Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Employee
Years
Job
Industry
Nicholas D'Angelo Nicholas D'Angelo's Fidelity Investments Experience March 2008 - August 2010
Job Vice President, Mutual Funds and Key Accounts Manager at Citi
Industry Financial Services
Experience
Citi October 2014 - Present
Citi April 2013 - October 2014
Citi July 2011 - April 2013
Fidelity Investments March 2008 - August 2010
AXA Advisors March 2007 - October 2007
Skills
Strategic Financial..., Series 7, Mutual Funds, Personal Finance, Pensions, Investments, Asset Managment, Estate Planning, Wealth Management, Retirement Planning, Insurance, Securities, Financial Analysis, Asset Allocation, Retirement, Risk Management, Portfolio Management, Options, Series 63, Finance, Equities, Financial Services, Financial Planning
Education
Lehigh University - College of Business and Economics 2002 — 2006
B.S., Marketing
The Kent School 1998 — 2002
High School
East Hampton 1988 — 1998
Elementary School
Citi October 2014 - Present
Citi April 2013 - October 2014
Citi July 2011 - April 2013
Fidelity Investments March 2008 - August 2010
AXA Advisors March 2007 - October 2007
Skills
Strategic Financial..., Series 7, Mutual Funds, Personal Finance, Pensions, Investments, Asset Managment, Estate Planning, Wealth Management, Retirement Planning, Insurance, Securities, Financial Analysis, Asset Allocation, Retirement, Risk Management, Portfolio Management, Options, Series 63, Finance, Equities, Financial Services, Financial Planning
Education
Lehigh University - College of Business and Economics 2002 — 2006
B.S., Marketing
The Kent School 1998 — 2002
High School
East Hampton 1988 — 1998
Elementary School
Kathryn Waldrop Kathryn Waldrop's Fidelity Investments Experience July 2010 - June 2011
Job Business Professional
Industry Accounting
Experience
Northwest ISD September 2013 - Present
CoreLogic October 2012 - June 2013
Northwest ISD July 2011 - September 2012
Fidelity Investments July 2010 - June 2011
BNSF Railway December 1990 - September 1995
Skills
Accounting, General Ledger, Bank Reconciliation, Microsoft Office, Microsoft Excel, GAAP, Variance Analysis, Account Reconciliation, Accounts Payable, Accounts Receivable, Customer Service, 401k, Teaching
Education
LeTourneau University
Bachelor of Science (B.S.), Business Management
Northwest ISD September 2013 - Present
CoreLogic October 2012 - June 2013
Northwest ISD July 2011 - September 2012
Fidelity Investments July 2010 - June 2011
BNSF Railway December 1990 - September 1995
Skills
Accounting, General Ledger, Bank Reconciliation, Microsoft Office, Microsoft Excel, GAAP, Variance Analysis, Account Reconciliation, Accounts Payable, Accounts Receivable, Customer Service, 401k, Teaching
Education
LeTourneau University
Bachelor of Science (B.S.), Business Management
Nicole Heath Nicole Heath's Fidelity Investments Experience February 2008 - March 2010
Job Retirement Specialist at Summit Financial Group
Industry Financial Services
Experience
Summit Financial Group May 2010 - Present
Summit Financial Group/ America's 401(k) March 2010 - December 2011
Fidelity Investments February 2008 - March 2010
Education
LeTourneau University 1997 — 1999
BBA, Business Administration
Utah State University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Summit Financial Group May 2010 - Present
Summit Financial Group/ America's 401(k) March 2010 - December 2011
Fidelity Investments February 2008 - March 2010
Education
LeTourneau University 1997 — 1999
BBA, Business Administration
Utah State University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Patricia Dolan Patricia Dolan's Fidelity Investments Experience August 2006 - January 2009
Job Compliance Securities Officer at Compliance Technologies International, LLP
Industry Financial Services
Experience
Compliance Technologies International, LLP January 2013 - Present
Compliance Technologies International, LLP February 2009 - Present
Fidelity Investments August 2006 - January 2009
Burns & Levinson LLP August 2003 - August 2006
Deloitte January 1999 - August 2003
Deloitte April 1996 - January 1999
Skills
Customer Service, Corporate Law, Strategic Planning, Microsoft Office, Project Management, Marketing, Microsoft Excel, Microsoft Word, Securities, PowerPoint, Business Analysis
Education
Lesley University
Master's degree, Elementary Education and Teaching
Salem State University
Bachelor's degree, Business Administration and Management, General
Compliance Technologies International, LLP January 2013 - Present
Compliance Technologies International, LLP February 2009 - Present
Fidelity Investments August 2006 - January 2009
Burns & Levinson LLP August 2003 - August 2006
Deloitte January 1999 - August 2003
Deloitte April 1996 - January 1999
Skills
Customer Service, Corporate Law, Strategic Planning, Microsoft Office, Project Management, Marketing, Microsoft Excel, Microsoft Word, Securities, PowerPoint, Business Analysis
Education
Lesley University
Master's degree, Elementary Education and Teaching
Salem State University
Bachelor's degree, Business Administration and Management, General
Kathryn Hannabury Kathryn Hannabury's Fidelity Investments Experience August 2002 - December 2011
Job Research and Data Analyst
Industry Financial Services
Experience
Wellesley Public Library 2012 - Present
Stonehill College September 2013 - December 2013
Fidelity Investments August 2002 - December 2011
Fidelity Investments January 1997 - July 2002
Education
Simmons College - School of Library and Information Science 2000 — 2003
MLIS
Simmons College - Simmons School of Management 1995 — 1996
MBA
Lesley University 1988 — 1992
B.S., Management
Wellesley Public Library 2012 - Present
Stonehill College September 2013 - December 2013
Fidelity Investments August 2002 - December 2011
Fidelity Investments January 1997 - July 2002
Education
Simmons College - School of Library and Information Science 2000 — 2003
MLIS
Simmons College - Simmons School of Management 1995 — 1996
MBA
Lesley University 1988 — 1992
B.S., Management
Joshua Plomaritas Joshua Plomaritas's Fidelity Investments Experience June 2013 - Present
Job Outsourced Benefits Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Sprint December 2012 - June 2013
Liberty University August 2008 - March 2012
Nationwide Insurance 2011 - 2012
Grand Home Furnishings 2007 - 2008
Skills
Public Speaking, Research, Microsoft Office, PowerPoint, Higher Education, Social Media, Microsoft Word, Event Planning, Microsoft Excel, Teamwork, Critical Thinking, Time Management, Leadership, Customer Service, Facebook, Social Networking, Community Outreach, Sales, Team Leadership, Outlook, Marketing, Team Building, Customer Satisfaction
Education
Liberty University 2008 — 2012
Bachelor's degree, Business/Managerial Economics
Fidelity Investments June 2013 - Present
Sprint December 2012 - June 2013
Liberty University August 2008 - March 2012
Nationwide Insurance 2011 - 2012
Grand Home Furnishings 2007 - 2008
Skills
Public Speaking, Research, Microsoft Office, PowerPoint, Higher Education, Social Media, Microsoft Word, Event Planning, Microsoft Excel, Teamwork, Critical Thinking, Time Management, Leadership, Customer Service, Facebook, Social Networking, Community Outreach, Sales, Team Leadership, Outlook, Marketing, Team Building, Customer Satisfaction
Education
Liberty University 2008 — 2012
Bachelor's degree, Business/Managerial Economics
Joan Fusco Joan Fusco's Fidelity Investments Experience February 1998 - October 1999
Job Vice President of Human Resources at CAPA The Global Education Network
Industry Higher Education
Experience
CAPA The Global Education Network January 2015 - Present
Vista Higher Learning January 2013 - December 2014
Massachusetts Institute of Technology September 2005 - January 2013
National Educational Travel Council (NETC) May 2000 - November 2004
Fidelity Investments February 1998 - October 1999
Harvard Pilgrim Health Care January 1995 - February 1998
Harvard University, Ukrainian Research Institute March 1990 - January 1995
Skills
Employee Relations, Organizational..., Talent Management, Performance Management, Recruiting, Policy, Human Resources, Personnel Management, Employee Benefits, Employee Engagement, Management, Labor Relations, Temporary Placement, HRIS, Program Management, Career Development, Training, Onboarding, Succession Planning, Diversity & Inclusion
Education
McGill University
BA, Modern Languages
Lesley University
MA, Intercultural Relations
CAPA The Global Education Network January 2015 - Present
Vista Higher Learning January 2013 - December 2014
Massachusetts Institute of Technology September 2005 - January 2013
National Educational Travel Council (NETC) May 2000 - November 2004
Fidelity Investments February 1998 - October 1999
Harvard Pilgrim Health Care January 1995 - February 1998
Harvard University, Ukrainian Research Institute March 1990 - January 1995
Skills
Employee Relations, Organizational..., Talent Management, Performance Management, Recruiting, Policy, Human Resources, Personnel Management, Employee Benefits, Employee Engagement, Management, Labor Relations, Temporary Placement, HRIS, Program Management, Career Development, Training, Onboarding, Succession Planning, Diversity & Inclusion
Education
McGill University
BA, Modern Languages
Lesley University
MA, Intercultural Relations
Ilena Williams Ilena Williams's Fidelity Investments Experience 1994 - 1997
Job Instructional Designer, Webbased Curriculum Designer, Trainer and Training Project Manager
Industry Human Resources
Experience
RSA, the Security Arm of EMC March 2012 - Present
Harvard University 2006 - 2009
SunGard Data Systems, Inc. September 1997 - December 2006
Fidelity Investments 1994 - 1997
Fidelity Investments 1993 - 1994
Fidelity Investments 1993 - 1993
Fidelity Investments 1991 - 1993
Fidelity Investments 1990 - 1991
Skills
Learning Management..., Instructor-led Training, Organizational..., Project Management, Training, Performance Management, Instructional Design, E-Learning, Captivate, Adult Education, Leadership Development, Camtasia, Career Development, SnagIt, Coaching, Higher Education, Staff Development, Program Management, WebEx, Technical Writing, Facilitators, Workshop Facilitation, Training Delivery, Talent Management, Human Resources
Education
Lesley University 1999 — 2002
Masters of Science, Training and Development
State University of New York College at Fredonia 1986 — 1990
Bachelor of Arts, Opera Performance
Spencer, Shenk, Capers & Associates
RSA, the Security Arm of EMC March 2012 - Present
Harvard University 2006 - 2009
SunGard Data Systems, Inc. September 1997 - December 2006
Fidelity Investments 1994 - 1997
Fidelity Investments 1993 - 1994
Fidelity Investments 1993 - 1993
Fidelity Investments 1991 - 1993
Fidelity Investments 1990 - 1991
Skills
Learning Management..., Instructor-led Training, Organizational..., Project Management, Training, Performance Management, Instructional Design, E-Learning, Captivate, Adult Education, Leadership Development, Camtasia, Career Development, SnagIt, Coaching, Higher Education, Staff Development, Program Management, WebEx, Technical Writing, Facilitators, Workshop Facilitation, Training Delivery, Talent Management, Human Resources
Education
Lesley University 1999 — 2002
Masters of Science, Training and Development
State University of New York College at Fredonia 1986 — 1990
Bachelor of Arts, Opera Performance
Spencer, Shenk, Capers & Associates
Dan Towle Dan Towle's Fidelity Investments Experience February 2007 - January 2009
Job MAINFRAME PROGRAMMER ANALYST Between Opportunities
Industry Financial Services
Experience
Fidelity Investments February 2007 - January 2009
Verizon Business September 1988 - June 2006
Verizon Telecom February 1981 - September 1988
Skills
Testing, TSO, Mainframe, COBOL, Disaster Recovery, DB2, JCL, SDLC, Endeavor, SQL, SharePoint, Systems Analysis, Business Analysis, Requirements Analysis
Education
Lesley University 1992 — 1993
Bachelors, Business
University of Massachusetts, Amherst 1973 — 1976
Business
Fidelity Investments February 2007 - January 2009
Verizon Business September 1988 - June 2006
Verizon Telecom February 1981 - September 1988
Skills
Testing, TSO, Mainframe, COBOL, Disaster Recovery, DB2, JCL, SDLC, Endeavor, SQL, SharePoint, Systems Analysis, Business Analysis, Requirements Analysis
Education
Lesley University 1992 — 1993
Bachelors, Business
University of Massachusetts, Amherst 1973 — 1976
Business
Brett Royer Brett Royer's Fidelity Investments Experience June 2014 - Present
Job Director of Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments June 2012 - June 2014
UNC's Kenan-Flagler Business School August 2010 - June 2012
Parish Capital Advisors (acquired by Stepstone Group) January 2011 - December 2011
Merrill Lynch Private Banking and Investment Group August 2007 - June 2010
JMG Financial Group September 2006 - August 2007
Skills
Series 7, Series 66, Uniform Combined State..., Financial Modeling, Licensing, Investments, Financial Analysis, Corporate Finance, Private Equity, Valuation, Due Diligence, Strategy, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Finance
Lehigh University - College of Business and Economics 2001 — 2005
BS, Finance
Belchertown High School
Belchertown High School
Fidelity Investments June 2014 - Present
Fidelity Investments June 2012 - June 2014
UNC's Kenan-Flagler Business School August 2010 - June 2012
Parish Capital Advisors (acquired by Stepstone Group) January 2011 - December 2011
Merrill Lynch Private Banking and Investment Group August 2007 - June 2010
JMG Financial Group September 2006 - August 2007
Skills
Series 7, Series 66, Uniform Combined State..., Financial Modeling, Licensing, Investments, Financial Analysis, Corporate Finance, Private Equity, Valuation, Due Diligence, Strategy, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Finance
Lehigh University - College of Business and Economics 2001 — 2005
BS, Finance
Belchertown High School
Belchertown High School
Meredith Howard Meredith Howard's Fidelity Investments Experience 1995 - 1997
Job Senior Scientist, Biological Oceanographer at Southern California Coastal Water Research Project
Industry Research
Experience
Southern California Coastal Water Research Project Post-Doctoral ResearcherUniversity of Southern CaliforniaSeptember 2007 - January 2009
UC Santa Cruz September 2001 - May 2007
Bankers Trust 1997 - 2000
Fidelity Investments 1995 - 1997
Skills
PCR, Science, Cell Culture, qPCR, Oceanography, Biology, Algae, harmful algal blooms
Education
University of California, Santa Cruz 2001 — 2007
Doctor of Philosophy (Ph.D.), Biological Oceanography
Rutgers University-New Brunswick 2000 — 2001
Bachelor of Science (B.S.), Biology, General
Lehigh University - College of Business and Economics 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Southern California Coastal Water Research Project Post-Doctoral ResearcherUniversity of Southern CaliforniaSeptember 2007 - January 2009
UC Santa Cruz September 2001 - May 2007
Bankers Trust 1997 - 2000
Fidelity Investments 1995 - 1997
Skills
PCR, Science, Cell Culture, qPCR, Oceanography, Biology, Algae, harmful algal blooms
Education
University of California, Santa Cruz 2001 — 2007
Doctor of Philosophy (Ph.D.), Biological Oceanography
Rutgers University-New Brunswick 2000 — 2001
Bachelor of Science (B.S.), Biology, General
Lehigh University - College of Business and Economics 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Jeff Walter Jeff Walter's Fidelity Investments Experience February 2012 - August 2012
Job Business Manager at Grace Community Church
Industry Financial Services
Experience
Scottrade August 2012 - June 2014
Fidelity Investments February 2012 - August 2012
Liberty University June 2010 - January 2012
Skills
Public Speaking, Management, Sales, Finance, Event Management, Project Management, Microsoft Office, Blackboard, Customer Service, Team Leadership, Flexibility, Organization, Accounting, Networking, Risk Management
Education
Liberty University 2010 — 2013
Master of Business Administration (MBA)
Liberty University 2008 — 2010
Bachelor of Science (B.S.), Religion/Religious Studies
Scottrade August 2012 - June 2014
Fidelity Investments February 2012 - August 2012
Liberty University June 2010 - January 2012
Skills
Public Speaking, Management, Sales, Finance, Event Management, Project Management, Microsoft Office, Blackboard, Customer Service, Team Leadership, Flexibility, Organization, Accounting, Networking, Risk Management
Education
Liberty University 2010 — 2013
Master of Business Administration (MBA)
Liberty University 2008 — 2010
Bachelor of Science (B.S.), Religion/Religious Studies
Leigh Ann Steele Leigh Ann Steele's Fidelity Investments Experience March 2008 - June 2014
Job Consultant/Community Investor
Industry Financial Services
Experience
Bee Market Insights July 2014 - Present
Aegis, LLC January 2011 - Present
Fidelity Investments March 2008 - June 2014
John Hancock October 2006 - February 2008
State Street Global Advisors June 2005 - August 2005
Canaccord June 1998 - August 2004
Skills
Market Research, Product Development, Product Management, Marketing Strategy, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA
Lehigh University - College of Business and Economics 1994 — 1998
B.S., Economics
Bee Market Insights July 2014 - Present
Aegis, LLC January 2011 - Present
Fidelity Investments March 2008 - June 2014
John Hancock October 2006 - February 2008
State Street Global Advisors June 2005 - August 2005
Canaccord June 1998 - August 2004
Skills
Market Research, Product Development, Product Management, Marketing Strategy, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA
Lehigh University - College of Business and Economics 1994 — 1998
B.S., Economics
Nicole Adriance Nicole Adriance's Fidelity Investments Experience February 2006 - August 2007
Job Senior Brand Communications Manager at Reebok
Industry Consumer Goods
Experience
Reebok February 2015 - Present
Reebok August 2014 - February 2015
Reebok September 2010 - September 2014
Communispace Corporation August 2007 - July 2010
Fidelity Investments February 2006 - August 2007
Guilin University 2004 - 2005
Bay State College May 2003 - August 2004
Dartmouth High School 2002 - 2004
Pingree for US Senate 2002 - 2002
Skills
Market Research, Customer Insight, Strategy, Competitive Analysis, Marketing Research, Social Media, Marketing Strategy, Integrated Marketing, Leadership, Marketing, Data Analysis, Retail, Brand Development, Advertising, CRM, Analytics, Marketing Management, Online Marketing, Online Advertising, Digital Marketing, Management, Project Management, Social Media Marketing, Marketing Communications, Segmentation, Quantitative Research, Product Marketing, Pop Culture, Branding & Identity, Strategic Brand..., Strategic Planning, Cultural Anthropology, Future Trends, Brand Management, Business Development, Strategic Brand...
Education
Simmons College - Simmons School of Management 2009 — 2013
MBA, Marketing
Lewis and Clark College 1997 — 2002
BA, Religious Studies, Buddhism and Chinese culture
Tabor Academy 1993 — 1997
High School
Reebok February 2015 - Present
Reebok August 2014 - February 2015
Reebok September 2010 - September 2014
Communispace Corporation August 2007 - July 2010
Fidelity Investments February 2006 - August 2007
Guilin University 2004 - 2005
Bay State College May 2003 - August 2004
Dartmouth High School 2002 - 2004
Pingree for US Senate 2002 - 2002
Skills
Market Research, Customer Insight, Strategy, Competitive Analysis, Marketing Research, Social Media, Marketing Strategy, Integrated Marketing, Leadership, Marketing, Data Analysis, Retail, Brand Development, Advertising, CRM, Analytics, Marketing Management, Online Marketing, Online Advertising, Digital Marketing, Management, Project Management, Social Media Marketing, Marketing Communications, Segmentation, Quantitative Research, Product Marketing, Pop Culture, Branding & Identity, Strategic Brand..., Strategic Planning, Cultural Anthropology, Future Trends, Brand Management, Business Development, Strategic Brand...
Education
Simmons College - Simmons School of Management 2009 — 2013
MBA, Marketing
Lewis and Clark College 1997 — 2002
BA, Religious Studies, Buddhism and Chinese culture
Tabor Academy 1993 — 1997
High School
Alyson Kennedy Alyson Kennedy's Fidelity Investments Experience 1997 - 2001
Job Organizational and leadership development consulting
Industry Education Management
Experience
Alyson Kennedy-Self Employed 2012 - Present
Independent 1986 - Present
Fidelity Investments 1997 - 2001
The Richardson Group 1995 - 1997
Bank of Boston April 1989 - 1993
Lechmere 1986 - 1989
Jordan Marsh 1983 - 1986
Skills
Marketing Strategy, Photoshop, Training, Customer Service, Strategic Planning, Event Planning, Public Speaking, Leadership Development, Team Building, Coaching, Sales, Educational Leadership, Child Development, Early Childhood..., Child Advocacy, Creative Services, Home Staging, Creative Writing, Elementary Education, Education, Teaching Reading, Culinary Education, Interpersonal Leadership, Interior Design, Interpersonal..., Customer Retention, Creative Merchandising, Retail, Personal Shopping, Fashion Buying, Merchandising, Catering, Teen Services, Adolescent Psychiatry, Experience Working with..., Behavioral Intervention, Workshop Facilitation, Team Facilitation, Executive Training, Human Resource..., Professional Women, Management Consulting, Sales Presentations, Sales Management, Consumer Products, Adult Education, Play Therapy, Organizational..., Leadership, Instructional Design
Education
Lesley College 2010 — 2011
Masters, Psychology
Ohio Wesleyan University 1979 — 1982
Bachelor of Arts (B.A.), Elementary education certification and certification in Remedial Reading
Alyson Kennedy-Self Employed 2012 - Present
Independent 1986 - Present
Fidelity Investments 1997 - 2001
The Richardson Group 1995 - 1997
Bank of Boston April 1989 - 1993
Lechmere 1986 - 1989
Jordan Marsh 1983 - 1986
Skills
Marketing Strategy, Photoshop, Training, Customer Service, Strategic Planning, Event Planning, Public Speaking, Leadership Development, Team Building, Coaching, Sales, Educational Leadership, Child Development, Early Childhood..., Child Advocacy, Creative Services, Home Staging, Creative Writing, Elementary Education, Education, Teaching Reading, Culinary Education, Interpersonal Leadership, Interior Design, Interpersonal..., Customer Retention, Creative Merchandising, Retail, Personal Shopping, Fashion Buying, Merchandising, Catering, Teen Services, Adolescent Psychiatry, Experience Working with..., Behavioral Intervention, Workshop Facilitation, Team Facilitation, Executive Training, Human Resource..., Professional Women, Management Consulting, Sales Presentations, Sales Management, Consumer Products, Adult Education, Play Therapy, Organizational..., Leadership, Instructional Design
Education
Lesley College 2010 — 2011
Masters, Psychology
Ohio Wesleyan University 1979 — 1982
Bachelor of Arts (B.A.), Elementary education certification and certification in Remedial Reading
Nicholas Caesar Nicholas Caesar's Fidelity Investments Experience May 2012 - August 2012
Job Analyst at Next Capital Management LLC
Industry Financial Services
Experience
Next Capital Management LLC June 2013 - Present
Fidelity Investments May 2012 - August 2012
TJX June 2011 - August 2011
Education
Lawrence Academy 2009 — 2013
Lehigh University - College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance
Next Capital Management LLC June 2013 - Present
Fidelity Investments May 2012 - August 2012
TJX June 2011 - August 2011
Education
Lawrence Academy 2009 — 2013
Lehigh University - College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance
Jeanne Nichols's Fidelity Investments Experience April 2004 - February 2009
Job IT Professional.
Industry Computer Software
Experience
None Contractor: Mainframe Programmer AnalystFidelity InvestmentsSeptember 2010 - December 2012
Fidelity Investments April 2004 - February 2009
Fidelity Investments April 2000 - April 2004
Fidelity Investments April 1998 - April 2000
Fidelity Investments April 1996 - April 1998
Fidelity Investments May 1993 - April 1996
Fidelity Investments November 1990 - May 1993
Wm. Filene's Sons, Boston, MA December 1986 - November 1990
Keane, Inc. July 1984 - December 1986
Education
Various Technical Training Schools 1993 — 2008
COBOL, CICS, MQ, DB2, ITIL, REXX, Eztrieve
Lesley University 1984 — 1991
Bachelor of Science, Management
None Contractor: Mainframe Programmer AnalystFidelity InvestmentsSeptember 2010 - December 2012
Fidelity Investments April 2004 - February 2009
Fidelity Investments April 2000 - April 2004
Fidelity Investments April 1998 - April 2000
Fidelity Investments April 1996 - April 1998
Fidelity Investments May 1993 - April 1996
Fidelity Investments November 1990 - May 1993
Wm. Filene's Sons, Boston, MA December 1986 - November 1990
Keane, Inc. July 1984 - December 1986
Education
Various Technical Training Schools 1993 — 2008
COBOL, CICS, MQ, DB2, ITIL, REXX, Eztrieve
Lesley University 1984 — 1991
Bachelor of Science, Management
Frank Milton Frank Milton's Fidelity Investments Experience August 2000 - February 2001
Job Food Service Director at ARAMARK Healthcare
Industry Food & Beverages
Experience
ARAMARK Healthcare January 2012 - Present
ARAMARK July 2010 - January 2012
ARAMARK October 2007 - July 2010
ARAMARK September 2005 - October 2007
ARAMARK July 2003 - September 2005
Jay-Jay Cafe August 2002 - July 2003
Fidelity Investments August 2000 - February 2001
Pappas Bros. Steakhouse January 2000 - January 2001
Nextel Communications January 1998 - August 1998
Headwaiter, Coach January 1996 - January 1998
Skills
Product Marketing, Strategic Leadership, Financial Analysis, Leadership, Management, Operations Management, Forecasting, Budgets, Strategic Planning, Employee Training, Sales, Account Management, Customer Service, Recruiting, Human Resources
Education
LeTourneau University 2000 — 2002
MBA, E-Commerce
The University of Texas at Arlington 1994 — 1997
BBA, Management
Arlington Lamar High School 1985 — 1988
Diploma
ARAMARK Healthcare January 2012 - Present
ARAMARK July 2010 - January 2012
ARAMARK October 2007 - July 2010
ARAMARK September 2005 - October 2007
ARAMARK July 2003 - September 2005
Jay-Jay Cafe August 2002 - July 2003
Fidelity Investments August 2000 - February 2001
Pappas Bros. Steakhouse January 2000 - January 2001
Nextel Communications January 1998 - August 1998
Headwaiter, Coach January 1996 - January 1998
Skills
Product Marketing, Strategic Leadership, Financial Analysis, Leadership, Management, Operations Management, Forecasting, Budgets, Strategic Planning, Employee Training, Sales, Account Management, Customer Service, Recruiting, Human Resources
Education
LeTourneau University 2000 — 2002
MBA, E-Commerce
The University of Texas at Arlington 1994 — 1997
BBA, Management
Arlington Lamar High School 1985 — 1988
Diploma
Laura Landy Laura Landy's Fidelity Investments Experience August 2008 - February 2009
Job Adult Education Consultant
Industry Education Management
Experience
Cambridge Community Learning Center September 2011 - April 2014
Cambridge Community Learning Center September 2011 - June 2012
Centro Latino November 2010 - June 2011
Fidelity Investments August 2008 - February 2009
Enablearning January 2008 - April 2008
Millipore Corporation August 2007 - November 2007
Write-On Writing Services September 2006 - June 2007
North Parish, Unitarian Universalist September 2005 - June 2007
IBM Tivoli, SQA and Technical Publications 2005 - 2006
IBM Rational Software 2004 - 2005
Skills
Technical Writing, Software Documentation, Instructional Design, User Experience, Training, User Interface Design, Instructor-led Training, Project Management, Learning Management, Budgets, Graphic Design, E-Learning, Adult Education, Adult Basic Education..., Computer Training for..., Adult Education..., Staff Development
Education
Lesley University 1989 — 1991
MA, Expressive Therapy
University of Massachusetts Boston 1984 — 1986
BA, Psychology, Women's Studies
Cambridge Community Learning Center September 2011 - April 2014
Cambridge Community Learning Center September 2011 - June 2012
Centro Latino November 2010 - June 2011
Fidelity Investments August 2008 - February 2009
Enablearning January 2008 - April 2008
Millipore Corporation August 2007 - November 2007
Write-On Writing Services September 2006 - June 2007
North Parish, Unitarian Universalist September 2005 - June 2007
IBM Tivoli, SQA and Technical Publications 2005 - 2006
IBM Rational Software 2004 - 2005
Skills
Technical Writing, Software Documentation, Instructional Design, User Experience, Training, User Interface Design, Instructor-led Training, Project Management, Learning Management, Budgets, Graphic Design, E-Learning, Adult Education, Adult Basic Education..., Computer Training for..., Adult Education..., Staff Development
Education
Lesley University 1989 — 1991
MA, Expressive Therapy
University of Massachusetts Boston 1984 — 1986
BA, Psychology, Women's Studies
Victoria Reddy's Fidelity Investments Experience August 2009 - August 2010
Job Executive Director at Elmcroft Senior Living
Industry Hospital & Health Care
Experience
Elmcroft Senior Living July 2015 - Present
Brookdale June 2014 - July 2015
Brookdale February 2011 - June 2014
Fidelity Investments August 2009 - August 2010
Skills
Healthcare, Healthcare Management, Customer Service, Training, Medicare, Elder Care, Hospitals, HIPAA, Long-term Care, Medicaid, Workers Compensation, Accounts Payable &..., Long Term Care Insurance, Human Resources, Kronos Timekeeping, Payroll, Budgets, Senior Living..., Operations Management, Performance Management, Performance Appraisal, Interviews, Recruiting, Strategic Hiring, State Regulations, Resident Retention, Resident Relations, Admissions, Promoting Company..., Servant Leadership, Staff Training, Staff Development, Increasing Moral &..., Constructive Feedback, Labor Cost Management
Education
Liberty University
Bachelor of Science (B.S.), Education
West Johnston High School
High School Diploma
Elmcroft Senior Living July 2015 - Present
Brookdale June 2014 - July 2015
Brookdale February 2011 - June 2014
Fidelity Investments August 2009 - August 2010
Skills
Healthcare, Healthcare Management, Customer Service, Training, Medicare, Elder Care, Hospitals, HIPAA, Long-term Care, Medicaid, Workers Compensation, Accounts Payable &..., Long Term Care Insurance, Human Resources, Kronos Timekeeping, Payroll, Budgets, Senior Living..., Operations Management, Performance Management, Performance Appraisal, Interviews, Recruiting, Strategic Hiring, State Regulations, Resident Retention, Resident Relations, Admissions, Promoting Company..., Servant Leadership, Staff Training, Staff Development, Increasing Moral &..., Constructive Feedback, Labor Cost Management
Education
Liberty University
Bachelor of Science (B.S.), Education
West Johnston High School
High School Diploma
Kisten Olson Kisten Olson's Fidelity Investments Experience October 1998 - January 2005
Job Instructional Designer
Industry Financial Services
Experience
Fidelity Investments/Veritude January 2005 - May 2010
Fidelity Investments October 1998 - January 2005
Keyport Life Insurance Company 1997 - 1998
Keyport Life Insurance Company 1995 - 1997
Keyport Life Insurance Company 1992 - 1995
EXPRESS 1991 - 1992
Skills
Instructional Design, Training Facilitation, Project Management, Training Needs Analysis, E-Learning, Curriculum Design, Curriculum Development, Performance Consulting
Education
Lesley University 1997 — 2000
Master of Science (MS), Training and Development
University of Rhode Island 1987 — 1991
Bachelor of Arts (BA), English Language and Literature, General
Fidelity Investments/Veritude January 2005 - May 2010
Fidelity Investments October 1998 - January 2005
Keyport Life Insurance Company 1997 - 1998
Keyport Life Insurance Company 1995 - 1997
Keyport Life Insurance Company 1992 - 1995
EXPRESS 1991 - 1992
Skills
Instructional Design, Training Facilitation, Project Management, Training Needs Analysis, E-Learning, Curriculum Design, Curriculum Development, Performance Consulting
Education
Lesley University 1997 — 2000
Master of Science (MS), Training and Development
University of Rhode Island 1987 — 1991
Bachelor of Arts (BA), English Language and Literature, General
Cyndi Carley's Fidelity Investments Experience March 2004 - December 2007
Job Financial Planner, Registered Representative of New England Securities
Industry Financial Services
Experience
New England Securities at Baystate Financial Services January 2009 - Present
Mass Mutual/Legacy Financial January 2008 - December 2008
Fidelity Investments March 2004 - December 2007
National Grid 1970 - 2003
Education
Lesley University 2000 — 2003
Bachelor's degree
New England Securities at Baystate Financial Services January 2009 - Present
Mass Mutual/Legacy Financial January 2008 - December 2008
Fidelity Investments March 2004 - December 2007
National Grid 1970 - 2003
Education
Lesley University 2000 — 2003
Bachelor's degree
Denise Adams Wallace Denise Adams Wallace's Fidelity Investments Experience 1996 - 2008
Job
Industry Management Consulting
Experience
Core Axis June 2015 - Present
Creative Thinking February 1996 - Present
Stone Lake Leadership Group 2007 - Present
The Personal Brand Company 2008 - Present
Fidelity Investments 1996 - 2008
Scudder, Stevens & Clark 1987 - 1996
Skills
Coaching, Management Consulting, Leadership Development, Onboarding, Employee Engagement, Performance Management, Team Building, Talent Management, Change Management, Instructional Design, Staff Development, Process Improvement, Executive Coaching, Workforce Planning, Strategic Planning, Performance Improvement, Organizational..., Training, Organizational Design, Workshop Facilitation, Leadership, Program Management, Strategy, Consulting, Management, Organizational...
Education
Lesley University 1993 — 1995
Masters, Training & Development
University of Vermont 1983 — 1987
Bachelor's degree, Political Science and Government
Arlington Catholic 1979 — 1983
Core Axis June 2015 - Present
Creative Thinking February 1996 - Present
Stone Lake Leadership Group 2007 - Present
The Personal Brand Company 2008 - Present
Fidelity Investments 1996 - 2008
Scudder, Stevens & Clark 1987 - 1996
Skills
Coaching, Management Consulting, Leadership Development, Onboarding, Employee Engagement, Performance Management, Team Building, Talent Management, Change Management, Instructional Design, Staff Development, Process Improvement, Executive Coaching, Workforce Planning, Strategic Planning, Performance Improvement, Organizational..., Training, Organizational Design, Workshop Facilitation, Leadership, Program Management, Strategy, Consulting, Management, Organizational...
Education
Lesley University 1993 — 1995
Masters, Training & Development
University of Vermont 1983 — 1987
Bachelor's degree, Political Science and Government
Arlington Catholic 1979 — 1983
Jim Schofer, CIMA® Jim Schofer, CIMA®'s Fidelity Investments Experience July 2013 - Present
Job Director, Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
JPMorgan Chase January 2011 - July 2013
JPMorgan Chase January 2008 - January 2011
Mutual Service Corporation November 2000 - January 2008
Mutual Service Corporation August 1995 - November 2000
JW Charles Clearing Corporation June 1993 - August 1995
Skills
Series 7, Product Management, Series 24, Series 65, Managed Accounts, Investment Advisory, Partner Relationship..., CIMA®, Series 63
Education
Liberty University 1989 — 1992
BS, Business/Finance
Fidelity Investments July 2013 - Present
JPMorgan Chase January 2011 - July 2013
JPMorgan Chase January 2008 - January 2011
Mutual Service Corporation November 2000 - January 2008
Mutual Service Corporation August 1995 - November 2000
JW Charles Clearing Corporation June 1993 - August 1995
Skills
Series 7, Product Management, Series 24, Series 65, Managed Accounts, Investment Advisory, Partner Relationship..., CIMA®, Series 63
Education
Liberty University 1989 — 1992
BS, Business/Finance
Dwayne Liles Dwayne Liles's Fidelity Investments Experience 2008 - 2013
Job Benefits Manager at Easter Seals UCP
Industry Human Resources
Experience
Easter Seals UCP North Carolina & Virginia February 2014 - Present
Easter Seals UCP North Carolina & Virginia September 2013 - February 2014
Fidelity Investments 2008 - 2013
Strategic Therapy Associates 2007 - 2007
Skills
Employee Benefits, Benefits Administration, Employee Relations, COBRA, Open Enrollment, 401k, Human Resources, Policy, Retirement, Pensions, Onboarding, HRIS, Outlook, Employee Engagement, Defined Benefit, Disability Insurance, Microsoft Office, Fixed Annuities, 403 b, Consulting, Face to Face..., Vision, Life Insurance, Critical Illness, Accident Insurance, Customer Service, Conflict Resolution, FMLA
Education
Liberty University 2005 — 2008
Bachelor of Science (B.S.)
Western Carolina University 2003 — 2005
Easter Seals UCP North Carolina & Virginia February 2014 - Present
Easter Seals UCP North Carolina & Virginia September 2013 - February 2014
Fidelity Investments 2008 - 2013
Strategic Therapy Associates 2007 - 2007
Skills
Employee Benefits, Benefits Administration, Employee Relations, COBRA, Open Enrollment, 401k, Human Resources, Policy, Retirement, Pensions, Onboarding, HRIS, Outlook, Employee Engagement, Defined Benefit, Disability Insurance, Microsoft Office, Fixed Annuities, 403 b, Consulting, Face to Face..., Vision, Life Insurance, Critical Illness, Accident Insurance, Customer Service, Conflict Resolution, FMLA
Education
Liberty University 2005 — 2008
Bachelor of Science (B.S.)
Western Carolina University 2003 — 2005
Michael Aquilino, CFP® Michael Aquilino, CFP®'s Fidelity Investments Experience March 2012 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Charles Schwab 2009 - 2012
PNC 2008 - 2009
Ameriprise Financial Services, Inc. 2007 - 2008
Skills
Certified Financial..., Wealth Management, Retirement Planning
Education
Liberty University 2004 — 2008
Bachelor of Science (BS)
Fidelity Investments March 2012 - Present
Charles Schwab 2009 - 2012
PNC 2008 - 2009
Ameriprise Financial Services, Inc. 2007 - 2008
Skills
Certified Financial..., Wealth Management, Retirement Planning
Education
Liberty University 2004 — 2008
Bachelor of Science (BS)
Patricia Garrity Patricia Garrity's Fidelity Investments Experience 2007 - Present
Job Vice President Talent at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Garrity Consulting January 2000 - April 2007
Scudder Investments February 1990 - January 2000
Wang Laboratories January 1982 - January 1990
Skills
Performance Consulting, Financial Services, Talent Management, Change Management, Performance Management, Organizational..., Leadership Development, Succession Planning, Needs Analysis, Program Management, Relationship Management, Management Consulting, Coaching, Organizational..., Strategic Planning, Training Delivery, Executive Coaching, Workshop Facilitation, Blended Learning, Team Leadership, Organizational Design, Instructional Design, Vendor Management, Recruiting, Budgets, Virtual Teams, Building Relationships, Stakeholder Engagement, Project Management, Interviews, Consulting, Management Development, Employee Engagement, Executive Management, 360 Feedback, Career Development, Onboarding, Workforce Planning, Executive Development, Performance Improvement, E-Learning, MBTI, Leadership, Learning Management, Training, Human Resources, Employee Training, Employee Relations, Employee Benefits
Education
Lesley University 1992 — 1993
MS, Training & Development
Regis College 1976 — 1982
BA, English and Communications
Fidelity Investments 2007 - Present
Garrity Consulting January 2000 - April 2007
Scudder Investments February 1990 - January 2000
Wang Laboratories January 1982 - January 1990
Skills
Performance Consulting, Financial Services, Talent Management, Change Management, Performance Management, Organizational..., Leadership Development, Succession Planning, Needs Analysis, Program Management, Relationship Management, Management Consulting, Coaching, Organizational..., Strategic Planning, Training Delivery, Executive Coaching, Workshop Facilitation, Blended Learning, Team Leadership, Organizational Design, Instructional Design, Vendor Management, Recruiting, Budgets, Virtual Teams, Building Relationships, Stakeholder Engagement, Project Management, Interviews, Consulting, Management Development, Employee Engagement, Executive Management, 360 Feedback, Career Development, Onboarding, Workforce Planning, Executive Development, Performance Improvement, E-Learning, MBTI, Leadership, Learning Management, Training, Human Resources, Employee Training, Employee Relations, Employee Benefits
Education
Lesley University 1992 — 1993
MS, Training & Development
Regis College 1976 — 1982
BA, English and Communications
Jessica Fee Jessica Fee's Fidelity Investments Experience September 2011 - Present
Job User Experience Design Operations Analyst
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
Fidelity Investments September 2011 - October 2014
The Beehive February 2011 - August 2011
Grafton Street Pub & Grill August 2008 - January 2011
Margaritas Restaurants June 2006 - August 2008
Great Bay Community College 2007 - 2008
Skills
User Experience, Information Architecture, User Experience Design, WordPress, Usability, Content Management, Web Design, Social Media, User Interface Design, CSS, Photoshop, Usability Testing, Leadership, Wireframes, SEO
Education
Lesley University 2009 — 2011
Secondary Education and Teaching
University of New Hampshire 2003 — 2007
B.A., English
Fidelity Investments September 2011 - Present
Fidelity Investments September 2011 - October 2014
The Beehive February 2011 - August 2011
Grafton Street Pub & Grill August 2008 - January 2011
Margaritas Restaurants June 2006 - August 2008
Great Bay Community College 2007 - 2008
Skills
User Experience, Information Architecture, User Experience Design, WordPress, Usability, Content Management, Web Design, Social Media, User Interface Design, CSS, Photoshop, Usability Testing, Leadership, Wireframes, SEO
Education
Lesley University 2009 — 2011
Secondary Education and Teaching
University of New Hampshire 2003 — 2007
B.A., English
Ralph Nee, CDCDP, CDCMP Ralph Nee, CDCDP, CDCMP's Fidelity Investments Experience December 2004 - Present
Job Director, Data Center Operations at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments December 2004 - Present
Fidelity Investments 2004 - June 2009
Fidelity Investments 1998 - 2008
CaraDonna Provisions, Inc. 1988 - 1998
Skills
SAS 70, SSAE 16, Six Sigma Yellow Belt, Enterprise IT Strategy, Staff Development &..., Vendor Relationships, Change Management, Process Improvement, Program Management, P & L / Budget..., Outsourcing &..., Data Center, Cisco Technologies, Cisco Wireless, ASHRAE, Electric Power, Cooling System, PDU, Due Diligence, Staff Development, Outsourcing, CAD, SAS70, Six Sigma, Telecommunications, Disaster Recovery, ITIL, Vendor Management, Management, Capacity Planning, IT Strategy, Incident Management, Infrastructure, Networking, SDLC, PMP, IT Operations, Enterprise Architecture, Team Management, Visio, Integration, Project Portfolio..., PMO, Enterprise Software, IT Service Management, Storage, Technical Support, kanban, Infrastructure..., SAN
Education
CNet / Data Center Dynamics / Data Specialties Inc. 2012 — 2012
CDCMP, Certified Data Center Management Professional, CDCMP, Certified Data Center Management Professional
CNet / Data Center Dynamics / Data Specialties Inc. 2011 — 2011
CDCDP, Certified Data Center Design Professional, CDCDP, Certified Data Center Design Professional
Northeastern University 2009 — 2010
MS, Leadership
Lesley University 2005 — 2009
Bachelor of Arts in Behavioral Science, Business Management
Fidelity Investments December 2004 - Present
Fidelity Investments 2004 - June 2009
Fidelity Investments 1998 - 2008
CaraDonna Provisions, Inc. 1988 - 1998
Skills
SAS 70, SSAE 16, Six Sigma Yellow Belt, Enterprise IT Strategy, Staff Development &..., Vendor Relationships, Change Management, Process Improvement, Program Management, P & L / Budget..., Outsourcing &..., Data Center, Cisco Technologies, Cisco Wireless, ASHRAE, Electric Power, Cooling System, PDU, Due Diligence, Staff Development, Outsourcing, CAD, SAS70, Six Sigma, Telecommunications, Disaster Recovery, ITIL, Vendor Management, Management, Capacity Planning, IT Strategy, Incident Management, Infrastructure, Networking, SDLC, PMP, IT Operations, Enterprise Architecture, Team Management, Visio, Integration, Project Portfolio..., PMO, Enterprise Software, IT Service Management, Storage, Technical Support, kanban, Infrastructure..., SAN
Education
CNet / Data Center Dynamics / Data Specialties Inc. 2012 — 2012
CDCMP, Certified Data Center Management Professional, CDCMP, Certified Data Center Management Professional
CNet / Data Center Dynamics / Data Specialties Inc. 2011 — 2011
CDCDP, Certified Data Center Design Professional, CDCDP, Certified Data Center Design Professional
Northeastern University 2009 — 2010
MS, Leadership
Lesley University 2005 — 2009
Bachelor of Arts in Behavioral Science, Business Management
Suzanne Demsey Weeks Suzanne Demsey Weeks's Fidelity Investments Experience July 2005 - February 2008
Job Product Marketing and Communications
Industry Marketing and Advertising
Experience
TIAA-CREF April 2010 - Present
Avid Technology July 2009 - March 2010
Fidelity Investments July 2005 - February 2008
Fidelity Investments August 2003 - July 2005
Fidelity Investments June 2000 - August 2003
Fidelity Investments June 1999 - June 2000
Fidelity Investments August 1997 - June 1999
Skills
Corporate Communications, Marketing Communications, Internal Communications, Editing, Communication Training, Employee Benefits, Strategic Planning, Financial Services, Newsletters, Process Improvement, Management, Product Marketing, Marketing Strategy, Proposal Writing
Education
Merrimack College 1999 — 2001
Certified Financial Planner classes
Lehigh University - College of Business and Economics 1989 — 1993
Bachelor of Science (B.S.), Marketing
TIAA-CREF April 2010 - Present
Avid Technology July 2009 - March 2010
Fidelity Investments July 2005 - February 2008
Fidelity Investments August 2003 - July 2005
Fidelity Investments June 2000 - August 2003
Fidelity Investments June 1999 - June 2000
Fidelity Investments August 1997 - June 1999
Skills
Corporate Communications, Marketing Communications, Internal Communications, Editing, Communication Training, Employee Benefits, Strategic Planning, Financial Services, Newsletters, Process Improvement, Management, Product Marketing, Marketing Strategy, Proposal Writing
Education
Merrimack College 1999 — 2001
Certified Financial Planner classes
Lehigh University - College of Business and Economics 1989 — 1993
Bachelor of Science (B.S.), Marketing
Bill Ahern's Fidelity Investments Experience 1986 - 2002
Job
Industry Computer Software
Experience
Town of Dunstable June 2008 - Present
SafetyNet Solutions 2002 - 2004
Fidelity Investments 1986 - 2002
Agent Science Technology 2000 - 2001
Agent Science Technology 2000 - 2001
Safetynet Solutions 1996 - 1997
Computervision 1981 - 1985
Skills
Emergency Services, Information Security, Information Technology, Leadership, Mutual Funds, Financial Services, Securities, Asset Managment, Relationship Management, Risk Management, Offshoring, Wealth Management, Vendor Management, Brokerage, Asset Management, Testing, Program Management, Business Analysis, PMP, Project Management, Enterprise Architecture, SDLC, Executive Management, Process Improvement, Integration, Management, Cross-functional Team..., Business Process..., Consulting, Project Planning, Software Development, Finance
Education
Lesley University 1986 — 1989
BS Business
Town of Dunstable June 2008 - Present
SafetyNet Solutions 2002 - 2004
Fidelity Investments 1986 - 2002
Agent Science Technology 2000 - 2001
Agent Science Technology 2000 - 2001
Safetynet Solutions 1996 - 1997
Computervision 1981 - 1985
Skills
Emergency Services, Information Security, Information Technology, Leadership, Mutual Funds, Financial Services, Securities, Asset Managment, Relationship Management, Risk Management, Offshoring, Wealth Management, Vendor Management, Brokerage, Asset Management, Testing, Program Management, Business Analysis, PMP, Project Management, Enterprise Architecture, SDLC, Executive Management, Process Improvement, Integration, Management, Cross-functional Team..., Business Process..., Consulting, Project Planning, Software Development, Finance
Education
Lesley University 1986 — 1989
BS Business
Lisa D'Aniello's Fidelity Investments Experience September 2005 - October 2013
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Charles Schwab, Retirement Business Services January 2014 - May 2015
Fidelity Investments September 2005 - October 2013
Fidelity Investments Institutional Services (FIIS) ♦ 2009 - 2011
Fidelity Investments Institutional Services (FIIS) ♦ 2006 - 2009
Fidelity Investments Institutional Services (FIIS) ♦ 2005 - 2006
Putnam Investments 1995 - 2004
Skills
Project Management, Mutual Funds, Vendor Management, PMO, Market Research, Cross-functional Team..., Process Improvement, Business Development, Strategy, Relationship Management, Analytics, Financial Services, Management, Business Planning, Segmentation, Marketing, Business Analysis, Program Management, Portfolio Management, Forecasting, Executive Management
Education
University of Phoenix
M.B.A, Marketing
Lesley University
B.S, Management
Charles Schwab June 2015 - Present
Charles Schwab, Retirement Business Services January 2014 - May 2015
Fidelity Investments September 2005 - October 2013
Fidelity Investments Institutional Services (FIIS) ♦ 2009 - 2011
Fidelity Investments Institutional Services (FIIS) ♦ 2006 - 2009
Fidelity Investments Institutional Services (FIIS) ♦ 2005 - 2006
Putnam Investments 1995 - 2004
Skills
Project Management, Mutual Funds, Vendor Management, PMO, Market Research, Cross-functional Team..., Process Improvement, Business Development, Strategy, Relationship Management, Analytics, Financial Services, Management, Business Planning, Segmentation, Marketing, Business Analysis, Program Management, Portfolio Management, Forecasting, Executive Management
Education
University of Phoenix
M.B.A, Marketing
Lesley University
B.S, Management
Will Blanchette, CFP® Will Blanchette, CFP®'s Fidelity Investments Experience April 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments November 2011 - March 2015
Fidelity Investments March 2008 - October 2011
Fidelity Investments February 2006 - March 2008
Skills
Investments, Mutual Funds, Portfolio Management, Securities, Fixed Income, Financial Services, Investment Strategies, Bonds, Investment Advisory, Capital Markets, Trading, Finance, ETFs, Options, FINRA, Estate Planning, CRM, Structured Products, Management
Education
Liberty University
Masters - MAML, Business
Merrimack College
Financial Planning and Services
Pensacola Christian College
Bachelor of Science (BS)
Fidelity Investments April 2015 - Present
Fidelity Investments November 2011 - March 2015
Fidelity Investments March 2008 - October 2011
Fidelity Investments February 2006 - March 2008
Skills
Investments, Mutual Funds, Portfolio Management, Securities, Fixed Income, Financial Services, Investment Strategies, Bonds, Investment Advisory, Capital Markets, Trading, Finance, ETFs, Options, FINRA, Estate Planning, CRM, Structured Products, Management
Education
Liberty University
Masters - MAML, Business
Merrimack College
Financial Planning and Services
Pensacola Christian College
Bachelor of Science (BS)
Linda Stensgaard's Fidelity Investments Experience August 1990 - September 1999
Job Connecting Small Business to Big Talent
Industry Staffing and Recruiting
Experience
Supporting Strategies January 2012 - August 2015
501 Partners 2012 - 2013
Emerson Ecologics June 2009 - January 2010
Accellent July 2008 - March 2009
Health Dialog January 2006 - December 2007
Beth Israel Deaconess Medical Center July 2002 - June 2005
Tofias October 2001 - January 2002
State Street Global Advisors 2000 - 2001
King & Bishop September 1999 - January 2000
Fidelity Investments August 1990 - September 1999
Skills
Training, Recruiting, Sourcing, Human Resources, Employee Relations, Consulting, Search, Hiring, Management, Organizational..., Performance Management, SDLC, Temporary Placement, Onboarding, Talent Acquisition
Education
Lesley University
BS, Business Management
Supporting Strategies January 2012 - August 2015
501 Partners 2012 - 2013
Emerson Ecologics June 2009 - January 2010
Accellent July 2008 - March 2009
Health Dialog January 2006 - December 2007
Beth Israel Deaconess Medical Center July 2002 - June 2005
Tofias October 2001 - January 2002
State Street Global Advisors 2000 - 2001
King & Bishop September 1999 - January 2000
Fidelity Investments August 1990 - September 1999
Skills
Training, Recruiting, Sourcing, Human Resources, Employee Relations, Consulting, Search, Hiring, Management, Organizational..., Performance Management, SDLC, Temporary Placement, Onboarding, Talent Acquisition
Education
Lesley University
BS, Business Management
Joe Pugliese's Fidelity Investments Experience December 2014 - July 2015
Job Graduated from Pace University
Industry Financial Services
Experience
First Republic Bank September 2015 - Present
Fidelity Investments December 2014 - July 2015
Long island Force baseball September 2014 - December 2014
First Investors June 2014 - September 2014
Day and Night Vending September 2009 - May 2014
Village Bagel and Deli December 2012 - August 2013
Skills
Baseball, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, MAC OS X Tiger, Research, Teamwork, Photoshop, Social Media, Public Speaking, Food Industry, Data Entry
Education
Pace University 2011 — 2014
Bachelor's degree, Business management and Minor in Psychology
Lenoir-Rhyne College
First Republic Bank September 2015 - Present
Fidelity Investments December 2014 - July 2015
Long island Force baseball September 2014 - December 2014
First Investors June 2014 - September 2014
Day and Night Vending September 2009 - May 2014
Village Bagel and Deli December 2012 - August 2013
Skills
Baseball, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, MAC OS X Tiger, Research, Teamwork, Photoshop, Social Media, Public Speaking, Food Industry, Data Entry
Education
Pace University 2011 — 2014
Bachelor's degree, Business management and Minor in Psychology
Lenoir-Rhyne College
Frank Margiotto Frank Margiotto's Fidelity Investments Experience March 2015 - Present
Job VP, Relationship Manager at Fidelity Institutional Wealth Services
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Schwab Advisor Services at Charles Schwab - Formerly Schwab Institutional Trading April 2009 - March 2015
Pershing April 2007 - April 2009
UBS Investment Bank July 2006 - April 2007
Barclays Capital 2005 - 2006
Merrill Lynch 2002 - 2005
Education
Lehigh University - College of Business and Economics 1997 — 2001
BS, Finance
Fidelity Investments March 2015 - Present
Schwab Advisor Services at Charles Schwab - Formerly Schwab Institutional Trading April 2009 - March 2015
Pershing April 2007 - April 2009
UBS Investment Bank July 2006 - April 2007
Barclays Capital 2005 - 2006
Merrill Lynch 2002 - 2005
Education
Lehigh University - College of Business and Economics 1997 — 2001
BS, Finance
NOAH GEORGE NOAH GEORGE's Fidelity Investments Experience May 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Insurance
Experience
Fidelity Investments May 2015 - Present
Progressive Insurance January 2012 - September 2013
The Cheapest Tire .com January 2009 - February 2011
BronxNet Community Television January 1998 - January 2001
Education
Liberty University
Master's Degree, Human Services
Nazarene Bible College
Bachelor's degree, Clinical Counseling/Patient Counseling
University of Phoenix
Associate's degree, Business Administration and Management, General
Fidelity Investments May 2015 - Present
Progressive Insurance January 2012 - September 2013
The Cheapest Tire .com January 2009 - February 2011
BronxNet Community Television January 1998 - January 2001
Education
Liberty University
Master's Degree, Human Services
Nazarene Bible College
Bachelor's degree, Clinical Counseling/Patient Counseling
University of Phoenix
Associate's degree, Business Administration and Management, General
Bruce Southers, MBA, SCPM Bruce Southers, MBA, SCPM's Fidelity Investments Experience August 2015 - Present
Job Project Manager, Fund Actions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Nationwide Financial February 2009 - Present
Keegan's Spirit Foundation June 2009 - Present
Ameritas January 2007 - February 2009
Fidelity Investments October 1998 - January 2007
Skills
Leadership, Financial Services, Relationship Management, Project Management, 401k, Retirement Planning, Mutual Funds, Insurance, Client Services, Retirement, Series 7, Client Service, Series 6, Securities, Management, Pensions, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Strategic Planning, Operations Management, Business Strategy, Change Management, Business Process, Process Improvement, Stakeholder Management, Business Development
Education
Stanford University 2013 — 2014
Stanford Certified Project Manager Certificate, Project Management
University of Kentucky 1988 — 1992
BA, Psychology
Liberty University 2005 — 2008
MBA, Business Administration, 3.7 GPA
Fidelity Investments August 2015 - Present
Nationwide Financial February 2009 - Present
Keegan's Spirit Foundation June 2009 - Present
Ameritas January 2007 - February 2009
Fidelity Investments October 1998 - January 2007
Skills
Leadership, Financial Services, Relationship Management, Project Management, 401k, Retirement Planning, Mutual Funds, Insurance, Client Services, Retirement, Series 7, Client Service, Series 6, Securities, Management, Pensions, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Strategic Planning, Operations Management, Business Strategy, Change Management, Business Process, Process Improvement, Stakeholder Management, Business Development
Education
Stanford University 2013 — 2014
Stanford Certified Project Manager Certificate, Project Management
University of Kentucky 1988 — 1992
BA, Psychology
Liberty University 2005 — 2008
MBA, Business Administration, 3.7 GPA
Alicia Reddin M.Ed.'s Fidelity Investments Experience November 2013 - September 2014
Job Veteran Services Officer at MelroseWakefieldSaugus Veteran Services District
Industry E-Learning
Experience
Lesley University January 2014 - Present
City of Melrose February 2015 - Present
Commonwealth of Massachusetts 2014 - 2015
Fidelity Investments November 2013 - September 2014
US Navy May 2006 - April 2014
Fidelity Investments September 2012 - November 2013
District of Hingham/Scituate January 2011 - September 2012
North Shore Community College October 2010 - September 2011
Skills
Training, Program Management, Leadership, Career Development, Military, Microsoft Office, Management, Navy, Recruiting, Interviews, Leadership Development, Public Speaking, Higher Education, Career Counseling, Human Development, Project Management, Team Building, Human Resources, Organizational..., Software Documentation, Child Development, Organizational Learning, Team Leadership, Adult Education, Educational Technology, Grant Writing, HTML emails, HTML, Social Media, Organizational..., Microsoft Word, PowerPoint development, PowerPoint, Microsoft Excel, Microsoft Exchange, Veterans Benefits, Veterans Affairs, Veterans Administration, Employee Engagement, Employee Relations, Staff Development, Resume Writing, Community Outreach, Workshop Facilitation, E-Learning, Instructional Design, University Teaching, Sexuality Education, E-Learning Consulting, Guest Lecturing
Education
Lesley University 2014 — 2017
PhD in Educational Studies, Adult Learning Specialization
Northeastern University 2012 — 2013
Master of Education, Learning and Instruction; Leadership
Lesley University 2011 — 2012
Bachelor of Arts, Human Development
North Shore Community College 2009 — 2010
Associate Degree, Drug/Alcohol Rehabilitation Counseling
Lesley University January 2014 - Present
City of Melrose February 2015 - Present
Commonwealth of Massachusetts 2014 - 2015
Fidelity Investments November 2013 - September 2014
US Navy May 2006 - April 2014
Fidelity Investments September 2012 - November 2013
District of Hingham/Scituate January 2011 - September 2012
North Shore Community College October 2010 - September 2011
Skills
Training, Program Management, Leadership, Career Development, Military, Microsoft Office, Management, Navy, Recruiting, Interviews, Leadership Development, Public Speaking, Higher Education, Career Counseling, Human Development, Project Management, Team Building, Human Resources, Organizational..., Software Documentation, Child Development, Organizational Learning, Team Leadership, Adult Education, Educational Technology, Grant Writing, HTML emails, HTML, Social Media, Organizational..., Microsoft Word, PowerPoint development, PowerPoint, Microsoft Excel, Microsoft Exchange, Veterans Benefits, Veterans Affairs, Veterans Administration, Employee Engagement, Employee Relations, Staff Development, Resume Writing, Community Outreach, Workshop Facilitation, E-Learning, Instructional Design, University Teaching, Sexuality Education, E-Learning Consulting, Guest Lecturing
Education
Lesley University 2014 — 2017
PhD in Educational Studies, Adult Learning Specialization
Northeastern University 2012 — 2013
Master of Education, Learning and Instruction; Leadership
Lesley University 2011 — 2012
Bachelor of Arts, Human Development
North Shore Community College 2009 — 2010
Associate Degree, Drug/Alcohol Rehabilitation Counseling
Daniel Latimer Daniel Latimer's Fidelity Investments Experience September 2010 - May 2014
Job Cinematographer and Storyteller
Industry Motion Pictures and Film
Experience
Fidelity Investments September 2010 - May 2014
Latimer Studios June 2012 - Present
Fidelity Investments May 2007 - September 2010
Skills
Microsoft Excel, Mutual Funds, Customer Service, Leadership, Social Media, Social Networking, Strategic Planning, Investments, Employee Benefits, Budgets, Marketing Strategy, Social Media Marketing, Editing
Education
University of North Texas 2001 — 2008
B.S., Radio, Television, and Film
Liberty University
Accounting
Fidelity Investments September 2010 - May 2014
Latimer Studios June 2012 - Present
Fidelity Investments May 2007 - September 2010
Skills
Microsoft Excel, Mutual Funds, Customer Service, Leadership, Social Media, Social Networking, Strategic Planning, Investments, Employee Benefits, Budgets, Marketing Strategy, Social Media Marketing, Editing
Education
University of North Texas 2001 — 2008
B.S., Radio, Television, and Film
Liberty University
Accounting
Sam Stull, MBA Sam Stull, MBA's Fidelity Investments Experience January 2004 - September 2008
Job Regional Sales Representative
Industry Computer Software
Experience
QuestCDN May 2015 - Present
SiteMinder November 2014 - April 2015
JPMorgan Chase & Co. July 2013 - August 2014
TD Ameritrade September 2008 - July 2013
Fidelity Investments January 2004 - September 2008
Skills
Strategy, Project Management, Due Diligence, Negotiation, Team Building, Business Development, Leadership, Sales, New Business Development, Salesforce.com, Direct Sales, Sales Process, SaaS, CRM, Account Management, Solution Selling, Management
Education
LeTourneau University 2004 — 2006
Master of Business Administration (M.B.A.), Finance and Financial Management Services
LeTourneau University 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
QuestCDN May 2015 - Present
SiteMinder November 2014 - April 2015
JPMorgan Chase & Co. July 2013 - August 2014
TD Ameritrade September 2008 - July 2013
Fidelity Investments January 2004 - September 2008
Skills
Strategy, Project Management, Due Diligence, Negotiation, Team Building, Business Development, Leadership, Sales, New Business Development, Salesforce.com, Direct Sales, Sales Process, SaaS, CRM, Account Management, Solution Selling, Management
Education
LeTourneau University 2004 — 2006
Master of Business Administration (M.B.A.), Finance and Financial Management Services
LeTourneau University 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
Ann Lorbes Ann Lorbes's Fidelity Investments Experience March 2015 - Present
Job Diversity and Inclusion
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments 2013 - Present
Fidelity Investments October 2010 - 2013
Fidelity Investments 2009 - November 2010
Skills
Program Management, Training, Talent Management, Instructional Design, Leadership, CRM, Management, Instructor-led Training, Performance Consulting, Call Centers, Strategic Planning, Learning Management..., Adult Education, Needs Analysis, Human Resources, Learning Management
Education
Lesley University 1998 — 2001
Master of Science, Training and Development
Bentley College
Certificate, Project Management
State University of New York College at Cortland 1994 — 1995
1 yr of study, Experimental Psychology
HCI
Massachusetts College
Liberal Arts, Bachelor, Psychology
Phillips
Certificate graduate, 2010
Fidelity Investments March 2015 - Present
Fidelity Investments 2013 - Present
Fidelity Investments October 2010 - 2013
Fidelity Investments 2009 - November 2010
Skills
Program Management, Training, Talent Management, Instructional Design, Leadership, CRM, Management, Instructor-led Training, Performance Consulting, Call Centers, Strategic Planning, Learning Management..., Adult Education, Needs Analysis, Human Resources, Learning Management
Education
Lesley University 1998 — 2001
Master of Science, Training and Development
Bentley College
Certificate, Project Management
State University of New York College at Cortland 1994 — 1995
1 yr of study, Experimental Psychology
HCI
Massachusetts College
Liberal Arts, Bachelor, Psychology
Phillips
Certificate graduate, 2010
Patty Shaughnessy Patty Shaughnessy's Fidelity Investments Experience January 1985 - January 1991
Job Buyer at Whole Foods Market
Industry Food Production
Experience
Whole Foods Market January 2005 - Present
Whole Foods Market January 1991 - April 2005
Fidelity Investments January 1985 - January 1991
J.C. Hillary’s Restaurant January 1983 - January 1985
United Investment Counsel January 1981 - January 1983
Skills
Purchasing, Grocery, Private Label, Inventory Management, Merchandising, Inventory Control, Planograms, Retail, Procurement, CPFR, Purchase Management, Retail Category..., Supply Chain, Supply Management, Pricing, Invoicing, Account Reconciliation, Payroll
Education
Quincy College 1998 — 2002
Associate in Business Administration and Management, Business Administration/Management
Lesley College 1980 — 1981
Guidance Counseling
Boston State College 1979 — 1980
Elementary Education
Quincy College
A.S, Business Administration
Whole Foods Market January 2005 - Present
Whole Foods Market January 1991 - April 2005
Fidelity Investments January 1985 - January 1991
J.C. Hillary’s Restaurant January 1983 - January 1985
United Investment Counsel January 1981 - January 1983
Skills
Purchasing, Grocery, Private Label, Inventory Management, Merchandising, Inventory Control, Planograms, Retail, Procurement, CPFR, Purchase Management, Retail Category..., Supply Chain, Supply Management, Pricing, Invoicing, Account Reconciliation, Payroll
Education
Quincy College 1998 — 2002
Associate in Business Administration and Management, Business Administration/Management
Lesley College 1980 — 1981
Guidance Counseling
Boston State College 1979 — 1980
Elementary Education
Quincy College
A.S, Business Administration
Elizabeth Cooke, CPA's Fidelity Investments Experience April 2006 - May 2008
Job Manager, Corporate Accounting at Biogen Idec
Industry Accounting
Experience
Biogen Idec October 2014 - Present
Biogen Idec September 2013 - October 2014
Boston Scientific July 2011 - September 2013
Ernst & Young January 2010 - July 2011
Fidelity Investments April 2006 - May 2008
Fidelity Charitable November 2004 - April 2006
Skills
Auditing, General Ledger, Policy, Financial Risk, Internal Audit, Financial Analysis, Accounting, Financial Reporting, Sarbanes-Oxley Act, Process Improvement, Risk Management, Internal Controls, Microsoft Excel, Financial Accounting, Business Analysis
Education
Northeastern University 2008 — 2009
Master of Accounting/MBA
Lesley University 2000 — 2004
Bachelor of Science, Counseling/Psychology
Biogen Idec October 2014 - Present
Biogen Idec September 2013 - October 2014
Boston Scientific July 2011 - September 2013
Ernst & Young January 2010 - July 2011
Fidelity Investments April 2006 - May 2008
Fidelity Charitable November 2004 - April 2006
Skills
Auditing, General Ledger, Policy, Financial Risk, Internal Audit, Financial Analysis, Accounting, Financial Reporting, Sarbanes-Oxley Act, Process Improvement, Risk Management, Internal Controls, Microsoft Excel, Financial Accounting, Business Analysis
Education
Northeastern University 2008 — 2009
Master of Accounting/MBA
Lesley University 2000 — 2004
Bachelor of Science, Counseling/Psychology
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
Bryan Choate Bryan Choate's Fidelity Investments Experience February 1989 - June 1996
Job Connection Coordinator at Trinity Bible Church
Industry Insurance
Experience
Trinity Bible Church July 2012 - Present
The Development Alliance January 2012 - August 2012
Wallace Insurance Agency October 2011 - March 2012
Bryan Choate Allstate Agency January 2008 - August 2011
Allstate Insurance October 2003 - October 2007
Charles Schwab July 1998 - October 2003
Principal Financial Group June 1996 - June 1998
Fidelity Investments February 1989 - June 1996
Education
The University of Dallas 1992 — 1995
MBA, Financial Services
Liberty University 1986 — 1988
BS, Finance
Trinity Bible Church July 2012 - Present
The Development Alliance January 2012 - August 2012
Wallace Insurance Agency October 2011 - March 2012
Bryan Choate Allstate Agency January 2008 - August 2011
Allstate Insurance October 2003 - October 2007
Charles Schwab July 1998 - October 2003
Principal Financial Group June 1996 - June 1998
Fidelity Investments February 1989 - June 1996
Education
The University of Dallas 1992 — 1995
MBA, Financial Services
Liberty University 1986 — 1988
BS, Finance
Cindy Howell Cindy Howell's Fidelity Investments Experience February 2014 - Present
Job Staffing Director at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments February 2014 - Present
Fidelity Investments June 2007 - February 2014
Fidelity Investments December 2002 - June 2007
Oryx Energy Company, Inc. October 1983 - April 1994
Skills
Talent Management, Human Resources, Technical Recruiting, College Recruiting, Organizational..., Change Management, Talent Acquisition, Strategy, Relationship Management, Management, Leadership, Succession Planning, Coaching, Workforce Planning
Education
LeTourneau University 1998 — 2000
BBM, Business
Fidelity Investments February 2014 - Present
Fidelity Investments June 2007 - February 2014
Fidelity Investments December 2002 - June 2007
Oryx Energy Company, Inc. October 1983 - April 1994
Skills
Talent Management, Human Resources, Technical Recruiting, College Recruiting, Organizational..., Change Management, Talent Acquisition, Strategy, Relationship Management, Management, Leadership, Succession Planning, Coaching, Workforce Planning
Education
LeTourneau University 1998 — 2000
BBM, Business
Steven DeFinis Steven DeFinis's Fidelity Investments Experience February 2006 - December 2008
Job Senior Manager, IT Project Services at Staples
Industry Financial Services
Experience
Staples October 2009 - Present
Fidelity Investments February 2006 - December 2008
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 1995 - 2000
Fidelity Investments 1992 - 1995
Fidelity Investments 1989 - 1992
Fidelity Investments 1987 - 1989
Skills
Program Management, Management, ITIL, Infrastructure, Data Center, Disaster Recovery, Vendor Management, PMP, Integration, Change Management, SDLC, Team Leadership, Networking, Technical Support, Project Planning, Software Development, Process Improvement, Leadership, Project Management, Outsourcing, Visio, IT Operations, Cloud Computing, Governance, IT Strategy, IT Management, Information Technology, PMO, Enterprise Architecture, Business Analysis, Business Process..., Cross-functional Team..., Software Project..., Requirements Analysis, Business Process, IT Service Management, Business Intelligence, Project Portfolio..., Enterprise Software, Systems Analysis, Security, Requirements Gathering, Resource Management
Education
Suffolk University 1996 — 1999
MBA, Business Administration
Lesley University
B.S., Management
Northeastern University
Certification, Voice and Data Technology
Staples October 2009 - Present
Fidelity Investments February 2006 - December 2008
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 1995 - 2000
Fidelity Investments 1992 - 1995
Fidelity Investments 1989 - 1992
Fidelity Investments 1987 - 1989
Skills
Program Management, Management, ITIL, Infrastructure, Data Center, Disaster Recovery, Vendor Management, PMP, Integration, Change Management, SDLC, Team Leadership, Networking, Technical Support, Project Planning, Software Development, Process Improvement, Leadership, Project Management, Outsourcing, Visio, IT Operations, Cloud Computing, Governance, IT Strategy, IT Management, Information Technology, PMO, Enterprise Architecture, Business Analysis, Business Process..., Cross-functional Team..., Software Project..., Requirements Analysis, Business Process, IT Service Management, Business Intelligence, Project Portfolio..., Enterprise Software, Systems Analysis, Security, Requirements Gathering, Resource Management
Education
Suffolk University 1996 — 1999
MBA, Business Administration
Lesley University
B.S., Management
Northeastern University
Certification, Voice and Data Technology
Cheryl Lynn Owens Cheryl Lynn Owens's Fidelity Investments Experience January 2001 - December 2008
Job Chief Executive Officer at The Blue Alchemy Group, LLC
Industry Writing and Editing
Experience
Baltimore City Public Schools June 2013 - Present
The Blue Alchemy Group, LLC August 2012 - Present
Mahogany Black February 2012 - Present
Global Evaluation and Applied Research Solutions June 2012 - January 2013
Ethnic Expressions May 2004 - December 2011
Office Team September 2011 - November 2011
Nutricia North America May 2011 - August 2011
Westat January 2009 - January 2010
Fidelity Investments January 2001 - December 2008
Fidelity Family Office Services January 2001 - December 2008
Skills
Art, Outlook, PowerPoint, Microsoft Word, Customer Service, Lotus Notes, Marketing, Microsoft Excel, Spreadsheets, Microsoft Office, Project Management, Sales, Budget, Access, Fundraising, Newsletters, Event Planning, Adobe Acrobat, Social Media, Project Planning, Team Building, Administrative..., Research, Event Management, Editing, QuickBooks, Team Leadership, Leadership, Public Speaking, Strategic Planning, Photoshop, Visio, Office Management, Healthcare, Inventory Management, Time Management, Budgets, Training, Social Networking, Program Management, Human Resources, Management
Education
The George Washington University 2010 — 2011
Masters of Fine Arts, Interior Design
Lesley University 2005 — 2008
Graduate, American Studies
West Roxbury High School 1983 — 1987
HS Diploma, College
Baltimore City Public Schools June 2013 - Present
The Blue Alchemy Group, LLC August 2012 - Present
Mahogany Black February 2012 - Present
Global Evaluation and Applied Research Solutions June 2012 - January 2013
Ethnic Expressions May 2004 - December 2011
Office Team September 2011 - November 2011
Nutricia North America May 2011 - August 2011
Westat January 2009 - January 2010
Fidelity Investments January 2001 - December 2008
Fidelity Family Office Services January 2001 - December 2008
Skills
Art, Outlook, PowerPoint, Microsoft Word, Customer Service, Lotus Notes, Marketing, Microsoft Excel, Spreadsheets, Microsoft Office, Project Management, Sales, Budget, Access, Fundraising, Newsletters, Event Planning, Adobe Acrobat, Social Media, Project Planning, Team Building, Administrative..., Research, Event Management, Editing, QuickBooks, Team Leadership, Leadership, Public Speaking, Strategic Planning, Photoshop, Visio, Office Management, Healthcare, Inventory Management, Time Management, Budgets, Training, Social Networking, Program Management, Human Resources, Management
Education
The George Washington University 2010 — 2011
Masters of Fine Arts, Interior Design
Lesley University 2005 — 2008
Graduate, American Studies
West Roxbury High School 1983 — 1987
HS Diploma, College
Carol Trio's Fidelity Investments Experience Publications ManagerData General/EMC1980 - 1999
Job Marketing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Publications ManagerData General/EMC1980 - 1999
Education
Lesley University
MS, Management
Northeastern University
Fidelity Investments Publications ManagerData General/EMC1980 - 1999
Education
Lesley University
MS, Management
Northeastern University
Colleen Tucker's Fidelity Investments Experience 1998 - 1998
Job Director of Human Resources at Momenta Pharmaceuticals
Industry Human Resources
Experience
Momenta Pharmaceuticals July 2007 - Present
Aviva August 2000 - June 2007
Island Oasis August 1998 - July 2000
Fidelity Investments 1998 - 1998
Strategic Outsourcing 1997 - 1998
Skills
Employee Relations, Performance Management, Recruiting, Organizational..., Deferred Compensation, Employee Benefits, Employee Training, Onboarding, Talent Acquisition, HRIS, Talent Management, Succession Planning, Leadership, HR Policies, Benefits Administration, Hiring, Employee Engagement, Career Development, Temporary Placement, College Recruiting, Change Management, Personnel Management, Applicant Tracking..., Sourcing, HR Consulting, Human Resources, Management, Workforce Planning, Organizational Design, Process Improvement, New Hire Orientations, Training, Organizational..., Employment Law, Employer Branding, Compensation & Benefit, Job Descriptions, Interviews, Compensation & Benefits, Internet Recruiting
Education
Lesley University 2002 — 2005
Master of Science, Human Resource Management
Providence College 1992 — 1996
BA, Psychology
Momenta Pharmaceuticals July 2007 - Present
Aviva August 2000 - June 2007
Island Oasis August 1998 - July 2000
Fidelity Investments 1998 - 1998
Strategic Outsourcing 1997 - 1998
Skills
Employee Relations, Performance Management, Recruiting, Organizational..., Deferred Compensation, Employee Benefits, Employee Training, Onboarding, Talent Acquisition, HRIS, Talent Management, Succession Planning, Leadership, HR Policies, Benefits Administration, Hiring, Employee Engagement, Career Development, Temporary Placement, College Recruiting, Change Management, Personnel Management, Applicant Tracking..., Sourcing, HR Consulting, Human Resources, Management, Workforce Planning, Organizational Design, Process Improvement, New Hire Orientations, Training, Organizational..., Employment Law, Employer Branding, Compensation & Benefit, Job Descriptions, Interviews, Compensation & Benefits, Internet Recruiting
Education
Lesley University 2002 — 2005
Master of Science, Human Resource Management
Providence College 1992 — 1996
BA, Psychology
Michael Vaughan,'s Fidelity Investments Experience March 2006 - September 2007
Job Advisor Talent Management at CVS Caremark Corporation
Industry Human Resources
Experience
CVS Caremark Corporation August 2013 - Present
Liberty Mutual Insurance September 2007 - July 2013
Fidelity Investments March 2006 - September 2007
Fidelity Investments September 2003 - March 2006
Fidelity Investments September 2002 - September 2003
Fidelity Investments March 2000 - September 2002
Skills
SDLC, Business Analysis, Requirements Analysis, Visio, Systems Analysis, Vendor Management, Business Requirements, SharePoint, Process Improvement
Education
Lesley University 2001 — 2003
Masters
Westfield State University 1995 — 2000
Bachelor
CVS Caremark Corporation August 2013 - Present
Liberty Mutual Insurance September 2007 - July 2013
Fidelity Investments March 2006 - September 2007
Fidelity Investments September 2003 - March 2006
Fidelity Investments September 2002 - September 2003
Fidelity Investments March 2000 - September 2002
Skills
SDLC, Business Analysis, Requirements Analysis, Visio, Systems Analysis, Vendor Management, Business Requirements, SharePoint, Process Improvement
Education
Lesley University 2001 — 2003
Masters
Westfield State University 1995 — 2000
Bachelor
Julie Dumas's Fidelity Investments Experience May 2007 - September 2007
Job
Industry Information Technology and Services
Experience
Monster Worldwide July 2013 - Present
Orasys Consulting May 2009 - Present
Akamai Technologies July 2012 - January 2013
Starent Networks March 2008 - December 2008
Fidelity Investments May 2007 - September 2007
Biogen Idec June 2006 - March 2007
Teradyne May 2005 - June 2006
Core Apps, Inc. September 2003 - April 2005
Sonus Networks April 2001 - August 2003
Oracle Corporation December 2000 - March 2001
Skills
Oracle HR, Oracle Discoverer, GL, Financial Analysis, Functional Requirements, E-procurement, Accounts Payable, Inventory, Expenses, Shipping, Bill of Materials, Oracle E-Business Suite, Oracle Applications, ERP, Oracle, Requirements Analysis, Business Process, Financials, Requirements Gathering, Procure-to-Pay, Fixed Assets, General Ledger, Business Process..., SDLC, Software Documentation, Analysis, Integration, Business Analysis, Software Project..., Accounts Receivable, Project Management, Business Process Design, Sarbanes-Oxley Act, Enterprise Software, Visio, Software Implementation, Cash Management, Toad, Cross-functional Team..., Process Improvement, Management, Order Management, Data Migration
Education
Lesley University 1991 — 1995
B.S., Dual Major: Management and Natural Sciences: Math and Computers
Monster Worldwide July 2013 - Present
Orasys Consulting May 2009 - Present
Akamai Technologies July 2012 - January 2013
Starent Networks March 2008 - December 2008
Fidelity Investments May 2007 - September 2007
Biogen Idec June 2006 - March 2007
Teradyne May 2005 - June 2006
Core Apps, Inc. September 2003 - April 2005
Sonus Networks April 2001 - August 2003
Oracle Corporation December 2000 - March 2001
Skills
Oracle HR, Oracle Discoverer, GL, Financial Analysis, Functional Requirements, E-procurement, Accounts Payable, Inventory, Expenses, Shipping, Bill of Materials, Oracle E-Business Suite, Oracle Applications, ERP, Oracle, Requirements Analysis, Business Process, Financials, Requirements Gathering, Procure-to-Pay, Fixed Assets, General Ledger, Business Process..., SDLC, Software Documentation, Analysis, Integration, Business Analysis, Software Project..., Accounts Receivable, Project Management, Business Process Design, Sarbanes-Oxley Act, Enterprise Software, Visio, Software Implementation, Cash Management, Toad, Cross-functional Team..., Process Improvement, Management, Order Management, Data Migration
Education
Lesley University 1991 — 1995
B.S., Dual Major: Management and Natural Sciences: Math and Computers
Chuck Coffman's Fidelity Investments Experience September 2008 - Present
Job Senior Systems Analyst
Industry Financial Services
Experience
Fidelity Investments September 2008 - Present
Fidelity June 2007 - June 2008
Fidelity November 2000 - June 2007
Putnam Investments December 1995 - November 2000
Education
Lehigh University - College of Business and Economics
Master of Business Administration (MBA), Finance and Financial Management Services
Waynesburg University
BS, Finance/Management
Fidelity Investments September 2008 - Present
Fidelity June 2007 - June 2008
Fidelity November 2000 - June 2007
Putnam Investments December 1995 - November 2000
Education
Lehigh University - College of Business and Economics
Master of Business Administration (MBA), Finance and Financial Management Services
Waynesburg University
BS, Finance/Management
Erin Lovering's Fidelity Investments Experience Human Resources AssociateITT Sheraton1991 - 1992
Job Vice President, HR Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Human Resources AssociateITT Sheraton1991 - 1992
Skills
Human Resources, Talent Management, Leadership, Strategy, Organizational..., Leadership Development, Employee Relations, Employee Engagement, Management, Personnel Management, Deferred Compensation
Education
Lesley University 1995 — 1997
Masters, Human Resources and Behavioral Mgt
University of Massachusetts, Amherst 1988 — 1992
Fidelity Investments Human Resources AssociateITT Sheraton1991 - 1992
Skills
Human Resources, Talent Management, Leadership, Strategy, Organizational..., Leadership Development, Employee Relations, Employee Engagement, Management, Personnel Management, Deferred Compensation
Education
Lesley University 1995 — 1997
Masters, Human Resources and Behavioral Mgt
University of Massachusetts, Amherst 1988 — 1992
Catherine Gallo's Fidelity Investments Experience 1990 - 1996
Job Math Teacher at Remington Middle School
Industry Marketing and Advertising
Experience
Remington Middle School September 2009 - Present
Web Marketing Association 2003 - September 2009
Fidelity Investments 1990 - 1996
Education
Lesley University 1993 — 1995
M.S., Environmental Science
University of Connecticut 1986 — 1990
B.S., Finance
Remington Middle School September 2009 - Present
Web Marketing Association 2003 - September 2009
Fidelity Investments 1990 - 1996
Education
Lesley University 1993 — 1995
M.S., Environmental Science
University of Connecticut 1986 — 1990
B.S., Finance
Janice (Chase) Fennelly's Fidelity Investments Experience January 2004 - December 2013
Job Owner and Vending Consultant at New England Healthy Vending
Industry Food & Beverages
Experience
New England Healthy Vending June 2015 - Present
Fennelly Properties January 2011 - Present
Fidelity Investments January 2004 - December 2013
Fidelity Investments January 1996 - January 2004
Fidelity Investments December 1993 - January 1996
Fidelity Investments November 1991 - November 1993
Cellular One 1989 - 1991
General Cinema Corporation 1987 - 1989
Skills
Process Improvement, Finance, Program Management, Financial Services, Business Development, Team Building, Cross-functional Team..., Vendor Management, Analytics, Sales Operations, Job Coaching, Strategy, Business Process..., CRM, Presentation Skills, Business Intelligence, Strategic Planning, Analysis, Sales Support, Competitive Analysis, Accounting, Capital Budgeting, MS Project, Investment Management, Internal Audit, Quality Assurance, IBM BPM, Business Requirements, Data Governance
Education
Lesley University 1997 — 1999
Master of Science in Business Management, 3.75
Salem State University 1983 — 1987
BS Business Management, Concentration in Accounting and Computer Science
New England Healthy Vending June 2015 - Present
Fennelly Properties January 2011 - Present
Fidelity Investments January 2004 - December 2013
Fidelity Investments January 1996 - January 2004
Fidelity Investments December 1993 - January 1996
Fidelity Investments November 1991 - November 1993
Cellular One 1989 - 1991
General Cinema Corporation 1987 - 1989
Skills
Process Improvement, Finance, Program Management, Financial Services, Business Development, Team Building, Cross-functional Team..., Vendor Management, Analytics, Sales Operations, Job Coaching, Strategy, Business Process..., CRM, Presentation Skills, Business Intelligence, Strategic Planning, Analysis, Sales Support, Competitive Analysis, Accounting, Capital Budgeting, MS Project, Investment Management, Internal Audit, Quality Assurance, IBM BPM, Business Requirements, Data Governance
Education
Lesley University 1997 — 1999
Master of Science in Business Management, 3.75
Salem State University 1983 — 1987
BS Business Management, Concentration in Accounting and Computer Science
Larry Plicque's Fidelity Investments Experience October 1986 - November 2008
Job Sr. Manager, Investments systems Infrastructure at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance February 2014 - Present
Leerink Swann March 2009 - December 2013
Fidelity Investments October 1986 - November 2008
Contel Communications Corp July 1983 - October 1986
Skills
IT Operations, Technology Management, Customer Service, Managerial Finance, Change Control, Vendor Management, Disaster Recovery, Data Center, Process Improvement, Project Management, Change Management, Business Analysis, Cloud Computing, Program Management, ITIL, CRM, SDLC, Business Process..., Cross-functional Team..., Virtualization, Management, Telecommunications, PMP, Outsourcing, Troubleshooting, Leadership, Networking, Infrastructure, IT Strategy, IT Management
Education
Lesley University 1998 — 2003
BS, Management
Northeastern University 1990 — 1991
State of the Art program, Certificate of completion, Data/Lan Wan communciations
Liberty Mutual Insurance February 2014 - Present
Leerink Swann March 2009 - December 2013
Fidelity Investments October 1986 - November 2008
Contel Communications Corp July 1983 - October 1986
Skills
IT Operations, Technology Management, Customer Service, Managerial Finance, Change Control, Vendor Management, Disaster Recovery, Data Center, Process Improvement, Project Management, Change Management, Business Analysis, Cloud Computing, Program Management, ITIL, CRM, SDLC, Business Process..., Cross-functional Team..., Virtualization, Management, Telecommunications, PMP, Outsourcing, Troubleshooting, Leadership, Networking, Infrastructure, IT Strategy, IT Management
Education
Lesley University 1998 — 2003
BS, Management
Northeastern University 1990 — 1991
State of the Art program, Certificate of completion, Data/Lan Wan communciations
Renee Best, CCP's Fidelity Investments Experience June 2011 - March 2012
Job Business Analyst at VitalSource Technologies
Industry Information Technology and Services
Experience
VitalSource Technologies October 2012 - Present
Champion Realty and Investments Inc. January 2005 - Present
Allscripts May 2012 - October 2012
Fidelity Investments June 2011 - March 2012
Fidelity Investments March 2007 - March 2012
Fidelity Investments April 2005 - March 2007
IBM May 1995 - August 2002
Skills
Operational Excellence, Organizational..., Business Analysis, Business Process, Cross-functional Team..., Team Building, Teamwork, Team Oriented, Community Outreach, Communications Strategy, Process Improvement, Process Development, Business Process..., Data Analysis, Requirements Analysis, Requirements Gathering, Requirements..., Project Implementation, Project Execution, Project Delivery, CCP, Real Estate, Real Estate Transactions, Project Management, Human Resources, Performance Management, Quality Assurance, Testing, Analysis, Training, Leadership, Consulting
Education
University of Maryland University College 2010 — 2014
Bachelor's Degree, Human Resources Management and Services, 3.6
Sanderson High School 1989 — 1991
Diploma, General Studies
Liberty University
Master of Arts (M.A.), Counseling Psychology
VitalSource Technologies October 2012 - Present
Champion Realty and Investments Inc. January 2005 - Present
Allscripts May 2012 - October 2012
Fidelity Investments June 2011 - March 2012
Fidelity Investments March 2007 - March 2012
Fidelity Investments April 2005 - March 2007
IBM May 1995 - August 2002
Skills
Operational Excellence, Organizational..., Business Analysis, Business Process, Cross-functional Team..., Team Building, Teamwork, Team Oriented, Community Outreach, Communications Strategy, Process Improvement, Process Development, Business Process..., Data Analysis, Requirements Analysis, Requirements Gathering, Requirements..., Project Implementation, Project Execution, Project Delivery, CCP, Real Estate, Real Estate Transactions, Project Management, Human Resources, Performance Management, Quality Assurance, Testing, Analysis, Training, Leadership, Consulting
Education
University of Maryland University College 2010 — 2014
Bachelor's Degree, Human Resources Management and Services, 3.6
Sanderson High School 1989 — 1991
Diploma, General Studies
Liberty University
Master of Arts (M.A.), Counseling Psychology
Rachelle Loflin's Fidelity Investments Experience 2012 - Present
Job Assistant to Senior Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Education
Lesley University 1992 — 1996
BSBA
Fidelity Investments 2012 - Present
Education
Lesley University 1992 — 1996
BSBA
Julie Thermidor's Fidelity Investments Experience 2000 - 2002
Job Creative Artist
Industry Design
Experience
Rochelle Benashe July 2011 - Present
Rochelle Benashe 2012 - 2013
Gates International Realty 2007 - 2011
Fidelity Investments 2000 - 2002
Send.com 1999 - 2000
PFPC/PNC 1996 - 1999
Computer Associates 1994 - 1996
PTI/Legent Corporation 1993 - 1995
State Senate 1989 - 1993
Skills
Writing, design,..., Sellers, Listings, Property, Real Property, Buyers, Brokerage, Valuation, First Time Home Buyers, Property Management, Buyer Representation, Real Estate, Reading, Artistry, Art, Fashion Design, Cooking, Giving Back, Caregiving, Creativity Skills, Blogging, Social Networking, Advertising, Copywriting, Interior Design, Retail
Education
Lesley University 1994 — 1996
B.A., Business Management
Rochelle Benashe July 2011 - Present
Rochelle Benashe 2012 - 2013
Gates International Realty 2007 - 2011
Fidelity Investments 2000 - 2002
Send.com 1999 - 2000
PFPC/PNC 1996 - 1999
Computer Associates 1994 - 1996
PTI/Legent Corporation 1993 - 1995
State Senate 1989 - 1993
Skills
Writing, design,..., Sellers, Listings, Property, Real Property, Buyers, Brokerage, Valuation, First Time Home Buyers, Property Management, Buyer Representation, Real Estate, Reading, Artistry, Art, Fashion Design, Cooking, Giving Back, Caregiving, Creativity Skills, Blogging, Social Networking, Advertising, Copywriting, Interior Design, Retail
Education
Lesley University 1994 — 1996
B.A., Business Management
Joyce Pothier-Keenan's Fidelity Investments Experience February 2001 - Present
Job Executive Secretary at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2001 - Present
HR Logic May 1999 - January 2001
HR Logic 1999 - 2001
Skills
Event Planning, PowerPoint, Customer Service, Marketing, Social Media, Event Management, Sales, Research, Fundraising, Community Outreach, Nonprofits, Editing, Microsoft Office, Leadership
Education
Worcester State University 1991 — 1993
Teaching certificate, Early Childhood Education and Teaching
Lenoir-Rhyne College 1987 — 1991
Bachelor's Degree, Education for the hearing impared
Fidelity Investments February 2001 - Present
HR Logic May 1999 - January 2001
HR Logic 1999 - 2001
Skills
Event Planning, PowerPoint, Customer Service, Marketing, Social Media, Event Management, Sales, Research, Fundraising, Community Outreach, Nonprofits, Editing, Microsoft Office, Leadership
Education
Worcester State University 1991 — 1993
Teaching certificate, Early Childhood Education and Teaching
Lenoir-Rhyne College 1987 — 1991
Bachelor's Degree, Education for the hearing impared
Shannon (Dunn) Voss's Fidelity Investments Experience May 2011 - Present
Job Vice President Planning & Guidance Platform SupportFidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
Fidelity Investments 2003 - May 2011
Education
Lehigh University - College of Business and Economics 1994 — 1998
Fidelity Investments May 2011 - Present
Fidelity Investments 2003 - May 2011
Education
Lehigh University - College of Business and Economics 1994 — 1998
Donna Cotten's Fidelity Investments Experience March 1996 - December 2002
Job Associate Relations Consultant at H&R Block
Industry Human Resources
Experience
IRS February 2013 - May 2015
H&R Block December 2010 - April 2011
HNTB March 2008 - September 2009
H&R Block, Inc. WHQ January 2007 - February 2008
DGConsulting 2003 - 2007
Fidelity Investments March 1996 - December 2002
Skills
Recruitsoft, People,..., Talent Acquisition, Employee Relations, Human Resources, Talent Management, Recruiting
Education
LeTourneau University
BS, Business Management
IRS February 2013 - May 2015
H&R Block December 2010 - April 2011
HNTB March 2008 - September 2009
H&R Block, Inc. WHQ January 2007 - February 2008
DGConsulting 2003 - 2007
Fidelity Investments March 1996 - December 2002
Skills
Recruitsoft, People,..., Talent Acquisition, Employee Relations, Human Resources, Talent Management, Recruiting
Education
LeTourneau University
BS, Business Management
Jodi Loftus's Fidelity Investments Experience Vice President, Management EffectivenessFidelity Management & Research Company2004 - Present
Job Vice President, Management Effectiveness at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments Vice President, Management EffectivenessFidelity Management & Research Company2004 - Present
Skills
Financial Services, Vendor Management, Organizational Design, Change Management, Performance Management, Talent Management, Program Management
Education
Lesley University 2000 — 2003
Fidelity Investments Vice President, Management EffectivenessFidelity Management & Research Company2004 - Present
Skills
Financial Services, Vendor Management, Organizational Design, Change Management, Performance Management, Talent Management, Program Management
Education
Lesley University 2000 — 2003
Charlie Pesiridis's Fidelity Investments Experience Retirement ConsultantGreat-West Life2009 - Present
Job Retirement Consultant at GreatWest Life
Industry Financial Services
Experience
Fidelity Investments Retirement ConsultantGreat-West Life2009 - Present
Education
Lesley University 1994 — 1998
Fidelity Investments Retirement ConsultantGreat-West Life2009 - Present
Education
Lesley University 1994 — 1998
Dianne Butler's Fidelity Investments Experience December 1994 - Present
Job Asst to Sr. Executive at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments December 1994 - Present
Skills
Access, Mutual Funds, Financial Services, Investments, Customer Service, Bloomberg, Calendaring, Outlook, Travel Planning, International Logistics, Salesforce.com, Windows 7, Travel Arrangements
Education
Lesley University 2008 — 2012
Human Services
Fidelity Investments December 1994 - Present
Skills
Access, Mutual Funds, Financial Services, Investments, Customer Service, Bloomberg, Calendaring, Outlook, Travel Planning, International Logistics, Salesforce.com, Windows 7, Travel Arrangements
Education
Lesley University 2008 — 2012
Human Services
Michael Ennis's Fidelity Investments Experience 2006 - 2008
Job Director of Security at FirstGroup America
Industry Financial Services
Experience
FirstGroup America March 2010 - Present
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 1984 - 2000
Skills
Physical Security, Risk Management, Security, Private Investigations, Leadership, Emergency Management, Strategy, Crisis Management, Security Management, Management, Information Security, Team Building, Project Planning, Corporate Security
Education
Lesley University 1993 — 1995
MS, Management
Northeastern University 1979 — 1984
BS, Criminal Justice
FirstGroup America March 2010 - Present
Fidelity Investments 2006 - 2008
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 1984 - 2000
Skills
Physical Security, Risk Management, Security, Private Investigations, Leadership, Emergency Management, Strategy, Crisis Management, Security Management, Management, Information Security, Team Building, Project Planning, Corporate Security
Education
Lesley University 1993 — 1995
MS, Management
Northeastern University 1979 — 1984
BS, Criminal Justice
Emily Hawks's Fidelity Investments Experience June 2008 - Present
Job Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2008 - Present
Education
Lenoir-Rhyne University 2004 — 2008
BA, Computer Science, Information Technology
Fidelity Investments June 2008 - Present
Education
Lenoir-Rhyne University 2004 — 2008
BA, Computer Science, Information Technology
Ajay Sarkaria, J.D., LL.M., CPA's Fidelity Investments Experience January 2014 - Present
Job Senior Wealth Planner
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Ernst & Young December 2011 - January 2014
Grant Thornton September 2009 - December 2011
Stephen C. Gilbert, Esq., P.C. August 2006 - September 2008
Skills
Accounting, Tax, Compliance, Estate Planning, Tax Research, Partnership Taxation, Tax Compliance, Tax Preparation, Income Tax, Tax Law, Tax Returns, Federal Tax, Tax Audits, Tax Controversy, Tax Advisory, Tax Return Preparation, High Net Worth..., Financial Planners, Estate Tax Planning, International Tax, Wealth, Personal Tax Planning, Trusts, Big 4, CPA, Gift Tax
Education
University of Denver - Sturm College of Law 2008 — 2009
LL.M., Taxation
Touro College Jacob D. Fuchsberg Law Center 2003 — 2006
J.D., Law
Lehigh University - College of Business and Economics 1999 — 2003
BS, Accounting
Pingry 1996 — 1999
High School/Secondary Diplomas and Certificates
Fidelity Investments January 2014 - Present
Ernst & Young December 2011 - January 2014
Grant Thornton September 2009 - December 2011
Stephen C. Gilbert, Esq., P.C. August 2006 - September 2008
Skills
Accounting, Tax, Compliance, Estate Planning, Tax Research, Partnership Taxation, Tax Compliance, Tax Preparation, Income Tax, Tax Law, Tax Returns, Federal Tax, Tax Audits, Tax Controversy, Tax Advisory, Tax Return Preparation, High Net Worth..., Financial Planners, Estate Tax Planning, International Tax, Wealth, Personal Tax Planning, Trusts, Big 4, CPA, Gift Tax
Education
University of Denver - Sturm College of Law 2008 — 2009
LL.M., Taxation
Touro College Jacob D. Fuchsberg Law Center 2003 — 2006
J.D., Law
Lehigh University - College of Business and Economics 1999 — 2003
BS, Accounting
Pingry 1996 — 1999
High School/Secondary Diplomas and Certificates
Bailey Ziemba's Fidelity Investments Experience January 2012 - Present
Job Marketing Associate at Fidelity Family Office Services
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments February 2009 - January 2012
John Hancock Advisors/Manulife Global Asset Management 2003 - 2006
Skills
Multi Tasking, Organization &..., Outlook, Equities, Mutual Funds, Investments, Relationship Management, Microsoft Excel
Education
Lesley University 2001 — 2003
BS, Human Services, Psychology
Fidelity Investments January 2012 - Present
Fidelity Investments February 2009 - January 2012
John Hancock Advisors/Manulife Global Asset Management 2003 - 2006
Skills
Multi Tasking, Organization &..., Outlook, Equities, Mutual Funds, Investments, Relationship Management, Microsoft Excel
Education
Lesley University 2001 — 2003
BS, Human Services, Psychology
Don Whitaker's Fidelity Investments Experience Managing DirectorFidelity Investments1999 - Present
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Managing DirectorFidelity Investments1999 - Present
Skills
Series 7, Mutual Funds, Series 63, Securities, Retirement, Process Improvement, FINRA, Series 24, Customer Service, Strategic Planning, Sales, Team Leadership, New Business Development, Financial Services, Equities, Investments
Education
Jesuit
LeTourneau University
Bachelor of Business Administration (B.B.A.)
LeTourneau University
Bachelor's degree, Business Administration
Fidelity Investments Managing DirectorFidelity Investments1999 - Present
Skills
Series 7, Mutual Funds, Series 63, Securities, Retirement, Process Improvement, FINRA, Series 24, Customer Service, Strategic Planning, Sales, Team Leadership, New Business Development, Financial Services, Equities, Investments
Education
Jesuit
LeTourneau University
Bachelor of Business Administration (B.B.A.)
LeTourneau University
Bachelor's degree, Business Administration
Alexander Lenz's Fidelity Investments Experience November 2010 - Present
Job Financial Consultant, MBA
Industry Investment Management
Experience
Fidelity Investments November 2010 - Present
ViewPoint Bank January 2009 - August 2010
Wachovia Securities July 2004 - January 2009
JPMorgan Chase February 2003 - July 2004
Bank One Ltd January 1998 - February 2003
FCNBD Corporation March 1995 - January 1998
First National Bank of Chicago February 1991 - March 1995
Skills
Wealth Management, Personal Financial..., Retirement Planning, Investment Management, Investment Advisory..., Investment Strategies, Asset Allocation, Asset Protection, Retirement Savings, Relationship Management
Education
Lewis University
M.B.A, Finance
Lewis University
B.A, Business Administration
Fidelity Investments November 2010 - Present
ViewPoint Bank January 2009 - August 2010
Wachovia Securities July 2004 - January 2009
JPMorgan Chase February 2003 - July 2004
Bank One Ltd January 1998 - February 2003
FCNBD Corporation March 1995 - January 1998
First National Bank of Chicago February 1991 - March 1995
Skills
Wealth Management, Personal Financial..., Retirement Planning, Investment Management, Investment Advisory..., Investment Strategies, Asset Allocation, Asset Protection, Retirement Savings, Relationship Management
Education
Lewis University
M.B.A, Finance
Lewis University
B.A, Business Administration
Julie Standley, CPA's Fidelity Investments Experience March 2013 - October 2014
Job Assistant Controller at SendGrid
Industry Accounting
Experience
SendGrid October 2014 - Present
Fidelity Investments March 2013 - October 2014
Fidelity Investments May 2009 - March 2013
Deloitte August 2007 - May 2009
Deloitte June 2006 - August 2006
Skills
Financial Reporting, Financial Analysis, Accounting, US GAAP, Financial Accounting, Financial Statements, Auditing, SEC filings, Account Reconciliation, CPA, General Ledger, Essbase, Financial Services, Microsoft Office
Education
Lehigh University - College of Business and Economics 2003 — 2007
B.S., Accounting
SendGrid October 2014 - Present
Fidelity Investments March 2013 - October 2014
Fidelity Investments May 2009 - March 2013
Deloitte August 2007 - May 2009
Deloitte June 2006 - August 2006
Skills
Financial Reporting, Financial Analysis, Accounting, US GAAP, Financial Accounting, Financial Statements, Auditing, SEC filings, Account Reconciliation, CPA, General Ledger, Essbase, Financial Services, Microsoft Office
Education
Lehigh University - College of Business and Economics 2003 — 2007
B.S., Accounting
Sandy Rezendes's Fidelity Investments Experience 2000 - 2010
Job Chief Learning Officer at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. June 2014 - Present
Bank of America Merrill Lynch 2011 - June 2014
Fidelity Investments 2000 - 2010
Mariner Health Care 1998 - 1999
BNY Mellon 1996 - 1998
Clean Harbors 1991 - 1996
Skills
Change Management, Performance Management, Employee Engagement, Workshop Facilitation, Metrics, Staff Development, Call Center, Process Management, Selling Skills, ADDIE, Diversity & Inclusion, People Skills, Lean Manufacturing, Product Training, Succession Planning, Instructional Design, Performance Consulting, Organizational..., Talent Management, Leadership Development, Organizational..., E-Learning, Program Management, Training, Leadership, Onboarding, Management Consulting, Call Centers, Organizational Design
Education
Lesley University
M.S., Training and Development
University of New Hampshire
BA, History, Political Science
Citizens Financial Group, Inc. June 2014 - Present
Bank of America Merrill Lynch 2011 - June 2014
Fidelity Investments 2000 - 2010
Mariner Health Care 1998 - 1999
BNY Mellon 1996 - 1998
Clean Harbors 1991 - 1996
Skills
Change Management, Performance Management, Employee Engagement, Workshop Facilitation, Metrics, Staff Development, Call Center, Process Management, Selling Skills, ADDIE, Diversity & Inclusion, People Skills, Lean Manufacturing, Product Training, Succession Planning, Instructional Design, Performance Consulting, Organizational..., Talent Management, Leadership Development, Organizational..., E-Learning, Program Management, Training, Leadership, Onboarding, Management Consulting, Call Centers, Organizational Design
Education
Lesley University
M.S., Training and Development
University of New Hampshire
BA, History, Political Science
Nancy-Jo Kelly's Fidelity Investments Experience 1986 - 1995
Job Adm. Asst. at Swampscott Public Schools
Industry Education Management
Experience
Swampscott Public Schools Advertising/MarketingFidelity Investments1986 - 1997
Fidelity Investments 1986 - 1995
Education
Lesley University 1993 — 1995
Swampscott Public Schools Advertising/MarketingFidelity Investments1986 - 1997
Fidelity Investments 1986 - 1995
Education
Lesley University 1993 — 1995
Cindi Bishop's Fidelity Investments Experience 2007 - Present
Job Compliance Analyst
Industry Financial Services
Beth Kearns's Fidelity Investments Experience 1998 - Present
Job Senior Project Manager / Project Lead at Fidelity Investments
Industry Education Management
Experience
Fidelity Investments 1998 - Present
Skills
Program Management, Process Improvement, Change Management, Project Management, Vendor Management, Leadership, Visio, Risk Management, Business Analysis, Business Process..., Training
Education
Lesley University 1996 — 2001
M.S., Training and Development
Sweet Briar College 1981 — 1985
B.A., Government
Fidelity Investments 1998 - Present
Skills
Program Management, Process Improvement, Change Management, Project Management, Vendor Management, Leadership, Visio, Risk Management, Business Analysis, Business Process..., Training
Education
Lesley University 1996 — 2001
M.S., Training and Development
Sweet Briar College 1981 — 1985
B.A., Government
Marcia Bernd, MA's Fidelity Investments Experience February 1984 - March 1994
Job Mental Health Professional & Financial Therapist
Industry Mental Health Care
Experience
Bell Socialization Services, Inc. July 2009 - Present
Advocates, Inc. December 2004 - September 2005
Oechsle International Advisors, LLP May 1999 - April 2003
Wellington Management May 1994 - April 1999
Fidelity Investments February 1984 - March 1994
Skills
Equities, Investments, Management, Public Speaking, Social Services, Mental Health Counseling, Team Building
Education
Lesley University 1999 — 2003
MA, Counseling Psychology
Penn State University 1978 — 1982
BA, Liberal Studies
Bell Socialization Services, Inc. July 2009 - Present
Advocates, Inc. December 2004 - September 2005
Oechsle International Advisors, LLP May 1999 - April 2003
Wellington Management May 1994 - April 1999
Fidelity Investments February 1984 - March 1994
Skills
Equities, Investments, Management, Public Speaking, Social Services, Mental Health Counseling, Team Building
Education
Lesley University 1999 — 2003
MA, Counseling Psychology
Penn State University 1978 — 1982
BA, Liberal Studies
Mirian Eunice Lara-De Souza's Fidelity Investments Experience December 2012 - Present
Job Tax Maintenance Processor at Fidelity Investments
Industry Executive Office
Experience
Fidelity Investments December 2012 - Present
FIRST 2013 - 2014
FIRST 2013 - 2014
Cohen + Associates, CPA April 2011 - December 2012
The Schott Foundation for Public Education May 2010 - March 2011
SAB Miller Honduras June 2002 - January 2006
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Event Planning, Budgets, Time Management, SAP, Teamwork, Fast Tax, Adobe Acrobat
Education
Liberty University 2008 — 2009
Bachelor's degree, Finance, Cum Laude
Pensacola Christian College 2006 — 2008
Bachelors, Finance
Centro Cultural Sampedrano 2000 — 2002
A.A., Bilingual Executive Assistant
Fidelity Investments December 2012 - Present
FIRST 2013 - 2014
FIRST 2013 - 2014
Cohen + Associates, CPA April 2011 - December 2012
The Schott Foundation for Public Education May 2010 - March 2011
SAB Miller Honduras June 2002 - January 2006
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Event Planning, Budgets, Time Management, SAP, Teamwork, Fast Tax, Adobe Acrobat
Education
Liberty University 2008 — 2009
Bachelor's degree, Finance, Cum Laude
Pensacola Christian College 2006 — 2008
Bachelors, Finance
Centro Cultural Sampedrano 2000 — 2002
A.A., Bilingual Executive Assistant
Pearlene Love's Fidelity Investments Experience 2007 - 2008
Job Thomson Reuters Tax Manager
Industry Financial Services
Experience
Thomson Reuters July 2013 - Present
Chase Bank July 2011 - Present
Fidelity Investments 2007 - 2008
Fidelity Investments 1986 - 2007
American Capital 1984 - 1985
Skills
Series 7, Investments, Finance, Series 63, Risk Management, Financial Analysis, Leadership
Education
LeTourneau University 2004 — 2004
Business, Business Management
Thomson Reuters July 2013 - Present
Chase Bank July 2011 - Present
Fidelity Investments 2007 - 2008
Fidelity Investments 1986 - 2007
American Capital 1984 - 1985
Skills
Series 7, Investments, Finance, Series 63, Risk Management, Financial Analysis, Leadership
Education
LeTourneau University 2004 — 2004
Business, Business Management
Niels Zellers's Fidelity Investments Experience May 2012 - July 2013
Job Investment Officer at CEI Capital Management LLC
Industry Financial Services
Experience
CEI Capital Management, LLC July 2013 - Present
Fidelity Investments May 2012 - July 2013
Confluence Capital, LLC June 2011 - April 2012
RSF Social Finance 2011 - 2011
RSF Social Finance 2011 - 2011
CEI Capital Management, LLC June 2010 - August 2010
Coastal Enterprises, Inc. June 2009 - August 2009
Fidelity Investments June 2004 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Finance, Business Strategy, Corporate Finance, Strategy, Strategic Planning, Competitive Analysis, Analysis, Business Development, Investment Banking, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2011
Master of Business Administration (MBA), Finance & Strategy
Lewis and Clark College 1998 — 2002
Bachelor of Arts (B.A.), Mathematical Computer Science
CEI Capital Management, LLC July 2013 - Present
Fidelity Investments May 2012 - July 2013
Confluence Capital, LLC June 2011 - April 2012
RSF Social Finance 2011 - 2011
RSF Social Finance 2011 - 2011
CEI Capital Management, LLC June 2010 - August 2010
Coastal Enterprises, Inc. June 2009 - August 2009
Fidelity Investments June 2004 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Finance, Business Strategy, Corporate Finance, Strategy, Strategic Planning, Competitive Analysis, Analysis, Business Development, Investment Banking, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2011
Master of Business Administration (MBA), Finance & Strategy
Lewis and Clark College 1998 — 2002
Bachelor of Arts (B.A.), Mathematical Computer Science
Valerie Arruda's Fidelity Investments Experience June 2010 - August 2012
Job Graphic Designer at Bright Horizons
Industry Graphic Design
Experience
Bright Horizons December 2014 - Present
Self Employed August 2012 - December 2014
Fidelity Investments June 2010 - August 2012
Bright Horizons June 2009 - December 2010
Studio 141 Photography & Creative LLC November 2008 - May 2010
Skills
Adobe Creative Suite, Illustrator, InDesign, Photoshop, Surface Pattern Design, Marketing, Project Coordination, Social Media, Trend Research, Fashion, Graphic Design, Illustration, Typography, Art, Logo Design, Mac, Graphics
Education
Lesley University
BFA, Design & Illustration
Bright Horizons December 2014 - Present
Self Employed August 2012 - December 2014
Fidelity Investments June 2010 - August 2012
Bright Horizons June 2009 - December 2010
Studio 141 Photography & Creative LLC November 2008 - May 2010
Skills
Adobe Creative Suite, Illustrator, InDesign, Photoshop, Surface Pattern Design, Marketing, Project Coordination, Social Media, Trend Research, Fashion, Graphic Design, Illustration, Typography, Art, Logo Design, Mac, Graphics
Education
Lesley University
BFA, Design & Illustration
Andrew Atkins's Fidelity Investments Experience July 2011 - Present
Job VP, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments July 2009 - June 2011
Fidelity Investments 2008 - 2009
Fidelity Investments 2007 - 2008
Skills
Series 7, Series 63, Investments, Financial Services, Equities, Wealth Management, Retirement Planning, Asset Allocation, Strategic Financial..., Insurance, Bloomberg, Investment Strategies
Education
Liberty University 2004 — 2008
Finance, Economics
Fidelity Investments July 2011 - Present
Fidelity Investments July 2009 - June 2011
Fidelity Investments 2008 - 2009
Fidelity Investments 2007 - 2008
Skills
Series 7, Series 63, Investments, Financial Services, Equities, Wealth Management, Retirement Planning, Asset Allocation, Strategic Financial..., Insurance, Bloomberg, Investment Strategies
Education
Liberty University 2004 — 2008
Finance, Economics
Sandra M. Downs's Fidelity Investments Experience December 2013 - Present
Job Client Relationship Manager at Transamerica Retirement Services
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Transamerica Retirement Services June 2004 - December 2012
Mass Mutual Retirement Services October 1998 - March 2004
Fidelity Investments--FIRSCO August 1990 - July 1997
Skills
Investments, Mutual Funds, Series 7, Retirement Planning, CRM, Customer Service, 401k, Series 63, Relationship Management, Series 6, Retirement, Financial Services, Defined Benefit, Pensions, Securities, Insurance, Employee Benefits, Wealth Management, Asset Allocation
Education
LeTourneau University
Bachelor of Science, Business Management
Texas Christian University
Fidelity Investments December 2013 - Present
Transamerica Retirement Services June 2004 - December 2012
Mass Mutual Retirement Services October 1998 - March 2004
Fidelity Investments--FIRSCO August 1990 - July 1997
Skills
Investments, Mutual Funds, Series 7, Retirement Planning, CRM, Customer Service, 401k, Series 63, Relationship Management, Series 6, Retirement, Financial Services, Defined Benefit, Pensions, Securities, Insurance, Employee Benefits, Wealth Management, Asset Allocation
Education
LeTourneau University
Bachelor of Science, Business Management
Texas Christian University
Karen Lyons's Fidelity Investments Experience May 2010 - Present
Job Director, Solution Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2010 - Present
Fidelity Investments February 2010 - 2012
Fidelity Investments February 2007 - 2010
Fidelity Investments June 1994 - June 2007
Northeastern University 1990 - 1996
Putnam Investments 1987 - 1994
Public School Educator 1978 - 1987
Skills
Vendor Management, Financial Services, Process Improvement, Business Analysis, Program Management, Relationship Management, Project Management, Mutual Funds, Change Management, Series 7, Series 63, Investments, Risk Management, Strategic Planning, Portfolio Management, Instructional Design, Performance Management, Visio, Securities, Leadership Development
Education
Lesley University
Master of Science, Business Administration and Management, General
Salem State College
Bachelor of Science (B.S.), Secondary Education and Teaching
Fidelity Investments May 2010 - Present
Fidelity Investments February 2010 - 2012
Fidelity Investments February 2007 - 2010
Fidelity Investments June 1994 - June 2007
Northeastern University 1990 - 1996
Putnam Investments 1987 - 1994
Public School Educator 1978 - 1987
Skills
Vendor Management, Financial Services, Process Improvement, Business Analysis, Program Management, Relationship Management, Project Management, Mutual Funds, Change Management, Series 7, Series 63, Investments, Risk Management, Strategic Planning, Portfolio Management, Instructional Design, Performance Management, Visio, Securities, Leadership Development
Education
Lesley University
Master of Science, Business Administration and Management, General
Salem State College
Bachelor of Science (B.S.), Secondary Education and Teaching
Charlie Pesiridis's Fidelity Investments Experience January 1994 - August 2008
Job Sr. Plan Services Account Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement May 2015 - Present
EMPOWER Retirement March 2009 - Present
Fidelity Investments January 1994 - August 2008
Skills
Mutual Funds, Retirement, Investments, Financial Services, Retirement Planning, Wealth Management, Strategy, Fixed Income, CRM, FINRA, Equities, Portfolio Management, Life Insurance, Strategic Financial..., Investment Strategies, Financial Advisory, NASD Series 7, 63,..., Certified ETF Advisor..., Awarded the Claritas..., Notary Public
Education
Lesley College
Bachelor of Science (BS), Business Administration and Management, General
EMPOWER Retirement May 2015 - Present
EMPOWER Retirement March 2009 - Present
Fidelity Investments January 1994 - August 2008
Skills
Mutual Funds, Retirement, Investments, Financial Services, Retirement Planning, Wealth Management, Strategy, Fixed Income, CRM, FINRA, Equities, Portfolio Management, Life Insurance, Strategic Financial..., Investment Strategies, Financial Advisory, NASD Series 7, 63,..., Certified ETF Advisor..., Awarded the Claritas..., Notary Public
Education
Lesley College
Bachelor of Science (BS), Business Administration and Management, General
Paul Keating's Fidelity Investments Experience May 2003 - Present
Job Principle Systems Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2003 - Present
Inforonics March 1998 - February 2002
TASC Inc. March 1995 - April 1998
Digital Equipment Corporation May 1981 - March 1995
Skills
Citrix, Active Directory, Unix, Windows, XP, Disaster Recovery, Solaris, Perl, Windows Server, Windows Server 2008, VMware, Vendor Management, XenDesktop, Shell Scripting, VBScript, Powershell, Networking, High Availability, Red Hat Linux, Linux, Documentation, Process Engineering, Capacity Planning, Microsoft SQL Server, SQL Server Management..., IT Operations, Software Documentation, ITIL, Virtualization, DNS, System Administration, Data Center, SDLC, IT Service Management, Servers, System Deployment, Cloud Computing, Enterprise Architecture, VMware ESX
Education
Lesley University 1993 — 1995
BSM, Business Management
Fidelity Investments May 2003 - Present
Inforonics March 1998 - February 2002
TASC Inc. March 1995 - April 1998
Digital Equipment Corporation May 1981 - March 1995
Skills
Citrix, Active Directory, Unix, Windows, XP, Disaster Recovery, Solaris, Perl, Windows Server, Windows Server 2008, VMware, Vendor Management, XenDesktop, Shell Scripting, VBScript, Powershell, Networking, High Availability, Red Hat Linux, Linux, Documentation, Process Engineering, Capacity Planning, Microsoft SQL Server, SQL Server Management..., IT Operations, Software Documentation, ITIL, Virtualization, DNS, System Administration, Data Center, SDLC, IT Service Management, Servers, System Deployment, Cloud Computing, Enterprise Architecture, VMware ESX
Education
Lesley University 1993 — 1995
BSM, Business Management
Jay Hanna's Fidelity Investments Experience June 2011 - August 2011
Job Equity Research Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets May 2015 - Present
MLV & Co June 2014 - May 2015
Valuation Services, Inc. August 2012 - June 2014
Fidelity Investments June 2011 - August 2011
Skills
Valuation, Microsoft Excel, Financial Modeling, Equity Research, PowerPoint, Financial Analysis, Corporate Finance, Research, Investments, Finance
Education
University of Virginia 2008 — 2012
Bachelor of Arts, Economics
Leopold-Franzens Universität Innsbruck 2010 — 2010
Economics
E.C. Glass High School 2004 — 2008
RBC Capital Markets May 2015 - Present
MLV & Co June 2014 - May 2015
Valuation Services, Inc. August 2012 - June 2014
Fidelity Investments June 2011 - August 2011
Skills
Valuation, Microsoft Excel, Financial Modeling, Equity Research, PowerPoint, Financial Analysis, Corporate Finance, Research, Investments, Finance
Education
University of Virginia 2008 — 2012
Bachelor of Arts, Economics
Leopold-Franzens Universität Innsbruck 2010 — 2010
Economics
E.C. Glass High School 2004 — 2008
Carlos Merritt's Fidelity Investments Experience March 2011 - June 2011
Job Underwriting Service Assistance at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance May 2013 - Present
Newbold Advisors April 2012 - December 2012
Morgan Stanley Home Loans October 2011 - April 2012
MetLife Home Loans July 2011 - October 2011
Fidelity Investments March 2011 - June 2011
US Bank/Elan Financial Services November 2003 - October 2010
Skills
Banking, Credit, Customer Service, Credit Analysis, Finance, Mortgage Lending, Credit Risk, Risk Management, Call Centers, Retail Banking, Financial Analysis
Education
LeTourneau University 2007 — 2009
Bachelor of Business Administration, Business
State Farm Insurance May 2013 - Present
Newbold Advisors April 2012 - December 2012
Morgan Stanley Home Loans October 2011 - April 2012
MetLife Home Loans July 2011 - October 2011
Fidelity Investments March 2011 - June 2011
US Bank/Elan Financial Services November 2003 - October 2010
Skills
Banking, Credit, Customer Service, Credit Analysis, Finance, Mortgage Lending, Credit Risk, Risk Management, Call Centers, Retail Banking, Financial Analysis
Education
LeTourneau University 2007 — 2009
Bachelor of Business Administration, Business
Dau Dieu's Fidelity Investments Experience November 1995 - January 2006
Job Software Engineer Team Lead at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation September 2006 - Present
Fidelity Investments November 1995 - January 2006
New England Life Insurance Company May 1985 - October 1995
Newbury College September 1982 - May 1985
Skills
Computers, Relational Databases, Computer Network..., Databases, Microsoft SQL Server, Requirements Analysis, Testing, Servers, Database Design, Networking, Operating Systems, Software Engineering, IIS, Data Analysis, Web Applications, Project Management, Programming, Systems Analysis
Education
Lesley University 1997 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General, GPA 3.8
Lesley College 1994 — 1996
Bachelor of Applied Science (BASc), Business Management, GPA 3.7
Newbury College 1981 — 1983
Associate of Science (A.S.), Computer Science, GPA 3.3
Cerner Corporation September 2006 - Present
Fidelity Investments November 1995 - January 2006
New England Life Insurance Company May 1985 - October 1995
Newbury College September 1982 - May 1985
Skills
Computers, Relational Databases, Computer Network..., Databases, Microsoft SQL Server, Requirements Analysis, Testing, Servers, Database Design, Networking, Operating Systems, Software Engineering, IIS, Data Analysis, Web Applications, Project Management, Programming, Systems Analysis
Education
Lesley University 1997 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General, GPA 3.8
Lesley College 1994 — 1996
Bachelor of Applied Science (BASc), Business Management, GPA 3.7
Newbury College 1981 — 1983
Associate of Science (A.S.), Computer Science, GPA 3.3
Rita Stevenson's Fidelity Investments Experience November 2012 - October 2013
Job Project Manager at ACAP Health Consulting
Industry Health, Wellness and Fitness
Experience
ACAP Health Consulting October 2013 - Present
Fidelity Investments November 2012 - October 2013
Fidelity Investments July 2010 - November 2012
Fidelity Investments July 2008 - July 2010
American Red Cross May 2007 - June 2008
Skills
Health Insurance, Employee Benefits, Leadership, Strategic Planning, Insurance, Account Management, Benefits Administration, Disability Insurance, Customer Service, Team Building
Education
Lewis and Clark College
ACAP Health Consulting October 2013 - Present
Fidelity Investments November 2012 - October 2013
Fidelity Investments July 2010 - November 2012
Fidelity Investments July 2008 - July 2010
American Red Cross May 2007 - June 2008
Skills
Health Insurance, Employee Benefits, Leadership, Strategic Planning, Insurance, Account Management, Benefits Administration, Disability Insurance, Customer Service, Team Building
Education
Lewis and Clark College
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank