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.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Crockett Stearns Crockett Stearns's Fidelity Investments Experience March 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Sturtevant's Mountain Outfitters October 2014 - March 2015
Sturtevant's Mountain Outfitters October 2014 - March 2015
RBC Wealth Management June 2013 - December 2013
Sun Valley Resort May 2006 - August 2012
Heidi Stearns Interior Design April 2009 - August 2011
Skills
Hospitality, Golf, Business Economics, Statistical Data..., Customer Service, Sports, Econometrics, Economics, Hospitality Industry, Event Planning, Golf Courses, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Marketing, Financial Analysis, Stata
Education
University of Oregon 2012 — 2014
Bachelor of Science, Economics
Irvine Valley College 2010 — 2012
Fidelity Investments March 2015 - Present
Sturtevant's Mountain Outfitters October 2014 - March 2015
Sturtevant's Mountain Outfitters October 2014 - March 2015
RBC Wealth Management June 2013 - December 2013
Sun Valley Resort May 2006 - August 2012
Heidi Stearns Interior Design April 2009 - August 2011
Skills
Hospitality, Golf, Business Economics, Statistical Data..., Customer Service, Sports, Econometrics, Economics, Hospitality Industry, Event Planning, Golf Courses, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Marketing, Financial Analysis, Stata
Education
University of Oregon 2012 — 2014
Bachelor of Science, Economics
Irvine Valley College 2010 — 2012
Tosha (Anderson) Whipple Tosha (Anderson) Whipple's Fidelity Investments Experience 2007 - 2012
Job Retirement Communication & Education Consultant
Industry Financial Services
Experience
Prudential Financial March 2012 - Present
Fidelity Investments 2007 - 2012
Fidelity Investments 2007 - 2008
Iowa Coalition Against Domestic Violence/MUNA Legal Clinic 2005 - 2007
Skills
Retirement, Marketing Communications, Marketing, Social Media, Employee Benefits, Microsoft Office, Series 63, Sales, Series 6, Licensed Life Insurance..., Business Planning, Analysis
Education
Iowa State University 2002 — 2006
BA, Journalism and Mass Communications
Universidad de Alicante Spain
Spanish
Prudential Financial March 2012 - Present
Fidelity Investments 2007 - 2012
Fidelity Investments 2007 - 2008
Iowa Coalition Against Domestic Violence/MUNA Legal Clinic 2005 - 2007
Skills
Retirement, Marketing Communications, Marketing, Social Media, Employee Benefits, Microsoft Office, Series 63, Sales, Series 6, Licensed Life Insurance..., Business Planning, Analysis
Education
Iowa State University 2002 — 2006
BA, Journalism and Mass Communications
Universidad de Alicante Spain
Spanish
Gary Marzotto's Fidelity Investments Experience March 2015 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments October 2012 - March 2015
G & R Pools and Spas Inc. 2009 - October 2012
Staff USA, Inc. January 2012 - May 2012
New York Sports Club May 2007 - May 2009
Skills
Client Relations Skills, Bilingual, Globally Oriented, Quickbooks Pro, Microsoft Office Suite, Able To Work Under..., Fast Learner, Sales, Customer Service, Social Media, Finance, Teamwork, Investments
Education
Iona College 2008 — 2012
Bachelor of Business Administration (BBA), International Business, 3.816
Florence University of the Arts
Fidelity Investments March 2015 - Present
Fidelity Investments October 2012 - March 2015
G & R Pools and Spas Inc. 2009 - October 2012
Staff USA, Inc. January 2012 - May 2012
New York Sports Club May 2007 - May 2009
Skills
Client Relations Skills, Bilingual, Globally Oriented, Quickbooks Pro, Microsoft Office Suite, Able To Work Under..., Fast Learner, Sales, Customer Service, Social Media, Finance, Teamwork, Investments
Education
Iona College 2008 — 2012
Bachelor of Business Administration (BBA), International Business, 3.816
Florence University of the Arts
Kevin Hopkins Kevin Hopkins's Fidelity Investments Experience November 2006 - October 2008
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2008 - Present
Fidelity Investments November 2006 - October 2008
AmSouth Bank November 2003 - June 2005
Skills
Asset Allocation, Customer Retention, Credit, Equities, Financial Services, Mutual Funds, Portfolio Management, Series 63, Series 7, Team Building, Team Leadership
Education
Iona College 1991 — 1995
Political Science and Government
TD Ameritrade October 2008 - Present
Fidelity Investments November 2006 - October 2008
AmSouth Bank November 2003 - June 2005
Skills
Asset Allocation, Customer Retention, Credit, Equities, Financial Services, Mutual Funds, Portfolio Management, Series 63, Series 7, Team Building, Team Leadership
Education
Iona College 1991 — 1995
Political Science and Government
Thomas Kelleher Thomas Kelleher's Fidelity Investments Experience January 2001 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2001 - Present
Fidelity Investments January 1998 - December 2000
Fidelity Investments September 1994 - December 1997
National Financial Services Corp November 1987 - August 1994
Shearson Lehman Brothers June 1986 - October 1987
Skills
Mutual Funds, Financial Services, Business Analysis, Vendor Management, Fixed Income, Requirements Analysis, Risk Management, Program Management, Software Project..., Strategic Financial..., Financial Modeling, PMO, Relationship Management, Requirements Gathering, Process Improvement, Financial Analysis, MS Project, User Acceptance Testing, SDLC, Project Management, Visio, Software Documentation, Waterfall
Education
Manhattan College 1989 — 1991
Master of Business Administration (M.B.A.), Finance/Accounting
Iona College 1982 — 1986
Bachelor of Arts (B.A.)
Fidelity Investments January 2001 - Present
Fidelity Investments January 1998 - December 2000
Fidelity Investments September 1994 - December 1997
National Financial Services Corp November 1987 - August 1994
Shearson Lehman Brothers June 1986 - October 1987
Skills
Mutual Funds, Financial Services, Business Analysis, Vendor Management, Fixed Income, Requirements Analysis, Risk Management, Program Management, Software Project..., Strategic Financial..., Financial Modeling, PMO, Relationship Management, Requirements Gathering, Process Improvement, Financial Analysis, MS Project, User Acceptance Testing, SDLC, Project Management, Visio, Software Documentation, Waterfall
Education
Manhattan College 1989 — 1991
Master of Business Administration (M.B.A.), Finance/Accounting
Iona College 1982 — 1986
Bachelor of Arts (B.A.)
Garrett Abbott Garrett Abbott's Fidelity Investments Experience November 2006 - July 2007
Job Information Technology & Network Security Professional
Industry Information Technology and Services
Experience
LOI December 2012 - Present
Renowned Resources, LLC July 2011 - November 2012
Dealtree Inc. March 2009 - May 2011
Abbott Computer Solutions July 2008 - April 2009
Telvista January 2008 - May 2008
Fidelity Investments November 2006 - July 2007
Skills
CCNA, Computer Hardware, Operating Systems, Windows Server, Electronics, Servers, Technical Support, Windows, Hardware, Networking, Active Directory, Network Topology, Microsoft SQL Server, Dreamweaver, Databases, Mac OS X, OS X, Team Leadership, IIS, Microsoft Office, MySQL, JavaScript, Linux, Photoshop, PHP, VPN, Requirements Analysis, SharePoint, Customer Service, Software Installation, System Administration, CSS, Project Management, WordPress, Web Content Management, Visual Basic, Web Applications, Access, SQL, Data Analysis, Unix, Software, MS Windows Server..., HTML, CSS, Javascript,..., Adobe Acrobat,..., Hardware Installation..., Restoring and Reimaging..., Business Analysis, Quality Assurance, Oil & Gas Industry
Education
Texas Tech University 2002 — 2006
Advertising/PR
International School of Brussels 2000 — 2002
LOI December 2012 - Present
Renowned Resources, LLC July 2011 - November 2012
Dealtree Inc. March 2009 - May 2011
Abbott Computer Solutions July 2008 - April 2009
Telvista January 2008 - May 2008
Fidelity Investments November 2006 - July 2007
Skills
CCNA, Computer Hardware, Operating Systems, Windows Server, Electronics, Servers, Technical Support, Windows, Hardware, Networking, Active Directory, Network Topology, Microsoft SQL Server, Dreamweaver, Databases, Mac OS X, OS X, Team Leadership, IIS, Microsoft Office, MySQL, JavaScript, Linux, Photoshop, PHP, VPN, Requirements Analysis, SharePoint, Customer Service, Software Installation, System Administration, CSS, Project Management, WordPress, Web Content Management, Visual Basic, Web Applications, Access, SQL, Data Analysis, Unix, Software, MS Windows Server..., HTML, CSS, Javascript,..., Adobe Acrobat,..., Hardware Installation..., Restoring and Reimaging..., Business Analysis, Quality Assurance, Oil & Gas Industry
Education
Texas Tech University 2002 — 2006
Advertising/PR
International School of Brussels 2000 — 2002
Mirella Araujo de Souza e Silva Mirella Araujo de Souza e Silva's Fidelity Investments Experience August 2015 - Present
Job Financial Representative Full Trader
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Goldman Sachs August 2014 - June 2015
Westminster College June 2013 - June 2015
Westminster College 2012 - June 2015
Goldman Sachs May 2014 - August 2014
Nationwide Insurance June 2013 - August 2013
HSBC January 2009 - January 2009
Skills
Spanish, Public Speaking, Statistics, English, Economics, Access, Teamwork, Data Analysis, PowerPoint, Brazilian Portuguese, Social Media, Microsoft Word, Team Leadership, Tutoring, International Admissions, College Recruiting, Econometrics, Eviews, Microsoft Excel, Databases, Fiduciary, Cold Calling, Document Management, Confidentiality, International..., Benefit Cost Analysis, Networking, OS X, Regression Testing, Regression Analysis, Finance, Team-oriented, Data Entry, Outlook, Financial Analysis, Financial Statement..., Risk Management, Macroeconomics, Oracle, SharePoint, Financial Reporting, Microsoft Office, Research, Bloomberg
Education
Westminster College 2011 — 2015
Bachelor of Economics (B.A.), Minors: Applied Mathematics and French
International Baccalaureate 2008 — 2011
Diploma
Fidelity Investments August 2015 - Present
Goldman Sachs August 2014 - June 2015
Westminster College June 2013 - June 2015
Westminster College 2012 - June 2015
Goldman Sachs May 2014 - August 2014
Nationwide Insurance June 2013 - August 2013
HSBC January 2009 - January 2009
Skills
Spanish, Public Speaking, Statistics, English, Economics, Access, Teamwork, Data Analysis, PowerPoint, Brazilian Portuguese, Social Media, Microsoft Word, Team Leadership, Tutoring, International Admissions, College Recruiting, Econometrics, Eviews, Microsoft Excel, Databases, Fiduciary, Cold Calling, Document Management, Confidentiality, International..., Benefit Cost Analysis, Networking, OS X, Regression Testing, Regression Analysis, Finance, Team-oriented, Data Entry, Outlook, Financial Analysis, Financial Statement..., Risk Management, Macroeconomics, Oracle, SharePoint, Financial Reporting, Microsoft Office, Research, Bloomberg
Education
Westminster College 2011 — 2015
Bachelor of Economics (B.A.), Minors: Applied Mathematics and French
International Baccalaureate 2008 — 2011
Diploma
Lars Schuster Lars Schuster's Fidelity Investments Experience May 2005 - July 2010
Job Institutional Portfolio Manager, Strategic Advisers, Inc.
Industry Financial Services
Experience
Fidelity Strategic Advisers, Inc. July 2010 - Present
Fidelity Investments May 2005 - July 2010
Financial Research Corporation January 2002 - April 2005
Fidelity Investments May 2000 - December 2001
Pioneer Investments June 1997 - May 2000
Skills
Mutual Funds, Portfolio Management, Asset Management, Financial Services, Securities
Education
Isenberg School of Management, UMass Amherst 1993 — 1997
Bachelor of Science, Business with Marketing Concentration
Fidelity Strategic Advisers, Inc. July 2010 - Present
Fidelity Investments May 2005 - July 2010
Financial Research Corporation January 2002 - April 2005
Fidelity Investments May 2000 - December 2001
Pioneer Investments June 1997 - May 2000
Skills
Mutual Funds, Portfolio Management, Asset Management, Financial Services, Securities
Education
Isenberg School of Management, UMass Amherst 1993 — 1997
Bachelor of Science, Business with Marketing Concentration
Christina Hixon's Fidelity Investments Experience January 2003 - October 2005
Job Transaction Coordinator Team Suzanne and Co, Keller Williams Realty
Industry Real Estate
Experience
Team Suzanne and Co - Keller Williams Realty March 2015 - Present
Rudolf Appraisal Services September 2013 - Present
Raytheon October 2005 - April 2010
Fidelity Investments January 2003 - October 2005
Fidelity Investments September 2001 - January 2003
Education
Suffolk University - Sawyer Business School 2003 — 2005
Master of Business Administration (MBA)
Isenberg School of Management, UMass Amherst 1997 — 2001
Bachelor's degree, Finance, Economics
Team Suzanne and Co - Keller Williams Realty March 2015 - Present
Rudolf Appraisal Services September 2013 - Present
Raytheon October 2005 - April 2010
Fidelity Investments January 2003 - October 2005
Fidelity Investments September 2001 - January 2003
Education
Suffolk University - Sawyer Business School 2003 — 2005
Master of Business Administration (MBA)
Isenberg School of Management, UMass Amherst 1997 — 2001
Bachelor's degree, Finance, Economics
Josh Stensrud Josh Stensrud's Fidelity Investments Experience September 2006 - December 2007
Job Vice President at Legacy BankColorado
Industry Banking
Experience
Legacy Bank-Colorado May 2013 - Present
Homburg Realty Services (US), Inc. June 2010 - May 2013
DFW Property Preservation March 2008 - December 2008
Fidelity Investments September 2006 - December 2007
Principal Financial Group September 2005 - May 2006
Skills
Portfolio Management, Property Management, Sales, Sales Management, Real Estate, Operations Management, Business Development, Business Strategy, Analysis, Strategic Planning, Financial Analysis, Customer Service
Education
Iowa State University - College of Business 2004 — 2006
Master of Business Administration (MBA)
Iowa State University 1998 — 2002
Bachelor's degree, Journalism
Legacy Bank-Colorado May 2013 - Present
Homburg Realty Services (US), Inc. June 2010 - May 2013
DFW Property Preservation March 2008 - December 2008
Fidelity Investments September 2006 - December 2007
Principal Financial Group September 2005 - May 2006
Skills
Portfolio Management, Property Management, Sales, Sales Management, Real Estate, Operations Management, Business Development, Business Strategy, Analysis, Strategic Planning, Financial Analysis, Customer Service
Education
Iowa State University - College of Business 2004 — 2006
Master of Business Administration (MBA)
Iowa State University 1998 — 2002
Bachelor's degree, Journalism
Cynthia Cronin Becker Cynthia Cronin Becker's Fidelity Investments Experience September 1989 - April 1997
Job Graduate Student Palo Alto University
Industry Research
Experience
Family Connections August 2011 - August 2013
WebEx April 2006 - January 2007
VeriSign Inc. November 1998 - January 2002
VeriSign, Inc. November 1997 - November 1998
Fidelity Investments September 1989 - April 1997
Skills
Start-ups, SaaS, Management, Strategy, Strategic Planning, Marketing, Nonprofits, Marketing Communications, Enterprise Software, Strategic Partnerships, Sales Operations, Business Development, Sales, Project Management, Social Media Marketing, Leadership, Organizational..., Market Research, Wine Tasting, Consulting, Forecasting, Solution Selling, Board of Directors, Sales Management
Education
University of Massachusetts at Amherst - Isenberg School of Management
Dual Degree: Bachelor of Business Administration (B.B.A.)
University of Copenhagen
Family Connections August 2011 - August 2013
WebEx April 2006 - January 2007
VeriSign Inc. November 1998 - January 2002
VeriSign, Inc. November 1997 - November 1998
Fidelity Investments September 1989 - April 1997
Skills
Start-ups, SaaS, Management, Strategy, Strategic Planning, Marketing, Nonprofits, Marketing Communications, Enterprise Software, Strategic Partnerships, Sales Operations, Business Development, Sales, Project Management, Social Media Marketing, Leadership, Organizational..., Market Research, Wine Tasting, Consulting, Forecasting, Solution Selling, Board of Directors, Sales Management
Education
University of Massachusetts at Amherst - Isenberg School of Management
Dual Degree: Bachelor of Business Administration (B.B.A.)
University of Copenhagen
Robert Bogart Robert Bogart's Fidelity Investments Experience December 2006 - March 2010
Job Executive Vice President & Chief Financial Officer at AGF Management Ltd.
Industry Financial Services
Experience
AGF Investments January 2010 - Present
Fidelity Investments December 2006 - March 2010
Fidelity Investments July 2002 - November 2006
Fidelity Investments Canada August 1997 - June 2002
Fidelity Investments August 1993 - July 1997
Arthur Andersen & Co August 1985 - August 1993
Skills
Finance, Corporate Finance, Tax, Mutual Funds, Investments, Asset Management, Financial Modeling, Strategic Financial..., Financial Analysis, Equities, Portfolio Management, Alternative Investments, Investment Management, Financial Services, Hedge Funds, Accounting, Asset Managment, Financial Reporting, Private Equity, Strategic Planning, Wealth Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1979 — 1983
Bachelor of Business Administration (BBA), Accounting
University of Massachusetts, Amherst 1979 — 1983
BBA Accounting, Accounting
AGF Investments January 2010 - Present
Fidelity Investments December 2006 - March 2010
Fidelity Investments July 2002 - November 2006
Fidelity Investments Canada August 1997 - June 2002
Fidelity Investments August 1993 - July 1997
Arthur Andersen & Co August 1985 - August 1993
Skills
Finance, Corporate Finance, Tax, Mutual Funds, Investments, Asset Management, Financial Modeling, Strategic Financial..., Financial Analysis, Equities, Portfolio Management, Alternative Investments, Investment Management, Financial Services, Hedge Funds, Accounting, Asset Managment, Financial Reporting, Private Equity, Strategic Planning, Wealth Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1979 — 1983
Bachelor of Business Administration (BBA), Accounting
University of Massachusetts, Amherst 1979 — 1983
BBA Accounting, Accounting
Ashley Baker Plourde Ashley Baker Plourde's Fidelity Investments Experience June 2006 - September 2007
Job Director of Strategic Deployments at Volicon
Industry Broadcast Media
Experience
Volicon June 2013 - Present
Volicon December 2009 - June 2013
Volicon October 2008 - December 2009
Volicon September 2007 - October 2008
Fidelity Investments June 2006 - September 2007
Skills
Digital Media, Advertising, Competitive Analysis, Video, Broadcast, Television, Account Management, Marketing, Start-ups, Mobile Devices, IPTV, Product Marketing, Strategic Partnerships, Direct Sales, International Sales, Sales Operations, Sales, Management, Enterprise Software, Salesforce.com, Lead Generation, Product Management, Sales Process, Business Development, Strategy, Market Research
Education
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2006
BBA, Marketing
University of Massachusetts, Amherst 2002 — 2006
bba, Business, Marketing
Volicon June 2013 - Present
Volicon December 2009 - June 2013
Volicon October 2008 - December 2009
Volicon September 2007 - October 2008
Fidelity Investments June 2006 - September 2007
Skills
Digital Media, Advertising, Competitive Analysis, Video, Broadcast, Television, Account Management, Marketing, Start-ups, Mobile Devices, IPTV, Product Marketing, Strategic Partnerships, Direct Sales, International Sales, Sales Operations, Sales, Management, Enterprise Software, Salesforce.com, Lead Generation, Product Management, Sales Process, Business Development, Strategy, Market Research
Education
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2006
BBA, Marketing
University of Massachusetts, Amherst 2002 — 2006
bba, Business, Marketing
Steve Graziano Steve Graziano's Fidelity Investments Experience January 1990 - March 1994
Job President (Touchstone Investments)
Industry Investment Management
Experience
Touchstone Investments August 2009 - Present
Pioneer Investments March 2007 - June 2008
Pioneer Investments April 2002 - April 2007
Pioneer Investments January 1998 - April 2002
Pioneer Investments March 1994 - January 1998
Fidelity Investments January 1990 - March 1994
Boston Research Group 1986 - 1990
Temple, Barker & Sloane (Div. of Mercer) 1982 - 1986
Education
University of Massachusetts at Amherst - Isenberg School of Management 1972 — 1976
Bachelor of Business Administration (B.B.A.), Marketing Research
Touchstone Investments August 2009 - Present
Pioneer Investments March 2007 - June 2008
Pioneer Investments April 2002 - April 2007
Pioneer Investments January 1998 - April 2002
Pioneer Investments March 1994 - January 1998
Fidelity Investments January 1990 - March 1994
Boston Research Group 1986 - 1990
Temple, Barker & Sloane (Div. of Mercer) 1982 - 1986
Education
University of Massachusetts at Amherst - Isenberg School of Management 1972 — 1976
Bachelor of Business Administration (B.B.A.), Marketing Research
Vidyullatha Prakash's Fidelity Investments Experience July 2007 - May 2009
Job Marketing Coordinator at Re/Max Results
Industry Marketing and Advertising
Experience
Re/Max Results April 2014 - Present
Infosys April 2011 - February 2014
Brigade Group April 2010 - June 2010
Fidelity Investments July 2007 - May 2009
Skills
Marketing, Branding, Social Media Marketing, Print Media, Client Relations, Analysis, Leadership, Management, Competitive Analysis, Consulting, CRM
Education
Institute of Management Technology, Ghaziabad 2009 — 2011
MBA, Marketing
Karnataka State Open University 2007 — 2009
M.A, English
Sri Jayachamarajendra College of Engineering, Mysore 2003 — 2007
B.E, Information Science
Marimallappas High School 1998 — 2000
SSLC
Re/Max Results April 2014 - Present
Infosys April 2011 - February 2014
Brigade Group April 2010 - June 2010
Fidelity Investments July 2007 - May 2009
Skills
Marketing, Branding, Social Media Marketing, Print Media, Client Relations, Analysis, Leadership, Management, Competitive Analysis, Consulting, CRM
Education
Institute of Management Technology, Ghaziabad 2009 — 2011
MBA, Marketing
Karnataka State Open University 2007 — 2009
M.A, English
Sri Jayachamarajendra College of Engineering, Mysore 2003 — 2007
B.E, Information Science
Marimallappas High School 1998 — 2000
SSLC
Kyle Jessey's Fidelity Investments Experience May 2013 - August 2013
Job Financial Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2014 - August 2014
Fidelity Investments May 2013 - August 2013
State Street September 2012 - May 2013
Skills
Microsoft Office, Team Leadership, Challenge Driven, Financial Modeling, Financial Analysis, Bloomberg Terminal, Microsoft Excel
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Alternative Investment Concentration & A double major in Economics
The University of Manchester 2013 — 2014
Bachelor of Business Administration (BBA), Accounting & Finance
Lincoln High School, RI 2007 — 2011
Credit Suisse May 2014 - August 2014
Fidelity Investments May 2013 - August 2013
State Street September 2012 - May 2013
Skills
Microsoft Office, Team Leadership, Challenge Driven, Financial Modeling, Financial Analysis, Bloomberg Terminal, Microsoft Excel
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Alternative Investment Concentration & A double major in Economics
The University of Manchester 2013 — 2014
Bachelor of Business Administration (BBA), Accounting & Finance
Lincoln High School, RI 2007 — 2011
Abhishek Khemka, CFA Abhishek Khemka, CFA's Fidelity Investments Experience April 2010 - April 2014
Job VP, CRMA at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs April 2014 - Present
Fidelity Investments April 2010 - April 2014
Fidelity Investments August 2006 - April 2010
Evalueserve.com 2005 - 2006
Skills
Bloomberg, Equities, Financial Modeling, Portfolio Management, Valuation, Financial Analysis, Fixed Income, Risk Management, Credit, Derivatives, Capital Markets, Investment Banking, Hedge Funds, Mutual Funds, Corporate Finance
Education
International Management Institute - IMI 2003 — 2005
MBA, Finance
Goldman Sachs April 2014 - Present
Fidelity Investments April 2010 - April 2014
Fidelity Investments August 2006 - April 2010
Evalueserve.com 2005 - 2006
Skills
Bloomberg, Equities, Financial Modeling, Portfolio Management, Valuation, Financial Analysis, Fixed Income, Risk Management, Credit, Derivatives, Capital Markets, Investment Banking, Hedge Funds, Mutual Funds, Corporate Finance
Education
International Management Institute - IMI 2003 — 2005
MBA, Finance
Tiffany Olguin Tiffany Olguin's Fidelity Investments Experience November 2010 - August 2011
Job Compensation Program Manager at Sitel
Industry Information Technology and Services
Experience
Sitel November 2014 - Present
Dell January 2013 - November 2014
City of Austin August 2012 - December 2012
Hewlett-Packard October 2011 - August 2012
Fidelity Investments November 2010 - August 2011
LOUISIANA ENERGY SERVICES March 2009 - July 2010
LOUISIANA ENERGY SERVICES September 2008 - March 2009
Skills
Program Management, Process Improvement, Change Management, Project Management, Project Planning, Business Analysis, Strategic Planning, Risk Management, Team Leadership, SAP, Negotiation, Cross-functional Team..., Employee Relations, Human Resources, Deferred Compensation
Education
New Mexico State University 2004 — 2008
BBA, BA, Finance, Spanish
Instituto Tecnológico y de Estudios Superiores de Occidente, A.C. 2007 — 2007
Study Abroad
Sitel November 2014 - Present
Dell January 2013 - November 2014
City of Austin August 2012 - December 2012
Hewlett-Packard October 2011 - August 2012
Fidelity Investments November 2010 - August 2011
LOUISIANA ENERGY SERVICES March 2009 - July 2010
LOUISIANA ENERGY SERVICES September 2008 - March 2009
Skills
Program Management, Process Improvement, Change Management, Project Management, Project Planning, Business Analysis, Strategic Planning, Risk Management, Team Leadership, SAP, Negotiation, Cross-functional Team..., Employee Relations, Human Resources, Deferred Compensation
Education
New Mexico State University 2004 — 2008
BBA, BA, Finance, Spanish
Instituto Tecnológico y de Estudios Superiores de Occidente, A.C. 2007 — 2007
Study Abroad
Michael Dussault Michael Dussault's Fidelity Investments Experience 1985 - 1997
Job Financial Services and Information Technology Professional
Industry Information Technology and Services
Experience
State Street Corporation June 2012 - Present
State Street September 1997 - May 2012
Fidelity Investments 1985 - 1997
Skills
Business Analysis, SDLC, Program Management, PMO, Process Improvement, Project Management, Project Portfolio..., Financial Services, Business Process Design, Insurance, SharePoint, Consulting, Virtual Teams, Business Process..., CRM, Business Development, Management, PMP, Business Process, Portfolio Management, Project Planning, Requirements Analysis, Market Research, Product Management, Strategy, Leadership, Governance, Vendor Management, E-commerce, Risk Management, Performance Measurement, Team Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelors of Business Administration, Finance and Economics
State Street Corporation June 2012 - Present
State Street September 1997 - May 2012
Fidelity Investments 1985 - 1997
Skills
Business Analysis, SDLC, Program Management, PMO, Process Improvement, Project Management, Project Portfolio..., Financial Services, Business Process Design, Insurance, SharePoint, Consulting, Virtual Teams, Business Process..., CRM, Business Development, Management, PMP, Business Process, Portfolio Management, Project Planning, Requirements Analysis, Market Research, Product Management, Strategy, Leadership, Governance, Vendor Management, E-commerce, Risk Management, Performance Measurement, Team Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelors of Business Administration, Finance and Economics
Brent Bottamini's Fidelity Investments Experience July 1998 - May 2010
Job Portfolio Manager, Managing Director (EM Fixed Income) at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management July 2012 - Present
University of Massachusetts Amherst Foundation June 2012 - Present
Cignifi Inc. July 2010 - Present
Manulife Asset Management July 2011 - July 2012
Fidelity Investments July 1998 - May 2010
Skills
Equities, Asset Management, Bonds, Fixed Income, Portfolios, Portfolio Management, Emerging Markets, Equity Research, Valuation, Financial Modeling, High Yield, Fundamental Research
Education
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
Manulife Asset Management July 2012 - Present
University of Massachusetts Amherst Foundation June 2012 - Present
Cignifi Inc. July 2010 - Present
Manulife Asset Management July 2011 - July 2012
Fidelity Investments July 1998 - May 2010
Skills
Equities, Asset Management, Bonds, Fixed Income, Portfolios, Portfolio Management, Emerging Markets, Equity Research, Valuation, Financial Modeling, High Yield, Fundamental Research
Education
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
Colby Madsen Colby Madsen's Fidelity Investments Experience March 2012 - Present
Job Lead Senior Fund Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments March 2012 - Present
Bishop Business Equipment February 2011 - September 2011
Northwestern Mutual May 2010 - February 2011
Northwestern Mutual May 2008 - July 2010
Iowa State University August 2007 - December 2008
Skills
Customer Service, Microsoft Office, Insurance, Business Relationship..., Direct Sales, Goal Oriented, Financial Planning, Bloomberg, AS400, Investment Operations, Investments, Banking, Telephone Skills, Financial Analysis
Education
Iowa State University - College of Business 2006 — 2010
Finance, Psychology
Fidelity Investments March 2012 - Present
Bishop Business Equipment February 2011 - September 2011
Northwestern Mutual May 2010 - February 2011
Northwestern Mutual May 2008 - July 2010
Iowa State University August 2007 - December 2008
Skills
Customer Service, Microsoft Office, Insurance, Business Relationship..., Direct Sales, Goal Oriented, Financial Planning, Bloomberg, AS400, Investment Operations, Investments, Banking, Telephone Skills, Financial Analysis
Education
Iowa State University - College of Business 2006 — 2010
Finance, Psychology
Jody Hilden Jody Hilden's Fidelity Investments Experience March 2010 - December 2010
Job Registered Service Rep at Transamerica Retirement Management
Industry Financial Services
Experience
Transamerica Retirement Management May 2011 - Present
Fidelity Investments March 2010 - December 2010
OppenheimerFunds January 2006 - January 2009
OppenheimerFunds December 2002 - January 2006
OppenheimerFunds January 2000 - January 2003
OppenheimerFunds January 1998 - January 2000
OppenheimerFunds January 1997 - January 1998
Vectra Bank Colorado January 1994 - January 1997
Skills
Retirement Planning, 401k, IRAs, Investments, Fixed Income, CRM, Leadership, Financial Services, Training, Finance, Analysis, Call Centers, Process Improvement, Customer Service, Mutual Funds, Sales
Education
Inver Hills Community College 1980 — 1982
Liberal Arts
Transamerica Retirement Management May 2011 - Present
Fidelity Investments March 2010 - December 2010
OppenheimerFunds January 2006 - January 2009
OppenheimerFunds December 2002 - January 2006
OppenheimerFunds January 2000 - January 2003
OppenheimerFunds January 1998 - January 2000
OppenheimerFunds January 1997 - January 1998
Vectra Bank Colorado January 1994 - January 1997
Skills
Retirement Planning, 401k, IRAs, Investments, Fixed Income, CRM, Leadership, Financial Services, Training, Finance, Analysis, Call Centers, Process Improvement, Customer Service, Mutual Funds, Sales
Education
Inver Hills Community College 1980 — 1982
Liberal Arts
Marc Reynolds Marc Reynolds's Fidelity Investments Experience November 2012 - Present
Job Senior Systems Engineer (Windows Server)
Industry Information Technology and Services
Experience
Fidelity Investments November 2012 - Present
Microsoft February 2012 - September 2012
Microsoft November 2009 - February 2012
Microsoft January 2004 - November 2009
Microsoft February 1996 - January 2004
Racal 1994 - 1996
Skills
Active Directory, DNS, Windows Server, Microsoft Technologies, DHCP, TCP/IP, Troubleshooting, VPN, Enterprise Software, Networking, Technical Support, Cloud Computing, Windows, Hyper-V, Virtualization, WINS, Servers, Enterprise Architecture, Microsoft Certified..., MCITP, Microsoft Exchange, Firewalls, Operating Systems, Server Architecture, Project Management, IIS, Windows 7, System Administration, Service Delivery, Leadership, Customer Satisfaction, Team Leadership, IPSec, Network Administration, 802.1x, SMB, FTP, HTTPS, Windows Networking, SSH, Technical Training, QoS, IPAM, Mentoring, Chef, Windows Server 2012, Powershell, Windows Server 2008
Education
University of Missouri-Columbia 1982 — 1983
BA, Polictical Science
Iowa State University 1978 — 1982
Political Science
Fidelity Investments November 2012 - Present
Microsoft February 2012 - September 2012
Microsoft November 2009 - February 2012
Microsoft January 2004 - November 2009
Microsoft February 1996 - January 2004
Racal 1994 - 1996
Skills
Active Directory, DNS, Windows Server, Microsoft Technologies, DHCP, TCP/IP, Troubleshooting, VPN, Enterprise Software, Networking, Technical Support, Cloud Computing, Windows, Hyper-V, Virtualization, WINS, Servers, Enterprise Architecture, Microsoft Certified..., MCITP, Microsoft Exchange, Firewalls, Operating Systems, Server Architecture, Project Management, IIS, Windows 7, System Administration, Service Delivery, Leadership, Customer Satisfaction, Team Leadership, IPSec, Network Administration, 802.1x, SMB, FTP, HTTPS, Windows Networking, SSH, Technical Training, QoS, IPAM, Mentoring, Chef, Windows Server 2012, Powershell, Windows Server 2008
Education
University of Missouri-Columbia 1982 — 1983
BA, Polictical Science
Iowa State University 1978 — 1982
Political Science
Aerie Day Aerie Day's Fidelity Investments Experience April 1983 - October 1987
Job Facilities Services Professional
Industry Facilities Services
Experience
None 2010 - 2011
Wyndham Vacation Ownership January 2005 - October 2008
IBM September 1996 - December 2000
Fidelity Investments April 1983 - October 1987
Education
International Academy of Design 2008 — 2008
Space Planning and Universal Design
None 2010 - 2011
Wyndham Vacation Ownership January 2005 - October 2008
IBM September 1996 - December 2000
Fidelity Investments April 1983 - October 1987
Education
International Academy of Design 2008 — 2008
Space Planning and Universal Design
Walter Hartford, CFA Walter Hartford, CFA's Fidelity Investments Experience 1987 - 1988
Job Sales & Distribution Leader
Industry Financial Services
Experience
Ryan Labs Asset Management June 2015 - Present
F-Squared Investments September 2013 - March 2015
MFS Investment Management 2012 - 2013
MFS Investment Management 2007 - 2012
MFS Investment Management 2005 - 2007
MFS Investment Management 2000 - 2005
Generation Ventures Associates 1994 - 1999
Continental Resources 1989 - 1994
Fidelity Investments 1987 - 1988
Skills
Asset Allocation, Client Segmentation, Contract Negotiation, Defined Contribution, Distribution Strategies, International Investing, Investment Advisory, Mutual Funds, Separately Managed..., Product Development, Relationship Management, Retirement Planning, RIA, Wealth Management, Portfolio Construction, Institutional, Investments, Portfolio Management, Business Development, CRM, Strategy, Competitive Analysis, Equities, Financial Advisory, Product Management, Finance, Cross-functional Team..., Asset Management, Executive Management, Fixed Income, Analytics, Financial Services, Investment Management, Hedge Funds, Corporate Finance, Alternative Investments, Risk Management, Institutional...
Education
University of Massachusetts at Amherst - Isenberg School of Management 1983 — 1987
BBA, Business Administration, Accounting
Newton North High School
Ryan Labs Asset Management June 2015 - Present
F-Squared Investments September 2013 - March 2015
MFS Investment Management 2012 - 2013
MFS Investment Management 2007 - 2012
MFS Investment Management 2005 - 2007
MFS Investment Management 2000 - 2005
Generation Ventures Associates 1994 - 1999
Continental Resources 1989 - 1994
Fidelity Investments 1987 - 1988
Skills
Asset Allocation, Client Segmentation, Contract Negotiation, Defined Contribution, Distribution Strategies, International Investing, Investment Advisory, Mutual Funds, Separately Managed..., Product Development, Relationship Management, Retirement Planning, RIA, Wealth Management, Portfolio Construction, Institutional, Investments, Portfolio Management, Business Development, CRM, Strategy, Competitive Analysis, Equities, Financial Advisory, Product Management, Finance, Cross-functional Team..., Asset Management, Executive Management, Fixed Income, Analytics, Financial Services, Investment Management, Hedge Funds, Corporate Finance, Alternative Investments, Risk Management, Institutional...
Education
University of Massachusetts at Amherst - Isenberg School of Management 1983 — 1987
BBA, Business Administration, Accounting
Newton North High School
Betty Chan-Massey's Fidelity Investments Experience 2005 - 2006
Job Senior Business Development Manager / Sales Engineering at NEC Energy Solutions
Industry Oil & Energy
Experience
NEC Energy Solutions May 2014 - Present
A123 Systems November 2012 - Present
A123 Systems January 2009 - Present
3Com Corporation 2008 - 2009
3Com Corporation 2006 - 2008
Fidelity Investments 2005 - 2006
Sycamore Networks 2000 - 2005
Raytheon 1999 - 2000
Quantum Corporation (Post Digital Equip Corp.), Matsushita Kotobuki Electronics (MKE)-Quantum Compon 1996 - 1999
Skills
Cross-functional Team..., Product Management, Team Leadership, Renewable Energy, Telecommunications, Product Development, Product Marketing, Project Management, Start-ups, Integration, Go-to-market Strategy, Wireless, Energy Management, New Business Development, Marketing Strategy, Program Management, R&D, Contract Negotiation, Leadership, Embedded Systems, Strategy, Electronics, Manufacturing, Engineering Management, Systems Engineering, Engineering, Testing, Market Analysis, Business Development, Management
Education
University of Massachusetts at Amherst - Isenberg School of Management
MBA
Rensselaer Polytechnic Institute
Master of Engr, Bachelor of Science
NEC Energy Solutions May 2014 - Present
A123 Systems November 2012 - Present
A123 Systems January 2009 - Present
3Com Corporation 2008 - 2009
3Com Corporation 2006 - 2008
Fidelity Investments 2005 - 2006
Sycamore Networks 2000 - 2005
Raytheon 1999 - 2000
Quantum Corporation (Post Digital Equip Corp.), Matsushita Kotobuki Electronics (MKE)-Quantum Compon 1996 - 1999
Skills
Cross-functional Team..., Product Management, Team Leadership, Renewable Energy, Telecommunications, Product Development, Product Marketing, Project Management, Start-ups, Integration, Go-to-market Strategy, Wireless, Energy Management, New Business Development, Marketing Strategy, Program Management, R&D, Contract Negotiation, Leadership, Embedded Systems, Strategy, Electronics, Manufacturing, Engineering Management, Systems Engineering, Engineering, Testing, Market Analysis, Business Development, Management
Education
University of Massachusetts at Amherst - Isenberg School of Management
MBA
Rensselaer Polytechnic Institute
Master of Engr, Bachelor of Science
April Hill's Fidelity Investments Experience June 2006 - June 2008
Job Coordinator of Instructional Technology at Massasoit Community College
Industry Higher Education
Experience
Massasoit Community College January 2013 - Present
Suffolk University January 2011 - December 2013
New England College of Business and Finance June 2008 - January 2013
Suffolk University August 2008 - May 2009
Fidelity Investments June 2006 - June 2008
Fidelity Investments 2003 - 2006
Skills
Adult Education, Instructional Design, Microsoft Office, Higher Education, Distance Learning, Curriculum Design, E-Learning, Learning Management..., Instructional Technology, Program Management, Teaching, Organizational..., Educational Technology, Staff Development, Student Affairs, Training, Training Delivery, Leadership, Management, Employee Training, Admissions, Strategy, Blended Learning, Classroom, Leadership Development, Curriculum Development, Faculty Development, Instructor-led Training, Courses, Needs Analysis, Career Counseling, Workshop Facilitation, Captivate, Learning Management, Organizational Learning, Technology Needs..., Academic Administration, Career Development, College Teaching, Student Development, Academic Advising, University Teaching, Higher Education..., Academia, Educational Leadership, Program Development, Performance Consulting
Education
Suffolk University 2007 — 2009
Master of Science in Organizational Learning and Development
Isenberg School of Management, UMass Amherst 1999 — 2003
Bachelor of Science in Business Administration, Finance
Massasoit Community College January 2013 - Present
Suffolk University January 2011 - December 2013
New England College of Business and Finance June 2008 - January 2013
Suffolk University August 2008 - May 2009
Fidelity Investments June 2006 - June 2008
Fidelity Investments 2003 - 2006
Skills
Adult Education, Instructional Design, Microsoft Office, Higher Education, Distance Learning, Curriculum Design, E-Learning, Learning Management..., Instructional Technology, Program Management, Teaching, Organizational..., Educational Technology, Staff Development, Student Affairs, Training, Training Delivery, Leadership, Management, Employee Training, Admissions, Strategy, Blended Learning, Classroom, Leadership Development, Curriculum Development, Faculty Development, Instructor-led Training, Courses, Needs Analysis, Career Counseling, Workshop Facilitation, Captivate, Learning Management, Organizational Learning, Technology Needs..., Academic Administration, Career Development, College Teaching, Student Development, Academic Advising, University Teaching, Higher Education..., Academia, Educational Leadership, Program Development, Performance Consulting
Education
Suffolk University 2007 — 2009
Master of Science in Organizational Learning and Development
Isenberg School of Management, UMass Amherst 1999 — 2003
Bachelor of Science in Business Administration, Finance
Parag Pathak Parag Pathak's Fidelity Investments Experience July 2006 - December 2007
Job Director, Product Marketing at Lavastorm Analytics
Industry Marketing and Advertising
Experience
Lavastorm Analytics July 2014 - Present
EMC June 2012 - June 2014
University of Massachusetts Amherst September 2010 - May 2012
Phillips Van Heusen June 2011 - August 2011
PatientKeeper February 2008 - July 2010
Fidelity Investments July 2006 - December 2007
Education
Isenberg School of Management, UMass Amherst
Master of Business Administration (M.B.A.)
Maharashtra Institute of Technology
Bachelor’s Degree
Lavastorm Analytics July 2014 - Present
EMC June 2012 - June 2014
University of Massachusetts Amherst September 2010 - May 2012
Phillips Van Heusen June 2011 - August 2011
PatientKeeper February 2008 - July 2010
Fidelity Investments July 2006 - December 2007
Education
Isenberg School of Management, UMass Amherst
Master of Business Administration (M.B.A.)
Maharashtra Institute of Technology
Bachelor’s Degree
Patrick Gaspar Patrick Gaspar's Fidelity Investments Experience August 1988 - December 1993
Job Independent Video Editor
Industry Marketing and Advertising
Experience
Patrick Gaspar Creative May 2008 - Present
Evoke Interactions October 2002 - May 2008
Broadstreet 2001 - 2006
Cosmic Blender April 2000 - October 2002
Pisces Productions February 1999 - March 2000
CF Video & Interactive January 1994 - February 1999
Fidelity Investments August 1988 - December 1993
Skills
Final Cut Pro, Avid, After Effects, Photoshop, Video Production, Post Production, Broadcast, DVD Studio Pro, Documentaries, Web Video, Commercials, Compositing, Creative Direction, Multimedia, Adobe Creative Suite, Avid Media Composer, Video Editing, Editing, Motion Graphics, Video, Media Production, Digital Video, HD Video
Education
Iowa State University 1983 — 1988
BA, Television & Film
Patrick Gaspar Creative May 2008 - Present
Evoke Interactions October 2002 - May 2008
Broadstreet 2001 - 2006
Cosmic Blender April 2000 - October 2002
Pisces Productions February 1999 - March 2000
CF Video & Interactive January 1994 - February 1999
Fidelity Investments August 1988 - December 1993
Skills
Final Cut Pro, Avid, After Effects, Photoshop, Video Production, Post Production, Broadcast, DVD Studio Pro, Documentaries, Web Video, Commercials, Compositing, Creative Direction, Multimedia, Adobe Creative Suite, Avid Media Composer, Video Editing, Editing, Motion Graphics, Video, Media Production, Digital Video, HD Video
Education
Iowa State University 1983 — 1988
BA, Television & Film
Bill Nugent, MBA, CFP Bill Nugent, MBA, CFP's Fidelity Investments Experience June 2008 - April 2015
Job
Industry Financial Services
Experience
Mercer Global Advisors Inc. May 2015 - Present
Fidelity Investments June 2008 - April 2015
Union Bank of California August 2006 - June 2008
Ameriprise Financial Services April 2006 - August 2006
Fidelity Investments September 1997 - March 2006
Skills
401k, Retirement, Investments, Financial Planning, Series 7, Retirement Planning, Series 63, Customer Relations, Mutual Funds, Consultative Selling, Process Improvement, New Business Development
Education
Isenberg School of Management, UMass Amherst 2008 — 2010
MBA
University of Massachusetts, Amherst 1993 — 1997
BS
Mercer Global Advisors Inc. May 2015 - Present
Fidelity Investments June 2008 - April 2015
Union Bank of California August 2006 - June 2008
Ameriprise Financial Services April 2006 - August 2006
Fidelity Investments September 1997 - March 2006
Skills
401k, Retirement, Investments, Financial Planning, Series 7, Retirement Planning, Series 63, Customer Relations, Mutual Funds, Consultative Selling, Process Improvement, New Business Development
Education
Isenberg School of Management, UMass Amherst 2008 — 2010
MBA
University of Massachusetts, Amherst 1993 — 1997
BS
Robert Beier's Fidelity Investments Experience June 2015 - Present
Job Financial RepresentativeFull Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Holzworth Concrete May 2013 - September 2013
Wiechman pig company January 2010 - August 2012
Skills
Economics, Small Business Marketing, Investment Banking, Labor Relations, Heavy Equipment, Work Ethic, Multi-tasking..., Task Management, Farm Equipment, Getting the Best Out Of..., Sales Operations, Microsoft Word, Customer Service, Leadership, Sales, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint, Time Management, Teamwork, Social Media
Education
Iowa State University 2011 — 2015
Bachelor’s Degree, Agricultural Business and Management, Graduate
Iowa State University 2011 — 2015
Bachelor's degree, Agribusiness/Agricultural Business Operations
Fidelity Investments June 2015 - Present
Holzworth Concrete May 2013 - September 2013
Wiechman pig company January 2010 - August 2012
Skills
Economics, Small Business Marketing, Investment Banking, Labor Relations, Heavy Equipment, Work Ethic, Multi-tasking..., Task Management, Farm Equipment, Getting the Best Out Of..., Sales Operations, Microsoft Word, Customer Service, Leadership, Sales, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint, Time Management, Teamwork, Social Media
Education
Iowa State University 2011 — 2015
Bachelor’s Degree, Agricultural Business and Management, Graduate
Iowa State University 2011 — 2015
Bachelor's degree, Agribusiness/Agricultural Business Operations
Heather Schreck Heather Schreck's Fidelity Investments Experience October 2014 - Present
Job Retirements Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments April 2013 - October 2014
Fidelity Investments August 2012 - April 2013
Fidelity Investments October 2010 - August 2012
Fidelity Investments June 2007 - October 2010
Fidelity Investments July 2006 - June 2007
Hunter Douglas Metals January 2006 - May 2006
Skills
Series 9/10, Series 7,...
Education
Iowa State University 2001 — 2005
Bachelor of Science, Operations and Supply Chain Management
Iowa State University - College of Business 2001 — 2005
Bachelor of Science, Business Management
Fidelity Investments October 2014 - Present
Fidelity Investments April 2013 - October 2014
Fidelity Investments August 2012 - April 2013
Fidelity Investments October 2010 - August 2012
Fidelity Investments June 2007 - October 2010
Fidelity Investments July 2006 - June 2007
Hunter Douglas Metals January 2006 - May 2006
Skills
Series 9/10, Series 7,...
Education
Iowa State University 2001 — 2005
Bachelor of Science, Operations and Supply Chain Management
Iowa State University - College of Business 2001 — 2005
Bachelor of Science, Business Management
Gabrielle Pike Gabrielle Pike's Fidelity Investments Experience January 2011 - May 2013
Job Market Strategy Senior Analyst at Southwest Airlines
Industry Financial Services
Experience
Southwest Airlines August 2014 - Present
Southwest Airlines May 2013 - August 2014
Fidelity Investments January 2011 - May 2013
Biogen Idec July 2008 - January 2011
ING Australia September 2006 - December 2006
Skills
Auditing, Analysis, Microsoft Office, Management, Microsoft Excel, Process Improvement, Microsoft Word, PowerPoint, Finance, Sales, Financial Analysis, Data Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management
BS, Finance
Tulane University 2004 — 2005
Southwest Airlines August 2014 - Present
Southwest Airlines May 2013 - August 2014
Fidelity Investments January 2011 - May 2013
Biogen Idec July 2008 - January 2011
ING Australia September 2006 - December 2006
Skills
Auditing, Analysis, Microsoft Office, Management, Microsoft Excel, Process Improvement, Microsoft Word, PowerPoint, Finance, Sales, Financial Analysis, Data Analysis
Education
University of Massachusetts at Amherst - Isenberg School of Management
BS, Finance
Tulane University 2004 — 2005
Judi Main Judi Main's Fidelity Investments Experience November 1995 - December 1997
Job A Communicator with a Rare Blend of Passionate Commitment, Creativity and Benefits/ Investment Expertise
Industry Marketing and Advertising
Experience
Spread the Word Communications August 2009 - Present
MMBB September 2002 - July 2009
OnlineBenefits 2000 - 2002
ASA Communications January 1998 - September 2000
Fidelity Investments November 1995 - December 1997
PricewaterhouseCoopers June 1993 - November 1995
Mercer Human Resource Consulting September 1990 - June 1993
Principal Financial Group 1979 - 1990
Skills
Executive Scriptwriting, Marketing..., Community Activism, Fundraising..., Investment Fund..., Event Management, Leadership, Marketing, Team Building, Marketing Communications, Community Outreach, Project Management, Strategy, Creative Direction, Public Speaking, Activism, Public Relations, Event Planning, Advertising, Employee Benefits, Outsourcing, Press Releases, Volunteer Management, Marketing Strategy, Fundraising, Editing, Social Networking, Sales, Creative Writing, Corporate Communications, Internal Communications, Strategic Communications, Executive Management, Training, Research, Strategic Planning, Nonprofits, Social Media, Media Relations, Program Development, Social Media Marketing
Education
Iowa State University 1972 — 1979
BA, Philosophy; psychology and arts history emphasis
Ames Senior High
Spread the Word Communications August 2009 - Present
MMBB September 2002 - July 2009
OnlineBenefits 2000 - 2002
ASA Communications January 1998 - September 2000
Fidelity Investments November 1995 - December 1997
PricewaterhouseCoopers June 1993 - November 1995
Mercer Human Resource Consulting September 1990 - June 1993
Principal Financial Group 1979 - 1990
Skills
Executive Scriptwriting, Marketing..., Community Activism, Fundraising..., Investment Fund..., Event Management, Leadership, Marketing, Team Building, Marketing Communications, Community Outreach, Project Management, Strategy, Creative Direction, Public Speaking, Activism, Public Relations, Event Planning, Advertising, Employee Benefits, Outsourcing, Press Releases, Volunteer Management, Marketing Strategy, Fundraising, Editing, Social Networking, Sales, Creative Writing, Corporate Communications, Internal Communications, Strategic Communications, Executive Management, Training, Research, Strategic Planning, Nonprofits, Social Media, Media Relations, Program Development, Social Media Marketing
Education
Iowa State University 1972 — 1979
BA, Philosophy; psychology and arts history emphasis
Ames Senior High
Jana Holst Jana Holst's Fidelity Investments Experience September 2012 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments July 2000 - September 2012
Agilent Technologies March 1997 - July 2000
Chevron June 1991 - March 1997
Skills
Oracle PL/SQL...
Education
Iowa State University 1986 — 1991
BS, Computer Science
Fidelity Investments September 2012 - Present
Fidelity Investments July 2000 - September 2012
Agilent Technologies March 1997 - July 2000
Chevron June 1991 - March 1997
Skills
Oracle PL/SQL...
Education
Iowa State University 1986 — 1991
BS, Computer Science
Amanze Ibe, CFA Amanze Ibe, CFA's Fidelity Investments Experience April 2015 - Present
Job Investment Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments June 2013 - April 2015
Waters April 2012 - June 2013
Waters April 2010 - March 2012
Waters June 2007 - March 2010
Liberty Mutual Insurance June 2005 - December 2006
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Data Analysis, Analysis, Corporate Finance, Forecasting, Strategic Financial..., Microsoft Excel, Variance Analysis, Risk Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
BBA, Finance, Economics
Fidelity Investments April 2015 - Present
Fidelity Investments June 2013 - April 2015
Waters April 2012 - June 2013
Waters April 2010 - March 2012
Waters June 2007 - March 2010
Liberty Mutual Insurance June 2005 - December 2006
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Data Analysis, Analysis, Corporate Finance, Forecasting, Strategic Financial..., Microsoft Excel, Variance Analysis, Risk Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
BBA, Finance, Economics
Angela Brodeur Angela Brodeur's Fidelity Investments Experience April 2008 - April 2010
Job Sr Recruiter, Enterprise, Commercial and SMB SalesEMC at EMC
Industry Staffing and Recruiting
Experience
EMC April 2010 - Present
Angela Greenlaw Photography September 1999 - Present
Fidelity Investments April 2008 - April 2010
Veritude, a Fidelity Investments Company April 2008 - April 2010
Spherion Professional Services April 2005 - July 2007
Hudson Global Resources May 2003 - April 2005
Deerfield Academy- Alumni Office June 1998 - May 2003
Skills
Advertising, Screening Resumes, Talent Acquisition, Networking, Employee Relations, Talent Management, Temporary Placement, Permanent Placement, Human Resources, Internet Recruiting, Workforce Planning, Recruiting, Management, Customer Service, PeopleSoft, Taleo, Technical Recruiting, Contract Recruitment, Screening, Sourcing, Cold Calling, College Recruiting, Negotiation, Strategy, Staffing Services, Executive Search
Education
Berkshire School
Isenberg School of Management, UMass Amherst
MA
Mount Holyoke College
BA
EMC April 2010 - Present
Angela Greenlaw Photography September 1999 - Present
Fidelity Investments April 2008 - April 2010
Veritude, a Fidelity Investments Company April 2008 - April 2010
Spherion Professional Services April 2005 - July 2007
Hudson Global Resources May 2003 - April 2005
Deerfield Academy- Alumni Office June 1998 - May 2003
Skills
Advertising, Screening Resumes, Talent Acquisition, Networking, Employee Relations, Talent Management, Temporary Placement, Permanent Placement, Human Resources, Internet Recruiting, Workforce Planning, Recruiting, Management, Customer Service, PeopleSoft, Taleo, Technical Recruiting, Contract Recruitment, Screening, Sourcing, Cold Calling, College Recruiting, Negotiation, Strategy, Staffing Services, Executive Search
Education
Berkshire School
Isenberg School of Management, UMass Amherst
MA
Mount Holyoke College
BA
Amit Gulaya Amit Gulaya's Fidelity Investments Experience June 2003 - Present
Job Director of Software Development at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2003 - Present
Comverse 1997 - 2003
Education
Isenberg School of Management, UMass Amherst 2008 — 2011
MBA
Northeastern University 1994 — 1997
Bachelor's Degree, Computer Science
AFGJI
Fidelity Investments June 2003 - Present
Comverse 1997 - 2003
Education
Isenberg School of Management, UMass Amherst 2008 — 2011
MBA
Northeastern University 1994 — 1997
Bachelor's Degree, Computer Science
AFGJI
Geoffrey Kuli, CFA Geoffrey Kuli, CFA's Fidelity Investments Experience 2006 - 2008
Job Vice President at Foster Dykema Cabot & Co., Inc.
Industry Investment Management
Experience
Foster Dykema Cabot & Co., Inc. September 2008 - Present
Fidelity Investments 2006 - 2008
Westfield Capital Management 2005 - 2006
Essex Investment Management 2000 - 2005
Loomis, Sayles & Company 1997 - 2000
Canyon Vista Middle School August 1993 - August 1997
Skills
Investments, Asset Management, Hedge Funds, Equities, Bloomberg, Alternative Investments, Valuation, Portfolio Management, Financial Modeling, Mutual Funds, FactSet, Private Equity
Education
Middlebury College 1989 — 1993
BA, Mathematics
International School of Brussels
Foster Dykema Cabot & Co., Inc. September 2008 - Present
Fidelity Investments 2006 - 2008
Westfield Capital Management 2005 - 2006
Essex Investment Management 2000 - 2005
Loomis, Sayles & Company 1997 - 2000
Canyon Vista Middle School August 1993 - August 1997
Skills
Investments, Asset Management, Hedge Funds, Equities, Bloomberg, Alternative Investments, Valuation, Portfolio Management, Financial Modeling, Mutual Funds, FactSet, Private Equity
Education
Middlebury College 1989 — 1993
BA, Mathematics
International School of Brussels
Sunilda Vasquez Sunilda Vasquez's Fidelity Investments Experience October 2015 - Present
Job Fidelity Investment
Industry Financial Services
Experience
Fidelity Investments October 2015 - Present
JPMorgan Chase Bank, N.A. November 2013 - September 2015
Nordstrom November 2012 - November 2013
ALMACENES SUNY August 2007 - September 2012
RUSSIN VECCHI & HEREDIA BONETTI August 2004 - August 2007
US Trust April 2001 - June 2003
Salomon Smith Barney Asset Management August 1999 - June 2001
Education
NYU School of Professional Studies 2015 — 2015
Pohs 2013 — 2013
University of Connecticut 2002 — 2007
St. John's University 1993 — 1996
Instituto Tecnológico de Santo Domingo 1984 — 1988
Fidelity Investments October 2015 - Present
JPMorgan Chase Bank, N.A. November 2013 - September 2015
Nordstrom November 2012 - November 2013
ALMACENES SUNY August 2007 - September 2012
RUSSIN VECCHI & HEREDIA BONETTI August 2004 - August 2007
US Trust April 2001 - June 2003
Salomon Smith Barney Asset Management August 1999 - June 2001
Education
NYU School of Professional Studies 2015 — 2015
Pohs 2013 — 2013
University of Connecticut 2002 — 2007
St. John's University 1993 — 1996
Instituto Tecnológico de Santo Domingo 1984 — 1988
Andy Reed Andy Reed's Fidelity Investments Experience June 2007 - August 2007
Job Strategic Account Executive
Industry Information Technology and Services
Experience
Veracode July 2015 - Present
Veracode January 2013 - June 2015
Veracode July 2013 - October 2013
Veracode April 2012 - January 2013
Veracode August 2010 - April 2012
AG Salesworks June 2009 - July 2010
Fidelity Investments June 2007 - August 2007
Skills
Solution Selling, Penetration Testing, Security, Risk Management, Cloud Computing, SaaS, Salesforce.com, New Business Development, Lead Generation, Cold Calling, Enterprise Software, Account Management, Business Development, Leadership, Sales Process, Business Analysis, Sales, Sales Operations, CRM, Professional Services, Training, Application Security, Sales Management, Channel Partners, Direct Sales, Demand Generation, Strategic Partnerships, Software Industry, Go-to-market Strategy, Selling, Start-ups, B2B, Managed Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
BBA, Marketing
The University of Queensland 2008 — 2008
International Marketing
Veracode July 2015 - Present
Veracode January 2013 - June 2015
Veracode July 2013 - October 2013
Veracode April 2012 - January 2013
Veracode August 2010 - April 2012
AG Salesworks June 2009 - July 2010
Fidelity Investments June 2007 - August 2007
Skills
Solution Selling, Penetration Testing, Security, Risk Management, Cloud Computing, SaaS, Salesforce.com, New Business Development, Lead Generation, Cold Calling, Enterprise Software, Account Management, Business Development, Leadership, Sales Process, Business Analysis, Sales, Sales Operations, CRM, Professional Services, Training, Application Security, Sales Management, Channel Partners, Direct Sales, Demand Generation, Strategic Partnerships, Software Industry, Go-to-market Strategy, Selling, Start-ups, B2B, Managed Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
BBA, Marketing
The University of Queensland 2008 — 2008
International Marketing
Siv Mahanty's Fidelity Investments Experience September 2004 - July 2008
Job Business Management Consultant
Industry Management Consulting
Experience
Colborne Condo Complex . January 2009 - December 2011
Fidelity Investments September 2004 - July 2008
State Street Corporation September 1994 - July 2003
MITRE Corporation 1980 - 1990
Skills
Microsoft Office, Analysis, Unix, Software Documentation, SQL, System Administration, SAS, Process Improvement, Servers, Troubleshooting, Performance Tuning, Solaris, Virtualization, Hardware, Testing, JavaScript, Quality Assurance, AIX, Shell Scripting, C++, Data Warehousing, Training, PL/SQL, HTML, Budgets, Vendor Management, IBM AIX, Program Management, Business Analysis
Education
Iowa State University
BS, Economics, Mathematics
Pennsylvania State University
Master of Engineering (M.Eng.), Industrial Engineering
Temple University
MBA, Finance
Colborne Condo Complex . January 2009 - December 2011
Fidelity Investments September 2004 - July 2008
State Street Corporation September 1994 - July 2003
MITRE Corporation 1980 - 1990
Skills
Microsoft Office, Analysis, Unix, Software Documentation, SQL, System Administration, SAS, Process Improvement, Servers, Troubleshooting, Performance Tuning, Solaris, Virtualization, Hardware, Testing, JavaScript, Quality Assurance, AIX, Shell Scripting, C++, Data Warehousing, Training, PL/SQL, HTML, Budgets, Vendor Management, IBM AIX, Program Management, Business Analysis
Education
Iowa State University
BS, Economics, Mathematics
Pennsylvania State University
Master of Engineering (M.Eng.), Industrial Engineering
Temple University
MBA, Finance
Russell Broz's Fidelity Investments Experience 2001 - 2004
Job Wine Consultant
Industry Wine and Spirits
Experience
Wines & More - Mansfield, MA August 2011 - Present
Marty's Fine Wines January 2007 - November 2009
Gordon's Fine Wines 2005 - 2006
Fidelity Investments 2001 - 2004
Fidelity Investments 1997 - 2001
Branded-New England 1992 - 1997
Pastene Wine Company 1989 - 1991
Skills
Wine Tasting, Wine, Marketing, Retail, Merchandising, Food, Purchasing, Customer Service, Menu Development, Marketing Strategy, Management, Sales, Food & Beverage, Restaurants, Pricing
Education
Isenberg School of Management, UMass Amherst
Bachelors, Department of Hospitality and Tourism Management
Wines & More - Mansfield, MA August 2011 - Present
Marty's Fine Wines January 2007 - November 2009
Gordon's Fine Wines 2005 - 2006
Fidelity Investments 2001 - 2004
Fidelity Investments 1997 - 2001
Branded-New England 1992 - 1997
Pastene Wine Company 1989 - 1991
Skills
Wine Tasting, Wine, Marketing, Retail, Merchandising, Food, Purchasing, Customer Service, Menu Development, Marketing Strategy, Management, Sales, Food & Beverage, Restaurants, Pricing
Education
Isenberg School of Management, UMass Amherst
Bachelors, Department of Hospitality and Tourism Management
Jared A. Quill's Fidelity Investments Experience August 2013 - Present
Job Director Sales and Service Models at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Fidelity Investments June 1999 - Present
Skills
Six Sigma, Business Analysis, Business Process..., Data Analysis, Process Improvement, Lean Manufacturing, Business Process, Business Process Design, Financial Services, Outsourcing, Offshore Operations, Project Management, Employee Benefits, Leadership, Customer Focus
Education
Isenberg School of Management, UMass Amherst 1997 — 1999
BA
Fidelity Investments August 2013 - Present
Fidelity Investments June 1999 - Present
Skills
Six Sigma, Business Analysis, Business Process..., Data Analysis, Process Improvement, Lean Manufacturing, Business Process, Business Process Design, Financial Services, Outsourcing, Offshore Operations, Project Management, Employee Benefits, Leadership, Customer Focus
Education
Isenberg School of Management, UMass Amherst 1997 — 1999
BA
Alex Delpleche's Fidelity Investments Experience October 2005 - January 2007
Job Principal Examiner at FINRA
Industry Financial Services
Experience
FINRA (Financial Industry Regulatory Authority) May 2010 - Present
Fidelity Investment January 2007 - May 2010
Fidelity Investments October 2005 - January 2007
Fidelity Investments April 2004 - October 2005
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Isenberg School of Management, UMass Amherst 1999 — 2003
B.S.B.A, Sports Marketing
FINRA (Financial Industry Regulatory Authority) May 2010 - Present
Fidelity Investment January 2007 - May 2010
Fidelity Investments October 2005 - January 2007
Fidelity Investments April 2004 - October 2005
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Isenberg School of Management, UMass Amherst 1999 — 2003
B.S.B.A, Sports Marketing
Angela Driggers's Fidelity Investments Experience May 2008 - March 2013
Job *
Industry Financial Services
Experience
Fidelity Investments May 2008 - March 2013
MFS Investment Management 2004 - 2008
HR Block 2003 - 2005
BISYS 2002 - 2003
Funds Distributor, Inc. 2000 - 2002
Skills
Microsoft Excel, Vendor Management, Asset Management, Treasury, Tax, Data Analysis, Relationship Management, Bloomberg, Financial Analysis, Financial Services, Finance, Fixed Income, Microsoft Office, Market Data, Business Analysis
Education
University of Massachusetts, Amherst 1995 — 2001
Isenberg School of Management, UMass Amherst
Fidelity Investments May 2008 - March 2013
MFS Investment Management 2004 - 2008
HR Block 2003 - 2005
BISYS 2002 - 2003
Funds Distributor, Inc. 2000 - 2002
Skills
Microsoft Excel, Vendor Management, Asset Management, Treasury, Tax, Data Analysis, Relationship Management, Bloomberg, Financial Analysis, Financial Services, Finance, Fixed Income, Microsoft Office, Market Data, Business Analysis
Education
University of Massachusetts, Amherst 1995 — 2001
Isenberg School of Management, UMass Amherst
Akash Vallecha,'s Fidelity Investments Experience January 2012 - Present
Job Head of Taxable Bond Analytics at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments - Fixed Income Division December 1998 - June 2012
Skills
Fixed Income, Bonds, Equities, Derivatives, Bloomberg, Portfolio Management, Hedge Funds, Capital Markets, Quantitative Finance, Asset Managment, Market Risk, Options, Interest Rate..., Investments, Financial Modeling, Risk Management
Education
Paul Wilmott's Certificate in Quantitative Finance 2008 — 2008
CQF, Quantitative Finance
Southern New Hampshire University 1996 — 1999
MS,MBA
Institute of Technology and Management 1996 — 1998
Master of Business Administration (MBA)
University of Mumbai 1990 — 1994
B.E, Computer Science
Fidelity Investments January 2012 - Present
Fidelity Investments - Fixed Income Division December 1998 - June 2012
Skills
Fixed Income, Bonds, Equities, Derivatives, Bloomberg, Portfolio Management, Hedge Funds, Capital Markets, Quantitative Finance, Asset Managment, Market Risk, Options, Interest Rate..., Investments, Financial Modeling, Risk Management
Education
Paul Wilmott's Certificate in Quantitative Finance 2008 — 2008
CQF, Quantitative Finance
Southern New Hampshire University 1996 — 1999
MS,MBA
Institute of Technology and Management 1996 — 1998
Master of Business Administration (MBA)
University of Mumbai 1990 — 1994
B.E, Computer Science
Andrew Thorpe's Fidelity Investments Experience March 2006 - May 2008
Job Senior Consultant at Marsh & McLennan Agency New England known locally as Bostonian Group
Industry Financial Services
Experience
Marsh & McLennan Agency - New England known locally as Bostonian Group March 2013 - Present
The Bostonian Group, a Marsh & McLennan Agency Company May 2008 - March 2013
Fidelity Investments March 2006 - May 2008
Fidelity Investments 1996 - 2007
Skills
Retirement Plan..., Retirement, Fiduciary Management, Vendor Management, Asset Allocation, Relationship Management, Mutual Funds, Leadership, Building Business..., 401k, Retirement Planning, Investments, Financial Services, Series 63, Series 7, Series 6, Defined Contribution, Defined Benefit, Qualified Retirement..., 403 b, Investment Strategies, Strategy, Sales, Alternative Investments, Securities, Profit Sharing, ERISA, Fixed Annuities, Executive Pay, Disability Insurance, Investment Advisory, Life Insurance, Wealth Management, Series 65, DCIO, Life, Accident and..., Pensions, Employee Benefits
Education
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1996
Finance, Investments
Marsh & McLennan Agency - New England known locally as Bostonian Group March 2013 - Present
The Bostonian Group, a Marsh & McLennan Agency Company May 2008 - March 2013
Fidelity Investments March 2006 - May 2008
Fidelity Investments 1996 - 2007
Skills
Retirement Plan..., Retirement, Fiduciary Management, Vendor Management, Asset Allocation, Relationship Management, Mutual Funds, Leadership, Building Business..., 401k, Retirement Planning, Investments, Financial Services, Series 63, Series 7, Series 6, Defined Contribution, Defined Benefit, Qualified Retirement..., 403 b, Investment Strategies, Strategy, Sales, Alternative Investments, Securities, Profit Sharing, ERISA, Fixed Annuities, Executive Pay, Disability Insurance, Investment Advisory, Life Insurance, Wealth Management, Series 65, DCIO, Life, Accident and..., Pensions, Employee Benefits
Education
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1996
Finance, Investments
Bill Giampa's Fidelity Investments Experience August 2012 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments June 2008 - August 2012
Fidelity Investments June 2006 - June 2008
Skills
Business Analysis, Risk Management, Agile Methodologies, Equities, SQL, Analysis, Project Management, Systems Analysis, Data Analysis, SDLC, Process Improvement, Vendor Management, Requirements Analysis, Requirements Gathering, Analytics, Business Intelligence, Financial Services
Education
Isenberg School of Management, UMass Amherst 2000 — 2004
BA, Business Management
University of Massachusetts, Amherst 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Fidelity Investments August 2012 - Present
Fidelity Investments June 2008 - August 2012
Fidelity Investments June 2006 - June 2008
Skills
Business Analysis, Risk Management, Agile Methodologies, Equities, SQL, Analysis, Project Management, Systems Analysis, Data Analysis, SDLC, Process Improvement, Vendor Management, Requirements Analysis, Requirements Gathering, Analytics, Business Intelligence, Financial Services
Education
Isenberg School of Management, UMass Amherst 2000 — 2004
BA, Business Management
University of Massachusetts, Amherst 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Nelson Pereira, CFP®'s Fidelity Investments Experience July 2013 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments October 2011 - June 2013
Fidelity Investments June 2008 - October 2011
Fidelity Investments October 2007 - June 2008
Dapco LLC September 2004 - June 2007
Skills
Equities, Fixed Income, Investments, Certified Financial..., Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Mutual Funds, Series 7
Education
Iona College 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Fidelity Investments July 2013 - Present
Fidelity Investments October 2011 - June 2013
Fidelity Investments June 2008 - October 2011
Fidelity Investments October 2007 - June 2008
Dapco LLC September 2004 - June 2007
Skills
Equities, Fixed Income, Investments, Certified Financial..., Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Mutual Funds, Series 7
Education
Iona College 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Amy Taylor (Mailhoit)'s Fidelity Investments Experience March 2004 - June 2007
Job HR Professional
Industry Banking
Experience
Bright Horizons December 2014 - Present
Middlesex Savings Bank August 2007 - November 2014
Fidelity Investments March 2004 - June 2007
Fidelity Investments September 2001 - March 2004
Skills
Onboarding, Applicant Tracking..., New Hire Orientations, Background Checks, Recruiting, HRIS, Compensation & Benefits..., 401k, Pension Administration, Interviews, Customer Service, Management, HR Policies
Education
Framingham State University 2012 — 2015
Graduate Certificate
University of Massachusetts at Amherst - Isenberg School of Management
Bachelors of Business Administration
Ashland High School
Diploma
Bright Horizons December 2014 - Present
Middlesex Savings Bank August 2007 - November 2014
Fidelity Investments March 2004 - June 2007
Fidelity Investments September 2001 - March 2004
Skills
Onboarding, Applicant Tracking..., New Hire Orientations, Background Checks, Recruiting, HRIS, Compensation & Benefits..., 401k, Pension Administration, Interviews, Customer Service, Management, HR Policies
Education
Framingham State University 2012 — 2015
Graduate Certificate
University of Massachusetts at Amherst - Isenberg School of Management
Bachelors of Business Administration
Ashland High School
Diploma
Patricia Pichardo, MSF, MSCS's Fidelity Investments Experience September 2003 - March 2010
Job Senior Consultant Partner at DataGeeks LLC
Industry Computer Software
Experience
DataGeeks LLC December 2009 - Present
Fidelity Investments September 2003 - March 2010
Fidelity Investments - Strategic Advisers July 2001 - August 2003
Massachusetts Department of Education January 2001 - June 2001
Fidelity Investments - Strategic Advisers January 2000 - June 2001
Fidelity Investments March 1997 - December 2000
Fidelity Investments - Research Analysis Group February 1995 - May 1997
GTECH Corporation September 1990 - January 1995
FIDUR (Dominican Republic) May 1987 - February 1988
Education
Suffolk University - Sawyer Business School 2004 — 2007
Master of Science, Finance
Northeastern University 1998 — 2000
Master of Science, Computer Science
Instituto Tecnológico de Santo Domingo 1984 — 1988
Bachelor of Science, Information System Engineering
DataGeeks LLC December 2009 - Present
Fidelity Investments September 2003 - March 2010
Fidelity Investments - Strategic Advisers July 2001 - August 2003
Massachusetts Department of Education January 2001 - June 2001
Fidelity Investments - Strategic Advisers January 2000 - June 2001
Fidelity Investments March 1997 - December 2000
Fidelity Investments - Research Analysis Group February 1995 - May 1997
GTECH Corporation September 1990 - January 1995
FIDUR (Dominican Republic) May 1987 - February 1988
Education
Suffolk University - Sawyer Business School 2004 — 2007
Master of Science, Finance
Northeastern University 1998 — 2000
Master of Science, Computer Science
Instituto Tecnológico de Santo Domingo 1984 — 1988
Bachelor of Science, Information System Engineering
Joseph Cullaro's Fidelity Investments Experience October 2011 - Present
Job Senior Director of Client Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Fidelity Investments July 2004 - 2011
Fidelity Investments November 1998 - 2004
Skills
Series 7, Mutual Funds, Financial Services
Education
Iona College 1994 — 1998
Fidelity Investments October 2011 - Present
Fidelity Investments July 2004 - 2011
Fidelity Investments November 1998 - 2004
Skills
Series 7, Mutual Funds, Financial Services
Education
Iona College 1994 — 1998
Andrea Cooper's Fidelity Investments Experience June 2015 - Present
Job Business Analyst Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
The Crosby Company of New Hampshire November 2013 - June 2015
Fidelity Investments October 2007 - September 2013
Fidelity Investments July 2004 - September 2007
Fidelity Investments May 2000 - July 2004
Fidelity Investments August 1998 - May 2000
Blue Cross and Blue Shield of Massachusetts January 1994 - July 1998
Lechmere Sales January 1990 - January 1994
Blue Cross and Blue Shield of Massachusetts January 1985 - January 1990
Skills
Business Analysis, Process Improvement, Requirements Analysis, Requirements Gathering, Vendor Management, SDLC, Program Management, Six Sigma, Cross-functional Team..., Software Documentation, Project Management, Change Management, Leadership, Business Process..., CRM, Management, Analysis, Visio, PMP
Education
University of Massachusetts, Boston
M.Ed, Instructional Design
Isenberg School of Management, UMass Amherst 1981 — 1985
BBA, Management
Fidelity Investments June 2015 - Present
The Crosby Company of New Hampshire November 2013 - June 2015
Fidelity Investments October 2007 - September 2013
Fidelity Investments July 2004 - September 2007
Fidelity Investments May 2000 - July 2004
Fidelity Investments August 1998 - May 2000
Blue Cross and Blue Shield of Massachusetts January 1994 - July 1998
Lechmere Sales January 1990 - January 1994
Blue Cross and Blue Shield of Massachusetts January 1985 - January 1990
Skills
Business Analysis, Process Improvement, Requirements Analysis, Requirements Gathering, Vendor Management, SDLC, Program Management, Six Sigma, Cross-functional Team..., Software Documentation, Project Management, Change Management, Leadership, Business Process..., CRM, Management, Analysis, Visio, PMP
Education
University of Massachusetts, Boston
M.Ed, Instructional Design
Isenberg School of Management, UMass Amherst 1981 — 1985
BBA, Management
Robann Bruder's Fidelity Investments Experience March 1993 - April 1995
Job Sr Lead Business Systems Analyst at Key Bank
Industry Banking
Experience
Key Bank April 2000 - Present
World Savings Corporation December 1999 - April 2000
KeyBank November 1997 - September 1999
Key Investment Services April 1995 - November 1997
Fidelity Investments March 1993 - April 1995
Wells Fargo May 1992 - January 1993
Wells Fargo August 1990 - May 1992
Wells Fargo November 1988 - August 1990
Wells Fargo September 1985 - November 1988
Target June 1982 - August 1985
Skills
Business Analysis, Lotus Notes, Financial Services, SDLC, Banking, Business Requirements, Requirements Gathering, Process Improvement, Vendor Management, Analysis, Risk Management, Business Process, Business Intelligence, Requirements Analysis, Management, Visio
Education
Iowa State University 1977 — 1982
BS, Retail Management
Key Bank April 2000 - Present
World Savings Corporation December 1999 - April 2000
KeyBank November 1997 - September 1999
Key Investment Services April 1995 - November 1997
Fidelity Investments March 1993 - April 1995
Wells Fargo May 1992 - January 1993
Wells Fargo August 1990 - May 1992
Wells Fargo November 1988 - August 1990
Wells Fargo September 1985 - November 1988
Target June 1982 - August 1985
Skills
Business Analysis, Lotus Notes, Financial Services, SDLC, Banking, Business Requirements, Requirements Gathering, Process Improvement, Vendor Management, Analysis, Risk Management, Business Process, Business Intelligence, Requirements Analysis, Management, Visio
Education
Iowa State University 1977 — 1982
BS, Retail Management
Britta Gillis's Fidelity Investments Experience February 2004 - June 2006
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street July 2006 - Present
Fidelity Investments February 2004 - June 2006
Skills
Fund Accounting, Bloomberg, Corporate Actions, DTC, Mutual Funds, Financial Reporting, Equities, Finance, Analysis, Client Services, Financial Services, Investments, Fixed Income, Bloomberg Terminal, Securities, Management
Education
Suffolk University - Sawyer Business School 2005 — 2009
MBA, Finance
Isenberg School of Management, UMass Amherst 1999 — 2003
Bachelor of Business Administration, Marketing
State Street July 2006 - Present
Fidelity Investments February 2004 - June 2006
Skills
Fund Accounting, Bloomberg, Corporate Actions, DTC, Mutual Funds, Financial Reporting, Equities, Finance, Analysis, Client Services, Financial Services, Investments, Fixed Income, Bloomberg Terminal, Securities, Management
Education
Suffolk University - Sawyer Business School 2005 — 2009
MBA, Finance
Isenberg School of Management, UMass Amherst 1999 — 2003
Bachelor of Business Administration, Marketing
Bruno DiPietrantonio's Fidelity Investments Experience Senior Systems AnalystFidelity Investments
Job Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Senior Systems AnalystFidelity Investments
Skills
SDLC, Program Management, Software Project..., Requirements Gathering, Business Analysis, Requirements Analysis
Education
Isenberg School of Management, UMass Amherst 1990 — 1995
Fidelity Investments Senior Systems AnalystFidelity Investments
Skills
SDLC, Program Management, Software Project..., Requirements Gathering, Business Analysis, Requirements Analysis
Education
Isenberg School of Management, UMass Amherst 1990 — 1995
Daniel Mis's Fidelity Investments Experience August 2011 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Goldman Sachs July 2000 - July 2011
Skills
Hedge Funds, Fixed Income
Education
Isenberg School of Management, UMass Amherst 1996 — 2000
University of Massachusetts, Amherst 1996 — 2000
Finance, Finance
Fidelity Investments August 2011 - Present
Goldman Sachs July 2000 - July 2011
Skills
Hedge Funds, Fixed Income
Education
Isenberg School of Management, UMass Amherst 1996 — 2000
University of Massachusetts, Amherst 1996 — 2000
Finance, Finance
Alison (Niemyski) Barry's Fidelity Investments Experience July 2014 - Present
Job Senior Director, Fidelity Family Office Services
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments July 2012 - July 2014
Fidelity Investments June 2010 - July 2012
The Cadmus Group June 2009 - January 2010
Boston Museum of Science February 2008 - May 2009
TLC Marketing February 2007 - July 2007
Naismith Memorial Basketball Hall of Fame March 2006 - January 2007
Naismith Memorial Basketball Hall of Fame July 2004 - February 2006
Skills
Management, Marketing, Leadership, Marketing Communications
Education
University of Massachusetts at Amherst - Isenberg School of Management 1999 — 2003
Bachelor of Science (BS)
Fidelity Investments July 2014 - Present
Fidelity Investments July 2012 - July 2014
Fidelity Investments June 2010 - July 2012
The Cadmus Group June 2009 - January 2010
Boston Museum of Science February 2008 - May 2009
TLC Marketing February 2007 - July 2007
Naismith Memorial Basketball Hall of Fame March 2006 - January 2007
Naismith Memorial Basketball Hall of Fame July 2004 - February 2006
Skills
Management, Marketing, Leadership, Marketing Communications
Education
University of Massachusetts at Amherst - Isenberg School of Management 1999 — 2003
Bachelor of Science (BS)
Linda Ronan's Fidelity Investments Experience May 2014 - Present
Job Business Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments May 2012 - April 2014
Fidelity Investments June 2009 - April 2012
Fidelity Investments October 1999 - April 2010
Andersen Consulting (Accenture) July 1982 - September 1999
Skills
Program Management, Financial Services, Outsourcing, Talent Management, Mutual Funds
Education
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Accounting
Fidelity Investments May 2014 - Present
Fidelity Investments May 2012 - April 2014
Fidelity Investments June 2009 - April 2012
Fidelity Investments October 1999 - April 2010
Andersen Consulting (Accenture) July 1982 - September 1999
Skills
Program Management, Financial Services, Outsourcing, Talent Management, Mutual Funds
Education
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Accounting
Chris Shrum's Fidelity Investments Experience July 2008 - November 2008
Job Insurance Executive
Industry Insurance
Experience
Elements Insurance January 2015 - June 2015
Oak Tree Insurance Agency, LLC July 2012 - April 2014
The Hanover Insurance Group July 2010 - July 2012
Fidelity Investments July 2008 - November 2008
Fidelity Investments April 2008 - June 2008
Fidelity Investments October 2006 - December 2007
Fidelity Investments January 2006 - November 2006
Fidelity Investments May 2004 - January 2006
Skills
Investments, Fixed Income, Strategic Financial..., Relationship Management, Financial Modeling, Finance, Needs Analysis, Product Development, Coaching, Positioning, Negotiation, Research, Mutual Funds, Retirement, Policy Analysis, Property & Casualty..., Business Development, Insurance, Analysis, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 2000
Bachelor of Science (B.S.), International Marketing, Media, and Communication
Barnstable High School 1988 — 1992
Elements Insurance January 2015 - June 2015
Oak Tree Insurance Agency, LLC July 2012 - April 2014
The Hanover Insurance Group July 2010 - July 2012
Fidelity Investments July 2008 - November 2008
Fidelity Investments April 2008 - June 2008
Fidelity Investments October 2006 - December 2007
Fidelity Investments January 2006 - November 2006
Fidelity Investments May 2004 - January 2006
Skills
Investments, Fixed Income, Strategic Financial..., Relationship Management, Financial Modeling, Finance, Needs Analysis, Product Development, Coaching, Positioning, Negotiation, Research, Mutual Funds, Retirement, Policy Analysis, Property & Casualty..., Business Development, Insurance, Analysis, Leadership
Education
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 2000
Bachelor of Science (B.S.), International Marketing, Media, and Communication
Barnstable High School 1988 — 1992
Claudio Tereso's Fidelity Investments Experience April 2000 - Present
Job Director of Business Analysis at Fidelity Employee Services Company
Industry Financial Services
Experience
Fidelity Investments April 2000 - Present
First Data Corporation March 1997 - April 2000
Liberty Mutual January 1994 - March 1997
Skills
Process Improvement, Business Analysis, Agile Methodologies, Analysis, Business Process..., Cross-functional Team..., Financial Services, Program Management, Project Management, Requirements Analysis, Requirements Gathering, Strategy, Software Project...
Education
Isenberg School of Management, UMass Amherst 1990 — 1992
Fidelity Investments April 2000 - Present
First Data Corporation March 1997 - April 2000
Liberty Mutual January 1994 - March 1997
Skills
Process Improvement, Business Analysis, Agile Methodologies, Analysis, Business Process..., Cross-functional Team..., Financial Services, Program Management, Project Management, Requirements Analysis, Requirements Gathering, Strategy, Software Project...
Education
Isenberg School of Management, UMass Amherst 1990 — 1992
Carlyn Powers's Fidelity Investments Experience June 2005 - June 2009
Job .
Industry Financial Services
Experience
Fidelity Investments June 2005 - June 2009
Putnam Investments September 1998 - May 2005
Playground Entertainment Marketing January 1998 - June 1998
Education
Isenberg School of Management, UMass Amherst 1993 — 1996
Fidelity Investments June 2005 - June 2009
Putnam Investments September 1998 - May 2005
Playground Entertainment Marketing January 1998 - June 1998
Education
Isenberg School of Management, UMass Amherst 1993 — 1996
Andrew Coletti's Fidelity Investments Experience November 2009 - July 2013
Job Sr. Financial Analyst at EMC
Industry Financial Services
Experience
EMC July 2013 - Present
Fidelity Investments November 2009 - July 2013
Fidelity Investments October 2007 - November 2009
Fidelity Investments June 2006 - October 2007
Fidelity Investments September 2004 - June 2006
Education
Isenberg School of Management, UMass Amherst
Finance, Economics
EMC July 2013 - Present
Fidelity Investments November 2009 - July 2013
Fidelity Investments October 2007 - November 2009
Fidelity Investments June 2006 - October 2007
Fidelity Investments September 2004 - June 2006
Education
Isenberg School of Management, UMass Amherst
Finance, Economics
Therese Tierney's Fidelity Investments Experience October 1994 - Present
Job Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 1994 - Present
Principal Financial Group June 1993 - September 1994
Education
Iowa State University 1986 — 1990
bachelor of science, Elementary Education
Fidelity Investments October 1994 - Present
Principal Financial Group June 1993 - September 1994
Education
Iowa State University 1986 — 1990
bachelor of science, Elementary Education
Adam Anderson's Fidelity Investments Experience May 2002 - July 2005
Job Account Executive at Prelert
Industry Financial Services
Experience
Prelert October 2013 - Present
Acquia July 2012 - October 2013
NTP Software January 2011 - July 2012
Mercer HR Services February 2007 - January 2011
Paychex 2005 - 2007
Fidelity Investments May 2002 - July 2005
Skills
SaaS, Solution Selling, Direct Sales, Account Management, Enterprise Software, New Business Development, Sales Management, Sales, Business Development, Sales Operations, Sales Process, B2B, Virtualization, Sales Presentations, Professional Services, Business Relationship..., WebEx, Channel, Leadership
Education
Isenberg School of Management, UMass Amherst 2007 — 2010
MBA, Business Administration
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Grafton High School
Prelert October 2013 - Present
Acquia July 2012 - October 2013
NTP Software January 2011 - July 2012
Mercer HR Services February 2007 - January 2011
Paychex 2005 - 2007
Fidelity Investments May 2002 - July 2005
Skills
SaaS, Solution Selling, Direct Sales, Account Management, Enterprise Software, New Business Development, Sales Management, Sales, Business Development, Sales Operations, Sales Process, B2B, Virtualization, Sales Presentations, Professional Services, Business Relationship..., WebEx, Channel, Leadership
Education
Isenberg School of Management, UMass Amherst 2007 — 2010
MBA, Business Administration
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Grafton High School
rene hernandez's Fidelity Investments Experience September 2006 - March 2007
Job at
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Wells Fargo Advisors May 2013 - Present
Deutsche Bank Securities July 2011 - February 2013
merrill lynch August 2008 - October 2010
Fidelity Investments September 2006 - March 2007
Skills
Retirement Planning, Retirement, Series 7, Estate Planning, Wealth Management, Equities, Investments, Asset Allocation, Mutual Funds, Financial Advisory, Banking, Options
Education
Iona College 1991 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General, 3.2
Merrill Lynch January 2015 - Present
Wells Fargo Advisors May 2013 - Present
Deutsche Bank Securities July 2011 - February 2013
merrill lynch August 2008 - October 2010
Fidelity Investments September 2006 - March 2007
Skills
Retirement Planning, Retirement, Series 7, Estate Planning, Wealth Management, Equities, Investments, Asset Allocation, Mutual Funds, Financial Advisory, Banking, Options
Education
Iona College 1991 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General, 3.2
Vicky Combs's Fidelity Investments Experience 2012 - Present
Job Retired Sr. Vice President, Strategy and Customer Experience at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Fidelity Investments 2007 - 2012
Fidelity Investments 2004 - 2007
Fidelity Investments 2000 - 2004
Fidelity Investments May 1994 - 2000
Lincoln Financial Group 1990 - 1992
Lincoln Financial Group 1986 - 1990
Skills
Series 26, Registered..., Series 7, General..., Series 63, Uniform..., CLU
Education
Iowa State University
BS
Fidelity Investments 2012 - Present
Fidelity Investments 2007 - 2012
Fidelity Investments 2004 - 2007
Fidelity Investments 2000 - 2004
Fidelity Investments May 1994 - 2000
Lincoln Financial Group 1990 - 1992
Lincoln Financial Group 1986 - 1990
Skills
Series 26, Registered..., Series 7, General..., Series 63, Uniform..., CLU
Education
Iowa State University
BS
Nicholas Ruiz's Fidelity Investments Experience November 2013 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
JP Morgan Chase October 2006 - November 2013
Skills
Credit, Banking, Loans
Education
Iona College 2002 — 2006
BA, Marketing/Sales
Fidelity Investments November 2013 - Present
JP Morgan Chase October 2006 - November 2013
Skills
Credit, Banking, Loans
Education
Iona College 2002 — 2006
BA, Marketing/Sales
Randal Reich's Fidelity Investments Experience February 2006 - February 2009
Job Systems Project Manager at Veritude ( a Fidelity Investments Co.)
Industry Financial Services
Experience
Veritude October 2012 - Present
Veritude October 2012 - Present
Fidelity Investments February 2006 - February 2009
Fidelity Investments April 2000 - January 2006
State Street January 1998 - March 2000
Education
Isenberg School of Management, UMass Amherst 1989 — 1991
MBA
Tufts University 1982 — 1986
BA, English
Veritude October 2012 - Present
Veritude October 2012 - Present
Fidelity Investments February 2006 - February 2009
Fidelity Investments April 2000 - January 2006
State Street January 1998 - March 2000
Education
Isenberg School of Management, UMass Amherst 1989 — 1991
MBA
Tufts University 1982 — 1986
BA, English
James Dole's Fidelity Investments Experience May 2006 - 2009
Job Sales Executive
Industry Financial Services
Experience
Gordon Analytic 2011 - July 2013
Medi Assist 2009 - 2011
Fidelity Investments May 2006 - 2009
Fidelity Investments November 2004 - May 2006
Dalbar 2000 - 2003
Education
Isenberg School of Management, UMass Amherst
BBA, Finance
Gordon Analytic 2011 - July 2013
Medi Assist 2009 - 2011
Fidelity Investments May 2006 - 2009
Fidelity Investments November 2004 - May 2006
Dalbar 2000 - 2003
Education
Isenberg School of Management, UMass Amherst
BBA, Finance
Pete Servais's Fidelity Investments Experience July 2005 - June 2010
Job Senior Systems Engineer at Network Coverage, Inc.
Industry Information Technology and Services
Experience
Network Coverage, Inc. June 2015 - Present
Automation Concepts and Technologies July 2011 - June 2015
TJX November 2010 - July 2011
Fidelity Investments July 2005 - June 2010
Fidelity Investments July 2000 - July 2005
State Street Bank July 1999 - July 2000
Harvard Pilgrim Health Care July 1997 - July 1999
Skills
CISSP, CSSA, MCSE
Education
Isenberg School of Management, UMass Amherst
B.B.A.
University of Massachusetts, Amherst
B.B.A
Network Coverage, Inc. June 2015 - Present
Automation Concepts and Technologies July 2011 - June 2015
TJX November 2010 - July 2011
Fidelity Investments July 2005 - June 2010
Fidelity Investments July 2000 - July 2005
State Street Bank July 1999 - July 2000
Harvard Pilgrim Health Care July 1997 - July 1999
Skills
CISSP, CSSA, MCSE
Education
Isenberg School of Management, UMass Amherst
B.B.A.
University of Massachusetts, Amherst
B.B.A
Alex Schaapveld's Fidelity Investments Experience April 2015 - Present
Job Client Management Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
J.P. Morgan October 2011 - April 2015
Edward Jones November 2010 - July 2011
Allscripts October 2009 - July 2010
Geneva Golf & Country Club January 2006 - June 2009
Skills
Mutual Funds, Investments, Series 7, 401k, Uniform Combined State..., Insurance, Series 66, Customer Relations, Bonds
Education
Iowa State University 2004 — 2008
Bachelor, Liberal Studies 2008
Fidelity Investments April 2015 - Present
J.P. Morgan October 2011 - April 2015
Edward Jones November 2010 - July 2011
Allscripts October 2009 - July 2010
Geneva Golf & Country Club January 2006 - June 2009
Skills
Mutual Funds, Investments, Series 7, 401k, Uniform Combined State..., Insurance, Series 66, Customer Relations, Bonds
Education
Iowa State University 2004 — 2008
Bachelor, Liberal Studies 2008
Sandhya Kothuri's Fidelity Investments Experience October 2006 - Present
Job Senior Software Quality Assurance engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2006 - Present
Vision Soft September 2003 - October 2006
Skills
Requirements Analysis, Quality Center, Software Quality..., SDLC, Test Planning, Agile Methodologies, Quality Assurance, Waterfall, User Acceptance Testing, Test Management, System Testing, QTP, Test Automation, Software Project..., Test Cases, Test Strategy, SQL
Education
Institute of Cost and Work Accountants of India 1994 — 1999
CWA
Osmania University
Masters, Accounting and Business Administration
Fidelity Investments October 2006 - Present
Vision Soft September 2003 - October 2006
Skills
Requirements Analysis, Quality Center, Software Quality..., SDLC, Test Planning, Agile Methodologies, Quality Assurance, Waterfall, User Acceptance Testing, Test Management, System Testing, QTP, Test Automation, Software Project..., Test Cases, Test Strategy, SQL
Education
Institute of Cost and Work Accountants of India 1994 — 1999
CWA
Osmania University
Masters, Accounting and Business Administration
Andrew Wisdom's Fidelity Investments Experience August 2012 - August 2013
Job at Prudential
Industry Financial Services
Experience
Prudential Financial September 2014 - Present
Prudential Financial August 2013 - September 2014
Fidelity Investments August 2012 - August 2013
Fidelity Investments 2003 - August 2012
Fidelity Investments 2000 - 2003
Fidelity Investments 1997 - 2000
Federated Investors January 1996 - January 1997
PNC Bank January 1995 - January 1996
Kinko's of Rhode Island January 1994 - January 1995
Skills
Call Center, Risk Management, Business Planning, Customer Satisfaction, Process Improvement, Project Management, Business Analysis, Strategic Planning, Change Management, Customer Service, PowerPoint, Financial Analysis, Data Analysis, Employee Benefits, Team Building, Operations Management, Program Management, Forecasting, Public Speaking
Education
Penn State University 1987 — 1992
B.A.
International School of Brussels 1985 — 1987
Prudential Financial September 2014 - Present
Prudential Financial August 2013 - September 2014
Fidelity Investments August 2012 - August 2013
Fidelity Investments 2003 - August 2012
Fidelity Investments 2000 - 2003
Fidelity Investments 1997 - 2000
Federated Investors January 1996 - January 1997
PNC Bank January 1995 - January 1996
Kinko's of Rhode Island January 1994 - January 1995
Skills
Call Center, Risk Management, Business Planning, Customer Satisfaction, Process Improvement, Project Management, Business Analysis, Strategic Planning, Change Management, Customer Service, PowerPoint, Financial Analysis, Data Analysis, Employee Benefits, Team Building, Operations Management, Program Management, Forecasting, Public Speaking
Education
Penn State University 1987 — 1992
B.A.
International School of Brussels 1985 — 1987
Anne Buttner's Fidelity Investments Experience 1985 - 1989
Job Owner, Curves
Industry Recreational Facilities and Services
Experience
Curves January 2002 - Present
The Dartmouth Group March 1992 - February 2002
Fidelity Investments 1985 - 1989
Skills
Customer Service, Property Management, Customer Relations, Microsoft Office
Education
University of Massachusetts at Amherst - Isenberg School of Management 1976 — 1980
BS, Business Management
North Reading High, North Reading, MA
Curves January 2002 - Present
The Dartmouth Group March 1992 - February 2002
Fidelity Investments 1985 - 1989
Skills
Customer Service, Property Management, Customer Relations, Microsoft Office
Education
University of Massachusetts at Amherst - Isenberg School of Management 1976 — 1980
BS, Business Management
North Reading High, North Reading, MA
Jill Neill's Fidelity Investments Experience March 1999 - December 2011
Job VB6/VBA Developer with excellent database skills
Industry Computer Software
Experience
CVS Caremark Corporation July 2013 - April 2015
Staples July 2012 - June 2013
Fidelity Investments March 1999 - December 2011
New Technology Solutions November 1998 - March 1999
Skills
ClearCase, Agile Methodologies, SOAP, XML, Oracle, Production Support, SQL, HTML, Access, Databases, MS Project, Software Project..., Requirements Analysis, Java, ASP.NET, C#, Microsoft SQL Server, Visio, Testing, Visual Basic, JavaScript
Education
Worcester State College 1990 — 1992
Bachelor of Arts Degree, Communications
Iowa State University 1984 — 1987
3 years of study, Computer Science
CVS Caremark Corporation July 2013 - April 2015
Staples July 2012 - June 2013
Fidelity Investments March 1999 - December 2011
New Technology Solutions November 1998 - March 1999
Skills
ClearCase, Agile Methodologies, SOAP, XML, Oracle, Production Support, SQL, HTML, Access, Databases, MS Project, Software Project..., Requirements Analysis, Java, ASP.NET, C#, Microsoft SQL Server, Visio, Testing, Visual Basic, JavaScript
Education
Worcester State College 1990 — 1992
Bachelor of Arts Degree, Communications
Iowa State University 1984 — 1987
3 years of study, Computer Science
Dan Bittner's Fidelity Investments Experience 1986 - 1992
Job Taking Time Off
Industry Financial Services
Experience
Self Employed October 2012 - Present
Primerica Financial Services April 2012 - October 2012
Principal Financial Group 2010 - 2010
AmSouth Bank 1996 - 2000
Fidelity Investments 1986 - 1992
Skills
Strategic Planning, Marketing Strategy, Budget, Customer Service, Project Planning, New Business Development, Microsoft Word, Sales, Sales Management
Education
Inter-American University of Puerto Rico-Arecibo Campus 1968 — 1970
MBA, Business Administration and Management, General
University of Alabama 1962 — 1966
BS, Math
Self Employed October 2012 - Present
Primerica Financial Services April 2012 - October 2012
Principal Financial Group 2010 - 2010
AmSouth Bank 1996 - 2000
Fidelity Investments 1986 - 1992
Skills
Strategic Planning, Marketing Strategy, Budget, Customer Service, Project Planning, New Business Development, Microsoft Word, Sales, Sales Management
Education
Inter-American University of Puerto Rico-Arecibo Campus 1968 — 1970
MBA, Business Administration and Management, General
University of Alabama 1962 — 1966
BS, Math
Princy Bagrodia's Fidelity Investments Experience June 2009 - August 2009
Job Junior Research Associate at Infosys
Industry Computer Software
Experience
Infosys August 2010 - March 2013
Fidelity Investments June 2009 - August 2009
Skills
Core Java, Java, JSP, SQL, Eclipse, JavaScript, Algorithms, Java Enterprise Edition, PL/SQL, Servlets, Web Services, MySQL, HTML, Oracle, UML, Hibernate, C#, Microsoft SQL Server, SDLC, Linux, C++, Shell Scripting, Software Development, C
Education
University of Massachusetts Dartmouth 2008 — 2010
Master of Science (MS), Computer Engineering
Institute of Technology and Management 2003 — 2007
Bachelor of Engineering (B.E.), Electronics and Communucation
Infosys August 2010 - March 2013
Fidelity Investments June 2009 - August 2009
Skills
Core Java, Java, JSP, SQL, Eclipse, JavaScript, Algorithms, Java Enterprise Edition, PL/SQL, Servlets, Web Services, MySQL, HTML, Oracle, UML, Hibernate, C#, Microsoft SQL Server, SDLC, Linux, C++, Shell Scripting, Software Development, C
Education
University of Massachusetts Dartmouth 2008 — 2010
Master of Science (MS), Computer Engineering
Institute of Technology and Management 2003 — 2007
Bachelor of Engineering (B.E.), Electronics and Communucation
Bobby Pagos, CPA's Fidelity Investments Experience September 2010 - September 2011
Job Accounting Manager at Foundation Medicine
Industry Accounting
Experience
Foundation Medicine September 2011 - Present
Fidelity Investments September 2010 - September 2011
PricewaterhouseCoopers September 2006 - September 2010
Skills
US GAAP, SEC filings, Financial Reporting, GAAP, Internal Controls, CPA, Sarbanes-Oxley Act, Revenue Recognition, External Audit
Education
Isenberg School of Management, UMass Amherst 2002 — 2006
BBA, Accounting
University of Massachusetts, Amherst
Foundation Medicine September 2011 - Present
Fidelity Investments September 2010 - September 2011
PricewaterhouseCoopers September 2006 - September 2010
Skills
US GAAP, SEC filings, Financial Reporting, GAAP, Internal Controls, CPA, Sarbanes-Oxley Act, Revenue Recognition, External Audit
Education
Isenberg School of Management, UMass Amherst 2002 — 2006
BBA, Accounting
University of Massachusetts, Amherst
Greg Coppola's Fidelity Investments Experience March 2002 - May 2006
Job Financial Services
Industry Financial Services
Experience
TD Ameritrade June 2006 - May 2014
Fidelity Investments March 2002 - May 2006
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Asset Allocation, Retirement Planning, Investment Advisory, Portfolio Management, Equities, Securities, Uniform Combined State..., Investment Strategies, Retirement, Financial Services, Fixed Income, Asset Management, Strategic Financial..., Financial Advisory
Education
Iona College 1992 — 1995
Accounting and Finance
TD Ameritrade June 2006 - May 2014
Fidelity Investments March 2002 - May 2006
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Asset Allocation, Retirement Planning, Investment Advisory, Portfolio Management, Equities, Securities, Uniform Combined State..., Investment Strategies, Retirement, Financial Services, Fixed Income, Asset Management, Strategic Financial..., Financial Advisory
Education
Iona College 1992 — 1995
Accounting and Finance
Amy Frailey's Fidelity Investments Experience December 2009 - December 2010
Job Anokiwave, Inc.
Industry Financial Services
Experience
ThomasPartners, Inc. January 2012 - April 2014
LongPoint Financial Planning January 2011 - January 2012
Fidelity Investments December 2009 - December 2010
Skills
Microsoft Excel, Data Analysis, Investments, PowerPoint, Financial Modeling, Microsoft Office, Forecasting, Strategic Planning, Equities, Microsoft Word, Management, Financial Analysis, Analysis, Customer Service, Financial Planning, Finance
Education
Isenberg School of Management, UMass Amherst 2005 — 2009
BA, Finace
ThomasPartners, Inc. January 2012 - April 2014
LongPoint Financial Planning January 2011 - January 2012
Fidelity Investments December 2009 - December 2010
Skills
Microsoft Excel, Data Analysis, Investments, PowerPoint, Financial Modeling, Microsoft Office, Forecasting, Strategic Planning, Equities, Microsoft Word, Management, Financial Analysis, Analysis, Customer Service, Financial Planning, Finance
Education
Isenberg School of Management, UMass Amherst 2005 — 2009
BA, Finace
Bill Croke's Fidelity Investments Experience 2010 - 2014
Job Manager of Analytics at Merchants Fleet Management
Industry
Experience
Merchants Fleet Management December 2014 - Present
Merchants Fleet Management June 2014 - Present
Fidelity Investments 2010 - 2014
Internal Revenue Service 2009 - 2010
Fidelity Investments 2006 - 2008
Education
University of Massachusetts at Amherst - Isenberg School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Villanova University 2002 — 2006
BA, History & Political Science
Merchants Fleet Management December 2014 - Present
Merchants Fleet Management June 2014 - Present
Fidelity Investments 2010 - 2014
Internal Revenue Service 2009 - 2010
Fidelity Investments 2006 - 2008
Education
University of Massachusetts at Amherst - Isenberg School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Villanova University 2002 — 2006
BA, History & Political Science
Krysten Arthur's Fidelity Investments Experience July 2007 - March 2010
Job Manager of Investor Relations
Industry Medical Devices
Experience
Hologic, Inc. April 2015 - Present
Hologic February 2011 - Present
Fidelity Investments July 2007 - March 2010
Fidelity Investments March 2005 - June 2007
Raytheon August 1999 - March 2005
Education
Isenberg School of Management, UMass Amherst 1995 — 1999
BBA, International Business
Denmark's International Study Program 1998 — 1998
International Business
Hologic, Inc. April 2015 - Present
Hologic February 2011 - Present
Fidelity Investments July 2007 - March 2010
Fidelity Investments March 2005 - June 2007
Raytheon August 1999 - March 2005
Education
Isenberg School of Management, UMass Amherst 1995 — 1999
BBA, International Business
Denmark's International Study Program 1998 — 1998
International Business
Berkis Rodriguez's Fidelity Investments Experience July 2011 - Present
Job Financial Analyst III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments February 2008 - July 2011
Fidelity Investments December 2007 - February 2008
Fidelity Investments December 2006 - December 2007
EveryWoman's Center 2000 - 2005
Zoo New England 2002 - 2004
Veritude 2003 - 2003
Skills
Bloomberg, Microsoft Excel, Financial Analysis, Financial Modeling, Finance
Education
Suffolk University - Sawyer School of Management 2008 — 2008
Isenberg School of Management, UMass Amherst 2000 — 2005
BBA
Fidelity Investments July 2011 - Present
Fidelity Investments February 2008 - July 2011
Fidelity Investments December 2007 - February 2008
Fidelity Investments December 2006 - December 2007
EveryWoman's Center 2000 - 2005
Zoo New England 2002 - 2004
Veritude 2003 - 2003
Skills
Bloomberg, Microsoft Excel, Financial Analysis, Financial Modeling, Finance
Education
Suffolk University - Sawyer School of Management 2008 — 2008
Isenberg School of Management, UMass Amherst 2000 — 2005
BBA
Carolyn Vegors's Fidelity Investments Experience February 2011 - Present
Job Workplace Planning and Guidance Consultant I
Industry Financial Services
Experience
Fidelity Investments February 2011 - Present
Keller Williams Realty February 2009 - February 2012
Crate and Barrel May 2007 - January 2009
First Horizon Home Loans February 2005 - April 2007
2005 Carroll ISD August 2003 - January 2005
2003 Carroll ISD March 2002 - August 2003
Main Street Financial Center September 2000 - January 2002
Carroll ISD January 1994 - January 2000
The Nissen Company January 1985 - January 1986
The Blackbourn Company September 1979 - January 1983
Education
Iowa State University 1975 — 1979
Bachelor, Science ~ Animal Science
Fidelity Investments February 2011 - Present
Keller Williams Realty February 2009 - February 2012
Crate and Barrel May 2007 - January 2009
First Horizon Home Loans February 2005 - April 2007
2005 Carroll ISD August 2003 - January 2005
2003 Carroll ISD March 2002 - August 2003
Main Street Financial Center September 2000 - January 2002
Carroll ISD January 1994 - January 2000
The Nissen Company January 1985 - January 1986
The Blackbourn Company September 1979 - January 1983
Education
Iowa State University 1975 — 1979
Bachelor, Science ~ Animal Science
Denny Fennema's Fidelity Investments Experience 2004 - 2009
Job Management Consultant at Executive Service Corps Cincinnati
Industry Logistics and Supply Chain
Experience
Executive Service Corps - Cincinnati November 2009 - Present
Fidelity Investments 2004 - 2009
Miami University 1999 - 2000
Skills
Supply Chain Management, Supply Chain, Operations Management, Inventory Management, Cross-functional Team..., Process Improvement, Strategic Planning, Change Management, Team Building, Manufacturing, Project Management, Microsoft Office, Management
Education
Xavier University 1983 — 1988
Master of Business Administration (MBA), Finance, General
Iowa State University 1966 — 1970
Bachelor's degree, Industrial Engineering
Executive Service Corps - Cincinnati November 2009 - Present
Fidelity Investments 2004 - 2009
Miami University 1999 - 2000
Skills
Supply Chain Management, Supply Chain, Operations Management, Inventory Management, Cross-functional Team..., Process Improvement, Strategic Planning, Change Management, Team Building, Manufacturing, Project Management, Microsoft Office, Management
Education
Xavier University 1983 — 1988
Master of Business Administration (MBA), Finance, General
Iowa State University 1966 — 1970
Bachelor's degree, Industrial Engineering
Edward Oslund's Fidelity Investments Experience September 1995 - Present
Job Principal Software Engineer/Developer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments September 1995 - Present
IT consultant Self Employed November 1990 - September 1995
Household Financial Co March 1990 - December 1990
Skills
Software Project..., SQL, VB.NET, Project Management, Project Planning, Problem Solving, Agile Project Management, Perl Script, Fame, R
Education
Iowa State University 1969 — 1974
Bachelor's degree, Economics
Fidelity Investments September 1995 - Present
IT consultant Self Employed November 1990 - September 1995
Household Financial Co March 1990 - December 1990
Skills
Software Project..., SQL, VB.NET, Project Management, Project Planning, Problem Solving, Agile Project Management, Perl Script, Fame, R
Education
Iowa State University 1969 — 1974
Bachelor's degree, Economics
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank