Fidelity Investments

Industry: Financial services company

Description

Fidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC

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Fidelity Investments Employees

Employee
Years
Job
Industry
Carson Albright Carson Albright Dallas/Fort Worth Area Details
Carson Albright's Fidelity Investments Experience October 2014 - Present
Job I am good at helping people and solving problems
Industry Financial Services
Experience
Fidelity Investments   October 2014 - Present
Counseling Associates Inc.  September 2012 - August 2014

Skills
Series 7, Series 63, Interpersonal..., Teaching, Nonprofits, Tutoring, Program Development, Community Outreach, Independent Thinking, Microsoft Office, Plan Implementation, Program Status...

Education
Hendrix College   2008 — 2012
Bachelor of Arts (B.A.), Psychology

Tommy Balcetis Tommy Balcetis Denver, Colorado Details
Tommy Balcetis's Fidelity Investments Experience July 2010 - August 2012
Job Manager, Basketball Analytics at Denver Nuggets
Industry Sports
Experience
Denver Nuggets  August 2013 - Present
National Basketball Association  July 2012 - July 2013
Fidelity Investments   July 2010 - August 2012
National Basketball Association  June 2009 - August 2009
Harvard Distribution Services   October 2007 - March 2009
Ernst & Young  May 2008 - July 2008
SEB  July 2007 - August 2007
Finasta   May 2007 - July 2007

Skills
Data Analysis, Valuation, Project Management, Strategic Planning, Business Planning, Financial Modeling, Microsoft Excel, PowerPoint, Investments, Microsoft Office, Basketball, Business Strategy, Leadership, Market Research, Analysis, Corporate Finance, Management Consulting, CRM, Marketing, Analytics, Portfolio Management

Education
Harvard University   2006 — 2010
BA, Economics. Secondary: Psychology

Tuck Business School (Bridge Program)   2010 — 2010

Susan Kless Susan Kless Greater Boston Area Details
Susan Kless's Fidelity Investments Experience November 2013 - Present
Job Retirement Plan Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2013 - Present
Mercer (Previously Putnam Investments)   January 2005 - July 2013
Putnam Investments  1996 - December 2004
Bank of Hawaii (previously Hawaiian Trust Company, Limited)   1993 - 1996
PaineWebber  1990 - 1992
Morgan Stanley  1989 - 1990
Hewlett-Packard  1987 - 1989

Skills
Leadership, Pensions, 401k, Employee Benefits, Defined Benefit, Benefits Administration, Retirement, Financial Services, Retirement Planning, Mutual Funds Management, Risk Management, Customer Service, Team Building, Mutual Funds, Defined Contribution, Pension Administration, Business Planning, Insurance, Relationship Management, Series 6, CRM, Investments

Education
Hawaii Pacific University   1993 — 1996
BSBA, Business

Phyllis Clark Phyllis Clark Greater Boston Area Details
Phyllis Clark's Fidelity Investments Experience July 2015 - Present
Job Vice President, Workplace Participant Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2015 - Present
Fidelity Investments   July 2013 - Present
Bank of America (formerly Fleet Financial Group)   June 1990 - May 1993

Education
Babson College - F.W. Olin Graduate School of Business   2011 — 2013
MBA

Harvard University   1986 — 1990
BA, History

St. Paul's School   1983 — 1986

Erol Munuz Erol Munuz Greater Boston Area Details
Erol Munuz's Fidelity Investments Experience September 2011 - February 2015
Job Senior Vice President at Fidelity Investments
Industry Public Relations and Communications
Experience
Bain & Company  March 2015 - Present
Fidelity Investments   September 2011 - February 2015
Fidelity Investments   September 2008 - September 2011
Truman Company   May 2006 - September 2008
The Boston Consulting Group  2002 - 2006
Hill & Knowlton  2000 - 2002

Skills
Strategic Communications, Thought Leadership, Media Relations, Sponsorship, Corporate Communications, Strategy, Crisis Communications, Message Development, Communication Training, Crisis Management, Internal Communications, Entrepreneurship, Press Releases, Speech Writing, Financial Services, Program Management, Investor Relations, Messaging

Education
Harvard University Kennedy School of Government   1996 — 1997
MPA

Syracuse University   1980 — 1984
BS

Jody Meth Jody Meth Greater New York City Area Details
Jody Meth's Fidelity Investments Experience July 2006 - August 2009
Job Practice Director at BridgePoint Group, LLC
Industry Financial Services
Experience
BridgePoint Group, LLC  January 2012 - Present
Savvy Ladies   2011 - Present
Harvard Kennedy School of Government  July 2010 - May 2011
Women's Leadership Fund   February 2010 - July 2010
Fidelity Investments   July 2006 - August 2009
JPMorgan Chase  October 1999 - July 2006
Bankers Trust Company  1986 - 1999
Federal Reserve Bank of New York  July 1980 - May 1986

Skills
CRM, Strategy, Organizational..., Leadership, Product Management, Program Management, Strategic Planning, Competitive Analysis, Securities, Management, Business Strategy, Change Management, Risk Management, Banking, Finance, Financial Services, Portfolio Management

Education
Harvard University, John F. Kennedy School of Government   2010 — 2011
MC-MPA, Public Administration

New York University - Leonard N. Stern School of Business   1982 — 1986
MBA, Finance

Mount Holyoke College   1976 — 1980
BA, Politics

Shitanshu Patel Shitanshu Patel North Brunswick, New Jersey Details
Shitanshu Patel's Fidelity Investments Experience October 2009 - August 2010
Job ETL Developer
Industry Information Technology and Services
Experience
Unum  February 2014 - Present
CSX  January 2013 - January 2014
Standard & Poor's   October 2011 - December 2012
GE  November 2010 - September 2011
Fidelity Investments   October 2009 - August 2010
Axis Bank  January 2009 - September 2009
SABIC  September 2008 - December 2008
GE  January 2008 - August 2008
GE Healthcare  August 2007 - December 2007
GE  February 2007 - July 2007

Skills
Informatica, Data Warehousing, Oracle, Teradata, Business Intelligence, OBIEE, Unix, ODI, IDQ, Talend Open Studio, ETL, PL/SQL, SDLC, Data Modeling, Microsoft SQL Server, Erwin, SQL, Performance Tuning

Education
Hemchandracharya North Gujarat University   2000 — 2006
MS In Computer Application., Computer Science

S.V.High School   1998 — 2000
H.S.C, Science

Shenkiat Lim Shenkiat Lim Boston, Massachusetts Details
Shenkiat Lim's Fidelity Investments Experience December 2006 - January 2011
Job Vice President, Staff Support & Administration at Teach For America
Industry Nonprofit Organization Management
Experience
Teach For America  January 2012 - Present
Teach For America  January 2011 - January 2012
Fidelity Investments   December 2006 - January 2011
Fidelity Investments   July 2004 - May 2006
Teach for America  July 2000 - June 2002
Hay Group  July 1999 - June 2000
Hay Group  July 1998 - June 1999

Skills
Strategy, Financial Services, Management, Finance, Team, Analytics, Business Process..., Program Management, Staff Development, Data Analysis, Cross-functional Team..., Investments, Executive Management, Competitive Analysis, Strategic Planning, Management Consulting, Leadership, Nonprofits, Consulting

Education
Massachusetts Institute of Technology - Sloan School of Management   2002 — 2004
MBA, Business Administration

Harvard University   1994 — 1998
AB, English

Staci Duckworth Staci Duckworth Dallas/Fort Worth Area Details
Staci Duckworth's Fidelity Investments Experience January 2009 - Present
Job Senior Staffing Consultant, Personal Investments
Industry Staffing and Recruiting
Experience
Fidelity Investments   January 2009 - Present
Fidelity Investments   April 2007 - January 2009
Staff Care  2005 - 2007
Victoria's Secret  June 2002 - April 2005

Education
Henderson State University   1998 — 2002
Bachelor of Science, Family and Consumer Sciences/Human Sciences

Ken Mason Ken Mason Cincinnati, Ohio Details
Ken Mason's Fidelity Investments Experience March 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2015 - Present
Northwestern Mutual  December 2013 - December 2014
Ruby Tuesday  May 2011 - August 2014
Outback Steakhouse  January 2010 - August 2010

Skills
Microsoft Excel, Microsoft Word, Access, PowerPoint, Time Management, Critical Thinking, Teamwork, Telephone Skills

Education
University of Cincinnati College of Business   2013 — 2015
Bachelor's degree, Finance, General

University of Cincinnati-Clermont College   2011 — 2013
Associate's degree, Business administration

Heidelberg College   2010 — 2011
none, Criminal Justice/Police Science

Turpin Highschool

Shafiq Ahmed Shafiq Ahmed San Jose, California Details
Shafiq Ahmed's Fidelity Investments Experience February 2007 - November 2010
Job Senior Software Developer at DELL Inc.
Industry Computer Software
Experience
Dell Inc  February 2012 - Present
ShoreTel  December 2010 - February 2012
Fidelity Investments   February 2007 - November 2010
Oracle  August 2006 - February 2007
Hewlett Packard  August 1998 - July 2006
Syracuse University  August 1995 - July 1997
Simon and Schuster  May 1996 - June 1997

Skills
Debugging, C++, Distributed Systems, Agile Methodologies, Software Documentation, Enterprise Software, Java Enterprise Edition, Oracle, Unix, .NET, Software Development, Algorithm Design, Perl, Java, Cloud Computing, C#, Software Engineering, Linux

Education
Harvard University   2004 — 2009
CAS, Computer Science

Syracuse University   1995 — 1998
MS, Computer Science

Syracuse University   1995 — 1997
MS, Mathematics

Utah State University   1989 — 1995
BS, Mathematics

Sylhet Government Pilot High School
S.S.C., Science

Ashley Reynolds Ashley Reynolds Raleigh-Durham, North Carolina Area Details
Ashley Reynolds's Fidelity Investments Experience October 2013 - March 2014
Job Marketing & Sales
Industry Hospital & Health Care
Experience
BCBSNC  October 2014 - Present
Thermo Fisher Scientific  April 2014 - October 2014
Fidelity Investments   October 2013 - March 2014
Cisco  April 2013 - August 2013
The Stone Resource   January 2012 - March 2013
Counter Intelligence  August 2010 - June 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, PowerPoint, Project Management, Estimating, Sales Management, Salesforce.com, Direct Sales, Outside Sales, Critical Thinking, Strategic Planning, Marketing Strategy, Thinking Outside The Box, Customer Service, Operations Management, Project Accounting, Human Resources, Benefits Administration, Spreadsheets, Billing Systems, Telecommunications, Accounting, Project Coordination, Account Management, Leadership, Management, Pricing, Sales, Team Building

Education
High Point University   2006 — 2010
Bachelor of Science (B.Sc.), Business, Management, Marketing, and Related Support Services & Minor in Sales

Hardik Thakkar Hardik Thakkar Morrisville, North Carolina Details
Hardik Thakkar's Fidelity Investments Experience August 2015 - Present
Job Senior Software Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   August 2015 - Present
Cisco systems  April 2015 - August 2015
Experis  March 2015 - August 2015
Royal Bank of Scotland  November 2013 - February 2015
Sapient Global Markets  April 2012 - November 2013
Sapient Global Markets  September 2010 - March 2012
HighQ Solutions   March 2009 - August 2010
Echelon Consulting Ltd   January 2009 - March 2009
I-Link Infosoft Consultants Pvt. Ltd.   July 2007 - January 2009
saltriver Info System pvt. Ltd.   January 2007 - June 2007

