organizational..., Process Engineering, SDLC, Project Delivery, Business Readiness, Engagement Management, Stakeholder Engagement, Senior Stakeholder..., Business Intelligence, Business Process, Business Analysis, Management, PMO, ITIL, Project Management, Leadership, Business Transformation, Project Planning, Management Consulting, Software Project..., Process Improvement, Vendor Management, Cross-functional Team..., Six Sigma, Requirements Analysis, PMP, Agile Methodologies, Business Process..., IT Strategy, Stakeholder Management, Resource Management, Business Requirements, Integration, Outsourcing, Business Process Design, Consulting, Governance, Risk Management, Performance Improvement, Business Process Mapping, Enterprise Software, Strategy, Scrum, Requirements Gathering
Education
Project Management Institute (PMI) 2005 — 2005
Certification, Project Management Professional (PMP)
Villanova University 2005 — 2005
Six Sigma Black Belt, Six Sigma, Quality
Rensselaer Polytechnic Institute 1996 — 1997
PhD (did not complete), Organizational Communications
Southern Illinois University, Carbondale 1994 — 1996
MA, Rhetoric & Communications
University of Massachusetts Lowell 1986 — 1992
BA, English - Writing & Literature
BridgePoint Group, LLC April 2013 - Present
J.P. Morgan February 2012 - April 2013
J.P. Morgan August 2010 - October 2012
J.P. Morgan October 2002 - August 2010
J.P. Morgan March 2000 - October 2002
UMB Bank March 1998 - March 2000
UMB Bank April 1994 - March 1998
Skills
Retirement, Process Engineering, Business Analysis, Customer Relations, Process Improvement, Strategic Planning, Customer Service, Change Management, Problem Solving, Microsoft Office, Business Process..., Business Optimization, Relationship Management, Management, Project Management, ERISA, Qualified Retirement..., Business Process..., Leadership, Mutual Funds, Cross-functional Team..., Financial Services, Operations Management, Risk Management, Retirement Planning
Education
University of Missouri-Kansas City
TIAA-CREF August 2013 - Present
BridgePoint Group, LLC January 2012 - July 2013
Mercer July 2008 - December 2011
Acosta Sales and Marketing January 2007 - July 2008
Convergys 2003 - 2006
CitiStreet 1996 - 2003
Skills
Benefits, Benefits Administration, HRIS, Employee Benefits, Change Management, Customer Relations, Process Improvement, Compliance, Negotiation, Problem Solving, Customer Service, Analysis, HR Strategy, Leadership Development, Mentoring, Microsoft Office, Program Management, Healthcare, Vendor Relations, Public Speaking, Insurance, ERISA, Business Strategy, Administration, Vendor Management, Budgeting, Health, Team Leadership, HR Policies, 401k, Data Analysis, Retirement, Product Management, Performance Management, Personnel Management, Budgets, Business Planning, Employee Relations, Deferred Compensation, Executive Pay, Leadership, Software Documentation, Operations Management, Consulting
Education
Florida State University 1991 — 1995
Bachelor of Arts, International Affairs
Cutter Associates November 2012 - April 2013
BridgePoint Group, LLC January 2012 - August 2012
Fidelity Investments December 2008 - June 2010
Fidelity Investments February 2006 - November 2008
Fidelity Investments January 2004 - January 2006
Fidelity Investments November 1997 - January 2004
STATE STREET BANK & TRUST 1987 - 1997
Skills
Customer Relations, Securities, Mutual Funds, Asset Management, Back Office, Client Service, Program Management, Operations Management, Strategic Planning, Settlement, Due Diligence, Process Improvement, Business Strategy, Financial Services, Financial Markets, Global Custody, Customer Service
Education
Boston College 1976 — 1980
BA, Economics, Psychology
Boston University Questrom School of Business
MBA, International Finance
Liberty Mutual Insurance May 2014 - Present
BridgePoint Group, LLC January 2013 - May 2014
Aon Hewitt July 2011 - December 2012
Fidelity Investments January 2007 - April 2011
Fidelity Investments March 2004 - January 2007
Axcelis Technologies September 1999 - January 2004
Axcelis Technologies September 1999 - November 2000
GE June 1985 - August 1999
Skills
Process Improvement, Onboarding, Financial Services, Cross-functional Team..., Operations Management, Six Sigma, Customer Satisfaction, Strategy, Program Management, Lean Manufacturing, Outsourcing, Management, Leadership, Business Process, Operational Excellence, Risk Management, Continuous Improvement, Forecasting
Education
GE MANAGEMENT DEVELOPMENT INSTITUTE 1985 — 2000
General Electric Financial Mgmt Program 1985 — 1987
FMP, Finance
The University of Connecticut 1981 — 1985
BS, Finance
TIAA-CREF May 2012 - September 2015
BridgePoint Group, LLC October 2011 - May 2012
Fidelity Investments June 1994 - July 2007
Skills
401k, ERISA, Retirement, Financial Services, Leadership, Defined Benefit, Mutual Funds, Product Management, Strategy, Business Development, Business Integration, Business Process..., Staff Development, Management, Selling, Budgets
Education
Suffolk University 1974 — 1977
BS, English, minor in Computer Science
BridgePoint Group, LLC September 2013 - Present
BD Consulting Group October 2012 - July 2013
BridgePoint Group, LLC September 2011 - July 2012
ING February 2009 - February 2010
ING 2008 - 2010
ING 2008 - 2010
ING August 2008 - February 2009
ING April 2006 - August 2008
ING December 2003 - April 2006
ING November 2000 - December 2003
Skills
Business Analysis, Project Management, Banking, Process Improvement, Customer Service, Consensus Building, Management, Team Leadership, Spanish, Relationship Management, Series 6, Series 63, Microsoft Office, Visio, MS Project, Team Management, Financial Services
Education
James Madison University 1996 — 2000
Bachelor of Arts (B.A.), International Relations and Affairs & Political Science
Manchester High School 1993 — 1996
BridgePoint Group, LLC August 2014 - Present
Prudential Financial April 2008 - May 2014
Prudential Financial January 2009 - June 2010
Prudential Financial March 2006 - April 2008
Fidelity Investments January 2005 - March 2006
Fidelity Investments November 2003 - January 2005
Fidelity Investments May 2002 - November 2003
Fidelity Investments October 2000 - January 2002
Healthcare Administrative Partners August 1998 - October 2000
Skills
Process Improvement, Management, Financial Services, Employee Benefits, Relationship Management, Pensions, Business Analysis, Project Management, Retirement, Retirement Planning, Defined Benefit, Operations Management, Leadership, Six Sigma, 401k, Vendor Management, Risk Management, Call Centers, Change Management, Data Analysis, Business Requirements, Business Strategy, Organizational..., Capacity Planning, Management Consulting, Matrix Management, Forecasting, Continuous Improvement, Operational Excellence, CRM, Program Management, Analysis, Strategy, Tableau, KPI Dashboards, 403b, 457, Business Process..., Performance Management, SDLC, Business Planning, Financial Analysis, Cross-functional Team..., Customer Service
Education
Framingham State College 1996 — 2000
BA, Business
Nichols College 1995 — 1996
BA, Business
BridgePoint Group, LLC September 2013 - Present
Fidelity Investments October 2010 - August 2013
Fidelity Investments 2007 - 2010
Fidelity Investments 2005 - 2007
Fidelity Investments 1998 - 2005
PaineWebber July 1997 - July 1998
Prudential Securities February 1992 - July 1997
Skills
Leadership, Financial Services, Management, Finance, Mutual Funds, Securities, Risk Management, Analysis, Strategic Financial..., Financial Analysis, Equities, Financial Modeling, Budgets, Accounting, Business Analysis, Process Improvement, Project Management, Financial Planning
Education
Pace University 1990 — 1994
MBA, Accounting
New York University - Leonard N. Stern School of Business 1985 — 1988
BS, Marketing & Economics
Hallet Enterprise LLC March 2015 - Present
BridgePoint Group, LLC March 2015 - Present
Cigna July 2013 - March 2015
The Linde Group October 2012 - July 2013
The Hartford November 2010 - October 2012
ING June 2005 - November 2010
ING June 2005 - July 2007
Bank of America 2003 - 2005
The Stanley Works 2001 - 2003
GE 1994 - 2001
Skills
Six Sigma, Operational Excellence, Process Improvement, Business Process..., Change Management, Black Belt, Lean Manufacturing, Team Building, Re-engineering, Strategy, Vendor Management, Leadership, Project Portfolio..., Process Engineering, Quality Management, Business Transformation, Cross-functional Team..., PMO, Risk Management, Business Process, Outsourcing, Program Management
Education
American International College 1989 — 1993
BridgePoint Group, LLC February 2013 - Present
Avid Technology June 2011 - December 2012
TIAA-CREF July 2008 - May 2011
TIAA-CREF July 2008 - April 2011
Fidelity Investments 1989 - 2007
Skills
Multi-channel Marketing, Marketing Communications, Digital Marketing, Segmentation, Market Analysis, Marketing Management, Email Marketing, Marketing Strategy, Integrated Marketing, Business Strategy, Product Marketing, Analytics, Competitive Analysis, Product Management, Strategic Partnerships, Strategy, CRM, Marketing, Leadership
Education
Cornell University 1984 — 1988
Bachelor of Science
BridgePoint Group, LLC April 2012 - January 2014
Woodburn LLC October 2005 - 2011
Invesco Ltd. May 2000 - September 2005
Invesco Ltd. September 1998 - May 2000
Skills
Customer Relations, Software Project..., SDLC, Process Improvement, Process Development, Problem Solving, Business Analysis, New Business Development, Sales Management, Software Documentation, Project Management, Program Management, Operations Management, Business Requirements, Customer Service, Strategic Planning, Leadership, Management, Team Leadership
Education
High Point University
BS, Business Administration
TIAA-CREF May 2014 - Present
BridgePoint Group, LLC October 2013 - May 2014
Fidelity Investments March 2008 - April 2010
Fidelity Investments January 2001 - March 2008
Fidelity Investments 1998 - 2001
Fidelity Investments 1995 - 1998
Skills
Marketing Strategy, Business Planning, Analysis, Project Management, Sales Process, Investments, Call Centers, Business Analysis, Strategy, Strategic Planning, Competitive Analysis, Product Management, Management, Business Strategy, 401k
Education
University of New Hampshire 1990 — 1994
BA, Political Science, International Affairs
BridgePoint Group, LLC January 2014 - Present
Baked Nostalgia Boutique Bakeries LLC January 2011 - Present
Skills
Organizational Change, Consultative Selling, Business Relationship..., Budget Management, Sales Force..., Employee Engagement, Executive Management, Business Strategy, Contract Negotiation, Regional Development, Product Marketing, Event Management, Retail Brokerage, Needs Analysis, Product Development, Client Services, Project Portfolio..., Institutional Clients, B2B services, Change Management, Financial Services, Budgets, New Business Development, Series 7, Leadership, Series 63, Product Management, Business Development, Institutional..., Sales Effectiveness, Selling, Strategy, Securities, B2B, Brokers, Risk Management, Trading, Training, Program Management, Mergers & Acquisitions, CRM, Management, Management Consulting, Strategic Planning, Relationship Management, Team Leadership, Sales
Education
University of Massachusetts, Amherst
Bachelor of Arts, Political Science
Le Cordon Bleu College of Culinary Arts-Boston
Baking and Pastry Arts/Baker/Pastry Chef
BridgePoint Group, LLC May 2011 - Present
ING July 2008 - April 2011
CitiStreet October 2001 - June 2008
Putnam Investments 1994 - 2001
Skills
Customer Service, Retirement, Mutual Funds, Banking, Financial Services, Pensions, Operations Management, Investments, Retirement Planning, 401k, Call Centers, Process Improvement, Microsoft Excel, Relationship Management, Business Analysis, Program Management, Securities, Project Management, Management, Series 63, Finance, Business Process..., Consulting
Education
Johnson & Wales University 1993 — 1995
Culinary Arts
Emmanuel College
Business Administration
Bank of America Merrill Lynch December 2013 - Present
BridgePoint Group, LLC January 2013 - December 2013
Ascensus July 2010 - May 2012
ING April 2006 - April 2009
CitiStreet Retirement Services January 2004 - April 2006
CitiStreet Retirement Services May 2000 - January 2004
Commerce Bank August 1997 - May 2000
Skills
Mutual Funds, Retirement, Relationship Management, CRM, Financial Services, Leadership, Management, 401k, Six Sigma, Investments, Business Process..., Consulting, Interviews, Defined Contribution, Asset Allocation
Education
Kean University
B.A, Psychology
Voya Financial July 2015 - Present
BridgePoint Group, LLC February 2012 - Present
Fidelity Investments 2004 - 2006
Fidelity Investments 1999 - 2004
Fidelity Investments 1998 - 1999
Fidelity Investments 1995 - 1998
Fidelity Investments 1993 - 1995
Fidelity Investments 1987 - 1993
Skills
Financial Services, Leadership, Marketing, Management
Education
Northeastern University
Masters of Business Adminstration
Bentley College
Bachelor of Science, Marketing Management
Great-West Financial October 2014 - Present
JP Morgan October 2013 - October 2014
BridgePoint Group, LLC December 2011 - February 2012
Fidelity Investments March 1994 - March 2011
Skills
Employee Benefits, Mutual Funds, Compliance, Healthcare Management, Strategic Planning &..., Team Leadership, Cross-functional Team..., Strategic Planning, Budgets, Risk Management, Team Building, Contract Negotiation, Outsourcing, Analysis, Healthcare, Financial Services, Investments, Finance
Education
Bentley University 2013 — 2013
Master of Science in Financial Planning
Regis College Graduate School of Health Professions, Weston, MA 2012 — 2012
Graduate Certificate in Health Administration, Health/Health Care Administration/Management, GPA 4.0/4.0
Seton Hall University - W. Paul Stillman School of Business 1992 — 1994
MBA, Summa Cum Laude, Concentrations in Finance and International Business
Seton Hall University, B.S.
BS, Summa Cum Laude, Business Education and Accounting