Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Nicholas LaChance Nicholas LaChance's Fidelity Investments Experience February 2006 - June 2006
Job Market Sales Manager
Industry Facilities Services
Experience
Cintas June 2006 - Present
Fidelity Investments February 2006 - June 2006
Skills
Cold Calling, Management, Sales, Sales Presentations, Sales Process, Sales Operations, Selling, B2B, Salesforce.com, Direct Sales, Account Management, Solution Selling, Customer Retention, Outside Sales, Lead Generation, Sales Management
Education
Johnson and Wales University 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Cintas June 2006 - Present
Fidelity Investments February 2006 - June 2006
Skills
Cold Calling, Management, Sales, Sales Presentations, Sales Process, Sales Operations, Selling, B2B, Salesforce.com, Direct Sales, Account Management, Solution Selling, Customer Retention, Outside Sales, Lead Generation, Sales Management
Education
Johnson and Wales University 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Lisa Hughes Lisa Hughes's Fidelity Investments Experience December 1997 - May 2005
Job Financial Services with New York Life
Industry Financial Services
Experience
New York Life Insurance Company July 2012 - Present
Bank of New York Mellon October 2010 - December 2010
Bank of America/Merrill Lynch Investment Center January 2010 - August 2010
SRU Inc and Flooring USA October 2008 - June 2009
Blue Cross Blue Shield of RI October 2007 - October 2008
Macy's November 2006 - March 2007
National Product Service (RAC) December 2005 - March 2006
JN Phillips Autoglass July 2005 - December 2005
Fidelity Investments December 1997 - May 2005
Skills
Microsoft Office, Customer Service, Excel, Insurance, Inventory Management, Teamwork, Troubleshooting, Fax, Word
Education
Johnson and Wales University 2001 — 2003
credit earned towards a B.S., Web Development & Internet Commerce
Northeastern University 1979 — 1998
credit earned, Criminal Justice
New York Life Insurance Company July 2012 - Present
Bank of New York Mellon October 2010 - December 2010
Bank of America/Merrill Lynch Investment Center January 2010 - August 2010
SRU Inc and Flooring USA October 2008 - June 2009
Blue Cross Blue Shield of RI October 2007 - October 2008
Macy's November 2006 - March 2007
National Product Service (RAC) December 2005 - March 2006
JN Phillips Autoglass July 2005 - December 2005
Fidelity Investments December 1997 - May 2005
Skills
Microsoft Office, Customer Service, Excel, Insurance, Inventory Management, Teamwork, Troubleshooting, Fax, Word
Education
Johnson and Wales University 2001 — 2003
credit earned towards a B.S., Web Development & Internet Commerce
Northeastern University 1979 — 1998
credit earned, Criminal Justice
Nicky Olson CAP-OM Nicky Olson CAP-OM's Fidelity Investments Experience 2006 - 2007
Job Former Assistant to President & CEO, Constitution Surgery Centers
Industry Executive Office
Experience
Constitution Surgery Centers 2007 - August 2014
Fidelity Investments 2006 - 2007
Fidelity Investments 2005 - 2006
Fidelity Investments 1999 - 2005
Fidelity Investments 1998 - 1999
Massacusetts Casualty Insurance Company 1996 - 1998
Skills
Administrative..., Travel Planning, Outlook, Office Management, Office Administration, Public Speaking, RFP, Event Planning, Travel Arrangements, Microsoft Office, PowerPoint, Microsoft Excel, Calendars, Customer Service, Human Resources, Management, Time Management
Education
Johnson & Wales University 1989 — 1991
AS, Merchandising
Johnson and Wales University 1989 — 1991
BS, Management
Mercer County Community College 1987 — 1989
AS, General Business
Constitution Surgery Centers 2007 - August 2014
Fidelity Investments 2006 - 2007
Fidelity Investments 2005 - 2006
Fidelity Investments 1999 - 2005
Fidelity Investments 1998 - 1999
Massacusetts Casualty Insurance Company 1996 - 1998
Skills
Administrative..., Travel Planning, Outlook, Office Management, Office Administration, Public Speaking, RFP, Event Planning, Travel Arrangements, Microsoft Office, PowerPoint, Microsoft Excel, Calendars, Customer Service, Human Resources, Management, Time Management
Education
Johnson & Wales University 1989 — 1991
AS, Merchandising
Johnson and Wales University 1989 — 1991
BS, Management
Mercer County Community College 1987 — 1989
AS, General Business
Mathew Tager Mathew Tager's Fidelity Investments Experience July 2014 - Present
Job Associate Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments June 2013 - May 2014
Johnson and Wales University March 2012 - May 2013
GTECH June 2012 - August 2012
Skills
SQL, Troubleshooting, Java, JavaScript, Spring MVC, Oracle SQL Developer, CSS, iOS development, Web Design, jQuery, Xcode, Node.js, MySQL, Backbone.js, Android SDK
Education
Johnson & Wales University 2010 — 2014
Bachelor's degree, Computer Software Engineering
Londonderry High School 2006 — 2010
Diploma
Fidelity Investments July 2014 - Present
Fidelity Investments June 2013 - May 2014
Johnson and Wales University March 2012 - May 2013
GTECH June 2012 - August 2012
Skills
SQL, Troubleshooting, Java, JavaScript, Spring MVC, Oracle SQL Developer, CSS, iOS development, Web Design, jQuery, Xcode, Node.js, MySQL, Backbone.js, Android SDK
Education
Johnson & Wales University 2010 — 2014
Bachelor's degree, Computer Software Engineering
Londonderry High School 2006 — 2010
Diploma
Aleksandr Tropp Aleksandr Tropp's Fidelity Investments Experience 2010 - Present
Job IT Product Manager
Industry Financial Services
Experience
Fidelity Investments 2010 - Present
State Street 2008 - 2010
Skills
Bloomberg, Business Analysis, Financial Services, Fixed Income, Fund Accounting, Mutual Funds, Analysis
Education
Johnson and Wales University 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration, Management and Operations, 3.8
Fidelity Investments 2010 - Present
State Street 2008 - 2010
Skills
Bloomberg, Business Analysis, Financial Services, Fixed Income, Fund Accounting, Mutual Funds, Analysis
Education
Johnson and Wales University 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration, Management and Operations, 3.8
Benita Rountree Benita Rountree's Fidelity Investments Experience December 2010 - February 2011
Job Program Consultant I at Pontoon Solutions
Industry Human Resources
Experience
Pontoon Solutions/Cisco Systems March 2015 - Present
Kenexa, an IBM Company November 2011 - February 2015
Siemens March 2011 - September 2011
Fidelity Investments December 2010 - February 2011
WakeMed Health & Hospitals August 1997 - November 2010
Skills
Applicant Tracking..., Onboarding, Talent Acquisition, Talent Management, Technical Recruiting, Recruiting, Employee Relations, Sourcing, Human Resources, Internet Recruiting, Interviews, Screening, Payroll, Training, Employee Benefits, Temporary Placement
Education
Johnston Community College 1988 — 1990
Business Administration and Management, General
Smithfield - Selma High School 1985 — 1988
Pontoon Solutions/Cisco Systems March 2015 - Present
Kenexa, an IBM Company November 2011 - February 2015
Siemens March 2011 - September 2011
Fidelity Investments December 2010 - February 2011
WakeMed Health & Hospitals August 1997 - November 2010
Skills
Applicant Tracking..., Onboarding, Talent Acquisition, Talent Management, Technical Recruiting, Recruiting, Employee Relations, Sourcing, Human Resources, Internet Recruiting, Interviews, Screening, Payroll, Training, Employee Benefits, Temporary Placement
Education
Johnston Community College 1988 — 1990
Business Administration and Management, General
Smithfield - Selma High School 1985 — 1988
Robert Fira Robert Fira's Fidelity Investments Experience September 2013 - Present
Job Branch Sales Representative at TCF Bank
Industry Retail
Experience
Fidelity Investments September 2013 - Present
TCF Bank February 2013 - September 2013
Target October 2010 - February 2013
Skills
Cashiering, Retail, Merchandising, Inventory Management, Banking, Retail Banking
Education
Johnson & Wales University-Denver 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments September 2013 - Present
TCF Bank February 2013 - September 2013
Target October 2010 - February 2013
Skills
Cashiering, Retail, Merchandising, Inventory Management, Banking, Retail Banking
Education
Johnson & Wales University-Denver 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Tara Coogan Tara Coogan's Fidelity Investments Experience August 2013 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Oppenheimer & Co. June 2010 - August 2013
Johnson & Wales University November 2006 - May 2010
Education
Johnson & Wales University 2010 — 2012
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Johnson and Wales University 2006 — 2010
Bachelor's degree, Business Administration and Management
Fidelity Investments August 2013 - Present
Oppenheimer & Co. June 2010 - August 2013
Johnson & Wales University November 2006 - May 2010
Education
Johnson & Wales University 2010 — 2012
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Johnson and Wales University 2006 — 2010
Bachelor's degree, Business Administration and Management
Steven B. Goldberg Steven B. Goldberg's Fidelity Investments Experience October 2004 - April 2005
Job Relationship Builder
Industry Marketing and Advertising
Experience
AICPA December 2011 - November 2013
Duke University Health System March 2011 - December 2011
The Barnstable Patriot April 2006 - August 2008
State Street Bank May 2005 - September 2005
Fidelity Investments October 2004 - April 2005
State Street Bank February 2003 - October 2004
EMD Serono, Inc. August 2002 - December 2002
John Hancock Financial Services October 2000 - June 2002
Skills
Sales Presentations, Problem Solving, Communication Skills, Skilled Multi-tasker, Product Marketing, Creative Solutions, Sales Motivation, Skilled Relationship..., Social Listening, Success Driven, Great Organizer, Exceptional Attitude, Project Management, Microsoft Office, Customer Service, Access, Strategic Planning
Education
Johnson and Wales University
Bachelor's Degree, Hospitality Sales & Meeting Mangement
Mount Ida College
Associate's Degree, Hotel & Restaurant Management
Wake Technical Community College
AICPA December 2011 - November 2013
Duke University Health System March 2011 - December 2011
The Barnstable Patriot April 2006 - August 2008
State Street Bank May 2005 - September 2005
Fidelity Investments October 2004 - April 2005
State Street Bank February 2003 - October 2004
EMD Serono, Inc. August 2002 - December 2002
John Hancock Financial Services October 2000 - June 2002
Skills
Sales Presentations, Problem Solving, Communication Skills, Skilled Multi-tasker, Product Marketing, Creative Solutions, Sales Motivation, Skilled Relationship..., Social Listening, Success Driven, Great Organizer, Exceptional Attitude, Project Management, Microsoft Office, Customer Service, Access, Strategic Planning
Education
Johnson and Wales University
Bachelor's Degree, Hospitality Sales & Meeting Mangement
Mount Ida College
Associate's Degree, Hotel & Restaurant Management
Wake Technical Community College
Cassandra Guy Cassandra Guy's Fidelity Investments Experience 2007 - 2013
Job Financial Consultant at AIG Life
Industry Insurance
Experience
AIG Life 2013 - Present
Fidelity Investments 2007 - 2013
Skills
offer personalized..., life protection..., offer investing..., creative planning and...
Education
Johnson & Wales University
Accounting
AIG Life 2013 - Present
Fidelity Investments 2007 - 2013
Skills
offer personalized..., life protection..., offer investing..., creative planning and...
Education
Johnson & Wales University
Accounting
Colby Fraser Colby Fraser's Fidelity Investments Experience June 2015 - Present
Job Technical Intern at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 2015 - Present
Johnson & Wales University December 2014 - May 2015
FM Global May 2014 - November 2014
Johnson & Wales University November 2012 - May 2014
Best Buy August 2011 - June 2012
Education
Johnson & Wales University 2012 — 2015
Bachelor’s Degree, Computer Software Engineering, 3.96/4.0
Pembroke Academy 2008 — 2012
High School Diploma
Concord Regional Technical Center 2010 — 2011
Information Technology
Fidelity Investments June 2015 - Present
Johnson & Wales University December 2014 - May 2015
FM Global May 2014 - November 2014
Johnson & Wales University November 2012 - May 2014
Best Buy August 2011 - June 2012
Education
Johnson & Wales University 2012 — 2015
Bachelor’s Degree, Computer Software Engineering, 3.96/4.0
Pembroke Academy 2008 — 2012
High School Diploma
Concord Regional Technical Center 2010 — 2011
Information Technology
Rebecca (Rebecca Morash) Hirehal Rebecca (Rebecca Morash) Hirehal's Fidelity Investments Experience December 2006 - January 2011
Job Sr. Project Manager, VP at Citizens Bank
Industry Banking
Experience
Citizens Bank January 2011 - Present
Fidelity Investments December 2006 - January 2011
Bank Rhode Island August 2004 - December 2006
Amica Mutual Insurance December 2000 - August 2004
Mercury Print and Mail December 1999 - December 2000
Skills
Software Project..., Time Management and..., User Documentation, Creative Problem Solving, System Testing, Business Analysis, Technical Documentation, Applications Software..., Databases, User Acceptance Testing, Data Analysis, Reporting & Analysis, Written & Oral..., Quality Assurance, CRM, Software Documentation, Testing, Analysis, Project Management, Business Requirements, Systems Analysis, Requirements Gathering, SDLC, Visio, Test Cases, Waterfall, Requirements Analysis, Manual Testing, Agile Project Management, Data Mining, Quality Center, MS Project, Release Management, Agile Methodologies, Functional..., Software Quality..., Performance Testing, Test Planning, Banking, Financial Services, Software Development, SQL, Leadership
Education
Bryant University 2012 — 2013
Certificate in Business Management, Business Administration and Management, General, 4.0
Johnson and Wales University 2005 — 2007
Bachelor of Science (B.S.), Computer Programming/Programmer, General, 3.97
New England Institute of Technology 1998 — 2000
Associates Degree, Computer Programming, Specific Applications, 4.0
Citizens Bank January 2011 - Present
Fidelity Investments December 2006 - January 2011
Bank Rhode Island August 2004 - December 2006
Amica Mutual Insurance December 2000 - August 2004
Mercury Print and Mail December 1999 - December 2000
Skills
Software Project..., Time Management and..., User Documentation, Creative Problem Solving, System Testing, Business Analysis, Technical Documentation, Applications Software..., Databases, User Acceptance Testing, Data Analysis, Reporting & Analysis, Written & Oral..., Quality Assurance, CRM, Software Documentation, Testing, Analysis, Project Management, Business Requirements, Systems Analysis, Requirements Gathering, SDLC, Visio, Test Cases, Waterfall, Requirements Analysis, Manual Testing, Agile Project Management, Data Mining, Quality Center, MS Project, Release Management, Agile Methodologies, Functional..., Software Quality..., Performance Testing, Test Planning, Banking, Financial Services, Software Development, SQL, Leadership
Education
Bryant University 2012 — 2013
Certificate in Business Management, Business Administration and Management, General, 4.0
Johnson and Wales University 2005 — 2007
Bachelor of Science (B.S.), Computer Programming/Programmer, General, 3.97
New England Institute of Technology 1998 — 2000
Associates Degree, Computer Programming, Specific Applications, 4.0
Andi Morrison Andi Morrison's Fidelity Investments Experience March 2014 - February 2015
Job
Industry Human Resources
Experience
The Encompass Group February 2015 - Present
Fidelity Investments March 2014 - February 2015
Riverstone Residential Group August 2013 - March 2014
Patch.com May 2011 - August 2013
Patch.com November 2010 - May 2011
Patch.com June 2010 - November 2010
Sky Jump Ltd October 2008 - September 2009
UBS Investment Bank July 2007 - September 2008
Skills
Human Resources, PowerPoint, Performance Management, New Media, Mac, College Recruiting, Email Marketing, Social Networking, Internships, Applicant Tracking..., Leadership, Recruiting, Onboarding, Sales, Interviews, Marketing, Sourcing, Talent Acquisition, Internet Recruiting, Blogging
Education
Johnson & Wales University 2004 — 2007
BA, International Business
The Encompass Group February 2015 - Present
Fidelity Investments March 2014 - February 2015
Riverstone Residential Group August 2013 - March 2014
Patch.com May 2011 - August 2013
Patch.com November 2010 - May 2011
Patch.com June 2010 - November 2010
Sky Jump Ltd October 2008 - September 2009
UBS Investment Bank July 2007 - September 2008
Skills
Human Resources, PowerPoint, Performance Management, New Media, Mac, College Recruiting, Email Marketing, Social Networking, Internships, Applicant Tracking..., Leadership, Recruiting, Onboarding, Sales, Interviews, Marketing, Sourcing, Talent Acquisition, Internet Recruiting, Blogging
Education
Johnson & Wales University 2004 — 2007
BA, International Business
Rafaelina Gomez, MBA Rafaelina Gomez, MBA's Fidelity Investments Experience November 2010 - Present
Job Compliance Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2010 - Present
RG Realty LLC 2014 - 2014
Fidelity Investments 2011 - 2011
Fidelity Investments September 2009 - July 2010
Fidelity Investments April 2007 - September 2009
Sovereign Bank May 2006 - October 2006
Mass Mutual Financial Group November 2005 - February 2006
Johnson & Wales University 2002 - 2004
Castillo Insurance, Insurance Agent November 2001 - August 2003
Skills
Teamwork, Analytical Skills, Securities Regulation, Series 7, Series 24, Risk Management, Process Improvement, Problem Solving, Spanish-speaking, Training, FINRA, Finance, Access
Education
Johnson and Wales University 2002 — 2007
M.B.A, Global Business Leadership; Financial Management
Johnson & Wales University 2002 — 2006
BA, Financial Management Services
Fidelity Investments November 2010 - Present
RG Realty LLC 2014 - 2014
Fidelity Investments 2011 - 2011
Fidelity Investments September 2009 - July 2010
Fidelity Investments April 2007 - September 2009
Sovereign Bank May 2006 - October 2006
Mass Mutual Financial Group November 2005 - February 2006
Johnson & Wales University 2002 - 2004
Castillo Insurance, Insurance Agent November 2001 - August 2003
Skills
Teamwork, Analytical Skills, Securities Regulation, Series 7, Series 24, Risk Management, Process Improvement, Problem Solving, Spanish-speaking, Training, FINRA, Finance, Access
Education
Johnson and Wales University 2002 — 2007
M.B.A, Global Business Leadership; Financial Management
Johnson & Wales University 2002 — 2006
BA, Financial Management Services
Beau O'Brien's Fidelity Investments Experience July 2013 - Present
Job Associate Systems Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
NGL Energy Partners June 2012 - July 2013
Staples October 2009 - June 2011
Skills
Network Administration, Network Security, Wireless Networking, Cisco Networking, OS Virtualization, Backup Solutions, Visual C++
Education
Johnson and Wales University 2011 — 2013
Bachelors of Science (B.S.), Network Engineering
Quinebaug Valley Community College 2008 — 2011
Associate of Science (A.S.), Computer Networking
Fidelity Investments July 2013 - Present
NGL Energy Partners June 2012 - July 2013
Staples October 2009 - June 2011
Skills
Network Administration, Network Security, Wireless Networking, Cisco Networking, OS Virtualization, Backup Solutions, Visual C++
Education
Johnson and Wales University 2011 — 2013
Bachelors of Science (B.S.), Network Engineering
Quinebaug Valley Community College 2008 — 2011
Associate of Science (A.S.), Computer Networking
Nicole Haygazian Nicole Haygazian's Fidelity Investments Experience May 2005 - Present
Job Financial Accountant III at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2005 - Present
Liberty Mutual Group March 2002 - May 2005
Skills
Excel, Essbase, Oracle Applications, Accounting, Insurance, Microsoft Office
Education
Johnson and Wales University 1998 — 2002
Bachelor of Science, Accounting
Fidelity Investments May 2005 - Present
Liberty Mutual Group March 2002 - May 2005
Skills
Excel, Essbase, Oracle Applications, Accounting, Insurance, Microsoft Office
Education
Johnson and Wales University 1998 — 2002
Bachelor of Science, Accounting
Yolanda Covington Yolanda Covington's Fidelity Investments Experience 2002 - 2005
Job Benefits Administration at Xerox
Industry Information Technology and Services
Stephanie M. Paul Stephanie M. Paul's Fidelity Investments Experience October 2013 - Present
Job Event Coordinator at Fidelity Investments
Industry Hospitality
Experience
Details... by Stephanie May 2013 - Present
Fidelity Investments October 2013 - Present
The Providence Performing Arts Center November 2007 - Present
Fidelity Investments August 2012 - October 2013
Urschel Tool September 2011 - January 2012
Bethany Home of Rhode Island May 2011 - January 2012
Gloria Gemma Breast Cancer Resource Foundation May 2011 - October 2011
Sangster Insurance / Chamber Benefits Group February 2006 - February 2011
Institute for Operations Research and Management Sciences 2009 - 2011
Blithewold Mansion May 2008 - October 2008
Skills
Microsoft Office, Customer Experience, Meeting Planning, Event Planning, Details, Event Management, Customer Service, Parties, Microsoft Word, PowerPoint, Microsoft Excel, Public Relations, Hospitality, Corporate Events, Fundraising, Time Management, Program Management, Microsoft Publisher, Flowers, Project Planning, Editing, Management, Marketing
Education
Johnson and Wales University 2005 — 2007
Bachelors, Event Management
Details... by Stephanie May 2013 - Present
Fidelity Investments October 2013 - Present
The Providence Performing Arts Center November 2007 - Present
Fidelity Investments August 2012 - October 2013
Urschel Tool September 2011 - January 2012
Bethany Home of Rhode Island May 2011 - January 2012
Gloria Gemma Breast Cancer Resource Foundation May 2011 - October 2011
Sangster Insurance / Chamber Benefits Group February 2006 - February 2011
Institute for Operations Research and Management Sciences 2009 - 2011
Blithewold Mansion May 2008 - October 2008
Skills
Microsoft Office, Customer Experience, Meeting Planning, Event Planning, Details, Event Management, Customer Service, Parties, Microsoft Word, PowerPoint, Microsoft Excel, Public Relations, Hospitality, Corporate Events, Fundraising, Time Management, Program Management, Microsoft Publisher, Flowers, Project Planning, Editing, Management, Marketing
Education
Johnson and Wales University 2005 — 2007
Bachelors, Event Management
Annabelle Esther Suero Annabelle Esther Suero's Fidelity Investments Experience January 2013 - Present
Job Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments June 2012 - December 2012
Johnson & Wales University August 2010 - November 2012
FM Global June 2011 - December 2011
Johnson & Wales University September 2008 - August 2010
Skills
C, C++, PeopleSoft, PeopleCode, PeopleTools, Java, XHTML, CSS, Objective-C, Xcode, Microsoft Office, Visual Basic, SQL, MySQL, SQR, Oracle, Crystal Reports, Wireshark, Eclipse, Gimp, Visual Studio, JavaScript, OOP, Dreamweaver, TCP/IP, HTML, Agile Methodologies, COBOL, Windows Server, Linux
Education
Johnson and Wales University 2008 — 2012
Bachelor of Science, Computer Programming, Software Engineering, Network Engineering
Fidelity Investments January 2013 - Present
Fidelity Investments June 2012 - December 2012
Johnson & Wales University August 2010 - November 2012
FM Global June 2011 - December 2011
Johnson & Wales University September 2008 - August 2010
Skills
C, C++, PeopleSoft, PeopleCode, PeopleTools, Java, XHTML, CSS, Objective-C, Xcode, Microsoft Office, Visual Basic, SQL, MySQL, SQR, Oracle, Crystal Reports, Wireshark, Eclipse, Gimp, Visual Studio, JavaScript, OOP, Dreamweaver, TCP/IP, HTML, Agile Methodologies, COBOL, Windows Server, Linux
Education
Johnson and Wales University 2008 — 2012
Bachelor of Science, Computer Programming, Software Engineering, Network Engineering
Timothy P. Carroll Timothy P. Carroll's Fidelity Investments Experience March 2005 - 2007
Job Marketing Director / Orthodontic Assistant
Industry Medical Practice
Experience
Twin Bridge Design Co. August 2010 - Present
GerrityStone 2008 - 2010
Technical Needs 2007 - 2008
Fidelity Investments March 2005 - 2007
Allied Kitchen & Bath 2005 - 2006
Royal Caribbean International 2003 - 2004
Education
Mount Washington College 2007 — 2010
Interior Design
Johnson & Wales University 2002 — 2003
Marketing
Chelmsford High School
Twin Bridge Design Co. August 2010 - Present
GerrityStone 2008 - 2010
Technical Needs 2007 - 2008
Fidelity Investments March 2005 - 2007
Allied Kitchen & Bath 2005 - 2006
Royal Caribbean International 2003 - 2004
Education
Mount Washington College 2007 — 2010
Interior Design
Johnson & Wales University 2002 — 2003
Marketing
Chelmsford High School
Michelle Lajoie Michelle Lajoie's Fidelity Investments Experience January 2011 - August 2012
Job Sr Human Resources Support/Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments - Asset Management September 2012 - Present
Fidelity Investments January 2011 - August 2012
Fidelity Investments January 2006 - December 2010
UnitedHealthcare September 2001 - January 2006
Tufts Health Plan April 1997 - February 2000
Skills
Marketing Communications, Insurance, Employee Benefits, Outlook, Customer Service, Financial Services, Process Improvement, Lotus Notes, Account Management, Microsoft Excel, Team Building, Leadership
Education
Johnson & Wales University 1986 — 1994
BS, Management
Cumberland High School 1982 — 1986
Fidelity Investments - Asset Management September 2012 - Present
Fidelity Investments January 2011 - August 2012
Fidelity Investments January 2006 - December 2010
UnitedHealthcare September 2001 - January 2006
Tufts Health Plan April 1997 - February 2000
Skills
Marketing Communications, Insurance, Employee Benefits, Outlook, Customer Service, Financial Services, Process Improvement, Lotus Notes, Account Management, Microsoft Excel, Team Building, Leadership
Education
Johnson & Wales University 1986 — 1994
BS, Management
Cumberland High School 1982 — 1986
Jennifer Beyer Jennifer Beyer's Fidelity Investments Experience July 2006 - February 2012
Job Head of Client Advisory Center Business Technology at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley September 2015 - Present
MaritzCX (formerly Allegiance Software) February 2012 - September 2015
Fidelity Investments July 2006 - February 2012
Cox Communications January 2001 - July 2006
Skills
Marketing Communications, Product Development, Product Launch, Market Research, Product Marketing, Segmentation, Cross-functional Team..., B2B, Analytics, Data Analysis, Direct Marketing, Market Analysis, Customer Satisfaction, Marketing Strategy, Strategic Planning, Enterprise Software, Business Strategy, E-commerce, New Business Development, CRM, Strategy, Customer Experience, Competitive Analysis, Program Management, Customer Insight, Integrated Marketing, Brand Development, Account Management, Marketing Research, Marketing, Leadership, Customer Retention, Lead Generation, Strategic Partnerships, Voice of the Customer..., Voice of the Customer, Customer Experience..., Customer Experience...
Education
Johnson & Wales University 2003 — 2005
Master of Business Administration (M.B.A.), Global Business Leadership
University of South Florida 1999 — 2000
Certification, Web Design for Business and Marketing
Saint Leo University 1995 — 1999
BA, Business Administration
Morgan Stanley September 2015 - Present
MaritzCX (formerly Allegiance Software) February 2012 - September 2015
Fidelity Investments July 2006 - February 2012
Cox Communications January 2001 - July 2006
Skills
Marketing Communications, Product Development, Product Launch, Market Research, Product Marketing, Segmentation, Cross-functional Team..., B2B, Analytics, Data Analysis, Direct Marketing, Market Analysis, Customer Satisfaction, Marketing Strategy, Strategic Planning, Enterprise Software, Business Strategy, E-commerce, New Business Development, CRM, Strategy, Customer Experience, Competitive Analysis, Program Management, Customer Insight, Integrated Marketing, Brand Development, Account Management, Marketing Research, Marketing, Leadership, Customer Retention, Lead Generation, Strategic Partnerships, Voice of the Customer..., Voice of the Customer, Customer Experience..., Customer Experience...
Education
Johnson & Wales University 2003 — 2005
Master of Business Administration (M.B.A.), Global Business Leadership
University of South Florida 1999 — 2000
Certification, Web Design for Business and Marketing
Saint Leo University 1995 — 1999
BA, Business Administration
Sabin Densmore Sabin Densmore's Fidelity Investments Experience January 2006 - July 2014
Job Sr. User Experience Designer / Information Architect at TIAACREF
Industry Design
Experience
TIAA-CREF July 2014 - Present
Fidelity Investments January 2006 - July 2014
Sherbert Interactive November 2003 - January 2006
Mullen June 2000 - November 2003
The Fitchburg Sentinel Enterprise January 2000 - June 2000
Self-employed May 1998 - June 2000
The Gardner News October 1998 - January 2000
Skills
Information Architecture, User Experience, User Interface Design, Wireframes, User Experience Design, Information Design, User-centered Design, Usability Testing, Persona, Interaction Design, Web Design, Wire Framing, Card Sorting, Experience Design, User Research, Mobile Applications, Interactive Marketing, Contextual Inquiry, Information Mapping, Systems Philosophy, Taxonomy, Cybernetics, Systems Modeling, Philosophy of Mind, Design Thinking, Lego Serious Play
Education
Johnson State College 2012 — 2015
Master of Arts (M.A.), Second-order Cybernetics, Phenomenology, Complex Systems, Education
Johnson State College 1993 — 1998
BA, Literature, Cum Laude
Hazen Union 1989 — 1993
TIAA-CREF July 2014 - Present
Fidelity Investments January 2006 - July 2014
Sherbert Interactive November 2003 - January 2006
Mullen June 2000 - November 2003
The Fitchburg Sentinel Enterprise January 2000 - June 2000
Self-employed May 1998 - June 2000
The Gardner News October 1998 - January 2000
Skills
Information Architecture, User Experience, User Interface Design, Wireframes, User Experience Design, Information Design, User-centered Design, Usability Testing, Persona, Interaction Design, Web Design, Wire Framing, Card Sorting, Experience Design, User Research, Mobile Applications, Interactive Marketing, Contextual Inquiry, Information Mapping, Systems Philosophy, Taxonomy, Cybernetics, Systems Modeling, Philosophy of Mind, Design Thinking, Lego Serious Play
Education
Johnson State College 2012 — 2015
Master of Arts (M.A.), Second-order Cybernetics, Phenomenology, Complex Systems, Education
Johnson State College 1993 — 1998
BA, Literature, Cum Laude
Hazen Union 1989 — 1993
Elizabeth N Femino's Fidelity Investments Experience July 2011 - August 2012
Job Marketing Manager at EMC
Industry Information Services
Experience
EMC July 2012 - Present
Fidelity Investments July 2011 - August 2012
Lifespan July 2009 - July 2011
Lifespan July 2005 - July 2009
Citizens Bank April 2002 - July 2005
Skills
Marketing Communications, Strategy, Marketing Strategy, Marketing, Internal Communications, Copywriting, Strategic Communications, Advertising, Project Management, Management, Program Management, Editing, Budgets, Project Planning, Market Research, Leadership
Education
Johnson & Wales University 2001 — 2005
B.S., Marketing Communications
Johnson and Wales University 2001 — 2005
Career Path; Associates of Science, Marketing Management
Johnson & Wales University 2001 — 2003
A.S., Advertising Communications
EMC July 2012 - Present
Fidelity Investments July 2011 - August 2012
Lifespan July 2009 - July 2011
Lifespan July 2005 - July 2009
Citizens Bank April 2002 - July 2005
Skills
Marketing Communications, Strategy, Marketing Strategy, Marketing, Internal Communications, Copywriting, Strategic Communications, Advertising, Project Management, Management, Program Management, Editing, Budgets, Project Planning, Market Research, Leadership
Education
Johnson & Wales University 2001 — 2005
B.S., Marketing Communications
Johnson and Wales University 2001 — 2005
Career Path; Associates of Science, Marketing Management
Johnson & Wales University 2001 — 2003
A.S., Advertising Communications
Nicholas Maly Nicholas Maly's Fidelity Investments Experience September 2013 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Levy Restaurants September 2009 - Present
AXA Advisors December 2011 - September 2013
Waddell & Reed March 2011 - May 2011
Skyhawks Sports Academy June 2006 - August 2010
Bungalow Bar May 2009 - August 2009
Skills
Personal Financial..., Retirement Planning, Life Insurance, Investment Strategies, Portfolio Management, Pensions
Education
Johnson & Wales University-Denver 2008 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Mayville State University 2006 — 2008
Business Administration and Management, General
Fidelity Investments September 2013 - Present
Levy Restaurants September 2009 - Present
AXA Advisors December 2011 - September 2013
Waddell & Reed March 2011 - May 2011
Skyhawks Sports Academy June 2006 - August 2010
Bungalow Bar May 2009 - August 2009
Skills
Personal Financial..., Retirement Planning, Life Insurance, Investment Strategies, Portfolio Management, Pensions
Education
Johnson & Wales University-Denver 2008 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Mayville State University 2006 — 2008
Business Administration and Management, General
Sean Morse Sean Morse's Fidelity Investments Experience July 2012 - August 2015
Job Software Engineer
Industry Information Services
Experience
Cimpress August 2015 - Present
Fidelity Investments July 2012 - August 2015
Blue Cross & Blue Shield Of RI June 2011 - June 2012
Wal-Mart December 2007 - June 2011
Skills
jQuery, SQL, ASP.NET, CSS, Linux, Java, XML, Visual Studio, Software Development, C#, JavaScript, C++, C, Visual Basic, Android, Software Engineering, Programming, SQL Server, HTML, .NET, Web Development, Eclipse, MySQL, ASP.NET MVC, Spring, MVC 2/3, JSP, jQuery UI, Silverlight, Unity, Microsoft SQL Server, Web Services, Akka, Gemfire, Github, ClearCase, Agile Methodologies
Education
Johnson and Wales University 2008 — 2012
Bachelor of Science, Software Engineer
Johnson and Wales University 2008 — 2010
Associates in Science, Programming
Cimpress August 2015 - Present
Fidelity Investments July 2012 - August 2015
Blue Cross & Blue Shield Of RI June 2011 - June 2012
Wal-Mart December 2007 - June 2011
Skills
jQuery, SQL, ASP.NET, CSS, Linux, Java, XML, Visual Studio, Software Development, C#, JavaScript, C++, C, Visual Basic, Android, Software Engineering, Programming, SQL Server, HTML, .NET, Web Development, Eclipse, MySQL, ASP.NET MVC, Spring, MVC 2/3, JSP, jQuery UI, Silverlight, Unity, Microsoft SQL Server, Web Services, Akka, Gemfire, Github, ClearCase, Agile Methodologies
Education
Johnson and Wales University 2008 — 2012
Bachelor of Science, Software Engineer
Johnson and Wales University 2008 — 2010
Associates in Science, Programming
Casey Craig's Fidelity Investments Experience 2003 - 2009
Job Regional Director at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement October 2014 - Present
Putnam Investments February 2009 - Present
Fidelity Investments 2003 - 2009
Boston Celtics 1999 - 2003
Skills
Sales Management, Product Marketing, Advertising, Corporate Finance, Financial Planning, Investments, Series 7, Strategic Planning, Financial Services, Strategic Financial..., CRM, Leadership, Business Development, Defined Contribution, Competitive Analysis, Retirement, New Business Development, Relationship Management, Mutual Funds, Management, Business Planning, Marketing, Budgets, Series 63, Strategy, 401k
Education
West Virginia University 1997 — 1999
MS, Sports Administration
Juniata College 1993 — 1997
BS, Business Management
Westmont Hilltop 1990 — 1993
HS
EMPOWER Retirement October 2014 - Present
Putnam Investments February 2009 - Present
Fidelity Investments 2003 - 2009
Boston Celtics 1999 - 2003
Skills
Sales Management, Product Marketing, Advertising, Corporate Finance, Financial Planning, Investments, Series 7, Strategic Planning, Financial Services, Strategic Financial..., CRM, Leadership, Business Development, Defined Contribution, Competitive Analysis, Retirement, New Business Development, Relationship Management, Mutual Funds, Management, Business Planning, Marketing, Budgets, Series 63, Strategy, 401k
Education
West Virginia University 1997 — 1999
MS, Sports Administration
Juniata College 1993 — 1997
BS, Business Management
Westmont Hilltop 1990 — 1993
HS
Jacqueline (Blake) Carvalho Jacqueline (Blake) Carvalho's Fidelity Investments Experience June 2012 - Present
Job Senior Risk Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments September 2010 - June 2012
JPMorgan Chase January 2010 - September 2010
Wellington Management December 2007 - July 2008
Fidelity Investments November 2006 - December 2007
Skills
Risk Management, Fraud Detection, Check Fraud, Customer Experience, Financial Services
Education
Johnson and Wales University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Northeastern University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Marketing
Fidelity Investments June 2012 - Present
Fidelity Investments September 2010 - June 2012
JPMorgan Chase January 2010 - September 2010
Wellington Management December 2007 - July 2008
Fidelity Investments November 2006 - December 2007
Skills
Risk Management, Fraud Detection, Check Fraud, Customer Experience, Financial Services
Education
Johnson and Wales University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Northeastern University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Marketing
Courtney Louro Courtney Louro's Fidelity Investments Experience September 2007 - Present
Job Client Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2007 - Present
Skills
Financial Analysis, Investments, Mutual Funds, Series 7, Alternative Investments, Securities, Strategic Financial..., Asset Allocation, Finance, Financial Services, Private Equity, Financial Markets, Risk Management, Due Diligence, Wealth Management, Banking, Analysis, Financial Planning
Education
Johnson and Wales University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Fidelity Investments September 2007 - Present
Skills
Financial Analysis, Investments, Mutual Funds, Series 7, Alternative Investments, Securities, Strategic Financial..., Asset Allocation, Finance, Financial Services, Private Equity, Financial Markets, Risk Management, Due Diligence, Wealth Management, Banking, Analysis, Financial Planning
Education
Johnson and Wales University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Christopher Brien Christopher Brien's Fidelity Investments Experience October 2013 - August 2014
Job Regional Retirement Plan Professional / Sales Representative for the Principal Financial Group/ Princor Registered Rep”
Industry Financial Services
Experience
Principal Financial Group September 2014 - Present
Fidelity Investments October 2013 - August 2014
Fidelity Investments August 2009 - October 2013
Fidelity Investments July 2004 - August 2009
Skills
Retirement, Defined Contribution, Wealth Management, Retirement Planning, Financial Services, Portfolio Management, 401k, Financial Advisory, Finance
Education
Johnson & Wales University 1997 — 2000
Bachelor's Degree, Marketing
Principal Financial Group September 2014 - Present
Fidelity Investments October 2013 - August 2014
Fidelity Investments August 2009 - October 2013
Fidelity Investments July 2004 - August 2009
Skills
Retirement, Defined Contribution, Wealth Management, Retirement Planning, Financial Services, Portfolio Management, 401k, Financial Advisory, Finance
Education
Johnson & Wales University 1997 — 2000
Bachelor's Degree, Marketing
Roxann Woods's Fidelity Investments Experience July 2009 - Present
Job Brokerage Representative IV Team Leader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2009 - Present
Fidelity Investments August 2007 - November 2009
Skills
Asset Allocation, Equities, Financial Services, Investments, Mutual Funds, Retirement, Securities, Series 24, Series 63, Series 7, Analysis, Business Analysis, Series 6, 401k
Education
Johnson & Wales University 1999 — 2000
Business Administration and Management, General
Community College of Rhode Island 1986 — 1987
Business Administration and Management, General
Fidelity Investments July 2009 - Present
Fidelity Investments August 2007 - November 2009
Skills
Asset Allocation, Equities, Financial Services, Investments, Mutual Funds, Retirement, Securities, Series 24, Series 63, Series 7, Analysis, Business Analysis, Series 6, 401k
Education
Johnson & Wales University 1999 — 2000
Business Administration and Management, General
Community College of Rhode Island 1986 — 1987
Business Administration and Management, General
Timothy Bugler's Fidelity Investments Experience November 2000 - October 2002
Job Lieutenant at Lowell Fire Department
Industry Public Safety
Experience
Lowell Fire Department May 2015 - Present
A-Zabbo Associates June 2010 - Present
Lowell Fire Department July 2010 - May 2015
Enterprise Bank (Enterprise Bancorp) June 2007 - July 2011
Enterprise Bank (Enterprise Bancorp) November 2010 - March 2011
Enterprise Bank (Enterprise Bancorp) November 2005 - June 2007
Enterprise Bank (Enterprise Bancorp) October 2002 - November 2005
Fidelity Investments November 2000 - October 2002
Skills
Firefighting, EMT, Hazardous Materials..., Appraisal Skills, Credit, Banking, Portfolio Management, Real Estate, Credit Analysis, Commercial Lending, Mortgage Lending, Loans, Finance, Investments
Education
Johnson and Wales University 1998 — 2002
BS, International Business & Finance
Merrimack College 2004 — 2006
Cert, Certified Financial Planning
Middlesex Community College 2012 — 2013
Associate of Arts and Sciences (AAS), Fire Science/Fire-fighting
Lowell Fire Department May 2015 - Present
A-Zabbo Associates June 2010 - Present
Lowell Fire Department July 2010 - May 2015
Enterprise Bank (Enterprise Bancorp) June 2007 - July 2011
Enterprise Bank (Enterprise Bancorp) November 2010 - March 2011
Enterprise Bank (Enterprise Bancorp) November 2005 - June 2007
Enterprise Bank (Enterprise Bancorp) October 2002 - November 2005
Fidelity Investments November 2000 - October 2002
Skills
Firefighting, EMT, Hazardous Materials..., Appraisal Skills, Credit, Banking, Portfolio Management, Real Estate, Credit Analysis, Commercial Lending, Mortgage Lending, Loans, Finance, Investments
Education
Johnson and Wales University 1998 — 2002
BS, International Business & Finance
Merrimack College 2004 — 2006
Cert, Certified Financial Planning
Middlesex Community College 2012 — 2013
Associate of Arts and Sciences (AAS), Fire Science/Fire-fighting
Sharon Moran, PMP Sharon Moran, PMP's Fidelity Investments Experience February 2007 - Present
Job Senior Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2007 - Present
IBM Corporation 1998 - 2003
IBM Corporation 1993 - 1998
Skills
SDLC, Cross-functional Team..., PMP, Analysis, Outsourcing, Program Management, Software Development..., Vendor Management, Business Process..., Project Portfolio..., PMO, Management, ITIL
Education
Juniata College
B.S., Experimental Psychology
University of Louisville
Ph.D, M.A., Experimental Psychology
Fidelity Investments February 2007 - Present
IBM Corporation 1998 - 2003
IBM Corporation 1993 - 1998
Skills
SDLC, Cross-functional Team..., PMP, Analysis, Outsourcing, Program Management, Software Development..., Vendor Management, Business Process..., Project Portfolio..., PMO, Management, ITIL
Education
Juniata College
B.S., Experimental Psychology
University of Louisville
Ph.D, M.A., Experimental Psychology
Nathan Stewart's Fidelity Investments Experience July 2006 - December 2009
Job Divisional Guidance Manager at Scottrade
Industry Financial Services
Experience
Scottrade Investment Management December 2013 - Present
E*TRADE Financial July 2012 - November 2013
KeyBank July 2011 - August 2012
Merrill Lynch January 2010 - July 2011
Fidelity Investments July 2006 - December 2009
Fidelity Investments September 2005 - July 2006
Education
Johnson State College 2001 — 2005
Bachelors, Business Management
Suffolk University - Sawyer Business School
Scottrade Investment Management December 2013 - Present
E*TRADE Financial July 2012 - November 2013
KeyBank July 2011 - August 2012
Merrill Lynch January 2010 - July 2011
Fidelity Investments July 2006 - December 2009
Fidelity Investments September 2005 - July 2006
Education
Johnson State College 2001 — 2005
Bachelors, Business Management
Suffolk University - Sawyer Business School
Meg Rodzen Meg Rodzen's Fidelity Investments Experience May 2006 - August 2009
Job Account Manager at Site Savvy
Industry Events Services
Experience
Site Savvy December 2009 - Present
JMR Events August 2009 - Present
Fidelity Investments May 2006 - August 2009
Make-A-Wish Foundation of Colorado, Inc. 2004 - 2005
Skills
Contract Negotiation, Event Management, Project Planning, Sponsorship, Meeting Planning, Marketing Communications, Trade Shows
Education
Johnson & Wales University 2008 — 2010
MBA, Hospitality
Johnson & Wales University 2002 — 2006
King Philip
Site Savvy December 2009 - Present
JMR Events August 2009 - Present
Fidelity Investments May 2006 - August 2009
Make-A-Wish Foundation of Colorado, Inc. 2004 - 2005
Skills
Contract Negotiation, Event Management, Project Planning, Sponsorship, Meeting Planning, Marketing Communications, Trade Shows
Education
Johnson & Wales University 2008 — 2010
MBA, Hospitality
Johnson & Wales University 2002 — 2006
King Philip
Brian Cody; Owner,Mass Real Estate Agent, Landlord Brian Cody; Owner,Mass Real Estate Agent, Landlord's Fidelity Investments Experience January 2007 - September 2008
Job Owner/Dog Walker at Affordable&Dependable Dog Walking & Pet Sitting
Industry Real Estate
Experience
NortonAffordableDogWalkingandPetSitting March 2012 - Present
19-21 High St Properties LLC August 2010 - Present
The Cody Company 2004 - Present
New World Realty Advisors March 2011 - October 2014
Fidelity Investments January 2007 - September 2008
fidelity Investments 2007 - 2008
New York Life Insurance March 2006 - January 2007
Skills
Dog Walking, Pet CPR & First aid..., Real Estate, Investment Properties, First Time Home Buyers, Sellers, Real Estate Transactions, Residential Homes, Property Management, Commercial Real Estate, Investors, Rentals, Blogging, Real Property, Loans, Property, Facebook, Management, Short Sales, IRAs, Press Releases, Publishing, Referrals, Foreclosures, Small Business, Customer Service, Finance
Education
Johnson State College 1982 — 1986
BA, Government, Minor History
Melrose Highschool, Melrose, Ma 1973 — 1975
Dipolma, College prep
NortonAffordableDogWalkingandPetSitting March 2012 - Present
19-21 High St Properties LLC August 2010 - Present
The Cody Company 2004 - Present
New World Realty Advisors March 2011 - October 2014
Fidelity Investments January 2007 - September 2008
fidelity Investments 2007 - 2008
New York Life Insurance March 2006 - January 2007
Skills
Dog Walking, Pet CPR & First aid..., Real Estate, Investment Properties, First Time Home Buyers, Sellers, Real Estate Transactions, Residential Homes, Property Management, Commercial Real Estate, Investors, Rentals, Blogging, Real Property, Loans, Property, Facebook, Management, Short Sales, IRAs, Press Releases, Publishing, Referrals, Foreclosures, Small Business, Customer Service, Finance
Education
Johnson State College 1982 — 1986
BA, Government, Minor History
Melrose Highschool, Melrose, Ma 1973 — 1975
Dipolma, College prep
Christine Ducharme Christine Ducharme's Fidelity Investments Experience October 2000 - October 2001
Job Vice President, Membership Development
Industry Public Policy
Experience
Business & Industry Association of NH (BIA) January 2012 - Present
Business & Industry Association of NH January 2008 - January 2012
The Event Center at C.R. Sparks July 2007 - January 2008
Sheraton February 2005 - July 2007
Saphire Manor June 2002 - June 2004
Fidelity Investments October 2000 - October 2001
Providence Warwick Convention & Visitors Bureau April 1997 - July 1998
Skills
Business Development, Marketing Strategy, Social Media, Strategic Planning, Sales, Social Media Marketing, Marketing, Leadership, Program Management, New Business Development, Event Management, Nonprofits, Online Advertising, Social Networking, Public Relations, Email Marketing, Online Marketing, Negotiation, Public Speaking, Team Building, Marketing Communications, Event Planning, Lead Generation, Fundraising, Entrepreneurship, Media Relations, Small Business
Education
Johnson and Wales University 1994 — 1999
BS, Hospitality Sales
Business & Industry Association of NH (BIA) January 2012 - Present
Business & Industry Association of NH January 2008 - January 2012
The Event Center at C.R. Sparks July 2007 - January 2008
Sheraton February 2005 - July 2007
Saphire Manor June 2002 - June 2004
Fidelity Investments October 2000 - October 2001
Providence Warwick Convention & Visitors Bureau April 1997 - July 1998
Skills
Business Development, Marketing Strategy, Social Media, Strategic Planning, Sales, Social Media Marketing, Marketing, Leadership, Program Management, New Business Development, Event Management, Nonprofits, Online Advertising, Social Networking, Public Relations, Email Marketing, Online Marketing, Negotiation, Public Speaking, Team Building, Marketing Communications, Event Planning, Lead Generation, Fundraising, Entrepreneurship, Media Relations, Small Business
Education
Johnson and Wales University 1994 — 1999
BS, Hospitality Sales
Lisa Sottile Lisa Sottile's Fidelity Investments Experience September 2010 - April 2011
Job Technical Support Specialist at Pride Media LLC
Industry Information Technology and Services
Experience
Media Partners LLC July 2013 - Present
Rainbow Butterfly Design September 1998 - Present
Pride Media LLC July 2013 - January 2014
Fidelity Investments September 2010 - April 2011
ACS – a Xerox company November 2009 - November 2010
Rune Media January 2006 - December 2007
NCSU November 2006 - May 2007
Productivity Point January 2006 - March 2006
Wake Technical Community College August 2000 - June 2005
NCSU February 2004 - February 2005
Skills
Dreamweaver, Adobe Acrobat, Flash, Illustrator, HTML, JavaScript, FrontPage, Graphic Design, Microsoft Publisher, FrameMaker, Front Office, Homesite, ImageReady, Fax, GoLive, photoshop, Elearning, Photoshop, WordPress, Training, Microsoft Office, E-Learning, Adobe Fireworks, Web Development, Instructional Design, Editing
Education
Wake Technical Community College 1997 — 2000
AAS, Informations Systems/Web Design/Graphic Design
Johnson & Wales University 1984 — 1987
AAS, Travel. Tourism and Hospitality Management
Media Partners LLC July 2013 - Present
Rainbow Butterfly Design September 1998 - Present
Pride Media LLC July 2013 - January 2014
Fidelity Investments September 2010 - April 2011
ACS – a Xerox company November 2009 - November 2010
Rune Media January 2006 - December 2007
NCSU November 2006 - May 2007
Productivity Point January 2006 - March 2006
Wake Technical Community College August 2000 - June 2005
NCSU February 2004 - February 2005
Skills
Dreamweaver, Adobe Acrobat, Flash, Illustrator, HTML, JavaScript, FrontPage, Graphic Design, Microsoft Publisher, FrameMaker, Front Office, Homesite, ImageReady, Fax, GoLive, photoshop, Elearning, Photoshop, WordPress, Training, Microsoft Office, E-Learning, Adobe Fireworks, Web Development, Instructional Design, Editing
Education
Wake Technical Community College 1997 — 2000
AAS, Informations Systems/Web Design/Graphic Design
Johnson & Wales University 1984 — 1987
AAS, Travel. Tourism and Hospitality Management
Joshua Groleau's Fidelity Investments Experience August 2015 - Present
Job Implementation Project Manager II at Fidelity Investments
Industry Mechanical or Industrial Engineering
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments September 2013 - Present
Kohl's Department Stores February 2013 - September 2013
Target April 2010 - February 2013
Kohl's Department Stores May 2012 - August 2012
Johnson & Wales University June 2009 - August 2011
Atrion Networking Corporation 2010 - 2010
Education
Johnson and Wales University 2008 — 2012
Bachelor of Science, Management
Johnson & Wales University 2008 — 2010
Associate of Science, Robotics Engineering Technology
Fidelity Investments August 2015 - Present
Fidelity Investments September 2013 - Present
Kohl's Department Stores February 2013 - September 2013
Target April 2010 - February 2013
Kohl's Department Stores May 2012 - August 2012
Johnson & Wales University June 2009 - August 2011
Atrion Networking Corporation 2010 - 2010
Education
Johnson and Wales University 2008 — 2012
Bachelor of Science, Management
Johnson & Wales University 2008 — 2010
Associate of Science, Robotics Engineering Technology
Christian Davies Christian Davies's Fidelity Investments Experience February 2008 - January 2011
Job HRIS Specialist/Analyst at Johnson & Wales University
Industry Pharmaceuticals
Experience
Johnson & Wales University May 2012 - Present
Johnson & Wales University June 2011 - May 2012
CVS Caremark Corporation January 2011 - June 2011
Fidelity Investments February 2008 - January 2011
Fidelity Investments December 2006 - February 2008
Fidelity Investments February 2004 - December 2006
Fidelity Investments August 2000 - February 2004
DavBros Consulting December 2001 - October 2003
Fidelity Investments July 1999 - August 2000
Putnam Investments January 1999 - July 1999
Skills
XML, Visio, Requirements Gathering, Unix, SQL, JCL, SharePoint, COBOL, DB2
Education
Johnson and Wales University 2014 — 2017
Rhode Island College 1993 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General
Johnson & Wales University May 2012 - Present
Johnson & Wales University June 2011 - May 2012
CVS Caremark Corporation January 2011 - June 2011
Fidelity Investments February 2008 - January 2011
Fidelity Investments December 2006 - February 2008
Fidelity Investments February 2004 - December 2006
Fidelity Investments August 2000 - February 2004
DavBros Consulting December 2001 - October 2003
Fidelity Investments July 1999 - August 2000
Putnam Investments January 1999 - July 1999
Skills
XML, Visio, Requirements Gathering, Unix, SQL, JCL, SharePoint, COBOL, DB2
Education
Johnson and Wales University 2014 — 2017
Rhode Island College 1993 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General
Chris Carboneau's Fidelity Investments Experience September 2013 - Present
Job VP, Branch Office Manager
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments January 2013 - August 2013
Fidelity Investments November 2010 - January 2013
Fidelity Investments October 2008 - November 2010
Fidelity Investments June 2008 - September 2008
Fidelity Investments March 2008 - June 2008
Fidelity Investments November 2006 - March 2008
Fidelity Investments January 2005 - November 2006
Fidelity Investments August 2004 - December 2005
Hilton 2003 - 2004
Skills
Offshoring, Program Management, Sales Management, Process Improvement, People Development, Management, Product Development, Product Design, Strategic Planning, Business Analysis, Operations Management, Sales Operations, Executive Presentations, Relationship Management, Business Process Design, Sales Process..., Sales Process..., Business Unit Start-up, New Business Set-up, Hospitality Management, Union Management, Customer Satisfaction, Six Sigma, Product Management, Sales, Project Management, Mutual Funds, Investments, Financial Services, Leadership, Risk Management, Series 7, Portfolio Management, Series 63, Finance, Customer Service, Financial Planning, Wealth Management, Retirement Planning, Strategy, Marketing, CRM, Retirement, Microsoft Excel, Team Building, Asset Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2016
Master of Finance (MSF), NYU/Hong Kong Institute of Science and Technology - Global Finance
Johnson and Wales University 2002 — 2004
MBA, Hospitality Administration/Management
University of Massachusetts Dartmouth 1998 — 2002
Bachelor of Science (BS), Business Marketing Concentration and Economics Minor
Berkshire School 1997 — 1998
Post Grad
Falmouth High School 1993 — 1997
High School
Fidelity Investments September 2013 - Present
Fidelity Investments January 2013 - August 2013
Fidelity Investments November 2010 - January 2013
Fidelity Investments October 2008 - November 2010
Fidelity Investments June 2008 - September 2008
Fidelity Investments March 2008 - June 2008
Fidelity Investments November 2006 - March 2008
Fidelity Investments January 2005 - November 2006
Fidelity Investments August 2004 - December 2005
Hilton 2003 - 2004
Skills
Offshoring, Program Management, Sales Management, Process Improvement, People Development, Management, Product Development, Product Design, Strategic Planning, Business Analysis, Operations Management, Sales Operations, Executive Presentations, Relationship Management, Business Process Design, Sales Process..., Sales Process..., Business Unit Start-up, New Business Set-up, Hospitality Management, Union Management, Customer Satisfaction, Six Sigma, Product Management, Sales, Project Management, Mutual Funds, Investments, Financial Services, Leadership, Risk Management, Series 7, Portfolio Management, Series 63, Finance, Customer Service, Financial Planning, Wealth Management, Retirement Planning, Strategy, Marketing, CRM, Retirement, Microsoft Excel, Team Building, Asset Management
Education
New York University - Leonard N. Stern School of Business 2015 — 2016
Master of Finance (MSF), NYU/Hong Kong Institute of Science and Technology - Global Finance
Johnson and Wales University 2002 — 2004
MBA, Hospitality Administration/Management
University of Massachusetts Dartmouth 1998 — 2002
Bachelor of Science (BS), Business Marketing Concentration and Economics Minor
Berkshire School 1997 — 1998
Post Grad
Falmouth High School 1993 — 1997
High School
Dale Wemken Dale Wemken's Fidelity Investments Experience January 2012 - August 2012
Job Reporting Developer at Citi
Industry Market Research
Experience
Citi August 2012 - Present
Fidelity Investments January 2012 - August 2012
Cincinnati Childrens Hospital Medical Center January 2010 - July 2011
Cincinnati Children's Hospital Medical Center-www.cincinnatichildrens.org/careers 2009 - 2011
Anthem Insurance/ Wellpoint August 2009 - February 2010
Cincinnati Bell Technology Services January 2009 - July 2009
The Nielsen Company April 1999 - January 2009
The Signature Group 1987 - 1997
Skills
Databases, Microsoft SQL Server, SQL, Access, Technical Support, Program Management, Software Development, Business Intelligence, Crystal Reports, ETL, SharePoint
Education
Judson University 1997 — 1999
BA, Leadership & Management
Triton-College 1987 — 1989
AAS, Information Technology
Citi August 2012 - Present
Fidelity Investments January 2012 - August 2012
Cincinnati Childrens Hospital Medical Center January 2010 - July 2011
Cincinnati Children's Hospital Medical Center-www.cincinnatichildrens.org/careers 2009 - 2011
Anthem Insurance/ Wellpoint August 2009 - February 2010
Cincinnati Bell Technology Services January 2009 - July 2009
The Nielsen Company April 1999 - January 2009
The Signature Group 1987 - 1997
Skills
Databases, Microsoft SQL Server, SQL, Access, Technical Support, Program Management, Software Development, Business Intelligence, Crystal Reports, ETL, SharePoint
Education
Judson University 1997 — 1999
BA, Leadership & Management
Triton-College 1987 — 1989
AAS, Information Technology
Gregory Bruno, MBA's Fidelity Investments Experience November 2013 - Present
Job Success is not a spontaneous combustion, you must set yourself on fire first.
Industry Marketing and Advertising
Experience
Fidelity Investments November 2013 - Present
Access TCA June 2012 - April 2013
LW Robbins May 2011 - May 2012
Fidelity Investments May 2010 - May 2011
Eident Sports Marketing March 2009 - June 2009
Skills
Marketing, Advertising, Budgets, Customer Service, Event Management, Fundraising, Leadership, Management, Trade Shows, Time Management, Strategy, Sponsorship, PowerPoint, Account Management, Event Planning
Education
Johnson & Wales University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Johnson & Wales University 2005 — 2009
BS, Sports/Event/Entertainment Managment
Fidelity Investments November 2013 - Present
Access TCA June 2012 - April 2013
LW Robbins May 2011 - May 2012
Fidelity Investments May 2010 - May 2011
Eident Sports Marketing March 2009 - June 2009
Skills
Marketing, Advertising, Budgets, Customer Service, Event Management, Fundraising, Leadership, Management, Trade Shows, Time Management, Strategy, Sponsorship, PowerPoint, Account Management, Event Planning
Education
Johnson & Wales University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Johnson & Wales University 2005 — 2009
BS, Sports/Event/Entertainment Managment
Niko Karageorgos, MBA Niko Karageorgos, MBA's Fidelity Investments Experience May 1999 - January 2001
Job Specialty Sales Representative at Depomed, Inc.
Industry Pharmaceuticals
Experience
Depomed, Inc. January 2012 - Present
Depomed, Inc. 2012 - 2015
Pfizer March 2011 - September 2011
King Pharmaceuticals November 2007 - February 2011
King Pharmaceuticals September 2006 - October 2007
King Pharmaceuticals March 2004 - August 2006
ARGO DISTRIBUTION COMPANY OF NH INC December 2002 - February 2004
Herman Miller / Corporate Office Systems Inc. May 2001 - December 2002
Fidelity Investments May 1999 - January 2001
Fidelity Investments September 1997 - April 1999
Skills
Bilingual, Greek, Language Skills, Neurology, Oncology, Anesthesiology, Internal Medicine, Surgeons, Selling Skills, Pharmaceutical Sales, Sales Operations, Cardiology, Pain Management, Managed Care, Orthopedic, Language Development, Product Launch, Sales
Education
Johnson and Wales University 2006 — 2008
Master of Business Administration, Global Business Leadership; Organizational Leadership
Southern New Hampshire University 1992 — 1996
Bachelor of Science, Economic & Finance
Depomed, Inc. January 2012 - Present
Depomed, Inc. 2012 - 2015
Pfizer March 2011 - September 2011
King Pharmaceuticals November 2007 - February 2011
King Pharmaceuticals September 2006 - October 2007
King Pharmaceuticals March 2004 - August 2006
ARGO DISTRIBUTION COMPANY OF NH INC December 2002 - February 2004
Herman Miller / Corporate Office Systems Inc. May 2001 - December 2002
Fidelity Investments May 1999 - January 2001
Fidelity Investments September 1997 - April 1999
Skills
Bilingual, Greek, Language Skills, Neurology, Oncology, Anesthesiology, Internal Medicine, Surgeons, Selling Skills, Pharmaceutical Sales, Sales Operations, Cardiology, Pain Management, Managed Care, Orthopedic, Language Development, Product Launch, Sales
Education
Johnson and Wales University 2006 — 2008
Master of Business Administration, Global Business Leadership; Organizational Leadership
Southern New Hampshire University 1992 — 1996
Bachelor of Science, Economic & Finance
Natalia Ralph's Fidelity Investments Experience September 2012 - February 2013
Job Senior Business Development Representative
Industry Automotive
Experience
Bald Hill Dodge Chrysler Jeep December 2014 - Present
Herb Chambers Honda of Seekonk May 2013 - December 2014
Ichigo Ichie February 2013 - May 2013
Fidelity Investments September 2012 - February 2013
Metro Honda June 2011 - September 2012
New England Patriots May 2010 - January 2011
Johnson & Wales University 2010 - 2010
Skills
Customer Service, Customer Satisfaction, Training, Culinary Skills, Management, Cooking, Food, Problem Solving, Sales, Culinary Management, Time Management, Food Safety, Fine Dining, Event Management, Social Networking, Social Media, Catering, Internet Sales, Marketing, Inventory Management, Budgets, Menu Development, Restaurants, Customer Retention, Profit, Purchasing, Troubleshooting, Sales Process, Team Building
Education
Johnson & Wales University 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Culinary Arts/Chef Training
Bald Hill Dodge Chrysler Jeep December 2014 - Present
Herb Chambers Honda of Seekonk May 2013 - December 2014
Ichigo Ichie February 2013 - May 2013
Fidelity Investments September 2012 - February 2013
Metro Honda June 2011 - September 2012
New England Patriots May 2010 - January 2011
Johnson & Wales University 2010 - 2010
Skills
Customer Service, Customer Satisfaction, Training, Culinary Skills, Management, Cooking, Food, Problem Solving, Sales, Culinary Management, Time Management, Food Safety, Fine Dining, Event Management, Social Networking, Social Media, Catering, Internet Sales, Marketing, Inventory Management, Budgets, Menu Development, Restaurants, Customer Retention, Profit, Purchasing, Troubleshooting, Sales Process, Team Building
Education
Johnson & Wales University 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Culinary Arts/Chef Training
Eden Williams Eden Williams's Fidelity Investments Experience April 2013 - July 2015
Job Professional at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Sonoma Wealth Management July 2015 - Present
Fidelity Investments April 2013 - July 2015
Fidelity Investments June 2011 - April 2013
Fidelity Investments May 2005 - June 2011
Fidelity Investments November 2000 - April 2005
Skills
Investments, Financial Services, Relationship Management, Customer Service, Mutual Funds, Microsoft Excel, Retirement, Asset Management, Series 63, Equities, Retirement Planning
Education
Johnson & Wales University 1991 — 1993
Bachelor of Science, Food Services Management
Johnson & Wales University 1989 — 1991
Associate of Science (A.S.), Culinary Arts
Morgan Stanley Sonoma Wealth Management July 2015 - Present
Fidelity Investments April 2013 - July 2015
Fidelity Investments June 2011 - April 2013
Fidelity Investments May 2005 - June 2011
Fidelity Investments November 2000 - April 2005
Skills
Investments, Financial Services, Relationship Management, Customer Service, Mutual Funds, Microsoft Excel, Retirement, Asset Management, Series 63, Equities, Retirement Planning
Education
Johnson & Wales University 1991 — 1993
Bachelor of Science, Food Services Management
Johnson & Wales University 1989 — 1991
Associate of Science (A.S.), Culinary Arts
Kari Lewis Kari Lewis's Fidelity Investments Experience August 2012 - Present
Job Business Performance Senior Analyst at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments December 2000 - August 2012
Hewitt Associates January 1990 - December 2000
Skills
Requirements Gathering, Business Requirements, Business Analysis, Process Improvement, Requirements Analysis, User Acceptance Testing, Visio, Benefits Administration, Waterfall, Business Process..., Data Conversion, Agile Methodologies
Education
Southern New Hampshire University 1999 — 2002
Johnson State College 1985 — 1989
BS
Fidelity Investments August 2012 - Present
Fidelity Investments December 2000 - August 2012
Hewitt Associates January 1990 - December 2000
Skills
Requirements Gathering, Business Requirements, Business Analysis, Process Improvement, Requirements Analysis, User Acceptance Testing, Visio, Benefits Administration, Waterfall, Business Process..., Data Conversion, Agile Methodologies
Education
Southern New Hampshire University 1999 — 2002
Johnson State College 1985 — 1989
BS
Louisa Karnaukh's Fidelity Investments Experience February 2015 - Present
Job Financial Representative
Industry Investment Management
Experience
Fidelity Investments February 2015 - Present
Emprise July 2012 - February 2015
Imo's Pizza August 2009 - September 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Social Media, Social Networking, Microsoft Word, PowerPoint, Restaurant Management, Marketing, Public Speaking, Food, Outlook, Team Leadership, Event Planning, Money Handling, Public Relations, Windows, Money, Spanish, Restaurants, Cash Handling Experience, Russian, Money Management, Debit Cards, Budgets
Education
University of Kansas 2009 — 2014
Bachelor of Arts (B.A.), Communication Studies
Johnson County Community College 2009 — 2011
Associates
Blue Valley North High School 2005 — 2009
General Education
Fidelity Investments February 2015 - Present
Emprise July 2012 - February 2015
Imo's Pizza August 2009 - September 2014
Skills
Customer Service, Microsoft Office, Microsoft Excel, Social Media, Social Networking, Microsoft Word, PowerPoint, Restaurant Management, Marketing, Public Speaking, Food, Outlook, Team Leadership, Event Planning, Money Handling, Public Relations, Windows, Money, Spanish, Restaurants, Cash Handling Experience, Russian, Money Management, Debit Cards, Budgets
Education
University of Kansas 2009 — 2014
Bachelor of Arts (B.A.), Communication Studies
Johnson County Community College 2009 — 2011
Associates
Blue Valley North High School 2005 — 2009
General Education
Brooke Kafka Brooke Kafka's Fidelity Investments Experience October 2008 - November 2008
Job Executive Assistant at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management June 2011 - Present
JDJ Resources July 2009 - June 2011
RA Capital Management, LLC February 2009 - June 2009
Fidelity Investments October 2008 - November 2008
Fidelity Investments August 2006 - June 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Outlook
Education
Johnson & Wales University
Bachelor of Science, Criminal Justice
GW&K Investment Management June 2011 - Present
JDJ Resources July 2009 - June 2011
RA Capital Management, LLC February 2009 - June 2009
Fidelity Investments October 2008 - November 2008
Fidelity Investments August 2006 - June 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Outlook
Education
Johnson & Wales University
Bachelor of Science, Criminal Justice
Jennifer Faerber Jennifer Faerber's Fidelity Investments Experience November 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Newport Federal Savings Bank (NewportFed) February 2009 - September 2013
Courtyard by Marriott Warwick RI November 2005 - November 2008
Newport Harbor Hotel and Marina July 1997 - November 2005
Education
Johnson and Wales University 1990 — 1992
Associate of Science (AS), Hotel, Motel, and Restaurant Management
Fidelity Investments November 2013 - Present
Newport Federal Savings Bank (NewportFed) February 2009 - September 2013
Courtyard by Marriott Warwick RI November 2005 - November 2008
Newport Harbor Hotel and Marina July 1997 - November 2005
Education
Johnson and Wales University 1990 — 1992
Associate of Science (AS), Hotel, Motel, and Restaurant Management
Garrie Lewis, CRPC® Garrie Lewis, CRPC®'s Fidelity Investments Experience 2002 - 2003
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Financial AdvisorWells Fargo Advisors, LLCJanuary 2009 - July 2011
Merrill Lynch April 2007 - December 2008
BlackRock 2004 - 2007
Fidelity Investments 2002 - 2003
Education
New York University 2009 — 2010
Professional Certificate in Financial Planning
Johnson & Wales University 1998 — 2002
BGA
Merrill Lynch Financial AdvisorWells Fargo Advisors, LLCJanuary 2009 - July 2011
Merrill Lynch April 2007 - December 2008
BlackRock 2004 - 2007
Fidelity Investments 2002 - 2003
Education
New York University 2009 — 2010
Professional Certificate in Financial Planning
Johnson & Wales University 1998 — 2002
BGA
Frederick (Rick) Bellows III Frederick (Rick) Bellows III's Fidelity Investments Experience May 2014 - Present
Job Client Services Manager III, Director, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Morgan Stanley Wealth Management March 2013 - March 2014
Abrams Realty Brokerage April 2009 - November 2012
Aite Financial Services Research Group March 2008 - September 2008
Bank of America April 2005 - March 2008
Fidelity Investments August 2002 - April 2005
Fidelity Investments Institutional Services January 1998 - August 2002
Bank of Boston January 1996 - January 1998
United States Army Corps of Engineers October 1990 - February 1995
Skills
Investments, Brokerage, Portfolio Management, Asset, Banking, Series 7, Series 63, Series 6, Series 65, MBA, Life & Health Insurance..., Commercial Real Estate, Financial Services, Executive Management, Mutual Funds, Asset Allocation, Wealth Management, Financial Markets, Finance, Relationship Management, Securities, Insurance, Strategy, Alternative Investments, Business Development, Selling, Series 66, Management, Investment Banking, Sales, Asset Management, Financial Advisory, Trading, Mortgage Lending, Loans, Fixed Income, Equities, Retirement Planning, Strategic Financial..., Credit, Retirement, Investment Advisory, Analysis, Valuation, Credit Analysis, Investment Management, ETFs
Education
Johnson and Wales University 2002 — 2004
MBA, Global Business with concentration in Marketing, 3.8
Johnson and Wales University 1998 — 2002
BA, Finance, 3.79
Fidelity Investments May 2014 - Present
Morgan Stanley Wealth Management March 2013 - March 2014
Abrams Realty Brokerage April 2009 - November 2012
Aite Financial Services Research Group March 2008 - September 2008
Bank of America April 2005 - March 2008
Fidelity Investments August 2002 - April 2005
Fidelity Investments Institutional Services January 1998 - August 2002
Bank of Boston January 1996 - January 1998
United States Army Corps of Engineers October 1990 - February 1995
Skills
Investments, Brokerage, Portfolio Management, Asset, Banking, Series 7, Series 63, Series 6, Series 65, MBA, Life & Health Insurance..., Commercial Real Estate, Financial Services, Executive Management, Mutual Funds, Asset Allocation, Wealth Management, Financial Markets, Finance, Relationship Management, Securities, Insurance, Strategy, Alternative Investments, Business Development, Selling, Series 66, Management, Investment Banking, Sales, Asset Management, Financial Advisory, Trading, Mortgage Lending, Loans, Fixed Income, Equities, Retirement Planning, Strategic Financial..., Credit, Retirement, Investment Advisory, Analysis, Valuation, Credit Analysis, Investment Management, ETFs
Education
Johnson and Wales University 2002 — 2004
MBA, Global Business with concentration in Marketing, 3.8
Johnson and Wales University 1998 — 2002
BA, Finance, 3.79
Jeff Couch Jeff Couch's Fidelity Investments Experience July 2013 - Present
Job Principal Engineer Virtualization
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments February 2012 - July 2013
Texas Health Resources May 2010 - February 2012
Texas Health Resources November 2008 - May 2010
Omni Hotels June 2006 - November 2008
Image Audiovisuals December 2004 - June 2006
Johnson & Wales University 2003 - 2006
Skills
VMware Infrastructure, Virtualization, Windows Server, Powershell, Technical Architecture, VMware, Data Center, Windows, VMware ESX, vSphere, Automation, ITIL, HP Proliant, Blade Servers, Hadoop, Splunk, Private Cloud, Cloud Computing, SAN, Red Hat Linux, Storage, Storage Area Networks, Infrastructure
Education
Johnson & Wales University 2002 — 2006
BS Food Service Management, Culinary, Management, Information Systems
Fidelity Investments July 2013 - Present
Fidelity Investments February 2012 - July 2013
Texas Health Resources May 2010 - February 2012
Texas Health Resources November 2008 - May 2010
Omni Hotels June 2006 - November 2008
Image Audiovisuals December 2004 - June 2006
Johnson & Wales University 2003 - 2006
Skills
VMware Infrastructure, Virtualization, Windows Server, Powershell, Technical Architecture, VMware, Data Center, Windows, VMware ESX, vSphere, Automation, ITIL, HP Proliant, Blade Servers, Hadoop, Splunk, Private Cloud, Cloud Computing, SAN, Red Hat Linux, Storage, Storage Area Networks, Infrastructure
Education
Johnson & Wales University 2002 — 2006
BS Food Service Management, Culinary, Management, Information Systems
Lisa Hughes Lisa Hughes's Fidelity Investments Experience December 1997 - May 2005
Job Financial Representative @ Mass Mutual
Industry Financial Services
Experience
MASS MUTUAL September 2015 - Present
Colonial Life August 2014 - Present
. 2012 - Present
New York Life Insurance Company July 2012 - July 2013
Blue Cross & Blue Shield of Rhode Island October 2007 - October 2008
Blue Cross & Blue Shield of Rhode Island 2007 - 2008
Fidelity Investments December 1997 - May 2005
Skills
Customer Service, Microsoft Excel, Microsoft Word, Administrative..., Food, Social Networking, Retail, Insurance, Employee Benefits, Customer Satisfaction, Access, Leadership, Team Building, Outlook, Training, Strategic Planning, Health Insurance, Process Improvement, Sales, Marketing
Education
Johnson and Wales University
Web Development & Internet Commerce
Northeastern University
Criminal Justice and Corrections
Walpole High School
MASS MUTUAL September 2015 - Present
Colonial Life August 2014 - Present
. 2012 - Present
New York Life Insurance Company July 2012 - July 2013
Blue Cross & Blue Shield of Rhode Island October 2007 - October 2008
Blue Cross & Blue Shield of Rhode Island 2007 - 2008
Fidelity Investments December 1997 - May 2005
Skills
Customer Service, Microsoft Excel, Microsoft Word, Administrative..., Food, Social Networking, Retail, Insurance, Employee Benefits, Customer Satisfaction, Access, Leadership, Team Building, Outlook, Training, Strategic Planning, Health Insurance, Process Improvement, Sales, Marketing
Education
Johnson and Wales University
Web Development & Internet Commerce
Northeastern University
Criminal Justice and Corrections
Walpole High School
Stefan Regelmann, MBA Stefan Regelmann, MBA's Fidelity Investments Experience February 2007 - May 2008
Job Business Process, Analysis, and Project Management Consultant
Industry Management Consulting
Experience
Citizens Bank April 2012 - Present
JPJ Consulting, LLC August 2005 - Present
Schneider Electric/American Power Conversion October 2008 - April 2012
Textron Financial June 2008 - October 2008
Fidelity Investments February 2007 - May 2008
Leapfrog Systems 2007 - 2008
CitiStreet October 2005 - February 2007
CitiStreet 2005 - 2007
TIAA-CREF December 2004 - October 2005
Fifth Third Bank August 2004 - December 2004
Skills
Visio, Team Leadership, Strategy, Strategic Planning, Software Project..., SharePoint, SDLC, Retirement, Requirements Gathering, Requirements Analysis, Project Management, Process Improvement, Portfolio Management, Management, Leadership, Financial Services, Consulting, Change Management, Business Process..., Business Requirements, Business Development, Business Intelligence, Business Analysis
Education
Johnson & Wales University 1997 — 2000
MBA, Organization and Management
University of Rhode Island 1991 — 1995
Cranston West 1988 — 1991
Citizens Bank April 2012 - Present
JPJ Consulting, LLC August 2005 - Present
Schneider Electric/American Power Conversion October 2008 - April 2012
Textron Financial June 2008 - October 2008
Fidelity Investments February 2007 - May 2008
Leapfrog Systems 2007 - 2008
CitiStreet October 2005 - February 2007
CitiStreet 2005 - 2007
TIAA-CREF December 2004 - October 2005
Fifth Third Bank August 2004 - December 2004
Skills
Visio, Team Leadership, Strategy, Strategic Planning, Software Project..., SharePoint, SDLC, Retirement, Requirements Gathering, Requirements Analysis, Project Management, Process Improvement, Portfolio Management, Management, Leadership, Financial Services, Consulting, Change Management, Business Process..., Business Requirements, Business Development, Business Intelligence, Business Analysis
Education
Johnson & Wales University 1997 — 2000
MBA, Organization and Management
University of Rhode Island 1991 — 1995
Cranston West 1988 — 1991
Kevin Grist's Fidelity Investments Experience 1997 - 2005
Job Sales Manager | iMoneyNet | Providing premium money fund and business intelligence to financial institutions
Industry Financial Services
Experience
iMoneyNet, Informa Business Intelligence October 2005 - Present
Fidelity Investments 1997 - 2005
Putnam Investments 1995 - 1997
Skills
Fixed Income, Mutual Funds, Money Market, Capital Markets, Financial Services, FX Options, Financial Markets, Asset Management, Investments, Relationship Management, Cash Management, Securities, Money Market Funds, Cash, Sales Management, Institutional Sales, Alternative Investments, Market Data, Institutional..., Social Media Marketing, ETFs, Enhanced Cash Products, Conference Production, Offshore Money Market..., Money Markets, International Money..., Social Media Strategy, Foreign Exchange, Electronic Trading, Money Market Expo, Bloomberg, Equities, Portfolio Management
Education
Johnson & Wales University
Providence College
iMoneyNet, Informa Business Intelligence October 2005 - Present
Fidelity Investments 1997 - 2005
Putnam Investments 1995 - 1997
Skills
Fixed Income, Mutual Funds, Money Market, Capital Markets, Financial Services, FX Options, Financial Markets, Asset Management, Investments, Relationship Management, Cash Management, Securities, Money Market Funds, Cash, Sales Management, Institutional Sales, Alternative Investments, Market Data, Institutional..., Social Media Marketing, ETFs, Enhanced Cash Products, Conference Production, Offshore Money Market..., Money Markets, International Money..., Social Media Strategy, Foreign Exchange, Electronic Trading, Money Market Expo, Bloomberg, Equities, Portfolio Management
Education
Johnson & Wales University
Providence College
James Gutierrez's Fidelity Investments Experience November 2013 - Present
Job Brokerage Operations Representative at Fidelity Investments
Industry Investment Banking
Experience
Fidelity Investments November 2013 - Present
Capri Institute June 2013 - November 2013
Exeter Finance Corp 2010 - 2011
Skills
Financial Analysis, Leadership, Customer Service, Interviews, Time Management, Financial Services, Finance, Credit Analysis, Consumer Lending, Customer Satisfaction, Spanish-speaking, Underwriting, Mutual Funds, Trade Finance
Education
Johnson and Wales University
Bachelor's Degree, Business Administration and Management, General
Fidelity Investments November 2013 - Present
Capri Institute June 2013 - November 2013
Exeter Finance Corp 2010 - 2011
Skills
Financial Analysis, Leadership, Customer Service, Interviews, Time Management, Financial Services, Finance, Credit Analysis, Consumer Lending, Customer Satisfaction, Spanish-speaking, Underwriting, Mutual Funds, Trade Finance
Education
Johnson and Wales University
Bachelor's Degree, Business Administration and Management, General
Julee Schirmacher Julee Schirmacher's Fidelity Investments Experience February 2007 - March 2009
Job Associate Account Manager at Merkle
Industry Marketing and Advertising
Experience
Merkle April 2015 - Present
Merkle June 2013 - Present
Merkle September 2011 - May 2013
Merkle February 2011 - September 2011
Fidelity Investments February 2007 - March 2009
Veritude February 2006 - February 2007
Skills
Training, Management, Direct Marketing, Non-profit Volunteer, Human Resources, Marketing, Marketing Strategy, Customer Service, Software Documentation, Program Management, Microsoft Excel, Retail, Time Management, Microsoft Word, Research, Social Media, Teamwork, CRM, Leadership, Project Management, Vendor Management, Microsoft Office, Salesforce.com, Vendors, Volunteering, Email Marketing
Education
Johnson and Wales University 2001 — 2004
Bachelor of Science (BS), Retail Management
Johnson and Wales University 2001 — 2004
Associate's degree, Fashion Merchandising
Catasauqua High School 1996 — 2000
Merkle April 2015 - Present
Merkle June 2013 - Present
Merkle September 2011 - May 2013
Merkle February 2011 - September 2011
Fidelity Investments February 2007 - March 2009
Veritude February 2006 - February 2007
Skills
Training, Management, Direct Marketing, Non-profit Volunteer, Human Resources, Marketing, Marketing Strategy, Customer Service, Software Documentation, Program Management, Microsoft Excel, Retail, Time Management, Microsoft Word, Research, Social Media, Teamwork, CRM, Leadership, Project Management, Vendor Management, Microsoft Office, Salesforce.com, Vendors, Volunteering, Email Marketing
Education
Johnson and Wales University 2001 — 2004
Bachelor of Science (BS), Retail Management
Johnson and Wales University 2001 — 2004
Associate's degree, Fashion Merchandising
Catasauqua High School 1996 — 2000
Elias Nogueras's Fidelity Investments Experience March 2007 - February 2009
Job University of HoustonDowntown at University of HoustonDowntown
Industry Education Management
Experience
University of Houston-Downtown April 2014 - Present
US Army June 2001 - Present
Cardinal Health November 2013 - March 2014
Advanced Systems Technologies March 2013 - November 2013
Vale Esperar January 2010 - August 2010
Fidelity Investments March 2007 - February 2009
Skills
Project Coordination, Management, Training, Employee Training, Cross-functional Team..., Educational Technology, Consulting, Process Improvement, Leadership, Security Clearance, Command, Team Leadership, Customer Service, Security, Combat, Military, Program Management, Microsoft Office, Team Building
Education
University of Houston-Downtown 2014 — 2016
Master of Arts (M.A.), Education
Johnson and Wales University 2004 — 2007
Business Administration and Management, General
University of Houston-Downtown April 2014 - Present
US Army June 2001 - Present
Cardinal Health November 2013 - March 2014
Advanced Systems Technologies March 2013 - November 2013
Vale Esperar January 2010 - August 2010
Fidelity Investments March 2007 - February 2009
Skills
Project Coordination, Management, Training, Employee Training, Cross-functional Team..., Educational Technology, Consulting, Process Improvement, Leadership, Security Clearance, Command, Team Leadership, Customer Service, Security, Combat, Military, Program Management, Microsoft Office, Team Building
Education
University of Houston-Downtown 2014 — 2016
Master of Arts (M.A.), Education
Johnson and Wales University 2004 — 2007
Business Administration and Management, General
Nicolle Miles's Fidelity Investments Experience May 2012 - Present
Job Director of Learning and Development Facilitation at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Education
Johnson & Wales University
Fidelity Investments May 2012 - Present
Education
Johnson & Wales University
Andrea McGovern's Fidelity Investments Experience September 2000 - Present
Job Sr. Communications Production Manager
Industry Marketing and Advertising
Experience
Fidelity Investments September 2000 - Present
Education
Johnson & Wales Univerity 1993 — 1998
MBA, Management, International Business, Marketing
Fidelity Investments September 2000 - Present
Education
Johnson & Wales Univerity 1993 — 1998
MBA, Management, International Business, Marketing
Jennie Hermann's Fidelity Investments Experience January 2012 - Present
Job Risk Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Bank of America September 2010 - November 2011
Bank of America Merrill Lynch June 2009 - April 2011
The Bank of New York Mellon September 2007 - April 2008
Homecomings Financial June 2005 - June 2007
Skills
Financial Analysis
Education
Rice University - Jesse H. Jones Graduate School of Management 2007 — 2009
Master of Business Administration (MBA)
The University of Texas at Dallas 2002 — 2006
BS, Finance
Fidelity Investments January 2012 - Present
Bank of America September 2010 - November 2011
Bank of America Merrill Lynch June 2009 - April 2011
The Bank of New York Mellon September 2007 - April 2008
Homecomings Financial June 2005 - June 2007
Skills
Financial Analysis
Education
Rice University - Jesse H. Jones Graduate School of Management 2007 — 2009
Master of Business Administration (MBA)
The University of Texas at Dallas 2002 — 2006
BS, Finance
Donna Bernier's Fidelity Investments Experience June 1999 - November 2004
Job Program Manager II at Novant Health
Industry Hospital & Health Care
Experience
Novant Health Project ManagerPharmaCareMarch 2006 - April 2007
Fidelity Investments June 1999 - November 2004
Education
Johnson & Wales University 1992 — 1994
Novant Health Project ManagerPharmaCareMarch 2006 - April 2007
Fidelity Investments June 1999 - November 2004
Education
Johnson & Wales University 1992 — 1994
Sangam Barnes's Fidelity Investments Experience January 2012 - Present
Job Sr. Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2012 - Present
Education
Johnson & Wales University 2002 — 2004
MBA, Finance
n/a 1997 — 2001
B.E., Electronics
Fidelity Investments January 2012 - Present
Education
Johnson & Wales University 2002 — 2004
MBA, Finance
n/a 1997 — 2001
B.E., Electronics
Steven Thibert's Fidelity Investments Experience January 2006 - February 2007
Job Desktop Support Specialist at TEKsystems
Industry Financial Services
Experience
TEKsystems October 2015 - Present
ViaSat Inc. February 2015 - June 2015
City of Pawtucket, RI July 2013 - January 2015
John Hancock / Manulife May 2007 - September 2012
Fidelity Investments January 2006 - February 2007
C&D Technologies February 2001 - January 2006
Pilgrim Insurance December 1999 - February 2001
IDC May 1999 - September 1999
National Grid (Providence Gas) November 1998 - April 1999
Datel Incorporated (Power Electronics Mfg - DC/AC Converters / Hybrid Mfg April 1997 - September 1998
Skills
Microsoft Office, Excel, PowerPoint, Insurance, Lotus Notes, Norton Ghost, Windows 7, Windows XP Professional, Windows 8 Metro, Norton Antivirus, Linux - Ubuntu, Cisco VPN, Cisco WAAS, Word, Checkpoint Disk..., BitLocker, Best IT Practices, Troubleshooting Hardware, Troubleshooting Software, PC Networking, Social Networking, Customer Satisfaction, Customer Engagement, Follow-up, Organized, Stays on top of..., Thin Client Computing, iPad, Mac OS X, Android, Blackberry, iPhone, Vertical Market Software, Password Best Practices, Organization, XP, Troubleshooting, Networking, Help Desk Support, Hardware, Software Installation, Financial Services, Clonezilla, Managing Expectations, Blackberry Enterprise..., Project Planning, Information Technology, Information Security, SCCM, Windows XP
Education
Johnson and Wales University 1987 — 1989
Computer Systems Management
TEKsystems October 2015 - Present
ViaSat Inc. February 2015 - June 2015
City of Pawtucket, RI July 2013 - January 2015
John Hancock / Manulife May 2007 - September 2012
Fidelity Investments January 2006 - February 2007
C&D Technologies February 2001 - January 2006
Pilgrim Insurance December 1999 - February 2001
IDC May 1999 - September 1999
National Grid (Providence Gas) November 1998 - April 1999
Datel Incorporated (Power Electronics Mfg - DC/AC Converters / Hybrid Mfg April 1997 - September 1998
Skills
Microsoft Office, Excel, PowerPoint, Insurance, Lotus Notes, Norton Ghost, Windows 7, Windows XP Professional, Windows 8 Metro, Norton Antivirus, Linux - Ubuntu, Cisco VPN, Cisco WAAS, Word, Checkpoint Disk..., BitLocker, Best IT Practices, Troubleshooting Hardware, Troubleshooting Software, PC Networking, Social Networking, Customer Satisfaction, Customer Engagement, Follow-up, Organized, Stays on top of..., Thin Client Computing, iPad, Mac OS X, Android, Blackberry, iPhone, Vertical Market Software, Password Best Practices, Organization, XP, Troubleshooting, Networking, Help Desk Support, Hardware, Software Installation, Financial Services, Clonezilla, Managing Expectations, Blackberry Enterprise..., Project Planning, Information Technology, Information Security, SCCM, Windows XP
Education
Johnson and Wales University 1987 — 1989
Computer Systems Management
Eileen Andrade's Fidelity Investments Experience IT ConsultantIntePros Consulting at Citizen's Bank2010 - Present
Job Senior Systems Analyst
Industry Information Technology and Services
Experience
Fidelity Investments IT ConsultantIntePros Consulting at Citizen's Bank2010 - Present
Fidelity Investments 2009 - Present
CIBER, at Blue Cross Blue Shield of RI November 2009 - February 2010
Blue Cross Blhe Shield of Rhode Island (BCBSRI) 2009 - 2010
Fidelity Investments - Veritude May 2009 - October 2009
Staples 2009 - 2009
IT Consultant at Overture Partners 2008 - 2009
Public Sector Partners September 2007 - May 2008
Staples, Inc 2008 - 2008
Commerce Insurance 2004 - 2008
Skills
SDLC, Business Analysis, Process Improvement, Project Management, Requirements Analysis, Integration, Business Process, Analysis, Business Requirements, Agile Methodologies, JIRA, Adobe Acrobat, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Project, Access, Visio, Analytics, Site Catalyst, Vendor Management, Program Management, Requirements Gathering, Software Project..., Information Technology, Business Intelligence, Data Modeling, SQL, Software Documentation, Testing, Disaster Recovery, Management, SharePoint, Business Process..., Databases, Software Development, Data Analysis, Systems Analysis, Test Planning, IT Strategy
Education
Johnson & Wales University
MBA, Business Management
Fidelity Investments IT ConsultantIntePros Consulting at Citizen's Bank2010 - Present
Fidelity Investments 2009 - Present
CIBER, at Blue Cross Blue Shield of RI November 2009 - February 2010
Blue Cross Blhe Shield of Rhode Island (BCBSRI) 2009 - 2010
Fidelity Investments - Veritude May 2009 - October 2009
Staples 2009 - 2009
IT Consultant at Overture Partners 2008 - 2009
Public Sector Partners September 2007 - May 2008
Staples, Inc 2008 - 2008
Commerce Insurance 2004 - 2008
Skills
SDLC, Business Analysis, Process Improvement, Project Management, Requirements Analysis, Integration, Business Process, Analysis, Business Requirements, Agile Methodologies, JIRA, Adobe Acrobat, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Project, Access, Visio, Analytics, Site Catalyst, Vendor Management, Program Management, Requirements Gathering, Software Project..., Information Technology, Business Intelligence, Data Modeling, SQL, Software Documentation, Testing, Disaster Recovery, Management, SharePoint, Business Process..., Databases, Software Development, Data Analysis, Systems Analysis, Test Planning, IT Strategy
Education
Johnson & Wales University
MBA, Business Management
Katrina Coupe's Fidelity Investments Experience July 2004 - Present
Job Client Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2004 - Present
Education
Johnson & Wales University 1999 — 2003
Fidelity Investments July 2004 - Present
Education
Johnson & Wales University 1999 — 2003
Steve Shober's Fidelity Investments Experience October 1994 - September 2002
Job Project Manager at RBS Citizens
Industry Banking
Experience
Citizens Bank 2004 - Present
RBS Citizens Bank October 2003 - Present
Fidelity Investments October 1994 - September 2002
Education
Executive Development Center - Bryant University 2009 — 2009
Project Management
Johnson & Wales University 2005 — 2008
MBA, Organizational Leadership
Mansfield University of Pennsylvania 1988 — 1994
Citizens Bank 2004 - Present
RBS Citizens Bank October 2003 - Present
Fidelity Investments October 1994 - September 2002
Education
Executive Development Center - Bryant University 2009 — 2009
Project Management
Johnson & Wales University 2005 — 2008
MBA, Organizational Leadership
Mansfield University of Pennsylvania 1988 — 1994
Paul Giguere's Fidelity Investments Experience December 1998 - Present
Job Director, Client Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 1998 - Present
Skills
Process Improvement, Relationship Management, Business Analysis, Project Management, Financial Services, Employee Benefits, Leadership, 401k, Vendor Management, Business Process..., Risk Management, SDLC
Education
University of Rhode Island 1985 — 1989
Bachelor of Science (BS), Finance, General
Johnson & Wales University
Master of Science (MS), Business Administration and Management, General
Fidelity Investments December 1998 - Present
Skills
Process Improvement, Relationship Management, Business Analysis, Project Management, Financial Services, Employee Benefits, Leadership, 401k, Vendor Management, Business Process..., Risk Management, SDLC
Education
University of Rhode Island 1985 — 1989
Bachelor of Science (BS), Finance, General
Johnson & Wales University
Master of Science (MS), Business Administration and Management, General
Maren Cameron's Fidelity Investments Experience September 2012 - Present
Job Event Manager
Industry Entertainment
Experience
Fidelity Investments September 2012 - Present
The Freeman Company July 2011 - September 2012
Champion Exposition Services August 2006 - July 2011
Skills
Meeting Planning, Trade Shows, Event Management, Graphics, Event Planning, Account Management, Corporate Events, Graphic Design
Education
Johnson & Wales University 2005 — 2007
Salve Regina University 2000 — 2002
Proctor Academy 1996 — 1999
Fidelity Investments September 2012 - Present
The Freeman Company July 2011 - September 2012
Champion Exposition Services August 2006 - July 2011
Skills
Meeting Planning, Trade Shows, Event Management, Graphics, Event Planning, Account Management, Corporate Events, Graphic Design
Education
Johnson & Wales University 2005 — 2007
Salve Regina University 2000 — 2002
Proctor Academy 1996 — 1999
Jason Palladino's Fidelity Investments Experience March 2015 - Present
Job IT Product Manager (Electronic Trading)
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments January 2014 - March 2015
Fidelity Investments August 2011 - December 2013
Fidelity Investments January 2011 - July 2011
JPMorgan Chase August 2008 - January 2011
Skills
Business Analysis, Financial Analysis, Financial Services, Fund Accounting, Process Improvement, Finance, Analysis, Bloomberg, Equities, Customer Service, Microsoft Excel, Leadership
Education
Johnson and Wales University 2013 — 2015
Master of Business Administration (MBA)
Johnson and Wales University 2005 — 2008
Bachelor of Science (BS), Finance and Financial Management Services
Fidelity Investments March 2015 - Present
Fidelity Investments January 2014 - March 2015
Fidelity Investments August 2011 - December 2013
Fidelity Investments January 2011 - July 2011
JPMorgan Chase August 2008 - January 2011
Skills
Business Analysis, Financial Analysis, Financial Services, Fund Accounting, Process Improvement, Finance, Analysis, Bloomberg, Equities, Customer Service, Microsoft Excel, Leadership
Education
Johnson and Wales University 2013 — 2015
Master of Business Administration (MBA)
Johnson and Wales University 2005 — 2008
Bachelor of Science (BS), Finance and Financial Management Services
Markeith Rowley's Fidelity Investments Experience August 2004 - Present
Job
Industry Financial Services
Experience
Fidelity Investments August 2004 - Present
Bank of America November 1996 - January 2002
Education
Johnson C. Smith University - JCSU 1992 — 1996
Fidelity Investments August 2004 - Present
Bank of America November 1996 - January 2002
Education
Johnson C. Smith University - JCSU 1992 — 1996
Andrea Paquin's Fidelity Investments Experience 1997 - 2001
Job Instructional Designer at TechComm Partners, Inc
Industry Professional Training & Coaching
Experience
TechComm Partners Inc 2014 - Present
Dunkin' Brands March 2014 - June 2014
Rhode Island Emergency Management Agency January 2012 - February 2014
Rhode Island Emergency Management Agency April 2011 - August 2012
Training Resources of America February 2010 - June 2011
Training Resources of America October 2009 - April 2011
ADT March 2004 - October 2008
Tuition Management Systems March 2002 - March 2003
Fidelity Investments 1997 - 2001
Cox Communications 1988 - 1997
Skills
Instructional Design, Training, Coaching, Public Speaking, Curriculum Design, Leadership Development, Customer Service, Organizational..., Team Building, Research, Team Leadership, Microsoft Office, Instructor-led Training, Training Delivery, Workshop Facilitation, Operations Management, Interviews, PowerPoint, Customer Satisfaction, Account Management, Career Counseling, Staff Development, Fundraising, Curriculum Development, Volunteer Management, E-Learning, Microsoft Excel, Process Improvement, Management, Nonprofits, Recruiting, Program Management, Change Management, Employee Relations, Event Planning
Education
Johnson and Wales University 1996 — 2000
Master of Business Administration (M.B.A.), Global Business Management/Organization and Management
TechComm Partners Inc 2014 - Present
Dunkin' Brands March 2014 - June 2014
Rhode Island Emergency Management Agency January 2012 - February 2014
Rhode Island Emergency Management Agency April 2011 - August 2012
Training Resources of America February 2010 - June 2011
Training Resources of America October 2009 - April 2011
ADT March 2004 - October 2008
Tuition Management Systems March 2002 - March 2003
Fidelity Investments 1997 - 2001
Cox Communications 1988 - 1997
Skills
Instructional Design, Training, Coaching, Public Speaking, Curriculum Design, Leadership Development, Customer Service, Organizational..., Team Building, Research, Team Leadership, Microsoft Office, Instructor-led Training, Training Delivery, Workshop Facilitation, Operations Management, Interviews, PowerPoint, Customer Satisfaction, Account Management, Career Counseling, Staff Development, Fundraising, Curriculum Development, Volunteer Management, E-Learning, Microsoft Excel, Process Improvement, Management, Nonprofits, Recruiting, Program Management, Change Management, Employee Relations, Event Planning
Education
Johnson and Wales University 1996 — 2000
Master of Business Administration (M.B.A.), Global Business Management/Organization and Management
Edwin Alvarez's Fidelity Investments Experience October 2005 - September 2008
Job Financial Consultant at Citizens Bank
Industry Financial Services
Experience
Citizens Bank June 2011 - Present
Edwin Alvarez November 2008 - June 2011
ALPFA 2010 - 2011
Fidelity Investments October 2005 - September 2008
Education
Johnson and Wales University 1996 — 2001
Marketing
Citizens Bank June 2011 - Present
Edwin Alvarez November 2008 - June 2011
ALPFA 2010 - 2011
Fidelity Investments October 2005 - September 2008
Education
Johnson and Wales University 1996 — 2001
Marketing
Angie Loehr's Fidelity Investments Experience 2006 - 2007
Job PartTime Paraprofessional PreSchool at Douglas Public Schools
Industry Financial Services
Experience
Douglas Public Schools September 2012 - Present
The Loehrs December 2007 - Present
Fidelity Investments 2006 - 2007
Fidelity Investments 2004 - 2006
Fidelity Investments 2001 - 2004
Fidelity Investments 2000 - 2001
Fidelity Investments 1997 - 2000
Skills
Quality Assurance
Education
Johnson State College 1990 — 1994
Bachelor of Science, Sociology/Anthropology
Douglas Public Schools September 2012 - Present
The Loehrs December 2007 - Present
Fidelity Investments 2006 - 2007
Fidelity Investments 2004 - 2006
Fidelity Investments 2001 - 2004
Fidelity Investments 2000 - 2001
Fidelity Investments 1997 - 2000
Skills
Quality Assurance
Education
Johnson State College 1990 — 1994
Bachelor of Science, Sociology/Anthropology
Paul Kopech's Fidelity Investments Experience January 1998 - September 2001
Job Sales Leader/Project Manager/Relationship Manager
Industry Construction
Experience
Delfino Corporation February 2009 - Present
Uncle Paul's Brick Oven Pizzeria August 2007 - March 2009
PAK Enterprises January 2002 - June 2007
Fidelity Investments January 1998 - September 2001
Rhode Island Cellophane, Inc. 1989 - 1997
Skills
Business Relationship..., Sales Management, Operational Excellence, Strategic Consulting, Management, Selling, Project Management, Leadership, Training, Process Improvement, CRM, Business Development, Sales, Human Resources
Education
University of Phoenix 2004 — 2006
MBA (3.92 GPA), Technology and Leadership
Johnson & Wales University 2003 — 2004
Education
University of Rhode Island 1981 — 1985
BA, Economics
Delfino Corporation February 2009 - Present
Uncle Paul's Brick Oven Pizzeria August 2007 - March 2009
PAK Enterprises January 2002 - June 2007
Fidelity Investments January 1998 - September 2001
Rhode Island Cellophane, Inc. 1989 - 1997
Skills
Business Relationship..., Sales Management, Operational Excellence, Strategic Consulting, Management, Selling, Project Management, Leadership, Training, Process Improvement, CRM, Business Development, Sales, Human Resources
Education
University of Phoenix 2004 — 2006
MBA (3.92 GPA), Technology and Leadership
Johnson & Wales University 2003 — 2004
Education
University of Rhode Island 1981 — 1985
BA, Economics
Kristin Hocking's Fidelity Investments Experience May 2005 - November 2008
Job Project Manager at Bank of America
Industry Events Services
Experience
Bank of America November 2008 - April 2014
Fidelity Investments May 2005 - November 2008
Skills
Project Management, Business Analysis, Management Consulting, Event Management, Public Relations, Program Management, Social Media, Vendor Management, Public Speaking, Event Planning, Marketing
Education
Johnson & Wales University 2005 — 2007
MBA, Global Business
Rhode Island School of Design 1999 — 2002
Certificate, Graphic Design
Rutgers University-New Brunswick 1988 — 1992
BA, History
Bank of America November 2008 - April 2014
Fidelity Investments May 2005 - November 2008
Skills
Project Management, Business Analysis, Management Consulting, Event Management, Public Relations, Program Management, Social Media, Vendor Management, Public Speaking, Event Planning, Marketing
Education
Johnson & Wales University 2005 — 2007
MBA, Global Business
Rhode Island School of Design 1999 — 2002
Certificate, Graphic Design
Rutgers University-New Brunswick 1988 — 1992
BA, History
Kim Reilly's Fidelity Investments Experience September 1999 - Present
Job corporate events at Fidelity Investments
Industry Events Services
Experience
Fidelity Investments September 1999 - Present
The Palace Hotel 1997 - 1999
Sonesta Hotels 1992 - 1997
Skills
Marketing Strategy, project management, Event Planning
Education
Johnson and Wales University 1989 — 1992
Bachelor, Hospitality
Fidelity Investments September 1999 - Present
The Palace Hotel 1997 - 1999
Sonesta Hotels 1992 - 1997
Skills
Marketing Strategy, project management, Event Planning
Education
Johnson and Wales University 1989 — 1992
Bachelor, Hospitality
R. Andrew Benn's Fidelity Investments Experience 1993 - 2001
Job Educational Leadership
Industry Education Management
Experience
RI Public Schools 2009 - Present
Central Falls School District 2008 - 2009
Providence Public Schools 2006 - 2008
Portsmouth School Department 2003 - 2006
Providence Public Schools 2001 - 2003
Fidelity Investments 1993 - 2001
State Street Bank 1991 - 1993
Skills
Educational Leadership
Education
Providence College 1998 — 2005
M.Ed, Secondary Administration
University of Rhode Island 1995 — 2002
MA, History Education
Johnson & Wales University 1998 — 2000
MBA, International Business
University of Rhode Island 1987 — 1991
BA, Economics, History, Education
Richmond, The American International University in London 1989 — 1989
International Business
RI Public Schools 2009 - Present
Central Falls School District 2008 - 2009
Providence Public Schools 2006 - 2008
Portsmouth School Department 2003 - 2006
Providence Public Schools 2001 - 2003
Fidelity Investments 1993 - 2001
State Street Bank 1991 - 1993
Skills
Educational Leadership
Education
Providence College 1998 — 2005
M.Ed, Secondary Administration
University of Rhode Island 1995 — 2002
MA, History Education
Johnson & Wales University 1998 — 2000
MBA, International Business
University of Rhode Island 1987 — 1991
BA, Economics, History, Education
Richmond, The American International University in London 1989 — 1989
International Business
Gabriel Goodhope, CFP®'s Fidelity Investments Experience March 2005 - January 2013
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA September 2013 - Present
TIAA-CREF February 2013 - August 2013
Fidelity Investments March 2005 - January 2013
Fidelity Investments April 2003 - February 2005
Fidelity Investments December 2001 - April 2003
Fidelity Investments October 2000 - December 2001
Citizens Bank June 2000 - September 2000
Citizens Bank June 1998 - June 2000
Skills
Securities, Financial Analysis, Series 63, Finance, Financial Services, 401k, Series 7, Management, Wealth Management, Asset Management, Retirement Planning, Certified Financial..., Disability Insurance, Mutual Funds, Investments, Loans, Strategic Financial..., Retirement, Uniform Combined State...
Education
Johnson & Wales University 1996 — 2000
Bachelor of Science, Accounting
USAA September 2013 - Present
TIAA-CREF February 2013 - August 2013
Fidelity Investments March 2005 - January 2013
Fidelity Investments April 2003 - February 2005
Fidelity Investments December 2001 - April 2003
Fidelity Investments October 2000 - December 2001
Citizens Bank June 2000 - September 2000
Citizens Bank June 1998 - June 2000
Skills
Securities, Financial Analysis, Series 63, Finance, Financial Services, 401k, Series 7, Management, Wealth Management, Asset Management, Retirement Planning, Certified Financial..., Disability Insurance, Mutual Funds, Investments, Loans, Strategic Financial..., Retirement, Uniform Combined State...
Education
Johnson & Wales University 1996 — 2000
Bachelor of Science, Accounting
Paul Gagnier's Fidelity Investments Experience July 2010 - Present
Job Computer Software Professional
Industry Computer Software
Experience
Fidelity Investments July 2010 - Present
Fidelity Investments June 2000 - November 2008
Bank of Boston January 1991 - January 2000
Education
Johnson & Wales University 1973 — 1976
B.S., Computer Science
Fidelity Investments July 2010 - Present
Fidelity Investments June 2000 - November 2008
Bank of Boston January 1991 - January 2000
Education
Johnson & Wales University 1973 — 1976
B.S., Computer Science
Marisa Corrigan's Fidelity Investments Experience December 2000 - February 2009
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments December 2000 - February 2009
Education
Johnson & Wales University 1997 — 2000
BS & AS, Business Administration & Financial Services Management
Fidelity Investments December 2000 - February 2009
Education
Johnson & Wales University 1997 — 2000
BS & AS, Business Administration & Financial Services Management
Jay Harrington's Fidelity Investments Experience May 2007 - November 2007
Job Financial Services Professional
Industry Financial Services
Experience
State Street Corp November 2007 - February 2009
Fidelity Investments May 2007 - November 2007
Investors Bank & Trust August 1998 - November 2007
Education
Johnson & Wales University
MBA, International Business
State Street Corp November 2007 - February 2009
Fidelity Investments May 2007 - November 2007
Investors Bank & Trust August 1998 - November 2007
Education
Johnson & Wales University
MBA, International Business
Andy Owusu-Sekyere's Fidelity Investments Experience June 2007 - June 2008
Job Expeditionary
Industry Military
Experience
United States Navy June 2013 - Present
United States Navy February 2010 - May 2013
United States Navy June 2008 - January 2010
Bank of America June 2008 - January 2010
Fidelity Investments June 2007 - June 2008
United States Army (active/reserve) September 1996 - August 2007
Blue Cross Blue Shield of Rhode Island August 2001 - June 2007
Education
Naval War College 2013 — 2015
Master's degree, National Security Policy Studies
Johnson & Wales University 2001 — 2003
Master of Business Administration (MBA), Finance and Financial Management Services
Rhode Island College 1998 — 2001
Bachelor of Science (B.Sc.), Marketing
United States Navy June 2013 - Present
United States Navy February 2010 - May 2013
United States Navy June 2008 - January 2010
Bank of America June 2008 - January 2010
Fidelity Investments June 2007 - June 2008
United States Army (active/reserve) September 1996 - August 2007
Blue Cross Blue Shield of Rhode Island August 2001 - June 2007
Education
Naval War College 2013 — 2015
Master's degree, National Security Policy Studies
Johnson & Wales University 2001 — 2003
Master of Business Administration (MBA), Finance and Financial Management Services
Rhode Island College 1998 — 2001
Bachelor of Science (B.Sc.), Marketing
Teri Plonsky's Fidelity Investments Experience September 1997 - Present
Job Senior Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 1997 - Present
Skills
Series 7, Series 63
Education
Johnson & Wales University 2003 — 2007
Bachelor of Science, Financial Services Management
Fidelity Investments September 1997 - Present
Skills
Series 7, Series 63
Education
Johnson & Wales University 2003 — 2007
Bachelor of Science, Financial Services Management
Kymari Graham's Fidelity Investments Experience November 2003 - October 2006
Job Benefits Consultant at Samsonite
Industry Consumer Services
Experience
The TJX Companies, Inc. February 2013 - November 2014
Samsonite August 2010 - January 2013
ING Bank November 2009 - January 2010
Cambridge Advisory Group October 2006 - December 2008
Fidelity Investments November 2003 - October 2006
Blue Cross & Blue Shield of MA November 2001 - January 2002
Boston Financial Data Services April 2000 - May 2001
Boston Financial Data Services January 2000 - March 2000
Nynex Telephone Company September 1993 - September 1997
Skills
Microsoft Excel, Microsoft Office, SQL, ADP Payroll, SAP, PowerPoint, Outlook, Lotus Notes, Access, ProVal, Vlookup
Education
Johnson & Wales University 1996 — 1999
Paralegal Studies, Accounting
The TJX Companies, Inc. February 2013 - November 2014
Samsonite August 2010 - January 2013
ING Bank November 2009 - January 2010
Cambridge Advisory Group October 2006 - December 2008
Fidelity Investments November 2003 - October 2006
Blue Cross & Blue Shield of MA November 2001 - January 2002
Boston Financial Data Services April 2000 - May 2001
Boston Financial Data Services January 2000 - March 2000
Nynex Telephone Company September 1993 - September 1997
Skills
Microsoft Excel, Microsoft Office, SQL, ADP Payroll, SAP, PowerPoint, Outlook, Lotus Notes, Access, ProVal, Vlookup
Education
Johnson & Wales University 1996 — 1999
Paralegal Studies, Accounting
Eberhardt Scott's Fidelity Investments Experience 1997 - Present
Job Equity Trader at Fidelity Investments
Industry Investment Management
Experience
The Woodhall School January 2013 - Present
Fidelity Investments 1997 - Present
Fidelity Investments 1997 - December 2006
PA Public School Employees Retirement System 1992 - 1997
Skills
Portfolio Management, Equities, Securities, Trading, Bloomberg, Investments, Asset Management, Trading Strategies, Mutual Funds, Technical Analysis
Education
Juniata College 1983 — 1987
BS, finance, economics
The Woodhall School January 2013 - Present
Fidelity Investments 1997 - Present
Fidelity Investments 1997 - December 2006
PA Public School Employees Retirement System 1992 - 1997
Skills
Portfolio Management, Equities, Securities, Trading, Bloomberg, Investments, Asset Management, Trading Strategies, Mutual Funds, Technical Analysis
Education
Juniata College 1983 — 1987
BS, finance, economics
Jean McCrave Baxter's Fidelity Investments Experience October 2005 - December 2008
Job Investment Specialist
Industry Financial Services
Experience
Merrill Lynch May 2010 - Present
Fidelity Investments October 2005 - December 2008
Verizon April 1999 - June 2002
Verizon March 1987 - April 1999
Verizon March 1984 - March 1987
Education
Johnson & Wales University 2001 — 2005
Ed.D., Education
Providence College 1986 — 1991
MBA, Marketing and Finance
University of Rhode Island 1977 — 1981
BA, Sociology / Psychology
Merrill Lynch May 2010 - Present
Fidelity Investments October 2005 - December 2008
Verizon April 1999 - June 2002
Verizon March 1987 - April 1999
Verizon March 1984 - March 1987
Education
Johnson & Wales University 2001 — 2005
Ed.D., Education
Providence College 1986 — 1991
MBA, Marketing and Finance
University of Rhode Island 1977 — 1981
BA, Sociology / Psychology
Dalton Ingraham's Fidelity Investments Experience June 2007 - October 2014
Job IRA Client Manager at Empower Retirement
Industry Investment Management
Experience
EMPOWER Retirement November 2014 - Present
Fidelity Investments June 2007 - October 2014
SD Ireland Contruction September 2005 - June 2007
Skills
Microsoft Word, Customer Service, Microsoft Excel, Process Improvement, Risk Management, Investments, Leadership, Teaching, Sales, Access, Community Outreach, Photography, Financial Analysis, Management, Team Leadership, Budgets, Project Management
Education
University of Maine 1998 — 2003
BS, Outdoor Education
Juniata College 1996 — 1998
EMPOWER Retirement November 2014 - Present
Fidelity Investments June 2007 - October 2014
SD Ireland Contruction September 2005 - June 2007
Skills
Microsoft Word, Customer Service, Microsoft Excel, Process Improvement, Risk Management, Investments, Leadership, Teaching, Sales, Access, Community Outreach, Photography, Financial Analysis, Management, Team Leadership, Budgets, Project Management
Education
University of Maine 1998 — 2003
BS, Outdoor Education
Juniata College 1996 — 1998
Joyce Gerlach's Fidelity Investments Experience September 2000 - July 2006
Job Analyst III at Mercer HR Services
Industry Human Resources
Experience
Mercer HR Service July 2006 - Present
Mercer HR Services July 2006 - Present
Fidelity Investments September 2000 - July 2006
Skills
Organizing, Outstanding Customer...
Education
Johnson & Wales University 1997 — 1999
MBA, Business and Finance
Mercer HR Service July 2006 - Present
Mercer HR Services July 2006 - Present
Fidelity Investments September 2000 - July 2006
Skills
Organizing, Outstanding Customer...
Education
Johnson & Wales University 1997 — 1999
MBA, Business and Finance
Severin Bergeron's Fidelity Investments Experience October 2000 - April 2010
Job Investment Consultant with Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2014 - Present
AXA Advisors November 2013 - July 2014
State of Connecticut May 2010 - November 2013
Fidelity Investments October 2000 - April 2010
Skills
Investments, Financial Services, Strategic Financial..., Retirement, Securities, Equities, Retirement Planning, Series 63, Series 7, Wealth Management, Mutual Funds, Portfolio Management, Relationship Management, Financial Analysis, FINRA, Investment Strategies
Education
Johnson & Wales University 2004 — 2006
MBA, Finance
Worcester State University 1994 — 1997
BS, Business
Merrill Edge July 2014 - Present
AXA Advisors November 2013 - July 2014
State of Connecticut May 2010 - November 2013
Fidelity Investments October 2000 - April 2010
Skills
Investments, Financial Services, Strategic Financial..., Retirement, Securities, Equities, Retirement Planning, Series 63, Series 7, Wealth Management, Mutual Funds, Portfolio Management, Relationship Management, Financial Analysis, FINRA, Investment Strategies
Education
Johnson & Wales University 2004 — 2006
MBA, Finance
Worcester State University 1994 — 1997
BS, Business
Khrystyne Bartoswicz's Fidelity Investments Experience January 2014 - February 2014
Job TEM representative, Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments January 2014 - February 2014
Johnson State College August 2011 - September 2013
King Pine Ski Area December 2008 - February 2013
Valuland Food Stores May 2010 - August 2012
Johnson State College August 2010 - December 2011
Whittier House March 2007 - October 2009
Red Jacket Resorts May 2009 - August 2009
Bobby Sue's Homemade Ice Cream May 2005 - October 2005
Skills
Event Management, Computer Skills, Organization, Close Attention to..., Telephone Skills, Event Planning, Social Media, Customer Service, Teaching, American Sign Language, Basic Website..., Higher Education, Leadership, Time Management, Social Networking, Facebook, Microsoft Word, Microsoft Excel, Hospitality, Data Entry, Digital Photography, Photoshop, Marketing Communications, Microsoft Office, Sales, Team Building
Education
Johnson State College 2009 — 2013
BA, Business Management
Kingswood Regional High School 2005 — 2009
High school diploma, General
Fidelity Investments January 2014 - February 2014
Johnson State College August 2011 - September 2013
King Pine Ski Area December 2008 - February 2013
Valuland Food Stores May 2010 - August 2012
Johnson State College August 2010 - December 2011
Whittier House March 2007 - October 2009
Red Jacket Resorts May 2009 - August 2009
Bobby Sue's Homemade Ice Cream May 2005 - October 2005
Skills
Event Management, Computer Skills, Organization, Close Attention to..., Telephone Skills, Event Planning, Social Media, Customer Service, Teaching, American Sign Language, Basic Website..., Higher Education, Leadership, Time Management, Social Networking, Facebook, Microsoft Word, Microsoft Excel, Hospitality, Data Entry, Digital Photography, Photoshop, Marketing Communications, Microsoft Office, Sales, Team Building
Education
Johnson State College 2009 — 2013
BA, Business Management
Kingswood Regional High School 2005 — 2009
High school diploma, General
Ginger Banks Pina's Fidelity Investments Experience 1995 - 2002
Job Retail Pharmacy Systems at CVS Health
Industry Pharmaceuticals
Experience
CVS Health March 2003 - Present
Fidelity Investments 1995 - 2002
The Boston Company 1989 - 1995
Reliance Systems 1987 - 1989
Arthur D Little 1983 - 1987
Education
Johnson and Wales University
Master in Science, Computer Education
Newton North High School
Northeastern University
Bachelor of Science, Management Information Systems
CVS Health March 2003 - Present
Fidelity Investments 1995 - 2002
The Boston Company 1989 - 1995
Reliance Systems 1987 - 1989
Arthur D Little 1983 - 1987
Education
Johnson and Wales University
Master in Science, Computer Education
Newton North High School
Northeastern University
Bachelor of Science, Management Information Systems
Mumin Loyal's Fidelity Investments Experience September 2015 - Present
Job Corporate Actions Team Lead at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments February 2008 - September 2015
Skills
Series 7, Equities, Securities, Mutual Funds, Investments, Fixed Income, Financial Services, Series 24
Education
Johnson C. Smith University - JCSU
Accounting and Finance
Fidelity Investments September 2015 - Present
Fidelity Investments February 2008 - September 2015
Skills
Series 7, Equities, Securities, Mutual Funds, Investments, Fixed Income, Financial Services, Series 24
Education
Johnson C. Smith University - JCSU
Accounting and Finance
Brenda Alarcon's Fidelity Investments Experience 2013 - Present
Job Financial Representative at Fidelity Investments
Industry
Experience
Fidelity Investments 2013 - Present
Education
Regis University 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of Colorado Denver 2006 — 2010
Bachelor of Science (BS) Business Administration, Finance and Financial Management Services
Johnson & Wales University-Denver 2003 — 2005
Associate of Arts (AA), Culinary Arts and Related Services
Fidelity Investments 2013 - Present
Education
Regis University 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of Colorado Denver 2006 — 2010
Bachelor of Science (BS) Business Administration, Finance and Financial Management Services
Johnson & Wales University-Denver 2003 — 2005
Associate of Arts (AA), Culinary Arts and Related Services
Mark Willsey's Fidelity Investments Experience December 2000 - November 2009
Job Insurance Based Financial Advisor
Industry Insurance
Experience
Mutual of Omaha July 2011 - Present
Fidelity Investments December 2000 - November 2009
Education
Johnson and Wales University 1996 — 2001
B.S., International Business
Mutual of Omaha July 2011 - Present
Fidelity Investments December 2000 - November 2009
Education
Johnson and Wales University 1996 — 2001
B.S., International Business
Donna Bernier's Fidelity Investments Experience 1999 - 2004
Job Director of Engagement at Patient Engagement Advisors
Industry Hospital & Health Care
Experience
Patient Engagement Advisors July 2014 - July 2015
Novant Health April 2007 - December 2013
CVS Caremark Corporation 2006 - 2007
Fidelity Investments 1999 - 2004
Skills
Organized Multi-tasker, Program Management, Project Management, Cross-functional Team..., Critical Thinking, Building Relationships, Opportunity..., Collaboration Solutions, Timely Decision Making, Full project lifecycle..., Leadership, Healthcare, Employee Benefits, Process Improvement, SDLC, Vendor Management, EHR, Budgets, Team Building, Healthcare Information..., Strategic Planning, Management, Healthcare Management
Education
The American Academy of Project Management 2012 — 2012
Master of Project Management Certificate, Project Management
Wingate University 2009 — 2010
Business Administration and Management, General
Johnson and Wales University 1992 — 1994
Bachelor of Science (BS), Secondary Education with Accounting Minor, 4.0
Patient Engagement Advisors July 2014 - July 2015
Novant Health April 2007 - December 2013
CVS Caremark Corporation 2006 - 2007
Fidelity Investments 1999 - 2004
Skills
Organized Multi-tasker, Program Management, Project Management, Cross-functional Team..., Critical Thinking, Building Relationships, Opportunity..., Collaboration Solutions, Timely Decision Making, Full project lifecycle..., Leadership, Healthcare, Employee Benefits, Process Improvement, SDLC, Vendor Management, EHR, Budgets, Team Building, Healthcare Information..., Strategic Planning, Management, Healthcare Management
Education
The American Academy of Project Management 2012 — 2012
Master of Project Management Certificate, Project Management
Wingate University 2009 — 2010
Business Administration and Management, General
Johnson and Wales University 1992 — 1994
Bachelor of Science (BS), Secondary Education with Accounting Minor, 4.0
Paul Lackey's Fidelity Investments Experience July 2014 - Present
Job Director, E2E Program Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments July 2012 - July 2014
Fidelity Investments October 2007 - July 2014
Skills
Leadership, Process Improvement, Program Management
Education
Johnson & Wales University
Bachelor's degree, Hospitality Administration/Management
Fidelity Investments July 2014 - Present
Fidelity Investments July 2012 - July 2014
Fidelity Investments October 2007 - July 2014
Skills
Leadership, Process Improvement, Program Management
Education
Johnson & Wales University
Bachelor's degree, Hospitality Administration/Management
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank