Fidelity Company
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Customer service: 0800 414161 CEO: Abigail Johnson (13 Oct 2014–) Assets under management: 2.1 trillion USD (2017) Headquarters: Boston, Massachusetts, United States Revenue: 18.2 billion USD (2017) Parent organization: FMR LLC
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531 Fidelity employees in database. Find out everything there's to know about Fidelity employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Employees
Employee
Years
Job
Industry
Amanda Conn Amanda Conn's Fidelity Experience August 2013 - December 2013
Job Unemployed
Industry Warehousing
Experience
Rocketown March 2013 - April 2014
Fidelity August 2013 - December 2013
Quanta Computers July 2012 - July 2013
Skills
Java, JavaScript, MySQL, User Experience, Linux, CSS, Music Industry, HTML, Windows 7, Windows XP Pro, Windows 2000, Electronics, Data Entry
Education
Shasta College 2011 — 2012
Business, Music, Computers
Academy of Personalized Learning 2008 — 2011
Rocketown March 2013 - April 2014
Fidelity August 2013 - December 2013
Quanta Computers July 2012 - July 2013
Skills
Java, JavaScript, MySQL, User Experience, Linux, CSS, Music Industry, HTML, Windows 7, Windows XP Pro, Windows 2000, Electronics, Data Entry
Education
Shasta College 2011 — 2012
Business, Music, Computers
Academy of Personalized Learning 2008 — 2011
Peter Karle, CFA Peter Karle, CFA's Fidelity Experience 2013 - 2014
Job Senior Vice President, National Sales Manager
Industry Financial Services
Experience
Fidelity Stock Plan Services LLC 2001 - Present
Fidelity 2013 - 2014
Fidelity 2013 - 2014
Fidelity Investments 1998 - 2000
Fidelity Investments 1996 - 1998
USAF 1987 - 1995
Skills
Business Development, Competitive Analysis, Management, Leadership, Program Management, Equities, Outsourcing, Capital Markets, Marketing, Negotiation, Bloomberg, Selling, Series 7, Sales, Series 63, 401k, Mergers, Sales Process, Start-ups, Executive Pay, Deferred Compensation
Education
United States Air Force Academy
BS, Management / German
University of Dayton
MBA, Business
Fidelity Stock Plan Services LLC 2001 - Present
Fidelity 2013 - 2014
Fidelity 2013 - 2014
Fidelity Investments 1998 - 2000
Fidelity Investments 1996 - 1998
USAF 1987 - 1995
Skills
Business Development, Competitive Analysis, Management, Leadership, Program Management, Equities, Outsourcing, Capital Markets, Marketing, Negotiation, Bloomberg, Selling, Series 7, Sales, Series 63, 401k, Mergers, Sales Process, Start-ups, Executive Pay, Deferred Compensation
Education
United States Air Force Academy
BS, Management / German
University of Dayton
MBA, Business
Larry Sott Larry Sott's Fidelity Experience September 2002 - April 2004
Job Director of Music Ministries and Facilities at St. Francis of Assisi Parish and School, Litchfield, NH
Industry Religious Institutions
Experience
St. Francis of Assisi Parish, Litchfield, NH 2008 - Present
Larry's Wood Shop August 2005 - December 2009
Fidelity September 2002 - April 2004
DataSkills (A Division of Keane Inc) 2002 - 2002
Keane, Inc. 1995 - 2001
Madico, Inc. 1995 - 1995
Bedford Data Systems 1994 - 1994
Polo Clothing Company, Inc. 1984 - 1994
Various Information Technology Positions 1979 - 1984
Skills
Church Music, IT Project & Program..., Sales, Facilities Management, Choral Conducting, Microsoft Excel, Access, Database design and..., Singing, Piano Playing, Operating Budgets, Capital Budgeting, Performance Metrics, Public Speaking, Presentations, Project Management
Education
Control Data Institute 1978 — 1978
Computer Programming/Operations
University of Massachusetts, Amherst 1976 — 1977
Music Teacher Education
Northern Essex Community College
Business Administration and Management, General
St. Francis of Assisi Parish, Litchfield, NH 2008 - Present
Larry's Wood Shop August 2005 - December 2009
Fidelity September 2002 - April 2004
DataSkills (A Division of Keane Inc) 2002 - 2002
Keane, Inc. 1995 - 2001
Madico, Inc. 1995 - 1995
Bedford Data Systems 1994 - 1994
Polo Clothing Company, Inc. 1984 - 1994
Various Information Technology Positions 1979 - 1984
Skills
Church Music, IT Project & Program..., Sales, Facilities Management, Choral Conducting, Microsoft Excel, Access, Database design and..., Singing, Piano Playing, Operating Budgets, Capital Budgeting, Performance Metrics, Public Speaking, Presentations, Project Management
Education
Control Data Institute 1978 — 1978
Computer Programming/Operations
University of Massachusetts, Amherst 1976 — 1977
Music Teacher Education
Northern Essex Community College
Business Administration and Management, General
Dave MacInnis Dave MacInnis's Fidelity Experience 2000 - 2011
Job Field Support Engineer at Oracle
Industry Computer Hardware
Experience
Oracle December 1999 - Present
Fidelity 2000 - 2011
Sun Microsystems December 1999 - February 2010
Skills
Microsoft Office, Solaris Administration, PowerPoint, Writing, Problem Solving, Budgeting, Solaris
Education
Shawsheen Valley Regional Vocational Technical School 1976 — 1980
high school, Electrical and Electronics Engineering
University of Massachusetts at Lowell
UNIX certificiate, Electrical and Electronics Engineering
Oracle December 1999 - Present
Fidelity 2000 - 2011
Sun Microsystems December 1999 - February 2010
Skills
Microsoft Office, Solaris Administration, PowerPoint, Writing, Problem Solving, Budgeting, Solaris
Education
Shawsheen Valley Regional Vocational Technical School 1976 — 1980
high school, Electrical and Electronics Engineering
University of Massachusetts at Lowell
UNIX certificiate, Electrical and Electronics Engineering
Elizabeth 'Lizz' Proctor Elizabeth 'Lizz' Proctor's Fidelity Experience February 2005 - September 2009
Job The Resume Doctor Creator of "Effective Resume Secrets(c)"
Industry Professional Training & Coaching
Experience
Elizabeth Proctor July 2013 - Present
Office of Legislative Counsel State of California November 2010 - Present
Syncis March 2014 - November 2014
Fidelity February 2005 - September 2009
Global One Lending December 2003 - August 2004
Sears, Roebuck and Co. February 2003 - January 2004
HCL Hewlett Packard August 2000 - February 2003
Ethnic Expressions 2002 - 2003
Sutter Health June 1999 - August 2000
Tascor (Hewlett-Packard site) July 1997 - June 1999
Skills
Retirement Plan..., Finance, Money Management, Life Insurance, Mortgage Processing, Independent Consulting, Human Resources, Coaching, Recruiting, Employee Relations, Customer Service, Technical Writing, Microsoft Office 2010, Office Management, Resume Writing, Technical Recruiting, Curriculum Design, Information Technology..., Business Process..., Screening Resumes, Microsoft Word, E-Learning, Management Consulting, Information Technology..., Project Coordination, Corporate Training, Technical Documentation, Curriculum Development, Business Communications, Contract Management, Software Quality..., Software Support, Executive Staffing, Benefits Administration, Corporate Benefits, Compensation & Benefits..., Delivering Technical..., Software Consulting, Process Consulting, Office Administration, Customer Support, Microsoft Excel, Microsoft PowerPoint, Windows 7, Internet, Business Process, Telecommuting, Work Well Independently, Presentation Development, Personal Finance
Education
International Academy of Design & Technology 2010 — 2011
Fashion Design & Merchandising
C.K. McClatchy High School 1976 — 1977
High School
Sacramento City College
Elizabeth Proctor July 2013 - Present
Office of Legislative Counsel State of California November 2010 - Present
Syncis March 2014 - November 2014
Fidelity February 2005 - September 2009
Global One Lending December 2003 - August 2004
Sears, Roebuck and Co. February 2003 - January 2004
HCL Hewlett Packard August 2000 - February 2003
Ethnic Expressions 2002 - 2003
Sutter Health June 1999 - August 2000
Tascor (Hewlett-Packard site) July 1997 - June 1999
Skills
Retirement Plan..., Finance, Money Management, Life Insurance, Mortgage Processing, Independent Consulting, Human Resources, Coaching, Recruiting, Employee Relations, Customer Service, Technical Writing, Microsoft Office 2010, Office Management, Resume Writing, Technical Recruiting, Curriculum Design, Information Technology..., Business Process..., Screening Resumes, Microsoft Word, E-Learning, Management Consulting, Information Technology..., Project Coordination, Corporate Training, Technical Documentation, Curriculum Development, Business Communications, Contract Management, Software Quality..., Software Support, Executive Staffing, Benefits Administration, Corporate Benefits, Compensation & Benefits..., Delivering Technical..., Software Consulting, Process Consulting, Office Administration, Customer Support, Microsoft Excel, Microsoft PowerPoint, Windows 7, Internet, Business Process, Telecommuting, Work Well Independently, Presentation Development, Personal Finance
Education
International Academy of Design & Technology 2010 — 2011
Fashion Design & Merchandising
C.K. McClatchy High School 1976 — 1977
High School
Sacramento City College
Andrew Reiffenberger Andrew Reiffenberger's Fidelity Experience 2012 - 2013
Job Andrew Reiffenberger is a Strategic Recruiting & Sales Manager
Industry Executive Office
Experience
Recruiting 2012 - Present
FFUSA 2013 - 2013
Fidelity 2012 - 2013
Independent Financial 2001 - 2012
Skills
Account Development, Business Development, Client Satisfaction, Consultative Sales, Growth Management, Leadership Mentoring, Process Design &..., Staff Engagement, Prospecting & Lead..., Sales Lead Qualification, Sales Closing, Performance Improvement, Strategic Partnerships, Market Growth, Staff training,..., Key Account Management, Executive Advisory &..., Contingency Planning, Brand Awareness, Best Practice..., Customer Retention, Group Training, Customer Relationship..., Branch Management, Business Ethics, Personal Finance, Banking, Customer Satisfaction, Sales, Marketing, Leadership, Employee Engagement, Selling, Coaching, Team Building, Finance, Time Management, Credit, Loans, CRM, Sales Operations, Successful Business..., Communication, Community Development, Customer Service, Call Center, Recruiting, Training, Strategy, Management
Education
The University of North Dakota 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Recruiting 2012 - Present
FFUSA 2013 - 2013
Fidelity 2012 - 2013
Independent Financial 2001 - 2012
Skills
Account Development, Business Development, Client Satisfaction, Consultative Sales, Growth Management, Leadership Mentoring, Process Design &..., Staff Engagement, Prospecting & Lead..., Sales Lead Qualification, Sales Closing, Performance Improvement, Strategic Partnerships, Market Growth, Staff training,..., Key Account Management, Executive Advisory &..., Contingency Planning, Brand Awareness, Best Practice..., Customer Retention, Group Training, Customer Relationship..., Branch Management, Business Ethics, Personal Finance, Banking, Customer Satisfaction, Sales, Marketing, Leadership, Employee Engagement, Selling, Coaching, Team Building, Finance, Time Management, Credit, Loans, CRM, Sales Operations, Successful Business..., Communication, Community Development, Customer Service, Call Center, Recruiting, Training, Strategy, Management
Education
The University of North Dakota 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Amanda Lofland (Kerns) Amanda Lofland (Kerns)'s Fidelity Experience Charitable Gift FundFidelity InvestmentsJuly 2008 - October 2010
Job Branch Service Manager
Industry Financial Services
Experience
Fidelity Charitable Gift FundFidelity InvestmentsJuly 2008 - October 2010
Fidelity Investments 2007 - 2008
Education
Providence College
Bachelors, Business Management
Fidelity Charitable Gift FundFidelity InvestmentsJuly 2008 - October 2010
Fidelity Investments 2007 - 2008
Education
Providence College
Bachelors, Business Management
Jared A. Denson Jared A. Denson's Fidelity Experience April 2011 - September 2013
Job Management Consultant
Industry Management Consulting
Experience
Intellectual Concepts, LLC September 2013 - Present
Fidelity April 2011 - September 2013
Senator Judson Hill April 2010 - December 2010
State of Alabama Attorney General May 2008 - August 2008
AIPAC May 2007 - August 2008
J.P. Morgan 2007 - 2007
Skills
Management Consulting, Business Development, Market Research, Strategic Communications, Mergers & Acquisitions, Corporate Finance, Banking, Risk Management, Capital Markets, Business Process..., Competitive Analysis, Market Entry, Portfolio Management, Strategic Planning, Financial Services, Business Transformation, Operational Excellence, PMP, Data Analysis
Education
University of Alabama 2006 — 2010
Bachelors of Arts
Universidad de Salamanca 2009 — 2009
DELE B2 Diploma
Intellectual Concepts, LLC September 2013 - Present
Fidelity April 2011 - September 2013
Senator Judson Hill April 2010 - December 2010
State of Alabama Attorney General May 2008 - August 2008
AIPAC May 2007 - August 2008
J.P. Morgan 2007 - 2007
Skills
Management Consulting, Business Development, Market Research, Strategic Communications, Mergers & Acquisitions, Corporate Finance, Banking, Risk Management, Capital Markets, Business Process..., Competitive Analysis, Market Entry, Portfolio Management, Strategic Planning, Financial Services, Business Transformation, Operational Excellence, PMP, Data Analysis
Education
University of Alabama 2006 — 2010
Bachelors of Arts
Universidad de Salamanca 2009 — 2009
DELE B2 Diploma
Chuck Harbison's Fidelity Experience May 1995 - August 1997
Job Sr. Director, Acquisition & Development at Tenet Healthcare
Industry Hospital & Health Care
Experience
Tenet Healthcare August 2014 - Present
Tenet Healthcare 2006 - Present
Tenet Healthcare 2001 - 2006
Tenet Healthcare 1999 - 2001
University of Texas Southwestern January 1999 - August 1999
The Associates First Capital Corp. August 1997 - December 1998
Fidelity May 1995 - August 1997
Real Estate Appraisal and Consulting 1992 - 1995
Skills
Mergers & Acquisitions, Mergers, Healthcare, Financial Analysis, Business Planning, Business Strategy, Strategy, Strategic Planning, Healthcare Consulting, Contract Negotiation, Business Development, Finance, Process Improvement, Real Estate Transactions, Real Estate, Valuation, Acquisitions, Financial Modeling, Forecasting, Due Diligence
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance
The University of Texas at Austin - Red McCombs School of Business
BBA, Finance
The University of Dallas
MBA, Corporate Finance
Tenet Healthcare August 2014 - Present
Tenet Healthcare 2006 - Present
Tenet Healthcare 2001 - 2006
Tenet Healthcare 1999 - 2001
University of Texas Southwestern January 1999 - August 1999
The Associates First Capital Corp. August 1997 - December 1998
Fidelity May 1995 - August 1997
Real Estate Appraisal and Consulting 1992 - 1995
Skills
Mergers & Acquisitions, Mergers, Healthcare, Financial Analysis, Business Planning, Business Strategy, Strategy, Strategic Planning, Healthcare Consulting, Contract Negotiation, Business Development, Finance, Process Improvement, Real Estate Transactions, Real Estate, Valuation, Acquisitions, Financial Modeling, Forecasting, Due Diligence
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance
The University of Texas at Austin - Red McCombs School of Business
BBA, Finance
The University of Dallas
MBA, Corporate Finance
Brad Trexler Brad Trexler's Fidelity Experience April 2007 - September 2007
Job Customer Service Professional, Scholar, Writer, Photographer
Industry Consumer Services
Experience
Pro-Aqua February 2013 - Present
Sutherland Global August 2011 - October 2012
GameStop October 2010 - October 2011
Day Care December 2007 - October 2010
Fidelity April 2007 - September 2007
U.S. ARMY May 2006 - December 2006
Bank of America October 2005 - May 2006
Skills
Service Delivery, Workforce Management, Outsourcing, Transition Management, Business Analysis, Vendor Management, Performance Management, Business Transformation, ITIL, Requirements Analysis, Business Process..., Team Management, Photography, Creative Writing, Marketing, Sales, Management, Creative Strategy, Creative Solutions, Analytic Thinking, Critical Thinking, Education, Leadership, Team Building, Team Leadership, Teamwork, Organization, Dedication to..., Dedication to work, Typing, Computers, Microsoft Office, Video Games, Ownership, Sports, Travel, Journalism, People Skills, People-oriented, Inspiration, Humor, Devotion, Animals, Childcare, Children, Quick Thinker, Learning Quickly, Books, Fun, Committed to...
Education
SUNY Empire State College 2012 — 2015
Bachelor’s Degree, Creative Writing and Photography
Herkimer County Community College 2009 — 2012
Associate of Science (A.S.), Liberal Arts (Literature)
Stockbridge Valley Central School 2001 — 2003
High School Regency Diploma, Photography and Technology
Pro-Aqua February 2013 - Present
Sutherland Global August 2011 - October 2012
GameStop October 2010 - October 2011
Day Care December 2007 - October 2010
Fidelity April 2007 - September 2007
U.S. ARMY May 2006 - December 2006
Bank of America October 2005 - May 2006
Skills
Service Delivery, Workforce Management, Outsourcing, Transition Management, Business Analysis, Vendor Management, Performance Management, Business Transformation, ITIL, Requirements Analysis, Business Process..., Team Management, Photography, Creative Writing, Marketing, Sales, Management, Creative Strategy, Creative Solutions, Analytic Thinking, Critical Thinking, Education, Leadership, Team Building, Team Leadership, Teamwork, Organization, Dedication to..., Dedication to work, Typing, Computers, Microsoft Office, Video Games, Ownership, Sports, Travel, Journalism, People Skills, People-oriented, Inspiration, Humor, Devotion, Animals, Childcare, Children, Quick Thinker, Learning Quickly, Books, Fun, Committed to...
Education
SUNY Empire State College 2012 — 2015
Bachelor’s Degree, Creative Writing and Photography
Herkimer County Community College 2009 — 2012
Associate of Science (A.S.), Liberal Arts (Literature)
Stockbridge Valley Central School 2001 — 2003
High School Regency Diploma, Photography and Technology
Brendan Buono Brendan Buono's Fidelity Experience May 2012 - August 2012
Job Senior Software Engineer
Industry Computer Software
Experience
DraftKings, Inc. July 2015 - Present
Dassault Systèmes January 2014 - July 2015
General Dynamics C4 Systems January 2013 - December 2013
Perkins School for the Blind (Senior Capstone Project) January 2013 - May 2013
Fidelity May 2012 - August 2012
VelQuest Corporation May 2011 - August 2011
VelQuest Corporation May 2010 - August 2010
Skills
C#, Java, XML, .NET, Visual Studio, JavaScript, HTML, CSS, Windows, C++, Eclipse, Web Development, Web Design, Software Development, Programming, Object Oriented Design, VB.NET, Visual Basic 6, WebStorm, IntelliJ IDEA, Visual Basic, Microsoft Office, Microsoft Excel, SQL, Databases, Testing
Education
Stonehill College 2009 — 2013
Bachelor of Science, Computer Science
DraftKings, Inc. July 2015 - Present
Dassault Systèmes January 2014 - July 2015
General Dynamics C4 Systems January 2013 - December 2013
Perkins School for the Blind (Senior Capstone Project) January 2013 - May 2013
Fidelity May 2012 - August 2012
VelQuest Corporation May 2011 - August 2011
VelQuest Corporation May 2010 - August 2010
Skills
C#, Java, XML, .NET, Visual Studio, JavaScript, HTML, CSS, Windows, C++, Eclipse, Web Development, Web Design, Software Development, Programming, Object Oriented Design, VB.NET, Visual Basic 6, WebStorm, IntelliJ IDEA, Visual Basic, Microsoft Office, Microsoft Excel, SQL, Databases, Testing
Education
Stonehill College 2009 — 2013
Bachelor of Science, Computer Science
Victor Soucy Victor Soucy's Fidelity Experience December 2007 - August 2011
Job Investment Associate at Granite Investment Advisors
Industry Investment Management
Experience
Granite Investment Advisors August 2011 - Present
Fidelity December 2007 - August 2011
Education
Rivier College 2003 — 2007
BS, Business
Granite Investment Advisors August 2011 - Present
Fidelity December 2007 - August 2011
Education
Rivier College 2003 — 2007
BS, Business
Andrea O'Keefe Andrea O'Keefe's Fidelity Experience September 2005 - August 2008
Job Legal Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments August 2008 - April 2011
Fidelity September 2005 - August 2008
HD Vest 2003 - 2005
Fidelity 1999 - 2003
Fidelity 1997 - 1999
Fidelity Investments 1989 - 1997
Skills
Series 24, S7, SEC compliance, FINRA, Compliance, Securities, Mutual Funds
Education
Suffolk University Law School 1995 — 1999
JD
Suffolk University - Sawyer School of Management 1990 — 1992
MBA
University of Massachusetts, Amherst 1985 — 1989
BBA, Finance & Economics
Framingham South High School 1981 — 1985
Fidelity Investments August 2011 - Present
Fidelity Investments August 2008 - April 2011
Fidelity September 2005 - August 2008
HD Vest 2003 - 2005
Fidelity 1999 - 2003
Fidelity 1997 - 1999
Fidelity Investments 1989 - 1997
Skills
Series 24, S7, SEC compliance, FINRA, Compliance, Securities, Mutual Funds
Education
Suffolk University Law School 1995 — 1999
JD
Suffolk University - Sawyer School of Management 1990 — 1992
MBA
University of Massachusetts, Amherst 1985 — 1989
BBA, Finance & Economics
Framingham South High School 1981 — 1985
Tanya Mysko Tanya Mysko's Fidelity Experience October 2015 - Present
Job Design Professional
Industry Graphic Design
Experience
Fidelity October 2015 - Present
Analysis Group January 2009 - Present
Analysis Group March 2004 - December 2008
SEA Consultants October 2001 - March 2004
ZEFER 1999 - 2001
Corey McPherson Nash January 1999 - February 1999
PSMJ Resources, Inc. June 1998 - August 1998
Skills
Creative Direction, Creative Strategy, Web Design, Art Direction, Corporate Identity, Concept Development, Graphic Design, InDesign, Illustrator, Brochures, Photoshop, Dreamweaver, Adobe Creative Suite, Layout, Email Marketing, Typography, Branding & Identity, Email Design, Experience Design, Project Management, User Experience Design, CMS
Education
Rhode Island School of Design 1995 — 1999
BFA, Graphic Design
Philadelphia High School for Girls 1991 — 1995
HS Diploma, Academics/Fine Arts
Fidelity October 2015 - Present
Analysis Group January 2009 - Present
Analysis Group March 2004 - December 2008
SEA Consultants October 2001 - March 2004
ZEFER 1999 - 2001
Corey McPherson Nash January 1999 - February 1999
PSMJ Resources, Inc. June 1998 - August 1998
Skills
Creative Direction, Creative Strategy, Web Design, Art Direction, Corporate Identity, Concept Development, Graphic Design, InDesign, Illustrator, Brochures, Photoshop, Dreamweaver, Adobe Creative Suite, Layout, Email Marketing, Typography, Branding & Identity, Email Design, Experience Design, Project Management, User Experience Design, CMS
Education
Rhode Island School of Design 1995 — 1999
BFA, Graphic Design
Philadelphia High School for Girls 1991 — 1995
HS Diploma, Academics/Fine Arts
Coleman Bello Coleman Bello's Fidelity Experience March 2006 - February 2008
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments November 2009 - June 2013
Fidelity Investments March 2008 - October 2009
Fidelity March 2006 - February 2008
Fidelity Investments June 2005 - March 2006
Skills
401k, Series 63, Mutual Funds, Investments, Series 7
Education
Skidmore College 2001 — 2005
Bachelor of Science (BS), Business and Economics
Northfield Mount Hermon 1999 — 2001
High School Diploma
Sandwich High School 1997 — 1999
Fidelity Investments June 2013 - Present
Fidelity Investments November 2009 - June 2013
Fidelity Investments March 2008 - October 2009
Fidelity March 2006 - February 2008
Fidelity Investments June 2005 - March 2006
Skills
401k, Series 63, Mutual Funds, Investments, Series 7
Education
Skidmore College 2001 — 2005
Bachelor of Science (BS), Business and Economics
Northfield Mount Hermon 1999 — 2001
High School Diploma
Sandwich High School 1997 — 1999
Steven Jackson Steven Jackson's Fidelity Experience 1986 - 1991
Job HIgh Yield & Distressed Debt / Special Situations Analyst & Portfolio Manager
Industry Financial Services
Experience
Litespeed Partners January 2010 - September 2010
Further Lane Asset Management, LLC November 2004 - June 2008
SCJ Capital Management May 2000 - November 2004
SAC Capital Advisors LLC September 1996 - May 2000
M.J. Whitman 1995 - September 1996
Alex Brown 1991 - 1994
Smith Barney 1990 - 1991
Fidelity Management & Research Company August 1986 - 1991
Fidelity 1986 - 1991
PruCapital, Inc January 1985 - August 1986
Skills
Alternative Investments, Hedge Funds, High Yield, Value Investing, Special Situations, Fundamental Research, Leveraged Finance, Private Equity, Fixed Income, Equities, Debt, Investments, Portfolio Management, Event Driven, Equity Research, Arbitrage, Capital Structure, Bonds, Trading, Equity Valuation, Fixed Income Trading, Hedging, Private Placements, Credit Derivatives, Structured Finance, Financial Modeling, LBO, Series 7, Deal Structuring, Mezzanine, Fixed Income Research, Proprietary Trading, Research, Valuation, Financial Advisory, Capital Markets, Mutual Funds, Bloomberg, Derivatives, Credit, Investment Banking, Negotiation, Fixed Income Analysis, Investment Strategies, Fund Of Funds, Buy-side, Structured Products, Credit Analysis, Asset Management, Due Diligence
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA
United States Naval Academy 1973 — 1977
Bachelor of Science
Litespeed Partners January 2010 - September 2010
Further Lane Asset Management, LLC November 2004 - June 2008
SCJ Capital Management May 2000 - November 2004
SAC Capital Advisors LLC September 1996 - May 2000
M.J. Whitman 1995 - September 1996
Alex Brown 1991 - 1994
Smith Barney 1990 - 1991
Fidelity Management & Research Company August 1986 - 1991
Fidelity 1986 - 1991
PruCapital, Inc January 1985 - August 1986
Skills
Alternative Investments, Hedge Funds, High Yield, Value Investing, Special Situations, Fundamental Research, Leveraged Finance, Private Equity, Fixed Income, Equities, Debt, Investments, Portfolio Management, Event Driven, Equity Research, Arbitrage, Capital Structure, Bonds, Trading, Equity Valuation, Fixed Income Trading, Hedging, Private Placements, Credit Derivatives, Structured Finance, Financial Modeling, LBO, Series 7, Deal Structuring, Mezzanine, Fixed Income Research, Proprietary Trading, Research, Valuation, Financial Advisory, Capital Markets, Mutual Funds, Bloomberg, Derivatives, Credit, Investment Banking, Negotiation, Fixed Income Analysis, Investment Strategies, Fund Of Funds, Buy-side, Structured Products, Credit Analysis, Asset Management, Due Diligence
Education
The University of Chicago Booth School of Business 1983 — 1985
MBA
United States Naval Academy 1973 — 1977
Bachelor of Science
Robin Tylim, CPA Robin Tylim, CPA's Fidelity Experience July 2012 - June 2013
Job Math Teacher at Greater Lowell Tech HS
Industry Financial Services
Experience
Greater Lowell Tech HS August 2014 - Present
Fidelity July 2012 - June 2013
Deutsche Bank August 2010 - April 2012
Bank of NY Mellon August 2006 - July 2010
Morgan Stanley September 1997 - June 2006
Coopers & Lybrand August 1994 - September 1997
Skills
Financial Analysis, Accounting, Internal Controls, Auditing, Forecasting, Expenses, Project Management
Education
SUNY Albany 1990 — 1994
Bachelor of Science (BS), Accounting
University at Albany, SUNY 1990 — 1994
B.S., Accounting
Greater Lowell Tech HS August 2014 - Present
Fidelity July 2012 - June 2013
Deutsche Bank August 2010 - April 2012
Bank of NY Mellon August 2006 - July 2010
Morgan Stanley September 1997 - June 2006
Coopers & Lybrand August 1994 - September 1997
Skills
Financial Analysis, Accounting, Internal Controls, Auditing, Forecasting, Expenses, Project Management
Education
SUNY Albany 1990 — 1994
Bachelor of Science (BS), Accounting
University at Albany, SUNY 1990 — 1994
B.S., Accounting
Mark Fabrizio, Sr Mark Fabrizio, Sr's Fidelity Experience 2013 - 2014
Job Partner, Owl Watch Consulting Services, LLC
Industry Internet
Experience
Owl Watch Consulting Services, LLC September 2001 - Present
Owl Watch 2001 - Present
Fidelity 2013 - 2014
Fidelity 2013 - 2014
ComputerVision August 1984 - September 1998
Prime Computer 1984 - 1998
ComputerVison 1984 - 1998
Badger America 1981 - 1984
Stone & Webster 1979 - 1981
Butler Manufacturing 1978 - 1979
Skills
Start-ups, Web Design, Web Development, Web Services, Web Applications, Website Development, Enterprise Software, SaaS, Product Management, Customer Satisfaction, Software Development, Cloud Computing, Go-to-market Strategy, Professional Services, Software Engineering, XML, Agile Methodologies, SOA, Mobile Applications, Product Lifecycle..., Scrum, Program Management, Solution Selling, E-commerce, Strategic Partnerships, Software Project..., Integration, MySQL, Strategy, Product Marketing, Product Development, Business Development, Agile Project Management
Education
Western New England University 1980 — 1983
M.B.A.
Northeastern University 1974 — 1978
B.S.C.E, Civil Engineering
Owl Watch Consulting Services, LLC September 2001 - Present
Owl Watch 2001 - Present
Fidelity 2013 - 2014
Fidelity 2013 - 2014
ComputerVision August 1984 - September 1998
Prime Computer 1984 - 1998
ComputerVison 1984 - 1998
Badger America 1981 - 1984
Stone & Webster 1979 - 1981
Butler Manufacturing 1978 - 1979
Skills
Start-ups, Web Design, Web Development, Web Services, Web Applications, Website Development, Enterprise Software, SaaS, Product Management, Customer Satisfaction, Software Development, Cloud Computing, Go-to-market Strategy, Professional Services, Software Engineering, XML, Agile Methodologies, SOA, Mobile Applications, Product Lifecycle..., Scrum, Program Management, Solution Selling, E-commerce, Strategic Partnerships, Software Project..., Integration, MySQL, Strategy, Product Marketing, Product Development, Business Development, Agile Project Management
Education
Western New England University 1980 — 1983
M.B.A.
Northeastern University 1974 — 1978
B.S.C.E, Civil Engineering
Vineet Devgan Vineet Devgan's Fidelity Experience 2007 - 2008
Job
Industry Financial Services
Experience
BMO Financial Group September 2014 - Present
CIBC July 2012 - September 2014
Queen's University Alternative Assets Fund December 2011 - July 2012
Queen's School of Business May 2011 - May 2012
Nomura March 2010 - April 2011
Royal Bank of Scotland Group October 2008 - March 2010
Fidelity 2007 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Business Analysis, Corporate Finance, Banking, Capital Markets, Risk Management, Data Analysis, Finance, SQL, Project Management, Derivatives, Financial Services, Competitive Analysis, Investments, VBA, Business Development, Portfolio Management, Bloomberg, Equities, Investment Banking, Fixed Income, Equity Research
Education
Queen's University 2011 — 2012
MBA, Finance, 3.8
Thapar Institute of Engineering and Technology 2003 — 2007
B.E, Electrical
BMO Financial Group September 2014 - Present
CIBC July 2012 - September 2014
Queen's University Alternative Assets Fund December 2011 - July 2012
Queen's School of Business May 2011 - May 2012
Nomura March 2010 - April 2011
Royal Bank of Scotland Group October 2008 - March 2010
Fidelity 2007 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Business Analysis, Corporate Finance, Banking, Capital Markets, Risk Management, Data Analysis, Finance, SQL, Project Management, Derivatives, Financial Services, Competitive Analysis, Investments, VBA, Business Development, Portfolio Management, Bloomberg, Equities, Investment Banking, Fixed Income, Equity Research
Education
Queen's University 2011 — 2012
MBA, Finance, 3.8
Thapar Institute of Engineering and Technology 2003 — 2007
B.E, Electrical
Melanie Lerner Melanie Lerner's Fidelity Experience September 2007 - May 2011
Job Manager of Operations at Dr. Air Duct
Industry Consumer Services
Experience
Dr. Air Duct May 2011 - Present
Fidelity September 2007 - May 2011
tcb September 2006 - September 2007
Skills
Bilingual-English/Spanis..., Customer Service, Online Advertising, Microsoft Excel, Small Business, Managerial Finance, Google Analytics, HIPAA, Interviews, Internet, Retail Banking, Java, 10 Key, Microsoft Word, Microsoft Office, Microsoft Technologies, New Business Development, Social Networking, Social Skills, Office Administration, PowerPoint, QuickBooks, Research, Assets Recovery, Collections, Translation, Writing, YouTube
Education
Shorter University-College of Adult & Professional Programs 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Dr. Air Duct May 2011 - Present
Fidelity September 2007 - May 2011
tcb September 2006 - September 2007
Skills
Bilingual-English/Spanis..., Customer Service, Online Advertising, Microsoft Excel, Small Business, Managerial Finance, Google Analytics, HIPAA, Interviews, Internet, Retail Banking, Java, 10 Key, Microsoft Word, Microsoft Office, Microsoft Technologies, New Business Development, Social Networking, Social Skills, Office Administration, PowerPoint, QuickBooks, Research, Assets Recovery, Collections, Translation, Writing, YouTube
Education
Shorter University-College of Adult & Professional Programs 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
David Bonnes, CFP® David Bonnes, CFP®'s Fidelity Experience 1993 - 1999
Job Financial Representative
Industry Financial Services
Experience
Country financial November 2010 - Present
Allstate Insurance January 2009 - April 2010
Prudential Financial September 2005 - February 2009
SunTrust Investment Services May 2004 - August 2005
Edward Jones April 2003 - May 2004
Charles Schwab January 2001 - January 2003
H&R BLOCK January 2000 - January 2001
Fisher Investments January 1999 - January 2000
Fidelity Investments January 1993 - January 1999
Fidelity 1993 - 1999
Skills
Investments, Retirement Planning, Fixed Annuities, Series 63, Life Insurance, Series 6, Insurance, Mutual Funds, Financial Services, Sales, Property & Casualty..., Term Life Insurance, Strategic Financial..., Retirement, Disability Insurance, Leadership, Estate Planning, Long-term Care, Variable Annuities, Sales Operations, Portfolio Management, Financial Advisory, Financial Planners, Investment Strategies, 401k, IRAs, Series 7, Long Term Care Insurance, Bonds, Whole Life, Universal Life, Health Insurance, FINRA
Education
University of Phoenix 2003 — 2005
Financial Analysis
The University of Texas at Dallas 1981 — 1984
BS, Marketing
The University of Texas at Dallas
BS, Marketing
University of Phoenix
University of Phoenix
MS, Financial Analysis
Country financial November 2010 - Present
Allstate Insurance January 2009 - April 2010
Prudential Financial September 2005 - February 2009
SunTrust Investment Services May 2004 - August 2005
Edward Jones April 2003 - May 2004
Charles Schwab January 2001 - January 2003
H&R BLOCK January 2000 - January 2001
Fisher Investments January 1999 - January 2000
Fidelity Investments January 1993 - January 1999
Fidelity 1993 - 1999
Skills
Investments, Retirement Planning, Fixed Annuities, Series 63, Life Insurance, Series 6, Insurance, Mutual Funds, Financial Services, Sales, Property & Casualty..., Term Life Insurance, Strategic Financial..., Retirement, Disability Insurance, Leadership, Estate Planning, Long-term Care, Variable Annuities, Sales Operations, Portfolio Management, Financial Advisory, Financial Planners, Investment Strategies, 401k, IRAs, Series 7, Long Term Care Insurance, Bonds, Whole Life, Universal Life, Health Insurance, FINRA
Education
University of Phoenix 2003 — 2005
Financial Analysis
The University of Texas at Dallas 1981 — 1984
BS, Marketing
The University of Texas at Dallas
BS, Marketing
University of Phoenix
University of Phoenix
MS, Financial Analysis
Dave Silvestri Dave Silvestri's Fidelity Experience July 2010 - February 2012
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Hollis Preschool July 2011 - June 2013
Fidelity July 2010 - February 2012
Fidelity Investments August 2006 - June 2010
Fidelity Investments October 1998 - July 2006
Cabletron Systems May 1996 - October 1998
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Management, Data Analysis, Database Design, Project Planning, Project Management, Budget Process, Key Performance..., Data, Data Modeling, Presentations, Client Liaison, Finance, Cost Benefit, Agile Methodologies, Outsourcing, Benefits Administration, Process Improvement, Payroll, Visio, Leadership, Databases, Business Requirements, Analysis, Testing, SDLC, Business Process..., Financial Analysis, Human Resources, Business Process
Education
Southern New Hampshire University 2009 — 2012
MS, Finance
University of New Hampshire 1992 — 1996
BS, Business Administration
Fidelity Investments February 2012 - Present
Hollis Preschool July 2011 - June 2013
Fidelity July 2010 - February 2012
Fidelity Investments August 2006 - June 2010
Fidelity Investments October 1998 - July 2006
Cabletron Systems May 1996 - October 1998
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Management, Data Analysis, Database Design, Project Planning, Project Management, Budget Process, Key Performance..., Data, Data Modeling, Presentations, Client Liaison, Finance, Cost Benefit, Agile Methodologies, Outsourcing, Benefits Administration, Process Improvement, Payroll, Visio, Leadership, Databases, Business Requirements, Analysis, Testing, SDLC, Business Process..., Financial Analysis, Human Resources, Business Process
Education
Southern New Hampshire University 2009 — 2012
MS, Finance
University of New Hampshire 1992 — 1996
BS, Business Administration
Stefanie Gray Stefanie Gray's Fidelity Experience June 2007 - March 2008
Job Director, Client Services at CodeBroker, LLC
Industry Marketing and Advertising
Experience
CodeBroker, LLC May 2011 - Present
Qvidian January 2011 - June 2011
Kadient, Inc. March 2008 - January 2011
Fidelity June 2007 - March 2008
Choicelinx 2006 - 2007
CIGNA Healthcare December 1997 - February 2006
Franklin Savings Bank June 1989 - December 1997
Skills
SaaS, Analytics, CRM, Project Management, Customer Service, Customer Engagement, Sales, Management, Process Improvement, Strategy, Salesforce.com, Call Centers, Sales Process, Professional Services, Outsourcing, Manage Client..., Enterprise Software, Leadership
Education
Southern New Hampshire University 2002 — 2004
Bachelors, Business Administration
Southern New Hampshire University
Bachelor's degree, Business Administration and Management, General
CodeBroker, LLC May 2011 - Present
Qvidian January 2011 - June 2011
Kadient, Inc. March 2008 - January 2011
Fidelity June 2007 - March 2008
Choicelinx 2006 - 2007
CIGNA Healthcare December 1997 - February 2006
Franklin Savings Bank June 1989 - December 1997
Skills
SaaS, Analytics, CRM, Project Management, Customer Service, Customer Engagement, Sales, Management, Process Improvement, Strategy, Salesforce.com, Call Centers, Sales Process, Professional Services, Outsourcing, Manage Client..., Enterprise Software, Leadership
Education
Southern New Hampshire University 2002 — 2004
Bachelors, Business Administration
Southern New Hampshire University
Bachelor's degree, Business Administration and Management, General
Eric Brann Eric Brann's Fidelity Experience October 2006 - April 2012
Job Assistant Site Manager, Lead Instructor, CIA at Cubic
Industry Facilities Services
Experience
Cubic October 2014 - Present
LB&B Associates Inc May 2012 - October 2014
Fidelity October 2006 - April 2012
COMTek October 2001 - October 2006
Skills
MH-60R mission systems, Instructional techniques, Crew Resource Management, Microsoft Office, Navy, Military, Security Clearance, DoD, Technical Writing, Program Management, Training, Military Operations
Education
San Diego Mesa College 1999 — 1999
El Dorado High School 1985 — 1989
Cubic October 2014 - Present
LB&B Associates Inc May 2012 - October 2014
Fidelity October 2006 - April 2012
COMTek October 2001 - October 2006
Skills
MH-60R mission systems, Instructional techniques, Crew Resource Management, Microsoft Office, Navy, Military, Security Clearance, DoD, Technical Writing, Program Management, Training, Military Operations
Education
San Diego Mesa College 1999 — 1999
El Dorado High School 1985 — 1989
Ken Greenspan Ken Greenspan's Fidelity Experience 2005 - 2007
Job Senior Business Systems Analyst at NaviNet
Industry Hospital & Health Care
Experience
NaviNet June 2007 - Present
Fidelity 2005 - 2007
NaviMedix 2003 - 2005
City of Nashua, New Hampshire 2001 - 2003
Elliot Hospital 2001 - 2001
Healthsource 1992 - 2001
BAE Systems 1988 - 1992
BAE Systems 1984 - 1988
American International Group 1981 - 1984
Skills
Healthcare Information..., HIPAA, EDI, SDLC, Claim, Scrum, SaaS, X12, Business Analysis, Process Improvement, Requirements Gathering, Software Project..., Databases, Microsoft SQL Server, Requirements Analysis, Healthcare, HL7, Testing, Data Analysis, ETL
Education
Southern New Hampshire University 1985 — 1988
BS, MIS
NaviNet June 2007 - Present
Fidelity 2005 - 2007
NaviMedix 2003 - 2005
City of Nashua, New Hampshire 2001 - 2003
Elliot Hospital 2001 - 2001
Healthsource 1992 - 2001
BAE Systems 1988 - 1992
BAE Systems 1984 - 1988
American International Group 1981 - 1984
Skills
Healthcare Information..., HIPAA, EDI, SDLC, Claim, Scrum, SaaS, X12, Business Analysis, Process Improvement, Requirements Gathering, Software Project..., Databases, Microsoft SQL Server, Requirements Analysis, Healthcare, HL7, Testing, Data Analysis, ETL
Education
Southern New Hampshire University 1985 — 1988
BS, MIS
Doug Iarussi Doug Iarussi's Fidelity Experience January 2006 - September 2008
Job System Administrator at ClubCorp
Industry Information Technology and Services
Experience
ClubCorp May 2015 - Present
Modo Networks, LLC August 2012 - April 2015
Ranger Title Company March 2009 - May 2012
ITT Technical Institute 2010 - 2012
Fidelity January 2006 - September 2008
Fidelity National Title Financial January 2006 - September 2008
North American Title Company January 2005 - January 2006
Hexter-Fair Title Company January 2004 - January 2005
U.S. Navy Recalled to Active Duty January 2002 - January 2004
Skills
Servers, Active Directory, DNS, Networking, Windows Server, Computer Repair, System Administration, Laptops, Switches, Printers, Windows 8, Help Desk Support, Office 365, Windows, Windows 7, VPN, Routers, Access, Data Center, Troubleshooting, Windows XP, Remote Troubleshooting, Technical Support, Windows Remote Desktop, Onsite, Windows XP Pro, DHCP, Applicant Tracking..., Wireless Networking, Diagnostic, Software Documentation, Call Centers, Training, Regedit, Onsite installations or..., Diagnostic Testing, Hardware/Software Repair, Windows Vista, Hardware, Cisco Routers, Software Installation, Build a PC
Education
ITT Technical Institute 2010 — 2012
Bachelors of Science, Information Technology Information Systems Security
ITT Technical Institute 2008 — 2010
Associate of Applied Science, Computer Networking Systems
Irving elementary or Roosevelt Middle school
Irving elementary or Roosevelt Middle school
Irving elementary or Roosevelt Middle school
Tri-State Business Institute
A.S.B. (Associate Degree), Real Estate (Paralegal)
ClubCorp May 2015 - Present
Modo Networks, LLC August 2012 - April 2015
Ranger Title Company March 2009 - May 2012
ITT Technical Institute 2010 - 2012
Fidelity January 2006 - September 2008
Fidelity National Title Financial January 2006 - September 2008
North American Title Company January 2005 - January 2006
Hexter-Fair Title Company January 2004 - January 2005
U.S. Navy Recalled to Active Duty January 2002 - January 2004
Skills
Servers, Active Directory, DNS, Networking, Windows Server, Computer Repair, System Administration, Laptops, Switches, Printers, Windows 8, Help Desk Support, Office 365, Windows, Windows 7, VPN, Routers, Access, Data Center, Troubleshooting, Windows XP, Remote Troubleshooting, Technical Support, Windows Remote Desktop, Onsite, Windows XP Pro, DHCP, Applicant Tracking..., Wireless Networking, Diagnostic, Software Documentation, Call Centers, Training, Regedit, Onsite installations or..., Diagnostic Testing, Hardware/Software Repair, Windows Vista, Hardware, Cisco Routers, Software Installation, Build a PC
Education
ITT Technical Institute 2010 — 2012
Bachelors of Science, Information Technology Information Systems Security
ITT Technical Institute 2008 — 2010
Associate of Applied Science, Computer Networking Systems
Irving elementary or Roosevelt Middle school
Irving elementary or Roosevelt Middle school
Irving elementary or Roosevelt Middle school
Tri-State Business Institute
A.S.B. (Associate Degree), Real Estate (Paralegal)
Evan Klotzman Evan Klotzman's Fidelity Experience June 2007 - February 2008
Job Vice President at Alpha Park Inc.
Industry Real Estate
Experience
Alpha Park Inc. March 2008 - Present
Fidelity June 2007 - February 2008
Skills
Due Diligence, Asset Managment, Valuation, Financial Modeling, Financial Analysis, Real Estate Development, Real Estate Economics, Real Estate, Finance, Loans, Mergers, Real Estate Transactions, Private Equity, Corporate Real Estate, Property Management, Credit, Corporate Finance, Banking, Investment Properties, Portfolio Management, Brokerage, Investment Banking, Commercial Real Estate
Education
The Ohio State University 2002 — 2007
B.A., Economics
Solon High School
Alpha Park Inc. March 2008 - Present
Fidelity June 2007 - February 2008
Skills
Due Diligence, Asset Managment, Valuation, Financial Modeling, Financial Analysis, Real Estate Development, Real Estate Economics, Real Estate, Finance, Loans, Mergers, Real Estate Transactions, Private Equity, Corporate Real Estate, Property Management, Credit, Corporate Finance, Banking, Investment Properties, Portfolio Management, Brokerage, Investment Banking, Commercial Real Estate
Education
The Ohio State University 2002 — 2007
B.A., Economics
Solon High School
Robert Brody Robert Brody's Fidelity Experience November 2001 - December 2008
Job Head of Governance and Business Support at Wolters Kluwer ELM Solutions
Industry Information Technology and Services
Experience
Wolters Kluwer ELM Solutions November 2014 - Present
Wolters Kluwer - TyMetrix December 2013 - November 2014
Thomson Reuters May 2009 - January 2013
Alumnus at MDL Partners 2013 - 2013
Fidelity November 2001 - December 2008
Fidelity Investments February 1995 - December 2008
United States Navy June 1975 - March 1997
Salomon Brothers 1987 - 1994
Service Academy 1971 - 1975
Skills
Derivatives, Fixed Income, Program Management, Equities, Alternative Investments, Financial Services, Risk Management, SDLC, Securities, Investment Management, 40 Act Funds, Trading, Budgets, Management, Product Development, Finance, Leadership, Process Improvement, Project Management
Education
Navy Nuclear Power School 1975 — 1976
United States Naval Academy 1971 — 1975
Bachelor of Science (B.S.), Analytic Management
Wolters Kluwer ELM Solutions November 2014 - Present
Wolters Kluwer - TyMetrix December 2013 - November 2014
Thomson Reuters May 2009 - January 2013
Alumnus at MDL Partners 2013 - 2013
Fidelity November 2001 - December 2008
Fidelity Investments February 1995 - December 2008
United States Navy June 1975 - March 1997
Salomon Brothers 1987 - 1994
Service Academy 1971 - 1975
Skills
Derivatives, Fixed Income, Program Management, Equities, Alternative Investments, Financial Services, Risk Management, SDLC, Securities, Investment Management, 40 Act Funds, Trading, Budgets, Management, Product Development, Finance, Leadership, Process Improvement, Project Management
Education
Navy Nuclear Power School 1975 — 1976
United States Naval Academy 1971 — 1975
Bachelor of Science (B.S.), Analytic Management
Keith Herndon Keith Herndon's Fidelity Experience Senior Project ManagerFidelity Investments2004 - Present
Job Sr. Project Manager at Fidelity
Industry Financial Services
Experience
Fidelity Senior Project ManagerFidelity Investments2004 - Present
Fidelity Investments - Boston,MA 2004 - Present
Fidelity Investments/National Financial 2004 - Present
Fidelity Investments — Fidelity Brokerage Technology (FBT) 2003 - Present
Education
Oberlin College 1975 — 1979
Fidelity Senior Project ManagerFidelity Investments2004 - Present
Fidelity Investments - Boston,MA 2004 - Present
Fidelity Investments/National Financial 2004 - Present
Fidelity Investments — Fidelity Brokerage Technology (FBT) 2003 - Present
Education
Oberlin College 1975 — 1979
Dipen Gala Dipen Gala's Fidelity Experience 2004 - 2004
Job MBA Candidate at Chicago Booth, Solutions Architect at Citadel
Industry Computer Networking
Experience
Citadel Investment Group January 2008 - Present
The Think Tank December 2013 - December 2014
BearingPoint April 2005 - January 2008
Fidelity 2004 - 2004
Skills
Telephony, Cisco Technologies, Data Center, VoIP, Integration, Solution Architecture, Networking, Telecommunications, International Project..., Global Operations, TCP/IP, Disaster Recovery, Virtualization, Infrastructure, IP, Troubleshooting, VMware, Project Management, Unified Communications, Business Analysis, Vendor Management, Strategy, Consulting, Data Analysis
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
Syracuse University 2003 — 2005
MS, Telecom and Network Management
Mumbai University, INDIA 2000 — 2003
B.Engg, Electronics and Telecommunication
Bombay Institute of Technology 1997 — 2000
Diploma, Digital Electronics
Cisco
CCIE Voice Written, Cisco Voice CCIE Certification (2007)
st annes
Citadel Investment Group January 2008 - Present
The Think Tank December 2013 - December 2014
BearingPoint April 2005 - January 2008
Fidelity 2004 - 2004
Skills
Telephony, Cisco Technologies, Data Center, VoIP, Integration, Solution Architecture, Networking, Telecommunications, International Project..., Global Operations, TCP/IP, Disaster Recovery, Virtualization, Infrastructure, IP, Troubleshooting, VMware, Project Management, Unified Communications, Business Analysis, Vendor Management, Strategy, Consulting, Data Analysis
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
Syracuse University 2003 — 2005
MS, Telecom and Network Management
Mumbai University, INDIA 2000 — 2003
B.Engg, Electronics and Telecommunication
Bombay Institute of Technology 1997 — 2000
Diploma, Digital Electronics
Cisco
CCIE Voice Written, Cisco Voice CCIE Certification (2007)
st annes
Jim Creacy's Fidelity Experience June 1998 - Present
Job Global Network Engineering at Fidelity Investments
Industry Telecommunications
Felicia Martinez Felicia Martinez's Fidelity Experience 2008 - 2009
Job Accounts Payable Contractor
Industry Financial Services
Experience
ProBuild January 2015 - Present
WJ Bradley Mortgage Capital October 2013 - September 2014
High Sierra Energy L.P. August 2013 - October 2013
Arrow Electronics October 2012 - April 2013
High Sierra Energy, LP - Subsidiary of NGL Energy Partners LP 2013 - 2013
Razor Technology 2010 - 2011
Razor Technology 2010 - 2011
Fidelity 2008 - 2009
Fidelity 2008 - 2009
Skills
Financial Analysis, Accounting, Financial Reporting, Auditing, Microsoft Excel, Internal Controls, Financial Modeling, Financial Accounting, Risk Management, Banking, Finance, Strategic Financial..., QuickBooks, Payroll, Accounts Payable, Customer Service, Sales, Leadership, Account Reconciliation
Education
Accounting and Business School of the Rockies 2012 — 2013
Certificate, Accounting Technology/Technician and Bookkeeping
Pikes Peak Community College 1999 — 2001
Nursing
ProBuild January 2015 - Present
WJ Bradley Mortgage Capital October 2013 - September 2014
High Sierra Energy L.P. August 2013 - October 2013
Arrow Electronics October 2012 - April 2013
High Sierra Energy, LP - Subsidiary of NGL Energy Partners LP 2013 - 2013
Razor Technology 2010 - 2011
Razor Technology 2010 - 2011
Fidelity 2008 - 2009
Fidelity 2008 - 2009
Skills
Financial Analysis, Accounting, Financial Reporting, Auditing, Microsoft Excel, Internal Controls, Financial Modeling, Financial Accounting, Risk Management, Banking, Finance, Strategic Financial..., QuickBooks, Payroll, Accounts Payable, Customer Service, Sales, Leadership, Account Reconciliation
Education
Accounting and Business School of the Rockies 2012 — 2013
Certificate, Accounting Technology/Technician and Bookkeeping
Pikes Peak Community College 1999 — 2001
Nursing
Catherine Costas Catherine Costas's Fidelity Experience November 2014 - Present
Job Relationship Manager
Industry Financial Services
Experience
Fidelity November 2014 - Present
Fidelity Investments 2012 - November 2014
Institution for Savings May 2009 - August 2012
Education
Saint Anselm College 2008 — 2012
Bachelors of Arts, Business/Commerce, General
Newburyport High School 2004 — 2008
High School Diploma
Fidelity November 2014 - Present
Fidelity Investments 2012 - November 2014
Institution for Savings May 2009 - August 2012
Education
Saint Anselm College 2008 — 2012
Bachelors of Arts, Business/Commerce, General
Newburyport High School 2004 — 2008
High School Diploma
Lori Vellucci Lori Vellucci's Fidelity Experience April 2014 - June 2015
Job Account Director, CMB
Industry Market Research
Experience
Chadwick Martin Bailey June 2015 - Present
Fidelity April 2014 - June 2015
Clarity Research, Inc 2002 - April 2014
The First Years 1996 - 2002
Arnold Worldwide 1994 - 1996
Reebok 1993 - 1995
Reebok International 1993 - 1994
Marketing Corporation of America 1990 - 1993
Skills
CATI, Quantitative Research, Customer Insight, Ethnography, Marketing Research, Qualitative Research, Online Research, Segmentation, Market Research, Competitive Intelligence, focus groups, Positioning, Advertising Research, Brand Architecture, Consumer Behaviour, Brand Development, Competitive Analysis, Survey Design, Questionnaire Design, Consumer Products, Analytics, Marketing Strategy, Strategy, Questionnaires, Market Analysis, Focus Groups, Product Marketing, Product Innovation
Education
The University of Connecticut School of Business 1986 — 1990
BS
Lincoln Senior High School
The University of Connecticut School of Business
Chadwick Martin Bailey June 2015 - Present
Fidelity April 2014 - June 2015
Clarity Research, Inc 2002 - April 2014
The First Years 1996 - 2002
Arnold Worldwide 1994 - 1996
Reebok 1993 - 1995
Reebok International 1993 - 1994
Marketing Corporation of America 1990 - 1993
Skills
CATI, Quantitative Research, Customer Insight, Ethnography, Marketing Research, Qualitative Research, Online Research, Segmentation, Market Research, Competitive Intelligence, focus groups, Positioning, Advertising Research, Brand Architecture, Consumer Behaviour, Brand Development, Competitive Analysis, Survey Design, Questionnaire Design, Consumer Products, Analytics, Marketing Strategy, Strategy, Questionnaires, Market Analysis, Focus Groups, Product Marketing, Product Innovation
Education
The University of Connecticut School of Business 1986 — 1990
BS
Lincoln Senior High School
The University of Connecticut School of Business
Alyson Normandin's Fidelity Experience 2003 - 2005
Job Sales Operations at PC Connection
Industry Research
Experience
PC Connection August 2012 - Present
Sam's Club October 2010 - August 2012
Employment Research January 2009 - October 2010
GN Hello Direct, Inc. July 2005 - January 2009
fidelity 2003 - 2005
Skills
Microsoft Excel, Microsoft Word, Database Integrity, Sales Operations, Bid Preparation, Contract Management, Professional..., Writing, Time Management, Access, Salesforce.com, Training, Sales, Management, Databases, Account Management, Customer Service, Customer Satisfaction, Sales Process, Direct Sales, SaaS, Solution Selling
Education
Southern New Hampshire University 2014 — 2017
BS Business Administration, Business Administration, Management and Operations, GPA 3.926
Ayer High School
Nashoba Valley Tech
PC Connection August 2012 - Present
Sam's Club October 2010 - August 2012
Employment Research January 2009 - October 2010
GN Hello Direct, Inc. July 2005 - January 2009
fidelity 2003 - 2005
Skills
Microsoft Excel, Microsoft Word, Database Integrity, Sales Operations, Bid Preparation, Contract Management, Professional..., Writing, Time Management, Access, Salesforce.com, Training, Sales, Management, Databases, Account Management, Customer Service, Customer Satisfaction, Sales Process, Direct Sales, SaaS, Solution Selling
Education
Southern New Hampshire University 2014 — 2017
BS Business Administration, Business Administration, Management and Operations, GPA 3.926
Ayer High School
Nashoba Valley Tech
Stephen Miley Stephen Miley's Fidelity Experience January 1998 - January 2001
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial March 2007 - Present
Invesco US November 2004 - March 2007
Invesco US January 2001 - November 2004
Fidelity January 1998 - January 2001
Skills
Investment Advisory, Separately Managed..., Mutual Funds, ETFs, Qualified Retirement..., ERISA, 401k, Profit Sharing, Defined Benefit, Pensions, Series 65, Hold Series 7, Fiduciary Services, Investments
Education
Suffolk University
Bachelor of Business Administration (B.B.A.), Finance, General
Nationwide Financial March 2007 - Present
Invesco US November 2004 - March 2007
Invesco US January 2001 - November 2004
Fidelity January 1998 - January 2001
Skills
Investment Advisory, Separately Managed..., Mutual Funds, ETFs, Qualified Retirement..., ERISA, 401k, Profit Sharing, Defined Benefit, Pensions, Series 65, Hold Series 7, Fiduciary Services, Investments
Education
Suffolk University
Bachelor of Business Administration (B.B.A.), Finance, General
Erin Dyer PMP®, Certified ScrumMaster® Erin Dyer PMP®, Certified ScrumMaster®'s Fidelity Experience 2004 - 2005
Job Project Manager IBM Cloud Software Support & Lab Services at IBM
Industry Information Technology and Services
Experience
IBM October 2013 - Present
IBM January 2012 - October 2013
Telelogic 2007 - 2008
I-Logix 1999 - 2007
Fidelity 2004 - 2005
Skills
PMP Certified, System Architecture, Pre-sales, Requirements Management, PMP, Software Engineering, Software Development, Requirements Analysis, Enterprise Architecture, Agile Methodologies, Embedded Software, Enterprise Software
Education
Roger Williams University 1995 — 1999
B.S., Mathematics
IBM October 2013 - Present
IBM January 2012 - October 2013
Telelogic 2007 - 2008
I-Logix 1999 - 2007
Fidelity 2004 - 2005
Skills
PMP Certified, System Architecture, Pre-sales, Requirements Management, PMP, Software Engineering, Software Development, Requirements Analysis, Enterprise Architecture, Agile Methodologies, Embedded Software, Enterprise Software
Education
Roger Williams University 1995 — 1999
B.S., Mathematics
Paul Soucy Paul Soucy's Fidelity Experience May 2006 - Present
Job Vice President, Communications & Education at Fidelity Investments
Industry Financial Services
Experience
Fidelity May 2006 - Present
Skills
Financial Services, Mutual Funds, Series 7, Series 66, Chartered Retirement..., Finance
Education
Northeastern University
Bachelor of Science (BS), Business Administration, Marketing
Fidelity May 2006 - Present
Skills
Financial Services, Mutual Funds, Series 7, Series 66, Chartered Retirement..., Finance
Education
Northeastern University
Bachelor of Science (BS), Business Administration, Marketing
Christine Petit's Fidelity Experience October 2000 - May 2012
Job Director, Software Engineer/Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity October 2000 - May 2012
Prescient Technologies January 1998 - September 2000
Stone and Webster June 1987 - January 1998
Skills
Agile Methodologies, SDLC, Enterprise Architecture, Software Project..., SQL, Software Development, Java, Web Services, Requirements Analysis, Scrum, SOA, VSAM, Control-M, Sybase, JCL, Easytrieve, SPUFI, XML, Fileaid, Intertest, Databases
Education
Stonehill College 1983 — 1987
Bachelor's degree, Major Math and Major Computer Science
Fidelity Investments January 2013 - Present
Fidelity October 2000 - May 2012
Prescient Technologies January 1998 - September 2000
Stone and Webster June 1987 - January 1998
Skills
Agile Methodologies, SDLC, Enterprise Architecture, Software Project..., SQL, Software Development, Java, Web Services, Requirements Analysis, Scrum, SOA, VSAM, Control-M, Sybase, JCL, Easytrieve, SPUFI, XML, Fileaid, Intertest, Databases
Education
Stonehill College 1983 — 1987
Bachelor's degree, Major Math and Major Computer Science
David Kraus, CFA, CMA, CIPM David Kraus, CFA, CMA, CIPM's Fidelity Experience 2007 - 2008
Job Seeking Financial Leadership Role
Industry Venture Capital & Private Equity
Experience
Commonwealth Advisors / M6 Partners December 2008 - May 2015
Practical Business Solutions LLC September 2003 - December 2008
Fidelity 2007 - 2008
NCM Capital 2000 - 2003
SUNY Buffalo 1994 - 1999
Skills
Business Process..., Financial Modeling, Systems Analysis, Investments, Asset Management, Budgeting, Mutual Funds, Research, Cash Flow Forecasting, Financial Analysis, Financial Reporting, Budgets, Accounting, Analysis, Portfolio Management, Strategic Planning, Corporate Finance, Business Analysis, Management, Valuation
Education
State University of New York at Buffalo - School of Management 1988 — 1990
MBA, Finance
University of Dayton 1984 — 1988
BA, Economics
Commonwealth Advisors / M6 Partners December 2008 - May 2015
Practical Business Solutions LLC September 2003 - December 2008
Fidelity 2007 - 2008
NCM Capital 2000 - 2003
SUNY Buffalo 1994 - 1999
Skills
Business Process..., Financial Modeling, Systems Analysis, Investments, Asset Management, Budgeting, Mutual Funds, Research, Cash Flow Forecasting, Financial Analysis, Financial Reporting, Budgets, Accounting, Analysis, Portfolio Management, Strategic Planning, Corporate Finance, Business Analysis, Management, Valuation
Education
State University of New York at Buffalo - School of Management 1988 — 1990
MBA, Finance
University of Dayton 1984 — 1988
BA, Economics
Numa Arora Numa Arora's Fidelity Experience May 2013 - Present
Job Operations Analyst at Fidelity
Industry Human Resources
Experience
Fidelity May 2013 - Present
Fidelity January 2006 - April 2013
Tuition Management Systems May 2005 - August 2006
Professional Development Training group June 2002 - August 2003
Skills
Training, Customer Service, Finance, Administration, Mentoring, Microsoft Excel, Leadership, Analytical Skills, Communication, Building Effective...
Education
Southern New Hampshire University 2006 — 2007
Masters, Organizational Leadership
University of Rhode Island
Fidelity May 2013 - Present
Fidelity January 2006 - April 2013
Tuition Management Systems May 2005 - August 2006
Professional Development Training group June 2002 - August 2003
Skills
Training, Customer Service, Finance, Administration, Mentoring, Microsoft Excel, Leadership, Analytical Skills, Communication, Building Effective...
Education
Southern New Hampshire University 2006 — 2007
Masters, Organizational Leadership
University of Rhode Island
Luke Blanshard Luke Blanshard's Fidelity Experience November 1993 - May 1995
Job Software Guru
Industry Computer Software
Experience
Google July 2008 - Present
UBS March 2007 - July 2008
Bank of America July 2002 - March 2007
Quiq September 1999 - July 2002
UBS April 1998 - August 1999
VNP Software January 1993 - August 1999
Fidelity November 1993 - May 1995
Symmetrix July 1988 - December 1992
Wang Laboratories June 1987 - July 1988
Raytheon December 1985 - June 1987
Education
University of Wisconsin-Madison 1995 — 1996
MS
Oberlin College 1979 — 1983
BA
Google July 2008 - Present
UBS March 2007 - July 2008
Bank of America July 2002 - March 2007
Quiq September 1999 - July 2002
UBS April 1998 - August 1999
VNP Software January 1993 - August 1999
Fidelity November 1993 - May 1995
Symmetrix July 1988 - December 1992
Wang Laboratories June 1987 - July 1988
Raytheon December 1985 - June 1987
Education
University of Wisconsin-Madison 1995 — 1996
MS
Oberlin College 1979 — 1983
BA
Amy Caissie Amy Caissie's Fidelity Experience August 1998 - April 2006
Job Sourcing | Project Management | Data Analysis | Vendor Management | Contract Negotiations
Industry Financial Services
Experience
American Express April 2014 - Present
Xerox October 2012 - April 2014
Fidelity Investments May 2007 - May 2012
Fidelity Investments June 2006 - May 2007
Fidelity August 1998 - April 2006
Skills
Cross-functional Team..., Outsourcing, Vendor Management, Process Improvement, Management, Procurement, Business Analysis, Negotiation, Purchasing, RFP, Supply Management, Strategic Sourcing, Contract Negotiation, Budgets, Marketing Communications, Project Management, Program Management, Strategy, Analysis, Print Production Process, Collateral Management, Traffic Management, Project Status Reporting, Forecasting, Leadership, Product Management
Education
Syracuse University 1988 — 1992
American Express April 2014 - Present
Xerox October 2012 - April 2014
Fidelity Investments May 2007 - May 2012
Fidelity Investments June 2006 - May 2007
Fidelity August 1998 - April 2006
Skills
Cross-functional Team..., Outsourcing, Vendor Management, Process Improvement, Management, Procurement, Business Analysis, Negotiation, Purchasing, RFP, Supply Management, Strategic Sourcing, Contract Negotiation, Budgets, Marketing Communications, Project Management, Program Management, Strategy, Analysis, Print Production Process, Collateral Management, Traffic Management, Project Status Reporting, Forecasting, Leadership, Product Management
Education
Syracuse University 1988 — 1992
Linda Pineau Linda Pineau's Fidelity Experience 2004 - 2006
Job Midas System Administrator
Industry Computer Software
Experience
MetroWest Medical Center/Saint Vincent Hospital February 2014 - October 2014
IntrinsiQ October 2011 - August 2012
Cardinal Health / Quantros September 2006 - August 2011
Fidelity 2004 - 2006
Dun & Bradstreet / GEAC 1993 - 2003
PSNH, a Northeast Utilities Operating Company 1982 - 1992
Skills
Requirements Analysis, Quality Assurance, Training, Accounts Receivable, Microsoft Word, 401k, Budgets, Customer Support, SDLC, Business Analysis, General Ledger, Visio, Process Improvement, SharePoint, Risk Management, Team Building, Software Documentation, Analysis, Software Implementation, Healthcare Information..., Data Analysis, Databases, Access
Education
Southern New Hampshire University
MBA/MIS Certificate, Business Administration
Southern New Hampshire University
BS, Business Administration
MetroWest Medical Center/Saint Vincent Hospital February 2014 - October 2014
IntrinsiQ October 2011 - August 2012
Cardinal Health / Quantros September 2006 - August 2011
Fidelity 2004 - 2006
Dun & Bradstreet / GEAC 1993 - 2003
PSNH, a Northeast Utilities Operating Company 1982 - 1992
Skills
Requirements Analysis, Quality Assurance, Training, Accounts Receivable, Microsoft Word, 401k, Budgets, Customer Support, SDLC, Business Analysis, General Ledger, Visio, Process Improvement, SharePoint, Risk Management, Team Building, Software Documentation, Analysis, Software Implementation, Healthcare Information..., Data Analysis, Databases, Access
Education
Southern New Hampshire University
MBA/MIS Certificate, Business Administration
Southern New Hampshire University
BS, Business Administration
Sarah Unverferth Sarah Unverferth's Fidelity Experience June 2006 - July 2007
Job President at IT Ops Consulting, Inc.
Industry Telecommunications
Experience
IT Ops Consulting 2011 - Present
XO Communications March 2008 - February 2009
Fidelity June 2006 - July 2007
Alain Pinel November 2002 - June 2006
Skills
Account Management, Telecommunications, Management, Co-location, Sales, MPLS, Strategic Partnerships, Cloud Computing, SaaS, Solution Selling, Salesforce.com, Direct Sales, Data Center, Real Estate, Networking, Customer Satisfaction, Managed Services, Marketing
Education
Santa Ana College 1999 — 2000
The Athenian School 1995 — 1997
The Athenian School 1995 — 1997
IT Ops Consulting 2011 - Present
XO Communications March 2008 - February 2009
Fidelity June 2006 - July 2007
Alain Pinel November 2002 - June 2006
Skills
Account Management, Telecommunications, Management, Co-location, Sales, MPLS, Strategic Partnerships, Cloud Computing, SaaS, Solution Selling, Salesforce.com, Direct Sales, Data Center, Real Estate, Networking, Customer Satisfaction, Managed Services, Marketing
Education
Santa Ana College 1999 — 2000
The Athenian School 1995 — 1997
The Athenian School 1995 — 1997
Sokie Saechao Sokie Saechao's Fidelity Experience July 2005 - December 2006
Job Financial Services Professional
Industry Financial Services
Experience
Walk-N The Dog, Inc. December 2006 - Present
Advent Software, Inc. 2007 - 2007
Fidelity July 2005 - December 2006
Pacific Exchange 2003 - 2005
Goldman Sachs 1999 - 2003
Education
Saint Mary's College of California 1996 — 2001
BA, Anthropology
Walk-N The Dog, Inc. December 2006 - Present
Advent Software, Inc. 2007 - 2007
Fidelity July 2005 - December 2006
Pacific Exchange 2003 - 2005
Goldman Sachs 1999 - 2003
Education
Saint Mary's College of California 1996 — 2001
BA, Anthropology
Jain Sternberg's Fidelity Experience March 2006 - August 2006
Job Technical Project Manager at MicroPact, Inc
Industry Computer Software
Experience
MicroPact, Inc March 2013 - Present
Simplexity February 2012 - January 2013
BRTRC November 2009 - February 2012
M.C. Dean, Inc. April 2008 - November 2009
M.C. Dean, Inc. September 2007 - November 2009
Aquent August 2006 - September 2007
Fidelity March 2006 - August 2006
NuStats May 2004 - March 2006
Geico June 2000 - November 2003
Skills
Program Management, Analysis, Process Engineering, Requirements Gathering, Proposal Writing, Requirements Analysis, Integration, Operations Management, Software Project..., SDLC, Agile Methodologies, Software Development, Project Planning, Project Management, Scrum, Change Management, Web Development, Strategy, SharePoint, .NET, Testing, Management, Business Analysis, SOA, Leadership, Software Documentation, PMO, Data Analysis, Six Sigma, Visio, Databases, PMP, Business Process, MS Project, Training, Business Intelligence, Business Development, Vendor Management, Quality Assurance, Enterprise Architecture, Business Requirements, Project Portfolio..., IT Strategy, Agile Project Management, Process Improvement, Resource Management, CRM, Cross-functional Team..., Business Process..., Microsoft SQL Server
Education
University Of Phoenix 2004 — 2006
MBA
Towson University 1997 — 2002
BS
MicroPact, Inc March 2013 - Present
Simplexity February 2012 - January 2013
BRTRC November 2009 - February 2012
M.C. Dean, Inc. April 2008 - November 2009
M.C. Dean, Inc. September 2007 - November 2009
Aquent August 2006 - September 2007
Fidelity March 2006 - August 2006
NuStats May 2004 - March 2006
Geico June 2000 - November 2003
Skills
Program Management, Analysis, Process Engineering, Requirements Gathering, Proposal Writing, Requirements Analysis, Integration, Operations Management, Software Project..., SDLC, Agile Methodologies, Software Development, Project Planning, Project Management, Scrum, Change Management, Web Development, Strategy, SharePoint, .NET, Testing, Management, Business Analysis, SOA, Leadership, Software Documentation, PMO, Data Analysis, Six Sigma, Visio, Databases, PMP, Business Process, MS Project, Training, Business Intelligence, Business Development, Vendor Management, Quality Assurance, Enterprise Architecture, Business Requirements, Project Portfolio..., IT Strategy, Agile Project Management, Process Improvement, Resource Management, CRM, Cross-functional Team..., Business Process..., Microsoft SQL Server
Education
University Of Phoenix 2004 — 2006
MBA
Towson University 1997 — 2002
BS
Augusto Paes de Barros's Fidelity Experience March 2005 - July 2007
Job Research Director, Gartner GTP
Industry Information Technology and Services
Experience
Gartner July 2015 - Present
CIBC July 2014 - July 2015
CIBC February 2013 - July 2014
Davis and Henderson, Credit Solutions Group June 2011 - February 2013
CIBC August 2010 - June 2011
CIBC October 2008 - August 2010
Tempest Security Intelligence July 2007 - May 2008
ISSA July 2006 - July 2007
Fidelity March 2005 - July 2007
BankBoston September 2002 - February 2005
Skills
Security, Security Monitoring, Security Policy, Security Management, Information Security..., PCI DSS, CISSP, Log Management, Intrusion Detection, Information Security, Penetration Testing, VPN, Security Awareness, Security Architecture..., Incident Response, Vulnerability Management, Computer Security, CISA, Cryptography, Internet Security, Incident Management, Security Audits, ISO 27001, Web Application Security, Checkpoint, IT Audit, Firewalls, Disaster Recovery, COBIT, PKI, Risk Assessment, Network Security, Business Continuity, Application Security, Governance, Identity Management, IPS, SIEM, Vulnerability Assessment, Risk Analysis
Education
Pontifícia Universidade Católica de São Paulo 1995 — 1998
BsC, Computer Science
Gartner July 2015 - Present
CIBC July 2014 - July 2015
CIBC February 2013 - July 2014
Davis and Henderson, Credit Solutions Group June 2011 - February 2013
CIBC August 2010 - June 2011
CIBC October 2008 - August 2010
Tempest Security Intelligence July 2007 - May 2008
ISSA July 2006 - July 2007
Fidelity March 2005 - July 2007
BankBoston September 2002 - February 2005
Skills
Security, Security Monitoring, Security Policy, Security Management, Information Security..., PCI DSS, CISSP, Log Management, Intrusion Detection, Information Security, Penetration Testing, VPN, Security Awareness, Security Architecture..., Incident Response, Vulnerability Management, Computer Security, CISA, Cryptography, Internet Security, Incident Management, Security Audits, ISO 27001, Web Application Security, Checkpoint, IT Audit, Firewalls, Disaster Recovery, COBIT, PKI, Risk Assessment, Network Security, Business Continuity, Application Security, Governance, Identity Management, IPS, SIEM, Vulnerability Assessment, Risk Analysis
Education
Pontifícia Universidade Católica de São Paulo 1995 — 1998
BsC, Computer Science
Preeti Bhat's Fidelity Experience May 2006 - August 2008
Job Partner Research and Consulting at Laureate LLC
Industry Human Resources
Experience
Laureate LLC October 2012 - Present
Performance Consulting International 2009 - October 2011
Fidelity May 2006 - August 2008
Accenture January 2006 - May 2006
Vedanta June 2004 - January 2006
Aditya Birla Group 2002 - 2004
TISS 2002 - 2004
Skills
Training, Coaching, Leadership, Management, Project Management, Instructional Design, Management Consulting, Recruiting, Leadership Development, Team Management, Business Strategy, Vendor Management, Business Analysis, Executive Coaching, Soft Skills, Organizational..., Team Building, Employee Training, Negotiation, Consulting, Program Management, Business Process..., Business Transformation, Business Development, Workshop Facilitation, Culture Change, 360 Feedback, CRM, HR Transformation, Strategic HR, MBTI, HRIS, Business Process..., Onboarding, Assessment Center, Performance Appraisal, Strategy
Education
University of Notre Dame - Mendoza College of Business 2009 — 2009
Executive Strategy Mangement
Tata Institute of Social Sciences 2002 — 2004
M.A., Human Resources (HR)
St. Xavier's College 1997 — 2002
BA, Economics Honours
Laureate LLC October 2012 - Present
Performance Consulting International 2009 - October 2011
Fidelity May 2006 - August 2008
Accenture January 2006 - May 2006
Vedanta June 2004 - January 2006
Aditya Birla Group 2002 - 2004
TISS 2002 - 2004
Skills
Training, Coaching, Leadership, Management, Project Management, Instructional Design, Management Consulting, Recruiting, Leadership Development, Team Management, Business Strategy, Vendor Management, Business Analysis, Executive Coaching, Soft Skills, Organizational..., Team Building, Employee Training, Negotiation, Consulting, Program Management, Business Process..., Business Transformation, Business Development, Workshop Facilitation, Culture Change, 360 Feedback, CRM, HR Transformation, Strategic HR, MBTI, HRIS, Business Process..., Onboarding, Assessment Center, Performance Appraisal, Strategy
Education
University of Notre Dame - Mendoza College of Business 2009 — 2009
Executive Strategy Mangement
Tata Institute of Social Sciences 2002 — 2004
M.A., Human Resources (HR)
St. Xavier's College 1997 — 2002
BA, Economics Honours
Kimberly Autry's Fidelity Experience September 2011 - Present
Job Talent Acquisition Consultant
Industry Human Resources
Experience
Fidelity September 2011 - Present
Countrywide June 2007 - April 2009
Medsynergies 2006 - 2007
Centex Homes June 2003 - July 2006
Nokia Research Center 1996 - 2003
Skills
Talent Acquisition, Recruiting, Talent Management, Sourcing, Onboarding, Mergers, Applicant Tracking..., Human Resources, Employee Relations, Employee Relations..., College Recruiting, Deferred Compensation, Training, Hiring, Internet Recruiting, Employee Benefits, Leadership, Management, Team Building, HRIS, Time Management, Taleo, Interviews, Technical Recruiting, Executive Search, Networking, Staffing Services, Benefits Negotiation, Screening Resumes, Sales, Screening, Temporary Staffing, Contract Recruitment, Employer Branding, Succession Planning, New Hire Orientations, PeopleSoft, Resume Writing, Performance Management, Workforce Planning, Job Descriptions, HR Consulting, Behavioral Interviewing, Recruitment Advertising
Education
Texas Woman's University
BA, English/Psychology
Fidelity September 2011 - Present
Countrywide June 2007 - April 2009
Medsynergies 2006 - 2007
Centex Homes June 2003 - July 2006
Nokia Research Center 1996 - 2003
Skills
Talent Acquisition, Recruiting, Talent Management, Sourcing, Onboarding, Mergers, Applicant Tracking..., Human Resources, Employee Relations, Employee Relations..., College Recruiting, Deferred Compensation, Training, Hiring, Internet Recruiting, Employee Benefits, Leadership, Management, Team Building, HRIS, Time Management, Taleo, Interviews, Technical Recruiting, Executive Search, Networking, Staffing Services, Benefits Negotiation, Screening Resumes, Sales, Screening, Temporary Staffing, Contract Recruitment, Employer Branding, Succession Planning, New Hire Orientations, PeopleSoft, Resume Writing, Performance Management, Workforce Planning, Job Descriptions, HR Consulting, Behavioral Interviewing, Recruitment Advertising
Education
Texas Woman's University
BA, English/Psychology
Anne Spicola's Fidelity Experience March 2008 - Present
Job Solutions Manager/Performance Consultant at Fidelity
Industry Financial Services
Experience
Fidelity March 2008 - Present
Fidelity August 2006 - Present
Blue Cross Blue Shield of North Carolina January 2006 - July 2006
Blue Cross Blue Shield of North Carolina August 2004 - January 2006
Global Knowledge 2004 - 2004
Mellon HR Solutions/PWC 2001 - September 2003
Price WaterhouseCoopers February 1998 - December 2001
United HealthCare 1993 - 1998
MetLife 1978 - 1993
Skills
Instructional Design, Needs Analysis, Performance Management, ADDIE, Project Management, Employee Benefits, Blended Learning, Instructor-led Training, Coaching, Training, Management, Analysis, Learning Management, Captivate, Leadership, Organizational..., PMP, Succession Planning, Leadership Development, E-Learning, Performance Consulting, Talent Management, Adult Education, Consulting, Change Management
Education
Stony Brook University 1974 — 1978
BA, Social Science, Secondary Ed.
Suffolk Community College 1974 — 1978
AAS, General Studies
Fidelity March 2008 - Present
Fidelity August 2006 - Present
Blue Cross Blue Shield of North Carolina January 2006 - July 2006
Blue Cross Blue Shield of North Carolina August 2004 - January 2006
Global Knowledge 2004 - 2004
Mellon HR Solutions/PWC 2001 - September 2003
Price WaterhouseCoopers February 1998 - December 2001
United HealthCare 1993 - 1998
MetLife 1978 - 1993
Skills
Instructional Design, Needs Analysis, Performance Management, ADDIE, Project Management, Employee Benefits, Blended Learning, Instructor-led Training, Coaching, Training, Management, Analysis, Learning Management, Captivate, Leadership, Organizational..., PMP, Succession Planning, Leadership Development, E-Learning, Performance Consulting, Talent Management, Adult Education, Consulting, Change Management
Education
Stony Brook University 1974 — 1978
BA, Social Science, Secondary Ed.
Suffolk Community College 1974 — 1978
AAS, General Studies
Rob Cibotti's Fidelity Experience June 2006 - December 2012
Job Client Service Director at WealthTouch, Inc.
Industry Investment Management
Experience
WealthTouch, Inc. December 2012 - Present
Fidelity June 2006 - December 2012
Investors Bank & Trust 2001 - 2006
Liberty Funds Group 2000 - 2001
Lipper, A Thomson Reuters Company 1997 - 2000
Skills
Mutual Funds, Performance Attribution, Asset Management, Alternative Investments, Equities, Securities, Investments, Fixed Income, Bloomberg, Investment Management, ETFs, Financial Markets, Financial Services, Hedge Funds
Education
Trinity College-Hartford 1993 — 1997
Bachelor of Science (BSc), Economics
Trinity College-Hartford 1993 — 1997
BA, Economics
WealthTouch, Inc. December 2012 - Present
Fidelity June 2006 - December 2012
Investors Bank & Trust 2001 - 2006
Liberty Funds Group 2000 - 2001
Lipper, A Thomson Reuters Company 1997 - 2000
Skills
Mutual Funds, Performance Attribution, Asset Management, Alternative Investments, Equities, Securities, Investments, Fixed Income, Bloomberg, Investment Management, ETFs, Financial Markets, Financial Services, Hedge Funds
Education
Trinity College-Hartford 1993 — 1997
Bachelor of Science (BSc), Economics
Trinity College-Hartford 1993 — 1997
BA, Economics
Callie Coto's Fidelity Experience February 2005 - May 2007
Job Linux Admin
Industry Information Technology and Services
Experience
Quanergy April 2015 - Present
NVIDIA November 2013 - April 2015
Acxiom July 2013 - October 2013
TeleNav January 2009 - July 2013
IT Convergence August 2008 - December 2008
Bare Escentuals May 2007 - August 2008
Fidelity February 2005 - May 2007
Skills
Oracle E-Business Suite, Data Center, Linux, Oracle Applications, Oracle, Disaster Recovery, Integration, Servers, Visio, Unix, Databases, SaaS, Cloud Computing, Business Intelligence, System Administration, IT Management, VMware, Virtualization
Education
Southeastern Oklahoma State University 1998 — 2000
Quanergy April 2015 - Present
NVIDIA November 2013 - April 2015
Acxiom July 2013 - October 2013
TeleNav January 2009 - July 2013
IT Convergence August 2008 - December 2008
Bare Escentuals May 2007 - August 2008
Fidelity February 2005 - May 2007
Skills
Oracle E-Business Suite, Data Center, Linux, Oracle Applications, Oracle, Disaster Recovery, Integration, Servers, Visio, Unix, Databases, SaaS, Cloud Computing, Business Intelligence, System Administration, IT Management, VMware, Virtualization
Education
Southeastern Oklahoma State University 1998 — 2000
Gaurang Patel's Fidelity Experience 2006 - 2009
Job Lead System Engineer (QA lead compliance) at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management June 2011 - Present
Charles River Development January 2010 - June 2011
Fidelity 2006 - 2009
Fidelity Investments 2005 - 2006
Carlson Marketing Group 2005 - 2005
shyam llc 2004 - 2005
Institute of neuroinformatik February 2002 - October 2003
Skills
Agile Methodologies, Test Automation, Quality Center, Scrum, Manual Testing, Quality Assurance, Project Planning, Conflict Resolution, Trade and Regulatory..., Trading Workflows, PL/SQL, SQL, C++, SDLC, QTP, Test Strategy, LoadRunner, Agile Testing, Databases, JIRA, Oracle, Requirements Gathering, SOA, Software Project..., Test Planning, Test Management, User Acceptance Testing, Unix, Visual Basic, Software Quality..., XML, Testing, Requirements Analysis, Web Services, Regression Testing, Test Cases, System Testing, Perl, HP QTP, HP Quality Center
Education
MS University of Baroda 1995 — 1999
Civil Engineering, Civil Engineering
Rosary
Ruhr University Bochum
MSc, Computational Engineering
Wellington Management June 2011 - Present
Charles River Development January 2010 - June 2011
Fidelity 2006 - 2009
Fidelity Investments 2005 - 2006
Carlson Marketing Group 2005 - 2005
shyam llc 2004 - 2005
Institute of neuroinformatik February 2002 - October 2003
Skills
Agile Methodologies, Test Automation, Quality Center, Scrum, Manual Testing, Quality Assurance, Project Planning, Conflict Resolution, Trade and Regulatory..., Trading Workflows, PL/SQL, SQL, C++, SDLC, QTP, Test Strategy, LoadRunner, Agile Testing, Databases, JIRA, Oracle, Requirements Gathering, SOA, Software Project..., Test Planning, Test Management, User Acceptance Testing, Unix, Visual Basic, Software Quality..., XML, Testing, Requirements Analysis, Web Services, Regression Testing, Test Cases, System Testing, Perl, HP QTP, HP Quality Center
Education
MS University of Baroda 1995 — 1999
Civil Engineering, Civil Engineering
Rosary
Ruhr University Bochum
MSc, Computational Engineering
Eric Fleischer's Fidelity Experience September 2007 - October 2012
Job Director, Institutional Planning and Workforce Management at TD Ameritrade
Industry Banking
Experience
TD Ameritrade July 2013 - Present
TD Ameritrade October 2012 - July 2013
Fidelity September 2007 - October 2012
Citigroup October 2005 - September 2007
Citigroup November 2001 - October 2005
Accenture January 2001 - November 2001
Skills
Direct Marketing, Communications Audits, Continuous Improvement, Process Redesign, Database Marketing, Analytics, Segmentation, Business Analysis, Financial Services, Vendor Management, Business Intelligence, Process Improvement, Credit Cards, Customer Acquisition, SAS, CRM, Data Analysis, Customer Analysis, Predictive Analytics, Project Management, SDLC, Team Management, Business Process..., Leadership, Project Planning, Business Requirements, Relationship Management, Management
Education
CIMBA, Asolo, Italy 2000 — 2000
MBA, International Business
Texas Tech University - Rawls College of Business 1999 — 2000
MBA, Entrepreneurial Management
Texas Tech University - Rawls College of Business 1995 — 1999
Marketing
TD Ameritrade July 2013 - Present
TD Ameritrade October 2012 - July 2013
Fidelity September 2007 - October 2012
Citigroup October 2005 - September 2007
Citigroup November 2001 - October 2005
Accenture January 2001 - November 2001
Skills
Direct Marketing, Communications Audits, Continuous Improvement, Process Redesign, Database Marketing, Analytics, Segmentation, Business Analysis, Financial Services, Vendor Management, Business Intelligence, Process Improvement, Credit Cards, Customer Acquisition, SAS, CRM, Data Analysis, Customer Analysis, Predictive Analytics, Project Management, SDLC, Team Management, Business Process..., Leadership, Project Planning, Business Requirements, Relationship Management, Management
Education
CIMBA, Asolo, Italy 2000 — 2000
MBA, International Business
Texas Tech University - Rawls College of Business 1999 — 2000
MBA, Entrepreneurial Management
Texas Tech University - Rawls College of Business 1995 — 1999
Marketing
Bob Sobolewski's Fidelity Experience May 1998 - February 2009
Job Vice President, Program Management, BNY Mellon
Industry Financial Services
Experience
Brown Brothers Harriman May 2010 - March 2013
Fidelity May 1998 - February 2009
Fidelity Investments 1998 - February 2009
Skills
Project Management, Strategy, Management, Software Documentation, Business Process, Business Strategy, Budgets, Product Development, Negotiation, Business Analysis, SDLC, Vendor Management, Risk Management, Financial Services, Process Improvement, Program Management, Business Process..., Leadership, PMO, CRM, Project Portfolio..., Software Project..., Requirements Analysis, Business Requirements, Business Intelligence, Requirements Gathering, PMP, Relationship Management, Analysis, IT Strategy, Visio, Mutual Funds
Education
Stonehill College 1984 — 1988
Bachelor of Arts (BA), Communications
Brown Brothers Harriman May 2010 - March 2013
Fidelity May 1998 - February 2009
Fidelity Investments 1998 - February 2009
Skills
Project Management, Strategy, Management, Software Documentation, Business Process, Business Strategy, Budgets, Product Development, Negotiation, Business Analysis, SDLC, Vendor Management, Risk Management, Financial Services, Process Improvement, Program Management, Business Process..., Leadership, PMO, CRM, Project Portfolio..., Software Project..., Requirements Analysis, Business Requirements, Business Intelligence, Requirements Gathering, PMP, Relationship Management, Analysis, IT Strategy, Visio, Mutual Funds
Education
Stonehill College 1984 — 1988
Bachelor of Arts (BA), Communications
Steve Aronson's Fidelity Experience 2004 - 2006
Job Business Systems Sr. Advisor at Dell Services for Harvard Pilgrim Health Care
Industry Information Technology and Services
Experience
Dell August 2013 - Present
LeapFrog Systems February 2013 - August 2013
TJX July 2012 - February 2013
Avid Technology February 2012 - July 2012
Mercer HR Services July 2006 - February 2012
Camiant 2009 - 2011
softscape 2006 - 2006
Fidelity 2004 - 2006
Workscape 2002 - 2004
John Hancock Life Insurance Company (U.S.A.) 1998 - 2002
Skills
SDLC, Insurance, Vendor Management, MS Project, Data Analysis, Business Analysis, Systems Analysis, Quality Assurance, User Acceptance Testing, Software Project..., Access, Requirements Gathering, Requirements Analysis, Management, Business Requirements, Visio, Training, Knowledge Management, Outsourcing, Business Process..., Business Process, Software Documentation, Agile Methodologies, Business Intelligence, Process Improvement, Integration, Databases, PMP
Education
Northeastern University 1972 — 1977
Bachelor's degree, Secondary Education and Teaching
Dell August 2013 - Present
LeapFrog Systems February 2013 - August 2013
TJX July 2012 - February 2013
Avid Technology February 2012 - July 2012
Mercer HR Services July 2006 - February 2012
Camiant 2009 - 2011
softscape 2006 - 2006
Fidelity 2004 - 2006
Workscape 2002 - 2004
John Hancock Life Insurance Company (U.S.A.) 1998 - 2002
Skills
SDLC, Insurance, Vendor Management, MS Project, Data Analysis, Business Analysis, Systems Analysis, Quality Assurance, User Acceptance Testing, Software Project..., Access, Requirements Gathering, Requirements Analysis, Management, Business Requirements, Visio, Training, Knowledge Management, Outsourcing, Business Process..., Business Process, Software Documentation, Agile Methodologies, Business Intelligence, Process Improvement, Integration, Databases, PMP
Education
Northeastern University 1972 — 1977
Bachelor's degree, Secondary Education and Teaching
Madhvi Kohli's Fidelity Experience 2004 - 2005
Job SAP HCM / HR Process Practitioner
Industry Human Resources
Experience
Capital Group November 2005 - July 2008
Fidelity 2004 - 2005
IBM 2002 - 2004
Wipro Technologies 2000 - 2002
Education
Tata Institute of Social Sciences 1998 — 2000
Sri Venkateswara University 1995 — 1998
BA, Sociology
Capital Group November 2005 - July 2008
Fidelity 2004 - 2005
IBM 2002 - 2004
Wipro Technologies 2000 - 2002
Education
Tata Institute of Social Sciences 1998 — 2000
Sri Venkateswara University 1995 — 1998
BA, Sociology
Andrew Labonte's Fidelity Experience 2003 - 2006
Job Tax Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2006 - Present
Fidelity 2003 - 2006
Education
Southern New Hampshire University 2005 — 2009
Master of Business Administration (M.B.A.)
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
B.S., Business Administration
Fidelity Investments July 2006 - Present
Fidelity 2003 - 2006
Education
Southern New Hampshire University 2005 — 2009
Master of Business Administration (M.B.A.)
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
B.S., Business Administration
Christian Jeri's Fidelity Experience January 2007 - Present
Job Senior Risk Analyst at Fidelity
Industry Financial Services
Experience
Fidelity January 2007 - Present
Bank of America 2005 - 2006
JPMorgan Chase 2005 - 2005
Smith Barney 2004 - 2005
Education
Suffolk University - Sawyer Business School 2003 — 2005
Universidad del Pacífico (PE) 1991 — 1997
Fidelity January 2007 - Present
Bank of America 2005 - 2006
JPMorgan Chase 2005 - 2005
Smith Barney 2004 - 2005
Education
Suffolk University - Sawyer Business School 2003 — 2005
Universidad del Pacífico (PE) 1991 — 1997
Christine Ferent's Fidelity Experience June 2007 - March 2009
Job Director of Project Management
Industry Financial Services
Experience
Fidelity June 2007 - March 2009
Education
Suffolk University - Sawyer Business School 1998 — 2000
Fidelity June 2007 - March 2009
Education
Suffolk University - Sawyer Business School 1998 — 2000
Tara (Eirich) McCarten's Fidelity Experience 1996 - 1998
Job Managing Director, Chief Administrative Officer
Industry Financial Services
Experience
Pershing: Managed Investments, Lockwood and Albridge August 2008 - Present
Pershing Managed Account Solutions (Formerly Lockwood) August 2008 - July 2010
Morgan Stanley 2005 - 2008
The MONY Group 2000 - 2004
Lehman Brothers 1998 - 2000
Fidelity 1996 - 1998
Skills
Managed Accounts, Correspondent Clearing, Prime Brokerage, Administration, Account Management, Contract Negotiation, Operations Management, Vendor Management
Education
Saint Joseph's University 1987 — 1991
BS, Business Administration
Manasquan High School 1983 — 1987
College Prep
Sea Girt Elementary 1975 — 1983
Pershing: Managed Investments, Lockwood and Albridge August 2008 - Present
Pershing Managed Account Solutions (Formerly Lockwood) August 2008 - July 2010
Morgan Stanley 2005 - 2008
The MONY Group 2000 - 2004
Lehman Brothers 1998 - 2000
Fidelity 1996 - 1998
Skills
Managed Accounts, Correspondent Clearing, Prime Brokerage, Administration, Account Management, Contract Negotiation, Operations Management, Vendor Management
Education
Saint Joseph's University 1987 — 1991
BS, Business Administration
Manasquan High School 1983 — 1987
College Prep
Sea Girt Elementary 1975 — 1983
Todd Curley's Fidelity Experience November 2000 - December 2010
Job Lead Regional Support Tech
Industry Telecommunications
Experience
Fidelity Investments 2000 - Present
Fidelity November 2000 - December 2010
Skills
Vendor Management, Disaster Recovery, Visio, ITIL, SDLC, Active Directory, Business Analysis, Process Improvement, Requirements Analysis, SharePoint, Windows Server, Troubleshooting, IT Operations, Incident Management, System Deployment, IT Management, Unix, Technical Support, Security, Software Documentation
Education
Providence College 1985 — 1989
Fidelity Investments 2000 - Present
Fidelity November 2000 - December 2010
Skills
Vendor Management, Disaster Recovery, Visio, ITIL, SDLC, Active Directory, Business Analysis, Process Improvement, Requirements Analysis, SharePoint, Windows Server, Troubleshooting, IT Operations, Incident Management, System Deployment, IT Management, Unix, Technical Support, Security, Software Documentation
Education
Providence College 1985 — 1989
Saigopal Machiraju's Fidelity Experience July 2006 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity July 2006 - Present
Supervalu Inc 2006 - 2006
Shaws 2001 - 2006
CMC Ltd 1995 - 1999
CMC Ltd, Hyderabad, India 1995 - 1999
Skills
PL/SQL, Unix Shell Scripting, Data Modeling, Data Warehousing, Informatica, ETL, Oracle, Unix, SDLC, Performance Tuning, SOA, SQL Tuning, Database Design, Enterprise Architecture, SQL, Solaris, Oracle RAC, Agile Methodologies, Requirements Analysis, Data Integration, Data Warehouse..., Shell Scripting, DB2
Education
Osmania University 2000 — 2004
Osmania University
Fidelity July 2006 - Present
Supervalu Inc 2006 - 2006
Shaws 2001 - 2006
CMC Ltd 1995 - 1999
CMC Ltd, Hyderabad, India 1995 - 1999
Skills
PL/SQL, Unix Shell Scripting, Data Modeling, Data Warehousing, Informatica, ETL, Oracle, Unix, SDLC, Performance Tuning, SOA, SQL Tuning, Database Design, Enterprise Architecture, SQL, Solaris, Oracle RAC, Agile Methodologies, Requirements Analysis, Data Integration, Data Warehouse..., Shell Scripting, DB2
Education
Osmania University 2000 — 2004
Osmania University
Stephanie Waters, PMP's Fidelity Experience December 2006 - August 2009
Job Project Lead at ACS, a Xerox Company
Industry Human Resources
Experience
ACS, a Xerox Company June 2010 - Present
Fidelity December 2006 - August 2009
Fidelity Investments December 2006 - June 2008
Ceridian June 2004 - November 2006
Ceridian March 2002 - June 2004
Great Lakes Strategies March 2001 - March 2002
Great Lakes Strategies March 2000 - March 2001
Providence Hospital August 1991 - March 2000
Education
Oakland University 1997 — 2002
ACS, a Xerox Company June 2010 - Present
Fidelity December 2006 - August 2009
Fidelity Investments December 2006 - June 2008
Ceridian June 2004 - November 2006
Ceridian March 2002 - June 2004
Great Lakes Strategies March 2001 - March 2002
Great Lakes Strategies March 2000 - March 2001
Providence Hospital August 1991 - March 2000
Education
Oakland University 1997 — 2002
Jesse Stanesa's Fidelity Experience December 2006 - Present
Job Government Relations Executive at Fidelity
Industry Financial Services
Experience
Fidelity December 2006 - Present
Senator Pacheco's Office 2001 - 2006
Skills
Public Policy, Policy Analysis, Public Speaking, Politics, Government, Community Outreach, Nonprofits, Policy, Political Campaigns, Fundraising
Education
Suffolk University Law School 2004 — 2007
University of Massachusetts, Amherst 1989 — 1993
B.A., Political Science
Fidelity December 2006 - Present
Senator Pacheco's Office 2001 - 2006
Skills
Public Policy, Policy Analysis, Public Speaking, Politics, Government, Community Outreach, Nonprofits, Policy, Political Campaigns, Fundraising
Education
Suffolk University Law School 2004 — 2007
University of Massachusetts, Amherst 1989 — 1993
B.A., Political Science
Joel Shortlidge's Fidelity Experience Stock Plan ConsultantFidelity InvestmentsDecember 2013 - Present
Job Stock Plan Consultant
Industry Financial Services
Experience
Fidelity Stock Plan ConsultantFidelity InvestmentsDecember 2013 - Present
Education
Purdue University 1997 — 2001
Fidelity Stock Plan ConsultantFidelity InvestmentsDecember 2013 - Present
Education
Purdue University 1997 — 2001
Doug Payne's Fidelity Experience 2005 - September 2008
Job Assistant Treasurer at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors September 2008 - Present
Fidelity 2005 - September 2008
PCG 2003 - 2005
State Street 1998 - 2003
NewsEdge March 1997 - 1998
Thomson Financial 1995 - 1997
Skills
Business Analysis, Investments, Strategy, Product Management, Financial Services, Mutual Funds, Competitive Analysis, Securities, Business Development, Fixed Income, Equities, Relationship Management, Finance, Analysis, Management, Hedge Funds, Portfolio Management, Asset Management, Alternative Investments, Investment Management, Bloomberg, Derivatives
Education
Saginaw Valley State University - College of Business and Management
BbA, Accounting & Economics
Pyramis Global Advisors September 2008 - Present
Fidelity 2005 - September 2008
PCG 2003 - 2005
State Street 1998 - 2003
NewsEdge March 1997 - 1998
Thomson Financial 1995 - 1997
Skills
Business Analysis, Investments, Strategy, Product Management, Financial Services, Mutual Funds, Competitive Analysis, Securities, Business Development, Fixed Income, Equities, Relationship Management, Finance, Analysis, Management, Hedge Funds, Portfolio Management, Asset Management, Alternative Investments, Investment Management, Bloomberg, Derivatives
Education
Saginaw Valley State University - College of Business and Management
BbA, Accounting & Economics
Dat Vo's Fidelity Experience 2006 - 2007
Job Vice President, Global Technology, JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2007 - Present
Fidelity 2006 - 2007
Sybase, Inc. 2000 - 2006
Education
South Texas College of Law 2013 — 2016
University of Massachusetts Boston 2003 — 2006
MBA
University of Massachusetts Boston 1995 — 2000
BS, Management Information System
JPMorgan Chase 2007 - Present
Fidelity 2006 - 2007
Sybase, Inc. 2000 - 2006
Education
South Texas College of Law 2013 — 2016
University of Massachusetts Boston 2003 — 2006
MBA
University of Massachusetts Boston 1995 — 2000
BS, Management Information System
David Savino's Fidelity Experience August 2006 - August 2011
Job Vice President Service Delivery at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments August 2011 - Present
Fidelity August 2006 - August 2011
Education
Saint Anselm College 1994 — 1998
Fidelity Investments August 2011 - Present
Fidelity August 2006 - August 2011
Education
Saint Anselm College 1994 — 1998
Irwin Kraus's Fidelity Experience 1987 - 1988
Job GSI Presales Consultant at Hitachi Data Systems
Industry Information Technology and Services
Experience
Hitachi Data Systems January 2013 - Present
Gridiron Systems March 2010 - December 2012
Verari Systems 2007 - March 2010
Platform Solutions 2004 - 2007
EMC 2001 - 2004
Amdahl Corp/Fujitsu Technology Systems 1988 - 2001
Fidelity 1987 - 1988
Skills
Storage, Virtualization, Cloud Computing, Storage Area Networks, Pre-sales, Enterprise Architecture, Presentations, Training, Writing, Databases, Programming Languages, System Design, Product Management, NetApp, VMware, SAN, Enterprise Software, Enterprise Storage, Data Center, Management, EMC Storage, Storage Virtualization, Solaris, Solution Selling, Professional Services, Storage Solutions, Solution Architecture, System Architecture, Hardware, Start-ups, Disaster Recovery, NAS, iSCSI, Business Alliances, Managed Services, Storage Management, SaaS, Security, High Availability, Business Continuity, Architecture, Fibre Channel, Storage Architecture, Channel Partners, Go-to-market Strategy, Backup Solutions, Sales Enablement, SMB, HP
Education
University of Kansas - Graduate School of Business 1982 — 1983
Rockhurst University
Bachelor of Science (BS), Finance and Economics
Hitachi Data Systems January 2013 - Present
Gridiron Systems March 2010 - December 2012
Verari Systems 2007 - March 2010
Platform Solutions 2004 - 2007
EMC 2001 - 2004
Amdahl Corp/Fujitsu Technology Systems 1988 - 2001
Fidelity 1987 - 1988
Skills
Storage, Virtualization, Cloud Computing, Storage Area Networks, Pre-sales, Enterprise Architecture, Presentations, Training, Writing, Databases, Programming Languages, System Design, Product Management, NetApp, VMware, SAN, Enterprise Software, Enterprise Storage, Data Center, Management, EMC Storage, Storage Virtualization, Solaris, Solution Selling, Professional Services, Storage Solutions, Solution Architecture, System Architecture, Hardware, Start-ups, Disaster Recovery, NAS, iSCSI, Business Alliances, Managed Services, Storage Management, SaaS, Security, High Availability, Business Continuity, Architecture, Fibre Channel, Storage Architecture, Channel Partners, Go-to-market Strategy, Backup Solutions, Sales Enablement, SMB, HP
Education
University of Kansas - Graduate School of Business 1982 — 1983
Rockhurst University
Bachelor of Science (BS), Finance and Economics
Roy McFadden's Fidelity Experience 2004 - 2006
Job Director at Veritas Total Solutions
Industry Oil & Energy
Experience
Veritas Total Solutions June 2012 - Present
Prognosis Health Information Systems May 2008 - June 2012
MRE Consulting July 2006 - May 2008
MRE June 2006 - May 2008
Sirius Solutions 2007 - 2007
Sirius Solutions LLLC March 2005 - June 2006
Fidelity 2004 - 2006
Lehman Brothers 2004 - 2005
Accenture 1998 - 2005
Education
Texas State University-San Marcos 1990 — 1994
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Veritas Total Solutions June 2012 - Present
Prognosis Health Information Systems May 2008 - June 2012
MRE Consulting July 2006 - May 2008
MRE June 2006 - May 2008
Sirius Solutions 2007 - 2007
Sirius Solutions LLLC March 2005 - June 2006
Fidelity 2004 - 2006
Lehman Brothers 2004 - 2005
Accenture 1998 - 2005
Education
Texas State University-San Marcos 1990 — 1994
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Mahoney, Blake's Fidelity Experience August 2006 - May 2008
Job Financial Consultant with Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
Fidelity Investments October 2013 - April 2014
Pandolfe's Auto Parts May 2012 - October 2013
Fidelity Investments May 2008 - May 2012
Fidelity August 2006 - May 2008
Classic City Offroad January 2004 - August 2006
Education
The University of Georgia 2001 — 2006
Bachelor's Degree, American History (United States)
Charles Schwab April 2014 - Present
Fidelity Investments October 2013 - April 2014
Pandolfe's Auto Parts May 2012 - October 2013
Fidelity Investments May 2008 - May 2012
Fidelity August 2006 - May 2008
Classic City Offroad January 2004 - August 2006
Education
The University of Georgia 2001 — 2006
Bachelor's Degree, American History (United States)
Marienne Wolke's Fidelity Experience June 2007 - May 2008
Job Configuration Manager at CMI Inc
Industry Information Services
Experience
Configuration Management, Inc. November 2011 - August 2015
DSPcon, a division of CDI Aerospace October 2010 - October 2011
L-3 Communications May 2008 - October 2010
Fidelity June 2007 - May 2008
Lucent Technologies 2000 - 2006
AT&T December 1991 - October 1999
Skills
Release Management, Requirements Analysis, System Deployment, Change Management, Configuration Management, SDLC, SQL, CMMI, Software Configuration..., Testing, ClearCase, Perl, Agile Methodologies, HTML, Integration, Software Development, Shell Scripting, Unix Shell Scripting, ClearQuest, Unix, Software Engineering, Solaris, Continuous Integration, Scrum, JIRA, Subversion, Ant
Education
Rutgers University-New Brunswick 1985 — 1988
Configuration Management, Inc. November 2011 - August 2015
DSPcon, a division of CDI Aerospace October 2010 - October 2011
L-3 Communications May 2008 - October 2010
Fidelity June 2007 - May 2008
Lucent Technologies 2000 - 2006
AT&T December 1991 - October 1999
Skills
Release Management, Requirements Analysis, System Deployment, Change Management, Configuration Management, SDLC, SQL, CMMI, Software Configuration..., Testing, ClearCase, Perl, Agile Methodologies, HTML, Integration, Software Development, Shell Scripting, Unix Shell Scripting, ClearQuest, Unix, Software Engineering, Solaris, Continuous Integration, Scrum, JIRA, Subversion, Ant
Education
Rutgers University-New Brunswick 1985 — 1988
Sarah Thibault (Power)'s Fidelity Experience July 2008 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity July 2008 - Present
Fidelity Investments 2004 - 2008
Fidelity Investments 2002 - 2004
Fidelity Investments 1999 - 2002
Skills
Financial Services, Mutual Funds, Fund Accounting, Securities, Corporate Actions, Bloomberg, Equities, Hedge Funds, Asset Management, Middle Office, Back Office, Fixed Income, Alternative Investments, Fund Administration
Education
Suffolk University - Sawyer Business School 2000 — 2002
MBA
Stonehill College 1995 — 1999
Fidelity July 2008 - Present
Fidelity Investments 2004 - 2008
Fidelity Investments 2002 - 2004
Fidelity Investments 1999 - 2002
Skills
Financial Services, Mutual Funds, Fund Accounting, Securities, Corporate Actions, Bloomberg, Equities, Hedge Funds, Asset Management, Middle Office, Back Office, Fixed Income, Alternative Investments, Fund Administration
Education
Suffolk University - Sawyer Business School 2000 — 2002
MBA
Stonehill College 1995 — 1999
Katherine Leo Smith's Fidelity Experience June 2004 - May 2006
Job Institutional Sales/Relationship Mgmt
Industry Financial Services
Experience
Brown Advisory March 2012 - Present
Eaton Vance May 2006 - February 2012
Fidelity June 2004 - May 2006
Mellon Financial June 2001 - June 2004
Skills
Series 7, Series 6, Series 63, Series 65, Mutual Funds, Separately Managed..., Investment Strategies, Asset Management, Investment Management, Sales, Securities, Investment Advisory, Invertebrate Zoology
Education
Providence College 1997 — 2001
Bachelor of Arts (BA)
The Williams School 1993 — 1997
Brown Advisory March 2012 - Present
Eaton Vance May 2006 - February 2012
Fidelity June 2004 - May 2006
Mellon Financial June 2001 - June 2004
Skills
Series 7, Series 6, Series 63, Series 65, Mutual Funds, Separately Managed..., Investment Strategies, Asset Management, Investment Management, Sales, Securities, Investment Advisory, Invertebrate Zoology
Education
Providence College 1997 — 2001
Bachelor of Arts (BA)
The Williams School 1993 — 1997
Winnie Shek's Fidelity Experience May 2011 - March 2015
Job Senior Risk Manager at Fidelity Charitable
Industry Financial Services
Experience
Fidelity Charitable March 2015 - Present
Fidelity May 2011 - March 2015
Veritude, A Fidelity Investments Company August 2004 - May 2011
Sprint 1996 - 2001
Education
The University of Dallas 2013 — 2014
Master of Science (M.S.), Cybersecurity, 4.0 GPA
University of North Texas
Bachelor of Science (B.S.), Business Computer Information Systems with Minor in Marketing
Fidelity Charitable March 2015 - Present
Fidelity May 2011 - March 2015
Veritude, A Fidelity Investments Company August 2004 - May 2011
Sprint 1996 - 2001
Education
The University of Dallas 2013 — 2014
Master of Science (M.S.), Cybersecurity, 4.0 GPA
University of North Texas
Bachelor of Science (B.S.), Business Computer Information Systems with Minor in Marketing
Debbi DeSimone's Fidelity Experience Administrative AssistantKB HomeMay 2005 - March 2007
Job Escrow Assistant at Fidelity
Industry Real Estate
Experience
Fidelity Administrative AssistantKB HomeMay 2005 - March 2007
Education
Texas State University 1997 — 2001
Fidelity Administrative AssistantKB HomeMay 2005 - March 2007
Education
Texas State University 1997 — 2001
Georg Stübler's Fidelity Experience 2001 - 2004
Job Sales Manager at HDI Gerling Financial Services
Industry Investment Banking
Experience
HDI Gerling Financial Services 2009 - Present
Skandia Austria Holding AG 2004 - 2008
Fidelity 2001 - 2004
Skills
Equities, Derivatives
Education
The Open University
2014
HDI Gerling Financial Services 2009 - Present
Skandia Austria Holding AG 2004 - 2008
Fidelity 2001 - 2004
Skills
Equities, Derivatives
Education
The Open University
2014
Rick Thau's Fidelity Experience Vice President, Editorial ServicesFidelity Investments1995 - Present
Job VP at Fidelity
Industry Financial Services
Experience
Fidelity Vice President, Editorial ServicesFidelity Investments1995 - Present
Wang Laboratories 1983 - 1989
Skills
Internal Communications, Mutual Funds, Public Speaking, Thought Leadership, Strategic Communications, Financial Services, Marketing Communications, Corporate Communications, Investments, Alternative Investments, Strategy, Copywriting, Relationship Management, Equities, Series 7, Investor Relations, Series 63
Education
Union College 1972 — 1976
BA, History
Fidelity Vice President, Editorial ServicesFidelity Investments1995 - Present
Wang Laboratories 1983 - 1989
Skills
Internal Communications, Mutual Funds, Public Speaking, Thought Leadership, Strategic Communications, Financial Services, Marketing Communications, Corporate Communications, Investments, Alternative Investments, Strategy, Copywriting, Relationship Management, Equities, Series 7, Investor Relations, Series 63
Education
Union College 1972 — 1976
BA, History
Klaus Gensheimer's Fidelity Experience 1996 - 1999
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Fidelity 1996 - 1999
Young & Rubicam Group 1978 - 1989
Skills
Interactive Advertising, Integrated Marketing, Copywriting, Creative Direction, Social Media Marketing, Advertising, Creative Strategy, Digital Marketing, Interactive Marketing, Social Media, Marketing Strategy, Marketing Communications, Brand Development, Art Direction, Corporate Branding, Digital Strategy, Online Advertising, Direct Marketing, Direct Mail, Marketing, Web Design, Outdoor Advertising
Education
Northwestern University 1967 — 1968
MSJ, Advertising
Fidelity 1996 - 1999
Young & Rubicam Group 1978 - 1989
Skills
Interactive Advertising, Integrated Marketing, Copywriting, Creative Direction, Social Media Marketing, Advertising, Creative Strategy, Digital Marketing, Interactive Marketing, Social Media, Marketing Strategy, Marketing Communications, Brand Development, Art Direction, Corporate Branding, Digital Strategy, Online Advertising, Direct Marketing, Direct Mail, Marketing, Web Design, Outdoor Advertising
Education
Northwestern University 1967 — 1968
MSJ, Advertising
Will Zafiropoulo's Fidelity Experience Sales Support AssociateBank of America2001 - 2006
Job Head Honcho at Fidelity
Industry Financial Services
Experience
Fidelity Sales Support AssociateBank of America2001 - 2006
Education
Northeastern University 1993 — 1998
Fidelity Sales Support AssociateBank of America2001 - 2006
Education
Northeastern University 1993 — 1998
Jennifer Durgin-Strong's Fidelity Experience 2000 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity 2000 - 2007
Tufts Health Plan 1998 - October 2000
Sears 1997 - 1999
CVS 1995 - 1997
Education
Salve Regina University 1994 — 1998
Fidelity 2000 - 2007
Tufts Health Plan 1998 - October 2000
Sears 1997 - 1999
CVS 1995 - 1997
Education
Salve Regina University 1994 — 1998
Julianne Kaputa, CEP's Fidelity Experience July 2009 - Present
Job Solutions Architect at Fidelity
Industry Financial Services
Experience
fidelity July 2009 - Present
Fidelity Investments 2000 - 2007
Education
Syracuse University 1992 — 1996
fidelity July 2009 - Present
Fidelity Investments 2000 - 2007
Education
Syracuse University 1992 — 1996
Joy Grover's Fidelity Experience 2004 - 2006
Job Project Manager, Population Health Management at Partners HealthCare
Industry Hospital & Health Care
Experience
Partners HealthCare October 2014 - Present
Partners Community Healthcare, Inc October 2012 - October 2014
Partners Community HealthCare, Inc May 2010 - October 2012
Partners Healthcare System March 2008 - May 2010
World Congress March 2007 - March 2008
Northeast Human Resource Association August 2006 - March 2007
Fidelity 2004 - 2006
Fidelity Investments 2004 - 2006
Skills
Healthcare, Event Planning, Event Management, Management, Program Development, Customer Service, PowerPoint, Software Documentation, Research, Data Analysis, Analysis, Public Speaking, Program Management
Education
Providence College 1996 — 2000
B.S, Management
Northeastern University
Certificate in Meeting/Event Management
Partners HealthCare October 2014 - Present
Partners Community Healthcare, Inc October 2012 - October 2014
Partners Community HealthCare, Inc May 2010 - October 2012
Partners Healthcare System March 2008 - May 2010
World Congress March 2007 - March 2008
Northeast Human Resource Association August 2006 - March 2007
Fidelity 2004 - 2006
Fidelity Investments 2004 - 2006
Skills
Healthcare, Event Planning, Event Management, Management, Program Development, Customer Service, PowerPoint, Software Documentation, Research, Data Analysis, Analysis, Public Speaking, Program Management
Education
Providence College 1996 — 2000
B.S, Management
Northeastern University
Certificate in Meeting/Event Management
Gretchen Whiting's Fidelity Experience August 2004 - March 2008
Job Global Process Management Lead at John Hancock Financial Services / Manulife Financial
Industry Information Services
Experience
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) April 2011 - March 2013
John Hancock through TEKsystems December 2009 - June 2011
Fidelity Investments March 2008 - February 2009
Fidelity August 2004 - March 2008
BMB Associates, Inc. @ Muro Pharmaceutical, Inc. August 1994 - July 2004
Skills
Management, Vendor Management, Time Management, SDLC, Business Analysis
Education
Southern New Hampshire University 1987 — 1991
Lansdowne College 1990 — 1990
UK History, UK Politics, UK Literature, UK Arts
John Hancock Financial Services March 2013 - Present
John Hancock Life Insurance Company (U.S.A.) April 2011 - March 2013
John Hancock through TEKsystems December 2009 - June 2011
Fidelity Investments March 2008 - February 2009
Fidelity August 2004 - March 2008
BMB Associates, Inc. @ Muro Pharmaceutical, Inc. August 1994 - July 2004
Skills
Management, Vendor Management, Time Management, SDLC, Business Analysis
Education
Southern New Hampshire University 1987 — 1991
Lansdowne College 1990 — 1990
UK History, UK Politics, UK Literature, UK Arts
Brett Tooley's Fidelity Experience 2000 - 2007
Job Inheritor Services Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments February 2008 - September 2012
Fidelity Investments 2000 - 2008
fidelity 2000 - 2007
Education
The University of Texas at Dallas - School of Management 2004 — 2007
Master of Business Administration (M.B.A.), Financial Planning and Services
The University of Texas at Arlington - College of Business 1995 — 2000
BBA, Marketing
Fidelity Investments September 2012 - Present
Fidelity Investments February 2008 - September 2012
Fidelity Investments 2000 - 2008
fidelity 2000 - 2007
Education
The University of Texas at Dallas - School of Management 2004 — 2007
Master of Business Administration (M.B.A.), Financial Planning and Services
The University of Texas at Arlington - College of Business 1995 — 2000
BBA, Marketing
Steve DeFrancesco's Fidelity Experience January 2005 - January 2007
Job User Experience Consultant Interaction Design at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2011 - Present
Merrill Lynch February 2011 - August 2011
Fidelity Investments September 2001 - February 2011
Fidelity January 2005 - January 2007
Tanning Technology 2000 - 2001
Scudder Investments 1991 - 1995
Skills
Information Architecture, User Experience, Content Strategy, Interaction Design, Usability, Wireframes, Usability Testing, User Experience Design, User Interface Design, User-centered Design, Persona, Information Design, User Research, Usability Engineering, User Scenarios, Experience Design, Web Design, User Interface, Agile Methodologies, Management
Education
Northeastern University
BS, Economics and Finance
TIAA-CREF July 2011 - Present
Merrill Lynch February 2011 - August 2011
Fidelity Investments September 2001 - February 2011
Fidelity January 2005 - January 2007
Tanning Technology 2000 - 2001
Scudder Investments 1991 - 1995
Skills
Information Architecture, User Experience, Content Strategy, Interaction Design, Usability, Wireframes, Usability Testing, User Experience Design, User Interface Design, User-centered Design, Persona, Information Design, User Research, Usability Engineering, User Scenarios, Experience Design, Web Design, User Interface, Agile Methodologies, Management
Education
Northeastern University
BS, Economics and Finance
Terriann Baker's Fidelity Experience Sr. Project ManagerFidelity Investments2007 - Present
Job Sr. Project Manager at Fidelity
Industry Information Technology and Services
Experience
Fidelity Sr. Project ManagerFidelity Investments2007 - Present
Education
Quinsigamond Community College 1985 — 1994
Associate's degree, Business Administration and Management, General
Fidelity Sr. Project ManagerFidelity Investments2007 - Present
Education
Quinsigamond Community College 1985 — 1994
Associate's degree, Business Administration and Management, General
Ihab Massry's Fidelity Experience August 2007 - Present
Job Vice President at Fidleity
Industry Capital Markets
Experience
Fidelity August 2007 - Present
Education
Rutgers, The State University of New Jersey-Newark
Fidelity August 2007 - Present
Education
Rutgers, The State University of New Jersey-Newark
Stacy Moriarty's Fidelity Experience 2005 - Present
Job Compliance Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity 2005 - Present
Fidelity Investments Instutional Services Retirement Co. (FIIS) 2005 - Present
Fidelity Investments December 2004 - Present
Putnam Investments October 1994 - September 1998
Education
Suffolk University 1989 — 2003
Fidelity 2005 - Present
Fidelity Investments Instutional Services Retirement Co. (FIIS) 2005 - Present
Fidelity Investments December 2004 - Present
Putnam Investments October 1994 - September 1998
Education
Suffolk University 1989 — 2003
Christopher McFarland's Fidelity Experience 1999 - 2003
Job Regional Sales Consultant, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
John Hancock Financial Services 2006 - 2011
Fidelity 1999 - 2003
Putnam Investments 1996 - 1999
Education
Syracuse University 1991 — 1995
Suffolk University
Master of Business Administration (MBA)
Fidelity Investments November 2011 - Present
John Hancock Financial Services 2006 - 2011
Fidelity 1999 - 2003
Putnam Investments 1996 - 1999
Education
Syracuse University 1991 — 1995
Suffolk University
Master of Business Administration (MBA)
Richard Noonan's Fidelity Experience 1990 - 2007
Job Vice President at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors April 2007 - Present
Fidelity Investments March 2006 - April 2007
Fidelity 1990 - 2007
Fidelity Investments December 2002 - December 2005
Fidelity Investments March 1998 - October 2002
Fidelity Investments March 1994 - March 1998
Fidelity Investments August 1990 - March 1994
Education
Suffolk University 1976 — 1980
BS, Business
State Street Global Advisors April 2007 - Present
Fidelity Investments March 2006 - April 2007
Fidelity 1990 - 2007
Fidelity Investments December 2002 - December 2005
Fidelity Investments March 1998 - October 2002
Fidelity Investments March 1994 - March 1998
Fidelity Investments August 1990 - March 1994
Education
Suffolk University 1976 — 1980
BS, Business
Susan Polo's Fidelity Experience 2005 - 2007
Job Student at University of So. NH
Industry Apparel & Fashion
Experience
fidelity 2005 - 2007
Education
Southern New Hampshire University 1981 — 1985
none, Guys
fidelity 2005 - 2007
Education
Southern New Hampshire University 1981 — 1985
none, Guys
Michael Cashel's Fidelity Experience 2008 - June 2011
Job SVP at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments 2012 - Present
Fidelity Capital Markets June 2011 - August 2012
Fidelity Capital Markets September 2008 - June 2011
Fidelity 2008 - June 2011
Bear Stearns April 2006 - September 2008
Harborside Plus September 2002 - May 2005
Harborsideplus 2002 - 2005
ABN AMRO September 2000 - May 2002
Morgan Stanley 1992 - 2000
Education
St. Lawrence University 1980 — 1984
BA, English Literature
Fidelity Investments 2012 - Present
Fidelity Capital Markets June 2011 - August 2012
Fidelity Capital Markets September 2008 - June 2011
Fidelity 2008 - June 2011
Bear Stearns April 2006 - September 2008
Harborside Plus September 2002 - May 2005
Harborsideplus 2002 - 2005
ABN AMRO September 2000 - May 2002
Morgan Stanley 1992 - 2000
Education
St. Lawrence University 1980 — 1984
BA, English Literature
Judith Simches, MBA's Fidelity Experience 2007 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Fidelity 2007 - Present
Fidelity Investments October 2007 - August 2012
Skills
Financial Services, Business Analysis, Process Improvement, Requirements Analysis, Software Project..., Securities
Education
Simmons College - Simmons School of Management 1988 — 1990
MBA, Finance
Fidelity Investments August 2012 - Present
Fidelity 2007 - Present
Fidelity Investments October 2007 - August 2012
Skills
Financial Services, Business Analysis, Process Improvement, Requirements Analysis, Software Project..., Securities
Education
Simmons College - Simmons School of Management 1988 — 1990
MBA, Finance
Phil Spinks's Fidelity Experience January 2000 - January 2003
Job Tax examiner at Texas Workforce Commission
Industry Financial Services
Experience
Texas Workforce Commission July 2012 - Present
Mercer April 2011 - January 2012
Apex Global Partners2009 - 2009 September 2009 - December 2009
Bank of America March 2008 - October 2009
Lee Financial February 2008 - August 2009
Americas 401(k) February 2006 - December 2006
Countrywide Home Loans August 2005 - February 2006
Fidelity January 2000 - January 2003
Bank United Securities January 2000 - January 2000
Chase Securities of Texas January 1998 - January 2000
Education
The University of Texas at Austin
Bachelors Degree, Accounting
Texas Workforce Commission July 2012 - Present
Mercer April 2011 - January 2012
Apex Global Partners2009 - 2009 September 2009 - December 2009
Bank of America March 2008 - October 2009
Lee Financial February 2008 - August 2009
Americas 401(k) February 2006 - December 2006
Countrywide Home Loans August 2005 - February 2006
Fidelity January 2000 - January 2003
Bank United Securities January 2000 - January 2000
Chase Securities of Texas January 1998 - January 2000
Education
The University of Texas at Austin
Bachelors Degree, Accounting
YanLin Liu's Fidelity Experience May 1999 - November 2000
Job Software Engineer at The MathWorks
Industry Marketing and Advertising
Experience
The MathWorks April 2011 - Present
SuperMedia LLC February 2007 - April 2011
Senior Systems, Inc. September 2005 - February 2007
Accenture 2003 - 2005
edocs November 2000 - September 2002
Fidelity May 1999 - November 2000
Skills
Java
Education
Peking University 1993 — 1997
BS, Computer Science
The MathWorks April 2011 - Present
SuperMedia LLC February 2007 - April 2011
Senior Systems, Inc. September 2005 - February 2007
Accenture 2003 - 2005
edocs November 2000 - September 2002
Fidelity May 1999 - November 2000
Skills
Java
Education
Peking University 1993 — 1997
BS, Computer Science
Ann Rometty's Fidelity Experience Sr. ProgrammerGredau2006 - 2008
Job BA at fidelity
Industry Financial Services
Experience
fidelity Sr. ProgrammerGredau2006 - 2008
Threshold Consulting Services 2004 - 2006
Royal Caribbean International 1997 - 2003
Ford Motor Company 1984 - 1997
Education
Oakland University
fidelity Sr. ProgrammerGredau2006 - 2008
Threshold Consulting Services 2004 - 2006
Royal Caribbean International 1997 - 2003
Ford Motor Company 1984 - 1997
Education
Oakland University
Ken Rowland's Fidelity Experience 2007 - March 2012
Job Director of Vendor Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Fidelity 2007 - March 2012
Fidelity Investments 2009 - 2011
Skills
Vendor Management, Outsourcing, Relationship Management, Business Analysis, Risk Management, Cross-functional Team..., Business Process..., Financial Services, Process Improvement, Mutual Funds, Portfolio Management, Financial Analysis, Visio, Leadership, Change Management, Strategic Planning, Analysis, Strategy, IT Strategy, Team Building, Customer Service, Disaster Recovery, Team Leadership, Budgets, CRM, Contract Negotiation, Operational Risk..., Operations Management, Management, Project Portfolio..., Requirements Analysis, SDLC, Project Management, PMO, Program Management
Education
Thomas More College 1999 — 2001
Under, Business Admin
Northern Kentucky University 1985 — 1990
BA, Accounting
Fidelity Investments March 2012 - Present
Fidelity 2007 - March 2012
Fidelity Investments 2009 - 2011
Skills
Vendor Management, Outsourcing, Relationship Management, Business Analysis, Risk Management, Cross-functional Team..., Business Process..., Financial Services, Process Improvement, Mutual Funds, Portfolio Management, Financial Analysis, Visio, Leadership, Change Management, Strategic Planning, Analysis, Strategy, IT Strategy, Team Building, Customer Service, Disaster Recovery, Team Leadership, Budgets, CRM, Contract Negotiation, Operational Risk..., Operations Management, Management, Project Portfolio..., Requirements Analysis, SDLC, Project Management, PMO, Program Management
Education
Thomas More College 1999 — 2001
Under, Business Admin
Northern Kentucky University 1985 — 1990
BA, Accounting
Julie Kozelian's Fidelity Experience April 2004 - Present
Job Senior Vice President, Human Resources at Fidelity Investments
Industry Financial Services
Experience
Fidelity April 2004 - Present
Fidelity Investments 2004 - 2008
American Express 1994 - 2004
Skills
Talent Management, Organizational..., Organizational..., Performance Management, Employee Engagement, Leadership Development, Change Management, Executive Coaching, Onboarding, Relationship Management, Coaching, Succession Management
Education
Schiller University 1992 — 1993
MBA, International Managment
Simmons College 1985 — 1989
BA, Management
Fidelity April 2004 - Present
Fidelity Investments 2004 - 2008
American Express 1994 - 2004
Skills
Talent Management, Organizational..., Organizational..., Performance Management, Employee Engagement, Leadership Development, Change Management, Executive Coaching, Onboarding, Relationship Management, Coaching, Succession Management
Education
Schiller University 1992 — 1993
MBA, International Managment
Simmons College 1985 — 1989
BA, Management
Eric Saalfeld's Fidelity Experience January 2007 - November 2012
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments November 2012 - Present
Fidelity Investments 2008 - Present
Fidelity January 2007 - November 2012
Education
Northern Kentucky University 1996 — 2000
Bachelor of Science (B.S.), Corporate Finance and Investments
Fidelity Investments July 2015 - Present
Fidelity Investments November 2012 - Present
Fidelity Investments 2008 - Present
Fidelity January 2007 - November 2012
Education
Northern Kentucky University 1996 — 2000
Bachelor of Science (B.S.), Corporate Finance and Investments
Amanda Spiegel's Fidelity Experience August 2000 - September 2012
Job Voice of the Participant Lead at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments September 2012 - November 2013
Fidelity August 2000 - September 2012
Skills
Series 63, Series 6, Series 7
Education
Plymouth State University 1996 — 2000
Bachelor of Science, Business Management/Finance, Economics
Fidelity Investments December 2013 - Present
Fidelity Investments September 2012 - November 2013
Fidelity August 2000 - September 2012
Skills
Series 63, Series 6, Series 7
Education
Plymouth State University 1996 — 2000
Bachelor of Science, Business Management/Finance, Economics
Kate Kruse's Fidelity Experience October 2008 - Present
Job Senior Executive Secretary
Industry Financial Services
Experience
Fidelity October 2008 - Present
Education
Northern Kentucky University
Bachelor of Science (B.S.), Biology, General
Fidelity October 2008 - Present
Education
Northern Kentucky University
Bachelor of Science (B.S.), Biology, General
Ning Zhong's Fidelity Experience May 2006 - August 2006
Job Software Engineer at Avaya
Industry Telecommunications
Experience
Avaya December 2009 - Present
Nortel March 2007 - December 2009
Fidelity May 2006 - August 2006
UMass Lowell 2002 - 2006
Skills
TCP/IP, Routing, OSPF, Networking, Software Engineering, Switches, Linux, Ethernet, C, Network Security, SIP, IP, Data Center, Wireless, Unix, Shell Scripting, SNMP, Device Drivers, C++, ClearCase, Enterprise Software, System Architecture, Programming, Perl, Java, RIP, Embedded Software, Machine Learning, Matlab, CPLEX
Education
University of Massachusetts at Lowell 2002 — 2006
Doctor of Science, Computer Science
Sun Yat-Sen University 1999 — 2002
Master of Engineering, Computer Engineering
Avaya December 2009 - Present
Nortel March 2007 - December 2009
Fidelity May 2006 - August 2006
UMass Lowell 2002 - 2006
Skills
TCP/IP, Routing, OSPF, Networking, Software Engineering, Switches, Linux, Ethernet, C, Network Security, SIP, IP, Data Center, Wireless, Unix, Shell Scripting, SNMP, Device Drivers, C++, ClearCase, Enterprise Software, System Architecture, Programming, Perl, Java, RIP, Embedded Software, Machine Learning, Matlab, CPLEX
Education
University of Massachusetts at Lowell 2002 — 2006
Doctor of Science, Computer Science
Sun Yat-Sen University 1999 — 2002
Master of Engineering, Computer Engineering
Shannon Spencer's Fidelity Experience 2005 - 2008
Job Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2005 - Present
Fidelity 2005 - 2008
FundQuest 1999 - 2005
Skills
Strategic Planning, Software Project..., PMP, Change Management, Process Improvement, Project Management, Program Management, Business Analysis, SDLC, Requirements Analysis
Education
Providence College 1989 — 1993
BS, Finance
Fidelity Investments July 2005 - Present
Fidelity 2005 - 2008
FundQuest 1999 - 2005
Skills
Strategic Planning, Software Project..., PMP, Change Management, Process Improvement, Project Management, Program Management, Business Analysis, SDLC, Requirements Analysis
Education
Providence College 1989 — 1993
BS, Finance
Gowthaman Subbanan's Fidelity Experience 1996 - 2008
Job Executive Advisor, IT systems at CVSCaremark
Industry Information Technology and Services
Experience
CVSCaremark May 2014 - Present
CVS 2010 - 2011
Capgemini Consulting February 2009 - August 2009
Fidelity Investments June 2006 - November 2008
Patni Computer Services 2004 - 2008
Fidelity 1996 - 2008
Fidelity Investments June 2001 - May 2006
Fidelity Investments December 1996 - May 2001
Software Technology International 1996 - 2001
Fidelity Investments October 1996 - November 1996
Skills
Disaster Recovery, Software Development, WebSphere Application..., Virtualization, Enterprise Software, Unix, Solaris, Veritas Volume Manager, Data Center, SDLC, Agile Methodologies, Vendor Management, Personnel Management, Vignette, iPlanet
Education
PSG College of Technology 1989 — 1993
BE, Computer Science and Engineering
CVSCaremark May 2014 - Present
CVS 2010 - 2011
Capgemini Consulting February 2009 - August 2009
Fidelity Investments June 2006 - November 2008
Patni Computer Services 2004 - 2008
Fidelity 1996 - 2008
Fidelity Investments June 2001 - May 2006
Fidelity Investments December 1996 - May 2001
Software Technology International 1996 - 2001
Fidelity Investments October 1996 - November 1996
Skills
Disaster Recovery, Software Development, WebSphere Application..., Virtualization, Enterprise Software, Unix, Solaris, Veritas Volume Manager, Data Center, SDLC, Agile Methodologies, Vendor Management, Personnel Management, Vignette, iPlanet
Education
PSG College of Technology 1989 — 1993
BE, Computer Science and Engineering
Rebecca Benton's Fidelity Experience March 2004 - Present
Job Sr Manager Software Engineering Development Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity March 2004 - Present
Skills
SDLC, Program Management, Business Analysis, Software Development, Cross-functional Team..., Project Management, Agile Methodologies
Education
Texas Woman's University 2011 — 2012
MBA, Business
The University of Texas at Arlington - College of Business 1993 — 1997
BS, Information Systems
Fidelity March 2004 - Present
Skills
SDLC, Program Management, Business Analysis, Software Development, Cross-functional Team..., Project Management, Agile Methodologies
Education
Texas Woman's University 2011 — 2012
MBA, Business
The University of Texas at Arlington - College of Business 1993 — 1997
BS, Information Systems
Howard Cao's Fidelity Experience 2000 - Present
Job DBA at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2000 - Present
Fidelity 2000 - Present
USDA Human Nutrition Research Center on Aging at Tufts University January 1994 - October 2000
USDA Human Nutrition Research Center at Tufts 1994 - 2000
Skills
Oracle, Data Architecture, Sybase, DB2, Microsoft SQL Server, Data Warehousing, Data Modeling, SQL Tuning, ETL, PL/SQL, SDLC, Performance Tuning, Database Design, Oracle RAC, Enterprise Architecture, Database Administration, Unix Shell Scripting, Databases, RMAN, SOA, Data Integration, Business Intelligence
Education
Peking University
Ph.D., Nutritional Biochemistry
Fidelity Investments October 2000 - Present
Fidelity 2000 - Present
USDA Human Nutrition Research Center on Aging at Tufts University January 1994 - October 2000
USDA Human Nutrition Research Center at Tufts 1994 - 2000
Skills
Oracle, Data Architecture, Sybase, DB2, Microsoft SQL Server, Data Warehousing, Data Modeling, SQL Tuning, ETL, PL/SQL, SDLC, Performance Tuning, Database Design, Oracle RAC, Enterprise Architecture, Database Administration, Unix Shell Scripting, Databases, RMAN, SOA, Data Integration, Business Intelligence
Education
Peking University
Ph.D., Nutritional Biochemistry
Sergey Aristarkhov's Fidelity Experience Principal Business analystFidelity Investments2007 - Present
Job Business Analyst at Fidelity
Industry Financial Services
Experience
Fidelity Principal Business analystFidelity Investments2007 - Present
Fidelity Investments 1996 - 2007
Education
Saint Petersburg State University
PHD, Economics
Fidelity Principal Business analystFidelity Investments2007 - Present
Fidelity Investments 1996 - 2007
Education
Saint Petersburg State University
PHD, Economics
Brian McGuane's Fidelity Experience 1994 - Present
Job Independent Consultant at BCD Technologies Inc
Industry Computer Software
Experience
BCD Technologies Inc April 1995 - Present
Fidelity 1994 - Present
Fidelity 1994 - Present
BCD Technologies Inc December 1993 - Present
Fidelity Investments 1995 - 2008
Supervised Services Company December 1994 - April 1995
TSSG 1988 - 1994
American Express May 1986 - November 1993
Raytheon May 1984 - May 1986
Travelers Insurance July 1982 - April 1984
Education
Stonehill College 1976 — 1980
BSBA, Finance and Economics
BCD Technologies Inc April 1995 - Present
Fidelity 1994 - Present
Fidelity 1994 - Present
BCD Technologies Inc December 1993 - Present
Fidelity Investments 1995 - 2008
Supervised Services Company December 1994 - April 1995
TSSG 1988 - 1994
American Express May 1986 - November 1993
Raytheon May 1984 - May 1986
Travelers Insurance July 1982 - April 1984
Education
Stonehill College 1976 — 1980
BSBA, Finance and Economics
Patrick Pallatroni, CFP's Fidelity Experience 2000 - 2009
Job Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2000 - Present
Fidelity 2000 - 2009
Fidelity 1999 - 2009
Skills
Retirement Planning, Financial Planning
Education
Saint Joseph's College 1976 — 1980
BBA, Business/History
Fidelity Investments April 2000 - Present
Fidelity 2000 - 2009
Fidelity 1999 - 2009
Skills
Retirement Planning, Financial Planning
Education
Saint Joseph's College 1976 — 1980
BBA, Business/History
Danita Callender's Fidelity Experience September 2005 - April 2007
Job Customer Service Rep at MIT
Industry Printing
Experience
MIT August 2008 - July 2009
Harvard Alumni Association 2008 - 2008
Fidelity September 2005 - April 2007
State Street Global Advisors September 2002 - June 2005
Education
Salem State University 1979 — 1983
B.A., psychology
MIT August 2008 - July 2009
Harvard Alumni Association 2008 - 2008
Fidelity September 2005 - April 2007
State Street Global Advisors September 2002 - June 2005
Education
Salem State University 1979 — 1983
B.A., psychology
Terry Tanner's Fidelity Experience December 2004 - December 2009
Job Regional Sales Director
Industry Real Estate
Experience
Black Knight Financial Services 2009 - Present
Fidelity December 2004 - December 2009
Skills
Sales, Real Estate, Selling, Contract Negotiation, Team Building, Business Development, Public Speaking, Sales Management, Account Management, Leadership, Management, Marketing, Networking, New Business Development, Marketing Strategy, Negotiation, Salesforce.com, Strategic Planning, Customer Service
Education
Shorter College
Business Administration and Management, General
Black Knight Financial Services 2009 - Present
Fidelity December 2004 - December 2009
Skills
Sales, Real Estate, Selling, Contract Negotiation, Team Building, Business Development, Public Speaking, Sales Management, Account Management, Leadership, Management, Marketing, Networking, New Business Development, Marketing Strategy, Negotiation, Salesforce.com, Strategic Planning, Customer Service
Education
Shorter College
Business Administration and Management, General
Mark Franzen's Fidelity Experience 2007 - 2009
Job Manager, Plan Services at The Standard
Industry Financial Services
Experience
The Standard February 2015 - Present
Fifth Third Bank September 2011 - Present
JPMorgan Chase April 2010 - September 2011
Transamerica Retirement Services April 2009 - 2010
Transamerica Retirement Services February 2009 - 2010
Fidelity Investments January 2007 - February 2009
Fidelity Investments January 1993 - January 2009
Fidelity 2007 - 2009
Fidelity Investments 1997 - February 2007
Fidelity January 1999 - January 2002
Skills
CRM, Management, Process Improvement, Leadership, Change Management, Training, Operations Management, Mutual Funds, Risk Management, Project Management, Employee Benefits, Analysis, Strategy, Performance Management, 401k, Coaching, Call Centers, Relationship Management, Financial Services, Customer Service
Education
Northern Kentucky University 1987 — 1992
BS, Marketing
Northern Kentucky University 1987 — 1992
Bachelors, Science Marketing; an Area of; Psychology
The Standard February 2015 - Present
Fifth Third Bank September 2011 - Present
JPMorgan Chase April 2010 - September 2011
Transamerica Retirement Services April 2009 - 2010
Transamerica Retirement Services February 2009 - 2010
Fidelity Investments January 2007 - February 2009
Fidelity Investments January 1993 - January 2009
Fidelity 2007 - 2009
Fidelity Investments 1997 - February 2007
Fidelity January 1999 - January 2002
Skills
CRM, Management, Process Improvement, Leadership, Change Management, Training, Operations Management, Mutual Funds, Risk Management, Project Management, Employee Benefits, Analysis, Strategy, Performance Management, 401k, Coaching, Call Centers, Relationship Management, Financial Services, Customer Service
Education
Northern Kentucky University 1987 — 1992
BS, Marketing
Northern Kentucky University 1987 — 1992
Bachelors, Science Marketing; an Area of; Psychology
Jeremy Lauren's Fidelity Experience August 2007 - Present
Job Manager at Fidelity
Industry Financial Services
Experience
Fidelity August 2007 - Present
Skills
Insurance, Life Insurance, Management, Mutual Funds, Investments, Financial Services, Equities, Risk Management, Series 7, Retirement Planning, Business Analysis
Education
Bachelors Degree 1995 — 1998
Bachelor's degree, Health Teacher Education
Plymouth State University 1995 — 1998
Bachelor's degree, Health Teacher Education
Fidelity August 2007 - Present
Skills
Insurance, Life Insurance, Management, Mutual Funds, Investments, Financial Services, Equities, Risk Management, Series 7, Retirement Planning, Business Analysis
Education
Bachelors Degree 1995 — 1998
Bachelor's degree, Health Teacher Education
Plymouth State University 1995 — 1998
Bachelor's degree, Health Teacher Education
Douglas Ruberg's Fidelity Experience March 2012 - Present
Job Communications Consultant at Fidelity
Industry Financial Services
Experience
Fidelity March 2012 - Present
PAR LLC August 2004 - Present
Fidelity Investments November 2005 - March 2012
DeepDish LLC June 2000 - July 2002
Fidelity Investments May 1995 - May 2000
Skills
Business Analysis, New Business Development, Problem Solving, Data Analysis, PowerPoint, P&L Management, Customer Relations, Client Relationship..., Trust, Idea Generation, Ideation, Futuristic, Relator, Customer Service, Management, CRM
Education
Thomas More College 1989 — 1992
BSBA) BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION
Covington Catholic High School 1984 — 1988
College Prep
St Agnes 1976 — 1983
Fidelity March 2012 - Present
PAR LLC August 2004 - Present
Fidelity Investments November 2005 - March 2012
DeepDish LLC June 2000 - July 2002
Fidelity Investments May 1995 - May 2000
Skills
Business Analysis, New Business Development, Problem Solving, Data Analysis, PowerPoint, P&L Management, Customer Relations, Client Relationship..., Trust, Idea Generation, Ideation, Futuristic, Relator, Customer Service, Management, CRM
Education
Thomas More College 1989 — 1992
BSBA) BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION
Covington Catholic High School 1984 — 1988
College Prep
St Agnes 1976 — 1983
Alicia Edmondson's Fidelity Experience December 2005 - June 2006
Job Investments Rep
Industry Financial Services
Experience
Fidelity December 2005 - June 2006
Fidelity Investments March 2005 - December 2005
Edward Jones June 2004 - February 2005
Education
Southeastern Oklahoma State University 2002 — 2004
BA, Finance
Carl Albert State College 2000 — 2002
Associates, Accounting
Fidelity December 2005 - June 2006
Fidelity Investments March 2005 - December 2005
Edward Jones June 2004 - February 2005
Education
Southeastern Oklahoma State University 2002 — 2004
BA, Finance
Carl Albert State College 2000 — 2002
Associates, Accounting
Susan Hawes's Fidelity Experience August 2015 - September 2015
Job HR Contractor at Confidential
Industry Human Resources
Experience
Confidential Contract Assignments February 2009 - Present
Fidelity August 2015 - September 2015
Tri State Fire Protection, LLC. May 2015 - July 2015
iBasis November 2014 - March 2015
Actifio July 2014 - November 2014
The Dolben Company, Inc. November 2012 - September 2013
Corcoran Jennison September 2004 - January 2009
Turner Construction January 2001 - July 2004
Central Parking System July 1999 - January 2001
Consultant Recruiting September 1998 - July 1999
Skills
Employee Relations, Employee Benefits, Human Resources, Benefits Administration, HRIS, Recruiting, Payroll, Deferred Compensation, ADP Payroll, Organizational..., Personnel Management, Leadership, Training, Management, PeopleSoft, Time Management, Staff Development, Ceridian, Ultipro, ADP ReportSmith, System Development, Expert in excel, Paychex Payroll, Powerpoint, Business writing, Workday, SAP, Stock Administration, Global Human Resources..., ACA
Education
SHRM 2013 — 2014
SPHR, HR
Suffolk University 1995 — 1998
Master's Degree, Human Resource Management and Finance
Suffolk University - Sawyer Business School 1993 — 1995
B.S, Pre Law
Confidential Contract Assignments February 2009 - Present
Fidelity August 2015 - September 2015
Tri State Fire Protection, LLC. May 2015 - July 2015
iBasis November 2014 - March 2015
Actifio July 2014 - November 2014
The Dolben Company, Inc. November 2012 - September 2013
Corcoran Jennison September 2004 - January 2009
Turner Construction January 2001 - July 2004
Central Parking System July 1999 - January 2001
Consultant Recruiting September 1998 - July 1999
Skills
Employee Relations, Employee Benefits, Human Resources, Benefits Administration, HRIS, Recruiting, Payroll, Deferred Compensation, ADP Payroll, Organizational..., Personnel Management, Leadership, Training, Management, PeopleSoft, Time Management, Staff Development, Ceridian, Ultipro, ADP ReportSmith, System Development, Expert in excel, Paychex Payroll, Powerpoint, Business writing, Workday, SAP, Stock Administration, Global Human Resources..., ACA
Education
SHRM 2013 — 2014
SPHR, HR
Suffolk University 1995 — 1998
Master's Degree, Human Resource Management and Finance
Suffolk University - Sawyer Business School 1993 — 1995
B.S, Pre Law
Shaun Boynton's Fidelity Experience April 2010 - February 2011
Job Sr. CRM Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Fidelity April 2010 - February 2011
The Athene Group March 2009 - February 2010
Fidelity Investments February 2006 - December 2007
Fidelity Investments October 2000 - February 2006
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Equities, Portfolio Management, Retirement, Financial Services
Education
Northeast Helicopters Flight Servcies 2007 — 2013
Private Pilot Rating, Instrument Rating
Temple University - Fox School of Business and Management 1988 — 1992
Bachelor of Business Administration (BBA), Marketing
Fidelity Investments November 2011 - Present
Fidelity April 2010 - February 2011
The Athene Group March 2009 - February 2010
Fidelity Investments February 2006 - December 2007
Fidelity Investments October 2000 - February 2006
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Equities, Portfolio Management, Retirement, Financial Services
Education
Northeast Helicopters Flight Servcies 2007 — 2013
Private Pilot Rating, Instrument Rating
Temple University - Fox School of Business and Management 1988 — 1992
Bachelor of Business Administration (BBA), Marketing
Frank Geishecker's Fidelity Experience August 1989 - October 1991
Job Manager at The Black Dog Tavern, Co.
Industry Retail
Experience
The Black Dog Tavern, Co. ManagerTJ MaxxDecember 2011 - November 2014
Filene's Basement April 2002 - December 2011
Brookstone August 2000 - April 2002
Restoration Hardware September 1998 - August 2000
Eddie Bauer June 1996 - September 1998
Lotus Development October 1991 - May 1996
Crawford Hall Group 1991 - 1996
Fidelity August 1989 - October 1991
Skills
Store Management, Retail, Loss Prevention, Inventory Management, Income Statement, Merchandising, Inventory Control, Store Operations, Profit, Visual Merchandising, Sales, Customer Service, Apparel, Assortment, Big Box, CPFR, Cashiering, Customer Satisfaction, Customer Experience, Driving Results, Employee Training, Fashion, Hiring, Management, Merchandise Planning, New Store Openings, Operations Management, P, POS, Payroll, Pricing, Process Scheduler, Recruiting, Retail Sales, Sales Management, Shrinkage, Team Building, Time Management, Trend Analysis, JDA
Education
Southern New Hampshire University 1985 — 1989
BS, Economics
Suffolk University - Sawyer Business School
Business Management
The Black Dog Tavern, Co. ManagerTJ MaxxDecember 2011 - November 2014
Filene's Basement April 2002 - December 2011
Brookstone August 2000 - April 2002
Restoration Hardware September 1998 - August 2000
Eddie Bauer June 1996 - September 1998
Lotus Development October 1991 - May 1996
Crawford Hall Group 1991 - 1996
Fidelity August 1989 - October 1991
Skills
Store Management, Retail, Loss Prevention, Inventory Management, Income Statement, Merchandising, Inventory Control, Store Operations, Profit, Visual Merchandising, Sales, Customer Service, Apparel, Assortment, Big Box, CPFR, Cashiering, Customer Satisfaction, Customer Experience, Driving Results, Employee Training, Fashion, Hiring, Management, Merchandise Planning, New Store Openings, Operations Management, P, POS, Payroll, Pricing, Process Scheduler, Recruiting, Retail Sales, Sales Management, Shrinkage, Team Building, Time Management, Trend Analysis, JDA
Education
Southern New Hampshire University 1985 — 1989
BS, Economics
Suffolk University - Sawyer Business School
Business Management
Lee Bowley's Fidelity Experience January 2001 - February 2009
Job Sr QA Engineer II at Bottomline Technology
Industry Information Technology and Services
Experience
Bottomline Technology February 2009 - Present
Fidelity January 2001 - February 2009
PHCS November 1999 - January 2001
Deveraux Center July 1998 - November 1999
Gulf Coast Developmental Center June 1996 - June 1998
Gulf Coast Treatment Center November 1994 - June 1996
Education
Troy University 1994 — 1996
MS, Clinical Mental Health Counseling
The University of Southern Mississippi 1987 — 1991
BS, Psychology
Gulf Coast Community College 1986 — 1987
AS, Health Sciences
Community College of teh US Air Force 1982 — 1985
AS, Allied Health
Bottomline Technology February 2009 - Present
Fidelity January 2001 - February 2009
PHCS November 1999 - January 2001
Deveraux Center July 1998 - November 1999
Gulf Coast Developmental Center June 1996 - June 1998
Gulf Coast Treatment Center November 1994 - June 1996
Education
Troy University 1994 — 1996
MS, Clinical Mental Health Counseling
The University of Southern Mississippi 1987 — 1991
BS, Psychology
Gulf Coast Community College 1986 — 1987
AS, Health Sciences
Community College of teh US Air Force 1982 — 1985
AS, Allied Health
Manisha Tijare's Fidelity Experience Software EngineerFidelity Investments2007 - 2010
Job Software Engineer at Fidelity
Industry Computer Software
Experience
Fidelity Software EngineerFidelity Investments2007 - 2010
Education
San Jose State University 2003 — 2005
MS, Computer Engineering
Walchand Institute of Technology 1994 — 1998
BE, computer science & engineering
DBF College of Arts and Science 1992 — 1994
HSC, Science
Fidelity Software EngineerFidelity Investments2007 - 2010
Education
San Jose State University 2003 — 2005
MS, Computer Engineering
Walchand Institute of Technology 1994 — 1998
BE, computer science & engineering
DBF College of Arts and Science 1992 — 1994
HSC, Science
Preeti Mekala's Fidelity Experience May 2002 - August 2003
Job Sr Oracle Apps Speclist at ClubCorp
Industry Hospital & Health Care
Experience
ClubCorp August 2011 - Present
Emergency Medical Services Corporation August 2007 - August 2011
JCPenney September 2005 - August 2007
Fidelity Investments August 2003 - September 2005
Fidelity May 2002 - August 2003
Skills
Oracle E-Business Suite, OOP, Unix Shell Scripting, Visual Basic, Oracle, Oracle HR, Business Analysis, WCF, PL/SQL, Web Services, SQL, XML, Microsoft SQL Server, Databases, Oracle Applications, DB2, Weblogic, IIS, Data Warehousing, ADO.NET, Web Applications, Software Documentation, Program Management, Unix, Informatica, Integration, C#, Shell Scripting, ASP.NET, Solaris, Visual Studio, JavaScript, LINQ, .NET, VB.NET, Oracle Reports, Java, SDLC, Business Intelligence, Software Development, WPF, Testing, Performance Tuning, Access, User Acceptance Testing, AJAX, Linux, SSRS, Database Design, System Administration
Education
Rivier College 2002 — 2004
M.S, Computer Science
Vasavi College Of Engineering 1997 — 2001
B.E, Mechanical Engg (Industrial Production)
ClubCorp August 2011 - Present
Emergency Medical Services Corporation August 2007 - August 2011
JCPenney September 2005 - August 2007
Fidelity Investments August 2003 - September 2005
Fidelity May 2002 - August 2003
Skills
Oracle E-Business Suite, OOP, Unix Shell Scripting, Visual Basic, Oracle, Oracle HR, Business Analysis, WCF, PL/SQL, Web Services, SQL, XML, Microsoft SQL Server, Databases, Oracle Applications, DB2, Weblogic, IIS, Data Warehousing, ADO.NET, Web Applications, Software Documentation, Program Management, Unix, Informatica, Integration, C#, Shell Scripting, ASP.NET, Solaris, Visual Studio, JavaScript, LINQ, .NET, VB.NET, Oracle Reports, Java, SDLC, Business Intelligence, Software Development, WPF, Testing, Performance Tuning, Access, User Acceptance Testing, AJAX, Linux, SSRS, Database Design, System Administration
Education
Rivier College 2002 — 2004
M.S, Computer Science
Vasavi College Of Engineering 1997 — 2001
B.E, Mechanical Engg (Industrial Production)
Meera pandit's Fidelity Experience 1995 - 2000
Job Computer Software Professional
Industry Computer Software
Experience
city of boston 2002 - 2007
fidelity 1995 - 2000
Education
Northeastern University
BS, MIS
Northeastern University
State-Of-The art
Quincy College
ASSOCIATE, Computer Science
city of boston 2002 - 2007
fidelity 1995 - 2000
Education
Northeastern University
BS, MIS
Northeastern University
State-Of-The art
Quincy College
ASSOCIATE, Computer Science
Jacinth Cooke's Fidelity Experience November 2009 - September 2012
Job Owner at The Laundress
Industry Consumer Services
Experience
The Laundress November 2011 - Present
Fidelity November 2009 - September 2012
State Street Bank April 2011 - December 2011
Skills
Retirement, Investment Strategies, Life Insurance, Financial Services, Retirement Planning, Financial Analysis, Mutual Funds, Investments
Education
Smith College 2006 — 2010
Bachelor of Education (B.Ed.), Deaf Culture, minor in Math
The Laundress November 2011 - Present
Fidelity November 2009 - September 2012
State Street Bank April 2011 - December 2011
Skills
Retirement, Investment Strategies, Life Insurance, Financial Services, Retirement Planning, Financial Analysis, Mutual Funds, Investments
Education
Smith College 2006 — 2010
Bachelor of Education (B.Ed.), Deaf Culture, minor in Math
Joseph McGee's Fidelity Experience 2007 - 2009
Job Director Project Management Philips Healthcare
Industry Medical Devices
Experience
Philips September 2011 - Present
Philips Healthcare May 2009 - September 2011
Fidelity Investments 2007 - 2009
Fidelity 2007 - 2009
GE Capital June 1996 - March 2004
Skills
Project Management, Process Excellence, Black Belt, Cross-functional Team..., Process Improvement, Business Process..., Toyota Production System, Management, Six Sigma, Program Management, CRM, Leader of Project..., Salesforce.com..., Medical Devices, Integration, Business Process, Change Management, Strategy, Product Management
Education
Sacred Heart University 2000 — 2001
MBA, International Business, 3.8
Sacred Heart University
Bachelor's Degree, Finance and Financial Management Services, 3.8
Villanova University
PM Certification Program, Project Management
Philips September 2011 - Present
Philips Healthcare May 2009 - September 2011
Fidelity Investments 2007 - 2009
Fidelity 2007 - 2009
GE Capital June 1996 - March 2004
Skills
Project Management, Process Excellence, Black Belt, Cross-functional Team..., Process Improvement, Business Process..., Toyota Production System, Management, Six Sigma, Program Management, CRM, Leader of Project..., Salesforce.com..., Medical Devices, Integration, Business Process, Change Management, Strategy, Product Management
Education
Sacred Heart University 2000 — 2001
MBA, International Business, 3.8
Sacred Heart University
Bachelor's Degree, Finance and Financial Management Services, 3.8
Villanova University
PM Certification Program, Project Management
Layne Kaufman's Fidelity Experience September 1999 - May 2002
Job Sales Representative at UltiPlay Parks & Playgrounds
Industry Capital Markets
Experience
UltiPlay Parks & Playgrounds December 2013 - Present
RAM Inc. October 2010 - December 2013
AIMS July 2011 - November 2011
Life Fitness December 2004 - September 2010
Gym Source July 2002 - December 2004
Fidelity September 1999 - May 2002
Fidelity Investments September 1998 - September 1999
University of Kentucky June 1994 - September 1997
NHL, Hartford Whalers 1994 - 1995
Skills
Road Warrior, Highly Motivated, Exceptional Customer..., Sales Management, Sales, Cold Calling, New Business Development, Territory Management, Strategic Planning, Fitness, Direct Sales, Team Building, Coaching, Sales Presentations, Qualifying Prospects, Marketing, Sales Operations, Sales Process, Account Management, Selling Skills, Outside Sales, Public Speaking, Salesforce.com, Customer Service, Business Planning, Capital Equipment, Medical Devices, Orthopedic, Sales Force Development, Selling, Training, Management, Operating Room, Strength Training, Product Launch, Sports, Market Development, Surgical Instruments, Solution Selling, Market Planning
Education
Springfield College 1990 — 1994
Bachelor of Science (BS), Kinesiology and Exercise Science
New Hampshire College 1997 — 1998
Masters, Business Administration
American Institute Medical Sales College 2011 — 2011
Orhtopedics and Trauma Reconstuction, Certificate of Emergency Room and Trauma
UltiPlay Parks & Playgrounds December 2013 - Present
RAM Inc. October 2010 - December 2013
AIMS July 2011 - November 2011
Life Fitness December 2004 - September 2010
Gym Source July 2002 - December 2004
Fidelity September 1999 - May 2002
Fidelity Investments September 1998 - September 1999
University of Kentucky June 1994 - September 1997
NHL, Hartford Whalers 1994 - 1995
Skills
Road Warrior, Highly Motivated, Exceptional Customer..., Sales Management, Sales, Cold Calling, New Business Development, Territory Management, Strategic Planning, Fitness, Direct Sales, Team Building, Coaching, Sales Presentations, Qualifying Prospects, Marketing, Sales Operations, Sales Process, Account Management, Selling Skills, Outside Sales, Public Speaking, Salesforce.com, Customer Service, Business Planning, Capital Equipment, Medical Devices, Orthopedic, Sales Force Development, Selling, Training, Management, Operating Room, Strength Training, Product Launch, Sports, Market Development, Surgical Instruments, Solution Selling, Market Planning
Education
Springfield College 1990 — 1994
Bachelor of Science (BS), Kinesiology and Exercise Science
New Hampshire College 1997 — 1998
Masters, Business Administration
American Institute Medical Sales College 2011 — 2011
Orhtopedics and Trauma Reconstuction, Certificate of Emergency Room and Trauma
Linda (Farley) Hinds's Fidelity Experience February 2003 - March 2013
Job Escrow
Industry Human Resources
Experience
Fidelity February 2003 - March 2013
Skills
Selling, Real Estate, Mortgage Lending
Education
University of Phoenix
MBA, Business
Texas State University-San Marcos
Bachelor of Exercise Sports Science
Fidelity February 2003 - March 2013
Skills
Selling, Real Estate, Mortgage Lending
Education
University of Phoenix
MBA, Business
Texas State University-San Marcos
Bachelor of Exercise Sports Science
Peter Frye's Fidelity Experience January 2006 - March 2007
Job Training and Development
Industry Insurance
Experience
John Hancock Financial Services August 2015 - Present
Fidelity Investments March 2007 - Present
Fidelity January 2006 - March 2007
Skills
Teaching, Training & Development, Training, Analysis, Instructional Design, Mutual Funds, Financial Services, Fixed Income, Account Reconciliation, Research, Trading, Business Process, Auditing, Leadership, Program Management, Management
Education
Southern New Hampshire University 2010 — 2013
Master of Education, Instructional Design, 3.849 GPA
University of New Hampshire
Bachelor of Arts, English
John Hancock Financial Services August 2015 - Present
Fidelity Investments March 2007 - Present
Fidelity January 2006 - March 2007
Skills
Teaching, Training & Development, Training, Analysis, Instructional Design, Mutual Funds, Financial Services, Fixed Income, Account Reconciliation, Research, Trading, Business Process, Auditing, Leadership, Program Management, Management
Education
Southern New Hampshire University 2010 — 2013
Master of Education, Instructional Design, 3.849 GPA
University of New Hampshire
Bachelor of Arts, English
Steve Trudeau's Fidelity Experience July 2003 - Present
Job Sr. Director at Fidelity
Industry Financial Services
Jerry Gurevich's Fidelity Experience February 2007 - Present
Job Vice President Business Unit Controller at Fidelity
Industry Financial Services
Experience
Fidelity February 2007 - Present
Lehman Brothers May 2006 - February 2007
TD Waterhouse October 1993 - May 2006
Education
Pace University - Lubin School of Business 1989 — 1993
BBA, Accounting
Fidelity February 2007 - Present
Lehman Brothers May 2006 - February 2007
TD Waterhouse October 1993 - May 2006
Education
Pace University - Lubin School of Business 1989 — 1993
BBA, Accounting
Chitra Durairaj's Fidelity Experience 2007 - 2009
Job Business and technology application specialist at DHHS NC state
Industry Hospital & Health Care
Experience
DHHS NC state April 2010 - Present
fidelity 2007 - 2009
Education
Periyar University 1991 — 1995
DHHS NC state April 2010 - Present
fidelity 2007 - 2009
Education
Periyar University 1991 — 1995
Hiral Dave's Fidelity Experience November 2011 - November 2011
Job IT Support Technician at Infoblox
Industry Computer & Network Security
Experience
Randstad USA April 2015 - Present
Dataprise, Inc. April 2014 - Present
Dataprise, Inc. July 2013 - April 2014
Proforce Personnel January 2013 - April 2013
Capstone Corporation April 2012 - January 2013
Robert Half Technology June 2012 - July 2012
The Edens Group, LLC 2012 - 2012
LA Fitness December 2011 - December 2011
Fidelity November 2011 - November 2011
CompuCom November 2011 - November 2011
Skills
XP, Windows, CompTIA A+ Certification, XP/2000, Windows Vista, Windows 7, Windows 7 Migration, Windows Server, Linux distributions, Unix, Basics of Unix, Symantec Endpoint..., Active Directory, Troubleshooting, Windows XP, DNS, Technical Support
Education
Prince George's Community College 2005 — 2012
Computer Science
Laurel High School 2003 — 2005
Highschool Diploma
Randstad USA April 2015 - Present
Dataprise, Inc. April 2014 - Present
Dataprise, Inc. July 2013 - April 2014
Proforce Personnel January 2013 - April 2013
Capstone Corporation April 2012 - January 2013
Robert Half Technology June 2012 - July 2012
The Edens Group, LLC 2012 - 2012
LA Fitness December 2011 - December 2011
Fidelity November 2011 - November 2011
CompuCom November 2011 - November 2011
Skills
XP, Windows, CompTIA A+ Certification, XP/2000, Windows Vista, Windows 7, Windows 7 Migration, Windows Server, Linux distributions, Unix, Basics of Unix, Symantec Endpoint..., Active Directory, Troubleshooting, Windows XP, DNS, Technical Support
Education
Prince George's Community College 2005 — 2012
Computer Science
Laurel High School 2003 — 2005
Highschool Diploma
norine shults's Fidelity Experience 2009 - Present
Job vice president at Fidelity Investments
Industry Financial Services
Experience
fidelity 2009 - Present
Fidelity Investments April 2004 - March 2011
Fidelity Investments April 2004 - February 2011
Brodeur Worldwide July 1998 - June 2004
Education
Saint Michael's College 1979 — 1983
Bachelor's, Journalism
fidelity 2009 - Present
Fidelity Investments April 2004 - March 2011
Fidelity Investments April 2004 - February 2011
Brodeur Worldwide July 1998 - June 2004
Education
Saint Michael's College 1979 — 1983
Bachelor's, Journalism
Madhavi Gunnala's Fidelity Experience 2006 - 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity 2006 - 2008
JPMorgan Chase & Co. April 2004 - March 2005
Drugstore.com April 2003 - April 2004
Critical Path inc September 2002 - July 2003
On Vantage, Inc., CA August 2001 - August 2002
Fidelity Investments April 2000 - July 2001
Skills
Test strategy and...
Education
Osmania University 1995 — 1997
Bachelors, engineering
Fidelity 2006 - 2008
JPMorgan Chase & Co. April 2004 - March 2005
Drugstore.com April 2003 - April 2004
Critical Path inc September 2002 - July 2003
On Vantage, Inc., CA August 2001 - August 2002
Fidelity Investments April 2000 - July 2001
Skills
Test strategy and...
Education
Osmania University 1995 — 1997
Bachelors, engineering
Pingna Wu's Fidelity Experience July 2014 - Present
Job Senior Accountant at Fidelity
Industry Accounting
Experience
Fidelity July 2014 - Present
Deloitte September 2010 - July 2014
Skills
Audit, Auditing, Sarbanes-Oxley Act, US GAAP, Internal Controls, Financial Reporting, Accounting, External Audit, GAAP
Education
Northeastern University 2009 — 2010
MSA/MBA, Accounting
The University of Connecticut 2002 — 2006
BA, Biology
Fidelity July 2014 - Present
Deloitte September 2010 - July 2014
Skills
Audit, Auditing, Sarbanes-Oxley Act, US GAAP, Internal Controls, Financial Reporting, Accounting, External Audit, GAAP
Education
Northeastern University 2009 — 2010
MSA/MBA, Accounting
The University of Connecticut 2002 — 2006
BA, Biology
Amy Barry's Fidelity Experience January 2005 - Present
Job Director of Publications at Fidelity investments
Industry Financial Services
Experience
Fidelity Investments January 2005 - Present
Fidelity January 2005 - Present
National Financial2003-2005 June 2003 - June 2005
Fidelity Investments January 1998 - January 2003
Car & Travel Magazine January 1996 - January 1998
The Sun Newspaper January 1994 - January 1996
The Boston Herald January 1990 - January 1994
Skills
Publications, Editing, Newsletters, Magazines, Web Content, Content Development, Copy Editing, Communications Planning, Internal Communications, Proofreading, Content Management, Communications Strategy, Writing, Publishing, Strategic Communications, Editorial, Journalism, Copywriting, Corporate Communications, Media Relations, Press Releases, Marketing Communications, Advertising, Email Marketing, Marketing Strategy, Financial Services
Education
Stonehill College
BA, English History
Fidelity Investments January 2005 - Present
Fidelity January 2005 - Present
National Financial2003-2005 June 2003 - June 2005
Fidelity Investments January 1998 - January 2003
Car & Travel Magazine January 1996 - January 1998
The Sun Newspaper January 1994 - January 1996
The Boston Herald January 1990 - January 1994
Skills
Publications, Editing, Newsletters, Magazines, Web Content, Content Development, Copy Editing, Communications Planning, Internal Communications, Proofreading, Content Management, Communications Strategy, Writing, Publishing, Strategic Communications, Editorial, Journalism, Copywriting, Corporate Communications, Media Relations, Press Releases, Marketing Communications, Advertising, Email Marketing, Marketing Strategy, Financial Services
Education
Stonehill College
BA, English History
Ramin Arani's Fidelity Experience
Job Portfolio manager at Fidelity
Industry Investment Management
Experience
Fidelity
Skills
Asset Managment, Portfolio Management, Asset Management, Equities, Fixed Income, Bloomberg, Capital Markets, Equity Research, Mutual Funds
Education
Tufts University 1988 — 1992
Bachelor of Arts (BA), International Relations and Affairs
Tufts University 1988 — 1992
Bachelor of Arts (B.A.), International Relations and Affairs
Fidelity
Skills
Asset Managment, Portfolio Management, Asset Management, Equities, Fixed Income, Bloomberg, Capital Markets, Equity Research, Mutual Funds
Education
Tufts University 1988 — 1992
Bachelor of Arts (BA), International Relations and Affairs
Tufts University 1988 — 1992
Bachelor of Arts (B.A.), International Relations and Affairs
Tine Krüger's Fidelity Experience 1997 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity 1997 - 2010
Education
Seton Hall University 1994 — 1997
Bachelor of Sciwnce, Business / finance
Fidelity 1997 - 2010
Education
Seton Hall University 1994 — 1997
Bachelor of Sciwnce, Business / finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.