Fidelity Investments

Industry: Financial services company

Description

Fidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC

Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Fidelity Investments Employees

Employee
Years
Job
Industry
Ethan DePuy Ethan DePuy Greater Boston Area Details
Ethan DePuy's Fidelity Investments Experience May 2014 - Present
Job Background Investigator at Fidelity Investments
Industry Law Enforcement
Experience
Fidelity Investments   May 2014 - Present
FedEx Ground  April 2014 - April 2014
Keene State College, Mason Library   September 2010 - December 2013

Skills
Records Management, Microsoft Office, Customer Service

Education
Keene State College   2009 — 2013
Bachelor of Arts (BA), Criminal Justice Studies/Psychology

Christopher Cheever Christopher Cheever Long Beach, California Details
Christopher Cheever's Fidelity Investments Experience September 2012 - January 2013
Job QA Project Lead at DIGITAL Hearts USA Inc.
Industry Computer Games
Experience
DIGITAL Hearts USA Inc.  August 2015 - Present
DIGITAL Hearts USA Inc.  February 2015 - August 2015
University of Advancing Technology  January 2015 - March 2015
University of Advancing Technology  May 2014 - December 2014
Fritz Fries   May 2013 - July 2014
University of Advancing Technology  January 2014 - May 2014
University of Advancing Technology  April 2013 - December 2013
Fidelity Investments   September 2012 - January 2013

Skills
Video Game Production, Game Design, Team Management, Game Development, Unreal Engine 3, Microsoft Office, Scrum, Customer Service, Microsoft Excel, Teamwork, Agile Methodologies, Level Design, Video Games, Management, Analysis

Education
University of Advancing Technology   2013 — 2015
Master's Degree, Game Production and Management, 3.90

Keene State College   2008 — 2012
Bachelor's Degree, Business Management, 3.10

Leah Mead Leah Mead Dallas/Fort Worth Area Details
Leah Mead's Fidelity Investments Experience April 2014 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2014 - Present
Fidelity Investments   October 2007 - April 2014

Skills
Series 7, Financial Services, Investments

Education
Keller Graduate School of Management of DeVry University
Master of Business Administration

Wichita State University
Bachelor of Business Administration, Finance

Kerri Jesse Kerri Jesse Greater Boston Area Details
Kerri Jesse's Fidelity Investments Experience December 2014 - Present
Job Senior Marketing Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 2014 - Present
Fidelity Investments   June 2012 - December 2014
Pitney Bowes  October 2010 - December 2011
General Dynamics  February 2009 - May 2010
UnitedHealthcare  October 2007 - July 2008

Skills
Microsoft Office, Project Coordination, Sales Support Tools, Series 6, Customer Service, Microsoft Word, Sales

Education
Johnson & Wales University-Providence   2013 — 2015
Master of Business Administration (MBA), Finance

Keene State College   2000 — 2004
Bachelor of Science, Business Management

University of Newcastle   2003 — 2003
Study Abroad, General studies

EWG

Carolyn Calhoun Carolyn Calhoun Fort Worth, Texas Details
Carolyn Calhoun's Fidelity Investments Experience August 2013 - Present
Job Implementation Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2013 - Present
Ciber  February 2013 - August 2013
First American Payment Systems  July 2009 - February 2013
Fidelity Investments   January 2008 - February 2009
Fidelity Investments   April 2007 - December 2007
Fidelity Investments   March 2001 - March 2007
Fidelity Investments   September 1997 - February 2001
Fidelity Investments   June 1994 - August 1997
Dayco Products  February 1994 - May 1994
Dun & Bradstreet  September 1989 - September 1993

Skills
Project Management, Business Analysis, Customer Service..., Office Administration, Microsoft Office, Salesforce.com, Written Communication, User Acceptance Testing, Process Improvement, Change Management, Client Liaison, SDLC, Requirements Gathering, Project Plans, Resourceful..., Management, Salesforce.com..., Outlook, Executive..., Call Centers, Business Requirements, Documentations, Sales Operations, Budgets, Marketing, Call Center, Handle Multiple Projects, Business Requirements..., SharePoint, Project Coordination, Training Documentation, Test Case Development, Sales Support, End-to-End Project..., C-Level Executive..., High degree of..., High Level Of..., Recruiting, Training, Leadership, Visio, MS Project, Analysis, Business Process, Human Resources, Product Management, Customer Satisfaction, Sales, Strategy, Quality Assurance

Education
Keller Graduate School of Management of DeVry University   2012 — 2012
Master of Business Administration (MBA), Project Management, 4.0/4.0

Texas A&M University   1983 — 1986
BBA, Marketing/Advertising

Stephen F. Austin State University   1982 — 1982
General Business

Tarrant County College   1982 — 1982
General Business

Azle High School   1978 — 1982
3.79/4.0. Graduated 4th in Class of 1882.

Julie McLaurin Julie McLaurin Milford, New Hampshire Details
Julie McLaurin's Fidelity Investments Experience March 2008 - April 2011
Job Account Manager at MarketReach
Industry Marketing and Advertising
Experience
J.A.M PROPERTIES   April 2012 - Present
MarketReach, Inc.   2014 - 2015
MarketReach, Inc.   2014 - 2015
Pannos Winzeler  May 2011 - November 2014
Fidelity Investments   March 2008 - April 2011

Skills
Finance, Account Reconciliation, Cash Management, Website Development, Social Media Marketing, Integrated Marketing, SEO, Digital Media, Copywriting, Social Networking

Education
Keene State College   2003 — 2007
Bachelor of Arts (BA), Communication, General

Latoya (Latoya Rone) Kamau Latoya (Latoya Rone) Kamau Raleigh-Durham, North Carolina Area Details
Latoya (Latoya Rone) Kamau's Fidelity Investments Experience August 2014 - Present
Job Public health administration and social work
Industry Primary/Secondary Education
Experience
Adreima  March 2015 - Present
Fidelity Investments   August 2014 - Present
CHCCS  October 2011 - August 2014
CHCCS  October 2011 - August 2012

Skills
Microsoft Operating..., Tutoring, Elementary Education, Early Childhood..., Customer Service, Customer Satisfaction, Customer Experience, Healthcare Information..., Healthcare Management, Social Media, Community Outreach, Teaching, Education, Management, Public Speaking, Research, Microsoft Office, Classroom, Microsoft Excel, Coaching, Event Planning, Curriculum Design

Education
Keller Graduate School of Management of DeVry University   2013 — 2014
Master's degree, Public Health Administration, 3.62 G.P.A.

Livingstone College   2008 — 2011
Bachelor's degree, Social Work

Martin Randle Martin Randle Dallas/Fort Worth Area Details
Martin Randle's Fidelity Investments Experience March 2013 - Present
Job Retirement Solutions Rep at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2013 - Present
Fidelity Investments   May 2012 - February 2013
Adecco Group  August 2011 - April 2012
H & R Block Financial Advisor ( Now Ameriprise Financial)   March 2008 - January 2010
AG Edwards & Sons  September 2006 - August 2007
Mid-America Financial Group (outof Business)   September 2005 - June 2006
UBS  September 2002 - September 2005

Skills
Investments, Investment Strategies, Asset Allocation, Series 7, Brokerage, Pensions, Mutual Funds, Asset Management, Wealth Management, Alternative Investments, Financial Planning, Asset, Trading, Insurance, Financial Advisory, Series 63, Securities, Retirement Planning, Annuities, 401k, Portfolio Management, Equities, Customer Service, Hedge Funds, Financial Analysis, Investment Advisory, Series 66, Bonds, Options, Fixed Income, Retirement, Strategic Financial..., Uniform Combined State..., IRAs, Finance, Financial Services, Investment Management, Series 6, Series 24

Education
Keller Graduate School of Management of DeVry University   1995 — 1998
Master of Business Administration (MBA), Finance, General

University of Central Missouri   1988 — 1991
Bachelor's degree, Finance

Patrick Coughlin, AIF® Patrick Coughlin, AIF® Boston, Massachusetts Details
Patrick Coughlin, AIF®'s Fidelity Investments Experience 1995 - 2005
Job Principal at Buck Consultants
Industry Management Consulting
Experience
Buck Consultants at Xerox  November 2014 - Present
Cammack Retirement Group  October 2012 - October 2014
ClearPath Retirement Partners   September 2009 - May 2012
Charles Schwab  July 2005 - June 2009
Fidelity Investments   1995 - 2005

Skills
ERISA, 401(k), Defined Benefit, Non-Qualified Deferred..., Investments, Relationship Management, Uniform Combined State..., Retirement Plan..., 403(b), Participant Education, Series 66, Wealth Management, Pensions, Retirement

Education
Keene State College
BS Management, Finance

Casey Klar Casey Klar Greater Boston Area Details
Casey Klar's Fidelity Investments Experience October 2003 - January 2004
Job Office Manager at FactSet Research Systems
Industry Executive Office
Experience
FactSet Research Systems  April 2011 - Present
Massachusetts General Hospital  September 2010 - April 2011
IHRSA  March 2004 - July 2009
Fidelity Investments   October 2003 - January 2004
The Taunton Press  2002 - 2003

Skills
Customer Service, Outlook, Management, Access, Time Management, Editing, Marketing, Budgets, Training, Data Entry, Advertising, Project Planning, Sales, Research, Event Planning, Social Media, Microsoft Excel

Education
Keene State College   1998 — 2002
BA, Communications

York St. John College   2000 — 2001
Bachelor of Arts (BA), Communication, General

Brian Mumford Brian Mumford Manchester, New Hampshire Details
Brian Mumford's Fidelity Investments Experience 2007 - 2012
Job Junior Cost Analyst
Industry Financial Services
Experience
http://www.insighttechnology.com/   June 2012 - Present
Fidelity Investments   2007 - 2012
Retirement Living Services   May 2006 - July 2006

Skills
Microsoft Excel, Visual Basic, Microsoft Word, Microsoft Office, Access, PowerPoint, Outlook, Accounting, Accounts Payable, Accounts Receivable, General Ledger, Account Reconciliation, Financial Reporting, Spreadsheets

Education
Keene State College   2002 — 2006
Bachelor of Arts (BA), Applied Mathematics

Kimberly Potvin Kimberly Potvin Merrimack, New Hampshire Details
Kimberly Potvin's Fidelity Investments Experience May 2015 - Present
Job Learning Coordinator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2015 - Present
Fidelity Investments   January 2013 - May 2015
Fidelity Investments   September 2012 - January 2013
Fidelity Investments   January 2011 - September 2012
Fidelity Investments   September 2009 - January 2011
Amazon  April 2009 - September 2009
Digital Federal Credit Union  September 2008 - February 2009

Skills
Business Analysis, Training Facilitation, Microsoft Office, Time Management, Event Planning, Problem Solving, Customer Service, Employee Training, Series 63, Series 7, SharePoint, Outlook, Project Management, Process Improvement, Customer Satisfaction, Microsoft Excel, Microsoft Word, Social Media

Education
Keene State College   2004 — 2008
Bachelor of Arts (B.A.), History specialization in pre-Civil War U.S.

Jason Moriarty Jason Moriarty Nashua, New Hampshire Details
Jason Moriarty's Fidelity Investments Experience June 2007 - May 2012
Job Tax Manager at Paylocity
Industry Human Resources
Experience
Paylocity  May 2015 - Present
Paylocity  September 2014 - May 2015
Paylocity  May 2012 - August 2014
Fidelity Investments   June 2007 - May 2012
Fidelity Investments   July 2004 - June 2007
Fidelity Investments   November 2003 - July 2004
Fidelity Investments   June 2001 - November 2003

Skills
Tax, Tax Returns, Account Reconciliation, Payroll Taxes, Payroll Administration, General Ledger, Accounting, Microsoft Excel, Training

Education
Keene State College   1995 — 1999
Bachelor of Science (B.S.), Finance, General

Nashua High School   1992 — 1995

Jennifer Oliver Jennifer Oliver Greater Boston Area Details
Jennifer Oliver's Fidelity Investments Experience 1994 - 2002
Job Occupancy Planning Transition Lead at JLL
Industry Architecture & Planning
Experience
JLL  September 2015 - Present
Jones Lang LaSalle  January 2008 - Present
Sun Microsystems  March 2003 - December 2007
Fidelity Investments   1994 - 2002
Digital Equipment Inc   1986 - 1992

Skills
Organizational Change, occupancy planning, space data management, Change Management, Organizational..., Portfolio Management, Planning, Management Consulting, Corporate Real Estate, Facilities Management, Strategic Planning, Team Building, Program Management, Process Improvement, Facilities Planning, Mentoring, Negotiation, Vendor Management, Occupancy Planning, Project Planning, Commercial Real Estate, Property Management, Leadership, Facilities Operations, Contract Negotiation, Project Management, Contract Management, Operations Management, Location Intelligence, Real Estate, Leases, Management, Budgets, Business Development, Strategy

Education
Regis College   2002 — 2007
Masters in Science, Management/Leadership

Keene State College   1975 — 1979
BS in Education, Industrial Arts Education

Kathrine Wunderli-Bastian Kathrine Wunderli-Bastian Providence, Rhode Island Area Details
Kathrine Wunderli-Bastian's Fidelity Investments Experience May 2014 - Present
Job Branch Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2014 - Present
Fidelity Investments   2011 - May 2014
Fidelity Investments   January 2010 - May 2011
Fidelity Investments   May 2007 - January 2010
United States Air Force  2002 - 2008

Skills
Customer Service, Series 7, Series 63, Management, Team Building, Coaching, Outlook, Training Facilitation, Team Leadership, Program Facilitation, Microsoft Excel, Microsoft Word, OneNote, Written & Oral..., Financial Services, Mutual Funds, Investments, Finance, Microsoft Office, Leadership

Education
Keene State College

Southern New Hampshire University
Bachelor's degree

Andrew Lowe, MPM Andrew Lowe, MPM Las Vegas, Nevada Area Details
Andrew Lowe, MPM's Fidelity Investments Experience August 2007 - March 2010
Job Project Manager and Business Development Leader, eager to help your organization succeed!
Industry Program Development
Experience
Zappos Family of Companies  December 2011 - June 2012
RA Sushi Bar Restaurant  March 2010 - June 2012
Advanced Home Health and Hospice   January 2010 - December 2011
Fidelity Investments   August 2007 - March 2010
RA Sushi Bar Restaurant  August 2004 - July 2007

Skills
MS Project, Project Planning, Customer Service, Process Improvement, Program Management, MS Office Suite, PowerPoint, Investments, Investment Banking, Problem Solving, Product Management, Strategic Communications, Hospitality Industry, Customer Experience, Customer Retention, Strategic Planning, Project Coordination, Project Execution, Project Delivery, Project Implementation, Customer Satisfaction, Customer Focus

Education
Keller Graduate School of Management of DeVry University   2008 — 2011
Master, Project Management

University of Nevada-Las Vegas - College of Business   2002 — 2007
Bachelor, Business Management

Lynn DeLorey Lynn DeLorey Phoenix, Arizona Area Details
Lynn DeLorey's Fidelity Investments Experience December 1997 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   December 1997 - Present

Education
Franklin High School

Keiser College

Andrew DeCarolis Andrew DeCarolis Greater Boston Area Details
Andrew DeCarolis's Fidelity Investments Experience March 2013 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments   March 2013 - Present
Ski Haus  September 2011 - March 2013
Continental Paving, Inc.   May 2009 - December 2012
ESD Electric   May 2008 - August 2008
Egon Zimmermann Sport Chalet   November 2006 - April 2007

Skills
Supervisory Skills, Problem Solving, Customer Relations, Conflict Resolution, Time Management, Organizational..., Analytical Reasoning, Customer Service, Leadership, Interviews

Education
Keene State College   2007 — 2011
BA, Psychology

Bishop Guertin High School   2003 — 2007

Bill Magee Bill Magee Greater Boston Area Details
Bill Magee's Fidelity Investments Experience January 1992 - February 2007
Job Consultant at Sustainable Minds
Industry Internet
Experience
Sustainable Minds  July 2009 - Present
Boston College  April 2008 - July 2009
Modernista!  April 2007 - March 2008
Fidelity Investments   January 1992 - February 2007

Education
Salt Lake Community College   1980 — 1982
Computer Science

Keene State College

Joshua Doustou Joshua Doustou Wrentham, Massachusetts Details
Joshua Doustou's Fidelity Investments Experience October 2014 - Present
Job Financial Representative at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments   October 2014 - Present
Ahronian Landscaping and Design Inc   May 2012 - October 2014
LVI Boston  June 2014 - August 2014
Nicky’s Restaurant  May 2006 - August 2012
CBS Scene Restaurant and Bar  May 2011 - September 2011
Community Auditions Foxwoods MGM   February 2011 - February 2011
DECA  September 2008 - May 2010

Skills
Financial Services, Financial Planning, Customer Service, Marketing Communications, Social Media Marketing, Adobe Creative Suite, Effective Communication..., Microsoft Excel, Organizational Structure, Illustrator, InDesign, PowerPoint, Landscape Design, Public Speaking, Social Media, Time Management

Education
Keene State College   2010 — 2014
Bachelor of Arts, Communications

Brad Fresia Brad Fresia Nashua, New Hampshire Details
Brad Fresia's Fidelity Investments Experience May 2013 - September 2013
Job Clinical Supply Chain Coordinator at Boston Scientific
Industry Computer Software
Experience
Boston Scientific  May 2015 - Present
Skyventure NH   July 2006 - Present
Delta Air Lines  September 2013 - October 2014
Fidelity Investments   May 2013 - September 2013

Skills
Customer Service, Public Speaking, Social Media, Microsoft Office, Data Analysis, AJAX, JavaScript, MySQL, jQuery, HTML, CSS, PHP, Objective-C, Qualified Retirement..., 401k, Event Management, Entertainment, Photoshop, Microsoft Excel, Microsoft Word, PowerPoint, Editing, Music

Education
Keene State College   2004 — 2005

Denis Luzan Denis Luzan Cincinnati Area Details
Denis Luzan's Fidelity Investments Experience January 2015 - Present
Job Brokerage Operations Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2015 - Present
Veritude  March 2012 - December 2014
Affiliated Computer Services  July 2009 - March 2012

Skills
Word, Excel, PowerPoint, Access, Outlook, Microsoft Office, Problem Solving, Reliability, FDOT, FBSI, XTRAC, IRF, Finance, Microsoft Excel, Microsoft Word, Leadership, Process Improvement, Analysis, Accounting

Education
Keller Graduate School of Management of DeVry University   2010 — 2012
Master's, MAFM - CFA

DeVry University   2007 — 2010
BBA, Finance

Matt DaCosta Matt DaCosta Greater Boston Area Details
Matt DaCosta's Fidelity Investments Experience September 2015 - Present
Job Equity and Option Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2015 - Present
Fidelity Investments   April 2015 - September 2015
Euroadventures  August 2014 - December 2014
Small Business Institute  January 2014 - May 2014
Fritz, The Place to Eat   August 2011 - May 2014
Keene State College  January 2013 - May 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Time Management, Management, Data Entry, Analysis, Spanish, Organization Skills, Relationship-builder..., Sales, Critical Thinking, Leadership

Education
Keene State College   2010 — 2014
Bachelor of Science (B.S.), Management

CFA Institute

Devan Witzenbocker Devan Witzenbocker Merrimack, New Hampshire Details
Devan Witzenbocker's Fidelity Investments Experience February 2014 - Present
Job Financial Associate I Tax Exempt at Fidelity Investments
Industry
Experience
Fidelity Investments   February 2014 - Present
Olive Garden  June 2011 - January 2014
Keene State College  2012 - 2013
Nationwide Insurance  April 2007 - May 2008

Skills
Research, Time Management, Management, Data Entry, Customer Service, Teamwork, PowerPoint, Microsoft Office, Microsoft Excel, Sales, Public Speaking, Event Planning, Microsoft Word

Education
Keene State College   2009 — 2013
Bachelor of Arts (B.A.), Psychology

Lorenzo de Medici   2012 — 2012

Merrimack High School   2005 — 2009

Matthew Kaled Matthew Kaled Merrimack, New Hampshire Details
Matthew Kaled's Fidelity Investments Experience November 2011 - Present
Job QDRO Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2011 - Present
Fidelity Investments   May 2008 - November 2011
Fidelity Investments   May 2004 - May 2008

Skills
Mutual Funds, Retirement, Call Centers

Education
Keene State College   2000 — 2004
B.A., Social Sciences

Keshon (Smallwood) Henderson Keshon (Smallwood) Henderson Plano, Texas Details
Keshon (Smallwood) Henderson's Fidelity Investments Experience June 2006 - May 2007
Job Business Analyst at UT Southwestern Medical Center at Dallas
Industry Market Research
Experience
UT Southwestern Medical Center  September 2012 - Present
Research Now (an e-Rewards Company)   April 2012 - September 2012
Research Now (an e-Rewards Company)   February 2010 - April 2012
Siemens Energy & Automation  March 2008 - June 2009
Fidelity Investments   June 2006 - May 2007

Skills
Research Project..., MS Project, MS Office Suite, Market Research, Project Management, Data Analysis, Business Analysis, Microsoft Office, Customer Service, Microsoft SQL Server, Access, Change Management, Project Planning, Visio, SQL, Networking, Process Improvement, Proposal Writing, Microsoft Excel, Quality Assurance, C#, Business Development, Team Building, Recruiting, Management, Analysis, Team Leadership, Training

Education
Keller Graduate School of Management of DeVry University   2010 — 2012
Masters in Information Systems Management, Project Management

University of North Texas   2005 — 2007
Bachelors in Business Administration, Business Computer Information Systems

Brandon Yates, MBA Brandon Yates, MBA Greater Salt Lake City Area Details
Brandon Yates, MBA's Fidelity Investments Experience October 2006 - March 2013
Job Project Management & Business Analysis
Industry Information Technology and Services
Experience
CSC - Computer Sciences Corporation  June 2015 - Present
Avisae  January 2015 - Present
Fisher Investments  March 2013 - January 2015
Fidelity Investments   October 2006 - March 2013
Vanguard  January 2004 - October 2006

Skills
Relationship Management, Project Management, Analytical Skills, Organizational..., Collaborative Problem..., Time Management, Customer Service, Asset Allocation, Investment Strategies, Investments, Finance, Fixed Income, Retirement Planning, Securities, Financial Services, Mutual Funds, Series 7, Series 63, Series 6, Business Analysis

Education
Keller Graduate School of Management of DeVry University
MBA, Project Management

University of Utah   2000 — 2003
BS, Psychology

Kimberley Maslowski Kimberley Maslowski Warwick, Rhode Island Details
Kimberley Maslowski's Fidelity Investments Experience July 2006 - January 2010
Job Manager Instructional Design at CVS Health
Industry E-Learning
Experience
CVS Health  March 2015 - Present
CVS Health  April 2013 - March 2015
Veritude for Fidelity   December 2011 - April 2013
InQuest Technologies  February 2010 - December 2011
Fidelity Investments   July 2006 - January 2010
AVID Technical Resources  January 2009 - September 2009
Mercer HR Services  June 2005 - July 2006

Skills
Instructional Design, E-Learning, Adobe Creative Suite, Training Delivery, ADDIE, Lectora, Captivate, Needs Analysis, Instructor-led Training, HTML, Blended Learning, Brainshark, Learning Management, Leadership Development, Marketing, Performance Consulting, SnagIt, Camtasia, E-commerce, Learning Management..., SharePoint, Adult Education, Technical Training

Education
University of Massachusetts Boston   2000 — 2002
Master of Education (M.Ed.), Instructional Design

Keene State College   1988 — 1992
BS, Management

Grace Bosworth Grace Bosworth Cincinnati Area Details
Grace Bosworth's Fidelity Investments Experience 2001 - 2004
Job President of Global 2 Local Language Solutions
Industry Translation and Localization
Experience
Global to Local Language Solutions  October 2009 - Present
ALS/TU   2004 - 2009
Fidelity Investments   2001 - 2004

Skills
Language Teaching, Customer Service, Translation, Proofreading, Editing, Localization, Copy Editing, Contract Management, Technical Translation, Subtitling, Trados, Linguistics, Translation Services, Coaching, Spanish, Website Localization, Marketing Strategy, Leadership, English, Interpreting, Training, Marketing, Project Management, Analysis, Multilingual, Intercultural..., Social Networking, International Business, International Relations, French, Strategy, Foreign Languages, Proposal Writing, New Business Development, Small Business, Language Services, Globalization, Entrepreneurship, Business Development, Terminology, Legal Translation, Internationalization

Education
Keller Graduate School of Management of DeVry University   2012 — 2014
PMA, Master's Degree in Project Management, Project Management/International Business, Master's Program

Ohio University   1993 — 1996
BA, International Business/Spanish

Xavier University
MBA, International Business

Ryan Sardelli Ryan Sardelli Boston, Massachusetts Details
Ryan Sardelli's Fidelity Investments Experience 2000 - 2004
Job Investment Consultant, Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management  2010 - Present
Pioneer Investments  2006 - 2010
Pioneer Investments  2006 - 2006
Pioneer Investments  2005 - 2005
Fidelity Investments   2000 - 2004

Skills
Mutual Funds, Investments, Alternative Investments, Fixed Income, Asset Allocation, Capital Markets, Series 7, Series 66, Asset Management, Financial Services, Series 6, Variable Annuities, Portfolio Management

Education
Keene State College   2001 — 2005
Bachelor of Arts

Lexington High School   1997 — 2001

William Magee William Magee Greater Boston Area Details
William Magee's Fidelity Investments Experience March 2011 - April 2012
Job Drupal Software Developer at Harvard Medical School
Industry Information Technology and Services
Experience
Harvard Medical School  April 2015 - Present
Workflow By Design  June 2014 - February 2015
UpToDate  December 2013 - June 2014
EDC  December 2012 - November 2013
Harvard University  May 2012 - November 2012
Fidelity Investments   March 2011 - April 2012
Coldwell Banker  July 2010 - February 2011
Sustainable Minds  July 2009 - July 2010
Boston College  April 2009 - June 2010

Skills
HTML5, jQuery UI, Bootstrap, CSS, Business Analysis, SQL, Databases, Consulting, JavaScript, XML, Agile Methodologies, Web Services, Requirements Analysis, Project Management, jQuery, Web Applications, HTML, MySQL, Web Development, Software Development, AJAX, User Interface Design

Education
Utah Valley University   1982 — 1983

Keene State College   1976 — 1980
Fine Arts

Boris Andrijanic Boris Andrijanic Manchester, New Hampshire Details
Boris Andrijanic's Fidelity Investments Experience February 2014 - Present
Job Retirement Solutions Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 2014 - Present
Fidelity Investments   March 2012 - Present
Fidelity Investments   September 2008 - March 2012
Fidelity Investments   September 2007 - August 2008
Fidelity Investments   July 2006 - September 2007

Skills
Customer Relations, Customer Service, 401k, Defined Benefit, Health Insurance, Bilingual, Team Leadership, Pension Administration, Retirement Services, Employee Benefits, Investments, Pensions, Defined Contribution, Retirement Planning, Series 63, Series 6, Series 7, FINRA, Mutual Funds, IRAs, Financial Advisory, Asset Allocation, Financial Planners, Retirement Benefits

Education
Keene State College   2001 — 2005
Bachelor of Science, Business Management

Peter Jukoski Peter Jukoski Greater Boston Area Details
Peter Jukoski's Fidelity Investments Experience 2005 - 2006
Job SharePoint Analyst at Dartmouth College
Industry Higher Education
Experience
Dartmouth College  July 2012 - Present
Live Wire Energy Solutions   November 2008 - July 2012
Certified Energy Consultants   October 2008 - November 2009
Edgewater Technology  2006 - 2008
Fidelity Investments   2005 - 2006
Granite State Management & Resources  2004 - 2005

Skills
Energy Efficiency, Energy, Energy Management, Program Management, Project Management, Vendor Management, Disaster Recovery..., Business Analysis, Strategic Planning, Enterprise Software, Professional Services, Team Building, Process Improvement, SharePoint 2010, Olympic Recurve Archery

Education
Sacred Heart University   1987 — 1988
MBA, Business

Keene State College   1980 — 1983
BS, Occupational Safety

Marlene Geurink Marlene Geurink Des Moines, Iowa Details
Marlene Geurink's Fidelity Investments Experience August 2015 - Present
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments   August 2015 - Present
Dale R. Whiting & Associates   February 2013 - June 2015
Summit University  May 2010 - October 2012
Operation Mobilization  September 2005 - October 2009
KV Works   August 2003 - October 2004

Education
Keller Graduate School of Management of DeVry University   2009 — 2012
MBA, Information Technology, Accounting, 3.8

Liberty University   2002 — 2002
Business, Interior Decorating

Summit University   1996 — 2000
Bachelor of Science, Bible, Counseling, 3.5

Monica Hope Monica Hope Bedford, Texas Details
Monica Hope's Fidelity Investments Experience 2006 - 2013
Job Business Coordinator at LiveIT Consulting Group
Industry Financial Services
Experience
LiveIT Consulting Group   August 2015 - Present
ONSTAGE in Bedford Theater   August 2014 - June 2015
Adecco Group  February 2015 - March 2015
LiveIT Consulting Group   2015 - 2015
LiveIT Consulting Group   2015 - 2015
LiveIT Consulting Group   2015 - 2015
Cornerstone Staffing  May 2014 - June 2014
United Capital Financial Advisers, LLC  September 2013 - February 2014
Fidelity Investments   2006 - 2013

Skills
Marketing Strategy, Public Relations, Client Relations Skills, Oral & Written..., Leadership, Public Speaking, Customer Service, Teaching, Organization, Proficient Typing Skills, Phone Etiquette, Microsoft Office, Microsoft Word, Microsoft Excel, Administrative..., Research, Budgets, Accurate Record Keeping, Team Building

Education
Keller Graduate School of Management of DeVry University   2014 — 2015
Master of Business Administration (M.B.A.), Marketing, 3.5 of 4.0

The University of Texas at San Antonio   1994 — 1999
Bachelor's Degree, English Language and Literature/Letters

Palo Alto College   1995 — 1997
Associate's Degree, Biology/Biological Sciences, General

Nicolas Bartashevich Nicolas Bartashevich Greater Boston Area Details
Nicolas Bartashevich's Fidelity Investments Experience July 2011 - October 2011
Job Account Executive at Dyn
Industry Information Technology and Services
Experience
Dyn  March 2015 - Present
MAS Healthcare & Technology   November 2012 - March 2015
Nortrax  March 2012 - November 2012
Crystal Rock, LLC.   October 2011 - March 2012
Fidelity Investments   July 2011 - October 2011
Enterprise Rent-A-Car  March 2005 - June 2011
Core Medical Group  September 2004 - March 2005

Skills
Recruiting, Sales Process, New Business Development, Healthcare Information..., Management, Customer Service, Program Management, Healthcare, EMR, Enterprise Software, Cold Calling, Sales Operations, Project Management, Account Management, Networking, Leadership

Education
Keene State College   2000 — 2004
Bachelor of Arts, Psychology

Gorham High School   1995 — 1999

Camilla Rook Camilla Rook Raleigh-Durham, North Carolina Area Details
Camilla Rook's Fidelity Investments Experience August 2013 - December 2014
Job Client Services at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   August 2013 - December 2014
Sam's Club  April 2011 - November 2013
US EPA  June 2009 - August 2010

Skills
Customer Service, Data Entry, Time Management, Cashiering, Microsoft Office, Customer Satisfaction, Retail, Inventory Management, Telephone Skills, Outlook, Microsoft Word, Microsoft Excel, Sales, PowerPoint, Leadership, Windows 7, Team Leadership, Access, Retail Sales, Teamwork, Training

Education
Keller Graduate School of Management of DeVry University   2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General

North Carolina Central University   2007 — 2011
Bachelor of Science (BS), Computer Information Systems

Christine Amon Christine Amon Greater Boston Area Details
Christine Amon's Fidelity Investments Experience January 2014 - Present
Job Director, Portfolio Services / Global Asset Allocation at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2014 - Present
Fidelity Investments   January 2013 - January 2014
Fidelity Investments   December 2011 - January 2013
Fidelity Investments   March 2010 - February 2012
Fidelity Investments   1998 - 2011

Skills
Systems Analysis, Vendor Management, Web Applications, Requirements Analysis, SDLC, Agile Methodologies, Business Analysis, Software Development, Cross-functional Team..., Business Process, Strategy, Management, Analysis, Data Analysis, Requirements Gathering

Education
Keene State College   1992 — 1996
B.S., Management

Erik Fossnes Erik Fossnes Merrimack, New Hampshire Details
Erik Fossnes's Fidelity Investments Experience June 2005 - Present
Job Pricing Analyst IV at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2005 - Present
Fidelity Investments   November 1999 - June 2005
L.L.Bean   1996 - 1998

Skills
Mutual Funds, Series 7, Series 63, Financial Services, Investments, Equities, Securities, Retirement, Retirement Planning, 401k, Asset Management

Education
University of New Hampshire - Manchester   1996 — 1997

Keene State College   1994 — 1996
Biology

Michael Viglione, CEP Michael Viglione, CEP Greater Boston Area Details
Michael Viglione, CEP's Fidelity Investments Experience October 2014 - Present
Job Senior Product & Service Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2014 - Present
Fidelity Investments   May 2012 - October 2014
Fidelity Investments   October 2010 - April 2012
Fidelity Investments   May 2006 - October 2010
Fidelity Investments   May 2005 - May 2006

Skills
Financial Services, Requirements Analysis, Series 7, Series 63, Equities, Mutual Funds, Relationship Management, Management, Securities, Process Improvement, Project Management, Business Analysis, Vendor Management, Risk Management, Investments, Finance

Education
Keene State College   2001 — 2005
Bachelor of Arts (BA), Psychology

Jason Mora Jason Mora Greater Boston Area Details
Jason Mora's Fidelity Investments Experience January 2007 - May 2010
Job Market Development Specialist at Versatex Trimboard
Industry Construction
Experience
Versatex Trimboard  September 2013 - Present
Flagship Merchant Services  September 2012 - September 2013
Mercer  May 2010 - January 2013
Fidelity Investments   January 2007 - May 2010
Chuck's Steakhouse and Margaritas   January 1999 - September 2006

Skills
Management, Software Documentation, Training, Analysis, Customer Service, Employee Benefits, Databases, Process Improvement, Access, Time Management, Insurance, Microsoft Excel, Outlook, Salesforce.com, Account Management, Leadership, Sales

Education
Keene State College   2002 — 2006
BA, Economics

EO Smith

EO Smith

Ashleigh Baudin Ashleigh Baudin Greater Boston Area Details
Ashleigh Baudin's Fidelity Investments Experience February 2011 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments   February 2011 - Present
Berkshire Health Systems  April 2010 - February 2011
Canobie Lake Park  June 2006 - October 2010
Abercrombie & Fitch  January 2010 - April 2010
Shaw's Supermarkets  September 2006 - January 2010
NEPs, Inc   January 2008 - August 2008
Law Office of Kathleen Ryder   January 2008 - June 2008

Education
Southern New Hampshire University   2007 — 2009
B.A., English and Pre-law

Keene State College   2005 — 2007
B.A., English

Patrice Williams Patrice Williams Raleigh-Durham, North Carolina Area Details
Patrice Williams's Fidelity Investments Experience June 2015 - Present
Job Business Analyst at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments   June 2015 - Present
Pactera US  March 2011 - June 2015
Accenture  June 2004 - March 2011

Skills
Integration, Testing, Management Consulting, Business Process..., Business Analysis, Project Management, Change Management, Management, Business Process, Training, PMP, Enterprise Software, Access

Education
North Carolina State University   2000 — 2004
Bacholar of Science, Business Management - Finance

Keller Graduate School of Management of DeVry University

Clinton Colliver Clinton Colliver Lexington, Kentucky Area Details
Clinton Colliver's Fidelity Investments Experience March 2011 - June 2011
Job Staff Accountant at Ray, Foley, Hensley & Co
Industry Financial Services
Experience
Ray, Foley, Hensley & Co   January 2013 - Present
State of Kentucky  April 2012 - December 2012
Fidelity Investments   March 2011 - June 2011
Tennis Store of Lexington   March 2010 - September 2010
Sportsplus  June 2004 - March 2010
Transylvania University  2006 - 2010

Education
Transylvania University   2006 — 2010
B.A., Business Administration

Keller Graduate School of Management of DeVry University   2011 — 2012
Master's in Accounting and Financial Management

Ryan Darby Ryan Darby Greater Boston Area Details
Ryan Darby's Fidelity Investments Experience May 2015 - Present
Job Financial Associate Retirement & Benefits at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2015 - Present
Enterprise Rent-A-Car  May 2014 - January 2015

Skills
Management, Customer Service, Sales, Microsoft Excel, Leadership, Marketing, PowerPoint, Teamwork, Time Management, Customer Satisfaction

Education
Keene State College   2011 — 2015
Bachelor's Degree, Business Management

Kimberley Ferris Kimberley Ferris Greater Boston Area Details
Kimberley Ferris's Fidelity Investments Experience November 2010 - Present
Job Service Delivery Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2010 - Present
National CASA Association  August 2010 - November 2010

Education
Keene State College   2005 — 2009
B.A., Sociology and Criminal Justice

Ian Kane Ian Kane Greater New York City Area Details
Ian Kane's Fidelity Investments Experience 1999 - 2000
Job Senior Product Manager Portfolio Products at FactSet Research Systems
Industry Information Technology and Services
Experience
FactSet Research Systems  October 2010 - Present
FactSet Research Systems, Inc  2006 - October 2010
FactSet Research Systems, Inc  2005 - 2006
FactSet Research Systems, Inc  2004 - 2005
Citigroup Asset Management  2002 - 2004
FactSet Research Systems, Inc  2000 - 2002
Fidelity Investments   1999 - 2000

Skills
Product Management, Market Data, Business Analysis, Analytics, Equities, Portfolio Management, Asset Management

Education
Keene State College   1995 — 1999
BS, Management

Michelle (Merchant) Lusignan Michelle (Merchant) Lusignan Greater Boston Area Details
Michelle (Merchant) Lusignan's Fidelity Investments Experience September 2010 - Present
Job Business Analyst Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2010 - Present
Affiliated Computer Services  August 2009 - September 2010
Fidelity Investments   July 2007 - August 2009
Fidelity Investments   November 2004 - July 2007
Fidelity Investments   April 2003 - November 2004
Fidelity Investments   January 2003 - April 2003
Fidelity Investments   May 2002 - December 2002

Skills
SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Databases, Program Management

Education
Keene State College   1993 — 1998
BA

Carter Freudenheim Carter Freudenheim Greater Boston Area Details
Carter Freudenheim's Fidelity Investments Experience April 2000 - Present
Job Systems Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2000 - Present
Fidelity Investments   1998 - 2000
Fidelity Investments   1996 - 1998
Putnam Investments  1995 - 1996
Stream International, MA   1994 - 1995
MicroWarehouse  1992 - 1994

Skills
Quality Assurance, Unix, Integration, Software Development, Operations Management, Vendor Management, Requirements Analysis, Process Improvement, Software Project..., Project Management, Visio, SDLC, Business Analysis, Program Management, Agile Methodologies, Requirements Gathering, Financial Services

Education
Keene State College   1985 — 1989
BS, Business Management

Laurie Faul Laurie Faul Greater San Diego Area Details
Laurie Faul's Fidelity Investments Experience 2001 - 2003
Job Marketing Manager at BioMed Realty Trust
Industry Education Management
Experience
BioMed Realty Trust  June 2008 - Present
BioMed Realty Trust  June 2008 - 2012
Student Loan Xpress, A CIT Company  January 2006 - June 2008
LPL Financial Services  2000 - December 2005
Fidelity Investments   2001 - 2003

Skills
Adobe Acrobat, Microsoft Office, Illustrator, Logo Design, Art Direction, PowerPoint, Graphic Design, Adobe Creative Suite, InDesign, Marketing, Graphics, Email Marketing, Advertising

Education
Keene State College   1994 — 1998

Dria Stauss Dria Stauss Greater New York City Area Details
Dria Stauss's Fidelity Investments Experience January 2007 - Present
Job Client Services Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2007 - Present
Fidelity Investments   October 2005 - January 2007
Fidelity Investments   November 2004 - October 2005
Fidelity Investments   September 2002 - November 2004

Education
Seton Hall University   1997 — 1999
Master of Arts, Corporate and Public Communication

Keene State College   1985 — 1989

Jeannie Robinson Horne Jeannie Robinson Horne Greater Boston Area Details
Jeannie Robinson Horne's Fidelity Investments Experience MemberBoston College Center for Work & Family2001 - Present
Job Sr. Benefits Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   MemberBoston College Center for Work & Family2001 - Present

Education
Keene State College   1986 — 1990

Kori Janowiec Kori Janowiec Greater Boston Area Details
Kori Janowiec's Fidelity Investments Experience Sr. DirectorFidelity Institutional - HR Payroll1998 - Present
Job Director at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments   Sr. DirectorFidelity Institutional - HR Payroll1998 - Present
Fidelity Investments   1998 - 2008

Education
Keene State College   1987 — 1992

Taryn Swenson Taryn Swenson Merrimack, New Hampshire Details
Taryn Swenson's Fidelity Investments Experience April 2009 - January 2012
Job Stay At Home Mother at Swenson Household
Industry Financial Services
Experience
Swenson Household   January 2012 - Present
Fidelity Investments   April 2009 - January 2012
Fidelity Investments   July 2007 - April 2009
Veritude LLC contractor for Fidelity Investments   October 2006 - July 2007
Veritude LLC contractor for Fidelity Investments   August 2006 - October 2006

Skills
Microsoft Office, Requirements Gathering, Microsoft Excel, Tax, Management, Business Requirements, Data Analysis, Requirements Analysis, Process Improvement, HRIS, Salesforce.com, Lotus Notes, Quality Assurance, Account Reconciliation, PeopleSoft, Visio, Vendor Management, Software Documentation, Customer Satisfaction, Business Process..., Microsoft Word, Variance Analysis, Payroll, Employee Benefits, Business Analysis, Financial Risk, Access, SDLC, Benefits Administration, General Ledger, Project Management, Program Management, Payroll Taxes, Outlook, Series 63, Systems Analysis

Education
Keene State College
BS, Elementary Education

Keene State College
BA, Sociology

Maggie Miller SPHR Maggie Miller SPHR Greater Boston Area Details
Maggie Miller SPHR's Fidelity Investments Experience September 2010 - May 2011
Job Benefits Coordinator at Central Catholic High School
Industry Human Resources
Experience
Central Catholic High School  April 2011 - Present
Fidelity Investments   September 2010 - May 2011
International Cars Ltd., Inc.   July 1997 - May 2009
Vermont Federal Bank  July 1996 - July 1997
First Essex Bank  1994 - 1996
Bay Bank  September 1983 - January 1994
UNH WSBE   1991 - 1993

Education
University of New Hampshire -- Peter T. Paul College of Business and Economics   1991 — 1993
MBA

Keene State College   1978 — 1983
BA, Business

Kara Desjardins Kara Desjardins Greater Boston Area Details
Kara Desjardins's Fidelity Investments Experience February 2004 - December 2013
Job Practice Manager, Anesthesiology at DartmouthHitchcock
Industry Financial Services
Experience
Dartmouth-Hitchcock  December 2013 - Present
Fidelity Investments   February 2004 - December 2013
Fidelity Investments   2002 - 2004
Fidelity Investments   2000 - 2002

Skills
Business Transformation, Tactical Planning, Strategic Leadership, Change Management, Risk Management, Manage Client..., Relationship Management, Team Effectiveness, Process Improvement, Data Analysis, Leadership, Financial Analysis, Business Analysis, Financial Services

Education
Rivier College   2008 — 2009
Masters, Business Administration

Keene State College   1995 — 1999
Bachelor of Arts (B.A.), Sociology

Stephanie Seo Stephanie Seo San Francisco Bay Area Details
Stephanie Seo's Fidelity Investments Experience January 2002 - January 2004
Job Sr. Relationship Manager VALIC
Industry Financial Services
Experience
VALIC  2004 - Present
Fidelity Investments   January 2002 - January 2004
Fidelity Investments   February 2000 - January 2002

Skills
Mutual Funds

Education
Keene State College   1989 — 1993

Ryan Miner Ryan Miner Greater Boston Area Details
Ryan Miner's Fidelity Investments Experience 2005 - 2007
Job Photographer at Capstone Photography, Inc.
Industry Photography
Experience
The Daily  May 2011 - Present
Actionphotos.com   2008 - Present
Beantown Photo   October 2007 - Present
Capstone Photography, Inc.   May 2006 - Present
Fidelity Investments   2005 - 2007
Keene Sentinel  2004 - 2005
Eastern Mountain Sports  2001 - 2005
PC Connection  1999 - 2001

Skills
Photography, Digital Photography, Photoshop, Mac, Image Manipulation, Adobe Creative Suite, Social Networking, Social Media, Microsoft Office, Editing, Social Media Marketing, PowerPoint, Microsoft Excel, Photos, Microsoft Word, Editorial, Photojournalism, Research, Portrait Photography, Online Advertising

Education
Keene State College   1994 — 1999
Bachelor, Clinical Psychology

Vermont Academy, Saxtons River, VT   1988 — 1989

Gerry Bradley Gerry Bradley Greater Boston Area Details
Gerry Bradley's Fidelity Investments Experience July 1998 - June 2008
Job Business Analyst at Liberty Mutual
Industry Financial Services
Experience
Liberty Mutual  October 2008 - Present
Fidelity Investments   July 1998 - June 2008
Fidelity Investments   May 2005 - August 2006
Fidelity Investments   December 2001 - May 2005

Education
Keene State College   1987 — 1991
Bachelor of Science, Business Management

Lavonda Williams, MHRM Lavonda Williams, MHRM Greater Chicago Area Details
Lavonda Williams, MHRM's Fidelity Investments Experience February 2007 - August 2007
Job Talent Business Partner at Cook County Health and Hospitals System
Industry Hospital & Health Care
Experience
Cook County Health and Hospitals System  June 2014 - Present
Cook County Health and Hospitals System  April 2013 - May 2014
Resurrection Health Care  August 2011 - June 2013
Resurrection Health Care  2007 - August 2011
Fidelity Investments   February 2007 - August 2007
Rush University Medical Center  December 2001 - June 2006

Skills
Onboarding, Benefits Administration, Applicant Tracking..., HR Policies, Recruiting, Human Resources, Labor Relations, Healthcare, Interviews, Leadership, Hiring, Personnel Management, Administration, New Hire Orientations, College Recruiting, Employee Relations, Employee Engagement

Education
Keller Graduate School of Management of DeVry University   2009 — 2012
MHRM, Human Resources

DeVry University   2004 — 2007
B.S, Human Resources Management

Jason Guevin Jason Guevin Greater Boston Area Details
Jason Guevin's Fidelity Investments Experience January 2000 - January 2004
Job Pro Territory Manager at PPG
Industry Retail
Experience
PPG Architectural Coatings  January 2005 - Present
PPG Industrial Coatings  2005 - 2014
PPG Industrial Coatings  2005 - 2014
American Home Mortgage  July 2004 - July 2005
Fidelity Investments   January 2000 - January 2004
Carry Out Connection   October 2000 - October 2002
Sports Medicine Coordinator   January 1998 - January 2000
HealthSouth Rehabilitation Center  January 1996 - January 1998

Skills
Sales, Financial Analysis, Accounting, Real Estate, Business Analysis, Email Marketing, Financial Reporting, Selling, Investments, Customer Service, Sales Management, Account Management

Education
Southern New Hampshire University   2001 — 2004
Master of Business Administration (MBA), Business Administration

Keene State College   1991 — 1995
BS, Physical Education, Sports Medicine

Thayer Academy

Kimberly Todd Kimberly Todd Greater Boston Area Details
Kimberly Todd's Fidelity Investments Experience District Property ManagerSummit Real Estate Capital LLCOctober 1997 - February 1999
Job Client Service Manager at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments   District Property ManagerSummit Real Estate Capital LLCOctober 1997 - February 1999
Matthew Thornton Health Plan  June 1996 - October 1997
Princeton Properties  March 1991 - October 1994

Education
Rivier College   2006 — 2008
Masters, Business Administration

Keene State College   1985 — 1989
BS, Business Management

Kat Sapounas Kat Sapounas Greater Boston Area Details
Kat Sapounas's Fidelity Investments Experience June 2015 - Present
Job Compliance Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2015 - Present
Fidelity Investments   June 2008 - June 2015
Fidelity Investments   May 2007 - June 2008
Fidelity Investments   June 2005 - May 2007

Skills
Mutual Funds, Fund Accounting, Retirement, Customer Service, Process Improvement, Business Analysis, Risk Management, Investments, Mergers & Acquisitions, Financial Analysis, Financial Services, Data Analysis, Call Centers, Project Management, Microsoft Excel, Access

Education
Keene State College   2001 — 2005
Bachelors, Communication & Management

Heather Clegg Heather Clegg Greater Boston Area Details
Heather Clegg's Fidelity Investments Experience July 2006 - March 2010
Job Systems Analysts/Business Analysts
Industry Human Resources
Experience
Fidelity Investments   July 2006 - March 2010
Fidelity Investments   April 2004 - July 2006
Fidelity Investments   March 2001 - April 2004
Fidelity Investments   June 1998 - March 2001

Education
Keene State College   1994 — 1998
Bachelor of Science, Management and Psychology

Jeannie Horne Jeannie Horne Greater Boston Area Details
Jeannie Horne's Fidelity Investments Experience March 1993 - September 2008
Job Human Resources Director
Industry Human Resources
Experience
Town of Duxbury  September 2008 - Present
Fidelity Investments   March 1993 - September 2008

Skills
Employee Benefits, Human Resources, Benefits Administration, Leadership, Employee Relations, Onboarding, Management, Talent Management, Performance Management, HRIS, Personnel Management, Deferred Compensation, Employee Engagement, HR Policies, Recruiting, Organizational..., Succession Planning, Talent Acquisition, Vendor Management, Workforce Planning, Interviews, HR Consulting, Team Building

Education
Keene State College   1986 — 1990
BA, Psychology

Debra Duford-Smith Debra Duford-Smith Greater Boston Area Details
Debra Duford-Smith's Fidelity Investments Experience 2007 - 2008
Job Principal Compensation Analyst at Southern NH Medical Center
Industry Human Resources
Experience
Southern NH Medical Center  March 2014 - Present
C&S Wholesale Grocers  August 2010 - Present
AECOM Consult  February 2009 - May 2010
Avid Technology  2008 - 2009
Fidelity Investments   2007 - 2008
PC Connection  2007 - 2007
Elliot Hospital  2001 - 2007
State of New Hampshire  1999 - 2001
State of NH, Division of Personnel   1998 - 1999
NH Job Training Council   1996 - 1998

Skills
Human Resources, Personnel Management, Deferred Compensation, Incentive Programs, Interviews, Recruiting

Education
Keene State College   1988 — 1992
Bachelor, Communication/Psychology

David Bourassa David Bourassa Greater Boston Area Details
David Bourassa's Fidelity Investments Experience January 1984 - December 2010
Job Principal at Augeo Coaching, LLC
Industry Financial Services
Experience
Augeo Coaching, LLC   June 2011 - Present
Fidelity Investments   January 1984 - December 2010

Skills
Executive Coaching, Leadership Development, Human Resources Mgt., Team Building, Change Management, Operations Management, Operational Controls, Organizational Design, Succession Planning, Coaching, Leadership, Performance Management, Human Resources, Business Process..., Program Management, Financial Services, Organizational..., Organizational..., Operational Control, Vendor Management, Talent Management

Education
Massachusetts School of Professional Psychology   2010 — 2011
GCEC, Executive Coaching

Rutgers University   1983 — 1984
M.S., Industrial Relations

Keene State College   1980 — 1981
BS, Psychology

University of New Hampshire   1978 — 1979
Civil Engineering

Michael Arcieri Michael Arcieri Greater Boston Area Details
Michael Arcieri's Fidelity Investments Experience June 2000 - Present
Job Operations Manager at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments   June 2000 - Present
Oxford Health Plans  1996 - 1999

Skills
Process Improvement, Risk Management, Business Analysis, Relationship Management, Management, Cross-functional Team..., Leadership, Financial Services, Employee Benefits, Financial Analysis, Vendor Management, Strategic Planning

Education
Southern New Hampshire University   1997 — 1999
Business Administration - MBA program

Keene State College   1990 — 1993
BA, English, Film Studies

Chris DuPaul Chris DuPaul Greater Boston Area Details
Chris DuPaul's Fidelity Investments Experience December 2002 - May 2005
Job Account Manager at Fusion Connex
Industry Information Technology and Services
Experience
Fusion Connex   February 2008 - Present
Keller Williams Real Estate  August 2005 - Present
Fidelity Investments   December 2002 - May 2005

Skills
SEO, Social Media, Social Media Marketing, Marketing, Sales, New Business Development, Lead Generation, Account Management, Solution Selling, Small Business, Team Building, Selling, Customer Service, Direct Sales, Salesforce.com, Leadership, Management, Email Marketing, CRM

Education
Keene State College   1996 — 2000
BS, Business & Economics

Tim Dodge Tim Dodge Greater Boston Area Details
Tim Dodge's Fidelity Investments Experience August 2014 - Present
Job Workplace Planning and Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2014 - Present
Fidelity Investments   January 2013 - August 2014
Fidelity Investments   January 2010 - January 2013
Fidelity Investments   2007 - 2009
Fidelity  1999 - 2009

Education
Keene State College   1994 — 2000

Rob Lemieux Rob Lemieux Greater Boston Area Details
Rob Lemieux's Fidelity Investments Experience April 2015 - Present
Job Investment Operations Associate
Industry Financial Services
Experience
Fidelity Investments   April 2015 - Present
Fidelity Investments   December 2011 - April 2015
Fidelity Investments   June 2009 - December 2011
Fidelity Investments   March 2008 - June 2009

Skills
Project Management, Project Coordination, Legal Research, Legal Documents, Database Administration, Editing, Boolean Logic, Series 7, Series 63, Series 6, FINRA, Customer Service, Lean Thinking, Microsoft Office, Microsoft Excel, Microsoft Word, Securities

Education
Keene State College   2003 — 2007
BA, Economics

Allen Mathurin Allen Mathurin Greater Boston Area Details
Allen Mathurin's Fidelity Investments Experience December 1997 - August 2009
Job Manager of Financial Planning and Analysis at Riverside Community Care
Industry Financial Services
Experience
Riverside Community Care  May 2012 - Present
Biogen Idec  September 2011 - October 2011
Boston MA  August 2005 - August 2009
Fidelity Investments   December 1997 - August 2009
Fidelity Investments   December 1997 - August 2009
Fidelity Investment  1996 - 2009
Fidelity Investments   December 2003 - July 2005
Fidelity Investments   December 1997 - December 2003
Bony/Mellon Bank   November 1995 - December 1997

Skills
Financial Analysis, Forecasting, Finance, Accounting, Corporate Finance, Budgets, Access, Account Reconciliation, Management, Investments, Project Management, Hyperion, Essbase, Analysis, Financial Planning, Financial Modeling, Variance Analysis, Financial Reporting, Process Improvement, Business Analysis, Financial Statements, Budgeting, Auditing

Education
Keller Graduate School of Management of DeVry University   2010 — 2011
MBA, Finance and Accounting

Suffolk University   2005 — 2007
MPA, Government accounting and Public Management

Suffolk University, Sawyer School of Management, Boston   2005 — 2007
Masters of Public Administration, Management and budget policy

University of Massachusetts Boston, College of Business Administration, Boston   1994 — 1996
Bachelor of Science, Accounting and Finance

Ken Snow Ken Snow Greater Salt Lake City Area Details
Ken Snow's Fidelity Investments Experience November 2011 - September 2014
Job Business Development Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2015 - Present
Fidelity Investments   November 2011 - September 2014
Fidelity Investments   April 2007 - November 2011

Skills
Equity Research, 401k, Mutual Funds, Datastream, Perl, Databases, Financial Analysis, Technical Analysis, Bloomberg, FactSet, Haver, Investments, Microsoft Office, Data Analysis, Wealth Management, Series 7, Retirement Planning, Retirement, Series 6, Fixed Annuities, IRAs, Securities, Asset Allocation, Investment Advisory, Perl Script, Microsoft Excel, Python, Financial Reporting, Series 63, Photoshop, HTML, SEO, VBA, Uniform Combined State...

Education
Keene State College

Kerri Brown Kerri Brown Jacksonville, Florida Area Details
Kerri Brown's Fidelity Investments Experience December 2007 - September 2008
Job Finance Professional
Industry Accounting
Experience
Deutsche Bank  June 2010 - August 2013
Deutsche Bank Securities  April 2009 - June 2010
Fidelity Investments   December 2007 - September 2008
University of North Florida  March 2005 - December 2006

Skills
Microsoft Excel, Securities, Series 7, Customer Service, Series 63, Microsoft Word, Financial Services, Relationship Management, Equities, Microsoft Office, Derivatives, Investment Banking, Process Improvement, Retirement Planning, Financial Analysis, Fixed Income, Bloomberg, Finance, Banking, Hedge Funds, Trading, Middle Office, Settlement, Back Office, Mutual Funds, Trading Systems, Accounting, Insurance, Electronic Trading, Swaps, Equity Derivatives, Accounts Receivable, Bonds

Education
DeVry University's Keller Graduate School of Management-Georgia   2013 — 2015
Master's degree, Accounting and Finance

University of North Florida - College of Business Administration   2005 — 2007
BBA, Financial Service

Jordan Ronkin Jordan Ronkin Boston, Massachusetts Details
Jordan Ronkin's Fidelity Investments Experience June 2006 - November 2007
Job RIC Tax Manager at State Street Corp.
Industry Financial Services
Experience
State Street  December 2012 - Present
John Hancock Financial  June 2011 - December 2012
John Hancock Financial  November 2007 - June 2011
Fidelity Investments   June 2006 - November 2007
Fidelity Investments   March 2004 - June 2006
Fidelity Investments   July 2003 - March 2004
Evergreen Investments  October 2000 - June 2003

Skills
Mutual Funds, Investments, Securities, Bloomberg, Equities, Financial Analysis, Fixed Income, Derivatives, Fund Accounting, Financial Services, Alternative Investments, Corporate Actions, Fund Administration

Education
Keene State College   1995 — 1999
BS Business Management, Management, Business, Sports Medicine

Stoughton High

Kota Okada Kota Okada New York, New York Details
Kota Okada's Fidelity Investments Experience April 2006 - July 2008
Job Research Associate at Nomura Institute of Capital Markets Research
Industry Investment Management
Experience
Nomura Institute of Capital Markets Research   December 2013 - Present
Man Investments  August 2008 - September 2012
Fidelity Investments   April 2006 - July 2008

Skills
Hedge Funds, Fund Of Funds, Equities, Alternative Investments, Investment Management, Asset Management, Capital Markets

Education
早稲田大学 / Waseda University   2012 — 2014
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law

慶応義塾大学 / Keio University   2002 — 2006
BA, law

Michael Channen Michael Channen Greater Boston Area Details
Michael Channen's Fidelity Investments Experience 2006 - Present
Job Senior Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2006 - Present

Education
Keene State College   1996 — 2000

Meghan Guay Meghan Guay Milford, New Hampshire Details
Meghan Guay's Fidelity Investments Experience 2007 - Present
Job Survivor Services Case Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2007 - Present
Hollis Brookline High School  August 2006 - June 2007
Hallmark Cards  February 2000 - July 2005

Skills
Case Managment, Communication, Customer Satisfaction, Team-oriented, Follow Through, Employee Benefits, Health Insurance, 401k, Pensions, Payroll Services

Education
Southern New Hampshire University   2012 — 2014

Keene State College   2002 — 2006
Bachelor's degree, Psychology

St Bernards

Bill Merisotis Bill Merisotis Concord, New Hampshire Details
Bill Merisotis's Fidelity Investments Experience 1996 - Present
Job Programmer analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   1996 - Present
Baybank now Bank of Boston   1995 - 1996
Brown Brothers Harriman  1990 - 1994

Education
Riviere College   1980 — 1983
BS, Computer Science

Keene State College   1968 — 1972
Bachelor's degree, Trade and Industrial Teacher Education

Renada Richardson Renada Richardson Raleigh-Durham, North Carolina Area Details
Renada Richardson's Fidelity Investments Experience October 2006 - March 2009
Job HR Operations Coordinator at ABB
Industry Human Resources
Experience
ABB  February 2013 - Present
ABB  April 2012 - February 2013
ABB  March 2011 - April 2012
ABB  March 2009 - March 2011
Fidelity Investments   October 2006 - March 2009
Fidelity Investments   October 2005 - October 2006
Virginia Commonwealth University Health System  July 2005 - September 2005
Halifax Regional Medical Center  June 2001 - June 2005
AAA Carolinas  May 2000 - May 2001

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Human Resources

Education
Keller Graduate School of Management of DeVry University   2006 — 2008
Master's degree, Human Resources Management

North Carolina Wesleyan College   2001 — 2004
Bachelor of Applied Science (BASc), Business Administration

Halifax Community College   1998 — 2001
Associate of Science (AS), Medical Office Administration

Todd Clifford Todd Clifford Danbury, Connecticut Details
Todd Clifford's Fidelity Investments Experience December 2009 - March 2013
Job Branch Manager, Financial Services Professional at People's United Bank
Industry Financial Services
Experience
People's United Bank  April 2013 - Present
Fidelity Investments   December 2009 - March 2013

Skills
Banking, Personal Banking, Commercial Banking, Branch Banking, Loans, Loan Origination, Commercial Lending, Small Business Lending, Mortgage Lending, Mortgage Banking, Refinance, Consumer Lending, Home Equity Lines of..., Home Equity Loans, Financial Services, Finance, Investments, Securities, Mutual Funds, Retirement Planning, Fixed Annuities, Life Insurance, Series 7, Series 63, Merchant Services, Payroll

Education
Keene State College   2004 — 2008
Bachelor of Arts (B.A.), Economics

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