Skills
Java, Java Enterprise Edition, Software Development, Hibernate, Architecture, Domain Names, TDD, PL/SQL, AJAX, Struts, Microsoft SQL Server, SQL, Agile Methodologies, Architectures, Oracle, MySQL, JUnit, Spring Framework, Test Driven Development

Education
Hemchandracharya North Gujarat University   2003 — 2007
BE, Computer Engineering, 1st Class

Seth R T Sr Secondary School   2001 — 2003
HSC, Science, Distinction

Daniel Sussman Daniel Sussman Greater Boston Area Details
Daniel Sussman's Fidelity Investments Experience May 2014 - Present
Job Security Officer with Massachusetts General Hospital
Industry Law Enforcement
Experience
Massachusetts General Hospital  May 2015 - Present
Fidelity Investments   May 2014 - Present
Plymouth Police   May 2013 - August 2013
Citizen Police Academy   January 2013 - April 2013
Dunkin' Donuts  April 2009 - August 2010
Camp Bourndale   June 2008 - August 2009

Skills
Weightlifting, Martial Arts, Firearms, Microsoft Word, PowerPoint, Microsoft Excel, Wrestling, Police, Teamwork

Education
High Point University   2010 — 2014
Bachelor of Arts (B.A.), Criminal Justice/Police Science

Andrew Stranberg Andrew Stranberg Amherst, Massachusetts Details
Andrew Stranberg's Fidelity Investments Experience June 2015 - Present
Job Student at Umass Amherst
Industry
Experience
Fidelity Investments   June 2015 - Present
Boston Public Schools  July 2009 - August 2013
Xerox  December 2011 - January 2013
Stop & Shop  September 2009 - January 2013

Education
Umass Amherst   2011 — 2015
Bachelor's Degree, Economics, Germanic Studies

Ruprecht-Karls-Universität Heidelberg   2012 — 2013
Volkswirtschaftslehre, Germanistik im Kulturvergleich

Jeremy Georghiou Jeremy Georghiou Raleigh-Durham, North Carolina Area Details
Jeremy Georghiou's Fidelity Investments Experience July 2014 - Present
Job IT Manager in the Financial Services Sector, International MBA
Industry Information Technology and Services
Experience
Fidelity Investments   July 2014 - Present
Fidelity Investments   January 2009 - January 2013
Ready Applications   January 2011 - December 2012
IBM  June 2007 - January 2009
Plexus  November 2005 - October 2006
Credit Suisse  June 2006 - August 2006
Sento  September 2001 - November 2005

Skills
Software Development, Leadership, Dynatrace, Performance Tuning, Business Strategy, Entrepreneurship, Strategy, Technology Leadership, IT Strategy, Management, Testing, Mobile Applications, Business Development, Enterprise Architecture, Business Analysis, Java, BRMS, Agile Methodologies

Education
HEC School of Management / HEC Paris   2013 — 2014
Master of Business Administration (MBA), Strategy

New York University - Leonard N. Stern School of Business   2014 — 2014
Master of Business Administration (M.B.A.), Foreign Exchange, Specialization in Entrepreneurship and Innovation

North Carolina State University   2004 — 2007
BS, Computer Engineering

Durham Technical Community Col   2002 — 2004
University Transfer Program

ECPI   2001 — 2001
IT Diploma, Information Technology

Kurt Ryden Kurt Ryden Greater New York City Area Details
Kurt Ryden's Fidelity Investments Experience June 1994 - August 1994
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan  August 1995 - Present
Fidelity Investments   June 1994 - August 1994

Skills
Alternative Investments, Private Equity, Hedge Funds, Fixed Income, Investments, Equities, Capital Markets, Asset Managment, Investment Banking, Series 7, Portfolio Management, Securities, Asset Allocation, Bloomberg, Investment Management, Wealth Management, Asset Management

Education
Northwestern University - Kellogg School of Management   1993 — 1995
MBA, Finance and Marketing

Haverford College   1984 — 1988
Bachelor of Arts (B.A.)

New Trier High School   1980 — 1984
High School

Garry Taylor Garry Taylor New York, New York Details
Garry Taylor's Fidelity Investments Experience April 2007 - January 2012
Job Vice President, Focus Financial Partners
Industry Financial Services
Experience
Focus Financial Partners  2012 - Present
Fidelity Investments   April 2007 - January 2012
Merrill Lynch  September 2001 - April 2007
Torrie & Co. (now Charles Stanley & Co. Limited)   October 1998 - March 2001
Capel Cure Sharp   October 1996 - October 1998

Skills
Wealth Management, Mutual Funds, Investment Advisory, Financial Analysis, New Business Development, Due Diligence, Process Improvement, Business Process..., Equities, Requirements Gathering

Education
Heriot-Watt University   1992 — 1996
MA, Accountancy & Finance, First Class Honors

Walter Stahr Walter Stahr Orange County, California Area Details
Walter Stahr's Fidelity Investments Experience 1995 - 1998
Job Author at Walter Stahr
Industry Publishing
Experience
Walter Stahr   2000 - Present
Phillips Exeter Academy  2009 - 2014
Emerging Markets Partnership  1999 - 2010
Fidelity Investments   1995 - 1998
US Securities and Exchange Commission  1990 - 1995
Cleary Gottlieb  1982 - 1990

Education
Harvard Kennedy School of Government   1979 — 1982
MPP

Havard Law School   1978 — 1982
J.D.

Stanford University   1975 — 1978
AB, Political Science

Phillips Exeter Academy   1972 — 1975

Nathaniel Casey Nathaniel Casey Danvers, Massachusetts Details
Nathaniel Casey's Fidelity Investments Experience June 2014 - August 2014
Job Student at Harvard College, Applied Mathematics Concentrator
Industry
Experience
Harvard Financial Analysts Club  December 2013 - Present
The Blackstone Group  June 2015 - August 2015
Harvard Management Company  November 2014 - December 2014
Fidelity Investments   June 2014 - August 2014
Amateur Softball Association/USA Softball  May 2009 - September 2013

Education
Harvard University   2012 — 2016
A.B., Applied Mathematics - Economics

St. John's Preparatory School   2008 — 2012

Keegan Reimer Keegan Reimer Vancouver, Canada Area Details
Keegan Reimer's Fidelity Investments Experience December 2010 - September 2014
Job Dealer Representative at Walton Capital Management Inc.
Industry Financial Services
Experience
Walton Capital Management Inc.   January 2015 - Present
Fidelity Investments   December 2010 - September 2014
C4X Tanzania Ltd   2013 - 2014
Western Canada Express   September 2009 - December 2010

Skills
Sales, Investments, Customer Service, Leadership, Public Speaking, Customer Relations, Time Management, Logistics, Finance, Marketing, Financial Analysis, Mutual Funds, Management, Portfolio Management, Strategic Planning, Retirement Planning, Negotiation, Wealth Management

Education
Haskayne School of Business   2005 — 2009
Bachelor of Commerce (B.Com.)

The University of Calgary
Bachelor of Commerce, Haskayne School of Business

William Wolbach William Wolbach Greater Los Angeles Area Details
William Wolbach's Fidelity Investments Experience 1990 - 1995
Job Executive Producer at Lantern Films
Industry Entertainment
Experience
Lantern Films   2000 - Present
Max BMW Motorcycles   2002 - 2004
Fidelity Investments   1990 - 1995
Boston Co.   1980 - 1990

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Photoshop, Teaching, Budgets, Final Cut Pro, Adobe Premier, Photography, Video, Social Media, Premiere, Public Speaking, Editing

Education
Harvard College   1964 — 1968
Bachelor of Arts (BA), English Language and Literature/Letters

NoBalls & Greenough   1958 — 1964
Pass "go" and on to Cambridge, High School/Secondary Diplomas and Certificates

Colt Younger Colt Younger Houston, Texas Details
Colt Younger's Fidelity Investments Experience May 2008 - June 2011
Job VP, Client Services
Industry Financial Services
Experience
Delta Data Software  April 2012 - Present
Delta Data Software  June 2011 - April 2012
Fidelity Investments   May 2008 - June 2011
Princeton Retirement Group  January 2006 - April 2008
AMVESCAP  January 2005 - January 2006
AMVECAP   January 2004 - January 2005

Skills
Process Improvement, Business Analysis, 401k, Series 7, Mutual Funds, Series 63, Vendor Management, Retirement, Investments, Financial Services, Team Leadership, Risk Management, Retirement Planning, Back Office, SDLC, Requirements Analysis, CRM, Management, Leadership, Management Consulting, Finance, Portfolio Management, Strategic Partnerships

Education
Haslam College of Business at the University of Tennessee   1992 — 1996
BS, Finance

Adam Klestinec Adam Klestinec Greater Omaha Area Details
Adam Klestinec's Fidelity Investments Experience May 2007 - August 2008
Job High Volume Resi Sales at ADT
Industry Security and Investigations
Experience
TruGreen  February 2015 - Present
ADT  February 2013 - February 2015
ASCAP  February 2012 - March 2013
The Aden Group   April 2010 - April 2011
Prudential Financial  March 2009 - May 2010
Fidelity Investments   May 2007 - August 2008
fidelity investments   2007 - 2008
EKS&H  2006 - 2007

Skills
Retirement Planning, Investment Strategies, Estate Planning, Wealth Management, Fixed Annuities, Salesforce.com, Prospects, Arbitration, Rate Negotiation, Gmail, Microsoft Office, Life Insurance, Financial Advisory, Prospect, Investments, Insurance, Sales, Customer Service, Marketing, Business Development, Leadership, Networking, Cold Calling, Microsoft Excel, Accounting, New Business Development, Securities, Financial Services, FINRA, Employee Benefits, Finance, Financial Analysis, Series 63, Series 7, Retirement, Strategic Financial..., Mutual Funds, Lead Generation, Small Business, Disability Insurance, Portfolio Management, Investment Advisory, Long-term Care, Term Life Insurance, Personal Finance, Uniform Combined State..., Banking, Health Insurance, Credit, 401k

Education
Hastings College   2002 — 2005
B.A, Accounting

Clarendon College   2000 — 2002
Associates, Liberal Arts

Cheyenne High School   1997 — 2000
Academic Distinction, Mathematics and Statistics

Reed Goodman Reed Goodman Greater Boston Area Details
Reed Goodman's Fidelity Investments Experience January 2010 - May 2010
Job Corporate Communications Executive Emeritus
Industry Public Relations and Communications
Experience
Fidelity Investments   January 2010 - May 2010
Fidelity Investments   2004 - 2009
Weber Shandwick The Weber Group   1997 - 2003
Digital Equipment Corporation  1993 - 1997
IBM  1984 - 1993
Digital Equipment Corporation  1981 - 1984
DuPont  1978 - 1980

Skills
Strategic Communications, Social Media Marketing, Product Marketing, Change Management, Corporate Communications, Media Relations, Strategic Planning, Editing, Public Relations, Integrated Marketing, Crisis Communications, Internal Communications, Strategy, Speech Writing, Marketing Communications, Brand Management, Advertising, Message Development, Management, Cross-functional Team..., Coaching, Public Speaking

Education
Harvard University   1977 — 1978
Ed.M., Human Development and Psychology

University of Pennsylvania   1971 — 1975
B.A., English

Reginald Stanley Reginald Stanley Washington D.C. Metro Area Details
Reginald Stanley's Fidelity Investments Experience 1991 - 1998
Job Managing Partner at Sustainable Growth Strategies, LLC
Industry Financial Services
Experience
Sustainable Growth Strategies, LLC   April 2012 - Present
Calvert Investments, Inc.   June 2000 - March 2012
Boston Community Managed Assets   1999 - 2000
Fidelity Investments   1991 - 1998
Bain and Company  1989 - 1991
McKinsey & Company  June 1987 - August 1987

Skills
Strategic Planning, Budget Design, Sustainable Business, Market Research, Integrated Marketing, Marketing Strategy, Budgeting, Product Development, New Business Development, Marketing Management, Business Planning, Business Strategy, P&L Management, Triple Bottom Line, Financial Analysis, Marketing Communications, Green Marketing, Brand Development, Corporate Social..., Product Marketing, Management, Budgets, Cross-functional Team..., Management Consulting, Leadership, Mutual Funds, Investments, Strategy, Asset Management, Investment Strategies, Series 7, Asset Allocation, Strategic Partnerships, Portfolio Management, Competitive Analysis, Corporate Development, Financial Services, Marketing, Executive Management

Education
University of Pennsylvania - The Wharton School   1987 — 1989
MBA, Marketing and Business Management

University of Pennsylvania   1985 — 1987
BBA, Business

Haverford College   1977 — 1979
Liberal Arts

Rylie Zhang Rylie Zhang Greater Boston Area Details
Rylie Zhang's Fidelity Investments Experience July 2014 - Present
Job Consulting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present
Edward M. Kennedy Institute for the United States Senate  February 2014 - June 2014
UBS  June 2013 - August 2013
Babson College  February 2012 - May 2012
CCTV News  June 2011 - August 2011
Harvard Business School  September 2010 - August 2011
COFCO Corporation  June 2010 - August 2010

Skills
Public Speaking, Entrepreneurship, Data Analysis, Market Research, Leadership, Marketing, Quantitative Analytics, Translation, Program Management, Community Outreach, Financial Analysis, Social Entrepreneurship, Digital Media, Mandarin, Spanish, French

Education
Harvard University   2009 — 2014
A.B.

The Royal Conservatory of Music, Canada   2001 — 2006
ARCT Honors Piano Performance Diploma

The Tuck School of Business at Dartmouth   2014 — 2014
Tuck Business Bridge Summer Program

Sir John A. Macdonald Collegiate Institute   2005 — 2009
High School Diploma

Saroosh Irani Saroosh Irani Arlington, Massachusetts Details
Saroosh Irani's Fidelity Investments Experience December 1998 - March 1999
Job Infor Consulting Service Cloud Director
Industry Information Technology and Services
Experience
Infor  May 2014 - Present
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
IMPEX L.L.C   January 1994 - January 1995
Superlex Trading   January 1993 - January 1994
AskMe Enterprise   January 1991 - January 1993

Skills
Technical Management, Technical Project..., Healthcare Information..., Technology Management, Program Management, Solution Architecture, Enterprise Architecture, Team Building, Pre-sales, Integration, Enterprise Software, Project Management, Software Implementation, Project Planning, Business Intelligence, SDLC, IT Management, Procurement, Human Resources, System Administration, Professional Services, Software Project..., Management, Security, Telecommunications, Information Technology, Leadership, Change Management, Unix, ERP, SaaS, CRM, IT Operations, Systems Analysis, Business Process..., Strategic Planning, Strategy, IT Strategy, Consulting, Requirements Analysis, Vendor Management, Business Analysis, Business Process, Cloud Computing, Project Portfolio..., PMP

Education
Harvard University
Master's degree., Business Administration and Management, General, Management, 3.75

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

Rob Shickel Rob Shickel Greater Boston Area Details
Rob Shickel's Fidelity Investments Experience May 1996 - June 2008
Job Director Operational Risk Management at Iron Mountain
Industry Security and Investigations
Experience
Iron Mountain  May 2015 - Present
Devonshire Investors  June 2008 - Present
Fidelity Investments   May 1996 - June 2008
Fenway Community Health  May 1994 - May 1996

Skills
Risk Assessment, Risk Management, Security, Management, Crisis Management, Security Audits, Strategy, Physical Security, Operational Risk..., Investigation, Business Continuity, Corporate Security, Program Management, Operational Risk, Emergency Management, Vendor Management, Business Continuity..., Financial Risk, Travel Security, Life Safety, Homeland Security, Disaster Recovery, Solution Design, Risk, Environmental Compliance, Compliance, Insurance, Geopolitics, Fire Safety, OSHA, FCPA, OFAC, Card Access, Risk Governance, Workplace Violence, Data Center Security, Background Checks

Education
Harvard University, John F. Kennedy School of Government   2013 — 2013

Harvard University, John F. Kennedy School of Government   2013 — 2013

Keene State College   1989 — 1993
BS, Business Management and Economics

University of Wyoming   1986 — 1987

Timothy Mauro Timothy Mauro Boston, Massachusetts Details
Timothy Mauro's Fidelity Investments Experience 1996 - 1997
Job Securities Trading, International Development
Industry Philanthropy
Experience
Self-employed  2003 - Present
Merrill Lynch  2000 - 2003
Lehman Brothers  1997 - 2000
Fidelity Investments   1996 - 1997

Skills
Securities Trading, Software Development, Database Design, International..., Mathematics, Statistics, Community Outreach, Data Analysis, Securities, NGOs, Analysis, Financial Analysis

Education
Harvard University
BS, Mechanical Engineering

Adrian Cook Adrian Cook Montreal, Canada Area Details
Adrian Cook's Fidelity Investments Experience January 2007 - July 2009
Job Marketing and Strategy Consultant
Industry Marketing and Advertising
Experience
Self Employed  July 2014 - Present
iPerceptions  February 2014 - June 2014
iPerceptions  October 2012 - January 2014
McGill University  November 2011 - October 2012
Fidelity Investments   January 2007 - July 2009
Green Rock Marketing   April 2006 - June 2006
Rise Interactive  June 2005 - August 2005

Skills
Market Research, Digital Marketing, Business Strategy, Marketing, Marketing Communications, Market Analysis, Marketing Strategy, Advertising, Consulting, French, Marketing Research, Project Management, Spanish, Relationship Management, SEM, Online Marketing..., SPSS Desktop Reporter, Program Budgeting, SEO, Financial Analysis, Direct Marketing, MBA, Brazilian Portuguese, Product Marketing, International Relations, SAS, SPSS, Salesforce.com, JIRA, Google Analytics, Voice of the Customer..., Financial Modeling, Strategy, Management, Strategic Planning, CRM, Leadership, Business Development, Analysis, Analytics, Web Analytics, Online Marketing, Competitive Analysis, Business Intelligence, Business Analysis, Data Analysis, Customer Insight, Cross-functional Team..., Management Consulting, Start-ups

Education
HEC Montréal   2012 — 2015
Microprogramme en exploitation de données en intelligence d'affaires, Business Intelligence

McGill University   2009 — 2011
Desautels MBA, Marketing

University of Chicago   2002 — 2006
Bachelor of Arts, International Studies

Upper Canada College   2000 — 2002
High School

Ty Book Ty Book Greater Seattle Area Details
Ty Book's Fidelity Investments Experience June 2014 - August 2014
Job Software Development Engineer at Microsoft
Industry Computer Software
Experience
Microsoft  July 2015 - Present
Harvard University IT   September 2012 - May 2015
Fidelity Investments   June 2014 - August 2014
Bruker Daltonics  June 2013 - August 2013

Skills
Java, C, Algorithms, C++, Computer Science, Software Development, Artificial Intelligence

Education
Harvard University   2011 — 2015
Bachelor of Arts (BA), Computer Science

Peter Fisher Peter Fisher Greater Boston Area Details
Peter Fisher's Fidelity Investments Experience June 2006 - December 2007
Job Partner and Leader of Financial Services Practice at Tapestry Networks
Industry Financial Services
Experience
Tapestry Networks  January 2012 - Present
Abundant Venture Partners  June 2011 - December 2011
Pyramis Global Advisors  January 2008 - December 2010
Fidelity Investments   June 2006 - December 2007
Fidelity Investments   November 1998 - June 2006
Bain & Company  September 1995 - December 1998
National Economic Research Associates  August 1986 - May 1989

Skills
Team Management, Thought Leadership, Strategic Consulting, Corporate Development, Business Strategy, New Business Development, Product Development, Marketing Strategy, Financial Economics, Applied Research, Strategy Development, Portfolio Management, Strategy, Leadership, Management, Risk Management, Business Development, Financial Services

Education
Harvard University   1989 — 1995
Ph. D., Business Economics, Strategy, Finance

Harvard University   1989 — 1995
Master of Arts (M.A.), Business Economics

Northwestern University   1982 — 1986
B. A., Economics

Paula Cleary Paula Cleary Greater New York City Area Details
Paula Cleary's Fidelity Investments Experience 1986 - 1991
Job President at Diagnosis Discovery Foundation, Inc.
Industry Management Consulting
Experience
PinkAid   February 2013 - Present
Green Dunes Consulting   2006 - Present
College Summit  2007 - October 2014
Diagnosis Discovery Foundation, Inc.   2011 - 2011
Student Conservation Association  2000 - 2007
Warburg Pincus Asset Management  1996 - 1999
Dreyfus Retirement Services  1991 - 1996
Fidelity Investments   1986 - 1991
SynCronamics, Inc   1984 - 1986
Digital Techniques Inc.   1983 - 1984

Education
Harvard University   1979 — 1983

Pierre Lafontaine Pierre Lafontaine Montreal, Canada Area Details
Pierre Lafontaine's Fidelity Investments Experience June 2006 - May 2011
Job District Vice President at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments  January 2015 - Present
TD Asset Management  June 2012 - January 2015
Sun Life Global Investments  June 2011 - June 2012
Fidelity Investments   June 2006 - May 2011
TD Bank  May 2005 - July 2006
HSBC Finance  February 2003 - May 2005

Skills
Wealth Management, Investment Strategies, Mutual Funds, Strategic Financial..., Investments, Retirement Planning, Investment Advisory, Financial Advisory, Financial Services, Wealth, Insurance, Retirement, Financial Planning

Education
Canadian Securities Institute (CSI)   2009 — 2009
Certificate, Financial Planning

Université de Montréal - HEC Montréal   2002 — 2005
B.Comm, Finance

Philippe Potvin, CFA Philippe Potvin, CFA Edmonton, Canada Area Details
Philippe Potvin, CFA's Fidelity Investments Experience September 2010 - Present
Job District VicePresident at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2010 - Present
Fidelity Investments   February 2008 - September 2010
RBC Royal Bank  October 2005 - August 2006
Le Groupe Cholette   1998 - 2006
Desjardins Securities  2004 - 2005

Skills
Investments, Risk Management, Securities, Wealth Management, Sales, Investment Strategies, Mutual Funds, Portfolio Management, Management, Mortgage Lending, Finance, Financial Advisory, Strategic Financial..., Asset Allocation, Financial Modeling

Education
Université de Montréal - HEC Montréal   2006 — 2007
MBA

Western University   2000 — 2003
BACS, Finance and Administration

Marianopolis College   1998 — 2000
DEC, Commerce

Académie Lafontaine

Collège Notre-Dame
High School Diploma

Rick Metters Rick Metters Boston, Massachusetts Details
Rick Metters's Fidelity Investments Experience January 2012 - Present
Job Vice President, Community Relations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2012 - Present
MA Alliance of Boys & Girls Clubs   March 2010 - January 2012
Boys & Girls Clubs of Woburn   July 1999 - March 2010
Boys & Girls Club of Woburn  January 1994 - June 1999
Boys & Girls Club of Woburn  January 1992 - December 1993

Skills
Fundraising, Non-profits, Leadership Development, Community Development, Strategic Planning, Team Building, Youth Development, Event Planning, Community Outreach, Volunteer Management, Board Development, Coaching, Event Management, Grant Writing, Grants, Leadership, Media Relations, Nonprofits, Organizational..., Philanthropy, Program Development, Program Management, Public Relations, Public Speaking, Research, Social Media, Social Networking, Staff Development, Strategic Communications

Education
Harvard University   1984 — 1988
AB, Social Studies

Moses Brown School   1980 — 1984
HS Diploma

Scot Marshall-Pryde PMP CFA Scot Marshall-Pryde PMP CFA Greater Boston Area Details
Scot Marshall-Pryde PMP CFA's Fidelity Investments Experience 2006 - 2007
Job Global Enterprise Project Management Consultant
Industry Information Technology and Services
Experience
Cambridge International Projects   October 2003 - Present
Baxalta  December 2014 - July 2015
Santander Bank, N.A.   August 2014 - December 2014
Partners HealthCare  September 2012 - December 2013
Shire  February 2009 - June 2012
Verne Global   2007 - 2008
L-3 Communications Integrated Systems  2006 - 2007
Fidelity Investments   2006 - 2007
Manulife Financial  2005 - 2006
State Street Bank  2004 - 2004

Skills
Specialties:PMO,..., PMO, PMP, Program Management, Business Process, Strategy, Project Management, Consulting, Management, Enterprise Software, Business Process..., Information Technology, Agile Methodologies, Business Continuity, Global Delivery, Financial Services, Mentoring

Education
Harvard University   1983 — 1987
Bachelor's Degree, Government / International Relations

Bob Trejo Bob Trejo Greater Boston Area Details
Bob Trejo's Fidelity Investments Experience 2002 - 2005
Job Database Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments - Personal Workplace Investing   2013 - Present
Fidelity Investments - Asset Allocation Technology   2008 - 2013
Fidelity Investments - Fidelity E-Business   2005 - 2008
Fidelity Investments   2002 - 2005
Project Achive   1998 - 2001

Skills
Business Analysis, Business Intelligence, SQL, Requirements Analysis, Agile Methodologies, Software Development, Unix, Integration, Oracle, Sybase, Oracle PL/SQL..., Databases

Education
Harvard University Graduate School of Education   1993 — 1994
M.E., Technology in Education

MIT   1985 — 1991
SB, Cognitive Science

Tony Rudie Tony Rudie Greater Boston Area Details
Tony Rudie's Fidelity Investments Experience 1995 - 2013
Job Unix System Administrator at InterSystems
Industry Computer Software
Experience
InterSystems  September 2013 - Present
Fidelity Investments   1995 - 2013
Stratus Computer  1992 - 1995
Dragon Systems  1991 - 1992
Consumer Financial Institute   1987 - 1991

Skills
Servers, Storage, Unix, System Administration, Virtualization, ITIL, Hardware, Unix Shell Scripting, Disaster Recovery, Operating Systems, Solaris, Data Center, Linux, Enterprise Architecture, IT Operations, Requirements Analysis, Project Management, Vendor Management, Enterprise Software, VMware, IT Management, SharePoint, Active Directory, IT Service Management, Software Installation, Perl, AIX, VMware ESX, Integration, High Availability, Storage Area Networks, Networking, IT Strategy, SAN

Education
Harvard University   1986 — 1992
CAS, Computer Science

Harvard University   1975 — 1979
AB, Biochemistry

Ryan Teksten Ryan Teksten Greater Boston Area Details
Ryan Teksten's Fidelity Investments Experience July 2010 - Present
Job Global Leader | Innovation & Strategy | Technology Executive
Industry Financial Services
Experience
Fidelity Investments   July 2010 - Present
Tabard Advisory Group, LLC   April 2008 - Present
DigitalGlobe  December 2008 - July 2010
DigitalGlobe  April 2008 - January 2009
Booz Allen Hamilton  June 2002 - April 2008
US Army Reserves  September 2000 - March 2004
evolaris  May 2001 - August 2001
US Army  February 1999 - September 2000
US Army  June 1995 - February 1999

Skills
Business Strategy, Business Development, Program Management, Strategic Planning, Start-ups, Management Consulting, Project Management, Product Management, Cloud Computing, SaaS, Strategy, Entrepreneurship, Cross-functional Team..., Analytics, Leadership, Enterprise Architecture, Integration, Strategic Partnerships, Enterprise Software, IT Strategy, Process Improvement

Education
Tufts University - The Fletcher School of Law and Diplomacy   2000 — 2002
MA

United States Military Academy at West Point   1991 — 1995
BS

Massachusetts Institute of Technology - Sloan School of Management   2011 — 2014
Executive Certificate in Strategy and Innovation

Harvard University, John F. Kennedy School of Government   2000 — 2002

GWHS   1988 — 1991
HS Diploma

Brenda (Brenda Brand) Keefe Brenda (Brenda Brand) Keefe Cincinnati, Ohio Details
Brenda (Brenda Brand) Keefe's Fidelity Investments Experience August 2007 - November 2007
Job Client Relations Manager at Midwest Financial Partners
Industry Financial Services
Experience
Midwest Financial Partners   November 2007 - Present
Fidelity Investments   August 2007 - November 2007

Skills
Calendar Planning, Organization, Typing, Proposal Generation, Proposal Support, Finance, Efficiency, Appointment Scheduling, Seminars, Compliance, Licensing, Life Insurance, Filing, Fixed Annuities, Variable Annuities, Brokerage, Investment Advisory..., Administrative..., Stocks, Mutual Funds, Microsoft Excel, Outlook, Morningstar, Ordering Office Supplies, Ordering Literature...

Education
Xavier University   2003 — 2007
BSBA, Finance, General

Heidelberg University

University of Pittsburgh

Sandy Chu Sandy Chu Raleigh-Durham, North Carolina Area Details
Sandy Chu's Fidelity Investments Experience May 2006 - November 2007
Job Manager, Strategy Planning & Operations at Cisco Systems
Industry Computer Networking
Experience
Cisco Systems  July 2011 - Present
Cisco Systems  March 2008 - July 2011
State Street  October 2007 - March 2008
Fidelity Investments   May 2006 - November 2007
Fidelity Investments   January 2005 - May 2006
NRT  December 2002 - January 2005

Skills
Process Improvement, Mergers, Analysis, Human Resources, Corporate Finance, Project Planning, Balanced Scorecard, Acquisition Integration, Financial Modeling, Analytics, Applicant Tracking..., Vendor Management, Forecasting, Financial Analysis, Talent Acquisition, Business Intelligence, Metrics, Business Analysis, Finance, Essbase

Education
Harvard University   2008 — 2011
Management

University of New Hampshire - Whittemore School of Business and Economics   2000 — 2004
B.S

Paul Wiesen Paul Wiesen Greater Boston Area Details
Paul Wiesen's Fidelity Investments Experience QA ManagerFidelity InvestmentsOctober 1995 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   QA ManagerFidelity InvestmentsOctober 1995 - Present
State Street Bank  1988 - 1995

Skills
Quality Assurance, Vendor Management, SDLC, Risk Management, Agile Methodologies, Process Improvement, Business Analysis, Requirements Analysis, Program Management, Visio, Disaster Recovery, PMO, PMP, Integration, Software Project..., IT Management, Unix, IT Strategy, Requirements Gathering, Project Portfolio..., Agile Project Management, Enterprise Architecture

Education
Harvard University   1983 — 1987

Sharpsville   1979 — 1983

Noel Painter Noel Painter United States Details
Noel Painter's Fidelity Investments Experience January 2015 - May 2015
Job Product Marketing Manager at Microsoft
Industry Environmental Services
Experience
Microsoft  September 2015 - Present
Fidelity Investments   January 2015 - May 2015
Cristo Rey Boston High School  August 2014 - December 2014
Harvard University  June 2014 - August 2014
Fidelity Investments   May 2014 - August 2014
Cape Ann Coalition   April 2014 - June 2014
USA Field Hockey  March 2014 - May 2014
Fidelity Investments   May 2013 - August 2013
Good Technology  June 2012 - August 2012
USA Field Hockey  January 2012 - May 2012

Skills
Woodworking, Photoshop, Photography, Microsoft Excel, Thomson Innovation, Microsoft Word, Spanish, Data Analysis, PowerPoint, Teamwork, Teaching, Public Speaking, Social Networking, Microsoft Office, Social Media, Research

Education
Harvard University   2011 — 2015
Environmental Science and Public Policy, BA, Environmental Science and Public Policy

Los Gatos High School   2007 — 2011

Brantley Shields Brantley Shields Raleigh-Durham, North Carolina Area Details
Brantley Shields's Fidelity Investments Experience July 2009 - Present
Job
Industry Computer Software
Experience
Fidelity Investments   July 2009 - Present

Skills
Management, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Training

Education
High Point University   2005 — 2009
Bachelor's degree, Computer Science

Vincent Fiorino, Jr. Vincent Fiorino, Jr. Greater Boston Area Details
Vincent Fiorino, Jr.'s Fidelity Investments Experience June 2000 - February 2002
Job Vice President & Actuary at SBLI of Massachusetts
Industry Insurance
Experience
SBLI of Massachusetts  July 2010 - Present
Sun Life Financial  September 2006 - July 2010
Aviva  February 2002 - September 2006
Fidelity Investments   June 2000 - February 2002
New England Financial  August 1996 - June 2000
Aon Hewitt  July 1995 - August 1996

Skills
Product Development, Projections, Dividends, Valuation, Reinsurance, Investments, Financial Modeling, Insurance, Economic Capital, Enterprise Risk..., Embedded Value, Solvency II, Financial Analysis, Actuarial Science, Fixed Annuities, Risk Management, Financial Risk, Financial Services, Life Insurance

Education
Harvard University   1991 — 1995
Bachelor of Arts, Magna Cum Laude, Statistics

Lucas Faulkner Lucas Faulkner Raleigh-Durham, North Carolina Area Details
Lucas Faulkner's Fidelity Investments Experience March 2013 - February 2014
Job Technical Support Consultant at Allscripts
Industry Information Technology and Services
Experience
Allscripts  June 2014 - Present
Fidelity Investments   March 2013 - February 2014

Skills
Customer Service, Financial Services, Business Analysis, Risk Management, Financial Analysis, Portfolio Management, Finance, Leadership, Process Improvement, Technical Support, Help Desk Support, Customer Support, IT Service Management, Communication, Customer Satisfaction, Customer Experience

Education
High Point University   2008 — 2012
Bachelor's degree, Criminal Justice/Safety Studies

High Point University   2008 — 2012
Criminal Justice

Meera Desai Meera Desai United States Details
Meera Desai's Fidelity Investments Experience September 2013 - May 2014
Job SQL Server Developer at NCQA
Industry
Experience
NCQA  June 2014 - Present
Fidelity Investments   September 2013 - May 2014
PRC, LLC  June 2012 - August 2013
iGATE Computer System Ltd   January 2009 - April 2011

Education
Virginia International University   2011 — 2012
Master of Science (MS), Computer Science, 3.60

Hemchandracharya North Gujarat University
Master in Computer Application, Computer Science, 3.7

Nicholas Manzo Nicholas Manzo San Francisco Bay Area Details
Nicholas Manzo's Fidelity Investments Experience September 2011 - April 2014
Job Business Operations Analyst at San Francisco 49ers
Industry Sports
Experience
San Francisco 49ers  April 2014 - Present
Fidelity Investments   September 2011 - April 2014
IMS Consulting Group  July 2010 - August 2011
Tremblay Financial Services   June 2009 - August 2009
Automotive Lease Guide (ALG)   June 2008 - August 2008

Education
Harvard University   2006 — 2010
BA, Economcis

Everett Thomas, CFP® Everett Thomas, CFP® Chicago, Illinois Details
Everett Thomas, CFP®'s Fidelity Investments Experience January 2015 - Present
Job Financial Advisor for Fidelity Investments High Net Worth Group
Industry Investment Management
Experience
Fidelity Investments   January 2015 - Present
Fidelity Investments   February 2014 - December 2014
Fidelity Investments   March 2013 - February 2014
Fidelity Investments   March 2012 - March 2013
Fidelity Investments   November 2010 - March 2012
Enterprise Rent-A-Car  June 2010 - October 2010
Old National Bancorp  June 2009 - August 2009
Donaldson Capital Management  June 2008 - August 2008

Skills
Trading, Customer Service, Microsoft Office, Microsoft Excel, Sales, Marketing, PowerPoint, Financial Analysis, Microsoft Word, Investments, Account Management, Mutual Funds, Project Management, Financial Modeling, Team Building, Insurance, Series 7, Strategic Financial..., Financial Services, Relationship Management, Retirement, Series 63, Wealth Management, Securities, Financial Markets, Retirement Planning

Education
Heidelberg University   2006 — 2010
Bachelor of Science, Business Administration, Finance, Economics

Merrimack College   2011 — 2013
Certification, Certified Financial Planning

Sam Jensen Sam Jensen Greater New York City Area Details
Sam Jensen's Fidelity Investments Experience August 1994 - July 1997
Job CEO at Enspire Investments
Industry Financial Services
Experience
Enspire Investments   November 2014 - Present
Synodex   December 2009 - July 2014
Cofunds   May 2000 - May 2013
Nationwide Insurance  March 2000 - May 2013
Goldman Sachs Asset Management  July 1997 - March 2000
Fidelity Investments   August 1994 - July 1997

Skills
Leadership, Sales, Marketing, Program Management, Operations Management, Customer Service, Strategy, CRM, Financial Services, Integrated Marketing, Mutual Funds, Venture Capital, Data Extraction, Compliance, Information Technology, New Business Development, Investment Management, Equities, Strategic Partnerships, Consulting, Management, Investments

Education
Harvard College   1981 — 1985
AB, Economics

Ryota Ishizuka Ryota Ishizuka Greater Boston Area Details
Ryota Ishizuka's Fidelity Investments Experience June 2015 - August 2015
Job Director of Investment Research at Harvard Financial Analysts Club
Industry
Experience
Harvard Financial Analysts Club  January 2013 - Present
Fidelity Investments   June 2015 - August 2015
Citigroup Global Markets  June 2013 - August 2014
Cook Pine Capital LLC   December 2013 - January 2014
Reimei Global Advisors   June 2013 - August 2013
Admiral Capital Management   May 2012 - June 2012

Skills
Matlab, R, Start-ups, Microcap Investing, Structured Products, Economics

Education
Harvard College   2012 — 2016
Bachelor of Science (B.S.), Applied Mathematics and Economics

Premi Duseja Premi Duseja Raleigh-Durham, North Carolina Area Details
Premi Duseja's Fidelity Investments Experience September 2011 - Present
Job Senior Software Engineer at Fidelity
Industry Information Technology and Services
Experience
Fidelity Investments   September 2011 - Present
Stansource Inc   November 2010 - September 2011
Syntel  July 2006 - November 2010

Skills
IBM Optim, Java, Software Development, Spring, SQL, Git, Hibernate, Requirements Analysis, DB2, COBOL, VSAM, JCL, Fileaid, SDLC, JavaScript, Oracle, Easytrieve, C, Scrum, jQuery, SPUFI, TSO, MVS, Linux, HTML, IDMS, Shell Scripting, XML, JSP, Agile Methodologies, Servlets, PL/SQL, Eclipse, IBM Mainframe, Unix Shell Scripting, Sybase, Rational Team Concert, Performance Tuning

Education
Hemwati Nandan Bahuguna Garhwal University   2002 — 2006
B. Tech, Computer Science & Engineering

Shawn M. Laidley Shawn M. Laidley Greater Boston Area Details
Shawn M. Laidley's Fidelity Investments Experience June 1994 - July 1996
Job Associate Director, Technology & Business Solutions
Industry Information Technology and Services
Experience
Biogen  November 2011 - Present
ATKS Consulting, Inc.   April 2009 - November 2011
Fadel Partners   November 2008 - April 2009
Fadel Partners   November 2007 - November 2008
FTS Consulting, Inc.   March 2002 - November 2007
Oracle Corporation  1997 - 2002
Edgewater Technology  1996 - 1997
Fidelity Investments   June 1994 - July 1996

Skills
ERP, Integration, Business Process, Requirements Analysis, Resource Management, Oracle Project..., Oracle, Oracle Applications, Change Management, Thought Leadership, Strategic Leadership, Technology Change..., Financial Accounting, Cross Functional Team..., Financial Operations, Procure-to-Pay, Order to Cash, Basics of Supply Chain..., Business Planning, Financial Forecasting, Business Intelligence, IT Business Strategy, Consulting, Software Development, Business Process..., Management, Testing, Leadership, Business Process..., IT Strategy, Financials, Project Management, Business Analysis, Project Portfolio..., Enterprise Software, SDLC

Education
University of Cincinnati College of Business   1990 — 1995
BBA, Finance & Accounting

Archbishop Alter High School   1986 — 1990

Harvard University
Masters of Liberal Arts, General Management Degree Candidate

Sheila Connelly PMP Sheila Connelly PMP Greater Boston Area Details
Sheila Connelly PMP's Fidelity Investments Experience September 2005 - May 2008
Job President at Technical Talent Resource, Inc.
Industry Computer Software
Experience
Technical Talent Resource, Inc.   January 2002 - Present
Technical Talent Resource, Inc.   March 1996 - Present
Technical Talent Resource, Inc.   March 1996 - Present
Technical Talent Resource, Inc.   March 1996 - Present
Technical Talent Resource, Inc.   March 1996 - Present
Technical Talent Resource, Inc.   March 1996 - Present
Fidelity Investments   September 2005 - May 2008
Iron Mountain Records Management  August 1983 - March 1996

Education
Northeastern University   2010 — 2015
MS, Health Informatics

Boston University, Corporate Education Center   2007 — 2007
Certificate in Applied Project Management

Harvard University   1996 — 2001
ALB, Computer Science

Northeastern University
Graphic Design and Visual Communications Program

Denszell Brown, M.B.A. Denszell Brown, M.B.A. Frisco, Texas Details
Denszell Brown, M.B.A.'s Fidelity Investments Experience August 2015 - Present
Job Investor Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2015 - Present
Northwestern Mutual  January 2015 - July 2015
Edward Jones  February 2014 - September 2014
Henderson State University Athletic Department   August 2013 - December 2013
Primerica  July 2013 - December 2013
Henderson State University  August 2012 - December 2013
Ouachita Baptist University  August 2011 - May 2012

Skills
Sports, Event Planning, Higher Education, Fundraising, Student Affairs, Public Speaking, Academic Tutoring, Research, Microsoft Office, Exceptional Problem..., Leadership, Sports Coaching, PowerPoint, Time Management, Access, Community Outreach, Data Entry, Microsoft Word, Microsoft Excel, Meticulous, Microsoft Office:..., Facebook, Averaged an "A" on..., Capable of Constructing..., Capable of Constructing..., Cognizant of Website..., Highly Resourceful, Proficient with Prezi

Education
Henderson State University   2012 — 2013
Master of Business Administration (M.B.A.)

Ouachita Baptist University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Frisco High School   2004 — 2008
High School

Frisco

Frisco

Frisco

Marc Crawford Marc Crawford Greater New York City Area Details
Marc Crawford's Fidelity Investments Experience August 2006 - March 2008
Job UX Consultant
Industry Information Technology and Services
Experience
Eximious   December 2010 - Present
R/GA  April 2008 - December 2010
Fidelity Investments   August 2006 - March 2008
Ziff Davis Media  February 2005 - August 2006
AIG  October 2002 - February 2005
OgilvyInteractive   July 1999 - October 2002

Skills
User Experience, Information Architecture, Usability Testing, Interaction Design, Usability, Site Maps, User-centered Design, User Interface Design, Task Analysis, Wire Framing, Card Sorting, Visio, Intranet, Heuristic Evaluation, Experience Design, InDesign, Axure, Requirements Analysis, B2B, Web Applications, Contextual Inquiry, Information Design, Content Strategy, User Interface, Rapid Prototyping, OmniGraffle, MS Project, MS Office Suite, Requirements Gathering, Requirements Management, Prototyping, Wireframing, Web Project Management, iPhone, Mobile, Competitive Analysis, Enterprise Portals, Social Media, Collaboration Solutions, Personas, Usability Design, Heuristic Analysis, User Scenarios, Human-computer..., Mobile Design, Paper Prototyping, Design Strategy, Salesforce.com, Mobile Devices, Wireframes

Education
Heidelberg University   1989 — 1998
M.A., Industrial/Organizational Psychology

Human Factors International   2005 — 2006
Certified Usability Analyst

Claudette Knight Claudette Knight Toronto, Canada Area Details
Claudette Knight's Fidelity Investments Experience January 2006 - November 2008
Job
Industry Financial Services
Experience
Meridian Credit Union  June 2014 - Present
Meridian Credit Union  August 2011 - May 2014
Meridian Credit Union  January 2010 - August 2011
Courtyard Group  June 2009 - January 2010
Fidelity Investments   January 2006 - November 2008
CIBC Knowledge Network   2003 - 2005
CIBC  January 2000 - January 2003
CIBC  January 1999 - January 2000
Anglican Central Education Authority   January 1993 - January 1997
Bank of Nova   January 1987 - January 1993

Skills
Coaching, Employee Engagement, Organizational..., Leadership Development, Project Management, Consulting, HR Metrics, Change Management, Management Consulting, Strategy, Performance Management, Talent Management, Succession Planning, Leadership, Strategic Planning, Training, Workshop Facilitation, Employee Relations, Business Strategy, Workforce Planning, Management, Personnel Management, Vendor Management, Process Improvement, Team Building, Onboarding, Business Analysis, Talent Acquisition, Human Resources, Recruiting

Education
Henley Management College   2011 — 2015
Doctor of Business

Henley Management College   2009 — 2011
Master of Science (M.Sc.)

Ivey Business School at Western University   1997 — 1999
MBA

University of Toronto   1986 — 1992
Master of Arts

University of Toronto   1990 — 1991
Bachelor

University of Toronto
Bachelor of Arts

Aimé Kaze Bwakira, CFA Aimé Kaze Bwakira, CFA Toronto, Canada Area Details
Aimé Kaze Bwakira, CFA's Fidelity Investments Experience February 2012 - Present
Job Institutional Portfolio Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 2012 - Present
Fidelity Investments   July 2007 - January 2012
Fidelity Investments   October 2005 - June 2007
TD Mutual Funds  January 2000 - October 2005
La Caisse de dépôt et placement   September 1998 - November 1998

Skills
Asset Managment, Asset Allocation, Portfolio Management, Capital Markets, Mutual Funds, Investments, Bloomberg, Financial Modeling, Investment Strategies

Education
Université de Sherbrooke   1997 — 1998
M.Sc., Finance

HEC Montréal   1993 — 1996
Bachelors, Finance/Economics

Ecole Française de Bujumbura   1987 — 1992

Karen Vaughn Peck Karen Vaughn Peck Washington D.C. Metro Area Details
Karen Vaughn Peck's Fidelity Investments Experience 2003 - 2006
Job Acting Director, Office of Enterprise Planning at Federal Retirement Thrift Investment Board
Industry Financial Services
Experience
Federal Retirement Thrift Investment Board  July 2015 - Present
Federal Retirement Thrift Investment Board  2010 - Present
Deloitte & Touche  July 2006 - July 2010
Fidelity Investments   2003 - 2006

Skills
Defined Benefit, Pensions, Process Improvement, Business Analysis, Financial Services, Risk Management, 401k, Retirement, Project Management, Program Management, Management Consulting, Vendor Management, SDLC, Change Management, Business Process..., Requirements Gathering, Visio, Mutual Funds, Business Process..., PMP, Business Process, Outsourcing, Project Portfolio..., PMO, Governance, Leadership, Project Delivery, Business Transformation, Requirements Analysis

Education
Harvard University, John F. Kennedy School of Government   2014 — 2014
Senior Executive Fellows

Radford University   1989 — 1991
Master of Science (M.S.)

Radford University   1986 — 1989
Bachelor of Arts (B.A.), Music Education, Vocal Performance

William H. Hodgetts, Ed.D. William H. Hodgetts, Ed.D. Greater Boston Area Details
William H. Hodgetts, Ed.D.'s Fidelity Investments Experience October 1979 - Present
Job Vice President, Enterprise Coaching & Assessment
Industry Human Resources
Experience
Fidelity Investments   October 1979 - Present
Fidelity Investments   1979 - 2015
Fidelity Investments   1979 - 2015
Fidelity Investments   1979 - 2015
The Conference Board  2005 - 2008

Skills
Coaching, Leadership Development, Employee Engagement, Management Development, Performance Management, Succession Planning, Career Development, Program Management, Workforce Planning, Onboarding, Organizational..., Executive Development, MBTI, Career Counseling, Leadership, Organizational Design, 360 Feedback, Workshop Facilitation, Executive Coaching, Culture Change, Organizational..., Change Management, Human Resources, Talent Management, Executive Management, Training

Education
Harvard University Graduate School of Education   1979 — 1991
Ed.D., Adult Developmental Psychology

Harvard University Graduate School of Education

Hawthorne School Oak Park Ill

Hawthorne School Oak Park Ill

Sam Rosenberg Sam Rosenberg San Francisco Bay Area Details
Sam Rosenberg's Fidelity Investments Experience June 2010 - August 2010
Job Senior Research Associate at Dodge & Cox
Industry Investment Management
Experience
Dodge & Cox  June 2012 - Present
Sanford C. Bernstein  September 2010 - April 2012
Fidelity Investments   June 2010 - August 2010

Skills
Equity Valuation

Education
Harvard University   2006 — 2010
A.B., Mathematics

Monta Vista High School   2006 — 2010

Charles Kickham Charles Kickham Greater New York City Area Details
Charles Kickham's Fidelity Investments Experience 1994 - 1999
Job Managing Director at Avos Holdings
Industry Venture Capital & Private Equity
Experience
Avos Holdings, LLC   October 2009 - Present
Cayenne Consulting  May 2009 - Present
Cheek'd   March 2009 - January 2010
MGD Development   2007 - 2010
MyCollegeCalendar, Inc.   March 2008 - December 2008
TD Waterhouse  April 1999 - December 2007
Fidelity Investments   1994 - 1999
Kidder Peabody  1990 - 1994

Skills
Private Equity, Due Diligence, Financial Analysis, Investments, Project Management, Project Finance, Entrepreneurship, Venture Capital, Valuation, Entrepreneur, Business Strategy, Management Consulting, Business Development, Financial Modeling, Mergers, Product Management, Business Planning, Strategy, Strategic Planning

Education
HEC School of Management / HEC Paris   2002 — 2004
MBA, International Business; Finance

London School of Economics and Political Science   2002 — 2004
MBA, International Business; Finance

New York University - Leonard N. Stern School of Business   2002 — 2004
MBA, International Business; Finance

Nick Mott Nick Mott Cincinnati Area Details
Nick Mott's Fidelity Investments Experience June 2002 - April 2004
Job Finance Manager at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank  January 2015 - Present
Fifth Third Bank  October 2012 - January 2014
Fifth Third Bank  May 2010 - October 2012
Fifth Third Bank  December 2007 - May 2010
Fifth Third Bank  June 2006 - December 2007
Changing Paradigms, LLC; a subsidiary of oneCARE   January 2005 - June 2006
Robert Half Finance & Accounting  May 2004 - January 2006
Fidelity Investments   June 2002 - April 2004

Skills
Financial Analysis, Financial Reporting, Essbase, Siebel, Forecasting, Financial Modeling, Strategic Financial..., Budgets, Financial Variance..., Incentive Programs, Microsoft Excel, Business Objects, TM1, Hyperion Enterprise, Bluezone, Mobius, PowerPoint, Strategy, Accounting, Financial Planning, Hyperion, Analysis, Banking, Finance, Management

Education
Ohio University   2012 — 2014
Master of Business Administration (MBA)

Heidelberg University   1997 — 2001
B.A., Political Science / Psychology

Christian Furze Christian Furze Greater Boston Area Details
Christian Furze's Fidelity Investments Experience January 2015 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2015 - Present
Fidelity Investments   May 2014 - Present
Fidelity Investments   June 2013 - Present
Fidelity Investments   August 2008 - Present
Dream Day Music & Entertainment   January 2008 - Present
Curtis Knight Entertainment   January 2008 - January 2015
L-com  April 2003 - August 2008
Fidelity Investments   August 2002 - March 2003

Skills
Customer Service, Problem Solving, Excel, PowerPoint, Microsoft Office, People Management, Change Management, Influential, Sales Management, Sales Coach, Interviewing, Performance Management, Performance Reviews, Entertainment, Corporate Events, Customer Satisfaction, Process Improvement, Leadership, Team Building, Coaching, Music, Sales, Management, Account Management, Call Centers, Training

Education
Heald College   2001 — 2003
AS, Computer and Information Sciences, General

Tom Gehan Tom Gehan Greater Boston Area Details
Tom Gehan's Fidelity Investments Experience 2007 - 2008
Job Associate Director Financial User Support
Industry Government Administration
Experience
Department of Veterans Affairs  August 2008 - Present
Fidelity Investments   2007 - 2008
Fidelity Investments   2005 - 2007
Fidelity Investments   2000 - 2004
Fidelity Investments   1997 - 2000
Fidelity Investments   1995 - 1997
United States Marine Corps  1984 - 1992
Park University  1990 - 1991

Skills
Process Improvement, Project Management, Six Sigma, Financial Analysis, Customer Service, CRM, Program Management, Vendor Management, Cross-functional Team..., Risk Management, Business Process..., Operations Management, Financial Services, PMP, Business Analysis, Relationship Management, Team Leadership, Change Management, Leadership, Strategic Planning, Training

Education
Harvard Kennedy School of Government   2011 — 2011
Senior Executive Fellow (SEF)

The University of Chicago Booth School of Business   1993 — 1995
MBA, Finance, Statistics, Production & Operations Management

United States Naval Academy   1980 — 1984
B.S., Applied Mathematics

Nathan Eigerman Nathan Eigerman Greater Boston Area Details
Nathan Eigerman's Fidelity Investments Experience 1995 - 1996
Job Seasoned Investment Professional
Industry Investment Management
Experience
F-Squared Investments  August 2012 - March 2015
NPI Capital, LP   December 2009 - July 2012
Morgan Stanley Investment Management  2006 - 2007
Oxhead Capital Management   September 2003 - May 2006
Putnam Investments  1996 - 2003
Fidelity Investments   1995 - 1996

Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Equity Research, Equities, Investment Management, Investment Strategies, Asset Allocation, Series 7, Structured Products, Bloomberg, Mutual Funds, Bonds, Asset Managment, Portfolio Management, Quantitative Finance, Emerging Markets, Capital Markets, Investments, ETFs, Asset Management

Education
Massachusetts Institute of Technology - Sloan School of Management   1994 — 1996
Master of Business Administration (MBA), Finance, General

Harvard University   1985 — 1988
BA, Ecnomics

Alan Leifer Alan Leifer Greater Boston Area Details
Alan Leifer's Fidelity Investments Experience 1979 - 1997
Job President at Leifer Capital Advisers, LLC
Industry Investment Management
Experience
Leifer Capital Advisers, LLC   1997 - Present
AIPAC  2008 - 2015
Harvard Kennedy School of Government  2006 - 2007
Hebrew College  2000 - 2005
Fidelity Investments   1979 - 1997

Skills
Non-profits, Mutual Funds, Fundraising, Strategic Planning, Investments, Start-ups, Philanthropy, Mergers, Public Policy, Business Strategy, Board Development, Energy Policy, Nonprofits, International Relations, Strategic Partnerships, Entrepreneurship, Government, Venture Capital, Policy, Research

Education
Harvard University, John F. Kennedy School of Government   1999 — 2000
MPA, Nonprofit Leadership

University of Pennsylvania - The Wharton School   1978 — 1980
MBA, Finance and Decision Sciences

University of Pennsylvania   1976 — 1979
B.S., Economics

James Bissitt, CISSP James Bissitt, CISSP Providence, Rhode Island Area Details
James Bissitt, CISSP's Fidelity Investments Experience June 1998 - Present
Job Director of Information Security (ISO)
Industry Financial Services
Experience
Fidelity Investments   June 1998 - Present
ADI Time  June 1996 - June 1998
Stream International  1995 - 1996

Education
Hawaii Pacific University   1992 — 1995
Bachelor Of Arts, Psychology

Patrick Donovan, CFA Patrick Donovan, CFA Chicago, Illinois Details
Patrick Donovan, CFA's Fidelity Investments Experience February 2006 - April 2008
Job Portfolio Manager at Citadel Investment Group
Industry Investment Management
Experience
Citadel Investment Group  April 2010 - Present
Pyramis Global Advisors  April 2008 - March 2010
Fidelity Investments   February 2006 - April 2008
Bel Air Investment Advisors  2004 - 2006

Skills
Financial Modeling, Hedge Funds, Portfolio Management, Energy, Equities, Bloomberg, Equity Research, Valuation, Alternative Investments

Education
Harvard University   1999 — 2003
AB, Economics

Milton Academy

Kimberly Padgett Kimberly Padgett Greater Boston Area Details
Kimberly Padgett's Fidelity Investments Experience 2002 - 2007
Job VP, Sr. Compliance Officer
Industry Financial Services
Experience
Citizens Financial Group, Inc.   2015 - Present
MetLife  2011 - 2015
MFS Investment Management  2007 - 2011
Fidelity Investments   2002 - 2007
Fidelity Investments   2000 - 2002
Fidelity Investments   1998 - 2000
Fidelity Investments   1995 - 1998
Fidelity Investments   1993 - 1995
Chrysler  1990 - 1993
Merrill Lynch  1985 - 1990

Skills
Mutual Funds, Financial Services, Series 7, Series 63, Investments

Education
Suffolk University Law School   1998 — 2002
JD

Xavier University - Williams College of Business   1986 — 1989
MBA

Haslam College of Business at the University of Tennessee   1981 — 1985
B.S., Business Administration, Finance

Chuck Downing Chuck Downing Dallas/Fort Worth Area Details
Chuck Downing's Fidelity Investments Experience June 2004 - April 2014
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  July 2014 - Present
Fidelity Investments   June 2004 - April 2014
Fidelity Investments   September 2000 - June 2004
Chase Manhattan Corporation  March 1998 - August 2000
US Navy  1982 - 1997

Skills
Customer Service, Leadership, Process Improvement, Series 7, Mutual Funds, Financial Services, Risk Management, Team Management, Financial Analysis, Banking, Analysis, Securities, Business Analysis, Strategic Financial..., Relationship Management, Management, Financial Planning

Education
Hawaii Pacific University   1995 — 1997
BSBA, Finance

Tom Cruite Tom Cruite Greater Boston Area Details
Tom Cruite's Fidelity Investments Experience October 2011 - Present
Job
Industry Information Technology and Services
Experience
Fidelity Investments   October 2011 - Present
Cubist Pharmaceuticals  May 2011 - October 2011
IBM  March 2010 - May 2011
Summit Computer Services   January 2009 - February 2010
Fidelity Investments   September 1999 - December 2008
Concord Hospital  1997 - 1999
Coopers & Lybrand Consulting  November 1996 - March 1997
Beede Instrument   1994 - 1996
Litton PRC  1992 - 1994
US Air Force  1985 - 1992

Skills
Solaris, Unix, VMware, System Administration, Disaster Recovery, Servers, Linux, Networking, Virtualization, SAN, Red Hat Linux, AIX, IT Operations, Windows Server, VMware ESX, Unix Shell Scripting, Shell Scripting, High Availability

Education
Hawaii Pacific University   1990 — 1993
MS

James Farrow, CFA James Farrow, CFA Greater Boston Area Details
James Farrow, CFA's Fidelity Investments Experience 2001 - 2002
Job Client Relationship Manager at GMO
Industry Investment Management
Experience
GMO  March 2014 - Present
Manulife Asset Management  2009 - March 2014
Wellington Management Company  2005 - 2008
Fidelity Investments   2001 - 2002
Breakaway Solutions  2000 - 2001
Accenture  1997 - 2000

Education
Yale University - Yale School of Management   2002 — 2004
MBA

Haverford College   1993 — 1997
BA

Concord Carlisle High School

Robin Wander Robin Wander San Francisco Bay Area Details
Robin Wander's Fidelity Investments Experience 1996 - 2003
Job arts communication
Industry Museums and Institutions
Experience
Stanford University  2012 - Present
Fine Arts Museums of San Francisco  2007 - 2011
Judah L. Magnes Museum  2004 - 2007
Fidelity Investments   1996 - 2003
Cambridge Energy Research Associates  1989 - 1993

Education
Harvard University
Bachelor's degree, Liberal Arts

Tufts University
Graduate certificate, Museum Studies

T. Glenn Johnston T. Glenn Johnston Greater Boston Area Details
T. Glenn Johnston's Fidelity Investments Experience September 2010 - January 2013
Job SVP Offshore Distribution at Fidelity Investments
Industry Banking
Experience
Fidelity Investments   September 2010 - January 2013
Citi  1997 - 2009
Citigroup Inc. - Global Consumer Group   2002 - 2004
Citibank Brasil   1997 - 2002
Citigroup Asset Management  1997 - 2002

Skills
Wealth Management, Mutual Funds, Asset Managment, Investments, Alternative Investments, Capital Markets, Portfolio Management, Equities, Fixed Income, Banking, Hedge Funds, Investment Advisory, Series 7, Risk Management, Derivatives, Securities, Financial Services, Asset Management, Financial Markets, Emerging Markets, Asset Allocation, Series 63

Education
New York University School of Law   1973 — 1976
JD, Law

Haverford College   1969 — 1973
BA, Political Science

Fraser Campbell Fraser Campbell Toronto, Canada Area Details
Fraser Campbell's Fidelity Investments Experience 2005 - February 2009
Job Regional Sales Director with Desjardins Financial Security
Industry Financial Services
Experience
Desjardins Financial Security Life Assurance Company  February 2011 - Present
Manulife Financial  June 2009 - January 2011
Fidelity Investments   2005 - February 2009
BMO Nesbitt Burns  1994 - 2004

Skills
Sales Operations, Sales, Leadership, Risk Management, Coaching, Banking, Mutual Funds, Wealth Management, Retirement Planning, Investments, Financial Services, Retirement, Relationship Management, Strategic Financial..., Portfolio Management, Asset Allocation, Investment Strategies, Investment Advisory, Asset Management, Insurance

Education
Heriot-Watt University
MBA, Business

York University
HBA, Economics and Political Science

Deirdre Murphy Deirdre Murphy Greater Boston Area Details
Deirdre Murphy's Fidelity Investments Experience April 2015 - Present
Job Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   April 2015 - Present
Fidelity Investments   January 2015 - April 2015
Fidelity Investments   June 2011 - January 2015
Fidelity Investments   July 2009 - June 2011
Fidelity Investments   October 2007 - July 2009
Fidelity Investments   September 2006 - October 2007
University College Cork  2006 - 2006

Skills
Systems Analysis, Requirements Gathering, Business Analysis, SDLC, SQL, Agile Methodologies, Requirements Analysis, Visio, Oracle, Waterfall, Project Management, Analytics, Software Project..., Data Warehousing, Analysis

Education
Harvard University Graduate School of Education   2008 — 2009

University College Cork   2002 — 2006
BIS, Management Information Systems, IT, Finance

Micah Drayton Micah Drayton Greater Boston Area Details
Micah Drayton's Fidelity Investments Experience July 2001 - July 2005
Job Patent attorney with background in software and physics
Industry Law Practice
Experience
Segal Roitman   February 2010 - February 2011
Massachusetts Appeals Court  September 2008 - September 2009
The MathWorks  December 2007 - May 2008
Attorney General of Massachusetts   May 2007 - August 2007
Hrones Garrity & Hedges   November 2006 - February 2007
Massachusetts Superior Court  May 2006 - August 2006
Fidelity Investments   July 2001 - July 2005
Fidelity Investments   2001 - 2005

Skills
Legal Research, Legal Writing, Intellectual Property, Litigation, Civil Litigation, Licensing, Mediation, Patent Litigation, Employment Law, Commercial Litigation, Corporate Law, Privacy Law

Education
Tufts University   2011 — 2011
Non-degree, Physics

University of Massachusetts Boston   2011 — 2011
Non-degree, Physics

Northeastern University School of Law   2005 — 2008
Juris Doctor, Law

Haverford College   1997 — 2001
Bachelor of Science, Mathematics

Charles Danis CMA Charles Danis CMA Montreal, Canada Area Details
Charles Danis CMA's Fidelity Investments Experience April 2000 - Present
Job Regional Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2000 - Present
London life / Great-West Lifeco Inc  1993 - 2000

Education
HEC Montréal   1989 — 1992
B.com, Accounting

Daniel Oppenheimer Daniel Oppenheimer Greater Boston Area Details
Daniel Oppenheimer's Fidelity Investments Experience November 1995 - September 1997
Job Sr. System Administrator at Vlingo
Industry Information Technology and Services
Experience
Nuance Communications  July 2012 - Present
Vlingo  October 2009 - July 2012
Symantec  September 2001 - July 2009
Relicore  September 2001 - July 2009
Oppenheimer & Walsh   September 1999 - September 2001
Reasoning  September 1997 - September 1999
Fidelity Investments   November 1995 - September 1997

Skills
Linux, VMware, Solaris, Unix, Storage, AIX, HP-UX, Virtualization, Windows, Infrastructure, Perl, Monitoring Solutions, Python, Java, C, Zenoss, Hyperic HQ, SaaS Operations, DevOps

Education
Harvard University Graduate School of Education   1990 — 1991
EdM, Education

University of Massachusetts, Amherst   1984 — 1988
BA, Education

Sharon Tosto Esker Sharon Tosto Esker Greater Boston Area Details
Sharon Tosto Esker's Fidelity Investments Experience December 2007 - May 2009
Job Freelance Writer/Editor
Industry Financial Services
Experience
Self Employed  June 2009 - Present
THE CANNATA REPORT   December 2012 - Present
Fidelity Investments   December 2007 - May 2009
Cerulli Associates  May 2006 - May 2007
Fidelity Investments   December 2005 - May 2006

Skills
Financial Reporting, Editing, Mutual Funds, Newsletters, Asset Management, Copywriting, Copy Editing

Education
Tufts University   1994 — 1998
B.A., International Relations, French

Harvard University   2005 — 2011
M.L.A., Journalism

Vin Pisacreta Vin Pisacreta United States Details
Vin Pisacreta's Fidelity Investments Experience January 2006 - Present
Job SVP Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2006 - Present
Fidelity Investments   January 2000 - January 2002
Digital Equipment Corporation  June 1987 - October 1996
Digital Equipment Corporation  January 1994 - January 1996
Digital Equipment  January 1992 - January 1994
Digital Equipment  January 1987 - January 1992

Skills
Financial Analysis, Forecasting, Process Improvement, Analysis, Business Planning, Management, Business Analysis, Mergers & Acquisitions, Finance, Strategy, Human Resources, Leadership

Education
Boston University   1989 — 1993
MBA, Finance

Haverford College   1983 — 1987
BA, Economics

Aaron Headley, CFP® Aaron Headley, CFP® Chandler, Arizona Details
Aaron Headley, CFP®'s Fidelity Investments Experience February 2015 - Present
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments   February 2015 - Present
Vanguard  June 2011 - January 2015
VW North Scottsdale   2009 - 2011
automatik education  2008 - 2009
Beck's Independent Porsche   2005 - 2008

Skills
Sales, Financial Services, Team Building, Customer Service, Leadership, Series 7, Automotive, Microsoft Office, Public Speaking, Wealth Management, Retirement Planning, Relationship Building, Series 63, Financial Planning, Instructional Design, Social Media, Wealth Preservation..., Customer Experience, Client Retention, Investment Products, Investment Services, Personalized Investment..., Financial Planning..., Training & Mentoring, Regulatory Compliance, Legal Compliance, Community Networking, Needs Analysis, Consultative Sales, Telephone Sales, In-person Client..., Brokerage Accounts, Cash Management Accounts, Sales & Marketing, Presentations, Financial Advising, Wealth Management..., Life & Health Insurance..., Certified Financial..., CFP®

Education
Hastings College
Bachelors, Business Administration

Brantley Shields Brantley Shields Raleigh-Durham, North Carolina Area Details
Brantley Shields's Fidelity Investments Experience Associate Software EngineerFidelity InvestmentsJuly 2009 - Present
Job Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   Associate Software EngineerFidelity InvestmentsJuly 2009 - Present

Education
High Point University   2005 — 2009
BS, Computer Science

Peg Pike Peg Pike San Francisco Bay Area Details
Peg Pike's Fidelity Investments Experience January 1996 - February 1997
Job COO at Brouwer & Janachowski
Industry Investment Management
Experience
Brouwer & Janachowski LLC   July 2014 - Present
M.P. Associates   January 2013 - June 2014
Wellington Management  July 2006 - December 2012
Rampart Investment Management  January 2003 - July 2006
J.P. Morgan   January 1999 - March 2000
J.P. Morgan   January 1997 - February 1999
Fidelity Investments   January 1996 - February 1997
Andersen Consulting (now Accenture)   August 1990 - December 1995

Skills
Risk Management, Capital Markets, Alternative Investments, Investments, Equity Derivatives, Hedge Funds, Asset Management, Investment Management, Asset Allocation, Equities, Securities, Mutual Funds, Derivatives, Bonds, Change Management, Valuation, Financial Modeling, Equity Research

Education
Harvard University Graduate School of Education   1989 — 1990
Master of Education (MEd), Math and Science

University of New Hampshire   1981 — 1984
Bachelor's degree, Biochemistry

Ryan O'Connell Ryan O'Connell New York, New York Details
Ryan O'Connell's Fidelity Investments Experience November 2000 - January 2004
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  July 2010 - Present
Citigroup  2005 - 2010
Fidelity Investments   November 2000 - January 2004
Moodys Corporation  1993 - 2000

Skills
Bonds, Fixed Income, Fixed Income Research, Financial Institutions

Education
Harvard University   1969 — 1973
A.B., History

Viji Sridhar CISSP Viji Sridhar CISSP Raleigh-Durham, North Carolina Area Details
Viji Sridhar CISSP's Fidelity Investments Experience June 1999 - July 2008
Job IAM Engineer at BB&T
Industry Information Technology and Services
Experience
BB&T  August 2013 - Present
BB&T  August 2013 - Present
RedPrairie  July 2010 - August 2013
Oracle Corporation  July 2008 - July 2010
Fidelity Investments   June 1999 - July 2008
Dharma Systems  January 1999 - July 1999

Skills
Core Java, Servlets, Java, JSP, J2EE Architecture, J2EE, Oracle Financials, Orac, Oracle Reports, Siebel Administration, PL/SQL, Oracle, Oracle E-Business Suite, Shell Scripting

Education
Harvard University   2005 — 2008
Masters, Computer Science

Melanie Kramer Melanie Kramer Greater Boston Area Details
Melanie Kramer's Fidelity Investments Experience October 2007 - April 2013
Job Business Systems Analyst at Eaton Vance Investment Management
Industry Financial Services
Experience
Eaton Vance  April 2013 - Present
Fidelity Investments   October 2007 - April 2013
Department of Conservation and Recreation  June 2006 - August 2006

Skills
Financial Services, Agile Methodologies, Salesforce.com, Process Improvement, SDLC, Public Speaking, Program Management, Vendor Management, Analysis, CRM, Business Analysis, Risk Management, Customer Service, Leadership, Microsoft Office, Microsoft Excel

Education
University of Massachusetts, Amherst   2004 — 2007
Bachelors

Heidelberg University   2006 — 2006

Sherissa Chapman Sherissa Chapman Raleigh-Durham, North Carolina Area Details
Sherissa Chapman's Fidelity Investments Experience December 2014 - Present
Job End User Support Technician at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2014 - Present
Fidelity Investments   March 2006 - December 2014
Fidelity Investments   September 2005 - December 2014
ACS  September 2004 - May 2006
Fidelity Investments   September 2005 - March 2006

Skills
Customer Satisfaction, Series 63, Microsoft Excel, Management, Investments, Access, Microsoft Office, Credit, Workshop Facilitation, Investment Strategies, Training, Investment Management, Customer Service, Process Improvement

Education
High Point University   2000 — 2004
Bachelor's degree, Computer and Information Systems Security/Information Assurance

Trevor Frankel Trevor Frankel Greater Boston Area Details
Trevor Frankel's Fidelity Investments Experience 2007 - 2008
Job Research Analyst at Highfields Capital
Industry Financial Services
Experience
Highfields Capital  June 2014 - Present
Highfields Capital LP   May 2013 - August 2013
Federated Investors - MDT Advisers   2009 - 2012
Fidelity Investments   2007 - 2008
EventMonitor, Inc.   2006 - 2006
Redwood Investments, LLC  2005 - 2005

Skills
Equity Research, Bloomberg, Equities, Mutual Funds, Hedge Funds, Financial Modeling, Equity Valuation, Investments, Valuation, Asset Allocation, Fixed Income, Investment Management, Stock Picking, Alternative Investments, Investment Strategies, Portfolio Management, Financial Analysis, Asset Managment

Education
MIT Sloan School of Management   2012 — 2014
Master of Business Administration (MBA)

Harvard University   2006 — 2009
Bachelor's degree, Economics, Mathematics

Palak Patel Palak Patel Greater Boston Area Details
Palak Patel's Fidelity Investments Experience May 2015 - Present
Job Emerging Markets Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2015 - Present
Fidelity Investments   August 2011 - Present
Harvard University  August 2007 - May 2011
Fidelity Investments   May 2010 - August 2010

Skills
Global Macro, Fixed Income Portfolio..., Equities, Foreign Exchange, Economics, Statistics, Econometrics, Python, R, Emerging Markets

Education
Harvard University   2007 — 2011
AB, Applied Math and Economics

Harvard University   2007 — 2011
AM, Statistics

Scot Sandrin Scot Sandrin Cincinnati Area Details
Scot Sandrin's Fidelity Investments Experience May 2007 - Present
Job Equity Compensation Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2007 - Present
Fidelity Investments   January 2003 - May 2007
Fidelity Investments Stock Plan Services   March 2001 - December 2002

Skills
Business Requirements, CRM, Retirement, 401k, Requirements Gathering, Employee Benefits, Business Analysis, SDLC, Visio, Requirements Analysis, Business Process..., FINRA, Equity Compensation, Operations Management, Compensation & Benefits, Financial Services, Documentation

Education
Heidelberg College   1981 — 1985
Business Administration, Business

Stephen Sadoski Stephen Sadoski Greater Boston Area Details
Stephen Sadoski's Fidelity Investments Experience September 2012 - Present
Job Deputy Treasurer at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   September 2012 - Present
US Securities and Exchange Commission  January 2009 - August 2012
Deloitte  September 1997 - January 2009

Education
Harvard University   1991 — 1995
Bachelor of Arts (BA), Econcomics

Breanna Small Breanna Small Natick, Massachusetts Details
Breanna Small's Fidelity Investments Experience January 2013 - Present
Job Financial Services Industry
Industry Retail
Experience
Fidelity Investments   January 2013 - Present
Dicks Sporting Goods  November 2010 - January 2013

Skills
Store Management, Team Building, Visual Merchandising, Merchandising, Customer Service, Inventory Management, Sales, Retail, Loss Prevention

Education
High Point University   2005 — 2009
B.S., Business Administration, Finance, Economics

Kavita Arora Kavita Arora Dallas/Fort Worth Area Details
Kavita Arora's Fidelity Investments Experience January 2006 - March 2013
Job Principal DBA at Fidelity
Industry Financial Services
Experience
Fidelity  March 2013 - Present
Fidelity Investments   January 2006 - March 2013
HSBC  July 2001 - December 2005
Hero Honda  March 1999 - November 2000
Amtrex Appliances Lted   May 1994 - February 1999

Skills
Oracle RAC, Sybase, SQL Tuning, RMAN, Replication, Oracle, Performance Tuning, Disaster Recovery, AIX, SQL, Unix Shell Scripting, Database Design, Unix, Solaris, Database Administration

Education
Shreemati Nathibai Damodar Thackersey Women's University   1990 — 1993
Master of Computer Applications (M.C.A.), Computer/Information Technology Administration and Management

Hemwati Nandan Bahuguna Garhwal University   1987 — 1990
Bachelor's degree, Sciences

Dean Shore Dean Shore Los Angeles, California Details
Dean Shore's Fidelity Investments Experience May 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2015 - Present
Illinois State University Telefund   September 2014 - May 2015
Danville Country Club  May 2014 - August 2014
American Pavilion/American Event Services   May 2012 - August 2012
Shore Wealth Management   September 2008 - July 2010

Skills
Customer Service, Teamwork, Leadership, Employee Training, Time Management, Office Administration, Website Development, Microsoft Word, Microsoft Excel, PowerPoint, Social Media

Education
Illinois State University   2014 — 2015
Bachelor of Science (BS), Business Administration

High Point University   2011 — 2013

Nicole Navratil Nicole Navratil Greater Denver Area Details
Nicole Navratil's Fidelity Investments Experience 1997 - 2000
Job
Industry Information Technology and Services
Experience
Boston Scientific  2006 - 2007
NuVox  2005 - 2005
Unicom  2004 - 2005
Massachusetts Army National Guard  2003 - 2005
Humetrics   2002 - 2002
CGN  2002 - 2002
IQ-Interactive  2002 - 2002
Creative Data   2001 - 2001
StreetZebra   2000 - 2000
Fidelity Investments   1997 - 2000

Skills
Databases, Microsoft SQL Server, Oracle, XML, Database Design, SQL, .NET, T-SQL, Java, Requirements Analysis, Oracle Database, Data Warehousing, Unix, Integration, SharePoint, PL/SQL, IIS, JavaScript, SDLC, Visual Studio, ETL, C#

Education
Regis University   2013 — 2015
Master of Science (M.S.), Database Technologies, 4.0

Harvard University   1998 — 1999
Computer Science

Universitat Regensburg   1995 — 1996
German Language and Literature

University of Colorado Boulder   1994 — 1996
Bachelor of Arts (B.A.), German Language and Literature, 3.7

University of Colorado Boulder   1989 — 1993
Bachelor of Arts (B.A.), History, 3.1

William Counihan William Counihan Merrimack, New Hampshire Details
William Counihan's Fidelity Investments Experience August 1995 - February 2012
Job Personal Trainer at Best Fitness Fitness Club
Industry Health, Wellness and Fitness
Experience
Best Fitness Fitness Club  February 2014 - Present
Fidelity Investments   August 1995 - February 2012

Education
Harvard University
Bachelor's degree, Economics

Richard Heatherly Richard Heatherly Knoxville, Tennessee Details
Richard Heatherly's Fidelity Investments Experience March 2004 - Present
Job Financial Anylist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2004 - Present
Finacial Services Provider   2004 - 2014
J. R. K. Finance Company   July 1996 - 2004

Skills
Financial Analysis, Business Analysis, Managerial Finance, Sales

Education
The University of Tennessee College of Business Administration, Knoxville   1986 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

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