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
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
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
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
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
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.
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
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
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
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
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
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
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.
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
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
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
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
Fidelity Investments December 1997 - Present
Education
Franklin High School
Keiser College
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Fidelity Investments November 2010 - Present
National CASA Association August 2010 - November 2010
Education
Keene State College 2005 — 2009
B.A., Sociology and Criminal Justice
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
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
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
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
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
Fidelity Investments MemberBoston College Center for Work & Family2001 - Present
Education
Keene State College 1986 — 1990
Fidelity Investments Sr. DirectorFidelity Institutional - HR Payroll1998 - Present
Fidelity Investments 1998 - 2008
Education
Keene State College 1987 — 1992
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
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
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
VALIC 2004 - Present
Fidelity Investments January 2002 - January 2004
Fidelity Investments February 2000 - January 2002
Skills
Mutual Funds
Education
Keene State College 1989 — 1993
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Fidelity Investments 2006 - Present
Education
Keene State College 1996 — 2000
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
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
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
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