Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Larry Domash Larry Domash's Fidelity Investments Experience 1995 - 1997
Job Portfolio Manager / Global Head of Research at Curve Asset Management
Industry Investment Management
Experience
Curve Asset Management March 2012 - Present
Ronin Capital March 2004 - March 2012
Societe General – New York, NY 2002 - 2004
Robertson Stephens 1999 - 2002
Cleary, Gull, Reiland & McDevitt (CGR&M) 1997 - 1998
Fidelity Investments 1995 - 1997
Fidelity Investments 1992 - 1995
Fidelity Investments 1990 - 1992
Gofen and Glossberg 1985 - 1990
Skills
Fixed Income, Portfolio Management, Investments, Hedge Funds, Capital Markets, Equities, Trading, Asset Management
Education
Northwestern University 1984 — 1986
Masters of Management, Economics and Finance
Lawrence University 1977 — 1981
Bachelor of Arts (B.A.), Economics, Cum Laude Honors Thesis on "Entry Barriers in Professional Baseball"
Curve Asset Management March 2012 - Present
Ronin Capital March 2004 - March 2012
Societe General – New York, NY 2002 - 2004
Robertson Stephens 1999 - 2002
Cleary, Gull, Reiland & McDevitt (CGR&M) 1997 - 1998
Fidelity Investments 1995 - 1997
Fidelity Investments 1992 - 1995
Fidelity Investments 1990 - 1992
Gofen and Glossberg 1985 - 1990
Skills
Fixed Income, Portfolio Management, Investments, Hedge Funds, Capital Markets, Equities, Trading, Asset Management
Education
Northwestern University 1984 — 1986
Masters of Management, Economics and Finance
Lawrence University 1977 — 1981
Bachelor of Arts (B.A.), Economics, Cum Laude Honors Thesis on "Entry Barriers in Professional Baseball"
Jessica Marino Jessica Marino's Fidelity Investments Experience 2008 - 2012
Job Director of Finance and Controls at Fidelity Investment
Industry Financial Services
Experience
Fidelity Investment March 2013 - Present
Fidelity Investments 2008 - 2012
KPMG LLP 2007 - 2008
Education
Lehigh University 1998 — 2002
BS, Accounting
Fidelity Investment March 2013 - Present
Fidelity Investments 2008 - 2012
KPMG LLP 2007 - 2008
Education
Lehigh University 1998 — 2002
BS, Accounting
Emily Laskey Emily Laskey's Fidelity Investments Experience October 2005 - September 2006
Job Marketing Specialist at Esri
Industry Information Technology and Services
Experience
Esri December 2012 - Present
Convergys (Now NetCracker) May 2012 - June 2012
Convergys November 2010 - May 2012
Convergys April 2010 - November 2010
Convergys January 2009 - April 2010
Convergys June 2007 - January 2009
Convergys April 2006 - June 2007
DHL September 2006 - April 2007
Fidelity Investments October 2005 - September 2006
Skills
MS Project, SharePoint, Project Management, Marketing, Telecommunications, CRM, Call Center, Vendor Management, Business Analysis, Program Management, Customer Experience, Requirements Analysis, Business Process, Process Improvement, Cross-functional Team..., Leadership, Marketing Automation, Microsoft Project, Product Marketing, Strategy
Education
Northern Kentucky University 2005 — 2008
Bachelor of Science, Business Management
Lee University 2004 — 2005
Psychology, Business Administration
Esri December 2012 - Present
Convergys (Now NetCracker) May 2012 - June 2012
Convergys November 2010 - May 2012
Convergys April 2010 - November 2010
Convergys January 2009 - April 2010
Convergys June 2007 - January 2009
Convergys April 2006 - June 2007
DHL September 2006 - April 2007
Fidelity Investments October 2005 - September 2006
Skills
MS Project, SharePoint, Project Management, Marketing, Telecommunications, CRM, Call Center, Vendor Management, Business Analysis, Program Management, Customer Experience, Requirements Analysis, Business Process, Process Improvement, Cross-functional Team..., Leadership, Marketing Automation, Microsoft Project, Product Marketing, Strategy
Education
Northern Kentucky University 2005 — 2008
Bachelor of Science, Business Management
Lee University 2004 — 2005
Psychology, Business Administration
Andrew Wickwire Andrew Wickwire's Fidelity Investments Experience July 2012 - Present
Job Regional Fiduciary Officer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Personal Trust Co. March 2007 - July 2012
Education
University of New Hampshire 1996 — 1998
MBA
University of Colorado Boulder 1986 — 1989
Doctor of Law (JD)
Lafayette College 1981 — 1985
Bachelor of Arts (BA), History
Fidelity Investments July 2012 - Present
Fidelity Personal Trust Co. March 2007 - July 2012
Education
University of New Hampshire 1996 — 1998
MBA
University of Colorado Boulder 1986 — 1989
Doctor of Law (JD)
Lafayette College 1981 — 1985
Bachelor of Arts (BA), History
Kelly Ann Brennan Kelly Ann Brennan's Fidelity Investments Experience 1993 - 1999
Job Vice President, Marketing at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation June 2015 - Present
Marketing Strategy and Communications Advisor January 2015 - Present
Allstate September 2013 - December 2014
Allstate Insurance Company May 2010 - September 2013
Allstate Insurance Company February 2009 - May 2010
Allstate Insurance Company 2000 - February 2009
MFS Investment Management 1999 - 2000
Fidelity Investments 1993 - 1999
Patient Information Corporation 1991 - 1993
Skills
Insurance, Strategic Planning, Underwriting, Strategy, Product Marketing, Marketing Strategy, Integrated Marketing, Program Management, B2B, Strategic Communications, Financial Services, Investments, Property & Casualty..., Life Insurance, Marketing, Fixed Annuities, Cross-functional Team..., Leadership, Management, Corporate Communications, Process Improvement, Marketing Communications, Marketing Management, Retirement, B2B Marketing, Customer Retention, Retirement Planning, Product Launch, Analytics, Competitive Analysis, Segmentation, Series 63, Thought Leadership, Direct Marketing, Relationship Management, Series 7, Mutual Funds, Multi-channel Marketing, CRM, Customer Acquisition
Education
Lake Forest Graduate School of Management 2008 — 2011
Master of Business Administration (M.B.A.), Global Business Specialization, Valedictorian and Hotchkiss Scholar for High Honors / Summa cum Laude
Marquette University 1986 — 1990
B.S. in Business Administration, International Business and Marketing
The American University of Paris 1989 — 1989
International Business and Marketing
E*TRADE Financial Corporation June 2015 - Present
Marketing Strategy and Communications Advisor January 2015 - Present
Allstate September 2013 - December 2014
Allstate Insurance Company May 2010 - September 2013
Allstate Insurance Company February 2009 - May 2010
Allstate Insurance Company 2000 - February 2009
MFS Investment Management 1999 - 2000
Fidelity Investments 1993 - 1999
Patient Information Corporation 1991 - 1993
Skills
Insurance, Strategic Planning, Underwriting, Strategy, Product Marketing, Marketing Strategy, Integrated Marketing, Program Management, B2B, Strategic Communications, Financial Services, Investments, Property & Casualty..., Life Insurance, Marketing, Fixed Annuities, Cross-functional Team..., Leadership, Management, Corporate Communications, Process Improvement, Marketing Communications, Marketing Management, Retirement, B2B Marketing, Customer Retention, Retirement Planning, Product Launch, Analytics, Competitive Analysis, Segmentation, Series 63, Thought Leadership, Direct Marketing, Relationship Management, Series 7, Mutual Funds, Multi-channel Marketing, CRM, Customer Acquisition
Education
Lake Forest Graduate School of Management 2008 — 2011
Master of Business Administration (M.B.A.), Global Business Specialization, Valedictorian and Hotchkiss Scholar for High Honors / Summa cum Laude
Marquette University 1986 — 1990
B.S. in Business Administration, International Business and Marketing
The American University of Paris 1989 — 1989
International Business and Marketing
Kristen Berry's Fidelity Investments Experience November 1995 - June 2004
Job Director, Proposal Management
Industry Human Resources
Experience
Aon Hewitt 2004 - Present
Aon Hewitt 2004 - 2014
Hewitt Associates June 2007 - November 2011
Fidelity Investments November 1995 - June 2004
Skills
Process Improvement, Operations Management, Project Management, Outsourcing, Vendor Management, Risk Management, BPO, Business Process..., Leadership, Call Centers, Management, Performance Management, Employee Benefits, Governance, CRM
Education
Lake Forest Graduate School of Management 2008 — 2012
MBA, 3.94
University of Utah - David Eccles School of Business 1991 — 1995
Bachelor of Science, Business Management
Aon Hewitt 2004 - Present
Aon Hewitt 2004 - 2014
Hewitt Associates June 2007 - November 2011
Fidelity Investments November 1995 - June 2004
Skills
Process Improvement, Operations Management, Project Management, Outsourcing, Vendor Management, Risk Management, BPO, Business Process..., Leadership, Call Centers, Management, Performance Management, Employee Benefits, Governance, CRM
Education
Lake Forest Graduate School of Management 2008 — 2012
MBA, 3.94
University of Utah - David Eccles School of Business 1991 — 1995
Bachelor of Science, Business Management
Gilda Walsh Gilda Walsh's Fidelity Investments Experience April 2001 - December 2012
Job System Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments April 2001 - December 2012
CSC September 1997 - April 2001
Fresenius Medical Care February 1997 - September 1997
TJX July 1995 - February 1997
Bank of Boston 1980 - 1981
Skills
PL/SQL, Oracle SQL, Unix Shell Scripting, Control-M, Solaris, Linux, Shell Scripting, Informatica, COBOL, Microsoft Office, Microsoft Word, Systems Analysis, SQL, SDLC, Databases, Agile Methodologies
Education
Gaineville College
Associate degree business, Business Administration and Management, General, A
Lanier Technical College
Computer science, Computer and Information Sciences and Support ServicesA, Honor Graduate - Outstanding student award
Fidelity Investments April 2001 - December 2012
CSC September 1997 - April 2001
Fresenius Medical Care February 1997 - September 1997
TJX July 1995 - February 1997
Bank of Boston 1980 - 1981
Skills
PL/SQL, Oracle SQL, Unix Shell Scripting, Control-M, Solaris, Linux, Shell Scripting, Informatica, COBOL, Microsoft Office, Microsoft Word, Systems Analysis, SQL, SDLC, Databases, Agile Methodologies
Education
Gaineville College
Associate degree business, Business Administration and Management, General, A
Lanier Technical College
Computer science, Computer and Information Sciences and Support ServicesA, Honor Graduate - Outstanding student award
Kimberly Summerville Kimberly Summerville's Fidelity Investments Experience April 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Nationstar Mortgage March 2013 - Present
Vans October 2011 - December 2012
Aeropostale October 2010 - May 2011
Skills
Financial Analysis, Computers, Microsoft Office, Data Entry, Organization, Loss Prevention, Customer Service, Microsoft Excel, Inventory Control, Visual Merchandising, Trend, Analysis, New Hire Training, Inventory, PowerPoint, Microsoft Word
Education
Lamar University 2010 — 2012
BS, Mathematics
Weatherford College 2008 — 2010
Fidelity Investments April 2015 - Present
Nationstar Mortgage March 2013 - Present
Vans October 2011 - December 2012
Aeropostale October 2010 - May 2011
Skills
Financial Analysis, Computers, Microsoft Office, Data Entry, Organization, Loss Prevention, Customer Service, Microsoft Excel, Inventory Control, Visual Merchandising, Trend, Analysis, New Hire Training, Inventory, PowerPoint, Microsoft Word
Education
Lamar University 2010 — 2012
BS, Mathematics
Weatherford College 2008 — 2010
Rick Folk Rick Folk's Fidelity Investments Experience January 2007 - February 2012
Job Senior Vice President at Fidelity Institutional Wealth Services
Industry Financial Services
Experience
Fidelity Institutional Wealth Services January 2012 - Present
Fidelity Investments January 2007 - February 2012
Fidelity Investments January 1999 - January 2007
Fidelity Investments January 1997 - January 1998
Fidelity Investments January 1996 - January 1997
Fidelity Investments January 1993 - January 1996
KPMG Peat Marwick April 1991 - April 1993
Bankers Trust Company October 1989 - March 1991
Skills
Business Development, CRM, Leadership, Investments, Strategic Planning
Education
Lehigh University - College of Business and Economics 1986 — 1989
Lehigh University 1985 — 1989
BS, Finance
Fidelity Institutional Wealth Services January 2012 - Present
Fidelity Investments January 2007 - February 2012
Fidelity Investments January 1999 - January 2007
Fidelity Investments January 1997 - January 1998
Fidelity Investments January 1996 - January 1997
Fidelity Investments January 1993 - January 1996
KPMG Peat Marwick April 1991 - April 1993
Bankers Trust Company October 1989 - March 1991
Skills
Business Development, CRM, Leadership, Investments, Strategic Planning
Education
Lehigh University - College of Business and Economics 1986 — 1989
Lehigh University 1985 — 1989
BS, Finance
Andrew Chipman's Fidelity Investments Experience August 2012 - April 2013
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2014 - Present
TD Ameritrade November 2013 - May 2014
TD Ameritrade May 2013 - November 2013
Fidelity Investments August 2012 - April 2013
Skills
Investments, Series 7, Series 63, Microsoft Excel, Finance, Equities, Mutual Funds, 401k, ETFs, Trading, Securities, Retirement Planning, financial services, sales, Options, Strategic Financial..., Manage Client..., Asset Allocation, Wealth Management, FINRA, Asset Management, Alternative Investments, Investment Strategies, Financial Markets, Relationship Management
Education
Lake Forest College 2008 — 2012
Double Major, Business and Asian Studies
Peking University 2009 — 2009
International Business and Mandarin
TD Ameritrade May 2014 - Present
TD Ameritrade November 2013 - May 2014
TD Ameritrade May 2013 - November 2013
Fidelity Investments August 2012 - April 2013
Skills
Investments, Series 7, Series 63, Microsoft Excel, Finance, Equities, Mutual Funds, 401k, ETFs, Trading, Securities, Retirement Planning, financial services, sales, Options, Strategic Financial..., Manage Client..., Asset Allocation, Wealth Management, FINRA, Asset Management, Alternative Investments, Investment Strategies, Financial Markets, Relationship Management
Education
Lake Forest College 2008 — 2012
Double Major, Business and Asian Studies
Peking University 2009 — 2009
International Business and Mandarin
Donald Mole Donald Mole's Fidelity Investments Experience June 1986 - September 1989
Job Chief Investment Officer at Pearson Financial Group
Industry Investment Management
Experience
Pearson Financial Group February 2004 - Present
Union Bank September 2001 - January 2004
Pearson Financial Group April 2000 - August 2001
Windermere Investment Associates March 1997 - April 2000
The Laughlin Group January 1996 - February 1997
Thomson Financial June 1994 - December 1996
Thomson Financial January 1993 - May 1994
Thomson Financial September 1989 - December 1992
Fidelity Investments June 1986 - September 1989
Skills
Fixed Income, Investments, Portfolio Management, Asset Management, Asset Allocation, Equities, Alternative Investments, Hedge Funds, Investment Management, Capital Markets, Wealth Management, Bloomberg, Valuation, Financial Modeling, Mutual Funds, Bonds
Education
Northeastern University 1988 — 1994
PhD, Economics
Miami University 1982 — 1983
Master's degree, Economics
Le Moyne College 1977 — 1981
Bachelor's degree, Economics
Pearson Financial Group February 2004 - Present
Union Bank September 2001 - January 2004
Pearson Financial Group April 2000 - August 2001
Windermere Investment Associates March 1997 - April 2000
The Laughlin Group January 1996 - February 1997
Thomson Financial June 1994 - December 1996
Thomson Financial January 1993 - May 1994
Thomson Financial September 1989 - December 1992
Fidelity Investments June 1986 - September 1989
Skills
Fixed Income, Investments, Portfolio Management, Asset Management, Asset Allocation, Equities, Alternative Investments, Hedge Funds, Investment Management, Capital Markets, Wealth Management, Bloomberg, Valuation, Financial Modeling, Mutual Funds, Bonds
Education
Northeastern University 1988 — 1994
PhD, Economics
Miami University 1982 — 1983
Master's degree, Economics
Le Moyne College 1977 — 1981
Bachelor's degree, Economics
Blair Albert Blair Albert's Fidelity Investments Experience April 2008 - September 2013
Job Vice President, Mutual Fund & Managed Account Sales
Industry Investment Management
Experience
Westwood Holdings Group September 2013 - Present
Fidelity Investments April 2008 - September 2013
Morgan Stanley Smith Barney January 2006 - December 2007
Skills
Asset Allocation, Uniform Combined State..., Series 6, Retirement, FINRA, Series 7, Series 66
Education
Lees-McRae College 1996 — 2001
BS, Business Administration
Trinity College, Dublin 1999 — 1999
International Business Program, International Business
Westwood Holdings Group September 2013 - Present
Fidelity Investments April 2008 - September 2013
Morgan Stanley Smith Barney January 2006 - December 2007
Skills
Asset Allocation, Uniform Combined State..., Series 6, Retirement, FINRA, Series 7, Series 66
Education
Lees-McRae College 1996 — 2001
BS, Business Administration
Trinity College, Dublin 1999 — 1999
International Business Program, International Business
Dianne Carter (Oenophile/Cellar Master)'s Fidelity Investments Experience 2007 - December 2011
Job Owner/Wine Broker at New England Uncorked
Industry Wine and Spirits
Experience
New England Uncorked December 2012 - Present
Fidelity Investments 2007 - December 2011
Alida Connection Inc. 2002 - 2003
NaviSite 1998 - 2001
Navisite 1998 - 2001
CGI 1995 - 1999
ISI 1994 - 1997
AIG 1994 - 1995
Skills
Networking, Wine, Wine Oenophile, Marketing, Sales, Vendor Management, Security, Event Planning, Information Technology, Information Security, Unix, Technical Support, New England Wine, New England Wineries, Database Design, Wine & Food Pairing, Troubleshooting, Solution Architecture, Wine Tours, Business Analysis, Wine Lists, Building Relationships, Wine Cellars, Wine Connaisseur, Wineries, Wine Tasting, Beverage Industry, Databases, Social Media, Social Media Marketing, Social Networking, Distributors, Marketing Strategy, Communication
Education
The Wine Society 2013 — 2013
Cellar Master
The Wine Society 2012 — 2012
Oenophile
The Wine Society 2011 — 2011
Connaisseur
Lane Community College 1992 — 1994
Hesser College
ABA
Southern New Hampshire University
New England Uncorked December 2012 - Present
Fidelity Investments 2007 - December 2011
Alida Connection Inc. 2002 - 2003
NaviSite 1998 - 2001
Navisite 1998 - 2001
CGI 1995 - 1999
ISI 1994 - 1997
AIG 1994 - 1995
Skills
Networking, Wine, Wine Oenophile, Marketing, Sales, Vendor Management, Security, Event Planning, Information Technology, Information Security, Unix, Technical Support, New England Wine, New England Wineries, Database Design, Wine & Food Pairing, Troubleshooting, Solution Architecture, Wine Tours, Business Analysis, Wine Lists, Building Relationships, Wine Cellars, Wine Connaisseur, Wineries, Wine Tasting, Beverage Industry, Databases, Social Media, Social Media Marketing, Social Networking, Distributors, Marketing Strategy, Communication
Education
The Wine Society 2013 — 2013
Cellar Master
The Wine Society 2012 — 2012
Oenophile
The Wine Society 2011 — 2011
Connaisseur
Lane Community College 1992 — 1994
Hesser College
ABA
Southern New Hampshire University
Laurence Sax Laurence Sax's Fidelity Investments Experience 1993 - 1994
Job Senior Director at Alvarez & Marsal
Industry Management Consulting
Experience
Alvarez & Marsal 2008 - Present
NHB Advisors 2002 - 2008
Cap Factory 1994 - 2002
Fidelity Investments 1993 - 1994
PwC 1987 - 1993
Skills
Mergers, Restructuring, Due Diligence, Management Consulting, Business Strategy, Corporate Finance, Change Management, Financial Modeling, Acquisition Integration, Strategic Planning, Financial Analysis
Education
Lehigh University
Master of Science (M.S.), Manufacturing Systems Engineering
Lehigh University
Bachelor of Science (B.S.), Industrial Engineering
Alvarez & Marsal 2008 - Present
NHB Advisors 2002 - 2008
Cap Factory 1994 - 2002
Fidelity Investments 1993 - 1994
PwC 1987 - 1993
Skills
Mergers, Restructuring, Due Diligence, Management Consulting, Business Strategy, Corporate Finance, Change Management, Financial Modeling, Acquisition Integration, Strategic Planning, Financial Analysis
Education
Lehigh University
Master of Science (M.S.), Manufacturing Systems Engineering
Lehigh University
Bachelor of Science (B.S.), Industrial Engineering
John Marrs John Marrs's Fidelity Investments Experience May 2005 - April 2010
Job
Industry Human Resources
Experience
Marrs Associates February 2012 - Present
Best Doctors January 2011 - November 2011
Fidelity Investments May 2005 - April 2010
State Street Global Advisors 1992 - 2005
Pepsi Cola August 1989 - December 1991
Coltec 1981 - 1989
Skills
Global HR, Human Capital Management, HR Strategy, Talent Management, Deferred Compensation, Performance Management, Employee Relations, Succession Planning, Organizational..., Executive Pay, Employee Benefits, Talent Acquisition, Onboarding, Workforce Planning, Organizational..., Employee Engagement, HRIS, Organizational Design, HR Policies, Benefits Administration, Personnel Management, Compensation & Benefit, Recruiting, Human Resources, Leadership Development, Executive Search
Education
Rensselaer Polytechnic Institute 1983 — 1986
MS
Le Moyne College 1977 — 1981
BS
Marrs Associates February 2012 - Present
Best Doctors January 2011 - November 2011
Fidelity Investments May 2005 - April 2010
State Street Global Advisors 1992 - 2005
Pepsi Cola August 1989 - December 1991
Coltec 1981 - 1989
Skills
Global HR, Human Capital Management, HR Strategy, Talent Management, Deferred Compensation, Performance Management, Employee Relations, Succession Planning, Organizational..., Executive Pay, Employee Benefits, Talent Acquisition, Onboarding, Workforce Planning, Organizational..., Employee Engagement, HRIS, Organizational Design, HR Policies, Benefits Administration, Personnel Management, Compensation & Benefit, Recruiting, Human Resources, Leadership Development, Executive Search
Education
Rensselaer Polytechnic Institute 1983 — 1986
MS
Le Moyne College 1977 — 1981
BS
John Vaughan, JD, CAIA, CPWA's Fidelity Investments Experience 1986 - 1991
Job Northeast Regional Director, James Alpha Management
Industry Investment Management
Experience
James Alpha Management James Alpha Management is a family office and diversified asset management firm specializing in identifying, seeding, and growing alternative investment strategies for institutional and individual investors. We search out top managers in the alternatives space with deep domain expertise and a proven and repeatable investment process, invest a significant amount of capital in each strategy and provide the ongoing operational, management and sales support to grow assets under management and build successful partnerships.Senior Vice President, Portfolio StrategistDirexion InvestmentsJune 2014 - August 2015
Salient Partners 2012 - June 2014
Hatteras Funds 2010 - 2012
Eaton Vance 2007 - 2010
Eaton Vance 1999 - 2007
Citizens Bank 1998 - 1999
Commonwealth of Massachusetts 1996 - 1998
Commonwealth of Massachusetts 1994 - 1996
Eaton Vance 1991 - 1994
Fidelity Investments 1986 - 1991
Skills
Alternative Investments, Investments, Hedge Funds, Investment Strategies
Education
CAIA Chartered Alternative Investment Analyst
Chartered Alternative Investment Analyst (CAIA)
University of Chicago Graduate School of Business 2008 — 2008
Chartered Private Wealth Advisor (CPWA) IMCA
New England School of Law 1990 — 1994
Juris Doctorate (JD)
Lake Forest College
Bachelor's degree
Phillips Andover Academy
James Alpha Management James Alpha Management is a family office and diversified asset management firm specializing in identifying, seeding, and growing alternative investment strategies for institutional and individual investors. We search out top managers in the alternatives space with deep domain expertise and a proven and repeatable investment process, invest a significant amount of capital in each strategy and provide the ongoing operational, management and sales support to grow assets under management and build successful partnerships.Senior Vice President, Portfolio StrategistDirexion InvestmentsJune 2014 - August 2015
Salient Partners 2012 - June 2014
Hatteras Funds 2010 - 2012
Eaton Vance 2007 - 2010
Eaton Vance 1999 - 2007
Citizens Bank 1998 - 1999
Commonwealth of Massachusetts 1996 - 1998
Commonwealth of Massachusetts 1994 - 1996
Eaton Vance 1991 - 1994
Fidelity Investments 1986 - 1991
Skills
Alternative Investments, Investments, Hedge Funds, Investment Strategies
Education
CAIA Chartered Alternative Investment Analyst
Chartered Alternative Investment Analyst (CAIA)
University of Chicago Graduate School of Business 2008 — 2008
Chartered Private Wealth Advisor (CPWA) IMCA
New England School of Law 1990 — 1994
Juris Doctorate (JD)
Lake Forest College
Bachelor's degree
Phillips Andover Academy
Amie Gelo Amie Gelo's Fidelity Investments Experience August 2012 - Present
Job Associate Program Manager at Fidelity Investments
Industry Professional Training & Coaching
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments May 2010 - August 2012
Sinnott School September 2007 - May 2010
Sinnott School 2002 - 2007
Lancaster Bible College September 1999 - May 2002
Skills
Team Building, Captivate, Public Speaking, Coaching, Leadership Development, Needs Analysis, Instructional Design
Education
Lancaster Bible College 1999 — 2002
Associates, Bible
Fidelity Investments August 2012 - Present
Fidelity Investments May 2010 - August 2012
Sinnott School September 2007 - May 2010
Sinnott School 2002 - 2007
Lancaster Bible College September 1999 - May 2002
Skills
Team Building, Captivate, Public Speaking, Coaching, Leadership Development, Needs Analysis, Instructional Design
Education
Lancaster Bible College 1999 — 2002
Associates, Bible
Jennifer Ballen's Fidelity Investments Experience May 2011 - August 2011
Job MBA Candidate at MIT Sloan School of Management
Industry Renewables & Environment
Experience
MIT Sloan School of Management 2015 - Present
The Sustainable Investor November 2013 - Present
Chroniclr October 2013 - Present
Morgan Stanley Investment Management June 2012 - June 2015
Fidelity Investments May 2011 - August 2011
Fidelity Investments June 2010 - August 2010
Skills
Portfolio Management, Alternative Investments, Corporate Finance, Microsoft Excel, Investment Management, Equity Research, Investments, Mutual Funds, Financial Analysis, Securities, PowerPoint, Access, Microsoft Word, Microsoft Office, Visio, Equities, Data Analysis, Asset Managment, Fixed Income Strategies, Consultants, Fixed Income
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (MBA)
Lehigh University 2009 — 2013
B.S. in School of Business & Economics, Double Major: Finance, Marketing., Summa Cum Laude
MIT Sloan School of Management 2015 - Present
The Sustainable Investor November 2013 - Present
Chroniclr October 2013 - Present
Morgan Stanley Investment Management June 2012 - June 2015
Fidelity Investments May 2011 - August 2011
Fidelity Investments June 2010 - August 2010
Skills
Portfolio Management, Alternative Investments, Corporate Finance, Microsoft Excel, Investment Management, Equity Research, Investments, Mutual Funds, Financial Analysis, Securities, PowerPoint, Access, Microsoft Word, Microsoft Office, Visio, Equities, Data Analysis, Asset Managment, Fixed Income Strategies, Consultants, Fixed Income
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (MBA)
Lehigh University 2009 — 2013
B.S. in School of Business & Economics, Double Major: Finance, Marketing., Summa Cum Laude
Whitney Witczak Whitney Witczak's Fidelity Investments Experience January 2001 - December 2002
Job Wellness Educator at NSA, the maker of Juice Plus+
Industry Health, Wellness and Fitness
Experience
The Juice Plus+Company June 2012 - Present
Pfizer May 2003 - June 2012
Fidelity Investments January 2001 - December 2002
Accenture August 1998 - December 2000
Skills
Sales, Wellness Coaching, Education, Wellness, Women's Health, Nutrition Education, Diabetes, Healthcare, Nutrition
Education
La Salle University 2011 — 2015
Masters in Counseling, Marriage and Family Therapy/Counseling
Miami University 1994 — 1998
B.A., Speech Communication, Botany
The Juice Plus+Company June 2012 - Present
Pfizer May 2003 - June 2012
Fidelity Investments January 2001 - December 2002
Accenture August 1998 - December 2000
Skills
Sales, Wellness Coaching, Education, Wellness, Women's Health, Nutrition Education, Diabetes, Healthcare, Nutrition
Education
La Salle University 2011 — 2015
Masters in Counseling, Marriage and Family Therapy/Counseling
Miami University 1994 — 1998
B.A., Speech Communication, Botany
Steven Centrella Steven Centrella's Fidelity Investments Experience 2001 - January 2004
Job Senior DirectorAcquisitions Intercontinental Real Estate Corp
Industry Real Estate
Experience
Intercontinental Real Estate Corp February 2005 - Present
Morgan Stanley 2004 - 2005
Fidelity Investments 2001 - January 2004
AEW Capital Management July 1994 - June 1997
Skills
Due Diligence, Asset Managment, Real Estate Economics, Real Estate, Valuation, Investments, Disposition, Real Estate Development, Capital Markets, Financial Modeling, Private Equity, Brokerage, Real Estate Transactions, Acquisitions, Financial Analysis, Underwriting, Portfolio Management, Financial Structuring, Structured Finance, Joint Ventures
Education
Lake Forest College 1980 — 1984
BS, Biology/Chemistry
Northfield Mount Hermon 1980 — 1981
Intercontinental Real Estate Corp February 2005 - Present
Morgan Stanley 2004 - 2005
Fidelity Investments 2001 - January 2004
AEW Capital Management July 1994 - June 1997
Skills
Due Diligence, Asset Managment, Real Estate Economics, Real Estate, Valuation, Investments, Disposition, Real Estate Development, Capital Markets, Financial Modeling, Private Equity, Brokerage, Real Estate Transactions, Acquisitions, Financial Analysis, Underwriting, Portfolio Management, Financial Structuring, Structured Finance, Joint Ventures
Education
Lake Forest College 1980 — 1984
BS, Biology/Chemistry
Northfield Mount Hermon 1980 — 1981
Crystal McIntyre Crystal McIntyre's Fidelity Investments Experience July 2007 - April 2009
Job Retiree Health Program Specialist II at State of New Hampshire
Industry Human Resources
Experience
State of New Hampshire October 2012 - Present
State of New Hampshire March 2012 - October 2012
Long Term Care Partners August 2009 - March 2012
Fidelity Investments July 2007 - April 2009
Skills
Microsoft Office Suite, Employee Benefits, Benefits Administration, ADP, Lawson, Kronos, Problem Solving, Insurance, Inventory Management, Quickbooks, Customer Service, HRIS, Health Insurance, 401k, Personnel Management, Data Entry, Outlook, Call Centers, Employee Relations, Human Resources, Conflict Resolution, Research, Microsoft Excel, Access, Microsoft Word, SharePoint, PowerPoint, Customer Satisfaction, Strategic Planning
Education
NH Bureau of Education & Training, State of New Hampshire 2013 — 2014
HR Management Certificate, Human Resources Management/Personnel Administration, General
Southern New Hampshire University 2011 — 2013
Business Administration and Management, Human Resource Management
Lakes Region Community College 2003 — 2006
Associate of Science (AS), Business Management
State of New Hampshire October 2012 - Present
State of New Hampshire March 2012 - October 2012
Long Term Care Partners August 2009 - March 2012
Fidelity Investments July 2007 - April 2009
Skills
Microsoft Office Suite, Employee Benefits, Benefits Administration, ADP, Lawson, Kronos, Problem Solving, Insurance, Inventory Management, Quickbooks, Customer Service, HRIS, Health Insurance, 401k, Personnel Management, Data Entry, Outlook, Call Centers, Employee Relations, Human Resources, Conflict Resolution, Research, Microsoft Excel, Access, Microsoft Word, SharePoint, PowerPoint, Customer Satisfaction, Strategic Planning
Education
NH Bureau of Education & Training, State of New Hampshire 2013 — 2014
HR Management Certificate, Human Resources Management/Personnel Administration, General
Southern New Hampshire University 2011 — 2013
Business Administration and Management, Human Resource Management
Lakes Region Community College 2003 — 2006
Associate of Science (AS), Business Management
Noelle Davighi, PMP Noelle Davighi, PMP's Fidelity Investments Experience May 2012 - Present
Job Vice President, Service Delivery Leader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Fidelity Investments February 2007 - September 2012
Merrill Lynch April 2006 - December 2006
Mercer Human Resource Consulting June 1995 - March 2006
Skills
PMO, Relationship Management, Process Improvement, PMP, Program Management, Financial Services, Risk Management
Education
Lafayette College 1989 — 1993
Bachelor of Arts (BA), Mathematics
Concord Carlisle High School 1985 — 1989
Fidelity Investments May 2012 - Present
Fidelity Investments February 2007 - September 2012
Merrill Lynch April 2006 - December 2006
Mercer Human Resource Consulting June 1995 - March 2006
Skills
PMO, Relationship Management, Process Improvement, PMP, Program Management, Financial Services, Risk Management
Education
Lafayette College 1989 — 1993
Bachelor of Arts (BA), Mathematics
Concord Carlisle High School 1985 — 1989
Kevin Montagne Kevin Montagne's Fidelity Investments Experience 1987 - 1998
Job CTO | Senior Technology Executive
Industry Information Technology and Services
Experience
Litkam, Inc January 2009 - Present
UBS Investment Bank 2004 - 2008
JPMorgan Chase 2003 - 2004
UBS Investment Bank Commodities (acquired from Enron, Inc) 1998 - 2003
Fidelity Investments 1987 - 1998
Skills
Enterprise Architecture, Trading Systems, IT Strategy, Integration, Software Development, Risk Management, Business Analysis, Commodity, Program Management, Derivatives, Trading, Investment Banking, Technology Leadership, Financial Services, Performance Tuning, Database Design, IT Infrastructure Design, Team Building, Scalability, High Availability, Thought Leadership, Team Management, Architecture, System Architecture, Consulting, Analysis, Databases, SDLC, Disaster Recovery, Distributed Systems, Architectures, Software Design, Unix, Solaris, Business Continuity, Storage, SOA, Solution Architecture, IT Management, Sybase, Infrastructure, Strategy, Application Architecture, Commodity Markets, Commodity Risk..., Energy Industry
Education
Southern Methodist University 1988 — 1991
Master of Business Administration (M.B.A.), Business
Lamar University
Graduate Studies, Computer Science
Lamar University
BS, Computer Science, Honors
Litkam, Inc January 2009 - Present
UBS Investment Bank 2004 - 2008
JPMorgan Chase 2003 - 2004
UBS Investment Bank Commodities (acquired from Enron, Inc) 1998 - 2003
Fidelity Investments 1987 - 1998
Skills
Enterprise Architecture, Trading Systems, IT Strategy, Integration, Software Development, Risk Management, Business Analysis, Commodity, Program Management, Derivatives, Trading, Investment Banking, Technology Leadership, Financial Services, Performance Tuning, Database Design, IT Infrastructure Design, Team Building, Scalability, High Availability, Thought Leadership, Team Management, Architecture, System Architecture, Consulting, Analysis, Databases, SDLC, Disaster Recovery, Distributed Systems, Architectures, Software Design, Unix, Solaris, Business Continuity, Storage, SOA, Solution Architecture, IT Management, Sybase, Infrastructure, Strategy, Application Architecture, Commodity Markets, Commodity Risk..., Energy Industry
Education
Southern Methodist University 1988 — 1991
Master of Business Administration (M.B.A.), Business
Lamar University
Graduate Studies, Computer Science
Lamar University
BS, Computer Science, Honors
TJ Rutkowski TJ Rutkowski's Fidelity Investments Experience 2000 - 2007
Job Digital Strategy, Marketing, Product, Technology & Business Leader
Industry Internet
Experience
TE Connectivity 2013 - Present
Citi 2012 - 2013
TIAA-CREF 2007 - 2012
Credit Suisse 2007 - 2007
Fidelity Investments 2000 - 2007
Urell, Inc. 1996 - 2000
Skills
Analytics, Marketing Strategy, Product Development, Customer Experience, Digital Strategy, Financial Services, Program Management, Management, E-commerce, Direct Marketing, Vendor Management, Social Media, Segmentation, Strategy, Digital Marketing, Email Marketing, Relationship Management, Product Management, Change Management, Marketing, Integrated Marketing, Competitive Analysis, CRM, P&L Management, Leadership, Cross-functional Team..., Process Improvement, Mobile Applications, Mobile Marketing, Vendor Relations, Business Analysis, Business Strategy, Enterprise Software
Education
Northeastern University
MBA
Lehigh University
BS
Phillips Exeter Academy
TE Connectivity 2013 - Present
Citi 2012 - 2013
TIAA-CREF 2007 - 2012
Credit Suisse 2007 - 2007
Fidelity Investments 2000 - 2007
Urell, Inc. 1996 - 2000
Skills
Analytics, Marketing Strategy, Product Development, Customer Experience, Digital Strategy, Financial Services, Program Management, Management, E-commerce, Direct Marketing, Vendor Management, Social Media, Segmentation, Strategy, Digital Marketing, Email Marketing, Relationship Management, Product Management, Change Management, Marketing, Integrated Marketing, Competitive Analysis, CRM, P&L Management, Leadership, Cross-functional Team..., Process Improvement, Mobile Applications, Mobile Marketing, Vendor Relations, Business Analysis, Business Strategy, Enterprise Software
Education
Northeastern University
MBA
Lehigh University
BS
Phillips Exeter Academy
Mayank Parikh, PMP, MBA Mayank Parikh, PMP, MBA's Fidelity Investments Experience April 2012 - June 2013
Job 12+ years’ experience in a Project/Program Manager managing projects in a IT/Business PMO office
Industry Financial Services
Experience
TIAA-CREF November 2013 - December 2014
Fidelity Investments April 2012 - June 2013
Collabera April 2011 - April 2012
Parametric Technology Corporation June 2006 - April 2011
Parametric Technology Corporation June 2006 - April 2008
Square S Consulting August 2001 - May 2006
Square S Consulting August 2001 - May 2006
Deloitte Consulting July 1999 - July 2001
Skills
Project Management, SDLC, Integration, Business Process, Program Management, Project Planning, Change Management, Cross-functional Team..., MS Project, Project Portfolio..., Software Development, ERP, Data Migration, Agile Methodologies, PMP, Project Execution, Project Implementation, Project Delivery, Consulting, Vendor Management, Leadership, Requirements Analysis, Release Management
Education
University of Detroit Mercy
MBA, International Business
Lehigh University
MS, Manufacturing Systems Engg
University of Tulsa
MS, Chemical Engineering
University of Mumbai
BS, Chemical Engineering
Fellowship School, INDIA
TIAA-CREF November 2013 - December 2014
Fidelity Investments April 2012 - June 2013
Collabera April 2011 - April 2012
Parametric Technology Corporation June 2006 - April 2011
Parametric Technology Corporation June 2006 - April 2008
Square S Consulting August 2001 - May 2006
Square S Consulting August 2001 - May 2006
Deloitte Consulting July 1999 - July 2001
Skills
Project Management, SDLC, Integration, Business Process, Program Management, Project Planning, Change Management, Cross-functional Team..., MS Project, Project Portfolio..., Software Development, ERP, Data Migration, Agile Methodologies, PMP, Project Execution, Project Implementation, Project Delivery, Consulting, Vendor Management, Leadership, Requirements Analysis, Release Management
Education
University of Detroit Mercy
MBA, International Business
Lehigh University
MS, Manufacturing Systems Engg
University of Tulsa
MS, Chemical Engineering
University of Mumbai
BS, Chemical Engineering
Fellowship School, INDIA
Natalie Bagdonas Natalie Bagdonas's Fidelity Investments Experience June 1994 - February 2008
Job Business Operations Support Manager at Good Start Genetics
Industry Biotechnology
Experience
Good Start Genetics August 2014 - Present
Good Start Genetics April 2011 - August 2014
Russian School of Mathematics March 2011 - June 2013
NB-Consulting, LLC May 2008 - May 2012
Fidelity Investments June 1994 - February 2008
Skills
Software Development, SEO, Integration, Project Management, Strategy, Agile Methodologies, Product Management, Leadership, Java, Data Analysis, Requirements Analysis, Management, Research, Databases, Wireless, Vendor Management, Program Management, Consulting, Perl, Marketing, Business Strategy, Contract Negotiation, Enterprise Software, Scrum, Business Analysis, Linux, Software Documentation
Education
Latvijas Universitate 1972 — 1977
MS, Applied Mathematics
Good Start Genetics August 2014 - Present
Good Start Genetics April 2011 - August 2014
Russian School of Mathematics March 2011 - June 2013
NB-Consulting, LLC May 2008 - May 2012
Fidelity Investments June 1994 - February 2008
Skills
Software Development, SEO, Integration, Project Management, Strategy, Agile Methodologies, Product Management, Leadership, Java, Data Analysis, Requirements Analysis, Management, Research, Databases, Wireless, Vendor Management, Program Management, Consulting, Perl, Marketing, Business Strategy, Contract Negotiation, Enterprise Software, Scrum, Business Analysis, Linux, Software Documentation
Education
Latvijas Universitate 1972 — 1977
MS, Applied Mathematics
Kathleen McCormack Kathleen McCormack's Fidelity Investments Experience October 1996 - March 1999
Job IT Project Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2010 - Present
JPMorgan Chase March 1999 - February 2002
Deloitte September 1992 - October 1999
Fidelity Investments October 1996 - March 1999
Bank of Boston 1990 - 1992
Education
Lehigh University
B.S., Industrial Engineering
Morgan Stanley Smith Barney April 2010 - Present
JPMorgan Chase March 1999 - February 2002
Deloitte September 1992 - October 1999
Fidelity Investments October 1996 - March 1999
Bank of Boston 1990 - 1992
Education
Lehigh University
B.S., Industrial Engineering
Suzanne Sawyer Suzanne Sawyer's Fidelity Investments Experience May 2000 - November 2005
Job Business Architect at Mercer
Industry Computer Software
Experience
Mercer 2012 - Present
Fidelity Investments May 2000 - November 2005
Computer Sciences Corporation (CSC) October 1996 - May 2000
Skills
Systems Analysis, Design Specifications, Requirements Gathering, Software Documentation, Business Analysis, Business Process..., Development of Training..., System Testing, End User Support, Use Case Analysis, Analytics, Financial Services, Strategy, Software Development, SDLC, Requirements Analysis
Education
Lehigh University 1992 — 1996
Bachelor of Arts, Economics
Mercer 2012 - Present
Fidelity Investments May 2000 - November 2005
Computer Sciences Corporation (CSC) October 1996 - May 2000
Skills
Systems Analysis, Design Specifications, Requirements Gathering, Software Documentation, Business Analysis, Business Process..., Development of Training..., System Testing, End User Support, Use Case Analysis, Analytics, Financial Services, Strategy, Software Development, SDLC, Requirements Analysis
Education
Lehigh University 1992 — 1996
Bachelor of Arts, Economics
Muffy Paquette Muffy Paquette's Fidelity Investments Experience 1985 - 1988
Job Vice President at Fuller Communications
Industry Professional Training & Coaching
Experience
Fuller Communications 1997 - Present
Communispond September 1988 - March 1995
Fidelity Investments 1985 - 1988
Skills
Public Speaking, Executive Coaching, Team Building, Coaching, Business Strategy, Executive Development, Leadership, New Business Development, Program Management, Training, Strategy, Performance Management, Small Business, Business Development, Workshop Facilitation, Talent Management, Consulting
Education
Lake Forest College 1981 — 1985
BA, Business
New Canaan High School
Fuller Communications 1997 - Present
Communispond September 1988 - March 1995
Fidelity Investments 1985 - 1988
Skills
Public Speaking, Executive Coaching, Team Building, Coaching, Business Strategy, Executive Development, Leadership, New Business Development, Program Management, Training, Strategy, Performance Management, Small Business, Business Development, Workshop Facilitation, Talent Management, Consulting
Education
Lake Forest College 1981 — 1985
BA, Business
New Canaan High School
Allen Eastman's Fidelity Investments Experience May 2015 - Present
Job Sr. Business Analyst
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments June 2014 - May 2015
Fidelity Investments August 2012 - June 2014
Scottrade December 2008 - August 2012
Alpine Bank May 2008 - August 2008
The Home Depot July 2006 - August 2007
Skills
Leadership, Customer Service, Microsoft Office, Sales, Microsoft Excel, Financial Analysis, Time Management, Teamwork, PowerPoint, Microsoft Word, Investments, Strategic Planning, Team Building, Data Analysis, Management, Team Leadership, Analysis
Education
Northern Kentucky University 2012 — 2015
Master of Accountancy
University of Toledo 2007 — 2010
Business Administration, Finance
Lakeland Community College 2006 — 2007
Chardon High School 2003 — 2006
Fidelity Investments May 2015 - Present
Fidelity Investments June 2014 - May 2015
Fidelity Investments August 2012 - June 2014
Scottrade December 2008 - August 2012
Alpine Bank May 2008 - August 2008
The Home Depot July 2006 - August 2007
Skills
Leadership, Customer Service, Microsoft Office, Sales, Microsoft Excel, Financial Analysis, Time Management, Teamwork, PowerPoint, Microsoft Word, Investments, Strategic Planning, Team Building, Data Analysis, Management, Team Leadership, Analysis
Education
Northern Kentucky University 2012 — 2015
Master of Accountancy
University of Toledo 2007 — 2010
Business Administration, Finance
Lakeland Community College 2006 — 2007
Chardon High School 2003 — 2006
Shannon Isaacs Shannon Isaacs's Fidelity Investments Experience July 1990 - July 1997
Job Owner, Defining Elements
Industry Design
Experience
Defining Elements January 2000 - Present
Fidelity Investments July 1990 - July 1997
Charles T. Stifter Architecture and Planning May 1987 - March 1990
Kenyon C. Bolton III and Associates February 1986 - May 1987
Skills
Interior Design, Furnishings, Floor Plans, Renovation, Furniture, Construction, Custom Furniture, Window Treatments, FF&E, Interior Architecture, Fabric Selection, Draperies, Hand Drafting, Space planning, Sustainable Design, Product Design, Retail Design, Textiles, Residential Design, Finish Selections, Elevations, Rendering, Kitchen & Bath Design, Commercial Design, Color Schemes, Finish, Bedding, Window Coverings, Upholstery, Blinds, Accessorizing, Space Planning
Education
Lawrence Technological University 1980 — 1984
School of Architecture
Defining Elements January 2000 - Present
Fidelity Investments July 1990 - July 1997
Charles T. Stifter Architecture and Planning May 1987 - March 1990
Kenyon C. Bolton III and Associates February 1986 - May 1987
Skills
Interior Design, Furnishings, Floor Plans, Renovation, Furniture, Construction, Custom Furniture, Window Treatments, FF&E, Interior Architecture, Fabric Selection, Draperies, Hand Drafting, Space planning, Sustainable Design, Product Design, Retail Design, Textiles, Residential Design, Finish Selections, Elevations, Rendering, Kitchen & Bath Design, Commercial Design, Color Schemes, Finish, Bedding, Window Coverings, Upholstery, Blinds, Accessorizing, Space Planning
Education
Lawrence Technological University 1980 — 1984
School of Architecture
Lisa Oldenburg, CMA CPP Lisa Oldenburg, CMA CPP's Fidelity Investments Experience 2003 - 2008
Job Sr. Payroll Manager at IBM
Industry Accounting
Experience
IBM HR Transformation Operations August 2010 - Present
IBM July 2008 - August 2010
Fidelity Investments 2003 - 2008
Skills
Shared Services, Payroll, Financial Analysis, Change Management, Process Improvement, Human Resources, Auditing, Business Process..., Vendor Management, Outsourcing
Education
Le Moyne College
Bachelor of Applied Science (B.A.Sc.), Accounting
IBM HR Transformation Operations August 2010 - Present
IBM July 2008 - August 2010
Fidelity Investments 2003 - 2008
Skills
Shared Services, Payroll, Financial Analysis, Change Management, Process Improvement, Human Resources, Auditing, Business Process..., Vendor Management, Outsourcing
Education
Le Moyne College
Bachelor of Applied Science (B.A.Sc.), Accounting
Jordan Volz Jordan Volz's Fidelity Investments Experience June 2010 - August 2014
Job Valuation Analyst at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP September 2015 - Present
Fidelity Investments June 2010 - August 2014
Skills
Finance, Series 7, Accounting, Securities, Financial Analysis, Financial Modeling, Risk Management, Analysis, Series 63, Financial Services, Auditing, Financial Accounting, Financial Advisory, Microsoft Excel, Cost Accounting, Supervisory Management
Education
University of Utah 2014 — 2015
Master's degree, Accounting
University of Utah - David Eccles School of Business 2012 — 2014
Bachelor's degree, Accounting
Latter-day Saints Business College 2008 — 2010
Associate's degree, Accounting
Latter-day Saints Business College 2008 — 2010
Associate's degree, Entrepreneurship/Entrepreneurial Studies
Grant Thornton LLP September 2015 - Present
Fidelity Investments June 2010 - August 2014
Skills
Finance, Series 7, Accounting, Securities, Financial Analysis, Financial Modeling, Risk Management, Analysis, Series 63, Financial Services, Auditing, Financial Accounting, Financial Advisory, Microsoft Excel, Cost Accounting, Supervisory Management
Education
University of Utah 2014 — 2015
Master's degree, Accounting
University of Utah - David Eccles School of Business 2012 — 2014
Bachelor's degree, Accounting
Latter-day Saints Business College 2008 — 2010
Associate's degree, Accounting
Latter-day Saints Business College 2008 — 2010
Associate's degree, Entrepreneurship/Entrepreneurial Studies
Maheen Sayeed Maheen Sayeed's Fidelity Investments Experience October 2015 - Present
Job Financial Associate at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments October 2015 - Present
Lahore University of Management Sciences January 2014 - June 2015
L'Oréal January 2015 - March 2015
Standard Chartered Bank July 2014 - August 2014
Publications Society at LUMS May 2013 - May 2014
PwC June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Event Planning, Time Management, Proposal Writing, Business Writing, Creative Writing, Analytical Skills, Team Leadership, Fundraising, Financial Analysis, Team Management, Market Research
Education
Lahore University of Management Sciences 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Froebels International School Islamabad 2009 — 2011
A- Levels, Accounting and Economics
Fidelity Investments October 2015 - Present
Lahore University of Management Sciences January 2014 - June 2015
L'Oréal January 2015 - March 2015
Standard Chartered Bank July 2014 - August 2014
Publications Society at LUMS May 2013 - May 2014
PwC June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Event Planning, Time Management, Proposal Writing, Business Writing, Creative Writing, Analytical Skills, Team Leadership, Fundraising, Financial Analysis, Team Management, Market Research
Education
Lahore University of Management Sciences 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Froebels International School Islamabad 2009 — 2011
A- Levels, Accounting and Economics
Desmond Blue, MBA's Fidelity Investments Experience June 2015 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
UVS Erdene Drilling Basketball Club January 2015 - June 2015
Gaza Hashem Basketball Club September 2014 - January 2015
Al Tadhamon Basketball Club August 2013 - May 2014
Academia de la Montana Basketball Club January 2013 - June 2013
Union Neuchatel Basketball Club August 2012 - January 2013
Hiwassee Mental Health Center August 2011 - April 2012
NBA Development League November 2011 - January 2012
Whirlpool Corporation May 2009 - August 2009
Kanakuk February 2008 - February 2009
Skills
Leadership, Sports, Public Speaking, Sports Management, Management, Basketball, Microsoft Excel, Sales, Sports Marketing, Customer Service, Microsoft Office, Team Leadership, Social Media, PowerPoint, Microsoft Word, Strategic Planning, Social Networking, Baseball, Social Media Marketing, Event Planning, Non-profits, Marketing, Coaching, Customer Satisfaction, Account Management, Athletic Training, Athletics, Nonprofits, Non-Violent Crisis..., Critical Thinking, Resource Management, Technology Integration, Client Relations, Client Relationships..., Conflict Resolution, International Relations, Investments, Finance, Insurance
Education
Liberty University 2010 — 2015
Master of Business Administration (M.B.A.), Business Leadership with an emphasis in Accounting, 3.7
Lee University 2006 — 2010
Bachelor’s Degree, Business Administration, 3.0
Cheyenne Central 2002 — 2006
High School, General Studies
Fidelity Investments June 2015 - Present
UVS Erdene Drilling Basketball Club January 2015 - June 2015
Gaza Hashem Basketball Club September 2014 - January 2015
Al Tadhamon Basketball Club August 2013 - May 2014
Academia de la Montana Basketball Club January 2013 - June 2013
Union Neuchatel Basketball Club August 2012 - January 2013
Hiwassee Mental Health Center August 2011 - April 2012
NBA Development League November 2011 - January 2012
Whirlpool Corporation May 2009 - August 2009
Kanakuk February 2008 - February 2009
Skills
Leadership, Sports, Public Speaking, Sports Management, Management, Basketball, Microsoft Excel, Sales, Sports Marketing, Customer Service, Microsoft Office, Team Leadership, Social Media, PowerPoint, Microsoft Word, Strategic Planning, Social Networking, Baseball, Social Media Marketing, Event Planning, Non-profits, Marketing, Coaching, Customer Satisfaction, Account Management, Athletic Training, Athletics, Nonprofits, Non-Violent Crisis..., Critical Thinking, Resource Management, Technology Integration, Client Relations, Client Relationships..., Conflict Resolution, International Relations, Investments, Finance, Insurance
Education
Liberty University 2010 — 2015
Master of Business Administration (M.B.A.), Business Leadership with an emphasis in Accounting, 3.7
Lee University 2006 — 2010
Bachelor’s Degree, Business Administration, 3.0
Cheyenne Central 2002 — 2006
High School, General Studies
Nickolas Moes Nickolas Moes's Fidelity Investments Experience January 2012 - Present
Job Financial Analyst IV at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Priority Pass, Vip Travel Club June 2011 - January 2012
BEPCO, LP October 2010 - May 2011
Shared Technologies October 2008 - October 2010
Q Investments March 2007 - October 2008
Skills
Microsoft Excel, Outlook, Access, Microsoft Word, Financial Reporting, Analysis, Cash Flow, Financial Analysis, Variance Analysis, Accounting, Finance, Budgets, Excel, Axa, FRx Reporting, SQL, SQL database design, MS Query, Quickbooks, MYOB, Word, PowerPoint, Sage FAS, Lotus Notes, IBM AS/400, Crystal Reports, Business Objects, Hyperion, Management, Financial Services, Billing Systems, Client Billing, Customer Service
Education
Lake Superior State University 2003 — 2006
Finance & Economics and Business Administration Management, Finance, Business, Accounting
Fidelity Investments January 2012 - Present
Priority Pass, Vip Travel Club June 2011 - January 2012
BEPCO, LP October 2010 - May 2011
Shared Technologies October 2008 - October 2010
Q Investments March 2007 - October 2008
Skills
Microsoft Excel, Outlook, Access, Microsoft Word, Financial Reporting, Analysis, Cash Flow, Financial Analysis, Variance Analysis, Accounting, Finance, Budgets, Excel, Axa, FRx Reporting, SQL, SQL database design, MS Query, Quickbooks, MYOB, Word, PowerPoint, Sage FAS, Lotus Notes, IBM AS/400, Crystal Reports, Business Objects, Hyperion, Management, Financial Services, Billing Systems, Client Billing, Customer Service
Education
Lake Superior State University 2003 — 2006
Finance & Economics and Business Administration Management, Finance, Business, Accounting
Justin Lui Justin Lui's Fidelity Investments Experience August 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Kappa Sigma Fraternity September 2013 - June 2015
Hearts Awakening November 2014 - March 2015
YouMail, Inc February 2014 - June 2014
Target October 2011 - August 2013
Topcon Positioning Systems May 2012 - August 2012
Jamba Juice September 2010 - October 2011
Skills
Microsoft Office, PowerPoint, Facebook, Microsoft Word, Photoshop, Social Media, Teamwork, Microsoft Excel, Customer Service, Social Media Marketing, Illustrator, Event Planning, Social Networking, Advertising, Time Management, Final Cut Pro
Education
University of California, Irvine 2013 — 2015
Bachelor's degree, Business Economics/Management, GPA: 3.43
The London School of Economics and Political Science (LSE) 2014 — 2014
Management
Las Positas College 2011 — 2013
GPA: 3.50
Fidelity Investments August 2015 - Present
Kappa Sigma Fraternity September 2013 - June 2015
Hearts Awakening November 2014 - March 2015
YouMail, Inc February 2014 - June 2014
Target October 2011 - August 2013
Topcon Positioning Systems May 2012 - August 2012
Jamba Juice September 2010 - October 2011
Skills
Microsoft Office, PowerPoint, Facebook, Microsoft Word, Photoshop, Social Media, Teamwork, Microsoft Excel, Customer Service, Social Media Marketing, Illustrator, Event Planning, Social Networking, Advertising, Time Management, Final Cut Pro
Education
University of California, Irvine 2013 — 2015
Bachelor's degree, Business Economics/Management, GPA: 3.43
The London School of Economics and Political Science (LSE) 2014 — 2014
Management
Las Positas College 2011 — 2013
GPA: 3.50
Alexander Montenegro Alexander Montenegro's Fidelity Investments Experience September 2013 - July 2014
Job IT Helpdesk Field Services Embedded Liaison Tier II
Industry Information Technology and Services
Experience
Southern New Hampshire University July 2015 - Present
Southern New Hampshire University January 2015 - July 2015
Southern New Hampshire University July 2014 - January 2015
Fidelity Investments September 2013 - July 2014
The MathWorks February 2012 - May 2013
Liberty Travel June 2011 - August 2012
Education
Lasell College 2007 — 2011
Bachelors, Hospitality and Event Management
Southern New Hampshire University
MS Information Technology
Southern New Hampshire University July 2015 - Present
Southern New Hampshire University January 2015 - July 2015
Southern New Hampshire University July 2014 - January 2015
Fidelity Investments September 2013 - July 2014
The MathWorks February 2012 - May 2013
Liberty Travel June 2011 - August 2012
Education
Lasell College 2007 — 2011
Bachelors, Hospitality and Event Management
Southern New Hampshire University
MS Information Technology
Steve Senterfit Steve Senterfit's Fidelity Investments Experience April 1999 - October 2003
Job Managing Partner, Northshore Consulting Group
Industry Oil & Energy
Experience
Northshore Consulting Group, LLC. June 2011 - Present
Booz Allen Hamilton January 2014 - May 2015
Halliburton August 2011 - January 2014
SAIC October 2003 - August 2011
Fidelity Investments April 1999 - October 2003
Business Technologies, Inc. Charlotte, NC June 1996 - April 1999
Fidelity Investments January 1994 - June 1996
Stepping Stone Manufacturing August 1992 - January 1994
Skills
Financial Services, Business Development, Strategic Planning, Operations Management, Program Management, Change and..., Management Consulting, Energy Industry, Strategy, Team Leadership, Vendor Management, Process Improvement, Analysis, Integration, Start-ups, Business Intelligence, PMO, PMP, IT Strategy, Service Delivery, Project Portfolio..., Management, Cloud Computing, Leadership, Enterprise Architecture, Project Planning, Professional Services, Cross-functional Team..., Consulting, Contract Negotiation, Business Process...
Education
University of Virginia Darden School of Business 2008 — 2008
Executive Leadership Program
Lander University 1987 — 1992
BS, Computer Science
Northshore Consulting Group, LLC. June 2011 - Present
Booz Allen Hamilton January 2014 - May 2015
Halliburton August 2011 - January 2014
SAIC October 2003 - August 2011
Fidelity Investments April 1999 - October 2003
Business Technologies, Inc. Charlotte, NC June 1996 - April 1999
Fidelity Investments January 1994 - June 1996
Stepping Stone Manufacturing August 1992 - January 1994
Skills
Financial Services, Business Development, Strategic Planning, Operations Management, Program Management, Change and..., Management Consulting, Energy Industry, Strategy, Team Leadership, Vendor Management, Process Improvement, Analysis, Integration, Start-ups, Business Intelligence, PMO, PMP, IT Strategy, Service Delivery, Project Portfolio..., Management, Cloud Computing, Leadership, Enterprise Architecture, Project Planning, Professional Services, Cross-functional Team..., Consulting, Contract Negotiation, Business Process...
Education
University of Virginia Darden School of Business 2008 — 2008
Executive Leadership Program
Lander University 1987 — 1992
BS, Computer Science
Jaimie Hazebrouck Jaimie Hazebrouck's Fidelity Investments Experience June 2009 - July 2015
Job HRTS Senior Associate at PwC
Industry Human Resources
Experience
PwC July 2015 - Present
Fidelity Investments June 2009 - July 2015
Northwestern Mutual January 2008 - April 2009
Zurich North America May 2008 - August 2008
Amica Mutual Insurance Co. May 2007 - August 2007
Skills
Passed Actuarial Exam..., Passed Actuarial Exam..., Passed Actuarial Exam..., Passed Actuarial Exam..., Pensions, Actuarial Exams, Defined Contribution, Microsoft Excel, Pension Administration, Financial Reporting, Statistics, 401k, Retirement Plan..., Actuarial Consulting, Project Management, Investments, Risk Management, Defined Benefit, Valuation, Retirement, Employee Benefits, Analysis, Actuarial Science, Microsoft Office, Finance, Financial Analysis, Data Analysis, Leadership, Microsoft Word, PowerPoint, Financial Risk
Education
Le Moyne College 2005 — 2009
Bachelor of Arts in Mathematics and Computer Science, Actuarial Science, Magna Cum Laude, Dean's List Scolar
Blackstone Millville Regional High School 2001 — 2005
High School Graduate, High Honors, National Honor Society
PwC July 2015 - Present
Fidelity Investments June 2009 - July 2015
Northwestern Mutual January 2008 - April 2009
Zurich North America May 2008 - August 2008
Amica Mutual Insurance Co. May 2007 - August 2007
Skills
Passed Actuarial Exam..., Passed Actuarial Exam..., Passed Actuarial Exam..., Passed Actuarial Exam..., Pensions, Actuarial Exams, Defined Contribution, Microsoft Excel, Pension Administration, Financial Reporting, Statistics, 401k, Retirement Plan..., Actuarial Consulting, Project Management, Investments, Risk Management, Defined Benefit, Valuation, Retirement, Employee Benefits, Analysis, Actuarial Science, Microsoft Office, Finance, Financial Analysis, Data Analysis, Leadership, Microsoft Word, PowerPoint, Financial Risk
Education
Le Moyne College 2005 — 2009
Bachelor of Arts in Mathematics and Computer Science, Actuarial Science, Magna Cum Laude, Dean's List Scolar
Blackstone Millville Regional High School 2001 — 2005
High School Graduate, High Honors, National Honor Society
Danielle Mandeville's Fidelity Investments Experience November 2012 - January 2015
Job Marketing & Sales Coordinator at Mandeville Signs Inc
Industry Electrical/Electronic Manufacturing
Experience
Mandeville Signs Inc February 2015 - Present
Fidelity Investments November 2012 - January 2015
Skills
Customer Advocacy, Customer Service, Organizational..., Social Media Marketing, Google Adwords, Google Analytics, Facebook Marketing, Marketing Communications, Team Leadership, Marketing, Social Media, Analytics, PPC, Management, Sales, Account Management, Microsoft Excel, Microsoft Word, Social Networking
Education
Lasell College 2007 — 2011
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Mandeville Signs Inc February 2015 - Present
Fidelity Investments November 2012 - January 2015
Skills
Customer Advocacy, Customer Service, Organizational..., Social Media Marketing, Google Adwords, Google Analytics, Facebook Marketing, Marketing Communications, Team Leadership, Marketing, Social Media, Analytics, PPC, Management, Sales, Account Management, Microsoft Excel, Microsoft Word, Social Networking
Education
Lasell College 2007 — 2011
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Paul Scardino Paul Scardino's Fidelity Investments Experience July 1994 - September 1995
Job Senior Vision Application Consultant
Industry Computer Software
Experience
Baumer Group January 2015 - Present
Western Vision Software May 1995 - May 2015
ClearOne October 2011 - May 2012
Axiom December 2000 - July 2001
Franklin Covey September 2000 - December 2000
3M Health Care September 1995 - December 1996
Zions Bank September 1995 - September 1995
Fidelity Investments July 1994 - September 1995
Autoliv December 1991 - July 1994
Ford Motor Company May 1989 - December 1991
Skills
Strategic Planning, New Business Development, Start-ups, Software Development, Microsoft Visual Studio..., Embedded C++, Embedded C, Embedded Software..., MFC, WDK, SQL, Machine Vision, Image Processing, Digital Image Processing, Digital Image..., Machine Learning, Microcontrollers, Microprocessors, Sales, Sales Presentations, Technical Product Sales, Technical Sales..., Technical Writing, Mathematics, Solidworks, Windows Driver..., Windows Programming, Windows kernel..., Win32 API, DirectX, GDI, GDI+, Firmware, PCB design, PCB layout design, Windows Embedded, FFT, Splines, Pattern Recognition, Management, Training, Trade Shows, Sales Engineering, Pre/Post Sales Engineers, Software Engineering, C++, Embedded Systems, C, Integration
Education
Lawrence Technological University 1985 — 1989
Bachelor of Science (BS), Electrical and Electronics Engineering
Baumer Group January 2015 - Present
Western Vision Software May 1995 - May 2015
ClearOne October 2011 - May 2012
Axiom December 2000 - July 2001
Franklin Covey September 2000 - December 2000
3M Health Care September 1995 - December 1996
Zions Bank September 1995 - September 1995
Fidelity Investments July 1994 - September 1995
Autoliv December 1991 - July 1994
Ford Motor Company May 1989 - December 1991
Skills
Strategic Planning, New Business Development, Start-ups, Software Development, Microsoft Visual Studio..., Embedded C++, Embedded C, Embedded Software..., MFC, WDK, SQL, Machine Vision, Image Processing, Digital Image Processing, Digital Image..., Machine Learning, Microcontrollers, Microprocessors, Sales, Sales Presentations, Technical Product Sales, Technical Sales..., Technical Writing, Mathematics, Solidworks, Windows Driver..., Windows Programming, Windows kernel..., Win32 API, DirectX, GDI, GDI+, Firmware, PCB design, PCB layout design, Windows Embedded, FFT, Splines, Pattern Recognition, Management, Training, Trade Shows, Sales Engineering, Pre/Post Sales Engineers, Software Engineering, C++, Embedded Systems, C, Integration
Education
Lawrence Technological University 1985 — 1989
Bachelor of Science (BS), Electrical and Electronics Engineering
Johnny Castro Johnny Castro's Fidelity Investments Experience August 2000 - July 2004
Job Senior Project Manager at USC Consulting Group
Industry Management Consulting
Experience
USC Consulting Group July 2004 - Present
Fidelity Investments August 2000 - July 2004
US Army August 1992 - August 2000
U.S. Army National Guard January 1997 - January 2000
Skills
Process Improvement, Lean Manufacturing, Change Management, Management Consulting, Kaizen, Project Management, 5S, Inventory Management, Team Management, Management Development, Process Control, SMED, Increase Productivity, Training, Analysis, Consulting, Business Process..., Six Sigma, Operational Excellence, Business Process Mapping, Continuous Improvement, Project Planning, Operations Management, Leadership, Strategy, Process Engineering, Management, Manufacturing, Cross-functional Team..., Program Management, Supply Chain Management
Education
The University of Dallas 2013 — 2015
MBA, Business
Lee University 1996 — 2000
B.A, Psychology
USC Consulting Group July 2004 - Present
Fidelity Investments August 2000 - July 2004
US Army August 1992 - August 2000
U.S. Army National Guard January 1997 - January 2000
Skills
Process Improvement, Lean Manufacturing, Change Management, Management Consulting, Kaizen, Project Management, 5S, Inventory Management, Team Management, Management Development, Process Control, SMED, Increase Productivity, Training, Analysis, Consulting, Business Process..., Six Sigma, Operational Excellence, Business Process Mapping, Continuous Improvement, Project Planning, Operations Management, Leadership, Strategy, Process Engineering, Management, Manufacturing, Cross-functional Team..., Program Management, Supply Chain Management
Education
The University of Dallas 2013 — 2015
MBA, Business
Lee University 1996 — 2000
B.A, Psychology
Greg Hilbert Greg Hilbert's Fidelity Investments Experience June 2012 - Present
Job Fixed Income Specialist
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments June 2011 - June 2012
Fidelity Investments August 2010 - June 2011
Paragon Capital Group LLC May 2008 - August 2009
Skills
Financial Analysis, Finance, Investments, Analysis, Private Equity, Accounting, Financial Services, Series 63, Series 7
Education
Lehigh University 2006 — 2010
Bachelor of Science, Finance
Lehigh University - College of Business and Economics 2006 — 2010
Bachelor of Science (B.S.), Finance
Fidelity Investments June 2012 - Present
Fidelity Investments June 2011 - June 2012
Fidelity Investments August 2010 - June 2011
Paragon Capital Group LLC May 2008 - August 2009
Skills
Financial Analysis, Finance, Investments, Analysis, Private Equity, Accounting, Financial Services, Series 63, Series 7
Education
Lehigh University 2006 — 2010
Bachelor of Science, Finance
Lehigh University - College of Business and Economics 2006 — 2010
Bachelor of Science (B.S.), Finance
Jordan Wells Jordan Wells's Fidelity Investments Experience January 2014 - June 2014
Job Business Analyst at EpicVue
Industry Financial Services
Experience
EpicVue May 2015 - Present
EpicVue February 2015 - May 2015
Fidelity Investments January 2014 - June 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Satisfaction, Accounting, Customer Service, Management, Salesforce.com..., Sales
Education
University of Utah 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management
La Trobe University 2012 — 2012
EpicVue May 2015 - Present
EpicVue February 2015 - May 2015
Fidelity Investments January 2014 - June 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Satisfaction, Accounting, Customer Service, Management, Salesforce.com..., Sales
Education
University of Utah 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management
La Trobe University 2012 — 2012
Jacqueline Muggeridge's Fidelity Investments Experience June 2014 - Present
Job Integrated Marketing Associate at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments July 2012 - June 2014
Back Bay Restaurant Group, Inc. 2009 - 2011
JCrew Corporation May 2009 - March 2010
WaterFire Providence 2010 - 2010
Wayside Country Store August 2006 - January 2008
Skills
Javascript, HTML, Public Relations, Event Planning, Social Media, Social Media Marketing, PowerPoint, Prezi, Marketing, Facebook, Microsoft Office, Editing, Microsoft Excel, Customer Service, Microsoft Word, Marketing Strategy, Event Management, Public Speaking, Oracle SQL, CSS Javascript, Constant Contact, Statistics, Sales
Education
Lehigh University - College of Business and Economics 2008 — 2012
Bachelor of Science, Marketing
Dana Hall School 2004 — 2008
Fidelity Investments June 2014 - Present
Fidelity Investments July 2012 - June 2014
Back Bay Restaurant Group, Inc. 2009 - 2011
JCrew Corporation May 2009 - March 2010
WaterFire Providence 2010 - 2010
Wayside Country Store August 2006 - January 2008
Skills
Javascript, HTML, Public Relations, Event Planning, Social Media, Social Media Marketing, PowerPoint, Prezi, Marketing, Facebook, Microsoft Office, Editing, Microsoft Excel, Customer Service, Microsoft Word, Marketing Strategy, Event Management, Public Speaking, Oracle SQL, CSS Javascript, Constant Contact, Statistics, Sales
Education
Lehigh University - College of Business and Economics 2008 — 2012
Bachelor of Science, Marketing
Dana Hall School 2004 — 2008
Julia Finch Julia Finch's Fidelity Investments Experience June 2015 - Present
Job Sr. Marketing Research Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments January 2013 - June 2015
John Hancock Funds September 2010 - February 2013
John Hancock Annuities June 2008 - September 2010
John Hancock Life Insurance Company (U.S.A.) June 2007 - June 2008
Skills
Series 6, Series 7, Series 63, MA Life, Mutual Funds, Annuities, 529 Plans, 401k, Fixed Annuities, Retirement, Retirement Planning, Securities, Investments, Separately Managed..., Asset Allocation
Education
Boston University Graduate School of Management 2011 — 2014
MBA, Investments
Lafayette College 2003 — 2007
BA, Business and Economics
Lawrence Academy 1999 — 2003
High School
Fidelity Investments June 2015 - Present
Fidelity Investments January 2013 - June 2015
John Hancock Funds September 2010 - February 2013
John Hancock Annuities June 2008 - September 2010
John Hancock Life Insurance Company (U.S.A.) June 2007 - June 2008
Skills
Series 6, Series 7, Series 63, MA Life, Mutual Funds, Annuities, 529 Plans, 401k, Fixed Annuities, Retirement, Retirement Planning, Securities, Investments, Separately Managed..., Asset Allocation
Education
Boston University Graduate School of Management 2011 — 2014
MBA, Investments
Lafayette College 2003 — 2007
BA, Business and Economics
Lawrence Academy 1999 — 2003
High School
Mary Lou Lamberton Mary Lou Lamberton's Fidelity Investments Experience September 1998 - August 2000
Job Wells Fargo Health Benefit Services, Sales Executive Health Savings Accounts
Industry Financial Services
Experience
Wells Fargo Institutional Retirement and Trust 2013 - 2015
Prestige Resorts & Destinations 2005 - 2013
Fidelity Investments September 1998 - August 2000
Charles Schwab 1997 - 1998
Wells Fargo 1988 - 1997
Northern Trust 1984 - 1988
Skills
Event Planning, Sales, Customer Service, Investments, Event Management, Leadership, Marketing, Strategic Planning, Management, Retirement, Healthcare, Management Consulting, Account Management, Contract Negotiation, Pensions, Hospitality, New Business Development, Hotels, Meeting Planning, Sales Management, Incentives
Education
Lawrence University 1978 — 1982
B.A., Economics
Wells Fargo Institutional Retirement and Trust 2013 - 2015
Prestige Resorts & Destinations 2005 - 2013
Fidelity Investments September 1998 - August 2000
Charles Schwab 1997 - 1998
Wells Fargo 1988 - 1997
Northern Trust 1984 - 1988
Skills
Event Planning, Sales, Customer Service, Investments, Event Management, Leadership, Marketing, Strategic Planning, Management, Retirement, Healthcare, Management Consulting, Account Management, Contract Negotiation, Pensions, Hospitality, New Business Development, Hotels, Meeting Planning, Sales Management, Incentives
Education
Lawrence University 1978 — 1982
B.A., Economics
Michael Balch's Fidelity Investments Experience 1993 - 1998
Job Head of Sales | Partner at Good Harbor Financial, LLC
Industry Financial Services
Experience
Good Harbor Financial, LLC April 2013 - Present
NAVCAP NAV Capital Partners, LLC May 2009 - March 2013
Good, Better, Best Inc. November 2008 - March 2013
Janus Capital Group 2007 - 2008
Merrill Lynch 2005 - 2007
Columbia / Bank of America / Nations Funds 1998 - 2005
Fidelity Investments 1993 - 1998
Kemper 1991 - 1998
Education
Lake Forest College 1979 — 1983
BA
Good Harbor Financial, LLC April 2013 - Present
NAVCAP NAV Capital Partners, LLC May 2009 - March 2013
Good, Better, Best Inc. November 2008 - March 2013
Janus Capital Group 2007 - 2008
Merrill Lynch 2005 - 2007
Columbia / Bank of America / Nations Funds 1998 - 2005
Fidelity Investments 1993 - 1998
Kemper 1991 - 1998
Education
Lake Forest College 1979 — 1983
BA
Tony DiBrino, CFP®'s Fidelity Investments Experience February 2011 - March 2013
Job Vice President at North Coast Asset Management
Industry Investment Management
Experience
NorthCoast Asset Management March 2013 - Present
Fidelity Investments February 2011 - March 2013
Legacy Advisors, LLC January 2008 - February 2011
The Addis Group April 2007 - September 2007
Skills
Wealth Management, Insurance, Estate Planning, Investments, Series 7, Asset Allocation, Mutual Funds, Investment Advisory, Financial Planners, Portfolio Management, Relationship Management, Retirement Planning, Financial Advisory, Financial Services, Sales, Microsoft Excel, Outlook, Investment Management, Strategic Financial..., Series 63, Series 65, Investment Strategies, Securities, Asset Management, Financial Planning
Education
La Salle University 2004 — 2008
BS, Finance/Risk Management
CB West
NorthCoast Asset Management March 2013 - Present
Fidelity Investments February 2011 - March 2013
Legacy Advisors, LLC January 2008 - February 2011
The Addis Group April 2007 - September 2007
Skills
Wealth Management, Insurance, Estate Planning, Investments, Series 7, Asset Allocation, Mutual Funds, Investment Advisory, Financial Planners, Portfolio Management, Relationship Management, Retirement Planning, Financial Advisory, Financial Services, Sales, Microsoft Excel, Outlook, Investment Management, Strategic Financial..., Series 63, Series 65, Investment Strategies, Securities, Asset Management, Financial Planning
Education
La Salle University 2004 — 2008
BS, Finance/Risk Management
CB West
Suzanne Ninivaggi's Fidelity Investments Experience October 2012 - Present
Job Director, Executive Communications at Fidelity Investments
Industry Public Relations and Communications
Experience
Fidelity Investments October 2012 - Present
Edelman January 2010 - October 2012
Ruder Finn November 2007 - January 2010
Fleishman Hillard October 2004 - June 2007
SHIFT Communications August 2003 - September 2004
TA Associates September 2001 - August 2003
Skills
Employee Engagement, Media Relations, Corporate Communications, Internal Communications, Culture Change, Writing, Pharmaceutical Industry, Rebranding, Reorganisation, Restructuring, Message Development, Intranet, Corporate Events, Strategic Planning, Employee Relations, Corporate Social...
Education
Lafayette College 1997 — 2001
BA, English & Economics
Fidelity Investments October 2012 - Present
Edelman January 2010 - October 2012
Ruder Finn November 2007 - January 2010
Fleishman Hillard October 2004 - June 2007
SHIFT Communications August 2003 - September 2004
TA Associates September 2001 - August 2003
Skills
Employee Engagement, Media Relations, Corporate Communications, Internal Communications, Culture Change, Writing, Pharmaceutical Industry, Rebranding, Reorganisation, Restructuring, Message Development, Intranet, Corporate Events, Strategic Planning, Employee Relations, Corporate Social...
Education
Lafayette College 1997 — 2001
BA, English & Economics
Kate McDaniel's Fidelity Investments Experience October 2014 - Present
Job Senior Vice President of Human Resources at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Haemonetics January 2013 - September 2014
Johnson & Johnson 2004 - 2013
Fleet Boston Financial Group 1992 - 2004
Sumy Research Foundation 1990 - 1992
JPMorgan Chase & Co. 1987 - 1989
Skills
Human Resources, Organizational..., Strategic Human..., Directing Talent, Communication, Compensation & Benefits, Team Leadership, Talent Management, Employee Engagement, Global Human Resources...
Education
Le Moyne College
Bachelor's Degree, Labor and Industrial Relations
Fidelity Investments October 2014 - Present
Haemonetics January 2013 - September 2014
Johnson & Johnson 2004 - 2013
Fleet Boston Financial Group 1992 - 2004
Sumy Research Foundation 1990 - 1992
JPMorgan Chase & Co. 1987 - 1989
Skills
Human Resources, Organizational..., Strategic Human..., Directing Talent, Communication, Compensation & Benefits, Team Leadership, Talent Management, Employee Engagement, Global Human Resources...
Education
Le Moyne College
Bachelor's Degree, Labor and Industrial Relations
Joel Chudnofsky Joel Chudnofsky's Fidelity Investments Experience July 2007 - August 2007
Job Sr. Business Analyst at Citi
Industry Financial Services
Experience
Citi September 2014 - Present
Barclays Investment Bank January 2014 - August 2014
UBS July 2010 - October 2013
UBS July 2008 - July 2010
Fidelity Investments July 2007 - August 2007
Skills
Business Analysis, Data Analysis, Data Mining, Project Management, Microsoft Excel, Visio, Six Sigma, Business Objects, Business Process..., Process Engineering, Root Cause Analysis, Operational Excellence, Microsoft Office, Microsoft Word, Budget Reconciliation, Visual Basic, SQL, Minitab, Bloomberg Terminal
Education
Lehigh University 2005 — 2008
Bachelor's degree, Finance, Engineering
Citi September 2014 - Present
Barclays Investment Bank January 2014 - August 2014
UBS July 2010 - October 2013
UBS July 2008 - July 2010
Fidelity Investments July 2007 - August 2007
Skills
Business Analysis, Data Analysis, Data Mining, Project Management, Microsoft Excel, Visio, Six Sigma, Business Objects, Business Process..., Process Engineering, Root Cause Analysis, Operational Excellence, Microsoft Office, Microsoft Word, Budget Reconciliation, Visual Basic, SQL, Minitab, Bloomberg Terminal
Education
Lehigh University 2005 — 2008
Bachelor's degree, Finance, Engineering
Gavin Kivett Gavin Kivett's Fidelity Investments Experience November 2006 - May 2013
Job Senior Data Analyst at Transamerica
Industry Information Technology and Services
Experience
Transamerica September 2014 - Present
Transamerica September 2014 - Present
athenahealth May 2013 - May 2014
Fidelity Investments November 2006 - May 2013
Skills
Healthcare Information..., Project Management, Financial Modeling, Retirement, Defined Benefit, Pensions, Data Analysis, Vendor Relationships, Vendor Management, Relationship Management, Investments, Oracle SQL, Microsoft Office, Process Improvement, Capital Markets, CRM, Fixed Income, Bloomberg, Risk Management
Education
Lehigh University 2002 — 2006
Bachelor of Arts (B.A.)
Wellesley High School 1998 — 2002
Transamerica September 2014 - Present
Transamerica September 2014 - Present
athenahealth May 2013 - May 2014
Fidelity Investments November 2006 - May 2013
Skills
Healthcare Information..., Project Management, Financial Modeling, Retirement, Defined Benefit, Pensions, Data Analysis, Vendor Relationships, Vendor Management, Relationship Management, Investments, Oracle SQL, Microsoft Office, Process Improvement, Capital Markets, CRM, Fixed Income, Bloomberg, Risk Management
Education
Lehigh University 2002 — 2006
Bachelor of Arts (B.A.)
Wellesley High School 1998 — 2002
Arleen Janer-Jones Arleen Janer-Jones's Fidelity Investments Experience September 1999 - December 2003
Job Virtual instructor Spanish
Industry E-Learning
Experience
Florida Virtual School April 2014 - Present
Delta Air Lines June 2013 - April 2014
Delta Air Lines May 2011 - May 2013
Denton ISD September 2011 - June 2012
Little Elm Independent School District August 2008 - May 2011
Dallas ISD June 2006 - May 2008
Chase October 2005 - June 2006
GreenPoint Mortgage December 2003 - October 2004
Fidelity Investments September 1999 - December 2003
Skills
Staff Development, Educational Technology, Training, Instructional Design, Customer Service, Curriculum Development, Teaching, Higher Education, Microsoft Office, E-Learning, Spanish, Leadership, Cross-functional Team..., Teacher Training, Educational Leadership, Classroom, K-12, Tutoring, Classroom Management, Public Speaking, Fundraising, Lesson Planning, Elementary Education, Differentiated..., Curriculum Design, ESL, Instructional Technology
Education
Lamar University 2009 — 2011
M.Ed. Educational Technology
Universidad del Este 1997 — 1999
Bachelor's Office Systems and Administration, Administration and Office Systems
Florida Virtual School April 2014 - Present
Delta Air Lines June 2013 - April 2014
Delta Air Lines May 2011 - May 2013
Denton ISD September 2011 - June 2012
Little Elm Independent School District August 2008 - May 2011
Dallas ISD June 2006 - May 2008
Chase October 2005 - June 2006
GreenPoint Mortgage December 2003 - October 2004
Fidelity Investments September 1999 - December 2003
Skills
Staff Development, Educational Technology, Training, Instructional Design, Customer Service, Curriculum Development, Teaching, Higher Education, Microsoft Office, E-Learning, Spanish, Leadership, Cross-functional Team..., Teacher Training, Educational Leadership, Classroom, K-12, Tutoring, Classroom Management, Public Speaking, Fundraising, Lesson Planning, Elementary Education, Differentiated..., Curriculum Design, ESL, Instructional Technology
Education
Lamar University 2009 — 2011
M.Ed. Educational Technology
Universidad del Este 1997 — 1999
Bachelor's Office Systems and Administration, Administration and Office Systems
Rodolfo Ergueta's Fidelity Investments Experience 2004 - 2006
Job
Industry Information Technology and Services
Experience
salesforce.com 2014 - Present
SAP 2013 - 2014
SAP 2010 - 2013
McKinsey & Company 2008 - 2010
Fidelity Investments 2004 - 2006
Fidelity Investments 2001 - 2004
Aon Hewitt 1999 - 2001
Skills
Financial Modeling, Management Consulting, Business Strategy, Competitive Analysis, Emerging Markets, Due Diligence, Strategic Planning, Strategy, Financial Analysis, Strategic Consulting, Analytics, Business Development, Business Analysis, Start-ups, Go-to-market Strategy, Management, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
University of Pennsylvania 2006 — 2008
M.A.
Lawrence University 1995 — 1999
B.A.
salesforce.com 2014 - Present
SAP 2013 - 2014
SAP 2010 - 2013
McKinsey & Company 2008 - 2010
Fidelity Investments 2004 - 2006
Fidelity Investments 2001 - 2004
Aon Hewitt 1999 - 2001
Skills
Financial Modeling, Management Consulting, Business Strategy, Competitive Analysis, Emerging Markets, Due Diligence, Strategic Planning, Strategy, Financial Analysis, Strategic Consulting, Analytics, Business Development, Business Analysis, Start-ups, Go-to-market Strategy, Management, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
University of Pennsylvania 2006 — 2008
M.A.
Lawrence University 1995 — 1999
B.A.
Victor S.Y. Lo's Fidelity Investments Experience May 2015 - Present
Job Vice President, Data Science, Workplace Investing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments May 2009 - May 2015
Fidelity Investments July 2000 - April 2009
FleetBoston Financial / Fleet Bank (now part of Bank of America) March 1998 - July 2000
Mercer Management Consulting (now Oliver Wyman) 1994 - 1998
The University of British Columbia September 1992 - May 1994
Skills
Data Mining, Predictive Analytics, Statistical Modeling, Risk Analytics, Optimization, Forecasting, Business Analytics, Stress Testing, Enterprise Risk..., Monte Carlo Simulation, Economic Capital, Customer Analytics, Segmentation, Marketing Science, Financial Econometrics, Customer Relationship..., Enterprise Analytics..., Big Data Strategy, CRM, Customer Analysis, Optimizations, Predictive Modeling, Analytics, Database Marketing, SAS, Strategy, Time Series Analysis, Big Data, Portfolio Management, Marketing Analytics, Risk Management, Statistics, Analysis, Financial Services, Market Research, Quantitative Finance, Operations Research, Portfolio Optimization, SAS programming, Market Risk, Basel II, Uplift modeling
Education
The University of British Columbia 1992 — 1994
Postdoctoral Research Fellow, Management Science, Sauder School of Business
The University of Hong Kong 1990 — 1992
PhD, Statistics
Lancaster University 1988 — 1989
MSc with Distinction, Operational Research, School of Management
The Hong Kong Polytechnic University 1985 — 1988
Higher Diploma with Distinction, Mathematics, Statistics, and Computing
Fidelity Investments May 2015 - Present
Fidelity Investments May 2009 - May 2015
Fidelity Investments July 2000 - April 2009
FleetBoston Financial / Fleet Bank (now part of Bank of America) March 1998 - July 2000
Mercer Management Consulting (now Oliver Wyman) 1994 - 1998
The University of British Columbia September 1992 - May 1994
Skills
Data Mining, Predictive Analytics, Statistical Modeling, Risk Analytics, Optimization, Forecasting, Business Analytics, Stress Testing, Enterprise Risk..., Monte Carlo Simulation, Economic Capital, Customer Analytics, Segmentation, Marketing Science, Financial Econometrics, Customer Relationship..., Enterprise Analytics..., Big Data Strategy, CRM, Customer Analysis, Optimizations, Predictive Modeling, Analytics, Database Marketing, SAS, Strategy, Time Series Analysis, Big Data, Portfolio Management, Marketing Analytics, Risk Management, Statistics, Analysis, Financial Services, Market Research, Quantitative Finance, Operations Research, Portfolio Optimization, SAS programming, Market Risk, Basel II, Uplift modeling
Education
The University of British Columbia 1992 — 1994
Postdoctoral Research Fellow, Management Science, Sauder School of Business
The University of Hong Kong 1990 — 1992
PhD, Statistics
Lancaster University 1988 — 1989
MSc with Distinction, Operational Research, School of Management
The Hong Kong Polytechnic University 1985 — 1988
Higher Diploma with Distinction, Mathematics, Statistics, and Computing
Doug Grumet's Fidelity Investments Experience April 2012 - August 2012
Job SVP, Media at AMP Agency
Industry Marketing and Advertising
Experience
AMP Agency August 2015 - Present
DigitasLBi_US January 2015 - August 2015
Carat August 2012 - December 2014
Fidelity Investments April 2012 - August 2012
Carat March 2009 - December 2011
Carat January 2008 - March 2009
Carat January 2007 - December 2007
Carat Fusion July 2006 - January 2007
Skills
Digital Media, Social Media, Mobile Marketing, Creative Development, Traditional Media, Integrated Media, comScore, Media Planning, Strategy, Mobile Devices, Digital Strategy, Media Buying, Interactive Marketing
Education
Lehigh University 1995 — 1999
BA, International Business
AMP Agency August 2015 - Present
DigitasLBi_US January 2015 - August 2015
Carat August 2012 - December 2014
Fidelity Investments April 2012 - August 2012
Carat March 2009 - December 2011
Carat January 2008 - March 2009
Carat January 2007 - December 2007
Carat Fusion July 2006 - January 2007
Skills
Digital Media, Social Media, Mobile Marketing, Creative Development, Traditional Media, Integrated Media, comScore, Media Planning, Strategy, Mobile Devices, Digital Strategy, Media Buying, Interactive Marketing
Education
Lehigh University 1995 — 1999
BA, International Business
Jennifer Wander, CPA's Fidelity Investments Experience 2003 - 2004
Job Manager, Endowment and Gift Accounting at Northwestern University
Industry Accounting
Experience
Northwestern University August 2010 - Present
Anne & Robert H. Lurie Children's Hospital of Chicago December 2007 - July 2010
Children's Hospital Boston June 2006 - November 2007
Heritage Property Investment Trust 2005 - 2006
Fidelity Investments 2003 - 2004
KPMG 2003 - 2004
Skills
Accounting, Financial Reporting, Financial Statements, Auditing, Budgets, Financial Analysis, Analysis, Program Management, Event Planning, Nonprofits, Data Analysis, Account Reconciliation, Microsoft Excel, General Ledger, Access
Education
Lehigh University 2002 — 2003
MS, Accounting Information Analysis
Lehigh University 2000 — 2002
BS, Marketing
Loyola University Chicago 1998 — 2000
School of Business & Economics
Northwestern University August 2010 - Present
Anne & Robert H. Lurie Children's Hospital of Chicago December 2007 - July 2010
Children's Hospital Boston June 2006 - November 2007
Heritage Property Investment Trust 2005 - 2006
Fidelity Investments 2003 - 2004
KPMG 2003 - 2004
Skills
Accounting, Financial Reporting, Financial Statements, Auditing, Budgets, Financial Analysis, Analysis, Program Management, Event Planning, Nonprofits, Data Analysis, Account Reconciliation, Microsoft Excel, General Ledger, Access
Education
Lehigh University 2002 — 2003
MS, Accounting Information Analysis
Lehigh University 2000 — 2002
BS, Marketing
Loyola University Chicago 1998 — 2000
School of Business & Economics
Bj Littleton's Fidelity Investments Experience January 2011 - Present
Job Finance
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
MARCO SPECIALTY STEEL August 2006 - December 2010
Education
Lamar University 1997 — 2006
Fidelity Investments January 2011 - Present
MARCO SPECIALTY STEEL August 2006 - December 2010
Education
Lamar University 1997 — 2006
Kathy Bantz's Fidelity Investments Experience Camera/Electronic GraphicsKFDM-TV1995 - 1999
Job Manager, Customer Support Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Camera/Electronic GraphicsKFDM-TV1995 - 1999
KFDM 1995 - 1999
Education
Lamar University 1992 — 1997
Fidelity Investments Camera/Electronic GraphicsKFDM-TV1995 - 1999
KFDM 1995 - 1999
Education
Lamar University 1992 — 1997
Heidi Josephson, M.Ed.'s Fidelity Investments Experience August 2004 - July 2008
Job Athletic Counselor
Industry Sports
Experience
Springfield College September 2013 - Present
Cumberland High School November 2009 - 2013
Dolphin Productions LLC 1997 - 2010
Fidelity Investments August 2004 - July 2008
ALSAC/St. Jude Children's Research Hospital 2000 - 2002
Skills
Fundraising, Coaching, Public Speaking, Event Management, Leadership, Strategic Planning, Marketing Strategy, Community Outreach, Management Consulting, Customer Service, Cross-functional Team..., Team Building, Management, Athletic Counseling
Education
Springfield College
M.Ed Candidate, Psychology - Athletic Counseling
NHH
MBA, International Business
Lehigh University 1985 — 1989
BA
Springfield College September 2013 - Present
Cumberland High School November 2009 - 2013
Dolphin Productions LLC 1997 - 2010
Fidelity Investments August 2004 - July 2008
ALSAC/St. Jude Children's Research Hospital 2000 - 2002
Skills
Fundraising, Coaching, Public Speaking, Event Management, Leadership, Strategic Planning, Marketing Strategy, Community Outreach, Management Consulting, Customer Service, Cross-functional Team..., Team Building, Management, Athletic Counseling
Education
Springfield College
M.Ed Candidate, Psychology - Athletic Counseling
NHH
MBA, International Business
Lehigh University 1985 — 1989
BA
Jeffrey Keane's Fidelity Investments Experience June 2006 - January 2014
Job Managing Director National Sales at Capital Investment Advisors
Industry Financial Services
Experience
Capital Investment Advisors December 2014 - Present
Altegris Investments January 2014 - December 2014
Fidelity Charitable January 2010 - January 2014
Fidelity Investments June 2006 - January 2014
Skills
Investments, Mutual Funds, Wealth Management, Portfolio Management, Series 7, Asset Management, Alternative Investments, Asset Allocation, Series 63, Retirement Planning, Financial Services, Investment Advisory, Securities
Education
La Salle University 1995 — 1999
Capital Investment Advisors December 2014 - Present
Altegris Investments January 2014 - December 2014
Fidelity Charitable January 2010 - January 2014
Fidelity Investments June 2006 - January 2014
Skills
Investments, Mutual Funds, Wealth Management, Portfolio Management, Series 7, Asset Management, Alternative Investments, Asset Allocation, Series 63, Retirement Planning, Financial Services, Investment Advisory, Securities
Education
La Salle University 1995 — 1999
Ronyea Thompson's Fidelity Investments Experience October 2010 - April 2011
Job Talent Acquisition Manager at Cone Health NOW HIRING EXPERIENCED RN's
Industry Staffing and Recruiting
Experience
Cone Health November 2014 - Present
Right Talent Staffing December 2012 - September 2014
Thomas & Betts August 2013 - February 2014
Novotus August 2012 - 2012
Fidelity Investments October 2010 - April 2011
Baylor Health Care June 2007 - May 2010
Skills
Applicant Tracking..., College Recruiting, Onboarding, Internet Recruiting, Talent Acquisition, Employee Relations, Technical Recruiting, Recruiting, Benefits Negotiation, Taleo, Sourcing, Screening, New Hire Orientations, Employee Benefits, Talent Management, Deferred Compensation, Performance Management, Contract Recruitment, Resume Writing, Behavioral Interviewing, Human Resources, Interviews, Temporary Placement, Management, Executive Search, Search, Workforce Planning, Networking, Screening Resumes, Training, Succession Planning, Staffing Services, Hiring, Employee Engagement, Job Fairs, Organizational..., Permanent Placement, Temporary Staffing, Employer Branding, Benefits Administration, Cold Calling, RPO, Recruitment Advertising, Personnel Management, Corporate Recruiting, Job Descriptions, Resume, Employee Training, Job Coaching, HR Policies
Education
Langston University 2001 — 2006
Bachelor's degree
Cone Health November 2014 - Present
Right Talent Staffing December 2012 - September 2014
Thomas & Betts August 2013 - February 2014
Novotus August 2012 - 2012
Fidelity Investments October 2010 - April 2011
Baylor Health Care June 2007 - May 2010
Skills
Applicant Tracking..., College Recruiting, Onboarding, Internet Recruiting, Talent Acquisition, Employee Relations, Technical Recruiting, Recruiting, Benefits Negotiation, Taleo, Sourcing, Screening, New Hire Orientations, Employee Benefits, Talent Management, Deferred Compensation, Performance Management, Contract Recruitment, Resume Writing, Behavioral Interviewing, Human Resources, Interviews, Temporary Placement, Management, Executive Search, Search, Workforce Planning, Networking, Screening Resumes, Training, Succession Planning, Staffing Services, Hiring, Employee Engagement, Job Fairs, Organizational..., Permanent Placement, Temporary Staffing, Employer Branding, Benefits Administration, Cold Calling, RPO, Recruitment Advertising, Personnel Management, Corporate Recruiting, Job Descriptions, Resume, Employee Training, Job Coaching, HR Policies
Education
Langston University 2001 — 2006
Bachelor's degree
Mike A. Ramirez's Fidelity Investments Experience January 2012 - May 2012
Job Business Analyst Manager at Aperia Solutions, Inc.
Industry Information Technology and Services
Experience
Aperia Solutions, Inc. September 2013 - Present
J.P. Morgan May 2012 - September 2013
Fidelity Investments January 2012 - May 2012
J.P. Morgan April 2011 - December 2011
Penson Financial Services March 2011 - April 2011
MacKay Shields September 2008 - January 2011
CheckFree Investment Services August 2007 - September 2008
Cramer Rosenthal McGlynn October 2004 - July 2007
Ark Asset Management November 2000 - March 2003
Banco de Chile July 1998 - November 2000
Skills
Fixed Income, PMBOK, Equities, Securities, Bloomberg, Derivatives, Microsoft Office, Full SDLC, Financial Services, Trading, Back Office, Management, Business Analysis, SQL, Bonds, Banking, Hedge Funds, Options, Mutual Funds, Corporate Actions, Risk Management, Settlement, Customer Service, Finance, Alternative Investments, Middle Office, Asset Allocation, Emerging Markets, Investments, FX Options, Prime Brokerage, Trading Systems, Electronic Trading, Investment Banking, Requirements Gathering, Account Reconciliation, Global Custody, Fund Accounting, Business Requirements, Foreign Exchange, Investment Advisory, Order Management, DTC, SWIFT payments, Equity Trading, Securities Lending, Collateral Management, Currency, FX trading, Operational Risk
Education
Laguardia Community College 1997 — 2000
Aperia Solutions, Inc. September 2013 - Present
J.P. Morgan May 2012 - September 2013
Fidelity Investments January 2012 - May 2012
J.P. Morgan April 2011 - December 2011
Penson Financial Services March 2011 - April 2011
MacKay Shields September 2008 - January 2011
CheckFree Investment Services August 2007 - September 2008
Cramer Rosenthal McGlynn October 2004 - July 2007
Ark Asset Management November 2000 - March 2003
Banco de Chile July 1998 - November 2000
Skills
Fixed Income, PMBOK, Equities, Securities, Bloomberg, Derivatives, Microsoft Office, Full SDLC, Financial Services, Trading, Back Office, Management, Business Analysis, SQL, Bonds, Banking, Hedge Funds, Options, Mutual Funds, Corporate Actions, Risk Management, Settlement, Customer Service, Finance, Alternative Investments, Middle Office, Asset Allocation, Emerging Markets, Investments, FX Options, Prime Brokerage, Trading Systems, Electronic Trading, Investment Banking, Requirements Gathering, Account Reconciliation, Global Custody, Fund Accounting, Business Requirements, Foreign Exchange, Investment Advisory, Order Management, DTC, SWIFT payments, Equity Trading, Securities Lending, Collateral Management, Currency, FX trading, Operational Risk
Education
Laguardia Community College 1997 — 2000
Ivan R. Isaac's Fidelity Investments Experience May 2015 - Present
Job Hyperion Essbase/Studio Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 2015 - Present
ARRIS November 2014 - May 2015
Hudson Advisors, LLC August 2014 - October 2014
The Financial Information System for California (FI$Cal) April 2014 - June 2014
Printpack February 2014 - April 2014
SunTrust Bank February 2013 - August 2013
Skills
Business Analysis, Banking, SQL, Visio, SDLC, Requirements Analysis, Vendor Management, Requirements Gathering, Software Documentation, Software Project..., User Acceptance Testing, Integration, Access, Business Intelligence, IT Management, Business Process, IT Strategy, ITIL, Process Improvement, Business Process..., Program Management, Project Management, Analysis, Data Analysis, Financial Reporting, Essbase, Hyperion Planning
Education
La Salle University 2009 — 2011
M.S., Info-Tech Leadership
La Salle University 2002 — 2005
B.S., Integrated Science, Buisness and Technology (ISBT)
Fidelity Investments May 2015 - Present
ARRIS November 2014 - May 2015
Hudson Advisors, LLC August 2014 - October 2014
The Financial Information System for California (FI$Cal) April 2014 - June 2014
Printpack February 2014 - April 2014
SunTrust Bank February 2013 - August 2013
Skills
Business Analysis, Banking, SQL, Visio, SDLC, Requirements Analysis, Vendor Management, Requirements Gathering, Software Documentation, Software Project..., User Acceptance Testing, Integration, Access, Business Intelligence, IT Management, Business Process, IT Strategy, ITIL, Process Improvement, Business Process..., Program Management, Project Management, Analysis, Data Analysis, Financial Reporting, Essbase, Hyperion Planning
Education
La Salle University 2009 — 2011
M.S., Info-Tech Leadership
La Salle University 2002 — 2005
B.S., Integrated Science, Buisness and Technology (ISBT)
Denny Jones's Fidelity Investments Experience 2003 - 2005
Job Director: Operational Support and Quality (Medicare Advantage / Medicaid Business Units Across 18 States)
Industry Hospital & Health Care
Experience
Humana 2013 - Present
Humana 2012 - 2013
(Humana Vitality Joint Venture) 2010 - 2012
Humana 2007 - 2010
Humana 2005 - 2007
Fidelity Investments 2003 - 2005
Kemper Insurance 2001 - 2003
General Electric (GE) Capital, Appliance, and Aerospace Divisions 1992 - 2001
Skills
Operational Excellence, Six Sigma, Strategic Planning, Cross-functional Team..., Process Improvement, Leadership, Strategy, Vendor Management, Business Process..., Operations Management, Competitive Analysis, Customer Experience, Product Development, Analytics, Business Development, Healthcare, Project Management, Program Management, Management Consulting, Leadership Development, Analysis, Business Analysis, Data Analysis, Change Management, Business Strategy
Education
Lehigh University 1988 — 1992
Bachelor of Science, Mechanical Engineering
Humana 2013 - Present
Humana 2012 - 2013
(Humana Vitality Joint Venture) 2010 - 2012
Humana 2007 - 2010
Humana 2005 - 2007
Fidelity Investments 2003 - 2005
Kemper Insurance 2001 - 2003
General Electric (GE) Capital, Appliance, and Aerospace Divisions 1992 - 2001
Skills
Operational Excellence, Six Sigma, Strategic Planning, Cross-functional Team..., Process Improvement, Leadership, Strategy, Vendor Management, Business Process..., Operations Management, Competitive Analysis, Customer Experience, Product Development, Analytics, Business Development, Healthcare, Project Management, Program Management, Management Consulting, Leadership Development, Analysis, Business Analysis, Data Analysis, Change Management, Business Strategy
Education
Lehigh University 1988 — 1992
Bachelor of Science, Mechanical Engineering
Greg Gagliano's Fidelity Investments Experience 2004 - Present
Job Vice Presidents at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2004 - Present
Workscape 1999 - 2004
Consolidated Group 1987 - 1998
Education
Lafayette College 1981 — 1985
Fidelity Investments 2004 - Present
Workscape 1999 - 2004
Consolidated Group 1987 - 1998
Education
Lafayette College 1981 — 1985
Greg Brinkmeier's Fidelity Investments Experience 2003 - 2007
Job Project/Program Manager at National Express Corporation
Industry Consumer Services
Experience
National Express Corporation January 2015 - Present
Sears Holdings Corporation 2010 - December 2014
Sears Holdings 2007 - 2010
Fidelity Investments 2003 - 2007
Motorola, Inc 1998 - 2003
Motorola Inc 1981 - 1998
Skills
Business Process..., Manufacturing..., Project Management, Cross-functional Team..., Operations Management, Process Improvement, Lean Manufacturing, Continuous Improvement, Distribution Center..., DC Operations, Project Planning, PMP, Process Engineering, Business Process, Strategic Sourcing, Procurement, Team Leadership, Management, Process Simulation, Vendor Management, Supply Chain..., Analysis, Manufacturing..., Supply Chain Management, Manufacturing, Start-ups, Program Management, Leadership, Business Process..., Product Management, Six Sigma, Strategic Planning, Product Development, P&L Management, Supply Chain, Quality Assurance, Logistics, Forecasting, Change Management, MS Project, Inventory Management, Team Building, Quality Management, Operational Excellence
Education
Purdue University 2015 — 2015
Lean Six Sigma Green Belt
The George Washington University 2001 — 2002
Project Management Institute (PMI) Certification
Lake Forest Graduate School of Management 1997 — 1998
Master's Degree, Business Administration and Management, General
Motorola
Six Sigma Green Belt
University of Illinois at Urbana-Champaign
Bachelor's Degree, Industrial Engineering
National Express Corporation January 2015 - Present
Sears Holdings Corporation 2010 - December 2014
Sears Holdings 2007 - 2010
Fidelity Investments 2003 - 2007
Motorola, Inc 1998 - 2003
Motorola Inc 1981 - 1998
Skills
Business Process..., Manufacturing..., Project Management, Cross-functional Team..., Operations Management, Process Improvement, Lean Manufacturing, Continuous Improvement, Distribution Center..., DC Operations, Project Planning, PMP, Process Engineering, Business Process, Strategic Sourcing, Procurement, Team Leadership, Management, Process Simulation, Vendor Management, Supply Chain..., Analysis, Manufacturing..., Supply Chain Management, Manufacturing, Start-ups, Program Management, Leadership, Business Process..., Product Management, Six Sigma, Strategic Planning, Product Development, P&L Management, Supply Chain, Quality Assurance, Logistics, Forecasting, Change Management, MS Project, Inventory Management, Team Building, Quality Management, Operational Excellence
Education
Purdue University 2015 — 2015
Lean Six Sigma Green Belt
The George Washington University 2001 — 2002
Project Management Institute (PMI) Certification
Lake Forest Graduate School of Management 1997 — 1998
Master's Degree, Business Administration and Management, General
Motorola
Six Sigma Green Belt
University of Illinois at Urbana-Champaign
Bachelor's Degree, Industrial Engineering
Madhavi Medapati's Fidelity Investments Experience August 2008 - Present
Job Principal Domain Analyst at Blue Cross and Blue Shield of North Carolina
Industry Financial Services
Experience
Blue Cross and Blue Shield of North Carolina September 2014 - Present
Fidelity Investments August 2008 - Present
Capital One March 2008 - August 2008
JSMN International Inc December 2005 - March 2008
Lamar University October 2003 - July 2005
Skills
SDLC, Program Management, Software Project..., Requirements Analysis, Agile Methodologies, Requirements Gathering
Education
Lamar University
Master's degree, Engineering
University of Madras
Bachelor of Engineering (B.E.)
Blue Cross and Blue Shield of North Carolina September 2014 - Present
Fidelity Investments August 2008 - Present
Capital One March 2008 - August 2008
JSMN International Inc December 2005 - March 2008
Lamar University October 2003 - July 2005
Skills
SDLC, Program Management, Software Project..., Requirements Analysis, Agile Methodologies, Requirements Gathering
Education
Lamar University
Master's degree, Engineering
University of Madras
Bachelor of Engineering (B.E.)
Ken Cundari's Fidelity Investments Experience September 2006 - February 2008
Job Business Transformation Executive / Strategic Program Shaper / Business Architect / Change Engineer
Industry Information Technology and Services
Experience
ServiceNow - The Enterprise Cloud Company June 2014 - August 2015
Software AG January 2013 - May 2014
Software AG July 2010 - December 2012
Knowtoable February 2008 - June 2010
Pitney Bowes June 2008 - February 2009
Fidelity Investments September 2006 - February 2008
Accenture June 1997 - September 2006
Arcadis March 1993 - June 1997
Malcolm Pirnie, now Arcadis July 1984 - February 1993
Skills
Strategy, Business Process..., Program Management, Enterprise Software, Solution Architecture, Business Intelligence, Business Process, Professional Services, Business Transformation, Cross-functional Team..., Integration, Management, Consulting, Leadership, CRM, Management Consulting, Operations Management, Project Management, Enterprise Architecture, Go-to-market Strategy, IT Strategy, Competitive Analysis, Outsourcing, Strategic Planning, Organizational Design, Business Planning, Cloud Computing, Training, Troubleshooting, Team Building, Knowledge Management, Business Process..., Thought Leadership, Governance, SaaS, Pre-sales, Solution Selling
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
Master of Business Administration (M.B.A.), Finance
University of North Carolina at Chapel Hill 1982 — 1984
MS, Environmental Engineering
Lafayette College 1978 — 1982
BS w Honors, Civil Engineering
ServiceNow - The Enterprise Cloud Company June 2014 - August 2015
Software AG January 2013 - May 2014
Software AG July 2010 - December 2012
Knowtoable February 2008 - June 2010
Pitney Bowes June 2008 - February 2009
Fidelity Investments September 2006 - February 2008
Accenture June 1997 - September 2006
Arcadis March 1993 - June 1997
Malcolm Pirnie, now Arcadis July 1984 - February 1993
Skills
Strategy, Business Process..., Program Management, Enterprise Software, Solution Architecture, Business Intelligence, Business Process, Professional Services, Business Transformation, Cross-functional Team..., Integration, Management, Consulting, Leadership, CRM, Management Consulting, Operations Management, Project Management, Enterprise Architecture, Go-to-market Strategy, IT Strategy, Competitive Analysis, Outsourcing, Strategic Planning, Organizational Design, Business Planning, Cloud Computing, Training, Troubleshooting, Team Building, Knowledge Management, Business Process..., Thought Leadership, Governance, SaaS, Pre-sales, Solution Selling
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
Master of Business Administration (M.B.A.), Finance
University of North Carolina at Chapel Hill 1982 — 1984
MS, Environmental Engineering
Lafayette College 1978 — 1982
BS w Honors, Civil Engineering
Seth McGovern's Fidelity Investments Experience June 1996 - December 1996
Job Senior Technology Executive and Entrepreneur
Industry Information Technology and Services
Experience
Mi-Jack Products May 2014 - October 2014
Mi-Jack Systems and Technology, LLC. - MJST May 2014 - October 2014
John G. Shedd Aquarium May 2013 - October 2013
International Code Council November 2011 - December 2012
Wingate Consulting March 2003 - December 2011
SleepMed July 1999 - August 2003
Century Electronics Manufacturing Inc October 1997 - July 1999
Centennial Technologies Inc. January 1997 - October 1997
Fidelity Investments June 1996 - December 1996
Pagg Corporation March 1995 - June 1996
Skills
Strategic Planning, Troubleshooting, Coaching, Team Building, Healthcare, Public Speaking, Small Business, Training, Program Management, Team Leadership, Leadership, Strategy, Management
Education
Landmark Education
Mi-Jack Products May 2014 - October 2014
Mi-Jack Systems and Technology, LLC. - MJST May 2014 - October 2014
John G. Shedd Aquarium May 2013 - October 2013
International Code Council November 2011 - December 2012
Wingate Consulting March 2003 - December 2011
SleepMed July 1999 - August 2003
Century Electronics Manufacturing Inc October 1997 - July 1999
Centennial Technologies Inc. January 1997 - October 1997
Fidelity Investments June 1996 - December 1996
Pagg Corporation March 1995 - June 1996
Skills
Strategic Planning, Troubleshooting, Coaching, Team Building, Healthcare, Public Speaking, Small Business, Training, Program Management, Team Leadership, Leadership, Strategy, Management
Education
Landmark Education
Rachel Reissfelder's Fidelity Investments Experience September 2008 - Present
Job Director of Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2008 - Present
First Marblehead May 2007 - September 2008
Fidelity Investments December 2001 - May 2007
Skills
Financial Modeling, Essbase, Financial Analysis, Financial Reporting, Financial Services, Process Improvement, Mutual Funds, Corporate Finance, Business Analysis, Hyperion Enterprise, Strategic Financial..., Analytics, Finance, Budgets
Education
Simmons College - Simmons School of Management 2003 — 2006
MBA
Lehigh University 1997 — 2001
Bachelor of Science (BS), Finance, General
Fidelity Investments September 2008 - Present
First Marblehead May 2007 - September 2008
Fidelity Investments December 2001 - May 2007
Skills
Financial Modeling, Essbase, Financial Analysis, Financial Reporting, Financial Services, Process Improvement, Mutual Funds, Corporate Finance, Business Analysis, Hyperion Enterprise, Strategic Financial..., Analytics, Finance, Budgets
Education
Simmons College - Simmons School of Management 2003 — 2006
MBA
Lehigh University 1997 — 2001
Bachelor of Science (BS), Finance, General
Jeff Shoneman's Fidelity Investments Experience June 2007 - January 2009
Job Helping Clients Reach Their Goals as Vice President of Product at PMA
Industry Information Technology and Services
Experience
Project Management Associates, Inc. February 2010 - Present
Salary.com January 2009 - February 2010
Fidelity Investments June 2007 - January 2009
Fidelity Investments March 2005 - June 2007
Lawson Software 1998 - 2005
Uxbridge High School - Uxbridge, MA 1995 - 1997
Skills
Integration, Business Process..., IT Strategy, XML, Databases, SQL, Microsoft SQL Server, Management, Team Leadership, JavaScript, Analysis, Training, Talent Management, Product Development, HTML, Architecture, Strategic Planning, SaaS, Enterprise Software, Resource Management, CRM
Education
Lehigh University 1992 — 1994
MS, Chemistry
Lehigh University 1988 — 1992
BS, Chemistry
Project Management Associates, Inc. February 2010 - Present
Salary.com January 2009 - February 2010
Fidelity Investments June 2007 - January 2009
Fidelity Investments March 2005 - June 2007
Lawson Software 1998 - 2005
Uxbridge High School - Uxbridge, MA 1995 - 1997
Skills
Integration, Business Process..., IT Strategy, XML, Databases, SQL, Microsoft SQL Server, Management, Team Leadership, JavaScript, Analysis, Training, Talent Management, Product Development, HTML, Architecture, Strategic Planning, SaaS, Enterprise Software, Resource Management, CRM
Education
Lehigh University 1992 — 1994
MS, Chemistry
Lehigh University 1988 — 1992
BS, Chemistry
Emmett Stewart's Fidelity Investments Experience December 2013 - April 2014
Job Specialist, Branch Client Service Operations at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Tier 3 Capital September 2014 - June 2015
Fidelity Investments December 2013 - April 2014
Fidelity Investments October 2012 - November 2013
Fidelity Investments October 2008 - October 2012
Education
Lafayette College 2004 — 2008
BA, Economics & Business, Music
Charles Schwab June 2015 - Present
Tier 3 Capital September 2014 - June 2015
Fidelity Investments December 2013 - April 2014
Fidelity Investments October 2012 - November 2013
Fidelity Investments October 2008 - October 2012
Education
Lafayette College 2004 — 2008
BA, Economics & Business, Music
Virginia (Ginny) Westmiller, MBA, CPP's Fidelity Investments Experience May 2006 - June 2008
Job Payroll Manager at One Blood, Inc.
Industry Nonprofit Organization Management
Experience
One Blood, Inc May 2014 - Present
INC Research September 2013 - May 2014
Cree May 2010 - September 2013
Northa Carolina American Payroll Association 2004 - 2013
American Payroll Association 2008 - 2012
Siemens Global Shared Services --North America December 2008 - May 2010
Fidelity Investments May 2006 - June 2008
Fidelity Investments May 2005 - May 2006
Ceridian May 2004 - May 2005
SUNY UPSTATE MEDICAL UNIVERSITY January 1997 - June 2004
Skills
Payroll, Risk Management, MBA Finance, HRIS, PeopleSoft, Operations Management, Human Resources, Deferred Compensation, Employee Benefits, Process Improvement, Customer Service, Leadership, Management, Auditing, Finance, Policy, Training
Education
Le Moyne College 1996 — 1998
MBA, Business Administration
Le Moyne College 1986 — 1988
BS, Accounting
One Blood, Inc May 2014 - Present
INC Research September 2013 - May 2014
Cree May 2010 - September 2013
Northa Carolina American Payroll Association 2004 - 2013
American Payroll Association 2008 - 2012
Siemens Global Shared Services --North America December 2008 - May 2010
Fidelity Investments May 2006 - June 2008
Fidelity Investments May 2005 - May 2006
Ceridian May 2004 - May 2005
SUNY UPSTATE MEDICAL UNIVERSITY January 1997 - June 2004
Skills
Payroll, Risk Management, MBA Finance, HRIS, PeopleSoft, Operations Management, Human Resources, Deferred Compensation, Employee Benefits, Process Improvement, Customer Service, Leadership, Management, Auditing, Finance, Policy, Training
Education
Le Moyne College 1996 — 1998
MBA, Business Administration
Le Moyne College 1986 — 1988
BS, Accounting
Karen Kroon-Harris's Fidelity Investments Experience 1985 - 1987
Job Manager, Brokerage Solutions Group at Northern Trust Wealth Management
Industry Education Management
Experience
Northern Trust Wealth Management June 2015 - Present
Northern Trust Corporation January 2014 - June 2015
College Nannies & Tutors December 2012 - January 2014
Glen Ellyn School District 41 August 2009 - January 2014
Cooperative Association for Special Education June 2013 - August 2013
District 41 August 2006 - June 2009
Kemper Financial, Scudder Kemper Investments, DWS Investments 1987 - 2000
Fidelity Investments 1985 - 1987
Skills
Staff Development, Elementary Education, Special Education, Smartboard, Tutoring, Middle School, Lesson Planning, Teaching, Differentiated..., Literacy, Classroom Management, K-12, Classroom, Training, Instructional Design, Educational Leadership, Teacher Training, Learning Disabilities, Curriculum Development, Nonprofits, Educational Technology, Public Speaking, Curriculum Design, Customer Service, Community Outreach, Coaching, Sales Operations, Relationship Management, Language Arts, Child Development, Customer Retention, Adolescents, Interventions, RTI, Student Affairs, Adult Education, Operations Management, E-Learning, Career Counseling, Sales Management, Program Development, Developmental..., Leadership, Management, Sales, Strategic Planning, Microsoft Office
Education
National-Louis University 2009 — 2012
MAT/Masters of Art in Teaching, Special Education, Pre-K-20
Lake Forest College 1981 — 1985
BA, Psych
Silver Lake Regional High School
Northern Trust Wealth Management June 2015 - Present
Northern Trust Corporation January 2014 - June 2015
College Nannies & Tutors December 2012 - January 2014
Glen Ellyn School District 41 August 2009 - January 2014
Cooperative Association for Special Education June 2013 - August 2013
District 41 August 2006 - June 2009
Kemper Financial, Scudder Kemper Investments, DWS Investments 1987 - 2000
Fidelity Investments 1985 - 1987
Skills
Staff Development, Elementary Education, Special Education, Smartboard, Tutoring, Middle School, Lesson Planning, Teaching, Differentiated..., Literacy, Classroom Management, K-12, Classroom, Training, Instructional Design, Educational Leadership, Teacher Training, Learning Disabilities, Curriculum Development, Nonprofits, Educational Technology, Public Speaking, Curriculum Design, Customer Service, Community Outreach, Coaching, Sales Operations, Relationship Management, Language Arts, Child Development, Customer Retention, Adolescents, Interventions, RTI, Student Affairs, Adult Education, Operations Management, E-Learning, Career Counseling, Sales Management, Program Development, Developmental..., Leadership, Management, Sales, Strategic Planning, Microsoft Office
Education
National-Louis University 2009 — 2012
MAT/Masters of Art in Teaching, Special Education, Pre-K-20
Lake Forest College 1981 — 1985
BA, Psych
Silver Lake Regional High School
Nicole Reginelli's Fidelity Investments Experience January 2014 - Present
Job Public Affairs at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Skills
Corporate Communications, Strategic Communications, Internal Communications, Public Relations, Marketing, Event Management, Newsletters, Marketing Communications, Event Planning, Fundraising, Press Releases, Leadership, Program Management, Strategic Planning, Public Speaking, Customer Service, Project Management, Management, Vendor Management, Community Outreach, Nonprofits, Process Improvement
Education
Le Moyne College
Business Administration: Concentration MIS & Finance
Le Moyne College
Fidelity Investments January 2014 - Present
Skills
Corporate Communications, Strategic Communications, Internal Communications, Public Relations, Marketing, Event Management, Newsletters, Marketing Communications, Event Planning, Fundraising, Press Releases, Leadership, Program Management, Strategic Planning, Public Speaking, Customer Service, Project Management, Management, Vendor Management, Community Outreach, Nonprofits, Process Improvement
Education
Le Moyne College
Business Administration: Concentration MIS & Finance
Le Moyne College
Jennifer Maglio's Fidelity Investments Experience September 2013 - Present
Job Senior Analyst at Fidelity Investments
Industry Security and Investigations
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments August 2006 - September 2013
Fidelity Investments February 2006 - June 2006
Fidelity Investments September 2005 - January 2006
Skills
Background Checks, Due Diligence, Financial Risk, Microsoft Office, Process Improvement, Risk Management, Analysis
Education
Lakes Region Community College
Associate of Arts and Sciences (A.A.S.)
Fidelity Investments September 2013 - Present
Fidelity Investments August 2006 - September 2013
Fidelity Investments February 2006 - June 2006
Fidelity Investments September 2005 - January 2006
Skills
Background Checks, Due Diligence, Financial Risk, Microsoft Office, Process Improvement, Risk Management, Analysis
Education
Lakes Region Community College
Associate of Arts and Sciences (A.A.S.)
Spencer Balboni's Fidelity Investments Experience August 2014 - Present
Job Equity Trader at Pyramis Global Advisors
Industry Investment Management
Experience
Fidelity Investments August 2014 - Present
Pyramis Global Advisors January 2013 - August 2014
Pyramis Global Advisors May 2008 - December 2012
Fidelity Investments July 2005 - May 2008
Skills
Equities, Settlement, Alternative Investments, Mutual Funds, Trading, Securities, Foreign Exchange, Bloomberg, Hedge Funds, Fixed Income
Education
Lehigh University 2000 — 2004
Bachelor of Arts, Economics and International Relations
Noble and Greenough 1997 — 2000
Fidelity Investments August 2014 - Present
Pyramis Global Advisors January 2013 - August 2014
Pyramis Global Advisors May 2008 - December 2012
Fidelity Investments July 2005 - May 2008
Skills
Equities, Settlement, Alternative Investments, Mutual Funds, Trading, Securities, Foreign Exchange, Bloomberg, Hedge Funds, Fixed Income
Education
Lehigh University 2000 — 2004
Bachelor of Arts, Economics and International Relations
Noble and Greenough 1997 — 2000
Leonardo Cabrera's Fidelity Investments Experience September 2015 - Present
Job Systems Services & Support Analyst
Industry Information Technology and Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments June 2014 - August 2015
Fidelity Investments February 2013 - June 2014
Credit Suisse December 2012 - February 2013
NVIDIA September 2012 - December 2012
Hewlett-Packard May 2012 - September 2012
Dell June 2008 - April 2012
Citi 2010 - 2012
AlliedBarton Security Services October 2006 - July 2011
Interface Computer Communications, Inc. November 2007 - April 2009
Skills
Active Directory, Servers, Troubleshooting, Windows 7, Windows Server, VPN, Software Installation, Networking, VMware, Computer Hardware, XP, Network Administration, DHCP, TCP/IP, Help Desk Support, Operating Systems, Windows, Routers, Switches, SharePoint, Mac OS, Windows & Mac operating..., Windows XP, Printers
Education
WakeTech Community College
AAS, Computer Engineering
LaGuardia Community College 2010 — 2011
Associate's degree, Computer Science
Anthem Institute 2006 — 2007
Certification, Network
Fidelity Investments September 2015 - Present
Fidelity Investments June 2014 - August 2015
Fidelity Investments February 2013 - June 2014
Credit Suisse December 2012 - February 2013
NVIDIA September 2012 - December 2012
Hewlett-Packard May 2012 - September 2012
Dell June 2008 - April 2012
Citi 2010 - 2012
AlliedBarton Security Services October 2006 - July 2011
Interface Computer Communications, Inc. November 2007 - April 2009
Skills
Active Directory, Servers, Troubleshooting, Windows 7, Windows Server, VPN, Software Installation, Networking, VMware, Computer Hardware, XP, Network Administration, DHCP, TCP/IP, Help Desk Support, Operating Systems, Windows, Routers, Switches, SharePoint, Mac OS, Windows & Mac operating..., Windows XP, Printers
Education
WakeTech Community College
AAS, Computer Engineering
LaGuardia Community College 2010 — 2011
Associate's degree, Computer Science
Anthem Institute 2006 — 2007
Certification, Network
Dan Igo's Fidelity Investments Experience April 2014 - Present
Job Director, Asset Management Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Foreside Financial Group, LLC June 2013 - April 2014
Citi Fund Services 2004 - May 2013
Skills
Asset Management, Funding, Hedge Funds, Mutual Funds, Alternative Investments
Education
La Salle University 1989 — 1993
BA, Inter'l Economics
Fidelity Investments April 2014 - Present
Foreside Financial Group, LLC June 2013 - April 2014
Citi Fund Services 2004 - May 2013
Skills
Asset Management, Funding, Hedge Funds, Mutual Funds, Alternative Investments
Education
La Salle University 1989 — 1993
BA, Inter'l Economics
Terry Matthews's Fidelity Investments Experience January 2005 - Present
Job Sr Programmer/Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2005 - Present
Fidelity Investments January 2000 - January 2005
Fidelity Investments January 1995 - January 2005
Fidelity Investments November 1985 - January 1995
Skills
Asset Management, Software Development, Financial Analysis, Computer Systems..., Master Data Management
Education
Le Moyne College 1974 — 1978
Bachelor of Science (B.S.), Accounting and Computer Science
Fidelity Investments January 2005 - Present
Fidelity Investments January 2000 - January 2005
Fidelity Investments January 1995 - January 2005
Fidelity Investments November 1985 - January 1995
Skills
Asset Management, Software Development, Financial Analysis, Computer Systems..., Master Data Management
Education
Le Moyne College 1974 — 1978
Bachelor of Science (B.S.), Accounting and Computer Science
Paula Lawson's Fidelity Investments Experience June 2013 - Present
Job at Fidlelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2013 - Present
Kaiser Permanente April 2010 - June 2013
NOVELIS CORPORATION January 2007 - April 2010
Kaiser Permanente 2006 - 2007
Kaiser Permanente 2005 - 2006
Kaiser Permanente 2003 - 2005
Kaiser Permanente January 2001 - January 2003
Skills
Lotus Notes, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Human Resources, Administrative..., Budgets, Leadership, Outlook, Training, Visio, Healthcare
Education
Ursuline College 2008 — 2011
B.S., Health Care Informatics
Lakeland Community College 1992 — 1996
A.A, Graphic Design
Fidelity Investments June 2013 - Present
Kaiser Permanente April 2010 - June 2013
NOVELIS CORPORATION January 2007 - April 2010
Kaiser Permanente 2006 - 2007
Kaiser Permanente 2005 - 2006
Kaiser Permanente 2003 - 2005
Kaiser Permanente January 2001 - January 2003
Skills
Lotus Notes, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Human Resources, Administrative..., Budgets, Leadership, Outlook, Training, Visio, Healthcare
Education
Ursuline College 2008 — 2011
B.S., Health Care Informatics
Lakeland Community College 1992 — 1996
A.A, Graphic Design
Suze Berthold's Fidelity Investments Experience February 1994 - June 1995
Job QA Reviewer at DePuy Orthopaedics
Industry Computer Software
Experience
DePuy Orthopaedics April 2015 - Present
IBM June 2009 - July 2013
IBM April 1999 - June 2009
Lotus Development July 1994 - April 1999
Fidelity Investments February 1994 - June 1995
Phoenix Technologies 1989 - 1994
Skills
Testing, Project Management, Lotus Domino, Software Development, Agile Methodologies, Integration, Software Project..., Databases, Cloud Computing, Quality Assurance, Scrum, Troubleshooting, Software Documentation, Windows, Requirements Analysis, ClearCase, Program Management, social software, collaborative messaging, WebSphere Portal, Bug tracking, Cloud-based, Social Software, Bug Tracking, Enterprise Software, Software Quality..., Test Planning
Education
Northeastern University 1983 — 1989
BS, Computer Engineering
Laboure College
Health Information, HealthCare
DePuy Orthopaedics April 2015 - Present
IBM June 2009 - July 2013
IBM April 1999 - June 2009
Lotus Development July 1994 - April 1999
Fidelity Investments February 1994 - June 1995
Phoenix Technologies 1989 - 1994
Skills
Testing, Project Management, Lotus Domino, Software Development, Agile Methodologies, Integration, Software Project..., Databases, Cloud Computing, Quality Assurance, Scrum, Troubleshooting, Software Documentation, Windows, Requirements Analysis, ClearCase, Program Management, social software, collaborative messaging, WebSphere Portal, Bug tracking, Cloud-based, Social Software, Bug Tracking, Enterprise Software, Software Quality..., Test Planning
Education
Northeastern University 1983 — 1989
BS, Computer Engineering
Laboure College
Health Information, HealthCare
Gani Babatunde Laguda, MBA's Fidelity Investments Experience May 2008 - January 2011
Job Business Development, Sales Management
Industry Insurance
Experience
GEICO October 2014 - Present
DAVISTHER BROKERS LIMITED June 2011 - May 2014
Fidelity Investments May 2008 - January 2011
DAVISTHER BROKERS LIMITED June 2003 - May 2006
Skills
Financial Advisory, Investments, Financial Modeling, Mutual Funds, Asset Allocation, Alternative Investments, Wealth Management, Financial Analysis, Retirement Planning, Risk Management, Insurance, Investment Portfolio..., Speech Writing, Customer Service, Rebalancing, Strategic Leadership, Relationship Management, Business, Strategy, Leadership, Business Analysis, Management, Business Process..., Business Development, Retirement
Education
The University of Texas at Arlington - College of Business Administration 2008 — 2010
MBA, Business Administration and Management, General
UNAD 1999 — 2003
Bachelors, Economics
Lagos State University 1998 — 2000
Diploma, Industrial Relations & Personnel Management
GEICO October 2014 - Present
DAVISTHER BROKERS LIMITED June 2011 - May 2014
Fidelity Investments May 2008 - January 2011
DAVISTHER BROKERS LIMITED June 2003 - May 2006
Skills
Financial Advisory, Investments, Financial Modeling, Mutual Funds, Asset Allocation, Alternative Investments, Wealth Management, Financial Analysis, Retirement Planning, Risk Management, Insurance, Investment Portfolio..., Speech Writing, Customer Service, Rebalancing, Strategic Leadership, Relationship Management, Business, Strategy, Leadership, Business Analysis, Management, Business Process..., Business Development, Retirement
Education
The University of Texas at Arlington - College of Business Administration 2008 — 2010
MBA, Business Administration and Management, General
UNAD 1999 — 2003
Bachelors, Economics
Lagos State University 1998 — 2000
Diploma, Industrial Relations & Personnel Management
Glenn Kirschner's Fidelity Investments Experience July 2005 - Present
Job Sr computer Analyst at Fidelity Investments
Industry Computer Networking
Experience
Fidelity Investments July 2005 - Present
jmfamily 2001 - Present
jmfamily 2001 - Present
jmo 1998 - 2001
gold horizons 1998 - 2001
Salomon Smith Barney February 1989 - November 2000
Education
LaGuardia Community College 1976 — 1980
computer science
Fidelity Investments July 2005 - Present
jmfamily 2001 - Present
jmfamily 2001 - Present
jmo 1998 - 2001
gold horizons 1998 - 2001
Salomon Smith Barney February 1989 - November 2000
Education
LaGuardia Community College 1976 — 1980
computer science
Victor Ogunjinmi, MBA's Fidelity Investments Experience February 2014 - Present
Job System Analyst Data Center at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments June 2012 - February 2014
Fidelity Investments August 2011 - June 2012
Fidelity Investments June 2008 - August 2011
Dish Network September 2006 - May 2008
Skills
Cisco Technologies, Visio, ITIL, Disaster Recovery, IT Management, Network Design, Network Engineering, Network Administration, IT Operations, System Deployment, Virtualization, Enterprise Architecture, System Administration, Integration, Team Leadership, Unix, VMware, WAN
Education
North Carolina Central University 2008 — 2011
MBA, MBA/MIS
Strayer University 2007 — 2008
MIS, Network Management
Ladoke Akintola University of Technology 1999 — 2005
B.tech, Electrical and electronics engr.
Fidelity Investments February 2014 - Present
Fidelity Investments June 2012 - February 2014
Fidelity Investments August 2011 - June 2012
Fidelity Investments June 2008 - August 2011
Dish Network September 2006 - May 2008
Skills
Cisco Technologies, Visio, ITIL, Disaster Recovery, IT Management, Network Design, Network Engineering, Network Administration, IT Operations, System Deployment, Virtualization, Enterprise Architecture, System Administration, Integration, Team Leadership, Unix, VMware, WAN
Education
North Carolina Central University 2008 — 2011
MBA, MBA/MIS
Strayer University 2007 — 2008
MIS, Network Management
Ladoke Akintola University of Technology 1999 — 2005
B.tech, Electrical and electronics engr.
William Kip Weese's Fidelity Investments Experience January 1996 - January 2001
Job Director Advisory Sales / Marketing at Ross Sinclaire & Associates LLC
Industry Financial Services
Experience
Ross Sinclaire & Associates LLC November 2013 - Present
Institutional Manager Resource LLC August 2011 - June 2014
Envestnet Asset Management 2005 - August 2011
AllianceBernstein January 2004 - January 2005
Natixis North America January 1999 - January 2004
Fidelity Investments January 1996 - January 2001
Skills
Asset Management, Series 7, ETFs, Securities, Asset Allocation, Financial Services, Asset Managment, Series 63, Mutual Funds, Wealth Management, Investments, Alternative Investments, Separately Managed..., FINRA, Asset Manager Consulting, RIA Platform Consulting, Investment Advisory, Hedge Funds, Portfolio Management, Equities, Investment Management, Project Coordination, New Business Development, Structured Products, Private Equity, Municipal Bonds, Investment Banking, Acquisitions, Mergers & Acquisitions
Education
University of Maine 1992 — 1994
BA English Edu
Le Moyne College 1991 — 1992
Ross Sinclaire & Associates LLC November 2013 - Present
Institutional Manager Resource LLC August 2011 - June 2014
Envestnet Asset Management 2005 - August 2011
AllianceBernstein January 2004 - January 2005
Natixis North America January 1999 - January 2004
Fidelity Investments January 1996 - January 2001
Skills
Asset Management, Series 7, ETFs, Securities, Asset Allocation, Financial Services, Asset Managment, Series 63, Mutual Funds, Wealth Management, Investments, Alternative Investments, Separately Managed..., FINRA, Asset Manager Consulting, RIA Platform Consulting, Investment Advisory, Hedge Funds, Portfolio Management, Equities, Investment Management, Project Coordination, New Business Development, Structured Products, Private Equity, Municipal Bonds, Investment Banking, Acquisitions, Mergers & Acquisitions
Education
University of Maine 1992 — 1994
BA English Edu
Le Moyne College 1991 — 1992
Pat Betley's Fidelity Investments Experience April 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments September 2011 - March 2014
ING Financial Partners March 2011 - September 2011
ING Financial Partners November 2008 - September 2011
Skills
Asset Managment, Investments, Series 7, Retirement Planning, Mutual Funds, Financial Advisory, Finance, Asset Management, Insurance, Financial Planners, Wealth Management, 401k, Asset Allocation, IRAs, Investment Advisory, Retirement, Uniform Combined State..., Strategic Financial..., Series 63
Education
Lafayette College 2002 — 2006
Fidelity Investments April 2014 - Present
Fidelity Investments September 2011 - March 2014
ING Financial Partners March 2011 - September 2011
ING Financial Partners November 2008 - September 2011
Skills
Asset Managment, Investments, Series 7, Retirement Planning, Mutual Funds, Financial Advisory, Finance, Asset Management, Insurance, Financial Planners, Wealth Management, 401k, Asset Allocation, IRAs, Investment Advisory, Retirement, Uniform Combined State..., Strategic Financial..., Series 63
Education
Lafayette College 2002 — 2006
Ariana Gardianos's Fidelity Investments Experience July 2011 - June 2013
Job Assistant Vice President at Bank of America
Industry Financial Services
Experience
Bank of America July 2013 - Present
Fidelity Investments July 2011 - June 2013
Morgan Stanley April 2006 - June 2011
New York Board of Trade September 2004 - April 2006
Education
Lehigh University 2003 — 2004
M.S., Management Science
Lehigh University 1999 — 2003
B.S., Industrial Engineering
Bank of America July 2013 - Present
Fidelity Investments July 2011 - June 2013
Morgan Stanley April 2006 - June 2011
New York Board of Trade September 2004 - April 2006
Education
Lehigh University 2003 — 2004
M.S., Management Science
Lehigh University 1999 — 2003
B.S., Industrial Engineering
David Kartzman's Fidelity Investments Experience 1996 - 1998
Job Systems Engineer at Compuware Corporation
Industry Computer Software
Experience
Compuware Corporation July 1998 - Present
Broadway & Seymour 1985 - July 1998
Fidelity Investments 1996 - 1998
Collins & Aikman 1979 - 1985
Skills
Enterprise Software, DB2, Virtualization, z/OS, Pre-sales, ISPF, Requirements Analysis, Operating Systems, SaaS, Software Development, Application Performance..., MVS, Disaster Recovery, JCL, Business Intelligence, Cloud Computing, Integration, SDLC, Mainframe, IT Service Management, SOA, Data Warehousing, Enterprise Architecture, Solution Architecture, Unix, TSO, Databases, COBOL, Agile Methodologies, Professional Services, IBM Mainframe, ITIL, CICS, VSAM, Testing, Software Project..., Data Center, Fileaid, REXX, SQL, SharePoint
Education
Lehigh University 1968 — 1972
B.S., Chemistry
Compuware Corporation July 1998 - Present
Broadway & Seymour 1985 - July 1998
Fidelity Investments 1996 - 1998
Collins & Aikman 1979 - 1985
Skills
Enterprise Software, DB2, Virtualization, z/OS, Pre-sales, ISPF, Requirements Analysis, Operating Systems, SaaS, Software Development, Application Performance..., MVS, Disaster Recovery, JCL, Business Intelligence, Cloud Computing, Integration, SDLC, Mainframe, IT Service Management, SOA, Data Warehousing, Enterprise Architecture, Solution Architecture, Unix, TSO, Databases, COBOL, Agile Methodologies, Professional Services, IBM Mainframe, ITIL, CICS, VSAM, Testing, Software Project..., Data Center, Fileaid, REXX, SQL, SharePoint
Education
Lehigh University 1968 — 1972
B.S., Chemistry
Russell Kelley's Fidelity Investments Experience April 2007 - April 2008
Job Vice President / Senior Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management May 2014 - Present
Royal Investment Advisors, LLC May 2009 - August 2012
Fidelity Investments April 2007 - April 2008
The Ayco Company, L.P. February 1984 - December 2005
Skills
Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Investments, Wealth Management..., Relationship Management, ETFs, Retirement, Business Development, Alternative Investments, Financial Services, Strategic Financial..., Estate Planning, Investment Management, Portfolio Management, Asset Management, Leadership, Financial Planning
Education
Le Moyne College
BS, Industrial/Labor Relations
Shenendehowa High School
High School
BNY Mellon Wealth Management May 2014 - Present
Royal Investment Advisors, LLC May 2009 - August 2012
Fidelity Investments April 2007 - April 2008
The Ayco Company, L.P. February 1984 - December 2005
Skills
Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Investments, Wealth Management..., Relationship Management, ETFs, Retirement, Business Development, Alternative Investments, Financial Services, Strategic Financial..., Estate Planning, Investment Management, Portfolio Management, Asset Management, Leadership, Financial Planning
Education
Le Moyne College
BS, Industrial/Labor Relations
Shenendehowa High School
High School
Melissa Montalvo's Fidelity Investments Experience September 2013 - Present
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Young Life October 2010 - Present
Fidelity Investments December 2011 - September 2013
Fidelity Investments June 2010 - December 2011
Perella Weinberg Partners August 2008 - December 2010
Cushman & Wakefield June 2006 - August 2006
Studley January 2006 - January 2006
Skills
Fixed Income, Equities, Trading, Trading Systems, Bloomberg, Risk Management, Securities, Fund Of Funds, Structured Products, Hedge Funds, Accounting, Customer Satisfaction, Customer Service, Outbound Marketing, Personal Financial..., Interpersonal..., Portfolio Management, Mutual Funds, Derivatives
Education
Lehigh University 2004 — 2008
BS in Business and Economics, Finance and Real Estate
Fidelity Investments September 2013 - Present
Young Life October 2010 - Present
Fidelity Investments December 2011 - September 2013
Fidelity Investments June 2010 - December 2011
Perella Weinberg Partners August 2008 - December 2010
Cushman & Wakefield June 2006 - August 2006
Studley January 2006 - January 2006
Skills
Fixed Income, Equities, Trading, Trading Systems, Bloomberg, Risk Management, Securities, Fund Of Funds, Structured Products, Hedge Funds, Accounting, Customer Satisfaction, Customer Service, Outbound Marketing, Personal Financial..., Interpersonal..., Portfolio Management, Mutual Funds, Derivatives
Education
Lehigh University 2004 — 2008
BS in Business and Economics, Finance and Real Estate
Richard Morford's Fidelity Investments Experience 1999 - 2002
Job Vice President @ Moore & Morford, Inc.
Industry Construction
Experience
Moore & Morford, Inc. June 2002 - Present
Fidelity Investments 1999 - 2002
DiSalvo Ericson Group 1997 - 1999
Quick & Reilly 1995 - 1997
Skills
Construction, Construction Management, Value Engineering, Metal Fabrication, Strategic Planning, Pre-construction, Project Estimation, Change Orders, Primavera P6, Steel Structures, Contractors, Constructability, Subcontracting, Structural Engineering, CPM Scheduling
Education
Lehigh University 1990 — 1995
BSCE, Civil Engineering
Moore & Morford, Inc. June 2002 - Present
Fidelity Investments 1999 - 2002
DiSalvo Ericson Group 1997 - 1999
Quick & Reilly 1995 - 1997
Skills
Construction, Construction Management, Value Engineering, Metal Fabrication, Strategic Planning, Pre-construction, Project Estimation, Change Orders, Primavera P6, Steel Structures, Contractors, Constructability, Subcontracting, Structural Engineering, CPM Scheduling
Education
Lehigh University 1990 — 1995
BSCE, Civil Engineering
Brian Mulderry's Fidelity Investments Experience January 1992 - May 1997
Job Experienced equity trader/trade support searching for new opportunity
Industry Investment Banking
Experience
Westor Capital Group Inc November 2012 - February 2013
JP TUrner July 2011 - February 2012
SunTrust Robinson Humphrey May 1997 - July 2010
SunTrust Robinson Humphrey January 1997 - July 2010
SunTrust Robinson Humphrey January 1997 - July 2010
SunTrust Robinson Humphrey January 1997 - July 2010
Fidelity Investments January 1992 - May 1997
Fidelity NFSC January 1992 - January 1997
Fidelity Capital Markets January 1992 - January 1997
Fidelity Capital Markets January 1992 - January 1997
Skills
Series 7, Trading, Bloomberg, Investment Banking, Equity Trading, Series 63, Electronic Trading, Bloomberg Terminal, Series 55
Education
Le Moyne College 1981 — 1985
BA, Industrial Relations
Le Moyne College 1981 — 1985
BA, Industrial Relations and Human Resources
LeMoyne College 1981 — 1985
BA, Industrial Relations/Human Resource Management
LeMoyne College 1981 — 1985
BA, Industrial Relations/Human Resource Management
Westor Capital Group Inc November 2012 - February 2013
JP TUrner July 2011 - February 2012
SunTrust Robinson Humphrey May 1997 - July 2010
SunTrust Robinson Humphrey January 1997 - July 2010
SunTrust Robinson Humphrey January 1997 - July 2010
SunTrust Robinson Humphrey January 1997 - July 2010
Fidelity Investments January 1992 - May 1997
Fidelity NFSC January 1992 - January 1997
Fidelity Capital Markets January 1992 - January 1997
Fidelity Capital Markets January 1992 - January 1997
Skills
Series 7, Trading, Bloomberg, Investment Banking, Equity Trading, Series 63, Electronic Trading, Bloomberg Terminal, Series 55
Education
Le Moyne College 1981 — 1985
BA, Industrial Relations
Le Moyne College 1981 — 1985
BA, Industrial Relations and Human Resources
LeMoyne College 1981 — 1985
BA, Industrial Relations/Human Resource Management
LeMoyne College 1981 — 1985
BA, Industrial Relations/Human Resource Management
Robert Orosz's Fidelity Investments Experience July 2013 - Present
Job Branch Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Fidelity Investments August 2011 - July 2013
Education
Lawrence Technological University 2009 — 2010
Master, Business Administration; Project Management
Michigan State University 1999 — 2002
Bachelor of Arts, Business Administration; General Management /Pre-Law
Fidelity Investments July 2013 - Present
Fidelity Investments August 2011 - July 2013
Education
Lawrence Technological University 2009 — 2010
Master, Business Administration; Project Management
Michigan State University 1999 — 2002
Bachelor of Arts, Business Administration; General Management /Pre-Law
Van Lacey's Fidelity Investments Experience August 1999 - April 2007
Job Seeking new opportunities!
Industry Financial Services
Experience
GM Financial October 2014 - Present
Precious Lace November 2010 - January 2014
TD Ameritrade April 2009 - June 2010
Bank of America April 2007 - December 2008
Fidelity Investments August 1999 - April 2007
Skills
Compliance, Research, Outlook, Customer Service, Customer Relations, Excel, Process Improvement, Analysis, Spreadsheets, PowerPoint, Word, Documentation, Problem Solving, Microsoft Office, MS Office Suite, Loans, Asset, Data Entry, Mentoring, Software Documentation, Leadership, Project Planning, Coaching, Employee Relations, PeopleSoft, Microsoft Excel, Business Analysis, Change Management, Time Management, Leadership Development, Microsoft Word, Organizational..., Performance Management, Visio
Education
Lamar University 1993 — 1995
Bachelor of Science, Communications
GM Financial October 2014 - Present
Precious Lace November 2010 - January 2014
TD Ameritrade April 2009 - June 2010
Bank of America April 2007 - December 2008
Fidelity Investments August 1999 - April 2007
Skills
Compliance, Research, Outlook, Customer Service, Customer Relations, Excel, Process Improvement, Analysis, Spreadsheets, PowerPoint, Word, Documentation, Problem Solving, Microsoft Office, MS Office Suite, Loans, Asset, Data Entry, Mentoring, Software Documentation, Leadership, Project Planning, Coaching, Employee Relations, PeopleSoft, Microsoft Excel, Business Analysis, Change Management, Time Management, Leadership Development, Microsoft Word, Organizational..., Performance Management, Visio
Education
Lamar University 1993 — 1995
Bachelor of Science, Communications
Shelli Dutta's Fidelity Investments Experience August 1999 - March 2004
Job
Industry Hospital & Health Care
Experience
Medicine and Radiation Oncology, P.A. August 2012 - Present
Humana Inc June 2007 - June 2012
Humana inc 2006 - 2008
Transamerica March 2004 - August 2006
Fidelity Investments August 1999 - March 2004
ADP January 1999 - January 2004
Trinity, Ind January 1997 - January 1999
Skills
Training, Management, SharePoint, Leadership, Customer Service, Team Building, Human Resources, Strategic Planning, Software Documentation, Project Management, Employee Benefits, Managed Care, Public Speaking, Process Improvement, Health Insurance
Education
Lamar University
Business Administration
Brookhaven College
University of Phoenix
Medicine and Radiation Oncology, P.A. August 2012 - Present
Humana Inc June 2007 - June 2012
Humana inc 2006 - 2008
Transamerica March 2004 - August 2006
Fidelity Investments August 1999 - March 2004
ADP January 1999 - January 2004
Trinity, Ind January 1997 - January 1999
Skills
Training, Management, SharePoint, Leadership, Customer Service, Team Building, Human Resources, Strategic Planning, Software Documentation, Project Management, Employee Benefits, Managed Care, Public Speaking, Process Improvement, Health Insurance
Education
Lamar University
Business Administration
Brookhaven College
University of Phoenix
Dawn Gordon's Fidelity Investments Experience August 1987 - May 1989
Job Application Development Programmer Mainframe COBOL at IBM
Industry Information Technology and Services
Experience
IBM July 2013 - Present
Home April 2003 - June 2013
Ciber April 1999 - August 2002
Modis June 1998 - February 1999
TEKsystems October 1994 - July 1997
SIG (Systems Integration Group) February 1992 - January 1994
Interactive Business Systems, Inc. January 1991 - September 1991
SuperMedia LLC July 1989 - May 1990
Fidelity Investments August 1987 - May 1989
Ciber March 1987 - July 1987
Skills
Windows 7, Windows Vista, SQL, Business Analysis, Project Management, SDLC, Requirements Analysis, JCL, DB2, Software Documentation, Requirements Gathering, Program Management, Business Intelligence, Consulting, Management, Disaster Recovery, ITIL, Integration, IT Management, Information Technology, SharePoint, Software Project...
Education
Lansing Community College 2009 — 2016
Associates, IT Computer Programming
Minnesota School of Business 1975 — 1975
Yes, Computer Programming & Operations
Michigan Technological UniversityBiology 1972 — 1973
No, Math, Biology
IBM July 2013 - Present
Home April 2003 - June 2013
Ciber April 1999 - August 2002
Modis June 1998 - February 1999
TEKsystems October 1994 - July 1997
SIG (Systems Integration Group) February 1992 - January 1994
Interactive Business Systems, Inc. January 1991 - September 1991
SuperMedia LLC July 1989 - May 1990
Fidelity Investments August 1987 - May 1989
Ciber March 1987 - July 1987
Skills
Windows 7, Windows Vista, SQL, Business Analysis, Project Management, SDLC, Requirements Analysis, JCL, DB2, Software Documentation, Requirements Gathering, Program Management, Business Intelligence, Consulting, Management, Disaster Recovery, ITIL, Integration, IT Management, Information Technology, SharePoint, Software Project...
Education
Lansing Community College 2009 — 2016
Associates, IT Computer Programming
Minnesota School of Business 1975 — 1975
Yes, Computer Programming & Operations
Michigan Technological UniversityBiology 1972 — 1973
No, Math, Biology
Jeffery Mitchell's Fidelity Investments Experience June 2010 - July 2010
Job Audit Manager at Deloitte
Industry Accounting
Experience
Deloitte August 2015 - Present
Deloitte September 2012 - August 2015
Deloitte January 2011 - August 2012
Fidelity Investments June 2010 - July 2010
Lamar University June 2008 - October 2009
Skills
External Audit, US GAAP, Financial Reporting, Internal Controls, SAP TERP10 Certified, SAP ERP, Oracle Applications, Sarbanes-Oxley Act, SQL, Microsoft Excel, Database Design, Minitab, Tableau
Education
Lamar University 2006 — 2010
Bachelor's Degree, Accounting and Management Information Systems, 4.0
Deloitte August 2015 - Present
Deloitte September 2012 - August 2015
Deloitte January 2011 - August 2012
Fidelity Investments June 2010 - July 2010
Lamar University June 2008 - October 2009
Skills
External Audit, US GAAP, Financial Reporting, Internal Controls, SAP TERP10 Certified, SAP ERP, Oracle Applications, Sarbanes-Oxley Act, SQL, Microsoft Excel, Database Design, Minitab, Tableau
Education
Lamar University 2006 — 2010
Bachelor's Degree, Accounting and Management Information Systems, 4.0
Don Hild's Fidelity Investments Experience 2004 - Present
Job Retired at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments 2004 - Present
Mt Adams Bookstore and The Monestary Wine Bar May 1993 - September 2002
BISYS Fund Services January 1989 - May 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, HTML, Editing, C++, C, Java
Education
University of Notre Dame 1966 — 1969
Bachelor of Architecture (BArch), Accounting and Finance
Lake Michigan College 1963 — 1964
Fidelity Investments 2004 - Present
Mt Adams Bookstore and The Monestary Wine Bar May 1993 - September 2002
BISYS Fund Services January 1989 - May 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, HTML, Editing, C++, C, Java
Education
University of Notre Dame 1966 — 1969
Bachelor of Architecture (BArch), Accounting and Finance
Lake Michigan College 1963 — 1964
Jennifer Gruber's Fidelity Investments Experience November 2001 - October 2004
Job Owner, Pictures With Piper
Industry Photography
Experience
Pictures With Piper July 2010 - Present
Anderson Hills Pediatrics February 2008 - March 2014
Clermont County Clerk of Courts November 2004 - August 2006
Fidelity Investments November 2001 - October 2004
Skills
Employee Relations, Photography, Photoshop, Digital Photography, Microsoft Office
Education
Northern Kentucky University 2000 — 2002
BS, Marketing
Lee University 1999 — 2000
Pictures With Piper July 2010 - Present
Anderson Hills Pediatrics February 2008 - March 2014
Clermont County Clerk of Courts November 2004 - August 2006
Fidelity Investments November 2001 - October 2004
Skills
Employee Relations, Photography, Photoshop, Digital Photography, Microsoft Office
Education
Northern Kentucky University 2000 — 2002
BS, Marketing
Lee University 1999 — 2000
Beverly Carter's Fidelity Investments Experience January 2003 - November 2005
Job Administrative Assistant
Industry Human Resources
Experience
PetSmart June 2012 - July 2013
PetSmart July 2006 - June 2012
PetSmart November 2005 - July 2008
Fidelity Investments January 2003 - November 2005
Skills
Customer Service, Retail, Outlook, Inventory Control, Microsoft Excel, Inventory Management, Data Entry, Visual Merchandising, Training, Microsoft Word, PowerPoint, Microsoft Office, Loss Prevention, Store Management, Merchandising, Team Building, Human Resources, Employee Training, Windows, Research, Sales
Education
Everest College 2014 — 2015
Tourism and Travel Services Management
Lamson College 1987 — 1989
Business Administration and Management, General
PetSmart June 2012 - July 2013
PetSmart July 2006 - June 2012
PetSmart November 2005 - July 2008
Fidelity Investments January 2003 - November 2005
Skills
Customer Service, Retail, Outlook, Inventory Control, Microsoft Excel, Inventory Management, Data Entry, Visual Merchandising, Training, Microsoft Word, PowerPoint, Microsoft Office, Loss Prevention, Store Management, Merchandising, Team Building, Human Resources, Employee Training, Windows, Research, Sales
Education
Everest College 2014 — 2015
Tourism and Travel Services Management
Lamson College 1987 — 1989
Business Administration and Management, General
Dale Oderman's Fidelity Investments Experience August 2014 - January 2015
Job Associate Broker at Coldwell Banker Legacy
Industry Retail
Experience
Coldwell Banker Legacy July 2015 - Present
Coldwell Banker Legacy July 2015 - Present
TruGreen March 2015 - May 2015
Fidelity Investments August 2014 - January 2015
Hastings Entertainment November 2012 - June 2014
National Mining Hall of Fame and Museum May 2012 - October 2012
Erie Canal Museum January 2011 - May 2012
Sodexo January 2009 - May 2012
Skills
Telephone Skills, Microsoft Office, Public Speaking, Cataloging, Communication, Teamwork, Oral & Written..., Team-oriented, Conscientious, Type 50 wpm, Customer-focused Service, Cash-handling, Organization
Education
Le Moyne College 2008 — 2012
Bachelor of Arts (B.A.), History and Political Science
Midlakes High School 2006 — 2008
New York State Regents Diploma
Coldwell Banker Legacy July 2015 - Present
Coldwell Banker Legacy July 2015 - Present
TruGreen March 2015 - May 2015
Fidelity Investments August 2014 - January 2015
Hastings Entertainment November 2012 - June 2014
National Mining Hall of Fame and Museum May 2012 - October 2012
Erie Canal Museum January 2011 - May 2012
Sodexo January 2009 - May 2012
Skills
Telephone Skills, Microsoft Office, Public Speaking, Cataloging, Communication, Teamwork, Oral & Written..., Team-oriented, Conscientious, Type 50 wpm, Customer-focused Service, Cash-handling, Organization
Education
Le Moyne College 2008 — 2012
Bachelor of Arts (B.A.), History and Political Science
Midlakes High School 2006 — 2008
New York State Regents Diploma
Matthew Huckins's Fidelity Investments Experience June 2014 - Present
Job Investment Solutions Representative at Fidelity Investments
Industry Retail
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments July 2013 - June 2014
Gap Inc. April 2010 - July 2013
Gap Inc. June 2008 - April 2010
Skills
Team Leadership, Creativity Skills, Customer Service, Employee Relations, Marketing Strategy, Conflict Resolution, Employee Recognition, Employee Training, Close Attention to..., Microsoft Office, Leadership, Creativity, Creative Problem Solving, Teamwork, Process Improvement, Microsoft Excel, Microsoft Word, Coaching, Financial Services, Strategic Planning, Communication, PowerPoint, Team Building, Employee Benefits, Personal Financial..., Holistic Financial...
Education
Southern New Hampshire University 2010 — 2012
Bachelor of Science (B.S.), Business Administration, 3.94 / 4.0 GPA
Manchester Community College 2009 — 2010
Business Administration
Lakes Region Community College 2008 — 2009
Business Administration
Winnisquam Regional High School 2004 — 2008
Fidelity Investments June 2014 - Present
Fidelity Investments July 2013 - June 2014
Gap Inc. April 2010 - July 2013
Gap Inc. June 2008 - April 2010
Skills
Team Leadership, Creativity Skills, Customer Service, Employee Relations, Marketing Strategy, Conflict Resolution, Employee Recognition, Employee Training, Close Attention to..., Microsoft Office, Leadership, Creativity, Creative Problem Solving, Teamwork, Process Improvement, Microsoft Excel, Microsoft Word, Coaching, Financial Services, Strategic Planning, Communication, PowerPoint, Team Building, Employee Benefits, Personal Financial..., Holistic Financial...
Education
Southern New Hampshire University 2010 — 2012
Bachelor of Science (B.S.), Business Administration, 3.94 / 4.0 GPA
Manchester Community College 2009 — 2010
Business Administration
Lakes Region Community College 2008 — 2009
Business Administration
Winnisquam Regional High School 2004 — 2008
Jamiee Harry's Fidelity Investments Experience June 2012 - Present
Job Fund Accounting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Skills
Fund Accounting, Mutual Funds, Financial Analysis, Accounting, Financial Reporting, Bloomberg, Account Reconciliation, Strategic Financial..., Securities, Financial Modeling, Investments, Financial Services
Education
Langston University 2010 — 2012
Bachelor of Business Administration (BBA), Accounting
Murray State College 2009 — 2010
Bachelor of Applied Science (B.A.Sc.), General Studies
Fidelity Investments June 2012 - Present
Skills
Fund Accounting, Mutual Funds, Financial Analysis, Accounting, Financial Reporting, Bloomberg, Account Reconciliation, Strategic Financial..., Securities, Financial Modeling, Investments, Financial Services
Education
Langston University 2010 — 2012
Bachelor of Business Administration (BBA), Accounting
Murray State College 2009 — 2010
Bachelor of Applied Science (B.A.Sc.), General Studies
Greg Warburton's Fidelity Investments Experience April 1989 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 1989 - Present
Skills
Financial Planning
Education
Lafayette College 1979 — 1981
Bachelor of Science (BS), Economics
Fidelity Investments April 1989 - Present
Skills
Financial Planning
Education
Lafayette College 1979 — 1981
Bachelor of Science (BS), Economics
Allan Maughan's Fidelity Investments Experience August 2013 - Present
Job Tax Exempt Representative II at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Education
Le Moyne College 2009 — 2013
Fidelity Investments August 2013 - Present
Education
Le Moyne College 2009 — 2013
Kishore Gade's Fidelity Investments Experience August 2011 - September 2012
Job Senior Software Developer at Business Intell Solutions
Industry Information Technology and Services
Experience
Business Intell Solutions Senior Software DeveloperSabre CorporationOctober 2012 - August 2014
Fidelity Investments August 2011 - September 2012
Travelocity March 2010 - August 2011
Skills
Java Enterprise Edition, JavaScript, Spring Framework, JUnit, Hibernate, Mockito, Apache Camel, Maven, HTML, JMS, SOA, Web Services, SOAP, REST, CXF, StAX, DOM, Tortoise SVN, Jenkins, Build Forge, SoapUI, Design Patterns, DAO, SQL, PL/SQL, JDBC, IntelliJ IDEA, AJAX, JIRA, Version One, Eclipse, Tomcat, JSON, XML, XSLT, MapForce, Scrum, Sun Certified Java...
Education
Lamar University 2004 — 2006
Master of Science (M.S.), Computer Science, 3.625
Business Intell Solutions Senior Software DeveloperSabre CorporationOctober 2012 - August 2014
Fidelity Investments August 2011 - September 2012
Travelocity March 2010 - August 2011
Skills
Java Enterprise Edition, JavaScript, Spring Framework, JUnit, Hibernate, Mockito, Apache Camel, Maven, HTML, JMS, SOA, Web Services, SOAP, REST, CXF, StAX, DOM, Tortoise SVN, Jenkins, Build Forge, SoapUI, Design Patterns, DAO, SQL, PL/SQL, JDBC, IntelliJ IDEA, AJAX, JIRA, Version One, Eclipse, Tomcat, JSON, XML, XSLT, MapForce, Scrum, Sun Certified Java...
Education
Lamar University 2004 — 2006
Master of Science (M.S.), Computer Science, 3.625
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank