Fidelity Charitable Services
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Fidelity Charitable Services Employees
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
Fidelity Institutional Shared Services Marketing March 2012 - Present
Fidelity Charitable March 2011 - December 2011
The Hartford 2007 - 2007
Independent Contractor 1990 - 2007
Fidelity Investments 1990 - 2007
fidelity 1990 - 2006
Fidelity Investments Charitable Gift Fund 1999 - 2002
Fidelity Charitable Services 1999 - 2002
Quantic Communications, Inc. 1997 - 1998
Skills
Direct Marketing, Integrated Marketing, Series 63, Email Marketing, Series 7, Mutual Funds, Series 6, Marketing, Lead Generation, Salesforce.com
Education
Boston University
BS ED, Elementary Education
Graduate studies at Lesley University
Fidelity 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
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
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
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
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