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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Fidelity Investments Employees
Employee
Years
Job
Industry
Archan Basu Archan Basu's Fidelity Investments Experience June 2013 - Present
Job Senior Vice President at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2013 - Present
J.P. Morgan June 2011 - May 2013
AllianceBernstein March 2009 - June 2011
Bernstein Global Wealth Management August 2004 - May 2011
LifeHarbor Inc. 2000 - 2004
Grantham, Mayo, Van Otterloo & Co 1999 - 2000
Barra Inc 1993 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA
Harvard University 1989 — 1993
AB
Fidelity Investments June 2013 - Present
J.P. Morgan June 2011 - May 2013
AllianceBernstein March 2009 - June 2011
Bernstein Global Wealth Management August 2004 - May 2011
LifeHarbor Inc. 2000 - 2004
Grantham, Mayo, Van Otterloo & Co 1999 - 2000
Barra Inc 1993 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA
Harvard University 1989 — 1993
AB
William Walker William Walker's Fidelity Investments Experience June 2015 - Present
Job Equity Research Associate Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Skillz Inc. June 2014 - August 2014
Skillz Inc. December 2012 - August 2013
Martignetti Companies July 2012 - July 2012
Skills
Business Development, Start-ups, Marketing, Sales Operations, Customer Service, Office Operations, Marketing Copy, Marketing Strategy, Marketing Research, Video, Video Editing, Video Production, Final Cut Pro, Quality Assurance, Test Cases, Testing, FAQ, Salesforce.com, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Keynote
Education
Harvard University 2011 — 2016
B.A., Sociology
Phillips Academy Andover 2007 — 2011
Fidelity Investments June 2015 - Present
Skillz Inc. June 2014 - August 2014
Skillz Inc. December 2012 - August 2013
Martignetti Companies July 2012 - July 2012
Skills
Business Development, Start-ups, Marketing, Sales Operations, Customer Service, Office Operations, Marketing Copy, Marketing Strategy, Marketing Research, Video, Video Editing, Video Production, Final Cut Pro, Quality Assurance, Test Cases, Testing, FAQ, Salesforce.com, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Keynote
Education
Harvard University 2011 — 2016
B.A., Sociology
Phillips Academy Andover 2007 — 2011
John Scollins's Fidelity Investments Experience April 1984 - August 1986
Job Global Account Manager at Oracle
Industry Financial Services
Experience
Oracle September 2014 - Present
Pivotal - EMC May 2012 - May 2014
SunGard Financial Systems October 2004 - March 2012
SunGard Financial Systems April 2003 - August 2004
Interactive Data May 2002 - April 2003
Eagle Investment Systems December 2000 - March 2002
Interactive Data August 1986 - March 2000
Fidelity Investments April 1984 - August 1986
Skills
Sales Management, New Business Development, Business Intelligence, Executive Management, Sales Consulting, Key Account Management, Account Management, Selling, Consultants, Sales, Strategic Planning, Business Development, Strategy, Sales Process, Marketing, Business Strategy, SaaS, CRM, Solution Selling, Enterprise Software, Strategic Partnerships, Financial Services, Management, Business Alliances, Salesforce.com, Professional Services
Education
Harvard University
CSS, Administration and Management
Harvard University / Curry College
Oracle September 2014 - Present
Pivotal - EMC May 2012 - May 2014
SunGard Financial Systems October 2004 - March 2012
SunGard Financial Systems April 2003 - August 2004
Interactive Data May 2002 - April 2003
Eagle Investment Systems December 2000 - March 2002
Interactive Data August 1986 - March 2000
Fidelity Investments April 1984 - August 1986
Skills
Sales Management, New Business Development, Business Intelligence, Executive Management, Sales Consulting, Key Account Management, Account Management, Selling, Consultants, Sales, Strategic Planning, Business Development, Strategy, Sales Process, Marketing, Business Strategy, SaaS, CRM, Solution Selling, Enterprise Software, Strategic Partnerships, Financial Services, Management, Business Alliances, Salesforce.com, Professional Services
Education
Harvard University
CSS, Administration and Management
Harvard University / Curry College
Fareed Iftikhar Fareed Iftikhar's Fidelity Investments Experience 2006 - 2006
Job Director
Industry Investment Management
Experience
EB5Fund August 2014 - Present
Overseas Capital Group September 2006 - Present
Standard Chartered Bank September 2011 - September 2012
Fidelity Investments 2006 - 2006
Skills
Investment Banking, Corporate Finance, Capital Markets, Portfolio Management, Emerging Markets, Financial Structuring, Financial Modeling, Private Equity, Investments, Valuation, Equities, Banking, Business Strategy, Financial Analysis, Entrepreneurship, Credit Risk, Options, Trading, Proprietary Trading, Financial Risk, Mergers & Acquisitions, Commodity, Equity Research, Finance, Derivatives, Hedging
Education
Harvard University 2005 — 2009
ALB, Social Sciences
Yale University 2004 — 2004
AB, Economics
EB5Fund August 2014 - Present
Overseas Capital Group September 2006 - Present
Standard Chartered Bank September 2011 - September 2012
Fidelity Investments 2006 - 2006
Skills
Investment Banking, Corporate Finance, Capital Markets, Portfolio Management, Emerging Markets, Financial Structuring, Financial Modeling, Private Equity, Investments, Valuation, Equities, Banking, Business Strategy, Financial Analysis, Entrepreneurship, Credit Risk, Options, Trading, Proprietary Trading, Financial Risk, Mergers & Acquisitions, Commodity, Equity Research, Finance, Derivatives, Hedging
Education
Harvard University 2005 — 2009
ALB, Social Sciences
Yale University 2004 — 2004
AB, Economics
Jagdish Bakshi's Fidelity Investments Experience April 2012 - Present
Job Senior Manager, IT Services Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments July 1998 - April 2012
State Street January 1997 - July 1998
Mastech September 1995 - December 1996
Vizag Steel December 1991 - August 1995
Skills
Testing, SDLC, Agile Methodologies, Requirements Analysis, Software Project..., Scrum, Unix, Quality Center, Waterfall, IT Service Management, Test Automation, Oracle, ClearQuest, SOA, Technical Leadership, Websphere, Agile Project Management, Software Quality..., Release Management, Integration, Test Planning, Enterprise Architecture, DB2, Test Management, System Testing, User Acceptance Testing, Web Services, Requirements Gathering, Software Development, IT Project & Program..., Cross-functional Team...
Education
Harvard University 2006 — 2007
Specialized Training, Computer Science
Northeastern University 1999 — 2000
Diploma, Management Information System
Orissa University of Agriculture and Technology 1987 — 1991
BS, Electrical Engineering
Fidelity Investments April 2012 - Present
Fidelity Investments July 1998 - April 2012
State Street January 1997 - July 1998
Mastech September 1995 - December 1996
Vizag Steel December 1991 - August 1995
Skills
Testing, SDLC, Agile Methodologies, Requirements Analysis, Software Project..., Scrum, Unix, Quality Center, Waterfall, IT Service Management, Test Automation, Oracle, ClearQuest, SOA, Technical Leadership, Websphere, Agile Project Management, Software Quality..., Release Management, Integration, Test Planning, Enterprise Architecture, DB2, Test Management, System Testing, User Acceptance Testing, Web Services, Requirements Gathering, Software Development, IT Project & Program..., Cross-functional Team...
Education
Harvard University 2006 — 2007
Specialized Training, Computer Science
Northeastern University 1999 — 2000
Diploma, Management Information System
Orissa University of Agriculture and Technology 1987 — 1991
BS, Electrical Engineering
Brian Owusu's Fidelity Investments Experience June 2011 - August 2011
Job Analyst at Altamont Capital Partners
Industry Financial Services
Experience
Altamont Capital Partners January 2015 - Present
Altamont Capital Partners January 2014 - April 2014
BISON.co June 2013 - August 2013
State Street June 2012 - August 2012
Fidelity Investments June 2011 - August 2011
Skills
Capital Markets, Social Networking, Coaching, Team Building, Entrepreneurship, Data Analysis, Economics, Valuation, Financial Modeling, Private Equity, Public Speaking, Financial Analysis, Leadership
Education
Harvard University 2009 — 2013
Economics
Oaks Christian School 2005 — 2009
Altamont Capital Partners January 2015 - Present
Altamont Capital Partners January 2014 - April 2014
BISON.co June 2013 - August 2013
State Street June 2012 - August 2012
Fidelity Investments June 2011 - August 2011
Skills
Capital Markets, Social Networking, Coaching, Team Building, Entrepreneurship, Data Analysis, Economics, Valuation, Financial Modeling, Private Equity, Public Speaking, Financial Analysis, Leadership
Education
Harvard University 2009 — 2013
Economics
Oaks Christian School 2005 — 2009
Michael Sacks's Fidelity Investments Experience June 2015 - August 2015
Job Student at Harvard University
Industry
Experience
Harvard University October 2013 - Present
Fidelity Investments June 2015 - August 2015
AIPAC June 2014 - August 2014
Skills
Microsoft Office, Adobe Creative Suite, Google Suite, Google Analytics, Highrise HQ CRM, APEX Contract Management, SmartCall, Salesforce, Marketing, Advertising, Leadership, Event Planning, Direct Marketing, Marketing Strategy, Public Speaking, Salesforce.com, Microsoft Excel
Education
Harvard University 2013 — 2017
B.A. Candidate in Government with Honors, Secondary Concentration in Statistics
Sierra Canyon School 2009 — 2014
Harvard University October 2013 - Present
Fidelity Investments June 2015 - August 2015
AIPAC June 2014 - August 2014
Skills
Microsoft Office, Adobe Creative Suite, Google Suite, Google Analytics, Highrise HQ CRM, APEX Contract Management, SmartCall, Salesforce, Marketing, Advertising, Leadership, Event Planning, Direct Marketing, Marketing Strategy, Public Speaking, Salesforce.com, Microsoft Excel
Education
Harvard University 2013 — 2017
B.A. Candidate in Government with Honors, Secondary Concentration in Statistics
Sierra Canyon School 2009 — 2014
Benton Miller Benton Miller's Fidelity Investments Experience May 2013 - August 2013
Job Frontline Sales at 3M
Industry Electrical/Electronic Manufacturing
Experience
3M August 2014 - Present
3M May 2014 - August 2014
Baylor Research and Innovation Collaborative September 2013 - January 2014
Fidelity Investments May 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, Event Planning, Budgets, Outlook, Management, Sales, Leadership
Education
Baylor University - Hankamer School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Professional Selling
Harvard University 2011 — 2011
Economics and International Relations
Maastricht University 2011 — 2011
Economics, Statistics, Political Science, and Dutch Art History
3M August 2014 - Present
3M May 2014 - August 2014
Baylor Research and Innovation Collaborative September 2013 - January 2014
Fidelity Investments May 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, Event Planning, Budgets, Outlook, Management, Sales, Leadership
Education
Baylor University - Hankamer School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Professional Selling
Harvard University 2011 — 2011
Economics and International Relations
Maastricht University 2011 — 2011
Economics, Statistics, Political Science, and Dutch Art History
Sagar Mehta's Fidelity Investments Experience June 2007 - August 2007
Job Backend Engineering Lead @ Collective Health
Industry Computer Software
Experience
Collective Health, Inc. May 2014 - Present
Sidekick Labs January 2013 - March 2014
StartX. July 2012 - June 2013
Magic Notebook January 2012 - December 2012
IMC Financial Markets - Chicago June 2009 - August 2011
D. E. Shaw & Co. June 2008 - August 2008
Fidelity Investments June 2007 - August 2007
Skills
Algorithms, Machine Learning, JavaScript, High Frequency Trading, MongoDB, Python, Amazon Web Services..., Entrepreneurship, Artificial Intelligence, Node.js, Start-ups, Linux, Distributed Systems, Git, Quantitative Analytics, Scala, ElasticSearch, Quantitative Finance, Electronic Trading, Web Development, Software Engineering, Statistical Arbitrage, Trading System, Hadoop, MySQL, Proprietary Trading, Ruby, Ruby on Rails, Computer Science, Django, Low Latency, Big Data, Java, Scalability, PostgreSQL, Solr, Hacking, Lean Startup, Lucene, Data Visualization, Backbone.js, CoffeeScript, Bitcoin, Docker, Hibernate, Service Oriented...
Education
Harvard University 2005 — 2009
A.B., Chemistry & Physics, Minor in Computer Science
Stanford 2011 — 2012
Master's Degree Candidate, Computer Science
Collective Health, Inc. May 2014 - Present
Sidekick Labs January 2013 - March 2014
StartX. July 2012 - June 2013
Magic Notebook January 2012 - December 2012
IMC Financial Markets - Chicago June 2009 - August 2011
D. E. Shaw & Co. June 2008 - August 2008
Fidelity Investments June 2007 - August 2007
Skills
Algorithms, Machine Learning, JavaScript, High Frequency Trading, MongoDB, Python, Amazon Web Services..., Entrepreneurship, Artificial Intelligence, Node.js, Start-ups, Linux, Distributed Systems, Git, Quantitative Analytics, Scala, ElasticSearch, Quantitative Finance, Electronic Trading, Web Development, Software Engineering, Statistical Arbitrage, Trading System, Hadoop, MySQL, Proprietary Trading, Ruby, Ruby on Rails, Computer Science, Django, Low Latency, Big Data, Java, Scalability, PostgreSQL, Solr, Hacking, Lean Startup, Lucene, Data Visualization, Backbone.js, CoffeeScript, Bitcoin, Docker, Hibernate, Service Oriented...
Education
Harvard University 2005 — 2009
A.B., Chemistry & Physics, Minor in Computer Science
Stanford 2011 — 2012
Master's Degree Candidate, Computer Science
Charlie Ardell's Fidelity Investments Experience October 2005 - Present
Job Sr. Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2005 - Present
Getronics December 2004 - September 2005
Skills
Information Technology, SDLC, Disaster Recovery, Cloud Computing, Business Intelligence, Systems Analysis, IT Operations, Project Management, IT Service Management, Process Improvement, Risk Management, System Administration, Network Security, Analysis, Networking, Incident Management, Storage, VPN, Computer Security, VMware, Business Process..., Software Documentation, Program Management, Security, IT Management, Business Analysis, IT Strategy, Vendor Management, Unix, Business Requirements, Service Delivery, CICS
Education
University of Massachusetts Lowell 1998 — 2003
Bachelor of Science (BS), Management Information Systems, General
Harvard University 2000 — 2001
Mathematical Statistics and Probability
Billerica Memorial High School 1994 — 1998
Fidelity Investments October 2005 - Present
Getronics December 2004 - September 2005
Skills
Information Technology, SDLC, Disaster Recovery, Cloud Computing, Business Intelligence, Systems Analysis, IT Operations, Project Management, IT Service Management, Process Improvement, Risk Management, System Administration, Network Security, Analysis, Networking, Incident Management, Storage, VPN, Computer Security, VMware, Business Process..., Software Documentation, Program Management, Security, IT Management, Business Analysis, IT Strategy, Vendor Management, Unix, Business Requirements, Service Delivery, CICS
Education
University of Massachusetts Lowell 1998 — 2003
Bachelor of Science (BS), Management Information Systems, General
Harvard University 2000 — 2001
Mathematical Statistics and Probability
Billerica Memorial High School 1994 — 1998
Dina Sinno's Fidelity Investments Experience June 2013 - August 2013
Job Student at Harvard University
Industry
Experience
Harvard University September 2012 - Present
Derek Bok Center January 2013 - Present
Harvard Alumni Association March 2013 - Present
Fidelity Investments June 2013 - August 2013
Skills
Stata, Microsoft Excel, Communication Skills, Organization, Teamwork, Microsoft Office, Social Media, Patents, PowerPoint, Research, Public Speaking, Data Analysis
Education
Harvard University 2012 — 2016
Harvard University September 2012 - Present
Derek Bok Center January 2013 - Present
Harvard Alumni Association March 2013 - Present
Fidelity Investments June 2013 - August 2013
Skills
Stata, Microsoft Excel, Communication Skills, Organization, Teamwork, Microsoft Office, Social Media, Patents, PowerPoint, Research, Public Speaking, Data Analysis
Education
Harvard University 2012 — 2016
Emily Houlihan's Fidelity Investments Experience June 2014 - August 2014
Job Software Engineer Internship at Google
Industry Mechanical or Industrial Engineering
Experience
Springboard: The Harvard College Design Club February 2014 - Present
Google May 2015 - August 2015
Fidelity Investments June 2014 - August 2014
Skills
Design Thinking, User-centered Design, User Experience Design, Design Strategy, Research, Microsoft Office, PowerPoint, Teaching, CSS, Python, Leadership, Public Speaking
Education
Harvard University 2013 — 2017
Computer Science
Springboard: The Harvard College Design Club February 2014 - Present
Google May 2015 - August 2015
Fidelity Investments June 2014 - August 2014
Skills
Design Thinking, User-centered Design, User Experience Design, Design Strategy, Research, Microsoft Office, PowerPoint, Teaching, CSS, Python, Leadership, Public Speaking
Education
Harvard University 2013 — 2017
Computer Science
Stas Antons Stas Antons's Fidelity Investments Experience August 1999 - February 2008
Job Director, DevOps Engineering & Systems at TIAACREF
Industry Computer Software
Experience
TIAA-CREF March 2011 - Present
Merrill Lynch March 2010 - May 2011
SmartSymbols Visual Technology February 2008 - February 2010
Fidelity Investments August 1999 - February 2008
John Hancock May 1997 - January 1999
Skills
Fostering Collaboration, Team Building, Vendor Management, DevOps, Continuous Integration, Continuous Delivery, Java, Web Applications, PHP, Mobile Devices, Web Services, Android Development, Sonar, Code Analysis, Build Orchestration, Automated Software..., Jenkins, Selenium, SauceLabs, Analysis, Business Analysis, Integration, SDLC, Enterprise Software, Software Project..., Agile Methodologies, Software Development, Leadership
Education
University of Rhode Island 1994 — 1997
MIS, Management Science Information Systems
Harvard University
Mathematics and Computation, Software Enginerring
TIAA-CREF March 2011 - Present
Merrill Lynch March 2010 - May 2011
SmartSymbols Visual Technology February 2008 - February 2010
Fidelity Investments August 1999 - February 2008
John Hancock May 1997 - January 1999
Skills
Fostering Collaboration, Team Building, Vendor Management, DevOps, Continuous Integration, Continuous Delivery, Java, Web Applications, PHP, Mobile Devices, Web Services, Android Development, Sonar, Code Analysis, Build Orchestration, Automated Software..., Jenkins, Selenium, SauceLabs, Analysis, Business Analysis, Integration, SDLC, Enterprise Software, Software Project..., Agile Methodologies, Software Development, Leadership
Education
University of Rhode Island 1994 — 1997
MIS, Management Science Information Systems
Harvard University
Mathematics and Computation, Software Enginerring
Hannah Shaw Grove Hannah Shaw Grove's Fidelity Investments Experience 1989 - 1993
Job Chief Marketing Officer at iCapital Network, Inc.
Industry Venture Capital & Private Equity
Experience
iCapital Network, Inc. 2015 - Present
Financial Advisor Magazine 2007 - Present
HSGrove LLC 2006 - 2014
Merrill Lynch Investment Managers 1999 - 2005
Prudential Financial 1998 - 1999
Financial Research Corporation 1995 - 1998
The Hanover Insurance Group (formerly Allmerica Financial) 1993 - 1995
Fidelity Investments 1989 - 1993
Skills
Marketing Strategy, Consulting, Business Development, Investments, Public Speaking, Series 7, Asset Management, Mutual Funds, Asset Managment, Wealth Management, Investment Management, Strategic Communications, Marketing, Strategy, Financial Advisory, Alternative Investments, Training, Equities, Investment Strategies, Retirement Planning, Retirement, Hedge Funds, Asset Allocation, Finance, Securities, Portfolio Management, Insurance, Financial Services, Strategic Financial..., Series 63, ETFs, Investment Advisory
Education
Harvard University 1987 — 1990
ALB, Fine Arts & Humanities
Scripps College 1984 — 1987
Liberal Arts
iCapital Network, Inc. 2015 - Present
Financial Advisor Magazine 2007 - Present
HSGrove LLC 2006 - 2014
Merrill Lynch Investment Managers 1999 - 2005
Prudential Financial 1998 - 1999
Financial Research Corporation 1995 - 1998
The Hanover Insurance Group (formerly Allmerica Financial) 1993 - 1995
Fidelity Investments 1989 - 1993
Skills
Marketing Strategy, Consulting, Business Development, Investments, Public Speaking, Series 7, Asset Management, Mutual Funds, Asset Managment, Wealth Management, Investment Management, Strategic Communications, Marketing, Strategy, Financial Advisory, Alternative Investments, Training, Equities, Investment Strategies, Retirement Planning, Retirement, Hedge Funds, Asset Allocation, Finance, Securities, Portfolio Management, Insurance, Financial Services, Strategic Financial..., Series 63, ETFs, Investment Advisory
Education
Harvard University 1987 — 1990
ALB, Fine Arts & Humanities
Scripps College 1984 — 1987
Liberal Arts
Bill Cavanaugh's Fidelity Investments Experience June 1986 - September 1989
Job Director High Grade Fixed Income Trading at USBancorp Investments Inc.
Industry Financial Services
Experience
USBancorp Investments Inc. October 2012 - Present
Bank of America Merrill Lynch June 2011 - May 2012
Bank of America Merrill Lynch February 2004 - May 2011
Banc of America Investment Services February 1995 - January 2004
Banc of America Securities September 1998 - May 2001
NationsBank Investment Services January 1992 - January 1995
Sovran Investment Services November 1989 - December 1991
Fidelity Investments June 1986 - September 1989
Skills
Finance, System Development, Offshore Software..., Project Management, User Interface Design, Trading, Trading Systems, Electronic Trading, Investments, Brokerage, Sales, Portal Development, Fixed Income, Call Center, Credit Risk, Risk Management, Operational Risk, Market Risk, Liquidity Risk, Marketing, New Business Development, New Product Ideas, New Product..., Liquidity Management, Liquidity Solutions, Funds Transfer Pricing, Interest Rate Risk..., Rating Agency Relations, Interest Rate Hedging, Trading System..., Operational Risk..., Technology Risk, Bloomberg Software, Front Office Trading..., Financial Services, Banking, Securities, Bloomberg, Credit Derivatives, Market Data
Education
Harvard College 1980 — 1984
Bachelor of Arts (B.A.), Economics
Roxbury Latin School 1975 — 1980
B.S., Economics, Business
USBancorp Investments Inc. October 2012 - Present
Bank of America Merrill Lynch June 2011 - May 2012
Bank of America Merrill Lynch February 2004 - May 2011
Banc of America Investment Services February 1995 - January 2004
Banc of America Securities September 1998 - May 2001
NationsBank Investment Services January 1992 - January 1995
Sovran Investment Services November 1989 - December 1991
Fidelity Investments June 1986 - September 1989
Skills
Finance, System Development, Offshore Software..., Project Management, User Interface Design, Trading, Trading Systems, Electronic Trading, Investments, Brokerage, Sales, Portal Development, Fixed Income, Call Center, Credit Risk, Risk Management, Operational Risk, Market Risk, Liquidity Risk, Marketing, New Business Development, New Product Ideas, New Product..., Liquidity Management, Liquidity Solutions, Funds Transfer Pricing, Interest Rate Risk..., Rating Agency Relations, Interest Rate Hedging, Trading System..., Operational Risk..., Technology Risk, Bloomberg Software, Front Office Trading..., Financial Services, Banking, Securities, Bloomberg, Credit Derivatives, Market Data
Education
Harvard College 1980 — 1984
Bachelor of Arts (B.A.), Economics
Roxbury Latin School 1975 — 1980
B.S., Economics, Business
Katerina Solovyova's Fidelity Investments Experience July 2014 - Present
Job Strategy Consulting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Block Shop Textiles December 2013 - June 2014
Harvard Undergraduate Women in Business December 2011 - December 2013
Altisource Labs June 2013 - August 2013
Radcliffe Institute for Advanced Study at Harvard University August 2011 - May 2013
Sapient May 2012 - August 2012
Mindfish April 2010 - August 2011
Harcourt Brown Energy&Finance November 2009 - August 2010
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Cherry Creek High School 2008 — 2010
Fidelity Investments July 2014 - Present
Block Shop Textiles December 2013 - June 2014
Harvard Undergraduate Women in Business December 2011 - December 2013
Altisource Labs June 2013 - August 2013
Radcliffe Institute for Advanced Study at Harvard University August 2011 - May 2013
Sapient May 2012 - August 2012
Mindfish April 2010 - August 2011
Harcourt Brown Energy&Finance November 2009 - August 2010
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Cherry Creek High School 2008 — 2010
Brandon Haas, MBA Brandon Haas, MBA's Fidelity Investments Experience November 2013 - March 2014
Job Department of the Navy
Industry Defense & Space
Experience
Northern Financial Services, LLC. April 2014 - Present
Fidelity Investments November 2013 - March 2014
Fidelity Investments February 2013 - March 2014
United States Navy 2005 to 2009 August 2005 - August 2013
Skills
Series 7, Investments, Series 63, Microsoft Excel, Finance, Sales, Customer Service, Leadership, Management, Accounting, Microsoft Office, Economics, Risk Management, Financial Advisory, Financial Analysis, Financial Services, International Business, Statistics, Research, Political Science, MBA, Organizational Behavior, Data Collection, Writing, Group Presentations, Documentation, Technical Architecture, Life & Health Insurance..., Accident Insurance, Long Term Care Insurance, Financial Planning, Series 66, Mutual Funds, Teamwork
Education
Harvard University 2015 — 2017
Master's degree, Finance, General
New York University 2014 — 2015
CFP, Finance, General
Southern New Hampshire University 2011 — 2012
MBA, Finance
Southern New Hampshire University 2009 — 2011
Bachelor of Arts, Political Science
Suffolk University
Certificate, Certificate in Financial Planning CFP
Northern Financial Services, LLC. April 2014 - Present
Fidelity Investments November 2013 - March 2014
Fidelity Investments February 2013 - March 2014
United States Navy 2005 to 2009 August 2005 - August 2013
Skills
Series 7, Investments, Series 63, Microsoft Excel, Finance, Sales, Customer Service, Leadership, Management, Accounting, Microsoft Office, Economics, Risk Management, Financial Advisory, Financial Analysis, Financial Services, International Business, Statistics, Research, Political Science, MBA, Organizational Behavior, Data Collection, Writing, Group Presentations, Documentation, Technical Architecture, Life & Health Insurance..., Accident Insurance, Long Term Care Insurance, Financial Planning, Series 66, Mutual Funds, Teamwork
Education
Harvard University 2015 — 2017
Master's degree, Finance, General
New York University 2014 — 2015
CFP, Finance, General
Southern New Hampshire University 2011 — 2012
MBA, Finance
Southern New Hampshire University 2009 — 2011
Bachelor of Arts, Political Science
Suffolk University
Certificate, Certificate in Financial Planning CFP
Kathleen Webb Kathleen Webb's Fidelity Investments Experience December 2013 - Present
Job Product Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments July 2008 - December 2013
Fidelity Investments May 2005 - July 2008
Veritude June 2004 - April 2005
Fidelity Investments July 2001 - June 2003
Fidelity Investments August 2000 - July 2001
ARIS, Incorporated February 1995 - November 1999
Skills
Financial Services, Business Analysis, Financial Modeling, Analytics, Data Analysis, Investments, Process Improvement, SDLC, Relationship Management, Project Management, Program Management, Vendor Management, Risk Management, Strategic Planning, Financial Analysis, Agile Methodologies, Requirements Analysis, Product Management, Leadership, Analysis
Education
Harvard College
AB, History, cum laude
University of Massachusetts Boston
MBA, Management Information Systems, Academic Achievement Award
Harvard Extension School 2013 — 2013
Innovation and Strategy Professional Development Course
Fidelity Investments December 2013 - Present
Fidelity Investments July 2008 - December 2013
Fidelity Investments May 2005 - July 2008
Veritude June 2004 - April 2005
Fidelity Investments July 2001 - June 2003
Fidelity Investments August 2000 - July 2001
ARIS, Incorporated February 1995 - November 1999
Skills
Financial Services, Business Analysis, Financial Modeling, Analytics, Data Analysis, Investments, Process Improvement, SDLC, Relationship Management, Project Management, Program Management, Vendor Management, Risk Management, Strategic Planning, Financial Analysis, Agile Methodologies, Requirements Analysis, Product Management, Leadership, Analysis
Education
Harvard College
AB, History, cum laude
University of Massachusetts Boston
MBA, Management Information Systems, Academic Achievement Award
Harvard Extension School 2013 — 2013
Innovation and Strategy Professional Development Course
Mark Tonelli, AIF® Mark Tonelli, AIF®'s Fidelity Investments Experience July 2006 - March 2009
Job Managing Partner at Compass Benefit Partners, LLC.
Industry Financial Services
Experience
Compass Benefit Partners, LLC December 2009 - Present
Fidelity Investments July 2006 - March 2009
Fidelity Investments June 2000 - July 2006
Fidelity Investments Institutional Services Company June 1994 - May 2000
Scudder Investments 1998 - 1999
A-Mark Drywall, Inc. January 1995 - December 1998
Skills
401k, Retirement Planning, Series 63, Investments, Series 7, Securities, Mutual Funds, FINRA, Defined Benefit, Asset Allocation, Financial Services, Retirement, Series 6, Pensions, Fixed Annuities, Investment Management, Employee Benefits, 401k Rollovers, Cash Balance, Certified Financial..., Retirement Plan..., Investment Advisory, Relationship Management, Uniform Combined State..., Wealth Management, IRAs, Financial Advisory, Investment Strategies, Series 66, Non-Qualified Deferred..., Fiduciary Oversight for..., Employee Education, Retirement Readiness..., Defined Benefit Plans, ERISA, Profit Sharing, Alternative Investments, Qualified Retirement...
Education
Northwestern University - Kellogg School of Management 2004 — 2005
Harvard University 1991 — 1992
Entrepreneurship/Entrepreneurial Studies
Northeastern University 1985 — 1990
Bachelor of Science (BS), Entrepreneurial and Small Business Operations
St. John's High School 1981 — 1985
Compass Benefit Partners, LLC December 2009 - Present
Fidelity Investments July 2006 - March 2009
Fidelity Investments June 2000 - July 2006
Fidelity Investments Institutional Services Company June 1994 - May 2000
Scudder Investments 1998 - 1999
A-Mark Drywall, Inc. January 1995 - December 1998
Skills
401k, Retirement Planning, Series 63, Investments, Series 7, Securities, Mutual Funds, FINRA, Defined Benefit, Asset Allocation, Financial Services, Retirement, Series 6, Pensions, Fixed Annuities, Investment Management, Employee Benefits, 401k Rollovers, Cash Balance, Certified Financial..., Retirement Plan..., Investment Advisory, Relationship Management, Uniform Combined State..., Wealth Management, IRAs, Financial Advisory, Investment Strategies, Series 66, Non-Qualified Deferred..., Fiduciary Oversight for..., Employee Education, Retirement Readiness..., Defined Benefit Plans, ERISA, Profit Sharing, Alternative Investments, Qualified Retirement...
Education
Northwestern University - Kellogg School of Management 2004 — 2005
Harvard University 1991 — 1992
Entrepreneurship/Entrepreneurial Studies
Northeastern University 1985 — 1990
Bachelor of Science (BS), Entrepreneurial and Small Business Operations
St. John's High School 1981 — 1985
Annette Mackail's Fidelity Investments Experience October 2005 - October 2007
Job Principal Programmer Analyst at Aspen Technology
Industry Computer Software
Experience
Aspen Technology October 2007 - Present
Fidelity Investments October 2005 - October 2007
Education
Harvard University 1997 — 1998
Computer Science Extension Program
Plymouth State University 1982 — 1984
BS, Computer Science, Math, Business
Aspen Technology October 2007 - Present
Fidelity Investments October 2005 - October 2007
Education
Harvard University 1997 — 1998
Computer Science Extension Program
Plymouth State University 1982 — 1984
BS, Computer Science, Math, Business
Kieran Harmon Kieran Harmon's Fidelity Investments Experience 2004 - 2004
Job Teaching Assistant, Harvard Extension School
Industry Information Technology and Services
Experience
Harvard University January 2015 - Present
Magenic July 2012 - Present
Partners HealthCare January 2012 - July 2012
American Alarm & Communications, Inc. 2010 - January 2012
McDermott Will & Emery 2005 - 2009
TRI Software 2004 - 2005
Fidelity Investments 2004 - 2004
Vitale, Caturano, & Co 2001 - 2003
Skills
Microsoft SQL Server, Business Intelligence, T-SQL, SSRS, SSIS, Analysis Services, Crystal Reports, SQL, Power Pivot, Power View, Software Development, Business Objects, OLAP, Microsoft SSAS, Microsoft SSIS, Lotus Domino, SharePoint, Requirements Analysis, Integration, Visual Studio, DAX, Microsoft SSRS, SharePoint 2010, .NET, C#, Visual Basic, Amazon Web Services..., LotusScript, Lotus Notes, BI, Siemens Soarian
Education
Harvard University 2009 — 2019
Master of Science (MS)
Waterford Institute of Technology 1990 — 1994
BS, Applied Computing
Dillonstown
Harvard University January 2015 - Present
Magenic July 2012 - Present
Partners HealthCare January 2012 - July 2012
American Alarm & Communications, Inc. 2010 - January 2012
McDermott Will & Emery 2005 - 2009
TRI Software 2004 - 2005
Fidelity Investments 2004 - 2004
Vitale, Caturano, & Co 2001 - 2003
Skills
Microsoft SQL Server, Business Intelligence, T-SQL, SSRS, SSIS, Analysis Services, Crystal Reports, SQL, Power Pivot, Power View, Software Development, Business Objects, OLAP, Microsoft SSAS, Microsoft SSIS, Lotus Domino, SharePoint, Requirements Analysis, Integration, Visual Studio, DAX, Microsoft SSRS, SharePoint 2010, .NET, C#, Visual Basic, Amazon Web Services..., LotusScript, Lotus Notes, BI, Siemens Soarian
Education
Harvard University 2009 — 2019
Master of Science (MS)
Waterford Institute of Technology 1990 — 1994
BS, Applied Computing
Dillonstown
Kelly Charlton Kelly Charlton's Fidelity Investments Experience February 2002 - September 2005
Job Early College Awareness Chair at Harvard Club of Seattle
Industry Management Consulting
Experience
McClure Middle School PTSA August 2012 - Present
Harvard Club of Seattle January 2012 - Present
John Hay Partners Board June 2011 - June 2012
Queen Anne Cub Scouts January 2009 - June 2012
Neighborhood Schools Task Force March 2007 - June 2012
Harvard Club of Seattle January 2009 - January 2012
MIT Enterprise Forum of the Northwest February 2008 - June 2008
Coldwell Banker Bain May 2006 - August 2007
Fidelity Investments February 2002 - September 2005
Putnam Investments December 2001 - February 2002
Skills
Community Outreach, Consulting, Project Management, Coaching, Marketing, Leadership, Management, Program Management, Entrepreneurship, Microsoft Office, Quality Assurance, Business Analysis, Strategy, Public Speaking, Research, Start-ups, Fundraising, Teaching, CSS, Data Analysis, Nonprofits, Strategic Planning, Creative Direction, Management Consulting, Social Media, Public Relations, Marketing Strategy, Analysis, Leadership Development
Education
University of Washington 2008 — 2009
Project Management Certificate, Project Management
Harvard University 1980 — 1982
CSS, Business Administration
The University of Texas at Austin 1976 — 1978
BA, English Literature
McClure Middle School PTSA August 2012 - Present
Harvard Club of Seattle January 2012 - Present
John Hay Partners Board June 2011 - June 2012
Queen Anne Cub Scouts January 2009 - June 2012
Neighborhood Schools Task Force March 2007 - June 2012
Harvard Club of Seattle January 2009 - January 2012
MIT Enterprise Forum of the Northwest February 2008 - June 2008
Coldwell Banker Bain May 2006 - August 2007
Fidelity Investments February 2002 - September 2005
Putnam Investments December 2001 - February 2002
Skills
Community Outreach, Consulting, Project Management, Coaching, Marketing, Leadership, Management, Program Management, Entrepreneurship, Microsoft Office, Quality Assurance, Business Analysis, Strategy, Public Speaking, Research, Start-ups, Fundraising, Teaching, CSS, Data Analysis, Nonprofits, Strategic Planning, Creative Direction, Management Consulting, Social Media, Public Relations, Marketing Strategy, Analysis, Leadership Development
Education
University of Washington 2008 — 2009
Project Management Certificate, Project Management
Harvard University 1980 — 1982
CSS, Business Administration
The University of Texas at Austin 1976 — 1978
BA, English Literature
Kath Holland's Fidelity Investments Experience 1995 - 2008
Job Landscape Designer at Blue Newt Landscape Designs
Industry Computer Software
Experience
Blue Newt Landscape Designs July 2006 - Present
NELDHA 2004 - 2010
Fidelity Investments 1995 - 2008
BankBoston 1990 - 1995
Skills
SDLC, Program Management, Project Management, Software Project..., Requirements Analysis, Business Analysis, Process Improvement, Visio, Project Planning, Analysis, Release Management, Sustainability, Risk Management, Landscaping, Landscape Design, Management, Leadership, Software Documentation, Quality Assurance, Vendor Management, Testing
Education
Landscape Institute of the Arnold Arboretum of Harvard University 2003 — 2006
Certificate, Landscape Design
Harvard University
AB, English and American Literature
Blue Newt Landscape Designs July 2006 - Present
NELDHA 2004 - 2010
Fidelity Investments 1995 - 2008
BankBoston 1990 - 1995
Skills
SDLC, Program Management, Project Management, Software Project..., Requirements Analysis, Business Analysis, Process Improvement, Visio, Project Planning, Analysis, Release Management, Sustainability, Risk Management, Landscaping, Landscape Design, Management, Leadership, Software Documentation, Quality Assurance, Vendor Management, Testing
Education
Landscape Institute of the Arnold Arboretum of Harvard University 2003 — 2006
Certificate, Landscape Design
Harvard University
AB, English and American Literature
Anamika Sengupta Anamika Sengupta's Fidelity Investments Experience April 2005 - February 2006
Job Manager, Customer Care at Cartera Commerce, Inc
Industry Marketing and Advertising
Experience
Cartera Commerce, Inc July 2015 - Present
Cartera Commerce, Inc October 2013 - Present
Cartera Commerce, Inc May 2012 - September 2013
Boston Basins Inc. May 2007 - December 2010
Fidelity Investments April 2005 - February 2006
Travizon September 2004 - April 2005
Student Universe January 2002 - September 2004
Jet Airways October 1998 - November 2000
Skills
Global Customer Service, Supervisory Skills, Call Centers, Customer Service, Customer Satisfaction, Customer Experience, Customer Retention, Outlook, Teamwork, Salesforce.com, Troubleshooting, Quality Assurance, Employee Training, Team Leadership, Management, Loyalty Programs, Customer Acquisition, E-commerce, Email Marketing, Lead Generation, Analytics, Account Management, CRM, Strategy
Education
Harvard University 2012 — 2014
Certificate in Strategic Management, Business Administration and Management, General
University of Massachusetts at Lowell 2001 — 2002
Certificate in Introduction to Software Technologies
Indian Institute of Social Welfare and Business Management(IISWBM) 1997 — 1998
Diploma in Travel and Tourism Management, Tourism and Travel Services Management
Calcutta University 1994 — 1997
Bachelor of Arts (B.A.), Philosophy
Cartera Commerce, Inc July 2015 - Present
Cartera Commerce, Inc October 2013 - Present
Cartera Commerce, Inc May 2012 - September 2013
Boston Basins Inc. May 2007 - December 2010
Fidelity Investments April 2005 - February 2006
Travizon September 2004 - April 2005
Student Universe January 2002 - September 2004
Jet Airways October 1998 - November 2000
Skills
Global Customer Service, Supervisory Skills, Call Centers, Customer Service, Customer Satisfaction, Customer Experience, Customer Retention, Outlook, Teamwork, Salesforce.com, Troubleshooting, Quality Assurance, Employee Training, Team Leadership, Management, Loyalty Programs, Customer Acquisition, E-commerce, Email Marketing, Lead Generation, Analytics, Account Management, CRM, Strategy
Education
Harvard University 2012 — 2014
Certificate in Strategic Management, Business Administration and Management, General
University of Massachusetts at Lowell 2001 — 2002
Certificate in Introduction to Software Technologies
Indian Institute of Social Welfare and Business Management(IISWBM) 1997 — 1998
Diploma in Travel and Tourism Management, Tourism and Travel Services Management
Calcutta University 1994 — 1997
Bachelor of Arts (B.A.), Philosophy
Tim Toscano Tim Toscano's Fidelity Investments Experience January 1990 - December 1999
Job Director, Content Strategy at MMB
Industry Marketing and Advertising
Experience
MMB May 2015 - Present
VSA Partners, Inc. May 2014 - May 2015
Freelancer September 2012 - May 2014
Wechsler Ross & Partners February 2012 - September 2012
Dimensional Fund Advisors November 2009 - February 2012
Freelance February 2009 - November 2009
Wechsler Ross & Partners January 2004 - February 2009
Bernstein Global Wealth Management June 2002 - January 2004
MFS Investment Management December 1999 - June 2002
Fidelity Investments January 1990 - December 1999
Skills
Integrated Marketing, Editing, Content Development, Research, Publishing, Usability Design, Information Architecture, Marketing Communications, Brand Development, Digital Strategy, Brand Strategy, Corporate Positioning, Product Naming, Email Marketing, Content Strategy, Copywriting, SEO, Corporate Communications, Usability Engineering, Thought Leadership, Brochures, Editorial, Marketing, Content Marketing, Corporate Branding, User Experience, Newsletters, User Interface Design, Creative Strategy, Strategy, Blogging, Internal Communications, Competitive Analysis, Digital Marketing
Education
Harvard University
Graduate Certificate in Publishing and Communications, Concentrations in journalism and business writing
University of Massachusetts, Amherst
Bachelor of Arts, Economics
MMB May 2015 - Present
VSA Partners, Inc. May 2014 - May 2015
Freelancer September 2012 - May 2014
Wechsler Ross & Partners February 2012 - September 2012
Dimensional Fund Advisors November 2009 - February 2012
Freelance February 2009 - November 2009
Wechsler Ross & Partners January 2004 - February 2009
Bernstein Global Wealth Management June 2002 - January 2004
MFS Investment Management December 1999 - June 2002
Fidelity Investments January 1990 - December 1999
Skills
Integrated Marketing, Editing, Content Development, Research, Publishing, Usability Design, Information Architecture, Marketing Communications, Brand Development, Digital Strategy, Brand Strategy, Corporate Positioning, Product Naming, Email Marketing, Content Strategy, Copywriting, SEO, Corporate Communications, Usability Engineering, Thought Leadership, Brochures, Editorial, Marketing, Content Marketing, Corporate Branding, User Experience, Newsletters, User Interface Design, Creative Strategy, Strategy, Blogging, Internal Communications, Competitive Analysis, Digital Marketing
Education
Harvard University
Graduate Certificate in Publishing and Communications, Concentrations in journalism and business writing
University of Massachusetts, Amherst
Bachelor of Arts, Economics
Jessica Paquette Jessica Paquette's Fidelity Investments Experience May 2015 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments May 2015 - Present
SunGard June 2013 - May 2015
Sapient Global Markets May 2012 - May 2013
Measured Progress November 2011 - May 2012
Genius Switch Studio April 2011 - November 2011
Fidelity Investments January 2008 - April 2011
Fidelity Investments November 2006 - January 2008
Skills
User Experience, Usability Testing, Information Architecture, Agile Methodologies, User Experience Design, User Interface Design, User-centered Design, Interaction Design, Business Analysis, Requirements Gathering, Web Design, Scrum, Agile Project Management, Usability, Wireframes, HTML 5, Axure, Visio, User Interface, Accessibility, Web Applications, JavaScript, User Scenarios, Information Design, Usability Engineering, Persona, Human Computer..., Experience Design, User Stories, Front-end, Mobile Applications
Education
Harvard University 2009 — 2011
ALM, Management
Stonehill College 2002 — 2006
Bachelor of Science, Business Administration
Fidelity Investments May 2015 - Present
SunGard June 2013 - May 2015
Sapient Global Markets May 2012 - May 2013
Measured Progress November 2011 - May 2012
Genius Switch Studio April 2011 - November 2011
Fidelity Investments January 2008 - April 2011
Fidelity Investments November 2006 - January 2008
Skills
User Experience, Usability Testing, Information Architecture, Agile Methodologies, User Experience Design, User Interface Design, User-centered Design, Interaction Design, Business Analysis, Requirements Gathering, Web Design, Scrum, Agile Project Management, Usability, Wireframes, HTML 5, Axure, Visio, User Interface, Accessibility, Web Applications, JavaScript, User Scenarios, Information Design, Usability Engineering, Persona, Human Computer..., Experience Design, User Stories, Front-end, Mobile Applications
Education
Harvard University 2009 — 2011
ALM, Management
Stonehill College 2002 — 2006
Bachelor of Science, Business Administration
Robert MacIntosh Robert MacIntosh's Fidelity Investments Experience 1986 - 1991
Job Board Director, Mutual Fund Trustee, and Economist
Industry Investment Management
Experience
QIEF Management Corp. 2011 - Present
Several Non-Profits 1988 - Present
Gerson Lehrman Group (GLG) 2012 - Present
Eaton Vance 2005 - 2010
Eaton Vance 1993 - 2010
Eaton Vance 1991 - 2005
Fidelity Investments 1986 - 1991
Fidelity Investments 1985 - 1986
Fidelity Investments 1983 - 1985
Skills
Fixed Income, Mutual Funds, Investments, Closed-end Funds, Investment Strategies, Endowments, Investment Advisory, Portfolios, Bonds, Portfolio Management, Fixed Income Research, Asset Allocation, Trading, Economics, Asset Management, Asset Managment, Fixed Income Analysis, Investment Management, Board of Director..., Alternative Investments, Board of Directors, Financial Services, Separately Managed..., Finance, Capital Markets, Valuation, Hedge Funds
Education
The Tuck School of Business at Dartmouth 1981 — 1983
M.B.A., Finance
Harvard University 1975 — 1979
A.B., Economics
QIEF Management Corp. 2011 - Present
Several Non-Profits 1988 - Present
Gerson Lehrman Group (GLG) 2012 - Present
Eaton Vance 2005 - 2010
Eaton Vance 1993 - 2010
Eaton Vance 1991 - 2005
Fidelity Investments 1986 - 1991
Fidelity Investments 1985 - 1986
Fidelity Investments 1983 - 1985
Skills
Fixed Income, Mutual Funds, Investments, Closed-end Funds, Investment Strategies, Endowments, Investment Advisory, Portfolios, Bonds, Portfolio Management, Fixed Income Research, Asset Allocation, Trading, Economics, Asset Management, Asset Managment, Fixed Income Analysis, Investment Management, Board of Director..., Alternative Investments, Board of Directors, Financial Services, Separately Managed..., Finance, Capital Markets, Valuation, Hedge Funds
Education
The Tuck School of Business at Dartmouth 1981 — 1983
M.B.A., Finance
Harvard University 1975 — 1979
A.B., Economics
Tim Oey's Fidelity Investments Experience 1986 - 1989
Job Sr Program Manager @ Silver Spring Networks
Industry Computer Software
Experience
Silver Spring Networks January 2010 - Present
American Youth Soccer Organization 2000 - Present
Friends of Stevens Creek Trail 2009 - Present
Stevens Creek Trail Citizens Working Group 2012 - Present
Adobe Systems August 2008 - January 2010
Adobe Systems April 2006 - August 2008
Adobe Systems April 1998 - April 2006
Sun Microsystems 1997 - 1998
Apple Computer 1989 - 1997
Fidelity Investments 1986 - 1989
Skills
Program Management, Product Management, Product Development, Databases, Project Management, Intellectual Property, Software Development..., Document Management, Copyright Law, Trademarks, Software Development, Soccer, Integration, Process Improvement, Software Project..., Testing, User Experience, Management, Cross-functional Team..., Adobe Acrobat, Analytics, SaaS, Change Management, Scrum, Strategy, Business Process..., Training, System Architecture, Agile Project Management, Mobile Devices, Enterprise Software, Cloud Computing, MS Project, Strategic Partnerships, Requirements Analysis, Project Portfolio..., Product Marketing, Quality Assurance, E-commerce, Networking, CRM, Consulting, Leadership, AYSO, Coaching, FileMaker, Bicycling, Sustainability, Online Moderation, Community Building
Education
Harvard University
B.A., Chemistry
Silver Spring Networks January 2010 - Present
American Youth Soccer Organization 2000 - Present
Friends of Stevens Creek Trail 2009 - Present
Stevens Creek Trail Citizens Working Group 2012 - Present
Adobe Systems August 2008 - January 2010
Adobe Systems April 2006 - August 2008
Adobe Systems April 1998 - April 2006
Sun Microsystems 1997 - 1998
Apple Computer 1989 - 1997
Fidelity Investments 1986 - 1989
Skills
Program Management, Product Management, Product Development, Databases, Project Management, Intellectual Property, Software Development..., Document Management, Copyright Law, Trademarks, Software Development, Soccer, Integration, Process Improvement, Software Project..., Testing, User Experience, Management, Cross-functional Team..., Adobe Acrobat, Analytics, SaaS, Change Management, Scrum, Strategy, Business Process..., Training, System Architecture, Agile Project Management, Mobile Devices, Enterprise Software, Cloud Computing, MS Project, Strategic Partnerships, Requirements Analysis, Project Portfolio..., Product Marketing, Quality Assurance, E-commerce, Networking, CRM, Consulting, Leadership, AYSO, Coaching, FileMaker, Bicycling, Sustainability, Online Moderation, Community Building
Education
Harvard University
B.A., Chemistry
Dika Nasution's Fidelity Investments Experience July 2012 - Present
Job Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2012 - Present
Delaware Exaserv February 2012 - July 2012
First Rate, Inc April 2009 - January 2012
Skills
Oracle PL/SQL..., C#, Silverlight, Java, Spring, Python, WebFOCUS, SAP IM, OpenText Extended ECM, OpenText Content Server, C++, Assembly Language, Haskell, Microsoft SQL Server, MySQL, HTML, JavaScript, PHP, Service Oriented..., XML, iBatis, Unix
Education
Harvard University 2013 — 2015
Master's degree, Software Engineering
The University of Texas at Arlington 2007 — 2011
Bachelor of Science (BS), Software Engineering
Fidelity Investments July 2012 - Present
Delaware Exaserv February 2012 - July 2012
First Rate, Inc April 2009 - January 2012
Skills
Oracle PL/SQL..., C#, Silverlight, Java, Spring, Python, WebFOCUS, SAP IM, OpenText Extended ECM, OpenText Content Server, C++, Assembly Language, Haskell, Microsoft SQL Server, MySQL, HTML, JavaScript, PHP, Service Oriented..., XML, iBatis, Unix
Education
Harvard University 2013 — 2015
Master's degree, Software Engineering
The University of Texas at Arlington 2007 — 2011
Bachelor of Science (BS), Software Engineering
Aubrie Pagano's Fidelity Investments Experience June 2011 - May 2012
Job CEO + Creative Director at Bow & Drape
Industry Retail
Experience
Bow & Drape May 2012 - Present
Fidelity Investments June 2011 - May 2012
Fidelity Investments June 2010 - June 2011
Fidelity Investments June 2008 - June 2010
Skills
Start-ups, Entrepreneurship, Financial Analysis, Business Strategy, Strategy, Management Consulting, Management, Project Management, Product Development, Marketing, Analytics, Project Planning, E-commerce, Retail, Training, Finance, Strategic Planning, Competitive Analysis
Education
Harvard University 2004 — 2008
B.A., History & Literature, Cum Laude
Bow & Drape May 2012 - Present
Fidelity Investments June 2011 - May 2012
Fidelity Investments June 2010 - June 2011
Fidelity Investments June 2008 - June 2010
Skills
Start-ups, Entrepreneurship, Financial Analysis, Business Strategy, Strategy, Management Consulting, Management, Project Management, Product Development, Marketing, Analytics, Project Planning, E-commerce, Retail, Training, Finance, Strategic Planning, Competitive Analysis
Education
Harvard University 2004 — 2008
B.A., History & Literature, Cum Laude
Terry DeWitt Terry DeWitt's Fidelity Investments Experience 2004 - 2009
Job Marketing & Communications Leader: Higher Education Consumer Brands Mission Driven Organizations
Industry Consumer Services
Experience
MIT Sloan School of Management 2012 - 2015
Marketing Consulting 2010 - 2012
Fidelity Investments 2004 - 2009
Harvard Business School Publishing 2001 - 2003
L.L. Bean 1998 - 2000
LL Bean 1994 - 1998
Weight Watchers 1991 - 1994
State Street Capital 1989 - 1991
Bank of Boston (Bank of America) 1986 - 1987
Skills
Marketing Communications, Marketing Strategy, Direct Marketing, Brand Development, Online Marketing, Product Management, Product Marketing, Merchandising, Strategic Planning, Creative Development, Strategy Development, Lifestyle Marketing, Web Development, Organizational..., Marketing, Leadership, Social Media, Business Development, Advertising, E-commerce, Copywriting, Strategic Communications, Business Strategy, Management, Finance
Education
The Tuck School of Business at Dartmouth 1987 — 1989
MBA, Marketing and Finance
Harvard University 1981 — 1985
A.B., magna cum laude with highest honors
MIT Sloan School of Management 2012 - 2015
Marketing Consulting 2010 - 2012
Fidelity Investments 2004 - 2009
Harvard Business School Publishing 2001 - 2003
L.L. Bean 1998 - 2000
LL Bean 1994 - 1998
Weight Watchers 1991 - 1994
State Street Capital 1989 - 1991
Bank of Boston (Bank of America) 1986 - 1987
Skills
Marketing Communications, Marketing Strategy, Direct Marketing, Brand Development, Online Marketing, Product Management, Product Marketing, Merchandising, Strategic Planning, Creative Development, Strategy Development, Lifestyle Marketing, Web Development, Organizational..., Marketing, Leadership, Social Media, Business Development, Advertising, E-commerce, Copywriting, Strategic Communications, Business Strategy, Management, Finance
Education
The Tuck School of Business at Dartmouth 1987 — 1989
MBA, Marketing and Finance
Harvard University 1981 — 1985
A.B., magna cum laude with highest honors
Walter Joyce Walter Joyce's Fidelity Investments Experience February 2000 - December 2001
Job Software Licensing Specialist and Export Compliance Liaison at GDC4S
Industry Government Relations
Experience
General Dynamics August 2008 - Present
Walter Joyce January 2001 - October 2012
George Warshaw & Associates April 2004 - August 2008
Walter T. Joyce, Attorney-at-Law March 2001 - August 2008
Nimbit 2008 - 2008
Update Legal 2007 - 2008
Technicolor Lounge, Inc. March 2004 - January 2007
Shiboomi 2003 - 2004
Fidelity Investments February 2000 - December 2001
Skills
Software Licensing, Negotiation, Music Licensing, Licensing, Contract Negotiation, Export Control..., Project Management, Legal Writing, Drafting Agreements, Intellectual Property
Education
Northeastern University School of Law 1996 — 1999
JD, Law
Harvard University 1992 — 1996
ALB, Extension Studies concentration in American Constitutional Law and History
The Culinary Institute of America 1978 — 1980
AOS, Culinary Arts
Worcester Academy 1970 — 1974
High School Diploma
General Dynamics August 2008 - Present
Walter Joyce January 2001 - October 2012
George Warshaw & Associates April 2004 - August 2008
Walter T. Joyce, Attorney-at-Law March 2001 - August 2008
Nimbit 2008 - 2008
Update Legal 2007 - 2008
Technicolor Lounge, Inc. March 2004 - January 2007
Shiboomi 2003 - 2004
Fidelity Investments February 2000 - December 2001
Skills
Software Licensing, Negotiation, Music Licensing, Licensing, Contract Negotiation, Export Control..., Project Management, Legal Writing, Drafting Agreements, Intellectual Property
Education
Northeastern University School of Law 1996 — 1999
JD, Law
Harvard University 1992 — 1996
ALB, Extension Studies concentration in American Constitutional Law and History
The Culinary Institute of America 1978 — 1980
AOS, Culinary Arts
Worcester Academy 1970 — 1974
High School Diploma
Emily Trang's Fidelity Investments Experience June 2014 - August 2014
Job Intrapreneur Lab Intern at Fidelity Investments
Industry Marketing and Advertising
Experience
GrabTaxi June 2015 - Present
Darwin's Ltd September 2014 - December 2014
Harvard University October 2012 - December 2014
Fidelity Investments June 2014 - August 2014
Clover Food Lab September 2013 - February 2014
Capital Group June 2013 - August 2013
Skills
Microsoft Office, Nonprofits, Public Speaking, Research, PowerPoint, Community Outreach, Event Planning, Data Analysis, Microsoft Excel, Editing, Teaching
Education
Harvard University 2012 — 2016
Bachelor's degree, Economics
GrabTaxi June 2015 - Present
Darwin's Ltd September 2014 - December 2014
Harvard University October 2012 - December 2014
Fidelity Investments June 2014 - August 2014
Clover Food Lab September 2013 - February 2014
Capital Group June 2013 - August 2013
Skills
Microsoft Office, Nonprofits, Public Speaking, Research, PowerPoint, Community Outreach, Event Planning, Data Analysis, Microsoft Excel, Editing, Teaching
Education
Harvard University 2012 — 2016
Bachelor's degree, Economics
Vikrant Rajput's Fidelity Investments Experience 2003 - 2007
Job Director, Global HRIS & Workforce Analytics
Industry Information Technology and Services
Experience
Ansell Healthcare October 2012 - Present
Sumitomo Mitsui Banking Corporation January 2008 - August 2012
Infosys July 2001 - January 2007
AmeriCredit 2007 - 2007
RealNetworks 2007 - 2007
Fidelity Investments 2003 - 2007
Skills
Requirements Analysis, Oracle E-Business Suite, HRIS, Business Analysis, Process Engineering, Project Portfolio..., Program Management, Business Process, Integration, ERP, Project Management, Management, Strategy, Human Resources, Oracle, Product Management, Analysis, Oracle Applications, Software Project..., Process Improvement, Requirements Gathering, Vendor Management, Management Consulting, OBIEE, IT Strategy, User Acceptance Testing, Business Process..., Business Intelligence, Consulting, Payroll, Oracle HR, PMP, SDLC, Talent Management, Business Transformation, Solution Architecture, Change Management, Enterprise Software, CRM, Leadership, Pre-sales, SharePoint, Outsourcing
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Business
Indian Institute of Technology (Banaras Hindu University), Varanasi 1997 — 2001
B.Tech, Ceramics
Harvard University 2005 — 2005
CSS - Project Management of Information Technology, Project Management
Project Management Institute (PMI)
PMP, Project Management
Ansell Healthcare October 2012 - Present
Sumitomo Mitsui Banking Corporation January 2008 - August 2012
Infosys July 2001 - January 2007
AmeriCredit 2007 - 2007
RealNetworks 2007 - 2007
Fidelity Investments 2003 - 2007
Skills
Requirements Analysis, Oracle E-Business Suite, HRIS, Business Analysis, Process Engineering, Project Portfolio..., Program Management, Business Process, Integration, ERP, Project Management, Management, Strategy, Human Resources, Oracle, Product Management, Analysis, Oracle Applications, Software Project..., Process Improvement, Requirements Gathering, Vendor Management, Management Consulting, OBIEE, IT Strategy, User Acceptance Testing, Business Process..., Business Intelligence, Consulting, Payroll, Oracle HR, PMP, SDLC, Talent Management, Business Transformation, Solution Architecture, Change Management, Enterprise Software, CRM, Leadership, Pre-sales, SharePoint, Outsourcing
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Business
Indian Institute of Technology (Banaras Hindu University), Varanasi 1997 — 2001
B.Tech, Ceramics
Harvard University 2005 — 2005
CSS - Project Management of Information Technology, Project Management
Project Management Institute (PMI)
PMP, Project Management
Dan McGeary's Fidelity Investments Experience June 2009 - August 2009
Job Production
Industry Entertainment
Experience
Homerun Entertainment February 2013 - Present
Divulge Magazine March 2013 - July 2013
Merrill and McGeary September 2011 - January 2013
Cleveland Cavaliers August 2010 - August 2011
Fidelity Investments June 2009 - August 2009
Boston Red Sox June 2008 - August 2008
Skills
Event Planning, Sports Management, Sports, Sponsorship, Sports Marketing, Social Media
Education
Harvard University 2007 — 2010
BA, History
Northfield Mount Hermon School 2005 — 2006
The Roxbury Latin School 1999 — 2005
Homerun Entertainment February 2013 - Present
Divulge Magazine March 2013 - July 2013
Merrill and McGeary September 2011 - January 2013
Cleveland Cavaliers August 2010 - August 2011
Fidelity Investments June 2009 - August 2009
Boston Red Sox June 2008 - August 2008
Skills
Event Planning, Sports Management, Sports, Sponsorship, Sports Marketing, Social Media
Education
Harvard University 2007 — 2010
BA, History
Northfield Mount Hermon School 2005 — 2006
The Roxbury Latin School 1999 — 2005
JB Monu's Fidelity Investments Experience June 2009 - August 2009
Job Coordinator at Endemol Shine North America
Industry Entertainment
Experience
Endemol Shine North America February 2015 - Present
Creative Artists Agency January 2013 - February 2015
Creative Artists Agency July 2011 - December 2012
Creative Artists Agency August 2010 - July 2011
Creative Artists Agency July 2010 - August 2010
Fidelity Investments June 2009 - August 2009
Verizon Wireless May 2008 - August 2008
Skills
Public Relations, Television, Marketing, Entertainment, Social Media, Facebook, Digital Media, Event Planning, Social Media Marketing, Research, Microsoft Office, Editing, Social Networking
Education
Harvard University 2006 — 2010
Bachelor's, Economics, Sociology
Endemol Shine North America February 2015 - Present
Creative Artists Agency January 2013 - February 2015
Creative Artists Agency July 2011 - December 2012
Creative Artists Agency August 2010 - July 2011
Creative Artists Agency July 2010 - August 2010
Fidelity Investments June 2009 - August 2009
Verizon Wireless May 2008 - August 2008
Skills
Public Relations, Television, Marketing, Entertainment, Social Media, Facebook, Digital Media, Event Planning, Social Media Marketing, Research, Microsoft Office, Editing, Social Networking
Education
Harvard University 2006 — 2010
Bachelor's, Economics, Sociology
Cathy Kleinbart Cathy Kleinbart's Fidelity Investments Experience 1995 - 2002
Job
Industry Financial Services
Experience
Fidelity Investments 1995 - 2002
State Street Bank 1992 - 1994
Skills
Competitive Analysis, Cross-functional Team..., Product Management, Market Research, Direct Marketing, Thought Leadership, Digital Strategy, Brand Development, Business Development, Leadership, Marketing, Customer Experience, Relationship Management, Analytics, Storytelling, Presentations, Public Relations, Analysis, Mergers & Acquisitions, Strategy, Advertising, CRM, Strategic Partnerships, Start-ups, Lead Generation, Marketing Strategy, Leadership Development, Portfolio Management, Investments, Entrepreneurship, Finance, Strategic Planning, Executive Management
Education
Northeastern University
B.A., Political Science, History, Journalism
Harvard University
Currently Enrolled, Botany/Plant Biology
Wharton School, Continuing Ed 2000 — 2001
Continuing Education, Business/Finance
Harvard, Continuing Ed 1998 — 2000
Business Administration and Management, General
Fidelity Investments 1995 - 2002
State Street Bank 1992 - 1994
Skills
Competitive Analysis, Cross-functional Team..., Product Management, Market Research, Direct Marketing, Thought Leadership, Digital Strategy, Brand Development, Business Development, Leadership, Marketing, Customer Experience, Relationship Management, Analytics, Storytelling, Presentations, Public Relations, Analysis, Mergers & Acquisitions, Strategy, Advertising, CRM, Strategic Partnerships, Start-ups, Lead Generation, Marketing Strategy, Leadership Development, Portfolio Management, Investments, Entrepreneurship, Finance, Strategic Planning, Executive Management
Education
Northeastern University
B.A., Political Science, History, Journalism
Harvard University
Currently Enrolled, Botany/Plant Biology
Wharton School, Continuing Ed 2000 — 2001
Continuing Education, Business/Finance
Harvard, Continuing Ed 1998 — 2000
Business Administration and Management, General
Luke Murphy Baran's Fidelity Investments Experience May 2010 - August 2010
Job MBA Candidate at UC Berkeley Haas School of Business
Industry Management Consulting
Experience
Morgan Stanley Wealth Management June 2011 - June 2015
Fidelity Investments May 2010 - August 2010
Long Beach Township Beach Patrol June 2004 - August 2010
Alternative Investment Management, LLC June 2009 - January 2010
Skills
Bloomberg, Fixed Income, Economics, Capital Markets, Investments, Stata, Microsoft Office, Bloomberg Terminal, Spanish, Finance, Series 7, Series 63, Securities, Municipal Bonds, Sales Presentations, Microsoft Excel, MS Excel Pivot Tables, Portfolio Management
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (MBA)
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Economics Concentration, Spanish Citation
La Universidad de Sevilla 2009 — 2009
Spanish Language & Society
Westfield High School 2003 — 2007
Morgan Stanley Wealth Management June 2011 - June 2015
Fidelity Investments May 2010 - August 2010
Long Beach Township Beach Patrol June 2004 - August 2010
Alternative Investment Management, LLC June 2009 - January 2010
Skills
Bloomberg, Fixed Income, Economics, Capital Markets, Investments, Stata, Microsoft Office, Bloomberg Terminal, Spanish, Finance, Series 7, Series 63, Securities, Municipal Bonds, Sales Presentations, Microsoft Excel, MS Excel Pivot Tables, Portfolio Management
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (MBA)
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Economics Concentration, Spanish Citation
La Universidad de Sevilla 2009 — 2009
Spanish Language & Society
Westfield High School 2003 — 2007
Saroosh Irani Saroosh Irani's Fidelity Investments Experience December 1998 - March 1999
Job Infor Consulting Service Project Director
Industry Information Technology and Services
Experience
Infor May 2014 - May 2015
Velocity Technology Solutions October 2011 - March 2014
Lawson Software March 1999 - August 2011
Fidelity Investments December 1998 - March 1999
Citi February 1995 - August 1998
Superlex / ESPN Trading January 1991 - February 1995
Superlex Trading January 1994 - January 1995
Superlex Trading January 1993 - January 1994
AskMe Enterprise January 1991 - January 1993
Skills
Healthcare Information..., IT Management
Education
Harvard University 2012 — 2016
Master's degree., Business Administration and Management, General, Management
Brihan Maharashtra College of Commerce (BMCC)
Masters of Commerce, Marketing and Finance
Indsearch Institute of Management
Diploma, Marketing Management
Symbiosis institute of Management Studies
Bachelor's Degree, Economics and Management
Infor May 2014 - May 2015
Velocity Technology Solutions October 2011 - March 2014
Lawson Software March 1999 - August 2011
Fidelity Investments December 1998 - March 1999
Citi February 1995 - August 1998
Superlex / ESPN Trading January 1991 - February 1995
Superlex Trading January 1994 - January 1995
Superlex Trading January 1993 - January 1994
AskMe Enterprise January 1991 - January 1993
Skills
Healthcare Information..., IT Management
Education
Harvard University 2012 — 2016
Master's degree., Business Administration and Management, General, Management
Brihan Maharashtra College of Commerce (BMCC)
Masters of Commerce, Marketing and Finance
Indsearch Institute of Management
Diploma, Marketing Management
Symbiosis institute of Management Studies
Bachelor's Degree, Economics and Management
Laura Ruhe's Fidelity Investments Experience 1986 - 1987
Job SVP, Director of Sales Strategy, Operations, and Marketing
Industry Financial Services
Experience
FactSet Research September 2007 - Present
FactSet Research Systems September 2000 - August 2007
FactSet Research March 1991 - 2000
Shawmut Bank 1989 - 1991
Fidelity Investments 1986 - 1987
Skills
Equities, Financial Services, Portfolio Management, Strategy, Leadership, Management, Strategic Planning, Financial Modeling, Asset Management, Financial Markets
Education
Harvard University 1982 — 1986
Milton Academy 1982 — 1986
FactSet Research September 2007 - Present
FactSet Research Systems September 2000 - August 2007
FactSet Research March 1991 - 2000
Shawmut Bank 1989 - 1991
Fidelity Investments 1986 - 1987
Skills
Equities, Financial Services, Portfolio Management, Strategy, Leadership, Management, Strategic Planning, Financial Modeling, Asset Management, Financial Markets
Education
Harvard University 1982 — 1986
Milton Academy 1982 — 1986
David Valek's Fidelity Investments Experience February 2013 - September 2013
Job Financial Planning & Analysis Associate at athenahealth
Industry Financial Services
Experience
athenahealth July 2014 - Present
athenahealth July 2014 - Present
Fidelity Investments February 2013 - September 2013
Fidelity Investments October 2012 - January 2013
Harvard Management Company June 2012 - August 2012
State Street June 2011 - August 2011
Skills
Economics, Stata, Due Diligence, Microsoft Office, Statistics, Bloomberg Terminal, Product Management, Product Development, Financial Analysis, Financial Modeling, Investments, Strategy, Valuation, Research, Microsoft Word, Microsoft Excel, Data Analysis
Education
Harvard University 2009 — 2014
Bachelor of Arts (BA), Economics/ Psychology
Harvard University
athenahealth July 2014 - Present
athenahealth July 2014 - Present
Fidelity Investments February 2013 - September 2013
Fidelity Investments October 2012 - January 2013
Harvard Management Company June 2012 - August 2012
State Street June 2011 - August 2011
Skills
Economics, Stata, Due Diligence, Microsoft Office, Statistics, Bloomberg Terminal, Product Management, Product Development, Financial Analysis, Financial Modeling, Investments, Strategy, Valuation, Research, Microsoft Word, Microsoft Excel, Data Analysis
Education
Harvard University 2009 — 2014
Bachelor of Arts (BA), Economics/ Psychology
Harvard University
Omar Abdelsamad Omar Abdelsamad's Fidelity Investments Experience 2008 - 2008
Job Senior Product Manager Intern at Amazon; MBA Candidate at Tuck School of Business at Dartmouth College
Industry Management Consulting
Experience
Amazon June 2015 - Present
Tuck School of Business at Dartmouth College August 2014 - Present
CVS Caremark Corporation September 2012 - July 2014
Stax Inc. February 2012 - August 2012
Stax Inc. July 2010 - January 2012
Start Up June 2009 - February 2010
Fidelity Investments 2008 - 2008
Skills
Market Analysis, Product Development, Research, Analysis, Management Consulting, Business Strategy, Market Research, Start-ups, Strategic Planning, Due Diligence, Strategy, Management, Data Analysis
Education
The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Harvard University 2005 — 2009
A.B.
Amazon June 2015 - Present
Tuck School of Business at Dartmouth College August 2014 - Present
CVS Caremark Corporation September 2012 - July 2014
Stax Inc. February 2012 - August 2012
Stax Inc. July 2010 - January 2012
Start Up June 2009 - February 2010
Fidelity Investments 2008 - 2008
Skills
Market Analysis, Product Development, Research, Analysis, Management Consulting, Business Strategy, Market Research, Start-ups, Strategic Planning, Due Diligence, Strategy, Management, Data Analysis
Education
The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Harvard University 2005 — 2009
A.B.
Carl H. White, Jr. Carl H. White, Jr.'s Fidelity Investments Experience December 1986 - February 1993
Job Due to family circumstances, I brought in a successor for my practice.. at Early Retirement
Industry Financial Services
Experience
Early Retirement June 2011 - Present
Edward Jones February 2007 - April 2011
Advest, Inc. September 1998 - February 2007
The Ohio Company February 1993 - 1998
Fidelity Investments December 1986 - February 1993
Skills
Retirement Planning, Finance, Strategic Financial..., Financial Analysis, Wealth Management, Retirement, Financial Modeling, Asset Management, Banking, Securities, Investment Strategies, Options Strategies, Regional Leader
Education
Harvard University 2003 — 2005
CE credit, Accredited Asset Management Specialist, Investment Advisor, Branch Manager, Undergraduate degree in Miami University; professional classes at Harvard.
Miami University 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Early Retirement June 2011 - Present
Edward Jones February 2007 - April 2011
Advest, Inc. September 1998 - February 2007
The Ohio Company February 1993 - 1998
Fidelity Investments December 1986 - February 1993
Skills
Retirement Planning, Finance, Strategic Financial..., Financial Analysis, Wealth Management, Retirement, Financial Modeling, Asset Management, Banking, Securities, Investment Strategies, Options Strategies, Regional Leader
Education
Harvard University 2003 — 2005
CE credit, Accredited Asset Management Specialist, Investment Advisor, Branch Manager, Undergraduate degree in Miami University; professional classes at Harvard.
Miami University 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Kevin Pohler's Fidelity Investments Experience May 2011 - August 2011
Job Associate at Pearl Energy Investments
Industry Venture Capital & Private Equity
Experience
Pearl Energy Investments June 2015 - Present
Goldman Sachs July 2014 - June 2015
Goldman Sachs June 2013 - August 2013
Bain & Company August 2012 - August 2012
Goldman Sachs May 2012 - August 2012
Fidelity Investments May 2011 - August 2011
Revolution Prep May 2011 - August 2011
Harvard College Library January 2009 - June 2011
Ivy Insiders May 2010 - September 2010
Skills
Investment Banking, Financial Modeling, Economics, Econometrics, Statistics, Spanish, Entrepreneurship, Stata, Data Analysis, Leadership, Research, R, Microsoft Excel, PowerPoint, Microsoft Office, Valuation, Financial Analysis, Corporate Finance
Education
Harvard University 2009 — 2014
Bachelor's Degree, Economics
Fort Worth Country Day School 2004 — 2009
High School
Pearl Energy Investments June 2015 - Present
Goldman Sachs July 2014 - June 2015
Goldman Sachs June 2013 - August 2013
Bain & Company August 2012 - August 2012
Goldman Sachs May 2012 - August 2012
Fidelity Investments May 2011 - August 2011
Revolution Prep May 2011 - August 2011
Harvard College Library January 2009 - June 2011
Ivy Insiders May 2010 - September 2010
Skills
Investment Banking, Financial Modeling, Economics, Econometrics, Statistics, Spanish, Entrepreneurship, Stata, Data Analysis, Leadership, Research, R, Microsoft Excel, PowerPoint, Microsoft Office, Valuation, Financial Analysis, Corporate Finance
Education
Harvard University 2009 — 2014
Bachelor's Degree, Economics
Fort Worth Country Day School 2004 — 2009
High School
Linda Wei Linda Wei's Fidelity Investments Experience June 2014 - August 2014
Job Investment Banking Summer Analyst at Goldman Sachs
Industry
Experience
Goldman Sachs June 2015 - Present
Harvard Undergraduate Women in Business January 2013 - January 2015
Fidelity Investments June 2014 - August 2014
Harvard Business School January 2014 - May 2014
Dominion Bond Rating Service June 2013 - August 2013
Harvard Public Affairs and Communications May 2012 - August 2012
Skills
Research, Social Media, Analysis, Marketing, Strategy, Data Analysis, Spanish, Google Analytics, Editing, Teaching, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning
Education
Harvard University 2012 — 2016
Bachelor's degree, Psychology
New England Conservatory of Music 2012 — 2017
Master of Music (MM), Classical Saxophone Performance
Danish Institute for Study Abroad
Semester Abroad, Clinical Psychology
Royal Danish Academy of Music
Semester Abroad, Classical Saxophone
Goldman Sachs June 2015 - Present
Harvard Undergraduate Women in Business January 2013 - January 2015
Fidelity Investments June 2014 - August 2014
Harvard Business School January 2014 - May 2014
Dominion Bond Rating Service June 2013 - August 2013
Harvard Public Affairs and Communications May 2012 - August 2012
Skills
Research, Social Media, Analysis, Marketing, Strategy, Data Analysis, Spanish, Google Analytics, Editing, Teaching, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning
Education
Harvard University 2012 — 2016
Bachelor's degree, Psychology
New England Conservatory of Music 2012 — 2017
Master of Music (MM), Classical Saxophone Performance
Danish Institute for Study Abroad
Semester Abroad, Clinical Psychology
Royal Danish Academy of Music
Semester Abroad, Classical Saxophone
Diane Mullen's Fidelity Investments Experience September 1998 - October 2002
Job Senior Director, Segment Marketing at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank September 2013 - Present
Silicon Valley Bank April 2011 - September 2013
Mats Inc. 2006 - 2009
Mats Inc. 2004 - 2006
Fidelity Investments September 1998 - October 2002
Oliver Wyman September 1990 - September 1998
Credit Lyonnais 1988 - 1990
Skills
Project Management, Business Planning, Budgets, Business Case, Executive Reporting, Marketing Strategy, Strategic Planning, Analytics, Segmentation, Market Research, Marketing, Product Development, Cross-functional Team..., Start-ups, Business Development, New Business Development, Leadership, Management, Strategy, Competitive Analysis, CRM
Education
Harvard University 1984 — 1988
B.A., Economics
Silicon Valley Bank September 2013 - Present
Silicon Valley Bank April 2011 - September 2013
Mats Inc. 2006 - 2009
Mats Inc. 2004 - 2006
Fidelity Investments September 1998 - October 2002
Oliver Wyman September 1990 - September 1998
Credit Lyonnais 1988 - 1990
Skills
Project Management, Business Planning, Budgets, Business Case, Executive Reporting, Marketing Strategy, Strategic Planning, Analytics, Segmentation, Market Research, Marketing, Product Development, Cross-functional Team..., Start-ups, Business Development, New Business Development, Leadership, Management, Strategy, Competitive Analysis, CRM
Education
Harvard University 1984 — 1988
B.A., Economics
Bill Madden Bill Madden's Fidelity Investments Experience 2006 - 2009
Job
Industry Venture Capital & Private Equity
Experience
US Trust, Bank of America Private Wealth Management July 2015 - Present
iFunding May 2014 - December 2014
Goldman Sachs May 2011 - April 2014
Vertex Pharmaceuticals 2009 - 2011
Fidelity Investments 2006 - 2009
McKinsey & Company 2003 - 2006
United States Marine Corps 1994 - 1999
Skills
Leadership, Management, Strategy, Private Equity, Asset Management, Hedge Funds, Strategic Planning, Investment Banking, Start-ups, Real Estate Development, Alternative Investments, Business Strategy, Financial Modeling, Valuation, Mutual Funds, Due Diligence, Networking, Bloomberg, Management Consulting, Venture Capital, Real Estate, Fixed Income, Marketing Strategy, Investment Properties
Education
The Tuck School of Business at Dartmouth 2001 — 2003
MBA, Business
Harvard College 1990 — 1994
BA, Government
Swampscott High School
US Trust, Bank of America Private Wealth Management July 2015 - Present
iFunding May 2014 - December 2014
Goldman Sachs May 2011 - April 2014
Vertex Pharmaceuticals 2009 - 2011
Fidelity Investments 2006 - 2009
McKinsey & Company 2003 - 2006
United States Marine Corps 1994 - 1999
Skills
Leadership, Management, Strategy, Private Equity, Asset Management, Hedge Funds, Strategic Planning, Investment Banking, Start-ups, Real Estate Development, Alternative Investments, Business Strategy, Financial Modeling, Valuation, Mutual Funds, Due Diligence, Networking, Bloomberg, Management Consulting, Venture Capital, Real Estate, Fixed Income, Marketing Strategy, Investment Properties
Education
The Tuck School of Business at Dartmouth 2001 — 2003
MBA, Business
Harvard College 1990 — 1994
BA, Government
Swampscott High School
John Karafotis's Fidelity Investments Experience July 1996 - Present
Job Director of Capacity Planning, Fidelity Investments
Industry Financial Services
Experience
FIDELITY INVESTMENTS July 1996 - Present
MEDITECH October 1990 - July 1996
Education
Harvard University 1982 — 1987
FIDELITY INVESTMENTS July 1996 - Present
MEDITECH October 1990 - July 1996
Education
Harvard University 1982 — 1987
Cynthia Robinson Cynthia Robinson's Fidelity Investments Experience 1993 - 2003
Job Research Director, Global Research Services at Bain Capital
Industry Venture Capital & Private Equity
Experience
Bain Capital 2011 - Present
Crowninshield Financial Research, LLC 2010 - 2011
Babson College 2003 - 2010
Babson College 2003 - 2007
Fidelity Investments 1993 - 2003
Skills
Private Equity, Equities, Business Development, Management Consulting, Investments, Finance
Education
Simmons College
Master's Degree
Harvard University
Bachelor's Degree
Bain Capital 2011 - Present
Crowninshield Financial Research, LLC 2010 - 2011
Babson College 2003 - 2010
Babson College 2003 - 2007
Fidelity Investments 1993 - 2003
Skills
Private Equity, Equities, Business Development, Management Consulting, Investments, Finance
Education
Simmons College
Master's Degree
Harvard University
Bachelor's Degree
Jarred Graves's Fidelity Investments Experience August 2002 - May 2005
Job
Industry Facilities Services
Experience
Harvard University November 2014 - Present
Harvard University May 2005 - Present
Fidelity Investments August 2002 - May 2005
St. Vincent's Residential Home June 2000 - May 2002
Skills
Customer Service, Security, Microsoft Office, Access, Supervisory Skills, Fundraising, Analysis, Outlook, Time Management, Microsoft Word, Budgets, Nonprofits, Teaching, Event Management, Social Media
Education
Harvard University 2006 — 2011
ALB
University of Massachusetts Dartmouth 1995 — 1999
Cohasset Jr./Sr. High School 1989 — 1995
Diploma
Harvard University November 2014 - Present
Harvard University May 2005 - Present
Fidelity Investments August 2002 - May 2005
St. Vincent's Residential Home June 2000 - May 2002
Skills
Customer Service, Security, Microsoft Office, Access, Supervisory Skills, Fundraising, Analysis, Outlook, Time Management, Microsoft Word, Budgets, Nonprofits, Teaching, Event Management, Social Media
Education
Harvard University 2006 — 2011
ALB
University of Massachusetts Dartmouth 1995 — 1999
Cohasset Jr./Sr. High School 1989 — 1995
Diploma
Carrie Decker's Fidelity Investments Experience August 2005 - October 2008
Job Business Systems Analyst
Industry Machinery
Experience
Amtrol July 2011 - Present
Boston Scientific June 2010 - July 2011
Boston Scientific September 2009 - June 2010
Fidelity Investments August 2005 - October 2008
Skills
Business Analysis, Microsoft Office, Microsoft Excel, Project Management, Visio, Access, Process Improvement, Customer Service, Agile Methodologies, Event Planning, Software Documentation, Program Management, Project Planning, MS Project, SharePoint, ERP, Quality Assurance, Management
Education
Harvard University 1995 — 1999
Museum Studies, Web Design
State University of New York at New Paltz
BA, Art History / Commercial Art
Amtrol July 2011 - Present
Boston Scientific June 2010 - July 2011
Boston Scientific September 2009 - June 2010
Fidelity Investments August 2005 - October 2008
Skills
Business Analysis, Microsoft Office, Microsoft Excel, Project Management, Visio, Access, Process Improvement, Customer Service, Agile Methodologies, Event Planning, Software Documentation, Program Management, Project Planning, MS Project, SharePoint, ERP, Quality Assurance, Management
Education
Harvard University 1995 — 1999
Museum Studies, Web Design
State University of New York at New Paltz
BA, Art History / Commercial Art
Nancy Vetstein Hershfield's Fidelity Investments Experience 2000 - 2006
Job Owner, The Outbox, Inc. and Writing and Editing Consultant
Industry Writing and Editing
Experience
The Outbox, Inc. January 2006 - Present
BJEP 2010 - 2014
Dunkin' Donuts National DCP, LLC 2000 - 2013
ZOLL Medical Corporation 2010 - 2012
League School of Greater Boston 2000 - 2010
Fidelity Investments 2000 - 2006
Mullen 1990 - 2000
Boston Magazine 1985 - 1988
Radcliffe Quarterly 1982 - 1984
Skills
Marketing Communications, Strategic Communications, Social Media Marketing, Public Relations, Corporate Communications, Media Relations, Marketing Strategy, Marketing, Strategy, Social Media
Education
Beaver Country Day
Harvard University
AB, English and American Literature
Radcliffe Publishing Procedures Course
Certificate, Publishing
The Outbox, Inc. January 2006 - Present
BJEP 2010 - 2014
Dunkin' Donuts National DCP, LLC 2000 - 2013
ZOLL Medical Corporation 2010 - 2012
League School of Greater Boston 2000 - 2010
Fidelity Investments 2000 - 2006
Mullen 1990 - 2000
Boston Magazine 1985 - 1988
Radcliffe Quarterly 1982 - 1984
Skills
Marketing Communications, Strategic Communications, Social Media Marketing, Public Relations, Corporate Communications, Media Relations, Marketing Strategy, Marketing, Strategy, Social Media
Education
Beaver Country Day
Harvard University
AB, English and American Literature
Radcliffe Publishing Procedures Course
Certificate, Publishing
Michael J. Perullo, CPA Michael J. Perullo, CPA's Fidelity Investments Experience October 1989 - December 1990
Job Complex Project Executive
Industry Management Consulting
Experience
Global Risk Solutions, Inc. November 2005 - Present
Michael J. Perullo, CPA August 1989 - Present
Freeh Group International Solutions March 2014 - April 2015
UQ Publishing July 2011 - December 2014
Orsus Management, Inc. September 1999 - February 2012
eCareerFit.com, Inc. January 2001 - January 2010
Peachtree Grand Prix, Inc. July 1996 - December 1998
Norrell Corporation August 1994 - March 1996
Crawford & Company June 1991 - August 1994
Fidelity Investments October 1989 - December 1990
Skills
Management Consulting, Behavioral Assessment, Startup Consulting, Tax Preparation, Interim Management, Turnaround Consulting, Strategic Partnership..., Legal Consulting, Project Execution, Environmental Litigation, Property Damage, Claims Management, Budgeting, Forecasting, Claims Administration, Risk Management, Analytical Writing, Dealing with Ambiguity, Resilient, American History, Military History, Executive Management, Litigation Support, Information Management, Decision Analysis, Operational Reviews, Management, Budgets, Entrepreneurship, Program Management, Start-ups, Claim Investigation, Leadership, Claim, Project Management, Internal Controls, Analysis, Auditing, Due Diligence, Training, Consulting, Outsourcing, Finance, Enterprise Software, Mergers & Acquisitions, Insurance, Policy, Corporate Finance, Acquisition Integration, Business Process...
Education
Harvard University 1990 — 1991
Administration & Management, 3.7
University of Michigan - Stephen M. Ross School of Business 1982 — 1986
BBA, Accounting, Statistics & Finance, 3.1
Boston College High School 1978 — 1982
Diploma, College Preparatory, 3.3
Global Risk Solutions, Inc. November 2005 - Present
Michael J. Perullo, CPA August 1989 - Present
Freeh Group International Solutions March 2014 - April 2015
UQ Publishing July 2011 - December 2014
Orsus Management, Inc. September 1999 - February 2012
eCareerFit.com, Inc. January 2001 - January 2010
Peachtree Grand Prix, Inc. July 1996 - December 1998
Norrell Corporation August 1994 - March 1996
Crawford & Company June 1991 - August 1994
Fidelity Investments October 1989 - December 1990
Skills
Management Consulting, Behavioral Assessment, Startup Consulting, Tax Preparation, Interim Management, Turnaround Consulting, Strategic Partnership..., Legal Consulting, Project Execution, Environmental Litigation, Property Damage, Claims Management, Budgeting, Forecasting, Claims Administration, Risk Management, Analytical Writing, Dealing with Ambiguity, Resilient, American History, Military History, Executive Management, Litigation Support, Information Management, Decision Analysis, Operational Reviews, Management, Budgets, Entrepreneurship, Program Management, Start-ups, Claim Investigation, Leadership, Claim, Project Management, Internal Controls, Analysis, Auditing, Due Diligence, Training, Consulting, Outsourcing, Finance, Enterprise Software, Mergers & Acquisitions, Insurance, Policy, Corporate Finance, Acquisition Integration, Business Process...
Education
Harvard University 1990 — 1991
Administration & Management, 3.7
University of Michigan - Stephen M. Ross School of Business 1982 — 1986
BBA, Accounting, Statistics & Finance, 3.1
Boston College High School 1978 — 1982
Diploma, College Preparatory, 3.3
Timothy Burnieika's Fidelity Investments Experience April 2000 - October 2008
Job COO at BEAN
Industry Financial Services
Experience
BEAN (Boston Electronic Application Network) March 2011 - Present
Fidelity Investments April 2000 - October 2008
MFS Investment Management June 1998 - April 2000
MFS Investment Management April 1997 - June 1998
Public Financial Management July 1993 - April 1997
Skills
Equity Trading, Equity Research, Equities, Investments, Mutual Funds, Investment Strategies, Bonds, Hedge Funds, Fixed Income, Portfolio Management, Asset Managment, Bloomberg, Securities, Trading, Electronic Trading
Education
Harvard University 1987 — 1991
BA, Economics
BEAN (Boston Electronic Application Network) March 2011 - Present
Fidelity Investments April 2000 - October 2008
MFS Investment Management June 1998 - April 2000
MFS Investment Management April 1997 - June 1998
Public Financial Management July 1993 - April 1997
Skills
Equity Trading, Equity Research, Equities, Investments, Mutual Funds, Investment Strategies, Bonds, Hedge Funds, Fixed Income, Portfolio Management, Asset Managment, Bloomberg, Securities, Trading, Electronic Trading
Education
Harvard University 1987 — 1991
BA, Economics
John Morency's Fidelity Investments Experience 2000 - Present
Job Senior Director at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments 2000 - Present
Skills
Vendor Management, Business Analysis, Systems Analysis, Project Management, Process Improvement, Strategic Planning, Business Process..., Program Management, Business Planning, Management, Change Management, Risk Management, Business Intelligence, Financial Analysis, SDLC, Contract Negotiation, Leadership
Education
Harvard University 1986 — 1990
Fidelity Investments 2000 - Present
Skills
Vendor Management, Business Analysis, Systems Analysis, Project Management, Process Improvement, Strategic Planning, Business Process..., Program Management, Business Planning, Management, Change Management, Risk Management, Business Intelligence, Financial Analysis, SDLC, Contract Negotiation, Leadership
Education
Harvard University 1986 — 1990
Brittany Peterson's Fidelity Investments Experience January 2012 - August 2013
Job SpeechLanguage Pathologist
Industry Hospital & Health Care
Experience
Newton-Wellesley Hospital January 2015 - Present
Canton Public Schools September 2014 - December 2014
Taunton Early Intervention June 2014 - August 2014
Fidelity Investments January 2012 - August 2013
Hill Holliday December 2009 - January 2012
Skills
Account Management, Accounting, Management, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Training, Time Management
Education
Boston University 2013 — 2015
Master of Science (MS), Speech-Language Pathology/Pathologist
University of Virginia 2007 — 2009
B.A., Economics
Harvard University 2005 — 2006
Newton-Wellesley Hospital January 2015 - Present
Canton Public Schools September 2014 - December 2014
Taunton Early Intervention June 2014 - August 2014
Fidelity Investments January 2012 - August 2013
Hill Holliday December 2009 - January 2012
Skills
Account Management, Accounting, Management, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Training, Time Management
Education
Boston University 2013 — 2015
Master of Science (MS), Speech-Language Pathology/Pathologist
University of Virginia 2007 — 2009
B.A., Economics
Harvard University 2005 — 2006
Katelin Wahl's Fidelity Investments Experience May 2011 - August 2012
Job EA Skimm'r at theSkimm
Industry Online Media
Experience
theSkimm August 2015 - Present
Random House August 2013 - July 2015
Eastland Food Products, Inc. May 2006 - August 2013
Fidelity Investments May 2011 - August 2012
Crimson Field Hockey Camps and Clinics July 2010 - August 2011
Education
Harvard University 2009 — 2013
B.A, Economics
Phillips Exeter Academy 2006 — 2009
Classical Diploma
theSkimm August 2015 - Present
Random House August 2013 - July 2015
Eastland Food Products, Inc. May 2006 - August 2013
Fidelity Investments May 2011 - August 2012
Crimson Field Hockey Camps and Clinics July 2010 - August 2011
Education
Harvard University 2009 — 2013
B.A, Economics
Phillips Exeter Academy 2006 — 2009
Classical Diploma
Jayne Schmidt Jayne Schmidt's Fidelity Investments Experience April 2006 - October 2007
Job Looking for a great Financial Services Career Opportunity? I am hiring...
Industry Financial Services
Experience
BNY Mellon April 2008 - Present
State Street Corporation November 2007 - April 2008
Fidelity Investments April 2006 - October 2007
Pisces September 2000 - April 2002
Putnam Investments October 1999 - September 2000
Polaroid June 1998 - October 1999
IRIS Graphics, Inc. a Scitex Company February 1997 - June 1998
Skills
Human Resources, Onboarding, College Recruiting, Talent Acquisition, Applicant Tracking..., Taleo, Recruiting, Technical Recruiting, PeopleSoft, Talent Management, Sourcing, SDLC, Employee Relations, Behavioral Interviewing, Interviews, Internet Recruiting, Temporary Placement, Screening Resumes, Workforce Planning
Education
Harvard University
Graduate Certificate, Administration and Management/HR
University of Massachusetts, Amherst
Bachelor's Degree, Human Services
BNY Mellon April 2008 - Present
State Street Corporation November 2007 - April 2008
Fidelity Investments April 2006 - October 2007
Pisces September 2000 - April 2002
Putnam Investments October 1999 - September 2000
Polaroid June 1998 - October 1999
IRIS Graphics, Inc. a Scitex Company February 1997 - June 1998
Skills
Human Resources, Onboarding, College Recruiting, Talent Acquisition, Applicant Tracking..., Taleo, Recruiting, Technical Recruiting, PeopleSoft, Talent Management, Sourcing, SDLC, Employee Relations, Behavioral Interviewing, Interviews, Internet Recruiting, Temporary Placement, Screening Resumes, Workforce Planning
Education
Harvard University
Graduate Certificate, Administration and Management/HR
University of Massachusetts, Amherst
Bachelor's Degree, Human Services
Hugh Archibald Hugh Archibald's Fidelity Investments Experience June 2010 - August 2010
Job Manager Stockkeeping and Space Management Operations at McMasterCarr
Industry Logistics and Supply Chain
Experience
McMaster-Carr September 2015 - Present
McMaster-Carr January 2015 - September 2015
McMaster-Carr March 2013 - January 2015
McMaster-Carr August 2012 - March 2013
McMaster-Carr June 2012 - August 2012
Harvard Business School June 2011 - August 2011
Fidelity Investments June 2010 - August 2010
Skills
Data Analysis, Research, Microsoft Office, Market Research, Operations Management, Microsoft Word, Leadership, Strategic Planning
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Harvard University 2008 — 2012
Bachelor of Arts (B.A.), Sociology
Harvard University 2008 — 2012
Bachelor's degree, Sociology
McMaster-Carr September 2015 - Present
McMaster-Carr January 2015 - September 2015
McMaster-Carr March 2013 - January 2015
McMaster-Carr August 2012 - March 2013
McMaster-Carr June 2012 - August 2012
Harvard Business School June 2011 - August 2011
Fidelity Investments June 2010 - August 2010
Skills
Data Analysis, Research, Microsoft Office, Market Research, Operations Management, Microsoft Word, Leadership, Strategic Planning
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Harvard University 2008 — 2012
Bachelor of Arts (B.A.), Sociology
Harvard University 2008 — 2012
Bachelor's degree, Sociology
Diane Bienkowski's Fidelity Investments Experience 1999 - 2007
Job QA Engineer at Portland Webworks
Industry Information Technology and Services
Experience
Portland Webworks October 2012 - Present
Sun Life Financial October 2007 - October 2008
Fidelity Investments 1999 - 2007
NetGenesis February 1998 - March 1999
HPR Inc. April 1997 - February 1998
John Hancock October 1996 - April 1997
Fidelity Investments June 1995 - October 1996
Skills
Quality Center, Software Quality..., Manual Testing, Test Strategy, Test Planning, SDLC, Waterfall, Quality Assurance, Agile Methodologies, Agile Testing
Education
Harvard University
A.L.B., Humanities
Portland Webworks October 2012 - Present
Sun Life Financial October 2007 - October 2008
Fidelity Investments 1999 - 2007
NetGenesis February 1998 - March 1999
HPR Inc. April 1997 - February 1998
John Hancock October 1996 - April 1997
Fidelity Investments June 1995 - October 1996
Skills
Quality Center, Software Quality..., Manual Testing, Test Strategy, Test Planning, SDLC, Waterfall, Quality Assurance, Agile Methodologies, Agile Testing
Education
Harvard University
A.L.B., Humanities
Matt Scalise's Fidelity Investments Experience January 2015 - 2015
Job Student at Harvard University
Industry Financial Services
Experience
Cambridge Associates June 2015 - Present
Fidelity Investments January 2015 - 2015
Cambridge Associates January 2013 - August 2013
Nahant Summer Swim School June 2010 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Leadership
Education
Harvard College 2011 — 2015
Bachelor of Arts (B.A.), History
St. John's Preparatory School 2007 — 2011
Cambridge Associates June 2015 - Present
Fidelity Investments January 2015 - 2015
Cambridge Associates January 2013 - August 2013
Nahant Summer Swim School June 2010 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Leadership
Education
Harvard College 2011 — 2015
Bachelor of Arts (B.A.), History
St. John's Preparatory School 2007 — 2011
Victor Mazurenko's Fidelity Investments Experience May 2013 - Present
Job Technical Lead / Principal Software Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 2013 - Present
RiskMetrics Group / MSCI August 2006 - May 2013
FMR Application Architecture Group, eBusiness Cross-Company Development August 2004 - August 2006
Standard and Poor's - Charter Research June 1999 - August 2004
BelComData Information Technologies 1994 - 1999
Skills
Agile Methodologies, SOA, Java, SQL, Java Enterprise Edition, SDLC, Software Development, Management, Fixed Income, Integration, Databases, Data Visualization, Business Intelligence, Enterprise Software, Information Security..., XML, jQuery, AJAX, OOP
Education
Harvard University 2001 — 2007
Master of Liberal Arts in Information Technology, Computer Science
Project Management Institute (PMI) 2005 — 2006
PMP, Project Management
National Economy University, Moscow, Russia 1990 — 1991
MBA, International Business
National Technical University, Minsk, Belarus 1983 — 1988
Master, Information Technologies and Electrical Engineering, Robotics
Fidelity Investments May 2013 - Present
RiskMetrics Group / MSCI August 2006 - May 2013
FMR Application Architecture Group, eBusiness Cross-Company Development August 2004 - August 2006
Standard and Poor's - Charter Research June 1999 - August 2004
BelComData Information Technologies 1994 - 1999
Skills
Agile Methodologies, SOA, Java, SQL, Java Enterprise Edition, SDLC, Software Development, Management, Fixed Income, Integration, Databases, Data Visualization, Business Intelligence, Enterprise Software, Information Security..., XML, jQuery, AJAX, OOP
Education
Harvard University 2001 — 2007
Master of Liberal Arts in Information Technology, Computer Science
Project Management Institute (PMI) 2005 — 2006
PMP, Project Management
National Economy University, Moscow, Russia 1990 — 1991
MBA, International Business
National Technical University, Minsk, Belarus 1983 — 1988
Master, Information Technologies and Electrical Engineering, Robotics
Scott Bornstein's Fidelity Investments Experience July 1993 - December 2001
Job Vice President Applications and Systems Analysis at Jennison Associates LLC
Industry Investment Management
Experience
Jennison Associates LLC May 2014 - Present
Wellington Management November 2009 - May 2014
OppenheimerFunds, Inc July 2007 - June 2009
Fidelity Investments Family Office Services December 2005 - July 2007
Charles River Development February 2002 - November 2005
Fidelity Investments July 1993 - December 2001
Boston Stock Exchange September 1991 - June 1993
Skills
Calypso, Derivatives, Order Management, Trading Systems, Swaps, Fixed Income, Fixed Income Products, Equities, Equity Trading, FX, FX Options, Credit Derivatives, Equity Derivatives, Interest Rate..., Exotic Derivatives, CDS, Swaptions, Bloomberg, Trade Execution, Options, Interest Rate Swaps, Trading, Total Return Swaps, Inflation Swaps, FX Swaps, Hedge Funds, Charles River IMS, Alternative Investments, Asset Allocation, Portfolio Management, Mutual Funds, Capital Markets, FX trading, Bonds, Electronic Trading, Market Data, Financial Services, Investment Management, Financial Markets, Securities, Middle Office, Asset Management, Back Office, Financial Risk, Commodity, Investment Strategies, Investments
Education
Skidmore College 1987 — 1991
BA
Harvard University
Certificate
Jennison Associates LLC May 2014 - Present
Wellington Management November 2009 - May 2014
OppenheimerFunds, Inc July 2007 - June 2009
Fidelity Investments Family Office Services December 2005 - July 2007
Charles River Development February 2002 - November 2005
Fidelity Investments July 1993 - December 2001
Boston Stock Exchange September 1991 - June 1993
Skills
Calypso, Derivatives, Order Management, Trading Systems, Swaps, Fixed Income, Fixed Income Products, Equities, Equity Trading, FX, FX Options, Credit Derivatives, Equity Derivatives, Interest Rate..., Exotic Derivatives, CDS, Swaptions, Bloomberg, Trade Execution, Options, Interest Rate Swaps, Trading, Total Return Swaps, Inflation Swaps, FX Swaps, Hedge Funds, Charles River IMS, Alternative Investments, Asset Allocation, Portfolio Management, Mutual Funds, Capital Markets, FX trading, Bonds, Electronic Trading, Market Data, Financial Services, Investment Management, Financial Markets, Securities, Middle Office, Asset Management, Back Office, Financial Risk, Commodity, Investment Strategies, Investments
Education
Skidmore College 1987 — 1991
BA
Harvard University
Certificate
David Ben-Ur, CFA's Fidelity Investments Experience 1995 - 1999
Job Chief Investment Officer
Industry Financial Services
Experience
Caxton Alternative Managment LP February 2012 - Present
Corbin Capital Partners, LP March 2004 - January 2012
Goldman, Sachs & Co. January 2000 - February 2004
Fidelity Investments 1995 - 1999
Skills
Hedge Funds, Investments, Alternative Investments, Equities, Asset Management, Management, Mutual Funds, Private Equity, Fixed Income, Investment Management
Education
Harvard University 1993 — 1995
MPP, International Trade and Finance
Tufts University 1988 — 1992
Bachelor of Arts, Spanish Literature and Comparative Religion
Caxton Alternative Managment LP February 2012 - Present
Corbin Capital Partners, LP March 2004 - January 2012
Goldman, Sachs & Co. January 2000 - February 2004
Fidelity Investments 1995 - 1999
Skills
Hedge Funds, Investments, Alternative Investments, Equities, Asset Management, Management, Mutual Funds, Private Equity, Fixed Income, Investment Management
Education
Harvard University 1993 — 1995
MPP, International Trade and Finance
Tufts University 1988 — 1992
Bachelor of Arts, Spanish Literature and Comparative Religion
Manu Mazumdar's Fidelity Investments Experience July 1994 - December 1995
Job President at Lynchval Systems Worldwide, KeyTechnologies and Arrowpoint Technologies
Industry Financial Services
Experience
Lynchval Systems Worldwide (Retirement Systems &Services), KeyTech & Arrowpoint August 2011 - Present
Beneco March 2010 - July 2011
Chesapeake Benefit Partners August 2008 - March 2010
NRECA November 2007 - July 2008
MRM Corporation March 2005 - November 2007
MassMutual Financial Group December 1995 - February 2005
MassMutual Financial Group December 1995 - February 2005
MassMutual Financial Group December 1995 - February 2005
MassMutual Financial Group December 1995 - February 2005
Fidelity Investments July 1994 - December 1995
Skills
Strategy, Change Management, Organizational..., Leadership, Negotiation, Organizational..., Business Development, Organizational..., Management, CRM, Business Process..., Management Consulting, Business Planning, Outsourcing, Business Intelligence, Sales, Strategic Planning, Driving Results, Process Improvement, Budgets, Team Building, Customer Satisfaction, Business Strategy, Marketing Strategy, Marketing, Insurance, Consulting, Finance, Financial Services, Selling, Strategic Partnerships, Executive Management of..., Business Strategy,..., Entrepreneurship, Human Resources, Business Process, Leadership Development, Competitive Analysis, P&L Management, Vendor Management, Sales Management, Executive Management, Business Analysis, Business Transformation, Start-ups, Relationship Management, Investments, Mergers & Acquisitions
Education
West Chester University of Pennsylvania 1988 — 1990
Master of Business Administration (M.B.A.), Business Administration and Management, General
Harvard University 2000 — 2001
Executive Programs in Management, Executive Programs in Management
Lynchval Systems Worldwide (Retirement Systems &Services), KeyTech & Arrowpoint August 2011 - Present
Beneco March 2010 - July 2011
Chesapeake Benefit Partners August 2008 - March 2010
NRECA November 2007 - July 2008
MRM Corporation March 2005 - November 2007
MassMutual Financial Group December 1995 - February 2005
MassMutual Financial Group December 1995 - February 2005
MassMutual Financial Group December 1995 - February 2005
MassMutual Financial Group December 1995 - February 2005
Fidelity Investments July 1994 - December 1995
Skills
Strategy, Change Management, Organizational..., Leadership, Negotiation, Organizational..., Business Development, Organizational..., Management, CRM, Business Process..., Management Consulting, Business Planning, Outsourcing, Business Intelligence, Sales, Strategic Planning, Driving Results, Process Improvement, Budgets, Team Building, Customer Satisfaction, Business Strategy, Marketing Strategy, Marketing, Insurance, Consulting, Finance, Financial Services, Selling, Strategic Partnerships, Executive Management of..., Business Strategy,..., Entrepreneurship, Human Resources, Business Process, Leadership Development, Competitive Analysis, P&L Management, Vendor Management, Sales Management, Executive Management, Business Analysis, Business Transformation, Start-ups, Relationship Management, Investments, Mergers & Acquisitions
Education
West Chester University of Pennsylvania 1988 — 1990
Master of Business Administration (M.B.A.), Business Administration and Management, General
Harvard University 2000 — 2001
Executive Programs in Management, Executive Programs in Management
Ramnik Mayor's Fidelity Investments Experience June 2009 - Present
Job Director, Data Architecture at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2009 - Present
Fidelity Investments (FIIS) January 2004 - May 2009
Fidelity Investments (FIIS) June 1996 - December 2003
Siltronic AG October 1995 - June 1996
Punjab Communications Ltd. 1992 - 1995
Skills
Data Warehousing, Data Modeling, SDLC, Business Analysis, Informatica, Data Management, exadata, Database Management
Education
Harvard University 2003 — 2006
Certificate in Management (CM), Management
Punjabi University 1988 — 1992
BS, Computer Sciences
Kurukshetra University 1986 — 1988
University College
BGS Public School Barnala 1980 — 1984
Fidelity Investments June 2009 - Present
Fidelity Investments (FIIS) January 2004 - May 2009
Fidelity Investments (FIIS) June 1996 - December 2003
Siltronic AG October 1995 - June 1996
Punjab Communications Ltd. 1992 - 1995
Skills
Data Warehousing, Data Modeling, SDLC, Business Analysis, Informatica, Data Management, exadata, Database Management
Education
Harvard University 2003 — 2006
Certificate in Management (CM), Management
Punjabi University 1988 — 1992
BS, Computer Sciences
Kurukshetra University 1986 — 1988
University College
BGS Public School Barnala 1980 — 1984
Andy Nottonson's Fidelity Investments Experience 2010 - 2013
Job Systems Analyst & Business Analyst
Industry Financial Services
Experience
Actively Seeking Great New Opportunity 2013 - Present
Fidelity Investments 2010 - 2013
Fidelity Investments 2005 - 2009
Fidelity Investments 1999 - 2004
Skills
Business Requirements, Systems Analysis, Requirements Analysis, Business Analysis, Requirements Gathering, Data Modeling, Quality Center, Process Improvement, SQL, Financial Services, User Acceptance Testing, Business Process..., Waterfall, Software Documentation, Testing, HP Quality Center
Education
Harvard University 1982 — 1987
Actively Seeking Great New Opportunity 2013 - Present
Fidelity Investments 2010 - 2013
Fidelity Investments 2005 - 2009
Fidelity Investments 1999 - 2004
Skills
Business Requirements, Systems Analysis, Requirements Analysis, Business Analysis, Requirements Gathering, Data Modeling, Quality Center, Process Improvement, SQL, Financial Services, User Acceptance Testing, Business Process..., Waterfall, Software Documentation, Testing, HP Quality Center
Education
Harvard University 1982 — 1987
Ford O'Neil's Fidelity Investments Experience July 1990 - Present
Job Portfolio Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 1990 - Present
Skills
Fixed Income, Portfolio Management, Equities, Mutual Funds, Asset Managment, Analytics, Alternative Investments, Investments, Hedge Funds, Asset Management, Series 7, Bloomberg, Capital Markets, Securities, Financial Modeling, Valuation, Financial Services, Asset Allocation, Financial Analysis, Investment Management, Risk Management, Investment Strategies
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
Harvard University 1981 — 1985
AB, Government
Fidelity Investments July 1990 - Present
Skills
Fixed Income, Portfolio Management, Equities, Mutual Funds, Asset Managment, Analytics, Alternative Investments, Investments, Hedge Funds, Asset Management, Series 7, Bloomberg, Capital Markets, Securities, Financial Modeling, Valuation, Financial Services, Asset Allocation, Financial Analysis, Investment Management, Risk Management, Investment Strategies
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
Harvard University 1981 — 1985
AB, Government
Naresh Pamnani, PMP's Fidelity Investments Experience November 2005 - Present
Job Director Software Engineering at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2005 - Present
Oracle Corporation January 2000 - October 2005
Skills
SDLC, Project Management, Integration, Program Management, SQL, Project Planning, Software Development, Cross-functional Team..., Requirements Analysis, Business Analysis, Software Project..., Unix, Agile Methodologies, Management
Education
Harvard University 2004 — 2006
Project Management
University of Illinois at Chicago 1998 — 2000
Swami Vivekanand
University of Mumbai
Fidelity Investments November 2005 - Present
Oracle Corporation January 2000 - October 2005
Skills
SDLC, Project Management, Integration, Program Management, SQL, Project Planning, Software Development, Cross-functional Team..., Requirements Analysis, Business Analysis, Software Project..., Unix, Agile Methodologies, Management
Education
Harvard University 2004 — 2006
Project Management
University of Illinois at Chicago 1998 — 2000
Swami Vivekanand
University of Mumbai
Craig Messinger's Fidelity Investments Experience 1996 - 2004
Job Executive VP BNY Mellon Global Markets
Industry Financial Services
Experience
BNY Mellon October 2011 - Present
Pershing LLC a BNY Mellon company 2005 - October 2011
Fidelity Investments 1996 - 2004
Lehman Brothers 1994 - 1996
Lehman Brothers January 1990 - December 1993
Education
University of Pennsylvania - The Wharton School 1973 — 1978
Bachelor's of Science in economics, economics
Harvard University
Executive Education, Business strategy with Michael Porter
BNY Mellon October 2011 - Present
Pershing LLC a BNY Mellon company 2005 - October 2011
Fidelity Investments 1996 - 2004
Lehman Brothers 1994 - 1996
Lehman Brothers January 1990 - December 1993
Education
University of Pennsylvania - The Wharton School 1973 — 1978
Bachelor's of Science in economics, economics
Harvard University
Executive Education, Business strategy with Michael Porter
James P. Boland - SPHR's Fidelity Investments Experience January 2013 - Present
Job VP Human Resources / Management Effectiveness at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Capital Markets / National Financial / Fidelity Institutional Products Group 2008 - 2012
Fidelity Investments - Fidelity Capital Markets / Fidelity Investment Advisor Group January 2002 - January 2008
Fidelity Registered Investment Advisor Group December 1998 - January 2002
Fidelity Investments - Benefits Center June 1996 - December 1998
Fidelity Investments - Fidelity Institutional Retirement Services August 1993 - June 1996
Price Waterhouse August 1989 - August 1993
Price Waterhouse - World Office - London, UK June 1986 - August 1989
Price Waterhouse May 1981 - June 1986
Price Waterhouse June 1977 - May 1981
Skills
Series 63, Financial Services
Education
Harvard University 1973 — 1977
A.B., History / General Studies
Fidelity Investments January 2013 - Present
Fidelity Capital Markets / National Financial / Fidelity Institutional Products Group 2008 - 2012
Fidelity Investments - Fidelity Capital Markets / Fidelity Investment Advisor Group January 2002 - January 2008
Fidelity Registered Investment Advisor Group December 1998 - January 2002
Fidelity Investments - Benefits Center June 1996 - December 1998
Fidelity Investments - Fidelity Institutional Retirement Services August 1993 - June 1996
Price Waterhouse August 1989 - August 1993
Price Waterhouse - World Office - London, UK June 1986 - August 1989
Price Waterhouse May 1981 - June 1986
Price Waterhouse June 1977 - May 1981
Skills
Series 63, Financial Services
Education
Harvard University 1973 — 1977
A.B., History / General Studies
Glenn Brack's Fidelity Investments Experience April 2012 - Present
Job CFO / SVP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments February 2006 - April 2012
Foss Manufacturing Company LLC 2005 - 2006
Gillette 2004 - 2005
Colfax Corporation 2000 - 2004
Frito-Lay 1994 - 2000
Deloitte Consulting 1991 - 1994
Mars & Co 1989 - 1991
General Motors 1985 - 1987
Skills
Investments, Financial Modeling, Finance, Forecasting, Corporate Finance, Restructuring, Strategic Financial..., Management Consulting, Management, Financial Analysis, Acquisition Integration, Mergers, Financial Reporting, Financial Services, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
Harvard University 1981 — 1985
B.A., Economics
Chaminade-Julienne
Fidelity Investments April 2012 - Present
Fidelity Investments February 2006 - April 2012
Foss Manufacturing Company LLC 2005 - 2006
Gillette 2004 - 2005
Colfax Corporation 2000 - 2004
Frito-Lay 1994 - 2000
Deloitte Consulting 1991 - 1994
Mars & Co 1989 - 1991
General Motors 1985 - 1987
Skills
Investments, Financial Modeling, Finance, Forecasting, Corporate Finance, Restructuring, Strategic Financial..., Management Consulting, Management, Financial Analysis, Acquisition Integration, Mergers, Financial Reporting, Financial Services, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
Harvard University 1981 — 1985
B.A., Economics
Chaminade-Julienne
Kenneth Crotty's Fidelity Investments Experience 1995 - 2001
Job BofA Global Capital Management
Industry Financial Services
Experience
Bank of America August 2013 - Present
KBC Consulting January 2012 - July 2013
Mercer May 2006 - January 2012
Putnam Investments 2001 - 2006
Fidelity Investments 1995 - 2001
Fidelity Investments January 1993 - December 1994
Fidelity Investments January 1991 - January 1993
PwC Consulting January 1987 - December 1991
Shawmut Bank January 1985 - January 1987
Syncronamics Consulting September 1984 - January 1985
Skills
Product Management, Program Management, Management, Strategy, CRM, Mutual Funds, Management Consulting, Executive Management, Business Process..., Business Development, Business Strategy, Leadership, Analytics, Portfolio Management, Start-ups, Financial Services, Asset Management
Education
Harvard University 1980 — 1984
BA, Economics
Columbia University 1979 — 1980
Transfer, Business/Managerial Economics
BostonLatin 1973 — 1979
High School
Bank of America August 2013 - Present
KBC Consulting January 2012 - July 2013
Mercer May 2006 - January 2012
Putnam Investments 2001 - 2006
Fidelity Investments 1995 - 2001
Fidelity Investments January 1993 - December 1994
Fidelity Investments January 1991 - January 1993
PwC Consulting January 1987 - December 1991
Shawmut Bank January 1985 - January 1987
Syncronamics Consulting September 1984 - January 1985
Skills
Product Management, Program Management, Management, Strategy, CRM, Mutual Funds, Management Consulting, Executive Management, Business Process..., Business Development, Business Strategy, Leadership, Analytics, Portfolio Management, Start-ups, Financial Services, Asset Management
Education
Harvard University 1980 — 1984
BA, Economics
Columbia University 1979 — 1980
Transfer, Business/Managerial Economics
BostonLatin 1973 — 1979
High School
Doug Ullrich's Fidelity Investments Experience March 2003 - March 2005
Job Agile Project Manager at Harvard Business Publishing
Industry Information Technology and Services
Experience
Harvard Business Publishing April 2015 - Present
Homesite Insurance August 2014 - April 2015
Harvard University September 2010 - August 2014
Hewitt Associates September 2007 - September 2010
CitiStreet April 2005 - August 2007
Fidelity Investments March 2003 - March 2005
EXPRESS July 2002 - February 2003
Skills
ITIL v3 Foundations..., Data Analysis, Business Analysis, Process Improvement, Analysis, Financial Modeling, Financial Analysis, Microsoft Excel, Requirements Analysis, Agile Methodologies, Agile Testing, Agile Project Management, Agile Modeling, Scrum, Certified Scrum Master..., SDLC, Requirements Gathering
Education
Harvard University 2011 — 2016
Master's Degree, Business Administration and Management, General
Rensselaer Polytechnic Institute 1997 — 2002
BS, Management
Harvard Business Publishing April 2015 - Present
Homesite Insurance August 2014 - April 2015
Harvard University September 2010 - August 2014
Hewitt Associates September 2007 - September 2010
CitiStreet April 2005 - August 2007
Fidelity Investments March 2003 - March 2005
EXPRESS July 2002 - February 2003
Skills
ITIL v3 Foundations..., Data Analysis, Business Analysis, Process Improvement, Analysis, Financial Modeling, Financial Analysis, Microsoft Excel, Requirements Analysis, Agile Methodologies, Agile Testing, Agile Project Management, Agile Modeling, Scrum, Certified Scrum Master..., SDLC, Requirements Gathering
Education
Harvard University 2011 — 2016
Master's Degree, Business Administration and Management, General
Rensselaer Polytechnic Institute 1997 — 2002
BS, Management
Sanjay Motiramani's Fidelity Investments Experience July 2015 - Present
Job Director Project Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments May 2010 - June 2015
Fidelity Investments January 2008 - May 2010
Fidelity Investments May 2005 - December 2007
Wellington Mgmt July 2000 - May 2005
Meterpoint Data Services, Crawley (UK) March 2000 - June 2000
British Gas Transco, Coventry (UK) May 1999 - February 2000
Severn Trent Systems (STS), Birmingham (UK) December 1997 - January 1999
Bhorucom Software March 1997 - December 1997
Surat Electricity July 1996 - March 1997
Skills
Oracle, Toad, Informatica, SQL, ClearCase, Shell Scripting, Perl, Quality Center, Java, Databases, PVCS, Autosys, Data Warehousing, SOA, Software Development, PL/SQL, Unix Shell Scripting, Enterprise Architecture, Testing, Sybase, Oracle Reports, Requirements Analysis, Oracle E-Business Suite, SDLC, Performance Tuning, Data Migration, Software Project...
Education
Harvard University 2006 — 2009
ALM in Mgmt, Finance and Accounting
University of Pune 1993 — 1995
MCM, Computer Mgmt
Sardar Patel University 1989 — 1992
B. Sc., Physics
Fidelity Investments July 2015 - Present
Fidelity Investments May 2010 - June 2015
Fidelity Investments January 2008 - May 2010
Fidelity Investments May 2005 - December 2007
Wellington Mgmt July 2000 - May 2005
Meterpoint Data Services, Crawley (UK) March 2000 - June 2000
British Gas Transco, Coventry (UK) May 1999 - February 2000
Severn Trent Systems (STS), Birmingham (UK) December 1997 - January 1999
Bhorucom Software March 1997 - December 1997
Surat Electricity July 1996 - March 1997
Skills
Oracle, Toad, Informatica, SQL, ClearCase, Shell Scripting, Perl, Quality Center, Java, Databases, PVCS, Autosys, Data Warehousing, SOA, Software Development, PL/SQL, Unix Shell Scripting, Enterprise Architecture, Testing, Sybase, Oracle Reports, Requirements Analysis, Oracle E-Business Suite, SDLC, Performance Tuning, Data Migration, Software Project...
Education
Harvard University 2006 — 2009
ALM in Mgmt, Finance and Accounting
University of Pune 1993 — 1995
MCM, Computer Mgmt
Sardar Patel University 1989 — 1992
B. Sc., Physics
Hava Feit's Fidelity Investments Experience 2005 - February 2009
Job Vice President at State Street
Industry Computer Software
Experience
State Street Bank September 2010 - Present
AstraZeneca March 2009 - September 2010
Fidelity Investments 2005 - February 2009
Fidelity Investments 2001 - 2005
Fidelity Investments 1998 - 2001
Fidelity Investments 1995 - 1998
Intersolv 1989 - 1995
Education
Harvard University
Certificate of Advanced Studies, Software Engineering
The Hebrew University
B.Sc., Math/Statistics
The Hebrew University
Teaching Diploma, Math
State Street Bank September 2010 - Present
AstraZeneca March 2009 - September 2010
Fidelity Investments 2005 - February 2009
Fidelity Investments 2001 - 2005
Fidelity Investments 1998 - 2001
Fidelity Investments 1995 - 1998
Intersolv 1989 - 1995
Education
Harvard University
Certificate of Advanced Studies, Software Engineering
The Hebrew University
B.Sc., Math/Statistics
The Hebrew University
Teaching Diploma, Math
Jeffreye S Booth's Fidelity Investments Experience February 1999 - March 2004
Job Like a Swiss Army knife...
Industry Financial Services
Experience
Boston Financial Data Services 2004 - Present
Thayer Academy February 2015 - Present
Fidelity Investments February 1999 - March 2004
GCT Corporation April 2001 - September 2001
Vality Technology September 1996 - September 1998
Skills
Technical Writing, Instructional Design, SharePoint, Financial Services, Materials, Captivate, Training Delivery, Sports Coaching, Teaching, Coaching, Strategy, Needs Analysis, E-Learning, Blended Learning, ADDIE, Training, Management, Program Management, Project Management, Aircraft Systems
Education
Harvard University 1986 — 1990
ALB, English Literature / Writing
Middlesex College 1982 — 1984
ASCS, Computer Science, Honors
National Aviation Academy 1979 — 1981
Airframe & Powerplant Ratings, Reciprocating engines and turbines, electrical/avionics, hydraulics/pnuematics, and fabrication.
Boston Financial Data Services 2004 - Present
Thayer Academy February 2015 - Present
Fidelity Investments February 1999 - March 2004
GCT Corporation April 2001 - September 2001
Vality Technology September 1996 - September 1998
Skills
Technical Writing, Instructional Design, SharePoint, Financial Services, Materials, Captivate, Training Delivery, Sports Coaching, Teaching, Coaching, Strategy, Needs Analysis, E-Learning, Blended Learning, ADDIE, Training, Management, Program Management, Project Management, Aircraft Systems
Education
Harvard University 1986 — 1990
ALB, English Literature / Writing
Middlesex College 1982 — 1984
ASCS, Computer Science, Honors
National Aviation Academy 1979 — 1981
Airframe & Powerplant Ratings, Reciprocating engines and turbines, electrical/avionics, hydraulics/pnuematics, and fabrication.
Eileen Guerin's Fidelity Investments Experience 1982 - 1996
Job Independent Education Management Professional
Industry Education Management
Experience
Fidelity Investments 1982 - 1996
Skills
Teaching, Higher Education, Nonprofits, Research, Public Speaking, Community Outreach, Strategic Planning, Fundraising, Coaching, Customer Service, Leadership, Management, Microsoft Excel
Education
Gordon College - Wenham, MA 2003 — 2007
MEd, Mathematics Education
Harvard University 1976 — 1980
BA, Economics
Fidelity Investments 1982 - 1996
Skills
Teaching, Higher Education, Nonprofits, Research, Public Speaking, Community Outreach, Strategic Planning, Fundraising, Coaching, Customer Service, Leadership, Management, Microsoft Excel
Education
Gordon College - Wenham, MA 2003 — 2007
MEd, Mathematics Education
Harvard University 1976 — 1980
BA, Economics
Akanksha Singhvi's Fidelity Investments Experience March 2007 - March 2009
Job SLM at Pfizer
Industry Pharmaceuticals
Experience
Pfizer June 2009 - Present
Fidelity Investments March 2007 - March 2009
Tufts Health Plan August 2006 - March 2007
Electric Insurance Company March 2006 - July 2006
General Electric July 2003 - October 2005
Siemens Industry, Inc. May 2002 - April 2003
Education
Harvard University 2006 — 2009
Masters in Management, Information Management Systems
Cummins College of Engineering, Pune University 1999 — 2003
BE, Computer Science
Pfizer June 2009 - Present
Fidelity Investments March 2007 - March 2009
Tufts Health Plan August 2006 - March 2007
Electric Insurance Company March 2006 - July 2006
General Electric July 2003 - October 2005
Siemens Industry, Inc. May 2002 - April 2003
Education
Harvard University 2006 — 2009
Masters in Management, Information Management Systems
Cummins College of Engineering, Pune University 1999 — 2003
BE, Computer Science
Adrienne Frechter's Fidelity Investments Experience July 1992 - May 2005
Job Director of Admissions and Marketing at The Rashi School
Industry Marketing and Advertising
Experience
The Rashi School August 2008 - Present
Temple Shalom of Newton September 2006 - June 2011
Fidelity Investments July 1992 - May 2005
Harvard University Press 1985 - 1987
Education
Massachusetts Institute of Technology - Sloan School of Management 1990 — 1992
MBA, Marketing
Harvard University 1978 — 1983
BA, History and LIterature
Northfield Mt Hermon School 1977 — 1978
Northern Valley Regional HS at Demarest 1974 — 1977
The Rashi School August 2008 - Present
Temple Shalom of Newton September 2006 - June 2011
Fidelity Investments July 1992 - May 2005
Harvard University Press 1985 - 1987
Education
Massachusetts Institute of Technology - Sloan School of Management 1990 — 1992
MBA, Marketing
Harvard University 1978 — 1983
BA, History and LIterature
Northfield Mt Hermon School 1977 — 1978
Northern Valley Regional HS at Demarest 1974 — 1977
Anil Kodali's Fidelity Investments Experience July 1996 - May 1997
Job Salesforce Architect
Industry Information Technology and Services
Experience
athenahealth May 2015 - Present
Accenture July 2012 - May 2015
NameMedia November 2008 - July 2012
Constant Contact March 2007 - October 2008
Massachusetts Department of Education May 2002 - March 2007
Comdisco Inc June 1998 - April 2002
FacilityXpress.com May 1997 - August 2000
Fidelity Investments July 1996 - May 1997
UUNET India Ltd August 1994 - May 1996
MIC Electronics Ltd June 1992 - July 1994
Skills
Java, Agile, REST, Software Development, Linux, Salesforce.com, AWS, Hadoop, SOAP, Agile Methodologies, SQL, Scrum, XML, Cloud Computing, SaaS, SDLC, Enterprise Software, Software Project..., Unix, Management
Education
Harvard University 2010 — 2011
Master's degree, Information Technology
University of Pune 1988 — 1992
Bachelor of Engineering, Computer Science
athenahealth May 2015 - Present
Accenture July 2012 - May 2015
NameMedia November 2008 - July 2012
Constant Contact March 2007 - October 2008
Massachusetts Department of Education May 2002 - March 2007
Comdisco Inc June 1998 - April 2002
FacilityXpress.com May 1997 - August 2000
Fidelity Investments July 1996 - May 1997
UUNET India Ltd August 1994 - May 1996
MIC Electronics Ltd June 1992 - July 1994
Skills
Java, Agile, REST, Software Development, Linux, Salesforce.com, AWS, Hadoop, SOAP, Agile Methodologies, SQL, Scrum, XML, Cloud Computing, SaaS, SDLC, Enterprise Software, Software Project..., Unix, Management
Education
Harvard University 2010 — 2011
Master's degree, Information Technology
University of Pune 1988 — 1992
Bachelor of Engineering, Computer Science
Aaron DiNardo's Fidelity Investments Experience 2012 - Present
Job Financial Representative at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2012 - Present
Fidelity Investments 2011 - 2012
Fidelity Investments January 2010 - 2011
Fidelity Investments November 2008 - December 2009
Skills
Equities, Asset Management, Portfolio Management, Investments, Financial Analysis
Education
Harvard University 2011 — 2014
Master's Degree, Finance and Financial Management Services
Roger Williams University 2004 — 2008
Bachelor's Degree, Marketing
Fidelity Investments 2012 - Present
Fidelity Investments 2011 - 2012
Fidelity Investments January 2010 - 2011
Fidelity Investments November 2008 - December 2009
Skills
Equities, Asset Management, Portfolio Management, Investments, Financial Analysis
Education
Harvard University 2011 — 2014
Master's Degree, Finance and Financial Management Services
Roger Williams University 2004 — 2008
Bachelor's Degree, Marketing
Monika Bankowski's Fidelity Investments Experience April 1998 - May 1999
Job Assistant Director, Academic Event Planning at Harvard University
Industry Higher Education
Experience
Harvard University, Department of Molecular and Cellular Biology July 2015 - Present
Harvard University January 2013 - Present
Harvard University July 2007 - September 2012
Coldwell Banker Residential Brokerage March 2004 - May 2007
Fidelity Investments April 1998 - May 1999
Skills
Microsoft Office, Project Management, Contract Negotiation, Management, CRM, Event Planning, Graphic Design, Event Management, Customer Service, Strategic Planning, Analysis, Social Media, Sales, Higher Education, Project Planning
Education
Notheastern University 1993 — 1998
International Business & Marketing, International Business
Harvard University
ALM Information Technology, Digital Media Arts and Instructional Design
Harvard University, Department of Molecular and Cellular Biology July 2015 - Present
Harvard University January 2013 - Present
Harvard University July 2007 - September 2012
Coldwell Banker Residential Brokerage March 2004 - May 2007
Fidelity Investments April 1998 - May 1999
Skills
Microsoft Office, Project Management, Contract Negotiation, Management, CRM, Event Planning, Graphic Design, Event Management, Customer Service, Strategic Planning, Analysis, Social Media, Sales, Higher Education, Project Planning
Education
Notheastern University 1993 — 1998
International Business & Marketing, International Business
Harvard University
ALM Information Technology, Digital Media Arts and Instructional Design
James (Jay) Sparks's Fidelity Investments Experience 2007 - Present
Job Director at Fidelity Investments
Industry Capital Markets
Experience
Fidelity Investments 2007 - Present
Fidelity Investment Operations and Services Group 2005 - 2007
Fidelity Investments Institutional Services Group 2005 - 2005
Fidelity Investments Portfolio Advisory Services 1998 - 2005
Schooner Financial Associates 1992 - 1997
Skills
Change Management, Cross-functional Team..., Start-ups, CRM, Leadership, Management, Strategic Partnerships, Process Improvement, Strategy, Portfolio Management, Operations Management, Performance Management, Coaching, Financial Services
Education
Harvard University
Master of Liberal Arts, General Management, Concentration in Management and Operations
University of Rochester
Bachelor of Arts, Psychology
Fidelity Investments 2007 - Present
Fidelity Investment Operations and Services Group 2005 - 2007
Fidelity Investments Institutional Services Group 2005 - 2005
Fidelity Investments Portfolio Advisory Services 1998 - 2005
Schooner Financial Associates 1992 - 1997
Skills
Change Management, Cross-functional Team..., Start-ups, CRM, Leadership, Management, Strategic Partnerships, Process Improvement, Strategy, Portfolio Management, Operations Management, Performance Management, Coaching, Financial Services
Education
Harvard University
Master of Liberal Arts, General Management, Concentration in Management and Operations
University of Rochester
Bachelor of Arts, Psychology
Margery Siegel's Fidelity Investments Experience December 2011 - Present
Job Senior Regulatory Reporting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2011 - Present
Fidelity Investments June 2008 - November 2011
Fidelity Investments February 2007 - May 2008
LandVest July 2002 - February 2007
Deutsche Bank September 2000 - January 2002
Skills
Securities, Financial Services, Mutual Funds, Risk Management, Investments
Education
Harvard University 2005 — 2009
Masters of Liberal Arts in Management, Concentration in Marketing
University of Rochester
Fidelity Investments December 2011 - Present
Fidelity Investments June 2008 - November 2011
Fidelity Investments February 2007 - May 2008
LandVest July 2002 - February 2007
Deutsche Bank September 2000 - January 2002
Skills
Securities, Financial Services, Mutual Funds, Risk Management, Investments
Education
Harvard University 2005 — 2009
Masters of Liberal Arts in Management, Concentration in Marketing
University of Rochester
Ryan Sepassi's Fidelity Investments Experience June 2010 - May 2011
Job Software Engineer at Google
Industry Computer Software
Experience
Google September 2014 - Present
Zipfian Academy May 2014 - August 2014
App Academy March 2013 - May 2014
Obama for America September 2012 - November 2012
Fidelity Investments June 2010 - May 2011
Harvard Financial Analysts Club January 2009 - November 2009
Fidelity Investments June 2009 - August 2009
Harvard Business School September 2008 - June 2009
Wachovia Securities August 2008 - September 2008
Education
Harvard University 2007 — 2010
A.B, History (focus on financial and economic history)
The Buckley School 1993 — 2007
High School Diploma
Google September 2014 - Present
Zipfian Academy May 2014 - August 2014
App Academy March 2013 - May 2014
Obama for America September 2012 - November 2012
Fidelity Investments June 2010 - May 2011
Harvard Financial Analysts Club January 2009 - November 2009
Fidelity Investments June 2009 - August 2009
Harvard Business School September 2008 - June 2009
Wachovia Securities August 2008 - September 2008
Education
Harvard University 2007 — 2010
A.B, History (focus on financial and economic history)
The Buckley School 1993 — 2007
High School Diploma
Michael Walsman's Fidelity Investments Experience October 2008 - February 2014
Job Owner of JeepFix
Industry Automotive
Experience
JeepFix September 2009 - Present
Fidelity Investments October 2008 - February 2014
Fidelity Investments October 2007 - October 2008
Fidelity Investment 1998 - 2007
Fidelity Investments January 2004 - August 2006
Fidelity Investments 1998 - 2000
Skills
Financial Services, Series 7, Series 63, Retirement, Wealth Management, Mutual Funds, Investments, Trading, Retirement Planning, Securities, Relationship Management
Education
Harvard University 2003 — 2003
Economics
Utah Valley University 1992 — 1993
Quince Orchard High School 1989 — 1992
Wooten High School 1988 — 1989
JeepFix September 2009 - Present
Fidelity Investments October 2008 - February 2014
Fidelity Investments October 2007 - October 2008
Fidelity Investment 1998 - 2007
Fidelity Investments January 2004 - August 2006
Fidelity Investments 1998 - 2000
Skills
Financial Services, Series 7, Series 63, Retirement, Wealth Management, Mutual Funds, Investments, Trading, Retirement Planning, Securities, Relationship Management
Education
Harvard University 2003 — 2003
Economics
Utah Valley University 1992 — 1993
Quince Orchard High School 1989 — 1992
Wooten High School 1988 — 1989
Charles Panagopoulos, PHR Candidate's Fidelity Investments Experience September 2011 - March 2012
Job Senior HRIS Analyst at Akamai Technologies, Inc.
Industry Financial Services
Experience
Akamai Technologies, Inc. July 2013 - Present
Monster Worldwide July 2012 - July 2013
Fidelity Investments September 2011 - March 2012
Town of Weymouth October 2010 - September 2011
Town of Natick February 2009 - October 2010
City of Boston November 2000 - February 2009
Boston Housing Authority March 2000 - November 2000
Boston Housing Authority December 1997 - March 2000
Skills
Talent Management, Strategic Human..., HRIS, HRIS Database Management, Budget, Business Analysis, Deferred Compensation, Compensation & Benefit, Analytics, Workforce Planning, Workforce Management, Workforce Development, Payroll, Performance Management, Talent Acquisition, Training, Organizational..., Staff Development, Organizational Behavior, Project Management, HR Consulting, HR Policies, Executive Reporting, Ad Hoc Reporting, Report Writing, Query Writing, PS Query, Employee Relations, Trend Analysis, HR Metrics, Oracle HR, PeopleSoft, KBX Kube Manager, FLSA, Onboarding, Leadership, Policy, Employee Benefits, Human Resources, Management, Strategic Planning, Analysis, Interviews, Recruiting, Personnel Management, Employee Training, Labor Relations, Workshop Facilitation, Conflict Resolution
Education
Harvard University
Graduate Certificate in Management, (concentration in Human Resources Management)
Suffolk University
Bachelor of Science, Public Policy Administration
Akamai Technologies, Inc. July 2013 - Present
Monster Worldwide July 2012 - July 2013
Fidelity Investments September 2011 - March 2012
Town of Weymouth October 2010 - September 2011
Town of Natick February 2009 - October 2010
City of Boston November 2000 - February 2009
Boston Housing Authority March 2000 - November 2000
Boston Housing Authority December 1997 - March 2000
Skills
Talent Management, Strategic Human..., HRIS, HRIS Database Management, Budget, Business Analysis, Deferred Compensation, Compensation & Benefit, Analytics, Workforce Planning, Workforce Management, Workforce Development, Payroll, Performance Management, Talent Acquisition, Training, Organizational..., Staff Development, Organizational Behavior, Project Management, HR Consulting, HR Policies, Executive Reporting, Ad Hoc Reporting, Report Writing, Query Writing, PS Query, Employee Relations, Trend Analysis, HR Metrics, Oracle HR, PeopleSoft, KBX Kube Manager, FLSA, Onboarding, Leadership, Policy, Employee Benefits, Human Resources, Management, Strategic Planning, Analysis, Interviews, Recruiting, Personnel Management, Employee Training, Labor Relations, Workshop Facilitation, Conflict Resolution
Education
Harvard University
Graduate Certificate in Management, (concentration in Human Resources Management)
Suffolk University
Bachelor of Science, Public Policy Administration
Andrew Kaplan's Fidelity Investments Experience 1995 - 2000
Job Analyst at Greenlight Capital
Industry Financial Services
Experience
Greenlight Capital 2010 - Present
Harvest Capital Strategies 2008 - 2010
Lehman Bros 2006 - 2007
Grange Park Capital 2002 - 2005
Andor Capital Management 2000 - 2002
Fidelity Investments 1995 - 2000
Education
University of Pennsylvania - The Wharton School 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Harvard University 1982 — 1986
Bachelor's degree, Economics
Greenlight Capital 2010 - Present
Harvest Capital Strategies 2008 - 2010
Lehman Bros 2006 - 2007
Grange Park Capital 2002 - 2005
Andor Capital Management 2000 - 2002
Fidelity Investments 1995 - 2000
Education
University of Pennsylvania - The Wharton School 1993 — 1995
Master of Business Administration (M.B.A.), Finance, General
Harvard University 1982 — 1986
Bachelor's degree, Economics
Ginta Lambergs's Fidelity Investments Experience December 2000 - Present
Job Director Project Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2000 - Present
Skills
SDLC, Agile Methodologies, Software Project..., IT Strategy, Project Portfolio..., Business Analysis, PMO, PMP, Requirements Analysis, Vendor Management, Program Management, Financial Services, Project Management, Risk Management
Education
Harvard University
Fidelity Investments December 2000 - Present
Skills
SDLC, Agile Methodologies, Software Project..., IT Strategy, Project Portfolio..., Business Analysis, PMO, PMP, Requirements Analysis, Vendor Management, Program Management, Financial Services, Project Management, Risk Management
Education
Harvard University
Jiayu Liu, CFA's Fidelity Investments Experience January 2012 - Present
Job Equity quant analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Goldman Sachs December 2007 - January 2012
Harvard University September 2002 - November 2007
Skills
MatLab, R, SQL, KDB, VBA, Bloomberg, Barra Aegis, large data set..., probability and..., Portfolio Optimization, portfolio analytics, Equities, Equity Trading, Options, Derivatives, Hedge Funds, Quantitative Finance, Fixed Income
Education
Harvard University 2002 — 2007
PhD, Physics
Nanjing University 1998 — 2002
BS, Physics
Fidelity Investments January 2012 - Present
Goldman Sachs December 2007 - January 2012
Harvard University September 2002 - November 2007
Skills
MatLab, R, SQL, KDB, VBA, Bloomberg, Barra Aegis, large data set..., probability and..., Portfolio Optimization, portfolio analytics, Equities, Equity Trading, Options, Derivatives, Hedge Funds, Quantitative Finance, Fixed Income
Education
Harvard University 2002 — 2007
PhD, Physics
Nanjing University 1998 — 2002
BS, Physics
Frederick Leidner's Fidelity Investments Experience 1999 - 2001
Job Owner, Island Computer Solutions
Industry Computer Networking
Experience
Island Computer Solutions October 2000 - Present
Fidelity Investments 1999 - 2001
The Bank of New York June 1998 - November 1999
Skills
Start-ups, Microsoft Office, Entrepreneurship, Small Business, Microsoft Excel
Education
Harvard University 1991 — 1995
Bachelor of Arts (B.A.), Economics
Island Computer Solutions October 2000 - Present
Fidelity Investments 1999 - 2001
The Bank of New York June 1998 - November 1999
Skills
Start-ups, Microsoft Office, Entrepreneurship, Small Business, Microsoft Excel
Education
Harvard University 1991 — 1995
Bachelor of Arts (B.A.), Economics
Jeff Mitchell's Fidelity Investments Experience 2011 - Present
Job Head of Research, Global Asset Allocation, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2011 - Present
Strategic Advisers, Inc. January 2007 - September 2011
FMR Co January 2003 - January 2007
Skills
Management, Equities, Fixed Income, Bloomberg, Investments, Portfolio Management, Financial Modeling, Hedge Funds, Equity Research, Valuation, Capital Markets, Alternative Investments
Education
Harvard University 1990 — 1995
AB, Economics
Harvard University 1990 — 1995
Bachelor of Arts (BA), Economics
Fidelity Investments 2011 - Present
Strategic Advisers, Inc. January 2007 - September 2011
FMR Co January 2003 - January 2007
Skills
Management, Equities, Fixed Income, Bloomberg, Investments, Portfolio Management, Financial Modeling, Hedge Funds, Equity Research, Valuation, Capital Markets, Alternative Investments
Education
Harvard University 1990 — 1995
AB, Economics
Harvard University 1990 — 1995
Bachelor of Arts (BA), Economics
Elizabeth Montoni's Fidelity Investments Experience January 2013 - August 2014
Job eDiscovery Manager / Sr. Litigation Paralegal The MENTOR Network
Industry Legal Services
Experience
The MENTOR Network January 2015 - Present
Fidelity Investments January 2013 - August 2014
Brown Rudnick LLP March 2011 - May 2012
K&L Gates July 1984 - March 2009
Butler Bank 2009 - 2009
Holland & Hart LLP 1983 - 1984
Skills
Litigation, Trials, Intellectual Property, Arbitration, Litigation Support, Document Review, Employment Law, Commercial Litigation, Class Actions, Depositions, Securities Regulation, Bankruptcy, Legal Writing, Legal Assistance, Westlaw, Corporate Law, Legal Research
Education
Harvard University Extension School 1987 — 1994
Bachelor's Degree, American Government and Politics (United States)
Harvard University
The MENTOR Network January 2015 - Present
Fidelity Investments January 2013 - August 2014
Brown Rudnick LLP March 2011 - May 2012
K&L Gates July 1984 - March 2009
Butler Bank 2009 - 2009
Holland & Hart LLP 1983 - 1984
Skills
Litigation, Trials, Intellectual Property, Arbitration, Litigation Support, Document Review, Employment Law, Commercial Litigation, Class Actions, Depositions, Securities Regulation, Bankruptcy, Legal Writing, Legal Assistance, Westlaw, Corporate Law, Legal Research
Education
Harvard University Extension School 1987 — 1994
Bachelor's Degree, American Government and Politics (United States)
Harvard University
Parinay Malik's Fidelity Investments Experience July 2013 - Present
Job Systems Analyst
Industry Financial Services
Experience
Guest Speaker January 2015 - Present
Fidelity Investments July 2013 - Present
Fidelity Investments July 2011 - July 2013
New England DanceSport Championship May 2012 - June 2013
Rochester Institute of Technology September 2010 - May 2011
DISA June 2010 - May 2011
SenSee Kiosks March 2010 - August 2010
OASIS - RIT Organization June 2009 - May 2010
Drishti Eye Laser Center November 2006 - July 2009
OASIS - RIT Organization June 2008 - May 2009
Skills
Business Analytics, Tableau, Data Visualization, Entrepreneurship, Business Analysis, Systems Analysis, PHP, Software Development, Web Development, Java, MySQL, HTML, System Architecture, Database Design, Organizational..., jQuery, Human Computer..., JavaScript, SQL, Business Development, Organizational Behavior, Business Ethics, Human Resources, Information Gathering, SDL Tridion, Business Performance..., Business Planning, Business Strategy, Oracle SQL, Financial & Operational...
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Massachusetts Institute of Technology
Business Analytics: Systems Engineering and Architecture
Rochester Institute of Technology 2007 — 2011
Bachelor of Science (B.Sc.), Information Technology and Business Management
Harvard University
Harvard Business Publishing - Harvard ManageMentor
Guest Speaker January 2015 - Present
Fidelity Investments July 2013 - Present
Fidelity Investments July 2011 - July 2013
New England DanceSport Championship May 2012 - June 2013
Rochester Institute of Technology September 2010 - May 2011
DISA June 2010 - May 2011
SenSee Kiosks March 2010 - August 2010
OASIS - RIT Organization June 2009 - May 2010
Drishti Eye Laser Center November 2006 - July 2009
OASIS - RIT Organization June 2008 - May 2009
Skills
Business Analytics, Tableau, Data Visualization, Entrepreneurship, Business Analysis, Systems Analysis, PHP, Software Development, Web Development, Java, MySQL, HTML, System Architecture, Database Design, Organizational..., jQuery, Human Computer..., JavaScript, SQL, Business Development, Organizational Behavior, Business Ethics, Human Resources, Information Gathering, SDL Tridion, Business Performance..., Business Planning, Business Strategy, Oracle SQL, Financial & Operational...
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Massachusetts Institute of Technology
Business Analytics: Systems Engineering and Architecture
Rochester Institute of Technology 2007 — 2011
Bachelor of Science (B.Sc.), Information Technology and Business Management
Harvard University
Harvard Business Publishing - Harvard ManageMentor
James Layden's Fidelity Investments Experience August 2003 - September 2004
Job Sr. Credit Risk Analyst at Citizens Bank
Industry Banking
Experience
Citizens Bank April 2007 - Present
Citizens Financial Group, Inc. 2007 - 2015
Citizens Financial Group, Inc. 2007 - 2015
Washington Mutual June 2005 - April 2007
Fidelity Investments August 2003 - September 2004
Federal Reserve Bank of Boston August 2001 - August 2003
ISO May 1997 - August 2001
Skills
SAS programming, SQL, Moody's Risk Frontier, Financial Statement..., Statistics, Credit Risk, Credit Analysis, Operational Risk, Loans, Banking, Credit, Risk Management, Basel II, Commercial Banking, Retail Banking, Financial Analysis, Finance, SAS, Analysis, Portfolio Management, Economic Capital, Stress Testing, SAS Base
Education
Harvard University 2003 — 2005
Master's degree, Statistics
Northern Illinois University 1990 — 1992
Bachelor of Applied Science (B.A.Sc.), Mathematics
Citizens Bank April 2007 - Present
Citizens Financial Group, Inc. 2007 - 2015
Citizens Financial Group, Inc. 2007 - 2015
Washington Mutual June 2005 - April 2007
Fidelity Investments August 2003 - September 2004
Federal Reserve Bank of Boston August 2001 - August 2003
ISO May 1997 - August 2001
Skills
SAS programming, SQL, Moody's Risk Frontier, Financial Statement..., Statistics, Credit Risk, Credit Analysis, Operational Risk, Loans, Banking, Credit, Risk Management, Basel II, Commercial Banking, Retail Banking, Financial Analysis, Finance, SAS, Analysis, Portfolio Management, Economic Capital, Stress Testing, SAS Base
Education
Harvard University 2003 — 2005
Master's degree, Statistics
Northern Illinois University 1990 — 1992
Bachelor of Applied Science (B.A.Sc.), Mathematics
Keegan Toci's Fidelity Investments Experience August 2007 - September 2010
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock September 2010 - Present
Fidelity Investments August 2007 - September 2010
Skills
Series 7, Series 63, Bloomberg, Securities Lending, ETFs, Equity Trading, Asset Management, Capital Markets, Hedge Funds, Hedging, Institutional..., Mutual Funds, Prime Brokerage, Trading, Trading Strategies
Education
Harvard University 2003 — 2007
Bachelor of Arts, Economics
BlackRock September 2010 - Present
Fidelity Investments August 2007 - September 2010
Skills
Series 7, Series 63, Bloomberg, Securities Lending, ETFs, Equity Trading, Asset Management, Capital Markets, Hedge Funds, Hedging, Institutional..., Mutual Funds, Prime Brokerage, Trading, Trading Strategies
Education
Harvard University 2003 — 2007
Bachelor of Arts, Economics
Mohammed Quli Khan's Fidelity Investments Experience March 2015 - Present
Job Management Consultant Fidelity Business Consulting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments July 2013 - Present
Fidelity Investments January 2009 - July 2013
Fidelity Investments January 2006 - January 2009
Skills
Financial Analysis, Financial Modeling, IT Audit, Risk Management, Business Analysis, Sarbanes-Oxley Act, Valuation, Management Consulting, Analytics, Investments, Management, Project Management
Education
Boston University 2011 — 2014
MBA, Finance and Strategy
Northeastern University 2003 — 2005
MIS, Management Information Systems, General
University of Mumbai 1999 — 2003
Bachelor's degree, Computer Science
Harvard University
Harvard University
Harvard University
Harvard University
Fidelity Investments March 2015 - Present
Fidelity Investments July 2013 - Present
Fidelity Investments January 2009 - July 2013
Fidelity Investments January 2006 - January 2009
Skills
Financial Analysis, Financial Modeling, IT Audit, Risk Management, Business Analysis, Sarbanes-Oxley Act, Valuation, Management Consulting, Analytics, Investments, Management, Project Management
Education
Boston University 2011 — 2014
MBA, Finance and Strategy
Northeastern University 2003 — 2005
MIS, Management Information Systems, General
University of Mumbai 1999 — 2003
Bachelor's degree, Computer Science
Harvard University
Harvard University
Harvard University
Harvard University
Jamie Mannion's Fidelity Investments Experience July 2011 - Present
Job Financial Analyst IV at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Harvard University September 2007 - July 2011
Fidelity Investments June 2010 - August 2010
Fidelity Investments June 2009 - August 2009
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Fidelity Investments July 2011 - Present
Harvard University September 2007 - July 2011
Fidelity Investments June 2010 - August 2010
Fidelity Investments June 2009 - August 2009
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Economics
David Reavill's Fidelity Investments Experience 1994 - 2003
Job Technical Lead at Vertex Computer Systems
Industry Financial Services
Experience
Vertex Computer Systems May 2011 - Present
GMO LLC August 2003 - May 2011
Fidelity Investments 1994 - 2003
American Financial Systems, Inc. 1992 - 1994
John Hancock Life Insurance Company (U.S.A.) 1985 - 1992
Skills
SQL Server, ASP.NET, C#, .NET, SQL, T-SQL, VBA, LINQ, ADO.NET, Visual Basic, Microsoft SQL Server, SSRS, Web Services, Databases, SSIS, SDLC, Agile Methodologies, WCF, Database Design, Silverlight, TFS, VB.NET, WPF, Visual Studio, XML, AJAX, ASP.NET MVC
Education
Harvard University 1979 — 1984
A.B., Computer Science
Simsbury High School
Vertex Computer Systems May 2011 - Present
GMO LLC August 2003 - May 2011
Fidelity Investments 1994 - 2003
American Financial Systems, Inc. 1992 - 1994
John Hancock Life Insurance Company (U.S.A.) 1985 - 1992
Skills
SQL Server, ASP.NET, C#, .NET, SQL, T-SQL, VBA, LINQ, ADO.NET, Visual Basic, Microsoft SQL Server, SSRS, Web Services, Databases, SSIS, SDLC, Agile Methodologies, WCF, Database Design, Silverlight, TFS, VB.NET, WPF, Visual Studio, XML, AJAX, ASP.NET MVC
Education
Harvard University 1979 — 1984
A.B., Computer Science
Simsbury High School
Graham Morrell's Fidelity Investments Experience 2004 - 2008
Job Senior Vice President at The Trout Group
Industry Financial Services
Experience
The Trout Group 2012 - Present
OTR Global 2010 - 2012
Canaccord Adams 2009 - 2010
Balyasny Asset Management L.P. 2008 - 2009
Fidelity Investments 2004 - 2008
Education
Harvard University
B.A., Government
Belmont Hill
The Trout Group 2012 - Present
OTR Global 2010 - 2012
Canaccord Adams 2009 - 2010
Balyasny Asset Management L.P. 2008 - 2009
Fidelity Investments 2004 - 2008
Education
Harvard University
B.A., Government
Belmont Hill
Brian Younger's Fidelity Investments Experience July 1998 - January 2008
Job Portfolio Manager at Folger Hill Asset Management
Industry Financial Services
Experience
Folger Hill Asset Management January 2015 - Present
BlueCrest Capital Management, LLP March 2014 - September 2014
SAC Capital February 2008 - March 2014
Fidelity Investments July 1998 - January 2008
Skills
Hedge Funds, Equities, Alternative Investments, Asset Management, Portfolio Management, Financial Modeling, Investments, Capital Markets, Valuation, Bloomberg
Education
Harvard University 1994 — 1998
AB with Honors, Economics
Folger Hill Asset Management January 2015 - Present
BlueCrest Capital Management, LLP March 2014 - September 2014
SAC Capital February 2008 - March 2014
Fidelity Investments July 1998 - January 2008
Skills
Hedge Funds, Equities, Alternative Investments, Asset Management, Portfolio Management, Financial Modeling, Investments, Capital Markets, Valuation, Bloomberg
Education
Harvard University 1994 — 1998
AB with Honors, Economics
Kelty Whitworth White's Fidelity Investments Experience 1995 - 1996
Job President at CareerLeader, LLP
Industry Professional Training & Coaching
Experience
CareerLeader, LLP 2002 - Present
Harvard Business School 1999 - 2002
Harvard University, Development Office 1998 - 1999
Ammirati Puris Lintas 1997 - 1998
Bates North America 1996 - 1997
Fidelity Investments 1995 - 1996
Skills
Strategic Planning, Business Strategy, Leadership Development
Education
Harvard College 1991 — 1995
Bachelor of Arts (B.A.), Pre-Med/Anthropology
Ursuline Academy 1987 — 1991
CareerLeader, LLP 2002 - Present
Harvard Business School 1999 - 2002
Harvard University, Development Office 1998 - 1999
Ammirati Puris Lintas 1997 - 1998
Bates North America 1996 - 1997
Fidelity Investments 1995 - 1996
Skills
Strategic Planning, Business Strategy, Leadership Development
Education
Harvard College 1991 — 1995
Bachelor of Arts (B.A.), Pre-Med/Anthropology
Ursuline Academy 1987 — 1991
Anne Donaghy's Fidelity Investments Experience June 1996 - Present
Job Registrar, Corporate Art Collection at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1996 - Present
Education
Harvard University 1996 — 2000
Management Certificate, Radcliffe Seminars, Business Administration and Management, General
Simmons College 1990 — 1993
Master of Science (MS), Library and Information Science
Kent State University 1983 — 1986
Post-graduate study, Art History, Criticism and Conservation
Hiram College 1979 — 1983
Bachelor's degree, English Language and Literature/Letters
Fidelity Investments June 1996 - Present
Education
Harvard University 1996 — 2000
Management Certificate, Radcliffe Seminars, Business Administration and Management, General
Simmons College 1990 — 1993
Master of Science (MS), Library and Information Science
Kent State University 1983 — 1986
Post-graduate study, Art History, Criticism and Conservation
Hiram College 1979 — 1983
Bachelor's degree, English Language and Literature/Letters
Julie Lavelle's Fidelity Investments Experience October 2009 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2009 - Present
Education
Harvard University
Bachelor of Liberal Arts
Fidelity Investments October 2009 - Present
Education
Harvard University
Bachelor of Liberal Arts
Alex Lamont's Fidelity Investments Experience Assistant Vice PresidentNew England Merchants National BankJuly 1965 - October 1980
Job Retired at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Assistant Vice PresidentNew England Merchants National BankJuly 1965 - October 1980
Education
Harvard University 1961 — 1965
Bachelor of Arts (B.A.), American History
Fidelity Investments Assistant Vice PresidentNew England Merchants National BankJuly 1965 - October 1980
Education
Harvard University 1961 — 1965
Bachelor of Arts (B.A.), American History
James Layden's Fidelity Investments Experience August 2003 - September 2004
Job Quantitative Analyst at RBS Citizens Financial Group
Industry Banking
Experience
RBS Citizens Financial Group April 2007 - Present
Washington Mutual June 2005 - April 2007
State Street Associates September 2004 - February 2005
Fidelity Investments August 2003 - September 2004
Federal Reserve Bank of Boston August 2001 - August 2003
Insurance Services Office (ISO) May 1997 - August 2001
Skills
Statistical Data..., Statistical Modeling, Probability Theory, Econometrics, SAS programming, SQL, Financial Statements, Macroeconomics, Microsoft Excel, Microsoft Word
Education
Harvard University 2003 — 2005
Master's degree, Statistics
Northern Illinois University 1990 — 1992
Bachelor's degree, Mathematics
RBS Citizens Financial Group April 2007 - Present
Washington Mutual June 2005 - April 2007
State Street Associates September 2004 - February 2005
Fidelity Investments August 2003 - September 2004
Federal Reserve Bank of Boston August 2001 - August 2003
Insurance Services Office (ISO) May 1997 - August 2001
Skills
Statistical Data..., Statistical Modeling, Probability Theory, Econometrics, SAS programming, SQL, Financial Statements, Macroeconomics, Microsoft Excel, Microsoft Word
Education
Harvard University 2003 — 2005
Master's degree, Statistics
Northern Illinois University 1990 — 1992
Bachelor's degree, Mathematics
Derek Janssen's Fidelity Investments Experience July 2007 - Present
Job Portfolio Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2007 - Present
Skystone Capital Management May 2005 - June 2007
Citadel LLC June 2003 - December 2004
Education
Harvard University 2002 — 2003
Master's degree, Statistics
Stanford University 1998 — 2002
Bachelor's degree, Economics
Fidelity Investments July 2007 - Present
Skystone Capital Management May 2005 - June 2007
Citadel LLC June 2003 - December 2004
Education
Harvard University 2002 — 2003
Master's degree, Statistics
Stanford University 1998 — 2002
Bachelor's degree, Economics
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank