Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Igor Schreibman Igor Schreibman's Fidelity Investments Experience 2003 - 2004
Job Sr. Product Manager at Triage Business Systems
Industry Information Technology and Services
Experience
Triage Business Systems 2004 - Present
Fidelity Investments 2003 - 2004
State Street 2000 - 2003
Skills
Product Management, Agile Methodologies, Product Development, Product Marketing, Cross-functional Team..., Consultative Sales..., Market Development, Go-to-Market Strategy, Consumer Segmentation, Product Launch Programs, Social Media Marketing, Business Analysis, CRM, Software Project...
Education
Harvard Extension School 1999 — 2000
Non-degree study, C++, Java
Triage Business Systems 2004 - Present
Fidelity Investments 2003 - 2004
State Street 2000 - 2003
Skills
Product Management, Agile Methodologies, Product Development, Product Marketing, Cross-functional Team..., Consultative Sales..., Market Development, Go-to-Market Strategy, Consumer Segmentation, Product Launch Programs, Social Media Marketing, Business Analysis, CRM, Software Project...
Education
Harvard Extension School 1999 — 2000
Non-degree study, C++, Java
Stacey Austin Stacey Austin's Fidelity Investments Experience June 1997 - August 2000
Job Partner Benefits & Compensation, Wang Kobayashi Austin, LLC
Industry Law Practice
Experience
Wang Kobayashi Austin, LLC May 2010 - Present
Winston & Strawn LLP September 2004 - April 2010
Federal Trade Commission June 2002 - August 2002
Hamilton County Probate Court June 2001 - August 2001
Fidelity Investments June 1997 - August 2000
Skills
ERISA, Employee Benefits, Executive Compensation, Retirement Plans, Welfare Plans, Equity Compensation, Employment Contracts, Retirement Planning, Executive Pay, Defined Benefit, Securities, Mergers & Acquisitions, Equities, Legal Research, Legal Writing, Legal Compliance, Securities Regulation
Education
Harvard Law School 2001 — 2004
JD, Law
Northwestern University 1997 — 2001
B.S., Communications/Business Institutions
Wang Kobayashi Austin, LLC May 2010 - Present
Winston & Strawn LLP September 2004 - April 2010
Federal Trade Commission June 2002 - August 2002
Hamilton County Probate Court June 2001 - August 2001
Fidelity Investments June 1997 - August 2000
Skills
ERISA, Employee Benefits, Executive Compensation, Retirement Plans, Welfare Plans, Equity Compensation, Employment Contracts, Retirement Planning, Executive Pay, Defined Benefit, Securities, Mergers & Acquisitions, Equities, Legal Research, Legal Writing, Legal Compliance, Securities Regulation
Education
Harvard Law School 2001 — 2004
JD, Law
Northwestern University 1997 — 2001
B.S., Communications/Business Institutions
Mary Ruth Moran Mary Ruth Moran's Fidelity Investments Experience 1995 - 1997
Job Digital Marketing Leader
Industry Marketing and Advertising
Experience
Consultant 2013 - Present
Boston Scientific 2005 - 2013
State Street Research 2001 - 2004
Precipio Partners 1999 - 2001
Strategic Interactive Group (SIG)/Digitas 1997 - 1998
Fidelity Investments 1995 - 1997
Fidelity Investments 1987 - 1995
Bank of New England Corporation 1980 - 1985
Skills
Strategic Planning, Strategy, Cross-functional Team..., Process Improvement, Marketing Strategy, Market Development, Product Management, Leadership, Competitive Analysis, Product Development, CRM, Market Research, Marketing Management, Digital Marketing
Education
Harvard Business School 1985 — 1987
MBA, Concentrations in Finance and Control
Wellesley College 1976 — 1980
BA, Political Science
Consultant 2013 - Present
Boston Scientific 2005 - 2013
State Street Research 2001 - 2004
Precipio Partners 1999 - 2001
Strategic Interactive Group (SIG)/Digitas 1997 - 1998
Fidelity Investments 1995 - 1997
Fidelity Investments 1987 - 1995
Bank of New England Corporation 1980 - 1985
Skills
Strategic Planning, Strategy, Cross-functional Team..., Process Improvement, Marketing Strategy, Market Development, Product Management, Leadership, Competitive Analysis, Product Development, CRM, Market Research, Marketing Management, Digital Marketing
Education
Harvard Business School 1985 — 1987
MBA, Concentrations in Finance and Control
Wellesley College 1976 — 1980
BA, Political Science
Mr. Leslie M. Corley Mr. Leslie M. Corley's Fidelity Investments Experience June 1972 - February 1977
Job Specialist in analysis of business strategies and investments
Industry Financial Services
Experience
LM Capital Corporation June 1988 - Present
LM Capital Securities, Inc. August 1993 - Present
Kelso & Company February 1981 - June 1988
Norton Simon Inc. February 1977 - February 1981
Fidelity Investments June 1972 - February 1977
Education
Harvard Business School 1969 — 1971
Master of Business Administration, Finance and Financial Management Services
University of Illinois at Urbana-Champaign 1964 — 1969
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering, High Honors
LM Capital Corporation June 1988 - Present
LM Capital Securities, Inc. August 1993 - Present
Kelso & Company February 1981 - June 1988
Norton Simon Inc. February 1977 - February 1981
Fidelity Investments June 1972 - February 1977
Education
Harvard Business School 1969 — 1971
Master of Business Administration, Finance and Financial Management Services
University of Illinois at Urbana-Champaign 1964 — 1969
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering, High Honors
Ben Miller Ben Miller's Fidelity Investments Experience March 2001 - April 2004
Job Vice President Digital Products at Sinclair Broadcast Group
Industry Computer Software
Experience
Sinclair Digital March 2015 - August 2015
Sinclair Digital May 2014 - March 2015
Amazon September 2013 - April 2014
Firejack Technologies March 2010 - October 2013
AOL Advertising 2009 - April 2010
FINRA October 2005 - February 2009
Booz Allen Hamilton April 2004 - October 2005
Fidelity Investments March 2001 - April 2004
Voter.com February 2000 - March 2001
ICast (A CMGI Company) October 1999 - January 2000
Skills
Enterprise Architecture, SDLC, Vendor Management, Process Improvement, Enterprise Content..., Computer Security, Performance Management, User-centered Design, Negotiation, Agile Methodologies, SOA, Java Enterprise Edition, Product Management, Integration, Software Development, System Architecture, Web Services, Mobile Applications, Spring, E-commerce, Scrum, Architecture, Software Project..., XML, Enterprise Software, Distributed Systems, .NET, Agile Project Management, IT Strategy, Tomcat, Software Engineering, Cloud Computing, Unix, Web Applications, SaaS, Subversion, Solution Architecture, Security, SQL, Software Design, Management, JavaScript, Architectures, Java, REST, Requirements Analysis
Education
Harvard University 1996 — 2006
ALB
University of Maryland College Park 1994 — 1996
Bachelor of Arts (B.A.)
Sinclair Digital March 2015 - August 2015
Sinclair Digital May 2014 - March 2015
Amazon September 2013 - April 2014
Firejack Technologies March 2010 - October 2013
AOL Advertising 2009 - April 2010
FINRA October 2005 - February 2009
Booz Allen Hamilton April 2004 - October 2005
Fidelity Investments March 2001 - April 2004
Voter.com February 2000 - March 2001
ICast (A CMGI Company) October 1999 - January 2000
Skills
Enterprise Architecture, SDLC, Vendor Management, Process Improvement, Enterprise Content..., Computer Security, Performance Management, User-centered Design, Negotiation, Agile Methodologies, SOA, Java Enterprise Edition, Product Management, Integration, Software Development, System Architecture, Web Services, Mobile Applications, Spring, E-commerce, Scrum, Architecture, Software Project..., XML, Enterprise Software, Distributed Systems, .NET, Agile Project Management, IT Strategy, Tomcat, Software Engineering, Cloud Computing, Unix, Web Applications, SaaS, Subversion, Solution Architecture, Security, SQL, Software Design, Management, JavaScript, Architectures, Java, REST, Requirements Analysis
Education
Harvard University 1996 — 2006
ALB
University of Maryland College Park 1994 — 1996
Bachelor of Arts (B.A.)
Janet Macaluso, MSOD, Ed.M. Janet Macaluso, MSOD, Ed.M.'s Fidelity Investments Experience 1995 - 1998
Job Vice President, Head of Leadership & Organization Development at Shire Pharmaceuticals
Industry Pharmaceuticals
Experience
Shire Pharmaceuticals January 2011 - December 2013
Philip Morris International October 2008 - December 2010
Teradyne April 2004 - September 2008
Learning2LEAD, LLC 1998 - 2004
Fidelity Investments 1995 - 1998
Skills
Organizational Design, Organizational..., Leadership Development, Organizational..., Talent Management, Succession Planning, Leadership, Cross-functional Team...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1994 — 1996
Master of Science in Organization Development, Strategic Change
Harvard University Graduate School of Education 1991 — 1993
Master of Education (M.Ed.), Administration, Planning and Policy
Harvard Extension School
Bachelor of Arts (B.A.), Social Sciences, with honors
Shire Pharmaceuticals January 2011 - December 2013
Philip Morris International October 2008 - December 2010
Teradyne April 2004 - September 2008
Learning2LEAD, LLC 1998 - 2004
Fidelity Investments 1995 - 1998
Skills
Organizational Design, Organizational..., Leadership Development, Organizational..., Talent Management, Succession Planning, Leadership, Cross-functional Team...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1994 — 1996
Master of Science in Organization Development, Strategic Change
Harvard University Graduate School of Education 1991 — 1993
Master of Education (M.Ed.), Administration, Planning and Policy
Harvard Extension School
Bachelor of Arts (B.A.), Social Sciences, with honors
Jennifer S. Taub Jennifer S. Taub's Fidelity Investments Experience 1999 - 2004
Job at
Industry Research
Experience
Vermont Law School May 2014 - Present
Vermont Law School July 2011 - May 2014
University of Massachusetts Amherst, Isenberg School of Management 2004 - 2011
Fidelity Investments 1999 - 2004
Cendant 1995 - 1999
Weil Gotshal 1993 - 1995
Cheyenne River Sioux Tribe 1991 - 1991
Skills
Securities Regulation, Financial Regulation, Corporate Law, Corporate Governance, Policy Analysis, Mutual Fund Regulation, Public Speaking, Mediation, Litigation, Legal Writing, Higher Education, Commercial Litigation, Civil Litigation, Editing, Non-profits, Public Policy, Securities, International Law, Legal Research, Administrative Law
Education
Harvard Law School 1990 — 1993
Doctor of Law (JD)
Yale University 1985 — 1989
BA, English
Vermont Law School May 2014 - Present
Vermont Law School July 2011 - May 2014
University of Massachusetts Amherst, Isenberg School of Management 2004 - 2011
Fidelity Investments 1999 - 2004
Cendant 1995 - 1999
Weil Gotshal 1993 - 1995
Cheyenne River Sioux Tribe 1991 - 1991
Skills
Securities Regulation, Financial Regulation, Corporate Law, Corporate Governance, Policy Analysis, Mutual Fund Regulation, Public Speaking, Mediation, Litigation, Legal Writing, Higher Education, Commercial Litigation, Civil Litigation, Editing, Non-profits, Public Policy, Securities, International Law, Legal Research, Administrative Law
Education
Harvard Law School 1990 — 1993
Doctor of Law (JD)
Yale University 1985 — 1989
BA, English
Jeannette A. Gerald Jeannette A. Gerald's Fidelity Investments Experience June 1996 - December 2002
Job Business Development Executive, and Strategic Advisor to clients driving the domestic and global economies.
Industry Nonprofit Organization Management
Experience
Minority Business Development Agency - U.S. Department of Commerce January 2012 - Present
JLA ASSOCIATES (Strategic Planning, Business Development & I/T Operations Consultants) June 2008 - December 2011
Babson College, School of Executive Education June 2006 - June 2008
United Way of Massachusetts Bay (UWMB) February 2003 - November 2005
FIDELITY INVESTMENTS June 1996 - December 2002
FLEETBOSTON FINANCIAL CORPORATION (now part of Bank of America) April 1989 - May 1996
COMPUTER TASK GROUP June 1985 - March 1989
Skills
Strategy, Program Management, Start-ups, Management, Management Consulting, Strategic Planning, Leadership, Business Development, Process Improvement, Leadership Development, Vendor Management, SDLC, Change Management, Team Building, Consulting, New Business Development, Business Analysis, Enterprise Software, Information Technology, Financial Services, Account Management, Project Planning, Finance, Global Business..., Global Strategy..., Entrepreneurship, Project Management
Education
Harvard Business School
Certificate, Managing the Information Services Resource
Roosevelt University
MBA, International Business and Finance
University of Chicago
MS, Information and Management Sciences
University of Massachusetts Boston
AB, Mathematics and Physics
Minority Business Development Agency - U.S. Department of Commerce January 2012 - Present
JLA ASSOCIATES (Strategic Planning, Business Development & I/T Operations Consultants) June 2008 - December 2011
Babson College, School of Executive Education June 2006 - June 2008
United Way of Massachusetts Bay (UWMB) February 2003 - November 2005
FIDELITY INVESTMENTS June 1996 - December 2002
FLEETBOSTON FINANCIAL CORPORATION (now part of Bank of America) April 1989 - May 1996
COMPUTER TASK GROUP June 1985 - March 1989
Skills
Strategy, Program Management, Start-ups, Management, Management Consulting, Strategic Planning, Leadership, Business Development, Process Improvement, Leadership Development, Vendor Management, SDLC, Change Management, Team Building, Consulting, New Business Development, Business Analysis, Enterprise Software, Information Technology, Financial Services, Account Management, Project Planning, Finance, Global Business..., Global Strategy..., Entrepreneurship, Project Management
Education
Harvard Business School
Certificate, Managing the Information Services Resource
Roosevelt University
MBA, International Business and Finance
University of Chicago
MS, Information and Management Sciences
University of Massachusetts Boston
AB, Mathematics and Physics
Cort Raithel's Fidelity Investments Experience October 1998 - April 2006
Job Information Technology Executive
Industry Information Technology and Services
Experience
Transamerica Retirement Solutions December 2013 - Present
VyStar Credit Union April 2011 - March 2013
ING April 2006 - December 2010
Fidelity Investments October 1998 - April 2006
Towers Perrin 1992 - 1998
Skills
Employee Benefits, Business Intelligence, CRM, Strategy, Strategic Planning, Management, IT Strategy, Six Sigma, Analysis, Leadership, Outsourcing, Talent Management, Integration, Cross-functional Team..., ITIL, Process Improvement, Business Process..., Human Resources, PMO, Software Development
Education
Harvard University 1988 — 1992
Transamerica Retirement Solutions December 2013 - Present
VyStar Credit Union April 2011 - March 2013
ING April 2006 - December 2010
Fidelity Investments October 1998 - April 2006
Towers Perrin 1992 - 1998
Skills
Employee Benefits, Business Intelligence, CRM, Strategy, Strategic Planning, Management, IT Strategy, Six Sigma, Analysis, Leadership, Outsourcing, Talent Management, Integration, Cross-functional Team..., ITIL, Process Improvement, Business Process..., Human Resources, PMO, Software Development
Education
Harvard University 1988 — 1992
Eirene Kontopoulos Eirene Kontopoulos's Fidelity Investments Experience August 2007 - Present
Job Biotech Analyst at Fidelity Investments
Industry Biotechnology
Experience
Fidelity Investments August 2007 - Present
Skills
Mutual Funds, Pharmaceutical Industry, Investments
Education
Harvard Medical School 2002 — 2007
Doctor of Philosophy (PhD), Neuroscience
Haverford College 1998 — 2002
Bachelor of Science (BS), Molecular Biology
Fidelity Investments August 2007 - Present
Skills
Mutual Funds, Pharmaceutical Industry, Investments
Education
Harvard Medical School 2002 — 2007
Doctor of Philosophy (PhD), Neuroscience
Haverford College 1998 — 2002
Bachelor of Science (BS), Molecular Biology
Erin Carey's Fidelity Investments Experience August 2005 - August 2007
Job Veterinarian
Industry Veterinary
Experience
Tufts Cummings School of Veterinary Medicine August 2011 - Present
Foster Hospital for Small Animals at Tufts University May 2012 - August 2012
Wellesley-Natick Veterinary Hospital January 2012 - May 2012
Cushing Square Veterinary Clinic June 2010 - August 2011
Harvard University September 2007 - July 2010
Fidelity Investments August 2005 - August 2007
Higganum Hill Books 2005 - 2007
Fidelity Investments July 2001 - July 2005
Harvard University 1997 - 2001
Skills
Data Analysis, Research, Statistics, Analysis, Microsoft Excel, Microsoft Office, Veterinary Medicine, Client Communications
Education
Cummings School of Veterinary Medicine at Tufts University 2011 — 2015
DVM, Veterinary Medicine
Harvard University 2008 — 2010
Ph.D. (incomplete), Health Policy / Economics
Harvard University 1997 — 2001
Bachelor of Arts (B.A.), Cognitive Neuroscience
Haddam-Killingworth High School 1993 — 1997
Tufts Cummings School of Veterinary Medicine August 2011 - Present
Foster Hospital for Small Animals at Tufts University May 2012 - August 2012
Wellesley-Natick Veterinary Hospital January 2012 - May 2012
Cushing Square Veterinary Clinic June 2010 - August 2011
Harvard University September 2007 - July 2010
Fidelity Investments August 2005 - August 2007
Higganum Hill Books 2005 - 2007
Fidelity Investments July 2001 - July 2005
Harvard University 1997 - 2001
Skills
Data Analysis, Research, Statistics, Analysis, Microsoft Excel, Microsoft Office, Veterinary Medicine, Client Communications
Education
Cummings School of Veterinary Medicine at Tufts University 2011 — 2015
DVM, Veterinary Medicine
Harvard University 2008 — 2010
Ph.D. (incomplete), Health Policy / Economics
Harvard University 1997 — 2001
Bachelor of Arts (B.A.), Cognitive Neuroscience
Haddam-Killingworth High School 1993 — 1997
Ray Barnabei's Fidelity Investments Experience 2002 - 2013
Job Retirement Plan Consultant at Pension Professionals
Industry Financial Services
Experience
Pension Professionals 2013 - Present
St. John's Preparatory School 2010 - 2013
Fidelity Investments 2002 - 2013
Fidelity Investments 1989 - 2002
Fidelity Investments 1986 - 1989
The Forum Corporation, Boston, MA 1984 - 1986
JCPenney 1982 - 1984
Skills
Strategy, Selling, Mutual Funds, Business Planning, Entrepreneurship, New Business Development, Retirement, Employee Benefits, Retirement Planning, Training, Marketing, Investments, Consultative Selling, Relationship Development, Business Plan Execution, Mentoring/Coaching, Territory Management, Benchmarking Analysis, Investment Products, Culitvating Trust, Institutional..., Consultant Relations, Learning and Development, Educational Leadership, Coaching, Series 7, Series 63, Investment Advisory, Strategic Planning, Defined Contribution, ERISA, Asset Management, Business Relationship..., Defined Benefit, Learning & Development...
Education
Syracuse University - Martin J. Whitman School of Management
BS, Finance/Marketing
Harvard Business School 2012 — 2012
Investment Management Workshop Training
Pension Professionals 2013 - Present
St. John's Preparatory School 2010 - 2013
Fidelity Investments 2002 - 2013
Fidelity Investments 1989 - 2002
Fidelity Investments 1986 - 1989
The Forum Corporation, Boston, MA 1984 - 1986
JCPenney 1982 - 1984
Skills
Strategy, Selling, Mutual Funds, Business Planning, Entrepreneurship, New Business Development, Retirement, Employee Benefits, Retirement Planning, Training, Marketing, Investments, Consultative Selling, Relationship Development, Business Plan Execution, Mentoring/Coaching, Territory Management, Benchmarking Analysis, Investment Products, Culitvating Trust, Institutional..., Consultant Relations, Learning and Development, Educational Leadership, Coaching, Series 7, Series 63, Investment Advisory, Strategic Planning, Defined Contribution, ERISA, Asset Management, Business Relationship..., Defined Benefit, Learning & Development...
Education
Syracuse University - Martin J. Whitman School of Management
BS, Finance/Marketing
Harvard Business School 2012 — 2012
Investment Management Workshop Training
Lynne Wilson Lynne Wilson's Fidelity Investments Experience 1996 - 1999
Job Angel Investor & Entrepreneur
Industry Computer Software
Experience
Private Angel Investor 2014 - Present
Dassault Systèmes 2013 - 2014
Dassault Systemes 2006 - 2013
WSI Corp (The Weather Channel Companies) 2002 - 2006
iKena Inc. (acquired by Net2Phone) 1999 - 2001
Fidelity Investments 1996 - 1999
Bank of America 1995 - 1996
Momentum Inc. 1994 - 1995
Lotus One Source (now Avention) 1987 - 1993
Skills
Product Management, E-commerce, Marketing, SaaS, Enterprise Software, Start-ups, Strategic Partnerships, Go-to-market Strategy, Business Strategy, Strategy, Cloud Computing, Product Marketing, Business Development, Product Lifecycle..., Entrepreneurship, Solution Selling, Software Development, Product Development, Business Alliances, Competitive Analysis, Mobile Devices, Lead Generation, Online Marketing, Analytics
Education
Harvard Business School
MBA
Harvard University
Trinity College-Hartford
B.A., Economics, with Honors
Private Angel Investor 2014 - Present
Dassault Systèmes 2013 - 2014
Dassault Systemes 2006 - 2013
WSI Corp (The Weather Channel Companies) 2002 - 2006
iKena Inc. (acquired by Net2Phone) 1999 - 2001
Fidelity Investments 1996 - 1999
Bank of America 1995 - 1996
Momentum Inc. 1994 - 1995
Lotus One Source (now Avention) 1987 - 1993
Skills
Product Management, E-commerce, Marketing, SaaS, Enterprise Software, Start-ups, Strategic Partnerships, Go-to-market Strategy, Business Strategy, Strategy, Cloud Computing, Product Marketing, Business Development, Product Lifecycle..., Entrepreneurship, Solution Selling, Software Development, Product Development, Business Alliances, Competitive Analysis, Mobile Devices, Lead Generation, Online Marketing, Analytics
Education
Harvard Business School
MBA
Harvard University
Trinity College-Hartford
B.A., Economics, with Honors
Lisa Baird's Fidelity Investments Experience 1998 - 2000
Job Taconic Capital Advisors
Industry Investment Management
Experience
Taconic Capital Advisors May 2012 - Present
Cerebral Palsy Foundation February 2012 - Present
Russell Reynolds January 2011 - May 2012
Spencer Stuart January 2005 - January 2011
Fidelity Investments 1998 - 2000
McKinsey & Co 1994 - 1998
Goldman Sachs 1989 - 1991
Education
Harvard Law School 1991 — 1994
JD
Princeton University 1985 — 1989
Bachelor of Arts (BA)
Taconic Capital Advisors May 2012 - Present
Cerebral Palsy Foundation February 2012 - Present
Russell Reynolds January 2011 - May 2012
Spencer Stuart January 2005 - January 2011
Fidelity Investments 1998 - 2000
McKinsey & Co 1994 - 1998
Goldman Sachs 1989 - 1991
Education
Harvard Law School 1991 — 1994
JD
Princeton University 1985 — 1989
Bachelor of Arts (BA)
David Pedregon David Pedregon's Fidelity Investments Experience 1995 - 1998
Job Director of Strategic Partnerships at Civitas Learning
Industry Internet
Experience
Civitas Learning January 2015 - Present
Google May 2014 - December 2014
Adometry June 2013 - May 2014
Adometry by Google June 2012 - June 2013
Bazaarvoice February 2009 - June 2012
Dogologie March 2003 - February 2008
The Peach Tree June 2001 - August 2005
Cofiniti March 2000 - May 2001
CDC IXIS (Natixis) Advisors Group 1998 - 2000
Fidelity Investments 1995 - 1998
Skills
Social Media, Direct Sales, Strategic Consulting, New Business Development, Solution Selling, Sales Presentations, Group Presentations, Salesforce.com, Sales Management, Sales Support, Sales Process, Management Consulting, Process Consulting, Consultative Selling, Social Commerce
Education
Texas Tech University 1987 — 1992
BA, Sociology
Harvard University 1995 — 2000
Psychology
Civitas Learning January 2015 - Present
Google May 2014 - December 2014
Adometry June 2013 - May 2014
Adometry by Google June 2012 - June 2013
Bazaarvoice February 2009 - June 2012
Dogologie March 2003 - February 2008
The Peach Tree June 2001 - August 2005
Cofiniti March 2000 - May 2001
CDC IXIS (Natixis) Advisors Group 1998 - 2000
Fidelity Investments 1995 - 1998
Skills
Social Media, Direct Sales, Strategic Consulting, New Business Development, Solution Selling, Sales Presentations, Group Presentations, Salesforce.com, Sales Management, Sales Support, Sales Process, Management Consulting, Process Consulting, Consultative Selling, Social Commerce
Education
Texas Tech University 1987 — 1992
BA, Sociology
Harvard University 1995 — 2000
Psychology
Cameron Hedrick Cameron Hedrick's Fidelity Investments Experience July 1993 - December 2000
Job Managing Director, Sr. Human Resource Leader, Global Commercial Bank at Citi
Industry Financial Services
Experience
Citi March 2015 - Present
Citi January 2011 - March 2015
Citi January 2010 - December 2010
Citi August 2008 - December 2009
Citi March 2006 - August 2008
Citi July 2003 - March 2006
d-tech corporation January 2000 - June 2003
Fidelity Investments July 1993 - December 2000
Skills
Business Strategy, Executive Coaching, Investments, Leadership, Performance Management, Strategy, Succession Planning, Organizational Design, Training, Human Resources, Talent Management, Management, Employee Engagement, Marketing
Education
Harvard Business School 2005 — 2005
Exed Ed, Knowledge Mgmt/Human Capital Strategy
Harvard Business School 2007 — 2007
Exed Ed, Human Capital Strategy in the 21st Century
Ouachita Baptist University 1988 — 1992
BA, Communications/Public Relations, Music Performance
Citi March 2015 - Present
Citi January 2011 - March 2015
Citi January 2010 - December 2010
Citi August 2008 - December 2009
Citi March 2006 - August 2008
Citi July 2003 - March 2006
d-tech corporation January 2000 - June 2003
Fidelity Investments July 1993 - December 2000
Skills
Business Strategy, Executive Coaching, Investments, Leadership, Performance Management, Strategy, Succession Planning, Organizational Design, Training, Human Resources, Talent Management, Management, Employee Engagement, Marketing
Education
Harvard Business School 2005 — 2005
Exed Ed, Knowledge Mgmt/Human Capital Strategy
Harvard Business School 2007 — 2007
Exed Ed, Human Capital Strategy in the 21st Century
Ouachita Baptist University 1988 — 1992
BA, Communications/Public Relations, Music Performance
Glenn Estrella Glenn Estrella's Fidelity Investments Experience August 2008 - April 2009
Job President and CEO
Industry Defense & Space
Experience
World Surveillance Group Inc. June 2010 - Present
Homeland Protection Institute September 2012 - September 2013
Market Resolve September 2009 - June 2010
Fidelity Investments August 2008 - April 2009
JPMorgan Chase November 1983 - July 2008
Skills
Relationship Management, Financial Services, Finance, Marketing, Team Building, Mergers, Management Consulting, Leadership, Strategy, Management, Marketing Strategy, Mergers & Acquisitions, Negotiation, Budgets, Strategic Planning, Program Management, Business Analysis, Risk Management, Sales Operations, Product Management, Business Strategy, Integration, Business Development, Process Improvement, Business Planning, Vendor Management, Start-ups, Operations Management, Change Management, Analysis, Executive Management, CRM, Cross-functional Team..., Strategic Partnerships, Business Process..., New Business Development, Organizational...
Education
Harvard Business School 2004 — 2005
TGMP, Business Management
Ocean County College
Financial Management
Pace University
Business Administration
World Surveillance Group Inc. June 2010 - Present
Homeland Protection Institute September 2012 - September 2013
Market Resolve September 2009 - June 2010
Fidelity Investments August 2008 - April 2009
JPMorgan Chase November 1983 - July 2008
Skills
Relationship Management, Financial Services, Finance, Marketing, Team Building, Mergers, Management Consulting, Leadership, Strategy, Management, Marketing Strategy, Mergers & Acquisitions, Negotiation, Budgets, Strategic Planning, Program Management, Business Analysis, Risk Management, Sales Operations, Product Management, Business Strategy, Integration, Business Development, Process Improvement, Business Planning, Vendor Management, Start-ups, Operations Management, Change Management, Analysis, Executive Management, CRM, Cross-functional Team..., Strategic Partnerships, Business Process..., New Business Development, Organizational...
Education
Harvard Business School 2004 — 2005
TGMP, Business Management
Ocean County College
Financial Management
Pace University
Business Administration
John Schreiber John Schreiber's Fidelity Investments Experience 1995 - 1997
Job President & CFO at InfoArmor
Industry Information Technology and Services
Experience
InfoArmor October 2008 - Present
Granite Point Capital July 2003 - October 2008
Janus Capital Group 2001 - 2003
Janus Capital Group 1997 - 2001
Fidelity Investments 1995 - 1997
Skills
Equities, Financial Modeling, Hedge Funds, Investor Relations, Portfolio Management, Strategic Partnerships, Start-ups, Business Development, Equity Research, Private Equity, Capital, Corporate Development, Valuation, Mergers & Acquisitions
Education
Harvard Business School 1994 — 1996
MBA
University of Washington 1987 — 1990
BS, Mechanical Engineering
InfoArmor October 2008 - Present
Granite Point Capital July 2003 - October 2008
Janus Capital Group 2001 - 2003
Janus Capital Group 1997 - 2001
Fidelity Investments 1995 - 1997
Skills
Equities, Financial Modeling, Hedge Funds, Investor Relations, Portfolio Management, Strategic Partnerships, Start-ups, Business Development, Equity Research, Private Equity, Capital, Corporate Development, Valuation, Mergers & Acquisitions
Education
Harvard Business School 1994 — 1996
MBA
University of Washington 1987 — 1990
BS, Mechanical Engineering
David McLure David McLure's Fidelity Investments Experience 1998 - 2004
Job Architecture Senior Consultant Vice President at State Street Corporation
Industry Computer Software
Experience
State Street Corporation August 2015 - Present
Staples Inc. April 2010 - July 2015
S1 Corporation November 2006 - July 2010
New England Patriots August 2006 - November 2006
TJX Companies April 2004 - August 2006
Fidelity Investments 1998 - 2004
Data General Corporation January 1996 - April 1998
GTE Laboratories July 1995 - January 1996
Stratus Computer March 1993 - July 1995
Digital Equipment Corporation January 1984 - February 1993
Skills
SQL, Agile Methodologies, Software Development, Unix, Enterprise Architecture, XML, Databases, Java Enterprise Edition, Web Services, Java, Enterprise Software, SDLC, Web Applications, Software Project..., Eclipse, Software Engineering, Integration, Scrum, MySQL
Education
Harvard University
Certificate of Applied Sciences, Software Engineering
Northeastern University
Certificate of Software Engineering, Data Communications
University of Iowa
BA, Broadcasting & Film (major) / Computer Science (minor)
West High
West High
State Street Corporation August 2015 - Present
Staples Inc. April 2010 - July 2015
S1 Corporation November 2006 - July 2010
New England Patriots August 2006 - November 2006
TJX Companies April 2004 - August 2006
Fidelity Investments 1998 - 2004
Data General Corporation January 1996 - April 1998
GTE Laboratories July 1995 - January 1996
Stratus Computer March 1993 - July 1995
Digital Equipment Corporation January 1984 - February 1993
Skills
SQL, Agile Methodologies, Software Development, Unix, Enterprise Architecture, XML, Databases, Java Enterprise Edition, Web Services, Java, Enterprise Software, SDLC, Web Applications, Software Project..., Eclipse, Software Engineering, Integration, Scrum, MySQL
Education
Harvard University
Certificate of Applied Sciences, Software Engineering
Northeastern University
Certificate of Software Engineering, Data Communications
University of Iowa
BA, Broadcasting & Film (major) / Computer Science (minor)
West High
West High
Shaloo Savla's Fidelity Investments Experience 2013 - Present
Job Investment Professional at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2013 - Present
Merrill Lynch 2011 - 2011
The Boston Consulting Group 2006 - 2009
Skills
Management Consulting, Investment Banking, Investment Advisory, Investment Management, International..., Private Equity, Financial Services, Entrepreneurship, Due Diligence, Finance, Non-profits, Strategy, Nonprofits, Financial Modeling, Mergers & Acquisitions, Bird Banding, Trucking Litigation, Natural Horsemanship, Quantitative Analytics, Valuation, Leadership, Analytics, Emerging Markets, Venture Capital, Analysis, Investments, Management, M&A experience, Financial Analysis, Capital Markets, Business Valuation, Hedge Funds, Corporate Finance, Equities, Economics, Fixed Income, Equity Research, Bloomberg, Alternative Investments, Portfolio Management
Education
Harvard Business School 2010 — 2013
MBA
Harvard University Kennedy School of Government 2010 — 2013
MPP
Ivey Business School at Western University 2001 — 2006
HBA with distinction
Western University 2001 — 2006
BHSc with distinction
Fidelity Investments 2013 - Present
Merrill Lynch 2011 - 2011
The Boston Consulting Group 2006 - 2009
Skills
Management Consulting, Investment Banking, Investment Advisory, Investment Management, International..., Private Equity, Financial Services, Entrepreneurship, Due Diligence, Finance, Non-profits, Strategy, Nonprofits, Financial Modeling, Mergers & Acquisitions, Bird Banding, Trucking Litigation, Natural Horsemanship, Quantitative Analytics, Valuation, Leadership, Analytics, Emerging Markets, Venture Capital, Analysis, Investments, Management, M&A experience, Financial Analysis, Capital Markets, Business Valuation, Hedge Funds, Corporate Finance, Equities, Economics, Fixed Income, Equity Research, Bloomberg, Alternative Investments, Portfolio Management
Education
Harvard Business School 2010 — 2013
MBA
Harvard University Kennedy School of Government 2010 — 2013
MPP
Ivey Business School at Western University 2001 — 2006
HBA with distinction
Western University 2001 — 2006
BHSc with distinction
Shashank Pasrija Shashank Pasrija's Fidelity Investments Experience June 2015 - Present
Job Director, Product Management at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments August 2013 - May 2015
Liberty Mutual Insurance May 2012 - August 2012
Tata Consultancy Services November 2005 - June 2011
Skills
Consulting, Business Strategy, Cross-functional Team..., Project Management, Entrepreneurship, Leadership, Strategic Planning, Business Analysis, Business Planning, Management, International Relations, Analysis, Strategy
Education
Tufts University - The Fletcher School of Law and Diplomacy 2011 — 2013
Masters of International Business, International Business
Harvard Business School
Kurukshetra University
Bachelor of Science (B.S.), Computer Engineering, First Class
Fidelity Investments June 2015 - Present
Fidelity Investments August 2013 - May 2015
Liberty Mutual Insurance May 2012 - August 2012
Tata Consultancy Services November 2005 - June 2011
Skills
Consulting, Business Strategy, Cross-functional Team..., Project Management, Entrepreneurship, Leadership, Strategic Planning, Business Analysis, Business Planning, Management, International Relations, Analysis, Strategy
Education
Tufts University - The Fletcher School of Law and Diplomacy 2011 — 2013
Masters of International Business, International Business
Harvard Business School
Kurukshetra University
Bachelor of Science (B.S.), Computer Engineering, First Class
Chuck Houston Chuck Houston's Fidelity Investments Experience March 2007 - November 2012
Job Technical Analyst / Lean Six Sigma Black Belt
Industry Information Technology and Services
Experience
The MathWorks March 2014 - Present
Harvard University Extension School January 2014 - Present
TSE Communications June 2013 - March 2014
Fidelity Investments March 2007 - November 2012
Skills
Databases, CRM, Process Improvement, Six Sigma, Lean IT, SQL, SCCM, Business Objects, Windows, Training, Microsoft Office, Software Documentation, SharePoint, Vendor Management, Technical Documentation, Quality Assurance, Technical Leadership, Resource Management, Customer Service, Analytics, Process Automation, Project Management, General Awesomeness, IT Asset Management, Leadership, Cross-functional Team..., Quantitative Analytics, Creative Problem Solving, Vendor Relationships, Team Building, Statistics, Listening to customers, Technical Support
Education
Harvard Extension School 2012 — 2015
Degree Candidate in the ALB program.
San Diego Mesa College 2003 — 2005
Computer Science, Dean's list
The MathWorks March 2014 - Present
Harvard University Extension School January 2014 - Present
TSE Communications June 2013 - March 2014
Fidelity Investments March 2007 - November 2012
Skills
Databases, CRM, Process Improvement, Six Sigma, Lean IT, SQL, SCCM, Business Objects, Windows, Training, Microsoft Office, Software Documentation, SharePoint, Vendor Management, Technical Documentation, Quality Assurance, Technical Leadership, Resource Management, Customer Service, Analytics, Process Automation, Project Management, General Awesomeness, IT Asset Management, Leadership, Cross-functional Team..., Quantitative Analytics, Creative Problem Solving, Vendor Relationships, Team Building, Statistics, Listening to customers, Technical Support
Education
Harvard Extension School 2012 — 2015
Degree Candidate in the ALB program.
San Diego Mesa College 2003 — 2005
Computer Science, Dean's list
Jackie Shoback's Fidelity Investments Experience January 2009 - December 2009
Job Executive Vice President, Chief Client Development Officer
Industry Consumer Services
Experience
Boston Private Financial Holdings February 2015 - Present
TIAA-CREF December 2010 - January 2015
Fidelity Investments January 2009 - December 2009
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Staples 2001 - 2003
Staples 2001 - 2002
Staples 1999 - 2000
Staples 1996 - 1998
Citicorp July 1988 - July 1991
Skills
Mergers, P&L Management, Multi-channel Marketing, Executive Management, Database Marketing, Mergers & Acquisitions, Competitive Analysis, Analytics, CRM, Cross-functional Team..., E-commerce, Leadership, Enterprise Software, Strategy, Management, Business Planning, Strategic Planning
Education
Harvard Business School 1991 — 1993
MBA, Business
Wellesley College 1984 — 1988
BA, Economics & Political Science
Boston Private Financial Holdings February 2015 - Present
TIAA-CREF December 2010 - January 2015
Fidelity Investments January 2009 - December 2009
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Staples 2001 - 2003
Staples 2001 - 2002
Staples 1999 - 2000
Staples 1996 - 1998
Citicorp July 1988 - July 1991
Skills
Mergers, P&L Management, Multi-channel Marketing, Executive Management, Database Marketing, Mergers & Acquisitions, Competitive Analysis, Analytics, CRM, Cross-functional Team..., E-commerce, Leadership, Enterprise Software, Strategy, Management, Business Planning, Strategic Planning
Education
Harvard Business School 1991 — 1993
MBA, Business
Wellesley College 1984 — 1988
BA, Economics & Political Science
Robert Barringer, CFA Robert Barringer, CFA's Fidelity Investments Experience 1986 - 1988
Job Chief Investment Officer, Partner and Portfolio Manager
Industry Investment Management
Experience
Eastern Shore Capital Management (ESCM) October 2012 - Present
FBR Fund Advisers, Inc. March 2004 - October 2012
Citizens Advisers 2001 - 2003
Trigent Software 2000 - 2000
AEW Capital Management 1995 - 1999
The Green Compamy 1992 - 1994
Spieker Partners 1990 - 1991
Fidelity Investments 1986 - 1988
Fidelity Investments 1985 - 1986
Skills
Investments, Hedge Funds, Investment Banking, Mergers, Mutual Funds, Alternative Investments, Asset Managment, Equities, Strategic Planning, Portfolio Management, Bloomberg, Real Estate, Financial Modeling, Equity Research, Asset Allocation, Investment Management, Equity Valuation, Banking, Investment Advisory, Finance
Education
Harvard Business School 1988 — 1990
Master of Business Administration (MBA), Investment Management and Real Estate
Wesleyan University 1980 — 1984
Bachelor of Arts (BA), Economics
Eastern Shore Capital Management (ESCM) October 2012 - Present
FBR Fund Advisers, Inc. March 2004 - October 2012
Citizens Advisers 2001 - 2003
Trigent Software 2000 - 2000
AEW Capital Management 1995 - 1999
The Green Compamy 1992 - 1994
Spieker Partners 1990 - 1991
Fidelity Investments 1986 - 1988
Fidelity Investments 1985 - 1986
Skills
Investments, Hedge Funds, Investment Banking, Mergers, Mutual Funds, Alternative Investments, Asset Managment, Equities, Strategic Planning, Portfolio Management, Bloomberg, Real Estate, Financial Modeling, Equity Research, Asset Allocation, Investment Management, Equity Valuation, Banking, Investment Advisory, Finance
Education
Harvard Business School 1988 — 1990
Master of Business Administration (MBA), Investment Management and Real Estate
Wesleyan University 1980 — 1984
Bachelor of Arts (BA), Economics
Neil Kapadia Neil Kapadia's Fidelity Investments Experience August 2014 - Present
Job Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments June 2013 - August 2013
Oaktree Capital Management August 2009 - June 2012
UBS Investment Bank August 2007 - November 2008
Houlihan Lokey June 2006 - August 2006
Skills
Sell Side, Valuation, Financial Modeling, High Yield, Financial Analysis, Corporate Finance, Fixed Income, Due Diligence, Credit Analysis
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2003 — 2007
B.S., Business
Torrey Pines High School 2000 — 2003
Fidelity Investments August 2014 - Present
Fidelity Investments June 2013 - August 2013
Oaktree Capital Management August 2009 - June 2012
UBS Investment Bank August 2007 - November 2008
Houlihan Lokey June 2006 - August 2006
Skills
Sell Side, Valuation, Financial Modeling, High Yield, Financial Analysis, Corporate Finance, Fixed Income, Due Diligence, Credit Analysis
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2003 — 2007
B.S., Business
Torrey Pines High School 2000 — 2003
Morgan Yeates Morgan Yeates's Fidelity Investments Experience 1982 - 1987
Job Research Director, Global HR Business Process Outsourcing at Gartner
Industry Information Technology and Services
Experience
Gartner September 2011 - Present
Mercer September 2010 - October 2011
Independent Consultancy 2009 - December 2010
The Hackett Group 2008 - 2009
Animato Technologies 2007 - 2007
EDS (HR outsourcing division, ExcellerateHRO) March 2005 - October 2006
Capgemini 2002 - 2005
Watson Wyatt 1992 - 2001
Hewitt Associates 1987 - 1992
Fidelity Investments 1982 - 1987
Skills
Outsourcing, Business Transformation, BPO, Offshoring, Organizational Design, Change Management, Management Consulting, Business Process..., HR Transformation, Vendor Management, Program Management, Performance Management, Business Strategy, IT Strategy, Acquisition Integration, Governance, Talent Management, PMO, Service Delivery, IT Outsourcing
Education
Harvard Business School 1996 — 1996
Certification, Executive Leadership
University of Michigan 1994 — 1994
Certification, Strategic HR Management
Millsaps College 1973 — 1977
B.A., Mathematics
Millsaps College 1973 — 1977
B.Music, Piano
Gartner September 2011 - Present
Mercer September 2010 - October 2011
Independent Consultancy 2009 - December 2010
The Hackett Group 2008 - 2009
Animato Technologies 2007 - 2007
EDS (HR outsourcing division, ExcellerateHRO) March 2005 - October 2006
Capgemini 2002 - 2005
Watson Wyatt 1992 - 2001
Hewitt Associates 1987 - 1992
Fidelity Investments 1982 - 1987
Skills
Outsourcing, Business Transformation, BPO, Offshoring, Organizational Design, Change Management, Management Consulting, Business Process..., HR Transformation, Vendor Management, Program Management, Performance Management, Business Strategy, IT Strategy, Acquisition Integration, Governance, Talent Management, PMO, Service Delivery, IT Outsourcing
Education
Harvard Business School 1996 — 1996
Certification, Executive Leadership
University of Michigan 1994 — 1994
Certification, Strategic HR Management
Millsaps College 1973 — 1977
B.A., Mathematics
Millsaps College 1973 — 1977
B.Music, Piano
Thomas P. Oberst Thomas P. Oberst's Fidelity Investments Experience August 1993 - January 2009
Job Principal & Chief Technology Officer at Advanced Strategic Technology, LLC
Industry Information Technology and Services
Experience
Advanced Strategic Technology, LLC January 2009 - Present
Fidelity Investments August 1993 - January 2009
Hewlett Packard (formerly Digital Equipment Corporation) March 1986 - August 1993
Skills
Enterprise Architecture, Unix, Software Development, Virtualization, IT Strategy, Data Center, System Architecture, Databases, Security, Cloud Computing, Architecture, High Availability, Operating Systems, Distributed Systems, Servers, Oracle, Product Management, Business Process, Systems Engineering, Network Security, Information Security, Web Development, Agile Methodologies, Networking, Server Architecture, Storage, Internet Strategy, Oracle SQL, High Performance..., Disaster Recovery, Big Data, Big Data Analytics, Cloud Security, Cyber-security, Low Latency Trading, Data Modeling, Hadoop, Apache, Wireshark, Cisco Security
Education
Rensselaer Polytechnic Institute 1989 — 1991
MS & Ph.D (ABD), Computer Science
Harvard Business School 1979 — 1981
MBA, General Management, Concentrations in Finance and International Business
Union College
BS, Electrical Engineering
Advanced Strategic Technology, LLC January 2009 - Present
Fidelity Investments August 1993 - January 2009
Hewlett Packard (formerly Digital Equipment Corporation) March 1986 - August 1993
Skills
Enterprise Architecture, Unix, Software Development, Virtualization, IT Strategy, Data Center, System Architecture, Databases, Security, Cloud Computing, Architecture, High Availability, Operating Systems, Distributed Systems, Servers, Oracle, Product Management, Business Process, Systems Engineering, Network Security, Information Security, Web Development, Agile Methodologies, Networking, Server Architecture, Storage, Internet Strategy, Oracle SQL, High Performance..., Disaster Recovery, Big Data, Big Data Analytics, Cloud Security, Cyber-security, Low Latency Trading, Data Modeling, Hadoop, Apache, Wireshark, Cisco Security
Education
Rensselaer Polytechnic Institute 1989 — 1991
MS & Ph.D (ABD), Computer Science
Harvard Business School 1979 — 1981
MBA, General Management, Concentrations in Finance and International Business
Union College
BS, Electrical Engineering
Dipto Chakravarty Dipto Chakravarty's Fidelity Investments Experience June 2008 - May 2011
Job CTO | Global R&D | Engineering | SaaS | Cyber Security | Cloud Security | CISO | Internet of Things | M2M
Industry Computer Software
Experience
Internet of Things Community June 2015 - Present
Altamira Technologies Corporation November 2014 - Present
MACH37 Cyber Accelerator September 2014 - Present
ThreatTrack Security Inc. April 2013 - September 2014
Novell April 2006 - April 2013
Fidelity Investments June 2008 - May 2011
eSecurity December 2002 - April 2006
OpenText (formerly Artesia) June 1999 - November 2002
Thomson Reuters June 1994 - May 1999
IBM Corporation July 1990 - June 1994
Skills
Enterprise Software, SaaS, Security, Agile Methodologies, Start-ups, Cloud Computing, Management, Leadership, Technical Leadership, Product Development, Product Management, Identity Management, Distributed Systems, Architectures, Software Development, Go-to-market Strategy, Enterprise Architecture, Predictive Analytics, Consumer Software, Network Security, Computer Security, Cloud Security, Internet of Things, Cyber-Security, Professional Services, Big Data, Virtualization, Data Center, IT Strategy, Strategic Partnerships, Mergers & Acquisitions, Mentoring, Strategy, Architecture
Education
Harvard Business School 2008 — 2009
General Management Program, Business Administration and Management, General
University of Pennsylvania - The Wharton School 1997 — 1998
Executive Development Program, Business
University of Maryland Baltimore County 1989 — 1992
M.S, Computer Science
University of Maryland Baltimore County 1984 — 1988
B.S, Computer Science and Electrical Engineering
Internet of Things Community June 2015 - Present
Altamira Technologies Corporation November 2014 - Present
MACH37 Cyber Accelerator September 2014 - Present
ThreatTrack Security Inc. April 2013 - September 2014
Novell April 2006 - April 2013
Fidelity Investments June 2008 - May 2011
eSecurity December 2002 - April 2006
OpenText (formerly Artesia) June 1999 - November 2002
Thomson Reuters June 1994 - May 1999
IBM Corporation July 1990 - June 1994
Skills
Enterprise Software, SaaS, Security, Agile Methodologies, Start-ups, Cloud Computing, Management, Leadership, Technical Leadership, Product Development, Product Management, Identity Management, Distributed Systems, Architectures, Software Development, Go-to-market Strategy, Enterprise Architecture, Predictive Analytics, Consumer Software, Network Security, Computer Security, Cloud Security, Internet of Things, Cyber-Security, Professional Services, Big Data, Virtualization, Data Center, IT Strategy, Strategic Partnerships, Mergers & Acquisitions, Mentoring, Strategy, Architecture
Education
Harvard Business School 2008 — 2009
General Management Program, Business Administration and Management, General
University of Pennsylvania - The Wharton School 1997 — 1998
Executive Development Program, Business
University of Maryland Baltimore County 1989 — 1992
M.S, Computer Science
University of Maryland Baltimore County 1984 — 1988
B.S, Computer Science and Electrical Engineering
Steven Molina's Fidelity Investments Experience May 2003 - August 2003
Job Vice President, Head of North America Credit Cards Revenue Planning & Analysis
Industry Financial Services
Experience
Citi January 2013 - Present
American Express January 2011 - December 2012
American Express January 2009 - January 2011
JPMorgan Chase June 2006 - December 2008
Fidelity Investments May 2003 - August 2003
Lehman Brothers January 2003 - April 2003
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Business Analysis, Strategic Financial..., Financial Reporting, Portfolio Management, Business Strategy, Banking, Forecasting, Process Improvement, Microsoft Excel, Analysis, Management Consulting, Investments, Finance, Sarbanes-Oxley Act, Accounting, Financial Services
Education
Syracuse University - Martin J. Whitman School of Management
Master of Business Administration (MBA), Finance & Marketing
Syracuse University 2000 — 2004
Bachelor of Science (B.S.), Information Management
Harvard Business School 2003 — 2003
Certicifcate, Summer Venture in Management Program
Citi January 2013 - Present
American Express January 2011 - December 2012
American Express January 2009 - January 2011
JPMorgan Chase June 2006 - December 2008
Fidelity Investments May 2003 - August 2003
Lehman Brothers January 2003 - April 2003
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Business Analysis, Strategic Financial..., Financial Reporting, Portfolio Management, Business Strategy, Banking, Forecasting, Process Improvement, Microsoft Excel, Analysis, Management Consulting, Investments, Finance, Sarbanes-Oxley Act, Accounting, Financial Services
Education
Syracuse University - Martin J. Whitman School of Management
Master of Business Administration (MBA), Finance & Marketing
Syracuse University 2000 — 2004
Bachelor of Science (B.S.), Information Management
Harvard Business School 2003 — 2003
Certicifcate, Summer Venture in Management Program
David M. Geffen David M. Geffen's Fidelity Investments Experience 1994 - 2005
Job Senior Attorney at Ropes & Gray LLP
Industry Law Practice
Experience
Ropes & Gray LLP 2014 - Present
Dechert LLP 2005 - 2014
Fidelity Investments 1994 - 2005
Skills
Securities Regulation, Mutual Funds, Investment Management, 1940 Act, SEC, Investment Advisory, Corporate Governance, Corporate Law, FINRA, Closed-end Funds, Securities Litigation, Financial Regulation, Hedge Funds, Private Equity, Securities, Alternative Investments, Due Diligence
Education
Harvard Law School
Doctor of Law (JD)
Massachusetts Institute of Technology
SB, Economics
Ropes & Gray LLP 2014 - Present
Dechert LLP 2005 - 2014
Fidelity Investments 1994 - 2005
Skills
Securities Regulation, Mutual Funds, Investment Management, 1940 Act, SEC, Investment Advisory, Corporate Governance, Corporate Law, FINRA, Closed-end Funds, Securities Litigation, Financial Regulation, Hedge Funds, Private Equity, Securities, Alternative Investments, Due Diligence
Education
Harvard Law School
Doctor of Law (JD)
Massachusetts Institute of Technology
SB, Economics
Ian Northrop Ian Northrop's Fidelity Investments Experience 2004 - 2004
Job
Industry Management Consulting
Experience
JHNA, Inc November 2009 - Present
Arcadia Center for Sustainable Food & Agriculture February 2014 - Present
JHNA, Inc January 2013 - Present
Azimuth July 2014 - July 2015
Third Horizon Consulting Partners July 2008 - September 2009
Westpac Bank; BT Financial Group August 2005 - January 2008
Fidelity Investments 2004 - 2004
US Army June 1998 - October 2003
Skills
Defense, Finance, Strategy Development, Management Consulting, Analysis, Problem Solving, Strategic Thinking, Planning, Portfolio Management, Strategy, Project Planning, Leadership, Consulting, Financial Analysis, Strategic Planning, Acquisition Integration, Executive Management, Mergers & Acquisitions, Business Process..., Integration, Valuation, Business Strategy, Management
Education
Harvard Business School 2003 — 2005
MBA
United States Military Academy at West Point 1994 — 1998
BS, Economics
Virginia Polytechnic Institute and State University 1993 — 1994
JHNA, Inc November 2009 - Present
Arcadia Center for Sustainable Food & Agriculture February 2014 - Present
JHNA, Inc January 2013 - Present
Azimuth July 2014 - July 2015
Third Horizon Consulting Partners July 2008 - September 2009
Westpac Bank; BT Financial Group August 2005 - January 2008
Fidelity Investments 2004 - 2004
US Army June 1998 - October 2003
Skills
Defense, Finance, Strategy Development, Management Consulting, Analysis, Problem Solving, Strategic Thinking, Planning, Portfolio Management, Strategy, Project Planning, Leadership, Consulting, Financial Analysis, Strategic Planning, Acquisition Integration, Executive Management, Mergers & Acquisitions, Business Process..., Integration, Valuation, Business Strategy, Management
Education
Harvard Business School 2003 — 2005
MBA
United States Military Academy at West Point 1994 — 1998
BS, Economics
Virginia Polytechnic Institute and State University 1993 — 1994
Emily Irving's Fidelity Investments Experience June 2014 - August 2014
Job Summer Intern at Brown Brothers Harriman
Industry
Experience
Brown Brothers Harriman June 2015 - Present
Fidelity Investments June 2014 - August 2014
Fidelity Investments June 2013 - August 2013
Brigham and Women's Hospital November 2010 - June 2012
Thai Red Cross June 2011 - August 2011
Skills
Economics, Marketing, Research, Digital Strategy, Microsoft Excel, Web Analytics, Microsoft Word, PowerPoint, Leadership, Microsoft Office, Public Speaking, Social Media, Data Analysis, Community Outreach, Event Planning, Fundraising, Teaching, Editing
Education
Williams College 2012 — 2016
Bachelor’s Degree, Political Economy, Senior
Harvard Business School 2014 — 2014
HBX Credential of Readiness
The Winsor School 2004 — 2012
High School
Brown Brothers Harriman June 2015 - Present
Fidelity Investments June 2014 - August 2014
Fidelity Investments June 2013 - August 2013
Brigham and Women's Hospital November 2010 - June 2012
Thai Red Cross June 2011 - August 2011
Skills
Economics, Marketing, Research, Digital Strategy, Microsoft Excel, Web Analytics, Microsoft Word, PowerPoint, Leadership, Microsoft Office, Public Speaking, Social Media, Data Analysis, Community Outreach, Event Planning, Fundraising, Teaching, Editing
Education
Williams College 2012 — 2016
Bachelor’s Degree, Political Economy, Senior
Harvard Business School 2014 — 2014
HBX Credential of Readiness
The Winsor School 2004 — 2012
High School
Carl Sundstrom Carl Sundstrom's Fidelity Investments Experience 1995 - 1999
Job Chief Information Officer
Industry Information Technology and Services
Experience
C2FS Consulting, LLC 2003 - Present
The GL Group February 2014 - February 2015
iGate Corporation (formally Mastech) 1999 - 2003
Fidelity Investments 1995 - 1999
Thomson Reuters 1994 - 1995
Harvard Management Company 1989 - 1993
Skills
Business Analysis, Hedge Funds, Wealth Management, Management, Microsoft SQL Server, Disaster Recovery, Investment Management, Private Equity, Investments, Financial Services, Leadership, CRM, Program Management, Capital Markets, Banking, Securities, Recruiting, Mergers & Acquisitions, Trading, New Business Development, Analysis, Fixed Income, Insurance
Education
Northeastern University
BSBA ~ Dual Major, Management Information Systems & Finance
Harvard University
Harvard Extension School, Applied Sciences ~ concentration in Intelligent Systems
Thayer Academy
Braintree, MA.
C2FS Consulting, LLC 2003 - Present
The GL Group February 2014 - February 2015
iGate Corporation (formally Mastech) 1999 - 2003
Fidelity Investments 1995 - 1999
Thomson Reuters 1994 - 1995
Harvard Management Company 1989 - 1993
Skills
Business Analysis, Hedge Funds, Wealth Management, Management, Microsoft SQL Server, Disaster Recovery, Investment Management, Private Equity, Investments, Financial Services, Leadership, CRM, Program Management, Capital Markets, Banking, Securities, Recruiting, Mergers & Acquisitions, Trading, New Business Development, Analysis, Fixed Income, Insurance
Education
Northeastern University
BSBA ~ Dual Major, Management Information Systems & Finance
Harvard University
Harvard Extension School, Applied Sciences ~ concentration in Intelligent Systems
Thayer Academy
Braintree, MA.
Evan Goduco Evan Goduco's Fidelity Investments Experience September 2008 - June 2012
Job Purchasing, Contracts, and Assets Manager at Harvard Business School IT
Industry Higher Education
Experience
Harvard Business School June 2015 - Present
Harvard Business School March 2013 - June 2015
SEPATON May 2012 - February 2013
Fidelity Investments September 2008 - June 2012
Fidelity Investments January 2008 - August 2008
jcpenney June 2004 - January 2008
Skills
Logistics, Inventory Management, Security, Stock Management, Data Center, Inventory Accounting, Inventory Planning, Process Improvement, Hardware, Microsoft Dynamics, Inventory Accuracy, Inventory Analysis, Logistics Management, Project Management, Troubleshooting, Operations Management, Warehousing, Program Management, Supply Chain Management, ITIL Certified, Vendor Management, Leadership, IT Operations, SharePoint, Technical Support, Team Leadership, Supply Chain, Management, Storage, Cross-functional Team..., Business Analysis, Materials Management, Outsourcing, Access, Forecasting, Integration, Purchasing, ERP, Procurement, ITIL, IT Asset Management, Sourcing
Education
Harvard Extension School
Bachelor's Degree
Harvard Business School June 2015 - Present
Harvard Business School March 2013 - June 2015
SEPATON May 2012 - February 2013
Fidelity Investments September 2008 - June 2012
Fidelity Investments January 2008 - August 2008
jcpenney June 2004 - January 2008
Skills
Logistics, Inventory Management, Security, Stock Management, Data Center, Inventory Accounting, Inventory Planning, Process Improvement, Hardware, Microsoft Dynamics, Inventory Accuracy, Inventory Analysis, Logistics Management, Project Management, Troubleshooting, Operations Management, Warehousing, Program Management, Supply Chain Management, ITIL Certified, Vendor Management, Leadership, IT Operations, SharePoint, Technical Support, Team Leadership, Supply Chain, Management, Storage, Cross-functional Team..., Business Analysis, Materials Management, Outsourcing, Access, Forecasting, Integration, Purchasing, ERP, Procurement, ITIL, IT Asset Management, Sourcing
Education
Harvard Extension School
Bachelor's Degree
Gaurav Kapoor Gaurav Kapoor's Fidelity Investments Experience 2008 - 2011
Job Global Technology Investments
Industry Investment Management
Experience
Investment Management 2015 - Present
CI Investments Inc. 2012 - 2014
Citadel LLC 2011 - 2012
Fidelity Investments 2008 - 2011
Thomas Weisel Partners January 2003 - December 2007
Skills
Equity Research, Equities, Equity Valuation, Hedge Funds, Portfolio Management, Competitive Analysis, Valuation, Industry Analysis, Asset Management, Investments, Alternative Investments, Bloomberg, Fixed Income, Investment Banking, Capital Markets, Financial Modeling, Mutual Funds, Fundamental Analysis, Business Strategy, Strategy, Financial Analysis, Financial Strategy, Financial Statements
Education
Harvard Business School
General Management, Finance
Indian Institute of Technology
Bachelor of Technology, Engineering
The Hong Kong University of Science and Technology
Investment Management 2015 - Present
CI Investments Inc. 2012 - 2014
Citadel LLC 2011 - 2012
Fidelity Investments 2008 - 2011
Thomas Weisel Partners January 2003 - December 2007
Skills
Equity Research, Equities, Equity Valuation, Hedge Funds, Portfolio Management, Competitive Analysis, Valuation, Industry Analysis, Asset Management, Investments, Alternative Investments, Bloomberg, Fixed Income, Investment Banking, Capital Markets, Financial Modeling, Mutual Funds, Fundamental Analysis, Business Strategy, Strategy, Financial Analysis, Financial Strategy, Financial Statements
Education
Harvard Business School
General Management, Finance
Indian Institute of Technology
Bachelor of Technology, Engineering
The Hong Kong University of Science and Technology
Mike Cheng Mike Cheng's Fidelity Investments Experience May 2000 - August 2000
Job Financial Professional
Industry Accounting
Experience
PwC June 2007 - Present
KPMG June 2002 - July 2005
Procter & Gamble May 2001 - August 2001
Fidelity Investments May 2000 - August 2000
Deloitte May 1999 - August 1999
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Tax, Corporate Tax, Auditing, Internal Audit, GAAP, SEC filings, US GAAP, External Audit
Education
Harvard Business School 2005 — 2007
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 1998 — 2002
Business Administration & Statistics
PwC June 2007 - Present
KPMG June 2002 - July 2005
Procter & Gamble May 2001 - August 2001
Fidelity Investments May 2000 - August 2000
Deloitte May 1999 - August 1999
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Tax, Corporate Tax, Auditing, Internal Audit, GAAP, SEC filings, US GAAP, External Audit
Education
Harvard Business School 2005 — 2007
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 1998 — 2002
Business Administration & Statistics
Kaushal Shah's Fidelity Investments Experience May 2013 - December 2013
Job Technology Audit Analyst at Goldman Sachs
Industry Computer & Network Security
Experience
Goldman Sachs April 2015 - Present
Northeastern University September 2014 - December 2014
Goldman Sachs May 2014 - August 2014
Northeastern University January 2014 - April 2014
Fidelity Investments May 2013 - December 2013
Information Systems Security Association - Northeastern University January 2013 - April 2013
Northeastern University December 2012 - April 2013
K J Somaiya College of Engineering August 2011 - April 2012
CSI - KJSCE Students' Council July 2010 - April 2011
Skills
Information Assurance, Network Simulation, Data Security, Network Security, IT Audit, System Audit and Logging, IT Risk Management, Secure Code Review, COBIT, Data Analysis, System Hardening, Microsoft Excel, Penetration Testing, Intrusion Detection, Python, Firewalls, MySQL, Java, Linux, C++, HTML, Core Java, XML, Programming, Financial Analysis, Business Analysis, TCL, HTML + CSS, PowerPoint
Education
Northeastern University 2012 — 2014
Master of Science (M.S.), Information Assurance, 3.83
Harvard Business School 2014 — 2014
HBX CORe (Credential of Readiness), Fundamentals of Business, Pass
The Fullbridge Program 2013 — 2013
xBA, Business Immersion Track
K J Somaiya College of Engineering 2008 — 2012
B.E., Computer Science and Engineering
Appin Technlogy Labs 2009 — 2010
Appin Security Expert, Information Security and Ethical Hacking
K J Somaiya College of Science and Commerce 2006 — 2008
Higher Secondary (School) Certificate, Science, 87.5
Goldman Sachs April 2015 - Present
Northeastern University September 2014 - December 2014
Goldman Sachs May 2014 - August 2014
Northeastern University January 2014 - April 2014
Fidelity Investments May 2013 - December 2013
Information Systems Security Association - Northeastern University January 2013 - April 2013
Northeastern University December 2012 - April 2013
K J Somaiya College of Engineering August 2011 - April 2012
CSI - KJSCE Students' Council July 2010 - April 2011
Skills
Information Assurance, Network Simulation, Data Security, Network Security, IT Audit, System Audit and Logging, IT Risk Management, Secure Code Review, COBIT, Data Analysis, System Hardening, Microsoft Excel, Penetration Testing, Intrusion Detection, Python, Firewalls, MySQL, Java, Linux, C++, HTML, Core Java, XML, Programming, Financial Analysis, Business Analysis, TCL, HTML + CSS, PowerPoint
Education
Northeastern University 2012 — 2014
Master of Science (M.S.), Information Assurance, 3.83
Harvard Business School 2014 — 2014
HBX CORe (Credential of Readiness), Fundamentals of Business, Pass
The Fullbridge Program 2013 — 2013
xBA, Business Immersion Track
K J Somaiya College of Engineering 2008 — 2012
B.E., Computer Science and Engineering
Appin Technlogy Labs 2009 — 2010
Appin Security Expert, Information Security and Ethical Hacking
K J Somaiya College of Science and Commerce 2006 — 2008
Higher Secondary (School) Certificate, Science, 87.5
Jennifer Harnden-Koehler Jennifer Harnden-Koehler's Fidelity Investments Experience September 2005 - June 2011
Job President at Talent Acceleration Group
Industry Professional Training & Coaching
Experience
Talent Acceleration Group April 2011 - Present
Fidelity Investments September 2005 - June 2011
Fidelity Investments July 2007 - October 2009
Fidelity September 2005 - July 2007
RHR International 1998 - 2005
Skills
Organizational..., 360 Feedback, Succession Planning, Talent Management, Leadership, Organizational..., Executive Coaching, Leadership Development, Change Management, Executive Development, Coaching, Performance Management, Organizational Design, Workshop Facilitation, Management Consulting, Culture Change, Program Management, Consulting, Management, Executive Management, MBTI, Employee Engagement, Onboarding, Management Development, Career Development, Emotional Intelligence, Personnel Management, Performance Improvement, Workforce Planning, Thought Leadership, HR Consulting, Employee Training, Human Resources, Talent Acquisition, Executive Positions, Training Delivery, Conflict Resolution, Career Counseling, Training, Instructional Design, Needs Analysis
Education
Harvard University 1993 — 1998
PhD, Psychology
Smith College 1987 — 1991
Bachelor of Arts (B.A.), Psychology
Talent Acceleration Group April 2011 - Present
Fidelity Investments September 2005 - June 2011
Fidelity Investments July 2007 - October 2009
Fidelity September 2005 - July 2007
RHR International 1998 - 2005
Skills
Organizational..., 360 Feedback, Succession Planning, Talent Management, Leadership, Organizational..., Executive Coaching, Leadership Development, Change Management, Executive Development, Coaching, Performance Management, Organizational Design, Workshop Facilitation, Management Consulting, Culture Change, Program Management, Consulting, Management, Executive Management, MBTI, Employee Engagement, Onboarding, Management Development, Career Development, Emotional Intelligence, Personnel Management, Performance Improvement, Workforce Planning, Thought Leadership, HR Consulting, Employee Training, Human Resources, Talent Acquisition, Executive Positions, Training Delivery, Conflict Resolution, Career Counseling, Training, Instructional Design, Needs Analysis
Education
Harvard University 1993 — 1998
PhD, Psychology
Smith College 1987 — 1991
Bachelor of Arts (B.A.), Psychology
Irwin Barnes Irwin Barnes's Fidelity Investments Experience 1995 - Present
Job Deputy General Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1995 - Present
Fidelity Investments 1995 - 2014
Lotus Development 1987 - 1995
Education
Harvard Law School 1978 — 1981
Doctor of Law (J.D.)
Yale University 1974 — 1978
B.A., Russian and East European Studies
Fidelity Investments 1995 - Present
Fidelity Investments 1995 - 2014
Lotus Development 1987 - 1995
Education
Harvard Law School 1978 — 1981
Doctor of Law (J.D.)
Yale University 1974 — 1978
B.A., Russian and East European Studies
David Mou's Fidelity Investments Experience June 2010 - August 2010
Job Psychiatry Resident at MGH/McLean at Partners HealthCare
Industry Hospital & Health Care
Experience
Partners HealthCare May 2014 - Present
Scholarlocker LLC June 2010 - May 2015
Fidelity Investments June 2010 - August 2010
Skills
Neuroscience, Lifesciences, Clinical Research, Medicine, Healthcare, Molecular Biology, Healthcare Information..., Entrepreneurship, Healthcare Management, Medical Education, Hospitals, Life Sciences
Education
Harvard Business School 2012 — 2014
MBA
Harvard Medical School 2009 — 2014
Doctor of Medicine (MD)
Harvard University 2004 — 2008
M.A., Neuroscience
Partners HealthCare May 2014 - Present
Scholarlocker LLC June 2010 - May 2015
Fidelity Investments June 2010 - August 2010
Skills
Neuroscience, Lifesciences, Clinical Research, Medicine, Healthcare, Molecular Biology, Healthcare Information..., Entrepreneurship, Healthcare Management, Medical Education, Hospitals, Life Sciences
Education
Harvard Business School 2012 — 2014
MBA
Harvard Medical School 2009 — 2014
Doctor of Medicine (MD)
Harvard University 2004 — 2008
M.A., Neuroscience
Erika Olson Erika Olson's Fidelity Investments Experience May 2002 - August 2002
Job Freelance writer and social media strategist
Industry Writing and Editing
Experience
Erika S Olson LLC August 2007 - Present
Chicago Board of Trade (now CME Group) September 2006 - August 2007
JPMorgan Chase December 2004 - August 2006
JPMorgan Chase July 2004 - December 2004
JPMorgan Chase/Bank One August 2003 - June 2004
Fidelity Investments May 2002 - August 2002
Luminant Worldwide January 2000 - June 2001
Luminant Worldwide January 1999 - December 1999
Luminant / Free Range Media February 1998 - December 1998
USWeb November 1996 - January 1998
Skills
Writing, Editing, Blogging, Blog Marketing, Social Media, Social Media Development, Social Media Marketing, Resume Writing, Online Marketing, Marketing Strategy, Interactive Marketing..., Interactive Marketing, Customer Research, Market Research, Qualitative Market..., Qualitative Research, Blog Development, Community Management, Grammar, English grammar, Film Criticism, Marketing Research, Copy Editing, Social Networking, Marketing, Event Planning, Financial Services, Content Strategy, Competitive Analysis, Strategic Partnerships, Product Marketing, Publishing, Digital Media, Management
Education
Harvard Business School 2001 — 2003
MBA, Strategy, Marketing
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
BBA, Marketing, Computer Information Systems
University of Michigan Honors College 1992 — 1994
Rochester Adams High School
Erika S Olson LLC August 2007 - Present
Chicago Board of Trade (now CME Group) September 2006 - August 2007
JPMorgan Chase December 2004 - August 2006
JPMorgan Chase July 2004 - December 2004
JPMorgan Chase/Bank One August 2003 - June 2004
Fidelity Investments May 2002 - August 2002
Luminant Worldwide January 2000 - June 2001
Luminant Worldwide January 1999 - December 1999
Luminant / Free Range Media February 1998 - December 1998
USWeb November 1996 - January 1998
Skills
Writing, Editing, Blogging, Blog Marketing, Social Media, Social Media Development, Social Media Marketing, Resume Writing, Online Marketing, Marketing Strategy, Interactive Marketing..., Interactive Marketing, Customer Research, Market Research, Qualitative Market..., Qualitative Research, Blog Development, Community Management, Grammar, English grammar, Film Criticism, Marketing Research, Copy Editing, Social Networking, Marketing, Event Planning, Financial Services, Content Strategy, Competitive Analysis, Strategic Partnerships, Product Marketing, Publishing, Digital Media, Management
Education
Harvard Business School 2001 — 2003
MBA, Strategy, Marketing
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
BBA, Marketing, Computer Information Systems
University of Michigan Honors College 1992 — 1994
Rochester Adams High School
Carolyn Brenner Carolyn Brenner's Fidelity Investments Experience March 1998 - August 2000
Job Director of Business Development at Lateral Link
Industry Legal Services
Experience
Lateral Link January 2009 - Present
Skadden Arps 2003 - 2008
Foley and Lardner 2002 - 2002
Fidelity Investments March 1998 - August 2000
Education
Harvard Law School 2000 — 2003
JD
University of Wisconsin-Madison - School of Business 1997 — 2000
BBA, Finance and Risk Management
Lateral Link January 2009 - Present
Skadden Arps 2003 - 2008
Foley and Lardner 2002 - 2002
Fidelity Investments March 1998 - August 2000
Education
Harvard Law School 2000 — 2003
JD
University of Wisconsin-Madison - School of Business 1997 — 2000
BBA, Finance and Risk Management
Abigail Wright Abigail Wright's Fidelity Investments Experience June 2014 - August 2014
Job Management Consultant at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments June 2014 - August 2014
Noise Marketing April 2011 - April 2013
Noise Marketing April 2010 - April 2011
Grey Group May 2009 - April 2010
Urtak.com December 2008 - April 2009
International Radio and Television Society 2007 - 2007
Skills
Strategy, Customer Insight, Marketing, Social Media Measurement, Digital Strategy, Social Analytics, Social Media, Digital Media, Digital Marketing, Start-ups, Entrepreneurship, Analytics, Web Analytics, Management, Cross-functional Team..., Brand Architecture, Account Management, New Business Development, Market Research, Advertising
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2005 — 2009
AB, History of Science
Milton Academy 2000 — 2004
High School
Fidelity Investments June 2014 - August 2014
Noise Marketing April 2011 - April 2013
Noise Marketing April 2010 - April 2011
Grey Group May 2009 - April 2010
Urtak.com December 2008 - April 2009
International Radio and Television Society 2007 - 2007
Skills
Strategy, Customer Insight, Marketing, Social Media Measurement, Digital Strategy, Social Analytics, Social Media, Digital Media, Digital Marketing, Start-ups, Entrepreneurship, Analytics, Web Analytics, Management, Cross-functional Team..., Brand Architecture, Account Management, New Business Development, Market Research, Advertising
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2005 — 2009
AB, History of Science
Milton Academy 2000 — 2004
High School
Sarah Bucknell Treco's Fidelity Investments Experience May 2015 - Present
Job Senior Project Manager at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments April 2014 - May 2015
reacHIRE 2014 - 2015
Bucknell Antiques & Decorative Arts 1998 - 2004
Independent Consulting Assignments 1984 - 1997
Bain & Company 1982 - 1984
McKinsey & Company 1981 - 1981
The First Boston Corporation 1978 - 1980
Bankers Trust Company 1977 - 1978
Education
Harvard Business School 1980 — 1982
MBA
Harvard University 1973 — 1977
BA, magna cum laude
Fidelity Investments May 2015 - Present
Fidelity Investments April 2014 - May 2015
reacHIRE 2014 - 2015
Bucknell Antiques & Decorative Arts 1998 - 2004
Independent Consulting Assignments 1984 - 1997
Bain & Company 1982 - 1984
McKinsey & Company 1981 - 1981
The First Boston Corporation 1978 - 1980
Bankers Trust Company 1977 - 1978
Education
Harvard Business School 1980 — 1982
MBA
Harvard University 1973 — 1977
BA, magna cum laude
Jennifer Voss Jennifer Voss's Fidelity Investments Experience January 2015 - Present
Job Business Development and Market Opportunity Identification Professional
Industry Marketing and Advertising
Experience
Fidelity Investments January 2015 - Present
Polaris September 2014 - December 2014
reacHIRE January 2014 - April 2014
Voss Business Development and Marketing 2004 - 2012
The University of Queensland 2007 - 2008
De Havilland Art 1990 - 2003
Chanin & Company 1992 - 1992
Bossard Group 1987 - 1989
PAREXEL 1986 - 1987
Skills
Business Development, Market Research, Sales, Social Media Marketing, Project Management, Lead Generation, Social Media, Client Development, Event Management, Process Improvement, Public Speaking, Relationship Management, Partner Management, Web Content, Blogging, Journalism, Editing, Publishing
Education
Harvard Business School 1991 — 1993
Master of Business Administration (MBA)
Williams College 1981 — 1986
Bachelor of Arts (B.A.), Economics
Fidelity Investments January 2015 - Present
Polaris September 2014 - December 2014
reacHIRE January 2014 - April 2014
Voss Business Development and Marketing 2004 - 2012
The University of Queensland 2007 - 2008
De Havilland Art 1990 - 2003
Chanin & Company 1992 - 1992
Bossard Group 1987 - 1989
PAREXEL 1986 - 1987
Skills
Business Development, Market Research, Sales, Social Media Marketing, Project Management, Lead Generation, Social Media, Client Development, Event Management, Process Improvement, Public Speaking, Relationship Management, Partner Management, Web Content, Blogging, Journalism, Editing, Publishing
Education
Harvard Business School 1991 — 1993
Master of Business Administration (MBA)
Williams College 1981 — 1986
Bachelor of Arts (B.A.), Economics
Dov Frede's Fidelity Investments Experience August 2012 - November 2013
Job Digital Resources Librarian at MFS Investment Management
Industry Libraries
Experience
MFS Investment Management September 2014 - Present
WGBH April 2014 - September 2014
Digital Heritage Mapping January 2014 - June 2014
Fidelity Investments August 2012 - November 2013
Maryland Institute for Technology in the Humanities February 2012 - August 2012
WGBH May 2008 - August 2012
Chicago Public Library August 2011 - February 2012
Cambridge Historical Society March 2011 - June 2011
Massachusetts Historical Society July 2006 - July 2010
Simmons College August 2005 - May 2008
Skills
Knowledge Management, Metadata, Digitization, Cataloging, Taxonomy, Library, XML, History, Research, Digital Libraries, Editing, Multimedia, Document Management, French, Mac, Documentations, Microsoft Office, TEI, Oxygen XML Editor, SharePoint, Google Docs, File naming conventions, Windows, Controlled Vocabularies, MS Office, OCLC, PC, Macintosh, Digital Libraries and..., Digital Preservation, Guitar, Django CMS, FileMaker, Artesia DAMS, Jive SBS, Libraries, Social Media, Content Management, Library Science, Information Architecture
Education
Simmons College 2005 — 2008
MS, Library and Information Science, 3.3
Harvard Extension School 1999 — 2000
English Language and Literature, General
Yale University 1993 — 1997
BA, English
上智大学 / Sophia University 1995 — 1995
Summer Session Certificate, Japanese, Theater Studies
MFS Investment Management September 2014 - Present
WGBH April 2014 - September 2014
Digital Heritage Mapping January 2014 - June 2014
Fidelity Investments August 2012 - November 2013
Maryland Institute for Technology in the Humanities February 2012 - August 2012
WGBH May 2008 - August 2012
Chicago Public Library August 2011 - February 2012
Cambridge Historical Society March 2011 - June 2011
Massachusetts Historical Society July 2006 - July 2010
Simmons College August 2005 - May 2008
Skills
Knowledge Management, Metadata, Digitization, Cataloging, Taxonomy, Library, XML, History, Research, Digital Libraries, Editing, Multimedia, Document Management, French, Mac, Documentations, Microsoft Office, TEI, Oxygen XML Editor, SharePoint, Google Docs, File naming conventions, Windows, Controlled Vocabularies, MS Office, OCLC, PC, Macintosh, Digital Libraries and..., Digital Preservation, Guitar, Django CMS, FileMaker, Artesia DAMS, Jive SBS, Libraries, Social Media, Content Management, Library Science, Information Architecture
Education
Simmons College 2005 — 2008
MS, Library and Information Science, 3.3
Harvard Extension School 1999 — 2000
English Language and Literature, General
Yale University 1993 — 1997
BA, English
上智大学 / Sophia University 1995 — 1995
Summer Session Certificate, Japanese, Theater Studies
Jessica Min, CFP TEP Jessica Min, CFP TEP's Fidelity Investments Experience June 1993 - August 1993
Job Senior Financial Advisor at Assante Capital Management Ltd.
Industry Investment Management
Experience
Assante Capital Management Ltd. October 2000 - Present
Financial Concept Group November 1995 - October 2000
Fidelity Investments June 1993 - August 1993
Fidelity Investments June 1992 - August 1992
Skills
Wealth Management, Estate Planning, Retirement Planning, High Net Worth..., Investment Advisory, Financial Planning, Strategic Financial..., Wealth Management..., Investment Management, Mutual Funds
Education
Harvard Graduate School of Arts and Sciences
Ph.D candidacy
Harvard University
MA
New York Institute of Finance
Certificate
University of California, Santa Cruz
BA
Assante Capital Management Ltd. October 2000 - Present
Financial Concept Group November 1995 - October 2000
Fidelity Investments June 1993 - August 1993
Fidelity Investments June 1992 - August 1992
Skills
Wealth Management, Estate Planning, Retirement Planning, High Net Worth..., Investment Advisory, Financial Planning, Strategic Financial..., Wealth Management..., Investment Management, Mutual Funds
Education
Harvard Graduate School of Arts and Sciences
Ph.D candidacy
Harvard University
MA
New York Institute of Finance
Certificate
University of California, Santa Cruz
BA
Christopher Escobar's Fidelity Investments Experience 2015 - Present
Job Finance Professional
Industry Financial Services
Experience
Fidelity Investments 2015 - Present
Rocket Software May 2015 - July 2015
UniFirst Corporation January 2013 - January 2015
Liberty Tax Service 2011 - 2014
WallstreetOasis.com August 2013 - October 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Accounting, Budgets, Time Management, Process Improvement, Journal Entries, Bank Reconciliation, Investment Properties, Investment Banking, Bookkeeping, PowerPoint, Forecasting, Financial Modeling, Business Valuation, DCF Valuation, LBO, Financial Analysis, Finance, Management
Education
Harvard Extension School 2014 — 2014
Mount Washington College 2010 — 2014
Bachelor's Degree, Business Administration and Management, concentration in accounting., Cum Laude
Fidelity Investments 2015 - Present
Rocket Software May 2015 - July 2015
UniFirst Corporation January 2013 - January 2015
Liberty Tax Service 2011 - 2014
WallstreetOasis.com August 2013 - October 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Accounting, Budgets, Time Management, Process Improvement, Journal Entries, Bank Reconciliation, Investment Properties, Investment Banking, Bookkeeping, PowerPoint, Forecasting, Financial Modeling, Business Valuation, DCF Valuation, LBO, Financial Analysis, Finance, Management
Education
Harvard Extension School 2014 — 2014
Mount Washington College 2010 — 2014
Bachelor's Degree, Business Administration and Management, concentration in accounting., Cum Laude
James K. Cornell James K. Cornell's Fidelity Investments Experience September 2000 - September 2009
Job Boston Chair at TIGER 21
Industry Investment Management
Experience
Fiduciary Wealth Partners November 2014 - Present
TIGER 21 October 2014 - Present
The Bollard Group LLC January 2011 - November 2014
Fidelity Investments September 2000 - September 2009
Fidelity Capital and Fidelity Ventures September 1997 - September 2000
Quadra Capital Partners, LP April 1996 - September 1997
Skills
Portfolio Management, Asset Management, Asset Allocation, Investments, Hedge Funds, Alternative Investments, Venture Capital, Private Equity, Mergers & Acquisitions, Marketing, Strategy, Wealth Management, Mutual Funds, Strategic Financial..., Business Strategy, Start-ups, Financial Advisory, Entrepreneurship, Wealth Management..., Risk Management, Fixed Income, Financial Services, Business Planning, Product Development, Trading, Finance, Emerging Markets, Mergers, Retirement, Financial Modeling, Corporate Finance, Securities, Go-to-market Strategy, Investment Strategies, Executive Managment, Strategy Execution, Growth Strategy, Board Relations, Board Development, Customer Acquisition, Sales, Marketing and..., Sales Execution, Series 7, Relationship Management, Acquisition Integration, IT Governance, Deal Execution, Series 24, Series 63, Investment Management
Education
University of North Carolina at Chapel Hill 1981 — 1985
B.A, Economics
Harvard Business School 2000 — 2001
Fidelity Sponsored, Owner, President, Manager Program
Fiduciary Wealth Partners November 2014 - Present
TIGER 21 October 2014 - Present
The Bollard Group LLC January 2011 - November 2014
Fidelity Investments September 2000 - September 2009
Fidelity Capital and Fidelity Ventures September 1997 - September 2000
Quadra Capital Partners, LP April 1996 - September 1997
Skills
Portfolio Management, Asset Management, Asset Allocation, Investments, Hedge Funds, Alternative Investments, Venture Capital, Private Equity, Mergers & Acquisitions, Marketing, Strategy, Wealth Management, Mutual Funds, Strategic Financial..., Business Strategy, Start-ups, Financial Advisory, Entrepreneurship, Wealth Management..., Risk Management, Fixed Income, Financial Services, Business Planning, Product Development, Trading, Finance, Emerging Markets, Mergers, Retirement, Financial Modeling, Corporate Finance, Securities, Go-to-market Strategy, Investment Strategies, Executive Managment, Strategy Execution, Growth Strategy, Board Relations, Board Development, Customer Acquisition, Sales, Marketing and..., Sales Execution, Series 7, Relationship Management, Acquisition Integration, IT Governance, Deal Execution, Series 24, Series 63, Investment Management
Education
University of North Carolina at Chapel Hill 1981 — 1985
B.A, Economics
Harvard Business School 2000 — 2001
Fidelity Sponsored, Owner, President, Manager Program
Aicha Haidara Aicha Haidara's Fidelity Investments Experience September 2000 - March 2001
Job Vice President, Operations
Industry Financial Services
Experience
Credit Suisse July 2006 - Present
CACEIS (USA) Inc. May 2005 - July 2006
Barlow Partners April 2004 - May 2005
Citi Hedge Fund Services March 2001 - April 2004
Fidelity Investments September 2000 - March 2001
Skills
Private Equity, Hedge Funds, Compliance, AML, KYC, RFP, Alternative Investments, Excel, PowerPoint, Fund Of Funds, Asset Management, Investor Relations, Due Diligence, Bloomberg, Mutual Funds, Customer Relations, Asset Managment, Microsoft Excel, CRM, Management, Fixed Income, Investments, Derivatives, Capital Markets, Securities, Portfolio Management, Financial Markets, FX Options, Equities, Corporate Finance, Trading, Structured Finance, Financial Services, Emerging Markets, Financial Modeling, Banking
Education
Harvard University 2013 — 2016
Master's Degree, Finance
Université de Montréal - HEC Montréal 1996 — 2000
Bachelor's degree, Finance
Credit Suisse July 2006 - Present
CACEIS (USA) Inc. May 2005 - July 2006
Barlow Partners April 2004 - May 2005
Citi Hedge Fund Services March 2001 - April 2004
Fidelity Investments September 2000 - March 2001
Skills
Private Equity, Hedge Funds, Compliance, AML, KYC, RFP, Alternative Investments, Excel, PowerPoint, Fund Of Funds, Asset Management, Investor Relations, Due Diligence, Bloomberg, Mutual Funds, Customer Relations, Asset Managment, Microsoft Excel, CRM, Management, Fixed Income, Investments, Derivatives, Capital Markets, Securities, Portfolio Management, Financial Markets, FX Options, Equities, Corporate Finance, Trading, Structured Finance, Financial Services, Emerging Markets, Financial Modeling, Banking
Education
Harvard University 2013 — 2016
Master's Degree, Finance
Université de Montréal - HEC Montréal 1996 — 2000
Bachelor's degree, Finance
Jeff DeVolder's Fidelity Investments Experience January 2012 - Present
Job VP, Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments October 2008 - December 2011
Harvard Business School Publishing January 2009 - February 2010
Fidelity Investments June 2007 - October 2008
McKinsey & Company June 2004 - June 2007
Harvard Business School August 2002 - May 2004
UBS Warburg August 1999 - June 2002
George K. Baum & Company April 1997 - July 1999
KPMG September 1995 - March 1997
Education
Harvard Business School 2002 — 2004
MBA
Kansas State University 1991 — 1995
BSBA
Fidelity Investments January 2012 - Present
Fidelity Investments October 2008 - December 2011
Harvard Business School Publishing January 2009 - February 2010
Fidelity Investments June 2007 - October 2008
McKinsey & Company June 2004 - June 2007
Harvard Business School August 2002 - May 2004
UBS Warburg August 1999 - June 2002
George K. Baum & Company April 1997 - July 1999
KPMG September 1995 - March 1997
Education
Harvard Business School 2002 — 2004
MBA
Kansas State University 1991 — 1995
BSBA
John McGugan's Fidelity Investments Experience September 2003 - August 2004
Job Proprietary Algorithmic Trading
Industry Financial Services
Experience
Proprietary Algorithmic Trading 2004 - Present
Contango, LLC January 2009 - October 2009
Fidelity Investments September 2003 - August 2004
Skills
Hedge Funds, Valuation, Equities, Private Equity, Financial Modeling, Due Diligence, Business Strategy, Trading, Financial Analysis, Entrepreneurship, Economics, Investments, C#, KDB+, VB.NET, SQL, Regular Expressions, API, Program Trading, KDB, Statistical Arbitrage, Backtesting, Automated Trading, Ultra Low Latency, Low Latency Trading, Dark Pools, Market Microstructure, Quant Finance, Electronic Markets, Quantitative Investment..., Absolute Return, Low Latency, Event Processing, Stream Processing, Pattern Matching, Web Mining, Text Classification, Sentiment Analysis, Text Mining, Text Analytics, Web Crawling, Semantic Analysis, Web Scraping, Financial Technology, High Frequency Trading, Equity Research, Venture Capital, Investment Management, Equity Derivatives, APIs
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Harvard College 2004 — 2007
AB, Economics
Proprietary Algorithmic Trading 2004 - Present
Contango, LLC January 2009 - October 2009
Fidelity Investments September 2003 - August 2004
Skills
Hedge Funds, Valuation, Equities, Private Equity, Financial Modeling, Due Diligence, Business Strategy, Trading, Financial Analysis, Entrepreneurship, Economics, Investments, C#, KDB+, VB.NET, SQL, Regular Expressions, API, Program Trading, KDB, Statistical Arbitrage, Backtesting, Automated Trading, Ultra Low Latency, Low Latency Trading, Dark Pools, Market Microstructure, Quant Finance, Electronic Markets, Quantitative Investment..., Absolute Return, Low Latency, Event Processing, Stream Processing, Pattern Matching, Web Mining, Text Classification, Sentiment Analysis, Text Mining, Text Analytics, Web Crawling, Semantic Analysis, Web Scraping, Financial Technology, High Frequency Trading, Equity Research, Venture Capital, Investment Management, Equity Derivatives, APIs
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Harvard College 2004 — 2007
AB, Economics
Helen E. Clement, CFA Helen E. Clement, CFA's Fidelity Investments Experience 2005 - 2007
Job Consultant Relations Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management 2007 - Present
Fidelity Investments 2005 - 2007
iPhrase Technologies 2003 - 2005
McKinsey & Company 2001 - 2003
Micromuse June 1999 - October 1999
WorldSpace January 1998 - January 1999
McKinsey & Company 1996 - 1998
Education
Harvard Business School 2000 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Oxford 1992 — 1996
Bachelor’s Degree, Philosophy, Politics and Economics
George Heriot's School 1985 — 1991
Wellington Management 2007 - Present
Fidelity Investments 2005 - 2007
iPhrase Technologies 2003 - 2005
McKinsey & Company 2001 - 2003
Micromuse June 1999 - October 1999
WorldSpace January 1998 - January 1999
McKinsey & Company 1996 - 1998
Education
Harvard Business School 2000 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Oxford 1992 — 1996
Bachelor’s Degree, Philosophy, Politics and Economics
George Heriot's School 1985 — 1991
Catherine Braun Catherine Braun's Fidelity Investments Experience June 2014 - August 2014
Job Consultant, Strategy & Operations at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte October 2014 - Present
Fidelity Investments June 2014 - August 2014
Lionhearted Kids September 2012 - April 2013
Childsafe September 2012 - April 2013
SHP Kickstart March 2011 - September 2012
Dominion Hospital January 2010 - August 2010
Green Door December 2007 - January 2010
Education
Harvard School of Public Health 2013 — 2014
Master of Public Health (MPH), Health Policy and Management
Virginia Tech University
Bachelor of Science, Psychology
Deloitte October 2014 - Present
Fidelity Investments June 2014 - August 2014
Lionhearted Kids September 2012 - April 2013
Childsafe September 2012 - April 2013
SHP Kickstart March 2011 - September 2012
Dominion Hospital January 2010 - August 2010
Green Door December 2007 - January 2010
Education
Harvard School of Public Health 2013 — 2014
Master of Public Health (MPH), Health Policy and Management
Virginia Tech University
Bachelor of Science, Psychology
Jane Stackpole's Fidelity Investments Experience 1993 - 1997
Job Growth Strategy Leader at Fidelity Investments
Industry Financial Services
Experience
Silicon Valley Bank 2005 - 2013
E*TRADE Financial 2004 - 2005
Stackpole Consulting Group 2001 - 2004
UNX 2000 - 2001
Charles Schwab 1997 - 2000
Fidelity Investments 1993 - 1997
Mercer Management Consulting (now Oliver Wyman) 1988 - 1991
Skills
Marketing Strategy, Segmentation, Performance Based..., Market Research, Product Management, Start-ups, Marketing Communications, Product Marketing, Lead Generation, CRM, Market Segmentation, Big Data Analytics, Digital Marketing, Go-to-market Strategy, Integrated Marketing, Financial Services, Cross-functional Team..., Client Experience, Market Analysis, Business Strategy, Strategic Planning, Change Management, Public Speaking, Competitive Analysis, Product Development, Marketing, Market Intelligence, Thought Leadership, Content Strategy, Social Media, Customer Acquisition, Direct Marketing, marketing technology, Branding & Identity, Content Marketing, Leadership, Strategy, Enterprise Software, Multi-channel Marketing, Management, Analytics, Demand Generation, Analysis, Competitive Intelligence, Customer Retention, B2B Marketing, Business Transformation, Customer Engagement, Business Development, Growth Hacking
Education
The Tuck School of Business at Dartmouth
MBA, Marketing and Strategy
Harvard University
Bachelor's Degree, Cum Laude, Social Studies
Silicon Valley Bank 2005 - 2013
E*TRADE Financial 2004 - 2005
Stackpole Consulting Group 2001 - 2004
UNX 2000 - 2001
Charles Schwab 1997 - 2000
Fidelity Investments 1993 - 1997
Mercer Management Consulting (now Oliver Wyman) 1988 - 1991
Skills
Marketing Strategy, Segmentation, Performance Based..., Market Research, Product Management, Start-ups, Marketing Communications, Product Marketing, Lead Generation, CRM, Market Segmentation, Big Data Analytics, Digital Marketing, Go-to-market Strategy, Integrated Marketing, Financial Services, Cross-functional Team..., Client Experience, Market Analysis, Business Strategy, Strategic Planning, Change Management, Public Speaking, Competitive Analysis, Product Development, Marketing, Market Intelligence, Thought Leadership, Content Strategy, Social Media, Customer Acquisition, Direct Marketing, marketing technology, Branding & Identity, Content Marketing, Leadership, Strategy, Enterprise Software, Multi-channel Marketing, Management, Analytics, Demand Generation, Analysis, Competitive Intelligence, Customer Retention, B2B Marketing, Business Transformation, Customer Engagement, Business Development, Growth Hacking
Education
The Tuck School of Business at Dartmouth
MBA, Marketing and Strategy
Harvard University
Bachelor's Degree, Cum Laude, Social Studies
Jennifer Chen Lai Jennifer Chen Lai's Fidelity Investments Experience June 2013 - August 2013
Job Research Analyst at Dalton Investments
Industry Investment Management
Experience
Dalton Investments July 2014 - Present
Fidelity Investments June 2013 - August 2013
Bain Capital September 2010 - July 2012
The Boston Consulting Group September 2008 - June 2010
Lehman Brothers May 2007 - July 2007
Aubridge Partners July 2006 - August 2006
Lehman Brothers May 2006 - July 2006
Skills
Fluent in Mandarin
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 2004 — 2008
B.A., International Studies, East Asian Studies
University of Pennsylvania - The Wharton School 2004 — 2008
B.S., Finance, Management
Peking University 2006 — 2006
International Relations
Harvard Business School
Dalton Investments July 2014 - Present
Fidelity Investments June 2013 - August 2013
Bain Capital September 2010 - July 2012
The Boston Consulting Group September 2008 - June 2010
Lehman Brothers May 2007 - July 2007
Aubridge Partners July 2006 - August 2006
Lehman Brothers May 2006 - July 2006
Skills
Fluent in Mandarin
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania 2004 — 2008
B.A., International Studies, East Asian Studies
University of Pennsylvania - The Wharton School 2004 — 2008
B.S., Finance, Management
Peking University 2006 — 2006
International Relations
Harvard Business School
David Weil David Weil's Fidelity Investments Experience May 1992 - 1994
Job Founder and CEO of iiWisdom
Industry Information Services
Experience
iiWisdom 2013 - Present
Credit Suisse September 2003 - December 2013
Merrill Lynch January 1994 - September 2003
Fidelity Investments May 1992 - 1994
The National Sports Daily May 1989 - May 1991
Skills
Capital Markets, Equities, Asset Management, Valuation, Securities, Corporate Finance, Banking, Mergers & Acquisitions, Venture Capital, Financial Markets, Corporate Development, Funding, Due Diligence, Strategic Planning, Start-ups
Education
Harvard Business School 1991 — 1993
Master of Business Administration (MBA)
Princeton University 1985 — 1989
AB 1989, History
iiWisdom 2013 - Present
Credit Suisse September 2003 - December 2013
Merrill Lynch January 1994 - September 2003
Fidelity Investments May 1992 - 1994
The National Sports Daily May 1989 - May 1991
Skills
Capital Markets, Equities, Asset Management, Valuation, Securities, Corporate Finance, Banking, Mergers & Acquisitions, Venture Capital, Financial Markets, Corporate Development, Funding, Due Diligence, Strategic Planning, Start-ups
Education
Harvard Business School 1991 — 1993
Master of Business Administration (MBA)
Princeton University 1985 — 1989
AB 1989, History
Jim Heal Jim Heal's Fidelity Investments Experience July 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Valley Christian Schools August 2009 - June 2015
JTH Associates\Arlen Ness Enterprises October 2008 - May 2009
Valley Christian Center April 2007 - May 2008
Hawkeye Global December 2003 - April 2007
Hewlett-Packard June 1987 - December 2003
Skills
Start-ups, Strategy, Fundraising, Business Planning, Entrepreneurship, Coaching, Program Management, Strategic Partnerships, Leadership Development, Outsourcing, Public Speaking, Business Development, Team Building, Teaching, Strategic Planning, Telecommunications, Team Leadership, Leadership, SaaS, Sales, New Business Development, Nonprofits, Organizational..., Staff Development, Marketing
Education
Harvard Business School
University of Virginia - Darden Graduate School of Business Administration
Purdue University
BS
Fidelity Investments July 2015 - Present
Valley Christian Schools August 2009 - June 2015
JTH Associates\Arlen Ness Enterprises October 2008 - May 2009
Valley Christian Center April 2007 - May 2008
Hawkeye Global December 2003 - April 2007
Hewlett-Packard June 1987 - December 2003
Skills
Start-ups, Strategy, Fundraising, Business Planning, Entrepreneurship, Coaching, Program Management, Strategic Partnerships, Leadership Development, Outsourcing, Public Speaking, Business Development, Team Building, Teaching, Strategic Planning, Telecommunications, Team Leadership, Leadership, SaaS, Sales, New Business Development, Nonprofits, Organizational..., Staff Development, Marketing
Education
Harvard Business School
University of Virginia - Darden Graduate School of Business Administration
Purdue University
BS
Brian Lawler's Fidelity Investments Experience 1994 - 1996
Job Director, Center for Enterprise Modernization at MITRE
Industry Research
Experience
MITRE March 2012 - Present
MITRE September 2008 - March 2012
MITRE July 2006 - August 2008
MITRE April 2003 - June 2006
Number Six Software 2002 - 2003
Advanced Concepts Center, Lockheed Martin Information Technology 2000 - 2002
Lockheed Martin Technical Operations, Lockheed Martin 1999 - 2000
Advanced Concepts Center, Lockheed Martin Information Technology 1998 - 1999
MCI 1996 - 1998
Fidelity Investments 1994 - 1996
Skills
Systems Engineering, Program Management, Requirements Analysis, Software Engineering, Government, Enterprise Architecture, Software Development, Agile, SDLC, Java, J2EE, IT Strategy, Application Development, Software Project..., Analysis, Business Analysis, Web Services, System Architecture, Agile Methodologies, Integration, Business Process, Project Management, Solution Architecture, Military, Requirements Management, Data Warehousing, DoD, SOA, Leadership, Enterprise Software, Security, Security Clearance, Information Security, Software Design, Architecture, PMP, Governance, Management, Information Assurance, Project Planning, Cloud Computing, Architectures, Testing
Education
Santa Fe Institute 2007 — 2007
Complex Systems
The Johns Hopkins University 2000 — 2002
Masters, Systems Engineering
Harvard University 1989 — 1991
University of Colorado Boulder 1980 — 1984
Bachelors, Political Science
MITRE March 2012 - Present
MITRE September 2008 - March 2012
MITRE July 2006 - August 2008
MITRE April 2003 - June 2006
Number Six Software 2002 - 2003
Advanced Concepts Center, Lockheed Martin Information Technology 2000 - 2002
Lockheed Martin Technical Operations, Lockheed Martin 1999 - 2000
Advanced Concepts Center, Lockheed Martin Information Technology 1998 - 1999
MCI 1996 - 1998
Fidelity Investments 1994 - 1996
Skills
Systems Engineering, Program Management, Requirements Analysis, Software Engineering, Government, Enterprise Architecture, Software Development, Agile, SDLC, Java, J2EE, IT Strategy, Application Development, Software Project..., Analysis, Business Analysis, Web Services, System Architecture, Agile Methodologies, Integration, Business Process, Project Management, Solution Architecture, Military, Requirements Management, Data Warehousing, DoD, SOA, Leadership, Enterprise Software, Security, Security Clearance, Information Security, Software Design, Architecture, PMP, Governance, Management, Information Assurance, Project Planning, Cloud Computing, Architectures, Testing
Education
Santa Fe Institute 2007 — 2007
Complex Systems
The Johns Hopkins University 2000 — 2002
Masters, Systems Engineering
Harvard University 1989 — 1991
University of Colorado Boulder 1980 — 1984
Bachelors, Political Science
Denis Fradlin Denis Fradlin's Fidelity Investments Experience July 1998 - May 2005
Job Technology Specialist at TSA
Industry Information Technology and Services
Experience
TSA November 2012 - Present
Legg Mason Capital Management September 2006 - November 2012
Calamos Investments May 2005 - September 2006
Fidelity Investments July 1998 - May 2005
Software Emancipation Technologies May 1997 - July 1998
Intellicomm Inc. September 1995 - May 1997
Microsoft May 1996 - August 1996
Skills
.NET, ASP.NET, C#, Microsoft SQL Server, Java, T-SQL, SOA, SSRS, ASP.NET MVC, Agile Methodologies, SQL, JavaScript
Education
Harvard University 1998 — 2002
MS, Computer Science
University of Pennsylvania 1994 — 1997
BS, Computer Science
TSA November 2012 - Present
Legg Mason Capital Management September 2006 - November 2012
Calamos Investments May 2005 - September 2006
Fidelity Investments July 1998 - May 2005
Software Emancipation Technologies May 1997 - July 1998
Intellicomm Inc. September 1995 - May 1997
Microsoft May 1996 - August 1996
Skills
.NET, ASP.NET, C#, Microsoft SQL Server, Java, T-SQL, SOA, SSRS, ASP.NET MVC, Agile Methodologies, SQL, JavaScript
Education
Harvard University 1998 — 2002
MS, Computer Science
University of Pennsylvania 1994 — 1997
BS, Computer Science
Fiona Stephenson Fiona Stephenson's Fidelity Investments Experience 2002 - 2010
Job Vice President, Segmentation Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2011 - Present
Fidelity Investments 2002 - 2010
Staples 1994 - 2002
General Mills June 1993 - August 1993
Donaldson, Lufkin & Jenrette 1990 - 1992
Greenwich Associates June 1988 - August 1988
Skills
Cross-functional Team..., Strategy, Marketing Communications, Customer Segmentation..., Marketing Analytics, Email Marketing, Direct Mail, Campaign Strategy..., Integrated Marketing, Financial Services, 401k, 403b, Segmentation, Lead Generation, 403 b, Marketing, Marketing Strategy, Business Strategy, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Marketing and Management
Harvard University 1986 — 1990
BA, English
Greenwich High School
TIAA-CREF April 2011 - Present
Fidelity Investments 2002 - 2010
Staples 1994 - 2002
General Mills June 1993 - August 1993
Donaldson, Lufkin & Jenrette 1990 - 1992
Greenwich Associates June 1988 - August 1988
Skills
Cross-functional Team..., Strategy, Marketing Communications, Customer Segmentation..., Marketing Analytics, Email Marketing, Direct Mail, Campaign Strategy..., Integrated Marketing, Financial Services, 401k, 403b, Segmentation, Lead Generation, 403 b, Marketing, Marketing Strategy, Business Strategy, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Marketing and Management
Harvard University 1986 — 1990
BA, English
Greenwich High School
Eliot Quill's Fidelity Investments Experience July 2006 - January 2008
Job Managing Director at Independent Stock Plan Advisors, LLC
Industry Financial Services
Experience
Independent Stock Plan Advisors, LLC November 2011 - Present
Iron Mountain October 2008 - November 2011
NetScout June 2008 - October 2008
Fidelity Investments July 2006 - January 2008
Computershare July 1998 - January 2006
Digital Equipment Corporation July 1976 - July 1998
Skills
Stock options, Restricted Stock, ESPP, Proxy, SOX, 401k, Global Equity Plans
Education
Western New England College 1979 — 1981
MBA, Business
Harvard University 1965 — 1969
AB, Government
Independent Stock Plan Advisors, LLC November 2011 - Present
Iron Mountain October 2008 - November 2011
NetScout June 2008 - October 2008
Fidelity Investments July 2006 - January 2008
Computershare July 1998 - January 2006
Digital Equipment Corporation July 1976 - July 1998
Skills
Stock options, Restricted Stock, ESPP, Proxy, SOX, 401k, Global Equity Plans
Education
Western New England College 1979 — 1981
MBA, Business
Harvard University 1965 — 1969
AB, Government
Gregory Barber Gregory Barber's Fidelity Investments Experience June 2007 - April 2013
Job Strategic Marketing Advisor at CVS Health
Industry Marketing and Advertising
Experience
CVS Health September 2015 - Present
AdChuck February 2015 - Present
Swipely November 2014 - January 2015
LogMeIn June 2014 - November 2014
AppNeta October 2013 - June 2014
Fidelity Investments June 2007 - April 2013
Boston Financial Data Services January 2006 - June 2007
Skills
Analytics, Marketing Communications, Project Planning, Email Marketing, Digital Marketing, Financial Controlling, Project Management, CRM, Marketing, Advertising, Management, Budgets, Analysis, Competitive Analysis, Strategy, Market Research
Education
Harvard University
Extension School, Master of Liberal Arts, Management
Rhode Island College
School of Management, Bachelor of Arts, Economics
Bishop Feehan High School
CVS Health September 2015 - Present
AdChuck February 2015 - Present
Swipely November 2014 - January 2015
LogMeIn June 2014 - November 2014
AppNeta October 2013 - June 2014
Fidelity Investments June 2007 - April 2013
Boston Financial Data Services January 2006 - June 2007
Skills
Analytics, Marketing Communications, Project Planning, Email Marketing, Digital Marketing, Financial Controlling, Project Management, CRM, Marketing, Advertising, Management, Budgets, Analysis, Competitive Analysis, Strategy, Market Research
Education
Harvard University
Extension School, Master of Liberal Arts, Management
Rhode Island College
School of Management, Bachelor of Arts, Economics
Bishop Feehan High School
Jeff Sullivan's Fidelity Investments Experience March 2014 - July 2014
Job
Industry Internet
Experience
Visa September 2014 - Present
STFits September 2012 - Present
Skimlinks December 2010 - Present
Fidelity Investments March 2014 - July 2014
TrialPay April 2011 - June 2012
Skimlinks August 2010 - October 2011
Skimlinks March 2010 - August 2010
TrialPay October 2006 - March 2010
Orion Consultants 2003 - 2004
Skills
Management, Product Development, Sales, E-commerce, Affiliate Marketing, Online Advertising, Start-ups, Strategic Partnerships, Web Analytics, Digital Strategy, PPC, Digital Marketing, Online Marketing, Entrepreneurship, Product Management, Analytics, Email Marketing, Venture Capital, Social Media, Business Development, Monetization
Education
Harvard University 1999 — 2003
BA, Government
Visa September 2014 - Present
STFits September 2012 - Present
Skimlinks December 2010 - Present
Fidelity Investments March 2014 - July 2014
TrialPay April 2011 - June 2012
Skimlinks August 2010 - October 2011
Skimlinks March 2010 - August 2010
TrialPay October 2006 - March 2010
Orion Consultants 2003 - 2004
Skills
Management, Product Development, Sales, E-commerce, Affiliate Marketing, Online Advertising, Start-ups, Strategic Partnerships, Web Analytics, Digital Strategy, PPC, Digital Marketing, Online Marketing, Entrepreneurship, Product Management, Analytics, Email Marketing, Venture Capital, Social Media, Business Development, Monetization
Education
Harvard University 1999 — 2003
BA, Government
Daniel DiRico's Fidelity Investments Experience 2004 - 2009
Job IT Project Leader at The Boston Consulting Group
Industry Information Technology and Services
Experience
The Boston Consulting Group September 2013 - Present
Vistaprint May 2012 - September 2013
Putnam Investments May 2010 - May 2012
Boston Digital Media LLC August 2009 - May 2012
EF Education First March 2007 - August 2009
Fidelity Investments 2004 - 2009
Fidelity Investments 2001 - 2004
Fidelity Investments 1999 - 2001
Skills
Project Management, Business Analysis, Online Marketing, Lead Generation, Web Analytics, Distributed Team..., Requirements Gathering, Relationship Management, Web Content Management, SEO, Requirements Analysis, SDLC, Product Management, Google Analytics, Social Media Marketing, Team Building, Information Architecture, Marketing Strategy, Wordpress, Data Analysis, Process Improvement, Team Leadership, SEM, CRM, CMS, E-commerce, Financial Services, Scrum, Microsoft Technologies, Strategy, Web Project Management, Agile Project Management, Analysis, Digital Media, Content Management, Landing Page..., Trendspotting, Cross-functional Team..., Web Development, Entrepreneurship, Digital Marketing, WordPress, Software Development, Management, Business Intelligence, Agile Methodologies, Integration
Education
University of Massachusetts, Amherst 1994 — 1999
BS
Harvard University
The Boston Consulting Group September 2013 - Present
Vistaprint May 2012 - September 2013
Putnam Investments May 2010 - May 2012
Boston Digital Media LLC August 2009 - May 2012
EF Education First March 2007 - August 2009
Fidelity Investments 2004 - 2009
Fidelity Investments 2001 - 2004
Fidelity Investments 1999 - 2001
Skills
Project Management, Business Analysis, Online Marketing, Lead Generation, Web Analytics, Distributed Team..., Requirements Gathering, Relationship Management, Web Content Management, SEO, Requirements Analysis, SDLC, Product Management, Google Analytics, Social Media Marketing, Team Building, Information Architecture, Marketing Strategy, Wordpress, Data Analysis, Process Improvement, Team Leadership, SEM, CRM, CMS, E-commerce, Financial Services, Scrum, Microsoft Technologies, Strategy, Web Project Management, Agile Project Management, Analysis, Digital Media, Content Management, Landing Page..., Trendspotting, Cross-functional Team..., Web Development, Entrepreneurship, Digital Marketing, WordPress, Software Development, Management, Business Intelligence, Agile Methodologies, Integration
Education
University of Massachusetts, Amherst 1994 — 1999
BS
Harvard University
Bill Thompson's Fidelity Investments Experience 1991 - 2002
Job Growth Architect/Coach accountable for breakthroughs
Industry Financial Services
Experience
Stanford Graduate School of Business 2013 - Present
The Hartford February 2011 - 2013
SimplySmart Asset Management, Inc. March 2009 - February 2011
Structural Wealth August 2008 - February 2009
Informative, VC Portfolio Companies September 2006 - July 2008
Financial Engines 2003 - 2006
Fidelity Investments 1991 - 2002
Arnold Worldwide 1984 - 1991
Bain & Company 1982 - 1984
Skills
Product Management, Start-ups, Business Strategy, Financial Services, Strategic Planning, Marketing Strategy, Product Development, Competitive Analysis, Product Marketing, Business Development, Segmentation, Analytics, Marketing, CRM, SaaS, Strategic Partnerships, Retirement, Wealth Management..., Workplace Solutions, B2B2C, Brand Architecture, Mentoring
Education
Harvard University 1978 — 1982
AB
International School of Brussels 1974 — 1978
Staples High, Bedford Junior High
Stanford Graduate School of Business 2013 - Present
The Hartford February 2011 - 2013
SimplySmart Asset Management, Inc. March 2009 - February 2011
Structural Wealth August 2008 - February 2009
Informative, VC Portfolio Companies September 2006 - July 2008
Financial Engines 2003 - 2006
Fidelity Investments 1991 - 2002
Arnold Worldwide 1984 - 1991
Bain & Company 1982 - 1984
Skills
Product Management, Start-ups, Business Strategy, Financial Services, Strategic Planning, Marketing Strategy, Product Development, Competitive Analysis, Product Marketing, Business Development, Segmentation, Analytics, Marketing, CRM, SaaS, Strategic Partnerships, Retirement, Wealth Management..., Workplace Solutions, B2B2C, Brand Architecture, Mentoring
Education
Harvard University 1978 — 1982
AB
International School of Brussels 1974 — 1978
Staples High, Bedford Junior High
Anthony DuBon Anthony DuBon's Fidelity Investments Experience June 2006 - December 2008
Job Director, Planning Services at Nautilus Decisions
Industry Management Consulting
Experience
Nautilus Decisions October 2012 - Present
FundReveal(SM) a product of Investment Risk Management Systems September 2009 - Present
Fidelity Investments June 2006 - December 2008
Fidelity Investments March 1997 - May 2002
Digital Equipment Corporation 1985 - 1993
Skills
Mutual Funds, Mutual Fund Evaluation, Business Planning, Business Analysis, Change Management, Large Scale..., Team Management, Teamwork, Internet Entrepreneur, Website Development, Link Strategy and..., Knowledge Management, Large Scale Change..., Portfolio Management, Financial Services, Business Process..., Asset Managment, Competitive Analysis, Series 7, Fixed Income, Enterprise Software, Trading, Metrics, Investments, Risk Management, Finance, Operational Risk, Financial Risk, Strategic Planning, Enterprise Risk..., Management, Executive Management, Bonds, Business Transformation
Education
Yale University - Yale School of Management 1981 — 1983
MBA, Production, Organizational Development
Harvard University 1969 — 1973
BA, Psychology
Nautilus Decisions October 2012 - Present
FundReveal(SM) a product of Investment Risk Management Systems September 2009 - Present
Fidelity Investments June 2006 - December 2008
Fidelity Investments March 1997 - May 2002
Digital Equipment Corporation 1985 - 1993
Skills
Mutual Funds, Mutual Fund Evaluation, Business Planning, Business Analysis, Change Management, Large Scale..., Team Management, Teamwork, Internet Entrepreneur, Website Development, Link Strategy and..., Knowledge Management, Large Scale Change..., Portfolio Management, Financial Services, Business Process..., Asset Managment, Competitive Analysis, Series 7, Fixed Income, Enterprise Software, Trading, Metrics, Investments, Risk Management, Finance, Operational Risk, Financial Risk, Strategic Planning, Enterprise Risk..., Management, Executive Management, Bonds, Business Transformation
Education
Yale University - Yale School of Management 1981 — 1983
MBA, Production, Organizational Development
Harvard University 1969 — 1973
BA, Psychology
Megha Agrawal Megha Agrawal's Fidelity Investments Experience January 2013 - January 2015
Job Senior Business System Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management January 2015 - Present
Fidelity Investments January 2013 - January 2015
Fidelity Investments June 2010 - December 2012
Fidelity Investments June 2007 - June 2010
Center for Academic Support and Assessment 2006 - 2007
Skills
SQL, Oracle, PL/SQL, Requirements Analysis, SOA, Project Management, Agile Application..., Data Warehousing, Business Intelligence, Business Analysis, Informatica, Java, C#, XML, C++, JavaScript, .NET, Microsoft SQL Server, Software Development, Requirements Gathering, Software Lifecycle..., Web Services, SDLC, Java Enterprise Edition, Software Project..., Unix, Analysis
Education
Harvard Business School 2015 — 2015
HBX CORe: Credential of Readiness, Pass with Honors
University of Houston
Master of Science, Computer Science
Wellington Management January 2015 - Present
Fidelity Investments January 2013 - January 2015
Fidelity Investments June 2010 - December 2012
Fidelity Investments June 2007 - June 2010
Center for Academic Support and Assessment 2006 - 2007
Skills
SQL, Oracle, PL/SQL, Requirements Analysis, SOA, Project Management, Agile Application..., Data Warehousing, Business Intelligence, Business Analysis, Informatica, Java, C#, XML, C++, JavaScript, .NET, Microsoft SQL Server, Software Development, Requirements Gathering, Software Lifecycle..., Web Services, SDLC, Java Enterprise Edition, Software Project..., Unix, Analysis
Education
Harvard Business School 2015 — 2015
HBX CORe: Credential of Readiness, Pass with Honors
University of Houston
Master of Science, Computer Science
Bob Pozen Bob Pozen's Fidelity Investments Experience 1987 - 2001
Job Senior Lecturer at the Harvard Business School and Senior Fellow at Brookings
Industry Financial Services
Experience
Harvard Business School 2007 - Present
MFS Investment Management July 2010 - December 2011
MFS Investment Management January 2004 - July 2010
Securities and Exchange Commission (SEC) Advisory Committee 2008 - 2008
Harvard Law School 2002 - 2003
Commonwealth of Massachusetts 2001 - 2002
Commission to Strengthen Social Security 2001 - 2002
Fidelity Investments 1987 - 2001
Skills
Research, Financial Reporting, Editing, Financial Advisory, Corporate Governance, Economics, Public Speaking, Investments, Finance, Banking, Asset Management, Management, Entrepreneurship, Private Equity, Strategy, Financial Modeling, Government, Strategic Planning, Mutual Funds, Budgets, Start-ups, Books, Mergers & Acquisitions, Investment Management, Valuation, Teaching, Insurance, Business Strategy, Investment Banking, Proposal Writing, Social Media, Higher Education, Nonprofits, Leadership, Risk Management, Marketing Strategy, Publishing, Portfolio Management, Management Consulting, Financial Analysis, Corporate Finance, Policy Analysis, Capital Markets, Asset Protection, Due Diligence, Data Analysis, Venture Capital, Asset Managment, Hedge Funds, Analysis
Education
Yale Law School
JSD
Yale Law School 1970 — 1972
JD
Harvard University 1965 — 1968
Harvard Business School 2007 - Present
MFS Investment Management July 2010 - December 2011
MFS Investment Management January 2004 - July 2010
Securities and Exchange Commission (SEC) Advisory Committee 2008 - 2008
Harvard Law School 2002 - 2003
Commonwealth of Massachusetts 2001 - 2002
Commission to Strengthen Social Security 2001 - 2002
Fidelity Investments 1987 - 2001
Skills
Research, Financial Reporting, Editing, Financial Advisory, Corporate Governance, Economics, Public Speaking, Investments, Finance, Banking, Asset Management, Management, Entrepreneurship, Private Equity, Strategy, Financial Modeling, Government, Strategic Planning, Mutual Funds, Budgets, Start-ups, Books, Mergers & Acquisitions, Investment Management, Valuation, Teaching, Insurance, Business Strategy, Investment Banking, Proposal Writing, Social Media, Higher Education, Nonprofits, Leadership, Risk Management, Marketing Strategy, Publishing, Portfolio Management, Management Consulting, Financial Analysis, Corporate Finance, Policy Analysis, Capital Markets, Asset Protection, Due Diligence, Data Analysis, Venture Capital, Asset Managment, Hedge Funds, Analysis
Education
Yale Law School
JSD
Yale Law School 1970 — 1972
JD
Harvard University 1965 — 1968
COREY RAGUSA's Fidelity Investments Experience July 1992 - July 1999
Job sales and leasing specialist at kelly nissan
Industry Retail
Experience
kelly nissan July 2011 - Present
DAVIDSON CHEVROLET January 1999 - October 2010
Fidelity Investments July 1992 - July 1999
Skills
Negotiation, PowerPoint, Inventory Management, Dealers, Leadership, Customer Service, Outlook, Microsoft Excel, Microsoft Office, Marketing, Sales Management, Accounting, Insurance, Team Building, Budgets, Sales, Team Leadership, Microsoft Word, Social Media
Education
Harvard Business School 1980 — 1983
DIPLOMA, ACCOUNTING
POPE JOHN
kelly nissan July 2011 - Present
DAVIDSON CHEVROLET January 1999 - October 2010
Fidelity Investments July 1992 - July 1999
Skills
Negotiation, PowerPoint, Inventory Management, Dealers, Leadership, Customer Service, Outlook, Microsoft Excel, Microsoft Office, Marketing, Sales Management, Accounting, Insurance, Team Building, Budgets, Sales, Team Leadership, Microsoft Word, Social Media
Education
Harvard Business School 1980 — 1983
DIPLOMA, ACCOUNTING
POPE JOHN
David Boxmeyer's Fidelity Investments Experience October 2010 - Present
Job
Industry Financial Services
Experience
Fidelity Investments October 2010 - Present
Fidelity Investments March 2009 - October 2010
Fidelity Investments October 2007 - March 2009
Fidelity Investments August 2005 - September 2007
Capital One March 2003 - August 2005
Capital One August 2002 - March 2003
Deloitte Consulting June 2001 - August 2001
United States Navy January 1999 - May 2000
United States Navy February 1996 - September 1998
Skills
Strategy, Product Management, Analytics, Program Management
Education
Harvard Business School 2000 — 2002
MBA
United States Naval Academy 1991 — 1995
BS
Norwood High
Fidelity Investments October 2010 - Present
Fidelity Investments March 2009 - October 2010
Fidelity Investments October 2007 - March 2009
Fidelity Investments August 2005 - September 2007
Capital One March 2003 - August 2005
Capital One August 2002 - March 2003
Deloitte Consulting June 2001 - August 2001
United States Navy January 1999 - May 2000
United States Navy February 1996 - September 1998
Skills
Strategy, Product Management, Analytics, Program Management
Education
Harvard Business School 2000 — 2002
MBA
United States Naval Academy 1991 — 1995
BS
Norwood High
Daniel Jaye's Fidelity Investments Experience 1993 - 1995
Job Advisor, Entrepreneur, CEO/COO/CTO
Industry Internet
Experience
Daniel Jaye & Associates 2001 - Present
Korrelate March 2010 - April 2014
AOL Time Warner 2007 - 2008
TACODA 2007 - 2007
Permissus 2001 - 2005
Engage (formerly Engage Technologies) 1995 - 2001
Fidelity Investments 1993 - 1995
Epsilon 1991 - 1993
Accenture 1987 - 1991
Skills
Online Advertising, Digital Marketing, Start-ups, Analytics, Behavioral Targeting, Big Data, Strategy, Product Management, Ad Serving, Digital Media, Online Privacy, Entrepreneurship, Ad Networks, Display Advertising, Enterprise Software, CRM, Web Analytics, Ad Exchanges, Strategic Partnerships, High Performance..., Business Development, SaaS, Data Mining, Business Intelligence, Web Marketing, Digital Strategy, Product Development, Mobile Marketing, Advertising, Interactive Marketing, Mobile Advertising, Cloud Computing, Online Marketing, New Media, Mergers, Privacy Protection, Technology Management, Internet Strategy, Data Privacy
Education
Harvard University 1983 — 1987
BA
Daniel Jaye & Associates 2001 - Present
Korrelate March 2010 - April 2014
AOL Time Warner 2007 - 2008
TACODA 2007 - 2007
Permissus 2001 - 2005
Engage (formerly Engage Technologies) 1995 - 2001
Fidelity Investments 1993 - 1995
Epsilon 1991 - 1993
Accenture 1987 - 1991
Skills
Online Advertising, Digital Marketing, Start-ups, Analytics, Behavioral Targeting, Big Data, Strategy, Product Management, Ad Serving, Digital Media, Online Privacy, Entrepreneurship, Ad Networks, Display Advertising, Enterprise Software, CRM, Web Analytics, Ad Exchanges, Strategic Partnerships, High Performance..., Business Development, SaaS, Data Mining, Business Intelligence, Web Marketing, Digital Strategy, Product Development, Mobile Marketing, Advertising, Interactive Marketing, Mobile Advertising, Cloud Computing, Online Marketing, New Media, Mergers, Privacy Protection, Technology Management, Internet Strategy, Data Privacy
Education
Harvard University 1983 — 1987
BA
Ganesh VN Davuluri's Fidelity Investments Experience August 2004 - October 2012
Job Sr. Director, Enterprise Architect at MorphoTrust ™ USA | Chicago Booth MBA '16
Industry Information Technology and Services
Experience
MorphoTrust ™ USA, part of Safran S.A., a €12B Aerospace, Defense and Security solutions company October 2012 - Present
Aryavarta Corporation February 2002 - Present
Fidelity Investments August 2004 - October 2012
Razorfish 1999 - 2004
Syntel 1997 - 1999
Greenrose Computer Services, an affiliate of Wipro-BT July 1996 - October 1997
Skills
IT Strategy, CRM, Strategy, Integration, Enterprise Architecture, Business Analysis, Enterprise Software, Program Management, Enterprise Risk..., Business Consulting, Requirements Analysis, Management Consulting, Private Equity, Financial Services, Agile Methodologies, Solution Architecture, Process Improvement, Microsoft SQL Server, Outsourcing Management, Vendor Management, Business Intelligence, Technical/Solution..., Agile Project Management, Product Management, Entrepreneurship, Project Management, Leadership, Consulting, CxO level client..., Product/Program/project..., IT Strategy and roadmap, Extensive Financial..., SDLC, Finanical Quantitative..., Software Project..., Client Relationship..., Business Development, .NET, SQL, Architecture, Executive Management, Product Advocacy, Offshore Management, CTO, CIO, Vice President..., Strategic Planning, M&A Modeling, Management, Software Development
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Chicago 2014 — 2015
Master of Business Administration (MBA)
Harvard University 2000 — 2011
Graduate Program in Management courses
Kakatiya University 1992 — 1996
B. Tech
Bala Vignana Mandir
Topper at High School
MorphoTrust ™ USA, part of Safran S.A., a €12B Aerospace, Defense and Security solutions company October 2012 - Present
Aryavarta Corporation February 2002 - Present
Fidelity Investments August 2004 - October 2012
Razorfish 1999 - 2004
Syntel 1997 - 1999
Greenrose Computer Services, an affiliate of Wipro-BT July 1996 - October 1997
Skills
IT Strategy, CRM, Strategy, Integration, Enterprise Architecture, Business Analysis, Enterprise Software, Program Management, Enterprise Risk..., Business Consulting, Requirements Analysis, Management Consulting, Private Equity, Financial Services, Agile Methodologies, Solution Architecture, Process Improvement, Microsoft SQL Server, Outsourcing Management, Vendor Management, Business Intelligence, Technical/Solution..., Agile Project Management, Product Management, Entrepreneurship, Project Management, Leadership, Consulting, CxO level client..., Product/Program/project..., IT Strategy and roadmap, Extensive Financial..., SDLC, Finanical Quantitative..., Software Project..., Client Relationship..., Business Development, .NET, SQL, Architecture, Executive Management, Product Advocacy, Offshore Management, CTO, CIO, Vice President..., Strategic Planning, M&A Modeling, Management, Software Development
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
The University of Chicago 2014 — 2015
Master of Business Administration (MBA)
Harvard University 2000 — 2011
Graduate Program in Management courses
Kakatiya University 1992 — 1996
B. Tech
Bala Vignana Mandir
Topper at High School
Dmitry Olevsky, CFA, FRM's Fidelity Investments Experience 2005 - 2007
Job Quantitative Research Analyst and Portfolio Manager at Acadian Asset Management
Industry Investment Management
Experience
Acadian Asset Management July 2013 - Present
Wellington Management 2007 - 2013
Fidelity Investments 2005 - 2007
Analysis Group 2002 - 2005
Skills
Hedge Funds, Bloomberg, Equities, Financial Modeling, Alternative Investments, Valuation, Equity Research, Portfolio Management, Asset Management, Fixed Income, Emerging Markets, Investments, Quantitative Research, Investment Management, Quantitative Finance, Global Macro
Education
Harvard Business School 2000 — 2002
Master of Business Administration (M.B.A.)
Michigan Technological University
Bachelor's Degree, Structural Engineering
Acadian Asset Management July 2013 - Present
Wellington Management 2007 - 2013
Fidelity Investments 2005 - 2007
Analysis Group 2002 - 2005
Skills
Hedge Funds, Bloomberg, Equities, Financial Modeling, Alternative Investments, Valuation, Equity Research, Portfolio Management, Asset Management, Fixed Income, Emerging Markets, Investments, Quantitative Research, Investment Management, Quantitative Finance, Global Macro
Education
Harvard Business School 2000 — 2002
Master of Business Administration (M.B.A.)
Michigan Technological University
Bachelor's Degree, Structural Engineering
Brett Vankoski's Fidelity Investments Experience August 2005 - September 2007
Job at Latitude Beverage Company
Industry Food & Beverages
Experience
Latitude Beverage Company June 2009 - Present
vinodivino, inc. October 2007 - September 2009
Fidelity Investments August 2005 - September 2007
American Express March 2003 - July 2005
American Express February 2001 - February 2004
SpeakOut.com April 2000 - January 2001
Close Up Foundation October 1999 - April 2000
Skills
Strategic Partnerships, Marketing Strategy, Strategy, Cross-functional Team..., Competitive Analysis, Social Media, Leadership, Marketing, Product Development, Business Development, Contract Negotiation, Sales, New Business Development, Retail, Start-ups, Product Marketing
Education
Harvard University 1994 — 1998
B.A.
Latitude Beverage Company June 2009 - Present
vinodivino, inc. October 2007 - September 2009
Fidelity Investments August 2005 - September 2007
American Express March 2003 - July 2005
American Express February 2001 - February 2004
SpeakOut.com April 2000 - January 2001
Close Up Foundation October 1999 - April 2000
Skills
Strategic Partnerships, Marketing Strategy, Strategy, Cross-functional Team..., Competitive Analysis, Social Media, Leadership, Marketing, Product Development, Business Development, Contract Negotiation, Sales, New Business Development, Retail, Start-ups, Product Marketing
Education
Harvard University 1994 — 1998
B.A.
Lauren Brouhard's Fidelity Investments Experience January 2013 - Present
Job SVP, Retirement Solutions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments June 2010 - December 2012
Fidelity Investments November 2002 - July 2010
Institutional Investor 1994 - 2005
Skills
Financial Services, General Managment, Marketing Strategy, Cross-functional Team..., Strategy, Product Marketing, Retirement Planning, Retirement Benefits, Retirement Savings, IRAs, 401k Rollovers, 403 b, Business Journalism
Education
Harvard Business School 2000 — 2002
MBA
University of Michigan 1990 — 1994
BA, Political Science and Government
Fidelity Investments January 2013 - Present
Fidelity Investments June 2010 - December 2012
Fidelity Investments November 2002 - July 2010
Institutional Investor 1994 - 2005
Skills
Financial Services, General Managment, Marketing Strategy, Cross-functional Team..., Strategy, Product Marketing, Retirement Planning, Retirement Benefits, Retirement Savings, IRAs, 401k Rollovers, 403 b, Business Journalism
Education
Harvard Business School 2000 — 2002
MBA
University of Michigan 1990 — 1994
BA, Political Science and Government
David Tateosian's Fidelity Investments Experience 1992 - 1997
Job President, First Republic Securities Company at First Republic Bank
Industry Financial Services
Experience
First Republic Bank May 2003 - Present
Preferred Trade 1997 - 2003
Fidelity Investments 1992 - 1997
Fidelity Investments 1986 - 1992
Skills
Investments, Asset Managment, Alternative Investments, Asset Allocation, Wealth Management, Financial Services, Private Banking, Series 7, Strategic Planning, Portfolio Management, Strategic Financial..., Investment Advisory, Banking, Ethics, Capital Markets, Investment Management, Asset Management
Education
Harvard Business School
General Management Program
University of Vermont
Bachelor of Science (B.S.), Business Administration and Management, General
First Republic Bank May 2003 - Present
Preferred Trade 1997 - 2003
Fidelity Investments 1992 - 1997
Fidelity Investments 1986 - 1992
Skills
Investments, Asset Managment, Alternative Investments, Asset Allocation, Wealth Management, Financial Services, Private Banking, Series 7, Strategic Planning, Portfolio Management, Strategic Financial..., Investment Advisory, Banking, Ethics, Capital Markets, Investment Management, Asset Management
Education
Harvard Business School
General Management Program
University of Vermont
Bachelor of Science (B.S.), Business Administration and Management, General
Maurice Scafe's Fidelity Investments Experience July 2003 - Present
Job VP, Program Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2003 - Present
Fidelity Investments March 2011 - July 2012
Fidelity Investments July 2003 - March 2011
Workscape 1998 - 2003
Prudential Financial 1987 - 1998
Skills
Process Improvement, Business Analysis, Project Management, Team Leadership, CRM, Vendor Management, Outsourcing, PMO, PMP, SDLC, Risk Management, Business Process..., Cross-functional Team..., Project Portfolio..., Leadership, Strategy, Software Project..., Financial Services, Change Management, Program Management, Management
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Executive Leadership Council (ELC)
Harvard Business School
Southern New Hampshire University
Fidelity Investments July 2003 - Present
Fidelity Investments March 2011 - July 2012
Fidelity Investments July 2003 - March 2011
Workscape 1998 - 2003
Prudential Financial 1987 - 1998
Skills
Process Improvement, Business Analysis, Project Management, Team Leadership, CRM, Vendor Management, Outsourcing, PMO, PMP, SDLC, Risk Management, Business Process..., Cross-functional Team..., Project Portfolio..., Leadership, Strategy, Software Project..., Financial Services, Change Management, Program Management, Management
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Executive Leadership Council (ELC)
Harvard Business School
Southern New Hampshire University
Richard Patton's Fidelity Investments Experience 1992 - 1994
Job CEO and CIO of Courage Capital Management
Industry Financial Services
Experience
Courage Capital Management 1998 - Present
YouScience 2010 - 2012
The American Red Cross 2009 - 2012
Williamson-Dickie Mfg. Co. 1998 - 2007
Krystal Corporation 1996 - 2006
Ingram Barge Company 1998 - 2000
Permanent General 1997 - 2000
Blessings Corporation 1993 - 1998
Fidelity Investments 1992 - 1994
Skills
Public Speaking, Marketing, Analytical Skills, Creative Solutions, Board of Director...
Education
Harvard Business School 1990 — 1992
MBA, Finance
Vanderbilt University 1980 — 1984
BS, Economics
Courage Capital Management 1998 - Present
YouScience 2010 - 2012
The American Red Cross 2009 - 2012
Williamson-Dickie Mfg. Co. 1998 - 2007
Krystal Corporation 1996 - 2006
Ingram Barge Company 1998 - 2000
Permanent General 1997 - 2000
Blessings Corporation 1993 - 1998
Fidelity Investments 1992 - 1994
Skills
Public Speaking, Marketing, Analytical Skills, Creative Solutions, Board of Director...
Education
Harvard Business School 1990 — 1992
MBA, Finance
Vanderbilt University 1980 — 1984
BS, Economics
Deborah Fasano's Fidelity Investments Experience 2001 - 2002
Job Director of Marketing at Discovery Communications
Industry Motion Pictures and Film
Experience
Discovery Access 2010 - Present
Discovery Communications 2010 - Present
National Geographic 2007 - 2010
Fidelity Investments 2001 - 2002
Fidelity Investments 1998 - 2001
Skills
Digital Media, New Media, Content Strategy, Digital Strategy, Television, Digital Marketing, Broadcast, Integrated Marketing, Marketing Communications, Video Production, Media Planning, Social Media, Advertising, Email Marketing, Social Media Marketing, Media Production, Content Development, Video, Online Advertising, Marketing Strategy, Media Relations, Content Management
Education
Simmons School of Management 2003 — 2005
Master of Science (M.S.) Communications Management, Communications
Harvard University 2001 — 2003
Masters Certificate of Special Studies, Marketing Management
Discovery Access 2010 - Present
Discovery Communications 2010 - Present
National Geographic 2007 - 2010
Fidelity Investments 2001 - 2002
Fidelity Investments 1998 - 2001
Skills
Digital Media, New Media, Content Strategy, Digital Strategy, Television, Digital Marketing, Broadcast, Integrated Marketing, Marketing Communications, Video Production, Media Planning, Social Media, Advertising, Email Marketing, Social Media Marketing, Media Production, Content Development, Video, Online Advertising, Marketing Strategy, Media Relations, Content Management
Education
Simmons School of Management 2003 — 2005
Master of Science (M.S.) Communications Management, Communications
Harvard University 2001 — 2003
Masters Certificate of Special Studies, Marketing Management
Pamela Everhart's Fidelity Investments Experience December 1994 - Present
Job Experience in Employee Benefits
Industry Financial Services
Experience
Fidelity Investments December 1994 - Present
Ropes & Gray LLP September 1990 - December 1994
Education
Harvard Law School 1987 — 1990
JD
The University of Texas at Austin
BBA, Accounting
Fidelity Investments December 1994 - Present
Ropes & Gray LLP September 1990 - December 1994
Education
Harvard Law School 1987 — 1990
JD
The University of Texas at Austin
BBA, Accounting
Eric Bartholomae's Fidelity Investments Experience 1999 - 2002
Job Chief Financial Officer, and EVP at Wolters Kluwer Tax and Accounting
Industry Publishing
Experience
Wolters Kluwer Tax & Accounting January 2014 - Present
CCH, a Wolters Kluwer business January 2013 - January 2014
Wolters Kluwer Health, Lippincott Williams and Wilkins, Ovid September 2006 - January 2013
Sentient Jet 2004 - 2004
Fidelity Investments 1999 - 2002
Putnam Investments 1998 - 1999
PepsiCo 1992 - 1998
The Boston Consulting Group 1987 - 1991
Skills
Corporate Development, Venture Capital, Due Diligence, Financial Analysis, Valuation, Executive Management, Corporate Finance, Start-ups, Acquisition Integration
Education
Harvard Business School 1985 — 1987
MBA
Princeton University 1978 — 1982
BSME, Mechanical and Aerospace Engineering
Wolters Kluwer Tax & Accounting January 2014 - Present
CCH, a Wolters Kluwer business January 2013 - January 2014
Wolters Kluwer Health, Lippincott Williams and Wilkins, Ovid September 2006 - January 2013
Sentient Jet 2004 - 2004
Fidelity Investments 1999 - 2002
Putnam Investments 1998 - 1999
PepsiCo 1992 - 1998
The Boston Consulting Group 1987 - 1991
Skills
Corporate Development, Venture Capital, Due Diligence, Financial Analysis, Valuation, Executive Management, Corporate Finance, Start-ups, Acquisition Integration
Education
Harvard Business School 1985 — 1987
MBA
Princeton University 1978 — 1982
BSME, Mechanical and Aerospace Engineering
Jason Morley's Fidelity Investments Experience January 2000 - January 2001
Job Solutions Architect
Industry Publishing
Experience
Houghton Mifflin Harcourt May 2015 - Present
EMD Millipore August 2014 - May 2015
Houghton Mifflin Harcourt Company October 2001 - July 2014
Fidelity Investments January 2000 - January 2001
Skills
Demand Planning, SAP BW, SAP APO, Forecasting, Integration, Supply Chain, Management, Databases, Testing, Quality Assurance, Business Analysis, Project Management, SAP, Software Documentation, Business Process..., Requirements Analysis, SAP ERP, Business Process, Process Improvement, User Acceptance Testing, SDLC, Business Intelligence, Supply Chain Management, ERP, Access, Oracle, IT Strategy, Change Management, Data Analysis, Project Planning, Software Project..., SharePoint, Analysis, Cross-functional Team..., Enterprise Software, Enterprise Architecture, Strategy, Microsoft Office, Microsoft Excel, Agile Methodologies, Inventory Management, Documentation, Strategic Planning
Education
Harvard University 1996 — 2001
Harvard University Extension School
Bachelor of Arts, Concentration Social Sciences
Houghton Mifflin Harcourt May 2015 - Present
EMD Millipore August 2014 - May 2015
Houghton Mifflin Harcourt Company October 2001 - July 2014
Fidelity Investments January 2000 - January 2001
Skills
Demand Planning, SAP BW, SAP APO, Forecasting, Integration, Supply Chain, Management, Databases, Testing, Quality Assurance, Business Analysis, Project Management, SAP, Software Documentation, Business Process..., Requirements Analysis, SAP ERP, Business Process, Process Improvement, User Acceptance Testing, SDLC, Business Intelligence, Supply Chain Management, ERP, Access, Oracle, IT Strategy, Change Management, Data Analysis, Project Planning, Software Project..., SharePoint, Analysis, Cross-functional Team..., Enterprise Software, Enterprise Architecture, Strategy, Microsoft Office, Microsoft Excel, Agile Methodologies, Inventory Management, Documentation, Strategic Planning
Education
Harvard University 1996 — 2001
Harvard University Extension School
Bachelor of Arts, Concentration Social Sciences
Rick Spillane's Fidelity Investments Experience 1988 - 2007
Job Lecturer at Babson College
Industry Financial Services
Experience
Eaton Vance Management April 2010 - Present
Babson College Fund 2009 - Present
BCF 2009 - Present
Babson College January 2008 - Present
INMUSIC January 2008 - Present
Xaverian Brothers High School 2005 - Present
Fidelity Investments 1988 - 2007
Eaton Vance 1977 - 1987
Education
Harvard Business School 1975 — 1977
MBA
Rensselaer Polytechnic Institute 1968 — 1972
Bachelor of Science (BS), Chemical Engineering/Environmental Engineering
Eaton Vance Management April 2010 - Present
Babson College Fund 2009 - Present
BCF 2009 - Present
Babson College January 2008 - Present
INMUSIC January 2008 - Present
Xaverian Brothers High School 2005 - Present
Fidelity Investments 1988 - 2007
Eaton Vance 1977 - 1987
Education
Harvard Business School 1975 — 1977
MBA
Rensselaer Polytechnic Institute 1968 — 1972
Bachelor of Science (BS), Chemical Engineering/Environmental Engineering
Marcy Fischer's Fidelity Investments Experience June 2014 - Present
Job Vice President, Product Management
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments February 2010 - June 2014
Fidelity Investments November 2006 - February 2010
Staples October 2001 - July 2004
Show & Tell July 1997 - October 2001
Digitas August 1996 - July 1997
Staples June 1993 - August 1996
Show & Tell July 1989 - August 1991
Bain & Company August 1986 - July 1989
Skills
Product Management, Competitive Analysis, Business Development, Vendor Management, Project Management, Agile Methodologies, Financial Modeling, Finance, Recruiting, Process Design, Cross-functional Team..., Strategy, Financial Services, Strategic Planning, Strategic Partnerships, Business Analysis, Business Strategy, Product Development, Process Improvement, Research, Analysis, Negotiation, Written & Oral...
Education
Harvard Business School
MBA
University of Pennsylvania - The Wharton School
BS Econ, Finance & Decision Sciences, Magna Cum Laude
Brookline High School
Fidelity Investments June 2014 - Present
Fidelity Investments February 2010 - June 2014
Fidelity Investments November 2006 - February 2010
Staples October 2001 - July 2004
Show & Tell July 1997 - October 2001
Digitas August 1996 - July 1997
Staples June 1993 - August 1996
Show & Tell July 1989 - August 1991
Bain & Company August 1986 - July 1989
Skills
Product Management, Competitive Analysis, Business Development, Vendor Management, Project Management, Agile Methodologies, Financial Modeling, Finance, Recruiting, Process Design, Cross-functional Team..., Strategy, Financial Services, Strategic Planning, Strategic Partnerships, Business Analysis, Business Strategy, Product Development, Process Improvement, Research, Analysis, Negotiation, Written & Oral...
Education
Harvard Business School
MBA
University of Pennsylvania - The Wharton School
BS Econ, Finance & Decision Sciences, Magna Cum Laude
Brookline High School
regis kaufman's Fidelity Investments Experience SVPFidelity HR Services2004 - 2005
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments SVPFidelity HR Services2004 - 2005
Education
Harvard Business School 1981 — 1983
mba, Business
University of Pittsburgh 1969 — 1974
MBA - Harvard
Fidelity Investments SVPFidelity HR Services2004 - 2005
Education
Harvard Business School 1981 — 1983
mba, Business
University of Pittsburgh 1969 — 1974
MBA - Harvard
Ellen Stranberg's Fidelity Investments Experience July 1992 - November 2006
Job Managing Director, Head of Institutional Client Transition Excellence Team, TIAACREF
Industry Marketing and Advertising
Experience
TIAA-CREF November 2010 - Present
TIAA-CREF February 2014 - Present
TIAA-CREF September 2012 - February 2014
TIAA-CREF November 2010 - May 2011
Stran & Company November 2008 - November 2010
Ravenpack International June 2007 - July 2008
Fidelity Investments July 1992 - November 2006
Skills
401k, Relationship Management, Retirement, Mutual Funds, Series 63, Marketing, Sales, Account Management, New Business Development, Leadership, Marketing Strategy
Education
Harvard Business School 1990 — 1992
Masters in Business Administration, General Management
Wellesley College 1982 — 1986
Bachelor of Arts, Political Science
TIAA-CREF November 2010 - Present
TIAA-CREF February 2014 - Present
TIAA-CREF September 2012 - February 2014
TIAA-CREF November 2010 - May 2011
Stran & Company November 2008 - November 2010
Ravenpack International June 2007 - July 2008
Fidelity Investments July 1992 - November 2006
Skills
401k, Relationship Management, Retirement, Mutual Funds, Series 63, Marketing, Sales, Account Management, New Business Development, Leadership, Marketing Strategy
Education
Harvard Business School 1990 — 1992
Masters in Business Administration, General Management
Wellesley College 1982 — 1986
Bachelor of Arts, Political Science
Maria E. Damico's Fidelity Investments Experience January 2013 - Present
Job Vice President & Associate General Counsel
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments November 2005 - December 2012
Bingham McCutchen September 1998 - October 2005
Education
Harvard Law School 1995 — 1998
J.D., Law
SUNY at Buffalo
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments January 2013 - Present
Fidelity Investments November 2005 - December 2012
Bingham McCutchen September 1998 - October 2005
Education
Harvard Law School 1995 — 1998
J.D., Law
SUNY at Buffalo
Bachelor of Science (BS), Business Administration and Management, General
Anne Fulginiti's Fidelity Investments Experience 2004 - Present
Job Leadership Coach, Organizational Consultant, Senior HR Business Partner
Industry Human Resources
Experience
Fidelity Investments 2004 - Present
Tufts Health Plan 2000 - 2004
Mercer Management Consulting 1987 - 2000
Education
Harvard Business School 1985 — 1987
MBA
Tufts University
BS, Psychology, Computational Mathematics
Winsor School
Fidelity Investments 2004 - Present
Tufts Health Plan 2000 - 2004
Mercer Management Consulting 1987 - 2000
Education
Harvard Business School 1985 — 1987
MBA
Tufts University
BS, Psychology, Computational Mathematics
Winsor School
William Pruett's Fidelity Investments Experience 2008 - Present
Job Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2008 - Present
HSBC 2001 - 2006
Education
Harvard Business School 2006 — 2008
The University of Chicago 1997 — 2000
Fidelity Investments 2008 - Present
HSBC 2001 - 2006
Education
Harvard Business School 2006 — 2008
The University of Chicago 1997 — 2000
Roger Hobby's Fidelity Investments Experience December 2013 - Present
Job EVP Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Wilmington Trust July 2008 - December 2013
Fidelity Investments; Fidelity Family Office Services 2007 - 2008
Fidelity Investments October 1989 - July 2007
Skills
Investment Management, Alternative Investments, Asset Allocation, Wealth Management, Strategy, Series 7, Mutual Funds, Investments, Asset Management, Securities, Investment Advisory, Financial Services, Hedge Funds, Portfolio Management
Education
University of Alabama 1984 — 1988
BS, Finance
Harvard Business School
Fidelity Investments December 2013 - Present
Wilmington Trust July 2008 - December 2013
Fidelity Investments; Fidelity Family Office Services 2007 - 2008
Fidelity Investments October 1989 - July 2007
Skills
Investment Management, Alternative Investments, Asset Allocation, Wealth Management, Strategy, Series 7, Mutual Funds, Investments, Asset Management, Securities, Investment Advisory, Financial Services, Hedge Funds, Portfolio Management
Education
University of Alabama 1984 — 1988
BS, Finance
Harvard Business School
Ellen Stranberg's Fidelity Investments Experience July 2005 - November 2006
Job Account Executive at Stran & Company
Industry Marketing and Advertising
Experience
Stran & Company November 2008 - Present
RavenPack International May 2007 - June 2008
Fidelity Investments July 2005 - November 2006
Fidelity Investments 2003 - 2005
Fidelity Investments 1998 - 2003
Fidelity Investments 1996 - 1997
Fidelity Investments 1994 - 1996
Fidelity Investments 1993 - 1994
Fidelity Investments 1992 - 1992
Shawmut Bank, N.A. 1986 - 1990
Education
Harvard Business School 1990 — 1992
MBA, General Management/Marketing
Wellesley College 1982 — 1986
BA, Political Science
Stran & Company November 2008 - Present
RavenPack International May 2007 - June 2008
Fidelity Investments July 2005 - November 2006
Fidelity Investments 2003 - 2005
Fidelity Investments 1998 - 2003
Fidelity Investments 1996 - 1997
Fidelity Investments 1994 - 1996
Fidelity Investments 1993 - 1994
Fidelity Investments 1992 - 1992
Shawmut Bank, N.A. 1986 - 1990
Education
Harvard Business School 1990 — 1992
MBA, General Management/Marketing
Wellesley College 1982 — 1986
BA, Political Science
Bill Rubin's Fidelity Investments Experience 1993 - 1999
Job Director, Senior Investment Analyst at BlackRock Inc.
Industry Investment Management
Experience
BlackRock Inc. January 2011 - Present
Hovde Capital Advisors LLC 2009 - 2010
The Boston Company Asset Management, LLC 2002 - 2008
Keefe Managers Inc. March 1999 - October 2001
Fidelity Investments 1993 - 1999
Skills
Equity Research
Education
Harvard Business School
Master of Business Administration (MBA)
Stanford University
Bachelor's Degree, Economics, and Political Science
BlackRock Inc. January 2011 - Present
Hovde Capital Advisors LLC 2009 - 2010
The Boston Company Asset Management, LLC 2002 - 2008
Keefe Managers Inc. March 1999 - October 2001
Fidelity Investments 1993 - 1999
Skills
Equity Research
Education
Harvard Business School
Master of Business Administration (MBA)
Stanford University
Bachelor's Degree, Economics, and Political Science
Jane Materazzo's Fidelity Investments Experience Senior Legal CounselDigital Equipment Corporation1996 - 1998
Job VP & Associate General Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Senior Legal CounselDigital Equipment Corporation1996 - 1998
Goulston & Storrs June 1992 - April 1996
Testa, Hurwitz & Thibeault, LLP September 1989 - June 1992
Education
Harvard Law School 1986 — 1989
JD
Wellesley College 1979 — 1983
BA, Political Science/English
Fidelity Investments Senior Legal CounselDigital Equipment Corporation1996 - 1998
Goulston & Storrs June 1992 - April 1996
Testa, Hurwitz & Thibeault, LLP September 1989 - June 1992
Education
Harvard Law School 1986 — 1989
JD
Wellesley College 1979 — 1983
BA, Political Science/English
Donna Ivry Doktorcik's Fidelity Investments Experience June 2006 - August 2006
Job Expertise in marketing (among others)
Industry Food & Beverages
Experience
Ford Motor Company August 2014 - May 2015
Circle of Friends 2010 - July 2014
Del Monte Foods June 2013 - August 2013
Avery Dennison February 2011 - July 2012
Morgan Stanley January 2008 - July 2010
Fidelity Investments June 2006 - August 2006
Heal the Bay June 2005 - August 2005
Skills
Brand Management, Brand Advertising, Brand Development, Marketing Management, Product Marketing, Direct Marketing, Marketing, Marketing Strategy, Social Media, Social Media Marketing, Digital Marketing, Online Marketing, Digital Direct Marketing, Interactive Marketing, Interactive Advertising, Cross Functional Team..., Innovation Management, Business Strategy, Corporate Development, Corporate Partnership..., Valuation, Due Diligence, Competitive Analysis, Strategy, Corporate Finance, Investment Banking, Investments, Strategic Planning
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Harvard University 2004 — 2007
B.A., Economics
Universidad Pablo de Olavide 2006 — 2006
International Business
Santa Monica High School 2000 — 2004
Ford Motor Company August 2014 - May 2015
Circle of Friends 2010 - July 2014
Del Monte Foods June 2013 - August 2013
Avery Dennison February 2011 - July 2012
Morgan Stanley January 2008 - July 2010
Fidelity Investments June 2006 - August 2006
Heal the Bay June 2005 - August 2005
Skills
Brand Management, Brand Advertising, Brand Development, Marketing Management, Product Marketing, Direct Marketing, Marketing, Marketing Strategy, Social Media, Social Media Marketing, Digital Marketing, Online Marketing, Digital Direct Marketing, Interactive Marketing, Interactive Advertising, Cross Functional Team..., Innovation Management, Business Strategy, Corporate Development, Corporate Partnership..., Valuation, Due Diligence, Competitive Analysis, Strategy, Corporate Finance, Investment Banking, Investments, Strategic Planning
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Harvard University 2004 — 2007
B.A., Economics
Universidad Pablo de Olavide 2006 — 2006
International Business
Santa Monica High School 2000 — 2004
Ashin Shah's Fidelity Investments Experience 2010 - 2010
Job Analyst at NYCbased Activist Hedge Fund
Industry Financial Services
Experience
NYC-based Activist Hedge Fund May 2014 - Present
Bain Capital - Sankaty Advisors 2012 - 2014
Fidelity Investments 2010 - 2010
Skills
Stata, R, Econometrics, Quantitative Analytics, Statistical Modeling, Python, Applied Mathematics, Statistics, Mathematical Modeling, Economics, Macroeconomics, Data Analysis, VBA, Valuation
Education
Harvard Graduate School of Arts and Sciences
S.M., Applied Mathematics
Harvard University
A.B., Summa Cum Laude, Applied Mathematics-Economics, Secondary in South Asian Studies
NYC-based Activist Hedge Fund May 2014 - Present
Bain Capital - Sankaty Advisors 2012 - 2014
Fidelity Investments 2010 - 2010
Skills
Stata, R, Econometrics, Quantitative Analytics, Statistical Modeling, Python, Applied Mathematics, Statistics, Mathematical Modeling, Economics, Macroeconomics, Data Analysis, VBA, Valuation
Education
Harvard Graduate School of Arts and Sciences
S.M., Applied Mathematics
Harvard University
A.B., Summa Cum Laude, Applied Mathematics-Economics, Secondary in South Asian Studies
Kourosh Panahy's Fidelity Investments Experience December 1985 - April 2012
Job Experienced senior executive with extensive background in corporate real estate
Industry Real Estate
Experience
Fidelity Investments December 1985 - April 2012
Skills
Corporate Real Estate, Portfolio Management, Real Estate, Asset Managment, Data Center, Investment Properties, Management, Entrepreneurship, Due Diligence, Investments, Asset Management, Real Estate Economics, Project Management, Disposition, Contract Negotiation, Brokerage, Strategic Planning, Leadership, Vendor Management, Program Management
Education
Harvard Business School 1975 — 1977
MBA, General Management
Fidelity Investments December 1985 - April 2012
Skills
Corporate Real Estate, Portfolio Management, Real Estate, Asset Managment, Data Center, Investment Properties, Management, Entrepreneurship, Due Diligence, Investments, Asset Management, Real Estate Economics, Project Management, Disposition, Contract Negotiation, Brokerage, Strategic Planning, Leadership, Vendor Management, Program Management
Education
Harvard Business School 1975 — 1977
MBA, General Management
Dina Clements's Fidelity Investments Experience 2005 - 2008
Job Professional
Industry Investment Management
Experience
Atlantic Asset Management, LLC 2011 - Present
Fidelity Investments 2005 - 2008
Goodwin Procter LLP 2002 - 2005
Coudert Brothers 1998 - 2002
Education
Harvard Law School 1995 — 1998
JD, law
West Texas A&M University 1992 — 1994
BS, psychology
Atlantic Asset Management, LLC 2011 - Present
Fidelity Investments 2005 - 2008
Goodwin Procter LLP 2002 - 2005
Coudert Brothers 1998 - 2002
Education
Harvard Law School 1995 — 1998
JD, law
West Texas A&M University 1992 — 1994
BS, psychology
Sharon Sisskind's Fidelity Investments Experience April 2014 - October 2014
Job Business Advisor
Industry Medical Devices
Experience
Airing October 2014 - Present
Fidelity Investments April 2014 - October 2014
reacHIRE January 2014 - February 2014
Equinox Group March 1995 - July 1999
Decision Resources December 1989 - March 1995
Arthur D. Little October 1987 - December 1989
Boston Scientific October 1982 - October 1987
Skills
Management Consulting, Strategic Planning, New Business Development, Project Management, Leadership, Developing New Markets, Product Development, Product Management, Management, Sales, Public Speaking, Entrepreneurship, Medical Devices, Non-profits, Fundraising, Strategy, Start-ups, Business Strategy, Cross-functional Team..., Marketing Strategy, Business Development
Education
reacHIRE 2014 — 2014
Harvard Business School
MBA, Business Administration and Management, General
Northwestern University
Bachelor of Science (B.S.), Industrial Engineering
Airing October 2014 - Present
Fidelity Investments April 2014 - October 2014
reacHIRE January 2014 - February 2014
Equinox Group March 1995 - July 1999
Decision Resources December 1989 - March 1995
Arthur D. Little October 1987 - December 1989
Boston Scientific October 1982 - October 1987
Skills
Management Consulting, Strategic Planning, New Business Development, Project Management, Leadership, Developing New Markets, Product Development, Product Management, Management, Sales, Public Speaking, Entrepreneurship, Medical Devices, Non-profits, Fundraising, Strategy, Start-ups, Business Strategy, Cross-functional Team..., Marketing Strategy, Business Development
Education
reacHIRE 2014 — 2014
Harvard Business School
MBA, Business Administration and Management, General
Northwestern University
Bachelor of Science (B.S.), Industrial Engineering
Dan McKinley's Fidelity Investments Experience 1987 - 1989
Job Finance/ Investments; Analyst / Advisor open to new opportunities
Industry Financial Services
Experience
Chatham Advisors Ltd. October 2006 - December 2010
UBS April 2003 - October 2006
Belmont University 1993 - 2004
McDonald Investments September 2000 - December 2002
J. C. Bradford & Co. August 1992 - July 2000
Fidelity Investments 1987 - 1989
Smith Barney, Harris Upham & Co. 1981 - 1987
Skills
Portfolio Management, Investments, Finance, Management, Valuation, Asset Allocation, Trading, Mergers & Acquisitions, Investment Banking, Financial Modeling, Business Strategy, Series 7, Strategic Planning, Series 63, Equities, Asset Management
Education
Harvard Business School
MBA
Seton Hall University
BS
Seton-LaSalle High School
St. Bernard School
Chatham Advisors Ltd. October 2006 - December 2010
UBS April 2003 - October 2006
Belmont University 1993 - 2004
McDonald Investments September 2000 - December 2002
J. C. Bradford & Co. August 1992 - July 2000
Fidelity Investments 1987 - 1989
Smith Barney, Harris Upham & Co. 1981 - 1987
Skills
Portfolio Management, Investments, Finance, Management, Valuation, Asset Allocation, Trading, Mergers & Acquisitions, Investment Banking, Financial Modeling, Business Strategy, Series 7, Strategic Planning, Series 63, Equities, Asset Management
Education
Harvard Business School
MBA
Seton Hall University
BS
Seton-LaSalle High School
St. Bernard School
Wayne Bloom's Fidelity Investments Experience September 1987 - March 1989
Job CEO at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network March 1989 - Present
Fidelity Investments September 1987 - March 1989
Education
Harvard Business School 2004 — 2006
OPM Exec Ed, Owners Presidents Management
Northeastern University 1982 — 1987
BS, Business Administration
Commonwealth Financial Network March 1989 - Present
Fidelity Investments September 1987 - March 1989
Education
Harvard Business School 2004 — 2006
OPM Exec Ed, Owners Presidents Management
Northeastern University 1982 — 1987
BS, Business Administration
Anne Christopulos's Fidelity Investments Experience December 1986 - August 1992
Job Financial Advisor at Davis Financial Services, LLC
Industry Investment Management
Experience
Davis Financial Services, LLC Vice President, Investment MarketingFleet BankOctober 1996 - December 1999
Saga Holidays March 1995 - October 1996
Grand Circle Corporation October 1992 - November 1994
Fidelity Investments December 1986 - August 1992
BMG Columbia House December 1983 - January 1986
Trans World Airlines July 1978 - December 1983
Education
Harvard Business School 1976 — 1978
MBA, General Management
Wellesley College 1969 — 1974
B.A., Music, Economics
Bourne High School
Davis Financial Services, LLC Vice President, Investment MarketingFleet BankOctober 1996 - December 1999
Saga Holidays March 1995 - October 1996
Grand Circle Corporation October 1992 - November 1994
Fidelity Investments December 1986 - August 1992
BMG Columbia House December 1983 - January 1986
Trans World Airlines July 1978 - December 1983
Education
Harvard Business School 1976 — 1978
MBA, General Management
Wellesley College 1969 — 1974
B.A., Music, Economics
Bourne High School
Steve Meltzer's Fidelity Investments Experience 2004 - Present
Job Fixed Income Investment Director at Fidelity Investments Institutional Services
Industry Investment Management
Experience
Fidelity Investments 2004 - Present
Zurich Scudder Investments (formerly Scudder, Stevens & Clark) 1986 - 2002
Skills
Fixed Income, Mutual Funds, Asset Allocation, Insurance
Education
Harvard Business School
M.B.A.
Massachusetts Institute of Technology
S.B.
Fidelity Investments 2004 - Present
Zurich Scudder Investments (formerly Scudder, Stevens & Clark) 1986 - 2002
Skills
Fixed Income, Mutual Funds, Asset Allocation, Insurance
Education
Harvard Business School
M.B.A.
Massachusetts Institute of Technology
S.B.
Alicia Matos's Fidelity Investments Experience 2010 - 2013
Job Vice President, Associate General Counsel at Fideltiy Investments
Industry Financial Services
Experience
Fideltiy Investments January 2014 - Present
Fidelity Investments 2010 - 2013
Fidelity Investments October 2006 - December 2010
Foley Hoag LLP September 2001 - October 2006
Skills
Employment Law, Labor Law, International..., Global Data Pirvacy, Litigation, Corporate Law, Legal Research, Legal Writing, Corporate Governance, Civil Litigation, Mergers & Acquisitions, Securities Regulation, Securities, Contract Negotiation, Intellectual Property
Education
Harvard Law School 1998 — 2001
Doctor of Law (J.D.)
Swarthmore College 1990 — 1994
Bachelor of Arts (BA), Sociology and Anthropology
Fideltiy Investments January 2014 - Present
Fidelity Investments 2010 - 2013
Fidelity Investments October 2006 - December 2010
Foley Hoag LLP September 2001 - October 2006
Skills
Employment Law, Labor Law, International..., Global Data Pirvacy, Litigation, Corporate Law, Legal Research, Legal Writing, Corporate Governance, Civil Litigation, Mergers & Acquisitions, Securities Regulation, Securities, Contract Negotiation, Intellectual Property
Education
Harvard Law School 1998 — 2001
Doctor of Law (J.D.)
Swarthmore College 1990 — 1994
Bachelor of Arts (BA), Sociology and Anthropology
Ikramul Wadud's Fidelity Investments Experience November 2006 - August 2008
Job Manager, Accenture Strategy Consulting
Industry Management Consulting
Experience
Accenture Strategy Consulting May 2011 - Present
State Street (State Street Global Advisors) August 2008 - July 2010
Fidelity Investments November 2006 - August 2008
Skills
Management Consulting, IT Strategy, Strategy Development, Enterprise Architecture, Business Process Design, Strategy, Project Planning, Cross-functional Team..., Management, Analysis, IT Management, Business Planning, Software Development
Education
Harvard University 2009 — 2011
Rutgers, The State University of New Jersey-Newark 2001 — 2004
Accenture Strategy Consulting May 2011 - Present
State Street (State Street Global Advisors) August 2008 - July 2010
Fidelity Investments November 2006 - August 2008
Skills
Management Consulting, IT Strategy, Strategy Development, Enterprise Architecture, Business Process Design, Strategy, Project Planning, Cross-functional Team..., Management, Analysis, IT Management, Business Planning, Software Development
Education
Harvard University 2009 — 2011
Rutgers, The State University of New Jersey-Newark 2001 — 2004
Kimberly Frazier's Fidelity Investments Experience August 2009 - July 2011
Job Vice President at Crescent Capital Group, LP
Industry Investment Management
Experience
Crescent Capital Group September 2011 - Present
Fidelity Investments August 2009 - July 2011
NBCUniversal, Inc. January 2006 - June 2007
Merrill Lynch July 2003 - December 2005
Education
Harvard Business School 2007 — 2009
MBA
Pennsylvania State University 1998 — 2002
BS, Finance, Economics
Crescent Capital Group September 2011 - Present
Fidelity Investments August 2009 - July 2011
NBCUniversal, Inc. January 2006 - June 2007
Merrill Lynch July 2003 - December 2005
Education
Harvard Business School 2007 — 2009
MBA
Pennsylvania State University 1998 — 2002
BS, Finance, Economics
Gadi Slade's Fidelity Investments Experience June 1999 - August 1999
Job Investment Analyst at Capital Group
Industry Investment Management
Experience
Capital Group December 2000 - Present
Fidelity Investments June 1999 - August 1999
Shaldor 1996 - 1998
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA)
Stanford University 1992 — 1996
Bachelor of Arts and Sciences, Industrial Engineering, Psychology
High School
Capital Group December 2000 - Present
Fidelity Investments June 1999 - August 1999
Shaldor 1996 - 1998
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA)
Stanford University 1992 — 1996
Bachelor of Arts and Sciences, Industrial Engineering, Psychology
High School
Jose Antonio Gutierrez de Gilfre's Fidelity Investments Experience January 2009 - 2011
Job Associate en Fidelity
Industry Investment Banking
Experience
BlackRock June 2013 - Present
Fidelity Investments January 2009 - 2011
PwC September 2007 - January 2009
Education
Harvard Business School 2011 — 2013
Master of Business Administration (M.B.A.)
UNC Chapel Hill 2003 — 2007
The London School of Economics and Political Science (LSE) 2006 — 2006
Summer School, Macroeconomics
BlackRock June 2013 - Present
Fidelity Investments January 2009 - 2011
PwC September 2007 - January 2009
Education
Harvard Business School 2011 — 2013
Master of Business Administration (M.B.A.)
UNC Chapel Hill 2003 — 2007
The London School of Economics and Political Science (LSE) 2006 — 2006
Summer School, Macroeconomics
Elizabeth Krauss's Fidelity Investments Experience 1994 - 1997
Job Consultant
Industry Investment Management
Experience
Self-employed Managing DirectorState Street Research1997 - 2005
Fidelity Investments 1994 - 1997
Bain & Company 1989 - 1992
Skills
Business Strategy
Education
Harvard Business School 1992 — 1994
Master of Business Administration (MBA)
Williams College 1985 — 1989
Bachelor of Arts (B.A.), History
Self-employed Managing DirectorState Street Research1997 - 2005
Fidelity Investments 1994 - 1997
Bain & Company 1989 - 1992
Skills
Business Strategy
Education
Harvard Business School 1992 — 1994
Master of Business Administration (MBA)
Williams College 1985 — 1989
Bachelor of Arts (B.A.), History
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank