Fidelity Capital Markets

Industry: Capital market company

Description

Founded: 1989 Parent organization: Fidelity Investments Subsidiary: Fidelity Forex, Inc.

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Fidelity Capital Markets Employees

Employee
Years
Job
Industry
Jay Robinson-Duff III CFA Jay Robinson-Duff III CFA Greater San Diego Area Details
Jay Robinson-Duff III CFA's Fidelity Capital Markets Experience February 2009 - January 2011
Job Vice President at First American Trust, FSB
Industry Investment Management
Experience
First American Trust, FSB  July 2015 - Present
Mundoval Capital Management, Inc   October 2013 - February 2015
VALARA CAPITAL MANAGEMENT LLC   March 2011 - September 2013
Fidelity Capital Markets   February 2009 - January 2011
Byram Capital Management LLC   September 2005 - January 2009
Russell Investment Group  September 1996 - September 2005
Leland O'Brien Rubinstein Associates, Incorporated   July 1990 - September 1996
First Imperial Advisors, Inc   May 1987 - July 1990
San Diego Trust & Savings Bank  April 1982 - May 1987

Skills
Equities, Fixed Income, Portfolio Management, Electronic Trading, Equity Trading, Investments, Investment Management, Series 63, Series 7, Trading Systems, Relationship Management, Equity Derivatives, Buy-side, Sales, Investment Strategies, Investment Advisory, Sell Side, Investment Portfolios, Management, Asset Management, Order Management, Settlement, Portfolio Managers, Marketing Strategy, Team Leadership, Back Office, Sales Process, Sales Presentations, Client Relationship..., EMS, Smart Order Routing, Short Sales, CFA, Team Management, Team Building, Teamwork, Self Starter, Customer Driven, TCA, Front to Back Office, Front Office, Relationship Marketing, Sales Management, Sales Operations, Sales Leads, Sales Plan, Order Management Systems, OMS, Equities Technology, Algorithms

Education
Bryant University
B.S., Business Administration

Millbrook

The Rectory School

Stephen Wetherill Stephen Wetherill Boston, Massachusetts Details
Stephen Wetherill's Fidelity Capital Markets Experience July 2012 - Present
Job Associate at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets   July 2012 - Present
The Haverford Trust Company  June 2011 - August 2011
U.S. House of Representatives   March 2011 - June 2011

Skills
Bloomberg, Series 7, Series 63, Financial Services, Microsoft Excel, PowerPoint, Series 79

Education
Dartmouth College   2008 — 2012
Bachelor of Arts (B.A.), Government

Casey Grindon Casey Grindon New York, New York Details
Casey Grindon's Fidelity Capital Markets Experience July 2013 - May 2015
Job Investment Banking Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners  June 2015 - Present
Fidelity Capital Markets   July 2013 - May 2015
Fidelity Investments  June 2012 - August 2012
Loomis, Sayles & Company   June 2011 - August 2011
Office of U.S. Senator Michael F. Bennet   July 2010 - August 2010

Skills
Analysis, Valuation, Equities, Marketing, Strategy, Series 63, Proficient in French, Investments, Financial Modeling, Microsoft Excel, Series 7, Series 52, Public Speaking, Microsoft Office

Education
Bowdoin College   2009 — 2013
Government & Legal Studies, Economics, Religion

Trinity College Rome Campus   2011 — 2011
Public Finance, European Union Politics, Italian, Ancient Art of Rome, 3.6

Tuck School of Business at Dartmouth   2011 — 2011

Semester at Sea   2009 — 2009
Business, Environmental Studies, Mediterranean History

Jeff Cutter Jeff Cutter Manhattan Beach, California Details
Jeff Cutter's Fidelity Capital Markets Experience December 2011 - January 2013
Job Partner at StringKing Lacrosse
Industry Sporting Goods
Experience
StringKing Lacrosse  December 2012 - Present
Fidelity Capital Markets   December 2011 - January 2013
Fidelity Capital Markets   July 2009 - December 2011
LPL Financial  July 2008 - August 2008
Thomas Partners Investment Management   June 2007 - August 2007

Skills
Entrepreneurship, Financial Modeling, Financial Analysis, Business Development, Social Media, Securities, Sales, Strategic Planning, Microsoft Excel, Event Planning, Marketing, Business Planning, Research, Social Media Marketing, Logistics, Management, Economics, Customer Service

Education
Bowdoin College   2005 — 2009
Bachelor of Arts, Economics, Government

Swiss Finance Academy   2008 — 2008
Business, Finance

Medfield High School   2001 — 2005

John Donohue, CRCP John Donohue, CRCP Greater Boston Area Details
John Donohue, CRCP's Fidelity Capital Markets Experience 1994 - 1998
Job Chief Compliance Officer at Enspire Investments
Industry Financial Services
Experience
Enspire Investments   March 2015 - Present
Various BD, RIA and service providers   December 2011 - Present
SunGard Capital Markets Segment, Financial Systems   September 2004 - November 2011
LaBranche Structured Products  2003 - September 2004
PreferredTrade   1999 - 2002
State Street Global Markets  1998 - 1999
Fidelity Capital Markets   1994 - 1998
Consultant, Financial Srvc Operations,Compliance, Finance and Technology   1989 - 1994
Shearson Lehman Brothers  1986 - 1989
Bank of America  1981 - 1986

Skills
SEC compliance, FINRA, Trading Technology, Securities, Compliance Management, AML, OFAC, FFIEC, CFDs, Exotic Derivatives, Financial Risk, Regulated Industries, Securities Regulation, Regulatory Capital, Information Security..., Internal Controls, Counterparty Risk, Banking, Financial Markets, Derivatives, Fixed Income, Mutual Funds, FSA, Capital Markets, Asset Managment, Risk Management, Hedge Funds, Prime Brokerage, Back Office, Middle Office, Compliance, Electronic Trading, Dodd-Frank, Operational Risk, Operational Risk..., Financial Regulation, Securities Lending, Alternative Investments, Commodity, Options, Trading, Market Data, Financial Services, Equity Trading, Trading Systems, Settlement, SEC, Finance, Asset Management, Investments

Education
University of Pennsylvania - The Wharton School   2000 — 2002
Certified Regulatory Compliance Professional (CRCP), Compliance

Fordham University   1986 — 1991
economics/mathematics

Paul Burke III, PMP Paul Burke III, PMP Greater Boston Area Details
Paul Burke III, PMP's Fidelity Capital Markets Experience September 2007 - May 2009
Job Relationship / Sales Manager Private Markets at Brighton House Associates
Industry Financial Services
Experience
Brighton House Associates  July 2015 - Present
Deloitte & Touche  August 2013 - July 2015
Deloitte & Touche  May 2011 - August 2013
Fidelity Prime Services   May 2009 - April 2011
Fidelity Capital Markets   September 2007 - May 2009
Cornell Sports Marketing Group   October 2004 - March 2007
Fidelity Central Consulting   May 2006 - August 2006

Skills
Capital Markets, Hedge Funds, Securities, Reconciliation, Regulatory Reporting, Investment Operations, Cost Basis Reporting, Advent, Building Relationships, Vendor Management, Form PF, Investments, Private Equity, Account Reconciliation, Valuation, Banking, Equities, Financial Services, Weapons of Mass...

Education
Cornell University   2004 — 2007
Bachelor of Science, Industrial and Labor Relations

Middlesex School   1999 — 2003

Erica Vaters Erica Vaters Greater Boston Area Details
Erica Vaters's Fidelity Capital Markets Experience January 2005 - January 2013
Job Vice President Compliance at Fidelity Institutional
Industry Financial Services
Experience
Fidelity Institutional   January 2013 - Present
Fidelity Capital Markets   January 2005 - January 2013
Fidelity Capital Markets   January 2003 - 2005
Fidelity Investments  October 1999 - January 2003
State Street Capital Markets   February 1999 - October 1999
Fidelity Capital Markets   September 1996 - February 1999
Fidelity Investments  January 1995 - September 1996
National Association of Securities Dealers (NASD)   February 1992 - January 1995

Skills
Securities, Equities, Fixed Income, FINRA, Financial Services, Prime Brokerage, Equity Trading, Securities Lending, Risk Management, Series 24, Capital Markets, Securities Regulation, Series 7, Options, Asset Management, Bloomberg, Trading, Hedge Funds, Derivatives, Compliance, Financial Markets

Education
Bryant University   1989 — 1991
BSBA, Finance

Mohegan Community College   1987 — 1989
Associate Degree, Accounting

David Learned David Learned Boston, Massachusetts Details
David Learned's Fidelity Capital Markets Experience February 1998 - August 1999
Job Head Trader at Oechsle International Advisors
Industry Financial Services
Experience
Oechsle International Advisors  August 1999 - Present
Fidelity Capital Markets   February 1998 - August 1999
Lehman Brothers  December 1985 - February 1998

Skills
Equities, Bloomberg, Fixed Income, Trading, Derivatives, Investments, Hedge Funds, Portfolio Management, Capital Markets, Asset Management, Options, Series 7, Financial Markets, Alternative Investments, Securities, Equity Research, Equity Trading, Electronic Trading, Series 63, Trading Systems

Education
Boston University Graduate School of Management   1985 — 1987
Master of Business Administration (MBA), Finance, High Honors

University of Massachusetts, Amherst   1981 — 1985
BA, Economics and Political Science, Cum Laude

Broghan Cully Broghan Cully Greater Boston Area Details
Broghan Cully's Fidelity Capital Markets Experience October 2011 - Present
Job Electronic Trading Product Development at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets   October 2011 - Present
Apex Companies, LLC  July 2010 - September 2010
University of Cape Town Biomedical Engineering   September 2009 - December 2009

Skills
Equities, Valuation, Financial Modeling, Bloomberg, Series 7

Education
Dartmouth College   2007 — 2011

Adam Liebenthal Adam Liebenthal Greater Boston Area Details
Adam Liebenthal's Fidelity Capital Markets Experience April 2011 - April 2013
Job Hedge Fund Operations | MBA Candidate | Masters in Investment Management
Industry Financial Services
Experience
Acadian Asset Management  July 2015 - Present
JPMorgan Chase  April 2013 - July 2015
Fidelity Capital Markets   April 2011 - April 2013
Fidelity Investments  September 2009 - April 2011
Barclays Wealth  June 2008 - August 2008

Skills
Prime Brokerage, Capital Markets, Hedge Funds, Investment Management, Series 7, Series 63, Equities, Trading, Settlement, Customer Service, Bloomberg, Capital IQ, Factset, Mutual Funds, Financial Services

Education
Boston University Questrom School of Business   2015 — 2018
Master of Business Administration (M.B.A.), Dual Concentration in Entrepreneurship, Operations & Technology Management

Boston University Graduate School of Management   2012 — 2013
MSIM, Master's of Science in Investment Management

Indiana University Bloomington   2005 — 2009
Bachelor of Science, Financial Management

Boston University London Study Abroad   2008 — 2008
Business & Economics

Justin M. King Justin M. King Greater New York City Area Details
Justin M. King's Fidelity Capital Markets Experience 2008 - 2012
Job Assistant Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  2014 - Present
Sophis Capital, LLC   2013 - 2014
Fidelity Capital Markets   2008 - 2012
Bear Stearns  2002 - 2008
ABN AMRO  1998 - 2002
Salomon Smith Barney-Citigroup  1991 - 1998

Skills
Equities, Hedge Funds, Investments, Series 7, Securities, Capital Markets, Series 63, Electronic Trading, Alternative Investments, Trading, Equity Trading, Bloomberg, Trading Systems, Options, Financial Markets, Financial Services, Fixed Income, Portfolio Management, Asset Management, Derivatives, Leadership, Proprietary Trading, Investment Advisory, Hedging, Mutual Funds, Prime Brokerage, Emerging Markets, Investment Management, Bonds, Private Equity, Brokerage, Trading Strategies, Technical Analysis, Market Data, Strategic Financial..., Risk Management, Investment Strategies, Asset Allocation, Wealth Management, Equity Research, Securities Lending, Valuation, ETFs, Equity Derivatives, Financial Modeling, Series 24, FINRA, Investor Relations, Strategy, Investment Banking

Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A, Finance, Management

University of Iowa - Henry B. Tippie College of Business
B.B.A, Finance, Marketing

Natasha B. Koprivica Natasha B. Koprivica Greater Boston Area Details
Natasha B. Koprivica's Fidelity Capital Markets Experience June 1996 - August 1998
Job Founder & CEO Fibonacci Capital Advisors LLC
Industry Investment Management
Experience
Fibonacci Capital Advisors LLC   August 2013 - Present
Venus Capital Management, Inc   August 1998 - August 2013
Fidelity Capital Markets   June 1996 - August 1998
Institut 3M   January 1987 - August 1991

Skills
Alternative Investments, Asset Management, Hedge Funds, Private Equity, Venture Capital, Investments, Equities, Emerging Markets, Portfolio Management, Investment Management, Strategy, Entrepreneurship, Marketing Strategy, Due Diligence, Fund Of Funds, Capital Raising, Investment Strategies, Capital Markets, Options, Sales Growth, Hedge Fund Business..., Private Equity Funding, Asset Managment, Equity Research, Trading, Project Finance, Frontier Markets, Investment Advisory, Institutional..., Equity Trading, Corporate Development, International Finance, Trading Strategies, Entrepreneurial Finance, Deal Origination, Financial Structuring, Deal Creation, Qualitative Research, Multi-cultural team..., Derivatives, Commodity

Education
Professional Licences Held   1998 — 2005

Babson College - Franklin W. Olin Graduate School of Business   1996 — 1997
MBA

Institut Franco-Américain de Management   1991 — 1995
BBA

University of Belgrade Faculty of Electrical Engineering   1987 — 1991
Engineering Degree ABD

Nikola Tesla & Mathematical School of Belgrade   1984 — 1987
Laser & Nuclear Physics

Stankovic Music School   1984 — 1987
Music Theory & Composition

Jonathan Comeau Jonathan Comeau Boston, Massachusetts Details
Jonathan Comeau's Fidelity Capital Markets Experience August 2013 - Present
Job Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Capital Markets   August 2013 - Present
Eze Castle Software  May 2011 - February 2013
Boston University  November 2009 - May 2011
Boston College  May 2006 - May 2009

Skills
Bloomberg Terminal, Data Analysis

Education
Boston College   2005 — 2009
B.S., Finance

Charles Urquhart Charles Urquhart Greater Boston Area Details
Charles Urquhart's Fidelity Capital Markets Experience September 1999 - Present
Job Vice President at Fidelity Family Office Services, CFA Charterholder
Industry Capital Markets
Experience
Fidelity Family Office Services  May 2014 - Present
Fidelity Capital Markets   September 1999 - Present
Fidelity Capial Markets   2011 - 2014
Fidelity Capital Markets   2008 - 2011
Fidelity Capital Markets   1999 - 2007

Skills
Series 63, Capital Markets, Equities, Hedge Funds, Securities, Investments, Bloomberg, Business Development, Series 7, Derivatives, Trading, Fixed Income, Financial Services, Mutual Funds, Series 24, Alternative Investments, Strategic Planning, Private Equity, Asset Management, Portfolio Management, Trading Systems

Education
Brown University   1984 — 1988
BA, Business Economics

Brian McCoy Brian McCoy Keller, Texas Details
Brian McCoy's Fidelity Capital Markets Experience May 2006 - June 2010
Job Postal Center Associate at Amazon
Industry Financial Services
Experience
Amazon  June 2014 - Present
Home Depot  March 2014 - July 2014
Flextronics Fort Worth TX   August 2013 - January 2014
S & P Parking   May 2012 - February 2013
Community Storehouse  January 2012 - June 2012
Cornerstone Staffing/TD Ameritrade   November 2010 - September 2011
Fidelity Capital Markets   May 2006 - June 2010
Otis Spunkmeyer  January 2004 - March 2006
Barnstable County House of Corrections   October 2003 - August 2004
Apex Systems Inc  January 2004 - May 2004

Skills
Transfer of accounts, DRS electronic stock..., Accounting, Mutual Funds, Securities, Mutual fund accounting, Outlook, Budgets, Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Auditing, Forecasting, Strategic Planning, Financial Analysis, Vendor Management, Finance, Investments, Sales, Team Leadership, Leadership, Strategy, Analysis, Process Improvement, Data Entry, Risk Management, Time Management

Education
Bridgewater State College   1998 — 2001
Bachelor of Science Degree, Accounting and Finance

Bridgewater State University   1998 — 2001
bachelors, Finance

Massasoit Community College   1996 — 1998
Associate, Accounting

Massasoit Community College   1996 — 1998
Associate of Science Degree, Business

Debashis Das, MSF, MTech Debashis Das, MSF, MTech Greater New York City Area Details
Debashis Das, MSF, MTech's Fidelity Capital Markets Experience March 2004 - September 2005
Job Associate
Industry Capital Markets
Experience
J.P. Morgan Asset Management   September 2014 - Present
OMGEO LLC. (A DTCC Thomson Reuters Company)   June 2007 - August 2014
Investor's Bank & Trust Co.   May 2006 - June 2007
Fidelity Family Office Services  October 2005 - April 2006
Infosys Technologies Ltd.  February 2001 - April 2006
Fidelity Capital Markets   March 2004 - September 2005

Skills
Derivatives, Business Analysis, Fixed Income, Equities, Business Requirements, Market Data, Securities, Bloomberg, SDLC, SaaS, Product Management, Integration, CDS, Trading Systems, Order Management, Back Office, Capital Markets, Enterprise Valuation, Macro Analysis, Fundamental Analysis, Financial Modeling, Equity Research, Requirements Gathering, Financial Analysis, Oil & Gas Industry, Metals, Big Data, Software Project...

Education
Boston College - Carroll School of Management   2012 — 2014
Master of Science (MS), Finance and Financial Management Services, CGPA - 3.701

Indian Institute of Technology, Kanpur   1999 — 2001
MS, Materials & Metallurgical Engineering, CGPA - 8.6 (scale - 10)

Bengal Engineering and Science University, Shibpur   1994 — 1998
B.S., Metallurgical Engineering

Ray Allaire Ray Allaire Marion, Massachusetts Details
Ray Allaire's Fidelity Capital Markets Experience May 2000 - October 2004
Job CPT American College of Sports Medicine
Industry Professional Training & Coaching
Experience
SSC - Southcoast Sports Conditioning   September 2005 - Present
Fidelity Capital Markets   May 2000 - October 2004

Education
Arizona State University

Boston University

Chuks Obi Chuks Obi San Francisco Bay Area Details
Chuks Obi's Fidelity Capital Markets Experience June 2010 - August 2010
Job 643 Capital Management
Industry Real Estate
Experience
643 Capital Management  April 2012 - Present
Fidelity Capital Markets   June 2010 - August 2010
Upromise  May 2008 - January 2009

Skills
Private Equity

Education
Harvard University   2006 — 2011
A.B., Environmental Science and Public Policy with focus on Energy

Hal Marquit Hal Marquit Greater New York City Area Details
Hal Marquit's Fidelity Capital Markets Experience December 1995 - December 1996
Job Vice President, Manager, Trading & Service at Dreyfus Brokerage Services
Industry Financial Services
Experience
Dreyfus Brokerage Services, a division of MBSC Securities Corporation, BNY Mellon Asset Management   March 1997 - Present
BNY Mellon Asset Management  March 1997 - Present
Fidelity Capital Markets   December 1995 - December 1996

Skills
Series 7, Series 63, Series 24, Series 4, Series 53, series 9, series 10, Capital Markets, Financial Markets, Equities, Mutual Funds, Wealth Management, Investment Advisory, Securities, Asset Managment, Relationship Management, Financial Services, Investments, Equity Trading, AML, Trading, Risk Management, Alternative Investments, Trading Systems, Back Office, Uniform Combined State..., ETFs

Education
Brooklyn College
Bachelor of Science (BS)

Chris Eagan Chris Eagan Greater Boston Area Details
Chris Eagan's Fidelity Capital Markets Experience September 1991 - June 2005
Job Global Markets Analyst, Boston Partners
Industry Investment Management
Experience
Boenning & Scattergood, Inc.   September 2010 - May 2013
Bank of America  November 2005 - February 2010
Fidelity Capital Markets   September 1991 - June 2005

Skills
Equities, Series 7, Series 9 and 10, Bloomberg, Capital Markets, Investments, Series 63, Trading, Fixed Income, Hedge Funds, Securities, Alternative Investments, Portfolio Management, Asset Management, Equity Research, FINRA, Equity Trading

Education
College of the Holy Cross   1976 — 1980
Bachelor of Arts (B.A.), Economics

St Sebastian's School

Michael L. Gearin Michael L. Gearin Boston, Massachusetts Details
Michael L. Gearin's Fidelity Capital Markets Experience January 1999 - November 2012
Job Manager of Business Development at Off Wall Street Consulting Group
Industry Financial Services
Experience
Off Wall Street Consulting Group   November 2014 - Present
Fidelity Investments  July 2013 - October 2014
Baystate Financial Services  January 2013 - June 2013
Fidelity Capital Markets   January 1999 - November 2012
Fidelity Capital Markets   January 1990 - January 1999
Fidelity Capital Markets   January 1989 - January 1990
Fidelity Investments  January 1988 - January 1989

Skills
Equities, Mutual Funds, Financial Services, Hedge Funds, Series 63, Series 7, Bloomberg, Trading, Options, Securities, Electronic Trading, Prime Brokerage, Alternative Investments, Capital Markets, Relationship Management, Finance, Equity Trading, Fidessa, Business Development, Strategy, Cross Selling, Team Building, Networking, Closed-end Funds, Securities Lending, Investments, IPO, Strategic Prospecting, Economics, Microsoft Excel, Research, Series 65, ETFs, FINRA, Venture Capital, Private Equity, Fixed Income, MLPs, Research Sales, Commission Sharing..., Syndicate, Follow on Offerings, PIPEs, SPACs, HNW, StreetAccount.com, BigDough,com/Ipreo, Salesforce.com

Education
Boston Latin School   1977 — 1982
Classical/ College Prep Curriculum at the Oldest School in the Nation...Sumus Primi!

UMass Boston
BA, Economics

Ari Kaplan Ari Kaplan Greater New York City Area Details
Ari Kaplan's Fidelity Capital Markets Experience January 1997 - October 2002
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  October 2002 - Present
Fidelity Capital Markets   January 1997 - October 2002

Skills
Trading Systems, Equity Trading, Electronic Trading

Education
Boston University Questrom School of Business   1994 — 1996

Worcester Academy   1987 — 1992

Jennifer Balch Jennifer Balch Greater Boston Area Details
Jennifer Balch's Fidelity Capital Markets Experience August 2007 - April 2010
Job Financial Services Professional
Industry Financial Services
Experience
Compass Medical  October 2011 - Present
Fidelity Capital Markets   August 2007 - April 2010
Fidelity Investments -National Financial  March 2000 - August 2007
Fidelity Investments - Institutional Wealth Services  1998 - 2000
Fidelity Investments - Institutional Services  1994 - 1998
Fidelity Investments - Retail Company   1993 - 1994
Merrill Lynch  1987 - 1993

Skills
Business Analysis, Series 7, Project Management, Training, Microsoft Office, Process Improvement, Financial Services, Access, Management, Risk Management, Leadership, Business Process, Microsoft Excel, Software Documentation, Program Management, Securities, Customer Service, PowerPoint, Sales

Education
Colby-Sawyer College   1983 — 1987
BS, Business Admistration

Brockton High School

S. Dean Sakati S. Dean Sakati Greater Boston Area Details
S. Dean Sakati's Fidelity Capital Markets Experience July 1994 - October 1996
Job Managing Director Head of Strategy & Business Development, Markets Group at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  March 2013 - Present
AXOPA Partners LLC   January 2011 - February 2013
State Street Corporation  October 1996 - January 2011
US Army  May 1987 - December 2007
Fidelity Capital Markets   July 1994 - October 1996
Liberty Mutual Insurance  November 1987 - July 1994

Skills
Investments, Financial Services, Investment Strategies, Mergers, Hedge Funds, Accounting, Financial Analysis, Forecasting, Strategy, Mergers & Acquisitions, Strategic Partnerships, Portfolio Management, Business Planning, Fixed Income, Capital Markets, Equities, Business Development, Finance, Management, Valuation, Financial Modeling, Securities, Analysis, Leadership, Asset Management, Private Equity, Financial Reporting, Trading, Alternative Investments, Risk Management, Investment Management, Mutual Funds, Derivatives, Financial Markets, Due Diligence, Investment Banking, Corporate Finance, Emerging Markets, Venture Capital, FX Options, Asset Allocation, Equity Research, Trading Systems

Education
Boston College - Wallace E. Carroll Graduate School of Management   1990 — 1994
MBA, Finance and International Management

State University of New York College at Oswego   1983 — 1987
BS-Accounting, Accounting

William Dolan William Dolan Greater Boston Area Details
William Dolan's Fidelity Capital Markets Experience 2004 - 2006
Job Head of Fidelity ActionsXchange
Industry Financial Services
Experience
Fidelity Investments  September 2013 - Present
Fidelity Investments - Fidelity Institutional   February 2011 - September 2013
National Financial  April 2008 - February 2011
National Financial  October 2006 - March 2008
Fidelity Capital Markets   2004 - 2006
Knight Securities  2000 - 2004

Skills
Brokerage, Business Development, Capital Markets, Business Strategy, Asset Management, Fixed Income, Management, Sales Management, Trading

Education
Babson College - Franklin W. Olin Graduate School of Business   1996 — 2000
M.B.A

Tufts University   1990 — 1993
Bachelor's Degree

Phillips Academy   1988 — 1989

Timan Lee Timan Lee Boston, Massachusetts Details
Timan Lee's Fidelity Capital Markets Experience June 2015 - August 2015
Job Audit Associate at KPMG
Industry Accounting
Experience
KPMG US  August 2015 - Present
Fidelity Capital Markets   June 2015 - August 2015
Fidelity Investments  January 2015 - June 2015
Tablelist  December 2014 - June 2015
Tablelist  September 2014 - December 2014
KPMG US  June 2014 - August 2014
Opium Mar Barcelona   February 2014 - June 2014
PwC  September 2013 - January 2014
Town Sports International  August 2013 - January 2014
Town Sports International  July 2012 - August 2013

Skills
Public Speaking, Marketing, Entrepreneurship, Spanish, Time Management, Microsoft Office, Social Media, Customer Service, PowerPoint, Training, Management, Research, Public Relations, Microsoft Excel, Recruitment Advertising, Social Media Measurement, Blogging, Leadership, Social Networking, Social Media Marketing

Education
Babson College   2011 — 2015
Bachelor of Science, Accounting and Marketing

ESADE Business & Law School   2014 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General

Brooklyn Technical High School   2007 — 2011
NYS Advanced Regents HS Diploma

Columbia University   2009 — 2010
State Pre-College Enrichment Program

Thomas Kayola Thomas Kayola Greater Boston Area Details
Thomas Kayola's Fidelity Capital Markets Experience March 2009 - Present
Job Director, Electronic Trading Product Development at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets   March 2009 - Present

Education
Massachusetts Institute of Technology - Sloan School of Management   2006 — 2008
MBA

College of the Holy Cross   1999 — 2003
B.A.

Bergen Catholic

Daniel Choate Daniel Choate Greater Boston Area Details
Daniel Choate's Fidelity Capital Markets Experience December 2011 - Present
Job Director, Electronic Trading Products at FCM
Industry Financial Services
Experience
Fidelity Capital Markets   December 2011 - Present
Fidelity Capital Markets   December 2010 - December 2011
LexisNexis  April 2010 - December 2010
Optimal Decisions Group   May 2009 - April 2010
Columbia University  January 2005 - May 2009
Harvard University  May 2006 - April 2008
Geneer  August 2001 - May 2002

Skills
C++, SQL, Perl, R, Data Analysis, Program Management, Databases, Software Development, Analytics, Microsoft Office

Education
Columbia University in the City of New York   2004 — 2009
Ph.D., Economics

University of Cambridge   2002 — 2004
M.Phil, Economics

Northwestern University   1997 — 2001
BA, Computer Science, Math, Physics

Dan Noonan Dan Noonan Greater Boston Area Details
Dan Noonan's Fidelity Capital Markets Experience January 2010 - Present
Job Vice President Municipal Bond Trader at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets   January 2010 - Present
Fidelity Capital Markets   June 2008 - January 2010

Skills
Series 7, Series 63, Bloomberg, Trading, Fixed Income

Education
Boston College - Wallace E. Carroll Graduate School of Management   2012 — 2015
Master of Business Administration (MBA)

University of Massachusetts Boston   2001 — 2005
Bachelor of Arts (B.A.), Economics

Traver Elder Traver Elder New York, New York Details
Traver Elder's Fidelity Capital Markets Experience October 2014 - Present
Job Capital Introduction at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets   October 2014 - Present
Fidelity Capital Markets   April 2012 - October 2014
Fidelity Capital Markets   July 2010 - March 2012
Fidelity Capital Markets   June 2009 - August 2009
Jennison Associates  January 2009 - January 2009
Fidelity Capital Markets   June 2008 - August 2008

Skills
Series 7, Series 63, Hedge Funds, Prime Brokerage, Financial Services, Equities, Valuation, Financial Markets

Education
Colby College   2006 — 2010
BA, Economics, Administrative Science

Universidad de Salamanca   2006 — 2006

Westborough High School   2002 — 2006

Scott Robillard Scott Robillard Greater Boston Area Details
Scott Robillard's Fidelity Capital Markets Experience March 2013 - Present
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

Matt Sher Matt Sher Greater Boston Area Details
Matt Sher's Fidelity Capital Markets Experience July 2012 - Present
Job Manager Electronic Trading Services at Luminex Trading & Analytics LLC
Industry Financial Services
Experience
Luminex Trading & Analytics LLC   September 2015 - Present
Fidelity Capital Markets   July 2012 - Present
Fidelity Capital Markets   June 2007 - July 2012
Fidelity Investments  February 2006 - June 2007

Skills
Electronic Trading, Bloomberg, Investments, Investment Strategies, Excel, Financial Analysis, FBSI, Fidessa, RealTick

Education
Bentley University   2009 — 2012
MBA, Economics and Finance

Northeastern University   2000 — 2005
Bachelors, Finance and Accounting

Kelli O'Donohue Kelli O'Donohue Greater Boston Area Details
Kelli O'Donohue's Fidelity Capital Markets Experience June 2014 - Present
Job Municipal Trading Associate at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets   June 2014 - Present
Fidelity Capital Markets   December 2011 - June 2014
Fidelity Investments  July 2011 - December 2011
Fidelity Investments  June 2010 - May 2011
Mainly Monograms   June 2008 - August 2009

Education
Boston College - Wallace E. Carroll Graduate School of Management   2012 — 2016
Master of Business Administration (M.B.A.)

Providence College   2007 — 2011
BS, Finance, Writing

Tappan Zee High School   2003 — 2007

Patrick Deignan Patrick Deignan Greater Boston Area Details
Patrick Deignan's Fidelity Capital Markets Experience 2005 - Present
Job Vice President at Fidelity Capital Markets
Industry Capital Markets
Experience
Fidelity Investments  February 2005 - Present
Fidelity Capital Markets   2005 - Present
State Street Bank  June 2000 - February 2005
Bankboston  1998 - 2000
Putnam Investments  1997 - 1998

Education
Arizona State University   1993 — 1996
bs, Finance

Saint Michael's College   1991 — 1993
Business

James Decoulos James Decoulos Greater Boston Area Details
James Decoulos's Fidelity Capital Markets Experience February 2006 - Present
Job Director, Business Intelligence at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets   February 2006 - Present
Fidelity Stock Plan Services   April 2005 - March 2006
Fidelity Capital Markets   September 2002 - April 2005
Fidelity Capital Markets   July 2000 - September 2002
Fidelity Management Trust Company  March 1999 - July 2000
National Financial Services LLC   September 1996 - March 1999

Skills
Business Analysis, Financial Services, Data Warehousing, Series 7, Capital Markets, SQL, Product Management, User Interface Design, User Interface, User Acceptance Testing, User Experience, Equities, Contract Negotiation, Equity Trading, Hedge Funds, Investments, Risk Management, CRM

Education
Babson College - Franklin W. Olin Graduate School of Business   1996 — 2000
MBA

Boston College   1989 — 1993
BA, Economics

Brooke Whelan, CFA Brooke Whelan, CFA Greater Boston Area Details
Brooke Whelan, CFA's Fidelity Capital Markets Experience September 2010 - March 2012
Job Senior Account Manager at Fidelity Prime Services
Industry Investment Management
Experience
Fidelity Prime Services   January 2012 - Present
Fidelity Capital Markets   September 2010 - March 2012
Fidelity Capital Markets   August 2008 - August 2010
CypressTree Investment Management   March 2007 - August 2008
Cypress Captial   2005 - 2005

Skills
Bloomberg, Capital Markets, Fixed Income, Trading, Equities

Education
Babson College   2003 — 2007
B.S., Finance

Abbie Steinbacher Abbie Steinbacher Mountain View, California Details
Abbie Steinbacher's Fidelity Capital Markets Experience August 2004 - January 2006
Job Worldwide Education Marketing at Apple
Industry Marketing and Advertising
Experience
Apple  July 2014 - Present
My First Yoga   September 2005 - Present
WGBH PBS KIDS   December 2013 - July 2014
WGBH PBS KIDS   June 2012 - October 2013
PBS  July 2012 - September 2013
Harvard Entrepreneurship Boot Camp   March 2010 - 2011
New England Aquarium  2010 - 2010
Fidelity Capital Markets   August 2004 - January 2006
Harvard Graduate School of Education  2000 - 2004

Skills
Product Development, Child Development, Psychology, Strategic Partnerships, Creative Problem Solving, Media Production, Research, Production, Entertainment, Creative Development, Teaching, Consulting, Children's Books, Fitness, Yoga, Creative Movement, Curriculum Mapping, Curriculum Design, Public Speaking, Entrepreneur, Social Networking, Entrepreneurship, Social Media Marketing, Digital Strategy, Social Media, Start-ups, Marketing

Education
Harvard University
AB, Psychology

The Peddie School
High School

Dwight Englewood
High School

Michael K. Haynes Michael K. Haynes Greater Boston Area Details
Michael K. Haynes's Fidelity Capital Markets Experience July 2012 - Present
Job Director, Fixed Income Products at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets   July 2012 - Present
State Street  May 2011 - July 2012
State Street, Boston   September 2009 - October 2011
State Street, London   July 2010 - October 2010
Bank of America  August 2006 - July 2007
Wachovia Bank  June 2004 - July 2006

Skills
Financial Modeling, FX Options

Education
Harvard Business School   2007 — 2009
MBA

Florida State University   2000 — 2004
BS, Finance

Michael Fallon, PMP Michael Fallon, PMP Greater Boston Area Details
Michael Fallon, PMP's Fidelity Capital Markets Experience October 2008 - September 2014
Job Project Manager at Staples
Industry Information Technology and Services
Experience
Staples  September 2014 - Present
Fidelity Capital Markets   October 2008 - September 2014
PMI MassBay Chapter  February 2008 - June 2012
Fidelity Investments  June 2008 - October 2008
Brown Brothers Harriman  February 2008 - June 2008
Ecspan.com   January 1999 - January 2008
Fidelity Investments  August 2007 - December 2007
E*Trade Financial  January 2005 - August 2007
Putnam Investments  June 2000 - November 2004
Citizens Bank  May 1999 - June 2000

Skills
PMP, Mutual Funds, Securities, Financial Services, Investments, Risk Management, Equities, Trading Systems, Program Management, SDLC, Business Analysis, Project Management, Finance, Visio, Agile Methodologies, Software Project..., Requirements Analysis, Requirements Gathering

Education
Boston University   2010 — 2013
MS CIS, IT Project Management

Merrimack College   2000 — 2004
Certified Financial Planning

Suffolk University - Sawyer Business School   1997 — 2000
BSBA, Finance

Defense Language Institute   1990 — 1991
German

Malden Catholic HS   1985 — 1989

Nicole Venuti Nicole Venuti Greater Boston Area Details
Nicole Venuti's Fidelity Capital Markets Experience December 2012 - August 2014
Job at
Industry Financial Services
Experience
Fidelity Family Office Services  August 2014 - Present
Fidelity Capital Markets   December 2012 - August 2014
Commonwealth Financial Network  December 2007 - December 2012
Abt Associates  February 2007 - December 2007

Skills
Data Analysis, Financial Services, Project Management, Equities, Analysis, Microsoft Office, PowerPoint, Finance, Mutual Funds, Research, Management, Customer Service, Microsoft Excel, Access, Microsoft Word, Insurance

Education
Boston University   2005 — 2006
MA, Psychology

University of Massachusetts, Amherst   1999 — 2003
Bachelor's degree, Kinesiology and Exercise Science

Michelle Palladino Michelle Palladino Greater Boston Area Details
Michelle Palladino's Fidelity Capital Markets Experience August 2008 - Present
Job Vice President Prime Brokerage at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets   August 2008 - Present
Fidelity Capital Markets   May 2007 - August 2008

Skills
Equities, Series 7, Capital Markets, Bloomberg, Series 63, Hedge Funds, Securities, Trading, Prime Brokerage, Alternative Investments, Equity Trading, Fixed Income, Options

Education
Boston University Questrom School of Business   2002 — 2006
BS, Finance

Todd Hurtubise Todd Hurtubise New York, New York Details
Todd Hurtubise's Fidelity Capital Markets Experience March 2003 - February 2004
Job Global EventDriven Portfolio Manager
Industry Investment Management
Experience
Visium Asset Management  May 2015 - Present
Proteus Global Partners, LLC   February 2013 - May 2015
Cowen and Company, LLC  June 2011 - February 2013
BlackRock  August 2006 - January 2009
Fidelity Capital Markets   March 2003 - February 2004
Banc of America Securities  August 2000 - February 2003
Donaldson, Lufkin & Jenrette   1997 - 2000

Skills
Equities, Trading Systems, Trading, Arbitrage, Trading Strategies, Options, Series 7, Electronic Trading, Portfolio Management, Asset Management, ETFs, FX, Program Trading, Swaps, Asset Managment, FX Options, Series 63, Event Driven, Special Situations..., Long/Short Equity, Indexing, Spin-offs, Hedging, Futures Trading, Hedge Funds, Bloomberg, Trading System, Alternative Investments, FX trading, Equity Trading, Investment Management, Asset Allocation, Investment Strategies, Technical Analysis, Mergers, Bloomberg Terminal, Options Strategies

Education
Canisius College   1992 — 1997
BA, English, Economics, Finance

Kelly (Casey) Bluth Kelly (Casey) Bluth Philadelphia, Pennsylvania Details
Kelly (Casey) Bluth's Fidelity Capital Markets Experience June 2007 - August 2007
Job Associate Product Manager at Integra LifeSciences
Industry Medical Devices
Experience
Integra LifeSciences  March 2014 - Present
Integra LifeSciences  November 2012 - March 2014
Collages.net  December 2010 - November 2012
Collages.net  June 2009 - December 2010
College of the Holy Cross  2006 - 2009
Coach  June 2008 - August 2008
Fidelity Capital Markets   June 2007 - August 2007

Skills
Constant Contact, Wordpress, Microsoft Office, Advertising, Social Media, Facebook, Email Marketing, Blogging, Marketing Communications, Social Networking, Marketing Strategy

Education
College of the Holy Cross   2005 — 2009
BOA, Sociology

Caitlin Burke Caitlin Burke Boston, Massachusetts Details
Caitlin Burke's Fidelity Capital Markets Experience July 2014 - Present
Job Electronic Trading Consultant, Fidelity
Industry Financial Services
Experience
Fidelity Capital Markets   July 2014 - Present
Fidelity Capital Markets   June 2013 - August 2013
Fidelity Capital Markets   November 2012 - March 2013
Burke & Associates CPAs, P.C.   June 2010 - December 2011

Skills
Microsoft Excel, Economics, Financial Modeling, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Bloomberg, Valuation, Strategic Planning, Fixed Income, Capital Markets, Data Analysis, Leadership, Public Speaking, Research, Social Media, Business Strategy, Series 63, Series 7, Series 55

Education
Dartmouth College   2010 — 2014
Bachelor's degree

Ananda Murthy Ananda Murthy Greater Boston Area Details
Ananda Murthy's Fidelity Capital Markets Experience July 2000 - October 2001
Job Senior IT Leader
Industry Information Technology and Services
Experience
Fidelity Investments  2014 - 2015
Fidelity Investments  2014 - 2015
Fidelity Investments  2014 - 2015
Sapient  February 2008 - March 2014
Symbiox Technologies, Inc   February 2002 - February 2008
Fidelity Capital Markets   July 2000 - October 2001
Software Consulting Network   May 2000 - January 2001
Brown Brothers Harriman  January 1998 - September 1999
CBSI (Now Covansys)   July 1993 - January 1998
Tata Consultancy Services  June 1990 - July 1993

Skills
Program Management, Product Management, Strategic Planning, Solution Architecture, Solutions Design, Leading Organizational..., IT Management, Project Management, Agile Methodologies, Databases, SDLC

Education
Babson College   1998 — 2001
Master's Degree

University of Mysore   1985 — 1989
Bachelor's Degree

Joe Michaud Joe Michaud Greater Denver Area Details
Joe Michaud's Fidelity Capital Markets Experience July 1996 - September 2000
Job Founder & Managing Partner at Michaud Capital Management
Industry Investment Management
Experience
Michaud Capital Management   December 2011 - Present
Prairie Capital   January 2010 - December 2011
Monticello Associates  January 2007 - January 2010
Fidelity Investments  November 2003 - January 2007
Fidelity Capital  July 2002 - November 2003
Fidelity Capital Markets   July 1996 - September 2000

Education
Kellogg School of Management   2000 — 2002
MBA

Bowdoin College   1990 — 1994
A.B.

Portsmouth Abbey School

Lou Chavez Lou Chavez Boston, Massachusetts Details
Lou Chavez's Fidelity Capital Markets Experience May 2007 - Present
Job
Industry Capital Markets
Experience
Fidelity Capital Markets   May 2007 - Present
Fidelity Capital Markets   July 2001 - May 2007
Fidelity Capital Markets: Los Angeles, CA   June 2004 - December 2005
Fidelity Capital Markets   March 2000 - July 2001
Barclays Capital  March 1996 - March 2000
State Street Bank and Trust  June 1994 - March 1996

Skills
Fixed Income, Series 7, Series 63, Capital Markets, Securities, FINRA, Financial Markets

Education
Boston University   1990 — 1994
BS

Boston University Questrom School of Business   1990 — 1994
BS

Bojan Celikovic Bojan Celikovic Boston, Massachusetts Details
Bojan Celikovic's Fidelity Capital Markets Experience 2014 - Present
Job Senior Director at Fidelity Capital Markets
Industry Investment Banking
Experience
Fidelity Capital Markets   2014 - Present
State Street - Alternative Investment Solutions  2012 - 2014
RLL - GSI Commerce   2009 - 2011
Collaborative Consulting, LLC   2005 - 2009
Brown Brothers Harriman & Co.   2000 - 2005
IDC Interactive Data   2000 - 2000

Education
Harvard University
Masters, ALM Finance

Green Mountain College
BS, Business

Moultonborough Academy

Sean Keogh Sean Keogh Greater Boston Area Details
Sean Keogh's Fidelity Capital Markets Experience 1996 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Capital Markets   1996 - Present
Mellon Bank  1989 - 1996

Skills
Series 7, Portfolio Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   1994 — 1998
MBA, Finance

Hamilton College   1985 — 1989

Jonathan Mondillo Jonathan Mondillo Greater New York City Area Details
Jonathan Mondillo's Fidelity Capital Markets Experience August 2005 - February 2008
Job at Alpine Funds
Industry Investment Management
Experience
Alpine funds   June 2013 - Present
Alpine Funds   March 2008 - Present
Fidelity Capital Markets   August 2005 - February 2008

Skills
Bloomberg, Series 7, Trading, Series 63, Securities, Investments, Asset Management, Portfolio Management, Mutual Funds

Education
Bentley University   2001 — 2005

Hari Godbole Hari Godbole Greater New York City Area Details
Hari Godbole's Fidelity Capital Markets Experience November 2008 - March 2015
Job Global Head of Prime Broker Technology, Architecture at Citi
Industry Financial Services
Experience
Citi  July 2015 - Present
Fidelity Capital Markets   November 2008 - March 2015
Bear Stearns / J. P. Morgan   July 2003 - October 2008
TIAA-CREF  May 1998 - July 2003
PricewaterhouseCoopers  1997 - 1998

Skills
Business Analysis, Derivatives, Financial Services, Equity Derivatives, Fixed Income, Hedge Funds, Integration, Investment Banking, Management, Market Data, Options, Prime Brokerage, SDLC, SQL, Securities, Series 7, Sybase, Trading, Trading Systems

Education
UNSW Australia   1991 — 1994
mcompsc

Bharati Vidyapeeth

Vimlis

Alex Strekel Alex Strekel Hartford, Connecticut Area Details
Alex Strekel's Fidelity Capital Markets Experience May 2008 - May 2009
Job Business Development Executive at Clearwater Analytics
Industry Financial Services
Experience
Clearwater Analytics  June 2015 - Present
General Re - New England Asset Management  June 2009 - May 2015
Fidelity Capital Markets   May 2008 - May 2009
Fidelity Investments  March 2007 - April 2008
Fidelity Investments  May 2006 - March 2007
Thomson Financial  May 2005 - May 2006
Thomson Financial  January 2005 - May 2005

Skills
Strategy, CRM, Investments, Portfolio Management, Risk Management, Management, Trading, Market Research, Sales, Capital Markets, Business Planning, New Business Development, Banking, Bonds, Product Development, Financial Services, Alternative Investments, Fixed Income, Customer Service, Account Management, Engaging Public Speaker, Thought Leadership, Team Building, Investment Strategies, Leadership Development

Education
Bates College   2000 — 2004

Xavier High School   1996 — 2000

David Penza David Penza Greater Boston Area Details
David Penza's Fidelity Capital Markets Experience June 1995 - May 1999
Job CoFounder at vBODA Solutions, LLC
Industry Computer Software
Experience
vBODA Solutions, LLC   January 2008 - Present
Fidelity Investments  February 2006 - February 2009
Fidelity Investments  January 2005 - February 2006
Fidelity Investments  May 2003 - January 2005
Fidelity Investments  November 2000 - May 2003
Fidelity Investments  February 2000 - November 2000
Fidelity Investments  May 1999 - February 2000
Fidelity Capital Markets   June 1995 - May 1999
CORPORATE SOFTWARE INC.  January 1995 - June 1995
CORPORATE SOFTWARE INC.  September 1994 - January 1995

Skills
Network Administration, Linux, Windows Server, Technical Support, VMware, Servers, Project Management, XML, Management, SQL, Integration, Windows

Education
Bridgewater State University   1986 — 1989

Medway High School   1980 — 1985

Kristin (Anderson) Salisbury Kristin (Anderson) Salisbury Greater Boston Area Details
Kristin (Anderson) Salisbury's Fidelity Capital Markets Experience September 1999 - September 2005
Job Vice President, Relationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments - Institutional Wealth Services  September 2005 - Present
Fidelity Capital Markets   September 1999 - September 2005

Skills
Wealth Management, Relationship Management, Capital Markets, Financial Services, Series 7, Fixed Income, Securities, Asset Management, Management, Equities, Investments, Asset Allocation, Mutual Funds, Financial Advisory, Alternative Investments, Series 63, Sales, Hedge Funds, Portfolio Management, Investment Advisory, FINRA, Sales Process

Education
Babson College - Franklin W. Olin Graduate School of Business   1994 — 1999
MBA

Marist College   1988 — 1992
BS, Finance

Fred Schmidt Fred Schmidt Greater New York City Area Details
Fred Schmidt's Fidelity Capital Markets Experience 2000 - 2005
Job Director IT at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  January 2014 - Present
TIAA-CREF  April 2005 - January 2014
Fidelity Capital Markets   2000 - 2005
Program Planning Professionals (PCubed)   April 2000 - April 2001
United Technologies - Pratt&Whitney   1987 - 2000

Skills
Market Data, Electronic Trading, Fixed Income, Trading, Equities, IT Strategy, Capital Markets, Trading Systems, Business Analysis, Equity Trading, Financial Services, Integration, Portfolio Management, Program Management, Project Management, Project Portfolio..., Software Project..., Vendor Management, Bloomberg, Business Process...

Education
Carnegie Mellon University - Tepper School of Business   1997 — 1999
MBA, Finance

Stony Brook University   1984 — 1987
BSEE, Electrical Engineering

Tony DelCarmine Tony DelCarmine Greater New York City Area Details
Tony DelCarmine's Fidelity Capital Markets Experience June 2009 - December 2014
Job Director at CastleOak Securities, L.P
Industry Financial Services
Experience
CastleOak Securities, L.P.   June 2015 - Present
Fidelity Capital Markets   June 2009 - December 2014
Thomas Weisel Partners  July 2007 - February 2009
UBS Investment Bank  May 1997 - August 2007
UBS  1997 - August 2007

Skills
Program Trading, Equity Trading, Hedge Funds, Series 7, Trading, Bloomberg, Electronic Trading, Capital Markets, Options, Risk Management, Securities, Equities, Credit Derivatives, Equity Derivatives, Derivatives, Trading Systems, Trading Strategies, Financial Markets, Fixed Income, Series 63

Education
Dartmouth College   1990 — 1994
Political Science

GCDS

Kenneth Bernier Kenneth Bernier Greater Boston Area Details
Kenneth Bernier's Fidelity Capital Markets Experience January 1997 - April 2004
Job Sales Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  January 1997 - Present
Fidelity Capital Markets   January 1997 - April 2004

Education
Boston University   2000 — 2004
Master of Business Administration (MBA), Finance, General

Bentley University   1991 — 1995
Bachelor of Business Administration (BBA), Finance, General

Laxmi Katakam Laxmi Katakam Greater Boston Area Details
Laxmi Katakam's Fidelity Capital Markets Experience 2003 - 2005
Job AVP at TradeWeb
Industry Financial Services
Experience
Workscape (an ADP company)   April 2011 - August 2011
Thomson Reuters  April 2005 - April 2011
Fidelity Capital Markets   2003 - 2005
Putnam Investments  2001 - 2002
Eastman Kodak  2000 - 2001

Skills
Agile Methodologies, Unix, Java, Microsoft SQL Server, SQL, SDLC, Sybase, Linux

Education
Acharya Nagarjuna University

Leslie Seff Leslie Seff United States Details
Leslie Seff's Fidelity Capital Markets Experience June 1996 - July 1998
Job COO/CCO at AIMPaaS LLC
Industry Financial Services
Experience
AIMPaaS LLC   January 2013 - Present
Matthew B. Management, Inc.   May 2002 - Present
Matthew B. Management, Inc.   2002 - Present
Brokerage America LLC   January 2004 - April 2005
BrokerageAmerica   2004 - 2005
Tech Trade Capital LLC   June 1998 - March 2002
Fidelity Capital Markets   June 1996 - July 1998
Gruntal & Co.   1988 - 1993
Gruntal & Co.   1988 - 1993

Skills
Hedge Funds, Hedging, Arbitrage, SEC regulations, Market Making, Dodd-Frank, High..., market neutral, equity trading, Capital Markets, Trading, Equity Trading, Securities, OTC, Mergers & Acquisitions, Derivatives, Proprietary Trading, Series 63, Mutual Funds, Options, Market Neutral

Education
City University of New York-Baruch College - Zicklin School of Business   1971 — 1980
MBA, Finance

Hofstra University
BBA, Cum Laude with High Honors, Finance

Dixon, Noel Dixon, Noel Greater Boston Area Details
Dixon, Noel's Fidelity Capital Markets Experience August 2013 - Present
Job Finance
Industry Financial Services
Experience
Fidelity Capital Markets   August 2013 - Present
Fidelity Private Client Group   May 2007 - August 2013

Education
Boston College   2002 — 2006
Bachelor's degree, Finance, General

Ravi Vaithinathan Ravi Vaithinathan Greater Boston Area Details
Ravi Vaithinathan's Fidelity Capital Markets Experience August 2006 - August 2013
Job MBA recipient
Industry Financial Services
Experience
Fidelity Capital Markets   August 2006 - August 2013
Fidelity Investments  December 2005 - August 2006
Institutional Shareholder Services  February 2003 - December 2004
Fidelity Investments  October 2001 - September 2002
Redwood Investment Systems   May 2000 - September 2000
Se  February 1999 - May 2000
Fidelity Investments  August 1996 - February 1999
Fidelity Investments  August 1995 - August 1996

Skills
Fixed Income, Series 63, Research, Investments, Microsoft Office, Securities, Equities, Leadership, Market Research, Bloomberg, Risk Management, Microsoft Excel, PowerPoint, Finance, Project Management

Education
Hult International Business School   2013 — 2015
Master of Business Administration (MBA)

Clark University   1989 — 1993
BA, Psychology

Henry Eck Henry Eck Baltimore, Maryland Area Details
Henry Eck's Fidelity Capital Markets Experience July 2007 - March 2009
Job Quant
Industry Financial Services
Experience
StatisticalFinance.com   March 2009 - Present
Fidelity Capital Markets   July 2007 - March 2009
Strategic Advisors Inc.   February 2006 - July 2007
Comprehensive Nuclear-Test-Ban Treaty Organization   June 1999 - February 2003
Hughes Network Systems  1998 - 1999
Hughes Network Systems  1996 - 1998
HNS  1995 - 1996
Hughes Network Systems  1988 - 1995
Pulse Electronics  1983 - 1988

Skills
Satellite, Program Management, Project Management, Telecommunications

Education
Georgia Institute of Technology   2003 — 2004
MS, Finance

Massachusetts Institute of Technology   1978 — 1983
BS, Mathematics

Aaron Wilkes Aaron Wilkes Greater Boston Area Details
Aaron Wilkes's Fidelity Capital Markets Experience June 2011 - Present
Job FX Trader at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets   June 2011 - Present
Fidelity Capital Markets   February 2008 - June 2011
Fidelity Capital Markets   February 2007 - February 2008
MassMutual  July 2005 - February 2007

Skills
Series 7, Series 63, Series 24, Series 55

Education
Isenberg School of Management, UMass Amherst   2005 — 2007
MBA

Bryant University   2000 — 2004
Bachelor, Finance, Marketing

Kelly Calnan Kelly Calnan Greater Boston Area Details
Kelly Calnan's Fidelity Capital Markets Experience August 2001 - December 2005
Job Product Management/Ownership, Business Analysis, Trading
Industry Financial Services
Experience
Vestmark  August 2014 - Present
Fidelity Investments  June 2011 - July 2013
Fidelity Investments  April 2007 - December 2011
Fidelity Capital Markets   August 2001 - December 2005
Thomson Financial  September 1999 - August 2001
Thomson Financial  1990 - 2000
Thomson Financial  November 1997 - September 1999

Skills
Electronic Trading, Trading Systems, Equities, Market Data, Trading, Capital Markets, Financial Markets, Order Management, Options, Securities, Derivatives, Equity Trading, Financial Services, Hedge Funds, Mutual Funds, Business Analysis

Education
BigVisible   2011 — 2011
Scrum Product Owner Certification, Agile Product Development

Colby College   1986 — 1990
Bachelor of Arts, American Studies

Wayland High School

Marc Beran Marc Beran Greater Boston Area Details
Marc Beran's Fidelity Capital Markets Experience June 1994 - January 1999
Job Managing Director
Industry Financial Services
Experience
State Street Global Markets  November 2011 - Present
Pulse Trading  November 2005 - November 2011
Piper Jaffray  January 2005 - October 2005
Fidelity Investments  January 1999 - January 2005
Fidelity Capital Markets   June 1994 - January 1999

Skills
Series 7, Series 63, Customer Service, series 55, Electronic Trading, Bloomberg, Equities, Trading, Trading Systems, Securities, Hedge Funds, Capital Markets, Series 24, Fidessa, Bloomberg Terminal, Institutional Sales

Education
Boston College   1989 — 1993
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Lawrence Academy   1985 — 1989

James Coughlin James Coughlin Greater Boston Area Details
James Coughlin's Fidelity Capital Markets Experience May 2002 - Present
Job Senior Vice President at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets   May 2002 - Present
Deutsche Bank Securities  May 2000 - April 2002
State Street Bank  June 1993 - April 2000

Skills
Hedge Funds, Prime Brokerage, Equities, Series 7, Alternative Investments, Fixed Income, Series 63, Securities, Capital Markets, Bloomberg, Securities Lending, Asset Managment, Trading, Derivatives, Trading Systems

Education
Boston College - Wallace E. Carroll Graduate School of Management   1996 — 1998
MSF, Finance

Bentley University   1989 — 1993
Bachelor of Science, Finance, General

Boston College High School   1985 — 1989

Brendon Mc Donnell Brendon Mc Donnell Springfield, Massachusetts Area Details
Brendon Mc Donnell's Fidelity Capital Markets Experience February 1997 - January 2000
Job Cloud Engineer
Industry Computer & Network Security
Experience
mm  June 2014 - Present
Country Bank  May 2008 - May 2014
Court Square Data Group  January 2007 - May 2008
United Natural Foods  April 2005 - January 2007
Intrinsix  2000 - 2005
Fidelity Capital Markets   February 1997 - January 2000

Skills
EMC Storage, VMware Infrastructure, Hyper-V, Microsoft Server..., Microsoft Exchange, Red Hat Linux, Disaster Recovery, SRM 5.0, Cisco Routers, Firewalls, VMware, Storage Area Networks, Windows Server, Cloud Computing, Network Administration

Education
Clark University   1996 — 1997
Microsoft Certifed Systems Engineer

Doug Richman Doug Richman Charlotte, North Carolina Details
Doug Richman's Fidelity Capital Markets Experience 1997 - 2005
Job Principal at RDJ Consulting
Industry Investment Management
Experience
RDJ Consulting   June 2013 - Present
Manulife Financial / John Hancock  October 2008 - March 2013
Evergreen Investments  June 2006 - October 2008
Wachovia  June 2006 - October 2008
Integrity Financial Services Consulting   2005 - 2006
Fidelity Investments  July 1995 - June 2005
Fidelity Capital Markets   1997 - 2005
Lehman Brothers  1991 - 1995

Skills
Capital Markets, Business Intelligence, Asset Management, Investments, Fixed Income Technology, Equities, Mutual Funds, Fixed Income, Mentoring, Securities, Financial Services, Portfolio Management, Asset Managment, Strategic Planning, Risk Management, Vendor Management, Enterprise Architecture, Bloomberg, Alternative Investments, Electronic Trading, Investment Management, Relationship Management, Trading, Analysis, Trading Systems, Outsourcing, Business Analysis, Derivatives

Education
Babson College - Franklin W. Olin Graduate School of Business   2003 — 2005
MBA, MBA

SUNY Albany
Bachelor of Arts (B.A.), Economics

Jed Englund Jed Englund Greater New York City Area Details
Jed Englund's Fidelity Capital Markets Experience August 2002 - August 2005
Job Zolfo Cooper
Industry Financial Services
Experience
Zolfo Cooper  November 2011 - Present
General Motors  June 2010 - October 2011
Boston Private Bank  August 2005 - March 2008
Fidelity Capital Markets   August 2002 - August 2005

Skills
Financial Modeling, Valuation, Corporate Development, Mergers & Acquisitions, Due Diligence, Strategy, Corporate Finance

Education
The Tuck School of Business at Dartmouth   2008 — 2010
MBA

Bowdoin College   1998 — 2002

Lauren Commons Lauren Commons Greater Boston Area Details
Lauren Commons's Fidelity Capital Markets Experience 2003 - 2004
Job Software Engineer
Industry Financial Services
Experience
Fidelity Investments  December 2013 - Present
Fidelity Investments  January 2006 - November 2013
Fidelity Management Trust Company  2004 - 2005
Fidelity Capital Markets   2003 - 2004
Systems & Software, Inc   2002 - 2003
Fidelity Capital Markets   2000 - 2001
Verbind  2000 - 2000
iXL  1999 - 2000
Business Technologies  1997 - 1999

Skills
java, Java Enterprise Edition, JSP, Servlets, JavaScript, HTML, css, AJAX, Spring, springmvc, tomcat, unix, linux, HTML 5, CSS3, responsive web design, Object Oriented Design, SQL, Tomcat, SDLC, Web Applications, CSS, SOA, Unix, JUnit, Linux, Agile Methodologies, Java, PMP, Web Design

Education
Boston University
Master's degree, Economics

University of Massachusetts, Amherst
Bachelor's degree, Economics

Jeff Cutter Jeff Cutter Greater Boston Area Details
Jeff Cutter's Fidelity Capital Markets Experience July 2009 - Present
Job Bowdoin College Alumni
Industry Financial Services
Experience
Fidelity Capital Markets   July 2009 - Present

Education
Bowdoin College   2005 — 2009

Peter Cimini Peter Cimini Greater Boston Area Details
Peter Cimini's Fidelity Capital Markets Experience May 2009 - Present
Job Corporate Trader at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets   May 2009 - Present
Fidelity Investments  2007 - Present

Skills
Bloomberg, Fixed Income

Education
Bates College   2000 — 2004

Yonghe Zhang Yonghe Zhang Greater New York City Area Details
Yonghe Zhang's Fidelity Capital Markets Experience June 2010 - Present
Job Principal Software Engineer at Fidelity Capital Markets
Industry Computer Software
Experience
Fidelity Capital Markets   June 2010 - Present
JPMorgan Chase & Co.   March 2008 - June 2010
Bear Stearns  August 1998 - March 2008
Icon Information Consultants  January 1997 - August 1998

Skills
Java, Equities, Derivatives, CSS, Options, Agile Methodologies, Java Enterprise Edition, SDLC, Trading Systems, SOA, Sybase, Unix, SQL, Perl, XML

Education
SUNY - Binghamton   1995 — 1996
Master, Computer Science

Hebei University   1986 — 1990
BS, Computer Science

Suzanne Virginia Suzanne Virginia Greater Boston Area Details
Suzanne Virginia's Fidelity Capital Markets Experience March 2014 - October 2014
Job Operations Manager at Eagle Investment Systems
Industry Research
Experience
Eagle Investment Systems  April 2015 - Present
Fidelity Capital Markets   March 2014 - October 2014
Fidelity Capital Markets   June 2009 - March 2014
Fidelity Investments  September 2007 - November 2008
Fidelity Investments  July 2006 - September 2007
American Express Financial Advisors  May 2005 - July 2005
ABN AMRO  February 2003 - May 2003

Skills
Series 7, Series 63, Qualitative Research, Quantitative Research, Equities, Hedge Funds, Securities, Project Management, Prime Brokerage, Securities Lending, Market Data, Finance, Mutual Funds, Business Analysis, Investments, Microsoft Office, Analysis

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2004 — 2006
MSF, Finance

   1998 — 2003
BBA, Banking and Insurance

Peter Stuyvesant College   1996 — 1998
High School, Business

Albert Schweitzer School   1992 — 1996
Business, High School

George Rozanitis George Rozanitis Greater Boston Area Details
George Rozanitis's Fidelity Capital Markets Experience April 2007 - January 2015
Job Vice President Product Market Strategy at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  January 2015 - Present
Fidelity Capital Markets   April 2007 - January 2015
Fidelity Investments  March 2004 - April 2007

Education
Bentley University   1991 — 1995
Bachelor of Science, Economic-Finance

Luigi Audia Luigi Audia Greater Boston Area Details
Luigi Audia's Fidelity Capital Markets Experience November 2008 - Present
Job Vice President at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets   November 2008 - Present
UBS Investment Bank  January 2004 - November 2008
UBS Investment Bank  January 1998 - April 2004
Bristol-Myers Squibb  January 1997 - June 1997

Education
D'Amore-McKim School of Business at Northeastern University   2002 — 2004

Northeastern University   1995 — 2000
BA, International Business/Finance

Chris McCullough Chris McCullough Greater Boston Area Details
Chris McCullough's Fidelity Capital Markets Experience March 2008 - Present
Job Senior Vice President at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets   March 2008 - Present
Fidelity Capital Markets   2005 - 2008
Fidelity Capital Markets   2002 - 2005
Prescient Markets   2000 - 2001
Lehman Brothers  1997 - 2000
Greenwich Associates  1993 - 1997

Skills
Fixed Income, Equities, Capital Markets, Securities, Electronic Trading, Series 7, Bloomberg, Hedge Funds, Series 63, CRM, Trading, Business Planning, Alternative Investments, Asset Managment, Trading Systems, Management, Financial Markets

Education
New York University - Leonard N. Stern School of Business   1997 — 2000
MBA, Finance

Colgate University   1988 — 1992
BA, Economics

Wayland High School   1985 — 1988

Rahim Kassim-Lakha Rahim Kassim-Lakha Toronto, Canada Area Details
Rahim Kassim-Lakha's Fidelity Capital Markets Experience 1995 - 1996
Job Managing Director, Co Head of Institutional Sales at Salman Partners Inc.
Industry Financial Services
Experience
Salman Partners Inc.  2015 - Present
Desjardins  2012 - 2015
Blackmont Capital  2009 - 2012
National Bank of Canada  2006 - 2009
MGI Securities  2004 - 2006
GMP Securities  2002 - 2004
U.S. Global Investors   1996 - 2002
Fidelity Capital Markets   1995 - 1996

Skills
Equities, Capital Markets, Portfolio Management, Mutual Funds, Financial Modeling, Alternative Investments, Business Planning, Investments, Private Placements, Private Equity, Equity Research, Valuation, Investment Banking, Finance, Hedge Funds, Acquisitions, Funding, Asset Management, Bloomberg, Corporate Finance, Venture Capital, Fixed Income, Financial Analysis, Trading, Due Diligence, Securities, Investment Strategies, Mergers & Acquisitions, Financial Markets

Education
Brown University
Dual Concentration: Business Economics & Organizational Behaviour Mgt.

Boston University
Business

Middlesex School

Stephanie Shultis Stephanie Shultis New York, New York Details
Stephanie Shultis's Fidelity Capital Markets Experience July 2013 - May 2015
Job Associate Fidelity Prime Services
Industry Financial Services
Experience
Fidelity Prime Services   June 2015 - Present
Fidelity Capital Markets   July 2013 - May 2015
Fidelity Capital Markets   May 2011 - June 2013
The Collaborative Companies  November 2009 - May 2011

Education
Bentley University   2004 — 2009
Information Design and Corporate Communication

Russell Baird Russell Baird Greater Boston Area Details
Russell Baird's Fidelity Capital Markets Experience April 2012 - Present
Job Sr. Business Analyst, Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets   April 2012 - Present
Citi Group  June 2007 - March 2012
Citi Securities & Fund Services   June 2007 - March 2012
Northwestern Mutual Financial Network  June 2006 - May 2007

Skills
Mutual Funds, Investments, SQL, Series 7

Education
Bentley College   2003 — 2007
Bachelor of Science, Economics & Finance

Bentley University   2003 — 2007
BS, Economics and Finanace

Jeffrey Morrissey Jeffrey Morrissey Greater Boston Area Details
Jeffrey Morrissey's Fidelity Capital Markets Experience June 1998 - September 2000
Job Lead Systems Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management  August 2013 - Present
State Street Global Advisors  January 2011 - August 2013
State Street Global Advisors  October 2008 - December 2010
State Street Global Advisors  July 2006 - October 2008
State Street Global Markets  September 2000 - July 2006
Fidelity Capital Markets   June 1998 - September 2000
Cambridge Soundworks  1994 - 1998

Skills
Fixed Income, Credit Derivatives, Interest Rate..., International Equities, Convertible Bonds, Convertible Arbitrage, Risk Management, Counterparty Risk, Commodities, Hedge Funds, Interest Rate Swaps, Equities, Alternative Investments, Securities Lending, SQL, Software Development, Software Design, Scalable Web..., Agile Methodologies, Derivatives, Quantitative Analytics, Valuation, Prime Brokerage, Commodity, Portfolio Management, Investments

Education
Brandeis International Business School   2005 — 2008
MsF, Finance - International Investments

University of Massachusetts Boston   1997 — 2001
BA, Computer Science

John-Paul Bruneau, CFA John-Paul Bruneau, CFA Greater Boston Area Details
John-Paul Bruneau, CFA's Fidelity Capital Markets Experience 2002 - 2004
Job Vice President Fidelity Prime Services
Industry Financial Services
Experience
Fidelity Prime Services   2004 - Present
Fidelity Capital Markets   2002 - 2004
Fidelity Capital Markets   2001 - 2002

Skills
Securities Lending, Prime Brokerage, Hedge Funds, Risk Management, Margin, Equity Finance

Education
Amherst College   1997 — 2001
Economics

CCHS

Peter C. Kim Jr Peter C. Kim Jr Boston, Massachusetts Details
Peter C. Kim Jr's Fidelity Capital Markets Experience May 1997 - September 2011
Job Trader at Fidelity Management & Research
Industry Financial Services
Experience
Fidelity Management & Research  September 2011 - Present
Fidelity Capital Markets   May 1997 - September 2011
Fidelity Capital Markets   May 1995 - September 1997
Charles Schwab  March 1993 - May 1995
Ladenburg Thalmann  February 1992 - March 1993
DH Blair & Company   June 1991 - February 1992

Skills
Series 7, Equities, Series 63, Hedge Funds, Bloomberg, Securities, Equity Trading, Investments

Education
Boston University - School of Management
MBA

University of Vermont
BA, Economics

westhill

westhill

BRENDA MCCARTHY BRENDA MCCARTHY Greater Boston Area Details
BRENDA MCCARTHY's Fidelity Capital Markets Experience 1999 - 2002
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2007 - Present
MELVIN SECURITIES  2004 - 2006
Fulcrum Global Partners  2002 - 2003
Fidelity Capital Markets   1999 - 2002
BOSTON INSTITUTIONAL SERVICES, INC.   1993 - 1999

Education
Harvard University
BA

Robert Leonard Robert Leonard Greater New York City Area Details
Robert Leonard's Fidelity Capital Markets Experience April 1993 - January 1998
Job Managing Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse  March 2003 - Present
Morgan Stanley  July 1999 - March 2003
State Street  January 1998 - July 1999
Fidelity Capital Markets   April 1993 - January 1998
Abel Noser Corp   October 1989 - April 1993

Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Trading, Asset Management, Derivatives, Fund Of Funds, Institutional...

Education
College of the Holy Cross
BA, Economics

Moira J. Quinlan, CFA Moira J. Quinlan, CFA Greater Boston Area Details
Moira J. Quinlan, CFA's Fidelity Capital Markets Experience 1993 - 1999
Job Institutional Sales at Pageant LLC
Industry Financial Services
Experience
Pulse Trading  September 2008 - Present
PAGEANT LLC   September 2008 - December 2010
Investment Technology Group (ITG)   2005 - 2007
The Macgregor Group  1999 - 2005
Fidelity Capital Markets   1993 - 1999
Thomson Financial  1988 - 1993

Skills
Private Equity, Trading Systems, Equities

Education
Duke University   1984 — 1988
BS, Public Policy Studies, French

Brian Losier Brian Losier Greater Boston Area Details
Brian Losier's Fidelity Capital Markets Experience
Job Vice President at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets  

Education
Bowdoin College   1997 — 2001
BA, History & Political Science

Jeffrey Trencher, CFA Jeffrey Trencher, CFA Greater Boston Area Details
Jeffrey Trencher, CFA's Fidelity Capital Markets Experience June 2007 - December 2008
Job at State Street
Industry Financial Services
Experience
State Street  December 2010 - Present
Finadium LLC   August 2009 - November 2010
Fidelity Capital Markets   June 2007 - December 2008
State Street Corp.  1985 - 2007

Education
Northeastern University - Graduate School of Business Administration
MBA

State University of New York at Buffalo
BA, Anthropology

Dianne Eyssallenne Dianne Eyssallenne Greater Boston Area Details
Dianne Eyssallenne's Fidelity Capital Markets Experience December 1994 - August 2005
Job Director, Advisor and Fund Compliance at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  September 2013 - Present
Consulting  January 2009 - September 2013
Fidelity Investments  September 2005 - December 2008
Fidelity Capital Markets   December 1994 - August 2005
Prudential Securities  July 1992 - November 1994

Skills
Compliance, Risk Management, Risk Assessment, Trading, Legal Compliance, Highly Analytical, Problem Solving, Securities Regulation, Negotiation, Financial Markets, Presentation Development, Training & Development, Mentoring, Program Management, Derivatives, Options, Fixed Income, Capital Markets, Problem Analysis, Equities, Financial Services, Securities, Asset Managment, Employee Training, Analytical Skills, Bloomberg, FINRA, Asset Management, Mutual Funds, AML, Hedge Funds, Alternative Investments, Investment Advisory, Equity Trading, Financial Regulation, Trading Systems, Series 24, Financial Risk, Strategy, Financial Advisory, Bonds, Asset Allocation, Operational Risk, Back Office, Wealth Management, Broker-Dealer, Portfolio Management, Operational Risk..., ETFs, Series 63

Education
Suffolk University Law School   1987 — 1991
JD

Boston College   1978 — 1982
BA, Mathematics and Political Science

Sean Bracken Sean Bracken Greater Boston Area Details
Sean Bracken's Fidelity Capital Markets Experience April 2007 - July 2013
Job Principal Consultant at Trident Associates
Industry Financial Services
Experience
Trident Associates   July 2013 - Present
Fidelity Capital Markets   April 2007 - July 2013
Fidelity Investments  November 2002 - April 2007
Registered Investment Advisor Group   November 2002 - April 2007
Fidelity Investments  February 2001 - October 2002
Progress Software  July 2000 - January 2001
Fidelity Investments  December 1997 - June 2000
Fidelity Retail Transfer Agency   April 1994 - November 1997
Fidelity Investments  October 1989 - September 1992

Skills
Product Management, Mutual Funds, Financial Services, Program Management, Portfolio Management, Asset Allocation, CRM, Process Improvement, Strategy, Project Management, Relationship Management, Product Development, Retirement, Cross-functional Team..., E-commerce, Retirement Planning

Education
University of ChicagoMarch
Masters, Business Administration; Finance and Business Policy

Boston College
Bachelor of Science, Finance; Economics

Chris Dennison Chris Dennison Acton, Massachusetts Details
Chris Dennison's Fidelity Capital Markets Experience January 2005 - July 2013
Job Managed Accounts Product Development Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  July 2013 - Present
Fidelity Capital Markets   January 2005 - July 2013
Banc of America Securities  2000 - 2005

Skills
Trading, Securities, Series 7, Series 63, Investments, Series 24, FINRA, Fixed Income, Wealth Management, Mutual Funds, Financial Services, Asset Management, Equities

Education
Clarkson University   1988 — 1992
BS, Economics & Psychology

William J. Doran William J. Doran Greater Boston Area Details
William J. Doran's Fidelity Capital Markets Experience January 1998 - January 2006
Job IT QA Analyst at State Street
Industry Financial Services
Experience
State Street Global Markets  January 2009 - February 2013
State Street Global Markets  January 2006 - January 2009
Fidelity Capital Markets   January 1998 - January 2006
Fidelity Capital Markets   January 1991 - January 1998
Fidelity Capital Markets   January 1990 - January 1991

Education
Assumption College

University of Massachusetts

Billy Macaluso Billy Macaluso Greater Boston Area Details
Billy Macaluso's Fidelity Capital Markets Experience 1999 - 2008
Job Managing Director at BNY Mellon Investment Management
Industry Financial Services
Experience
BNY Mellon Investment Management  July 2012 - Present
Citigroup Global Markets Inc  December 2009 - April 2011
Fidelity Capital Markets   1999 - 2008
Fidelity Investments - FBC   1999 - 2008
Lehman Brothers Inc  1987 - 1999

Skills
Series 63, Equities, Prime Brokerage, Hedge Funds, Fixed Income, Capital Markets, Alternative Investments, Securities Lending, Trading, Securities, Bloomberg, Electronic Trading, Asset Managment, Trading Systems, Mutual Funds, Series 24, Investments, Derivatives, Equity Trading

Education
College of the Holy Cross   1983 — 1987
BA, Economics, History

Clay Persinger Clay Persinger New York, New York Details
Clay Persinger's Fidelity Capital Markets Experience September 1996 - September 1998
Job Managing Director, Equity Trading at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  September 1998 - Present
Fidelity Capital Markets   September 1996 - September 1998

Skills
Series 7, Series 63, Investments, Hedge Funds, Securities, Capital Markets, Trading, Bloomberg, Investment Banking, Financial Markets, Equity Research, Equity Trading, Series 24, Electronic Trading, Trading Systems, Equities, Valuation, Strategic Planning, Portfolio Management, Asset Management, Fixed Income

Education
Hampden-Sydney College   1992 — 1996
BA, Managerial Economics

Ben Slotnick Ben Slotnick Greater Boston Area Details
Ben Slotnick's Fidelity Capital Markets Experience February 2011 - May 2013
Job Product Manager at Scivantage
Industry Investment Management
Experience
Scivantage  December 2014 - Present
Lightning Options Trading   May 2013 - December 2014
Fidelity Capital Markets   February 2011 - May 2013
Investment Club  July 2010 - January 2011
Commodore Builders  March 2010 - January 2011

Skills
Bloomberg, Capital Markets, Investments, Trading, Derivatives, Portfolio Management

Education
Babson College
Bachelor of Science, Business Management; Finance; Economics

Meagan Gavin Meagan Gavin Portland, Oregon Area Details
Meagan Gavin's Fidelity Capital Markets Experience June 2012 - April 2014
Job Investment Counselor
Industry Financial Services
Experience
Fisher Investments  April 2014 - Present
Fidelity Capital Markets   June 2012 - April 2014
UBS Securities Co., Ltd   July 2010 - May 2012
Boston Scientific  May 2009 - November 2009
Tully and Holland   December 2008 - April 2009
Comcast  May 2008 - July 2008
Comcast  May 2008 - July 2008

Education
Babson College   2006 — 2010
B.S. in Business Management, Finance, Entrepreneurship

UNSW Australia

Al Goslin Al Goslin Greater Boston Area Details
Al Goslin's Fidelity Capital Markets Experience April 2007 - April 2010
Job Portfolio Manager
Industry Financial Services
Experience
A.E. Goslin Capital Management   September 2011 - Present
Self Employed Hockey Instructor   December 2002 - March 2011
Fidelity Capital Markets   April 2007 - April 2010
Fidelity Investments  January 2005 - April 2007
JP Morgan Chase  December 1999 - December 2002

Skills
Licenses: FINRA Series..., Capital Markets, Options, FINRA, Trading, Equities, Bloomberg, Risk Management, Portfolio Management, Bonds, Derivatives, Fixed Income, Securities

Education
University of Massachusetts Boston   1992 — 1994
B.A

Clarkson University   1989 — 1991

Rob Petrucelli Rob Petrucelli Boston, Massachusetts Details
Rob Petrucelli's Fidelity Capital Markets Experience June 1992 - June 2004
Job Managing Director Equity Trading at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  July 2004 - Present
Fidelity Capital Markets   June 1992 - June 2004
Boston Stock Exchange  June 1991 - June 1992

Education
Colby College   1986 — 1990
BA, History

Malden Catholic

Scott St.Clair Scott St.Clair Fort Pierce, Florida Area Details
Scott St.Clair's Fidelity Capital Markets Experience January 2000 - June 2001
Job Financial Services Professional
Industry Financial Services
Experience
National City  October 2007 - October 2008
Merrill Lynch  August 2006 - October 2007
UBS FINANCIAL SERVICES  January 2005 - August 2006
METLIFE_RESOURCES  July 2003 - December 2004
Health First  July 2003 - December 2004
MetLife Financial Services  January 2002 - July 2003
Waddell & Reed Financial Services  January 2001 - January 2002
Fidelity Capital Markets   January 2000 - June 2001
Morgan Stanley  June 1986 - January 2000
Morgan Stanley  January 1989 - January 1991

Education
Adelphi University
B.S., Management & Communications

Indian River State College
A.S., Paralegal Studies

Barry Connolly Barry Connolly New York, New York Details
Barry Connolly's Fidelity Capital Markets Experience August 2004 - September 2005
Job High Yield Sales
Industry Financial Services
Experience
COLUMBIA MANAGEMENT ADVISORS LLC   September 2005 - Present
Columbia Management  August 2005 - Present
COLUMBIA MANAGEMENT ADVISORS LLC   August 2005 - Present
Fidelity Capital Markets   August 2004 - September 2005
ROYAL BANK OF CANADA  September 2003 - August 2004

Education
Boston College   1999 — 2003

Boston College
Bachelor of Arts, Political Science, Philosophy

Matt McConnell Matt McConnell Greater New York City Area Details
Matt McConnell's Fidelity Capital Markets Experience December 2008 - October 2011
Job Director at Auerbach Grayson
Industry Financial Services
Experience
Auerbach Grayson  June 2014 - Present
Independent Consultant  November 2011 - June 2014
Fidelity Capital Markets   December 2008 - October 2011
Bank of America  2006 - 2008
The Griswold Company, Inc  2003 - 2006
Morgan Stanley  1999 - 2003
HSBC  1995 - 1999
Morgan Stanley  1986 - 1995
Kidder Peabody  1981 - 1986

Skills
Equities, Trading, Series 7, Bloomberg, Hedge Funds, Electronic Trading, Customer Relations, Trading Systems, Series 24, International Equities, Brokerage, Series 63, Capital Markets, Customer Service, Wealth Management, Equity Trading, Investment Banking, Financial Markets, Mutual Funds, Relationship Management, Financial Services, CRM, Portfolio Management, Equity Derivatives, Securities, Fixed Income, Prime Brokerage, Equity Research, Emerging Markets, Options, Asset Management, Market Data, FINRA, Investments, ETFs, Middle Office, Alternative Investments, Derivatives, Securities Lending, Bonds, Structured Products, Investment Management, Proprietary Trading, Investment Strategies, Hedging, Investment Advisory, Swaps, Asset Allocation, Compliance, Valuation

Education
College of the Holy Cross   1977 — 1981
AB, Political Science

Fordham Prep   1973 — 1977

Whit Graham Whit Graham New York, New York Details
Whit Graham's Fidelity Capital Markets Experience January 2010 - January 2012
Job Investment Banking Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2014 - Present
The Fuqua School of Business (Duke University)   2012 - Present
Fidelity Capital Markets   January 2010 - January 2012
Fidelity Capital Markets   2010 - 2012
Fidelity Capital Markets   January 2008 - January 2010
Fidelity Capital Markets   2008 - 2010

Skills
Series 7, Series 63, Series 4, Series 55, Bloomberg, Options, Equities, Capital Markets

Education
Wake Forest University   2004 — 2008
Business Administration and Management, General

WAKE FOREST UNIVERSITY, The Calloway School of Business and Accountancy
Bachelor of Science, General Business

Duke University - The Fuqua School of Business
Master of Business Administration

Erica Jacoby Erica Jacoby Greater Boston Area Details
Erica Jacoby's Fidelity Capital Markets Experience July 2011 - Present
Job Securities Finance
Industry Financial Services
Experience
Fidelity Capital Markets   July 2011 - Present
Goldman Sachs  June 2010 - December 2010
State Street Corporation  July 2009 - September 2010
Bank of New York Mellon (Standish)   July 2008 - December 2008

Education
Northeastern University   2006 — 2011
Bachelor of Science Degree, Business Administration May 2011; Finance and Accounting

Northeastern University   2006 — 2011
Finance and Accounting

ESIC: Business & Marketing School

Northeastern University: College of Business Administration

Matthew Gale Matthew Gale Greater Boston Area Details
Matthew Gale's Fidelity Capital Markets Experience January 2014 - August 2014
Job Quant Developer at Grantham, Mayo, Van Otterloo & Co. LLC
Industry Information Technology and Services
Experience
Grantham, Mayo, Van Otterloo & Co. LLC   August 2014 - Present
Fidelity Capital Markets   January 2014 - August 2014
Fidelity Investments  July 2013 - December 2013
Fidelity Investments  June 2012 - May 2013
Putnam Investments  June 2011 - April 2012
DirectouchPOS   July 2010 - September 2011
EHR Scope   May 2010 - August 2010

Skills
KDB+, Java, JavaScript, Unix, Agile Methodologies, HTML, MySQL, HTML + CSS, SQL, Software Development, jQuery UI, Haskell, Spring, jQuery, ANSI C

Education
Boston University   2009 — 2013
BA, Computer Science

The Benjamin School   2006 — 2009

Jericho High School   2005 — 2006

Christy Curran Christy Curran Greater Boston Area Details
Christy Curran's Fidelity Capital Markets Experience January 1997 - January 1999
Job Client Service Coordinator at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  June 2010 - Present
Heritage Construction and Development   June 2003 - October 2010
Fidelity Investments  January 1999 - January 2003
Fidelity Capital Markets   January 1997 - January 1999
Fidelity Capital Markets   January 1995 - January 1997
Fidelity Capital Markets   January 1988 - January 1995
Fidelity Capital Markets   January 1986 - January 1988
Fidelity Capital Markets   January 1985 - January 1986

Education
Boston College - Wallace E. Carroll Graduate School of Management   1990 — 1994
MBA, Accounting, Marketing

McGill University
Bachelor of Arts, English Literature

CARROLL GRADUATE SCHOOL OF BUSINESS AT BOSTON COLLEGE
Master of Business Administration (MBA)

Jack Eiff Jack Eiff Greater New York City Area Details
Jack Eiff's Fidelity Capital Markets Experience May 2010 - October 2011
Job Managing Director at Redan Capital, LLC
Industry Financial Services
Experience
Redan Capital, LLC   August 2015 - Present
R6 Capital Group LLC   April 2014 - July 2015
Banco Espirito Santo New York   December 2011 - June 2013
Fidelity Capital Markets   May 2010 - October 2011
Weeden & Co.   October 2007 - 2010
E*trade Capital Markets  January 2001 - October 2007
Spear, Leeds & Kellog   2000 - 2001
Oppenheimer & Close, Inc   1999 - 2001
SG Cowen  1997 - 1999

Skills
Financial Services, Equities, Series 63, Fixed Income, Hedge Funds, Series 7, Trading, Sales, Equity Trading, Securities, Electronic Trading, Capital Markets

Education
Columbia University in the City of New York
Continuing education

Ohio Wesleyan University

avon old farms

Lake Forest Country Day School - LFCDS

Jed Stevenson Jed Stevenson Winchester, Massachusetts Details
Jed Stevenson's Fidelity Capital Markets Experience December 1995 - March 2011
Job Vice President Fixed Income Trading at Wellington Management
Industry Investment Management
Experience
Wellington Management  March 2011 - Present
Fidelity Capital Markets   December 1995 - March 2011

Education
Boston College   2001 — 2004
MBA, Management

Bowdoin College   1991 — 1995
BA

Noble and Greenough   1985 — 1991
HS

William Helfrich William Helfrich Greater Boston Area Details
William Helfrich's Fidelity Capital Markets Experience June 1996 - March 1998
Job Finance and Accounting Executive
Industry Financial Services
Experience
Merrill Lynch  2012 - Present
State Street Global Markets, LLC  1999 - 2012
State Street Bank  June 2004 - June 2006
Fidelity Investments  March 1998 - March 1999
Fidelity Capital Markets   June 1996 - March 1998

Skills
FINOP, Series 7, Series 63, Broker-Dealer Compliance, Internal Controls, Equities, Financial Analysis, Financial Statements, Account Reconciliation, Securities, Fixed Income, Derivatives, Cash Management, Strategic Financial..., Investments, Capital Markets, Forecasting, Financial Policies &..., Trading, FINRA, Financial Reporting

Education
DePaul University
Master of Business Administration (M.B.A.), Management Accounting

University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.), Economics

John Perillo John Perillo United States Details
John Perillo's Fidelity Capital Markets Experience 1993 - 1996
Job Vice President Sales & Trading at Detwiler Fenton & Co
Industry
Experience
Detwiler Fenton & Co   February 2001 - Present
Moors & Cabot  2000 - February 2001
SunTrust  1998 - 2000
Southeast Reseach Partners,Inc   1996 - 1998
Fidelity Capital Markets   1993 - 1996

Education
Eckerd College   1978 — 1982
Bachelor of Arts (B.A.), Business Administration and Management

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