Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Dillon Gonzalez Dillon Gonzalez's Fidelity Investments Experience June 2014 - August 2014
Job Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 2015 - Present
Fidelity Investments June 2014 - August 2014
YMCA October 2009 - May 2014
Babson Camps November 2011 - February 2014
Good Vibrations September 2011 - May 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Facebook, Teamwork, Minitab, Capital IQ, Access, Time Management, Management, Sales
Education
Babson College 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
St. John's Preparatory 2007 — 2011
Commonwealth Financial Network May 2015 - Present
Fidelity Investments June 2014 - August 2014
YMCA October 2009 - May 2014
Babson Camps November 2011 - February 2014
Good Vibrations September 2011 - May 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Facebook, Teamwork, Minitab, Capital IQ, Access, Time Management, Management, Sales
Education
Babson College 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
St. John's Preparatory 2007 — 2011
Ellen McCurdy's Fidelity Investments Experience April 2012 - April 2014
Job Account Executive at Premier Diagnostic Services, Inc
Industry Hospital & Health Care
Experience
Premier Diagnostic Services, Inc. April 2014 - Present
Fidelity Investments April 2012 - April 2014
AXA August 2011 - April 2012
Premier Diagnostic Services May 2010 - December 2010
Skills
Finance, Investments, Microsoft Excel, Mutual Funds, Series 63, Series 7, Social Media, Management, Marketing, Financial Analysis, Financial Modeling, Bloomberg
Education
Babson College 2007 — 2011
Bachelor of Science in Business Management, Finance
Weston High School 2003 — 2007
Premier Diagnostic Services, Inc. April 2014 - Present
Fidelity Investments April 2012 - April 2014
AXA August 2011 - April 2012
Premier Diagnostic Services May 2010 - December 2010
Skills
Finance, Investments, Microsoft Excel, Mutual Funds, Series 63, Series 7, Social Media, Management, Marketing, Financial Analysis, Financial Modeling, Bloomberg
Education
Babson College 2007 — 2011
Bachelor of Science in Business Management, Finance
Weston High School 2003 — 2007
Elaine Thomley, CIA's Fidelity Investments Experience June 2004 - August 2005
Job SVP, Senior Manager Professional Practices
Industry Financial Services
Experience
Synchrony Financial August 2014 - Present
HSBC August 2013 - August 2014
Apollo Global Management LLC April 2012 - August 2013
KPMG LLP August 2005 - April 2012
Fidelity Investments June 2004 - August 2005
Skills
Sarbanes-Oxley Act, Internal Controls, Big 4, SAS70, Internal Audit, Process Improvement, Financial Services, Asset Managment, Alternative Investments, Private Equity, SOX 404, Asset Management, Assurance, Auditing, Business Process..., Enterprise Risk..., Sarbanes-Oxley, Valuation, Risk Management, Fund Accounting, Governance, Financial Risk, GAAP, Finance, Corporate Governance, Corporate Finance
Education
Babson College 2000 — 2004
Bachelor of Science (BS), Accounting and Business/Management
Synchrony Financial August 2014 - Present
HSBC August 2013 - August 2014
Apollo Global Management LLC April 2012 - August 2013
KPMG LLP August 2005 - April 2012
Fidelity Investments June 2004 - August 2005
Skills
Sarbanes-Oxley Act, Internal Controls, Big 4, SAS70, Internal Audit, Process Improvement, Financial Services, Asset Managment, Alternative Investments, Private Equity, SOX 404, Asset Management, Assurance, Auditing, Business Process..., Enterprise Risk..., Sarbanes-Oxley, Valuation, Risk Management, Fund Accounting, Governance, Financial Risk, GAAP, Finance, Corporate Governance, Corporate Finance
Education
Babson College 2000 — 2004
Bachelor of Science (BS), Accounting and Business/Management
Mark Akerson's Fidelity Investments Experience January 2009 - 2013
Job Compensation Management and Analysis
Industry Financial Services
Experience
New York Life Insurance Company March 2015 - Present
New York Life May 2014 - February 2015
Fidelity Investments January 2009 - 2013
Fidelity Investments 2004 - 2008
Fidelity Investments 2000 - 2004
Fidelity Investments March 1998 - February 2000
Paul Revere/Providence Life and Accident 1998 - 1998
Paul Revere Insurance 1994 - 1997
Skills
Compensation Structures, Sales Compensation, Performance Management, Deferred Compensation, Sales Operations, Strategic Planning, Financial Analysis, Talent Management, Operations Management, Executive Pay, Strategy, Leadership, 401k, Financial Services, Management, Program Management, Relationship Management, Vendor Management, Analysis, Consulting, Investments
Education
Babson College
Bachelor of Science, Finance
St John;s High School Shrewsbury MA
New York Life Insurance Company March 2015 - Present
New York Life May 2014 - February 2015
Fidelity Investments January 2009 - 2013
Fidelity Investments 2004 - 2008
Fidelity Investments 2000 - 2004
Fidelity Investments March 1998 - February 2000
Paul Revere/Providence Life and Accident 1998 - 1998
Paul Revere Insurance 1994 - 1997
Skills
Compensation Structures, Sales Compensation, Performance Management, Deferred Compensation, Sales Operations, Strategic Planning, Financial Analysis, Talent Management, Operations Management, Executive Pay, Strategy, Leadership, 401k, Financial Services, Management, Program Management, Relationship Management, Vendor Management, Analysis, Consulting, Investments
Education
Babson College
Bachelor of Science, Finance
St John;s High School Shrewsbury MA
Maria Monaco's Fidelity Investments Experience February 1997 - July 2003
Job Senior Email Marketing Manager at Sonepar USA
Industry Marketing and Advertising
Experience
Sonepar USA August 2014 - Present
CDW August 2011 - August 2014
CCH, a Wolters Kluwer business December 2008 - August 2011
Fidelity Investments February 1997 - July 2003
Skills
Digital Marketing, Email Marketing, Strategy, Web Design, Email Design, HTML, JavaScript, TCL, PHP, Ampscript, ExactTarget, Lyris ListManager, Coremetrics Analytics, Google Analytics, BazaarVoice, OpenCMS, IBM Websphere Commerce, Microsoft Office, Microsoft Excel, Microsoft Access, SQL, Visual Basic, Data Analysis, Cost Saving Initiatives, Written & Verbal..., Executive-level..., PowerPoint, Social Media, Account Management, Analytics, B2B, CRM, E-commerce, Lead Generation, Online Marketing, Web Analytics
Education
Babson College
Master of Business Administration (MBA), Paused
University of Notre Dame
Bachelor of Science (BS), Civil Engineering
Sonepar USA August 2014 - Present
CDW August 2011 - August 2014
CCH, a Wolters Kluwer business December 2008 - August 2011
Fidelity Investments February 1997 - July 2003
Skills
Digital Marketing, Email Marketing, Strategy, Web Design, Email Design, HTML, JavaScript, TCL, PHP, Ampscript, ExactTarget, Lyris ListManager, Coremetrics Analytics, Google Analytics, BazaarVoice, OpenCMS, IBM Websphere Commerce, Microsoft Office, Microsoft Excel, Microsoft Access, SQL, Visual Basic, Data Analysis, Cost Saving Initiatives, Written & Verbal..., Executive-level..., PowerPoint, Social Media, Account Management, Analytics, B2B, CRM, E-commerce, Lead Generation, Online Marketing, Web Analytics
Education
Babson College
Master of Business Administration (MBA), Paused
University of Notre Dame
Bachelor of Science (BS), Civil Engineering
Jurrien Timmer's Fidelity Investments Experience 1995 - Present
Job Director of Global Macro at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1995 - Present
ABN-AMRO Securities (USA) Inc. 1985 - 1995
Skills
Mutual Funds, Asset Allocation, Equities, Portfolio Management, Alternative Investments, Investments, Asset Managment, Fixed Income, Equity Research, Bloomberg, Hedge Funds, Investment Strategies, Capital Markets, Asset Management, Financial Services, Securities, Wealth Management, Trading
Education
Babson College 1981 — 1985
BS, Finance
Colegio Arubano 1974 — 1981
high school
Fidelity Investments 1995 - Present
ABN-AMRO Securities (USA) Inc. 1985 - 1995
Skills
Mutual Funds, Asset Allocation, Equities, Portfolio Management, Alternative Investments, Investments, Asset Managment, Fixed Income, Equity Research, Bloomberg, Hedge Funds, Investment Strategies, Capital Markets, Asset Management, Financial Services, Securities, Wealth Management, Trading
Education
Babson College 1981 — 1985
BS, Finance
Colegio Arubano 1974 — 1981
high school
Jennifer Wirkala's Fidelity Investments Experience November 1991 - May 2002
Job Human Resources Professional
Industry Financial Services
Experience
The Paper Store 2008 - Present
The Natick Family Network September 2003 - January 2005
Fidelity Investments November 1991 - May 2002
Skills
Visual Merchandising, Merchandising, Cashiering, Retail, Loss Prevention, Inventory Management, Customer Service, Fashion, Apparel, Styling, Microsoft Office, Inventory
Education
Babson College 1984 — 1988
Bachelor of Science (B.S.), Marketing and Communications
The Paper Store 2008 - Present
The Natick Family Network September 2003 - January 2005
Fidelity Investments November 1991 - May 2002
Skills
Visual Merchandising, Merchandising, Cashiering, Retail, Loss Prevention, Inventory Management, Customer Service, Fashion, Apparel, Styling, Microsoft Office, Inventory
Education
Babson College 1984 — 1988
Bachelor of Science (B.S.), Marketing and Communications
Katelyn Sullivan's Fidelity Investments Experience November 2011 - January 2012
Job Compliance Manager at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
NASDAQ OMX June 2013 - February 2014
Thomson Reuters April 2012 - May 2013
Fidelity Investments November 2011 - January 2012
Wellington Management February 2008 - October 2011
BNY Mellon April 2006 - January 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2003 - 2005
Skills
Compliance Management, Auditing, Operations Management, Project Planning, Project Implementation, System Testing, Group Presentations, Customer Presentations, Subscription Management, Client Relations, System Administration, Microsoft Office, Business Continuity..., Vendor Management, Policy Analysis, Internal Controls, Training Manuals, SharePoint, Database Administration, SEC reporting, Reporting & Analysis, Compliance, Analysis, SEC filings, SQL, PeopleSoft, Integration, Forecasting, Change Management, Securities, Governance, Management, Business Analysis, Equities, Risk Management, Financial Services, Project Management
Education
Suffolk University - Sawyer School of Management 2003 — 2005
MBA, Organizational Behavior
Babson College 1996 — 2000
Bachelor of Science, Finance and International Studies
Wellesley High School 1992 — 1996
Ameriprise Financial Services, Inc. March 2014 - Present
NASDAQ OMX June 2013 - February 2014
Thomson Reuters April 2012 - May 2013
Fidelity Investments November 2011 - January 2012
Wellington Management February 2008 - October 2011
BNY Mellon April 2006 - January 2008
Fidelity Investments 2005 - 2006
Fidelity Investments 2003 - 2005
Skills
Compliance Management, Auditing, Operations Management, Project Planning, Project Implementation, System Testing, Group Presentations, Customer Presentations, Subscription Management, Client Relations, System Administration, Microsoft Office, Business Continuity..., Vendor Management, Policy Analysis, Internal Controls, Training Manuals, SharePoint, Database Administration, SEC reporting, Reporting & Analysis, Compliance, Analysis, SEC filings, SQL, PeopleSoft, Integration, Forecasting, Change Management, Securities, Governance, Management, Business Analysis, Equities, Risk Management, Financial Services, Project Management
Education
Suffolk University - Sawyer School of Management 2003 — 2005
MBA, Organizational Behavior
Babson College 1996 — 2000
Bachelor of Science, Finance and International Studies
Wellesley High School 1992 — 1996
James Sia's Fidelity Investments Experience 1989 - 1994
Job Defined Contribution
Industry Investment Management
Experience
GMO September 2011 - Present
Wellington Management July 2001 - August 2011
Charles Schwab 1998 - 2001
CS First Boston June 1994 - January 1998
Fidelity Investments 1989 - 1994
Skills
Alternative Investments, Asset Management, Asset Allocation, Valuation, Mutual Funds, Investment Management, Strategic Planning, Investments, Hedge Funds, Bloomberg, Equities, Series 24, Risk Management, Portfolio Management, Asset Managment, Investment Strategies, Business Development
Education
Boston University Questrom School of Business 1990 — 1993
M.B.A., Marketing
Babson College 1981 — 1985
B.S., Finance, Investments, Economics
GMO September 2011 - Present
Wellington Management July 2001 - August 2011
Charles Schwab 1998 - 2001
CS First Boston June 1994 - January 1998
Fidelity Investments 1989 - 1994
Skills
Alternative Investments, Asset Management, Asset Allocation, Valuation, Mutual Funds, Investment Management, Strategic Planning, Investments, Hedge Funds, Bloomberg, Equities, Series 24, Risk Management, Portfolio Management, Asset Managment, Investment Strategies, Business Development
Education
Boston University Questrom School of Business 1990 — 1993
M.B.A., Marketing
Babson College 1981 — 1985
B.S., Finance, Investments, Economics
Katia Dashkova's Fidelity Investments Experience August 2012 - Present
Job Senior Strategic Marketing Analyst at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments August 2010 - August 2012
iKnowtion May 2008 - July 2010
National Grid July 2006 - May 2008
Skills
Strategy, Direct Marketing, Analytics, Management, Marketing, Project Planning, Competitive Analysis, Segmentation, CRM
Education
Babson College 2002 — 2006
Universidad de Granada 2005 — 2005
Fidelity Investments August 2012 - Present
Fidelity Investments August 2010 - August 2012
iKnowtion May 2008 - July 2010
National Grid July 2006 - May 2008
Skills
Strategy, Direct Marketing, Analytics, Management, Marketing, Project Planning, Competitive Analysis, Segmentation, CRM
Education
Babson College 2002 — 2006
Universidad de Granada 2005 — 2005
Joanne Louis's Fidelity Investments Experience June 2011 - Present
Job FI Product Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Education
Babson College 2010 — 2014
Business Administration, Finance, Strategic Management, marketing
Fidelity Investments June 2011 - Present
Education
Babson College 2010 — 2014
Business Administration, Finance, Strategic Management, marketing
Louis Iglesias's Fidelity Investments Experience 1989 - 1993
Job Chief Compliance Officer at PanAgora Asset Management, Inc.
Industry Investment Management
Experience
PanAgora Asset Management, Inc. 2005 - Present
Putnam Investments 1994 - 2005
Fidelity Investments 1989 - 1993
The Boston Company 1987 - 1989
Arthur Andersen & Co 1983 - 1987
Skills
Securities, Mutual Funds, Accounting, Investments, Portfolio Management, Tax, Alternative Investments, Prime Brokerage, Auditing, Executive Pay, Management, Financial Planners, Internal Audit, Financial Services, Hedge Funds, Banking, Fund Administration, Fixed Income, Equities, Investment Management, Risk Management, Due Diligence, Derivatives, Asset Management, Compliance, Regulatory Compliance, Quantitative Investment...
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
MBA, Focus in Information Technology and Organizational Design
Babson College 1979 — 1983
BS, Accounting
Framingham North High School 1974 — 1979
Diploma, High School/Secondary Diploma Programs
PanAgora Asset Management, Inc. 2005 - Present
Putnam Investments 1994 - 2005
Fidelity Investments 1989 - 1993
The Boston Company 1987 - 1989
Arthur Andersen & Co 1983 - 1987
Skills
Securities, Mutual Funds, Accounting, Investments, Portfolio Management, Tax, Alternative Investments, Prime Brokerage, Auditing, Executive Pay, Management, Financial Planners, Internal Audit, Financial Services, Hedge Funds, Banking, Fund Administration, Fixed Income, Equities, Investment Management, Risk Management, Due Diligence, Derivatives, Asset Management, Compliance, Regulatory Compliance, Quantitative Investment...
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
MBA, Focus in Information Technology and Organizational Design
Babson College 1979 — 1983
BS, Accounting
Framingham North High School 1974 — 1979
Diploma, High School/Secondary Diploma Programs
Leila Blaylock Leila Blaylock's Fidelity Investments Experience 1997 - 2000
Job Part time controller for hire at Blaylock @ Associates
Industry Accounting
Experience
Blaylock & Associates October 2014 - Present
Blaylock @ Associates October 2014 - Present
Innosight April 2007 - September 2014
AccountAbility Outsourcing February 2006 - March 2011
Blaylock & Associates.com 1987 - 2009
Fidelity Investments 1997 - 2000
Diebold 1986 - 1987
Retail Terminal Systems, Inc 1983 - 1986
Honeywell Information Systems 1982 - 1983
Unitrode Inc 1980 - 1981
Skills
Financial Reporting, Budget Process, Budget Reporting, Estimating, Cash Management, Financial Software..., Internal Process..., Internal Controls, Financial Team...
Education
Babson College 1978 — 1983
MBA, Business
University of Massachusetts, Amherst 1969 — 1973
BS, Accounting
Blaylock & Associates October 2014 - Present
Blaylock @ Associates October 2014 - Present
Innosight April 2007 - September 2014
AccountAbility Outsourcing February 2006 - March 2011
Blaylock & Associates.com 1987 - 2009
Fidelity Investments 1997 - 2000
Diebold 1986 - 1987
Retail Terminal Systems, Inc 1983 - 1986
Honeywell Information Systems 1982 - 1983
Unitrode Inc 1980 - 1981
Skills
Financial Reporting, Budget Process, Budget Reporting, Estimating, Cash Management, Financial Software..., Internal Process..., Internal Controls, Financial Team...
Education
Babson College 1978 — 1983
MBA, Business
University of Massachusetts, Amherst 1969 — 1973
BS, Accounting
Diana Yan's Fidelity Investments Experience March 2012 - Present
Job Tax Analyst Specialized at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments March 2012 - Present
Shanghai East Rising Corporation, Ltd June 2010 - August 2010
Babson College Horn Library June 2009 - August 2009
Babson College Management Division September 2008 - May 2009
Skills
Financial Analysis, Entrepreneurship, Financial Modeling, Accounting, Internal Controls, Bloomberg, Financial Reporting, Leadership
Education
F.W. Olin Graduate School of Business at Babson College 2011 — 2011
Masters of Science, Accounting
Babson College 2007 — 2011
Bachelor of Science, Accounting & Law
Fidelity Investments March 2012 - Present
Shanghai East Rising Corporation, Ltd June 2010 - August 2010
Babson College Horn Library June 2009 - August 2009
Babson College Management Division September 2008 - May 2009
Skills
Financial Analysis, Entrepreneurship, Financial Modeling, Accounting, Internal Controls, Bloomberg, Financial Reporting, Leadership
Education
F.W. Olin Graduate School of Business at Babson College 2011 — 2011
Masters of Science, Accounting
Babson College 2007 — 2011
Bachelor of Science, Accounting & Law
Janice Johnsen Janice Johnsen's Fidelity Investments Experience 2013 - Present
Job Retired, VP Technology Project Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments 2013 - Present
Fidelity Investments, Devonshire Investors 2004 - December 2012
Fidelity Investments 1996 - 2004
Stratus Computer 1995 - 1996
TASC 1990 - 1995
Skills
SDLC, Vendor Management, Business Analysis, Business Intelligence, Agile Methodologies, IT Strategy, Software Project..., CSS, Requirements Analysis, PMP, Disaster Recovery, Enterprise Architecture, Program Management, Process Improvement, PMO, Product Management, Project Management, Integration, Change Management, Data Center, SharePoint, Project Portfolio..., Requirements Gathering, IT Management, Business Process..., Outsourcing, Management, ITIL, Visio, Information Technology, Software Development, Business Process, Solution Architecture, Cloud Computing
Education
Babson College 1984 — 1988
MBA, Information Technology
Northeastern University 1978 — 1982
B.S., Information Technology
Fidelity Investments 2013 - Present
Fidelity Investments, Devonshire Investors 2004 - December 2012
Fidelity Investments 1996 - 2004
Stratus Computer 1995 - 1996
TASC 1990 - 1995
Skills
SDLC, Vendor Management, Business Analysis, Business Intelligence, Agile Methodologies, IT Strategy, Software Project..., CSS, Requirements Analysis, PMP, Disaster Recovery, Enterprise Architecture, Program Management, Process Improvement, PMO, Product Management, Project Management, Integration, Change Management, Data Center, SharePoint, Project Portfolio..., Requirements Gathering, IT Management, Business Process..., Outsourcing, Management, ITIL, Visio, Information Technology, Software Development, Business Process, Solution Architecture, Cloud Computing
Education
Babson College 1984 — 1988
MBA, Information Technology
Northeastern University 1978 — 1982
B.S., Information Technology
Greg Xerras's Fidelity Investments Experience May 1994 - January 2003
Job Regional Vice President at Octavus Group, LLC
Industry Financial Services
Experience
Octavus Group, LLC April 2011 - Present
ING Investment Management September 2009 - September 2010
Xerras Development, LLC July 2006 - June 2009
Pioneer Investments January 2003 - May 2006
Fidelity Investments May 1994 - January 2003
Putnam Investments May 1993 - November 1993
Education
Babson College 1990 — 1994
Bachelor of Science, Finance and Communications
St. John's Prep 1986 — 1990
High School
Octavus Group, LLC April 2011 - Present
ING Investment Management September 2009 - September 2010
Xerras Development, LLC July 2006 - June 2009
Pioneer Investments January 2003 - May 2006
Fidelity Investments May 1994 - January 2003
Putnam Investments May 1993 - November 1993
Education
Babson College 1990 — 1994
Bachelor of Science, Finance and Communications
St. John's Prep 1986 — 1990
High School
Karyn Grolnic's Fidelity Investments Experience January 2003 - February 2004
Job Experienced Project Manager known for leading large crossfunctional strategic projects at Fortune 500 companies
Industry Financial Services
Experience
Ahold March 2011 - March 2014
Discover Financial Services June 2010 - April 2011
Discover Financial Services January 2007 - June 2010
Discover Financial Services, LLC January 2006 - January 2007
Thompson Island Outward Bound February 2004 - December 2006
Fidelity Investments January 2003 - February 2004
Skills
Project Management, Project Planning, Product Management, Business Strategy, Risk Management, Issue Resolution..., Cross Functional..., Process Improvement, Financial Services, Retail, Customer Service, Portfolio Management, Team Leadership, Microsoft Excel, Microsoft Project, PowerPoint, Strategy
Education
Babson College 1998 — 2002
Bachelors of Science, Business Management; Marketing and Management
Ahold March 2011 - March 2014
Discover Financial Services June 2010 - April 2011
Discover Financial Services January 2007 - June 2010
Discover Financial Services, LLC January 2006 - January 2007
Thompson Island Outward Bound February 2004 - December 2006
Fidelity Investments January 2003 - February 2004
Skills
Project Management, Project Planning, Product Management, Business Strategy, Risk Management, Issue Resolution..., Cross Functional..., Process Improvement, Financial Services, Retail, Customer Service, Portfolio Management, Team Leadership, Microsoft Excel, Microsoft Project, PowerPoint, Strategy
Education
Babson College 1998 — 2002
Bachelors of Science, Business Management; Marketing and Management
Eric Godes's Fidelity Investments Experience September 1983 - June 1985
Job COO and Chief Wealth Advisory Officer at Federal Street Advisors
Industry Investment Management
Experience
Federal Street Advisors September 2014 - Present
Jades Consulting May 2013 - August 2014
Adviser Investments March 2011 - April 2013
Kobren Insight Management April 1990 - March 2011
E*TRADE Financial December 2005 - February 2011
Fidelity Investments September 1983 - June 1985
Skills
Wealth Management, Investments, Management, ETFs, Alternative Investments, Equities, Portfolio Management, Asset Management, Mutual Funds, Hedge Funds, Sales, Financial Services, Trading, Retirement, Mergers & Acquisitions, Defined Benefit
Education
Babson College 1985 — 1987
MBA, Finance
University of Vermont 1979 — 1983
BA, Political Science and Government
Needham High School
Needham High School
Needham High School
Federal Street Advisors September 2014 - Present
Jades Consulting May 2013 - August 2014
Adviser Investments March 2011 - April 2013
Kobren Insight Management April 1990 - March 2011
E*TRADE Financial December 2005 - February 2011
Fidelity Investments September 1983 - June 1985
Skills
Wealth Management, Investments, Management, ETFs, Alternative Investments, Equities, Portfolio Management, Asset Management, Mutual Funds, Hedge Funds, Sales, Financial Services, Trading, Retirement, Mergers & Acquisitions, Defined Benefit
Education
Babson College 1985 — 1987
MBA, Finance
University of Vermont 1979 — 1983
BA, Political Science and Government
Needham High School
Needham High School
Needham High School
Kevin Merchant's Fidelity Investments Experience April 2007 - January 2011
Job Vice President,Head of Global Procurement
Industry Information Technology and Services
Experience
Intraliknks Sofftware September 2015 - Present
Iron Mountain April 2012 - September 2015
EMD Millipore May 2011 - April 2012
Fidelity Investments April 2007 - January 2011
Fidelity Investments April 2006 - May 2007
Fidelity Investments October 1999 - April 2006
Fidelity Investments November 1993 - January 1999
Fidelity Investments 1989 - 1993
Factory Mutual Systems Engineering Corp 1987 - 1989
Jos. Leavitt Co./Ames Dept. Stores 1985 - 1987
Skills
Strategic Sourcing, Offshore Outsourcing, Vendor Management, Global Experience, Cross-functional Team..., Procurement, Management, Strategy, Leadership, Contract Negotiation, Outsourcing, Program Management, Sourcing, Supply Chain, Project Management, Process Improvement, Analysis, Professional Services, CRM, Supply Management, E-procurement, Supply Chain Management, Telecommunications, Financial Analysis, Contract Management, Six Sigma, Negotiation, Risk Management, Finance, RFP, Business Process, Global Sourcing, Mergers & Acquisitions, Pricing, Offshoring, Change Management, IT Service Management, Business Process..., Data Center, Budgets
Education
Algonquin Regional High School
HS Diploma, Liberal arts
Babson College
Bachelor of Science
Framingham State University
MBA, Finance
Intraliknks Sofftware September 2015 - Present
Iron Mountain April 2012 - September 2015
EMD Millipore May 2011 - April 2012
Fidelity Investments April 2007 - January 2011
Fidelity Investments April 2006 - May 2007
Fidelity Investments October 1999 - April 2006
Fidelity Investments November 1993 - January 1999
Fidelity Investments 1989 - 1993
Factory Mutual Systems Engineering Corp 1987 - 1989
Jos. Leavitt Co./Ames Dept. Stores 1985 - 1987
Skills
Strategic Sourcing, Offshore Outsourcing, Vendor Management, Global Experience, Cross-functional Team..., Procurement, Management, Strategy, Leadership, Contract Negotiation, Outsourcing, Program Management, Sourcing, Supply Chain, Project Management, Process Improvement, Analysis, Professional Services, CRM, Supply Management, E-procurement, Supply Chain Management, Telecommunications, Financial Analysis, Contract Management, Six Sigma, Negotiation, Risk Management, Finance, RFP, Business Process, Global Sourcing, Mergers & Acquisitions, Pricing, Offshoring, Change Management, IT Service Management, Business Process..., Data Center, Budgets
Education
Algonquin Regional High School
HS Diploma, Liberal arts
Babson College
Bachelor of Science
Framingham State University
MBA, Finance
Najat Arsenault's Fidelity Investments Experience July 1999 - December 2008
Job Sr. IT Principal Architect at Raytheon
Industry Financial Services
Experience
Raytheon September 2012 - Present
Raytheon Integrated Defense Systems June 2011 - August 2012
Raytheon Integrated Defense Systems December 2010 - May 2011
Fidelity Investments July 1999 - December 2008
Fidelity Investments February 2003 - July 2007
Fidelity Investments December 2001 - February 2003
Fidelity Investments November 1999 - December 2001
Fidelity Investments July 1999 - November 1999
Fleet Bank December 1996 - December 1997
Fleet Bank 1986 - 1996
Skills
Enterprise Architecture, Leadership, Management, Program Management, Project Management, Technical Leadership, Business Process, Business Process..., Team Building
Education
Becker College 2011 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Boston University 1997 — 1997
Certification, Project Management
Lawrence High School 1978 — 1982
Babson College
Raytheon September 2012 - Present
Raytheon Integrated Defense Systems June 2011 - August 2012
Raytheon Integrated Defense Systems December 2010 - May 2011
Fidelity Investments July 1999 - December 2008
Fidelity Investments February 2003 - July 2007
Fidelity Investments December 2001 - February 2003
Fidelity Investments November 1999 - December 2001
Fidelity Investments July 1999 - November 1999
Fleet Bank December 1996 - December 1997
Fleet Bank 1986 - 1996
Skills
Enterprise Architecture, Leadership, Management, Program Management, Project Management, Technical Leadership, Business Process, Business Process..., Team Building
Education
Becker College 2011 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Boston University 1997 — 1997
Certification, Project Management
Lawrence High School 1978 — 1982
Babson College
Elizabeth Pellegrini's Fidelity Investments Experience June 2012 - August 2012
Job Investment Banking Analyst at Raymond James Financial, Inc.
Industry Investment Banking
Experience
Raymond James Financial, Inc. March 2015 - Present
Oppenheimer & Co. July 2013 - February 2015
Fidelity Investments June 2012 - August 2012
Bright Horizons June 2011 - July 2011
OSI Pharmaceuticals May 2010 - August 2010
Skills
Presenter, Highly detail oriented, Communication, Teamwork, Team Management, Financial Analysis, Statistical Modeling, Finance, Microsoft Excel, Minitab, Mathematics, Qualitative Research, Capital IQ, Financial Modeling, Investment Banking
Education
Babson College 2009 — 2013
Bachelor of Science, Business Management; Finance and Computational and Mathematical Finance
London School of Economics 2011 — 2011
Richmond University
Raymond James Financial, Inc. March 2015 - Present
Oppenheimer & Co. July 2013 - February 2015
Fidelity Investments June 2012 - August 2012
Bright Horizons June 2011 - July 2011
OSI Pharmaceuticals May 2010 - August 2010
Skills
Presenter, Highly detail oriented, Communication, Teamwork, Team Management, Financial Analysis, Statistical Modeling, Finance, Microsoft Excel, Minitab, Mathematics, Qualitative Research, Capital IQ, Financial Modeling, Investment Banking
Education
Babson College 2009 — 2013
Bachelor of Science, Business Management; Finance and Computational and Mathematical Finance
London School of Economics 2011 — 2011
Richmond University
Jo Ann Williams's Fidelity Investments Experience May 1989 - January 2003
Job Chief Financial Officer at Siena Engineering Group
Industry Financial Services
Experience
Siena Engineering Group March 2014 - Present
Delegate Advisors, LLC May 2012 - March 2014
Piedmont Investment Advisors, LLC February 2008 - June 2012
Wellington Management January 2003 - December 2007
Fidelity Investments May 1989 - January 2003
Skills
Asset Managment, Hedge Funds, Investments, Valuation, Mutual Funds, Financial Modeling, Equities, Alternative Investments, Series 7, Private Equity, Financial Analysis, Investment Management, Fixed Income, Financial Services, Securities, FINRA, Investment Strategies, Bloomberg, Risk Management, Capital Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1982 — 1984
MBA, Finance
Babson College 1978 — 1981
BS, Accounting
Thayer Academy
Siena Engineering Group March 2014 - Present
Delegate Advisors, LLC May 2012 - March 2014
Piedmont Investment Advisors, LLC February 2008 - June 2012
Wellington Management January 2003 - December 2007
Fidelity Investments May 1989 - January 2003
Skills
Asset Managment, Hedge Funds, Investments, Valuation, Mutual Funds, Financial Modeling, Equities, Alternative Investments, Series 7, Private Equity, Financial Analysis, Investment Management, Fixed Income, Financial Services, Securities, FINRA, Investment Strategies, Bloomberg, Risk Management, Capital Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1982 — 1984
MBA, Finance
Babson College 1978 — 1981
BS, Accounting
Thayer Academy
Kristyn Harmon's Fidelity Investments Experience 1996 - 2010
Job VP, Digital Strategy
Industry Financial Services
Experience
Sallie Mae September 2011 - Present
Wellesley Theatre Project September 2015 - Present
Merrill Lynch March 2010 - September 2011
Fidelity Investments 1996 - 2010
AT&T New Media Services 1994 - 1996
Digital Equipment Corporation June 1993 - September 1994
Skills
Product Strategy, Product Development, Product Management, Executive Management, Strategy, Mobile Devices, Program Management, Vendor Management, Information Architecture, Content Management, Competitive Analysis, User Interface Design, E-commerce, SEO, Leadership
Education
Babson College 1989 — 1993
BS, Computer Science + Statistical Math
Sallie Mae September 2011 - Present
Wellesley Theatre Project September 2015 - Present
Merrill Lynch March 2010 - September 2011
Fidelity Investments 1996 - 2010
AT&T New Media Services 1994 - 1996
Digital Equipment Corporation June 1993 - September 1994
Skills
Product Strategy, Product Development, Product Management, Executive Management, Strategy, Mobile Devices, Program Management, Vendor Management, Information Architecture, Content Management, Competitive Analysis, User Interface Design, E-commerce, SEO, Leadership
Education
Babson College 1989 — 1993
BS, Computer Science + Statistical Math
John Rogol's Fidelity Investments Experience 1998 - 2007
Job Director, CFO Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2015 - Present
TIAA-CREF February 2008 - July 2015
Fidelity Investments 1998 - 2007
Keystone Investments 1981 - 1998
Education
Babson College 1973 — 1977
BS, Accounting
Wooster School 1969 — 1973
TIAA-CREF August 2015 - Present
TIAA-CREF February 2008 - July 2015
Fidelity Investments 1998 - 2007
Keystone Investments 1981 - 1998
Education
Babson College 1973 — 1977
BS, Accounting
Wooster School 1969 — 1973
Leigh DeStefano's Fidelity Investments Experience June 2015 - Present
Job Marketing Associate at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2015 - Present
PTC July 2013 - April 2015
Lionbridge January 2013 - July 2013
Babson College January 2010 - May 2013
Fidelity Investments June 2012 - August 2012
Babson College Office of Residence Life August 2011 - May 2012
Fidelity Investments June 2011 - August 2011
Y.O.U. Calendars September 2009 - April 2010
Skills
Marketing, Social Media, Facebook, Microsoft Office, Social Networking, Market Research, Marketing Communications, Salesforce.com, Entrepreneurship, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Google Analytics, Google Adwords, HTML, CSS
Education
Babson College 2009 — 2013
Bachelor of Science (BS), Business/Marketing
Plymouth South High School 2005 — 2009
High School
Fidelity Investments June 2015 - Present
PTC July 2013 - April 2015
Lionbridge January 2013 - July 2013
Babson College January 2010 - May 2013
Fidelity Investments June 2012 - August 2012
Babson College Office of Residence Life August 2011 - May 2012
Fidelity Investments June 2011 - August 2011
Y.O.U. Calendars September 2009 - April 2010
Skills
Marketing, Social Media, Facebook, Microsoft Office, Social Networking, Market Research, Marketing Communications, Salesforce.com, Entrepreneurship, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Google Analytics, Google Adwords, HTML, CSS
Education
Babson College 2009 — 2013
Bachelor of Science (BS), Business/Marketing
Plymouth South High School 2005 — 2009
High School
Erin R Ortmeier Erin R Ortmeier's Fidelity Investments Experience September 2014 - Present
Job Associate Investment Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2014 - Present
Numeric Investors March 2008 - July 2014
Babson College Fund May 2013 - May 2014
State Street July 2006 - March 2008
Skills
Discounted Cash Flow..., Microsoft Excel, Microsoft Word, Tivoli Access Manager, Advent Accounting System, Equities, Investments, Portfolio Management, Accounting, Asset Allocation, Fixed Income, Derivatives, Trading, Mutual Funds, Alternative Investments, Valuation
Education
Babson College 2011 — 2014
Master of Business Administration (M.B.A.), Finance- Investments, 3.72, cum laude
University of Colorado at Boulder 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Fidelity Investments September 2014 - Present
Numeric Investors March 2008 - July 2014
Babson College Fund May 2013 - May 2014
State Street July 2006 - March 2008
Skills
Discounted Cash Flow..., Microsoft Excel, Microsoft Word, Tivoli Access Manager, Advent Accounting System, Equities, Investments, Portfolio Management, Accounting, Asset Allocation, Fixed Income, Derivatives, Trading, Mutual Funds, Alternative Investments, Valuation
Education
Babson College 2011 — 2014
Master of Business Administration (M.B.A.), Finance- Investments, 3.72, cum laude
University of Colorado at Boulder 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Melina Kapotsis's Fidelity Investments Experience June 2014 - August 2014
Job Associate Business Analyst, Business Operations Leadership Development Program (BOLD) at EMC
Industry
Experience
Babson College January 2012 - May 2015
Fidelity Investments June 2014 - August 2014
Fidelity Investments with XTRAC Solutions June 2013 - August 2013
Babson College May 2012 - August 2012
Babson College January 2012 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Leadership, Teamwork, Research, Market Research
Education
Babson College 2011 — 2015
Bachelor of Science (B.S.), Business Management
Watertown High School 2007 — 2011
Babson College January 2012 - May 2015
Fidelity Investments June 2014 - August 2014
Fidelity Investments with XTRAC Solutions June 2013 - August 2013
Babson College May 2012 - August 2012
Babson College January 2012 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Leadership, Teamwork, Research, Market Research
Education
Babson College 2011 — 2015
Bachelor of Science (B.S.), Business Management
Watertown High School 2007 — 2011
Jill Button's Fidelity Investments Experience May 2015 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments December 2013 - May 2015
Fidelity Investments September 2012 - October 2013
Fidelity Investments July 2010 - September 2012
Fidelity Investments July 2008 - July 2010
Fidelity Investments January 2006 - July 2008
Skills
Series 63, Series 7, Securities, Investments, Wealth Management, Equities, Financial Markets, Capital Markets, Alternative Investments, Series 66, Derivatives, Trading, Investment Strategies, Bonds
Education
Babson College
Finance, General
Kent Place School
Liberal Arts and Sciences/Liberal Studies
Fidelity Investments May 2015 - Present
Fidelity Investments December 2013 - May 2015
Fidelity Investments September 2012 - October 2013
Fidelity Investments July 2010 - September 2012
Fidelity Investments July 2008 - July 2010
Fidelity Investments January 2006 - July 2008
Skills
Series 63, Series 7, Securities, Investments, Wealth Management, Equities, Financial Markets, Capital Markets, Alternative Investments, Series 66, Derivatives, Trading, Investment Strategies, Bonds
Education
Babson College
Finance, General
Kent Place School
Liberal Arts and Sciences/Liberal Studies
Joanne Louis's Fidelity Investments Experience June 2011 - August 2011
Job Business Analyst
Industry Financial Services
Experience
UBS Wealth Management July 2015 - Present
Bloomberg LP June 2014 - February 2015
Babson College January 2012 - May 2014
Bloomberg LP May 2013 - July 2013
Babson Redefining Beauty Fashion Show September 2012 - March 2013
Travelers June 2012 - August 2012
Babson College September 2011 - May 2012
Fidelity Investments June 2011 - August 2011
Skills
Leadership, Fashion, Public Speaking, Microsoft Excel, Sales, Writing, Microsoft Office
Education
Babson College 2010 — 2014
Bachelor of Science (B.S.), Finance and Strategic Management
Babson College 2010 — 2014
Bachelor's Degree, Business Administration and Management, General
Boston Latin School 2005 — 2005
UBS Wealth Management July 2015 - Present
Bloomberg LP June 2014 - February 2015
Babson College January 2012 - May 2014
Bloomberg LP May 2013 - July 2013
Babson Redefining Beauty Fashion Show September 2012 - March 2013
Travelers June 2012 - August 2012
Babson College September 2011 - May 2012
Fidelity Investments June 2011 - August 2011
Skills
Leadership, Fashion, Public Speaking, Microsoft Excel, Sales, Writing, Microsoft Office
Education
Babson College 2010 — 2014
Bachelor of Science (B.S.), Finance and Strategic Management
Babson College 2010 — 2014
Bachelor's Degree, Business Administration and Management, General
Boston Latin School 2005 — 2005
Lindsey Schmid's Fidelity Investments Experience July 2015 - Present
Job Inside Sales Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments August 2013 - May 2015
Fidelity Investments June 2014 - November 2014
Fidelity Investments June 2013 - November 2013
Education
Babson College 2011 — 2015
Bachelor of Science (B.S.), Finance & Real Estate
New Canaan High School 2007 — 2011
High School Diploma
Fidelity Investments July 2015 - Present
Fidelity Investments August 2013 - May 2015
Fidelity Investments June 2014 - November 2014
Fidelity Investments June 2013 - November 2013
Education
Babson College 2011 — 2015
Bachelor of Science (B.S.), Finance & Real Estate
New Canaan High School 2007 — 2011
High School Diploma
Lynn Schoen Lynn Schoen's Fidelity Investments Experience May 2006 - June 2008
Job Contract Recruiter at Staples
Industry Staffing and Recruiting
Experience
Staples October 2014 - Present
TJX March 2014 - October 2014
VSR Advisors June 2013 - February 2014
JCSI October 2011 - February 2013
Marlborough Public Schools September 2009 - June 2011
Fidelity Investments May 2006 - June 2008
Education
Babson College
M.B.A., Marketing
Worcester State College
Bachelor of Science, Psychology
Staples October 2014 - Present
TJX March 2014 - October 2014
VSR Advisors June 2013 - February 2014
JCSI October 2011 - February 2013
Marlborough Public Schools September 2009 - June 2011
Fidelity Investments May 2006 - June 2008
Education
Babson College
M.B.A., Marketing
Worcester State College
Bachelor of Science, Psychology
Matthew Brochu's Fidelity Investments Experience May 2006 - August 2006
Job Investment Banking at Cowen and Company
Industry Financial Services
Experience
TJX February 2014 - Present
Cowen and Company February 2011 - June 2013
Benning Associates LLC August 2009 - February 2011
Covington Associates November 2007 - January 2009
A.G. Edwards & Sons, Inc. June 2007 - November 2007
Fidelity Investments May 2006 - August 2006
Morgan Stanley January 2006 - May 2006
Investors Capital Corporation May 2005 - August 2005
Skills
Financial Modeling, Investment Banking, Valuation, Mergers, Mutual Funds, Finance, Capital Raising, Capital Markets, Due Diligence, Private Equity
Education
Babson College 2003 — 2007
BBA, Finance
TJX February 2014 - Present
Cowen and Company February 2011 - June 2013
Benning Associates LLC August 2009 - February 2011
Covington Associates November 2007 - January 2009
A.G. Edwards & Sons, Inc. June 2007 - November 2007
Fidelity Investments May 2006 - August 2006
Morgan Stanley January 2006 - May 2006
Investors Capital Corporation May 2005 - August 2005
Skills
Financial Modeling, Investment Banking, Valuation, Mergers, Mutual Funds, Finance, Capital Raising, Capital Markets, Due Diligence, Private Equity
Education
Babson College 2003 — 2007
BBA, Finance
Jamie Ladge Jamie Ladge's Fidelity Investments Experience 1996 - 1997
Job Associate Professor at Northeastern University
Industry Higher Education
Experience
Northeastern University June 2014 - Present
Northeastern University August 2008 - Present
Boston College 2003 - May 2008
Boston College Center for Work and Family 2007 - 2008
Harvard Business School 2002 - 2003
Unipower 2000 - 2001
Iron Mountain 1997 - 2000
Fidelity Investments 1996 - 1997
Kendall Group and Institute 1994 - 1996
Skills
Teaching, Research,..., Higher Education, Qualitative Research, Data Analysis, Research, Teaching, Public Speaking, Organizational Behavior, University Teaching, Career Counseling, Leadership Development, Leadership, Statistics, Organizational...
Education
Boston College 2003 — 2008
M.S. / Ph.D., Organization Studies/Management
Simmons College - Simmons School of Management 2001 — 2002
MBA, Management
Babson College 1991 — 1995
BS, Management
Northeastern University June 2014 - Present
Northeastern University August 2008 - Present
Boston College 2003 - May 2008
Boston College Center for Work and Family 2007 - 2008
Harvard Business School 2002 - 2003
Unipower 2000 - 2001
Iron Mountain 1997 - 2000
Fidelity Investments 1996 - 1997
Kendall Group and Institute 1994 - 1996
Skills
Teaching, Research,..., Higher Education, Qualitative Research, Data Analysis, Research, Teaching, Public Speaking, Organizational Behavior, University Teaching, Career Counseling, Leadership Development, Leadership, Statistics, Organizational...
Education
Boston College 2003 — 2008
M.S. / Ph.D., Organization Studies/Management
Simmons College - Simmons School of Management 2001 — 2002
MBA, Management
Babson College 1991 — 1995
BS, Management
Matthew Palazini's Fidelity Investments Experience December 2014 - Present
Job Financial Representative at Fidelity Investments
Industry
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments July 2014 - November 2014
Education
Babson College 2010 — 2014
Bachelor's Degree, Finance, General
Fidelity Investments December 2014 - Present
Fidelity Investments July 2014 - November 2014
Education
Babson College 2010 — 2014
Bachelor's Degree, Finance, General
Kristen Chan's Fidelity Investments Experience May 2013 - Present
Job Director, Strategy and Business Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Fidelity Investments July 2011 - June 2013
Fidelity Investments July 2010 - July 2011
Fidelity Investments January 2009 - July 2010
Fidelity Investments July 2007 - January 2009
Fidelity Investments August 2006 - July 2007
Skills
Financial Services
Education
University of Pennsylvania - The Wharton School 2012 — 2014
SIFMA / Wharton Certificate, Finance and Financial Management Services
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Babson College 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Fidelity Investments May 2013 - Present
Fidelity Investments July 2011 - June 2013
Fidelity Investments July 2010 - July 2011
Fidelity Investments January 2009 - July 2010
Fidelity Investments July 2007 - January 2009
Fidelity Investments August 2006 - July 2007
Skills
Financial Services
Education
University of Pennsylvania - The Wharton School 2012 — 2014
SIFMA / Wharton Certificate, Finance and Financial Management Services
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Babson College 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Eileen Boyd's Fidelity Investments Experience 1986 - 1988
Job
Industry Commercial Real Estate
Experience
Austin McGuire Company October 2003 - Present
Greenwich Associates 1998 - 2003
Morgan Stanley 1996 - 1998
First Data Investor Svc Group 1995 - 1996
State Street Bank 1988 - 1995
Fidelity Investments 1986 - 1988
Skills
Appraisals, Valuation, Real Estate, Market Research, Investments, Real Estate Development, Disposition, Asset Managment, Residential Homes, Commercial Real Estate, Leases, Brokerage, Corporate Real Estate, Real Estate Financing, Investment Properties, Real Estate Transactions, Real Estate Economics, Location Intelligence, Tenant, Land Acquisition, Lease Negotiations, Apartments, Tenant Representation, Landlords, Investors, Property Management, Asset Management, Dispositions
Education
Babson College 1988 — 1991
MBA
Stonehill College 1981 — 1985
BA
Université Paris Sorbonne (Paris IV) 1983 — 1984
Certificate
Rippowam High School
High School Diploma
Austin McGuire Company October 2003 - Present
Greenwich Associates 1998 - 2003
Morgan Stanley 1996 - 1998
First Data Investor Svc Group 1995 - 1996
State Street Bank 1988 - 1995
Fidelity Investments 1986 - 1988
Skills
Appraisals, Valuation, Real Estate, Market Research, Investments, Real Estate Development, Disposition, Asset Managment, Residential Homes, Commercial Real Estate, Leases, Brokerage, Corporate Real Estate, Real Estate Financing, Investment Properties, Real Estate Transactions, Real Estate Economics, Location Intelligence, Tenant, Land Acquisition, Lease Negotiations, Apartments, Tenant Representation, Landlords, Investors, Property Management, Asset Management, Dispositions
Education
Babson College 1988 — 1991
MBA
Stonehill College 1981 — 1985
BA
Université Paris Sorbonne (Paris IV) 1983 — 1984
Certificate
Rippowam High School
High School Diploma
Jeff Buress's Fidelity Investments Experience May 2011 - August 2011
Job Sr. Investment Analyst at Pathway Capital Management
Industry Financial Services
Experience
Pathway Capital Management March 2012 - Present
Fidelity Investments May 2011 - August 2011
New York Life Insurance Company May 2010 - September 2010
Education
Babson College 2008 — 2012
Bachelor of Science in Business Management, Finance; Quantitative Methods
Cumberland High School 2004 — 2008
High School Diploma
Pathway Capital Management March 2012 - Present
Fidelity Investments May 2011 - August 2011
New York Life Insurance Company May 2010 - September 2010
Education
Babson College 2008 — 2012
Bachelor of Science in Business Management, Finance; Quantitative Methods
Cumberland High School 2004 — 2008
High School Diploma
Katie Kamman's Fidelity Investments Experience October 2011 - April 2013
Job Senior Strategy Analyst at J. Jill
Industry Financial Services
Experience
J. Jill April 2013 - Present
Fidelity Investments October 2011 - April 2013
Fidelity Investments July 2007 - October 2011
FTI Consulting 2005 - 2007
Skills
Essbase, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Strategic Financial..., Bloomberg, Finance, Strategy, Analysis, Forecasting, Investments, Leadership, Financial Reporting, Financial Services, Analytics, Business Analysis, Mutual Funds
Education
Suffolk University 2008 — 2011
MBA, Finance
Babson College 2001 — 2004
J. Jill April 2013 - Present
Fidelity Investments October 2011 - April 2013
Fidelity Investments July 2007 - October 2011
FTI Consulting 2005 - 2007
Skills
Essbase, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Strategic Financial..., Bloomberg, Finance, Strategy, Analysis, Forecasting, Investments, Leadership, Financial Reporting, Financial Services, Analytics, Business Analysis, Mutual Funds
Education
Suffolk University 2008 — 2011
MBA, Finance
Babson College 2001 — 2004
Linda Vickers's Fidelity Investments Experience June 1994 - June 1995
Job VP Client Experience at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
TIAA-CREF August 2012 - April 2014
TIAA-CREF April 2011 - August 2012
TIAA-CREF July 2005 - April 2011
Putnam Investments June 2000 - June 2005
InfoImage May 1999 - June 2000
Mariner Post-Acute Network December 1997 - May 1999
State of Massachusetts, Department of Transitional Assistance November 1993 - November 1997
Fidelity Investments June 1994 - June 1995
NYNEX June 1987 - November 1993
Skills
Financial Services, SDLC, Vendor Management, Business Analysis, Portfolio Management, Relationship Management, Process Improvement, IT Strategy, Asset Managment, Program Management, Business Process..., CRM, IT Management, Project Portfolio..., Asset Management, Leadership, Strategy, Integration, Analytics, Governance, Business Intelligence, PMO
Education
Babson College 1983 — 1987
Bachelor of Science (BS), MIS/Marketing
TIAA-CREF April 2014 - Present
TIAA-CREF August 2012 - April 2014
TIAA-CREF April 2011 - August 2012
TIAA-CREF July 2005 - April 2011
Putnam Investments June 2000 - June 2005
InfoImage May 1999 - June 2000
Mariner Post-Acute Network December 1997 - May 1999
State of Massachusetts, Department of Transitional Assistance November 1993 - November 1997
Fidelity Investments June 1994 - June 1995
NYNEX June 1987 - November 1993
Skills
Financial Services, SDLC, Vendor Management, Business Analysis, Portfolio Management, Relationship Management, Process Improvement, IT Strategy, Asset Managment, Program Management, Business Process..., CRM, IT Management, Project Portfolio..., Asset Management, Leadership, Strategy, Integration, Analytics, Governance, Business Intelligence, PMO
Education
Babson College 1983 — 1987
Bachelor of Science (BS), MIS/Marketing
J.T. Ligget's Fidelity Investments Experience August 2008 - May 2009
Job Vice President
Industry Financial Services
Experience
BNY Mellon/Pershing LLC May 2011 - Present
Sovereign Bank July 2010 - May 2011
IBM May 2009 - August 2009
Fidelity Investments August 2008 - May 2009
PNC July 2002 - August 2008
Skills
Strategy, Market Research, Competitive Analysis, CRM, Management, Business Development, Program Management, Marketing Strategy, Strategic Partnerships, Marketing, Investments, Project Management, Strategic Planning, Relationship Management
Education
Babson College 2008 — 2010
Master’s Degree, Business Administration
Denison University 1998 — 2002
Bachelor of Arts, Communication
BNY Mellon/Pershing LLC May 2011 - Present
Sovereign Bank July 2010 - May 2011
IBM May 2009 - August 2009
Fidelity Investments August 2008 - May 2009
PNC July 2002 - August 2008
Skills
Strategy, Market Research, Competitive Analysis, CRM, Management, Business Development, Program Management, Marketing Strategy, Strategic Partnerships, Marketing, Investments, Project Management, Strategic Planning, Relationship Management
Education
Babson College 2008 — 2010
Master’s Degree, Business Administration
Denison University 1998 — 2002
Bachelor of Arts, Communication
Matthew Van Nortwick's Fidelity Investments Experience 1998 - 1999
Job
Industry Information Technology and Services
Experience
TIAA-CREF August 2013 - Present
HB Communications June 2012 - August 2013
Harvard Business School February 2008 - June 2012
Strategies for Life Networks June 2007 - July 2009
Harvard Business School September 2002 - February 2008
Harvard Business School 2000 - 2002
Fidelity Investments 1998 - 1999
Skills
Audio Visual Design, Audio Visual Support, Team Leadership, Strategic Planning, Project Planning, Video Conferencing, Service Management, Managed Services
Education
Babson College
Executive Education, IT Leadership Consortium
Harvard University
Bachelor's, Social Sciences
Middletown high school south
TIAA-CREF August 2013 - Present
HB Communications June 2012 - August 2013
Harvard Business School February 2008 - June 2012
Strategies for Life Networks June 2007 - July 2009
Harvard Business School September 2002 - February 2008
Harvard Business School 2000 - 2002
Fidelity Investments 1998 - 1999
Skills
Audio Visual Design, Audio Visual Support, Team Leadership, Strategic Planning, Project Planning, Video Conferencing, Service Management, Managed Services
Education
Babson College
Executive Education, IT Leadership Consortium
Harvard University
Bachelor's, Social Sciences
Middletown high school south
Julio Mota's Fidelity Investments Experience May 2014 - Present
Job Senior Director, Strategic Planning and Analysis at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Devonshire Investors (Fidelity Investments' private equity group) May 2011 - May 2014
HR Access (Devonshire Investors) September 2007 - April 2011
Devonshire Investors May 2007 - August 2007
Fidelity Broadband Group February 2006 - May 2007
Fidelity Labs June 2005 - February 2006
Education
Tufts University - The Fletcher School of Law and Diplomacy 2006 — 2008
Master of Arts, Law & Diplomacy, International economics; monetary policy
Babson College 2004 — 2006
Master of Business Administration, Finance
Tufts University 1988 — 1992
Bachelor of Arts
Fidelity Investments May 2014 - Present
Devonshire Investors (Fidelity Investments' private equity group) May 2011 - May 2014
HR Access (Devonshire Investors) September 2007 - April 2011
Devonshire Investors May 2007 - August 2007
Fidelity Broadband Group February 2006 - May 2007
Fidelity Labs June 2005 - February 2006
Education
Tufts University - The Fletcher School of Law and Diplomacy 2006 — 2008
Master of Arts, Law & Diplomacy, International economics; monetary policy
Babson College 2004 — 2006
Master of Business Administration, Finance
Tufts University 1988 — 1992
Bachelor of Arts
Katelin (Anderson) Spaulding's Fidelity Investments Experience October 2008 - December 2008
Job Digital Marketing and Branding at Boston Private
Industry Marketing and Advertising
Experience
Boston Private September 2015 - Present
Adams Street Early Learning Center September 2014 - Present
Leerink Swann August 2009 - August 2011
Fidelity Investments October 2008 - December 2008
Fidelity Investments January 2008 - June 2008
Fidelity Investments September 2005 - December 2007
Euro RSCG October 2003 - May 2005
Digitas August 2000 - July 2003
Skills
Marketing, Advertising, Business Development, Competitive Analysis, Online Advertising, Analytics, Brand Development, Strategy, Investments, Marketing Strategy, CRM, Social Media, Digital Marketing, Integrated Marketing
Education
Babson College 1996 — 2000
BS
University of Sydney 1999 — 1999
Algonquin
Boston Private September 2015 - Present
Adams Street Early Learning Center September 2014 - Present
Leerink Swann August 2009 - August 2011
Fidelity Investments October 2008 - December 2008
Fidelity Investments January 2008 - June 2008
Fidelity Investments September 2005 - December 2007
Euro RSCG October 2003 - May 2005
Digitas August 2000 - July 2003
Skills
Marketing, Advertising, Business Development, Competitive Analysis, Online Advertising, Analytics, Brand Development, Strategy, Investments, Marketing Strategy, CRM, Social Media, Digital Marketing, Integrated Marketing
Education
Babson College 1996 — 2000
BS
University of Sydney 1999 — 1999
Algonquin
Dora Imbrenda's Fidelity Investments Experience September 2007 - December 2012
Job Senior Business Systems Analyst at Epsilon
Industry Information Technology and Services
Experience
Epsilon January 2013 - Present
Fidelity Investments September 2007 - December 2012
BekeSantos 1996 - 2002
BekeSantos 1996 - 2001
BekeSantos 1996 - 2000
BekeSantos 1996 - 1999
BekeSantos 1996 - 1998
BekeSantos 1996 - 1997
BekeSantos 1996 - 1996
Skills
Agile Methodologies, Business Analysis, Visio, Requirements Analysis, Microsoft SQL Server, SQL, Business Intelligence, Crystal Reports, SDLC, Software Development, Cross-functional Team..., Oracle, Project Management, Analysis, Access, Program Management, Requirements Gathering, Systems Analysis
Education
Babson College 2004 — 2006
MBA, Global Management
Universidad Nueva Esparta 1994 — 1999
BS, Computer Science
Epsilon January 2013 - Present
Fidelity Investments September 2007 - December 2012
BekeSantos 1996 - 2002
BekeSantos 1996 - 2001
BekeSantos 1996 - 2000
BekeSantos 1996 - 1999
BekeSantos 1996 - 1998
BekeSantos 1996 - 1997
BekeSantos 1996 - 1996
Skills
Agile Methodologies, Business Analysis, Visio, Requirements Analysis, Microsoft SQL Server, SQL, Business Intelligence, Crystal Reports, SDLC, Software Development, Cross-functional Team..., Oracle, Project Management, Analysis, Access, Program Management, Requirements Gathering, Systems Analysis
Education
Babson College 2004 — 2006
MBA, Global Management
Universidad Nueva Esparta 1994 — 1999
BS, Computer Science
Matt Smith PMP's Fidelity Investments Experience 1997 - 1999
Job Program Manager at Cenotech Solutions LLC
Industry Information Technology and Services
Experience
Cenotech Solutions LLC February 2015 - Present
DST Converge February 2013 - January 2015
Finix Professional Services April 2011 - February 2012
DST Global Solutions 2007 - 2010
Fidelity Investments 1997 - 1999
Skills
Process Improvement, Quality Assurance, Analysis, Databases, PMP, Management, Accounting, Access, Business Analysis, Change Management, SQL, Project Management, Software Project..., Financial Services, Requirements Gathering
Education
Babson College 1987 — 1991
Bachelor of Science (BS), Finance and Investments
Cenotech Solutions LLC February 2015 - Present
DST Converge February 2013 - January 2015
Finix Professional Services April 2011 - February 2012
DST Global Solutions 2007 - 2010
Fidelity Investments 1997 - 1999
Skills
Process Improvement, Quality Assurance, Analysis, Databases, PMP, Management, Accounting, Access, Business Analysis, Change Management, SQL, Project Management, Software Project..., Financial Services, Requirements Gathering
Education
Babson College 1987 — 1991
Bachelor of Science (BS), Finance and Investments
Mathew Marotta's Fidelity Investments Experience 2005 - 2007
Job Portfolio Construction Analyst at GMO
Industry Financial Services
Experience
GMO July 2014 - Present
GMO December 2013 - July 2014
GMO December 2009 - December 2013
GMO February 2007 - December 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2004 - 2005
Fidelity Investments 2002 - 2004
Skills
Trading Systems, VBScript, .NET, WPF, WCF, C#, VBA, Microsoft Office, Microsoft SQL Server, Microsoft Office..., XAML, Entity Framework, SQL, Asset Allocation, Finance, Fixed Income, Bloomberg, UI Automation, Equities, Investments, Derivatives, Business Analysis, Financial Modeling, Bloomberg Terminal, Hedge Funds, Crystal Reports, Securities, Requirements Gathering, Financial Analysis, Valuation, Access, Databases, Data Modeling, Agile Methodologies, SharePoint, SDLC, Analysis, T-SQL, Business Requirements, Requirements Analysis, Equity Valuation, Performance Attribution, TFS, XML
Education
Babson College 1998 — 2002
Bachelor of Science (BS), Business Management (Finance and MIS Concentration)
GMO July 2014 - Present
GMO December 2013 - July 2014
GMO December 2009 - December 2013
GMO February 2007 - December 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2004 - 2005
Fidelity Investments 2002 - 2004
Skills
Trading Systems, VBScript, .NET, WPF, WCF, C#, VBA, Microsoft Office, Microsoft SQL Server, Microsoft Office..., XAML, Entity Framework, SQL, Asset Allocation, Finance, Fixed Income, Bloomberg, UI Automation, Equities, Investments, Derivatives, Business Analysis, Financial Modeling, Bloomberg Terminal, Hedge Funds, Crystal Reports, Securities, Requirements Gathering, Financial Analysis, Valuation, Access, Databases, Data Modeling, Agile Methodologies, SharePoint, SDLC, Analysis, T-SQL, Business Requirements, Requirements Analysis, Equity Valuation, Performance Attribution, TFS, XML
Education
Babson College 1998 — 2002
Bachelor of Science (BS), Business Management (Finance and MIS Concentration)
Jason Bertsch's Fidelity Investments Experience July 2010 - April 2012
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Gregory Lamping's Fidelity Investments Experience March 2006 - Present
Job Accounting
Industry Financial Services
Experience
Fidelity Investments March 2006 - Present
The New England Institute of Art 2004 - 2006
Skills
Financial Accounting, Excel Expert, Federal Taxes, Financial Analysis, Financial Reporting
Education
Babson College 1996 — 2000
Fidelity Investments March 2006 - Present
The New England Institute of Art 2004 - 2006
Skills
Financial Accounting, Excel Expert, Federal Taxes, Financial Analysis, Financial Reporting
Education
Babson College 1996 — 2000
Michele Zarella's Fidelity Investments Experience September 2005 - July 2013
Job Personal Stylist at Saks Fifth Avenue
Industry Apparel & Fashion
Experience
Saks Fifth Avenue January 2015 - Present
Fidelity Investments September 2005 - July 2013
Network World 2001 - 2005
Skills
Event Planning, Marketing Strategy, Financial Services, Management, Marketing, Strategy, Strategic Planning, Sales, Business Development, Marketing Communications, Event Management, Social Media Marketing, Social Media, Program Management
Education
Babson College 1988 — 1992
Lincoln Sudbury RHS
Saks Fifth Avenue January 2015 - Present
Fidelity Investments September 2005 - July 2013
Network World 2001 - 2005
Skills
Event Planning, Marketing Strategy, Financial Services, Management, Marketing, Strategy, Strategic Planning, Sales, Business Development, Marketing Communications, Event Management, Social Media Marketing, Social Media, Program Management
Education
Babson College 1988 — 1992
Lincoln Sudbury RHS
Matthew Hassett's Fidelity Investments Experience January 2008 - Present
Job Sales Analyst
Industry Financial Services
Experience
Fidelity Investments January 2008 - Present
Harvard University January 2007 - June 2007
Trane July 2006 - August 2006
Skills
Financial Analysis
Education
Babson College 2013 — 2015
Master of Business Administration (M.B.A.)
Northeastern University 2005 — 2009
Fidelity Investments January 2008 - Present
Harvard University January 2007 - June 2007
Trane July 2006 - August 2006
Skills
Financial Analysis
Education
Babson College 2013 — 2015
Master of Business Administration (M.B.A.)
Northeastern University 2005 — 2009
Jim Capra's Fidelity Investments Experience 1999 - Present
Job VP, Financial Consultant
Industry Financial Services
Experience
Fidelity Investments 1999 - Present
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Wealth Management, 401k, Retirement Planning, Investment Advisory, Portfolio Management, Strategic Financial..., Financial Services
Education
Babson College 1999 — 2002
MBA
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2002
Fidelity Investments 1999 - Present
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Wealth Management, 401k, Retirement Planning, Investment Advisory, Portfolio Management, Strategic Financial..., Financial Services
Education
Babson College 1999 — 2002
MBA
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2002
Jeff Cookson's Fidelity Investments Experience November 1995 - Present
Job Director, Client Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 1995 - Present
Education
Clark University 2000 — 2004
MBA
Babson College 1989 — 1993
Fidelity Investments November 1995 - Present
Education
Clark University 2000 — 2004
MBA
Babson College 1989 — 1993
Katie McMackin, CISSP, EnCE's Fidelity Investments Experience June 2004 - February 2007
Job Senior Information Security Engineer/Scientist
Industry Computer & Network Security
Experience
MITRE February 2007 - Present
Fidelity Investments June 2004 - February 2007
Skills
Vulnerability Assessment, Information Security, Computer Security, CISSP, Vulnerability Management, Information Assurance, Information Security..., Security, Network Security, Information Technology, Application Security, Computer Forensics, IDS, Intrusion Detection, Malware Analysis, Penetration Testing
Education
Babson College 2000 — 2004
Needham High School
MITRE February 2007 - Present
Fidelity Investments June 2004 - February 2007
Skills
Vulnerability Assessment, Information Security, Computer Security, CISSP, Vulnerability Management, Information Assurance, Information Security..., Security, Network Security, Information Technology, Application Security, Computer Forensics, IDS, Intrusion Detection, Malware Analysis, Penetration Testing
Education
Babson College 2000 — 2004
Needham High School
Jeffrey G. Jones's Fidelity Investments Experience 1993 - 2003
Job AVP at State Street
Industry Computer Software
Experience
State Street July 2010 - August 2014
Magenic Technologies August 2008 - April 2009
Ascend Consulting 2004 - 2008
Bonaire Software Solutions 2003 - 2004
Fidelity Investments 1993 - 2003
Skills
Agile Methodologies, Program Management, Process Improvement, IT Strategy, Scrum, Six Sigma, Professional Services, Consulting, SDLC, Vendor Management, Financial Services, Business Analysis, PMO, PMP, Requirements Gathering
Education
Babson College 1983 — 1987
Bachelor of Science (BS), Finance and Investments
State Street July 2010 - August 2014
Magenic Technologies August 2008 - April 2009
Ascend Consulting 2004 - 2008
Bonaire Software Solutions 2003 - 2004
Fidelity Investments 1993 - 2003
Skills
Agile Methodologies, Program Management, Process Improvement, IT Strategy, Scrum, Six Sigma, Professional Services, Consulting, SDLC, Vendor Management, Financial Services, Business Analysis, PMO, PMP, Requirements Gathering
Education
Babson College 1983 — 1987
Bachelor of Science (BS), Finance and Investments
Fred Fredericks's Fidelity Investments Experience April 2004 - September 2008
Job Actively looking for job
Industry Information Technology and Services
Experience
Boston Scientific September 2008 - April 2011
Fidelity Investments April 2004 - September 2008
MALDEN MILLS INDUSTRIES January 1998 - April 2004
Simplex Time Recorder 1996 - 1998
EG&G, INC January 1992 - January 1996
HYDE ATHLETIC INDUSTRIES January 1990 - January 1992
Prime Computer January 1987 - January 1990
Skills
SDLC, ERP
Education
Babson College
MBA
NORTHEASTERN UNIVERSITY
B.S, Computer Science
Boston Scientific September 2008 - April 2011
Fidelity Investments April 2004 - September 2008
MALDEN MILLS INDUSTRIES January 1998 - April 2004
Simplex Time Recorder 1996 - 1998
EG&G, INC January 1992 - January 1996
HYDE ATHLETIC INDUSTRIES January 1990 - January 1992
Prime Computer January 1987 - January 1990
Skills
SDLC, ERP
Education
Babson College
MBA
NORTHEASTERN UNIVERSITY
B.S, Computer Science
Kate Crowley's Fidelity Investments Experience 2005 - 2007
Job Strategic Alliances Manager at Oracle
Industry Computer Software
Experience
Oracle June 2014 - Present
Oracle Corporation January 2010 - Present
Oracle November 2007 - January 2010
Fidelity Investments 2005 - 2007
LEGO Group 2002 - 2004
Skills
Oracle, Pre-sales, Professional Services, Team Leadership, Selling, Channel Partners, Management, Cold Calling, Software Industry, Strategic Partnerships, Negotiation, Oracle Applications, Marketing, Sales Enablement
Education
Babson College 1997 — 2001
Bachelor of Business Administration (BBA)
Oracle June 2014 - Present
Oracle Corporation January 2010 - Present
Oracle November 2007 - January 2010
Fidelity Investments 2005 - 2007
LEGO Group 2002 - 2004
Skills
Oracle, Pre-sales, Professional Services, Team Leadership, Selling, Channel Partners, Management, Cold Calling, Software Industry, Strategic Partnerships, Negotiation, Oracle Applications, Marketing, Sales Enablement
Education
Babson College 1997 — 2001
Bachelor of Business Administration (BBA)
Jon Beckstrom's Fidelity Investments Experience May 1996 - March 1998
Job Vice President, Business Development at MasterCard Worldwide
Industry Financial Services
Experience
MasterCard Worldwide July 2011 - Present
Visa Inc June 2005 - July 2011
JPMorgan Chase April 1999 - 2005
American Express March 1998 - April 1999
Fidelity Investments May 1996 - March 1998
The Analytic Sciences Corporation April 1992 - May 1996
Sales Dynamics Enterprises Ltd. August 1989 - April 1992
Raytheon January 1987 - August 1989
Education
Babson College 1982 — 1986
MasterCard Worldwide July 2011 - Present
Visa Inc June 2005 - July 2011
JPMorgan Chase April 1999 - 2005
American Express March 1998 - April 1999
Fidelity Investments May 1996 - March 1998
The Analytic Sciences Corporation April 1992 - May 1996
Sales Dynamics Enterprises Ltd. August 1989 - April 1992
Raytheon January 1987 - August 1989
Education
Babson College 1982 — 1986
Jeremy Beaudette's Fidelity Investments Experience February 2013 - Present
Job Team Leader Investment Performance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2013 - Present
Fidelity Investments March 2009 - February 2013
Fidelity Investments November 2005 - March 2009
Fidelity Investments September 2004 - November 2005
Fidelity Investments March 2004 - September 2004
Fidelity Investments September 2001 - March 2004
Skills
Financial Services, Fixed Income, Mutual Funds, Pensions, Investments, Analysis, Equities, Portfolio Management
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2006 — 2009
MBA, Finance
Babson College 1997 — 2001
BS, Business Administration
Fidelity Investments February 2013 - Present
Fidelity Investments March 2009 - February 2013
Fidelity Investments November 2005 - March 2009
Fidelity Investments September 2004 - November 2005
Fidelity Investments March 2004 - September 2004
Fidelity Investments September 2001 - March 2004
Skills
Financial Services, Fixed Income, Mutual Funds, Pensions, Investments, Analysis, Equities, Portfolio Management
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2006 — 2009
MBA, Finance
Babson College 1997 — 2001
BS, Business Administration
Jonas Van Helden's Fidelity Investments Experience March 2013 - Present
Job Compensation Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments August 2011 - March 2013
Fidelity Investments January 2008 - August 2011
Fidelity Investments September 2006 - January 2008
Fidelity Investments September 2004 - September 2006
Forever Fit Fitness Center June 2003 - September 2004
Skills
Finance, Analysis, Mutual Funds, Leadership, Investment Management, Financial Analysis, Budgets, Financial Modeling, Investments, Databases
Education
Babson College 2000 — 2004
Bachelor's degree, Finance, General
Monash University
Suffolk University - Sawyer School of Management
MBA, Business Administration and Management, General
Fidelity Investments March 2013 - Present
Fidelity Investments August 2011 - March 2013
Fidelity Investments January 2008 - August 2011
Fidelity Investments September 2006 - January 2008
Fidelity Investments September 2004 - September 2006
Forever Fit Fitness Center June 2003 - September 2004
Skills
Finance, Analysis, Mutual Funds, Leadership, Investment Management, Financial Analysis, Budgets, Financial Modeling, Investments, Databases
Education
Babson College 2000 — 2004
Bachelor's degree, Finance, General
Monash University
Suffolk University - Sawyer School of Management
MBA, Business Administration and Management, General
Marie Lennon's Fidelity Investments Experience November 1984 - February 1997
Job Reading Specialist
Industry Education Management
Experience
EDCO Collaborative June 2007 - June 2013
Cathedral Grammar School March 1998 - May 2007
Fidelity Investments November 1984 - February 1997
Education
Boston College 2004 — 2007
Master of Education (MEd), Dual degree: Elem Ed (Gr.1 -6) and Reading Specialist (all levels)
Babson College 1983 — 1984
Master of Business Administration (MBA), Finance, General
Boston College 1977 — 1981
Bachelor of Science (BS), Accounting
EDCO Collaborative June 2007 - June 2013
Cathedral Grammar School March 1998 - May 2007
Fidelity Investments November 1984 - February 1997
Education
Boston College 2004 — 2007
Master of Education (MEd), Dual degree: Elem Ed (Gr.1 -6) and Reading Specialist (all levels)
Babson College 1983 — 1984
Master of Business Administration (MBA), Finance, General
Boston College 1977 — 1981
Bachelor of Science (BS), Accounting
Maureen Olejarz's Fidelity Investments Experience July 2011 - Present
Job Senior Vice President, Software Development at Fidelity
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity 1999 - Present
Fidelity Investments 1993 - June 1999
GTE 1985 - 1993
GTE Government Systems June 1982 - 1987
Raytheon Data Systems 1980 - 1982
Skills
Mobile Devices, FINRA Series 99
Education
Babson College 1989 — 1993
Business Administration
Northeastern University 1978 — 1982
BSCS, Computer Science
Fidelity Investments July 2011 - Present
Fidelity 1999 - Present
Fidelity Investments 1993 - June 1999
GTE 1985 - 1993
GTE Government Systems June 1982 - 1987
Raytheon Data Systems 1980 - 1982
Skills
Mobile Devices, FINRA Series 99
Education
Babson College 1989 — 1993
Business Administration
Northeastern University 1978 — 1982
BSCS, Computer Science
Leah Dokos's Fidelity Investments Experience February 2007 - June 2008
Job Senior Compensation Analyst / Banking Officer at M&T Bank
Industry Human Resources
Experience
M&T Bank January 2014 - Present
M&T Bank November 2012 - January 2014
Fisher-Price September 2008 - November 2012
Fidelity Investments February 2007 - June 2008
Fidelity Investments June 2006 - August 2006
Fidelity Investments June 2004 - August 2005
Skills
Incentive Programs, Analysis, Employee Relations, Compensation, Customer Service, Deferred Compensation, Executive Pay, Financial Analysis, Microsoft Excel
Education
SUNY at Buffalo 2009 — 2012
MBA
Babson College 2003 — 2007
Bachelor of Science, Business Administration and Management, General
M&T Bank January 2014 - Present
M&T Bank November 2012 - January 2014
Fisher-Price September 2008 - November 2012
Fidelity Investments February 2007 - June 2008
Fidelity Investments June 2006 - August 2006
Fidelity Investments June 2004 - August 2005
Skills
Incentive Programs, Analysis, Employee Relations, Compensation, Customer Service, Deferred Compensation, Executive Pay, Financial Analysis, Microsoft Excel
Education
SUNY at Buffalo 2009 — 2012
MBA
Babson College 2003 — 2007
Bachelor of Science, Business Administration and Management, General
Keri Pitre's Fidelity Investments Experience April 2012 - Present
Job Senior Supplier Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments June 2005 - March 2012
Skills
Vendor Management, Project Management, Process Improvement
Education
Babson College 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Southern NH University 2012 — 2013
Master of Business Administration (MBA)
Fidelity Investments April 2012 - Present
Fidelity Investments June 2005 - March 2012
Skills
Vendor Management, Project Management, Process Improvement
Education
Babson College 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Southern NH University 2012 — 2013
Master of Business Administration (MBA)
Emile De Boyrie's Fidelity Investments Experience 1995 - 2007
Job Investment Representative at INSIGHT SECURITIES.
Industry Financial Services
Experience
Insight Securities June 2007 - Present
401KTrainers.com 2007 - Present
Fidelity Investments 1995 - 2007
Skills
401k, Asset Allocation
Education
Babson College 1980 — 1982
Business Administration
Loyola
Insight Securities June 2007 - Present
401KTrainers.com 2007 - Present
Fidelity Investments 1995 - 2007
Skills
401k, Asset Allocation
Education
Babson College 1980 — 1982
Business Administration
Loyola
Mark D. Capuano's Fidelity Investments Experience January 2000 - May 2001
Job Branch Manager at BankNewport
Industry Banking
Experience
BankNewport February 2014 - Present
Citizens Bank August 2012 - February 2014
Stateside Funding, LLC September 2002 - October 2012
Fidelity Investments January 2000 - May 2001
Skills
Loan Origination, Mortgage Lending, Loans, Refinance, Credit, Residential Mortgages, Mortgage Banking, Credit Analysis, Commercial Lending, FHA, Consumer Lending, Portfolio Management, Investments, Commercial Mortgages, Risk Management, Leadership, Banking, Selling, Customer Service, Real Estate, Marketing, Real Estate Transactions
Education
Babson College 1992 — 1996
BS, Investments
BankNewport February 2014 - Present
Citizens Bank August 2012 - February 2014
Stateside Funding, LLC September 2002 - October 2012
Fidelity Investments January 2000 - May 2001
Skills
Loan Origination, Mortgage Lending, Loans, Refinance, Credit, Residential Mortgages, Mortgage Banking, Credit Analysis, Commercial Lending, FHA, Consumer Lending, Portfolio Management, Investments, Commercial Mortgages, Risk Management, Leadership, Banking, Selling, Customer Service, Real Estate, Marketing, Real Estate Transactions
Education
Babson College 1992 — 1996
BS, Investments
Jonathan Duggan's Fidelity Investments Experience July 2007 - Present
Job CFA, Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2007 - Present
Skills
Equities, Fixed Income, Bloomberg, Asset Allocation, Mutual Funds, Alternative Investments, Investments, Asset Managment, Financial Analysis, Due Diligence, Equity Research, Financial Modeling, Valuation, Hedge Funds
Education
Suffolk University - Sawyer Business School 1999 — 2004
MBA, MSF
Babson College 1990 — 1994
B.S., Accounting, Economics, US History
Fidelity Investments July 2007 - Present
Skills
Equities, Fixed Income, Bloomberg, Asset Allocation, Mutual Funds, Alternative Investments, Investments, Asset Managment, Financial Analysis, Due Diligence, Equity Research, Financial Modeling, Valuation, Hedge Funds
Education
Suffolk University - Sawyer Business School 1999 — 2004
MBA, MSF
Babson College 1990 — 1994
B.S., Accounting, Economics, US History
Larry Papagni's Fidelity Investments Experience April 1989 - Present
Job VP, Service Delivery Leader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 1989 - Present
Education
Babson College 1991 — 1994
MBA
Bucknell University 1982 — 1986
BSBA
Fidelity Investments April 1989 - Present
Education
Babson College 1991 — 1994
MBA
Bucknell University 1982 — 1986
BSBA
Michelle deSilva's Fidelity Investments Experience 1986 - 1991
Job Midwest Director at Angel Capital Group
Industry Financial Services
Experience
Angel Capital Group April 2012 - February 2013
Pegasus Capital Management August 2008 - January 2012
Greater Kansas City Community Foundation 2007 - 2007
Thomson Reuters January 1991 - 1996
Fidelity Investments 1986 - 1991
Education
Babson College 1982 — 1986
BS, Finance/Economics
Angel Capital Group April 2012 - February 2013
Pegasus Capital Management August 2008 - January 2012
Greater Kansas City Community Foundation 2007 - 2007
Thomson Reuters January 1991 - 1996
Fidelity Investments 1986 - 1991
Education
Babson College 1982 — 1986
BS, Finance/Economics
Elana Hogan's Fidelity Investments Experience January 2013 - Present
Job Senior Analyst at Fidelity Investments
Industry Banking
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments November 2011 - December 2012
Citi June 2010 - October 2011
Courion Corporation October 2009 - June 2010
GGBrownies May 2001 - September 2006
Skills
Market Research, Financial Reporting, Financial Modeling, Financial Analysis, Data Analysis, Microsoft Excel, Auditing, Competitive Analysis
Education
Babson College 2006 — 2010
Bachelor of Science, Strategic Management
Fidelity Investments January 2013 - Present
Fidelity Investments November 2011 - December 2012
Citi June 2010 - October 2011
Courion Corporation October 2009 - June 2010
GGBrownies May 2001 - September 2006
Skills
Market Research, Financial Reporting, Financial Modeling, Financial Analysis, Data Analysis, Microsoft Excel, Auditing, Competitive Analysis
Education
Babson College 2006 — 2010
Bachelor of Science, Strategic Management
Jon Garvin's Fidelity Investments Experience January 2012 - Present
Job Vice President Investment Services at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments January 2005 - December 2011
Fidelity Investments May 2004 - January 2005
Fidelity Investments June 1998 - May 2004
Fidelity Investments September 1994 - May 1998
Education
Babson College 1990 — 1994
Finance & Investments, MIS
Fidelity Investments January 2012 - Present
Fidelity Investments January 2005 - December 2011
Fidelity Investments May 2004 - January 2005
Fidelity Investments June 1998 - May 2004
Fidelity Investments September 1994 - May 1998
Education
Babson College 1990 — 1994
Finance & Investments, MIS
Joe Gill's Fidelity Investments Experience 1993 - 1997
Job Vice President DCIO at Prudential Securities
Industry Financial Services
Experience
Prudential Investments July 2009 - Present
UBS Wealth Management 2006 - 2009
Merrill Lynch 2000 - 2005
Putnam Investments 1997 - 2000
Fidelity Investments 1993 - 1997
Bank Of New England 1982 - 1993
Skills
Investments, 401k, Management, Retirement, Product Management, Asset Managment, Employee Benefits, Mutual Funds, Series 7, Financial Services, Asset Allocation, Asset Management, Relationship Management, Retirement Planning, Wealth Management, FINRA, Series 63
Education
Babson College 1982 — 1989
MBA, Finance
University of Notre Dame 1978 — 1980
BSBA, Accounting
Xaverian 1972 — 1976
Prudential Investments July 2009 - Present
UBS Wealth Management 2006 - 2009
Merrill Lynch 2000 - 2005
Putnam Investments 1997 - 2000
Fidelity Investments 1993 - 1997
Bank Of New England 1982 - 1993
Skills
Investments, 401k, Management, Retirement, Product Management, Asset Managment, Employee Benefits, Mutual Funds, Series 7, Financial Services, Asset Allocation, Asset Management, Relationship Management, Retirement Planning, Wealth Management, FINRA, Series 63
Education
Babson College 1982 — 1989
MBA, Finance
University of Notre Dame 1978 — 1980
BSBA, Accounting
Xaverian 1972 — 1976
Eileen Bialosky's Fidelity Investments Experience 2014 - Present
Job Vice President, Service Delivery Leader at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments 2014 - Present
Fidelity Investments January 2005 - November 2014
Fidelity Investments 2002 - 2005
Fidelity January 2001 - January 2002
WORLDCLINIC, INC January 1999 - January 2001
EXXCEL January 1998 - January 1999
Skills
Client Services, Customer Relations, Client Service, Account Management, Integrated Marketing
Education
Babson College 1994 — 1998
BS, Business Management; Marketing and Communications
Fidelity Investments 2014 - Present
Fidelity Investments January 2005 - November 2014
Fidelity Investments 2002 - 2005
Fidelity January 2001 - January 2002
WORLDCLINIC, INC January 1999 - January 2001
EXXCEL January 1998 - January 1999
Skills
Client Services, Customer Relations, Client Service, Account Management, Integrated Marketing
Education
Babson College 1994 — 1998
BS, Business Management; Marketing and Communications
Michael Santomaro's Fidelity Investments Experience June 2001 - November 2004
Job Market Development Representative at Philips Lighting
Industry Electrical/Electronic Manufacturing
Experience
Philips Lighting February 2007 - Present
RI Light Supply November 2004 - February 2007
Fidelity Investments June 2001 - November 2004
Education
Babson College 1997 — 2001
BS, Finance
Philips Lighting February 2007 - Present
RI Light Supply November 2004 - February 2007
Fidelity Investments June 2001 - November 2004
Education
Babson College 1997 — 2001
BS, Finance
Derrick Lui's Fidelity Investments Experience September 2007 - May 2011
Job Senior Accountant at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) May 2011 - Present
Fidelity Investments September 2007 - May 2011
Education
Harvard University 2010 — 2013
Babson College 2003 — 2007
Bachelor of Science (BS), Accounting and Business/Management
John Hancock Life Insurance Company (U.S.A.) May 2011 - Present
Fidelity Investments September 2007 - May 2011
Education
Harvard University 2010 — 2013
Babson College 2003 — 2007
Bachelor of Science (BS), Accounting and Business/Management
Jeff Mehne, AIF's Fidelity Investments Experience 2003 - 2009
Job Registered Associate, Mayflower Advisors LLC
Industry Financial Services
Experience
Mayflower Advisors, LLC July 2015 - Present
Natixis Global Asset Management September 2013 - January 2015
ADP September 2009 - September 2013
Fidelity Investments 2003 - 2009
Skills
401k, Mutual Funds, Series 63, Series 7
Education
Babson College 1998 — 2002
Mayflower Advisors, LLC July 2015 - Present
Natixis Global Asset Management September 2013 - January 2015
ADP September 2009 - September 2013
Fidelity Investments 2003 - 2009
Skills
401k, Mutual Funds, Series 63, Series 7
Education
Babson College 1998 — 2002
Michael Terzakis's Fidelity Investments Experience ManagerDairy BarnJune 1996 - September 2002
Job Senior Trust Accountant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments ManagerDairy BarnJune 1996 - September 2002
Education
Babson College 1993 — 1996
Finance, Investments & Economics
Fidelity Investments ManagerDairy BarnJune 1996 - September 2002
Education
Babson College 1993 — 1996
Finance, Investments & Economics
John Williams,MSA 9/10's Fidelity Investments Experience July 2015 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments October 2014 - July 2015
Fidelity Investments July 2013 - October 2014
Fidelity Investments February 2012 - July 2013
Fidelity Investments October 2010 - February 2012
Fidelity Investments December 2009 - October 2010
History Channel September 2008 - September 2009
First Southwest Company May 2005 - September 2005
First Southwest Company May 2004 - September 2004
Skills
Financial Analysis, Valuation, Series 63, Series 7, Bloomberg, Securities, Morningstar, Mutual Funds, Microsoft Excel, Budgets, Investments, Capital IQ, Investment Advisory
Education
The University of Texas at Dallas 2008 — 2010
Master of Science, Accounting and Information Management
Babson College 2003 — 2007
Bachelor of Science, Finance and Business Management
Fidelity Investments July 2015 - Present
Fidelity Investments October 2014 - July 2015
Fidelity Investments July 2013 - October 2014
Fidelity Investments February 2012 - July 2013
Fidelity Investments October 2010 - February 2012
Fidelity Investments December 2009 - October 2010
History Channel September 2008 - September 2009
First Southwest Company May 2005 - September 2005
First Southwest Company May 2004 - September 2004
Skills
Financial Analysis, Valuation, Series 63, Series 7, Bloomberg, Securities, Morningstar, Mutual Funds, Microsoft Excel, Budgets, Investments, Capital IQ, Investment Advisory
Education
The University of Texas at Dallas 2008 — 2010
Master of Science, Accounting and Information Management
Babson College 2003 — 2007
Bachelor of Science, Finance and Business Management
Michael Terzakis's Fidelity Investments Experience May 2012 - Present
Job Fund Accountant III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Fidelity Investments August 2006 - April 2012
Fidelity Investments August 2005 - August 2006
Dairy Barn June 1999 - September 2003
Hellas Hockey North America 1999 - 2000
First Data Corporation April 1998 - June 1999
Skills
Investment Advisory, Wealth Management, Mutual Funds, Trading, Alternative Investments, Asset Management, Investments, Retirement Planning, Asset Managment, Management, Financial Services, Banking, Cash Management, Estate Planning, Portfolio Management, Equities, Relationship Management, Series 7, Mergers & Acquisitions, Strategic Financial..., Series 63, Fixed Income, Hedge Funds, Business Planning, Finance, Bloomberg, Risk Management, Financial Analysis
Education
Babson College 1993 — 1996
Bachelor of Science, Finance, Investments & Economics
Boston University 1992 — 1993
Bachelor's degree, Pre - Law, 3.6
Fidelity Investments May 2012 - Present
Fidelity Investments August 2006 - April 2012
Fidelity Investments August 2005 - August 2006
Dairy Barn June 1999 - September 2003
Hellas Hockey North America 1999 - 2000
First Data Corporation April 1998 - June 1999
Skills
Investment Advisory, Wealth Management, Mutual Funds, Trading, Alternative Investments, Asset Management, Investments, Retirement Planning, Asset Managment, Management, Financial Services, Banking, Cash Management, Estate Planning, Portfolio Management, Equities, Relationship Management, Series 7, Mergers & Acquisitions, Strategic Financial..., Series 63, Fixed Income, Hedge Funds, Business Planning, Finance, Bloomberg, Risk Management, Financial Analysis
Education
Babson College 1993 — 1996
Bachelor of Science, Finance, Investments & Economics
Boston University 1992 — 1993
Bachelor's degree, Pre - Law, 3.6
edward manion's Fidelity Investments Experience May 1970 - May 1979
Job
Industry
Experience
Securities & Exchange Comm Portfolio ManagerMellon &FidelityMay 1979 - May 1990
Fidelity Investments May 1970 - May 1979
Education
Babson College 1967 — 1971
MBA, Business Administration and Management, General
Boston College 1963 — 1967
Bachelor's degree, Finance, General, cum laude
Securities & Exchange Comm Portfolio ManagerMellon &FidelityMay 1979 - May 1990
Fidelity Investments May 1970 - May 1979
Education
Babson College 1967 — 1971
MBA, Business Administration and Management, General
Boston College 1963 — 1967
Bachelor's degree, Finance, General, cum laude
Lee Sentnor's Fidelity Investments Experience March 2001 - August 2003
Job National Assurance Technical Coordinator at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP 2010 - Present
Whitman Hanson Regional High School August 2003 - August 2005
Fidelity Investments March 2001 - August 2003
Arthur Andersen September 1997 - March 2001
Education
Babson College 1993 — 1997
BS, Accounting
BDO USA, LLP 2010 - Present
Whitman Hanson Regional High School August 2003 - August 2005
Fidelity Investments March 2001 - August 2003
Arthur Andersen September 1997 - March 2001
Education
Babson College 1993 — 1997
BS, Accounting
Donald O'Keefe's Fidelity Investments Experience August 2011 - Present
Job
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Education
Babson College 1982 — 1985
BS, Accounting
Chaminade
Fidelity Investments August 2011 - Present
Education
Babson College 1982 — 1985
BS, Accounting
Chaminade
Ken Gibbons's Fidelity Investments Experience
Job Senior Finance Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Financial Reporting, Financial Modeling, Strategic Financial..., Forecasting, Financial Analysis, Hyperion Enterprise, Essbase, Corporate Finance, Variance Analysis, Finance, Sarbanes-Oxley Act, Mutual Funds, Valuation
Education
Babson College 1994 — 2000
MBA, Finance
Bentley University 1985 — 1989
Bachelor of Science, Accounting
Fidelity Investments
Skills
Financial Reporting, Financial Modeling, Strategic Financial..., Forecasting, Financial Analysis, Hyperion Enterprise, Essbase, Corporate Finance, Variance Analysis, Finance, Sarbanes-Oxley Act, Mutual Funds, Valuation
Education
Babson College 1994 — 2000
MBA, Finance
Bentley University 1985 — 1989
Bachelor of Science, Accounting
Marc Savaria's Fidelity Investments Experience July 1995 - April 2003
Job VP at Eaton Vance
Industry Investment Management
Experience
Eaton Vance August 2010 - Present
Standard & Poor's June 2003 - July 2010
Fidelity Investments July 1995 - April 2003
Skills
Fixed Income, Securities, Financial Modeling, Capital Markets, Asset Management
Education
Babson College 2001 — 2003
Master of Business Administration (M.B.A.)
Babson College 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Finance
Eaton Vance August 2010 - Present
Standard & Poor's June 2003 - July 2010
Fidelity Investments July 1995 - April 2003
Skills
Fixed Income, Securities, Financial Modeling, Capital Markets, Asset Management
Education
Babson College 2001 — 2003
Master of Business Administration (M.B.A.)
Babson College 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Finance
Kevin A. Richardson, II's Fidelity Investments Experience 1994 - 1997
Job Board Member at Pegasus Solutions
Industry Investment Management
Experience
eDiets.com 2006 - Present
St. John's Preparatory School 2006 - Present
Sanuwave 2005 - Present
Pegasus Solutions 2005 - Present
Prides Capital 2004 - Present
HealthTronics, Inc. 2005 - 2008
QC Holdings 2005 - 2007
Blum Capital Partners 1999 - 2003
TUDOR INVESTMENT CORPORATION 1997 - 1999
Fidelity Investments 1994 - 1997
Skills
Mergers, Venture Capital, Start-ups, Private Equity, E-commerce, Business Development, Strategic Partnerships, Financial Modeling, Mergers & Acquisitions, Investments, Corporate Development, Negotiation, Marketing, Corporate Governance, Financial Analysis, Joint Ventures, Due Diligence, Strategic Financial..., Entrepreneurship, Market Research, Product Management, SaaS, Contract Negotiation, Leadership, Consulting, Market Analysis, Turn Around Management, Enterprise Software, Business Planning, Strategy, Valuation, P&L Management, Business, Executive Management, New Business Development, Cross-functional Team..., Product Development, Management Consulting, Business Strategy, Investment Banking, Portfolio Management, Asset Management, Investor Relations, M&A experience, Product Marketing, Competitive Analysis, Emerging Markets, Management, Acquisition Integration, Restructuring
Education
UNC Chapel Hill 1992 — 1994
Master of Business Administration (MBA), Business Administration and Management, General
Babson College 1986 — 1990
Bachelor of Science (BS), Finance & Investments
St. John's Prep 1982 — 1986
High school
eDiets.com 2006 - Present
St. John's Preparatory School 2006 - Present
Sanuwave 2005 - Present
Pegasus Solutions 2005 - Present
Prides Capital 2004 - Present
HealthTronics, Inc. 2005 - 2008
QC Holdings 2005 - 2007
Blum Capital Partners 1999 - 2003
TUDOR INVESTMENT CORPORATION 1997 - 1999
Fidelity Investments 1994 - 1997
Skills
Mergers, Venture Capital, Start-ups, Private Equity, E-commerce, Business Development, Strategic Partnerships, Financial Modeling, Mergers & Acquisitions, Investments, Corporate Development, Negotiation, Marketing, Corporate Governance, Financial Analysis, Joint Ventures, Due Diligence, Strategic Financial..., Entrepreneurship, Market Research, Product Management, SaaS, Contract Negotiation, Leadership, Consulting, Market Analysis, Turn Around Management, Enterprise Software, Business Planning, Strategy, Valuation, P&L Management, Business, Executive Management, New Business Development, Cross-functional Team..., Product Development, Management Consulting, Business Strategy, Investment Banking, Portfolio Management, Asset Management, Investor Relations, M&A experience, Product Marketing, Competitive Analysis, Emerging Markets, Management, Acquisition Integration, Restructuring
Education
UNC Chapel Hill 1992 — 1994
Master of Business Administration (MBA), Business Administration and Management, General
Babson College 1986 — 1990
Bachelor of Science (BS), Finance & Investments
St. John's Prep 1982 — 1986
High school
Nancy Clark-miller's Fidelity Investments Experience August 2013 - February 2014
Job Project Managment Professional
Industry Information Technology and Services
Experience
Fidelity Investments August 2013 - February 2014
Fidelity Investments November 2011 - February 2013
MassDOT July 2010 - November 2011
Veitude, llc September 2006 - April 2008
Monster Worldwide April 2002 - September 2005
Enterprise Knowledge Systems March 1999 - March 2002
Skills
Project Management, Requirements Gathering, Information Technology, Enterprise Software, Cross-functional Team..., Requirements Analysis, Visio, Project Delivery, Business Process..., MS Project, Project Planning, Scrum, Leadership, Program Management, Software Project..., SharePoint, Software Development, SDLC, Change Management, Vendor Management, Software Engineering, Customer Service, Requirements Management, Compliance, Agile Methodologies, Quality Assurance, Management, SQL, Databases, Integration, Management Consulting, Strategy, Microsoft Office, Business Analysis, Manage Client..., Facilitator, Microsoft Excel, CRM, Team Leader, Internal Communications, New Business Development, PowerPoint, HTML, RDBMS, Kaizen, Knowledge Management, Technical Writing, cGMP
Education
Boston University 2009 — 2010
Project Management
Babson College
Certificate
Fidelity Investments August 2013 - February 2014
Fidelity Investments November 2011 - February 2013
MassDOT July 2010 - November 2011
Veitude, llc September 2006 - April 2008
Monster Worldwide April 2002 - September 2005
Enterprise Knowledge Systems March 1999 - March 2002
Skills
Project Management, Requirements Gathering, Information Technology, Enterprise Software, Cross-functional Team..., Requirements Analysis, Visio, Project Delivery, Business Process..., MS Project, Project Planning, Scrum, Leadership, Program Management, Software Project..., SharePoint, Software Development, SDLC, Change Management, Vendor Management, Software Engineering, Customer Service, Requirements Management, Compliance, Agile Methodologies, Quality Assurance, Management, SQL, Databases, Integration, Management Consulting, Strategy, Microsoft Office, Business Analysis, Manage Client..., Facilitator, Microsoft Excel, CRM, Team Leader, Internal Communications, New Business Development, PowerPoint, HTML, RDBMS, Kaizen, Knowledge Management, Technical Writing, cGMP
Education
Boston University 2009 — 2010
Project Management
Babson College
Certificate
Matt O'Connel's Fidelity Investments Experience December 2002 - 2004
Job Stockbroker financial planner at Commonwealth Financial Network
Industry
Experience
Commonwealth Financial Network 2004 - Present
Fidelity Investments December 2002 - 2004
American Express Financial Advisors January 2001 - August 2001
Education
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2001
bachelors degree business administration, Business Administration and Management, General
Babson College 1996 — 1998
Bachelor of Business Administration (B.B.A.), business finance
Commonwealth Financial Network 2004 - Present
Fidelity Investments December 2002 - 2004
American Express Financial Advisors January 2001 - August 2001
Education
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2001
bachelors degree business administration, Business Administration and Management, General
Babson College 1996 — 1998
Bachelor of Business Administration (B.B.A.), business finance
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank