Fidelity Family Office Services

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Fidelity Family Office Services Employees

Employee
Years
Job
Industry
Steve Hartel, Registered Financial Planner,AIF Steve Hartel, Registered Financial Planner,AIF Greater Denver Area Details
Steve Hartel, Registered Financial Planner,AIF's Fidelity Family Office Services Experience March 2005 - November 2008
Job Helping people achieve financial independence by using practical, affordable, goaldriven financial planning techniques.
Industry Financial Services
Experience
Trilogy Financial  October 2009 - Present
Fidelity Family Office Services   March 2005 - November 2008
Investors Capital & Eastern Point Advisors   January 2004 - December 2004
Koesten Hirschmann & Crabtree, Inc.   1998 - 2003

Skills
Thank you, but I am not..., Retirement, Insurance, Estate Planning, Listening, Business Services, Asset Managment, Strategic Financial..., Tax Mitigation..., Totally Independent and..., Financial Planning, Empathy, Humor, Life Insurance that you..., Retirement Income..., Personal Pensions, Fee For Service, Asset Protection, Income Tax Strategies..., Financial Education, Financial Advice, Financial Advisory, Family Office, Fee-based, Investments, Small Business, Asset Management, Finance, Mutual Funds, Portfolio Management, Management, Uniform Combined State..., Series 7, Financial Services, Business Planning, Strategy, Retirement Planning, Wealth Management, Leadership, Series 63, Entrepreneurship, Securities, 401k, CRM, Wealth, Financial Planners, Alternative Investments, Investment Management, Fixed Annuities, Asset Allocation

Education
University of Denver   1978 — 1981
MBA, Finance

Merrimack College   2009 — 2011
CFP® classes, Financial Planning

University of Southern California   1990 — 1990
Masters Executive Program, Management

Charles Urquhart Charles Urquhart Greater Boston Area Details
Charles Urquhart's Fidelity Family Office Services Experience May 2014 - Present
Job Vice President at Fidelity Family Office Services, CFA Charterholder
Industry Capital Markets
Experience
Fidelity Family Office Services   May 2014 - Present
Fidelity Capital Markets  September 1999 - Present
Fidelity Capial Markets   2011 - 2014
Fidelity Capital Markets  2008 - 2011
Fidelity Capital Markets  1999 - 2007

Skills
Series 63, Capital Markets, Equities, Hedge Funds, Securities, Investments, Bloomberg, Business Development, Series 7, Derivatives, Trading, Fixed Income, Financial Services, Mutual Funds, Series 24, Alternative Investments, Strategic Planning, Private Equity, Asset Management, Portfolio Management, Trading Systems

Education
Brown University   1984 — 1988
BA, Business Economics

Anjanie Lidstone Anjanie Lidstone Tampa/St. Petersburg, Florida Area Details
Anjanie Lidstone's Fidelity Family Office Services Experience 2007 - 2013
Job Client Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Fidelity Family Office Services   2007 - 2013
Fidelity Investments  January 2002 - 2013
Fidelity Investments  2005 - 2007
Fidelity Investments  May 2004 - April 2005
Fidelity Investments  May 2002 - April 2004
Fidelity Investments  October 2000 - April 2002

Skills
Cross-functional Team..., Investment Management, Series 7, Team Building, Financial Services, Investments, Strategy, Fixed Income, Mutual Funds, Portfolio Management, Retirement, Strategic Financial..., CRM, Leadership, Series 63, Bonds, Wealth Management, Securities, Retirement Planning, Hedge Funds, High Net Worth..., Risk Management, Investment Advisory, Investment Strategies, Relationship Management, Asset Allocation, 401k, Asset Management, FINRA, Management, Recruiting, Program Management, Equities, Alternative Investments, Process Improvement, Client Services, Enterprise Software, Finance, Bloomberg, Banking, Sales, Trading, Coaching, Financial Modeling, IRAs, Project Management, Strategic Planning, Customer Service, Financial Analysis

Education
University of Tampa - John H. Sykes College of Business   2014 — 2016
Master of Business Administration (M.B.A.), Executive M B A

University of New Hampshire
Baccalaureate of Arts, Psychology, magna cum laude

Shawn Valliere Shawn Valliere Boston, Massachusetts Details
Shawn Valliere's Fidelity Family Office Services Experience December 2013 - Present
Job Vice President Relationship Management at Fidelity Family Office Services
Industry Financial Services
Experience
Fidelity Family Office Services   December 2013 - Present
Fidelity Investments  August 2011 - December 2013
Fidelity Investments  April 2010 - August 2011
Fidelity Investments  September 2005 - April 2010

Education
Suffolk University Law School   2010 — 2013
Juris Doctor (JD)

Boston University - School of Management   2007 — 2010
Master of Business Administration (MBA)

Saint Anselm College   2001 — 2005
Bachelor of Arts (BA)

Debashis Das, MSF, MTech Debashis Das, MSF, MTech Greater New York City Area Details
Debashis Das, MSF, MTech's Fidelity Family Office Services Experience October 2005 - April 2006
Job Associate
Industry Capital Markets
Experience
J.P. Morgan Asset Management   September 2014 - Present
OMGEO LLC. (A DTCC Thomson Reuters Company)   June 2007 - August 2014
Investor's Bank & Trust Co.   May 2006 - June 2007
Fidelity Family Office Services   October 2005 - April 2006
Infosys Technologies Ltd.  February 2001 - April 2006
Fidelity Capital Markets  March 2004 - September 2005

Skills
Derivatives, Business Analysis, Fixed Income, Equities, Business Requirements, Market Data, Securities, Bloomberg, SDLC, SaaS, Product Management, Integration, CDS, Trading Systems, Order Management, Back Office, Capital Markets, Enterprise Valuation, Macro Analysis, Fundamental Analysis, Financial Modeling, Equity Research, Requirements Gathering, Financial Analysis, Oil & Gas Industry, Metals, Big Data, Software Project...

Education
Boston College - Carroll School of Management   2012 — 2014
Master of Science (MS), Finance and Financial Management Services, CGPA - 3.701

Indian Institute of Technology, Kanpur   1999 — 2001
MS, Materials & Metallurgical Engineering, CGPA - 8.6 (scale - 10)

Bengal Engineering and Science University, Shibpur   1994 — 1998
B.S., Metallurgical Engineering

Amanda Topping Amanda Topping Boston, Massachusetts Details
Amanda Topping's Fidelity Family Office Services Experience 2011 - Present
Job Senior Investment Analyst
Industry Financial Services
Experience
Fidelity Family Office Services   2011 - Present
Fidelity Investments  May 2008 - April 2011
Fidelity Investments  July 2007 - May 2008
Fidelity Investments  December 2005 - July 2007
Fidelity Investments  December 2004 - December 2005
Churchill Management Group  September 2003 - July 2004

Skills
FINRA Series 7, Securities, Bloomberg, Series 7, Mutual Funds, Series 63, Trading, Investments, Equities, FINRA, Series 24

Education
Lasell College   1992 — 1996
BS, Business Administration

Framingham State College   1992 — 1994
Nutrition

Gretchen (Davidsen) Keneshea Gretchen (Davidsen) Keneshea Boston, Massachusetts Details
Gretchen (Davidsen) Keneshea's Fidelity Family Office Services Experience July 2012 - October 2013
Job Wealth Advisor at Heritage Financial Services, LLC
Industry Financial Services
Experience
Heritage Financial Services, LLC  January 2015 - Present
Fidelity Family Office Services   July 2012 - October 2013
Covenant Trust Company  October 2011 - October 2012
Family Navigation Strategies, LLC   April 2010 - July 2012
JPD Family Office   August 2008 - August 2010
New England Health Imaging (Sold to AIQ in Nov. 2007)   March 2005 - July 2008
Fidelity Management Trust Company  2002 - 2005
Wit SoundView Group   1999 - 2001

Skills
Leadership, Competitive Analysis, Business Planning, Family Office, Wealth Management..., Business Strategy, Strategic Planning, Family Business, Governance, Financial Analysis, Asset Allocation, Entrepreneurship, Marketing Communications, Leadership Development, Strategic Planning..., Private Wealth..., NextGen, Strategic Consulting, Process Consulting, Business Analysis, Market Analysis, Marketing Strategy, Team Oriented, Mentoring, Innovative Thinking, Creative Problem Solving, Relationship Development

Education
University of Pennsylvania - The Wharton School   2009 — 2009
Private Wealth Management Certificate

Babson College - Franklin W. Olin Graduate School of Business   2003 — 2007
Master of Business Administration (M.B.A.)

University of New Hampshire   1994 — 1998
Bachelor of Arts (B.A.), Communication (Concentration in Business)

Lynn Vest Lynn Vest Greater Boston Area Details
Lynn Vest's Fidelity Family Office Services Experience March 2006 - September 2006
Job Business Analysis Consultant II at BNY Mellon
Industry Computer Software
Experience
BNY Mellon  July 2013 - Present
State Street  February 2011 - June 2013
Brown Brothers Harriman  January 2011 - February 2011
Centage Corporation  February 2010 - June 2010
Bank of New York Mellon  November 2008 - December 2008
Lexington Insurance (division of AIG)   October 2006 - October 2008
Fidelity Family Office Services   March 2006 - September 2006
Federal Home Loan Bank of Boston  1999 - 2005
Sapient Corporation  1998 - 1999

Skills
Business Requirements, Business Analysis, Equities, User Acceptance Testing, Fixed Income, Derivatives, Testing, Software Development, Project Management, Management, Quality Assurance, Financial Services, SDLC, Integration

Education
Bentley University
2003- 2007, courses in Financial Planning

Boston University Questrom School of Business
MBA, Conc in Finance

Smith College
BA, Government

Todd Altomare CFP®, MBA Todd Altomare CFP®, MBA Scottsdale, Arizona Details
Todd Altomare CFP®, MBA's Fidelity Family Office Services Experience January 2006 - June 2010
Job Ultra High Net Worth Senior Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard  June 2010 - Present
Fidelity Family Office Services   January 2006 - June 2010
Fidelity Family Office Services   January 2006 - January 2010
Fidelity Operations Services Group   2003 - 2006
Fidelity Investments  2000 - 2003
Fidelity Investments  October 1996 - January 2000

Skills
Project Management, Risk Management, Process Improvement, Personnel Management, Series 7, Mutual Funds, Series 63, Relationship Management, Financial Services, Investments, Wealth Management, Portfolio Management, Retirement, Asset Managment, Asset Allocation, High Net Worth..., Strategy, Management, CRM, Financial Advisory, Finance, Asset Management, Securities, 401k

Education
Suffolk University - Sawyer Business School   1996 — 1999
MBA, Marketing

Boston College   1989 — 1993
Bachelor of Science (B.S.), Finance/Marketing

Matignon High School   1985 — 1989

Heather Lynch Heather Lynch Boston, Massachusetts Details
Heather Lynch's Fidelity Family Office Services Experience October 2014 - September 2015
Job Boston Private Wealth Management
Industry Financial Services
Experience
Boston Private Wealth LLC  September 2015 - Present
Fidelity Family Office Services   October 2014 - September 2015
Fidelity Family Office Services   January 2011 - September 2014
Fidelity Investments  January 2008 - December 2010

Skills
Series 7, Series 63, Mutual Funds, Bloomberg, Securities, Financial Services, Investments, Fixed Income, Financial Analysis, Finance, Equities, Alternative Investments, Microsoft Excel, Portfolio Management

Education
Northeastern University   2004 — 2009
BS, Finance

Duxbury High School

Dan Hooper, CAIA Dan Hooper, CAIA San Francisco Bay Area Details
Dan Hooper, CAIA's Fidelity Family Office Services Experience February 2015 - Present
Job Vice President, Investments at Fidelity Family Office Services
Industry Financial Services
Experience
Fidelity Family Office Services   February 2015 - Present
Kendall Square Capital, LLC   April 2009 - August 2014
Peninsula Capital Management, Inc.   July 2002 - November 2008

Skills
Alternative Investments, Hedge Funds, Equities, Investments, Portfolio Management, Equity Research, Asset Managment, Fund Of Funds, Financial Modeling, Mutual Funds, Asset Allocation, Asset Management, Securities, Investment Management, Investment Strategies, Equity Trading, FINRA, Value Investing, Quantitative Analytics, Finance, Financial Analysis, Bloomberg, Valuation, Trading, Equity Valuation, Financial Markets, Due Diligence, Electronic Trading, Capital Markets, Series 7, Series 63

Education
California State University-Chico   1998 — 2002
BS, Finance

Cheryl Lynn Owens Cheryl Lynn Owens Washington D.C. Metro Area Details
Cheryl Lynn Owens's Fidelity Family Office Services Experience January 2001 - December 2008
Job Chief Executive Officer at The Blue Alchemy Group, LLC
Industry Writing and Editing
Experience
Baltimore City Public Schools  June 2013 - Present
The Blue Alchemy Group, LLC   August 2012 - Present
Mahogany Black   February 2012 - Present
Global Evaluation and Applied Research Solutions   June 2012 - January 2013
Ethnic Expressions  May 2004 - December 2011
Office Team  September 2011 - November 2011
Nutricia North America  May 2011 - August 2011
Westat  January 2009 - January 2010
Fidelity Investments  January 2001 - December 2008
Fidelity Family Office Services   January 2001 - December 2008

Skills
Art, Outlook, PowerPoint, Microsoft Word, Customer Service, Lotus Notes, Marketing, Microsoft Excel, Spreadsheets, Microsoft Office, Project Management, Sales, Budget, Access, Fundraising, Newsletters, Event Planning, Adobe Acrobat, Social Media, Project Planning, Team Building, Administrative..., Research, Event Management, Editing, QuickBooks, Team Leadership, Leadership, Public Speaking, Strategic Planning, Photoshop, Visio, Office Management, Healthcare, Inventory Management, Time Management, Budgets, Training, Social Networking, Program Management, Human Resources, Management

Education
The George Washington University   2010 — 2011
Masters of Fine Arts, Interior Design

Lesley University   2005 — 2008
Graduate, American Studies

West Roxbury High School   1983 — 1987
HS Diploma, College

Chris Maescher Chris Maescher Greater Boston Area Details
Chris Maescher's Fidelity Family Office Services Experience March 2014 - Present
Job Director at Fidelity Prime Services
Industry Financial Services
Experience
Fidelity Family Office Services   March 2014 - Present
Fidelity Investments  February 2007 - Present
National Financial Project Management   August 2004 - February 2007
Fidelity Brokerage Company  January 2003 - August 2004
Fidelity Brokerage Company  October 2000 - January 2003
Wells Fargo Home Mortgage  February 1999 - July 2000
COLUMBIA NATIONAL MORTGAGE INC   January 1998 - February 1999
BROWN BROTHERS HARRIMAN & CO  March 1996 - January 1998
Brown Brothers Harriman & Co.   October 1994 - March 1996
CHASE MANHATTAN PFS   September 1992 - August 1994

Education
New England College   1988 — 1992
Bachelor of Science, Business Administration; Management

Nicole Venuti Nicole Venuti Greater Boston Area Details
Nicole Venuti's Fidelity Family Office Services Experience August 2014 - Present
Job at
Industry Financial Services
Experience
Fidelity Family Office Services   August 2014 - Present
Fidelity Capital Markets  December 2012 - August 2014
Commonwealth Financial Network  December 2007 - December 2012
Abt Associates  February 2007 - December 2007

Skills
Data Analysis, Financial Services, Project Management, Equities, Analysis, Microsoft Office, PowerPoint, Finance, Mutual Funds, Research, Management, Customer Service, Microsoft Excel, Access, Microsoft Word, Insurance

Education
Boston University   2005 — 2006
MA, Psychology

University of Massachusetts, Amherst   1999 — 2003
Bachelor's degree, Kinesiology and Exercise Science

William Connell William Connell Greater Boston Area Details
William Connell's Fidelity Family Office Services Experience 2005 - 2006
Job Client Service Manager at Canby Financial Advisors
Industry Investment Management
Experience
Canby Financial Advisors   2012 - Present
Fidelity Institutional Wealth Services  July 2009 - March 2012
Fidelity Investments  July 2006 - November 2008
Fidelity Family Office Services   2005 - 2006
Pioneer Investments  1999 - 2000

Skills
Financial Services, Business Analysis, Equities, Business Requirements, SDLC, Portfolio Management, Trading, Fixed Income, Mutual Funds, Requirements Gathering, Asset Managment, Requirements Analysis, Visio, Software Project..., Series 7

Education
Boston University   2009 — 2010
Certificate, Financial Planning

Suffolk University - Sawyer Business School   2007 — 2009
Master's Degree, Finance

Suffolk University - Sawyer Business School   1993 — 1998
Master of Business Administration (M.B.A.), Computer and Information Sciences, General

Stonehill College   1987 — 1991
BS, Economics

Pete Pekar Pete Pekar Greater Boston Area Details
Pete Pekar's Fidelity Family Office Services Experience 2004 - Present
Job VP Technology at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  VPFidelity Family Office Services
Fidelity Family Office Services   2004 - Present
Art Plus Technology Inc.   1990 - 2007
American Express  1982 - 1990

Skills
Business Analysis, Process Improvement, Vendor Management, SDLC, Product Management, Requirements Analysis, Program Management, Software Project..., PMP, Agile Methodologies, IT Strategy, Enterprise Architecture

Education
Boston College   1978 — 1980
BA, Business Management

Northeastern University   1972 — 1974
EE

Boris Gitlin Boris Gitlin Greater Boston Area Details
Boris Gitlin's Fidelity Family Office Services Experience May 2006 - July 2012
Job Director, Systems & Business Analysis at Institutional Wealth Services & Fidelity Family Office Services Technology
Industry Financial Services
Experience
Fidelity Investments  July 2012 - Present
Fidelity Investments  2005 - Present
Fidelity Family Office Services   May 2006 - July 2012
DST International  August 2000 - June 2006
State Street  January 1999 - August 2000

Skills
SDLC, Business Analysis, Integration, Agile Methodologies, Analysis, Strategy, Portfolio Management, Testing, Databases, Fixed Income, Equities, Systems Analysis, Management, Financial Services, Investments

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1997 — 2000
MBA in Finance, Finance, Accounting

Brandeis University   1993 — 1997
BS in Chemistry, Organic Chemistry, Inorganic Chemistry, Synthetics & Pharmacy, Economics, Finance

Heather Gilker Heather Gilker Dallas/Fort Worth Area Details
Heather Gilker's Fidelity Family Office Services Experience April 2011 - Present
Job at Fidelity Family Office Services
Industry Financial Services
Experience
Fidelity Family Office Services   April 2011 - Present
Texas Hedge Fund Association   September 2010 - December 2013
GSG Capital, LLC   2007 - 2010
Carlson Capital  2004 - 2007
Ranger Capital Group  2001 - 2004
Opus Advisors, LP   2000 - 2001
Rainbow Trading Corporation   1993 - 2000

Skills
Family Office Formation..., Hedge Funds, Women and Investments, Private Equity, Equities, Portfolio Management, Wealth Management, Alternative Investments, Financial Services, Entrepreneurship, Asset Management, Fund Of Funds, Capital Markets, Trading, Investment Management, Due Diligence

Education
Southern Methodist University
BBA, Business, Minors: Economics, French

Southern Methodist University - Cox School of Business
BBA, Finance, Minors: Economics and French

Ian Langley Ian Langley Dallas/Fort Worth Area Details
Ian Langley's Fidelity Family Office Services Experience 2005 - 2007
Job VP Architecture at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  July 2012 - Present
Fidelity  ArchitectFidelity Investments1994 - October 2011
Fidelity Family Office Services   2005 - 2007

Education
University of Newcastle   1983 — 1987
bachelor of Mathematics

University of Sydney   1983 — 1986

Danielle Lai (Capalbo) Danielle Lai (Capalbo) Greater Boston Area Details
Danielle Lai (Capalbo)'s Fidelity Family Office Services Experience April 1994 - June 2008
Job Solution Manager Cloud Computing & IT Outsourcing
Industry Information Technology and Services
Experience
Oracle Corporation  December 2011 - Present
Dana Farber / Harvard Cancer Center   2009 - 2011
Fidelity Family Office Services   April 1994 - June 2008

Skills
Business Analysis, Cross-functional Team..., Requirements Analysis, Project Management, Program Management, Healthcare Information..., Integration, Change Management

Education
Jack Welch Management Institute
Executive MBA - Candidate, Business Administration and Management, General

University of Pennsylvania
BS, Applied Engineering

Wharton School, University of Pennsylvania
Executive Education Program, Foster an Innovative Culture

Quality & Productivity
Lean Six Sigma Black Belt

Sheryl Koepke Sheryl Koepke Greater Boston Area Details
Sheryl Koepke's Fidelity Family Office Services Experience June 2012 - Present
Job Vice President at Fidelity Family Office Services
Industry Financial Services
Experience
Fidelity Family Office Services   June 2012 - Present
Fidelity Investments  2002 - 2012
Fidelity Investments  1995 - 2002
Kidder Peabody  April 1993 - November 1994
Kemper Securities  1992 - 1993
Merrill Lynch  September 1984 - July 1991

Skills
Fixed Income, Alternative Investments, Securities, Market Data, Retirement, Equity Trading, Series 24, Equities, Electronic Trading, Hedge Funds, Trading Systems, Bonds

Education
Columbia University Graduate School of Business   1983 — 1984
MBA, Finance

University of Michigan   1979 — 1983
BA with "highest distinction" (summa cum laude), Psychology

Brian C. Donovan Brian C. Donovan Greater Boston Area Details
Brian C. Donovan's Fidelity Family Office Services Experience June 2004 - January 2008
Job Global Investments Product Leader at Mercer Investments
Industry Financial Services
Experience
Mercer Investments  May 2014 - Present
Pyramis Global Advisors  July 2008 - April 2014
Fidelity Worldwide Investment  January 2008 - July 2008
Fidelity Family Office Services   June 2004 - January 2008
Fidelity Strategic New Business Development   July 1999 - May 2004
Fidelity Group Pensions International   January 1995 - June 1999
Fidelity Worldwide Investment  November 1993 - October 1995
Fidelity Investments  June 1983 - October 1993

Skills
Financial Services, Mutual Funds, Wealth Management, Institutional..., Strategy, Investments, Global Product..., International Business..., Alternative Investments, Pensions, Leadership, Series 7, CRM

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1989 — 1994
MBA, Finance

Northeastern University   1978 — 1983
BS, Criminal Justice

Laura Hutchinson Laura Hutchinson Greater Boston Area Details
Laura Hutchinson's Fidelity Family Office Services Experience April 2006 - July 2008
Job Senior Director, North America Marketing Strategy & Insights
Industry Consumer Services
Experience
Vistaprint  June 2013 - Present
Circles  August 2008 - April 2012
Fidelity Family Office Services   April 2006 - July 2008
Fidelity Investments  May 2005 - April 2006
Circles  2002 - 2005
Mercer Management Consulting  2000 - 2002
Mitchell Madison Group  1999 - 1999
Dialog Bank, Moscow Russia   1997 - 1998
Credit Suisse First Boston, Moscow Russia   1996 - 1997

Skills
Strategy, Marketing Strategy, Segmentation, Marketing, Product Development, Strategic Partnerships, Competitive Analysis, Start-ups, Analytics, Business Strategy, Product Management, Strategic Planning, Cross-functional Team..., E-commerce, Product Marketing, CRM, Business Development, Market Research, Digital Marketing, Email Marketing

Education
The Tuck School of Business at Dartmouth   1998 — 2000
MBA

Duke University   1991 — 1995
BA

Pamela Penna Pamela Penna Greater Boston Area Details
Pamela Penna's Fidelity Family Office Services Experience January 2005 - August 2009
Job Senior Quality Assurance Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  September 2010 - Present
Fidelity Family Office Services   January 2005 - August 2009
Fidelity Investments  February 2001 - January 2005
Fidelity Investments  January 2000 - February 2001
Fidelity Investments  May 1995 - January 2000
Putnam Investments  October 1989 - May 1995
COMPUTER TASK GROUP, INC  June 1987 - October 1989

Education
Bentley University
BS;AS, Computer Information Systems; Accountancy

Jim Neri Jim Neri Cary, North Carolina Details
Jim Neri's Fidelity Family Office Services Experience 2003 - 2007
Job QA Test Lead at Veritude
Industry Consumer Services
Experience
Veritude  February 2015 - Present
Green Energy Consultants, INC   March 2009 - December 2014
Pro Energy Consultants  April 2009 - March 2011
Fidelity Investments  April 2006 - October 2008
Fidelity Investments  March 1994 - October 2008
Fidelity Family Office Services   2003 - 2007
Fidelity Investments - Brokerage Systems   1994 - 2004

Skills
Software Development, Visio, Program Management, Software Project..., Business Analysis, Agile Methodologies, Requirements Analysis, Management, SDLC, Vendor Management, Quality Assurance, Project Management, Process Improvement, Project Portfolio..., Requirements Gathering

Education
Hawthorne College   1976 — 1978
BS, Bus and Behavoral Sci

St. Petersburg College   1973 — 1975
AA, Liberal Arts

Nora Bourgoin Nora Bourgoin Greater Boston Area Details
Nora Bourgoin's Fidelity Family Office Services Experience 2004 - 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
Fidelity Family Office Services (FFOS)   2004 - 2008
Fidelity Family Office Services   2004 - 2008
Fidelity Investments  1993 - 2008
First Data Corporation  1989 - 1993
American Express Information Services/FDC   1989 - 1993
The Boston Company, First Data   1988 - 1993
BFDS  1985 - 1988

Skills
Mutual Funds, Investments, Vendor Management, Business Analysis, SDLC, Risk Management, Financial Services

Education
University of Massachusetts Boston

Elaine Bush Beggan Elaine Bush Beggan Greater Boston Area Details
Elaine Bush Beggan's Fidelity Family Office Services Experience 2006 - 2008
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Capital Markets  2008 - Present
Fidelity Family Office Services   2006 - 2008
Fidelity Investments  1996 - 2006
Verizon (formerly GTE)   1987 - 1996
GTE  1986 - 1989

Education
Siena College
BBA, Accounting

Jessica Courtney Jessica Courtney Boston, Massachusetts Details
Jessica Courtney's Fidelity Family Office Services Experience June 2014 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Family Office Services   June 2014 - Present
Deutsche Bank Securities  January 2008 - May 2014
Roney Capital Management   July 2005 - January 2008

Skills
Series 7, Series 63, Wealth Management, Asset Allocation, Investment Management, Bloomberg, Fixed Income, Alternative Investments, Hedge Funds, Mutual Funds, Investments, Relationship Management, Separately Managed..., Securities, Equities

Education
Gettysburg College   2001 — 2005

Thayer Academy   1997 — 2001

Jeffrey Holden Jeffrey Holden Charlotte, North Carolina Area Details
Jeffrey Holden's Fidelity Family Office Services Experience March 2008 - January 2011
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

George Lynch George Lynch Greater Boston Area Details
George Lynch's Fidelity Family Office Services Experience October 2004 - August 2008
Job Senior Vice President, Institutional Business Development & Consultant Relations
Industry Financial Services
Experience
Pioneer Investments  August 2008 - Present
Fidelity Family Office Services   October 2004 - August 2008
Fidelity Investments  August 2000 - October 2004
MuniAuction   February 2000 - June 2000
Fidelity Investments  April 1996 - February 2000

Skills
Business Development, Asset Allocation, Alternative Investments, Hedge Funds, Institutional, Institutional Sales, Investments, Pension Funds, Series 7

Education
Boston College   1988 — 1992
BA, Economics

Belmont Hill School   1981 — 1988