Fidelity Charitable Gift Fund
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Fidelity Charitable Gift Fund Employees
Arbor Point Advisors, LLC January 2014 - Present
Fidelity Institutional Wealth Services January 2001 - December 2012
Fidelity Charitable Gift Fund October 1999 - January 2001
Fidelity Investments-Pittsburgh Investor Center June 1996 - October 1999
Fidelity Investments August 1995 - June 1996
Alex Brown & Sons October 1993 - August 1995
Bear Stearns March 1988 - October 1993
Fidelity Investments March 1986 - March 1988
Skills
Wealth Management, Business Development, Investment Advisory, Sales Process, Series 63, Series 7, Mutual Funds, Relationship Management, Series 24, Asset Allocation, Securities, 401k, Alternative Investments, Separately Managed..., Retirement Planning, Uniform Combined State..., Equities, FINRA, Investments, Financial Services, Retirement, Finance, Financial Advisory, Fixed Income, CRM
Education
University of Northern Iowa 1976 — 1979
Bachelor of Arts, Financial Management
Bank of America January 2011 - Present
Bank of America November 2002 - January 2011
Bank of America November 2002 - April 2010
Fidelity Charitable Gift Fund 1999 - 2002
Fidelity Investments 1991 - 1998
Skills
Relationship Management, Financial Services, Strategy, Business Development, Direct Marketing, Marketing, Management, Marketing Strategy, Leadership, Program Management, Strategic Planning, Analysis, Investments
Education
Syracuse University 1974 — 1978
BS, Communications
Voya Financial Advisors August 2012 - Present
Bank of America Merrill Lynch June 2006 - August 2012
Fidelity Charitable Gift Fund August 2003 - February 2006
Putnam Investments August 2000 - August 2003
Education
Keene State College 1996 — 2000
BA, Political Science
Merrimack High School 1992 — 1996
Commonwealth Financial Network October 2013 - Present
Investors Capital August 2011 - September 2013
Investors Capital October 2009 - July 2011
Fidelity Charitable Gift Fund October 2008 - January 2009
Skills
Series 7, Series 24, series 66, Mutual Funds, Fixed Annuities, Financial Advisory, Alternative Investments, New Business Development, Real Estate, Securities, Investment Advisory, Asset Allocation, IRAs, Financial Analysis, Data Analysis, REIT, FINRA, Uniform Combined State..., Portfolio Management, Wealth Management, Trading, Investments
Education
Bentley University 2005 — 2008
Bachelor of Science (BS), Economic/Finance
Favor May 2015 - Present
Instacart December 2013 - March 2015
ThirdChannel October 2012 - September 2013
Ball and Buck June 2012 - September 2012
Zyrra Custom Bras November 2010 - March 2012
FIDELITY CHARITABLE GIFT FUND May 2009 - September 2009
VEDAVOO, INC May 2009 - August 2009
FOXNUT ASIAN FUSION AND SUSHI May 2007 - August 2008
CATSKILL PLACE RESTAURANT GROUP April 2006 - May 2007
Skills
Sales Management, Product Management, Strategic Planning
Education
BABSON COLLEGE, F.W. OLIN GRADUATE SCHOOL OF BUSINESS
Masters of Business Administration
The University of Georgia
Bachelor of Arts degree, Spanish and Journalism
UNIVERSITY OF SEVILLE
PSG Staffing 2006 - 2006
Vox Populi, Inc. August 2000 - August 2002
Linx Communications June 2000 - September 2000
Webmessaging Technologies November 1999 - June 2000
Nancy Lurie Marks Family Foundation September 1997 - September 1999
Copley Venture Partners June 1996 - June 1997
Fidelity Charitable Gift Fund October 1995 - March 1996
Edward Jones July 1994 - June 1995
Skills
Start-ups, Entrepreneurship, Product Management, Business Development, Market Research, Leadership, Project Management, Business Strategy, Strategic Planning, Strategic Partnerships, Marketing, Venture Capital, Product Marketing, Program Management, Strategy, SaaS, Marketing Strategy, Creative Problem Solving, Social Media, Networking, Management Consulting, Cloud Computing, Enterprise Software, Consulting, Telecommunications, Competitive Analysis, Sales, Human Resources, Business Planning, Product Design, Business Process Design, Business Model..., Technology Solutions..., Finance, Economics
Education
Bradley University 1992 — 1993
BS, Civil Engineering
VJTI - Mumbai 1989 — 1992
Civil Engineering
U.S. Department of the Treasury 2014 - 2015
T Rowe Price April 2007 - December 2012
Fidelity Investments 1989 - 2007
Fidelity Charitable Gift Fund 1998 - 2003
Skills
Investments, Retirement, Mutual Funds, Leadership, Asset Management, Asset Allocation, Program Management, Asset Managment, Alternative Investments, Corporate Director, Executive Compensation..., Mergers & Acquisitions, Succession Planning, CEO Succession, Distribution, Diversity Program...
Education
Boston College
Bachelor of Science (BS)
Health Resources in Action October 2009 - Present
Degrees2Dreams 2012 - 2012
Blue Cross Blue Shield of MA November 2008 - October 2009
Massachusetts Department of Public Health January 2008 - November 2008
MA Department of Public Health September 2005 - January 2008
APUA 2003 - 2005
Fidelity Charitable Gift Fund January 2002 - October 2002
Stop Handgun Violence, Inc. 2000 - 2002
MIT Enterprise Forum 1999 - 2000
Boston Public Health Commission 1993 - 1998
Skills
Public Health, Nonprofits, Grant Writing, Non-profits, Editing, Community Outreach, Training, Facebook, Research, Policy, Health Communication, Analysis, New Media, Leadership, Program Management, Strategic Communications, SEO, Social Justice, Human Rights, Grants, Facilitation, Project Management, Cross-sector..., Social Media Marketing, Building Community..., Marketing Communications, Content Management, Webinars, Digital Media, Supervising, Strategic Planning, Digital Project..., Facilitative Leadership, Marketing Research, Writing, Client Presentation, Integration, Organizing Meetings, Program Development, Fiscal Policy, Digital Marketing, Community Management
Education
University of Massachusetts Boston 2007 — 2012
MBA
University of Massachusetts Boston 1992 — 1994
BA
Parsons School of Design 1989 — 1991
Rhode Island School of Design
Ricoh USA, Inc. March 2003 - Present
Fidelity Charitable Gift Fund May 2000 - October 2002
SOLA Sunlens 1997 - 2000
Interval International 1995 - 1997
American Airlines September 1990 - 1995
French Olympic Organization Committee -1992 Albertville Winter Games February 1992 - February 1992
ABC SPORTS TELEVISION July 1989 - July 1989
Skills
Sales, Sales Process, Managed Print Services, Leadership, Solution Selling, Direct Sales, Program Management, Sales Presentations, Professional Services, SaaS, Enterprise Software, Software Industry, Document Imaging, Account Management, B2B, Managed Services, Strategy, Salesforce.com
Education
Brown University 1986 — 1990
BA
Universtity of Lyon, Political Science in Lyon, France 1988 — 1989
Junior Year Abroad
Simsbury High School 1982 — 1986
Honors Student
Coldwell Banker Residential Brokerage 2007 - Present
Commonwealth Financial Network December 2003 - February 2008
Fidelity Charitable Gift Fund May 2000 - October 2002
Skills
Real Estate, First Time Home Buyers, Negotiation, Relocation, Residential, Coaching, Customer Service, Investment Properties, Referrals, Selling, Sellers, Sales, Residential Homes, Buyer Representation, Real Estate Transactions, Condos, Short Sales
Education
Rollins College 1994 — 1998
Bachelor of Science (BS), Economics
Wellesley Senior High School 1990 — 1994
Minnow + Co. June 2012 - Present
DIY Network's Made + Remade Blog April 2013 - Present
The Children's Museum of New Hampshire September 2012 - March 2014
Stages at One Washington March 2012 - September 2012
Prescott Park Arts Festival April 2010 - August 2011
NH Center for Nonprofits January 2009 - February 2010
University of New Hampshire August 2008 - January 2009
Fidelity Charitable Gift Fund July 2008 - September 2008
Seacoast Family Food Pantry May 2006 - May 2008
Skills
Grant Writing, Fundraising, Non-profits, Volunteer Management, Public Speaking, Program Development, Community Outreach, Editing, Social Media, Event Planning, Social Media Marketing, Marketing, Grants, Microsoft Office, Public Relations, Press Releases, Blogging, Event Management, Newsletters, Marketing Communications, Non-profit..., Stewardship, Nonprofits, Training, Media Relations, Social Networking, Community Development, Copywriting, Content Development
Education
University of New Hampshire 2005 — 2008
BA, Anthropology
Texas A&M University at Galveston 1999 — 2001
BS, Marine Sciences, License Option
Fidelity Institutional Shared Marketing Services January 2014 - Present
Fidelity Charitable Gift Fund January 2011 - January 2014
Fidelity Investments August 2010 - January 2011
Movement Center of Boston September 2009 - 2010
Fidelity Charitable Gift Fund 2009 - December 2009
Fidelity Investments 1995 - 2008
Skills
Marketing, Financial Services, Segmentation, Strategy, Integrated Marketing, Marketing Communications, Vendor Management, Creative Direction, Salesforce.com, Direct Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Harvard University
BA, Economics
Fidelity Charitable Gift Fund InternMerrill LynchFebruary 2007 - May 2007
Education
Bentley University 2005 — 2008
Economics - Finance
Fidelity Charitable - Trustees Philanthropy Fund March 2014 - Present
Fidelity Investments 1996 - 2015
Fidelity Charitable Gift Fund 2010 - February 2014
WilmerHale September 1990 - December 1995
Skills
Investments, Financial Services, Mutual Funds, Series 7, Estate Planning, FINRA, Securities, Series 63, Alternative Investments, Investment Advisory, Risk Management, Leadership, Asset Management, Wealth Management, Asset Allocation, Retirement, High Net Worth...
Education
University of California, Santa Cruz 1979 — 1982
BA, Sociology
Boston College Law School
JD, Law
Analysis Group November 2012 - Present
CDM Smith April 2010 - November 2012
MetLife September 2006 - April 2010
Fidelity Charitable Gift Fund May 2005 - September 2006
Fidelity Investments May 2004 - August 2004
Skills
Marketing Communications, Internal Communications, Newsletters, Social Media, Corporate Communications, Public Relations, Press Releases, Strategic Communications, Editing, Media Relations, Copywriting, Content Management, Email Marketing, Feature Articles, Web Content, Web Content Management, Advertising, Magazine Management, Marketing, Content Strategy, Copy Editing, Content Development, Publications, Editorial
Education
Boston College 2001 — 2005
Bachelor of Arts (B.A.), Communications, Marketing
Lancaster University 2004 — 2004
Semester Abroad, International Media Relations
University of Rochester Neurorestoration Institute April 2015 - Present
Amplify Education August 2013 - October 2014
CFY June 2010 - February 2013
Fidelity Charitable Gift Fund September 2009 - January 2010
Fenway Community Health March 2009 - June 2009
Polo Ralph Lauren August 2008 - December 2008
State Street February 2008 - June 2008
The MathWorks January 2007 - June 2007
Skills
Event Planning, Microsoft Office, Outlook, Fundraising, Non-profits, Microsoft Excel, Social Media, Microsoft Word, PowerPoint, Strategic Planning, Public Speaking, Customer Service, Research, Training, Program Development, Nonprofits, Community Outreach, Salesforce.com, Program Management, Leadership
Education
Northeastern University 2006 — 2009
BS, Business Administration, Management
Reebok Fithub October 2013 - Present
305 Fitness April 2013 - Present
Equinox August 2012 - Present
Jennison Associates 2011 - June 2012
Corcoran Sunshine Marketing Group January 2011 - October 2011
State Street Corporation June 2009 - May 2010
State Street Corporation January 2008 - June 2009
Fidelity Charitable Gift Fund October 2007 - January 2008
State Bank January 2007 - June 2007
Skills
Customer Service, Budgets, Account Management, Advertising, Marketing
Education
Long Island University, C.W. Post Campus 2003 — 2007
Bachelor of Science, Business Administration
Viacord November 2012 - Present
Emerson College July 2012 - September 2012
John Hancock September 2011 - December 2011
Fidelity Charitable Gift Fund October 2009 - January 2010
Umass Lowell - Lydon Library September 2007 - May 2009
Stoneham Savings Bank January 2006 - January 2008
Skills
Banking, Data Entry, Time Management, Microsoft Excel, Outlook, PowerPoint, Retail Banking, Customer Service, Microsoft Word, Access, Event Planning
Education
University of Massachusetts Lowell 2005 — 2009
Bachelor of Science, Business Administration; Marketing