Fidelity Brokerage 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 $2.46 trillion in assets under management as of March 2018. Customer service: 1 (800) 343-3548 Headquarters: Boston, MA CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.5 trillion USD (2018) Parent organization: FMR LLC Subsidiaries: Strategic Advisers, Inc,
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Fidelity Brokerage Company Employees
Novitex Enterprise Solutions April 2015 - Present
The McIntyre Group August 2008 - February 2015
Express Employment Professionals February 2007 - July 2008
Fidelity Brokerage Company March 2002 - September 2006
Education
University of Connecticut 1996 — 2000
Bachelor of Science in Business Administration, Major in Marketing / Minor in Communication Processes
TIAA-CREF June 2011 - Present
Fidelity Personal & Workplace Investing August 2007 - February 2009
Fidelity Personal Investing July 2004 - March 2007
Fidelity Personal Investing June 2005 - July 2006
Fidelity New Business & Market Development October 2003 - July 2004
Fidelity Brokerage Company November 2000 - October 2002
Fidelity New Business & Market Development February 1996 - December 1999
Nolan, Norton & Co. 1980 - 1988
Skills
Marketing Strategy, Marketing, Market Research, Management, Strategy
Education
D'Amore-McKim School of Business at Northeastern University
MBA
University at Buffalo
BA, American Studies
Natixis Global Asset Management March 2014 - Present
State Street Global Advisors June 2010 - March 2014
Fidelity Personal and Workplace Investing November 2006 - March 2010
Fidelity Investments Canada, LTD November 2005 - November 2006
Fidelity Brokerage Company May 2003 - November 2005
Fidelity Investments Institutional Services August 1999 - May 2003
Fidelity Investments Institutional Services April 1998 - August 1999
Fidelity Investments Institutional Services November 1996 - April 1998
Fidelity Management and Research December 1995 - November 1996
Merrill Lynch January 1995 - May 1995
Skills
Product Management, Product Development, Product Strategy, Negotiation, Offshoring, Mutual Funds, Investments, Competitive Analysis, Business Strategy, Strategic Planning, Market Research, Product Marketing, Competitive Intelligence, Marketing Strategy, Cross-functional Team..., Management, Project Management, Mergers, Financial Services
Education
Boston University 2012 — 2013
School of Financial Planning
Northeastern University 1995 — 2000
Masters, Business Administration
College of the Holy Cross 1991 — 1995
BA, Political Science
St. John's Preparatory School 1987 — 1991
Eaton Vance September 2015 - Present
F-Squared Investments January 2014 - August 2015
Fidelity Investments March 2012 - December 2013
Bank of America December 2010 - February 2012
Fidelity Charitable Services June 2007 - January 2010
Fidelity Investments December 2004 - June 2007
Fidelity Brokerage Company September 2003 - November 2004
Fidelity Investments August 2000 - January 2003
Fidelity Customer Marketing and Development January 1998 - August 2000
Skills
Investments, Mutual Funds, Strategy, CRM, Financial Services, Alternative Investments, Fixed Income, Asset Allocation, Leadership, Banking, Asset Management, Portfolio Management, Series 7, Management, Equities, Securities, Product Management, Series 63, Wealth Management, Marketing
Education
Isenberg School of Management, UMass Amherst 1987 — 1991
BBA, Finance
University of Massachusetts
Bachelor, Business Administration
RiverNorth Capital Management, LLC July 2013 - Present
Fidelity Investments January 2005 - July 2013
Central Funding Unit, Fidelity Capital Markets 2003 - 2005
Fidelity Brokerage Company January 2001 - January 2003
Fidelity Brokerage Company January 2000 - January 2001
Linsco/Private Ledger May 1998 - March 2000
Skills
Equities, Fixed Income, Securities, Trading, Options, Mutual Funds, Bonds, Financial Services, Equity Trading, Financial Risk, Prime Brokerage, Business Development, Settlement, Structured Finance
Education
Boston College 2001 — 2005
MBA, Management
Colgate University 1994 — 1998
BA, Economics, Spanish
Coldwell Banker Residential Brokerage March 2015 - Present
Bingham McCutchen 2013 - 2014
State Street Global Advisors 2011 - 2013
Liberty Mutual 2008 - 2010
Fidelity ActionsXchange 2006 - 2008
Fidelity Brokerage Company (FBC) 2004 - 2006
Fidelity Brokerage Company 2002 - 2004
Fidelity Management and Research Company 1997 - 2002
Fidelity Investments Institutional Services 1995 - 1997
Skills
Financial Modeling, Financial Analysis, Finance, Strategic Financial..., Strategy, Financial Services, Portfolio Management, Investments, Analysis, Asset Management, Managerial Finance, Management, Business Planning, Strategic Planning, Mutual Funds, Budgets, Process Improvement, Executive Management, Leadership, Accounting, Valuation, Securities, Corporate Finance, Banking, Alternative Investments, Product Management, Equities, Fixed Income, Asset Allocation, Financial Planning, Pricing, Auditing, Real Estate License, Real Estate, Real Estate Economics
Education
Cornell University - S.C. Johnson Graduate School of Management 1993 — 1995
MBA, Finance
Brandeis University 1985 — 1989
Bachelor of Arts, Economics
ProcessUnity, Inc. February 2013 - Present
BridgePoint July 2011 - February 2013
Weil Consulting, LLC January 2009 - February 2013
Fidelity Brokerage Company January 2007 - March 2008
Fidelity Employer Services Company April 2004 - December 2006
Fidelity Employer Services Company September 2002 - April 2004
Fidelity Institutional Retirement Services Company September 1999 - September 2002
Fidelity Investments Systems Company September 1996 - September 1999
Progress Software Corporation March 1995 - September 1996
Progress Software Corporation June 1993 - March 1995
Skills
Series 63, Series 24, Series 6, Product Management, Program Management, Portfolio Management, P&L Management, Strategy Development, Management Consulting, SaaS, Go-to-market Strategy, Financial Services, Business Transformation, Business Development, Outsourcing, Strategy, Leadership, Enterprise Software
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2005
Massachusetts College of Liberal Arts 1984 — 1987
BS
Fidelity Capital Markets March 2013 - Present
Fidelity Institutional September 2012 - March 2013
Fidelity Investments March 2008 - September 2012
Fidelity Brokerage Company August 2001 - January 2007
FleetBoston Financial February 1999 - August 2001
Law Office of William Brisk 1998 - 1999
Skills
Microsoft Excel, Microsoft Office, Project Management, Customer Service, Risk Management, PowerPoint, Microsoft Word, Banking, Investments, Change Management, Process Improvement, Securities Regulation, Series 7, Securities, Mutual Funds, FINRA
Education
Boston University School of Law 2001 — 2004
LLM, Law
Suffolk University Law School 1995 — 1998
Doctor of Law (J.D.), Law
Fidelity Family Office Services March 2014 - Present
Fidelity Investments February 2007 - Present
National Financial Project Management August 2004 - February 2007
Fidelity Brokerage Company January 2003 - August 2004
Fidelity Brokerage Company October 2000 - January 2003
Wells Fargo Home Mortgage February 1999 - July 2000
COLUMBIA NATIONAL MORTGAGE INC January 1998 - February 1999
BROWN BROTHERS HARRIMAN & CO March 1996 - January 1998
Brown Brothers Harriman & Co. October 1994 - March 1996
CHASE MANHATTAN PFS September 1992 - August 1994
Education
New England College 1988 — 1992
Bachelor of Science, Business Administration; Management
Advent Software March 2014 - Present
Advent Software March 2012 - March 2014
BlackRock January 2011 - March 2012
Fidelity Investments Strategic Advisers, Inc. December 2009 - April 2011
Fidelity Investments Strategic Advisers Technology April 2008 - December 2009
Fidelity Investments Strategic Advisers Technology July 2007 - April 2008
Fidelity Brokerage Company July 2005 - July 2007
Fidelity Brokerage Company July 2003 - July 2005
Fidelity Brokerage Company July 2001 - July 2003
Skills
Data Modeling, Data Warehousing, SDLC, Spotfire, Data Analysis, Agile, Asset Allocation, Asset Management, Systems Analysis, Business Analysis, Portfolio Optimization, PL/SQL, Oracle, Requirements Analysis, Requirements Gathering, Requirements..., Separately Managed..., Securities Lending, Visio, Business Intelligence, Scrum, Agile Methodologies, User Acceptance Testing, Requirement..., Software Development, Enterprise Architecture, Databases, SQL, Testing, XML, PMP, SOA, Web Services, Quality Center, SharePoint, DB2, Agile Project Management, Fixed Income, Test Planning, Waterfall, Unix, Database Design, Software Project..., Financial Services, Business Objects, Solution Architecture, Certified Scrum Product..., Architecture, Analysis, Portfolio Management
Education
Boston University 1996 — 2001
BS
Fidelity Institutional Wealth Services April 2008 - April 2010
Fidelity Brokerage Company November 2004 - April 2008
Fidelity Brokerage Company Technology August 2000 - October 2004
Dewey Ballantine LLP September 1999 - May 2000
Rogers & Wells LLP September 1998 - September 1999
Aon Risk Services, Inc. of New York May 1996 - September 1998
R.L. Renck & Co., Inc. September 1995 - April 1996
Cincinnati Bilingual Academy March 1990 - June 1993
Education
Saint John's University 1993 — 1995
MBA, Finance
The Ohio State University 1988 — 1989
M.A., Chinese Linguistics
Indiana University Bloomington 1984 — 1987
Bachelor Degree, Computer Science and Chinese Language
Battelle December 2006 - Present
Fidelity Investments July 2004 - March 2006
Department of Homeland Security / Transportation Security Administration November 2002 - July 2004
Fidelity Brokerage Company May 2000 - June 2002
Skills
Project Management, Process Improvement, Program Management, Analysis, Leadership, Team Building, Customer Service, Cross-functional Team..., SharePoint, Team Leadership
Education
Embry-Riddle Aeronautical University 1996 — 1998
B.S. Degree
Fidelity Investments Senior Manager, Database OperationsFidelity InvestmentsFebruary 2010 - December 2011
Fidelity Investments January 2008 - February 2010
Fidelity Brokerage Company 2005 - 2007
Education
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
MBA
Plymouth State University 1996 — 2000
BS, Information Technology
Integrity Business Solutions July 2013 - Present
Proprietary Trading 2013 - Present
Guggenheim Partners September 2012 - June 2013
Summer Street Research Partners July 2011 - September 2012
Nova Capital Markets 2008 - 2011
Morgan Keegan & Co Inc 2002 - 2008
Fleet Institutional Trading 2001 - 2002
Lewtan Technologies 2000 - 2001
Fidelity Investments 1996 - 1999
Fidelity Brokerage Company 1993 - 1996
Skills
Relationship Management, Trade Execution, Generating Revenue, Equities, Hedge Funds, Bloomberg, Portfolio Management, Client Retention, Research Sales, Supervisory Skills
Education
Boston College
Bachelor of Arts (BA), Speech Communications
Boston Latin School