Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Employee
Years
Job
Industry
Brenda Walsh Brenda Walsh's Fidelity Investments Experience August 1998 - February 2013
Job VP Business Support
Industry Banking
Experience
Bank of America February 2013 - Present
Fidelity Investments August 1998 - February 2013
Xtra Corporation 1997 - 1998
Sappi 1996 - 1997
Raytheon 1985 - 1996
Skills
Management, Treasury Management, Strategy, Treasury Services, Relationship Management, Business Process..., Process Improvement, Treasury, Corporate Finance, SDLC, Start-ups, Project Management, Strategic Leadership, Credit Cards
Education
University of Massachusetts Lowell 1996 — 1998
MBA Certificate Program, Business Administration
Merrimack College
BA, Economics
Bank of America February 2013 - Present
Fidelity Investments August 1998 - February 2013
Xtra Corporation 1997 - 1998
Sappi 1996 - 1997
Raytheon 1985 - 1996
Skills
Management, Treasury Management, Strategy, Treasury Services, Relationship Management, Business Process..., Process Improvement, Treasury, Corporate Finance, SDLC, Start-ups, Project Management, Strategic Leadership, Credit Cards
Education
University of Massachusetts Lowell 1996 — 1998
MBA Certificate Program, Business Administration
Merrimack College
BA, Economics
Chanze Wellington Chanze Wellington's Fidelity Investments Experience October 2012 - May 2015
Job Operations Specialist at RGT Wealth Advisors
Industry Financial Services
Experience
RGT Wealth Advisors May 2015 - Present
Fidelity Investments October 2012 - May 2015
ARC of Rockland September 2008 - October 2012
Chase March 2010 - July 2011
Brookstone January 2005 - May 2009
Skills
Mutual Funds, Fixed Income, Equities, Cost Basis Reporting, Tax Reporting, Bonds
Education
Mercy College 2004 — 2008
Bachelor's Degree, Criminal Justice, 3.34
RGT Wealth Advisors May 2015 - Present
Fidelity Investments October 2012 - May 2015
ARC of Rockland September 2008 - October 2012
Chase March 2010 - July 2011
Brookstone January 2005 - May 2009
Skills
Mutual Funds, Fixed Income, Equities, Cost Basis Reporting, Tax Reporting, Bonds
Education
Mercy College 2004 — 2008
Bachelor's Degree, Criminal Justice, 3.34
Sarah Bardowell Sarah Bardowell's Fidelity Investments Experience September 2015 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments October 2012 - September 2015
Fidelity Investments August 2009 - September 2012
Fidelity Investments December 2008 - August 2009
Skills
Microsoft Office, Oracle, HTML, Teaching Experience, Viola, Access, Microsoft Excel, Query Writing, Legal Writing
Education
Meredith College Paralegal Program 2011 — 2012
Legal Assistant/Paralegal
Meredith College 2002 — 2006
BS, History
Fidelity Investments September 2015 - Present
Fidelity Investments October 2012 - September 2015
Fidelity Investments August 2009 - September 2012
Fidelity Investments December 2008 - August 2009
Skills
Microsoft Office, Oracle, HTML, Teaching Experience, Viola, Access, Microsoft Excel, Query Writing, Legal Writing
Education
Meredith College Paralegal Program 2011 — 2012
Legal Assistant/Paralegal
Meredith College 2002 — 2006
BS, History
Dave Sciuto Dave Sciuto's Fidelity Investments Experience October 2007 - February 2008
Job Apple Systems Engineer & Multimedia/UI Design
Industry Media Production
Experience
David C. Sciuto Apple Systems Engineer & UI Design June 2014 - Present
CADDEDGE April 2014 - June 2014
Hittite Microwave Corporation July 2012 - April 2014
Kronos, Inc. March 2008 - October 2010
Fidelity Investments October 2007 - February 2008
Montserrat College of Art November 2005 - October 2007
Apple Computer November 2001 - September 2005
CM Access 2004 - 2005
Polaroid May 2003 - May 2004
Graphx Incorporated September 1998 - May 2001
Skills
Mac, Illustrator, Photoshop, PowerPoint, Adobe Creative Suite, Customer Service, User Interface Design, Graphic Design, Final Cut Pro, QuarkXPress, Photography, ePub, Product Development, Trade Shows, iBooks Authoring, ScreenFlow, Camtasia, Microsoft Office, InDesign, Operating Systems, Web Design, HTML, CSS, JavaScript, Advertising, Customer Relations, Social Media, Problem Solving, Mentoring, Public Speaking, Teaching, Outlook, Quality Assurance, Packaging, Flash, Brochures, OS X, Email Marketing, Multimedia, CMS, Illustration, Pre-press, Video Editing, User Interface, Visual Communication, Publishing, Adobe Acrobat, Catalogs, Layout, Video
Education
Worcester Polytechnic Institute 2014 — 2014
Project Management
American Graphics Institute 2013 — 2013
e-Publishing for iOS, Android, and Kindle
Internal Apple Technical Certification Courses 2001 — 2004
Desktop/Laptop Troubleshooting and Repair
New Horizon 1998 — 2003
Flash and Interactive Media Certification Courses
ITT Technical Institute - Boston, Polaroid Internal 1998 — 2001
Systems Software and Interface Hardware Installation
Merrimack College 1984 — 1984
Basic Language Programming
Art Institute of Boston 1978 — 1982
BA, Technical Illustration and the Commercial Arts
David C. Sciuto Apple Systems Engineer & UI Design June 2014 - Present
CADDEDGE April 2014 - June 2014
Hittite Microwave Corporation July 2012 - April 2014
Kronos, Inc. March 2008 - October 2010
Fidelity Investments October 2007 - February 2008
Montserrat College of Art November 2005 - October 2007
Apple Computer November 2001 - September 2005
CM Access 2004 - 2005
Polaroid May 2003 - May 2004
Graphx Incorporated September 1998 - May 2001
Skills
Mac, Illustrator, Photoshop, PowerPoint, Adobe Creative Suite, Customer Service, User Interface Design, Graphic Design, Final Cut Pro, QuarkXPress, Photography, ePub, Product Development, Trade Shows, iBooks Authoring, ScreenFlow, Camtasia, Microsoft Office, InDesign, Operating Systems, Web Design, HTML, CSS, JavaScript, Advertising, Customer Relations, Social Media, Problem Solving, Mentoring, Public Speaking, Teaching, Outlook, Quality Assurance, Packaging, Flash, Brochures, OS X, Email Marketing, Multimedia, CMS, Illustration, Pre-press, Video Editing, User Interface, Visual Communication, Publishing, Adobe Acrobat, Catalogs, Layout, Video
Education
Worcester Polytechnic Institute 2014 — 2014
Project Management
American Graphics Institute 2013 — 2013
e-Publishing for iOS, Android, and Kindle
Internal Apple Technical Certification Courses 2001 — 2004
Desktop/Laptop Troubleshooting and Repair
New Horizon 1998 — 2003
Flash and Interactive Media Certification Courses
ITT Technical Institute - Boston, Polaroid Internal 1998 — 2001
Systems Software and Interface Hardware Installation
Merrimack College 1984 — 1984
Basic Language Programming
Art Institute of Boston 1978 — 1982
BA, Technical Illustration and the Commercial Arts
June McQueen June McQueen's Fidelity Investments Experience June 2015 - Present
Job Recruiter | Fidelity Investments
Industry Staffing and Recruiting
Experience
Fidelity Investments June 2015 - Present
MetLife March 2014 - June 2015
Deutsche Bank August 2013 - March 2014
NetApp October 2011 - May 2013
NetApp April 2012 - September 2012
NetApp October 2011 - March 2012
ABB April 2011 - October 2011
Cisco February 2005 - April 2007
GlaxoSmithKline January 2004 - February 2005
Santa Clara Vallley Water District March 2001 - June 2002
Skills
Recruiting, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Onboarding, Talent Management, College Recruiting, Human Resources, Interviews, Sourcing, Management, Hiring, SDLC, Employee Benefits, Program Management, Time Management, Internet Recruiting, Leadership, Process Improvement, Vendor Management, Employee Relations, Team Building, Communication, Event Management, BrassRing, Temporary Placement
Education
Meredith College
Bachelors
Fidelity Investments June 2015 - Present
MetLife March 2014 - June 2015
Deutsche Bank August 2013 - March 2014
NetApp October 2011 - May 2013
NetApp April 2012 - September 2012
NetApp October 2011 - March 2012
ABB April 2011 - October 2011
Cisco February 2005 - April 2007
GlaxoSmithKline January 2004 - February 2005
Santa Clara Vallley Water District March 2001 - June 2002
Skills
Recruiting, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Onboarding, Talent Management, College Recruiting, Human Resources, Interviews, Sourcing, Management, Hiring, SDLC, Employee Benefits, Program Management, Time Management, Internet Recruiting, Leadership, Process Improvement, Vendor Management, Employee Relations, Team Building, Communication, Event Management, BrassRing, Temporary Placement
Education
Meredith College
Bachelors
Dan Loughman Dan Loughman's Fidelity Investments Experience 1993 - 1995
Job Financial Professional
Industry Accounting
Experience
GSI Group 1994 - 2014
Fidelity Investments 1993 - 1995
General Electric Aerospace and RCA Corporation 1978 - 1992
Skills
Accounting, Finance, Financial Analysis, Financial Accounting, Credit and Collections, Budgeting, Forecasting, Variance Analysis, Account Reconciliation
Education
NH Graduate School of Business 1990 — 1994
MBA Finance
Merrimack College 1971 — 1975
Bachelor of Science (B.S.), Accounting and Finance
GSI Group 1994 - 2014
Fidelity Investments 1993 - 1995
General Electric Aerospace and RCA Corporation 1978 - 1992
Skills
Accounting, Finance, Financial Analysis, Financial Accounting, Credit and Collections, Budgeting, Forecasting, Variance Analysis, Account Reconciliation
Education
NH Graduate School of Business 1990 — 1994
MBA Finance
Merrimack College 1971 — 1975
Bachelor of Science (B.S.), Accounting and Finance
Christopher Hayes, CFP® Christopher Hayes, CFP®'s Fidelity Investments Experience January 2015 - Present
Job Senior Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments February 2012 - January 2015
Fidelity Investments November 2007 - February 2012
Skills
Financial Planning, Series 7, Series 66, Retirement Income..., Saving for Education, Investments, Strategic Financial..., Securities, Uniform Combined State..., Fixed Income, Mutual Funds
Education
Merrimack College 2008 — 2011
Certificate in Financial Planning, Financial Planning and Services
Saint Anselm College 2003 — 2007
Bachelor of Arts, Business- Finance
Fidelity Investments January 2015 - Present
Fidelity Investments February 2012 - January 2015
Fidelity Investments November 2007 - February 2012
Skills
Financial Planning, Series 7, Series 66, Retirement Income..., Saving for Education, Investments, Strategic Financial..., Securities, Uniform Combined State..., Fixed Income, Mutual Funds
Education
Merrimack College 2008 — 2011
Certificate in Financial Planning, Financial Planning and Services
Saint Anselm College 2003 — 2007
Bachelor of Arts, Business- Finance
Chris Morcone Chris Morcone's Fidelity Investments Experience 1998 - 2001
Job President at C Morcone Painting & Remodeling Inc.
Industry Construction
Experience
C Morcone Painting & Remodeling Inc. August 2004 - Present
C. Morcone Painting & Remodeling Inc. 2004 - Present
Allmerica 2001 - 2002
Fidelity Investments 1998 - 2001
W.E. Donahue RIA 1997 - 1998
First Investors Corp 1995 - 1997
Skills
Real Estate, Investment Properties, Investments, Finance, Property, Renovation, Contract Management, Project Management, Contract Negotiation, Project Planning, Budgets, Construction, Operations Management, Customer Service, Sales, Marketing, Customer Relations, Problem Resolution, Business Management, Strategic Planning, Selling, Team Building, New Business Development, Referrals, Sales Management, Property Management, Single Family Homes, Contractors, Residential Homes, Small Business, Negotiation, Flooring, Management
Education
Merrimack College 1989 — 1994
Business Administration and Management, General
Milford High Grad 1989
C Morcone Painting & Remodeling Inc. August 2004 - Present
C. Morcone Painting & Remodeling Inc. 2004 - Present
Allmerica 2001 - 2002
Fidelity Investments 1998 - 2001
W.E. Donahue RIA 1997 - 1998
First Investors Corp 1995 - 1997
Skills
Real Estate, Investment Properties, Investments, Finance, Property, Renovation, Contract Management, Project Management, Contract Negotiation, Project Planning, Budgets, Construction, Operations Management, Customer Service, Sales, Marketing, Customer Relations, Problem Resolution, Business Management, Strategic Planning, Selling, Team Building, New Business Development, Referrals, Sales Management, Property Management, Single Family Homes, Contractors, Residential Homes, Small Business, Negotiation, Flooring, Management
Education
Merrimack College 1989 — 1994
Business Administration and Management, General
Milford High Grad 1989
Jordan Ford Jordan Ford's Fidelity Investments Experience February 2015 - Present
Job VP Integrated Guidance Technology at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments June 2007 - February 2015
Fidelity Investments August 2003 - June 2007
WinMill Software August 1998 - August 2003
Skills
SDLC, Software Project..., Vendor Management, Business Analysis, Process Improvement, Agile Methodologies, Program Management
Education
Mercer University
Mercer University
Fidelity Investments February 2015 - Present
Fidelity Investments June 2007 - February 2015
Fidelity Investments August 2003 - June 2007
WinMill Software August 1998 - August 2003
Skills
SDLC, Software Project..., Vendor Management, Business Analysis, Process Improvement, Agile Methodologies, Program Management
Education
Mercer University
Mercer University
Michael Rebelo PMP Michael Rebelo PMP's Fidelity Investments Experience December 2014 - Present
Job Sr Manager IT Product Mgmt at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments February 2012 - December 2014
Fidelity Investments March 2011 - January 2012
Fidelity Investments July 2008 - August 2011
Fidelity Investments July 2005 - June 2008
Fidelity Investments January 2002 - June 2005
Fidelity Investments March 2001 - December 2001
Investors Bank & Trust May 1999 - March 2001
Investors Bank & Trust May 1998 - August 1998
Investors Bank & Trust August 1997 - January 1998
Skills
Problem Solving, Project Implementation, Business Analysis, Client Engagement, HRIS, Requirements Analysis, Documentation, Payroll, Software Documentation, Creative Solutions, Agile Methodologies, Customer Engagement, Visio, Testing, SharePoint, Quality Center, Quality Assurance, Project Portfolio..., Project Management, Outsourcing, Management, Business Process
Education
Project Management Institute 2010 — 2010
Project Management Professional Certificate, Project Management
Merrimack College 1995 — 2000
Bachelor of Science, Marketing; Business Administration
Fidelity Investments December 2014 - Present
Fidelity Investments February 2012 - December 2014
Fidelity Investments March 2011 - January 2012
Fidelity Investments July 2008 - August 2011
Fidelity Investments July 2005 - June 2008
Fidelity Investments January 2002 - June 2005
Fidelity Investments March 2001 - December 2001
Investors Bank & Trust May 1999 - March 2001
Investors Bank & Trust May 1998 - August 1998
Investors Bank & Trust August 1997 - January 1998
Skills
Problem Solving, Project Implementation, Business Analysis, Client Engagement, HRIS, Requirements Analysis, Documentation, Payroll, Software Documentation, Creative Solutions, Agile Methodologies, Customer Engagement, Visio, Testing, SharePoint, Quality Center, Quality Assurance, Project Portfolio..., Project Management, Outsourcing, Management, Business Process
Education
Project Management Institute 2010 — 2010
Project Management Professional Certificate, Project Management
Merrimack College 1995 — 2000
Bachelor of Science, Marketing; Business Administration
Jonas Brier, CFP® Jonas Brier, CFP®'s Fidelity Investments Experience January 2000 - June 2011
Job CERTIFIED FINANCIAL PLANNER(tm)
Industry Financial Services
Experience
New York Life October 2011 - Present
BNI Integrity Partners September 2013 - Present
Manchester Eagles (Pop Warner Football) September 2014 - Present
Fidelity Investments January 2000 - June 2011
A F Doyle 1998 - 1999
Arkansas Travelers February 1997 - September 1997
Education
Hallsville School
Hallsville School
The College of Wooster 1992 — 1996
BA, Sociology
Merrimack College 2009 — 2010
cfp, financial planning
Natick High
New York Life October 2011 - Present
BNI Integrity Partners September 2013 - Present
Manchester Eagles (Pop Warner Football) September 2014 - Present
Fidelity Investments January 2000 - June 2011
A F Doyle 1998 - 1999
Arkansas Travelers February 1997 - September 1997
Education
Hallsville School
Hallsville School
The College of Wooster 1992 — 1996
BA, Sociology
Merrimack College 2009 — 2010
cfp, financial planning
Natick High
Robert Clark, PMP Robert Clark, PMP's Fidelity Investments Experience March 2006 - December 2008
Job Corporate Team Leader II at Partners HealthCare
Industry Information Technology and Services
Experience
Partners HealthCare January 2012 - Present
Massachusetts General Hospital (MGH) August 2009 - January 2012
Fidelity Investments March 2006 - December 2008
Fidelity Investments November 2004 - February 2006
Fidelity Investments January 2000 - October 2004
Fidelity Investments February 1997 - December 1999
Fidelity Investments April 1991 - January 1997
The Data Group Corporation June 1989 - March 1991
Wang Laboratories June 1986 - May 1989
Massachusetts General Hospital June 1984 - May 1986
Skills
Coaching
Education
Salem State University 1973 — 1977
B.A., Biology
Merrimack College
Certificate, Project Management
Southern New Hampshire University
Certificate in Computer Programming
Suffolk University
MBA Coursework
Partners HealthCare January 2012 - Present
Massachusetts General Hospital (MGH) August 2009 - January 2012
Fidelity Investments March 2006 - December 2008
Fidelity Investments November 2004 - February 2006
Fidelity Investments January 2000 - October 2004
Fidelity Investments February 1997 - December 1999
Fidelity Investments April 1991 - January 1997
The Data Group Corporation June 1989 - March 1991
Wang Laboratories June 1986 - May 1989
Massachusetts General Hospital June 1984 - May 1986
Skills
Coaching
Education
Salem State University 1973 — 1977
B.A., Biology
Merrimack College
Certificate, Project Management
Southern New Hampshire University
Certificate in Computer Programming
Suffolk University
MBA Coursework
Billy Feeney Billy Feeney's Fidelity Investments Experience 1992 - 1994
Job Client Director Business Solutions at Merrill Communications
Industry Financial Services
Experience
Merrill Communications January 2011 - Present
Merrill Corporation 2000 - 2010
Daniels Printing 1994 - 2000
Fidelity Investments 1992 - 1994
Houghton Mifflin 1990 - 1992
Woburn Printing Company 1984 - 1990
Skills
Direct Marketing, Financial Services, Healthcare Services, Variable Data Printing, New Business Development, Product Management, Account Management, Salesforce.com, Strategy, Management, Business Intelligence, Sales, Marketing, B2B, Offset Printing, Direct Mail, Relationship Management, Marketing Communications
Education
Merrimack College 1987 — 1991
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Woburn High
Merrill Communications January 2011 - Present
Merrill Corporation 2000 - 2010
Daniels Printing 1994 - 2000
Fidelity Investments 1992 - 1994
Houghton Mifflin 1990 - 1992
Woburn Printing Company 1984 - 1990
Skills
Direct Marketing, Financial Services, Healthcare Services, Variable Data Printing, New Business Development, Product Management, Account Management, Salesforce.com, Strategy, Management, Business Intelligence, Sales, Marketing, B2B, Offset Printing, Direct Mail, Relationship Management, Marketing Communications
Education
Merrimack College 1987 — 1991
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Woburn High
Garrett Cooney Garrett Cooney's Fidelity Investments Experience September 2005 - March 2009
Job Independent. Searching for new opportunities
Industry Investment Management
Experience
Searching for new opportunities August 2015 - Present
Right Pond December 2014 - Present
New York Life Investment Management October 2013 - May 2014
Enquiron February 2010 - August 2013
Headship Global Solutions October 2009 - December 2010
Fidelity Investments September 2005 - March 2009
Fidelity Investments August 2001 - October 2005
Fidelity Investments April 1998 - August 2000
Skills
Wealth Management, Retirement, Business Development, CRM, Risk Management, Investments, Relationship Management, Business Planning, Management, Insurance, Strategic Partnerships, Market Research, Sales Management, Sales, Team Management, Asset Allocation, Strategy, Leadership, Financial Services, Retirement Planning, Mutual Funds
Education
Merrimack College 2000 — 2002
CFP Cert, Certified Financial Planning
Nichols College 1988 — 1992
Bachelor’s Degree, Marketing
Holy Name
Searching for new opportunities August 2015 - Present
Right Pond December 2014 - Present
New York Life Investment Management October 2013 - May 2014
Enquiron February 2010 - August 2013
Headship Global Solutions October 2009 - December 2010
Fidelity Investments September 2005 - March 2009
Fidelity Investments August 2001 - October 2005
Fidelity Investments April 1998 - August 2000
Skills
Wealth Management, Retirement, Business Development, CRM, Risk Management, Investments, Relationship Management, Business Planning, Management, Insurance, Strategic Partnerships, Market Research, Sales Management, Sales, Team Management, Asset Allocation, Strategy, Leadership, Financial Services, Retirement Planning, Mutual Funds
Education
Merrimack College 2000 — 2002
CFP Cert, Certified Financial Planning
Nichols College 1988 — 1992
Bachelor’s Degree, Marketing
Holy Name
Sean Aulson, PMP, CSM, ITIL Sean Aulson, PMP, CSM, ITIL's Fidelity Investments Experience November 2001 - February 2010
Job Vendor Relationship Manager / Training Consultant at Commonwealth of Massachusetts
Industry Education Management
Experience
Commonwealth of Massachusetts - ITD Capital PMO March 2014 - Present
Self Employed February 2010 - Present
Commonwealth of Massachusetts - Dept. of Higher Ed October 2012 - June 2013
Commonwealth of Massachusetts - Information Technology Division May 2011 - September 2012
Fidelity Investments November 2001 - February 2010
Commonwealth of Massachusetts June 2001 - November 2001
Knowledge Impact (formerly Professional Development Group) June 2000 - June 2001
Commonwealth of Massachusetts July 1999 - June 2000
Professional Development Group December 1997 - July 1999
Various consulting firms... January 1992 - December 1997
Skills
Program Management, Instructional Design, Change Management, Vendor Management, CRM, Project Management, PMP, Leadership, Business Analysis, Management, Training, Management Consulting, ITIL, Blended Learning, Strategic Planning, Requirements Analysis, Project Portfolio..., Team Leadership, E-Learning, IT Service Management
Education
Merrimack College
Commonwealth of Massachusetts - ITD Capital PMO March 2014 - Present
Self Employed February 2010 - Present
Commonwealth of Massachusetts - Dept. of Higher Ed October 2012 - June 2013
Commonwealth of Massachusetts - Information Technology Division May 2011 - September 2012
Fidelity Investments November 2001 - February 2010
Commonwealth of Massachusetts June 2001 - November 2001
Knowledge Impact (formerly Professional Development Group) June 2000 - June 2001
Commonwealth of Massachusetts July 1999 - June 2000
Professional Development Group December 1997 - July 1999
Various consulting firms... January 1992 - December 1997
Skills
Program Management, Instructional Design, Change Management, Vendor Management, CRM, Project Management, PMP, Leadership, Business Analysis, Management, Training, Management Consulting, ITIL, Blended Learning, Strategic Planning, Requirements Analysis, Project Portfolio..., Team Leadership, E-Learning, IT Service Management
Education
Merrimack College
Tasha Friend Tasha Friend's Fidelity Investments Experience February 2005 - August 2008
Job Manager, HR Technology at Red Hat
Industry Human Resources
Experience
Red Hat May 2015 - Present
Red Hat August 2012 - April 2015
Sensus October 2011 - August 2012
Dex One August 2009 - October 2011
CARQUEST August 2008 - January 2009
Fidelity Investments February 2005 - August 2008
United States Air Force February 1993 - January 2001
Skills
Business Process, Project Management, Performance Management, Analysis, Management, Human Resources, Oracle, Talent Management, HRIS, Business Requirements, Oracle E-Business Suite, Testing, Business Analysis, Vendor Management, Process Improvement, Payroll, Business Process..., Leadership, Training, Requirements Gathering, Cross-functional Team..., Software Documentation
Education
Meredith College
MBA
North Carolina Wesleyan College 2006 — 2008
B.S., Computer Information Systems
North Carolina Wesleyan College 2000 — 2003
B.S., Business Administration
Red Hat May 2015 - Present
Red Hat August 2012 - April 2015
Sensus October 2011 - August 2012
Dex One August 2009 - October 2011
CARQUEST August 2008 - January 2009
Fidelity Investments February 2005 - August 2008
United States Air Force February 1993 - January 2001
Skills
Business Process, Project Management, Performance Management, Analysis, Management, Human Resources, Oracle, Talent Management, HRIS, Business Requirements, Oracle E-Business Suite, Testing, Business Analysis, Vendor Management, Process Improvement, Payroll, Business Process..., Leadership, Training, Requirements Gathering, Cross-functional Team..., Software Documentation
Education
Meredith College
MBA
North Carolina Wesleyan College 2006 — 2008
B.S., Computer Information Systems
North Carolina Wesleyan College 2000 — 2003
B.S., Business Administration
Kathleen Winslow Kathleen Winslow's Fidelity Investments Experience June 2014 - Present
Job Associate Quality Assurance Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments May 2013 - June 2014
The Limited August 2012 - June 2014
Quintiles May 2012 - October 2012
Mathnasium - The Math Learning Center October 2011 - May 2012
Meredith College August 2011 - May 2012
Altec May 2011 - August 2011
Skills
Microsoft Office, Java, Windows 7, Social Media, HTML 5, Quality Center, SQL, PowerPoint, Microsoft Windows 98, Matlab, Adobe Acrobat, SharePoint, Microsoft Word, Management, Access
Education
Meredith College 2010 — 2014
Bachelor of Arts (B.A.), Computer Science
Clayton High School 2006 — 2010
High School Diploma
Fidelity Investments June 2014 - Present
Fidelity Investments May 2013 - June 2014
The Limited August 2012 - June 2014
Quintiles May 2012 - October 2012
Mathnasium - The Math Learning Center October 2011 - May 2012
Meredith College August 2011 - May 2012
Altec May 2011 - August 2011
Skills
Microsoft Office, Java, Windows 7, Social Media, HTML 5, Quality Center, SQL, PowerPoint, Microsoft Windows 98, Matlab, Adobe Acrobat, SharePoint, Microsoft Word, Management, Access
Education
Meredith College 2010 — 2014
Bachelor of Arts (B.A.), Computer Science
Clayton High School 2006 — 2010
High School Diploma
Mark Rosen, MBB's Fidelity Investments Experience January 2007 - December 2008
Job Director of Enterprise Process Improvement Lean Six Sigma Master Black Belt at TJX
Industry Retail
Experience
TJX February 2010 - Present
Nadastra, Inc. August 2009 - February 2010
Fidelity Investments January 2007 - December 2008
Fidelity Investments May 2006 - December 2006
Fidelity Investments March 2004 - April 2006
Fidelity Investments December 1992 - February 2004
Skills
Six Sigma, Process Improvement, Business Process..., Continuous Improvement, Operational Excellence, Process Management, Program Management, Balanced Scorecard, PMO, Metrics, PMP, Performance Management, Outsourcing, Process Mapping, Process Engineering, Operations Management, Visio, Lean Manufacturing, Change Management, Business Process, Quality Assurance, Strategy, Call Centers, Management, Leadership, Cross-functional Team..., SDLC, Business Process Mapping, Analysis
Education
Suffolk University 1989 — 1990
MBA, Business Administration
University of Massachusetts, Amherst 1982 — 1987
Bachelors of Business Administration, Management
University College Cork 1984 — 1985
Commerce
IBM Consulting
Black Belt
Merrimack College
PMP
Six Sigma Academy
Master Black Belt
Quality and Productivity Solutions, Inc.
Design for Six Sigma Certified
The Ohio State University Fisher College of Business
Lean Tool Awareness Certificate Program
MoreSteam University
Lean Six Sigma Executive Green Belt, Lean Six Sigma
TJX February 2010 - Present
Nadastra, Inc. August 2009 - February 2010
Fidelity Investments January 2007 - December 2008
Fidelity Investments May 2006 - December 2006
Fidelity Investments March 2004 - April 2006
Fidelity Investments December 1992 - February 2004
Skills
Six Sigma, Process Improvement, Business Process..., Continuous Improvement, Operational Excellence, Process Management, Program Management, Balanced Scorecard, PMO, Metrics, PMP, Performance Management, Outsourcing, Process Mapping, Process Engineering, Operations Management, Visio, Lean Manufacturing, Change Management, Business Process, Quality Assurance, Strategy, Call Centers, Management, Leadership, Cross-functional Team..., SDLC, Business Process Mapping, Analysis
Education
Suffolk University 1989 — 1990
MBA, Business Administration
University of Massachusetts, Amherst 1982 — 1987
Bachelors of Business Administration, Management
University College Cork 1984 — 1985
Commerce
IBM Consulting
Black Belt
Merrimack College
PMP
Six Sigma Academy
Master Black Belt
Quality and Productivity Solutions, Inc.
Design for Six Sigma Certified
The Ohio State University Fisher College of Business
Lean Tool Awareness Certificate Program
MoreSteam University
Lean Six Sigma Executive Green Belt, Lean Six Sigma
Dane Loree's Fidelity Investments Experience May 2012 - August 2014
Job Financial Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management September 2014 - Present
Fidelity Investments May 2012 - August 2014
MFS Investment Management December 2010 - July 2011
Procter & Gamble January 2010 - August 2010
Mansfield Community Center May 2008 - September 2008
FedEx Ground May 2008 - August 2008
Corporate Translations Inc April 2005 - August 2007
Skills
Accounting, Internal Controls, Auditing, Finance, Microsoft Office
Education
Merrimack College 2007 — 2012
Bachelor's Degree, Accounting
Wellington Management September 2014 - Present
Fidelity Investments May 2012 - August 2014
MFS Investment Management December 2010 - July 2011
Procter & Gamble January 2010 - August 2010
Mansfield Community Center May 2008 - September 2008
FedEx Ground May 2008 - August 2008
Corporate Translations Inc April 2005 - August 2007
Skills
Accounting, Internal Controls, Auditing, Finance, Microsoft Office
Education
Merrimack College 2007 — 2012
Bachelor's Degree, Accounting
Andrea Heil Andrea Heil's Fidelity Investments Experience 1990 - 1990
Job Adjunct Instructor at North Shore Community College
Industry Professional Training & Coaching
Experience
North Shore Community College October 2012 - Present
Andrea Heil, LLC October 1997 - Present
Coldwell Banker Real Estate 2008 - 2010
Direct Marketing PetEdge 2008 - 2008
T.K. Keith Company 2007 - 2008
GMAC Home Services 1996 - 2008
GMAC Home Services 2005 - 2007
Pencil Pusher Tax Software 1989 - 1995
Fidelity Investments 1990 - 1990
Skills
Training, Succession Planning, GoToMeeting, Cross-functional Team..., Real Estate, Microsoft Office, WebEx, Instructional Design, Customer Service, Call Centers, Program Management, Project Management, Management, CRM, Salesforce.com, Leadership, Software Documentation, Business Development, Analysis, Customer Satisfaction, Risk Management, New Business Development, Coaching, Team Building, Human Resources, Enterprise Software, Sales, Negotiation, Recruiting, Team Leadership, Leadership Development, SDLC, E-commerce, Selling, Staff Development, Strategy, Strategic Planning, Vendor Management, Sales Management, Consulting, Process Improvement, Marketing, Organizational..., Public Speaking, Product Management, Nonprofits
Education
Merrimack College
B.S., Business
Saugus High
North Shore Community College October 2012 - Present
Andrea Heil, LLC October 1997 - Present
Coldwell Banker Real Estate 2008 - 2010
Direct Marketing PetEdge 2008 - 2008
T.K. Keith Company 2007 - 2008
GMAC Home Services 1996 - 2008
GMAC Home Services 2005 - 2007
Pencil Pusher Tax Software 1989 - 1995
Fidelity Investments 1990 - 1990
Skills
Training, Succession Planning, GoToMeeting, Cross-functional Team..., Real Estate, Microsoft Office, WebEx, Instructional Design, Customer Service, Call Centers, Program Management, Project Management, Management, CRM, Salesforce.com, Leadership, Software Documentation, Business Development, Analysis, Customer Satisfaction, Risk Management, New Business Development, Coaching, Team Building, Human Resources, Enterprise Software, Sales, Negotiation, Recruiting, Team Leadership, Leadership Development, SDLC, E-commerce, Selling, Staff Development, Strategy, Strategic Planning, Vendor Management, Sales Management, Consulting, Process Improvement, Marketing, Organizational..., Public Speaking, Product Management, Nonprofits
Education
Merrimack College
B.S., Business
Saugus High
Amy Powell Amy Powell's Fidelity Investments Experience September 2007 - December 2008
Job Recruitment Buisness Partner at Alexander Mann at Credit Suisse
Industry Human Resources
Experience
Credit Suisse October 2014 - Present
SAS July 2010 - October 2014
AllscriptsMisys August 2009 - July 2010
Fidelity Investments September 2007 - December 2008
Wachovia September 2002 - August 2007
Jasper's Great American Eatery 1999 - 2006
Jasper's Great American Eatery 1999 - 2006
IBM 1999 - 2001
Skills
Recruiting, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Interviews, Internet Recruiting, Sourcing, Employee Relations, College Recruiting, Screening, Human Resources, HRIS, Employee Engagement, Talent Management, Cold Calling, Employee Benefits, Screening Resumes, Vendor Management, Executive Search, New Hire Orientations, SDLC, Temporary Placement, Management, Hiring, Program Management, Payroll, Strategy, Training, Temporary Staffing, Leadership, Consulting, Contract Recruitment, CRM, Performance Management, Time Management, Onboarding, Benefits Negotiation, SaaS, Employer Branding, Taleo, Customer Retention, Background Checks, Personnel Management, Recruitment Advertising, PeopleSoft, Workforce Planning
Education
Meredith College
BA, Political Science
St. Mary's
Associate's degree
Credit Suisse October 2014 - Present
SAS July 2010 - October 2014
AllscriptsMisys August 2009 - July 2010
Fidelity Investments September 2007 - December 2008
Wachovia September 2002 - August 2007
Jasper's Great American Eatery 1999 - 2006
Jasper's Great American Eatery 1999 - 2006
IBM 1999 - 2001
Skills
Recruiting, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Interviews, Internet Recruiting, Sourcing, Employee Relations, College Recruiting, Screening, Human Resources, HRIS, Employee Engagement, Talent Management, Cold Calling, Employee Benefits, Screening Resumes, Vendor Management, Executive Search, New Hire Orientations, SDLC, Temporary Placement, Management, Hiring, Program Management, Payroll, Strategy, Training, Temporary Staffing, Leadership, Consulting, Contract Recruitment, CRM, Performance Management, Time Management, Onboarding, Benefits Negotiation, SaaS, Employer Branding, Taleo, Customer Retention, Background Checks, Personnel Management, Recruitment Advertising, PeopleSoft, Workforce Planning
Education
Meredith College
BA, Political Science
St. Mary's
Associate's degree
Andrea Quagenti Andrea Quagenti's Fidelity Investments Experience November 1998 - February 2008
Job Founder / Creative Writer at Blessed Always
Industry Health, Wellness and Fitness
Experience
https://www.facebook.com/BlessedAlways22 2012 - Present
Sea Dog Brew Pub April 2012 - October 2012
Financial Planning Solutions, Inc. December 2010 - April 2012
The Bulfinch Group 2010 - December 2010
Fidelity Investments November 1998 - February 2008
Fidelity Investments August 2001 - May 2004
Skills
Asset Allocation, Banking, Budgets, Business Development, Customer Service, Disability Insurance, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Planners, Financial Risk, Financial Services, High Net Worth..., Insurance, Investments, Leadership, Management, Marketing, Mutual Funds, Personal Finance, Portfolio Management, Project Planning, Relationship Management, Retirement, Retirement Planning, Risk Management, Sales, Securities, Small Business, Strategic Financial..., Strategic Planning, Tax, Training, Wealth, Wealth Management, Financial Planning
Education
Merrimack College 2008 — 2008
Certificate in Financial Planning
Salem State University 1992 — 1997
Our Lady of Nazareth Academy 1988 — 1992
Diploma, College Prepatory
NSCC
https://www.facebook.com/BlessedAlways22 2012 - Present
Sea Dog Brew Pub April 2012 - October 2012
Financial Planning Solutions, Inc. December 2010 - April 2012
The Bulfinch Group 2010 - December 2010
Fidelity Investments November 1998 - February 2008
Fidelity Investments August 2001 - May 2004
Skills
Asset Allocation, Banking, Budgets, Business Development, Customer Service, Disability Insurance, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Planners, Financial Risk, Financial Services, High Net Worth..., Insurance, Investments, Leadership, Management, Marketing, Mutual Funds, Personal Finance, Portfolio Management, Project Planning, Relationship Management, Retirement, Retirement Planning, Risk Management, Sales, Securities, Small Business, Strategic Financial..., Strategic Planning, Tax, Training, Wealth, Wealth Management, Financial Planning
Education
Merrimack College 2008 — 2008
Certificate in Financial Planning
Salem State University 1992 — 1997
Our Lady of Nazareth Academy 1988 — 1992
Diploma, College Prepatory
NSCC
Robert Roselli, CFP® Robert Roselli, CFP®'s Fidelity Investments Experience 1994 - 1996
Job Financial Professional at Highland Financial Group
Industry Financial Services
Experience
Highland Financial Group December 2014 - Present
Santander Bank, N.A. November 2013 - November 2014
Highland Financial Group June 2011 - November 2013
Wellington Management July 2010 - February 2011
BNY Mellon September 2006 - July 2010
BNY Mellon October 2003 - September 2006
Primerica Financial Services September 1999 - September 2003
BNY Mellon December 1996 - September 1999
Fidelity Investments 1994 - 1996
State Street Bank 1991 - 1994
Education
Merrimack College 2006 — 2008
CFP, certificate of advanced study in financial planning
Merrimack College 1987 — 1991
B.S, Accounting
Highland Financial Group December 2014 - Present
Santander Bank, N.A. November 2013 - November 2014
Highland Financial Group June 2011 - November 2013
Wellington Management July 2010 - February 2011
BNY Mellon September 2006 - July 2010
BNY Mellon October 2003 - September 2006
Primerica Financial Services September 1999 - September 2003
BNY Mellon December 1996 - September 1999
Fidelity Investments 1994 - 1996
State Street Bank 1991 - 1994
Education
Merrimack College 2006 — 2008
CFP, certificate of advanced study in financial planning
Merrimack College 1987 — 1991
B.S, Accounting
Jason Denig, MBA Jason Denig, MBA's Fidelity Investments Experience June 2007 - December 2007
Job Accounting Manager at Valore Inc.
Industry Accounting
Experience
Valore Inc. May 2015 - Present
Wyless August 2013 - May 2015
American Well Corp. March 2013 - August 2013
Aspect Software 2012 - 2013
Bridgeline Digital October 2009 - September 2012
Beacon Power Corporation June 2008 - October 2009
Fidelity Investments June 2007 - December 2007
Skills
Visual Enterprise, Microsoft Office, Financial Reporting, Microsoft Dynamics, Accounting, Leadership, Revenue Recognition, Process Improvement, Forecasting, Business Analysis, Financial Analysis, Sarbanes-Oxley Act
Education
Suffolk University - Sawyer School of Management 2011 — 2013
MBA, Concentration in Accounting
Merrimack College 2005 — 2009
Bachelors of Science in Business Administration, Accounting
Valore Inc. May 2015 - Present
Wyless August 2013 - May 2015
American Well Corp. March 2013 - August 2013
Aspect Software 2012 - 2013
Bridgeline Digital October 2009 - September 2012
Beacon Power Corporation June 2008 - October 2009
Fidelity Investments June 2007 - December 2007
Skills
Visual Enterprise, Microsoft Office, Financial Reporting, Microsoft Dynamics, Accounting, Leadership, Revenue Recognition, Process Improvement, Forecasting, Business Analysis, Financial Analysis, Sarbanes-Oxley Act
Education
Suffolk University - Sawyer School of Management 2011 — 2013
MBA, Concentration in Accounting
Merrimack College 2005 — 2009
Bachelors of Science in Business Administration, Accounting
Michael Wengal Michael Wengal's Fidelity Investments Experience September 2004 - December 2004
Job Writing and Editing Professional
Industry Writing and Editing
Experience
Millipore August 2010 - Present
Walk for OI January 2005 - Present
Monster Worldwide July 2008 - February 2009
Sun Life Financial September 2007 - April 2008
State Street (formerly IBT) August 2006 - September 2007
iMoneyNet April 2006 - August 2006
BioExecutive International Magazine November 2005 - April 2006
Waters June 2005 - September 2005
Fidelity Investments September 2004 - December 2004
Storage Magazine (TechTarget) July 2004 - August 2004
Skills
Web Content, Editing, Copywriting, Marketing, Newsletters, Information Architecture, Technical Writing, Proposal Writing, Marketing Communications, Copy Editing, Content Management, Web Analytics, User Interface Design, Product Development, User Experience, Email Marketing, Project Management, Advertising, Publishing, Web Content Management
Education
Northeastern University 1997 — 2003
Certificate
Merrimack College 1985 — 1989
BA
Millipore August 2010 - Present
Walk for OI January 2005 - Present
Monster Worldwide July 2008 - February 2009
Sun Life Financial September 2007 - April 2008
State Street (formerly IBT) August 2006 - September 2007
iMoneyNet April 2006 - August 2006
BioExecutive International Magazine November 2005 - April 2006
Waters June 2005 - September 2005
Fidelity Investments September 2004 - December 2004
Storage Magazine (TechTarget) July 2004 - August 2004
Skills
Web Content, Editing, Copywriting, Marketing, Newsletters, Information Architecture, Technical Writing, Proposal Writing, Marketing Communications, Copy Editing, Content Management, Web Analytics, User Interface Design, Product Development, User Experience, Email Marketing, Project Management, Advertising, Publishing, Web Content Management
Education
Northeastern University 1997 — 2003
Certificate
Merrimack College 1985 — 1989
BA
Jeff McManus Jeff McManus's Fidelity Investments Experience November 1997 - March 2000
Job Vice President and Retail Financial Consultant at Rockland Trust Financial Services
Industry Financial Services
Experience
Rockland Trust Financial Services December 2012 - Present
Bank of America Merrill Lynch December 2010 - June 2012
AARP Financial November 2005 - October 2010
Mercer Human Resource Consulting January 2005 - August 2005
Putnam Investments 2000 - 2004
Fidelity Investments November 1997 - March 2000
US Army Reserve 1993 - 1999
Skills
Series 7, Series 63, Series 65, Licensed Life Insurance..., Financial Advisory, Consultative Style, Portfolio Management, Investments, Fixed Income, Equities, Mutual Funds, Annuities, Alternative Investments, Asset Allocation, Compliance, Operations, Insurance, ERISA, Risk Management, Financial Analysis, Retirement Planning, Finance, Series 6, Investment Advisory, Financial Services, IRAs, Relationship Management, Securities, FINRA, Wealth Management, 401k, Retirement
Education
Merrimack College 2007 — 2008
Certificate in Advanced Financial Planning, Financial Planning and Services
Moravian College 1989 — 1993
BA, Spanish, Political Science
Rockland Trust Financial Services December 2012 - Present
Bank of America Merrill Lynch December 2010 - June 2012
AARP Financial November 2005 - October 2010
Mercer Human Resource Consulting January 2005 - August 2005
Putnam Investments 2000 - 2004
Fidelity Investments November 1997 - March 2000
US Army Reserve 1993 - 1999
Skills
Series 7, Series 63, Series 65, Licensed Life Insurance..., Financial Advisory, Consultative Style, Portfolio Management, Investments, Fixed Income, Equities, Mutual Funds, Annuities, Alternative Investments, Asset Allocation, Compliance, Operations, Insurance, ERISA, Risk Management, Financial Analysis, Retirement Planning, Finance, Series 6, Investment Advisory, Financial Services, IRAs, Relationship Management, Securities, FINRA, Wealth Management, 401k, Retirement
Education
Merrimack College 2007 — 2008
Certificate in Advanced Financial Planning, Financial Planning and Services
Moravian College 1989 — 1993
BA, Spanish, Political Science
Glenn M. Robinson, Esq. Glenn M. Robinson, Esq.'s Fidelity Investments Experience January 1998 - August 2008
Job Attorney at Wright Law Associates, Inc.
Industry Law Practice
Experience
Wright Law Associates, Inc. January 2012 - Present
Fidelity Investments January 1998 - August 2008
Skills
Legal Research, Estate Planning, Bankruptcy, Legal Writing, Real Estate Transactions, Mediation
Education
Roger Williams University School of Law 2008 — 2011
JD, Cum Laude, Law
Merrimack College
Bachelor of Arts (B.A.), Political Science
Salve Regina University
Master of Arts (M.A.), International Relations
Wright Law Associates, Inc. January 2012 - Present
Fidelity Investments January 1998 - August 2008
Skills
Legal Research, Estate Planning, Bankruptcy, Legal Writing, Real Estate Transactions, Mediation
Education
Roger Williams University School of Law 2008 — 2011
JD, Cum Laude, Law
Merrimack College
Bachelor of Arts (B.A.), Political Science
Salve Regina University
Master of Arts (M.A.), International Relations
Andrew Crane Andrew Crane's Fidelity Investments Experience 2001 - 2007
Job Sales and Project Management
Industry Construction
Experience
The Dolomite Group 2011 - Present
The Bonadio Group 2009 - 2011
Rochester Business Alliance 2007 - 2009
Fidelity Investments 2001 - 2007
Skills
Project Management, Strategic Planning, Recruiting, Talent Acquisition, Team Building, Sales, Marketing, Quality Control
Education
Mercyhurst College
BA, Marketing/Business Management
The Dolomite Group 2011 - Present
The Bonadio Group 2009 - 2011
Rochester Business Alliance 2007 - 2009
Fidelity Investments 2001 - 2007
Skills
Project Management, Strategic Planning, Recruiting, Talent Acquisition, Team Building, Sales, Marketing, Quality Control
Education
Mercyhurst College
BA, Marketing/Business Management
Antonia Dudley Antonia Dudley's Fidelity Investments Experience December 2009 - March 2010
Job Consumer Services Professional
Industry Consumer Services
Experience
NRECA November 2010 - April 2011
Lennar March 2010 - October 2010
Fidelity Investments December 2009 - March 2010
CompUSA April 2009 - December 2009
Education
Institute of Spiritual Enlightenment 2010 — 2014
Meredith College 2008 — 2010
Associates, History, Ancient Culture
St. Margaret's School For Girls 2005 — 2007
HS Diploma
NRECA November 2010 - April 2011
Lennar March 2010 - October 2010
Fidelity Investments December 2009 - March 2010
CompUSA April 2009 - December 2009
Education
Institute of Spiritual Enlightenment 2010 — 2014
Meredith College 2008 — 2010
Associates, History, Ancient Culture
St. Margaret's School For Girls 2005 — 2007
HS Diploma
Elisabeth Harris, MBA, PMP Elisabeth Harris, MBA, PMP's Fidelity Investments Experience September 2005 - March 2006
Job Principal Consultant, Project Manager at BCBSNC at NTT Data Corporation
Industry Information Technology and Services
Experience
NTT Data Corporation September 2013 - Present
Siemens Medical Solutions September 2011 - September 2013
Siemens Medical Solutions November 2010 - September 2011
Asparity Decision Solutions April 2006 - February 2010
Fidelity Investments September 2005 - March 2006
N.C. State Employees Credit Union August 2004 - May 2005
Skills
Microsoft Office, CRM, MS Project, Project Planning, Process Improvement, PMP, Project Management, Cross-functional Team..., Lean Thinking, Vendor Management, Change Management, Problem Solving, Customer Retention, Data Analysis, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, SAP, German, XP, Healthcare, Software Documentation, Marketing, Leadership, Sales, Access, Program Management, Team Building, Budgets, Training, Visio, Team Leadership, Quality Assurance, PMO, Consulting, Strategic Planning, Analysis, Business Process..., Strategy
Education
Meredith College 2007 — 2009
Masters, Business Administration
North Carolina State University 2003 — 2005
B.S, Business Management; Information Technology
Wake Technical Community College 2002 — 2003
Associate, Arts
NTT Data Corporation September 2013 - Present
Siemens Medical Solutions September 2011 - September 2013
Siemens Medical Solutions November 2010 - September 2011
Asparity Decision Solutions April 2006 - February 2010
Fidelity Investments September 2005 - March 2006
N.C. State Employees Credit Union August 2004 - May 2005
Skills
Microsoft Office, CRM, MS Project, Project Planning, Process Improvement, PMP, Project Management, Cross-functional Team..., Lean Thinking, Vendor Management, Change Management, Problem Solving, Customer Retention, Data Analysis, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, SAP, German, XP, Healthcare, Software Documentation, Marketing, Leadership, Sales, Access, Program Management, Team Building, Budgets, Training, Visio, Team Leadership, Quality Assurance, PMO, Consulting, Strategic Planning, Analysis, Business Process..., Strategy
Education
Meredith College 2007 — 2009
Masters, Business Administration
North Carolina State University 2003 — 2005
B.S, Business Management; Information Technology
Wake Technical Community College 2002 — 2003
Associate, Arts
Christopher Basmaji, CFP® Christopher Basmaji, CFP®'s Fidelity Investments Experience April 2015 - Present
Job Portfolio Specialist
Industry Investment Management
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments September 2014 - April 2015
Fidelity Investments October 2013 - September 2014
Fidelity Investments September 2012 - October 2013
Fidelity Investments September 2008 - September 2012
Fidelity Investments September 2006 - September 2008
Skills
Certified Financial..., Personal Financial..., Investment Advisory..., Retirement Planning, Investments, Series 7, Series 66
Education
Merrimack College
Bachelor of Arts (B.A.), Certified Financial Planner TM
Merrimack College 2002 — 2006
Bachelor's degree, Political Science and Government
Fidelity Investments April 2015 - Present
Fidelity Investments September 2014 - April 2015
Fidelity Investments October 2013 - September 2014
Fidelity Investments September 2012 - October 2013
Fidelity Investments September 2008 - September 2012
Fidelity Investments September 2006 - September 2008
Skills
Certified Financial..., Personal Financial..., Investment Advisory..., Retirement Planning, Investments, Series 7, Series 66
Education
Merrimack College
Bachelor of Arts (B.A.), Certified Financial Planner TM
Merrimack College 2002 — 2006
Bachelor's degree, Political Science and Government
Meredith Fraser Meredith Fraser's Fidelity Investments Experience May 2013 - Present
Job Financial Advisor I
Industry Restaurants
Experience
Fidelity Investments May 2013 - Present
Fidelity Investments June 2014 - August 2015
Golf Galaxy May 2012 - May 2013
Lynnwood Grill July 2011 - May 2013
United Arts Council February 2011 - May 2011
Meredith College August 2008 - May 2010
North Carolina Technology Association January 2007 - January 2010
Skills
Microsoft Excel, Microsoft Word, Adobe Creative Suite, Digital Photography, Technical Writing, Creative Writing, Time Management, Customer Service, Social Media, Facebook, Social Networking, PowerPoint, Teamwork, Writing, Cashiering, Microsoft Office, Data Entry, Critical Thinking, Research, Communication
Education
Meredith College 2007 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
Fidelity Investments May 2013 - Present
Fidelity Investments June 2014 - August 2015
Golf Galaxy May 2012 - May 2013
Lynnwood Grill July 2011 - May 2013
United Arts Council February 2011 - May 2011
Meredith College August 2008 - May 2010
North Carolina Technology Association January 2007 - January 2010
Skills
Microsoft Excel, Microsoft Word, Adobe Creative Suite, Digital Photography, Technical Writing, Creative Writing, Time Management, Customer Service, Social Media, Facebook, Social Networking, PowerPoint, Teamwork, Writing, Cashiering, Microsoft Office, Data Entry, Critical Thinking, Research, Communication
Education
Meredith College 2007 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
Donna D'Aleo Donna D'Aleo's Fidelity Investments Experience March 2001 - April 2002
Job Russian Politics Expert, Author and Ph.D. Candidate
Industry
Experience
Energy Tribune Publishing, Inc. (Publisher) November 2006 - March 2014
Energy Tribune Publishing, Inc. June 2006 - November 2006
The Wilson Center, Kennan Institute for Advanced Russian Studies March 2004 - September 2004
Fidelity Investments March 2001 - April 2002
Skills
Microsoft Office, Research, Leadership, Russian Language..., Russian Politics, International Political..., Russian History, Comparative Politics, Martial Arts, Financial Markets, Oil & Gas Industry, Energy Policy, Regional Development, Russian, Political Science, Writing, Editing, Comparative Analysis, Central Asia, Martial Arts Instruction
Education
The Catholic University of America 2002 — 2016
Master of Arts (M.A.); Ph.D. Candidate, Politics
Middlebury College 2002 — 2002
Russian School - Summer Language Immersion Program
Mercyhurst University 1996 — 2000
Bachelor’s Degree, Russian Studies
Energy Tribune Publishing, Inc. (Publisher) November 2006 - March 2014
Energy Tribune Publishing, Inc. June 2006 - November 2006
The Wilson Center, Kennan Institute for Advanced Russian Studies March 2004 - September 2004
Fidelity Investments March 2001 - April 2002
Skills
Microsoft Office, Research, Leadership, Russian Language..., Russian Politics, International Political..., Russian History, Comparative Politics, Martial Arts, Financial Markets, Oil & Gas Industry, Energy Policy, Regional Development, Russian, Political Science, Writing, Editing, Comparative Analysis, Central Asia, Martial Arts Instruction
Education
The Catholic University of America 2002 — 2016
Master of Arts (M.A.); Ph.D. Candidate, Politics
Middlebury College 2002 — 2002
Russian School - Summer Language Immersion Program
Mercyhurst University 1996 — 2000
Bachelor’s Degree, Russian Studies
Ibrahim Mughal's Fidelity Investments Experience January 2015 - May 2015
Job Senior at Merrimack College seeking full time employment opportunities
Industry Financial Services
Experience
BAE Systems May 2015 - August 2015
Fidelity Investments January 2015 - May 2015
Fidelity Investments January 2014 - June 2014
eZuce, Inc. May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Google Analytics, Bloomberg Terminal, Fund Accounting, Analytics, Microsoft Word, MailChimp, Analysis, Finance, Salesforce.com, Accounting, Corporate Finance
Education
Merrimack College 2012 — 2016
Bachelor’s Degree, Accounting & Finance
BAE Systems May 2015 - August 2015
Fidelity Investments January 2015 - May 2015
Fidelity Investments January 2014 - June 2014
eZuce, Inc. May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Google Analytics, Bloomberg Terminal, Fund Accounting, Analytics, Microsoft Word, MailChimp, Analysis, Finance, Salesforce.com, Accounting, Corporate Finance
Education
Merrimack College 2012 — 2016
Bachelor’s Degree, Accounting & Finance
Kimberly Barfield Kimberly Barfield's Fidelity Investments Experience September 2007 - October 2008
Job Research Technician at Burleson Research Technologies, Inc.
Industry Research
Experience
Burleson Research Technologies, Inc. (BRT) April 2014 - Present
Brasa Brazilian Steakhouse November 2012 - April 2014
City of Raleigh November 2009 - July 2012
City of Raleigh December 2008 - November 2009
Fidelity Investments September 2007 - October 2008
Skills
Microsoft Word, Microsoft Excel, Cell Culture, Micropipette, Payroll, Time Management, Microscopy, Fathom, Gram Staining, SoftMax Pro, ELISA
Education
Meredith College 2012 — 2013
Bachelor of Science (BS), Biology/Biological Sciences, General, 3.54 GPA
University of North Carolina at Wilmington 2003 — 2007
Accounting
Burleson Research Technologies, Inc. (BRT) April 2014 - Present
Brasa Brazilian Steakhouse November 2012 - April 2014
City of Raleigh November 2009 - July 2012
City of Raleigh December 2008 - November 2009
Fidelity Investments September 2007 - October 2008
Skills
Microsoft Word, Microsoft Excel, Cell Culture, Micropipette, Payroll, Time Management, Microscopy, Fathom, Gram Staining, SoftMax Pro, ELISA
Education
Meredith College 2012 — 2013
Bachelor of Science (BS), Biology/Biological Sciences, General, 3.54 GPA
University of North Carolina at Wilmington 2003 — 2007
Accounting
Andrew Davison, CFP® Andrew Davison, CFP®'s Fidelity Investments Experience November 2013 - Present
Job Branch Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Fidelity Investments October 2011 - November 2013
Fidelity Investments October 2008 - October 2011
Fidelity Investments October 2006 - October 2008
Skills
Investments, Finance, Series 7, Financial Services, Mutual Funds, Insurance
Education
St. Lawrence University 2002 — 2006
BA, Economics and Goverment
Merrimack College 2010 — 2011
Certificate in Financial Planning, Financial Planning
Fidelity Investments November 2013 - Present
Fidelity Investments October 2011 - November 2013
Fidelity Investments October 2008 - October 2011
Fidelity Investments October 2006 - October 2008
Skills
Investments, Finance, Series 7, Financial Services, Mutual Funds, Insurance
Education
St. Lawrence University 2002 — 2006
BA, Economics and Goverment
Merrimack College 2010 — 2011
Certificate in Financial Planning, Financial Planning
Kevin R. Webber, CFP®'s Fidelity Investments Experience October 2004 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2004 - Present
Skills
Certified Financial..., Series 7, Series 66, Series 63, CRM
Education
Merrimack College 2007 — 2009
College of Financial Planning
Salve Regina University 2000 — 2004
B.A., English
Fidelity Investments October 2004 - Present
Skills
Certified Financial..., Series 7, Series 66, Series 63, CRM
Education
Merrimack College 2007 — 2009
College of Financial Planning
Salve Regina University 2000 — 2004
B.A., English
Anne Gould's Fidelity Investments Experience
Job Retirement plan consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
401k, Retirement, Mutual Funds, Retirement Planning, Series 7, Series 63, Pensions, Defined Benefit, Investments, Asset Allocation, Wealth Management, Financial Services, Investment Advisory, Securities, Series 6, Asset Management, Employee Benefits, Strategic Financial..., Portfolio Management, Retirement Plan...
Education
Merrimack College
Bachelor of Science (BS), Marketing
Fidelity Investments
Skills
401k, Retirement, Mutual Funds, Retirement Planning, Series 7, Series 63, Pensions, Defined Benefit, Investments, Asset Allocation, Wealth Management, Financial Services, Investment Advisory, Securities, Series 6, Asset Management, Employee Benefits, Strategic Financial..., Portfolio Management, Retirement Plan...
Education
Merrimack College
Bachelor of Science (BS), Marketing
Hannah Hagen's Fidelity Investments Experience October 2013 - February 2014
Job Financial Services Professional
Industry Financial Services
Experience
TD March 2014 - Present
Fidelity Investments October 2013 - February 2014
TD December 2012 - October 2013
Essex County Juvenile Court September 2012 - May 2013
Victoria's Secret May 2009 - May 2012
Skills
Customer Service, Cash Management, Problem Solving, Finance, Investment Banking, Retail Banking, Sales, 401k, 401k Rollovers, Banking, Credit, Insurance, Loans, IRAs, Financial Services, Customer Experience
Education
Merrimack College 2009 — 2013
Bachelor of Arts (B.A.), Psychology & Criminology
Pinkerton Academy 2005 — 2009
High School Diploma
TD March 2014 - Present
Fidelity Investments October 2013 - February 2014
TD December 2012 - October 2013
Essex County Juvenile Court September 2012 - May 2013
Victoria's Secret May 2009 - May 2012
Skills
Customer Service, Cash Management, Problem Solving, Finance, Investment Banking, Retail Banking, Sales, 401k, 401k Rollovers, Banking, Credit, Insurance, Loans, IRAs, Financial Services, Customer Experience
Education
Merrimack College 2009 — 2013
Bachelor of Arts (B.A.), Psychology & Criminology
Pinkerton Academy 2005 — 2009
High School Diploma
Victoria Barsotti Victoria Barsotti's Fidelity Investments Experience September 2015 - Present
Job Logistics Support Technician at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments September 2015 - Present
MasTec November 2012 - July 2015
Tekelec August 2012 - November 2012
Nsoro November 2010 - November 2011
Meredith College December 2006 - May 2010
Prominence Homes, LLC July 2005 - November 2006
Aramark Uniform Services December 2003 - May 2005
NCR / Permond Solutions Group December 2001 - April 2003
Mall Chevrolet December 2000 - December 2001
Sony Music Entertainment August 1999 - December 2000
Skills
Fast Learner, Eye For Detail, Teamwork, Access, AS400, JD Edwards, Datatel, Excel, Word, Quickbooks, Invoicing, Troubleshooting, Outlook, Accounts Payable, Billing, Microsoft Office, Customer Service, PowerPoint, Documentation, Customer Relations, Accounts Receivable, Inventory Management, Analysis, Administration, Problem Solving, Supervisory Skills, Accounting, Scheduling, Windows, Planning, Research, Data Entry, Vendor Management, Telecommunications, Vendor Relations, Time Management, Oracle, Microsoft Excel, Software Documentation, Microsoft Word, Networking, Program Management, Project Management, Project Planning, System Administration, Process Scheduler, QuickBooks
Education
Meredith College 2007 — 2009
Business and Spanish classes
Computer Training.Com 2001 — 2001
MCP, Technology
Career Blazers Learning Center 1999 — 1999
Help Desk
Suffolk County Community College 1988 — 1988
Computer and Business
Sachem H.S. North 1982 — 1984
Fidelity Investments September 2015 - Present
MasTec November 2012 - July 2015
Tekelec August 2012 - November 2012
Nsoro November 2010 - November 2011
Meredith College December 2006 - May 2010
Prominence Homes, LLC July 2005 - November 2006
Aramark Uniform Services December 2003 - May 2005
NCR / Permond Solutions Group December 2001 - April 2003
Mall Chevrolet December 2000 - December 2001
Sony Music Entertainment August 1999 - December 2000
Skills
Fast Learner, Eye For Detail, Teamwork, Access, AS400, JD Edwards, Datatel, Excel, Word, Quickbooks, Invoicing, Troubleshooting, Outlook, Accounts Payable, Billing, Microsoft Office, Customer Service, PowerPoint, Documentation, Customer Relations, Accounts Receivable, Inventory Management, Analysis, Administration, Problem Solving, Supervisory Skills, Accounting, Scheduling, Windows, Planning, Research, Data Entry, Vendor Management, Telecommunications, Vendor Relations, Time Management, Oracle, Microsoft Excel, Software Documentation, Microsoft Word, Networking, Program Management, Project Management, Project Planning, System Administration, Process Scheduler, QuickBooks
Education
Meredith College 2007 — 2009
Business and Spanish classes
Computer Training.Com 2001 — 2001
MCP, Technology
Career Blazers Learning Center 1999 — 1999
Help Desk
Suffolk County Community College 1988 — 1988
Computer and Business
Sachem H.S. North 1982 — 1984
Corinne Callahan's Fidelity Investments Experience April 1996 - June 2008
Job Organizational Development and Talent Management
Industry Human Resources
Experience
Independent Consultant April 2015 - Present
Commonweatlh of Massachusetts July 2014 - March 2015
UST Global 2015 - 2015
EMC August 2013 - June 2014
Citizens Bank September 2011 - May 2013
BJ's Wholesale Club January 2009 - October 2010
Fidelity Investments April 1996 - June 2008
Skills
Talent Management, Organizational..., Employee Relations, Analysis, Team Building, Coaching, Program Management, Training, Leadership Development, Performance Management, Succession Planning, Change Management, Strategy, Organizational..., Human Resources, Leadership, Employee Engagement, Organizational Design, Onboarding, Management, Career Development, Instructional Design, Management Development, Workforce Planning
Education
Merrimack College 1978 — 1983
Business Administration, Management and Operations
Independent Consultant April 2015 - Present
Commonweatlh of Massachusetts July 2014 - March 2015
UST Global 2015 - 2015
EMC August 2013 - June 2014
Citizens Bank September 2011 - May 2013
BJ's Wholesale Club January 2009 - October 2010
Fidelity Investments April 1996 - June 2008
Skills
Talent Management, Organizational..., Employee Relations, Analysis, Team Building, Coaching, Program Management, Training, Leadership Development, Performance Management, Succession Planning, Change Management, Strategy, Organizational..., Human Resources, Leadership, Employee Engagement, Organizational Design, Onboarding, Management, Career Development, Instructional Design, Management Development, Workforce Planning
Education
Merrimack College 1978 — 1983
Business Administration, Management and Operations
Christyle Russell's Fidelity Investments Experience January 1988 - April 1990
Job Client Experience and Relationship Management Executive
Industry Financial Services
Experience
TIAA-CREF May 1990 - Present
Colorado Women's Chamber of Commerce November 2008 - 2012
Young Americans Center for Financial Education January 2005 - June 2011
TIAA-CREF March 1999 - November 2009
Northglenn Arts and Humanities Foundation May 2004 - March 2007
TIAA-CREF 1990 - 2007
Fidelity Investments January 1988 - April 1990
Skills
Strategic Planning, Program Management, Change Management, Strategy, Relationship Management, Leadership, Start-ups, Marketing, Sales, Series 63, Key Account Management, Financial Services, Leadership Development, Strategic Financial..., Process Improvement, Coaching, Project Management, Financial Analysis, Investments, New Business Development, Business Strategy, Management, Business Analysis, Mutual Funds, Budgets, Team Leadership, Financial Planning, Finance, Analysis, Executive Management, Vendor Management, Competitive Analysis
Education
Mercer University - Stetson School of Business and Economics 1993 — 1996
MBA, Finance and International Business
North Carolina Wesleyan College 1979 — 1983
BS & BA, Psychology, Speech and Communications
D M Therrell High School
TIAA-CREF May 1990 - Present
Colorado Women's Chamber of Commerce November 2008 - 2012
Young Americans Center for Financial Education January 2005 - June 2011
TIAA-CREF March 1999 - November 2009
Northglenn Arts and Humanities Foundation May 2004 - March 2007
TIAA-CREF 1990 - 2007
Fidelity Investments January 1988 - April 1990
Skills
Strategic Planning, Program Management, Change Management, Strategy, Relationship Management, Leadership, Start-ups, Marketing, Sales, Series 63, Key Account Management, Financial Services, Leadership Development, Strategic Financial..., Process Improvement, Coaching, Project Management, Financial Analysis, Investments, New Business Development, Business Strategy, Management, Business Analysis, Mutual Funds, Budgets, Team Leadership, Financial Planning, Finance, Analysis, Executive Management, Vendor Management, Competitive Analysis
Education
Mercer University - Stetson School of Business and Economics 1993 — 1996
MBA, Finance and International Business
North Carolina Wesleyan College 1979 — 1983
BS & BA, Psychology, Speech and Communications
D M Therrell High School
Inger Arnott's Fidelity Investments Experience 2005 - 2008
Job Sr. Talent Acquisition Consultant at Philips Healthcare
Industry Human Resources
Experience
Philips Healthcare May 2010 - Present
Comcast Cable Communications, Inc. July 2008 - May 2010
Fidelity Investments 2005 - 2008
Veritude, a Fidelity Investments Company 2005 - 2005
Veritude, a Fidelity Investments Company 2000 - 2005
Eastern Bank 1996 - 2000
Eastern Bank 1997 - 1999
Eastern Bank 1996 - 1997
Skills
Candidate Assessment, Candidate Screening, Candidate Generation, Talent Acquisition, Hiring, Applicant Tracking..., Interviewing, Full-cycle Recruiting, Sourcing
Education
Suffolk University - Sawyer Business School 1999 — 2001
MBA, Organizational Behavior
Merrimack College 1992 — 1996
B.S., Business Management
Martha's Vineyard Regional High School 1988 — 1992
Diploma, General
Philips Healthcare May 2010 - Present
Comcast Cable Communications, Inc. July 2008 - May 2010
Fidelity Investments 2005 - 2008
Veritude, a Fidelity Investments Company 2005 - 2005
Veritude, a Fidelity Investments Company 2000 - 2005
Eastern Bank 1996 - 2000
Eastern Bank 1997 - 1999
Eastern Bank 1996 - 1997
Skills
Candidate Assessment, Candidate Screening, Candidate Generation, Talent Acquisition, Hiring, Applicant Tracking..., Interviewing, Full-cycle Recruiting, Sourcing
Education
Suffolk University - Sawyer Business School 1999 — 2001
MBA, Organizational Behavior
Merrimack College 1992 — 1996
B.S., Business Management
Martha's Vineyard Regional High School 1988 — 1992
Diploma, General
Ellen O'Connell Ellen O'Connell's Fidelity Investments Experience September 2014 - Present
Job Director Women and Young Investors at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments November 2011 - September 2014
Baker Avenue Asset Management May 2009 - November 2011
Fidelity Investments 2004 - 2008
Fidelity Charitable Services 2000 - 2004
Fidelity Investments 1996 - 2000
Skills
Equities, Asset Allocation, Uniform Combined State..., Investment Advisory, Investment Management, Securities, Investment Strategies, Risk Management, Fixed Income, Financial Analysis, Financial Modeling, Hedge Funds, 401k, Business Strategy, Capital Markets, Market Research, Series 6, Program Management, Product Development, Alternative Investments
Education
Merrimack College 1988 — 1992
BS, Marketing
Weston High School 1984 — 1988
Fidelity Investments September 2014 - Present
Fidelity Investments November 2011 - September 2014
Baker Avenue Asset Management May 2009 - November 2011
Fidelity Investments 2004 - 2008
Fidelity Charitable Services 2000 - 2004
Fidelity Investments 1996 - 2000
Skills
Equities, Asset Allocation, Uniform Combined State..., Investment Advisory, Investment Management, Securities, Investment Strategies, Risk Management, Fixed Income, Financial Analysis, Financial Modeling, Hedge Funds, 401k, Business Strategy, Capital Markets, Market Research, Series 6, Program Management, Product Development, Alternative Investments
Education
Merrimack College 1988 — 1992
BS, Marketing
Weston High School 1984 — 1988
Doug McIlvaine Doug McIlvaine's Fidelity Investments Experience 2002 - 2008
Job Database Administrator at Greater Lawrence Family Health Center
Industry Information Technology and Services
Experience
Greater Lawrence Family Health Center October 2011 - Present
Boston Scientific. November 2009 - September 2011
Fidelity Investments 2002 - 2008
Fidelity Investments 1997 - 2002
Fidelity Investments 1992 - 1997
Bank of New England / Fleet Bank 1987 - 1992
Bank of New England 1983 - 1987
Education
Suffolk University - Sawyer Business School 1990 — 1996
MBA
Miami University 1978 — 1982
B. S., Finance
Merrimack College
Oracle 10g Database administration certification., Oracle 10g Database administration.
Masconomet Regional High School
Greater Lawrence Family Health Center October 2011 - Present
Boston Scientific. November 2009 - September 2011
Fidelity Investments 2002 - 2008
Fidelity Investments 1997 - 2002
Fidelity Investments 1992 - 1997
Bank of New England / Fleet Bank 1987 - 1992
Bank of New England 1983 - 1987
Education
Suffolk University - Sawyer Business School 1990 — 1996
MBA
Miami University 1978 — 1982
B. S., Finance
Merrimack College
Oracle 10g Database administration certification., Oracle 10g Database administration.
Masconomet Regional High School
Suman Kamath, MBA, PMP, Six Sigma Black Belt Suman Kamath, MBA, PMP, Six Sigma Black Belt's Fidelity Investments Experience July 2007 - May 2010
Job Technical Project Manager at Rightpoint
Industry Information Technology and Services
Experience
Rightpoint March 2015 - Present
CSDC Systems Inc. July 2013 - March 2015
SciQuest July 2011 - April 2013
RBC May 2010 - July 2011
Fidelity Investments July 2007 - May 2010
Fidelity Investments January 2006 - July 2007
Fidelity Investments September 2005 - January 2006
Fidelity Investments January 2005 - September 2005
Spherion HCCG September 2004 - December 2004
IKON Office Solutions March 2004 - July 2004
Skills
Process Improvement, Business Analysis, PMP, Business Process..., Prioritization, Project Plans, Product Management, Agile Project Management, Integration, Project Management, Visio, SDLC, Cross-functional Team..., Agile Methodologies, SaaS, Six Sigma, Organization &..., Offshore Operations, International Business, Key Performance..., Technical Documentation, Communication Skills, Databases, Management, SharePoint, Quality Assurance, Testing, Requirements Gathering, Requirements Analysis, Leadership, Analysis, Strategy, Training, Team Management
Education
Meredith College 2008 — 2011
MBA, Business Administration
University of Massachusetts, Amherst 1998 — 2002
BA, Political Science
The American University in Cairo 2001 — 2001
Williamsville East High School 1994 — 1998
Rightpoint March 2015 - Present
CSDC Systems Inc. July 2013 - March 2015
SciQuest July 2011 - April 2013
RBC May 2010 - July 2011
Fidelity Investments July 2007 - May 2010
Fidelity Investments January 2006 - July 2007
Fidelity Investments September 2005 - January 2006
Fidelity Investments January 2005 - September 2005
Spherion HCCG September 2004 - December 2004
IKON Office Solutions March 2004 - July 2004
Skills
Process Improvement, Business Analysis, PMP, Business Process..., Prioritization, Project Plans, Product Management, Agile Project Management, Integration, Project Management, Visio, SDLC, Cross-functional Team..., Agile Methodologies, SaaS, Six Sigma, Organization &..., Offshore Operations, International Business, Key Performance..., Technical Documentation, Communication Skills, Databases, Management, SharePoint, Quality Assurance, Testing, Requirements Gathering, Requirements Analysis, Leadership, Analysis, Strategy, Training, Team Management
Education
Meredith College 2008 — 2011
MBA, Business Administration
University of Massachusetts, Amherst 1998 — 2002
BA, Political Science
The American University in Cairo 2001 — 2001
Williamsville East High School 1994 — 1998
Scott Aziz Scott Aziz's Fidelity Investments Experience January 1996 - May 2006
Job Independent Consultant Software Dev/QA Excellence Leader
Industry Computer Software
Experience
Commonwealth of Massachusetts July 2015 - Present
Cognizant Technology Solutions October 2014 - June 2015
MphasiS June 2013 - October 2014
UST Global January 2011 - June 2013
Wellington Management October 2009 - January 2011
JetBlue Airlines February 2009 - September 2009
Intuit April 2006 - November 2008
Fidelity Investments January 1996 - May 2006
Sun Microsystems 1995 - 1996
IRI 1993 - 1995
Skills
QA Leadership, Agile Testing, SOA Testing, Cloud Computing, Test Automation, Test Management, Test Planning, System Testing, Testing, Penetration Testing, Usability Testing, User Acceptance Testing, Manual Testing, Testing Architecture, Software Engineering, Software Quality..., Enterprise Software, Software, Quality Management, Quality Assurance, Quality Systems, Security Audits, Performance Testing, Performance Analysis, Performance Tuning, Load Testing, Offshoring, Outsourcing, IT Outsourcing, Outsourcing Management, Offshore, Quality Auditing, Process Consulting, Management Consulting, Software Consulting, Strategic Consulting, QA consulting, Offshore consulting, Outsource Consulting, Test Strategy, Software Quality, Test Architect, Cloud Testing, Mobile Testing, Global Delivery, Agile Methodologies, Automation, Quality Center, SDLC, QA Engineering
Education
Merrimack College 1985 — 1988
Central Catholic 1981 — 1985
Merrimack College
Electrical Engineering
Commonwealth of Massachusetts July 2015 - Present
Cognizant Technology Solutions October 2014 - June 2015
MphasiS June 2013 - October 2014
UST Global January 2011 - June 2013
Wellington Management October 2009 - January 2011
JetBlue Airlines February 2009 - September 2009
Intuit April 2006 - November 2008
Fidelity Investments January 1996 - May 2006
Sun Microsystems 1995 - 1996
IRI 1993 - 1995
Skills
QA Leadership, Agile Testing, SOA Testing, Cloud Computing, Test Automation, Test Management, Test Planning, System Testing, Testing, Penetration Testing, Usability Testing, User Acceptance Testing, Manual Testing, Testing Architecture, Software Engineering, Software Quality..., Enterprise Software, Software, Quality Management, Quality Assurance, Quality Systems, Security Audits, Performance Testing, Performance Analysis, Performance Tuning, Load Testing, Offshoring, Outsourcing, IT Outsourcing, Outsourcing Management, Offshore, Quality Auditing, Process Consulting, Management Consulting, Software Consulting, Strategic Consulting, QA consulting, Offshore consulting, Outsource Consulting, Test Strategy, Software Quality, Test Architect, Cloud Testing, Mobile Testing, Global Delivery, Agile Methodologies, Automation, Quality Center, SDLC, QA Engineering
Education
Merrimack College 1985 — 1988
Central Catholic 1981 — 1985
Merrimack College
Electrical Engineering
Bill Donegan Bill Donegan's Fidelity Investments Experience 2009 - 2010
Job Account Executive at Tallan
Industry Insurance
Experience
Tallan August 2015 - Present
Travelers September 2010 - August 2015
Fidelity Investments 2009 - 2010
JCSI Corporate Staffing 2008 - 2009
Randstad Technologies US (formerly Sapphire Technologies) 1996 - 2008
Skills
Talent Acquisition, Technical Recruiting, Executive Search, Recruiting, Human Resources, Business Development, Sales, Networking, Temporary Placement, CRM, Negotiation, RFP Generation, Client Development, Relationship Management, Team Leadership, Team Building, Talent Management, Project Management, Business Networking, Contract Negotiation, Clinical Development, Management, Process Improvement, Employee Benefits, Sales Process, Applicant Tracking..., Marketing, Internet Recruiting, Sourcing, Hiring, Awesomeness
Education
Merrimack College
BA, Political Science
Simsbury High School
Tallan August 2015 - Present
Travelers September 2010 - August 2015
Fidelity Investments 2009 - 2010
JCSI Corporate Staffing 2008 - 2009
Randstad Technologies US (formerly Sapphire Technologies) 1996 - 2008
Skills
Talent Acquisition, Technical Recruiting, Executive Search, Recruiting, Human Resources, Business Development, Sales, Networking, Temporary Placement, CRM, Negotiation, RFP Generation, Client Development, Relationship Management, Team Leadership, Team Building, Talent Management, Project Management, Business Networking, Contract Negotiation, Clinical Development, Management, Process Improvement, Employee Benefits, Sales Process, Applicant Tracking..., Marketing, Internet Recruiting, Sourcing, Hiring, Awesomeness
Education
Merrimack College
BA, Political Science
Simsbury High School
Michael Fairbrother's Fidelity Investments Experience 1996 - 1998
Job Founder/Meadmaker Moonlight Meadery
Industry Wine and Spirits
Experience
Moonlight Meadery LLC July 2010 - Present
Fairbrother Software Consulting LLC November 2009 - August 2012
Brew Free or Die January 2009 - December 2010
Cadec Global, Inc. September 2007 - October 2009
Brew Free or Die January 2004 - December 2008
Unica October 2006 - August 2007
Tenebril March 2005 - August 2006
Zix Corporation September 2003 - March 2005
Elron Software 1998 - 2003
Fidelity Investments 1996 - 1998
Skills
Agile, Software Development, JavaScript, MySQL, Architecture, Brewing, Winemaking, Meadmaking, Agile Methodologies, Distributed Systems, Open Source, Security, Team Leadership, Mobile Applications, Web Services, Unix, Management, Web Applications, Cloud Computing, PHP, Software Engineering, Object Oriented Design, HTML, Subversion, SaaS, .NET, SOA, XML, REST, Scrum, C#, C++, Software Design, Integration, Quality Assurance, Product Development, jQuery, Leadership, Enterprise Software, Linux, Perl, Oracle, Java, Architectures
Education
Merrimack College 1989 — 1993
BSCS, Computer Information Sciences
Northern Essex Community College 1984 — 1987
ASCS, Computer Science.
Moonlight Meadery LLC July 2010 - Present
Fairbrother Software Consulting LLC November 2009 - August 2012
Brew Free or Die January 2009 - December 2010
Cadec Global, Inc. September 2007 - October 2009
Brew Free or Die January 2004 - December 2008
Unica October 2006 - August 2007
Tenebril March 2005 - August 2006
Zix Corporation September 2003 - March 2005
Elron Software 1998 - 2003
Fidelity Investments 1996 - 1998
Skills
Agile, Software Development, JavaScript, MySQL, Architecture, Brewing, Winemaking, Meadmaking, Agile Methodologies, Distributed Systems, Open Source, Security, Team Leadership, Mobile Applications, Web Services, Unix, Management, Web Applications, Cloud Computing, PHP, Software Engineering, Object Oriented Design, HTML, Subversion, SaaS, .NET, SOA, XML, REST, Scrum, C#, C++, Software Design, Integration, Quality Assurance, Product Development, jQuery, Leadership, Enterprise Software, Linux, Perl, Oracle, Java, Architectures
Education
Merrimack College 1989 — 1993
BSCS, Computer Information Sciences
Northern Essex Community College 1984 — 1987
ASCS, Computer Science.
Kevin Keleher, SPHR, SHRM-SCP's Fidelity Investments Experience January 2004 - 2009
Job Senior Human Resources professional delivering business and technical solutions
Industry Human Resources
Experience
Greater Merrimack Valley Human Resources Association September 2014 - Present
PAREXEL April 2012 - Present
Boston Medical Center May 2009 - April 2012
KEVIN J. KELEHER, SPHR 2008 - 2009
Fidelity Investments January 2004 - 2009
Boys and Girls Club of Salem, NH 1990 - 2009
United Way of Merrimack Valley 1996 - 2007
Watson Wyatt 2001 - December 2003
Putnam Investments 1998 - 2001
Skills
Staff Management, Business Process, Compliance, HR Policies, Full-cycle Recruiting, Benefits, Compensation, Salary Structures, Salary Administration, Performance Management, Training & Development, Affirmative Action, Employee Relations, EEO compliance, Talent Management, HRIS, Onboarding, Staff Mentoring, Coaching, Talent Acquisition, Workforce Planning, Workflow Analysis, Business Requirements, Product Requirements, Software Implementation, Reporting & Analysis, Process Improvement, Continuous Improvement, Business Process..., Competitive Analysis, Trend Analysis, Trend Research, Analytics, Agile, Project Management, SAP HR, HR Access, PeopleSoft, Oracle, Taleo, Crystal Reports, Business Objects, Human Resources, Employee Benefits, SDLC, Deferred Compensation, Payroll, Organizational..., Strategy, Leadership
Education
Rivier University
Master’s Degree, Human Development
University of Massachusetts Lowell
MBA courses
Merrimack College
Certificate in Human Resources Management
Salem State University
BA, Economics
World At Work
Compensation Certificate Courses
Greater Merrimack Valley Human Resources Association September 2014 - Present
PAREXEL April 2012 - Present
Boston Medical Center May 2009 - April 2012
KEVIN J. KELEHER, SPHR 2008 - 2009
Fidelity Investments January 2004 - 2009
Boys and Girls Club of Salem, NH 1990 - 2009
United Way of Merrimack Valley 1996 - 2007
Watson Wyatt 2001 - December 2003
Putnam Investments 1998 - 2001
Skills
Staff Management, Business Process, Compliance, HR Policies, Full-cycle Recruiting, Benefits, Compensation, Salary Structures, Salary Administration, Performance Management, Training & Development, Affirmative Action, Employee Relations, EEO compliance, Talent Management, HRIS, Onboarding, Staff Mentoring, Coaching, Talent Acquisition, Workforce Planning, Workflow Analysis, Business Requirements, Product Requirements, Software Implementation, Reporting & Analysis, Process Improvement, Continuous Improvement, Business Process..., Competitive Analysis, Trend Analysis, Trend Research, Analytics, Agile, Project Management, SAP HR, HR Access, PeopleSoft, Oracle, Taleo, Crystal Reports, Business Objects, Human Resources, Employee Benefits, SDLC, Deferred Compensation, Payroll, Organizational..., Strategy, Leadership
Education
Rivier University
Master’s Degree, Human Development
University of Massachusetts Lowell
MBA courses
Merrimack College
Certificate in Human Resources Management
Salem State University
BA, Economics
World At Work
Compensation Certificate Courses
Anne Russo-Quinn's Fidelity Investments Experience July 2011 - Present
Job
Industry Graphic Design
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments September 2000 - July 2011
Anne Russo Design 1990 - 2000
T Cell Sciences, Inc. 1988 - 1993
Children's Hospital Boston 1978 - 1988
Skills
Photoshop, Graphic Design, Dreamweaver, Interaction Design, Illustrator, Usability, Flash, CSS, HTML
Education
Merrimack College 2008 — 2010
Web Master Certificate
Northeastern University 2003 — 2004
Graduate Certificate
Northeastern University 1989 — 1995
BS
Fidelity Investments July 2011 - Present
Fidelity Investments September 2000 - July 2011
Anne Russo Design 1990 - 2000
T Cell Sciences, Inc. 1988 - 1993
Children's Hospital Boston 1978 - 1988
Skills
Photoshop, Graphic Design, Dreamweaver, Interaction Design, Illustrator, Usability, Flash, CSS, HTML
Education
Merrimack College 2008 — 2010
Web Master Certificate
Northeastern University 2003 — 2004
Graduate Certificate
Northeastern University 1989 — 1995
BS
Andrew Pratt's Fidelity Investments Experience May 2005 - September 2005
Job Development Manager at EMC
Industry Computer Software
Experience
EMC January 2014 - Present
EMC October 2012 - Present
EMC April 2011 - September 2012
EMC September 2009 - April 2011
EMC September 2005 - September 2009
Fidelity Investments May 2005 - September 2005
Skills
Oracle, PL/SQL, Java, Oracle Applications, SQL, Oracle E-Business Suite, JSP, SAP SSC, SAP CRM, SAP, Hybris, User Interface..., User Interface Design, SAPUI5, JavaScript, Java Enterprise Edition, Virtualization, Solution Architecture, SharePoint, Perl, Agile Methodologies, Integration, Salesforce.com, XML, Linux, Databases, Software Development, Microsoft SQL Server, Database Design, SAP ERP, SAP Variant..., Scrum
Education
Merrimack College 2001 — 2005
Bachelor of Science (B.S.), Computer Science
North Attleboro High School 1997 — 2001
EMC January 2014 - Present
EMC October 2012 - Present
EMC April 2011 - September 2012
EMC September 2009 - April 2011
EMC September 2005 - September 2009
Fidelity Investments May 2005 - September 2005
Skills
Oracle, PL/SQL, Java, Oracle Applications, SQL, Oracle E-Business Suite, JSP, SAP SSC, SAP CRM, SAP, Hybris, User Interface..., User Interface Design, SAPUI5, JavaScript, Java Enterprise Edition, Virtualization, Solution Architecture, SharePoint, Perl, Agile Methodologies, Integration, Salesforce.com, XML, Linux, Databases, Software Development, Microsoft SQL Server, Database Design, SAP ERP, SAP Variant..., Scrum
Education
Merrimack College 2001 — 2005
Bachelor of Science (B.S.), Computer Science
North Attleboro High School 1997 — 2001
Brian Glavin, AWMA®'s Fidelity Investments Experience June 2001 - July 2002
Job Regional Director at RiverFront Investment Group
Industry Investment Management
Experience
RiverFront Investment Group January 2012 - Present
Janney Montgomery Scott November 2009 - December 2011
Janney Montgomery Scott February 2008 - November 2009
Placemark Investments July 2005 - February 2008
Pioneer Investments July 2002 - July 2005
Fidelity Investments June 2001 - July 2002
Skills
Series 7, Mutual Funds, Asset Allocation, Series 63, Wealth Management, Securities, Investments, Retirement, Asset Management, Investment Strategies, Investment Advisory, Series 66, New Business Development
Education
Merrimack College 1996 — 2000
BS- Business, Economics
RiverFront Investment Group January 2012 - Present
Janney Montgomery Scott November 2009 - December 2011
Janney Montgomery Scott February 2008 - November 2009
Placemark Investments July 2005 - February 2008
Pioneer Investments July 2002 - July 2005
Fidelity Investments June 2001 - July 2002
Skills
Series 7, Mutual Funds, Asset Allocation, Series 63, Wealth Management, Securities, Investments, Retirement, Asset Management, Investment Strategies, Investment Advisory, Series 66, New Business Development
Education
Merrimack College 1996 — 2000
BS- Business, Economics
Tom Powers's Fidelity Investments Experience December 1993 - May 1997
Job Investment Leader Asset Management at Nationwide Mutual Insurance
Industry Investment Management
Experience
Nationwide Mutual Insurance July 2006 - Present
GE Asset Management, Inc., Stamford, CT 2001 - 2006
Employers Reinsurance Corporation September 1999 - December 2001
Employers Reinsurance Corporation June 1997 - September 1999
Fidelity Investments December 1993 - May 1997
GE Asset Management March 1987 - December 1993
KPMG September 1984 - March 1987
Skills
Investments, Fixed Income, Financial Analysis, Portfolio Management, ALM, Alternative Investments, Equities, Risk Management, Trading, Asset Managment, Capital Markets, Hedge Funds, Asset Management, Bonds, Mutual Funds, Investment Strategies, Asset Allocation, Bloomberg, Leadership, Financial Modeling, Insurance, Securities, Derivatives, Investment Management
Education
Mercy College 1980 — 1984
BS, Accounting
Nationwide Mutual Insurance July 2006 - Present
GE Asset Management, Inc., Stamford, CT 2001 - 2006
Employers Reinsurance Corporation September 1999 - December 2001
Employers Reinsurance Corporation June 1997 - September 1999
Fidelity Investments December 1993 - May 1997
GE Asset Management March 1987 - December 1993
KPMG September 1984 - March 1987
Skills
Investments, Fixed Income, Financial Analysis, Portfolio Management, ALM, Alternative Investments, Equities, Risk Management, Trading, Asset Managment, Capital Markets, Hedge Funds, Asset Management, Bonds, Mutual Funds, Investment Strategies, Asset Allocation, Bloomberg, Leadership, Financial Modeling, Insurance, Securities, Derivatives, Investment Management
Education
Mercy College 1980 — 1984
BS, Accounting
Eric Frost's Fidelity Investments Experience October 2003 - October 2007
Job Finance Project Manager at Staples
Industry Research
Experience
Staples June 2014 - Present
Staples November 2012 - June 2014
Staples October 2011 - November 2012
Staples October 2007 - October 2011
Fidelity Investments October 2003 - October 2007
Skills
Forecasting, Budgets, Leadership, Financial Analysis, Finance, Six Sigma, Essbase, Retail, Call Centers, Financial Forecasting, Business Strategy, Microsoft Excel, Time Management, PowerPoint, Cash Flow Forecasting, Process Improvement, Analytics
Education
Merrimack College 1996 — 2000
Bachelor's degree, Economics
Staples June 2014 - Present
Staples November 2012 - June 2014
Staples October 2011 - November 2012
Staples October 2007 - October 2011
Fidelity Investments October 2003 - October 2007
Skills
Forecasting, Budgets, Leadership, Financial Analysis, Finance, Six Sigma, Essbase, Retail, Call Centers, Financial Forecasting, Business Strategy, Microsoft Excel, Time Management, PowerPoint, Cash Flow Forecasting, Process Improvement, Analytics
Education
Merrimack College 1996 — 2000
Bachelor's degree, Economics
Chris Bartman, CFP®'s Fidelity Investments Experience August 2013 - Present
Job National Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Fidelity Investments October 2009 - Present
Fidelity Investments September 2005 - October 2009
Skills
Series 7, Mutual Funds, Wealth Management, Retirement Planning, Series 63, Retirement, Investment Advisory, Uniform Combined State..., Asset Allocation, Securities
Education
Merrimack College 2004 — 2007
CERTIFIED FINANCIAL PLANNER™, Finance, General
Saint Anselm College 1998 — 2002
Fidelity Investments August 2013 - Present
Fidelity Investments October 2009 - Present
Fidelity Investments September 2005 - October 2009
Skills
Series 7, Mutual Funds, Wealth Management, Retirement Planning, Series 63, Retirement, Investment Advisory, Uniform Combined State..., Asset Allocation, Securities
Education
Merrimack College 2004 — 2007
CERTIFIED FINANCIAL PLANNER™, Finance, General
Saint Anselm College 1998 — 2002
Chris Calvani's Fidelity Investments Experience April 2010 - Present
Job Vice President Finance, Program Office at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2010 - Present
Fidelity Investments 2008 - 2009
Education
Merrimack College 1989 — 1993
BA, Business/Marketing
Fidelity Investments April 2010 - Present
Fidelity Investments 2008 - 2009
Education
Merrimack College 1989 — 1993
BA, Business/Marketing
Ed Jacobsen's Fidelity Investments Experience January 2010 - Present
Job Senior System Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2010 - Present
Fidelity Investments September 2000 - January 2010
CBE Technologies February 1998 - September 2000
CBE Technologies March 1994 - February 1998
Skills
Troubleshooting, Networking, Cisco Technologies, Integration, Technical Support, Firewalls
Education
Merrimack College 2005 — 2006
Certificate, Certificate in Financial Planning
Northeastern University 1982 — 1987
BSEE, Electrical Engineering
Fidelity Investments January 2010 - Present
Fidelity Investments September 2000 - January 2010
CBE Technologies February 1998 - September 2000
CBE Technologies March 1994 - February 1998
Skills
Troubleshooting, Networking, Cisco Technologies, Integration, Technical Support, Firewalls
Education
Merrimack College 2005 — 2006
Certificate, Certificate in Financial Planning
Northeastern University 1982 — 1987
BSEE, Electrical Engineering
Belinda Hernandez's Fidelity Investments Experience 2006 - Present
Job Director of Shareholder Reporting
Industry Financial Services
Experience
Fidelity Investments 2006 - Present
State Street 2003 - 2006
JPMorgan Chase 1995 - 2003
PwC 1990 - 1995
Skills
Financial Reporting, Mutual Funds, Auditing, US GAAP, Investments, Fund Administration, Securities
Education
Merrimack College 1986 — 1990
Bachelor of Science (BS), Accounting
Fidelity Investments 2006 - Present
State Street 2003 - 2006
JPMorgan Chase 1995 - 2003
PwC 1990 - 1995
Skills
Financial Reporting, Mutual Funds, Auditing, US GAAP, Investments, Fund Administration, Securities
Education
Merrimack College 1986 — 1990
Bachelor of Science (BS), Accounting
Linda Williams, PMP's Fidelity Investments Experience September 2002 - June 2008
Job IT Program Manager at TJX
Industry Information Technology and Services
Experience
TJX May 2012 - Present
Staples July 2009 - May 2012
New England Job Show February 2009 - July 2009
Fidelity Investments September 2002 - June 2008
Perceptive Informatics 2001 - 2002
PC Connection November 2000 - April 2001
Parexel International 1999 - 2000
Compaq Computer Corp 1998 - 1999
Digital Equipment Corporation 1978 - 1998
Skills
Process Improvement, Management, Business Analysis, Vendor Management, Project Management, CRM, Requirements Analysis, ERP, Leadership, Software Project..., Cross-functional Team..., Software Development, Outsourcing, Enterprise Architecture, Integration, SDLC
Education
Merrimack College
BA, Economics
PMI-Prep workshoop
University of Massachusetts Lowell
MBA, Marketing
TJX May 2012 - Present
Staples July 2009 - May 2012
New England Job Show February 2009 - July 2009
Fidelity Investments September 2002 - June 2008
Perceptive Informatics 2001 - 2002
PC Connection November 2000 - April 2001
Parexel International 1999 - 2000
Compaq Computer Corp 1998 - 1999
Digital Equipment Corporation 1978 - 1998
Skills
Process Improvement, Management, Business Analysis, Vendor Management, Project Management, CRM, Requirements Analysis, ERP, Leadership, Software Project..., Cross-functional Team..., Software Development, Outsourcing, Enterprise Architecture, Integration, SDLC
Education
Merrimack College
BA, Economics
PMI-Prep workshoop
University of Massachusetts Lowell
MBA, Marketing
Andrew Dumais's Fidelity Investments Experience June 2012 - September 2013
Job Sales Consultant
Industry Automotive
Experience
CarMax August 2014 - Present
Agora Publishing October 2013 - August 2014
Fidelity Investments June 2012 - September 2013
Omni Hotels May 2009 - June 2012
Northwestern Mutual 2006 - 2007
Skills
Copywriting, Marketing, Sales, Online Advertising, Social Media Marketing, Marketing Communications, Public Speaking, Social Media, Advertising, Social Networking, Customer Service, Strategic Planning, Marketing Strategy, New Business Development, Leadership, Entrepreneurship, Training, Small Business, Budgets, Event Planning, Team Building, Finance, Market Research, Salesforce.com, Time Management, Management, Account Management, Recruiting, Microsoft Office
Education
University of New Hampshire-Manchester 2006 — 2008
Business Administration
Merrimack College 2005 — 2006
Business Administration
Plymouth State University 2011 — 2011
Business Administration
Pinkerton Academy 2001 — 2005
High School Diploma
CarMax August 2014 - Present
Agora Publishing October 2013 - August 2014
Fidelity Investments June 2012 - September 2013
Omni Hotels May 2009 - June 2012
Northwestern Mutual 2006 - 2007
Skills
Copywriting, Marketing, Sales, Online Advertising, Social Media Marketing, Marketing Communications, Public Speaking, Social Media, Advertising, Social Networking, Customer Service, Strategic Planning, Marketing Strategy, New Business Development, Leadership, Entrepreneurship, Training, Small Business, Budgets, Event Planning, Team Building, Finance, Market Research, Salesforce.com, Time Management, Management, Account Management, Recruiting, Microsoft Office
Education
University of New Hampshire-Manchester 2006 — 2008
Business Administration
Merrimack College 2005 — 2006
Business Administration
Plymouth State University 2011 — 2011
Business Administration
Pinkerton Academy 2001 — 2005
High School Diploma
Danielle (Capone) Adams's Fidelity Investments Experience January 2008 - May 2013
Job Client Relationship at Alpha Pension Group
Industry Outsourcing/Offshoring
Experience
Alpha Pension Group May 2014 - Present
Fidelity Investments January 2008 - May 2013
Fidelity Investments July 2005 - December 2007
Fidelity Investments September 2002 - June 2005
Fidelity Investments September 2001 - August 2002
Fidelity Investments July 1994 - August 2001
Skills
Program Management, Process Improvement, Leadership, Management, Project Management, Training, Six Sigma, Organizational..., Access, Analysis, Employee Engagement, Budgets, Employee Benefits, Benefits Administration, Business Analysis, Business Process..., Business Requirements, Business Strategy, Cross-functional Team..., Operations Management, Payroll, Requirements Analysis, Requirements Gathering, Software Project..., Vendor Management
Education
Merrimack College 1990 — 1994
Business Administration and Management, General
High School
Alpha Pension Group May 2014 - Present
Fidelity Investments January 2008 - May 2013
Fidelity Investments July 2005 - December 2007
Fidelity Investments September 2002 - June 2005
Fidelity Investments September 2001 - August 2002
Fidelity Investments July 1994 - August 2001
Skills
Program Management, Process Improvement, Leadership, Management, Project Management, Training, Six Sigma, Organizational..., Access, Analysis, Employee Engagement, Budgets, Employee Benefits, Benefits Administration, Business Analysis, Business Process..., Business Requirements, Business Strategy, Cross-functional Team..., Operations Management, Payroll, Requirements Analysis, Requirements Gathering, Software Project..., Vendor Management
Education
Merrimack College 1990 — 1994
Business Administration and Management, General
High School
Joy Hodge's Fidelity Investments Experience 2007 - Present
Job VP, HR
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Global Knowledge Training 1987 - 1997
Skills
Succession Planning, Talent Management, Onboarding, Performance Management, Leadership Development, Employee Engagement, Organizational..., Workforce Planning, Organizational..., Learning Management, Organizational Design, Training
Education
Meredith College
Bachelor, Music Education
North Carolina State University
Masters, Education
Fidelity Investments 2007 - Present
Global Knowledge Training 1987 - 1997
Skills
Succession Planning, Talent Management, Onboarding, Performance Management, Leadership Development, Employee Engagement, Organizational..., Workforce Planning, Organizational..., Learning Management, Organizational Design, Training
Education
Meredith College
Bachelor, Music Education
North Carolina State University
Masters, Education
Joan Volonino's Fidelity Investments Experience 2001 - June 2008
Job Information Technology and Services Professional, Software Engineering, Systems Analysis and Technical Writing
Industry Computer Software
Experience
Fidelity Investments 2001 - June 2008
Fidelity Investments 1993 - 2001
Wang Laboratories 1985 - 1989
Skills
Unix, SQL, Oracle, Visio, Microsoft SQL Server, PL/SQL, Business Analysis, Perl, Java, COBOL, Testing, MS Project, Sybase, Databases, Unix Shell Scripting
Education
Greater Lowell Regional Technical 1989 — 1990
Computer / Programming Certification
Merrimack College
Northern Essex Community College
Fidelity Investments 2001 - June 2008
Fidelity Investments 1993 - 2001
Wang Laboratories 1985 - 1989
Skills
Unix, SQL, Oracle, Visio, Microsoft SQL Server, PL/SQL, Business Analysis, Perl, Java, COBOL, Testing, MS Project, Sybase, Databases, Unix Shell Scripting
Education
Greater Lowell Regional Technical 1989 — 1990
Computer / Programming Certification
Merrimack College
Northern Essex Community College
Gary Wadden's Fidelity Investments Experience March 2009 - Present
Job Desktop Support technician at Fidelity Investments
Industry Computer Networking
Experience
Fidelity Investments March 2009 - Present
Skills
Broadcast, Cisco Telepresence, Video Conferencing, Video, Technical Support, Software Installation, Troubleshooting, Blackberry, Hardware, Computer Hardware, VPN
Education
Merrimack College 1998 — 2002
BSEE, Electrical Engineering
Fidelity Investments March 2009 - Present
Skills
Broadcast, Cisco Telepresence, Video Conferencing, Video, Technical Support, Software Installation, Troubleshooting, Blackberry, Hardware, Computer Hardware, VPN
Education
Merrimack College 1998 — 2002
BSEE, Electrical Engineering
Philip Egan's Fidelity Investments Experience March 2007 - November 2008
Job Sr Product Owner, Opera App Store
Industry Information Technology and Services
Experience
Opera Software April 2015 - Present
Microsoft September 2012 - April 2015
Nokia January 2009 - August 2012
Fidelity Investments March 2007 - November 2008
Fidelity Investments March 2006 - February 2007
Fidelity Investments January 2005 - March 2006
Fidelity Investments October 1999 - December 2004
Education
Merrimack College 1989 — 1994
Bachelor of Arts, English
Trinity High School
Opera Software April 2015 - Present
Microsoft September 2012 - April 2015
Nokia January 2009 - August 2012
Fidelity Investments March 2007 - November 2008
Fidelity Investments March 2006 - February 2007
Fidelity Investments January 2005 - March 2006
Fidelity Investments October 1999 - December 2004
Education
Merrimack College 1989 — 1994
Bachelor of Arts, English
Trinity High School
Bob Roderick's Fidelity Investments Experience November 2006 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
EMPOWER Retirement November 2009 - Present
Fidelity Investments November 2006 - December 2008
John Hancock Funds August 2003 - June 2006
Putnam Investments August 1997 - August 2003
Learning Technologies, Inc. 1989 - 1997
Skills
401k, Retirement, Series 63, Mutual Funds, Retirement Planning, Process Improvement, Investments, Life Insurance, Call Center, Risk Management, Defined Benefit, Asset Allocation, 529 Plans, Wealth Management, Series 7, CRPS
Education
Southern New Hampshire University 2012 — 2016
Master of Business Administration (M.B.A.), Finance
Merrimack College 1999 — 2006
Bachelor of Science, Finance
EMPOWER Retirement November 2009 - Present
Fidelity Investments November 2006 - December 2008
John Hancock Funds August 2003 - June 2006
Putnam Investments August 1997 - August 2003
Learning Technologies, Inc. 1989 - 1997
Skills
401k, Retirement, Series 63, Mutual Funds, Retirement Planning, Process Improvement, Investments, Life Insurance, Call Center, Risk Management, Defined Benefit, Asset Allocation, 529 Plans, Wealth Management, Series 7, CRPS
Education
Southern New Hampshire University 2012 — 2016
Master of Business Administration (M.B.A.), Finance
Merrimack College 1999 — 2006
Bachelor of Science, Finance
Frank Wizboski's Fidelity Investments Experience October 2007 - November 2008
Job Product Manager at Scivantage
Industry Financial Services
Experience
Scivantage February 2011 - Present
Fidelity Investments October 2007 - November 2008
ActionsXchange 1997 - 2008
Fidelity Investments June 2005 - October 2007
Fidelity Investments June 2000 - June 2005
Fidelity Investments August 1993 - June 2000
Skills
Corporate Actions, Business Analysis, Customer Relations, Fixed Income, Bloomberg, Equities, Client Service, Data Analysis, Access, Excel, Analysis, Problem Solving, Vendor Management, Back Office, Program Management, Middle Office, Management, Client Services, Customer Service, Microsoft Excel, Mutual Funds, Securities
Education
Merrimack College 1989 — 1993
BS, Business
Scivantage February 2011 - Present
Fidelity Investments October 2007 - November 2008
ActionsXchange 1997 - 2008
Fidelity Investments June 2005 - October 2007
Fidelity Investments June 2000 - June 2005
Fidelity Investments August 1993 - June 2000
Skills
Corporate Actions, Business Analysis, Customer Relations, Fixed Income, Bloomberg, Equities, Client Service, Data Analysis, Access, Excel, Analysis, Problem Solving, Vendor Management, Back Office, Program Management, Middle Office, Management, Client Services, Customer Service, Microsoft Excel, Mutual Funds, Securities
Education
Merrimack College 1989 — 1993
BS, Business
Christine (Wenzel) Petersen's Fidelity Investments Experience January 2012 - July 2014
Job Business Manager, Loan Originations and Corporate Strategy at Salus Capital Partners
Industry Banking
Experience
Salus Capital Partners July 2014 - Present
Fidelity Investments January 2012 - July 2014
J. Robert Scott, a Fidelity Investments Company May 2008 - January 2012
Elkus Manfredi Architects 2007 - 2008
Elkus Manfredi Architects 2006 - 2007
Aspen Technology 2004 - 2006
Aspen Technology 2003 - 2004
EF Educational Tours January 2000 - January 2002
Education
Muscular Therapy Institute 2002 — 2004
Licensed Massage Therapist
Merrimack College 1994 — 1998
Bachelor of Arts (B.A.), English and French, Summa Cum Laude
Bishop Fenwick High School 1990 — 1994
Salus Capital Partners July 2014 - Present
Fidelity Investments January 2012 - July 2014
J. Robert Scott, a Fidelity Investments Company May 2008 - January 2012
Elkus Manfredi Architects 2007 - 2008
Elkus Manfredi Architects 2006 - 2007
Aspen Technology 2004 - 2006
Aspen Technology 2003 - 2004
EF Educational Tours January 2000 - January 2002
Education
Muscular Therapy Institute 2002 — 2004
Licensed Massage Therapist
Merrimack College 1994 — 1998
Bachelor of Arts (B.A.), English and French, Summa Cum Laude
Bishop Fenwick High School 1990 — 1994
Clifton Spinney CFP® CRPC®'s Fidelity Investments Experience 1999 - 2007
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS April 2013 - Present
Merrill Lynch February 2007 - April 2013
Fidelity Investments 1999 - 2007
Education
Merrimack College 1994 — 1999
Finance, Accounting & Finance
UBS April 2013 - Present
Merrill Lynch February 2007 - April 2013
Fidelity Investments 1999 - 2007
Education
Merrimack College 1994 — 1999
Finance, Accounting & Finance
Daniel Garron, CFP®'s Fidelity Investments Experience April 2006 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2006 - Present
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Economics
Merrimack College
Professional Certification, Financial Planning and Services
Fidelity Investments April 2006 - Present
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Economics
Merrimack College
Professional Certification, Financial Planning and Services
Jarasia Wilson's Fidelity Investments Experience Cash Operations AnalystHess Corporation2000 - 2006
Job Senior Treasury Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Cash Operations AnalystHess Corporation2000 - 2006
Education
Mercy College
Fidelity Investments Cash Operations AnalystHess Corporation2000 - 2006
Education
Mercy College
Al Gloskowski's Fidelity Investments Experience 2010 - Present
Job Computer Software Professional
Industry Information Technology and Services
Experience
Fidelity Investments 2010 - Present
Hewlett Packard Co. / Oracle Co., 2005 - 2009
Hewlett-Packard 1987 - 2009
Hewlett-Packard 1987 - 2009
Hewlett-Packard 1987 - 2009
DEC / Compaq / Hewlett Packard Co., 1994 - 2005
Digital Equipment Corp. (DEC) 1991 - 1994
Skills
Unix, Perl, Linux, Databases, Software Development, Oracle, PL/SQL, SQL, Software Documentation, Eclipse, Java, JavaScript
Education
Merrimack College 2010 — 2010
non-degree, •Oracle Database 11g – DBA – OCP Certificate Program
Rivier College 1995 — 1997
M.S., Computer Science
Digital Equipment Corp - Software Technology Education Program 1990 — 1991
Equiv. of B.S., Software Technology
Northern Essex Community College 1986 — 1989
Associate Degree, Electronic Technology
Fidelity Investments 2010 - Present
Hewlett Packard Co. / Oracle Co., 2005 - 2009
Hewlett-Packard 1987 - 2009
Hewlett-Packard 1987 - 2009
Hewlett-Packard 1987 - 2009
DEC / Compaq / Hewlett Packard Co., 1994 - 2005
Digital Equipment Corp. (DEC) 1991 - 1994
Skills
Unix, Perl, Linux, Databases, Software Development, Oracle, PL/SQL, SQL, Software Documentation, Eclipse, Java, JavaScript
Education
Merrimack College 2010 — 2010
non-degree, •Oracle Database 11g – DBA – OCP Certificate Program
Rivier College 1995 — 1997
M.S., Computer Science
Digital Equipment Corp - Software Technology Education Program 1990 — 1991
Equiv. of B.S., Software Technology
Northern Essex Community College 1986 — 1989
Associate Degree, Electronic Technology
Vince Selip's Fidelity Investments Experience February 2013 - August 2014
Job Vice President, Senior Supervision Principal at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Fidelity Investments February 2013 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Research, Outlook, English, Teamwork, Data Analysis, Translation, Access
Education
Mercyhurst University 2010 — 2011
Graduate Certificate, Applied Intelligence
The Ohio State University 2005 — 2010
BA, Arabic, International Studies
The American University in Cairo 2008 — 2009
Arabic
Merrill Lynch August 2014 - Present
Fidelity Investments February 2013 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Research, Outlook, English, Teamwork, Data Analysis, Translation, Access
Education
Mercyhurst University 2010 — 2011
Graduate Certificate, Applied Intelligence
The Ohio State University 2005 — 2010
BA, Arabic, International Studies
The American University in Cairo 2008 — 2009
Arabic
Courtney Godwin's Fidelity Investments Experience May 2010 - August 2012
Job DC Construction Group at Duke Realty Corporation
Industry Construction
Experience
Duke Realty Corporation August 2012 - Present
Fidelity Investments May 2010 - August 2012
Charlotte's Inc. January 2009 - May 2010
The Elizabeth Dole Committee August 2008 - December 2008
Bell & Associates Interior Design January 2008 - June 2008
Skills
Interior Design, Management, Microsoft Office, Photoshop, Sales, SketchUp, AutoCAD, Human Resources, Construction..., Customer Service, Organizational..., Interior Architecture, Construction Management, Interior Space Planning, Social Media, Event Planning, Marketing, Data Analysis, Time Management, Organizational Design, Exceptional People..., Social Networking, Microsoft Excel, Vendor Relationship..., PowerPoint, Managing Up, Marketing Communications, Microsoft Word, Strategic Planning, Market Research, Research, Pre-construction, Organizational..., Program Development, Travel Management, Social Media Marketing, Conflict Resolution, Interior Fit-out, Employee Wellness..., Diversity & Inclusion, Construction Drawings, Supplier Diversity, Bluebeam, Public Speaking
Education
Meredith College 2004 — 2008
Bachelor of Science (BS), Interior Design, Minor in Art
Duke Realty Corporation August 2012 - Present
Fidelity Investments May 2010 - August 2012
Charlotte's Inc. January 2009 - May 2010
The Elizabeth Dole Committee August 2008 - December 2008
Bell & Associates Interior Design January 2008 - June 2008
Skills
Interior Design, Management, Microsoft Office, Photoshop, Sales, SketchUp, AutoCAD, Human Resources, Construction..., Customer Service, Organizational..., Interior Architecture, Construction Management, Interior Space Planning, Social Media, Event Planning, Marketing, Data Analysis, Time Management, Organizational Design, Exceptional People..., Social Networking, Microsoft Excel, Vendor Relationship..., PowerPoint, Managing Up, Marketing Communications, Microsoft Word, Strategic Planning, Market Research, Research, Pre-construction, Organizational..., Program Development, Travel Management, Social Media Marketing, Conflict Resolution, Interior Fit-out, Employee Wellness..., Diversity & Inclusion, Construction Drawings, Supplier Diversity, Bluebeam, Public Speaking
Education
Meredith College 2004 — 2008
Bachelor of Science (BS), Interior Design, Minor in Art
Salma Salem's Fidelity Investments Experience September 2012 - March 2015
Job MPS Corporate Trainer
Industry Hospital & Health Care
Experience
Millennia Patient Services (MPS) April 2015 - Present
Fidelity Investments September 2012 - March 2015
Xerox September 2008 - September 2012
Xerox February 2005 - June 2008
Skills
Customer Service, Microsoft Word, Sales, Financial Analysis, Banking, Microsoft Office, Microsoft Excel, PowerPoint, Business Analysis, Investments, Management, Business Strategy, Finance, Data Analysis, Access, Insurance, Financial Services, Business Planning, Employee Training, Training & Development, Public Relations, Computer Proficiency, AutoCAD, Leadership, Public Speaking, Training
Education
Meredith College 2007 — 2009
Bachelor's degree, Business Administration and Management, General
Wake Technical Community College 2005 — 2007
Associate's degree, Transfer Program
Millennia Patient Services (MPS) April 2015 - Present
Fidelity Investments September 2012 - March 2015
Xerox September 2008 - September 2012
Xerox February 2005 - June 2008
Skills
Customer Service, Microsoft Word, Sales, Financial Analysis, Banking, Microsoft Office, Microsoft Excel, PowerPoint, Business Analysis, Investments, Management, Business Strategy, Finance, Data Analysis, Access, Insurance, Financial Services, Business Planning, Employee Training, Training & Development, Public Relations, Computer Proficiency, AutoCAD, Leadership, Public Speaking, Training
Education
Meredith College 2007 — 2009
Bachelor's degree, Business Administration and Management, General
Wake Technical Community College 2005 — 2007
Associate's degree, Transfer Program
Dave Drislane's Fidelity Investments Experience November 2006 - April 2011
Job at
Industry Financial Services
Experience
ADP October 2013 - Present
MFS Investment Management April 2011 - October 2013
Fidelity Investments November 2006 - April 2011
Skills
Workforce Management, Strategic Planning, Process Improvement, Business Process..., Analysis, Time Management, Business Analysis, Strategy, Analytics, Risk Management, Customer Experience, Business Process, Finance, Telecommunications, Customer Service, Reporting & Analysis, MS Office, Business Intelligence, Vendor Management, CRM, Call Centers, Management, Program Management
Education
Merrimack College 1992 — 1997
B.S. Business Administration, Marketing
ADP October 2013 - Present
MFS Investment Management April 2011 - October 2013
Fidelity Investments November 2006 - April 2011
Skills
Workforce Management, Strategic Planning, Process Improvement, Business Process..., Analysis, Time Management, Business Analysis, Strategy, Analytics, Risk Management, Customer Experience, Business Process, Finance, Telecommunications, Customer Service, Reporting & Analysis, MS Office, Business Intelligence, Vendor Management, CRM, Call Centers, Management, Program Management
Education
Merrimack College 1992 — 1997
B.S. Business Administration, Marketing
Kimberly Denise Pearce's Fidelity Investments Experience January 2013 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
NC Administrative Office of the Courts February 2012 - December 2012
NC Community Colleges May 2007 - February 2012
Skills
Complex Problem Solving, Judgment and Decision..., Writing
Education
Meredith College 2000 — 2003
BS, Computer Info Systems
Fidelity Investments January 2013 - Present
NC Administrative Office of the Courts February 2012 - December 2012
NC Community Colleges May 2007 - February 2012
Skills
Complex Problem Solving, Judgment and Decision..., Writing
Education
Meredith College 2000 — 2003
BS, Computer Info Systems
Gerald D'Apice's Fidelity Investments Experience August 2013 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Great West Retirement Services July 2011 - July 2013
Putnam Investments September 2010 - June 2011
Skills
Mutual Funds, Series 63, Series 6, Series 7, Bloomberg, Defined Contribution, 401k, Fixed Income, FINRA, Defined Benefit, Equities, Securities, Investments, Uniform Combined State..., Financial Services, Call Center, Lotus Notes, Series 24, Asset Allocation, Customer Service
Education
Merrimack College 2006 — 2010
Bachelor of Science (BS), Finance, General
Fidelity Investments August 2013 - Present
Great West Retirement Services July 2011 - July 2013
Putnam Investments September 2010 - June 2011
Skills
Mutual Funds, Series 63, Series 6, Series 7, Bloomberg, Defined Contribution, 401k, Fixed Income, FINRA, Defined Benefit, Equities, Securities, Investments, Uniform Combined State..., Financial Services, Call Center, Lotus Notes, Series 24, Asset Allocation, Customer Service
Education
Merrimack College 2006 — 2010
Bachelor of Science (BS), Finance, General
Christine Sablone's Fidelity Investments Experience June 1998 - January 2003
Job Senior Business Analyst at Loring, Wolcott & Coolidge
Industry Financial Services
Experience
Loring, Wolcott & Coolidge October 2010 - Present
SLG Benefits & Insurance LLC October 2009 - October 2010
BradBASE Services 2006 - 2009
Fidelity Investments June 1998 - January 2003
Skills
Business Analysis, Systems Analysis, Crystal Reports, SQL, Relational Databases, Accounting, Software Project..., Databases, Requirements Gathering, Microsoft SQL Server, Financial Services, Team Leadership, Project Management, Software Development, Access
Education
Merrimack College 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, Accounting
Loring, Wolcott & Coolidge October 2010 - Present
SLG Benefits & Insurance LLC October 2009 - October 2010
BradBASE Services 2006 - 2009
Fidelity Investments June 1998 - January 2003
Skills
Business Analysis, Systems Analysis, Crystal Reports, SQL, Relational Databases, Accounting, Software Project..., Databases, Requirements Gathering, Microsoft SQL Server, Financial Services, Team Leadership, Project Management, Software Development, Access
Education
Merrimack College 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, Accounting
Brad McMenamon's Fidelity Investments Experience November 2012 - Present
Job Senior Analyst – Fund of Fund Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2012 - Present
Fidelity Investments November 2005 - October 2012
Fidelity Investments October 2003 - October 2005
Fidelity Investments May 2000 - September 2003
Fidelity Investments November 1998 - April 2000
Putnam Investments January 1997 - October 1998
Skills
Account Reconciliation, Mutual Funds, OFAC, ACH, Fedwire, Process Improvement, Lean Thinking, Anti-Laundering..., Regulatory Compliance, Wire Transfer..., Cash Movement Monitoring, Team Leadership, Staff Training /..., Multi-Site Operations, Lean / Six Sigma..., Disaster Recovery..., Product Launch / Review, Workflow Management, Audit / Review..., Report Generation /..., Project Management, Auditing, Portfolio Management, Training, Management, Analysis
Education
Suffolk University 2003 — 2006
Master of Business Administration (M.B.A.)
Merrimack College 1992 — 1997
Bachelor's degree, Accounting
Fidelity Investments November 2012 - Present
Fidelity Investments November 2005 - October 2012
Fidelity Investments October 2003 - October 2005
Fidelity Investments May 2000 - September 2003
Fidelity Investments November 1998 - April 2000
Putnam Investments January 1997 - October 1998
Skills
Account Reconciliation, Mutual Funds, OFAC, ACH, Fedwire, Process Improvement, Lean Thinking, Anti-Laundering..., Regulatory Compliance, Wire Transfer..., Cash Movement Monitoring, Team Leadership, Staff Training /..., Multi-Site Operations, Lean / Six Sigma..., Disaster Recovery..., Product Launch / Review, Workflow Management, Audit / Review..., Report Generation /..., Project Management, Auditing, Portfolio Management, Training, Management, Analysis
Education
Suffolk University 2003 — 2006
Master of Business Administration (M.B.A.)
Merrimack College 1992 — 1997
Bachelor's degree, Accounting
Elizabeth Schlieper's Fidelity Investments Experience May 2013 - August 2013
Job Java Developer at Virginia Tech
Industry Computer Software
Experience
Virginia Tech August 2015 - Present
University of Maryland College Park August 2014 - May 2015
Meredith College Learning Center March 2012 - May 2014
Fidelity Investments May 2013 - August 2013
Meredith College November 2012 - May 2013
STARS Leadership Corps August 2011 - May 2012
Skills
Java, Computer Science, HTML, XML, Windows, Web Development, Web Applications, Tutoring, CSS, HTML 5, Writing, Editing, Microsoft Excel, Public Speaking, Research, Microsoft Office, PowerPoint
Education
Meredith College 2010 — 2014
Bachelor of Science (B.S.), Computer Science
Green Hope High School 2006 — 2010
High School Diploma
Virginia Tech August 2015 - Present
University of Maryland College Park August 2014 - May 2015
Meredith College Learning Center March 2012 - May 2014
Fidelity Investments May 2013 - August 2013
Meredith College November 2012 - May 2013
STARS Leadership Corps August 2011 - May 2012
Skills
Java, Computer Science, HTML, XML, Windows, Web Development, Web Applications, Tutoring, CSS, HTML 5, Writing, Editing, Microsoft Excel, Public Speaking, Research, Microsoft Office, PowerPoint
Education
Meredith College 2010 — 2014
Bachelor of Science (B.S.), Computer Science
Green Hope High School 2006 — 2010
High School Diploma
Pamela Ogle's Fidelity Investments Experience 2006 - 2007
Job Admin Support at Sonoco
Industry Packaging and Containers
Experience
Sonoco March 2011 - Present
Edward Jones May 2008 - October 2010
Fidelity Investments 2006 - 2007
Centex Homes May 2000 - March 2006
Education
Meredith College 1987 — 1994
Bachelor of Science (B.S.), Business Administration/Marketing
Fayetteville Technical Institute 1984 — 1986
Associate of Science (A.S.), Business Computer Programming
Sonoco March 2011 - Present
Edward Jones May 2008 - October 2010
Fidelity Investments 2006 - 2007
Centex Homes May 2000 - March 2006
Education
Meredith College 1987 — 1994
Bachelor of Science (B.S.), Business Administration/Marketing
Fayetteville Technical Institute 1984 — 1986
Associate of Science (A.S.), Business Computer Programming
Brendon Vachon, CFP®'s Fidelity Investments Experience December 2009 - Present
Job Retirement Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2009 - Present
Skills
Certified Financial..., Investments, Retirement Planning, Rental Real Estate, Financial Services, Business
Education
Southern New Hampshire University 2013 — 2016
Master's degree, Financial Planning and Services
Merrimack College 2010 — 2012
Certificate, Financial Planning and Services
University of New Hampshire-Manchester 2005 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
Fidelity Investments December 2009 - Present
Skills
Certified Financial..., Investments, Retirement Planning, Rental Real Estate, Financial Services, Business
Education
Southern New Hampshire University 2013 — 2016
Master's degree, Financial Planning and Services
Merrimack College 2010 — 2012
Certificate, Financial Planning and Services
University of New Hampshire-Manchester 2005 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
Andrew Montano's Fidelity Investments Experience May 2015 - Present
Job Accounting Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments May 2013 - May 2015
Liberty Mutual Insurance March 2012 - May 2013
Beacon Hill Staffing Group August 2010 - March 2012
Skills
Microsoft Excel, Pivot Tables, ADP Payroll, FRx, Essbase, Great Plains Software, Analysis, Account Reconciliation, Financial Analysis, Microsoft Office, Financial Statements
Education
Suffolk University 2014 — 2017
Master of Business Administration (M.B.A.)
Merrimack College 2006 — 2009
Bachelor of Science (BS), Accounting
Fidelity Investments May 2015 - Present
Fidelity Investments May 2013 - May 2015
Liberty Mutual Insurance March 2012 - May 2013
Beacon Hill Staffing Group August 2010 - March 2012
Skills
Microsoft Excel, Pivot Tables, ADP Payroll, FRx, Essbase, Great Plains Software, Analysis, Account Reconciliation, Financial Analysis, Microsoft Office, Financial Statements
Education
Suffolk University 2014 — 2017
Master of Business Administration (M.B.A.)
Merrimack College 2006 — 2009
Bachelor of Science (BS), Accounting
David Hardcastle's Fidelity Investments Experience October 2011 - Present
Job Director Business Strategy and Execution at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Fidelity Investments November 2005 - October 2011
Education
Merrimack College 1986 — 1991
BS, Political Science and Government
Fidelity Investments October 2011 - Present
Fidelity Investments November 2005 - October 2011
Education
Merrimack College 1986 — 1991
BS, Political Science and Government
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank