Fidelity Brokerage Company

Industry: Financial services company

Description

Fidelity 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

Employee
Years
Job
Industry
Lisa Coretti Lisa Coretti Greater New York City Area Details
Lisa Coretti's Fidelity Brokerage Company Experience March 2002 - September 2006
Job Corporate Recruiter at Novitex Enterprise Solutions
Industry Staffing and Recruiting
Experience
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

Joyce LaBelle Joyce LaBelle Greater Boston Area Details
Joyce LaBelle's Fidelity Brokerage Company Experience November 2000 - October 2002
Job
Industry Financial Services
Experience
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

Nick Elward Nick Elward Greater Boston Area Details
Nick Elward's Fidelity Brokerage Company Experience May 2003 - November 2005
Job Senior Vice President, Head of Business Development at Natixis Global Asset Management
Industry Financial Services
Experience
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

Steven Perlmutter Steven Perlmutter Greater Boston Area Details
Steven Perlmutter's Fidelity Brokerage Company Experience September 2003 - November 2004
Job Vice President, Senior Marketing Manager at Eaton Vance
Industry Financial Services
Experience
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

Jamie Bannister, CFA Jamie Bannister, CFA Greater Chicago Area Details
Jamie Bannister, CFA's Fidelity Brokerage Company Experience January 2001 - January 2003
Job Investment Analyst at RiverNorth Capital Management, LLC
Industry Financial Services
Experience
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

Mike Freeman MBA, REALTOR® Mike Freeman MBA, REALTOR® Greater Boston Area Details
Mike Freeman MBA, REALTOR®'s Fidelity Brokerage Company Experience 2002 - 2004
Job Real Estate Salesperson at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
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

Lisa Ryan Weil Lisa Ryan Weil Greater Boston Area Details
Lisa Ryan Weil's Fidelity Brokerage Company Experience January 2007 - March 2008
Job Vice President, General Manager
Industry Computer Software
Experience
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

Scott Robillard Scott Robillard Greater Boston Area Details
Scott Robillard's Fidelity Brokerage Company Experience August 2001 - January 2007
Job Compliance Director at Fidelity Investments
Industry Financial Services
Experience
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

Chris Maescher Chris Maescher Greater Boston Area Details
Chris Maescher's Fidelity Brokerage Company Experience January 2003 - August 2004
Job Director at Fidelity Prime Services
Industry Financial Services
Experience
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

Rita Yung Rita Yung San Francisco, California Details
Rita Yung's Fidelity Brokerage Company Experience July 2005 - July 2007
Job
Industry Computer Software
Experience
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

Willy Suwoto Willy Suwoto Greater Boston Area Details
Willy Suwoto's Fidelity Brokerage Company Experience November 2004 - April 2008
Job Experienced finance professional with specialty in financial analysis/modeling, strategic/business planning.
Industry Financial Services
Experience
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

Gina Raphanella Gina Raphanella Greater Boston Area Details
Gina Raphanella's Fidelity Brokerage Company Experience May 2000 - June 2002
Job CBIS Resource Coordinator at Battelle
Industry Aviation & Aerospace
Experience
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

Peter Richard Peter Richard Greater Boston Area Details
Peter Richard's Fidelity Brokerage Company Experience 2005 - 2007
Job Director, Database Engineering at Fidelity Investments
Industry Financial Services
Experience
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

Edward Abany Edward Abany Boston, Massachusetts Details
Edward Abany's Fidelity Brokerage Company Experience 1993 - 1996
Job Financial Services Professional
Industry Financial Services
Experience
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

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