Fidelity Charitable

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Fidelity Charitable Employees

Employee
Years
Job
Industry
Kate Moran Kate Moran Boston, Massachusetts Details
Kate Moran's Fidelity Charitable Experience 2009 - 2014
Job Marketing Strategy | Business Development | Relationship Management
Industry Financial Services
Experience
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

Samantha Troilo Samantha Troilo Dallas/Fort Worth Area Details
Samantha Troilo's Fidelity Charitable Experience April 2011 - November 2013
Job Senior Operations Manager at Fidelity Investments
Industry Financial Services
Experience
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

Amy Danforth Amy Danforth Cary, North Carolina Details
Amy Danforth's Fidelity Charitable Experience February 2014 - Present
Job President at Fidelity Charitable
Industry Philanthropy
Experience
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

Ammad Khan Ammad Khan Raleigh-Durham, North Carolina Area Details
Ammad Khan's Fidelity Charitable Experience September 2015 - Present
Job Automation Engineer at Fidelity Investments
Industry Computer Software
Experience
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

Josh Daly Josh Daly Greater Atlanta Area Details
Josh Daly's Fidelity Charitable Experience February 2010 - Present
Job Vice President, Charitable Planning Consultant at Fidelity Investments, Fidelity Charitable
Industry Philanthropy
Experience
Fidelity Charitable   February 2010 - Present

Education
Hampden-Sydney College

Hampden-Sydney College

Amy Klembara Amy Klembara Dallas, Texas Details
Amy Klembara's Fidelity Charitable Experience July 2012 - October 2014
Job Ad Coordinator & Marketing Assistant at DFWChild Magazine
Industry Publishing
Experience
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

Whitney Vermeulen Whitney Vermeulen Greater Boston Area Details
Whitney Vermeulen's Fidelity Charitable Experience October 2012 - January 2014
Job Legal Due Diligence Associate at Cambridge Associates
Industry Financial Services
Experience
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

RaiDion Fails RaiDion Fails Arlington, Texas Details
RaiDion Fails's Fidelity Charitable Experience August 2014 - Present
Job Sales associate at Champs Sports
Industry Retail
Experience
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

Sarah Hallonquist Sarah Hallonquist New York, New York Details
Sarah Hallonquist's Fidelity Charitable Experience September 2010 - January 2011
Job Conflict Analyst at Simpson Thacher & Bartlett LLP
Industry International Affairs
Experience
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

Paige Robinson Paige Robinson Raleigh, North Carolina Details
Paige Robinson's Fidelity Charitable Experience July 2015 - Present
Job Client Service Representative at Fidelity Charitable
Industry Public Relations and Communications
Experience
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

Jennifer Kilgore Jennifer Kilgore Chicago, Illinois Details
Jennifer Kilgore's Fidelity Charitable Experience November 2007 - April 2008
Job Sales Practice Principal at Northern Trust Securities
Industry Financial Services
Experience
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

Paige Brown Paige Brown Austin, Texas Details
Paige Brown's Fidelity Charitable Experience September 2014 - Present
Job Client Management Representative II, Advisor Service Team at Fidelity Charitable
Industry Higher Education
Experience
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

Brian Zurek Brian Zurek Paradise Valley, Arizona Details
Brian Zurek's Fidelity Charitable Experience May 2014 - August 2014
Job Commercial Real Estate Intern at Transwestern
Industry Financial Services
Experience
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

William Joyce William Joyce San Francisco, California Details
William Joyce's Fidelity Charitable Experience December 2013 - April 2014
Job Foreign Exchange and Fixed Income Specialist
Industry Financial Services
Experience
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

Jaclyn Harris Jaclyn Harris Dallas/Fort Worth Area Details
Jaclyn Harris's Fidelity Charitable Experience September 2012 - November 2013
Job Executive Director at Rhythmic Souls Tap Company
Industry Performing Arts
Experience
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

Amy Becker Amy Becker Greater Boston Area Details
Amy Becker's Fidelity Charitable Experience November 2013 - June 2014
Job Officer, Sr. Philanthropic Service Administrator at U.S. Trust
Industry Financial Services
Experience
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

Anna Doherty Anna Doherty Raleigh-Durham, North Carolina Area Details
Anna Doherty's Fidelity Charitable Experience June 2015 - Present
Job MBA Candidate, Class of 2016 at Fuqua School of Business
Industry Nonprofit Organization Management
Experience
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

Margaret Retsch Margaret Retsch Greater New York City Area Details
Margaret Retsch's Fidelity Charitable Experience June 2011 - June 2013
Job Business Analyst at JetBlue Airways
Industry Airlines/Aviation
Experience
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

Andrew Frost Andrew Frost Raleigh-Durham, North Carolina Area Details
Andrew Frost's Fidelity Charitable Experience January 2014 - Present
Job Digital Marketing Strategist at Fidelity Investments, Fidelity Charitable
Industry Philanthropy
Experience
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

Juliann Walker Juliann Walker Fort Worth, Texas Details
Juliann Walker's Fidelity Charitable Experience October 2012 - Present
Job Client Management Representative at Fidelity Charitable
Industry Financial Services
Experience
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

Ryan Mullin Ryan Mullin Dallas/Fort Worth Area Details
Ryan Mullin's Fidelity Charitable Experience June 2015 - Present
Job Client Management Representative IIIAdvisor Service specializing in Alternative Investments at Fidelity Charitable
Industry Financial Services
Experience
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

Marshall Baker Marshall Baker Greater Seattle Area Details
Marshall Baker's Fidelity Charitable Experience February 2011 - August 2014
Job VP Wealth Management Adviser
Industry Financial Services
Experience
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

Daniel McGinley Daniel McGinley Ithaca, New York Details
Daniel McGinley's Fidelity Charitable Experience September 2009 - June 2014
Job Senior Associate Intern at PwC
Industry Financial Services
Experience
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

Stephanie Vore Apple Stephanie Vore Apple Greater Boston Area Details
Stephanie Vore Apple's Fidelity Charitable Experience December 2012 - June 2014
Job Senior UX Designer at Fidelity Investments
Industry Design
Experience
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

Jake Coyne Jake Coyne Boston, Massachusetts Details
Jake Coyne's Fidelity Charitable Experience November 2010 - July 2013
Job
Industry Financial Services
Experience
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

Larisa Bar Larisa Bar Raleigh-Durham, North Carolina Area Details
Larisa Bar's Fidelity Charitable Experience June 2012 - Present
Job Senior Marketing Associate at Fidelity Charitable
Industry Marketing and Advertising
Experience
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

Jake Hudson Jake Hudson Greater Boston Area Details
Jake Hudson's Fidelity Charitable Experience September 2010 - June 2014
Job Account Manager at Fluent Technologies
Industry Computer Software
Experience
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

Caron McDonald Caron McDonald Greater Boston Area Details
Caron McDonald's Fidelity Charitable Experience August 2000 - August 2002
Job SVP, Information Technology at The TJX Companies, Inc.
Industry Retail
Experience
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

Kurt Chisholm Kurt Chisholm Raleigh-Durham, North Carolina Area Details
Kurt Chisholm's Fidelity Charitable Experience June 2014 - Present
Job Charitable Planning Associate at Fidelity Investments, Fidelity Charitable
Industry Philanthropy
Experience
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

Chris Houlihan Chris Houlihan Greater Boston Area Details
Chris Houlihan's Fidelity Charitable Experience September 2009 - July 2013
Job SVP, TaxExempt Retirement Services & Executive Services at Fidelity Investments
Industry Financial Services
Experience
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

Holly Remen Holly Remen Raleigh-Durham, North Carolina Area Details
Holly Remen's Fidelity Charitable Experience May 2014 - Present
Job Business Analyst at Fidelity Charitable
Industry Information Technology and Services
Experience
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

Doug Strahler Doug Strahler Raleigh-Durham, North Carolina Area Details
Doug Strahler's Fidelity Charitable Experience May 2014 - Present
Job Senior Business Analyst at Fidelity Charitable
Industry Human Resources
Experience
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

Lindsey Waller Lindsey Waller Boston, Massachusetts Details
Lindsey Waller's Fidelity Charitable Experience September 2011 - January 2013
Job Compliance Business Analyst at Homesite Insurance
Industry Insurance
Experience
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

Cara Mitchell Cara Mitchell Greater Boston Area Details
Cara Mitchell's Fidelity Charitable Experience August 2011 - March 2013
Job Development Officer at DanaFarber Cancer Institute
Industry Fund-Raising
Experience
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

Robyn Giannopolo Robyn Giannopolo Greater Boston Area Details
Robyn Giannopolo's Fidelity Charitable Experience March 2014 - June 2014
Job Development & Donor Relations Coordinator, Essex Heritage
Industry Nonprofit Organization Management
Experience
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

Daniel Chodos Daniel Chodos Cary, North Carolina Details
Daniel Chodos's Fidelity Charitable Experience September 2015 - Present
Job Fidelity Charitable Director, Strategy & Planning Office
Industry Financial Services
Experience
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

Argha Bose Argha Bose Raleigh-Durham, North Carolina Area Details
Argha Bose's Fidelity Charitable Experience June 2014 - Present
Job Business Consultant at Fidelity Charitable
Industry Information Services
Experience
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

Harrison Miller Harrison Miller Raleigh-Durham, North Carolina Area Details
Harrison Miller's Fidelity Charitable Experience February 2014 - Present
Job Charitable Planning Associate at Fidelity Investments, Fidelity Charitable
Industry Financial Services
Experience
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

Caitlin (Smith) Schohl Caitlin (Smith) Schohl Greater Atlanta Area Details
Caitlin (Smith) Schohl's Fidelity Charitable Experience October 2007 - July 2008
Job Executive Assistant at Children's Healthcare of Atlanta
Industry Investment Management
Experience
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

Hong Phuoc Dao Hong Phuoc Dao Greater Boston Area Details
Hong Phuoc Dao's Fidelity Charitable Experience September 2011 - January 2014
Job Client Operations Senior Associate at Cambridge Associates
Industry Financial Services
Experience
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

Morgan Boushka Morgan Boushka Dallas, Texas Details
Morgan Boushka's Fidelity Charitable Experience September 2012 - Present
Job Team Lead at Fidelity Charitable
Industry Financial Services
Experience
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

Greg Moorefield Greg Moorefield Raleigh-Durham, North Carolina Area Details
Greg Moorefield's Fidelity Charitable Experience September 2014 - Present
Job Sr. QA Engineer at Fidelity Charitable
Industry Information Technology and Services
Experience
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

Leo Bray Leo Bray Greater Boston Area Details
Leo Bray's Fidelity Charitable Experience June 2011 - June 2014
Job Coach at Beachbody
Industry Health, Wellness and Fitness
Experience
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

Timothy Burrill Timothy Burrill Greater Boston Area Details
Timothy Burrill's Fidelity Charitable Experience February 2012 - July 2013
Job Vice President, Community Development Manager at Citizens Bank
Industry Financial Services
Experience
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

Christy House Christy House Greater Boston Area Details
Christy House's Fidelity Charitable Experience January 2012 - January 2014
Job Senior Client Service Manager
Industry Financial Services
Experience
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

Danielle Spellman Danielle Spellman Smithfield, Rhode Island Details
Danielle Spellman's Fidelity Charitable Experience March 2012 - March 2015
Job Fidelity Investments, Sales Support Coordinator
Industry Financial Services
Experience
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

Jeff Schum Jeff Schum Raleigh-Durham, North Carolina Area Details
Jeff Schum's Fidelity Charitable Experience September 2015 - Present
Job Sr. Manager Email Marketing at Fidelity Charitable
Industry Marketing and Advertising
Experience
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

Wendy Gilbert, CAP® Wendy Gilbert, CAP® Odessa/Midland, Texas Area Details
Wendy Gilbert, CAP®'s Fidelity Charitable Experience August 2012 - January 2014
Job Community Business Development Manager at Barnes & Noble
Industry Retail
Experience
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®)

Chad Walton Chad Walton Durham, North Carolina Details
Chad Walton's Fidelity Charitable Experience August 2015 - Present
Job Client Services Representative at Fidelity Charitable
Industry Financial Services
Experience
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

Daniel Rettig Daniel Rettig Dallas/Fort Worth Area Details
Daniel Rettig's Fidelity Charitable Experience May 2013 - December 2013
Job Sales Project Manager at Fidelity Investments
Industry Financial Services
Experience
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

Alka Agnihotri Alka Agnihotri Commerce, Texas Details
Alka Agnihotri's Fidelity Charitable Experience July 2015 - Present
Job Attended Texas A&M UniversityCommerce
Industry
Experience
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

James C Post James C Post Raleigh-Durham, North Carolina Area Details
James C Post's Fidelity Charitable Experience August 2015 - Present
Job Advisor Services/Complex Assets Group at Fidelity Charitable (parttime) Dec 2015 NC State Graduate
Industry Investment Management
Experience
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

Rebecca O'Donnell Rebecca O'Donnell Dallas/Fort Worth Area Details
Rebecca O'Donnell's Fidelity Charitable Experience July 2014 - Present
Job Client Management Representative II, Advisor Service Team at Fidelity Charitable
Industry Financial Services
Experience
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

YunChu Huang YunChu Huang Raleigh-Durham, North Carolina Area Details
YunChu Huang's Fidelity Charitable Experience May 2015 - July 2015
Job Accenture Undergraduate Fellow at Duke University
Industry Research
Experience
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

Elizabeth Harnisch Elizabeth Harnisch Dallas/Fort Worth Area Details
Elizabeth Harnisch's Fidelity Charitable Experience July 2012 - Present
Job
Industry Nonprofit Organization Management
Experience
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

Kerrie Barry Kerrie Barry Greater Boston Area Details
Kerrie Barry's Fidelity Charitable Experience July 2010 - January 2011
Job Associate Attorney at Bruno, Gerbino, Soriano, LLP
Industry Law Practice
Experience
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

Kathleen Brien Kathleen Brien North Andover, Massachusetts Details
Kathleen Brien's Fidelity Charitable Experience June 2007 - June 2008
Job Dietetic Intern at Wellness Workdays
Industry Health, Wellness and Fitness
Experience
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

Susan Shell Susan Shell Raleigh-Durham, North Carolina Area Details
Susan Shell's Fidelity Charitable Experience August 2013 - Present
Job Senior Marketing Manager at Fidelity Charitable
Industry Marketing and Advertising
Experience
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

Amy Grossman Amy Grossman San Francisco Bay Area Details
Amy Grossman's Fidelity Charitable Experience March 2015 - Present
Job Vice President, Complex Asset Group at Fidelity Charitable
Industry Financial Services
Experience
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.)

Stephen W. Fusi Stephen W. Fusi Raleigh-Durham, North Carolina Area Details
Stephen W. Fusi's Fidelity Charitable Experience August 2015 - Present
Job Vice President, Donor/NPO Marketing at Fidelity Charitable
Industry Philanthropy
Experience
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

Eddie Gwin Eddie Gwin Dallas/Fort Worth Area Details
Eddie Gwin's Fidelity Charitable Experience August 2011 - Present
Job Regional Vice President at Fidelity Investments, Fidelity Charitable
Industry Philanthropy
Experience
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

Elizabeth Cooke, CPA Elizabeth Cooke, CPA Greater Boston Area Details
Elizabeth Cooke, CPA's Fidelity Charitable Experience November 2004 - April 2006
Job Manager, Corporate Accounting at Biogen Idec
Industry Accounting
Experience
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

Ashley Lonon Ashley Lonon Dallas/Fort Worth Area Details
Ashley Lonon's Fidelity Charitable Experience April 2013 - Present
Job Senior Client Management Representative at Fidelity Charitable
Industry Nonprofit Organization Management
Experience
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

Patrick Schleiger Patrick Schleiger United States Details
Patrick Schleiger's Fidelity Charitable Experience April 2014 - Present
Job Sr. Manager Data Analytics and Insights at Fidelity Charitable
Industry Investment Management
Experience
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

Sarah Klopfer Sarah Klopfer Greater Boston Area Details
Sarah Klopfer's Fidelity Charitable Experience February 2013 - June 2014
Job MBA Candidate at Boston College, Carroll School of Management (2016)
Industry Financial Services
Experience
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

David Somerville David Somerville Boston, Massachusetts Details
David Somerville's Fidelity Charitable Experience July 2011 - April 2012
Job Financial Manager at Santander Bank
Industry Banking
Experience
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

Constantino DeLollis Constantino DeLollis Greater Boston Area Details
Constantino DeLollis's Fidelity Charitable Experience October 2010 - June 2014
Job Northeast Division Manager, SVP
Industry Financial Services
Experience
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

Albert A. Yeste Albert A. Yeste Raleigh-Durham, North Carolina Area Details
Albert A. Yeste's Fidelity Charitable Experience June 2014 - Present
Job Charitable Planning Associate at Fidelity Investments, Fidelity Charitable
Industry Financial Services
Experience
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

Ian Stauder Ian Stauder Greater Boston Area Details
Ian Stauder's Fidelity Charitable Experience June 2013 - July 2014
Job Financial Solutions Advisor; AVP at Merrill Lynch
Industry Financial Services
Experience
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

Colby Chaisson Colby Chaisson Dallas, Texas Details
Colby Chaisson's Fidelity Charitable Experience February 2014 - Present
Job Charitable Planning Associate at Fidelity Charitable
Industry Financial Services
Experience
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

Asim Siddiqi Asim Siddiqi Raleigh-Durham, North Carolina Area Details
Asim Siddiqi's Fidelity Charitable Experience September 2014 - Present
Job Senior Manager, Web Development at Fidelity Charitable
Industry Information Technology and Services
Experience
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

Daniel Mahnks Daniel Mahnks Greater Boston Area Details
Daniel Mahnks's Fidelity Charitable Experience July 2011 - February 2014
Job Manager Client Retention Team at Experian Data Quality
Industry Computer Software
Experience
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

Loarn Hinkle Loarn Hinkle Irving, Texas Details
Loarn Hinkle's Fidelity Charitable Experience August 2015 - Present
Job at
Industry Human Resources
Experience
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

David DiNicola David DiNicola East Walpole, Massachusetts Details
David DiNicola's Fidelity Charitable Experience May 2012 - February 2014
Job Associate | Technology & Management Consulting | McGladrey LLP
Industry
Experience
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

Vann Adams Vann Adams Greater Boston Area Details
Vann Adams's Fidelity Charitable Experience June 2012 - August 2012
Job Director, Business Strategy and Planning
Industry Financial Services
Experience
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)

Debbie Nicklaus Debbie Nicklaus Raleigh-Durham, North Carolina Area Details
Debbie Nicklaus's Fidelity Charitable Experience February 2014 - Present
Job Director Program Management at Fidelity Charitable
Industry Investment Management
Experience
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

Robert Troy Robert Troy Hartford, Connecticut Area Details
Robert Troy's Fidelity Charitable Experience August 2013 - January 2014
Job Securities Lending Associate at eSecLending
Industry International Trade and Development
Experience
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

Sarah Piantedosi Sarah Piantedosi Boston, Massachusetts Details
Sarah Piantedosi's Fidelity Charitable Experience March 2013 - February 2014
Job Business Development Manager at SourceOne, Inc (DE)
Industry Oil & Energy
Experience
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

Guy Lombardo Guy Lombardo Greater Boston Area Details
Guy Lombardo's Fidelity Charitable Experience June 2012 - March 2014
Job AVP Investment Administration Applications at Wellington Management
Industry Financial Services
Experience
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

Jill Weiner Levine Jill Weiner Levine Boston, Massachusetts Details
Jill Weiner Levine's Fidelity Charitable Experience May 2005 - Present
Job Chief Compliance Officer
Industry Law Practice
Experience
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

Lisa Pottle Lisa Pottle Dallas/Fort Worth Area Details
Lisa Pottle's Fidelity Charitable Experience December 2014 - Present
Job Fidelity Charitable, Lead L&OD
Industry Philanthropy
Experience
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

Tina Souza, PMP Tina Souza, PMP Greater Boston Area Details
Tina Souza, PMP's Fidelity Charitable Experience January 2004 - June 2013
Job Director, Sales & Relationship Management at Fidelity Investments
Industry Information Technology and Services
Experience
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

David Brosnan David Brosnan Greater Boston Area Details
David Brosnan's Fidelity Charitable Experience 2005 - Present
Job Vice President, Charitable Planning Consultant at Fidelity Investments, Fidelity Charitable
Industry Financial Services
Experience
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

Jacqueline Valouch Jacqueline Valouch Greater New York City Area Details
Jacqueline Valouch's Fidelity Charitable Experience March 2003 - Present
Job Vice President, Charitable Planning Consultant at Fidelity Investments, Fidelity Charitable
Industry Philanthropy
Experience
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.)

Gregory Roberts Gregory Roberts Cary, North Carolina Details
Gregory Roberts's Fidelity Charitable Experience February 2015 - Present
Job Vice President of Analytics, Research & Targeting at Fidelity Charitable
Industry Health, Wellness and Fitness
Experience
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

Jeffrey Keane Jeffrey Keane Greater Atlanta Area Details
Jeffrey Keane's Fidelity Charitable Experience January 2010 - January 2014
Job Managing Director National Sales at Capital Investment Advisors
Industry Financial Services
Experience
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

Matt Barlas Matt Barlas Greater Boston Area Details
Matt Barlas's Fidelity Charitable Experience October 2006 - June 2007
Job Customer Relations Rep.
Industry Public Relations and Communications
Experience
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

Grant Kaley Grant Kaley Raleigh-Durham, North Carolina Area Details
Grant Kaley's Fidelity Charitable Experience May 2015 - Present
Job Vice President, Program Management at Fidelity Charitable
Industry Financial Services
Experience
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

Matt Connor, CFP® Matt Connor, CFP® Boston, Massachusetts Details
Matt Connor, CFP®'s Fidelity Charitable Experience January 2015 - Present
Job VP, National Fundraising Manager PI Channel at Fidelity Charitable
Industry Financial Services
Experience
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

Winnie Shek Winnie Shek Dallas/Fort Worth Area Details
Winnie Shek's Fidelity Charitable Experience March 2015 - Present
Job Senior Risk Manager at Fidelity Charitable
Industry Financial Services
Experience
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

Chris Tower Chris Tower Dallas/Fort Worth Area Details
Chris Tower's Fidelity Charitable Experience October 2013 - September 2015
Job Director of Strategy and Program Management at Fidelity Investments
Industry Financial Services
Experience
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

Gerald Lazore Gerald Lazore Raleigh-Durham, North Carolina Area Details
Gerald Lazore's Fidelity Charitable Experience August 2013 - Present
Job Director of Marketing at Fidelity Charitable, Fidelity Investments
Industry Financial Services
Experience
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

Karen Dunnett Karen Dunnett Greater Boston Area Details
Karen Dunnett's Fidelity Charitable Experience March 2011 - December 2011
Job Marketing Consultant_Fidelity Institutional Shared Services Marketing
Industry Marketing and Advertising
Experience
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

Brandon O'Neill, CFP ®, CAP ® Brandon O'Neill, CFP ®, CAP ® Raleigh-Durham, North Carolina Area Details
Brandon O'Neill, CFP ®, CAP ®'s Fidelity Charitable Experience August 2015 - Present
Job Regional Vice President at Fidelity Charitable
Industry Financial Services
Experience
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

Kelly Pellecchia Kelly Pellecchia Greater Boston Area Details
Kelly Pellecchia's Fidelity Charitable Experience July 2013 - September 2014
Job Business Analysis Consultant / Project Manager
Industry Financial Services
Experience
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

Allison (Horsley) Westmoreland Allison (Horsley) Westmoreland Dallas/Fort Worth Area Details
Allison (Horsley) Westmoreland's Fidelity Charitable Experience May 2014 - Present
Job Charitable Planning Associate at Fidelity Investments, Fidelity Charitable
Industry Philanthropy
Experience
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

Mark Ricketson Mark Ricketson Greater Denver Area Details
Mark Ricketson's Fidelity Charitable Experience March 2004 - Present
Job Vice President, Charitable Planning Consultant at Fidelity Investments, Fidelity Charitable
Industry Financial Services
Experience
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

Prasad Thirugnanam Prasad Thirugnanam Greater Boston Area Details
Prasad Thirugnanam's Fidelity Charitable Experience December 2013 - Present
Job Principal Systems Engineer at Fidelity Charitable
Industry Financial Services
Experience
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

Dawn Dawson Dawn Dawson Raleigh-Durham, North Carolina Area Details
Dawn Dawson's Fidelity Charitable Experience October 2013 - Present
Job Senior Executive Assistant at Fidelity Charitable
Industry Financial Services
Experience
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

Robin Salvaggio Robin Salvaggio Raleigh-Durham, North Carolina Area Details
Robin Salvaggio's Fidelity Charitable Experience October 2013 - Present
Job VP Program Management at Fidelity Charitable
Industry Investment Management
Experience
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

Lujean Johnson Lujean Johnson Raleigh-Durham, North Carolina Area Details
Lujean Johnson's Fidelity Charitable Experience January 2014 - Present
Job Program Manager at Fidelity Charitable
Industry Financial Services
Experience
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

Anna McKeon Anna McKeon Dallas/Fort Worth Area Details
Anna McKeon's Fidelity Charitable Experience July 2013 - Present
Job Relationship Manager Private Donor Group
Industry Philanthropy
Experience
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

Arthur Maginas Arthur Maginas Greater Boston Area Details
Arthur Maginas's Fidelity Charitable Experience January 2014 - December 2014
Job Compliance Advisor at Fidelity Investments
Industry Financial Services
Experience
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

Tim Cannon Tim Cannon Greater New York City Area Details
Tim Cannon's Fidelity Charitable Experience April 2015 - Present
Job Regional Vice President at Fidelity Investments, Fidelity Charitable
Industry Financial Services
Experience
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

Bridget M. Walsh Bridget M. Walsh Portland, Oregon Area Details
Bridget M. Walsh's Fidelity Charitable Experience September 2009 - October 2012
Job Freelance Business Consultant
Industry Financial Services
Experience
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

John Moynagh John Moynagh Greater Boston Area Details
John Moynagh's Fidelity Charitable Experience October 2005 - January 2006
Job Account Representative at Toshiba Business Solutions
Industry Education Management
Experience
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

Nia Bowling Nia Bowling Boston, Massachusetts Details
Nia Bowling's Fidelity Charitable Experience June 2010 - April 2011
Job Academic Planning Coordinator at Harvard University
Industry Higher Education
Experience
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

Brian Nash Brian Nash Raleigh-Durham, North Carolina Area Details
Brian Nash's Fidelity Charitable Experience September 2010 - Present
Job Financial Analyst IV at Fidelity Charitable
Industry Financial Services
Experience
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

Jonathan Batista, CAP® Jonathan Batista, CAP® Orange County, California Area Details
Jonathan Batista, CAP®'s Fidelity Charitable Experience January 2015 - Present
Job Vice President, Charitable Planning Consultant at Fidelity Investments, Fidelity Charitable
Industry Philanthropy
Experience
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

Andrea Gauthier Andrea Gauthier Boston, Massachusetts Details
Andrea Gauthier's Fidelity Charitable Experience November 2012 - February 2014
Job Recognition Officer, Donor Relations at Dana Farber Cancer Institute
Industry Nonprofit Organization Management
Experience
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

Nicholas Woodhull Nicholas Woodhull Greater Boston Area Details
Nicholas Woodhull's Fidelity Charitable Experience July 2012 - October 2012
Job Derivative Settlement Specialist
Industry Financial Services
Experience
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

Christine (Russell) Alberga Christine (Russell) Alberga Cambridge, Massachusetts Details
Christine (Russell) Alberga's Fidelity Charitable Experience October 2007 - January 2011
Job Senior Executive Administrator at Union of Concerned Scientists
Industry Executive Office
Experience
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

Doug Lajoie, CFP® Doug Lajoie, CFP® Greater Boston Area Details
Doug Lajoie, CFP®'s Fidelity Charitable Experience July 2011 - March 2012
Job Senior Client Service Associate at Daintree Advisors LLC
Industry Financial Services
Experience
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

KreCynthia D KreCynthia D Dallas/Fort Worth Area Details
KreCynthia D's Fidelity Charitable Experience August 2013 - Present
Job
Industry Retail
Experience
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

Eli Zalc Eli Zalc Cary, North Carolina Details
Eli Zalc's Fidelity Charitable Experience September 2015 - Present
Job Director of Data Integration & Visual Analytics at Fidelity Charitable
Industry Computer Software
Experience
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

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