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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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Bob Abbott Bob Abbott's Fidelity Investments Experience 2006 - 2008
Job Caring Financial Services Professional helping families in greater Boston area through NYLIFE Securities LLC.
Industry Financial Services
Experience
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company 2014 - 2015
New York Life Insurance Company 2014 - 2015
iFocus Financial May 2013 - September 2013
Fidelity Investments - Institutional Wealth Services 2008 - March 2013
Fidelity Investments 2006 - 2008
Fidelity Investments 1996 - 2006
Skills
Mutual Funds, Financial Services, Investments, Retirement, Relationship Management, Retirement Planning, Fixed Annuities, 401(k) Rollovers, IRA Rollovers, Term Life Insurance, Permanent Life Insurance, Life Insurance..., Annuity Sales, Wealth Preservation..., Personal Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
MBA, Business
Saint Lawrence University 1987 — 1991
BA, English Lit
Holderness School 1986 — 1987
High School, HS Diploma
NYLIFE Securities LLC September 2014 - Present
New York Life Insurance Company 2014 - 2015
New York Life Insurance Company 2014 - 2015
iFocus Financial May 2013 - September 2013
Fidelity Investments - Institutional Wealth Services 2008 - March 2013
Fidelity Investments 2006 - 2008
Fidelity Investments 1996 - 2006
Skills
Mutual Funds, Financial Services, Investments, Retirement, Relationship Management, Retirement Planning, Fixed Annuities, 401(k) Rollovers, IRA Rollovers, Term Life Insurance, Permanent Life Insurance, Life Insurance..., Annuity Sales, Wealth Preservation..., Personal Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
MBA, Business
Saint Lawrence University 1987 — 1991
BA, English Lit
Holderness School 1986 — 1987
High School, HS Diploma
Shane ODonnell Shane ODonnell's Fidelity Investments Experience April 2006 - Present
Job SENIOR ANALYST at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2006 - Present
Fidelity Investments April 2005 - April 2006
Fidelity Investments June 2001 - August 2004
Fidelity Investments August 1996 - June 2001
Skills
Financial Services, Business Analysis, Financial Modeling, Process Improvement, Financial Analysis, Analysis, Business Process...
Education
Babson College 1988 — 1992
BS, Finance / Investments / Economics
Saugus High School 1984 — 1988
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Fidelity Investments April 2006 - Present
Fidelity Investments April 2005 - April 2006
Fidelity Investments June 2001 - August 2004
Fidelity Investments August 1996 - June 2001
Skills
Financial Services, Business Analysis, Financial Modeling, Process Improvement, Financial Analysis, Analysis, Business Process...
Education
Babson College 1988 — 1992
BS, Finance / Investments / Economics
Saugus High School 1984 — 1988
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Paul Grip III's Fidelity Investments Experience June 2011 - August 2011
Job Defined Contribution Specialist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management June 2015 - Present
MFS Investment Management March 2013 - May 2015
MFS Investment Management December 2012 - February 2013
AXA Advisors August 2012 - November 2012
Fidelity Investments June 2011 - August 2011
Metso Automation May 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, HTML, JavaScript, CSS
Education
Babson College 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Shrewsbury High School 2004 — 2008
MFS Investment Management June 2015 - Present
MFS Investment Management March 2013 - May 2015
MFS Investment Management December 2012 - February 2013
AXA Advisors August 2012 - November 2012
Fidelity Investments June 2011 - August 2011
Metso Automation May 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, HTML, JavaScript, CSS
Education
Babson College 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Shrewsbury High School 2004 — 2008
Carol O'Brien's Fidelity Investments Experience 2002 - 2006
Job Sr. Director Market Development, Small World Labs
Industry Computer Software
Experience
Small World Labs January 2015 - Present
Small World Labs September 2013 - January 2015
Think Create Sell: The Insider Secrets Your Best Friend Would Tell You About Entrepreneurship May 2012 - May 2012
Babson College 2006 - 2009
Fidelity Investments 2002 - 2006
Digitas, Inc. 1999 - 2001
PricewaterhouseCoopers (formerly Coopers & Lybrand) 1994 - 1998
Skills
Product Development, Strategic Sourcing, Entrepreneurship, Online Advertising, Marketing Strategy, Social Media Marketing, Market Research, Product Marketing, Strategic Communications, Multimedia Marketing..., Team Building, Project Management, Digital Marketing, Online Marketing, E-commerce, SEO, Start-ups, Marketing Communications, Marketing, Digital Strategy, Public Relations, Leadership, Advertising, Strategy, CRM, Social Media, Business Strategy, Management, Strategic Planning, Blogging, Sales, PPC, Strategic Partnerships, Enterprise Software, Competitive Analysis, Lead Generation, Social Networking, Analytics, Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Marketing and Entrepreneurship, Cum Laude
National University of Ireland, Galway
University of Michigan
BA, Economics & Communication
Small World Labs January 2015 - Present
Small World Labs September 2013 - January 2015
Think Create Sell: The Insider Secrets Your Best Friend Would Tell You About Entrepreneurship May 2012 - May 2012
Babson College 2006 - 2009
Fidelity Investments 2002 - 2006
Digitas, Inc. 1999 - 2001
PricewaterhouseCoopers (formerly Coopers & Lybrand) 1994 - 1998
Skills
Product Development, Strategic Sourcing, Entrepreneurship, Online Advertising, Marketing Strategy, Social Media Marketing, Market Research, Product Marketing, Strategic Communications, Multimedia Marketing..., Team Building, Project Management, Digital Marketing, Online Marketing, E-commerce, SEO, Start-ups, Marketing Communications, Marketing, Digital Strategy, Public Relations, Leadership, Advertising, Strategy, CRM, Social Media, Business Strategy, Management, Strategic Planning, Blogging, Sales, PPC, Strategic Partnerships, Enterprise Software, Competitive Analysis, Lead Generation, Social Networking, Analytics, Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Marketing and Entrepreneurship, Cum Laude
National University of Ireland, Galway
University of Michigan
BA, Economics & Communication
Tammy Nolan's Fidelity Investments Experience September 2014 - Present
Job Systems Analyst
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
CAMPS December 1993 - Present
lia sophia Jewelry May 2007 - May 2011
Usborne Books at Home March 2006 - May 2008
Fidelity Investments July 1995 - June 2001
Boston Scientific June 1993 - May 1995
Coldwell Banker Residential Brokerage September 1991 - June 1993
Tax and Investment Group June 1989 - September 1991
Bank 5 for Savings May 1987 - May 1989
Skills
SQL, C++, Java, COBOLII, CICS, UNIX, Project Management, Microsoft Office, Access, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Team Leadership, Team Building, Editing, Customer Service, Data Entry, Social Media, Social Networking, Event Planning, Retail, Sales, HTML
Education
Babson College 1991 — 1995
Bachelor's degree, Management Information Systems, General
Arlington High School 1987 — 1991
Fidelity Investments September 2014 - Present
CAMPS December 1993 - Present
lia sophia Jewelry May 2007 - May 2011
Usborne Books at Home March 2006 - May 2008
Fidelity Investments July 1995 - June 2001
Boston Scientific June 1993 - May 1995
Coldwell Banker Residential Brokerage September 1991 - June 1993
Tax and Investment Group June 1989 - September 1991
Bank 5 for Savings May 1987 - May 1989
Skills
SQL, C++, Java, COBOLII, CICS, UNIX, Project Management, Microsoft Office, Access, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Team Leadership, Team Building, Editing, Customer Service, Data Entry, Social Media, Social Networking, Event Planning, Retail, Sales, HTML
Education
Babson College 1991 — 1995
Bachelor's degree, Management Information Systems, General
Arlington High School 1987 — 1991
Polly Walker's Fidelity Investments Experience November 1996 - December 2008
Job Principal at PJ Walker Communications
Industry Financial Services
Experience
PJ Walker Communications January 2009 - Present
Fidelity Investments November 1996 - December 2008
Fidelity Investments November 1993 - November 1996
PJ Walker Communications December 1990 - November 1993
New England Life (New England Financial) 1981 - 1991
Skills
Investments, Editing, Series 7, Insurance, Personal Finance, Marketing Communications, Copywriting, Newsletters, Marketing, Strategy, Advertising, Publishing, Public Relations, Direct Marketing, Financial Services, Strategic Planning, Marketing Strategy
Education
Babson College
Bates College
BA
The American College
Chartered Financial Consultant
UNIVERSITY OF ABERDEEN
PJ Walker Communications January 2009 - Present
Fidelity Investments November 1996 - December 2008
Fidelity Investments November 1993 - November 1996
PJ Walker Communications December 1990 - November 1993
New England Life (New England Financial) 1981 - 1991
Skills
Investments, Editing, Series 7, Insurance, Personal Finance, Marketing Communications, Copywriting, Newsletters, Marketing, Strategy, Advertising, Publishing, Public Relations, Direct Marketing, Financial Services, Strategic Planning, Marketing Strategy
Education
Babson College
Bates College
BA
The American College
Chartered Financial Consultant
UNIVERSITY OF ABERDEEN
Susan Kapopoulos's Fidelity Investments Experience January 2005 - June 2006
Job at KGA, Inc.
Industry Nonprofit Organization Management
Experience
KGA, Inc. October 2010 - Present
YMCA Southcoast January 2008 - November 2010
Fidelity Investments January 2005 - June 2006
Fidelity Investments January 2001 - January 2005
Fidelity Investments January 2000 - January 2001
Fidelity Investments January 1999 - January 2000
Fidelity Investments January 1998 - January 1999
Bose Corporation January 1996 - January 1998
Bose Corporation January 1995 - January 1996
Quadtech, Inc January 1994 - January 1995
Skills
Management, Coaching, Customer Service, Analysis, Employee Benefits, Business Analysis, Team Building, Marketing, Microsoft Office, Vendor Management, Healthcare, Budgets, Leadership Development, Organizational..., Sales, Talent Management, Employee Relations, Performance Management, Microsoft Excel, Strategy, Forecasting, Microsoft Word, PowerPoint
Education
Babson College 1983 — 1987
BS, Business Administration
KGA, Inc. October 2010 - Present
YMCA Southcoast January 2008 - November 2010
Fidelity Investments January 2005 - June 2006
Fidelity Investments January 2001 - January 2005
Fidelity Investments January 2000 - January 2001
Fidelity Investments January 1999 - January 2000
Fidelity Investments January 1998 - January 1999
Bose Corporation January 1996 - January 1998
Bose Corporation January 1995 - January 1996
Quadtech, Inc January 1994 - January 1995
Skills
Management, Coaching, Customer Service, Analysis, Employee Benefits, Business Analysis, Team Building, Marketing, Microsoft Office, Vendor Management, Healthcare, Budgets, Leadership Development, Organizational..., Sales, Talent Management, Employee Relations, Performance Management, Microsoft Excel, Strategy, Forecasting, Microsoft Word, PowerPoint
Education
Babson College 1983 — 1987
BS, Business Administration
Omer Rondeau, PMP's Fidelity Investments Experience November 2005 - December 2010
Job Director Strategic Portfolio Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2012 - Present
Ameriprise Financial January 2011 - January 2012
Fidelity Investments November 2005 - December 2010
Oracle Consulting Services October 2002 - November 2005
Oracle Consulting Services April 1997 - October 2002
Sybase Professional Services January 1994 - April 1997
GTE Government Systems February 1991 - January 1994
GTE Government Systems May 1987 - February 1991
Skills
Program Management, Project Portfolio..., PMO, SDLC, Process Improvement, Project Delivery, Project Management, Vendor Management, Leadership, PMP, Business Process, Management, Software Project..., Agile Methodologies, Business Analysis, Management Consulting, Resource Management, Risk Management
Education
Babson College 1989 — 1994
Master of Business Administration, Business and Information Technology
Central New England College of Technology 1985 — 1989
Bachelor of Science, Information Technology
TIAA-CREF March 2012 - Present
Ameriprise Financial January 2011 - January 2012
Fidelity Investments November 2005 - December 2010
Oracle Consulting Services October 2002 - November 2005
Oracle Consulting Services April 1997 - October 2002
Sybase Professional Services January 1994 - April 1997
GTE Government Systems February 1991 - January 1994
GTE Government Systems May 1987 - February 1991
Skills
Program Management, Project Portfolio..., PMO, SDLC, Process Improvement, Project Delivery, Project Management, Vendor Management, Leadership, PMP, Business Process, Management, Software Project..., Agile Methodologies, Business Analysis, Management Consulting, Resource Management, Risk Management
Education
Babson College 1989 — 1994
Master of Business Administration, Business and Information Technology
Central New England College of Technology 1985 — 1989
Bachelor of Science, Information Technology
Byron Berk Byron Berk's Fidelity Investments Experience 2007 - 2008
Job Customer Success Lead at Tamr
Industry Information Technology and Services
Experience
Tamr June 2014 - Present
Vertica Systems October 2011 - June 2014
Axeda Corporation 2008 - 2011
Fidelity Investments 2007 - 2008
Green Beacon Solutions 2003 - 2007
Skills
SaaS, Professional Services, Program Management, Integration, Cloud Computing, Enterprise Software, Change Management, Strategy, Start-ups, Business Development, Consulting, Software Project..., Leadership, Process Improvement, Product Management, Go-to-market Strategy, Team Leadership, Vertica, Project Management, Management, Business Analysis, Strategic Planning, Business Intelligence, Agile Methodologies, Team Management, Account Management, Strategic Partnerships, Enterprise Architecture, Solution Selling, Requirements Analysis, CRM, Software Development, Pre-sales, Entrepreneurship, Salesforce.com, Analytics, Business Alliances, Team Building, Mobile Devices
Education
Dartmouth College 1990 — 1994
A.B., Engineering Sciences, cum Laude
Dartmouth College 1994 — 1995
B.E., Engineering Sciences
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA, Entrepreneurship, cum Laude
Tamr June 2014 - Present
Vertica Systems October 2011 - June 2014
Axeda Corporation 2008 - 2011
Fidelity Investments 2007 - 2008
Green Beacon Solutions 2003 - 2007
Skills
SaaS, Professional Services, Program Management, Integration, Cloud Computing, Enterprise Software, Change Management, Strategy, Start-ups, Business Development, Consulting, Software Project..., Leadership, Process Improvement, Product Management, Go-to-market Strategy, Team Leadership, Vertica, Project Management, Management, Business Analysis, Strategic Planning, Business Intelligence, Agile Methodologies, Team Management, Account Management, Strategic Partnerships, Enterprise Architecture, Solution Selling, Requirements Analysis, CRM, Software Development, Pre-sales, Entrepreneurship, Salesforce.com, Analytics, Business Alliances, Team Building, Mobile Devices
Education
Dartmouth College 1990 — 1994
A.B., Engineering Sciences, cum Laude
Dartmouth College 1994 — 1995
B.E., Engineering Sciences
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA, Entrepreneurship, cum Laude
Das Satanur Das Satanur's Fidelity Investments Experience 2005 - March 2012
Job Information Management || Big Data || Product Management
Industry Information Technology and Services
Experience
Covidien 2012 - Present
Fidelity Investments 2005 - March 2012
Information Architect 2001 - 2005
Sapient 1998 - 2001
Skills
Data Warehousing, ETL, Enterprise Architecture, Informatica, Master Data Management, Databases, Analytics, Data Integration, Big Data, Integration, Agile Methodologies, Business Intelligence, Data Governance, SDLC, Product Management, Predictive Analytics, Hadoop, Netezza, Agile, SaaS, R, InfoSphere, Data Warehouse..., Data Modeling, Oracle, Enterprise Software, CRM, Cloud Computing, Leadership, Cross-functional Team..., Product Marketing, Solutions Marketing, ERP, Requirements Gathering
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2012
Master in Business Administration (MBA), Business Administration and Management, General
Mysore University 1986 — 1990
B.E, Bachelor in Engineering
Covidien 2012 - Present
Fidelity Investments 2005 - March 2012
Information Architect 2001 - 2005
Sapient 1998 - 2001
Skills
Data Warehousing, ETL, Enterprise Architecture, Informatica, Master Data Management, Databases, Analytics, Data Integration, Big Data, Integration, Agile Methodologies, Business Intelligence, Data Governance, SDLC, Product Management, Predictive Analytics, Hadoop, Netezza, Agile, SaaS, R, InfoSphere, Data Warehouse..., Data Modeling, Oracle, Enterprise Software, CRM, Cloud Computing, Leadership, Cross-functional Team..., Product Marketing, Solutions Marketing, ERP, Requirements Gathering
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2012
Master in Business Administration (MBA), Business Administration and Management, General
Mysore University 1986 — 1990
B.E, Bachelor in Engineering
Trisha Holleran-Devlin's Fidelity Investments Experience June 1999 - April 2001
Job Associate Director, Marketing at ZS Pharma, Inc.
Industry Biotechnology
Experience
ZS Pharma, Inc. September 2015 - Present
Mallinckrodt Pharmaceuticals February 2013 - August 2015
NextWave Pharmaceuticals Inc. February 2011 - December 2012
Healthcare Businesswomen’s Association, San Francisco Chapter January 2011 - November 2011
Onyx Pharmaceuticals April 2010 - September 2010
Millennium Pharmaceuticals January 2006 - April 2010
Millennium Pharmaceuticals November 2004 - January 2006
Millennium Pharmaceuticals 2001 - 2004
Fidelity Investments June 1999 - April 2001
Nortel Networks 1997 - 1999
Skills
Product Marketing, Marketing, Product Management, Market Research, Product Launch, Program Management, Healthcare, Cardiology, Oncology, Medical Devices, Pharmaceutical Industry, Hospitals, Pharmaceutical Sales, Cross-functional Team..., Lifesciences, Hematology, Biotechnology
Education
Babson College
ZS Pharma, Inc. September 2015 - Present
Mallinckrodt Pharmaceuticals February 2013 - August 2015
NextWave Pharmaceuticals Inc. February 2011 - December 2012
Healthcare Businesswomen’s Association, San Francisco Chapter January 2011 - November 2011
Onyx Pharmaceuticals April 2010 - September 2010
Millennium Pharmaceuticals January 2006 - April 2010
Millennium Pharmaceuticals November 2004 - January 2006
Millennium Pharmaceuticals 2001 - 2004
Fidelity Investments June 1999 - April 2001
Nortel Networks 1997 - 1999
Skills
Product Marketing, Marketing, Product Management, Market Research, Product Launch, Program Management, Healthcare, Cardiology, Oncology, Medical Devices, Pharmaceutical Industry, Hospitals, Pharmaceutical Sales, Cross-functional Team..., Lifesciences, Hematology, Biotechnology
Education
Babson College
Brian LeBlanc Brian LeBlanc's Fidelity Investments Experience January 2014 - Present
Job Software Management Professional
Industry Computer Software
Experience
Fidelity Investments January 2014 - Present
Atomic Tower March 2011 - October 2014
Touch Ahead Software LLC November 2008 - July 2010
NSK & Associates, Inc. September 2007 - July 2010
Iron Mountain Digital May 2005 - August 2007
Linedata Services April 2003 - August 2004
Arrowhead Solutions 2002 - 2003
Courion Corporation February 2001 - August 2002
HighGround Systems Inc. November 1999 - February 2001
Mass Financial Services December 1997 - August 1999
Skills
Entrepreneurship, Startup Financials, Engineering Management, Product Development, Strategic Planning, Strategic Partnerships, Cloud Computing, Business Intelligence, Agile Methodologies, SaaS, Software Development, Java, Start-ups, Program Management, Team Building, Agile Project Management, Project Management, Product Management, Leadership, User Experience, System Architecture, Mobile Devices, Strategy, SDLC, Security, Business Development, CRM, Enterprise Software, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA, Entrepreneurship/Entrepreneurial Studies
Boston University 1998 — 1999
Masters Certificate, Windows Development
Berklee College of Music 1989 — 1992
Bachelor of Music, BMus
Fidelity Investments January 2014 - Present
Atomic Tower March 2011 - October 2014
Touch Ahead Software LLC November 2008 - July 2010
NSK & Associates, Inc. September 2007 - July 2010
Iron Mountain Digital May 2005 - August 2007
Linedata Services April 2003 - August 2004
Arrowhead Solutions 2002 - 2003
Courion Corporation February 2001 - August 2002
HighGround Systems Inc. November 1999 - February 2001
Mass Financial Services December 1997 - August 1999
Skills
Entrepreneurship, Startup Financials, Engineering Management, Product Development, Strategic Planning, Strategic Partnerships, Cloud Computing, Business Intelligence, Agile Methodologies, SaaS, Software Development, Java, Start-ups, Program Management, Team Building, Agile Project Management, Project Management, Product Management, Leadership, User Experience, System Architecture, Mobile Devices, Strategy, SDLC, Security, Business Development, CRM, Enterprise Software, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA, Entrepreneurship/Entrepreneurial Studies
Boston University 1998 — 1999
Masters Certificate, Windows Development
Berklee College of Music 1989 — 1992
Bachelor of Music, BMus
David Wakefield David Wakefield's Fidelity Investments Experience December 2014 - Present
Job Vice President, Strategy, Planning and Analytics, Fidelity Asset Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments July 2013 - December 2014
Fidelity Investments July 2009 - June 2013
Fidelity Investments January 2008 - June 2009
Fidelity Investments June 2007 - December 2008
Fidelity Investments June 2005 - June 2007
Duff & Phelps Capital Partners, LLC 2002 - 2003
VIGIC Services, LLC September 2000 - March 2002
Morgan Stanley July 1998 - September 2000
Skills
Project Management, Financial Modeling, Valuation, Corporate Finance, Strategic Financial..., Business Development, Treasury Management, Investments, Capital Markets, Financial Analysis, Risk Management, Finance, Alternative Investments, Private Equity, Due Diligence, Strategy, Mergers & Acquisitions, Competitive Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA
Fairfield University 1994 — 1998
BA
Fidelity Investments December 2014 - Present
Fidelity Investments July 2013 - December 2014
Fidelity Investments July 2009 - June 2013
Fidelity Investments January 2008 - June 2009
Fidelity Investments June 2007 - December 2008
Fidelity Investments June 2005 - June 2007
Duff & Phelps Capital Partners, LLC 2002 - 2003
VIGIC Services, LLC September 2000 - March 2002
Morgan Stanley July 1998 - September 2000
Skills
Project Management, Financial Modeling, Valuation, Corporate Finance, Strategic Financial..., Business Development, Treasury Management, Investments, Capital Markets, Financial Analysis, Risk Management, Finance, Alternative Investments, Private Equity, Due Diligence, Strategy, Mergers & Acquisitions, Competitive Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA
Fairfield University 1994 — 1998
BA
Brendan T. Melvin Brendan T. Melvin's Fidelity Investments Experience 2004 - 2005
Job Sourcing/Contracts/Supply Chain Professional
Industry Logistics and Supply Chain
Experience
Partners HealthCare 2012 - Present
Demandware 2011 - 2012
TransCanada 2010 - 2011
FPL Energy Seabrook, LLC 2006 - 2009
Dynamics Research Corporation 2005 - 2006
Fidelity Investments 2004 - 2005
Blue Cross Blue Shield of Massachusetts 2003 - 2004
Iron Mountain, Inc. 2002 - 2003
StorageNetworks 1999 - 2001
Cambridge Technology Partners 1997 - 1999
Skills
Leadership, Contract Management, Contract Negotiation, Strategic Planning, Salesforce.com, Procurement, Enterprise Software, Business Development, Financial Analysis, Risk Management, Sourcing, Start-ups, Program Management, Management, Supply Chain Management
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Merrimack College
Bachelor of Arts, Economics
Partners HealthCare 2012 - Present
Demandware 2011 - 2012
TransCanada 2010 - 2011
FPL Energy Seabrook, LLC 2006 - 2009
Dynamics Research Corporation 2005 - 2006
Fidelity Investments 2004 - 2005
Blue Cross Blue Shield of Massachusetts 2003 - 2004
Iron Mountain, Inc. 2002 - 2003
StorageNetworks 1999 - 2001
Cambridge Technology Partners 1997 - 1999
Skills
Leadership, Contract Management, Contract Negotiation, Strategic Planning, Salesforce.com, Procurement, Enterprise Software, Business Development, Financial Analysis, Risk Management, Sourcing, Start-ups, Program Management, Management, Supply Chain Management
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Merrimack College
Bachelor of Arts, Economics
Chuck Robertson Chuck Robertson's Fidelity Investments Experience August 1993 - September 2003
Job Managing Director, Marketing, at AdvisorShares
Industry Financial Services
Experience
AdvisorShares December 2009 - Present
Digital Insight, an Intuit Company March 2007 - December 2009
E*TRADE Financial August 2006 - March 2007
JPMorgan Chase December 2004 - August 2006
Fidelity Investments August 1993 - September 2003
Skills
ETFs, Product Management, Investment Strategies, Mutual Funds, Financial Services, Asset Managment, Portfolio Management, Asset Management, Business Analysis, Series 7, Wealth Management, Investments, Cross-functional Team..., Equities, Investment Advisory, Asset Allocation, Investment Management, Financial Advisory, Relationship Management, Financial Markets, FINRA, Fixed Income, Alternative Investments, Business Development, Management, Retirement Planning, Securities, Investor Relations
Education
UCLA 2011 — 2016
Certificate, Creative Writing in Fiction
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2004
MBA, Marketing
AdvisorShares December 2009 - Present
Digital Insight, an Intuit Company March 2007 - December 2009
E*TRADE Financial August 2006 - March 2007
JPMorgan Chase December 2004 - August 2006
Fidelity Investments August 1993 - September 2003
Skills
ETFs, Product Management, Investment Strategies, Mutual Funds, Financial Services, Asset Managment, Portfolio Management, Asset Management, Business Analysis, Series 7, Wealth Management, Investments, Cross-functional Team..., Equities, Investment Advisory, Asset Allocation, Investment Management, Financial Advisory, Relationship Management, Financial Markets, FINRA, Fixed Income, Alternative Investments, Business Development, Management, Retirement Planning, Securities, Investor Relations
Education
UCLA 2011 — 2016
Certificate, Creative Writing in Fiction
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2004
MBA, Marketing
Christopher Lorentzen Christopher Lorentzen's Fidelity Investments Experience September 2006 - August 2008
Job
Industry Computer Games
Experience
Turbine, Inc (a subsidiary of Warner Bros. Interactive Entertainment) May 2014 - Present
Turbine, Inc (a subsidiary of Warner Bros. Interactive Entertainment) May 2010 - Present
Mass Technology Leadership Council May 2009 - May 2010
Small Dog Electronics May 2009 - August 2009
ARCUS September 2008 - May 2009
Fidelity Investments September 2006 - August 2008
Fidelity Investments May 2005 - September 2006
Fidelity Investments December 2003 - May 2005
Skills
Product Management, Competitive Analysis, Strategy, E-commerce, Marketing, Business Strategy, Product Development, Analysis, Sales, Product Marketing, Marketing Strategy, Pricing, Integrated Marketing, Marketing Research, Financial Analysis, Market Research, Entrepreneurship, Product Launch, Social Media, Email Marketing, Online Advertising, Brand Management, Cross-functional Team..., Project Management, Online Marketing, Brand Development, Leadership, Market Analysis, Digital Marketing, Business Development, Management, Strategic Partnerships, Team Leadership, Analytics, Digital Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA
Colby College 1998 — 2002
BA
Souhegan High School 1997 — 2002
Turbine, Inc (a subsidiary of Warner Bros. Interactive Entertainment) May 2014 - Present
Turbine, Inc (a subsidiary of Warner Bros. Interactive Entertainment) May 2010 - Present
Mass Technology Leadership Council May 2009 - May 2010
Small Dog Electronics May 2009 - August 2009
ARCUS September 2008 - May 2009
Fidelity Investments September 2006 - August 2008
Fidelity Investments May 2005 - September 2006
Fidelity Investments December 2003 - May 2005
Skills
Product Management, Competitive Analysis, Strategy, E-commerce, Marketing, Business Strategy, Product Development, Analysis, Sales, Product Marketing, Marketing Strategy, Pricing, Integrated Marketing, Marketing Research, Financial Analysis, Market Research, Entrepreneurship, Product Launch, Social Media, Email Marketing, Online Advertising, Brand Management, Cross-functional Team..., Project Management, Online Marketing, Brand Development, Leadership, Market Analysis, Digital Marketing, Business Development, Management, Strategic Partnerships, Team Leadership, Analytics, Digital Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA
Colby College 1998 — 2002
BA
Souhegan High School 1997 — 2002
Subhendu Choudhury's Fidelity Investments Experience October 1997 - Present
Job Senior Development Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 1997 - Present
National Semiconductor January 1997 - October 1997
GE Appliances January 1996 - December 1996
Tata Consultancy Services April 1995 - December 1995
Britannia Industries Limited July 1992 - January 1993
Skills
SDLC, Business Intelligence, Agile Methodologies, Data Modeling, ETL, Oracle, Project Management, Data Analysis, Data Warehousing, Requirements Analysis, Sybase, Business Analysis, Database Design, Unix, Leadership, OBIEE, OLAP, Data Analytics, Oracle Cube, Informatica, Data Security, Hyperion Essbase, Data Mining, Tableau
Education
Babson College 2010 — 2014
Master of Business Administration (M.B.A.), Finance, General
Indian Institute of Technology, Madras 1993 — 1995
MTech, Machine Dynamics
Indian Institute of Technology, Kharagpur 1988 — 1992
BTech, Mechanical Engg
Fidelity Investments October 1997 - Present
National Semiconductor January 1997 - October 1997
GE Appliances January 1996 - December 1996
Tata Consultancy Services April 1995 - December 1995
Britannia Industries Limited July 1992 - January 1993
Skills
SDLC, Business Intelligence, Agile Methodologies, Data Modeling, ETL, Oracle, Project Management, Data Analysis, Data Warehousing, Requirements Analysis, Sybase, Business Analysis, Database Design, Unix, Leadership, OBIEE, OLAP, Data Analytics, Oracle Cube, Informatica, Data Security, Hyperion Essbase, Data Mining, Tableau
Education
Babson College 2010 — 2014
Master of Business Administration (M.B.A.), Finance, General
Indian Institute of Technology, Madras 1993 — 1995
MTech, Machine Dynamics
Indian Institute of Technology, Kharagpur 1988 — 1992
BTech, Mechanical Engg
David L Collins, MBA, JD David L Collins, MBA, JD's Fidelity Investments Experience December 2012 - Present
Job Senior Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Fidelity Investments June 2008 - December 2012
Fidelity Investments February 2000 - 2008
Fidelity Investments 1997 - 2000
Skills
Financial Services, Mutual Funds, Analysis, Risk Management, Business Analysis, Requirements Gathering, Requirements Analysis, Software Project..., Tesseract, Minerva, Checkfree Recon Plus, SharePoint, Fixed Income, Testing, Capital Markets, Equities, Portfolio Management, Derivatives, Legal Research, Legal Writing, Securities Regulation, Alternative Investments, Latent Zero, Teaching, Investment Management, Bloomberg, Hedge Funds, Trading Systems
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Northeastern University School of Law 1990 — 1993
JD
Brandeis University
BA
Fidelity Investments December 2012 - Present
Fidelity Investments June 2008 - December 2012
Fidelity Investments February 2000 - 2008
Fidelity Investments 1997 - 2000
Skills
Financial Services, Mutual Funds, Analysis, Risk Management, Business Analysis, Requirements Gathering, Requirements Analysis, Software Project..., Tesseract, Minerva, Checkfree Recon Plus, SharePoint, Fixed Income, Testing, Capital Markets, Equities, Portfolio Management, Derivatives, Legal Research, Legal Writing, Securities Regulation, Alternative Investments, Latent Zero, Teaching, Investment Management, Bloomberg, Hedge Funds, Trading Systems
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Northeastern University School of Law 1990 — 1993
JD
Brandeis University
BA
Patrick Bagley's Fidelity Investments Experience June 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
New York Life Insurance Company June 2014 - October 2014
National Electrical Contractors Association of Greater Boston June 2014 - August 2014
Skills
Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Leadership, Social Media, Social Networking, Corporate Finance, Research
Education
Babson College 2011 — 2015
Boston College High School 2007 — 2011
Fidelity Investments June 2015 - Present
New York Life Insurance Company June 2014 - October 2014
National Electrical Contractors Association of Greater Boston June 2014 - August 2014
Skills
Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Leadership, Social Media, Social Networking, Corporate Finance, Research
Education
Babson College 2011 — 2015
Boston College High School 2007 — 2011
Stephen Tripi's Fidelity Investments Experience September 2006 - May 2008
Job Business Systems Analyst (Contractor) at American Tower
Industry Marketing and Advertising
Experience
American Tower August 2015 - Present
Infogroup September 2013 - August 2015
Alegeus Technologies November 2012 - November 2013
e-Dialog October 2011 - September 2012
Tufts Health Plan June 2008 - October 2011
YMCA of Cambridge 1999 - 2011
Fidelity Investments September 2006 - May 2008
Epsilon November 2004 - September 2006
RSA The Security Division of EMC April 2004 - November 2004
RSA The Security Division of EMC January 2004 - April 2004
Skills
Requirements Analysis, SDLC, SQL, Access, Business Analysis, Databases, Oracle, Project Management, Software Documentation, Management, Integration, Unix, Analysis
Education
Babson College 1998 — 2002
Bachelors Of Science in Business Management, Management Information Systems
Lexington High School
American Tower August 2015 - Present
Infogroup September 2013 - August 2015
Alegeus Technologies November 2012 - November 2013
e-Dialog October 2011 - September 2012
Tufts Health Plan June 2008 - October 2011
YMCA of Cambridge 1999 - 2011
Fidelity Investments September 2006 - May 2008
Epsilon November 2004 - September 2006
RSA The Security Division of EMC April 2004 - November 2004
RSA The Security Division of EMC January 2004 - April 2004
Skills
Requirements Analysis, SDLC, SQL, Access, Business Analysis, Databases, Oracle, Project Management, Software Documentation, Management, Integration, Unix, Analysis
Education
Babson College 1998 — 2002
Bachelors Of Science in Business Management, Management Information Systems
Lexington High School
Anthony Piccione Anthony Piccione's Fidelity Investments Experience January 2001 - December 2002
Job Vice President, AML PMO at State Street
Industry Banking
Experience
State Street July 2014 - Present
Sovereign Bank December 2002 - June 2014
Fidelity Investments January 2001 - December 2002
Genii LifeMedia Inc 2000 - 2001
BankBoston 1991 - 2000
Skills
Analysis, Banking, Business Analysis, Requirements Analysis, Risk, SDLC, Process Engineering, Program Management, Process Improvement, Change Management, Mentoring, Compliance, Systems Analysis, Problem Solving, Enterprise Architecture, Integration, Financial Risk, Project Management, Risk Management, Vendor Management, Business Process..., IT Strategy, Management, Business Strategy, Business Intelligence, Software Documentation, Data Analysis, Data Warehousing, Logical Data Modeling, ATMs, ETL, Requirements Gathering, Mergers & Acquisitions, Financial Services, Defined Benefit, Financial Analysis, Retail Banking, Visio, Software Project..., Project Portfolio..., Portfolio Management, Leadership, Analytics, AML, Credit Risk, Relationship Management, PMO
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Business Administration and Management, General
College of the Holy Cross
BA, Economics
Northeastern University
Certification In Web Development
State Street July 2014 - Present
Sovereign Bank December 2002 - June 2014
Fidelity Investments January 2001 - December 2002
Genii LifeMedia Inc 2000 - 2001
BankBoston 1991 - 2000
Skills
Analysis, Banking, Business Analysis, Requirements Analysis, Risk, SDLC, Process Engineering, Program Management, Process Improvement, Change Management, Mentoring, Compliance, Systems Analysis, Problem Solving, Enterprise Architecture, Integration, Financial Risk, Project Management, Risk Management, Vendor Management, Business Process..., IT Strategy, Management, Business Strategy, Business Intelligence, Software Documentation, Data Analysis, Data Warehousing, Logical Data Modeling, ATMs, ETL, Requirements Gathering, Mergers & Acquisitions, Financial Services, Defined Benefit, Financial Analysis, Retail Banking, Visio, Software Project..., Project Portfolio..., Portfolio Management, Leadership, Analytics, AML, Credit Risk, Relationship Management, PMO
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Business Administration and Management, General
College of the Holy Cross
BA, Economics
Northeastern University
Certification In Web Development
Brian Carolan, CFA Brian Carolan, CFA's Fidelity Investments Experience 1991 - 1998
Job Chief Investment Officer at CMH Wealth Management, LLC
Industry Investment Management
Experience
CMH Wealth Management May 2009 - Present
U.S. Trust at Bank of America August 1998 - May 2009
Fidelity Investments 1991 - 1998
United States Navy May 1987 - August 1991
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1995
MBA, Business
Villanova University 1983 — 1987
BSBA, Finance
CMH Wealth Management May 2009 - Present
U.S. Trust at Bank of America August 1998 - May 2009
Fidelity Investments 1991 - 1998
United States Navy May 1987 - August 1991
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1995
MBA, Business
Villanova University 1983 — 1987
BSBA, Finance
Timothy Dolan's Fidelity Investments Experience September 1995 - July 2008
Job Investment Management & Distribution; Managing Partner, Alpha Risk Solutions; Managing Principal, Dolan Capital Group
Industry Financial Services
Experience
Alpha Risk Solutions April 2013 - Present
Dolan Capital Group, LLC 2009 - Present
Fidelity Investments September 1995 - July 2008
GT Global Financial Services April 1990 - September 1995
MFS Investment Management May 1983 - April 1990
Skills
Training, Retirement, Strategic Financial..., Securities, Selling, Retirement Planning, 401k, Mutual Funds, Sales, Investment Management, Investments, Series 7, Financial Services, Fixed Annuities, Asset Allocation, Financial Analysis, Management, Marketing, Alternative Investments, Program Management, Series 24, Risk Management, Asset Management, Wealth Management, Relationship Management, Series 63, Portfolio Management, Insurance, Investment Advisory, Investment Strategies
Education
Securities Industry Institute @ Univ. of Penn Wharton School 2005 — 2007
Securities Industry
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1998
MBA, Marketing & Entrepreneurship
Babson College 1974 — 1978
BS, Management & Investments
Alpha Risk Solutions April 2013 - Present
Dolan Capital Group, LLC 2009 - Present
Fidelity Investments September 1995 - July 2008
GT Global Financial Services April 1990 - September 1995
MFS Investment Management May 1983 - April 1990
Skills
Training, Retirement, Strategic Financial..., Securities, Selling, Retirement Planning, 401k, Mutual Funds, Sales, Investment Management, Investments, Series 7, Financial Services, Fixed Annuities, Asset Allocation, Financial Analysis, Management, Marketing, Alternative Investments, Program Management, Series 24, Risk Management, Asset Management, Wealth Management, Relationship Management, Series 63, Portfolio Management, Insurance, Investment Advisory, Investment Strategies
Education
Securities Industry Institute @ Univ. of Penn Wharton School 2005 — 2007
Securities Industry
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1998
MBA, Marketing & Entrepreneurship
Babson College 1974 — 1978
BS, Management & Investments
Richard A. Gilbody's Fidelity Investments Experience June 2011 - August 2011
Job Sales Director at IntercontinentalExchange, Inc.
Industry Financial Services
Experience
IntercontinentalExchange, Inc. March 2014 - Present
NYSE Euronext June 2012 - February 2014
Cardinal Cushing Centers, Inc. January 2008 - June 2012
Babson College October 2010 - March 2012
Fidelity Investments June 2011 - August 2011
Skills
Analysis, Budgets, Leadership, Training, Finance, Sales, Business Development, Human Resources, Coaching Baseball, Drinking Water, Pilates, Trading, Sales Process, Direct Sales
Education
Babson College 2008 — 2012
Bachelor of Science in Business Management, Finance and Strategic Management
Boston College High School 2004 — 2008
IntercontinentalExchange, Inc. March 2014 - Present
NYSE Euronext June 2012 - February 2014
Cardinal Cushing Centers, Inc. January 2008 - June 2012
Babson College October 2010 - March 2012
Fidelity Investments June 2011 - August 2011
Skills
Analysis, Budgets, Leadership, Training, Finance, Sales, Business Development, Human Resources, Coaching Baseball, Drinking Water, Pilates, Trading, Sales Process, Direct Sales
Education
Babson College 2008 — 2012
Bachelor of Science in Business Management, Finance and Strategic Management
Boston College High School 2004 — 2008
Sylvia Kombouras's Fidelity Investments Experience June 2014 - Present
Job Financial Planner
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments May 2013 - June 2014
Fidelity Investments April 2012 - May 2013
Mobilaurus June 2009 - March 2012
Skills
Start-ups, Securities, Strategic Financial..., Project Management, Retirement Planning, Investment Strategies, Strategic Planning, Asset Allocation, Finance, Asset Management, Financial Services, Portfolio Management, Bloomberg, Business Development, Customer Service, Entrepreneurship, Equities, Fixed Income, Leadership, Investments, Mutual Funds, Sales, Strategy, Options, Bonds, ETFs, Retirement, Trading, Emerging Markets, Capital Markets, Financial Planning
Education
Babson College 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Fidelity Investments June 2014 - Present
Fidelity Investments May 2013 - June 2014
Fidelity Investments April 2012 - May 2013
Mobilaurus June 2009 - March 2012
Skills
Start-ups, Securities, Strategic Financial..., Project Management, Retirement Planning, Investment Strategies, Strategic Planning, Asset Allocation, Finance, Asset Management, Financial Services, Portfolio Management, Bloomberg, Business Development, Customer Service, Entrepreneurship, Equities, Fixed Income, Leadership, Investments, Mutual Funds, Sales, Strategy, Options, Bonds, ETFs, Retirement, Trading, Emerging Markets, Capital Markets, Financial Planning
Education
Babson College 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Peter Coutracos's Fidelity Investments Experience 1991 - 2005
Job AVP Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch/Bank of America 2012 - Present
Merrill Lynch 2010 - 2011
Independent 2005 - 2010
Fidelity Investments 1991 - 2005
Skills
Retirement Planning, Portfolio Management, Wealth Management, Mutual Funds, Fixed Income, Asset Allocation, Annuities, IRA's, 401k, Estate Planning, Charitable Giving, Options, Financial Analysis, Financial Planning, Financial Modeling, Risk Management, Compliance, Finance, Series 7, Strategic Financial..., Securities, Fixed Annuities, IRAs, Charities
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Babson College
BS
Merrill Lynch/Bank of America 2012 - Present
Merrill Lynch 2010 - 2011
Independent 2005 - 2010
Fidelity Investments 1991 - 2005
Skills
Retirement Planning, Portfolio Management, Wealth Management, Mutual Funds, Fixed Income, Asset Allocation, Annuities, IRA's, 401k, Estate Planning, Charitable Giving, Options, Financial Analysis, Financial Planning, Financial Modeling, Risk Management, Compliance, Finance, Series 7, Strategic Financial..., Securities, Fixed Annuities, IRAs, Charities
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Babson College
BS
Brian Blongastainer, CFA Brian Blongastainer, CFA's Fidelity Investments Experience July 2009 - March 2011
Job Equity Research Analyst at The Boston Company Asset Management, LLC
Industry Investment Management
Experience
The Boston Company Asset Management, LLC March 2014 - Present
The Boston Company July 2011 - February 2014
Fidelity Investments July 2009 - March 2011
Fidelity Investments April 2007 - July 2009
Fidelity Investments January 2006 - April 2007
Fidelity Investments August 2005 - January 2006
Fidelity Investments June 2004 - July 2005
Lexington High School, Lexington, MA September 2000 - June 2004
Skills
Investments, Equities, Mutual Funds, Product Development, Due Diligence, Asset Management, Product Management, Research, Bloomberg, Competitive Analysis, Capital Markets, Valuation, Equity Valuation, Market Analysis, Equity Research, Customer Relations, Market Research, Asset Allocation, Alternative Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2010
MBA, 3.8 GPA, Magna Cum Laude
Cambridge College 1999 — 2001
Masters, Education, Special Education
Bates College 1994 — 1998
B.A., Economics
University of Melbourne (Trinity College) 1997 — 1997
Semester abroad
The Boston Company Asset Management, LLC March 2014 - Present
The Boston Company July 2011 - February 2014
Fidelity Investments July 2009 - March 2011
Fidelity Investments April 2007 - July 2009
Fidelity Investments January 2006 - April 2007
Fidelity Investments August 2005 - January 2006
Fidelity Investments June 2004 - July 2005
Lexington High School, Lexington, MA September 2000 - June 2004
Skills
Investments, Equities, Mutual Funds, Product Development, Due Diligence, Asset Management, Product Management, Research, Bloomberg, Competitive Analysis, Capital Markets, Valuation, Equity Valuation, Market Analysis, Equity Research, Customer Relations, Market Research, Asset Allocation, Alternative Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2010
MBA, 3.8 GPA, Magna Cum Laude
Cambridge College 1999 — 2001
Masters, Education, Special Education
Bates College 1994 — 1998
B.A., Economics
University of Melbourne (Trinity College) 1997 — 1997
Semester abroad
Nick Diodati's Fidelity Investments Experience April 2012 - August 2014
Job Senior Sales Executive
Industry Financial Services
Experience
Fiserv June 2015 - Present
Crossroads Strategic Consulting Group August 2014 - May 2015
Fidelity Investments April 2012 - August 2014
Fidelity Investments June 2006 - April 2012
Fidelity Investments July 2004 - June 2006
Fidelity Investments October 2003 - July 2004
Fidelity Investments March 2001 - October 2003
Skills
Series 7, Series 63, Mutual Funds, Financial Services, Securities, Wealth Management, Investments, Equities, Asset Allocation, Alternative Investments, Asset Management, Fixed Income, Portfolio Management, Investment Advisory, FINRA, Series 24, Relationship Management, 401k, Hedge Funds, Retirement, Investment Strategies, Capital Markets, Investment Management, ETFs, Retirement Planning, Series 6, Trading, Separately Managed..., Financial Advisory, Trading Systems, Vendor Management, Process Improvement, Financial Markets, Strategy, Financial Analysis, Options, Equity Trading, Product Management, Market Data
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2003
MBA
Babson College 1990 — 1994
Finance / Investments, Finance and Investments
Fiserv June 2015 - Present
Crossroads Strategic Consulting Group August 2014 - May 2015
Fidelity Investments April 2012 - August 2014
Fidelity Investments June 2006 - April 2012
Fidelity Investments July 2004 - June 2006
Fidelity Investments October 2003 - July 2004
Fidelity Investments March 2001 - October 2003
Skills
Series 7, Series 63, Mutual Funds, Financial Services, Securities, Wealth Management, Investments, Equities, Asset Allocation, Alternative Investments, Asset Management, Fixed Income, Portfolio Management, Investment Advisory, FINRA, Series 24, Relationship Management, 401k, Hedge Funds, Retirement, Investment Strategies, Capital Markets, Investment Management, ETFs, Retirement Planning, Series 6, Trading, Separately Managed..., Financial Advisory, Trading Systems, Vendor Management, Process Improvement, Financial Markets, Strategy, Financial Analysis, Options, Equity Trading, Product Management, Market Data
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2003
MBA
Babson College 1990 — 1994
Finance / Investments, Finance and Investments
Sunny Kwak, CFA's Fidelity Investments Experience July 2009 - August 2009
Job Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank December 2014 - Present
Macquarie Group June 2013 - December 2014
Macquarie Group December 2012 - May 2013
The Hanover Insurance Group June 2010 - November 2012
Greenbulb LLC May 2009 - June 2010
Fidelity Investments July 2009 - August 2009
Education
Babson College 2008 — 2010
Bachelor's, Business Administration and Management, General
Clarkstown High School North
Deutsche Bank December 2014 - Present
Macquarie Group June 2013 - December 2014
Macquarie Group December 2012 - May 2013
The Hanover Insurance Group June 2010 - November 2012
Greenbulb LLC May 2009 - June 2010
Fidelity Investments July 2009 - August 2009
Education
Babson College 2008 — 2010
Bachelor's, Business Administration and Management, General
Clarkstown High School North
Anirban Dhar's Fidelity Investments Experience February 2010 - Present
Job Director Data Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2010 - Present
State Street October 2006 - February 2010
Lightbridge Inc August 2000 - September 2006
Datacore Systems 1999 - 2000
Infosys 1998 - 1999
IBM Global Services 1997 - 1998
Pertech Computers Ltd 1994 - 1996
Skills
Fixed Income Technology, Asset Management Equity..., Asset Management High..., Large Complex Program..., Business Intelligence, Strategy, Cross-functional Team..., Management, CRM, Outsourcing, Entrepreneurship, Process Improvement, Strategic Planning, Analytics, Databases, Unix, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
MBA, Finance & Entrepreneurship
Birla Institute of Technology 1991 — 1994
B.E, Electronics & Computers
Fidelity Investments February 2010 - Present
State Street October 2006 - February 2010
Lightbridge Inc August 2000 - September 2006
Datacore Systems 1999 - 2000
Infosys 1998 - 1999
IBM Global Services 1997 - 1998
Pertech Computers Ltd 1994 - 1996
Skills
Fixed Income Technology, Asset Management Equity..., Asset Management High..., Large Complex Program..., Business Intelligence, Strategy, Cross-functional Team..., Management, CRM, Outsourcing, Entrepreneurship, Process Improvement, Strategic Planning, Analytics, Databases, Unix, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
MBA, Finance & Entrepreneurship
Birla Institute of Technology 1991 — 1994
B.E, Electronics & Computers
Sharon O'Donnell's Fidelity Investments Experience August 2001 - September 2010
Job QA Engineer in transition
Industry Financial Services
Experience
Vestmark January 2015 - August 2015
Liberty Mutual January 2011 - November 2014
Fidelity Investments August 2001 - September 2010
WorldStreet Corporation 1999 - 2001
Boston Stock Exchange 1999 - 2000
Thomson Financial 1993 - 1999
Skills
Agile Methodologies, Business Analysis, Quality Assurance, SDLC, Requirements Analysis, Business Requirements, Process Improvement, Software Project..., Requirements Gathering, SQL
Education
Babson College 1980 — 1984
BS, Finance, General
Babson College
Vestmark January 2015 - August 2015
Liberty Mutual January 2011 - November 2014
Fidelity Investments August 2001 - September 2010
WorldStreet Corporation 1999 - 2001
Boston Stock Exchange 1999 - 2000
Thomson Financial 1993 - 1999
Skills
Agile Methodologies, Business Analysis, Quality Assurance, SDLC, Requirements Analysis, Business Requirements, Process Improvement, Software Project..., Requirements Gathering, SQL
Education
Babson College 1980 — 1984
BS, Finance, General
Babson College
David Quirk David Quirk's Fidelity Investments Experience 2000 - 2006
Job Investment Operations Executive and Advisory Consultant
Industry Investment Management
Experience
Citisoft 2006 - Present
BearingPoint 2006 - 2006
Fidelity Investments 2000 - 2006
State Street 1997 - 2000
Ames Color-File 1994 - 1997
Skills
Financial Services, Business Analysis, Outsourcing, Management Consulting, Change Management, Program Management, Back Office, Investments, Equities, Portfolio Management, Strategy, Management, Mutual Funds, Process Engineering, Business Process..., Executive Management, PMO, Asset Managment, Securities, Project Management, Hedge Funds, Fixed Income, Investment Management, CRM, Financial Operations, Operations Management, Middle Office, Operational Efficiency, Business Transformation, Client Service, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
MBA
College of the Holy Cross 1990 — 1994
BA
BC High 1986 — 1990
Citisoft 2006 - Present
BearingPoint 2006 - 2006
Fidelity Investments 2000 - 2006
State Street 1997 - 2000
Ames Color-File 1994 - 1997
Skills
Financial Services, Business Analysis, Outsourcing, Management Consulting, Change Management, Program Management, Back Office, Investments, Equities, Portfolio Management, Strategy, Management, Mutual Funds, Process Engineering, Business Process..., Executive Management, PMO, Asset Managment, Securities, Project Management, Hedge Funds, Fixed Income, Investment Management, CRM, Financial Operations, Operations Management, Middle Office, Operational Efficiency, Business Transformation, Client Service, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
MBA
College of the Holy Cross 1990 — 1994
BA
BC High 1986 — 1990
Timan Lee Timan Lee's Fidelity Investments Experience January 2015 - June 2015
Job Audit Associate at KPMG
Industry Accounting
Experience
KPMG US August 2015 - Present
Fidelity Capital Markets June 2015 - August 2015
Fidelity Investments January 2015 - June 2015
Tablelist December 2014 - June 2015
Tablelist September 2014 - December 2014
KPMG US June 2014 - August 2014
Opium Mar Barcelona February 2014 - June 2014
PwC September 2013 - January 2014
Town Sports International August 2013 - January 2014
Town Sports International July 2012 - August 2013
Skills
Public Speaking, Marketing, Entrepreneurship, Spanish, Time Management, Microsoft Office, Social Media, Customer Service, PowerPoint, Training, Management, Research, Public Relations, Microsoft Excel, Recruitment Advertising, Social Media Measurement, Blogging, Leadership, Social Networking, Social Media Marketing
Education
Babson College 2011 — 2015
Bachelor of Science, Accounting and Marketing
ESADE Business & Law School 2014 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Brooklyn Technical High School 2007 — 2011
NYS Advanced Regents HS Diploma
Columbia University 2009 — 2010
State Pre-College Enrichment Program
KPMG US August 2015 - Present
Fidelity Capital Markets June 2015 - August 2015
Fidelity Investments January 2015 - June 2015
Tablelist December 2014 - June 2015
Tablelist September 2014 - December 2014
KPMG US June 2014 - August 2014
Opium Mar Barcelona February 2014 - June 2014
PwC September 2013 - January 2014
Town Sports International August 2013 - January 2014
Town Sports International July 2012 - August 2013
Skills
Public Speaking, Marketing, Entrepreneurship, Spanish, Time Management, Microsoft Office, Social Media, Customer Service, PowerPoint, Training, Management, Research, Public Relations, Microsoft Excel, Recruitment Advertising, Social Media Measurement, Blogging, Leadership, Social Networking, Social Media Marketing
Education
Babson College 2011 — 2015
Bachelor of Science, Accounting and Marketing
ESADE Business & Law School 2014 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Brooklyn Technical High School 2007 — 2011
NYS Advanced Regents HS Diploma
Columbia University 2009 — 2010
State Pre-College Enrichment Program
Ryan Kucinski Ryan Kucinski's Fidelity Investments Experience June 2010 - August 2010
Job BizOps Analyst at Acquia
Industry Computer Software
Experience
Acquia September 2014 - Present
OnProcess Technology February 2014 - September 2014
OnProcess Technology August 2013 - February 2014
OnProcess Technology June 2012 - July 2013
Thayer Academy March 2012 - May 2012
Power Home Remodeling Group July 2011 - December 2011
Fidelity Investments June 2010 - August 2010
PrimeTime Lacrosse 2008 - 2010
Wilbur Painting June 2008 - August 2009
Coffee Sleeve Ads October 2007 - June 2008
Skills
Operations Management, Access, Microsoft Excel, Microsoft Office, Account Management, Creative Problem Solving, Marketing Strategy, New Business Development, KPI Reports, Data Analysis, Process Modeling, Requirements Analysis, Visio, PowerPoint, Microsoft Word, Employee Training, Social Media, SQL Server Management..., SQL
Education
Babson College 2007 — 2011
Bachelor of Science, Business Management; Entrepreneurship
Villanova University
Lean Six Sigma Green Belt - Information Technology
Villanova University
Master Certificate, Business Analysis
Acquia September 2014 - Present
OnProcess Technology February 2014 - September 2014
OnProcess Technology August 2013 - February 2014
OnProcess Technology June 2012 - July 2013
Thayer Academy March 2012 - May 2012
Power Home Remodeling Group July 2011 - December 2011
Fidelity Investments June 2010 - August 2010
PrimeTime Lacrosse 2008 - 2010
Wilbur Painting June 2008 - August 2009
Coffee Sleeve Ads October 2007 - June 2008
Skills
Operations Management, Access, Microsoft Excel, Microsoft Office, Account Management, Creative Problem Solving, Marketing Strategy, New Business Development, KPI Reports, Data Analysis, Process Modeling, Requirements Analysis, Visio, PowerPoint, Microsoft Word, Employee Training, Social Media, SQL Server Management..., SQL
Education
Babson College 2007 — 2011
Bachelor of Science, Business Management; Entrepreneurship
Villanova University
Lean Six Sigma Green Belt - Information Technology
Villanova University
Master Certificate, Business Analysis
T Kevin Howley's Fidelity Investments Experience June 2000 - November 2005
Job Director Equity Product Management / Client Portfolio Manager at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US November 2005 - Present
Fidelity Investments June 2000 - November 2005
Skills
Portfolio Management, Equities, Investments, Mutual Funds, Fixed Income, Asset Allocation, Asset Management, Alternative Investments, Series 7, Investment Management
Education
Babson College
Master of Business Administration (M.B.A.), Finance, General
Boston College
Bachelor's Degree, Economics
Fordham Prep
Columbia Threadneedle Investments, US November 2005 - Present
Fidelity Investments June 2000 - November 2005
Skills
Portfolio Management, Equities, Investments, Mutual Funds, Fixed Income, Asset Allocation, Asset Management, Alternative Investments, Series 7, Investment Management
Education
Babson College
Master of Business Administration (M.B.A.), Finance, General
Boston College
Bachelor's Degree, Economics
Fordham Prep
Stefani Paulinelli's Fidelity Investments Experience January 2013 - April 2013
Job Owner
Industry Venture Capital & Private Equity
Experience
FTI Consulting 2014 - 2015
Polyventure Inc. June 2013 - August 2013
Fidelity Investments January 2013 - April 2013
Fidelity Investments June 2012 - January 2013
EMC June 2011 - July 2011
BEAT BOMB January 2011 - May 2011
Skills
Microsoft Office Excel,..., Minitab, Fluent in Portuguese, Fluent in English, Intermediate Spanish, Palisade Decision Tools, Microsoft Excel, Public Speaking, Analysis, PowerPoint, Marketing, Investments, Sales, Management, Competitive Analysis, Data Analysis, Financial Analysis, Marketing Strategy, Finance, Market Research
Education
Babson College 2010 — 2014
Bachelor of Science, Business Management
American Heritage 2003 — 2010
FTI Consulting 2014 - 2015
Polyventure Inc. June 2013 - August 2013
Fidelity Investments January 2013 - April 2013
Fidelity Investments June 2012 - January 2013
EMC June 2011 - July 2011
BEAT BOMB January 2011 - May 2011
Skills
Microsoft Office Excel,..., Minitab, Fluent in Portuguese, Fluent in English, Intermediate Spanish, Palisade Decision Tools, Microsoft Excel, Public Speaking, Analysis, PowerPoint, Marketing, Investments, Sales, Management, Competitive Analysis, Data Analysis, Financial Analysis, Marketing Strategy, Finance, Market Research
Education
Babson College 2010 — 2014
Bachelor of Science, Business Management
American Heritage 2003 — 2010
Rachel Licciardi's Fidelity Investments Experience December 2013 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments May 2012 - December 2013
Fidelity Investments May 2011 - May 2012
Babson College Marketing Division September 2008 - May 2011
Nickerson PR, Marketing & Events, Inc. May 2010 - August 2010
Winning Moves Games, Inc January 2010 - January 2010
Skills
Finance, Entrepreneurship, Analysis, Strategic Planning, Competitive Analysis, Market Research, Business Development, SQL, CSM, Agile Methodologies
Education
Boston College - Carroll School of Management 2013 — 2016
Master of Business Administration (M.B.A.)
Babson College 2008 — 2012
Business Administration, Finance
Andover High School 2004 — 2008
Fidelity Investments December 2013 - Present
Fidelity Investments May 2012 - December 2013
Fidelity Investments May 2011 - May 2012
Babson College Marketing Division September 2008 - May 2011
Nickerson PR, Marketing & Events, Inc. May 2010 - August 2010
Winning Moves Games, Inc January 2010 - January 2010
Skills
Finance, Entrepreneurship, Analysis, Strategic Planning, Competitive Analysis, Market Research, Business Development, SQL, CSM, Agile Methodologies
Education
Boston College - Carroll School of Management 2013 — 2016
Master of Business Administration (M.B.A.)
Babson College 2008 — 2012
Business Administration, Finance
Andover High School 2004 — 2008
Sumedh Mehta's Fidelity Investments Experience June 2011 - August 2015
Job Chief Technology Officer, Putnam Investments
Industry Information Technology and Services
Experience
Putnam Investments August 2015 - Present
Fidelity Investments June 2011 - August 2015
Marsh & McLennan Companies, Inc. July 2009 - December 2010
Patni Americas April 2009 - July 2009
Mercer October 2005 - April 2009
Mercer 2005 - April 2009
Patni Computer Systems 2002 - 2005
The Reference 1996 - 2002
Fidelity Investments 1992 - 1996
Prophecy developmebt 1987 - 1990
Skills
Outsourcing, Offshoring, BPO, Operational Excellence, Business Process..., Change Management, Leadership, Performance Improvement, IT Outsourcing, Business Strategy, Process Improvement, IT Service Management, IT Operations, Business Transformation, Shared Services, PMO, Governance, Vendor Management, Management Consulting, CRM, IT Strategy, Program Management, Risk Management, Strategy, Software Development, Business Development, SDLC, Organizational Design, Solution Architecture, Portfolio Management, Team Leadership, Financial Services, Management, Cross-functional Team..., Personnel Management, Mergers & Acquisitions
Education
Babson College 1992 — 1996
MBA
Columbia University in the City of New York 1986 — 1987
MS, EE
University of Southampton 1983 — 1986
BSc., Electronic Engineering
Delhi Public School --Mathura Road 1972 — 1978
Putnam Investments August 2015 - Present
Fidelity Investments June 2011 - August 2015
Marsh & McLennan Companies, Inc. July 2009 - December 2010
Patni Americas April 2009 - July 2009
Mercer October 2005 - April 2009
Mercer 2005 - April 2009
Patni Computer Systems 2002 - 2005
The Reference 1996 - 2002
Fidelity Investments 1992 - 1996
Prophecy developmebt 1987 - 1990
Skills
Outsourcing, Offshoring, BPO, Operational Excellence, Business Process..., Change Management, Leadership, Performance Improvement, IT Outsourcing, Business Strategy, Process Improvement, IT Service Management, IT Operations, Business Transformation, Shared Services, PMO, Governance, Vendor Management, Management Consulting, CRM, IT Strategy, Program Management, Risk Management, Strategy, Software Development, Business Development, SDLC, Organizational Design, Solution Architecture, Portfolio Management, Team Leadership, Financial Services, Management, Cross-functional Team..., Personnel Management, Mergers & Acquisitions
Education
Babson College 1992 — 1996
MBA
Columbia University in the City of New York 1986 — 1987
MS, EE
University of Southampton 1983 — 1986
BSc., Electronic Engineering
Delhi Public School --Mathura Road 1972 — 1978
Robin Ryan's Fidelity Investments Experience March 2014 - Present
Job Market Research Professional
Industry Market Research
Experience
Fidelity Investments March 2014 - Present
Communispace 2013 - 2014
Chadwick Martin Bailey 2007 - 2013
Atlantic Research and Consulting (ORC) 2004 - 2007
Drew University 2002 - 2004
Skills
Market Research, Focus Groups, Segmentation, Primary Research, Customer Insight, Survey Design, Qualitative Research, Questionnaire Design, Market Intelligence, Consumer Insight, Quantitative Research, Net Promoter Score, Discrete Choice, Marketing Research, SPSS, Project Management, Data Analysis, Statistics, Marketing Strategy, Proposals, Research Design, Quantitative Analytics, Data Collection, In-depth Analysis, Brand Equity, Advertising Research, Online Research, Salesforce.com, Event Management, Event Promotion, Educational Fundraising, Alumni Relations, Marketing Communications, Public Relations
Education
Babson College
Bachelor of Science (B.S.), Business and Marketing
Watertown High School
Fidelity Investments March 2014 - Present
Communispace 2013 - 2014
Chadwick Martin Bailey 2007 - 2013
Atlantic Research and Consulting (ORC) 2004 - 2007
Drew University 2002 - 2004
Skills
Market Research, Focus Groups, Segmentation, Primary Research, Customer Insight, Survey Design, Qualitative Research, Questionnaire Design, Market Intelligence, Consumer Insight, Quantitative Research, Net Promoter Score, Discrete Choice, Marketing Research, SPSS, Project Management, Data Analysis, Statistics, Marketing Strategy, Proposals, Research Design, Quantitative Analytics, Data Collection, In-depth Analysis, Brand Equity, Advertising Research, Online Research, Salesforce.com, Event Management, Event Promotion, Educational Fundraising, Alumni Relations, Marketing Communications, Public Relations
Education
Babson College
Bachelor of Science (B.S.), Business and Marketing
Watertown High School
Andrew Frisch's Fidelity Investments Experience September 2009 - September 2010
Job Manager, Customer Insights Analytics at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
TIAA-CREF October 2012 - September 2013
Graduate Leverage October 2010 - July 2012
Fidelity Investments September 2009 - September 2010
Prospectiv August 2008 - December 2008
Fidelity Investments September 2006 - July 2008
Fidelity Investments May 2005 - September 2006
Fidelity Investments (Veritude) October 2004 - April 2005
Hamiltonian Solutions August 1999 - December 2003
Allied Domecq QSR (Dunkin' Donuts) June 2003 - August 2003
Skills
Analytics, Analysis, Strategic Planning, Marketing, Marketing Strategy, Program Management, Data Analysis, Business Analysis, Project Management, Competitive Analysis, Product Management, Web Analytics, Leadership, Risk Management, Microsoft Excel, Strategy, Lead Generation, Email Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA
Brandeis University 1995 — 1997
MA
Colgate University 1991 — 1995
BA
TIAA-CREF September 2013 - Present
TIAA-CREF October 2012 - September 2013
Graduate Leverage October 2010 - July 2012
Fidelity Investments September 2009 - September 2010
Prospectiv August 2008 - December 2008
Fidelity Investments September 2006 - July 2008
Fidelity Investments May 2005 - September 2006
Fidelity Investments (Veritude) October 2004 - April 2005
Hamiltonian Solutions August 1999 - December 2003
Allied Domecq QSR (Dunkin' Donuts) June 2003 - August 2003
Skills
Analytics, Analysis, Strategic Planning, Marketing, Marketing Strategy, Program Management, Data Analysis, Business Analysis, Project Management, Competitive Analysis, Product Management, Web Analytics, Leadership, Risk Management, Microsoft Excel, Strategy, Lead Generation, Email Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA
Brandeis University 1995 — 1997
MA
Colgate University 1991 — 1995
BA
Allyn Ross's Fidelity Investments Experience January 2012 - Present
Job Principal Investment Data/Project Consultant (Asset Management) at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments September 2010 - January 2012
Fidelity Investments September 2009 - April 2010
Fidelity Investments September 2008 - April 2009
Pyramis Global Advisors - A Fidelity Investments Company March 2008 - June 2008
Fidelity Investments March 2007 - February 2008
New England FUNdraising Co., Inc. 2004 - 2007
The Telegraph (Publishing Co.) 2000 - 2004
University of Central Florida 1999 - 2000
New England Sports Network 1998 - 2000
Skills
Business Analysis, Securities, Asset Management, Investments, Institutional..., Vendor Management, Financial Services, Analysis, Fixed Income, Data Analysis, Finance, Equities, Asset Managment, Portfolio Management, Mutual Funds, Editing, Project Management, Risk Management, Hedge Funds, Management, Financial Analysis, Market Data, Options, Financial Modeling, Reference Data, Bloomberg, Financial Markets, Desktop Publishing, Video Production, Budgets, Business Intelligence, Governance, Asset Allocation, Relationship Management, Strategic Financial..., Banking, Capital Markets, Derivatives, Investment Management, Process Improvement, Institutional Accounts, Manager Selection, Institutional Marketing, Institutional Consulting, Investment Portfolio..., Investment Portfolios, Investment Policy, TV production
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
MBA, Finance
Brandeis University 1995 — 1999
BA, Economics
CFA Institute
Finance, General
Fidelity Investments January 2012 - Present
Fidelity Investments September 2010 - January 2012
Fidelity Investments September 2009 - April 2010
Fidelity Investments September 2008 - April 2009
Pyramis Global Advisors - A Fidelity Investments Company March 2008 - June 2008
Fidelity Investments March 2007 - February 2008
New England FUNdraising Co., Inc. 2004 - 2007
The Telegraph (Publishing Co.) 2000 - 2004
University of Central Florida 1999 - 2000
New England Sports Network 1998 - 2000
Skills
Business Analysis, Securities, Asset Management, Investments, Institutional..., Vendor Management, Financial Services, Analysis, Fixed Income, Data Analysis, Finance, Equities, Asset Managment, Portfolio Management, Mutual Funds, Editing, Project Management, Risk Management, Hedge Funds, Management, Financial Analysis, Market Data, Options, Financial Modeling, Reference Data, Bloomberg, Financial Markets, Desktop Publishing, Video Production, Budgets, Business Intelligence, Governance, Asset Allocation, Relationship Management, Strategic Financial..., Banking, Capital Markets, Derivatives, Investment Management, Process Improvement, Institutional Accounts, Manager Selection, Institutional Marketing, Institutional Consulting, Investment Portfolio..., Investment Portfolios, Investment Policy, TV production
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
MBA, Finance
Brandeis University 1995 — 1999
BA, Economics
CFA Institute
Finance, General
Anupam Manglik's Fidelity Investments Experience 1995 - 1998
Job
Industry Management Consulting
Experience
NTT DATA April 2012 - Present
NTT Data (Formerly Keane, Inc) October 2009 - March 2012
Keane, Inc October 2008 - October 2009
Keane, Inc June 2007 - October 2008
netNumina 2003 - June 2007
NerveWire 2000 - 2003
Sapient 1998 - 2000
Fidelity Investments 1995 - 1998
Cabletron Systems 1991 - 1995
HCL Technologies 1987 - 1989
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1996
Management
University of Massachusetts Dartmouth 1989 — 1991
Master of Science (MS), Computer Engineering
Delhi College of Engineering 1983 — 1987
Bachelor of Engineering (BE), Electronics & Communications
Naval school, india
NTT DATA April 2012 - Present
NTT Data (Formerly Keane, Inc) October 2009 - March 2012
Keane, Inc October 2008 - October 2009
Keane, Inc June 2007 - October 2008
netNumina 2003 - June 2007
NerveWire 2000 - 2003
Sapient 1998 - 2000
Fidelity Investments 1995 - 1998
Cabletron Systems 1991 - 1995
HCL Technologies 1987 - 1989
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1996
Management
University of Massachusetts Dartmouth 1989 — 1991
Master of Science (MS), Computer Engineering
Delhi College of Engineering 1983 — 1987
Bachelor of Engineering (BE), Electronics & Communications
Naval school, india
Charlie Weiblen's Fidelity Investments Experience 2001 - 2006
Job
Industry Computer Software
Experience
Jobcase, Inc. March 2015 - Present
CheerNetworks, Inc. January 2014 - February 2015
IntraLinks January 2011 - January 2014
IntraLinks September 2009 - January 2011
IntraLinks November 2008 - September 2009
IntraLinks April 2006 - November 2008
Fidelity Investments 2001 - 2006
Concero (PSW Technologies) August 1999 - April 2001
Varian Semiconductor Equipment Associates June 1996 - August 1999
Skills
SaaS, Agile Methodologies, Cloud Computing, Enterprise Software, SOA, Perl, Software Development, Software Engineering, Java, Test Automation, Web Services, SQL, Scrum, Scalability, Quality Assurance, Architectures, DevOps, System Monitoring, Management, Leadership, SDLC, Integration, Enterprise Architecture, Start-ups, XML, Unix, Security, System Architecture, Architecture
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2006
MBA
Dartmouth College - Thayer School of Engineering 1995 — 1996
BE
Dartmouth College 1991 — 1995
BA
Jobcase, Inc. March 2015 - Present
CheerNetworks, Inc. January 2014 - February 2015
IntraLinks January 2011 - January 2014
IntraLinks September 2009 - January 2011
IntraLinks November 2008 - September 2009
IntraLinks April 2006 - November 2008
Fidelity Investments 2001 - 2006
Concero (PSW Technologies) August 1999 - April 2001
Varian Semiconductor Equipment Associates June 1996 - August 1999
Skills
SaaS, Agile Methodologies, Cloud Computing, Enterprise Software, SOA, Perl, Software Development, Software Engineering, Java, Test Automation, Web Services, SQL, Scrum, Scalability, Quality Assurance, Architectures, DevOps, System Monitoring, Management, Leadership, SDLC, Integration, Enterprise Architecture, Start-ups, XML, Unix, Security, System Architecture, Architecture
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2006
MBA
Dartmouth College - Thayer School of Engineering 1995 — 1996
BE
Dartmouth College 1991 — 1995
BA
Donna Brustin's Fidelity Investments Experience October 2008 - 2010
Job Operations, Finance, and Procurement Executive
Industry Financial Services
Experience
RBS Citizens Financial Group 2014 - Present
Fidelity Investments/Veritude 2013 - 2013
Outpost International (US) 2011 - 2011
Fidelity Investments October 2008 - 2010
Fidelity Investments September 2004 - October 2008
Fidelity Investments July 2002 - September 2004
Fidelity Investments July 2000 - July 2002
Fidelity Investments July 1999 - June 2000
Fidelity Investments July 1993 - June 1999
Fidelity Investments July 1992 - June 1993
Skills
Contract Negotiations, Program Management, Vendor Management, Risk Assessment, Governance, Financial Management, Procurement, Project Management, Offshoring, Problem Solving, Influencing, Analytical, Supplier Management, Strategic Sourcing, Cost Reduction, Outsourcing, Process Engineering, Transformation, Change Management, Risk Management, Supply Management, Managerial Finance, Contract Negotiation, Telecommunications, Strategy, Relationship Management, Business Analysis, Social Influence, Analytical Skills, Process Improvement, Management, Call Centers, Forecasting, Financial Services, Integration, Data Transformation, Leadership, Budgets, Business Planning, Financial Analysis, Team Leadership, Strategic Planning, Finance, Executive Management, Business Process..., Cross-functional Team..., Negotiation, Portfolio Management, Strategic Financial..., Human Resources
Education
Boston University 2013 — 2014
Certificate in Financial Planning
Babson College - Franklin W. Olin Graduate School of Business 1985 — 1987
MBA, Finance
Bentley University 1978 — 1982
BS, Marketing/Management
Milford High School
RBS Citizens Financial Group 2014 - Present
Fidelity Investments/Veritude 2013 - 2013
Outpost International (US) 2011 - 2011
Fidelity Investments October 2008 - 2010
Fidelity Investments September 2004 - October 2008
Fidelity Investments July 2002 - September 2004
Fidelity Investments July 2000 - July 2002
Fidelity Investments July 1999 - June 2000
Fidelity Investments July 1993 - June 1999
Fidelity Investments July 1992 - June 1993
Skills
Contract Negotiations, Program Management, Vendor Management, Risk Assessment, Governance, Financial Management, Procurement, Project Management, Offshoring, Problem Solving, Influencing, Analytical, Supplier Management, Strategic Sourcing, Cost Reduction, Outsourcing, Process Engineering, Transformation, Change Management, Risk Management, Supply Management, Managerial Finance, Contract Negotiation, Telecommunications, Strategy, Relationship Management, Business Analysis, Social Influence, Analytical Skills, Process Improvement, Management, Call Centers, Forecasting, Financial Services, Integration, Data Transformation, Leadership, Budgets, Business Planning, Financial Analysis, Team Leadership, Strategic Planning, Finance, Executive Management, Business Process..., Cross-functional Team..., Negotiation, Portfolio Management, Strategic Financial..., Human Resources
Education
Boston University 2013 — 2014
Certificate in Financial Planning
Babson College - Franklin W. Olin Graduate School of Business 1985 — 1987
MBA, Finance
Bentley University 1978 — 1982
BS, Marketing/Management
Milford High School
Thomas Arruda, CFA's Fidelity Investments Experience July 2004 - May 2013
Job
Industry Financial Services
Experience
Fidelity Investments July 2004 - May 2013
Accenture June 2000 - July 2004
Viacom November 1998 - May 1999
Merrill Lynch July 1996 - November 1998
Skills
Strategy, Financial Analysis, Project Management, Financial Modeling, Pricing, Fixed Income, Equities, Derivatives, Corporate Finance, Testing, Portfolio Management
Education
University of Notre Dame - Mendoza College of Business 1999 — 2000
MBA
Babson College 1992 — 1996
Fidelity Investments July 2004 - May 2013
Accenture June 2000 - July 2004
Viacom November 1998 - May 1999
Merrill Lynch July 1996 - November 1998
Skills
Strategy, Financial Analysis, Project Management, Financial Modeling, Pricing, Fixed Income, Equities, Derivatives, Corporate Finance, Testing, Portfolio Management
Education
University of Notre Dame - Mendoza College of Business 1999 — 2000
MBA
Babson College 1992 — 1996
Robert Cummings's Fidelity Investments Experience
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Financial Services, Mutual Funds, Series 7, Series 63, Investments, 401k, Retirement, Asset Allocation, Leadership, FINRA, Relationship Management
Education
Babson College
Bachelor of Science (BS)
Boston University
MBA
Fidelity Investments
Skills
Financial Services, Mutual Funds, Series 7, Series 63, Investments, 401k, Retirement, Asset Allocation, Leadership, FINRA, Relationship Management
Education
Babson College
Bachelor of Science (BS)
Boston University
MBA
Shawn Crowley's Fidelity Investments Experience December 1995 - Present
Job Vice President WPS National Console at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 1995 - Present
Fidelity Investments December 1995 - February 2012
Costco Wholesale June 1992 - October 1995
Education
Babson College 1988 — 1991
New Hampton 1987 — 1988
Fidelity Investments December 1995 - Present
Fidelity Investments December 1995 - February 2012
Costco Wholesale June 1992 - October 1995
Education
Babson College 1988 — 1991
New Hampton 1987 — 1988
Vinay Marwaha's Fidelity Investments Experience May 2007 - August 2012
Job EMC Corporation
Industry Information Technology and Services
Experience
EMC Corporation 2007 - Present
Fidelity Investments May 2007 - August 2012
Wipro Technologies 2006 - 2007
Nationwide Insurance 2006 - 2007
HCL Technologies 2003 - 2006
USAA 2003 - 2004
Infokey 2001 - 2002
Skills
Documentum, ESB, SOA, EAI, Websphere, Business Process Design, Pre-sales, Solution Architecture, Enterprise Architecture, Enterprise Content..., Tomcat, Java Enterprise Edition, SDLC, Agile Methodologies, Web Services, Business Analysis, Project Management
Education
Babson College
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Birla Institute of Technology
Master of Science (MS), Software Systems
COE, Faizpur, Jalgaon
Bachelor of Engineering (BEng), Electronics and Telecommunications Engineering
EMC Corporation 2007 - Present
Fidelity Investments May 2007 - August 2012
Wipro Technologies 2006 - 2007
Nationwide Insurance 2006 - 2007
HCL Technologies 2003 - 2006
USAA 2003 - 2004
Infokey 2001 - 2002
Skills
Documentum, ESB, SOA, EAI, Websphere, Business Process Design, Pre-sales, Solution Architecture, Enterprise Architecture, Enterprise Content..., Tomcat, Java Enterprise Edition, SDLC, Agile Methodologies, Web Services, Business Analysis, Project Management
Education
Babson College
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Birla Institute of Technology
Master of Science (MS), Software Systems
COE, Faizpur, Jalgaon
Bachelor of Engineering (BEng), Electronics and Telecommunications Engineering
Adam Schouela's Fidelity Investments Experience April 2013 - Present
Job Product Management Fidelity Center for Applied Technology
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Devonshire Investors December 2010 - April 2013
Devonshire Investors August 2006 - December 2010
ConquerKnowledge Software Inc June 2002 - April 2007
Skills
Entrepreneurship, Private Equity, Investments, Business Strategy, Due Diligence, Start-ups, Strategic Planning, Venture Capital, ArcMap, Spotfire, Microsoft Excel, Integration, Business Intelligence, IT Strategy, Business Development, Mobile Devices, Mobile Applications, Product Management, Business Process, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Entrepreneurship
The University of Western Ontario 1998 — 2002
Bachelor of Science (BSc), Computer Science
Fidelity Investments April 2013 - Present
Devonshire Investors December 2010 - April 2013
Devonshire Investors August 2006 - December 2010
ConquerKnowledge Software Inc June 2002 - April 2007
Skills
Entrepreneurship, Private Equity, Investments, Business Strategy, Due Diligence, Start-ups, Strategic Planning, Venture Capital, ArcMap, Spotfire, Microsoft Excel, Integration, Business Intelligence, IT Strategy, Business Development, Mobile Devices, Mobile Applications, Product Management, Business Process, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Entrepreneurship
The University of Western Ontario 1998 — 2002
Bachelor of Science (BSc), Computer Science
Sarah (Donnellan) Ayott's Fidelity Investments Experience November 2004 - December 2005
Job Senior Business/Systems Analyst
Industry Computer Software
Experience
PanAgora Asset Management March 2014 - November 2014
PanAgora Asset Management March 2014 - November 2014
Brown Brothers Harriman November 2011 - March 2014
Bank of New York Mellon – Boston, MA July 2010 - November 2011
Eaton Vance November 2007 - July 2008
Eaton Vance January 2006 - October 2007
Fidelity Investments November 2004 - December 2005
Fidelity Investments May 2004 - October 2004
Dreyfus March 2004 - May 2004
Dreyfus 2004 - 2004
Skills
Charles River IMS, Strategic Planning, Risk Management, Bloomberg, Portfolio Management, Analysis, Trading Systems, Fixed Income, Electronic Trading, Back Office, Investment Management, CRD, Trading, Requirements Analysis, Equities, Project Management, Market Data, Middle Office, Management, Leadership, Equity Trading, Order Management
Education
Babson College 1990 — 1994
Bachelor of Applied Science (BASc), Finance Investments
PanAgora Asset Management March 2014 - November 2014
PanAgora Asset Management March 2014 - November 2014
Brown Brothers Harriman November 2011 - March 2014
Bank of New York Mellon – Boston, MA July 2010 - November 2011
Eaton Vance November 2007 - July 2008
Eaton Vance January 2006 - October 2007
Fidelity Investments November 2004 - December 2005
Fidelity Investments May 2004 - October 2004
Dreyfus March 2004 - May 2004
Dreyfus 2004 - 2004
Skills
Charles River IMS, Strategic Planning, Risk Management, Bloomberg, Portfolio Management, Analysis, Trading Systems, Fixed Income, Electronic Trading, Back Office, Investment Management, CRD, Trading, Requirements Analysis, Equities, Project Management, Market Data, Middle Office, Management, Leadership, Equity Trading, Order Management
Education
Babson College 1990 — 1994
Bachelor of Applied Science (BASc), Finance Investments
Colleen Rolph's Fidelity Investments Experience April 2002 - Present
Job Product & Marketing Director
Industry Financial Services
Experience
Fidelity Investments April 2002 - Present
AccuSoft Corporation June 1998 - October 2001
Interactive Training, Inc. May 1996 - May 1998
International Data Group 1992 - 1996
Skills
Management, Program Management, Project Management, Business Analysis, Strategy, Vendor Management, Process Improvement, Product Management, Leadership, Product Marketing, Customer Experience, Design Thinking, Voice of the Customer, Strategy Execution
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1999
MBA, Entrepreneurship, Marketing
Villanova University 1988 — 1992
BS, Accounting
Hopkinton High School 1984 — 1988
Fidelity Investments April 2002 - Present
AccuSoft Corporation June 1998 - October 2001
Interactive Training, Inc. May 1996 - May 1998
International Data Group 1992 - 1996
Skills
Management, Program Management, Project Management, Business Analysis, Strategy, Vendor Management, Process Improvement, Product Management, Leadership, Product Marketing, Customer Experience, Design Thinking, Voice of the Customer, Strategy Execution
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1999
MBA, Entrepreneurship, Marketing
Villanova University 1988 — 1992
BS, Accounting
Hopkinton High School 1984 — 1988
Rebecca Webb's Fidelity Investments Experience May 2015 - Present
Job Financial Analyst V / Director Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments January 2015 - May 2015
Fidelity Investments August 2014 - November 2014
Fidelity Investments September 2011 - August 2014
PAREXEL July 2010 - September 2011
Fidelity Investments November 2009 - April 2010
Bank of America July 2006 - May 2009
Fidelity Investments October 2000 - July 2006
BankBoston/Fleet Boston Financial May 1997 - April 2000
BayBank/ BankBoston August 1994 - May 1997
Skills
Essbase, Hyperion Enterprise, Business Requirements, Financial Modeling, Forecasting, Change Management, Business Analysis, Variance Analysis, Sarbanes-Oxley Act, Analysis, Access, Finance, Financial Reporting, Reporting & Analysis
Education
Babson College 1991 — 1995
BS, Accounting
The University of Stirling 1993 — 1993
General Studies - Semester Abroad
Fidelity Investments May 2015 - Present
Fidelity Investments January 2015 - May 2015
Fidelity Investments August 2014 - November 2014
Fidelity Investments September 2011 - August 2014
PAREXEL July 2010 - September 2011
Fidelity Investments November 2009 - April 2010
Bank of America July 2006 - May 2009
Fidelity Investments October 2000 - July 2006
BankBoston/Fleet Boston Financial May 1997 - April 2000
BayBank/ BankBoston August 1994 - May 1997
Skills
Essbase, Hyperion Enterprise, Business Requirements, Financial Modeling, Forecasting, Change Management, Business Analysis, Variance Analysis, Sarbanes-Oxley Act, Analysis, Access, Finance, Financial Reporting, Reporting & Analysis
Education
Babson College 1991 — 1995
BS, Accounting
The University of Stirling 1993 — 1993
General Studies - Semester Abroad
Rick Deveney's Fidelity Investments Experience 2005 - 2008
Job Treasury Analyst at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2013 - Present
MFS Investment Management July 2009 - June 2013
Fidelity Investments 2005 - 2008
Abington Capital 2003 - 2004
Education
Suffolk University 2006 — 2007
MSF
Babson College 2000 — 2004
Suffolk University - Sawyer Business School
MFS Investment Management July 2013 - Present
MFS Investment Management July 2009 - June 2013
Fidelity Investments 2005 - 2008
Abington Capital 2003 - 2004
Education
Suffolk University 2006 — 2007
MSF
Babson College 2000 — 2004
Suffolk University - Sawyer Business School
Richelle Teller's Fidelity Investments Experience June 1999 - July 2000
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Rob Kucich's Fidelity Investments Experience September 2008 - Present
Job Integrated Marketing
Industry Financial Services
Experience
Fidelity Investments September 2008 - Present
Fidelity Investments September 2005 - September 2008
Fidelity Investments April 2003 - August 2005
Fidelity Investments February 2001 - April 2003
Wired Empire February 2000 - November 2000
Digitas 1994 - 2000
Abbey Financial August 1993 - April 1994
Skills
Email Marketing, Direct Marketing, Marketing, Marketing Management, Multi-channel Marketing, Digital Marketing, Integrated Marketing, Lead Generation, Advertising, Analytics
Education
Babson College 1989 — 1993
Fidelity Investments September 2008 - Present
Fidelity Investments September 2005 - September 2008
Fidelity Investments April 2003 - August 2005
Fidelity Investments February 2001 - April 2003
Wired Empire February 2000 - November 2000
Digitas 1994 - 2000
Abbey Financial August 1993 - April 1994
Skills
Email Marketing, Direct Marketing, Marketing, Marketing Management, Multi-channel Marketing, Digital Marketing, Integrated Marketing, Lead Generation, Advertising, Analytics
Education
Babson College 1989 — 1993
Scott Warnick's Fidelity Investments Experience July 2012 - August 2013
Job Project Manager at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc September 2013 - Present
Fidelity Investments July 2012 - August 2013
Fidelity Investments August 2010 - October 2012
National Financial (A Fidelity Investment Company) September 2006 - August 2010
Fidelity Investments February 2004 - June 2006
First Investors Corporation May 2002 - February 2004
Education
Babson College 1999 — 2002
Envestnet, Inc September 2013 - Present
Fidelity Investments July 2012 - August 2013
Fidelity Investments August 2010 - October 2012
National Financial (A Fidelity Investment Company) September 2006 - August 2010
Fidelity Investments February 2004 - June 2006
First Investors Corporation May 2002 - February 2004
Education
Babson College 1999 — 2002
Peter Belanger's Fidelity Investments Experience 2014 - Present
Job VP Workplace Investing Performance Solutions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2014 - Present
Fidelity Investments February 1996 - Present
Mellon Bank 1993 - 1996
The Boston Company 1989 - 1993
Dennison Manufacturing 1987 - 1989
Analog Devices 1985 - 1987
Education
Boston University Questrom School of Business 1988 — 1992
MBA, Management
Babson College
BS, Accounting
Fidelity Investments 2014 - Present
Fidelity Investments February 1996 - Present
Mellon Bank 1993 - 1996
The Boston Company 1989 - 1993
Dennison Manufacturing 1987 - 1989
Analog Devices 1985 - 1987
Education
Boston University Questrom School of Business 1988 — 1992
MBA, Management
Babson College
BS, Accounting
Christopher Carda's Fidelity Investments Experience October 2000 - May 2007
Job Project Coordinator at Wellington Management
Industry Information Technology and Services
Experience
Wellington Management February 2014 - June 2015
Massachusetts Financial Services August 2011 - January 2014
Abt Associates April 2011 - July 2011
Lowell Public Schools February 2011 - February 2011
SumTotal Systems September 2010 - December 2010
Loomis, Sayles & Company June 2010 - August 2010
Best Doctors June 2007 - March 2009
Fidelity Investments October 2000 - May 2007
Autologic January 1998 - January 2000
Skills
Process Improvement, Project Management, Business Analysis, Leadership, Management, IT Operations, SDLC, Cross-functional Team..., PMP, Project Planning, Risk Management, Requirements Gathering, Disaster Recovery, Analysis, Troubleshooting
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA
University of Massachusetts Lowell 2009 — 2009
Graduate Certificate, Project Management
Boston University 2006 — 2007
Computer Science
Beloit College 1989 — 1994
Bachelor of Arts, Philosophy
Wellington Management February 2014 - June 2015
Massachusetts Financial Services August 2011 - January 2014
Abt Associates April 2011 - July 2011
Lowell Public Schools February 2011 - February 2011
SumTotal Systems September 2010 - December 2010
Loomis, Sayles & Company June 2010 - August 2010
Best Doctors June 2007 - March 2009
Fidelity Investments October 2000 - May 2007
Autologic January 1998 - January 2000
Skills
Process Improvement, Project Management, Business Analysis, Leadership, Management, IT Operations, SDLC, Cross-functional Team..., PMP, Project Planning, Risk Management, Requirements Gathering, Disaster Recovery, Analysis, Troubleshooting
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA
University of Massachusetts Lowell 2009 — 2009
Graduate Certificate, Project Management
Boston University 2006 — 2007
Computer Science
Beloit College 1989 — 1994
Bachelor of Arts, Philosophy
Peter Roselli's Fidelity Investments Experience 2007 - 2010
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2007 - 2010
Brown Brothers Harriman 2007 - 2007
MERCER HUMAN RESOURCE SERVICES 2006 - 2006
FIDELITY INVESTMENTS – Fund Pricing and Cash Management 2005 - 2006
FIDELITY BROKERAGE COMPANY - Technology 2004 - 2005
SAFETY INSURANCE CO January 1999 - January 2004
FIDELITY MANAGEMENT TRUST CO January 1998 - January 1999
FIDELITY MANAGEMENT RESEARCH CO January 1993 - January 1998
SUNGARD BROKERAGE SYSTEMS 1998 - 1998
Skills
User Acceptance Testing, Project Management, Management, Systems Analysis, Quality Assurance, Leadership, Visio, Requirements Analysis, IT Strategy, Business Analysis, SDLC, Access, Business Requirements, Program Management, Vendor Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1980 — 1985
Babson College
Masters of Business Administration, Information Technology
NORTHEASTERN UNIVERSITY
Bachelor of Science, Bachelor of Arts, Management Information Systems
Fidelity Investments 2007 - 2010
Brown Brothers Harriman 2007 - 2007
MERCER HUMAN RESOURCE SERVICES 2006 - 2006
FIDELITY INVESTMENTS – Fund Pricing and Cash Management 2005 - 2006
FIDELITY BROKERAGE COMPANY - Technology 2004 - 2005
SAFETY INSURANCE CO January 1999 - January 2004
FIDELITY MANAGEMENT TRUST CO January 1998 - January 1999
FIDELITY MANAGEMENT RESEARCH CO January 1993 - January 1998
SUNGARD BROKERAGE SYSTEMS 1998 - 1998
Skills
User Acceptance Testing, Project Management, Management, Systems Analysis, Quality Assurance, Leadership, Visio, Requirements Analysis, IT Strategy, Business Analysis, SDLC, Access, Business Requirements, Program Management, Vendor Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1980 — 1985
Babson College
Masters of Business Administration, Information Technology
NORTHEASTERN UNIVERSITY
Bachelor of Science, Bachelor of Arts, Management Information Systems
Deb Keene, MBA's Fidelity Investments Experience February 1998 - February 2000
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Global Atlantic Financial Group April 2013 - June 2015
Sun Life Financial October 2012 - April 2013
Sun Life Financial June 2011 - October 2012
Sun Life Financial September 2008 - June 2011
Wellington Management Company January 2005 - July 2008
Wellington Management Company L.L.P. July 2002 - January 2005
Brown Brothers Harriman February 2000 - June 2002
Fidelity Investments February 1998 - February 2000
Eastern Bank March 1996 - February 1998
The Boston Company Asset Management, LLC December 1994 - February 1996
Skills
Fixed Income, Equities, Securities, Portfolio Management, Mutual Funds, Management, Finance, Financial Services, Corporate Actions, Derivatives, Project Management, Business Analysis, Back Office, BlackRock Aladdin, Risk Management, Asset Management, Middle Office, Bloomberg, Strategic Planning, Analysis, Financial Policies &..., Organized Multi-tasker, Proactive self-starter, SOX Compliancy, Team Building, Building Relationships, Highly detail oriented, Data Conversion, Settlement, Equity Trading, Cross-functional Team..., Leadership, Banking, Trading, Investments, Communication Skills, Team Restructuring, Follow Through, Documentation, Relationship Management, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Providence College
BS
Richmond, The American International University in London
Global Atlantic Financial Group April 2013 - June 2015
Sun Life Financial October 2012 - April 2013
Sun Life Financial June 2011 - October 2012
Sun Life Financial September 2008 - June 2011
Wellington Management Company January 2005 - July 2008
Wellington Management Company L.L.P. July 2002 - January 2005
Brown Brothers Harriman February 2000 - June 2002
Fidelity Investments February 1998 - February 2000
Eastern Bank March 1996 - February 1998
The Boston Company Asset Management, LLC December 1994 - February 1996
Skills
Fixed Income, Equities, Securities, Portfolio Management, Mutual Funds, Management, Finance, Financial Services, Corporate Actions, Derivatives, Project Management, Business Analysis, Back Office, BlackRock Aladdin, Risk Management, Asset Management, Middle Office, Bloomberg, Strategic Planning, Analysis, Financial Policies &..., Organized Multi-tasker, Proactive self-starter, SOX Compliancy, Team Building, Building Relationships, Highly detail oriented, Data Conversion, Settlement, Equity Trading, Cross-functional Team..., Leadership, Banking, Trading, Investments, Communication Skills, Team Restructuring, Follow Through, Documentation, Relationship Management, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Providence College
BS
Richmond, The American International University in London
Patricia Lambert's Fidelity Investments Experience 2000 - 2005
Job Consultant Business Analyst at Randstad
Industry Management Consulting
Experience
Randstad February 2013 - Present
Frontier Systems Consulting June 2011 - February 2013
Sapphire Technologies December 2009 - June 2011
Frontier Systems Consulting Group 2006 - December 2009
University of Massachusetts Medical School 2006 - 2006
Sapphire Technologies 2005 - 2006
Fidelity Investments 2000 - 2005
Covansys 1997 - 2000
Skills
Business Analysis, Systems Analysis, Management, Project Management, SDLC
Education
Bentley University 1993 — 2000
MBA, Information Systems
Babson College 1981 — 1985
Bachelor of Science (B.S.), Accounting
Randstad February 2013 - Present
Frontier Systems Consulting June 2011 - February 2013
Sapphire Technologies December 2009 - June 2011
Frontier Systems Consulting Group 2006 - December 2009
University of Massachusetts Medical School 2006 - 2006
Sapphire Technologies 2005 - 2006
Fidelity Investments 2000 - 2005
Covansys 1997 - 2000
Skills
Business Analysis, Systems Analysis, Management, Project Management, SDLC
Education
Bentley University 1993 — 2000
MBA, Information Systems
Babson College 1981 — 1985
Bachelor of Science (B.S.), Accounting
Pamela DaSilva's Fidelity Investments Experience 1985 - 1988
Job Administrative Assistant at Moses Brown School
Industry Education Management
Experience
Moses Brown School 2008 - Present
Pages by Pam 1987 - 2008
Fidelity Investments 1985 - 1988
Scudder, Stevens & Clark 1982 - 1985
Education
Babson College 1982 — 1985
MBA, Finance
Mount Holyoke College 1975 — 1979
BA, French Studies
Moses Brown School 2008 - Present
Pages by Pam 1987 - 2008
Fidelity Investments 1985 - 1988
Scudder, Stevens & Clark 1982 - 1985
Education
Babson College 1982 — 1985
MBA, Finance
Mount Holyoke College 1975 — 1979
BA, French Studies
Rita Aisner's Fidelity Investments Experience 1996 - 2006
Job VP, Manager Compliance at Loomis Sayles
Industry Financial Services
Experience
Loomis Sayles 2006 - Present
Fidelity Investments 1996 - 2006
Skills
Portfolio Management, Investments, Equities, Financial Services, Fixed Income, Mutual Funds, Asset Management, Financial Analysis, Securities, Finance, Advertising, marketing
Education
Babson College 1986 — 1988
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Boston University
Master's Degree, French Language and Literature
University of New Hampshire
Bachelor's Degree, French Language and Literature and Education
Loomis Sayles 2006 - Present
Fidelity Investments 1996 - 2006
Skills
Portfolio Management, Investments, Equities, Financial Services, Fixed Income, Mutual Funds, Asset Management, Financial Analysis, Securities, Finance, Advertising, marketing
Education
Babson College 1986 — 1988
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Boston University
Master's Degree, French Language and Literature
University of New Hampshire
Bachelor's Degree, French Language and Literature and Education
Susan Coccoluto's Fidelity Investments Experience 1997 - 2004
Job Project & Development Director
Industry Financial Services
Experience
Nordstrom February 2008 - Present
Williams-Sonoma 2006 - 2008
Fidelity Investments 1997 - 2004
Fidelity Investments 1995 - 1997
Boston Company January 1991 - January 1995
Addison Wesley 1988 - 1991
Skills
Project Management, Financial Services, Vendor Management, Business Analysis, SDLC, Talent Acquisition
Education
Babson College
M.B.A
Buffalo State College
B.S, Information Systems Management
Middlesex Community College
Certificate, Interior Design
Nordstrom February 2008 - Present
Williams-Sonoma 2006 - 2008
Fidelity Investments 1997 - 2004
Fidelity Investments 1995 - 1997
Boston Company January 1991 - January 1995
Addison Wesley 1988 - 1991
Skills
Project Management, Financial Services, Vendor Management, Business Analysis, SDLC, Talent Acquisition
Education
Babson College
M.B.A
Buffalo State College
B.S, Information Systems Management
Middlesex Community College
Certificate, Interior Design
Phil Toomajian's Fidelity Investments Experience 1995 - 2008
Job Sr Business Analyst at John Hancock
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) June 2008 - Present
State Street Bank 2011 - 2011
Fidelity Investments 1995 - 2008
Fidelity 1995 - 2008
Skills
Requirements Analysis, Business Analysis, Testing, Business Requirements, Documentation, User Acceptance Testing, SDLC, Analysis, Requirements Gathering, Mutual Funds, Fund Accounting, Quality Assurance, Business Process, Process Improvement, Vendor Management, Alternative Investments, Software Documentation, Financial Services, SharePoint, Visio, Government Procurement, Risk Management
Education
Babson College
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
John Hancock Life Insurance Company (U.S.A.) June 2008 - Present
State Street Bank 2011 - 2011
Fidelity Investments 1995 - 2008
Fidelity 1995 - 2008
Skills
Requirements Analysis, Business Analysis, Testing, Business Requirements, Documentation, User Acceptance Testing, SDLC, Analysis, Requirements Gathering, Mutual Funds, Fund Accounting, Quality Assurance, Business Process, Process Improvement, Vendor Management, Alternative Investments, Software Documentation, Financial Services, SharePoint, Visio, Government Procurement, Risk Management
Education
Babson College
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Richard G. Pagano's Fidelity Investments Experience March 2007 - Present
Job Principal Information Architect at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2007 - Present
Tufts HP March 2004 - March 2007
Self-Employed July 2001 - December 2003
PFPC (formerly First Data ISG) December 1994 - July 2001
Riyad Bank September 1991 - September 1993
Skills
Content Management, Information Architecture, DITA, Enterprise Search, Analysis, Business Requirements, Documentation, Agile Methodologies
Education
Babson College
Graduate Certificate in Advanced Management
Harvard University
Graduate Certificate in Applied Sciences
Iona College
MBA, Management Science
Marquette University
BS, Business Administration
Fidelity Investments March 2007 - Present
Tufts HP March 2004 - March 2007
Self-Employed July 2001 - December 2003
PFPC (formerly First Data ISG) December 1994 - July 2001
Riyad Bank September 1991 - September 1993
Skills
Content Management, Information Architecture, DITA, Enterprise Search, Analysis, Business Requirements, Documentation, Agile Methodologies
Education
Babson College
Graduate Certificate in Advanced Management
Harvard University
Graduate Certificate in Applied Sciences
Iona College
MBA, Management Science
Marquette University
BS, Business Administration
Nicole Rawan Roberts's Fidelity Investments Experience 1998 - 1999
Job Roberts Tennis Academy
Industry Health, Wellness and Fitness
Experience
Roberts Tennis Academy April 2010 - Present
Shared Purpose Placement October 2013 - September 2014
Cambridge Healthtech Associates (CHA) November 2005 - April 2011
Cambridge Healthtech Institute October 2004 - May 2006
Cambria Consulting, Inc. January 2002 - July 2002
Linkage, Inc. September 2001 - July 2002
Cambria Consulting May 1999 - September 2001
Fidelity Investments 1998 - 1999
Expo International 1993 - 1997
Skills
Business Development, Pharmaceutical Industry, Strategic Planning, Project Management, Marketing, Lifesciences, Leadership, Research, Budgets, Market Research, Strategy, Marketing Management, Marketing Strategy, Competitive Analysis, Marketing Communications, Competitive Intelligence, Business Strategy, New Business Development, Email Marketing, Social Media Marketing, Lead Generation, Event Management, Online Marketing, Social Media, Marketing Research, Event Planning, B2B, Integrated Marketing, Business Planning, Entrepreneurship, Product Marketing, Product Development, Cross-functional Team...
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1998
Master of Business Administration (MBA), Leadership and Organizational Change Strategies
Babson College 1988 — 1992
Bachelor of Science (B.S.), Marketing and Communications - business
Boston Latin School 1982 — 1988
Roberts Tennis Academy April 2010 - Present
Shared Purpose Placement October 2013 - September 2014
Cambridge Healthtech Associates (CHA) November 2005 - April 2011
Cambridge Healthtech Institute October 2004 - May 2006
Cambria Consulting, Inc. January 2002 - July 2002
Linkage, Inc. September 2001 - July 2002
Cambria Consulting May 1999 - September 2001
Fidelity Investments 1998 - 1999
Expo International 1993 - 1997
Skills
Business Development, Pharmaceutical Industry, Strategic Planning, Project Management, Marketing, Lifesciences, Leadership, Research, Budgets, Market Research, Strategy, Marketing Management, Marketing Strategy, Competitive Analysis, Marketing Communications, Competitive Intelligence, Business Strategy, New Business Development, Email Marketing, Social Media Marketing, Lead Generation, Event Management, Online Marketing, Social Media, Marketing Research, Event Planning, B2B, Integrated Marketing, Business Planning, Entrepreneurship, Product Marketing, Product Development, Cross-functional Team...
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1998
Master of Business Administration (MBA), Leadership and Organizational Change Strategies
Babson College 1988 — 1992
Bachelor of Science (B.S.), Marketing and Communications - business
Boston Latin School 1982 — 1988
David DesLauriers's Fidelity Investments Experience September 1985 - August 1988
Job Experienced advisor on energy regulatory matters (FERC and state)
Industry Utilities
Experience
Black & Veatch October 2011 - Present
KPMG October 2003 - October 2011
Stone & Webster January 1996 - October 2003
The Columbia Group, Inc May 1990 - December 1996
Fidelity Investments September 1985 - August 1988
Skills
PJM, Energy, Natural Gas, Utility Rate Analysis, Smart Grid, Finance Transformation, Financial Modeling, Management Consulting, Due Diligence, Management, Renewable Energy, Demand Response, Strategy, Energy Markets, Electric Power, Economics, Mergers & Acquisitions, Policy, Commodity Markets, Electricity Markets, Energy Industry, Project Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1990
M.B.A., Finance and Management
College of the Holy Cross 1981 — 1985
B.A., Economics
Longmeadow High School 1978 — 1981
Black & Veatch October 2011 - Present
KPMG October 2003 - October 2011
Stone & Webster January 1996 - October 2003
The Columbia Group, Inc May 1990 - December 1996
Fidelity Investments September 1985 - August 1988
Skills
PJM, Energy, Natural Gas, Utility Rate Analysis, Smart Grid, Finance Transformation, Financial Modeling, Management Consulting, Due Diligence, Management, Renewable Energy, Demand Response, Strategy, Energy Markets, Electric Power, Economics, Mergers & Acquisitions, Policy, Commodity Markets, Electricity Markets, Energy Industry, Project Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1990
M.B.A., Finance and Management
College of the Holy Cross 1981 — 1985
B.A., Economics
Longmeadow High School 1978 — 1981
Amy Pearl's Fidelity Investments Experience 2007 - 2009
Job Sr. Marketing Manager, Personal Financial Services at John Hancock Life Insurance Company (U.S.A.)
Industry Marketing and Advertising
Experience
John Hancock Life Insurance Company (U.S.A.) October 2012 - Present
John Hancock Life Insurance Company (U.S.A.) August 2009 - October 2012
Fidelity Investments 2007 - 2009
Fidelity Investments 2005 - 2006
Fidelity Investments 1999 - 2005
Fidelity Investments 1997 - 1999
Fidelity Investments 1991 - 1997
Shawmut Corporation 1981 - 1991
Skills
Advertising, Program Management, Marketing Communications, Marketing, Financial Services, Budgets, Leadership, Retirement
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Concentration in Marketing
University of Rhode Island
BA, Double Major in Journalism and Political Science
John Hancock Life Insurance Company (U.S.A.) October 2012 - Present
John Hancock Life Insurance Company (U.S.A.) August 2009 - October 2012
Fidelity Investments 2007 - 2009
Fidelity Investments 2005 - 2006
Fidelity Investments 1999 - 2005
Fidelity Investments 1997 - 1999
Fidelity Investments 1991 - 1997
Shawmut Corporation 1981 - 1991
Skills
Advertising, Program Management, Marketing Communications, Marketing, Financial Services, Budgets, Leadership, Retirement
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Concentration in Marketing
University of Rhode Island
BA, Double Major in Journalism and Political Science
Courtney Morini's Fidelity Investments Experience 2010 - 2012
Job Performance Consultant Unum, MBA
Industry Financial Services
Experience
Unum March 2014 - June 2015
Fidelity Investments 2010 - 2012
Fidelity Investments 2006 - 2010
Fidelity Investments 2002 - 2006
Skills
Process Improvement, Employee Benefits, Financial Services, Business Analysis, Project Management, CRM, Defined Benefit, Investments, Relationship Management, Retirement, Retirement Planning, Mutual Funds, 401k, Risk Management, Health Insurance, Analytics, Business Development, Strategic Planning, Business Process..., Consulting, Change Management, Performance Management, Defined Contribution, Leadership, Leadership Development, Appreciative Inquiry
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A.)
University of Southern Maine 2013 — 2014
Graduate Certificate Health Policy and Management
Bates College
Bachelor’s Degree
Ludwig-Maximilians Universität München
Unum March 2014 - June 2015
Fidelity Investments 2010 - 2012
Fidelity Investments 2006 - 2010
Fidelity Investments 2002 - 2006
Skills
Process Improvement, Employee Benefits, Financial Services, Business Analysis, Project Management, CRM, Defined Benefit, Investments, Relationship Management, Retirement, Retirement Planning, Mutual Funds, 401k, Risk Management, Health Insurance, Analytics, Business Development, Strategic Planning, Business Process..., Consulting, Change Management, Performance Management, Defined Contribution, Leadership, Leadership Development, Appreciative Inquiry
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A.)
University of Southern Maine 2013 — 2014
Graduate Certificate Health Policy and Management
Bates College
Bachelor’s Degree
Ludwig-Maximilians Universität München
Brian Zinn's Fidelity Investments Experience January 2008 - April 2009
Job MBA graduate
Industry Financial Services
Experience
LaunchCapital, LLC June 2010 - August 2010
BABSON CONSULTING ALLIANCE October 2009 - July 2010
Fidelity Investments January 2008 - April 2009
FLAHERTY FOR MAYOR OF BOSTON CAMPAIGN June 2008 - March 2009
Fidelity Investments December 2006 - March 2009
Veritude September 2006 - November 2006
CLUBCORP USA, INC July 2005 - August 2005
Skills
Competitive Analysis, Market Research, Business Planning, Investments, Start-ups, Management, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA
Emory University 2002 — 2006
BA, Economics
LaunchCapital, LLC June 2010 - August 2010
BABSON CONSULTING ALLIANCE October 2009 - July 2010
Fidelity Investments January 2008 - April 2009
FLAHERTY FOR MAYOR OF BOSTON CAMPAIGN June 2008 - March 2009
Fidelity Investments December 2006 - March 2009
Veritude September 2006 - November 2006
CLUBCORP USA, INC July 2005 - August 2005
Skills
Competitive Analysis, Market Research, Business Planning, Investments, Start-ups, Management, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA
Emory University 2002 — 2006
BA, Economics
Tricia Dambrauskas's Fidelity Investments Experience June 2000 - January 2005
Job Executive Vice President at B&G Restaurant Supply
Industry Wholesale
Experience
B&G Restaurant Supply January 2005 - Present
Fidelity Investments June 2000 - January 2005
Skills
Strategic Planning, Food Service, Sales Management, New Business Development, Restaurants, Budgets, Hospitality, Team Building, Business Strategy, Marketing Strategy, Contract Negotiation, Purchasing, Marketing, Negotiation, Customer Service, Sales, Forecasting, Food & Beverage, Pricing, Income Statement, P&L Management, Food, Sales Operations, Inventory Management, Trade Shows, Business Planning, Account Management, Key Account Management, Profit, B2B, Sales Process, Key Account Development, Retail, Selling, Sales Presentations, Product Development, P&L, Direct Sales, National Accounts, Operations Management, Start-ups
Education
Babson College 2002 — 2004
Masters, Entrepreneurial and Small Business Operations
Isenberg School of Management, UMass Amherst - Massachusetts 1996 — 2000
Bachelors Degree, Management
B&G Restaurant Supply January 2005 - Present
Fidelity Investments June 2000 - January 2005
Skills
Strategic Planning, Food Service, Sales Management, New Business Development, Restaurants, Budgets, Hospitality, Team Building, Business Strategy, Marketing Strategy, Contract Negotiation, Purchasing, Marketing, Negotiation, Customer Service, Sales, Forecasting, Food & Beverage, Pricing, Income Statement, P&L Management, Food, Sales Operations, Inventory Management, Trade Shows, Business Planning, Account Management, Key Account Management, Profit, B2B, Sales Process, Key Account Development, Retail, Selling, Sales Presentations, Product Development, P&L, Direct Sales, National Accounts, Operations Management, Start-ups
Education
Babson College 2002 — 2004
Masters, Entrepreneurial and Small Business Operations
Isenberg School of Management, UMass Amherst - Massachusetts 1996 — 2000
Bachelors Degree, Management
Richard Kelm's Fidelity Investments Experience October 2005 - February 2009
Job Information Technology Professional
Industry Information Technology and Services
Experience
Fidelity Investments October 2005 - February 2009
Fidelity Investments - Systems Company February 2003 - October 2005
Fidelity Investments - eBusiness January 2000 - January 2003
FIDELITY INVESTMENTS - SYSTEMS COMPANY January 1993 - January 2000
Fidelity Investments November 1987 - January 1993
Cullinet Software January 1984 - January 1987
Cullinet Software June 1982 - January 1984
Skills
Disaster Recovery, Process Improvement, Change Management, Cross-functional Team..., Risk Management, Program Management, Financial Services, Project Management, Governance, Analysis, Management, Project Planning, Databases
Education
Babson College
Fidelity Investments October 2005 - February 2009
Fidelity Investments - Systems Company February 2003 - October 2005
Fidelity Investments - eBusiness January 2000 - January 2003
FIDELITY INVESTMENTS - SYSTEMS COMPANY January 1993 - January 2000
Fidelity Investments November 1987 - January 1993
Cullinet Software January 1984 - January 1987
Cullinet Software June 1982 - January 1984
Skills
Disaster Recovery, Process Improvement, Change Management, Cross-functional Team..., Risk Management, Program Management, Financial Services, Project Management, Governance, Analysis, Management, Project Planning, Databases
Education
Babson College
Timothy Egan's Fidelity Investments Experience 1989 - 1999
Job Experienced Sales Executive
Industry Information Technology and Services
Experience
Oracle Corporation 2009 - Present
Quaker Road Trust LLC 2007 - 2009
Financial Engines 2007 - 2008
Mathsoft Engineering & Education, Inc. 2002 - 2006
Incentive Systems, Inc. 2000 - 2002
Fidelity Investments 1989 - 1999
Education
Babson College
Babson College, Finance/Investments
Oracle Corporation 2009 - Present
Quaker Road Trust LLC 2007 - 2009
Financial Engines 2007 - 2008
Mathsoft Engineering & Education, Inc. 2002 - 2006
Incentive Systems, Inc. 2000 - 2002
Fidelity Investments 1989 - 1999
Education
Babson College
Babson College, Finance/Investments
Terry O'Brien's Fidelity Investments Experience December 1983 - January 2004
Job Director of Finance & IT, South Shore Elder Services
Industry Nonprofit Organization Management
Experience
South Shore Elder Services August 2014 - Present
SmartBooks Corp. July 2013 - July 2014
Globe Composite Solutions, Ltd December 2012 - July 2013
HESSCO Elder Services October 2011 - December 2012
Computer Sports Medicine, Inc (CSMI) August 2010 - November 2011
Schuremed June 2008 - June 2010
Fidelity Investments December 1983 - January 2004
Fidelity Investments 1990 - 1994
Fidelity Investments 1988 - 1990
Skills
Organizational..., Personnel Management, Deferred Compensation, Change Management, Management, Project Management, Program Management, Finance, Analysis, Accounting, Leadership, Process Improvement, Strategy
Education
Tufts University - The Fletcher School of Law and Diplomacy 1991 — 1991
International Finance
Babson College 1986 — 1989
MBA, Finance
Boston College
B.S., Operations Management
South Shore Elder Services August 2014 - Present
SmartBooks Corp. July 2013 - July 2014
Globe Composite Solutions, Ltd December 2012 - July 2013
HESSCO Elder Services October 2011 - December 2012
Computer Sports Medicine, Inc (CSMI) August 2010 - November 2011
Schuremed June 2008 - June 2010
Fidelity Investments December 1983 - January 2004
Fidelity Investments 1990 - 1994
Fidelity Investments 1988 - 1990
Skills
Organizational..., Personnel Management, Deferred Compensation, Change Management, Management, Project Management, Program Management, Finance, Analysis, Accounting, Leadership, Process Improvement, Strategy
Education
Tufts University - The Fletcher School of Law and Diplomacy 1991 — 1991
International Finance
Babson College 1986 — 1989
MBA, Finance
Boston College
B.S., Operations Management
Patricia Thibodeau's Fidelity Investments Experience
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Mutual Funds
Education
Babson College 1977 — 1981
Bachelor's degree, Accounting and Business/Management
Fidelity Investments
Skills
Mutual Funds
Education
Babson College 1977 — 1981
Bachelor's degree, Accounting and Business/Management
Renay Hamilton's Fidelity Investments Experience August 2011 - January 2012
Job Babson MBA Candidate 2016
Industry Financial Services
Experience
Saylent Technologies, Inc. September 2014 - Present
State Street Bank April 2012 - September 2014
Fidelity Investments August 2011 - January 2012
Northwestern Mutual May 2010 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Finance, Financial Services, Financial Modeling, Entrepreneurship
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Data Analytics
Babson College 2007 — 2011
BS, Finance
Saylent Technologies, Inc. September 2014 - Present
State Street Bank April 2012 - September 2014
Fidelity Investments August 2011 - January 2012
Northwestern Mutual May 2010 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Finance, Financial Services, Financial Modeling, Entrepreneurship
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Data Analytics
Babson College 2007 — 2011
BS, Finance
Widmaier Marcus Charles's Fidelity Investments Experience July 2011 - February 2012
Job Associate Broker at Cohasset Real Estate
Industry Real Estate
Experience
NewStar Financial June 2013 - March 2015
Jones Lang LaSalle January 2013 - May 2013
Fidelity Investments July 2011 - February 2012
South Shore Savings Bank May 2010 - July 2011
Skills
Credit, Financial Modeling
Education
Babson College 2009 — 2013
Bachelor of Science in Business Management, Real Estate
Cohasset High School 2005 — 2009
High School Diploma, General Studies
NewStar Financial June 2013 - March 2015
Jones Lang LaSalle January 2013 - May 2013
Fidelity Investments July 2011 - February 2012
South Shore Savings Bank May 2010 - July 2011
Skills
Credit, Financial Modeling
Education
Babson College 2009 — 2013
Bachelor of Science in Business Management, Real Estate
Cohasset High School 2005 — 2009
High School Diploma, General Studies
Phong Le's Fidelity Investments Experience 2000 - Present
Job Principal Technology Risk Analyst at Oracle
Industry
Experience
Oracle October 2014 - Present
Fidelity Investments 2000 - Present
Skills
Vendor Management, Disaster Recovery, SDLC, IT Strategy, Enterprise Architecture, Dundas, Microsoft SQL Server, SSRS, Business Analysis, Information Security, Security, Information Security..., Risk Management, Requirements Analysis, Program Management, ITIL, Integration
Education
Worcester Polytechnic Institute
Bachelor's Degree, Computer Science
Babson College
Oracle October 2014 - Present
Fidelity Investments 2000 - Present
Skills
Vendor Management, Disaster Recovery, SDLC, IT Strategy, Enterprise Architecture, Dundas, Microsoft SQL Server, SSRS, Business Analysis, Information Security, Security, Information Security..., Risk Management, Requirements Analysis, Program Management, ITIL, Integration
Education
Worcester Polytechnic Institute
Bachelor's Degree, Computer Science
Babson College
Susan N. Morrison's Fidelity Investments Experience May 2014 - Present
Job Asset Management Attorney Fidelity Investments Presently Seeking New Opportunities
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
JPMorgan Chase Bank, N.A. June 2012 - July 2014
Brown Brothers Harriman & Co. 2000 - 2011
Skills
Securities, Hedge Funds, Asset Management, Capital Markets, Securities Lending, FX, Corporate Actions, Mutual Funds, Compliance, Banking, Equities, Fixed Income, Investments, Client Service, Risk Management, Funding, Corporate Finance, Private Equity, Financial Analysis, Customer Relations, Alternative Investments, Financial Markets, Global Custody, Trading, Investment Banking, Negotiation, Contract Negotiation, Cash, Credit, Corporate Governance, Contract Review, Document Drafting, Independent Research, Transaction Negotiations, SEC compliance, FINRA, SEC regulations, Investment Companies, Deal Structure, Legal Agreements, Legal Documents, Bank Negotiations, Work-outs, Debt Restructuring, Contract Writing, Contract Preparation, Dodd-Frank, Derivatives, Foreign Exchange, Commercial Lending
Education
New England School of Law
Juris Doctorate, Business Law
Babson College
Masters in Business Administration, Finance and Taxation
Suffolk University
Bachelor of Science in Business Administration, Finance and Marketing
Fidelity Investments May 2014 - Present
JPMorgan Chase Bank, N.A. June 2012 - July 2014
Brown Brothers Harriman & Co. 2000 - 2011
Skills
Securities, Hedge Funds, Asset Management, Capital Markets, Securities Lending, FX, Corporate Actions, Mutual Funds, Compliance, Banking, Equities, Fixed Income, Investments, Client Service, Risk Management, Funding, Corporate Finance, Private Equity, Financial Analysis, Customer Relations, Alternative Investments, Financial Markets, Global Custody, Trading, Investment Banking, Negotiation, Contract Negotiation, Cash, Credit, Corporate Governance, Contract Review, Document Drafting, Independent Research, Transaction Negotiations, SEC compliance, FINRA, SEC regulations, Investment Companies, Deal Structure, Legal Agreements, Legal Documents, Bank Negotiations, Work-outs, Debt Restructuring, Contract Writing, Contract Preparation, Dodd-Frank, Derivatives, Foreign Exchange, Commercial Lending
Education
New England School of Law
Juris Doctorate, Business Law
Babson College
Masters in Business Administration, Finance and Taxation
Suffolk University
Bachelor of Science in Business Administration, Finance and Marketing
Skip Short's Fidelity Investments Experience 1993 - 2001
Job Director, Trade Oversight Compliance and International Compliance at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2001 - Present
Fidelity Investments 1993 - 2001
Skills
Securities, Fixed Income, Equities, Financial Services, Alternative Investments, Capital Markets, Portfolio Valuation, Investments, Financial Analysis, Legal Compliance, Soft Dollars, Asset Management, Hedge Funds, Process Improvement, Bloomberg, Trade Allocation..., Mutual Funds, Offshore Funds, Code of Ethics, Budgets, Management
Education
Babson College 1979 — 1983
B.S., Accounting
Babson College 1979 — 1983
Bachelor's degree, Accounting
Putnam Investments June 2001 - Present
Fidelity Investments 1993 - 2001
Skills
Securities, Fixed Income, Equities, Financial Services, Alternative Investments, Capital Markets, Portfolio Valuation, Investments, Financial Analysis, Legal Compliance, Soft Dollars, Asset Management, Hedge Funds, Process Improvement, Bloomberg, Trade Allocation..., Mutual Funds, Offshore Funds, Code of Ethics, Budgets, Management
Education
Babson College 1979 — 1983
B.S., Accounting
Babson College 1979 — 1983
Bachelor's degree, Accounting
Peter Krauss's Fidelity Investments Experience June 2007 - Present
Job Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2007 - Present
Hewlett-Packard 1984 - 2007
Skills
Accounting, Financial Analysis, Business Analysis, Financial Modeling, Process Improvement, Project Management, Business Intelligence, Managerial Finance, Program Management, Business Process..., Strategic Financial...
Education
Babson College
Business Administration and Management, General
Bentley College
Business
Fidelity Investments June 2007 - Present
Hewlett-Packard 1984 - 2007
Skills
Accounting, Financial Analysis, Business Analysis, Financial Modeling, Process Improvement, Project Management, Business Intelligence, Managerial Finance, Program Management, Business Process..., Strategic Financial...
Education
Babson College
Business Administration and Management, General
Bentley College
Business
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank