Fidelity Family Office Services
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Fidelity Family Office Services Employees
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
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
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
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)
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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