Fidelity Charitable
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Fidelity Charitable Employees
Staples, Inc. March 2015 - August 2015
Fidelity Charitable 2009 - 2014
Fidelity Investments 2007 - 2009
Fidelity Charitable 2005 - 2007
TJX 2003 - 2005
Special Olympics 2003 - 2004
Trinity Communications -Advertising 2001 - 2002
Fidelity Investments 1996 - 2000
Skills
Marketing Strategy, Cross-functional Team..., Problem Solving, Relationship Management, Building Relationships, Marketing Communications, Thought Leadership, New Business Development, Product Marketing, Direct Marketing, Email Marketing, Mass Marketing, Direct Mail Campaigns, Fundraising, Advertising, Marketing Budget..., Planning Budgeting &..., Management, Project Management, Development Projects, Agile Methodolgy, Presentation Development, Sales Presentations, Client Presentation, Collateral Materials..., Data Analysis, Staffing Plans, Integrated Marketing, Salesforce.com, Vendor Relationships, Strategic Planning, Business Planning, Agile Methodologies, Strategy, Leadership
Education
University of Colorado at Boulder 1991 — 1995
Bachelor of Science, Business Administration
Fidelity Investments September 2014 - Present
Fidelity Investments November 2013 - September 2014
Fidelity Charitable April 2011 - November 2013
Fidelity Investments November 2009 - April 2011
Jewish Funds for Justice 2007 - 2009
Skills
Financial Services, Business Analysis, Relationship Management, Risk Management, Leadership, Operations Management, Workflow Management, Coaching, Performance Management, Team Building, Nonprofits, Agile Methodologies, Vendor Management, Analysis, Team Leadership, Program Management, Process Improvement, Public Speaking, Microsoft Office, Management, Project Management, Customer Service
Education
Texas Woman's University 2014 — 2014
Master of Business Administration (M.B.A.), Executive, Strategic leadership
Simmons College - Simmons School of Management 2012 — 2012
Organizational Leadership
Southern New Hampshire University 2003 — 2006
Bachelor of Arts (B.A.), History
Fidelity Charitable February 2014 - Present
Fidelity Charitable September 2008 - February 2014
Fidelity Investments May 2005 - September 2008
Boston Private Financial Holdings January 2002 - January 2005
Fidelity Investments August 1986 - August 2000
Skills
Leadership, Business Development, Planned Giving, Strategic Planning, Investments, Mutual Funds, Financial Services
Education
University of Colorado Boulder 1978 — 1982
BA, International Affairs
Pembroke Hill School 1974 — 1978
Fidelity Charitable September 2015 - Present
TOSHIBA Global Commerce Solutions, Inc December 2014 - September 2015
BB&T July 2014 - November 2014
Active Capital IT December 2012 - August 2014
JABS Solutions Pvt Limited March 2011 - May 2013
Code Informatics January 2012 - October 2012
Allainet (PVT) LTD January 2009 - April 2011
Online Net Shops February 2008 - January 2009
Skills
Software Quality..., Manual Testing, Test Automation, Testing, SEO, Test Management, Test Planning, Penetration Testing, User Acceptance Testing, Task Assignment, Team Management, Agile Methodologies, Java, Databases, .NET, Web Services, Test Cases, Quality Assurance, JIRA, PHP, Web Applications, Selenium, XML, Bug Tracking, LoadRunner, Regression Testing, SDLC, QTP, Quality Center, Software Development, Defect Tracking, JMeter, Bugzilla, SoapUI, Integration, Black Box Testing, Performance Testing, HP Quality Center
Education
Foundation University (PK) 2004 — 2008
BS, Computer Science
Punjab College of Commerce Rawalpindi 2002 — 2004
Intermediate F.Sc, Pre-Engineering; Physics; Chemistry, Mathematics
PAF College Rawalpindi 1996 — 2002
Matriculation, science; Physics; Chemistry, Biology, Mathematics
Fidelity Charitable February 2010 - Present
Education
Hampden-Sydney College
Hampden-Sydney College
DFWChild Magazines January 2015 - Present
Fidelity Charitable July 2012 - October 2014
Stems of Dallas June 2011 - August 2011
Sky Ranch May 2011 - July 2011
Skills
Nonprofits, Microsoft Office, Event Planning, PowerPoint, Social Media, Fundraising, Microsoft Excel, Customer Service, Leadership, Microsoft Word, Non-profits
Education
Texas A&M University 2008 — 2012
University Studies- Leadership Studies, Organizational Leadership
Cambridge Associates May 2014 - Present
Fidelity Investments January 2014 - May 2014
Fidelity Charitable October 2012 - January 2014
Johnson and Borenstein, LLC February 2012 - May 2012
The Law Offices of Melissa Cordon, P.A. August 2011 - November 2011
Greater Boston Legal Services March 2011 - August 2011
Middlesex Probate and Family Court August 2010 - November 2010
Skills
Legal Writing, Nonprofits, Due Diligence, Fundraising, Public Speaking, Community Outreach, Policy Analysis, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Contract Negotiation, PowerPoint, Negotiation, Social Media, Litigation, Event Planning, Employment Law, Intellectual Property, Civil Litigation, Leadership, Customer Service
Education
Northeastern University School of Law 2009 — 2012
Fidelity Charitable August 2014 - Present
Foot Locker May 2012 - February 2014
Foot Locker November 2010 - February 2014
Skills
Customer Service, Communication, Microsoft Office, Leadership, Management, Critical Thinking, Resiliency, Discipline, Innovativeness, Persistence, Microsoft Word, PowerPoint, Sales
Education
The University of Texas at Arlington 2009 — 2014
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
University of Dubuque 2009 — 2010
Simpson Thacher & Bartlett LLP January 2014 - Present
New York University Women and Peacebuilding January 2013 - March 2013
Joint Research Partnership New York University January 2013 - January 2013
International Conference on the Great Lakes Region May 2012 - June 2012
John Hancock Abandoned Property Review Project February 2011 - August 2011
Fidelity Charitable September 2010 - January 2011
Commission on the Prevention of WMD Proliferation and Terrorism April 2009 - October 2009
Office of United States Representative Stephen Lynch July 2008 - April 2009
Office of State of Massachusetts Representative Elizabeth Malia January 2008 - May 2008
Education
New York University 2011 — 2013
Master of Science (M.S.), Global Affairs, Peacebuilding, Conflict Assessment
Simmons College 2004 — 2008
Bachelor of Arts (B.A.), International Relations, Political Science, and Economics
Fidelity Charitable July 2015 - Present
NCSU Bookstore August 2013 - July 2015
Especially for You May 2012 - December 2014
Pretty In Pink Foundation January 2014 - August 2014
NCSU Calling Center September 2011 - April 2012
Skills
Social Media, Sales, Teamwork, Customer Service, Public Speaking, Communication Skills, Microsoft Office, Constant Contact
Education
North Carolina State University 2011 — 2015
Bachelor of Science (B.S.), Public Relations, 3.6/4.0
Northern Trust Securities November 2013 - Present
Northern Trust October 2011 - October 2013
Bernstein Global Wealth Management May 2008 - October 2011
Fidelity Charitable November 2007 - April 2008
Fidelity Investments 2004 - 2005
Skills
Investments, Series 7, Wealth Management, Series 63, Alternative Investments, Mutual Funds, Equities, Investment Strategies, Securities, Fixed Income, Portfolio Management, Investment Management, Wealth Management..., Series 24
Education
Miami University 1999 — 2002
Bachelor of Arts (B.A.), International/Global Studies
Naperville North High School 1995 — 1999
Fidelity Charitable September 2014 - Present
John L. Warfield Center for African and African American Studies at UT Austin August 2012 - Present
East Avenue Project January 2014 - May 2014
The University of Texas at Austin August 2012 - December 2013
The Cohen New Works Festival November 2012 - March 2013
Texas Musical Theater Workshop at University of Texas of Austin June 2012 - August 2012
The University of Texas at Austin July 2011 - August 2012
Skills
Editing, Fundraising, Facebook, Social Media, Event Planning, Research, Customer Service, Microsoft Word, Microsoft Office, Public Speaking, PowerPoint, Community Outreach, Social Networking, Writing, Microsoft Excel
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Arts (B.A.), Theatre and Dance
The University of Texas at Austin 2010 — 2014
Bachelor of Arts, African and African Diaspora Studies
Transwestern May 2015 - Present
Chubbies Shorts December 2013 - Present
Fidelity Charitable May 2014 - August 2014
Greek Ladders February 2014 - August 2014
Sigma Alpha Epsilon Fraternity April 2013 - April 2014
DMB Sports Group, Inc. January 2012 - August 2013
Skills
Marketing, Finance, Leadership, Integrity, Sales, Oral & Written..., Management, CRM, Commercial Real Estate, Salesforce.com, Commercial Real Estate..., Communication, Team Leadership
Education
University of Arizona, Eller College of Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Sophomore
Chaparral High School 2008 — 2012
Bloomberg LP February 2015 - Present
Fidelity Investments May 2014 - January 2015
Fidelity Charitable December 2013 - April 2014
Orient Overseas Container Lines June 2013 - August 2013
Tôn Đông Á June 2012 - August 2012
New Seabury Properties, LLC / Bayswater Brokerage MA, LLC May 2008 - August 2011
Patrick Properties LLC, Fish Restaurant October 2010 - April 2011
Skills
Leadership, Public Speaking, Microsoft Excel, Fundraising, Customer Service, Social Networking, Entrepreneurship, Bloomberg, Sales, Management, Budgets, Economics, Event Planning, Finance, Financial Analysis, Market Research, Political Economy, Event Management, Financial Modeling, Global Trends, International Market..., Photoshop, Bloomberg Terminal
Education
College of Charleston 2009 — 2013
Bachelor of Science (B.S.), Economics, Finance
Falmouth High School 2005 — 2009
RIFF: Rhythm In Fusion Festival March 2014 - Present
Rhythmic Souls Tap Company January 2014 - Present
The Drawbacks Youth Tap Ensemble November 2013 - March 2014
Fidelity Charitable September 2012 - November 2013
Sustainable San Marcos May 2012 - September 2012
Texas State University August 2010 - December 2010
Texas State University January 2010 - July 2010
Skills
Non-profits, Community Outreach, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Public Relations, Microsoft Word, Research, Desktop Publishing, Nonprofits, Blogging
Education
Texas State University-San Marcos 2009 — 2012
Bachelor of Arts (B.A.), Anthropology
U.S. Trust March 2015 - Present
Fidelity Charitable November 2013 - June 2014
Fidelity Charitable 2007 - 2014
Fidelity Charitable 2005 - 2007
Skills
Financial Services, Relationship Management, Mutual Funds, Securities, Investments, Series 7, Wealth Management, Financial Analysis, Series 63, Fundraising
Education
Bryant University 1992 — 1996
Bachelor of Science (B.S.), Business Administration, Concentration in Written Communications, Minor in Sociology
Fidelity Charitable June 2015 - Present
Fuqua School of Business June 2014 - Present
DonorsChoose.org June 2010 - June 2014
Wildlife Conservation Society May 2009 - June 2010
Washington National Opera May 2008 - August 2008
Durham Arts Council June 2007 - August 2007
Education
Duke University - The Fuqua School of Business
University of North Carolina at Chapel Hill 2005 — 2009
BA, Art History
North Mecklenburg High School
JetBlue Airways June 2015 - Present
JetBlue Airways June 2013 - May 2015
Fidelity Charitable June 2011 - June 2013
Fidelity Charitable May 2010 - January 2012
The Innovation Resource April 2008 - August 2008
UC Santa Barbara, Department of Sociology January 2008 - March 2008
Skills
Social Media, Investments, Customer Service, Microsoft Excel, Public Speaking, Financial Services, Microsoft Office, PowerPoint, Microsoft Word, Process Improvement, Facebook, Outlook, CRM, Strategy, User Experience Design, Graphic Design, Training
Education
School of Visual Arts 2014 — 2015
Universität Potsdam 2009 — 2009
German Language and Culture Program
University of California, Santa Barbara 2006 — 2009
Bachelor of Arts (B.A.), Business Economics
Fidelity Charitable January 2014 - Present
Skills
Social Media, Social Media Marketing, Leadership, Market Research, Social Networking, Management, Marketing Strategy, Marketing Communications, Business Strategy, Marketing, Non-profits, Nonprofits, Digital Marketing, Digital Strategy, Project Management, Sales
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA, Managing Technology Intensive Enterprises, Summa Cum Laude
New York University 2002 — 2006
BFA, Theater
Middlesex School 1998 — 2002
Fidelity Charitable October 2012 - Present
Concussion Advertising Agency August 2011 - December 2011
Anthropologie May 2011 - August 2011
Tulsa People Magazine May 2011 - August 2011
Enduro Pipeline Services May 2010 - August 2010
Primerica Financial Services2009- 2010 2009 - 2010
Skills
Strategic Communications, Organizational Structure, Technical Training, Sales, Microsoft Excel, Facebook, Social Networking, Social Media, Social Media Marketing, Public Relations, Press Releases, Event Planning, Marketing Communications, Advertising, Blogging, InDesign, Content Development, Adobe Creative Suite
Education
Texas Christian University 2009 — 2012
BS, Advertising and Public Relations
Fidelity Charitable June 2015 - Present
Fidelity Charitable June 2014 - June 2015
Headwaters MB March 2015 - March 2015
Fidelity Charitable August 2013 - June 2014
Karya Capital Management LP July 2012 - August 2012
Linda for Senate 2012 June 2012 - August 2012
College of Charleston Hockey January 2011 - March 2012
Commonwealth Bank of Australia June 2011 - August 2011
Atlantic Management Group 2008 - August 2010
Skills
Fixed Income, Trading, Derivatives, Retail, Options, Payroll, Portfolio Management, Alternative Investments, Securities, Due Diligence, Asset Allocation, Investment Strategies, Financial Services, Equity Research, Wealth Management, Investment Management, Mergers & Acquisitions, Investment Banking, Social Media, Microsoft Excel, Customer Service, PowerPoint, Public Speaking, Sales, Finance, Leadership, Management, Microsoft Office, Microsoft Word, Social Networking, Social Media Marketing
Education
College of Charleston 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Manhattanville College 2007 — 2008
Boston College High School 2003 — 2007
HS Diploma
Fidelity Investments August 2014 - Present
Fidelity Charitable February 2011 - August 2014
Fidelity Investments January 2007 - February 2011
Fidelity Investments January 2005 - December 2006
Fidelity Investments September 2003 - December 2004
Fidelity Investments January 1999 - September 2003
Fidelity Investments June 1993 - January 1999
Skills
Series 7, Series 66
Education
Seattle University 1997 — 1999
Master's degree, Finance, General
Brigham Young University 1989 — 1993
Bachelor of Arts (BA), Economics
PwC June 2015 - August 2015
Fidelity Charitable September 2009 - June 2014
Skills
Data Analysis, Analytics, Analysis, Fundraising, Competitive Analysis, Microsoft Excel, Business Strategy, Research, Segmentation, Statistics, Teaching, Microsoft Office, Nonprofits, Marketing Strategy
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Accounting and Finance
Rice University 2005 — 2009
B.S., Bioengineering, Biomechanics and Biomaterials
Veritude: A Fidelity Investments Company May 2014 - Present
Fidelity Charitable December 2012 - June 2014
William Tell Designs August 1996 - December 2013
HR Access: A Fidelity Investments Company April 2011 - June 2012
Tetra Design 1994 - 1998
Bank of Boston 1992 - 1993
Houghton Mifflin 1991 - 1992
Skills
User Experience, Visual Communication, Graphic Design, Interaction Design, Art Direction, Corporate Communications, User Interface Design, Adobe Creative Suite, Corporate Branding, Logo Design, Brochures, Creative Direction, Dreamweaver, Graphics, Advertising, Photoshop, InDesign, Marketing Communications, Illustration, Information Architecture, User-centered Design, Corporate Events, Publishing, Offset Printing, Illustrator, Digital Video, Audio Post Production, Layout, Direct Mail, Corporate Identity, Brand Development, Information Design, Web Design, Collateral, Art, Adobe Acrobat
Education
Bentley University 2013 — 2016
Masters in Human Factors and Information Design
Colby College
Bachelor's degree, Art
Wellington Management July 2015 - Present
Northeastern University September 2014 - Present
Wellington Management June 2014 - June 2015
Fidelity Charitable November 2010 - July 2013
University of Vermont January 2009 - June 2010
Gentle Giant Moving Co. 2007 - 2010
Education
Northeastern University 2013 — 2015
Master of Business Administration (MBA)
University of Vermont 2006 — 2010
Bachelor's degree
University of Sussex 2009 — 2009
Fidelity Charitable June 2012 - Present
Fidelity Charitable January 2014 - January 2015
Fidelity Charitable June 2012 - January 2014
Veritude June 2012 - April 2013
University of Hartford August 2010 - May 2012
University of Hartford May 2009 - May 2012
Fellowship of Christian Athletes May 2011 - April 2012
Skills
Social Media, Microsoft Word, Event Planning, PowerPoint, Microsoft Office, Customer Service, Training, Microsoft Excel, Public Relations, Facebook, Social Networking, Fundraising, Nonprofits, Time Management, Email Marketing, Marketing, Public Speaking, Blogging, Outlook, Event Management
Education
University of Hartford 2008 — 2012
B.A. in communication, Communication- Public Relations and Advertising
Fluent Technologies November 2014 - Present
Fidelity Charitable September 2010 - June 2014
AMC Theatres 2010 - 2010
Curbside Hospitality 2009 - 2009
Sovereign Bank 2008 - 2009
GameStop 2007 - 2008
Newbury Comics 1997 - 2007
Skills
Customer Service, Leadership, Salesforce.com, Microsoft Office, Microsoft Excel, Nonprofits
Education
Salem State College 2002 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
The TJX Companies, Inc. June 2015 - Present
TJX July 2011 - Present
Fidelity Investments November 2008 - March 2010
Fidelity Business Services India Pvt. Ltd. October 2006 - October 2008
Fidelity Investments June 2005 - August 2006
COLT Telecommunications September 2002 - May 2005
Fidelity Charitable August 2000 - August 2002
Fidelity Investments September 1999 - July 2000
Fidelity Investments March 1999 - September 1999
Fidelity Investments July 1997 - February 1999
Skills
Offshoring, Outsourcing, Program Management, Shared Services, Business Process..., Business Operations, Enterprise Software, Software Development, SDLC, IT Strategy, PMO, Process Improvement, IT Management, Information Technology, Financial Services, Matrix Leadership, Software Project..., Data Center, Governance, Infrastructure, Disaster Recovery, Executive Management
Education
Oklahoma State University
B.S., Accounting
Fidelity Charitable June 2014 - Present
Skills
Fundraising, Nonprofits, Grants, Charities, Philanthropy, Salesforce, Sales, Annual Giving, Charity
Education
University of Massachusetts, Amherst
Bachelor of Fine Arts (BFA), English Literature
Fidelity Investments July 2013 - Present
Fidelity Charitable September 2009 - July 2013
Fidelity Investments January 2007 - August 2009
Fidelity Investments August 1989 - December 2006
Skills
Leading Sales, Strategic Planning, Business Relationship..., Fundraising, Organizational Change, Organizational..., Venture Philanthropy, Nonprofits, Leadership
Education
Marquette University 1986 — 1989
BS Business, Economics and Finance
Bishop Fenwich High School 1982 — 1985
Fidelity Charitable May 2014 - Present
Railinc January 2013 - May 2014
Self employed October 2012 - January 2013
GlaxoSmithKline September 2010 - October 2012
GlaxoSmithKline March 2009 - September 2010
GlaxoSmithKline August 2008 - March 2009
GlaxoSmithKline October 2006 - August 2008
GlaxoSmithKline 1992 - 2006
GTE Government Systems 1989 - July 1992
Skills
User-centered Design, User Interface Design, Usability, Agile Methodologies, Pharmaceutical Industry, Requirements Gathering, Web Applications, SDLC, Business Analysis, Business Process..., Software Development, Business Requirements, Quality Assurance, Testing, Oracle, Requirements Analysis, Management, User Acceptance Testing, Software Documentation
Education
Randolph-Macon College
B.S., Computer Science
Robert E Lee High School
Fidelity Charitable May 2014 - Present
Principal Financial Group November 2011 - Present
Fidelity Investments September 2005 - November 2007
Fidelity Investments December 2006 - May 2007
Mellon HR Solutions April 2000 - May 2005
Skills
Process Improvement, Outsourcing, CRM, Training, Software Documentation, Management, Call Centers, Employee Benefits, Six Sigma, Customer Satisfaction, Defined Benefit, Microsoft Excel, Troubleshooting, Business Analysis, Vendor Management, Business Process..., Project Management
Education
Appalachian State University 1995 — 1999
N/A, Public Relations, Political Science, Computer Science
Homesite Insurance January 2015 - Present
Homesite Insurance February 2014 - Present
Swansea & Dighton-Rehoboth Public School Systems January 2013 - February 2014
Fidelity Charitable September 2011 - January 2013
Fidelity Investments September 2009 - August 2011
Fidelity Investments September 2007 - July 2010
Citizens Bank July 2005 - September 2007
Skills
Testing, Test Planning, SQL, Quality Center, Quality Assurance, Agile Methodologies, Defect Tracking, Data Mining, Data Management, Metrics Reporting, Identifying Issues, Rally, Training, Cross-functional..., Process Improvement, HP Quality Center, Customer Service, SDLC
Education
Bridgewater State University 2004 — 2007
Bachelor of Science, Psychology
University of Rhode Island 2002 — 2003
Dana-Farber Cancer Institute April 2013 - Present
Fidelity Charitable August 2011 - March 2013
Skills
Social Media, Event Planning, Microsoft Excel, PowerPoint, Microsoft Office, Event Management, Facebook, Social Networking, Advertising, Research, Digital Marketing, Social Media Marketing, Marketing Communications, Fundraising, Marketing, Public Speaking, Project Management, Nutrition Education, Nutritional Counseling, Group Exercise...
Education
Simmons College Graduate Studies 2014 — 2017
Didactic Program in Dietetics Certificate, Masters in Nutrition and Health Promotion, Nutrition Sciences
Providence College 2005 — 2010
Master of Business Administration (M.B.A.), Non-Profit/Public/Organizational Management
Providence College 2005 — 2010
Bachelor of Science (B.S.), Marketing
Essex Heritage July 2015 - Present
Essex National Heritage Commission July 2014 - July 2015
Fidelity Charitable March 2014 - June 2014
Fidelity Charitable March 2010 - March 2014
Underdog ResQ August 2007 - June 2013
Fidelity Charitable April 2009 - March 2010
Fidelity Charitable August 2007 - April 2009
Marblehead Children's Center May 2006 - August 2007
Skills
Fundraising, Nonprofits, Editing, Team Leadership, Non-profits, Management, Training, Customer Service, Team Management, Program Development, Grant Writing, Project Management, Team Building, Coaching, Writing, Philanthropy, Leadership, Risk Management, Grants, Community Outreach, Volunteer Management, Event Planning, Program Management, Public Speaking, Social Media
Education
Northeastern University 2010 — 2015
Master of Public Administration, Non-Profit Management and Public Policy
Humane Society University 2009 — 2009
Certificate, Animal Abuse, Domestic Violence Connection
Salem State College 2006 — 2006
Certificate, Grant Writing
Salem State College 2001 — 2006
Bachelor of Science Degree, Education and Psychology
Fidelity Charitable September 2015 - Present
Bronto Software October 2014 - September 2015
DOCS February 2013 - October 2014
Cross Country Healthcare (ClinForce, Assent, AKOS) February 2012 - February 2013
Cross Country Healthcare (ClinForce, Assent, AKOS) January 2009 - February 2012
Cross Country Healthcare June 2006 - December 2008
Cross Country Healthcare June 2005 - June 2006
Skills
Contract Negotiation, Financial Analysis, Strategic Planning, Cross-functional Team..., Mergers, Leadership, Business Strategy, contract management, Proposal Writing, Mergers & Acquisitions, Analysis, Program Management
Education
University of Michigan 2001 — 2005
B.A., Economics
University of Florida - Warrington College Of Business 2006 — 2008
MBA, Business Administration and Management, General
Fidelity Charitable June 2014 - Present
Fidelity Investments March 2010 - July 2014
HP July 2007 - March 2010
Genpact 2005 - 2007
Skills
Web Analytics, WebTrends, SAS, Omniture, Crystal Xcelsius, VBA, PowerPoint, Excel, CHAID, Analytics, Segmentation, Statistics, Cluster Analysis, Logistic Regression, Decision Trees, SAS Base, Digital Marketing, Digital Strategy, Analysis, Business Analytics, Statistical Modeling, Online Marketing, Google Analytics, CRM, Data Analysis, Microsoft Excel, Data Mining, SEO
Education
Presidency College 2002 — 2004
M.Sc, Economics
St. Xavier's College 1999 — 2002
B.Sc, Economics
Fidelity Charitable February 2014 - Present
Fidelity Charitable March 2013 - February 2014
Fidelity Charitable June 2011 - March 2013
Skills
Capital IQ, Advent, Bloomberg, Relationship Management, Salesforce.com, Nonprofits, Mutual Funds, Program Management, Grants, Fundraising, Philanthropy, Financial Advisory, Charities, Wealth Management, Alternative Investments, Microsoft Excel, Financial Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
BBA, Finance (Cum Laude)
The University of Queensland 2010 — 2010
Weston High School 2003 — 2007
Children's Healthcare of Atlanta January 2015 - Present
HighVista Strategies February 2014 - January 2015
Fidelity Investments June 2011 - April 2013
Fidelity Investments September 2008 - June 2011
Fidelity Charitable October 2007 - July 2008
Seton Home August 2006 - August 2007
Education
College of the Holy Cross 2002 — 2006
Bachelor of Arts (BA), English
Cambridge Associates July 2015 - Present
Cambridge Associates April 2014 - June 2015
Fidelity Charitable September 2011 - January 2014
Charney Real Estate May 2010 - April 2011
Babson College May 2008 - May 2010
Skills
Microsoft Excel, Microsoft Office, Management, Marketing
Education
Babson College 2007 — 2011
Bachelor Of Science, Business Management; Global Business Management
Hong Kong Baptist University 2010 — 2010
Study Abroad
Fidelity Charitable September 2012 - Present
Lance Armstrong Foundation January 2012 - August 2012
BlueG Marketing November 2011 - August 2012
Skills
Writing, Excel, Microsoft Office, PowerPoint, Social Media, Twitter, Public Relations, Social Networking, Charitable Gift Planning, Event Planning, Public Speaking, Fundraising, Microsoft Excel, Facebook, Microsoft Word, Blogging, Social Media Marketing, Time Management, Marketing Communications, Nonprofits, Leadership
Education
University of Arizona 2007 — 2011
Bachelor of Science, Accounting
Fidelity Charitable September 2014 - Present
Railinc September 2010 - September 2014
GlaxoSmithKline October 2007 - September 2010
BCBSNC 2005 - 2007
LabCorp 2003 - 2005
AT&T October 1999 - April 2004
Questcon Technolgies, Inc. 1999 - 2000
Skills
Toad, JIRA, Agile Methodologies, Oracle, SQL, XML, Teradata, Business Objects, Software Quality..., Windows, Quality Assurance, Quality Center, Unix, System Testing, Web Services, QTP, Software Development, Web Applications, SDLC, Automated Software..., Regression Testing, Data Warehousing, Databases, Java, JavaScript, Test Planning, Integration, Test Management, Requirements Gathering, Software Documentation, User Acceptance Testing, Eclipse, HP QTP, Visual Basic
Education
High Point University 1997 — 2000
BS, Computer Information Systems
U.S.Army Military Police School 1987 — 1988
Law Enforcement
Ben L. Smith High School
Beachbody November 2014 - Present
Fidelity Charitable June 2011 - June 2014
Fidelity Investments July 2007 - June 2011
Fidelity Investments January 2004 - July 2007
Skills
Customer Service, Financial Services, Requirements Analysis, Process Improvement, Business Analysis, Nonprofits, Mutual Funds, Vendor Management, Leadership, Program Management, Securities, Project Management, Agile Methodologies, Strategic Planning, Team Building, Risk Management, Investments, Requirements Gathering, Training, Relationship Management
Education
Fitchburg State College 1992 — 1995
BA, English Literature
Citizens Bank September 2013 - Present
Fidelity Charitable February 2012 - July 2013
Fidelity Investments July 2010 - February 2012
Fidelity Investments October 2008 - July 2010
Fidelity Investments July 2007 - October 2008
Fidelity Investments July 2002 - July 2007
Fidelity Investments February 2001 - July 2002
MMG Worldwide April 1997 - December 2000
MMG Worldwide March 1996 - April 1997
Skills
Corporate Social..., Community Investment, Philanthropy, Corporate Fundraising, Marketing Communications, Event Marketing, Corporate Sponsorships, Trade Show Management, Community Development, Internal Communications, Corporate Communications, Event Planning, Fundraising, Sponsorship, Non-profits, Volunteer Management, Nonprofits, Event Management, Employee Engagement, Community Outreach, Program Development, Leadership, Media Relations, Management, Strategy, Newsletters
Education
Drury University 1992 — 1996
Bachelor of Arts, Communication and Sociology
State Street Global Advisors January 2014 - Present
Fidelity Charitable January 2012 - January 2014
Jensen Investment Management July 2010 - January 2012
Merrill Lynch 2007 - March 2010
Experience.com 2006 - 2007
Hamilton College 2002 - 2006
Skills
Solution Selling, Networking, Series 7, Leadership, Investments, Asset Managment, Mutual Funds, Time Management, Equities, Portfolio Management, Finance, Financial Services, Sales, Asset Allocation, Analysis
Education
Hamilton College 2002 — 2006
BA of Liberal Arts, Cultural Anthropology
Fidelity Investments March 2015 - Present
Fidelity Charitable March 2012 - March 2015
GW & Wade, LLC April 2007 - March 2012
Fidelity Investments July 2000 - April 2007
Skills
Administrative..., Microsoft Office, Event Planning, Asset Management, Adobe Acrobat, SharePoint, Legal Compliance, Sales Operations
Education
Northeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fidelity Charitable September 2015 - Present
Carolina Hurricanes October 2013 - September 2015
MedThink Communications September 2012 - October 2013
MedThink Communications September 2011 - September 2012
Twinspires.com November 2009 - September 2011
Churchill Downs Inc May 2004 - October 2009
ESI International 1998 - 2004
Skills
Database Marketing, Direct Marketing, Email Marketing, Marketing Management, Marketing, SEO, Digital Marketing, Online Advertising, Direct Mail, Management, Market Planning, Project Management, Relationship Marketing, Sponsorship, Online Marketing, Marketing Communications, CRM
Education
Meredith College 2010 — 2012
MBA
James Madison University 1990 — 1994
Marketing, BBA in Marketing
Fidelity Charitable August 2012 - January 2014
Academic Talent Search, California State University-Sacramento June 2010 - March 2012
REI August 2005 - December 2010
Skills
Philanthropy, Fundraising, Program Management, Charities, Event Planning, Financial Services
Education
California State University-Sacramento
Bachelor of Ethnic Studies
Collin County Community College
Certificate in Grantwriting & Non-profit Management
Dr. Ralph H. Poteet High School
The American College
Chartered Advisor in Philanthropy® (CAP®)
Fidelity Charitable August 2015 - Present
NC State University Poole College of Management January 2015 - May 2015
North Carolina State University August 2011 - May 2015
Lifespan June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Photoshop, Photography, Mathematics, Statistics, HTML, Microsoft Word, Teamwork
Education
North Carolina State University 2011 — 2015
Bachelor’s Degree, Business Administration, Concentration in Supply Chain and Operations, 3.15 / 4.0
Providence Country Day School 2007 — 2011
General Highschool Education, General Studies
Fidelity Investments July 2015 - Present
Fidelity Investments January 2014 - June 2015
Fidelity Charitable May 2013 - December 2013
MedPlast Inc. April 2012 - June 2012
Iraq and Afghanistan Veterans of America June 2011 - August 2011
United States Air Force August 2005 - August 2009
Skills
Salesforce.com, Leadership, Analysis, Public Speaking, Project Management, Strategic Planning, Entrepreneurship, Strategic Thinking, Program Management, Communication Skills, Team Building, Process Improvement, Strategy, Creative Problem Solving
Education
Thunderbird School of Global Management 2011 — 2013
Master of Science, Global Management
Embry-Riddle Aeronautical University 2007 — 2011
Bachelor of Science, Aeronautics
Community College of the Air Force 2005 — 2007
AAS, Aircraft Armament Systems Technology
Fidelity Charitable July 2015 - Present
Bulldog Finance Group September 2014 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Social Media, Teamwork, Leadership, Customer Service, Time Management, Research
Education
Texas A&M University-Commerce 2012 — 2015
Bachelor's degree, Political Science and Government
Fidelity Charitable August 2015 - Present
Fidelity Charitable June 2015 - August 2015
The Research Triangle Foundation February 2015 - May 2015
North Carolina State University August 2014 - January 2015
Trump National Golf Club Charlotte, Mooresville NC May 2012 - August 2012
Skills
Advent Portfolio..., Equity Research, Salesforce.com, Microsoft Excel, Data Analysis, Microsoft Office, Leadership, PowerPoint, Microsoft Word, Critical Thinking, Time Management, Public Speaking, Teamwork, Research, Team Leadership, Customer Service, Event Planning, Social Media, Facebook
Education
North Carolina State University 2012 — 2015
Bachelor’s Degree, B.S. Business Administration, Finance Major Minors in Accounting & Economics
EUSA Centro Universitario, Seville, Spain 2014 — 2014
Business, Management, Marketing, (NCSU Study Abroad Program)
Lake Norman High School - Mooresville, NC 2009 — 2012
Fidelity Charitable July 2014 - Present
JPMorgan Chase March 2012 - July 2014
Olive Garden February 2011 - March 2012
Skills
Customer Service, Banking, Finance, Financial Services, Payments, CRM, Branch Banking, Deposits, Risk Management, Relationship Management, Credit, Food, Investments, Cash Management, Credit Cards, Mutual Funds, Securities, Investment Banking, Training, Retail Banking, Cross Selling, AML, Salesforce.com
Education
The University of Texas at Arlington 2013 — 2015
Master of Business Administration (M.B.A.), M.B.A and M.S. in Economics
The University of Texas at Arlington 2012 — 2013
Bachelor of Science (B.S.), Economics
Tarrant County College 2011 — 2012
Associate of Arts (A.A.), General Studies
University of Maine at Farmington
Bachelor's Degree, Elementary Education and Teaching
Mansfield High School 2006 — 2010
High School
Accenture-Duke Analytics Research Program September 2015 - Present
Duke Research September 2015 - Present
Fidelity Charitable May 2015 - July 2015
The White House June 2014 - August 2014
Duke University Economics Department April 2014 - June 2014
The Asia Group February 2014 - May 2014
Duke Economics Student Union October 2013 - May 2014
Chick-fil-A Restaurants February 2009 - June 2012
Education
Duke University 2012 — 2016
Boğaziçi University 2014 — 2014
University of Oxford 2013 — 2013
Summer Session II
Melbourne Senior High School 2008 — 2012
International Baccalaureate Diploma Recipient
Fidelity Charitable July 2012 - Present
The Neiman Marcus Group, Inc. March 2009 - Present
Skills
Research, Fundraising
Education
Texas A&M University 2004 — 2008
Bachelor of Science, Sociology
Bruno, Gerbino, Soriano, LLP August 2015 - Present
Boston Taxi Drivers Association October 2014 - August 2015
Suffolk University Law School September 2014 - August 2015
Suffolk Juvenile Defenders Clinic September 2013 - May 2014
Committee for Public Counsel Services-Youth Advocacy Division May 2013 - September 2013
Middlesex District Attorney's Office, Juvenile Unit in Lowell September 2012 - January 2013
Suffolk Probate and Family Court June 2012 - September 2012
J. Robert Scott Executive Search June 2011 - September 2011
Geode Capital Management April 2011 - June 2011
Fidelity Charitable July 2010 - January 2011
Skills
Litigation, Legal Research, Microsoft Office, Commercial Litigation, Legal Writing, Microsoft Excel, Civil Litigation, Microsoft Word, PowerPoint, Legal Assistance, Negotiation, Research, Customer Service, Contract Negotiation, Legal Advice, Courts, Westlaw, Motions, Trials, Criminal Law, Lexis, Pleadings, Family Law
Education
Suffolk University Law School 2011 — 2014
Doctor of Law (J.D.)
Northeastern University 2004 — 2009
Bachelor of Science (B.S.), Criminal Justice, 3.5
Wellness Workdays June 2015 - Present
Kobren Insight Management June 2008 - July 2010
Fidelity Charitable June 2007 - June 2008
Fidelity Investments June 2006 - June 2007
TD Bank July 2004 - August 2005
Merrimack College June 2002 - December 2003
Skills
Nutrition, Nutritional Counseling, Nutrition Education, Medical Nutrition..., Weight Management, Fitness
Education
Simmons College 2012 — 2015
Certificate in the Didactic Program in Dietetics (DPD), Nurtrition and Health Promotion
Simmons College Graduate Studies 2012 — 2015
Master's Degree, Nutrition and Health Promotion
Merrimack College 2002 — 2006
Bachelor's Degree, Business Administration and Management, General
Fidelity Charitable August 2013 - Present
Nike June 2012 - August 2012
Peter D. Hart Research Associates August 2007 - July 2011
Peter D. Hart Research Associates January 2005 - August 2007
Teach For America August 2003 - June 2004
Skills
Market Research, Data Analysis, Research, Project Management, Non-profits, Public Speaking, Qualitative Research, Microsoft Excel, Social Entrepreneurship, Nonprofits, Mobile Payments, Business Strategy, Marketing Strategy, Fundraising, Competitive Analysis
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA), Marketing Strategy and Social Entrepreneurship
The George Washington University 1999 — 2003
B.A., History, Creative Writing
Fidelity Charitable March 2015 - Present
Credit Suisse May 1999 - May 2014
Montgomery Securities 1996 - 1999
Thelen, Marin, Johnson & Bridges, LLC. September 1993 - August 1995
Skills
Venture Capital, Securities, Private Banking, Capital Markets, Management, Alternative Investments, Hedge Funds, Investment Banking, Investments, Portfolio Management, Private Equity, Equities
Education
Boston University School of Law 1988 — 1991
JD
University of Pennsylvania 1983 — 1987
Bachelor of Arts (B.A.)
Fidelity Charitable August 2015 - Present
Starbucks October 2014 - August 2015
Starbucks July 2014 - September 2014
Starbucks June 2012 - July 2014
CR Bard April 2010 - June 2012
Procter & Gamble July 2008 - April 2010
Procter & Gamble June 2006 - June 2008
Duke University, Fuqua School of Business August 2004 - May 2006
Procter & Gamble May 2005 - July 2005
Ingersoll-Rand Company 2000 - 2004
Skills
Competitive Analysis, Cross-functional Team..., Marketing Strategy, Product Development, Business Development, Product Management, Market Analysis, Product Launch, Market Planning, Strategy, Marketing Research, Segmentation, Business Strategy, Start-ups, Brand Management, Team Leadership, Advertising, Marketing, Digital Marketing, Retail Marketing, Retail Category..., Integrated Marketing, Leadership, Marketing Communications, Social Media Marketing, Customer Insight, P&L Management, Management, Forecasting
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA, Marketing, General Management
University of Wisconsin-Madison 1998 — 2000
MS, Electrical Engineering
University of Wisconsin-Madison 1993 — 1997
BS, Electrical Engineering
SHC
Fidelity Charitable August 2011 - Present
Fidelity Investments January 2007 - July 2011
Fidelity Investments February 2004 - April 2006
Education
Kansas State University
Bachelor of Science (B.S.), Music Education
Biogen Idec October 2014 - Present
Biogen Idec September 2013 - October 2014
Boston Scientific July 2011 - September 2013
Ernst & Young January 2010 - July 2011
Fidelity Investments April 2006 - May 2008
Fidelity Charitable November 2004 - April 2006
Skills
Auditing, General Ledger, Policy, Financial Risk, Internal Audit, Financial Analysis, Accounting, Financial Reporting, Sarbanes-Oxley Act, Process Improvement, Risk Management, Internal Controls, Microsoft Excel, Financial Accounting, Business Analysis
Education
Northeastern University 2008 — 2009
Master of Accounting/MBA
Lesley University 2000 — 2004
Bachelor of Science, Counseling/Psychology
Fidelity Charitable April 2013 - Present
Medical Sales Management January 2012 - December 2012
Texas RiverSharks Swim Team/Coppell ISD Swim Team/Grapevine Gators Swim Team October 2010 - October 2011
Zweiacker & Associates June 2009 - March 2010
Skills
Human Resources, Microsoft Office, Outlook, Employee Relations, HR Metrics, HR Policies, New Hire Paperwork, Event Planning, Benefits Administration, Internal Audit, E-Verify, Attention To Detail, ADP Payroll, Terminations, Self-driven, Marketing, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Customer Service, Leadership, Time Management, Public Speaking, OIG, Licensing, Bulk Mailing, Employee Referral..., Organization, Self Driven, Photoshop, InDesign, Mac OS X, Salesforce.com, Sametime, Training
Education
Texas A&M University 2006 — 2009
Bachelor of Science, Sociology
Fidelity Charitable April 2014 - Present
DUMAC, Inc. December 2010 - April 2014
Smith Breeden Associates 2006 - 2010
Delaware Investments, a member of the Macquarie Group August 2004 - April 2006
Skills
Financial Analysis, Financial Modeling, Business Analysis, Bloomberg, Fixed Income, Investments, Asset Management, Portfolio Management, Hedge Funds, Valuation, Alternative Investments, Corporate Finance, Risk Management, Financial Reporting, Capital Markets, Finance, Mutual Funds, Data Analysis, Process Improvement, Derivatives, Accounting, Microsoft Excel, Private Equity, Business Strategy, Due Diligence, Financial Markets, Equities, Bloomberg Terminal, Investment Management, Quantitative Analytics
Education
University of North Carolina at Chapel Hill 2011 — 2013
Master of Business Administration (MBA), Marketing
Coastal Carolina University 2000 — 2004
BS, Finance, General
Johnson & Johnson May 2015 - August 2015
Fidelity Charitable February 2013 - June 2014
Fidelity Charitable January 2011 - February 2013
Fidelity Charitable August 2008 - January 2011
Fidelity Charitable February 2008 - August 2008
Fidelity Charitable September 2006 - February 2008
Skills
Customer Service, Microsoft Office, Research, Public Speaking, Building Relationships, Process Improvement, Project Management, Business Analysis, Client Services, Leadership, Philanthropy
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)
Union College 2002 — 2006
BA, English Literature
Lawrence Academy at Groton
Santander Bank, N.A. April 2015 - Present
Topco Associates LLC February 2015 - April 2015
Topco Associates LLC April 2013 - January 2015
Aquanima - Santander Group April 2012 - April 2013
Fidelity Charitable July 2011 - April 2012
Hillside Stone Products January 2003 - July 2011
Elderhostel, Inc January 2011 - April 2011
Skills
Contract Negotiation, Market Research, Competitive Analysis, Ariba, Salesforce.com, Strategic Sourcing, Procurement, RFP, Pricing Analysis, Client Service, Customer Service, CRM, Leadership, Management, Strategy, Analysis, Microsoft Excel, Sourcing, Negotiation, Pricing, PowerPoint, Process Improvement, Forecasting, Supply Chain Management, Business Strategy, Microsoft Word, Time Management, Strategic Planning, Supply Chain, Operations Management, Project Management, Program Management, Purchasing, Retail, Inventory Management, Account Management, Research, Team Leadership
Education
Emmanuel College 2007 — 2011
Bachelor of Arts, Management and Economics
Fidelity Investments June 2014 - Present
Fidelity Charitable October 2010 - June 2014
Fidelity Investments 1995 - 2012
Fidelity Investments September 2006 - 2010
Skills
Series 7, Wealth Management, Investments, Strategic Financial..., Securities, Financial Services, Series 63, Tax, Relationship Management, Investment Management, Management, IRAs, Sales, Alternative Investments, Mutual Funds, Salesforce.com, Estate Planning, Capital Markets, Team Building, Life Insurance, Fixed Annuities, Risk Management, Financial Modeling, Hedge Funds, Financial Advisory, Financial Analysis, Retirement, Pensions, Investment Advisory, Fixed Income, Asset Allocation, Retirement Planning, Wealth, Portfolio Management, Sales Management, ETFs, Separately Managed..., Equities, Insurance, Wealth Management..., Series 65, FINRA, Series 6, Options, Asset Management, Investment Strategies, 401k, Bloomberg, Finance, Bonds
Education
Boston University 1986 — 1990
Business administration, Finance
Wellesley High School
Fidelity Charitable June 2014 - Present
Charles Schwab January 2012 - May 2014
Stonewood Holdings LLC. January 2008 - August 2011
United States Marine Corps August 2003 - August 2007
Skills
Management, Financial Analysis, Relationship Management, Sales, Finance, Leadership, Public Speaking, Solution Development, Establish & Maintain..., Training, Logistics, Solution Implementation, Variable Annuities, Tax Advisory, High Net Worth..., Charitable Gift Planning, Private Equity, Donor Advised Funds, C-Corp, 501c3, Investments, Fundraising, Customer Service, Nonprofits, Strategic Planning, Philanthropy
Education
University of Florida 2007 — 2011
Bachelor of Arts (BA), English and Business with a focus in Entrepreneurship
Bank of America Merrill Lynch April 2015 - Present
Fidelity Investments August 2014 - April 2015
Fidelity Charitable June 2013 - July 2014
Appy LLC June 2011 - August 2011
Wheaton College (MA) September 2010 - May 2011
Skills
Economics, Financial Services, Time Management, Microsoft Excel, Research, PowerPoint, Nonprofits, Microsoft Word, Fundraising, Finance
Education
Wheaton College (MA) 2009 — 2013
Bachelor's degree, Economics, 3.5 GPA
The University of Edinburgh
Economics
Fidelity Charitable February 2014 - Present
Fidelity Charitable March 2013 - February 2014
Fidelity Charitable October 2012 - March 2013
North Shore Teen Initiative July 2011 - July 2012
Children's Law Center of Massachusetts January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Public Speaking, Budgets, Strategic Planning, Planning & Execution of..., Donor Engagement, Calendar Management, Esthetic Design, InDesign, XTRAC, Salesforce.com, Calendaring, Fundraising
Education
Salem State College 2010 — 2012
Bachelor of Health and Human Services, Criminal Justice and Corrections
Roanoke College 2007 — 2010
Marblehead High School 2003 — 2007
Fidelity Charitable September 2014 - Present
Fidelity Investments January 2012 - September 2014
Fidelity Investments December 2010 - January 2012
Fidelity Investments February 2008 - December 2010
Fidelity Investments March 2007 - January 2008
Fidelity Investments May 2006 - August 2006
Fidelity Investments May 2005 - December 2005
Skills
JavaScript, Web Services, Pensions, Defined Benefit, Requirements Gathering, Social Media, Analytical Skills, Agile Project Management, Requirements Analysis, Agile Methodologies, Rules Engines, Business Rules, Front End Engineering..., Agile & Waterfall..., Facebook API, LinkedIn API, Jive, Bazaarvoice, Node.js, jQuery, Rational Team Concert, Technology Integration, Software Project..., Systems Analysis, Web Applications, REST, Application Architecture, Financial Services, ClearCase, AJAX, CSS, Web Development, UML, PMP, Architecture, SDLC, XML, SOA
Education
Northeastern University 2003 — 2006
MS, Information Systems
University of Maine at Presque Isle 2000 — 2003
BA, Business Management
Experian Data Quality February 2014 - Present
Fidelity Charitable July 2011 - February 2014
Fidelity Charitable Services February 2008 - July 2011
Fidelity Charitable Services June 2007 - February 2008
Fidelity Charitable Services January 2007 - June 2007
Fidelity Charitable Services March 2006 - January 2007
Veritude November 2005 - March 2006
Prime Mortgage Financial May 2005 - September 2005
Skills
Customer Experience..., Problem Solving, Business Strategy, Business Process..., Business Analysis, Organizational..., Employee Management, Voice of the Customer, Financial Services, Management, Operations Management, Client Services, Relationship Management, Project Planning, CRM
Education
Babson College 2001 — 2005
BS, Business Management
Fidelity Charitable August 2015 - Present
TDB Communications, Inc. November 2014 - May 2015
Law Enforcement agency August 2013 - July 2014
Andy Frain Services April 2013 - August 2013
Andy Frain Services June 2012 - April 2013
Menards February 2011 - June 2012
Kansas State University February 2009 - January 2012
Skills
Hands-on Training, Supervisory Skills, Supervising, Computer Software..., Retail Sales, Customer Satisfaction, Building Relationships, Building Materials, Flooring, flooring installation, Criminology, Investigation, Customer Service, Leadership, Public Speaking, Social Media, Microsoft Excel
Education
Johnson County Regional Police Academy 2013 — 2013
Law Enforcement, Criminal Justice/Police Science
Kansas State University 2008 — 2012
Bachelor of Science (B.S.), Sociology
Southlake Carroll Senior High 2004 — 2008
High School Diploma
McGladrey July 2015 - Present
Independent March 2010 - Present
The Colby Echo September 2014 - May 2015
Farnham Writers' Center September 2014 - May 2015
McGladrey June 2014 - August 2014
The Colby Echo February 2012 - April 2014
Farnham Writers' Center 2012 - April 2014
Fidelity Charitable May 2012 - February 2014
Nobles Day Camp August 2011 - August 2011
Skills
Fundraising, Social Media, Writing, Community Outreach, Editorial, Peer Tutoring, PowerPoint, Microsoft Excel, Microsoft Word, Interpersonal Skill, Academic Tutoring, Business Analysis, Data Analysis, Editing, Nonprofits, Research, Customer Service, Public Speaking, Analytics, Tutoring, InDesign, Analysis, Critical Thinking, Teamwork, Copy Editing, Financial Accounting
Education
Colby College 2011 — 2015
Bachelor’s Degree, English with Distinction
Université de Bourgogne 2011 — 2011
French Language and Literature
The Noble and Greenough School 2007 — 2011
Fidelity Investments May 2015 - Present
Fidelity Investments July 2013 - June 2015
Fidelity Charitable June 2012 - August 2012
Peace Corps June 2009 - July 2011
Skills
International..., Community Development, Youth Development, Intercultural..., Grant Writing, Spanish, Community Outreach, Policy Analysis, Program Evaluation, International Relations, Capacity Building, Nonprofits
Education
Duke University - Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA)
Fidelity Charitable February 2014 - Present
Acxiom April 2013 - February 2014
Acxiom April 1998 - April 2013
Alltel April 1995 - October 1998
Acxiom May 1994 - April 1995
Acxiom June 1992 - May 1994
Skills
Business Strategy, Database Marketing, Direct Marketing, Solution Selling, Account Management, Analytics, Multi-channel Marketing, Customer Service, Negotiation, CRM, Business Analysis, Email Marketing, Lead Generation, Project Management, Salesforce.com
Education
Ouachita Baptist University 1988 — 1992
eSecLending June 2014 - August 2015
Brown Brothers Harriman March 2014 - June 2014
Fidelity Charitable August 2013 - January 2014
Center for Advanced Financial Education January 2013 - May 2013
Gabelli School of Business January 2009 - May 2013
Law Office of Bonnie C. Mangan May 2011 - September 2011
Manchester Parks and Recreation Department June 2005 - August 2009
Skills
Research, Analysis, Financial Analysis, Management, Microsoft Word, Microsoft Excel, PowerPoint, Teaching, Microsoft Office, Portfolio Performance..., Technical Analysis, Fundamental Analysis, Behavioral Analysis, Public Speaking
Education
Roger Williams University 2009 — 2013
Bachelor of Science, International Business, Finance, Italian
Manchester High School 2005 — 2009
Grenoble Graduate School of Business, GEM 2015 — 2017
MIB- Master in International Business
SourceOne, Inc (DE) June 2015 - Present
EnerNOC September 2014 - May 2015
Fidelity Charitable March 2013 - February 2014
Fidelity Charitable March 2012 - March 2013
Fidelity Charitable October 2011 - March 2012
Skills
Salesforce.com, Energy Efficiency, Energy Management, Sustainability, Sales, Business Development
Education
College of the Holy Cross 2007 — 2011
Bachelor of Arts (BA), Political Science and Government
Acton-Boxborough Regional High School 2003 — 2007
Wellington Management March 2014 - Present
Fidelity Charitable June 2012 - March 2014
Fidelity Investments July 2011 - June 2012
Fidelity Investments July 2010 - July 2011
Fidelity Investments March 2007 - July 2010
Fidelity Investments January 2005 - May 2007
Fidelity Investments June 2003 - January 2005
Merrill Lynch 2002 - 2003
Skills
Financial Services, Process Improvement, Risk Management, Business Analysis, Project Management, Strategic Planning, Cross-functional Team..., Relationship Management, Leadership, Business Process..., Management, Business Strategy, Vendor Management, Vendor Relationships, Analytics, Financial Modeling, Financial Analysis
Education
Suffolk University 2006 — 2010
Master of Business Administration (MBA), International Business
Bentley University 1999 — 2003
Bachelor of Science (B.S.), Economics - Finance
Medford High School 1995 — 1999
Fidelity Charitable May 2005 - Present
Tybout Redfearn & Pell May 2002 - May 2005
New York State Supreme Court May 2001 - August 2001
Palmer & Dodge LLP August 1999 - August 2000
Skills
Non-profits, Nonprofits, Program Management, Philanthropy, Charities, Mutual Funds, Grants, Estate Planning, Securities, FINRA
Education
Boston University School of Law 2007 — 2010
LL.M., Taxation
Villanova University School of Law 2000 — 2003
J.D.
Union College 1995 — 1999
BS, Mathematics
The Loomis Chaffee School 1991 — 1995
Fidelity Charitable December 2014 - Present
Fidelity Investments February 2009 - December 2014
Fidelity Investments March 2008 - February 2009
Fidelity Investments September 2006 - March 2008
Fidelity Investments February 1999 - September 2006
Fidelity Investments September 1998 - February 1999
Fidelity Investments April 1996 - September 1998
Fidelity Investments January 1994 - April 1996
Fidelity Investments July 1993 - January 1994
Bank One (Formerly Team Bank) July 1992 - July 1993
Skills
Performance Consulting, Mutual Funds, Financial Services, Relationship Management, Workforce Planning, Defined Benefit, Needs Analysis, Vendor Management, Succession Planning, Learning Management, Employee Engagement, Talent Management, Training, Onboarding, Performance Management, Retirement, Process Improvement, Program Management, Organizational..., Management
Education
Texas A&M University 1988 — 1992
Bachelor of Arts (B.A.), Journalism/Public Relations
Fidelity Investments June 2013 - Present
Fidelity Charitable January 2004 - June 2013
Fidelity Investments December 2004 - June 2006
Fidelity Investments January 2004 - December 2004
Siebel Systems August 1999 - April 2003
Putnam Investments 2002 - 2003
Software Emancipation Technology September 1997 - August 1999
Education
ITI Information Technology Institute 1996 — 1997
AIT, Information Technology
Saint Mary's University 1989 — 1992
BSc, Chemistry
Fidelity Charitable 2005 - Present
Putnam Investments 1998 - 2005
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2014
MBA
Saint Anselm College 1990 — 1994
Fidelity Charitable March 2003 - Present
Phillips Nizer LLP October 1999 - February 2003
Sills Cummis & Gross P.C. November 1996 - October 1999
Frankenthaler Kohn Schneider & Katz September 1995 - November 1996
Education
New York Law School 1992 — 1995
JD
State University of New York at Albany 1988 — 1992
Bachelor of Arts (B.A.)
Fidelity Charitable February 2015 - Present
Siemens Healthcare May 2013 - February 2015
Walt Disney World April 2010 - May 2013
Walt Disney World March 2008 - April 2010
Wyndham Vacation Ownership March 2007 - March 2008
Walt Disney World October 2002 - March 2007
Skills
Analytics, Business Analytics, Revenue Analysis, Operations Research, Data Mining, Yield Management, Pricing Strategy, Segmentation, Predictive Analytics, Competitive Analysis, Pricing, Data Analysis, Forecasting, SAS, Predictive Modeling, Data Warehousing, Business Intelligence, Market Analysis, Customer Insight, Statistical Modeling, Optimization, VBA, Database Marketing, Financial Modeling, SAS programming, People Skills, Revenue Forecasting, Statistics, Analysis, Business Objects, Data Modeling, Market Research, Pricing Analysis, Marketing Research, Teradata, Disney, Leadership, Team Leadership, Revenue Management, Siemens, Management, Project Management, Cross-functional Team..., Process Improvement, Strategy, Business Analysis, Strategic Planning, Microsoft Excel
Education
University of Florida - Warrington College Of Business 2005 — 2007
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
State University of New York at Buffalo 1997 — 2000
Master of Science (M.S.), Operations Research
Clarkson University 1993 — 1997
Bachelor of Science (B.S.), Mathematics
The Park School 1980 — 1993
High School, General
Capital Investment Advisors December 2014 - Present
Altegris Investments January 2014 - December 2014
Fidelity Charitable January 2010 - January 2014
Fidelity Investments June 2006 - January 2014
Skills
Investments, Mutual Funds, Wealth Management, Portfolio Management, Series 7, Asset Management, Alternative Investments, Asset Allocation, Series 63, Retirement Planning, Financial Services, Investment Advisory, Securities
Education
La Salle University 1995 — 1999
SavingStar, Inc. 2015 - Present
Examity® November 2014 - April 2015
Examity February 2014 - November 2014
Natick District Court- Clerk's Office June 2010 - June 2012
The Hartford August 2007 - September 2009
Fidelity Charitable October 2006 - June 2007
MFS Investment Management November 2004 - October 2006
MFS Investment Management January 2004 - November 2004
MFS Investment Management September 2003 - January 2004
Skills
Customer Service, Microsoft Excel, Microsoft Office, Problem Solving, Communication, Legal, Key Account Management, Account Management, Financial Services, Sales, Research, Budgets, Coaching, Marketing
Education
Suffolk Law School 2008 — 2012
Doctor of Law (J.D.)
Ithaca College 1998 — 2002
Bachelor's degree, Sports Communication
Fidelity Charitable May 2015 - Present
Fidelity Investments January 2011 - May 2015
Fidelity Investments June 2006 - January 2011
Belltower Labs Inc April 2008 - April 2010
Fidelity Investments August 2004 - June 2007
Skills
SaaS, Product Management, Program Management, Cross-functional Team..., Product Lifecycle..., Business Planning, Strategy, Financial Services, Product Marketing, CRM, Strategic Partnerships, Analytics, Project Management, Competitive Analysis, Vendor Management, Process Improvement, Customer Satisfaction, Leadership, Business Analysis, Management, Strategic Planning
Education
North Carolina State University 2006 — 2008
MBA, Marketing/Innovation
Gettysburg College 1988 — 1992
BA, Psychology
Fidelity Charitable January 2015 - Present
Fidelity Charitable April 2013 - January 2015
Fidelity Charitable January 2011 - April 2013
Genesis Capital Advisors January 2009 - January 2011
RMK Associates, LLC May 2008 - December 2008
John Hancock Financial Services August 2005 - May 2008
Fidelity Investments July 2003 - August 2005
Skills
Retirement, Tax, Wealth Management, Sales, Sales Presentations, Life Insurance, Tax Preparation, Team Leadership, Building Relationships, Key Relationships, Key Account Acquisition..., Mutual Funds, Financial Advisory, Nonprofits, Philanthropy, Strategic Financial..., Wealth, Charities, Relationship Management, Alternative Investments, Bonds, High Net Worth..., Pensions, Small Business, Business Planning, Business Relationship..., 401k, Insurance, Investment Advisory, Asset Allocation, Asset Management, Securities, Retirement Planning, Strategic Planning, Financial Services, Investment Management
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2002
Bachelor of Science, Finance
Bishop Feehan High School 1994 — 1997
Fidelity Charitable March 2015 - Present
Fidelity May 2011 - March 2015
Veritude, A Fidelity Investments Company August 2004 - May 2011
Sprint 1996 - 2001
Education
The University of Dallas 2013 — 2014
Master of Science (M.S.), Cybersecurity, 4.0 GPA
University of North Texas
Bachelor of Science (B.S.), Business Computer Information Systems with Minor in Marketing
Fidelity Investments September 2015 - Present
Fidelity Charitable October 2013 - September 2015
Fidelity Investments October 2011 - September 2013
Fidelity Investments January 2009 - October 2011
Fidelity Investments January 2008 - December 2008
Fidelity Investments February 2006 - December 2007
Fidelity Investments February 2005 - February 2006
Fidelity Investments June 2004 - February 2005
Education
Bryant University 2000 — 2004
Bachelor of Science in Business Administration, Finance
Fidelity Charitable August 2013 - Present
Citi Group February 2007 - March 2013
United Healthcare 2006 - 2007
MasterCard 2000 - 2005
The MONY Group 1996 - 2000
KPMG US 1990 - 1995
Skills
Marketing Strategy, Payments, Prepaid Cards, Payment Solutions, Strategy Development, Product Development, B2B, Electronic Payments, Business Strategy, Strategic Planning, Product Marketing, International Business, B2C, B2C marketing, B2B Marketing, Public Relations, Corporate Communications, Corporate Branding, Brand Development, Strategy, Marketing, Financial Services, Digital Marketing, Debit Cards, Integrated Marketing, Online Marketing, Marketing Communications, Product Management, Strategic Communications, Thought Leadership, Analytics, Strategic Partnerships, Advertising, Marketing Management, Direct Marketing, Segmentation, Market Analysis, Product Launch, Customer Acquisition, Competitive Analysis, Brand Management, Management, Marketing Research, E-commerce, CRM, Start-ups, Market Research, Lead Generation, Email Marketing, P&L Management
Education
Cornell University 1986 — 1990
BS, Industrial & Labor Relations
Fordham University - Graduate School of Business Administration
MBA, Marketing & International Business
Fidelity Institutional Shared Services Marketing March 2012 - Present
Fidelity Charitable March 2011 - December 2011
The Hartford 2007 - 2007
Independent Contractor 1990 - 2007
Fidelity Investments 1990 - 2007
fidelity 1990 - 2006
Fidelity Investments Charitable Gift Fund 1999 - 2002
Fidelity Charitable Services 1999 - 2002
Quantic Communications, Inc. 1997 - 1998
Skills
Direct Marketing, Integrated Marketing, Series 63, Email Marketing, Series 7, Mutual Funds, Series 6, Marketing, Lead Generation, Salesforce.com
Education
Boston University
BS ED, Elementary Education
Graduate studies at Lesley University
Fidelity Charitable August 2015 - Present
Fidelity Charitable April 2013 - August 2015
Fidelity Investments January 2010 - April 2013
Fidelity Investments January 2008 - January 2010
Morgan Stanley Smith Barney May 2007 - December 2007
EWI Risk Services February 2005 - May 2006
RS magazine 2004 - 2006
Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Investments, Certified Financial..., Insurance, Series 65, Annuities, Charities, Estate Planning, Tax, Inside Sales, Institutional Sales, Wholesale, Mutual Funds Wholesale, College Savings Plans, Wealth Management, Morningstar Advisor..., Charitable Gift Planning, Retirement, Investment Strategies, Strategic Financial..., 401k, Financial Services, Asset Allocation, FINRA, Securities, ETFs, 401k Rollovers, Investment Management, Financial Planners, Finance, IRAs, Qualified Retirement..., Relationship Management, Life Insurance, Financial Markets, Bonds, Portfolio Management, Defined Contribution, Asset Management, Variable Annuities, Capital Markets, Wealth Management..., Sales Operations, 529 Plans, Sales Force Development, Donor Advised Funds, Salesforce.com
Education
Texas Christian University - M.J. Neeley School of Business 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Entrepreneurship/Entrepreneurial Studies
Southern Methodist University 2011 — 2011
Certificate Program in Financial Planning, Completed
Fidelity Charitable July 2013 - September 2014
Fidelity Charitable July 2007 - June 2013
Fidelity Investments April 2006 - July 2007
Fidelity Investments 2003 - 2006
Fidelity Investments April 2000 - April 2003
Fidelity Investments 1999 - 2000
Fidelity Investments 1994 - 1999
Fidelity Investments 1987 - 1994
Skills
Mutual Funds, Business Analysis, Financial Services, Cash Management, Requirements Gathering, Business Requirements, SDLC, Vendor Management, Relationship Management, Risk Management, Process Improvement, Program Management, Requirements Analysis, Visio, Business Process..., User Acceptance Testing, Analysis, Project Management, Management, Leadership, Banking, Cross-functional Team...
Education
Emmanuel College
Additional courses
Newbury College
Associate's degree, Business Administration and Management, General
Fidelity Charitable May 2014 - Present
Fidelity Investments September 2012 - April 2014
Fidelity Investments June 2011 - September 2012
Fidelity Investments June 2010 - June 2011
Skills
Series 7, Series 63, Mutual Funds, Entrepreneurship, Institutional Sales, Wholesale, Investments, Finance, Asset Allocation, Financial Advisory, Retirement Planning, 401k, Strategic Financial..., Retirement, Financial Services, IRAs, Life Insurance, Insurance, 401k Rollovers, Series 6, Wealth Management, Securities, Fixed Income, FINRA, Estate Planning, Financial Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration
ESCP Europe 2009 — 2009
Fidelity Charitable March 2004 - Present
Quick & Reilly March 2003 - March 2004
Putnam Investments January 2002 - March 2003
Putnam Investments February 2001 - January 2002
Skills
Wealth Management, Series 63, Investments, Strategic Financial..., Asset Managment, Series 7, Estate Planning
Education
University of Massachusetts Lowell 1998 — 2000
BS, Finance
Fidelity Charitable December 2013 - Present
Fidelity Investments September 2006 - December 2013
Mahindra Satyam June 2002 - September 2006
Linc Software Services Private Limited September 2001 - May 2002
Skills
ITIL Certified, IBM WebSphere Certified, ITIL Process, IT Infrastructure..., WebSphere Application..., Tomcat 5, Web Application Support, Web Applications, Enterprise Architecture, Solution Architecture
Education
Bharathidasan University 1994 — 1996
M.Sc, Physics
Fidelity Charitable October 2013 - Present
Fidelity Investments October 2006 - Present
MedThink Communications May 2005 - May 2006
The Center for Health Care Education, LLC January 2003 - May 2005
The Center for Health Care Education, LLC, Morrisville, NC October 2002 - January 2003
The Center for Health Care Education, LLC, Morrisville, NC January 2001 - October 2002
GlaxoSmithKline 1999 - 2001
Skills
Mentoring, Event Management, Administrative Support, Scheduling, Project Coordination, Research, Team Leadership, Medical Education, Administrative..., Software Documentation, Management, Program Management, Strategy, Process Scheduler, Leadership, Training, Budgets, Project Planning, Project Management, Customer Service, Team Building, Process Improvement
Education
East Carolina University 1988 — 1992
BA, English
Fidelity Charitable October 2013 - Present
Fidelity Investments June 2012 - October 2013
Fidelity Investments April 2007 - June 2012
Education
Saint Anselm College
Bachelor of Arts (BA), Mathematics and Computer Science
Fidelity Charitable January 2014 - Present
Pyramis Global Advisors December 2011 - January 2014
Fidelity 1996 - December 2011
PFPC 1989 - 1996
Skills
SDLC, Financial Services, Investments, Mutual Funds, 401k, Business Analysis, Vendor Management, Relationship Management, Business Requirements, Retirement, Risk Management, Process Improvement, Series 7, Series 63, Project Portfolio..., Requirements Gathering, Business Process..., Series 6, Banking, PMO, Resource Management, Portfolio Management, Investment Management, Securities, Fixed Income, Asset Management, FINRA, Asset Allocation, Strategic Financial..., AML, ETFs
Education
Cardnial Cushing High 1984 — 1989
Fisher College
Bachelor's in Management, Business
Fidelity Charitable July 2013 - Present
Fidelity Charitable September 2010 - July 2013
Jager Smith P.C. October 2005 - May 2008
Harborside Healthcare September 2004 - September 2005
Skills
Philanthropy, Financial Services, Non-profits, Estate Planning
Education
New England Law Boston 2004 — 2008
J.D.
Boston University 1998 — 2002
B.A., Political Science
Fidelity Investments May 2015 - Present
Fidelity Charitable January 2014 - December 2014
Fidelity Charitable August 2008 - December 2013
Fidelity Charitable June 2008 - August 2008
Fidelity Charitable October 2006 - June 2008
Veritude (Fidelity Investments) September 2005 - July 2006
Office of the Public Defender, West Palm Beach, Florida December 2003 - June 2004
Education
New England School of Law 2007 — 2011
Doctor of Law (J.D.), Law
Northeastern University 2002 — 2005
Bachelor of Science (B.S.), Criminal Justice
Fidelity Charitable April 2015 - Present
Fidelity Charitable July 2013 - Present
Fidelity Investments October 2011 - July 2013
Fidelity Investments August 2007 - October 2011
Skills
Financial Services, Business Development, New Business Development, Project Management, Securities, Portfolio Management, Risk Management
Education
Union College 2003 — 2006
Bachelor of Arts (BA)
Catholic Memorial
Catholic Memorial
Cornerstone Administrative Services January 2015 - Present
Freelance Business Planning Consultant September 2013 - Present
Hasbro April 2013 - June 2014
Fidelity Charitable September 2009 - October 2012
Fidelity Charitable May 2007 - January 2008
Skills
Account Management, Client Services, Customer Service, Microsoft Office, Process Improvement, Phlanthropic Knowledge, Philanthropy, Financial Services, Nonprofits, Leadership, Social Networking, SAP ERP, SAP CRM, New Hire Training, Fundraising, Social Media, Social Entrepreneurship, Marketing, Sales, Salesforce.com, Facebook, Analysis, Public Speaking
Education
Suffolk University 2004 — 2009
BSBA, Entrepreneurship & Management
Toshiba Business Solutions August 2014 - February 2015
Arlington High School September 2013 - July 2014
Reading Memorial High School April 2010 - June 2013
The Boston Higashi School September 2006 - April 2010
Autism Services Association January 2006 - August 2006
Fidelity Charitable October 2005 - January 2006
Skills
Training, Learning Disabilities, IEP, Access, Staff Development, Curriculum Design, Curriculum Development, Program Development, Teaching
Education
Lesley University 2007 — 2010
Master's Degree, Education
University of Massachusetts, Amherst 2003 — 2005
BA, Communication
Saint John's High School 1997 — 2001
HS Diploma
Harvard University March 2015 - Present
Harvard Kennedy School of Government May 2013 - March 2015
Restaurant Associates at Harvard Law School April 2011 - May 2013
Fidelity Charitable June 2010 - April 2011
Skills
Event Planning, Microsoft Office, Microsoft Excel, Event Management, Facebook, Salesforce.com, Sales, Data Entry, Fundraising, Public Speaking, Research, Time Management, Account Management, Public Relations, Blogging, Marketing Communications, Non-profits, Budgets, Social Media, Customer Service, Management, Access, Nonprofits
Education
Roanoke College 2005 — 2009
B.A, English, Communications, and Education
Fidelity Charitable September 2010 - Present
Fresenius Medical Care February 2009 - September 2010
KPMG September 2005 - November 2008
Aegis Associates April 2004 - August 2005
Skills
Financial Reporting, US GAAP, Accounting, Revenue Recognition, Auditing, GAAP, Sarbanes-Oxley, Internal Controls, Financial Analysis, Financial Accounting, General Ledger, Financial Modeling
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2006
Masters, Accounting
Bentley University 2001 — 2005
Bachelors, Accounting
Fairfield High School 1997 — 2001
Fidelity Charitable January 2015 - Present
Fidelity Charitable May 2013 - January 2015
Fidelity Charitable January 2011 - January 2015
Boston Red Sox January 2008 - January 2011
Hill House Boston January 2007 - June 2008
Skills
Philanthropy, Charities, Community Outreach, Mutual Funds, Grants, Fundraising, Social Media, Nonprofits, Event Planning, Management, Program Management, Public Speaking, Public Relations, Leadership, Event Management, Marketing
Education
Northeastern University 2004 — 2009
Dana Farber Cancer Institute July 2014 - Present
Dana Farber Cancer Institute March 2014 - July 2014
Fidelity Charitable November 2012 - February 2014
Aon Hewitt September 2010 - September 2012
Abercrombie & Fitch October 2006 - July 2010
Skills
Visual Merchandising, Store Management, Store Operations, Retail Sales, Retail, Inventory Management, Driving Results, Fashion, Apparel, Customer Service, POS, New Hire Training, Microsoft Office, Inventory
Education
International Academy of Design and Technology-Orlando 2006 — 2009
Bachelor of Arts (B.A.), Interior Design
Bracebridge Capital, LLC January 2015 - Present
State Street August 2013 - Present
State Street March 2013 - August 2013
Fidelity Charitable July 2012 - October 2012
Massachusetts Democratic Party September 2011 - December 2011
Tavistock Restaurants LLC June 2011 - September 2011
BNG Consulting, Inc. 2010 - 2010
Skills
Excel, Word, Access, PowerPoint, VoteBuilder, PC Recruiter
Education
Suffolk University 2008 — 2012
BSBA, Global Business and Finance, 3.438
Union of Concerned Scientists July 2013 - Present
Fidelity Charitable October 2007 - January 2011
Little Cayman Research Centre, Central Caribbean Marine Institute August 2002 - October 2006
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, International Travel, Outlook, Event Management, Event Planning, Contracts Administrators, Customer Service, Sales Management, International Sales, International Business, Human Resources, Executive Support, Budgeting, Scuba Diving, Sailing, Boating, Childcare, Travel Arrangements, Travel Planning, Expatriate Management
Education
Jacksonville University 1996 — 1998
Bachelor’s Degree, Environmental Biology
Manchester Community College 1994 — 1996
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
Newington High School 1989 — 1992
High School
Daintree Advisors LLC March 2015 - Present
Daintree Advisors LLC April 2012 - March 2015
Fidelity Charitable July 2011 - March 2012
Omaha Beef Company June 2005 - August 2010
Skills
Wealth Management, Asset Management, Dependable Team Player, Financial Services, Financial Modeling, Data Analysis, Fixed Income, Estate Planning, Investments
Education
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Economics-Finance
University College Dublin 2010 — 2010
Fidelity Charitable August 2013 - Present
Target Corporation June 2011 - August 2013
Time Warner Cable September 2010 - May 2011
Irene's Southern Cooking January 2008 - June 2010
Skills
Event Planning, Microsoft Word, Microsoft Excel, Internet Explorer, Safari, Mozilla, Typing, Writing, Customer Service, Sales, Store Operations, Communication Skills, Computers, Organization, Leadership, Close Attention to..., Handle Multiple..., Meet Deadlines
Education
Oakland University 2006 — 2010
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Fidelity Charitable September 2015 - Present
SAS December 2012 - July 2015
SAS 2006 - 2012
SAS 1999 - 2006
Skills
SQL, Software Development, Business Intelligence, Visual Analytics, JSP, JavaScript, Data Integration, Databases, Oracle, Unix, Java, Oracle PL/SQL..., HTML, CSS, PHP, Database Design, Object Oriented Design, SAS programming, PL/SQL, PostgreSQL, JDBC, XML, Ant, Eclipse, AJAX, Hibernate, Perl
Education
James Madison University 1995 — 1999
Bachelor’s Degree, Computer Science, summa cum laude, 3.86 out of 4.0