Fidelity Capital Markets
Industry: Capital market company
DescriptionFounded: 1989 Parent organization: Fidelity Investments Subsidiary: Fidelity Forex, Inc.
Fidelity Capital Markets List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Capital Markets. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Capital Markets Salaries. You can even request information on how much does Fidelity Capital Markets pay if you want to. Learn about salaries, pros and cons of working for Fidelity Capital Markets directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
270 Fidelity Capital Markets employees in database. Find out everything there's to know about Fidelity Capital Markets employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Capital Markets Employees
Employee
Years
Job
Industry
Jeff LeBlanc Jeff LeBlanc's Fidelity Capital Markets Experience September 2009 - July 2011
Job Corporate Account Executive at Marketo
Industry Computer Software
Experience
Marketo September 2014 - Present
Responsys June 2014 - September 2014
SUREFOOT November 2013 - April 2014
Luxor Capital Group July 2011 - September 2013
Fidelity Capital Markets September 2009 - July 2011
Morgan Stanley July 2008 - December 2008
Merrill Lynch July 2007 - December 2007
Skills
Fixed Income, Equities, Trading, Portfolio Management, Finance, Valuation, Financial Services, Mutual Funds, Prime Brokerage, Equity Derivatives, Settlement, FX Options, Interest Rate..., Accounting, Cash Management, Securities Lending, Corporate Actions, Commodity, CDS, Funding
Education
Shanghai University of Finance and Economics 2008 — 2008
Northeastern University
Bachelor of Science in Business Administration, Finance
Marketo September 2014 - Present
Responsys June 2014 - September 2014
SUREFOOT November 2013 - April 2014
Luxor Capital Group July 2011 - September 2013
Fidelity Capital Markets September 2009 - July 2011
Morgan Stanley July 2008 - December 2008
Merrill Lynch July 2007 - December 2007
Skills
Fixed Income, Equities, Trading, Portfolio Management, Finance, Valuation, Financial Services, Mutual Funds, Prime Brokerage, Equity Derivatives, Settlement, FX Options, Interest Rate..., Accounting, Cash Management, Securities Lending, Corporate Actions, Commodity, CDS, Funding
Education
Shanghai University of Finance and Economics 2008 — 2008
Northeastern University
Bachelor of Science in Business Administration, Finance
Brian Magararu Brian Magararu's Fidelity Capital Markets Experience December 2009 - 2010
Job Uma Trading and Reconciliation Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2010 - Present
Fidelity Capital Markets December 2009 - 2010
Fidelity National Financial February 2004 - April 2007
Skills
Series 7, Series 63, Capital Markets, Trading, Reconciliation, Investments, Customer Service, Excel, Outlook, Microsoft Office, Securities
Education
Suffolk University - Sawyer Business School 1997 — 2002
BSBA, Computer Information System Minor: Finance
Fidelity Investments 2010 - Present
Fidelity Capital Markets December 2009 - 2010
Fidelity National Financial February 2004 - April 2007
Skills
Series 7, Series 63, Capital Markets, Trading, Reconciliation, Investments, Customer Service, Excel, Outlook, Microsoft Office, Securities
Education
Suffolk University - Sawyer Business School 1997 — 2002
BSBA, Computer Information System Minor: Finance
Dylan Lindeberg Dylan Lindeberg's Fidelity Capital Markets Experience January 2015 - July 2015
Job CEO, Founder at Eagle Sight
Industry Motion Pictures and Film
Experience
Eagle Sight February 2015 - Present
Northeastern University September 2012 - Present
Fidelity Capital Markets January 2015 - July 2015
Nutritious Films January 2013 - February 2015
ChowNow September 2014 - December 2014
Moose River Outpost June 2014 - August 2014
Brown Brothers Harriman January 2014 - July 2014
Moose River Outpost June 2013 - August 2013
Shoprite August 2011 - June 2012
Fayerweather Yacht Club May 2009 - September 2009
Skills
Photography, Cooking, Editing, Camera, Running, Camping, Film, Public Speaking, Microsoft Excel, Social Media, Event Videography, Event Management, Broadcast, Financial Analysis, Close Attention to..., Microsoft Office, PowerPoint, Microsoft Word
Education
Northeastern University 2012 — 2017
Bachelor’s Degree, Finance and Entrepreneurship, minor in Spanish
Fairfield Warde Highschool 2009 — 2012
Eagle Sight February 2015 - Present
Northeastern University September 2012 - Present
Fidelity Capital Markets January 2015 - July 2015
Nutritious Films January 2013 - February 2015
ChowNow September 2014 - December 2014
Moose River Outpost June 2014 - August 2014
Brown Brothers Harriman January 2014 - July 2014
Moose River Outpost June 2013 - August 2013
Shoprite August 2011 - June 2012
Fayerweather Yacht Club May 2009 - September 2009
Skills
Photography, Cooking, Editing, Camera, Running, Camping, Film, Public Speaking, Microsoft Excel, Social Media, Event Videography, Event Management, Broadcast, Financial Analysis, Close Attention to..., Microsoft Office, PowerPoint, Microsoft Word
Education
Northeastern University 2012 — 2017
Bachelor’s Degree, Finance and Entrepreneurship, minor in Spanish
Fairfield Warde Highschool 2009 — 2012
Alex Krayson's Fidelity Capital Markets Experience June 2015 - Present
Job Associate Prime Brokerage (CoOp) at Fidelity Capital Markets
Industry Capital Markets
Experience
Fidelity Capital Markets June 2015 - Present
BNY Mellon Asset Management June 2014 - January 2015
John Hancock Financial Services July 2013 - December 2013
Bloomberg LP January 2013 - April 2013
Uber October 2012 - April 2013
Charter Management June 2012 - September 2012
Skills
Bloomberg Terminal, Finance, Social Media Marketing, Event Planning, Public Speaking, Research, Fixed Income, Management, Analysis, Investments, Enterprise Systems, Financial Markets, Business Requirements, Microsoft Excel, Bloomberg, Leadership, Teamwork, Photoshop, FBSI, Advent
Education
Northeastern University 2011 — 2016
Bachelor of Science (BS), BSBA Finance and International Affairs Minor
Peking University 2015 — 2015
Study Abroad - Summer 2015, Architecture
Staples High School 2007 — 2011
Fidelity Capital Markets June 2015 - Present
BNY Mellon Asset Management June 2014 - January 2015
John Hancock Financial Services July 2013 - December 2013
Bloomberg LP January 2013 - April 2013
Uber October 2012 - April 2013
Charter Management June 2012 - September 2012
Skills
Bloomberg Terminal, Finance, Social Media Marketing, Event Planning, Public Speaking, Research, Fixed Income, Management, Analysis, Investments, Enterprise Systems, Financial Markets, Business Requirements, Microsoft Excel, Bloomberg, Leadership, Teamwork, Photoshop, FBSI, Advent
Education
Northeastern University 2011 — 2016
Bachelor of Science (BS), BSBA Finance and International Affairs Minor
Peking University 2015 — 2015
Study Abroad - Summer 2015, Architecture
Staples High School 2007 — 2011
William (Bill) Mingione William (Bill) Mingione's Fidelity Capital Markets Experience January 1997 - January 2007
Job Vice President at Drexel Hamilton
Industry Financial Services
Experience
Drexel Hamilton January 2012 - Present
Collins Stewart May 2011 - December 2011
WJB Capital Group, Inc. February 2010 - February 2011
WJB Capital Group, Inc. November 2008 - February 2011
WJB CAPITAL GROUP INC October 2008 - February 2011
WJB Capital Group October 2008 - February 2011
Fidelity Capital Markets January 1997 - January 2007
Fidelity Investments 1997 - 2007
Nicholas, Safina, Lerner & Co. June 1996 - November 1997
NICHOLS, SAFINA, LERNER & Co. Inc January 1996 - January 1997
Skills
Fixed Income, Fixed Income Products, Fixed Income Trading, Investor Relations, Customer Relations, Public Speaking, Public Relations, Community Service
Education
Dowling College/Molloy College 1997 — 1999
Master, Business Administration
Long Island University, C.W. Post Campus 1994 — 1996
bachelors of science, Dual Major Finance & Management
Nassau Community College 1992 — 1994
Bachelor of Science Degree, C.W. Post; Dual; Associate, Finance/Management; Applied Science
Drexel Hamilton January 2012 - Present
Collins Stewart May 2011 - December 2011
WJB Capital Group, Inc. February 2010 - February 2011
WJB Capital Group, Inc. November 2008 - February 2011
WJB CAPITAL GROUP INC October 2008 - February 2011
WJB Capital Group October 2008 - February 2011
Fidelity Capital Markets January 1997 - January 2007
Fidelity Investments 1997 - 2007
Nicholas, Safina, Lerner & Co. June 1996 - November 1997
NICHOLS, SAFINA, LERNER & Co. Inc January 1996 - January 1997
Skills
Fixed Income, Fixed Income Products, Fixed Income Trading, Investor Relations, Customer Relations, Public Speaking, Public Relations, Community Service
Education
Dowling College/Molloy College 1997 — 1999
Master, Business Administration
Long Island University, C.W. Post Campus 1994 — 1996
bachelors of science, Dual Major Finance & Management
Nassau Community College 1992 — 1994
Bachelor of Science Degree, C.W. Post; Dual; Associate, Finance/Management; Applied Science
Bridgette Senior DeMinico Bridgette Senior DeMinico's Fidelity Capital Markets Experience January 1997 - 1999
Job Customer Relations
Industry Defense & Space
Experience
Alken Ind 1974 - Present
Isagenix 2009 - Present
Blackwatch Brokerage 1999 - 2007
Fidelity Capital Markets January 1997 - 1999
State Street Global Advisors 1994 - 1997
Skills
Nutrition, Wellness Coaching, Fitness, Wellness, Personal Development, Lifestyle Coaching, Nutritional Counseling, Coaching, Lifestyle, Holistic Health, Personal Training, Leadership Development, Public Speaking, Healthcare, Customer Service, Management, Program Management, Training, Marketing, Team Building, Aerospace, Series 7, Consulting, Finance, Operations Management, Sales, Strategic Planning, Project Management, Leadership, Process Improvement
Education
Northeastern University 1989 — 1994
Bachelor of Business Administration (B.B.A.), Marketing
Harborfields High School
Alken Ind 1974 - Present
Isagenix 2009 - Present
Blackwatch Brokerage 1999 - 2007
Fidelity Capital Markets January 1997 - 1999
State Street Global Advisors 1994 - 1997
Skills
Nutrition, Wellness Coaching, Fitness, Wellness, Personal Development, Lifestyle Coaching, Nutritional Counseling, Coaching, Lifestyle, Holistic Health, Personal Training, Leadership Development, Public Speaking, Healthcare, Customer Service, Management, Program Management, Training, Marketing, Team Building, Aerospace, Series 7, Consulting, Finance, Operations Management, Sales, Strategic Planning, Project Management, Leadership, Process Improvement
Education
Northeastern University 1989 — 1994
Bachelor of Business Administration (B.B.A.), Marketing
Harborfields High School
John Engles, CFA John Engles, CFA's Fidelity Capital Markets Experience February 2001 - July 2014
Job SVP at Blaylock Beal Van, LLC
Industry Financial Services
Experience
Blaylock Beal Van, LLC October 2014 - Present
Fidelity Capital Markets February 2001 - July 2014
Ramirez & Co., Inc. March 1995 - February 2001
Donaldson, Lufkin & Jenrette March 1993 - January 1995
Kidder Peabody March 1991 - March 1993
Chemical Bank (now JPMorgan Chase) June 1980 - March 1991
Skills
Fixed Income, Bloomberg, Series 7, Equities, Capital Markets, Trading, Series 63, Derivatives, Hedge Funds, Securities, Portfolio Management, Financial Markets, Mutual Funds, Investments, Asset Management, Options, Electronic Trading, Alternative Investments, Bonds, Trading Systems
Education
Wharton School, University of Pennsylvania 1978 — 1980
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1972 — 1976
Bachelor of Arts (B.A.), History
Blaylock Beal Van, LLC October 2014 - Present
Fidelity Capital Markets February 2001 - July 2014
Ramirez & Co., Inc. March 1995 - February 2001
Donaldson, Lufkin & Jenrette March 1993 - January 1995
Kidder Peabody March 1991 - March 1993
Chemical Bank (now JPMorgan Chase) June 1980 - March 1991
Skills
Fixed Income, Bloomberg, Series 7, Equities, Capital Markets, Trading, Series 63, Derivatives, Hedge Funds, Securities, Portfolio Management, Financial Markets, Mutual Funds, Investments, Asset Management, Options, Electronic Trading, Alternative Investments, Bonds, Trading Systems
Education
Wharton School, University of Pennsylvania 1978 — 1980
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1972 — 1976
Bachelor of Arts (B.A.), History
Joseph Valenza Joseph Valenza's Fidelity Capital Markets Experience March 1993 - May 2000
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs May 2011 - Present
Surge Trading October 2009 - April 2011
Drexel Hamilton April 2008 - September 2009
Lehman Brothers March 2006 - April 2008
Boston Options Exchange April 2004 - March 2006
Knight Securities May 2000 - March 2004
Fidelity Capital Markets March 1993 - May 2000
Aurex Financial September 1989 - February 1993
Wall Street Clearing Co October 1982 - September 1989
Skills
Investments, Trading Systems, Trading, Options, Securities, Electronic Trading, Risk Management, Bloomberg, Equity Trading, Equities, Hedge Funds, Series 7, Fixed Income, Derivatives, Series 63, Equity Derivatives, Capital Markets, ETFs, FINRA, Investment Banking, Series 24, Market Data, Prime Brokerage
Education
St. Francis College 1976 — 1978
History
Goldman Sachs May 2011 - Present
Surge Trading October 2009 - April 2011
Drexel Hamilton April 2008 - September 2009
Lehman Brothers March 2006 - April 2008
Boston Options Exchange April 2004 - March 2006
Knight Securities May 2000 - March 2004
Fidelity Capital Markets March 1993 - May 2000
Aurex Financial September 1989 - February 1993
Wall Street Clearing Co October 1982 - September 1989
Skills
Investments, Trading Systems, Trading, Options, Securities, Electronic Trading, Risk Management, Bloomberg, Equity Trading, Equities, Hedge Funds, Series 7, Fixed Income, Derivatives, Series 63, Equity Derivatives, Capital Markets, ETFs, FINRA, Investment Banking, Series 24, Market Data, Prime Brokerage
Education
St. Francis College 1976 — 1978
History
Jesse Bounds Jesse Bounds's Fidelity Capital Markets Experience August 2000 - January 2006
Job iOS Developer at Brigade Media
Industry Computer Software
Experience
Brigade Media May 2014 - Present
Pivotal Labs December 2012 - April 2014
Code for America October 2011 - November 2012
Fluent Mobile Inc. January 2009 - July 2009
ConvergEx Group January 2006 - January 2009
Fidelity Capital Markets August 2000 - January 2006
Skills
JavaScript, Ruby on Rails, Git, Python, Subversion, Agile Methodologies, PostgreSQL, C#, Software Development, MongoDB, Web Development, Objective-C, Node.js, Mobile Applications, Web Applications, Team Leadership, iOS Development, iOS
Education
University of Colorado at Boulder 1999 — 2000
Master of Science, Telecommunications Systems Engineering
University of Colorado at Boulder 1995 — 1999
Bachelor of Science in Business Administration, Information Systems
Brigade Media May 2014 - Present
Pivotal Labs December 2012 - April 2014
Code for America October 2011 - November 2012
Fluent Mobile Inc. January 2009 - July 2009
ConvergEx Group January 2006 - January 2009
Fidelity Capital Markets August 2000 - January 2006
Skills
JavaScript, Ruby on Rails, Git, Python, Subversion, Agile Methodologies, PostgreSQL, C#, Software Development, MongoDB, Web Development, Objective-C, Node.js, Mobile Applications, Web Applications, Team Leadership, iOS Development, iOS
Education
University of Colorado at Boulder 1999 — 2000
Master of Science, Telecommunications Systems Engineering
University of Colorado at Boulder 1995 — 1999
Bachelor of Science in Business Administration, Information Systems
Carla Pellicano's Fidelity Capital Markets Experience July 2003 - January 2006
Job Product Manager at Airbnb
Industry Hospitality
Experience
Airbnb November 2014 - Present
Wyth March 2013 - Present
CRV (Charles River Ventures) February 2013 - March 2013
Matrix Partners February 2013 - March 2013
Marginize January 2013 - March 2013
Fiksu March 2009 - February 2012
BNY ConvergEx LLC January 2006 - March 2009
Fidelity Capital Markets July 2003 - January 2006
Birch Wathen Lenox School September 2002 - June 2003
MIT - Information Systems 1999 - 2001
Skills
Product Development, Start-ups, Product Management, SQL, Financial Engineering, Mobile Applications, Agile Methodologies, Software Development, Cloud Computing, Analytics, Strategic Partnerships, Mobile Devices, SaaS, Product Marketing, Entrepreneurship, Business Development, Project Management, Mobile Marketing, Mobile Technology, Strategy, Business Strategy, Business Analysis, Web Analytics, Android, New Business Development, Go-to-market Strategy, Enterprise Software, Competitive Analysis, Marketing
Education
Massachusetts Institute of Technology 1997 — 2001
B.S.
Airbnb November 2014 - Present
Wyth March 2013 - Present
CRV (Charles River Ventures) February 2013 - March 2013
Matrix Partners February 2013 - March 2013
Marginize January 2013 - March 2013
Fiksu March 2009 - February 2012
BNY ConvergEx LLC January 2006 - March 2009
Fidelity Capital Markets July 2003 - January 2006
Birch Wathen Lenox School September 2002 - June 2003
MIT - Information Systems 1999 - 2001
Skills
Product Development, Start-ups, Product Management, SQL, Financial Engineering, Mobile Applications, Agile Methodologies, Software Development, Cloud Computing, Analytics, Strategic Partnerships, Mobile Devices, SaaS, Product Marketing, Entrepreneurship, Business Development, Project Management, Mobile Marketing, Mobile Technology, Strategy, Business Strategy, Business Analysis, Web Analytics, Android, New Business Development, Go-to-market Strategy, Enterprise Software, Competitive Analysis, Marketing
Education
Massachusetts Institute of Technology 1997 — 2001
B.S.
Sean Riggle's Fidelity Capital Markets Experience July 2014 - Present
Job Principal Software Engineer at Fidelity Capital Markets
Industry Information Technology and Services
Experience
Fidelity Capital Markets July 2014 - Present
Fidelity Capital Markets March 2012 - July 2014
RIK Technolgies, Inc. October 2010 - March 2012
Optical Image Technology 2004 - 2010
Skills
Flex, Prime Brokerage, jQuery, AngularJS, Backbone.js, Twitter Bootstrap, HTML 5, Cairngorm, Parsley, Portal Development, Capital Markets, Reporting Systems, Document Management, Workflow, Ant, RESTful WebServices, Node.js, Tomcat, Github, ClearCase, CVS, Subversion, ColdFusion, Agile Application..., User Interface Design, CSS, Web Services, Web Applications, Agile Methodologies, JavaScript, Software Development, Software Project..., Web Development, Jenkins, REST
Education
NYU 2013 — 2014
Certificate in iOS App Development, Computer Programming, Specific Applications
Penn State University 2000 — 2004
B.S., Computer Science
Fidelity Capital Markets July 2014 - Present
Fidelity Capital Markets March 2012 - July 2014
RIK Technolgies, Inc. October 2010 - March 2012
Optical Image Technology 2004 - 2010
Skills
Flex, Prime Brokerage, jQuery, AngularJS, Backbone.js, Twitter Bootstrap, HTML 5, Cairngorm, Parsley, Portal Development, Capital Markets, Reporting Systems, Document Management, Workflow, Ant, RESTful WebServices, Node.js, Tomcat, Github, ClearCase, CVS, Subversion, ColdFusion, Agile Application..., User Interface Design, CSS, Web Services, Web Applications, Agile Methodologies, JavaScript, Software Development, Software Project..., Web Development, Jenkins, REST
Education
NYU 2013 — 2014
Certificate in iOS App Development, Computer Programming, Specific Applications
Penn State University 2000 — 2004
B.S., Computer Science
Andrew Brenner Andrew Brenner's Fidelity Capital Markets Experience 2003 - 2006
Job President at Lightspeed Trading
Industry Financial Services
Experience
Lightspeed Trading December 2014 - Present
Professional Trading Solutions March 2014 - Present
Potamus Trading LLC April 2014 - Present
Apex Clearing September 2012 - March 2014
Belzberg Technologies 2010 - 2012
International Securities Exchange 2006 - 2009
Fidelity Capital Markets 2003 - 2006
Credit Suisse First Boston 1996 - 2002
Morgan Stanley 1990 - 1996
Drexel Burnham Lambert 1979 - 1990
Skills
Trading, Electronic Trading, Trading Systems, Equity Trading, Equities, Capital Markets, Options, Derivatives, Hedge Funds, Equity Derivatives, Fixed Income, Securities, Financial Markets, Market Data, Bloomberg, Risk Management, Portfolio Management, Equity Research, Investments, Asset Management, Series 63, Mutual Funds, Series 7, Alternative Investments, FX Options, Financial Services, Investment Banking, Proprietary Trading, ETFs, Valuation, Hedging, Back Office, Trading Strategies, Commodity, Bonds, FINRA, Prime Brokerage, Swaps, Turnaround Specialist, Investment Management, Technical Analysis, FX trading, Emerging Markets, Credit Derivatives, Currency, Financial Risk, Interest Rate..., Investment Strategies, Market Risk, Bloomberg Terminal
Education
Northwestern University 1975 — 1979
Lightspeed Trading December 2014 - Present
Professional Trading Solutions March 2014 - Present
Potamus Trading LLC April 2014 - Present
Apex Clearing September 2012 - March 2014
Belzberg Technologies 2010 - 2012
International Securities Exchange 2006 - 2009
Fidelity Capital Markets 2003 - 2006
Credit Suisse First Boston 1996 - 2002
Morgan Stanley 1990 - 1996
Drexel Burnham Lambert 1979 - 1990
Skills
Trading, Electronic Trading, Trading Systems, Equity Trading, Equities, Capital Markets, Options, Derivatives, Hedge Funds, Equity Derivatives, Fixed Income, Securities, Financial Markets, Market Data, Bloomberg, Risk Management, Portfolio Management, Equity Research, Investments, Asset Management, Series 63, Mutual Funds, Series 7, Alternative Investments, FX Options, Financial Services, Investment Banking, Proprietary Trading, ETFs, Valuation, Hedging, Back Office, Trading Strategies, Commodity, Bonds, FINRA, Prime Brokerage, Swaps, Turnaround Specialist, Investment Management, Technical Analysis, FX trading, Emerging Markets, Credit Derivatives, Currency, Financial Risk, Interest Rate..., Investment Strategies, Market Risk, Bloomberg Terminal
Education
Northwestern University 1975 — 1979
Ji Hyun Lim Ji Hyun Lim's Fidelity Capital Markets Experience August 2006 - August 2009
Job Senior Producer at Houghton Mifflin Harcourt
Industry E-Learning
Experience
Houghton Mifflin Harcourt June 2015 - Present
Scholastic April 2014 - May 2014
Scholastic October 2010 - April 2014
Fidelity Capital Markets August 2006 - August 2009
Skills
Editing, Research, Social Media, Agile Project Management, Product Management, Educational Technology, Nonprofits, Publishing, Data Analysis, Blogging, Copy Editing, Creative Writing
Education
Harvard University Graduate School of Education 2009 — 2010
M Ed, Arts in Education
Wellesley College 2002 — 2006
B.A., Economics, Studio Art
Houghton Mifflin Harcourt June 2015 - Present
Scholastic April 2014 - May 2014
Scholastic October 2010 - April 2014
Fidelity Capital Markets August 2006 - August 2009
Skills
Editing, Research, Social Media, Agile Project Management, Product Management, Educational Technology, Nonprofits, Publishing, Data Analysis, Blogging, Copy Editing, Creative Writing
Education
Harvard University Graduate School of Education 2009 — 2010
M Ed, Arts in Education
Wellesley College 2002 — 2006
B.A., Economics, Studio Art
Daniel Rascoe, MSF's Fidelity Capital Markets Experience August 1997 - July 1998
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade April 2015 - Present
TradeKing August 2012 - April 2015
New York Life Insurance Company January 2011 - May 2011
BB&T Investment Services November 2007 - January 2009
Broker Dealer Investments October 2006 - November 2007
North American Clearing Inc September 2006 - October 2006
Walker Rose Inc October 2003 - November 2005
Hamershlag, Dodeles & Co September 2002 - October 2003
Cathay Financial July 1998 - February 2002
Fidelity Capital Markets August 1997 - July 1998
Skills
Securities, Equities, Trading, Investments, Series 7, Derivatives, Options, Bloomberg, Hedge Funds, Equity Trading, Bonds, Mergers & Acquisitions, Mutual Funds, Series 63, Asset Management, Fixed Income, Portfolio Management, Finance, Series 66, Series 24
Education
University of Illinois at Urbana-Champaign 1990 — 1992
M.S., Finance
Western Kentucky University 1986 — 1990
B.S., Finance
TD Ameritrade April 2015 - Present
TradeKing August 2012 - April 2015
New York Life Insurance Company January 2011 - May 2011
BB&T Investment Services November 2007 - January 2009
Broker Dealer Investments October 2006 - November 2007
North American Clearing Inc September 2006 - October 2006
Walker Rose Inc October 2003 - November 2005
Hamershlag, Dodeles & Co September 2002 - October 2003
Cathay Financial July 1998 - February 2002
Fidelity Capital Markets August 1997 - July 1998
Skills
Securities, Equities, Trading, Investments, Series 7, Derivatives, Options, Bloomberg, Hedge Funds, Equity Trading, Bonds, Mergers & Acquisitions, Mutual Funds, Series 63, Asset Management, Fixed Income, Portfolio Management, Finance, Series 66, Series 24
Education
University of Illinois at Urbana-Champaign 1990 — 1992
M.S., Finance
Western Kentucky University 1986 — 1990
B.S., Finance
James Coder, CFA's Fidelity Capital Markets Experience May 2011 - March 2012
Job Analyst at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management November 2014 - Present
Scivantage January 2014 - November 2014
Scivantage December 2012 - January 2014
Fidelity Investments July 2012 - December 2012
Fidelity Capital Markets May 2011 - March 2012
University of Kansas August 2010 - December 2010
Scottrade Inc November 2009 - December 2010
Northern Pipeline Construction Company August 2004 - August 2008
Skills
Finance, Research, Equities, Bloomberg, Portfolio Management, Investments, Financial Analysis, Fixed Income, Financial Modeling, Microsoft Excel, Banking, Securities, Risk Management, Analysis, VBA, SQL
Education
The University of Kansas 2008 — 2010
Bachelor of Science, Finance
Pittsburg State University 2001 — 2003
N/A, Electronics Engineering Technology
Acadian Asset Management November 2014 - Present
Scivantage January 2014 - November 2014
Scivantage December 2012 - January 2014
Fidelity Investments July 2012 - December 2012
Fidelity Capital Markets May 2011 - March 2012
University of Kansas August 2010 - December 2010
Scottrade Inc November 2009 - December 2010
Northern Pipeline Construction Company August 2004 - August 2008
Skills
Finance, Research, Equities, Bloomberg, Portfolio Management, Investments, Financial Analysis, Fixed Income, Financial Modeling, Microsoft Excel, Banking, Securities, Risk Management, Analysis, VBA, SQL
Education
The University of Kansas 2008 — 2010
Bachelor of Science, Finance
Pittsburg State University 2001 — 2003
N/A, Electronics Engineering Technology
Andrew Howell Andrew Howell's Fidelity Capital Markets Experience May 2008 - February 2010
Job Business Development at IEX Group, Inc.
Industry Financial Services
Experience
IEX Group, Inc. September 2014 - Present
Consultant January 2013 - August 2014
Blue Fire Capital August 2011 - January 2013
BIDS Trading August 2010 - March 2011
Fidelity Capital Markets May 2008 - February 2010
Pipeline Trading Systems August 2004 - January 2008
Penson 2004 - 2004
Pacific Stock Exchange 1989 - 2001
Chicago Board Options Exchange 1986 - 1989
Skills
Series 7, Series 63, Series 24, Electronic Trading, Alternative Trading..., Options, Capital Markets, Trading Systems, Algorithms, Low Latency Trading, Equity Trading, Financial Markets, Proprietary Trading, Hedging, Investments, Market Making, Derivatives, Hedge Funds
Education
University of Minnesota-Twin Cities 1981 — 1986
BA, Economics
IEX Group, Inc. September 2014 - Present
Consultant January 2013 - August 2014
Blue Fire Capital August 2011 - January 2013
BIDS Trading August 2010 - March 2011
Fidelity Capital Markets May 2008 - February 2010
Pipeline Trading Systems August 2004 - January 2008
Penson 2004 - 2004
Pacific Stock Exchange 1989 - 2001
Chicago Board Options Exchange 1986 - 1989
Skills
Series 7, Series 63, Series 24, Electronic Trading, Alternative Trading..., Options, Capital Markets, Trading Systems, Algorithms, Low Latency Trading, Equity Trading, Financial Markets, Proprietary Trading, Hedging, Investments, Market Making, Derivatives, Hedge Funds
Education
University of Minnesota-Twin Cities 1981 — 1986
BA, Economics
Patricia McHale Patricia McHale's Fidelity Capital Markets Experience 2006 - November 2010
Job Implementation Management at FolioDynamix
Industry Financial Services
Experience
FolioDynamix February 2014 - Present
U.S. Securities and Exchange Commission November 2010 - February 2014
Fidelity Investments January 2006 - November 2010
Fidelity Capital Markets 2006 - November 2010
Fidelity Investments January 2005 - January 2006
Fidelity Capital Markets July 2003 - May 2005
Merrill Lynch August 1998 - September 2000
Fidelity Investments April 1996 - August 1998
National Financial Services Group January 1993 - April 1996
Skills
Series 7, Series 63, Series 65, Financial Services, Fixed Income, Securities, Securities Regulation, Risk Management
Education
SEC University and Georgetown University Law Center 2012 — 2014
Certificate Program, Securities and Financial Regulation
FBI Citizens' Academy - FBI NYC Field Office 2013 — 2013
Executive Education Program
Ithaca College
FolioDynamix February 2014 - Present
U.S. Securities and Exchange Commission November 2010 - February 2014
Fidelity Investments January 2006 - November 2010
Fidelity Capital Markets 2006 - November 2010
Fidelity Investments January 2005 - January 2006
Fidelity Capital Markets July 2003 - May 2005
Merrill Lynch August 1998 - September 2000
Fidelity Investments April 1996 - August 1998
National Financial Services Group January 1993 - April 1996
Skills
Series 7, Series 63, Series 65, Financial Services, Fixed Income, Securities, Securities Regulation, Risk Management
Education
SEC University and Georgetown University Law Center 2012 — 2014
Certificate Program, Securities and Financial Regulation
FBI Citizens' Academy - FBI NYC Field Office 2013 — 2013
Executive Education Program
Ithaca College
Liz Hanify Liz Hanify's Fidelity Capital Markets Experience August 2014 - Present
Job Vice President, Municipal Finance at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets August 2014 - Present
Fidelity Capital Markets January 2012 - Present
Citizens Financial Group 2010 - January 2012
Morgan Stanley 2005 - 2008
Rebuilding Together 2003 - 2005
Alliance for Downtown New York 2002 - 2003
Madison Square Garden December 2000 - July 2002
Skills
Program Management, Financial Analysis, Due Diligence, Fixed Income, Capital Markets, Public Speaking, Strategic Planning, Series 7, Business Strategy, Business Development, Project Management, Non-profits
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Strategic Management and Business and Public Policy
Harvard University 1994 — 1998
AB, English and American Literature
milton
Fidelity Capital Markets August 2014 - Present
Fidelity Capital Markets January 2012 - Present
Citizens Financial Group 2010 - January 2012
Morgan Stanley 2005 - 2008
Rebuilding Together 2003 - 2005
Alliance for Downtown New York 2002 - 2003
Madison Square Garden December 2000 - July 2002
Skills
Program Management, Financial Analysis, Due Diligence, Fixed Income, Capital Markets, Public Speaking, Strategic Planning, Series 7, Business Strategy, Business Development, Project Management, Non-profits
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Strategic Management and Business and Public Policy
Harvard University 1994 — 1998
AB, English and American Literature
milton
Jay Clever Jay Clever's Fidelity Capital Markets Experience March 1997 - October 2001
Job Senior Contract Specialist at Citizens Financial Group, Inc.
Industry Management Consulting
Experience
Citizens Financial Group, Inc. April 2014 - Present
Citizens Bank November 2013 - March 2014
Citizens Bank August 2012 - October 2013
Inward Strategic Consulting March 2011 - April 2012
Nova Consulting, Inc. February 2006 - January 2010
LPL Financial September 2004 - February 2006
NOVA CONSULTING, INC February 2002 - September 2004
Fidelity Capital Markets March 1997 - October 2001
Pershing Trading Co. (Div. Pershing) September 1995 - March 1997
PC Financial Network 1994 - 1995
Skills
Operations, Intellectual Property, HR Policies, IT Operations, Contract Management, Financial Operations, Accounts Payable, Accounts Receivable, Vendor Management, Payroll Administration, Employee Benefits, Strategic Planning, Contract Negotiation, Temporary Placement, Payroll, Risk Management, Forecasting, Analysis, Budgets, Financial Risk, Project Management, Cash Management, Financial Analysis, Management, Finance, Training, Financial Services, Securities, Human Resources, Management Consulting, Business Planning, Trading, Options, Investments, Equities, Banking, Portfolio Management, Fixed Income, Mutual Funds, Executive Management, Strategy, Program Management, Insurance, CRM, Accounting, Auditing, Due Diligence, Financial Modeling, Mergers & Acquisitions, Software Documentation
Education
Providence College 2002 — 2003
MBA, Finance
University of Massachusetts at Lowell 1990 — 1991
BS, Marketing
NYU 1989 — 1990
Bachelor's degree, Business Administration and Management, General
Western New England College 1987 — 1989
Bachelor of Commerce (B.Com.), Economics
Acton Boxboro Regional High School 1983 — 1987
High School Diploma
Citizens Financial Group, Inc. April 2014 - Present
Citizens Bank November 2013 - March 2014
Citizens Bank August 2012 - October 2013
Inward Strategic Consulting March 2011 - April 2012
Nova Consulting, Inc. February 2006 - January 2010
LPL Financial September 2004 - February 2006
NOVA CONSULTING, INC February 2002 - September 2004
Fidelity Capital Markets March 1997 - October 2001
Pershing Trading Co. (Div. Pershing) September 1995 - March 1997
PC Financial Network 1994 - 1995
Skills
Operations, Intellectual Property, HR Policies, IT Operations, Contract Management, Financial Operations, Accounts Payable, Accounts Receivable, Vendor Management, Payroll Administration, Employee Benefits, Strategic Planning, Contract Negotiation, Temporary Placement, Payroll, Risk Management, Forecasting, Analysis, Budgets, Financial Risk, Project Management, Cash Management, Financial Analysis, Management, Finance, Training, Financial Services, Securities, Human Resources, Management Consulting, Business Planning, Trading, Options, Investments, Equities, Banking, Portfolio Management, Fixed Income, Mutual Funds, Executive Management, Strategy, Program Management, Insurance, CRM, Accounting, Auditing, Due Diligence, Financial Modeling, Mergers & Acquisitions, Software Documentation
Education
Providence College 2002 — 2003
MBA, Finance
University of Massachusetts at Lowell 1990 — 1991
BS, Marketing
NYU 1989 — 1990
Bachelor's degree, Business Administration and Management, General
Western New England College 1987 — 1989
Bachelor of Commerce (B.Com.), Economics
Acton Boxboro Regional High School 1983 — 1987
High School Diploma
Bob Klasing Bob Klasing's Fidelity Capital Markets Experience January 2000 - September 2003
Job Director of Development at NRI IT Solutions America
Industry Information Technology and Services
Experience
NRI IT Solutions America September 2015 - Present
Oncor Electric Delivery September 2012 - March 2015
Oncor Electric Delivery November 2009 - September 2012
Fidelity Investments September 2005 - October 2008
Fidelity Investments September 2003 - September 2005
Fidelity Capital Markets January 2000 - September 2003
Fidelity Investments June 1997 - January 2000
Fidelity Investments June 1993 - June 1997
Fidelity Investments September 1987 - June 1993
Software Architects June 1985 - September 1987
Skills
IT Operations, Risk Management, Project Management, Information Technology, Quality Assurance, Budgets, Strategic Planning, Start-ups, Software Development, Account Management, Managerial Finance, Income Statement, Turn Around Management, Internal Controls, Databases, Leadership, Vendor Management, Business Analysis, Business Intelligence, SDLC, Integration, Program Management, Process Improvement, Requirements Analysis, Management, Change Management, ITIL, Disaster Recovery, Enterprise Architecture, IT Strategy, Enterprise Software, Analysis, Software Project..., Oracle, Business Process, Testing, Visio, Strategy, Consulting, Business Process..., Infrastructure, IT Management, PMO, Security, Cross-functional Team..., Team Leadership, Project Planning
Education
Illinois State University 1982 — 1985
Bachelor of Science, Applied Computer Science
Parkland College 1979 — 1982
Associate of Applied Science, Data Processing
NRI IT Solutions America September 2015 - Present
Oncor Electric Delivery September 2012 - March 2015
Oncor Electric Delivery November 2009 - September 2012
Fidelity Investments September 2005 - October 2008
Fidelity Investments September 2003 - September 2005
Fidelity Capital Markets January 2000 - September 2003
Fidelity Investments June 1997 - January 2000
Fidelity Investments June 1993 - June 1997
Fidelity Investments September 1987 - June 1993
Software Architects June 1985 - September 1987
Skills
IT Operations, Risk Management, Project Management, Information Technology, Quality Assurance, Budgets, Strategic Planning, Start-ups, Software Development, Account Management, Managerial Finance, Income Statement, Turn Around Management, Internal Controls, Databases, Leadership, Vendor Management, Business Analysis, Business Intelligence, SDLC, Integration, Program Management, Process Improvement, Requirements Analysis, Management, Change Management, ITIL, Disaster Recovery, Enterprise Architecture, IT Strategy, Enterprise Software, Analysis, Software Project..., Oracle, Business Process, Testing, Visio, Strategy, Consulting, Business Process..., Infrastructure, IT Management, PMO, Security, Cross-functional Team..., Team Leadership, Project Planning
Education
Illinois State University 1982 — 1985
Bachelor of Science, Applied Computer Science
Parkland College 1979 — 1982
Associate of Applied Science, Data Processing
Connor Girvan Connor Girvan's Fidelity Capital Markets Experience July 2014 - Present
Job International Trade Support Analyst at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets July 2014 - Present
Fidelity Investments February 2014 - June 2014
Fidelity Investments November 2013 - January 2014
Fidelity Investments June 2012 - October 2013
University of Colorado at Boulder August 2008 - May 2012
TimeTrade Systems, Inc. May 2011 - August 2011
Turner Hill Golf Course 2008 - 2010
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelors, Finance
Manchester Essex Regional High School 2004 — 2008
Fidelity Capital Markets July 2014 - Present
Fidelity Investments February 2014 - June 2014
Fidelity Investments November 2013 - January 2014
Fidelity Investments June 2012 - October 2013
University of Colorado at Boulder August 2008 - May 2012
TimeTrade Systems, Inc. May 2011 - August 2011
Turner Hill Golf Course 2008 - 2010
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelors, Finance
Manchester Essex Regional High School 2004 — 2008
Michael Vogel, CFA, CFP Michael Vogel, CFA, CFP's Fidelity Capital Markets Experience August 2003 - September 2005
Job Portfolio Manager at GenCap Portfolio Management
Industry Investment Management
Experience
GenCap Portfolio Management February 2015 - Present
Quantum Capital Management September 2009 - February 2015
Vogel Financial Services January 2006 - 2009
Fidelity Capital Markets August 2003 - September 2005
Piper Jaffray June 2002 - July 2003
Sutro & Co. 1993 - 2001
Paine Webber May 1988 - August 1992
Skills
Fixed Income, Investments, Strategic Financial..., Management, Portfolio Management, Wealth Management, Asset Management, Asset Allocation
Education
University of California, Davis 1981 — 1984
GenCap Portfolio Management February 2015 - Present
Quantum Capital Management September 2009 - February 2015
Vogel Financial Services January 2006 - 2009
Fidelity Capital Markets August 2003 - September 2005
Piper Jaffray June 2002 - July 2003
Sutro & Co. 1993 - 2001
Paine Webber May 1988 - August 1992
Skills
Fixed Income, Investments, Strategic Financial..., Management, Portfolio Management, Wealth Management, Asset Management, Asset Allocation
Education
University of California, Davis 1981 — 1984
Thomas Callinan Thomas Callinan's Fidelity Capital Markets Experience 1994 - 1999
Job MIXIT Sales
Industry Financial Services
Experience
ION Trading May 2015 - Present
MIXIT inc. 2008 - May 2015
TD Waterhouse 1999 - 2007
TD Ameritrade 1999 - 2007
Fidelity Capital Markets 1994 - 1999
Skills
Equities, Trading Systems, Electronic Trading, Market Data, Options, Securities, FINRA, Derivatives, Trading, Equity Trading, Series 7, Series 63, Hedge Funds, Relationship Management, Back Office
Education
Saint Bonaventure University
ION Trading May 2015 - Present
MIXIT inc. 2008 - May 2015
TD Waterhouse 1999 - 2007
TD Ameritrade 1999 - 2007
Fidelity Capital Markets 1994 - 1999
Skills
Equities, Trading Systems, Electronic Trading, Market Data, Options, Securities, FINRA, Derivatives, Trading, Equity Trading, Series 7, Series 63, Hedge Funds, Relationship Management, Back Office
Education
Saint Bonaventure University
Jay Savely Jay Savely's Fidelity Capital Markets Experience 1994 - Present
Job Senior Vice President at Fidelity FOREX, Inc.
Industry Financial Services
Experience
Fidelity FOREX, Inc. 1994 - Present
Fidelity Investments 1994 - Present
Fidelity Capital Markets 1994 - Present
The Boston Company, BNY Mellon 1985 - 1994
Skills
Financial Services, Hedge Funds, Investments, Equities, Securities, Capital Markets, Series 63, Fixed Income, Asset Management, Bloomberg, Mutual Funds, Alternative Investments, Derivatives, Portfolio Management, Series 7
Education
Miami University 1981 — 1985
Bachelor’s Degree, Business Administration and Management, General
Fidelity FOREX, Inc. 1994 - Present
Fidelity Investments 1994 - Present
Fidelity Capital Markets 1994 - Present
The Boston Company, BNY Mellon 1985 - 1994
Skills
Financial Services, Hedge Funds, Investments, Equities, Securities, Capital Markets, Series 63, Fixed Income, Asset Management, Bloomberg, Mutual Funds, Alternative Investments, Derivatives, Portfolio Management, Series 7
Education
Miami University 1981 — 1985
Bachelor’s Degree, Business Administration and Management, General
Kane Waller's Fidelity Capital Markets Experience December 2006 - Present
Job Institutional Equity Sales Trader at Fidelity Capital Markets
Industry Capital Markets
Experience
Fidelity Capital Markets December 2006 - Present
Fidelity Capital Markets March 2002 - November 2006
Fidelity Capital Markets June 2000 - February 2002
Skills
Equities, Trading, Mutual Funds, Capital Markets, Series 7, Series 63, Customer Relations, Series 24
Education
Harvard University 1995 — 2000
Fidelity Capital Markets December 2006 - Present
Fidelity Capital Markets March 2002 - November 2006
Fidelity Capital Markets June 2000 - February 2002
Skills
Equities, Trading, Mutual Funds, Capital Markets, Series 7, Series 63, Customer Relations, Series 24
Education
Harvard University 1995 — 2000
Jeffrey Carmel's Fidelity Capital Markets Experience 2008 - 2010
Job Trader at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network 2011 - Present
Fidelity Capital Markets 2008 - 2010
Fidelity Capital Markets 2006 - 2008
Fidelity Investments 2000 - 2006
Fidelity Investments 1999 - 2000
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
Prudential Securities 1992 - 1993
Skills
Series 7, Series 63, Trading, Equities, Options, Portfolio Management, Equity Trading, Bloomberg, Securities, Financial Risk, Financial Services
Education
Massachusetts College of Liberal Arts
Commonwealth Financial Network 2011 - Present
Fidelity Capital Markets 2008 - 2010
Fidelity Capital Markets 2006 - 2008
Fidelity Investments 2000 - 2006
Fidelity Investments 1999 - 2000
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
Prudential Securities 1992 - 1993
Skills
Series 7, Series 63, Trading, Equities, Options, Portfolio Management, Equity Trading, Bloomberg, Securities, Financial Risk, Financial Services
Education
Massachusetts College of Liberal Arts
Michael Crugnale Michael Crugnale's Fidelity Capital Markets Experience August 2013 - Present
Job Associate at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets August 2013 - Present
State Street Global Markets May 2011 - August 2013
State Street June 2010 - May 2011
State Street December 2008 - June 2010
Education
University of Massachusetts, Amherst 2004 — 2008
Fidelity Capital Markets August 2013 - Present
State Street Global Markets May 2011 - August 2013
State Street June 2010 - May 2011
State Street December 2008 - June 2010
Education
University of Massachusetts, Amherst 2004 — 2008
Philip Alan Crawford Jr. Philip Alan Crawford Jr.'s Fidelity Capital Markets Experience 2009 - June 2015
Job Vice President Senior Trader
Industry Banking
Experience
Fidelity Capital Markets 2009 - June 2015
RBC Capital Markets 2006 - 2008
RBC 2004 - 2006
Northwestern Mutual 2002 - 2004
Palmer & Dodge LLP 2000 - 2002
Looney & Grossman LLP 1999 - 2000
Massachusetts Attorney General's Office 1998 - 1999
Skills
Bloomberg, Trading, Equity Trading, Fixed Income, Mutual Funds, Equities, Customer Service, Microsoft Office, Series 63, Series 7, Capital Markets, FINRA, Hedge Funds, Securities, Bonds, Asset Management, Investments
Education
Suffolk University 1996 — 2001
Bachelor of Science (BS), Political Science and Government
Suffolk University - Sawyer School of Management 1996 — 2001
Minor General Business Management, General Business
Fidelity Capital Markets 2009 - June 2015
RBC Capital Markets 2006 - 2008
RBC 2004 - 2006
Northwestern Mutual 2002 - 2004
Palmer & Dodge LLP 2000 - 2002
Looney & Grossman LLP 1999 - 2000
Massachusetts Attorney General's Office 1998 - 1999
Skills
Bloomberg, Trading, Equity Trading, Fixed Income, Mutual Funds, Equities, Customer Service, Microsoft Office, Series 63, Series 7, Capital Markets, FINRA, Hedge Funds, Securities, Bonds, Asset Management, Investments
Education
Suffolk University 1996 — 2001
Bachelor of Science (BS), Political Science and Government
Suffolk University - Sawyer School of Management 1996 — 2001
Minor General Business Management, General Business
Bart O'Connor Bart O'Connor's Fidelity Capital Markets Experience January 1994 - November 1994
Job Asset Management
Industry Investment Management
Experience
Bernzott Capital Advisors June 2015 - Present
Monarch Partners Asset Management LLC April 2014 - December 2014
Cadence Capital Management December 1994 - December 2013
Fidelity Capital Markets January 1994 - November 1994
Boston Stock Exchange April 1993 - January 1994
Jefferies November 1992 - April 1993
Skills
Asset Management, Trading, Hedge Funds, Portfolio Management, Investments, Equities, Alternative Investments, Securities, Management, Mutual Funds
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Arts (B.A.), Legal Studies, General
Bernzott Capital Advisors June 2015 - Present
Monarch Partners Asset Management LLC April 2014 - December 2014
Cadence Capital Management December 1994 - December 2013
Fidelity Capital Markets January 1994 - November 1994
Boston Stock Exchange April 1993 - January 1994
Jefferies November 1992 - April 1993
Skills
Asset Management, Trading, Hedge Funds, Portfolio Management, Investments, Equities, Alternative Investments, Securities, Management, Mutual Funds
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Arts (B.A.), Legal Studies, General
Eric Schultz's Fidelity Capital Markets Experience June 2007 - August 2007
Job Partner / Founder at Relic Pictures LLC
Industry Investment Banking
Experience
Relic Pictures LLC July 2013 - Present
Barclays Capital July 2009 - March 2014
Lehman Brothers May 2008 - July 2008
Fidelity Capital Markets June 2007 - August 2007
Skills
Series 7, Series 63, Capital Markets, Hedge Funds, Bloomberg, Investment Banking, Equities, LBO, Chartered Financial..., Securities, Equity Valuation, Private Equity, Corporate Finance, Derivatives, Investments, Due Diligence, Bonds, Electronic Trading, Finance, Alternative Investments, Risk Management, Fixed Income, Trading, Financial Modeling, Valuation, Financial Analysis, Options, Equity Research, Trading Systems
Education
Harvard College 2005 — 2009
B.A., Primary: Psychology, Secondary: Economics, cum laude
Relic Pictures LLC July 2013 - Present
Barclays Capital July 2009 - March 2014
Lehman Brothers May 2008 - July 2008
Fidelity Capital Markets June 2007 - August 2007
Skills
Series 7, Series 63, Capital Markets, Hedge Funds, Bloomberg, Investment Banking, Equities, LBO, Chartered Financial..., Securities, Equity Valuation, Private Equity, Corporate Finance, Derivatives, Investments, Due Diligence, Bonds, Electronic Trading, Finance, Alternative Investments, Risk Management, Fixed Income, Trading, Financial Modeling, Valuation, Financial Analysis, Options, Equity Research, Trading Systems
Education
Harvard College 2005 — 2009
B.A., Primary: Psychology, Secondary: Economics, cum laude
Jason Penniman Jason Penniman's Fidelity Capital Markets Experience 2007 - 2014
Job Securities Professional
Industry Capital Markets
Experience
Fidelity Capital Markets 2007 - 2014
SunGard Financial Systems 1995 - 2007
Citi 1994 - 1995
Skills
Fixed Income, Options, Low Latency, Management, Product Development, Equities, Trading Systems, Electronic Trading, Trading, Capital Markets, Derivatives, Hedge Funds, Back Office
Education
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Applied Science (BASc), Finance
University of Pennsylvania School of Engineering and Applied Science 1990 — 1994
Bachelor's Degree, Systems Engineering & Computer Science
Fidelity Capital Markets 2007 - 2014
SunGard Financial Systems 1995 - 2007
Citi 1994 - 1995
Skills
Fixed Income, Options, Low Latency, Management, Product Development, Equities, Trading Systems, Electronic Trading, Trading, Capital Markets, Derivatives, Hedge Funds, Back Office
Education
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Applied Science (BASc), Finance
University of Pennsylvania School of Engineering and Applied Science 1990 — 1994
Bachelor's Degree, Systems Engineering & Computer Science
Dan Ollquist Dan Ollquist's Fidelity Capital Markets Experience June 2009 - August 2009
Job Sales Associate at CreditSights
Industry Financial Services
Experience
CreditSights July 2010 - Present
Fidelity Capital Markets June 2009 - August 2009
Fidelity Capital Markets June 2008 - August 2008
Skills
Bloomberg, Hedge Funds, Financial Analysis, Microsoft Office, Investments
Education
Providence College 2006 — 2010
Lincoln-Sudbury Regional High School 2003 — 2006
CreditSights July 2010 - Present
Fidelity Capital Markets June 2009 - August 2009
Fidelity Capital Markets June 2008 - August 2008
Skills
Bloomberg, Hedge Funds, Financial Analysis, Microsoft Office, Investments
Education
Providence College 2006 — 2010
Lincoln-Sudbury Regional High School 2003 — 2006
Patrick Scanlon Patrick Scanlon's Fidelity Capital Markets Experience 2010 - 2011
Job AngularJS developer
Industry Financial Services
Experience
Scanlon Software Consulting July 2014 - Present
Wellington Management January 2013 - July 2014
Fidelity Management and Research Co. July 2012 - January 2013
Fidelity Investments September 2011 - July 2012
Fidelity Capital Markets 2010 - 2011
Fidelity Investments July 2007 - May 2010
Skills
.NET, Quantitative Analytics, Bloomberg, JavaScript, Market Data, Microsoft SQL Server, SQL, Equities, KDB+, Oracle Applications, HTML 5, Hold Series 7, Oracle, Business Analysis, Software Development, Trading Systems, C#, Visual Studio, Bonds, HTML, Fixed Income, Trading, Portfolio Management, Software Project..., Valuation, Financial Modeling, VBA, Electronic Trading, Equity Trading, Financial Analysis, Finance, angularjs, Mutual Funds, Requirements Analysis, Microsoft Excel, Financial Services, Investments
Education
University of New Hampshire 2002 — 2006
Bachelor of Science (BS), Major Finance, Minor Economics
Scanlon Software Consulting July 2014 - Present
Wellington Management January 2013 - July 2014
Fidelity Management and Research Co. July 2012 - January 2013
Fidelity Investments September 2011 - July 2012
Fidelity Capital Markets 2010 - 2011
Fidelity Investments July 2007 - May 2010
Skills
.NET, Quantitative Analytics, Bloomberg, JavaScript, Market Data, Microsoft SQL Server, SQL, Equities, KDB+, Oracle Applications, HTML 5, Hold Series 7, Oracle, Business Analysis, Software Development, Trading Systems, C#, Visual Studio, Bonds, HTML, Fixed Income, Trading, Portfolio Management, Software Project..., Valuation, Financial Modeling, VBA, Electronic Trading, Equity Trading, Financial Analysis, Finance, angularjs, Mutual Funds, Requirements Analysis, Microsoft Excel, Financial Services, Investments
Education
University of New Hampshire 2002 — 2006
Bachelor of Science (BS), Major Finance, Minor Economics
Nat Evarts Nat Evarts's Fidelity Capital Markets Experience April 1996 - April 1998
Job Managing Director, Head of Trading Americas at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors March 2009 - Present
State Street Global Advisors April 1998 - March 2009
Fidelity Capital Markets April 1996 - April 1998
Boston Stock Exchange February 1995 - March 1996
Gruntal & Co INC February 1994 - December 1994
Skills
Asset Managment, Microsoft Excel, Hedge Funds, Valuation, Microsoft Office, Risk Management, Bloomberg, Alternative Investments, Strategic Planning, Mutual Funds, Derivatives, Business Strategy, Asset Allocation, Trading, Investment Strategies, Financial Markets, Equity Research, Series 7, Investment Advisory, Investment Management, Investments, Equities, Securities, ETFs, Building Relationships, Innovation, Business Process..., Management, Communication, Visual Communication, Solution Development, Client Development, Asset Management, Options, Electronic Trading, Bonds, Capital Markets, Emerging Markets, Program Trading, Commodity, FX trading, Institutional, Volatility, Trading System, Foreign Exchange, Bloomberg Terminal, Market Structure, Trading Strategies
Education
Paul Smith's College 1990 — 1992
Kimball Union Academy 1986 — 1989
Cardigan Mountain School 1983 — 1986
State Street Global Advisors March 2009 - Present
State Street Global Advisors April 1998 - March 2009
Fidelity Capital Markets April 1996 - April 1998
Boston Stock Exchange February 1995 - March 1996
Gruntal & Co INC February 1994 - December 1994
Skills
Asset Managment, Microsoft Excel, Hedge Funds, Valuation, Microsoft Office, Risk Management, Bloomberg, Alternative Investments, Strategic Planning, Mutual Funds, Derivatives, Business Strategy, Asset Allocation, Trading, Investment Strategies, Financial Markets, Equity Research, Series 7, Investment Advisory, Investment Management, Investments, Equities, Securities, ETFs, Building Relationships, Innovation, Business Process..., Management, Communication, Visual Communication, Solution Development, Client Development, Asset Management, Options, Electronic Trading, Bonds, Capital Markets, Emerging Markets, Program Trading, Commodity, FX trading, Institutional, Volatility, Trading System, Foreign Exchange, Bloomberg Terminal, Market Structure, Trading Strategies
Education
Paul Smith's College 1990 — 1992
Kimball Union Academy 1986 — 1989
Cardigan Mountain School 1983 — 1986
Jaime Ruggiero Jaime Ruggiero's Fidelity Capital Markets Experience July 2011 - Present
Job Securities Finance Product Manager at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets July 2011 - Present
Fidelity Investments May 2009 - July 2011
Merrill Lynch formerly Banc of America Investments January 2006 - March 2009
Merrill Lynch formerly Banc of America Investments 2005 - 2007
Fidelity Investments September 1999 - May 2004
Fidelity Investments September 1999 - May 2004
Skills
Product Lifecycle..., Software Lifecycle, SQL, SaaS, HTML 5, Flex, APIs, FBSI, Investment Strategies, Trading Systems, Trading, Martini, Equilend, Loanet, Investment Management, Bloomberg, Asset Allocation, Securities Lending, Smart Loan
Education
University of New Hampshire 1995 — 1999
Bourne High School 1991 — 1995
Fidelity Capital Markets July 2011 - Present
Fidelity Investments May 2009 - July 2011
Merrill Lynch formerly Banc of America Investments January 2006 - March 2009
Merrill Lynch formerly Banc of America Investments 2005 - 2007
Fidelity Investments September 1999 - May 2004
Fidelity Investments September 1999 - May 2004
Skills
Product Lifecycle..., Software Lifecycle, SQL, SaaS, HTML 5, Flex, APIs, FBSI, Investment Strategies, Trading Systems, Trading, Martini, Equilend, Loanet, Investment Management, Bloomberg, Asset Allocation, Securities Lending, Smart Loan
Education
University of New Hampshire 1995 — 1999
Bourne High School 1991 — 1995
David Ghio David Ghio's Fidelity Capital Markets Experience July 2007 - Present
Job Director, Intermediary Trading at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets July 2007 - Present
Fidelity Capital Markets September 1997 - June 2007
Education
The American College 2007 — 2009
ChFC, Chartered Financial Consultant
The American College 2000 — 2002
CLU, Chartered Life Underwriter
Boston University Metropolitan College
Diploma, Financial Planning
Northeastern University
Masters, Business Administration; Financial Management
University of Massachusetts Lowell 1980 — 1985
B.S, Business Administration; Economics and Finance
Fidelity Capital Markets July 2007 - Present
Fidelity Capital Markets September 1997 - June 2007
Education
The American College 2007 — 2009
ChFC, Chartered Financial Consultant
The American College 2000 — 2002
CLU, Chartered Life Underwriter
Boston University Metropolitan College
Diploma, Financial Planning
Northeastern University
Masters, Business Administration; Financial Management
University of Massachusetts Lowell 1980 — 1985
B.S, Business Administration; Economics and Finance
Mike Palazzoto Mike Palazzoto's Fidelity Capital Markets Experience April 2008 - August 2010
Job VP, Senior Product Manager NetExchange Services at Pershing, LLC
Industry Financial Services
Experience
Pershing, LLC September 2010 - Present
Barclays Wealth July 2010 - October 2010
Fidelity Capital Markets April 2008 - August 2010
Bear Stearns December 1999 - April 2008
Corillian Corporation July 2005 - July 2006
Symbiotic September 1998 - November 1999
SIAC June 1995 - August 1997
EDS October 1989 - June 1995
ITT World Comm July 1979 - November 1989
Skills
Integration, SDLC, Equities, Trading, Trading Systems, Fixed Income, Electronic Trading, Bloomberg, Equity Trading, Quality Assurance, Program Management, Software Documentation, Market Data, Software Project...
Education
Registered Rep. Series 7, Series 63 2003 — 2004
Series 7, Series 63
New York Institute of Technology 1985 — 1990
BS, CS
DeVry Technical Institute 1977 — 1979
Electrical Engineering
Queens College 1976 — 1977
Accounting and Business Law
Pershing, LLC September 2010 - Present
Barclays Wealth July 2010 - October 2010
Fidelity Capital Markets April 2008 - August 2010
Bear Stearns December 1999 - April 2008
Corillian Corporation July 2005 - July 2006
Symbiotic September 1998 - November 1999
SIAC June 1995 - August 1997
EDS October 1989 - June 1995
ITT World Comm July 1979 - November 1989
Skills
Integration, SDLC, Equities, Trading, Trading Systems, Fixed Income, Electronic Trading, Bloomberg, Equity Trading, Quality Assurance, Program Management, Software Documentation, Market Data, Software Project...
Education
Registered Rep. Series 7, Series 63 2003 — 2004
Series 7, Series 63
New York Institute of Technology 1985 — 1990
BS, CS
DeVry Technical Institute 1977 — 1979
Electrical Engineering
Queens College 1976 — 1977
Accounting and Business Law
Jeremy Haber Jeremy Haber's Fidelity Capital Markets Experience April 2013 - Present
Job Electronic Trading Product Development at Fidelity Capital Markets
Industry Capital Markets
Experience
Fidelity Capital Markets April 2013 - Present
Fidelity Investments July 2010 - April 2013
Scotia Capital June 2009 - August 2009
Perimeter Financial May 2008 - August 2008
Dundee Securities May 2007 - June 2007
Education
Tuck School of Business at Dartmouth 2010 — 2010
Bridge Program
Tufts University 2006 — 2010
Bachelor of Science Magna Cum Laude, Quantitative Economics and Entrepreneurial Leadership
Canadian Securities Institute 2008 — 2009
Canadian Securities Course
Fidelity Capital Markets April 2013 - Present
Fidelity Investments July 2010 - April 2013
Scotia Capital June 2009 - August 2009
Perimeter Financial May 2008 - August 2008
Dundee Securities May 2007 - June 2007
Education
Tuck School of Business at Dartmouth 2010 — 2010
Bridge Program
Tufts University 2006 — 2010
Bachelor of Science Magna Cum Laude, Quantitative Economics and Entrepreneurial Leadership
Canadian Securities Institute 2008 — 2009
Canadian Securities Course
Ed Ngeo Ed Ngeo's Fidelity Capital Markets Experience August 2000 - March 2001
Job Finance Professional Looking to Expand Experiences
Industry Financial Services
Experience
OK Hardware October 2007 - Present
Morgan Stanley June 2006 - September 2007
Citigroup April 2005 - June 2006
Citigroup April 2002 - April 2005
Citigroup March 2001 - April 2002
Fidelity Capital Markets August 2000 - March 2001
Fidelity Capital Markets November 1998 - August 2000
National Financial May 1997 - November 1998
Education
Pace University - Lubin School of Business 2008 — 2010
MBA, Financial Management
New York University 1992 — 1996
OK Hardware October 2007 - Present
Morgan Stanley June 2006 - September 2007
Citigroup April 2005 - June 2006
Citigroup April 2002 - April 2005
Citigroup March 2001 - April 2002
Fidelity Capital Markets August 2000 - March 2001
Fidelity Capital Markets November 1998 - August 2000
National Financial May 1997 - November 1998
Education
Pace University - Lubin School of Business 2008 — 2010
MBA, Financial Management
New York University 1992 — 1996
Curtis White, CRPC® Curtis White, CRPC®'s Fidelity Capital Markets Experience April 1987 - February 1991
Job Associate Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors August 2003 - Present
NDB January 1991 - June 2002
Fidelity Capital Markets April 1987 - February 1991
Ladenburg Thalmann 1989 - 1990
Education
Northeastern University 1982 — 1987
BA, Finance
Ipswich High School 1978 — 1982
Ameriprise Financial Advisors August 2003 - Present
NDB January 1991 - June 2002
Fidelity Capital Markets April 1987 - February 1991
Ladenburg Thalmann 1989 - 1990
Education
Northeastern University 1982 — 1987
BA, Finance
Ipswich High School 1978 — 1982
Ashleigh Chase's Fidelity Capital Markets Experience July 2011 - September 2014
Job Equity Analyst
Industry Capital Markets
Experience
Fidelity Capital Markets July 2011 - September 2014
Fidelity Investments November 2010 - July 2011
UBS May 2009 - December 2009
SuccessTrade Securities, Inc. January 2008 - December 2008
Panera Bread May 2008 - September 2008
Zipcar September 2007 - November 2007
Skills
Equities, Finance, Trading, Management, Portfolio Management, Financial Services, Financial Analysis, Marketing, Asset Allocation, Market Research, Microsoft Office, Analysis, Microsoft Excel, Client Services, Client Relations, Relationship Management
Education
The George Washington University 2006 — 2010
BBA, Finance
Oliver Ames
Fidelity Capital Markets July 2011 - September 2014
Fidelity Investments November 2010 - July 2011
UBS May 2009 - December 2009
SuccessTrade Securities, Inc. January 2008 - December 2008
Panera Bread May 2008 - September 2008
Zipcar September 2007 - November 2007
Skills
Equities, Finance, Trading, Management, Portfolio Management, Financial Services, Financial Analysis, Marketing, Asset Allocation, Market Research, Microsoft Office, Analysis, Microsoft Excel, Client Services, Client Relations, Relationship Management
Education
The George Washington University 2006 — 2010
BBA, Finance
Oliver Ames
Matthew Gibbons's Fidelity Capital Markets Experience August 2011 - March 2015
Job Investment Consultant at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management March 2015 - Present
Fidelity Capital Markets August 2011 - March 2015
State Street May 2008 - July 2011
State Street Corporation June 2006 - May 2008
Brown Brothers Harriman & Co May 2004 - May 2006
State Street Corporation August 2003 - May 2004
Skills
Series 7, Operational Risk..., Prime Brokerage, Capital Markets
Education
Trinity College-Hartford 1999 — 2003
B.A., Political Science
Boston College High School 1995 — 1999
University of Galway
Natixis Global Asset Management March 2015 - Present
Fidelity Capital Markets August 2011 - March 2015
State Street May 2008 - July 2011
State Street Corporation June 2006 - May 2008
Brown Brothers Harriman & Co May 2004 - May 2006
State Street Corporation August 2003 - May 2004
Skills
Series 7, Operational Risk..., Prime Brokerage, Capital Markets
Education
Trinity College-Hartford 1999 — 2003
B.A., Political Science
Boston College High School 1995 — 1999
University of Galway
Jami Jordan's Fidelity Capital Markets Experience July 2006 - July 2013
Job VP, Fidelity Institutional Solutions Delivery|PMO at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Capital Markets July 2006 - July 2013
JPMorgan Invest - JPMorgan Asset Management 2003 - 2006
m.a.partners April 2001 - July 2003
Banc of America Securities 1997 - 2001
Fidelity Investments/National Financial Correspondent Services March 1995 - April 1996
Alex. Brown & Sons, Inc. February 1983 - March 1995
Skills
Financial Services, Investments, Brokerage, PMO, Fixed Income, Equities, Hedge Funds, Options, Portfolio Management, Series 7, Securities, Capital Markets, Mutual Funds, Investment Banking, Trading
Education
The Johns Hopkins University 1991 — 1993
MSB, Management
Penn State University 1976 — 1980
BS, Individual and Family Studies
Fidelity Investments July 2013 - Present
Fidelity Capital Markets July 2006 - July 2013
JPMorgan Invest - JPMorgan Asset Management 2003 - 2006
m.a.partners April 2001 - July 2003
Banc of America Securities 1997 - 2001
Fidelity Investments/National Financial Correspondent Services March 1995 - April 1996
Alex. Brown & Sons, Inc. February 1983 - March 1995
Skills
Financial Services, Investments, Brokerage, PMO, Fixed Income, Equities, Hedge Funds, Options, Portfolio Management, Series 7, Securities, Capital Markets, Mutual Funds, Investment Banking, Trading
Education
The Johns Hopkins University 1991 — 1993
MSB, Management
Penn State University 1976 — 1980
BS, Individual and Family Studies
Chris Beller, CFA Chris Beller, CFA's Fidelity Capital Markets Experience August 2008 - August 2009
Job at
Industry Financial Services
Experience
Jefferies LLC January 2014 - Present
Jennison Associates July 2011 - June 2013
Deutsche Bank June 2010 - April 2011
Fidelity Capital Markets August 2008 - August 2009
Skills
Analytics, Bloomberg, Equities, Fixed Income, Interest Rate..., Markitwire, Smartstream TLM, Credit Derivatives, Prime Brokerage, Finance, Swaps
Education
University of North Florida 2004 — 2007
Bachelor of Business Administration, Finance
Jefferies LLC January 2014 - Present
Jennison Associates July 2011 - June 2013
Deutsche Bank June 2010 - April 2011
Fidelity Capital Markets August 2008 - August 2009
Skills
Analytics, Bloomberg, Equities, Fixed Income, Interest Rate..., Markitwire, Smartstream TLM, Credit Derivatives, Prime Brokerage, Finance, Swaps
Education
University of North Florida 2004 — 2007
Bachelor of Business Administration, Finance
Mark Seck's Fidelity Capital Markets Experience June 2009 - August 2009
Job Acquisitions at GID Investment Advisers, LLC
Industry Investment Management
Experience
GID Investment Advisers LLC February 2015 - Present
AEW Capital Management December 2014 - February 2015
AEW Capital Management October 2011 - December 2014
Brown Brothers Harriman March 2011 - September 2011
Fidelity Capital Markets June 2009 - August 2009
Skills
Bloomberg, Investments, Financial Analysis, Financial Modeling, Fixed Income, Valuation, Equities, Due Diligence, Trading, Mutual Funds, Asset Managment, Alternative Investments, Securities, Capital Markets, Private Equity, Portfolio Management, Real Estate Economics, Relationship Management, Commercial Real Estate
Education
Saint Joseph's University 2006 — 2010
Finance, Mathematics
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelor's degree, Finance
Xaverian Brothers High School 2002 — 2006
GID Investment Advisers LLC February 2015 - Present
AEW Capital Management December 2014 - February 2015
AEW Capital Management October 2011 - December 2014
Brown Brothers Harriman March 2011 - September 2011
Fidelity Capital Markets June 2009 - August 2009
Skills
Bloomberg, Investments, Financial Analysis, Financial Modeling, Fixed Income, Valuation, Equities, Due Diligence, Trading, Mutual Funds, Asset Managment, Alternative Investments, Securities, Capital Markets, Private Equity, Portfolio Management, Real Estate Economics, Relationship Management, Commercial Real Estate
Education
Saint Joseph's University 2006 — 2010
Finance, Mathematics
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelor's degree, Finance
Xaverian Brothers High School 2002 — 2006
Erwin Guarachi's Fidelity Capital Markets Experience March 2008 - Present
Job
Industry Investment Banking
Experience
Fidelity Capital Markets March 2008 - Present
UBS (NY, New York) October 2005 - March 2008
UBS (London, England) August 2002 - October 2005
UBS (Stamford, CT) July 1999 - August 2002
HSBC 1995 - 1997
HSBC 1995 - 1997
HSBC 1995 - 1995
HSBC 1995 - 1995
Skills
Foreign Exchange, Securities Finance -..., Prime Brokerage -..., Exchange Traded..., Relationship Management, Interest Rate..., Equity Derivatives, CRM, Derivatives, Equities, Financial Services, Options, Securities
Education
University of Connecticut
MBA
Pace University
BBA
St. John's Prepatory
Fidelity Capital Markets March 2008 - Present
UBS (NY, New York) October 2005 - March 2008
UBS (London, England) August 2002 - October 2005
UBS (Stamford, CT) July 1999 - August 2002
HSBC 1995 - 1997
HSBC 1995 - 1997
HSBC 1995 - 1995
HSBC 1995 - 1995
Skills
Foreign Exchange, Securities Finance -..., Prime Brokerage -..., Exchange Traded..., Relationship Management, Interest Rate..., Equity Derivatives, CRM, Derivatives, Equities, Financial Services, Options, Securities
Education
University of Connecticut
MBA
Pace University
BBA
St. John's Prepatory
Scott Feder's Fidelity Capital Markets Experience 1999 - 2003
Job Global Equity Trading and Execution Consulting Strategist
Industry Investment Management
Experience
Bloomberg L.P. October 2007 - Present
Bloomberg 2008 - 2011
XTF Capital September 2004 - March 2007
Spear Advisors 2003 - 2004
Fidelity Capital Markets 1999 - 2003
Skills
Trading, Bloomberg, Investment Banking, Derivatives, Portfolio Management, Trading Systems, Electronic Trading, Equities, Financial Markets, Equity Trading, Capital Markets, Fixed Income, Series 7, Options, Equity Derivatives, Market Data
Education
University of Denver - Daniels College of Business 1982 — 1986
BSBA, Finance
University School/Hawken 1976 — 1982
High School Diploma, General studies
Bloomberg L.P. October 2007 - Present
Bloomberg 2008 - 2011
XTF Capital September 2004 - March 2007
Spear Advisors 2003 - 2004
Fidelity Capital Markets 1999 - 2003
Skills
Trading, Bloomberg, Investment Banking, Derivatives, Portfolio Management, Trading Systems, Electronic Trading, Equities, Financial Markets, Equity Trading, Capital Markets, Fixed Income, Series 7, Options, Equity Derivatives, Market Data
Education
University of Denver - Daniels College of Business 1982 — 1986
BSBA, Finance
University School/Hawken 1976 — 1982
High School Diploma, General studies
Sarah Illingworth's Fidelity Capital Markets Experience 2006 - Present
Job International Trader
Industry Financial Services
Experience
Fidelity Capital Markets 2006 - Present
Fidelity Investments January 2004 - February 2006
Strategic Point 2002 - 2003
Education
University of Rhode Island - College of Business Administration 1998 — 2002
BS, Finance
High School
Fidelity Capital Markets 2006 - Present
Fidelity Investments January 2004 - February 2006
Strategic Point 2002 - 2003
Education
University of Rhode Island - College of Business Administration 1998 — 2002
BS, Finance
High School
Dave Fabian's Fidelity Capital Markets Experience September 1998 - September 2005
Job Sales Trader at Longbow Research
Industry Capital Markets
Experience
Longbow Research 2006 - Present
Fidelity Capital Markets September 1998 - September 2005
Fidelity Investments 1998 - 2005
Skills
Equity Trading, Investments, Equity Research, Series 7, Equities, Series 63, Risk Management, Fixed Income, Bloomberg, Trading, Capital Markets, FINRA, Hedge Funds, Securities
Education
Xavier University - Williams College of Business 1994 — 1996
MBA, Finance
Ohio University 1988 — 1992
Longbow Research 2006 - Present
Fidelity Capital Markets September 1998 - September 2005
Fidelity Investments 1998 - 2005
Skills
Equity Trading, Investments, Equity Research, Series 7, Equities, Series 63, Risk Management, Fixed Income, Bloomberg, Trading, Capital Markets, FINRA, Hedge Funds, Securities
Education
Xavier University - Williams College of Business 1994 — 1996
MBA, Finance
Ohio University 1988 — 1992
Trish Twining's Fidelity Capital Markets Experience July 1995 - April 1997
Job Managing Director, Sales and Business Development at Airex, Inc.
Industry Financial Services
Experience
Airex, Inc. April 2015 - Present
Creative Global Investments 2011 - March 2015
Strategic Planning and Business Development 2009 - 2011
Natixis Bleichroeder April 1998 - October 2009
Fidelity Capital Markets July 1995 - April 1997
Julius Baer Securities 1992 - 1995
Deutsche Bank Securities 1989 - 1992
Merrill Lynch 1983 - 1989
Greenwich Associates 1981 - 1983
Skills
Investments, Equities, Financial Markets, Strategic Planning, Business Planning, Business Relationship..., Start-ups, Entrepreneurship, Sales Management, Nonprofits, New Business Development, Management, European Markets, Strategy, Capital Markets, Global Business..., Business Development, Acquisition Integration, Finance, Mergers & Acquisitions, Trading
Education
Vassar College 1977 — 1980
BA, Political Science
Muhlenberg College 1976 — 1977
Airex, Inc. April 2015 - Present
Creative Global Investments 2011 - March 2015
Strategic Planning and Business Development 2009 - 2011
Natixis Bleichroeder April 1998 - October 2009
Fidelity Capital Markets July 1995 - April 1997
Julius Baer Securities 1992 - 1995
Deutsche Bank Securities 1989 - 1992
Merrill Lynch 1983 - 1989
Greenwich Associates 1981 - 1983
Skills
Investments, Equities, Financial Markets, Strategic Planning, Business Planning, Business Relationship..., Start-ups, Entrepreneurship, Sales Management, Nonprofits, New Business Development, Management, European Markets, Strategy, Capital Markets, Global Business..., Business Development, Acquisition Integration, Finance, Mergers & Acquisitions, Trading
Education
Vassar College 1977 — 1980
BA, Political Science
Muhlenberg College 1976 — 1977
Raymond Yim's Fidelity Capital Markets Experience January 2014 - Present
Job Vice President, Financial Engineering at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets January 2014 - Present
Fidelity Capital Markets February 2011 - December 2013
Mitsubishi Electric Research Laboratories January 2008 - January 2011
F. W. Olin College of Engineering September 2006 - December 2007
Mitsubishi Electric Research Lab (MERL) January 2006 - May 2006
Nortel Networks May 1999 - August 2000
Skills
Matlab, Wireless Communications..., Automated Trading, Quantitative Finance, Q/KDB, Financial Markets, Statistical Data..., Fixed Income, Equities, Dark Pools
Education
Harvard University 2002 — 2006
Ph.D., Electrical Engineering
McGill University 2001 — 2002
M. Eng, Electrical Engineering
McGill University 1997 — 2001
B. Eng., Electrical Engineering
Fidelity Capital Markets January 2014 - Present
Fidelity Capital Markets February 2011 - December 2013
Mitsubishi Electric Research Laboratories January 2008 - January 2011
F. W. Olin College of Engineering September 2006 - December 2007
Mitsubishi Electric Research Lab (MERL) January 2006 - May 2006
Nortel Networks May 1999 - August 2000
Skills
Matlab, Wireless Communications..., Automated Trading, Quantitative Finance, Q/KDB, Financial Markets, Statistical Data..., Fixed Income, Equities, Dark Pools
Education
Harvard University 2002 — 2006
Ph.D., Electrical Engineering
McGill University 2001 — 2002
M. Eng, Electrical Engineering
McGill University 1997 — 2001
B. Eng., Electrical Engineering
Jackie Schramm's Fidelity Capital Markets Experience 2007 - Present
Job Global Syndicate Analyst at Fidelity Investments
Industry Capital Markets
Experience
Fidelity Capital Markets 2007 - Present
Education
University of Pennsylvania 2003 — 2006
Fidelity Capital Markets 2007 - Present
Education
University of Pennsylvania 2003 — 2006
Neelesh Khadse's Fidelity Capital Markets Experience February 2012 - December 2012
Job IT Professional
Industry Information Technology and Services
Experience
Fidelity Capital Markets February 2012 - December 2012
J.P. Morgan September 2008 - December 2011
Bear Stearns June 2006 - February 2008
PNC August 2004 - June 2006
Polaris Software Labs Ltd. December 2001 - August 2004
Education
University of Mumbai 1997 — 2001
Bachelor of Engineering, Computer Science
Fidelity Capital Markets February 2012 - December 2012
J.P. Morgan September 2008 - December 2011
Bear Stearns June 2006 - February 2008
PNC August 2004 - June 2006
Polaris Software Labs Ltd. December 2001 - August 2004
Education
University of Mumbai 1997 — 2001
Bachelor of Engineering, Computer Science
Chris Quallen, CFA's Fidelity Capital Markets Experience March 2000 - January 2005
Job Senior Trader / PM Structured Securities at Reinsurance Group of America, Incorporated
Industry Investment Management
Experience
Reinsurance Group of America, Incorporated April 2015 - Present
4086 Advisors December 2006 - March 2015
Federal Home Loan Bank of Indianapolis February 2005 - November 2006
Fidelity Capital Markets March 2000 - January 2005
Skills
Financial Modeling, Financial Analysis, Fixed Income, Investments, Portfolio Management, Bloomberg, Asset Management, Valuation, Risk Management, Capital Markets, Securities, Integrity, Finance
Education
University of Cincinnati College of Business 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Reinsurance Group of America, Incorporated April 2015 - Present
4086 Advisors December 2006 - March 2015
Federal Home Loan Bank of Indianapolis February 2005 - November 2006
Fidelity Capital Markets March 2000 - January 2005
Skills
Financial Modeling, Financial Analysis, Fixed Income, Investments, Portfolio Management, Bloomberg, Asset Management, Valuation, Risk Management, Capital Markets, Securities, Integrity, Finance
Education
University of Cincinnati College of Business 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Jackie Harrington's Fidelity Capital Markets Experience October 1997 - May 1998
Job Vice President, Program Operations at CBI, a division of UBM Life Sciences
Industry Pharmaceuticals
Experience
CBI, a division of UBM Life Sciences September 2015 - Present
CBI, a division of UBM Life Sciences April 2013 - September 2015
Advanstar/CBI - Pharmaceutical Science Group October 2010 - April 2012
Advanstar/CBI - Pharmaceutical Science Group September 2004 - October 2010
The Center for Business Intelligence (CBI) January 2004 - September 2004
The Center for Business Intelligence (CBI) January 2002 - January 2004
Mindport (Noochee Solutions) February 1999 - April 2001
University of Colorado at Colorado Springs January 1999 - May 1999
Fidelity Capital Markets October 1997 - May 1998
Skills
Product Management, Program Management, Pharmaceutical Industry, Market Research, Editing, Lifesciences, Conference Production, Conference Development, Leadership, Public Speaking, Marketing, Cross-functional Team..., Strategy, Strategic Planning, Product Development, CRM, Business Development, New Business Development, Analytics, Sales Operations, Biotechnology, Marketing Communications, Medical Devices, Healthcare, Segmentation, Process Improvement, Marketing Management, Marketing Strategy, Start-ups, Competitive Analysis, Data Analysis, Team Building, Contract Negotiation, Research, Product Launch, Team Leadership, Email Marketing, Business Strategy, Account Management, Management, Lead Generation, Sales, Project Management, Life Sciences
Education
University of Colorado Colorado Springs 1998 — 1999
MBA
Westfield State University 1993 — 1997
BS
CBI, a division of UBM Life Sciences September 2015 - Present
CBI, a division of UBM Life Sciences April 2013 - September 2015
Advanstar/CBI - Pharmaceutical Science Group October 2010 - April 2012
Advanstar/CBI - Pharmaceutical Science Group September 2004 - October 2010
The Center for Business Intelligence (CBI) January 2004 - September 2004
The Center for Business Intelligence (CBI) January 2002 - January 2004
Mindport (Noochee Solutions) February 1999 - April 2001
University of Colorado at Colorado Springs January 1999 - May 1999
Fidelity Capital Markets October 1997 - May 1998
Skills
Product Management, Program Management, Pharmaceutical Industry, Market Research, Editing, Lifesciences, Conference Production, Conference Development, Leadership, Public Speaking, Marketing, Cross-functional Team..., Strategy, Strategic Planning, Product Development, CRM, Business Development, New Business Development, Analytics, Sales Operations, Biotechnology, Marketing Communications, Medical Devices, Healthcare, Segmentation, Process Improvement, Marketing Management, Marketing Strategy, Start-ups, Competitive Analysis, Data Analysis, Team Building, Contract Negotiation, Research, Product Launch, Team Leadership, Email Marketing, Business Strategy, Account Management, Management, Lead Generation, Sales, Project Management, Life Sciences
Education
University of Colorado Colorado Springs 1998 — 1999
MBA
Westfield State University 1993 — 1997
BS
Mark Guglielmo's Fidelity Capital Markets Experience January 1997 - December 2004
Job Regional Managing Director at National Financial a Fidelity Investments Company
Industry Investment Management
Experience
National Financial a Fidelity Investments Company September 2009 - Present
National Financial, a Fidelity Investments Company January 2004 - September 2009
Fidelity Capital Markets January 1997 - December 2004
Skills
Series 7, Series 63, Series 24, Securities, Mutual Funds, Alternative Investments, Equities, Capital Markets, Wealth Management, FINRA, Asset Managment, Investments
Education
University of Delaware 1984 — 1988
BS, Financial Management
National Financial a Fidelity Investments Company September 2009 - Present
National Financial, a Fidelity Investments Company January 2004 - September 2009
Fidelity Capital Markets January 1997 - December 2004
Skills
Series 7, Series 63, Series 24, Securities, Mutual Funds, Alternative Investments, Equities, Capital Markets, Wealth Management, FINRA, Asset Managment, Investments
Education
University of Delaware 1984 — 1988
BS, Financial Management
Nelson Gee's Fidelity Capital Markets Experience July 2008 - March 2011
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Capital Markets July 2008 - March 2011
Deutsche Bank October 2005 - June 2008
Barclays Global Investors October 1999 - October 2005
Education
Suffolk University 1993 — 1997
BA, Finance
Fidelity Capital Markets July 2008 - March 2011
Deutsche Bank October 2005 - June 2008
Barclays Global Investors October 1999 - October 2005
Education
Suffolk University 1993 — 1997
BA, Finance
Edward Then's Fidelity Capital Markets Experience 2009 - Present
Job Vice President at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Capital Markets 2009 - Present
Citigroup Global Markets Inc 2005 - 2009
Deutsche Bank 2000 - 2004
New York Life Insurance Company 1993 - 2000
Education
Manhattan College
Fidelity Capital Markets 2009 - Present
Citigroup Global Markets Inc 2005 - 2009
Deutsche Bank 2000 - 2004
New York Life Insurance Company 1993 - 2000
Education
Manhattan College
Ted Bragg's Fidelity Capital Markets Experience January 1999 - January 2005
Job Senior Vice President/ Managing Director at ICAP
Industry Financial Services
Experience
ICAP May 2015 - Present
Bank of New York Mellon Global Markets April 2012 - May 2015
Pershing LLC February 2006 - March 2012
eSpeed April 2005 - February 2006
Fidelity Capital Markets January 1999 - January 2005
Barclays Capital Markets January 1996 - January 1999
Lehman Brothers January 1986 - January 1996
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts (BA) Rutgers College, Economics
ICAP May 2015 - Present
Bank of New York Mellon Global Markets April 2012 - May 2015
Pershing LLC February 2006 - March 2012
eSpeed April 2005 - February 2006
Fidelity Capital Markets January 1999 - January 2005
Barclays Capital Markets January 1996 - January 1999
Lehman Brothers January 1986 - January 1996
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts (BA) Rutgers College, Economics
Alice Chou's Fidelity Capital Markets Experience 2005 - 2009
Job Manager at Accenture
Industry Management Consulting
Experience
Accenture 2010 - Present
Fidelity Capital Markets 2005 - 2009
Skills
Equities, Capital Markets, Trading Systems, Financial Markets, Financial Modeling, Derivatives, Bloomberg, Fixed Income, Valuation, Investment Banking, Trading, Business Analysis, Product Management, Business Strategy, Strategy
Education
Massachusetts Institute of Technology
S.B., Management Science
Accenture 2010 - Present
Fidelity Capital Markets 2005 - 2009
Skills
Equities, Capital Markets, Trading Systems, Financial Markets, Financial Modeling, Derivatives, Bloomberg, Fixed Income, Valuation, Investment Banking, Trading, Business Analysis, Product Management, Business Strategy, Strategy
Education
Massachusetts Institute of Technology
S.B., Management Science
Adam Selby's Fidelity Capital Markets Experience November 2008 - April 2011
Job Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2011 - Present
Fidelity Capital Markets November 2008 - April 2011
Fidelity Investments April 2005 - October 2008
Commonwealth of Massachusetts June 2003 - September 2003
Education
Trinity College-Hartford 2000 — 2004
TIAA-CREF June 2011 - Present
Fidelity Capital Markets November 2008 - April 2011
Fidelity Investments April 2005 - October 2008
Commonwealth of Massachusetts June 2003 - September 2003
Education
Trinity College-Hartford 2000 — 2004
Yuri Brightly's Fidelity Capital Markets Experience March 2013 - Present
Job Vice President at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets March 2013 - Present
Fidelity Capital Markets November 2011 - March 2013
Fidelity Prime Services July 2008 - November 2011
PNC GIS July 2005 - July 2008
State Street October 2001 - July 2005
Skills
FINRA Registrations:..., Series 24
Education
University of Massachusetts, Amherst 1997 — 2001
Economics & Philosophy
Fidelity Capital Markets March 2013 - Present
Fidelity Capital Markets November 2011 - March 2013
Fidelity Prime Services July 2008 - November 2011
PNC GIS July 2005 - July 2008
State Street October 2001 - July 2005
Skills
FINRA Registrations:..., Series 24
Education
University of Massachusetts, Amherst 1997 — 2001
Economics & Philosophy
Lisa Vabolis's Fidelity Capital Markets Experience February 2007 - October 2007
Job Business Analyst/QA Tester
Industry Financial Services
Experience
Innovest Systems August 2011 - Present
JP MorganChase December 2007 - August 2011
Fidelity Capital Markets February 2007 - October 2007
JPMorgan Chase August 2005 - February 2007
Amalgamated Bank 2005 - 2006
Deutsche Bank 1999 - 2004
Deutsche Bank 1999 - 2004
PFPC 1995 - 1999
State Street Bank September 1985 - July 1993
Skills
Equities, Risk Management, Vendor Management, Financial Services, Fixed Income, Portfolio Management, SDLC, Business Requirements, Integration, Requirements Gathering, Securities, Accounting, Quality Assurance
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Accounting
Innovest Systems August 2011 - Present
JP MorganChase December 2007 - August 2011
Fidelity Capital Markets February 2007 - October 2007
JPMorgan Chase August 2005 - February 2007
Amalgamated Bank 2005 - 2006
Deutsche Bank 1999 - 2004
Deutsche Bank 1999 - 2004
PFPC 1995 - 1999
State Street Bank September 1985 - July 1993
Skills
Equities, Risk Management, Vendor Management, Financial Services, Fixed Income, Portfolio Management, SDLC, Business Requirements, Integration, Requirements Gathering, Securities, Accounting, Quality Assurance
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Accounting
Heather Hewett Rubino's Fidelity Capital Markets Experience 2005 - Present
Job VP, Marketing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Capital Markets 2005 - Present
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2003
Fidelity Investments 1999 - 2000
Education
Texas Tech University - Rawls College of Business
Fidelity Capital Markets 2005 - Present
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2003
Fidelity Investments 1999 - 2000
Education
Texas Tech University - Rawls College of Business
Jason Penniman's Fidelity Capital Markets Experience Director Product DevelopmentFidelity Investments2007 - Present
Job Director at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets Director Product DevelopmentFidelity Investments2007 - Present
GL Trade Americas 1995 - 2005
Education
University of Pennsylvania
Fidelity Capital Markets Director Product DevelopmentFidelity Investments2007 - Present
GL Trade Americas 1995 - 2005
Education
University of Pennsylvania
Robert Lo Re's Fidelity Capital Markets Experience 1979 - 1997
Job Seeking New Opportunities in Financial Services &/OR Training & Development
Industry Financial Services
Experience
Self Employed Financial Training Consultant September 2009 - Present
Boston Financial Data Services 2000 - 2009
Addison Avenue Financial Partners 1999 - 2000
Thompson Financial Group 1998 - 1998
Fidelity Capital Markets 1979 - 1997
Education
Suffolk University 2001 — 2004
MS Org, Learning, Adult and Organizational Learning
Northeastern University 1973 — 1981
BS Finance
Self Employed Financial Training Consultant September 2009 - Present
Boston Financial Data Services 2000 - 2009
Addison Avenue Financial Partners 1999 - 2000
Thompson Financial Group 1998 - 1998
Fidelity Capital Markets 1979 - 1997
Education
Suffolk University 2001 — 2004
MS Org, Learning, Adult and Organizational Learning
Northeastern University 1973 — 1981
BS Finance
Adelki Polce's Fidelity Capital Markets Experience 1998 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Capital Markets 1998 - 2005
fidelity 1993 - 2005
Education
University of North Texas 1987 — 1992
Fidelity Capital Markets 1998 - 2005
fidelity 1993 - 2005
Education
University of North Texas 1987 — 1992
David Monesmith's Fidelity Capital Markets Experience 1995 - 1999
Job VP Regulatory Reporting Group at TD Bank
Industry Financial Services
Experience
TD Bank April 2010 - Present
Ecolab July 2008 - April 2010
Robert Half Finance & Accounting March 2008 - October 2009
Northwestern Mutual Life January 2007 - January 2008
Sprague Energy 1998 - 2007
Fidelity Capital Markets 1995 - 1999
Education
Saint Michael's College 1988 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
TD Bank April 2010 - Present
Ecolab July 2008 - April 2010
Robert Half Finance & Accounting March 2008 - October 2009
Northwestern Mutual Life January 2007 - January 2008
Sprague Energy 1998 - 2007
Fidelity Capital Markets 1995 - 1999
Education
Saint Michael's College 1988 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Elaine Bush Beggan's Fidelity Capital Markets Experience 2008 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Capital Markets 2008 - Present
Fidelity Family Office Services 2006 - 2008
Fidelity Investments 1996 - 2006
Verizon (formerly GTE) 1987 - 1996
GTE 1986 - 1989
Education
Siena College
BBA, Accounting
Fidelity Capital Markets 2008 - Present
Fidelity Family Office Services 2006 - 2008
Fidelity Investments 1996 - 2006
Verizon (formerly GTE) 1987 - 1996
GTE 1986 - 1989
Education
Siena College
BBA, Accounting
Michael Cashel's Fidelity Capital Markets Experience June 2011 - August 2012
Job SVP at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments 2012 - Present
Fidelity Capital Markets June 2011 - August 2012
Fidelity Capital Markets September 2008 - June 2011
Fidelity 2008 - June 2011
Bear Stearns April 2006 - September 2008
Harborside Plus September 2002 - May 2005
Harborsideplus 2002 - 2005
ABN AMRO September 2000 - May 2002
Morgan Stanley 1992 - 2000
Education
St. Lawrence University 1980 — 1984
BA, English Literature
Fidelity Investments 2012 - Present
Fidelity Capital Markets June 2011 - August 2012
Fidelity Capital Markets September 2008 - June 2011
Fidelity 2008 - June 2011
Bear Stearns April 2006 - September 2008
Harborside Plus September 2002 - May 2005
Harborsideplus 2002 - 2005
ABN AMRO September 2000 - May 2002
Morgan Stanley 1992 - 2000
Education
St. Lawrence University 1980 — 1984
BA, English Literature
Derrick Chan's Fidelity Capital Markets Experience May 2008 - December 2013
Job Senior Vice President, Fidelity Centralized Electronic Trading at Fidelity Investments
Industry Capital Markets
Experience
Fidelity Investments January 2014 - Present
Fidelity Capital Markets May 2008 - December 2013
Fidelity Capital Markets December 2006 - April 2008
Fidelity Capital Markets April 2005 - November 2006
Fidelity Capital Markets August 2003 - March 2005
Education
Massachusetts Institute of Technology 2012 — 2014
Master of Business Administration (MBA)
Massachusetts Institute of Technology
Bachelor of Science (B.Sc.), Management Science
Massachusetts Institute of Technology
Bachelor of Science (B.Sc.), Electrical Engineering & Computer Science
Fidelity Investments January 2014 - Present
Fidelity Capital Markets May 2008 - December 2013
Fidelity Capital Markets December 2006 - April 2008
Fidelity Capital Markets April 2005 - November 2006
Fidelity Capital Markets August 2003 - March 2005
Education
Massachusetts Institute of Technology 2012 — 2014
Master of Business Administration (MBA)
Massachusetts Institute of Technology
Bachelor of Science (B.Sc.), Management Science
Massachusetts Institute of Technology
Bachelor of Science (B.Sc.), Electrical Engineering & Computer Science
Rouzanna Yesayan's Fidelity Capital Markets Experience April 2012 - July 2013
Job International Product Analyst at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets April 2012 - July 2013
Fidelity Capital Markets September 2008 - April 2012
Fidelity Investments July 2006 - August 2008
Skills
Equities, Financial Services, Securities, Series 7, Fixed Income
Education
IESE Business School - University of Navarra 2013 — 2015
Master of Business Administration (MBA)
University of Massachusetts Boston 2003 — 2005
Bachelor's degree, Management
Fidelity Capital Markets April 2012 - July 2013
Fidelity Capital Markets September 2008 - April 2012
Fidelity Investments July 2006 - August 2008
Skills
Equities, Financial Services, Securities, Series 7, Fixed Income
Education
IESE Business School - University of Navarra 2013 — 2015
Master of Business Administration (MBA)
University of Massachusetts Boston 2003 — 2005
Bachelor's degree, Management
Dana Fleck's Fidelity Capital Markets Experience January 1998 - January 2000
Job Compliance Advisor at Fidelity Personal Investments
Industry Financial Services
Experience
Fidelity Investments September 2006 - Present
Bancnorth Investment Group July 2002 - August 2006
Fidelity Capital Markets January 1998 - January 2000
Skills
Series 7, Social Media Compliance, Investments, Financial Risk, Trading, Retirement, Securities, Series 24, FINRA, Mutual Funds, Series 63, Credit, Credit Risk, Financial Services
Education
Northeastern University 1994 — 1998
College, Business Adminstration
Fidelity Investments September 2006 - Present
Bancnorth Investment Group July 2002 - August 2006
Fidelity Capital Markets January 1998 - January 2000
Skills
Series 7, Social Media Compliance, Investments, Financial Risk, Trading, Retirement, Securities, Series 24, FINRA, Mutual Funds, Series 63, Credit, Credit Risk, Financial Services
Education
Northeastern University 1994 — 1998
College, Business Adminstration
AJ Cerrone's Fidelity Capital Markets Experience January 2014 - Present
Job International Trade Support Analyst at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets January 2014 - Present
State Street Global Advisors October 2013 - January 2014
Morgan Stanley December 2011 - October 2013
Morgan Stanley July 2010 - December 2011
State Street Corporation April 2008 - July 2010
Cerrone Exterior January 2004 - July 2010
Skills
Financial Services, Derivatives, Securities, Settlement, Trading, Prime Brokerage, Trading Operations, Middle Office, Bloomberg, Client Services, Mutual Funds, Omgeo Oasys, DTC, Trade Support, Equity Securities, FIX, Order Routing, SWIFT messaging, NASDAQ ACT Workstation, Foreign Exchange, SSEOMS, Series 7, Equities, Series 63
Education
University of Rhode Island
Bachelor of Science, Business Administration
Wayland High School 2001 — 2002
Naperville Central High School 1998 — 2001
Fidelity Capital Markets January 2014 - Present
State Street Global Advisors October 2013 - January 2014
Morgan Stanley December 2011 - October 2013
Morgan Stanley July 2010 - December 2011
State Street Corporation April 2008 - July 2010
Cerrone Exterior January 2004 - July 2010
Skills
Financial Services, Derivatives, Securities, Settlement, Trading, Prime Brokerage, Trading Operations, Middle Office, Bloomberg, Client Services, Mutual Funds, Omgeo Oasys, DTC, Trade Support, Equity Securities, FIX, Order Routing, SWIFT messaging, NASDAQ ACT Workstation, Foreign Exchange, SSEOMS, Series 7, Equities, Series 63
Education
University of Rhode Island
Bachelor of Science, Business Administration
Wayland High School 2001 — 2002
Naperville Central High School 1998 — 2001
Jennifer Nyitray's Fidelity Capital Markets Experience 2003 - 2004
Job FIX Connectivity
Industry Financial Services
Experience
Thomson Reuters (Tradeweb) September 2004 - Present
Thomson Reuters 2004 - 2007
Fidelity Capital Markets 2003 - 2004
Thomson Financial 2000 - 2003
Thomson Financial 1998 - 2000
Skills
Building Relationships, Project Management, Global Account..., Client On-Boarding, CRM Implementation, Problem Resolution, Team Leadership, Staff Training and..., International Business..., Operations Management, Customer Service, Process Supervision, Program Management, Product Management, Problem Solving, Equities, Onboarding, Relationship Management, CRM, Account Management, Sales, Trading Systems, Cross-functional Team..., Management, Market Data, Electronic Trading, SDLC, Low Latency, Leadership, Networking, Vendor Management, Exchange Connectivity, Trading
Education
University of Rhode Island
Bachelor of Arts (B.A.)
Thomson Reuters (Tradeweb) September 2004 - Present
Thomson Reuters 2004 - 2007
Fidelity Capital Markets 2003 - 2004
Thomson Financial 2000 - 2003
Thomson Financial 1998 - 2000
Skills
Building Relationships, Project Management, Global Account..., Client On-Boarding, CRM Implementation, Problem Resolution, Team Leadership, Staff Training and..., International Business..., Operations Management, Customer Service, Process Supervision, Program Management, Product Management, Problem Solving, Equities, Onboarding, Relationship Management, CRM, Account Management, Sales, Trading Systems, Cross-functional Team..., Management, Market Data, Electronic Trading, SDLC, Low Latency, Leadership, Networking, Vendor Management, Exchange Connectivity, Trading
Education
University of Rhode Island
Bachelor of Arts (B.A.)
Mark R.Doolan's Fidelity Capital Markets Experience December 2010 - September 2011
Job Regional Vice President Investment Advisor at Paradigm Wealth Management, LLC
Industry Banking
Experience
Paradigm Wealth Management March 2015 - Present
Wells Fargo June 2013 - March 2015
Fidelity Capital Markets December 2010 - September 2011
Knight Equity Markets January 2003 - September 2010
Morgan Stanley January 2001 - January 2003
Donaldson, Lufkin, and Jenrette January 1999 - January 2001
JP Morgan Securities January 1994 - January 1999
Goldman Sachs January 1992 - January 1994
Instinet Incorporated 1987 - 1992
ITT Worldcom Inc 1985 - 1987
Skills
New Business Development, Client Services, Equity Trading, Trading, Hedge Funds, Mutual Funds, Series 7, Equities, Series 63, Electronic Trading, Cross Selling, Financial Markets, Customer Relations, Negotiation, Bloomberg, Investment Banking, Microsoft Office, Account Management, Relationship Management, Financial Services, mentoring, Customer Service, CRM, Wealth Management, Commercial Lending, Lines Of Credit, Credit, loans, small business lending, Alternative Investments, Asset Management, Derivatives, ETFs, Equity Derivatives, Equity Research, Investments, Portfolio Management, Options, Risk Management, Securities, Small Business Lending
Education
University of Scranton 1981 — 1985
bs, marketing
Wagner College
MBA, Finance
st peters prep
Paradigm Wealth Management March 2015 - Present
Wells Fargo June 2013 - March 2015
Fidelity Capital Markets December 2010 - September 2011
Knight Equity Markets January 2003 - September 2010
Morgan Stanley January 2001 - January 2003
Donaldson, Lufkin, and Jenrette January 1999 - January 2001
JP Morgan Securities January 1994 - January 1999
Goldman Sachs January 1992 - January 1994
Instinet Incorporated 1987 - 1992
ITT Worldcom Inc 1985 - 1987
Skills
New Business Development, Client Services, Equity Trading, Trading, Hedge Funds, Mutual Funds, Series 7, Equities, Series 63, Electronic Trading, Cross Selling, Financial Markets, Customer Relations, Negotiation, Bloomberg, Investment Banking, Microsoft Office, Account Management, Relationship Management, Financial Services, mentoring, Customer Service, CRM, Wealth Management, Commercial Lending, Lines Of Credit, Credit, loans, small business lending, Alternative Investments, Asset Management, Derivatives, ETFs, Equity Derivatives, Equity Research, Investments, Portfolio Management, Options, Risk Management, Securities, Small Business Lending
Education
University of Scranton 1981 — 1985
bs, marketing
Wagner College
MBA, Finance
st peters prep
Grace Chou, CFA's Fidelity Capital Markets Experience 2005 - 2006
Job Global Product Sales
Industry Financial Services
Experience
Citi 2012 - Present
Citadel Securities 2010 - 2012
Barclays Capital 2008 - 2010
Lehman Brothers 2006 - 2008
Fidelity Capital Markets 2005 - 2006
Skills
Electronic Trading, Equities, Derivatives, Equity Trading, Equity Derivatives, Capital Markets, Bloomberg, Options, Trading Systems, Structured Products, Trading, Hedge Funds, Financial Markets
Education
Massachusetts Institute of Technology 2001 — 2005
BS, Management Science, Economics minor
Citi 2012 - Present
Citadel Securities 2010 - 2012
Barclays Capital 2008 - 2010
Lehman Brothers 2006 - 2008
Fidelity Capital Markets 2005 - 2006
Skills
Electronic Trading, Equities, Derivatives, Equity Trading, Equity Derivatives, Capital Markets, Bloomberg, Options, Trading Systems, Structured Products, Trading, Hedge Funds, Financial Markets
Education
Massachusetts Institute of Technology 2001 — 2005
BS, Management Science, Economics minor
Tommy Blake's Fidelity Capital Markets Experience January 2015 - Present
Job Vice President at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets January 2015 - Present
Education
Saint Michael's College 1987 — 1991
Fidelity Capital Markets January 2015 - Present
Education
Saint Michael's College 1987 — 1991
Mark Donelli's Fidelity Capital Markets Experience June 2008 - February 2012
Job VP Regional Brokerage Consultant
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Fidelity Investments Institutional March 2013 - July 2013
Fidelity Investments Tax Exempt Market June 2012 - November 2012
Fidelity Capital Markets June 2008 - February 2012
Fidelity Investments January 2002 - September 2008
Skills
Series 63, Series 24, Series 7, Smart Order Routing, Market Data, Microsoft Excel, Microsoft Word, PowerPoint, Sales Management, Sales, Marketing Strategy, Marketing, Thought Leadership, Sales Process, Sales Presentations, Strategic Sales, Strategic Sales Plans, Strategic Sales..., Project Management, Strategic Planning, Business Development
Education
University of Massachusetts, Amherst 1988 — 1993
Economics, Mechanical Engineering
University of Massachusetts, Amherst 1987 — 1991
BA, Economics with a minor in Mechanical Engineering
Fidelity Investments August 2013 - Present
Fidelity Investments Institutional March 2013 - July 2013
Fidelity Investments Tax Exempt Market June 2012 - November 2012
Fidelity Capital Markets June 2008 - February 2012
Fidelity Investments January 2002 - September 2008
Skills
Series 63, Series 24, Series 7, Smart Order Routing, Market Data, Microsoft Excel, Microsoft Word, PowerPoint, Sales Management, Sales, Marketing Strategy, Marketing, Thought Leadership, Sales Process, Sales Presentations, Strategic Sales, Strategic Sales Plans, Strategic Sales..., Project Management, Strategic Planning, Business Development
Education
University of Massachusetts, Amherst 1988 — 1993
Economics, Mechanical Engineering
University of Massachusetts, Amherst 1987 — 1991
BA, Economics with a minor in Mechanical Engineering
DeShantra Thompson's Fidelity Capital Markets Experience July 2004 - October 2008
Job CFO Beyond Blue Marketing
Industry Marketing and Advertising
Experience
Beyond Blue Marketing June 2008 - Present
Fidelity Capital Markets July 2004 - October 2008
Response Professionals March 2001 - November 2003
JPMorgan Chase July 1994 - June 2001
Skills
Risk Management, Credit, Analytics
Education
University of Louisiana at Monroe 1990 — 1996
Finance/Commercial Banking
Beyond Blue Marketing June 2008 - Present
Fidelity Capital Markets July 2004 - October 2008
Response Professionals March 2001 - November 2003
JPMorgan Chase July 1994 - June 2001
Skills
Risk Management, Credit, Analytics
Education
University of Louisiana at Monroe 1990 — 1996
Finance/Commercial Banking
Adam Spahn, CFA, CAIA's Fidelity Capital Markets Experience April 2009 - March 2010
Job Senior Relationship Manager at CreditSights
Industry Financial Services
Experience
CreditSights March 2010 - Present
Fidelity Capital Markets April 2009 - March 2010
Agile Group March 2008 - October 2008
Goldman Sachs May 2000 - March 2007
Cowen and Company September 1995 - April 2000
Sanwa Securities May 1993 - August 1995
Skills
Fixed Income, Asset Management, Money Market, Bloomberg, Equities, Capital Markets, Hedge Funds, Investments, Derivatives, Portfolio Management, Trading, Financial Modeling, Alternative Investments, Bonds, Financial Markets
Education
University of Notre Dame 1989 — 1993
BS
Chaminade High School 1986 — 1989
South Side
CreditSights March 2010 - Present
Fidelity Capital Markets April 2009 - March 2010
Agile Group March 2008 - October 2008
Goldman Sachs May 2000 - March 2007
Cowen and Company September 1995 - April 2000
Sanwa Securities May 1993 - August 1995
Skills
Fixed Income, Asset Management, Money Market, Bloomberg, Equities, Capital Markets, Hedge Funds, Investments, Derivatives, Portfolio Management, Trading, Financial Modeling, Alternative Investments, Bonds, Financial Markets
Education
University of Notre Dame 1989 — 1993
BS
Chaminade High School 1986 — 1989
South Side
Joseph Gray's Fidelity Capital Markets Experience September 1996 - April 2004
Job Director of Equity Trading at Suntrust Robinson Humphrey
Industry Financial Services
Experience
Suntrust Robinson Humphrey May 2006 - Present
Jefferies & Company May 2004 - April 2006
Fidelity Capital Markets September 1996 - April 2004
Education
San Diego State University-California State University 1990 — 1993
BS, Public Administration
Suntrust Robinson Humphrey May 2006 - Present
Jefferies & Company May 2004 - April 2006
Fidelity Capital Markets September 1996 - April 2004
Education
San Diego State University-California State University 1990 — 1993
BS, Public Administration
Denise Timmons's Fidelity Capital Markets Experience July 1994 - October 2007
Job V.P. Global Product at Fidelity Investments
Industry Financial Services
Experience
Fidelity / National Financial 2007 - Present
National Financial 2007 - Present
FIX Protocol Ltd. 1998 - Present
Fidelity Capital Markets July 1994 - October 2007
Fidelity Investments 1992 - 1994
Fidelity Investments October 1990 - July 1992
SunGard/Phase3 1987 - 1988
Skills
Securities, Electronic Trading, Trading, Product Management, Trading Systems, Equities, Fixed Income, Capital Markets, Brokerage, Prime Brokerage, Series 7, Series 63, Series 24, Financial Services, Asset Management, Equity Trading, Investments, Mutual Funds, Market Data, Options, Risk Management
Education
Suffolk University - Sawyer School of Management 1985 — 1987
M.B.A.
Fidelity / National Financial 2007 - Present
National Financial 2007 - Present
FIX Protocol Ltd. 1998 - Present
Fidelity Capital Markets July 1994 - October 2007
Fidelity Investments 1992 - 1994
Fidelity Investments October 1990 - July 1992
SunGard/Phase3 1987 - 1988
Skills
Securities, Electronic Trading, Trading, Product Management, Trading Systems, Equities, Fixed Income, Capital Markets, Brokerage, Prime Brokerage, Series 7, Series 63, Series 24, Financial Services, Asset Management, Equity Trading, Investments, Mutual Funds, Market Data, Options, Risk Management
Education
Suffolk University - Sawyer School of Management 1985 — 1987
M.B.A.
William Haracz's Fidelity Capital Markets Experience September 1994 - Present
Job Director at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets September 1994 - Present
Kemper Securities September 1990 - September 1994
Griffin, Kubik, Stephens & Thompson May 1987 - September 1990
Skills
Equities, Hedge Funds, Trading, Investments, Trading Systems, Derivatives, Electronic Trading, Securities, Bloomberg
Education
National-Louis University 1980 — 1982
Master's degree, Education/Teaching of the Gifted and Talented
Northern Illinois University 1970 — 1973
Bachelor of Science (B.S.), Special Education and Teaching
Fidelity Capital Markets September 1994 - Present
Kemper Securities September 1990 - September 1994
Griffin, Kubik, Stephens & Thompson May 1987 - September 1990
Skills
Equities, Hedge Funds, Trading, Investments, Trading Systems, Derivatives, Electronic Trading, Securities, Bloomberg
Education
National-Louis University 1980 — 1982
Master's degree, Education/Teaching of the Gifted and Talented
Northern Illinois University 1970 — 1973
Bachelor of Science (B.S.), Special Education and Teaching
Jon Parsons's Fidelity Capital Markets Experience March 2005 - January 2009
Job Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2010 - Present
The GMS Group June 2009 - May 2010
Fidelity Capital Markets March 2005 - January 2009
Fiserv Securities August 1999 - March 2005
Delaware Investments January 1997 - January 1999
Skills
Direct Sales, Client Relationship..., Financial Management, Financial Markets, Financial Planning, Financial Analysis, Trading, Fixed Income, Fixed Income Products, Wholesale, Wholesaling, Stock Market, Stock Picking
Education
Purdue University 1991 — 1995
BA, Sociology
Merrill Lynch April 2010 - Present
The GMS Group June 2009 - May 2010
Fidelity Capital Markets March 2005 - January 2009
Fiserv Securities August 1999 - March 2005
Delaware Investments January 1997 - January 1999
Skills
Direct Sales, Client Relationship..., Financial Management, Financial Markets, Financial Planning, Financial Analysis, Trading, Fixed Income, Fixed Income Products, Wholesale, Wholesaling, Stock Market, Stock Picking
Education
Purdue University 1991 — 1995
BA, Sociology
Dylan Walton-Yedlin, CFA's Fidelity Capital Markets Experience June 2009 - August 2011
Job Fixed Income at SCS Financial
Industry Financial Services
Experience
SCS Financial August 2011 - Present
Fidelity Capital Markets June 2009 - August 2011
Fidelity Investments January 2007 - June 2009
Seattle Mariners June 2002 - May 2006
Skills
Equities, Fixed Income, Portfolio Management, Derivatives, Investments, Wealth Management, Capital Markets, Trading, Series 7, Asset Management, Bloomberg, Alternative Investments, Financial Services, Securities, Hedge Funds, Options
Education
Union College 2002 — 2006
Bachelor of Arts, Political Science, Philosophy
Lakeside 1998 — 2006
SCS Financial August 2011 - Present
Fidelity Capital Markets June 2009 - August 2011
Fidelity Investments January 2007 - June 2009
Seattle Mariners June 2002 - May 2006
Skills
Equities, Fixed Income, Portfolio Management, Derivatives, Investments, Wealth Management, Capital Markets, Trading, Series 7, Asset Management, Bloomberg, Alternative Investments, Financial Services, Securities, Hedge Funds, Options
Education
Union College 2002 — 2006
Bachelor of Arts, Political Science, Philosophy
Lakeside 1998 — 2006
Alex Magararu's Fidelity Capital Markets Experience September 2006 - December 2008
Job Practice Management Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network March 2009 - May 2014
Fidelity Capital Markets September 2006 - December 2008
Fidelity Investments September 2005 - September 2006
Fidelity Investments August 2000 - September 2005
Fidelity Investments May 1998 - August 2000
Brown & Company Securities Corporation July 1997 - May 1998
Fidelity Investments August 1995 - July 1997
Fechtor, Detwiler & Co., Inc. January 1994 - July 1995
Education
Norwich University
Bachelor of Science, Business Management and Administration
Commonwealth Financial Network March 2009 - May 2014
Fidelity Capital Markets September 2006 - December 2008
Fidelity Investments September 2005 - September 2006
Fidelity Investments August 2000 - September 2005
Fidelity Investments May 1998 - August 2000
Brown & Company Securities Corporation July 1997 - May 1998
Fidelity Investments August 1995 - July 1997
Fechtor, Detwiler & Co., Inc. January 1994 - July 1995
Education
Norwich University
Bachelor of Science, Business Management and Administration
Kirstin Fitzgibbons's Fidelity Capital Markets Experience April 2009 - Present
Job International Sales Trader at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets April 2009 - Present
Liberty Square Asset Management, LLC July 2005 - December 2008
The Boston Company April 1995 - April 2005
Mellon Trust September 1992 - March 1995
Skills
Equities
Education
Lehigh University 1988 — 1992
BA, International Relations
Fidelity Capital Markets April 2009 - Present
Liberty Square Asset Management, LLC July 2005 - December 2008
The Boston Company April 1995 - April 2005
Mellon Trust September 1992 - March 1995
Skills
Equities
Education
Lehigh University 1988 — 1992
BA, International Relations
Christopher Lydon's Fidelity Capital Markets Experience December 1997 - July 2001
Job Sales Associate at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate November 2013 - Present
Coldwell Banker July 2004 - November 2013
TD Waterhouse January 2002 - December 2003
Fidelity Capital Markets December 1997 - July 2001
Fidelity Investments August 1995 - December 1997
Xerox 1994 - 1995
Skills
Real Estate, Residential Homes, Real Estate Development, Sales, Management, Investments, Series 7, Commercial Real Estate, Asset Management, Investment Properties, Real Estate Transactions, Selling
Education
University of Rochester 1991 — 1995
BA, Political Science
Boston College High School 1987 — 1991
William Raveis Real Estate November 2013 - Present
Coldwell Banker July 2004 - November 2013
TD Waterhouse January 2002 - December 2003
Fidelity Capital Markets December 1997 - July 2001
Fidelity Investments August 1995 - December 1997
Xerox 1994 - 1995
Skills
Real Estate, Residential Homes, Real Estate Development, Sales, Management, Investments, Series 7, Commercial Real Estate, Asset Management, Investment Properties, Real Estate Transactions, Selling
Education
University of Rochester 1991 — 1995
BA, Political Science
Boston College High School 1987 — 1991
Nicole Herley's Fidelity Capital Markets Experience 1994 - 2003
Job Global Business Development Manager /Compliance Applications Trading Floor
Industry Financial Services
Experience
NICE Systems July 2013 - Present
NICE Systems 2013 - 2014
WTS PROPRIETARY TRADING GROUP December 2008 - June 2013
SunGard September 2006 - November 2008
Fidelity Capital Markets 1994 - 2003
Herzog Heine Geduld 1987 - 1993
Skills
Capital Markets, Proprietary Trading, Options, Trading Systems, Electronic Trading, Equities, Hedge Funds, Trading, Bloomberg, Equity Trading, Financial Markets, Risk Management, Hedging, Trading Strategies, Portfolio Management, Series 63, Series 7, Mutual Funds, Alternative Investments, Market Data, Securities Lending, Brokerage, Prime Brokerage, Market Making, Financial Risk, Investments, Fixed Income, Derivatives, Asset Management, Financial Services, Bonds, Securities, Investment Banking
Education
Hofstra University 1982 — 1987
BACHOLRS, Finance, Economics, physcology
Hofstra University 1984 — 1986
Bachelor's Degree, Finance, General
NICE Systems July 2013 - Present
NICE Systems 2013 - 2014
WTS PROPRIETARY TRADING GROUP December 2008 - June 2013
SunGard September 2006 - November 2008
Fidelity Capital Markets 1994 - 2003
Herzog Heine Geduld 1987 - 1993
Skills
Capital Markets, Proprietary Trading, Options, Trading Systems, Electronic Trading, Equities, Hedge Funds, Trading, Bloomberg, Equity Trading, Financial Markets, Risk Management, Hedging, Trading Strategies, Portfolio Management, Series 63, Series 7, Mutual Funds, Alternative Investments, Market Data, Securities Lending, Brokerage, Prime Brokerage, Market Making, Financial Risk, Investments, Fixed Income, Derivatives, Asset Management, Financial Services, Bonds, Securities, Investment Banking
Education
Hofstra University 1982 — 1987
BACHOLRS, Finance, Economics, physcology
Hofstra University 1984 — 1986
Bachelor's Degree, Finance, General
Debra Saunders's Fidelity Capital Markets Experience April 2010 - Present
Job Vice President, Municipal Finance at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets April 2010 - Present
Ambac Assurance Corp. February 1993 - June 2009
New York University September 1987 - June 1994
Industrial Bank of Japan April 1992 - August 1993
New York City Comptroller's Office April 1990 - March 1992
Ambac February 1983 - April 1990
Skills
Capital Markets, Bonds, Investment Banking, Credit Analysis, Credit, Banking, Public Finance, Management, Fixed Income, Public Speaking, Financial Analysis, Document Review, Securities, Valuation, Due Diligence, Structured Finance, Financial Modeling, Underwriting, Bloomberg, Hedge Funds, Series 7, Finance, Financial Structuring, Portfolio Management, Alternative Investments, Equities
Education
New York University 1983 — 1987
Master, Public Administration, Finance
Queens College 1977 — 1982
Bachelor of Arts, English Literature
Bayside High School 1973 — 1977
Fidelity Capital Markets April 2010 - Present
Ambac Assurance Corp. February 1993 - June 2009
New York University September 1987 - June 1994
Industrial Bank of Japan April 1992 - August 1993
New York City Comptroller's Office April 1990 - March 1992
Ambac February 1983 - April 1990
Skills
Capital Markets, Bonds, Investment Banking, Credit Analysis, Credit, Banking, Public Finance, Management, Fixed Income, Public Speaking, Financial Analysis, Document Review, Securities, Valuation, Due Diligence, Structured Finance, Financial Modeling, Underwriting, Bloomberg, Hedge Funds, Series 7, Finance, Financial Structuring, Portfolio Management, Alternative Investments, Equities
Education
New York University 1983 — 1987
Master, Public Administration, Finance
Queens College 1977 — 1982
Bachelor of Arts, English Literature
Bayside High School 1973 — 1977
Justin Mucci's Fidelity Capital Markets Experience April 2012 - February 2014
Job Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management October 2014 - Present
Concord Wealth Management February 2014 - October 2014
Fidelity Capital Markets April 2012 - February 2014
Fidelity Investments January 2011 - April 2012
Fidelity Investments February 2010 - September 2011
Consolidated Dairies July 2006 - July 2007
Skills
Hold Series 7, 63, 4, Fixed Income
Education
Sacred Heart University 2002 — 2006
Bachelor's degree, Finance, Sports Management
UBS Wealth Management October 2014 - Present
Concord Wealth Management February 2014 - October 2014
Fidelity Capital Markets April 2012 - February 2014
Fidelity Investments January 2011 - April 2012
Fidelity Investments February 2010 - September 2011
Consolidated Dairies July 2006 - July 2007
Skills
Hold Series 7, 63, 4, Fixed Income
Education
Sacred Heart University 2002 — 2006
Bachelor's degree, Finance, Sports Management
Andrew Upward's Fidelity Capital Markets Experience September 2011 - January 2013
Job Market Structure Analyst at Rosenblatt Securities
Industry Financial Services
Experience
Rosenblatt Securities February 2013 - Present
Fidelity Capital Markets September 2011 - January 2013
Fidelity Capital Markets November 2008 - September 2011
BNY ConvergEx Group May 2007 - November 2008
Midwood Securities August 2005 - May 2007
Harborside Securities August 2003 - May 2005
Munder Capital Management January 1999 - January 2002
Skills
Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, Equity Trading, Financial Markets, Hedge Funds, Market Structure, Options, Securities, Series 63, Series 7, Trading, Trading Systems, Fixed Income
Education
Detroit Country Day School 1999 — 2003
High School
Kalamazoo College 1999 — 2003
B.A. Degree, Economics
Rosenblatt Securities February 2013 - Present
Fidelity Capital Markets September 2011 - January 2013
Fidelity Capital Markets November 2008 - September 2011
BNY ConvergEx Group May 2007 - November 2008
Midwood Securities August 2005 - May 2007
Harborside Securities August 2003 - May 2005
Munder Capital Management January 1999 - January 2002
Skills
Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, Equity Trading, Financial Markets, Hedge Funds, Market Structure, Options, Securities, Series 63, Series 7, Trading, Trading Systems, Fixed Income
Education
Detroit Country Day School 1999 — 2003
High School
Kalamazoo College 1999 — 2003
B.A. Degree, Economics
Ryan Klapprodt's Fidelity Capital Markets Experience March 2013 - Present
Job Syndicate Trade Support Analyst at Fidelity Capital Markets
Industry Investment Management
Experience
Fidelity Capital Markets March 2013 - Present
Fidelity Investments 2010 - Present
Bottomline Technologies September 2009 - October 2010
State Street June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Cisco Systems June 2007 - August 2007
MassMutual Financial Group June 2006 - August 2006
Skills
Financial Modeling, Bloomberg Terminal, Series 7, Series 63, Microsoft Excel, Equity Research, Equity Trading, PowerPoint, Valuation, Research
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
Bachelors of Science, Finance, Entrepreneurial Studies, Economics
Regents College 2008 — 2009
Bachelors, Finance, Economics
Fidelity Capital Markets March 2013 - Present
Fidelity Investments 2010 - Present
Bottomline Technologies September 2009 - October 2010
State Street June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Cisco Systems June 2007 - August 2007
MassMutual Financial Group June 2006 - August 2006
Skills
Financial Modeling, Bloomberg Terminal, Series 7, Series 63, Microsoft Excel, Equity Research, Equity Trading, PowerPoint, Valuation, Research
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
Bachelors of Science, Finance, Entrepreneurial Studies, Economics
Regents College 2008 — 2009
Bachelors, Finance, Economics
Glenn Cira's Fidelity Capital Markets Experience January 2004 - May 2009
Job Loan Officer at Prospect Mortgage, LLC
Industry Financial Services
Experience
Prospect Mortgage, LLC January 2014 - Present
Poli Mortgage Group June 2011 - January 2014
Fidelity Capital Markets January 2004 - May 2009
RW Pressprich April 2003 - December 2004
Wasserstein Perella/Grantchester Securities June 1996 - April 2003
Lehman Brothers June 1992 - June 1996
Skills
Fixed Income, Trading, Credit, Valuation, Bonds, Mortgage Lending, Investments, High Yield
Education
Manhattan College 1987 — 1992
BS, Finance, Computer Information Systems
School name:
Prospect Mortgage, LLC January 2014 - Present
Poli Mortgage Group June 2011 - January 2014
Fidelity Capital Markets January 2004 - May 2009
RW Pressprich April 2003 - December 2004
Wasserstein Perella/Grantchester Securities June 1996 - April 2003
Lehman Brothers June 1992 - June 1996
Skills
Fixed Income, Trading, Credit, Valuation, Bonds, Mortgage Lending, Investments, High Yield
Education
Manhattan College 1987 — 1992
BS, Finance, Computer Information Systems
School name:
Matthew Ducie's Fidelity Capital Markets Experience March 2012 - Present
Job International Trade Support at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets March 2012 - Present
Skills
Series 7, Series 63, Middle Office, Foreign Exchange, Capital Markets, Bloomberg, Equities, Series 24
Education
University of Rhode Island 2002 — 2006
B.S, Business Administration; Management
University of Rhode Island
B.S, Business Administration; Finance
Fidelity Capital Markets March 2012 - Present
Skills
Series 7, Series 63, Middle Office, Foreign Exchange, Capital Markets, Bloomberg, Equities, Series 24
Education
University of Rhode Island 2002 — 2006
B.S, Business Administration; Management
University of Rhode Island
B.S, Business Administration; Finance
Anthony Triolo's Fidelity Capital Markets Experience 2002 - 2005
Job Sales Director at Corvil
Industry Computer Software
Experience
Corvil June 2014 - Present
Fidessa September 2009 - May 2014
Lava Trading / Citigroup 2006 - 2008
Bloomberg TradeBook 2005 - 2006
Fidelity Capital Markets 2002 - 2005
Herzog Heine Geduld / Merrill Lynch 1997 - 2002
Lehman Brothers 1994 - 1997
Prudential Securities 1992 - 1994
Skills
Trading Systems, Series 7, Derivatives, Equities, Equity Trading, Financial Markets, Sales, Trading, Options, Securities, Electronic Trading, Order Management, Equity Derivatives, Low Latency, Exchange Connectivity, Market Data, Fidessa, Asset Management, Bloomberg, Capital Markets, Fixed Income, Series 63, Hedge Funds, FX Options
Education
Marist College
Bachelor of Arts (B.A.)
Corvil June 2014 - Present
Fidessa September 2009 - May 2014
Lava Trading / Citigroup 2006 - 2008
Bloomberg TradeBook 2005 - 2006
Fidelity Capital Markets 2002 - 2005
Herzog Heine Geduld / Merrill Lynch 1997 - 2002
Lehman Brothers 1994 - 1997
Prudential Securities 1992 - 1994
Skills
Trading Systems, Series 7, Derivatives, Equities, Equity Trading, Financial Markets, Sales, Trading, Options, Securities, Electronic Trading, Order Management, Equity Derivatives, Low Latency, Exchange Connectivity, Market Data, Fidessa, Asset Management, Bloomberg, Capital Markets, Fixed Income, Series 63, Hedge Funds, FX Options
Education
Marist College
Bachelor of Arts (B.A.)
Brian Mulderry's Fidelity Capital Markets Experience January 1992 - January 1997
Job Experienced equity trader/trade support searching for new opportunity
Industry Investment Banking
Experience
Westor Capital Group Inc November 2012 - February 2013
JP TUrner July 2011 - February 2012
SunTrust Robinson Humphrey May 1997 - July 2010
SunTrust Robinson Humphrey January 1997 - July 2010
SunTrust Robinson Humphrey January 1997 - July 2010
SunTrust Robinson Humphrey January 1997 - July 2010
Fidelity Investments January 1992 - May 1997
Fidelity NFSC January 1992 - January 1997
Fidelity Capital Markets January 1992 - January 1997
Fidelity Capital Markets January 1992 - January 1997
Skills
Series 7, Trading, Bloomberg, Investment Banking, Equity Trading, Series 63, Electronic Trading, Bloomberg Terminal, Series 55
Education
Le Moyne College 1981 — 1985
BA, Industrial Relations
Le Moyne College 1981 — 1985
BA, Industrial Relations and Human Resources
LeMoyne College 1981 — 1985
BA, Industrial Relations/Human Resource Management
LeMoyne College 1981 — 1985
BA, Industrial Relations/Human Resource Management
Westor Capital Group Inc November 2012 - February 2013
JP TUrner July 2011 - February 2012
SunTrust Robinson Humphrey May 1997 - July 2010
SunTrust Robinson Humphrey January 1997 - July 2010
SunTrust Robinson Humphrey January 1997 - July 2010
SunTrust Robinson Humphrey January 1997 - July 2010
Fidelity Investments January 1992 - May 1997
Fidelity NFSC January 1992 - January 1997
Fidelity Capital Markets January 1992 - January 1997
Fidelity Capital Markets January 1992 - January 1997
Skills
Series 7, Trading, Bloomberg, Investment Banking, Equity Trading, Series 63, Electronic Trading, Bloomberg Terminal, Series 55
Education
Le Moyne College 1981 — 1985
BA, Industrial Relations
Le Moyne College 1981 — 1985
BA, Industrial Relations and Human Resources
LeMoyne College 1981 — 1985
BA, Industrial Relations/Human Resource Management
LeMoyne College 1981 — 1985
BA, Industrial Relations/Human Resource Management
Desmond Patrice's Fidelity Capital Markets Experience December 2011 - Present
Job Business/Systems Analyst Consultant
Industry Financial Services
Experience
Fidelity Capital Markets December 2011 - Present
Fidelity Investments March 2011 - August 2011
BNY Mellon- Private Wealth Management September 2006 - January 2011
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 1997 - 2000
Investors Bank & Trust 1996 - 1997
Skills
Analysis, Business Analysis, Business Strategy, Data Analysis, Financial Analysis, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, Risk Management, SDLC, Strategic Planning, Valuation, Vendor Management
Education
Suffolk University 1992 — 1996
BS/BA, Accounting
Northestern University
MBA
SMA
Fidelity Capital Markets December 2011 - Present
Fidelity Investments March 2011 - August 2011
BNY Mellon- Private Wealth Management September 2006 - January 2011
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 1997 - 2000
Investors Bank & Trust 1996 - 1997
Skills
Analysis, Business Analysis, Business Strategy, Data Analysis, Financial Analysis, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, Risk Management, SDLC, Strategic Planning, Valuation, Vendor Management
Education
Suffolk University 1992 — 1996
BS/BA, Accounting
Northestern University
MBA
SMA
Bill Kimball's Fidelity Capital Markets Experience 1998 - 2002
Job Director at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott 2011 - Present
Sterne Agee 2006 - 2011
Raymond James Financial Inc. 2004 - 2006
Jefferies & Company 2002 - 2004
Fidelity Capital Markets 1998 - 2002
Hoeing & Associates 1996 - 1998
Smith Barney 1993 - 1995
Lynch Murphy Walsh ( Codman Co) Real Estate 1987 - 1993
Spaulding & Slye Colliers 1981 - 1986
Xerox 1978 - 1981
Education
Tabor Academy
High School
University of New Hampshire
BS, Business - Whittemore School of Business
Janney Montgomery Scott 2011 - Present
Sterne Agee 2006 - 2011
Raymond James Financial Inc. 2004 - 2006
Jefferies & Company 2002 - 2004
Fidelity Capital Markets 1998 - 2002
Hoeing & Associates 1996 - 1998
Smith Barney 1993 - 1995
Lynch Murphy Walsh ( Codman Co) Real Estate 1987 - 1993
Spaulding & Slye Colliers 1981 - 1986
Xerox 1978 - 1981
Education
Tabor Academy
High School
University of New Hampshire
BS, Business - Whittemore School of Business
Stephanie Gisriel's Fidelity Capital Markets Experience 2009 - 2011
Job National Accounts Manager at Baron Capital Group, Inc.
Industry Investment Management
Experience
Baron Capital Group, Inc. May 2014 - Present
Baron Capital December 2012 - Present
Baron Capital November 2011 - November 2012
Fidelity Capital Markets 2009 - 2011
Skills
Series 7, Series 63, Equities, Securities, Mutual Funds, Capital Markets, Fixed Income, Investments, Trading, Trading Systems, Market Data
Education
Trinity College-Hartford 2005 — 2009
Bachelor of Arts (BA), Economics
Baron Capital Group, Inc. May 2014 - Present
Baron Capital December 2012 - Present
Baron Capital November 2011 - November 2012
Fidelity Capital Markets 2009 - 2011
Skills
Series 7, Series 63, Equities, Securities, Mutual Funds, Capital Markets, Fixed Income, Investments, Trading, Trading Systems, Market Data
Education
Trinity College-Hartford 2005 — 2009
Bachelor of Arts (BA), Economics
Mary Ellen Heffernan's Fidelity Capital Markets Experience 1992 - 2006
Job
Industry
Experience
Fidelity Capital Markets 1992 - 2006
Legg Mason Wood Walker 1988 - 1992
Education
University of Colorado Boulder
Bachelor of Arts (B.A.), Economics
Fidelity Capital Markets 1992 - 2006
Legg Mason Wood Walker 1988 - 1992
Education
University of Colorado Boulder
Bachelor of Arts (B.A.), Economics
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial