Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
AIG August 2012 - Present
Fidelity Investments January 2012 - March 2012
Minsheng Securities Company Ltd. June 2010 - August 2010
Roland Berger Strategy Consultants January 2010 - January 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Corporate Finance, Data Analysis, Strategy, Research, Investments, SAS
Education
Massachusetts Institute of Technology 2011 — 2012
Master of Finance, Finance
Peking University 2007 — 2011
BA in Economics, BA in Statistics, Economics, Statistics
MIT Lincoln Laboratory June 2014 - Present
Rensselaer Polytechnic Institute August 2010 - May 2014
Synergy Media March 2011 - September 2013
Fidelity Investments June 2013 - August 2013
Online RI May 2012 - August 2012
Education
Massachusetts Institute of Technology 2014 — 2015
Master's Degree
Rensselaer Polytechnic Institute 2010 — 2014
Bachelor of Science
Moses Brown School 2002 — 2010
AllergyEats July 2008 - Present
Sandy Cove Investments June 2008 - February 2010
Fidelity Investments August 1991 - June 2008
Skills
Portfolio Management, Public Speaking, Equity Research, Investments, Valuation, Asset Management, Teaching, Equity Valuation, Equities, Fundamental Research, Stock Picking, Small Business, Food Allergies, Celiac Disease, Restaurants, Restaurant Reviews, Mutual Funds, Management, Analysis, Research, Strategic Planning, Leadership, Strategic Leadership, Training, Alternative Investments, Asset Managment
Education
Massachusetts Institute of Technology 1987 — 1991
B.S., Economics
Baldwin Senior High School 1983 — 1987
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley January 2014 - January 2014
System Two Advisors June 2013 - July 2013
Fairhaven Capital January 2013 - February 2013
Bain & Company January 2013 - February 2013
The Kairos Society September 2011 - February 2013
MIT April 2012 - October 2012
Fidelity Investments June 2012 - August 2012
Stony Brook University June 2010 - August 2010
Education
Massachusetts Institute of Technology 2011 — 2015
Bachelor of Science, Electrical Engineering and Computer Science
MHS 2008 — 2011
Genocea Biosciences July 2014 - Present
Champions Oncology, Inc. September 2013 - Present
TPP Global Services LLC July 2012 - Present
Charles River Ventures September 2000 - June 2012
Fidelity Investments 2000 - 2000
BankBoston 1990 - 2000
Skills
Cloud Computing, Project Management, Venture Capital, Strategic Planning, IT Management, Mobile Devices, Management Consulting, Large Systems..., Financial System..., Financial Systems, Capital Budgeting, IT Outsourcing, Outsourcing Management, Business Process..., Business Resumption..., Collaboration Solutions, Team Building, Cross-functional Team...
Education
MIT Sloan School of Management
Certificate in Strategy and Innovation
University of Hartford 1977 — 1981
Bachelor of Science (BS), Accounting and Business/Management
Akamai Technologies June 2015 - Present
Freelance Designer 2001 - Present
Taiwan Wacoal Co., Ltd. 2009 - March 2015
PayPal May 2014 - August 2014
Fidelity Investments June 2013 - August 2013
Foundation on Asia-Pacific Peace Studies August 2009 - December 2011
iPsen Information Ltd. June 2008 - August 2009
Taiwan Human Rights Memorial Garden January 2008 - June 2008
Calvin-K Color Labs Ltd February 2003 - December 2005
Skills
User Experience Design, Web Design, Photography, Graphic Design, User Interface Design, Photoshop, Information Architecture, HTML, Illustrator, After Effects, Interaction Design, Adobe Creative Suite, User-centered Design, User Experience, Visual Communication, Advertising, Premiere, Microsoft Office, Teaching, OS X, Information Design, Experience Design, User Interface, Design Strategy, Design Thinking, Branding & Identity, Flash, Dreamweaver, Maya, Editing, Customer Service, Mac OS X, iWork, InDesign, Service Design, Outlook, Windows, Usability Testing, Logo Design, Concept Development, CSS, E-commerce, Mobile Applications, Mobile Interface Design, Mobile Interaction..., Mobile Application...
Education
Massachusetts College of Art and Design 2012 — 2014
Master of Fine Arts (MFA), Digital Communication and Media/Multimedia
Massachusetts Institute of Technology
Tamkang University
Bachelor of Arts (BA), German Language and Literature
Optum Enterprise Technology August 2011 - Present
Fidelity Investments September 2008 - March 2011
Fidelity Investments July 2005 - August 2008
Fidelity Investments July 2002 - July 2005
Fidelity Investments 1999 - 2002
Fidelity Investments 1996 - 1999
Skills
Talent Development, Leadership Development, Performance Management, Employee Engagement, Project Management, Personal Development, IT Management, IT Operations, IT Service Management, Capacity Management, Change Management, ITIL, Performance Tuning, Performance Analysis, Incident Management, Management Development, Balanced Scorecard, Organizational..., Employee Surveys, 360 Feedback, DISC, Competence Management, Team Performance, Proven Leadership Skills, Organizational..., Team Management, Capacity Planning, Talent Management, Production Support, IT Strategy, Service Delivery, Team Leadership, Workload..., Technology Management, Process Improvement, Management, Leadership, Infrastructure, Enterprise Software, Vendor Management, Disaster Recovery, Analysis, SDLC, Unix, Project Portfolio..., PMP, Team Building, System Deployment, PMO, Program Management
Education
Northeastern University 2007 — 2011
MS, Organizational Leadership
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2009
Executive Certificate, Management/Leadership
Northeastern University 2004 — 2006
BS, Leadership Studies
Northeastern University 2002 — 2004
Certificate, High Performance Management
Fidelity Investments July 2015 - August 2015
UK Trade & Investment (UKTI) March 2015 - June 2015
Public Sector Credit Solutions June 2014 - February 2015
Wellesley College September 2013 - December 2014
Massachusetts Institute of Technology (MIT) September 2013 - May 2014
Rosov Consulting, LLC January 2014 - February 2014
Independent Institute June 2013 - August 2013
California State University, East Bay June 2013 - August 2013
Wellesley College January 2013 - May 2013
Jewish Community Center of San Francisco January 2008 - July 2012
Skills
Research, Social Media, Event Planning, Microsoft Office, Community Outreach, Teaching, Microsoft Excel, Statistics, R, Stata, Analysis, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Photoshop, Teamwork, HTML, Java, English, Windows, Translation, Data Analysis, Editing, Leadership, Qualitative Research, Haver
Education
Wellesley College 2012 — 2016
Bachelor's Degree
University of Sydney 2015 — 2015
Massachusetts Institute of Technology 2014 — 2014
JCHS 2008 — 2012
Fidelity Investments July 2013 - Present
MIT Sloan School of Management September 2011 - June 2013
John Hancock Life Insurance Company (U.S.A.) May 2012 - August 2012
Fidelity Investments July 2010 - July 2011
Fidelity Investments December 2008 - July 2010
Fidelity Investments July 2007 - December 2008
Skills
Financial Modeling, Management Consulting, Strategy, Analytics, Business Strategy, Data Analysis, Financial Analysis, Competitive Analysis, Due Diligence, Business Analysis, Corporate Finance, Economics, Entrepreneurship, Valuation
Education
MIT Sloan School of Management 2011 — 2013
Masters of Business Administration, Finance
Massachusetts Institute of Technology 2003 — 2007
Bachelor of Science, Management Science
MIT: Department of Electrical Engineering and Computer Science September 2015 - Present
Fidelity Investments June 2015 - August 2015
MIT The Tech Newspaper January 2015 - June 2015
MIT: Department of Electrical Engineering and Computer Science February 2015 - May 2015
Nobles Day Camp June 2012 - August 2014
Smith-Houlihan Irish Dance Academy September 2012 - June 2014
Merry Melody Music Academy September 2012 - December 2013
Skills
Photoshop, Illustrator, CAD, Python, Microsoft Excel
Education
Massachusetts Institute of Technology 2014 — 2018
Bachelor’s Degree, Computer Science and Engineering
Westwood High School 2010 — 2014
Valedictorian
Wellington Management July 2014 - Present
Leerink Partners LLC December 2013 - January 2014
Fidelity Investments September 2013 - December 2013
Amundi July 2012 - August 2012
Bank of China January 2012 - February 2012
Skills
C++, JavaScript, SPSS, Bloomberg, Capital IQ, Microsoft Office, HTML, C programming, Portfolio Management, Equities, Financial Modeling, Microsoft Excel, Financial Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Master of Finance
The Ohio State University 2010 — 2013
Bachelor of Science (B.S.), Mathematics; Compute Science
HGST, a Western Digital company May 2015 - Present
Contour Semiconductor 2001 - May 2015
Glimpse Waters, Inc. 1997 - 2013
Wellington Management 1997 - 1998
Fidelity Investments 1995 - 1997
Great Bay Securities 1992 - 1995
Timberhill Inc. 1991 - 1992
UBS Securities Co., Ltd 1989 - 1991
Lehman Brothers 1988 - 1989
First Boston Asset Management 1987 - 1988
Skills
Analog, Semiconductors, R&D, Engineering, Software Development, Patent preparation, Patent Drafting, Patents, Invention, Inventor, Microfabrication, Mergers & Acquisitions, Venture Capital, MEMS, Embedded Software
Education
Yale University 1998 — 2002
M.S., Electrical and Electronics Engineering
MIT Sloan School of Management 1980 — 1982
M.S.M., Technology Management
Yale College 1976 — 1980
B.S., Engineering & Applied Science and Operations Research
CPI Security 2015 - Present
Sonic Automotive 2012 - 2015
Change University 2011 - 2012
TripZipr LLC 2009 - 2010
Orbitz 2006 - 2008
E*Trade 1999 - 2006
Morgan Stanley 1997 - 1998
Fidelity Investments 1996 - 1997
Skills
Financial Analysis, Marketing Analytics, Mobile Marketing, Pricing, Deferred Compensation, Analytics, E-commerce, Product Management, Web Analytics, Start-ups, SEM, Online Advertising, Business Strategy, Business Development, Competitive Analysis, Strategic Partnerships, Entrepreneurship, Digital Marketing, Strategy, Product Marketing
Education
MIT Sloan School of Management 1998 — 2000
MBA, Finance and Marketing
Massachusetts Institute of Technology 1992 — 1996
Bachelor of Science (B.S.), Economics
London School of Economics 1994 — 1995
The Blake School (Minneapolis) 1982 — 1992
HIgh School, High School/Secondary Diplomas and Certificates
State Street 2011 - Present
MIT Sloan Boston Alumni Association 2013 - Present
MIT Sloan CIO Symposium 2011 - Present
Fidelity Investments 1996 - 2010
Oracle 1994 - 1996
Sync Research 1993 - 1993
Wang Laboratories 1981 - 1993
Technology Concepts, Sudbury MA 1986 - 1986
Strategic Planning Associates 1980 - 1980
Arthur D. Little 1977 - 1979
Skills
Enterprise Architecture, Software Engineering, Cloud Computing, Business Intelligence, Customer Data..., Technology Transfer, Center of Excellence, Virtual Teams, Application Portfolio..., Business Process...
Education
Massachusetts Institute of Technology - Sloan School of Management
SM, Management
Massachusetts Institute of Technology
SB, Management
Lynbrook High School
Currently available. Application DeveloperVeritudeJuly 2004 - April 2014
Fidelity Investments June 1998 - December 2002
Skills
Software Development, COBOL, DB2, Mainframe, SQL, CICS, Microsoft Office, QuickBooks, Soccer Coaching, Mainframe Utilities, Non-profit Leadership, Non-profit Treasurer, Java, Software Project...
Education
Massachusetts Institute of Technology 1972 — 1979
Bachelor of Science (BS), Earth and Planetary Science
Appian Way Energy Partners, LLC January 2015 - Present
Fidelity Investments January 2007 - January 2015
Monitor Group January 2001 - December 2006
PHB Hagler Bailly 1999 - 2000
Skills
Strategy, Business Planning, Financial Modeling
Education
University of Michigan 1997 — 1999
Master of Business Administration (M.B.A.)
Massachusetts Institute of Technology 1990 — 1994
Bachelor of Science (B.S.), Chemical Engineering
CDW July 2011 - Present
Verizon Business May 1998 - June 2011
Fidelity Investments 1991 - 1998
Codex Corporation/Motorola May 1989 - June 1991
General Datacomm/GDC 1987 - 1989
Skills
Expetise in data..., Over 35 years in the..., Well rounded technical..., Strong people skills..., Cloud Computing, Unified Communications, Account Management, Cisco Technologies, Managed Services, Data Center, Salesforce.com, Sales Process, Virtualization, Direct Sales, Channel Partners, Networking, Solution Selling, Pre-sales, Routers
Education
Massachusetts Institute of Technology 1980 — 1981
Fortran programing
Franklin Institue of Boston 1978 — 1980
Certification Data Communications, Basic Electricity, Electronics, Data Communications and advanced Logic, 14th
RSA, The Security Division of EMC 2014 - September 2015
Iron Mountain 2011 - December 2013
Fidelity Investments 2007 - 2011
Inflexxion 2004 - 2007
State Street Corp 2002 - 2004
PricewaterhouseCoopers July 1997 - July 2000
Skills
Product Management, Strategy, Competitive Analysis, Product Marketing, Analytics, Strategic Partnerships, Cross-functional Team..., Marketing, Go-to-market Strategy, Marketing Management, Product Development, Business Development, Marketing Strategy, Enterprise Software, Start-ups, International Marketing, Team Leadership, Global Marketing, Investment Management, Financial Services, Sales Enablement, Win-loss Analysis, SaaS, Cloud Applications
Education
Massachusetts Institute of Technology - Sloan School of Management 2000 — 2002
MBA
University of Mumbai
BS
Connectloud, Inc. November 2014 - Present
IntraDataSystems, Inc. 2005 - Present
Alliance Data 2006 - 2008
Banc of America Securities 1996 - 2005
Fidelity Investments January 1994 - December 1995
Cohig & Associates December 1991 - December 1993
Skills
Change Management, Rapid Transformation..., Business and Technology..., Governance and..., Business and Operations..., Business Process..., Merger & Acquistions, Vendor Management and..., Organizational..., Communications, Innovative Problem..., Integration (M&A,..., Business, Communication, Management, Organization, Project Planning, Vendor Management, Operations Management, Cross-functional Team..., E-commerce, Strategy, Project Portfolio..., SDLC, Data Center, Integration, PMO, Start-ups, Business Analysis, Disaster Recovery, Cloud Computing, ITIL, IT Strategy, CRM, Service Delivery, Information Technology, PMP, Outsourcing, outs, IT Outsourcing, IT Management, ERP, Governance, Team Building, IT Operations, Mergers & Acquisitions, Management Consulting, Virtualization, Enterprise Architecture, Business Intelligence
Education
Executive Board CIO Academy 2007 — 2007
Gartner CIO Academy 2007 — 2007
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2007
Leadership, Executive Education
Southern Methodist University 1995 — 1996
Certification, Network Technologies
Oklahoma State University 1987 — 1991
BSBA, Economics, Finance, Accounting, International Business
Everest & environs November 2014 - December 2014
MIT Sloan School of Management June 2011 - June 2012
Investment Advisor, Real Estate Private Lender January 2007 - July 2011
Boston January 2004 - December 2006
Prudential Financial January 2001 - February 2004
Fidelity Investments January 1997 - December 2001
Morgan Stanley 1981 - 1998
Skills
Due Diligence, Mergers & Acquisitions, Equities, Financial Modeling, Securities, Management, Leadership, Mergers, Business Strategy, Finance, Mutual Funds, Accounting, Strategic Planning, Investment Banking, Hedge Funds, Fixed Income, Valuation, Trading, Budgets, Contract Negotiation, Private Equity, Investments, Corporate Finance, Financial Analysis, Strategy, Bloomberg, Derivatives, Risk Management, Alternative Investments, Portfolio Management, Economics, Options, Executive Management, Asset Management, Emerging Markets, Equity Research, Financial Services, Venture Capital, Capital Markets, Financial Advisory, Financial Markets, Investment Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2012
Master, Finance
University of Rochester 1973 — 1976
BA, Economics
TLP Trading October 2013 - Present
3 Twelve Capital LLC January 2011 - June 2013
Stark Investments August 1998 - February 2009
Fidelity Investments September 1995 - August 1998
Citadel Investment Group June 1994 - August 1995
Education
Massachusetts Institute of Technology 1993 — 1994
Masters of Science, Operations Research
Massachusetts Institute of Technology 1988 — 1993
Masters of Science, Electrical Engineering
Massachusetts Institute of Technology 1988 — 1993
Bachelors of Science, Electrical Engineering
Massachusetts Institute of Technology 1988 — 1992
Bachelors of Science, Mathematics, minor in Economics
St. Paul Academy 1982 — 1988
Tibersoft December 2009 - Present
Harvest Five Research January 2009 - November 2009
Fidelity Investments January 2002 - December 2008
Cognex Corporation 1999 - 2001
OpenAir 2000 - 2000
Xerox 1998 - 1999
Sitara Networks 1997 - 1998
Sun Microsystems 1993 - 1997
Skills
Software Project..., Databases, XML, SQL, Oracle, Business Intelligence, Programming, Visual Studio, Windows, ASP.NET, Architectures, HTML, Strategy, Agile Methodologies, Networking, Software Development, Web Services, C#, Java, ClearCase, Windows Server
Education
Massachusetts Institute of Technology 1973 — 1976
BS, Civil & Environmental Engineering
Putnam Investments December 2008 - Present
Putnam Investments December 2008 - Present
Fidelity Investments June 2008 - December 2008
Fidelity Investments December 2007 - December 2008
Fidelity Investments June 2004 - December 2007
Polaroid Corporation June 1997 - May 2004
McKinsey and Company 1994 - June 1997
IBM Global Services 1987 - June 1992
Skills
Finance, Treasury, Financial Analysis, Accounting, Strategic Financial..., Risk Management, Business Strategy, Strategic Planning, Process Improvement, Operations/Shared..., M&A experience, Due Diligence, Complex IFRS Conversion, Series 27, Series 99, Performance Management, Capital Markets, FINRA, Budgets, Competitive Analysis, Portfolio Management, Vendor Management, Analysis, Asset Management, Investments, Restructuring, Equities, Leadership, Valuation, Internal Controls, Management, Forecasting, IFRS, Financial Reporting, Cash Management
Education
Trumbull High School
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
MBA, Finance and Operations
Massachusetts Institute of Technology 1992 — 1994
SM, Chemical Engineering
Rensselaer Polytechnic Institute
BS, Chemical Engineering
INC Research October 2010 - Present
Fidelity Investments April 2007 - September 2010
Sapphire Technology March 2006 - February 2007
Silver Stag Productions January 2003 - March 2006
Fidelity Investments March 1998 - December 2002
Skills
Vendor Management, ITIL, SDLC, Project Management, Process Improvement, Quality Assurance, Change Management, Software Documentation, IT Operations, Active Directory, Disaster Recovery, Enterprise Architecture, SQL, Cross-functional Team..., IT Service Management, IT Strategy, IT Management, Integration, Business Analysis, Analysis, Management, Requirements Analysis, Information Technology, SharePoint, Visio
Education
Massachusetts Institute of Technology
Fidelity Investments June 2015 - Present
gigaSpring July 2013 - May 2015
Massachusetts Institute of Technology (MIT) May 2014 - August 2014
Raytheon Integrated Defense Systems February 2013 - July 2013
Raytheon Integrated Defense Systems December 2011 - January 2013
MIT September 2008 - July 2012
Tech Tutors, LLC January 2007 - December 2011
Raytheon Integrated Defense Systems March 2011 - November 2011
Raytheon Integrated Defense Systems January 2006 - February 2011
Skills
Matlab, Computational Mechanics, Computational Fluids, Aerospace Engineering, Embedded Systems, Testing, Integration, Flight Test, Business Development, Data Analysis, CFD, Management, System Architecture, Entrepreneurship, Modeling, Microcirculation, Blood Flow, Leadership, Research
Education
Massachusetts Institute of Technology 2014 — 2017
Doctor of Philosophy (Ph.D.), Hemorheology and Magnetorheological (MR) fluids
Massachusetts Institute of Technology 2008 — 2011
Master of Science (S.M.), Aerospace, Aeronautical and Astronautical Engineering
Massachusetts Institute of Technology 2002 — 2006
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
Houghton Mifflin Harcourt November 2009 - Present
Deke Press 2005 - 2012
Arnold Worldwide June 2006 - June 2007
Fidelity Investments June 2005 - June 2006
O'Reilly Media July 1995 - November 2004
Skills
InDesign, Adobe Creative Suite, Graphics, Publishing, Content Development, Content Management, Creative Direction, Publications, Graphic Design, Copy Editing
Education
Massachusetts Institute of Technology 1990 — 1995
Bachelor of Science, Writing and Humanistic Studies
Fidelity Investments 2009 - Present
Fidelity Investments 2000 - 2009
Fidelity Investments 1996 - 2000
Skills
Public Relations, Corporate Real Estate, Strategic Planning, Policy, Government, Craft Beer, Community Relations..., Nonprofits, Volunteer Management, Community Development, Management, Risk Management, Strategic Communications, Community Outreach, Public Speaking, Strategy, Leadership
Education
Massachusetts Institute of Technology 1976 — 1980
BS, Ocean Engineering
Northfield Mount Hermon 1973 — 1976
Shady Hill School
Shady Hill School
Fidelity Investments April 2011 - Present
Fidelity Investments 2006 - April 2011
Fidelity Investments 2002 - 2006
Fidelity Investments 1998 - 2002
AT Kearney 1997 - 1998
Gemini Consulting 1993 - 1997
Bull Information Systems 1989 - 1993
Prime Computer 1982 - 1989
Skills
Product Management, Market Data, Business Development, Backtesting, Investment Performance, Stock Research, ETFs, Investment Education, Mergers & Acquisitions, Strategic Planning, Business Strategy, Sector Research, Investment Research, Webcasting, Vendor Management, Contract Negotiation, Budgets, Management Consulting, Trading Systems, Electronic Trading, Active Trader, Strategic Consulting, Data Governance, Strategy, Financial Services, Equities, Finance, Consulting, Financial Markets, Product Development, Business Transformation, Equity Trading, Trading, Scrum
Education
Massachusetts Institute of Technology - Sloan School of Management 1980 — 1982
S.M. Mgmt., Concentration in Operations Management
University of Pennsylvania
B.A., Economics
University of Pennsylvania - The Wharton School
BS Econ, Finance
Poly Prep CDS
Knowledgent December 2014 - Present
Santander 2010 - 2014
Fidelity Investments 2008 - 2009
Trillium Asset Management May 2007 - November 2007
J.P.Morgan 2005 - 2006
Investors Bank & Trust 2001 - 2005
Skills
Strategic Analysis, Competitive Analysis, Financial Analysis, Change Management, Project Management, Financial Modeling, Business Strategy, Strategy, Sustainability, Business Process..., Fundamental Analysis, IT Strategy, Cross-functional Team..., International Relations, Online Marketing, IT Transformation, IT Management, Intranet Portals, Asset Managment, Financial Reporting, Analytics, Customer Relations, Market Research, Quantitative Research, Systems Dynamics..., Portfolio Management, Consumer Insight, Bloomberg, SAS, Business Discovery, Analysis, Entrepreneurship, Management, Leadership, Business Process, Finance, Management Consulting
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA, Strategy, Finance, & Innovation
Tufts University 1997 — 2001
B.A., International Relations, Economics & German Studies
Trumbull High School 1993 — 1997
Various firms as contractor February 2012 - Present
BeyondTrust February 2009 - February 2012
Staples March 2008 - June 2011
VistaPrint November 2008 - January 2009
Idenix Pharmaceuticals February 2008 - May 2008
Freddie Mac November 2005 - December 2007
Various firms as a contractor 2003 - 2005
American Tower 2003 - 2004
Fidelity Investments 1994 - 2002
Data General 1977 - 1992
Skills
Sarbanes-Oxley Act, Internal Audit, Financial Modeling, Business Process, Process Improvement, Risk Management, Internal Controls, Auditing, Finance, Governance, Process Imrovement, Risk Assessment, COSO Framework, International Auditing, Construction Auditing, Risk Mitigation, IT General Controls, Database Integrity, Change Management, Access Controls, COBIT, Business Continuity, Financial Services, Technology Industry, Manufacturing Industry, Cost Controls, Analysis, Budget Management, Project Management, Remediation, Follow-up, People Relations, Communication Skills, Presentation Skills, Mentoring, motivation, Leadership
Education
Northeastern University 1985 — 1986
MBA, Business
University of New Mexico 1970 — 1973
Master's Degree, Economics
Massachusetts Institute of Technology 1964 — 1969
B.S., Economics
Milton High School 1960 — 1964
High school, High School
Houghton Mifflin Harcourt January 2013 - Present
Fidelity Investments January 2011 - December 2012
New Vantage Partners January 2011 - November 2012
Liberty Mutual Group January 2012 - April 2012
Emoxsha Technologies October 2010 - January 2011
LeapFrog Systems March 2009 - September 2010
Veritude August 2008 - February 2009
One Beacon Insurance 2009 - 2009
Edgewater Technology September 2007 - August 2008
Arbella Insurance February 2006 - August 2007
Skills
Data Modeling, Data Integration, Erwin, Data Warehousing, Business Intelligence, Data Architecture, Data Governance, Master Data Management, ETL, Enterprise Architecture, Data Quality, Informatica, SDLC, Data Warehouse..., Database Design, Databases, Oracle, Business Analysis, Business Objects, Requirements Analysis, Integration, Big Data
Education
Massachusetts Institute of Technology 1983 — 1988
courses, IT in Sloan School of Management
University of Maryland College Park 1981 — 1982
graduate level courses, Computer Science
Politechnika Warszawska
M.Sc., EE & CS
Analytics Consult, LLC May 2012 - Present
Financial Times/Pearson Press January 2015 - Present
Statec Brazil March 2014 - Present
Bentley University May 2013 - Present
Attract China July 2014 - March 2015
Boston College January 2008 - May 2013
EYC April 2011 - April 2012
Aspen Marketing Services August 2009 - March 2011
Georgia Institute of Technology September 2010 - December 2010
Fidelity Investments May 2007 - February 2008
Skills
Marketing Analytics, Marketing Mix Modeling, Predictive Analytics, Predictive Modeling, Statistical Modeling, Analytics, Data Mining, Customer Analysis, Segmentation, Database Marketing, SAS, SAS programming, Semantic Web Analytics, Big Data, Big Data Analytics, KNIME Analytics, Customer Insight, Web Analytics, Business Analytics, Logistic Regression, CRM, Customer Acquisition, Integrated Marketing, Market Research, Email Marketing, Marketing Strategy, Loyalty Programs, Marketing Research, Direct Marketing, Business Intelligence, Competitive Intelligence, Digital Marketing, Multi-channel Marketing, Data Analysis, Brand Loyalty, Analysis, Management Consulting, Leadership, Strategy, Start-ups, Marketing, Business Strategy, Consulting
Education
Massachusetts Institute of Technology - Sloan School of Management 1999 — 2000
MBA, Sloan Fellow / Management of Technology
The University of Birmingham 1978 — 1982
BS Ph.D., Environmental Engineering, Computational Fluid Dynamic
Fidelity Investments 2007 - Present
Robert Virgile Associates, Inc. 1989 - 2013
Skills
SAS, CRM, Programming, Analytics, Data Analysis, Business Analysis
Education
Massachusetts Institute of Technology
B.S., Economics
德勤 August 2015 - Present
Moody's Analytics July 2013 - August 2015
Allied Minds, Inc. January 2013 - June 2013
Fidelity Investments October 2012 - December 2012
Synovate Consulting November 2011 - January 2012
Citi June 2011 - November 2011
Deloitte December 2010 - February 2011
Skills
Due Diligence, Quantative Analysis, Equity Research Analysis, Financial Modeling, Market Research, Financial Analysis, Valuation, Consulting, Music Performance, Structured Finance, Finance, Equity Research, Economics, Corporate Finance, Bloomberg
Education
MIT Sloan School of Management 2012 — 2013
Master's degree, Finance, General
Shanghai University of Finance and Economics 2008 — 2012
Bachelor of Economics, Finance
Shanghai University of Finance and Economics 2008 — 2012
Bachelor of Management, Accounting
Alliance Data April 2013 - Present
Numeric Investors September 2012 - April 2013
Cambridge Associates January 2012 - March 2012
Fidelity Investments October 2011 - November 2011
China International Capital Corporation (CICC) March 2011 - June 2011
Skills
Quantitative Analytics, Quantitative Investing, Portfolio Management, Asset Allocation, Risk Modeling, Derivatives, Data Analysis, Statistical Software, Programming, C++, SQL, Matlab, SAS, Stata, Eviews, VBA, Bloomberg
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2012
Master, Finance
Shanghai Jiao Tong University 2007 — 2011
Bachelor of Economics, Finance (with concentration in Mathematical Finance)
Zhengzhou No.1 Middle School 2004 — 2007
Class for National Physics Competition
MIT
Ditto Labs, Inc. July 2012 - Present
MIT Venture Mentor Service 2013 - 2013
Vitality, Inc. June 2005 - April 2012
Fidelity Investments 2006 - 2008
National Inventors Hall of Fame September 2003 - September 2004
WatchPoint Media, Inc. April 1999 - January 2003
Viant January 1998 - September 1999
Dream Works Animation August 1997 - September 1998
MIT Media Laboratory, Vision and Modeling Group January 1995 - June 1996
Walt Disney Imagineering, R&D August 1990 - September 1994
Education
Massachusetts Institute of Technology 1994 — 1995
S.M., Computer Vision, Media Technology
Massachusetts Institute of Technology 1986 — 1990
S.B., Media Technology
Lexington High School
Fidelity Investments June 2011 - Present
Fidelity Investments January 2010 - July 2011
Fidelity Investments September 2009 - December 2009
Fidelity Investments July 2008 - September 2009
Thomson Reuters May 2006 - July 2008
The Thomson Corporation January 2000 - April 2006
Thomson 1997 - 1999
Legion 1995 - 1996
HCIA 1991 - 1994
COSI 1982 - 1990
Skills
Business Strategy, Strategy, Strategic Planning, Strategic Partnerships, Management, Enterprise Software, Investments, Business Development, Start-ups, Equities
Education
University of Michigan 1976 — 1978
MBA, Finance and Marketing
Massachusetts Institute of Technology 1971 — 1975
SB/SM, Electrical Engineering and Computer Science
Kenley Technologies March 2009 - December 2009
Fidelity Investments March 1999 - February 2009
Fidelity Investments November 1996 - March 1999
Harlequin Inc 1994 - 1996
A/T Comm 1994 - 1994
Stratus Computer 1989 - 1993
BBN Communications 1987 - 1989
Network Switching Systems Inc. 1985 - 1987
Infinet Inc. 1984 - 1985
Interwork 1984 - 1984
Skills
System Architecture, Integration, Software Engineering, Outsourcing, Process Development, Systems Engineering, Enterprise Architecture, Cloud Computing, Data Center, Virtualization, SaaS, Agile Methodologies, Product Management, Program Management, Enterprise Software, Process Simulation, Software Development, Management, Leadership, Project Management
Education
Massachusetts Institute of Technology 1971 — 1977
SM, SB, Electrical Engineering and Computer Science
Columbia University 2011 - Present
Align Consulting January 2009 - Present
Earley & Associates June 2010 - Present
Digital Workplace Group May 2010 - Present
Fidelity Investments September 2007 - December 2008
Intel Corporation December 2005 - September 2007
Intel Solution Services 2005 - 2007
JPMorgan Chase 2003 - 2005
IBM Global Business Services 2002 - 2003
IBM 2002 - 2003
Skills
Business Process Design, Research, Knowledge Management, Program Management, Change Management, Business Planning, Management, Business Development, Leadership Development, Leadership, Strategy, Governance, Product Development, Business Analysis, Business Strategy, Management Consulting, Project Management, Process Improvement, SharePoint, Project Planning, Six Sigma, Workshop Facilitation, Analysis, Social Media, Entrepreneurship
Education
Massachusetts Institute of Technology - Sloan School of Management 1994 — 1996
Master of science/MBA
Williams College 1983 — 1987
BA
Concord Academy
College Outside, Inc. August 2015 - Present
Fidelity Investments September 2014 - Present
Wellesley College September 2014 - Present
Goldman Sachs September 2015 - September 2015
State Street June 2015 - August 2015
J.P. Morgan October 2014 - October 2014
Skills
Event Planning, Leadership, Public Speaking, Data Entry, PowerPoint, Microsoft Office, Budgets, Community Outreach, Nonprofits, Teaching, Store Management, Money Management, Research, Fundraising, Social Media, Public Speaking Coaching, Administration, Salesforce
Education
Wellesley College 2013 — 2017
Bachelor of Arts (B.A.), Economics
University of Oxford 2015 — 2016
Economics
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2014
Mission San Jose High School 2009 — 2013
High School Diploma
Manulife Asset Management January 2011 - Present
Evergreen Investments September 2004 - January 2011
Fidelity Investments July 2001 - August 2004
Goldman Sachs 1999 - 1999
Skills
Value Investing, Industry Analysis, Factset, Equity Research, Investments, Equities, Portfolio Management, Equity Valuation, Bloomberg, Fundamental Research, Mutual Funds, Valuation, Financial Modeling, Asset Management, Asset Allocation, Economics, Investment Management
Education
Massachusetts Institute of Technology 1997 — 2001
B.S.
Stuyvesant H.S. 1993 — 1997
Northeastern University December 2010 - Present
Concord Players April 2004 - Present
IBM 2005 - March 2010
Ascential Software 2002 - 2005
Vality Technology 1998 - 2002
The Boston Company / Mellon Bank 1989 - 1998
Fidelity Investments 1987 - 1989
The Boston Company (Boston Safe Deposit and Trust) 1985 - 1987
Raytheon Service Company at the U.S. Department of Transportation's Transportation Systems Center 1978 - 1982
Skills
Requirements Analysis, Quality Assurance, Release Engineering, Mainframe, Application Programming, Software Consulting, Debugging, SQL, Microsoft SQL Server, Oracle SQL, COBOL, C++, Linux, Linux System..., Unix, Unix Shell Scripting, ClearCase, GNU Make, ClearQuest, Quality Stage, SQL DB2, CICS, JCL, VSAM, Visio, TSO, ISPF, CLIST, REXX, Easytrieve, Endeavor, OS/390, z/OS, RCS, Windows, XML, Public Speaking, Acting, Singing, Ballroom Dance, Parody, Poetry, Morse Code, Amateur Radio Operator, Shotokan Karate, Astrology, Reiki, Community Theatre, Voice Acting, C
Education
University of Massachusetts at Lowell 2002 — 2003
UNIX Certificate, The Certificate Program in UNIX
University of Massachusetts Boston 1982 — 1985
Bachelor of Science, Psychology major
Massachusetts Institute of Technology 1976 — 1978
Humanities and Science
Providence Country Day School 1970 — 1976
College Preparatory
IDEO July 2014 - Present
Boston Logic Technology Partners January 2009 - Present
IDEO April 2011 - July 2014
Fidelity Investments July 2009 - April 2011
Fidelity Investments February 2008 - July 2009
VistaPrint August 2007 - February 2008
Amazon.com May 2006 - August 2006
Boston Logic Technology Partners August 2004 - August 2005
CircleLending, Inc. (now Virgin Money) October 2003 - August 2004
CircleLending, Inc. (now Virgin Money) August 2002 - September 2003
Skills
User Experience, Product Management, Entrepreneurship, Analytics, Competitive Analysis, Start-ups, Strategy, Product Development, Information Architecture, Business Strategy, E-commerce, Product Marketing, Cross-functional Team..., Management, Marketing, Project Management, Design Thinking, User-centered Design, Mobile Devices, Process Improvement
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
MBA, Marketing/Entrepreneurship
Tufts University 1999 — 2001
B.S., Computer Science & Economics
Cisco August 2013 - Present
Cisco December 2009 - August 2013
Egenera April 2006 - December 2009
Egenera January 2005 - April 2006
EasyAsk 2003 - 2005
Oracle 2000 - 2003
Fidelity Investments 1998 - 2000
Skills
Cloud Computing, Enterprise Software, Product Management, SaaS, Data Center, Solution Selling, Professional Services, Virtualization, Salesforce.com, Storage, Go-to-market Strategy, Management, Strategic Partnerships, Business Development, Channel Partners, Direct Sales, Disaster Recovery, Enterprise Architecture, Forecasting, Enterprise Search, Managed Services, Skin, Pipefitting, Flute
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Executive Education, Management and Leadership
Trinity College-Hartford 1994 — 1998
BA, Political Science, International Political Economy
Harvard Extension School
Fidelity Investments June 2015 - August 2015
NERA Economic Consulting January 2015 - January 2015
Singapore University of Technology and Design (SUTD) June 2014 - August 2014
NaviNet January 2014 - January 2014
Skills
Matlab, PowerPoint, Microsoft Office, Microsoft Excel, Python, Java, Data Analysis, Research
Education
Massachusetts Institute of Technology 2013 — 2017
Bachelor of Science (B.S.), Mathematics with Computer Science and Management, Sophomore
Punahou School
Fidelity Investments January 2008 - Present
Boston Scientific January 2003 - January 2008
EMC January 1997 - January 2003
McKinsey & Company July 1993 - January 1997
Massachusetts Institute of Technology (MIT) August 1985 - June 1993
John Deere May 1981 - December 1983
Education
Massachusetts Institute of Technology 1988 — 1993
Ph.D.
Massachusetts Institute of Technology 1985 — 1988
M.S.
Purdue University 1980 — 1985
B.S.
Fidelity Investments 2014 - Present
Bain & Company 2012 - 2014
Bain & Company 2009 - 2012
Bain & Company 2004 - 2009
Bain & Company 2001 - 2004
Bank One (First USA) June 1999 - August 1999
Skills
Strategy, Growth Strategies, Market Entry, Corporate Development, Management Consulting, Private Equity, Consumer, Healthcare, Business Strategy, Acquisition Integration, Organizational Design, Strategic Consulting, Due Diligence, Performance Improvement, Mergers & Acquisitions, Operational Improvement
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
MBA
Massachusetts Institute of Technology 1997 — 2001
BS, Management
Winchester High School 1993 — 1997
High School diploma
Denneen & Company September 2013 - Present
Denneen & Company September 2012 - Present
Brewery Development Corporation (subsidiary of JPNDC) July 2010 - Present
The Rockport Company, a division of Adidas Group August 2009 - August 2012
Adidas Group August 2007 - August 2009
The World Bank October 2006 - January 2007
Fidelity Investments May 2006 - December 2006
YouthBuild USA August 2004 - August 2005
Ghana New Ventures Competition October 2003 - August 2004
YouthBuild USA October 2002 - October 2003
Skills
Strategic Planning, Product Development, Business Analysis, Product Marketing, Analysis, Cross-functional Team..., Strategic Partnerships, Business Development, Market Research, Business Strategy, Negotiation, Brand Architecture, Brand Development, Brand Management, Brand Equity, Brand Implementation, Branding & Identity, Corporate Branding, Brand Awareness, Research, Business Planning, Business Management, Sales, Sales Management, Sales Operations, Project Management, Team Management, Sales Analysis, Change Management, Strategic Initiatives, Process Improvement, Business Process Design, Staff Management, Consulting, Co-branding, Licensing, Management, Start-ups, Entrepreneurship, Product Management, Marketing Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
Master of Business Administration, Marketing
Wesleyan University 1995 — 1999
Bachelor of Arts with Honors, Humanities
Boston Latin School 1989 — 1995
High School Diploma
Redwood Investments, LLC 2010 - Present
Putnam Investments July 2001 - April 2010
McDonald-Sutton Asset Mgmt, LLC December 1998 - July 2001
Cabot Money Management August 1995 - November 1998
Fidelity Investments August 1989 - July 1993
United States Marine Corps August 1981 - January 1989
Skills
Small Cap Growth, Mid Cap Growth, Portfolio Management, Asset Managment, Equities, Biotech Investing, Healthcare Investing, Mutual Funds, Hedge Funds, Investments
Education
MIT Sloan School of Management 1993 — 1995
MBA, Finance
Monmouth University 1985 — 1989
BS, International Finance
Fidelity Investments September 2012 - Present
TJX September 2011 - September 2012
CVS Caremark Corporation May 2008 - September 2011
CVS Caremark Corporation February 2006 - May 2008
CVS Caremark Corporation November 2004 - February 2006
Lightbridge June 2003 - November 2004
Into Networks 1998 - 2002
Skills
Requirements Management, Business Architecture, Business Analysis, Testing, Integration, Agile Methodologies, Business Intelligence, Business Process..., SDLC, Vendor Management, User Acceptance Testing, Requirements Analysis, Requirements Gathering, Analytics
Education
Massachusetts Institute of Technology 1998 — 2003
Bachelors, Computer Science and Electrical Engineering
Fidelity Investments October 2014 - Present
Independent July 2014 - October 2014
IDEO 2007 - June 2014
IDEO 2004 - 2007
IDEO 1999 - 2004
IDEO 1995 - 1999
IDEO 1991 - 1995
Polaroid 1987 - 1991
Skills
Rapid Prototyping, InDesign, User Experience, Product Design, Design Thinking, Start-ups, Product Innovation, Product Development, Experience Design, Design Strategy, Business Strategy, Industrial Design, Interaction Design, Mechanical Engineering, Engineering, Strategy, User-centered Design, Project Management, Concept Development, Human Factors, Entrepreneurship, Design for Manufacturing, Solidworks, Medical Devices, Service Design, Ethnography, Concept Generation, User Research, User Experience Design, Design Management, Injection Molding, User Interface Design
Education
Massachusetts Institute of Technology 1981 — 1987
BSME&MSME, Mechanical Engineering
PTC July 2014 - February 2015
Fidelity Investments July 2013 - April 2014
Technicolor / Dreamworks September 2012 - April 2013
CatchFree November 2010 - April 2012
Fidelity Investments (Fidelity E-Business group) 2005 - October 2010
LogMeIn 2004 - 2006
Phoenix Media/Communications Group 2004 - 2005
Thomson Reuters 2003 - 2004
Earth 2002 - 2004
Earth 2002 - 2004
Skills
Science, ActionScript, Botany, HTML 5, jQuery, Flex, SQL, SPARQL, RDF, RDFa, OWL, JavaScript, CSS3, Flash, Photoshop, Photography, Lead Generation, Genetics, Psychology, User Experience, User Interface, Experience Design, Landscape Architecture, Product Innovation, ASP, Java, SEO, AJAX Frameworks, Semantic Web, Backbone.js, Mobile Applications, CSS, User Interface Design, Information Architecture, Interaction Design, User-centered Design, Ruby on Rails, Web Development, Web Applications, Front-end, Agile Methodologies
Education
MIT 2009 — 2010
Semantic Web Technology
University of New Hampshire 1995 — 1999
Bachelor of Science (BS), Botany/Plant Biology
School for Field Studies (SFS) 1995 — 1995
Sustainable Development
Fidelity Investments 2010 - Present
Pickle Hopped LLC August 2008 - Present
Fidelity Investments 2004 - 2010
Fidelity Investments 1999 - 2004
Fidelity Investments 1995 - 1999
Fidelity Investments 1992 - 1995
Lotus Development Corporation October 1990 - May 1992
Skills
IT Strategy, Architecture, User Experience, Cloud Computing, Web Services, Financial Services, Bloomberg, User Interface Design, Equities, Emerging Technologies, Market Data, Enterprise Architecture, Agile Methodologies, Start-ups, Solution Architecture, SDLC, SaaS, Business Analysis, Program Management, SOA, Business Intelligence, Vendor Management, Enterprise Software, Strategy, Integration, Software Project..., Software Development, Agile Project Management, Software Design, Architectures
Education
Massachusetts Institute of Technology 1988 — 1992
BS, Mathematics with Computer Science
Gorham High School 1984 — 1988
CTI Consultants, Inc. May 2013 - June 2015
Professional Service Industries, Inc. (PSI) August 2009 - May 2013
Bognet Construction September 2007 - May 2009
HITT Contracting June 2005 - August 2007
Shawmut Design & Construction January 2003 - May 2005
Fidelity Investments June 2000 - November 2002
Parsons Brinckerhoff May 1992 - June 2000
Skills
Construction Management, Construction, Contract Management, Engineering, Civil Engineering, Project Management, Geotechnical Engineering, Management, Value Engineering, Contract Negotiation, Project Estimation, Strategic Planning, Concrete, Submittals, Program Management, Proposal Writing, Highways, Business Development, MS Office, MS Project
Education
Massachusetts Institute of Technology 1983 — 1985
SM, Civil / Geotechnical Engineering
The Cooper Union for the Advancement of Science and Art 1979 — 1983
BE, Civil Engineering
National Chengchi University
Business Administration
(Private Practice) 2001 - Present
Fidelity Investments 2008 - 2011
Executive Technology Consulting 2002 - 2004
Accenture 1997 - 2001
Arthur D. Little, Inc. 1988 - 1997
Skills
Vendor Management, IT Strategy, Program Management, Process Design, Governance, Portfolio Management, Agile Methodologies, Management Consulting, Management, Project Management, Leadership, Executive Management, Strategic Planning, Business Process..., Business Analysis, Change Management, Consulting
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA / MS Management, General and IT Strategy
Yale University
B. S., Administrative Sciences - Math, Economics, and Operations Research
Fidelity Investments July 2000 - June 2015
Fidelity Investments January 1996 - July 2000
Fidelity Investments May 1994 - January 1996
MIT Lincoln Laboratory May 1982 - May 1994
GCA / Technology Division September 1980 - May 1982
Systems Applications Inc. September 1977 - July 1980
Skills
SDLC, Product Management, Financial Services, Vendor Management, Series 63, Series 7, Program Management, Project Portfolio..., Security, Business Intelligence, IT Strategy, Data Center, Solution Architecture, Integration, Project Management, Enterprise Architecture, Outsourcing, Cloud Computing, Enterprise Software, Disaster Recovery, Business Analysis, IT Management, Governance, PMP, Servers, Telecommunications, Strategy, TCP/IP, Network Design, Routing, Infrastructure, Network Engineering, Virtualization, Networking, Start-ups, Testing, Management, SaaS, IT Operations, ITIL, Information Security, IT Service Management, Information Technology, Leadership, Business Continuity, Professional Services
Education
Massachusetts Institute of Technology 1975 — 1977
Master of Science (MS), Meteorology, 4.6 / 5.0
University of Michigan 1971 — 1975
Bachelor of Science (BS), Atmospheric and Oceanic Sciences, 3.6
TripAdvisor November 2010 - Present
Fidelity Investments March 2005 - October 2010
Fidelity Investments / eBusiness April 2000 - March 2005
Fidelity Investments / Fidelity Management & Research July 1997 - March 2000
Fidelity Investments / Fidelity Pricing Systems August 1996 - July 1997
Bolt Beranek & Newman August 1993 - August 1996
Bolt Beranek & Newman February 1990 - October 1992
Codex Corporation July 1985 - February 1990
Skills
Software Development, Enterprise Architecture, Tomcat, Java, Agile Methodologies, Application Architecture, Enterprise Software, Integration, Java Enterprise Edition, Software Engineering, Open Source, Spring, Linux, Distributed Systems, Application Development, Python, Performance Tuning, Scalability, Web Services, Software Design, Software Project..., Unix Shell Scripting, Architecture, SOA, Automation, System Architecture, REST, Scala, Spring Framework
Education
Massachusetts Institute of Technology 1981 — 1985
BS, Computer Science
Ogee llc November 2007 - Present
Recognia, Inc August 2006 - August 2013
wis.dm September 2006 - July 2007
Fidelity Investments January 2001 - July 2006
Fidelity Investments September 1999 - January 2001
Fidelity Investments eBusiness March 1998 - October 1999
InnerVue February 1997 - March 1998
Skills
Software Design, Product Development, Web Design, Product Management, Product Strategy, Interaction Design, Product Marketing, Board Leadership, Personal Finance, Stock Trading, Investment Products, Social Media, Information Architecture, Agile Methodologies, Analytics, Venture Capital, Business Development, Leadership, Web Development, Software Engineering, User Experience, Start-ups, Entrepreneurship, Mobile Applications
Education
Massachusetts Institute of Technology 1994 — 1997
M.Arch., Architecture, Computer Science
Massachusetts Institute of Technology 1987 — 1991
BS, Architecture
Auburn High School 1983 — 1987
High School Diploma
Silverlink Communications May 2008 - Present
Putnam Investments May 2005 - May 2008
TripAdvisor, Inc. June 2004 - May 2005
Fidelity Investments March 2001 - May 2004
Mesa Systems 1999 - 2001
Cadre Technologies 1986 - 1990
Skills
Web Services, Agile Methodologies, Software Engineering, Software Development, Java, Architecture, Web Development, Database Design, Software Design, Databases, Enterprise Software, Software Project..., Perl, SaaS, XML, SDLC, Object Oriented Design, Unix, REST, Requirements Analysis, System Architecture, Scrum, SQL, Java Enterprise Edition, Architectures
Education
Massachusetts Institute of Technology 1977 — 1981
S.B., Computer Science (EECS)
Fidelity Investments April 2015 - Present
BEAM Interactive August 2013 - April 2015
Mullen February 2013 - June 2013
Iron Mountain March 2012 - December 2012
Iron Mountain January 2011 - March 2012
Warner Music Group November 2009 - January 2011
American Express October 2006 - November 2009
American Express February 2005 - September 2006
American Express July 2003 - February 2005
American Management Systems (AMS) 1997 - 2001
Skills
Analytics, Strategic Partnerships, Strategy, Product Management, Cross-functional Team..., Marketing Strategy, Data Analysis, Segmentation, Product Marketing, Leadership, CRM, Competitive Analysis, Program Management, Business Strategy, Data Architecture, Marketing, Marketing Communications, Product Development, New Business Development, Digital Marketing, Email Marketing, Multi-channel Marketing, Database Marketing, Partner Management, Customer Advocacy, Customer Acquisition, Business Planning, Management, Go-to-market Strategy, Marketing Management, B2B Marketing
Education
MIT Sloan School of Management 2001 — 2003
MBA
University of Michigan 1993 — 1997
BS
MFS Investment Management October 2013 - Present
Fidelity Investments May 2011 - September 2013
Jacobs Levy Equity Management November 2003 - April 2011
Harris Bretall Sullivan & Smith September 2002 - October 2003
Scudder Investments 1995 - 2001
Scudder Investments 1999 - 2000
Scudder Investments 1992 - 1995
Education
Massachusetts Institute of Technology - Sloan School of Management
S.M.
Wellesley College
B.A.
Fidelity Investments June 2013 - Present
Vic Tulli Communications Consulting July 2011 - January 2014
Firefly Value Partners July 2008 - June 2011
Rutgers University July 2006 - June 2008
Department of English, Rutgers University September 2003 - August 2006
Education
University of Pennsylvania 1991 — 1999
Ph.D., English
Massachusetts Institute of Technology 1987 — 1991
SB, Literature
Altisource 2014 - 2015
Wellington Management 2010 - 2014
Plectix BioSystems 2009 - 2010
Fidelity Investments 2009 - 2009
IBM 2003 - 2009
Lotus Development 1998 - 2003
OSF 1993 - 1997
Charles River Data Systems 1990 - 1993
Skills
Agile Methodologies, Eclipse, Perl, XML, Unix, Subversion, SQL, Object Oriented Design, C++, Java, Integration, Spring, Linux, JavaScript, Software Project..., C
Education
Massachusetts Institute of Technology
PhD Program
Massachusetts Institute of Technology
Masters
University of California, Irvine
BS
University of California, Irvine
BA
Granada Hills High School
IDEO January 2009 - Present
School of Visual Arts September 2012 - September 2013
NYU September 2011 - January 2012
Fidelity Investments August 2007 - December 2008
Millennium Pharmaceuticals May 2002 - July 2005
Miravant Pharmaceuticals 2000 - 2002
Skills
User-centered Design, Agile Methodologies, Start-ups, Product Development, Entrepreneurship, Strategy, User Experience, Teaching, Design Thinking, Design Strategy, Interaction Design, Cross-functional Team..., Data Analysis, Research, Experience Design, Marketing Strategy, User Research, Ethnography, Rapid Prototyping
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
MBA
University of California, Santa Barbara 1997 — 2001
BS, Biology
Fidelity Investments June 2014 - Present
Novartis Institutes for Biomedical Research January 2012 - March 2014
Fidelity Investments August 2010 - December 2011
Fidelity Investments June 2007 - July 2010
Tufts Health Plan March 2006 - May 2007
Fulcrum Analytics July 2005 - February 2006
Fidelity Investments September 2003 - June 2005
Pfizer October 1997 - February 2003
Skills
Oracle, PL/SQL, Data Warehousing, Database Design, Data Modeling, Unix, Databases, SQL, ETL, Apache Spark, Python, Linux, Java, R, MATLAB, Solaris, SDLC, Perl, Unix Shell Scripting, Shell Scripting, Business Intelligence...
Education
Massachusetts Institute of Technology 1976 — 1983
BS, Computer Science
Omgeo July 2013 - Present
Fidelity Investments January 2011 - February 2012
Fidelity Investments July 2007 - January 2011
Fidelity Investments January 2005 - July 2007
Manulife Financial 2004 - 2004
Fidelity Investments 2001 - 2004
Sybase 2000 - 2001
Private Healthcare Systems 1998 - 1999
John Hancock 1998 - 1999
Fidelity Investments 1996 - 1998
Skills
Databases, Web Services, Java, Requirements Gathering, Systems Analysis, Requirements Analysis, SQL, SDLC, Oracle, Management, Data Warehousing, Agile Methodologies, Business Analysis, Software Project..., JavaScript, PL/SQL, ETL, Microsoft SQL Server, Solution Architecture, Analysis, Sybase, Linux, Database Design, Business Intelligence, Integration, Visio, SharePoint, Unix, Software Development, Perl, Project Management
Education
Massachusetts Institute of Technology 1988 — 1992
Fidelity Investments June 2005 - Present
Earnest Partners May 2004 - August 2004
JPMorgan Chase June 2003 - August 2003
Education
Massachusetts Institute of Technology 2001 — 2005
Fidelity Investments October 2007 - Present
Sonic Software 1999 - 2007
Fidelity Investments 1993 - 1998
Technical Consultant 1987 - 1992
SCT 1986 - 1987
Skills
Agile Methodologies, Product Development, ESB, Leadership, SOA, SaaS, Strategic Planning, Quality Assurance, Enterprise Software, Product Management, Program Management, Vendor Management, Cloud Computing, SDLC, Integration
Education
MIT Sloan School of Management 2002 — 2002
Finance, General
Purdue University 1981 — 1986
Bachelor of Science (B.S.), Computer Technology/Computer Systems Technology
Wellington Management October 2014 - Present
Wellington Management March 2013 - September 2014
Acadian Asset Management July 2012 - March 2013
Acadian Asset Management March 2007 - June 2012
Fidelity Investments 2006 - 2007
Bonaire Software Solutions October 2005 - May 2006
Fidelity Investments April 2004 - September 2005
Colonial First State Global Asset Management (Avanteos) 2003 - 2004
Misys 1999 - 2002
Fujitsu Australia Limited 1993 - 1999
Skills
Product Management, Portfolio Management, Derivatives, Agile Methodologies, Equities, SQL, Fixed Income, SDLC, Hedge Funds, Quantitative Finance
Education
Massachusetts Institute of Technology 2008 — 2010
SM, Master of Science in Engineering and Management
University of Melbourne 2002 — 2003
Master of Engineering (M.Eng.), Telecommunications Engineering
Shivaji University 1989 — 1993
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Vidya Mandir High School
Google April 2011 - Present
ITA Software March 2011 - April 2011
DPL Health Games December 2009 - February 2011
Werdna Consulting February 2008 - December 2009
BEA Systems January 2005 - February 2008
Camiant Inc December 2003 - January 2005
Permabit, Inc 2001 - 2002
Broadfire Technologies July 2000 - March 2001
Fidelity Investments April 1996 - June 2000
Vicorp Interactive Systems June 1993 - April 1996
Education
Massachusetts Institute of Technology 1989 — 1993
IMSA
Fidelity Investments 2006 - Present
The NorthBridge Group August 1998 - July 2006
Skills
Hedge Funds, Equities, Quantitative Analytics, Quantitative Investing, Bonds, Research, Fixed Income, Derivatives, Options, Market Risk, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Risk Management, Investments, Analysis, Investment Banking, Quantitative Finance, VBA, Asset Management
Education
Massachusetts Institute of Technology 1993 — 1998
PhD, Physical Oceanography
Chinese Academy of Sciences 1990 — 1993
M.S., Geophysical Fluid Dynamics
University of Science and Technology of China 1985 — 1990
B.S., Fluid Mechanics
Verisk Climate March 2015 - Present
Verisk Climate January 2014 - February 2015
Atmospheric & Environmental Research, Inc. July 2010 - December 2013
WSI - Weather Channel (NBC Universal) March 2006 - July 2010
WSI November 2004 - March 2006
WSI January 2004 - September 2004
Fidelity Investments July 1994 - June 1998
Hyperdesk July 1991 - June 1994
Skills
Weather Forecasting, Meteorology, Fortran, Matlab, Unix, Linux, Numerical Weather..., C++, Databases, Algorithms, Software Development, WRF
Education
Massachusetts Institute of Technology 1998 — 2003
M.S., Atmospheric Science
Massachusetts Institute of Technology 1986 — 1990
B.S., Computer Science
Citigroup Global Markets 2010 - Present
Fidelity Investments 2008 - 2009
RBS Greenwich Capital 2005 - 2007
BNP Paribas 2002 - 2005
J.P. Morgan Securities Inc. 1998 - 2002
Education
Massachusetts Institute of Technology
Fidelity Investments January 2013 - Present
Fidelity Investments 2000 - Present
Fidelity Investments / FMRCo. 2000 - Present
Education
Massachusetts Institute of Technology
Working Globally October 2010 - Present
Webster University October 2010 - Present
RAMMEX Communications January 2008 - October 2010
Nikko Asset Management in Japan January 2005 - January 2008
Jardine Fleming - now JP Morgan Asset Mgt Hong Kong January 2003 - January 2004
Fidelity Investments January 2001 - January 2003
Fidelity Investments - client server and web application development January 2000 - January 2001
Putnam Investments January 1997 - January 1998
the Yankee Group January 1995 - August 1996
MIT Lincoln Laboratory January 1993 - January 1995
Skills
Business Analysis, Strategy, Management, Integration, Start-ups, VoIP, IT Management, Software Development, Project Management
Education
Massachusetts Institute of Technology 1971 — 1975
BSEE, Electrical Engineering and Computer Science
Suffolk University Law School 1976 — 1980
Juris Doctorate - IT and Business, Law
Affiliated Managers Group February 2011 - Present
Fidelity Investments August 2009 - January 2011
Google 2008 - 2008
Federal Reserve Board of Governors October 2004 - June 2007
Federal Reserve Board 2004 - 2007
IBM Global Services June 2002 - October 2004
PricewaterhouseCoopers 2002 - 2004
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA, Business
Cornell University 2001 — 2002
Master of Public Administration (MPA)
Cornell University 1997 — 2001
BS, Industrial and Labor Relations
Fidelity Investments - Personal Investing January 2012 - Present
Fidelity Investments, Institutional October 2005 - December 2011
Fidelity Investments October 1997 - May 2005
Cambridge Computer Associates August 1990 - October 1997
Independent Consultant February 1990 - October 1997
Adelie November 1984 - February 1990
Matrix Organization February 1984 - November 1984
MIT February 1979 - February 1984
Skills
SDLC, Enterprise Architecture, Agile Methodologies, Software Project..., Vendor Management, Requirements Analysis, Architecture, IT Strategy, Product Management, Web Services, Agile Project Management, Enterprise Software, SaaS, Solution Architecture, Software Development, Architectures, Cloud Computing, Data Warehousing, SOA
Education
Massachusetts Institute of Technology 1977 — 1980
EECS
Bacon Academy 1975 — 1977
Biogen Idec 2012 - Present
Biogen Idec 2007 - 2012
The Thomson Corporation September 2004 - December 2006
Fidelity Investments May 2000 - July 2002
Bank of America July 1997 - April 2000
Skills
Commercialization, Management, Business Planning, Lifesciences, Finance, Competitive Intelligence, Pharmaceutical Industry, Biotechnology, Product Launch, Start-ups, Oncology, Clinical Development
Education
Massachusetts Institute of Technology - Sloan School of Management 2002 — 2004
MBA, Finance, Strategy
Northwestern University 1993 — 1997
BA, Economics, International Studies
Fidelity Investments February 2015 - Present
Fidelity Investments January 2014 - February 2015
Fidelity Investments December 2010 - December 2013
Fidelity Investments November 2007 - December 2010
FTG (FISC) Ireland October 2006 - November 2007
University College Cork October 2005 - March 2006
Veritude April 2005 - September 2005
Permanent TSB June 2002 - September 2002
Irish Department of Education and Science May 2001 - July 2001
Skills
Systems Analysis, PL/SQL, Agile, JavaScript, Java, CSS, PHP, Waterfall, SQL, XHTML, Unix, HTML, Visio, Visual Basic, Databases, Software Development, SharePoint, Business Analysis, MySQL, Access, Windows, Requirements Analysis, Data Analysis, J2EE, Web Services, Testing, UML, Web Development, Analysis, Requirements Gathering, Agile Methodologies, User Acceptance Testing, XML, SDLC, Project Management, Scrum
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2014
Executive Program, Developing and Managing a Successful Technology and Product Strategy
University College Cork 2002 — 2006
BSc, Business Information Systems (Honours)
Hewitt College 2000 — 2002
Leaving Certificate, English, Irish, Mathematics, French, Chemistry, Business, Accounting (all at Higher Level)
State Street Global Advisors June 1996 - Present
Vineyard Power 2010 - Present
ACEMV.org 2008 - 2011
Fidelity Investments January 1991 - June 1996
Skills
Program Management, Project Management, Cloud Computing, Public Speaking, Integration, Shell Scripting, Disaster Recovery, Java, Python
Education
Northeastern University 1993 — 1995
M.B.A., High Tech Program
Massachusetts Institute of Technology 1985 — 1989
B.S., Physics
Fidelity Investments June 1995 - February 2008
Interleaf March 1991 - June 1995
Lotus Development 1988 - August 1990
Schlumberger Technologies 1980 - 1988
US Navy December 1967 - August 1971
Education
University of Maryland College Park 1971 — 1972
MS, Computer Science
Massachusetts Institute of Technology 1963 — 1967
BS, Electrical Engineering (Computer Science)
Fidelity Investments
Skills
Java, Web Services, Agile Methodologies, Spring, Business Analysis, SOA, XML, SQL, HTML, JavaScript, SDLC, Java Enterprise Edition
Education
Massachusetts Institute of Technology 1969 — 1973
UBS Investment Bank 2010 - Present
Goldman Sachs 2010 - 2010
Fidelity Investments 2009 - 2009
Allston Trading 2009 - 2009
Education
Massachusetts Institute of Technology
Fidelity Investments November 1995 - June 2008
Skills
Product Management
Education
Massachusetts Institute of Technology
Fidelity Investments January 2014 - Present
Fidelity Capital Markets May 2008 - December 2013
Fidelity Capital Markets December 2006 - April 2008
Fidelity Capital Markets April 2005 - November 2006
Fidelity Capital Markets August 2003 - March 2005
Education
Massachusetts Institute of Technology 2012 — 2014
Master of Business Administration (MBA)
Massachusetts Institute of Technology
Bachelor of Science (B.Sc.), Management Science
Massachusetts Institute of Technology
Bachelor of Science (B.Sc.), Electrical Engineering & Computer Science
Anova Consulting Group May 2011 - Present
Fidelity Investments March 2010 - May 2011
Bain & Company September 2007 - March 2010
Chatham Partners August 2000 - May 2004
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
MBA, Management
Williams College 1996 — 2000
BA, Economics
Brandeis University 2015 - Present
Fidelity Investments 2013 - Present
Penn State University 2011 - 2013
Vanguard 2005 - 2013
Collegium Charter School 2010 - 2012
John Hancock Financial Services 2003 - 2005
GE Global Research 2001 - 2003
Skills
Global Asset Allocation, Quantitative Modeling, Investment Strategies, Corporate bonds, asset-liability..., emerging market bond, municipal bond, Alpha Generation, Relative Value Trading, Long/Short Strategies, Asset Allocation, Bonds, Commodity, Emerging Markets, Credit, Corporates, Portfolio Management, Investment Management, Hedge Funds, Finance, Financial Modeling, Mutual Funds, Investments, Fixed Income, Strategy, Risk Management, Derivatives
Education
Massachusetts Institute of Technology
Ph.D.
Massachusetts Institute of Technology - Sloan School of Management
Certificate
Ladd's Landing Marina Vice President, Personal InvestingFidelity Investments2002 - 2007
Fidelity Investments 2002 - 2007
Bain & Company 1996 - 2002
Phillips Exeter Academy September 1989 - June 1994
Education
Massachusetts Institute of Technology - Sloan School of Management 1994 — 1996
MBA, Business
The Johns Hopkins University 1981 — 1985
BSEE, Electrical Engineering & Computer Science
Fidelity Investments February 2005 - Present
Hewitt Associates September 1997 - January 2005
KPMG Peat Marwick - Transportation Strategy Practice February 1996 - September 1997
Skills
Defined Benefit, Business Analysis, Pensions, Retirement, Risk Management, Program Management, Financial Services, Management Consulting
Education
Massachusetts Institute of Technology 1994 — 1996
B.S., Mathematics
US Coast Guard Academy 1991 — 1993
Math/Computer Science
Manulife Asset Management January 2015 - Present
Fidelity Investments February 2007 - January 2015
Manulife Asset Management April 2005 - February 2007
Skills
Strategy, SDLC, Business Requirements, Program Management, Business Analysis, Oracle, Agile Project Management, Agile Methodologies, IT Strategy, Requirements Analysis, Six Sigma, SQL, Enterprise Architecture, Project Management, Data Analysis, Integration, Software Project..., Requirements Gathering
Education
Massachusetts Institute of Technology
Master of Science (M.S.), Design and Management
Suffolk University - Sawyer Business School
Master of Science (M.S.), Finance, General
Compass Datacenters April 2013 - Present
Digital Realty Trust May 2007 - March 2013
Fidelity Investments April 1998 - March 2006
Skills
Facilities Management, Contract Negotiation, Real Estate, Vendor Management, Real Estate Development, Data Center, Leases, Property Management, Energy Management, Contract Management, Due Diligence, Real Estate Economics, Project Management, Business Development, Construction Management, Energy Efficiency
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2012
Business/Commerce, General
Southern New Hampshire University 2003 — 2007
Associate's degree, Business
UC San Diego April 2013 - Present
Fidelity Investments August 2010 - April 2013
MIT Dark Matter Research June 2007 - June 2010
Fidelity Investments June 2008 - September 2008
Skills
Data Analysis, Financial Modeling, Particle Physics, Quantitative Analytics, Statistics, Data Mining, Machine Learning, Physics, Risk Governance, Securities
Education
Massachusetts Institute of Technology 2006 — 2010
Bachelor of Science (B.S.), Physics
Cambridge University 2008 — 2009
Bachelor of Science (BS), Physics
University of California, San Diego
Doctor of Philosophy (PhD), Elementary Particle Physics
Goldman Sachs 2012 - Present
Goldman Sachs June 2011 - August 2011
J.P. Morgan January 2011 - January 2011
Fidelity Investments June 2010 - August 2010
Education
Massachusetts Institute of Technology 2008 — 2012
Bachelor of Science (BSc), Materials Science and Engineering, Minor in Management Science, Minor in Economics
Harvard-Westlake 2005 — 2008
OneMarketData February 2012 - Present
Fidelity Investments 2004 - 2011
Fidelity Investments 1996 - 2004
Skills
Market Data, Reference Data, Requirements Analysis, Quality Assurance, Electronic Trading, Vendor Management, Trading, Equities, Analysis, Trading Systems
Education
UC Berkeley 1986 — 1988
MA, Mathematics
MIT 1982 — 1986
BS, Mathematics
T. Rowe Price 1996 - Present
Baltimore Medical System 2008 - 2014
Fidelity Investments 1994 - 1996
Education
Massachusetts Institute of Technology 1992 — 1994
Master of Science (S.M.), Electrical Engineering & Computer Science
Vanderbilt University 1988 — 1992
Bachelor of Engineering (B.E.), Mathematics, Computer Science, and Electrical Engineering
Fidelity Investments Manager - Capacity PlanningAT&T Communications1980 - 1999
Skills
z/OS, TSO, MVS, Mainframe, IBM Mainframe, Vendor Management, Capacity Planning, JCL, IT Strategy, ITIL, Team Building, Integration
Education
M.I.T.
GMO November 2011 - Present
State Street August 2004 - October 2011
Ab Initio July 2003 - August 2004
Context Integration October 1997 - June 2003
Fidelity Investments July 1996 - September 1997
Context Integration July 1994 - June 1996
Morgan Stanley September 1989 - June 1994
Education
Massachusetts Institute of Technology 1985 — 1989
BS, Physics
MIT Sloan School of Management June 2012 - Present
Bracebridge Capital, LLC December 2012 - February 2013
Fidelity Investments September 2012 - October 2012
China Development Bank June 2011 - August 2011
Skills
Bloomberg, Fixed Income, Trading Strategies, Financial Modeling, Quantitative Investing
Education
MIT Sloan School of Management 2012 — 2013
Master's degree, Finance
Middlebury College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Mathematics Double Major
Progress Software March 2011 - Present
Fresenius Medical Care NA August 2010 - March 2011
Fidelity Investments June 2004 - July 2010
MatrixOne Software 2001 - 2004
Skills
CPM, Notary Public, Cross-functional Team..., Strategy, Contract Negotiation, Procurement, Management, Strategic Sourcing, Vendor Management, Outsourcing, Business Performance..., Business Process..., Sourcing, Process Improvement
Education
Massachusetts Institute of Technology - Sloan School of Management
Certificate, Supply Chain Strategy & Management
Suffolk University - Sawyer Business School
MBA, Business
EY December 2014 - Present
Moody's Analytics July 2013 - November 2014
Rose Park Advisors January 2013 - February 2013
Fidelity Investments November 2012 - December 2012
GE Healthcare July 2011 - September 2011
MassMutual Financial Group February 2011 - April 2011
La Favorite Luxury Corporation November 2010 - December 2010
Skills
Mandarin, Bloomberg, Financial Modeling, VBA, Valuation, Corporate Finance, Fixed Income, Economics, SPSS, Statistics, Financial Analysis, Research, Data Analysis, Communication, Interpersonal Leadership, Capital IQ, Equity Research, Quantitative Finance, Risk Management, Analysis, Analytics
Education
MIT 2012 — 2013
Master's degree, Finance, General
Zhejiang University 2008 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.89/4.00
Rouen Business School 2010 — 2011
International Student Exchange Program, International Business
MIT
Wellington Management August 2013 - Present
Wellington Management July 2011 - Present
Fidelity Investments July 2009 - June 2011
ABB Mexico S.A. de C.V. June 2008 - December 2008
Raytheon Integrated Defense Systems January 2004 - May 2007
Skills
Management, Strategy, Engineering, Lean Manufacturing, Six Sigma, Operations Management, Program Management, Project Planning, Process Engineering, Systems Engineering, Process Improvement
Education
Massachusetts Institute of Technology 2007 — 2009
SM, Mechanical Engineering (Leaders for Global Operations Program)
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA, Operations Management, Sustainable Business Practices
University of San Diego 1998 — 2003
B.S., Industrial & Systems Engineering
Ross, Jeffrey & Antle, LLC July 2013 - Present
Ross, Jeffrey & Antle, LLC May 2012 - June 2013
DRW Trading Group July 2008 - July 2011
Fidelity Investments June 2007 - August 2007
Skills
Options, Equity Derivatives, Proprietary Trading, Market Making, Options Strategies, Bloomberg, Fixed Income Derivatives, Excel, VBA, Portfolio Management, Volatility Arbitrage
Education
Massachusetts Institute of Technology 2004 — 2008
B.S., Management Science
Fidelity Investments September 2013 - Present
Fidelity Investments June 2007 - September 2013
Skills
Optimal Control, Stochastic Processes, Algorithmic Trading, Financial Engineering, Statistics, Optimization, Trading Strategies, Dynamic Programming, Stochastic Control, Operations Research, Signal Processing, Algorithm Design, Machine Learning, Finance Theory, Investment Management, Portfolio Trading, Equity Trading, Smart Order Routing, Kdb, Market Data
Education
MIT 2002 — 2007
Ph.D., Electrical Engineering
Stanford University 2000 — 2002
M.S., Electrical Engineering
University of Toronto 1996 — 2000
B.A.Sc., Electrical Engineering
UC Irvine Health December 2013 - Present
St. Joseph Hospital/UCI Medical Center September 2012 - August 2013
Fidelity Investments April 2007 - June 2009
Aquent June 2000 - April 2007
Skills
Troubleshooting, SQL, Data Analysis, Unix, Agile Methodologies, Software Development, Laboratory Skills, Clinical Chemistry
Education
UCI Medical Center 2012 — 2013
Clinical Laboratory Science/Medical Technology/Technologist
Harvard Extension School 2009 — 2010
Biology, Chemistry
Massachusetts Institute of Technology 1990 — 1997
SB, 18C Math w/ Computer Science
Wellesley College 1989 — 1995
BA, Cognitive Science, Computer Science
AlixPartners LLP 2011 - Present
Mercatus LLC 2006 - 2011
Fidelity Investments 2002 - 2005
Fleet Bank 1995 - 2002
Shawmut Bank 1993 - 1994
First Manhattan Consulting Group 1992 - 1994
The MAC Group 1983 - 1992
Skills
Management Consulting, Retail Banking, Venture Capital, Financial Services, Financial Modeling, Business Development, Due Diligence, Business Transformation, Strategy, Entrepreneurship, Management, Business Strategy, Strategic Planning, Private Equity, Portfolio Management, Banking, Mergers & Acquisitions, Strategic Partnerships, Investments, Investment Banking, Executive Management, Financial Analysis, Payments, Finance, Valuation, Change Management, Start-ups, Corporate Development, Analytics, Competitive Analysis, Acquisition Integration, Segmentation, Credit Cards, Risk Management, Business Planning, Corporate Finance, Capital Markets, Marketing Strategy, Cross-functional Team..., Product Management
Education
MIT Sloan School of Management 1982 — 1984
MBA, Finance and Corporate Strategy
Dartmouth College 1976 — 1980
BA, Economics
Glastonbury High School
Glastonbury High School
Glastonbury High School
Endeavor Funds LLC 2014 - Present
Fidelity Investments 1995 - 2013
Economic and Social Research Institute (ESRI) 1991 - 1993
Skills
Value Investing, Investment Management, Stock Picking, Equities, Equity Research, Screening, Portfolio Management, US Equities, Valuation, Financial Modeling, Dividends, Investment Strategies, Mutual Funds, Commingled Pools, Separate Accounts, Asset Managment, Asset Allocation, Hedge Funds, Fixed Income, Bloomberg, Long/Short Equity, Alternative Investments, Global
Education
Massachusetts Institute of Technology - Sloan School of Management 1993 — 1995
MBA, Finance
TRINITY COLLEGE DUBLIN 1991 — 1993
Master of Letters, Economics
TRINITY COLLEGE DUBLIN 1987 — 1991
Bachelor's degree, Economics
Putnam Investments June 2013 - June 2015
Fidelity Investments June 2011 - March 2013
Skills
Bloomberg, Financial Modeling, Data Analysis, Equities, Valuation, Financial Analysis, Investments, Microsoft Excel, Corporate Finance, Java, Matlab, Market Research, Finance, Analysis, Research, Portfolio Management, Mutual Funds, Fixed Income
Education
Massachusetts Institute of Technology 2015 — 2016
Master's degree, Finance, General
McKesson Health Solutions October 2006 - Present
Fidelity Investments April 1999 - February 2006
Skills
Kanban, Java, JavaScript, .NET, Visual Basic, Microsoft SQL Server, C#, Software Development, Agile Methodologies, Subversion, SQL, JIRA, Windows, XML, Software Engineering, Eclipse, Agile Project Management, Visual Studio, SDLC, Scrum
Education
MIT
Bachelor of Science (BS), Computer Engineering
Morgan Stanley July 2001 - July 2011
Bank of America November 1999 - June 2001
Long Term Capital Management September 1996 - November 1999
Fidelity Investments June 1993 - September 1996
Skills
Proprietary Trading, Equities, Fixed Income, Management, Hedge Funds
Education
Massachusetts Institute of Technology 1988 — 1993
B.S. Management Science - IT & Finance concentration, Minor Economics