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
Michael Apadula Michael Apadula's Fidelity Investments Experience December 2010 - Present
Job Vice President at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments December 2010 - Present
Fidelity Investments October 2007 - December 2010
GXS, Inc. (formerly GE Information Systems) May 2000 - October 2007
Analytical Sciences, Inc. (acquired by SRA International) May 1997 - May 2000
Cirrus Logic, Inc. August 1993 - May 1997
Cardion, Inc. February 1989 - August 1993
Skills
Agile Methodologies, Enterprise Software, SaaS, Software Development, SDLC, Product Management, Business Analysis, Software Project..., Cloud Computing, Requirements Analysis, Project Management, Agile Project Management, SOA, Scrum, Integration, Business Intelligence
Education
Hofstra University 1992 — 1997
Masters, Business Administration
New York University - Polytechnic School of Engineering 1982 — 1986
Bachelor’s Degree, Computer Science
Fidelity Investments December 2010 - Present
Fidelity Investments October 2007 - December 2010
GXS, Inc. (formerly GE Information Systems) May 2000 - October 2007
Analytical Sciences, Inc. (acquired by SRA International) May 1997 - May 2000
Cirrus Logic, Inc. August 1993 - May 1997
Cardion, Inc. February 1989 - August 1993
Skills
Agile Methodologies, Enterprise Software, SaaS, Software Development, SDLC, Product Management, Business Analysis, Software Project..., Cloud Computing, Requirements Analysis, Project Management, Agile Project Management, SOA, Scrum, Integration, Business Intelligence
Education
Hofstra University 1992 — 1997
Masters, Business Administration
New York University - Polytechnic School of Engineering 1982 — 1986
Bachelor’s Degree, Computer Science
Patrick Vaughan's Fidelity Investments Experience January 2015 - July 2015
Job Manager, IT Audit at Amazon
Industry Internet
Experience
Amazon August 2015 - Present
Fidelity Investments January 2015 - July 2015
Fidelity Investments January 2013 - December 2014
Fidelity Investments November 2010 - December 2012
Protiviti July 2008 - November 2010
Protiviti July 2006 - July 2008
Hofstra University September 2003 - July 2006
OSI Pharmaceuticals May 2005 - September 2005
Skills
IT Audit, Audit, Asset Management, PCI DSS, SOX, Risk Management, Enterprise Risk..., Sarbanes-Oxley Act, Information Technology, Sarbanes-Oxley, ITIL
Education
Hofstra University 2002 — 2006
B.B.A., Computer Information Systems (CIS), Marketing
Amazon August 2015 - Present
Fidelity Investments January 2015 - July 2015
Fidelity Investments January 2013 - December 2014
Fidelity Investments November 2010 - December 2012
Protiviti July 2008 - November 2010
Protiviti July 2006 - July 2008
Hofstra University September 2003 - July 2006
OSI Pharmaceuticals May 2005 - September 2005
Skills
IT Audit, Audit, Asset Management, PCI DSS, SOX, Risk Management, Enterprise Risk..., Sarbanes-Oxley Act, Information Technology, Sarbanes-Oxley, ITIL
Education
Hofstra University 2002 — 2006
B.B.A., Computer Information Systems (CIS), Marketing
Caitlin Acap Caitlin Acap's Fidelity Investments Experience June 2015 - Present
Job Financial Consultant Program at Fidelity Investments
Industry Defense & Space
Experience
Fidelity Investments June 2015 - Present
Department of Anthropology & Sociology at Rollins College August 2012 - May 2015
Global Strategy, Inc. January 2015 - April 2015
Roop Financial Services, Inc. June 2014 - July 2014
JUMP - Office of Community Engagement at Rollins College May 2012 - May 2013
Office of Community Engagement at Rollins College May 2012 - May 2013
Office of Student Success at Rollins College August 2012 - December 2012
New York & Company May 2012 - August 2012
Office of Student Success at Rollins College September 2011 - May 2012
Skills
Event Planning, Social Media, Leadership, Microsoft Office, Social Networking, Management, International Relations, Social Media Marketing, Team-oriented, Marketing, Budgets, Teaching, Peer Mentoring, Public Relations, Data Entry, Community Outreach, Organization, Teamwork, Retail Sales, Communication Skills, International..., Communication, Oracle CRM, IBM Mainframe, CRM Databases, Time Management, SPSS, Recruiting, Consulting, Office Administration, Project Management, Research
Education
Rollins College 2011 — 2015
Bachelor’s Degree, International Relations, Economics
Hong Kong Baptist University 2013 — 2013
International Relations and Economics
White Station High School 2007 — 2011
Honors High School Diploma
Fidelity Investments June 2015 - Present
Department of Anthropology & Sociology at Rollins College August 2012 - May 2015
Global Strategy, Inc. January 2015 - April 2015
Roop Financial Services, Inc. June 2014 - July 2014
JUMP - Office of Community Engagement at Rollins College May 2012 - May 2013
Office of Community Engagement at Rollins College May 2012 - May 2013
Office of Student Success at Rollins College August 2012 - December 2012
New York & Company May 2012 - August 2012
Office of Student Success at Rollins College September 2011 - May 2012
Skills
Event Planning, Social Media, Leadership, Microsoft Office, Social Networking, Management, International Relations, Social Media Marketing, Team-oriented, Marketing, Budgets, Teaching, Peer Mentoring, Public Relations, Data Entry, Community Outreach, Organization, Teamwork, Retail Sales, Communication Skills, International..., Communication, Oracle CRM, IBM Mainframe, CRM Databases, Time Management, SPSS, Recruiting, Consulting, Office Administration, Project Management, Research
Education
Rollins College 2011 — 2015
Bachelor’s Degree, International Relations, Economics
Hong Kong Baptist University 2013 — 2013
International Relations and Economics
White Station High School 2007 — 2011
Honors High School Diploma
Gordon Yuen Gordon Yuen's Fidelity Investments Experience August 2015 - Present
Job Financial Analyst III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments April 2014 - August 2015
Fidelity Investments October 2011 - April 2014
ActionLink October 2006 - October 2011
Liberty Tax Service January 2010 - April 2011
Coosemans Houston September 2007 - September 2008
Skills
Accounting, Financial Analysis, Accounts Receivable, Customer Service, Budgets, Tax, Financial Reporting, Accounts Payable, Finance
Education
University of Houston 2004 — 2008
BBA, Finance
Houston Community College 2009 — 2009
Accounting
Fidelity Investments August 2015 - Present
Fidelity Investments April 2014 - August 2015
Fidelity Investments October 2011 - April 2014
ActionLink October 2006 - October 2011
Liberty Tax Service January 2010 - April 2011
Coosemans Houston September 2007 - September 2008
Skills
Accounting, Financial Analysis, Accounts Receivable, Customer Service, Budgets, Tax, Financial Reporting, Accounts Payable, Finance
Education
University of Houston 2004 — 2008
BBA, Finance
Houston Community College 2009 — 2009
Accounting
Tony Adamo Tony Adamo's Fidelity Investments Experience October 1998 - August 2000
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2013 - Present
Fifth Third Securities September 2011 - March 2013
Charles Schwab August 2000 - May 2011
Fidelity Investments October 1998 - August 2000
Barnett/Nations Bank Investments September 1997 - September 1998
Dreyfus May 1989 - August 1997
Skills
Mutual Funds, Investments, Asset Allocation, Equities, Insurance, Long Term Care Insurance, Retirement Planning, Managed Money, Private Client Services
Education
US Army Officer Basic Course 1980 — 1981
Certification, Artillery
Hofstra University 1976 — 1980
Bachelor, Business Administration Management
TIAA-CREF March 2013 - Present
Fifth Third Securities September 2011 - March 2013
Charles Schwab August 2000 - May 2011
Fidelity Investments October 1998 - August 2000
Barnett/Nations Bank Investments September 1997 - September 1998
Dreyfus May 1989 - August 1997
Skills
Mutual Funds, Investments, Asset Allocation, Equities, Insurance, Long Term Care Insurance, Retirement Planning, Managed Money, Private Client Services
Education
US Army Officer Basic Course 1980 — 1981
Certification, Artillery
Hofstra University 1976 — 1980
Bachelor, Business Administration Management
Peter Standish Peter Standish's Fidelity Investments Experience July 2013 - August 2013
Job Analyst at Eze Software Group
Industry Financial Services
Experience
Eze Software Group December 2014 - Present
Northland Investment Corporation June 2014 - December 2014
Fidelity Investments July 2013 - August 2013
Hungarian Ministry of National Resources, Budapest Hungary February 2013 - May 2013
Collegiate Entrepreneurs Painting Services May 2011 - August 2012
Camp Deerwood June 2010 - August 2010
Skills
Microsoft Office, SQL, Project Management, Data Analysis, Research, Microsoft Excel, Data Management, PowerPoint, Teamwork, Customer Service, Social Media, Public Speaking, Microsoft Word, English
Education
Hobart and William Smith Colleges 2010 — 2014
Bachelor of Arts (BA), Economics, American Studies
Eze Software Group December 2014 - Present
Northland Investment Corporation June 2014 - December 2014
Fidelity Investments July 2013 - August 2013
Hungarian Ministry of National Resources, Budapest Hungary February 2013 - May 2013
Collegiate Entrepreneurs Painting Services May 2011 - August 2012
Camp Deerwood June 2010 - August 2010
Skills
Microsoft Office, SQL, Project Management, Data Analysis, Research, Microsoft Excel, Data Management, PowerPoint, Teamwork, Customer Service, Social Media, Public Speaking, Microsoft Word, English
Education
Hobart and William Smith Colleges 2010 — 2014
Bachelor of Arts (BA), Economics, American Studies
Timothy C. Frazier Timothy C. Frazier's Fidelity Investments Experience March 2006 - April 2009
Job Goldman, Sachs & Co. Investment Management Division
Industry Financial Services
Experience
Goldman Sachs December 2009 - Present
Pat Toomey for U.S. Senate April 2009 - December 2009
Fidelity Investments March 2006 - April 2009
U.S. Senate 2005 - 2005
RBC Wealth Management 2005 - 2005
Skills
Bloomberg, Capital Markets, Corporate Development, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Investments, Series 63, Equities, Series 7
Education
Hobart and William Smith Colleges 2002 — 2006
Bachelor of Arts (B.A.)
Goldman Sachs December 2009 - Present
Pat Toomey for U.S. Senate April 2009 - December 2009
Fidelity Investments March 2006 - April 2009
U.S. Senate 2005 - 2005
RBC Wealth Management 2005 - 2005
Skills
Bloomberg, Capital Markets, Corporate Development, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Investments, Series 63, Equities, Series 7
Education
Hobart and William Smith Colleges 2002 — 2006
Bachelor of Arts (B.A.)
Michael Capobianco Michael Capobianco's Fidelity Investments Experience April 2004 - July 2007
Job Assistant Vice President, FSA
Industry Financial Services
Experience
Merrill Edge December 2014 - Present
TD Ameritrade June 2013 - June 2014
AXA April 2009 - May 2013
CitiSmith Barney November 2007 - March 2009
Fidelity Investments April 2004 - July 2007
Skills
Retirement Planning, Wealth Management, Life Insurance, Insurance, Retirement, Pensions, Strategic Financial..., Fixed Annuities, Income Protection, Investments, Wealth Accumulation, Mutual Funds, Asset Allocation, Series 7, Critical Illness, Financial Advisory, Superannuation, IRAs, Investment Strategies, Variable Annuities, Series 63, Finance, Financial Planning, Portfolio Management, Securities, Equities, Asset Management, Trading, Financial Analysis, Management
Education
Hofstra University
University of Massachusetts Lowell
Merrill Edge December 2014 - Present
TD Ameritrade June 2013 - June 2014
AXA April 2009 - May 2013
CitiSmith Barney November 2007 - March 2009
Fidelity Investments April 2004 - July 2007
Skills
Retirement Planning, Wealth Management, Life Insurance, Insurance, Retirement, Pensions, Strategic Financial..., Fixed Annuities, Income Protection, Investments, Wealth Accumulation, Mutual Funds, Asset Allocation, Series 7, Critical Illness, Financial Advisory, Superannuation, IRAs, Investment Strategies, Variable Annuities, Series 63, Finance, Financial Planning, Portfolio Management, Securities, Equities, Asset Management, Trading, Financial Analysis, Management
Education
Hofstra University
University of Massachusetts Lowell
Michael Louis Andrito Michael Louis Andrito's Fidelity Investments Experience December 2014 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Global Arena Capital Corp. May 2014 - September 2014
Valley Health System July 2012 - May 2014
Valley Health System February 2010 - July 2012
Xogistix September 2006 - January 2010
Hofstra University September 2008 - May 2009
Commission on Presidential Debates August 2008 - November 2008
Skills
PowerPoint, Microsoft Office, Research, Public Speaking, Sales, Marketing, Public Relations, Negotiation, Sales Presentations, Superior Work Ethic, Microsoft Excel, Dealing with Difficult..., Time Management
Education
Ramapo College of New Jersey 2010 — 2012
Bachelor of Arts (B.A.), Literature
Hofstra University 2007 — 2009
Indian Hills High School 2004 — 2007
International Studies and Business University Program
Fidelity Investments December 2014 - Present
Global Arena Capital Corp. May 2014 - September 2014
Valley Health System July 2012 - May 2014
Valley Health System February 2010 - July 2012
Xogistix September 2006 - January 2010
Hofstra University September 2008 - May 2009
Commission on Presidential Debates August 2008 - November 2008
Skills
PowerPoint, Microsoft Office, Research, Public Speaking, Sales, Marketing, Public Relations, Negotiation, Sales Presentations, Superior Work Ethic, Microsoft Excel, Dealing with Difficult..., Time Management
Education
Ramapo College of New Jersey 2010 — 2012
Bachelor of Arts (B.A.), Literature
Hofstra University 2007 — 2009
Indian Hills High School 2004 — 2007
International Studies and Business University Program
William (Billy) McCabe William (Billy) McCabe's Fidelity Investments Experience 2007 - November 2012
Job Worker Bee at WJM Computer Consulting
Industry Financial Services
Experience
Fidelity Investments via WJM Computer Consulting September 2014 - Present
State Street via WJM Computer Consulting March 2014 - May 2014
Hong Kong and Shanghai Banking Corporation April 2013 - December 2013
Fidelity Investments 2007 - November 2012
State Street March 2005 - February 2006
Putnam Investments 2006 - 2006
PFPC 2003 - 2004
Fidelity Investments 1998 - 2000
Castor Music August 1993 - October 1999
J.P. Morgan September 1993 - September 1998
Skills
Business Analysis, Fixed Income, User Acceptance Testing, Options, Trading, Securities, Microsoft SQL Server, Investments, Mutual Funds, Equities, SDLC, XML, Web Services, CICS, Programming, Trading System, Municipalities, Portfolio Management, Bonds, Asset Allocation, Series 7, Series 63, Financial Services, Trading Systems, FX Options, Asset Management, Municipal Bond Expertise, Separately Managed..., COBOL, Performance Analysis, Portfolio Statistics, Portfolio Attribution
Education
Hofstra University 1987 — 1989
Batchelor of Business Administration, Finance
Nassau Community College 1985 — 1987
Associates, Business Administration
University of Rhode Island
Fidelity Investments via WJM Computer Consulting September 2014 - Present
State Street via WJM Computer Consulting March 2014 - May 2014
Hong Kong and Shanghai Banking Corporation April 2013 - December 2013
Fidelity Investments 2007 - November 2012
State Street March 2005 - February 2006
Putnam Investments 2006 - 2006
PFPC 2003 - 2004
Fidelity Investments 1998 - 2000
Castor Music August 1993 - October 1999
J.P. Morgan September 1993 - September 1998
Skills
Business Analysis, Fixed Income, User Acceptance Testing, Options, Trading, Securities, Microsoft SQL Server, Investments, Mutual Funds, Equities, SDLC, XML, Web Services, CICS, Programming, Trading System, Municipalities, Portfolio Management, Bonds, Asset Allocation, Series 7, Series 63, Financial Services, Trading Systems, FX Options, Asset Management, Municipal Bond Expertise, Separately Managed..., COBOL, Performance Analysis, Portfolio Statistics, Portfolio Attribution
Education
Hofstra University 1987 — 1989
Batchelor of Business Administration, Finance
Nassau Community College 1985 — 1987
Associates, Business Administration
University of Rhode Island
Kimberly A. Raynor Kimberly A. Raynor's Fidelity Investments Experience October 2012 - Present
Job Director, Asset Management Talent Acquisition
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
KA Raynor July 2012 - September 2012
State Street June 2009 - June 2012
KARaynor 2009 - 2009
Wellington Management Co. LLP November 2005 - December 2008
Russell Reynolds Associates 1998 - 2005
Putnam Investments 1996 - 1998
Scudder Investments 1980 - 1995
Skills
Onboarding, Investments, Human Resources, Interviews, Private Equity, Recruiting, Financial Services, Hedge Funds, Bonds, Securities, Capital Markets, Derivatives, Mergers & Acquisitions, Asset Management, Mutual Funds, Equities, Financial Markets, Investment Strategies, Investment Management, Alternative Investments, Asset Allocation, Portfolio Management, Bloomberg, Series 63, Series 7, Wealth Management, Trading, ETFs, Equity Research, Investment Advisory, Valuation, Emerging Markets, 401k, Equity Trading, Relationship Management, FINRA, Trading Systems, Series 24, Options, Fund Of Funds, Structured Products, Middle Office, Investor Relations, Corporate Actions, Fund Accounting, Investment Banking, Institutional..., FX Options, Electronic Trading, Bloomberg Terminal
Education
Hofstra University
BBA, International Finance
Fidelity Investments October 2012 - Present
KA Raynor July 2012 - September 2012
State Street June 2009 - June 2012
KARaynor 2009 - 2009
Wellington Management Co. LLP November 2005 - December 2008
Russell Reynolds Associates 1998 - 2005
Putnam Investments 1996 - 1998
Scudder Investments 1980 - 1995
Skills
Onboarding, Investments, Human Resources, Interviews, Private Equity, Recruiting, Financial Services, Hedge Funds, Bonds, Securities, Capital Markets, Derivatives, Mergers & Acquisitions, Asset Management, Mutual Funds, Equities, Financial Markets, Investment Strategies, Investment Management, Alternative Investments, Asset Allocation, Portfolio Management, Bloomberg, Series 63, Series 7, Wealth Management, Trading, ETFs, Equity Research, Investment Advisory, Valuation, Emerging Markets, 401k, Equity Trading, Relationship Management, FINRA, Trading Systems, Series 24, Options, Fund Of Funds, Structured Products, Middle Office, Investor Relations, Corporate Actions, Fund Accounting, Investment Banking, Institutional..., FX Options, Electronic Trading, Bloomberg Terminal
Education
Hofstra University
BBA, International Finance
Travis Ferland Travis Ferland's Fidelity Investments Experience June 2015 - Present
Job
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments June 2013 - May 2015
Fidelity Investments October 2011 - May 2013
The Governor's Academy May 2007 - August 2010
Skills
Microsoft Excel, Project Planning, PowerPoint, Customer Service, Marketing Strategy, Social Media, Microsoft Word, SAS Business Analystics, Mandarin Chinese, Word
Education
Tuck School of Business at Dartmouth 2011 — 2011
Certificate, Business/Managerial Economics
Hobart and William Smith Colleges 2007 — 2011
Bachelor of Arts, Economics and Asian Languages/Cultures
Peking University 2009 — 2009
Chinese Language, Chinese Business Culture
The Governor's Academy 2004 — 2007
High School
Fidelity Investments June 2015 - Present
Fidelity Investments June 2013 - May 2015
Fidelity Investments October 2011 - May 2013
The Governor's Academy May 2007 - August 2010
Skills
Microsoft Excel, Project Planning, PowerPoint, Customer Service, Marketing Strategy, Social Media, Microsoft Word, SAS Business Analystics, Mandarin Chinese, Word
Education
Tuck School of Business at Dartmouth 2011 — 2011
Certificate, Business/Managerial Economics
Hobart and William Smith Colleges 2007 — 2011
Bachelor of Arts, Economics and Asian Languages/Cultures
Peking University 2009 — 2009
Chinese Language, Chinese Business Culture
The Governor's Academy 2004 — 2007
High School
Kayla Brown Kayla Brown's Fidelity Investments Experience July 2012 - May 2013
Job Graphics/PowerPoint Designer at AVmedia
Industry Media Production
Experience
AVmedia March 2014 - Present
Natixis Global Asset Management July 2013 - March 2014
Fidelity Investments July 2012 - May 2013
Staples August 2009 - July 2012
Jomar Motion Pictures March 2011 - June 2011
West Springfield Middle School January 2007 - June 2010
Salem State University September 2008 - May 2009
Reminder Publications June 2007 - August 2007
Skills
Adobe Creative Suite, Microsoft, PC and MAC, QuarkXPress, InDesign, Typography, Illustrator, Adobe Acrobat, Layout, Graphic Design, Dreamweaver, Logo Design, Photoshop, Brochures, Posters, Flyers
Education
Salem State University 2007 — 2011
Bachelor of Arts, Graphic Design
Holyoke Community College 2006 — 2007
Holyoke Community College 2006 — 2007
Visual Arts
AVmedia March 2014 - Present
Natixis Global Asset Management July 2013 - March 2014
Fidelity Investments July 2012 - May 2013
Staples August 2009 - July 2012
Jomar Motion Pictures March 2011 - June 2011
West Springfield Middle School January 2007 - June 2010
Salem State University September 2008 - May 2009
Reminder Publications June 2007 - August 2007
Skills
Adobe Creative Suite, Microsoft, PC and MAC, QuarkXPress, InDesign, Typography, Illustrator, Adobe Acrobat, Layout, Graphic Design, Dreamweaver, Logo Design, Photoshop, Brochures, Posters, Flyers
Education
Salem State University 2007 — 2011
Bachelor of Arts, Graphic Design
Holyoke Community College 2006 — 2007
Holyoke Community College 2006 — 2007
Visual Arts
Matthew Cutrone Matthew Cutrone's Fidelity Investments Experience 2002 - 2003
Job HR Manager, Pratt & Whitney AeroPower
Industry Human Resources
Experience
Pratt & Whitney January 2014 - Present
Pratt & Whitney March 2013 - January 2014
Pratt & Whitney June 2012 - March 2013
Pinehurst Resort 2004 - 2010
Fidelity Investments 2002 - 2003
Skills
Change Management, Employee Relations, HR Strategy, Cultural Awareness, Team Building, Project Execution, Operational Risk..., Business Strategy, Public Speaking, Leadership Development, Strategic Consulting, Talent Management, Onboarding, Employment Law
Education
University of Hertfordshire 2011 — 2012
Masters in Global HR, Human Resources
Hochschule Bremen 2010 — 2011
International MBA, Strategic Business Management
University of North Carolina at Wilmington 1999 — 2002
BS, Business Management
Pratt & Whitney January 2014 - Present
Pratt & Whitney March 2013 - January 2014
Pratt & Whitney June 2012 - March 2013
Pinehurst Resort 2004 - 2010
Fidelity Investments 2002 - 2003
Skills
Change Management, Employee Relations, HR Strategy, Cultural Awareness, Team Building, Project Execution, Operational Risk..., Business Strategy, Public Speaking, Leadership Development, Strategic Consulting, Talent Management, Onboarding, Employment Law
Education
University of Hertfordshire 2011 — 2012
Masters in Global HR, Human Resources
Hochschule Bremen 2010 — 2011
International MBA, Strategic Business Management
University of North Carolina at Wilmington 1999 — 2002
BS, Business Management
Steve Aberman Steve Aberman's Fidelity Investments Experience December 2010 - July 2014
Job Wealth Manager at Flynn Zito Capital Management, LLC
Industry Financial Services
Experience
Flynn Zito Capital Management, LLC July 2014 - Present
Fidelity Investments December 2010 - July 2014
Goldman Sachs - Spear, Leeds & Kellogg Specialists June 1995 - March 2010
Education
Hofstra University 1989 — 1993
BA, Communication Arts
Flynn Zito Capital Management, LLC July 2014 - Present
Fidelity Investments December 2010 - July 2014
Goldman Sachs - Spear, Leeds & Kellogg Specialists June 1995 - March 2010
Education
Hofstra University 1989 — 1993
BA, Communication Arts
Dana Trowbridge Dana Trowbridge's Fidelity Investments Experience June 2015 - Present
Job Summer Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Trowbridge Financial Services May 2013 - June 2015
Sigma Financial Corporation May 2014 - August 2014
Monroe County Prosecutor June 2013 - August 2013
State of Michigan May 2012 - August 2012
Sherlock Storage May 2010 - August 2011
Vermont Pie Company July 2008 - January 2010
Skills
Customer Service, Public Speaking, Outlook, Event Planning, Microsoft Excel, Data Entry, Microsoft Word, Microsoft Office, Teamwork, Research, PowerPoint, Time Management, Leadership, Communication, Inventory Management, Budgets, Telephone Skills, Entrepreneurship, Strategic Planning
Education
Hillsdale College 2012 — 2016
Bachelor of Arts (B.A.), Major: Economics; Minor: Financial Management/Business, Senior
Notre Dame Academy 2008 — 2012
Fidelity Investments June 2015 - Present
Trowbridge Financial Services May 2013 - June 2015
Sigma Financial Corporation May 2014 - August 2014
Monroe County Prosecutor June 2013 - August 2013
State of Michigan May 2012 - August 2012
Sherlock Storage May 2010 - August 2011
Vermont Pie Company July 2008 - January 2010
Skills
Customer Service, Public Speaking, Outlook, Event Planning, Microsoft Excel, Data Entry, Microsoft Word, Microsoft Office, Teamwork, Research, PowerPoint, Time Management, Leadership, Communication, Inventory Management, Budgets, Telephone Skills, Entrepreneurship, Strategic Planning
Education
Hillsdale College 2012 — 2016
Bachelor of Arts (B.A.), Major: Economics; Minor: Financial Management/Business, Senior
Notre Dame Academy 2008 — 2012
Jake Wedemeyer, CFP®, CRPC®, CRPS® Jake Wedemeyer, CFP®, CRPC®, CRPS®'s Fidelity Investments Experience August 2012 - Present
Job Workplace Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Focus Financial Network, Inc. August 2006 - August 2012
Ameriprise Financial Advisors July 2003 - August 2006
Skills
Uniform Combined State..., Series 63, Finance
Education
Minnesota State University, Mankato 1998 — 2003
Bachelor of Science, Business Management
Hopkins High 1996 — 1998
High School
Hondros College
Fidelity Investments August 2012 - Present
Focus Financial Network, Inc. August 2006 - August 2012
Ameriprise Financial Advisors July 2003 - August 2006
Skills
Uniform Combined State..., Series 63, Finance
Education
Minnesota State University, Mankato 1998 — 2003
Bachelor of Science, Business Management
Hopkins High 1996 — 1998
High School
Hondros College
James Glasheen III's Fidelity Investments Experience July 2011 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
ING January 2010 - July 2011
United States Marine Corps May 2009 - August 2009
Taylor University 2007 - 2009
Irwin Union Bank June 2008 - August 2008
Taylor University August 2007 - November 2007
Education
Taylor University 2005 — 2009
B.A., International Business
Hong Kong Baptist University 2008 — 2008
B.A., International Business
Fidelity Investments July 2011 - Present
ING January 2010 - July 2011
United States Marine Corps May 2009 - August 2009
Taylor University 2007 - 2009
Irwin Union Bank June 2008 - August 2008
Taylor University August 2007 - November 2007
Education
Taylor University 2005 — 2009
B.A., International Business
Hong Kong Baptist University 2008 — 2008
B.A., International Business
MOLLY AYARS MOLLY AYARS's Fidelity Investments Experience December 2011 - Present
Job Retirement Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2011 - Present
Fidelity Investments August 1999 - December 2011
Fidelity Investments December 1995 - August 1999
Education
Houston Baptist University 1979 — 1985
Bachelor's degree, Education
The University of New Mexico 1978 — 1979
Fidelity Investments December 2011 - Present
Fidelity Investments August 1999 - December 2011
Fidelity Investments December 1995 - August 1999
Education
Houston Baptist University 1979 — 1985
Bachelor's degree, Education
The University of New Mexico 1978 — 1979
Cristin Charlap's Fidelity Investments Experience August 2014 - Present
Job HR Operations Manager at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments (Veritude Contract) February 2014 - August 2014
Fidelity Investments (Veritude Contract) November 2013 - February 2014
Fidelity Investments (Veritude Contract) October 2012 - November 2013
CNX: Connecting NH Networkers April 2012 - April 2013
Fidelity Investments March 2010 - January 2012
Fidelity Investments September 2007 - March 2010
Fidelity Investments July 2006 - August 2007
Fidelity Investments January 2005 - July 2006
Grappone Automotive Group 2004 - 2004
Skills
Business Process..., Service Design, Business Strategy, Business Analysis, Cost Reduction..., Change Management, Human Capital Management, Talent Management, Strategic Thinking, Escalation Management, Risk Mitigation, Certified Project..., Negotiation, Customer Service, Client Services, Payroll Administration, HR Service Delivery, People Management, Training Skills, Learning Management, Performance Management, HRO, Content Management, Call Center, Call Center Development, Collaborative Planning, Collaborative, Payroll Software, Influential, Project Management, Training, Management, Call Centers, Process Improvement, Risk Management, Human Resources, Analysis, Strategy, Payroll, Personnel Management, Software Documentation
Education
Hobart and William Smith Colleges 1995 — 1999
B.A., Psychology
Acton Boxborough Regional High School
Additional Coursework Completed
Fidelity Investments August 2014 - Present
Fidelity Investments (Veritude Contract) February 2014 - August 2014
Fidelity Investments (Veritude Contract) November 2013 - February 2014
Fidelity Investments (Veritude Contract) October 2012 - November 2013
CNX: Connecting NH Networkers April 2012 - April 2013
Fidelity Investments March 2010 - January 2012
Fidelity Investments September 2007 - March 2010
Fidelity Investments July 2006 - August 2007
Fidelity Investments January 2005 - July 2006
Grappone Automotive Group 2004 - 2004
Skills
Business Process..., Service Design, Business Strategy, Business Analysis, Cost Reduction..., Change Management, Human Capital Management, Talent Management, Strategic Thinking, Escalation Management, Risk Mitigation, Certified Project..., Negotiation, Customer Service, Client Services, Payroll Administration, HR Service Delivery, People Management, Training Skills, Learning Management, Performance Management, HRO, Content Management, Call Center, Call Center Development, Collaborative Planning, Collaborative, Payroll Software, Influential, Project Management, Training, Management, Call Centers, Process Improvement, Risk Management, Human Resources, Analysis, Strategy, Payroll, Personnel Management, Software Documentation
Education
Hobart and William Smith Colleges 1995 — 1999
B.A., Psychology
Acton Boxborough Regional High School
Additional Coursework Completed
Jeremy Sebring's Fidelity Investments Experience July 2015 - Present
Job Financial Representative Full Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Total Quality Logistics September 2010 - July 2015
Movie Gallery March 2009 - June 2010
Hollywood Video March 2009 - May 2009
Pickaway Plains Ambulance Service Inc June 2007 - November 2008
Skills
Logistics Management, Sales Management, Store Management, Field Training, Logistics Analysis, Sales, Logistics, Training
Education
Hocking College 2005 — 2006
State Certified EMT, State Certified Level 2 Firefighter, Nationally Registered EMT
Ohio University 2004 — 2005
Exercise Physiology
Fidelity Investments July 2015 - Present
Total Quality Logistics September 2010 - July 2015
Movie Gallery March 2009 - June 2010
Hollywood Video March 2009 - May 2009
Pickaway Plains Ambulance Service Inc June 2007 - November 2008
Skills
Logistics Management, Sales Management, Store Management, Field Training, Logistics Analysis, Sales, Logistics, Training
Education
Hocking College 2005 — 2006
State Certified EMT, State Certified Level 2 Firefighter, Nationally Registered EMT
Ohio University 2004 — 2005
Exercise Physiology
Aalok Patel's Fidelity Investments Experience November 2013 - May 2014
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade July 2014 - Present
Fidelity Investments November 2013 - May 2014
Scottrade February 2009 - November 2013
The Buckle June 2006 - May 2007
Cordua Restaurants November 2005 - February 2006
Skills
Series 7, series 63, Mutual Funds, Marketing, Management, Analysis, Recruiting, Leadership, Market Research, Business Strategy, Marketing Management, Financial Services, Advertising, Strategy, Business Development, Series 63
Education
Houston Baptist University
Bachelor of Business Administration, Business Admin/Management
University of St Thomas
Master of Business Administration
Scottrade July 2014 - Present
Fidelity Investments November 2013 - May 2014
Scottrade February 2009 - November 2013
The Buckle June 2006 - May 2007
Cordua Restaurants November 2005 - February 2006
Skills
Series 7, series 63, Mutual Funds, Marketing, Management, Analysis, Recruiting, Leadership, Market Research, Business Strategy, Marketing Management, Financial Services, Advertising, Strategy, Business Development, Series 63
Education
Houston Baptist University
Bachelor of Business Administration, Business Admin/Management
University of St Thomas
Master of Business Administration
Ethan Cohen, PMP, CSPO Ethan Cohen, PMP, CSPO's Fidelity Investments Experience November 2012 - Present
Job Sr. Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
AIG September 2010 - November 2012
Pro4ia Inc. April 2010 - September 2010
AIG Retirement Services May 2007 - April 2010
Ramp Chevrolet 1999 - 2007
Skills
IT Management, ITIL, Change Management, Active Directory, Network Administration, Security, Servers, PMP, Virtualization, Customer Service, Windows Server 2008, Mentoring, Operating Systems, Budgeting, Windows 7, Documentation, Process Improvement, VMware ESX, Cisco Wireless, Vendor Management, Software Documentation, Technical Support, Information Technology, Troubleshooting, Disaster Recovery, Budgets, Windows Server, Business Intelligence, Leadership, IT Operations, Data Center, Project Management, Microsoft Exchange, Cloud Computing, Management, Networking
Education
Hofstra University 2001 — 2004
BA, Business
Fidelity Investments November 2012 - Present
AIG September 2010 - November 2012
Pro4ia Inc. April 2010 - September 2010
AIG Retirement Services May 2007 - April 2010
Ramp Chevrolet 1999 - 2007
Skills
IT Management, ITIL, Change Management, Active Directory, Network Administration, Security, Servers, PMP, Virtualization, Customer Service, Windows Server 2008, Mentoring, Operating Systems, Budgeting, Windows 7, Documentation, Process Improvement, VMware ESX, Cisco Wireless, Vendor Management, Software Documentation, Technical Support, Information Technology, Troubleshooting, Disaster Recovery, Budgets, Windows Server, Business Intelligence, Leadership, IT Operations, Data Center, Project Management, Microsoft Exchange, Cloud Computing, Management, Networking
Education
Hofstra University 2001 — 2004
BA, Business
Fran Mills Fran Mills's Fidelity Investments Experience September 2006 - March 2007
Job Fitness Director at Cooper Aerobics
Industry Health, Wellness and Fitness
Experience
Cooper Aerobics, Wellington Athletic Club April 2007 - Present
Health Fitness Corporation September 2006 - March 2007
Fidelity Investments September 2006 - March 2007
University of North Texas January 2004 - August 2006
University of North Texas June 2005 - August 2005
Skills
Personal Training, Exercise, Sports, Fitness, Wellness, Exercise Physiology, Health Promotion, Strength Training, Wellness Coaching, Yoga, Exercise Prescription, Fitness Training, Functional Training, Cardio, Operant Conditioning, Weight Training
Education
University of North Texas 2004 — 2006
Master of Science, Kinesiology
Houston Community College 1990 — 1992
Associate of Science, Horticulture
University of North Texas
Bachelor of Music, Flute performance
Cooper Aerobics, Wellington Athletic Club April 2007 - Present
Health Fitness Corporation September 2006 - March 2007
Fidelity Investments September 2006 - March 2007
University of North Texas January 2004 - August 2006
University of North Texas June 2005 - August 2005
Skills
Personal Training, Exercise, Sports, Fitness, Wellness, Exercise Physiology, Health Promotion, Strength Training, Wellness Coaching, Yoga, Exercise Prescription, Fitness Training, Functional Training, Cardio, Operant Conditioning, Weight Training
Education
University of North Texas 2004 — 2006
Master of Science, Kinesiology
Houston Community College 1990 — 1992
Associate of Science, Horticulture
University of North Texas
Bachelor of Music, Flute performance
Linda Pix's Fidelity Investments Experience January 2001 - February 2007
Job Managing Partner & Director of Advisor Services at Integrated Advisors Network (IAN)
Industry Financial Services
Experience
Integrated Advisors Network (IAN) September 2014 - Present
Independent Business Consulting January 2012 - August 2014
MarketCounsel October 2010 - December 2011
STEMS Fabulous Flowers March 2007 - June 2011
Fidelity Investments January 2001 - February 2007
Allianz 1999 - 2000
Invesco Aim 1991 - 1999
Skills
Start-ups, Entrepreneurship, Business Development, Sales&Marketing, Operational Efficiency, Process Improvement, Strategic Planning, Cross Functional..., Strategic Partnerships, Project Management, Process Implementation, Strategic Analytics, Relationship Management, Management, Training, Sales, Program Management, Sales Operations, Business Strategy, Operations Management, Market Research, Investments, Recruiting, Financial Services, Budgets, Executive Management
Education
Bradford School of Business 1990 — 1991
Travel & Hospitality Management, Travel & Hospitality Management
Houston Community College 1989 — 1990
General
Integrated Advisors Network (IAN) September 2014 - Present
Independent Business Consulting January 2012 - August 2014
MarketCounsel October 2010 - December 2011
STEMS Fabulous Flowers March 2007 - June 2011
Fidelity Investments January 2001 - February 2007
Allianz 1999 - 2000
Invesco Aim 1991 - 1999
Skills
Start-ups, Entrepreneurship, Business Development, Sales&Marketing, Operational Efficiency, Process Improvement, Strategic Planning, Cross Functional..., Strategic Partnerships, Project Management, Process Implementation, Strategic Analytics, Relationship Management, Management, Training, Sales, Program Management, Sales Operations, Business Strategy, Operations Management, Market Research, Investments, Recruiting, Financial Services, Budgets, Executive Management
Education
Bradford School of Business 1990 — 1991
Travel & Hospitality Management, Travel & Hospitality Management
Houston Community College 1989 — 1990
General
Rebal Canaris Rebal Canaris's Fidelity Investments Experience August 2007 - April 2010
Job Sr. Communications Analyst at ACS, a Xerox Company
Industry Financial Services
Experience
ACS, a Xerox Company January 2012 - Present
The Space Center May 2010 - May 2011
Listen Inc. June 2010 - August 2010
Fidelity Investments August 2007 - April 2010
Fidelity Investments October 2006 - August 2007
Kenexa June 2006 - October 2006
Farris Hotel 1912 December 2005 - May 2006
The Eagle Stop June 2003 - May 2006
Skills
Accounting, Vendor Management, Strategic Planning, Agile Methodologies, Business Analysis, Business Requirements, Change Management, Financial Services, Microsoft Excel, Microsoft Office, Process Improvement, Project Management, Program Management, Requirements Gathering, SharePoint, Requirements Analysis, Payroll, SDLC
Education
Salem State College 2010 — 2011
Certificate, Accounting
Houston Baptist University 2003 — 2006
MBA, Finance
The University of Texas at Austin 1999 — 2003
Advertising
ACS, a Xerox Company January 2012 - Present
The Space Center May 2010 - May 2011
Listen Inc. June 2010 - August 2010
Fidelity Investments August 2007 - April 2010
Fidelity Investments October 2006 - August 2007
Kenexa June 2006 - October 2006
Farris Hotel 1912 December 2005 - May 2006
The Eagle Stop June 2003 - May 2006
Skills
Accounting, Vendor Management, Strategic Planning, Agile Methodologies, Business Analysis, Business Requirements, Change Management, Financial Services, Microsoft Excel, Microsoft Office, Process Improvement, Project Management, Program Management, Requirements Gathering, SharePoint, Requirements Analysis, Payroll, SDLC
Education
Salem State College 2010 — 2011
Certificate, Accounting
Houston Baptist University 2003 — 2006
MBA, Finance
The University of Texas at Austin 1999 — 2003
Advertising
Hilary Lee's Fidelity Investments Experience July 2013 - Present
Job Investment Analyst at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments July 2013 - Present
State Street January 2013 - July 2013
State Street July 2011 - January 2013
Sky Meadow Country Club August 2004 - June 2011
Polaris Securities (HK) Limited January 2011 - May 2011
Genzyme July 2009 - December 2009
Skills
Financial Analysis, Corporate Finance, Teamwork, Oral & Written..., Training, Networking, Mentoring Of Staff, Recruiting, Work Autonomously, Financial Reporting, Mathematics, Statistics, Financial Statement..., Microsoft Office, Time Management, Work Ethic, Close Attention to..., Data Reconciliation, Maintaining A Positive..., Client Execution, PowerPoint, Bloomberg Terminal, Accounting, Finance, Leadership, Microsoft Excel
Education
Northeastern University 2008 — 2011
Bachelor of Science, International Business, Finance, 3.6
The Hong Kong University of Science and Technology 2010 — 2010
International Business, Finance
Hofstra University 2006 — 2008
International Business, 3.9
Nashua High School South 2002 — 2006
High School Diploma, General
Fidelity Investments July 2013 - Present
State Street January 2013 - July 2013
State Street July 2011 - January 2013
Sky Meadow Country Club August 2004 - June 2011
Polaris Securities (HK) Limited January 2011 - May 2011
Genzyme July 2009 - December 2009
Skills
Financial Analysis, Corporate Finance, Teamwork, Oral & Written..., Training, Networking, Mentoring Of Staff, Recruiting, Work Autonomously, Financial Reporting, Mathematics, Statistics, Financial Statement..., Microsoft Office, Time Management, Work Ethic, Close Attention to..., Data Reconciliation, Maintaining A Positive..., Client Execution, PowerPoint, Bloomberg Terminal, Accounting, Finance, Leadership, Microsoft Excel
Education
Northeastern University 2008 — 2011
Bachelor of Science, International Business, Finance, 3.6
The Hong Kong University of Science and Technology 2010 — 2010
International Business, Finance
Hofstra University 2006 — 2008
International Business, 3.9
Nashua High School South 2002 — 2006
High School Diploma, General
Margaret Cullinan's Fidelity Investments Experience March 2013 - Present
Job Senior Marketing Manager at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments February 2011 - March 2013
Arnold Worldwide February 2010 - February 2011
Arnold December 2007 - December 2009
Arnold December 2007 - April 2008
CBS News September 2007 - December 2007
Skills
Email Marketing, Integrated Marketing, Advertising, Interactive Marketing, Marketing Communications, Digital Strategy, Digital Marketing, Direct Marketing, Social Media Marketing, Microsoft Excel, Online Advertising
Education
Hobart and William Smith Colleges 2003 — 2007
Bachelor of Arts, English & Media
University of East Anglia
Fidelity Investments March 2013 - Present
Fidelity Investments February 2011 - March 2013
Arnold Worldwide February 2010 - February 2011
Arnold December 2007 - December 2009
Arnold December 2007 - April 2008
CBS News September 2007 - December 2007
Skills
Email Marketing, Integrated Marketing, Advertising, Interactive Marketing, Marketing Communications, Digital Strategy, Digital Marketing, Direct Marketing, Social Media Marketing, Microsoft Excel, Online Advertising
Education
Hobart and William Smith Colleges 2003 — 2007
Bachelor of Arts, English & Media
University of East Anglia
Joris Melchior Joris Melchior's Fidelity Investments Experience February 2003 - February 2012
Job I.T. Architect at TD Bank Group
Industry Information Technology and Services
Experience
TD Bank Group March 2012 - Present
Fidelity Investments February 2003 - February 2012
Fidelity Investments August 2000 - February 2003
Fidelity Investments July 1999 - August 2000
Skills
Spring, JMS, XML, JSP, Tomcat, Servlets, Java, Hibernate, MySQL, JavaScript, Ant, HTML, Eclipse, Web Services, CSS, JDBC, JUnit, Subversion, Linux, SQL, jQuery, Swing, Flex, Objective-C, Android, Solution Architecture, SDLC, Enterprise Architecture, TOGAF, DB2, Oracle, Software Development, Databases, Architecture, Java Enterprise Edition, Websphere, SOA, UML, ESB, Agile Methodologies, Unix, Application Architecture, Weblogic, Web Applications, PL/SQL, Requirements Analysis, Software Project..., Software Design, EAI, REST
Education
1988 — 1991
NA, Bedrijfs Informatica (BI) - Business Information Systems
TD Bank Group March 2012 - Present
Fidelity Investments February 2003 - February 2012
Fidelity Investments August 2000 - February 2003
Fidelity Investments July 1999 - August 2000
Skills
Spring, JMS, XML, JSP, Tomcat, Servlets, Java, Hibernate, MySQL, JavaScript, Ant, HTML, Eclipse, Web Services, CSS, JDBC, JUnit, Subversion, Linux, SQL, jQuery, Swing, Flex, Objective-C, Android, Solution Architecture, SDLC, Enterprise Architecture, TOGAF, DB2, Oracle, Software Development, Databases, Architecture, Java Enterprise Edition, Websphere, SOA, UML, ESB, Agile Methodologies, Unix, Application Architecture, Weblogic, Web Applications, PL/SQL, Requirements Analysis, Software Project..., Software Design, EAI, REST
Education
1988 — 1991
NA, Bedrijfs Informatica (BI) - Business Information Systems
Amy G. Hicks Amy G. Hicks's Fidelity Investments Experience June 1995 - February 2009
Job Senior Contract & Budget Specialist at Cincinnati Children's Hospital Medical Center
Industry Insurance
Experience
Cincinnati Children's Hospital Medical Center December 2013 - Present
American Financial Group March 2012 - Present
US Department of Defense January 2010 - May 2012
Fidelity Investments June 1995 - February 2009
Lenscrafters October 1989 - June 1995
People Working Cooperatively 1988 - 1989
Skills
Procurement, Negotiation, Supplier Management, Problem Solving, Sourcing, Ariba, Continuous Improvement, Pricing Analysis, Contract Writing, Bid Preparation, Cost Savings, Purchasing, Contract Negotiation, Contract Management, Strategic Sourcing, Supply Chain, eSourcing, Supply Chain Management, E-procurement, Global Sourcing, Supplier, Cost Reduction, Spend Analysis, Team Building, Strategic Planning, Planning, Logistics, Teamwork, Supplier Evaluation
Education
Hillsdale College 1978 — 1980
Bachelor of Liberal Studies, History
Cincinnati Children's Hospital Medical Center December 2013 - Present
American Financial Group March 2012 - Present
US Department of Defense January 2010 - May 2012
Fidelity Investments June 1995 - February 2009
Lenscrafters October 1989 - June 1995
People Working Cooperatively 1988 - 1989
Skills
Procurement, Negotiation, Supplier Management, Problem Solving, Sourcing, Ariba, Continuous Improvement, Pricing Analysis, Contract Writing, Bid Preparation, Cost Savings, Purchasing, Contract Negotiation, Contract Management, Strategic Sourcing, Supply Chain, eSourcing, Supply Chain Management, E-procurement, Global Sourcing, Supplier, Cost Reduction, Spend Analysis, Team Building, Strategic Planning, Planning, Logistics, Teamwork, Supplier Evaluation
Education
Hillsdale College 1978 — 1980
Bachelor of Liberal Studies, History
Denise Thorne Johnson Denise Thorne Johnson's Fidelity Investments Experience June 2007 - January 2008
Job Consultant for Brand Strategy, Communications and Digital Marketing
Industry Marketing and Advertising
Experience
SunTrust Bank September 2008 - 2011
Fidelity Investments June 2007 - January 2008
DB Johnson 2003 - 2007
PNC Financial Services Group 1998 - 2002
Arnold Communications 1996 - 1998
Bank of Boston 1993 - 1996
Chemical Bank 1989 - 1993
Citibank 1978 - 1990
Citicorp 1978 - 1990
Citibank 1977 - 1990
Skills
Advertising, Segmentation, Marketing Strategy, Brand Management, Corporate Communications, CRM, Marketing, Financial Services, Strategy, Digital Marketing, Business Strategy, Social Media, Cross-functional Team..., Product Marketing, B2B, Start-ups
Education
Hood College
SunTrust Bank September 2008 - 2011
Fidelity Investments June 2007 - January 2008
DB Johnson 2003 - 2007
PNC Financial Services Group 1998 - 2002
Arnold Communications 1996 - 1998
Bank of Boston 1993 - 1996
Chemical Bank 1989 - 1993
Citibank 1978 - 1990
Citicorp 1978 - 1990
Citibank 1977 - 1990
Skills
Advertising, Segmentation, Marketing Strategy, Brand Management, Corporate Communications, CRM, Marketing, Financial Services, Strategy, Digital Marketing, Business Strategy, Social Media, Cross-functional Team..., Product Marketing, B2B, Start-ups
Education
Hood College
Adam Peplinski's Fidelity Investments Experience July 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Education Management
Experience
Fidelity Investments July 2015 - Present
Teach For America - Rutherford Winans Academy August 2013 - July 2015
Hope College August 2012 - May 2013
Bluebird Restaurant June 2009 - September 2012
Cherry Hill Haven June 2010 - August 2011
Skills
Public Speaking, Public Relations, Research, Critical Thinking, Microsoft Office, Facebook, Customer Service, Event Planning, PowerPoint, Marketing Strategy, Social Media, Teaching, Staff Development, Analysis, Microsoft Word, Editing
Education
Hope College 2009 — 2013
Chemistry and Communications, Pre-Med
St. Mary Lake Leelanau 2005 — 2009
Highschool Diploma, Secondary Education
Fidelity Investments July 2015 - Present
Teach For America - Rutherford Winans Academy August 2013 - July 2015
Hope College August 2012 - May 2013
Bluebird Restaurant June 2009 - September 2012
Cherry Hill Haven June 2010 - August 2011
Skills
Public Speaking, Public Relations, Research, Critical Thinking, Microsoft Office, Facebook, Customer Service, Event Planning, PowerPoint, Marketing Strategy, Social Media, Teaching, Staff Development, Analysis, Microsoft Word, Editing
Education
Hope College 2009 — 2013
Chemistry and Communications, Pre-Med
St. Mary Lake Leelanau 2005 — 2009
Highschool Diploma, Secondary Education
Leah Dezio Leah Dezio's Fidelity Investments Experience April 2011 - September 2014
Job Vice President at BNP Paribas
Industry Financial Services
Experience
BNP Paribas September 2015 - Present
Mitsubishi UFJ Securities September 2014 - July 2015
Fidelity Investments April 2011 - September 2014
Morgan Stanley April 2005 - April 2011
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Equities, Finance, Fixed Income, Financial Reporting, Bloomberg
Education
Hofstra University
Bachelor of Business Administration (B.B.A.)
BNP Paribas September 2015 - Present
Mitsubishi UFJ Securities September 2014 - July 2015
Fidelity Investments April 2011 - September 2014
Morgan Stanley April 2005 - April 2011
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Equities, Finance, Fixed Income, Financial Reporting, Bloomberg
Education
Hofstra University
Bachelor of Business Administration (B.B.A.)
DeAnna Michele Savareses DeAnna Michele Savareses's Fidelity Investments Experience August 2013 - Present
Job Financial Representative for Fidelity investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
AXA Advisors September 2008 - June 2013
AXA Advisors March 2007 - June 2008
Travelers Rest of Westchester June 2003 - December 2007
Skills
Series 7, Retirement Planning, Series 66, Life, Accident, and..., Investments, Strategic Financial..., Uniform Combined State..., Wealth Management, Mutual Funds, Bonds, Health Insurance, Affordable Care Act, Sales, Asset Management, Asset Allocation, Budgets
Education
Hofstra University 2004 — 2008
BA, Finance
Fidelity Investments August 2013 - Present
AXA Advisors September 2008 - June 2013
AXA Advisors March 2007 - June 2008
Travelers Rest of Westchester June 2003 - December 2007
Skills
Series 7, Retirement Planning, Series 66, Life, Accident, and..., Investments, Strategic Financial..., Uniform Combined State..., Wealth Management, Mutual Funds, Bonds, Health Insurance, Affordable Care Act, Sales, Asset Management, Asset Allocation, Budgets
Education
Hofstra University 2004 — 2008
BA, Finance
Anthony Frasciello Anthony Frasciello's Fidelity Investments Experience October 2012 - Present
Job Senior Accountant at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments October 2012 - Present
J.H. Cohn LLP October 2008 - October 2012
Skills
Auditing, Forecasting
Education
Hofstra University 2005 — 2008
Accounting
Fidelity Investments October 2012 - Present
J.H. Cohn LLP October 2008 - October 2012
Skills
Auditing, Forecasting
Education
Hofstra University 2005 — 2008
Accounting
Robin Martin Robin Martin's Fidelity Investments Experience 1992 - 1995
Job Executive Coaching & Leadership Development
Industry Human Resources
Experience
Harvard Business School August 2014 - Present
Thrive Coaching & Consulting Group January 2011 - Present
The Service Profit Chain Institute March 2005 - Present
The Hanover Insurance Group January 2005 - March 2006
RJM Consulting January 2001 - December 2004
The Forum Corporation January 1996 - June 2000
Fidelity Investments 1992 - 1995
The Focus Group 1989 - 1991
Skills
Executive Coaching, Leadership Team..., Facilitation, Organizational..., Alignment, Organizational..., Culture Change, Leadership Development, MBTI, Leadership, Business Alignment, Workshop Facilitation, Team Building, Management, Training, Coaching, Program Management, Change Management, Business Strategy, Consulting, Strategic Planning
Education
Boston University 1993 — 1995
Masters, Education: Organizational Development
Hofstra University 1984 — 1988
Bachelor's degree, Marketing
Harvard Business School August 2014 - Present
Thrive Coaching & Consulting Group January 2011 - Present
The Service Profit Chain Institute March 2005 - Present
The Hanover Insurance Group January 2005 - March 2006
RJM Consulting January 2001 - December 2004
The Forum Corporation January 1996 - June 2000
Fidelity Investments 1992 - 1995
The Focus Group 1989 - 1991
Skills
Executive Coaching, Leadership Team..., Facilitation, Organizational..., Alignment, Organizational..., Culture Change, Leadership Development, MBTI, Leadership, Business Alignment, Workshop Facilitation, Team Building, Management, Training, Coaching, Program Management, Change Management, Business Strategy, Consulting, Strategic Planning
Education
Boston University 1993 — 1995
Masters, Education: Organizational Development
Hofstra University 1984 — 1988
Bachelor's degree, Marketing
Nadine (Pavloff) Krejci-Adam Nadine (Pavloff) Krejci-Adam's Fidelity Investments Experience September 1992 - Present
Job Senior Campaign Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 1992 - Present
CMG Information Systems September 1991 - September 1992
SmartNames, Inc. April 1990 - August 1991
Epsilon April 1979 - April 1990
Ballinger Publishing Company 1977 - 1979
Education
University of Rhode Island 1974 — 1976
BA
Hofstra University
Fidelity Investments September 1992 - Present
CMG Information Systems September 1991 - September 1992
SmartNames, Inc. April 1990 - August 1991
Epsilon April 1979 - April 1990
Ballinger Publishing Company 1977 - 1979
Education
University of Rhode Island 1974 — 1976
BA
Hofstra University
Kathy Holzman Kathy Holzman's Fidelity Investments Experience November 2005 - February 2008
Job Experienced Print Production Professional
Industry Marketing and Advertising
Experience
Winsper September 2008 - October 2008
Mercury Marketing and advertising July 2008 - August 2008
Fidelity Investments November 2005 - February 2008
Captains of Industry August 2003 - May 2004
Blue Cross of MA February 2002 - December 2002
Digitas (formerly Bronner Slosberg Humphrey) 1990 - 2001
Digitas (Bronner/Slosber/Humphrey) 1990 - 2001
Bronner, Slosberg, Humphrey 1900 - 2001
AD Direct/Ally Gargano 1986 - 1990
Bozell 1984 - 1986
Skills
Direct Mail, Direct Marketing, Marketing, Print Production Process, Collateral Production, Integrated Marketing, Graphic Design, Creative Strategy, Digital Marketing, Database Marketing, Marketing Communications, Pre-press, Leadership, Creative Direction, Digital Strategy, Interactive Marketing, Project Management, Email Marketing, Online Advertising, Relationship Marketing, Advertising
Education
Hofstra University 1962 — 1973
BA + 30 graduate credits, European History
Winsper September 2008 - October 2008
Mercury Marketing and advertising July 2008 - August 2008
Fidelity Investments November 2005 - February 2008
Captains of Industry August 2003 - May 2004
Blue Cross of MA February 2002 - December 2002
Digitas (formerly Bronner Slosberg Humphrey) 1990 - 2001
Digitas (Bronner/Slosber/Humphrey) 1990 - 2001
Bronner, Slosberg, Humphrey 1900 - 2001
AD Direct/Ally Gargano 1986 - 1990
Bozell 1984 - 1986
Skills
Direct Mail, Direct Marketing, Marketing, Print Production Process, Collateral Production, Integrated Marketing, Graphic Design, Creative Strategy, Digital Marketing, Database Marketing, Marketing Communications, Pre-press, Leadership, Creative Direction, Digital Strategy, Interactive Marketing, Project Management, Email Marketing, Online Advertising, Relationship Marketing, Advertising
Education
Hofstra University 1962 — 1973
BA + 30 graduate credits, European History
Alexandra Brody's Fidelity Investments Experience August 2007 - January 2008
Job Recruiting Manager at Robert Half International 6178244646 Alexandra.Brody@roberthalf.com
Industry Financial Services
Experience
Robert Half March 2012 - Present
Brown Brothers Harriman March 2010 - March 2012
Brown Brothers Harriman June 2008 - March 2010
Fidelity Investments August 2007 - January 2008
Fidelity Investments August 2005 - January 2006
Skills
Corporate Actions, Client Service, Lotus Notes, Customer Relations, Excel, Microsoft Office, Bloomberg, Outlook, Microsoft Excel, Financial Services, Recruiting, Account Reconciliation, Job Search, Auditing, Accounting, Securities, Mutual Funds, Customer Service, Banking, Equities, PowerPoint, Management, Portfolio Management, Financial Markets, Client Services, Human Resources, Investments, Interviews, Financial Analysis, Finance, Asset Management, Hedge Funds
Education
Hobart and William Smith Colleges 2004 — 2008
Sociology, Public Policy
Andover High School 2000 — 2004
Robert Half March 2012 - Present
Brown Brothers Harriman March 2010 - March 2012
Brown Brothers Harriman June 2008 - March 2010
Fidelity Investments August 2007 - January 2008
Fidelity Investments August 2005 - January 2006
Skills
Corporate Actions, Client Service, Lotus Notes, Customer Relations, Excel, Microsoft Office, Bloomberg, Outlook, Microsoft Excel, Financial Services, Recruiting, Account Reconciliation, Job Search, Auditing, Accounting, Securities, Mutual Funds, Customer Service, Banking, Equities, PowerPoint, Management, Portfolio Management, Financial Markets, Client Services, Human Resources, Investments, Interviews, Financial Analysis, Finance, Asset Management, Hedge Funds
Education
Hobart and William Smith Colleges 2004 — 2008
Sociology, Public Policy
Andover High School 2000 — 2004
Mark Valentine Mark Valentine's Fidelity Investments Experience 1997 - 2002
Job VP Defined Benefit Sales & Business Development at Transamerica Retirement Solutions
Industry Investment Management
Experience
Transamerica Retirement Solutions September 2014 - Present
BB&T May 2012 - September 2014
Fifth Third Bank January 2010 - March 2012
Charles Schwab Corporate Services June 2005 - May 2009
Merrill Lynch March 2005 - June 2005
HSBC 2002 - 2005
Fidelity Investments 1997 - 2002
Skills
Pensions, 401k, Public Sector, Defined Benefit, Product Development, Product Management, Consultant Relations, Investment Advisor..., Direct Sales, Sales Management, Cross-functional Team..., Foundation/Endowments, Launching Of New..., Series 65, Retirement, Selling, Wealth Management, Investment Advisory, Investment Strategies, Investments, Investment Management, Fixed Income, Equities, Strategic Financial..., CRM, Competitive Analysis, Financial Services, Retirement Planning, Relationship Management, Financial Advisory, Strategy, Mergers & Acquisitions, Defined Contribution, Series 63, FINRA, Asset Allocation, Securities, Series 6, Alternative Investments, Asset Management, Business Development, Business Planning, Portfolio Management, Retirement Plan..., Sales, Pension Administration
Education
Hobart and William Smith Colleges
BA, Economics
St. Bernard High School - Uncasville, CT
Transamerica Retirement Solutions September 2014 - Present
BB&T May 2012 - September 2014
Fifth Third Bank January 2010 - March 2012
Charles Schwab Corporate Services June 2005 - May 2009
Merrill Lynch March 2005 - June 2005
HSBC 2002 - 2005
Fidelity Investments 1997 - 2002
Skills
Pensions, 401k, Public Sector, Defined Benefit, Product Development, Product Management, Consultant Relations, Investment Advisor..., Direct Sales, Sales Management, Cross-functional Team..., Foundation/Endowments, Launching Of New..., Series 65, Retirement, Selling, Wealth Management, Investment Advisory, Investment Strategies, Investments, Investment Management, Fixed Income, Equities, Strategic Financial..., CRM, Competitive Analysis, Financial Services, Retirement Planning, Relationship Management, Financial Advisory, Strategy, Mergers & Acquisitions, Defined Contribution, Series 63, FINRA, Asset Allocation, Securities, Series 6, Alternative Investments, Asset Management, Business Development, Business Planning, Portfolio Management, Retirement Plan..., Sales, Pension Administration
Education
Hobart and William Smith Colleges
BA, Economics
St. Bernard High School - Uncasville, CT
Tana Guiteau Tana Guiteau's Fidelity Investments Experience August 2007 - August 2013
Job Senior Benefits Specialist at Comcast/NBCU
Industry Financial Services
Experience
Comcast September 2014 - Present
Towers Watson April 2014 - September 2014
Fidelity Investments August 2007 - August 2013
Tiffany and Company 2007 - 2007
Merck 2006 - 2007
Oppenheimer & Co. 2005 - 2006
Buck Consultants 2000 - 2005
Skills
Employee Benefits, Defined Benefit, Pensions, Retirement, 401k, Time Management, Benefits Administration, ERISA, Process Improvement, Vendor Management, SDLC, HRIS, Defined Contribution, Human Resources, Retirement Planning, Management, Employee Relations, Analysis, Deferred Compensation, Insurance, Mergers, Software Documentation
Education
Hofstra University 1992 — 1996
Bachelor of Arts (B.A.), Chemistry
Comcast September 2014 - Present
Towers Watson April 2014 - September 2014
Fidelity Investments August 2007 - August 2013
Tiffany and Company 2007 - 2007
Merck 2006 - 2007
Oppenheimer & Co. 2005 - 2006
Buck Consultants 2000 - 2005
Skills
Employee Benefits, Defined Benefit, Pensions, Retirement, 401k, Time Management, Benefits Administration, ERISA, Process Improvement, Vendor Management, SDLC, HRIS, Defined Contribution, Human Resources, Retirement Planning, Management, Employee Relations, Analysis, Deferred Compensation, Insurance, Mergers, Software Documentation
Education
Hofstra University 1992 — 1996
Bachelor of Arts (B.A.), Chemistry
Emma Shuck Emma Shuck's Fidelity Investments Experience May 2008 - August 2008
Job BPO Change & Communication at Pentland Brands
Industry Apparel & Fashion
Experience
Elite Daily June 2015 - Present
Pentland Brands January 2015 - Present
Converse February 2014 - January 2015
Puma July 2012 - December 2012
Nautica February 2012 - June 2012
Nautica July 2011 - December 2011
MFS Investment Management July 2010 - December 2010
Nathana Josephs Public Relations January 2009 - May 2009
Fidelity Investments May 2008 - August 2008
Skills
Social Media, Press Releases, Adobe Photoshop, Writing, InDesign, Public Relations, YouTube, Marketing, Financial Services, Microsoft Excel, Microsoft Office, WordPress, Spotify, Storination, Technical Writing, Creative Writing, Blogging, Hootsuite, Instagram, Twitter, Pinterest, Cision, Google Analytics, Copy Editing, Microsoft Project
Education
Harvard University 2013 — 2013
Creative Writing Graduate Course
Northeastern University 2009 — 2013
Bachelor of Arts (BA), Journalism, Magna Cum Laude
Hofstra University 2008 — 2009
Elite Daily June 2015 - Present
Pentland Brands January 2015 - Present
Converse February 2014 - January 2015
Puma July 2012 - December 2012
Nautica February 2012 - June 2012
Nautica July 2011 - December 2011
MFS Investment Management July 2010 - December 2010
Nathana Josephs Public Relations January 2009 - May 2009
Fidelity Investments May 2008 - August 2008
Skills
Social Media, Press Releases, Adobe Photoshop, Writing, InDesign, Public Relations, YouTube, Marketing, Financial Services, Microsoft Excel, Microsoft Office, WordPress, Spotify, Storination, Technical Writing, Creative Writing, Blogging, Hootsuite, Instagram, Twitter, Pinterest, Cision, Google Analytics, Copy Editing, Microsoft Project
Education
Harvard University 2013 — 2013
Creative Writing Graduate Course
Northeastern University 2009 — 2013
Bachelor of Arts (BA), Journalism, Magna Cum Laude
Hofstra University 2008 — 2009
Chad Costello Chad Costello's Fidelity Investments Experience June 1995 - August 2002
Job InHouse Counsel at Spredfast
Industry Legal Services
Experience
Spredfast January 2014 - Present
Dachis Group August 2010 - January 2014
Private Practice April 2009 - August 2010
AlterPoint October 2006 - March 2009
Hays & Owens November 2005 - October 2006
Fidelity Investments June 1995 - August 2002
Skills
Contract Negotiation, Mergers, Start-ups, Negotiation, SaaS, Business Development, Venture Financing, Employment Law, Licensing, Mergers & Acquisitions, New Business Development, Enterprise Software, Commercial Litigation, Management, Strategy
Education
The University of Texas School of Law 2002 — 2005
JD, Law
Southern Methodist University - Cox School of Business 1997 — 2000
MBA, Business
Hillsdale College 1990 — 1994
B.A., Economics
Spredfast January 2014 - Present
Dachis Group August 2010 - January 2014
Private Practice April 2009 - August 2010
AlterPoint October 2006 - March 2009
Hays & Owens November 2005 - October 2006
Fidelity Investments June 1995 - August 2002
Skills
Contract Negotiation, Mergers, Start-ups, Negotiation, SaaS, Business Development, Venture Financing, Employment Law, Licensing, Mergers & Acquisitions, New Business Development, Enterprise Software, Commercial Litigation, Management, Strategy
Education
The University of Texas School of Law 2002 — 2005
JD, Law
Southern Methodist University - Cox School of Business 1997 — 2000
MBA, Business
Hillsdale College 1990 — 1994
B.A., Economics
Brenda Wittrock's Fidelity Investments Experience May 2015 - Present
Job Staffing Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Verisight, Inc November 2014 - April 2015
Ascensus September 2008 - November 2014
Fidelity Investments August 2006 - June 2008
Lifetouch Publishing December 2003 - August 2006
Kforce Professional Staffing November 1997 - December 2003
Gibson Greetings August 1993 - November 1997
Omnicare, Inc. October 1990 - August 1993
Skills
Applicant Tracking..., Payroll, Financial Services, Interviews, Sourcing, Employee Benefits, Screening, Staffing Services, Consulting, Training, Human Resources, Succession Planning, Recruiting, Personnel Management, Cold Calling, HR Policies, Strategy, Onboarding, Temporary Placement, Executive Search, Workforce Planning, Talent Acquisition, Process Improvement, Resume Writing, Relationship Management, Management, Performance Management, Technical Recruiting, SDLC, Sales, College Recruiting, Hiring, Networking, Benefits Administration, HRIS, Customer Service, Talent Management, Vendor Management, Contract Recruitment, CRM, Internet Recruiting, Employee Engagement, Leadership, 401k, New Hire Orientations, Screening Resumes, Building Relationships, Employee Relations, Marketing, Account Management
Education
Holy Family University 2010 — 2013
Masters in Human Resources, Human Resources
University of Cincinnati College of Business 1985 — 2000
BBA, Accounting
Fidelity Investments May 2015 - Present
Verisight, Inc November 2014 - April 2015
Ascensus September 2008 - November 2014
Fidelity Investments August 2006 - June 2008
Lifetouch Publishing December 2003 - August 2006
Kforce Professional Staffing November 1997 - December 2003
Gibson Greetings August 1993 - November 1997
Omnicare, Inc. October 1990 - August 1993
Skills
Applicant Tracking..., Payroll, Financial Services, Interviews, Sourcing, Employee Benefits, Screening, Staffing Services, Consulting, Training, Human Resources, Succession Planning, Recruiting, Personnel Management, Cold Calling, HR Policies, Strategy, Onboarding, Temporary Placement, Executive Search, Workforce Planning, Talent Acquisition, Process Improvement, Resume Writing, Relationship Management, Management, Performance Management, Technical Recruiting, SDLC, Sales, College Recruiting, Hiring, Networking, Benefits Administration, HRIS, Customer Service, Talent Management, Vendor Management, Contract Recruitment, CRM, Internet Recruiting, Employee Engagement, Leadership, 401k, New Hire Orientations, Screening Resumes, Building Relationships, Employee Relations, Marketing, Account Management
Education
Holy Family University 2010 — 2013
Masters in Human Resources, Human Resources
University of Cincinnati College of Business 1985 — 2000
BBA, Accounting
Marsha Oliver's Fidelity Investments Experience January 1989 - June 1992
Job Pricebook Software Analyst at PDI Software
Industry Computer Software
Experience
PDI Software August 2009 - Present
PDI Software October 2002 - Present
Izzy+ January 1994 - September 2002
Fidelity Investments January 1989 - June 1992
Skills
Process Improvement, Microsoft Office, Troubleshooting, Databases, Integration, Management, Microsoft SQL Server, Pricebook, Inventory Management, Windows, Access, SQL, Budgets, Strategic Planning
Education
Houston Community College 1986 — 1987
Accounting
PDI Software August 2009 - Present
PDI Software October 2002 - Present
Izzy+ January 1994 - September 2002
Fidelity Investments January 1989 - June 1992
Skills
Process Improvement, Microsoft Office, Troubleshooting, Databases, Integration, Management, Microsoft SQL Server, Pricebook, Inventory Management, Windows, Access, SQL, Budgets, Strategic Planning
Education
Houston Community College 1986 — 1987
Accounting
Jania Stout's Fidelity Investments Experience January 2005 - September 2008
Job Fiduciary Plan Advisors, Practice Leader, CoFounder
Industry Financial Services
Experience
Fiduciary Plan Advisors at HighTower August 2014 - Present
National Association of Plan Advisors March 2014 - Present
Girl Scouts of Central Maryland 2013 - Present
PSA Financial Center March 2009 - August 2014
Maryland SHRM State Council January 2011 - January 2014
CHRA 2011 - January 2013
CHRA May 2009 - May 2011
Lockton Companies September 2008 - March 2009
Fidelity Investments January 2005 - September 2008
ADP 1995 - 2005
Skills
Plan Design, ESOP, 401k, Defined Benefit, Retirement, Business Planning, Employee Benefits, Retirement Planning, Benefits Administration, Investments, Mutual Funds, ERISA, Pensions, Insurance, Disability Insurance, Plant Design, Health Insurance, Series 7, Deferred Compensation, Financial Services, Payroll, Selling, Leadership, Coaching, Wealth Management, Sales, Mergers & Acquisitions, Vendor Management, Human Resources, Life Insurance, HRIS, Marketing, Long-term Care, Succession Planning, Strategic Financial..., Asset Allocation, Executive Management, Workers Compensation
Education
Hofstra University 1989 — 1992
Bachelors
Dulaney 1987 — 1988
Edgewood 1984 — 1986
Fiduciary Plan Advisors at HighTower August 2014 - Present
National Association of Plan Advisors March 2014 - Present
Girl Scouts of Central Maryland 2013 - Present
PSA Financial Center March 2009 - August 2014
Maryland SHRM State Council January 2011 - January 2014
CHRA 2011 - January 2013
CHRA May 2009 - May 2011
Lockton Companies September 2008 - March 2009
Fidelity Investments January 2005 - September 2008
ADP 1995 - 2005
Skills
Plan Design, ESOP, 401k, Defined Benefit, Retirement, Business Planning, Employee Benefits, Retirement Planning, Benefits Administration, Investments, Mutual Funds, ERISA, Pensions, Insurance, Disability Insurance, Plant Design, Health Insurance, Series 7, Deferred Compensation, Financial Services, Payroll, Selling, Leadership, Coaching, Wealth Management, Sales, Mergers & Acquisitions, Vendor Management, Human Resources, Life Insurance, HRIS, Marketing, Long-term Care, Succession Planning, Strategic Financial..., Asset Allocation, Executive Management, Workers Compensation
Education
Hofstra University 1989 — 1992
Bachelors
Dulaney 1987 — 1988
Edgewood 1984 — 1986
Shayan Sayahi's Fidelity Investments Experience May 2014 - August 2014
Job Senior at Texas A&M University
Industry Computer Software
Experience
Rackspace, the #1 managed cloud company May 2015 - August 2015
Texas A&M University September 2014 - May 2015
Fidelity Investments May 2014 - August 2014
Parasol Laboratory September 2013 - November 2013
Electrical and Computer Engineering Department September 2011 - October 2012
Electrical and Computer Engineering Department September 2011 - December 2011
Skills
C++, Python, Java, HTML, JavaScript, Ruby, Ruby on Rails, AngularJS, jQuery, Bootstrap, Bash, Agile Methodologies, Scrum, Kanban, Git, SVN, C, Test Driven Development, RESTful architecture, Unix, Eclipse, Sublime, Programming, Algorithms, Continuous Delivery, Continuous Integration, Computer Science, Artificial Intelligence, Software Engineering, Verilog, Machine Learning, Teamwork, Software Development, Simulations, Operating Systems, Computer Vision, Object Oriented Design, Subversion
Education
Texas A&M University 2013 — 2015
Computer Science major, Math minor, 4.0 (in major)
Houston Community College 2013 — 2013
University of Tehran 2010 — 2012
Computer Software Engineering
Rackspace, the #1 managed cloud company May 2015 - August 2015
Texas A&M University September 2014 - May 2015
Fidelity Investments May 2014 - August 2014
Parasol Laboratory September 2013 - November 2013
Electrical and Computer Engineering Department September 2011 - October 2012
Electrical and Computer Engineering Department September 2011 - December 2011
Skills
C++, Python, Java, HTML, JavaScript, Ruby, Ruby on Rails, AngularJS, jQuery, Bootstrap, Bash, Agile Methodologies, Scrum, Kanban, Git, SVN, C, Test Driven Development, RESTful architecture, Unix, Eclipse, Sublime, Programming, Algorithms, Continuous Delivery, Continuous Integration, Computer Science, Artificial Intelligence, Software Engineering, Verilog, Machine Learning, Teamwork, Software Development, Simulations, Operating Systems, Computer Vision, Object Oriented Design, Subversion
Education
Texas A&M University 2013 — 2015
Computer Science major, Math minor, 4.0 (in major)
Houston Community College 2013 — 2013
University of Tehran 2010 — 2012
Computer Software Engineering
Jordan Peplinski Jordan Peplinski's Fidelity Investments Experience January 2013 - November 2013
Job Director, Sales at Cedar Capital
Industry Financial Services
Experience
Cedar Capital March 2015 - Present
Cedar Capital November 2013 - March 2015
Fidelity Investments January 2013 - November 2013
Skills
Microsoft Office, Customer Service, Series 7, Series 63, Series 66, Investments, Mutual Funds, ETFs, Asset Management, Asset Allocation, Alternative Investments, Fixed Income, Equities, Portfolio Management, Options
Education
University of California, San Diego 2010 — 2012
Bachelor’s Degree, Economics
Santa Barbara City College 2008 — 2010
Business Administration and Management, General
Hope College 2007 — 2008
Business Administration and Management, General
Cedar Capital March 2015 - Present
Cedar Capital November 2013 - March 2015
Fidelity Investments January 2013 - November 2013
Skills
Microsoft Office, Customer Service, Series 7, Series 63, Series 66, Investments, Mutual Funds, ETFs, Asset Management, Asset Allocation, Alternative Investments, Fixed Income, Equities, Portfolio Management, Options
Education
University of California, San Diego 2010 — 2012
Bachelor’s Degree, Economics
Santa Barbara City College 2008 — 2010
Business Administration and Management, General
Hope College 2007 — 2008
Business Administration and Management, General
Sean Toohey Sean Toohey's Fidelity Investments Experience March 1993 - July 1999
Job Mortgage Loan Officer at Talon Loans
Industry Financial Services
Experience
Talon Loans January 2001 - Present
self employed 1984 - 2014
American Express June 1999 - August 2001
Fidelity Investments March 1993 - July 1999
Zion's First National Bank November 1991 - June 1996
Skills
Mortgage Lending, Credit, Loans, Refinance, Loan Origination, FHA, Credit Analysis, VA loans, Investments, Strategic Financial..., Finance, Mortgage Banking, Banking, Residential Mortgages, USDA, Financial Analysis, Underwriting, Direct Sales, Sales Management, Marketing Strategy, Product Marketing, Legal Compliance, Mutual Funds, Real Estate, Financial Advisory, Retirement, Reverse Mortgages, Customer Relations, Time Management, First Time Home Buyers, Snowmobile, Home Improvement, Music, Comm, Marketing Communications, commmunity organization
Education
University of Utah 1991 — 1994
chemistry
Highland Community College 1985 — 1989
Associate's Degree, Pre Medicine, A average
Talon Loans January 2001 - Present
self employed 1984 - 2014
American Express June 1999 - August 2001
Fidelity Investments March 1993 - July 1999
Zion's First National Bank November 1991 - June 1996
Skills
Mortgage Lending, Credit, Loans, Refinance, Loan Origination, FHA, Credit Analysis, VA loans, Investments, Strategic Financial..., Finance, Mortgage Banking, Banking, Residential Mortgages, USDA, Financial Analysis, Underwriting, Direct Sales, Sales Management, Marketing Strategy, Product Marketing, Legal Compliance, Mutual Funds, Real Estate, Financial Advisory, Retirement, Reverse Mortgages, Customer Relations, Time Management, First Time Home Buyers, Snowmobile, Home Improvement, Music, Comm, Marketing Communications, commmunity organization
Education
University of Utah 1991 — 1994
chemistry
Highland Community College 1985 — 1989
Associate's Degree, Pre Medicine, A average
Leah Musacchio Leah Musacchio's Fidelity Investments Experience August 1999 - July 2001
Job Revenue Manager at Wyndham Vacation Rentals
Industry Hospitality
Experience
Wyndham Vacation Rentals September 2013 - Present
Holiday Inn Club Vacations at Orange Lake Resort January 2009 - September 2013
Dealagio.com January 2010 - September 2011
Wyndham Vacation Ownership June 2007 - December 2008
Wyndham Vacation Ownership November 2005 - June 2007
Tourico Holidays September 2002 - December 2003
Hewitt Associates September 2001 - July 2002
Fidelity Investments August 1999 - July 2001
Skills
Inventory Management, Revenue Analysis, Accounting, Revenue Management, Reconciliation, New Business Development, Pricing Strategy, Problem Solving, Client Relationship..., Yield Management, Sales Support, Efficiency Improvement, Hospitality, Forecasting, Management, Sales Operations, Leadership, Performance Improvement, Sales, Strategy, CRM, Strategic Planning, Account Reconciliation, Resorts, Hospitality Industry, Rooms Division, Hospitality Management, Marketing, Hotels
Education
Hobart and William Smith Colleges 1995 — 1999
Bachelor of Arts (BA), Economics
Northfield Mount Hermon
Wyndham Vacation Rentals September 2013 - Present
Holiday Inn Club Vacations at Orange Lake Resort January 2009 - September 2013
Dealagio.com January 2010 - September 2011
Wyndham Vacation Ownership June 2007 - December 2008
Wyndham Vacation Ownership November 2005 - June 2007
Tourico Holidays September 2002 - December 2003
Hewitt Associates September 2001 - July 2002
Fidelity Investments August 1999 - July 2001
Skills
Inventory Management, Revenue Analysis, Accounting, Revenue Management, Reconciliation, New Business Development, Pricing Strategy, Problem Solving, Client Relationship..., Yield Management, Sales Support, Efficiency Improvement, Hospitality, Forecasting, Management, Sales Operations, Leadership, Performance Improvement, Sales, Strategy, CRM, Strategic Planning, Account Reconciliation, Resorts, Hospitality Industry, Rooms Division, Hospitality Management, Marketing, Hotels
Education
Hobart and William Smith Colleges 1995 — 1999
Bachelor of Arts (BA), Economics
Northfield Mount Hermon
Courtney Leous Courtney Leous's Fidelity Investments Experience August 2014 - Present
Job Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments July 2013 - August 2014
Fidelity Investments June 2012 - August 2012
Nottingham Advisors May 2011 - July 2011
Education
Hobart and William Smith Colleges 2009 — 2013
Bachelor of Arts, Environmental Studies and Economics
Nardin Academy 2005 — 2009
Fidelity Investments August 2014 - Present
Fidelity Investments July 2013 - August 2014
Fidelity Investments June 2012 - August 2012
Nottingham Advisors May 2011 - July 2011
Education
Hobart and William Smith Colleges 2009 — 2013
Bachelor of Arts, Environmental Studies and Economics
Nardin Academy 2005 — 2009
Edward Tateosian, CFA Edward Tateosian, CFA's Fidelity Investments Experience September 2014 - Present
Job Institutional Portfolio Manager, Global Asset Allocation at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2014 - Present
The Flatley Company June 2011 - June 2014
Wellington Management September 2010 - June 2011
Wellington Management February 2007 - September 2010
Wellington Management November 2001 - January 2007
Wellington Management May 1998 - November 2001
Wellington Management December 1996 - May 1998
State Street Bank July 1996 - November 1996
State Street Bank October 1995 - July 1996
Skills
Investments, Portfolio Management, Fixed Income, ABS, Structured Finance, Credit Analysis, Asset Allocation, Trading, Securities, Mutual Funds, Investment Strategies, Bonds, Risk Management, Financial Risk, Credit
Education
Hobart and William Smith Colleges 1991 — 1995
BA, Economics, Russian Area Studies
Association for Investment Management and Research 2001 — 2003
CFA, Investment Analysis and Portfolio Management
Fidelity Investments September 2014 - Present
The Flatley Company June 2011 - June 2014
Wellington Management September 2010 - June 2011
Wellington Management February 2007 - September 2010
Wellington Management November 2001 - January 2007
Wellington Management May 1998 - November 2001
Wellington Management December 1996 - May 1998
State Street Bank July 1996 - November 1996
State Street Bank October 1995 - July 1996
Skills
Investments, Portfolio Management, Fixed Income, ABS, Structured Finance, Credit Analysis, Asset Allocation, Trading, Securities, Mutual Funds, Investment Strategies, Bonds, Risk Management, Financial Risk, Credit
Education
Hobart and William Smith Colleges 1991 — 1995
BA, Economics, Russian Area Studies
Association for Investment Management and Research 2001 — 2003
CFA, Investment Analysis and Portfolio Management
Jack Huber Jack Huber's Fidelity Investments Experience March 2005 - March 2007
Job Global sales management, product management and new business development
Industry Financial Services
Experience
Deutsche Bank October 2014 - Present
Citi April 2010 - April 2014
Pershing, a BNY Mellon company April 2007 - March 2010
Fidelity Investments March 2005 - March 2007
ASTEC Consulting 2003 - 2005
IBLX May 2001 - February 2003
Deutsche Bank January 2000 - May 2001
Lehman Brothers 1986 - 2000
Salomon Brothers December 1978 - May 1986
Skills
Capital Markets, Equities, Securities, Hedge Funds, Derivatives, Asset Management, Alternative Investments, Investment Banking, Fixed Income, Portfolio Management, Series 63, Series 7, Bloomberg
Education
Hobart and William Smith Colleges 1974 — 1978
Bachelor of Arts (B.A.), Economics
Deutsche Bank October 2014 - Present
Citi April 2010 - April 2014
Pershing, a BNY Mellon company April 2007 - March 2010
Fidelity Investments March 2005 - March 2007
ASTEC Consulting 2003 - 2005
IBLX May 2001 - February 2003
Deutsche Bank January 2000 - May 2001
Lehman Brothers 1986 - 2000
Salomon Brothers December 1978 - May 1986
Skills
Capital Markets, Equities, Securities, Hedge Funds, Derivatives, Asset Management, Alternative Investments, Investment Banking, Fixed Income, Portfolio Management, Series 63, Series 7, Bloomberg
Education
Hobart and William Smith Colleges 1974 — 1978
Bachelor of Arts (B.A.), Economics
Shawn J. Houde's Fidelity Investments Experience July 2015 - Present
Job Senior Valuation Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments October 2013 - July 2015
Fidelity Investments April 2011 - October 2013
Central Hockey League June 2008 - February 2011
Geneva Business Improvement District September 2007 - December 2007
Janney Montgomery Scott, LLC June 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Analysis, Microsoft Word, Research, Windows, Economics, SAS, Data Analysis, Bloomberg, Equities, Securities, Financial Modeling, Financial Analysis, Valuation, Fixed Income, Investments, Microsoft Office, Business Analysis
Education
Hobart and William Smith Colleges 2004 — 2008
BA, Economics, Environmental Studies
Brewster Academy 2002 — 2004
Fidelity Investments July 2015 - Present
Fidelity Investments October 2013 - July 2015
Fidelity Investments April 2011 - October 2013
Central Hockey League June 2008 - February 2011
Geneva Business Improvement District September 2007 - December 2007
Janney Montgomery Scott, LLC June 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Analysis, Microsoft Word, Research, Windows, Economics, SAS, Data Analysis, Bloomberg, Equities, Securities, Financial Modeling, Financial Analysis, Valuation, Fixed Income, Investments, Microsoft Office, Business Analysis
Education
Hobart and William Smith Colleges 2004 — 2008
BA, Economics, Environmental Studies
Brewster Academy 2002 — 2004
Chris Kergaravat's Fidelity Investments Experience February 2011 - Present
Job Information Architect Consultant at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments February 2011 - Present
Hobbs Madison, Inc. February 2011 - Present
Staples March 2010 - February 2011
Simmons College September 2009 - December 2010
IBM/Software Group November 2004 - February 2009
Lotus/IBM June 1995 - October 2004
Lotus Development Corporation October 1991 - June 1995
Lotus Development Corporation April 1988 - October 1991
General Electric 1982 - 1988
General Electric 1977 - 1982
Skills
Information Architecture, User-centered Design, Interaction Design, User Research, User Experience, Visio, Adobe Fireworks, Usability Testing, Requirements Analysis, Software Development, SQL, Business Analysis, Agile Methodologies, JavaScript, HTML, Lotus Notes, Integration, Knowledge Management, Data Modeling, Project Management, Web Development, Heuristic Evaluation, IT Strategy, Solution Architecture, User Interface, Architecture, User Interface Design, Databases, Usability, Requirements Gathering, Wireframes, Web Applications, Software Design, Leadership, Usability Engineering, Systems Analysis, Human Computer..., Programming, User Experience Design, Application Architecture, Axure, Adobe Creative Suite, Architectures
Education
Northeastern University 1979 — 1981
MS, Chemistry
Hofstra University 1973 — 1977
BA, Chemistry
Fidelity Investments February 2011 - Present
Hobbs Madison, Inc. February 2011 - Present
Staples March 2010 - February 2011
Simmons College September 2009 - December 2010
IBM/Software Group November 2004 - February 2009
Lotus/IBM June 1995 - October 2004
Lotus Development Corporation October 1991 - June 1995
Lotus Development Corporation April 1988 - October 1991
General Electric 1982 - 1988
General Electric 1977 - 1982
Skills
Information Architecture, User-centered Design, Interaction Design, User Research, User Experience, Visio, Adobe Fireworks, Usability Testing, Requirements Analysis, Software Development, SQL, Business Analysis, Agile Methodologies, JavaScript, HTML, Lotus Notes, Integration, Knowledge Management, Data Modeling, Project Management, Web Development, Heuristic Evaluation, IT Strategy, Solution Architecture, User Interface, Architecture, User Interface Design, Databases, Usability, Requirements Gathering, Wireframes, Web Applications, Software Design, Leadership, Usability Engineering, Systems Analysis, Human Computer..., Programming, User Experience Design, Application Architecture, Axure, Adobe Creative Suite, Architectures
Education
Northeastern University 1979 — 1981
MS, Chemistry
Hofstra University 1973 — 1977
BA, Chemistry
Michelle Zundl's Fidelity Investments Experience January 2011 - Present
Job HR Manager for Veritude at Fidelity Investments
Industry Staffing and Recruiting
Experience
Fidelity Investments January 2011 - Present
Education
Suffolk University 2008 — 2009
Hofstra University 1995 — 1999
B.S.
Fidelity Investments January 2011 - Present
Education
Suffolk University 2008 — 2009
Hofstra University 1995 — 1999
B.S.
John Wildern's Fidelity Investments Experience January 2001 - September 2007
Job Partner & Managing Director at NorthCoast Asset Management
Industry Financial Services
Experience
NorthCoast Asset Management September 2007 - Present
Fidelity Investments January 2001 - September 2007
Skills
Business Strategy, Pricing Strategy, Asset Managment, Portfolio Management, Product Development, Hedge Funds, Alternative Investments, Financial Modeling, Executive Management, Team Leadership, Sales Growth, Marketing Strategy, Sales Management, Profitability..., Asset Management, Bloomberg, Equities, Investments, Investment Strategies, Equity Research, Asset Allocation, Investment Management
Education
Northwestern University - Kellogg School of Management 2005 — 2007
Master of Business Administration
University of Detroit Mercy 1999 — 2001
Master of Arts, Economics
Hillsdale College 1995 — 1999
Bachelor of Science, Finance and Economics
NorthCoast Asset Management September 2007 - Present
Fidelity Investments January 2001 - September 2007
Skills
Business Strategy, Pricing Strategy, Asset Managment, Portfolio Management, Product Development, Hedge Funds, Alternative Investments, Financial Modeling, Executive Management, Team Leadership, Sales Growth, Marketing Strategy, Sales Management, Profitability..., Asset Management, Bloomberg, Equities, Investments, Investment Strategies, Equity Research, Asset Allocation, Investment Management
Education
Northwestern University - Kellogg School of Management 2005 — 2007
Master of Business Administration
University of Detroit Mercy 1999 — 2001
Master of Arts, Economics
Hillsdale College 1995 — 1999
Bachelor of Science, Finance and Economics
Alix A. Desamours's Fidelity Investments Experience October 2006 - October 2008
Job Health Unit Coordinator at Baylor Health Care System
Industry Hospital & Health Care
Experience
Baylor Health Care System June 2009 - Present
Fidelity Investments October 2006 - October 2008
Edward Jones 2004 - 2006
Transamerica 1995 - 2004
Transamerica Real Estate Tax Service 1995 - 2004
Education
Hobart and William Smith Colleges 1987 — 1991
BA, Economics
Baylor Health Care System June 2009 - Present
Fidelity Investments October 2006 - October 2008
Edward Jones 2004 - 2006
Transamerica 1995 - 2004
Transamerica Real Estate Tax Service 1995 - 2004
Education
Hobart and William Smith Colleges 1987 — 1991
BA, Economics
Peter J. Ellsworth's Fidelity Investments Experience 1998 - 2000
Job QA Engineer at Retail Decisions
Industry Information Technology and Services
Experience
Retail Decisions November 2003 - Present
Matrix One 2000 - 2002
Fidelity Investments 1998 - 2000
Business Information Technology 1997 - 1998
St. Paul Companies 1994 - 1997
Skills
Software Quality..., SQL, Agile Methodologies, Payment Systems, Microsoft SQL Server, Testing, Linux, SDLC, Security, Software Project..., Payment Gateways, Integration, Solaris, SaaS, Payments, Virtualization, VMware, PCI DSS, Payment Card Processing, E-commerce, Unix, Accunetix(PA-DSS web..., Nessus(Network security..., GoldenGate, Apache and Tomcat web..., Microsoft SQL Server..., Oracle 10g and 11g..., Payment Processor...
Education
Hope College 1988 — 1992
Bachelor's Degree, International Studies/French
Watkinson School
Retail Decisions November 2003 - Present
Matrix One 2000 - 2002
Fidelity Investments 1998 - 2000
Business Information Technology 1997 - 1998
St. Paul Companies 1994 - 1997
Skills
Software Quality..., SQL, Agile Methodologies, Payment Systems, Microsoft SQL Server, Testing, Linux, SDLC, Security, Software Project..., Payment Gateways, Integration, Solaris, SaaS, Payments, Virtualization, VMware, PCI DSS, Payment Card Processing, E-commerce, Unix, Accunetix(PA-DSS web..., Nessus(Network security..., GoldenGate, Apache and Tomcat web..., Microsoft SQL Server..., Oracle 10g and 11g..., Payment Processor...
Education
Hope College 1988 — 1992
Bachelor's Degree, International Studies/French
Watkinson School
Andrew Hauck's Fidelity Investments Experience July 2005 - Present
Job Director, General Marketing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2005 - Present
Site Radius, Inc. January 2001 - March 2005
Education
Hobart and William Smith Colleges 1989 — 1992
Fidelity Investments July 2005 - Present
Site Radius, Inc. January 2001 - March 2005
Education
Hobart and William Smith Colleges 1989 — 1992
Thomas Short's Fidelity Investments Experience July 1997 - July 2000
Job Director US Debt Syndicate at Deutsche Bank Securities
Industry Banking
Experience
Deutsche Bank July 2000 - Present
Deutsche Bank October 2004 - July 2010
Deutsche Bank July 2001 - September 2004
Fidelity Investments July 1997 - July 2000
Skills
Capital Markets, Fixed Income, Bloomberg, Corporate Finance, Valuation, Financial Analysis, Financial Markets, Securities, Bonds, Series 7
Education
Hofstra University 1993 — 1997
Bachelor of Arts (BA), Banking, Corporate, Finance, and Securities Law
Deutsche Bank July 2000 - Present
Deutsche Bank October 2004 - July 2010
Deutsche Bank July 2001 - September 2004
Fidelity Investments July 1997 - July 2000
Skills
Capital Markets, Fixed Income, Bloomberg, Corporate Finance, Valuation, Financial Analysis, Financial Markets, Securities, Bonds, Series 7
Education
Hofstra University 1993 — 1997
Bachelor of Arts (BA), Banking, Corporate, Finance, and Securities Law
Jackie Halle's Fidelity Investments Experience October 2000 - August 2002
Job Software Developer at CUSTOMS Info | Global Data Mining
Industry Computer Software
Experience
CUSTOMS Info Global Data Mining May 2012 - Present
Mercury Payment Systems January 2006 - December 2007
Investors Bank & Trust September 2004 - March 2005
Wellington Management February 2004 - September 2004
Fidelity Investments October 2000 - August 2002
John Hancock Life Insurance Company (U.S.A.) October 1998 - October 2000
Johnson & Johnson July 1997 - October 1998
Skills
OOP, C#, ASP.NET, VB.NET, Visual Studio, .NET, XML, Perl, HTML, T-SQL, PL/SQL, Visual C++, JavaScript, VBScript, Unix Shell Scripting, Ultrix, Linux, MS Reporting Services, SSIS, Erwin, S-Designer, Rational Suite, Oracle Financial, Crystal Reports, Toad Data Modeler, PVCS, Microsoft SQL Server, Sybase, Sybase SQL Anywhere, Oracle Enterprise..., PB, Lisp, DCL, Assembly Language, WinBatch, Stored Procedures, Database Triggers, Batch Programming, ASP
Education
Hiram College 1991 — 1995
Bachelor of Arts (B.A.), Computer Science
CUSTOMS Info Global Data Mining May 2012 - Present
Mercury Payment Systems January 2006 - December 2007
Investors Bank & Trust September 2004 - March 2005
Wellington Management February 2004 - September 2004
Fidelity Investments October 2000 - August 2002
John Hancock Life Insurance Company (U.S.A.) October 1998 - October 2000
Johnson & Johnson July 1997 - October 1998
Skills
OOP, C#, ASP.NET, VB.NET, Visual Studio, .NET, XML, Perl, HTML, T-SQL, PL/SQL, Visual C++, JavaScript, VBScript, Unix Shell Scripting, Ultrix, Linux, MS Reporting Services, SSIS, Erwin, S-Designer, Rational Suite, Oracle Financial, Crystal Reports, Toad Data Modeler, PVCS, Microsoft SQL Server, Sybase, Sybase SQL Anywhere, Oracle Enterprise..., PB, Lisp, DCL, Assembly Language, WinBatch, Stored Procedures, Database Triggers, Batch Programming, ASP
Education
Hiram College 1991 — 1995
Bachelor of Arts (B.A.), Computer Science
Ian Knauer's Fidelity Investments Experience May 1999 - September 2000
Job Host at PBS/ CreateTV
Industry Publishing
Experience
The Farm Cooking School April 2014 - Present
PBS April 2014 - Present
Kitchen Eats October 2003 - Present
Houghton Mifflin Harcourt April 2012 - April 2012
Conde Nast March 2001 - 2009
Gourmet Magazine 2001 - 2009
Fidelity Investments May 1999 - September 2000
Skills
Food Writing, Catering, Writing, Food, Recipes, Editorial, Magazines, Web Content, Blogging, Publishing, Copy Editing, Event Planning, Event Management, Publications, Journalism, Content Management
Education
Chopsticks Cookery School 2008 — 2008
N/A, Continuing Education/Professional Studies
Sazon Culinary School 2007 — 2007
N/A, Mexican Regional Cuisine/Professional Studies
Bertinet Kitchen 2006 — 2006
N/A, Baking/Professional Studies
Culinary Institute of America at Greystone 2005 — 2005
N/A, Continuing Education/Professional Studies
The Culinary Institute of America 2004 — 2004
N/A, Continuing Education/Professional Studies
Hofstra University 1995 — 1999
BBA, International Business
The Farm Cooking School April 2014 - Present
PBS April 2014 - Present
Kitchen Eats October 2003 - Present
Houghton Mifflin Harcourt April 2012 - April 2012
Conde Nast March 2001 - 2009
Gourmet Magazine 2001 - 2009
Fidelity Investments May 1999 - September 2000
Skills
Food Writing, Catering, Writing, Food, Recipes, Editorial, Magazines, Web Content, Blogging, Publishing, Copy Editing, Event Planning, Event Management, Publications, Journalism, Content Management
Education
Chopsticks Cookery School 2008 — 2008
N/A, Continuing Education/Professional Studies
Sazon Culinary School 2007 — 2007
N/A, Mexican Regional Cuisine/Professional Studies
Bertinet Kitchen 2006 — 2006
N/A, Baking/Professional Studies
Culinary Institute of America at Greystone 2005 — 2005
N/A, Continuing Education/Professional Studies
The Culinary Institute of America 2004 — 2004
N/A, Continuing Education/Professional Studies
Hofstra University 1995 — 1999
BBA, International Business
Lisa Gray's Fidelity Investments Experience September 2010 - Present
Job Senior Executive Assistant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2010 - Present
Independence Investments LLC 2003 - 2009
Education
Hofstra University 1984 — 1988
BA, Economic History
Fidelity Investments September 2010 - Present
Independence Investments LLC 2003 - 2009
Education
Hofstra University 1984 — 1988
BA, Economic History
Andrew Cohen, RPA's Fidelity Investments Experience April 2007 - January 2010
Job Client Services Manager at Xerox
Industry Human Resources
Experience
Xerox February 2013 - Present
Mercy Health (formerly Catholic Health Partners) February 2010 - February 2013
Fidelity Investments April 2007 - January 2010
PricewaterhouseCoopers March 1999 - September 2005
PBGC February 1995 - March 1999
Pension Benefit Guaranty Corp (Office Specialists Contractor) October 1993 - February 1995
Skills
Defined Benefit, Pensions, Actuarial Science, Employee Benefits, Pension Administration, Collaborative Problem..., ERISA, Retirement, Access, Mergers, 401k, Defined Contribution, Cash Balance, 403(b), Church Plans, 457(b), Outsourced HR Services, Data Integrity, Governance, Goal Oriented, Problem Solving, Vendor Relationships, Microsoft Excel, Vendor Management, Logic, Manage Complex Projects, Making the Complex..., Looking At the Big..., Fast Learner, Non-profits, Nondiscrimination..., Human Resources, Hospitals, Centralization, Customer Service, Customer Engagement, Nonprofits, Mergers & Acquisitions, Benefits Administration, Leadership
Education
University of Maryland Baltimore County 1987 — 1990
BA, Economics
Howard Community College 1985 — 1987
Oakland Mills High School 1981 — 1985
Xerox February 2013 - Present
Mercy Health (formerly Catholic Health Partners) February 2010 - February 2013
Fidelity Investments April 2007 - January 2010
PricewaterhouseCoopers March 1999 - September 2005
PBGC February 1995 - March 1999
Pension Benefit Guaranty Corp (Office Specialists Contractor) October 1993 - February 1995
Skills
Defined Benefit, Pensions, Actuarial Science, Employee Benefits, Pension Administration, Collaborative Problem..., ERISA, Retirement, Access, Mergers, 401k, Defined Contribution, Cash Balance, 403(b), Church Plans, 457(b), Outsourced HR Services, Data Integrity, Governance, Goal Oriented, Problem Solving, Vendor Relationships, Microsoft Excel, Vendor Management, Logic, Manage Complex Projects, Making the Complex..., Looking At the Big..., Fast Learner, Non-profits, Nondiscrimination..., Human Resources, Hospitals, Centralization, Customer Service, Customer Engagement, Nonprofits, Mergers & Acquisitions, Benefits Administration, Leadership
Education
University of Maryland Baltimore County 1987 — 1990
BA, Economics
Howard Community College 1985 — 1987
Oakland Mills High School 1981 — 1985
John Walzer's Fidelity Investments Experience August 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments October 2013 - August 2015
ITG September 2012 - July 2013
Guggenheim Partners March 2010 - January 2012
Pali Capital 2007 - 2010
RBC 2003 - 2007
SG Cowen November 2000 - October 2002
Herzog Heine and Geduld 1996 - 2001
Herzog, Heine, Geduld, Inc. (Merrill Lynch) 1996 - 2000
Skills
Equities, Capital Markets, Series 7, Bloomberg, Trading, Series 63, Hedge Funds, Equity Trading, Trading Systems, Investments, Electronic Trading, Securities, Fixed Income, Equity Research, ETFs, Asset Management, FINRA, Alternative Investments, Options, Business Strategy, Financial Analysis, Derivatives, Investment Banking, Equity Derivatives, Series 24, Proprietary Trading, Valuation, Business Communications, LinkedIn, Hold Series 7, Series 65, Retirement Planning, series 55
Education
Hobart and William Smith Colleges 1985 — 1990
Bachelor of Arts (BA)
Fordham Prep 1981 — 1985
Fidelity Investments August 2015 - Present
Fidelity Investments October 2013 - August 2015
ITG September 2012 - July 2013
Guggenheim Partners March 2010 - January 2012
Pali Capital 2007 - 2010
RBC 2003 - 2007
SG Cowen November 2000 - October 2002
Herzog Heine and Geduld 1996 - 2001
Herzog, Heine, Geduld, Inc. (Merrill Lynch) 1996 - 2000
Skills
Equities, Capital Markets, Series 7, Bloomberg, Trading, Series 63, Hedge Funds, Equity Trading, Trading Systems, Investments, Electronic Trading, Securities, Fixed Income, Equity Research, ETFs, Asset Management, FINRA, Alternative Investments, Options, Business Strategy, Financial Analysis, Derivatives, Investment Banking, Equity Derivatives, Series 24, Proprietary Trading, Valuation, Business Communications, LinkedIn, Hold Series 7, Series 65, Retirement Planning, series 55
Education
Hobart and William Smith Colleges 1985 — 1990
Bachelor of Arts (BA)
Fordham Prep 1981 — 1985
Kim Sparling Clauson's Fidelity Investments Experience February 2005 - March 2006
Job IT Project Lead at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance March 2009 - Present
Choicelinx March 2006 - October 2008
CIGNA Healthcare (Choicelinx Corp.) 2006 - 2008
Fidelity Investments February 2005 - March 2006
GE Healthcare February 2002 - February 2005
Datex-Ohmeda, A division of Instrumentarium USA (Now part of GE Healthcare) 2002 - 2005
Skills
Customer Relations, Problem Solving, SAS EG, Business Process..., Application Upgrades, Analysis, Business Analysis, Customer Service, Data Analysis, Employee Benefits, Leadership, Requirements Analysis, SAS, Software Documentation
Education
Hood College 1983 — 1987
B.A., Management
Hopedale Jr Sr High School
Liberty Mutual Insurance March 2009 - Present
Choicelinx March 2006 - October 2008
CIGNA Healthcare (Choicelinx Corp.) 2006 - 2008
Fidelity Investments February 2005 - March 2006
GE Healthcare February 2002 - February 2005
Datex-Ohmeda, A division of Instrumentarium USA (Now part of GE Healthcare) 2002 - 2005
Skills
Customer Relations, Problem Solving, SAS EG, Business Process..., Application Upgrades, Analysis, Business Analysis, Customer Service, Data Analysis, Employee Benefits, Leadership, Requirements Analysis, SAS, Software Documentation
Education
Hood College 1983 — 1987
B.A., Management
Hopedale Jr Sr High School
Richard Feingold's Fidelity Investments Experience 1996 - 1998
Job Cofounder and business manager Creative Health Solutions LLC
Industry Medical Practice
Experience
Creative Health Solutions LLC January 2008 - Present
DBSA Falls Church 2007 - Present
SiloSmashers May 2005 - December 2009
Mellon Financial 1998 - 2002
Fidelity Investments 1996 - 1998
Skills
Program Management, Management Consulting, Change Management, Business Analysis, Process Improvement, Project Management, Network Security, Business Process..., Analysis, Vendor Management, Information Assurance, Business Strategy, Enterprise Architecture, Information Technology, Project Planning, Training, Team Leadership, Strategy, Pediatrics, Business Process, Healthcare, Therapists, Leadership, PMO, Start-ups, Integration, Project Portfolio..., Organizational..., Management, Business Development, Executive Management, Cross-functional Team..., Entrepreneurship, Leadership Development, CRM, Business Planning, Proposal Writing, Strategic Planning, IT Strategy
Education
University of Pittsburgh 1970 — 1983
Master of Arts (MA), Mathematics
Hofstra University 1965 — 1967
Bachelor of Arts (BA), Mathematics
Creative Health Solutions LLC January 2008 - Present
DBSA Falls Church 2007 - Present
SiloSmashers May 2005 - December 2009
Mellon Financial 1998 - 2002
Fidelity Investments 1996 - 1998
Skills
Program Management, Management Consulting, Change Management, Business Analysis, Process Improvement, Project Management, Network Security, Business Process..., Analysis, Vendor Management, Information Assurance, Business Strategy, Enterprise Architecture, Information Technology, Project Planning, Training, Team Leadership, Strategy, Pediatrics, Business Process, Healthcare, Therapists, Leadership, PMO, Start-ups, Integration, Project Portfolio..., Organizational..., Management, Business Development, Executive Management, Cross-functional Team..., Entrepreneurship, Leadership Development, CRM, Business Planning, Proposal Writing, Strategic Planning, IT Strategy
Education
University of Pittsburgh 1970 — 1983
Master of Arts (MA), Mathematics
Hofstra University 1965 — 1967
Bachelor of Arts (BA), Mathematics
Allan Rothberg's Fidelity Investments Experience September 2005 - Present
Job Actuarial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2005 - Present
The Ross Companies 2000 - 2003
Skills
Defined Benefit, Actuarial Science, Pension Administration, Pensions, Retirement Plan..., Actuarial Consulting, Retirement, ERISA, Actuaries, Pension Funds, 401k, Employee Benefits, Qualified Retirement..., Asset Allocation, Retirement Planning, Analysis, Process Improvement, Requirements Gathering, Benefits Administration, Valuation, Relationship Management, Financial Services, ALM, Business Analysis, Manage Client..., Executive Pay, User Acceptance Testing, Business Requirements, Requirements Analysis, Governance
Education
Hofstra University 1976 — 1981
BS, Chem, Math, English
Fidelity Investments September 2005 - Present
The Ross Companies 2000 - 2003
Skills
Defined Benefit, Actuarial Science, Pension Administration, Pensions, Retirement Plan..., Actuarial Consulting, Retirement, ERISA, Actuaries, Pension Funds, 401k, Employee Benefits, Qualified Retirement..., Asset Allocation, Retirement Planning, Analysis, Process Improvement, Requirements Gathering, Benefits Administration, Valuation, Relationship Management, Financial Services, ALM, Business Analysis, Manage Client..., Executive Pay, User Acceptance Testing, Business Requirements, Requirements Analysis, Governance
Education
Hofstra University 1976 — 1981
BS, Chem, Math, English
Steve Sivillo's Fidelity Investments Experience 2004 - 2005
Job at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management February 2014 - Present
HSBC Global Asset Management July 2010 - February 2014
Managers Investment Group January 2009 - July 2010
AllianceBernstein May 2005 - January 2009
Fidelity Investments 2004 - 2005
PFPC 2000 - 2004
Investors Bank & Trust 1999 - 2000
Evergreen Investments, Inc. 1997 - 1999
Furman Selz December 1994 - January 1997
The Bank of New York May 1993 - December 1994
Skills
Mutual Funds, Asset Management, Equities, Alternative Investments, Securities, Hedge Funds, Fixed Income, Investment Management, Financial Services, Product Management, Asset Allocation, Bloomberg, Derivatives, Fund Accounting, Fund Of Funds, Fund Administration, Operational Due..., Management Due Diligence
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Chaminade High School 1986 — 1989
JP Morgan Asset Management February 2014 - Present
HSBC Global Asset Management July 2010 - February 2014
Managers Investment Group January 2009 - July 2010
AllianceBernstein May 2005 - January 2009
Fidelity Investments 2004 - 2005
PFPC 2000 - 2004
Investors Bank & Trust 1999 - 2000
Evergreen Investments, Inc. 1997 - 1999
Furman Selz December 1994 - January 1997
The Bank of New York May 1993 - December 1994
Skills
Mutual Funds, Asset Management, Equities, Alternative Investments, Securities, Hedge Funds, Fixed Income, Investment Management, Financial Services, Product Management, Asset Allocation, Bloomberg, Derivatives, Fund Accounting, Fund Of Funds, Fund Administration, Operational Due..., Management Due Diligence
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Chaminade High School 1986 — 1989
Christopher Youse's Fidelity Investments Experience February 1995 - September 1998
Job SVP, Wholesale Finance Solutions at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2009 - Present
Wachovia Bank May 2004 - January 2009
Nomura Securities September 1998 - May 2004
Fidelity Investments February 1995 - September 1998
Education
Hofstra University 1992 — 1994
BBA, Banking and Finance
Wells Fargo January 2009 - Present
Wachovia Bank May 2004 - January 2009
Nomura Securities September 1998 - May 2004
Fidelity Investments February 1995 - September 1998
Education
Hofstra University 1992 — 1994
BBA, Banking and Finance
Marc Feldman's Fidelity Investments Experience December 2005 - July 2008
Job Supply Chain Leader
Industry Logistics and Supply Chain
Experience
UC Health August 2013 - May 2015
UC Health January 2009 - July 2013
Fidelity Investments December 2005 - July 2008
Harris Corporation January 1990 - October 2005
Walden books 1988 - 1989
GE Capital 1987 - 1988
Skills
Process Improvement, Management, Project Management, Strategic Planning, Analysis, Supply Chain, Recruiting, Operations Management, Customer Service, Operational Excellence, Leadership, Six Sigma, Program Management, Team Building, Supply Chain Management, Cross-functional Team..., Inventory Management, Vendor Management, Change Management, Budgets, Negotiation, Sustainability
Education
Hofstra University 1983 — 1987
BBA Bachelors of Business Administration, Banking & Finance
Cherry Hill High School East 1979 — 1983
HS Diploma, College Prep
UC Health August 2013 - May 2015
UC Health January 2009 - July 2013
Fidelity Investments December 2005 - July 2008
Harris Corporation January 1990 - October 2005
Walden books 1988 - 1989
GE Capital 1987 - 1988
Skills
Process Improvement, Management, Project Management, Strategic Planning, Analysis, Supply Chain, Recruiting, Operations Management, Customer Service, Operational Excellence, Leadership, Six Sigma, Program Management, Team Building, Supply Chain Management, Cross-functional Team..., Inventory Management, Vendor Management, Change Management, Budgets, Negotiation, Sustainability
Education
Hofstra University 1983 — 1987
BBA Bachelors of Business Administration, Banking & Finance
Cherry Hill High School East 1979 — 1983
HS Diploma, College Prep
James Sotell's Fidelity Investments Experience 1989 - 2006
Job Managing Director at Comperio Retirement Consulting, Inc.
Industry Investment Management
Experience
Comperio Retirement Consulting, Inc. May 2006 - Present
Fidelity Investments 1989 - 2006
Skills
Investments, Mutual Funds
Education
Hobart and William Smith Colleges 1985 — 1989
BA, History/Economics
Don Bosco Prep 1981 — 1985
Comperio Retirement Consulting, Inc. May 2006 - Present
Fidelity Investments 1989 - 2006
Skills
Investments, Mutual Funds
Education
Hobart and William Smith Colleges 1985 — 1989
BA, History/Economics
Don Bosco Prep 1981 — 1985
Jen Tuveson's Fidelity Investments Experience August 1996 - September 2000
Job RN at Yale New Haven Hospital
Industry Hospital & Health Care
Experience
Yale New Haven Hospital June 2009 - Present
Adult Emergency Department June 2009 - Present
Wenner Media July 2000 - 2001
Fidelity Investments August 1996 - September 2000
Skills
ACLS, TNCC, CNII, SANE, ENA Member, CPR, BLS, PALS
Education
Quinnipiac University 2008 — 2009
BSN, Registered Nursing/Registered Nurse
Hobart and William Smith Colleges 1991 — 1995
BA, Art History
Yale New Haven Hospital June 2009 - Present
Adult Emergency Department June 2009 - Present
Wenner Media July 2000 - 2001
Fidelity Investments August 1996 - September 2000
Skills
ACLS, TNCC, CNII, SANE, ENA Member, CPR, BLS, PALS
Education
Quinnipiac University 2008 — 2009
BSN, Registered Nursing/Registered Nurse
Hobart and William Smith Colleges 1991 — 1995
BA, Art History
Brandon Liang's Fidelity Investments Experience September 2007 - Present
Job VP at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2007 - Present
Amegy Bank 2005 - 2007
American General Securities Inc. 1995 - 2005
NatWest Bank 1992 - 1995
Skills
Series 7, Risk Management, Mutual Funds, Fixed Income, Asset Managment, Banking, Financial Services, Portfolio Management, Financial Analysis, Investments, Wealth Management, Securities
Education
Houston Baptist University 1997 — 1999
MBA, Accounting
The University of Texas at Austin 1987 — 1992
BBA, Finance and International Business
The University of Texas at Austin - Red McCombs School of Business 1987 — 1992
BBA, Finance and International Business
Fidelity Investments September 2007 - Present
Amegy Bank 2005 - 2007
American General Securities Inc. 1995 - 2005
NatWest Bank 1992 - 1995
Skills
Series 7, Risk Management, Mutual Funds, Fixed Income, Asset Managment, Banking, Financial Services, Portfolio Management, Financial Analysis, Investments, Wealth Management, Securities
Education
Houston Baptist University 1997 — 1999
MBA, Accounting
The University of Texas at Austin 1987 — 1992
BBA, Finance and International Business
The University of Texas at Austin - Red McCombs School of Business 1987 — 1992
BBA, Finance and International Business
Andrea Lasley's Fidelity Investments Experience June 2015 - Present
Job RFP Content Manager and Writer with 10+ Years Experience
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments 1998 - August 2015
StarKist 1991 - 1995
Skills
Creative Writing, Proposal Writing, Technical Writing
Education
Hollins University 1987 — 1991
B.A., English / Creative Writing
Fidelity Investments June 2015 - Present
Fidelity Investments 1998 - August 2015
StarKist 1991 - 1995
Skills
Creative Writing, Proposal Writing, Technical Writing
Education
Hollins University 1987 — 1991
B.A., English / Creative Writing
Jen Barthel's Fidelity Investments Experience February 2009 - July 2009
Job Delivery Consultant
Industry Human Resources
Experience
Aon Hewitt March 2012 - Present
RTI International July 2009 - March 2012
Fidelity Investments February 2009 - July 2009
Fidelity Investments October 2005 - February 2009
Bed Bath & Beyond September 1998 - October 2005
Urban Country Designs September 1994 - September 1998
Skills
Talent Acquisition, Process Improvement, Human Resources, Change Management, Payroll, PeopleSoft, Management, Training, Analysis, Leadership, Employee Training, Operations Management, Policy, Coaching, Call Centers, Six Sigma, Performance Management, Time Management
Education
Hood College 1995 — 1998
MBA, Business
Hood College 1986 — 1990
Bachelor's
Aon Hewitt March 2012 - Present
RTI International July 2009 - March 2012
Fidelity Investments February 2009 - July 2009
Fidelity Investments October 2005 - February 2009
Bed Bath & Beyond September 1998 - October 2005
Urban Country Designs September 1994 - September 1998
Skills
Talent Acquisition, Process Improvement, Human Resources, Change Management, Payroll, PeopleSoft, Management, Training, Analysis, Leadership, Employee Training, Operations Management, Policy, Coaching, Call Centers, Six Sigma, Performance Management, Time Management
Education
Hood College 1995 — 1998
MBA, Business
Hood College 1986 — 1990
Bachelor's
Fotios Katsigiannis, CFS®'s Fidelity Investments Experience August 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Skills
Mutual Funds, Investments, Financial Advisory, Retirement, Financial Services, Fixed Annuities, 401k, Finance, Securities, Asset Allocation, Investment Strategies, IRAs, Alternative Investments, Bonds, Equities, Life Insurance, Variable Annuities, Investment Management, Insurance, Retirement Planning, Retirement Savings, Managing Accounts, Roth IRA, Wealth Accumulation, Term Life Insurance, ETFs, 401k Rollovers, Bilingual-Greek, Annuities, IRA's, Managed Accounts, Fixed Income Strategies, Estate Investment...
Education
Hofstra University 2003 — 2007
BBA, Finance, International Business
Fidelity Investments August 2015 - Present
Skills
Mutual Funds, Investments, Financial Advisory, Retirement, Financial Services, Fixed Annuities, 401k, Finance, Securities, Asset Allocation, Investment Strategies, IRAs, Alternative Investments, Bonds, Equities, Life Insurance, Variable Annuities, Investment Management, Insurance, Retirement Planning, Retirement Savings, Managing Accounts, Roth IRA, Wealth Accumulation, Term Life Insurance, ETFs, 401k Rollovers, Bilingual-Greek, Annuities, IRA's, Managed Accounts, Fixed Income Strategies, Estate Investment...
Education
Hofstra University 2003 — 2007
BBA, Finance, International Business
David Stidsen's Fidelity Investments Experience November 2010 - Present
Job Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2010 - Present
JP Morgan Asset Management June 2009 - September 2010
Fidelity Investments May 1994 - December 2008
Skills
Financial Services, Securities, Product Management, Mutual Funds, Investments, Product Marketing, Unified Managed Accounts, Separately Managed..., Asset Management, Competitive Analysis
Education
University of Rochester - Simon Business School 2001 — 2003
Hobart and William Smith Colleges
Lawrence Academy
Fidelity Investments November 2010 - Present
JP Morgan Asset Management June 2009 - September 2010
Fidelity Investments May 1994 - December 2008
Skills
Financial Services, Securities, Product Management, Mutual Funds, Investments, Product Marketing, Unified Managed Accounts, Separately Managed..., Asset Management, Competitive Analysis
Education
University of Rochester - Simon Business School 2001 — 2003
Hobart and William Smith Colleges
Lawrence Academy
Pam Turley's Fidelity Investments Experience 2008 - 2012
Job Manager at Ruota Consulting, Ltd
Industry Financial Services
Experience
ruota consulting limited June 2014 - Present
Staples January 2012 - April 2014
Fidelity Investments 2008 - 2012
Fidelity Investments 2006 - 2008
Fidelity Investments 2003 - 2006
Fidelity Investments 1998 - 2003
Skills
Vendor Management, Project Management, Agile Project Management, Agile Testing, Requirements Analysis, Program Management, SDLC, Business Analysis, Process Improvement, Disaster Recovery, Enterprise Architecture, IT Strategy, ITIL, Integration, Scrum master
Education
Hofstra University
Bachelor of Arts (B.A.)
ruota consulting limited June 2014 - Present
Staples January 2012 - April 2014
Fidelity Investments 2008 - 2012
Fidelity Investments 2006 - 2008
Fidelity Investments 2003 - 2006
Fidelity Investments 1998 - 2003
Skills
Vendor Management, Project Management, Agile Project Management, Agile Testing, Requirements Analysis, Program Management, SDLC, Business Analysis, Process Improvement, Disaster Recovery, Enterprise Architecture, IT Strategy, ITIL, Integration, Scrum master
Education
Hofstra University
Bachelor of Arts (B.A.)
Alan Dumas's Fidelity Investments Experience April 2004 - Present
Job VP Retirement Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2004 - Present
Education
Hobart and William Smith Colleges 1991 — 1995
BA, Ecomonics
Fidelity Investments April 2004 - Present
Education
Hobart and William Smith Colleges 1991 — 1995
BA, Ecomonics
Robert Sartarelli's Fidelity Investments Experience August 2010 - August 2014
Job Client Relationship Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial September 2014 - Present
Fidelity Investments August 2010 - August 2014
Fidelity Investments August 2006 - July 2010
Fidelity Investments March 1997 - August 2006
Fidelity Investments February 1991 - March 1997
Skills
Contract Management, Negotiation, Retirement, 401k, Insurance, Relationship Management, Investments, Contract Negotiation, Retirement Planning, Project Management, Strategy
Education
Hiram College 1982 — 1986
BA, Management
Voya Financial September 2014 - Present
Fidelity Investments August 2010 - August 2014
Fidelity Investments August 2006 - July 2010
Fidelity Investments March 1997 - August 2006
Fidelity Investments February 1991 - March 1997
Skills
Contract Management, Negotiation, Retirement, 401k, Insurance, Relationship Management, Investments, Contract Negotiation, Retirement Planning, Project Management, Strategy
Education
Hiram College 1982 — 1986
BA, Management
Bruce Baumann's Fidelity Investments Experience 1996 - 2000
Job Director at Citi
Industry Banking
Experience
Citi January 2011 - Present
Florentez Investment Management February 2009 - July 2011
Bank of New York Mellon February 2003 - January 2009
Goldman Sachs 2000 - 2003
Fidelity Investments 1996 - 2000
Republic National Bank 1987 - 1996
Skills
Mutual Funds, Financial Services, Securities, Hedge Funds, Asset Management, Investments, Risk Management, Banking, Relationship Management, Investment Management, Management, Leadership, Asset Managment, Equities
Education
Hofstra University 1981 — 1983
MBA, Finance and Banking
Citi January 2011 - Present
Florentez Investment Management February 2009 - July 2011
Bank of New York Mellon February 2003 - January 2009
Goldman Sachs 2000 - 2003
Fidelity Investments 1996 - 2000
Republic National Bank 1987 - 1996
Skills
Mutual Funds, Financial Services, Securities, Hedge Funds, Asset Management, Investments, Risk Management, Banking, Relationship Management, Investment Management, Management, Leadership, Asset Managment, Equities
Education
Hofstra University 1981 — 1983
MBA, Finance and Banking
Jeffrey Kastil, PMP's Fidelity Investments Experience 2003 - 2006
Job Senior Program Manager
Industry Financial Services
Experience
TIAA-CREF December 2011 - Present
Credit Suisse March 2011 - November 2011
Credit Suisse 2009 - March 2011
UBS Wealth Management 2006 - 2009
Fidelity Investments 2003 - 2006
UBS 1997 - 2003
KPMG Peat Marwick 1995 - 1997
Morgan Stanley 1993 - 1995
CITICORP – National Systems and Technology & Quotron Systems Inc. 1988 - 1993
Skills
Financial Services, Business Analysis, Project Management, PMO, Strategy, Start-ups, Leadership, Program Management, Data Center, Telecommunications, Management, IT Strategy, Series 7, Finance, Forecasting, Vendor Management, PMP, Portfolio Management, Risk Management, Project Portfolio..., Governance, Banking, SDLC, Sales, Change Management, Business Strategy, Management Consulting, Business Process..., Budgets, Process Improvement, Business Process, Information Technology
Education
New York University 2000 — 2001
Certificate, Information Management
New York Institute of Technology 1987 — 1990
MBA, Accounting
Hofstra University 1984 — 1987
BBA, Banking and Finance
TIAA-CREF December 2011 - Present
Credit Suisse March 2011 - November 2011
Credit Suisse 2009 - March 2011
UBS Wealth Management 2006 - 2009
Fidelity Investments 2003 - 2006
UBS 1997 - 2003
KPMG Peat Marwick 1995 - 1997
Morgan Stanley 1993 - 1995
CITICORP – National Systems and Technology & Quotron Systems Inc. 1988 - 1993
Skills
Financial Services, Business Analysis, Project Management, PMO, Strategy, Start-ups, Leadership, Program Management, Data Center, Telecommunications, Management, IT Strategy, Series 7, Finance, Forecasting, Vendor Management, PMP, Portfolio Management, Risk Management, Project Portfolio..., Governance, Banking, SDLC, Sales, Change Management, Business Strategy, Management Consulting, Business Process..., Budgets, Process Improvement, Business Process, Information Technology
Education
New York University 2000 — 2001
Certificate, Information Management
New York Institute of Technology 1987 — 1990
MBA, Accounting
Hofstra University 1984 — 1987
BBA, Banking and Finance
Devin Hague's Fidelity Investments Experience March 1999 - December 2000
Job Technical Writer at Egenera
Industry Computer Software
Experience
Egenera January 2011 - Present
Mercury Computer Systems October 2009 - January 2011
Egenera July 2006 - January 2009
CA December 2000 - July 2006
Fidelity Investments March 1999 - December 2000
Yankee Candle Company November 1997 - March 1999
Skills
Testing, Technical Writing, Online Help, Software Documentation, FrameMaker, Quality Assurance, Technical Communication, Technical Documentation, Manuals, HTML, RoboHelp, Release Notes
Education
University of Massachusetts Lowell 1999 — 2000
Certificate, Technical Writing
Holyoke Community College 2011 — 2013
Associate of Science (A.S.), Biology, General, 3.95
University of Massachusetts, Amherst 1992 — 1996
Bachelors, English
Egenera January 2011 - Present
Mercury Computer Systems October 2009 - January 2011
Egenera July 2006 - January 2009
CA December 2000 - July 2006
Fidelity Investments March 1999 - December 2000
Yankee Candle Company November 1997 - March 1999
Skills
Testing, Technical Writing, Online Help, Software Documentation, FrameMaker, Quality Assurance, Technical Communication, Technical Documentation, Manuals, HTML, RoboHelp, Release Notes
Education
University of Massachusetts Lowell 1999 — 2000
Certificate, Technical Writing
Holyoke Community College 2011 — 2013
Associate of Science (A.S.), Biology, General, 3.95
University of Massachusetts, Amherst 1992 — 1996
Bachelors, English
Charlene Pacelli's Fidelity Investments Experience April 2004 - October 2011
Job Vice President, Project Manager, BNP Paribas
Industry Financial Services
Experience
JP Morgan Chase November 2011 - March 2015
Fidelity Investments April 2004 - October 2011
Fidelity Investments August 2001 - April 2004
Fidelity Investments February 1999 - August 2001
Skills
Mutual Funds, Securities, Business Analysis, Banking, Financial Services, Project Management, Equities, Strategy, Trading, Risk Management, Mergers, Mergers & Acquisitions, Analysis, Software Documentation, Financial Risk, Fixed Income, Due Diligence, Asset Management, Management, Portfolio Management, Derivatives
Education
Hofstra University
Bachelor of Business Administration, Banking and Finance
JP Morgan Chase November 2011 - March 2015
Fidelity Investments April 2004 - October 2011
Fidelity Investments August 2001 - April 2004
Fidelity Investments February 1999 - August 2001
Skills
Mutual Funds, Securities, Business Analysis, Banking, Financial Services, Project Management, Equities, Strategy, Trading, Risk Management, Mergers, Mergers & Acquisitions, Analysis, Software Documentation, Financial Risk, Fixed Income, Due Diligence, Asset Management, Management, Portfolio Management, Derivatives
Education
Hofstra University
Bachelor of Business Administration, Banking and Finance
Robert Demert's Fidelity Investments Experience July 2006 - June 2012
Job Vice President Sales at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers December 2011 - Present
Fidelity Investments July 2006 - June 2012
Salomon Brothers January 2002 - January 2007
Dreyfus Investments 1996 - 2002
Skills
Wealth Management, Series 7, Investments, Portfolio Management, Asset Managment, Credit, Series 24, Alternative Investments, Mutual Funds, Securities, Asset Allocation, Series 63, Asset Management, Fixed Income, Hedge Funds, ETFs
Education
Hobart College 1991 — 1994
Bachelor of Arts (B.A.), Economics
Manhasset High School 1987 — 1990
Cohen & Steers December 2011 - Present
Fidelity Investments July 2006 - June 2012
Salomon Brothers January 2002 - January 2007
Dreyfus Investments 1996 - 2002
Skills
Wealth Management, Series 7, Investments, Portfolio Management, Asset Managment, Credit, Series 24, Alternative Investments, Mutual Funds, Securities, Asset Allocation, Series 63, Asset Management, Fixed Income, Hedge Funds, ETFs
Education
Hobart College 1991 — 1994
Bachelor of Arts (B.A.), Economics
Manhasset High School 1987 — 1990
Cliff Wexler, CFA's Fidelity Investments Experience 1988 - 1993
Job Managing Regulatory Coordinator Southern Region at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) April 2015 - Present
Financial Industry Regulatory Authority (FINRA) July 2009 - March 2015
UBS Financial Services Inc. July 2006 - April 2009
UBS Chairman's Office July 2001 - June 2006
Bear Stearns April 1993 - July 2001
Fidelity Investments 1988 - 1993
Spicer & Oppenheim 1987 - 1987
Drexel Burnham Lambert 1982 - 1986
Dreyfus 1980 - 1980
Skills
FINRA, Internal Audit, Series 24, Brokerage Operations, Correspondent Clearing, Regulatory Reporting, Investment Advisory, Mutual Funds, Operational Risk, Enterprise Risk..., Series 27, Financial Accounting, Financial Analysis, Financial Audits, Financial Risk, Financial Markets, Managerial Finance, Certified Fraud Examiner, Chartered Financial..., system, CISA, Securities, Risk Management, AML, Auditing, Capital Markets, Due Diligence, Operational Risk..., Internal Controls, Asset Management, Investment Banking, Derivatives, Brokers, Hedge Funds, Series 7, Accounting, Financial Services, Financial Regulation, Fixed Income, Equities, Investment Management, Corporate Governance, KYC, Sarbanes-Oxley Act, Anti Money Laundering
Education
Pace University - Lubin School of Business 1981 — 1984
MBA, Financial Management
Hofstra University 1976 — 1979
BBA, Accounting
Oceanside High School
Financial Industry Regulatory Authority (FINRA) April 2015 - Present
Financial Industry Regulatory Authority (FINRA) July 2009 - March 2015
UBS Financial Services Inc. July 2006 - April 2009
UBS Chairman's Office July 2001 - June 2006
Bear Stearns April 1993 - July 2001
Fidelity Investments 1988 - 1993
Spicer & Oppenheim 1987 - 1987
Drexel Burnham Lambert 1982 - 1986
Dreyfus 1980 - 1980
Skills
FINRA, Internal Audit, Series 24, Brokerage Operations, Correspondent Clearing, Regulatory Reporting, Investment Advisory, Mutual Funds, Operational Risk, Enterprise Risk..., Series 27, Financial Accounting, Financial Analysis, Financial Audits, Financial Risk, Financial Markets, Managerial Finance, Certified Fraud Examiner, Chartered Financial..., system, CISA, Securities, Risk Management, AML, Auditing, Capital Markets, Due Diligence, Operational Risk..., Internal Controls, Asset Management, Investment Banking, Derivatives, Brokers, Hedge Funds, Series 7, Accounting, Financial Services, Financial Regulation, Fixed Income, Equities, Investment Management, Corporate Governance, KYC, Sarbanes-Oxley Act, Anti Money Laundering
Education
Pace University - Lubin School of Business 1981 — 1984
MBA, Financial Management
Hofstra University 1976 — 1979
BBA, Accounting
Oceanside High School
Albanese Michael's Fidelity Investments Experience February 2000 - June 2008
Job VP Equities / Prime Services at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2008 - Present
Fidelity Investments February 2000 - June 2008
Education
Hofstra University 1995 — 2000
Credit Suisse July 2008 - Present
Fidelity Investments February 2000 - June 2008
Education
Hofstra University 1995 — 2000
Victoria Dougherty's Fidelity Investments Experience 1995 - 1997
Job Community Manager / Product Manager at Fiserv
Industry Banking
Experience
Fidelity National Information Services March 2013 - September 2014
Bank of America 2009 - 2012
Harland Financial Solutions 2008 - 2009
Fifth Third Bank 2007 - 2008
Fifth Third Bank 2005 - 2007
Fifth Third Bank 2003 - 2005
Fifth Third Bank 1999 - 2003
PNC Financial Services Group 1997 - 1999
Fidelity Investments 1995 - 1997
IBM 1991 - 1995
Skills
Banking, Relationship Management, Team Leadership, Sales Management, Marketing Communications, Sales, Product Development, Product Management, Management, Leadership, Global Product..., Direct Sales, Communications Strategy, Financial Accounting, Financial Risk..., Planning Budgeting &..., Agile & Waterfall..., Strategy, CRM, Risk Management
Education
Hillsdale College
Bachelor's Degree
University of Kentucky
MBA
Fidelity National Information Services March 2013 - September 2014
Bank of America 2009 - 2012
Harland Financial Solutions 2008 - 2009
Fifth Third Bank 2007 - 2008
Fifth Third Bank 2005 - 2007
Fifth Third Bank 2003 - 2005
Fifth Third Bank 1999 - 2003
PNC Financial Services Group 1997 - 1999
Fidelity Investments 1995 - 1997
IBM 1991 - 1995
Skills
Banking, Relationship Management, Team Leadership, Sales Management, Marketing Communications, Sales, Product Development, Product Management, Management, Leadership, Global Product..., Direct Sales, Communications Strategy, Financial Accounting, Financial Risk..., Planning Budgeting &..., Agile & Waterfall..., Strategy, CRM, Risk Management
Education
Hillsdale College
Bachelor's Degree
University of Kentucky
MBA
Alan Dumas's Fidelity Investments Experience April 2004 - November 2009
Job Vice President, Retirement Plan Counselor, American Funds
Industry Financial Services
Experience
American Funds June 2012 - Present
Putnam Investments November 2009 - June 2012
Fidelity Investments April 2004 - November 2009
Principal Financial Group September 1998 - April 2004
Skills
Mutual Funds, Defined Benefit, Series 6, Retirement Planning, Investment Advisory, Investments, ERISA, Retirement Plan..., Wealth Management, Asset Allocation, Pensions, Defined Contribution, Alternative Investments, Investment Strategies, FINRA
Education
Hobart and William Smith Colleges 1991 — 1995
Bachelor's Degree, Economics
American Funds June 2012 - Present
Putnam Investments November 2009 - June 2012
Fidelity Investments April 2004 - November 2009
Principal Financial Group September 1998 - April 2004
Skills
Mutual Funds, Defined Benefit, Series 6, Retirement Planning, Investment Advisory, Investments, ERISA, Retirement Plan..., Wealth Management, Asset Allocation, Pensions, Defined Contribution, Alternative Investments, Investment Strategies, FINRA
Education
Hobart and William Smith Colleges 1991 — 1995
Bachelor's Degree, Economics
Maude Worthington's Fidelity Investments Experience July 1994 - August 1998
Job Conversion Team Manager/Schwab RBS
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
US Department of Labor - EBSA May 2010 - August 2014
Alutiiq 2008 - 2009
Trusource 2007 - 2008
MetLife (Benefit Services in Atlanta) September 1998 - December 2006
Fidelity Investments July 1994 - August 1998
Education
College of St. Rose
M.S.
Hope College
BA, History
Charles Schwab September 2014 - Present
US Department of Labor - EBSA May 2010 - August 2014
Alutiiq 2008 - 2009
Trusource 2007 - 2008
MetLife (Benefit Services in Atlanta) September 1998 - December 2006
Fidelity Investments July 1994 - August 1998
Education
College of St. Rose
M.S.
Hope College
BA, History
Justin Macklin's Fidelity Investments Experience November 2004 - May 2006
Job Director Project Management
Industry Financial Services
Experience
Broadridge Financial Solutions March 2014 - Present
Wipro Technologies May 2011 - March 2014
IGEFI US, LLC November 2007 - April 2011
Irish Bank Resolution Corporation Limited May 2006 - June 2007
Fidelity Investments November 2004 - May 2006
Skills
Securities, Operational Strategy, Workflow Design/Analysis, Business Analysis, Mutual Funds, Resource Utilization, Fixed Income, Equities, Derivatives, Financial Services, Process Improvement, Banking, Back Office, Hedge Funds, Asset Management
Education
Hobart and William Smith Colleges 2000 — 2004
BA Cum Laude, Economics
Phillips Exeter Academy 1999 — 2000
Post Graduate
Broadridge Financial Solutions March 2014 - Present
Wipro Technologies May 2011 - March 2014
IGEFI US, LLC November 2007 - April 2011
Irish Bank Resolution Corporation Limited May 2006 - June 2007
Fidelity Investments November 2004 - May 2006
Skills
Securities, Operational Strategy, Workflow Design/Analysis, Business Analysis, Mutual Funds, Resource Utilization, Fixed Income, Equities, Derivatives, Financial Services, Process Improvement, Banking, Back Office, Hedge Funds, Asset Management
Education
Hobart and William Smith Colleges 2000 — 2004
BA Cum Laude, Economics
Phillips Exeter Academy 1999 — 2000
Post Graduate
William Carboni's Fidelity Investments Experience 2000 - 2006
Job AVP of Network Development at Beacon Health Strategies
Industry Insurance
Experience
Beacon Health Strategies June 2014 - Present
ConforMIS, Inc. July 2012 - June 2014
Anthem Blue Cross September 2008 - December 2012
Anthem Blue Cross January 2012 - July 2012
BCBS MA July 2007 - September 2008
Fidelity Investments 2000 - 2006
Private Healthcare Systems 1995 - 2000
Skills
Healthcare, Managed Care, Provider Relations, Medicare, Health Insurance, Medicaid, Management, Cross-functional Team..., HIPAA, Health Policy, Healthcare Industry, Hospitals, Leadership, Medical Devices, Network Development, Strategic Planning
Education
Holy Family University 1988 — 1990
BA, Marketing/Management
Father Judge High School 1979 — 1983
Diploma, General Education
Beacon Health Strategies June 2014 - Present
ConforMIS, Inc. July 2012 - June 2014
Anthem Blue Cross September 2008 - December 2012
Anthem Blue Cross January 2012 - July 2012
BCBS MA July 2007 - September 2008
Fidelity Investments 2000 - 2006
Private Healthcare Systems 1995 - 2000
Skills
Healthcare, Managed Care, Provider Relations, Medicare, Health Insurance, Medicaid, Management, Cross-functional Team..., HIPAA, Health Policy, Healthcare Industry, Hospitals, Leadership, Medical Devices, Network Development, Strategic Planning
Education
Holy Family University 1988 — 1990
BA, Marketing/Management
Father Judge High School 1979 — 1983
Diploma, General Education
Alex Piantidosi's Fidelity Investments Experience July 2014 - Present
Job Client Development Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Boston Financial Management October 2013 - July 2014
Morgan Stanley Wealth Management August 2012 - October 2013
Fidelity Investments 2010 - August 2012
Fidelity Investments 2008 - 2010
Skills
Series 7, Series 63
Education
Hobart and William Smith Colleges 2004 — 2008
Fidelity Investments July 2014 - Present
Boston Financial Management October 2013 - July 2014
Morgan Stanley Wealth Management August 2012 - October 2013
Fidelity Investments 2010 - August 2012
Fidelity Investments 2008 - 2010
Skills
Series 7, Series 63
Education
Hobart and William Smith Colleges 2004 — 2008
Vincent Harambasic III's Fidelity Investments Experience October 2010 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2010 - Present
Fidelity Investments September 2007 - October 2010
Citibank August 2003 - September 2007
Grand Valley State University July 2002 - July 2003
Skills
Series 7, Retirement Planning, Asset Allocation, Mutual Funds, Financial Services, Equities, Investments, Fixed Income, Series 63, Relationship Management, Retirement, Securities, Strategic Financial...
Education
Hope College 1998 — 2002
BA, Computer Science
Fidelity Investments October 2010 - Present
Fidelity Investments September 2007 - October 2010
Citibank August 2003 - September 2007
Grand Valley State University July 2002 - July 2003
Skills
Series 7, Retirement Planning, Asset Allocation, Mutual Funds, Financial Services, Equities, Investments, Fixed Income, Series 63, Relationship Management, Retirement, Securities, Strategic Financial...
Education
Hope College 1998 — 2002
BA, Computer Science
Robert Sainato, CFA, CFP, CIC, CAIA's Fidelity Investments Experience 1997 - 2002
Job Structured Products Predictive Model & Risk Product Manager at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP January 2012 - Present
Advisors Asset Management, Inc. 2009 - 2011
Broadpoint Capital 2007 - 2009
resource america 2005 - 2008
Trust Company of the West 2002 - 2004
Fidelity Investments 1997 - 2002
Education
William E. Simon School of Business 1993 — 1995
MBA, Finance
Hofstra University 1987 — 1991
BA, Economics
Hofstra University 1987 — 1991
BBA, Finance
Bloomberg LP January 2012 - Present
Advisors Asset Management, Inc. 2009 - 2011
Broadpoint Capital 2007 - 2009
resource america 2005 - 2008
Trust Company of the West 2002 - 2004
Fidelity Investments 1997 - 2002
Education
William E. Simon School of Business 1993 — 1995
MBA, Finance
Hofstra University 1987 — 1991
BA, Economics
Hofstra University 1987 — 1991
BBA, Finance
Ashcroft Stephen's Fidelity Investments Experience January 2008 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2008 - Present
SunTrust Bank December 1995 - December 2000
Skills
Financial Analysis, Mutual Funds, Portfolio Management
Education
Hofstra University
B.S., Applied Economics
Fidelity Investments January 2008 - Present
SunTrust Bank December 1995 - December 2000
Skills
Financial Analysis, Mutual Funds, Portfolio Management
Education
Hofstra University
B.S., Applied Economics
Richard Hulme's Fidelity Investments Experience September 2008 - March 2011
Job Plan Consultant at Sentinel Benefits & Financial Group
Industry Financial Services
Experience
Sentinel Benefits & Financial Group May 2011 - Present
Fidelity Investments September 2008 - March 2011
CitiStreet January 2000 - September 2008
State Street Bank January 1998 - January 2000
State Street Bank January 1996 - January 1998
Law Firms 1988 - 1996
Skills
401k, Financial Services, Employee Benefits, Mutual Funds, Pensions, ERISA, Retirement, Securities, Investments, Retirement Planning
Education
Hobart and William Smith Colleges
Bachelor of Arts, Economics
Suffolk University Law School
Continuing Legal Education, Pension Law
Western New England College School of Law
Juris Doctor, Law
Sentinel Benefits & Financial Group May 2011 - Present
Fidelity Investments September 2008 - March 2011
CitiStreet January 2000 - September 2008
State Street Bank January 1998 - January 2000
State Street Bank January 1996 - January 1998
Law Firms 1988 - 1996
Skills
401k, Financial Services, Employee Benefits, Mutual Funds, Pensions, ERISA, Retirement, Securities, Investments, Retirement Planning
Education
Hobart and William Smith Colleges
Bachelor of Arts, Economics
Suffolk University Law School
Continuing Legal Education, Pension Law
Western New England College School of Law
Juris Doctor, Law
R. Anthony Hunt's Fidelity Investments Experience March 2012 - December 2014
Job The Doctor is In
Industry Financial Services
Experience
Clear Choice Holdings Inc. October 2007 - Present
Fidelity Investments March 2012 - December 2014
Atria Senior Living Group November 2010 - March 2013
EPIC September 2008 - November 2009
Skills
Business Planning, New Business Development, Business Strategy, Strategic Planning, Budgets, Organizational..., Healthcare, Policy, Investments, Leadership, Customer Service
Education
University of Phoenix 2011 — 2013
Doctor of Philosophy (PhD), Industrial and Organizational Psychology
Hofstra University 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
York College 2004 — 2009
Bachelors, Business Managment, Psychology
Clear Choice Holdings Inc. October 2007 - Present
Fidelity Investments March 2012 - December 2014
Atria Senior Living Group November 2010 - March 2013
EPIC September 2008 - November 2009
Skills
Business Planning, New Business Development, Business Strategy, Strategic Planning, Budgets, Organizational..., Healthcare, Policy, Investments, Leadership, Customer Service
Education
University of Phoenix 2011 — 2013
Doctor of Philosophy (PhD), Industrial and Organizational Psychology
Hofstra University 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
York College 2004 — 2009
Bachelors, Business Managment, Psychology
Michele Kenny's Fidelity Investments Experience November 1993 - February 1996
Job Executive Assistant III at Mission Health System
Industry Hospital & Health Care
Experience
Mission Hospitals March 2011 - Present
Florida Gulf Coast University July 2000 - March 2011
Dartmouth College February 1996 - June 2000
Fidelity Investments November 1993 - February 1996
Skills
Office Management, Microsoft Word, PowerPoint, Microsoft Excel, Process Scheduler, Microsoft Office, Customer Service, Calendars, Administrative..., Office Administration, Budgets, Executive..., Healthcare, Outlook, Event Planning, Employee Relations, Physician Relations, Training, Community Outreach, Nonprofits, Administrative...
Education
Hodges University 2006 — 2008
Masters, Management
Hodges University 2004 — 2006
Bachelor of Science, Management
Mission Hospitals March 2011 - Present
Florida Gulf Coast University July 2000 - March 2011
Dartmouth College February 1996 - June 2000
Fidelity Investments November 1993 - February 1996
Skills
Office Management, Microsoft Word, PowerPoint, Microsoft Excel, Process Scheduler, Microsoft Office, Customer Service, Calendars, Administrative..., Office Administration, Budgets, Executive..., Healthcare, Outlook, Event Planning, Employee Relations, Physician Relations, Training, Community Outreach, Nonprofits, Administrative...
Education
Hodges University 2006 — 2008
Masters, Management
Hodges University 2004 — 2006
Bachelor of Science, Management
Lawrence Hickey's Fidelity Investments Experience February 2008 - May 2009
Job Operations Supervisor at PHH Mortgage
Industry Financial Services
Experience
PHH Mortgage August 2011 - Present
PHH Mortgage June 2009 - July 2011
Fidelity Investments February 2008 - May 2009
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, Residential Mortgages, Refinance, Banking, Credit Analysis, Underwriting, USDA, Mortgage Underwriting, Mortgage Servicing, FHA financing, Consumer Lending
Education
Hofstra University 1996 — 2001
BBA, Finance
PHH Mortgage August 2011 - Present
PHH Mortgage June 2009 - July 2011
Fidelity Investments February 2008 - May 2009
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, Residential Mortgages, Refinance, Banking, Credit Analysis, Underwriting, USDA, Mortgage Underwriting, Mortgage Servicing, FHA financing, Consumer Lending
Education
Hofstra University 1996 — 2001
BBA, Finance
al peshler's Fidelity Investments Experience September 1997 - July 2010
Job unemployed at unemployed
Industry Telecommunications
Experience
unemployed retiredEarly Retired2011 - 2011
Fidelity Investments September 1997 - July 2010
Walsh Lowe and Assoc. February 1992 - August 1997
Education
University of Illinois at Urbana-Champaign 1986 — 1986
Executive Development, Business Administration and Management, General
Hofstra University 1963 — 1965
unemployed retiredEarly Retired2011 - 2011
Fidelity Investments September 1997 - July 2010
Walsh Lowe and Assoc. February 1992 - August 1997
Education
University of Illinois at Urbana-Champaign 1986 — 1986
Executive Development, Business Administration and Management, General
Hofstra University 1963 — 1965
Bryan Riehl's Fidelity Investments Experience September 1996 - July 1997
Job Senior Vice President of Sales; XSP at SunGard
Industry Human Resources
Experience
SunGard April 2014 - Present
Peoplefluent October 2012 - April 2014
SunGard Financial Systems April 1999 - October 2012
Bear Stearns July 1997 - April 1999
Fidelity Investments September 1996 - July 1997
Skills
Financial Services, Securities, Account Management, Series 63, Trading Systems, Salesforce.com, Financial Analysis, Relationship Management, Financial Markets, Derivatives, Mergers, Series 7, Asset Management, Hedge Funds, Capital Markets, SaaS, Insurance, Back Office, Mutual Funds, Equities, Electronic Trading, Investments, Strategic Financial..., Executive Management, Trading, Enterprise Software, Fixed Income
Education
Hobart College 1992 — 1996
American Studies
SunGard April 2014 - Present
Peoplefluent October 2012 - April 2014
SunGard Financial Systems April 1999 - October 2012
Bear Stearns July 1997 - April 1999
Fidelity Investments September 1996 - July 1997
Skills
Financial Services, Securities, Account Management, Series 63, Trading Systems, Salesforce.com, Financial Analysis, Relationship Management, Financial Markets, Derivatives, Mergers, Series 7, Asset Management, Hedge Funds, Capital Markets, SaaS, Insurance, Back Office, Mutual Funds, Equities, Electronic Trading, Investments, Strategic Financial..., Executive Management, Trading, Enterprise Software, Fixed Income
Education
Hobart College 1992 — 1996
American Studies
Patricia Hinson, CPP's Fidelity Investments Experience July 2005 - July 2011
Job Payroll Specialist at Safe Streets, USA LLC
Industry Human Resources
Experience
Safe Streets, USA LLC July 2013 - Present
SafeGuard World International April 2012 - July 2013
Quanta Technology 2011 - 2012
Fidelity Investments July 2005 - July 2011
Skills
Oracle HR, HRIS, Accounting, Accounts Payable, Accounts Receivable, Microsoft Office, Auditing, ADP Payroll, ADP ReportSmith, Microsoft Excel, Employee Benefits
Education
Houston Community College 1996 — 1999
Associate's degree, Accounting and Finance
Safe Streets, USA LLC July 2013 - Present
SafeGuard World International April 2012 - July 2013
Quanta Technology 2011 - 2012
Fidelity Investments July 2005 - July 2011
Skills
Oracle HR, HRIS, Accounting, Accounts Payable, Accounts Receivable, Microsoft Office, Auditing, ADP Payroll, ADP ReportSmith, Microsoft Excel, Employee Benefits
Education
Houston Community College 1996 — 1999
Associate's degree, Accounting and Finance
Michel John's Fidelity Investments Experience January 2002 - Present
Job V.P. Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2002 - Present
Solomon Smith Barney March 1999 - September 2001
United States Army February 1983 - May 1993
Education
Hofstra University 1985 — 1988
Bachelor’s Degree, Finance, General
Fidelity Investments January 2002 - Present
Solomon Smith Barney March 1999 - September 2001
United States Army February 1983 - May 1993
Education
Hofstra University 1985 — 1988
Bachelor’s Degree, Finance, General
Richard Michaleski's Fidelity Investments Experience November 2010 - October 2011
Job Senior Accountant at Brookfield Asset Management
Industry Investment Management
Experience
Brookfield Asset Management February 2013 - Present
CoreOne Technologies October 2011 - February 2013
Fidelity Investments November 2010 - October 2011
PwC January 2007 - November 2010
R.S. Abrams & Company, LLP April 2005 - December 2006
Education
Hofstra University 2003 — 2006
Master of Business Administration (M.B.A.), Accounting
Hofstra University 1999 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brookfield Asset Management February 2013 - Present
CoreOne Technologies October 2011 - February 2013
Fidelity Investments November 2010 - October 2011
PwC January 2007 - November 2010
R.S. Abrams & Company, LLP April 2005 - December 2006
Education
Hofstra University 2003 — 2006
Master of Business Administration (M.B.A.), Accounting
Hofstra University 1999 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Harvey Hilton's Fidelity Investments Experience 1995 - 2006
Job Student at Hodges University
Industry
Experience
Fidelity Investments 1995 - 2006
Skills
Microsoft Office
Education
Hodges University 2007 — 2013
Fidelity Investments 1995 - 2006
Skills
Microsoft Office
Education
Hodges University 2007 — 2013
Laine Wiggins's Fidelity Investments Experience March 2001 - Present
Job Senior Plan Document Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2001 - Present
Education
Hope College 1976 — 1980
Bachelor of Arts (B.A.), Business/Accounting
Fidelity Investments March 2001 - Present
Education
Hope College 1976 — 1980
Bachelor of Arts (B.A.), Business/Accounting
Rebecca Thielemann's Fidelity Investments Experience July 2015 - Present
Job Director, International Assignments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
EY January 2013 - Present
EY Terco April 2011 - December 2012
EY August 2006 - March 2011
Brambles July 2004 - July 2006
Skills
International Mobility,..., Global Mobility, Income Tax, Leadership, Management, Tax
Education
Hillsdale College
Bachelor's degree, Accounting
Fidelity Investments July 2015 - Present
EY January 2013 - Present
EY Terco April 2011 - December 2012
EY August 2006 - March 2011
Brambles July 2004 - July 2006
Skills
International Mobility,..., Global Mobility, Income Tax, Leadership, Management, Tax
Education
Hillsdale College
Bachelor's degree, Accounting
Hoda Ali, CFP®'s Fidelity Investments Experience June 2004 - Present
Job VP, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2004 - Present
Skills
Investments, Financial Services, Social Media, Mutual Funds, Series 7, Strategic Planning
Education
Hofstra University
Fidelity Investments June 2004 - Present
Skills
Investments, Financial Services, Social Media, Mutual Funds, Series 7, Strategic Planning
Education
Hofstra University
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank