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
Fidelity Investments March 2015 - Present
Fidelity Investments July 2014 - March 2015
Zayo Group May 2013 - December 2013
Action Sports XHall April 2013 - August 2013
U.S. House of Representatives Colorado's 2nd District January 2013 - June 2013
Sigma Nu Fraternity, Gamma Kappa Chapter August 2012 - May 2013
The Emporium November 2010 - March 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Business Development, Facebook, Social Networking, Finance, Weightlifting
Education
University of Colorado 2010 — 2014
Bachelor of Science (B.S.)
Francis W. Parker School 2007 — 2010
Gulliver Preperatory
P August 2012 - Present
eClinicalWorks February 2007 - Present
Fidelity Investments August 2005 - February 2007
Skills
Computer Proficiency, Analytical Techniques, Account Management, Customer Relations, Microsoft Office, Workflow Analysis, CRM, Software Implementation, Customer Service, Enterprise Software, Salesforce.com, Healthcare Information..., Healthcare, Databases, Hospitals
Education
Framingham State College 2001 — 2005
Bachelor of Science (B.S.), Elementary Education and Teaching
Bishop Feehan High School 1997 — 2001
High School Diploma
Fidelity Investments June 1999 - Present
The Renaissance Network, Inc. December 1997 - May 1999
EDP Staffing August 1996 - December 1997
Skills
Retirement, Series 63, Mutual Funds, College Recruiting, Series 7, Talent Acquisition, 401k
Education
Framingham State College 1992 — 1996
Puma May 2013 - Present
Intel Corporation January 2009 - April 2013
Intel Corporation December 2005 - December 2008
Fidelity Investments June 1997 - September 2001
Skills
CCNA, Networking, Cisco Certified, Cisco IOS, Cisco Routers, Wireless Networking, Cisco VoIP, Firewalls, IPSec, VPN, BGP, EIGRP, OSPF, Avaya, Avaya IP Telephony, G3, Definity, Sniffer, Wireshark, LAN-WAN, HSRP, VRRP, STP, VTP, DNS, DHCP, QoS, 802.1x, 802.1q, VoIP
Education
University of Massachusetts Lowell 2014 — 2016
Master's degree, Information Technology
Framingham State College 2009 — 2011
Bachelor of Computer Science, Information Technology
Massachusetts Bay Community College 1998 — 2009
AVHS
Fidelity Investments January 2014 - Present
Self-Employed August 2013 - Present
The Jewish Advocate May 2007 - July 2013
Self-Employed 2004 - 2007
Whitman & Howard November 1982 - July 1985
Quinn & Johnson February 1981 - February 1982
Allied Advertising Agency July 1979 - February 1981
Skills
Brochures, Layout, Logo Design, Newsletters, Advertising, Image Manipulation, Flyers, Business Cards, Catalogs, Editorial, Marketing, Desktop Publishing, Illustrator, Graphics, InDesign, Mac
Education
UMass Lowell 2005 — 2007
Graphic Design Certificate
Framingham State University
Bachelor of Fine Arts (BFA), Fine/Studio Arts, General
Ava Anderson Non Toxic August 2014 - Present
A Good Remedy October 2012 - December 2013
Fidelity Investments November 2000 - May 2010
Dr.Hauschka Skin Care, Inc. August 2004 - April 2005
Huntington Theatre Company August 1998 - November 2000
Skills
Event Planning, Administrative..., Microsoft Office, QuickBooks, PowerPoint, Outlook, Constant Contact, Google Calendar, Website Updating, Actress, Director, Audio Description, Weebly, WordPress, MailChimp, Microsoft Word, Microsoft Excel, Office Management, Event Management, Facebook, Social Networking, Social Media, Fundraising, Leadership, Human Resources, Administrative...
Education
Framingham State College 1993 — 1997
Bachelor of Arts (B.A.), Communication Arts
Comcast April 2013 - Present
Fidelity Investments September 2011 - April 2013
Sun Life Financial May 2009 - August 2011
Fidelity Investments April 2006 - November 2008
Sun Life Financial April 2003 - January 2006
Sun Life Financial August 2000 - April 2003
Sun Life Financial December 1999 - August 2000
Sun Life Financial June 1998 - December 1999
Skills
Talent Acquisition..., Recruiting, Talent Acquisition, Sourcing, College Recruiting, Applicant Tracking..., Human Resources, Interviews, Temporary Placement, Social Media, Hiring, Employee Engagement, Deferred Compensation, New Hire Orientations, Screening, Personnel Management
Education
Framingham State University
Bachelor, Psychology
North Carolina State University January 2011 - Present
North Carolina State University January 2011 - Present
North Carolina Central University January 2008 - January 2011
Fidelity Investments January 2007 - January 2008
Verizon Superpages July 2005 - May 2006
Skills
Data Analysis, Student Financial Aid, Teaching, Academic Advising, Community Outreach, Staff Development, Student Affairs, Adult Education, Public Speaking, Microsoft Office, Higher Education, Customer Service, Student Development, Research, Recruiting, Career Counseling, Program Development, Leadership Development, Critical Thinking
Education
North Carolina Central University 2015 — 2016
Master of Library & Information Science (M.L.I.S.), Management Information Systems, General
North Carolina Central University 2008 — 2009
Master of Arts (M.A.), Online Instructional Design
Francis Marion University 2000 — 2005
Bachelor of Business Administration (BBA), Management Information Systems, General
Oxford Global Resources March 2015 - Present
Fidelity Investments February 2014 - March 2015
Northeast Security Inc. January 2014 - May 2014
My Place by the Sea August 2012 - September 2013
MyWireless February 2012 - May 2012
Skills
Teamwork, Sales, Customer Service, Technical Recruiting, Networking, Leadership, Training, Social Media, Public Speaking, Communication, Organizational..., Research, Time Management, Marketing Strategy, Microsoft Office, English, Microsoft Excel, Microsoft Word, PowerPoint, Physical Security, Crisis Situations, Investigative Reporting, Coaching
Education
Framingham State University 2009 — 2014
Bachelor's Degree
Hawaii Pacific University 2010 — 2011
Gloucester High School 2005 — 2009
High School
self-employed January 2010 - Present
Fidelity Investments May 2008 - March 2012
Convergys January 2004 - December 2007
Automatic Data Processing 1999 - 2003
self-employed January 1996 - December 1998
Symantec January 1991 - December 1996
Corporate Software Inc. 1985 - 1991
Skills
Marketing Strategy, Marketing Management, Thought Leadership, B2B Marketing, Outsourcing, Integrated Marketing, Key Message Development, White Papers, Brochure Development, Budget Development, Conference Presentations, Sales Presentations, Webinars, Product Marketing, Marketing Communications
Education
University of Massachusetts at Lowell 1978 — 1980
Business Administration and Management, General
Framingham State University
BS, Consumer Economics
Fidelity Investments February 2015 - Present
Fidelity Investments March 2014 - Present
Fidelity Investments: Merrimack, NH November 2010 - March 2014
Demoulas Market Basket January 2003 - January 2010
Franciscan University August 2006 - December 2009
Skills
Sales, Customer Service, Series 7, Investments, Fundraising, Microsoft Excel, Mutual Funds, Equities, Series 7 license, Series 63, Series 65, Life insurance Licenses, Retirement Planning
Education
Suffolk University 2013 — 2014
CFP - In progress
Franciscan University of Steubenville
Bachelor of Science
Fidelity Investments March 2015 - Present
FUSION Marketing THIS IS FUSION July 2014 - January 2015
Shields Health Care Group October 2013 - June 2014
TGI Fridays July 2011 - September 2013
Shields Health Care Group January 2008 - January 2011
Skills
Restaurants, Food Service, Hospitality, Menu Development, Customer Service, Micros, Inventory Management, Customer Satisfaction, PowerPoint, Microsoft Word, Marketing, Social Networking, Facebook, Social Media, Marketing Strategy, Social Media Marketing, Advertising, Market Research, Marketing Communications, Microsoft Office
Education
Framingham State University 2010 — 2014
Bachelor's Degree, Business Administration and Marketing, Recent Graduate
Framingham State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Fidelity Investments December 2012 - Present
ERA Key Realty Services June 2005 - January 2014
SMB Realty Group, LLC 2008 - May 2013
VCE December 2010 - August 2011
Fidelity Investments September 2003 - April 2009
Premier Partners, LLC January 2008 - January 2008
EMC March 2000 - May 2003
Education
Framingham State College 1996 — 2000
BS, Business
St. Charles Financial Services, LLC 2013 - 2015
Wells Fargo Advisors 2012 - 2013
TD Ameritrade Institutional 2007 - 2012
Fidelity Investments 2006 - 2006
West Corporation 2005 - 2006
Skills
Management, Cash Management, Finance, Investments, Banking, Sales, Microsoft Office, Microsoft Excel, Customer Service, Series 7, Retail, Portfolio Management, Financial Analysis, Risk Management, Analysis, Financial Advisory, Access, Web Design, Social Media Marketing
Education
Franciscan University of Steubenville 2000 — 2005
BA, History
Tulsa Community College 1999 — 2000
N/A, LIberal Arts
Sapulpa High School 1996 — 1999
High School
Citizens Bank July 2012 - Present
Avatar Associates October 2011 - June 2012
Ameriprise Financial Services, Inc. April 2007 - May 2010
Dreyfus September 2006 - April 2007
Evergreen Investments January 2001 - April 2005
Fidelity Investments 1994 - 2001
Putnam Investments November 1991 - November 1994
Skills
Mutual Funds, ETFs, Public Speaking, Separately Managed..., Series 63, Series 7, Series 6, Asset Allocation, Investments, Financial Services, Leadership, CRM, Alternative Investments, Retirement Planning, Series 65, Wealth Management
Education
Framingham State University 1986 — 1991
BA, Sociology
Archbishop Williams High School 1982 — 1986
Veritude September 2014 - Present
Navisite January 2013 - September 2014
BMC Software September 2011 - November 2012
General Dynamics Information Technology November 2009 - August 2011
Veritude May 2006 - December 2008
Fidelity Investments February 2004 - May 2006
Fidelity Investments January 2002 - February 2004
Fidelity Investments February 2001 - January 2002
Fidelity Investments February 1999 - January 2001
TAC Worldwide March 1996 - January 1999
Skills
VMware, Data Center, SharePoint, Process Improvement, Vendor Management, ITIL, Windows Server, PMP, Virtualization, Routers, Hardware, Project Management, Microsoft SQL Server, Networking, IT Operations, Infrastructure, Storage, Program Management, Linux, VMware ESX, Enterprise Architecture, VPN, Technical Support, IT Management, Firewalls, Microsoft Exchange, Unix, Servers, Project Planning, Management, NetApp, SAN, TCP/IP, Requirements Analysis, Security, Software Documentation, Operating Systems, PMO, IT Strategy, Cloud Computing, Solaris, vSphere, Disaster Recovery, VMware Infrastructure, IT Service Management, Integration, Visio, System Deployment, WAN, Telecommunications
Education
Franciscan University of Steubenville 1982 — 1986
BS, Business Mgt and Minor Computer Science
Dassault Systemes April 2009 - Present
Fidelity Investments January 2006 - February 2009
Fidelity Investments January 2005 - January 2006
Fidelity Investments April 2001 - December 2004
Skills
Business Analysis, Business Process..., Process Improvement, Management, Risk Management
Education
Framingham State University 1994 — 1997
Bachelors, Corporate Communications
PartyLite October 2006 - Present
ERA Belsito & Associates October 2001 - July 2015
PartyLite October 2006 - August 2012
Fidelity Investments 2001 - 2002
Ogilvy & Mather 2001 - 2002
Digitas 1995 - 2001
Dana-Farber Cancer Institute January 1991 - June 1995
Skills
Process Improvement, Marketing, Marketing Strategy, Management, Social Media Marketing, Product Marketing, Program Management, Sales, New Business Development, Account Management, Strategic Planning, Training, Marketing Management, Direct Marketing, Email Marketing, CRM, Direct Sales, Leadership, Social Media, Lead Generation, Strategic Partnerships, Competitive Analysis, Marketing Communications, Cross-functional Team..., Market Planning, Consumer Products, Event Management, Strategy, Integrated Marketing, Brand Development, Brand Management, Online Marketing, Customer Insight, Advertising, Market Research, Digital Marketing, Multi-channel Marketing, E-commerce, B2B
Education
Framingham State College 1987 — 1991
Bachelor of Science (B.S.), Communications
East Longmeadow High School 1983 — 1987
Fidelity Family Office Services 2011 - Present
Fidelity Investments May 2008 - April 2011
Fidelity Investments July 2007 - May 2008
Fidelity Investments December 2005 - July 2007
Fidelity Investments December 2004 - December 2005
Churchill Management Group September 2003 - July 2004
Skills
FINRA Series 7, Securities, Bloomberg, Series 7, Mutual Funds, Series 63, Trading, Investments, Equities, FINRA, Series 24
Education
Lasell College 1992 — 1996
BS, Business Administration
Framingham State College 1992 — 1994
Nutrition
Sun Life Financial October 2013 - February 2015
Adecco Group October 2012 - October 2013
Ultimate Parking LLC. April 2010 - October 2013
Standard Parking / Ameripark November 1995 - April 2010
Fidelity Investments November 1994 - November 1995
Skills
Coaching, Personal Training, Client Relations, Fitness, Customer Service, Customer Satisfaction, Problem Analysis, Email Management, Analytic Problem Solving, Web Support, Retail, Microsoft Excel, Microsoft Office, Phone Etiquette, Vendor Management, Time Management, Sales
Education
Framingham State College 1991 — 1994
Bachelor's degree, Business Administration
Bolton High School Bolton, CT 1988 — 1991
Coursera
Fidelity Investments January 2010 - Present
Fidelity Investments February 2008 - July 2009
Fidelity Investments February 2006 - February 2008
Fidelity Investments 2004 - February 2006
Fidelity Investments 1994 - 2004
Fidelity Investments 1990 - 1994
Fidelity Investments 1987 - 1990
Education
Framingham State College 1980 — 1985
Bachelor of Arts (B.A.), Economics
Philips Healthcare November 2013 - Present
Philips Healthcare November 2014 - Present
Philips Healthcare November 2013 - November 2014
Fidelity Investments March 2010 - March 2013
Law Office of Susan B. Frankfort June 2005 - March 2010
Sigrid Olsen 1988 - 2001
Mast Industries 1986 - 1988
Skills
Powers of Attorney, Wills, Estate Planning, Trusts, Business Formation, Legal Research, Corporate Law, Civil Litigation, Courts, Financial Services, Vendor Management, Customer Service, Legal Writing, Vendor Contracts, Contract Negotiation, Risk Assessment, Operations Management, Non-disclosure..., Cost Savings Strategies, Apparel, System Integration..., UAT testing, Legal Assistance, Criminal Law, Contractual Agreements, Elder Law, Family Law, Management
Education
Massachusetts School of Law 2002 — 2005
JD, Purchasing, Procurement/Acquisitions and Contracts Management, Cum Laude
University of Massachusetts Lowell 1983 — 1985
MBA, International Finance, Marketing
Framingham State College 1981 — 1983
Bachelor of Science, Clothing and Textiles, Magma Cum Laude
Littleton High School
High School Diploma, Business Administration and Management, General
Citizens Bank June 2014 - Present
Fidelity Investments February 2013 - April 2014
Framingham State University January 2012 - December 2012
MetroWest Economic Research Center January 2011 - December 2012
Framingham State University October 2009 - December 2012
Citizens Bank June 2012 - August 2012
Skills
Customer Service, Confidentiality, Data Entry, Outlook, Time Management, Teamwork, Telephone Skills, Event Planning, Access, Critical Thinking, Higher Education, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Sales
Education
Framingham State College 2009 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Fidelity Investments June 2015 - Present
Fidelity Investments October 2007 - Present
Seniors Only Financial October 2001 - June 2005
Skills
Train the Trainer..., Corporate Training, Series 63, Mutual Funds, Investments, Series 7, 401k, FINRA, Securities, Retirement, Series 24, Financial Services, Retirement Planning, Asset Allocation, Wealth Management, Equities, Fixed Income, Fixed Annuities
Education
Framingham State University 1987 — 1991
BS, Education
Putnam Investments May 2015 - Present
Putnam Investments November 2014 - May 2015
Oxford Global Resources December 2013 - January 2014
Fidelity Investments June 2013 - August 2013
American Sales May 2010 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Strategic Planning
Education
Framingham State University
Bachelor's Degree, Business Administration and Management, General
North Reading High School
High School
Baystate Financial May 2014 - Present
Commonwealth Financial Group December 2012 - April 2014
The Guardian Life Insurance Company of America January 2007 - November 2012
Fidelity Investments June 2005 - January 2007
Skills
Retirement, Series 6, Series 63, Life Insurance, Insurance, Sales, Financial Services, 401k, Sales Presentations, Travel, Marketing, Health Insurance
Education
Framingham State College 2002 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Catholic Memorial School 1998 — 2002
Fidelity Investments January 2012 - Present
Education
Franciscan University of Steubenville 2002 — 2005
Bachelor of Science, Business Management
Millburn High School 2000 — 2002
High school diploma
Fidelity Investments January 2014 - Present
Fidelity Investments April 2011 - January 2014
Fidelity Investments September 2006 - April 2011
AAA of Southern New England March 2003 - September 2006
Ira Motor Group April 2002 - September 2004
Education
Southern New Hampshire University 2015 — 2017
Master of Business Administration (MBA)
Framingham State College 2001 — 2005
Bachelor of Arts, Sociology; Business and Society2005
Bishop Fenwick High School 1997 — 2001
Fidelity Investments May 2012 - Present
Fidelity Investments May 2015 - Present
Fidelity Investments March 2014 - May 2015
Fidelity Investments March 2011 - May 2012
Fidelity Investments September 2008 - March 2011
Skills
Microsoft Office, SQL, Business Objects, SharePoint, Business Analysis, Requirements Analysis, SDLC, Requirements Gathering, Process Improvement, Software Project..., Vendor Management, Investments, Business Intelligence, Access, Project Management, Agile Methodologies, Visio, Analysis, Databases
Education
Framingham State College 2004 — 2008
bachelors of science, Business Administration and Management, General
Framingham State University 2004 — 2008
Business Administration and Management, General
Fidelity Investments July 2012 - Present
Fidelity Investments June 2011 - July 2012
Fidelity Investments January 2005 - May 2011
Skills
Business Analysis, Requirements Gathering, SQL, Requirements Analysis, Visio
Education
Framingham State College
Bachelor of Science, Business Administration and Management, General
bigtincan May 2015 - Present
bigtincan February 2015 - May 2015
Self-Employed Professional Poker Player April 2007 - February 2015
Pella Corporation March 2006 - April 2007
Fidelity Investments 2005 - 2006
The Home Depot 2004 - 2005
The Home Depot 2002 - 2004
Skills
Sales, Leadership, Customer Service, Problem Solving, P&L Management, Sales Process, Customer Experience, Merchandising, Inventory Control, Project Management, Casino, Account Management, Cold Calling, Management, Sales Management, Sales Operations, Social Media, Salesforce.com, New Business Development, Business Development
Education
Framingham State College 2000 — 2005
Bachelor of science, Mathematics/Bussiness
C.H.Newton Builders, Inc. December 2006 - Present
C. H. Newton Builders Inc December 2006 - Present
Fidelity Investments August 1996 - December 2006
FX Messina Enterprises August 1988 - August 1996
Skills
Contract Negotiation, Real Estate, Residential Homes, Construction, Budgets, Project Management, Contract Management, Property Management, Operations Management, Consulting, Real Estate Development, Real Estate Economics, Negotiation, New Business Development, Public Speaking, Microsoft Word, Asset Managment, Real Estate Transactions, Entitlements, Retail, Asset Management, Due Diligence, Construction Management, Selling, Investment Properties, Feasibility Studies, Investors, Property, Renovation, Sales
Education
Framingham State College 1983 — 1987
Business/Managerial Economics
Northeastern University
Wentworth Institute of Technology
Liberty Mutual Insurance May 2015 - Present
Pearson May 2011 - April 2015
Advocates for Human Potential November 2010 - April 2011
Jones & Bartlett Learning September 2008 - November 2010
Framingham State University May 2007 - September 2008
Fidelity Investments January 2007 - January 2007
Fidelity Investments June 2006 - August 2006
Skills
Editing, Proofreading, Social Media, Editorial, Marketing Communications, Copywriting, Publishing, Blogging, Email Marketing, Events, Educational Materials, Marketing, Online Publishing, Publications, Content Development, Academic Publishing, Web Content, Newsletters, Content Strategy
Education
The Johns Hopkins University 2012 — 2014
Master of Arts (MA), Communications
Framingham State College 2004 — 2008
BA, Corporate Communications, Writing
Health Services Administrators May 2012 - Present
Clean Harbors September 2011 - June 2012
Fidelity Investments January 2004 - August 2011
Putnam Investments April 2000 - January 2004
Putnam Investments June 1998 - April 2000
Skills
Microsoft SQL Server, VB.NET, C#, ASP.NET, XML, WCF, Oracle, PL/SQL, Visual Studio, CSS, SOA, TFS, ETL, JavaScript, Access, Agile Methodologies, .NET, SDLC, LINQ, AJAX, Database Design, ASP, SSIS, UML, HTML, Business Analysis, VBA, Web Services, T-SQL, Silverlight, Databases, SSRS, XSLT, Software Development, Web Development, Object Oriented Design, Entity Framework
Education
Framingham State College 1988 — 1992
B.A.
Fidelity Investments August 2011 - Present
Fidelity Investments August 2003 - June 2006
Fidelity Investments May 2001 - August 2003
Fidelity Investments December 1999 - April 2001
Conley Canitano & Associates Inc. September 1998 - December 1999
Future Electronics June 1996 - August 1998
Skills
User Acceptance Testing, SDLC, Testing, Process Improvement, Vendor Management, Release Management, Business Analysis, ITIL, Management, Agile Methodologies, Software Project..., Quality Assurance, Requirements Gathering, Software Documentation, Enterprise Architecture, Project Management, MS Project, Strategy, Security, Outsourcing, PMP, Disaster Recovery, Requirements Analysis, Change Management, Business Process..., Visio
Education
Framingham State University 1992 — 1996
Bachelor of Science, Business Administration/Accounting
Staples September 2014 - September 2014
Atos June 2013 - April 2014
Genzyme sanofi June 2013 - April 2014
ikaSystems 2010 - 2012
Boston Scientific 2009 - 2010
Bose Corporation 2007 - 2009
TJX 2006 - 2007
Fidelity Investments 2006 - 2006
UMass Memorial Medical Center 2006 - 2006
UMass Memorial Medical Center 2006 - 2006
Skills
Software Documentation, Visio, Active Directory, Troubleshooting, Operating Systems, Windows, System Administration, SharePoint, Customer Service, Servers, Citrix, Business Analysis, Process Improvement, Software Installation, Testing, SDLC, Help Desk Support, Access, Oracle, Program Management, Lotus Notes, BizTalk, Storage, Cloud Storage, Architecture, Wireless Networking, Cisco VoIP, CISCO VPN, Symantec Endpoint..., Microsoft Office..., VNC, SMS, Visual Studio, Avaya, MS Project, Mac OS, Android, Remedy Software, Crystal Reports, SAP, Camtasia, Asset Management, Architectures, PGP, Microsoft Lync, Microsoft_Entourage, Microsoft Exchange, VPN, Networking, BMC Remedy
Education
Xintra School Marlborough 2003 — 2003
CCNA, Cisco Certified Network Associate
Algonquin Regional High School Northborough, Massachusetts 1993 — 1997
Dipolma, 9 to 12
Framingham State College
BA, Business Administration for Bachelors.
Massachusetts Bay Community College
BA, Business Administration
University of North Carolina at Chapel Hill
Bachelor's degree, BUSI 170 Management Accounting course, 4.0 = A = 90
Wake Technical Community College
Course to complete my Associate’s in Business Administration, Business Administration and Management, General
Blue Cross Blue Sheild February 2015 - Present
Glaxo Smith Kline (GSK) March 2014 - February 2015
ACS, a Xerox Company August 2009 - February 2015
Fidelity Investments August 2007 - August 2009
ACS (Affiliated Computer Services) October 2006 - August 2007
Skills
PeopleSoft, Access, Payroll, Human Resources, Training, Auditing, Management, Performance Management, Analysis, Lotus Notes, Tax, Process Improvement, Leadership
Education
Keller Graduate School of Management 2010 — 2012
MBA, Finance
Francis Marion University 2004 — 2006
B.A, Business Management
Louisburg Junior College 2000 — 2002
A.A, Business Administration
Fidelity Investments September 2014 - Present
Fidelity Investments January 2010 - August 2014
Fidelity Investments 2007 - April 2011
Ryan C Joubert Memorial Foundation 2006 - 2010
US Army 2000 - 2008
Fidelity Investments 2006 - 2007
Skills
Management, Process Improvement, Marketing, Financial Services, Leadership, Analysis
Education
Framingham State University 2008 — 2010
Master of Business Administration (MBA)
Westfield State University 2000 — 2004
BS, Business Management
Fidelity Investments October 2007 - Present
Adtech Systems January 2007 - October 2007
American Greetings October 2003 - February 2007
Skills
Process Improvement, Business Analysis, Change Management, Customer Service, Financial Services, Service Delivery, Vendor Management, Incident Management, Relationship Management, Call Center, Sla, Problem Management, Service Management, Transition Management, Project Delivery, Series 6, Series 63, Series 26, Series 7
Education
Framingham State College 2002 — 2006
Bachelor of Science (BS), Business Administration
EMC 2011 - May 2014
EMC 2009 - 2011
Fidelity Investments 2008 - 2009
EMC 2005 - 2007
EMC 2003 - 2005
Diligent Technologies, an IBM company 2002 - 2003
EMC 2000 - 2001
Skills
Contract..., Management, Integration, Enterprise Software, Program Management, Pre-sales, SharePoint, Cloud Computing, Business Analysis, Disaster Recovery, Microsoft Office, Storage, SaaS, Salesforce.com, Training, Professional Services, Six Sigma, Marketing, Sales, ITIL, Vendor Management, Data Center, Virtualization, SAP, Requirements Analysis, IT Service Management, Cross-functional Team..., Process Improvement, Project Management, VMware, Solution Architecture, Analysis, Storage Area Networks, SAN, Customer Service, Human Resources
Education
Framingham State College 1985 — 1989
BridgePoint Group, LLC August 2014 - Present
Prudential Financial April 2008 - May 2014
Prudential Financial January 2009 - June 2010
Prudential Financial March 2006 - April 2008
Fidelity Investments January 2005 - March 2006
Fidelity Investments November 2003 - January 2005
Fidelity Investments May 2002 - November 2003
Fidelity Investments October 2000 - January 2002
Healthcare Administrative Partners August 1998 - October 2000
Skills
Process Improvement, Management, Financial Services, Employee Benefits, Relationship Management, Pensions, Business Analysis, Project Management, Retirement, Retirement Planning, Defined Benefit, Operations Management, Leadership, Six Sigma, 401k, Vendor Management, Risk Management, Call Centers, Change Management, Data Analysis, Business Requirements, Business Strategy, Organizational..., Capacity Planning, Management Consulting, Matrix Management, Forecasting, Continuous Improvement, Operational Excellence, CRM, Program Management, Analysis, Strategy, Tableau, KPI Dashboards, 403b, 457, Business Process..., Performance Management, SDLC, Business Planning, Financial Analysis, Cross-functional Team..., Customer Service
Education
Framingham State College 1996 — 2000
BA, Business
Nichols College 1995 — 1996
BA, Business
Siemens Industry US July 2013 - Present
Siemens December 2006 - Present
Bank of America January 2006 - December 2006
Fidelity Investments March 2001 - December 2005
Skills
Strategic Financial..., Relationship Marketing, Relationship Management, Marketing Strategy, Marketing Communications, Marketing, Marketing Management, Cross-functional Team..., Channel Partners, Program Management, Customer Service, Strategic Planning, Product Marketing, New Business Development, Team Leadership, Competitive Analysis, Sales, Account Management, Strategic Communications, Management, Multi-channel Marketing
Education
University of Massachusetts at Amherst 1996 — 2000
Bachelor of Science (B.S.), Pre-Law Studies
Framingham State College 1995 — 1996
XTRAC Solutions July 2013 - Present
Fidelity Investments June 2012 - July 2013
Fidelity Investments September 2010 - June 2012
Veritude / Fidelity Investments September 2008 - September 2010
TopCoder, Inc. January 2006 - May 2008
TDB Consulting, LLC. January 2005 - January 2006
Trusco Capital Management January 2002 - January 2005
Skills
Agile Methodologies, Agile Project Management, Financial Services, Management, Project Management, SDLC, Software Project..., Strategy, Vendor Management, Business Analysis, Consulting, Product Management, Software Development, Requirements Analysis, Leadership
Education
University of South Carolina - Darla Moore School of Business 1999 — 2001
MBA, Business
University of South Carolina-Columbia 1999 — 2001
MBA
Francis Marion University 1994 — 1998
BBA, Finance & Economics
Fidelity Investments November 2011 - Present
PS Partner Solutions / AllSourcePPS August 2011 - November 2012
Fidelity Investments July 2009 - October 2010
Fidelity Investments January 2006 - July 2009
Fidelity Investments October 2003 - January 2006
Fidelity Investments July 1999 - October 2003
Allmerica Financial January 1995 - July 1999
Lumber Insurance 1992 - 1995
Skills
IT Operations, Vendor Management, PMP, Program Management, SDLC, Business Analysis, Project Portfolio..., IT Strategy, PMO, Process Improvement, Change Management, Software Project..., ITIL, Requirements Analysis, Financial Services, Disaster Recovery, Data Center, Requirements Gathering, MS Project, Integration, SharePoint, Project Management, IT Management, Project Planning, Enterprise Software
Education
Framingham State University 1993 — 1995
MA, Business Administration
Suffolk University 1989 — 1993
BA, Economics
Marshfield High School 1972 — 1975
Fidelity Investments 2008 - Present
Fidelity August 2005 - May 2008
State Street 2003 - 2005
Bicknell Distributors 1989 - 1996
Skills
Equities, Financial Services, Fixed Income, Mutual Funds
Education
Framingham State University 1991 — 1995
Northeast Utilities (Operating comp incl CL&P, NSTAR, PSNH, WMECO,Yankee Gas) July 2013 - November 2013
Valassis January 2007 - April 2013
Mortgage Lenders Network October 2006 - January 2007
ST.PAUL TRAVELERS January 2005 - October 2006
Softscape March 2003 - September 2003
Fidelity Investments January 1998 - November 1999
Bank of New York Mellon July 1997 - December 1997
Prudential Insurance July 1996 - July 1997
SPRINT CORPORATION July 1994 - May 1996
Skills
System Testing, Requirements Analysis, Testing, Quality Assurance, Business Analysis, Requirement..., Requirements Gathering, QA Lead, DB2, User Acceptance Testing, Business Requirements, Business Intelligence, Program Management, Software Documentation, CRM
Education
Framingham State University
Moscow Motor Engineering Institute
M.S, Engineering; Electro-Mechanical Engineering/Computer Science
Richland College
Fidelity Investments February 2014 - Present
Fidelity Investments November 2009 - October 2012
Fidelity Investments January 2008 - November 2009
Fidelity Investments 2007 - 2007
Fidelity Investments 2006 - 2007
Education
Framingham State University 2001 — 2005
Coyle Cassidy
State Street January 2012 - Present
Fidelity Investments April 2007 - April 2012
Fidelity Investments April 2006 - April 2007
Fidelity Investments May 2002 - March 2006
Commerce.TV Corporation August 1999 - May 2002
GTE Internetworking (BBN Technologies) 1998 - 1999
Open Development Corporation / Glenayre June 1996 - December 1998
Skills
Process Improvement, Quality Assurance, Program Management, Team Building, Continuous Improvement, Certified Lean Six..., International Teams, Release Management, System Deployment, Six Sigma, Value Stream Mapping, Lean Manufacturing, Lean Thinking, Lean Management, SPC, 5S, DMAIC, Kanban, Voice of the Customer, FMEA, Employee Training, A3, QFD, COPQ, Gemba Kaizen, Control Charts
Education
University of Massachusetts, Amherst 1986 — 1991
BS/BA, Industrial Engineering/Operations Research, Economics
Villanova University 2009 — 2010
Masters Certificate, Lean Six Sigma Black Belt
Framingham State College
Masters, Business Administration
Fidelity Investments August 2006 - Present
Fidelity Investments November 2004 - August 2006
Fidelity Investments August 2004 - November 2004
Qualex/ Kodak January 1999 - January 2003
Skills
Analyst, Bilingual-Spanish, Project Delivery, Project Implementation
Education
Framingham State University 1998 — 2003
Bachelor of Science, Computer Science
Citigroup 2005 - Present
Citigoup 2000 - 2005
Bank of America 1997 - 2000
Fidelity Investments 1996 - 1997
Budget Rent a Car 1995 - 1996
Skills
Forecasting, Pricing, Investments, Analysis, Financial Modeling, Expense Management, Strategic Financial..., Financial Analysis, Corporate Finance, Financial Reporting, Capital Budgeting
Education
Francis Marion University
BBA, Finance / Accounting
Fidelity Investments August 2007 - Present
Fidelity Investments January 2007 - September 2007
ESS September 2005 - January 2007
Fidelity Investments September 2004 - September 2005
Education
Framingham State College 2000 — 2004
B.S, Marketing and Communication
Wells Fargo Bank July 2010 - Present
Fidelity Investments 2007 - July 2010
Wachovia Bank 2005 - 2007
Fidelity Investments 2003 - 2005
Fidelity Investments 2002 - 2003
Fidelity Investments 1999 - 2002
Fidelity Investments 1998 - 1999
Skills
PMP, PMO, SDLC, Project Portfolio..., Vendor Management, Resource Management, Software Project..., Requirements Gathering, Process Improvement, Business Analysis, Program Management, Waterfall, Visio, Requirements Analysis, Project Delivery, MS Project, Agile Methodologies, Integration, Cross-functional Team..., Project Management, SharePoint, Management, CRM, Business Process..., Microsoft Project
Education
University of Phoenix 2008 — 2011
MBA, Business Administration and Management, General, 3.8
Framingham State College 2000 — 2004
BA, Economics
Massachusetts Bay Community College
AA
EMPOWER Retirement March 2015 - Present
TIAA-CREF September 2013 - March 2015
Fidelity Investments November 1996 - April 2013
Delphax Systems 1991 - 1996
Skills
Financial Services, Mutual Funds, Relationship Management, Direct Marketing, Series 63, Marketing Communications, Marketing Strategy, Product Management, Competitive Analysis, Strategy, Retirement, Cross-functional Team..., Marketing, Investments
Education
Framingham State College
Bachelor of Applied Science (B.A.Sc.), Political Science and Economics
Fidelity Investments June 2008 - Present
Fidelity Investments August 2006 - June 2008
Fidelity Investments January 2005 - August 2006
Fidelity Investments February 2000 - January 2005
Fidelity Investments April 1997 - February 2000
BankBoston June 1995 - April 1997
BankBoston June 1993 - June 1995
Skills
Requirements Gathering, Program Management, Change Management, Mutual Funds, Financial Services, Defined Benefit, Vendor Management, Mergers, Visio, Pensions, Business Analysis, Databases, 401k, Defined Contribution, SDLC, Process Improvement, Risk Management, Project Management
Education
Framingham State University 1994 — 1998
MBA, Business
Westfield State University 1986 — 1990
Wordsmith Pros March 2007 - Present
Fidelity Investments 2000 - 2006
Education
Framingham State University 1990 — 1995
Bachelors, Psychology
Lamson & Goodnow April 2015 - Present
Westfield Foundation for Education November 2013 - Present
Noble Visiting Nurse and Hospice February 2013 - Present
Self Employed October 2002 - Present
CIGNA Healthcare May 2000 - October 2002
Fidelity Investments October 1996 - May 2000
Nestle Waters June 1994 - September 1996
Mediplex December 1991 - June 1994
Skills
HR Consulting, Recruiting, Employee Benefits, Human Resources, Talent Management, Coaching, Team Building
Education
Framingham State University
MA, HR Administration
University of Massachusetts, Amherst 1987 — 1991
BA, Psychology/History
Fidelity Investments November 2012 - Present
Thomson Reuters July 2013 - December 2013
Various Contract Positions November 2008 - November 2012
Russell Reynolds Associates 2007 - 2008
Wellington Management 2002 - 2006
State Street Research & Management Co 1990 - 2002
Skills
Human Resources, PeopleSoft, Sourcing, Microsoft Word, Investment..., PowerPoint, Vendor Management, Recruiting, Outlook, Microsoft Excel, Process Improvement
Education
Framingham State College
Bachelor of Science (BS)
Coldwell Banker Residential Brokerage February 2011 - Present
ZipRealty May 2009 - January 2011
PMFM, Inc February 2002 - June 2008
Fidelity Investments October 1992 - December 2001
Skills
First Time Home Buyers, Buyer Representation, Relocation, Real Estate, Sellers, Condos, Short Sales, Foreclosures, Referrals, Buyers, Investment Properties, Investors, Listings, REO, Real Estate Transactions, Single Family Homes, Seniors, New Home Sales
Education
Framingham State University 1979 — 1983
BA, Economics
Annaly Capital Management April 2013 - Present
Annaly Capital Management September 2011 - Present
Intesa Sanpaolo (NY Branch) February 2011 - August 2011
OneBeacon Insurance January 2008 - January 2011
Fidelity Investments April 2006 - January 2008
Sun Life Financial January 2003 - April 2006
Skills
CISA, Internal Audit, SOX 404, Risk Management, Compliance, Accounting, Financial Services, Market Risk, Sarbanes-Oxley, Risk Assessment, Banking, Auditing, Sarbanes-Oxley Act, AML, Analysis, Management, Cash Management
Education
Suffolk University - Sawyer Business School 2004 — 2010
MBA, MBA - Concentration Accounting
Framingham State University 1999 — 2003
Business Administration
Fidelity Investments September 2001 - Present
Fidelity Investments July 2000 - September 2001
Fidelity Investments June 1999 - July 2000
Yankee Candle Company May 1993 - May 1999
Metrowest Bank June 1998 - September 1998
Education
Framingham State University 1995 — 1999
Bachelor of Science, Business
Pittsfield High School 1992 — 1995
TJX June 2010 - Present
Fidelity Investments October 2008 - June 2010
Ameresco June 2007 - August 2007
Skills
Employee Benefits, Excel, Word, PowerPoint, Team Leadership, Organizational..., Microsoft Excel, Management, Training, Retail, Customer Service, Project Planning
Education
Framingham State University 2005 — 2008
Bachelors, Business Administration
Sacred Heart University 2004 — 2005
State Street Global Markets January 2010 - Present
Fidelity Investments March 2002 - January 2010
Skills
Process Improvement, Training, Change Management, Testing, Management
Education
Framingham State University 1996 — 2000
BA, Business Administration
Milford High
Milford High
Fidelity Investments November 2010 - Present
Fidelity Investments May 2007 - November 2010
Fidelity Investments October 2005 - April 2007
Fidelity Investments June 2004 - October 2005
Fidelity Investments May 1999 - June 2004
Skills
Product Management, User Experience, Product Development, Benefit Plan..., Process Improvement, Operations Management
Education
Framingham State University 1996 — 2000
Bachelors or Science, Business Administration
TIAA-CREF May 2007 - January 2011
Fidelity Investments June 2003 - March 2007
Putnam Investments June 1999 - March 2003
Putnam Investments October 1997 - June 1999
Putnam Investments January 1997 - October 1997
Putnam Investments May 1994 - December 1996
Skills
Wealth Management, Financial Planning, Retirement Income..., Global Investment..., Asset Allocation, Equities, Mutual Funds, Series 7, Series 66, Life & Health Insurance..., Variable Annuities, New Business Development
Education
Framingham State College 1988 — 1993
Bachelor of Arts (B.A.), Major: Economics - Minor: Psychology
Framingham State University 1988 — 1993
Bachelor of Arts (BA), Economics
Merrill Lynch/Bank of America June 1991 - Present
Fidelity Investments May 1984 - May 1991
Education
Framingham State University 1978 — 1983
B.A, Spanish, Economics
Framingham State University 1978 — 1983
B.A, Spanish, Economics
Amedisys February 2011 - March 2011
U.S. Senator Kelly Ayotte January 2011 - January 2011
US Military Reserve January 2003 - December 2010
Army National Guard January 2002 - December 2010
Akamai Technologies September 2010 - November 2010
RNK Communications April 2008 - August 2010
Fidelity Investments July 2007 - October 2007
Lahey Clinic May 2007 - June 2007
Corporate Staples June 2001 - July 2003
Skills
Technical Support, Network Administration
Education
University of Phoenix 2005 — 2008
Master of Science (MS), Management Information Systems, General
Framingham State University 1994 — 2000
Bachelor of Science (BS), Computer Science
Amica Mutual Insurance Co. December 2012 - Present
TEK Systems (Amica Insurance) January 2011 - Present
Fidelity Investments July 2003 - October 2010
Fidelity Investments May 2000 - July 2003
Fidelity Investments September 1999 - May 2000
Geac July 1998 - September 1999
Geac March 1996 - July 1998
Dun & Bradstreet Software September 1992 - March 1996
McCormack & Dodge August 1989 - September 1992
Skills
JCL, VSAM, DB2, CICS, COBOL, IBM Mainframe, Software Documentation, SQL, Business Intelligence, Oracle, Mainframe, SDLC, Requirements Analysis, Databases, Unix, Testing, Integration, ETL, Quality Assurance, z/OS, TSO, MVS, ISPF, Systems Analysis, SPUFI, Syncsort, Program Management, Endeavor, Fileaid
Education
Framingham State University 1989 — 1994
Bachelor of Arts, Economics Major, Business Minor
Fidelity Investments Retirement Investment Services Supervisor PrincipalFidelity InvestmentsDecember 2007 - December 2010
Education
Framingham State University 2001 — 2005
BS, Business Administration
Wellington Management August 2013 - Present
Wellington Management March 2012 - August 2013
J.P. Morgan January 2008 - March 2012
Fidelity Investments April 2006 - December 2007
Fidelity Investments May 2005 - April 2006
State Street July 1999 - May 2005
Skills
Fund Administration, Financial Reporting, Bloomberg, Mutual Funds, Accounting, Fixed Income, Financial Services, Fund Accounting, Asset Management, Derivatives, Equities, Hedge Funds, Corporate Actions, Investments, Securities, Alternative Investments, Valuation, Portfolio Management, Capital Markets, Cash Management, Private Equity, Investment Management, Financial Risk, Global Custody, Risk Management
Education
Framingham State University 1995 — 1999
bs, Business Administration
LL Bean October 2007 - Present
Putnam Investments September 1993 - July 1999
Fidelity Investments 1992 - 1993
Education
Framingham State College
BA, Arts
Express Scripts March 2009 - Present
Fidelity Investments 2007 - 2009
Ceridian 2003 - 2007
PFPC 1999 - 2003
Atlas Distributing, Inc. 1996 - 1998
Education
Framingham State College 1991 — 1995
BS, Consumer Economics
Homes for our Troops May 2014 - Present
Homes for our Troops April 2013 - Present
Currently Seeking New Position August 2011 - April 2013
HMEA, Inc. November 2008 - August 2011
Hawk Marketing Group March 2008 - November 2008
Adecco / State Street Bank & Trust July 2002 - July 2003
Fidelity Investments February 1994 - August 2001
Skills
Event Planning, Customer Service, Microsoft Office, Research, Microsoft Word, Fundraising, Event Management, PowerPoint, Non-profits, Microsoft Excel, Volunteer Management, Social Media, Public Speaking, Benefits Administration, Outlook, Nonprofits, Data Entry, Management, Editing, Community Outreach
Education
Framingham State College 1988 — 1993
BA, Consumer & Family Studies
Boston Latin Academy 1982 — 1988
Seeking writing/editing opportunities in New England area September 2011 - Present
Brown University July 2009 - January 2010
Fidelity Investments December 1998 - October 2002
Skills
Philanthropy, Non-profit Development, Grant Writing, Early Childhood...
Education
Rhode Island College 2007 — 2009
Children's Literature
Framingham State College 1983 — 1985
Literature Degree Program, Creative Writing, Children's Literature
Mildred H. Aitken Elementary School August 2014 - Present
Dr. Earl F. Calcutt Middle School August 2013 - August 2014
Lincoln Public Library February 2013 - October 2013
Lincoln Public Library March 2012 - October 2013
Fidelity Investments 1996 - 1999
Trans National Communications 1993 - 1996
David R. Godine, Publisher 1993 - 1993
Skills
Collection Development, Information Literacy, Library, Library Science, Millenium Database, Library Instruction, Cataloging, Electronic Resources, Virtual Reference, Academic Libraries, Library Research, Librarians, Circulation, Library Reference, Library Management, Research, Instructional Technology
Education
University of Rhode Island 2008 — 2013
Master of Library & Information Science (MLIS), Library and Information Science
Framingham State College 1988 — 1993
Bachelor of Arts (BA), English Language and Literature/Letters
Richmond, The American International University in London 1991 — 1991
Study abroad program
Phillips Academy 1999 - 2003
Fidelity Investments 1998 - 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation
Education
Salve Regina University 1994 — 1998
Bachelor of Science (B.S.), Social Work
Framingham State College
Fresenius Medical Care August 2014 - Present
Fresenius Medical Care North America May 2005 - August 2014
Partners Healthcare PCHI December 2002 - June 2004
Benetemps January 2002 - December 2002
Fidelity Investments June 1998 - January 2002
Damon Corporation 1979 - 1989
Skills
Time management and..., Onboarding, Benefits Administration, Healthcare, Microsoft Office, HRIS, Human Resources, Employee Benefits, Customer Service, PeopleSoft, Management
Education
Framingham State College 1977 — 1979
Psychology
Massachusetts Bay Community College 1975 — 1977
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Fidelity Investments February 2013 - Present
Fidelity Investments May 2007 - February 2013
Skills
Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook
Education
Framingham State College
Bachelor of Science (BS), Sociology
Mercer February 2012 - Present
Mercer March 2008 - February 2012
John Hancock Financial Services March 2005 - December 2005
Fidelity Investments January 2001 - November 2004
Skills
Series 7, Series 63, HIPAA, Process Improvement, Training, Human Resources, Microsoft Office
Education
Framingham State College
Bachelor of Science (B.S.), Business Administration. concentration in Accounting
Berry Insurance Agency, Inc. 2006 - Present
Fidelity Investments 1988 - 2005
Education
Framingham State College
Bachelor's degree, Psychology
Fidelity Investments December 1999 - Present
Education
Framingham State College