Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Bathan Rountree Bathan Rountree's Fidelity Investments Experience July 2012 - Present
Job Senior Systems & Support Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
fidelity investments 1998 - 2011
Skills
Vendor Management, Disaster Recovery, Process Improvement, ITIL, Business Analysis, Software Documentation, Incident Management, SharePoint, SDLC, Visio, Microsoft Office, Requirements Analysis, Strategic Planning, Call Center, IT Service Management, Windows 7, Crisis Management, Action Plan Creation
Education
Dallas Christian College 2006 — 2008
Bachelor of Science (BS), Management & Ethics
Farmingdale State University of New York
Computer Science
Tarrant County College
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Fidelity Investments July 2012 - Present
fidelity investments 1998 - 2011
Skills
Vendor Management, Disaster Recovery, Process Improvement, ITIL, Business Analysis, Software Documentation, Incident Management, SharePoint, SDLC, Visio, Microsoft Office, Requirements Analysis, Strategic Planning, Call Center, IT Service Management, Windows 7, Crisis Management, Action Plan Creation
Education
Dallas Christian College 2006 — 2008
Bachelor of Science (BS), Management & Ethics
Farmingdale State University of New York
Computer Science
Tarrant County College
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Anthony Solomita Anthony Solomita's Fidelity Investments Experience June 2013 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Citi February 2007 - June 2013
Skills
Finance, Banking, Retail Banking, Cash Management, Financial Services, Operations, Cross Selling, Investments
Education
Farmingdale State University of New York 2011 — 2013
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services, 3.48 GPA
Suffolk County Community College
Associate's degree, General Studies
Fidelity Investments June 2013 - Present
Citi February 2007 - June 2013
Skills
Finance, Banking, Retail Banking, Cash Management, Financial Services, Operations, Cross Selling, Investments
Education
Farmingdale State University of New York 2011 — 2013
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services, 3.48 GPA
Suffolk County Community College
Associate's degree, General Studies
Steven Ruffini Steven Ruffini's Fidelity Investments Experience January 2003 - January 2005
Job Sales Vice President
Industry Insurance
Experience
Highland Capital Brokerage November 2011 - Present
AIM Systems, Inc. August 2008 - November 2011
AIG American General 2006 - 2008
Fidelity Investments January 2003 - January 2005
John Hancock 2000 - 2002
Security First Group 1998 - 2001
Skills
Estate Planning, Life Insurance, Insurance, Sales, Series 7, Strategic Planning, Leadership, Business Planning, Retirement, Team Building, Financial Analysis, Fixed Annuities, Mutual Funds, Retirement Planning
Education
Ferris State University 1980 — 1982
BS, Business
Highland Capital Brokerage November 2011 - Present
AIM Systems, Inc. August 2008 - November 2011
AIG American General 2006 - 2008
Fidelity Investments January 2003 - January 2005
John Hancock 2000 - 2002
Security First Group 1998 - 2001
Skills
Estate Planning, Life Insurance, Insurance, Sales, Series 7, Strategic Planning, Leadership, Business Planning, Retirement, Team Building, Financial Analysis, Fixed Annuities, Mutual Funds, Retirement Planning
Education
Ferris State University 1980 — 1982
BS, Business
Shanae Hatchett's Fidelity Investments Experience September 2014 - Present
Job Performance Reporting Representative I at Fidelity Investments
Industry Public Relations and Communications
Experience
Fidelity Investments September 2014 - Present
Rent The Runway August 2013 - March 2014
KarenCivil.Com September 2013 - February 2014
Fidelity Investments June 2013 - August 2013
Essex County Tax Board December 2011 - May 2013
IMG - Mercedes Benz Fashion Week S/S ‘13, 2012 September 2012 - September 2012
Fidelity Investments May 2012 - August 2012
Essex County Tax Board May 2011 - January 2012
Skills
Social Media, Blogging, Photoshop, Press Releases, Wordpress, Advertising, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Teamwork, Event Planning, Public Speaking, Organization, Patience, Leadership, Facebook, WordPress
Education
Hampton University 2010 — 2014
B.A, English Arts
Immaculate Conception High School 2006 — 2010
Fashion Institute of Technology 2009 — 2009
Certificate, Media Marketing and Public Relations
Fashion Institute of Technology 2008 — 2008
Certificate in Fabric Styling
Fidelity Investments September 2014 - Present
Rent The Runway August 2013 - March 2014
KarenCivil.Com September 2013 - February 2014
Fidelity Investments June 2013 - August 2013
Essex County Tax Board December 2011 - May 2013
IMG - Mercedes Benz Fashion Week S/S ‘13, 2012 September 2012 - September 2012
Fidelity Investments May 2012 - August 2012
Essex County Tax Board May 2011 - January 2012
Skills
Social Media, Blogging, Photoshop, Press Releases, Wordpress, Advertising, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Teamwork, Event Planning, Public Speaking, Organization, Patience, Leadership, Facebook, WordPress
Education
Hampton University 2010 — 2014
B.A, English Arts
Immaculate Conception High School 2006 — 2010
Fashion Institute of Technology 2009 — 2009
Certificate, Media Marketing and Public Relations
Fashion Institute of Technology 2008 — 2008
Certificate in Fabric Styling
Jessica Titus Jessica Titus's Fidelity Investments Experience March 2008 - August 2008
Job Personal Banker
Industry Banking
Experience
Pleasant Grove Church December 2014 - Present
Bank of America June 2014 - October 2014
Geek Squad May 2013 - April 2014
Best Buy October 2012 - May 2013
CVS Caremark Corporation November 2008 - February 2009
Dress Barn September 2008 - November 2008
Fidelity Investments March 2008 - August 2008
Staples June 2008 - July 2008
Verizon Wireless July 2004 - November 2007
Skills
Customer Service, Customer Satisfaction, Customer Experience, Retail, Time Management, Inventory Management, Microsoft Office, Data Entry, Computer Hardware, Merchandising, Call Centers, Sales, Cashiering, Retail Sales
Education
Farmingdale State University of New York 2003 — 2005
Pleasant Grove Church December 2014 - Present
Bank of America June 2014 - October 2014
Geek Squad May 2013 - April 2014
Best Buy October 2012 - May 2013
CVS Caremark Corporation November 2008 - February 2009
Dress Barn September 2008 - November 2008
Fidelity Investments March 2008 - August 2008
Staples June 2008 - July 2008
Verizon Wireless July 2004 - November 2007
Skills
Customer Service, Customer Satisfaction, Customer Experience, Retail, Time Management, Inventory Management, Microsoft Office, Data Entry, Computer Hardware, Merchandising, Call Centers, Sales, Cashiering, Retail Sales
Education
Farmingdale State University of New York 2003 — 2005
Dan Kole Dan Kole's Fidelity Investments Experience 2010 - September 2012
Job Managing Director at The Besen Group
Industry Investment Management
Experience
The Besen Group September 2013 - Present
SANTANDER INVESTMENT SECURITIES September 2012 - September 2013
Fidelity Investments 2010 - September 2012
Merrill Lynch 2008 - 2010
Wachovia Securities Financial Network 2002 - 2008
Paine Webber 1998 - 1999
Skills
English, Research, Strategic Planning, Budgets, Investments, Portfolio Management, Finance, Financial Planning, Mutual Funds, Business Planning, Management, Training, Bonds, Investment Management, Hedge Funds, Retirement, Fixed Annuities, Small Business, Life Insurance, Asset Management, Investment Properties, Real Estate, Real Estate Transactions, Referrals, Strategic Financial...
Education
Fairleigh Dickinson University
Certified Financial Planner Program
Western Maryland College
Business Finance
The Besen Group September 2013 - Present
SANTANDER INVESTMENT SECURITIES September 2012 - September 2013
Fidelity Investments 2010 - September 2012
Merrill Lynch 2008 - 2010
Wachovia Securities Financial Network 2002 - 2008
Paine Webber 1998 - 1999
Skills
English, Research, Strategic Planning, Budgets, Investments, Portfolio Management, Finance, Financial Planning, Mutual Funds, Business Planning, Management, Training, Bonds, Investment Management, Hedge Funds, Retirement, Fixed Annuities, Small Business, Life Insurance, Asset Management, Investment Properties, Real Estate, Real Estate Transactions, Referrals, Strategic Financial...
Education
Fairleigh Dickinson University
Certified Financial Planner Program
Western Maryland College
Business Finance
Monica Elston Monica Elston's Fidelity Investments Experience April 2012 - December 2012
Job IT Service Desk Analyst at HCL Technologies
Industry Information Technology and Services
Experience
HCL Technologies July 2014 - December 2014
Lulujr.com/Greer Personel May 2014 - July 2014
Xerox July 2013 - September 2013
Fidelity Investments April 2012 - December 2012
RTI International January 2012 - March 2012
Wake Chapel Church/ The Life Enrichment Center October 2010 - September 2011
The Benefit Bank of NC July 2010 - October 2010
Durham County Public Schools/AmeriCorps October 2009 - May 2010
North Carolina Central University January 2009 - May 2009
Skills
Helpdesk, Customer Service, SalesForce CRM system, MS Outlook account..., virtual private network..., Active Directory, SAP, Java, Citrix applications, Records Management, Cisco applications, Public Speaking, Policy, Research, Leadership, Access, Medical Terminology, Acting, Team Building, Workshop Facilitation, Customer Support, Non-profits, Student Affairs, Photography, Classroom Management, Historical Research, Highly detail oriented, Directing, IT Troubleshooting, Event Planning, Microsoft Excel, Strategic Planning, Microsoft Office, Training, Social Media, PowerPoint, Troubleshooting, CRM
Education
North Carolina State University 2015 — 2015
Comptia A+, Certificate
North Carolina Central University 2008 — 2010
Middle School Teacher Certification, 3.2
Fayetteville State University 2003 — 2007
BA, History, 2.6
Broughton Sr High 1983 — 1986
Hs Diploma, General
HCL Technologies July 2014 - December 2014
Lulujr.com/Greer Personel May 2014 - July 2014
Xerox July 2013 - September 2013
Fidelity Investments April 2012 - December 2012
RTI International January 2012 - March 2012
Wake Chapel Church/ The Life Enrichment Center October 2010 - September 2011
The Benefit Bank of NC July 2010 - October 2010
Durham County Public Schools/AmeriCorps October 2009 - May 2010
North Carolina Central University January 2009 - May 2009
Skills
Helpdesk, Customer Service, SalesForce CRM system, MS Outlook account..., virtual private network..., Active Directory, SAP, Java, Citrix applications, Records Management, Cisco applications, Public Speaking, Policy, Research, Leadership, Access, Medical Terminology, Acting, Team Building, Workshop Facilitation, Customer Support, Non-profits, Student Affairs, Photography, Classroom Management, Historical Research, Highly detail oriented, Directing, IT Troubleshooting, Event Planning, Microsoft Excel, Strategic Planning, Microsoft Office, Training, Social Media, PowerPoint, Troubleshooting, CRM
Education
North Carolina State University 2015 — 2015
Comptia A+, Certificate
North Carolina Central University 2008 — 2010
Middle School Teacher Certification, 3.2
Fayetteville State University 2003 — 2007
BA, History, 2.6
Broughton Sr High 1983 — 1986
Hs Diploma, General
Andrew Kwak's Fidelity Investments Experience November 2009 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2009 - Present
Capital One Financial May 2008 - October 2009
Education
Boston University
Master of Science (M.S.), Management
First Coast Technical College 2014 — 2014
Emergency Medical Technology/Technician (EMT-Basic)
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor's, Criminal Justice
Fidelity Investments November 2009 - Present
Capital One Financial May 2008 - October 2009
Education
Boston University
Master of Science (M.S.), Management
First Coast Technical College 2014 — 2014
Emergency Medical Technology/Technician (EMT-Basic)
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor's, Criminal Justice
Ravindra B. Sutar's Fidelity Investments Experience November 2012 - December 2013
Job Data Quality Data Governance Product Specialist
Industry Information Technology and Services
Experience
Dun and Bradstreet June 2014 - December 2014
Fidelity Investments November 2012 - December 2013
Nomura Securities January 2009 - December 2012
Citigroup September 2007 - June 2009
Capital One 2005 - 2007
Patni Computer Systems 2001 - 2004
Infoworld 1998 - 2000
Skills
Agile Methodologies, Data Analysis, Market Data, PL/SQL, Requirements Analysis, Requirements Gathering, Six Sigma, Integration, Business Analysis, Oracle, SDLC, SQL, Software Project..., Business Intelligence
Education
Fergusson College 1992 — 1997
Master of Science, Physics
Sainik School Satara
Dun and Bradstreet June 2014 - December 2014
Fidelity Investments November 2012 - December 2013
Nomura Securities January 2009 - December 2012
Citigroup September 2007 - June 2009
Capital One 2005 - 2007
Patni Computer Systems 2001 - 2004
Infoworld 1998 - 2000
Skills
Agile Methodologies, Data Analysis, Market Data, PL/SQL, Requirements Analysis, Requirements Gathering, Six Sigma, Integration, Business Analysis, Oracle, SDLC, SQL, Software Project..., Business Intelligence
Education
Fergusson College 1992 — 1997
Master of Science, Physics
Sainik School Satara
Robert Cappadora Robert Cappadora's Fidelity Investments Experience December 2014 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments December 2013 - December 2014
National Securities May 2013 - August 2013
Volunteer Income Tax Assistance (VITA) Program December 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Public Speaking, Windows, Team Leadership, Bonds, Relationship Management, Sales, Financial Analysis, Series 7, Equities, Market Analysis, Series 63, Brokers, Finance
Education
Farmingdale State University of New York 2011 — 2013
Bachelor of Science (BS), Business Management, Minor: Economics, 3.91 GPA
Fidelity Investments December 2014 - Present
Fidelity Investments December 2013 - December 2014
National Securities May 2013 - August 2013
Volunteer Income Tax Assistance (VITA) Program December 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Public Speaking, Windows, Team Leadership, Bonds, Relationship Management, Sales, Financial Analysis, Series 7, Equities, Market Analysis, Series 63, Brokers, Finance
Education
Farmingdale State University of New York 2011 — 2013
Bachelor of Science (BS), Business Management, Minor: Economics, 3.91 GPA
Jay Santos Jay Santos's Fidelity Investments Experience June 2015 - Present
Job Director Software Engineering at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments November 2005 - May 2015
Fidelity Investments March 2004 - October 2005
Fidelity Investments April 1998 - February 2004
PwC 1993 - 1996
PwC 1993 - 1996
CIGNA 1985 - 1989
Skills
SDLC, Process Improvement, Vendor Management, Requirements Analysis, Software Project..., Agile Methodologies, Program Management, Business Analysis, PMO, Integration, PMP, Visio, Project Portfolio..., Agile Project Management
Education
Fairfield University 1981 — 1985
Bachelor of Science (BS), Mathematics and Computer Science
Fidelity Investments June 2015 - Present
Fidelity Investments November 2005 - May 2015
Fidelity Investments March 2004 - October 2005
Fidelity Investments April 1998 - February 2004
PwC 1993 - 1996
PwC 1993 - 1996
CIGNA 1985 - 1989
Skills
SDLC, Process Improvement, Vendor Management, Requirements Analysis, Software Project..., Agile Methodologies, Program Management, Business Analysis, PMO, Integration, PMP, Visio, Project Portfolio..., Agile Project Management
Education
Fairfield University 1981 — 1985
Bachelor of Science (BS), Mathematics and Computer Science
Sean Duggan Sean Duggan's Fidelity Investments Experience May 2013 - Present
Job Technical Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Fidelity Investments May 2012 - August 2012
Skills
Cloud Computing, Customer Service, Customer Engagement, Customer Support, Cloud Marketing, Community Development, Communication Skills, Databases, Microsoft Excel, Microsoft Office
Education
Fairfield University 2011 — 2015
Currently Enrolled, Finance and Information Systems, Junior
Fidelity Investments May 2013 - Present
Fidelity Investments May 2012 - August 2012
Skills
Cloud Computing, Customer Service, Customer Engagement, Customer Support, Cloud Marketing, Community Development, Communication Skills, Databases, Microsoft Excel, Microsoft Office
Education
Fairfield University 2011 — 2015
Currently Enrolled, Finance and Information Systems, Junior
Jo-Ann Mottola's Fidelity Investments Experience November 1980 - September 2010
Job Open for new opportunity
Industry Information Technology and Services
Experience
Open for Opportunities June 2015 - Present
East Boston Savings Bank September 2011 - June 2015
Danversbank October 2010 - September 2011
Fidelity Investments November 1980 - September 2010
Fidelity Investments January 1995 - January 1999
Fidelity Investments January 1990 - January 1995
Fidelity Investments January 1985 - January 1990
Fidelity Investments January 1980 - January 1985
Skills
Risk Management, Security, Information Security, Management, Project Management, Vendor Management, Leadership, Information Technology, Disaster Recovery, Business Analysis, ITIL, Access, Information Security..., SDLC, IT Operations, Customer Support, Technical Support, Enterprise Software, Training, Business Continuity, Operations Management, IT Strategy, Team Building, Program Management, Team Management, Financial Services, Change Management, IT Management, Strategic Planning, Process Improvement, Financial Risk, CRM, Banking, Governance, IT Audit, Infrastructure, Vulnerability Management, CISSP, Incident Management, Project Portfolio..., Data Center, IT Risk Management, data loss prevention, Risk Assessment, Social Engineering, Penetration Testing, Six Sigma, Identity Management
Education
Fisher College 1978 — 1980
Assoc business administrations, Business Administration
Open for Opportunities June 2015 - Present
East Boston Savings Bank September 2011 - June 2015
Danversbank October 2010 - September 2011
Fidelity Investments November 1980 - September 2010
Fidelity Investments January 1995 - January 1999
Fidelity Investments January 1990 - January 1995
Fidelity Investments January 1985 - January 1990
Fidelity Investments January 1980 - January 1985
Skills
Risk Management, Security, Information Security, Management, Project Management, Vendor Management, Leadership, Information Technology, Disaster Recovery, Business Analysis, ITIL, Access, Information Security..., SDLC, IT Operations, Customer Support, Technical Support, Enterprise Software, Training, Business Continuity, Operations Management, IT Strategy, Team Building, Program Management, Team Management, Financial Services, Change Management, IT Management, Strategic Planning, Process Improvement, Financial Risk, CRM, Banking, Governance, IT Audit, Infrastructure, Vulnerability Management, CISSP, Incident Management, Project Portfolio..., Data Center, IT Risk Management, data loss prevention, Risk Assessment, Social Engineering, Penetration Testing, Six Sigma, Identity Management
Education
Fisher College 1978 — 1980
Assoc business administrations, Business Administration
Natalie Chlan Natalie Chlan's Fidelity Investments Experience June 2012 - August 2012
Job Digital Strategist at Omnicom Media Group
Industry Marketing and Advertising
Experience
Omnicom Media Group June 2015 - Present
Omnicom Media Group August 2014 - June 2015
TBA Global January 2014 - April 2014
RKG Rimm-Kaufman Group May 2013 - December 2013
Fidelity Investments June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Social Media, Facebook, Microsoft Word, Prezi, Public Speaking, Writing, Marketing, Digital Marketing
Education
Fairfield University 2012 — 2014
Bachelor's degree, Communication and Media Studies, Junior
Miami University 2010 — 2012
Wellesley High School 2006 — 2010
Omnicom Media Group June 2015 - Present
Omnicom Media Group August 2014 - June 2015
TBA Global January 2014 - April 2014
RKG Rimm-Kaufman Group May 2013 - December 2013
Fidelity Investments June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Social Media, Facebook, Microsoft Word, Prezi, Public Speaking, Writing, Marketing, Digital Marketing
Education
Fairfield University 2012 — 2014
Bachelor's degree, Communication and Media Studies, Junior
Miami University 2010 — 2012
Wellesley High School 2006 — 2010
Joe Dailey, CFP® Joe Dailey, CFP®'s Fidelity Investments Experience February 2007 - April 2010
Job Director of Investment Planning at SJA Financial Advisory, LLC
Industry Investment Management
Experience
SJA Financial Advisory, LLC April 2010 - Present
Fidelity Investments February 2007 - April 2010
Strong Investments 1999 - 2004
Skills
Financial Advisory
Education
Fairfield University 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Pope John XXIII H.S. in Sparta, NJ
SJA Financial Advisory, LLC April 2010 - Present
Fidelity Investments February 2007 - April 2010
Strong Investments 1999 - 2004
Skills
Financial Advisory
Education
Fairfield University 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Pope John XXIII H.S. in Sparta, NJ
Libby Baldwin, CFP® Libby Baldwin, CFP®'s Fidelity Investments Experience March 2008 - January 2012
Job Planned Giving Representative at The Salvation Army
Industry Nonprofit Organization Management
Experience
The Salvation Army November 2012 - Present
Fidelity Investments March 2008 - January 2012
General Electric March 1999 - March 2002
Sprint February 1992 - February 1999
Skills
Retirement Planning, Public Speaking, Volunteer Management, Financial Services, Wealth Management, Leadership, Management, Strategic Financial..., Series 63
Education
University of Virginia
BA, Art History
Fordham Gabelli School of Business 1992 — 1996
MBA, Finance
Fairleigh Dickinson University 2007 — 2009
CFP, Certified Financial Planning
The Salvation Army November 2012 - Present
Fidelity Investments March 2008 - January 2012
General Electric March 1999 - March 2002
Sprint February 1992 - February 1999
Skills
Retirement Planning, Public Speaking, Volunteer Management, Financial Services, Wealth Management, Leadership, Management, Strategic Financial..., Series 63
Education
University of Virginia
BA, Art History
Fordham Gabelli School of Business 1992 — 1996
MBA, Finance
Fairleigh Dickinson University 2007 — 2009
CFP, Certified Financial Planning
Gary Simmerman's Fidelity Investments Experience 2009 - Present
Job VP, Business Manager, Financial & Wealth Planning
Industry Investment Management
Experience
Fidelity Investments 2009 - Present
Fidelity Investments 2007 - 2008
Fidelity Investments 2006 - 2007
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 2000 - 2000
Fidelity Investments 1996 - 1999
Epsilon Data Management, Inc. 1994 - 1996
Lederle Laboratories Division, American Cyanamid Company 1993 - 1994
Lederle Laboratories Division, American Cyanamid Company 1986 - 1992
Skills
Program Management, Business Analysis, Strategy, Management, Project Management, CRM, Business Planning, Project Planning, Investments, Vendor Management
Education
Fairleigh Dickinson University 1990 — 1993
MBA, Management
New York University 1987 — 1990
MPS, Interactive Telecommunications
Lock Haven University of Pennsylvania 1979 — 1984
BS, Computer Science
Fidelity Investments 2009 - Present
Fidelity Investments 2007 - 2008
Fidelity Investments 2006 - 2007
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 2000 - 2000
Fidelity Investments 1996 - 1999
Epsilon Data Management, Inc. 1994 - 1996
Lederle Laboratories Division, American Cyanamid Company 1993 - 1994
Lederle Laboratories Division, American Cyanamid Company 1986 - 1992
Skills
Program Management, Business Analysis, Strategy, Management, Project Management, CRM, Business Planning, Project Planning, Investments, Vendor Management
Education
Fairleigh Dickinson University 1990 — 1993
MBA, Management
New York University 1987 — 1990
MPS, Interactive Telecommunications
Lock Haven University of Pennsylvania 1979 — 1984
BS, Computer Science
Nicholas LoPresti Nicholas LoPresti's Fidelity Investments Experience August 2012 - May 2013
Job Finacial Service Representative
Industry Higher Education
Experience
Academy Sports + Outdoors November 2013 - May 2014
Fidelity Investments August 2012 - May 2013
Fairfield University September 2008 - May 2012
E*Trade Financial Corporation May 2011 - August 2011
Skills
PowerPoint, Facebook, Microsoft Excel, Microsoft Word, Social Media, Microsoft Office, SQL, Trading, Retirement Planning, Training, Management, Marketing
Education
Fairfield University 2008 — 2012
BS, Marketing, Management
Fairfield University 2008 — 2012
B.S. in Marketing and Management, Marketing; Operations Management and Information Systems
Academy Sports + Outdoors November 2013 - May 2014
Fidelity Investments August 2012 - May 2013
Fairfield University September 2008 - May 2012
E*Trade Financial Corporation May 2011 - August 2011
Skills
PowerPoint, Facebook, Microsoft Excel, Microsoft Word, Social Media, Microsoft Office, SQL, Trading, Retirement Planning, Training, Management, Marketing
Education
Fairfield University 2008 — 2012
BS, Marketing, Management
Fairfield University 2008 — 2012
B.S. in Marketing and Management, Marketing; Operations Management and Information Systems
Hernando Paredes, CFP®'s Fidelity Investments Experience April 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments April 2013 - April 2015
T. Rowe Price July 2011 - April 2013
T.Rowe Price January 2008 - July 2011
Ameriprise Financial April 2005 - December 2007
Inprax Performance Resources May 2004 - February 2005
Skills
Investments, Wealth Management, Retirement Planning, Financial Planning, Series 7, Asset Allocation, Investment Strategies, Model Portfolio, Portfolio Assessment, Wealth Preservation..., Estate Planning, Wealth Accumulation..., Mutual Funds, Annuity Sales, Licensed Life & Health..., High Net Worth..., Holistic Financial..., Series 63, FINRA, Uniform Combined State..., Life Insurance, Series 6
Education
Stockton University 2001 — 2003
BA, Business Studies
Fairleigh Dickinson University
Financial Planning Certificate Program, Winter 2012
Fidelity Investments April 2015 - Present
Fidelity Investments April 2013 - April 2015
T. Rowe Price July 2011 - April 2013
T.Rowe Price January 2008 - July 2011
Ameriprise Financial April 2005 - December 2007
Inprax Performance Resources May 2004 - February 2005
Skills
Investments, Wealth Management, Retirement Planning, Financial Planning, Series 7, Asset Allocation, Investment Strategies, Model Portfolio, Portfolio Assessment, Wealth Preservation..., Estate Planning, Wealth Accumulation..., Mutual Funds, Annuity Sales, Licensed Life & Health..., High Net Worth..., Holistic Financial..., Series 63, FINRA, Uniform Combined State..., Life Insurance, Series 6
Education
Stockton University 2001 — 2003
BA, Business Studies
Fairleigh Dickinson University
Financial Planning Certificate Program, Winter 2012
Dominick Manna Dominick Manna's Fidelity Investments Experience May 2011 - February 2012
Job Project Management at Staples
Industry Information Technology and Services
Experience
Staples October 2014 - Present
The Hanover Insurance Group May 2013 - June 2014
NTT DATA Americas 2009 - 2014
Interactions Corporation October 2012 - May 2013
Liberty Mutual Insurance March 2012 - October 2012
Fidelity Investments May 2011 - February 2012
Liberty Mutual October 2009 - May 2011
IEX September 2007 - April 2009
Monster Inc May 2004 - September 2007
Liberty Financial Group 1998 - 2000
Skills
CTI, VoIP, Unix, IVR, Contact Centers, Windows, Mainframe, Desktop Computers, Aspect ACD, Organization, Project Management, Leadership, Call Center, Outsourcing, Vendor Management, SDLC, Integration, Management, Enterprise Software, Call Centers
Education
Fairleigh Dickinson University
Bach of Science, Business Management
Staples October 2014 - Present
The Hanover Insurance Group May 2013 - June 2014
NTT DATA Americas 2009 - 2014
Interactions Corporation October 2012 - May 2013
Liberty Mutual Insurance March 2012 - October 2012
Fidelity Investments May 2011 - February 2012
Liberty Mutual October 2009 - May 2011
IEX September 2007 - April 2009
Monster Inc May 2004 - September 2007
Liberty Financial Group 1998 - 2000
Skills
CTI, VoIP, Unix, IVR, Contact Centers, Windows, Mainframe, Desktop Computers, Aspect ACD, Organization, Project Management, Leadership, Call Center, Outsourcing, Vendor Management, SDLC, Integration, Management, Enterprise Software, Call Centers
Education
Fairleigh Dickinson University
Bach of Science, Business Management
Kathryne O'Neal Kathryne O'Neal's Fidelity Investments Experience June 2011 - August 2011
Job Senior Account Development Manager at Forrester Research
Industry Marketing and Advertising
Experience
Forrester Research July 2015 - Present
Forrester Research March 2014 - Present
Forrester Research September 2012 - March 2014
Vineyard Vines August 2012 - October 2012
Engage121 September 2011 - December 2011
Fairfield University September 2011 - December 2011
Fidelity Investments June 2011 - August 2011
Fairfield University January 2010 - September 2010
L. Knife and Son, Inc June 2010 - August 2010
Fairfield University March 2010 - May 2010
Education
Fairfield University 2008 — 2012
Bachelor of Science
Florence University of the Arts (FUA) 2010 — 2010
Study Abroad
Duxbury High School 2004 — 2008
Forrester Research July 2015 - Present
Forrester Research March 2014 - Present
Forrester Research September 2012 - March 2014
Vineyard Vines August 2012 - October 2012
Engage121 September 2011 - December 2011
Fairfield University September 2011 - December 2011
Fidelity Investments June 2011 - August 2011
Fairfield University January 2010 - September 2010
L. Knife and Son, Inc June 2010 - August 2010
Fairfield University March 2010 - May 2010
Education
Fairfield University 2008 — 2012
Bachelor of Science
Florence University of the Arts (FUA) 2010 — 2010
Study Abroad
Duxbury High School 2004 — 2008
Shane Tarca's Fidelity Investments Experience April 2014 - September 2014
Job Graduate Student at Fairfield University
Industry Accounting
Experience
Westford Regency Inn and Conference Center May 2012 - Present
Fidelity Investments April 2014 - September 2014
Concord Lumber Corporation - Littleton Lumber September 2008 - September 2011
Skills
Microsoft Office, Photoshop, Digital Photography, Spanish, Sales, Customer Service, Event Management, Event Planning, Microsoft Word, PowerPoint, Social Media, Facebook, Mac, OS X, Online Marketing, Social Networking, Dreamweaver, Adobe Creative Suite, InDesign, Microsoft Excel, Customer Satisfaction, Teamwork, Catering, Leadership, Outlook
Education
Fairfield University 2015 — 2016
Master’s Degree, Accounting
Fairfield University 2011 — 2015
Bachelor’s Degree, Accounting & Information Systems
National University of Ireland, Galway 2013 — 2013
Fall 2013 Semester Study Abroad
Westford Regency Inn and Conference Center May 2012 - Present
Fidelity Investments April 2014 - September 2014
Concord Lumber Corporation - Littleton Lumber September 2008 - September 2011
Skills
Microsoft Office, Photoshop, Digital Photography, Spanish, Sales, Customer Service, Event Management, Event Planning, Microsoft Word, PowerPoint, Social Media, Facebook, Mac, OS X, Online Marketing, Social Networking, Dreamweaver, Adobe Creative Suite, InDesign, Microsoft Excel, Customer Satisfaction, Teamwork, Catering, Leadership, Outlook
Education
Fairfield University 2015 — 2016
Master’s Degree, Accounting
Fairfield University 2011 — 2015
Bachelor’s Degree, Accounting & Information Systems
National University of Ireland, Galway 2013 — 2013
Fall 2013 Semester Study Abroad
Esther Moomjian Esther Moomjian's Fidelity Investments Experience 1994 - 1997
Job Building Planner at CBRE
Industry Consumer Services
Experience
WageWorks August 2007 - May 2013
O'Connor Hospital 2013 - 2013
Blood Centers of the Pacific July 2006 - August 2007
Sylvan Learning Center 2002 - 2006
Brocade 1999 - 2002
Fidelity Investments 1994 - 1997
Skills
Customer Service, Account Management, Salesforce.com, Project Management, CRM, Sales, Recruiting, Product Management, Human Resources, Management, Call Centers, Program Management, Marketing, New Business Development, Event Planning
Education
Fisher College 1982 — 1984
Associates
WageWorks August 2007 - May 2013
O'Connor Hospital 2013 - 2013
Blood Centers of the Pacific July 2006 - August 2007
Sylvan Learning Center 2002 - 2006
Brocade 1999 - 2002
Fidelity Investments 1994 - 1997
Skills
Customer Service, Account Management, Salesforce.com, Project Management, CRM, Sales, Recruiting, Product Management, Human Resources, Management, Call Centers, Program Management, Marketing, New Business Development, Event Planning
Education
Fisher College 1982 — 1984
Associates
Nathan Shanks Nathan Shanks's Fidelity Investments Experience June 2012 - March 2013
Job Assistant Branch Manager at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation August 2014 - Present
Regions Financial Corporation March 2013 - August 2014
Fidelity Investments June 2012 - March 2013
Fidelity Investments January 2011 - June 2012
Fidelity Investments August 2010 - January 2011
San Jose Country Club August 2005 - August 2010
Skills
Investments, Series 63, Leadership, Equities, Goal Oriented, Account Management, Series 7, Finance, Life, Health and..., Securities, Financial Services, Sales, Loans
Education
Ferris State University 1997 — 2003
Bachelor of Science (B.S.), Marketing
Regions Financial Corporation August 2014 - Present
Regions Financial Corporation March 2013 - August 2014
Fidelity Investments June 2012 - March 2013
Fidelity Investments January 2011 - June 2012
Fidelity Investments August 2010 - January 2011
San Jose Country Club August 2005 - August 2010
Skills
Investments, Series 63, Leadership, Equities, Goal Oriented, Account Management, Series 7, Finance, Life, Health and..., Securities, Financial Services, Sales, Loans
Education
Ferris State University 1997 — 2003
Bachelor of Science (B.S.), Marketing
Susan Marie Morabito, CAPM, OCA Susan Marie Morabito, CAPM, OCA's Fidelity Investments Experience November 1996 - August 2000
Job Business Systems Analyst at Fiserv EFT
Industry Information Technology and Services
Experience
Fiserv January 2013 - Present
Fidelity Investments November 1996 - August 2000
First Data March 1995 - July 1996
Brown Brothers Harriman January 1990 - March 1995
Sun Life Financial July 1987 - January 1990
Education
State University of New York at Potsdam 1982 — 1986
BA, Computer Science and Economics
Fairleigh Dickinson University
Certification, Oracle 11g: SQL and Database Administration
Ramapo College of New Jersey
Certification in Project Management
Fiserv January 2013 - Present
Fidelity Investments November 1996 - August 2000
First Data March 1995 - July 1996
Brown Brothers Harriman January 1990 - March 1995
Sun Life Financial July 1987 - January 1990
Education
State University of New York at Potsdam 1982 — 1986
BA, Computer Science and Economics
Fairleigh Dickinson University
Certification, Oracle 11g: SQL and Database Administration
Ramapo College of New Jersey
Certification in Project Management
Kate Wallis Kate Wallis's Fidelity Investments Experience November 1997 - December 2001
Job Arbonne Consultant
Industry Health, Wellness and Fitness
Hugh O'Donnell Hugh O'Donnell's Fidelity Investments Experience July 1995 - July 2000
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Institutional Wealth Services March 2006 - Present
SKM Wealth Managment March 2005 - March 2006
StrategicPoint Investment Advisors January 2002 - March 2005
Cogent Communications July 2000 - December 2001
Fidelity Investments July 1995 - July 2000
Skills
Financial Services, Investments, Asset Management, Finance, Retirement Planning, Series 7, Relationship Management, Wealth Management, Mutual Funds, Trading, Securities, Investment Advisory, Alternative Investments, Series 63, Asset Allocation
Education
Fairfield University 1990 — 1994
BA, Economics
Portsmouth Abbey 1986 — 1990
Fidelity Institutional Wealth Services March 2006 - Present
SKM Wealth Managment March 2005 - March 2006
StrategicPoint Investment Advisors January 2002 - March 2005
Cogent Communications July 2000 - December 2001
Fidelity Investments July 1995 - July 2000
Skills
Financial Services, Investments, Asset Management, Finance, Retirement Planning, Series 7, Relationship Management, Wealth Management, Mutual Funds, Trading, Securities, Investment Advisory, Alternative Investments, Series 63, Asset Allocation
Education
Fairfield University 1990 — 1994
BA, Economics
Portsmouth Abbey 1986 — 1990
Shalika Bethel, MBA Shalika Bethel, MBA's Fidelity Investments Experience April 2012 - Present
Job Database AdministratorOptim/Discovery Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2012 - Present
Alorica December 2011 - April 2012
Buckley Data Group, LLC February 2011 - September 2011
Hewitt Associates August 2008 - October 2010
SITA June 2007 - July 2008
APEX SYSTEMS/Verizon Wireless August 2006 - June 2007
Fayetteville State University January 2006 - May 2006
Skills
SDLC, SQL, Oracle, Microsoft SQL Server, DB2, Troubleshooting, Testing, Unix, Security, Mainframe, Lotus Notes, Databases, Linux, Analysis, Software Documentation, VMware, SharePoint, Regression Testing, Manual Testing, Operating Systems, Optim 9.1, Test Data Management, Lua, Sybase, Infosphere Discovery, Data Masking, Database Administration, Windows
Education
Troy University 2011 — 2014
Masters, MBA Information Systems
Fayetteville State University 2002 — 2006
Bachelors of Science, Computer Science; Mathematics
Fidelity Investments April 2012 - Present
Alorica December 2011 - April 2012
Buckley Data Group, LLC February 2011 - September 2011
Hewitt Associates August 2008 - October 2010
SITA June 2007 - July 2008
APEX SYSTEMS/Verizon Wireless August 2006 - June 2007
Fayetteville State University January 2006 - May 2006
Skills
SDLC, SQL, Oracle, Microsoft SQL Server, DB2, Troubleshooting, Testing, Unix, Security, Mainframe, Lotus Notes, Databases, Linux, Analysis, Software Documentation, VMware, SharePoint, Regression Testing, Manual Testing, Operating Systems, Optim 9.1, Test Data Management, Lua, Sybase, Infosphere Discovery, Data Masking, Database Administration, Windows
Education
Troy University 2011 — 2014
Masters, MBA Information Systems
Fayetteville State University 2002 — 2006
Bachelors of Science, Computer Science; Mathematics
Glenn Namian Glenn Namian's Fidelity Investments Experience 1996 - 2000
Job
Industry Information Technology and Services
Experience
Kroger June 2013 - Present
Kroger, Co. November 2010 - June 2013
Kroger Co. August 2003 - November 2010
Gap Inc. 2000 - 2003
Fidelity Investments 1996 - 2000
Mercantile Stores Company 1988 - 1996
Skills
Retail, Leadership, Sales, Enterprise Architecture, Change Management, Microsoft Office, Analysis, Business Analysis, Enterprise Software, Team Building, Data Warehousing, SDLC, Vendor Management, Project Management, Budgets, Customer Service, Inventory Management, Product Development, Logistics, Cross-functional Team..., Product Management, Program Management, Business Intelligence, Project Portfolio..., Account Management, Agile Project Management, Business Process..., PMO, Software Project..., Visio, PMP
Education
Fairfield University 1974 — 1978
BA
Trumbull High School 1970 — 1973
Diploma
Kroger June 2013 - Present
Kroger, Co. November 2010 - June 2013
Kroger Co. August 2003 - November 2010
Gap Inc. 2000 - 2003
Fidelity Investments 1996 - 2000
Mercantile Stores Company 1988 - 1996
Skills
Retail, Leadership, Sales, Enterprise Architecture, Change Management, Microsoft Office, Analysis, Business Analysis, Enterprise Software, Team Building, Data Warehousing, SDLC, Vendor Management, Project Management, Budgets, Customer Service, Inventory Management, Product Development, Logistics, Cross-functional Team..., Product Management, Program Management, Business Intelligence, Project Portfolio..., Account Management, Agile Project Management, Business Process..., PMO, Software Project..., Visio, PMP
Education
Fairfield University 1974 — 1978
BA
Trumbull High School 1970 — 1973
Diploma
Machelle Rushin Machelle Rushin's Fidelity Investments Experience March 2009 - December 2010
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman Assistant Vice PresidentBrown Brothers HarrimanAugust 2015 - Present
Wolters Kluwer January 2013 - August 2015
State Street February 2012 - October 2012
Bank of America January 2011 - November 2011
Fidelity Investments March 2009 - December 2010
Bank of America 2008 - 2009
Bank of America 2007 - 2008
Bank of America 2006 - 2007
Bank of America January 2002 - January 2005
Bank of America 2003 - 2005
Skills
Business Analysis, Project Management, Project Planning, Strategy, Management, Process Improvement, Training, Leadership, Banking, Risk Management, Software Documentation, PMO, Software Project..., Human Resources, FrontPage, Customer Service, Microsoft Office, SDLC, Budgets, PeopleSoft, Auditing, SQL, Business Continuity, Brand Awareness, Oracle, Vendor Management, Private Banking, Metrics, Six Sigma, Finance, Investment Banking, Information Technology, Agile Project Management, Code Review, Scrum, Cost Basis, ARC, Analysis, Financial Services, Program Management, CRM, Change Management, Requirements Analysis, Business Process..., Testing, Cross-functional Team..., Requirements Gathering, Integration
Education
Fisher College
Bachelors, HR Management
Fisher College
Associates Degree, Computer Applications for Business Management
John d obryant
Brown Brothers Harriman Assistant Vice PresidentBrown Brothers HarrimanAugust 2015 - Present
Wolters Kluwer January 2013 - August 2015
State Street February 2012 - October 2012
Bank of America January 2011 - November 2011
Fidelity Investments March 2009 - December 2010
Bank of America 2008 - 2009
Bank of America 2007 - 2008
Bank of America 2006 - 2007
Bank of America January 2002 - January 2005
Bank of America 2003 - 2005
Skills
Business Analysis, Project Management, Project Planning, Strategy, Management, Process Improvement, Training, Leadership, Banking, Risk Management, Software Documentation, PMO, Software Project..., Human Resources, FrontPage, Customer Service, Microsoft Office, SDLC, Budgets, PeopleSoft, Auditing, SQL, Business Continuity, Brand Awareness, Oracle, Vendor Management, Private Banking, Metrics, Six Sigma, Finance, Investment Banking, Information Technology, Agile Project Management, Code Review, Scrum, Cost Basis, ARC, Analysis, Financial Services, Program Management, CRM, Change Management, Requirements Analysis, Business Process..., Testing, Cross-functional Team..., Requirements Gathering, Integration
Education
Fisher College
Bachelors, HR Management
Fisher College
Associates Degree, Computer Applications for Business Management
John d obryant
Chris Arndt Chris Arndt's Fidelity Investments Experience November 1995 - May 1999
Job consultant at Parcel Quest
Industry Computer Software
Experience
CD-Data, Inc February 2003 - Present
Software Generation 1981 - Present
KPMG May 2013 - November 2013
Orion Development 2000 - 2001
Memorial Sloan-Kettering Cancer Center May 1999 - December 1999
Fidelity Investments November 1995 - May 1999
Legent November 1994 - October 1995
SunGard 1989 - 1994
AT&T 1990 - 1990
First Boston 1987 - 1989
Skills
C#, C++, Software Development, Windows, ASP.NET, Architecture, Requirements Analysis, Web Applications, SQL Server, Analysis, .NET, Databases, Application Development, Web Services, Product Development, SQL, Programming, LINQ, WPF, Silverlight, ADO.NET, NUnit, XAML, Design Patterns, N-tier, XSLT, Unit Testing, Object Oriented Design, jQuery, Microsoft SQL Server, Mobile Applications, Architectures, WCF, Web Development, Visual Studio
Education
Fairleigh Dickinson University 1984 — 1984
Business
Penn State University 1969 — 1972
CS
CD-Data, Inc February 2003 - Present
Software Generation 1981 - Present
KPMG May 2013 - November 2013
Orion Development 2000 - 2001
Memorial Sloan-Kettering Cancer Center May 1999 - December 1999
Fidelity Investments November 1995 - May 1999
Legent November 1994 - October 1995
SunGard 1989 - 1994
AT&T 1990 - 1990
First Boston 1987 - 1989
Skills
C#, C++, Software Development, Windows, ASP.NET, Architecture, Requirements Analysis, Web Applications, SQL Server, Analysis, .NET, Databases, Application Development, Web Services, Product Development, SQL, Programming, LINQ, WPF, Silverlight, ADO.NET, NUnit, XAML, Design Patterns, N-tier, XSLT, Unit Testing, Object Oriented Design, jQuery, Microsoft SQL Server, Mobile Applications, Architectures, WCF, Web Development, Visual Studio
Education
Fairleigh Dickinson University 1984 — 1984
Business
Penn State University 1969 — 1972
CS
Cynthia Rounds McGuigan Cynthia Rounds McGuigan's Fidelity Investments Experience 1986 - 1989
Job President at American Adoption Congress
Industry Accounting
Experience
American Adoption Congress October 2014 - Present
Harvard University June 1990 - Present
American Adoption Congress April 2014 - Present
American Adoption Congress April 2014 - October 2014
American Adoption Congress January 2006 - May 2014
Fidelity Investments 1986 - 1989
Skills
Non-profits, Public Speaking, Nonprofits, Fundraising, Volunteer Management, Social Media, Editing, Event Planning, Research, Accounting, Policy, Program Development, Time Management, Budgets, Access, QuickBooks, Public Relations
Education
Fisher College 2007 — 2012
Bachelor's degree, Business Management And Human Resourses
Fisher College 1983 — 1985
Associate's degree, Accounting, High Honors
Harvard University
Master's Degree, Psychology
American Adoption Congress October 2014 - Present
Harvard University June 1990 - Present
American Adoption Congress April 2014 - Present
American Adoption Congress April 2014 - October 2014
American Adoption Congress January 2006 - May 2014
Fidelity Investments 1986 - 1989
Skills
Non-profits, Public Speaking, Nonprofits, Fundraising, Volunteer Management, Social Media, Editing, Event Planning, Research, Accounting, Policy, Program Development, Time Management, Budgets, Access, QuickBooks, Public Relations
Education
Fisher College 2007 — 2012
Bachelor's degree, Business Management And Human Resourses
Fisher College 1983 — 1985
Associate's degree, Accounting, High Honors
Harvard University
Master's Degree, Psychology
Laureen Berglund Laureen Berglund's Fidelity Investments Experience April 1986 - July 1987
Job Government Administrative Professional
Industry Government Administration
Experience
Town of North Kingstown School Department January 2011 - Present
Town of North Kingstown 2007 - 2011
MetLife 2005 - 2006
Charter Oak State College 2001 - 2002
Charles Schwab 1989 - 1991
Fidelity Investments April 1986 - July 1987
Skills
Written & Verbal..., Administrative Work, Computer Proficiency, Outstanding..., Municipal Services, Managing Meetings, Records Management, Education, Customer Oriented, Writing, Editing
Education
Fairfield University 1979 — 1983
Bachelor's degree, Economics
BMC Durfee High
Town of North Kingstown School Department January 2011 - Present
Town of North Kingstown 2007 - 2011
MetLife 2005 - 2006
Charter Oak State College 2001 - 2002
Charles Schwab 1989 - 1991
Fidelity Investments April 1986 - July 1987
Skills
Written & Verbal..., Administrative Work, Computer Proficiency, Outstanding..., Municipal Services, Managing Meetings, Records Management, Education, Customer Oriented, Writing, Editing
Education
Fairfield University 1979 — 1983
Bachelor's degree, Economics
BMC Durfee High
Scott Langlais, CFP® Scott Langlais, CFP®'s Fidelity Investments Experience June 2014 - Present
Job VP, Senior Account Executive at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - Present
Legg Mason July 2010 - May 2013
AXA Equitable February 2006 - January 2009
Sun Life Financial November 2003 - February 2006
Education
Fairfield University
Bachelor of Arts (B.A.)
Fidelity Investments June 2014 - Present
Fidelity Investments June 2013 - Present
Legg Mason July 2010 - May 2013
AXA Equitable February 2006 - January 2009
Sun Life Financial November 2003 - February 2006
Education
Fairfield University
Bachelor of Arts (B.A.)
Karen E McKinstry, CPP Karen E McKinstry, CPP's Fidelity Investments Experience January 2007 - May 2009
Job Director Payroll C&S Wholesale Grocers
Industry Wholesale
Experience
NTT Data, Inc. June 2012 - Present
C&S Wholesale Grocers 2013 - 2013
C&S Wholesale Grocers 2013 - 2013
C&S Wholesale Grocers 2013 - 2013
Fresenius Medical Care August 2009 - November 2011
Fidelity Investments January 2007 - May 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2004 - 2005
SSA Global 2001 - 2004
Cabot Corporation October 1999 - January 2001
Skills
Team Building, Business Analysis, Problem Solving, Process Improvement, System Conversions and..., Microsoft Office, Visio
Education
Franklin Pierce University 1987 — 1989
BA, Accounting
Fisher College 1985 — 1987
AS, Computer Science
NTT Data, Inc. June 2012 - Present
C&S Wholesale Grocers 2013 - 2013
C&S Wholesale Grocers 2013 - 2013
C&S Wholesale Grocers 2013 - 2013
Fresenius Medical Care August 2009 - November 2011
Fidelity Investments January 2007 - May 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2004 - 2005
SSA Global 2001 - 2004
Cabot Corporation October 1999 - January 2001
Skills
Team Building, Business Analysis, Problem Solving, Process Improvement, System Conversions and..., Microsoft Office, Visio
Education
Franklin Pierce University 1987 — 1989
BA, Accounting
Fisher College 1985 — 1987
AS, Computer Science
Emily O'Connor Emily O'Connor's Fidelity Investments Experience June 2012 - August 2012
Job Client Associate at Bainco International Investors
Industry Investment Management
Experience
Bainco International Investors July 2013 - Present
Greenwich Alternative Investments August 2012 - May 2013
Fidelity Investments June 2012 - August 2012
Fairfield University January 2011 - May 2012
Fairfield University September 2010 - December 2010
Skills
Investments, Portfolio Management, Russian, Jokes, Microsoft Office, Bloomberg, Hedge Funds, Finance, Microsoft Word, Equities, Mutual Funds, Microsoft Excel
Education
Fairfield University 2009 — 2013
Finance & Economics
Bainco International Investors July 2013 - Present
Greenwich Alternative Investments August 2012 - May 2013
Fidelity Investments June 2012 - August 2012
Fairfield University January 2011 - May 2012
Fairfield University September 2010 - December 2010
Skills
Investments, Portfolio Management, Russian, Jokes, Microsoft Office, Bloomberg, Hedge Funds, Finance, Microsoft Word, Equities, Mutual Funds, Microsoft Excel
Education
Fairfield University 2009 — 2013
Finance & Economics
Kristin Philibert - Berlo's Fidelity Investments Experience November 2001 - August 2002
Job Sr. Executive Assistant to the Chief Information Officer, Global IT at Hasbro
Industry Consumer Goods
Experience
Hasbro April 2013 - Present
Weston Associates, Inc. December 2007 - January 2013
Covidien March 2005 - December 2007
Staples January 2003 - March 2005
Fidelity Investments November 2001 - August 2002
Skills
Notary Public, Training New Employees, Training Presentations, Customer Service, Word, Outlook, Excel, Problem Solving, Access, Microsoft Excel, Microsoft Word, Sales, Microsoft Office, Management, Databases, Accounting, Forecasting, Budgets, Training, Human Resources, Invoicing, Analysis, Data Entry, PowerPoint, New Hire Training, Process Improvement
Education
Fisher College 1998 — 2001
Associates, Computer Science
North Attleboro High School 1992 — 1996
Hasbro April 2013 - Present
Weston Associates, Inc. December 2007 - January 2013
Covidien March 2005 - December 2007
Staples January 2003 - March 2005
Fidelity Investments November 2001 - August 2002
Skills
Notary Public, Training New Employees, Training Presentations, Customer Service, Word, Outlook, Excel, Problem Solving, Access, Microsoft Excel, Microsoft Word, Sales, Microsoft Office, Management, Databases, Accounting, Forecasting, Budgets, Training, Human Resources, Invoicing, Analysis, Data Entry, PowerPoint, New Hire Training, Process Improvement
Education
Fisher College 1998 — 2001
Associates, Computer Science
North Attleboro High School 1992 — 1996
Gwendolyn Gwene McBride Gwendolyn Gwene McBride's Fidelity Investments Experience May 2014 - Present
Job Director, Learning Lead, Management/Leadership Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Staples June 2004 - October 2013
Independent Consultant 2002 - 2004
Randstad January 1999 - September 2001
Office Specialists August 1983 - December 1999
Skills
Team Building, Employee Relations, Onboarding, Coaching, Training, Leadership Development, Succession Planning, Talent Acquisition, Performance Management, Talent Management, Team Leadership, Workforce Planning, Leadership, Organizational..., Customer Satisfaction, Employee Training
Education
Almeda University 2003 — 2004
MBA, Business Administration and Management, General
Lesley College/Almeda University 1988 — 1990
Bachelor of Science, Organizational Leadership/Business, 3.6
Fisher College 1980 — 1982
Associate of Arts (A.A), Business Administration and Management, General
Fidelity Investments May 2014 - Present
Staples June 2004 - October 2013
Independent Consultant 2002 - 2004
Randstad January 1999 - September 2001
Office Specialists August 1983 - December 1999
Skills
Team Building, Employee Relations, Onboarding, Coaching, Training, Leadership Development, Succession Planning, Talent Acquisition, Performance Management, Talent Management, Team Leadership, Workforce Planning, Leadership, Organizational..., Customer Satisfaction, Employee Training
Education
Almeda University 2003 — 2004
MBA, Business Administration and Management, General
Lesley College/Almeda University 1988 — 1990
Bachelor of Science, Organizational Leadership/Business, 3.6
Fisher College 1980 — 1982
Associate of Arts (A.A), Business Administration and Management, General
Margaret Hickey's Fidelity Investments Experience June 2014 - August 2014
Job Assistant Account Executive at CerconeBrownCompany
Industry Public Relations and Communications
Experience
CerconeBrownCompany September 2015 - Present
Fidelity Investments June 2014 - August 2014
Blue Yonder Oyster Farm May 2013 - July 2014
Elevator Group LLC May 2012 - August 2013
Rent The Runway September 2011 - December 2011
Skills
Blogging, Social Media, Microsoft Office, Facebook, Advertising, Social Networking, Social Media Marketing, PowerPoint, Event Planning, Microsoft Word, Photoshop, Marketing, Microsoft Excel, Digital Strategy, Twitter Marketing
Education
Fairfield University 2011 — 2015
Bachelor's Degree, Communication and Media Studies
Florence University of the Arts 2014 — 2014
Duxbury High School 2007 — 2011
CerconeBrownCompany September 2015 - Present
Fidelity Investments June 2014 - August 2014
Blue Yonder Oyster Farm May 2013 - July 2014
Elevator Group LLC May 2012 - August 2013
Rent The Runway September 2011 - December 2011
Skills
Blogging, Social Media, Microsoft Office, Facebook, Advertising, Social Networking, Social Media Marketing, PowerPoint, Event Planning, Microsoft Word, Photoshop, Marketing, Microsoft Excel, Digital Strategy, Twitter Marketing
Education
Fairfield University 2011 — 2015
Bachelor's Degree, Communication and Media Studies
Florence University of the Arts 2014 — 2014
Duxbury High School 2007 — 2011
Mabel Jones-Hansford's Fidelity Investments Experience 1995 - 1999
Job Vice President & Core Market Client Services Manager at Wells Fargo Company
Industry Financial Services
Experience
Wells Fargo August 2005 - August 2015
Wells Fargo July 2002 - August 2005
Vanguard January 2001 - July 2002
Vanguard Group January 2000 - January 2001
Vanguard Group July 1999 - January 2000
Fidelity Investments 1995 - 1999
Skills
401k, Retirement, Relationship Management, Investments, Mutual Funds, Financial Services, Defined Benefit, Series 63, Series 7, Asset Allocation, Pensions, Retirement Planning, Wealth Management, Series 6, Banking, CRM, Leadership, Business Development, Management, Risk Management, Securities
Education
Fairleigh Dickinson University 1978 — 1982
Bachelor of Science (B.S.), Marketing
Wells Fargo August 2005 - August 2015
Wells Fargo July 2002 - August 2005
Vanguard January 2001 - July 2002
Vanguard Group January 2000 - January 2001
Vanguard Group July 1999 - January 2000
Fidelity Investments 1995 - 1999
Skills
401k, Retirement, Relationship Management, Investments, Mutual Funds, Financial Services, Defined Benefit, Series 63, Series 7, Asset Allocation, Pensions, Retirement Planning, Wealth Management, Series 6, Banking, CRM, Leadership, Business Development, Management, Risk Management, Securities
Education
Fairleigh Dickinson University 1978 — 1982
Bachelor of Science (B.S.), Marketing
Kevin Wurst, CFP® Kevin Wurst, CFP®'s Fidelity Investments Experience November 2013 - Present
Job Vice President, Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Fidelity Investments January 2012 - November 2013
Fidelity Investments November 2008 - January 2012
Fidelity Investments July 2007 - November 2008
Fidelity Investments August 2006 - July 2007
Morgan Stanley Smith Barney March 2004 - August 2006
Morgan Wilshire Securities, Inc. July 2000 - March 2004
Skills
Health and Life...
Education
Monmouth University 1996 — 2000
Bachelor of Arts (B.A.)
Thames Valley University
London, England
Fairleigh Dickinson University 2008 — 2009
Financial Planning Certificate Program
Fidelity Investments November 2013 - Present
Fidelity Investments January 2012 - November 2013
Fidelity Investments November 2008 - January 2012
Fidelity Investments July 2007 - November 2008
Fidelity Investments August 2006 - July 2007
Morgan Stanley Smith Barney March 2004 - August 2006
Morgan Wilshire Securities, Inc. July 2000 - March 2004
Skills
Health and Life...
Education
Monmouth University 1996 — 2000
Bachelor of Arts (B.A.)
Thames Valley University
London, England
Fairleigh Dickinson University 2008 — 2009
Financial Planning Certificate Program
Jessica Campbell Swoyer Jessica Campbell Swoyer's Fidelity Investments Experience June 2012 - September 2012
Job Assistant Production Manager at J.Crew
Industry Apparel & Fashion
Experience
Dempsey & Carroll June 2014 - December 2014
Dempsey & Carroll October 2013 - March 2014
Hearst Magazines January 2013 - May 2013
Simply Smiles, Inc. September 2012 - December 2012
Fidelity Investments June 2012 - September 2012
Charles University in Prague September 2011 - December 2011
Skills
Prezi, PowerPoint, Microsoft Excel, Microsoft Word, Editing, Teaching, Research, Microsoft Office, Public Speaking, Social Media, Facebook, Event Planning, Fundraising, Public Relations, Social Networking, Social Media Marketing, Blogging, Team Leadership, Video Editing, Creative Writing, Grant Writing, Technical Writing, News Writing, Innovation, Advertising, Marketing Strategy, SPSS, Marketing
Education
Fairfield University 2009 — 2013
Bachelor of Arts (B.A.), Major: English Literature, Minor: Marketing, Senior
Lexington High School 2005 — 2009
Dempsey & Carroll June 2014 - December 2014
Dempsey & Carroll October 2013 - March 2014
Hearst Magazines January 2013 - May 2013
Simply Smiles, Inc. September 2012 - December 2012
Fidelity Investments June 2012 - September 2012
Charles University in Prague September 2011 - December 2011
Skills
Prezi, PowerPoint, Microsoft Excel, Microsoft Word, Editing, Teaching, Research, Microsoft Office, Public Speaking, Social Media, Facebook, Event Planning, Fundraising, Public Relations, Social Networking, Social Media Marketing, Blogging, Team Leadership, Video Editing, Creative Writing, Grant Writing, Technical Writing, News Writing, Innovation, Advertising, Marketing Strategy, SPSS, Marketing
Education
Fairfield University 2009 — 2013
Bachelor of Arts (B.A.), Major: English Literature, Minor: Marketing, Senior
Lexington High School 2005 — 2009
Patricia Dunne Monterecy Patricia Dunne Monterecy's Fidelity Investments Experience 1996 - 2002
Job Project Manager at Wimmer Solutions
Industry Information Technology and Services
Experience
Wimmer Solutions October 2014 - Present
ACT 1 June 2013 - Present
COMSYS October 2012 - June 2013
Wimmer Solutions May 2010 - August 2012
CVS Caremark Corporation 2007 - 2009
Pfizer 2006 - 2007
RBS Citizens Group 2004 - 2006
Amgen 2002 - 2003
Fidelity Investments 1996 - 2002
Skills
Vendor Management, Software Project..., SDLC, Program Management, Business Analysis, Software Development, Agile Methodologies, E-commerce, Management, Project Portfolio..., Waterfall, Requirements Analysis, SharePoint, PMO, Visio, Business Intelligence, Project Management
Education
Fisher College
North Attleboro High School
Wimmer Solutions October 2014 - Present
ACT 1 June 2013 - Present
COMSYS October 2012 - June 2013
Wimmer Solutions May 2010 - August 2012
CVS Caremark Corporation 2007 - 2009
Pfizer 2006 - 2007
RBS Citizens Group 2004 - 2006
Amgen 2002 - 2003
Fidelity Investments 1996 - 2002
Skills
Vendor Management, Software Project..., SDLC, Program Management, Business Analysis, Software Development, Agile Methodologies, E-commerce, Management, Project Portfolio..., Waterfall, Requirements Analysis, SharePoint, PMO, Visio, Business Intelligence, Project Management
Education
Fisher College
North Attleboro High School
Kristina Colantonio, SPHR Kristina Colantonio, SPHR's Fidelity Investments Experience July 2002 - July 2003
Job Senior Operations Manager, Maggie Jerde Design www.maggiejerdedesign.com
Industry Commercial Real Estate
Experience
Maggie Jerde Design September 2014 - Present
Jones Lang LaSalle February 2013 - April 2014
Jones Lang LaSalle June 2010 - February 2013
Jones Lang LaSalle March 2010 - June 2010
Jones Lang LaSalle February 2008 - January 2010
Dreyer's Grand Ice Cream, Inc September 2006 - February 2008
Shawmut Design and Construction September 2001 - June 2006
Fidelity Investments July 2002 - July 2003
Skills
Employee Engagement, Human Resources, Personnel Management, Talent Acquisition, Change Management, Onboarding, Recruiting, Performance Management, Organizational Design, Strategic Planning, Management, Leadership, Executive Management, Contract Management, Contract Negotiation, Training, Employee Relations, Talent Management
Education
Fairfield University 1996 — 2000
B.A, Communications
Hingham high
Maggie Jerde Design September 2014 - Present
Jones Lang LaSalle February 2013 - April 2014
Jones Lang LaSalle June 2010 - February 2013
Jones Lang LaSalle March 2010 - June 2010
Jones Lang LaSalle February 2008 - January 2010
Dreyer's Grand Ice Cream, Inc September 2006 - February 2008
Shawmut Design and Construction September 2001 - June 2006
Fidelity Investments July 2002 - July 2003
Skills
Employee Engagement, Human Resources, Personnel Management, Talent Acquisition, Change Management, Onboarding, Recruiting, Performance Management, Organizational Design, Strategic Planning, Management, Leadership, Executive Management, Contract Management, Contract Negotiation, Training, Employee Relations, Talent Management
Education
Fairfield University 1996 — 2000
B.A, Communications
Hingham high
Lindsay (Hueber) Palsho Lindsay (Hueber) Palsho's Fidelity Investments Experience September 2015 - Present
Job Director, Digital Marketing at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments September 2015 - Present
DataXu January 2015 - August 2015
DataXu April 2013 - December 2014
DataXu January 2011 - March 2013
DataXu March 2010 - January 2011
Digitas October 2008 - March 2010
Digitas March 2007 - October 2008
Digitas July 2006 - March 2007
Skills
Online Advertising, Digital Marketing, Digital Media, Online Marketing, Account Management, Media Planning, Marketing Strategy, Customer Acquisition, SMO, Analytics, Direct Marketing, PPC, Digital Strategy, Social Media, SaaS, Campaign Management, Display Advertising, E-commerce, SEO, Behavioral Targeting, Ad Serving, Social Media Marketing, Interactive Marketing, Mobile Marketing, Interactive Media..., CRM, Team Management, Management, Process Improvement, Advertising Operations, Multi-channel Marketing, RTB, Ad Exchanges, Interactive Advertising, Start-ups, Strategy, Marketing
Education
Fairfield University
Bachelor of Science (BS), Marketing
Lorenzo de' Medici Institute
Art History, Italian Language
Wayland High School
Fidelity Investments September 2015 - Present
DataXu January 2015 - August 2015
DataXu April 2013 - December 2014
DataXu January 2011 - March 2013
DataXu March 2010 - January 2011
Digitas October 2008 - March 2010
Digitas March 2007 - October 2008
Digitas July 2006 - March 2007
Skills
Online Advertising, Digital Marketing, Digital Media, Online Marketing, Account Management, Media Planning, Marketing Strategy, Customer Acquisition, SMO, Analytics, Direct Marketing, PPC, Digital Strategy, Social Media, SaaS, Campaign Management, Display Advertising, E-commerce, SEO, Behavioral Targeting, Ad Serving, Social Media Marketing, Interactive Marketing, Mobile Marketing, Interactive Media..., CRM, Team Management, Management, Process Improvement, Advertising Operations, Multi-channel Marketing, RTB, Ad Exchanges, Interactive Advertising, Start-ups, Strategy, Marketing
Education
Fairfield University
Bachelor of Science (BS), Marketing
Lorenzo de' Medici Institute
Art History, Italian Language
Wayland High School
Jessica Shinn's Fidelity Investments Experience October 2011 - September 2014
Job Software Quality Assurance at Metabolon, Inc.
Industry Biotechnology
Experience
Metabolon, Inc. July 2015 - Present
BCBSNC October 2014 - July 2015
Fidelity Investments October 2011 - September 2014
GoodYear Tire and Rubber July 2010 - September 2010
Fayetteville State University July 2010 - July 2010
Universal Healthcare May 2005 - December 2009
Skills
SQL, Customer Service, Leadership, Test Cases, XML, System Testing, HTML, HP QTP, Visio, Public Speaking, JavaScript, VBScript, SoapUI, Quality Center, Notepad++, Python, Sahi, Unica Affinium Campaign, Data Feeds, Parasoft Soatest, Next Generation Contact..., Siebel, Toad, Unix, Putty, Research, MS SQL Server, IBM AS/400, IBM DB2, Moxie, Facets, Business Objects, Advanced Query Tool, Linux, MS Office Suite, Control M, Batch Processing, DB Visualizer, FocusPoint, WPF, WCF, Flat Files, Selenium, Visual Studio, Team Foundation Server, Hosted Virtual Desktop, Oracle VM, Oracle Database, Active Directory
Education
Fayetteville State University 2006 — 2010
Bachelor’s Degree, Management Information Systems
Metabolon, Inc. July 2015 - Present
BCBSNC October 2014 - July 2015
Fidelity Investments October 2011 - September 2014
GoodYear Tire and Rubber July 2010 - September 2010
Fayetteville State University July 2010 - July 2010
Universal Healthcare May 2005 - December 2009
Skills
SQL, Customer Service, Leadership, Test Cases, XML, System Testing, HTML, HP QTP, Visio, Public Speaking, JavaScript, VBScript, SoapUI, Quality Center, Notepad++, Python, Sahi, Unica Affinium Campaign, Data Feeds, Parasoft Soatest, Next Generation Contact..., Siebel, Toad, Unix, Putty, Research, MS SQL Server, IBM AS/400, IBM DB2, Moxie, Facets, Business Objects, Advanced Query Tool, Linux, MS Office Suite, Control M, Batch Processing, DB Visualizer, FocusPoint, WPF, WCF, Flat Files, Selenium, Visual Studio, Team Foundation Server, Hosted Virtual Desktop, Oracle VM, Oracle Database, Active Directory
Education
Fayetteville State University 2006 — 2010
Bachelor’s Degree, Management Information Systems
Kathleen Murphy's Fidelity Investments Experience January 2009 - Present
Job President, Personal Investing at Fidelity Investments
Industry Financial Services
Matt Heaney, CIM's Fidelity Investments Experience January 2008 - November 2011
Job Financial Services Professional
Industry Financial Services
Experience
Sun Life Financial May 2013 - Present
Fidelity Investments Canada November 2011 - February 2013
Fidelity Investments January 2008 - November 2011
Skills
Investments, Mutual Funds, Analytical Skills, Retirement Planning, Investment Strategies, Wealth Management, Asset Allocation, Strategic Financial..., Retirement, Pensions, Financial Advisory, Portfolio Management, Asset Management, Financial Services, Investment Advisory, Securities, CRM, Sales, Alternative Investments
Education
Fanshawe College 2002 — 2004
Financial Services Diploma
McMaster University 1999 — 2002
BA, Economics
Sun Life Financial May 2013 - Present
Fidelity Investments Canada November 2011 - February 2013
Fidelity Investments January 2008 - November 2011
Skills
Investments, Mutual Funds, Analytical Skills, Retirement Planning, Investment Strategies, Wealth Management, Asset Allocation, Strategic Financial..., Retirement, Pensions, Financial Advisory, Portfolio Management, Asset Management, Financial Services, Investment Advisory, Securities, CRM, Sales, Alternative Investments
Education
Fanshawe College 2002 — 2004
Financial Services Diploma
McMaster University 1999 — 2002
BA, Economics
Kevin Liddy's Fidelity Investments Experience February 2007 - December 2008
Job Strategic Planning at New Balance
Industry Sporting Goods
Experience
New Balance December 2008 - Present
Fidelity Investments February 2007 - December 2008
American Express Co. July 2005 - February 2007
American Express July 2004 - July 2005
PricewaterhouseCoopers July 1998 - July 2002
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA
Fairfield University 1993 — 1997
BS
New Balance December 2008 - Present
Fidelity Investments February 2007 - December 2008
American Express Co. July 2005 - February 2007
American Express July 2004 - July 2005
PricewaterhouseCoopers July 1998 - July 2002
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA
Fairfield University 1993 — 1997
BS
Patrick Carolan's Fidelity Investments Experience August 1998 - August 1999
Job Managing Partner & Founder at Endeavour Investment Partners LLC
Industry Investment Management
Experience
Endeavour Investment Partners, LLC July 2006 - Present
Century Capital Management September 1999 - July 2006
Fidelity Investments August 1998 - August 1999
Wilshire Associates 1997 - 1998
GT Global Mutual Funds 1993 - 1997
Skills
Mutual Funds, Alternative Investments, Institutional Sales, Marketing Management, Mutual Fund Marketing, Digital Photography, Mutual Fund Distribution, Business Development, Relationship Management, National Accounts, Sales Management, Consultative Selling..., Strategy, Private Equity, Financial Services, Financial Advisory, Investments, Asset Management
Education
Fairfield University 1981 — 1985
BA
Endeavour Investment Partners, LLC July 2006 - Present
Century Capital Management September 1999 - July 2006
Fidelity Investments August 1998 - August 1999
Wilshire Associates 1997 - 1998
GT Global Mutual Funds 1993 - 1997
Skills
Mutual Funds, Alternative Investments, Institutional Sales, Marketing Management, Mutual Fund Marketing, Digital Photography, Mutual Fund Distribution, Business Development, Relationship Management, National Accounts, Sales Management, Consultative Selling..., Strategy, Private Equity, Financial Services, Financial Advisory, Investments, Asset Management
Education
Fairfield University 1981 — 1985
BA
Donavon Corliss's Fidelity Investments Experience March 2006 - January 2010
Job Human Resources at Nationstar Mortgage
Industry Human Resources
Experience
Nationstar Mortgage August 2015 - Present
Sabre Corporation July 2014 - Present
Homeward Residential, Inc. January 2010 - July 2013
Fidelity Investments March 2006 - January 2010
Spherion 2001 - 2004
Skills
Talent Management, Employer Branding, Talent Acquisition, Onboarding, Employee Relations, Vendor Relations, Employment Law, Metrics, Succession Planning, Interviewing, Sourcing, Full-cycle Recruiting, Hiring, Technical Recruiting, Applicant Tracking..., HRIS, Vendor Management, Employee Engagement, Performance Management, PeopleSoft, College Recruiting, Team Leadership, Coaching, Recruiting, Leadership, CRM, Temporary Placement, Training, New Hire Orientations, Strategy, Benefits Negotiation, Screening, Management, Internet Recruiting, Executive Search, Deferred Compensation, Workforce Planning, Benefits Administration, Personnel Management, Interviews, Call Centers, Screening Resumes, Contract Recruitment, Employee Benefits, Employee Training, HR Policies, Taleo, SDLC, Human Resources
Education
Ferris State University
B.A. Business, Business
East Lansing High School
Nationstar Mortgage August 2015 - Present
Sabre Corporation July 2014 - Present
Homeward Residential, Inc. January 2010 - July 2013
Fidelity Investments March 2006 - January 2010
Spherion 2001 - 2004
Skills
Talent Management, Employer Branding, Talent Acquisition, Onboarding, Employee Relations, Vendor Relations, Employment Law, Metrics, Succession Planning, Interviewing, Sourcing, Full-cycle Recruiting, Hiring, Technical Recruiting, Applicant Tracking..., HRIS, Vendor Management, Employee Engagement, Performance Management, PeopleSoft, College Recruiting, Team Leadership, Coaching, Recruiting, Leadership, CRM, Temporary Placement, Training, New Hire Orientations, Strategy, Benefits Negotiation, Screening, Management, Internet Recruiting, Executive Search, Deferred Compensation, Workforce Planning, Benefits Administration, Personnel Management, Interviews, Call Centers, Screening Resumes, Contract Recruitment, Employee Benefits, Employee Training, HR Policies, Taleo, SDLC, Human Resources
Education
Ferris State University
B.A. Business, Business
East Lansing High School
Eileen Laferriere's Fidelity Investments Experience 1991 - Present
Job Sr. Exec. Assistant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1991 - Present
Skills
Outlook, Visio, Administrative..., Lotus Notes, Microsoft Excel, Access, PowerPoint, PeopleSoft, Travel Arrangements, Office Management, Microsoft Office, Financial Services, Spreadsheets, Microsoft Word, SharePoint, Vendor Management, Customer Service, Calendaring, Mutual Funds, Process Improvement
Education
Fairleigh Dickinson University 1981 — 1985
Fidelity Investments 1991 - Present
Skills
Outlook, Visio, Administrative..., Lotus Notes, Microsoft Excel, Access, PowerPoint, PeopleSoft, Travel Arrangements, Office Management, Microsoft Office, Financial Services, Spreadsheets, Microsoft Word, SharePoint, Vendor Management, Customer Service, Calendaring, Mutual Funds, Process Improvement
Education
Fairleigh Dickinson University 1981 — 1985
Eddie Jimenez, CFP®'s Fidelity Investments Experience April 2012 - Present
Job Workplace Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments February 2011 - April 2012
Fidelity Investments September 2009 - February 2011
Fidelity Investments March 2008 - September 2009
J.M. Huber Corporation April 2007 - March 2008
Skills
Strategic Financial..., Investments, Investment Strategies, Employee Benefits, Microsoft Office, Retirement Planning, Insurance, Financial Planning, College Savings Plans, Teaching, Retirement Income..., Annuities, Training & Development
Education
Fairleigh Dickinson University 2009 — 2010
Financial Planning Certificate Program, Financial Planning
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
BS, Finance & History
Fidelity Investments April 2012 - Present
Fidelity Investments February 2011 - April 2012
Fidelity Investments September 2009 - February 2011
Fidelity Investments March 2008 - September 2009
J.M. Huber Corporation April 2007 - March 2008
Skills
Strategic Financial..., Investments, Investment Strategies, Employee Benefits, Microsoft Office, Retirement Planning, Insurance, Financial Planning, College Savings Plans, Teaching, Retirement Income..., Annuities, Training & Development
Education
Fairleigh Dickinson University 2009 — 2010
Financial Planning Certificate Program, Financial Planning
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
BS, Finance & History
Janice Gennetti's Fidelity Investments Experience December 2014 - Present
Job Senior Project Manager at Fidelity Investments
Industry Banking
Experience
Fidelity Investments December 2014 - Present
Centrix Bank & Trust 2010 - 2014
GSM&R 2005 - 2010
JJW Consulting & Marketing 1999 - 2005
PowerHouse Consulting 1998 - 1999
AT&T 1984 - 1997
Skills
Call Center, Budgets, Contract Negotiation, Coaching, Corporate Training, Multiple Project..., Project Management, Management, Consulting, Vendor Management, Team Leadership, Team Building, Call Centers, Sales, Telecommunications, Strategy, Leadership, Business Analysis, Risk Management
Education
Marywood University
Bachelor of Science, Home Economics/ Marketing
Fashion Institute of Technology
Associate of Arts & Sciences, Retail Management / Fashion Merchandising
Fidelity Investments December 2014 - Present
Centrix Bank & Trust 2010 - 2014
GSM&R 2005 - 2010
JJW Consulting & Marketing 1999 - 2005
PowerHouse Consulting 1998 - 1999
AT&T 1984 - 1997
Skills
Call Center, Budgets, Contract Negotiation, Coaching, Corporate Training, Multiple Project..., Project Management, Management, Consulting, Vendor Management, Team Leadership, Team Building, Call Centers, Sales, Telecommunications, Strategy, Leadership, Business Analysis, Risk Management
Education
Marywood University
Bachelor of Science, Home Economics/ Marketing
Fashion Institute of Technology
Associate of Arts & Sciences, Retail Management / Fashion Merchandising
Monica Bell's Fidelity Investments Experience June 2009 - Present
Job Director, Forms Management
Industry Financial Services
Experience
Fidelity Investments June 2009 - Present
Fidelity Investments 2013 - 2013
Fidelity Investments 2007 - 2010
Fidelity Investments 1993 - 2000
Skills
Vendor Management, Business Analysis, Product Management
Education
Fairmont State University 1987 — 1990
Fidelity Investments June 2009 - Present
Fidelity Investments 2013 - 2013
Fidelity Investments 2007 - 2010
Fidelity Investments 1993 - 2000
Skills
Vendor Management, Business Analysis, Product Management
Education
Fairmont State University 1987 — 1990
Pat McNamara's Fidelity Investments Experience September 2008 - Present
Job Managing Director
Industry Financial Services
Experience
Fidelity Investments September 2008 - Present
Education
Ferris State University 1984 — 1988
Fidelity Investments September 2008 - Present
Education
Ferris State University 1984 — 1988
jasmin velazquez's Fidelity Investments Experience April 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Chase June 2011 - April 2014
Raymour & Flanigan Furniture April 2010 - February 2014
Skills
Customer Service
Education
Fashion Institute of Technology
Fidelity Investments April 2014 - Present
Chase June 2011 - April 2014
Raymour & Flanigan Furniture April 2010 - February 2014
Skills
Customer Service
Education
Fashion Institute of Technology
Steve Lunt's Fidelity Investments Experience October 2012 - Present
Job VP, Business Planning & Analysis, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Fidelity Investments July 2011 - September 2012
Fidelity Investments September 2003 - June 2011
Fidelity Investments January 1998 - August 2003
Harvard Pilgrim Health Care 1992 - 1995
Aetna Capital Management 1988 - 1990
Skills
Marketing Strategy, New Business Development, Business Planning, Investments, Retirement Income, Angel Investing, Strategic Planning, Strategy, Competitive Analysis, Product Management, Market Research, Market Analysis, Marketing
Education
The University of Chicago Booth School of Business
MBA
Fairfield University
BA, Economics
Fidelity Investments October 2012 - Present
Fidelity Investments July 2011 - September 2012
Fidelity Investments September 2003 - June 2011
Fidelity Investments January 1998 - August 2003
Harvard Pilgrim Health Care 1992 - 1995
Aetna Capital Management 1988 - 1990
Skills
Marketing Strategy, New Business Development, Business Planning, Investments, Retirement Income, Angel Investing, Strategic Planning, Strategy, Competitive Analysis, Product Management, Market Research, Market Analysis, Marketing
Education
The University of Chicago Booth School of Business
MBA
Fairfield University
BA, Economics
Tom Corra, CFA's Fidelity Investments Experience March 2015 - Present
Job EVP and COO, Fidelity Clearing & Custody at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments April 2014 - April 2015
Fidelity Investments June 2012 - May 2014
Fidelity Investments April 2009 - May 2012
Fidelity Investments November 2006 - April 2009
Fidelity Investments April 2004 - November 2006
The Boston Consulting Group August 1997 - January 2004
Nativity Preparatory School August 1993 - August 1995
Martin Marietta August 1992 - August 1993
General Electric August 1990 - August 1992
Skills
Strategy, Business Planning, Acquisition Integration, Asset Management, Valuation, Strategic Financial..., Corporate Finance, Financial Services, Profitability...
Education
Harvard Business School 1995 — 1997
MBA
Fairfield University 1986 — 1990
BS, Finance
Fidelity Investments March 2015 - Present
Fidelity Investments April 2014 - April 2015
Fidelity Investments June 2012 - May 2014
Fidelity Investments April 2009 - May 2012
Fidelity Investments November 2006 - April 2009
Fidelity Investments April 2004 - November 2006
The Boston Consulting Group August 1997 - January 2004
Nativity Preparatory School August 1993 - August 1995
Martin Marietta August 1992 - August 1993
General Electric August 1990 - August 1992
Skills
Strategy, Business Planning, Acquisition Integration, Asset Management, Valuation, Strategic Financial..., Corporate Finance, Financial Services, Profitability...
Education
Harvard Business School 1995 — 1997
MBA
Fairfield University 1986 — 1990
BS, Finance
Spandana Batta's Fidelity Investments Experience December 2006 - May 2007
Job Senior Software Consultant
Industry Computer Software
Experience
University Of California - Office of President (UCOP) January 2012 - Present
Wells Fargo September 2009 - January 2012
IFMC August 2008 - August 2009
MillerCoors April 2008 - August 2008
WellPoint May 2007 - April 2008
Fidelity Investments December 2006 - May 2007
Fannie Mae March 2006 - December 2006
Skills
Data Analysis, Data Warehousing, Database Design, Data Modeling, Data Mapping, ETL Tools, Erwin, PowerDesigner, OLAP, OLTP, Business Analysis, Business Modeling, SQL*Plus, Rochade, Data Migration
Education
Fairleigh Dickinson University
Master's degree
Osmania University
Sri Vidya High School
University Of California - Office of President (UCOP) January 2012 - Present
Wells Fargo September 2009 - January 2012
IFMC August 2008 - August 2009
MillerCoors April 2008 - August 2008
WellPoint May 2007 - April 2008
Fidelity Investments December 2006 - May 2007
Fannie Mae March 2006 - December 2006
Skills
Data Analysis, Data Warehousing, Database Design, Data Modeling, Data Mapping, ETL Tools, Erwin, PowerDesigner, OLAP, OLTP, Business Analysis, Business Modeling, SQL*Plus, Rochade, Data Migration
Education
Fairleigh Dickinson University
Master's degree
Osmania University
Sri Vidya High School
S. Quincy Campbell's Fidelity Investments Experience August 2013 - Present
Job Senior Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2013 - Present
IBM November 2010 - June 2013
IBM Systems and Technology Group March 2006 - November 2010
IBM Global Services Business Intelligence Center of Competency December 2002 - March 2006
IBM Global Services Application Management Services May 2001 - December 2002
IBM April 2000 - May 2001
IBM PERSONAL SYSTEMS GROUP August 1997 - April 2000
Skills
Project Management, MS Project, Microsoft Office, SharePoint, Lotus Connections, PMI Trained, Motorcycle Safety, Martial Arts, Fitness Training, Adventure Racing, Customer Service, Team Building, Servers, Project Planning, Leadership, Pre-sales, Analysis, Program Management, Integration, PMP, Management, Team Leadership
Education
University of North Carolina 2008 — 2010
Master of Business Administration
The George Washington University 1997 — 1998
Master of Science, Certificate, Project Management
North Carolina A & T State University 1995 — 1997
Master of Science, Computer Science
Fayetteville State University 1991 — 1995
Bachelors of Science, Computer Science
Fidelity Investments August 2013 - Present
IBM November 2010 - June 2013
IBM Systems and Technology Group March 2006 - November 2010
IBM Global Services Business Intelligence Center of Competency December 2002 - March 2006
IBM Global Services Application Management Services May 2001 - December 2002
IBM April 2000 - May 2001
IBM PERSONAL SYSTEMS GROUP August 1997 - April 2000
Skills
Project Management, MS Project, Microsoft Office, SharePoint, Lotus Connections, PMI Trained, Motorcycle Safety, Martial Arts, Fitness Training, Adventure Racing, Customer Service, Team Building, Servers, Project Planning, Leadership, Pre-sales, Analysis, Program Management, Integration, PMP, Management, Team Leadership
Education
University of North Carolina 2008 — 2010
Master of Business Administration
The George Washington University 1997 — 1998
Master of Science, Certificate, Project Management
North Carolina A & T State University 1995 — 1997
Master of Science, Computer Science
Fayetteville State University 1991 — 1995
Bachelors of Science, Computer Science
Michael Tuohy's Fidelity Investments Experience September 2009 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2009 - Present
PricewaterhouseCoopers December 2005 - September 2009
Wachovia February 2002 - November 2005
NASD May 1999 - February 2002
FINRA (formerly NASD) 1999 - 2002
Skills
AML, Securities
Education
Fairleigh Dickinson University 1981 — 1985
BS, Business
Xavier
Fidelity Investments September 2009 - Present
PricewaterhouseCoopers December 2005 - September 2009
Wachovia February 2002 - November 2005
NASD May 1999 - February 2002
FINRA (formerly NASD) 1999 - 2002
Skills
AML, Securities
Education
Fairleigh Dickinson University 1981 — 1985
BS, Business
Xavier
Joe Gerardi's Fidelity Investments Experience July 2007 - December 2008
Job Associate Account Executive Field Consulting Services at Mutual of America
Industry Financial Services
Experience
Mutual of America January 2010 - Present
Fidelity Investments July 2007 - December 2008
Fidelity Investments November 2004 - July 2007
Education
Fairfield University 1999 — 2003
BS, Accounting
St. Peter Marian 1996 — 1999
Mutual of America January 2010 - Present
Fidelity Investments July 2007 - December 2008
Fidelity Investments November 2004 - July 2007
Education
Fairfield University 1999 — 2003
BS, Accounting
St. Peter Marian 1996 — 1999
Diana Collins's Fidelity Investments Experience February 2001 - August 2008
Job Employee Services Representative at Bose Corporation
Industry Financial Services
Experience
Bose Corporation January 2014 - Present
Bose Corporation October 2012 - January 2014
OnProcess Technology January 2009 - September 2012
Fidelity Investments February 2001 - August 2008
Skills
Access, Word, PowerPoint, Excel, Customer Relations, Outlook, Administrative Support, Customer Service, Microsoft Office, Defined Benefit, Defined Contribution, Legal Research, Legal Compliance, Legal Documents, Administrative..., Microsoft Excel, Employee Benefits, Data Entry, Microsoft Word, Software Documentation, Invoicing, Human Resources, Workday, HR Policies
Education
Fisher College
Associate, Paralegal
Fisher College
Bachelor of Science (BS), Health/Health Care Administration/Management
Framingham State College
Bachelor of Science (BS), Healthcare Management
Bose Corporation January 2014 - Present
Bose Corporation October 2012 - January 2014
OnProcess Technology January 2009 - September 2012
Fidelity Investments February 2001 - August 2008
Skills
Access, Word, PowerPoint, Excel, Customer Relations, Outlook, Administrative Support, Customer Service, Microsoft Office, Defined Benefit, Defined Contribution, Legal Research, Legal Compliance, Legal Documents, Administrative..., Microsoft Excel, Employee Benefits, Data Entry, Microsoft Word, Software Documentation, Invoicing, Human Resources, Workday, HR Policies
Education
Fisher College
Associate, Paralegal
Fisher College
Bachelor of Science (BS), Health/Health Care Administration/Management
Framingham State College
Bachelor of Science (BS), Healthcare Management
Mark Boike's Fidelity Investments Experience 2011 - October 2014
Job QA Engineer
Industry Information Technology and Services
Experience
Idependent contractor 2015 - Present
Fidelity Investments 2011 - October 2014
Verizon Business January 2010 - December 2010
Verizon Business January 2007 - January 2009
Motricity August 2006 - December 2006
IBM May 1998 - July 2006
Skills
Testing, Requirements Analysis, Change Management, Scrum, Project Management, Agile Methodologies, SDLC, Consulting, Leadership, Enterprise Architecture, Process Improvement
Education
Ferris State University
Idependent contractor 2015 - Present
Fidelity Investments 2011 - October 2014
Verizon Business January 2010 - December 2010
Verizon Business January 2007 - January 2009
Motricity August 2006 - December 2006
IBM May 1998 - July 2006
Skills
Testing, Requirements Analysis, Change Management, Scrum, Project Management, Agile Methodologies, SDLC, Consulting, Leadership, Enterprise Architecture, Process Improvement
Education
Ferris State University
Kerry Chubbuck's Fidelity Investments Experience August 1995 - November 2006
Job Nurse Staffing Coordinator
Industry Hospital & Health Care
Experience
Day Kimball Hospital November 2006 - Present
Thirty-One Gifts October 2013 - Present
Fidelity Investments August 1995 - November 2006
Crabtree & Evelyn 1986 - 1995
Skills
EMR, Medical Terminology, Microsoft Excel, Microsoft Office, Microsoft Word, Healthcare, Program Development, Cpr Certified, HIPAA, Acute Care, Staff Management, Staff Supervision, Healthcare Management, Revenue Cycle, Case Managment, Medicaid, Employee Relations, Six Thinking Hats, AS400 system, Ansos, Hospitals, Nursing, Mentoring Of Staff, Healthcare Information..., Patient Safety, Home Care, Patient Advocacy, Medical Billing, Clinical Research, Meditech, BLS, Medical Records, EHR, Vital Signs, Financial Reporting, Practice Management, Patient Education, Medicare, Financial Services, Case Management, Time Management, Financial Statements, Accurate Data Entry, Inventory Control, Blood Glucose, Mental Health Care, CPR Certified
Education
Fisher College
Associate's degree, Criminal Justice and Corrections
Day Kimball Hospital November 2006 - Present
Thirty-One Gifts October 2013 - Present
Fidelity Investments August 1995 - November 2006
Crabtree & Evelyn 1986 - 1995
Skills
EMR, Medical Terminology, Microsoft Excel, Microsoft Office, Microsoft Word, Healthcare, Program Development, Cpr Certified, HIPAA, Acute Care, Staff Management, Staff Supervision, Healthcare Management, Revenue Cycle, Case Managment, Medicaid, Employee Relations, Six Thinking Hats, AS400 system, Ansos, Hospitals, Nursing, Mentoring Of Staff, Healthcare Information..., Patient Safety, Home Care, Patient Advocacy, Medical Billing, Clinical Research, Meditech, BLS, Medical Records, EHR, Vital Signs, Financial Reporting, Practice Management, Patient Education, Medicare, Financial Services, Case Management, Time Management, Financial Statements, Accurate Data Entry, Inventory Control, Blood Glucose, Mental Health Care, CPR Certified
Education
Fisher College
Associate's degree, Criminal Justice and Corrections
Christopher Stanin's Fidelity Investments Experience June 2003 - Present
Job Senior Director, Correspondent Client Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2003 - Present
Fidelity Investments 2003 - 2008
UBS Correspondent Services Corporation February 1998 - June 2003
Daiwa Securities April 1996 - February 1998
Skills
Series 7, Series 24
Education
Fairleigh Dickinson University 1990 — 2005
Bachelor of Science, Business Management
Fidelity Investments June 2003 - Present
Fidelity Investments 2003 - 2008
UBS Correspondent Services Corporation February 1998 - June 2003
Daiwa Securities April 1996 - February 1998
Skills
Series 7, Series 24
Education
Fairleigh Dickinson University 1990 — 2005
Bachelor of Science, Business Management
Jeffrey Hanson, CFP®'s Fidelity Investments Experience August 2000 - Present
Job Vice President Senior Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2000 - Present
Skills
CFP, Series 7, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Retirement, Series 65, Investments, 401k, Asset Allocation, Securities, Investment Advisory
Education
Fairfield University 1996 — 2000
B.S.
Fidelity Investments August 2000 - Present
Skills
CFP, Series 7, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Retirement, Series 65, Investments, 401k, Asset Allocation, Securities, Investment Advisory
Education
Fairfield University 1996 — 2000
B.S.
Jaylon Ceylan Brigham's Fidelity Investments Experience 1999 - 2004
Job Associate Broker at Halstead Property
Industry Real Estate
Experience
Halstead Property January 2008 - Present
Fidelity Investments 1999 - 2004
Skills
Project Management, Marketing Strategy, Real Estate
Education
The University of Connecticut School of Business 1995 — 1999
BS, Management Information Systems
Austrian St. Georg's Kolleg
Fashion Institute of Technology
Halstead Property January 2008 - Present
Fidelity Investments 1999 - 2004
Skills
Project Management, Marketing Strategy, Real Estate
Education
The University of Connecticut School of Business 1995 — 1999
BS, Management Information Systems
Austrian St. Georg's Kolleg
Fashion Institute of Technology
LuAnn Walden's Fidelity Investments Experience August 2013 - November 2013
Job Defined Contribution Representative II at Fidelity Investments
Industry Banking
Experience
Casa Walden March 2004 - Present
Fidelity Investments August 2013 - November 2013
TIB-The Independent BankersBank 1983 - 2004
Skills
Commercial Banking, Banking, Credit Cards, Payments, Financial Analysis, Credit Analysis, Credit Risk, Loans, Team Building, Small Business Lending, Finance
Education
The University of Texas at Arlington - College of Business Administration 1982 — 1983
Bachelor of Science, Economics & Business Administration
Fairleigh Dickinson University 1981 — 1982
Business, Economics
Stephen F. Austin State University 1978 — 1981
Medical Technology & Elementary Education
Westchester High School Houston 1974 — 1978
Casa Walden March 2004 - Present
Fidelity Investments August 2013 - November 2013
TIB-The Independent BankersBank 1983 - 2004
Skills
Commercial Banking, Banking, Credit Cards, Payments, Financial Analysis, Credit Analysis, Credit Risk, Loans, Team Building, Small Business Lending, Finance
Education
The University of Texas at Arlington - College of Business Administration 1982 — 1983
Bachelor of Science, Economics & Business Administration
Fairleigh Dickinson University 1981 — 1982
Business, Economics
Stephen F. Austin State University 1978 — 1981
Medical Technology & Elementary Education
Westchester High School Houston 1974 — 1978
Vito Arno's Fidelity Investments Experience October 2007 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2007 - Present
Deutsche Bank June 1999 - October 2007
Deutsche Asset Management 1999 - 2007
Bankers Tust Cmpany October 1987 - June 1999
Skills
Risk Management, Management, Asset Management, Business Process, Leadership, Finance, Operational Risk, Internal Controls, Fixed Income, Hedge Funds, Equities, Alternative Investments, Capital Markets, Derivatives
Education
Fairleigh Dickinson University 1979 — 1980
MBA, Finance
State University of New York College at Oneonta 1974 — 1978
Economics
Fidelity Investments October 2007 - Present
Deutsche Bank June 1999 - October 2007
Deutsche Asset Management 1999 - 2007
Bankers Tust Cmpany October 1987 - June 1999
Skills
Risk Management, Management, Asset Management, Business Process, Leadership, Finance, Operational Risk, Internal Controls, Fixed Income, Hedge Funds, Equities, Alternative Investments, Capital Markets, Derivatives
Education
Fairleigh Dickinson University 1979 — 1980
MBA, Finance
State University of New York College at Oneonta 1974 — 1978
Economics
Dan Donohue's Fidelity Investments Experience December 1993 - April 2011
Job Retired
Industry Financial Services
Experience
Retired and relaxing July 2010 - Present
Fidelity Investments December 1993 - April 2011
TRW Financial Systems April 1987 - December 1993
JCPenney 1976 - 1987
Education
Fairleigh Dickinson University 1974 — 1976
BS, Marketing
West Virginia University 1972 — 1974
Business
Retired and relaxing July 2010 - Present
Fidelity Investments December 1993 - April 2011
TRW Financial Systems April 1987 - December 1993
JCPenney 1976 - 1987
Education
Fairleigh Dickinson University 1974 — 1976
BS, Marketing
West Virginia University 1972 — 1974
Business
Kathryn Lyles's Fidelity Investments Experience March 2011 - July 2012
Job Manager of Business Operations at Nivis
Industry Accounting
Experience
Nivis August 2014 - Present
Nivis August 2013 - August 2014
Fidelity Investments March 2011 - July 2012
Social Security Administration August 2001 - December 2004
Skills
Series 7, Finance, Series 63, Accounting, Financial Analysis, Access, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Financial Services, Investments
Education
Methodist College 2010 — 2011
MBA, Business Administration
Fayetteville State University 2007 — 2009
Bachelor of Science, Accounting
Nivis August 2014 - Present
Nivis August 2013 - August 2014
Fidelity Investments March 2011 - July 2012
Social Security Administration August 2001 - December 2004
Skills
Series 7, Finance, Series 63, Accounting, Financial Analysis, Access, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Financial Services, Investments
Education
Methodist College 2010 — 2011
MBA, Business Administration
Fayetteville State University 2007 — 2009
Bachelor of Science, Accounting
Omar Ajaj's Fidelity Investments Experience February 2011 - January 2012
Job Vice President of International Business Development at Alex and Ani
Industry Retail
Experience
Alex and Ani May 2014 - Present
Alex and Ani USA January 2013 - May 2014
Alex and Ani USA January 2012 - January 2013
Fidelity Investments February 2011 - January 2012
Fidelity Investments March 2009 - February 2011
Fidelity Investments June 2008 - March 2009
Skills
International Business..., International Sales &..., Investments, Sales Operations, Financial Services, Series 63, Management, New Business Development, Mutual Funds, Asset Allocation, Portfolio Management, Leadership, Investment Strategies, 401k, Series 7, Retirement Planning, Asset Managment
Education
Fairfield University 2004 — 2008
BS, Finance
Alex and Ani May 2014 - Present
Alex and Ani USA January 2013 - May 2014
Alex and Ani USA January 2012 - January 2013
Fidelity Investments February 2011 - January 2012
Fidelity Investments March 2009 - February 2011
Fidelity Investments June 2008 - March 2009
Skills
International Business..., International Sales &..., Investments, Sales Operations, Financial Services, Series 63, Management, New Business Development, Mutual Funds, Asset Allocation, Portfolio Management, Leadership, Investment Strategies, 401k, Series 7, Retirement Planning, Asset Managment
Education
Fairfield University 2004 — 2008
BS, Finance
Elizabeth Tracy's Fidelity Investments Experience February 1999 - Present
Job Learning and Instructional Design Consultant
Industry Professional Training & Coaching
Experience
Fidelity Investments February 1999 - Present
Preceptiv Learning Solutions March 2009 - September 2010
Elizabeth Tracy and Associates February 1999 - September 2010
UnitedHealth Group June 2003 - January 2009
Insync Training June 2000 - June 2001
Fidelity Investments 1994 - 1999
The Travelers Insurance Company 1990 - 1994
The Connecticut Bank and Trust Company 1988 - 1990
Skills
Adult Education, Staff Development, ADDIE, Coaching, Onboarding
Education
University of Hartford 1989 — 1993
MBA, Organizational Behavior
Fairfield University 1985 — 1988
BA, English
Fidelity Investments February 1999 - Present
Preceptiv Learning Solutions March 2009 - September 2010
Elizabeth Tracy and Associates February 1999 - September 2010
UnitedHealth Group June 2003 - January 2009
Insync Training June 2000 - June 2001
Fidelity Investments 1994 - 1999
The Travelers Insurance Company 1990 - 1994
The Connecticut Bank and Trust Company 1988 - 1990
Skills
Adult Education, Staff Development, ADDIE, Coaching, Onboarding
Education
University of Hartford 1989 — 1993
MBA, Organizational Behavior
Fairfield University 1985 — 1988
BA, English
Katherine Chiarelli's Fidelity Investments Experience January 2012 - Present
Job Director Business Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments July 2008 - January 2012
Fidelity Investments July 2006 - July 2008
John Hancock June 2003 - June 2006
John Hancock Financial Services July 2002 - May 2003
John Hancock Financial Services July 2001 - July 2002
John Hancock Financial Services March 2001 - July 2001
John Hancock Financial Services November 1998 - March 2001
Skills
Financial Analysis, Essbase, Business Analysis, Business Process..., Project Management, Business Process..., Contract Management, Requirements Gathering, OBI, HP Service Manager, Business Objects, Quality Center, Rally, MS Project, Process Improvement, Operational Controls, Process Flow..., Data Validation, Problem Resolution, Staff Development, Effective Communication, IT Outsourcing..., Budgeting and..., Program Management, Vendor Management, Requirements..., User Acceptance Testing, Change Request..., Resource Planning, Virtual Team Leadership, Control-M Enterprise..., Expert Choice, Oracle DRM, SDLC, Agile & Waterfall..., Analysis, Business Process, Management
Education
Fairfield University 1994 — 1998
Bachelor's degree, Computer Information Systems & Accounting
Fidelity Investments January 2012 - Present
Fidelity Investments July 2008 - January 2012
Fidelity Investments July 2006 - July 2008
John Hancock June 2003 - June 2006
John Hancock Financial Services July 2002 - May 2003
John Hancock Financial Services July 2001 - July 2002
John Hancock Financial Services March 2001 - July 2001
John Hancock Financial Services November 1998 - March 2001
Skills
Financial Analysis, Essbase, Business Analysis, Business Process..., Project Management, Business Process..., Contract Management, Requirements Gathering, OBI, HP Service Manager, Business Objects, Quality Center, Rally, MS Project, Process Improvement, Operational Controls, Process Flow..., Data Validation, Problem Resolution, Staff Development, Effective Communication, IT Outsourcing..., Budgeting and..., Program Management, Vendor Management, Requirements..., User Acceptance Testing, Change Request..., Resource Planning, Virtual Team Leadership, Control-M Enterprise..., Expert Choice, Oracle DRM, SDLC, Agile & Waterfall..., Analysis, Business Process, Management
Education
Fairfield University 1994 — 1998
Bachelor's degree, Computer Information Systems & Accounting
Mary E. Monahan's Fidelity Investments Experience May 2012 - January 2014
Job Scrum Master Project Manager Sr. Business Analyst
Industry Financial Services
Experience
Blue Cross Blue Shield of Massachusetts July 2015 - Present
John Hancock Financial Services January 2014 - January 2015
Fidelity Investments May 2012 - January 2014
Fidelity Investments June 2011 - May 2012
MFS Investment Management 2010 - 2011
Putnam Investments 2005 - 2009
Putnam Investments 2004 - 2005
MPI Software 2002 - 2004
Commonwealth of Massachusetts 2001 - 2002
Fidelity Investments 2000 - 2001
Skills
Project Management, Business Analysis, Financial Services, SDLC, Fixed Income, Equities, Quality Center, Vendor Management, Visio, MS Project, Corporate Actions, SQL, Testing, Securities, Requirements Gathering, Trading Systems, Portfolio Management, Investments, Derivatives, System Migration, System Implementations, Requirements Analysis, System Requirements, Agile Methodologies, Scrum
Education
Suffolk University 1982 — 1984
BSBA, Management
Fisher College 1980 — 1982
AS, Accounting
Villanova University
Master Certificate, Project Management
Blue Cross Blue Shield of Massachusetts July 2015 - Present
John Hancock Financial Services January 2014 - January 2015
Fidelity Investments May 2012 - January 2014
Fidelity Investments June 2011 - May 2012
MFS Investment Management 2010 - 2011
Putnam Investments 2005 - 2009
Putnam Investments 2004 - 2005
MPI Software 2002 - 2004
Commonwealth of Massachusetts 2001 - 2002
Fidelity Investments 2000 - 2001
Skills
Project Management, Business Analysis, Financial Services, SDLC, Fixed Income, Equities, Quality Center, Vendor Management, Visio, MS Project, Corporate Actions, SQL, Testing, Securities, Requirements Gathering, Trading Systems, Portfolio Management, Investments, Derivatives, System Migration, System Implementations, Requirements Analysis, System Requirements, Agile Methodologies, Scrum
Education
Suffolk University 1982 — 1984
BSBA, Management
Fisher College 1980 — 1982
AS, Accounting
Villanova University
Master Certificate, Project Management
Vishal Varma's Fidelity Investments Experience April 2007 - March 2008
Job Process Architect at Con Edison
Industry Financial Services
Experience
Con Edison January 2012 - Present
Upright Technologies Inc May 2011 - January 2012
JMX Capital May 2009 - April 2011
Marlabs Inc November 2008 - May 2009
Eaton Corporation May 2008 - November 2008
Fidelity Investments April 2007 - March 2008
Marlabs Inc January 2006 - April 2007
Marlabs Inc August 2004 - November 2005
Aryan Group January 2002 - August 2004
Skills
ASP.NET, SSRS, T-SQL, RDBMS, MSMQ, Testing, Stored Procedures, Active Directory, Database Triggers, Analysis, C#, Web Services, .NET, XML, WCF, VB.NET, WPF, KDB+, WinForms, SQL, Microsoft SQL Server
Education
Fairleigh Dickinson University 2006 — 2007
MS, Computer Science
Maharshi Dayanand University
Bachelor of Engineering (B.Eng.), Computer Science
Con Edison January 2012 - Present
Upright Technologies Inc May 2011 - January 2012
JMX Capital May 2009 - April 2011
Marlabs Inc November 2008 - May 2009
Eaton Corporation May 2008 - November 2008
Fidelity Investments April 2007 - March 2008
Marlabs Inc January 2006 - April 2007
Marlabs Inc August 2004 - November 2005
Aryan Group January 2002 - August 2004
Skills
ASP.NET, SSRS, T-SQL, RDBMS, MSMQ, Testing, Stored Procedures, Active Directory, Database Triggers, Analysis, C#, Web Services, .NET, XML, WCF, VB.NET, WPF, KDB+, WinForms, SQL, Microsoft SQL Server
Education
Fairleigh Dickinson University 2006 — 2007
MS, Computer Science
Maharshi Dayanand University
Bachelor of Engineering (B.Eng.), Computer Science
harshpreet singh's Fidelity Investments Experience 2007 - 2009
Job Sr Business Analyst at Xerox
Industry Information Technology and Services
Experience
Xerox January 2010 - Present
Keane December 2006 - December 2009
Fidelity Investments 2007 - 2009
Skills
QA Engineering, Test Planning, QC 9.2, LoadRunner, Oracle Applications, SQL, Toad, SQL Navigator, Business Analysis, Team Leadership, Quality Management
Education
Fairleigh Dickinson University 2012 — 2014
Master's degree, Computer/Information Technology Administration and Management
S.J.C Institute of Technology 2002 — 2006
Bachelor of Engineering (BEng), Information Technology
Xerox January 2010 - Present
Keane December 2006 - December 2009
Fidelity Investments 2007 - 2009
Skills
QA Engineering, Test Planning, QC 9.2, LoadRunner, Oracle Applications, SQL, Toad, SQL Navigator, Business Analysis, Team Leadership, Quality Management
Education
Fairleigh Dickinson University 2012 — 2014
Master's degree, Computer/Information Technology Administration and Management
S.J.C Institute of Technology 2002 — 2006
Bachelor of Engineering (BEng), Information Technology
Kevin Pao's Fidelity Investments Experience August 1995 - December 2011
Job Sr. Quality Engineer at EMC
Industry Financial Services
Experience
EMC April 2012 - Present
Fidelity Investments August 1995 - December 2011
Dun&Bradstreet Software January 1994 - August 1995
Wang Laboratories Inc November 1990 - January 1994
Wang Laboratories Inc August 1987 - November 1990
McLeod Bishop System Inc August 1986 - August 1987
Education
Feng Chia University
B.S., Computer Science
University of Massachusetts at Lowell
M.S., Math. Computer
EMC April 2012 - Present
Fidelity Investments August 1995 - December 2011
Dun&Bradstreet Software January 1994 - August 1995
Wang Laboratories Inc November 1990 - January 1994
Wang Laboratories Inc August 1987 - November 1990
McLeod Bishop System Inc August 1986 - August 1987
Education
Feng Chia University
B.S., Computer Science
University of Massachusetts at Lowell
M.S., Math. Computer
Jami Whelan's Fidelity Investments Experience April 1986 - June 1995
Job Senior Systems Analyst
Industry Financial Services
Experience
Lord of Life Preschool 2008 - 2012
Fidelity Investments April 1986 - June 1995
Education
Fairfield University 1982 — 1987
Marketing
Lord of Life Preschool 2008 - 2012
Fidelity Investments April 1986 - June 1995
Education
Fairfield University 1982 — 1987
Marketing
Morgan West's Fidelity Investments Experience August 2013 - Present
Job Compliance Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Fidelity Investments July 2011 - August 2013
Fidelity Investments December 2010 - June 2011
Fidelity Investments October 2009 - November 2010
Fidelity Investments March 2008 - September 2009
Skills
Access, PowerPoint, Highly responsible, Organizational..., Excel, Word, Work Under Pressure, Communication Skills
Education
Fairfield University 2003 — 2007
BS, Dolan School of Business - Management
Fidelity Investments August 2013 - Present
Fidelity Investments July 2011 - August 2013
Fidelity Investments December 2010 - June 2011
Fidelity Investments October 2009 - November 2010
Fidelity Investments March 2008 - September 2009
Skills
Access, PowerPoint, Highly responsible, Organizational..., Excel, Word, Work Under Pressure, Communication Skills
Education
Fairfield University 2003 — 2007
BS, Dolan School of Business - Management
Grant Ferguson's Fidelity Investments Experience June 2011 - August 2011
Job Software Engineer Developer at Fidelity Investments PWI Architecture
Industry Computer Software
Experience
Fidelity Investments - PWI Architecture and Strategy September 2014 - Present
Fidelity Investments - Fidelity Customer Protection Services (FCPS) January 2013 - August 2014
Fidelity Investments - Leap Program July 2012 - December 2012
Fidelity Investments June 2011 - August 2011
Fairfield University August 2009 - May 2011
Skills
ODM, Git, Java, REST, SOA, WebSphere Application..., ActiveMQ, Apache Maven, Apache Tomcat, Shell Scripting, MS-DOS, XML, BRMS, ILOG, Apache Ant, Outlook, Spring Framework, Junit, HTML, SQL, Data Analysis, Business Rules, PowerPoint, Spring, Spring Integraton, Matlab, Operational Decision..., Research, Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word, Customer Service, Higher Education, Security, Clear Case, Databases
Education
Fairfield University 2008 — 2012
Bachelor's degree, Computer Science
Mercersburg Academy 2004 — 2008
Highschool Diploma
Fidelity Investments - PWI Architecture and Strategy September 2014 - Present
Fidelity Investments - Fidelity Customer Protection Services (FCPS) January 2013 - August 2014
Fidelity Investments - Leap Program July 2012 - December 2012
Fidelity Investments June 2011 - August 2011
Fairfield University August 2009 - May 2011
Skills
ODM, Git, Java, REST, SOA, WebSphere Application..., ActiveMQ, Apache Maven, Apache Tomcat, Shell Scripting, MS-DOS, XML, BRMS, ILOG, Apache Ant, Outlook, Spring Framework, Junit, HTML, SQL, Data Analysis, Business Rules, PowerPoint, Spring, Spring Integraton, Matlab, Operational Decision..., Research, Microsoft Excel, Public Speaking, Microsoft Office, Microsoft Word, Customer Service, Higher Education, Security, Clear Case, Databases
Education
Fairfield University 2008 — 2012
Bachelor's degree, Computer Science
Mercersburg Academy 2004 — 2008
Highschool Diploma
Amandeep Kaur, PMP® CSM's Fidelity Investments Experience May 2011 - January 2012
Job Project Manager at Maestro Technologies inc.
Industry Computer Software
Experience
AT&T Labs, Inc. June 2013 - Present
AT&T Labs, Inc. January 2012 - April 2013
Fidelity Investments May 2011 - January 2012
MetLife Auto & Home September 2010 - March 2011
National Center for Missing & Exploited Children March 2010 - August 2010
Horizon Blue Cross Blue Shield of New Jersey October 2007 - January 2010
P&G July 2007 - September 2007
Skills
SharePoint, Testing, Project Management, Business Requirements, Quality Assurance, Architecture, SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, Systems Analysis, SQL, Software Project..., Vendor Management, PMP, Agile Methodologies, Visio, Integration, Data Warehousing, User Acceptance Testing, PMO, MS Project, Leadership, Program Management, Management, Process Improvement, Software Documentation, Databases, Team Management, Enterprise Architecture
Education
Technical Institute of America 2013 — 2013
Master of computer science, Project Management
Fairleigh Dickinson University 2005 — 2007
MS, Computer Science
Adesh Institute of Engg and Technology 1999 — 2003
BTech, Computer Science
AT&T Labs, Inc. June 2013 - Present
AT&T Labs, Inc. January 2012 - April 2013
Fidelity Investments May 2011 - January 2012
MetLife Auto & Home September 2010 - March 2011
National Center for Missing & Exploited Children March 2010 - August 2010
Horizon Blue Cross Blue Shield of New Jersey October 2007 - January 2010
P&G July 2007 - September 2007
Skills
SharePoint, Testing, Project Management, Business Requirements, Quality Assurance, Architecture, SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, Systems Analysis, SQL, Software Project..., Vendor Management, PMP, Agile Methodologies, Visio, Integration, Data Warehousing, User Acceptance Testing, PMO, MS Project, Leadership, Program Management, Management, Process Improvement, Software Documentation, Databases, Team Management, Enterprise Architecture
Education
Technical Institute of America 2013 — 2013
Master of computer science, Project Management
Fairleigh Dickinson University 2005 — 2007
MS, Computer Science
Adesh Institute of Engg and Technology 1999 — 2003
BTech, Computer Science
Gwen Barbee's Fidelity Investments Experience August 1996 - August 2006
Job Usher
Industry Leisure, Travel & Tourism
Experience
Nederlander Theatres February 2014 - Present
Central Casting November 2007 - Present
Intercruises Shoreside & Portside July 2004 - Present
Fidelity Investments August 1996 - August 2006
Skills
Supervisory Skills, Contract Negotiation, Microsoft Office, Customer Service, Event Management, Microsoft Word, Event Planning
Education
Fashion Industries H. S.
Fashion Institute of Technology
AAS, Fashion Illustration
Nederlander Theatres February 2014 - Present
Central Casting November 2007 - Present
Intercruises Shoreside & Portside July 2004 - Present
Fidelity Investments August 1996 - August 2006
Skills
Supervisory Skills, Contract Negotiation, Microsoft Office, Customer Service, Event Management, Microsoft Word, Event Planning
Education
Fashion Industries H. S.
Fashion Institute of Technology
AAS, Fashion Illustration
William Yost's Fidelity Investments Experience September 2007 - March 2009
Job Associate at Freehill Hogan & Mahar LLP
Industry Law Practice
Experience
Freehill Hogan & Mahar LLP May 2012 - Present
Muller Law LLC January 2012 - May 2012
Rhode Island Superior Court January 2012 - April 2012
Rhode Island Sea Grant September 2011 - December 2011
Rhode Island Office of the Attorney General May 2011 - July 2011
Chungdahm Learning May 2009 - June 2010
Fidelity Investments September 2007 - March 2009
ArchivesOne May 2006 - August 2007
Skills
Legal Research, Courts, Nonprofits, Research, Legal Writing, Westlaw, Community Outreach
Education
Roger Williams University School of Law 2010 — 2013
Doctor of Law (J.D.)
Fairfield University 2002 — 2006
Bachelor of Arts (B.A.), English Major, Classics Minor
Freehill Hogan & Mahar LLP May 2012 - Present
Muller Law LLC January 2012 - May 2012
Rhode Island Superior Court January 2012 - April 2012
Rhode Island Sea Grant September 2011 - December 2011
Rhode Island Office of the Attorney General May 2011 - July 2011
Chungdahm Learning May 2009 - June 2010
Fidelity Investments September 2007 - March 2009
ArchivesOne May 2006 - August 2007
Skills
Legal Research, Courts, Nonprofits, Research, Legal Writing, Westlaw, Community Outreach
Education
Roger Williams University School of Law 2010 — 2013
Doctor of Law (J.D.)
Fairfield University 2002 — 2006
Bachelor of Arts (B.A.), English Major, Classics Minor
William McGee's Fidelity Investments Experience 2000 - 2011
Job Principal Systems Analyst
Industry Financial Services
Experience
Currently Available for Work 2012 - Present
Fidelity Investments 2000 - 2011
Northeastern University 1998 - 2000
Skills
Data Analysis, Data Mining, Data Management, Requirements Analysis, Quality Assurance, Requirements Gathering, Documentation, Change Management, Business Analysis, Requirements..., Systems Analysis, Technical Documentation, MS Project, MS Office Suite, HTML/XML, Web Services, Oracle, SQL, Project Delivery
Education
Fairfield University
Bachelor's degree, Industrial Management
Currently Available for Work 2012 - Present
Fidelity Investments 2000 - 2011
Northeastern University 1998 - 2000
Skills
Data Analysis, Data Mining, Data Management, Requirements Analysis, Quality Assurance, Requirements Gathering, Documentation, Change Management, Business Analysis, Requirements..., Systems Analysis, Technical Documentation, MS Project, MS Office Suite, HTML/XML, Web Services, Oracle, SQL, Project Delivery
Education
Fairfield University
Bachelor's degree, Industrial Management
Geordie Carrick's Fidelity Investments Experience April 2015 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments June 2014 - April 2015
Fidelity Investments May 2013 - November 2013
Skills
Investments, Microsoft Excel, PowerPoint, Social Media, Financial Modeling, Microsoft Word, Public Speaking, Financial Analysis, Bloomberg, Microsoft Office, Leadership, Analysis, Market Research
Education
Fairfield University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Fidelity Investments April 2015 - Present
Fidelity Investments June 2014 - April 2015
Fidelity Investments May 2013 - November 2013
Skills
Investments, Microsoft Excel, PowerPoint, Social Media, Financial Modeling, Microsoft Word, Public Speaking, Financial Analysis, Bloomberg, Microsoft Office, Leadership, Analysis, Market Research
Education
Fairfield University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Nicole Russell's Fidelity Investments Experience July 2010 - Present
Job Legal Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Skills
Corporate Law, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Services, Process Improvement, Leadership, Access, Financial Analysis, Customer Service
Education
Stonehill College 1999 — 2001
Bachelor of Arts (B.A.)
Fairfield University 1997 — 1999
Fidelity Investments July 2010 - Present
Skills
Corporate Law, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Services, Process Improvement, Leadership, Access, Financial Analysis, Customer Service
Education
Stonehill College 1999 — 2001
Bachelor of Arts (B.A.)
Fairfield University 1997 — 1999
Shirley Harkey's Fidelity Investments Experience June 2008 - December 2009
Job Sr. Compensation Analyst at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank July 2013 - Present
PNC July 2010 - June 2013
Fidelity Investments June 2008 - December 2009
SunTrust Bank April 2002 - September 2007
Wells Fargo February 2001 - February 2002
BB&T August 1997 - February 2001
BB&T February 1986 - August 1997
Skills
Compensation, Compensation Structures, Compensation Strategies, Sales Compensation..., Salary Review, PeopleSoft, Microsoft Excel, Microsoft Word, Access, Banking, Retail Banking, Project Management, Financial Analysis, Analysis, Human Resources, Process Improvement, Management, Mergers & Acquisitions, Leadership, Retail Sales, Floral Design, Real Estate Sales, CompAnalyst, PeopleFluent, Ultipro
Education
Fayetteville State University 1994 — 1996
Bachelor of Science (BS), Psychology
First Citizens Bank July 2013 - Present
PNC July 2010 - June 2013
Fidelity Investments June 2008 - December 2009
SunTrust Bank April 2002 - September 2007
Wells Fargo February 2001 - February 2002
BB&T August 1997 - February 2001
BB&T February 1986 - August 1997
Skills
Compensation, Compensation Structures, Compensation Strategies, Sales Compensation..., Salary Review, PeopleSoft, Microsoft Excel, Microsoft Word, Access, Banking, Retail Banking, Project Management, Financial Analysis, Analysis, Human Resources, Process Improvement, Management, Mergers & Acquisitions, Leadership, Retail Sales, Floral Design, Real Estate Sales, CompAnalyst, PeopleFluent, Ultipro
Education
Fayetteville State University 1994 — 1996
Bachelor of Science (BS), Psychology
Daniel Begley's Fidelity Investments Experience 2011 - Present
Job Vice President, Regional Planning Consultant
Industry Financial Services
Experience
Fidelity Investments 2011 - Present
Fidelity Investments 2007 - 2011
Fidelity Investments 2003 - 2007
Education
Fairfield University 1991 — 1995
Bachelor of Arts, English Language and Literature/Letters
Fidelity Investments 2011 - Present
Fidelity Investments 2007 - 2011
Fidelity Investments 2003 - 2007
Education
Fairfield University 1991 — 1995
Bachelor of Arts, English Language and Literature/Letters
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank