Fidelity Investments

Industry: Financial services company

Description

Fidelity 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
Subbakaran Singh, PMP, MBA, ITIL, CSM Subbakaran Singh, PMP, MBA, ITIL, CSM Greater Boston Area Details
Subbakaran Singh, PMP, MBA, ITIL, CSM's Fidelity Investments Experience January 2012 - Present
Job Director, SE Development Management / Head of Development, QA and Systems Services & Support at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   January 2012 - Present
HR Access Solutions, Fidelity Investments   October 2009 - January 2012
Fidelity Investments   August 2007 - October 2009
PMI NH Chapter   March 2007 - September 2009
Deloitte Consulting  January 1997 - July 2007
Multiple Companies in India   October 1993 - December 1996

Skills
Program Management, Agile Project Management, Change Management, PMO, Project Planning, Project Portfolio..., Business Process..., Requirements Gathering, Architecture, KPI, Risk, PMP, SDLC, Agile, Release Management, Waterfall, Scrum, Business Requirements, Web Project Management, Cross-functional Team..., Software Development, Risk Management, Software Project..., Outsourcing, MS Project, Agile Methodologies, Software Documentation, Integration, Business Process Mapping, Management, Project Management, Management Consulting, Project Delivery, IT Strategy, Leadership, Team Management, Strategic Leadership, Organizational..., Technical Leadership, Exceptional People..., Information Technology, Mobile Technology, Technology Management, Quality Assurance, Process Improvement, Testing, Resource Management, Requirements Analysis, Vendor Management, Strategy

Education
Franklin Pierce College   2002 — 2004
MBA, Leadership

Aeronautical Society of India, Indian University   1989 — 1994
Bachelors of Engineering (B.E.), Aeronautics - Specialiazed in Aerodynamics

A.M. Jain College, India   1993 — 1993
PGDCA, Computer Applications

Pamela Lloyd Pamela Lloyd Orlando, Florida Area Details
Pamela Lloyd's Fidelity Investments Experience 2003 - 2004
Job Sr. IT Project Manager at Abbott Laboratories
Industry Pharmaceuticals
Experience
Abbott Laboratories  December 2007 - Present
Abbott Nutrition  October 2004 - December 2007
US Air Force Reserve  May 2001 - May 2007
Fidelity Investments   2003 - 2004
ebank  May 2002 - April 2003
Qwest Communications  November 1999 - March 2002
Air National Guard  June 1990 - May 1996

Skills
Project Management, Process Improvement, Visio, Vendor Management, SDLC, Software Documentation, Cross-functional Team..., Troubleshooting, SharePoint, Business Analysis, IT Strategy, Enterprise Architecture, System Administration, Quality Assurance, Active Directory, Business Intelligence, Management, Disaster Recovery, Information Technology, Business Process, Databases, IT Management, Analysis, Oracle, Software Development, Strategy, ITIL, PMP, Project Portfolio..., Data Center, Program Management, PMO, MS Project, Infrastructure, Requirements Analysis, IT Operations, Integration, Security, ERP, Software Project..., Business Process..., Leadership

Education
The Ohio State University
Bachelor’s Degree, Broadcast Journalism

Franklin University
Master of Business Administration (M.B.A.), Strategic Human Resource Management

Luyang Zhang Luyang Zhang San Francisco Bay Area Details
Luyang Zhang's Fidelity Investments Experience July 2013 - June 2014
Job Software Engineer at Facebook
Industry Computer Software
Experience
Facebook  June 2015 - Present
Fidelity Investments   July 2013 - June 2014
Worcester Polytechnic Institute  September 2012 - May 2013
Merrill Lynch  October 2012 - December 2012
CrunchTime! Information Systems  August 2012 - October 2012
Harvard Management Company  May 2012 - August 2012

Skills
Java, C++, C#, Python, JavaScript, SQL, ASP.NET, MyBatis, HTML 5, JUnit

Education
Yale University   2014 — 2015
Master's Degree, Computer Science

Worcester Polytechnic Institute   2010 — 2013
Bachelor of Science, Computer Science, 3.90

Worcester Polytechnic Institute   2010 — 2013
Bachelor of Science, Mathematical Sciences, 3.90

Fudan University   2009 — 2010
Bachelor's degree (Not Finished), Mathematics

Shanghai High School   2006 — 2009
High School

Jacob Everett, M.S. Jacob Everett, M.S. Smyrna, Georgia Details
Jacob Everett, M.S.'s Fidelity Investments Experience October 2005 - November 2006
Job Producer at Cartoon Network Game Studios
Industry Computer Games
Experience
Cartoon Network Games Studio   June 2013 - Present
Full Sail University  October 2012 - Present
Trendy Entertainment LLC  January 2013 - June 2013
Activision  March 2011 - November 2012
Megatech Ultra Corp   July 2010 - November 2010
Reynolds & Reynolds  May 2007 - October 2009
JJ and Associates   November 2006 - February 2007
Fidelity Investments   October 2005 - November 2006

Skills
Game Design, Game Development, Video Games, Xbox 360, Team Leadership, PS3, Project Management, Wii, MS Project, Social Games, Visio, Computer Games, Game Mechanics, PowerPoint, Software Project..., Microsoft Office, Multiplayer, Video Game Design, Seapine Test Track Pro, Console, Unreal Engine 3, Video Game Development, Multitasker, DevTrack, Mobile Games, Quality Assurance, Interactive..., Video Game Production, Cross-functional Team..., Creative Problem Solving, Awesomeness, Lua, Unity3D, Creative Development, Vendor Relations, Vendor Management, MS Office Suite, Xbox, Perforce, Test Track Pro, Adobe, iOS Development, Android Development

Education
Full Sail University   2009 — 2010
Master of Science, Game Design (production track)

Worcester State University   2000 — 2004
Bachelor, Comunications

Mahar Regional   1995 — 1999
High school diploma

Bethany Huff Bethany Huff Fort Worth, Texas Details
Bethany Huff's Fidelity Investments Experience November 2001 - June 2003
Job Leadership Consulting
Industry Management Consulting
Experience
Self Employed  May 2012 - Present
Franklin Pierce University  March 2010 - May 2011
VALIC  April 2006 - March 2009
Elm Chiropractic Center   July 2003 - April 2006
Fidelity Investments   November 2001 - June 2003
Fidelity Investments   July 1997 - November 2001

Skills
Business Analysis, Performance Management, Inter-personal, Human Resources, Organizational..., Organizational Design, Organizational Structure, Business Strategy, Business Process..., Instructor-led Training, Leadership Development, Executive Coaching

Education
Regent University   2012 — 2015
PhD, Organizational Leadership

Franklin Pierce College   2009 — 2011
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General

LeTourneau University   1998 — 2000
Bachelor of Business Management (BBM), Business Administration and Management, General, Summa Cum Laude

Eric Kaltenbach Eric Kaltenbach Denver, Colorado Details
Eric Kaltenbach's Fidelity Investments Experience August 2015 - Present
Job Investment Solutions Representative
Industry Financial Services
Experience
Fidelity Investments   August 2015 - Present
Fidelity Investments   November 2014 - Present
Janus Capital Group  August 2014 - October 2014

Education
Metropolitan State University of Denver   2012 — 2013
Bachelor's Degree, Management

Front Range Community College

Stephen Rios Stephen Rios Dallas/Fort Worth Area Details
Stephen Rios's Fidelity Investments Experience December 2012 - February 2013
Job Web Developer & UI/UX Specialist
Industry Internet
Experience
Avaya  December 2012 - Present
World Ventures  May 2013 - November 2013
Fossil  October 2012 - March 2013
Fidelity Investments   December 2012 - February 2013
DealerTrack  September 2011 - September 2012

Skills
Web Project Management, Web Applications, Web Development, AngularJS, jQuery, JavaScript, Node.js, Grunt for Node.js, BowerJS, AJAX, OOP, PHP, HTML 4/5, CSS, SCSS/SASS, User Interface, Usability, Web Standards, Web Design, Graphic Design, Human Computer..., XML, MySQL, ActionScript, Dreamweaver, Flash Builder, Typography, SQLite

Education
Full Sail University   2008 — 2010
Web Design and Development Bachelor of Science, Human-Computer Interaction, Client/Server-Side Scripting, Advanced Database Schemes

Full Sail University   2006 — 2008
Digital Arts and Design Bachelor of Science, Branding, Graphic Arts, Motion Graphics, Iconography, Typography, 3D Design, Web Design

Steven Aiken Steven Aiken Meredith, New Hampshire Details
Steven Aiken's Fidelity Investments Experience 2000 - 2004
Job Financial Advisor at Infinex Financial Group
Industry Financial Services
Experience
Registered Representative-Infinex Financial Group   April 2014 - Present
MVSB Investment Services   2009 - Present
TD  2004 - 2009
Fidelity Investments   2000 - 2004

Skills
Equities, Investments, Financial Analysis, Wealth Management, Portfolio Management, Retirement Planning, Investment Advisory

Education
Franklin Pierce University   1995 — 1998
Bachelor's Degree, Finance and Financial Management Services

New Hampshire Technical Institute   1990 — 1993
Associate of Science (A.S.) Business, Finance, General

Johnathan Spence Johnathan Spence Greater Boston Area Details
Johnathan Spence's Fidelity Investments Experience May 2011 - November 2012
Job Technical Project Manager at Monster
Industry Information Technology and Services
Experience
Monster  May 2015 - Present
Measured Progress  May 2014 - May 2015
IBM Smarter Workforce  November 2012 - April 2014
Fidelity Investments   May 2011 - November 2012
Autism Services Assoc   May 2010 - April 2011
AmeriCorps State   September 2009 - May 2010
Franklin Pierce University  September 2005 - May 2009

Skills
Microsoft Office, Research, Customer Service, Leadership, Project Management, Social Media, Editing, Social Networking, Training, PowerPoint, Relationship Management, Higher Education, SPSS, Management, Program Evaluation, Compensation & Benefits..., HRIS, Process Improvement, Change Management, SaaS, Agile Project Management, Scrum, User Experience, LAMP, Business Continuity, Enterprise Content..., Non-Functional..., Continuous Integration, Six Sigma, RESTful WebServices, SOAP, Full SDLC, Metadata Management, Drupal, Database Administration, SharePoint, JIRA, WebEx, Business Analysis, Product Management, Professional Services, Business Intelligence, Enterprise Software, Account Management, Program Management, Portfolio Management, Throughput, SEO, Salesforce.com, Public Speaking

Education
Southern New Hampshire University   2013 — 2017
Master of Business Administration (MBA), Business Administration and Management, General

University of Massachusetts Boston   2009 — 2014
Master of Arts (MA), Applied Sociology; Social Policy Analysis & Social Psychiatry

Franklin Pierce University   2005 — 2009
Bachelor of Arts (BA), American Cultural Studies

Franklin Pierce University   2005 — 2009
Bachelor of Arts (BA), Sociology

Suncoast Community High School

Burton Keener Burton Keener Raleigh-Durham, North Carolina Area Details
Burton Keener's Fidelity Investments Experience September 2012 - Present
Job Senior Manager, Software Engineering Development at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   September 2012 - Present
BB&T  May 2011 - April 2012
Credit Suisse  May 2005 - March 2010
RTI International  2004 - 2005
Progress Energy  2000 - 2004
OCLC  1996 - 2000
OCLC  1993 - 1996
OCLC  1991 - 1993

Skills
Management, Project Management, Change Management, SDLC, Business Analysis, IT Management, Agile Methodologies, Technical Staff..., Agile Development..., Business Process..., Vendor Management, Requirements Gathering, Budget Process, IT Service Management, MBA, Product Management, Scrum

Education
Balamand University
Master's Degree, Applied Orthodox Theology

Franklin University
MBA, Business Management

Franklin University
BS, Human Resource Management

Franklin University
BS, Business Management

Teah Watson Teah Watson Raleigh-Durham, North Carolina Area Details
Teah Watson's Fidelity Investments Experience September 2013 - Present
Job Financial Associate
Industry Higher Education
Experience
Fidelity Investments   September 2013 - Present
Summit Hospitality Group Ltd  June 2013 - October 2013
North Carolina State University  August 2009 - May 2013
Carolina Theatre of Durham  October 2008 - June 2010
Osceola Recording Studios   February 2009 - July 2009

Skills
Research, Time Management, Teamwork, Staff Development, Student Development, Customer Service, Leadership, Social Media Marketing, Photoshop, Editing, Higher Education, Nonprofits, Social Networking

Education
North Carolina State University - College of Management   2009 — 2013
Bachelor of Science (B.S.), Business Administration, with a concentration in Finance

Full Sail University   2007 — 2008
A.S., Recording Arts

Riverside High School   2003 — 2007
Diploma, College Prep

Carmen Manwaring, PMP Carmen Manwaring, PMP Dallas/Fort Worth Area Details
Carmen Manwaring, PMP's Fidelity Investments Experience November 2011 - March 2012
Job Project Manager at AIG Global Services Inc.
Industry Information Technology and Services
Experience
Fidelity Investments   November 2011 - March 2012
Tek Systems on contract at Bell Helicopter   November 2007 - October 2011
Citi Assurance Services (subsidiary of Citigroup)   April 2001 - September 2007
Spherion  February 1997 - March 2001

Skills
Coaching, Business Analysis, Business Process..., Change Control, Change Management, Mentoring, Quality Center, Requirements Gathering, Risk Mitigation, Technical Training, Training & Development, Problem Solving, Project Execution, Project Implementation, Usability Testing, Vendor Relations, Primavera P6, MS Project, Microsoft Office 2007, SAP R/3, SharePoint, Earned Value Management, Aerospace & Defense..., PMO Services, Accounts Receivable, Accounts Payable, Waterfall Methodology, SDLC, Business Liaison with..., Banking, Financial Reporting, Requirements Analysis, Windows 7, Office Management, Outlook, Microsoft Excel, Customer Satisfaction, Quality Management, Microsoft Office 2003, Cross-functional Team..., Software Documentation, Test Planning, Coordination, Disaster Recovery, Governance, Internet, Information Technology, VPN, PC, LAN-WAN

Education
Northwood University   1994 — 1996
BS

Manchester Community College   1992 — 1993
None

Frederick Community College   1981 — 1982
Associates

Northampton Community College   1979 — 1980
None

David LaMay, CFP®, CLTC David LaMay, CFP®, CLTC New London/Norwich, Connecticut Area Details
David LaMay, CFP®, CLTC's Fidelity Investments Experience October 1999 - March 2010
Job
Industry Financial Services
Experience
Essex Financial Services, Inc.   March 2010 - Present
ALBERTUS MAGNUS COLLEGE  August 2009 - Present
MHN GOVERNMENT SERVICES  January 2008 - September 2013
FIDELITY INVESTMENTS   October 1999 - March 2010
ESPN  March 1985 - May 2003
Aetna Financial Services  October 1995 - July 1999
Shawmut Investment Advisors / MDS Bankmark   April 1994 - October 1995
Merrill Lynch  October 1991 - April 1994

Skills
Financial Planning, Investments, Insurance, Retirement Planning, Long Term Care Planning

Education
The University of Connecticut School of Business   1995 — 1999
MBA, Marketing

Franklin Pierce University   1990 — 1991
BS, Financial Management

Middlesex Community College   1982 — 1985
AS, Cable Telecommunications

Renee Bailey Renee Bailey Greater Boston Area Details
Renee Bailey's Fidelity Investments Experience March 2005 - March 2006
Job Client Account Executive at ADP
Industry Accounting
Experience
ADP  May 2015 - Present
ADP  October 2007 - April 2015
ADP  December 2002 - October 2007
Fidelity Investments   March 2005 - March 2006
ADP  August 1999 - March 2002

Skills
ADP Payroll, HRIS, Payroll, Leadership, Employee Benefits, Benefits Administration, Onboarding, PeopleSoft

Education
Franklin Pierce University
Bachelors, Business Management

Beth Ellis Beth Ellis Dallas/Fort Worth Area Details
Beth Ellis's Fidelity Investments Experience July 2015 - Present
Job Senior Manager Cash & Banking Operations
Industry Financial Services
Experience
Fidelity Investments   July 2015 - Present
Fidelity Investments   September 2014 - July 2015
Fidelity Investments   July 2012 - September 2014
Fidelity Investments   October 2011 - July 2012
Fidelity Investments   September 2010 - October 2011
Fidelity Investments   May 2008 - September 2010
Portland Radio Group  May 2007 - August 2007

Skills
PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Leadership, Research, SPSS, Adobe Creative Suite, SQL, Web Site Production, Oracle, Microsoft Office, Social Media, Marketing, Management, Sales, Access, Outlook, Data Analysis, Training

Education
Southern New Hampshire University   2010 — 2013
Masters, Marketing, 3.94

Franklin Pierce College   2004 — 2008
Bachelors of Science, Marketing, 3.89

Annamarie J McGowan Annamarie J McGowan Greater Boston Area Details
Annamarie J McGowan's Fidelity Investments Experience January 2012 - April 2012
Job IT Specialist at AmphenolTCS
Industry Information Technology and Services
Experience
Amphenol-TCS  August 2013 - Present
Franklin Pierce University  September 2004 - Present
Kronos,Inc   May 2012 - August 2013
Fidelity Investments   January 2012 - April 2012
Health Dialog  October 2010 - January 2012
Fidelity Investments   July 2001 - June 2010
Surebridge, Inc.   July 2000 - July 2001
JGI BaaN   January 1998 - July 2000
TSC BaaN   November 1996 - January 1998
Watts Water Technologies  July 1995 - November 1996

Skills
PL/SQL, T-SQL, SDLC, Informatica, Oracle SQL, CRM software, SQL Server 2005/2000, ERP, SQL, SQL*Plus, Business Intelligence, Data Warehousing, Databases, Data Analysis, Business Analysis, Documentation, Requirements Analysis, Access, Microsoft Office, Problem Solving, Excel, Change Management, Word, Visio, SQL Server, Analysis, PowerPoint, MS Project, Healthcare, Toad, Accounting, Cost Accounting, Billing, Cost Allocation, Software Documentation, Microsoft SQL Server, IT Management, Oracle, Microsoft Excel, Business Requirements, Business Process, Project Management, Management, Requirements Gathering, Systems Analysis, Data Modeling, Database Design, Integration, ETL, Agile Methodologies

Education
Franklin Pierce College   2001 — 2003
Master of Science, Information Technology Management

Franklin Pierce College   1986 — 1993
BS, Accounting

David Lahey David Lahey Greater Boston Area Details
David Lahey's Fidelity Investments Experience February 2005 - December 2005
Job Financial Services Professional
Industry Financial Services
Experience
Santander Investment Services  August 2013 - April 2014
Merrill Edge  July 2012 - July 2013
Merrill Lynch  January 2011 - August 2012
AARP Financial  December 2005 - October 2010
Fidelity Investments   February 2005 - December 2005

Education
Franklin Pierce University   2001 — 2002
BS, Financial Management

University of New Hampshire   1995 — 1996
A.S., Business Admin

James Kadra James Kadra Newport News, Virginia Details
James Kadra's Fidelity Investments Experience January 2002 - January 2005
Job Senior Multimedia Specialist at Leidos
Industry E-Learning
Experience
Leidos  October 2013 - Present
Camber Corporation  October 2012 - October 2013
BAE Systems Information Technology  August 2010 - October 2012
c2i productions   August 2008 - April 2012
Fidelity Investments   January 2002 - January 2005
2006 Fidelity Investments   January 1999 - January 2002

Skills
Animation, Maya, VBS2, ESRI, GIS, Photoshop, Oxygen, Visual Landbuilder, Photography, Terrain Creation, 3D Modeling, 3d Texturing, MEL Script, Programming, Flash, Texturing, Game Design, Visual Effects, Unreal Engine 3, Python, Storyboarding, 3D, Modeling, Technical Writing, HTML, Motion Graphics, User Interface Design, Scripting, MEL, Adobe Creative Suite, Multimedia, 3D Studio Max, Video Games, Traditional Animation, Video, Level Design, Art, Dreamweaver, Rendering, Computer Animation, Management

Education
2006 - 2008 Full Sail University   2006 — 2008
Bachelors Degree of Science, Computer Animation; Computer Science Major

Full Sail University   2006 — 2008
Bachelor of Science (BS), Computer Animation

North Shore Community College   1996 — 1999
Computer Science

Benjamin Less Benjamin Less Providence, Rhode Island Details
Benjamin Less's Fidelity Investments Experience May 2014 - Present
Job Development Intern at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   May 2014 - Present
Johnson and Wales University  September 2012 - January 2014
Vector Marketing  July 2012 - August 2012
Valve corporation  July 2011 - February 2012

Skills
C++, Troubleshooting, Computer Hardware, Python, Microsoft Office, Visual Basic, SQL, JavaScript, Visual Studio, Unreal Engine 3, Garageband, Photoshop, Technical Support, Java, Spring, HTML, CSS, XML

Education
Johnson and Wales University   2012 — 2015
Bachelor of Science (BS), Computer Software Engineering

Franklin Pierce College   2011 — 2012
Bachelor of Science (BS), Information Technology, 4.0

Perry Hixson Perry Hixson Cincinnati Area Details
Perry Hixson's Fidelity Investments Experience October 2005 - Present
Job Vice President Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2005 - Present
Thomson West  February 2005 - October 2005
Paychex  June 1993 - February 2005

Skills
401k Retirement Plans, FINRA Series 7 & 63, Payroll/HR Solutions, New Business Development, Time & Labor Solutions..., Employee Benefits, Business Planning, Channel Management, Pay-for-Performance..., 401k, CRM, Sales Process, Sales Presentations, Financial Services, Channel Partners, Retirement, Sales Management, Sales, Sales Operations, Management, Retirement Planning, Cold Calling, Finance, FINRA, Forecasting, Salesforce.com

Education
Franklin University   1984 — 1989
BS, Accounting/Finance

Joe LoGiudice, MBA Joe LoGiudice, MBA Columbus, Ohio Details
Joe LoGiudice, MBA's Fidelity Investments Experience October 2007 - April 2009
Job Freelance Copywriter
Industry Arts and Crafts
Experience
Glass Axis  April 2014 - Present
National College  July 2010 - Present
Fidelity Investments   October 2007 - April 2009
Franklin University  August 2001 - July 2007
Nationwide Financial Systems   October 2000 - July 2003

Skills
Customer Relations, Public Information, Creative Writing, Technical Writing, Editing, Research, Microsoft Office, Project Management, Time Management, Public Speaking, Team Building, Program Management, Customer Service, Staff Development, Program Development

Education
Franklin University
Masters, Business Administration/Management Information Sciences

Rutgers, The State University of New Jersey-Newark
Bachelors, English/Journalism

Seth Cotner Seth Cotner Raleigh-Durham, North Carolina Area Details
Seth Cotner's Fidelity Investments Experience September 2001 - January 2008
Job at
Industry Financial Services
Experience
Aon  May 2013 - Present
BlueLine Associates  May 2011 - May 2013
BB&T  January 2008 - May 2011
Fidelity Investments   September 2001 - January 2008

Skills
Business Process..., Business Analysis, Process Improvement, Vendor Management, Project Management, Six Sigma, PMP, Process Engineering, Change Management, Black Belt, Requirements Analysis, Business Process, Risk Management, PMO, Visio, Call Centers, Cross-functional Team..., IT Strategy, Operations Management, Analysis, Outsourcing, Program Management, Project Portfolio..., Business Transformation, CRM, Leadership, Strategy

Education
Franklin Pierce College

Purdue University

Jennifer DePietro Thompson, PMP Jennifer DePietro Thompson, PMP Greater Boston Area Details
Jennifer DePietro Thompson, PMP's Fidelity Investments Experience March 2009 - May 2010
Job Engagement Manager at Collaborative Solutions, LLC
Industry Information Technology and Services
Experience
Collaborative Solutions, LLC  March 2014 - Present
Mercer  May 2010 - March 2014
Fidelity Investments   March 2009 - May 2010
Fidelity Investments   May 2008 - 2010
Ceridian  January 2006 - May 2008
Blue Cross & Blue Shield of RI  September 2001 - January 2006
Helix Technology Corporation  September 1999 - May 2001
PricewaterhouseCoopers  July 1998 - September 1999
Pricewaterhousecoopers  1998 - 1999
Partners Healthcare Systems  July 1997 - July 1998

Skills
HRIS, Benefits Administration, Process Improvement, Employee Benefits, Business Analysis, Vendor Management, Performance Management, Change Management, Business Process..., Talent Management, Human Resources, SDLC

Education
Project Management Professional, PMP   2008 — 2012
Project Management Professional

Franklin Pierce College   1991 — 1995
Bachelor of Science (BS), Business Administration and Management, General

Ashley (Ying) GUAN Ashley (Ying) GUAN Boston, Massachusetts Details
Ashley (Ying) GUAN's Fidelity Investments Experience June 2014 - August 2014
Job Principal at State Street Global Advisors (SSgA)
Industry Financial Services
Experience
State Street  July 2015 - Present
Fidelity Investments   June 2014 - August 2014
Standard Chartered Bank  August 2011 - June 2013
Deutsche Bank  June 2010 - July 2011
McKinsey & Company  October 2009 - December 2009
Deutsche Bank  June 2009 - August 2009
Bain & Company  2009 - 2009

Skills
Investment Management, Financial Markets, Financial Analysis, Financial Modeling, Investment Valuation, Chartered Financial..., Emerging Markets, Corporate Finance, Derivatives, Bloomberg, Capital Markets, Investment Banking, Convertible Bonds, Coaching

Education
Harvard Business School   2013 — 2015
Master of Business Administration (MBA)

Fudan University   2006 — 2010
Bachelor of Laws (LLB), International Relations

University of California, Berkeley   2008 — 2008
n/a, Political Science

Lisa (Matus) Lisowski Lisa (Matus) Lisowski Greater Boston Area Details
Lisa (Matus) Lisowski's Fidelity Investments Experience September 2005 - April 2010
Job Executive Assistant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  May 2010 - Present
Fidelity Investments   September 2005 - April 2010
U.S Biological   June 2003 - August 2005
United States Postal Service  September 2002 - May 2003
The Forum Corporation  September 1990 - June 2001
The Forum Corporation  July 1998 - September 1999
The Forum Corporation  September 1996 - September 1998
The Forum Corporation  August 1994 - September 1995
Scudder Stevens & Clark  April 1992 - May 1994
Fidelity Investments   April 1990 - April 1992

Skills
Expenses, Operational Excellence, Independent Thinker, Lotus Notes, Office Management, Operational Efficiency, Highly detail oriented, Calendars, Outlook, Expense Management, PowerPoint, Customer Service, Travel Arrangements, Microsoft Word, Administrative Support, Word, Team building and..., Spreadsheets, Management, Microsoft Excel, Marketing, Event Planning, Invoicing, Microsoft Office, Expense Reports, Time Management

Education
Franklin Pierce College   1984 — 1988
Bachelor of Arts (BA)

James Caldwell High School   1980 — 1984
High School Diploma

Charlotte Irwin Charlotte Irwin Greater Boston Area Details
Charlotte Irwin's Fidelity Investments Experience November 2013 - August 2014
Job Masters International Business
Industry Investment Banking
Experience
Fidelity Investments   November 2013 - August 2014
Sasaki Associates  June 2012 - August 2012

Skills
Financial Services, International..., Research, Proposal Writing, Financial Markets, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Sustainability, Social Media, Public Speaking, Social Networking, Event Planning, Leadership, Equity Trading, Intercultural..., Finance, Investments, Teamwork

Education
Hult International Business School   2014 — 2015
MIB, Masters International Business

Harvard University   2013 — 2013

Franklin University Switzerland   2010 — 2013
Bachelor of Arts (B.A.), International Economics emphasis in Political Economy; Minor Environmental Science

Ed Valentine Ed Valentine Greater Boston Area Details
Ed Valentine's Fidelity Investments Experience August 1998 - May 2003
Job Senior Software Engineer / Consultant
Industry Information Technology and Services
Experience
Varden Technologies  September 2011 - Present
Eze Castle Software  May 2011 - August 2011
chenega   March 2008 - February 2011
chenega federal   March 2008 - February 2011
Chenega Federal Systems  March 2008 - February 2011
Chenega Logistics, LLC  March 2008 - February 2011
CTS America, Inc.   November 2004 - November 2007
Cyburt Software   August 2003 - November 2007
L-3 Communications GSI  October 2003 - November 2004
Fidelity Investments   August 1998 - May 2003

Skills
C#, Microsoft SQL Server, XML, .NET, ASP.NET, Software Development, JavaScript, VB.NET, HTML, ASP, SQL, Software Engineering, Software Design, LINQ, CSS, jQuery, ASP.NET MVC, WCF, PL/SQL, Oracle, Databases, OOP, Programming, Web Applications, Java, Unix, Visual Basic, SharePoint, Integration, TFS, AJAX, Agile Methodologies, Database Design, T-SQL, IIS, Requirements Analysis, SDLC, SOA, Software Project..., VBScript, Visual Studio

Education
Franklin Pierce College   1990 — 1993
BS, Computer Information Systems

University of New Hampshire   1980 — 1983
Mechanical Engineering

White Mountains Regional H.S.   1976 — 1980

Cynthia Dustin Cynthia Dustin Greater Boston Area Details
Cynthia Dustin's Fidelity Investments Experience 2006 - 2007
Job Owner at Black Oak Site and Contracting
Industry Construction
Experience
Black Oak Site and Contracting Corp   September 2010 - Present
Harborside Healthcare  2007 - 2008
Fidelity Investments   2006 - 2007

Skills
Commercial Drivers..., NH Septic License

Education
Franklin Pierce University
Human Services

Jason Stickney Jason Stickney Charleston, South Carolina Area Details
Jason Stickney's Fidelity Investments Experience December 2008 - December 2009
Job Business Communications/Hospitality Professional
Industry Public Relations and Communications
Experience
The Daniel Island Company  October 2011 - Present
Portsmouth Harbor Events   August 2010 - September 2011
Calypso Communications  May 2010 - July 2011
Sheraton Hotel  May 2010 - October 2010
Fidelity Investments   December 2008 - December 2009

Education
Franklin Pierce University   2003 — 2005
Business Administration

Plymouth State University
B.S., Business Administration

Lillian Shaughnessy-Realph Lillian Shaughnessy-Realph Columbus, Ohio Area Details
Lillian Shaughnessy-Realph's Fidelity Investments Experience 1991 - 2003
Job Retirement Plan Counselor at Empower Retirement
Industry Financial Services
Experience
Empower Retirement  January 2015 - Present
Great-West Retirement Services  November 2003 - Present
Fidelity Investments   1991 - 2003
Fidelity Investments   1993 - 1998
McDonald Investments  1984 - 1991

Education
Franklin University   2005 — 2013
Bachelor's degree, Human Resources Management & Business Administration, Magna Cum Laude

Danny Eldridge Danny Eldridge Henderson, Tennessee Details
Danny Eldridge's Fidelity Investments Experience September 2012 - July 2014
Job Child Protective Services
Industry Government Administration
Experience
Tennessee Department of Children's Services  July 2014 - Present
Fidelity Investments   September 2012 - July 2014
Lockheed Martin  August 2010 - September 2012
L-3 Communications  May 2007 - August 2010
Kentucky Department of Veterans Affairs  June 2003 - January 2007
Tennessee Department of Children's Services  September 2001 - June 2003
Raytheon  July 1995 - March 1998
US Army  July 1991 - July 1995

Skills
Program Management, Leadership, Process Scheduler, Process Improvement, Training, Project Management, Project Planning, Staff Development, Team Building, Team Leadership, Research, Strategic Planning, Software Documentation, Change Management, Coaching, Public Speaking, Fundraising, Microsoft Excel, Customer Service, Microsoft Word

Education
Freed-Hardeman University   2008 — 2011
MBA, Business/Leadership

Freed-Hardeman University   2002 — 2006
M.Min, Ministry

Freed-Hardeman University   1998 — 2000
BA, Biblical Studies

Peter Fruin, PMP Peter Fruin, PMP Greater Boston Area Details
Peter Fruin, PMP's Fidelity Investments Experience 1999 - November 2010
Job Director, PMO at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance  November 2010 - Present
Fidelity Investments   1999 - November 2010
Allmerica Financial  1998 - 1999
Manulife Financial  1997 - 1998
Chubb LifeAmerica  1994 - 1997
American Family Insurance  1984 - 1994

Skills
Insurance, Vendor Relations, Offshore, Vendor, Vendor Management, PMP, SDLC, Software Project..., Program Management, Process Improvement, Analysis, Business Analysis, Business Process, Governance, IT Management, IT Strategy, Leadership, MS Project, Management, Project Delivery, Project Management, Software Development, Systems Analysis, Visio

Education
Franklin Pierce University   1994 — 1996
BS, General Studies

Madison Area Technical College   1981 — 1983
AS, Computer Programming

Brad Pollock Brad Pollock Raleigh-Durham, North Carolina Area Details
Brad Pollock's Fidelity Investments Experience August 2014 - Present
Job Scrum Product Owner & Business Analyst Consultant at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   August 2014 - Present
Fidelity Investments   October 2009 - Present
Donovan Data Systems  March 2001 - August 2009
Prudential Insurance  October 1998 - December 2000
Law Office of Brad Pollock   February 1997 - October 1998
Barbato & Seidenberg, L.L.P.   April 1996 - January 1997

Skills
Facilitation, Stategic Thinking, Setting Clear Goals &..., Fostering Innovation, Sound Decision Making, Building Key..., Analytical Thinking, Interpersoanal Awareness

Education
University of the District of Columbia - The David A. Clarke School of Law   1992 — 1995
J.D., Law

Franklin & Marshall College   1985 — 1989
B.A., English

Edgemont High School   1982 — 1985

Robert Hartmann, MBA Robert Hartmann, MBA Greater Boston Area Details
Robert Hartmann, MBA's Fidelity Investments Experience 1999 - 2004
Job Sales Engineer at J.S. Fleming Associates
Industry Electrical/Electronic Manufacturing
Experience
J.S. Fleming Associates   2004 - Present
Fidelity Investments   1999 - 2004
Liebert Corporation  1988 - 1999
US Navy  1982 - 1988

Skills
Engineering, Data Center, Project Management, Vendor Management, Electricians, Switchgear, Electrical Engineering, Contract Management, Troubleshooting, Generators, Team Building, Electronics, Electrical, Contract Negotiation, UPS Systems, MS Office Suite, Direct Sales, Customer Relations, Sales, Key Account Mangement, Operations Management, Management, Leadership, Cross-functional Team..., Solution Selling, Project Planning

Education
Southern New Hampshire University   1999 — 2003
MBA, Business Administration

Franklin Pierce College   1997 — 1998
Bachelor of Science, Business Management

Franklin Pierce College   1993 — 1997
Associate of Arts, Business Management

Robert B. Coutoumas Robert B. Coutoumas Greater Boston Area Details
Robert B. Coutoumas's Fidelity Investments Experience May 2006 - April 2008
Job Assistant Vice President Business Management Strategy & Delivery
Industry Information Technology and Services
Experience
Bank of America  April 2010 - Present
Robert B. Coutoumas Senior Management Consulting   June 2005 - March 2010
Wise  March 2009 - October 2009
TDBank  April 2008 - October 2008
Fidelity Investments   May 2006 - April 2008
Madison Advisors, Colleyville, Texas   2005 - 2006
StateStreet Corporation  2001 - 2005
Northstar Steel and Aluminum   January 2000 - May 2001
PEP Direct  1990 - 1999
Lockheed Martin - CalComp   1982 - 1989

Skills
Strategic Sourcing, Vendor Management, Global Sourcing, Outsourcing, Business Analysis, Integration, Process Improvement, Program Management, Management, Strategy, Leadership, Risk Management, Project Management, Strategic Planning, Enterprise Software, SDLC, Cross-functional Team...

Education
Franklin Pierce University   2008 — 2008

Rivier College   1993 — 1995
MBA

Springfield College   1977 — 1981
BS

Tammie L Hall Tammie L Hall Wichita, Kansas Area Details
Tammie L Hall's Fidelity Investments Experience November 2011 - July 2015
Job Retirement Planning Consultant at Transamerica
Industry Financial Services
Experience
Transamerica  August 2015 - Present
Fidelity Investments   November 2011 - July 2015
Great-West Life and Annuity Insurance Company  December 2010 - November 2011

Skills
Excel, Outlook, Word, Critical Thinking, Innovative Problem..., Independent, Results Driven, Microsoft Excel, Process Improvement, Management, Analysis, Result Oriented, Microsoft Word, Training, Leadership, Customer Service, Banking, Marketing, Sales, Customer Satisfaction, Portfolio Management, Insurance

Education
Friends University   2011 — 2013
Master of Business Administration (MBA), Business, 3.85/4.00

Friends University   2009 — 2010
Business Management, Business

H & R Block Basic Tax   1991 — 1991
Certificate, Tax Preparation

Dick McGinnis Dick McGinnis Greater Boston Area Details
Dick McGinnis's Fidelity Investments Experience 2005 - 2009
Job Human Resources
Industry Human Resources
Experience
Blue Cross Blue Shield of Massachusetts  June 2010 - Present
JP Morgan  January 2010 - June 2010
Fidelity Investments   2005 - 2009
Fidelity Investments   1993 - 2005
Fidelity Investments   1993 - 2005
Cardinal Health, Inc.   1990 - 1993
Hasbro Industries, Inc.   1989 - 1990
Prime Computer, Inc.   1984 - 1989

Skills
Program Management, Workforce Planning, Performance Management, Talent Management, Recruiting, Employee Relations, Change Management, Human Resources, Onboarding, Sourcing, Leadership Development, Leadership, Talent Acquisition, Organizational..., Succession Planning, HR Consulting, Executive Coaching, Training, Analysis, Operations Management, Strategy, Personnel Management, Deferred Compensation

Education
Tulane University   1978 — 1981
Master of Science, Psychology

Franklin & Marshall College   1974 — 1978
Bachelor of Arts, Psychology

Lisa Russo Szturma Lisa Russo Szturma Greater Boston Area Details
Lisa Russo Szturma's Fidelity Investments Experience April 2012 - January 2015
Job Financial Services Technology Consultant
Industry Financial Services
Experience
Fidelity Investments   April 2012 - January 2015
Pioneer Investments  June 2008 - 2012
Pioneer Investments  August 2003 - December 2007
Pioneer Investments  December 2001 - July 2003
Digitas  January 2001 - December 2001
DriverFX   January 2000 - June 2000
CSC Consulting  June 1992 - January 2000

Skills
IT Strategy, Business Analysis, Management, Strategy, Integration, Enterprise Software, CRM, Vendor Management, Asset Management, Distributed Agile

Education
Franklin & Marshall College
BA, Mathematics

Syracuse University - Florence, Italy
Architecture

Kim McAndrew Kim McAndrew Greater Boston Area Details
Kim McAndrew's Fidelity Investments Experience January 2013 - Present
Job Lead Derivatives Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2013 - Present
The Yankee Candle Company, Inc.   September 2012 - Present
Fidelity Investments   July 2010 - December 2013
Fidelity Investments   June 2008 - June 2011
Fidelity Investments   October 2007 - June 2008
Fidelity Investments   April 2006 - October 2007
Fidelity Investments   August 2004 - May 2005

Skills
Derivatives, Investments, Accounting, Microsoft Excel, Series 7, Financial Reporting, Mutual Funds, Bloomberg, Fixed Income, Account Reconciliation, Internal Controls, Asset Allocation, Series 63, Options, Financial Analysis, Valuation, Swaps, CDS, Equities, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Team Building, Management, Sales

Education
Franklin Pierce University   2003 — 2007
Bachelor of Applied Science (BASc), Accounting and Finance

Franklin Pierce University   2003 — 2007
Certification in Financial Management, Accounting and Finance

Daniel Shuptar Daniel Shuptar Greater Philadelphia Area Details
Daniel Shuptar's Fidelity Investments Experience March 2014 - Present
Job Relationship Manager at Fidelity
Industry Financial Services
Experience
Fidelity Investments   March 2014 - Present
Vanguard  August 2012 - March 2014
Vanguard  September 2011 - August 2012
Vanguard  August 2010 - September 2011

Skills
Series 66, Series 7, Series 63, Series 6, Investments, Bloomberg Terminal, ThomsonOne, Written & Verbal..., Problem Solving, MS Office Products

Education
Franklin & Marshall College   2005 — 2009
Bachelor of Arts, Business, Organizations, and Society

Chestnut Hill Academy   1992 — 2005

Rollins College

David Nicholas David Nicholas Boston, Massachusetts Details
David Nicholas's Fidelity Investments Experience July 1999 - February 2000
Job Client Relationship Consultant at kasina, a DST Company
Industry Investment Management
Experience
kasina, a DST Company   July 2015 - Present
Wells Fargo Asset Management  May 2006 - July 2015
J.P. Morgan   June 2001 - May 2006
Morgan Stanley  February 2000 - June 2001
Fidelity Investments   July 1999 - February 2000

Skills
Series 63, Retirement Planning, Finance, Mutual Funds, Trading, Series 7, Series 65, Series 9, Series 10, Certified Fund..., Equity Derivatives, Fixed Income, Equity Trading

Education
Franklin Pierce College   1995 — 1999
Bachelor of Science (B.S.), Accounting and Finance

Franklin Pierce University
Bachelor's Degree, Accounting and Finance

Ana Cerqueira, PMP, GWCPM Ana Cerqueira, PMP, GWCPM Miami, Florida Details
Ana Cerqueira, PMP, GWCPM's Fidelity Investments Experience August 2005 - March 2010
Job VP Tech Project Solutions Consultant
Industry Information Technology and Services
Experience
Merrill Lynch/Bank of America  July 2010 - Present
Fidelity Investments   August 2005 - March 2010
Harvard Extension School  January 2007 - February 2010
Citizens Bank  October 2004 - June 2005
PFPC Global Funds   January 2000 - January 2004
Citibank S.A   June 1997 - December 1999
Boavista Bank   April 1996 - June 1997
Citibank S.A   August 1990 - November 1995
Docenave - Vale   January 1989 - January 1990
Astel   January 1988 - January 1989

Skills
English, Portuguese, Spanish, Strategic Planning, Business Analysis, SDLC, Program Management, Project Management, Management, Information Technology, Testing, Agile Methodologies, Software Project..., Software Documentation, Requirements Gathering, Requirements Analysis, PMP, Enterprise Software, Leadership, PMO, Enterprise Architecture, ERP, Cross-functional Team..., Vendor Management, Business Intelligence, IT Strategy, Business Development, Agile Project Management, Process Improvement, Project Portfolio..., Integration, IT Management, Business Process..., Software Development, Business Process, ITIL, SharePoint, CRM, Data Center, Data Warehousing, MS Project, Visio

Education
ESI International   2011 — 2015
Master’s Degree, Master's Certificate in Project Management, Information Technology

ESI International   2011 — 2013
Associate's Certificate in Project Management, Information Technology

Harvard University
M.S, IMS

Fundação Getúlio Vargas   1999 — 1999
M.S, Marketing

Pontifícia Universidade Católica do Rio de Janeiro   1991 — 1992
Certificate, Computer Systems

Universidade Cândido Mendes   1986 — 1990
B.S, Law

IBPI - Instituto Brasileiro de Pesquisa em Informática   1986 — 1987
Certificate, Computer Science

Christine Pineau Christine Pineau Greater Boston Area Details
Christine Pineau's Fidelity Investments Experience April 2011 - Present
Job Senior Business Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   April 2011 - Present
Avid Technology  April 2010 - April 2011
Fidelity Investments   June 2006 - January 2010
FIRST (non profit)   October 2003 - June 2006
Hewlett Packard/Compaq/Digital Equipment Corporation   December 1979 - June 2002

Skills
Business Analysis, Project Management, Business Process..., SDLC, Program Management, Process Improvement, Business Requirements, Requirements Analysis, Requirements Gathering, PMP, Software Project..., PMO, Certified...

Education
Southern New Hampshire University   2009 — 2010
Certification, HR Management

Franklin Pierce College   2000 — 2005
Bachelors of Science, General Studies

Michael Wu(吴清) Michael Wu(吴清) Greater Boston Area Details
Michael Wu(吴清)'s Fidelity Investments Experience October 2013 - Present
Job Director, Security Solutions and Engineering at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2013 - Present
Fidelity Investments   September 2006 - October 2013
Fidelity Investments   1999 - 2006
Parametric Technology Corporation  1998 - 1999
IBM  1997 - 1998
SII  1996 - 1997
Inspex Inc.  1993 - 1996

Skills
Java, Tomcat, Websphere, Spring, Oracle, Hibernate, Java Enterprise Edition, C#, JSP, Design Patterns, JavaScript, Shell Scripting, Python, Django, Ruby, Sybase, JDBC, Ant, JUnit, Nmap, Metasploit, Netcat, Wireshark, Performance Engineering, WebSphere

Education
Stanford University   2012 — 2012
MOOC, Cryptography, Complete with distinction

University of Michigan   2012 — 2012
MOOC, Introduction to finance, Complete with a signed certificate

UMass Lowell   1991 — 1993
Master of Science, Computer Science

Fudan University   1982 — 1986
BS Mathematics, Numerical Analysis

复旦大学附属中学   1980 — 1982
High school diploma, High School/Secondary Diplomas and Certificates

Gregory Schramm Gregory Schramm Greater Boston Area Details
Gregory Schramm's Fidelity Investments Experience 1996 - 1997
Job Director at Citi
Industry Investment Banking
Experience
Citi  2003 - Present
Fidelity Investments   1996 - 1997
Eaton Vance  1993 - 1996

Education
NYU Stern School of Business   1997 — 1999
MBA, Finance

Franklin & Marshall College   1989 — 1993
BS, Business Administration

Shepaug Valley HS   1985 — 1989

Valerie Gagnon Valerie Gagnon Greater Boston Area Details
Valerie Gagnon's Fidelity Investments Experience January 2001 - February 2008
Job IT Manager at Liberty Mutual
Industry Information Technology and Services
Experience
Liberty Mutual Insurance  2008 - Present
Liberty Mutual Insurance  2009 - 2014
Liberty Mutual  2008 - 2011
Fidelity Investments   January 2001 - February 2008
Cabletron  1997 - 2000

Skills
Proven IT leadership, Financial acumen with..., Excellent written..., Extensive executive...

Education
Franklin Pierce University   2001 — 2006
Master of Science, IT Management

University of Maine Farmington   1990 — 1994
Bachelor of Science, Secondary Education, English

Nicholas Schibly Nicholas Schibly Portsmouth, New Hampshire Details
Nicholas Schibly's Fidelity Investments Experience September 2015 - Present
Job Internet Marketing Vacationownership.com LLC
Industry Marketing and Advertising
Experience
Fidelity Investments   September 2015 - Present
VacationOwnership.com LLC   September 2013 - September 2015
Nightmare New England / SpookyWorld  September 2013 - November 2013
GameStop  December 2012 - January 2013
New England Regional Mortgage Corp.  June 2012 - August 2012
Pizza Hut Hudson, NH   April 2007 - August 2009
Granite State Soccer League   April 2003 - August 2009
SportsZone  November 2006 - February 2009

Skills
Microsoft Office, SPSS, Photoshop, Alice programming..., GIMP, SEO, Social Media, Email Marketing, Marketing, Facebook, Blogging

Education
Franklin Pierce College   2009 — 2013
Bachelor of Science (BS), Marketing

Campbell High School   2005 — 2009

Andrea Hill Andrea Hill Greater Boston Area Details
Andrea Hill's Fidelity Investments Experience July 1997 - September 1998
Job Marketing Business Analyst at EMC
Industry Computer & Network Security
Experience
EMC  April 2015 - Present
EMC  October 2013 - Present
EMC  November 2011 - October 2013
EMC  November 2010 - November 2011
RSA, The Security Division of EMC  April 2007 - November 2010
RSA Security Inc.  January 2004 - December 2006
RSA Security Inc.  January 2000 - December 2003
KeySpan Home Energy Services   September 1998 - January 2000
Fidelity Investments   July 1997 - September 1998
ActMedia  February 1993 - June 1997

Skills
Marketing Automation, Workflow Design, Agile Project Management, Email Marketing, Direct Marketing, Digital Marketing, Online Marketing, Integrated Marketing, Online Advertising, Demand Generation, Marketing, Marketing Communications, Lead Generation, Multi-channel Marketing, Strategy, Marketing Management, Social Media, SEM, B2B Marketing, Social Media Marketing, B2B, Product Marketing, Competitive Analysis, Google Analytics, Database Marketing, Analytics, Management, Strategic Partnerships, Salesforce.com, Product Management, Web Analytics, CRM, Customer Acquisition, Marketing Strategy, Content Management, PPC, E-commerce, Segmentation, Webinars, Go-to-market Strategy, Direct Mail, Sales Enablement, SEO, Campaign Management, Enterprise Software, Program Management

Education
Franklin & Marshall College   1982 — 1986
B.A.

University of Connecticut
MBA

Alan (Alan Campbell) McIntyre MBA,CRPC. Alan (Alan Campbell) McIntyre MBA,CRPC. Goffstown, New Hampshire Details
Alan (Alan Campbell) McIntyre MBA,CRPC.'s Fidelity Investments Experience January 2006 - January 2007
Job Brokerage Services Rep II at Signator Investors, Inc.
Industry Financial Services
Experience
Signator Investors, Inc.   November 2013 - Present
Army National Guard  July 2012 - Present
Members Financial Services   July 2013 - November 2013
Investors Capital  April 2012 - June 2013
Sovereign Bank  September 2011 - February 2012
John Hancock  November 2010 - June 2011
Merrill Lynch  September 2007 - October 2010
Upromise  2010 - 2010
Fidelity Investments   January 2006 - January 2007
American General Financial Services  2004 - 2005

Skills
Mutual Funds, Series 7, Investments, Fixed Annuities, Series 63, Financial Advisory, Financial Services, Series 65, Trading, Insurance, Finance, Securities, Retirement Planning, Annuities, Sales Support, Inside Sales, Retail Management, Uniform Combined State..., FINRA, Retirement, Variable Annuities, Investment Advisory, Equities, IRAs, Life Insurance, Sales, Series 24

Education
Franklin Pierce University   2003 — 2005
MBA, Leadership in Management

Keene State College   1998 — 2002
BS, Management

salem high school   1994 — 1998

Merrimack College
CFP Coursework, CFP prep

James Morin James Morin Greater Boston Area Details
James Morin's Fidelity Investments Experience January 2012 - Present
Job Fiduciary & Trust Services
Industry Financial Services
Experience
Fidelity Investments   January 2012 - Present
Beneficent Congregational Church, UCC   June 2009 - December 2012
Fidelity Investments - Personal Trust   May 2006 - January 2012
LMN Partners LLC d/b/a Subway® Restaurant   November 2005 - October 2007
Fidelity Investments - Personal Trust   May 2002 - May 2006
Fidelity Investments   July 2000 - 2002
Fidelity Investments   November 1999 - July 2000
Ernst & Young  February 1996 - November 1997

Skills
Investments, Mutual Funds, Risk Management, Series 7, Securities, 401k, Retirement Planning, Investment Advisory, Wealth Management, Insurance, Estate Planning, Financial Analysis, Personal Trust..., Trust Management, Charitable Trusts, Trustee, Fiduciary Services, Tax Accounting, Tax Preparation, Non-profit..., Trust Services, Project Management, Program Implementation, Asset Managment, Banking, Asset Management, Tax, Organizational..., Leadership, Budgets, Process Improvement, Non-profit Volunteer, Business Process..., Coaching

Education
Cannon Financial Institute   2012 — 2014
CTFA Candidate

Suffolk University - Sawyer Business School   2006 — 2009
MST

Nichols College   1991 — 1993
MBA

Franklin Pierce University   1987 — 1991
BS

Amanda Conaway Amanda Conaway Brookline, New Hampshire Details
Amanda Conaway's Fidelity Investments Experience May 2006 - December 2007
Job
Industry Construction
Experience
Triangle Credit Union  August 2011 - July 2014
Triangle Credit Union  June 2010 - August 2011
Triangle Credit Union  December 2008 - June 2010
Fidelity Investments   May 2006 - December 2007
Fidelity Investments   February 2004 - May 2006

Skills
Management, Customer Service, Microsoft Word, Payroll, Team Leadership, Risk Management, Credit, Leadership, Data Analysis, Access, Mortgage Lending, Microsoft Office, Auditing, Databases, Operations Management, Loans, Teamwork, Finance, Process Improvement, Team Building, Financial Analysis, Microsoft Excel, Business Analysis, Employee Benefits, Banking, Outlook, Analysis, Software Documentation, Consumer Lending, Accounting, Forecasting

Education
Franklin Pierce College   1998 — 2000

North Middlesex Regional High School

Kelly Wardle Kelly Wardle Greater Boston Area Details
Kelly Wardle's Fidelity Investments Experience October 2011 - Present
Job Director Market Data Inventory Management & Exchange Reporting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2011 - Present
Fidelity Investments   January 2011 - October 2011
Thomson Reuters  August 2007 - January 2011
Reuters  October 2003 - July 2007
Thomson Reuters  May 1994 - October 2003

Education
Franklin Pierce College   1991 — 1994
Bachelor of Science, Accounting

Justin Godbout Justin Godbout Greater Boston Area Details
Justin Godbout's Fidelity Investments Experience September 1999 - October 2000
Job Business Analysis
Industry Financial Services
Experience
Financial Recovery Technologies  September 2015 - Present
Brown Brothers Harriman  April 2008 - August 2015
Ascend Consulting  August 2006 - April 2008
Brown Brothers Harriman  November 2000 - August 2006
Fidelity Investments   September 1999 - October 2000

Skills
Fixed Income, Equities, SDLC, Securities, Business Analysis, Financial Services, Capital Markets, Finance

Education
Franklin Pierce University   1995 — 1999
B.S, Management

Holy Name Central Catholic High School   1993 — 1995

Northbridge High School   1991 — 1993

Jessica (Sanborn) Maceyras Jessica (Sanborn) Maceyras Cincinnati, Ohio Details
Jessica (Sanborn) Maceyras's Fidelity Investments Experience 2000 - 2004
Job Compliance
Industry Venture Capital & Private Equity
Experience
The Carlyle Group  September 2011 - June 2014
FBR Capital Markets  2004 - September 2011
Fidelity Investments   2000 - 2004
PricewaterhouseCoopers  1998 - 2000

Education
Miami University   1994 — 1998
BS, Business Administration

Miami University   1994 — 1998
BA, Spanish

Fundación Universidad de las Américas Puebla
Spanish Language and Culture

Patrick Tappe Patrick Tappe United States Details
Patrick Tappe's Fidelity Investments Experience April 2012 - November 2013
Job Sr Front End Engineer at ChatID
Industry Financial Services
Experience
ChatID  April 2015 - Present
HNW  January 2014 - December 2014
Fidelity Investments   April 2012 - November 2013
Unicast  May 2010 - April 2012
Pershing LLC  February 2004 - May 2010

Skills
User Experience, Graphic Design, Flash, Interaction Design, User Interface Design, User Experience Design, User-centered Design, ActionScript, Web Development, CSS, User Interface, Heuristic Evaluation, Usability Testing, Information Architecture, Creative Direction, CMS, User Research, Adobe Creative Suite, Usability Engineering, Agile Project Management, Web Applications, HTML, WordPress, Contextual Inquiry, Mobile Devices, JavaScript, Java Script Frameworks, Backbone.js, jQuery, jQuery UI, jQuery Mobile, Ember.js, Angular.js, Node.js, Front-end, Agile Methodologies

Education
Freie Universität Berlin   1985 — 1990

Daniel Todd Daniel Todd Greater Boston Area Details
Daniel Todd's Fidelity Investments Experience 2003 - 2006
Job Operations Risk Manager (Project and Change Management) Data Governance, Risk, Controls and Regulatory Compliance at TD
Industry Information Technology and Services
Experience
TD  2015 - Present
TD  2011 - 2014
TD  2007 - 2010
Liberty Mutual Insurance  2006 - 2007
Fidelity Investments   2003 - 2006
Fidelity Investments   2003 - 2003
Fidelity Investments   2000 - 2002
Fidelity Investments   1998 - 2000
IRI Software Information Resources   1996 - 1998
IRI Software Information Resources   1995 - 1996

Skills
SDLC, Project Management, Visio, MS Project, Process Improvement, PMP, Six Sigma, HP Quality Center, Business Objects, Office all Office Suite, Microsoft Office..., Project Planning, System Development Life..., Business Process..., Business Requirements, Business Acceptance..., Financial..., Business Process, Software Documentation

Education
Franklin Pierce College   1986 — 1991
Bachelor's Degree BSCS, Computer Science

Liberty Mutual   2006 — 2007

Fidelity Investments   2006 — 2006

TD Bank   2007 — 2008

Barry Roos Barry Roos Greater Boston Area Details
Barry Roos's Fidelity Investments Experience July 2006 - June 2010
Job Principal RooSites Web Development LLC – Design, Develop, Manage Web + Social Media | Horse Racing Consultant | (LION)
Industry Internet
Experience
RooSites Web Development, LLC   January 1997 - Present
Roos Thoroughbred Services   February 1987 - Present
Fidelity Investments   July 2006 - June 2010
Fidelity Investments   2000 - 2005
Barry D. Roos Racing Stable   February 1987 - March 2003

Skills
Social Media, Customer Relations, Web Design, Social Media Marketing, CMS, E-commerce, Online Marketing, Social Networking, SEO, HTML, Graphic Design, PHP, Website Development, Email Marketing, Facebook, SEM, Web Development, Blogging, CSS, Web Analytics, Photoshop, Marketing Communications, XHTML, Google Analytics, Customer Service, Management, WordPress, Project Management, Entrepreneurship, Small Business, Web Content, User Experience, Content Management, Online Advertising, Web 2.0, Web Marketing, Digital Marketing, Google Adwords, Start-ups, PPC, Web Content Management, Information Architecture, Lead Generation, Digital Strategy, Content Strategy, Mobile Marketing, Mobile Applications, Dreamweaver, Analytics, Strategic Partnerships

Education
University of Kentucky   1981 — 1984
Agricultural Economics

Franklin Pierce University
Management, Business

Newton South High School

Daniela Fancher Daniela Fancher Greater Boston Area Details
Daniela Fancher's Fidelity Investments Experience 1997 - 1999
Job SQA Manager at FIS
Industry Computer Software
Experience
FIS  February 2015 - Present
Orion Health  April 2014 - February 2015
Orion Health  November 2013 - April 2014
Orion Health  October 2011 - November 2013
Kenexa  August 2007 - October 2011
Adheris, Inc.   January 2005 - August 2007
Lockwood Technology  August 2000 - January 2005
Lockwood Technology  1997 - 2002
Lockwood Technology  1997 - 2002
Fidelity Investments   1997 - 1999

Skills
SaaS, Microsoft .NET, Microsoft SQL Server, SQL, SAML 2.0, Project Management, C#, Kenexa Workbench, Kenexa 2xB, Rhapsody, Enterprise Software, Software Project..., .NET, XML, SDLC, Integration, Software Development, Requirements Analysis, Agile Methodologies, Scrum, Web Services, DSM (Direct Secure..., HIE, Health Information..., Testing, Requirements Gathering, Solution Architecture, Agile Project Management, SOA, Software Implementation, Business Intelligence, Visio, Business Analysis, Enterprise Architecture, Databases, Web Applications, Software Documentation, Data Warehousing, Oracle, Systems Analysis, Software Design, IT Strategy, Crystal Reports, IIS, HL7, JavaScript, Database Design, Unix, Software Engineering, Healthcare Information...

Education
Franklin Pierce University   2004 — 2006
Master of Science, Information Technology and Leadership

Franklin Pierce University
Master's degree, Information Technology

Donglu Xia Donglu Xia Greater Boston Area Details
Donglu Xia's Fidelity Investments Experience August 2014 - Present
Job Principal VOIP engineer at Fidelity Investments
Industry Telecommunications
Experience
Fidelity Investments   August 2014 - Present
Aspect Software  April 2012 - August 2014
convergent networks  October 2000 - March 2012
Guidant Corporation  June 1998 - September 2000
Select Technologies, Inc   January 1997 - June 1998

Skills
SIP, Linux, TCP/IP, C, Solaris, C++, XML, Testing, Embedded Software, Java

Education
Syracuse University   1995 — 1996
M.S., Computer Engineering

Fudan University   1991 — 1994
M.S., Electronic physics

Fudan University   1987 — 1991
Bachelor's Degree, Electronic physics

Christine Pineau Christine Pineau Greater Boston Area Details
Christine Pineau's Fidelity Investments Experience Project ManagerHewlett PackardSeptember 2001 - June 2003
Job Program Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Project ManagerHewlett PackardSeptember 2001 - June 2003
Compaq  June 1998 - September 2001
Digital Equipment Corp  December 1979 - June 1998

Education
Franklin Pierce University   2002 — 2004

Wendy Dufresne, PMP Wendy Dufresne, PMP Greater Boston Area Details
Wendy Dufresne, PMP's Fidelity Investments Experience
Job Director at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments  

Skills
Business Analysis, Six Sigma

Education
Southern New Hampshire University   2007 — 2009
MBA

Franklin Pierce University   1999 — 2000
B.A., Financial Management

NHTI, Concord's Community College   1987 — 1989
A.S., Accounting

Kathy Couture Kathy Couture Greater Boston Area Details
Kathy Couture's Fidelity Investments Experience
Job Service Recovery Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  

Skills
Mutual Funds, Series 63, Series 7, FINRA, Risk Management, Financial Services, Series 24, Securities

Education
Franklin Pierce University   1994 — 1997

Gail Bowen Gail Bowen Greater Boston Area Details
Gail Bowen's Fidelity Investments Experience 1999 - 2004
Job Director, Quality @ Kollsman
Industry Aviation & Aerospace
Experience
Elbit Systems of America, Merrimack (Kollsman, Inc)   2007 - Present
Kollsman Inc  2007 - October 2011
BAE Systems  2004 - 2007
Fidelity Investments   1999 - 2004
Fidelity Investments   1996 - 1999
Cabletron Systems  1992 - 1996

Skills
Testing, Requirements Analysis, Software Quality..., Test Planning, Engineering, Quality Assurance, Process Improvement, Program Management, Software Documentation, Software Engineering, Aerospace, Leadership, Systems Engineering, Integration, Analysis, Embedded Systems, Management, SDLC, Cross-functional Team..., Earned Value Management, Six Sigma

Education
Southern New Hampshire University   1988 — 1990
MBA, Business

Franklin Pierce College   1984 — 1988
Bachelor's Degree, Computer Science

Michelle D'Addario Michelle D'Addario Boston, Massachusetts Details
Michelle D'Addario's Fidelity Investments Experience August 2011 - Present
Job Program Director, Managed Accounts Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2011 - Present

Skills
Series 7, Mutual Funds, Financial Services, Series 63, Securities, Investments, Equities, Certified Scrum Product...

Education
Franklin Pierce University

Jeffrey Stouffer Jeffrey Stouffer Greater New York City Area Details
Jeffrey Stouffer's Fidelity Investments Experience August 2014 - Present
Job Audit Senior Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2014 - Present
Financial Industry Regulatory Authority  December 2003 - July 2014
American Stock Exchange  July 2001 - December 2003
AXA  June 2000 - July 2001

Education
Frostburg State University   1997 — 2000

Christopher Cachat Christopher Cachat Greater Boston Area Details
Christopher Cachat's Fidelity Investments Experience March 2015 - Present
Job Sr. Implementation Mgr. at Fidelity
Industry Financial Services
Experience
Fidelity Investments   March 2015 - Present
SSgA  November 2004 - March 2015
State Street Corporation  September 2000 - November 2004

Skills
Equities, Fixed Income, Investments, Mutual Funds, Financial Services, Asset Management, Hedge Funds, Bloomberg, Financial Analysis, Derivatives, Securities, Risk Management, Business Analysis, Investment Banking

Education
Lasell College   2013 — 2016
Master of Science (M.S.), Project Management

Franklin Pierce University   1996 — 2000
Bachelor's of science, International Business

Ralph Poirier Ralph Poirier Providence, Rhode Island Area Details
Ralph Poirier's Fidelity Investments Experience October 2013 - Present
Job VP Cash Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2013 - Present
Fidelity Investments   September 2006 - September 2013
National Financial  January 2004 - August 2006
National Financial  April 1998 - December 2003
Citibank  1994 - 1998
Bay View Federal Bank   January 1993 - December 1994
Eastern Bank  January 1990 - December 1992

Skills
Risk, Brokerage, Risk Management, Financial Risk, Investments, Credit Risk, Equities, Fixed Income, Financial Services, Series 7, Derivatives, Securities, Options, Portfolio Management, Operational Risk, Operational Risk..., Banking, Vendor Management, Alternative Investments, Market Risk, Mutual Funds, Finance, Capital Markets, Relationship Management, Leadership, Analysis

Education
Franklin Pierce College
Bachelor of Arts (B.A.), Accounting

Chris Stamoulis Chris Stamoulis Greater Boston Area Details
Chris Stamoulis's Fidelity Investments Experience Release EngineerPaymentech1997 - 1999
Job Principal Quality Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   Release EngineerPaymentech1997 - 1999

Education
Franklin Pierce University   1997 — 2004

Jennifer Slowikowski Jennifer Slowikowski Greater Boston Area Details
Jennifer Slowikowski's Fidelity Investments Experience April 2014 - Present
Job Equity Compensation Guidance and Planning, CFP®, ADPA®
Industry Financial Services
Experience
Fidelity Investments   April 2014 - Present
Fidelity Investments   August 2006 - April 2014
Fidelity Investments   September 2004 - August 2006

Skills
Accredited Domestic..., Equity Compensation, Black-Scholes, Certified Financial..., Financial Services, Securities, Series 7, Series 63, Financial Planning

Education
Franklin Pierce University
BS, Finance

Nathan Lamb Nathan Lamb Dallas/Fort Worth Area Details
Nathan Lamb's Fidelity Investments Experience January 2012 - Present
Job Transactions Processor at Fidelity Investments
Industry Medical Devices
Experience
Fidelity Investments   January 2012 - Present
Massage Envy  May 2011 - December 2012
JPMorgan Chase  October 2008 - April 2011
Lab Corp  April 2008 - July 2008
Southwest Alliance of Asset Managers   April 2004 - September 2007

Skills
Swedish, Invoicing, Time Management

Education
Full Sail University   2003 — 2003
Associate of Arts (A.A.), Recording Arts

Oklahoma Christian University   1999 — 2002
BS, Liberal Studies: Art, Music, Bible

Dwight Norris Dwight Norris Watertown, Massachusetts Details
Dwight Norris's Fidelity Investments Experience November 2014 - Present
Job QA Tester at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   November 2014 - Present
Raytheon  August 2008 - July 2014
Anystream  January 2007 - May 2008
Corsec Security  May 2006 - November 2006
James Madison University  September 2004 - May 2006
James Madison University  May 2001 - May 2004
Fort Meade Army Base   June 2001 - September 2001

Skills
Testing, Quality Assurance, Unix, HTML, Microsoft Office, XML, Software Quality..., Windows, Operating Systems, Java, OS X, Technical Writing, JavaScript, Software Documentation, CSS, Manual Testing, Security, Microsoft Excel, Security Clearance, Media & Entertainment, Mac, Documentation, Network Security, Word, Microsoft Word, Windows XP, Telelogic DOORS, Software Quality, TCP/IP, Web Development, DoD, Technical Support, FrameMaker, Help Desk Support, Hardware, RoboHelp, Python

Education
Free Code Camp   2015 — 2016
Full Stack Web Development, Computer Software Engineering

James Madison University   1999 — 2004
Bachelor's Degree, Technical and Scientific Communication

Susan Johnson, PMP Susan Johnson, PMP Greater Boston Area Details
Susan Johnson, PMP's Fidelity Investments Experience April 2007 - February 2009
Job Project Manager at Knowledgent
Industry Internet
Experience
Queen Associates  September 2015 - Present
Knowledgent  March 2015 - June 2015
IDG Global Solutions  March 2010 - February 2014
Fidelity Investments   April 2007 - February 2009
Dow Jones  February 2006 - December 2006
Madavor Media LLC   December 2004 - February 2006
Reed Business Information  June 1997 - December 2004
American Speedy Printing  1995 - 1997
QUALIPRINT GRAPHIX   1994 - 1995
Printing Plus  1992 - 1994

Skills
Project Management, Product Development, Account Management, B2B, Integrated Marketing, Lead Generation, Email Marketing, Digital Marketing, Online Advertising, Management, Budgets, Digital Strategy, Direct Marketing, Digital Media

Education
PROJECT MANAGEMENT INSTITUTE   2014 — 2014
Program Management Professional Certification

Future Media Concepts   2009 — 2010
Certificate, Adobe Desktop Publishing & Web Design Master Course

Franklin Pierce College   1988 — 1992
Bachelor of Arts (B.A.), Graphic Communications

Old Rochester Regional HS

Mindy Maville Mindy Maville Greater Boston Area Details
Mindy Maville's Fidelity Investments Experience July 2015 - Present
Job Computer Software Professional
Industry Computer Software
Experience
Fidelity Investments   July 2015 - Present
Geek Squad  August 2014 - July 2015
Kearsarge Regional School District  2007 - 2010

Skills
Computers, Software Design, Software Installation, Computer Repair, Computer Maintenance, Computer Proficiency, Website Development, Website Updating, Google Website Optimizer, Database Administration, Database Design, Document Drafting, Forms Development, Office Administration, Administrative..., Customer Service, Microsoft Office, Hardware, Training

Education
Franklin Pierce University   2005 — 2008
Bachelor's degree, Computer and Information Sciences and Support Services

Lynne Starry Lynne Starry Greater Boston Area Details
Lynne Starry's Fidelity Investments Experience December 2013 - Present
Job Analyst, Process Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2013 - Present

Skills
Visio, Vendor Management, Process Improvement, Business Analysis, Project Management, Funding Governance, Facilitation

Education
Franklin Pierce University
MBA, Information Technology Management

Franklin Pierce College   2006 — 2009
BS Management

Cynthia Michaels Cynthia Michaels Greater Boston Area Details
Cynthia Michaels's Fidelity Investments Experience 2011 - March 2015
Job Assistant Statewide Payroll Manager at State of New Hampshire
Industry Accounting
Experience
State of New Hampshire  March 2015 - Present
Fidelity Investments   2011 - March 2015
Fidelity Investments   2006 - 2011
Fidelity Investments   2005 - 2006
Fidelity Investments   2004 - 2005
High Mowing School  2001 - 2004
Cirtronics Corporation  2000 - 2001
Freelance Writer, Editor, Creative Thinker   1994 - 1999
The Beckley Group / Vista Futures   1984 - 1987
Perry County Cheese Company   1982 - 1984

Skills
Customer Service, Microsoft Office, Microsoft Excel, Project Management, Leadership, Business Analysis, Strategic Planning, Financial Analysis, Risk Management, Process Improvement, Sales, Microsoft Word, Analysis

Education
Southern New Hampshire University   2015 — 2018
Currently Enrolled -- Masters of Science, Accounting / Taxation

Franklin Pierce University   2002 — 2008
Bachelor of Science, Accounting, GPA 3.15

Peter Aldrich Peter Aldrich Greater Boston Area Details
Peter Aldrich's Fidelity Investments Experience 2003 - July 2005
Job Chief Operating Officer at RxAnte, LLC
Industry Hospital & Health Care
Experience
RxAnte, LLC  August 2014 - Present
RxAnte, LLC  June 2013 - July 2014
Health Dialog  October 2011 - May 2013
Health Dialog  July 2005 - October 2011
Fidelity Investments   2003 - July 2005

Skills
Process Engineering, Strategic Planning, Operations Management, Budgeting, Contract Negotiation, Budgets, Management, Leadership, Program Management, Strategy, Organizational..., Mergers & Acquisitions, Project Planning, Human Resources, Product Development, Business Development, Vendor Management, Analysis, Analytics, Cross-functional Team..., Business Strategy, Process Improvement, PMO, Executive Management, Healthcare, Change Management, Business Analysis, P&L Management, Healthcare Information...

Education
Franklin Pierce College   1998 — 2000
MBA, Leadership

Saint Anselm College   1995 — 1998
BA, Sociology

Peg Daneau, PMP, CPP Peg Daneau, PMP, CPP Raleigh-Durham, North Carolina Area Details
Peg Daneau, PMP, CPP's Fidelity Investments Experience June 2004 - January 2015
Job HR/Payroll Implementation Consultant Certified in Workday HCM & Payroll
Industry Information Technology and Services
Experience
OneSource Virtual  January 2015 - Present
Fidelity Investments   June 2004 - January 2015
Fidelity HR Services  2004 - January 2015
City of Concord, NH  August 1998 - May 2004

Skills
Requirements Analysis, Business Analysis, Requirements Gathering, Project Management, SDLC, Business Requirements, Process Improvement, Risk Management, Visio, Waterfall, Vendor Management, Software Project...

Education
Franklin Pierce College   2002 — 2004
MBA, Business Administration, Management and Operations

Frank Boate', CPE, CFM Frank Boate', CPE, CFM Raleigh-Durham, North Carolina Area Details
Frank Boate', CPE, CFM's Fidelity Investments Experience DirectorCIGNA1993 - 2004
Job Senior Director, Data Center Engineering
Industry Financial Services
Experience
Fidelity Investments   DirectorCIGNA1993 - 2004

Skills
Data Center, Vendor Management, Integration, Product Management, Process Improvement, Troubleshooting, Solution Selling, Program Management, Project Management, Business Continuity, Telecommunications, Outsourcing, Disaster Recovery, Cross-functional Team..., Change Management, Management, Business Analysis, Operations Management, Project Planning, Team Leadership, Contract Negotiation, Leadership, Product Marketing, Team Building, Cloud Computing, MS Project, Strategy, Strategic Planning, Risk Management, Strategic Partnerships

Education
Franklin University
BS, Electronic Engineering

Matt Pennington Matt Pennington Toronto, Canada Area Details
Matt Pennington's Fidelity Investments Experience May 2010 - Present
Job Digital Media Specialist
Industry Broadcast Media
Experience
Fidelity Investments   May 2010 - Present
The Factory  December 2008 - September 2011
q media solutions  November 2007 - August 2009

Skills
Video Editing, Digital Media, New Media, Post Production, Media Production, Sound, Camera Operating, Video, Video Production, HD Video, Final Cut Pro, Avid Symphony, Color Grading, Sorenson Squeeze, Camera Operation, Cinematography, Video Compression, Online Video, Final Cut Studio, Directing, Short Films, Sound Design, Broadcast, Editing, Television, Content Strategy, Teaching, Workshop Facilitation, Documentaries

Education
Full Sail University   2000 — 2002
Associate of Science (A.S.), Film & Video Production

The University of Georgia   1995 — 1999
B.A., English, Film Studies

Bernie Dudley Bernie Dudley Greater Boston Area Details
Bernie Dudley's Fidelity Investments Experience September 2004 - September 2005
Job Sr. Inside Wholesaler at FidelityInvestment Life Insurance Co
Industry Financial Services
Experience
FidelityInvestment Life Insurance Co   Sr. Inside WholesalerFidelity Investments Life Insurance Co.2005 - Present
Fidelity Investments   September 2004 - September 2005
Weathervane Financial   August 2000 - March 2004
Dudley Financial Services   March 1983 - July 1995

Education
Merrimack College   2004 — 2006
CFP, financial planning

Franklin Pierce University   1995 — 1998
BS, Finance/Accounting

Rick Ranker Rick Ranker Providence, Rhode Island Area Details
Rick Ranker's Fidelity Investments Experience September 1993 - Present
Job Senior Contracts Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 1993 - Present

Education
Frostburg State University   1973 — 1977
BS, Psychology

Fort Hill High School

Jerry Brunt Jerry Brunt Greater Boston Area Details
Jerry Brunt's Fidelity Investments Experience April 2007 - October 2007
Job Senior Customer Portfolio Representative Customer Portfolio Management at CA Technologies
Industry Computer Software
Experience
CA Technologies  July 2014 - Present
CA Technologies  October 2007 - Present
Fidelity Investments   April 2007 - October 2007
Fidelity Investments   May 2000 - April 2007
Northeast Retirement Services  1998 - 2000
State Street  1997 - 1998
KPMG  1995 - 1997

Skills
Team Leadership, Account Management, Portfolio Management, Enterprise Software, Sales Presentations, Salesforce.com, Data Conversion, Contract Negotiation, Project Management, Financial Services, Sales

Education
Franklin Pierce University   1988 — 1992
BS, Accounting

Sherry Harding, MS, SPHR, SHRM-SCP Sherry Harding, MS, SPHR, SHRM-SCP Greater Boston Area Details
Sherry Harding, MS, SPHR, SHRM-SCP's Fidelity Investments Experience August 2007 - December 2008
Job Vice President of Human Resources at Community Bridges
Industry Human Resources
Experience
Community Bridges  June 2014 - Present
Community Bridges  February 2009 - Present
Fidelity Investments   August 2007 - December 2008
New Hanover Regional Medical   November 2006 - July 2007
Catholic Medical Center  March 2000 - November 2006
NimCor, Inc   March 1996 - March 2001
Sowerby Healthcare, Inc   August 1992 - March 1996

Skills
Employee Relations, Organizational..., Performance Management, Talent Management, Process Improvement, Strategic Planning, HRIS, New Hire Orientations, Management, Change Management, Policy, Employee Benefits, Team Building, Leadership, Coaching, Mentoring, Customer Service, Benefits Administration, Leadership Development, Succession Planning, Employee Engagement, Onboarding, Hiring, Microsoft Office, Healthcare, Management Development, Payroll, Program Management, Interviews, Benefits, SPHR, Talent Acquisition, Compliance, Budgeting, Conflict Resolution, Interviewing, Workers Compensation, Employment Law, Staff Development, Workforce Planning, Problem Solving, HR Policies, Non-profits, Customer Relations, Training, Human Resources, Recruiting

Education
Southern New Hampshire University   2001 — 2005
Masters, Organizational Leadership

Franklin Pierce University   1995 — 1998
Bachelors, HR Management

Franklin Pierce University   1991 — 1994
Associates, Accounting

Brian Denny Brian Denny Greater San Diego Area Details
Brian Denny's Fidelity Investments Experience January 2005 - December 2005
Job Annuities Specialist at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services  October 2007 - Present
John Hancock Life Ins Co Usa  January 2006 - December 2006
Fidelity Investments   January 2005 - December 2005
Sunlife Financial Services   January 2004 - December 2005
PFPC Global Fund Services  January 1996 - December 2004

Skills
Retirement Planning, Series 7, Investments, Portfolio Management, Retirement, Series 63, Strategic Financial..., Microsoft Excel, Mutual Funds, Securities, Wealth Management, Financial Analysis, •Computer literacy in...

Education
Franklin Pierce University   1988 — 1992
Bachelor of Arts (B.A.), History

Warwick Valley High School   1984 — 1988
Liberal Arts, Liberal Arts and Sciences, General Studies and Humanities

Faye Arrington Faye Arrington Greater Boston Area Details
Faye Arrington's Fidelity Investments Experience 2006 - 2008
Job Sr. Program Manager at Veritude
Industry Information Technology and Services
Experience
Veritude  May 2006 - Present
Fidelity Investments   2006 - 2008
Hewlett-Packard  October 1977 - September 2005
Hewlett Packard  1987 - 2005
HP  1987 - 2005

Education
Franklin Pierce University   1989 — 1990
Business Management

Northeastern University   1980 — 1982
Business Management

Mount Wachusett Community College   1977 — 1980
A.S., Business Education

Sankara Govindarajan Sankara Govindarajan San Francisco Bay Area Details
Sankara Govindarajan's Fidelity Investments Experience February 2004 - April 2007
Job Lead Software Architect at Automation Anywhere
Industry Information Technology and Services
Experience
Automation Anywhere  July 2014 - Present
Valiantica Inc  July 2012 - June 2014
PNC Bank  May 2008 - July 2012
National City Bank  May 2007 - April 2008
Fidelity Investments   February 2004 - April 2007
BCCUSA   September 2000 - January 2004
Sansoft   January 1999 - August 2000

Skills
WCF, .NET, Web Services, SOA, Business Analysis, Software Development, SDLC, LINQ, ASP.NET, VB.NET, Production Support, DotNetNuke, C#, Microsoft SQL Server, Oracle, IIS, Requirements Analysis, PL/SQL, Agile Methodologies, Silverlight, SQL Server, Oracle 10G, UML, ADO.NET, CSS, DHTML, OOAD, XAML, Visual Basic, Software Project..., HTML, Design Patterns, JavaScript, VBScript, NHibernate, WPF, Crystal Reports, XSLT, Enterprise Architecture, Java software..., SaaS, PaaS, MongoDB, RabbitMQ, MSMQ, WebSphere MQ, Zachman, Cloud Computing, Security Authentication, Microsoft Test Manager

Education
Franklin University   2008 — 2010
MS, Computer Science

University of Madras   1996 — 1999
M.C.A, Master of Computer Applications

University of Madras   1993 — 1996
B Sc, Bachelor of Science in Chemistry

Marj Fackovec Marj Fackovec Greater Boston Area Details
Marj Fackovec's Fidelity Investments Experience March 2004 - May 2008
Job Sr. Manager HR Services at EMD Millipore
Industry Human Resources
Experience
EMD Millipore  March 2015 - Present
Agero, Inc.   November 2009 - Present
Fidelity  March 2004 - March 2009
Fidelity Investments   March 2004 - May 2008
National Grange Mutual  July 1999 - March 2004
Timken MPB   1997 - 1998

Skills
HRIS, Payroll, Employee Relations, Budgeting, ADP, Benefits, Benefits Administration, Performance Management, Process Improvement, Vendor Management, Applicant Tracking..., Metrics, Business Process..., Employee Benefits, Onboarding, Business Analysis, Compliance, Vendor Relations, BPO, Crystal Reports, 401k, Software Implementation, Background Checks, HR Policies, Requirements Analysis, Hiring, Data Analysis, Policy, Six Sigma, Employment Law, Interviewing, Problem Solving, Documentation, Human Capital Management, FMLA, Talent Acquisition, Payroll Processing, Administration, HR Strategy, COBRA, Ceridian, Full-cycle Recruiting, ADP Payroll, Payroll Administration, Visio, HR Transformation, Call Center, Open Enrollment, HR Solutions, Benefit Administration

Education
Franklin Pierce University   1993 — 1996
Bachelors, Business Management

Franklin Pierce University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Carrie Marsh Carrie Marsh Greater Boston Area Details
Carrie Marsh's Fidelity Investments Experience February 2007 - February 2009
Job Head Coach Varsity Cheerleading at HollisBrookline High School
Industry Human Resources
Experience
Hollis-Brookline High School  July 2015 - Present
Hollis-Brookline School District (SAU 41)   June 2013 - Present
Milford Mustangs   January 2013 - January 2015
Milford School District - SAU 40   October 2013 - June 2014
Medicus Healthcare Solutions  February 2012 - February 2013
City of Nashua, NH  August 2009 - February 2012
United Way of America  2009 - 2012
Fidelity Investments   February 2007 - February 2009
MarketStar  September 2006 - February 2007
Blockbuster  October 2005 - October 2006

Skills
Customer Service, Employee Relations, Problem Solving, HRIS, Payroll, Recruiting, Microsoft Word, Budgets, Human Resources

Education
Southern New Hampshire University   2009 — 2013
Business Administration: HR management

Franklin Pierce University   2005 — 2006
Music Education

Brent Dooley Brent Dooley Dallas/Fort Worth Area Details
Brent Dooley's Fidelity Investments Experience 2007 - 2007
Job Graphic and Motion Designer
Industry Graphic Design
Experience
Singing Oaks Church of Christ   March 2011 - Present
Fidelity Investments   2007 - 2007

Skills
Photoshop, Illustrator, InDesign, After Effects, Premiere Pro, Word, PowerPoint, Keynote, MediaShout, ProPresenter, Video Editing, Graphic Design, Motion Graphics, Adobe Creative Suite, Facebook, Art, Microsoft Office, Premiere

Education
University of North Texas   1996 — 2000
Radio and Television

Full Sail University
Graphic Design

Shirley Yuan Shirley Yuan Toronto, Canada Area Details
Shirley Yuan's Fidelity Investments Experience 1996 - 1998
Job Senior Business Analyst at Dynamic Funds
Industry Financial Services
Experience
Dundee Wealth  2008 - Present
Invesco Trimark  1998 - 2006
Fidelity Investments   1996 - 1998
Ford Motor Company  1993 - 1996

Skills
Financial Analysis, Financial Modeling, Risk Management, Banking, Mutual Funds, Business Analysis, Equities, Strategic Financial..., Wealth Management, Fixed Income, Securities, Investments, Portfolio Management

Education
Ohio University   1991 — 1993
MA, Int'l Administrative Studies

University of Oregon   1990 — 1991
Courses, Accounting, Finance

Fudan University   1980 — 1984
BA, Int'l studies

Grace Wit Grace Wit San Francisco Bay Area Details
Grace Wit's Fidelity Investments Experience December 2010 - December 2011
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  February 2013 - Present
Dharma Kitchen   January 2012 - January 2013
Fidelity Investments   December 2010 - December 2011
Fidelity Investments   June 2007 - December 2010
Fifth Third Bank  July 2006 - June 2007
Morgan Stanley  March 2005 - May 2006

Skills
Microsoft Excel, Microsoft Office, Insurance, Finance, Manage client..., Client Liaison, Annuity Sales, Equity Trading, Bonds, Salesforce.com, Banking, Mortgage Industry, Money Management

Education
Franklin University
B.S., Computer Science

Tom Eyers ChFC,CMFC, CASL, CRPC, AAMS Tom Eyers ChFC,CMFC, CASL, CRPC, AAMS Greater Denver Area Details
Tom Eyers ChFC,CMFC, CASL, CRPC, AAMS's Fidelity Investments Experience June 2013 - Present
Job Workplace Planning and Guidance Consultant I
Industry Financial Services
Experience
Fidelity Investments   June 2013 - Present
Zeiders Enterprises, Inc  November 2012 - June 2013
USAA  July 2010 - November 2012
M.J. Smith & Associates   January 2008 - January 2010
TIAA-CREF  July 1998 - February 2008
GREAT WEST LIFE AND ANNUITY INSURANCE COMPANY  May 1996 - July 1998
JANUS SERVICE CORPORATION   July 1995 - May 1996

Skills
Investments, Retirement Planning, Annuities, Asset Management, Mutual Funds, Insurance, Wealth Management, Financial Planning, Pensions, Risk Management, Series 7, Retirement, Series 66, Investment Strategies, Annuity, Insurance Planning, Series 63, Customer Relations, Asset Allocation, 401k, Securities, Customer Service, Financial Analysis, Budgeting, Strategic Financial..., Finance, Fixed Annuities, Life Insurance, Financial Planners, Financial Advisory, Portfolio Management, Investment Advisory, Personal Financial..., Personal Finance, Financial Services, Leadership, Relationship Management, Management, Strategic Planning, Analysis

Education
AAMS, College for Financial Planning   2011 — 2011

CRPC, College for Financial Planning   2011 — 2011

CASL, The American College   2007 — 2007

ChFC, The American College   2005 — 2005

CMFC, College for Financial Planning   1999 — 1999

Frostburg State University   1983 — 1987
Bachelor of Science, Business Administration; Economics, Finance & General Business

Winston Churchill High School   1980 — 1983

Tracey C. O'Neill, MNMJ Tracey C. O'Neill, MNMJ Providence, Rhode Island Area Details
Tracey C. O'Neill, MNMJ's Fidelity Investments Experience 2000 - 2001
Job EditorMultimedia JournalistProducerCoastal Reporter
Industry Online Media
Experience
TraceyC-Media.com, TraceyC_Online   2011 - Present
Freelance Editor/Reporter/Photojournalist   2010 - Present
SUN Publishing Co.   April 2015 - September 2015
Cranston Herald, Johnston Sunrise   June 2013 - September 2013
GoLocalProv  April 2013 - June 2013
RI Central Newspapers   April 2012 - April 2013
Jamestown Press   2011 - 2012
Patch.com  2010 - 2012
State of Rhode Island & Providence Plantations   2009 - 2010
Fidelity Investments   2000 - 2001

Skills
Digital Media, New Media, News Writing, Investigative Reporting, Marketing, Photography, Social Media, Entertainment, Fundraising, Publications, Editing, Copy Editing, Event Management, Writing, Media Relations, Journalism, Online Social Networking, Breaking News, Video, Multimedia, Press Releases, Web Design, Legal Writing, Research, Feature Articles, Newsletters, Copywriting, AP Style, Facebook, Proofreading, Social Media Marketing, social media networking, Ghostwriting, Political Consulting, Social Networking, Blogging, Public Relations, Public Speaking, Newspapers, Event Planning, Content Development, Nonprofits, Marketing Communications, SEO, Community Outreach, Strategic Communications, Interviews, Leadership, Strategic Planning

Education
Full Sail University   2013 — 2014
Master of Arts (MA), New Media Journalism

Kaplan University   2011 — 2013
B.S. Paralegal Studies, Legal Studies

Kaplan University   2009 — 2011
A.S. Paralegal Studies, Legal Studies

CHS

April Odom April Odom Greater Atlanta Area Details
April Odom's Fidelity Investments Experience September 2010 - January 2011
Job Broadcast Media Professional
Industry Motion Pictures and Film
Experience
Lifetouch  August 2011 - October 2012
Chase Nelson Casting   February 2011 - February 2011
Fidelity Investments   September 2010 - January 2011
Gap Inc.  October 2008 - September 2010
WXII News   August 2009 - November 2009
Camp Pinnacle  June 2009 - August 2009
Greensboro Children’s Museum  January 2007 - April 2007

Skills
Television, Broadcast, Writing, Editing, Production, Video, Photography

Education
Full Sail University   2011 — 2012
New Media Journalism, New Media Journalism

University of North Carolina at Greensboro   2007 — 2009
Media Studies, Film and Video Production

North Carolina A&T State University   2002 — 2007
Journalism and Mass Communication, Public Relations

Christopher Cordeiro, CIMA® Christopher Cordeiro, CIMA® West Newbury, Massachusetts Details
Christopher Cordeiro, CIMA®'s Fidelity Investments Experience May 2015 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2015 - Present
Santander Investment Services  April 2014 - April 2015
Citizens Investment Services  December 2012 - April 2014
UBS Financial Services, Inc.   September 1999 - November 2012
Fleet Bank  August 1998 - August 1999
Scudder Investments  January 1997 - August 1998
American Express Financial Advisors  January 1996 - January 1997
Lord & Taylor  September 1993 - January 1996
Thomas James Associates  June 1993 - August 1993

Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investment Advisory, 401k, Alternative Investments, Series 65, Asset Management, Retirement, Separately Managed..., Wealth Management..., Financial Advisory, ETFs, Fixed Income, Portfolio Management, Strategic Financial..., Personal Financial..., 401k Rollovers, Investment Strategies, Investments, Investment Management

Education
Franklin Pierce University   1988 — 1993
BS, Business Management

Michael Caterbone Michael Caterbone Miami/Fort Lauderdale Area Details
Michael Caterbone's Fidelity Investments Experience December 2012 - December 2013
Job Vice President at Forethought Investments
Industry Financial Services
Experience
Forethought Financial Group, Inc.   January 2014 - Present
Fidelity Investments   December 2012 - December 2013
Global Benefits Group   April 2010 - December 2012
Lincoln Financial Distributors  August 2007 - April 2010
AIM/Invesco   January 1997 - August 2007
SunAmerica Financial Group  June 1996 - December 1997
Case Management  February 1994 - March 1995
Mackenzie Ivy Funds   January 1993 - January 1994
Miami Dolphins/Ottawa Rough Riders   September 1984 - August 1988

Skills
Disability Insurance, Insurance, Sales, Marketing Strategy, Mutual Funds, Liability, Asset Management, Fixed Annuities, Employee Benefits, CRM, ETFs, New Business Development, Portfolio Management, Relationship Management, Risk Management, Strategic Planning, Health Insurance, Account Management, Series 63, Customer Service, Product Development, Strategy, Selling, Coaching, Sales Management, Claim, Marketing, Business Development, Underwriting, Sales Operations, Reinsurance, Leadership, Business Strategy, Team Building, Management, Series 6, Series 7, Financial Services, 401k, Health Savings Accounts, Retirement Planning, Investments, Retirement, Alternative Investments, Wealth Management, Property & Casualty..., Business Planning, Negotiation, Life Insurance, Brokers

Education
Franklin & Marshall College   1980 — 1985
BA in Business Administration

Tom Cameron Tom Cameron New York, New York Details
Tom Cameron's Fidelity Investments Experience November 1993 - February 2000
Job Executive Director UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management  March 2005 - Present
UBS Global Asset Management  January 2001 - March 2005
Grant Street Group (MuniAuction)   February 2000 - January 2001
Fidelity Investments   November 1993 - February 2000
Connecticut Health and Educational Facilities Authority   1989 - 1993
Aldin Associates Limited Partnership   1985 - 1989

Skills
Fixed Income, Municipal Bonds, Cash Management, Offshore Investments, Global Investment..., Fixed Income Strategies, Sales Management, Institutional Sales, Wealth Management..., Series 7, Series 24, Series 63

Education
Franklin Pierce College   1981 — 1985
BS, Marketing

Joshua Blodgett Joshua Blodgett Auburn, Massachusetts Details
Joshua Blodgett's Fidelity Investments Experience August 2012 - March 2013
Job Patient Services Representative at Aspen Dental
Industry Hospital & Health Care
Experience
Aspen Dental Management, Inc. (ADMI)   March 2015 - Present
Aspen Dental Management, Inc. (ADMI)   March 2014 - Present
Fidelity Investments   August 2012 - March 2013
Jumoke Academy Charter School  August 2011 - June 2012
Northeast Behavioral Health  November 2010 - August 2011
CDM Smith  2010 - 2011
Hunter Writers Centre   July 2008 - November 2008
Sturbridge Department of Public Works   June 2007 - August 2007

Skills
Creative Direction, Leadership, Integrated Marketing, Negotiation, PowerPoint, Program Management, Psychology, Research, Social Media, Customer Service, Facebook, Healthcare, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Word, Public Speaking, Sales

Education
University of Connecticut   2006 — 2009
BA, English

Franklin Pierce University   2005 — 2006
Vocal Performance

matt norcross matt norcross Greater Boston Area Details
matt norcross's Fidelity Investments Experience October 2008 - May 2011
Job Traffic Bureau
Industry Law Enforcement
Experience
Newton Police Department  April 2014 - Present
The Bardin Group   August 2012 - June 2013
Fred V. Fowler   November 2011 - August 2012
Fred V. Fowler   June 2011 - October 2011
Fidelity Investments   October 2008 - May 2011
Camp Avoda  July 2001 - August 2008
Superior Automotive Warehouse   September 2007 - June 2008

Education
Franklin Pierce University   2003 — 2007
Bachelor of Arts (B.A.), Criminal Justice Major-- Sociology Minor

Newton South High School   1999 — 2002

Peter Moon Peter Moon Greater Los Angeles Area Details
Peter Moon's Fidelity Investments Experience December 2009 - March 2011
Job VP, Technology Banking at Square 1 Bank
Industry Venture Capital & Private Equity
Experience
Square 1 Bank  May 2011 - Present
Square 1 Bank  May 2012 - March 2013
Square 1 Bank  May 2011 - May 2012
Fidelity Investments   December 2009 - March 2011
Fidelity Investments   October 2008 - December 2009
Duke University Medical Center  June 2007 - August 2007
Duke University Medical Center  June 2004 - August 2004

Skills
Asset Allocation, Portfolio Management, Microsoft Excel, Mutual Funds, Accounting, Budgets, Analysis, Valuation, Financial Modeling, Retirement Planning, Finance, Investments, Bloomberg, Corporate Finance, Financial Analysis, Private Equity, Equities, Fixed Income

Education
Franklin & Marshall College   2004 — 2008
Business and Administration, Finance, Economics, Portfolio Management

Franklin & Marshall College   2004 — 2008
Bachelor of Arts, Major; Business & Organizations and Society

Viviana Ruge Viviana Ruge United States Details
Viviana Ruge's Fidelity Investments Experience November 2013 - May 2014
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Nichols College  March 2011 - Present
Fidelity Investments   November 2013 - May 2014
Raytheon  May 2012 - August 2012
Nichols College  August 2010 - May 2012
W.B. Mason   May 2011 - January 2012
Vincent's Auto Transport   May 2007 - August 2011

Skills
Management, Accounting, Finance, International Business, Financial Modeling, Microsoft Excel, Business Development, Portfolio Management, Investments, Mutual Funds, PowerPoint, Time Management, QuickBooks, Microsoft Office, Microsoft Word, Facebook, Public Speaking, Leadership

Education
Nichols College   2009 — 2013
Bachelor of Science (B.S.), Finance and International Business

Fudan University   2012 — 2012
Finance and International Business

Jacqueline Fredette Jacqueline Fredette Salem, New Hampshire Details
Jacqueline Fredette's Fidelity Investments Experience March 2013 - May 2013
Job Accounts Payable Specialist at Nora Systems
Industry Building Materials
Experience
nora systems, Inc.   August 2015 - Present
Masimo Semiconductor   January 2015 - June 2015
BAE Systems  March 2014 - March 2014
Anthem  February 2014 - February 2014
Balance Staffing  August 2013 - September 2013
Fidelity Investments   March 2013 - May 2013
Siemens Industry US  January 2013 - March 2013
Fidelity Investments   November 2012 - December 2012
Safran MorphoTrust USA   April 2011 - April 2012
Aware, Inc.   January 2005 - June 2010

Skills
Accounts Payable, Great Plains Software, Oracle, SAP, General Ledger, Account Reconciliation, EDI Billing Specialist, Financial Reporting, Microsoft Excel, Accruals, Microsoft Dynamics, Auditory Processing, Outlook, Internal Audit, Microsoft Office, Process Improvement, Microsoft Dynamics GP

Education
Franklin Pierce University
Bachelor of Science (BS), Management of Computer Information Systems

Sandra Griffon Sandra Griffon Salem, New Hampshire Details
Sandra Griffon's Fidelity Investments Experience 1996 - 2012
Job Senior Legal Executive Assistant
Industry Investment Management
Experience
Beacon Trust Company  September 2012 - Present
Fidelity Investments   1996 - 2012
The Network, Inc.   1992 - 1995

Skills
Typing, Shorthand, Microsoft Office, Accounting, Contract Negotiation, Contract Management, Human Resources, Business Communications, Governmental Affairs, Event Planning, Executive Management, Travel Planning, Project Management, Speech Writing, Time Management, Organizational..., Foreign Languages, Interpersonal Skill, Close Attention to..., Diligent, Dependable Team Player, Reliability, Space-planning, Expense Reports, Invoicing, Purchase Orders, Resource Management, Legal Research, Legal Assistance

Education
Franklin Pierce College
Bachelor of Science (B.S.), Computer Science

Franklin Pierce College
Bachelor of Science (BS), Business Administration and Management, General

Katharine Gibbs School (Boston)
Secretarial Certification

Northern Essex Community College
Associate of Science (A.S.), Business Administration and Management, General

Rivier College
Paralegal Certification

Cheryl Hobbs (Barnhart) Cheryl Hobbs (Barnhart) Greater Boston Area Details
Cheryl Hobbs (Barnhart)'s Fidelity Investments Experience June 2005 - July 2007
Job Associate Project Coordinator at Liberty Mutual Insurance
Industry Human Resources
Experience
Liberty Mutual Insurance  July 2013 - Present
Nashua Housing Authority   July 2008 - July 2013
Fidelty Investments   July 2007 - June 2008
Fidelity Investments   June 2005 - July 2007
New England Financial/MetLife  1999 - 2004

Skills
Onboarding, Employee Benefits, Benefits Administration, Management, Human Resources, Policy, Leadership, Public Speaking, Insurance, Process Improvement, Team Building, Project Management, Customer Service, Marketing, Strategic Planning, Program Management

Education
Franklin Pierce College
Bachelor's degree, Marketing

Amy Wainscott Amy Wainscott Newport, Kentucky Details
Amy Wainscott's Fidelity Investments Experience January 2006 - September 2009
Job Sales Professional New Construction
Industry Architecture & Planning
Experience
LifeCenter Organ Donor Network  December 2011 - October 2012
Fifth Third Bank  April 2010 - December 2011
Fidelity Investments   January 2006 - September 2009
Macy's  March 2002 - October 2005
Mt. Carmel Baptist Church  November 2002 - July 2005
ERLANGER BAPTIST CHURCH   March 2002 - November 2002
RONALD BLUE & COMPANY, LLC   January 2001 - May 2001
Fidelity Investments   September 1997 - February 2001

Skills
Creative Writing, Finance, Investment Management, World Religions, Health Insurance, Life Insurance, Cosmetics, Stocks, Mutual Funds, Problem Solving, Customer Service, Customer Engagement, Youth Ministry, Etiquette, Leadership, Healthcare, Sales

Education
Furman University   1995 — 1997
Bachelor of Arts, Religion/Religious Studies

University of Kentucky   1993 — 1995

Stacey Rothchild Stacey Rothchild Tampa/St. Petersburg, Florida Area Details
Stacey Rothchild's Fidelity Investments Experience January 2001 - October 2003
Job Analyst at Humana
Industry Insurance
Experience
Humana  July 2015 - Present
UMass Memorial Medical Center  October 2013 - July 2015
UMass Memorial Medical Center  June 2011 - October 2013
UMass Memorial Medical Center  October 2003 - June 2011
Fidelity Investments   January 2001 - October 2003
CIGNA Healthcare  January 2000 - January 2001
CIGNA Healthcare  August 1999 - January 2000

Education
Franklin Pierce College   1998 — 2000
Master of Business Administration (MBA)

University of New Hampshire   1989 — 1993
Bachelor of Science (BS)

Cassie Crawford-Eckel Cassie Crawford-Eckel Weare, New Hampshire Details
Cassie Crawford-Eckel's Fidelity Investments Experience February 2008 - July 2009
Job Human Resources Team Lead at Target
Industry Retail
Experience
Target  October 2013 - Present
Target  October 2010 - Present
Fidelity Investments   February 2008 - July 2009
Unitil  November 1998 - May 2006

Skills
Payroll, Schedules, Performance Management, Hiring, Multi Tasking, Accounting, Office Administration, Customer Service, Microsoft Office, Organization, Human Resources, Personal Development, Supply Ordering, Bookkeeping, Employee Benefits, Interviews, Public Speaking, Employee Training, Onboarding, Job Evaluation

Education
Franklin Pierce University   1998 — 2002
Bachelor of Science (BS), Accounting

Jennifer Featherston Jennifer Featherston Fort Worth, Texas Details
Jennifer Featherston's Fidelity Investments Experience February 2011 - Present
Job
Industry Financial Services
Experience
Fidelity Investments   February 2011 - Present

Skills
Microsoft Office, Research, Leadership, Training, Microsoft Word, English, Process Improvement, Windows, Outlook

Education
Fullerton College

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