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
Fidelity List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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 Bachelder Amanda Bachelder's Fidelity Experience January 2008 - April 2008
Job Senior Project Director, Team Leader at Ipsos Understanding Unlimited
Industry Market Research
Experience
Ipsos April 2015 - Present
Ipsos Understanding UnLtd. February 2012 - April 2015
Elderly Persons in Community February 2012 - June 2013
Community Shares of Greater August 2010 - February 2012
Best Buy August 2005 - February 2012
T.J. Consulting June 2008 - August 2008
Macy's May 2008 - August 2008
Fidelity January 2008 - April 2008
Geek Squad October 2005 - January 2008
Skills
Database Management, Customer Service, Problem Solving, Social Media, Coaching, Forecasting, Kronos, Microsoft Office, Non-profits, Budgets, Nonprofits, Time Management, Customer Insight, Market Research, Marketing Research, Quantitative Research, Qualitative Research, Focus Groups, Leadership, Management
Education
University of Cincinnati 2008 — 2010
BS, Urban Studies
University of Cincinnati 2006 — 2010
Bachelor of Science, Urban Studies; Business Administration
Ipsos April 2015 - Present
Ipsos Understanding UnLtd. February 2012 - April 2015
Elderly Persons in Community February 2012 - June 2013
Community Shares of Greater August 2010 - February 2012
Best Buy August 2005 - February 2012
T.J. Consulting June 2008 - August 2008
Macy's May 2008 - August 2008
Fidelity January 2008 - April 2008
Geek Squad October 2005 - January 2008
Skills
Database Management, Customer Service, Problem Solving, Social Media, Coaching, Forecasting, Kronos, Microsoft Office, Non-profits, Budgets, Nonprofits, Time Management, Customer Insight, Market Research, Marketing Research, Quantitative Research, Qualitative Research, Focus Groups, Leadership, Management
Education
University of Cincinnati 2008 — 2010
BS, Urban Studies
University of Cincinnati 2006 — 2010
Bachelor of Science, Urban Studies; Business Administration
Kristi Fines Kristi Fines's Fidelity Experience 2003 - 2005
Job Software Development Manager at NCP Solutions
Industry Computer Software
Experience
NCP Solutions December 2011 - Present
Infinity Insurance 2010 - December 2011
Ebsco 2005 - 2009
Fidelity 2003 - 2005
Arbitron Inc 2001 - 2003
Skills
.NET, ASP.NET, Agile Methodologies, C#, Microsoft SQL Server, Requirements Analysis, SDLC, SQL, Scrum, Software Development, T-SQL, Visual Studio, Web Applications, XML, jQuery
Education
University of Alabama at Birmingham 1997 — 2001
B.S., Computer Science
NCP Solutions December 2011 - Present
Infinity Insurance 2010 - December 2011
Ebsco 2005 - 2009
Fidelity 2003 - 2005
Arbitron Inc 2001 - 2003
Skills
.NET, ASP.NET, Agile Methodologies, C#, Microsoft SQL Server, Requirements Analysis, SDLC, SQL, Scrum, Software Development, T-SQL, Visual Studio, Web Applications, XML, jQuery
Education
University of Alabama at Birmingham 1997 — 2001
B.S., Computer Science
Stephanie Izen Stephanie Izen's Fidelity Experience 2004 - 2007
Job Executive Assistant | Administrative Assistant | Project Manager | Event Producer | Relationship Builder |Team Go Getter
Industry Executive Office
Experience
California Hospital Medical Center Foundation 2014 - 2014
Shutters on the Beach, ICANN 2013 - 2013
LA Care Health Plan 2012 - 2013
Donors 2011 - 2012
AEI Capital 2007 - 2010
Fidelity. 2004 - 2007
Skills
Microsoft Office, Outlook, PowerPoint, Excel, Multi Tasking, Writing, Research, Project Management, Event Planning, Corporate Communications, Teamwork, Expense Reports &..., Donor Relations, Stewardship, Budget Management, Building Professional..., Client Development, Customer Oriented, Team Building, Cross-functional Team..., Business Development, Networking, Document Management, Marketing, Public Speaking, Training, Human Resources, Salesforce.com, Nonprofits, Leadership, Employee Relations, Customer Service, Raiser's Edge, Blackbaud CRM, Concur
Education
U.C.L.A.
B.A.
University of California, Los Angeles
B.A., Psychology, 4.0 GPA (Honors)
California Hospital Medical Center Foundation 2014 - 2014
Shutters on the Beach, ICANN 2013 - 2013
LA Care Health Plan 2012 - 2013
Donors 2011 - 2012
AEI Capital 2007 - 2010
Fidelity. 2004 - 2007
Skills
Microsoft Office, Outlook, PowerPoint, Excel, Multi Tasking, Writing, Research, Project Management, Event Planning, Corporate Communications, Teamwork, Expense Reports &..., Donor Relations, Stewardship, Budget Management, Building Professional..., Client Development, Customer Oriented, Team Building, Cross-functional Team..., Business Development, Networking, Document Management, Marketing, Public Speaking, Training, Human Resources, Salesforce.com, Nonprofits, Leadership, Employee Relations, Customer Service, Raiser's Edge, Blackbaud CRM, Concur
Education
U.C.L.A.
B.A.
University of California, Los Angeles
B.A., Psychology, 4.0 GPA (Honors)
Don Browne Don Browne's Fidelity Experience August 2006 - January 2007
Job Software Developer
Industry Information Technology and Services
Experience
Monument Data Solutions July 2009 - Present
State Street February 2008 - June 2009
Elcom, Inc. July 2007 - January 2008
EDS February 2007 - July 2007
Fidelity August 2006 - January 2007
Hollingsworth and Vose February 2005 - August 2006
NLG 2004 - 2005
Skills
PL/SQL, Oracle, Databases, SQL, Oracle Applications, Data Warehousing, HTML, Oracle E-Business Suite, SDLC, XML, JavaScript, Web Services, Linux, Arduino, Xcode, iOS Development, Requirements Analysis
Education
University of Maine 1987 — 1991
BS, Microbiology
Monument Data Solutions July 2009 - Present
State Street February 2008 - June 2009
Elcom, Inc. July 2007 - January 2008
EDS February 2007 - July 2007
Fidelity August 2006 - January 2007
Hollingsworth and Vose February 2005 - August 2006
NLG 2004 - 2005
Skills
PL/SQL, Oracle, Databases, SQL, Oracle Applications, Data Warehousing, HTML, Oracle E-Business Suite, SDLC, XML, JavaScript, Web Services, Linux, Arduino, Xcode, iOS Development, Requirements Analysis
Education
University of Maine 1987 — 1991
BS, Microbiology
Marian Rupasinghe Marian Rupasinghe's Fidelity Experience September 2007 - December 2012
Job Business Intelligence and Process Improvement Consultant
Industry Information Services
Experience
Freelancer 2013 - 2014
Fidelity September 2007 - December 2012
Nadastra Inc August 2006 - July 2007
Virtusa Corp April 2000 - January 2006
Millennium IT May 1997 - March 2000
Skills
Business Analysis, Requirements Analysis, Business Process..., Requirements Gathering, SDLC, Software Project..., Vendor Management, Cross-functional Team..., Agile Methodologies, Business Intelligence, Business Process, Business Requirements, IT Strategy, Enterprise Architecture, Consulting, PMP, Software Development
Education
University of London 1995 — 1998
Bachelor's Degree, Management
Freelancer 2013 - 2014
Fidelity September 2007 - December 2012
Nadastra Inc August 2006 - July 2007
Virtusa Corp April 2000 - January 2006
Millennium IT May 1997 - March 2000
Skills
Business Analysis, Requirements Analysis, Business Process..., Requirements Gathering, SDLC, Software Project..., Vendor Management, Cross-functional Team..., Agile Methodologies, Business Intelligence, Business Process, Business Requirements, IT Strategy, Enterprise Architecture, Consulting, PMP, Software Development
Education
University of London 1995 — 1998
Bachelor's Degree, Management
Ashley Lunn Ashley Lunn's Fidelity Experience 1999 - 2004
Job Owner/Operating Partner at Keller Williams
Industry Real Estate
Experience
Keller Williams San Diego Metro October 2014 - Present
MAPS Coaching October 2014 - Present
Keller Williams Realty, Inc. October 2012 - Present
Keller Williams Realty 2005 - Present
Keller Williams August 2005 - October 2014
Alliance Title Insurance Company August 2003 - August 2005
Fidelity 1999 - 2004
University of San Diego 1993 - 1995
Cimarron Memorial 1991 - 1993
Skills
Recruiting, Training, Teaching, Public Speaking, Business Coaching, Life Coaching, Business Strategy, New Business Development, Strategic Consulting, Statistics, Mediation, Conflict Resolution, Residential Homes, Selling, Investors, Luxury, Foreclosures, Sellers, Short Sales, Investments, Commercial Real Estate, New Home Sales, Real Estate, Investment Properties, REO, Consulting, First Time Home Buyers, Leadership, Relocation, SFR
Education
University of San Diego 1993 — 1999
Bachelor of Arts (B.A.), Comparative Religion
Cimarron Memorial 1991 — 1993
HS Diploma
Keller Williams San Diego Metro October 2014 - Present
MAPS Coaching October 2014 - Present
Keller Williams Realty, Inc. October 2012 - Present
Keller Williams Realty 2005 - Present
Keller Williams August 2005 - October 2014
Alliance Title Insurance Company August 2003 - August 2005
Fidelity 1999 - 2004
University of San Diego 1993 - 1995
Cimarron Memorial 1991 - 1993
Skills
Recruiting, Training, Teaching, Public Speaking, Business Coaching, Life Coaching, Business Strategy, New Business Development, Strategic Consulting, Statistics, Mediation, Conflict Resolution, Residential Homes, Selling, Investors, Luxury, Foreclosures, Sellers, Short Sales, Investments, Commercial Real Estate, New Home Sales, Real Estate, Investment Properties, REO, Consulting, First Time Home Buyers, Leadership, Relocation, SFR
Education
University of San Diego 1993 — 1999
Bachelor of Arts (B.A.), Comparative Religion
Cimarron Memorial 1991 — 1993
HS Diploma
Jamie Boughman Jamie Boughman's Fidelity Experience December 2003 - January 2006
Job Learning and Organizational Development Manager at Atrion
Industry Computer Networking
Experience
Atrion April 2014 - Present
Atrion June 2011 - Present
Atrion January 2006 - June 2011
Fidelity December 2003 - January 2006
RCN 1999 - 2002
Abt Associates 1996 - 1999
Skills
Cisco Switches, Network Engineering, Disaster Recovery, CCNP, Cisco routers, Cisco IOS, Cisco Catalyst Switches, Cisco devices, Exinda devices, Bluecoat, Packeteer, PacketShaper devices, CCIE R&S, CCNP Voice, CCSI, VCP, MCSA, MCT, MCITP, Apprenticeships, Employee Training, Training Delivery, Technical Training, Cisco Nexus, Cisco Call Manager, Cisco Certified, Cisco VoIP, Cisco Technologies, CCDA, CCDP, UCE, Customer Service, CCNA, Unified Communications, Cisco Routers, VoIP, WAN, Data Center, Servers, Active Directory, VPN, Catalyst Switches, Network Security, VMware, EIGRP
Education
University of Massachusetts at Lowell 1996 — 2001
BS
Arlington Catholic High School 1992 — 1996
Diploma
Atrion April 2014 - Present
Atrion June 2011 - Present
Atrion January 2006 - June 2011
Fidelity December 2003 - January 2006
RCN 1999 - 2002
Abt Associates 1996 - 1999
Skills
Cisco Switches, Network Engineering, Disaster Recovery, CCNP, Cisco routers, Cisco IOS, Cisco Catalyst Switches, Cisco devices, Exinda devices, Bluecoat, Packeteer, PacketShaper devices, CCIE R&S, CCNP Voice, CCSI, VCP, MCSA, MCT, MCITP, Apprenticeships, Employee Training, Training Delivery, Technical Training, Cisco Nexus, Cisco Call Manager, Cisco Certified, Cisco VoIP, Cisco Technologies, CCDA, CCDP, UCE, Customer Service, CCNA, Unified Communications, Cisco Routers, VoIP, WAN, Data Center, Servers, Active Directory, VPN, Catalyst Switches, Network Security, VMware, EIGRP
Education
University of Massachusetts at Lowell 1996 — 2001
BS
Arlington Catholic High School 1992 — 1996
Diploma
Steve Lagana Steve Lagana's Fidelity Experience June 2015 - Present
Job Accounting Intern at McDevitt Trucks
Industry Market Research
Experience
Fidelity June 2015 - Present
Greater Boston Area December 2014 - Present
McDevitt Trucks May 2014 - Present
Christian Party Rental May 2013 - Present
Market Basket April 2009 - May 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Market Research, Microsoft Word, Access, Research, Social Media, Teamwork, Time Management, Social Networking, SPSS, HTML, Analysis, Public Speaking, Facebook
Education
University of New Hampshire - Whittemore School of Business and Economics 2011 — 2015
University of New Hampshire - Whittemore School of Business and Economics 2011 — 2015
Fidelity June 2015 - Present
Greater Boston Area December 2014 - Present
McDevitt Trucks May 2014 - Present
Christian Party Rental May 2013 - Present
Market Basket April 2009 - May 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Market Research, Microsoft Word, Access, Research, Social Media, Teamwork, Time Management, Social Networking, SPSS, HTML, Analysis, Public Speaking, Facebook
Education
University of New Hampshire - Whittemore School of Business and Economics 2011 — 2015
University of New Hampshire - Whittemore School of Business and Economics 2011 — 2015
Chris Samperi Chris Samperi's Fidelity Experience April 2014 - Present
Job Retirement Brokerage Services Licensed Trader at Fidelity
Industry Retail
Experience
Fidelity April 2014 - Present
Fidelity Investments May 2013 - Present
Apple June 2009 - March 2013
B.R. Guest Hospitality March 2006 - February 2009
That thing that one time 1935 - 1963
Skills
iLife, iWork, iPod, Aperture, iTunes, Customer Service, OSX, Mac, iOS, Final Draft Pro, Bento, Windows, Microsoft Office, iPad, CRM, SaaS, Evernote, Parallels, VMware Fusion, Daylite, RapidWeaver, Micros, Stuffit, Dropbox, Google Docs, Google Apps, Microsoft Exchange, Dragon, Remote Desktop, Twitter, Skype, iPhone, Android, Windows Mobile Devices, Firefox, Google Chrome, Opera, YouTube, POS, Apple Aperture, Apple Certified, Keynote, Mac OS, Mac OS X Server, OS X, Training, Final Cut Pro, Logic Pro, Sales, iPhoto
Education
University of New Hampshire 2000 — 2004
Bachelor of Arts (B.A.), Theatre/Theater
Fidelity April 2014 - Present
Fidelity Investments May 2013 - Present
Apple June 2009 - March 2013
B.R. Guest Hospitality March 2006 - February 2009
That thing that one time 1935 - 1963
Skills
iLife, iWork, iPod, Aperture, iTunes, Customer Service, OSX, Mac, iOS, Final Draft Pro, Bento, Windows, Microsoft Office, iPad, CRM, SaaS, Evernote, Parallels, VMware Fusion, Daylite, RapidWeaver, Micros, Stuffit, Dropbox, Google Docs, Google Apps, Microsoft Exchange, Dragon, Remote Desktop, Twitter, Skype, iPhone, Android, Windows Mobile Devices, Firefox, Google Chrome, Opera, YouTube, POS, Apple Aperture, Apple Certified, Keynote, Mac OS, Mac OS X Server, OS X, Training, Final Cut Pro, Logic Pro, Sales, iPhoto
Education
University of New Hampshire 2000 — 2004
Bachelor of Arts (B.A.), Theatre/Theater
RAJIV VISWANATHAN IYER RAJIV VISWANATHAN IYER's Fidelity Experience 2003 - 2008
Job Delivery Head at Tata Consultancy Services
Industry Information Services
Experience
Tata Consultancy Services July 2015 - Present
Tata Consultancy Services November 2008 - Present
Tata Consultancy Services May 2012 - November 2013
Fidelity 2003 - 2008
Cargill March 2003 - July 2003
Venus Control adn Switchgear Pvt Ltd September 2000 - February 2003
Skills
Management, Business Analysis, Team Management, Vendor Management, Outsourcing, Business Development, Process Improvement, Financial Analysis, Banking, CRM, Business Strategy, Business Process..., Business Intelligence, Business Process, Change Management, Forecasting, BPO, Negotiation, Accounting, ERP
Education
Indian Institute of Finance 1998 — 2000
POST GRADUATE DIPLOMA, FINANCE
University of Calcutta 1994 — 1997
BCOM, ACCOUNTING
Tata Consultancy Services July 2015 - Present
Tata Consultancy Services November 2008 - Present
Tata Consultancy Services May 2012 - November 2013
Fidelity 2003 - 2008
Cargill March 2003 - July 2003
Venus Control adn Switchgear Pvt Ltd September 2000 - February 2003
Skills
Management, Business Analysis, Team Management, Vendor Management, Outsourcing, Business Development, Process Improvement, Financial Analysis, Banking, CRM, Business Strategy, Business Process..., Business Intelligence, Business Process, Change Management, Forecasting, BPO, Negotiation, Accounting, ERP
Education
Indian Institute of Finance 1998 — 2000
POST GRADUATE DIPLOMA, FINANCE
University of Calcutta 1994 — 1997
BCOM, ACCOUNTING
Jason Gil Jason Gil's Fidelity Experience July 2005 - March 2006
Job IT Professional
Industry Information Technology and Services
Experience
JPMorgan Chase August 2012 - Present
Cox Media Group (Radio Station January 2011 - May 2011
Big Cat Rescue January 2011 - May 2011
Ybor Key/ Home Association April 2006 - June 2009
Fidelity July 2005 - March 2006
Skills
Marketing, Advertising, Social Networking, Social Media Marketing, Social Media, Customer Service, Event Planning, Event Management, Public Relations, Public Speaking, Media Relations, Microsoft SQL Server, Unix Shell Scripting, JavaSE, Visual C#
Education
University of South Florida
Bachelor of Science:, Computer Information Systems & Marketing
JPMorgan Chase August 2012 - Present
Cox Media Group (Radio Station January 2011 - May 2011
Big Cat Rescue January 2011 - May 2011
Ybor Key/ Home Association April 2006 - June 2009
Fidelity July 2005 - March 2006
Skills
Marketing, Advertising, Social Networking, Social Media Marketing, Social Media, Customer Service, Event Planning, Event Management, Public Relations, Public Speaking, Media Relations, Microsoft SQL Server, Unix Shell Scripting, JavaSE, Visual C#
Education
University of South Florida
Bachelor of Science:, Computer Information Systems & Marketing
Allan Cain Allan Cain's Fidelity Experience 2009 - Present
Job Senior Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity 2009 - Present
Fidelity Investments 2008 - Present
Fidelity Investments 1995 - 2008
Brown Brothers Harriman 1994 - 1995
Unisys 1989 - 1992
The Shareholders Services Group 1989 - 1991
Putnam Investments 1985 - 1988
Bradford Trust 1979 - 1981
Skills
Easytrieve, VSAM, Fileaid, MVS, IBM Utilities, CICS, IBM Mainframe, TSO, OS/390, JCL, ISPF, Vendor Management, Mainframe, COBOL, z/OS, Websphere, Systems Analysis, SDLC, Requirements Analysis, Endeavor, SPUFI, Requirements Gathering, DB2, Production Support, Visio, Business Requirements, Data Modeling, Quality Center, User Acceptance Testing, Sybase, Release Management
Education
University of Massachusetts, Amherst 1969 — 1974
BA, Psychology
Braintree High School 1965 — 1969
College Prep
Fidelity 2009 - Present
Fidelity Investments 2008 - Present
Fidelity Investments 1995 - 2008
Brown Brothers Harriman 1994 - 1995
Unisys 1989 - 1992
The Shareholders Services Group 1989 - 1991
Putnam Investments 1985 - 1988
Bradford Trust 1979 - 1981
Skills
Easytrieve, VSAM, Fileaid, MVS, IBM Utilities, CICS, IBM Mainframe, TSO, OS/390, JCL, ISPF, Vendor Management, Mainframe, COBOL, z/OS, Websphere, Systems Analysis, SDLC, Requirements Analysis, Endeavor, SPUFI, Requirements Gathering, DB2, Production Support, Visio, Business Requirements, Data Modeling, Quality Center, User Acceptance Testing, Sybase, Release Management
Education
University of Massachusetts, Amherst 1969 — 1974
BA, Psychology
Braintree High School 1965 — 1969
College Prep
David Copp's Fidelity Experience 1996 - 2000
Job Telephony and Speech Processing Platform Software Specialist
Industry Computer Software
Experience
Nuance Communications November 2009 - Present
Nuance Communications September 2007 - November 2009
Nuance Communications 2000 - September 2007
Fidelity 1996 - 2000
FaxJet 1993 - 1996
Microway 1986 - 1993
Skills
SIP, Speech Recognition, Integration, Java, C++, Python, Spring DI, AngularJS, Node.js, HTML 5, JSON, Linux, Perforce, XML, Perl, SQL, Agile, Software Development, Telephony, Unix, Shell Scripting, Telecommunications, VoIP, TTS, Speech Technology, IVR, Windows, Tomcat, Software Design
Education
University of Massachusetts, Amherst 1983 — 1985
EE/CS Program
Nuance Communications November 2009 - Present
Nuance Communications September 2007 - November 2009
Nuance Communications 2000 - September 2007
Fidelity 1996 - 2000
FaxJet 1993 - 1996
Microway 1986 - 1993
Skills
SIP, Speech Recognition, Integration, Java, C++, Python, Spring DI, AngularJS, Node.js, HTML 5, JSON, Linux, Perforce, XML, Perl, SQL, Agile, Software Development, Telephony, Unix, Shell Scripting, Telecommunications, VoIP, TTS, Speech Technology, IVR, Windows, Tomcat, Software Design
Education
University of Massachusetts, Amherst 1983 — 1985
EE/CS Program
Scott Falkner Scott Falkner's Fidelity Experience January 2012 - Present
Job Project Manager III at Fidelity
Industry Financial Services
Experience
Fidelity January 2012 - Present
Bank of Texas September 2011 - January 2012
Bank of Texas March 2010 - October 2011
Skills
Loans, Financial Analysis, Microsoft Excel, Risk Management, Leadership, Financial Services, Finance, Project Management, Analysis, Banking, Process Improvement, Business Analysis
Education
University of North Texas
Bachelor of Business Administration (BBA), Finance, General
Fidelity January 2012 - Present
Bank of Texas September 2011 - January 2012
Bank of Texas March 2010 - October 2011
Skills
Loans, Financial Analysis, Microsoft Excel, Risk Management, Leadership, Financial Services, Finance, Project Management, Analysis, Banking, Process Improvement, Business Analysis
Education
University of North Texas
Bachelor of Business Administration (BBA), Finance, General
patrick sweetra patrick sweetra's Fidelity Experience 2006 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
ImageTech a Xerox Company July 2014 - Present
Metlife 2008 - 2009
fidelity 2006 - 2008
Ameriprise Financial 2005 - 2006
Skills
Business Analysis, Financial Services, Fixed Income, Mutual Funds, Portfolio Management, Equities, Analysis, CRM, Investments, Financial Modeling, Salesforce.com, Securities, Asset Management, Series 7, Financial Analysis, Derivatives, Risk Management, Wealth Management, Bloomberg, Capital Markets, Leadership, Finance
Education
University of Massachusetts, Amherst 1998 — 2001
International Finance
UMass Lowell
ba, economics
ImageTech a Xerox Company July 2014 - Present
Metlife 2008 - 2009
fidelity 2006 - 2008
Ameriprise Financial 2005 - 2006
Skills
Business Analysis, Financial Services, Fixed Income, Mutual Funds, Portfolio Management, Equities, Analysis, CRM, Investments, Financial Modeling, Salesforce.com, Securities, Asset Management, Series 7, Financial Analysis, Derivatives, Risk Management, Wealth Management, Bloomberg, Capital Markets, Leadership, Finance
Education
University of Massachusetts, Amherst 1998 — 2001
International Finance
UMass Lowell
ba, economics
Shayan Saghari's Fidelity Experience 2015 - 2015
Job Designer at Ken Linsteadt Architects
Industry Architecture & Planning
Experience
fidelity 2015 - 2015
fidelity 2015 - 2015
Niles Bolton Associates August 2012 - December 2013
H.BLOOM January 2012 - July 2012
Niles Bollton Associates & Anderson Brule Architects November 2011 - January 2012
Ministry of Education of Spain October 2010 - July 2011
University of Oregon September 2006 - September 2010
Yamada Language Center at the University of Oregon September 2009 - June 2010
Shayan Saghari December 2009 - January 2010
Anteo June 2009 - September 2009
Skills
Architecture, Administration, Education, SketchUp, Revit, AutoCAD, Sketching, Adobe Creative Suite, Model Building, Microsoft Office, Graphic Design, Hand Drafting, ArchiCAD, Teaching, Customer Service, Event Planning, Leadership, Painting, Workshops, File Management, Sewing, Logistics, Telecommunications, Architectural Design, Architectures, Sustainable Design, Design Research, Interior Design
Education
University of Oregon 2005 — 2010
Bachelor of Architecture, Sustainable architecture, Residential architecture, Business
fidelity 2015 - 2015
fidelity 2015 - 2015
Niles Bolton Associates August 2012 - December 2013
H.BLOOM January 2012 - July 2012
Niles Bollton Associates & Anderson Brule Architects November 2011 - January 2012
Ministry of Education of Spain October 2010 - July 2011
University of Oregon September 2006 - September 2010
Yamada Language Center at the University of Oregon September 2009 - June 2010
Shayan Saghari December 2009 - January 2010
Anteo June 2009 - September 2009
Skills
Architecture, Administration, Education, SketchUp, Revit, AutoCAD, Sketching, Adobe Creative Suite, Model Building, Microsoft Office, Graphic Design, Hand Drafting, ArchiCAD, Teaching, Customer Service, Event Planning, Leadership, Painting, Workshops, File Management, Sewing, Logistics, Telecommunications, Architectural Design, Architectures, Sustainable Design, Design Research, Interior Design
Education
University of Oregon 2005 — 2010
Bachelor of Architecture, Sustainable architecture, Residential architecture, Business
Janet Stevens Janet Stevens's Fidelity Experience 1994 - 1996
Job Retired PR Professional
Industry Public Relations and Communications
Experience
Space Foundation July 2010 - May 2013
Space Foundation January 2009 - October 2009
Janet Stevens, APR July 2008 - January 2009
Idearc Media November 2006 - July 2008
Verizon Information Services June 2000 - November 2006
GTE 1998 - June 2000
Verizon 1997 - 2000
GTE 1998 - 1998
Fidelity 1994 - 1996
GTE 1977 - 1994
Skills
Media Relations, Public Relations, Internal Communications, Marketing Communications
Education
University of South Florida 1972 — 1975
Mass Communications, Public Relations and Advertising
University of Florida
Space Foundation July 2010 - May 2013
Space Foundation January 2009 - October 2009
Janet Stevens, APR July 2008 - January 2009
Idearc Media November 2006 - July 2008
Verizon Information Services June 2000 - November 2006
GTE 1998 - June 2000
Verizon 1997 - 2000
GTE 1998 - 1998
Fidelity 1994 - 1996
GTE 1977 - 1994
Skills
Media Relations, Public Relations, Internal Communications, Marketing Communications
Education
University of South Florida 1972 — 1975
Mass Communications, Public Relations and Advertising
University of Florida
Angie Kory Angie Kory's Fidelity Experience 2005 - 2007
Job Vice President of Leasing at Cypress Equities
Industry Commercial Real Estate
Experience
Cypress Equities February 2015 - Present
American Realty Capital Properties, Inc. (formerly Cole Real Estate Investments) May 2008 - January 2015
Fidelity 2005 - 2007
Education
University of Nebraska-Lincoln 1999 — 2002
Bachelor's Degree, Marketing; Minor in Communications
Millard North High School-Omaha, NE 1994 — 1998
Cypress Equities February 2015 - Present
American Realty Capital Properties, Inc. (formerly Cole Real Estate Investments) May 2008 - January 2015
Fidelity 2005 - 2007
Education
University of Nebraska-Lincoln 1999 — 2002
Bachelor's Degree, Marketing; Minor in Communications
Millard North High School-Omaha, NE 1994 — 1998
Debra McGlame Debra McGlame's Fidelity Experience July 2014 - Present
Job Program Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity July 2014 - Present
Skills
Financial Analysis
Education
University of Massachusetts Boston 1991 — 1993
Bachelor of Applied Science (B.A.Sc.), Management
Bay State College
Associates Degree, Travel & Tourism
Fidelity July 2014 - Present
Skills
Financial Analysis
Education
University of Massachusetts Boston 1991 — 1993
Bachelor of Applied Science (B.A.Sc.), Management
Bay State College
Associates Degree, Travel & Tourism
Jared McCray CFP® Jared McCray CFP®'s Fidelity Experience March 2012 - May 2013
Job Financial Consultant at Fidelity
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments May 2013 - January 2015
Fidelity March 2012 - May 2013
First Investors Corporation July 2011 - February 2012
Employment Services September 2007 - May 2011
AIESEC 2009 - 2010
SingerLewak LLP June 2008 - August 2008
SLGG, LLP June 2007 - August 2007
Skills
Marketing, Leadership, Recruiting, Advertising, Social Media, Microsoft Office, Access, Talent Management, Microsoft Excel, Financial Analysis, Insurance, Training, Salesforce.com, Management, Human Resources, Customer Service, Spanish, Sales, Business Development, Strategic Planning, Finance, Data Entry, PowerPoint, Investments
Education
University of San Francisco
USF, Finance, Economics
Fidelity Investments January 2015 - Present
Fidelity Investments May 2013 - January 2015
Fidelity March 2012 - May 2013
First Investors Corporation July 2011 - February 2012
Employment Services September 2007 - May 2011
AIESEC 2009 - 2010
SingerLewak LLP June 2008 - August 2008
SLGG, LLP June 2007 - August 2007
Skills
Marketing, Leadership, Recruiting, Advertising, Social Media, Microsoft Office, Access, Talent Management, Microsoft Excel, Financial Analysis, Insurance, Training, Salesforce.com, Management, Human Resources, Customer Service, Spanish, Sales, Business Development, Strategic Planning, Finance, Data Entry, PowerPoint, Investments
Education
University of San Francisco
USF, Finance, Economics
Jessica Gotwalt Jessica Gotwalt's Fidelity Experience January 2006 - January 2012
Job Director, Global Associate Relations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Fidelity January 2006 - January 2012
Fidelity Investments 2010 - 2010
Fidelity Investments January 2006 - October 2008
Mellon HR Solutions September 1997 - December 2005
Skills
Project Management, Talent Management, Program Design
Education
University of North Carolina at Chapel Hill
Master of Business Administration (MBA)
University of Florida 1994 — 1997
BS, Public Relations
Fidelity Investments January 2011 - Present
Fidelity January 2006 - January 2012
Fidelity Investments 2010 - 2010
Fidelity Investments January 2006 - October 2008
Mellon HR Solutions September 1997 - December 2005
Skills
Project Management, Talent Management, Program Design
Education
University of North Carolina at Chapel Hill
Master of Business Administration (MBA)
University of Florida 1994 — 1997
BS, Public Relations
Angela Johnson Angela Johnson's Fidelity Experience March 2010 - August 2011
Job Marketing Coordinator at HiTouch Business Services
Industry Public Relations and Communications
Experience
HiTouch Business Services May 2015 - Present
HiTouch Business Services August 2014 - Present
Brand Imaging Group January 2014 - July 2014
UHS Hermitage Hall November 2011 - December 2013
Xerox December 2011 - November 2012
Fidelity March 2010 - August 2011
MegaColor 2008 - 2010
Triangle Printing October 2006 - August 2009
CRT Custom Products May 2007 - May 2009
Fiserv October 2008 - March 2009
Skills
Quality Assurance, Sales Presentations, Customer Service, Graphic Design, Photoshop, QuarkXPress, Pre-press, Social Media, Journalism, Designs, InDesign, Illustrator, Adobe Creative Suite, Direct Mail, Digital Printing, Offset Printing, Adobe Acrobat, Mac, Training, Leadership, Packaging, Graphics, Creative Direction, Advertising, Catalogs, Marketing Communications, Brand Development, Newsletters, Email Marketing, Social Networking, Copywriting, Direct Marketing, Photography, Social Media Marketing, Publishing, Art, Marketing, Facebook, Blogging, Online Marketing, Website Development, Time Management, Brochures, Integrated Marketing, Digital Photography, Marketing Strategy, Trade Shows, WordPress, SEO, Public Relations
Education
Argosy University 2010 — 2013
Bachelors, Psychology
University of Phoenix 2009 — 2010
Associates, Psychology Nursing Administration, 4.0
Remington College 2008 — 2009
Certificate, Medical
HiTouch Business Services May 2015 - Present
HiTouch Business Services August 2014 - Present
Brand Imaging Group January 2014 - July 2014
UHS Hermitage Hall November 2011 - December 2013
Xerox December 2011 - November 2012
Fidelity March 2010 - August 2011
MegaColor 2008 - 2010
Triangle Printing October 2006 - August 2009
CRT Custom Products May 2007 - May 2009
Fiserv October 2008 - March 2009
Skills
Quality Assurance, Sales Presentations, Customer Service, Graphic Design, Photoshop, QuarkXPress, Pre-press, Social Media, Journalism, Designs, InDesign, Illustrator, Adobe Creative Suite, Direct Mail, Digital Printing, Offset Printing, Adobe Acrobat, Mac, Training, Leadership, Packaging, Graphics, Creative Direction, Advertising, Catalogs, Marketing Communications, Brand Development, Newsletters, Email Marketing, Social Networking, Copywriting, Direct Marketing, Photography, Social Media Marketing, Publishing, Art, Marketing, Facebook, Blogging, Online Marketing, Website Development, Time Management, Brochures, Integrated Marketing, Digital Photography, Marketing Strategy, Trade Shows, WordPress, SEO, Public Relations
Education
Argosy University 2010 — 2013
Bachelors, Psychology
University of Phoenix 2009 — 2010
Associates, Psychology Nursing Administration, 4.0
Remington College 2008 — 2009
Certificate, Medical
Tomas Perez, HRIP, PMP® Tomas Perez, HRIP, PMP®'s Fidelity Experience August 2002 - March 2007
Job ∞Excited about Learning and Delivering IT | HRIS | ERP Solutions! It is not just a job but rather a lifestyle! ∞
Industry Human Resources
Experience
IT Convergence June 2012 - November 2012
PRT Technologies, Inc. January 2011 - October 2012
Dex One April 2007 - December 2010
Fidelity August 2002 - March 2007
IBM 1995 - July 2002
Rhone-Poulenc Rorer August 1990 - November 1995
Skills
Oracle, Project Implementation, Microsoft Office, Lotus Notes, PMI, PMP, Spanish, HRIS, Vendor Management, Benefits, ERP, Compensation, SDLC, Employee Benefits, Deferred Compensation, Recruiting, Integration, Business Analysis, OAB, Data Conversion, Oracle E-Business Suite, Human Resources, PeopleSoft, Onboarding, Payroll, Outsourcing, Project Management, Management, Oracle Applications, Oracle HR, Oracle VM Virtualbox, Business Process, VirtualBox, Consulting, Testing, Software Implementation, Talent Acquisition, Requirements Analysis, Visio, Change Management, Process Improvement, Business Process..., Business Intelligence, Talent Management, Software Documentation, Requirements Gathering, Performance Management, Oracle Discoverer, Applicant Tracking..., Leadership
Education
University of South Florida 1980 — 1985
BA, Business Administration
IT Convergence June 2012 - November 2012
PRT Technologies, Inc. January 2011 - October 2012
Dex One April 2007 - December 2010
Fidelity August 2002 - March 2007
IBM 1995 - July 2002
Rhone-Poulenc Rorer August 1990 - November 1995
Skills
Oracle, Project Implementation, Microsoft Office, Lotus Notes, PMI, PMP, Spanish, HRIS, Vendor Management, Benefits, ERP, Compensation, SDLC, Employee Benefits, Deferred Compensation, Recruiting, Integration, Business Analysis, OAB, Data Conversion, Oracle E-Business Suite, Human Resources, PeopleSoft, Onboarding, Payroll, Outsourcing, Project Management, Management, Oracle Applications, Oracle HR, Oracle VM Virtualbox, Business Process, VirtualBox, Consulting, Testing, Software Implementation, Talent Acquisition, Requirements Analysis, Visio, Change Management, Process Improvement, Business Process..., Business Intelligence, Talent Management, Software Documentation, Requirements Gathering, Performance Management, Oracle Discoverer, Applicant Tracking..., Leadership
Education
University of South Florida 1980 — 1985
BA, Business Administration
Anindita(Anu) Chandra Anindita(Anu) Chandra's Fidelity Experience January 2006 - March 2006
Job
Industry Computer Software
Experience
EMC December 2008 - December 2010
EMC Corporation August 2007 - November 2008
EMC Software Group March 2007 - August 2007
Burntsand February 2007 - February 2007
EMC March 2006 - December 2006
Fidelity January 2006 - March 2006
Cendant Corporation October 2004 - December 2005
Skills
Pre-sales, Documentum, Enterprise Content..., Solution Architecture, Enterprise Architecture, Weblogic, SDLC, Cloud Computing, SOA, Architecture, Requirements Analysis, Tomcat, Software Development, WDK, Integration
Education
University of Notre Dame 2011 — 2011
Dept of Electronics, Ministry of Education 2001 — 2003
'B' Level
IBM Technologies 2000 — 2001
eCommerce
Dept of Electronics, Ministry of Education 1999 — 2001
A level
University of Calcutta 1995 — 1999
BSC
EMC December 2008 - December 2010
EMC Corporation August 2007 - November 2008
EMC Software Group March 2007 - August 2007
Burntsand February 2007 - February 2007
EMC March 2006 - December 2006
Fidelity January 2006 - March 2006
Cendant Corporation October 2004 - December 2005
Skills
Pre-sales, Documentum, Enterprise Content..., Solution Architecture, Enterprise Architecture, Weblogic, SDLC, Cloud Computing, SOA, Architecture, Requirements Analysis, Tomcat, Software Development, WDK, Integration
Education
University of Notre Dame 2011 — 2011
Dept of Electronics, Ministry of Education 2001 — 2003
'B' Level
IBM Technologies 2000 — 2001
eCommerce
Dept of Electronics, Ministry of Education 1999 — 2001
A level
University of Calcutta 1995 — 1999
BSC
Scott Bybee's Fidelity Experience 1989 - 2003
Job Learning Technology Staff Manager
Industry E-Learning
Experience
Verizon Wireless January 2009 - Present
Alltel Wireless 2004 - 2008
Alltel Information Services 1989 - 2008
Alltel 1989 - 2003
Systematics 1989 - 2003
Systematics 1989 - 2003
fidelity 1989 - 2003
Skills
Project Management, Instructional Design, E-Learning, LCMS, Learning Management...
Education
University of Arkansas at Little Rock
MA, Industrial/Organizational Psychology
Verizon Wireless January 2009 - Present
Alltel Wireless 2004 - 2008
Alltel Information Services 1989 - 2008
Alltel 1989 - 2003
Systematics 1989 - 2003
Systematics 1989 - 2003
fidelity 1989 - 2003
Skills
Project Management, Instructional Design, E-Learning, LCMS, Learning Management...
Education
University of Arkansas at Little Rock
MA, Industrial/Organizational Psychology
Anne G. Hudzikiewicz's Fidelity Experience 2000 - 2008
Job President at Hudzi.net, Inc.
Industry Internet
Experience
Hudzi.net, Inc. October 2009 - Present
BNI Triboro Business Lunch 2010 - 2010
Personal 2010 - 2010
Fidelity Investments 2008 - 2008
Fidelity Investments 2006 - 2008
Fidelity 2000 - 2008
Quinsigamond Community College 1998 - 1999
W A C Inc. 1993 - 1996
No Specific Company 1990 - 1990
Education
University of Phoenix 2005 — 2007
BSMA, Business Management
Hudzi.net, Inc. October 2009 - Present
BNI Triboro Business Lunch 2010 - 2010
Personal 2010 - 2010
Fidelity Investments 2008 - 2008
Fidelity Investments 2006 - 2008
Fidelity 2000 - 2008
Quinsigamond Community College 1998 - 1999
W A C Inc. 1993 - 1996
No Specific Company 1990 - 1990
Education
University of Phoenix 2005 — 2007
BSMA, Business Management
Paul Armano Paul Armano's Fidelity Experience 2007 - Present
Job Information Technology and Services Consultant and Contractor
Industry Information Technology and Services
Experience
Fidelity 2007 - Present
Self-employed January 2001 - Present
Skills
Visio, SQL, Oracle, MS Project, Unix, Access, Microsoft Office, SDLC, Agile Methodologies, Requirements Gathering, Requirements Analysis, Software Project...
Education
University of Massachusetts Lowell 1987 — 1992
BS
Fidelity 2007 - Present
Self-employed January 2001 - Present
Skills
Visio, SQL, Oracle, MS Project, Unix, Access, Microsoft Office, SDLC, Agile Methodologies, Requirements Gathering, Requirements Analysis, Software Project...
Education
University of Massachusetts Lowell 1987 — 1992
BS
Mike Morris, CISA, FLMI's Fidelity Experience 2000 - 2008
Job Analyst at Technosoft Corporation/iknowvate
Industry Financial Services
Experience
Deloitte 2014 - 2015
Edge Technology Services August 2010 - November 2012
Fidelity 2000 - 2008
Fidelity Investments Life Insurance 1998 - 2000
GTE Service Corporation 1995 - 1998
Chubb Insurance 1986 - 1995
Skills
Test Planning, SQL, Test Cases, Manual Testing, Regression Testing, Sybase, Client/server, Quality Center, Software Documentation, Quality Assurance, SDLC, Requirements Analysis
Education
University of Massachusetts Lowell
BS, Accounting
Deloitte 2014 - 2015
Edge Technology Services August 2010 - November 2012
Fidelity 2000 - 2008
Fidelity Investments Life Insurance 1998 - 2000
GTE Service Corporation 1995 - 1998
Chubb Insurance 1986 - 1995
Skills
Test Planning, SQL, Test Cases, Manual Testing, Regression Testing, Sybase, Client/server, Quality Center, Software Documentation, Quality Assurance, SDLC, Requirements Analysis
Education
University of Massachusetts Lowell
BS, Accounting
Todd Zajicek's Fidelity Experience September 2002 - November 2003
Job Owner at Interactive Technology Group and Owner, Interactive Technology Group
Industry Information Technology and Services
Experience
Interactive Technology Group November 2003 - Present
Fidelity September 2002 - November 2003
Marquette Financial Group February 1995 - September 2002
Seagate Technology 1987 - 1993
Education
University of Minnesota-Twin Cities 1988 — 1992
IIS, Business
Interactive Technology Group November 2003 - Present
Fidelity September 2002 - November 2003
Marquette Financial Group February 1995 - September 2002
Seagate Technology 1987 - 1993
Education
University of Minnesota-Twin Cities 1988 — 1992
IIS, Business
Russ Paulin's Fidelity Experience February 2001 - June 2008
Job Experienced Systems Development Project Manager
Industry Financial Services
Experience
Self-Employed Empathium Solutions July 2011 - Present
Friends of the Norwell Public Library 2009 - July 2011
Fidelity February 2001 - June 2008
Fidelity Investments February 2001 - June 2008
Bank Boston 1996 - 2001
State Street Bank & Trust 1990 - 1996
CSC Partners 1984 - 1990
Computer Partners 1984 - 1990
CSC Consulting 1984 - 1990
Computer Sciences Corporation 1984 - 1990
Skills
Business Analysis, Financial Services, SDLC, Agile Methodologies, Integration, Enterprise Architecture, Requirements Analysis, PMP, Software Project..., Requirements Gathering, Program Management, Process Improvement, Databases, Management, Architecture, Vendor Management, Risk Management, Data Warehousing, IT Strategy, PMO, Project Portfolio..., Business Process..., Business Process, Visio, Business Intelligence, Business Requirements, Agile Project Management, Project Management, Consulting
Education
ARHS
University of Massachusetts, Amherst
Self-Employed Empathium Solutions July 2011 - Present
Friends of the Norwell Public Library 2009 - July 2011
Fidelity February 2001 - June 2008
Fidelity Investments February 2001 - June 2008
Bank Boston 1996 - 2001
State Street Bank & Trust 1990 - 1996
CSC Partners 1984 - 1990
Computer Partners 1984 - 1990
CSC Consulting 1984 - 1990
Computer Sciences Corporation 1984 - 1990
Skills
Business Analysis, Financial Services, SDLC, Agile Methodologies, Integration, Enterprise Architecture, Requirements Analysis, PMP, Software Project..., Requirements Gathering, Program Management, Process Improvement, Databases, Management, Architecture, Vendor Management, Risk Management, Data Warehousing, IT Strategy, PMO, Project Portfolio..., Business Process..., Business Process, Visio, Business Intelligence, Business Requirements, Agile Project Management, Project Management, Consulting
Education
ARHS
University of Massachusetts, Amherst
Kitty (Kathleen) Jenks's Fidelity Experience 2005 - 2009
Job Sr. Quality Assurance Engineer
Industry Computer Software
Experience
FUJIFILM Medical Systems U.S.A., Inc. June 2013 - Present
UltraLinq Healthcare Solutions, Inc. September 2010 - February 2013
Fidelity 2005 - 2009
NLG July 2004 - April 2005
Physiometrics October 2001 - June 2002
Traxit Technology October 2000 - July 2001
QA Kits February 2000 - October 2000
Modis Corporation September 1999 - April 2000
Sybase Corporation May 1997 - August 1999
Lotus Corporation May 1994 - April 1997
Skills
Quality Assurance, Agile Methodologies, Quality Center, Unix, Testing, System Testing, Regression Testing, QTP, Software Quality..., Software Documentation, Test Cases, Test Planning, Manual Testing, Test Management, Waterfall, SDLC
Education
Miller Motte College - Cary 2009 — 2010
Bradford College, Massachusetts 1973 — 1975
AA, Liberal Arts
University of Massachusetts Lowell
FUJIFILM Medical Systems U.S.A., Inc. June 2013 - Present
UltraLinq Healthcare Solutions, Inc. September 2010 - February 2013
Fidelity 2005 - 2009
NLG July 2004 - April 2005
Physiometrics October 2001 - June 2002
Traxit Technology October 2000 - July 2001
QA Kits February 2000 - October 2000
Modis Corporation September 1999 - April 2000
Sybase Corporation May 1997 - August 1999
Lotus Corporation May 1994 - April 1997
Skills
Quality Assurance, Agile Methodologies, Quality Center, Unix, Testing, System Testing, Regression Testing, QTP, Software Quality..., Software Documentation, Test Cases, Test Planning, Manual Testing, Test Management, Waterfall, SDLC
Education
Miller Motte College - Cary 2009 — 2010
Bradford College, Massachusetts 1973 — 1975
AA, Liberal Arts
University of Massachusetts Lowell
Ian Langley's Fidelity Experience ArchitectFidelity Investments1994 - October 2011
Job VP Architecture at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity ArchitectFidelity Investments1994 - October 2011
Fidelity Family Office Services 2005 - 2007
Education
University of Newcastle 1983 — 1987
bachelor of Mathematics
University of Sydney 1983 — 1986
Fidelity Investments July 2012 - Present
Fidelity ArchitectFidelity Investments1994 - October 2011
Fidelity Family Office Services 2005 - 2007
Education
University of Newcastle 1983 — 1987
bachelor of Mathematics
University of Sydney 1983 — 1986
Erika deLone's Fidelity Experience August 2007 - Present
Job Equity Analyst at Fidelity
Industry Investment Management
Experience
Fidelity August 2007 - Present
Education
University of Pennsylvania - The Wharton School 2005 — 2007
Fidelity August 2007 - Present
Education
University of Pennsylvania - The Wharton School 2005 — 2007
Paul MacFarlane's Fidelity Experience Programmer/AnalystFidelity Investments1998 - Present
Job SR SOFTWARE ENGINEER/DEVELOPER at Fidelity
Industry Financial Services
Experience
Fidelity Programmer/AnalystFidelity Investments1998 - Present
Fidelity 1998 - 2008
Education
University of Massachusetts Lowell 1992 — 1996
Fidelity Programmer/AnalystFidelity Investments1998 - Present
Fidelity 1998 - 2008
Education
University of Massachusetts Lowell 1992 — 1996
Doug Neubauer's Fidelity Experience Oracle Applications DBAFidelity National Information Services / Fidelity National Financial2006 - Present
Job Oracle Applications DBA at Fidelity
Industry Banking
Experience
Fidelity Oracle Applications DBAFidelity National Information Services / Fidelity National Financial2006 - Present
Nascent Systems 2006 - Present
i2 Technologies 2000 - 2002
Computer Systems Authority 1996 - 1999
Skills
Oracle Applications, Databases, Patch Management, Oracle E-Business Suite, Linux, Troubleshooting, RMAN, Production, Software Installation, Unix, Solaris, Performance Tuning, Oracle RAC, Oracle, SQL Tuning, Requirements Analysis, High Availability, Unix Shell Scripting, Oracle HR, Database Administration, Oracle Discoverer, Business Intelligence
Education
University of Oklahoma 1978 — 1987
Fidelity Oracle Applications DBAFidelity National Information Services / Fidelity National Financial2006 - Present
Nascent Systems 2006 - Present
i2 Technologies 2000 - 2002
Computer Systems Authority 1996 - 1999
Skills
Oracle Applications, Databases, Patch Management, Oracle E-Business Suite, Linux, Troubleshooting, RMAN, Production, Software Installation, Unix, Solaris, Performance Tuning, Oracle RAC, Oracle, SQL Tuning, Requirements Analysis, High Availability, Unix Shell Scripting, Oracle HR, Database Administration, Oracle Discoverer, Business Intelligence
Education
University of Oklahoma 1978 — 1987
Meera Subramanian's Fidelity Experience January 2007 - May 2009
Job Program Manager at The MathWorks
Industry Information Technology and Services
Experience
The MathWorks January 2013 - Present
Kronos June 2011 - December 2012
HummingBytes November 2010 - July 2011
Fidelity January 2007 - May 2009
American Student Assistance September 1999 - January 2007
Liberty Funds Group 1997 - 1999
Tata Unisys 1993 - 1996
Skills
SDLC, Agile Methodologies, Software Project..., Requirements Analysis, Requirements Gathering, Waterfall, Business Analysis, Scrum, Agile Project Management, Project Portfolio..., Business Requirements, PMO, Program Management, Project Management, Database Design, Management, Business Intelligence, Enterprise Software, Software Development, Data Warehousing, SOA, ETL, Integration, Enterprise Architecture, Leadership
Education
VJTI 1993 — 1996
MCA
The MathWorks January 2013 - Present
Kronos June 2011 - December 2012
HummingBytes November 2010 - July 2011
Fidelity January 2007 - May 2009
American Student Assistance September 1999 - January 2007
Liberty Funds Group 1997 - 1999
Tata Unisys 1993 - 1996
Skills
SDLC, Agile Methodologies, Software Project..., Requirements Analysis, Requirements Gathering, Waterfall, Business Analysis, Scrum, Agile Project Management, Project Portfolio..., Business Requirements, PMO, Program Management, Project Management, Database Design, Management, Business Intelligence, Enterprise Software, Software Development, Data Warehousing, SOA, ETL, Integration, Enterprise Architecture, Leadership
Education
VJTI 1993 — 1996
MCA
Tamara Mestechkin's Fidelity Experience 1996 - 2000
Job Senior Business Systems Analyst/ Project Manager at CRICO
Industry Insurance
Experience
CRICO, Risk Management Firm 2013 - Present
ING 2004 - 2013
ING, formerly Citistreet 2004 - 2007
Watson Wyatt 2000 - 2003
Fidelity 1996 - 2000
Skills
Business Requirements, Business Analysis, Process Improvement, SDLC, Project Management
Education
University of Illinois at Urbana-Champaign 1991 — 1995
19
CRICO, Risk Management Firm 2013 - Present
ING 2004 - 2013
ING, formerly Citistreet 2004 - 2007
Watson Wyatt 2000 - 2003
Fidelity 1996 - 2000
Skills
Business Requirements, Business Analysis, Process Improvement, SDLC, Project Management
Education
University of Illinois at Urbana-Champaign 1991 — 1995
19
Rajesh Manjrekar's Fidelity Experience June 1996 - April 2001
Job AVP (IT Infrastructure) at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2007 - Present
UBS December 2006 - April 2007
Pepsi Bottling Group May 2002 - November 2006
Persumma Financials April 2001 - December 2001
Fidelity June 1996 - April 2001
DB Concepts Inc June 1995 - June 1996
Raymond Synthetics Ltd, India April 1994 - June 1995
Raymonds Synthetics Ltd, 1994 - 1995
Infotek Computers India November 1991 - November 1992
Skills
Sybase, Solaris, People Management, Disaster Recovery, Databases, Architecture, Administration, Troubleshooting, Sybase ASE, Database Administration, Performance Tuning, Production Support, ITIL, Replication, SDLC, Enterprise Architecture, Data Warehousing, Software Development, Database Design, Integration, AIX, Perl, Shell Scripting, Management, Architectures, IBM AIX
Education
University of Mumbai 1987 — 1990
BSc, Statistics and Computers
Harvard University Division of Continuing Education
Finance for the Nonfinancial Manager
MFS Investment Management April 2007 - Present
UBS December 2006 - April 2007
Pepsi Bottling Group May 2002 - November 2006
Persumma Financials April 2001 - December 2001
Fidelity June 1996 - April 2001
DB Concepts Inc June 1995 - June 1996
Raymond Synthetics Ltd, India April 1994 - June 1995
Raymonds Synthetics Ltd, 1994 - 1995
Infotek Computers India November 1991 - November 1992
Skills
Sybase, Solaris, People Management, Disaster Recovery, Databases, Architecture, Administration, Troubleshooting, Sybase ASE, Database Administration, Performance Tuning, Production Support, ITIL, Replication, SDLC, Enterprise Architecture, Data Warehousing, Software Development, Database Design, Integration, AIX, Perl, Shell Scripting, Management, Architectures, IBM AIX
Education
University of Mumbai 1987 — 1990
BSc, Statistics and Computers
Harvard University Division of Continuing Education
Finance for the Nonfinancial Manager
Stephen Whittier's Fidelity Experience March 2002 - March 2005
Job Senior Vice President Sales at Infinity HR Consulting Services
Industry Computer Software
Experience
Infinity HR Consulting Services January 2012 - Present
Peoplstrategy June 2009 - November 2011
Huroex January 2007 - May 2009
Empagio October 2006 - March 2007
Workscape March 2005 - December 2006
Fidelity March 2002 - March 2005
ADP 1983 - 2002
Skills
sales strategy, New Channel Development, Sales Growth, Relationship Management, SaaS, Salesforce.com, Sales Process, Account Management, Solution Selling, Enterprise Software, New Business Development, Direct Sales, Sales Management, Business Development, Employee Benefits, HRIS, Team Building, BPO, Human Resources, Marketing Strategy, Personnel Management, Training, Cold Calling, Payroll, Selling, Performance Management, Product Development, Leadership, Strategy, Sales Operations, Management, Recruiting
Education
University of Massachusetts Boston 1971 — 1975
bachelor of science
Infinity HR Consulting Services January 2012 - Present
Peoplstrategy June 2009 - November 2011
Huroex January 2007 - May 2009
Empagio October 2006 - March 2007
Workscape March 2005 - December 2006
Fidelity March 2002 - March 2005
ADP 1983 - 2002
Skills
sales strategy, New Channel Development, Sales Growth, Relationship Management, SaaS, Salesforce.com, Sales Process, Account Management, Solution Selling, Enterprise Software, New Business Development, Direct Sales, Sales Management, Business Development, Employee Benefits, HRIS, Team Building, BPO, Human Resources, Marketing Strategy, Personnel Management, Training, Cold Calling, Payroll, Selling, Performance Management, Product Development, Leadership, Strategy, Sales Operations, Management, Recruiting
Education
University of Massachusetts Boston 1971 — 1975
bachelor of science
Meg O'Leary's Fidelity Experience October 2001 - Present
Job Principal QA Engineer at Fidelity
Industry Financial Services
Experience
Fidelity October 2001 - Present
Intersolv 1991 - 1999
Education
University of Massachusetts, Amherst
Fidelity October 2001 - Present
Intersolv 1991 - 1999
Education
University of Massachusetts, Amherst
Leonard Bento's Fidelity Experience June 2013 - Present
Job Trust Operations Representative at Fidelity
Industry Investment Management
Experience
Fidelity June 2013 - Present
Education
University of Rhode Island 1980 — 1985
Fidelity June 2013 - Present
Education
University of Rhode Island 1980 — 1985
Lori Ludick's Fidelity Experience July 2006 - April 2007
Job Sr. Project Manager PMP, MBA 15+ Yrs IT/Software Development
Industry Information Technology and Services
Experience
JPMorgan Chase September 2008 - Present
TEKsystems November 2007 - September 2008
WellCare April 2007 - October 2007
Fidelity July 2006 - April 2007
WellCare June 2005 - June 2006
WebMD June 1996 - May 2005
Integraph Corporation January 1992 - August 1993
Skills
Requirements Analysis, Business Analysis, Project Management, SDLC, Cross-functional Team..., Management, Product Management, Project Planning, PMO, Process Improvement, PMP, Leadership, Project Portfolio..., Visio, Vendor Management, Business Process..., Integration, Team Management, Software Project..., Software Documentation, IT Strategy, Program Management
Education
University of Florida 2003 — 2005
MBA, General Studies
University of Florida 1986 — 1991
BS, Mathematics
JPMorgan Chase September 2008 - Present
TEKsystems November 2007 - September 2008
WellCare April 2007 - October 2007
Fidelity July 2006 - April 2007
WellCare June 2005 - June 2006
WebMD June 1996 - May 2005
Integraph Corporation January 1992 - August 1993
Skills
Requirements Analysis, Business Analysis, Project Management, SDLC, Cross-functional Team..., Management, Product Management, Project Planning, PMO, Process Improvement, PMP, Leadership, Project Portfolio..., Visio, Vendor Management, Business Process..., Integration, Team Management, Software Project..., Software Documentation, IT Strategy, Program Management
Education
University of Florida 2003 — 2005
MBA, General Studies
University of Florida 1986 — 1991
BS, Mathematics
Bob Pavano's Fidelity Experience Telcom personFidelity Investments2000 - Present
Job Engineer at Fidelity
Industry Telecommunications
Experience
Fidelity Telcom personFidelity Investments2000 - Present
Education
University of New Hampshire
Fidelity Telcom personFidelity Investments2000 - Present
Education
University of New Hampshire
Louise Hickey's Fidelity Experience 1999 - 2008
Job Para educator and Substitute Teacher at Hollis Brookline School District
Industry Individual & Family Services
Experience
Hollis Brookline School District September 2011 - Present
Bishop Brady High School November 2009 - June 2011
Nashua School District January 2009 - June 2009
Fidelity Investments May 1999 - December 2008
Fidelity Investments 1999 - 2008
Fidelity 1999 - 2008
Fidelity Investments May 1999 - September 2007
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Management, Program Management, Customer Service, Process Improvement, English, Teaching, Invoicing, SharePoint, Event Planning, Microsoft Word, Lotus Notes, Database Administration
Education
University of New Hampshire 1960 — 1964
Bachelor of Arts (B.A.), English Education
Hollis Brookline School District September 2011 - Present
Bishop Brady High School November 2009 - June 2011
Nashua School District January 2009 - June 2009
Fidelity Investments May 1999 - December 2008
Fidelity Investments 1999 - 2008
Fidelity 1999 - 2008
Fidelity Investments May 1999 - September 2007
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Management, Program Management, Customer Service, Process Improvement, English, Teaching, Invoicing, SharePoint, Event Planning, Microsoft Word, Lotus Notes, Database Administration
Education
University of New Hampshire 1960 — 1964
Bachelor of Arts (B.A.), English Education
Umang Patel's Fidelity Experience March 2015 - August 2015
Job System Integration Engineer at Luminex Trading & Analytics LLC
Industry Financial Services
Experience
Luminex Trading & Analytics LLC September 2015 - Present
Fidelity March 2015 - August 2015
Linedata Services January 2008 - March 2015
Beauchamp Financial Technology (Linedata Services) June 2007 - January 2008
Empirix January 2006 - August 2006
Skills
Electronic Trading, Trading Systems, Order Management, Equities, Market Data, Bloomberg, FX, Equity Trading, Options, Trading, Exchange Connectivity, Smart Order Routing, Financial Markets, Hedge Funds, Fidessa, Program Trading, FX trading, Commodities, Equity Derivatives, Trading Technology, Back Office, Fixed Income, Swaps
Education
Worcester Polytechnic Institute 2003 — 2007
BS, Electrical Computer Eng.
UMass Dartmouth 2002 — 2003
Luminex Trading & Analytics LLC September 2015 - Present
Fidelity March 2015 - August 2015
Linedata Services January 2008 - March 2015
Beauchamp Financial Technology (Linedata Services) June 2007 - January 2008
Empirix January 2006 - August 2006
Skills
Electronic Trading, Trading Systems, Order Management, Equities, Market Data, Bloomberg, FX, Equity Trading, Options, Trading, Exchange Connectivity, Smart Order Routing, Financial Markets, Hedge Funds, Fidessa, Program Trading, FX trading, Commodities, Equity Derivatives, Trading Technology, Back Office, Fixed Income, Swaps
Education
Worcester Polytechnic Institute 2003 — 2007
BS, Electrical Computer Eng.
UMass Dartmouth 2002 — 2003
Debbie Bowie's Fidelity Experience 1978 - 1988
Job Manager, Comina
Industry Retail
Experience
Mullen Advertising April 1999 - Present
Fidelity 1978 - 1988
Education
University of Maine 1974 — 1978
BA, Political Science, History
Mullen Advertising April 1999 - Present
Fidelity 1978 - 1988
Education
University of Maine 1974 — 1978
BA, Political Science, History
Glenn Farrow's Fidelity Experience 2001 - 2004
Job Manager, Application Processing at Project Management Institute
Industry Financial Services
Experience
Project Management Institute October 2007 - Present
De Lage Landen 2004 - 2007
Fidelity 2001 - 2004
Discover Financial Services February 1987 - 2001
Chase 1984 - 1987
Skills
Business Process..., Process Improvement, Project Management, Team Leadership, Team Building, Operations Management, Operating Budgets, Vendor Management..., Cross Functional..., Program Management, Change Management, Management, Strategy, Risk Management, Business Analysis, Vendor Management, Leadership
Education
University of Delaware 1979 — 1983
Bachelor of Science (B.S.), Economics
William Penn High School 1975 — 1979
Project Management Institute October 2007 - Present
De Lage Landen 2004 - 2007
Fidelity 2001 - 2004
Discover Financial Services February 1987 - 2001
Chase 1984 - 1987
Skills
Business Process..., Process Improvement, Project Management, Team Leadership, Team Building, Operations Management, Operating Budgets, Vendor Management..., Cross Functional..., Program Management, Change Management, Management, Strategy, Risk Management, Business Analysis, Vendor Management, Leadership
Education
University of Delaware 1979 — 1983
Bachelor of Science (B.S.), Economics
William Penn High School 1975 — 1979
Simone Silva, CPP's Fidelity Experience December 2000 - February 2009
Job Director of Payroll and HR Service Center at Agero Administrative Service Corp.
Industry Human Resources
Experience
Agero Administrative Service Corp.(formerly Cross Country) April 2009 - Present
Fidelity December 2000 - February 2009
Ceridian Employer Services December 1990 - December 2000
Education
University of Massachusetts Lowell 1986 — 2004
BS, Information Systems
Agero Administrative Service Corp.(formerly Cross Country) April 2009 - Present
Fidelity December 2000 - February 2009
Ceridian Employer Services December 1990 - December 2000
Education
University of Massachusetts Lowell 1986 — 2004
BS, Information Systems
Jody Crownover's Fidelity Experience 2000 - 2007
Job Process Improvement, Manager at Nestlé Waters North America
Industry Human Resources
Experience
Nestlé Waters North America November 2012 - July 2014
ADP August 2012 - November 2012
ADP April 2011 - August 2012
Mercer January 2011 - April 2011
Mercer September 2007 - December 2010
Fidelity Investments August 2000 - September 2007
Fidelity 2000 - 2007
Skills
401k, Employee Benefits, Retirement, Benefits Administration, Pensions, Series 63, Financial Services, Defined Contribution, Relationship Management, Vendor Management, Mutual Funds, Business Analysis, Process Improvement, HRIS, Call Center, Project Management, Performance Management, Talent Acquisition, Series 6, Staff Development, CRM, Call Centers, Management, Outsourcing, Customer Service, Leadership, Team Leadership
Education
University of Massachusetts Dartmouth 1994 — 1998
BS, English Writting and Communication; Early Childhood Education
Nestlé Waters North America November 2012 - July 2014
ADP August 2012 - November 2012
ADP April 2011 - August 2012
Mercer January 2011 - April 2011
Mercer September 2007 - December 2010
Fidelity Investments August 2000 - September 2007
Fidelity 2000 - 2007
Skills
401k, Employee Benefits, Retirement, Benefits Administration, Pensions, Series 63, Financial Services, Defined Contribution, Relationship Management, Vendor Management, Mutual Funds, Business Analysis, Process Improvement, HRIS, Call Center, Project Management, Performance Management, Talent Acquisition, Series 6, Staff Development, CRM, Call Centers, Management, Outsourcing, Customer Service, Leadership, Team Leadership
Education
University of Massachusetts Dartmouth 1994 — 1998
BS, English Writting and Communication; Early Childhood Education
Sheetal Bhadola's Fidelity Experience August 2007 - June 2011
Job Business Systems Analyst at Fidelity
Industry Information Services
Experience
Fidelity Investments June 2011 - Present
Fidelity August 2007 - June 2011
Education
University of Massachusetts Lowell 1994 — 1998
Fidelity Investments June 2011 - Present
Fidelity August 2007 - June 2011
Education
University of Massachusetts Lowell 1994 — 1998
Prof. Luciano Brito's Fidelity Experience January 2008 - September 2008
Job Adjunct Faculty at Portland Community College
Industry Education Management
Experience
Portland Community College July 2009 - Present
Atos International September 2008 - Present
University of Phoenix July 2002 - Present
Sinapses 2002 - 2010
Fidelity January 2008 - September 2008
PTC April 2006 - August 2007
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 1999
University of Phoenix-Oregon Campus
Portland Community College July 2009 - Present
Atos International September 2008 - Present
University of Phoenix July 2002 - Present
Sinapses 2002 - 2010
Fidelity January 2008 - September 2008
PTC April 2006 - August 2007
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 1999
University of Phoenix-Oregon Campus
Frank Estabrook's Fidelity Experience 1989 - 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments November 2005 - June 2007
Fidelity 1989 - 2007
Fidelity Investments 2000 - 2006
Fidelity Investments August 2003 - November 2005
Fidelity Investments February 2000 - August 2003
Fidelity Investments June 1994 - February 2000
Fidelity Investments November 1992 - June 1994
AIG August 1992 - November 1992
UnumProvident March 1992 - August 1992
John Hancock October 1988 - March 1992
Skills
Strategy, Business Process..., IT Operations, ITIL, Leadership, Program Management, Process Improvement, SDLC, Unix, Management, Vendor Management, Disaster Recovery, Information Technology, Servers, Software Development
Education
University of Massachusetts Lowell 1978 — 1980
Fidelity Investments November 2005 - June 2007
Fidelity 1989 - 2007
Fidelity Investments 2000 - 2006
Fidelity Investments August 2003 - November 2005
Fidelity Investments February 2000 - August 2003
Fidelity Investments June 1994 - February 2000
Fidelity Investments November 1992 - June 1994
AIG August 1992 - November 1992
UnumProvident March 1992 - August 1992
John Hancock October 1988 - March 1992
Skills
Strategy, Business Process..., IT Operations, ITIL, Leadership, Program Management, Process Improvement, SDLC, Unix, Management, Vendor Management, Disaster Recovery, Information Technology, Servers, Software Development
Education
University of Massachusetts Lowell 1978 — 1980
Patrick Bouthillier's Fidelity Experience 2002 - 2005
Job Lead Desktop Engineer at pfizer laboratorios
Industry Computer Software
Experience
pfizer laboratorios July 2013 - Present
MIT Lincoln Laboratory July 2010 - Present
CompuCom 2009 - 2010
Tek Systems June 2006 - October 2009
Fidelity 2002 - 2005
Skills
MSI, VBScript, System Deployment, SCCM, Windows 7, Software Installation
Education
University of Rhode Island - College of Business Administration 1995 — 2000
MBA, MIS
pfizer laboratorios July 2013 - Present
MIT Lincoln Laboratory July 2010 - Present
CompuCom 2009 - 2010
Tek Systems June 2006 - October 2009
Fidelity 2002 - 2005
Skills
MSI, VBScript, System Deployment, SCCM, Windows 7, Software Installation
Education
University of Rhode Island - College of Business Administration 1995 — 2000
MBA, MIS
Stephen McVay's Fidelity Experience 1996 - 1996
Job M2 Capital LLC
Industry Investment Management
Experience
M2 Capital LLC September 2014 - Present
Wellington Management December 2011 - September 2014
Wellington Management Company, LLP 2001 - August 2008
Investors Bank & Trust Company 1997 - 2001
Fidelity 1996 - 1996
Skills
Bloomberg, Fixed Income, Investment Operations, Customer Relations, Equities
Education
University of North Alabama 1993 — 1996
BS, Finance and Business Management
M2 Capital LLC September 2014 - Present
Wellington Management December 2011 - September 2014
Wellington Management Company, LLP 2001 - August 2008
Investors Bank & Trust Company 1997 - 2001
Fidelity 1996 - 1996
Skills
Bloomberg, Fixed Income, Investment Operations, Customer Relations, Equities
Education
University of North Alabama 1993 — 1996
BS, Finance and Business Management
Adelki Polce's Fidelity Experience 1993 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Capital Markets 1998 - 2005
fidelity 1993 - 2005
Education
University of North Texas 1987 — 1992
Fidelity Capital Markets 1998 - 2005
fidelity 1993 - 2005
Education
University of North Texas 1987 — 1992
Vanita Parkar's Fidelity Experience 2005 - 2008
Job Project Manager at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments May 2012 - Present
McDonald's 2010 - April 2012
Fidelity 2005 - 2008
Skills
SDLC, Program Management, Requirements Analysis, Vendor Management, Business Intelligence, Data Warehousing, PMO, Project Management, Software Project..., Business Analysis, MS Project, Data Modeling, Requirements Gathering, Database Design, ETL, Visio, Agile Project Management, PMP, Agile Methodologies, IT Strategy, Oracle, Informatica
Education
Management Institute of Software
Project Management Institute
Project Management Professional (PMP)
University of Mumbai
Fidelity Investments May 2012 - Present
McDonald's 2010 - April 2012
Fidelity 2005 - 2008
Skills
SDLC, Program Management, Requirements Analysis, Vendor Management, Business Intelligence, Data Warehousing, PMO, Project Management, Software Project..., Business Analysis, MS Project, Data Modeling, Requirements Gathering, Database Design, ETL, Visio, Agile Project Management, PMP, Agile Methodologies, IT Strategy, Oracle, Informatica
Education
Management Institute of Software
Project Management Institute
Project Management Professional (PMP)
University of Mumbai
Gaurav Midha's Fidelity Experience March 2006 - June 2006
Job Sr. Accounting Analyst at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) August 2006 - Present
John Hancock August 2006 - May 2010
Fidelity March 2006 - June 2006
Sentillion September 2005 - December 2005
Education
University of Rhode Island 2000 — 2005
B.A., Economics
John Hancock Life Insurance Company (U.S.A.) August 2006 - Present
John Hancock August 2006 - May 2010
Fidelity March 2006 - June 2006
Sentillion September 2005 - December 2005
Education
University of Rhode Island 2000 — 2005
B.A., Economics
Bernard Kelly's Fidelity Experience June 2009 - Present
Job Senior Director Credit Risk at Fidelity
Industry Financial Services
Experience
Fidelity June 2009 - Present
Fidelity Investments June 2007 - June 2009
Fidelity Investments February 2005 - June 2006
Fidelity Investments September 1999 - March 2004
Skills
Options, Equities, Back Office, Analysis, Securities, Risk Management, Series 7, Process Improvement, Financial Services, Trading, Financial Risk, Fixed Income, Management, Mutual Funds, Alternative Investments, Bloomberg, Executive Management, Credit Risk, Banking, Operational Risk, Trading Systems, Series 63, Hedge Funds, Series 24
Education
University of Scranton 1988 — 1992
Fidelity June 2009 - Present
Fidelity Investments June 2007 - June 2009
Fidelity Investments February 2005 - June 2006
Fidelity Investments September 1999 - March 2004
Skills
Options, Equities, Back Office, Analysis, Securities, Risk Management, Series 7, Process Improvement, Financial Services, Trading, Financial Risk, Fixed Income, Management, Mutual Funds, Alternative Investments, Bloomberg, Executive Management, Credit Risk, Banking, Operational Risk, Trading Systems, Series 63, Hedge Funds, Series 24
Education
University of Scranton 1988 — 1992
cheri. tolar's Fidelity Experience January 1982 - January 1985
Job Design Source International
Industry Wholesale
Experience
Design Source International, Inc. (DSI) January 1991 - Present
Design Source Int'l September 1984 - December 1990
Fidelity January 1982 - January 1985
Ann Person's Stretch & Sew Inc. 1978 - 1981
Skills
Sales Management, Sales Operations, Business Strategy, Retail, Account Management, Leadership, Budgets, Coaching, Strategic Planning, Contract Negotiation, Management, New Business Development, Social Media, Team Building
Education
David Douglas
University of Oregon
BS, Finance, Summa Cum Laude
Design Source International, Inc. (DSI) January 1991 - Present
Design Source Int'l September 1984 - December 1990
Fidelity January 1982 - January 1985
Ann Person's Stretch & Sew Inc. 1978 - 1981
Skills
Sales Management, Sales Operations, Business Strategy, Retail, Account Management, Leadership, Budgets, Coaching, Strategic Planning, Contract Negotiation, Management, New Business Development, Social Media, Team Building
Education
David Douglas
University of Oregon
BS, Finance, Summa Cum Laude
Wente Patricia's Fidelity Experience July 2011 - Present
Job Director, Digital Platforms
Industry Financial Services
Experience
Fidelity July 2011 - Present
Skills
Business Analysis, SDLC
Education
University of Alaska Fairbanks 1991 — 1993
Fidelity July 2011 - Present
Skills
Business Analysis, SDLC
Education
University of Alaska Fairbanks 1991 — 1993
Patricia McHugh's Fidelity Experience September 2001 - April 2002
Job Training and Quality Manager at PRC
Industry Consumer Services
Experience
DIRECTV June 2015 - Present
PRC January 2007 - June 2014
PRC, LLC May 2005 - December 2006
CONSULTANT, Training and Organizational Development September 1991 - June 2003
FIDELITY September 2001 - April 2002
WECK CLOSURE SYSTEMS July 2000 - August 2001
PROTECH COMMUNICATIONS, INC September 1995 - August 1997
Skills
Workforce Management, BPO, Call Center, Contact Centers, Call Centers, Customer Experience, Outsourcing, Inbound Marketing, Call Center Development, Process Improvement, Customer Satisfaction, Six Sigma, Avaya, Vendor Management, Lean Six Sigma – Yellow..., ASTD – American Society..., ISPE – International..., Zenger-Miller Certified, NTE – National Teachers..., Teaching Certification...
Education
University of Massachusetts Dartmouth
Business Education Certification, Education
University of Maryland College Park
BS, Business and Management
DIRECTV June 2015 - Present
PRC January 2007 - June 2014
PRC, LLC May 2005 - December 2006
CONSULTANT, Training and Organizational Development September 1991 - June 2003
FIDELITY September 2001 - April 2002
WECK CLOSURE SYSTEMS July 2000 - August 2001
PROTECH COMMUNICATIONS, INC September 1995 - August 1997
Skills
Workforce Management, BPO, Call Center, Contact Centers, Call Centers, Customer Experience, Outsourcing, Inbound Marketing, Call Center Development, Process Improvement, Customer Satisfaction, Six Sigma, Avaya, Vendor Management, Lean Six Sigma – Yellow..., ASTD – American Society..., ISPE – International..., Zenger-Miller Certified, NTE – National Teachers..., Teaching Certification...
Education
University of Massachusetts Dartmouth
Business Education Certification, Education
University of Maryland College Park
BS, Business and Management
Monica Handy's Fidelity Experience July 1998 - Present
Job Sr Project Mgr Fidelity Investments, PMP
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Fidelity July 1998 - Present
Skills
PMP, SDLC, Business Analysis, Vendor Management, Requirements Analysis, Software Project..., Program Management, Agile Methodologies, Project Portfolio..., Business Process..., Enterprise Architecture, Requirements Gathering, Process Improvement, Visio, IT Strategy, Business Intelligence, Business Requirements, Agile Project Management
Education
University of Rhode Island
Bachelor's degree, Psychology
Fidelity Investments 2007 - Present
Fidelity July 1998 - Present
Skills
PMP, SDLC, Business Analysis, Vendor Management, Requirements Analysis, Software Project..., Program Management, Agile Methodologies, Project Portfolio..., Business Process..., Enterprise Architecture, Requirements Gathering, Process Improvement, Visio, IT Strategy, Business Intelligence, Business Requirements, Agile Project Management
Education
University of Rhode Island
Bachelor's degree, Psychology
Riccardo (Rick) Russo's Fidelity Experience 1995 - 2002
Job Senior Software Engineer
Industry Information Technology and Services
Experience
Thomson Reuters Elite May 2014 - Present
G4S Technology January 2010 - May 2014
QCMetrix, Inc. January 2009 - December 2009
Fidelity Investments December 2006 - January 2009
Federal Reserve Bank of Boston January 2005 - November 2006
channelwave 1999 - 2003
fidelity 1995 - 2002
Skills
C#, SQL Server, ASP.NET, ASP, Windows, .NET, Visual Basic, XML, HTML, Java, Databases, CSS, Agile, JavaScript, SQL, AJAX, Visual Studio, VB.NET, Access, SSRS, T-SQL, Software Development, Web Services, C++, WCF, SDLC, Architecture, C, Subversion, LINQ, OOP, MySQL, jQuery, ADO.NET, SOA, Web Development, DHTML, UML, MVC, Web Applications, ASP.NET MVC, IIS, Microsoft SQL Server, XSLT, Agile Methodologies
Education
University of Massachusetts Lowell 2014 — 2018
Bachelor of Science (B.S.), Information Technology
Thomson Reuters Elite May 2014 - Present
G4S Technology January 2010 - May 2014
QCMetrix, Inc. January 2009 - December 2009
Fidelity Investments December 2006 - January 2009
Federal Reserve Bank of Boston January 2005 - November 2006
channelwave 1999 - 2003
fidelity 1995 - 2002
Skills
C#, SQL Server, ASP.NET, ASP, Windows, .NET, Visual Basic, XML, HTML, Java, Databases, CSS, Agile, JavaScript, SQL, AJAX, Visual Studio, VB.NET, Access, SSRS, T-SQL, Software Development, Web Services, C++, WCF, SDLC, Architecture, C, Subversion, LINQ, OOP, MySQL, jQuery, ADO.NET, SOA, Web Development, DHTML, UML, MVC, Web Applications, ASP.NET MVC, IIS, Microsoft SQL Server, XSLT, Agile Methodologies
Education
University of Massachusetts Lowell 2014 — 2018
Bachelor of Science (B.S.), Information Technology
Shelley Ellis's Fidelity Experience 1983 - 1992
Job PROFESSIONAL at LISA HIGGINGS, CPA
Industry Accounting
Experience
LISA HIGGINGS, CPA Director, Project MgmtCUNA Mutual Group1994 - 1997
CUNA BROKERAGE SERVICES 1993 - 1997
Fidelity 1983 - 1992
Education
University of Arkansas 1979 — 1983
BBA, FINANCE
LISA HIGGINGS, CPA Director, Project MgmtCUNA Mutual Group1994 - 1997
CUNA BROKERAGE SERVICES 1993 - 1997
Fidelity 1983 - 1992
Education
University of Arkansas 1979 — 1983
BBA, FINANCE
James Fette, PMP's Fidelity Experience January 2003 - January 2010
Job Recognized leader in strategic planning, program management and relationship management
Industry Financial Services
Experience
Fidelity Investments January 2010 - Present
Fidelity January 2003 - January 2010
Putnam Investments 2000 - 2003
Montgomery Asset Management 1998 - 2000
ERE Rosen Real Estate Securities 1997 - 1998
Wells Fargo 1994 - 1997
Skills
Program Management, Investments, Financial Services, Cross-functional Team..., Project Planning, Process Improvement, Strategy, Project Management, SDLC, Portfolio Management, Strategic Planning, Financial Analysis, Change Management, Leadership, Business Analysis, Vendor Management, Risk Management, Mutual Funds, Business Process...
Education
University of Rhode Island 1987 — 1991
BS, Accounting
Fidelity Investments January 2010 - Present
Fidelity January 2003 - January 2010
Putnam Investments 2000 - 2003
Montgomery Asset Management 1998 - 2000
ERE Rosen Real Estate Securities 1997 - 1998
Wells Fargo 1994 - 1997
Skills
Program Management, Investments, Financial Services, Cross-functional Team..., Project Planning, Process Improvement, Strategy, Project Management, SDLC, Portfolio Management, Strategic Planning, Financial Analysis, Change Management, Leadership, Business Analysis, Vendor Management, Risk Management, Mutual Funds, Business Process...
Education
University of Rhode Island 1987 — 1991
BS, Accounting
Beth CHASTAIN's Fidelity Experience November 2011 - November 2012
Job Escrow Assistant
Industry Real Estate
Experience
First American Title March 2015 - Present
Urban Lending Solutions November 2011 - March 2014
Fidelity November 2011 - November 2012
Skills
Banking, Customer Service, Access, Loans, Training, Mortgage Banking, Loss Mitigation, Visio, Microsoft Office, Mortgage Servicing, Business Analysis, Financial Analysis, Analysis, Data Analysis, Outlook, Troubleshooting, Mortgage Lending, HAMP, Call Centers, Finance, Credit, Loan Servicing, Risk Management, Software Documentation, Default, Loan Modifications, Mortgage Underwriting, Underwriting, Investment Properties, FHA, Real Estate
Education
Hackett High School 1971 — 1976
University of Arkansas-Fort Smith
First American Title March 2015 - Present
Urban Lending Solutions November 2011 - March 2014
Fidelity November 2011 - November 2012
Skills
Banking, Customer Service, Access, Loans, Training, Mortgage Banking, Loss Mitigation, Visio, Microsoft Office, Mortgage Servicing, Business Analysis, Financial Analysis, Analysis, Data Analysis, Outlook, Troubleshooting, Mortgage Lending, HAMP, Call Centers, Finance, Credit, Loan Servicing, Risk Management, Software Documentation, Default, Loan Modifications, Mortgage Underwriting, Underwriting, Investment Properties, FHA, Real Estate
Education
Hackett High School 1971 — 1976
University of Arkansas-Fort Smith
Guy Morello's Fidelity Experience 1995 - February 2011
Job Automated Test Engineer Web Services
Industry Information Technology and Services
Experience
Kronos November 2014 - February 2015
UMass Medical School March 2014 - September 2014
MultiPlan August 2010 - March 2014
fidelity 1995 - February 2011
OMGEO LLC 1998 - 2008
Skills
Unix, Testing, Quality Assurance, Test Cases, Test Automation, SDLC, Test Planning, Automation, QTP, Agile Methodologies, XML, SQL, Requirements Analysis, Software Quality..., Software Development, Web Services, Scrum
Education
University of Massachusetts, Amherst 1973 — 1977
BS, engineering
Kronos November 2014 - February 2015
UMass Medical School March 2014 - September 2014
MultiPlan August 2010 - March 2014
fidelity 1995 - February 2011
OMGEO LLC 1998 - 2008
Skills
Unix, Testing, Quality Assurance, Test Cases, Test Automation, SDLC, Test Planning, Automation, QTP, Agile Methodologies, XML, SQL, Requirements Analysis, Software Quality..., Software Development, Web Services, Scrum
Education
University of Massachusetts, Amherst 1973 — 1977
BS, engineering
Howard Weinberg's Fidelity Experience 2000 - 2009
Job Sr. Software Engineer and Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Orcutt & Co., CPA's 2011 - 2011
Fidelity 2000 - 2009
Franciscan Health Systems of the Ohio Valley 1997 - 2000
Armco 1970 - 1984
Education
University of Cincinnati College of Business
BBA, Accounting
Fidelity Investments September 2011 - Present
Orcutt & Co., CPA's 2011 - 2011
Fidelity 2000 - 2009
Franciscan Health Systems of the Ohio Valley 1997 - 2000
Armco 1970 - 1984
Education
University of Cincinnati College of Business
BBA, Accounting
Galen Lara Minetz's Fidelity Experience June 2012 - Present
Job Senior Associate at Fidelity
Industry Human Resources
Experience
Fidelity June 2012 - Present
Buck Consultants June 2005 - May 2012
Education
University of Illinois at Urbana-Champaign 2002 — 2005
Master of Science, Actuarial Science
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science, Business Administration - Marketing
Fidelity June 2012 - Present
Buck Consultants June 2005 - May 2012
Education
University of Illinois at Urbana-Champaign 2002 — 2005
Master of Science, Actuarial Science
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science, Business Administration - Marketing
Alan Boudreau's Fidelity Experience September 1996 - Present
Job Analyst at Fidelity
Industry Financial Services
Experience
Fidelity September 1996 - Present
JCPBSI 1989 - 1996
Skills
Business Analysis, SDLC, Requirements Analysis, Software Project..., Process Improvement, Requirements Gathering, Vendor Management, Software Development, Visio, SQL, Integration, Agile Methodologies, Scrum, COBOL, JCL
Education
University of North Texas 1986 — 1989
BCIS, Information Systems
Fidelity September 1996 - Present
JCPBSI 1989 - 1996
Skills
Business Analysis, SDLC, Requirements Analysis, Software Project..., Process Improvement, Requirements Gathering, Vendor Management, Software Development, Visio, SQL, Integration, Agile Methodologies, Scrum, COBOL, JCL
Education
University of North Texas 1986 — 1989
BCIS, Information Systems
Ajoy Jain's Fidelity Experience January 2008 - June 2009
Job Computer Software Professional
Industry Computer Software
Experience
AvMed Corp July 2009 - December 2009
FIDELITY January 2008 - June 2009
Miami Institute of Human Genomics August 2007 - January 2008
ZONECAREUSA January 2004 - August 2007
EQUITRAC CORP January 2002 - January 2004
KARMA GROUP INC January 2001 - January 2002
Westlake school January 2000 - January 2002
SSCI January 1999 - January 2001
KPMG LLP January 1997 - January 2000
BWI Inex 1988 - 1994
Education
University of Mysore
BS, Electrical Engineering, graduated
AvMed Corp July 2009 - December 2009
FIDELITY January 2008 - June 2009
Miami Institute of Human Genomics August 2007 - January 2008
ZONECAREUSA January 2004 - August 2007
EQUITRAC CORP January 2002 - January 2004
KARMA GROUP INC January 2001 - January 2002
Westlake school January 2000 - January 2002
SSCI January 1999 - January 2001
KPMG LLP January 1997 - January 2000
BWI Inex 1988 - 1994
Education
University of Mysore
BS, Electrical Engineering, graduated
Nancy Buckley's Fidelity Experience 2000 - 2001
Job Human Resources Professional
Industry Human Resources
Experience
Fidelity 2000 - 2001
Fleet Bank 1999 - 2000
State Street 1998 - 1999
BankBoston 1989 - 1998
Skills
Talent Acquisition, Performance Management, Talent Management, Employee Relations, Onboarding
Education
University of Massachusetts Lowell 2008 — 2011
BLA, English and History
Fidelity 2000 - 2001
Fleet Bank 1999 - 2000
State Street 1998 - 1999
BankBoston 1989 - 1998
Skills
Talent Acquisition, Performance Management, Talent Management, Employee Relations, Onboarding
Education
University of Massachusetts Lowell 2008 — 2011
BLA, English and History
John Vanderheyden's Fidelity Experience 2000 - 2008
Job COO at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services January 2009 - Present
Fidelity 2000 - 2008
Dain Rauscher Incorporated 1992 - 2000
University of Minnesota 1987 - 1992
IBM 1980 - 1987
Skills
Series 24, Series 7, FINRA, Securities, Executive Management, Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Alternative Investments, Investments, Financial Services, Series 63
Education
University of Minnesota - Carlson School of Management
MBA, International Business
University of Minnesota - Carlson School of Management
BSB, International Business
NFP Advisor Services January 2009 - Present
Fidelity 2000 - 2008
Dain Rauscher Incorporated 1992 - 2000
University of Minnesota 1987 - 1992
IBM 1980 - 1987
Skills
Series 24, Series 7, FINRA, Securities, Executive Management, Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Alternative Investments, Investments, Financial Services, Series 63
Education
University of Minnesota - Carlson School of Management
MBA, International Business
University of Minnesota - Carlson School of Management
BSB, International Business
Conrad Lau's Fidelity Experience January 1994 - January 2003
Job Project Manager at CSX Technology
Industry Health, Wellness and Fitness
Experience
CSX Technology November 2014 - Present
Florida Blue formerly Blue Cross Blue Shield of Florida January 2003 - Present
Radical Applications, Inc January 1997 - January 2012
Alltel Information Services May 1996 - July 2003
Alltel Wireless July 1993 - July 2003
Fidelity January 1994 - January 2003
Ranger Transportation, Inc January 1986 - August 1994
Skills
Enterprise Architecture, IT Management, SOA, Management, Software Development, Agile Methodologies, Visio, Integration, Enterprise Software, IT Strategy, SharePoint, Disaster Recovery, Project Management, Healthcare Information..., Program Management, Analysis, SQL, Solution Architecture, HIPAA, ITIL, Servers, System Administration, IT Operations, Budgets, Architecture, Mortgage Banking, Financial Services, Data Center, Active Directory, IT Service Management, Change Management, Information Architecture, Operational Excellence, Identity Management, Critical Thinking, System Monitoring, package and custom..., IT management and..., budget develoment and..., Financial Industry, Problem Solving, Niku Clarity, HP Quality Center, SDLC, Agile Application...
Education
UNF 1986 — 1990
Bachelor of Science (BS), Computer Science
University of North Florida 1986 — 1990
Bachelor of Science, Computer Science
University of North Florida
Bachelor of Science (BS), Computer Science
CSX Technology November 2014 - Present
Florida Blue formerly Blue Cross Blue Shield of Florida January 2003 - Present
Radical Applications, Inc January 1997 - January 2012
Alltel Information Services May 1996 - July 2003
Alltel Wireless July 1993 - July 2003
Fidelity January 1994 - January 2003
Ranger Transportation, Inc January 1986 - August 1994
Skills
Enterprise Architecture, IT Management, SOA, Management, Software Development, Agile Methodologies, Visio, Integration, Enterprise Software, IT Strategy, SharePoint, Disaster Recovery, Project Management, Healthcare Information..., Program Management, Analysis, SQL, Solution Architecture, HIPAA, ITIL, Servers, System Administration, IT Operations, Budgets, Architecture, Mortgage Banking, Financial Services, Data Center, Active Directory, IT Service Management, Change Management, Information Architecture, Operational Excellence, Identity Management, Critical Thinking, System Monitoring, package and custom..., IT management and..., budget develoment and..., Financial Industry, Problem Solving, Niku Clarity, HP Quality Center, SDLC, Agile Application...
Education
UNF 1986 — 1990
Bachelor of Science (BS), Computer Science
University of North Florida 1986 — 1990
Bachelor of Science, Computer Science
University of North Florida
Bachelor of Science (BS), Computer Science
Catello Esposito's Fidelity Experience August 2006 - December 2007
Job Director Product Management, Money Markets
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments June 2012 - May 2015
Fidelity Investments December 2007 - June 2012
Fidelity August 2006 - December 2007
Skills
Series 63, Series 7, Product Life Cycle
Education
University of Massachusetts Boston 1996 — 2000
Business Management, Finance
Fidelity Investments May 2015 - Present
Fidelity Investments June 2012 - May 2015
Fidelity Investments December 2007 - June 2012
Fidelity August 2006 - December 2007
Skills
Series 63, Series 7, Product Life Cycle
Education
University of Massachusetts Boston 1996 — 2000
Business Management, Finance
Elizabeth Rosso's Fidelity Experience June 2005 - June 2012
Job Systems Services Support Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Liberty Mutual Insurance October 2012 - November 2013
Citizens Bank July 2012 - October 2012
Fidelity June 2005 - June 2012
University of Massachusetts Amherst 2002 - 2005
Skills
Microsoft SQL Server, SQL, Databases, T-SQL, SSIS, Database Design, Database Administration, SSRS, Data Warehousing, Unix, ETL, Data Modeling, Enterprise Architecture, Requirements Analysis, SQL Tuning, Performance Tuning
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Science (BS), Computer Science
Fidelity Investments June 2014 - Present
Liberty Mutual Insurance October 2012 - November 2013
Citizens Bank July 2012 - October 2012
Fidelity June 2005 - June 2012
University of Massachusetts Amherst 2002 - 2005
Skills
Microsoft SQL Server, SQL, Databases, T-SQL, SSIS, Database Design, Database Administration, SSRS, Data Warehousing, Unix, ETL, Data Modeling, Enterprise Architecture, Requirements Analysis, SQL Tuning, Performance Tuning
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor of Science (BS), Computer Science
Garrett Butler's Fidelity Experience June 2007 - June 2009
Job Operations Management at Avis / Budget Rent A Car Liva Bil AS
Industry Leisure, Travel & Tourism
Experience
Avis / Budget Rent A Car - Liva Bil AS November 2010 - Present
Avis/Budget Rental Car Company November 2010 - Present
Fidelity Information Systems March 2010 - November 2010
Fidelity June 2007 - June 2009
Puma North America June 2006 - April 2007
Airtransport International March 2003 - March 2006
Air Transport International, LLC March 2003 - March 2006
United States Department of Defense February 1999 - February 2003
U.S. Marine Corps February 1999 - February 2003
Education
University of Phoenix 2005 — 2009
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of Phoenix
Bachelor of Arts, Business Management
Avis / Budget Rent A Car - Liva Bil AS November 2010 - Present
Avis/Budget Rental Car Company November 2010 - Present
Fidelity Information Systems March 2010 - November 2010
Fidelity June 2007 - June 2009
Puma North America June 2006 - April 2007
Airtransport International March 2003 - March 2006
Air Transport International, LLC March 2003 - March 2006
United States Department of Defense February 1999 - February 2003
U.S. Marine Corps February 1999 - February 2003
Education
University of Phoenix 2005 — 2009
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of Phoenix
Bachelor of Arts, Business Management
Samantha Heeney's Fidelity Experience April 2005 - Present
Job Analyst at Fidelity
Industry Financial Services
Experience
Fidelity April 2005 - Present
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Customer Service, Management, Analysis, Business Analysis, Project Management, PowerPoint, Leadership
Education
University of Hawaii at Manoa 1995 — 2000
Doctor of Philosophy (Ph.D.), Mathematics
Fidelity April 2005 - Present
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Customer Service, Management, Analysis, Business Analysis, Project Management, PowerPoint, Leadership
Education
University of Hawaii at Manoa 1995 — 2000
Doctor of Philosophy (Ph.D.), Mathematics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.