Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Raj Sheth Raj Sheth's Fidelity Investments Experience June 2002 - August 2002
Job CEO & CoFounder at recruiterbox.com
Industry Computer Software
Experience
Recruiterbox.com March 2011 - Present
Couple bombed startups July 2006 - March 2011
EMC Corporation June 2003 - June 2006
Fidelity Investments June 2002 - August 2002
Fidelity Investments June 2001 - August 2001
Skills
Business Development, Venture Capital, Entrepreneurship, Management, E-commerce, SEO, Business Planning, Start-ups, Product Development, Recruiting, Business Strategy, Strategy, Social Media Marketing, Finance, Portfolio Management, Sales, Strategic Partnerships, Market Research, Mobile Applications, Web Applications, Product Management
Education
Babson College 1999 — 2003
BS, Entrepreneurship, Finance
Recruiterbox.com March 2011 - Present
Couple bombed startups July 2006 - March 2011
EMC Corporation June 2003 - June 2006
Fidelity Investments June 2002 - August 2002
Fidelity Investments June 2001 - August 2001
Skills
Business Development, Venture Capital, Entrepreneurship, Management, E-commerce, SEO, Business Planning, Start-ups, Product Development, Recruiting, Business Strategy, Strategy, Social Media Marketing, Finance, Portfolio Management, Sales, Strategic Partnerships, Market Research, Mobile Applications, Web Applications, Product Management
Education
Babson College 1999 — 2003
BS, Entrepreneurship, Finance
James Motsinger's Fidelity Investments Experience June 2013 - December 2013
Job Asset Management Intern at Fidelity Investments
Industry Financial Services
Experience
Morrissey Goodale LLC August 2012 - Present
Fidelity Investments June 2013 - December 2013
Puma January 2013 - May 2013
Vector Marketing December 2010 - August 2011
Finetouch Laptop Art September 2010 - April 2011
Skills
Financial Analysis, Management, Mergers & Acquisitions, Bloomberg Terminal, Microsoft Excel, Corporate Finance, Microsoft Office..., Investments, Equities, Valuation, Strategic Financial..., Financial Services, Finance, Financial Reporting, Quantitative Research, Accounting
Education
Babson College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Langham Creek High School
Morrissey Goodale LLC August 2012 - Present
Fidelity Investments June 2013 - December 2013
Puma January 2013 - May 2013
Vector Marketing December 2010 - August 2011
Finetouch Laptop Art September 2010 - April 2011
Skills
Financial Analysis, Management, Mergers & Acquisitions, Bloomberg Terminal, Microsoft Excel, Corporate Finance, Microsoft Office..., Investments, Equities, Valuation, Strategic Financial..., Financial Services, Finance, Financial Reporting, Quantitative Research, Accounting
Education
Babson College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Langham Creek High School
William Armenta William Armenta's Fidelity Investments Experience 2006 - 2010
Job Head of Strategic Partnerships at Addepar
Industry Financial Services
Experience
Addepar 2012 - 2015
Goldman Sachs 2010 - 2012
Fidelity Investments 2006 - 2010
Bingham Legg Advisers 2004 - 2005
Skills
Prime Brokerage, Security Operations, Portfolio Management, Asset Allocation, Tactical Asset..., Due Diligence, Account Management, Wealth Management, Spanish-speaking, Product Development, Sales, Series 7, Series 63, Hedge Funds, Financial Modeling
Education
Babson College 2002 — 2006
BS, Business Management, Finance, Entrepreneurship
Universidad Pontificia de Salamanca
Economy of European Union
Addepar 2012 - 2015
Goldman Sachs 2010 - 2012
Fidelity Investments 2006 - 2010
Bingham Legg Advisers 2004 - 2005
Skills
Prime Brokerage, Security Operations, Portfolio Management, Asset Allocation, Tactical Asset..., Due Diligence, Account Management, Wealth Management, Spanish-speaking, Product Development, Sales, Series 7, Series 63, Hedge Funds, Financial Modeling
Education
Babson College 2002 — 2006
BS, Business Management, Finance, Entrepreneurship
Universidad Pontificia de Salamanca
Economy of European Union
Taylor Chartier's Fidelity Investments Experience November 2013 - Present
Job Senior Account Supervisor at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments November 2013 - Present
Her Campus May 2011 - September 2013
BzzAgent January 2010 - May 2011
Hill, Holliday September 2008 - December 2008
Neiman Marcus June 2008 - August 2008
Wolverine World Wide May 2007 - July 2007
Skills
Social Media, Brand Management, Facebook, Marketing, Public Relations, Editing, Sales, Google Analytics, DoubleClick for..., Twitter, Instagram, Pinterest, Client Development, Analysis, Entrepreneurship, Leadership
Education
Babson College 2005 — 2009
B.S., Cum Laude, Business Management: Marketing
Fidelity Investments November 2013 - Present
Her Campus May 2011 - September 2013
BzzAgent January 2010 - May 2011
Hill, Holliday September 2008 - December 2008
Neiman Marcus June 2008 - August 2008
Wolverine World Wide May 2007 - July 2007
Skills
Social Media, Brand Management, Facebook, Marketing, Public Relations, Editing, Sales, Google Analytics, DoubleClick for..., Twitter, Instagram, Pinterest, Client Development, Analysis, Entrepreneurship, Leadership
Education
Babson College 2005 — 2009
B.S., Cum Laude, Business Management: Marketing
Craig Anzlovar, CFA Craig Anzlovar, CFA's Fidelity Investments Experience June 2012 - November 2014
Job Fixed Income Client Portfolio Manager at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments November 2014 - Present
Fidelity Investments June 2012 - November 2014
PYRAMIS GLOBAL ADVISORS (FIDELITY INVESTMENTS) March 2006 - June 2012
PYRAMIS GLOBAL ADVISORS (FIDELITY INVESTMENTS) April 2005 - March 2006
FIDELITY INVESTMENTS February 2001 - April 2005
State Street August 2000 - February 2001
Skills
Investments, Fixed Income, Client Relations Skills, Product Management, Portfolio Management, Mutual Funds, Series 7, Series 63, Financial Services, Asset Allocation, Alternative Investments, Securities, Equities, Bloomberg, Hedge Funds, Asset Management, Investment Strategies, Investment Management, Wealth Management, ETFs, FINRA, Retirement, Investment Advisory, Bonds
Education
Babson College 2003 — 2005
M.B.A
Fairfield University 1996 — 2000
B.S., Business
Pioneer Investments November 2014 - Present
Fidelity Investments June 2012 - November 2014
PYRAMIS GLOBAL ADVISORS (FIDELITY INVESTMENTS) March 2006 - June 2012
PYRAMIS GLOBAL ADVISORS (FIDELITY INVESTMENTS) April 2005 - March 2006
FIDELITY INVESTMENTS February 2001 - April 2005
State Street August 2000 - February 2001
Skills
Investments, Fixed Income, Client Relations Skills, Product Management, Portfolio Management, Mutual Funds, Series 7, Series 63, Financial Services, Asset Allocation, Alternative Investments, Securities, Equities, Bloomberg, Hedge Funds, Asset Management, Investment Strategies, Investment Management, Wealth Management, ETFs, FINRA, Retirement, Investment Advisory, Bonds
Education
Babson College 2003 — 2005
M.B.A
Fairfield University 1996 — 2000
B.S., Business
Tracey Miller's Fidelity Investments Experience 2007 - October 2013
Job Project Manager/Retirement Plans Professional/Fidelity Investments
Industry Financial Services
Experience
TIAA-CREF August 2015 - Present
John Hancock Retirement Plan Services October 2013 - August 2015
Fidelity Investments 2007 - October 2013
Fidelity Investments 2001 - 2007
Fidelity Investments 1998 - 2001
Fidelity Investments 1997 - 1998
Fidelity Investments 1995 - 1997
Fidelity Investments 1993 - 1995
Fidelity Investments 1991 - 1993
Skills
Financial Services, Mutual Funds, Relationship Management, Business Analysis, Process Improvement, Vendor Management, Retirement, Investments, Program Management, Business Process..., Risk Management, Securities, Defined Contribution, 401k, 403 b, Project Management, Financial Analysis, Negotiation, Management, PMP, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
MBA, Marketing
Babson College 1987 — 1991
BS, Finance/Investments
TIAA-CREF August 2015 - Present
John Hancock Retirement Plan Services October 2013 - August 2015
Fidelity Investments 2007 - October 2013
Fidelity Investments 2001 - 2007
Fidelity Investments 1998 - 2001
Fidelity Investments 1997 - 1998
Fidelity Investments 1995 - 1997
Fidelity Investments 1993 - 1995
Fidelity Investments 1991 - 1993
Skills
Financial Services, Mutual Funds, Relationship Management, Business Analysis, Process Improvement, Vendor Management, Retirement, Investments, Program Management, Business Process..., Risk Management, Securities, Defined Contribution, 401k, 403 b, Project Management, Financial Analysis, Negotiation, Management, PMP, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
MBA, Marketing
Babson College 1987 — 1991
BS, Finance/Investments
Christopher Sullivan's Fidelity Investments Experience June 2006 - March 2010
Job Chief Executive Officer at Gazelle
Industry Consumer Electronics
Experience
Gazelle, Inc. July 2014 - Present
Gazelle June 2010 - August 2014
Sullivan Advisory Group March 2010 - June 2014
Fidelity Investments June 2006 - March 2010
Pegasystems Inc 2001 - 2006
Event Zero 2000 - 2001
Agency Management Systems 1998 - 2000
Digital Equipment/Compaq Computer 1997 - 1998
Thermo Fisher Scientific 1996 - 1997
Digital 1981 - 1996
Skills
Business Process..., Financial Services, Re-engineering, Contract Negotiation, Product Management, Mergers, IFRS, Analysis, Managerial Finance, Financial Analysis, Mergers & Acquisitions, Acquisition Integration, Cross-functional Team..., Business Strategy, Start-ups, Process Improvement, Strategic Financial..., Strategic Planning, Forecasting, Business Planning
Education
Babson College 1979 — 1991
MBA, Finance
Babson College 1976 — 1980
BSBA, Economics
Gazelle, Inc. July 2014 - Present
Gazelle June 2010 - August 2014
Sullivan Advisory Group March 2010 - June 2014
Fidelity Investments June 2006 - March 2010
Pegasystems Inc 2001 - 2006
Event Zero 2000 - 2001
Agency Management Systems 1998 - 2000
Digital Equipment/Compaq Computer 1997 - 1998
Thermo Fisher Scientific 1996 - 1997
Digital 1981 - 1996
Skills
Business Process..., Financial Services, Re-engineering, Contract Negotiation, Product Management, Mergers, IFRS, Analysis, Managerial Finance, Financial Analysis, Mergers & Acquisitions, Acquisition Integration, Cross-functional Team..., Business Strategy, Start-ups, Process Improvement, Strategic Financial..., Strategic Planning, Forecasting, Business Planning
Education
Babson College 1979 — 1991
MBA, Finance
Babson College 1976 — 1980
BSBA, Economics
Ted Fligor's Fidelity Investments Experience March 2000 - November 2001
Job Director of Internet Marketing at Baptist Health
Industry Internet
Experience
Baptist Health July 2009 - Present
Fligor Consulting October 2008 - March 2010
EverBank January 2006 - September 2008
Fligor Consulting December 2001 - December 2005
Fidelity Investments March 2000 - November 2001
Fidelity Investments February 2001 - February 2001
Fidelity Investments March 1997 - March 2000
Fidelity Investments May 1998 - May 1998
Fidelity Investments February 1995 - March 1997
Fligor Consulting January 1991 - September 1993
Skills
Online Marketing, Marketing, Integrated Marketing, SEO, SEM, Business Development, Email Marketing, E-commerce, Management, Entrepreneurship
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1991
Master of Business Administration (M.B.A.)
Babson College 1981 — 1985
Bachelor's Degree, Entrepreneurial Studies
Tabor Academy 1977 — 1981
Diploma, High School
Baptist Health July 2009 - Present
Fligor Consulting October 2008 - March 2010
EverBank January 2006 - September 2008
Fligor Consulting December 2001 - December 2005
Fidelity Investments March 2000 - November 2001
Fidelity Investments February 2001 - February 2001
Fidelity Investments March 1997 - March 2000
Fidelity Investments May 1998 - May 1998
Fidelity Investments February 1995 - March 1997
Fligor Consulting January 1991 - September 1993
Skills
Online Marketing, Marketing, Integrated Marketing, SEO, SEM, Business Development, Email Marketing, E-commerce, Management, Entrepreneurship
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1991
Master of Business Administration (M.B.A.)
Babson College 1981 — 1985
Bachelor's Degree, Entrepreneurial Studies
Tabor Academy 1977 — 1981
Diploma, High School
David (D.J.) Kaye's Fidelity Investments Experience August 2008 - February 2015
Job Lead UX Designer at Skyhigh Networks
Industry Design
Experience
Skyhigh Networks April 2015 - Present
Fidelity Investments August 2008 - February 2015
Collaborative Consulting 2004 - 2008
OneBeacon Insurance 2000 - 2004
State Street Corporation 1999 - 2000
Skills
User Experience, Information Architecture, User Interface Design, User-centered Design, Usability Testing, User Interface, Requirements Gathering, Usability, Wireframes, Agile Methodologies, User Experience Design, Interaction Design, Strategy, Management, Requirements Analysis, Mobile Applications, Heuristic Evaluation, Usability Engineering, Axure, Persona, Information Design, Mobile Design, Agile Project Management, Business Analysis, Leadership, Data Analysis, Visio, User Scenarios, Accessibility, Experience Design, Human Computer..., Adobe Fireworks, Balsamiq, Sketch
Education
Boston University 1995 — 1999
BS, Business Administration
Babson College 2001 — 2004
MBA
Bentley University 2008 — 2011
MS, Human Factors In Information Design
Skyhigh Networks April 2015 - Present
Fidelity Investments August 2008 - February 2015
Collaborative Consulting 2004 - 2008
OneBeacon Insurance 2000 - 2004
State Street Corporation 1999 - 2000
Skills
User Experience, Information Architecture, User Interface Design, User-centered Design, Usability Testing, User Interface, Requirements Gathering, Usability, Wireframes, Agile Methodologies, User Experience Design, Interaction Design, Strategy, Management, Requirements Analysis, Mobile Applications, Heuristic Evaluation, Usability Engineering, Axure, Persona, Information Design, Mobile Design, Agile Project Management, Business Analysis, Leadership, Data Analysis, Visio, User Scenarios, Accessibility, Experience Design, Human Computer..., Adobe Fireworks, Balsamiq, Sketch
Education
Boston University 1995 — 1999
BS, Business Administration
Babson College 2001 — 2004
MBA
Bentley University 2008 — 2011
MS, Human Factors In Information Design
Adrienne Rickershauser's Fidelity Investments Experience June 2012 - June 2013
Job Economics Student at Babson College
Industry Research
Experience
Individual Families January 2010 - Present
Pinkerton Academy-Accounting Lab September 2012 - June 2013
Fidelity Investments June 2012 - June 2013
Skills
Microsoft Office, Research, Project Management, Data Analysis, Data Entry, Administrative..., Microsoft Word, Strategic Planning, Economics, Entrepreneurship, Finance
Education
Babson College 2013 — 2016
Bachelor's Degree, Economics
Pinkerton Academy 2009 — 2013
Individual Families January 2010 - Present
Pinkerton Academy-Accounting Lab September 2012 - June 2013
Fidelity Investments June 2012 - June 2013
Skills
Microsoft Office, Research, Project Management, Data Analysis, Data Entry, Administrative..., Microsoft Word, Strategic Planning, Economics, Entrepreneurship, Finance
Education
Babson College 2013 — 2016
Bachelor's Degree, Economics
Pinkerton Academy 2009 — 2013
Katherine Maloney's Fidelity Investments Experience 1987 - 1990
Job Career Coach and Organization Consultant with WorkPaths Consulting
Industry Professional Training & Coaching
Experience
WorkPaths Consulting November 2011 - Present
Blue Cross Blue Shield of MA June 1999 - September 2011
Emmanuel College 1998 - 2000
BankBoston 1994 - 1998
Crossroads Training & Consulting 1990 - 1994
Fidelity Investments 1987 - 1990
Babson College 1982 - 1987
Skills
Career Development, Leadership Development, Workshop Facilitation, Career Counseling, Organizational..., Resume Writing, Career Management, Leadership, Job Search Strategies, Training, Job Coaching, Coaching, 360 Feedback, Program Management, Public Speaking, Job Search, Facilitation, Program Development, Emotional Intelligence, Executive Coaching, Management Development, Consulting, Organizational..., Career Coaching, Team Development, Training and Development, Personal Branding, Interview Coaching, Business Writing, Professional Networking, Presentation Coaching, Meeting Facilitation, Focus Groups, Musical Theatre, Executive Development, Cover Letters, Yoga, Adjunct Faculty, Positive Psychology, Appreciative Inqury, Interpersonal Savvy, Training & Development
Education
Babson College 1983 — 1987
MBA, Organizational Behavior, Marketing
Boston College 1973 — 1977
BA, History/Liberal Arts
WorkPaths Consulting November 2011 - Present
Blue Cross Blue Shield of MA June 1999 - September 2011
Emmanuel College 1998 - 2000
BankBoston 1994 - 1998
Crossroads Training & Consulting 1990 - 1994
Fidelity Investments 1987 - 1990
Babson College 1982 - 1987
Skills
Career Development, Leadership Development, Workshop Facilitation, Career Counseling, Organizational..., Resume Writing, Career Management, Leadership, Job Search Strategies, Training, Job Coaching, Coaching, 360 Feedback, Program Management, Public Speaking, Job Search, Facilitation, Program Development, Emotional Intelligence, Executive Coaching, Management Development, Consulting, Organizational..., Career Coaching, Team Development, Training and Development, Personal Branding, Interview Coaching, Business Writing, Professional Networking, Presentation Coaching, Meeting Facilitation, Focus Groups, Musical Theatre, Executive Development, Cover Letters, Yoga, Adjunct Faculty, Positive Psychology, Appreciative Inqury, Interpersonal Savvy, Training & Development
Education
Babson College 1983 — 1987
MBA, Organizational Behavior, Marketing
Boston College 1973 — 1977
BA, History/Liberal Arts
Vincent Dolce's Fidelity Investments Experience May 2011 - December 2011
Job Asset Servicing at OchZiff Capital Management
Industry Financial Services
Experience
Och-Ziff Capital Management May 2015 - Present
Goldman Sachs March 2013 - April 2015
Fidelity Investments May 2011 - December 2011
Management Consulting Field Experience September 2011 - November 2011
Management Recruiters Inc – The Boston Group September 2010 - December 2010
Skills
Financial Modeling, Bloomberg Terminal, Capital IQ, Minitab, Thompson One, Microsoft Office, C++, Bloomberg, Portfolio Management, Leadership, Social Media, Investments
Education
Babson College 2009 — 2012
BS, Business Management- Finance
Och-Ziff Capital Management May 2015 - Present
Goldman Sachs March 2013 - April 2015
Fidelity Investments May 2011 - December 2011
Management Consulting Field Experience September 2011 - November 2011
Management Recruiters Inc – The Boston Group September 2010 - December 2010
Skills
Financial Modeling, Bloomberg Terminal, Capital IQ, Minitab, Thompson One, Microsoft Office, C++, Bloomberg, Portfolio Management, Leadership, Social Media, Investments
Education
Babson College 2009 — 2012
BS, Business Management- Finance
Narayanan (KK) Krishnakumar Narayanan (KK) Krishnakumar's Fidelity Investments Experience July 1995 - January 2001
Job SVP and Chief IT Architect at EMC
Industry Information Technology and Services
Experience
EMC July 2015 - Present
EMC July 2009 - June 2015
State Street July 2007 - February 2009
Investors Bank and Trust May 2003 - July 2007
Politzer & Haney January 2001 - May 2003
Fidelity Investments July 1995 - January 2001
Bell Communications Research (now Telcordia) November 1992 - July 1995
Skills
Enterprise Architecture, Cloud Computing, SOA, IT Strategy, Solution Architecture, SDLC, Architecture, Software Development, Program Management, Agile Methodologies, Web Services, SaaS, ETL, Oracle, Agile Project Management, Databases, Business Intelligence, Java Enterprise Edition, Business Process, Business Analysis, Enterprise Software, Integration, Data Warehousing, Software Project..., Management, Product Management, Data Modeling, Negotiation, Requirements Analysis, IT Management, Leadership, ITIL, SQL, Information Technology, PMP, Vendor Management, Unix, Pre-sales, Big Data, Virtualization, Architectures, Disaster Recovery, Data Center
Education
Babson College 1997 — 2001
MBA (summa cum laude), Entrepreneurship, Finance
SUNY at Stony Brook 1987 — 1992
PhD, Computer Science
Indian Institute of Technology, Madras 1983 — 1987
B. Tech, Computer Science
Padma Seshadri Bala Bhavan, Chennai 1969 — 1983
Elementary through High School
EMC July 2015 - Present
EMC July 2009 - June 2015
State Street July 2007 - February 2009
Investors Bank and Trust May 2003 - July 2007
Politzer & Haney January 2001 - May 2003
Fidelity Investments July 1995 - January 2001
Bell Communications Research (now Telcordia) November 1992 - July 1995
Skills
Enterprise Architecture, Cloud Computing, SOA, IT Strategy, Solution Architecture, SDLC, Architecture, Software Development, Program Management, Agile Methodologies, Web Services, SaaS, ETL, Oracle, Agile Project Management, Databases, Business Intelligence, Java Enterprise Edition, Business Process, Business Analysis, Enterprise Software, Integration, Data Warehousing, Software Project..., Management, Product Management, Data Modeling, Negotiation, Requirements Analysis, IT Management, Leadership, ITIL, SQL, Information Technology, PMP, Vendor Management, Unix, Pre-sales, Big Data, Virtualization, Architectures, Disaster Recovery, Data Center
Education
Babson College 1997 — 2001
MBA (summa cum laude), Entrepreneurship, Finance
SUNY at Stony Brook 1987 — 1992
PhD, Computer Science
Indian Institute of Technology, Madras 1983 — 1987
B. Tech, Computer Science
Padma Seshadri Bala Bhavan, Chennai 1969 — 1983
Elementary through High School
Gregory Gomer's Fidelity Investments Experience June 2007 - August 2009
Job Entrepreneur
Industry Online Media
Experience
VENTUREAPP inc. April 2015 - Present
Flybridge Capital Partners March 2014 - Present
Streetwise Media 2009 - Present
Fidelity Investments June 2007 - August 2009
Oppenheimer & Co. June 2005 - August 2006
Diver's Market May 2000 - August 2005
Education
Babson College 2003 — 2007
B.S., Entrepreneurship, Management Information Systems
Duxbury High School 1999 — 2003
College Prep, Computer Science
VENTUREAPP inc. April 2015 - Present
Flybridge Capital Partners March 2014 - Present
Streetwise Media 2009 - Present
Fidelity Investments June 2007 - August 2009
Oppenheimer & Co. June 2005 - August 2006
Diver's Market May 2000 - August 2005
Education
Babson College 2003 — 2007
B.S., Entrepreneurship, Management Information Systems
Duxbury High School 1999 — 2003
College Prep, Computer Science
Debra Stalley's Fidelity Investments Experience 2004 - 2010
Job Service Professional with proven experience in the Financial, Computer, and Benefits Industries
Industry Consumer Services
Experience
Lincoln Waste Solutions, LLC October 2014 - Present
OAKLEAF Waste Management March 2012 - 2014
Fidelity Investments 2004 - 2010
Brokerage January 2001 - January 2004
Fidelity Investments January 1998 - January 2001
Fidelity Investments November 1996 - 1998
SHOCKET & DOCKSER January 1994 - January 1996
CITIZENS BANK (fka Boston Five Cents Savings Bank) January 1991 - January 1994
CITIZENS BANK (fka Boston Five Cents Savings Bank) July 1989 - January 1991
Skills
Customer Partnering, Root Cause Analysis, Partnering with..., Conflict Management, Problem Solving, Customer Service, Customer Focus, Customer Relations, Process Improvement, Vendors, Disaster Recovery, SharePoint, Customer Oriented, Program Management, Cross-functional Team..., Business Analysis, Sales, Access, Vendor Management, CRM, Management, Team Building, Strategic Planning, Leadership
Education
Babson College 1985 — 1989
BS
Arlington High School 1981 — 1985
UNH
MBA; Bachelor of Science
Lincoln Waste Solutions, LLC October 2014 - Present
OAKLEAF Waste Management March 2012 - 2014
Fidelity Investments 2004 - 2010
Brokerage January 2001 - January 2004
Fidelity Investments January 1998 - January 2001
Fidelity Investments November 1996 - 1998
SHOCKET & DOCKSER January 1994 - January 1996
CITIZENS BANK (fka Boston Five Cents Savings Bank) January 1991 - January 1994
CITIZENS BANK (fka Boston Five Cents Savings Bank) July 1989 - January 1991
Skills
Customer Partnering, Root Cause Analysis, Partnering with..., Conflict Management, Problem Solving, Customer Service, Customer Focus, Customer Relations, Process Improvement, Vendors, Disaster Recovery, SharePoint, Customer Oriented, Program Management, Cross-functional Team..., Business Analysis, Sales, Access, Vendor Management, CRM, Management, Team Building, Strategic Planning, Leadership
Education
Babson College 1985 — 1989
BS
Arlington High School 1981 — 1985
UNH
MBA; Bachelor of Science
Rich Bolstridge Rich Bolstridge's Fidelity Investments Experience 2007 - January 2010
Job Chief Strategist, Financial Services at Akamai Technologies
Industry Information Technology and Services
Experience
Akamai Technologies January 2010 - Present
Fidelity Investments 2007 - January 2010
Ovation Software Testing, Inc. 1993 - 2007
Schlumberger 1983 - 1994
Teledyne Engineering Services 1982 - 1983
Skills
Cloud Computing, Product Management, Enterprise Software, SaaS, Analytics, Strategic Partnerships, Strategy, Start-ups, Go-to-market Strategy, Financial Services, Mobile Applications, Mobile Technology, Agile Methodologies, Security, Enterprise Architecture, Consulting, Leadership, Professional Services, Mobile Devices, Integration, E-commerce, IT Strategy, Vendor Management, CRM, Solution Selling, Pre-sales, Lead Generation, Salesforce.com, Business Development, Outsourcing, Competitive Analysis, Business Intelligence, Cross-functional Team..., Business Analysis
Education
Babson College
MBA
Worcester Polytechnic Institute 1978 — 1982
B.S., Civil Engineering
Akamai Technologies January 2010 - Present
Fidelity Investments 2007 - January 2010
Ovation Software Testing, Inc. 1993 - 2007
Schlumberger 1983 - 1994
Teledyne Engineering Services 1982 - 1983
Skills
Cloud Computing, Product Management, Enterprise Software, SaaS, Analytics, Strategic Partnerships, Strategy, Start-ups, Go-to-market Strategy, Financial Services, Mobile Applications, Mobile Technology, Agile Methodologies, Security, Enterprise Architecture, Consulting, Leadership, Professional Services, Mobile Devices, Integration, E-commerce, IT Strategy, Vendor Management, CRM, Solution Selling, Pre-sales, Lead Generation, Salesforce.com, Business Development, Outsourcing, Competitive Analysis, Business Intelligence, Cross-functional Team..., Business Analysis
Education
Babson College
MBA
Worcester Polytechnic Institute 1978 — 1982
B.S., Civil Engineering
David Pistorino David Pistorino's Fidelity Investments Experience September 2001 - November 2004
Job Operations Expert With Experience In Strategy and Problem Solving
Industry Warehousing
Experience
Starbucks Coffee Company March 2010 - December 2013
Cold Stone Creamery January 2008 - March 2010
Cold Stone Creamery January 2006 - January 2008
Fidelity Investments September 2001 - November 2004
Skills
Store Management, Merchandising, Inventory Management, Multi-unit, Profit, Income Statement, Retail, Loss Prevention, P&L, Driving Results, Visual Merchandising, Restaurant Management, Management, Store Operations, Training, Sales Operations, Sales, Leadership, Team Building, Strategy, Time Management, Customer Service, Business Planning, Entrepreneurship, Process Improvement, Analysis, Hiring, P&L Management, Employee Training, Multi-Unit
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Master's Degree, Business
Babson College 1997 — 2001
Bachelors of Science, Entrepreneurship/Entrepreneurial Studies
Starbucks Coffee Company March 2010 - December 2013
Cold Stone Creamery January 2008 - March 2010
Cold Stone Creamery January 2006 - January 2008
Fidelity Investments September 2001 - November 2004
Skills
Store Management, Merchandising, Inventory Management, Multi-unit, Profit, Income Statement, Retail, Loss Prevention, P&L, Driving Results, Visual Merchandising, Restaurant Management, Management, Store Operations, Training, Sales Operations, Sales, Leadership, Team Building, Strategy, Time Management, Customer Service, Business Planning, Entrepreneurship, Process Improvement, Analysis, Hiring, P&L Management, Employee Training, Multi-Unit
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Master's Degree, Business
Babson College 1997 — 2001
Bachelors of Science, Entrepreneurship/Entrepreneurial Studies
Sarah Lehnert's Fidelity Investments Experience July 2015 - Present
Job Consulting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Residence Life - Babson College August 2014 - May 2015
Fidelity Investment June 2014 - August 2014
British Beer Company February 2012 - July 2014
Sustainability Office September 2012 - May 2014
Babson College - Center for Women's Entrepreneurial Leadership August 2013 - December 2013
Skills
Social Networking, Social Media, Public Speaking, Leadership, Sustainability, Corporate Social..., Entrepreneurship, Management, Project Management, Communication Skills, Sustainable Business, Corporate Finance, Investment Strategies, Action
Education
Babson College 2012 — 2015
General Business with a concentration in Sustainability and Finance, GPA: 3.83
Framingham High School 2008 — 2011
Fidelity Investments July 2015 - Present
Residence Life - Babson College August 2014 - May 2015
Fidelity Investment June 2014 - August 2014
British Beer Company February 2012 - July 2014
Sustainability Office September 2012 - May 2014
Babson College - Center for Women's Entrepreneurial Leadership August 2013 - December 2013
Skills
Social Networking, Social Media, Public Speaking, Leadership, Sustainability, Corporate Social..., Entrepreneurship, Management, Project Management, Communication Skills, Sustainable Business, Corporate Finance, Investment Strategies, Action
Education
Babson College 2012 — 2015
General Business with a concentration in Sustainability and Finance, GPA: 3.83
Framingham High School 2008 — 2011
Julie Price Julie Price's Fidelity Investments Experience May 2004 - June 2006
Job Innovation, Product Mgmt, UX
Industry Internet
Experience
SC Studios at Standard Chartered Bank January 2015 - Present
Self August 2012 - Present
Shinobi Labs November 2010 - August 2012
Club One January 2010 - October 2010
Club One June 2008 - January 2010
Fidelity Investments May 2004 - June 2006
Fidelity Investments April 2001 - May 2004
Endeca 2000 - 2001
Lycos 1999 - 2000
Accenture 1997 - 1999
Skills
User-centered Design, Marketing, Behavior Modification, Game Design, Human Factors, Product Management, Usability, User Experience, Strategy, Analytics, Mobile Applications, Web Analytics, User Experience Design, E-commerce, Product Development, Mobile Devices, Cross-functional Team..., Gamification, Digital Media, Coaching, Digital Strategy, Information Architecture, CRM, User Interface Design, Mobile Marketing, Competitive Analysis, Entrepreneurship, Mobile Internet, User Interface, Agile Methodologies, Creative Direction, Experience Design, Start-ups, Strategic Partnerships, Usability Testing, Web Development, Brand Development, Interaction Design, Product Marketing, Digital Marketing, SEO, SEM, SaaS
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Marketing, Entrepreneurial Management
Babson College 1991 — 1995
BS, Management Information Systems & Accounting
SC Studios at Standard Chartered Bank January 2015 - Present
Self August 2012 - Present
Shinobi Labs November 2010 - August 2012
Club One January 2010 - October 2010
Club One June 2008 - January 2010
Fidelity Investments May 2004 - June 2006
Fidelity Investments April 2001 - May 2004
Endeca 2000 - 2001
Lycos 1999 - 2000
Accenture 1997 - 1999
Skills
User-centered Design, Marketing, Behavior Modification, Game Design, Human Factors, Product Management, Usability, User Experience, Strategy, Analytics, Mobile Applications, Web Analytics, User Experience Design, E-commerce, Product Development, Mobile Devices, Cross-functional Team..., Gamification, Digital Media, Coaching, Digital Strategy, Information Architecture, CRM, User Interface Design, Mobile Marketing, Competitive Analysis, Entrepreneurship, Mobile Internet, User Interface, Agile Methodologies, Creative Direction, Experience Design, Start-ups, Strategic Partnerships, Usability Testing, Web Development, Brand Development, Interaction Design, Product Marketing, Digital Marketing, SEO, SEM, SaaS
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Marketing, Entrepreneurial Management
Babson College 1991 — 1995
BS, Management Information Systems & Accounting
Heidi Dalaklis's Fidelity Investments Experience June 1995 - Present
Job Development Manager at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 1995 - Present
Skills
Agile Project Management, Project Planning, Agile Methodologies, Software Project..., SDLC, Vendor Management
Education
Boston University Questrom School of Business 1996 — 2000
MBA, Business Management
Babson College 1991 — 1995
BS, Systems, Marketing, Quantitative Methods
Fidelity Investments June 1995 - Present
Skills
Agile Project Management, Project Planning, Agile Methodologies, Software Project..., SDLC, Vendor Management
Education
Boston University Questrom School of Business 1996 — 2000
MBA, Business Management
Babson College 1991 — 1995
BS, Systems, Marketing, Quantitative Methods
Kim Bullock Kim Bullock's Fidelity Investments Experience November 2006 - August 2009
Job Director, Client Solutions at ProcessUnity, Inc.
Industry Information Services
Experience
ProcessUnity, Inc. May 2014 - Present
Bullock's Nursing Service April 2011 - Present
National Aging in Place Council - Boston Chapter March 2012 - April 2014
BridgePoint Group, LLC October 2011 - April 2014
New York Life Investment Management LLC August 2009 - April 2011
Fidelity Investments November 2006 - August 2009
Fidelity Investments November 2004 - November 2006
Fidelity Investments November 2002 - November 2004
Fidelity Investments January 2000 - November 2002
Fidelity Investments January 1999 - December 1999
Skills
Retirement, Strategy, CRM, Financial Services, Product Management, Relationship Management, Strategic Planning, 401k, Long-term Care, Program Management, Customer Service, Leadership, Elder Care, Series 7, Home Care, Microsoft Excel, Series 63, PowerPoint, Defined Contribution, Customer Relations, Process Engineering, 401k Rollovers, 403 b, Non-Qualified Deferred..., QuickBooks, Data Warehousing
Education
Babson College 1996 — 2000
MBA, eCommerce, MIS
Drew University 1988 — 1992
BA, Political Science, Russian Studies
Tabor Academy 1984 — 1988
ProcessUnity, Inc. May 2014 - Present
Bullock's Nursing Service April 2011 - Present
National Aging in Place Council - Boston Chapter March 2012 - April 2014
BridgePoint Group, LLC October 2011 - April 2014
New York Life Investment Management LLC August 2009 - April 2011
Fidelity Investments November 2006 - August 2009
Fidelity Investments November 2004 - November 2006
Fidelity Investments November 2002 - November 2004
Fidelity Investments January 2000 - November 2002
Fidelity Investments January 1999 - December 1999
Skills
Retirement, Strategy, CRM, Financial Services, Product Management, Relationship Management, Strategic Planning, 401k, Long-term Care, Program Management, Customer Service, Leadership, Elder Care, Series 7, Home Care, Microsoft Excel, Series 63, PowerPoint, Defined Contribution, Customer Relations, Process Engineering, 401k Rollovers, 403 b, Non-Qualified Deferred..., QuickBooks, Data Warehousing
Education
Babson College 1996 — 2000
MBA, eCommerce, MIS
Drew University 1988 — 1992
BA, Political Science, Russian Studies
Tabor Academy 1984 — 1988
Alex Ostrowski's Fidelity Investments Experience July 2006 - Present
Job Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2006 - Present
Fidelity Investments July 2004 - August 2006
Education
Babson College 2000 — 2004
Bachelor's degree, Finance, General
Fidelity Investments July 2006 - Present
Fidelity Investments July 2004 - August 2006
Education
Babson College 2000 — 2004
Bachelor's degree, Finance, General
Justin Rogiers's Fidelity Investments Experience June 2006 - August 2006
Job Associate at Banco Santander
Industry Banking
Experience
Banco Santander September 2015 - Present
Banco Santander December 2013 - Present
Banco Santander December 2012 - December 2013
Ministerio de Educación September 2010 - May 2012
Fidelity Investments June 2006 - August 2006
Skills
Spanish, Analysis, Corporate Finance, Entrepreneurship, Marketing Strategy, PowerPoint, Credit Analysis, Microsoft Excel, International Sales, Growth Strategies, Syndications, People Skills, Interest Rates, Foreign Exchange
Education
Babson College 2006 — 2010
Bachelor's of Science in Business Administration, Global Business Management, GPA 3.47/4.0
University of Virginia 2008 — 2008
Semester at Sea
Banco Santander September 2015 - Present
Banco Santander December 2013 - Present
Banco Santander December 2012 - December 2013
Ministerio de Educación September 2010 - May 2012
Fidelity Investments June 2006 - August 2006
Skills
Spanish, Analysis, Corporate Finance, Entrepreneurship, Marketing Strategy, PowerPoint, Credit Analysis, Microsoft Excel, International Sales, Growth Strategies, Syndications, People Skills, Interest Rates, Foreign Exchange
Education
Babson College 2006 — 2010
Bachelor's of Science in Business Administration, Global Business Management, GPA 3.47/4.0
University of Virginia 2008 — 2008
Semester at Sea
Liz Devin West's Fidelity Investments Experience 1993 - 2000
Job Head of Marketing Strategy Large Corporate Markets & the Investor Channel at Voya Financial
Industry Financial Services
Experience
Voya Financial June 2015 - Present
TIAA-CREF July 2012 - May 2015
Bank of America January 2010 - July 2012
Bank of America October 2007 - January 2010
John Hancock Funds February 2006 - April 2007
Wachovia Retirement Services 2002 - 2006
State Street Research 2000 - 2001
Fidelity Investments 1993 - 2000
Skills
Consulting, Program Management, Product Management, Integrated Marketing, Management, Leadership, Marketing Strategy, Product Marketing, Marketing Management, Thought Leadership, Content Strategy, Marketing Communications, Strategic Planning, Product Development, Segmentation, Financial Services, Strategy, Strategic Partnerships, Analytics, Marketing, Competitive Analysis, Digital Marketing
Education
Boston College 2010 — 2014
MS, Business Communications
Babson College 2010 — 2010
Executive Education, Women's Leadership Program
Boston University 1998 — 1998
PMP, Project Management
Boston College 1988 — 1992
BA, Communications
Newton Country Day 1984 — 1988
Voya Financial June 2015 - Present
TIAA-CREF July 2012 - May 2015
Bank of America January 2010 - July 2012
Bank of America October 2007 - January 2010
John Hancock Funds February 2006 - April 2007
Wachovia Retirement Services 2002 - 2006
State Street Research 2000 - 2001
Fidelity Investments 1993 - 2000
Skills
Consulting, Program Management, Product Management, Integrated Marketing, Management, Leadership, Marketing Strategy, Product Marketing, Marketing Management, Thought Leadership, Content Strategy, Marketing Communications, Strategic Planning, Product Development, Segmentation, Financial Services, Strategy, Strategic Partnerships, Analytics, Marketing, Competitive Analysis, Digital Marketing
Education
Boston College 2010 — 2014
MS, Business Communications
Babson College 2010 — 2010
Executive Education, Women's Leadership Program
Boston University 1998 — 1998
PMP, Project Management
Boston College 1988 — 1992
BA, Communications
Newton Country Day 1984 — 1988
Heidi Harrington's Fidelity Investments Experience September 2010 - March 2011
Job Investment Marketing, Strategy and Product Management
Industry Financial Services
Experience
Friends of Cranberry Hospice/Beth Israel May 2009 - November 2012
Fidelity Investments September 2010 - March 2011
Fidelity Investments July 2008 - November 2008
BlackRock February 2005 - September 2006
State Street Research & Management (acquired by BlackRock January 2005) May 2000 - January 2005
FleetBoston Financial (Acquired By Bank of America 2004) September 1996 - April 2000
Travelers June 1990 - August 1996
Skills
Product Management, Mutual Funds, Business Analysis, Strategy, Fixed Annuities, Series 7, Marketing Management, Marketing Communications, Strategic Planning, Marketing, Investments, Senior Management...
Education
Babson College 1985 — 1989
B.S. Business Management, cum laude
Simmons Graduate School of Management 2000 — 2002
Master of Business Administration (MBA)
Friends of Cranberry Hospice/Beth Israel May 2009 - November 2012
Fidelity Investments September 2010 - March 2011
Fidelity Investments July 2008 - November 2008
BlackRock February 2005 - September 2006
State Street Research & Management (acquired by BlackRock January 2005) May 2000 - January 2005
FleetBoston Financial (Acquired By Bank of America 2004) September 1996 - April 2000
Travelers June 1990 - August 1996
Skills
Product Management, Mutual Funds, Business Analysis, Strategy, Fixed Annuities, Series 7, Marketing Management, Marketing Communications, Strategic Planning, Marketing, Investments, Senior Management...
Education
Babson College 1985 — 1989
B.S. Business Management, cum laude
Simmons Graduate School of Management 2000 — 2002
Master of Business Administration (MBA)
Daniel Nelson's Fidelity Investments Experience 2009 - Present
Job Information Security, Technology Risk Management & Governance Professional
Industry Computer & Network Security
Experience
Fidelity Investments 2009 - Present
DMN Consulting 2008 - 2009
Symantec 2004 - 2008
@stake 1999 - 2004
Cambridge Technology Partners 1997 - 1999
Corporate Software & Technology 1996 - 1997
Corporate Software / Stream International 1993 - 1996
Skills
Cross-functional Team..., Information Security, Change Management, Resource Management, Program Management, Operations Management, Risk Management, Risk Assessment, Professional Services, Service Development, Manage Client..., IT Outsourcing, Global Delivery, IT Strategy, Security, Leadership, Information Technology, Management, Process Improvement, Business Process, Management Consulting, Business Development, Consulting, Pre-sales, Project Management, PMO, Business Process..., Analysis, Business Strategy, Team Management, Training, Executive Management, Vendor Management, Quality Assurance, Project Planning
Education
Babson College 1989 — 1993
BS
Wyoming Seminary 1985 — 1989
Diploma
Fidelity Investments 2009 - Present
DMN Consulting 2008 - 2009
Symantec 2004 - 2008
@stake 1999 - 2004
Cambridge Technology Partners 1997 - 1999
Corporate Software & Technology 1996 - 1997
Corporate Software / Stream International 1993 - 1996
Skills
Cross-functional Team..., Information Security, Change Management, Resource Management, Program Management, Operations Management, Risk Management, Risk Assessment, Professional Services, Service Development, Manage Client..., IT Outsourcing, Global Delivery, IT Strategy, Security, Leadership, Information Technology, Management, Process Improvement, Business Process, Management Consulting, Business Development, Consulting, Pre-sales, Project Management, PMO, Business Process..., Analysis, Business Strategy, Team Management, Training, Executive Management, Vendor Management, Quality Assurance, Project Planning
Education
Babson College 1989 — 1993
BS
Wyoming Seminary 1985 — 1989
Diploma
Sandra Hart's Fidelity Investments Experience January 2012 - Present
Job Campus Manager, Talent Acquisition at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2012 - Present
Education
Babson College 2004 — 2008
Bachelor of Science, Business Management, Entrepreneurship
Fidelity Investments January 2012 - Present
Education
Babson College 2004 — 2008
Bachelor of Science, Business Management, Entrepreneurship
Rich Croak Rich Croak's Fidelity Investments Experience 2009 - 2010
Job Retirement Services Executive
Industry Financial Services
Experience
DST Retirement Solutions December 2010 - April 2013
Fidelity Investments 2009 - 2010
Fidelity Investments 2007 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 1999 - 2004
Fidelity Investments 1995 - 1999
Fidelity Investments 1993 - 1995
Fidelity Investments 1991 - 1993
Fidelity Investments 1990 - 1991
Fidelity Investments 1986 - 1990
Skills
Leadership, Change Management, 401k, Financial Services, Risk Management, Business Analysis, Defined Benefit, Retirement, Mutual Funds, Process Improvement, CRM, Investments, Defined Contribution, Product Management, Cross-functional Team...
Education
Babson College 1978 — 1980
MBA, Business
Stonehill College 1971 — 1975
BSBA, Accounting
DST Retirement Solutions December 2010 - April 2013
Fidelity Investments 2009 - 2010
Fidelity Investments 2007 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 1999 - 2004
Fidelity Investments 1995 - 1999
Fidelity Investments 1993 - 1995
Fidelity Investments 1991 - 1993
Fidelity Investments 1990 - 1991
Fidelity Investments 1986 - 1990
Skills
Leadership, Change Management, 401k, Financial Services, Risk Management, Business Analysis, Defined Benefit, Retirement, Mutual Funds, Process Improvement, CRM, Investments, Defined Contribution, Product Management, Cross-functional Team...
Education
Babson College 1978 — 1980
MBA, Business
Stonehill College 1971 — 1975
BSBA, Accounting
Damanick Dantes's Fidelity Investments Experience January 2014 - Present
Job Research Associate, Global Asset Allocation at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Saxo Bank January 2013 - December 2013
4CAST September 2012 - January 2013
T3 Trading Group, LLC July 2011 - November 2011
Greater Than One June 2011 - August 2011
AOL June 2009 - August 2010
Skills
Economics, Investments, Capital Markets, Analysis, Trading, Matlab, SPSS, Spotfire, Data Mining, Minitab, Eviews, Excel, Econometrics, Applied Mathematics, Auditing, Portfolio Management, Strategic Financial..., FX trading, Energy, Real Estate Development, Monetary Policy, Microsoft Excel, Equity Research, Bloomberg, Finance, Equities, Strategy, Valuation, Fixed Income, Market Research
Education
Babson College 2008 — 2012
Bachelor of Science (B.S.), Economics and Finance
Fidelity Investments January 2014 - Present
Saxo Bank January 2013 - December 2013
4CAST September 2012 - January 2013
T3 Trading Group, LLC July 2011 - November 2011
Greater Than One June 2011 - August 2011
AOL June 2009 - August 2010
Skills
Economics, Investments, Capital Markets, Analysis, Trading, Matlab, SPSS, Spotfire, Data Mining, Minitab, Eviews, Excel, Econometrics, Applied Mathematics, Auditing, Portfolio Management, Strategic Financial..., FX trading, Energy, Real Estate Development, Monetary Policy, Microsoft Excel, Equity Research, Bloomberg, Finance, Equities, Strategy, Valuation, Fixed Income, Market Research
Education
Babson College 2008 — 2012
Bachelor of Science (B.S.), Economics and Finance
Beena Vasudevan's Fidelity Investments Experience February 2006 - September 2006
Job Project manager/Application Development consultant, Assistant Vice President at State Street
Industry Financial Services
Experience
State Street October 2007 - Present
State Street January 2007 - October 2007
Workscape October 2006 - December 2006
Fidelity Investments February 2006 - September 2006
Skills
SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, Business Analysis, Analysis, Software Project..., Visio, Agile Methodologies, Vendor Management, Testing, Data Warehousing, Integration, Business Intelligence, Systems Analysis
Education
University of Massachusetts Lowell 2007 — 2009
MS, Computer Engineering
Tamilnadu college of engineering 1994 — 1998
BS, Electronics and Communication Engineering
Babson College
Leadership
State Street October 2007 - Present
State Street January 2007 - October 2007
Workscape October 2006 - December 2006
Fidelity Investments February 2006 - September 2006
Skills
SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, Business Analysis, Analysis, Software Project..., Visio, Agile Methodologies, Vendor Management, Testing, Data Warehousing, Integration, Business Intelligence, Systems Analysis
Education
University of Massachusetts Lowell 2007 — 2009
MS, Computer Engineering
Tamilnadu college of engineering 1994 — 1998
BS, Electronics and Communication Engineering
Babson College
Leadership
Bruce Herring's Fidelity Investments Experience May 2015 - Present
Job President, Strategic Advisers, Inc. for the Asset Management Division at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments January 2013 - May 2015
Fidelity Investments June 2005 - 2013
Fidelity Investments 1990 - 2005
Fidelity Investments 1995 - 2000
Fidelity Investments 1987 - 1993
Education
Babson College 1983 — 1987
Bachelor of Science (BS), Investments and Securities and Finance
Fidelity Investments May 2015 - Present
Fidelity Investments January 2013 - May 2015
Fidelity Investments June 2005 - 2013
Fidelity Investments 1990 - 2005
Fidelity Investments 1995 - 2000
Fidelity Investments 1987 - 1993
Education
Babson College 1983 — 1987
Bachelor of Science (BS), Investments and Securities and Finance
Leigh Penniman, MBA Leigh Penniman, MBA's Fidelity Investments Experience May 2012 - Present
Job Vice President, Client Communications
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
2003-2009Fidelity Investments November 2006 - March 2010
Fidelity Investments February 2006 - November 2006
Fidelity Investments March 2005 - February 2006
Fidelity Investments February 2004 - March 2005
New England Home Therapies January 2000 - January 2003
Bedford Middle School January 1994 - January 2000
Skills
401k, Retirement, Compliance, Series 24, Investments, Program Management, Financial Services, Series 7, Training
Education
Babson College 2004 — 2010
MBA, Business
Babson College, F.W. Olin Graduate School of Business 2003 — 2009
MBA
Fairfield University 1990 — 1993
BA, American Studies, Education
Fairfield University
Bachelor of Arts, American/United States Studies/Civilization
Fidelity Investments May 2012 - Present
2003-2009Fidelity Investments November 2006 - March 2010
Fidelity Investments February 2006 - November 2006
Fidelity Investments March 2005 - February 2006
Fidelity Investments February 2004 - March 2005
New England Home Therapies January 2000 - January 2003
Bedford Middle School January 1994 - January 2000
Skills
401k, Retirement, Compliance, Series 24, Investments, Program Management, Financial Services, Series 7, Training
Education
Babson College 2004 — 2010
MBA, Business
Babson College, F.W. Olin Graduate School of Business 2003 — 2009
MBA
Fairfield University 1990 — 1993
BA, American Studies, Education
Fairfield University
Bachelor of Arts, American/United States Studies/Civilization
Lisa Weinberg's Fidelity Investments Experience December 2006 - February 2009
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Merrill Edge Marketing at Bank of America March 2011 - Present
Citizens Financial Group September 2010 - March 2011
Fidelity Investments December 2006 - February 2009
Bank of America April 2004 - May 2006
Bank of America September 2000 - April 2004
Fidelity Investments April 1998 - September 2000
Fidelity Investments 1990 - 1998
New Boston Group 1988 - 1990
Epsilon February 1983 - February 1988
Skills
Acquisition Marketing, Campaign Management, Channel Marketing, Client Segmentation, Contact Strategy, Database Marketing, Demand Generation, Direct Marketing, Email Marketing, Integrated Marketing, Interactive Marketing..., Lead Generation, Loyalty Program..., Marketing Management, Marketing Operations, Marketing Strategy, Multi-channel Marketing, One-to-one Marketing, Relationship Marketing, Audience Segmentation, Program Management, Project Execution, Series 7, Series 24, Marketing Communications, Process Improvement, Strategy, Market Research, Marketing, Segmentation, Customer Acquisition, Investments, Product Management, Mutual Funds, Financial Services, Project Management, Loyalty Programs
Education
Babson College
BS, Business Management
Skidmore College
Liberal Arts
Merrill Edge Marketing at Bank of America March 2011 - Present
Citizens Financial Group September 2010 - March 2011
Fidelity Investments December 2006 - February 2009
Bank of America April 2004 - May 2006
Bank of America September 2000 - April 2004
Fidelity Investments April 1998 - September 2000
Fidelity Investments 1990 - 1998
New Boston Group 1988 - 1990
Epsilon February 1983 - February 1988
Skills
Acquisition Marketing, Campaign Management, Channel Marketing, Client Segmentation, Contact Strategy, Database Marketing, Demand Generation, Direct Marketing, Email Marketing, Integrated Marketing, Interactive Marketing..., Lead Generation, Loyalty Program..., Marketing Management, Marketing Operations, Marketing Strategy, Multi-channel Marketing, One-to-one Marketing, Relationship Marketing, Audience Segmentation, Program Management, Project Execution, Series 7, Series 24, Marketing Communications, Process Improvement, Strategy, Market Research, Marketing, Segmentation, Customer Acquisition, Investments, Product Management, Mutual Funds, Financial Services, Project Management, Loyalty Programs
Education
Babson College
BS, Business Management
Skidmore College
Liberal Arts
Taryn Fisher Taryn Fisher's Fidelity Investments Experience May 2007 - June 2010
Job Antioch University New England, The Caterpillar Lab, The Little Nature Museum
Industry Higher Education
Experience
Antioch University New England August 2013 - Present
The Caterpillar Lab February 2015 - Present
The Little Nature Museum 2007 - Present
Plymouth State University 2012 - 2013
Franklin Pierce University 2011 - 2013
New England College 2011 - 2013
Fidelity Investments May 2007 - June 2010
(Freelance) August 2006 - May 2007
Procter & Gamble/Gillette Business Unit April 2004 - July 2006
The Gillette Company April 2000 - April 2004
Skills
Strategic Sourcing, Cross-functional Team..., Procurement, Analysis, Product Development, Supplier Development, Supply Chain Management, Process Improvement, Negotiation, Change Management, Project Management, Program Management
Education
Franklin Pierce University 2007 — 2013
Doctor of Arts in Leadership (DA)
Babson College 1995 — 1997
MBA
City University of New York-Brooklyn College 1984 — 1987
MFA
Southern Connecticut State University 1978 — 1982
BS
Antioch University New England August 2013 - Present
The Caterpillar Lab February 2015 - Present
The Little Nature Museum 2007 - Present
Plymouth State University 2012 - 2013
Franklin Pierce University 2011 - 2013
New England College 2011 - 2013
Fidelity Investments May 2007 - June 2010
(Freelance) August 2006 - May 2007
Procter & Gamble/Gillette Business Unit April 2004 - July 2006
The Gillette Company April 2000 - April 2004
Skills
Strategic Sourcing, Cross-functional Team..., Procurement, Analysis, Product Development, Supplier Development, Supply Chain Management, Process Improvement, Negotiation, Change Management, Project Management, Program Management
Education
Franklin Pierce University 2007 — 2013
Doctor of Arts in Leadership (DA)
Babson College 1995 — 1997
MBA
City University of New York-Brooklyn College 1984 — 1987
MFA
Southern Connecticut State University 1978 — 1982
BS
Tom Angelone Tom Angelone's Fidelity Investments Experience September 2006 - January 2013
Job VP Business Consulting at Fidelity Investments
Industry Financial Services
Experience
National Financial - A Fidelity Investments Company May 2014 - Present
The Life is good Kids Foundation and Life is good Playmakers September 2010 - Present
Pyramis Global Advisors - A Fidelity Investments Company January 2013 - May 2014
Fidelity Investments September 2006 - January 2013
Fidelity Investments July 2003 - September 2006
IBM January 2002 - June 2003
PricewaterhouseCoopers July 2001 - January 2002
Xerox May 1998 - July 2001
Skills
Six Sigma, Cross-functional Team..., Program Management, Management Consulting, Process Improvement, Strategy, Operations Management, Business Process..., Operational Excellence, Business Transformation, Strategic Planning, Financial Services, Management, Change Management, Risk Management, Private Equity, Training, Start-ups, Business Process, Data Transformation, Business Process..., Executive Management, Product Development, Lean Manufacturing, Series 7, Strategy Execution, Transformation, Faciltation
Education
Babson College 2003 — 2005
MBA
Syracuse University 1994 — 1998
BS
National Financial - A Fidelity Investments Company May 2014 - Present
The Life is good Kids Foundation and Life is good Playmakers September 2010 - Present
Pyramis Global Advisors - A Fidelity Investments Company January 2013 - May 2014
Fidelity Investments September 2006 - January 2013
Fidelity Investments July 2003 - September 2006
IBM January 2002 - June 2003
PricewaterhouseCoopers July 2001 - January 2002
Xerox May 1998 - July 2001
Skills
Six Sigma, Cross-functional Team..., Program Management, Management Consulting, Process Improvement, Strategy, Operations Management, Business Process..., Operational Excellence, Business Transformation, Strategic Planning, Financial Services, Management, Change Management, Risk Management, Private Equity, Training, Start-ups, Business Process, Data Transformation, Business Process..., Executive Management, Product Development, Lean Manufacturing, Series 7, Strategy Execution, Transformation, Faciltation
Education
Babson College 2003 — 2005
MBA
Syracuse University 1994 — 1998
BS
Mercedes (Mercy) Sierra Short's Fidelity Investments Experience June 2015 - August 2015
Job Analyst Intern at BayBoston
Industry Banking
Experience
Fidelity Investments June 2015 - August 2015
Banco Popular de Puerto Rico May 2015 - May 2015
El Nuevo Dia September 2014 - December 2014
Banco Popular de Puerto Rico June 2014 - August 2014
Banco Popular de Puerto Rico July 2013 - August 2013
Foundations of Management and Entrepreneurship (Stickah) November 2012 - May 2013
M's Fashion Blog 2011 - 2012
Puerto Rico Solid Waste (ADS) June 2011 - June 2011
Central America and Caribbean Games July 2010 - July 2010
On the Go June 2010 - June 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Entrepreneurship, Finance, Global Business..., Oral & Written..., Minitab, Project Management, Google Adwords, Google Analytics, Public Speaking, Strategic Planning, Design Thinking, Global Marketing, Microsoft Project, CRM, CRM Databases, Oracle CRM, New Business Development, Marketing Strategy, Management, Business Strategy, Research, Innovation, Social Media, Gantt Project, Time Management, Leadership, Process Improvement, project m, Project Planning, Consulting, Creativity Skills, Strategy
Education
Babson College 2012 — 2016
Institut catholique de Paris 2014 — 2014
Colegio Puertorriqueno de Ninas
High School
Fidelity Investments June 2015 - August 2015
Banco Popular de Puerto Rico May 2015 - May 2015
El Nuevo Dia September 2014 - December 2014
Banco Popular de Puerto Rico June 2014 - August 2014
Banco Popular de Puerto Rico July 2013 - August 2013
Foundations of Management and Entrepreneurship (Stickah) November 2012 - May 2013
M's Fashion Blog 2011 - 2012
Puerto Rico Solid Waste (ADS) June 2011 - June 2011
Central America and Caribbean Games July 2010 - July 2010
On the Go June 2010 - June 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Entrepreneurship, Finance, Global Business..., Oral & Written..., Minitab, Project Management, Google Adwords, Google Analytics, Public Speaking, Strategic Planning, Design Thinking, Global Marketing, Microsoft Project, CRM, CRM Databases, Oracle CRM, New Business Development, Marketing Strategy, Management, Business Strategy, Research, Innovation, Social Media, Gantt Project, Time Management, Leadership, Process Improvement, project m, Project Planning, Consulting, Creativity Skills, Strategy
Education
Babson College 2012 — 2016
Institut catholique de Paris 2014 — 2014
Colegio Puertorriqueno de Ninas
High School
Anurag Wakhlu, CFA's Fidelity Investments Experience 1996 - 2000
Job Global Business Director, Financial Services
Industry Financial Services
Experience
Dassault Systemes April 2012 - Present
Coloci Inc. 2011 - March 2012
State Street Global Advisors January 2008 - December 2010
State Street Global Advisors 2002 - 2007
Fundpeek Inc 2002 - 2002
Yantra Corp 2000 - 2002
Fidelity Investments 1996 - 2000
Keane Inc 1995 - 1996
Infosys 1993 - 1995
Skills
Fixed Income, Investment Strategies, Analytics, Financial Markets, Equity Trading, Risk Analysis, Equity Derivatives, Financial Technology, Business Intelligence, Product Management, IT Strategy, Fixed Income Analysis, Advanced Analytics, Enterprise Software, Strategy, Start-up Ventures, SaaS, Product Development, Start-ups, Competitive Analysis, Strategic Partnerships, Go-to-market Strategy, Portfolio Management, Business Strategy, Enterprise Architecture, Analysis, Pre-sales, Financial Services, Equities, Capital Markets, Valuation, Investments, E-commerce, Risk Management
Education
Babson College 1997 — 2003
MBA, Finance, Entrepreneurship
Indian Institute of Technology, Bombay 1989 — 1993
Bachelor of Technology, Electrical Engineering
Colvin Taluqadars College 1977 — 1989
High School+2, Maths, Physics
Dassault Systemes April 2012 - Present
Coloci Inc. 2011 - March 2012
State Street Global Advisors January 2008 - December 2010
State Street Global Advisors 2002 - 2007
Fundpeek Inc 2002 - 2002
Yantra Corp 2000 - 2002
Fidelity Investments 1996 - 2000
Keane Inc 1995 - 1996
Infosys 1993 - 1995
Skills
Fixed Income, Investment Strategies, Analytics, Financial Markets, Equity Trading, Risk Analysis, Equity Derivatives, Financial Technology, Business Intelligence, Product Management, IT Strategy, Fixed Income Analysis, Advanced Analytics, Enterprise Software, Strategy, Start-up Ventures, SaaS, Product Development, Start-ups, Competitive Analysis, Strategic Partnerships, Go-to-market Strategy, Portfolio Management, Business Strategy, Enterprise Architecture, Analysis, Pre-sales, Financial Services, Equities, Capital Markets, Valuation, Investments, E-commerce, Risk Management
Education
Babson College 1997 — 2003
MBA, Finance, Entrepreneurship
Indian Institute of Technology, Bombay 1989 — 1993
Bachelor of Technology, Electrical Engineering
Colvin Taluqadars College 1977 — 1989
High School+2, Maths, Physics
Matthew Nolan's Fidelity Investments Experience January 2008 - December 2010
Job Managing Director at Boston Technologies Inc
Industry Information Technology and Services
Experience
Boston Technologies Inc December 2013 - Present
Boston Technologies Inc January 2011 - Present
Showcase Restorations April 2001 - Present
Fidelity Investments January 2008 - December 2010
Bloomberg Tradebook October 2005 - August 2007
Bloomberg May 2005 - October 2005
Bloomberg July 2004 - May 2005
Skills
Foreign Exchange, FX trading, Salesforce.com, Business Intelligence, New Business Development, Business Strategy, Start-ups, Entrepreneurship, Management, Sales&Marketing, FX Options, Electronic Trading, Bloomberg, Hedge Funds, Analysis, Options, Trading Strategies, Prime Brokerage, Sales, MetaTrader, Market Data, Trading Systems, Currency, Strategic Partnerships, Derivatives, Trading, Commodity, CRM, Equity Trading, Financial Markets, Strategy, FX Spot, EchoSign, International Sales, Key Account Management, CFDs, Public Speaking, Sales Presentations, Economic Growth, Blogging, Sales Operations, Customer Retention, Account Growth, Futures, FX Trading
Education
Babson College 1999 — 2003
Bachelor of Science
Boston Technologies Inc December 2013 - Present
Boston Technologies Inc January 2011 - Present
Showcase Restorations April 2001 - Present
Fidelity Investments January 2008 - December 2010
Bloomberg Tradebook October 2005 - August 2007
Bloomberg May 2005 - October 2005
Bloomberg July 2004 - May 2005
Skills
Foreign Exchange, FX trading, Salesforce.com, Business Intelligence, New Business Development, Business Strategy, Start-ups, Entrepreneurship, Management, Sales&Marketing, FX Options, Electronic Trading, Bloomberg, Hedge Funds, Analysis, Options, Trading Strategies, Prime Brokerage, Sales, MetaTrader, Market Data, Trading Systems, Currency, Strategic Partnerships, Derivatives, Trading, Commodity, CRM, Equity Trading, Financial Markets, Strategy, FX Spot, EchoSign, International Sales, Key Account Management, CFDs, Public Speaking, Sales Presentations, Economic Growth, Blogging, Sales Operations, Customer Retention, Account Growth, Futures, FX Trading
Education
Babson College 1999 — 2003
Bachelor of Science
Jonathan Kardos's Fidelity Investments Experience March 2011 - Present
Job Principal Design Strategist at Fidelity Investments
Industry Online Media
Experience
Fidelity Investments March 2011 - Present
Fidelity Investments May 2007 - June 2011
Fidelity Investments June 2006 - May 2007
Skills
Entrepreneurship, Experience Design, Information Architecture, Mobile Design, Mobile Devices, Product Development, Social Media, User Experience, User Interface Design, User-centered Design, Interaction Design, Usability Testing, User Experience Design, Wireframes
Education
Babson College 2003 — 2007
BS
Fidelity Investments March 2011 - Present
Fidelity Investments May 2007 - June 2011
Fidelity Investments June 2006 - May 2007
Skills
Entrepreneurship, Experience Design, Information Architecture, Mobile Design, Mobile Devices, Product Development, Social Media, User Experience, User Interface Design, User-centered Design, Interaction Design, Usability Testing, User Experience Design, Wireframes
Education
Babson College 2003 — 2007
BS
Scott Magnacca, CFP®'s Fidelity Investments Experience June 2004 - March 2006
Job Wealth Management Advisor at Boston based financial services firm
Industry Investment Management
Experience
Financial Engines August 2009 - September 2014
Financial Engines August 2007 - August 2009
MassMutual Financial Group March 2006 - August 2007
Fidelity Investments June 2004 - March 2006
Fidelity Investments February 2000 - June 2004
Fidelity Investments July 1999 - January 2000
Fidelity Investments July 1997 - July 1999
Education
Babson College 1990 — 1991
Master of Business Administration (MBA), International Marketing & Finance, 3.0
Boston University 1984 — 1988
Bachelor of Arts (B.A.), Economics with a business minor, 3.5 (cum laude)
Financial Engines August 2009 - September 2014
Financial Engines August 2007 - August 2009
MassMutual Financial Group March 2006 - August 2007
Fidelity Investments June 2004 - March 2006
Fidelity Investments February 2000 - June 2004
Fidelity Investments July 1999 - January 2000
Fidelity Investments July 1997 - July 1999
Education
Babson College 1990 — 1991
Master of Business Administration (MBA), International Marketing & Finance, 3.0
Boston University 1984 — 1988
Bachelor of Arts (B.A.), Economics with a business minor, 3.5 (cum laude)
Amy Grabowski's Fidelity Investments Experience April 2015 - Present
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments November 2013 - April 2015
Nashua School District September 2011 - October 2013
Curves May 2007 - August 2009
Fidelity Investments May 2001 - March 2002
Fidelity Investments May 2000 - May 2001
Fidelity Investments April 1998 - May 1999
Fidelity Investments March 1997 - March 1998
Fidelity Investments January 1996 - March 1997
Fidelity Investments November 1993 - January 1997
Skills
Training, Customer Service, Customer Satisfaction, Call Centers, Teaching, Risk Management, Quality Assurance, Project Management, Leadership
Education
Boston College 1989 — 1993
Bachelor of Arts (B.A.), Communication, General
Babson College
Fidelity Investments April 2015 - Present
Fidelity Investments November 2013 - April 2015
Nashua School District September 2011 - October 2013
Curves May 2007 - August 2009
Fidelity Investments May 2001 - March 2002
Fidelity Investments May 2000 - May 2001
Fidelity Investments April 1998 - May 1999
Fidelity Investments March 1997 - March 1998
Fidelity Investments January 1996 - March 1997
Fidelity Investments November 1993 - January 1997
Skills
Training, Customer Service, Customer Satisfaction, Call Centers, Teaching, Risk Management, Quality Assurance, Project Management, Leadership
Education
Boston College 1989 — 1993
Bachelor of Arts (B.A.), Communication, General
Babson College
Laura (Kimball) Dassow's Fidelity Investments Experience November 1997 - April 2000
Job VP, Finance at Bank of America
Industry Banking
Experience
Bank of America August 2011 - Present
Bank of America August 2009 - August 2011
Bank Of America May 2007 - August 2009
Bright Horizons November 2000 - May 2007
Staples April 2000 - November 2000
Fidelity Investments November 1997 - April 2000
Skills
Forecasting, Financial Modeling, Analysis, Strategic Planning, Sarbanes-Oxley Act, Analytics, Business Development, Financial Analysis, Finance, Banking, Corporate Finance, Financial Reporting, Mergers, Risk Management, Due Diligence, Credit, Process Improvement, Business Strategy, Internal Controls, Microsoft Excel, Variance Analysis, Essbase, PowerPoint, Leadership, Strategic Financial..., Bloomberg, Portfolio Management, Equities, Management, Accounting, Valuation, Investments, Financial Risk, Private Equity, Executive Management, Financial Services, Fixed Income, Loans, Asset Management, Capital Markets, Hedge Funds, Treasury Management, Credit Risk, Investment Banking, Cash Management, Credit Analysis, Investment Management, Relationship Management
Education
Babson College 1995 — 1999
Bachelor's degree, Finance, General
Bank of America August 2011 - Present
Bank of America August 2009 - August 2011
Bank Of America May 2007 - August 2009
Bright Horizons November 2000 - May 2007
Staples April 2000 - November 2000
Fidelity Investments November 1997 - April 2000
Skills
Forecasting, Financial Modeling, Analysis, Strategic Planning, Sarbanes-Oxley Act, Analytics, Business Development, Financial Analysis, Finance, Banking, Corporate Finance, Financial Reporting, Mergers, Risk Management, Due Diligence, Credit, Process Improvement, Business Strategy, Internal Controls, Microsoft Excel, Variance Analysis, Essbase, PowerPoint, Leadership, Strategic Financial..., Bloomberg, Portfolio Management, Equities, Management, Accounting, Valuation, Investments, Financial Risk, Private Equity, Executive Management, Financial Services, Fixed Income, Loans, Asset Management, Capital Markets, Hedge Funds, Treasury Management, Credit Risk, Investment Banking, Cash Management, Credit Analysis, Investment Management, Relationship Management
Education
Babson College 1995 — 1999
Bachelor's degree, Finance, General
Angela Harris Angela Harris's Fidelity Investments Experience May 2003 - July 2005
Job SVP Client Services at The Church Pension Group
Industry Financial Services
Experience
The Church Pension Group November 2010 - Present
The Church Pension Group July 2005 - November 2010
Fidelity Investments May 2003 - July 2005
Fidelity Investments November 2001 - May 2003
Fidelity Investments June 1999 - November 2001
Fidelity Investments June 1998 - June 1999
Convergys July 1996 - June 1998
CIGNA HealthCare 1981 - 1995
Skills
Metrics, Process Improvement, CRM, Technical Writing, Performance Management, Call Centers, Creative Problem Solving, Sales, Management, Outsourcing, Strategy, Customer Satisfaction, Call Center, Training, Employee Benefits, Strategic Planning, Vendor Management, Customer Service, Business Analysis, Change Management, Program Management, Business Process..., Quality Assurance, Leadership, Problem Solving
Education
Babson College
Leadership Certificate Course
Robert Morris University - Illinois
Westview
The Church Pension Group November 2010 - Present
The Church Pension Group July 2005 - November 2010
Fidelity Investments May 2003 - July 2005
Fidelity Investments November 2001 - May 2003
Fidelity Investments June 1999 - November 2001
Fidelity Investments June 1998 - June 1999
Convergys July 1996 - June 1998
CIGNA HealthCare 1981 - 1995
Skills
Metrics, Process Improvement, CRM, Technical Writing, Performance Management, Call Centers, Creative Problem Solving, Sales, Management, Outsourcing, Strategy, Customer Satisfaction, Call Center, Training, Employee Benefits, Strategic Planning, Vendor Management, Customer Service, Business Analysis, Change Management, Program Management, Business Process..., Quality Assurance, Leadership, Problem Solving
Education
Babson College
Leadership Certificate Course
Robert Morris University - Illinois
Westview
Tom Lydon's Fidelity Investments Experience 1983 - 1984
Job ETF Content and Wealth Management
Industry Investment Management
Experience
Virtual Summits September 2011 - Present
ETF Trends August 2005 - Present
Guggenheim Investments 2003 - Present
US Global Investors January 1997 - Present
Global Trends Investments March 1996 - Present
Tiburon CEO Summit 1998 - 2010
Charles Schwab 1992 - 1995
Fidelity Investments 1983 - 1984
Skills
Investments, Mutual Funds, ETFs, Wealth, Investment Advisory, Finance, Asset Management, Financial Risk, Asset Managment, Alternative Investments, Financial Advisory, Non-profits, Management, Economics, Equities, Social Media Marketing, Blogging, Hedge Funds, Strategy, Strategic Planning, Investment Management, Nonprofits, Entrepreneurship, Marketing Communications
Education
Babson College 1978 — 1982
Virtual Summits September 2011 - Present
ETF Trends August 2005 - Present
Guggenheim Investments 2003 - Present
US Global Investors January 1997 - Present
Global Trends Investments March 1996 - Present
Tiburon CEO Summit 1998 - 2010
Charles Schwab 1992 - 1995
Fidelity Investments 1983 - 1984
Skills
Investments, Mutual Funds, ETFs, Wealth, Investment Advisory, Finance, Asset Management, Financial Risk, Asset Managment, Alternative Investments, Financial Advisory, Non-profits, Management, Economics, Equities, Social Media Marketing, Blogging, Hedge Funds, Strategy, Strategic Planning, Investment Management, Nonprofits, Entrepreneurship, Marketing Communications
Education
Babson College 1978 — 1982
Greg McIntosh Greg McIntosh's Fidelity Investments Experience August 2003 - February 2009
Job Software Developer at Compart North America
Industry Computer Software
Experience
Compart North America June 2014 - Present
Compart North America September 2009 - May 2014
Nightingale Group, LLC February 2009 - September 2009
Fidelity Investments August 2003 - February 2009
Fidelity Investments February 2000 - July 2003
Fidelity Investments March 1998 - January 2000
Skills
XML, Agile Methodologies, Integration, SDLC, Web Services, Java Enterprise Edition, Java, Web Applications, jQuery, C#, Web Development, JSP, OOP, HTML 5, Servlets, Software Development, Scrum, JavaScript, Enterprise Software, SOA, Websphere, Oracle, WebSphere
Education
Northeastern University 1997 — 1998
Certificate, Computer Systems Specialist Program (CSSP)
Babson College 1986 — 1990
BS, Marketing and Entrepreneurial Studies
Compart North America June 2014 - Present
Compart North America September 2009 - May 2014
Nightingale Group, LLC February 2009 - September 2009
Fidelity Investments August 2003 - February 2009
Fidelity Investments February 2000 - July 2003
Fidelity Investments March 1998 - January 2000
Skills
XML, Agile Methodologies, Integration, SDLC, Web Services, Java Enterprise Edition, Java, Web Applications, jQuery, C#, Web Development, JSP, OOP, HTML 5, Servlets, Software Development, Scrum, JavaScript, Enterprise Software, SOA, Websphere, Oracle, WebSphere
Education
Northeastern University 1997 — 1998
Certificate, Computer Systems Specialist Program (CSSP)
Babson College 1986 — 1990
BS, Marketing and Entrepreneurial Studies
'Bala' (P. A.) Balasubramanian's Fidelity Investments Experience July 2011 - August 2011
Job Business Intelligence Architect and Project Manager
Industry Information Technology and Services
Experience
Commonwealth of Massachusetts July 2012 - November 2012
Fidelity Investments July 2011 - August 2011
Bullhorn January 2011 - May 2011
The Ironside Group, Inc. July 2008 - December 2010
Information Resources, Inc. March 2007 - March 2008
Acadian Asset Management January 2006 - March 2007
Sognus Inc. June 2003 - December 2005
Commonwealth of Massachusetts May 2001 - May 2003
Fidelity Investments May 2000 - April 2001
Commonwealth of Massachusetts December 1999 - April 2000
Skills
SQL, Business Intelligence, Data Warehousing, Certified Project..., COBOL, VB.NET, ASP, Unix, Databases, Business Intelligence..., Microsoft SQL Server, ETL, Software Development, Analytics, Project Management
Education
Babson College 1999 — 2002
MBA, Hi-tech Enterpises, Entrepreneurship
Indian Institute of Technology, Kharagpur 1977 — 1982
B.Tech, Engineering
Commonwealth of Massachusetts July 2012 - November 2012
Fidelity Investments July 2011 - August 2011
Bullhorn January 2011 - May 2011
The Ironside Group, Inc. July 2008 - December 2010
Information Resources, Inc. March 2007 - March 2008
Acadian Asset Management January 2006 - March 2007
Sognus Inc. June 2003 - December 2005
Commonwealth of Massachusetts May 2001 - May 2003
Fidelity Investments May 2000 - April 2001
Commonwealth of Massachusetts December 1999 - April 2000
Skills
SQL, Business Intelligence, Data Warehousing, Certified Project..., COBOL, VB.NET, ASP, Unix, Databases, Business Intelligence..., Microsoft SQL Server, ETL, Software Development, Analytics, Project Management
Education
Babson College 1999 — 2002
MBA, Hi-tech Enterpises, Entrepreneurship
Indian Institute of Technology, Kharagpur 1977 — 1982
B.Tech, Engineering
Jane Bresnahan's Fidelity Investments Experience 1990 - 1992
Job Business Analyst at SoftCode, Inc.
Industry Computer Software
Experience
SoftCode, Inc. 2011 - Present
National Financial 2006 - 2010
National Financial 2003 - 2006
Fidelity Strategic New Business Development 1998 - 2002
Fidelity Investments Institutional Services 1995 - 1998
Fidelity Investments Institutional Services 1992 - 1995
Fidelity Investments 1990 - 1992
Fidelity Investments 1988 - 1990
Skills
Analysis, Mutual Funds, Financial Modeling, Financial Reporting, Forecasting, Pricing, Budgets, Finance, Leadership, Corporate Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration
Babson College
Bachelor of Science
SoftCode, Inc. 2011 - Present
National Financial 2006 - 2010
National Financial 2003 - 2006
Fidelity Strategic New Business Development 1998 - 2002
Fidelity Investments Institutional Services 1995 - 1998
Fidelity Investments Institutional Services 1992 - 1995
Fidelity Investments 1990 - 1992
Fidelity Investments 1988 - 1990
Skills
Analysis, Mutual Funds, Financial Modeling, Financial Reporting, Forecasting, Pricing, Budgets, Finance, Leadership, Corporate Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration
Babson College
Bachelor of Science
Ananda Murthy's Fidelity Investments Experience 2014 - 2015
Job Senior IT Leader
Industry Information Technology and Services
Experience
Fidelity Investments 2014 - 2015
Fidelity Investments 2014 - 2015
Fidelity Investments 2014 - 2015
Sapient February 2008 - March 2014
Symbiox Technologies, Inc February 2002 - February 2008
Fidelity Capital Markets July 2000 - October 2001
Software Consulting Network May 2000 - January 2001
Brown Brothers Harriman January 1998 - September 1999
CBSI (Now Covansys) July 1993 - January 1998
Tata Consultancy Services June 1990 - July 1993
Skills
Program Management, Product Management, Strategic Planning, Solution Architecture, Solutions Design, Leading Organizational..., IT Management, Project Management, Agile Methodologies, Databases, SDLC
Education
Babson College 1998 — 2001
Master's Degree
University of Mysore 1985 — 1989
Bachelor's Degree
Fidelity Investments 2014 - 2015
Fidelity Investments 2014 - 2015
Fidelity Investments 2014 - 2015
Sapient February 2008 - March 2014
Symbiox Technologies, Inc February 2002 - February 2008
Fidelity Capital Markets July 2000 - October 2001
Software Consulting Network May 2000 - January 2001
Brown Brothers Harriman January 1998 - September 1999
CBSI (Now Covansys) July 1993 - January 1998
Tata Consultancy Services June 1990 - July 1993
Skills
Program Management, Product Management, Strategic Planning, Solution Architecture, Solutions Design, Leading Organizational..., IT Management, Project Management, Agile Methodologies, Databases, SDLC
Education
Babson College 1998 — 2001
Master's Degree
University of Mysore 1985 — 1989
Bachelor's Degree
Peter Chandler's Fidelity Investments Experience May 2001 - January 2006
Job
Industry Internet
Experience
Salesforce.com March 2010 - Present
Bank of America March 2008 - March 2010
Bank of America January 2006 - March 2008
Fidelity Investments May 2001 - January 2006
Razorfish 2000 - 2001
Brodeur Interactive January 1998 - April 2000
Brodeur Worldwide 1998 - 2000
Skills
Salesforce.com, Account Management, Cloud Computing, SaaS, Enterprise Software, Program Management, Vendor Management, Leadership, CRM, E-commerce, Business Development, Cross-functional Team..., Product Management, Business Intelligence, New Business Development, Business Analysis, Management, Solution Selling, Analytics, Product Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1992
MBA
Babson College 1985 — 1989
BS/BA
St John's Prep 1981 — 1985
Salesforce.com March 2010 - Present
Bank of America March 2008 - March 2010
Bank of America January 2006 - March 2008
Fidelity Investments May 2001 - January 2006
Razorfish 2000 - 2001
Brodeur Interactive January 1998 - April 2000
Brodeur Worldwide 1998 - 2000
Skills
Salesforce.com, Account Management, Cloud Computing, SaaS, Enterprise Software, Program Management, Vendor Management, Leadership, CRM, E-commerce, Business Development, Cross-functional Team..., Product Management, Business Intelligence, New Business Development, Business Analysis, Management, Solution Selling, Analytics, Product Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1992
MBA
Babson College 1985 — 1989
BS/BA
St John's Prep 1981 — 1985
Kim Baker's Fidelity Investments Experience April 2015 - Present
Job
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Wellington Management 2014 - 2015
Charles River Development 2007 - 2013
Investors Bank & Trust 2004 - 2007
Thomson Financial 2001 - 2004
Monitor Company 2000 - 2001
Fidelity Investments 1995 - 2000
Skills
Trading Systems, Market Data, Electronic Trading, Fixed Income, Equities, Trading, Derivatives, Agile Methodologies, Product Management, Vendor Management, Business Requirements, Business Analysis, Requirements Gathering, Requirements Analysis, Futures Trading, Equity Derivatives, Options, Equity Trading, Order Management, Product Development, Investment Management, Financial Markets, Bloomberg, SDLC, Financial Services, Middle Office, Use Case Analysis, Functional..., User Acceptance Testing, FX Options, Charles River IMS, Hedge Funds, Reference Data, Corporate Actions, Relating to Clients, Integration, Software Documentation, Prime Brokerage, FIX, SQL, Software Project..., Consulting, Project Management, Agile Project Management, JIRA, Rally, HP Quality Center
Education
Boston University Questrom School of Business 2007 — 2009
MBA
Babson College 1991 — 1995
BS
Fidelity Investments April 2015 - Present
Wellington Management 2014 - 2015
Charles River Development 2007 - 2013
Investors Bank & Trust 2004 - 2007
Thomson Financial 2001 - 2004
Monitor Company 2000 - 2001
Fidelity Investments 1995 - 2000
Skills
Trading Systems, Market Data, Electronic Trading, Fixed Income, Equities, Trading, Derivatives, Agile Methodologies, Product Management, Vendor Management, Business Requirements, Business Analysis, Requirements Gathering, Requirements Analysis, Futures Trading, Equity Derivatives, Options, Equity Trading, Order Management, Product Development, Investment Management, Financial Markets, Bloomberg, SDLC, Financial Services, Middle Office, Use Case Analysis, Functional..., User Acceptance Testing, FX Options, Charles River IMS, Hedge Funds, Reference Data, Corporate Actions, Relating to Clients, Integration, Software Documentation, Prime Brokerage, FIX, SQL, Software Project..., Consulting, Project Management, Agile Project Management, JIRA, Rally, HP Quality Center
Education
Boston University Questrom School of Business 2007 — 2009
MBA
Babson College 1991 — 1995
BS
Phil Tower's Fidelity Investments Experience October 2008 - November 2008
Job Sr. Finance Manager at GTECH
Industry Information Technology and Services
Experience
GTECH April 2013 - Present
GTECH February 2010 - April 2013
Fidelity Investments October 2008 - November 2008
Bluesky Brands 2007 - 2008
GTECH Corp April 2003 - December 2006
GTECH Corp June 2002 - March 2003
GTECH Corporation April 1997 - May 2002
Motorola ISG (formerly Motorola Codex) April 1981 - April 1997
Education
Bryant University 1983 — 1989
MBA, Information Systems
Babson College 1975 — 1978
BSBA, Marketing
GTECH April 2013 - Present
GTECH February 2010 - April 2013
Fidelity Investments October 2008 - November 2008
Bluesky Brands 2007 - 2008
GTECH Corp April 2003 - December 2006
GTECH Corp June 2002 - March 2003
GTECH Corporation April 1997 - May 2002
Motorola ISG (formerly Motorola Codex) April 1981 - April 1997
Education
Bryant University 1983 — 1989
MBA, Information Systems
Babson College 1975 — 1978
BSBA, Marketing
Michael McGuirk, PMP's Fidelity Investments Experience June 2010 - Present
Job
Industry Information Technology and Services
Experience
Fidelity Investments June 2010 - Present
The Hanover Insurance Group May 2009 - September 2009
Fidelity Investments November 2007 - February 2009
FILI, Fidelity Investments June 2006 - October 2007
Fidelity Investments December 2005 - June 2006
Fidelity Investments March 2001 - December 2005
Education
Babson College 1993 — 1997
Bachelor of Science
Saint John's High School (Shrewsbury) 1989 — 1993
Fidelity Investments June 2010 - Present
The Hanover Insurance Group May 2009 - September 2009
Fidelity Investments November 2007 - February 2009
FILI, Fidelity Investments June 2006 - October 2007
Fidelity Investments December 2005 - June 2006
Fidelity Investments March 2001 - December 2005
Education
Babson College 1993 — 1997
Bachelor of Science
Saint John's High School (Shrewsbury) 1989 — 1993
Rob Kochakian's Fidelity Investments Experience August 1993 - April 2006
Job Family Office / Wealth Management / Business Consulting
Industry Financial Services
Experience
U.S. Trust November 2007 - August 2015
U.S. Trust November 2006 - 2007
Fidelity Investments August 1993 - April 2006
Skills
Family Office..., Wealth Management, Investment Management, Financial Services, Capital Markets, Asset Management, Alternative Investments, Equities, Fixed Income, Portfolio Management, Investments, Asset Allocation
Education
Babson College 1985 — 1987
MBA
University of Massachusetts Lowell 1981 — 1985
BS
NASD
Series 7, 63, 24
U.S. Trust November 2007 - August 2015
U.S. Trust November 2006 - 2007
Fidelity Investments August 1993 - April 2006
Skills
Family Office..., Wealth Management, Investment Management, Financial Services, Capital Markets, Asset Management, Alternative Investments, Equities, Fixed Income, Portfolio Management, Investments, Asset Allocation
Education
Babson College 1985 — 1987
MBA
University of Massachusetts Lowell 1981 — 1985
BS
NASD
Series 7, 63, 24
Samantha Thu's Fidelity Investments Experience June 2012 - July 2013
Job
Industry Marketing and Advertising
Experience
The Boston Group March 2014 - Present
Citizens Bank July 2013 - March 2014
Fidelity Investments June 2012 - July 2013
PARTNERS+simons May 2009 - June 2012
Pangea Media July 2008 - April 2009
TripAdvisor April 2007 - July 2008
CBS Radio/WODS-FM September 2005 - April 2007
Bay State Games/MASF May 2005 - September 2005
CBS Radio/Mix 98-5 November 2003 - May 2005
Bank of America Championship May 2003 - August 2004
Education
Babson College 2001 — 2005
Business Management, Marketing, Management
The Boston Group March 2014 - Present
Citizens Bank July 2013 - March 2014
Fidelity Investments June 2012 - July 2013
PARTNERS+simons May 2009 - June 2012
Pangea Media July 2008 - April 2009
TripAdvisor April 2007 - July 2008
CBS Radio/WODS-FM September 2005 - April 2007
Bay State Games/MASF May 2005 - September 2005
CBS Radio/Mix 98-5 November 2003 - May 2005
Bank of America Championship May 2003 - August 2004
Education
Babson College 2001 — 2005
Business Management, Marketing, Management
Josh Roman's Fidelity Investments Experience June 2005 - August 2011
Job Agency Principal at Roman Financial Group an Allstate Agency
Industry Financial Services
Experience
Roman Financial Group an Allstate Agency October 2011 - Present
Fidelity Investments June 2005 - August 2011
Independent March 2002 - May 2005
Carty & Company May 2001 - February 2002
Skills
Investments, Strategic Financial..., Retirement, Business Analysis
Education
Babson College 2007 — 2010
MBA, Entrepreneurship
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA, Entrepreneurship
The University of Memphis 1996 — 2001
Bachelor of Business Administration (BBA), Finance, Insurance and Risk Management
Roman Financial Group an Allstate Agency October 2011 - Present
Fidelity Investments June 2005 - August 2011
Independent March 2002 - May 2005
Carty & Company May 2001 - February 2002
Skills
Investments, Strategic Financial..., Retirement, Business Analysis
Education
Babson College 2007 — 2010
MBA, Entrepreneurship
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA, Entrepreneurship
The University of Memphis 1996 — 2001
Bachelor of Business Administration (BBA), Finance, Insurance and Risk Management
Nicholas Bezreh's Fidelity Investments Experience January 2011 - March 2015
Job Sr. Project Manager at Collaborative Consulting
Industry Financial Services
Experience
Collaborative Consulting April 2015 - Present
Fidelity Investments January 2011 - March 2015
Fidelity Investments - Enterprise Compliance July 2007 - December 2010
Fidelity Investments May 2000 - July 2007
Fidelity Investments April 1996 - May 2000
Mellon Bank September 1991 - April 1996
Coopers & Lybrand August 1983 - August 1992
Skills
Agile Methodologies, Project Portfolio..., SDLC, PMO, Visio, Software Project..., Process Improvement, PMP, Vendor Management, Requirements Gathering, Requirements Analysis, Business Analysis, Program Management, Financial Services, Project Management, Management, Enterprise Software, IT Strategy, Business Process..., Business Intelligence, Waterfall, Enterprise Architecture, Systems Analysis
Education
Babson College 1982 — 1986
MBA, Finance Concentration
Bentley University 1976 — 1981
BS Accounting and BS Computer Infomations Systems
Arlington High School 1972 — 1976
Diploma
Collaborative Consulting April 2015 - Present
Fidelity Investments January 2011 - March 2015
Fidelity Investments - Enterprise Compliance July 2007 - December 2010
Fidelity Investments May 2000 - July 2007
Fidelity Investments April 1996 - May 2000
Mellon Bank September 1991 - April 1996
Coopers & Lybrand August 1983 - August 1992
Skills
Agile Methodologies, Project Portfolio..., SDLC, PMO, Visio, Software Project..., Process Improvement, PMP, Vendor Management, Requirements Gathering, Requirements Analysis, Business Analysis, Program Management, Financial Services, Project Management, Management, Enterprise Software, IT Strategy, Business Process..., Business Intelligence, Waterfall, Enterprise Architecture, Systems Analysis
Education
Babson College 1982 — 1986
MBA, Finance Concentration
Bentley University 1976 — 1981
BS Accounting and BS Computer Infomations Systems
Arlington High School 1972 — 1976
Diploma
Brian Vogler's Fidelity Investments Experience January 2014 - Present
Job Product Manager, Investment Product Management at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments August 2008 - December 2013
EMC Corporation February 2006 - August 2008
EMC Corporation July 2002 - January 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
Master of Science, Finance
Babson College 1998 — 2002
Bachlor of Science, Finance
Fidelity Investments January 2014 - Present
Fidelity Investments August 2008 - December 2013
EMC Corporation February 2006 - August 2008
EMC Corporation July 2002 - January 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
Master of Science, Finance
Babson College 1998 — 2002
Bachlor of Science, Finance
David Monks's Fidelity Investments Experience 1994 - 1999
Job Managing Director BlackRock
Industry Financial Services
Experience
BlackRock December 2012 - Present
BlackRock January 2013 - September 2013
State Street Research 2002 - 2006
Zurich Scudder Investments July 2001 - April 2002
Putnam Investments 1999 - 2001
Fidelity Investments 1994 - 1999
Skills
Mutual Funds, Fixed Income, Middle Office, Back Office, Investments, Asset Managment, Equities, Derivatives, ETFs, Corporate Actions, Alternative Investments, Fund Administration, Hedge Funds, Securities, Bloomberg, Series 7, Investment Management, Leading Organizational..., Organizational Change..., Operational Turnaround, Asset Management, Settlement, Trading Systems, Trading, Options, Fund Of Funds, Financial Services, Prime Brokerage, Securities Lending, Asset Allocation, Bonds, Operational Risk..., Equity Derivatives, Fund Accounting, Risk Management
Education
Babson College
Executive Program - Business Acumen
Charter Oak State College
Bachelor of Science (BS), Business / Accounting Minor
BlackRock December 2012 - Present
BlackRock January 2013 - September 2013
State Street Research 2002 - 2006
Zurich Scudder Investments July 2001 - April 2002
Putnam Investments 1999 - 2001
Fidelity Investments 1994 - 1999
Skills
Mutual Funds, Fixed Income, Middle Office, Back Office, Investments, Asset Managment, Equities, Derivatives, ETFs, Corporate Actions, Alternative Investments, Fund Administration, Hedge Funds, Securities, Bloomberg, Series 7, Investment Management, Leading Organizational..., Organizational Change..., Operational Turnaround, Asset Management, Settlement, Trading Systems, Trading, Options, Fund Of Funds, Financial Services, Prime Brokerage, Securities Lending, Asset Allocation, Bonds, Operational Risk..., Equity Derivatives, Fund Accounting, Risk Management
Education
Babson College
Executive Program - Business Acumen
Charter Oak State College
Bachelor of Science (BS), Business / Accounting Minor
Matthew Walsh's Fidelity Investments Experience August 2014 - Present
Job Strategy at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments August 2014 - Present
Skills
Financial Modeling, Financial Analysis, Business Strategy, Due Diligence, Analytics, Competitive Analysis, Strategic Consulting, Business Planning, Management Consulting, Market Research, Strategic Planning, Cost Reduction..., EBITDA Growth, Change Management, Strategic Sourcing, Business Process..., Process Improvement, Monte Carlo Simulation, Regression Models, Regression Analysis, Market Analysis, Business Analysis, Strategy, Data Analysis
Education
Duke University - Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Babson College 2003 — 2007
2007
Boston College High School 1999 — 2003
High School
Fidelity Investments August 2014 - Present
Skills
Financial Modeling, Financial Analysis, Business Strategy, Due Diligence, Analytics, Competitive Analysis, Strategic Consulting, Business Planning, Management Consulting, Market Research, Strategic Planning, Cost Reduction..., EBITDA Growth, Change Management, Strategic Sourcing, Business Process..., Process Improvement, Monte Carlo Simulation, Regression Models, Regression Analysis, Market Analysis, Business Analysis, Strategy, Data Analysis
Education
Duke University - Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Babson College 2003 — 2007
2007
Boston College High School 1999 — 2003
High School
Adam Bierden's Fidelity Investments Experience Sr. Data AnalystNational Financial2006 - Present
Job Sr. Data Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Sr. Data AnalystNational Financial2006 - Present
Education
Babson College 1993 — 1996
Fidelity Investments Sr. Data AnalystNational Financial2006 - Present
Education
Babson College 1993 — 1996
Jacqueline Gosciak's Fidelity Investments Experience February 2000 - June 2007
Job Human Resources Manager at Boston Properties
Industry Human Resources
Experience
Boston Properties September 2014 - Present
Getting Restarted - Career Management and Recruiting Services September 2011 - August 2014
Fidelity Investments February 2000 - June 2007
Skills
People Development, Recruiting, Career Transition..., Career Counseling, Talent Acquisition, Talent Management, Coaching, Career Management, Sourcing, Employee Training, Career Development, Temporary Placement, College Recruiting, Vendor Management, Program Facilitation, Mentoring, Full-cycle Recruiting, Non-profit Development, Grant Management, Private Foundations, Project Management, Program Management, Training, Training & Development, Career Transitioning, Fundraising, Student Counseling, Higher Education
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1999
MBA
Babson College 1990 — 1994
Bachelor of Science
Boston Properties September 2014 - Present
Getting Restarted - Career Management and Recruiting Services September 2011 - August 2014
Fidelity Investments February 2000 - June 2007
Skills
People Development, Recruiting, Career Transition..., Career Counseling, Talent Acquisition, Talent Management, Coaching, Career Management, Sourcing, Employee Training, Career Development, Temporary Placement, College Recruiting, Vendor Management, Program Facilitation, Mentoring, Full-cycle Recruiting, Non-profit Development, Grant Management, Private Foundations, Project Management, Program Management, Training, Training & Development, Career Transitioning, Fundraising, Student Counseling, Higher Education
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1999
MBA
Babson College 1990 — 1994
Bachelor of Science
David Calero's Fidelity Investments Experience January 2005 - December 2007
Job Employee Services Rep
Industry Consumer Services
Experience
Bose Corporation October 2013 - Present
MEDITECH 2008 - 2011
Fidelity Investments January 2005 - December 2007
Fidelity 2005 - 2007
Friendly Ice Cream Corporation July 1991 - December 2003
Friendlys 1991 - 2003
Skills
Microsoft Excel, Customer Service, Public Speaking, Microsoft Word, Payroll, Microsoft Office, Financial Analysis, PowerPoint, Project Management, Public Relations, Leadership, Sales, Customer Satisfaction, Outlook
Education
Babson College 2004 — 2007
MBA, Business
Providence College 1992 — 1996
B.S., Marketing
Monument Mountain Regional 1989 — 1992
Bose Corporation October 2013 - Present
MEDITECH 2008 - 2011
Fidelity Investments January 2005 - December 2007
Fidelity 2005 - 2007
Friendly Ice Cream Corporation July 1991 - December 2003
Friendlys 1991 - 2003
Skills
Microsoft Excel, Customer Service, Public Speaking, Microsoft Word, Payroll, Microsoft Office, Financial Analysis, PowerPoint, Project Management, Public Relations, Leadership, Sales, Customer Satisfaction, Outlook
Education
Babson College 2004 — 2007
MBA, Business
Providence College 1992 — 1996
B.S., Marketing
Monument Mountain Regional 1989 — 1992
Clara Chan's Fidelity Investments Experience June 2001 - June 2007
Job Assistant Vice President, Performance & Composite Service at Wellington Management
Industry Financial Services
Experience
Wellington Management October 2011 - Present
Eagle Investment Systems June 2008 - October 2011
Batterymarch Financial Management July 2007 - June 2008
French Press Coffee April 2005 - December 2007
Fidelity Investments June 2001 - June 2007
Skills
Entrepreneurship, Project Management, Mutual Funds, Investments, Bloomberg, Equities, Asset Managment, Financial Modeling, Alternative Investments, Fixed Income, Hedge Funds, Portfolio Management, Valuation, Business Analysis, Financial Analysis, Securities, Trading, Investment Management, Risk Management, Performance Measurement, Management Consulting, Analytics, Series 7, Derivatives, Financial Services, Requirements Analysis, Process Improvement, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Leadership & Entrepreneurship
Babson College 1997 — 2001
Bachelor of Science, Finance, International Business
Wellington Management October 2011 - Present
Eagle Investment Systems June 2008 - October 2011
Batterymarch Financial Management July 2007 - June 2008
French Press Coffee April 2005 - December 2007
Fidelity Investments June 2001 - June 2007
Skills
Entrepreneurship, Project Management, Mutual Funds, Investments, Bloomberg, Equities, Asset Managment, Financial Modeling, Alternative Investments, Fixed Income, Hedge Funds, Portfolio Management, Valuation, Business Analysis, Financial Analysis, Securities, Trading, Investment Management, Risk Management, Performance Measurement, Management Consulting, Analytics, Series 7, Derivatives, Financial Services, Requirements Analysis, Process Improvement, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Leadership & Entrepreneurship
Babson College 1997 — 2001
Bachelor of Science, Finance, International Business
Danah Al-Husaini's Fidelity Investments Experience December 2012 - Present
Job Vice President and Controller of Workplace Investing at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments December 2012 - Present
Fidelity Investments June 2010 - December 2012
PricewaterhouseCoopers September 1997 - June 2010
Skills
Internal Audit, Auditing, US GAAP, IFRS, Accounting, Financial Reporting, Internal Controls, Financial Accounting, Due Diligence, CPA, Corporate Finance, Valuation, Financial Analysis, Business Analysis, SAS70, Income Tax, Sarbanes-Oxley Act, SEC filings
Education
Babson College 1993 — 1997
Bachelor of Science (B.S.), Accounting
Fidelity Investments December 2012 - Present
Fidelity Investments June 2010 - December 2012
PricewaterhouseCoopers September 1997 - June 2010
Skills
Internal Audit, Auditing, US GAAP, IFRS, Accounting, Financial Reporting, Internal Controls, Financial Accounting, Due Diligence, CPA, Corporate Finance, Valuation, Financial Analysis, Business Analysis, SAS70, Income Tax, Sarbanes-Oxley Act, SEC filings
Education
Babson College 1993 — 1997
Bachelor of Science (B.S.), Accounting
Sukjun Choi's Fidelity Investments Experience 2008 - 2008
Job Senior Financial Analyst @ salesforce.com
Industry Information Technology and Services
Experience
salesforce.com September 2013 - Present
Disney Interactive Media Group - Mobile Gaming April 2012 - September 2013
Boston Scientific August 2010 - March 2012
Boston Scientific February 2009 - August 2010
North American Management September 2007 - December 2008
SDG Consulting June 2008 - August 2008
Fidelity Investments 2008 - 2008
North American Management 2007 - 2008
Didi Davis Food LLC September 2007 - December 2007
Babson Executive Education May 2007 - November 2007
Skills
Valuation, Forecasting, Financial Analysis, Budgeting, Financial Modeling, Excel, Strategic Planning, Financial Reporting, Corporate Finance, Financial Planning, PowerPoint, Accounting, Market Research, Bloomberg, Microsoft Office, Analytics, SAP, English, Research, Budgets, Microsoft Excel, Management, Finance, Business Development, Business Planning
Education
Babson College 2002 — 2008
BBA, Finance, Computational Finance
Westminster 1998 — 2002
salesforce.com September 2013 - Present
Disney Interactive Media Group - Mobile Gaming April 2012 - September 2013
Boston Scientific August 2010 - March 2012
Boston Scientific February 2009 - August 2010
North American Management September 2007 - December 2008
SDG Consulting June 2008 - August 2008
Fidelity Investments 2008 - 2008
North American Management 2007 - 2008
Didi Davis Food LLC September 2007 - December 2007
Babson Executive Education May 2007 - November 2007
Skills
Valuation, Forecasting, Financial Analysis, Budgeting, Financial Modeling, Excel, Strategic Planning, Financial Reporting, Corporate Finance, Financial Planning, PowerPoint, Accounting, Market Research, Bloomberg, Microsoft Office, Analytics, SAP, English, Research, Budgets, Microsoft Excel, Management, Finance, Business Development, Business Planning
Education
Babson College 2002 — 2008
BBA, Finance, Computational Finance
Westminster 1998 — 2002
Brett Everest's Fidelity Investments Experience May 2004 - August 2004
Job Manager, Business Planning & Analysis at Oracle
Industry Computer Software
Experience
Oracle April 2011 - Present
Oracle Corporation October 2010 - April 2011
Phase Forward October 2008 - October 2010
IBM October 2007 - October 2008
IBM July 2005 - October 2007
Fidelity Investments May 2004 - August 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2013
MBA, Corporate Finance
Babson College 2001 — 2005
B.S., Management/Finance
Oracle April 2011 - Present
Oracle Corporation October 2010 - April 2011
Phase Forward October 2008 - October 2010
IBM October 2007 - October 2008
IBM July 2005 - October 2007
Fidelity Investments May 2004 - August 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2013
MBA, Corporate Finance
Babson College 2001 — 2005
B.S., Management/Finance
Deb D'Eramo's Fidelity Investments Experience December 1992 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 1992 - Present
The Boston Company 1987 - 1990
Filene's Basement 1984 - 1987
Education
Babson College
MBA
Bentley University
B.S., Computer Systems Management
Boston University
Certificate in Project Management
Braintree High School
Fidelity Investments December 1992 - Present
The Boston Company 1987 - 1990
Filene's Basement 1984 - 1987
Education
Babson College
MBA
Bentley University
B.S., Computer Systems Management
Boston University
Certificate in Project Management
Braintree High School
Abe Dugal's Fidelity Investments Experience June 2008 - September 2008
Job Financial Planning
Industry Financial Services
Experience
Allen Insurance and Financial April 2015 - Present
Cambridge Associates March 2014 - March 2015
Cambridge Associates January 2014 - February 2014
Cambridge Associates January 2012 - December 2013
Cambridge Associates July 2011 - December 2011
Cambridge Associates January 2011 - June 2011
Cambridge Associates January 2010 - December 2010
Cambridge Associates September 2008 - December 2009
Fidelity Investments June 2008 - September 2008
Fidelity Investments January 2007 - June 2008
Skills
Hedge Funds, Investments, Bloomberg, Financial Modeling, Equities, Financial Analysis, Hiring Employees, Fixed Income, Investment Strategies, Series 3 Licensed, Liquidity Analysis, Relationship Management, Financial Services, Compliance Operations, Currency Futures
Education
Babson College
Business Management, Finance and Accounting
Allen Insurance and Financial April 2015 - Present
Cambridge Associates March 2014 - March 2015
Cambridge Associates January 2014 - February 2014
Cambridge Associates January 2012 - December 2013
Cambridge Associates July 2011 - December 2011
Cambridge Associates January 2011 - June 2011
Cambridge Associates January 2010 - December 2010
Cambridge Associates September 2008 - December 2009
Fidelity Investments June 2008 - September 2008
Fidelity Investments January 2007 - June 2008
Skills
Hedge Funds, Investments, Bloomberg, Financial Modeling, Equities, Financial Analysis, Hiring Employees, Fixed Income, Investment Strategies, Series 3 Licensed, Liquidity Analysis, Relationship Management, Financial Services, Compliance Operations, Currency Futures
Education
Babson College
Business Management, Finance and Accounting
John Sherman, PMP's Fidelity Investments Experience November 1994 - June 2009
Job Practice Lead ResultsPositive
Industry Information Technology and Services
Experience
ResultsPositive July 2009 - Present
Fidelity Investments November 1994 - June 2009
Millipore 1984 - 1994
Skills
Risk Management, Financial Services, PMP, Portfolio Management, PMO, Process Improvement, Project Portfolio..., IT Strategy, Business Process..., Software Project..., Requirements Analysis, Program Management, Asset Management, Relationship Management, Requirements Gathering
Education
Babson College
MBA, Business
Bentley University
MSCIS, Computer Information Systems
Boston College
BS, Accounting
ResultsPositive July 2009 - Present
Fidelity Investments November 1994 - June 2009
Millipore 1984 - 1994
Skills
Risk Management, Financial Services, PMP, Portfolio Management, PMO, Process Improvement, Project Portfolio..., IT Strategy, Business Process..., Software Project..., Requirements Analysis, Program Management, Asset Management, Relationship Management, Requirements Gathering
Education
Babson College
MBA, Business
Bentley University
MSCIS, Computer Information Systems
Boston College
BS, Accounting
Brian London's Fidelity Investments Experience January 2000 - October 2002
Job Financial Systems Administrator at Clean Harbors
Industry Environmental Services
Experience
Clean Harbors January 2011 - Present
Clean Harbors July 2010 - January 2011
Boston Scientific January 2010 - July 2010
Aspen Specialty Insurance September 2005 - April 2009
OneBeacon Insurance March 2003 - September 2005
Fidelity Investments January 2000 - October 2002
Blue Cross Blue Shield of MA 1988 - 1998
Skills
Financial Reporting, Hyperion Enterprise, Variance Analysis, Financial Analysis, Forecasting, PeopleSoft, Process Improvement, Accounting, Finance, Budgets, Cognos, Hyperion Planning, Financial Audits, Project Management, GAAP, Financial Statements, Management, Financial Systems, Sarbanes-Oxley Act, Integration
Education
Babson College 1985 — 1988
MBA, Finance
Boston College 1977 — 1981
BA, English
Clean Harbors January 2011 - Present
Clean Harbors July 2010 - January 2011
Boston Scientific January 2010 - July 2010
Aspen Specialty Insurance September 2005 - April 2009
OneBeacon Insurance March 2003 - September 2005
Fidelity Investments January 2000 - October 2002
Blue Cross Blue Shield of MA 1988 - 1998
Skills
Financial Reporting, Hyperion Enterprise, Variance Analysis, Financial Analysis, Forecasting, PeopleSoft, Process Improvement, Accounting, Finance, Budgets, Cognos, Hyperion Planning, Financial Audits, Project Management, GAAP, Financial Statements, Management, Financial Systems, Sarbanes-Oxley Act, Integration
Education
Babson College 1985 — 1988
MBA, Finance
Boston College 1977 — 1981
BA, English
Tammy Nolan's Fidelity Investments Experience 1995 - 2001
Job Educational Consultant at Usborne Books at home
Industry Consumer Goods
Experience
Lia Sophia May 2007 - Present
Usborne Books at home April 2006 - Present
Fidelity Investments 1995 - 2001
Education
Babson College 1991 — 1995
BS, Management Information Systems
Lia Sophia May 2007 - Present
Usborne Books at home April 2006 - Present
Fidelity Investments 1995 - 2001
Education
Babson College 1991 — 1995
BS, Management Information Systems
Claudine Martin's Fidelity Investments Experience 1987 - 2002
Job Senior Vice President Marketing at Scivantage
Industry Financial Services
Experience
Scivantage September 2015 - Present
State Street September 2014 - June 2015
Martin Consulting June 2005 - August 2014
SS&C Technologies September 2009 - July 2014
InvestEdge, Inc 2007 - 2009
Bullrun Financial 2005 - 2007
Fidelity Investments 1987 - 2002
Thomson Financial 1990 - 1994
Skills
CRM, Product Marketing, Business Development, Financial Services, Project Management, Marketing Strategy, Training, Business Analysis, Management, Strategy, Product Development, Sales Operations, Strategic Planning, Salesforce.com, Portfolio Management, Solution Selling, Banking, Marketing, Enterprise Software, SaaS
Education
Suffolk University - Sawyer Business School 1991 — 1993
MBA, Computer Information Systems
Babson College 1983 — 1987
BS, Finance & Investments
Scivantage September 2015 - Present
State Street September 2014 - June 2015
Martin Consulting June 2005 - August 2014
SS&C Technologies September 2009 - July 2014
InvestEdge, Inc 2007 - 2009
Bullrun Financial 2005 - 2007
Fidelity Investments 1987 - 2002
Thomson Financial 1990 - 1994
Skills
CRM, Product Marketing, Business Development, Financial Services, Project Management, Marketing Strategy, Training, Business Analysis, Management, Strategy, Product Development, Sales Operations, Strategic Planning, Salesforce.com, Portfolio Management, Solution Selling, Banking, Marketing, Enterprise Software, SaaS
Education
Suffolk University - Sawyer Business School 1991 — 1993
MBA, Computer Information Systems
Babson College 1983 — 1987
BS, Finance & Investments
Andrea Finard's Fidelity Investments Experience September 1996 - February 2000
Job Marketing Consultant
Industry Marketing and Advertising
Experience
Self-Employed January 2014 - Present
Be Styled, a blowdry lounge October 2012 - December 2013
Arnold Worldwide January 2004 - May 2007
Digitas 2000 - May 2002
Fidelity Investments September 1996 - February 2000
Skills
Integrated Marketing, Latin American markets, Email Marketing, Strategy, Marketing, CRM, Marketing Communications, Brand Development, Public Relations, B2B, Account Management, Business Development, Leadership, New Business Development
Education
Babson College 2010 — 2010
Certificate, Entrepreneurship
University of Massachusetts, Amherst 1988 — 1992
Bachelors, Spanish
Self-Employed January 2014 - Present
Be Styled, a blowdry lounge October 2012 - December 2013
Arnold Worldwide January 2004 - May 2007
Digitas 2000 - May 2002
Fidelity Investments September 1996 - February 2000
Skills
Integrated Marketing, Latin American markets, Email Marketing, Strategy, Marketing, CRM, Marketing Communications, Brand Development, Public Relations, B2B, Account Management, Business Development, Leadership, New Business Development
Education
Babson College 2010 — 2010
Certificate, Entrepreneurship
University of Massachusetts, Amherst 1988 — 1992
Bachelors, Spanish
Jeannine Holway's Fidelity Investments Experience May 1984 - June 1988
Job Self Employed
Industry Information Technology and Services
Experience
RAPP March 1999 - January 2013
Nations Credit March 1996 - March 1998
Associates/Citigroup February 1995 - March 1996
GE Capital Mortgage February 1992 - February 1995
Citicorp Mortgage April 1989 - February 1992
Alcon Surgical July 1988 - March 1989
Fidelity Investments May 1984 - June 1988
Federal Reserve Bank of Boston June 1982 - March 1984
Skills
Database Marketing, Analytics, Marketing, Databases, Project Management, Start-ups, CRM, Digital Marketing, Budgets, Strategy, Finance, Business Development, Email Marketing, Integrated Marketing, Business Analysis, Direct Marketing, Marketing Strategy, Sales, Web Analytics, E-commerce, Market Research, Digital Strategy, Business Intelligence, Mobile Marketing, Business Strategy, Account Management
Education
Babson College 1982 — 1984
MBA, finance/mgmt information systems
Colorado State University 1980 — 1982
BS, science
University of Massachusetts, Amherst 1979 — 1981
science
RAPP March 1999 - January 2013
Nations Credit March 1996 - March 1998
Associates/Citigroup February 1995 - March 1996
GE Capital Mortgage February 1992 - February 1995
Citicorp Mortgage April 1989 - February 1992
Alcon Surgical July 1988 - March 1989
Fidelity Investments May 1984 - June 1988
Federal Reserve Bank of Boston June 1982 - March 1984
Skills
Database Marketing, Analytics, Marketing, Databases, Project Management, Start-ups, CRM, Digital Marketing, Budgets, Strategy, Finance, Business Development, Email Marketing, Integrated Marketing, Business Analysis, Direct Marketing, Marketing Strategy, Sales, Web Analytics, E-commerce, Market Research, Digital Strategy, Business Intelligence, Mobile Marketing, Business Strategy, Account Management
Education
Babson College 1982 — 1984
MBA, finance/mgmt information systems
Colorado State University 1980 — 1982
BS, science
University of Massachusetts, Amherst 1979 — 1981
science
Bruce Goodhue's Fidelity Investments Experience 1998 - 1999
Job Chief Regulatory Officer at BOX Options Exchange
Industry Financial Services
Experience
BOX Options Exchange January 2014 - Present
BOX Options Exchange May 2012 - December 2013
NASDAQ OMX BX July 2011 - May 2012
NASDAQ August 2008 - May 2012
Boston Stock Exchange 2006 - 2008
Fidelity Investments 1998 - 1999
Skills
Capital Markets, Trading, Derivatives, Compliance, Trading Systems, Equity Trading, Electronic Trading, Securities, FINRA, Securities Regulation, Options, Fixed Income, Financial Markets, Equity Derivatives, Financial Services, Equities, Series 7, Hedge Funds, Series 24, Bloomberg, Mutual Funds, Trading Strategies, Alternative Investments, Commodity, AML
Education
Babson College 1987 — 1991
Undergraduate, Finance/Investments
BOX Options Exchange January 2014 - Present
BOX Options Exchange May 2012 - December 2013
NASDAQ OMX BX July 2011 - May 2012
NASDAQ August 2008 - May 2012
Boston Stock Exchange 2006 - 2008
Fidelity Investments 1998 - 1999
Skills
Capital Markets, Trading, Derivatives, Compliance, Trading Systems, Equity Trading, Electronic Trading, Securities, FINRA, Securities Regulation, Options, Fixed Income, Financial Markets, Equity Derivatives, Financial Services, Equities, Series 7, Hedge Funds, Series 24, Bloomberg, Mutual Funds, Trading Strategies, Alternative Investments, Commodity, AML
Education
Babson College 1987 — 1991
Undergraduate, Finance/Investments
Byron Nilsson's Fidelity Investments Experience June 2010 - August 2010
Job Associate at Societe Generale
Industry Financial Services
Experience
Societe Generale November 2013 - Present
Societe Generale June 2011 - November 2013
Fidelity Investments June 2010 - August 2010
Wellesley Investment Advisors February 2010 - May 2010
Northwestern Mutual May 2009 - December 2009
Merrill Lynch June 2008 - August 2008
Education
Babson College 2007 — 2011
BS in Business Management, Finance & Entrepreneurship
Hong Kong Baptist University
Societe Generale November 2013 - Present
Societe Generale June 2011 - November 2013
Fidelity Investments June 2010 - August 2010
Wellesley Investment Advisors February 2010 - May 2010
Northwestern Mutual May 2009 - December 2009
Merrill Lynch June 2008 - August 2008
Education
Babson College 2007 — 2011
BS in Business Management, Finance & Entrepreneurship
Hong Kong Baptist University
Brian Rodkey's Fidelity Investments Experience May 2007 - August 2007
Job Associate Brand Manager POWERADE at The CocaCola Company
Industry Consumer Goods
Experience
The Coca-Cola Company October 2013 - Present
Nielsen September 2012 - October 2013
Nielsen August 2010 - August 2012
RetireLife, Inc. May 2010 - June 2010
Alephan Import Export Company January 2010 - April 2010
Sport dans la Ville September 2009 - December 2009
Babson College September 2008 - May 2009
HR Access Solutions February 2008 - May 2008
Fidelity Investments May 2007 - August 2007
Skills
PowerPoint, Excel, French, Word, Outlook
Education
Zhejiang University 2010 — 2010
Joint Masters, Global Entrepreneurship
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2010
Masters of Science in Management, Global Entrepreneurship
EMLYON Business School 2009 — 2009
Joint Masters, Global Entrepreneurship
Wellesley College 2006 — 2009
Cross Registration, French Language & Literature
Babson College 2005 — 2009
Bachelor of Science in Business Management, Global Business Management
Université Paris Dauphine 2007 — 2008
Study Abroad, Marketing
The Coca-Cola Company October 2013 - Present
Nielsen September 2012 - October 2013
Nielsen August 2010 - August 2012
RetireLife, Inc. May 2010 - June 2010
Alephan Import Export Company January 2010 - April 2010
Sport dans la Ville September 2009 - December 2009
Babson College September 2008 - May 2009
HR Access Solutions February 2008 - May 2008
Fidelity Investments May 2007 - August 2007
Skills
PowerPoint, Excel, French, Word, Outlook
Education
Zhejiang University 2010 — 2010
Joint Masters, Global Entrepreneurship
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2010
Masters of Science in Management, Global Entrepreneurship
EMLYON Business School 2009 — 2009
Joint Masters, Global Entrepreneurship
Wellesley College 2006 — 2009
Cross Registration, French Language & Literature
Babson College 2005 — 2009
Bachelor of Science in Business Management, Global Business Management
Université Paris Dauphine 2007 — 2008
Study Abroad, Marketing
Dana Andreescu's Fidelity Investments Experience 1999 - 2003
Job Distribution Strategy Director at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company 2014 - Present
The Walt Disney Company 2013 - 2014
The Walt Disney Company 2009 - 2013
The Walt Disney Company 2007 - 2009
Marakon Associates 2005 - 2007
Fidelity Investments 1999 - 2003
Skills
Business Analysis, Team Leadership, Financial Modeling, Financial Analysis, Strategic Financial..., Financial Reporting, Variance Analysis, Forecasting, Goal Setting, Presentation Development, Customer Insight, Strategy, Leadership
Education
Chicago GSB 2003 — 2005
Master of Business Administration (MBA)
Babson College
Bachelor of Science (BS), Finance and International Business
The Walt Disney Company 2014 - Present
The Walt Disney Company 2013 - 2014
The Walt Disney Company 2009 - 2013
The Walt Disney Company 2007 - 2009
Marakon Associates 2005 - 2007
Fidelity Investments 1999 - 2003
Skills
Business Analysis, Team Leadership, Financial Modeling, Financial Analysis, Strategic Financial..., Financial Reporting, Variance Analysis, Forecasting, Goal Setting, Presentation Development, Customer Insight, Strategy, Leadership
Education
Chicago GSB 2003 — 2005
Master of Business Administration (MBA)
Babson College
Bachelor of Science (BS), Finance and International Business
Brianna DeGennaro's Fidelity Investments Experience January 2007 - April 2011
Job Applying Creativity to Add Business Value
Industry Financial Services
Experience
Federal Reserve Bank of Boston April 2011 - Present
Fidelity Investments January 2007 - April 2011
Greater Boston Chamber of Commerce May 2004 - November 2006
Various January 2002 - January 2006
Various January 2004 - January 2004
Skills
Business Strategy, Strategic Planning, Value Stream Mapping, Process Improvement, Business Development, Financial Modeling, Project Management, Risk Management, Data Analysis, Forecasting, Finance, Financial Reporting, Lean Transformation, Performance Metrics, Innovation Consulting, Cost Saving Initiatives, Value Propositions, Pricing Strategy, Performance Benchmarking, P&L Budget Management, Business Process..., Six Sigma, Leadership, Start-ups
Education
Babson College 2000 — 2004
Bachelor's of Science
University of Massachusetts Boston
Federal Reserve Bank of Boston April 2011 - Present
Fidelity Investments January 2007 - April 2011
Greater Boston Chamber of Commerce May 2004 - November 2006
Various January 2002 - January 2006
Various January 2004 - January 2004
Skills
Business Strategy, Strategic Planning, Value Stream Mapping, Process Improvement, Business Development, Financial Modeling, Project Management, Risk Management, Data Analysis, Forecasting, Finance, Financial Reporting, Lean Transformation, Performance Metrics, Innovation Consulting, Cost Saving Initiatives, Value Propositions, Pricing Strategy, Performance Benchmarking, P&L Budget Management, Business Process..., Six Sigma, Leadership, Start-ups
Education
Babson College 2000 — 2004
Bachelor's of Science
University of Massachusetts Boston
Claudio Gil's Fidelity Investments Experience May 1999 - September 2000
Job Staff Accountant at US Securities and Exchange Commission
Industry Financial Services
Experience
US Securities and Exchange Commission October 2007 - Present
State Street September 2004 - July 2007
Fidelity Investments May 1999 - September 2000
Education
Babson College 2000 — 2003
Master of Business Administration (MBA), General
Salem State University 1992 — 1996
BSBA, Accounting
US Securities and Exchange Commission October 2007 - Present
State Street September 2004 - July 2007
Fidelity Investments May 1999 - September 2000
Education
Babson College 2000 — 2003
Master of Business Administration (MBA), General
Salem State University 1992 — 1996
BSBA, Accounting
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank