Fidelity Charitable Services

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Fidelity Charitable Services Employees

Employee
Years
Job
Industry
Barbara Sherman Barbara Sherman Greater Boston Area Details
Barbara Sherman's Fidelity Charitable Services Experience 2007 - December 2010
Job Administrative Assistant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  March 2012 - Present
Fidelity Investments  January 2011 - March 2012
Fidelity Charitable Services   2007 - December 2010

Skills
Administrative..., Financial Services, Mutual Funds, Series 7, Vendor Management, Process Improvement, Series 63, Project Management, Microsoft Office, Outlook, Microsoft Word

Education
Burdett

Northeastern University
Liberal Arts

David Bashy David Bashy Greater Boston Area Details
David Bashy's Fidelity Charitable Services Experience July 2007 - February 2010
Job Flight Instructor at Executive Flyers Aviation
Industry Airlines/Aviation
Experience
Executive Flyers Aviation  August 2013 - Present
IMC Club International, Inc.   August 2012 - Present
Avidyne  February 2010 - May 2012
Fidelity Charitable Services   July 2007 - February 2010
Staples  September 2006 - April 2007
Boston Financial Data Services  March 2005 - September 2006
Columbia Funds Services, Inc.   September 2004 - March 2005
Columbia Funds/Liberty Financial   April 1993 - September 2004
ADS Flight Center   May 1999 - May 2001
Executive Flyers Aviation  1987 - 1990

Skills
Aircraft, Aviation, Customer Service, Customer Relations, Avionics, Call Center, Sales Operations, Helicopters, Private Pilot, Management, Aerospace, Aircraft Maintenance, Call Centers, Program Management, Airlines, Flight Safety, Team Building, Flights, Airports, Sales, Commercial Aviation, Piloting, Charter

Education
Keene State College   1982 — 1986
Bachelor's degree, Political Science

Sharon High School

Audra Gardner, IACCP® Audra Gardner, IACCP® Waltham, Massachusetts Details
Audra Gardner, IACCP®'s Fidelity Charitable Services Experience February 2009 - September 2010
Job Senior Operations & Compliance Analyst
Industry Financial Services
Experience
Covalent Partners LLC   September 2010 - Present
Fidelity Charitable Services   February 2009 - September 2010
Fidelity Charitable Services   June 2007 - February 2009

Education
Babson College   2003 — 2007
BS, Business Management (Marketing & Entrepreneurship)

Steven Perlmutter Steven Perlmutter Greater Boston Area Details
Steven Perlmutter's Fidelity Charitable Services Experience June 2007 - January 2010
Job Vice President, Senior Marketing Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance  September 2015 - Present
F-Squared Investments  January 2014 - August 2015
Fidelity Investments  March 2012 - December 2013
Bank of America  December 2010 - February 2012
Fidelity Charitable Services   June 2007 - January 2010
Fidelity Investments  December 2004 - June 2007
Fidelity Brokerage Company  September 2003 - November 2004
Fidelity Investments  August 2000 - January 2003
Fidelity Customer Marketing and Development   January 1998 - August 2000

Skills
Investments, Mutual Funds, Strategy, CRM, Financial Services, Alternative Investments, Fixed Income, Asset Allocation, Leadership, Banking, Asset Management, Portfolio Management, Series 7, Management, Equities, Securities, Product Management, Series 63, Wealth Management, Marketing

Education
Isenberg School of Management, UMass Amherst   1987 — 1991
BBA, Finance

University of Massachusetts
Bachelor, Business Administration

Dan Fredrickson Dan Fredrickson Greater Denver Area Details
Dan Fredrickson's Fidelity Charitable Services Experience August 2006 - July 2007
Job Attorney at Kendall, Koenig & Oelsner PC
Industry Law Practice
Experience
Kendall, Koenig & Oelsner PC   May 2013 - Present
Tendril  February 2012 - May 2013
Tendril  January 2011 - February 2012
Private Practice  November 2010 - June 2011
University of Colorado Entrepreneurial Law Clinic   August 2009 - May 2010
Johnson & Repucci LLP   May 2008 - December 2009
Fidelity Charitable Services   August 2006 - July 2007

Skills
Intellectual Property, Corporate Law, Start-ups, Legal Assistance, Contract Negotiation, Legal Research, Legal Writing, Venture Capital, Entrepreneurship, Licensing, Legal Issues, Negotiation, Privacy Law

Education
University of Colorado Law School   2007 — 2010
Juris Doctor

Pepperdine University   2002 — 2006
BS, Business Administration - Cum Laude

Patrick Rogan Patrick Rogan Greater New York City Area Details
Patrick Rogan's Fidelity Charitable Services Experience May 2006 - December 2009
Job Web UX Guru & Entrepreneur
Industry Internet
Experience
Bloomberg LP  April 2014 - Present
Chirpbug   2011 - Present
ResiModel, LLC   January 2013 - March 2014
Homesite Insurance  October 2010 - April 2011
Fidelity Charitable Services   May 2006 - December 2009
MFS Investment Management  2004 - 2006
Lycos, Inc.   1996 - 2002

Skills
Agile Methodologies, Business, Java, Perl, SQL, Python, Analytics, Linux, Software Development, Unix, XML, Spring, Databases, JavaScript, Web Applications, Software Design, Distributed Systems, User Interface Design, REST, Object Oriented Design, Software Engineering, Apache, Scrum, Mobile Applications, Subversion, AJAX, Web Development, Java Enterprise Edition, Architecture, MySQL

Education
Carnegie Mellon University   1991 — 1996
BS, Cognitive Science

Jim Buza Jim Buza Greater Boston Area Details
Jim Buza's Fidelity Charitable Services Experience July 2003 - October 2008
Job
Industry Financial Services
Experience
Fidelity Investments  July 2012 - Present
Fidelity Investments  July 2011 - December 2012
Fidelity Investments  October 2008 - January 2012
Fidelity Charitable Services   July 2003 - October 2008
Fidelity Investments  May 2000 - July 2003
Miami Air   1994 - 1998

Skills
Financial Services, Series 7, Product Development, Product Management, Investments, Portfolio Management, Strategy, Strategic Planning, Risk Management, Mutual Funds, Securities, Wealth Management, Asset Allocation, Alternative Investments, Leadership

Education
Babson College - Franklin W. Olin Graduate School of Business   1998 — 2000
MBA, Strategy and Finance

Purdue University   1990 — 1994
BS, Aviation Administration

Judy (Hurlbut) Edge Judy (Hurlbut) Edge Daytona Beach, Florida Area Details
Judy (Hurlbut) Edge's Fidelity Charitable Services Experience 2003 - 2005
Job Divisional Productivity Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  2007 - Present
Fidelity Investments  2003 - 2006
Fidelity Charitable Services   2003 - 2005
Prudential Securities  2000 - 2003
Merrill Lynch  1997 - 2000
Florida National Bank, First Union, Wachovia   1992 - 1997
Morgan Stanley  1979 - 1985

Education
Cannon Fnancial Institute   1995 — 1997
CTFA, Trust

DePauw University   1974 — 1978
BA, Economics

Jeff Kirchick Jeff Kirchick New York, New York Details
Jeff Kirchick's Fidelity Charitable Services Experience June 2008 - August 2008
Job VP, Enterprise Sales
Industry Internet
Experience
Next Caller   October 2013 - Present
ZINCH  November 2012 - September 2013
SCVNGR, Inc   June 2010 - November 2012
SCVNGR  June 2010 - December 2010
Boston Red Sox  June 2009 - August 2009
The Boston Red Sox  June 2009 - August 2009
Fidelity Charitable Services   June 2008 - August 2008
Fidelity Investments  2008 - 2008
The Boston Red Sox  January 2005 - August 2005

Skills
Networking, CRM, Start-ups, Marketing, Leadership, Management, Sales, Social Media Marketing, Mobile Devices, Social Media, Blogging, Time Management, Interviews, Public Speaking, Sales Operations, Salesforce.com, Nonprofits, Business Development, Social Networking, Lead Generation, Strategic Partnerships, Strategy, Entrepreneurship, Online Marketing, Marketing Strategy, Enterprise Software, Customer Service, Email Marketing, New Business Development, Higher Education..., Higher Education

Education
Princeton University   2006 — 2010
B.A., English, French, Creative Writing

Princeton University   2006 — 2010
Bachelor of Arts (B.A.), English Language and Literature/Letters

The Roxbury Latin School   2000 — 2006
June 2006, n/a

The Roxbury Latin School

Dover-Sherborn

Dover-Sherborn

David Swaim David Swaim Chapel Hill, North Carolina Details
David Swaim's Fidelity Charitable Services Experience June 2014 - August 2014
Job Summer Analyst at ARX Equity Partners
Industry Financial Services
Experience
ARX Equity Partners   June 2015 - July 2015
Fidelity Charitable Services   June 2014 - August 2014
Luxury Brand Management, a.s.   June 2013 - July 2013

Skills
Consulting, Business Administration, Team Leadership, Teamwork, Public Speaking, Slavic Culture, Management

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2012 — 2016
Bachelor’s Degree, Business Administration -- Consulting

Elizabeth Maggio Elizabeth Maggio Greater Philadelphia Area Details
Elizabeth Maggio's Fidelity Charitable Services Experience September 1999 - February 2008
Job Associate Vice President of Philanthropic Engagement at National Philanthropic Trust
Industry Philanthropy
Experience
National Philanthropic Trust  August 2015 - Present
National Philanthropic Trust  June 2014 - Present
Comcast Cable  July 2012 - January 2014
Jacobson Strategic Communications  May 2012 - June 2012
Comcast Corporation  March 2008 - April 2012
Fidelity Charitable Services   September 1999 - February 2008
Consolidated Rail Corporation (CONRAIL)   March 1985 - September 1999

Skills
Internal Communications, Strategic Planning, Corporate Social..., Public Speaking, Community Relations, Corporate Philanthropy, Sustainability, Corporate Affairs, Public Affairs, Corporate Community..., Diversity and Inclusion, Employee Engagement, Relationship Management, Cause-Related Marketing, Strategic Public..., Community Development, Cause Marketing, Philanthropy, Strategy, Leadership, Program Management, Marketing Communications, Strategic Partnerships

Education
University of Michigan
BA, Political Science

Boston University
Certified Fund Raising Executive Program

Penn State University
Penn State Executive Management Program

Ellen O'Connell Ellen O'Connell Greater Boston Area Details
Ellen O'Connell's Fidelity Charitable Services Experience 2000 - 2004
Job Director Women and Young Investors at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  September 2014 - Present
Fidelity Investments  November 2011 - September 2014
Baker Avenue Asset Management   May 2009 - November 2011
Fidelity Investments  2004 - 2008
Fidelity Charitable Services   2000 - 2004
Fidelity Investments  1996 - 2000

Skills
Equities, Asset Allocation, Uniform Combined State..., Investment Advisory, Investment Management, Securities, Investment Strategies, Risk Management, Fixed Income, Financial Analysis, Financial Modeling, Hedge Funds, 401k, Business Strategy, Capital Markets, Market Research, Series 6, Program Management, Product Development, Alternative Investments

Education
Merrimack College   1988 — 1992
BS, Marketing

Weston High School   1984 — 1988

Daniel Mahnks Daniel Mahnks Greater Boston Area Details
Daniel Mahnks's Fidelity Charitable Services Experience February 2008 - July 2011
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

Cheryl Poole Cheryl Poole Greater Boston Area Details
Cheryl Poole's Fidelity Charitable Services Experience April 2006 - December 2008
Job Sr. IT Business Analyst Salesforce at CVS Caremark Corporation
Industry Information Technology and Services
Experience
CVS Caremark Corporation  August 2013 - Present
Collaborative Consulting  August 2012 - August 2013
Enterprise System Partners   November 2011 - August 2012
Middlesex Community College  January 2009 - August 2011
Fidelity Charitable Services   April 2006 - December 2008
Fidelity Human Resources Services Company, Merrimack, NH   June 2005 - April 2006
Tree Top Technologies   March 2004 - May 2005
IONA Technologies  August 2001 - May 2003
Cognex Corporation  2001 - 2002

Skills
Business Analysis, Project Management, Vendor Management, Use Case Analysis, Business Process..., Process Flow..., Business Requirements, Data Conversion, Systems Analysis, ERP, MRPII, SAP R/3, Brio Query, Brio Reports, Brio Explorer, Oracle HR, Oracle Applications, Oracle Reports, SQL, Toad, Quality Assurance, Test Case Generation, User Acceptance Testing, System Integration..., Training Delivery, cGMP practices, HPLC, DNA extraction, DNA methylation, SDS-PAGE, ELISA, Cell Culture, PeopleTools, PeopleSoft, PCR, Testing, Integration, CRM, Cross-functional Team..., Visio, Analysis, Consulting, SDLC

Education
Middlesex Community College
Certificate, Biotechnology

University of Central Oklahoma
BA

Esther Hong, PMP Esther Hong, PMP New York, New York Details
Esther Hong, PMP's Fidelity Charitable Services Experience October 1999 - October 2005
Job
Industry Financial Services
Experience
Morgan Stanley  2012 - Present
Morgan Stanley Smith Barney  January 2010 - February 2012
Morgan Stanley Smith Barney  June 2009 - January 2010
Citigroup Smith Barney  December 2006 - May 2009
Fidelity Investments  October 2005 - November 2006
Fidelity Charitable Services   October 1999 - October 2005

Skills
Series 7, Mutual Funds, CRM, Financial Services, Fixed Income, Securities, Risk Management, Strategy, Wealth Management, Portfolio Management, Equities, Business Analysis, Project Management, Management, Leadership, Relationship Management

Education
Harvard University   2000 — 2000
Economics

Baylor University   1994 — 1998
BBA, Finance

Greenhill School   1990 — 1994

Kate Mullin Kate Mullin Greater Boston Area Details
Kate Mullin's Fidelity Charitable Services Experience February 2006 - November 2008
Job Content Manager
Industry Investment Management
Experience
Columbia Threadneedle Investments  September 2015 - Present
Columbia Threadneedle Investments  January 2009 - September 2015
Fidelity Charitable Services   February 2006 - November 2008
Fidelity  March 2004 - February 2006

Skills
Marketing, Integrated Marketing, Email Marketing, Direct Marketing, Brand Management, Digital Marketing, Management, Social Media Marketing, Leadership, Product Marketing, Marketing Communications, Marketing Strategy, Social Media, Strategy

Education
Northeastern University - Graduate School of Business Administration   2008 — 2011
MBA, Marketing

Isenberg School of Management, UMass Amherst   1999 — 2003
BA, Major: Marketing; Minor: Psychology

Karen Dunnett Karen Dunnett Greater Boston Area Details
Karen Dunnett's Fidelity Charitable Services Experience 1999 - 2002
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

Jon Stagnone Jon Stagnone Greater Boston Area Details
Jon Stagnone's Fidelity Charitable Services Experience April 2011 - April 2013
Job Vice President, Regional Planning Consultant at Fidelity Investments
Industry Legal Services
Experience
Fidelity Investments  May 2013 - Present
Fidelity Charitable Services   April 2011 - April 2013
Fidelity Investments  July 2010 - March 2011
Fidelity Investments  February 2007 - June 2010
The Colony Group  November 2003 - December 2006
G.W. & Wade, Inc.   July 1999 - October 2003
State Street Research  1992 - 1997

Skills
Estate Planning, Wealth Management, Retirement, Retirement Planning, High Net Worth..., Trusts

Education
Suffolk University Law School   1995 — 1999
Doctor of Law (J.D.)

Providence College   1987 — 1991
BA, History

Pallavi Potdar Pallavi Potdar Boston, Massachusetts Details
Pallavi Potdar's Fidelity Charitable Services Experience November 2011 - Present
Job CLIENT SERVICES MANAGER at Fidelity Charitable Services
Industry Financial Services
Experience
FIDELITY CHARITABLE SERVICES   November 2011 - Present

Skills
Strategy, Financial Analysis, Market Research, Data Analysis, Customer Service, Team Management, Relationship Management, Financial Services, Business Analysis, Leadership, Business Strategy, Vendor Management, Risk Management, Analysis, Management

Education
Brandeis International Business School   2009 — 2011
MBA

Symbiosis Institute Of Business Management Pune   2001 — 2002
Insurance Management

Fergusson College   1995 — 2002
MA

Anabela Salgado Anabela Salgado Greater Boston Area Details
Anabela Salgado's Fidelity Charitable Services Experience December 2006 - January 2011
Job Relationship Manager at Congress Capital Partners
Industry Financial Services
Experience
Congress Capital Partners   July 2014 - Present
Congress Wealth Management  January 2011 - July 2014
Fidelity Charitable Services   December 2006 - January 2011

Skills
Sales, Sales Operations, Mutual Funds, Series 7, Investments, Alternative Investments, Asset Management, Wealth Management, Series 63, Financial Services, Relationship Management, Investment Advisory

Education
Johnson and Wales University   2002 — 2006

Cindy Li Cindy Li Greater New York City Area Details
Cindy Li's Fidelity Charitable Services Experience May 2010 - June 2010
Job Senior Associate at PwC Advisory
Industry Financial Services
Experience
PwC Advisory  December 2014 - Present
Deloitte Financial Advisory Services LLP  August 2013 - November 2014
Deloitte Financial Advisory Services LLP  August 2011 - August 2013
Fidelity Charitable Services   May 2010 - June 2010

Skills
Analytics, SAS, SPSS, SQL, Data Modeling, Business Intelligence, Data Analysis, VBA, Data Warehousing, Data Mining, ASP.NET, Oracle, Tableau, QlikView, Visio

Education
Bentley University   2009 — 2011
MBA, IT & Business Analytics

Renmin University of China
B.S., Economics

Jeffrey Holden Jeffrey Holden Charlotte, North Carolina Area Details
Jeffrey Holden's Fidelity Charitable Services Experience January 2000 - March 2005
Job Vice President, New Client Onboarding at LPL Financial
Industry Financial Services
Experience
LPL Financial  June 2014 - Present
LPL Financial  January 2011 - June 2014
Fidelity Family Office Services  March 2008 - January 2011
Fidelity Family Office Services  March 2005 - March 2008
Fidelity Charitable Services   January 2000 - March 2005
John Hancock Signature Services  October 1996 - August 2000

Education
Tufts University   1992 — 1996
BA, Sociology

Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance