Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Deb Gavron Deb Gavron's Fidelity Investments Experience November 2005 - June 2008
Job Chief Compliance Officer at Reliant Medical Group, Inc.
Industry Hospital & Health Care
Experience
Reliant Medical Group January 2014 - Present
Reliant Medical Group March 2011 - December 2013
Fallon Clinic July 2008 - March 2011
Fidelity Investments November 2005 - June 2008
Fidelity Investments July 2005 - November 2005
Fidelity Investments April 2004 - June 2005
Fidelity Investments June 1999 - April 2004
John Hancock Life Insurance Company (U.S.A.) February 1999 - May 1999
Hale and Dorr LLP October 1997 - January 1999
Skills
HIPAA, Process Improvement, Compliance, Public Speaking, Mentoring, Privacy Compliance, Privacy Policies, Privacy Regulations, HITECH, Medical Compliance, Fraud, Project Management, Healthcare, Employee Relations, Management
Education
Massachusetts School of Law 1992 — 1996
JD
Saint Michael's College 1984 — 1988
BA, Journalism & Political Science
Masconomet Regional High School 1979 — 1983
Reliant Medical Group January 2014 - Present
Reliant Medical Group March 2011 - December 2013
Fallon Clinic July 2008 - March 2011
Fidelity Investments November 2005 - June 2008
Fidelity Investments July 2005 - November 2005
Fidelity Investments April 2004 - June 2005
Fidelity Investments June 1999 - April 2004
John Hancock Life Insurance Company (U.S.A.) February 1999 - May 1999
Hale and Dorr LLP October 1997 - January 1999
Skills
HIPAA, Process Improvement, Compliance, Public Speaking, Mentoring, Privacy Compliance, Privacy Policies, Privacy Regulations, HITECH, Medical Compliance, Fraud, Project Management, Healthcare, Employee Relations, Management
Education
Massachusetts School of Law 1992 — 1996
JD
Saint Michael's College 1984 — 1988
BA, Journalism & Political Science
Masconomet Regional High School 1979 — 1983
Lina Foster Lina Foster's Fidelity Investments Experience 2003 - 2008
Job Executive Coaching and Leadership Team Consulting
Industry Professional Training & Coaching
Experience
Lina Foster + Associates 2009 - Present
Clear Rock 2009 - 2010
Fidelity Investments 2003 - 2008
Fidelity Investments 2000 - 2003
Fidelity Investments 1992 - 2000
Manpower Inc. 1982 - 1992
Skills
Executive Coaching, Organizational..., Career Development, Outplacement, MBTI, Change Management, Leadership Development, Succession Planning, 360 Feedback, Coaching, Talent Management, Performance Management, Career Management, Career Counseling, Career Transitions, Career Assessment, Job Search Strategies, Management Development, Organizational..., Human Resources, Personal Development, Leadership, Organizational Design, Executive Development, Emotional Intelligence, Management Consulting, Facilitators, Workshop Facilitation, Cross-functional Team..., Culture Change, Team Building, Consulting, Strategy, Strategic Planning, Executive Management, Instructional Design, Training, Performance Improvement, Conflict Resolution, Employee Engagement, Personnel Management, Workforce Planning, Organizational Learning, Training Delivery, Onboarding, Performance Consulting, Facilitation, Team Facilitation, Employee Training, Business Coaching
Education
The Center for Right Relationship 2008 — 2010
ORSCC
Massachusetts School of Professional Psychology 2005 — 2006
GCEC
University of Colorado Boulder 1978 — 1981
BA
Pine Manor College 1976 — 1978
AA
Lina Foster + Associates 2009 - Present
Clear Rock 2009 - 2010
Fidelity Investments 2003 - 2008
Fidelity Investments 2000 - 2003
Fidelity Investments 1992 - 2000
Manpower Inc. 1982 - 1992
Skills
Executive Coaching, Organizational..., Career Development, Outplacement, MBTI, Change Management, Leadership Development, Succession Planning, 360 Feedback, Coaching, Talent Management, Performance Management, Career Management, Career Counseling, Career Transitions, Career Assessment, Job Search Strategies, Management Development, Organizational..., Human Resources, Personal Development, Leadership, Organizational Design, Executive Development, Emotional Intelligence, Management Consulting, Facilitators, Workshop Facilitation, Cross-functional Team..., Culture Change, Team Building, Consulting, Strategy, Strategic Planning, Executive Management, Instructional Design, Training, Performance Improvement, Conflict Resolution, Employee Engagement, Personnel Management, Workforce Planning, Organizational Learning, Training Delivery, Onboarding, Performance Consulting, Facilitation, Team Facilitation, Employee Training, Business Coaching
Education
The Center for Right Relationship 2008 — 2010
ORSCC
Massachusetts School of Professional Psychology 2005 — 2006
GCEC
University of Colorado Boulder 1978 — 1981
BA
Pine Manor College 1976 — 1978
AA
Maryam Alavi Maryam Alavi's Fidelity Investments Experience June 1996 - February 2007
Job Release Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services February 2007 - Present
Fidelity Investments June 1996 - February 2007
Skills
Team Leadership, Cross-functional Team..., Process Improvement, Change Management, IT Strategy, Project Management, Unix, Risk Management, Vendor Management
Education
McGill University 1991 — 1995
Bachelor of Science (BSc), Computer Science
John Hancock Financial Services February 2007 - Present
Fidelity Investments June 1996 - February 2007
Skills
Team Leadership, Cross-functional Team..., Process Improvement, Change Management, IT Strategy, Project Management, Unix, Risk Management, Vendor Management
Education
McGill University 1991 — 1995
Bachelor of Science (BSc), Computer Science
Jarmarick Bowser Jarmarick Bowser's Fidelity Investments Experience February 2014 - Present
Job Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments February 2014 - Present
Well Fargo Bank N.A June 2012 - November 2013
First Cash Financial Services, Inc. October 2008 - June 2012
Skills
Banking, Loans, Financial Analysis, Credit Analysis, Finance, Cash Management, Cross Selling, Risk Management, Loan Origination, Customer Service, Deposits, Financial Risk, Microsoft Office, Microsoft Excel, Microsoft Word, Portfolio Management, Securities, Investments, Retirement Planning, Equities, Mutual Funds, Strategic Financial..., Financial Modeling, Wealth Management, Series 7, FINRA, Qualified Retirement..., Financial Advisory, Hedge Funds, Derivatives, ETFs, Bonds, Asset Allocation, Fixed Income, Investment Advisory, 401k Rollovers, 401k, Retirement, Variable Annuities, Financial Services, Uniform Combined State...
Education
The University of Dallas 2015 — 2016
Master’s Degree, Finance
University of North Texas 2007 — 2012
Bachelor of Business Administration (BBA), Entrepreneurship
McMurry University 2006 — 2007
Fidelity Investments February 2014 - Present
Well Fargo Bank N.A June 2012 - November 2013
First Cash Financial Services, Inc. October 2008 - June 2012
Skills
Banking, Loans, Financial Analysis, Credit Analysis, Finance, Cash Management, Cross Selling, Risk Management, Loan Origination, Customer Service, Deposits, Financial Risk, Microsoft Office, Microsoft Excel, Microsoft Word, Portfolio Management, Securities, Investments, Retirement Planning, Equities, Mutual Funds, Strategic Financial..., Financial Modeling, Wealth Management, Series 7, FINRA, Qualified Retirement..., Financial Advisory, Hedge Funds, Derivatives, ETFs, Bonds, Asset Allocation, Fixed Income, Investment Advisory, 401k Rollovers, 401k, Retirement, Variable Annuities, Financial Services, Uniform Combined State...
Education
The University of Dallas 2015 — 2016
Master’s Degree, Finance
University of North Texas 2007 — 2012
Bachelor of Business Administration (BBA), Entrepreneurship
McMurry University 2006 — 2007
Joshua Banks's Fidelity Investments Experience June 2007 - December 2007
Job Operations Support, Sr. Manager at Baker Hughes
Industry Oil & Energy
Experience
Baker Hughes February 2015 - Present
Baker Hughes January 2014 - February 2015
Baker Hughes August 2010 - August 2013
Baker Hughes August 2008 - August 2010
Fidelity Investments June 2007 - December 2007
Kellogg, Brown and Root June 2004 - February 2007
Skills
Inventory Order..., SAP Power User, MCA (spare parts..., Supply Chain Management, Analysis, Drilling, Inventory Management, Leadership, Logistics, Management, Materials Management, Negotiation, New Business Development, Oil/Gas, Oilfield, Onshore, Operations Management, Petroleum, Purchasing, SAP Implementation, Sales, Six Sigma, Supply Chain, Teamwork, Training, Contract Management, Oil, Procurement, Supervisory Skills
Education
McNeese State University 1999 — 2004
Bachelor of Arts (B.A.)
Baker Hughes February 2015 - Present
Baker Hughes January 2014 - February 2015
Baker Hughes August 2010 - August 2013
Baker Hughes August 2008 - August 2010
Fidelity Investments June 2007 - December 2007
Kellogg, Brown and Root June 2004 - February 2007
Skills
Inventory Order..., SAP Power User, MCA (spare parts..., Supply Chain Management, Analysis, Drilling, Inventory Management, Leadership, Logistics, Management, Materials Management, Negotiation, New Business Development, Oil/Gas, Oilfield, Onshore, Operations Management, Petroleum, Purchasing, SAP Implementation, Sales, Six Sigma, Supply Chain, Teamwork, Training, Contract Management, Oil, Procurement, Supervisory Skills
Education
McNeese State University 1999 — 2004
Bachelor of Arts (B.A.)
Amber Mach's Fidelity Investments Experience April 2014 - Present
Job Financial Professional
Industry Investment Management
Experience
Fidelity Investments April 2014 - Present
Wells Fargo November 2013 - April 2014
EMSI December 2004 - September 2013
One Contact February 2004 - March 2006
Dairy Queen January 2002 - February 2004
Mach-1 Systems & Solutions January 2001 - June 2003
Village Bakery December 2001 - May 2003
Skills
Photoshop, Qbasic, QuarkXPress, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Access, Microsoft Outlook, Microsoft Frontpage, Customer Service, Management Skills, Quality Assurance, Customer Satisfaction, Telephone Skills, Call Centers, Leadership, Access, Data Entry, Event Planning, FrontPage, Outlook, PowerPoint, Sales, Training, Software Documentation
Education
The University of Texas at Arlington 2009 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Mclennan Community College 2003 — 2009
Associate of Arts (AA), Business
Fidelity Investments April 2014 - Present
Wells Fargo November 2013 - April 2014
EMSI December 2004 - September 2013
One Contact February 2004 - March 2006
Dairy Queen January 2002 - February 2004
Mach-1 Systems & Solutions January 2001 - June 2003
Village Bakery December 2001 - May 2003
Skills
Photoshop, Qbasic, QuarkXPress, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Access, Microsoft Outlook, Microsoft Frontpage, Customer Service, Management Skills, Quality Assurance, Customer Satisfaction, Telephone Skills, Call Centers, Leadership, Access, Data Entry, Event Planning, FrontPage, Outlook, PowerPoint, Sales, Training, Software Documentation
Education
The University of Texas at Arlington 2009 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Mclennan Community College 2003 — 2009
Associate of Arts (AA), Business
Cheryl Mason Cheryl Mason's Fidelity Investments Experience November 1997 - August 2000
Job Retirement Plan Consultant at America's 401k, Inc
Industry Financial Services
Experience
America's 401k, Inc November 2013 - Present
Cheryl Mason, Self-employed June 2013 - November 2013
H.D. Vest Financial Services September 2000 - May 2013
Fidelity Investments November 1997 - August 2000
Skills
Qualified Retirement..., Retirement, Series 63, Retirement Planning, 401k, Series 7, Defined Benefit, Pensions, Financial Advisory, Strategic Financial..., Profit Sharing, Relationship Management, Insurance
Education
Mercer University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
America's 401k, Inc November 2013 - Present
Cheryl Mason, Self-employed June 2013 - November 2013
H.D. Vest Financial Services September 2000 - May 2013
Fidelity Investments November 1997 - August 2000
Skills
Qualified Retirement..., Retirement, Series 63, Retirement Planning, 401k, Series 7, Defined Benefit, Pensions, Financial Advisory, Strategic Financial..., Profit Sharing, Relationship Management, Insurance
Education
Mercer University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Corey Amico Corey Amico's Fidelity Investments Experience October 2000 - August 2004
Job Director of Operations at National Facility Services, Inc
Industry Facilities Services
Experience
National Facility Services, Inc August 2004 - Present
Fidelity Investments October 2000 - August 2004
Skills
Team Building, Process Improvement, Leadership, Training, Microsoft Office, Project Management, Sales, Contract Negotiation, Strategic Planning, Customer Service
Education
University of Massachusetts, Amherst 1997 — 1999
Communications
Massachusetts Maritime Academy 1996 — 1997
National Facility Services, Inc August 2004 - Present
Fidelity Investments October 2000 - August 2004
Skills
Team Building, Process Improvement, Leadership, Training, Microsoft Office, Project Management, Sales, Contract Negotiation, Strategic Planning, Customer Service
Education
University of Massachusetts, Amherst 1997 — 1999
Communications
Massachusetts Maritime Academy 1996 — 1997
Xi (Cindy) Wu's Fidelity Investments Experience January 2015 - February 2015
Job Master of Finance Candidate at MIT Sloan School of Management
Industry Financial Services
Experience
Fidelity Investments January 2015 - February 2015
GIC September 2014 - December 2014
Agricultural Development Bank of China March 2014 - June 2014
CITIC Securities June 2013 - September 2013
Nankai University September 2012 - September 2013
Agricultural Bank of China January 2013 - March 2013
State-owned Assets Supervision and Administration Commision September 2012 - January 2013
Agricultural Bank of China January 2012 - March 2012
Skills
Matlab, R, SQL, VBA, SPSS, Eviews, Bloomberg, Microsoft Excel, Financial Analysis, Mathematical Modeling, Data Analysis, Quantitative Finance, Minitab, Visual Basic for..., Fixed Income, Statistics, LaTeX, Derivatives, Financial Modeling, Finance, Trading
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master's Degree, Finance
Nankai University 2010 — 2014
Bachelor's Degree, Finance & Mathematics
University of California, Berkeley 2012 — 2012
Summer Session
Beijing No.4 High School 2007 — 2010
High School
Fidelity Investments January 2015 - February 2015
GIC September 2014 - December 2014
Agricultural Development Bank of China March 2014 - June 2014
CITIC Securities June 2013 - September 2013
Nankai University September 2012 - September 2013
Agricultural Bank of China January 2013 - March 2013
State-owned Assets Supervision and Administration Commision September 2012 - January 2013
Agricultural Bank of China January 2012 - March 2012
Skills
Matlab, R, SQL, VBA, SPSS, Eviews, Bloomberg, Microsoft Excel, Financial Analysis, Mathematical Modeling, Data Analysis, Quantitative Finance, Minitab, Visual Basic for..., Fixed Income, Statistics, LaTeX, Derivatives, Financial Modeling, Finance, Trading
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master's Degree, Finance
Nankai University 2010 — 2014
Bachelor's Degree, Finance & Mathematics
University of California, Berkeley 2012 — 2012
Summer Session
Beijing No.4 High School 2007 — 2010
High School
Brian Mulvey's Fidelity Investments Experience August 2014 - January 2015
Job Community Service Officer at Northeastern University Police Department
Industry Public Safety
Experience
Northeastern University Police Department January 2015 - Present
Fidelity Investments August 2014 - January 2015
Massachusetts Maritime Academy May 2013 - May 2014
Massachusetts Forest Fire Control June 2013 - October 2013
City of Boston, Office of Emergency Management January 2012 - March 2013
Skills
Emergency Management, Public Safety, Emergency Planning, Homeland Security, Incident Command, Leadership, Hazardous Materials, GIS, First Responder, Crisis Management, First Aid, Police, Firefighting, Criminal Justice, Crisis Communications, EMT, Public Health Emergency...
Education
Massachusetts Maritime Academy 2010 — 2014
Bachelor's Degree, Emergency Management
Northeastern University Police Department January 2015 - Present
Fidelity Investments August 2014 - January 2015
Massachusetts Maritime Academy May 2013 - May 2014
Massachusetts Forest Fire Control June 2013 - October 2013
City of Boston, Office of Emergency Management January 2012 - March 2013
Skills
Emergency Management, Public Safety, Emergency Planning, Homeland Security, Incident Command, Leadership, Hazardous Materials, GIS, First Responder, Crisis Management, First Aid, Police, Firefighting, Criminal Justice, Crisis Communications, EMT, Public Health Emergency...
Education
Massachusetts Maritime Academy 2010 — 2014
Bachelor's Degree, Emergency Management
Bob McKillop Bob McKillop's Fidelity Investments Experience February 1995 - August 2003
Job Senior Business Systems Analyst / VP at TD
Industry Information Technology and Services
Experience
TD December 2014 - Present
TD Bank April 2014 - December 2014
IIBA Greater Boston Chapter January 2013 - August 2014
Health Dialog January 2014 - April 2014
Health Dialog November 2003 - January 2014
Fidelity Investments February 1995 - August 2003
CSX Intermodal February 1987 - July 1989
Mobil Oil June 1978 - June 1980
Skills
Data Analysis, Business Analysis, Software Documentation, Analysis, SAS, Process Improvement, Business Requirements, Microsoft Excel, Testing, Integration, Healthcare Information..., Project Management, Team Leadership, Software Project..., Microsoft Word, SDLC, Troubleshooting, Production Management, Budgets, Oracle SQL, Word, Writing, Production Support
Education
University of Rhode Island - College of Business Administration 1980 — 1982
Master of Business Administration (MBA), Business Administration and Management, General
Massachusetts Maritime Academy 1974 — 1978
Bachelor of Science (BS), Marine Transportation
TD December 2014 - Present
TD Bank April 2014 - December 2014
IIBA Greater Boston Chapter January 2013 - August 2014
Health Dialog January 2014 - April 2014
Health Dialog November 2003 - January 2014
Fidelity Investments February 1995 - August 2003
CSX Intermodal February 1987 - July 1989
Mobil Oil June 1978 - June 1980
Skills
Data Analysis, Business Analysis, Software Documentation, Analysis, SAS, Process Improvement, Business Requirements, Microsoft Excel, Testing, Integration, Healthcare Information..., Project Management, Team Leadership, Software Project..., Microsoft Word, SDLC, Troubleshooting, Production Management, Budgets, Oracle SQL, Word, Writing, Production Support
Education
University of Rhode Island - College of Business Administration 1980 — 1982
Master of Business Administration (MBA), Business Administration and Management, General
Massachusetts Maritime Academy 1974 — 1978
Bachelor of Science (BS), Marine Transportation
Laura Hermann Laura Hermann's Fidelity Investments Experience November 2008 - January 2012
Job Attorney at Hermann Law PLLC
Industry Law Practice
Experience
Hermann Law PLLC April 2012 - Present
Fidelity Investments November 2008 - January 2012
Fidelity Investments August 2002 - November 2008
Skills
Attorney licensed in..., Notary Public
Education
Massachusetts School of Law 2006 — 2009
Juris Doctor, Law
Mount Washington College
Paralegal Certificate
University of Massachusetts at Lowell
Bachelors, Business Administration
Hermann Law PLLC April 2012 - Present
Fidelity Investments November 2008 - January 2012
Fidelity Investments August 2002 - November 2008
Skills
Attorney licensed in..., Notary Public
Education
Massachusetts School of Law 2006 — 2009
Juris Doctor, Law
Mount Washington College
Paralegal Certificate
University of Massachusetts at Lowell
Bachelors, Business Administration
Sue Verney Sue Verney's Fidelity Investments Experience January 2006 - September 2008
Job Senior Programmer Analyst at Princess House
Industry Computer Software
Experience
Princess House November 2013 - Present
BNY Mellon December 2010 - September 2013
Casual Male Retail Group August 2008 - December 2010
Fidelity Investments January 2006 - September 2008
Tyco International / Kendall Healthcare November 2001 - January 2006
The Colbent Corporation November 1998 - September 2001
Independant Consultant March 1995 - November 1998
Fidelity Investments February 1990 - March 1995
Veratec Incorporated(Division of International Paper) November 1988 - February 1990
Caritas Norwood Hospital/NVHS Health Care February 1986 - November 1988
Skills
IBM iSeries, SDLC, Softw, iSeries development, Requirements Analysis, Integration, Analysis, Program Management, Access, Testing, Software Documentation, Requirements Gathering
Education
On-Line: Lynda.com 2014 — 2014
SQL Server 2008, N/A
Northeastern University
Introduction to Java, A
Massasoit Community College
Associate of Science (A.S.), Computer Science, Graduated with Honors
American Real Estate Academy
Real Estate
Princess House November 2013 - Present
BNY Mellon December 2010 - September 2013
Casual Male Retail Group August 2008 - December 2010
Fidelity Investments January 2006 - September 2008
Tyco International / Kendall Healthcare November 2001 - January 2006
The Colbent Corporation November 1998 - September 2001
Independant Consultant March 1995 - November 1998
Fidelity Investments February 1990 - March 1995
Veratec Incorporated(Division of International Paper) November 1988 - February 1990
Caritas Norwood Hospital/NVHS Health Care February 1986 - November 1988
Skills
IBM iSeries, SDLC, Softw, iSeries development, Requirements Analysis, Integration, Analysis, Program Management, Access, Testing, Software Documentation, Requirements Gathering
Education
On-Line: Lynda.com 2014 — 2014
SQL Server 2008, N/A
Northeastern University
Introduction to Java, A
Massasoit Community College
Associate of Science (A.S.), Computer Science, Graduated with Honors
American Real Estate Academy
Real Estate
Nelson Santos Nelson Santos's Fidelity Investments Experience May 2005 - August 2006
Job Attorney at Law at Fletcher Tilton PC Attorneys at Law
Industry Law Practice
Experience
Fletcher Tilton PC - Attorneys at Law January 2015 - Present
Yates Law Offices, P.C. January 2011 - December 2014
Yates Law Offices, PC November 2007 - December 2010
Kenney & Sams, PC August 2010 - September 2010
District Court of Lowell - The Commonwealth of Massachusetts August 2009 - December 2009
The Law Office of Charlene D.O. Cabral, Esq. May 2009 - September 2009
The Boltwood Project December 2004 - June 2007
Fidelity Investments May 2005 - August 2006
Skills
Litigation, Civil Litigation, Wills, Estate Planning, Business Planning, Landlord/Tenant Matters, Legal Research, Trials, Legal Assistance, Legal Issues, Legal Writing, Courts, Immigration Law, Motions, Hearings, Dispute Resolution, Trusts
Education
Massachusetts School of Law 2007 — 2010
Juris Doctor, Law
University of Massachusetts, Amherst 2003 — 2007
Resource Economics, Managerial Economics
Hudson High School 1999 — 2003
High School Diploma, Regular/General High School/Secondary Diploma Program
Fletcher Tilton PC - Attorneys at Law January 2015 - Present
Yates Law Offices, P.C. January 2011 - December 2014
Yates Law Offices, PC November 2007 - December 2010
Kenney & Sams, PC August 2010 - September 2010
District Court of Lowell - The Commonwealth of Massachusetts August 2009 - December 2009
The Law Office of Charlene D.O. Cabral, Esq. May 2009 - September 2009
The Boltwood Project December 2004 - June 2007
Fidelity Investments May 2005 - August 2006
Skills
Litigation, Civil Litigation, Wills, Estate Planning, Business Planning, Landlord/Tenant Matters, Legal Research, Trials, Legal Assistance, Legal Issues, Legal Writing, Courts, Immigration Law, Motions, Hearings, Dispute Resolution, Trusts
Education
Massachusetts School of Law 2007 — 2010
Juris Doctor, Law
University of Massachusetts, Amherst 2003 — 2007
Resource Economics, Managerial Economics
Hudson High School 1999 — 2003
High School Diploma, Regular/General High School/Secondary Diploma Program
Jennifer DiGirolamo Jennifer DiGirolamo's Fidelity Investments Experience January 2014 - Present
Job Director, Talent Strategy & Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments May 2013 - December 2013
Fidelity Investments July 2011 - May 2013
Fidelity Investments January 2009 - July 2011
Fidelity Investments January 2003 - January 2009
Fidelity Investments July 2002 - January 2003
Fidelity Investments July 1998 - July 2002
Fidelity Investments August 1996 - July 1998
TAC Temps October 1995 - August 1996
Robsham & Associates May 1995 - September 1995
Skills
Operations Management, Business Analysis, Program Management, Project Management, Management, Leadership, Change Management, Cross-functional Team..., Financial Services, Leadership Development, Performance Management
Education
McGill University 1992 — 1995
Bachelor's degree, Industrial Relations
Providence College 1991 — 1992
Villanova University 2011 — 2012
Master Certification in Project Management
Fidelity Investments January 2014 - Present
Fidelity Investments May 2013 - December 2013
Fidelity Investments July 2011 - May 2013
Fidelity Investments January 2009 - July 2011
Fidelity Investments January 2003 - January 2009
Fidelity Investments July 2002 - January 2003
Fidelity Investments July 1998 - July 2002
Fidelity Investments August 1996 - July 1998
TAC Temps October 1995 - August 1996
Robsham & Associates May 1995 - September 1995
Skills
Operations Management, Business Analysis, Program Management, Project Management, Management, Leadership, Change Management, Cross-functional Team..., Financial Services, Leadership Development, Performance Management
Education
McGill University 1992 — 1995
Bachelor's degree, Industrial Relations
Providence College 1991 — 1992
Villanova University 2011 — 2012
Master Certification in Project Management
Rui (Kathy) Xu Rui (Kathy) Xu's Fidelity Investments Experience January 2015 - February 2015
Job Master of Finance Graduate at MIT Sloan School of Management
Industry Investment Management
Experience
Harvest Fund Management July 2015 - September 2015
Fidelity Investments January 2015 - February 2015
Quantitative Management Associates LLC (QMA) September 2014 - November 2014
University of International Business and Economics June 2013 - June 2014
New Times Securities Co.,Ltd October 2013 - December 2013
UNCTAD September 2013 - September 2013
China Merchants Bank June 2013 - August 2013
Skills
R, Matlab, Volleyball, Financial Modeling, Quantitative Finance, Eviews, Asset Management, Fixed Income, Portfolio Management, MATLAB, C++
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master of Finance, 4.9/5.0
University of International Business and Economics 2010 — 2014
B.Econ, Financial Engineering, Major GPA: 3.96/4.00
University of California, Berkeley 2013 — 2013
Summer School
No.1 Middle School affiliated to Central China Normal University 2007 — 2010
Harvest Fund Management July 2015 - September 2015
Fidelity Investments January 2015 - February 2015
Quantitative Management Associates LLC (QMA) September 2014 - November 2014
University of International Business and Economics June 2013 - June 2014
New Times Securities Co.,Ltd October 2013 - December 2013
UNCTAD September 2013 - September 2013
China Merchants Bank June 2013 - August 2013
Skills
R, Matlab, Volleyball, Financial Modeling, Quantitative Finance, Eviews, Asset Management, Fixed Income, Portfolio Management, MATLAB, C++
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master of Finance, 4.9/5.0
University of International Business and Economics 2010 — 2014
B.Econ, Financial Engineering, Major GPA: 3.96/4.00
University of California, Berkeley 2013 — 2013
Summer School
No.1 Middle School affiliated to Central China Normal University 2007 — 2010
Alan Read-Chua Alan Read-Chua's Fidelity Investments Experience October 2001 - March 2002
Job Broker at Sutton Group Associates Realty Inc., Brokerage
Industry Real Estate
Experience
Sutton Group - Associates Realty Inc., Brokerage December 2004 - Present
Weight Watchers 2012 - 2013
Royal LePage Real Estate Services Limited 2002 - December 2004
Fidelity Investments October 2001 - March 2002
Franklin Templeton Investments June 2000 - October 2001
Franklin Templeton Investments April 1997 - June 2000
AIC Investments Ltd. - Berkshire Division January 1995 - April 1997
Fidelity Investments December 1993 - January 1995
Fidelity Investments November 1992 - November 1993
AIM/TRIMARK June 1992 - November 1992
Skills
Negotiating Contracts, Buyer Representation, Sellers Agent, People-oriented, Sellers, First Time Home Buyers, Marketing, Investors, Real Property, Selling, Real Estate Transactions, Budgets, Training, Contract Negotiation, Customer Service, Luxury, Investment Properties, Condos, Relocation, Referrals, Negotiation, Marketing Strategy, Construction, Residential Homes, Single Family Homes, Online Marketing, Property, Leases, Real Estate, Strategic Planning, Investments, Risk Management, Brokerage, Townhomes, Sales, Buyers, Leadership, Seniors
Education
McMaster University 1985 — 1989
BCom, Business
Institute of Holistic Nutrition
Parkside High School
Sutton Group - Associates Realty Inc., Brokerage December 2004 - Present
Weight Watchers 2012 - 2013
Royal LePage Real Estate Services Limited 2002 - December 2004
Fidelity Investments October 2001 - March 2002
Franklin Templeton Investments June 2000 - October 2001
Franklin Templeton Investments April 1997 - June 2000
AIC Investments Ltd. - Berkshire Division January 1995 - April 1997
Fidelity Investments December 1993 - January 1995
Fidelity Investments November 1992 - November 1993
AIM/TRIMARK June 1992 - November 1992
Skills
Negotiating Contracts, Buyer Representation, Sellers Agent, People-oriented, Sellers, First Time Home Buyers, Marketing, Investors, Real Property, Selling, Real Estate Transactions, Budgets, Training, Contract Negotiation, Customer Service, Luxury, Investment Properties, Condos, Relocation, Referrals, Negotiation, Marketing Strategy, Construction, Residential Homes, Single Family Homes, Online Marketing, Property, Leases, Real Estate, Strategic Planning, Investments, Risk Management, Brokerage, Townhomes, Sales, Buyers, Leadership, Seniors
Education
McMaster University 1985 — 1989
BCom, Business
Institute of Holistic Nutrition
Parkside High School
Mary-Marshall Teel Mary-Marshall Teel's Fidelity Investments Experience November 2003 - August 2005
Job System Analyst and Application Designer
Industry Computer Software
Experience
Sabre Holdings May 2012 - April 2013
Treliant Risk Advisors May 2011 - September 2011
Home Savings of America August 2005 - June 2010
Fidelity Investments November 2003 - August 2005
Geonetics, Inc January 2000 - November 2003
Lernout and Hauspie Speech Products October 1997 - December 1999
Kurzweil Applied Intelligence July 1989 - October 1997
Skills
Requirements Analysis, SDLC, Functional..., Analysis, Usability Testing, Product Management, XML, Software Design, Agile Methodologies, Software Documentation, SQL, Microsoft SQL Server
Education
Harvard Extension; Boston University
Software design, usability
McGill University
BA, Literature
Sabre Holdings May 2012 - April 2013
Treliant Risk Advisors May 2011 - September 2011
Home Savings of America August 2005 - June 2010
Fidelity Investments November 2003 - August 2005
Geonetics, Inc January 2000 - November 2003
Lernout and Hauspie Speech Products October 1997 - December 1999
Kurzweil Applied Intelligence July 1989 - October 1997
Skills
Requirements Analysis, SDLC, Functional..., Analysis, Usability Testing, Product Management, XML, Software Design, Agile Methodologies, Software Documentation, SQL, Microsoft SQL Server
Education
Harvard Extension; Boston University
Software design, usability
McGill University
BA, Literature
Barbara Panzino Barbara Panzino's Fidelity Investments Experience January 2012 - Present
Job VP Portfolio Planning Office at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments January 1996 - December 2011
First Data Corporation September 1990 - January 1996
Boston Financial Data Services June 1983 - September 1990
Skills
Financial Services, Mutual Funds, Process Improvement, Business Analysis, Risk Management, Operations Management, Financial Analysis, Vendor Management, Strategic Financial..., Relationship Management, Portfolio Management, Accounting, Requirements Gathering, Banking, Cash Management, Financial Modeling
Education
Massasoit Community College 1981 — 1983
Abington High School 1978 — 1981
Fidelity Investments January 2012 - Present
Fidelity Investments January 1996 - December 2011
First Data Corporation September 1990 - January 1996
Boston Financial Data Services June 1983 - September 1990
Skills
Financial Services, Mutual Funds, Process Improvement, Business Analysis, Risk Management, Operations Management, Financial Analysis, Vendor Management, Strategic Financial..., Relationship Management, Portfolio Management, Accounting, Requirements Gathering, Banking, Cash Management, Financial Modeling
Education
Massasoit Community College 1981 — 1983
Abington High School 1978 — 1981
Mohammed Siddiquee Mohammed Siddiquee's Fidelity Investments Experience September 2004 - December 2013
Job Project Manager at iGATE
Industry Information Technology and Services
Experience
iGATE April 2014 - Present
iGATE Americas, Inc. April 2012 - April 2014
Fidelity Investments September 2004 - December 2013
Patni Computer Systems January 2011 - April 2012
Patni Computer Systems December 2010 - January 2011
Patni Computer Systems April 2010 - December 2010
Patni Computer Systems April 2008 - March 2010
Patni Computer Systems April 2006 - March 2008
Patni Computer Systems August 2004 - March 2006
Skills
PL/SQL, Manual Testing, Quality Center, Test Planning, Requirements Analysis, SDLC, Quality Assurance, Test Management, Requirements Gathering, Software Quality..., Agile Methodologies, Test Automation, DB2, Software Project..., Web Services, Microsoft SQL Server, Testing, Data Warehousing, Oracle, QTP, Business Analysis, Regression Testing, SQL, System Testing, User Acceptance Testing, Unix Shell Scripting, System Architecture, HP Quality Center, Project Management
Education
Maulana Azad National Institute of Technology 2000 — 2004
BE, Information Technology
iGATE April 2014 - Present
iGATE Americas, Inc. April 2012 - April 2014
Fidelity Investments September 2004 - December 2013
Patni Computer Systems January 2011 - April 2012
Patni Computer Systems December 2010 - January 2011
Patni Computer Systems April 2010 - December 2010
Patni Computer Systems April 2008 - March 2010
Patni Computer Systems April 2006 - March 2008
Patni Computer Systems August 2004 - March 2006
Skills
PL/SQL, Manual Testing, Quality Center, Test Planning, Requirements Analysis, SDLC, Quality Assurance, Test Management, Requirements Gathering, Software Quality..., Agile Methodologies, Test Automation, DB2, Software Project..., Web Services, Microsoft SQL Server, Testing, Data Warehousing, Oracle, QTP, Business Analysis, Regression Testing, SQL, System Testing, User Acceptance Testing, Unix Shell Scripting, System Architecture, HP Quality Center, Project Management
Education
Maulana Azad National Institute of Technology 2000 — 2004
BE, Information Technology
Diana Hammer, SPHR Diana Hammer, SPHR's Fidelity Investments Experience July 1996 - December 2008
Job Executive & Team Coach; Organizational Consultant; Adjunct Instructor at Emerson College
Industry Professional Training & Coaching
Experience
Connect to Greatness January 2009 - Present
Emerson College September 2010 - 2013
Lee Hecht Harrison 2009 - 2013
Connect to Greatness 2009 - 2012
Silicon Valley Bank (Magley & Asscs) 2010 - 2010
Fidelity Investments July 1996 - December 2008
Welch's 1993 - 1995
NADCo (Quebecor World, Inc) 1990 - 1993
Arkwright Incorporated 1977 - 1989
Skills
MBTI, Succession Planning, HR Consulting, Brand Assessment, Executive Coaching, Workshop Facilitation, Employee Relations, Performance Management, Leadership Development, Hiring, Organizational..., Training, Leadership, Talent Management, Human Resources, Personnel Management, Career Development
Education
Massachusetts School of Professional Psychology 2006 — 2007
GCEC - Certification, Executive Coaching
University of Rhode Island 1984 — 1986
MBA, Business Administration
The Ohio State University 1971 — 1973
B.A., Social Sciences
Beavercreek High School 1966 — 1969
Connect to Greatness January 2009 - Present
Emerson College September 2010 - 2013
Lee Hecht Harrison 2009 - 2013
Connect to Greatness 2009 - 2012
Silicon Valley Bank (Magley & Asscs) 2010 - 2010
Fidelity Investments July 1996 - December 2008
Welch's 1993 - 1995
NADCo (Quebecor World, Inc) 1990 - 1993
Arkwright Incorporated 1977 - 1989
Skills
MBTI, Succession Planning, HR Consulting, Brand Assessment, Executive Coaching, Workshop Facilitation, Employee Relations, Performance Management, Leadership Development, Hiring, Organizational..., Training, Leadership, Talent Management, Human Resources, Personnel Management, Career Development
Education
Massachusetts School of Professional Psychology 2006 — 2007
GCEC - Certification, Executive Coaching
University of Rhode Island 1984 — 1986
MBA, Business Administration
The Ohio State University 1971 — 1973
B.A., Social Sciences
Beavercreek High School 1966 — 1969
Karen R. McColl, CFA's Fidelity Investments Experience April 2011 - Present
Job Senior Vice President, Investment Capability Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Fidelity Institutional Investment Services (FIIS) November 2009 - May 2011
Evergreen Investments June 2005 - October 2009
Columbia Management June 2000 - June 2005
Wellington Management Group 1994 - 1999
Skills
Product Management, Mutual Funds, Investment Management, Product Development, Business Strategy, Portfolio Performance..., Closed-end Funds, CFA, Process Improvement, Innovation Management
Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (MBA), Candidate
Fidelity Investments April 2011 - Present
Fidelity Institutional Investment Services (FIIS) November 2009 - May 2011
Evergreen Investments June 2005 - October 2009
Columbia Management June 2000 - June 2005
Wellington Management Group 1994 - 1999
Skills
Product Management, Mutual Funds, Investment Management, Product Development, Business Strategy, Portfolio Performance..., Closed-end Funds, CFA, Process Improvement, Innovation Management
Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (MBA), Candidate
Debora Hume Debora Hume's Fidelity Investments Experience September 1998 - February 2004
Job Vice President Operations OLG
Industry Entertainment
Experience
OLG January 2011 - Present
Woodview Centre for Children's Mental Health and Autism September 2010 - Present
Woodview Centre for Children's Mental Health and Autism June 2011 - Present
GE (Mabe) Canada Inc. August 2010 - February 2011
Computershare Trust Company of Canada 2007 - February 2010
Whirlpool Corporation February 2004 - March 2007
Fidelity Investments September 1998 - February 2004
Bell Sygma 1994 - 1998
Skills
CRM, Leadership, Team Leadership, Process Improvement, Strategic Planning, Operations Management, Change Management, Team Building, Program Management, Vendor Management, Business Development, Executive Management, Strategy, Customer Experience, Contract Negotiation, Cross-functional Team..., Call Centers, Management, Outsourcing, Business Strategy, Sales Management, Analysis, Risk Management, Performance Management, Business Process..., Human Resources
Education
Silverthorn Collegiate
Silverthorn Collegiate
Silverthorn Collegiate
McMaster University
BA, English
Directors Program, Rotman School of Management
Institute of Corporate Directors, ICD.D, Corporate Governance
University of Chicago
Booth School of Business
University of Western Ontario
Richard Ivey School of Business
Niagara Institute
Executive Leadership Program
Sheridan College
Bachelor of Business Administration (BBA), Sales and Marketing
OLG January 2011 - Present
Woodview Centre for Children's Mental Health and Autism September 2010 - Present
Woodview Centre for Children's Mental Health and Autism June 2011 - Present
GE (Mabe) Canada Inc. August 2010 - February 2011
Computershare Trust Company of Canada 2007 - February 2010
Whirlpool Corporation February 2004 - March 2007
Fidelity Investments September 1998 - February 2004
Bell Sygma 1994 - 1998
Skills
CRM, Leadership, Team Leadership, Process Improvement, Strategic Planning, Operations Management, Change Management, Team Building, Program Management, Vendor Management, Business Development, Executive Management, Strategy, Customer Experience, Contract Negotiation, Cross-functional Team..., Call Centers, Management, Outsourcing, Business Strategy, Sales Management, Analysis, Risk Management, Performance Management, Business Process..., Human Resources
Education
Silverthorn Collegiate
Silverthorn Collegiate
Silverthorn Collegiate
McMaster University
BA, English
Directors Program, Rotman School of Management
Institute of Corporate Directors, ICD.D, Corporate Governance
University of Chicago
Booth School of Business
University of Western Ontario
Richard Ivey School of Business
Niagara Institute
Executive Leadership Program
Sheridan College
Bachelor of Business Administration (BBA), Sales and Marketing
Mabel Abraham Mabel Abraham's Fidelity Investments Experience July 2006 - June 2008
Job Assistant Professor of Management, Columbia Business School
Industry
Experience
Columbia Business School PHD CandidateMIT Sloan School of Management2008 - 2015
Fidelity Investments July 2006 - June 2008
Fidelity Investments January 2005 - July 2006
Fidelity Investments August 2003 - December 2004
Skills
Stata, Econometrics, R, Quantitative Analytics, Statistics, Data Analysis, Qualitative Research, Economics, Statistical Modeling, SAS, Research, SPSS, Higher Education
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2015
Doctor of Philosophy (PhD), Organization Studies and Economic Sociology
Providence College 1999 — 2003
Bachelor of Arts (BA), Mathematics
Columbia Business School PHD CandidateMIT Sloan School of Management2008 - 2015
Fidelity Investments July 2006 - June 2008
Fidelity Investments January 2005 - July 2006
Fidelity Investments August 2003 - December 2004
Skills
Stata, Econometrics, R, Quantitative Analytics, Statistics, Data Analysis, Qualitative Research, Economics, Statistical Modeling, SAS, Research, SPSS, Higher Education
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2015
Doctor of Philosophy (PhD), Organization Studies and Economic Sociology
Providence College 1999 — 2003
Bachelor of Arts (BA), Mathematics
Amy Megna Amy Megna's Fidelity Investments Experience October 2007 - Present
Job Operations Management
Industry Financial Services
Experience
Fidelity Investments October 2007 - Present
Skills
Process Improvement, Public Speaking, Strategic Planning, Wealth Management, Leadership Development, Strategic Financial...
Education
Medaille College 2000 — 2002
Master of Business Administration (MBA)
Fidelity Investments October 2007 - Present
Skills
Process Improvement, Public Speaking, Strategic Planning, Wealth Management, Leadership Development, Strategic Financial...
Education
Medaille College 2000 — 2002
Master of Business Administration (MBA)
Glen Davidson, CIM's Fidelity Investments Experience June 2007 - Present
Job Vice President, Regional Sales Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2007 - Present
Skills
Sales Management, Strategic Planning, Recruiting, Investment Management, Strategic Partnerships, Financial Markets, Distribution Strategies, Mutual Funds
Education
Schulich School of Business EEC
Executive Program In Sales Management
Canadian Securities Institute
Certified Investment Manager
McMaster University
BA
West Hill CI
Fidelity Investments June 2007 - Present
Skills
Sales Management, Strategic Planning, Recruiting, Investment Management, Strategic Partnerships, Financial Markets, Distribution Strategies, Mutual Funds
Education
Schulich School of Business EEC
Executive Program In Sales Management
Canadian Securities Institute
Certified Investment Manager
McMaster University
BA
West Hill CI
Frank Bader Frank Bader's Fidelity Investments Experience September 1998 - May 1999
Job Senior Architect at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2002 - Present
Thinking Investments June 2001 - March 2002
Telegea Inc. October 2000 - May 2001
Avicenna/CareInsite, Inc. 1999 - 2000
Fidelity Investments September 1998 - May 1999
Novus Inc. April 1997 - August 1998
Education
McGill University 1992 — 1996
Bachelor, Computer Engineering
Putnam Investments March 2002 - Present
Thinking Investments June 2001 - March 2002
Telegea Inc. October 2000 - May 2001
Avicenna/CareInsite, Inc. 1999 - 2000
Fidelity Investments September 1998 - May 1999
Novus Inc. April 1997 - August 1998
Education
McGill University 1992 — 1996
Bachelor, Computer Engineering
Jorge Wallis Jorge Wallis's Fidelity Investments Experience June 2008 - September 2008
Job Director, Supply Chain at Precision Drilling
Industry Oil & Energy
Experience
Precision Drilling February 2012 - Present
McKinsey & Company January 2010 - February 2012
Fidelity Investments June 2008 - September 2008
McKinsey & Company November 2004 - June 2007
Skills
Oil, Management Consulting, Analytics, Procurement and Supply..., Strategy, Change Management, Performance...
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA, Management
Universidad Católica Andrés Bello 1999 — 2004
Industrial Engineering, Industrial Engineering
Precision Drilling February 2012 - Present
McKinsey & Company January 2010 - February 2012
Fidelity Investments June 2008 - September 2008
McKinsey & Company November 2004 - June 2007
Skills
Oil, Management Consulting, Analytics, Procurement and Supply..., Strategy, Change Management, Performance...
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA, Management
Universidad Católica Andrés Bello 1999 — 2004
Industrial Engineering, Industrial Engineering
Stephen Doherty Stephen Doherty's Fidelity Investments Experience 2000 - 2002
Job Manager Workforce Planning at Neighborhood Health Plan
Industry Insurance
Experience
Neighborhood Health Plan April 2013 - Present
Blue Cross Blue Shiled of Massachusetts March 2007 - March 2011
ADP January 2002 - March 2008
ADP January 2002 - March 2007
Fidelity Investments 2000 - 2002
Fidelity Investments January 2000 - October 2001
Scudder Investments January 1995 - January 2000
Scudder Investments 1996 - 2000
Skills
Management, Workforce Management, Process Improvement, Call Centers, Salesforce.com, Call Center, Forecasting, Temporary Placement, Analysis, Vendor Management, Leadership, Business Analysis, Training, Employee Benefits, Program Management, Insurance, Telecommunications, Sales, Team Building
Education
Massasoit Community College
Criminal Justice
University of Massachusetts Boston
Political Science
Neighborhood Health Plan April 2013 - Present
Blue Cross Blue Shiled of Massachusetts March 2007 - March 2011
ADP January 2002 - March 2008
ADP January 2002 - March 2007
Fidelity Investments 2000 - 2002
Fidelity Investments January 2000 - October 2001
Scudder Investments January 1995 - January 2000
Scudder Investments 1996 - 2000
Skills
Management, Workforce Management, Process Improvement, Call Centers, Salesforce.com, Call Center, Forecasting, Temporary Placement, Analysis, Vendor Management, Leadership, Business Analysis, Training, Employee Benefits, Program Management, Insurance, Telecommunications, Sales, Team Building
Education
Massasoit Community College
Criminal Justice
University of Massachusetts Boston
Political Science
Aman Dutt Aman Dutt's Fidelity Investments Experience 2005 - 2007
Job Independent Consultant, HDCA Professional Corporation
Industry Accounting
Experience
Focus Lenders Services Group 2012 - Present
Tvasta Solutions Inc. July 2010 - Present
Fidelity Investments 2005 - 2007
Skills
Accounting, Bookkeeping, Financial Analysis, Financial Reporting, Auditing
Education
Certified General Accountants of Ontario 2004 — 2017
CGA, Accounting
McMaster University
Focus Lenders Services Group 2012 - Present
Tvasta Solutions Inc. July 2010 - Present
Fidelity Investments 2005 - 2007
Skills
Accounting, Bookkeeping, Financial Analysis, Financial Reporting, Auditing
Education
Certified General Accountants of Ontario 2004 — 2017
CGA, Accounting
McMaster University
Nick Sinilov Nick Sinilov's Fidelity Investments Experience January 2000 - July 2001
Job Executive Director, Market Risk USA, Chief Risk Officer BBVA Securities Inc.
Industry Banking
Experience
BBVA August 2013 - Present
BBVA 2010 - September 2013
MIT April 2009 - July 2010
BBVA August 2001 - May 2009
Fidelity Investments January 2000 - July 2001
Citibank July 1997 - August 1998
Skills
Market Risk, Derivatives, Counterparty Risk, Corporate Finance, Credit Risk, Financial Modeling, Capital Markets, Banking, Fixed Income, Financial Analysis, Valuation, Emerging Markets, Spanish
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2010
SM (MS), Management
Texas A&M International University 1998 — 1999
MBA, Banking
Financial Academy under the Govt. of Russian Federation 1993 — 1996
BA, Banking
Moscow Aviation Institute
BS, Aircraft Design, Mechanical Engineering
BBVA August 2013 - Present
BBVA 2010 - September 2013
MIT April 2009 - July 2010
BBVA August 2001 - May 2009
Fidelity Investments January 2000 - July 2001
Citibank July 1997 - August 1998
Skills
Market Risk, Derivatives, Counterparty Risk, Corporate Finance, Credit Risk, Financial Modeling, Capital Markets, Banking, Fixed Income, Financial Analysis, Valuation, Emerging Markets, Spanish
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2010
SM (MS), Management
Texas A&M International University 1998 — 1999
MBA, Banking
Financial Academy under the Govt. of Russian Federation 1993 — 1996
BA, Banking
Moscow Aviation Institute
BS, Aircraft Design, Mechanical Engineering
Nicola Elkins Nicola Elkins's Fidelity Investments Experience September 1992 - October 2002
Job Chief Executive Officer at Benefaction Foundation
Industry Nonprofit Organization Management
Experience
Benefaction Foundation June 2008 - Present
BMO Nesbitt Burns 2006 - 2008
Russell Investment Group January 2006 - July 2006
First Asset Advisory Services 2003 - 2006
Fidelity Investments September 1992 - October 2002
Education
The London School of Economics and Political Science (LSE) 1990 — 1991
M.Sc., Economics
McGill University 1982 — 1985
BA, English
CAGP Advanced Gift Planning Course
Benefaction Foundation June 2008 - Present
BMO Nesbitt Burns 2006 - 2008
Russell Investment Group January 2006 - July 2006
First Asset Advisory Services 2003 - 2006
Fidelity Investments September 1992 - October 2002
Education
The London School of Economics and Political Science (LSE) 1990 — 1991
M.Sc., Economics
McGill University 1982 — 1985
BA, English
CAGP Advanced Gift Planning Course
Michael Beaser Michael Beaser's Fidelity Investments Experience January 2015 - Present
Job Vice President, Customer Experience at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments January 2011 - December 2014
Fidelity Investments July 2009 - December 2010
MIT Sloan School of Management 2007 - May 2009
Amazon.com 2008 - 2008
Deloitte Consulting 2005 - 2007
Towers Perrin 2002 - 2005
Skills
Strategy, Financial Services, Leadership, Management, Analytics, Customer Experience, Finance, Quantitative
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA, Business
Tufts University 1998 — 2002
Bachelor of Arts, Mathematics
Fidelity Investments January 2015 - Present
Fidelity Investments January 2011 - December 2014
Fidelity Investments July 2009 - December 2010
MIT Sloan School of Management 2007 - May 2009
Amazon.com 2008 - 2008
Deloitte Consulting 2005 - 2007
Towers Perrin 2002 - 2005
Skills
Strategy, Financial Services, Leadership, Management, Analytics, Customer Experience, Finance, Quantitative
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA, Business
Tufts University 1998 — 2002
Bachelor of Arts, Mathematics
Kristen Robinson Darcy Kristen Robinson Darcy's Fidelity Investments Experience July 2007 - Present
Job SVP Women & Young Investors
Industry Financial Services
Experience
Fidelity Investments July 2007 - Present
TC TrustCenter (GeoTrust Subsidiary) December 2005 - September 2006
GeoTrust January 2002 - September 2006
Evident Software January 2000 - January 2001
Global Crossing, Inc January 1995 - January 2000
Global Crossing January 1998 - January 1999
Frontier Communications May 1997 - July 1998
Frontier Communications November 1995 - February 1997
Whittier Health Network January 1994 - January 1995
Allnet Communications January 1991 - January 1992
Skills
Strategic Partnerships, Product Management, Leadership, Mergers & Acquisitions, Strategic Leadership, Competitive Analysis, Enterprise Software, Cross-functional Team..., Cloud Computing, Strategy, Business Development, SaaS, Start-ups, New Business Development, Business Process..., Management, Entrepreneurship, Product Development, Solution Selling, Business Strategy, Program Management, Business Analysis, Strategic Planning, Marketing, Analytics, Sales, Product Marketing, CRM, E-commerce
Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (M.B.A.)
Fidelity Investments July 2007 - Present
TC TrustCenter (GeoTrust Subsidiary) December 2005 - September 2006
GeoTrust January 2002 - September 2006
Evident Software January 2000 - January 2001
Global Crossing, Inc January 1995 - January 2000
Global Crossing January 1998 - January 1999
Frontier Communications May 1997 - July 1998
Frontier Communications November 1995 - February 1997
Whittier Health Network January 1994 - January 1995
Allnet Communications January 1991 - January 1992
Skills
Strategic Partnerships, Product Management, Leadership, Mergers & Acquisitions, Strategic Leadership, Competitive Analysis, Enterprise Software, Cross-functional Team..., Cloud Computing, Strategy, Business Development, SaaS, Start-ups, New Business Development, Business Process..., Management, Entrepreneurship, Product Development, Solution Selling, Business Strategy, Program Management, Business Analysis, Strategic Planning, Marketing, Analytics, Sales, Product Marketing, CRM, E-commerce
Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (M.B.A.)
Isabel Young's Fidelity Investments Experience 1987 - 1994
Job Marketing 360® Certified Marketing Consultant
Industry Marketing and Advertising
Experience
Madwire® November 2014 - Present
GeoSearchSEO March 2014 - Present
PicACard April 2014 - December 2014
Preferred Water Testing September 2013 - March 2014
Alpine Access 2010 - February 2013
CBTS 1995 - 2005
Fidelity Investments 1987 - 1994
Shawmut Bank 1983 - 1987
Chemical Bank 1980 - 1981
Skills
Customer Experience, Call Center, Customer Satisfaction, Insurance, Finance, Customer Retention, Customer Service, Technical Support, Investments, Data Entry, Telephone Skills, Telemarketing, Training, Leadership, SEM, Public Speaking, Team Building, Project Management, CRM, Lead Generation, Sales, Marketing, Marketing Strategy, Social Media Marketing, SEO, Social Networking, Social Media, Online Marketing, Email Marketing, Online Advertising, New Business Development, Digital Marketing
Education
McGill University
BSc
United Nations International School
Madwire® November 2014 - Present
GeoSearchSEO March 2014 - Present
PicACard April 2014 - December 2014
Preferred Water Testing September 2013 - March 2014
Alpine Access 2010 - February 2013
CBTS 1995 - 2005
Fidelity Investments 1987 - 1994
Shawmut Bank 1983 - 1987
Chemical Bank 1980 - 1981
Skills
Customer Experience, Call Center, Customer Satisfaction, Insurance, Finance, Customer Retention, Customer Service, Technical Support, Investments, Data Entry, Telephone Skills, Telemarketing, Training, Leadership, SEM, Public Speaking, Team Building, Project Management, CRM, Lead Generation, Sales, Marketing, Marketing Strategy, Social Media Marketing, SEO, Social Networking, Social Media, Online Marketing, Email Marketing, Online Advertising, New Business Development, Digital Marketing
Education
McGill University
BSc
United Nations International School
Simon Tisminesky Simon Tisminesky's Fidelity Investments Experience July 2010 - January 2011
Job VP Emerging Brands at Driven Brands
Industry Venture Capital & Private Equity
Experience
Driven Brands July 2014 - Present
Driven Brands January 2014 - Present
Driven Brands May 2013 - December 2013
Burger King Corporation June 2012 - March 2013
Burger King Corporation July 2011 - June 2012
Fidelity Investments July 2010 - January 2011
ACON Investments June 2009 - August 2009
JDA Software (Manugistics) July 2005 - June 2009
Skills
Competitive Analysis, Strategy, Finance, Forecasting, Marketing, Private Equity, Due Diligence, Pricing, Investments, Change Management, Portfolio Management, Project Planning, Retail, Training, Analysis, Business Strategy, Management Consulting, Supply Chain Management, Entrepreneurship, Leadership, Financial Modeling, Management, Sales
Education
MIT Sloan School of Management 2009 — 2011
MBA, Finance
Penn State University 2004 — 2005
Master of Engineering, Manufacturing Engineering
Universidad Católica Andrés Bello 1997 — 2002
B.S., Industrial Engineering
Hebraica
Driven Brands July 2014 - Present
Driven Brands January 2014 - Present
Driven Brands May 2013 - December 2013
Burger King Corporation June 2012 - March 2013
Burger King Corporation July 2011 - June 2012
Fidelity Investments July 2010 - January 2011
ACON Investments June 2009 - August 2009
JDA Software (Manugistics) July 2005 - June 2009
Skills
Competitive Analysis, Strategy, Finance, Forecasting, Marketing, Private Equity, Due Diligence, Pricing, Investments, Change Management, Portfolio Management, Project Planning, Retail, Training, Analysis, Business Strategy, Management Consulting, Supply Chain Management, Entrepreneurship, Leadership, Financial Modeling, Management, Sales
Education
MIT Sloan School of Management 2009 — 2011
MBA, Finance
Penn State University 2004 — 2005
Master of Engineering, Manufacturing Engineering
Universidad Católica Andrés Bello 1997 — 2002
B.S., Industrial Engineering
Hebraica
Derek Merrikin's Fidelity Investments Experience July 2014 - Present
Job Independent Front End Developer
Industry Internet
Experience
Fidelity Investments July 2014 - Present
NORWOOD LANDSCAPE MANAGEMENT October 2012 - Present
ET HOME MAINTENANCE & REPAIR August 2012 - Present
Glastonbury Abbey May 2012 - Present
THE PLUMBING CONNECTION January 2012 - Present
dmerrikin.com September 2011 - Present
dmerrikin.com September 2011 - Present
BLOUSE HOUSE September 2011 - Present
Medullan June 2013 - May 2014
Mercer December 2012 - May 2013
Skills
HTML, HTML 5, CSS, CSS3, JavaScript, jQuery, Photoshop, Illustrator, Wordpress, Accessibility, Microsoft Office, PHP, Social Networking, User Interface, Windows, CMS, XML, XHTML, Web Development, Customer Service, Customer Satisfaction, Progressive Enhancement, Front-end, E-commerce, HTML5, User Experience, WordPress
Education
Egghead.io
AngularJS, AngularJS
CodeAcademy.com
UI Development
TeamTreehouse.com
UI Development
Lynda.com
UI Development
Massasoit Community College 2004 — 2006
Fidelity Investments July 2014 - Present
NORWOOD LANDSCAPE MANAGEMENT October 2012 - Present
ET HOME MAINTENANCE & REPAIR August 2012 - Present
Glastonbury Abbey May 2012 - Present
THE PLUMBING CONNECTION January 2012 - Present
dmerrikin.com September 2011 - Present
dmerrikin.com September 2011 - Present
BLOUSE HOUSE September 2011 - Present
Medullan June 2013 - May 2014
Mercer December 2012 - May 2013
Skills
HTML, HTML 5, CSS, CSS3, JavaScript, jQuery, Photoshop, Illustrator, Wordpress, Accessibility, Microsoft Office, PHP, Social Networking, User Interface, Windows, CMS, XML, XHTML, Web Development, Customer Service, Customer Satisfaction, Progressive Enhancement, Front-end, E-commerce, HTML5, User Experience, WordPress
Education
Egghead.io
AngularJS, AngularJS
CodeAcademy.com
UI Development
TeamTreehouse.com
UI Development
Lynda.com
UI Development
Massasoit Community College 2004 — 2006
Alex Elentukh Alex Elentukh's Fidelity Investments Experience April 2006 - December 2008
Job Program Manager, Certified Scrum Master / Coach and Quality Director
Industry Information Technology and Services
Experience
Boston University May 2014 - Present
EMC October 2011 - May 2014
Santander June 2010 - October 2011
Computer Associates January 2009 - June 2010
Fidelity Investments April 2006 - December 2008
Draper Laboratory 2005 - 2006
Northeastern University 1986 - 2006
Reveal Imaging Technologies (acquired by ASIC) 2003 - 2005
Akamai Technologies 2000 - 2003
Quality Consulting Services 1997 - 2000
Skills
Agile Methodologies, Testing, Quality Assurance, Program Management, Software Project..., CMMI, SDLC, Integration, Process Improvement, Software Engineering, SharePoint, Scrum, Software Development, Software Quality..., MS Project, Test Planning, Requirements Analysis, Quality Center, Process Management, Six Sigma, System Testing, SQL, Test Strategy, Code Review, Russian, Business Analysis, Requirements Gathering, Configuration Management, Project Planning, Vendor Management, QTP, Visio, ClearCase, Process Architecture, ISO 20000, Team Leadership, Process Engineering, Software Estimation, Collaboration, Iso 9000, Test Driven Development
Education
McMaster University
completed five graduate courses toward CS degree (Algorithms, Data Structures, Database Design)
Saint Petersburg State University
M.S. Electrical Engineering, Software Engineering
Scrum Alliance
Certified Scrum Master
Boston University May 2014 - Present
EMC October 2011 - May 2014
Santander June 2010 - October 2011
Computer Associates January 2009 - June 2010
Fidelity Investments April 2006 - December 2008
Draper Laboratory 2005 - 2006
Northeastern University 1986 - 2006
Reveal Imaging Technologies (acquired by ASIC) 2003 - 2005
Akamai Technologies 2000 - 2003
Quality Consulting Services 1997 - 2000
Skills
Agile Methodologies, Testing, Quality Assurance, Program Management, Software Project..., CMMI, SDLC, Integration, Process Improvement, Software Engineering, SharePoint, Scrum, Software Development, Software Quality..., MS Project, Test Planning, Requirements Analysis, Quality Center, Process Management, Six Sigma, System Testing, SQL, Test Strategy, Code Review, Russian, Business Analysis, Requirements Gathering, Configuration Management, Project Planning, Vendor Management, QTP, Visio, ClearCase, Process Architecture, ISO 20000, Team Leadership, Process Engineering, Software Estimation, Collaboration, Iso 9000, Test Driven Development
Education
McMaster University
completed five graduate courses toward CS degree (Algorithms, Data Structures, Database Design)
Saint Petersburg State University
M.S. Electrical Engineering, Software Engineering
Scrum Alliance
Certified Scrum Master
Gina Koprowski Gina Koprowski's Fidelity Investments Experience June 2004 - October 2009
Job Director of Client Management at Aureus Asset Management
Industry Financial Services
Experience
Aureus Asset Management December 2010 - Present
Financial Planning Association of MA October 2010 - January 2012
BEPC 2005 - January 2011
East Coast Asset Management October 2009 - December 2010
Outdoor Explorations July 2009 - June 2010
Fidelity Investments June 2004 - October 2009
Delessert Financial Services August 2001 - May 2004
Fidelity Investments February 1997 - September 2001
Fidelity Brokerage Company UK September 1996 - February 1998
ROCKEFELLER FINANCIAL SERVICES, INC., New York, NY March 1992 - September 1994
Skills
Wealth Management, Series 7, Investment Management, Hedge Funds, High Net Worth..., Financial Services, Fixed Annuities, Wealth Management..., Fixed Income, Series 6, Uniform Combined State..., Wealth, Equity Research, Pensions, Bonds, Financial Analysis, 401k, Relationship Management, Insurance, Financial Planners, Financial Modeling
Education
University of Maryland - Robert H. Smith School of Business 1994 — 1996
MBA, Logistics and Finance
McGill University 1984 — 1988
BA, Economics
Aureus Asset Management December 2010 - Present
Financial Planning Association of MA October 2010 - January 2012
BEPC 2005 - January 2011
East Coast Asset Management October 2009 - December 2010
Outdoor Explorations July 2009 - June 2010
Fidelity Investments June 2004 - October 2009
Delessert Financial Services August 2001 - May 2004
Fidelity Investments February 1997 - September 2001
Fidelity Brokerage Company UK September 1996 - February 1998
ROCKEFELLER FINANCIAL SERVICES, INC., New York, NY March 1992 - September 1994
Skills
Wealth Management, Series 7, Investment Management, Hedge Funds, High Net Worth..., Financial Services, Fixed Annuities, Wealth Management..., Fixed Income, Series 6, Uniform Combined State..., Wealth, Equity Research, Pensions, Bonds, Financial Analysis, 401k, Relationship Management, Insurance, Financial Planners, Financial Modeling
Education
University of Maryland - Robert H. Smith School of Business 1994 — 1996
MBA, Logistics and Finance
McGill University 1984 — 1988
BA, Economics
Tristen Herrstrom's Fidelity Investments Experience 1995 - 1997
Job SVP, Human Resources at Certara
Industry Human Resources
Experience
Certara June 2015 - Present
QualCare Inc. May 2012 - June 2015
inVentiv Health September 1998 - September 2011
Malden Visiting Nurse Association 1997 - 1998
Fidelity Investments 1995 - 1997
The Boston Park Plaza Hotel 1994 - 1995
Skills
Organizational..., Change Management, Mergers, Process Redesign, Technology Solutions, Performance Management, Employee Benefits, HRIS, Legal Compliance, Leadership, Talent Management, Deferred Compensation, Succession Planning, Talent Acquisition, Acquisition Integration, Executive Coaching, Human Resources, Mergers, Strategy, Training
Education
Northeastern University 1994 — 1995
MS, HR Counseling
The College of New Jersey 1990 — 1992
BS, Psychology
Mercer County Community College 1987 — 1990
AA, Liberal Arts
Certara June 2015 - Present
QualCare Inc. May 2012 - June 2015
inVentiv Health September 1998 - September 2011
Malden Visiting Nurse Association 1997 - 1998
Fidelity Investments 1995 - 1997
The Boston Park Plaza Hotel 1994 - 1995
Skills
Organizational..., Change Management, Mergers, Process Redesign, Technology Solutions, Performance Management, Employee Benefits, HRIS, Legal Compliance, Leadership, Talent Management, Deferred Compensation, Succession Planning, Talent Acquisition, Acquisition Integration, Executive Coaching, Human Resources, Mergers, Strategy, Training
Education
Northeastern University 1994 — 1995
MS, HR Counseling
The College of New Jersey 1990 — 1992
BS, Psychology
Mercer County Community College 1987 — 1990
AA, Liberal Arts
Tom Hutchinson Tom Hutchinson's Fidelity Investments Experience June 2011 - Present
Job Director, Research Product Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Integrity Research Associates October 2003 - May 2011
New York University, Polytechnic Institute September 1998 - May 2011
Margenau Management 2003 - 2005
Market Data Co January 1997 - October 2001
MDC 1997 - 2001
PATH International January 1995 - September 1997
MMS International Standard & Poors 1990 - 1995
TD Bank 1988 - 1990
United Nations, Industrial Development Organization September 1983 - May 1984
Skills
Capital Markets, Fixed Income, Equities, Financial Markets, Derivatives, Financial Modeling, Equity Research, Investments, Trading, Risk Management, Investment Banking, Economics, Portfolio Management, Emerging Markets, Mutual Funds, Finance, Valuation, Financial Services, Corporate Finance, Asset Management, Series 7, Investment Strategies, Hedge Funds, Start-ups, Securities, Analysis, Investor Relations, Equity Valuation, Private Equity, Alternative Investments
Education
McMaster University 1977 — 1983
MA
Fidelity Investments June 2011 - Present
Integrity Research Associates October 2003 - May 2011
New York University, Polytechnic Institute September 1998 - May 2011
Margenau Management 2003 - 2005
Market Data Co January 1997 - October 2001
MDC 1997 - 2001
PATH International January 1995 - September 1997
MMS International Standard & Poors 1990 - 1995
TD Bank 1988 - 1990
United Nations, Industrial Development Organization September 1983 - May 1984
Skills
Capital Markets, Fixed Income, Equities, Financial Markets, Derivatives, Financial Modeling, Equity Research, Investments, Trading, Risk Management, Investment Banking, Economics, Portfolio Management, Emerging Markets, Mutual Funds, Finance, Valuation, Financial Services, Corporate Finance, Asset Management, Series 7, Investment Strategies, Hedge Funds, Start-ups, Securities, Analysis, Investor Relations, Equity Valuation, Private Equity, Alternative Investments
Education
McMaster University 1977 — 1983
MA
Dave Yeilding Dave Yeilding's Fidelity Investments Experience 2006 - 2009
Job Senior Vice President Finance at easyhome Ltd.
Industry Insurance
Experience
easyhome Ltd. January 2015 - Present
easyhome Ltd. 2010 - December 2014
Epilepsy Toronto 2007 - 2013
Fidelity Investments 2006 - 2009
PricewaterhouseCoopers 1998 - 2006
Durward Jones Barkwell & Company 1995 - 1998
Skills
Mergers, Acquisition Integration, IFRS, Negotiation, Executive Financial..., Financial Modeling, Financial Analysis, Divestitures, Restructuring, Strategic Financial..., Financial Reporting, Due Diligence, Internal Controls, Corporate Finance, Business Valuation, Private Equity, Valuation, Risk Management, IPO, Accounting, Business Planning, Finance, Investments, Mergers
Education
Canadian Institute of Chartered Accountants 1997 — 1997
Chartered Accountant
McMaster University 1993 — 1995
MBA, Finance
Queen's University 1989 — 1993
BA, Economics
easyhome Ltd. January 2015 - Present
easyhome Ltd. 2010 - December 2014
Epilepsy Toronto 2007 - 2013
Fidelity Investments 2006 - 2009
PricewaterhouseCoopers 1998 - 2006
Durward Jones Barkwell & Company 1995 - 1998
Skills
Mergers, Acquisition Integration, IFRS, Negotiation, Executive Financial..., Financial Modeling, Financial Analysis, Divestitures, Restructuring, Strategic Financial..., Financial Reporting, Due Diligence, Internal Controls, Corporate Finance, Business Valuation, Private Equity, Valuation, Risk Management, IPO, Accounting, Business Planning, Finance, Investments, Mergers
Education
Canadian Institute of Chartered Accountants 1997 — 1997
Chartered Accountant
McMaster University 1993 — 1995
MBA, Finance
Queen's University 1989 — 1993
BA, Economics
shravan vullengala's Fidelity Investments Experience October 2013 - June 2014
Job IT Consultant at Expicient Inc
Industry Information Technology and Services
Experience
Expicient Inc June 2014 - Present
Fidelity Investments October 2013 - June 2014
Staples March 2009 - October 2013
Skills
WebSphere Message Broker, WebSphere MQ, webMethods, Websphere, DB2, ESB, Middleware, WebSphere Application..., EAI, Weblogic, SOA, JMS, JBoss Application Server, SOAP, PL/SQL, WebSphere, Requirements Analysis, WebSphere Portal, WebLogic, SQL
Education
McNeese State University 2006 — 2008
Master of Science (M.S.), Computer Science
Expicient Inc June 2014 - Present
Fidelity Investments October 2013 - June 2014
Staples March 2009 - October 2013
Skills
WebSphere Message Broker, WebSphere MQ, webMethods, Websphere, DB2, ESB, Middleware, WebSphere Application..., EAI, Weblogic, SOA, JMS, JBoss Application Server, SOAP, PL/SQL, WebSphere, Requirements Analysis, WebSphere Portal, WebLogic, SQL
Education
McNeese State University 2006 — 2008
Master of Science (M.S.), Computer Science
Scott Halet, MBA's Fidelity Investments Experience March 2004 - May 2008
Job Remote Support Technician
Industry Information Technology and Services
Experience
ACS Services, Inc. September 2008 - Present
Fidelity Investments March 2004 - May 2008
Psyche Systems Corporation 2001 - 2003
Shym Technolgy February 2001 - May 2001
Eaton Vance 1999 - 2001
Process Software 1997 - 1999
Bayer Diagnostics 1993 - 1996
Skills
Customer Relations, Customer Service, Desktop Support, Problem Solving, Troubleshooting, Software Documentation, Technical Support, Microsoft Exchange, Windows, Management, Computer Hardware, Active Directory, Disaster Recovery, Help Desk Support
Education
Suffolk University - Sawyer School of Management 2003 — 2008
MBA, Organizational Behavior
Stonehill College 1989 — 1994
BA, Humanities
Massasoit Community College 1984 — 1986
AS, Business
ACS Services, Inc. September 2008 - Present
Fidelity Investments March 2004 - May 2008
Psyche Systems Corporation 2001 - 2003
Shym Technolgy February 2001 - May 2001
Eaton Vance 1999 - 2001
Process Software 1997 - 1999
Bayer Diagnostics 1993 - 1996
Skills
Customer Relations, Customer Service, Desktop Support, Problem Solving, Troubleshooting, Software Documentation, Technical Support, Microsoft Exchange, Windows, Management, Computer Hardware, Active Directory, Disaster Recovery, Help Desk Support
Education
Suffolk University - Sawyer School of Management 2003 — 2008
MBA, Organizational Behavior
Stonehill College 1989 — 1994
BA, Humanities
Massasoit Community College 1984 — 1986
AS, Business
Matt Ender's Fidelity Investments Experience June 2015 - August 2015
Job Student at University of Virginia
Industry Financial Services
Experience
Fidelity Investments June 2015 - August 2015
St. Luke's University Health Network June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Economics, Finance, Teamwork
Education
McIntire School of Commerce 2015 — 2017
Bachelor of Commerce (B.Com.), Finance
University of Virginia 2013 — 2017
Moravian Academy 2009 — 2013
High School
Fidelity Investments June 2015 - August 2015
St. Luke's University Health Network June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Economics, Finance, Teamwork
Education
McIntire School of Commerce 2015 — 2017
Bachelor of Commerce (B.Com.), Finance
University of Virginia 2013 — 2017
Moravian Academy 2009 — 2013
High School
Jim Ormos Jim Ormos's Fidelity Investments Experience October 1997 - October 1999
Job Regional Director Central & Western Canada at HP Software Canada
Industry Banking
Experience
Hewlett Packard Canada March 2015 - Present
Hewlett Packard Canada February 2014 - February 2015
Hewlett Packard Canada November 2011 - January 2014
Hewlett-Packard November 2010 - May 2012
CGI May 2007 - October 2010
IBM Global Business Services March 2005 - May 2007
IBM June 2000 - March 2005
Fidelity Investments October 1997 - October 1999
Xerox October 1985 - October 1997
Skills
Solution Selling, CRM, Professional Services, Cloud Computing, Enterprise Software, SaaS, Account Management, Sales Management, Outsourcing, Integration, Selling
Education
McGill University
Batchelor of Commerce, Marketing
Hewlett Packard Canada March 2015 - Present
Hewlett Packard Canada February 2014 - February 2015
Hewlett Packard Canada November 2011 - January 2014
Hewlett-Packard November 2010 - May 2012
CGI May 2007 - October 2010
IBM Global Business Services March 2005 - May 2007
IBM June 2000 - March 2005
Fidelity Investments October 1997 - October 1999
Xerox October 1985 - October 1997
Skills
Solution Selling, CRM, Professional Services, Cloud Computing, Enterprise Software, SaaS, Account Management, Sales Management, Outsourcing, Integration, Selling
Education
McGill University
Batchelor of Commerce, Marketing
Dante Angelucci Dante Angelucci's Fidelity Investments Experience 1999 - 2001
Job Senior Vice President TDC Development Group, LLC
Industry Real Estate
Experience
The Davis Companies August 2015 - Present
Massachusetts Convention Center Authority March 2015 - June 2015
Leggat McCall Properties February 2008 - February 2015
Colliers Meredith & Grew 2005 - 2008
Cathartes Private Investments 2004 - 2005
Meredith & Grew 2001 - 2004
Fidelity Investments 1999 - 2001
Norfolk County District Attorney's Office January 1998 - June 1999
Middlesex County District Attorney's Office 1987 - 1998
Skills
Real Estate Development, Real Estate Economics, Entitlements, Business Development, Corporate Real Estate, Land Acquisition, Investment Properties, Executive Reporting, Due Diligence, Real Estate Financing, Project Management, Location Intelligence, Consensus Building, Apartments, Commercial Real Estate, Management, Contract Negotiation, Land Development, Real Estate, Construction, Leases, Negotiation, Value Engineering, Disposition, Real Estate Transactions, Brokerage, Asset Management, Lease Negotiations, Contract Management, Lease Administration, LEED AP, LEED, Shopping Centers, Property Management, Residential Homes, Property, Construction Management, Tenant, Acquisitions, Mixed-use, Landlords
Education
Massachusetts School of Law 1993 — 1997
JD
Northeastern University 1984 — 1989
BS, Criminal Justice
Newton North High School
The Davis Companies August 2015 - Present
Massachusetts Convention Center Authority March 2015 - June 2015
Leggat McCall Properties February 2008 - February 2015
Colliers Meredith & Grew 2005 - 2008
Cathartes Private Investments 2004 - 2005
Meredith & Grew 2001 - 2004
Fidelity Investments 1999 - 2001
Norfolk County District Attorney's Office January 1998 - June 1999
Middlesex County District Attorney's Office 1987 - 1998
Skills
Real Estate Development, Real Estate Economics, Entitlements, Business Development, Corporate Real Estate, Land Acquisition, Investment Properties, Executive Reporting, Due Diligence, Real Estate Financing, Project Management, Location Intelligence, Consensus Building, Apartments, Commercial Real Estate, Management, Contract Negotiation, Land Development, Real Estate, Construction, Leases, Negotiation, Value Engineering, Disposition, Real Estate Transactions, Brokerage, Asset Management, Lease Negotiations, Contract Management, Lease Administration, LEED AP, LEED, Shopping Centers, Property Management, Residential Homes, Property, Construction Management, Tenant, Acquisitions, Mixed-use, Landlords
Education
Massachusetts School of Law 1993 — 1997
JD
Northeastern University 1984 — 1989
BS, Criminal Justice
Newton North High School
Nasir Merchant Nasir Merchant's Fidelity Investments Experience November 2004 - April 2008
Job Operations Manager at Aon Hewitt
Industry Management Consulting
Experience
Aon Hewitt May 2012 - Present
PwC September 2009 - May 2012
Fidelity Investments November 2004 - April 2008
Mississauga, ON June 2004 - February 2006
Education
Queen's University 2008 — 2009
Masters
Universität Mannheim 2008 — 2009
MBA
McGill University 2000 — 2004
Bachelor of Science (B.S.)
Karachi Grammar School 1996 — 2000
High School Diploma
Foundation Public School
Aon Hewitt May 2012 - Present
PwC September 2009 - May 2012
Fidelity Investments November 2004 - April 2008
Mississauga, ON June 2004 - February 2006
Education
Queen's University 2008 — 2009
Masters
Universität Mannheim 2008 — 2009
MBA
McGill University 2000 — 2004
Bachelor of Science (B.S.)
Karachi Grammar School 1996 — 2000
High School Diploma
Foundation Public School
Lori Selsberg's Fidelity Investments Experience 1996 - 2000
Job Program Manager, Business Transformation at EMC
Industry Computer & Network Security
Experience
EMC April 2014 - Present
State Street January 2014 - April 2014
Citizens Bank October 2013 - January 2014
Biogen Idec March 2012 - August 2013
State Street October 2011 - March 2012
JP Morgan August 2006 - October 2011
Charles River Development January 2006 - August 2006
MFS Investment Management 2000 - 2004
Fidelity Investments 1996 - 2000
Skills
Business Analysis, SDLC, Process Improvement, Requirements Gathering, PMO, Software Documentation, IT Strategy, Outsourcing, Business Process..., Business Requirements, Requirements Analysis, Project Management, Integration, Business Process, Mergers & Acquisitions, Legal Compliance, Compliance
Education
Maurice A. Deane School of Law at Hofstra University
Juris Doctor
Union College
BA
EMC April 2014 - Present
State Street January 2014 - April 2014
Citizens Bank October 2013 - January 2014
Biogen Idec March 2012 - August 2013
State Street October 2011 - March 2012
JP Morgan August 2006 - October 2011
Charles River Development January 2006 - August 2006
MFS Investment Management 2000 - 2004
Fidelity Investments 1996 - 2000
Skills
Business Analysis, SDLC, Process Improvement, Requirements Gathering, PMO, Software Documentation, IT Strategy, Outsourcing, Business Process..., Business Requirements, Requirements Analysis, Project Management, Integration, Business Process, Mergers & Acquisitions, Legal Compliance, Compliance
Education
Maurice A. Deane School of Law at Hofstra University
Juris Doctor
Union College
BA
Kendyl Flinn Kendyl Flinn's Fidelity Investments Experience May 2015 - August 2015
Job Analyst at Desautels Capital Management
Industry Investment Management
Experience
Desautels Capital Management May 2015 - Present
McGill University April 2014 - Present
Desautels Engagement Committee April 2015 - Present
Fidelity Investments May 2015 - August 2015
ACIIC October 2014 - May 2015
McGill Investment Club October 2013 - May 2015
Seattle Yacht Club June 2009 - August 2014
New Residence Hall Council September 2013 - May 2014
Global Justice Coalition September 2012 - June 2013
Skills
Public Speaking, Teamwork, PowerPoint, Microsoft Excel, Microsoft Word, Research, Social Media, English, Childcare, Sailing, Community Outreach, Presentation Skills, Technical Presentations, Equity Valuation, Team Leadership
Education
McGill University - Desautels Faculty of Management 2013 — 2017
Bachelor of Commerce (BCom), Honors Investment Management
Seattle Preparatory School 2009 — 2013
High School Diploma
Desautels Capital Management May 2015 - Present
McGill University April 2014 - Present
Desautels Engagement Committee April 2015 - Present
Fidelity Investments May 2015 - August 2015
ACIIC October 2014 - May 2015
McGill Investment Club October 2013 - May 2015
Seattle Yacht Club June 2009 - August 2014
New Residence Hall Council September 2013 - May 2014
Global Justice Coalition September 2012 - June 2013
Skills
Public Speaking, Teamwork, PowerPoint, Microsoft Excel, Microsoft Word, Research, Social Media, English, Childcare, Sailing, Community Outreach, Presentation Skills, Technical Presentations, Equity Valuation, Team Leadership
Education
McGill University - Desautels Faculty of Management 2013 — 2017
Bachelor of Commerce (BCom), Honors Investment Management
Seattle Preparatory School 2009 — 2013
High School Diploma
Cynthia Francis-Nestor's Fidelity Investments Experience July 2014 - February 2015
Job Sr .Net / SQL Developer / Data Analyst
Industry Information Technology and Services
Experience
Massachusetts General Hospital April 2015 - Present
Fidelity Investments July 2014 - February 2015
Unitil March 2014 - June 2014
TSD Communications, Inc. April 2013 - December 2013
Injured Workers Pharmacy January 2008 - February 2013
Black Diamond Networks August 2007 - December 2007
Lindt & Sprungli October 2005 - July 2007
Mensatech.NET May 2005 - October 2005
Coverys -- Formerly known as ProMutual Group December 2001 - December 2004
Starpoint Solutions August 2000 - November 2001
Skills
ASP.NET, VB.NET, Microsoft SQL Server, Visual Studio, C#, DevExpress, DevExpress Controls, VBScript, VBA, JavaScript, HTML 5, xml, Telerik Web Controls, Cognos, JD Edwards, Salesforce.com..., MS Excel Pivot Tables, Data Mining, Performance Reporting, Inventory Analysis, Business Intelligence, Data Modeling, jQuery, MySQL, .NET, WinForms, SDLC, T-SQL, Business Analysis, ASP.NET AJAX, ASP, IIS, Stored Procedures, VSS, XSLT, DHTML, Database Design, ADO.NET, Windows Services, Visual C#, SQL, XML
Education
Merrimack College 2005 — 2006
Associates Web Design & Development Certificate, Web/Multimedia Management and Webmaster
Merrimack College 2004 — 2005
Associates Webmaster Certificate, Information
McGill University 1997 — 1999
Certificate Management Information Systems, Management Information Systems, General
College de Maissonneuve 1992 — 1994
D.E.C Computer Science
Massachusetts General Hospital April 2015 - Present
Fidelity Investments July 2014 - February 2015
Unitil March 2014 - June 2014
TSD Communications, Inc. April 2013 - December 2013
Injured Workers Pharmacy January 2008 - February 2013
Black Diamond Networks August 2007 - December 2007
Lindt & Sprungli October 2005 - July 2007
Mensatech.NET May 2005 - October 2005
Coverys -- Formerly known as ProMutual Group December 2001 - December 2004
Starpoint Solutions August 2000 - November 2001
Skills
ASP.NET, VB.NET, Microsoft SQL Server, Visual Studio, C#, DevExpress, DevExpress Controls, VBScript, VBA, JavaScript, HTML 5, xml, Telerik Web Controls, Cognos, JD Edwards, Salesforce.com..., MS Excel Pivot Tables, Data Mining, Performance Reporting, Inventory Analysis, Business Intelligence, Data Modeling, jQuery, MySQL, .NET, WinForms, SDLC, T-SQL, Business Analysis, ASP.NET AJAX, ASP, IIS, Stored Procedures, VSS, XSLT, DHTML, Database Design, ADO.NET, Windows Services, Visual C#, SQL, XML
Education
Merrimack College 2005 — 2006
Associates Web Design & Development Certificate, Web/Multimedia Management and Webmaster
Merrimack College 2004 — 2005
Associates Webmaster Certificate, Information
McGill University 1997 — 1999
Certificate Management Information Systems, Management Information Systems, General
College de Maissonneuve 1992 — 1994
D.E.C Computer Science
Andrew J. Kavouras Andrew J. Kavouras's Fidelity Investments Experience 2004 - 2005
Job Asset Management Executive with International Experience and Institutional Network
Industry Investment Management
Experience
Presima (part of National Australia Bank Group - NAB) July 2010 - April 2014
RobecoSAM - We are Sustainability Investing. 2007 - 2009
AJK Consulting 2005 - 2007
Fidelity Investments 2004 - 2005
Caisse de dépôt et placement du Québec (CDPQ) 2000 - 2004
Skills
Asset Management, Alternative Investments, Portfolio Management, Investment Strategies, Business Development, Real Assets, Infrastructure, Private Equity, Distribution Strategies, Product Development, Product Marketing, Marketing Strategy, Institutional..., Business Strategy, Team Leadership, Turnaround Strategy, Turn Around Management, Change Management
Education
McGill University
Bachelor of Arts (BA), Economics
University of London
Master of Science (MSc), Economics
Presima (part of National Australia Bank Group - NAB) July 2010 - April 2014
RobecoSAM - We are Sustainability Investing. 2007 - 2009
AJK Consulting 2005 - 2007
Fidelity Investments 2004 - 2005
Caisse de dépôt et placement du Québec (CDPQ) 2000 - 2004
Skills
Asset Management, Alternative Investments, Portfolio Management, Investment Strategies, Business Development, Real Assets, Infrastructure, Private Equity, Distribution Strategies, Product Development, Product Marketing, Marketing Strategy, Institutional..., Business Strategy, Team Leadership, Turnaround Strategy, Turn Around Management, Change Management
Education
McGill University
Bachelor of Arts (BA), Economics
University of London
Master of Science (MSc), Economics
Amr Arif Amr Arif's Fidelity Investments Experience September 2013 - Present
Job Financial Analyst Decision Support at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Scotiabank May 2012 - September 2013
Scotiabank September 2011 - April 2012
Design Label Systems September 2009 - September 2011
KPMG May 2009 - August 2009
Skills
Analysis, Business Analysis, Accounting, Microsoft Office, Financial Analysis, Financial Reporting, Communication, Sun, Clarity, Access, Account Reconciliation
Education
CFA Institute 2011 — 2014
McMaster University 2005 — 2009
Fidelity Investments September 2013 - Present
Scotiabank May 2012 - September 2013
Scotiabank September 2011 - April 2012
Design Label Systems September 2009 - September 2011
KPMG May 2009 - August 2009
Skills
Analysis, Business Analysis, Accounting, Microsoft Office, Financial Analysis, Financial Reporting, Communication, Sun, Clarity, Access, Account Reconciliation
Education
CFA Institute 2011 — 2014
McMaster University 2005 — 2009
Manny Garcia Manny Garcia's Fidelity Investments Experience April 1997 - Present
Job Senior Manager. Leap Program at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 1997 - Present
First Data Corporation January 1995 - April 1997
FDISG January 1993 - January 1995
Replica Corp. January 1991 - January 1993
IMC Systems Group January 1989 - January 1991
Morse Shoe Co. January 1986 - January 1989
Somerville Lumber Co. January 1978 - January 1986
Skills
Unix, Software Development, Project Management, Leadership, Product Development, SDLC, Agile Methodologies, Business Analysis, Financial Services, Vendor Management, Requirements Analysis, Customer Service, Software Project..., Requirements Gathering, Waterfall, Visio, Mutual Funds
Education
Massasoit Community College
Fidelity Investments April 1997 - Present
First Data Corporation January 1995 - April 1997
FDISG January 1993 - January 1995
Replica Corp. January 1991 - January 1993
IMC Systems Group January 1989 - January 1991
Morse Shoe Co. January 1986 - January 1989
Somerville Lumber Co. January 1978 - January 1986
Skills
Unix, Software Development, Project Management, Leadership, Product Development, SDLC, Agile Methodologies, Business Analysis, Financial Services, Vendor Management, Requirements Analysis, Customer Service, Software Project..., Requirements Gathering, Waterfall, Visio, Mutual Funds
Education
Massasoit Community College
Tonya Hancock Tonya Hancock's Fidelity Investments Experience July 2012 - Present
Job Customer Service Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments January 2008 - July 2012
Fidelity Investments January 2005 - January 2008
Skills
Series 7, Internal Communications, Financial Services, Mutual Funds, Corporate Communications, Retirement, 401k, Series 63, Strategic Planning, Process Improvement
Education
McMurry University 2000 — 2002
Bachelor of Arts (B.A.), Communication, General
Fidelity Investments July 2012 - Present
Fidelity Investments January 2008 - July 2012
Fidelity Investments January 2005 - January 2008
Skills
Series 7, Internal Communications, Financial Services, Mutual Funds, Corporate Communications, Retirement, 401k, Series 63, Strategic Planning, Process Improvement
Education
McMurry University 2000 — 2002
Bachelor of Arts (B.A.), Communication, General
William J. Amann William J. Amann's Fidelity Investments Experience January 2000 - January 2001
Job Partner at Craig, Deachman & Amann, PLLC
Industry Legal Services
Experience
Craig, Deachman & Amann, PLLC May 2010 - Present
Craig, Deachman & Amann, PLLC May 2010 - Present
Cr Deachman & Amann, PLLC May 2010 - Present
Bodoff & Associates September 2009 - May 2010
Sheehan Phinney Bass + Green 2008 - 2009
Ablitt & Charlton, PC July 2004 - July 2008
Cleveland, Waters & Bass, PA July 2003 - July 2004
Ablitt, Caruolo & DePasquale, LLP January 2001 - July 2003
Fidelity Investments January 2000 - January 2001
Ford Motor Credit Company January 1995 - January 2000
Skills
Litigation, Bankruptcy, Civil Litigation, Negotiation, Commercial Litigation, Employment Law, Legal Research, Construction, Family Law, Public Speaking, Small Business, Business Strategy, Writing, Corporate Law, Courts, Legal Issues, Property Law, Pleadings, Real Estate, Chapter 7, Chapter 11, Legal Advice, Corporate Real Estate, Real Estate Transactions, Personal Injury, Creditors' Rights, Estate Planning, Legal Writing, Legal Assistance, Trials, Mediation, Appeals, Arbitration, Business Litigation, Construction Law, Trade Secrets, Intellectual Property, Product Liability, Criminal Defense, Consumer Law, Trusts, Mergers, Trial Practice, Licensing, Wills, Hearings, Class Actions, Personal Injury..., Dispute Resolution, Alternative Dispute...
Education
Member of the New Hampshire and Massachusetts State and Federal Bars 2001 — 2014
Admitted, Litigation
President of the Massachusetts School of Law Alumni Association 2001 — 2002
Massachusetts School of Law 1996 — 2000
Juris Doctorate, Business/Commerce, General
Saint Anselm College 1992 — 1994
B.A., English
Craig, Deachman & Amann, PLLC May 2010 - Present
Craig, Deachman & Amann, PLLC May 2010 - Present
Cr Deachman & Amann, PLLC May 2010 - Present
Bodoff & Associates September 2009 - May 2010
Sheehan Phinney Bass + Green 2008 - 2009
Ablitt & Charlton, PC July 2004 - July 2008
Cleveland, Waters & Bass, PA July 2003 - July 2004
Ablitt, Caruolo & DePasquale, LLP January 2001 - July 2003
Fidelity Investments January 2000 - January 2001
Ford Motor Credit Company January 1995 - January 2000
Skills
Litigation, Bankruptcy, Civil Litigation, Negotiation, Commercial Litigation, Employment Law, Legal Research, Construction, Family Law, Public Speaking, Small Business, Business Strategy, Writing, Corporate Law, Courts, Legal Issues, Property Law, Pleadings, Real Estate, Chapter 7, Chapter 11, Legal Advice, Corporate Real Estate, Real Estate Transactions, Personal Injury, Creditors' Rights, Estate Planning, Legal Writing, Legal Assistance, Trials, Mediation, Appeals, Arbitration, Business Litigation, Construction Law, Trade Secrets, Intellectual Property, Product Liability, Criminal Defense, Consumer Law, Trusts, Mergers, Trial Practice, Licensing, Wills, Hearings, Class Actions, Personal Injury..., Dispute Resolution, Alternative Dispute...
Education
Member of the New Hampshire and Massachusetts State and Federal Bars 2001 — 2014
Admitted, Litigation
President of the Massachusetts School of Law Alumni Association 2001 — 2002
Massachusetts School of Law 1996 — 2000
Juris Doctorate, Business/Commerce, General
Saint Anselm College 1992 — 1994
B.A., English
Eugene Boakye, CFA Eugene Boakye, CFA's Fidelity Investments Experience July 2014 - Present
Job District Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments September 2013 - July 2014
Randstad Professionals April 2011 - September 2013
CIBC April 2009 - September 2011
Skills
Asset Management, Banking, Business Analysis, Business Strategy, Capital Markets, Change Management, Credit, Executive Search, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Investment Banking, Management, Investments, Mutual Funds, Mortgage Lending, Recruiting, Recruitments, Sales, Strategic Financial..., Technical Recruiting, Portfolio Management
Education
McMaster University 2003 — 2008
BA, Political Science
CFA Institute
successfully completed all three levels of the CFA
CSI Institute
Fidelity Investments July 2014 - Present
Fidelity Investments September 2013 - July 2014
Randstad Professionals April 2011 - September 2013
CIBC April 2009 - September 2011
Skills
Asset Management, Banking, Business Analysis, Business Strategy, Capital Markets, Change Management, Credit, Executive Search, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Investment Banking, Management, Investments, Mutual Funds, Mortgage Lending, Recruiting, Recruitments, Sales, Strategic Financial..., Technical Recruiting, Portfolio Management
Education
McMaster University 2003 — 2008
BA, Political Science
CFA Institute
successfully completed all three levels of the CFA
CSI Institute
Alan Vergel de Dios's Fidelity Investments Experience June 2012 - August 2012
Job Associate at Boathouse Capital
Industry Venture Capital & Private Equity
Experience
Boathouse Capital August 2015 - Present
Stifel Financial Corp. July 2013 - July 2015
Desautels Capital Management August 2011 - May 2013
Fidelity Investments June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Equity Research, Asset Managment, M&A analysis, Corporate Finance, Investment Banking
Education
McGill University 2009 — 2013
Bachelor of Commerce, Finance: Honors Investment Management
Boathouse Capital August 2015 - Present
Stifel Financial Corp. July 2013 - July 2015
Desautels Capital Management August 2011 - May 2013
Fidelity Investments June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Equity Research, Asset Managment, M&A analysis, Corporate Finance, Investment Banking
Education
McGill University 2009 — 2013
Bachelor of Commerce, Finance: Honors Investment Management
Joe Pratti Joe Pratti's Fidelity Investments Experience August 1999 - Present
Job Systems Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 1999 - Present
LTX Corporation January 1994 - December 1999
gte internetworking 1998 - 1999
XRL 1991 - December 1993
Teledyne 1990 - 1991
LTX Corporation 1985 - 1989
Foxboro Company 1979 - 1984
US Air Force 1975 - 1978
US Air Force 1975 - 1978
Skills
Solaris, Unix, Data Center, Load Balancing, Ksh, perl, Linux, F5 BigIP, Weblogic, High Availability, Perl, Unix Shell Scripting, Java Enterprise Edition, Red Hat Linux, Windows, AIX, System Administration, Computer Security, Servers, Shell Scripting, Distributed Systems, Cisco Technologies, Apache, Software Development, Technical Support, Security, System Architecture, Testing, Enterprise Architecture, Virtualization, TCP/IP
Education
Massasoit Community College 1980 — 1984
Associate of Science (A.S.), Electrical and Electronics Engineering
bridgewater raynham regional high school 1971 — 1975
Fidelity Investments August 1999 - Present
LTX Corporation January 1994 - December 1999
gte internetworking 1998 - 1999
XRL 1991 - December 1993
Teledyne 1990 - 1991
LTX Corporation 1985 - 1989
Foxboro Company 1979 - 1984
US Air Force 1975 - 1978
US Air Force 1975 - 1978
Skills
Solaris, Unix, Data Center, Load Balancing, Ksh, perl, Linux, F5 BigIP, Weblogic, High Availability, Perl, Unix Shell Scripting, Java Enterprise Edition, Red Hat Linux, Windows, AIX, System Administration, Computer Security, Servers, Shell Scripting, Distributed Systems, Cisco Technologies, Apache, Software Development, Technical Support, Security, System Architecture, Testing, Enterprise Architecture, Virtualization, TCP/IP
Education
Massasoit Community College 1980 — 1984
Associate of Science (A.S.), Electrical and Electronics Engineering
bridgewater raynham regional high school 1971 — 1975
Sean Flanigan's Fidelity Investments Experience July 2007 - June 2008
Job Supervisor, Electric Dispatch (Distribution) at Eversource Energy
Industry Utilities
Experience
Eversource Energy April 2015 - Present
Entergy June 2008 - Present
Fidelity Investments July 2007 - June 2008
Skills
Microsoft Office, Engineering, Engine Repair, Nuclear Safety, Power Generation, Steam Turbines, Steam Generators, Valve Repair, Instrumentation and..., Boiling Water Reactors, Human Performance, Electrical Safety, Electrical Equipment, Electrical..., Reactor, Electric Power, Factory, Maintenance Management, Motors, Nuclear, Power Plants, Preventive Maintenance, Turbines
Education
Worcester Polytechnic Institute 2014 — 2016
Graduate Certificate, Power Systems Engineering: Protection and Control
Massachusetts Maritime Academy 2003 — 2007
Bachelor's degree, Marine Engineering
Sandwich High School 1999 — 2003
Eversource Energy April 2015 - Present
Entergy June 2008 - Present
Fidelity Investments July 2007 - June 2008
Skills
Microsoft Office, Engineering, Engine Repair, Nuclear Safety, Power Generation, Steam Turbines, Steam Generators, Valve Repair, Instrumentation and..., Boiling Water Reactors, Human Performance, Electrical Safety, Electrical Equipment, Electrical..., Reactor, Electric Power, Factory, Maintenance Management, Motors, Nuclear, Power Plants, Preventive Maintenance, Turbines
Education
Worcester Polytechnic Institute 2014 — 2016
Graduate Certificate, Power Systems Engineering: Protection and Control
Massachusetts Maritime Academy 2003 — 2007
Bachelor's degree, Marine Engineering
Sandwich High School 1999 — 2003
Ann Calello Groccia Ann Calello Groccia's Fidelity Investments Experience June 1983 - December 2002
Job VP, Corporate Partner Relationships at WOMEN Unlimited, Inc., The Organization for Mentoring, Education and Networking
Industry Management Consulting
Experience
WOMEN Unlimited, Inc., The Organization for Mentoring, Education and Networking September 2014 - Present
WOMEN Unlimited,Inc January 2011 - Present
Independent Consultant December 2008 - Present
Fidelity Investments June 1983 - December 2002
Skills
Executive Coaching, Leadership Development, Organizational..., Start-ups, Strategic Planning, Executive Management, Consulting, Operations Management, Management Consulting, Strategy, Program Management, Organizational Design, New Business Development
Education
Massachusetts School of Professional Psychology 2006 — 2008
Executive Coaching
Stonehill College 1978 — 1981
BA, Psychology
WOMEN Unlimited, Inc., The Organization for Mentoring, Education and Networking September 2014 - Present
WOMEN Unlimited,Inc January 2011 - Present
Independent Consultant December 2008 - Present
Fidelity Investments June 1983 - December 2002
Skills
Executive Coaching, Leadership Development, Organizational..., Start-ups, Strategic Planning, Executive Management, Consulting, Operations Management, Management Consulting, Strategy, Program Management, Organizational Design, New Business Development
Education
Massachusetts School of Professional Psychology 2006 — 2008
Executive Coaching
Stonehill College 1978 — 1981
BA, Psychology
Punita Kansal Punita Kansal's Fidelity Investments Experience 2006 - 2009
Job Program Management and Process Improvement
Industry Defense & Space
Experience
Raytheon July 2015 - Present
The MathWorks October 2012 - June 2015
Pegasystems August 2010 - October 2012
Pegasystems August 2010 - October 2012
Pegasystems 2010 - 2010
Fidelity Investments 2006 - 2009
Phoenix Technologies June 2005 - September 2006
Hughes Network Systems April 2001 - March 2003
Larsen & Toubro Infotech 1998 - 2001
Skills
Scrum, Perl, Requirements Analysis, Oracle, Testing, ClearCase, Shell Scripting, C, Project Management, SOA, Solaris, Multithreading, Agile Methodologies, Software Development, SDLC, C, SQL, Integration, Software Project...
Education
Northeastern University 2003 — 2003
Advanced course on “TCP/IP Architecture, Protocols, and Algorithms, Advanced course on “TCP/IP Architecture, Protocols, and Algorithms, GPA – 4.0/4.0
Maulana Azad National Institute of Technology 1995 — 1998
Master of Computer Applications (MCA), Computer Engineering
Chinmay Degree College, India 1992 — 1995
Bachelor's degree, Mathematics, Physics
K.V No. 1 Haridwar 1979 — 1992
High School, Maths and Sciences
Raytheon July 2015 - Present
The MathWorks October 2012 - June 2015
Pegasystems August 2010 - October 2012
Pegasystems August 2010 - October 2012
Pegasystems 2010 - 2010
Fidelity Investments 2006 - 2009
Phoenix Technologies June 2005 - September 2006
Hughes Network Systems April 2001 - March 2003
Larsen & Toubro Infotech 1998 - 2001
Skills
Scrum, Perl, Requirements Analysis, Oracle, Testing, ClearCase, Shell Scripting, C, Project Management, SOA, Solaris, Multithreading, Agile Methodologies, Software Development, SDLC, C, SQL, Integration, Software Project...
Education
Northeastern University 2003 — 2003
Advanced course on “TCP/IP Architecture, Protocols, and Algorithms, Advanced course on “TCP/IP Architecture, Protocols, and Algorithms, GPA – 4.0/4.0
Maulana Azad National Institute of Technology 1995 — 1998
Master of Computer Applications (MCA), Computer Engineering
Chinmay Degree College, India 1992 — 1995
Bachelor's degree, Mathematics, Physics
K.V No. 1 Haridwar 1979 — 1992
High School, Maths and Sciences
Danielle Lavoie Danielle Lavoie's Fidelity Investments Experience July 2015 - Present
Job Communication Analyst
Industry Investment Management
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments July 2012 - Present
Citizens Bank August 2009 - July 2012
Pyramis Global Advisors 2004 - 2009
Fidelity Investments 1999 - 2004
Skills
Viso Basic, Microsoft Office, PowerPoint, Word, Outlook, Excel, Mac OS X, Adobe Acrobat, Adobe Software, Thompson/Reuters, Microsoft Word, Microsoft Excel, Lotus Notes
Education
Massasoit Community College 1995 — 1997
Associates, Communications
Durfee High School
Fidelity Investments July 2015 - Present
Fidelity Investments July 2012 - Present
Citizens Bank August 2009 - July 2012
Pyramis Global Advisors 2004 - 2009
Fidelity Investments 1999 - 2004
Skills
Viso Basic, Microsoft Office, PowerPoint, Word, Outlook, Excel, Mac OS X, Adobe Acrobat, Adobe Software, Thompson/Reuters, Microsoft Word, Microsoft Excel, Lotus Notes
Education
Massasoit Community College 1995 — 1997
Associates, Communications
Durfee High School
Christi Wilga's Fidelity Investments Experience March 2005 - July 2006
Job Independent Consultant at Ava Anderson Non Toxic
Industry Information Technology and Services
Experience
Ava Anderson Non Toxic November 2014 - Present
MEDITECH July 2011 - Present
MEDITECH July 2006 - July 2011
Fidelity Investments March 2005 - July 2006
Skills
Business Analysis, Customer Service, Email Marketing, HTML, Healthcare Information..., Lead Generation, Marketing, Process Improvement, Project Management, Software Documentation, Troubleshooting
Education
Massasoit Community College 2014 — 2015
Event Planning, Meeting and Event Planning
Westfield State College 2000 — 2004
Nipmuc Regional High School 1996 — 2000
Ava Anderson Non Toxic November 2014 - Present
MEDITECH July 2011 - Present
MEDITECH July 2006 - July 2011
Fidelity Investments March 2005 - July 2006
Skills
Business Analysis, Customer Service, Email Marketing, HTML, Healthcare Information..., Lead Generation, Marketing, Process Improvement, Project Management, Software Documentation, Troubleshooting
Education
Massasoit Community College 2014 — 2015
Event Planning, Meeting and Event Planning
Westfield State College 2000 — 2004
Nipmuc Regional High School 1996 — 2000
Eric Sheehan, J.D.'s Fidelity Investments Experience January 2007 - September 2011
Job Interim Bureau Director, Bureau of Health Care Safety and Quality at Massachusetts Department of Public Health
Industry Government Administration
Experience
Massachusetts Department of Public Health July 2015 - Present
UMass Boston January 2013 - Present
Massachusetts Department of Public Health January 2015 - July 2015
Department of Veterans Affairs, Veterans Health Administration August 2013 - January 2015
Department of Veterans Affairs, Veterans Benefits Administration September 2011 - August 2013
Fidelity Investments January 2007 - September 2011
Ascend Technologies, Inc. March 2006 - January 2007
John Hancock September 2001 - March 2006
United States Marine Corps 1998 - 2001
Skills
Risk Management, Business Analysis, Insurance, Analysis, Process Improvement, Investments, Management, Fiscal Policy, Government Procurement, Administrative Law, Privacy Law, Government..., Government Contracting, Access, Financial Analysis, Financial Services, Leadership, Nonprofits, Policy, Program Management, Project Management, Public Speaking
Education
Massachusetts School of Law 2006 — 2010
Juris Doctor
University of Massachusetts Lowell 2001 — 2005
Bachelor of Science
Six Sigma
Green Belt
Massachusetts Department of Public Health July 2015 - Present
UMass Boston January 2013 - Present
Massachusetts Department of Public Health January 2015 - July 2015
Department of Veterans Affairs, Veterans Health Administration August 2013 - January 2015
Department of Veterans Affairs, Veterans Benefits Administration September 2011 - August 2013
Fidelity Investments January 2007 - September 2011
Ascend Technologies, Inc. March 2006 - January 2007
John Hancock September 2001 - March 2006
United States Marine Corps 1998 - 2001
Skills
Risk Management, Business Analysis, Insurance, Analysis, Process Improvement, Investments, Management, Fiscal Policy, Government Procurement, Administrative Law, Privacy Law, Government..., Government Contracting, Access, Financial Analysis, Financial Services, Leadership, Nonprofits, Policy, Program Management, Project Management, Public Speaking
Education
Massachusetts School of Law 2006 — 2010
Juris Doctor
University of Massachusetts Lowell 2001 — 2005
Bachelor of Science
Six Sigma
Green Belt
Rich Cawthron Rich Cawthron's Fidelity Investments Experience 2006 - 2009
Job Computer Lab Manager at Bastrop ISD
Industry Information Technology and Services
Experience
Bastrop ISD August 2011 - Present
Medi-Weightloss Clinics® June 2010 - February 2011
Think Unified October 2009 - March 2010
Fidelity Investments 2006 - 2009
Bank of America June 1996 - June 2006
Skills
Microsoft Excel, Customer Service, Marketing, Team Leadership, Coaching, Strategic Planning, Project Management, Microsoft Office, Outlook, Budgets, Relationship Management, PowerPoint, Recruiting, Account Management, Microsoft Word, Sales, Business Development, Public Speaking, Financial Analysis, Leadership Development, Management, Team Building
Education
Texas A&M University at Galveston 1990 — 1993
Maritime Transportation
Mclennan Community College 1988 — 1990
Bastrop ISD August 2011 - Present
Medi-Weightloss Clinics® June 2010 - February 2011
Think Unified October 2009 - March 2010
Fidelity Investments 2006 - 2009
Bank of America June 1996 - June 2006
Skills
Microsoft Excel, Customer Service, Marketing, Team Leadership, Coaching, Strategic Planning, Project Management, Microsoft Office, Outlook, Budgets, Relationship Management, PowerPoint, Recruiting, Account Management, Microsoft Word, Sales, Business Development, Public Speaking, Financial Analysis, Leadership Development, Management, Team Building
Education
Texas A&M University at Galveston 1990 — 1993
Maritime Transportation
Mclennan Community College 1988 — 1990
Shreya Ishita Shreya Ishita's Fidelity Investments Experience June 2012 - August 2012
Job Investment Banking Associate at AGC Partners
Industry Investment Banking
Experience
AGC Partners 2015 - Present
MediaBridge Capital Advisors January 2015 - May 2015
Exeter Group August 2013 - April 2014
Fidelity Investments June 2012 - August 2012
UIDAI, Government of India May 2011 - August 2011
Skills
Microsoft Office, MS Excel Pivot Tables, Microsoft Excel, Data Analysis, Analysis, Research, PowerPoint, Financial Modeling, Microsoft Word, Public Speaking, Finance, Economics
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Masters in Finance, Finance
Tufts University 2009 — 2013
Bachelor of Science (B.S.), Mathematics and Quantitative Economics, magna cum laude
AGC Partners 2015 - Present
MediaBridge Capital Advisors January 2015 - May 2015
Exeter Group August 2013 - April 2014
Fidelity Investments June 2012 - August 2012
UIDAI, Government of India May 2011 - August 2011
Skills
Microsoft Office, MS Excel Pivot Tables, Microsoft Excel, Data Analysis, Analysis, Research, PowerPoint, Financial Modeling, Microsoft Word, Public Speaking, Finance, Economics
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Masters in Finance, Finance
Tufts University 2009 — 2013
Bachelor of Science (B.S.), Mathematics and Quantitative Economics, magna cum laude
Ed Twiss's Fidelity Investments Experience May 2006 - October 2010
Job Manager, Quality Engineering (Transaction Hub) at Allscripts Healthcare, LLC
Industry Information Technology and Services
Experience
Allscripts December 2011 - March 2014
Quarterline Consulting Services December 2010 - November 2011
Fidelity Investments May 2006 - October 2010
Tufts Health Plan September 2003 - May 2006
Lucent Technologies February 2001 - February 2003
Tibersoft 2000 - 2001
XyEnterprise Solutions Inc. 1998 - 2000
Elcom Systems Inc. 1995 - 1998
Skills
QTP, Quality Center, ClearQuest, Waterfall, Agile, Testing, User Acceptance Testing, Test Cases, SDLC, Agile Methodologies, Requirements Analysis, Software Quality..., Test Automation, Quality Assurance, Software Development, Integration
Education
B.S.B.A MIS, Northeastern University
B.S.B.A, Management Information Systems
Certificate in Project Management, Boston University
Project Management Certificate Program
Massasoit Community College
A.A.S, Computer Science
Allscripts December 2011 - March 2014
Quarterline Consulting Services December 2010 - November 2011
Fidelity Investments May 2006 - October 2010
Tufts Health Plan September 2003 - May 2006
Lucent Technologies February 2001 - February 2003
Tibersoft 2000 - 2001
XyEnterprise Solutions Inc. 1998 - 2000
Elcom Systems Inc. 1995 - 1998
Skills
QTP, Quality Center, ClearQuest, Waterfall, Agile, Testing, User Acceptance Testing, Test Cases, SDLC, Agile Methodologies, Requirements Analysis, Software Quality..., Test Automation, Quality Assurance, Software Development, Integration
Education
B.S.B.A MIS, Northeastern University
B.S.B.A, Management Information Systems
Certificate in Project Management, Boston University
Project Management Certificate Program
Massasoit Community College
A.A.S, Computer Science
Jaheed Mamdani's Fidelity Investments Experience May 2000 - August 2001
Job Global Program Manager Workspace Engineering at IBM Canada Ltd.
Industry Information Technology and Services
Experience
IBM Canada Ltd. June 2010 - Present
United Way of York Region October 2010 - June 2014
Scotia Capital October 2007 - March 2010
RBC Dexia March 2006 - October 2007
Manulife Financial October 2004 - November 2005
Canada Life June 2002 - December 2003
Fidelity Investments May 2000 - August 2001
Skills
Risk Management, Investments, Project Management, Financial Risk, Valuation, Integration, Leadership, Process Improvement, Investment Strategies, Investment Management, Stock Trading, Stock Picking, Strategy, Analysis, Management Consulting, Vendor Management, Non-profit Leadership, Nonprofits, Board of Directors, Board Governance, Renewable Energy, Solar PV, Financial Analysis, Business Transformation, Program Management, Management, Finance, Customer Service, Negotiation, Team Leadership, Business Analysis, Analytics, Change Management, Strategic Planning, Business Strategy, Business Process..., Business Development, Project Planning, Entrepreneurship, Microsoft Office, Banking, Team Building, Operations Management, Consulting, Business Planning
Education
McMaster University 1997 — 2002
Honours Bachelor of Commerce, Major: Finance & Information Systems; Minor: Economics
IBM Canada Ltd. June 2010 - Present
United Way of York Region October 2010 - June 2014
Scotia Capital October 2007 - March 2010
RBC Dexia March 2006 - October 2007
Manulife Financial October 2004 - November 2005
Canada Life June 2002 - December 2003
Fidelity Investments May 2000 - August 2001
Skills
Risk Management, Investments, Project Management, Financial Risk, Valuation, Integration, Leadership, Process Improvement, Investment Strategies, Investment Management, Stock Trading, Stock Picking, Strategy, Analysis, Management Consulting, Vendor Management, Non-profit Leadership, Nonprofits, Board of Directors, Board Governance, Renewable Energy, Solar PV, Financial Analysis, Business Transformation, Program Management, Management, Finance, Customer Service, Negotiation, Team Leadership, Business Analysis, Analytics, Change Management, Strategic Planning, Business Strategy, Business Process..., Business Development, Project Planning, Entrepreneurship, Microsoft Office, Banking, Team Building, Operations Management, Consulting, Business Planning
Education
McMaster University 1997 — 2002
Honours Bachelor of Commerce, Major: Finance & Information Systems; Minor: Economics
Sarah Sumner's Fidelity Investments Experience 1999 - 2000
Job Retired
Industry Human Resources
Experience
Raytheon Company February 2000 - May 2007
Fidelity Investments 1999 - 2000
Digital Equipment Corporation 1983 - 1997
Education
Massachusetts Institute of Technology - Sloan School of Management 1976 — 1978
Raytheon Company February 2000 - May 2007
Fidelity Investments 1999 - 2000
Digital Equipment Corporation 1983 - 1997
Education
Massachusetts Institute of Technology - Sloan School of Management 1976 — 1978
Wennda Yu's Fidelity Investments Experience 1999 - 2002
Job Financial Services Marketing Professional
Industry Financial Services
Experience
MD Financial Management 2012 - Present
Invesco Canada (Invesco Trimark) 2005 - 2011
Gowling Lafleur Henderson LLP 2003 - 2005
Fidelity Investments 1999 - 2002
Dentsu, Young & Rubicam January 1998 - February 1998
Government of Japan 1995 - 1998
CIBC 1994 - 1995
Skills
Management, Business Development, Marketing, Marketing Communications, Customer Service, Program Management, Recruiting, Corporate Communications, Customer Satisfaction, Project Management, Mutual Funds, Team Building, Marketing Strategy, Time Management, Strategic Planning, Strategy
Education
Tokyo University, Japan 1996 — 1998
Japanese Language
University of Siena, Italy 1994 — 1994
Piano Performance
McMaster University 1990 — 1994
Honours BA, English Literature & Language
Royal Conservatory of Music 1980 — 1989
Piano Performance, History and Theory
Ryerson University (Continuing Education)
Marketing, Advertising Copywriting, Editing, Public Relations, Web Publishing
MD Financial Management 2012 - Present
Invesco Canada (Invesco Trimark) 2005 - 2011
Gowling Lafleur Henderson LLP 2003 - 2005
Fidelity Investments 1999 - 2002
Dentsu, Young & Rubicam January 1998 - February 1998
Government of Japan 1995 - 1998
CIBC 1994 - 1995
Skills
Management, Business Development, Marketing, Marketing Communications, Customer Service, Program Management, Recruiting, Corporate Communications, Customer Satisfaction, Project Management, Mutual Funds, Team Building, Marketing Strategy, Time Management, Strategic Planning, Strategy
Education
Tokyo University, Japan 1996 — 1998
Japanese Language
University of Siena, Italy 1994 — 1994
Piano Performance
McMaster University 1990 — 1994
Honours BA, English Literature & Language
Royal Conservatory of Music 1980 — 1989
Piano Performance, History and Theory
Ryerson University (Continuing Education)
Marketing, Advertising Copywriting, Editing, Public Relations, Web Publishing
Diane Lapine, MA, SPHR's Fidelity Investments Experience February 2004 - March 2008
Job Executive and Organizational Coach
Industry Human Resources
Experience
Good Harbor Professional Development and Leadership Coaching October 2011 - Present
Brown Brothers Harriman October 2010 - September 2011
Fidelity Investments February 2004 - March 2008
Fidelity Investments 2000 - 2003
Fidelity Investments September 1998 - June 2000
Fidelity Investments January 1998 - September 1998
Fidelity Investments July 1995 - January 1998
Skills
Executive Coaching, Change Managment, Employee Relations, International HR, Organizational..., Succession Planning, Talent Management, Organizational..., Organizational Design, Organizational..., Performance Management, Onboarding, Deferred Compensation, Workforce Planning, Employee Engagement, Talent Acquisition, Leadership Development, Employee Benefits, HRIS, Career Development, Benefits Administration, Human Resources, Coaching, Private Sector Security..., Training, Strategy, Management Consulting, Management, Leadership, Management Development, HR Consulting, Personnel Management, Change Management
Education
Massachusetts School of Professional Psychology 2010 — 2011
Master of Arts, Organizational Psychology
US State Department Private Sector Security 2007 — 2007
Coaches Training Institute 2005 — 2005
Coach Training Curriculum
University of Massachusetts Boston 1985 — 1988
Bachelor of Arts, Psychology
Good Harbor Professional Development and Leadership Coaching October 2011 - Present
Brown Brothers Harriman October 2010 - September 2011
Fidelity Investments February 2004 - March 2008
Fidelity Investments 2000 - 2003
Fidelity Investments September 1998 - June 2000
Fidelity Investments January 1998 - September 1998
Fidelity Investments July 1995 - January 1998
Skills
Executive Coaching, Change Managment, Employee Relations, International HR, Organizational..., Succession Planning, Talent Management, Organizational..., Organizational Design, Organizational..., Performance Management, Onboarding, Deferred Compensation, Workforce Planning, Employee Engagement, Talent Acquisition, Leadership Development, Employee Benefits, HRIS, Career Development, Benefits Administration, Human Resources, Coaching, Private Sector Security..., Training, Strategy, Management Consulting, Management, Leadership, Management Development, HR Consulting, Personnel Management, Change Management
Education
Massachusetts School of Professional Psychology 2010 — 2011
Master of Arts, Organizational Psychology
US State Department Private Sector Security 2007 — 2007
Coaches Training Institute 2005 — 2005
Coach Training Curriculum
University of Massachusetts Boston 1985 — 1988
Bachelor of Arts, Psychology
Diptanil Paul's Fidelity Investments Experience August 2005 - January 2009
Job TechnoFunctional Lead
Industry Information Technology and Services
Experience
Infosys December 2003 - January 2013
Walmart September 2010 - June 2011
Lowe's January 2010 - September 2010
Fidelity Investments August 2005 - January 2009
Infosys December 2003 - July 2005
Delhi Metro Rail Corporation Ltd August 2002 - November 2003
Skills
SDLC, Requirements Gathering, Software Project..., Oracle E-Business Suite, Requirements Analysis, Business Analysis, Pre-sales, Business Process, Oracle Applications, PL/SQL, Solution Architecture, Oracle, Global Delivery, GRC, Information Security, Oracle Security, Oracle Identity Manager, OAM, IDM, IT Project & Program...
Education
Maulana Azad National Institute of Technology 1998 — 2002
Bachelor of Engineering (B.E.)
Infosys December 2003 - January 2013
Walmart September 2010 - June 2011
Lowe's January 2010 - September 2010
Fidelity Investments August 2005 - January 2009
Infosys December 2003 - July 2005
Delhi Metro Rail Corporation Ltd August 2002 - November 2003
Skills
SDLC, Requirements Gathering, Software Project..., Oracle E-Business Suite, Requirements Analysis, Business Analysis, Pre-sales, Business Process, Oracle Applications, PL/SQL, Solution Architecture, Oracle, Global Delivery, GRC, Information Security, Oracle Security, Oracle Identity Manager, OAM, IDM, IT Project & Program...
Education
Maulana Azad National Institute of Technology 1998 — 2002
Bachelor of Engineering (B.E.)
Ken Bertkau's Fidelity Investments Experience September 2006 - August 2007
Job Fund Accountant at State Street Bank
Industry Biotechnology
Experience
State Street Bank 2007 - Present
Fidelity Investments September 2006 - August 2007
Fidelity Investments 2006 - 2007
Education
McDaniel College 2001 — 2005
State Street Bank 2007 - Present
Fidelity Investments September 2006 - August 2007
Fidelity Investments 2006 - 2007
Education
McDaniel College 2001 — 2005
Jeanne Christie's Fidelity Investments Experience December 2007 - April 2009
Job Executive Assistant at EMD Serono
Industry Financial Services
Experience
EMD Serono April 2000 - Present
Fidelity Investments December 2007 - April 2009
Education
Massasoit Community College 1978 — 1981
Massassoit Community College
EMD Serono April 2000 - Present
Fidelity Investments December 2007 - April 2009
Education
Massasoit Community College 1978 — 1981
Massassoit Community College
Anthony Rigo's Fidelity Investments Experience February 1997 - May 2013
Job Retired
Industry Outsourcing/Offshoring
Experience
Raleigh NC Area June 2013 - Present
Fidelity Investments February 1997 - May 2013
US Army 1977 - 1997
Skills
SDLC, Process Improvement, Leadership, Vendor Management, Program Management, Business Analysis, Employee Benefits, Process Management, Risk Management, Management, Strategy, Project Management, Training, CRM, Databases, Operations Management, Oracle, Business Process..., IT Strategy, Defined Benefit, Outsourcing, Financial Services, PMP, Project Portfolio..., Requirements Gathering, PMO, Cross-functional Team...
Education
Western New England College 1995 — 1997
Master of Business Administration (M.B.A.)
McKendree University 1988 — 1995
Bachelor, Business Administration
Raleigh NC Area June 2013 - Present
Fidelity Investments February 1997 - May 2013
US Army 1977 - 1997
Skills
SDLC, Process Improvement, Leadership, Vendor Management, Program Management, Business Analysis, Employee Benefits, Process Management, Risk Management, Management, Strategy, Project Management, Training, CRM, Databases, Operations Management, Oracle, Business Process..., IT Strategy, Defined Benefit, Outsourcing, Financial Services, PMP, Project Portfolio..., Requirements Gathering, PMO, Cross-functional Team...
Education
Western New England College 1995 — 1997
Master of Business Administration (M.B.A.)
McKendree University 1988 — 1995
Bachelor, Business Administration
Staci Werbin-Tanner's Fidelity Investments Experience July 1999 - June 2000
Job Director, Key Accounts Wealth Distribution at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial January 2015 - Present
Sun Life Financial September 2012 - Present
Invesco Canada (Invesco Trimark) December 2010 - September 2012
Invesco Trimark August 2009 - January 2011
Invesco Trimark July 2000 - August 2009
Fidelity Investments July 1999 - June 2000
Franklin Templeton Investments September 1996 - June 1999
Skills
Building Relationships, Delivering Results, High Energy Level, Drive Results, Sales Presentations, Business Analysis, Business Acumen, Open Communication, Entrepreneurial, Entrepreneurship, Mutual Funds, Marketing Strategy, Investments, Executive Management, Marketing, Retirement Planning, Strategic Partnerships, Business Development, Financial Services, Portfolio Management, Sales, Management, ETFs, Insurance, Investment Strategies, Wealth Management
Education
Herzliah High School 1981 — 1988
McGill University
Bachelor of Arts (BA)
Sun Life Financial January 2015 - Present
Sun Life Financial September 2012 - Present
Invesco Canada (Invesco Trimark) December 2010 - September 2012
Invesco Trimark August 2009 - January 2011
Invesco Trimark July 2000 - August 2009
Fidelity Investments July 1999 - June 2000
Franklin Templeton Investments September 1996 - June 1999
Skills
Building Relationships, Delivering Results, High Energy Level, Drive Results, Sales Presentations, Business Analysis, Business Acumen, Open Communication, Entrepreneurial, Entrepreneurship, Mutual Funds, Marketing Strategy, Investments, Executive Management, Marketing, Retirement Planning, Strategic Partnerships, Business Development, Financial Services, Portfolio Management, Sales, Management, ETFs, Insurance, Investment Strategies, Wealth Management
Education
Herzliah High School 1981 — 1988
McGill University
Bachelor of Arts (BA)
Philip Tse, CISA's Fidelity Investments Experience July 2011 - March 2013
Job Examiner at Federal Reserve Bank of Cleveland
Industry Information Technology and Services
Experience
Federal Reserve Bank of Cleveland March 2013 - Present
Fidelity Investments July 2011 - March 2013
NYSE Euronext April 2006 - July 2011
BNP Paribas July 2004 - April 2006
SunGard Availability Services November 2003 - June 2004
CyberGuard March 2002 - July 2003
Healthanswers.com September 1998 - September 1999
Education
Maurice A. Deane School of Law at Hofstra University 2007 — 2011
J.D., Law
Syracuse University 1999 — 2001
M.S., Telecommunications and Network Mgt.
The Ohio State University 1994 — 1998
B.A., Political Science
Walsh Jesuit High School
Federal Reserve Bank of Cleveland March 2013 - Present
Fidelity Investments July 2011 - March 2013
NYSE Euronext April 2006 - July 2011
BNP Paribas July 2004 - April 2006
SunGard Availability Services November 2003 - June 2004
CyberGuard March 2002 - July 2003
Healthanswers.com September 1998 - September 1999
Education
Maurice A. Deane School of Law at Hofstra University 2007 — 2011
J.D., Law
Syracuse University 1999 — 2001
M.S., Telecommunications and Network Mgt.
The Ohio State University 1994 — 1998
B.A., Political Science
Walsh Jesuit High School
Naima Hoque's Fidelity Investments Experience May 1994 - April 1996
Job Analyst at ALM Kennedy Consulting Research & Advisory
Industry Market Research
Experience
ALM Kennedy Consulting Research & Advisory December 2014 - Present
AME Group October 2013 - September 2014
Seacross Global Advisors, LLC May 2008 - December 2009
Fidelity Management & Research January 2006 - March 2008
Columbia Management April 1996 - January 2006
Fidelity Investments May 1994 - April 1996
Skills
Financial Analysis, Investments, Equity Research, Financial Market..., Telecommunications, Emerging Markets, Financial Projection, Modeling, Analysis, Economics, Valuation, Presentations, Equities, Technology, Building Relationships
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
MS, Finance
University of Pennsylvania - The Wharton School 1983 — 1987
BS, Finance
ALM Kennedy Consulting Research & Advisory December 2014 - Present
AME Group October 2013 - September 2014
Seacross Global Advisors, LLC May 2008 - December 2009
Fidelity Management & Research January 2006 - March 2008
Columbia Management April 1996 - January 2006
Fidelity Investments May 1994 - April 1996
Skills
Financial Analysis, Investments, Equity Research, Financial Market..., Telecommunications, Emerging Markets, Financial Projection, Modeling, Analysis, Economics, Valuation, Presentations, Equities, Technology, Building Relationships
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
MS, Finance
University of Pennsylvania - The Wharton School 1983 — 1987
BS, Finance
Mabel Abraham's Fidelity Investments Experience July 2006 - June 2008
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2006 - June 2008
Fidelity Investments January 2005 - July 2006
Fidelity Investments August 2003 - December 2004
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2015
Doctor of Philosophy (PhD), Organization Studies and Economic Sociology
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2013
Master of Science (MS), Management Research
Providence College 1999 — 2003
Bachelor of Arts (BA), Mathematics
Fidelity Investments July 2006 - June 2008
Fidelity Investments January 2005 - July 2006
Fidelity Investments August 2003 - December 2004
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2015
Doctor of Philosophy (PhD), Organization Studies and Economic Sociology
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2013
Master of Science (MS), Management Research
Providence College 1999 — 2003
Bachelor of Arts (BA), Mathematics
Michelle Fuss's Fidelity Investments Experience 2005 - 2007
Job Senior Manager & Learning Partner, Personal Banking at BMO Financial Group
Industry Professional Training & Coaching
Experience
BMO Financial Group, Institute for Learning January 2015 - Present
Hunt Communication July 2009 - December 2014
Extend Learning & Communications May 2007 - December 2014
Fidelity Investments 2005 - 2007
Fidelity Investments 2000 - 2005
Skills
Marketing Communications, Instructional Design, Internal Communications, Learning & Development..., Workshop Facilitation, Identifying Client Needs, Coaching, Leadership Development, Employee Engagement, Copywriting, Editing, Strategic Communications, Program Management, Change Management, Corporate Communications
Education
University of Toronto - Ontario Institute for Studies in Education 1999 — 2002
M.Ed, Workplace Learning & Change
McGill University 1990 — 1994
B.A., Humanistic Studies
BMO Financial Group, Institute for Learning January 2015 - Present
Hunt Communication July 2009 - December 2014
Extend Learning & Communications May 2007 - December 2014
Fidelity Investments 2005 - 2007
Fidelity Investments 2000 - 2005
Skills
Marketing Communications, Instructional Design, Internal Communications, Learning & Development..., Workshop Facilitation, Identifying Client Needs, Coaching, Leadership Development, Employee Engagement, Copywriting, Editing, Strategic Communications, Program Management, Change Management, Corporate Communications
Education
University of Toronto - Ontario Institute for Studies in Education 1999 — 2002
M.Ed, Workplace Learning & Change
McGill University 1990 — 1994
B.A., Humanistic Studies
Ishri Jokhu's Fidelity Investments Experience March 2002 - Present
Job SR. Systems Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments March 2002 - Present
Fidelity Investments Canada January 2000 - February 2002
CIBC World Markets September 1998 - February 2000
Education
Mohawk College 1994 — 1996
Technology Systems Diploma
McMaster University 1990 — 1994
Bachelors in Physical Education
Fidelity Investments March 2002 - Present
Fidelity Investments Canada January 2000 - February 2002
CIBC World Markets September 1998 - February 2000
Education
Mohawk College 1994 — 1996
Technology Systems Diploma
McMaster University 1990 — 1994
Bachelors in Physical Education
Olusola Akapo's Fidelity Investments Experience June 2005 - August 2005
Job Information Technology Consultant
Industry Computer Software
Experience
ERP Guru, NetSuite Solution Provider January 2015 - August 2015
Schneider Electric November 2013 - June 2014
Caterpillar Inc. July 2012 - April 2013
Integral Technical Services August 2010 - May 2012
IBM Canada Ltd. October 2008 - August 2010
Lab for Imaging Science Research (LaISR) September 2007 - August 2008
Atlantis Energy Systems May 2007 - August 2007
Fidelity Investments June 2005 - August 2005
Skills
C++, Matlab, Java, Image Processing, Product Development, Digital Image Processing, Electrical Engineering, Netsuite, JavaScript
Education
McGill University
Software Development
Tufts University
BS, Electrical Engineering
Tufts University
MS, Electrical Engineering
ERP Guru, NetSuite Solution Provider January 2015 - August 2015
Schneider Electric November 2013 - June 2014
Caterpillar Inc. July 2012 - April 2013
Integral Technical Services August 2010 - May 2012
IBM Canada Ltd. October 2008 - August 2010
Lab for Imaging Science Research (LaISR) September 2007 - August 2008
Atlantis Energy Systems May 2007 - August 2007
Fidelity Investments June 2005 - August 2005
Skills
C++, Matlab, Java, Image Processing, Product Development, Digital Image Processing, Electrical Engineering, Netsuite, JavaScript
Education
McGill University
Software Development
Tufts University
BS, Electrical Engineering
Tufts University
MS, Electrical Engineering
Ed Chang's Fidelity Investments Experience August 1998 - March 2001
Job Distributed Systems capacity planner & Performance Engineer
Industry Information Technology and Services
Experience
UnitedHealth Group October 2010 - Present
BNY Mellon December 2009 - October 2010
Ajilon Consulting March 2009 - December 2009
State Street Global Advisors March 2001 - January 2009
Fidelity Investments August 1998 - March 2001
Millipore August 1995 - February 1998
Earth Tech Environmental LLC September 1992 - January 1995
Systems Applications 1989 - 1991
Skills
ITIL, BMC Patrol, HP Openview, Unix Shell Scripting, Perl, Performance Management, Capacity Building, Capacity Planning, VMware, LPAR, BMc Performance..., SAS
Education
McGill University
M. Sc., Meteorology
National Taiwan University
B. Sc., Atmospheric Sciences
UnitedHealth Group October 2010 - Present
BNY Mellon December 2009 - October 2010
Ajilon Consulting March 2009 - December 2009
State Street Global Advisors March 2001 - January 2009
Fidelity Investments August 1998 - March 2001
Millipore August 1995 - February 1998
Earth Tech Environmental LLC September 1992 - January 1995
Systems Applications 1989 - 1991
Skills
ITIL, BMC Patrol, HP Openview, Unix Shell Scripting, Perl, Performance Management, Capacity Building, Capacity Planning, VMware, LPAR, BMc Performance..., SAS
Education
McGill University
M. Sc., Meteorology
National Taiwan University
B. Sc., Atmospheric Sciences
George Buxbaum's Fidelity Investments Experience September 1995 - Present
Job Senior Development Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 1995 - Present
First Texas Savings 1985 - 1995
Bank of America 1985 - 1995
Affiliated Computer Services 1985 - 1995
Computer Associates 1985 - 1989
Republic Bank Dallas 1980 - 1986
Skills
Software Project..., Agile Methodologies, Requirements Analysis, SDLC, Agile Project Management, Web Services, Business Analysis, Solution Architecture, Systems Analysis, Vendor Management, SOA, Scrum, XML, Oracle, DB2, Team Building, Requirements Gathering, Enterprise Architecture, User Acceptance Testing, Testing, Quality Center, Software Quality..., Data Warehousing, Unix, Business Requirements, Visio, Data Modeling, Software Development, Waterfall, Websphere, PMP, COBOL, Mainframe, PL/SQL, Java Enterprise Edition, Integration, Release Management, SQL, WebSphere, Management, Program Management, Process Improvement, Leadership
Education
McNeese State University 1979 — 1980
Systems Analysis
Fidelity Investments September 1995 - Present
First Texas Savings 1985 - 1995
Bank of America 1985 - 1995
Affiliated Computer Services 1985 - 1995
Computer Associates 1985 - 1989
Republic Bank Dallas 1980 - 1986
Skills
Software Project..., Agile Methodologies, Requirements Analysis, SDLC, Agile Project Management, Web Services, Business Analysis, Solution Architecture, Systems Analysis, Vendor Management, SOA, Scrum, XML, Oracle, DB2, Team Building, Requirements Gathering, Enterprise Architecture, User Acceptance Testing, Testing, Quality Center, Software Quality..., Data Warehousing, Unix, Business Requirements, Visio, Data Modeling, Software Development, Waterfall, Websphere, PMP, COBOL, Mainframe, PL/SQL, Java Enterprise Edition, Integration, Release Management, SQL, WebSphere, Management, Program Management, Process Improvement, Leadership
Education
McNeese State University 1979 — 1980
Systems Analysis
Eileen Clare's Fidelity Investments Experience 1986 - Present
Job Analyst
Industry Financial Services
Experience
Fidelity Investments 1986 - Present
Skills
Mutual Funds
Education
McGill University 1978 — 1983
B of Educ, Early Childhood Education
Fidelity Investments 1986 - Present
Skills
Mutual Funds
Education
McGill University 1978 — 1983
B of Educ, Early Childhood Education
Paul Nixon's Fidelity Investments Experience May 1992 - October 1994
Job Sr Director, Corporate Applications at The Cooperators
Industry Financial Services
Experience
The Co-operators July 2015 - Present
The Co-operators June 2014 - July 2015
Sun Life Financial January 2014 - May 2014
The Co-operators August 2013 - December 2013
Manulife Financial July 2010 - February 2013
Manulife Financial October 2006 - June 2010
Manulife Financial/John Hancock October 2003 - June 2006
Global Strategy Mutual Funds October 1994 - March 2000
Fidelity Investments May 1992 - October 1994
TD 1987 - 1990
Skills
SDLC, Business Analysis, Financial Services, Retirement, Project Management, Mutual Funds, Team Leadership, Investments, Wealth Management, Retirement Planning, Strategic Financial..., Change Management, Risk Management, Vendor Management, Process Improvement, Customer Service, Insurance, Requirements Gathering, Relationship Management, Outsourcing, Business Process, Project Planning, Budgets, Business Requirements, PMO, Project Delivery, Portfolio Management, Business Process..., IT Strategy, Governance, Management, Leadership, Strategy, CRM, Project Portfolio..., Software Development, Program Management, Integration, Team Building, Business Intelligence, Management Consulting, Executive Management, Quality Assurance, Business Strategy, Solution Architecture, ERP, Training, Strategic Planning, Information Technology, E-commerce
Education
McMaster University 1989 — 1989
MBA, General
McMaster University 1979 — 1983
B. Comm, Finance and Information Systems
The Co-operators July 2015 - Present
The Co-operators June 2014 - July 2015
Sun Life Financial January 2014 - May 2014
The Co-operators August 2013 - December 2013
Manulife Financial July 2010 - February 2013
Manulife Financial October 2006 - June 2010
Manulife Financial/John Hancock October 2003 - June 2006
Global Strategy Mutual Funds October 1994 - March 2000
Fidelity Investments May 1992 - October 1994
TD 1987 - 1990
Skills
SDLC, Business Analysis, Financial Services, Retirement, Project Management, Mutual Funds, Team Leadership, Investments, Wealth Management, Retirement Planning, Strategic Financial..., Change Management, Risk Management, Vendor Management, Process Improvement, Customer Service, Insurance, Requirements Gathering, Relationship Management, Outsourcing, Business Process, Project Planning, Budgets, Business Requirements, PMO, Project Delivery, Portfolio Management, Business Process..., IT Strategy, Governance, Management, Leadership, Strategy, CRM, Project Portfolio..., Software Development, Program Management, Integration, Team Building, Business Intelligence, Management Consulting, Executive Management, Quality Assurance, Business Strategy, Solution Architecture, ERP, Training, Strategic Planning, Information Technology, E-commerce
Education
McMaster University 1989 — 1989
MBA, General
McMaster University 1979 — 1983
B. Comm, Finance and Information Systems
Rudi Batic's Fidelity Investments Experience January 2014 - Present
Job Project Analyst at Fidelity
Industry Human Resources
Experience
Fidelity Investments January 2014 - Present
fidelity July 2008 - January 2014
Education
McMaster University 1998 — 2003
B. Eng, Software Engineering
Fidelity Investments January 2014 - Present
fidelity July 2008 - January 2014
Education
McMaster University 1998 — 2003
B. Eng, Software Engineering
Mary Ann Gangemi's Fidelity Investments Experience March 2000 - June 2003
Job Program Coordinator at Commonwealth of Massachusetts
Industry Government Administration
Experience
Commonwealth of Massachusetts January 2015 - Present
Commonwealth of Massachusetts May 2004 - December 2014
Cushing & Dolan, P.C. August 2003 - November 2003
Fidelity Investments March 2000 - June 2003
Putnam Investments September 1999 - March 2000
State Street December 1997 - July 1999
Skills
Policy, Policy Analysis, Government, Public Administration, Public Policy, Politics, Local Government, Political Campaigns, Event Planning, Marketing, Microsoft Excel
Education
Northeastern University 2003 — 2003
Legal Assistant/Paralegal, 3.33
Massasoit Community College
Liberal Arts and Sciences/Liberal Studies
Commonwealth of Massachusetts January 2015 - Present
Commonwealth of Massachusetts May 2004 - December 2014
Cushing & Dolan, P.C. August 2003 - November 2003
Fidelity Investments March 2000 - June 2003
Putnam Investments September 1999 - March 2000
State Street December 1997 - July 1999
Skills
Policy, Policy Analysis, Government, Public Administration, Public Policy, Politics, Local Government, Political Campaigns, Event Planning, Marketing, Microsoft Excel
Education
Northeastern University 2003 — 2003
Legal Assistant/Paralegal, 3.33
Massasoit Community College
Liberal Arts and Sciences/Liberal Studies
Chris Rodgers's Fidelity Investments Experience November 2002 - July 2004
Job Mobility Solutions Architect at AT&T Mobility
Industry Information Technology and Services
Experience
AT&T Big Data and Advanced Solutions MSS July 2012 - Present
Building Legacies Inc. July 2012 - Present
NEC Unified Solutions March 2010 - March 2012
InfoLogix April 2009 - March 2010
AeroScout August 2006 - December 2008
Fujitsu April 2006 - August 2006
DT Net Solutions January 2005 - April 2006
The Planet July 2004 - January 2005
Fidelity Investments November 2002 - July 2004
Skills
Wireless, Integration, Security, Mobile Devices, Project Management, RTLS, Telecommunications, Pre-sales, RFID+, Solution Selling, Troubleshooting, Enterprise Software, WLAN, IoT, M2M, WWAN, Program Management, Product Management, Pricing Strategy, Collaborative Leadership, Cross-team Collaboration
Education
ITT Technical Institute 2003 — 2004
AAS, Computer Networking
McMurry University 1998 — 2002
BBA, Computer Information Systems
AT&T Big Data and Advanced Solutions MSS July 2012 - Present
Building Legacies Inc. July 2012 - Present
NEC Unified Solutions March 2010 - March 2012
InfoLogix April 2009 - March 2010
AeroScout August 2006 - December 2008
Fujitsu April 2006 - August 2006
DT Net Solutions January 2005 - April 2006
The Planet July 2004 - January 2005
Fidelity Investments November 2002 - July 2004
Skills
Wireless, Integration, Security, Mobile Devices, Project Management, RTLS, Telecommunications, Pre-sales, RFID+, Solution Selling, Troubleshooting, Enterprise Software, WLAN, IoT, M2M, WWAN, Program Management, Product Management, Pricing Strategy, Collaborative Leadership, Cross-team Collaboration
Education
ITT Technical Institute 2003 — 2004
AAS, Computer Networking
McMurry University 1998 — 2002
BBA, Computer Information Systems
Kathy Brady-Gill, PMP's Fidelity Investments Experience 1999 - October 2011
Job Project Manager at Compliance Technologies International, LLP
Industry Information Technology and Services
Experience
Compliance Technologies International, LLP September 2011 - Present
Fidelity Investments 1999 - October 2011
CMGI 1996 - 1999
Skills
Business Requirements, Project Management, Software Documentation, SDLC, MS Project, Software Quality..., Program Management, Informatica, Requirements Analysis, Testing, SQL, Agile Methodologies, Cross-functional Team..., Quality Assurance, Microsoft SQL Server, Quality Center, Requirements Gathering, Systems Analysis
Education
McGill University 1980 — 1985
BS, Chemistry
Salem State University
BS, Business Administration
Compliance Technologies International, LLP September 2011 - Present
Fidelity Investments 1999 - October 2011
CMGI 1996 - 1999
Skills
Business Requirements, Project Management, Software Documentation, SDLC, MS Project, Software Quality..., Program Management, Informatica, Requirements Analysis, Testing, SQL, Agile Methodologies, Cross-functional Team..., Quality Assurance, Microsoft SQL Server, Quality Center, Requirements Gathering, Systems Analysis
Education
McGill University 1980 — 1985
BS, Chemistry
Salem State University
BS, Business Administration
Gianna Di Sabato's Fidelity Investments Experience December 2002 - September 2005
Job Manager, Inside Sales at Mackenzie Investments
Industry Wholesale
Experience
Mackenzie Investments March 2015 - Present
Mackenzie Investments April 2012 - Present
AEGON Canada / Transamerica September 2005 - April 2012
Fidelity Investments December 2002 - September 2005
Skills
Sales, Management, Business Planning, Portfolio Management, Investment Strategies, Investments, Mutual Funds, French, Product Marketing, Retail, Wealth Management, Sales Management, Relationship Management, Insurance, Financial Services, Retirement Planning
Education
McGill University 1995 — 1997
B.Comm, Management Science / Marketing
Mackenzie Investments March 2015 - Present
Mackenzie Investments April 2012 - Present
AEGON Canada / Transamerica September 2005 - April 2012
Fidelity Investments December 2002 - September 2005
Skills
Sales, Management, Business Planning, Portfolio Management, Investment Strategies, Investments, Mutual Funds, French, Product Marketing, Retail, Wealth Management, Sales Management, Relationship Management, Insurance, Financial Services, Retirement Planning
Education
McGill University 1995 — 1997
B.Comm, Management Science / Marketing
Bethany Gentry's Fidelity Investments Experience February 2007 - March 2014
Job Legal Compliance Officer at Benefit Strategies
Industry Insurance
Experience
Benefit Strategies September 2015 - Present
Kenison Law Office October 2014 - Present
Fidelity Investments February 2007 - March 2014
The Citizen May 2004 - August 2006
Skills
Financial Services, Relationship Management, Estate Planning, Estate Tax Planning, Legal Writing, Legal Research, Federal Income Tax, Trust Taxation, Estate & Gift Taxation, Retirement Planning
Education
Massachusetts School of Law 2010 — 2014
Doctor of Law (J.D.), Law
Plymouth State University 2007 — 2009
MBA, Finance
Plymouth State University 2000 — 2004
BA, Communication Studies
Benefit Strategies September 2015 - Present
Kenison Law Office October 2014 - Present
Fidelity Investments February 2007 - March 2014
The Citizen May 2004 - August 2006
Skills
Financial Services, Relationship Management, Estate Planning, Estate Tax Planning, Legal Writing, Legal Research, Federal Income Tax, Trust Taxation, Estate & Gift Taxation, Retirement Planning
Education
Massachusetts School of Law 2010 — 2014
Doctor of Law (J.D.), Law
Plymouth State University 2007 — 2009
MBA, Finance
Plymouth State University 2000 — 2004
BA, Communication Studies
Catrina Devlin's Fidelity Investments Experience December 2006 - August 2010
Job Manager, Inside Sales at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds August 2014 - Present
Dynamic Funds August 2010 - July 2014
Fidelity Investments December 2006 - August 2010
Skills
Investment Strategies, Retirement Planning, Financial Advisory, Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Investment Advisory, Investments, Alternative Investments, Asset Management, Financial Services, Fixed Income, Investment Management, Securities, Strategic Financial..., Wealth
Education
McMaster University 1998 — 2003
Honors Bachelor of Science, Biology with a minor in Anthropology
Dynamic Funds August 2014 - Present
Dynamic Funds August 2010 - July 2014
Fidelity Investments December 2006 - August 2010
Skills
Investment Strategies, Retirement Planning, Financial Advisory, Wealth Management, Asset Allocation, Mutual Funds, Portfolio Management, Investment Advisory, Investments, Alternative Investments, Asset Management, Financial Services, Fixed Income, Investment Management, Securities, Strategic Financial..., Wealth
Education
McMaster University 1998 — 2003
Honors Bachelor of Science, Biology with a minor in Anthropology
Linda Holland's Fidelity Investments Experience September 1979 - December 2001
Job Attorney at Linda C. Holland, Attorney at Law
Industry Law Practice
Experience
Linda C. Holland, Attorney at Law January 2006 - Present
Fidelity Investments September 1979 - December 2001
Skills
Litigation, Compliance, Courts, Family Law, Probate, Employment Litigation, Mediation, Wills, Guardianships, Financial Regulation, Financial Services, Domestic Relations, Paternity, Civil Litigation, Prenuptial Agreements, Trials, Powers of Attorney, Legal Compliance, Securities, Divorce Law, Employment Law, Probation, Trial Practice, Legal Research, Torts, Guardianship, Alternative Dispute..., Appeals, Personal Injury, Legal Writing
Education
Massachusetts School of Law 2002 — 2005
JD, Legal Studies
University of Massachusetts, Amherst 1970 — 1974
BA, Psychology
Linda C. Holland, Attorney at Law January 2006 - Present
Fidelity Investments September 1979 - December 2001
Skills
Litigation, Compliance, Courts, Family Law, Probate, Employment Litigation, Mediation, Wills, Guardianships, Financial Regulation, Financial Services, Domestic Relations, Paternity, Civil Litigation, Prenuptial Agreements, Trials, Powers of Attorney, Legal Compliance, Securities, Divorce Law, Employment Law, Probation, Trial Practice, Legal Research, Torts, Guardianship, Alternative Dispute..., Appeals, Personal Injury, Legal Writing
Education
Massachusetts School of Law 2002 — 2005
JD, Legal Studies
University of Massachusetts, Amherst 1970 — 1974
BA, Psychology
Cheryl Alvarez's Fidelity Investments Experience May 2003 - November 2005
Job Experienced Product Manager
Industry Investment Management
Experience
BMO Investments Inc. October 2012 - February 2014
BMO Investments Inc. August 2010 - January 2012
CIBC Asset Management October 2006 - July 2010
CIBC Asset Management December 2005 - September 2006
Fidelity Investments May 2003 - November 2005
Skills
Product Management, Mutual Funds, Separately Managed..., Client Service, Product Marketing, Financial Services, Project Management, Business Development, Client Services, Program Management, Business Analysis, Strategy
Education
Canadian Securities Institute
Canadian Investment Manager
McMaster University 1998 — 2003
Bachelors of Commerce, Business
BMO Investments Inc. October 2012 - February 2014
BMO Investments Inc. August 2010 - January 2012
CIBC Asset Management October 2006 - July 2010
CIBC Asset Management December 2005 - September 2006
Fidelity Investments May 2003 - November 2005
Skills
Product Management, Mutual Funds, Separately Managed..., Client Service, Product Marketing, Financial Services, Project Management, Business Development, Client Services, Program Management, Business Analysis, Strategy
Education
Canadian Securities Institute
Canadian Investment Manager
McMaster University 1998 — 2003
Bachelors of Commerce, Business
Ian Mashal's Fidelity Investments Experience June 2010 - August 2010
Job Senior Analyst at Bloom Tree Partners
Industry Investment Management
Experience
Bloom Tree Partners February 2013 - Present
Woodbine Capital Advisors LP July 2011 - February 2013
Amethyst Capital Management, L.P. January 2011 - June 2011
Fidelity Investments June 2010 - August 2010
Sheffield Asset Management 2010 - 2010
Haywood Securities September 2007 - June 2009
IMASA LTD June 2003 - September 2007
Skills
Competitive Analysis, Portfolio Management, Equities, Valuation, Financial Modeling, Hedge Funds, Bloomberg, Investment Management, Management, Alternative Investments, Equity Research, Asset Management, Investments
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration (MBA), Finance and Management, 3.94 GPA, 740 GMAT
McGill University 1999 — 2003
Bachelor of Arts, Economics, Psychology and Business, 3.73
CFA Charter holder
Passed all 3 levels on first attempt.
Bloom Tree Partners February 2013 - Present
Woodbine Capital Advisors LP July 2011 - February 2013
Amethyst Capital Management, L.P. January 2011 - June 2011
Fidelity Investments June 2010 - August 2010
Sheffield Asset Management 2010 - 2010
Haywood Securities September 2007 - June 2009
IMASA LTD June 2003 - September 2007
Skills
Competitive Analysis, Portfolio Management, Equities, Valuation, Financial Modeling, Hedge Funds, Bloomberg, Investment Management, Management, Alternative Investments, Equity Research, Asset Management, Investments
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration (MBA), Finance and Management, 3.94 GPA, 740 GMAT
McGill University 1999 — 2003
Bachelor of Arts, Economics, Psychology and Business, 3.73
CFA Charter holder
Passed all 3 levels on first attempt.
Nicolas Bellemare's Fidelity Investments Experience August 2012 - Present
Job Equity Research Associate at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2012 - Present
McGill Investment Club April 2011 - May 2012
Desautels Capital Management October 2010 - May 2012
Fidelity Investments May 2011 - August 2011
Linda Johnston Financial Solutions May 2008 - January 2011
BourseInvestir April 2005 - June 2007
Skills
Equity Valuation, Bloomberg, Valuation, Portfolio Management, Equity Research, Bloomberg Terminal, Corporate Finance, Equities, Financial Modeling, Capital Markets, Analysis, Time Management, Financial Analysis, Mutual Funds, PowerPoint, Microsoft Excel, Fixed Income, French, Investments, Economics, Strategy
Education
McGill University 2009 — 2012
Bcom, Honours in Investment Management, 3.97/4.00
Collège de Bois-de-Boulogne 2007 — 2009
DEC, Administration
Canadian Securities Institute 2007 — 2008
Canadian Securities Course
Fidelity Investments August 2012 - Present
McGill Investment Club April 2011 - May 2012
Desautels Capital Management October 2010 - May 2012
Fidelity Investments May 2011 - August 2011
Linda Johnston Financial Solutions May 2008 - January 2011
BourseInvestir April 2005 - June 2007
Skills
Equity Valuation, Bloomberg, Valuation, Portfolio Management, Equity Research, Bloomberg Terminal, Corporate Finance, Equities, Financial Modeling, Capital Markets, Analysis, Time Management, Financial Analysis, Mutual Funds, PowerPoint, Microsoft Excel, Fixed Income, French, Investments, Economics, Strategy
Education
McGill University 2009 — 2012
Bcom, Honours in Investment Management, 3.97/4.00
Collège de Bois-de-Boulogne 2007 — 2009
DEC, Administration
Canadian Securities Institute 2007 — 2008
Canadian Securities Course
Marla Laddaoui's Fidelity Investments Experience May 2007 - August 2007
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments May 2007 - August 2007
New York Life Insurance Company, Sales Material Review Unit April 1999 - July 2004
Education
Maurice A. Deane School of Law at Hofstra University 1991 — 1994
J.D., Law
University of Michigan 1988 — 1991
B.A., Sociology
Fidelity Investments May 2007 - August 2007
New York Life Insurance Company, Sales Material Review Unit April 1999 - July 2004
Education
Maurice A. Deane School of Law at Hofstra University 1991 — 1994
J.D., Law
University of Michigan 1988 — 1991
B.A., Sociology
Brian Kwiatkowski's Fidelity Investments Experience 2008 - 2009
Job Human Resources Professional
Industry Human Resources
Experience
Fidelity Investments 2008 - 2009
Fidelity Investments 2005 - 2008
Hamilton Health Sciences June 2005 - July 2005
Education
Mohawk College 2004 — 2005
Human Resource Management
McMaster University 1997 — 1999
Bachelor's, Social Sciences
Fidelity Investments 2008 - 2009
Fidelity Investments 2005 - 2008
Hamilton Health Sciences June 2005 - July 2005
Education
Mohawk College 2004 — 2005
Human Resource Management
McMaster University 1997 — 1999
Bachelor's, Social Sciences
Geoffrey McGill's Fidelity Investments Experience March 2005 - September 2005
Job Vice President at Barclays
Industry Banking
Experience
Barclays April 2015 - Present
Shearman & Sterling LLP October 2008 - March 2015
Fidelity Investments March 2005 - September 2005
Skills
Securities Regulation, Derivatives, Legal Writing, Legal Research, Corporate Law
Education
University of Toronto 2005 — 2008
JD, Law
McGill University 2000 — 2004
B.A., Environment and Development; Economics
Barclays April 2015 - Present
Shearman & Sterling LLP October 2008 - March 2015
Fidelity Investments March 2005 - September 2005
Skills
Securities Regulation, Derivatives, Legal Writing, Legal Research, Corporate Law
Education
University of Toronto 2005 — 2008
JD, Law
McGill University 2000 — 2004
B.A., Environment and Development; Economics
Mark Bankay's Fidelity Investments Experience April 2001 - January 2006
Job Managing Director, Product Development North America at Manulife Asset Management
Industry Financial Services
Experience
Manulife Asset Management July 2013 - Present
Manulife Asset Management January 2011 - July 2013
Hartford Investments January 2008 - January 2011
AGF Management Limited January 2006 - January 2008
Fidelity Investments April 2001 - January 2006
Russell Investments July 1997 - July 2000
Canada Trust November 1993 - July 1997
Education
McMaster University
Manulife Asset Management July 2013 - Present
Manulife Asset Management January 2011 - July 2013
Hartford Investments January 2008 - January 2011
AGF Management Limited January 2006 - January 2008
Fidelity Investments April 2001 - January 2006
Russell Investments July 1997 - July 2000
Canada Trust November 1993 - July 1997
Education
McMaster University
Sara Tariq's Fidelity Investments Experience April 2006 - November 2009
Job TESL Instructor at English Encounters
Industry Education Management
Experience
English Encounters June 2011 - Present
Halton Multicultural Council June 2011 - September 2012
Newcomer Centre of Peel February 2011 - May 2011
Toronto Catholic District School Board May 2010 - June 2010
Fidelity Investments April 2006 - November 2009
Skills
•Proficient in..., Classroom, English, Teamwork, Financial Analysis, Analysis, Data Analysis, Business Analysis, Microsoft Excel, Risk Management, Team Leadership, Financial Reporting, Microsoft Office, Process Improvement, Team Management, Teaching, ESL, Training
Education
University of Toronto 2009 — 2010
TESOL Certification
McMaster University 2000 — 2004
BA, Economics
Glendale Secondary School 1996 — 2000
English Encounters June 2011 - Present
Halton Multicultural Council June 2011 - September 2012
Newcomer Centre of Peel February 2011 - May 2011
Toronto Catholic District School Board May 2010 - June 2010
Fidelity Investments April 2006 - November 2009
Skills
•Proficient in..., Classroom, English, Teamwork, Financial Analysis, Analysis, Data Analysis, Business Analysis, Microsoft Excel, Risk Management, Team Leadership, Financial Reporting, Microsoft Office, Process Improvement, Team Management, Teaching, ESL, Training
Education
University of Toronto 2009 — 2010
TESOL Certification
McMaster University 2000 — 2004
BA, Economics
Glendale Secondary School 1996 — 2000
Paul Peer's Fidelity Investments Experience April 2014 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments September 2013 - April 2014
Fidelity Investments February 2012 - September 2013
Fidelity Investments February 2011 - January 2012
Fidelity Investments 2006 - January 2011
Skills
Requirements Analysis, Analysis, Testing, Business Analysis, User Acceptance Testing, Quality Center, Business Requirements, Customer Relations, Excel, Requirements Gathering, Mutual Funds, Certified Financial..., Personal Financial..., Agile & Waterfall..., Blueprint, Pensions, Wealth Management, Financial Advisory, Investments, Financial Services, Securities, Customer Service, Investment Strategies, Relationship Management, Risk Management
Education
McMaster University 1994 — 2000
Honours Commerce
Fidelity Investments April 2014 - Present
Fidelity Investments September 2013 - April 2014
Fidelity Investments February 2012 - September 2013
Fidelity Investments February 2011 - January 2012
Fidelity Investments 2006 - January 2011
Skills
Requirements Analysis, Analysis, Testing, Business Analysis, User Acceptance Testing, Quality Center, Business Requirements, Customer Relations, Excel, Requirements Gathering, Mutual Funds, Certified Financial..., Personal Financial..., Agile & Waterfall..., Blueprint, Pensions, Wealth Management, Financial Advisory, Investments, Financial Services, Securities, Customer Service, Investment Strategies, Relationship Management, Risk Management
Education
McMaster University 1994 — 2000
Honours Commerce
Andrew Debnam's Fidelity Investments Experience 1999 - December 2010
Job National Account Management/ Business Development/New Channel Development
Industry Financial Services
Experience
Alpha Sights/Advantus Global-Independent Consultant September 2014 - Present
UBS Global Asset Management Canada February 2012 - June 2014
Andrew Debnam December 2010 - December 2011
Fidelity Investments 1999 - December 2010
Fidelity Investments 1998 - 1999
Fidelity Investments 1996 - 1998
Equion Securities 1992 - 1995
Skills
Mutual Funds, Sales Management, Strategic Planning, Wealth, Business Strategy, Investments, Negotiation, Product Marketing, Asset Allocation, Retirement Planning, Customer Retention, Coaching, Project Management, Wealth Management, Relationship Management, Portfolio Management, Sales, Management, Business Development, Product Development, CRM, Financial Services, Investment Strategies, Sales Operations, Investment Advisory, ETFs, Asset Management, Finance, Equities, Financial Advisory, Retirement, Alternative Investments, Fixed Income, Securities, Investment Management, Hedge Funds, Strategic Financial..., Pensions, Bonds, Risk Management, Financial Analysis, Capital Markets, Financial Modeling, Strategy, Leadership
Education
McMaster University 1983 — 1987
BSc, Geography
Canadian Securities Institute
CSC
Alpha Sights/Advantus Global-Independent Consultant September 2014 - Present
UBS Global Asset Management Canada February 2012 - June 2014
Andrew Debnam December 2010 - December 2011
Fidelity Investments 1999 - December 2010
Fidelity Investments 1998 - 1999
Fidelity Investments 1996 - 1998
Equion Securities 1992 - 1995
Skills
Mutual Funds, Sales Management, Strategic Planning, Wealth, Business Strategy, Investments, Negotiation, Product Marketing, Asset Allocation, Retirement Planning, Customer Retention, Coaching, Project Management, Wealth Management, Relationship Management, Portfolio Management, Sales, Management, Business Development, Product Development, CRM, Financial Services, Investment Strategies, Sales Operations, Investment Advisory, ETFs, Asset Management, Finance, Equities, Financial Advisory, Retirement, Alternative Investments, Fixed Income, Securities, Investment Management, Hedge Funds, Strategic Financial..., Pensions, Bonds, Risk Management, Financial Analysis, Capital Markets, Financial Modeling, Strategy, Leadership
Education
McMaster University 1983 — 1987
BSc, Geography
Canadian Securities Institute
CSC
Rodney Elliott's Fidelity Investments Experience May 2009 - Present
Job .
Industry Printing
Experience
Multi-Color Corporation September 2014 - Present
Fidelity Investments May 2009 - Present
Bowe Bell+ Howell November 2001 - March 2009
Technotrim 1996 - 2001
Toyota Motor Manufacturing, KY Inc. 1994 - 1995
Renegade's CB Radio Sales & Service 1993 - 1994
Skills
Comptia A+ Certified, CompTIA Network+..., XP, Technical Support, Active Directory, Printers, Windows Server, Network Administration, Network Security, DNS, DHCP, PLC Programming, Motor Control, Electrical..., Industrial Controls, Perl Script, MicroLogix, PLC Allen Bradley, Visual Basic, Computer Forensics, Electrical Safety, AutoCAD, Windows XP, Laptops, Software Installation, Customer Service, Project Management, Cross-functional Team..., Team Building, Vendor Management
Education
Maysville Community and Technical College 2009 — 2011
Associate of Science (A.S.), Information Technology/IT Security
Northern Kentucky University 1993 — 1994
Electronics Engineering Technology
Maysville Community and Technical College 1989 — 1992
Associate of Science (A.S.), Industrial/Electrical Technology
Multi-Color Corporation September 2014 - Present
Fidelity Investments May 2009 - Present
Bowe Bell+ Howell November 2001 - March 2009
Technotrim 1996 - 2001
Toyota Motor Manufacturing, KY Inc. 1994 - 1995
Renegade's CB Radio Sales & Service 1993 - 1994
Skills
Comptia A+ Certified, CompTIA Network+..., XP, Technical Support, Active Directory, Printers, Windows Server, Network Administration, Network Security, DNS, DHCP, PLC Programming, Motor Control, Electrical..., Industrial Controls, Perl Script, MicroLogix, PLC Allen Bradley, Visual Basic, Computer Forensics, Electrical Safety, AutoCAD, Windows XP, Laptops, Software Installation, Customer Service, Project Management, Cross-functional Team..., Team Building, Vendor Management
Education
Maysville Community and Technical College 2009 — 2011
Associate of Science (A.S.), Information Technology/IT Security
Northern Kentucky University 1993 — 1994
Electronics Engineering Technology
Maysville Community and Technical College 1989 — 1992
Associate of Science (A.S.), Industrial/Electrical Technology
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank