Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Kevin W. Corbett Kevin W. Corbett's Fidelity Investments Experience December 1995 - February 2001
Job Senior Vice President of Wealth Management at Mariner Wealth Advisors
Industry Financial Services
Experience
Mariner Wealth Advisors July 2014 - Present
Fidelity Institutional Wealth Services April 2003 - July 2014
Bainco International Investors February 2001 - April 2003
Fidelity Investments December 1995 - February 2001
Skills
Series 7, Investments, Financial Services, Fixed Income, Relationship Management, Series 63, Awesomeness, Equities, Financial Advisory, Wealth Management, Strategy, Mutual Funds, Business Planning, Asset Allocation, Alternative Investments, Series 6, Finance, FINRA
Education
Isenberg School of Management, UMass Amherst 1991 — 1996
BBA, Marketing
Mariner Wealth Advisors July 2014 - Present
Fidelity Institutional Wealth Services April 2003 - July 2014
Bainco International Investors February 2001 - April 2003
Fidelity Investments December 1995 - February 2001
Skills
Series 7, Investments, Financial Services, Fixed Income, Relationship Management, Series 63, Awesomeness, Equities, Financial Advisory, Wealth Management, Strategy, Mutual Funds, Business Planning, Asset Allocation, Alternative Investments, Series 6, Finance, FINRA
Education
Isenberg School of Management, UMass Amherst 1991 — 1996
BBA, Marketing
Jose Eduardo Cruz Roman Jose Eduardo Cruz Roman's Fidelity Investments Experience April 2005 - October 2009
Job Senior Vice President of Investments
Industry Financial Services
Experience
Self-employed September 2012 - Present
Fidelity Investments April 2005 - October 2009
Fidelity Investments June 2004 - March 2005
Education
University of Massachusetts at Amherst - Isenberg School of Management 1999 — 2003
Lawrence High School
Self-employed September 2012 - Present
Fidelity Investments April 2005 - October 2009
Fidelity Investments June 2004 - March 2005
Education
University of Massachusetts at Amherst - Isenberg School of Management 1999 — 2003
Lawrence High School
Chris Ricci Chris Ricci's Fidelity Investments Experience July 2015 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments June 2014 - June 2015
Fidelity Investments October 2013 - May 2014
Fidelity Investments August 2013 - October 2013
Fidelity Investments February 2013 - July 2013
Westminster College September 2009 - January 2013
Chris Ricci Creative June 2006 - September 2009
YouthFX March 2008 - September 2008
Skills
Financial Analysis, Business Analysis, Due Diligence, Team Management, Presentations, Teaching, Digital Media, Multimedia Project..., Creative Services, Video Production, Photography, Creative Content, Entrepreneurship
Education
Westminster College 2010 — 2012
MBATM, Technology Management, Entrepreneurship
Ithaca College 2002 — 2006
BS, Cinema & Photography
Fidelity Investments July 2015 - Present
Fidelity Investments June 2014 - June 2015
Fidelity Investments October 2013 - May 2014
Fidelity Investments August 2013 - October 2013
Fidelity Investments February 2013 - July 2013
Westminster College September 2009 - January 2013
Chris Ricci Creative June 2006 - September 2009
YouthFX March 2008 - September 2008
Skills
Financial Analysis, Business Analysis, Due Diligence, Team Management, Presentations, Teaching, Digital Media, Multimedia Project..., Creative Services, Video Production, Photography, Creative Content, Entrepreneurship
Education
Westminster College 2010 — 2012
MBATM, Technology Management, Entrepreneurship
Ithaca College 2002 — 2006
BS, Cinema & Photography
Ted Morton Ted Morton's Fidelity Investments Experience June 2007 - July 2008
Job Fair Value Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management February 2014 - Present
Wellington Management August 2008 - January 2014
Fidelity Investments June 2007 - July 2008
Merrill Lynch Investment Managers June 2006 - September 2006
Skills
Fixed Income, Equities, Bonds, Investments, Bloomberg, Valuation, International Business, Bloomberg Terminal, Equity Research, Private Equity, Financial Modeling, Asset Managment, Derivatives, OTC, Factset, Microsoft Excel, Hedge Funds, Capital IQ, SNL, Alternative Investments, Investment Management, Mutual Funds, Venture Capital
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
BBA, Finance
Wellington Management February 2014 - Present
Wellington Management August 2008 - January 2014
Fidelity Investments June 2007 - July 2008
Merrill Lynch Investment Managers June 2006 - September 2006
Skills
Fixed Income, Equities, Bonds, Investments, Bloomberg, Valuation, International Business, Bloomberg Terminal, Equity Research, Private Equity, Financial Modeling, Asset Managment, Derivatives, OTC, Factset, Microsoft Excel, Hedge Funds, Capital IQ, SNL, Alternative Investments, Investment Management, Mutual Funds, Venture Capital
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
BBA, Finance
Joshua Casper, CFP® Joshua Casper, CFP®'s Fidelity Investments Experience June 2015 - Present
Job Wealth Management Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
USAA October 2014 - May 2015
Fidelity Investments February 2006 - October 2014
Fidelity Investments January 2005 - February 2006
Fidelity Investments October 1999 - January 2005
Education
Isenberg School of Management, UMass Amherst 1994 — 1998
Bachelor's degree, Sport Management
Fidelity Investments June 2015 - Present
USAA October 2014 - May 2015
Fidelity Investments February 2006 - October 2014
Fidelity Investments January 2005 - February 2006
Fidelity Investments October 1999 - January 2005
Education
Isenberg School of Management, UMass Amherst 1994 — 1998
Bachelor's degree, Sport Management
Erica Bulis's Fidelity Investments Experience August 2014 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Ocean Properties October 2013 - August 2014
Marriott International January 2012 - October 2013
Oceans Properties May 2011 - February 2012
CVS Pharmacy June 2005 - May 2011
Boston Harbor Hotel May 2010 - September 2010
Rowes Wharf Sea Grille at the Boston Harbor Hotel May 2009 - September 2009
Stoneforge Foxboro Summer of 2008 May 2008 - September 2008
Skills
Food & Beverage, Restaurants, Customer Service, Sales, Management, Hospitality, Wine, Hospitality Management, Micros, Microsoft Office, Event Planning, Microsoft Excel
Education
Isenberg School of Management, UMass Amherst 2007 — 2011
BS, Hospitality and Tourism Management
Fidelity Investments August 2014 - Present
Ocean Properties October 2013 - August 2014
Marriott International January 2012 - October 2013
Oceans Properties May 2011 - February 2012
CVS Pharmacy June 2005 - May 2011
Boston Harbor Hotel May 2010 - September 2010
Rowes Wharf Sea Grille at the Boston Harbor Hotel May 2009 - September 2009
Stoneforge Foxboro Summer of 2008 May 2008 - September 2008
Skills
Food & Beverage, Restaurants, Customer Service, Sales, Management, Hospitality, Wine, Hospitality Management, Micros, Microsoft Office, Event Planning, Microsoft Excel
Education
Isenberg School of Management, UMass Amherst 2007 — 2011
BS, Hospitality and Tourism Management
Steven Perlmutter Steven Perlmutter's Fidelity Investments Experience March 2012 - December 2013
Job Vice President, Senior Marketing Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance September 2015 - Present
F-Squared Investments January 2014 - August 2015
Fidelity Investments March 2012 - December 2013
Bank of America December 2010 - February 2012
Fidelity Charitable Services June 2007 - January 2010
Fidelity Investments December 2004 - June 2007
Fidelity Brokerage Company September 2003 - November 2004
Fidelity Investments August 2000 - January 2003
Fidelity Customer Marketing and Development January 1998 - August 2000
Skills
Investments, Mutual Funds, Strategy, CRM, Financial Services, Alternative Investments, Fixed Income, Asset Allocation, Leadership, Banking, Asset Management, Portfolio Management, Series 7, Management, Equities, Securities, Product Management, Series 63, Wealth Management, Marketing
Education
Isenberg School of Management, UMass Amherst 1987 — 1991
BBA, Finance
University of Massachusetts
Bachelor, Business Administration
Eaton Vance September 2015 - Present
F-Squared Investments January 2014 - August 2015
Fidelity Investments March 2012 - December 2013
Bank of America December 2010 - February 2012
Fidelity Charitable Services June 2007 - January 2010
Fidelity Investments December 2004 - June 2007
Fidelity Brokerage Company September 2003 - November 2004
Fidelity Investments August 2000 - January 2003
Fidelity Customer Marketing and Development January 1998 - August 2000
Skills
Investments, Mutual Funds, Strategy, CRM, Financial Services, Alternative Investments, Fixed Income, Asset Allocation, Leadership, Banking, Asset Management, Portfolio Management, Series 7, Management, Equities, Securities, Product Management, Series 63, Wealth Management, Marketing
Education
Isenberg School of Management, UMass Amherst 1987 — 1991
BBA, Finance
University of Massachusetts
Bachelor, Business Administration
Jennifer Janes Jennifer Janes's Fidelity Investments Experience June 2000 - September 2001
Job
Industry Financial Services
Experience
BGC Partners May 2015 - Present
Tradition May 2014 - April 2015
Bonds.com May 2013 - April 2014
Vyapar Capital Markets March 2006 - April 2013
Vyapar Capital Market Partners March 2006 - March 2008
Tullett Liberty March 2005 - March 2006
JPMorgan Chase March 2004 - March 2005
New York Life Investment Management September 2001 - March 2004
New York Life Insurance Company September 2001 - December 2001
Fidelity Investments June 2000 - September 2001
Skills
Bloomberg, Equities, Investments, Risk Management, Credit, Finance, Microsoft Office, Sales, Pricing, Customer Service, Funding, Fixed Income, Credit Derivatives, Derivatives
Education
University of Massachusetts at Amherst - Isenberg School of Management 1996 — 2000
Bachelor of Business Administration (BBA)
BGC Partners May 2015 - Present
Tradition May 2014 - April 2015
Bonds.com May 2013 - April 2014
Vyapar Capital Markets March 2006 - April 2013
Vyapar Capital Market Partners March 2006 - March 2008
Tullett Liberty March 2005 - March 2006
JPMorgan Chase March 2004 - March 2005
New York Life Investment Management September 2001 - March 2004
New York Life Insurance Company September 2001 - December 2001
Fidelity Investments June 2000 - September 2001
Skills
Bloomberg, Equities, Investments, Risk Management, Credit, Finance, Microsoft Office, Sales, Pricing, Customer Service, Funding, Fixed Income, Credit Derivatives, Derivatives
Education
University of Massachusetts at Amherst - Isenberg School of Management 1996 — 2000
Bachelor of Business Administration (BBA)
Erin Benthal Erin Benthal's Fidelity Investments Experience June 2006 - August 2006
Job Disability Benefits Specialist in Short Term Disability at Unum
Industry Insurance
Experience
Unum January 2014 - Present
Atlantic Charter September 2008 - January 2014
Omgeo, LLC June 2007 - August 2007
Fidelity Investments June 2006 - August 2006
Education
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
Bachelor of Business Administration, Management
Unum January 2014 - Present
Atlantic Charter September 2008 - January 2014
Omgeo, LLC June 2007 - August 2007
Fidelity Investments June 2006 - August 2006
Education
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
Bachelor of Business Administration, Management
Briana Duquette Briana Duquette's Fidelity Investments Experience June 2010 - January 2012
Job Event Coordinator at Vermont Tent Company
Industry Events Services
Experience
Vermont Tent Company January 2015 - Present
Vermont Vows & WellWed Magazine September 2012 - January 2015
Ithaca College Conference and Event Services December 2009 - May 2012
Ithaca College Class Cabinet October 2010 - April 2012
Fidelity Investments June 2010 - January 2012
Ithaca College National Conference for Undergraduate Research February 2010 - April 2011
Skills
Event Management, Event Planning, Project Management, Social Media Marketing, Blogging, MailChimp, Customer Service, Pinterest, Microsoft Office, Adobe InDesign, Adobe Photoshop, Intermediate HTML, Microsoft FrontPage, Microsoft Access, Adobe Dreamweaver, Brainshark..., R25 Database Software, SharePoint Database..., Advertising, Corporate Communications, Facebook, InDesign, Marketing, Public Relations, Social Media, Photoshop, FrontPage
Education
Ithaca College 2008 — 2012
Bachelor of Science, Communication Management and Design, Business Administration
Vermont Tent Company January 2015 - Present
Vermont Vows & WellWed Magazine September 2012 - January 2015
Ithaca College Conference and Event Services December 2009 - May 2012
Ithaca College Class Cabinet October 2010 - April 2012
Fidelity Investments June 2010 - January 2012
Ithaca College National Conference for Undergraduate Research February 2010 - April 2011
Skills
Event Management, Event Planning, Project Management, Social Media Marketing, Blogging, MailChimp, Customer Service, Pinterest, Microsoft Office, Adobe InDesign, Adobe Photoshop, Intermediate HTML, Microsoft FrontPage, Microsoft Access, Adobe Dreamweaver, Brainshark..., R25 Database Software, SharePoint Database..., Advertising, Corporate Communications, Facebook, InDesign, Marketing, Public Relations, Social Media, Photoshop, FrontPage
Education
Ithaca College 2008 — 2012
Bachelor of Science, Communication Management and Design, Business Administration
Dan Lipton Dan Lipton's Fidelity Investments Experience May 2005 - August 2005
Job Tax Senior Manager at Ernst & Young
Industry Accounting
Experience
Ernst & Young 2006 - Present
Fidelity Investments May 2005 - August 2005
Hale and Dorr Legal Services Center 2004 - 2005
Kforce 2001 - 2003
KPMG 1999 - 2001
Skills
Tax Law, Corporate Tax, Tax Advisory, Tax Accounting, SALT, Big 4, Sales Tax
Education
Suffolk University Law School 2003 — 2006
JD, Law
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
Sharon High School 1991 — 1995
Ernst & Young 2006 - Present
Fidelity Investments May 2005 - August 2005
Hale and Dorr Legal Services Center 2004 - 2005
Kforce 2001 - 2003
KPMG 1999 - 2001
Skills
Tax Law, Corporate Tax, Tax Advisory, Tax Accounting, SALT, Big 4, Sales Tax
Education
Suffolk University Law School 2003 — 2006
JD, Law
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
Sharon High School 1991 — 1995
Jennifer Grenter Jennifer Grenter's Fidelity Investments Experience January 2007 - September 2007
Job Contract Account Specialist at Johnson & Johnson
Industry Medical Devices
Experience
Johnson & Johnson September 2014 - Present
Johnson & Johnson February 2013 - September 2014
General Dynamics C4 Systems April 2009 - February 2013
RLI June 2008 - April 2009
Fidelity Investments January 2007 - September 2007
General Dynamics C4 Systems May 2005 - August 2006
Skills
Process Improvement, Customer Service, Microsoft Office, Account Management, Cross-functional Team..., DoD, Salesforce.com, Microsoft Excel, Supply Chain, Program Management, Supply Chain Management, Strategic Sourcing, Logistics, Contract Negotiation, Management, Solution Selling
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2014
MBA
University of Rhode Island 2004 — 2007
B.S. Business Administration
Johnson & Johnson September 2014 - Present
Johnson & Johnson February 2013 - September 2014
General Dynamics C4 Systems April 2009 - February 2013
RLI June 2008 - April 2009
Fidelity Investments January 2007 - September 2007
General Dynamics C4 Systems May 2005 - August 2006
Skills
Process Improvement, Customer Service, Microsoft Office, Account Management, Cross-functional Team..., DoD, Salesforce.com, Microsoft Excel, Supply Chain, Program Management, Supply Chain Management, Strategic Sourcing, Logistics, Contract Negotiation, Management, Solution Selling
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2014
MBA
University of Rhode Island 2004 — 2007
B.S. Business Administration
Jason Costello Jason Costello's Fidelity Investments Experience January 2011 - June 2014
Job Sr. Project Manager
Industry Marketing and Advertising
Experience
Fidelity Investments January 2011 - June 2014
PARTNERS+simons January 2011 - December 2011
Studiocom August 2010 - January 2011
Digitas January 2007 - May 2010
Digitas January 2007 - April 2010
Mullen Advertising November 2004 - December 2006
Performix Technologies March 2001 - March 2004
iXL September 1998 - February 1999
Richmond.com March 1998 - January 1999
Boston.com June 1997 - June 1998
Skills
Advertising, Online Advertising, Digital Strategy, Integrated Marketing, Digital Marketing, Email Marketing, Management, Marketing, CRM, Interactive Marketing
Education
Ithaca College 1995 — 1997
Masters in Corporate Comm
Isenberg School of Management, UMass Amherst 1989 — 1993
Bachelor, Business Administration; Marketing
University of Massachusetts, Amherst 1989 — 1993
Marketing
Fidelity Investments January 2011 - June 2014
PARTNERS+simons January 2011 - December 2011
Studiocom August 2010 - January 2011
Digitas January 2007 - May 2010
Digitas January 2007 - April 2010
Mullen Advertising November 2004 - December 2006
Performix Technologies March 2001 - March 2004
iXL September 1998 - February 1999
Richmond.com March 1998 - January 1999
Boston.com June 1997 - June 1998
Skills
Advertising, Online Advertising, Digital Strategy, Integrated Marketing, Digital Marketing, Email Marketing, Management, Marketing, CRM, Interactive Marketing
Education
Ithaca College 1995 — 1997
Masters in Corporate Comm
Isenberg School of Management, UMass Amherst 1989 — 1993
Bachelor, Business Administration; Marketing
University of Massachusetts, Amherst 1989 — 1993
Marketing
Jeremiah Garrett-Levine's Fidelity Investments Experience October 2014 - Present
Job Project Manager at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments October 2014 - Present
AutoRaptor CRM June 2014 - August 2014
Andera February 2011 - November 2013
LeadDog Marketing Group May 2010 - August 2010
Sports Identity, Inc. 2007 - 2008
Skills
Microsoft Office, PowerPoint, Event Planning, Salesforce.com, Project Management, Microsoft Excel, Software Development, Organized Multi-tasker, SaaS, Agile Methodologies, Program Management, Marketing, Fundraising
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
Bachelor of Science (B.S.), Sports Management
Fidelity Investments October 2014 - Present
AutoRaptor CRM June 2014 - August 2014
Andera February 2011 - November 2013
LeadDog Marketing Group May 2010 - August 2010
Sports Identity, Inc. 2007 - 2008
Skills
Microsoft Office, PowerPoint, Event Planning, Salesforce.com, Project Management, Microsoft Excel, Software Development, Organized Multi-tasker, SaaS, Agile Methodologies, Program Management, Marketing, Fundraising
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
Bachelor of Science (B.S.), Sports Management
Shaun McHugh Shaun McHugh's Fidelity Investments Experience December 2012 - Present
Job Senior Vice President, Client Services Leader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Fidelity Investments November 2006 - November 2012
Fidelity Investments March 2006 - October 2006
Fidelity Investments March 2003 - March 2006
Fidelity Investments September 2002 - March 2003
Fidelity Investments February 2001 - September 2002
Fidelity Investments February 2000 - February 2001
Fidelity Investments March 1998 - February 2000
Mark Lawrence Photographers September 1993 - March 1998
Vail Resorts Management Company September 1990 - September 1993
Skills
Leadership, CRM, Vendor Management, Management, Training, Start-ups, Risk Management, Strategic Planning, Six Sigma, Business Process, Marketing, Integration, Leadership Development, Budgets, Team Management, Business Analysis, Business Process..., Call Centers, Change Management, Coaching, Cross-functional Team..., Customer Experience, Customer Satisfaction, Customer Service, Employee Benefits, Financial Services, Integrated Marketing, Mergers, Mergers, New Business Development, Operations Management, Outsourcing, Process Improvement, Program Management, Quality Assurance, Relationship Management, Retail, Sales, Service Delivery, Strategy
Education
University of New Hampshire - Whittemore School of Business and Economics 1983 — 1987
B.S. Administration
Babson College School of Executive Education
University of Massachusetts at Amherst - Isenberg School of Management
Business Administration
Series 7, 24, 63 FINRA Licenses
Fidelity Investments December 2012 - Present
Fidelity Investments November 2006 - November 2012
Fidelity Investments March 2006 - October 2006
Fidelity Investments March 2003 - March 2006
Fidelity Investments September 2002 - March 2003
Fidelity Investments February 2001 - September 2002
Fidelity Investments February 2000 - February 2001
Fidelity Investments March 1998 - February 2000
Mark Lawrence Photographers September 1993 - March 1998
Vail Resorts Management Company September 1990 - September 1993
Skills
Leadership, CRM, Vendor Management, Management, Training, Start-ups, Risk Management, Strategic Planning, Six Sigma, Business Process, Marketing, Integration, Leadership Development, Budgets, Team Management, Business Analysis, Business Process..., Call Centers, Change Management, Coaching, Cross-functional Team..., Customer Experience, Customer Satisfaction, Customer Service, Employee Benefits, Financial Services, Integrated Marketing, Mergers, Mergers, New Business Development, Operations Management, Outsourcing, Process Improvement, Program Management, Quality Assurance, Relationship Management, Retail, Sales, Service Delivery, Strategy
Education
University of New Hampshire - Whittemore School of Business and Economics 1983 — 1987
B.S. Administration
Babson College School of Executive Education
University of Massachusetts at Amherst - Isenberg School of Management
Business Administration
Series 7, 24, 63 FINRA Licenses
Tom Skiba Tom Skiba's Fidelity Investments Experience July 2006 - September 2013
Job Executive Vice President Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2006 - September 2013
Accenture 1990 - 2006
Education
Isenberg School of Management, UMass Amherst 1986 — 1990
BBA, Business with a Finance Concentration
Fidelity Investments July 2006 - September 2013
Accenture 1990 - 2006
Education
Isenberg School of Management, UMass Amherst 1986 — 1990
BBA, Business with a Finance Concentration
Kathryn Dinsdale Kathryn Dinsdale's Fidelity Investments Experience November 2011 - Present
Job Tax Analyst at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments November 2011 - Present
Deloitte November 2009 - October 2011
University of Massachussetts August 2007 - May 2009
Greeno November 2008 - April 2009
Fobro Inc. June 2007 - August 2007
Skills
Finance, Payroll, Customer Service, Tax, Human Resources, Management, Financial Reporting, Access, Accounting, Auditing, Financial Analysis, Leadership, US GAAP
Education
Commonwealth College 2005 — 2009
Departmental Honors, Finance & Operations Management
Isenberg School of Management, UMass Amherst 2005 — 2009
BBA, Finance and Operations Management, Spanish Minor
Isenberg School of Management, UMass Amherst 2005 — 2009
B.B.A. Eugene M. Isenberg School, Management
The University of Massachusetts
Fidelity Investments November 2011 - Present
Deloitte November 2009 - October 2011
University of Massachussetts August 2007 - May 2009
Greeno November 2008 - April 2009
Fobro Inc. June 2007 - August 2007
Skills
Finance, Payroll, Customer Service, Tax, Human Resources, Management, Financial Reporting, Access, Accounting, Auditing, Financial Analysis, Leadership, US GAAP
Education
Commonwealth College 2005 — 2009
Departmental Honors, Finance & Operations Management
Isenberg School of Management, UMass Amherst 2005 — 2009
BBA, Finance and Operations Management, Spanish Minor
Isenberg School of Management, UMass Amherst 2005 — 2009
B.B.A. Eugene M. Isenberg School, Management
The University of Massachusetts
Joshua Ledin Joshua Ledin's Fidelity Investments Experience March 2015 - Present
Job Benefits Consulting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Lack & Cogan Attorneys at Law February 2014 - July 2014
InterSystems June 2012 - September 2013
Skills
Corporate Finance, Microsoft Excel, Financial Reporting, Business Intelligence, Financial Analysis, Team Leadership, Microsoft Office, Trusting Relationships, SaaS, Corporate Performance..., Accounts Payable, Road Warrior, Competitive Analysis, Teamwork, Public Speaking, Social Media, Microsoft Word, PowerPoint, Leadership, Social Networking, Time Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Fidelity Investments March 2015 - Present
Lack & Cogan Attorneys at Law February 2014 - July 2014
InterSystems June 2012 - September 2013
Skills
Corporate Finance, Microsoft Excel, Financial Reporting, Business Intelligence, Financial Analysis, Team Leadership, Microsoft Office, Trusting Relationships, SaaS, Corporate Performance..., Accounts Payable, Road Warrior, Competitive Analysis, Teamwork, Public Speaking, Social Media, Microsoft Word, PowerPoint, Leadership, Social Networking, Time Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Jeremy Quill's Fidelity Investments Experience September 2015 - Present
Job Fund Accounting Analyst II
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Ecological Fibers July 2014 - August 2015
Chatham Bars Inn June 2011 - September 2013
Ecological Fibers Inc. December 2012 - June 2013
UMass Amherst Annual Fund January 2012 - May 2012
Wequassett Inn June 2010 - September 2010
Quill Brothers Property Management June 2008 - September 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, HTML, Social Media, Cold Calling, Bartending, Food Preparation, Coaching, Public Speaking, Customer Service, Teamwork, Marketing Strategy, Negotiation, Social Networking, Project Planning, Project Management, Personal Finance, Leadership, Friendly Personality
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor’s Degree, Finance, General
University of Wollongong 2014 — 2014
Bachelor's Degree, Business/Commerce, General
Fidelity Investments September 2015 - Present
Ecological Fibers July 2014 - August 2015
Chatham Bars Inn June 2011 - September 2013
Ecological Fibers Inc. December 2012 - June 2013
UMass Amherst Annual Fund January 2012 - May 2012
Wequassett Inn June 2010 - September 2010
Quill Brothers Property Management June 2008 - September 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, HTML, Social Media, Cold Calling, Bartending, Food Preparation, Coaching, Public Speaking, Customer Service, Teamwork, Marketing Strategy, Negotiation, Social Networking, Project Planning, Project Management, Personal Finance, Leadership, Friendly Personality
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor’s Degree, Finance, General
University of Wollongong 2014 — 2014
Bachelor's Degree, Business/Commerce, General
Sonia Barron Sonia Barron's Fidelity Investments Experience 2006 - 2007
Job Supervisor Hedge Fund Accountant at Kaufman Rossin Fund Services
Industry Financial Services
Experience
Kaufman Rossin Fund Services March 2008 - Present
Fidelity Investments 2006 - 2007
Fidelity Investments 2005 - 2006
Skills
Auditing, Account Reconciliation, Mutual Funds, Process Improvement, Hedge Funds, Finance
Education
Isenberg School of Management, UMass Amherst 2001 — 2005
Bachelor of Science, Investment & Corporate Finance
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (B.S.), Finance and Economics
Kaufman Rossin Fund Services March 2008 - Present
Fidelity Investments 2006 - 2007
Fidelity Investments 2005 - 2006
Skills
Auditing, Account Reconciliation, Mutual Funds, Process Improvement, Hedge Funds, Finance
Education
Isenberg School of Management, UMass Amherst 2001 — 2005
Bachelor of Science, Investment & Corporate Finance
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (B.S.), Finance and Economics
Edmond LeBlanc Edmond LeBlanc's Fidelity Investments Experience July 2013 - Present
Job Brokerage Operations Representative at Fidelity Investments
Industry Higher Education
Experience
Fidelity Investments July 2013 - Present
LeBlanc Tax Services September 2014 - Present
University of Massachusetts Amherst September 2011 - May 2013
Stride Rite May 2007 - October 2007
Skills
Organizing, Excel Services, Corporate Communications, Corporate Finance, Finance, Investments, Risk Management, Microsoft Office, Creative Writing, Public Speaking, Social Media, PowerPoint, Photoshop, Social Networking, Microsoft Excel, Microsoft Word, Salesforce.com, Time Management, Leadership, Brokerage, Market Research
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2013
BS, Finance, Senior
Middlesex Community College 2008 — 2011
Associate, Business Administration
Fidelity Investments July 2013 - Present
LeBlanc Tax Services September 2014 - Present
University of Massachusetts Amherst September 2011 - May 2013
Stride Rite May 2007 - October 2007
Skills
Organizing, Excel Services, Corporate Communications, Corporate Finance, Finance, Investments, Risk Management, Microsoft Office, Creative Writing, Public Speaking, Social Media, PowerPoint, Photoshop, Social Networking, Microsoft Excel, Microsoft Word, Salesforce.com, Time Management, Leadership, Brokerage, Market Research
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2013
BS, Finance, Senior
Middlesex Community College 2008 — 2011
Associate, Business Administration
Deborah Deskavich Deborah Deskavich's Fidelity Investments Experience March 1989 - August 2003
Job Chief Operating Officer, Chief Financial Officer at FSquared Investments
Industry Investment Management
Experience
F-Squared Investments May 2009 - Present
Lightlife Foods May 2004 - May 2009
Fidelity Investments March 1989 - August 2003
Education
University of Massachusetts at Amherst - Isenberg School of Management
Master of Business Administration (MBA), Finance
University of Massachusetts, Amherst
BS, Economics
F-Squared Investments May 2009 - Present
Lightlife Foods May 2004 - May 2009
Fidelity Investments March 1989 - August 2003
Education
University of Massachusetts at Amherst - Isenberg School of Management
Master of Business Administration (MBA), Finance
University of Massachusetts, Amherst
BS, Economics
Ellie Bullitt Ellie Bullitt's Fidelity Investments Experience July 2015 - Present
Job Ellie Bullitt
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Nicole Miller December 2014 - April 2015
UMass Athletics September 2014 - January 2015
UMass Athletics September 2014 - September 2014
Gilt.com June 2014 - August 2014
Anthropologie June 2013 - January 2014
Chargers Lacrosse Club June 2013 - August 2013
Chelsea Piers July 2012 - August 2012
Skills
Teamwork, Social Media, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Marketing Strategy, Social Media Marketing, Psychology, Financial Economics, Time Management
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
University of Massachusetts, Amherst 2011 — 2015
Bachelor's degree, Marketing, double minor in Economics and Psychology
Darien High School 2009 — 2011
Fidelity Investments July 2015 - Present
Nicole Miller December 2014 - April 2015
UMass Athletics September 2014 - January 2015
UMass Athletics September 2014 - September 2014
Gilt.com June 2014 - August 2014
Anthropologie June 2013 - January 2014
Chargers Lacrosse Club June 2013 - August 2013
Chelsea Piers July 2012 - August 2012
Skills
Teamwork, Social Media, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Marketing Strategy, Social Media Marketing, Psychology, Financial Economics, Time Management
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
University of Massachusetts, Amherst 2011 — 2015
Bachelor's degree, Marketing, double minor in Economics and Psychology
Darien High School 2009 — 2011
Jordan Kohn Jordan Kohn's Fidelity Investments Experience June 2012 - August 2012
Job Associate Analyst at Wells Fargo Securities, LLC
Industry Financial Services
Experience
Wells Fargo Securities, LLC August 2014 - Present
Minutemen Equity Fund January 2012 - May 2014
ISM Capital LLP September 2013 - December 2013
Eaton Vance Management June 2013 - August 2013
Principle Profits Asset Management January 2013 - May 2013
UMass Amherst Investment Club May 2012 - May 2013
Fidelity Investments June 2012 - August 2012
Skills
Bloomberg Terminal, Microsoft Office, Excel, Word, Access, PowerPoint, Outlook, Economics, Data Analysis, Human Resources, Equities, Statistics, Bloomberg, Analysis, Research, Financial Analysis, Valuation, Customer Service, Equity Research, Microsoft Excel, Management, Investments, Equity Valuation, Business Strategy, Microsoft Word
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor's Degree, Major: Finance (Financial Analysis concentration), Minor: Economics
Sharon High School
High School
Wells Fargo Securities, LLC August 2014 - Present
Minutemen Equity Fund January 2012 - May 2014
ISM Capital LLP September 2013 - December 2013
Eaton Vance Management June 2013 - August 2013
Principle Profits Asset Management January 2013 - May 2013
UMass Amherst Investment Club May 2012 - May 2013
Fidelity Investments June 2012 - August 2012
Skills
Bloomberg Terminal, Microsoft Office, Excel, Word, Access, PowerPoint, Outlook, Economics, Data Analysis, Human Resources, Equities, Statistics, Bloomberg, Analysis, Research, Financial Analysis, Valuation, Customer Service, Equity Research, Microsoft Excel, Management, Investments, Equity Valuation, Business Strategy, Microsoft Word
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor's Degree, Major: Finance (Financial Analysis concentration), Minor: Economics
Sharon High School
High School
hailey sarkissian's Fidelity Investments Experience October 2012 - Present
Job Accounting Manager
Industry Accounting
Experience
Fidelity Investments October 2012 - Present
Fidelity Investments August 2011 - November 2012
Creative Financial Staffing (CFS) January 2011 - August 2011
Bank Rhode Island May 2010 - January 2011
Ernst & Young September 2006 - April 2010
Education
Isenberg School of Management, UMass Amherst 2006 — 2007
Masters, Accounting
Isenberg School of Management, UMass Amherst 2002 — 2006
Bachelors in business administration, accounting
Fidelity Investments October 2012 - Present
Fidelity Investments August 2011 - November 2012
Creative Financial Staffing (CFS) January 2011 - August 2011
Bank Rhode Island May 2010 - January 2011
Ernst & Young September 2006 - April 2010
Education
Isenberg School of Management, UMass Amherst 2006 — 2007
Masters, Accounting
Isenberg School of Management, UMass Amherst 2002 — 2006
Bachelors in business administration, accounting
Libby Johnson Libby Johnson's Fidelity Investments Experience July 2015 - Present
Job Director, Strategic Business Initiatives at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments July 2013 - June 2015
Fidelity Investments January 2012 - July 2013
Fidelity Investments July 2010 - January 2012
University of Massachusetts Amherst - Isenberg School of Management September 2008 - May 2010
Fidelity Investments June 2009 - August 2009
Fidelity Investments June 2008 - August 2008
Fidelity Investments June 2007 - August 2007
Fidelity Investments June 2006 - August 2006
Fidelity Investments June 2005 - August 2005
Skills
Access, Management, Visio, Project Management, Training, Microsoft Office, Microsoft Excel, Databases, Data Analysis, MS Project, Marketing, PowerPoint, Enterprise Software, Strategic Planning, Outlook, Research, Time Management, Microsoft Word, Business Analysis, SDLC, Series 7
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2010
M.B.A, Business Administration and Management, General
Union College 2004 — 2008
B.S., Psychology
Brooks School 2000 — 2004
Diploma, Graduated with High Distinction in Math
Fidelity Investments July 2015 - Present
Fidelity Investments July 2013 - June 2015
Fidelity Investments January 2012 - July 2013
Fidelity Investments July 2010 - January 2012
University of Massachusetts Amherst - Isenberg School of Management September 2008 - May 2010
Fidelity Investments June 2009 - August 2009
Fidelity Investments June 2008 - August 2008
Fidelity Investments June 2007 - August 2007
Fidelity Investments June 2006 - August 2006
Fidelity Investments June 2005 - August 2005
Skills
Access, Management, Visio, Project Management, Training, Microsoft Office, Microsoft Excel, Databases, Data Analysis, MS Project, Marketing, PowerPoint, Enterprise Software, Strategic Planning, Outlook, Research, Time Management, Microsoft Word, Business Analysis, SDLC, Series 7
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2010
M.B.A, Business Administration and Management, General
Union College 2004 — 2008
B.S., Psychology
Brooks School 2000 — 2004
Diploma, Graduated with High Distinction in Math
Samuel Grant's Fidelity Investments Experience June 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Skills
Microsoft Office
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor’s Degree, Business Administration and Management, General
Fidelity Investments June 2014 - Present
Skills
Microsoft Office
Education
Isenberg School of Management, UMass Amherst 2010 — 2014
Bachelor’s Degree, Business Administration and Management, General
Darlene Keith, MBA Darlene Keith, MBA's Fidelity Investments Experience January 2005 - August 2006
Job Investor Relations at Wells Fargo Global Alternative Investments
Industry Financial Services
Experience
Wells Fargo November 2013 - Present
Commonwealth Mortgage August 2010 - September 2013
H&R Block October 2009 - July 2010
Fidelity Investments January 2005 - August 2006
Principal Profits September 2004 - December 2004
Skills
Mortgage Lending, Mutual Funds, Investments, Financial Services, Investment Properties, Refinance, Finance, Financial Analysis, Securities, Credit, Process Improvement, Sales, Management, Loans, Asset Management, MA and NH Loan Officer..., Asset Managment, Equities, Security Operations, Investment Research, Investor Relations
Education
University of Massachusells Lowell Graduate Studies 2012 — 2015
Master of Business Administration (MBA), IT Specialization, 3.7
University of Massachusetts at Amherst - Isenberg School of Management 2000 — 2004
BBA Finance, Isenberg School of Management, 3.34
The University of Queensland 2002 — 2002
Semester Abroad
Andover High 1996 — 2004
High School Diploma
Wells Fargo November 2013 - Present
Commonwealth Mortgage August 2010 - September 2013
H&R Block October 2009 - July 2010
Fidelity Investments January 2005 - August 2006
Principal Profits September 2004 - December 2004
Skills
Mortgage Lending, Mutual Funds, Investments, Financial Services, Investment Properties, Refinance, Finance, Financial Analysis, Securities, Credit, Process Improvement, Sales, Management, Loans, Asset Management, MA and NH Loan Officer..., Asset Managment, Equities, Security Operations, Investment Research, Investor Relations
Education
University of Massachusells Lowell Graduate Studies 2012 — 2015
Master of Business Administration (MBA), IT Specialization, 3.7
University of Massachusetts at Amherst - Isenberg School of Management 2000 — 2004
BBA Finance, Isenberg School of Management, 3.34
The University of Queensland 2002 — 2002
Semester Abroad
Andover High 1996 — 2004
High School Diploma
Joe Saracco, MBA's Fidelity Investments Experience April 2011 - October 2012
Job Protegent PTA Client Services/Relationship Manager
Industry Computer Software
Experience
SunGard Financial Systems May 2014 - Present
Pioneer Investments October 2012 - May 2014
Fidelity Investments April 2011 - October 2012
Fidelity Investments November 2009 - April 2011
Skills
Finance, Fixed Income, Entrepreneurship, Uniform Combined State..., Highly Ambitious, Customer Service, Sales, Selling, Mutual Funds, Series 6, Separately Managed..., Real Estate, Series 7, Series 63, Competitive, Software, Technical Support, Compliance Software, Management, Investments
Education
Boston University Questrom School of Business 2010 — 2013
Master of Business Administration (M.B.A.), Finance Concentration
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor of Business Administration (BBA), Corporate Finance and Investments
SunGard Financial Systems May 2014 - Present
Pioneer Investments October 2012 - May 2014
Fidelity Investments April 2011 - October 2012
Fidelity Investments November 2009 - April 2011
Skills
Finance, Fixed Income, Entrepreneurship, Uniform Combined State..., Highly Ambitious, Customer Service, Sales, Selling, Mutual Funds, Series 6, Separately Managed..., Real Estate, Series 7, Series 63, Competitive, Software, Technical Support, Compliance Software, Management, Investments
Education
Boston University Questrom School of Business 2010 — 2013
Master of Business Administration (M.B.A.), Finance Concentration
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelor of Business Administration (BBA), Corporate Finance and Investments
Sean MacKay's Fidelity Investments Experience May 2008 - Present
Job Senior Tax Manager
Industry Financial Services
Experience
Fidelity Investments May 2008 - Present
Columbia Management December 2006 - May 2008
Fidelity Investments January 2006 - December 2006
Sonic Software Corporation June 2000 - December 2005
Younology Incorporated December 1999 - April 2000
Skills
Fund Accounting, Tax, Financial Statements, Mutual Funds, Equities, Accounting, Bloomberg, Finance, Securities, Financial Services, Investments, Analysis, Account Reconciliation, Income Tax, Financial Analysis, Financial Reporting, Strategic Financial...
Education
Isenberg School of Management, UMass Amherst 2001 — 2006
Management, Business Administration
University of Massachusetts, Amherst 2001 — 2006
Management, Business Administration
Fidelity Investments May 2008 - Present
Columbia Management December 2006 - May 2008
Fidelity Investments January 2006 - December 2006
Sonic Software Corporation June 2000 - December 2005
Younology Incorporated December 1999 - April 2000
Skills
Fund Accounting, Tax, Financial Statements, Mutual Funds, Equities, Accounting, Bloomberg, Finance, Securities, Financial Services, Investments, Analysis, Account Reconciliation, Income Tax, Financial Analysis, Financial Reporting, Strategic Financial...
Education
Isenberg School of Management, UMass Amherst 2001 — 2006
Management, Business Administration
University of Massachusetts, Amherst 2001 — 2006
Management, Business Administration
Beverly Goodman's Fidelity Investments Experience September 2009 - September 2011
Job
Industry Writing and Editing
Experience
Barron's September 2011 - Present
Freelance 1998 - Present
Fidelity Investments September 2009 - September 2011
Media Bistro November 2008 - November 2009
Smart Money February 2004 - September 2009
TheStreet.com April 2002 - February 2004
Red Herring October 1999 - September 2001
Money Magazine December 1996 - October 1999
Skills
Editorial, Magazines, Journalism, Editing, Copy Editing, Publishing, New Media, Web Content, Storytelling, Content Management, Feature Articles, Television, Video Production, Taxations, SEO, Breaking News, Publications, Online Journalism, Content Development, News Writing, Content Strategy, Writing
Education
Ithaca College 1989 — 1993
B.S.
Barron's September 2011 - Present
Freelance 1998 - Present
Fidelity Investments September 2009 - September 2011
Media Bistro November 2008 - November 2009
Smart Money February 2004 - September 2009
TheStreet.com April 2002 - February 2004
Red Herring October 1999 - September 2001
Money Magazine December 1996 - October 1999
Skills
Editorial, Magazines, Journalism, Editing, Copy Editing, Publishing, New Media, Web Content, Storytelling, Content Management, Feature Articles, Television, Video Production, Taxations, SEO, Breaking News, Publications, Online Journalism, Content Development, News Writing, Content Strategy, Writing
Education
Ithaca College 1989 — 1993
B.S.
Hilda Wong-Doo's Fidelity Investments Experience 2007 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Fidelity Investments 2001 - 2007
Fidelity Investments Charitable Gift Fund 1997 - 2001
Fidelity Investments 1990 - 1997
Bank of New England 1987 - 1990
Education
Isenberg School of Management, UMass Amherst 1983 — 1987
Fidelity Investments 2007 - Present
Fidelity Investments 2001 - 2007
Fidelity Investments Charitable Gift Fund 1997 - 2001
Fidelity Investments 1990 - 1997
Bank of New England 1987 - 1990
Education
Isenberg School of Management, UMass Amherst 1983 — 1987
Joseph Minkos's Fidelity Investments Experience July 2007 - July 2011
Job Senior Business Analyst / Product Manager at Waste Management
Industry Information Technology and Services
Experience
Waste Management December 2014 - Present
TIAA-CREF July 2013 - Present
TJX July 2011 - May 2013
Fidelity Investments July 2007 - July 2011
Fidelity Investments March 2002 - July 2007
Veritude May 2001 - January 2002
American Management Systems (AMS) January 1996 - March 2001
Skills
Business Analysis, Requirements Gathering, Project Management, Systems Analysis, Analysis, Management, Business Requirements, SDLC, Requirements Analysis, Software Project..., Vendor Management, Agile Methodologies, Visio, Coaching, Process Improvement, Oracle, SQL, Financial Services, Program Management, SharePoint, Business Process Design, XML, Software Development, Business Intelligence, Business Process
Education
Isenberg School of Management, UMass Amherst 1992 — 1996
BBA, Marketing
University of Massachusetts, Amherst 1992 — 1996
BBA, Marketing
Waste Management December 2014 - Present
TIAA-CREF July 2013 - Present
TJX July 2011 - May 2013
Fidelity Investments July 2007 - July 2011
Fidelity Investments March 2002 - July 2007
Veritude May 2001 - January 2002
American Management Systems (AMS) January 1996 - March 2001
Skills
Business Analysis, Requirements Gathering, Project Management, Systems Analysis, Analysis, Management, Business Requirements, SDLC, Requirements Analysis, Software Project..., Vendor Management, Agile Methodologies, Visio, Coaching, Process Improvement, Oracle, SQL, Financial Services, Program Management, SharePoint, Business Process Design, XML, Software Development, Business Intelligence, Business Process
Education
Isenberg School of Management, UMass Amherst 1992 — 1996
BBA, Marketing
University of Massachusetts, Amherst 1992 — 1996
BBA, Marketing
Kevin Grady's Fidelity Investments Experience October 1996 - January 1999
Job Director, Sales & Trading, ITG, Inc.
Industry Financial Services
Experience
ITG, Inc. August 2006 - Present
Oracle Corporation August 2004 - August 2006
Boston Stock Exchange (Moors & Cabot) January 1999 - August 2004
Fidelity Investments October 1996 - January 1999
Fechtor, Detwiler & Co. December 1993 - October 1996
Skills
Trading Systems, Electronic Trading, Trading, Quant, Equities, Trading Technology, Equity Trading, Capital Markets, Market Structure, Quantitative Finance, Quantitative Analysis, Financial Markets, Market Microstructure, Trading Strategies, Algorithms, Securities, Analytics, Market Making, Quantitative Analytics
Education
University of Massachusetts at Amherst - Isenberg School of Management 1989 — 1993
Accounting
ITG, Inc. August 2006 - Present
Oracle Corporation August 2004 - August 2006
Boston Stock Exchange (Moors & Cabot) January 1999 - August 2004
Fidelity Investments October 1996 - January 1999
Fechtor, Detwiler & Co. December 1993 - October 1996
Skills
Trading Systems, Electronic Trading, Trading, Quant, Equities, Trading Technology, Equity Trading, Capital Markets, Market Structure, Quantitative Finance, Quantitative Analysis, Financial Markets, Market Microstructure, Trading Strategies, Algorithms, Securities, Analytics, Market Making, Quantitative Analytics
Education
University of Massachusetts at Amherst - Isenberg School of Management 1989 — 1993
Accounting
Joe McCabe's Fidelity Investments Experience 1995 - 1999
Job Korn Ferry
Industry Staffing and Recruiting
Experience
CTPartners 2007 - 2014
Heidrick & Struggles 2001 - 2007
Fidelity Investments 1995 - 1999
Coca-Cola Enterprises 1993 - 1995
Skills
Talent Acquisition, Management, Mergers & Acquisitions, Talent Management, Recruiting, Business Development, Financial Services, Leadership, Employee Benefits, Succession Planning, Strategy, Executive Management, Asset Management, Deferred Compensation, Executive Coaching, Human Resources, Performance Management, Business Strategy, Employee Relations, Start-ups
Education
Suffolk University Law School 1991 — 1994
JD, Labor and Employment Law
University of Massachusetts at Amherst - Isenberg School of Management 1980 — 1982
MBA, Human Resources Management
Gannon University
BA
CTPartners 2007 - 2014
Heidrick & Struggles 2001 - 2007
Fidelity Investments 1995 - 1999
Coca-Cola Enterprises 1993 - 1995
Skills
Talent Acquisition, Management, Mergers & Acquisitions, Talent Management, Recruiting, Business Development, Financial Services, Leadership, Employee Benefits, Succession Planning, Strategy, Executive Management, Asset Management, Deferred Compensation, Executive Coaching, Human Resources, Performance Management, Business Strategy, Employee Relations, Start-ups
Education
Suffolk University Law School 1991 — 1994
JD, Labor and Employment Law
University of Massachusetts at Amherst - Isenberg School of Management 1980 — 1982
MBA, Human Resources Management
Gannon University
BA
Michelle Hayhurst's Fidelity Investments Experience May 2008 - Present
Job Senior Auditor at UHY, LLP
Industry Accounting
Experience
Fidelity Investments May 2008 - Present
UHY Advisors November 2003 - May 2008
UHY LLP 2003 - 2008
Education
Isenberg School of Management, UMass Amherst 1998 — 2001
Fidelity Investments May 2008 - Present
UHY Advisors November 2003 - May 2008
UHY LLP 2003 - 2008
Education
Isenberg School of Management, UMass Amherst 1998 — 2001
Styve Ogando's Fidelity Investments Experience June 1999 - October 2000
Job Senior Consultant at Deloitte
Industry Banking
Experience
Deloitte June 2012 - Present
Capital One April 2006 - May 2012
MMA Financial January 2004 - March 2006
State Street Bank October 2000 - October 2003
Fidelity Investments June 1999 - October 2000
Skills
Accounting, Risk Management, Finance, Financial Reporting, Analysis, Auditing, Financial Risk, Internal Audit, Portfolio Management, Management, Project Management, Analytics, Accounts Payable, Financial Statements, Securities, Leadership, Valuation
Education
Suffolk University - Sawyer Business School 2001 — 2003
MBA, International Business
University of Massachusetts, Amherst 1995 — 1999
BBA, Finance & Operations Management, Economics, Accounting
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance and Operations Managment
Deloitte June 2012 - Present
Capital One April 2006 - May 2012
MMA Financial January 2004 - March 2006
State Street Bank October 2000 - October 2003
Fidelity Investments June 1999 - October 2000
Skills
Accounting, Risk Management, Finance, Financial Reporting, Analysis, Auditing, Financial Risk, Internal Audit, Portfolio Management, Management, Project Management, Analytics, Accounts Payable, Financial Statements, Securities, Leadership, Valuation
Education
Suffolk University - Sawyer Business School 2001 — 2003
MBA, International Business
University of Massachusetts, Amherst 1995 — 1999
BBA, Finance & Operations Management, Economics, Accounting
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance and Operations Managment
Katie (Asci) Taylor's Fidelity Investments Experience November 2014 - Present
Job Director, Thought Leadership at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments February 2013 - November 2014
Fidelity Investments June 2011 - February 2013
Fidelity Investments February 2010 - June 2011
Fidelity Investments August 2005 - February 2010
Fidelity Investments October 2003 - August 2005
Fidelity Investments May 2002 - October 2003
Fidelity Investments November 2001 - May 2002
Fidelity Investments June 2000 - November 2001
Education
Isenberg School of Management, UMass Amherst 2001 — 2003
MBA
Isenberg School of Management, UMass Amherst 1996 — 2000
BBA, Finance
Fidelity Investments November 2014 - Present
Fidelity Investments February 2013 - November 2014
Fidelity Investments June 2011 - February 2013
Fidelity Investments February 2010 - June 2011
Fidelity Investments August 2005 - February 2010
Fidelity Investments October 2003 - August 2005
Fidelity Investments May 2002 - October 2003
Fidelity Investments November 2001 - May 2002
Fidelity Investments June 2000 - November 2001
Education
Isenberg School of Management, UMass Amherst 2001 — 2003
MBA
Isenberg School of Management, UMass Amherst 1996 — 2000
BBA, Finance
Ken Walsh, MBA, PMP, CBPMP, FLMI's Fidelity Investments Experience December 2004 - March 2010
Job Director, PMO at Lumenate
Industry Information Technology and Services
Experience
Lumenate November 2014 - Present
Lumenate June 2012 - November 2014
Staples June 2011 - June 2012
Mercer May 2010 - June 2011
Fidelity Investments December 2004 - March 2010
Sun Life Financial 2002 - 2004
Skills
Business Analysis, Insurance, Outsourcing, SDLC, Process Improvement, Vendor Management, Management, Business Intelligence, Enterprise Software, CRM, Consulting, Data Center, PMO, PMP, Project Management, Security, Software Project...
Education
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2007
Bachelor of Science (BS), MBA
University of Rhode Island 1998 — 2001
Bachelor of Science (BS), Business Administration and Management, General
North Kingstown High School 1991 — 1995
Lumenate November 2014 - Present
Lumenate June 2012 - November 2014
Staples June 2011 - June 2012
Mercer May 2010 - June 2011
Fidelity Investments December 2004 - March 2010
Sun Life Financial 2002 - 2004
Skills
Business Analysis, Insurance, Outsourcing, SDLC, Process Improvement, Vendor Management, Management, Business Intelligence, Enterprise Software, CRM, Consulting, Data Center, PMO, PMP, Project Management, Security, Software Project...
Education
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2007
Bachelor of Science (BS), MBA
University of Rhode Island 1998 — 2001
Bachelor of Science (BS), Business Administration and Management, General
North Kingstown High School 1991 — 1995
Spencer P. Tremblay, MSA's Fidelity Investments Experience April 2013 - April 2014
Job Accounting Manager at Bay Capital Investment Partners
Industry Accounting
Experience
Bay Capital Investment Partners January 2015 - Present
Fidelity Investments April 2013 - April 2014
Nautic Partners December 2007 - May 2013
Carlin, Charron & Rosen, LLP October 2006 - December 2007
KPMG June 2004 - October 2006
Skills
Accounting, Corporate Tax, Excel, Microsoft Office, Financial Accounting, Budgeting, Tax, GAAP, General Ledger, Word, Private Equity, Income Tax, Budgets, Tax Accounting, Microsoft Excel, Financial Reporting, Revenue Analysis, Revenue, Revenue Recognition, Intercompany..., Fund Accounting, Financial Analysis, Financial Statements, Tax Preparation, Tax Returns, Tax Research, Account Reconciliation, CPA, US GAAP, Auditing, Microsoft Word
Education
Isenberg School of Management, UMass Amherst 2004 — 2005
MSA, Accounting
Isenberg School of Management, UMass Amherst 2000 — 2004
BS, Accounting
Somerset High School 1996 — 2000
HS Diploma
Bay Capital Investment Partners January 2015 - Present
Fidelity Investments April 2013 - April 2014
Nautic Partners December 2007 - May 2013
Carlin, Charron & Rosen, LLP October 2006 - December 2007
KPMG June 2004 - October 2006
Skills
Accounting, Corporate Tax, Excel, Microsoft Office, Financial Accounting, Budgeting, Tax, GAAP, General Ledger, Word, Private Equity, Income Tax, Budgets, Tax Accounting, Microsoft Excel, Financial Reporting, Revenue Analysis, Revenue, Revenue Recognition, Intercompany..., Fund Accounting, Financial Analysis, Financial Statements, Tax Preparation, Tax Returns, Tax Research, Account Reconciliation, CPA, US GAAP, Auditing, Microsoft Word
Education
Isenberg School of Management, UMass Amherst 2004 — 2005
MSA, Accounting
Isenberg School of Management, UMass Amherst 2000 — 2004
BS, Accounting
Somerset High School 1996 — 2000
HS Diploma
Shannon Johnsen Hegarty's Fidelity Investments Experience 2004 - 2008
Job Manager of Institutional Finance at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
Fidelity Investments- Corporate Finance 2012 - November 2014
Fidelity Investments- Asset Management 2008 - 2012
Fidelity Investments 2004 - 2008
Fidelity Investments- Pricing & Cash Management 2002 - 2004
Fidelity Investments- Pricing & Cash Management 2001 - 2002
Fidelity Investments- Employee Services Company 2000 - 2001
Fidelity Investments- Employee Services Company 1999 - 2000
Skills
Microsoft Excel, Hyperion Planning, Simfund, Essbase, XTRAC, Oracle Business..., IBM Cognos, Bloomberg, Cognos, Financial Analysis, Financial Modeling, Mutual Funds, OBIEE, Corporate Finance, Finance, Strategic Financial...
Education
Suffolk University - Sawyer School of Management 2010 — 2015
MBA, Finance
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1999
Bachelor of Business Administration (B.B.A.)
TIAA-CREF November 2014 - Present
Fidelity Investments- Corporate Finance 2012 - November 2014
Fidelity Investments- Asset Management 2008 - 2012
Fidelity Investments 2004 - 2008
Fidelity Investments- Pricing & Cash Management 2002 - 2004
Fidelity Investments- Pricing & Cash Management 2001 - 2002
Fidelity Investments- Employee Services Company 2000 - 2001
Fidelity Investments- Employee Services Company 1999 - 2000
Skills
Microsoft Excel, Hyperion Planning, Simfund, Essbase, XTRAC, Oracle Business..., IBM Cognos, Bloomberg, Cognos, Financial Analysis, Financial Modeling, Mutual Funds, OBIEE, Corporate Finance, Finance, Strategic Financial...
Education
Suffolk University - Sawyer School of Management 2010 — 2015
MBA, Finance
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1999
Bachelor of Business Administration (B.B.A.)
Royce Magnusson's Fidelity Investments Experience May 2011 - Present
Job Management Consultant/Project Manager, Specialized at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
Fidelity Investments June 2010 - March 2011
Fidelity Investments May 2007 - May 2009
FMR Co. Systems April 2001 - May 2007
Goldman, Sachs & Company June 1999 - February 2001
Scudder Kemper Investments April 1999 - June 1999
Scudder Kemper Investments March 1998 - April 1999
Fidelity Investments June 1996 - March 1998
Merrill Lynch June 1995 - August 1995
Skills
Program Management, Analysis, Software Project..., Vendor Management, SDLC, Bloomberg, Software Documentation, Project Management, Business Analysis, Risk Management, Management, Business Process...
Education
University of Massachusetts at Amherst - Isenberg School of Management 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments May 2011 - Present
Fidelity Investments June 2010 - March 2011
Fidelity Investments May 2007 - May 2009
FMR Co. Systems April 2001 - May 2007
Goldman, Sachs & Company June 1999 - February 2001
Scudder Kemper Investments April 1999 - June 1999
Scudder Kemper Investments March 1998 - April 1999
Fidelity Investments June 1996 - March 1998
Merrill Lynch June 1995 - August 1995
Skills
Program Management, Analysis, Software Project..., Vendor Management, SDLC, Bloomberg, Software Documentation, Project Management, Business Analysis, Risk Management, Management, Business Process...
Education
University of Massachusetts at Amherst - Isenberg School of Management 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
E.J. Cummings's Fidelity Investments Experience June 1996 - July 2002
Job SVP, Product Management Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2009 - Present
Wachovia, A Wells Fargo Company May 2007 - July 2009
Wachovia, A Wells Fargo Company July 2002 - April 2007
Fidelity Investments June 1996 - July 2002
Skills
Product Management, Product Development, Segmentation, Product Strategy, P&L Management, Cross-functional Team..., Product Marketing, Marketing Strategy, Business Planning, Strategic Planning, Product Launch, Business Strategy, Strategic Partnerships, New Business Development, Strategy Development, Business Analysis, Strategy, Banking, Financial Services, Integrated Marketing, Leadership, Management, Portfolio Management, Marketing
Education
Isenberg School of Management, UMass Amherst
MBA, Marketing
Villanova University
BSBA, Business Administration, Finance
Wells Fargo August 2009 - Present
Wachovia, A Wells Fargo Company May 2007 - July 2009
Wachovia, A Wells Fargo Company July 2002 - April 2007
Fidelity Investments June 1996 - July 2002
Skills
Product Management, Product Development, Segmentation, Product Strategy, P&L Management, Cross-functional Team..., Product Marketing, Marketing Strategy, Business Planning, Strategic Planning, Product Launch, Business Strategy, Strategic Partnerships, New Business Development, Strategy Development, Business Analysis, Strategy, Banking, Financial Services, Integrated Marketing, Leadership, Management, Portfolio Management, Marketing
Education
Isenberg School of Management, UMass Amherst
MBA, Marketing
Villanova University
BSBA, Business Administration, Finance
Kerry Pierce, CFP (R)'s Fidelity Investments Experience January 2013 - April 2014
Job VP, Program Director at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group June 2015 - Present
LPL Financial April 2014 - Present
Fidelity Investments January 2013 - April 2014
LPL Financial June 2006 - January 2013
Center for International Securities and Derivatives Markets 2005 - 2006
Bear Stearns, JP Morgan Chase/Hambrecht &Quist 1999 - 2002
Skills
Certified Financial..., MBA, Six Sigma, Series 7, Series 65, Unified Managed Accounts, Rebalancing, ETFs, Separately Managed..., Asset Managment, Fixed Income, Trading Systems, Wealth Management, FINRA, Mutual Funds, Asset Allocation, Investments, Investment Strategies, Portfolio Management, Equities, Securities, Investment Management, Retirement Planning, Alternative Investments, Wealth Management..., Investment Advisory, Financial Advisory
Education
Villanova University 2012 — 2012
Six Sigma Green Belt, Financial Services
Isenberg School of Management, UMass Amherst 2004 — 2006
MBA, Finance
Boston University 2000 — 2002
Diploma in Financial Planning, Financial Planning
University of Vermont 1993 — 1997
BA, Psychology
The Gunnery 1991 — 1993
Dana Hall 1989 — 1991
Cetera Financial Group June 2015 - Present
LPL Financial April 2014 - Present
Fidelity Investments January 2013 - April 2014
LPL Financial June 2006 - January 2013
Center for International Securities and Derivatives Markets 2005 - 2006
Bear Stearns, JP Morgan Chase/Hambrecht &Quist 1999 - 2002
Skills
Certified Financial..., MBA, Six Sigma, Series 7, Series 65, Unified Managed Accounts, Rebalancing, ETFs, Separately Managed..., Asset Managment, Fixed Income, Trading Systems, Wealth Management, FINRA, Mutual Funds, Asset Allocation, Investments, Investment Strategies, Portfolio Management, Equities, Securities, Investment Management, Retirement Planning, Alternative Investments, Wealth Management..., Investment Advisory, Financial Advisory
Education
Villanova University 2012 — 2012
Six Sigma Green Belt, Financial Services
Isenberg School of Management, UMass Amherst 2004 — 2006
MBA, Finance
Boston University 2000 — 2002
Diploma in Financial Planning, Financial Planning
University of Vermont 1993 — 1997
BA, Psychology
The Gunnery 1991 — 1993
Dana Hall 1989 — 1991
Sally Kandilakis's Fidelity Investments Experience Business AnalystFidelity InvestmentsAugust 2009 - Present
Job Business Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments Business AnalystFidelity InvestmentsAugust 2009 - Present
Fidelity Investments July 2001 - August 2009
Skills
Business Analysis, Oracle, Agile Methodologies
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
Fidelity Investments Business AnalystFidelity InvestmentsAugust 2009 - Present
Fidelity Investments July 2001 - August 2009
Skills
Business Analysis, Oracle, Agile Methodologies
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
Alicia Heslop's Fidelity Investments Experience April 1992 - April 1994
Job
Industry Investment Management
Experience
Hyperion Brookfield Asset Management September 2006 - January 2009
Evergreen Investments 1995 - September 2006
SG Cowen April 1995 - December 1995
Deutsche Bank April 1994 - March 1995
Fidelity Investments April 1992 - April 1994
Skills
Bloomberg, Due Diligence, Research, Portfolio Management, Derivatives, Fixed Income, Asset Management, Equities, Financial Modeling, Leadership, Valuation, Financial Analysis
Education
Siena College 1987 — 1990
BS, Marketing/Management
Ithaca College 1986 — 1987
Hyperion Brookfield Asset Management September 2006 - January 2009
Evergreen Investments 1995 - September 2006
SG Cowen April 1995 - December 1995
Deutsche Bank April 1994 - March 1995
Fidelity Investments April 1992 - April 1994
Skills
Bloomberg, Due Diligence, Research, Portfolio Management, Derivatives, Fixed Income, Asset Management, Equities, Financial Modeling, Leadership, Valuation, Financial Analysis
Education
Siena College 1987 — 1990
BS, Marketing/Management
Ithaca College 1986 — 1987
Michael Safran's Fidelity Investments Experience December 2014 - Present
Job Strategic Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments April 2007 - December 2014
Fidelity Investments November 2005 - April 2007
Fidelity Investments March 2003 - November 2005
Fidelity Investments June 2001 - March 2003
Fidelity Investments June 2000 - June 2001
Skills
Retirement, Employee Benefits, Retirement Planning, 401k, Mutual Funds, Investments, Strategic Financial..., Insurance, Asset Allocation, Benefits Administration, Equities, Fixed Income, Deferred Compensation, Finance
Education
Isenberg School of Management, UMass Amherst 2003 — 2005
MBA, Management
University of Massachusetts, Amherst 1996 — 2000
B.S., Sport Management
Fidelity Investments December 2014 - Present
Fidelity Investments April 2007 - December 2014
Fidelity Investments November 2005 - April 2007
Fidelity Investments March 2003 - November 2005
Fidelity Investments June 2001 - March 2003
Fidelity Investments June 2000 - June 2001
Skills
Retirement, Employee Benefits, Retirement Planning, 401k, Mutual Funds, Investments, Strategic Financial..., Insurance, Asset Allocation, Benefits Administration, Equities, Fixed Income, Deferred Compensation, Finance
Education
Isenberg School of Management, UMass Amherst 2003 — 2005
MBA, Management
University of Massachusetts, Amherst 1996 — 2000
B.S., Sport Management
Montoya Kim's Fidelity Investments Experience April 2014 - Present
Job Investment Performance Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments August 2012 - March 2014
Fidelity Investments June 2007 - July 2012
Skills
Mutual Funds, Financial Services, Securities, Equities, Bloomberg, Fixed Income, Fund Accounting, Financial Modeling, Microsoft Excel, Finance, Asset Management, Financial Analysis, Investments, Microsoft Office, Portfolio Management, Risk Management, Analysis, Customer Service, Data Analysis, Alternative Investments, Process Improvement
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
Finance and Operations
Fidelity Investments April 2014 - Present
Fidelity Investments August 2012 - March 2014
Fidelity Investments June 2007 - July 2012
Skills
Mutual Funds, Financial Services, Securities, Equities, Bloomberg, Fixed Income, Fund Accounting, Financial Modeling, Microsoft Excel, Finance, Asset Management, Financial Analysis, Investments, Microsoft Office, Portfolio Management, Risk Management, Analysis, Customer Service, Data Analysis, Alternative Investments, Process Improvement
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
Finance and Operations
Liesl Sitton's Fidelity Investments Experience December 2014 - Present
Job VP of Finance Devonshire Investor
Industry Accounting
Experience
Fidelity Investments December 2014 - Present
Devonshire Investors May 2007 - December 2014
Ernst & Young September 1996 - May 2007
E & Y 1996 - 2007
Skills
SEC filings, Auditing, Internal Controls, Accounting, Financial Analysis, Financial Accounting, Budgets, US GAAP, GAAP, Corporate Finance, Sarbanes-Oxley Act, Financial Reporting, Financial Services, Revenue Recognition, Consolidation, CPA, IFRS, Sarbanes-Oxley, Internal Audit, External Audit
Education
Isenberg School of Management, UMass Amherst 1992 — 1996
Baldwin High School
Fidelity Investments December 2014 - Present
Devonshire Investors May 2007 - December 2014
Ernst & Young September 1996 - May 2007
E & Y 1996 - 2007
Skills
SEC filings, Auditing, Internal Controls, Accounting, Financial Analysis, Financial Accounting, Budgets, US GAAP, GAAP, Corporate Finance, Sarbanes-Oxley Act, Financial Reporting, Financial Services, Revenue Recognition, Consolidation, CPA, IFRS, Sarbanes-Oxley, Internal Audit, External Audit
Education
Isenberg School of Management, UMass Amherst 1992 — 1996
Baldwin High School
Steve Gellman's Fidelity Investments Experience September 2003 - Present
Job Sr. Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2003 - Present
Fidelity Investments September 2003 - Present
Fidelity 1999 - Present
Fidelity Investments July 2002 - September 2003
Fidelity Investments February 1999 - June 2002
Filene's 1997 - 1999
Skills
SDLC, Business Analysis, Fixed Income, Mutual Funds, Requirements Gathering, Financial Services, Securities, Requirements Analysis, Equities, User Acceptance Testing, Asset Management, Systems Analysis, Quality Center, Derivatives, Back Office
Education
University of Massachusetts 2002 — 2007
BBA, Finance
University of Massachusetts at Amherst - Isenberg School of Management 1992 — 1997
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments September 2003 - Present
Fidelity Investments September 2003 - Present
Fidelity 1999 - Present
Fidelity Investments July 2002 - September 2003
Fidelity Investments February 1999 - June 2002
Filene's 1997 - 1999
Skills
SDLC, Business Analysis, Fixed Income, Mutual Funds, Requirements Gathering, Financial Services, Securities, Requirements Analysis, Equities, User Acceptance Testing, Asset Management, Systems Analysis, Quality Center, Derivatives, Back Office
Education
University of Massachusetts 2002 — 2007
BBA, Finance
University of Massachusetts at Amherst - Isenberg School of Management 1992 — 1997
Bachelor of Business Administration (BBA), Finance, General
Sarah (Wasel) Walsh's Fidelity Investments Experience November 2014 - Present
Job Director, Product Management
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments November 2012 - Present
Fidelity Investments September 2008 - November 2012
Fidelity Investments February 2008 - September 2008
Fidelity Investments August 2005 - February 2008
Fidelity Investments October 1999 - October 2001
Skills
FINRA Series 6, FINRA Series 63, FINRA Series 26, Social Media Marketing, Marketing Analytics, Lead Generation, Website Creation, Website Updating, Website Promotion, Email Marketing, Newsletter Production, Program Management, Series 6, Series 63
Education
Isenberg School of Management, UMass Amherst 2001 — 2003
MBA, Business Administration
University of Rhode Island 1995 — 1999
Bachelor of Science (BS), Finance, General
Fidelity Investments November 2014 - Present
Fidelity Investments November 2012 - Present
Fidelity Investments September 2008 - November 2012
Fidelity Investments February 2008 - September 2008
Fidelity Investments August 2005 - February 2008
Fidelity Investments October 1999 - October 2001
Skills
FINRA Series 6, FINRA Series 63, FINRA Series 26, Social Media Marketing, Marketing Analytics, Lead Generation, Website Creation, Website Updating, Website Promotion, Email Marketing, Newsletter Production, Program Management, Series 6, Series 63
Education
Isenberg School of Management, UMass Amherst 2001 — 2003
MBA, Business Administration
University of Rhode Island 1995 — 1999
Bachelor of Science (BS), Finance, General
Todd Cabilo's Fidelity Investments Experience April 2001 - March 2002
Job Gift Aid Manager at Salem State University
Industry Information Technology and Services
Experience
Salem State University May 2015 - Present
Porter and Chester Institute December 2012 - September 2014
New England Tractor Trailer Training School February 2010 - September 2011
First Marblehead Corporation April 2005 - May 2008
Coverall Cleaning Concepts March 2004 - April 2005
Toyota March 2002 - June 2003
Fidelity Investments April 2001 - March 2002
Skills
Windows 7, Active Directory, NSLDS, CPS for FAA, COD, IFAP, CampusVue, Microsoft Office, Microsoft Operating..., Microsoft Servers, SQL, SQL Server, SnagIt, Camtasia, Windows Server 2003, Windows Server 2008, Windows XP Professional, Norton Ghost, Partition Magic, VirtualBox, Virtual PC, DHCP, Exchange Server, Network Security, Acronis, Hyper-V, Microsoft Exchange, Troubleshooting, Analysis, Windows XP, Public Speaking, Access, Customer Service, Team Building, Social Media, Training, Microsoft Excel, Leadership, Management
Education
Millennium Training Institute 2012 — 2012
Certificate, Network Systems Support Specialist
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Finance
Salem State University May 2015 - Present
Porter and Chester Institute December 2012 - September 2014
New England Tractor Trailer Training School February 2010 - September 2011
First Marblehead Corporation April 2005 - May 2008
Coverall Cleaning Concepts March 2004 - April 2005
Toyota March 2002 - June 2003
Fidelity Investments April 2001 - March 2002
Skills
Windows 7, Active Directory, NSLDS, CPS for FAA, COD, IFAP, CampusVue, Microsoft Office, Microsoft Operating..., Microsoft Servers, SQL, SQL Server, SnagIt, Camtasia, Windows Server 2003, Windows Server 2008, Windows XP Professional, Norton Ghost, Partition Magic, VirtualBox, Virtual PC, DHCP, Exchange Server, Network Security, Acronis, Hyper-V, Microsoft Exchange, Troubleshooting, Analysis, Windows XP, Public Speaking, Access, Customer Service, Team Building, Social Media, Training, Microsoft Excel, Leadership, Management
Education
Millennium Training Institute 2012 — 2012
Certificate, Network Systems Support Specialist
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Finance
Nicole Bartlett's Fidelity Investments Experience May 2007 - February 2009
Job Business Manager at Partners HealthCare
Industry Hospital & Health Care
Experience
Partners HealthCare June 2009 - Present
Fidelity Investments May 2007 - February 2009
Fidelity Investments February 2006 - May 2007
Fidelity Investments July 2005 - February 2006
Fidelity Investments January 2004 - July 2005
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
Partners HealthCare June 2009 - Present
Fidelity Investments May 2007 - February 2009
Fidelity Investments February 2006 - May 2007
Fidelity Investments July 2005 - February 2006
Fidelity Investments January 2004 - July 2005
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
Lara Gilman's Fidelity Investments Experience 2011 - Present
Job Head of Global Bond Investment Operations at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2011 - Present
Fidelity Investments June 1999 - January 2011
State Street Bank 1992 - 1999
Education
Suffolk University - Sawyer Business School 1995 — 2000
MBA, Finance
Isenberg School of Management, UMass Amherst 1988 — 1992
Business Administration, Finance
Fidelity Investments 2011 - Present
Fidelity Investments June 1999 - January 2011
State Street Bank 1992 - 1999
Education
Suffolk University - Sawyer Business School 1995 — 2000
MBA, Finance
Isenberg School of Management, UMass Amherst 1988 — 1992
Business Administration, Finance
Nick Cioffi, CPA's Fidelity Investments Experience August 2010 - March 2011
Job Assistant Vice President at Cornerstone Real Estate Advisers
Industry Real Estate
Experience
Cornerstone Real Estate Advisers June 2013 - Present
Cornerstone Real Estate Advisers March 2011 - May 2013
Fidelity Investments August 2010 - March 2011
Fidelity Investments January 2009 - July 2010
Fidelity Investments March 2007 - December 2008
Ernst & Young 2005 - 2007
Education
Isenberg School of Management, UMass Amherst 2005 — 2006
MSA, Master of Science in Accounting
Isenberg School of Management, UMass Amherst 2002 — 2005
BBA, Accounting
Cornerstone Real Estate Advisers June 2013 - Present
Cornerstone Real Estate Advisers March 2011 - May 2013
Fidelity Investments August 2010 - March 2011
Fidelity Investments January 2009 - July 2010
Fidelity Investments March 2007 - December 2008
Ernst & Young 2005 - 2007
Education
Isenberg School of Management, UMass Amherst 2005 — 2006
MSA, Master of Science in Accounting
Isenberg School of Management, UMass Amherst 2002 — 2005
BBA, Accounting
Steve Jameson's Fidelity Investments Experience 2002 - Present
Job VP IT Architecture Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments 2002 - Present
Brown Brothers Harriman 1991 - 2002
Skills
Enterprise Architecture, SOA
Education
Isenberg School of Management, UMass Amherst
Accounting
Fidelity Investments 2002 - Present
Brown Brothers Harriman 1991 - 2002
Skills
Enterprise Architecture, SOA
Education
Isenberg School of Management, UMass Amherst
Accounting
Jane Greene's Fidelity Investments Experience February 1997 - January 2011
Job Retired Financial Professional
Industry Financial Services
Experience
Fidelity Investments February 1997 - January 2011
DMR Group 1991 - 1996
Hit or Miss June 1986 - 1991
Ernst and Young 1980 - 1984
Skills
Financial Analysis, Corporate Finance, Accounting, Financial Modeling, Sarbanes-Oxley Act, SEC filings, Internal Controls, Financial Reporting, Finance, US GAAP, Strategic Financial..., Financial Accounting, Hyperion Enterprise, Financial Services, Business Analysis, Cash Management, Financial Planning, Process Improvement
Education
Isenberg School of Management, UMass Amherst 1978 — 1980
MS Accounting, Accounting
Fidelity Investments February 1997 - January 2011
DMR Group 1991 - 1996
Hit or Miss June 1986 - 1991
Ernst and Young 1980 - 1984
Skills
Financial Analysis, Corporate Finance, Accounting, Financial Modeling, Sarbanes-Oxley Act, SEC filings, Internal Controls, Financial Reporting, Finance, US GAAP, Strategic Financial..., Financial Accounting, Hyperion Enterprise, Financial Services, Business Analysis, Cash Management, Financial Planning, Process Improvement
Education
Isenberg School of Management, UMass Amherst 1978 — 1980
MS Accounting, Accounting
Michelle Hamer's Fidelity Investments Experience April 2001 - Present
Job Senior QA at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments April 2001 - Present
Fidelity Investments September 1995 - April 2001
Education
University of Massachusetts Boston 1988 — 1992
MBA, Information Systems
Isenberg School of Management, UMass Amherst 1982 — 1986
BA, Information Systems
Fidelity Investments April 2001 - Present
Fidelity Investments September 1995 - April 2001
Education
University of Massachusetts Boston 1988 — 1992
MBA, Information Systems
Isenberg School of Management, UMass Amherst 1982 — 1986
BA, Information Systems
Nikki Abbott, CFP®'s Fidelity Investments Experience September 2011 - Present
Job Account Executive at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2011 - Present
Fidelity Investments May 2007 - August 2011
Fidelity Investments June 2005 - May 2007
Fidelity Investments June 2004 - June 2005
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Investments, Retirement Planning, Fixed Income, Equities, Investment Strategies, CFP, Wealth Management, Bonds, ETFs, Portfolio Management, 401k, Strategic Financial..., Fixed Annuities, Relationship Management, Financial Planners, IRAs, Life Insurance, Estate Planning, High Net Worth..., 401k Rollovers, Insurance
Education
Isenberg School of Management, UMass Amherst 2001 — 2005
Bachelor of Administration, Finance, Economics
Fidelity Investments September 2011 - Present
Fidelity Investments May 2007 - August 2011
Fidelity Investments June 2005 - May 2007
Fidelity Investments June 2004 - June 2005
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Investments, Retirement Planning, Fixed Income, Equities, Investment Strategies, CFP, Wealth Management, Bonds, ETFs, Portfolio Management, 401k, Strategic Financial..., Fixed Annuities, Relationship Management, Financial Planners, IRAs, Life Insurance, Estate Planning, High Net Worth..., 401k Rollovers, Insurance
Education
Isenberg School of Management, UMass Amherst 2001 — 2005
Bachelor of Administration, Finance, Economics
Jeremy Sherman, CPA's Fidelity Investments Experience July 2006 - August 2006
Job Tax Supervisor at CBIZ Tofias
Industry Accounting
Experience
CBIZ Tofias August 2015 - Present
CBIZ Tofias December 2013 - July 2015
KPMG October 2011 - November 2013
Houston Astros June 2010 - August 2010
KPMG January 2010 - March 2010
Ultimate Staffing June 2009 - August 2009
Granite State Credit Union September 2006 - December 2006
Fidelity Investments July 2006 - August 2006
Skills
Accounting, Tax Preparation, Tax Returns, Tax Compliance, CPA
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Dual Degree: BS; BBA, Sport Management; Accounting
CBIZ Tofias August 2015 - Present
CBIZ Tofias December 2013 - July 2015
KPMG October 2011 - November 2013
Houston Astros June 2010 - August 2010
KPMG January 2010 - March 2010
Ultimate Staffing June 2009 - August 2009
Granite State Credit Union September 2006 - December 2006
Fidelity Investments July 2006 - August 2006
Skills
Accounting, Tax Preparation, Tax Returns, Tax Compliance, CPA
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Dual Degree: BS; BBA, Sport Management; Accounting
Wendy Cliadakis's Fidelity Investments Experience May 1997 - May 2000
Job Internal Audit Associate at Global Atlantic Financial Group Limited
Industry Financial Services
Experience
Global Atlantic Financial Group Limited December 2014 - Present
Delaware Life (formerly Sun Life Financial) April 2006 - Present
TJX April 2002 - April 2006
Ernst & Young September 2000 - April 2002
Fidelity Investments May 1997 - May 2000
Marsh May 1994 - May 1997
Skills
Internal Audit, Accounting, Auditing, Financial Accounting, Internal Controls, Financial Reporting, Insurance, SEC filings, Sarbanes-Oxley Act
Education
Suffolk University - Sawyer Business School
Masters, Accounting
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Accounting
Global Atlantic Financial Group Limited December 2014 - Present
Delaware Life (formerly Sun Life Financial) April 2006 - Present
TJX April 2002 - April 2006
Ernst & Young September 2000 - April 2002
Fidelity Investments May 1997 - May 2000
Marsh May 1994 - May 1997
Skills
Internal Audit, Accounting, Auditing, Financial Accounting, Internal Controls, Financial Reporting, Insurance, SEC filings, Sarbanes-Oxley Act
Education
Suffolk University - Sawyer Business School
Masters, Accounting
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Accounting
Dmitry Lin's Fidelity Investments Experience 2003 - 2005
Job Senior Strategic Planning at Miami Children's Hospital
Industry Hospital & Health Care
Experience
Miami Children's Hospital 2014 - Present
Miami Children's Hospital 2012 - 2014
Citi 2010 - 2011
McClatchy Shared Services 2005 - 2009
Fidelity Investments 2003 - 2005
Skills
Healthcare, Sarbanes-Oxley Act, Accounting, Financial Analysis, Access, Budgets, Financial Reporting, Finance, Process Improvement, General Ledger, Internal Controls, Forecasting, Strategic Financial..., PeopleSoft, Account Reconciliation, Variance Analysis, Auditing, Financial Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Finance & Operations Management; Minor Economics
Miami Children's Hospital 2014 - Present
Miami Children's Hospital 2012 - 2014
Citi 2010 - 2011
McClatchy Shared Services 2005 - 2009
Fidelity Investments 2003 - 2005
Skills
Healthcare, Sarbanes-Oxley Act, Accounting, Financial Analysis, Access, Budgets, Financial Reporting, Finance, Process Improvement, General Ledger, Internal Controls, Forecasting, Strategic Financial..., PeopleSoft, Account Reconciliation, Variance Analysis, Auditing, Financial Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Finance & Operations Management; Minor Economics
Jill DeLuca's Fidelity Investments Experience September 2007 - Present
Job Senior Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2007 - Present
Fidelity Investments December 2004 - September 2007
Fidelity Investments July 2002 - December 2004
Skills
Process Improvement, Investments, Training, Project Management, Leadership
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
B.A., Marketing
Leominster High School
Fidelity Investments September 2007 - Present
Fidelity Investments December 2004 - September 2007
Fidelity Investments July 2002 - December 2004
Skills
Process Improvement, Investments, Training, Project Management, Leadership
Education
Isenberg School of Management, UMass Amherst 1997 — 2001
B.A., Marketing
Leominster High School
Jack Sprague's Fidelity Investments Experience June 2006 - November 2009
Job SVP, Head of Business Risk and Control Management Americas
Industry Financial Services
Experience
HSBC Private Bank June 2013 - Present
HSBC May 2010 - June 2013
Bank of Tokyo-Mitsubishi November 2009 - May 2010
Fidelity Investments June 2006 - November 2009
Skills
Risk Management, Private Banking, High Net Worth..., Internal Controls, Financial Regulation, Banking, Financial Services, Enterprise Risk..., Compliance, Portfolio Management, Trust Management, Trust Services, Operational Risk..., Internal Audit, Fiduciary Management, Security Operations, Securities Regulation, Information Security, Operational Risk, Auditing, Fiduciary Services, Capital Markets, Fixed Income, Credit Risk, Sarbanes-Oxley Act
Education
Isenberg School of Management, UMass Amherst 2002 — 2006
BBA, Accounting
HSBC Private Bank June 2013 - Present
HSBC May 2010 - June 2013
Bank of Tokyo-Mitsubishi November 2009 - May 2010
Fidelity Investments June 2006 - November 2009
Skills
Risk Management, Private Banking, High Net Worth..., Internal Controls, Financial Regulation, Banking, Financial Services, Enterprise Risk..., Compliance, Portfolio Management, Trust Management, Trust Services, Operational Risk..., Internal Audit, Fiduciary Management, Security Operations, Securities Regulation, Information Security, Operational Risk, Auditing, Fiduciary Services, Capital Markets, Fixed Income, Credit Risk, Sarbanes-Oxley Act
Education
Isenberg School of Management, UMass Amherst 2002 — 2006
BBA, Accounting
Matt Whiting, CFP®,CRPC®,CSNA's Fidelity Investments Experience October 2011 - October 2013
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Fidelity Investments October 2011 - October 2013
Fidelity Investments June 2009 - October 2011
Fidelity Investments February 2008 - June 2009
Fidelity Investments February 2006 - February 2008
Fidelity Investments June 2005 - February 2006
Skills
Mutual Funds, Investments, Series 7, Equities, Portfolio Management, Retirement Planning, Financial Services, Financial Analysis, Wealth Management, Fixed Income, Series 63, Financial Modeling, Asset Allocation, Investment Strategies
Education
Isenberg School of Management, UMass Amherst 2001 — 2005
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Merrill Lynch October 2013 - Present
Fidelity Investments October 2011 - October 2013
Fidelity Investments June 2009 - October 2011
Fidelity Investments February 2008 - June 2009
Fidelity Investments February 2006 - February 2008
Fidelity Investments June 2005 - February 2006
Skills
Mutual Funds, Investments, Series 7, Equities, Portfolio Management, Retirement Planning, Financial Services, Financial Analysis, Wealth Management, Fixed Income, Series 63, Financial Modeling, Asset Allocation, Investment Strategies
Education
Isenberg School of Management, UMass Amherst 2001 — 2005
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Pavel Espinal's Fidelity Investments Experience October 2010 - November 2011
Job Service Account Manager at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX October 2013 - Present
Thomson Reuters December 2011 - October 2013
Fidelity Investments October 2010 - November 2011
Skills
Microsoft Office, Legal Research, Research, Legal Writing, Customer Service, Public Speaking, Westlaw, Social Media, Teamwork, Editing, Salesforce.com, Account Management, CRM
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2010
Bachelor of Science (B.S.), Resource Economics & Legal Studies
Merrimack College 2006 — 2007
NASDAQ OMX October 2013 - Present
Thomson Reuters December 2011 - October 2013
Fidelity Investments October 2010 - November 2011
Skills
Microsoft Office, Legal Research, Research, Legal Writing, Customer Service, Public Speaking, Westlaw, Social Media, Teamwork, Editing, Salesforce.com, Account Management, CRM
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2010
Bachelor of Science (B.S.), Resource Economics & Legal Studies
Merrimack College 2006 — 2007
James Farese's Fidelity Investments Experience July 2015 - Present
Job Sr. Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments May 2013 - July 2015
Fidelity Investments January 2013 - May 2013
Fidelity Investments September 2010 - December 2012
Prudential Lenmar Real Estate January 2007 - January 2010
Skills
Investments, Customer Service, Series 7, Microsoft Office, Real Estate, Series 63, Mutual Funds, Microsoft Excel, Financial Analysis, Asset Management, PowerPoint, Microsoft Word, Account Management
Education
Isenberg School of Management, UMass Amherst 2007 — 2010
Bachelor of Science, Managerial Economics
Fidelity Investments July 2015 - Present
Fidelity Investments May 2013 - July 2015
Fidelity Investments January 2013 - May 2013
Fidelity Investments September 2010 - December 2012
Prudential Lenmar Real Estate January 2007 - January 2010
Skills
Investments, Customer Service, Series 7, Microsoft Office, Real Estate, Series 63, Mutual Funds, Microsoft Excel, Financial Analysis, Asset Management, PowerPoint, Microsoft Word, Account Management
Education
Isenberg School of Management, UMass Amherst 2007 — 2010
Bachelor of Science, Managerial Economics
Matthew Garry's Fidelity Investments Experience February 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments April 2013 - Present
Fidelity Investments June 2014 - February 2015
Northwestern Mutual May 2011 - April 2013
Small Business Solutions January 2011 - May 2011
Coleman Country Day Camp July 2004 - August 2010
Skills
Retirement Planning, Securities, Disability Insurance, Retirement, Wealth Accumulation, Series 63, Long-term Care, Risk Management, Wealth Management, Life Insurance, 401k, Estate Planning, Long Term Care Insurance, Employee Benefits, Term Life Insurance, Mutual Funds, Succession Planning, Health Insurance, Series 7, Series 6, Annuities, Long Term Care
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
BS, Resource Economics
Fidelity Investments February 2015 - Present
Fidelity Investments April 2013 - Present
Fidelity Investments June 2014 - February 2015
Northwestern Mutual May 2011 - April 2013
Small Business Solutions January 2011 - May 2011
Coleman Country Day Camp July 2004 - August 2010
Skills
Retirement Planning, Securities, Disability Insurance, Retirement, Wealth Accumulation, Series 63, Long-term Care, Risk Management, Wealth Management, Life Insurance, 401k, Estate Planning, Long Term Care Insurance, Employee Benefits, Term Life Insurance, Mutual Funds, Succession Planning, Health Insurance, Series 7, Series 6, Annuities, Long Term Care
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
BS, Resource Economics
Mark Zachery's Fidelity Investments Experience June 1998 - September 1999
Job Accounting Professional
Industry Accounting
Experience
Warner Bros. Entertainment Group of Companies June 2011 - September 2011
Sony Pictures Entertainment November 2007 - October 2009
Churchill Management Group October 2003 - May 2007
MTV Networks May 2003 - September 2003
MassMutual Financial Group February 2000 - November 2002
Fidelity Investments June 1998 - September 1999
State Street June 1997 - April 1998
Education
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1997
Bachelors, Accounting
Warner Bros. Entertainment Group of Companies June 2011 - September 2011
Sony Pictures Entertainment November 2007 - October 2009
Churchill Management Group October 2003 - May 2007
MTV Networks May 2003 - September 2003
MassMutual Financial Group February 2000 - November 2002
Fidelity Investments June 1998 - September 1999
State Street June 1997 - April 1998
Education
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1997
Bachelors, Accounting
Joseph Mulkern's Fidelity Investments Experience January 2012 - February 2014
Job
Industry Financial Services
Experience
State Street Global Advisors February 2014 - Present
Fidelity Investments January 2012 - February 2014
LPL Financial 2005 - 2011
Bank of America/FleetBoston Financial 1999 - 2004
Massachusetts Division of Insurance 1995 - 1999
Skills
Financial Services, RIA, Broker-Dealer Compliance, Custodial Services, Alternative Investments
Education
Suffolk University Law School 1990 — 1993
JD
University of Massachusetts at Amherst - Isenberg School of Management 1984 — 1988
B.S., Marketing
State Street Global Advisors February 2014 - Present
Fidelity Investments January 2012 - February 2014
LPL Financial 2005 - 2011
Bank of America/FleetBoston Financial 1999 - 2004
Massachusetts Division of Insurance 1995 - 1999
Skills
Financial Services, RIA, Broker-Dealer Compliance, Custodial Services, Alternative Investments
Education
Suffolk University Law School 1990 — 1993
JD
University of Massachusetts at Amherst - Isenberg School of Management 1984 — 1988
B.S., Marketing
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank