Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Platfora September 2014 - Present
Splunk March 2011 - August 2014
Apple Inc. August 2009 - March 2011
VMware March 2007 - August 2009
Apple Inc. November 2004 - March 2007
Fidelity Investments February 2000 - October 2004
Skills
Enterprise Software, Cloud Computing, Solution Selling, SaaS, Salesforce.com, Sales Operations, Virtualization, Direct Sales, Sales Process, Channel Partners, Professional Services, Account Management, Sales, Sales Presentations, Lead Generation, Sales Management, Selling, Strategic Partnerships, New Business Development, Demand Generation, Big Data, Cyber-security, Hadoop, Business Intelligence, Analytics
Education
Howard Payne University 1996 — 1999
Navarro College 1994 — 1996
Fidelity Investments February 2015 - Present
Community College of Denver December 2013 - Present
USAF September 2011 - Present
Skills
Military Operations, DoD, Security Clearance, Military, Air Force, Leadership, Training, Personnel Management, National Security, Command, Military Experience, Defense, Policy, Top Secret, Leadership Development
Education
Southern New Hampshire University 2012 — 2015
Master of Business Administration (MBA), Finance, General, 4.0
Joint Military Intelligence College 2005 — 2006
Bachelor of Science (B.S.), Intelligence, 3.95
Howard Community College 1997 — 1999
Associate of Arts (A.A.), Engineering, 3.571
Fidelity Investments May 2015 - Present
Senior Life Insurance Company July 2014 - Present
ABC Professionals January 1997 - Present
ABC Professional Tax Service 1997 - Present
Angie's Private Lending September 2011 - May 2013
ABC Deal Tiger January 1997 - June 2012
Martin Luther King Jr Hospital 1981 - 1984
Skills
Accounting, Wellness, Marketing, Small Business, Entrepreneurship, Income Tax, Nutrition, Finance, Weight, Lifestyle, Tax Preparation, Start-ups, Tax, Tax Returns, IRS, Internal Medicine, Loans, Financial Analysis, Sales, Team Building, Insurance, webmaster, Tax Return Preparation, Health, Pulmonology, Due Diligence, Strategic Financial..., Fixed Annuities, Indexed Annuities, Life Insurance, Covered California, Health Insurance
Education
Howard University College of Medicine 1978 — 1981
MD, medicine
Howard University College of Medicine 1978 — 1981
MD, medicine
UCLA 1974 — 1978
Biology, General
Carson High School 1970 — 1974
High School Diploma
CIBC – FIRSTLINE MORTGAGES March 2010 - Present
GIVEX CANADA CORPORATION March 2009 - March 2010
Fidelity Investments September 2004 - August 2008
Skills
Customer Relations, Teamwork, Customer Service, Call Center, Team Leadership, Relationship Management, Account Management, Coaching, Project Management, Time Management, Residential Mortgages, Sales, Mortgage Lending, Mortgage Servicing, Call Centers, Customer Satisfaction, Process Improvement, Program Management, Sales Management, Team Management
Education
Ryerson University 2002 — 2004
Bachelor's degree, Business Management, Marketing Major
Humber College 1999 — 2002
Cer, Business Administration
Merrill Lynch August 2014 - Present
Charles Schwab May 2005 - August 2014
Fidelity Investments March 2004 - January 2005
Banc One Securities September 2003 - March 2004
TD March 2000 - August 2003
Skills
Estate Planning, Retirement Planning, Investments, New Business Development, Account Management, Forecasting, Tactical Sales Planning, Strategic Financial..., Certified Financial..., Pipeline Development, New Product Roll Out, Consultative Sales..., Business Development, Long-term Customer..., Sales Presentations, Presentation Development, Strategic Sales Plans, Client Retention..., Process Improvement, Superior Client Service, Investment Strategies, Insurance, Financial Reporting, Financial Regulation, Compliance, Legal Compliance, SEC filings, Federal Reserve, Credit Risk, Risk Reduction, Negotiation, Financial Planning
Education
Illinois State University
Bachelor of Science (B.S.), Business Administration and Management
Fidelity Investments March 2015 - Present
Dialog Direct October 2014 - March 2015
Venture Plumbing September 2013 - October 2013
Center Counseling November 2012 - September 2013
Titan, AMP, and APX Alarm May 2008 - October 2012
Teleperformance USA May 2004 - March 2005
Skills
Tax Preparation, Tax Returns, Income Tax, Tax, Tax Research, Sales Tax, Bookkeeping, Journal Entries
Education
Idaho State University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Keller Williams Realty May 2014 - Present
Fidelity Investments February 2012 - May 2014
Sabre Hospitality Solutions January 2011 - January 2012
Preferred Hotel Group 1994 - 1995
Oak Brook Hills Hotel & Resort 1993 - 1994
Four Seasons Hotels and Resorts 1985 - 1992
Skills
Event Management, Front Office, Sales, Customer Satisfaction, Hotels, Sales Management, Time Management, Hospitality, Customer Service, Budgets
Education
Illinois State University 1983 — 1985
Communications
Rogers Communications October 2014 - Present
Québecor Média June 2014 - October 2014
TSN - The Sports Network - Canada September 2013 - March 2014
TSN September 2009 - September 2013
TSN - The Sports Network - Canada January 2007 - August 2009
Fidelity Investments September 2005 - March 2006
Discovery Communications March 2004 - March 2004
De Beers Canada Inc (DBCI) January 2003 - June 2003
Canada-Southern Africa Chamber of Business June 2002 - December 2002
Skills
Broadcast Television, Sponsorship, Time Management, Sports, Broadcast, Sales, Television, Media Relations, Newsletters, Networking, Interviews, Digital Media, Leadership
Education
Humber College 2000 — 2002
Public relations
Advanced Building Services/Amazon May 2014 - Present
Geyer Photography January 2005 - Present
Apple July 2008 - April 2014
Grace Fellowship Church 2010 - 2013
Gannett April 2007 - August 2009
Fidelity Investments September 2006 - February 2007
Skills
Photography, Natural Lighting, Studio Lighting, Apple Aperture, Lightroom, Photoshop, Final Cut Pro, Training, Curriculum Development, Personal Development, Personal Training, Video, Aperture, Mac, Social Media Marketing
Education
Northern Kentucky University 2004 — 2008
Bachelor of Fine Arts (B.F.A.), Commercial Photography
Huntington College 2003 — 2004
Bachelor of Fine Arts (B.F.A.), Graphic Design
INTAC September 2013 - July 2015
RedMica October 2011 - September 2013
PlumChoice October 2009 - October 2011
PatientKeeper January 2009 - July 2009
Hiatus Inc. February 2008 - January 2009
Applix January 2006 - January 2008
Unica February 2002 - September 2005
Genesys Labs (Alcatel) June 1999 - September 2000
Fidelity Investments October 1993 - June 1999
Education
University of Illinois at Urbana-Champaign 1976 — 1981
PhD, MS
Indian Institute of Management, Calcutta 1973 — 1975
MBA
Ontario Municipal Employees Retirement System June 2013 - Present
Ontario Municipal Employees Retirement System September 2010 - May 2013
Fidelity Investments October 2007 - June 2009
VFMY Chartered Accountants February 2006 - May 2006
Rynet August 2003 - February 2004
Skills
Pension Administration, Defined Benefit, Microsoft Excel, Time Management, Data Analysis, OMERS Plan..., Pension Benefits Act, Benefits Administration, Pensions, Investments, Employee Benefits, Retirement, Portfolio Management, Business Analysis
Education
Humber College 2012 — 2013
Pension Plan Administration Certificate
York University 2006 — 2007
Business Administration, Accounting
Sheridan College 2004 — 2006
Business Administration, Accounting
Sheridan College 2002 — 2003
Computer Programming
Pangudi Luhur 1998 — 2001
Tarakanita
Tarakanita
Rogers Communications March 2013 - Present
Morningstar Canada July 2005 - March 2013
PI Incentives September 2000 - July 2004
Fidelity Investments May 2002 - September 2002
Fidelity Investments September 2001 - May 2002
BPI 1997 - 1999
Skills
CRM, Management, Sales, Marketing, Analysis, Investments, Mutual Funds, Customer Service, Relationship Management, Business Analysis, Banking, Insurance, Business Development, Mobile Payments, Sales Strategy, Project Management, Strategy
Education
Humber College 1992 — 1995
3, Business Management
EMPOWER Retirement September 2014 - Present
J.P. Morgan January 2013 - August 2014
PIMCO March 2008 - January 2013
Fidelity Investments December 2005 - February 2008
Ameriprise Financial May 1998 - December 2005
Hewitt Associates February 1987 - April 1998
Arthur Andersen & Co. January 1984 - January 1987
Skills
Asset Allocation, Retirement, Series 63, Series 7, Wealth Management, Investments, Mutual Funds, Asset Managment, Pensions, 401k, Alternative Investments, Retirement Planning, Asset Management, Investment Strategies, Investment Advisory, Investment Management
Education
Illinois State University 1980 — 1984
B.S., Accounting & Business Administration
Aujas Information Risk Services April 2008 - Present
Fidelity Investments June 2005 - April 2008
Cisco Systems December 2004 - May 2005
Hewlett Packard September 2001 - October 2004
Microland Ltd July 1998 - September 2001
Microline India Pvt. Ltd July 1993 - July 1998
Skills
Team Leadership, Computer Security, Product Marketing, Business Transformation, Resource Management, Information Security, Vendor Management, Pre-sales, Infrastructure..., Cloud Computing, Networking, Network Security, Security, Data Center, Telecommunications, Strategy, Penetration Testing, Virtualization, Information Technology, ISO 27001, Cisco Technologies, Governance, IT Strategy, ITIL, Management, Project Management, COBIT, IT Audit, Information Security..., Disaster Recovery, Vulnerability Assessment, CISSP, SDLC, IT Service Management, Cross-functional Team..., Business Continuity, IT Management, IT Operations, PCI DSS, Leadership, Service Delivery, Solution Architecture
Education
Indian Institute of Management, Bangalore 2007 — 2007
EGMP, General Management
University of Pune 1989 — 1993
BE, Electronics & Telecom
BRAVAS Worldwide May 2015 - Present
FOAL Consulting, LLC February 2011 - Present
avVenta Worldwide March 2009 - February 2011
Fidelity Investments August 2006 - February 2009
Cendant Corporation April 1999 - August 2006
Skills
Strategy, Start-ups, Finance, Mergers & Acquisitions, Due Diligence, SEC filings, Mergers, Financial Analysis, Restructuring, Private Equity, Strategic Financial..., Sarbanes-Oxley Act, Venture Capital, Acquisition Integration, Executive Management, Divestitures, Financial Reporting, Strategic Planning, Corporate Finance, IPO, Financial Modeling, Entrepreneurship, Internal Controls, Leadership, Forecasting, Corporate Development, Management Consulting, Accounting, Business Strategy, Acquisitions, Strategic Partnerships, GAAP, Valuation, Investor Relations, Investments, Integrity, Revenue Recognition, Corporate Governance, Sarbanes-Oxley, Turn Around Management, Business Planning, Financial Structuring, Venture Financing, E-commerce, Manufacturing, Mobile Applications, Cost Accounting, International Finance, Debt & Equity Financing, P&L Responsibility
Education
Seton Hall University 1996 — 1998
Master's Degree, Taxation, Magna Cum Laude
Husson University 1983 — 1987
BS, Public Accounting
Global Capital Ltd. February 2015 - Present
ContextMedia, Inc. July 2014 - February 2015
Grainger June 2013 - June 2014
Fidelity Investments June 2012 - August 2012
Camping World and Good Sam June 2012 - July 2012
Global Capital Ltd. 2010 - 2011
Skills
Microsoft Office
Education
Illinois State University 2009 — 2013
LearningLens Inc. September 2013 - Present
Lavender Magazine January 2014 - Present
Fredrickson Learning October 2012 - September 2013
Fredrickson Learning November 2011 - October 2012
Fredrickson Learning October 2010 - November 2011
Caesars Entertainment Corporation August 2008 - August 2010
Caesars Entertainment Corporation 2007 - August 2010
Caesars Entertainment Corporation February 2008 - July 2008
Caesars Entertainment Corporation June 2007 - February 2008
Fidelity Investments December 2006 - March 2007
Skills
Microsoft Office, Adobe Software, Filemaker Pro, Apple Macintosh, Excel, PowerPoint, Outlook, Access, Presenter, Photoshop, Taleo, HireDesk, Gmail, WordPress, FileMaker, Human Resources, Onboarding, Recruiting, Mac, Management, Social Media, Microsoft Excel, Training, Interviews, Software Documentation, Leadership, Employee Training, Employee Relations, Change Management, Consulting, Leadership Development, Marketing, Team Building, Customer Service, Organizational..., Organizational...
Education
Illinois State University 2004 — 2006
M.M., Music
Saint Mary's University of Minnesota 1998 — 2002
B.F.A., Musical Theatre Performance, Music
Regis High School 1994 — 1998
Fidelity Investments September 2014 - Present
Skills
SOA, Integration, Agile Methodologies, Scrum, SaaS, Web Services, Java Enterprise Edition, E-commerce, Cloud Computing, EAI, ESB, IT Strategy, Mobile Applications, Analytics, Business Intelligence, Spring, Management, High Performance..., Competitive Analysis, Solution Architecture, Managing High..., High Availability, HTML 5, Responsive Web Design, Digital Strategy, Spring Framework, SDLC, Software Project...
Education
Indian Institute of Management, Calcutta 1997 — 1999
PGDCM, Systems, Marketing
Osmania University 1993 — 1997
Bachelor of Engineering (BE), Electrical and Electronics Engineering
IBM August 2015 - Present
Fantasy Football Evoluation August 2010 - Present
Fidelity Investments March 2014 - August 2015
Verizon May 1998 - September 2013
Skills
Project Management, Project Planning, Access, Testing, Accounting, Start-ups, Business Process, Training, PMP, Accounts Receivable, Invoicing, Product Development, Account Reconciliation, Tax, Telecommunications, Budgets, Process Improvement, Management, Program Management, Business Process..., Procurement, Team Leadership, Software Documentation, Business Analysis, Integration, Cross-functional Team..., Analysis, Business Strategy, Negotiation, Vendor Management, Leadership, Networking, CRM, Team Building, Call Centers
Education
Villanova University 2012 — 2013
Master Certificate of Project Management, Project Management
University of Phoenix 2007 — 2009
Masters of Business Administration (MBA), Business Administration
North Carolina State University 1998 — 2001
Certificate of Computer Programming, Computer Programming
State University of New York at Oswego 1993 — 1996
Bachelors of Science, Accounting
Hudson Valley Community College 1990 — 1992
Associates of Science, Business Administration
Columbia High School 1987 — 1990
TD Ameritrade, Inc. July 2013 - Present
Wells Fargo Advisors December 2005 - July 2013
Fidelity Investments July 2004 - December 2005
Skills
Investments, Sales, Financial Advisory, Leadership, Finance, Financial Services, Insurance, Retirement Planning, Retirement, Business, Series 7, Series 63, Series 9, Series 10, CRPC, Mutual Funds, ETFs, Portfolio Management, Wealth Management..., Equity Trading
Education
Humboldt State University
B.A. Degree, Business and Communications
University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General
Fidelity Investments October 1996 - December 2014
TIG Insurance May 1988 - July 1996
Skills
C#, Visual Studio, XML, Agile Methodologies, SDLC, SQL, Web Services, ClearCase, Java, Oracle, Sybase, Websphere, SOA, DB2
Education
Humboldt State University
Bachelor of Science (B.S.), Forestry
GTECH, a subsidiary of International Game Technology PLC July 2015 - Present
Hult International Business School September 2013 - August 2014
Fidelity Investments July 2010 - April 2013
Fidelity Investments May 2008 - July 2010
State Street August 2006 - May 2008
Skills
Portfolio Management, Valuation, Corporate Actions, Equities, Finance, Securities, Investment Banking, Fund Accounting, Trading, Bloomberg, Banking, Fixed Income, Financial Services, Financial Analysis, Mutual Funds, Management, Financial Modeling, Global Strategy..., Global Strategy, International Marketing, Leadership, New Market Analysis, Consulting Methodology, Corporate Finance, Data Analysis, PowerPoint, Marketing, Analysis, Business Analysis, Microsoft Office, Microsoft Excel, Process Improvement, Business Process..., Investments, Strategy, Business Strategy, Strategic Planning
Education
Hult International Business School 2013 — 2014
Master of Business Administration (M.B.A.)
Providence College 2002 — 2006
BA, Economics
Lincoln School
OMERS September 2015 - Present
OMERS May 2015 - Present
OMERS April 2014 - Present
OMERS March 2013 - April 2014
OMERS September 2010 - February 2013
Fidelity Investments January 2007 - November 2009
Fidelity Investments January 2006 - December 2006
Fidelity Investments September 2004 - December 2005
Skills
Pension Administration, Defined Benefit, Policy, Long-term Customer..., Retirement Benefits, Pension Funds, Employee Benefits, Retirement, Business Analysis, Risk Management
Education
Humber College 2013 — 2014
Pension Plan Administration Certificate, PPAC
Seneca College of Applied Arts and Technology 1999 — 2003
Business Administration, Management and Operations
Fidelity Investments 2010 - Present
Fidelity Investments 2006 - 2010
Fidelity Investments 2000 - 2006
Al Mulla Group, Kuwait 1989 - 2000
Skills
Vendor Management, Enterprise Architecture, Strategy, Business Analysis, Project Planning, Agile Methodologies, Database Design, Leadership, SDLC, Architectures, IT Strategy, Architecture, Software Project..., Data Warehousing
Education
Indian Institute of Management, Bangalore
Master of Business Administration (M.B.A.), Systems & Finance
National Institute of Technology Karnataka
Bachelor of Technology (BTech), Mechanical Engineering
Fidelity Investments August 2012 - Present
Ernst & Young June 2001 - July 2012
Texas A&M University September 1999 - May 2001
Skills
EA, FSA, Actuarial, Valuation, Financial Modeling
Education
Texas A&M University 1999 — 2001
Master of Science, Mathematics
Illinois Wesleyan University 1995 — 1999
Bachelor of Arts, Mathematics and Music
Fidelity Investments September 2012 - June 2015
Fidelity Investments September 2004 - September 2012
Fidelity Investments October 2002 - September 2004
TD July 1992 - December 2002
Fidelity Investments December 2001 - October 2002
Fidelity Investments October 2000 - December 2001
Fidelity Investments October 1999 - October 2000
Osler, Hoskin & Harcourt LLP August 1998 - October 1999
Sutton Group September 1995 - September 1996
Skills
Human Resources, Budgets, Sales, Management, Training, Leadership, Relationship Management
Education
Seneca College of Applied Arts and Technology 1996 — 1998
Legal Assistant Diploma
University of Toronto Mississauga 1993 — 1995
History and Philosophy
Humber College
HR Management
Fidelity Investments February 2015 - Present
kbs+ toronto September 2014 - January 2015
TAXI November 2013 - September 2014
Capital C December 2012 - November 2013
Cohn & Wolfe April 2010 - December 2012
Skills
Media Relations, Public Relations, Strategic Communications, Communications Planning, Crisis Communications, Corporate Communications, Social Media, Event Planning, Marketing Communications, Social Media Marketing, Internal Communications, Event Management, Social Media Measurement, Blogging, Social Networking, Social Media Strategist, Blogger Relations, Spokesperson, Media Trained, Digital Strategy, Creative Direction, Strategy, Content Development, Content Strategy, Digital Marketing, Advertising
Education
The University of Western Ontario 2005 — 2009
Double Honours, English Literature and Political Science
Humber College 2009 — 2010
Honours, Public Relations
McGraw-Hill Higher Education March 2014 - Present
McGraw-Hill Higher Education August 2012 - February 2014
COUNTRY ® Financial September 2011 - July 2012
Ulta September 2010 - July 2012
Business Week September 2011 - April 2012
Fidelity Investments June 2011 - August 2011
Bloomington Extreme Indoor Football January 2011 - May 2011
Skills
Data Analysis, Corporate Finance, Financial Analysis, Event Planning, Strategic Analysis, Project Planning, Financial Reporting, Access, Excel, Organizational..., Analysis, Microsoft Excel, Microsoft Office, Time Management, Process Improvement, Management, Leadership, Customer Service
Education
Illinois State University 2010 — 2012
Business Administration and Finance, Business Management, Financial Management and Planning
Western Illinois University 2008 — 2010
N/A, General Education
Maine West High School 2004 — 2008
St. Emilys
Sun Life Global Investments May 2014 - Present
IFDS July 2013 - March 2014
Fidelity Investments November 2012 - April 2013
Europcar March 2003 - November 2009
Skills
Microsoft Office, Mutual Funds, Customer Service, Economics, Financial Planning, Canadian Securities..., Strategic Financial..., French, Investment Strategies, Investments, Strategic Planning, Teamwork, Financial Analysis, Financial Services, Finance, Accounting, Risk Management
Education
Humber College 2011 — 2012
Financial Planning Postgraduate Certificate, with Honours, Financial Services
Université du Québec à Trois-Rivières 2010 — 2011
Master of Arts (M.A.), Finance
University of Geneva 2005 — 2007
Bachelor of Science in Economics, Econometrics and Quantitative Economics
Midtown Media June 2004 - Present
Richard Paul Concert January 2003 - Present
Richard Paul Concert Artists July 2003 - March 2006
Elliott & Page Mutual Funds January 2002 - January 2002
Fidelity Investments January 1998 - January 2001
Amazonika Inc January 1997 - January 1997
CAN-AM MERCHANDISING January 1996 - January 1997
WARD BECK SYSTEMS LTD January 1990 - January 1993
Skills
Advertising, Purchasing, Promotions, Marketing Communications, Online Marketing, Microsoft Office, Direct Marketing, Social Media, Sales, Marketing, Leadership, Event Management, Management
Education
Humber College
Marketing and Business Management, Marketing and Business Management
Humber College
Graduate Diploma, Business Management
Humber College
Graduate Diploma, Marketing
Fidelity Investments November 2013 - Present
Education
Illinois Wesleyan University
Bachelor of Science (Cum Laude)
Standard Life Investments February 2015 - Present
Standard Life Investments March 2014 - January 2015
Aurion Capital Management Inc. May 2009 - February 2014
Fidelity Investments March 2004 - December 2007
UBS Global Asset Management Canada (formerly RT Capital Management) September 1985 - September 2003
Skills
Investment Strategies, Wealth Management, Asset Allocation, Institutional Sales, Strategic Financial..., ETFs, Portfolio Management, Retirement, Private Equity, Financial Markets, Financial Services, Equities, Alternative Investments, Risk Management, Financial Advisory, Valuation, Investments, Mutual Funds, Securities, Business Development, Fixed Income, Financial Modeling, Capital Markets, Retirement Planning, Investment Banking, Investment Advisory, Defined Benefit, Hedge Funds, Bonds
Education
The University of Western Ontario - Richard Ivey School of Business 1982 — 1984
BA, Honors Business Administration
Huron University College 1980 — 1982
Fidelity Investments September 2012 - Present
Skills
Certified Scrum Master, Agile Project Management, Test Automation..., Software Project..., Testing, Test Management, Quality Center, Test Planning, Requirements Analysis, SDLC, Global Delivery
Education
Indian Institute of Management, Calcutta 2009 — 2009
Certificate Program in Management of Software Development, Software Project Management, B
Bharati VidyapeethShivaji University 1997 — 1999
Degree; M. C. M, Computer/Information Technology Administration and Management
Fidelity Investments August 2015 - Present
TD November 2013 - August 2015
Saint Anselm College August 2011 - January 2012
Starbucks March 2010 - December 2010
Saint Anselm College September 2009 - December 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, HTML, Research, Teamwork, Windows, English, QuickBooks, Apple, Facebook, Fundraising, Sales, Access, Event Planning, Leadership, Public Speaking, Social Media, Social Networking, Time Management
Education
Saint Anselm College 2009 — 2012
Bachelor's degree, Accounting, Philosophy (minor)
Husson University 2007 — 2009
Hampden Academy 2003 — 2007
High School Diploma, College Prepratory
DEOMOA Enterprises, LLC December 2009 - Present
Exit Right Realty February 2006 - December 2011
Long & Foster Companies August 2003 - February 2006
Fairway Title Company, Inc. September 2004 - June 2005
Fidelity Investments June 2001 - December 2002
Tellabs May 2000 - June 2001
Tuft Health Plan June 1999 - December 1999
Skills
Convey information..., Negotiate, Environmental Awareness, Speaking and writing..., New Business Development, Investment Properties, REO, Leadership, Microsoft Excel, Real Estate Transactions, Selling, Entrepreneurship, Investors, Marketing Strategy, Program Management, Move Up Buyers, Negotiation, Telecommunications, Analysis, Townhomes, Budgets, Training, First Time Home Buyers, Residential Homes, Commercial Real Estate, Short Sales, Real Estate, Team Leadership, Sellers, Relocation, Management, Project Planning, Referrals, Contract Negotiation, Public Speaking, Construction, Foreclosures, Management Consulting, Project Management, Customer Service, Business Planning, Single Family Homes, Condos, Microsoft Office, Rentals, System Administration, Non-profits, Business Strategy, Fundraising, Investments
Education
University of Massachusetts Boston 1996 — 1999
BSc, Management Information Systems
American Heart Association
First Aid Certified
Howard Community College
CPR Certified as a Healthcare Providers
Maryland Board of Nursing
Certified Medication Technician(CMT)
Maryland State Department of Education
Early Childhood Development and Care
University of Maryland(UMBC) Training Center
Certified Associate in Project Management(CAPM) Certification Preparation
University of North Texas' Workplace Inclusion & Sustainable Employment (UNTWISE)
Job Coach & Job Placement Specialist
NRI IT Solutions America September 2015 - Present
Oncor Electric Delivery September 2012 - March 2015
Oncor Electric Delivery November 2009 - September 2012
Fidelity Investments September 2005 - October 2008
Fidelity Investments September 2003 - September 2005
Fidelity Capital Markets January 2000 - September 2003
Fidelity Investments June 1997 - January 2000
Fidelity Investments June 1993 - June 1997
Fidelity Investments September 1987 - June 1993
Software Architects June 1985 - September 1987
Skills
IT Operations, Risk Management, Project Management, Information Technology, Quality Assurance, Budgets, Strategic Planning, Start-ups, Software Development, Account Management, Managerial Finance, Income Statement, Turn Around Management, Internal Controls, Databases, Leadership, Vendor Management, Business Analysis, Business Intelligence, SDLC, Integration, Program Management, Process Improvement, Requirements Analysis, Management, Change Management, ITIL, Disaster Recovery, Enterprise Architecture, IT Strategy, Enterprise Software, Analysis, Software Project..., Oracle, Business Process, Testing, Visio, Strategy, Consulting, Business Process..., Infrastructure, IT Management, PMO, Security, Cross-functional Team..., Team Leadership, Project Planning
Education
Illinois State University 1982 — 1985
Bachelor of Science, Applied Computer Science
Parkland College 1979 — 1982
Associate of Applied Science, Data Processing
American Express September 2014 - Present
GoodLife Fitness January 2014 - Present
ArtStarts July 2013 - Present
Bell October 2012 - 2013
HP Enterprise Services March 2010 - August 2012
SR&W 2011 - 2011
Morneau Shepell February 2007 - January 2009
Aon Hewitt June 2006 - November 2006
Fidelity Investments July 2004 - December 2005
Skills
Training & Development, Presenting Ideas, Process Development, Internal Communications, Creative Writing, Creative Problem Solving, Project Delivery, Project Coordination, Organizing, Goal Oriented, Employee Training, Software Documentation, Customer Satisfaction, Adult CPR, Payroll, Customer Service, Public Speaking, Training, Problem Solving, Coaching, Employee Benefits, Human Resources, Leadership, Microsoft Office, Project Management, Social Media, Team Building, Time Management
Education
Canadian School of Natural Nutrition 2014 — 2016
Registered Holistic Nutritionist, Holistic Nutrition
CanfitPro 2013 — 2013
Fitness Instructor Specialist, Fitness Instruction
University of Windsor 2000 — 2001
Communication, General
Humber College 1999 — 2000
Certificate, Liberal Arts and Sciences/Liberal Studies
George S. Henry Academy 1994 — 1999
English Language and Literature/Letters
Fidelity Investments 1998 - 2011
Skills
Mutual Funds, Securities, Investments, Fixed Income, Trading, Banking, Financial Services, Customer Service, Training Course..., Bloomberg, Microsoft Office, Analysis, Public Speaking, Project Management, Strategy
Education
Husson College 1993 — 1997
Bachelor's degree, Business Administration, Finance concentration
Husson College 1993 — 1995
Associate's degree, Accounting
reacHIRE
Professional Skills Recertification
The Mastery By Esani March 2012 - Present
Esani Institute d/b/a Paul Mitchell The School Esani March 2007 - Present
Fidelity Investments January 2005 - March 2007
Strong Financial October 2000 - December 2004
The Hartford March 1994 - December 2000
Education
Stanford University Graduate School of Business 1991 — 1993
MBA, Strategy, Marketing, General Management
Howard University 1987 — 1990
BBA, Information Systems
Fidelity Investments April 2013 - Present
Fidelity Investments April 2013 - Present
DeVry University October 2000 - June 2011
Skills
Administrative..., Budgets, Event Management, System Administration, Management, Microsoft Excel, Process Scheduler, Customer Service, Microsoft Word, Project Planning, Outlook, Higher Education, Event Planning, Access, Training, Administration, Microsoft Office, PowerPoint, Human Resources, Leadership, Public Speaking, Staff Development, Team Building, Employee Relations, Supervisory Skills
Education
Illinois State University
Yahoo! March 2013 - Present
Yahoo! August 2008 - February 2013
Fidelity Investments April 2006 - July 2008
Tech Mahindra October 2004 - March 2006
Skills
Product Management, Strategy, Software Project..., Product Development, Go-to-market Strategy, Market Research, E-commerce, Databases, Market Analysis, Analytics, Agile Methodologies, Mobile Devices, Pre-sales, SaaS, Business Intelligence, Cloud Computing
Education
Indian Institute of Management, Bangalore 2009 — 2011
PGSEM, MBA
Bangalore institute of Technology
Kendriya Vidyalaya
Hollister Incorporated April 2013 - Present
CDW LLC August 2012 - April 2013
CDW January 2010 - August 2012
Fidelity Investments April 2008 - December 2009
Aon Hewitt October 2006 - April 2008
Aon Hewitt February 2002 - September 2006
Aon Hewitt January 1998 - January 2000
Skills
Financial Analysis, Healthcare Compliance, Budget Development, Project Management, Training, Data Analysis, Customer Service, Databases, Employee Benefits, Benefits Administration, PeopleSoft, HRIS, Vendor Management, Talent Acquisition, Performance Management, Human Resources, Deferred Compensation, Employee Relations, Onboarding, Process Improvement, Talent Management, Applicant Tracking..., Employee Engagement, Management, Policy, Employee Training
Education
Illinois State University 1994 — 1998
Bachelor of Science, Business Management (Organizational Leadership)
CBCI Telecom June 2014 - Present
Solidifi November 2009 - May 2014
Fidelity Investments September 2005 - July 2009
Walker Information October 1999 - August 2005
Skills
Diligent, People Skills, Team Leadership, Leadership, Management, Problem Solving, Customer Satisfaction, Employee Benefits, SDLC, Market Research, Insurance, Relationship Management, Building Relationships, Customer Retention, Customer Service, Selling, Account Management, Interpersonal Skill, Interpersonal..., Corporate Communications, Communication Skills, Escalation Resolution, Customer Escalation..., Manage Client..., Sales, Mortgage Lending, Vendor Management, Team Building, Loans, Business Development, Escalations Management, CRM, Communication
Education
Canadian Association of Accredited Mortgage Professionals - CAAMP 2013 — 2013
Ontario Mortgage Agent License, Real Estate
Humber College 1997 — 1999
Business Management Diploma, Business Management
Langara College
Professional Sales Certificate, Selling Skills and Sales Operations
TD May 2014 - Present
Thirty-One Gifts March 2012 - Present
TD October 2012 - May 2014
Creative Energy LLC March 2012 - September 2012
Fidelity Investments March 2000 - February 2012
DOLPHIN RESOURCE GROUP January 2000 - March 2000
USDA May 1998 - January 2000
Skills
Customer Relations, Microsoft Office, 401k, Regulatory..., Presenter, Group Presentations, Group Management, Project Management, Regulations, Customer Service, Leadership, Financial Services, Relationship Management, Investments, Process Improvement, Mutual Funds, Management
Education
University of Phoenix 2012 — 2013
Graduate Certificate, Human Resources Management, 93
University Of Phoenix, Online 2010 — 2011
Masters, Psychology
Husson University 1995 — 1999
Bachelor of Science, Business Administration, Finance
Fidelity Investments January 2014 - Present
Fidelity Investments May 2011 - January 2014
Fidelity Investments July 2008 - April 2011
Fidelity Investments December 2005 - June 2008
I2 Technologies November 2004 - December 2005
Cognizant Technology Solutions July 2001 - November 2004
Skills
Program Management, People Management, Software Development, Portfolio Management, SOA, Java Enterprise Edition, Agile Methodologies, Oracle RAC, Spring, Mule ESB, RESTful architecture, Management, Hibernate, Web Services, Software Engineering, SDLC, Software Project..., Requirements Analysis, Integration, Spring Framework
Education
Indian Institute of Management, Kozhikode 2010 — 2012
ePGP, Finance, Strategy, 3.44
Pondicherry University 1997 — 2001
B.Tech, Electrical and Electronics Engineering, Distinction
Burgundy Asset Management August 2013 - Present
Manulife Asset Management March 2011 - July 2013
Fidelity Investments October 2010 - March 2011
Fidelity Investments April 2010 - October 2010
Questrade October 2007 - December 2009
Skills
Product Development, Mutual Funds, Asset Managment, Equities, Fixed Income, Capital Markets, Alternative Investments, Investments
Education
CFA Institute 2008 — 2010
Humber College 2006 — 2007
Graduate Diploma, Finance & Marketing Management
The University of Western Ontario 2002 — 2006
BA
Mercy Hospital April 2015 - Present
Fidelity Investments July 2014 - March 2015
Eastern Maine Medical Center July 2013 - July 2014
Skills
Customer Service, Healthcare Information..., Microsoft Excel, Microsoft Word, Leadership, Allscripts, Cerner, Appointment Scheduling
Education
Husson University 2008 — 2013
Bachelor's Degree, Business Administration and Management, General, Cum Laude
Husson University 2008 — 2013
Bachelor's Degree, Healthcare Studies, Cum Laude
American Beacon Advisors June 2015 - Present
Fidelity Investments April 2014 - May 2015
Edward jones May 2012 - April 2014
Education
Illinois State University 2009 — 2012
Bachelor's degree, Accounting and Finance
The MathWorks August 2012 - Present
JNJ Mobile (www.MocoSpace.com) September 2010 - August 2012
Fidelity Investments November 2008 - September 2010
Rave Wireless January 2007 - October 2008
Rave Wireless August 2005 - June 2006
Skills
Java, JavaScript, HTML, HTML 5, CSS, Web Services, JAX-WS, Selenium, mixpanel, Facebook API, Full SDLC, Java Security, Java Web Services, Resin, Tomcat 5, SQL, PostgreSQL, Agile Methodologies, JSP development, Ant, Jenkins, Websphere, CVS, SVN, ClearCase, spring, Struts, Play Framework, Memcached, JUnit, Quartz, Servlets, AJAX, Web Applications, Tomcat, Hibernate, XML, jQuery, Software Engineering, Groovy, REST, Databases, Maven, JSP, Spring Framework
Education
Illinois Institute of Technology 2004 — 2006
Master of Science (M.S.), Electronics and Computer Engineering
Ramrao Adik Institute of Technology 2000 — 2004
BE, Electronics
High School 1996 — 1998
Fidelity Investments September 2015 - Present
Oracle February 2014 - May 2015
Fidelity Investments February 2007 - February 2014
Oracle Corporation February 2006 - January 2007
Wipro Technologies June 2004 - February 2006
Genpact November 2002 - December 2003
Infosys Technologies June 1998 - September 2002
Skills
Business Analysis, Analytics, Business Intelligence, Solution Architecture, Oracle E-Business Suite, Oracle, Enterprise Software, Integration, Program Management, Financial Modeling, Consulting, SDLC, Data Modeling, Financial Services, Management, Systems Analysis, Business Process..., Project Management, Finance, Business Process..., Solution Design, Business Process, Management Accounting, Requirements Gathering, Requirements Analysis, Financial Reporting, MIS, Data Analysis, Business Architecture, IT Strategy, Enterprise Architecture, Software Project..., Vendor Management, Activity Based..., Oracle General Ledger, Financial Accounting, Financial Systems..., Managerial Finance
Education
Indian Institute of Management, Calcutta
MBA, Finance
National Institute of Technology Karnataka
BS, Mechanical Engineering
RMD Capital January 2011 - Present
Infinium Capital Management February 2005 - November 2010
EBS 2002 - 2004
anixter 2000 - 2002
Fidelity Investments September 1998 - September 2000
Skills
Derivatives, Finance, Commodity, Options, Fixed Income, Hedge Funds, Accounting, Trading, Electronic Trading, Equities, Trading Systems, Proprietary Trading, Trading Strategies, Bloomberg, Financial Markets, Risk Management, Change Management
Education
Illinois Institute of Technology 2003 — 2005
Masters, Finance
Marquette University 1995 — 1998
Bachelors, accounting
Marquette University High School 1990 — 1994
Covington
bayside
OMERS May 2014 - Present
OMERS June 2009 - May 2014
Fidelity Investments October 2007 - June 2009
Skills
Pensions, Pension Administration, Defined Benefit, Retirement, Employee Benefits, Pension Funds
Education
Humber College 2011 — 2013
Pension Plan Administration Certificate (PPAC)
Manhattanville College 2003 — 2007
BA, Finance
University of Colorado Health July 2014 - Present
The Colorado Health Foundation June 2013 - June 2014
Rush University Medical Center August 2009 - May 2013
Rush Medical College May 2010 - August 2010
Northwestern University June 2007 - June 2009
Skin, Vein, and Cosmetic Surgery LLC October 2007 - April 2008
Fidelity Investments June 2004 - August 2004
Chicago Board of Trade June 2003 - August 2003
Skills
PCR, Cell Culture, Western Blotting, Flow Cytometry, RT-PCR, RNA isolation, Tissue Culture, Stem Cells, Histology, DNA, Gel Electrophoresis, Protein Chemistry, Laboratory, Animal Work, Clinical Research, Medicine, Healthcare, Data Analysis, Public Health, Molecular Biology, Research, Hospitals, Clinical Trials, Surgery, Cell Biology, Public Speaking
Education
Rush Medical College of Rush University Medical Center 2009 — 2013
MD, Medicine
Loyola University of Chicago 2006 — 2008
Post, Baccalaureate
Illinois Wesleyan University 2002 — 2006
BA, Accounting
Homewood-Flossmoor High School 1998 — 2002
Fidelity Investments April 2014 - Present
Capital One August 2012 - April 2014
Caterpillar Inc. March 2012 - August 2012
COUNTRY Financial® March 2008 - December 2011
Peoria Journal Star 2006 - 2008
Skills
Web Design, Photoshop, HTML, CSS, Graphic Design, Illustrator, Dreamweaver, JavaScript, WordPress, User Interface Design, Adobe Creative Suite, Web Development, Film Production, Film Actor, Acting, Accessibility, Short Films, User Experience, jQuery, HTML 5, User Interface, CMS, Website Development, Digital Media, XHTML, AJAX, Usability, Web Applications, Adobe Acrobat, Web Services, Front-end, Video Production, Customer Service, Microsoft Office, Public Speaking, Social Media, Leadership, Editing, Program Management, Project Management, SDLC, Management
Education
Illinois State University 2003 — 2006
Fidelity Investments October 2006 - Present
ACS, a Xerox Company August 2005 - October 2006
Mellon Financial Corporation October 2000 - August 2005
Skills
Employee Benefits, Benefits Administration, Customer Service, Call Centers, Financial Services, Defined Benefit, Retirement, Microsoft Excel, Performance Management, Client Services, Vendor Management, Business Analysis, Strategic Planning, HRIS, Employee Relations, Employee Training, Microsoft Office, Process Improvement, Team Leadership, Budgets, Leadership, Multi-tasking, Benefits, Call Center, Technical Recruiting, Benefit Administration, Reporting & Analysis, Data Analysis, Process Flow...
Education
University of Phoenix 2011 — 2011
Graduate Human Resources Certificate, Human Resources
University of Phoenix 2006 — 2008
Masters of Business Administration (MBA), Business Administration
North Carolina Central University 1995 — 1999
BBA, Accounting
Howard University 1994 — 1995
Durham High 1990 — 1994
Decision Matrix October 2012 - Present
ThoughtFocus Technologies June 2014 - May 2015
Barclays November 2012 - December 2013
Tata Consultancy Services April 2008 - October 2012
BearingPoint June 2004 - March 2008
JP Morgan Chase February 2003 - June 2004
GlobalNetXchange July 2001 - February 2003
Ventro September 2000 - April 2001
Marimba April 1999 - September 2000
Fidelity Investments September 1993 - April 1999
Skills
Strategy, IT Strategy, Risk Management, Product Management, Project Management, Business Development, Business Analysis, Management, Mobile Devices, Integration, Enterprise Software, Software Development, Governance, Solution Architecture, Start-ups
Education
Indian Institute of Management, Ahmedabad
MBA
Indian Institute of Technology, Bombay
B. Tech
St. Vincent's
High School
Fiserv November 2014 - Present
Fidelity Investments February 2012 - October 2014
Bank of America January 2011 - November 2011
Saxon Mortgage a.k.a Morgan Stanley Credit Corporation June 2010 - January 2011
Wipro Limited January 2006 - June 2010
Cognizant Technology Solutions September 2003 - December 2005
Oracle Financial Services Software Ltd February 2000 - July 2003
Skills
Portfolio Management, Program Management, Project Portfolio..., SDLC, Banking and Financial..., Credit, Offshoring, Credit Cards, Banking, Mortgage Servicing, Mortgage Loan..., Auto Finance, Brokerage, Trading Systems, Management, Project Management, Business Analysis, Vendor Management, Finance, Requirements Analysis, Process Improvement
Education
Indian Institute of Management, Lucknow 1998 — 2000
MBA, Finance
C.R State College of Engineering 1993 — 1997
B.E, Chemical Engineer
Project Management Institute, PMI
Project Management professional, PMP
Scrum Alliance
Certified Scrum Master, CSM
Summer Fields School
Urban Partnership Bank November 2011 - Present
Merrill Lynch March 2010 - May 2011
Pacific Coast Bankers' Bank October 2007 - February 2010
Bridger Commercial Funding February 2006 - October 2007
Fidelity Investments December 2004 - January 2006
Aon January 2002 - November 2002
The Marmon Group April 1999 - January 2002
American Express June 1995 - April 1999
Skills
Board of Directors -..., Turnaround Management..., Portfolio Management, Loans, Credit, Finance, Due Diligence, Financial Modeling, Financial Analysis, Investments, Valuation, Financial Risk, Underwriting, Loan Origination, Cash Management, Structured Finance, Financial Services, Cash Flow
Education
Illinois Institute of Technology 2003 — 2004
Master of Business Administration (MBA), Business Administration and Management, General, 3.5
San Diego State University-California State University 1990 — 1995
Bachelor's degree, Accounting and Finance
Fidelity Investments February 1996 - Present
Electronic Data Systems May 1991 - January 1996
SystemOne August 1987 - May 1991
Eastern Air Lines, Inc. August 1979 - July 1987
Skills
Competitive Analysis, Product Management, Cross-functional Team..., Data Center, Business Analysis, Program Management, Financial Services, Analysis, Analytics, Agile Methodologies, Vendor Management, Mutual Funds, SDLC, Product Marketing, Project Management, SaaS, Business Intelligence, IT Strategy, Requirements Analysis, Enterprise Architecture, Software Project..., Project Portfolio..., Cloud Computing, Integration, Agile Project Management
Education
Imperial College London 1975 — 1978
Royal Military Academy
Fidelity Investments June 2015 - Present
Fidelity Investments April 2015 - June 2015
Fidelity Investments October 2014 - March 2015
The Foundation for Safer Athletic Fields for Everyone May 2013 - September 2013
Sports Turf Managers Association May 2013 - September 2013
The University of Kansas- Center for Research and Data Analysis February 2012 - January 2013
Ink! Coffee March 2012 - August 2012
Douglas County Court August 2011 - February 2012
Meridian Golf Club May 2010 - August 2010
Skills
International Relations, PowerPoint, Microsoft Excel, Teamwork, Customer Service, Financial Analysis, Computer Proficiency, International Business, Project Planning, Capital Budgeting, Networking, SPSS, Corporate Finance, Sports Marketing
Education
Hult International Business School 2013 — 2014
Master's of International Business (MIB), Finance
The University of Kansas 2009 — 2013
Bachelor's Degree, Psychology, Minor: Business
IQS Business School of the Ramon Llull University 2011 — 2011
Study Abroad
Cherry Creek High School 2005 — 2009
Scottrade April 2015 - Present
Core Logic Consulting LLC February 2011 - September 2012
BNY Mellon September 1998 - February 2011
Simmers Capital June 1995 - September 1998
Fidelity Investments August 1990 - April 1995
Skills
Onboarding, Banking, Securities, Asset Managment, Mutual Funds, Investments, Financial Services, Screening, Risk Management, Relationship Management, Finance, Strategic Financial..., Equities, Fixed Income, Customer Service, Coaching, Delegation, Time Management, Conflict Resolution, Sales Management, Budgets, Seminars, Human Resources, Interviewing Skills, tax deferred anuities, Retirement Planning, Great Motivator, Teamwork, Smart Goals, Compliance, Production Managment, Leadership Development, Corrective Actions, Performance Reviews, Flexible to Change, Kaizen Leadership, Team Leadership, Team Building, Closing Abilities, Sales Presentation..., Professional Mentoring, Mentoring Of Staff, Strategy, Hiring, Management, Loans, Asset Management, Leadership, Training, Performance Metrics
Education
University of North Texas 1984 — 1989
BBA, Finance
Illinois Central College 1984 — 1984
Western Illinois University 1983 — 1984
Richwoods High School 1979 — 1983
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
National Bank Investments April 2015 - Present
Desjardins Financial Security December 2013 - March 2015
Fidelity Investments January 2010 - July 2013
Fidelity Investments August 2006 - January 2010
Tricycle Asset Management February 2003 - July 2006
BMO Nesbitt Burns February 2002 - February 2003
State Farm Insurance November 1998 - February 2002
TD May 1998 - November 1998
Skills
Mutual Funds, Investments, Wealth Management, Asset Allocation, Asset Managment, Investment Strategies, Portfolio Management, Securities, Insurance, Retirement, Alternative Investments, Business Strategy, Financial Analysis, Retirement Planning, Equities, Trading, Investment Advisory, Risk Management, Financial Advisory, Strategic Financial..., Financial Services, Fixed Income, Credit, ETFs, Asset Management
Education
University of Toronto - Rotman School of Management 2007 — 2008
MBA
Seneca College of Applied Arts and Technology 2006 — 2007
Certificate Diploma
Humber College 1997 — 1998
Certificate Diploma
York University 1993 — 1997
BA (Hons)
Fidelity Investments September 2015 - Present
Fidelity Investments June 2013 - September 2015
Grant/Morgan Associates November 2012 - June 2013
The Webster Group February 2012 - November 2012
Santa Clara University March 2009 - October 2010
Santa Clara University March 2008 - January 2009
Omni Hotels June 2007 - December 2007
Blue Cross Blue Shield of Massachusetts May 2002 - August 2006
Skills
Microsoft Office, Adobe Acrobat, Adobe Creative Suite, Event Management, Fundraising, Social Media, Public Relations, Public Speaking, Team Leadership, Recruiting, Marketing, Management
Education
Santa Clara University 2007 — 2011
Bachelor of Science, Management
The Hockaday School of Dallas 2003 — 2007
High School Diploma
Imperial College London
Business Ethics
Fidelity Investments October 2014 - Present
Lerner, Sampson & Rothfuss October 2011 - May 2014
McKinley Mortgage October 2010 - November 2011
Nancy's Pizzeria January 2005 - August 2011
Campus Property Management August 2007 - May 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Finance, Outlook, Microsoft Word, Property Management, Accounting, Credit, Spreadsheets, Invoicing
Education
University of Illinois at Urbana-Champaign 2007 — 2010
BS, Finance
Illinois State University 2006 — 2007
Bachelor of agricultural consumer economics and finance, Mathematics education
Microsoft August 2012 - Present
Citrix Systems January 2010 - August 2012
Wellington Management 2009 - January 2010
Fidelity Investments April 2007 - December 2008
DeVA Systems Group October 2006 - April 2007
Renaissance Insurance Group August 2000 - September 2006
Loomis Sayles July 1999 - August 2000
Skills
Terminal Services, Hyper-V, App-V, Windows 8, RDS, XenApp, XenDesktop, Citrix, Systems Analysis, Citrix Metaframe, Solution Selling, Application..., Microsoft Technologies, SCCM, System Deployment, Systems Management, Windows 7, Pre-sales, IT Strategy, Windows, Infrastructure, Terminal Server, Cloud Computing
Education
Husson University 1998 — 2002
B.S., Computer Information Systems
Husson University 1995 — 1998
A.S., Public Accounting
Carlisle & Gallagher Consulting Group January 2009 - Present
Fidelity Investments May 1987 - July 2008
Bank of America/RepublicBank Texas May 1982 - May 1987
Southern Illinois University May 1976 - May 1982
Skills
SDLC, PMO, Banking, Application Development, Integration, Program Management, Application Design, Resource Management, Financial Systems..., Financial Systems, Financial Services, Software Development, Cross-functional Team..., Business Intelligence, Leadership, CRM, Process Improvement, Vendor Management
Education
Southern Methodist University 1983 — 1986
MBA
Illinois College
BA
Northern Illinois University
MS
Accenture October 2010 - Present
SSP July 2010 - October 2010
Pure Testing October 2008 - July 2010
Fidelity Investments June 2007 - October 2008
Accenture July 2005 - June 2007
Quark Media House December 2004 - July 2005
Cyber Media Digital November 2003 - December 2004
Sonal Infosoft April 2000 - November 2003
Skills
Testing, Team Management, Project Management, Consulting, Training, Capacity Planning, Test Management, Test Methodologies, Manual Testing, Test Planning, SDLC, Test Automation, Quality Center, Requirements Analysis, Regression Testing
Education
Indian School of Business 2012 — 2013
AMDA, Management, NA
Indian Institute of Management, Ahmedabad 2007 — 2008
AGMP, Executive MBA
Sikkim Manipal University of Health, Medical and Technological Sciences 2003 — 2005
MBA, Information Technology and Marketing
Jagannath International Management School 1999 — 2003
MCA, MCA
Institute of Management Studies, Ghaziabad 1996 — 1999
BBA, Marketing
St. Xavier School - Delhi 1980 — 1996
High School, ED
Fidelity Investments July 2011 - Present
Skills
Mutual Funds, Business Strategy, Asset Managment, Marketing Strategy, Equities, Investments, Strategic Planning, Alternative Investments, Business Planning, Mergers & Acquisitions
Education
Hult International Business School 1994 — 1995
MBA
Trinity College-Hartford 1987 — 1991
BA
St. George's College 1982 — 1986
St. Andrew's Scots School 1978 — 1981
Infosys Consulting, Inc. May 2011 - Present
Goldman Sachs March 2009 - May 2011
Capco @ Symphony Services, August 2008 - February 2009
Fidelity Investments November 2004 - August 2008
DSL Software April 2000 - October 2004
IBM Global Services India 1998 - 2000
IBM India 1996 - 1998
Skills
Business Analysis, Global Delivery, SDLC, Software Project..., Program Management, Solution Architecture, Requirements Analysis, Agile Methodologies, Offshoring, Pre-sales, IT Strategy, Vendor Management
Education
Indian Institute of Management, Bangalore 2002 — 2005
PG, Software Enterprise Management
National Institute of Technology Karnataka 1992 — 1996
BE, Electronics & Communication
Karnatak Science College, Dharwad 1991 — 1992
PUC, PCMS
KE Boards High School, Dharwad 1989 — 1990
SSLC, SSLC
Sindhi High School, Bangalore 1985 — 1989
CBSE, Secondary School
St. Josephs High School, Dharwad 1980 — 1985
SSLC, SSLC
NCR Corporation 2010 - Present
Lion Apparel April 2008 - March 2010
Fidelity Investments 2006 - 2008
Clopay Building Products March 2005 - May 2006
Appshop, Inc. 2000 - 2002
Appshop Inc (Now an AT&T Company) 2000 - 2002
Skills
Oracle E-Business Suite, Order to Cash, Oracle Applications, ERP, Requirements Analysis, Business Intelligence, Software Project..., SDLC, Business Analysis, Oracle, PL/SQL, Solution Architecture, Integration, Business Process, Oracle HR, Business Process..., Databases, Program Management, Vendor Management, Order Management, PMP, Requirements Gathering
Education
Indian Institute of Management, Bangalore 1996 — 1998
MBA, Business Administration and Management, General
National Institute of Technology Karnataka 1988 — 1992
BE
PIRA Energy Group April 2014 - Present
Mu Sigma May 2013 - April 2014
Barclays Capital September 2006 - May 2013
Sequoia Capital April 2006 - August 2006
Boston Avenue Capital September 2005 - January 2006
Fidelity Investments April 2005 - June 2005
Evalueserve June 2001 - June 2004
Skills
Financial Modeling, VBA, Equities, Commodity Markets, Risk Management, Analysis, Commodity, Proprietary Trading, Equity Research, Natural Gas, Portfolio Management, Derivatives, Decision Sciences, Aurora, Financial Risk, Quantitative Modeling, Commodities, Consulting, Data Analytics, Power Trading, Operations Research, SQL, SAS, Trading, Trading Strategies, Energy Markets, Start-ups, Statistical Modeling, Data Science, Big Data, Machine Learning, Product Innovation, R, Python
Education
Indian Institute of Management, Ahmedabad 2004 — 2006
MBA, Business, Finance, Quantitative Methods, Operations Management
Richard Ivey School of Business 2005 — 2005
MBA, Finance, International Exchange Program
Indian Institute of Technology, Delhi 1997 — 2001
B. Tech., Chemical Engineering
Bal Bharati Public School
Fidelity Investments February 2006 - Present
Education
Indian Institute of Management, Bangalore
EGMP
Maulana Azad National Institute of Technology
Fidelity Investments January 2007 - Present
Fidelity Investments November 2004 - January 2007
Fidelity Investments July 1998 - November 2004
The Hartford 1994 - 1998
Skills
SDLC, Agile Methodologies, Software Project..., Enterprise Architecture, Data Warehousing, PMP, Databases, SOA, IT Strategy, Oracle, Requirements Analysis, Business Intelligence, Software Development, SQL, Business Analysis
Education
Indian Institute of Science
Masters in Engineering
National Institute of Technology Tiruchirappalli
Bachelor of Engineering, Mechanical Engineering
Morningstar September 2015 - Present
Morningstar Canada December 2011 - Present
RL Solutions November 2010 - December 2011
Fidelity Investments November 2009 - October 2010
Fundex September 2004 - February 2010
Ryerson University May 2008 - December 2008
The Anderson Group of Governance Researchers and Advisor July 2008 - November 2008
FundTrade investments corp May 2005 - September 2006
Etobicoke Chamber Of Commerce January 2005 - June 2005
Skills
Analytical & problem..., Communication &..., Promoting Process..., Social Skills, Business Revitalization, Analytical Skills, Communication, Problem Solving, Business Analysis, Project Management, Analysis, Marketing Strategy, Business Strategy, Quality Assurance, Data Analysis, CRM, Teamwork, Training, Software Documentation, Team Leadership, Customer Service, Visio, SQL, Strategic Planning, Budgets, Microsoft Office, Strategy, Requirements Analysis, Process Improvement, Salesforce.com, Sales, Cross-functional Team..., Product Management, Market Research, Team Building, Management, Financial Analysis, Change Management, Business Intelligence, Account Management, Project Planning, Mutual Funds, Leadership, Business Process..., Microsoft Excel, New Business Development, Financial Services, Research, Time Management, Software Project...
Education
Ryerson University 2005 — 2009
Bcomm, Strategic Management
Humber College 2002 — 2005
Advanced Dipolma, Business
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Advanced Dipolma, Business Admin
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, Management Studies Certificate
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, The Small Business Certificate
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, The Canadian Institute of Management (CIM) Certificate
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, Entrepreneurial Studies Certificate
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, Business Studies Certificate
St Pauls 1999 — 2003
Diploma
St Dominics
Sapient Nitro December 2009 - Present
Fidelity Investments February 2005 - December 2009
Oracle Corporation 2004 - 2005
Skills
OBIEE, Software Project..., Oracle E-Business Suite, Oracle Applications, Solution Architecture, Oracle, Business Analysis, Performance Tuning, Unix, Business Intelligence, PL/SQL, SQL, Java Enterprise Edition, Master Data Management, Weblogic
Education
Indian Institute of Management, Calcutta
Executive Program In Business Management, Business Administration and Management, General
University of Pune
Bachelor of Engineering (B.E.), Electronics
Cabot Microelectronics January 2015 - Present
Cabot Microelectronics May 2013 - December 2014
DaVita March 2011 - November 2012
University of Toronto July 2008 - June 2010
Infosys June 2009 - August 2009
Fidelity Investments January 2005 - February 2008
Hewitt Associates October 2002 - December 2004
Hewitt Associates January 1998 - October 2002
Hewitt Associates August 1996 - January 1998
Circuit City October 1995 - August 1996
Skills
Business Analysis, Management Consulting, Change Management, Business Design, Integrative Thinking, Benefits Administration, Employee Benefits, Human-centered Design, Design Thinking, Strategy, Data Analysis, Requirements Analysis, Requirements Gathering, Strategic Thinking, Process Improvement, Analysis, Six Sigma, Software Documentation, Team Building, Management, Interviews, Quality Assurance, Project Planning, Business Strategy, Outsourcing, Operations Management, Coaching, Employee Training, Budgets, Training, Cross-functional Team..., Vendor Management, Consulting, HRIS, Testing, Business Process...
Education
University of Toronto - Rotman School of Management 2008 — 2010
MBA, Major: Consulting Area Specialization: General Management & Integrative Thinking
Illinois State University
BS, Mathematics
Fidelity Investments July 2007 - Present
Fidelity Investments June 2005 - June 2007
Fidelity Investments January 1999 - May 2005
Fidelity Investments January 1993 - December 1998
Skills
SDLC, Leadership, Program Management, Vendor Management, Business Analysis, Management, Enterprise Architecture, Financial Services, Unix, Agile Methodologies, Governance, IT Strategy
Education
Northeastern University 1979 — 1981
Master's degree, Business Administration and Management, General
Indian Institute of Science 1976 — 1978
Master's degree, Physical Engineering
National Institute of Technology Tiruchirappalli 1971 — 1976
Bachelor's degree, Mechanical Engineering
Fidelity Investments December 2005 - Present
Education
Hudson Valley Community College 1984 — 1988
Horizon Blue Cross Blue Shield of New Jersey July 2012 - Present
SENA Syatems June 2008 - 2010
Fidelity Investments 2008 - 2009
Citi 2006 - 2008
HealthMarkets 2004 - 2006
Testpros 2002 - 2004
TekInsight May 1997 - January 2002
Bankers Trust January 1995 - March 1997
Stepstone 1993 - 1995
Skills
Agile Methodologies, SOA, SDLC, Enterprise Architecture, Business Analysis, Vendor Management, Unix, XML, Java Enterprise Edition, Java, SQL, Requirements Analysis, IT Strategy, Information Security, Architectures, Databases, Integration, Oracle, Software Development, Software Engineering, Enterprise Software, Software Design, C, Identity Management, Project Management, Solution Architecture, ETL, Web Services, Data Modeling, Database Design, Distributed Systems, Linux, Tomcat, Eclipse, JavaScript, PL/SQL, Requirements Gathering, DB2
Education
Imperial College London 1975 — 1979
Bachelor of Science (BS), Computer Science
Creative Office Pavilion June 2012 - Present
Fidelity Investments June 2009 - June 2012
Fidelity Real Estate Co. LLC December 1986 - June 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Financial Services, Project Management, Management, Portfolio Management, Relationship Management, Vendor Management, Risk Management, Facilities Management, Program Management, Leadership, Analytics, Process Improvement, Business Analysis
Education
Husson College 1975 — 1979
Bachelor of Science Degree, Accounting, 3.1 grade point average for 4 years
PARI Respiratory Equipment Inc July 2007 - Present
PARI Respiratory Nasal Device Division - Midlothian VA. May 2006 - July 2007
Revlis Medical Equipment Inc June 2002 - May 2006
PARI Respiratory Equipment February 1998 - June 2002
PARI Respiratory Equipment October 1995 - February 2001
Breathe Easy Diagnostics January 1989 - October 1995
Fidelity Investments April 1986 - December 1989
Skills
Account Management, Durable Medical..., Medical Devices, Capital Equipment, Managed Care, Hospitals, Healthcare, Sales Management, Pulmonology, Selling, Sales Operations, Market Development, Sales Force Development, Leadership, Public Speaking, Sales, Salesforce Training, Team Building, Mentoring, Business Planning, Respiratory Products, Disposables, Selling Skills, Marketing Strategy, Cardiology, Start-ups, Marketing, Strategy, Management, ENT, Medical Sales
Education
Illinois College
BA
State of Florida
Real Estate Associate
iPipeline October 2008 - Present
Siemens Medical Solutions January 2008 - September 2008
Lincoln Financial Group - Employer Markets August 2006 - August 2007
Fidelity Investments August 2000 - June 2006
Commerce Insurance Company April 1990 - February 2000
Hanover Insurance 1979 - 1988
Skills
Business Analysis, Project Management, Management, SDLC, Vendor Management, Requirements Analysis, Business Intelligence, Software Project..., IT Strategy, Requirements Gathering, Insurance, Team Leadership, Business Requirements, Agile Methodologies, Outsourcing
Education
Immaculata University 1967 — 1970
BA, Math-Physics
Archbishop Prendergast HS
Home Trust Company September 2014 - Present
SapientNitro July 2012 - September 2014
CBC/Radio-Canada September 2011 - July 2012
Workopolis June 2009 - September 2011
pingg January 2009 - June 2009
The Globe and Mail September 2006 - January 2009
Bank of Montreal May 2006 - August 2006
ACNielsen October 2005 - December 2005
CIBC Wood Gundy February 2004 - December 2004
Fidelity Investments January 2001 - April 2003
Skills
HTML, CSS, JavaScript, XHTML, jQuery, Web Design, Web Development, Wordpress, Photoshop, HTML5, PHP, Google Analytics, Social Media, Agile, AJAX, JSON, Agile Methodologies, XML, HTML 5, Web Applications, WordPress, User Experience, User Interface Design, Interaction Design, User Interface, CMS, Front-end, Usability, Wireframes, SEO, Web Analytics, Web 2.0, Web Project Management
Education
Humber College 2004 — 2005
Graduate Certificate, Internet Management - Advanced Web Development for e-Business
York University 1993 — 1997
Bachelor of Arts, English
Pentaho May 2015 - Present
Tibersoft November 2014 - March 2015
Cengage Learning January 2014 - November 2014
AstraZeneca R&D Boston August 2013 - November 2013
Fidelity Investments June 2008 - June 2013
Enservio November 2012 - February 2013
Fidelity Investments October 2011 - October 2012
State Street Corporation August 2007 - April 2008
Southern Wine & Spirits May 2007 - August 2007
Illinois Institute of Technology January 2004 - May 2007
Skills
Data Warehousing, Data Mining, Big Data, Data Modeling, ETL, Pentaho Data Integration, Pentaho Business..., Business Intelligence, Databases, Weka, Hadoop, Oracle, Java, Amazon Redshift, PL/SQL, Pentaho PDI, Azure Machine Learning, Predictive Analytics, Machine Learning, Microsoft SQL Server, Text Classification, Text Mining, Java Enterprise Edition, Natural Language..., Text Analytics, Sentiment Analysis, Sybase, Unix Shell Scripting, Splunk, Linked Data, MiniLIMs, Information Extraction, MapReduce, Scala, Rapid Miner, Hive, Collaborative Filtering, Columnar Data Storage, LAMP, MongoDB, Amazon S3, HBase, Mahout, Data Vault, Amazon EC2, Talend Data Integration, Twitter API, Stanford NER, PHP
Education
Illinois Institute of Technology 2004 — 2007
MS, Computer Science
University of Hyderabad 1999 — 2001
MTech, Computer Science
Utkal University 1995 — 1999
BE, Computer Science
TIAA-CREF October 2014 - Present
Fidelity Investments November 2012 - October 2014
Cbeyond - now a Birch Company May 2012 - November 2012
Cognizant February 2012 - April 2012
Cognizant Technology Solutions May 2010 - January 2012
Symphony Corporation February 2010 - May 2010
Symphony Corporation October 2009 - May 2010
Tech Mahindra July 2008 - March 2009
Corps of Electronics and Mechanical Engineers (Indian Army) March 2003 - March 2008
Skills
SDLC, Web Project Management, Budget, Project Planning, Software Project..., PMP, Vendor Management, Team Management, Telecommunications, Change Management, Management, PMO, Budgets, Cloud Computing, Project Management, Project Portfolio..., Business Analysis, Program Management, Requirements Analysis
Education
Indian Institute of Management, Indore 2007 — 2008
Business Management Professional
Jawaharlal Nehru Technological University 1997 — 2001
B.Tech, Electronics and Instrumentation Engineering
Arlington County Economic Development 2009 - Present
USDA 1994 - 2001
White House Office of Presidential Personnel 1992 - 1994
Fidelity Investments 1986 - February 1992
Skills
Strategic Planning, Public Relations, Program Management, Strategic Financial..., Investments, Business Analysis, Non-profits, Management Consulting, Real Estate, Management, Business Development, Budgets
Education
Columbia
Howard University
UHG September 2008 - Present
Fidelity Investments August 2005 - August 2008
IBM September 2003 - July 2005
Patni Computer Services September 2001 - September 2003
Skills
SDLC, Requirements Analysis, Project Management, Software Project..., Software Development, PMP, Requirements Gathering, IT Strategy, Vendor Management, PMO, Business Intelligence, Project Portfolio..., Global Delivery, Project Delivery, Business Process, Program Management
Education
Indian Institute of Management, Calcutta 2006 — 2007
Exec MBA, General Management
Panjab University 1997 — 2001
B.E., Chemical
22 Model
Junior League of Arlington August 2008 - Present
Fidelity Investments January 2012 - April 2014
Fidelity Investments November 2007 - January 2012
Fidelity Investments April 2004 - November 2007
The New York Times May 2002 - August 2002
The Hartford Courant May 2001 - August 2001
Skills
Public Relations, Editing, Nonprofits, Proofreading, Time Management, Strategic Planning, Management, Project Management, Leadership, Community Outreach, Fundraising, Program Management, Training, Research, Social Networking, Publications
Education
Texas Woman's University 2009 — 2010
MBA, Management
Howard University 1998 — 2003
Bachelor of Arts (B.A.), Journalism
Self Employed September 2013 - Present
Fidelity Investments April 1992 - July 2013
The Boston Company 1984 - 1989
Skills
Vendor Management, Enterprise Architecture, Business Analysis, Process Improvement, IT Strategy, Agile Methodologies, SDLC, Data Warehousing, Risk Management, Disaster Recovery, Visio, Financial Services, Requirements Gathering, PMO, Project Portfolio..., Software Project..., Requirements Analysis, PMP, Program Management, IT Management, Business Process..., Integration, Outsourcing, Business Requirements, Governance, Information Technology, ITIL, Resource Management, IT Operations, Agile Project Management
Education
Illinois Institute of Technology
Fidelity Investments August 2014 - Present
Transamerica Retirement Solutions October 2004 - August 2014
Skills
Financial Services, Asset Allocation, Account Management, Insurance, Investments, Mutual Funds, Relationship Management, Wealth Management, Series 7, Series 63, Series 6, Retirement Planning, Retirement, 401k, Employee Benefits, Securities, Management, Pensions, Investment Advisory, Finance, Financial Planning, Financial Advisory, Defined Benefit
Education
Keller Graduate School of Management of DeVry University 1998 — 2001
MBA, Business
Illinois State University 1983 — 1988
Bachelor's degree, Economics
Data Intensity June 2013 - Present
Avid 2008 - Present
Avid Technology February 2008 - July 2012
Fidelity Investments April 2000 - February 2007
Skills
Salesforce.com, Customer Service, Management, Administrative..., Program Management, Microsoft Office, SAP, Outlook, Microsoft Excel
Education
Husson College 1974 — 1978
Bachelor of Science, Secretarial Science
Fidelity Investments March 2014 - Present
Fidelity Investments January 2012 - March 2014
PNC Financial Services Group November 2009 - January 2012
PNC Financial Services Group July 2007 - November 2009
SEI Investments July 2005 - July 2007
Kohl's Department Stores June 2004 - August 2004
Cintas May 2003 - August 2003
Howard University August 2002 - May 2003
Cintas May 2002 - August 2002
Skills
Leadership, Training, Auditing, Performance Management, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Risk Assessment, Risk Management, Banking, Business Process..., Management, Analysis, Budgets, Microsoft Office, Program Management, Quality Assurance, Strategic Planning, Microsoft Excel, Public Speaking, Process Improvement, Project Management, Team Building
Education
Howard University 2001 — 2005
Bachelor of Business Administration, Marketing
Scotiabank April 2010 - Present
Mahindra Satyam March 2010 - Present
Fidelity Investments 2005 - 2010
Virtusa 2003 - 2005
VisualSoft Technologies 2000 - 2003
Skills
Struts, Spring, Hibernate, J2EE, SOA, Web Services, Servlets, Agile, Java Enterprise Edition, Agile Methodologies, Unix, DB2, Websphere, Oracle, WebSphere Application..., Requirements Analysis, Weblogic, SOAP, Enterprise Architecture, Web Applications, Java, Ant, JBoss Application Server, JMS, Core Java, PL/SQL, EJB, JSP, Tomcat, Design Patterns, SDLC, Solution Architecture, Spring Framework
Education
Indian Institute of Management, Bangalore 2008 — 2008
GMITE, General Management Programme for IT Executives
DLR College, Andhra University, A.P. 1996 — 1999
MCA, Computer Science
Fidelity Capital Markets April 2012 - July 2013
Fidelity Capital Markets September 2008 - April 2012
Fidelity Investments July 2006 - August 2008
Skills
Equities, Financial Services, Securities, Series 7, Fixed Income
Education
IESE Business School - University of Navarra 2013 — 2015
Master of Business Administration (MBA)
University of Massachusetts Boston 2003 — 2005
Bachelor's degree, Management
Fidelity Investments October 2012 - Present
Fidelity Investments March 2010 - October 2012
SunTrust Robinson Humphrey September 2006 - December 2008
Deloitte April 2005 - September 2006
Education
IMD (International Institute for Management Development) - Business Programs
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2003
BSBA, Business Adminstration
Woodberry Forest School
Fidelity Investments May 2000 - Present
Education
Husson University 1995 — 1999
Assurant May 2014 - Present
Total Benefit Communcations July 2009 - Present
Fidelity Investments January 2007 - May 2009
Great West January 2005 - December 2006
Prudential Financial June 2000 - December 2005
Education
Howard University 1991 — 1995
Bachelor's Degree, Marketing
TELUS March 2012 - Present
TELUS April 2011 - March 2012
Mercer October 2007 - May 2010
Fidelity Investments August 2006 - October 2007
Grafikom January 2005 - June 2006
Skills
Deferred Compensation, Human Resources, Employee Benefits, Personnel Management, Performance Management
Education
University of Toronto - University College
B.A, Economics, Employment Relations
Humber College
HR Management
TRADER Corporation November 2012 - Present
Hudson's Bay Company March 2012 - October 2012
Easy Home Renting November 2011 - January 2012
Blockbuster Canada May 2010 - September 2011
Loblaw Companies Limited March 2008 - February 2010
FIDELITY INVESTMENTS September 2006 - January 2008
First Canadian Title February 2006 - August 2006
First Canadian Title August 2005 - February 2006
Medgate July 1999 - May 2004
ROMDATEX LTD May 1997 - April 1999
Skills
Financial Analysis, MS Access developer, Excel Vb, SQL Server, Programmer in VB, Microsoft SQL Server, Visual Basic, Business Analysis, Budgets, Forecasting, JD Edwards, Microsoft Excel, Access, Analysis, Management, Strategic Planning, Team Leadership, Business Intelligence, Human Resources, Sales, Leadership, Team Building, Visio, Account Reconciliation, Accounting, Strategy, Program Management, Project Management
Education
Sheridan College 2010 — 2014
in pogress, Accounting
Humber College 2005 — 2005
Certificate, Web Desig and Developer
1976 — 1982
Master, Electrical Engineering
Liceul 21 Bucuresti 1973 — 1976
Bacalaureat, Liceu teoretic
Fidelity Investments 1996 - Present
Fidelity Investments, FMR Co. 1995 - Present
TransAmerica Insurance Co. 1990 - 1994
Education
Humboldt State University
BS, Forestry
Financial Services Commission of Ontario (FSCO) August 2014 - Present
Financial Services Commission of Ontario January 2011 - July 2014
Financial Services Commission of Ontario (FSCO) January 2010 - January 2011
Fidelity Investments May 2006 - October 2009
ICICI Prudential Life Insurance Company Limited August 2004 - March 2005
KPW Insurance and Investment Consultants Pvt. Ltd January 2000 - January 2004
Skills
Defined Benefit Pensions, Financial Analysis, Team Leadership, Team Building, Public Relations, Pensions, Mutual Funds, Insurance, Auditing, Excel, Microsoft Office, Analysis, Customer Relations, Pension Administration, Management, Employee Benefits, Finance, Financial Services, Customer Service, Microsoft Excel, Accounting, Pension Funds, Defined Benefit, Portfolio Management, Risk Management, Leadership, Change Management, Project Management, Investments
Education
Certified General Accountants 2006 — 2015
CGA - Level IV, Accounting
York University - Osgoode Hall Law School 2013 — 2013
The Osgoode Certificate in Pension Law, Pensions
Humber College 2010 — 2011
PPAC, Pensions
Ryerson University 2007 — 2007
Accounting and Finance
Shiva Institute of Management Studies 2001 — 2003
PGDBM, Finance
Kurukshetra University 1993 — 1996
Bachelor of Commerce, Finance
Fidelity Investments January 2015 - Present
Fidelity Investments March 2012 - January 2015
Fidelity Investments January 2011 - March 2012
Fidelity Investments July 2010 - January 2011
Ethicon Endo-Surgery May 2009 - August 2009
Education
Howard University 2006 — 2010
Bachelor, Marketing
Fidelity Investments April 2015 - Present
Fidelity Investments December 2012 - Present
Fidelity Investments December 2014 - April 2015
The Vanguard Group October 2010 - November 2012
Skills
PowerPoint, Excel, Outlook, Access, Retail, Microsoft Office, Finance
Education
Imperial College London 2010 — 2010
Business
University of Arizona 2006 — 2010
Bachelor of Science, Business Finance
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science, Business Finance
CPAS Systems Inc. May 2010 - August 2010
Fidelity Investments September 2004 - September 2009
PwC Consulting January 2003 - June 2004
Bank of Montreal January 1995 - January 2003
Bank of Monteral January 1991 - January 1995
Bank of Montreal January 1988 - January 1991
Skills
Change Management, Business Requirements, Project Management, PMO, Financial Services, Pensions, Vendor Management, Process Improvement, Program Management, Project Portfolio..., PMP, SDLC, Employee Benefits, Business Analysis, Requirements Analysis, Software Project..., User Acceptance Testing, Risk Management
Education
University of Toronto 2011 — 2012
Certificate in International Project Management
Project Management Institute
PMP designation, Project Management
University of Toronto
Project Management Cretificate, Project Management
Humber College
PPAC, Pension Plan Administration
University of Toronto
BSc, Biology
belairdirect January 2014 - Present
Fidelity Investments 2005 - 2010
Inspyre Solutions Inc. July 2004 - 2005
Aviation Services of Grenada March 2001 - June 2003
Skills
A/R, Customer Service, Benefits Administration, Supervisory Skills, Payroll, Accounts Receivable, Accounts Payable, Microsoft Word, Telephone Skills, Leadership, Training, Office Management, Insurance, Bank Reconciliation, Account Reconciliation, Employee Benefits
Education
Humber College 2011 — 2013
Business Administration, Accounting
HOOPP (Healthcare of Ontario Pension Plan) January 2011 - Present
Fidelity Investments September 2004 - June 2008
Skills
Customer Service, Microsoft Word, Microsoft Office
Education
Humber College 2013 — 2014
PPAC - Pension Plan Administration Certificate, Pension
Fidelity Investments September 2012 - Present
State Farm Insurance Company June 2005 - July 2012
State Farm Insurance Company February 2011 - October 2011
Illinois State University August 2002 - August 2010
State Farm Insurance Company June 2002 - June 2005
State Farm Insurance Company June 2000 - June 2002
US Army May 1982 - December 1991
Skills
Insurance, Visio, SDLC, Business Analysis, SharePoint, Process Improvement, Software Documentation, Access, IT Strategy, Innovation, Team-oriented, vendor selection, RFI, RFP, XML, Technology Integration, Legacy Modernization, SaaS, SOA, System Design, Troux, Enterprise Architecture, Gap Analysis, OO software design, Application Architecture, Technical Architecture, Governance, Standards Compliance, Mule ESB, Apache, Tomcat, JBoss Application Server, Linux, Unix, Windows, .NET, Mainframe Architecture, DB2, OPNET, websphere, Critical Thinking, Performance Consulting, Performance Testing, Solution Architecture
Education
Illinois State University 1995 — 2000
Bachelors, Business Administration with a minor in Business Information Systems
Department of Veterans Affairs July 2011 - Present
Department of Defense March 2009 - July 2011
Fidelity Investments April 2007 - September 2007
JPMorgan Chase September 2003 - October 2006
AEGON Americas September 2002 - March 2003
MCI WorldCom, Inc. October 2000 - June 2002
Caterpillar Inc. January 1998 - October 2000
United States Marine Corps February 1995 - January 1998
Skills
SDLC, Testing, COBOL, DB2, Quality Assurance, Mainframe, Integration, SharePoint
Education
Illinois State University 1998 — 1998
CIS
AUM Law Professional Corporation January 2011 - Present
Fidelity Investments July 2009 - September 2010
Goodmans LLP October 2004 - September 2008
Skills
Corporate Law, Securities, Private Equity, Mutual Funds, Tax, Trusts, Investment Management, Alternative Investments
Education
Western University 2000 — 2003
LLB, Law
Ivey Business School at Western University 1999 — 2003
HBA, Business
The University of Western Ontario - Huron University College 1997 — 1999
Honours Philosophy
TD September 2012 - Present
Prudential Disability Management Services May 2011 - March 2012
Ameriprise Financial Services, Inc June 2009 - September 2010
Seligman Data Corp September 2002 - June 2009
Forum Financial September 1999 - September 2002
Fidelity Investments May 1998 - September 1999
Skills
Financial Analysis, Finance, Accounting, Management, Leadership, Auditing, Investments, Portfolio Management, Managerial Finance, Internal Audit, Mutual Funds, Equities, Securities, Human Resources, Tax
Education
Husson University 1992 — 1996
BS, Accounting
Fidelity Investments August 2005 - August 2008
Flynn Canada September 1999 - April 2001
Education
York University 2007 — 2010
Law and Society, Law
York University 2007 — 2010
certificate, Human Resources Management
Humber College 2003 — 2005
diploma, Marketing
Idaho Central Credit Union March 2012 - Present
FIDELITY INVESTMENTS March 2010 - March 2012
PORTNEUF VALLEY INVESTMENT SERVICES June 2009 - December 2009
CARDON HEALTHCARE NETWORK INC October 2004 - March 2009
Skills
Microsoft Office, Staff Training, Coaching, Spanish, Customer Service, Supervisory Experience
Education
Idaho State University 2000 — 2009
BACHELOR, BUSINESS ADMINISTRATION
Fidelity Investments September 2012 - Present
Education
Husson College 1994 — 1998
Bachelor of Science (BS), Business
Husson College 1994 — 1998
Associate's degree, Accounting