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
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Bernie Davis CFP ® Bernie Davis CFP ®'s Fidelity Investments Experience March 1993 - June 1995
Job Registered Investment Advisor Representative at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2011 - Present
TIAA-CREF May 2006 - July 2011
Charles Schwab June 1995 - May 2006
Fidelity Investments March 1993 - June 1995
Skills
Financial Services, Investments, Series 7, Series 9, Series 10, Series 63, Series 65, Series 66, Life Insurance, Fixed Annuities, Variable Annuities, Fixed Income, FINRA, Risk Management
Education
Fordham University
Bachelor's Degree, Business Administration - Finance
Fordham University
Bachelor’s Degree, Finance, General
TIAA-CREF July 2011 - Present
TIAA-CREF May 2006 - July 2011
Charles Schwab June 1995 - May 2006
Fidelity Investments March 1993 - June 1995
Skills
Financial Services, Investments, Series 7, Series 9, Series 10, Series 63, Series 65, Series 66, Life Insurance, Fixed Annuities, Variable Annuities, Fixed Income, FINRA, Risk Management
Education
Fordham University
Bachelor's Degree, Business Administration - Finance
Fordham University
Bachelor’s Degree, Finance, General
Monica (Helenek) Murphy Monica (Helenek) Murphy's Fidelity Investments Experience June 2008 - March 2010
Job Group Sales Manager at Le Meridien Tampa
Industry Hospitality
Experience
Le Meridien Tampa October 2015 - Present
Embassy Suites Tampa Airport/Westshore December 2011 - October 2015
Meeting Professionals International - Tampa Bay Chapter July 2012 - May 2015
Hyatt Regency Tampa March 2010 - November 2011
Fidelity Investments June 2008 - March 2010
Student Housing Solutions July 2007 - April 2008
ClubCorp February 2006 - April 2007
Tradewinds Resort May 2006 - August 2006
Skills
Marketing, Sales, Hospitality, Customer Service, Time Management, Event Management, Event Planning, Food & Beverage, Hotels, Trade Shows, Meeting Planning, Leadership, Hospitality Industry, Hospitality Management, Restaurants, Management
Education
Florida State University - College of Business 2004 — 2008
BA, Finance, Hospitality Administration
Le Meridien Tampa October 2015 - Present
Embassy Suites Tampa Airport/Westshore December 2011 - October 2015
Meeting Professionals International - Tampa Bay Chapter July 2012 - May 2015
Hyatt Regency Tampa March 2010 - November 2011
Fidelity Investments June 2008 - March 2010
Student Housing Solutions July 2007 - April 2008
ClubCorp February 2006 - April 2007
Tradewinds Resort May 2006 - August 2006
Skills
Marketing, Sales, Hospitality, Customer Service, Time Management, Event Management, Event Planning, Food & Beverage, Hotels, Trade Shows, Meeting Planning, Leadership, Hospitality Industry, Hospitality Management, Restaurants, Management
Education
Florida State University - College of Business 2004 — 2008
BA, Finance, Hospitality Administration
Scott Paleta's Fidelity Investments Experience November 2011 - July 2014
Job Client Support Representative at Advent Software
Industry Financial Services
Experience
Advent Software June 2014 - Present
Florida Soccer Association December 2003 - Present
Fidelity Investments November 2011 - July 2014
Vector Marketing August 2009 - January 2014
Pet Supermarket June 2007 - May 2008
Skills
Sales, Direct Sales, Customer Service, Marketing, Time Management, Retail, Sales Management, Microsoft Excel, PowerPoint, Sales Operations, Cold Calling, Leadership, Microsoft Office, Microsoft Word, Sales Presentations, Market Research, Account Management, Merchandising, Teamwork, Marketing Strategy
Education
Florida State University - College of Business 2007 — 2011
BS, Finance, Management
Advent Software June 2014 - Present
Florida Soccer Association December 2003 - Present
Fidelity Investments November 2011 - July 2014
Vector Marketing August 2009 - January 2014
Pet Supermarket June 2007 - May 2008
Skills
Sales, Direct Sales, Customer Service, Marketing, Time Management, Retail, Sales Management, Microsoft Excel, PowerPoint, Sales Operations, Cold Calling, Leadership, Microsoft Office, Microsoft Word, Sales Presentations, Market Research, Account Management, Merchandising, Teamwork, Marketing Strategy
Education
Florida State University - College of Business 2007 — 2011
BS, Finance, Management
Lee Neville's Fidelity Investments Experience May 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Florida Department of Health (Central Purchasing Office) June 2013 - May 2014
Alpha Kappa Psi April 2012 - May 2014
BodyTrac Health & Fitness August 2012 - December 2012
Sam Goody January 2011 - May 2011
Skills
Facebook, Microsoft Excel, Social Media Marketing, Social Media, Social Networking, PowerPoint, Fitness, Time Management, Customer Service, Budgets, Financial Analysis
Education
Florida State University - College of Business 2010 — 2014
Bachelor of Science, Finance, Applied Economics, GPA - 3.5
Fidelity Investments May 2014 - Present
Florida Department of Health (Central Purchasing Office) June 2013 - May 2014
Alpha Kappa Psi April 2012 - May 2014
BodyTrac Health & Fitness August 2012 - December 2012
Sam Goody January 2011 - May 2011
Skills
Facebook, Microsoft Excel, Social Media Marketing, Social Media, Social Networking, PowerPoint, Fitness, Time Management, Customer Service, Budgets, Financial Analysis
Education
Florida State University - College of Business 2010 — 2014
Bachelor of Science, Finance, Applied Economics, GPA - 3.5
Kyle Bitterman Kyle Bitterman's Fidelity Investments Experience June 2015 - August 2015
Job Summer Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - August 2015
Angelo's Soccer Corner April 2010 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java
Education
Fordham University 2012 — 2016
Fidelity Investments June 2015 - August 2015
Angelo's Soccer Corner April 2010 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java
Education
Fordham University 2012 — 2016
Honeyrock Ingram Honeyrock Ingram's Fidelity Investments Experience May 2009 - June 2011
Job Owner, Founding Partner at Kaza House
Industry Hospitality
Experience
Kaza House September 2014 - Present
The Buccaneer Hotel August 2013 - September 2014
Small Business Association May 2013 - August 2013
KPMG June 2011 - February 2013
Fidelity Investments May 2009 - June 2011
Merrill Lynch February 2007 - November 2008
Deutsche Bank May 2006 - February 2007
COMSYS, Information Technology Services September 2005 - May 2006
Skills
PeopleSoft, Networking, Accounting, Team Leadership, Talent Management, Public Speaking, Human Resources, Training, Recruiting, College Recruiting, Microsoft Excel, Employee Relations, Coaching, Organizational..., Leadership, Management, Program Management, Personnel Management, Consulting, Leadership Development, Sourcing, Budgets, PowerPoint, Time Management, Nonprofits, Teamwork, Career Development, Public Relations
Education
Fordham University 2010 — 2012
MS, Human Resource Education
University of Havana 2000 — 2002
Study Abroad, Politics & Society
Saint John's University 1999 — 2002
BA, Government & Politics
Louis Armstrong
Kaza House September 2014 - Present
The Buccaneer Hotel August 2013 - September 2014
Small Business Association May 2013 - August 2013
KPMG June 2011 - February 2013
Fidelity Investments May 2009 - June 2011
Merrill Lynch February 2007 - November 2008
Deutsche Bank May 2006 - February 2007
COMSYS, Information Technology Services September 2005 - May 2006
Skills
PeopleSoft, Networking, Accounting, Team Leadership, Talent Management, Public Speaking, Human Resources, Training, Recruiting, College Recruiting, Microsoft Excel, Employee Relations, Coaching, Organizational..., Leadership, Management, Program Management, Personnel Management, Consulting, Leadership Development, Sourcing, Budgets, PowerPoint, Time Management, Nonprofits, Teamwork, Career Development, Public Relations
Education
Fordham University 2010 — 2012
MS, Human Resource Education
University of Havana 2000 — 2002
Study Abroad, Politics & Society
Saint John's University 1999 — 2002
BA, Government & Politics
Louis Armstrong
Nathan Tisdale's Fidelity Investments Experience February 2004 - April 2004
Job CISSP CSSLP CEH CTFL
Industry Information Technology and Services
Experience
Hewlett-Packard September 2009 - Present
Precision Digital Networks July 2009 - September 2009
Storrs Winery August 2006 - January 2009
Crooked Vine Winery February 2005 - April 2006
@Stake April 2004 - July 2004
Fidelity Investments February 2004 - April 2004
Fidelity Investments April 2003 - July 2003
Certiviable 2003 - 2003
Fidelity Investments April 2002 - October 2002
SanDisk 2002 - 2002
Skills
Leadership, Management, Java, Testing, Troubleshooting, Servers, Security, Windows Server, Technical Support, Microsoft Exchange, Information Security, Active Directory, Linux, Enterprise Software, Integration, ArcSight, Virtualization, TCP/IP, HP, Firewalls, VMware, System Deployment, Information Security..., Technical Training, SIEM, DNS, Disaster Recovery, Microsoft SQL Server, Network Security, Bash, Solaris, Interviewing Skills, Visual Basic, Winemaking, Empathy, Employee Engagement, User Acceptance Testing, Black Box Testing, Instructional Design, Mindfulness Based..., SQL, Oracle, Cloud Computing, Databases, JIRA, Shell Scripting, SDLC
Education
University of California, Davis 2005 — 2007
Certificate in Winemaking
Abington High School
Foothill College
Hewlett-Packard September 2009 - Present
Precision Digital Networks July 2009 - September 2009
Storrs Winery August 2006 - January 2009
Crooked Vine Winery February 2005 - April 2006
@Stake April 2004 - July 2004
Fidelity Investments February 2004 - April 2004
Fidelity Investments April 2003 - July 2003
Certiviable 2003 - 2003
Fidelity Investments April 2002 - October 2002
SanDisk 2002 - 2002
Skills
Leadership, Management, Java, Testing, Troubleshooting, Servers, Security, Windows Server, Technical Support, Microsoft Exchange, Information Security, Active Directory, Linux, Enterprise Software, Integration, ArcSight, Virtualization, TCP/IP, HP, Firewalls, VMware, System Deployment, Information Security..., Technical Training, SIEM, DNS, Disaster Recovery, Microsoft SQL Server, Network Security, Bash, Solaris, Interviewing Skills, Visual Basic, Winemaking, Empathy, Employee Engagement, User Acceptance Testing, Black Box Testing, Instructional Design, Mindfulness Based..., SQL, Oracle, Cloud Computing, Databases, JIRA, Shell Scripting, SDLC
Education
University of California, Davis 2005 — 2007
Certificate in Winemaking
Abington High School
Foothill College
Phillip DeBoalt Phillip DeBoalt's Fidelity Investments Experience March 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments June 2014 - March 2015
Strategic Financial Partners May 2012 - May 2014
Rio Grande Exploration August 2005 - December 2010
Strategic Financial Partners January 2004 - August 2005
Skills
Investments, Strategic Financial..., Contract Negotiation, Microsoft Office, Marketing Strategy, Sales Management, Retirement Planning, Photoshop, Photography, Portfolio Management, Negotiation, Insurance, Financial Analysis, Financial Planning, Financial Management
Education
University of Utah 2011 — 2012
Physics & Chemistry
Fort Lewis College 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration, 3.35
Fidelity Investments March 2015 - Present
Fidelity Investments June 2014 - March 2015
Strategic Financial Partners May 2012 - May 2014
Rio Grande Exploration August 2005 - December 2010
Strategic Financial Partners January 2004 - August 2005
Skills
Investments, Strategic Financial..., Contract Negotiation, Microsoft Office, Marketing Strategy, Sales Management, Retirement Planning, Photoshop, Photography, Portfolio Management, Negotiation, Insurance, Financial Analysis, Financial Planning, Financial Management
Education
University of Utah 2011 — 2012
Physics & Chemistry
Fort Lewis College 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration, 3.35
Samantha Panagos's Fidelity Investments Experience March 2015 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Miami International Realty January 2014 - Present
Education
Florida State University - College of Business 2007 — 2011
BS, Finance and Marketing
Fidelity Investments March 2015 - Present
Miami International Realty January 2014 - Present
Education
Florida State University - College of Business 2007 — 2011
BS, Finance and Marketing
Amy Gifford Hume's Fidelity Investments Experience 1997 - 2002
Job Leadership Recruiting at Community Health Network
Industry Human Resources
Experience
Community Health Network October 2013 - Present
Hume & Resources 2003 - Present
Caroline Dowd-Higgins, LLC 2012 - December 2014
Cook Medical May 2007 - August 2012
Indiana University 2003 - 2007
Framingham State College 2001 - 2003
Fidelity Investments 1997 - 2002
T. Rowe Price 1992 - 1997
Coopers & Lybrand Consulting 1986 - 1992
Skills
Resume Writing, Job Search Strategies, Career Counseling, Career Development, MBTI, Public Speaking, Interview Preparation, Coaching, Leadership Development, Teaching, Strong Interest..., Editing, Team Building, Job Search, Resume, Interviews, Psychotherapy, Workshop Facilitation, Job Coaching, Career Management, Staff Development, Conflict Resolution, Mock Interviews, Career Assessment, Program Development, Organizational..., Employee Training, Executive Networking
Education
Framingham State University 2000 — 2003
MA, Counseling Psychology
Indiana University Bloomington 1980 — 1984
Bachelor of Arts (B.A.), Psychology and Telecommunications
Waggener
Community Health Network October 2013 - Present
Hume & Resources 2003 - Present
Caroline Dowd-Higgins, LLC 2012 - December 2014
Cook Medical May 2007 - August 2012
Indiana University 2003 - 2007
Framingham State College 2001 - 2003
Fidelity Investments 1997 - 2002
T. Rowe Price 1992 - 1997
Coopers & Lybrand Consulting 1986 - 1992
Skills
Resume Writing, Job Search Strategies, Career Counseling, Career Development, MBTI, Public Speaking, Interview Preparation, Coaching, Leadership Development, Teaching, Strong Interest..., Editing, Team Building, Job Search, Resume, Interviews, Psychotherapy, Workshop Facilitation, Job Coaching, Career Management, Staff Development, Conflict Resolution, Mock Interviews, Career Assessment, Program Development, Organizational..., Employee Training, Executive Networking
Education
Framingham State University 2000 — 2003
MA, Counseling Psychology
Indiana University Bloomington 1980 — 1984
Bachelor of Arts (B.A.), Psychology and Telecommunications
Waggener
Lauren Femia Lauren Femia's Fidelity Investments Experience May 2012 - August 2012
Job Consultant | Deloitte Advisory
Industry Financial Services
Experience
Deloitte September 2014 - Present
UBS June 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Warner Music Group January 2012 - May 2012
Dial Global June 2011 - August 2011
Skills
Microsoft Office, Data Analysis, Microsoft Excel, Research, Microsoft Word, PowerPoint, Social Networking, Customer Service, Event Planning, Analysis, Facebook, Public Speaking, Financial Analysis, Social Media, Teamwork
Education
Fordham University 2010 — 2014
Bachelor of Science, Applied Accounting and Finance
University College Dublin 2013 — 2013
Business/Commerce, General
Deloitte September 2014 - Present
UBS June 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Warner Music Group January 2012 - May 2012
Dial Global June 2011 - August 2011
Skills
Microsoft Office, Data Analysis, Microsoft Excel, Research, Microsoft Word, PowerPoint, Social Networking, Customer Service, Event Planning, Analysis, Facebook, Public Speaking, Financial Analysis, Social Media, Teamwork
Education
Fordham University 2010 — 2014
Bachelor of Science, Applied Accounting and Finance
University College Dublin 2013 — 2013
Business/Commerce, General
Kelsey Christie Kelsey Christie's Fidelity Investments Experience July 2015 - Present
Job Associate Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments September 2014 - December 2014
Fidelity Investments June 2014 - August 2014
Revlon October 2013 - December 2013
American Eagle Outfitters June 2012 - December 2013
Education
Fordham University 2011 — 2015
Bachelor of Arts (BA), Economics
Danish Institute for Study Abroad
Global Economics
Fidelity Investments July 2015 - Present
Fidelity Investments September 2014 - December 2014
Fidelity Investments June 2014 - August 2014
Revlon October 2013 - December 2013
American Eagle Outfitters June 2012 - December 2013
Education
Fordham University 2011 — 2015
Bachelor of Arts (BA), Economics
Danish Institute for Study Abroad
Global Economics
Jim Streit's Fidelity Investments Experience June 2000 - February 2006
Job Sr Business Analyst | BA Manager | Quality Analyst | Data Specialist | Open to Contract or FTE
Industry Information Technology and Services
Experience
Open to Next Opportunity February 2013 - Present
I Love It Preferred Gifts August 2010 - Present
Quail Crest Estates HOA 2005 - Present
Alcon-Novartis Contractor October 2012 - January 2013
In Transition to next great opportunity September 2010 - September 2012
HealthMarkets December 2007 - August 2010
AMBA June 2007 - November 2007
Thrivent Financial for Lutherans September 2006 - December 2006
Fidelity Investments June 2000 - February 2006
RCG Global Services October 1997 - January 1999
Skills
Requirements Gathering, Elicitation, Business Analysis, Process Improvement, SDLC, Business Development, Functional Testing, Cross-functional Team..., Change Management, Root Cause Analysis, Problem Analysis, Collaborative Problem..., Problem Management, Health Insurance, Healthcare IT, Financial Services, Project Management, Cross Functional Team..., Technical Writing, User Stories, Application Design &..., User Acceptance Testing, User Documentation, End User Training, Teaching, Quality Assurance, Data Analysis, Database Design, Database Administration, MS Office Suite: Word,..., Meeting Leadership, Resource..., Critical Situation..., Marketing Training, Education Management, Instructional Systems..., People Management, Customer Service, Helping Clients Succeed, Telephone Interaction, Negotiation, Microsoft Word, Meeting, PowerPoint, Leadership, Microsoft Excel, Software Documentation, Analysis, Training
Education
Fort Hays State University 1965 — 1969
BS, Business
Open to Next Opportunity February 2013 - Present
I Love It Preferred Gifts August 2010 - Present
Quail Crest Estates HOA 2005 - Present
Alcon-Novartis Contractor October 2012 - January 2013
In Transition to next great opportunity September 2010 - September 2012
HealthMarkets December 2007 - August 2010
AMBA June 2007 - November 2007
Thrivent Financial for Lutherans September 2006 - December 2006
Fidelity Investments June 2000 - February 2006
RCG Global Services October 1997 - January 1999
Skills
Requirements Gathering, Elicitation, Business Analysis, Process Improvement, SDLC, Business Development, Functional Testing, Cross-functional Team..., Change Management, Root Cause Analysis, Problem Analysis, Collaborative Problem..., Problem Management, Health Insurance, Healthcare IT, Financial Services, Project Management, Cross Functional Team..., Technical Writing, User Stories, Application Design &..., User Acceptance Testing, User Documentation, End User Training, Teaching, Quality Assurance, Data Analysis, Database Design, Database Administration, MS Office Suite: Word,..., Meeting Leadership, Resource..., Critical Situation..., Marketing Training, Education Management, Instructional Systems..., People Management, Customer Service, Helping Clients Succeed, Telephone Interaction, Negotiation, Microsoft Word, Meeting, PowerPoint, Leadership, Microsoft Excel, Software Documentation, Analysis, Training
Education
Fort Hays State University 1965 — 1969
BS, Business
Marlene Rupp, CBCP's Fidelity Investments Experience 1989 - 2003
Job Vice President, Global Continuity Services at State Street
Industry Financial Services
Experience
State Street May 2011 - Present
Wellington Management Company September 2003 - May 2011
Fidelity Investments 1989 - 2003
The Computer Factory 1987 - 1989
Skills
Business Continuity, Risk Management, Vendor Management, Disaster Recovery, Business Continuity..., Program Management, Operational Risk..., Incident Management, Project Management, Risk Assessment, Relationship Management, Business Analysis, Enterprise Risk..., Emergency Management, Crisis Management, Management, Leadership, Governance, Security
Education
Fort Hays State University
Bachelor of Science, Education
State Street May 2011 - Present
Wellington Management Company September 2003 - May 2011
Fidelity Investments 1989 - 2003
The Computer Factory 1987 - 1989
Skills
Business Continuity, Risk Management, Vendor Management, Disaster Recovery, Business Continuity..., Program Management, Operational Risk..., Incident Management, Project Management, Risk Assessment, Relationship Management, Business Analysis, Enterprise Risk..., Emergency Management, Crisis Management, Management, Leadership, Governance, Security
Education
Fort Hays State University
Bachelor of Science, Education
Cody Kritzer's Fidelity Investments Experience January 2015 - Present
Job Investment Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Merrill Lynch June 2009 - December 2014
Skills
Financial Analysis, Investments, Finance, Leadership, Financial Modeling, Series 7, Mutual Funds, Asset Management, Equities, Fixed Income, Portfolio Management, Financial Services, Stock Market, Asset Allocation, Bloomberg, Retirement Planning, Series 63, Microsoft Office, Social Media
Education
Fordham University
BS, Finance & Economics
Westwood High School
Fidelity Investments January 2015 - Present
Merrill Lynch June 2009 - December 2014
Skills
Financial Analysis, Investments, Finance, Leadership, Financial Modeling, Series 7, Mutual Funds, Asset Management, Equities, Fixed Income, Portfolio Management, Financial Services, Stock Market, Asset Allocation, Bloomberg, Retirement Planning, Series 63, Microsoft Office, Social Media
Education
Fordham University
BS, Finance & Economics
Westwood High School
Harsh Singh MBA in Finance & Information Systems Harsh Singh MBA in Finance & Information Systems's Fidelity Investments Experience July 2014 - Present
Job Prime Services,Securities Finance
Industry Information Technology and Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments June 2012 - July 2014
Advisen Ltd., New York, NY, USA January 2010 - June 2012
Autodesk. California, USA March 2008 - December 2008
GlobalLogic March 2006 - December 2008
Oracle August 2004 - March 2006
Interra Information Technologies (InterraIT) June 2003 - July 2004
Skills
Technology Leadership, Business Analysis, Front Office Development, Scrum, Web Services, Data Analysis, Spring, Tomcat, Hibernate, Requirements Gathering, SQL, Java, SOA, Software Development, XML, Ant, Databases, Business Intelligence, JMS, PowerPoint, PL/SQL, Design Patterns, Client Interfacing, Java/J2EE, Oracle SQL, Software Project..., Eclipse, Maven, JBoss, AJAX, Websphere, HTML, Excel, JDeveloper, Cognos, Weblogic, JDBC, Agile, SOAP, Subversion, MySQL, DB2, CSS, Application Servers, Windows, Word, UML, Spring Framework, Agile Methodologies, Web Applications
Education
Fordham Gabelli School of Business 2009 — 2010
MBA, Finance & Information Systems
Netaji Subhas Institute of Technology 1999 — 2003
BE, Instrumentation
Fidelity Investments July 2014 - Present
Fidelity Investments June 2012 - July 2014
Advisen Ltd., New York, NY, USA January 2010 - June 2012
Autodesk. California, USA March 2008 - December 2008
GlobalLogic March 2006 - December 2008
Oracle August 2004 - March 2006
Interra Information Technologies (InterraIT) June 2003 - July 2004
Skills
Technology Leadership, Business Analysis, Front Office Development, Scrum, Web Services, Data Analysis, Spring, Tomcat, Hibernate, Requirements Gathering, SQL, Java, SOA, Software Development, XML, Ant, Databases, Business Intelligence, JMS, PowerPoint, PL/SQL, Design Patterns, Client Interfacing, Java/J2EE, Oracle SQL, Software Project..., Eclipse, Maven, JBoss, AJAX, Websphere, HTML, Excel, JDeveloper, Cognos, Weblogic, JDBC, Agile, SOAP, Subversion, MySQL, DB2, CSS, Application Servers, Windows, Word, UML, Spring Framework, Agile Methodologies, Web Applications
Education
Fordham Gabelli School of Business 2009 — 2010
MBA, Finance & Information Systems
Netaji Subhas Institute of Technology 1999 — 2003
BE, Instrumentation
Lauren Podnos's Fidelity Investments Experience July 2015 - Present
Job Investment Consultant
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
LearnVest, Inc. September 2014 - July 2015
Joel Isaacson & Co., LLC August 2013 - September 2014
Sargent Investment Group, Wells Fargo Advisors July 2011 - July 2013
Northrop Grumman Corporation May 2010 - July 2010
Skills
Finance, Securities, Investments, Portfolio Management, Marketing, Asset Managment, Wealth Management, Strategic Financial...
Education
Florida State University - College of Business 2007 — 2011
Bachelors, Finance and Marketing
Georgetown University 2012 — 2013
CFP Certificate Program
Fidelity Investments July 2015 - Present
LearnVest, Inc. September 2014 - July 2015
Joel Isaacson & Co., LLC August 2013 - September 2014
Sargent Investment Group, Wells Fargo Advisors July 2011 - July 2013
Northrop Grumman Corporation May 2010 - July 2010
Skills
Finance, Securities, Investments, Portfolio Management, Marketing, Asset Managment, Wealth Management, Strategic Financial...
Education
Florida State University - College of Business 2007 — 2011
Bachelors, Finance and Marketing
Georgetown University 2012 — 2013
CFP Certificate Program
Kendra Castaneda Kendra Castaneda's Fidelity Investments Experience July 2014 - Present
Job Systems Analyst at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments January 2013 - July 2014
Fidelity Investments July 2012 - January 2013
Mew Mew Designs January 2012 - July 2012
West Side Construction Co., Inc May 2009 - November 2011
UTeach August 2009 - December 2010
Fordham University January 2009 - May 2009
Home Interiors & Gifts February 2005 - September 2008
Starbucks Coffee Company August 2007 - August 2008
Skills
Java, SQL, C++, Visual Studio, Unix, C#, Android, Microsoft Office, Linux, Bilingual-Spanish, OBI, OBIEE, Web Design, Customer Service, .NET, Project Planning, Informatica, User Interface Design, Systems Analysis, Teamwork, Accounting, Android Development, Windows 7, Accounts Payable, Accounts Receivable, Photoshop, Windows Phone, Windows Phone...
Education
The University of Texas at Dallas 2009 — 2012
Bachelors of Science, Software Engineering and Computer Science
Fordham University 2008 — 2009
Bachelor of Arts, Computer Science
Townview Law Magnet High School 2004 — 2008
High School Diploma
Fidelity Investments July 2014 - Present
Fidelity Investments January 2013 - July 2014
Fidelity Investments July 2012 - January 2013
Mew Mew Designs January 2012 - July 2012
West Side Construction Co., Inc May 2009 - November 2011
UTeach August 2009 - December 2010
Fordham University January 2009 - May 2009
Home Interiors & Gifts February 2005 - September 2008
Starbucks Coffee Company August 2007 - August 2008
Skills
Java, SQL, C++, Visual Studio, Unix, C#, Android, Microsoft Office, Linux, Bilingual-Spanish, OBI, OBIEE, Web Design, Customer Service, .NET, Project Planning, Informatica, User Interface Design, Systems Analysis, Teamwork, Accounting, Android Development, Windows 7, Accounts Payable, Accounts Receivable, Photoshop, Windows Phone, Windows Phone...
Education
The University of Texas at Dallas 2009 — 2012
Bachelors of Science, Software Engineering and Computer Science
Fordham University 2008 — 2009
Bachelor of Arts, Computer Science
Townview Law Magnet High School 2004 — 2008
High School Diploma
Nicholas Romano Nicholas Romano's Fidelity Investments Experience August 1995 - May 1998
Job CEO at AO Asset Management
Industry Investment Management
Experience
AO Asset Management June 2013 - Present
Andor Capital Management January 2011 - May 2013
Andor Capital Management September 2001 - October 2003
Pequot Capital January 1999 - September 2001
Fidelity Investments August 1995 - May 1998
Skills
Equities, Equity Research, Hedge Funds, Alternative Investments, Investments, Valuation, Asset Management
Education
New York University, Stern School of Business 1991 — 1995
Master of Business Administration (MBA), Finance, General
Fordham University 1985 — 1989
Bachelor of Science (B.S.), Finance
AO Asset Management June 2013 - Present
Andor Capital Management January 2011 - May 2013
Andor Capital Management September 2001 - October 2003
Pequot Capital January 1999 - September 2001
Fidelity Investments August 1995 - May 1998
Skills
Equities, Equity Research, Hedge Funds, Alternative Investments, Investments, Valuation, Asset Management
Education
New York University, Stern School of Business 1991 — 1995
Master of Business Administration (MBA), Finance, General
Fordham University 1985 — 1989
Bachelor of Science (B.S.), Finance
Biron Smythe's Fidelity Investments Experience January 2015 - Present
Job Client Management Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments June 2013 - January 2015
AXA Advisors August 2012 - May 2013
Colonial Life January 2012 - June 2012
Northwestern Mutual July 2011 - December 2011
Skills
Series 7, Retirement Planning, 403 b, Tax Sheltered Annuities, Marketing, Account Management, New Business Development, Sales, Brokers, Customer Service
Education
Florida State University - College of Business 2008 — 2012
Bachelor of Science (B.S.), Marketing and Professional Sales
Fidelity Investments January 2015 - Present
Fidelity Investments June 2013 - January 2015
AXA Advisors August 2012 - May 2013
Colonial Life January 2012 - June 2012
Northwestern Mutual July 2011 - December 2011
Skills
Series 7, Retirement Planning, 403 b, Tax Sheltered Annuities, Marketing, Account Management, New Business Development, Sales, Brokers, Customer Service
Education
Florida State University - College of Business 2008 — 2012
Bachelor of Science (B.S.), Marketing and Professional Sales
Teri Louie Teri Louie's Fidelity Investments Experience 2000 - 2005
Job Sr. Corporate Cash Manager at Arrow Electronics
Industry Semiconductors
Experience
Arrow Electronics February 2005 - Present
Fidelity Investments, New York, NY 2000 - 2005
Fidelity Investments 2000 - 2005
Fidelity Investments - National Financial Services 1991 - 2005
Skills
Financial Reporting, Forecasting, Cash Management, Sarbanes-Oxley Act, Finance, Retail, Options, Treasury Management, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Finance
Stony Brook University 1987 — 1991
BA in Economics/ Minor in Business Administration, Business
Arrow Electronics February 2005 - Present
Fidelity Investments, New York, NY 2000 - 2005
Fidelity Investments 2000 - 2005
Fidelity Investments - National Financial Services 1991 - 2005
Skills
Financial Reporting, Forecasting, Cash Management, Sarbanes-Oxley Act, Finance, Retail, Options, Treasury Management, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Finance
Stony Brook University 1987 — 1991
BA in Economics/ Minor in Business Administration, Business
Michael Walters, CFA Michael Walters, CFA's Fidelity Investments Experience November 2007 - June 2010
Job Analyst at Bertolet Capital
Industry Financial Services
Experience
Bertolet Capital December 2010 - Present
Bertolet Capital August 2010 - December 2010
Fidelity Investments November 2007 - June 2010
Fidelity Investments June 2006 - November 2007
Catalyst Investment Group June 2005 - August 2005
Freeride.com August 2004 - May 2005
Skills
Due Diligence, Valuation, Equities, Financial Modeling, Financial Analysis, Microsoft Excel, Excel, Public Speaking
Education
Fordham University 2002 — 2006
BS, Finance, Marketing
American Community School 2000 — 2002
Bertolet Capital December 2010 - Present
Bertolet Capital August 2010 - December 2010
Fidelity Investments November 2007 - June 2010
Fidelity Investments June 2006 - November 2007
Catalyst Investment Group June 2005 - August 2005
Freeride.com August 2004 - May 2005
Skills
Due Diligence, Valuation, Equities, Financial Modeling, Financial Analysis, Microsoft Excel, Excel, Public Speaking
Education
Fordham University 2002 — 2006
BS, Finance, Marketing
American Community School 2000 — 2002
Laura Galley's Fidelity Investments Experience May 2007 - September 2007
Job at Capital Markets Cooperative
Industry Information Technology and Services
Experience
Capital Markets Cooperative 2014 - Present
Ocenture, LLC, Jacksonville, Florida, USA July 2013 - August 2014
Deutsche Bank August 2011 - June 2013
Deutsche Bank July 2008 - August 2011
The Blood Alliance September 2008 - December 2008
Fidelity Investments May 2007 - September 2007
Skills
Testing, Management, Customer Service, User Acceptance Testing, Investment Banking, Quality Center, Derivatives, Test Management, Trading Systems, Test Planning, Equities, Regression Testing, Middle Office, Analysis, Business Analysis, Requirements Gathering, Project Management, Requirements Analysis, Leadership, Finance
Education
Florida State University - College of Business 2002 — 2007
Bachlors, Finance
Capital Markets Cooperative 2014 - Present
Ocenture, LLC, Jacksonville, Florida, USA July 2013 - August 2014
Deutsche Bank August 2011 - June 2013
Deutsche Bank July 2008 - August 2011
The Blood Alliance September 2008 - December 2008
Fidelity Investments May 2007 - September 2007
Skills
Testing, Management, Customer Service, User Acceptance Testing, Investment Banking, Quality Center, Derivatives, Test Management, Trading Systems, Test Planning, Equities, Regression Testing, Middle Office, Analysis, Business Analysis, Requirements Gathering, Project Management, Requirements Analysis, Leadership, Finance
Education
Florida State University - College of Business 2002 — 2007
Bachlors, Finance
Jennifer Brisson Jennifer Brisson's Fidelity Investments Experience September 2010 - Present
Job Senior Marketing Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2010 - Present
New England Journal of Medicine October 1998 - September 2010
National Managed Health Care Congress April 1997 - September 1998
National Managed Health Care Congress June 1994 - April 1997
Digital Consulting Inc. May 1993 - May 1994
Skills
SEO, Newsletter Writing, Meeting Planning, Email Marketing, Advertising, Event Management, Marketing Communications, Social Media, Online Marketing, Marketing Strategy, SEM, Direct Marketing, Event Planning, Social Media Marketing, Market Research, Copywriting, Writing, B2B, Brand Development, Public Speaking, Editing, Google Adwords, Vendor Relations, Budget Management, Trade Shows, Publishing, Newsletters, Content Management, Budgets, Digital Marketing, Web Analytics, Public Relations, CRM, Strategy, Creative Direction, Integrated Marketing
Education
Fordham University 1988 — 1992
BA, English
Milford High School 1984 — 1988
Fidelity Investments September 2010 - Present
New England Journal of Medicine October 1998 - September 2010
National Managed Health Care Congress April 1997 - September 1998
National Managed Health Care Congress June 1994 - April 1997
Digital Consulting Inc. May 1993 - May 1994
Skills
SEO, Newsletter Writing, Meeting Planning, Email Marketing, Advertising, Event Management, Marketing Communications, Social Media, Online Marketing, Marketing Strategy, SEM, Direct Marketing, Event Planning, Social Media Marketing, Market Research, Copywriting, Writing, B2B, Brand Development, Public Speaking, Editing, Google Adwords, Vendor Relations, Budget Management, Trade Shows, Publishing, Newsletters, Content Management, Budgets, Digital Marketing, Web Analytics, Public Relations, CRM, Strategy, Creative Direction, Integrated Marketing
Education
Fordham University 1988 — 1992
BA, English
Milford High School 1984 — 1988
Brian M. Cashin Brian M. Cashin's Fidelity Investments Experience August 1999 - January 2003
Job at First Commons Bank
Industry Financial Services
Experience
Retired July 2013 - Present
First Commons Bank, N. A. April 2009 - Present
First Commons Bank (in organization) 2008 - Present
Bulfinch Condo Assn 2000 - 2010
First Marblehead Corporation April 2005 - April 2007
First Marblehead Education Resources 2005 - 2007
Fidelity Investments August 1999 - January 2003
Fidelity Investments December 1995 - September 1999
Chase Manhattan Bank July 1989 - December 1995
ADP Brokerage Services 1985 - 1989
Skills
Financial Services, Vendor Management, Banking, Operations Management, Strategic Planning, Architecture, Data Center, Asset Managment, Software Development, Infrastructure..., Brokerage, Management Development, ITIL Implementation, Telecommunications..., Global Experience, IT Strategy, Architectures, Asset Management, Enterprise Architecture, Program Management, SDLC, Retirement Villages, Strategy, Information Technology, Business Continuity, Loans, Business Analysis, Outsourcing, IT Operations
Education
Fordham University - Graduate School of Business Administration 1973 — 1975
Master of Business Administration (MBA)
St. Francis College 1965 — 1969
Bachelor of Business Administration (B.B.A.)
Retired July 2013 - Present
First Commons Bank, N. A. April 2009 - Present
First Commons Bank (in organization) 2008 - Present
Bulfinch Condo Assn 2000 - 2010
First Marblehead Corporation April 2005 - April 2007
First Marblehead Education Resources 2005 - 2007
Fidelity Investments August 1999 - January 2003
Fidelity Investments December 1995 - September 1999
Chase Manhattan Bank July 1989 - December 1995
ADP Brokerage Services 1985 - 1989
Skills
Financial Services, Vendor Management, Banking, Operations Management, Strategic Planning, Architecture, Data Center, Asset Managment, Software Development, Infrastructure..., Brokerage, Management Development, ITIL Implementation, Telecommunications..., Global Experience, IT Strategy, Architectures, Asset Management, Enterprise Architecture, Program Management, SDLC, Retirement Villages, Strategy, Information Technology, Business Continuity, Loans, Business Analysis, Outsourcing, IT Operations
Education
Fordham University - Graduate School of Business Administration 1973 — 1975
Master of Business Administration (MBA)
St. Francis College 1965 — 1969
Bachelor of Business Administration (B.B.A.)
Agabos Makonnen's Fidelity Investments Experience August 2009 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2009 - Present
Fidelity Investments March 2008 - December 2008
Fidelity Investments May 2006 - June 2007
Fidelity Investments September 2000 - April 2006
Fidelity Investments September 1998 - September 2000
Putnam Investments January 1998 - September 1998
State Street July 1995 - December 1997
Skills
Portfolio Management, Asset Managment, Project Management, Bloomberg, Investment Management, Data Warehousing, Securities
Education
Framingham State University 1989 — 1993
BA
Marian High School 1985 — 1988
Fidelity Investments August 2009 - Present
Fidelity Investments March 2008 - December 2008
Fidelity Investments May 2006 - June 2007
Fidelity Investments September 2000 - April 2006
Fidelity Investments September 1998 - September 2000
Putnam Investments January 1998 - September 1998
State Street July 1995 - December 1997
Skills
Portfolio Management, Asset Managment, Project Management, Bloomberg, Investment Management, Data Warehousing, Securities
Education
Framingham State University 1989 — 1993
BA
Marian High School 1985 — 1988
Steven Cairns Steven Cairns's Fidelity Investments Experience July 2006 - July 2010
Job Regional Director at International Value Advisers
Industry Investment Management
Experience
International Value Advisers, LLC March 2014 - Present
Van Eck Global July 2010 - March 2014
Fidelity Investments July 2006 - July 2010
Skills
Alternative Investments, Mutual Funds, ETFs, Series 7, Natural Resources, Commodity, Gold, RIAs, Commodity Markets, Series 66
Education
Fordham University 2002 — 2006
B.S. Business Administration, Finance and Marketing
International Value Advisers, LLC March 2014 - Present
Van Eck Global July 2010 - March 2014
Fidelity Investments July 2006 - July 2010
Skills
Alternative Investments, Mutual Funds, ETFs, Series 7, Natural Resources, Commodity, Gold, RIAs, Commodity Markets, Series 66
Education
Fordham University 2002 — 2006
B.S. Business Administration, Finance and Marketing
Britney Marrow Britney Marrow's Fidelity Investments Experience June 2015 - Present
Job Associate Mainframe Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments May 2013 - Present
Harris Teeter October 2010 - Present
North Carolina State University at the Betsy-Jeff Penn 4-H Educational Center June 2009 - August 2012
Skills
Microsoft Powerpoint, Microsoft Excel, SharePoint, Software Deployment, Customer Service, Windows 7, Enterprise Storage, Time Management, Team Building, PowerPoint, Data Entry, Windows, Outlook, Program Management, Visio, Access
Education
North Carolina Agricultural and Technical State University 2012 — 2015
Computer and Information Systems Security/Information Assurance
Forsyth Technical Community College 2009 — 2012
N. C. State University
Fidelity Investments June 2015 - Present
Fidelity Investments May 2013 - Present
Harris Teeter October 2010 - Present
North Carolina State University at the Betsy-Jeff Penn 4-H Educational Center June 2009 - August 2012
Skills
Microsoft Powerpoint, Microsoft Excel, SharePoint, Software Deployment, Customer Service, Windows 7, Enterprise Storage, Time Management, Team Building, PowerPoint, Data Entry, Windows, Outlook, Program Management, Visio, Access
Education
North Carolina Agricultural and Technical State University 2012 — 2015
Computer and Information Systems Security/Information Assurance
Forsyth Technical Community College 2009 — 2012
N. C. State University
Katie Shoja Katie Shoja's Fidelity Investments Experience October 2014 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments 2007 - Present
JPMorgan Chase 2005 - 2007
Skills
CPA, Controllership Functions, Financial Analysis, Financial Services, Finance
Education
Fordham University
Accounting
Fidelity Investments October 2014 - Present
Fidelity Investments 2007 - Present
JPMorgan Chase 2005 - 2007
Skills
CPA, Controllership Functions, Financial Analysis, Financial Services, Finance
Education
Fordham University
Accounting
Jamie Biddle CFP® Jamie Biddle CFP®'s Fidelity Investments Experience July 2008 - June 2014
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2014 - Present
Fidelity Investments July 2008 - June 2014
Skills
series 66, Series 7, Certified Financial...
Education
Fordham University 2004 — 2008
Bachelor of Science (BS), Finance, General
TD Ameritrade June 2014 - Present
Fidelity Investments July 2008 - June 2014
Skills
series 66, Series 7, Certified Financial...
Education
Fordham University 2004 — 2008
Bachelor of Science (BS), Finance, General
Grant Reineke Grant Reineke's Fidelity Investments Experience July 2011 - Present
Job Senior Manager, Technology Risk Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Education
North Carolina Wesleyan College 2008 — 2012
Bachelor of Science (BS), Business Administration
Southern New Hampshire University 2002 — 2006
AS, Business Administration
Framingham State College 1986 — 1988
Bachelor of Science (BS)
New Hampton 1985 — 1986
Liberal Arts
Fidelity Investments July 2011 - Present
Education
North Carolina Wesleyan College 2008 — 2012
Bachelor of Science (BS), Business Administration
Southern New Hampshire University 2002 — 2006
AS, Business Administration
Framingham State College 1986 — 1988
Bachelor of Science (BS)
New Hampton 1985 — 1986
Liberal Arts
Colby Goering's Fidelity Investments Experience March 2010 - August 2011
Job Field Clinical Specialist at BIOTRONIK
Industry Medical Devices
Experience
BIOTRONIK April 2012 - Present
PrepMD September 2011 - March 2012
Fidelity Investments March 2010 - August 2011
Fidelity Investments June 2006 - March 2010
Skills
Cardiology, Medical Devices
Education
Florida State University - College of Business 2000 — 2004
Marketing, Business
BIOTRONIK April 2012 - Present
PrepMD September 2011 - March 2012
Fidelity Investments March 2010 - August 2011
Fidelity Investments June 2006 - March 2010
Skills
Cardiology, Medical Devices
Education
Florida State University - College of Business 2000 — 2004
Marketing, Business
Michael Doorley Michael Doorley's Fidelity Investments Experience 2009 - 2010
Job Operations and Administration Executive
Industry Financial Services
Experience
Fidelity Investments 2009 - 2010
Fidelity Investments 2008 - 2009
Prudential Financial 2001 - 2008
Prudential Financial 1997 - 2001
Van Eck Global 1981 - 1997
Deloitte 1979 - 1981
Skills
Budgeting, Policy, Start-ups, Payments, Strategic Planning, Small Business, Administration, Internal Controls, Mergers & Acquisitions, Budgets, Management, Finance, Business Strategy, Change Management, Executive Management, Financial Risk, Risk Management, System Administration, Marketing, Leadership, Auditing, Strategy, Financial Services, Human Resources, Event Planning, Public Relations, Corporate Governance, Vendor Management, Financial Reporting, Investments, Market Research, Restructuring, Project Planning
Education
Harvard University 2010 — 2011
Master of Arts, Management and Operations
Fordham University 1974 — 1978
Bachelor of Arts, Accounting
Fidelity Investments 2009 - 2010
Fidelity Investments 2008 - 2009
Prudential Financial 2001 - 2008
Prudential Financial 1997 - 2001
Van Eck Global 1981 - 1997
Deloitte 1979 - 1981
Skills
Budgeting, Policy, Start-ups, Payments, Strategic Planning, Small Business, Administration, Internal Controls, Mergers & Acquisitions, Budgets, Management, Finance, Business Strategy, Change Management, Executive Management, Financial Risk, Risk Management, System Administration, Marketing, Leadership, Auditing, Strategy, Financial Services, Human Resources, Event Planning, Public Relations, Corporate Governance, Vendor Management, Financial Reporting, Investments, Market Research, Restructuring, Project Planning
Education
Harvard University 2010 — 2011
Master of Arts, Management and Operations
Fordham University 1974 — 1978
Bachelor of Arts, Accounting
Joseph DeLaRosa, MBA Joseph DeLaRosa, MBA's Fidelity Investments Experience July 2007 - August 2011
Job Business Analyst at Fiserv
Industry Computer Software
Experience
Fiserv October 2014 - Present
BNY Mellon July 2013 - October 2014
Charles Schwab September 2011 - July 2013
Fidelity Investments July 2007 - August 2011
Wells Fargo Home Mortgage June 2005 - June 2007
PHH Mortgage April 2003 - May 2005
Merrill Lynch April 2002 - April 2003
Skills
Series 7, Series 63, Series 9/10, Investments, Risk Management, Strategic Planning, Finance, Financial Services
Education
University of North Florida - College of Business Administration 2009 — 2010
Masters, MBA
Florida State University - College of Business 2000 — 2002
Bachelors, Management Information Systems
Fiserv October 2014 - Present
BNY Mellon July 2013 - October 2014
Charles Schwab September 2011 - July 2013
Fidelity Investments July 2007 - August 2011
Wells Fargo Home Mortgage June 2005 - June 2007
PHH Mortgage April 2003 - May 2005
Merrill Lynch April 2002 - April 2003
Skills
Series 7, Series 63, Series 9/10, Investments, Risk Management, Strategic Planning, Finance, Financial Services
Education
University of North Florida - College of Business Administration 2009 — 2010
Masters, MBA
Florida State University - College of Business 2000 — 2002
Bachelors, Management Information Systems
Sean Begley Sean Begley's Fidelity Investments Experience July 2014 - Present
Job Market Risk Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments January 2012 - July 2014
Fidelity Investments July 2011 - January 2012
Fidelity Investments October 2008 - June 2011
Vanguard February 2007 - August 2008
Vanguard October 2005 - February 2007
Skills
Mutual Funds, Securities, Economics, Analysis, Investments, Business Process..., Asset Allocation, Econometrics, Financial Markets, Cash Management, Financial Services, History, Historical Research, Economic Research, Econometric Modeling, Tax, Performance Metrics
Education
Fordham University 2008 — 2010
M.A., Economics
Villanova University 2001 — 2005
B.A., History, Economics
Fidelity Investments July 2014 - Present
Fidelity Investments January 2012 - July 2014
Fidelity Investments July 2011 - January 2012
Fidelity Investments October 2008 - June 2011
Vanguard February 2007 - August 2008
Vanguard October 2005 - February 2007
Skills
Mutual Funds, Securities, Economics, Analysis, Investments, Business Process..., Asset Allocation, Econometrics, Financial Markets, Cash Management, Financial Services, History, Historical Research, Economic Research, Econometric Modeling, Tax, Performance Metrics
Education
Fordham University 2008 — 2010
M.A., Economics
Villanova University 2001 — 2005
B.A., History, Economics
Ron Colangelo's Fidelity Investments Experience May 1999 - March 2003
Job Owner at Colangelo Risk Management Inc
Industry Insurance
Experience
Colangelo Risk Management Inc 2013 - Present
Colangelo Risk Management Group January 2009 - Present
Genworth Financial Advisors Corp. 2008 - Present
Fidelity Investments May 1999 - March 2003
Fidelity Investments December 1997 - October 2001
Skills
Insurance, Finance, Estate Planning, Portfolio Management, Sales, Strategic Financial..., Management, New Business Development, Team Building, Investments, Asset Allocation, Series 7, Property & Casualty..., Analysis, Wealth Management, Project Bonding, Permit Bonds, Retirement Planning, Retirement, Mutual Funds, Wealth Management..., Financial Planning
Education
Florida State University - College of Business 2000 — 2004
Financial Planning, Financial Planning
State University of New York at New Paltz 1983 — 1987
BS, Business
Colangelo Risk Management Inc 2013 - Present
Colangelo Risk Management Group January 2009 - Present
Genworth Financial Advisors Corp. 2008 - Present
Fidelity Investments May 1999 - March 2003
Fidelity Investments December 1997 - October 2001
Skills
Insurance, Finance, Estate Planning, Portfolio Management, Sales, Strategic Financial..., Management, New Business Development, Team Building, Investments, Asset Allocation, Series 7, Property & Casualty..., Analysis, Wealth Management, Project Bonding, Permit Bonds, Retirement Planning, Retirement, Mutual Funds, Wealth Management..., Financial Planning
Education
Florida State University - College of Business 2000 — 2004
Financial Planning, Financial Planning
State University of New York at New Paltz 1983 — 1987
BS, Business
Michael Sylvester, CIMA® Michael Sylvester, CIMA®'s Fidelity Investments Experience 2005 - 2010
Job Vice President at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates 2015 - Present
Fortigent, LLC 2012 - 2015
Fortigent, LLC 2012 - 2015
J.P. Morgan 2010 - 2011
Fidelity Investments 2005 - 2010
Education
Wharton School, University of Pennsylvania
CIMA
Fordham University - Graduate School of Business Administration 2009 — 2011
Master of Business Administration (M.B.A.)
Virginia Polytechnic Institute and State University - Pamplin College of Business
Bachelor of Science (BS)
Loyola Blakefield
Wilshire Associates 2015 - Present
Fortigent, LLC 2012 - 2015
Fortigent, LLC 2012 - 2015
J.P. Morgan 2010 - 2011
Fidelity Investments 2005 - 2010
Education
Wharton School, University of Pennsylvania
CIMA
Fordham University - Graduate School of Business Administration 2009 — 2011
Master of Business Administration (M.B.A.)
Virginia Polytechnic Institute and State University - Pamplin College of Business
Bachelor of Science (BS)
Loyola Blakefield
Angelo Brattoli's Fidelity Investments Experience 2004 - 2006
Job Corporate Treasury Mgmt, Finance, Sales, Consulting
Industry Financial Services
Experience
JP Morgan Chase 2006 - Present
Fidelity Investments 2004 - 2006
Maplecrest Auto Group 2001 - 2004
Sharp Electronics Corporation 2000 - 2001
Block Drug Company 1997 - 2000
American International Group Inc. 1987 - 1997
Skills
Financial Reporting, Project Management, Financial Forecasting, Operations Management, Treasury Management, Cash Management, Banking, Treasury Services, Portfolio Management, Commercial Banking, Fixed Income, Risk Management, Credit, Investments, Derivatives, Bloomberg, Financial Modeling, Financial Institutions, Capital Markets, FX Options, Relationship Management, Financial Services, Treasury, Credit Analysis, Commercial Lending, Strategy
Education
Pace University 1984 — 1988
MBA, Finance
Fordham University 1976 — 1980
BA, Communication Arts
JP Morgan Chase 2006 - Present
Fidelity Investments 2004 - 2006
Maplecrest Auto Group 2001 - 2004
Sharp Electronics Corporation 2000 - 2001
Block Drug Company 1997 - 2000
American International Group Inc. 1987 - 1997
Skills
Financial Reporting, Project Management, Financial Forecasting, Operations Management, Treasury Management, Cash Management, Banking, Treasury Services, Portfolio Management, Commercial Banking, Fixed Income, Risk Management, Credit, Investments, Derivatives, Bloomberg, Financial Modeling, Financial Institutions, Capital Markets, FX Options, Relationship Management, Financial Services, Treasury, Credit Analysis, Commercial Lending, Strategy
Education
Pace University 1984 — 1988
MBA, Finance
Fordham University 1976 — 1980
BA, Communication Arts
Jeremy Boyd Jeremy Boyd's Fidelity Investments Experience August 2014 - Present
Job Vice President, Fidelity Investments
Industry Research
Experience
Fidelity Investments August 2014 - Present
Genpact LLC June 2010 - July 2014
Symphony Marketing Solutions September 2007 - June 2010
AAA Auto Club South May 2005 - September 2007
Westhill Partners March 2000 - May 2005
Education
Fordham University 1993 — 2001
Doctor of Philosophy (PhD), Psychometrics and Quantitative Psychology
California State University-Long Beach 1990 — 1993
Bachelor of Arts (BA), Industrial and Organizational Psychology
Fidelity Investments August 2014 - Present
Genpact LLC June 2010 - July 2014
Symphony Marketing Solutions September 2007 - June 2010
AAA Auto Club South May 2005 - September 2007
Westhill Partners March 2000 - May 2005
Education
Fordham University 1993 — 2001
Doctor of Philosophy (PhD), Psychometrics and Quantitative Psychology
California State University-Long Beach 1990 — 1993
Bachelor of Arts (BA), Industrial and Organizational Psychology
Nigel Chan's Fidelity Investments Experience December 2009 - October 2010
Job Project Management Technologist at Xyster Consulting Inc.
Industry Management Consulting
Experience
Xyster Consulting Inc. October 2010 - Present
Client: State Street Bank & Trust Company November 2014 - May 2015
Client: State Street Bank & Trust Company December 2013 - November 2014
Client: State Street IMS-West March 2013 - August 2014
Client: State Street Bank & Trust Company October 2010 - March 2013
Fidelity Investments December 2009 - October 2010
Fidelity Investments July 2009 - December 2009
Georgia Institute of Technology February 2009 - May 2009
Continental September 2008 - December 2008
Enterprise Innovation Institute September 2007 - May 2008
Skills
Oracle E-Business Suite, 11i, R12, iExpense, iProcurement, Procurement Contract, Sourcing, Supplier Management, AME, Accounts Payable, Purchasing, General Ledger, Kofax Capture, Kofax Markview, IPM, BPEL, OBIEE, VBA, Java, C#, Smalltalk, C, AIM, SDLC, Waterfall, Agile Project Management, Agile, Hybrid, Object Oriented Design, Object Oriented Modeling, Extreme Programming, Contractual Agreements, Business Analysis, Agile Methodologies, Procurement, Requirements Gathering, Requirements Analysis, PMO, Testing, Analysis, Access, Systems Analysis, UML, ITIL, Quality Assurance, Project Management, Visio, SQL
Education
Georgia Institute of Technology 2005 — 2009
B.S. (Double Degrees), Computer Science, Economics
Universitat Politècnica de Catalunya 2008 — 2008
Computer Science
Foothill College 2003 — 2005
Computer Science
Xyster Consulting Inc. October 2010 - Present
Client: State Street Bank & Trust Company November 2014 - May 2015
Client: State Street Bank & Trust Company December 2013 - November 2014
Client: State Street IMS-West March 2013 - August 2014
Client: State Street Bank & Trust Company October 2010 - March 2013
Fidelity Investments December 2009 - October 2010
Fidelity Investments July 2009 - December 2009
Georgia Institute of Technology February 2009 - May 2009
Continental September 2008 - December 2008
Enterprise Innovation Institute September 2007 - May 2008
Skills
Oracle E-Business Suite, 11i, R12, iExpense, iProcurement, Procurement Contract, Sourcing, Supplier Management, AME, Accounts Payable, Purchasing, General Ledger, Kofax Capture, Kofax Markview, IPM, BPEL, OBIEE, VBA, Java, C#, Smalltalk, C, AIM, SDLC, Waterfall, Agile Project Management, Agile, Hybrid, Object Oriented Design, Object Oriented Modeling, Extreme Programming, Contractual Agreements, Business Analysis, Agile Methodologies, Procurement, Requirements Gathering, Requirements Analysis, PMO, Testing, Analysis, Access, Systems Analysis, UML, ITIL, Quality Assurance, Project Management, Visio, SQL
Education
Georgia Institute of Technology 2005 — 2009
B.S. (Double Degrees), Computer Science, Economics
Universitat Politècnica de Catalunya 2008 — 2008
Computer Science
Foothill College 2003 — 2005
Computer Science
Joseph Emmons Joseph Emmons's Fidelity Investments Experience February 2012 - Present
Job Fiduciary Director Employee Benefits at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Lincoln Financial Group May 2010 - February 2012
Vanguard November 2004 - April 2010
Skills
Qualified Retirement..., ERISA Fiduciary..., Bank Trust Operations, Sales & Relationship..., Risk Assessment, Retirement Plan Design, Not for Profit and..., DOL & IRS Regulations, Public Speaking, TPA Operations..., Project Management, Vendor Oversight, Risk Management, Quality Control, Quality Assurance, Procedure Development
Education
Fordham University 1987 — 1991
Bachelor of Science (B.S.), Accounting
Fidelity Investments February 2012 - Present
Lincoln Financial Group May 2010 - February 2012
Vanguard November 2004 - April 2010
Skills
Qualified Retirement..., ERISA Fiduciary..., Bank Trust Operations, Sales & Relationship..., Risk Assessment, Retirement Plan Design, Not for Profit and..., DOL & IRS Regulations, Public Speaking, TPA Operations..., Project Management, Vendor Oversight, Risk Management, Quality Control, Quality Assurance, Procedure Development
Education
Fordham University 1987 — 1991
Bachelor of Science (B.S.), Accounting
Shawna Ostiguy Shawna Ostiguy's Fidelity Investments Experience June 2015 - Present
Job Institutional Securities Operations Representative at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments June 2015 - Present
Indeed.com January 2013 - Present
Fordham Fair Trade and Micro-Finance Business September 2013 - May 2015
Child Care January 2005 - May 2015
Thomson Reuters June 2014 - August 2014
Gap Inc./Old Navy May 2011 - August 2014
Bags By Iris September 2009 - August 2014
International Tennis Hall of Fame and Museum May 2013 - August 2013
Scarborough Beach Concessions May 2012 - August 2012
Fortwright Construction September 2010 - December 2011
Skills
Microsoft Excel, Advertising, Microsoft Office, Marketing, Sales, PowerPoint, Public Speaking, Teamwork, Microsoft Word, Photoshop, Spanish, Microsoft Access, Adobe Flash, Leadership, Social Media, Integrated Marketing, Marketing Research, Time Management
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Business Management; Marketing
North Kingstown High School 2007 — 2011
High School Diploma
Fidelity Investments June 2015 - Present
Indeed.com January 2013 - Present
Fordham Fair Trade and Micro-Finance Business September 2013 - May 2015
Child Care January 2005 - May 2015
Thomson Reuters June 2014 - August 2014
Gap Inc./Old Navy May 2011 - August 2014
Bags By Iris September 2009 - August 2014
International Tennis Hall of Fame and Museum May 2013 - August 2013
Scarborough Beach Concessions May 2012 - August 2012
Fortwright Construction September 2010 - December 2011
Skills
Microsoft Excel, Advertising, Microsoft Office, Marketing, Sales, PowerPoint, Public Speaking, Teamwork, Microsoft Word, Photoshop, Spanish, Microsoft Access, Adobe Flash, Leadership, Social Media, Integrated Marketing, Marketing Research, Time Management
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Business Management; Marketing
North Kingstown High School 2007 — 2011
High School Diploma
Polina Fayet Polina Fayet's Fidelity Investments Experience July 2014 - Present
Job IT Audit Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Daiwa Capital Markets September 2006 - August 2013
Skills
SOX, Security, Data Center, Sarbanes-Oxley Act, Business Continuity, Internal Audit, Vendor Management, Financial Reporting, Risk Management, Internal Controls, Information Security, IT Audit
Education
Fordham University - Graduate School of Business Administration 2010 — 2014
MBA, Finance & Management, 3.925
Pace University - Lubin School of Business 2004 — 2008
BBA, Finance, Economics
Fidelity Investments July 2014 - Present
Daiwa Capital Markets September 2006 - August 2013
Skills
SOX, Security, Data Center, Sarbanes-Oxley Act, Business Continuity, Internal Audit, Vendor Management, Financial Reporting, Risk Management, Internal Controls, Information Security, IT Audit
Education
Fordham University - Graduate School of Business Administration 2010 — 2014
MBA, Finance & Management, 3.925
Pace University - Lubin School of Business 2004 — 2008
BBA, Finance, Economics
Eric Pendergraft Eric Pendergraft's Fidelity Investments Experience September 2006 - August 2008
Job Associate Attorney at Shraiberg, Ferrara & Landau, P.A.
Industry Judiciary
Experience
Shraiberg, Ferrara & Landau, P.A. June 2014 - Present
Burr & Forman LLP September 2013 - June 2014
United States Bankruptcy Court for the Southern District of Florida August 2011 - August 2013
Sternstein, Rainer & Clarke, P.A. August 2010 - February 2011
United States Bankruptcy Court for the Middle District of Florida May 2010 - July 2010
Florida State University College of Law January 2010 - May 2010
State Board of Administration June 2009 - January 2010
Fidelity Investments September 2006 - August 2008
Ford, Bowlus, Duss, Morgan, Kinney, Safer & Hampton, P.A. May 2006 - September 2006
Education
Florida State University College of Law 2008 — 2011
Juris Doctor, Law
University of Florida 2003 — 2006
Bachelor of Arts, Political Science
Stanton College Preparatory School 1999 — 2003
High School - Jacksonville, Florida
Shraiberg, Ferrara & Landau, P.A. June 2014 - Present
Burr & Forman LLP September 2013 - June 2014
United States Bankruptcy Court for the Southern District of Florida August 2011 - August 2013
Sternstein, Rainer & Clarke, P.A. August 2010 - February 2011
United States Bankruptcy Court for the Middle District of Florida May 2010 - July 2010
Florida State University College of Law January 2010 - May 2010
State Board of Administration June 2009 - January 2010
Fidelity Investments September 2006 - August 2008
Ford, Bowlus, Duss, Morgan, Kinney, Safer & Hampton, P.A. May 2006 - September 2006
Education
Florida State University College of Law 2008 — 2011
Juris Doctor, Law
University of Florida 2003 — 2006
Bachelor of Arts, Political Science
Stanton College Preparatory School 1999 — 2003
High School - Jacksonville, Florida
Vincent Besner's Fidelity Investments Experience April 2015 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
On the Rocks October 2013 - May 2014
Phi Delta Theta Florida Gamma November 2012 - November 2013
Wells Fargo May 2012 - August 2012
On the Spot Valet August 2011 - March 2012
Skills
Microsoft Excel, SharePoint, Community Banking, Retail Banking, Budgets, Event Planning, Process Improvement, Finance, Financial Analysis, Financial Modeling, Credit
Education
Florida State University - College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Cardinal Newman High School 2006 — 2010
International Baccalaureate Diploma
Fidelity Investments April 2015 - Present
On the Rocks October 2013 - May 2014
Phi Delta Theta Florida Gamma November 2012 - November 2013
Wells Fargo May 2012 - August 2012
On the Spot Valet August 2011 - March 2012
Skills
Microsoft Excel, SharePoint, Community Banking, Retail Banking, Budgets, Event Planning, Process Improvement, Finance, Financial Analysis, Financial Modeling, Credit
Education
Florida State University - College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Cardinal Newman High School 2006 — 2010
International Baccalaureate Diploma
Robyn Holloway Robyn Holloway's Fidelity Investments Experience 2006 - 2011
Job Vice PresidentSales Alternative Fund Solutions at DST
Industry Financial Services
Experience
DST Systems July 2013 - Present
Deutsche Bank 2011 - 2013
Fidelity Investments 2006 - 2011
State Street Corporation 1999 - 2005
State Street Corporation 1999 - 2001
Skills
Hedge Funds, Investments, Financial Services, Asset Allocation, Business Development, Management, New Business Development, FX Options, Financial Advisory, Sales, Fund Administration, Funding, Selling, Integrated Marketing, Alternative Investments, Equities, Family Office, Fixed Income, Asset Management, Portfolio Management, Mutual Funds, Capital Markets
Education
Fordham Gabelli School of Business 2000 — 2002
MBA, International Business
University of Colorado Boulder 1986 — 1990
BS, Journalism/Marketing
Darien High School 1983 — 1986
HS
DST Systems July 2013 - Present
Deutsche Bank 2011 - 2013
Fidelity Investments 2006 - 2011
State Street Corporation 1999 - 2005
State Street Corporation 1999 - 2001
Skills
Hedge Funds, Investments, Financial Services, Asset Allocation, Business Development, Management, New Business Development, FX Options, Financial Advisory, Sales, Fund Administration, Funding, Selling, Integrated Marketing, Alternative Investments, Equities, Family Office, Fixed Income, Asset Management, Portfolio Management, Mutual Funds, Capital Markets
Education
Fordham Gabelli School of Business 2000 — 2002
MBA, International Business
University of Colorado Boulder 1986 — 1990
BS, Journalism/Marketing
Darien High School 1983 — 1986
HS
Albert Faustino's Fidelity Investments Experience November 1998 - January 2006
Job Sr. Business & Sr. Financial Analyst
Industry Financial Services
Experience
Confidential January 2011 - Present
Imperial Finance & Trading March 2007 - November 2010
Florida Power & Light (FPL) February 2006 - March 2007
Fidelity Investments November 1998 - January 2006
Skills
Essbase, Financial Modeling, Forecasting, Hyperion Planning, Budgets, Cognos, Microsoft Excel, Business Intelligence, Project Management, NetSuite, Financial Analysis, Hyperion Enterprise, Financial Reporting, Strategic Financial..., Accounting, Finance, Sarbanes-Oxley Act, Corporate Finance, Access, ERP Implementations, Annual Planning, Variance Analysis, Performance Management, Managed Funds, ROI Optimization, Mutual Funds, Stock Management, TM1, Power Pivot, Financial Forecasting, Process Improvement, Account Reconciliation, Analysis, Cash Flow, Hyperion, Management, Business Analysis, Budgeting, Mergers & Acquisitions, CRM, Financial Planning
Education
Framingham State College 1998 — 2002
Bachelor, Business Administration; Finance
Framingham State College
Masters, Business Administration; Finance
Confidential January 2011 - Present
Imperial Finance & Trading March 2007 - November 2010
Florida Power & Light (FPL) February 2006 - March 2007
Fidelity Investments November 1998 - January 2006
Skills
Essbase, Financial Modeling, Forecasting, Hyperion Planning, Budgets, Cognos, Microsoft Excel, Business Intelligence, Project Management, NetSuite, Financial Analysis, Hyperion Enterprise, Financial Reporting, Strategic Financial..., Accounting, Finance, Sarbanes-Oxley Act, Corporate Finance, Access, ERP Implementations, Annual Planning, Variance Analysis, Performance Management, Managed Funds, ROI Optimization, Mutual Funds, Stock Management, TM1, Power Pivot, Financial Forecasting, Process Improvement, Account Reconciliation, Analysis, Cash Flow, Hyperion, Management, Business Analysis, Budgeting, Mergers & Acquisitions, CRM, Financial Planning
Education
Framingham State College 1998 — 2002
Bachelor, Business Administration; Finance
Framingham State College
Masters, Business Administration; Finance
Barry McGuire's Fidelity Investments Experience August 2001 - December 2006
Job AVP of Operations at LifePlans, Inc.
Industry Insurance
Experience
LifePlans, Inc. December 2005 - Present
Fidelity Investments August 2001 - December 2006
Sun Life Financial January 1995 - August 2001
Skills
Six Sigma, Process Improvement, Project Management, Vendor Management, Call Centers, CRM, Performance Management, Insurance, Business Analysis
Education
Framingham State College 2000 — 2004
Bachelor of Arts (B.A.), English and Business Writing
LifePlans, Inc. December 2005 - Present
Fidelity Investments August 2001 - December 2006
Sun Life Financial January 1995 - August 2001
Skills
Six Sigma, Process Improvement, Project Management, Vendor Management, Call Centers, CRM, Performance Management, Insurance, Business Analysis
Education
Framingham State College 2000 — 2004
Bachelor of Arts (B.A.), English and Business Writing
Kelly Patrick's Fidelity Investments Experience November 2008 - January 2012
Job Equities trader at Tower Hill Trading
Industry Financial Services
Experience
Tower Hill Trading January 2013 - Present
Wikiwealth.com January 2012 - December 2012
Lake Street Trading, Inc. March 2012 - September 2012
Fidelity Investments November 2008 - January 2012
Florida State University January 2005 - August 2006
Skills
Series 7, Investments, Hedge Funds, Financial Services, Series 63, Asset Allocation, Mutual Funds, Trading, Proprietary Trading, Equities, Securities, Bloomberg, Equity Trading, Electronic Trading, Financial Markets, Portfolio Management, Options
Education
Florida State University - College of Business 2006 — 2007
Bachelors of Science, Management
Florida State University - College of Business 2006 — 2007
Bachelors of Science, Finance
Florida State University - College of Business 2003 — 2006
Bachelors of Science, Multinational Business Operations
Tower Hill Trading January 2013 - Present
Wikiwealth.com January 2012 - December 2012
Lake Street Trading, Inc. March 2012 - September 2012
Fidelity Investments November 2008 - January 2012
Florida State University January 2005 - August 2006
Skills
Series 7, Investments, Hedge Funds, Financial Services, Series 63, Asset Allocation, Mutual Funds, Trading, Proprietary Trading, Equities, Securities, Bloomberg, Equity Trading, Electronic Trading, Financial Markets, Portfolio Management, Options
Education
Florida State University - College of Business 2006 — 2007
Bachelors of Science, Management
Florida State University - College of Business 2006 — 2007
Bachelors of Science, Finance
Florida State University - College of Business 2003 — 2006
Bachelors of Science, Multinational Business Operations
Todd Wiltshire Todd Wiltshire's Fidelity Investments Experience June 2006 - Present
Job Vice President, Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Investments June 2006 - Present
Credit Agricole 1999 - 2006
BCI Consulting 1997 - 1999
UBS 1996 - 1997
Morgan Stanley 1992 - 1996
ING Commercial Banking 1989 - 1992
Skills
Equities, Securities, Prime Brokerage, Fixed Income, Series 7, Electronic Trading, Hedge Funds, Alternative Investments, Equity Trading, Securities Lending, Commodity, Market Data, Middle Office, Trading, Options
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
Lafayette College 1982 — 1986
AB, Government & Law
Notre Dame International School
Fidelity Investments June 2006 - Present
Credit Agricole 1999 - 2006
BCI Consulting 1997 - 1999
UBS 1996 - 1997
Morgan Stanley 1992 - 1996
ING Commercial Banking 1989 - 1992
Skills
Equities, Securities, Prime Brokerage, Fixed Income, Series 7, Electronic Trading, Hedge Funds, Alternative Investments, Equity Trading, Securities Lending, Commodity, Market Data, Middle Office, Trading, Options
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
Lafayette College 1982 — 1986
AB, Government & Law
Notre Dame International School
Alex Zani, CFA Alex Zani, CFA's Fidelity Investments Experience June 2006 - August 2006
Job Equity Research Intern at Topeka Capital Markets, Inc
Industry Financial Services
Experience
Topeka Capital Markets, Inc November 2014 - Present
Fordham University August 2014 - Present
Brown Brothers Harriman February 2013 - August 2014
Brown Brothers Harriman September 2011 - February 2013
Brown Brothers Harriman December 2009 - September 2011
Brown Brothers Harriman May 2009 - December 2009
State Street Corporation June 2007 - August 2007
Fidelity Investments June 2006 - August 2006
Fidelity Investments June 2005 - August 2005
Skills
Mergers & Acquisitions, Equities, Corporate Finance, Bloomberg, Securities, Hedge Funds, Mutual Funds, Fund Accounting, Microsoft Excel, Financial Analysis, Alternative Investments, Derivatives, Fixed Income, Mergers, Management, Financial Modeling, Investments, Foreign Currency, Global Custody, Corporate Actions, NAV, Series 63, Fund Administration, Excel models, Risk Monitoring, M&A support, Equity Research, Fundamental Analysis, Freight Transportation
Education
Fordham University - Graduate School of Business Administration 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
Union College 2004 — 2008
B.A., Managerial Economics
Phillips Exeter Academy 2003 — 2004
Winchester High School 1999 — 2003
Topeka Capital Markets, Inc November 2014 - Present
Fordham University August 2014 - Present
Brown Brothers Harriman February 2013 - August 2014
Brown Brothers Harriman September 2011 - February 2013
Brown Brothers Harriman December 2009 - September 2011
Brown Brothers Harriman May 2009 - December 2009
State Street Corporation June 2007 - August 2007
Fidelity Investments June 2006 - August 2006
Fidelity Investments June 2005 - August 2005
Skills
Mergers & Acquisitions, Equities, Corporate Finance, Bloomberg, Securities, Hedge Funds, Mutual Funds, Fund Accounting, Microsoft Excel, Financial Analysis, Alternative Investments, Derivatives, Fixed Income, Mergers, Management, Financial Modeling, Investments, Foreign Currency, Global Custody, Corporate Actions, NAV, Series 63, Fund Administration, Excel models, Risk Monitoring, M&A support, Equity Research, Fundamental Analysis, Freight Transportation
Education
Fordham University - Graduate School of Business Administration 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
Union College 2004 — 2008
B.A., Managerial Economics
Phillips Exeter Academy 2003 — 2004
Winchester High School 1999 — 2003
Patrick Boland's Fidelity Investments Experience July 2014 - Present
Job Financial Representative II at Fidelity Investments (Buckhead)
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments July 2013 - July 2014
TD April 2012 - August 2012
Skills
Leadership, Finance, Real Estate, Commercial Lending, Financial Analysis, Investments, Loans, New Business Development, Banking, Credit, Mortgage Lending, Underwriting, Financial Services, Mutual Funds, Public Speaking, Customer Service
Education
Florida State University - College of Business 2009 — 2013
Bachelor of Science (BS), Finance
Fidelity Investments July 2014 - Present
Fidelity Investments July 2013 - July 2014
TD April 2012 - August 2012
Skills
Leadership, Finance, Real Estate, Commercial Lending, Financial Analysis, Investments, Loans, New Business Development, Banking, Credit, Mortgage Lending, Underwriting, Financial Services, Mutual Funds, Public Speaking, Customer Service
Education
Florida State University - College of Business 2009 — 2013
Bachelor of Science (BS), Finance
Chuck Sulerzyski Chuck Sulerzyski's Fidelity Investments Experience 1995 - 1996
Job CEO, Peoples Bancorp
Industry Banking
Experience
Peoples Bank March 2011 - Present
KeyBank September 2005 - February 2010
Marsh January 2003 - January 2005
Marsh & McLennan August 2000 - December 2004
Provident Bank September 1996 - July 2000
Fidelity Investments 1995 - 1996
Bank One Investments & Trust February 1994 - September 1995
BankOne January 1993 - February 1994
Bank One April 1991 - January 1993
Bank One November 1987 - April 1991
Skills
Insurance, Commercial Banking, Retail Banking, Consumer Lending, Private Banking, Sales Management, Business Turnaround, Investments, Marketing Strategy, Executive Management, Leadership, Strategy, Change Management, Banking, Strategic Planning, Loans, Marketing, Portfolio Management, Commercial Lending, Credit, Branch Banking, Securities, Risk Management, Small Business Lending, Credit Analysis, Mortgage Lending, Finance, Asset Based Lending, Lines Of Credit, Underwriting, Loan Origination, Wealth Management, Relationship Management, Credit Risk, Treasury Management, Mortgage Banking, Cash Management, Financial Analysis, Financial Risk, Credit Cards, Due Diligence, Strategic Financial..., Financial Services, Asset Management, Series 7, Management, Sales, Mergers & Acquisitions, Business Development, Team Building
Education
Fordham University - Graduate School of Business Administration 1978 — 1980
MBA, Marketing
New York University 1975 — 1978
Bachelor's degree, Economics, Philosophy
Bronx High School of Science 1971 — 1975
Peoples Bank March 2011 - Present
KeyBank September 2005 - February 2010
Marsh January 2003 - January 2005
Marsh & McLennan August 2000 - December 2004
Provident Bank September 1996 - July 2000
Fidelity Investments 1995 - 1996
Bank One Investments & Trust February 1994 - September 1995
BankOne January 1993 - February 1994
Bank One April 1991 - January 1993
Bank One November 1987 - April 1991
Skills
Insurance, Commercial Banking, Retail Banking, Consumer Lending, Private Banking, Sales Management, Business Turnaround, Investments, Marketing Strategy, Executive Management, Leadership, Strategy, Change Management, Banking, Strategic Planning, Loans, Marketing, Portfolio Management, Commercial Lending, Credit, Branch Banking, Securities, Risk Management, Small Business Lending, Credit Analysis, Mortgage Lending, Finance, Asset Based Lending, Lines Of Credit, Underwriting, Loan Origination, Wealth Management, Relationship Management, Credit Risk, Treasury Management, Mortgage Banking, Cash Management, Financial Analysis, Financial Risk, Credit Cards, Due Diligence, Strategic Financial..., Financial Services, Asset Management, Series 7, Management, Sales, Mergers & Acquisitions, Business Development, Team Building
Education
Fordham University - Graduate School of Business Administration 1978 — 1980
MBA, Marketing
New York University 1975 — 1978
Bachelor's degree, Economics, Philosophy
Bronx High School of Science 1971 — 1975
Christine Speckman's Fidelity Investments Experience January 2012 - May 2014
Job Registered Client Service Associate
Industry Financial Services
Experience
UBS Financial Services, Inc. June 2014 - Present
Fidelity Investments January 2012 - May 2014
Learning Systems Institute January 2008 - June 2010
Seminole ISP Sports Network August 2009 - May 2010
Education
Florida State University - College of Business 2007 — 2011
Bachelor's Degree, Finance, Marketing
UBS Financial Services, Inc. June 2014 - Present
Fidelity Investments January 2012 - May 2014
Learning Systems Institute January 2008 - June 2010
Seminole ISP Sports Network August 2009 - May 2010
Education
Florida State University - College of Business 2007 — 2011
Bachelor's Degree, Finance, Marketing
Dale Winfrey's Fidelity Investments Experience January 2013 - December 2014
Job Senior Director Sales Operations | Investments | Relationship Management | Retirement Planning | Open to Opportunities
Industry Financial Services
Experience
Fidelity Investments January 2013 - December 2014
Fidelity Investments January 2008 - December 2012
Fidelity Investments January 2004 - December 2007
Fidelity Investments January 1999 - December 2003
Fidelity Investments January 1998 - December 1998
Fidelity Investments January 1994 - December 1997
Fidelity Investments January 1992 - December 1993
Skills
Financial Services, Investments, Securities, Mutual Funds, Equities, Asset Allocation, Retirement, Process Improvement, Management, Coaching, Staff Development, Presentation Coaching, Series 7, Series 63, Relationship Management, Retirement Planning, Risk Management, Finance, Project Management, Sales, Business Analysis, Leadership, Sales Operations, Portfolio Performance..., Investment Portfolio, Operational Risk..., Financial Risk, Strong Business Acumen, Build Strong..., Sales Management, Possess strong..., Business Understanding, Financial Understanding, Retirement Solutions, Financial Planning, Financial Markets, Operational Risk, Supervisory Skills, Telephone Skills, Analytical Skills, Organization Skills, Presentation Skills, Building Strong..., Strategic Leadership, Team Leadership, Organizational..., Strong Interest..., Salesforce.com, Direct Sales, Sales Process
Education
Fort Hays State University 1983 — 1985
Bachelor of Science (BS), Marketing
Fidelity Investments January 2013 - December 2014
Fidelity Investments January 2008 - December 2012
Fidelity Investments January 2004 - December 2007
Fidelity Investments January 1999 - December 2003
Fidelity Investments January 1998 - December 1998
Fidelity Investments January 1994 - December 1997
Fidelity Investments January 1992 - December 1993
Skills
Financial Services, Investments, Securities, Mutual Funds, Equities, Asset Allocation, Retirement, Process Improvement, Management, Coaching, Staff Development, Presentation Coaching, Series 7, Series 63, Relationship Management, Retirement Planning, Risk Management, Finance, Project Management, Sales, Business Analysis, Leadership, Sales Operations, Portfolio Performance..., Investment Portfolio, Operational Risk..., Financial Risk, Strong Business Acumen, Build Strong..., Sales Management, Possess strong..., Business Understanding, Financial Understanding, Retirement Solutions, Financial Planning, Financial Markets, Operational Risk, Supervisory Skills, Telephone Skills, Analytical Skills, Organization Skills, Presentation Skills, Building Strong..., Strategic Leadership, Team Leadership, Organizational..., Strong Interest..., Salesforce.com, Direct Sales, Sales Process
Education
Fort Hays State University 1983 — 1985
Bachelor of Science (BS), Marketing
Bill Poulin's Fidelity Investments Experience June 2004 - March 2006
Job Investment Product & Marketing Executive
Industry Investment Management
Experience
ProShare Advisors, LLC May 2013 - June 2014
Columbia Management March 2006 - August 2012
Fidelity Investments June 2004 - March 2006
LifeHarbor June 2001 - June 2004
Pioneer Investments January 2001 - November 2001
Putnam Lovell NBF 1998 - 2000
John Hancock Financial Services 1990 - 1998
Skills
Asset Management, Mutual Funds, Mutual Fund Marketing, Institutional Investors, Product Management, Product Development, Product Launch, Product Rationalization, Fund Mergers, Separately Managed..., Variable Annuities, ETFs, UCITS, Hedge Funds, Pricing Strategy, Investment Strategies, Alternative Investments, Equity, Fixed Income, Asset Allocation, Process Improvement, Collateral Production, Sales Presentations, Presenter, Series 24, Series 7, Series 63, Board Relations, Board of Director..., Cross-functional Team..., Coaching, Thought Leadership, Value-add Marketing, Brand Developement, Advertising Management, Marketing, Brand Development, Equities, Asset Managment, Wealth Management, Strategy, Investment Management, Securities, Investment Banking, Fund Of Funds, Investments, Financial Services, Institutional, Investment Advisory
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, International Finance
Keene State College 1978 — 1982
BS, Management
ProShare Advisors, LLC May 2013 - June 2014
Columbia Management March 2006 - August 2012
Fidelity Investments June 2004 - March 2006
LifeHarbor June 2001 - June 2004
Pioneer Investments January 2001 - November 2001
Putnam Lovell NBF 1998 - 2000
John Hancock Financial Services 1990 - 1998
Skills
Asset Management, Mutual Funds, Mutual Fund Marketing, Institutional Investors, Product Management, Product Development, Product Launch, Product Rationalization, Fund Mergers, Separately Managed..., Variable Annuities, ETFs, UCITS, Hedge Funds, Pricing Strategy, Investment Strategies, Alternative Investments, Equity, Fixed Income, Asset Allocation, Process Improvement, Collateral Production, Sales Presentations, Presenter, Series 24, Series 7, Series 63, Board Relations, Board of Director..., Cross-functional Team..., Coaching, Thought Leadership, Value-add Marketing, Brand Developement, Advertising Management, Marketing, Brand Development, Equities, Asset Managment, Wealth Management, Strategy, Investment Management, Securities, Investment Banking, Fund Of Funds, Investments, Financial Services, Institutional, Investment Advisory
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, International Finance
Keene State College 1978 — 1982
BS, Management
Robert Bolton's Fidelity Investments Experience September 2009 - December 2012
Job Manager at KPMG
Industry Financial Services
Experience
KPMG January 2013 - Present
Fidelity Investments September 2009 - December 2012
KPMG December 2005 - September 2009
FINRA June 2002 - November 2005
Skills
Securities, FINRA, Series 7, AML, Compliance, SEC reporting, Dodd-Frank
Education
Fordham Gabelli School of Business 2009 — 2011
MBA, Management
Morehouse College 1998 — 2002
BA, Business Administration
KPMG January 2013 - Present
Fidelity Investments September 2009 - December 2012
KPMG December 2005 - September 2009
FINRA June 2002 - November 2005
Skills
Securities, FINRA, Series 7, AML, Compliance, SEC reporting, Dodd-Frank
Education
Fordham Gabelli School of Business 2009 — 2011
MBA, Management
Morehouse College 1998 — 2002
BA, Business Administration
Marc Auger, PMP's Fidelity Investments Experience June 2011 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Fidelity Investments June 2006 - June 2011
Liberty Mutual Insurance January 2001 - June 2006
Skills
Program Management, Program Development, Program Evaluation, Project Portfolio..., Project Planning, Project Management, Software Project..., Business Requirements..., Business Workflows, Business Strategy, Project Delivery, Business Process..., Workflow Diagrams, Systems Analysis, Technology Integration, Business Planning and..., Large Scale Change..., Vendor Management, Agile & Waterfall..., System Design &..., Operational Workflow..., Large Scale System..., Large Scale Business..., Large Scale Systems, Data Analysis, Executive Reporting, Reporting & Analysis, Microsoft Technologies, Oracle, Sybase, Rational Team Concert, MS Project, Cost Benefit, MS Excel Pivot Tables, SQL Data Mining, Budget Forecasts, Budget Monitoring, Forecasting
Education
Florida State University - College of Business
MBA, Business Administration
Fidelity Investments June 2011 - Present
Fidelity Investments June 2006 - June 2011
Liberty Mutual Insurance January 2001 - June 2006
Skills
Program Management, Program Development, Program Evaluation, Project Portfolio..., Project Planning, Project Management, Software Project..., Business Requirements..., Business Workflows, Business Strategy, Project Delivery, Business Process..., Workflow Diagrams, Systems Analysis, Technology Integration, Business Planning and..., Large Scale Change..., Vendor Management, Agile & Waterfall..., System Design &..., Operational Workflow..., Large Scale System..., Large Scale Business..., Large Scale Systems, Data Analysis, Executive Reporting, Reporting & Analysis, Microsoft Technologies, Oracle, Sybase, Rational Team Concert, MS Project, Cost Benefit, MS Excel Pivot Tables, SQL Data Mining, Budget Forecasts, Budget Monitoring, Forecasting
Education
Florida State University - College of Business
MBA, Business Administration
Jason Comisar's Fidelity Investments Experience January 2006 - December 2006
Job Senior Investment Professional, Private Debt
Industry Financial Services
Experience
Nationwide Insurance April 2011 - Present
Nationwide Insurance November 2008 - April 2011
Nationwide Insurance January 2007 - November 2008
Fidelity Investments January 2006 - December 2006
Fidelity Investments October 2004 - January 2006
Fidelity Investments November 2000 - October 2004
Fidelity Investments September 1999 - November 2000
Fidelity Investments May 1998 - September 1999
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance, Information Systems
Miami University 1992 — 1997
BS, International Studies
Nationwide Insurance April 2011 - Present
Nationwide Insurance November 2008 - April 2011
Nationwide Insurance January 2007 - November 2008
Fidelity Investments January 2006 - December 2006
Fidelity Investments October 2004 - January 2006
Fidelity Investments November 2000 - October 2004
Fidelity Investments September 1999 - November 2000
Fidelity Investments May 1998 - September 1999
Education
Fordham Gabelli School of Business 2002 — 2006
MBA, Finance, Information Systems
Miami University 1992 — 1997
BS, International Studies
Drew Colleran's Fidelity Investments Experience April 2013 - Present
Job Manager, Accounting Policy and Research at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments April 2013 - Present
Deloitte & Touche September 2009 - April 2013
Deloitte & Touche LLP August 2007 - September 2009
IMG 2005 - 2006
Skills
Financial Accounting, Financial Reporting, Internal Controls, Revenue Recognition
Education
Fordham University 2003 — 2007
Bachelor of Science (BS), Business Administration, Accounting
University of Massachusetts Boston
Master of Science (MS), Accounting
Fidelity Investments April 2013 - Present
Deloitte & Touche September 2009 - April 2013
Deloitte & Touche LLP August 2007 - September 2009
IMG 2005 - 2006
Skills
Financial Accounting, Financial Reporting, Internal Controls, Revenue Recognition
Education
Fordham University 2003 — 2007
Bachelor of Science (BS), Business Administration, Accounting
University of Massachusetts Boston
Master of Science (MS), Accounting
Jason Marino's Fidelity Investments Experience January 2015 - Present
Job Client Service Manager, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Commonwealth Financial Network December 2013 - January 2015
Commonwealth Financial Network January 2004 - December 2013
Vanguard 2000 - 2004
Skills
Series 63, Series 7, Series 24, Securities, Financial Services, Retirement Planning, FINRA, Wealth Management, Mutual Funds
Education
Framingham State University 1992 — 1995
BA, Communications
Framingham South HS
Framingham South HS
Fidelity Investments January 2015 - Present
Commonwealth Financial Network December 2013 - January 2015
Commonwealth Financial Network January 2004 - December 2013
Vanguard 2000 - 2004
Skills
Series 63, Series 7, Series 24, Securities, Financial Services, Retirement Planning, FINRA, Wealth Management, Mutual Funds
Education
Framingham State University 1992 — 1995
BA, Communications
Framingham South HS
Framingham South HS
Philip Scanlon's Fidelity Investments Experience 2008 - 2009
Job
Industry Financial Services
Experience
S&P Capital IQ October 2014 - Present
Terra Capital Partners August 2013 - October 2014
SIP America February 2012 - May 2013
VALIC 2010 - May 2012
Fidelity Investments 2008 - 2009
ING February 2003 - May 2008
Skills
Relationship Management, Wholesale, Channel Partners, Mutual Funds, Alternative Investments, Retirement Planning, Investments, 401k, Financial Planners, Pension Funds, Series 63, Series 7, Series 65, Life & Health Insurance...
Education
Fordham Gabelli School of Business 2003 — 2006
Finance, MBA
Santa Clara University 1992 — 1996
BSC, Finance
S&P Capital IQ October 2014 - Present
Terra Capital Partners August 2013 - October 2014
SIP America February 2012 - May 2013
VALIC 2010 - May 2012
Fidelity Investments 2008 - 2009
ING February 2003 - May 2008
Skills
Relationship Management, Wholesale, Channel Partners, Mutual Funds, Alternative Investments, Retirement Planning, Investments, 401k, Financial Planners, Pension Funds, Series 63, Series 7, Series 65, Life & Health Insurance...
Education
Fordham Gabelli School of Business 2003 — 2006
Finance, MBA
Santa Clara University 1992 — 1996
BSC, Finance
Norm Ashkenas's Fidelity Investments Experience July 2010 - Present
Job Senior VP, Chief Compliance Officer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Fidelity Investments June 2008 - June 2010
Fidelity Investments September 2006 - June 2008
Fidelity Investments June 2003 - August 2006
Prudential Securities February 1994 - June 2003
Chemical Bank August 1992 - January 1994
Skills
FINRA, Securities, Compliance, Investments, Mutual Funds, Fixed Income, ETFs, Brokerage, Series 7
Education
Fordham University School of Law 1989 — 1992
JD
Northwestern University 1985 — 1989
BA, American Culture & European History
Fidelity Investments July 2010 - Present
Fidelity Investments June 2008 - June 2010
Fidelity Investments September 2006 - June 2008
Fidelity Investments June 2003 - August 2006
Prudential Securities February 1994 - June 2003
Chemical Bank August 1992 - January 1994
Skills
FINRA, Securities, Compliance, Investments, Mutual Funds, Fixed Income, ETFs, Brokerage, Series 7
Education
Fordham University School of Law 1989 — 1992
JD
Northwestern University 1985 — 1989
BA, American Culture & European History
David Dawson's Fidelity Investments Experience March 1995 - March 1997
Job Sr. Director of Application Development at HMS
Industry Information Technology and Services
Experience
HMS August 2014 - Present
Susan G. Komen for the Cure December 2007 - August 2014
WellPoint November 2001 - November 2007
Riddle Technologies November 1999 - July 2001
TEKsystems April 1997 - October 1999
Fidelity Investments March 1995 - March 1997
Skills
Program Management, Change Management, Consultancy, Team Leadership, Change Leadership, Strategic Leadership, IT Management, Healthcare IT, IT Strategy, Non-profits, Pharmacy Operations, Consultants, Healthcare Information..., Integration, Management, Strategy, Process Improvement, SDLC, Strategic Planning, Nonprofits, SaaS, Pharmacy Automation, Fundraising, ERP, Business Intelligence, Governance, Business Process, Cross-functional Team..., Project Portfolio..., Vendor Management, CRM, SharePoint, PMP, Business Analysis, Business Process..., Cloud Computing, Software Project..., Requirements Analysis, Consulting, Enterprise Architecture, Information Technology, Project Management, Software Development
Education
University of Kansas
Bachelor of Science, Computer Science
Fort Hays State University
HMS August 2014 - Present
Susan G. Komen for the Cure December 2007 - August 2014
WellPoint November 2001 - November 2007
Riddle Technologies November 1999 - July 2001
TEKsystems April 1997 - October 1999
Fidelity Investments March 1995 - March 1997
Skills
Program Management, Change Management, Consultancy, Team Leadership, Change Leadership, Strategic Leadership, IT Management, Healthcare IT, IT Strategy, Non-profits, Pharmacy Operations, Consultants, Healthcare Information..., Integration, Management, Strategy, Process Improvement, SDLC, Strategic Planning, Nonprofits, SaaS, Pharmacy Automation, Fundraising, ERP, Business Intelligence, Governance, Business Process, Cross-functional Team..., Project Portfolio..., Vendor Management, CRM, SharePoint, PMP, Business Analysis, Business Process..., Cloud Computing, Software Project..., Requirements Analysis, Consulting, Enterprise Architecture, Information Technology, Project Management, Software Development
Education
University of Kansas
Bachelor of Science, Computer Science
Fort Hays State University
Marie Sinkiewicz's Fidelity Investments Experience April 2011 - Present
Job Business Analysis Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments April 2011 - Present
Fidelity Investments October 2009 - May 2011
AIPSO March 2009 - October 2009
Fidelity Investments October 2007 - December 2008
Fidelity Investments July 2004 - October 2007
The Home Depot August 2002 - July 2004
The Home Depot March 2000 - August 2002
Sterling Commerce December 1998 - March 2000
Koch Industries July 1995 - December 1998
Skills
Project Management, Business Analysis, Requirements Analysis, Management, Testing, Leadership, Integration, Quality Assurance, Change Management, Databases, Training, Project Planning
Education
Fort Hays State University 1989 — 1993
B.S., Business Education
Winfield High School 1984 — 1988
Fidelity Investments April 2011 - Present
Fidelity Investments October 2009 - May 2011
AIPSO March 2009 - October 2009
Fidelity Investments October 2007 - December 2008
Fidelity Investments July 2004 - October 2007
The Home Depot August 2002 - July 2004
The Home Depot March 2000 - August 2002
Sterling Commerce December 1998 - March 2000
Koch Industries July 1995 - December 1998
Skills
Project Management, Business Analysis, Requirements Analysis, Management, Testing, Leadership, Integration, Quality Assurance, Change Management, Databases, Training, Project Planning
Education
Fort Hays State University 1989 — 1993
B.S., Business Education
Winfield High School 1984 — 1988
Todd Baebler's Fidelity Investments Experience January 2013 - Present
Job at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Edward Jones July 2004 - January 2013
Edward Jones 2004 - 2005
Education
Fontbonne University 1999 — 2003
BS, Finance and Marketing
Fidelity Investments January 2013 - Present
Edward Jones July 2004 - January 2013
Edward Jones 2004 - 2005
Education
Fontbonne University 1999 — 2003
BS, Finance and Marketing
Richard McKnight's Fidelity Investments Experience 2000 - 2005
Job Senior Finance Manager at Pitney Bowes
Industry Business Supplies and Equipment
Experience
Pitney Bowes September 2014 - Present
New York Stock Exchange (NYSE) 2008 - 2014
The American Stock Exchange (acquired by NYSE in 2008) 2005 - 2008
Fidelity Investments 2000 - 2005
Skills
Budgets, Forecasting, Essbase, ThomsonOne, Oracle, Microsoft Excel, PowerPoint, Bloomberg, Financial Statements, Mergers & Acquisitions, IPO, Risk Management, Compliance, Proxy Statements, Managerial Finance
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
Master of Business Administration (MBA), Finance & Accounting
Penn State University 1995 — 1999
Bachelor of Science (B.S.), Economics
Pitney Bowes September 2014 - Present
New York Stock Exchange (NYSE) 2008 - 2014
The American Stock Exchange (acquired by NYSE in 2008) 2005 - 2008
Fidelity Investments 2000 - 2005
Skills
Budgets, Forecasting, Essbase, ThomsonOne, Oracle, Microsoft Excel, PowerPoint, Bloomberg, Financial Statements, Mergers & Acquisitions, IPO, Risk Management, Compliance, Proxy Statements, Managerial Finance
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
Master of Business Administration (MBA), Finance & Accounting
Penn State University 1995 — 1999
Bachelor of Science (B.S.), Economics
Michael Stefura's Fidelity Investments Experience March 2008 - Present
Job Client Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2008 - Present
AXA Advisors June 2005 - January 2008
Skills
Securities, Series 63, FINRA, Financial Services, Investments, Equities, Mutual Funds, Series 7
Education
Fordham University 1992 — 1996
Fidelity Investments March 2008 - Present
AXA Advisors June 2005 - January 2008
Skills
Securities, Series 63, FINRA, Financial Services, Investments, Equities, Mutual Funds, Series 7
Education
Fordham University 1992 — 1996
Steven Mergentheimer's Fidelity Investments Experience January 2007 - Present
Job Customer Service Manager at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments January 2007 - Present
The Segal Company July 1998 - December 2006
Metlife 1994 - 1998
Skills
Business Analysis, Defined Benefit, Employee Benefits, Financial Services, Insurance, Process Improvement, Pensions, Retirement, Vendor Management, Project Management, 401k, Leadership, Management, Business Process..., Benefits Administration
Education
Fordham Gabelli School of Business 1996 — 2000
St. John's University, The Peter J. Tobin College of Business 1990 — 1994
BBA, Insurance
Fidelity Investments January 2007 - Present
The Segal Company July 1998 - December 2006
Metlife 1994 - 1998
Skills
Business Analysis, Defined Benefit, Employee Benefits, Financial Services, Insurance, Process Improvement, Pensions, Retirement, Vendor Management, Project Management, 401k, Leadership, Management, Business Process..., Benefits Administration
Education
Fordham Gabelli School of Business 1996 — 2000
St. John's University, The Peter J. Tobin College of Business 1990 — 1994
BBA, Insurance
Alphonso Diaz's Fidelity Investments Experience March 2013 - November 2013
Job Director at UBS Investment Bank
Industry Financial Services
Experience
Brean Capital, LLC November 2013 - January 2015
Fidelity Investments March 2013 - November 2013
UBS Investment Bank August 2004 - January 2013
Charles Schwab 1997 - 2004
Skills
Electronic Trading, Equity Trading, Fixed Income, Securities, Options, Financial Markets, Market Making, Investment Banking, Equities, Hedge Funds, Trading Systems, FX Options, Series 7, Proprietary Trading, Capital Markets, Equity Derivatives, Series 24, Bloomberg, Series 63, Derivatives, Trading, Market Data, Alternative Investments, Trading Strategies, Risk Management, FINRA, Prime Brokerage, Investments, Structured Products, ETFs
Education
Fordham University 1993 — 1997
Bachelors, Double Major Finance and Marketing
Brean Capital, LLC November 2013 - January 2015
Fidelity Investments March 2013 - November 2013
UBS Investment Bank August 2004 - January 2013
Charles Schwab 1997 - 2004
Skills
Electronic Trading, Equity Trading, Fixed Income, Securities, Options, Financial Markets, Market Making, Investment Banking, Equities, Hedge Funds, Trading Systems, FX Options, Series 7, Proprietary Trading, Capital Markets, Equity Derivatives, Series 24, Bloomberg, Series 63, Derivatives, Trading, Market Data, Alternative Investments, Trading Strategies, Risk Management, FINRA, Prime Brokerage, Investments, Structured Products, ETFs
Education
Fordham University 1993 — 1997
Bachelors, Double Major Finance and Marketing
Rob Findlay's Fidelity Investments Experience 2005 - Present
Job Risk Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2005 - Present
Skills
Series 7, Bloomberg, Asset Management, Fixed Income, Equities, Bloomberg Terminal, DVP & RVP Trading, Options, Market Risk, Financial Analysis, Microsoft Excel, Bonds
Education
Fordham University 2001 — 2005
Bachelor of Science, Finance
Fidelity Investments 2005 - Present
Skills
Series 7, Bloomberg, Asset Management, Fixed Income, Equities, Bloomberg Terminal, DVP & RVP Trading, Options, Market Risk, Financial Analysis, Microsoft Excel, Bonds
Education
Fordham University 2001 — 2005
Bachelor of Science, Finance
Elizabeth Lentz's Fidelity Investments Experience March 2004 - August 2005
Job Consultant
Industry Accounting
Experience
Private Advisors, LLC January 2008 - October 2012
Fidelity Investments March 2004 - August 2005
Arthur Murray Dance Studio September 2001 - January 2003
Skills
Ballroom Dance, Hedge Funds, Fund Of Funds, Financial Analysis, Accounting, Latin Dance, Financial Reporting, General Ledger
Education
Florida State University - College of Business 1996 — 2000
Bachelor of Science (BS), Finance
Private Advisors, LLC January 2008 - October 2012
Fidelity Investments March 2004 - August 2005
Arthur Murray Dance Studio September 2001 - January 2003
Skills
Ballroom Dance, Hedge Funds, Fund Of Funds, Financial Analysis, Accounting, Latin Dance, Financial Reporting, General Ledger
Education
Florida State University - College of Business 1996 — 2000
Bachelor of Science (BS), Finance
Devon Coger's Fidelity Investments Experience July 2004 - October 2006
Job Office Manager / Executive Assistant at a Private Equity Firm
Industry Financial Services
Experience
Valence Life Sciences (Venture Capital) August 2010 - Present
Elan Pharmaceuticals May 2007 - March 2009
Citigroup October 2006 - May 2007
Fidelity Investments July 2004 - October 2006
Siemens June 2001 - July 2004
Siemens February 2001 - June 2001
RR Donnelley October 1998 - February 2001
Boston Properties January 1996 - October 1998
Skills
Event Management, Office Management, Press Releases, Fundraising, Corporate Communications, Marketing, Management, Time Management, Project Management, PowerPoint, Payroll, Microsoft Office, Microsoft Excel, Spreadsheets
Education
Fordham University
Bachelor of Arts (BA), Organizational Leadership
Valence Life Sciences (Venture Capital) August 2010 - Present
Elan Pharmaceuticals May 2007 - March 2009
Citigroup October 2006 - May 2007
Fidelity Investments July 2004 - October 2006
Siemens June 2001 - July 2004
Siemens February 2001 - June 2001
RR Donnelley October 1998 - February 2001
Boston Properties January 1996 - October 1998
Skills
Event Management, Office Management, Press Releases, Fundraising, Corporate Communications, Marketing, Management, Time Management, Project Management, PowerPoint, Payroll, Microsoft Office, Microsoft Excel, Spreadsheets
Education
Fordham University
Bachelor of Arts (BA), Organizational Leadership
Saad Elfatihi's Fidelity Investments Experience February 2009 - February 2011
Job Manager at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions March 2011 - Present
Fidelity Investments February 2009 - February 2011
Skills
Securities, Financial Analysis, Quantitative Analytics, Corporate Finance, Business Analysis, Analysis, Customer Service, Financial Reporting, Microsoft Excel, FINRA, Accounting, Data Analysis, Financial Accounting, Microsoft Office, Training, Analytics
Education
Fordham University - Graduate School of Business Administration 2010 — 2014
Master of Business Administration (M.B.A.), Finance and Management Information Systems, Magna Cum Laude
Queens College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, Economics
Broadridge Financial Solutions March 2011 - Present
Fidelity Investments February 2009 - February 2011
Skills
Securities, Financial Analysis, Quantitative Analytics, Corporate Finance, Business Analysis, Analysis, Customer Service, Financial Reporting, Microsoft Excel, FINRA, Accounting, Data Analysis, Financial Accounting, Microsoft Office, Training, Analytics
Education
Fordham University - Graduate School of Business Administration 2010 — 2014
Master of Business Administration (M.B.A.), Finance and Management Information Systems, Magna Cum Laude
Queens College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, Economics
Erin Lachapelle Webster's Fidelity Investments Experience July 2007 - Present
Job Dynamic Publishing Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2007 - Present
Skills
Financial Services, Vendor Management, Process Improvement, Business Requirements, Employee Benefits, Offshoring, Requirements Gathering, Visio, Series 63, Series 7, Mutual Funds, Business Analysis, Software Project..., Business Process..., Strategic Planning, Project Management, 401k, Program Management, Change Management, Series 6
Education
Framingham State University 2007 — 2009
Master's Degree, Business Management
Nichols College 2001 — 2005
Bachelor Degree, Finance & Psychology
Fidelity Investments July 2007 - Present
Skills
Financial Services, Vendor Management, Process Improvement, Business Requirements, Employee Benefits, Offshoring, Requirements Gathering, Visio, Series 63, Series 7, Mutual Funds, Business Analysis, Software Project..., Business Process..., Strategic Planning, Project Management, 401k, Program Management, Change Management, Series 6
Education
Framingham State University 2007 — 2009
Master's Degree, Business Management
Nichols College 2001 — 2005
Bachelor Degree, Finance & Psychology
Dean Bubello's Fidelity Investments Experience January 2000 - January 2006
Job Principal, Creative Director at RedWhiteBlue Studio
Industry Graphic Design
Experience
RedWhiteBlue Studio January 2013 - Present
Pioneer Investments January 2006 - July 2012
Fidelity Investments January 2000 - January 2006
Sir Speedy Printing April 1994 - January 2000
Skills
Creative Direction, Marketing, Direct Mail, Collateral, Management, Brochures, Information Architecture, User Experience, Advertising, Brand Management, Graphic Design, User Interface, Marketing Communications, Adobe Acrobat, Layout, Digital Marketing, Final Cut Pro, Adobe Creative Suite, XMPie, Flash Animation, QuarkXPress, Microsoft Excel, Microsoft Word, PowerPoint, Digital Illustration, Illustration, Art Direction, Corporate Identity, Online Marketing, InDesign, Brand Development, Illustrator, Logo Design, Flash, Photography, Social Media Marketing, Website Development, Web Design, User Interface Design
Education
Framingham State University
Bachelor of Arts (B.A.), Graphic Design
RedWhiteBlue Studio January 2013 - Present
Pioneer Investments January 2006 - July 2012
Fidelity Investments January 2000 - January 2006
Sir Speedy Printing April 1994 - January 2000
Skills
Creative Direction, Marketing, Direct Mail, Collateral, Management, Brochures, Information Architecture, User Experience, Advertising, Brand Management, Graphic Design, User Interface, Marketing Communications, Adobe Acrobat, Layout, Digital Marketing, Final Cut Pro, Adobe Creative Suite, XMPie, Flash Animation, QuarkXPress, Microsoft Excel, Microsoft Word, PowerPoint, Digital Illustration, Illustration, Art Direction, Corporate Identity, Online Marketing, InDesign, Brand Development, Illustrator, Logo Design, Flash, Photography, Social Media Marketing, Website Development, Web Design, User Interface Design
Education
Framingham State University
Bachelor of Arts (B.A.), Graphic Design
Alina Gatskova's Fidelity Investments Experience August 2014 - Present
Job Credit Risk Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Skills
Risk Management, Financial Analysis, Corporate Finance, Finance, Analysis, Enterprise Risk..., Credit Risk, Loans, Financial Modeling, Securities Regulation
Education
Fordham University School of Law 2015 — 2018
Doctor of Law (J.D. Candidate), Banking, Corporate, Finance, and Securities Law
Saint Peter's University
Master, Business Administration; Finance, summa cum laude
Saint Peter's University 2003 — 2007
Bachelor of Science, International Business and Trade, summa cum laude
Fidelity Investments August 2014 - Present
Skills
Risk Management, Financial Analysis, Corporate Finance, Finance, Analysis, Enterprise Risk..., Credit Risk, Loans, Financial Modeling, Securities Regulation
Education
Fordham University School of Law 2015 — 2018
Doctor of Law (J.D. Candidate), Banking, Corporate, Finance, and Securities Law
Saint Peter's University
Master, Business Administration; Finance, summa cum laude
Saint Peter's University 2003 — 2007
Bachelor of Science, International Business and Trade, summa cum laude
Dan Fuchs's Fidelity Investments Experience June 2007 - April 2010
Job Head of Global Market Data Management
Industry Financial Services
Experience
GMO April 2010 - Present
Fidelity Investments June 2007 - April 2010
Lazard July 2001 - June 2007
Lehman Brothers November 1999 - July 2001
Bloomberg June 1996 - November 1999
Skills
Market Data, Equities, Bloomberg, Fixed Income, Business Continuity, Electronic Trading, Reference Data, Financial Markets, Derivatives, Capital Markets, Back Office, Asset Management
Education
Fordham Gabelli School of Business
MBA, Dual Concentration in Information & Communications Systems and Management Systems
University of Rochester
BA, Economics
GMO April 2010 - Present
Fidelity Investments June 2007 - April 2010
Lazard July 2001 - June 2007
Lehman Brothers November 1999 - July 2001
Bloomberg June 1996 - November 1999
Skills
Market Data, Equities, Bloomberg, Fixed Income, Business Continuity, Electronic Trading, Reference Data, Financial Markets, Derivatives, Capital Markets, Back Office, Asset Management
Education
Fordham Gabelli School of Business
MBA, Dual Concentration in Information & Communications Systems and Management Systems
University of Rochester
BA, Economics
Michael Morin's Fidelity Investments Experience 2010 - Present
Job Institutional Portfolio Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2010 - Present
JPMorgan Chase September 1997 - September 2008
Morgan Stanley 1995 - 1997
The Bank of New York Mellon 1988 - 1995
Education
Fordham Gabelli School of Business 1990 — 1992
M.B.A., Finance
Syracuse University - Martin J. Whitman School of Management 1984 — 1988
B.S., Finance/Quantitative Methods
Fidelity Investments 2010 - Present
JPMorgan Chase September 1997 - September 2008
Morgan Stanley 1995 - 1997
The Bank of New York Mellon 1988 - 1995
Education
Fordham Gabelli School of Business 1990 — 1992
M.B.A., Finance
Syracuse University - Martin J. Whitman School of Management 1984 — 1988
B.S., Finance/Quantitative Methods
Caterina Morrone's Fidelity Investments Experience September 2009 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2009 - Present
Fidelity Investments 2009 - 2011
Fidelity Investments August 2007 - November 2008
Fidelity Investments March 2004 - August 2007
Fidelity Investments December 2000 - March 2004
Education
Fordham University 1996 — 2000
BA, Economics and Business Administration
Fidelity Investments September 2009 - Present
Fidelity Investments 2009 - 2011
Fidelity Investments August 2007 - November 2008
Fidelity Investments March 2004 - August 2007
Fidelity Investments December 2000 - March 2004
Education
Fordham University 1996 — 2000
BA, Economics and Business Administration
Gaspare Bonventre's Fidelity Investments Experience February 2004 - December 2009
Job Sr. Quantitative Analyst at Briarwood Capital Management Inc.
Industry Investment Management
Experience
Briarwood Capital Management Inc. January 2010 - Present
Fidelity Investments February 2004 - December 2009
Skills
Equities, Hedge Funds, Financial Modeling, Financial Analysis, Financial Services, Fixed Income, Derivatives, Trading Systems, Investments, Mutual Funds, Matlab, Physics, Compliance, Options, Business Analysis, Asset Management, Portfolio Management, Valuation, Capital Markets, VBA, Money Market Funds, Futures Trading, Managed Futures, Commodity Markets, C++, Foreign Exchange, Python, Equity Derivatives, Credit Derivatives, C#, ETFs, CTAs, Asset Allocation, Artificial Intelligence, Bayesian methods, Artificial Neural..., Parallel Algorithms, F#, FX Trading, Data Science, Alternative Investments, Trading, SQL, Statistics, Microsoft Excel, Risk Management, Quantitative Finance, Machine Learning, Algorithms, Data Analysis
Education
Fordham University 1998 — 2002
Bachelors
Saint Anthony's High School 1994 — 1998
Honors Degree
Briarwood Capital Management Inc. January 2010 - Present
Fidelity Investments February 2004 - December 2009
Skills
Equities, Hedge Funds, Financial Modeling, Financial Analysis, Financial Services, Fixed Income, Derivatives, Trading Systems, Investments, Mutual Funds, Matlab, Physics, Compliance, Options, Business Analysis, Asset Management, Portfolio Management, Valuation, Capital Markets, VBA, Money Market Funds, Futures Trading, Managed Futures, Commodity Markets, C++, Foreign Exchange, Python, Equity Derivatives, Credit Derivatives, C#, ETFs, CTAs, Asset Allocation, Artificial Intelligence, Bayesian methods, Artificial Neural..., Parallel Algorithms, F#, FX Trading, Data Science, Alternative Investments, Trading, SQL, Statistics, Microsoft Excel, Risk Management, Quantitative Finance, Machine Learning, Algorithms, Data Analysis
Education
Fordham University 1998 — 2002
Bachelors
Saint Anthony's High School 1994 — 1998
Honors Degree
silvia damore's Fidelity Investments Experience
Job associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Equities, Securities, Fixed Income, Mutual Funds, Investments, Bloomberg, Capital Markets, Financial Services, Risk Management, Series 7
Education
Fordham University 1993 — 1997
Bachelor of Arts (BA), Economics
Fidelity Investments
Skills
Equities, Securities, Fixed Income, Mutual Funds, Investments, Bloomberg, Capital Markets, Financial Services, Risk Management, Series 7
Education
Fordham University 1993 — 1997
Bachelor of Arts (BA), Economics
James McFadden's Fidelity Investments Experience June 2000 - May 2001
Job Institutional Sales at CMG Capital Management Group, Inc.
Industry Financial Services
Experience
CMG Capital Management Group, Inc. January 2014 - Present
Discovery Data January 2013 - January 2014
Group One Trading June 2002 - July 2010
Deutsche Bank June 2001 - August 2001
Fidelity Investments June 2000 - May 2001
Skills
Options, Volatility, Trading Strategies, Trading, Risk Management, Hedging, Derivatives, Equities, Bloomberg, Trading Systems, Currency, Electronic Trading, Financial Markets, Equity Trading, Equity Derivatives, Hedge Funds, Proprietary Trading, Series 7, Commodity, Options Strategies, ETFs, Fixed Income, Securities, FX Options, Technical Analysis, Capital Markets, Equity Research
Education
Fordham University 1998 — 2002
BA, Finance / Economics
St. Joseph's Preparatory School 1994 — 1998
CMG Capital Management Group, Inc. January 2014 - Present
Discovery Data January 2013 - January 2014
Group One Trading June 2002 - July 2010
Deutsche Bank June 2001 - August 2001
Fidelity Investments June 2000 - May 2001
Skills
Options, Volatility, Trading Strategies, Trading, Risk Management, Hedging, Derivatives, Equities, Bloomberg, Trading Systems, Currency, Electronic Trading, Financial Markets, Equity Trading, Equity Derivatives, Hedge Funds, Proprietary Trading, Series 7, Commodity, Options Strategies, ETFs, Fixed Income, Securities, FX Options, Technical Analysis, Capital Markets, Equity Research
Education
Fordham University 1998 — 2002
BA, Finance / Economics
St. Joseph's Preparatory School 1994 — 1998
Gina Marie Greer's Fidelity Investments Experience 1997 - 2000
Job Partner at Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte & Touche August 2006 - Present
Deloitte & Touche 2000 - 2010
Fidelity Investments 1997 - 2000
Deloitte 1994 - 1997
Deloitte 1993 - 1993
Skills
Financial Analysis, Internal Controls, Financial Reporting, Auditing, Management Consulting, Sarbanes-Oxley Act, Accounting, Financial Modeling, Risk Management, Business Process..., Corporate Finance, Due Diligence, US GAAP, SEC filings, Financial Accounting, Enterprise Risk...
Education
Fordham University 1990 — 1994
BS, Accounting
Townsend Harris High School 1986 — 1990
High School
Deloitte & Touche August 2006 - Present
Deloitte & Touche 2000 - 2010
Fidelity Investments 1997 - 2000
Deloitte 1994 - 1997
Deloitte 1993 - 1993
Skills
Financial Analysis, Internal Controls, Financial Reporting, Auditing, Management Consulting, Sarbanes-Oxley Act, Accounting, Financial Modeling, Risk Management, Business Process..., Corporate Finance, Due Diligence, US GAAP, SEC filings, Financial Accounting, Enterprise Risk...
Education
Fordham University 1990 — 1994
BS, Accounting
Townsend Harris High School 1986 — 1990
High School
Ed Natale's Fidelity Investments Experience 2004 - 2009
Job Director at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services April 2015 - Present
New York Retirement Plan Services September 2013 - March 2015
New York Life Retirement Plan Services May 2010 - August 2013
Fidelity Investments 2004 - 2009
Fidelity Investments 2001 - 2004
Fidelity Investments 1994 - 2001
State Street Bank 1988 - 1989
Skills
Management, Financial Services, 401k, Analysis, Business Analysis, Mutual Funds, Investments, Portfolio Management, Risk Management, Project Management, Process Improvement
Education
Fordham University 1984 — 1987
Bachelor, Finance
John Hancock Retirement Plan Services April 2015 - Present
New York Retirement Plan Services September 2013 - March 2015
New York Life Retirement Plan Services May 2010 - August 2013
Fidelity Investments 2004 - 2009
Fidelity Investments 2001 - 2004
Fidelity Investments 1994 - 2001
State Street Bank 1988 - 1989
Skills
Management, Financial Services, 401k, Analysis, Business Analysis, Mutual Funds, Investments, Portfolio Management, Risk Management, Project Management, Process Improvement
Education
Fordham University 1984 — 1987
Bachelor, Finance
George Gerlanc's Fidelity Investments Experience April 1992 - March 1998
Job Director Treasury at KCG Holdings, Inc.
Industry Financial Services
Experience
KCG Holdings, Inc. April 2014 - Present
Cantor Fitzgerald July 2006 - April 2014
Merrill Lynch & Co August 1999 - July 2006
BANC OF AMERICA SECURITIES January 1998 - January 1999
Fidelity Investments April 1992 - March 1998
BT SECURITIES CORP May 1989 - April 1992
Goldman Sachs April 1983 - April 1989
Skills
Treasury Management, Cash Management, Liquidity Management, Treasury, Network Management, Banking Relationships, Treasury Operations
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance
Pace University - Lubin School of Business 1980 — 1982
BA, Finance
KCG Holdings, Inc. April 2014 - Present
Cantor Fitzgerald July 2006 - April 2014
Merrill Lynch & Co August 1999 - July 2006
BANC OF AMERICA SECURITIES January 1998 - January 1999
Fidelity Investments April 1992 - March 1998
BT SECURITIES CORP May 1989 - April 1992
Goldman Sachs April 1983 - April 1989
Skills
Treasury Management, Cash Management, Liquidity Management, Treasury, Network Management, Banking Relationships, Treasury Operations
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance
Pace University - Lubin School of Business 1980 — 1982
BA, Finance
Michael Conry's Fidelity Investments Experience June 2009 - June 2010
Job Director, FIG Americas at Commonwealth Bank of Australia
Industry Financial Services
Experience
Commonwealth Bank of Australia September 2014 - Present
Standard Chartered Bank June 2010 - September 2014
Fidelity Investments June 2009 - June 2010
Cantor Fitzgerald September 2007 - March 2009
BNP Paribas 2001 - 2007
Parson Group Consulting 2000 - 2001
Nikko Securities NA January 1997 - September 1998
Fimat 1994 - 1996
Smith Barney 1989 - 1994
Dean Witter Reynolds 1986 - 1989
Skills
Fixed Income, Equities, Banking, Investment Banking, Finance, Investments, Portfolio Management, Risk Management, Financial Services, Credit, Corporate Finance, Trading, Capital Markets, Financial Markets, Securities
Education
Fordham Gabelli School of Business 1996 — 1998
MBA, Finance
Loras College 1979 — 1983
BA, Finance and Political Science
Commonwealth Bank of Australia September 2014 - Present
Standard Chartered Bank June 2010 - September 2014
Fidelity Investments June 2009 - June 2010
Cantor Fitzgerald September 2007 - March 2009
BNP Paribas 2001 - 2007
Parson Group Consulting 2000 - 2001
Nikko Securities NA January 1997 - September 1998
Fimat 1994 - 1996
Smith Barney 1989 - 1994
Dean Witter Reynolds 1986 - 1989
Skills
Fixed Income, Equities, Banking, Investment Banking, Finance, Investments, Portfolio Management, Risk Management, Financial Services, Credit, Corporate Finance, Trading, Capital Markets, Financial Markets, Securities
Education
Fordham Gabelli School of Business 1996 — 1998
MBA, Finance
Loras College 1979 — 1983
BA, Finance and Political Science
Keith Clem's Fidelity Investments Experience August 1999 - February 2013
Job Investments at T D Ameritrade
Industry Investment Management
Experience
TD Ameritrade May 2015 - Present
Financial Concepts, Inc. June 2014 - May 2015
Fidelity Investments August 1999 - February 2013
LaPlata Company 1986 - 2010
Associated Title Insurance 1997 - 1999
United Title Company 1992 - 1996
La Plata Consulting 1986 - 1992
Utah Geological Survey 1982 - 1986
LaPlata Consulting 1979 - 1982
Skills
Mutual Funds, Series 7, Start-ups, Retirement, Asset Allocation, Series 63, Business Planning, Investment Strategies, Business Development, Investment Advisory, Oil & Gas Exploration, Small Business..., Series 65, Petroleum Geology, Mineral Exploration, Stratigraphy, Small business..., Plasma Cutting, Custom Furniture, Financial Planning, Strategic Financial..., Investments, CNC programing, metal welding, Metal Fabrication, Alternative Investments, Annuities, Indexed Annuities, Managed accounts, Real Estate Transactions, Retirement Planning, Retirement Income..., Oil and gas development
Education
University of Phoenix 1984 — 1986
master Business Admin
Fort Lewis College 1976 — 1980
B.S., Geology
TD Ameritrade May 2015 - Present
Financial Concepts, Inc. June 2014 - May 2015
Fidelity Investments August 1999 - February 2013
LaPlata Company 1986 - 2010
Associated Title Insurance 1997 - 1999
United Title Company 1992 - 1996
La Plata Consulting 1986 - 1992
Utah Geological Survey 1982 - 1986
LaPlata Consulting 1979 - 1982
Skills
Mutual Funds, Series 7, Start-ups, Retirement, Asset Allocation, Series 63, Business Planning, Investment Strategies, Business Development, Investment Advisory, Oil & Gas Exploration, Small Business..., Series 65, Petroleum Geology, Mineral Exploration, Stratigraphy, Small business..., Plasma Cutting, Custom Furniture, Financial Planning, Strategic Financial..., Investments, CNC programing, metal welding, Metal Fabrication, Alternative Investments, Annuities, Indexed Annuities, Managed accounts, Real Estate Transactions, Retirement Planning, Retirement Income..., Oil and gas development
Education
University of Phoenix 1984 — 1986
master Business Admin
Fort Lewis College 1976 — 1980
B.S., Geology
Amy Purifoy's Fidelity Investments Experience March 2015 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Morgan Stanley Wealth Management May 2014 - March 2015
Fidelity Investments June 2011 - May 2014
Fidelity Investments October 2010 - June 2011
Fidelity Investments June 2008 - October 2010
Wachovia, A Wells Fargo Company August 2007 - June 2008
Lyons and Farrar, PA January 2006 - March 2007
Skills
Series 63, Series 7, Life Insurance, Series 65, Series 9, Series 10
Education
Florida State University - College of Business 2003 — 2007
BS, Finance, Real Estate
Fidelity Investments March 2015 - Present
Morgan Stanley Wealth Management May 2014 - March 2015
Fidelity Investments June 2011 - May 2014
Fidelity Investments October 2010 - June 2011
Fidelity Investments June 2008 - October 2010
Wachovia, A Wells Fargo Company August 2007 - June 2008
Lyons and Farrar, PA January 2006 - March 2007
Skills
Series 63, Series 7, Life Insurance, Series 65, Series 9, Series 10
Education
Florida State University - College of Business 2003 — 2007
BS, Finance, Real Estate
William Mathis's Fidelity Investments Experience May 2007 - Present
Job Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 2007 - Present
Citigroup December 2000 - May 2007
Wachovia Securities, LLC July 1992 - December 2000
Prudential Securities 1992 - 2000
Lewco Securities 1983 - 1985
Education
Fordham Gabelli School of Business 1986 — 1989
M.B.A., Finance
State University of New York at Albany 1976 — 1980
BS, Economics, Mathematics
Fidelity Investments May 2007 - Present
Citigroup December 2000 - May 2007
Wachovia Securities, LLC July 1992 - December 2000
Prudential Securities 1992 - 2000
Lewco Securities 1983 - 1985
Education
Fordham Gabelli School of Business 1986 — 1989
M.B.A., Finance
State University of New York at Albany 1976 — 1980
BS, Economics, Mathematics
Brennan Decima's Fidelity Investments Experience November 2012 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Fidelity Investments November 2008 - October 2012
Skills
Series 7, Microsoft Office, Business Development, Certified Financial..., Series 63, Series 66, Investments, Business Networking, Recruiting, Asset Managment, Insurance, Finance, Financial Services, Retirement, Investment Strategies, Estate Planning
Education
Florida State University - College of Business 2004 — 2008
Bachelor's degree, Accounting and Finance
Fidelity Investments November 2012 - Present
Fidelity Investments November 2008 - October 2012
Skills
Series 7, Microsoft Office, Business Development, Certified Financial..., Series 63, Series 66, Investments, Business Networking, Recruiting, Asset Managment, Insurance, Finance, Financial Services, Retirement, Investment Strategies, Estate Planning
Education
Florida State University - College of Business 2004 — 2008
Bachelor's degree, Accounting and Finance
Michael Kostrab's Fidelity Investments Experience April 2014 - Present
Job Trading Execution Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments January 2012 - April 2014
Provident Funding Associates L.P. June 2010 - January 2012
Tallahassee Democrat January 2010 - May 2010
Skills
Finance, Microsoft Excel, Credit Analysis, Analysis, Financial Analysis, Microsoft Office, PowerPoint, Process Improvement, Financial Modeling, Risk Management, Financial Reporting
Education
University of North Florida 2011 — 2013
MBA
Florida State University - College of Business 2006 — 2010
Finance, Finance
Fidelity Investments April 2014 - Present
Fidelity Investments January 2012 - April 2014
Provident Funding Associates L.P. June 2010 - January 2012
Tallahassee Democrat January 2010 - May 2010
Skills
Finance, Microsoft Excel, Credit Analysis, Analysis, Financial Analysis, Microsoft Office, PowerPoint, Process Improvement, Financial Modeling, Risk Management, Financial Reporting
Education
University of North Florida 2011 — 2013
MBA
Florida State University - College of Business 2006 — 2010
Finance, Finance
Elizabeth Calvo's Fidelity Investments Experience February 2012 - Present
Job Business Analyst HR at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments February 2012 - Present
New York City Economic Development Corporation November 2010 - December 2011
Diesel September 2010 - December 2010
Non-Profit Organization January 2007 - June 2010
Skills
Excel, Outlook, SPSS, Applicant Tracking..., HRIS, Abra, Microsoft Excel, Onboarding
Education
Fordham University 2008 — 2012
Bachelor of Science, Psychology
Fidelity Investments February 2012 - Present
New York City Economic Development Corporation November 2010 - December 2011
Diesel September 2010 - December 2010
Non-Profit Organization January 2007 - June 2010
Skills
Excel, Outlook, SPSS, Applicant Tracking..., HRIS, Abra, Microsoft Excel, Onboarding
Education
Fordham University 2008 — 2012
Bachelor of Science, Psychology
Brian M. Donovan's Fidelity Investments Experience July 2007 - September 2011
Job Associate Finance Analyst at Fidelity Investments
Industry Financial Services
Experience
Geller & Company September 2011 - Present
Fidelity Investments July 2007 - September 2011
Education
Fordham University 2002 — 2006
Bachelor of Science, Finance and Business Economics
Geller & Company September 2011 - Present
Fidelity Investments July 2007 - September 2011
Education
Fordham University 2002 — 2006
Bachelor of Science, Finance and Business Economics
Gabriel Bernal's Fidelity Investments Experience June 2011 - May 2012
Job VP of Operations at Seasons Farm Fresh
Industry Consumer Services
Experience
Seasons Farm Fresh August 2012 - Present
Bimini Biological Field Station Foundation December 2012 - November 2014
Fidelity Investments June 2011 - May 2012
Sears Holdings Corporation November 2010 - June 2011
Pittman Law Group January 2011 - April 2011
Raiseline Ventures, Inc May 2010 - July 2010
GroupHive Marketing Agency February 2010 - April 2010
Skills
Trading, Financial Markets, Securities License, Investments, Finance, Financial Services, Sales, Mutual Funds, Entrepreneurship, Strategic Planning, Strategic Financial..., Financial Analysis, Negotiation, Event Planning, Management, Customer Service, Microsoft Excel, Microsoft Word
Education
Florida State University - College of Business 2007 — 2011
Bachelor's Degree, Finance and Management / Minor - Spanish
Coral Reef High School
Coral Reef High School
Seasons Farm Fresh August 2012 - Present
Bimini Biological Field Station Foundation December 2012 - November 2014
Fidelity Investments June 2011 - May 2012
Sears Holdings Corporation November 2010 - June 2011
Pittman Law Group January 2011 - April 2011
Raiseline Ventures, Inc May 2010 - July 2010
GroupHive Marketing Agency February 2010 - April 2010
Skills
Trading, Financial Markets, Securities License, Investments, Finance, Financial Services, Sales, Mutual Funds, Entrepreneurship, Strategic Planning, Strategic Financial..., Financial Analysis, Negotiation, Event Planning, Management, Customer Service, Microsoft Excel, Microsoft Word
Education
Florida State University - College of Business 2007 — 2011
Bachelor's Degree, Finance and Management / Minor - Spanish
Coral Reef High School
Coral Reef High School
Neil Penttinen's Fidelity Investments Experience 2000 - 2005
Job Detective at City of Manchester
Industry Government Administration
Experience
City of Manchester January 2012 - Present
City of Scottsdale 2005 - February 2012
Fidelity Investments 2000 - 2005
Skills
Security Operations, Portfolio Management, Investments, Team Leadership, Team Building, Customer Service, Marketing, Sales, Mutual Funds, Retirement Planning, Strategic Planning
Education
Fordham University 1990 — 1994
Economics
St. John's Prep 1986 — 1990
City of Manchester January 2012 - Present
City of Scottsdale 2005 - February 2012
Fidelity Investments 2000 - 2005
Skills
Security Operations, Portfolio Management, Investments, Team Leadership, Team Building, Customer Service, Marketing, Sales, Mutual Funds, Retirement Planning, Strategic Planning
Education
Fordham University 1990 — 1994
Economics
St. John's Prep 1986 — 1990
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank