Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Jonathan Ramsey Jonathan Ramsey's Fidelity Investments Experience March 2013 - Present
Job Senior Compliance Adviser at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Kraft Sports Production April 2002 - Present
Bank of America January 2012 - March 2013
Bank of America September 2008 - December 2011
Robeco Investment Management May 2007 - August 2008
Putnam Investments 2005 - 2007
Skills
Trading, Asset Allocation, Bloomberg, Fixed Income, Investments, Series 7, Securities, Mutual Funds, Equities
Education
Merrimack College 2000 — 2004
BS, Finance
Fidelity Investments March 2013 - Present
Kraft Sports Production April 2002 - Present
Bank of America January 2012 - March 2013
Bank of America September 2008 - December 2011
Robeco Investment Management May 2007 - August 2008
Putnam Investments 2005 - 2007
Skills
Trading, Asset Allocation, Bloomberg, Fixed Income, Investments, Series 7, Securities, Mutual Funds, Equities
Education
Merrimack College 2000 — 2004
BS, Finance
Tricia Quinn Gardella Tricia Quinn Gardella's Fidelity Investments Experience 1994 - 2004
Job Strategic Resource Group at Thomas H. Lee Partners
Industry Financial Services
Experience
Thomas H. Lee Partners 2011 - Present
Bracebridge Capital 2006 - 2011
Morgan Stanley Smith Barney 2004 - 2006
Fidelity Investments 1994 - 2004
Skills
Investments, Equities, Financial Analysis, Portfolio Management, Hedge Funds, Mutual Funds, Bloomberg, Alternative Investments, Fixed Income, Positive Can-do Attitude, Friendly Personality, Dependable Team Player, Team-oriented, Management, Capital Markets, Financial Services, Strategy, Financial Modeling, Finance
Education
Merrimack College 1986 — 1990
Marketing
Thomas H. Lee Partners 2011 - Present
Bracebridge Capital 2006 - 2011
Morgan Stanley Smith Barney 2004 - 2006
Fidelity Investments 1994 - 2004
Skills
Investments, Equities, Financial Analysis, Portfolio Management, Hedge Funds, Mutual Funds, Bloomberg, Alternative Investments, Fixed Income, Positive Can-do Attitude, Friendly Personality, Dependable Team Player, Team-oriented, Management, Capital Markets, Financial Services, Strategy, Financial Modeling, Finance
Education
Merrimack College 1986 — 1990
Marketing
Sterling Broadbent, CAMS Sterling Broadbent, CAMS's Fidelity Investments Experience October 1995 - April 1997
Job AML & Compliance Professional
Industry Financial Services
Experience
Sterling Compliance Services May 2013 - Present
Gerson Lehrman Group March 2013 - Present
NFP Securities October 2000 - February 2013
Morgan Stanley Online January 1999 - October 2000
Zions Bank August 1997 - October 1998
Fidelity Investments October 1995 - April 1997
Skills
Compliance, Risk Management, Securities, FINRA, AML, Series 7, Series 24, Procedure Development, Regulatory Affairs, Bank Secrecy Act, OFAC, Customer Service, Vendor Management, Options, Equities, Fixed Income, Mutual Funds, Due Diligence, Training, Spanish, Certified Anti-Money..., Gramm-Leach-Bliley, Privacy Policies, Microsoft Applications, Registered Investment..., Investment Advisor..., Variable Annuities, FCRA, Margin, Investment Advisory, Mergers & Acquisitions, Leadership, Internal Audit, Alternative Investments, Wealth Management, Fraud, Investments, Retirement Planning, Retirement, Bonds, Financial Advisory, Strategic Financial..., Portfolio Management, Fixed Annuities, Anti Money Laundering, KYC, Financial Services
Education
Southern New Hampshire University 2012 — 2015
International MBA
Kaplan Continuing Education 2006 — 2008
Certificate, Risk Management
University of Utah 1994 — 1998
BS, Economics
Mesa Community College 1988 — 1990
General Studies
California Arcadia Mission 1986 — 1988
Spanish
Westwood High School 1983 — 1985
Sterling Compliance Services May 2013 - Present
Gerson Lehrman Group March 2013 - Present
NFP Securities October 2000 - February 2013
Morgan Stanley Online January 1999 - October 2000
Zions Bank August 1997 - October 1998
Fidelity Investments October 1995 - April 1997
Skills
Compliance, Risk Management, Securities, FINRA, AML, Series 7, Series 24, Procedure Development, Regulatory Affairs, Bank Secrecy Act, OFAC, Customer Service, Vendor Management, Options, Equities, Fixed Income, Mutual Funds, Due Diligence, Training, Spanish, Certified Anti-Money..., Gramm-Leach-Bliley, Privacy Policies, Microsoft Applications, Registered Investment..., Investment Advisor..., Variable Annuities, FCRA, Margin, Investment Advisory, Mergers & Acquisitions, Leadership, Internal Audit, Alternative Investments, Wealth Management, Fraud, Investments, Retirement Planning, Retirement, Bonds, Financial Advisory, Strategic Financial..., Portfolio Management, Fixed Annuities, Anti Money Laundering, KYC, Financial Services
Education
Southern New Hampshire University 2012 — 2015
International MBA
Kaplan Continuing Education 2006 — 2008
Certificate, Risk Management
University of Utah 1994 — 1998
BS, Economics
Mesa Community College 1988 — 1990
General Studies
California Arcadia Mission 1986 — 1988
Spanish
Westwood High School 1983 — 1985
Mike Musser Mike Musser's Fidelity Investments Experience July 2012 - Present
Job Design Director at Fidelity Investments
Industry Internet
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments July 2005 - July 2012
Fidelity Investments June 2001 - July 2005
M Square Interactive January 2000 - June 2001
Organic, Inc. April 2000 - December 2000
Teralon Interactive July 1999 - April 2000
Mystic Scenic Studio February 1996 - July 1998
Skills
User Experience, Information Architecture, Graphic Design, User Interface Design, Interaction Design, Web Design, Art Direction, CSS, Information Design, Graphics, Flash, E-commerce, User-centered Design, Heuristic Evaluation, Card Sorting, User Experience Design, User Interface
Education
Messiah College 1990 — 1995
Bachelor of Arts
Fidelity Investments July 2012 - Present
Fidelity Investments July 2005 - July 2012
Fidelity Investments June 2001 - July 2005
M Square Interactive January 2000 - June 2001
Organic, Inc. April 2000 - December 2000
Teralon Interactive July 1999 - April 2000
Mystic Scenic Studio February 1996 - July 1998
Skills
User Experience, Information Architecture, Graphic Design, User Interface Design, Interaction Design, Web Design, Art Direction, CSS, Information Design, Graphics, Flash, E-commerce, User-centered Design, Heuristic Evaluation, Card Sorting, User Experience Design, User Interface
Education
Messiah College 1990 — 1995
Bachelor of Arts
Jessica Boynton Jessica Boynton's Fidelity Investments Experience September 2011 - May 2013
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2014 - Present
Adviser Investments May 2013 - June 2014
Fidelity Investments September 2011 - May 2013
Fidelity Investments August 2010 - September 2011
Fidelity Investments December 2009 - August 2010
Merrimack Mortgage February 2009 - December 2009
Skills
Series 7, Mutual Funds, Uniform Combined State..., Retirement, Retirement Planning, FINRA, Securities, Investments, Strategic Financial..., Fixed Income, Relationship Management, Equities, Trading, Options, Insurance, Mortgage Lending, Investment Advisory, Financial Services, 401k, Bonds, Wealth, Wealth Management..., Stocks, 529 Plans, 401k Rollovers, High Net Worth..., Roth IRA, Finance, Electronic Trading, IRAs, Equity Research, Loans, College Savings Plans, Derivatives, ETFs, Series 65, Asset Allocation, Series 63, Wealth Management, Life Insurance, Long Term Care Insurance
Education
Merrimack College 2010 — 2011
Certificate in Financial Planning
Southern New Hampshire University 2005 — 2009
B.S. Business Studies - International Management, Cum Laude
Northwestern Mutual June 2014 - Present
Adviser Investments May 2013 - June 2014
Fidelity Investments September 2011 - May 2013
Fidelity Investments August 2010 - September 2011
Fidelity Investments December 2009 - August 2010
Merrimack Mortgage February 2009 - December 2009
Skills
Series 7, Mutual Funds, Uniform Combined State..., Retirement, Retirement Planning, FINRA, Securities, Investments, Strategic Financial..., Fixed Income, Relationship Management, Equities, Trading, Options, Insurance, Mortgage Lending, Investment Advisory, Financial Services, 401k, Bonds, Wealth, Wealth Management..., Stocks, 529 Plans, 401k Rollovers, High Net Worth..., Roth IRA, Finance, Electronic Trading, IRAs, Equity Research, Loans, College Savings Plans, Derivatives, ETFs, Series 65, Asset Allocation, Series 63, Wealth Management, Life Insurance, Long Term Care Insurance
Education
Merrimack College 2010 — 2011
Certificate in Financial Planning
Southern New Hampshire University 2005 — 2009
B.S. Business Studies - International Management, Cum Laude
Jay Menesale's Fidelity Investments Experience March 2004 - November 2008
Job Compliance Officer Citizens Securities, Inc.
Industry Financial Services
Experience
Citizens Securities, Inc. December 2012 - Present
MMC Securities Corp. September 2009 - January 2011
Fidelity Investments March 2004 - November 2008
Fidelity Investments Tax Exempt Services Company 1997 - 2004
Fidelity Investments Retirement Services Company October 1994 - November 1996
Fidelity Customer Problem Resolution Group 1994 - 1994
Skills
Series 7, Leadership, Financial Risk, Series 24, Series 65, Series 53, ERISA, FINRA, Retirement, Risk Management, Retirement Planning, Securities, Relationship Management, Series 63
Education
Merrimack College 1999 — 2000
Certificate in Financial Planning
University of Massachusetts at Lowell
BS Business Administration, Marketing Concentration
Citizens Securities, Inc. December 2012 - Present
MMC Securities Corp. September 2009 - January 2011
Fidelity Investments March 2004 - November 2008
Fidelity Investments Tax Exempt Services Company 1997 - 2004
Fidelity Investments Retirement Services Company October 1994 - November 1996
Fidelity Customer Problem Resolution Group 1994 - 1994
Skills
Series 7, Leadership, Financial Risk, Series 24, Series 65, Series 53, ERISA, FINRA, Retirement, Risk Management, Retirement Planning, Securities, Relationship Management, Series 63
Education
Merrimack College 1999 — 2000
Certificate in Financial Planning
University of Massachusetts at Lowell
BS Business Administration, Marketing Concentration
Jillian Bert Jillian Bert's Fidelity Investments Experience September 2012 - Present
Job Associate Treasury Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments May 2012 - September 2012
The Savings Bank - TSB August 2008 - August 2012
Merrimack College March 2010 - December 2010
Skills
Excel, PowerPoint, Word, Microsoft Office, Access, Accounting, Accounts Payable, Accounts Receivable, Analysis, Auditing, Banking, Customer Service, Financial Accounting, Microsoft Excel, Microsoft Word, Risk Management, Time Management, Account Reconciliation, Financial Analysis, Finance, Leadership
Education
Southern New Hampshire University 2012 — 2016
Master of Business Administration (MBA), Finance, General
Merrimack College 2008 — 2012
Bachelor of Science, Finance and Mathematics
Salem High School 2004 — 2008
Fidelity Investments September 2012 - Present
Fidelity Investments May 2012 - September 2012
The Savings Bank - TSB August 2008 - August 2012
Merrimack College March 2010 - December 2010
Skills
Excel, PowerPoint, Word, Microsoft Office, Access, Accounting, Accounts Payable, Accounts Receivable, Analysis, Auditing, Banking, Customer Service, Financial Accounting, Microsoft Excel, Microsoft Word, Risk Management, Time Management, Account Reconciliation, Financial Analysis, Finance, Leadership
Education
Southern New Hampshire University 2012 — 2016
Master of Business Administration (MBA), Finance, General
Merrimack College 2008 — 2012
Bachelor of Science, Finance and Mathematics
Salem High School 2004 — 2008
Kelly A Mailloux Kelly A Mailloux's Fidelity Investments Experience July 2005 - May 2006
Job Vice President, Small Business Banker at Bank of America
Industry Financial Services
Experience
Bank of America January 2012 - January 2014
Fifth Third Bank August 2009 - December 2011
IMMUNOPATH PROFILE INC. May 2008 - August 2009
Southworth Development LLC: Meredith Bay August 2006 - August 2008
Southworth Development: Renaissance Golf Club May 2006 - August 2006
Fidelity Investments July 2005 - May 2006
Fidelity Investments November 2004 - July 2005
Southworth Development LLC: Willowbend Country Club August 2003 - September 2004
Education
Merrimack College 1998 — 2002
Bachelor of Science, Business Administration; Marketing
Falmouth High School
Bank of America January 2012 - January 2014
Fifth Third Bank August 2009 - December 2011
IMMUNOPATH PROFILE INC. May 2008 - August 2009
Southworth Development LLC: Meredith Bay August 2006 - August 2008
Southworth Development: Renaissance Golf Club May 2006 - August 2006
Fidelity Investments July 2005 - May 2006
Fidelity Investments November 2004 - July 2005
Southworth Development LLC: Willowbend Country Club August 2003 - September 2004
Education
Merrimack College 1998 — 2002
Bachelor of Science, Business Administration; Marketing
Falmouth High School
Laura Sheridan's Fidelity Investments Experience May 2006 - February 2011
Job Retail & Regional Accounting Manager Americas
Industry Retail
Experience
Clarks Americas March 2011 - Present
Fidelity Investments May 2006 - February 2011
Converse March 2004 - April 2006
Deloitte January 2000 - March 2004
Skills
Financial Reporting, Accounting, Internal Controls, Financial Analysis, Auditing, Forecasting, Sarbanes-Oxley Act, Hyperion Enterprise, Microsoft Excel, Financial Modeling, Finance
Education
Merrimack College 1995 — 1999
BS
University of Massachusetts Dartmouth 1994 — 1995
Clarks Americas March 2011 - Present
Fidelity Investments May 2006 - February 2011
Converse March 2004 - April 2006
Deloitte January 2000 - March 2004
Skills
Financial Reporting, Accounting, Internal Controls, Financial Analysis, Auditing, Forecasting, Sarbanes-Oxley Act, Hyperion Enterprise, Microsoft Excel, Financial Modeling, Finance
Education
Merrimack College 1995 — 1999
BS
University of Massachusetts Dartmouth 1994 — 1995
Stacy Devanney Stacy Devanney's Fidelity Investments Experience March 2008 - February 2009
Job
Industry Health, Wellness and Fitness
Experience
Sol Shine Denver January 2014 - Present
.. December 2012 - Present
Stacy.artistwebsites.com April 2009 - Present
Cherry Creek Grill May 2012 - September 2012
Max n Dylans September 2011 - March 2012
UndergroundLuv March 2009 - March 2011
Fidelity Investments March 2008 - February 2009
CardScan February 2004 - March 2008
Skills
Marketing, Sales, Leadership, Quick Study, Social Media, Management, Event Management, Event Planning, Marketing Strategy, Budgets, Social Media Marketing, Photoshop, Customer Service, Email Marketing, Online Marketing, Online Advertising, Product Development, Sales Management, Editing, Team Building, •Proficient in Windows..., •Proficient in..., Recognized for taking a..., Coordinates office..., Demonstrates high level..., Demonstrates high level..., Equally effective at..., Hardworking, energetic,..., Recognized for assuming..., Medical Billing, Master Scheduling, Innovation, Creative Direction, Success Driven
Education
Merrimack College 1998 — 2002
Communications, Communications and Psychology
Overland H.S. 1994 — 1998
H.S. Diploma
Sol Shine Denver January 2014 - Present
.. December 2012 - Present
Stacy.artistwebsites.com April 2009 - Present
Cherry Creek Grill May 2012 - September 2012
Max n Dylans September 2011 - March 2012
UndergroundLuv March 2009 - March 2011
Fidelity Investments March 2008 - February 2009
CardScan February 2004 - March 2008
Skills
Marketing, Sales, Leadership, Quick Study, Social Media, Management, Event Management, Event Planning, Marketing Strategy, Budgets, Social Media Marketing, Photoshop, Customer Service, Email Marketing, Online Marketing, Online Advertising, Product Development, Sales Management, Editing, Team Building, •Proficient in Windows..., •Proficient in..., Recognized for taking a..., Coordinates office..., Demonstrates high level..., Demonstrates high level..., Equally effective at..., Hardworking, energetic,..., Recognized for assuming..., Medical Billing, Master Scheduling, Innovation, Creative Direction, Success Driven
Education
Merrimack College 1998 — 2002
Communications, Communications and Psychology
Overland H.S. 1994 — 1998
H.S. Diploma
Stephanie (DesRuisseau) McEvoy, CPA Stephanie (DesRuisseau) McEvoy, CPA's Fidelity Investments Experience 2000 - 2007
Job Assistant Vice President Manager of Internal Reporting and Analysis at Eaton Vance
Industry Financial Services
Experience
Eaton Vance November 2007 - Present
Fidelity Investments 2000 - 2007
Skills
Financial Modeling, Financial Analysis, Finance, Essbase, Financial Reporting, Forecasting, Reporting & Analysis, Strategic Financial..., Hyperion Enterprise, Valuation, Equity Plans, Stock Plan..., Financial Planning, Investments, Mutual Funds
Education
Suffolk University - Sawyer School of Management 2011 — 2012
Graduate Diploma in Professional Accounting, Accounting
Suffolk University - Sawyer Business School 2001 — 2006
Masters of Finance, Finance
Suffolk University - Sawyer Business School 2001 — 2006
MBA, Business
Merrimack College 1997 — 2000
Business Administration, Finance
Academy of Notre Dame 1990 — 1994
St. Augustine's
St. Augustine's
Eaton Vance November 2007 - Present
Fidelity Investments 2000 - 2007
Skills
Financial Modeling, Financial Analysis, Finance, Essbase, Financial Reporting, Forecasting, Reporting & Analysis, Strategic Financial..., Hyperion Enterprise, Valuation, Equity Plans, Stock Plan..., Financial Planning, Investments, Mutual Funds
Education
Suffolk University - Sawyer School of Management 2011 — 2012
Graduate Diploma in Professional Accounting, Accounting
Suffolk University - Sawyer Business School 2001 — 2006
Masters of Finance, Finance
Suffolk University - Sawyer Business School 2001 — 2006
MBA, Business
Merrimack College 1997 — 2000
Business Administration, Finance
Academy of Notre Dame 1990 — 1994
St. Augustine's
St. Augustine's
Kate Mermelstein's Fidelity Investments Experience June 2015 - August 2015
Job Product Group Intern at Fidelity Investments
Industry Capital Markets
Experience
Merrimack College October 2013 - Present
Fidelity Investments June 2015 - August 2015
The Omerta Group January 2015 - May 2015
Camp Berea June 2011 - August 2012
Skills
Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Photoshop, Organizational..., Communication, Efficiency, Bloomberg, Research, Market Research, Organization Skills, Organizational Charts
Education
Merrimack College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Merrimack College 2012 — 2016
Bachelor of Political Science, Pre-Law Studies
Merrimack College October 2013 - Present
Fidelity Investments June 2015 - August 2015
The Omerta Group January 2015 - May 2015
Camp Berea June 2011 - August 2012
Skills
Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Time Management, Photoshop, Organizational..., Communication, Efficiency, Bloomberg, Research, Market Research, Organization Skills, Organizational Charts
Education
Merrimack College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Merrimack College 2012 — 2016
Bachelor of Political Science, Pre-Law Studies
Matthew Cataldo Matthew Cataldo's Fidelity Investments Experience February 2013 - January 2014
Job Payroll Tax Analyst at Paylocity
Industry Accounting
Experience
Paylocity August 2015 - Present
UPS June 2014 - July 2015
Fidelity Investments February 2013 - January 2014
Fidelity Investments April 2012 - February 2013
Tyngsboro Indoor Sports Center October 2011 - May 2012
Lowell Spinners May 2008 - August 2010
Skills
GPS Navigation, GPS Tracking, GPS Applications, Logistics, Supply Chain Management, Tracking Budget Expenses, Budgeting, PowerPoint, Outlook, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Marketing, Management, Accounting, Personal Finance, Investments, 401(k), 403(b), 457 Plans, 401(a), Annuity Sales, Taft-Hartley, Analysis, Time Management, Employee Benefits, Teamwork, Financial Analysis
Education
Merrimack College 2007 — 2011
Bachelor of Science (B.S.), Sports Management
Tyngsboro High School 2003 — 2007
High School Diploma
Paylocity August 2015 - Present
UPS June 2014 - July 2015
Fidelity Investments February 2013 - January 2014
Fidelity Investments April 2012 - February 2013
Tyngsboro Indoor Sports Center October 2011 - May 2012
Lowell Spinners May 2008 - August 2010
Skills
GPS Navigation, GPS Tracking, GPS Applications, Logistics, Supply Chain Management, Tracking Budget Expenses, Budgeting, PowerPoint, Outlook, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Marketing, Management, Accounting, Personal Finance, Investments, 401(k), 403(b), 457 Plans, 401(a), Annuity Sales, Taft-Hartley, Analysis, Time Management, Employee Benefits, Teamwork, Financial Analysis
Education
Merrimack College 2007 — 2011
Bachelor of Science (B.S.), Sports Management
Tyngsboro High School 2003 — 2007
High School Diploma
Salvatore Della Grotta Jr. Salvatore Della Grotta Jr.'s Fidelity Investments Experience May 2004 - October 2006
Job Product Manager at Scivantage
Industry Computer Software
Experience
Scivantage January 2014 - Present
Scivantage January 2012 - January 2014
Scivantage January 2010 - January 2012
Putnam Investments October 2006 - February 2009
Fidelity Investments May 2004 - October 2006
Skills
Fixed Income, Equities, Bloomberg, Derivatives, Trading, Mutual Funds, Portfolio Management, Investments, Securities, Financial Services, Corporate Actions, Financial Risk, Middle Office, Hedge Funds, Back Office, Product Management, Market Data, Trading Systems, Bonds, Capital Markets
Education
Merrimack College 1999 — 2004
Bachelor of Science, Business Administration; International Business & Finance
Scivantage January 2014 - Present
Scivantage January 2012 - January 2014
Scivantage January 2010 - January 2012
Putnam Investments October 2006 - February 2009
Fidelity Investments May 2004 - October 2006
Skills
Fixed Income, Equities, Bloomberg, Derivatives, Trading, Mutual Funds, Portfolio Management, Investments, Securities, Financial Services, Corporate Actions, Financial Risk, Middle Office, Hedge Funds, Back Office, Product Management, Market Data, Trading Systems, Bonds, Capital Markets
Education
Merrimack College 1999 — 2004
Bachelor of Science, Business Administration; International Business & Finance
Mark Calnan Mark Calnan's Fidelity Investments Experience May 2011 - Present
Job Security and Investigations Professional
Industry Security and Investigations
Experience
Fidelity Investments May 2011 - Present
G4S Secure Solutions USA June 2008 - January 2011
FBI February 1984 - May 2008
Middlesex County (MA) Sheriff's Department June 1980 - February 1984
Education
Merrimack College 1974 — 1978
B.A., Sociology
Fidelity Investments May 2011 - Present
G4S Secure Solutions USA June 2008 - January 2011
FBI February 1984 - May 2008
Middlesex County (MA) Sheriff's Department June 1980 - February 1984
Education
Merrimack College 1974 — 1978
B.A., Sociology
Sarah Melendez CFP®'s Fidelity Investments Experience January 2011 - Present
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Fidelity Investments August 2010 - January 2011
Fidelity Investments August 2007 - August 2010
Skills
Certified Financial..., Hold Series 7, Series 63, Series 6, Mutual Funds, Investments, Retirement Planning, Finance, Managed Money
Education
Merrimack College 2007 — 2009
Certified Financial Planning Program, Financial Planning and Services
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Bachelor of Science (BS), Business Administration with a focus in management
Southern NH University
Fidelity Investments January 2011 - Present
Fidelity Investments August 2010 - January 2011
Fidelity Investments August 2007 - August 2010
Skills
Certified Financial..., Hold Series 7, Series 63, Series 6, Mutual Funds, Investments, Retirement Planning, Finance, Managed Money
Education
Merrimack College 2007 — 2009
Certified Financial Planning Program, Financial Planning and Services
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Bachelor of Science (BS), Business Administration with a focus in management
Southern NH University
Patrick Hovsepian Patrick Hovsepian's Fidelity Investments Experience July 2014 - January 2015
Job Software Engineer at Seven10 Storage Software
Industry Computer Software
Experience
Seven10 Storage Software January 2015 - Present
Fidelity Investments July 2014 - January 2015
xFact, Inc. November 2013 - April 2014
Fidelity Investments June 2013 - September 2013
Fidelity Investments June 2012 - September 2012
Skills
SQL, Java, C++, Team Leadership, MySQL, C, Microsoft Office, Linux, SDLC, Databases, Microsoft SQL Server, PHP, CSS, Computer Hardware, Project Management, SharePoint, Program Management, Teamwork, Computer Network..., Business Analysis, Visio, Spring Webflow, Assembly Language, C#, HTML5, Microsoft Excel, Distributed Systems, Message Queue, Problem Solving, Communication, Microsoft Sharepoint, SOAP, REST, 8051 Microcontroller, Scripting, Apache Kafka, MongoDB, Docker, Web Services, Server Management
Education
Merrimack College 2010 — 2014
Bachelor's Degree, Computer Science
Seven10 Storage Software January 2015 - Present
Fidelity Investments July 2014 - January 2015
xFact, Inc. November 2013 - April 2014
Fidelity Investments June 2013 - September 2013
Fidelity Investments June 2012 - September 2012
Skills
SQL, Java, C++, Team Leadership, MySQL, C, Microsoft Office, Linux, SDLC, Databases, Microsoft SQL Server, PHP, CSS, Computer Hardware, Project Management, SharePoint, Program Management, Teamwork, Computer Network..., Business Analysis, Visio, Spring Webflow, Assembly Language, C#, HTML5, Microsoft Excel, Distributed Systems, Message Queue, Problem Solving, Communication, Microsoft Sharepoint, SOAP, REST, 8051 Microcontroller, Scripting, Apache Kafka, MongoDB, Docker, Web Services, Server Management
Education
Merrimack College 2010 — 2014
Bachelor's Degree, Computer Science
Richard Fontes, CFA Richard Fontes, CFA's Fidelity Investments Experience January 2007 - June 2007
Job Client Advocacy Analyst at State Street Global Advisors
Industry Research
Experience
State Street June 2014 - Present
Wellington Management February 2013 - June 2014
Strategy Analytics March 2011 - July 2012
State Street Global Advisors September 2008 - March 2011
Fidelity Investments January 2007 - June 2007
Harvard University Real Estate May 2005 - August 2006
Skills
Financial Analysis, Financial Modeling, Asset Allocation, Market Research, Market Analysis, Industry Analysis, Industry Research, Broadband Networks, Pay TV, Strategy, Competitive Analysis
Education
Merrimack College 2003 — 2008
Bachelor of Science, Business Administration; Finance
State Street June 2014 - Present
Wellington Management February 2013 - June 2014
Strategy Analytics March 2011 - July 2012
State Street Global Advisors September 2008 - March 2011
Fidelity Investments January 2007 - June 2007
Harvard University Real Estate May 2005 - August 2006
Skills
Financial Analysis, Financial Modeling, Asset Allocation, Market Research, Market Analysis, Industry Analysis, Industry Research, Broadband Networks, Pay TV, Strategy, Competitive Analysis
Education
Merrimack College 2003 — 2008
Bachelor of Science, Business Administration; Finance
Jack Duyon's Fidelity Investments Experience July 2012 - Present
Job IT Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Skills
Agile Methodologies, Business Analysis, Business Continuity, Business Intelligence, Business Process..., Change Management, Data Center, Disaster Recovery
Education
Merrimack College 1977 — 1982
Fidelity Investments July 2012 - Present
Skills
Agile Methodologies, Business Analysis, Business Continuity, Business Intelligence, Business Process..., Change Management, Data Center, Disaster Recovery
Education
Merrimack College 1977 — 1982
Sylvia Polit -Bouraphael Sylvia Polit -Bouraphael's Fidelity Investments Experience 2002 - 2007
Job Owner, Sparrow 7 Media
Industry Media Production
Experience
Sparrow 7 Media November 2008 - Present
Fidelity Investments 2002 - 2007
Education
Merrimack College
BS, Marketing, Management
Sparrow 7 Media November 2008 - Present
Fidelity Investments 2002 - 2007
Education
Merrimack College
BS, Marketing, Management
Neil Hickey, CIMA ®'s Fidelity Investments Experience 1991 - January 2006
Job Managing DirectorInvestment Solutions at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2010 - Present
Old Mutual Asset Management January 2006 - November 2010
Fidelity Investments 1991 - January 2006
Skills
Series 24, 401k, Investments, Mutual Funds, Asset Allocation, Relationship Management, ETFs, Consultant Relations, DCIO, RIA, Business Development
Education
Merrimack College 1985 — 1989
BA, Economics
Charles Schwab November 2010 - Present
Old Mutual Asset Management January 2006 - November 2010
Fidelity Investments 1991 - January 2006
Skills
Series 24, 401k, Investments, Mutual Funds, Asset Allocation, Relationship Management, ETFs, Consultant Relations, DCIO, RIA, Business Development
Education
Merrimack College 1985 — 1989
BA, Economics
Maria Yu's Fidelity Investments Experience August 2015 - Present
Job Senior Data/Project Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments January 2013 - August 2014
Fidelity Worldwide Investment February 2013 - April 2013
Fidelity Investments June 2007 - December 2012
Fidelity Investments January 2007 - May 2007
Fidelity Investments May 2006 - December 2006
Victoria's Secret 2003 - 2006
Kwan's January 2000 - July 2003
Skills
Word, Excel, PowerPoint, Microsoft Office, Business Analysis, Outlook, Visio, Business Objects, AS400 system, Data Reconciliation, User Acceptance Testing, Data Mining, Agile Methodologies, Six Sigma, Lean Thinking, Bloomberg, Bloomberg Terminal, Corporate Actions, High Yield, High Yield Bonds, Term Loan, Debt Management, Equity Management, Data Management, Data Entry, Data Analysis, Database Design, Data, Factiva, Microsoft Excel, Investments, Trading, Portfolio Management, Microsoft Word
Education
Merrimack College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Glastonbury High School 1999 — 2003
High School Diploma
Fidelity Investments August 2015 - Present
Fidelity Investments January 2013 - August 2014
Fidelity Worldwide Investment February 2013 - April 2013
Fidelity Investments June 2007 - December 2012
Fidelity Investments January 2007 - May 2007
Fidelity Investments May 2006 - December 2006
Victoria's Secret 2003 - 2006
Kwan's January 2000 - July 2003
Skills
Word, Excel, PowerPoint, Microsoft Office, Business Analysis, Outlook, Visio, Business Objects, AS400 system, Data Reconciliation, User Acceptance Testing, Data Mining, Agile Methodologies, Six Sigma, Lean Thinking, Bloomberg, Bloomberg Terminal, Corporate Actions, High Yield, High Yield Bonds, Term Loan, Debt Management, Equity Management, Data Management, Data Entry, Data Analysis, Database Design, Data, Factiva, Microsoft Excel, Investments, Trading, Portfolio Management, Microsoft Word
Education
Merrimack College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Glastonbury High School 1999 — 2003
High School Diploma
Simone Brucato's Fidelity Investments Experience April 2007 - October 2008
Job QA Project Lead
Industry Computer Software
Experience
TJX September 2011 - Present
TJX February 2010 - September 2011
TJX September 2008 - February 2009
Fidelity Investments April 2007 - October 2008
The Hanover Insurance Group 2000 - 2007
Skills
Regression Testing, Quality Assurance, SDLC, Test Planning, Testing, Test Cases, Business Analysis, Agile Methodologies, Software Quality..., Requirements Gathering, Waterfall, Business Requirements, Requirements Analysis, Databases, Analysis, Microsoft SQL Server, Integration
Education
Merrimack College 1989 — 1992
Bachelor of Science (B.S.), Concentration : Business Marketing
TJX September 2011 - Present
TJX February 2010 - September 2011
TJX September 2008 - February 2009
Fidelity Investments April 2007 - October 2008
The Hanover Insurance Group 2000 - 2007
Skills
Regression Testing, Quality Assurance, SDLC, Test Planning, Testing, Test Cases, Business Analysis, Agile Methodologies, Software Quality..., Requirements Gathering, Waterfall, Business Requirements, Requirements Analysis, Databases, Analysis, Microsoft SQL Server, Integration
Education
Merrimack College 1989 — 1992
Bachelor of Science (B.S.), Concentration : Business Marketing
Michelle Chamberlain Michelle Chamberlain's Fidelity Investments Experience June 2004 - April 2005
Job Associate Director Project Management at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2011 - Present
Sun Life Financial March 2006 - March 2011
Sun Life Financial April 2005 - March 2006
Fidelity Investments June 2004 - April 2005
Fidelity Investments March 2003 - June 2004
Skills
Project Management, Analytics, Financial Services, Employee Benefits, CRM, Wealth Management, Retirement Planning, Investments, Mutual Funds, Analysis, Life Insurance, Process Improvement, Vendor Management, Business Analysis, Business Requirements, Requirements Gathering, SDLC, Business Process, Visio, Requirements Analysis, Management
Education
Merrimack College 1994 — 1999
Bachelor of Science (B.S.), International Business
Sun Life Financial March 2011 - Present
Sun Life Financial March 2006 - March 2011
Sun Life Financial April 2005 - March 2006
Fidelity Investments June 2004 - April 2005
Fidelity Investments March 2003 - June 2004
Skills
Project Management, Analytics, Financial Services, Employee Benefits, CRM, Wealth Management, Retirement Planning, Investments, Mutual Funds, Analysis, Life Insurance, Process Improvement, Vendor Management, Business Analysis, Business Requirements, Requirements Gathering, SDLC, Business Process, Visio, Requirements Analysis, Management
Education
Merrimack College 1994 — 1999
Bachelor of Science (B.S.), International Business
Paula Feeney Paula Feeney's Fidelity Investments Experience March 2009 - June 2010
Job Client Relationship Manager at The Retirement Advantage
Industry Financial Services
Experience
The Retirement Advantage October 2014 - Present
Fidelity Investments March 2009 - June 2010
Fidelity Investments March 2007 - November 2008
Fidelity Investments August 2006 - March 2007
Fidelity Investments September 1999 - March 2001
Scudder Investments September 1996 - August 1999
KPMG US August 1994 - September 1996
Skills
Process Improvement, Mutual Funds, Strategic Financial..., Investments, Financial Planning, Mergers & Acquisitions, Operations Management, Retirement, Retirement Planning
Education
Merrimack College 1987 — 1991
BS in Business, Accounting
The Retirement Advantage October 2014 - Present
Fidelity Investments March 2009 - June 2010
Fidelity Investments March 2007 - November 2008
Fidelity Investments August 2006 - March 2007
Fidelity Investments September 1999 - March 2001
Scudder Investments September 1996 - August 1999
KPMG US August 1994 - September 1996
Skills
Process Improvement, Mutual Funds, Strategic Financial..., Investments, Financial Planning, Mergers & Acquisitions, Operations Management, Retirement, Retirement Planning
Education
Merrimack College 1987 — 1991
BS in Business, Accounting
Kathleen Brien's Fidelity Investments Experience June 2006 - June 2007
Job Dietetic Intern at Wellness Workdays
Industry Health, Wellness and Fitness
Experience
Wellness Workdays June 2015 - Present
Kobren Insight Management June 2008 - July 2010
Fidelity Charitable June 2007 - June 2008
Fidelity Investments June 2006 - June 2007
TD Bank July 2004 - August 2005
Merrimack College June 2002 - December 2003
Skills
Nutrition, Nutritional Counseling, Nutrition Education, Medical Nutrition..., Weight Management, Fitness
Education
Simmons College 2012 — 2015
Certificate in the Didactic Program in Dietetics (DPD), Nurtrition and Health Promotion
Simmons College Graduate Studies 2012 — 2015
Master's Degree, Nutrition and Health Promotion
Merrimack College 2002 — 2006
Bachelor's Degree, Business Administration and Management, General
Wellness Workdays June 2015 - Present
Kobren Insight Management June 2008 - July 2010
Fidelity Charitable June 2007 - June 2008
Fidelity Investments June 2006 - June 2007
TD Bank July 2004 - August 2005
Merrimack College June 2002 - December 2003
Skills
Nutrition, Nutritional Counseling, Nutrition Education, Medical Nutrition..., Weight Management, Fitness
Education
Simmons College 2012 — 2015
Certificate in the Didactic Program in Dietetics (DPD), Nurtrition and Health Promotion
Simmons College Graduate Studies 2012 — 2015
Master's Degree, Nutrition and Health Promotion
Merrimack College 2002 — 2006
Bachelor's Degree, Business Administration and Management, General
Morgan McEwen Morgan McEwen's Fidelity Investments Experience January 2012 - Present
Job Director of Accounting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments April 2007 - January 2012
Fidelity Investments December 2005 - April 2007
Powers & Sullivan June 2002 - December 2005
Skills
Accounting, Financial Analysis, Financial Reporting, Mutual Funds, Financial Services, Finance, Process Improvement, Investments, Auditing, Internal Controls, Forecasting, Variance Analysis, Business Analysis
Education
Suffolk University - Sawyer School of Management 2006 — 2010
MBA
Merrimack College 1998 — 2002
Bachelor of Science (B.S.), Accounting
Fidelity Investments January 2012 - Present
Fidelity Investments April 2007 - January 2012
Fidelity Investments December 2005 - April 2007
Powers & Sullivan June 2002 - December 2005
Skills
Accounting, Financial Analysis, Financial Reporting, Mutual Funds, Financial Services, Finance, Process Improvement, Investments, Auditing, Internal Controls, Forecasting, Variance Analysis, Business Analysis
Education
Suffolk University - Sawyer School of Management 2006 — 2010
MBA
Merrimack College 1998 — 2002
Bachelor of Science (B.S.), Accounting
Sheila Burns Magnan Sheila Burns Magnan's Fidelity Investments Experience 2000 - 2002
Job Portfolio Manager at Massachusetts Housing Finance Agency
Industry Government Administration
Experience
Massachusetts Housing Finance Agency January 2008 - Present
Massachusetts Housing Finance Agency October 2002 - December 2007
Fidelity Investments 2000 - 2002
Michel Associates, LTD 1998 - 1999
Massachusetts Financial Services 1986 - 1998
Skills
Real Estate, Affordable Housing, Asset Management, Property, Due Diligence, Asset Managment, Portfolio Management, Mergers & Acquisitions, Accounting, Program Management, Finance, Budgets, Real Estate Economics, Investments, Databases, Management, Residential Homes, Team Management, Mutual Funds, Loans, Real Estate Transactions, Tax Credits, HUD, Financial Analysis
Education
Suffolk University - Sawyer School of Management
M.B.A., Business
Merrimack College
B.A., Political Science and Economics
Additional Courses
Massachusetts Housing Finance Agency January 2008 - Present
Massachusetts Housing Finance Agency October 2002 - December 2007
Fidelity Investments 2000 - 2002
Michel Associates, LTD 1998 - 1999
Massachusetts Financial Services 1986 - 1998
Skills
Real Estate, Affordable Housing, Asset Management, Property, Due Diligence, Asset Managment, Portfolio Management, Mergers & Acquisitions, Accounting, Program Management, Finance, Budgets, Real Estate Economics, Investments, Databases, Management, Residential Homes, Team Management, Mutual Funds, Loans, Real Estate Transactions, Tax Credits, HUD, Financial Analysis
Education
Suffolk University - Sawyer School of Management
M.B.A., Business
Merrimack College
B.A., Political Science and Economics
Additional Courses
Jeffrey Kerble's Fidelity Investments Experience May 2006 - October 2006
Job DESE Licensed Math Teacher Seeking Middle or High School Position
Industry Education Management
Experience
Quincy Public Schools January 2015 - Present
Arlington Public Schools December 2014 - Present
loanDepot December 2012 - March 2014
24 Hour Fitness October 2012 - December 2012
Town Sports International (BSC) February 2011 - July 2012
Jon Kerble Landscaping July 2008 - February 2011
State Street February 2007 - July 2008
Fidelity Investments May 2006 - October 2006
Skills
Team Leadership, Articulate Presenter, Creative Problem Solving, Customer Relations, Customer Service, Employee Relations, Negotiation, Optimization, Strategic Planning, Teaching, Training, Marketing, Lead Generation, Sales, Finance, Mortgage Lending
Education
Merrimack College 2001 — 2005
BS, Finance
Quincy Public Schools January 2015 - Present
Arlington Public Schools December 2014 - Present
loanDepot December 2012 - March 2014
24 Hour Fitness October 2012 - December 2012
Town Sports International (BSC) February 2011 - July 2012
Jon Kerble Landscaping July 2008 - February 2011
State Street February 2007 - July 2008
Fidelity Investments May 2006 - October 2006
Skills
Team Leadership, Articulate Presenter, Creative Problem Solving, Customer Relations, Customer Service, Employee Relations, Negotiation, Optimization, Strategic Planning, Teaching, Training, Marketing, Lead Generation, Sales, Finance, Mortgage Lending
Education
Merrimack College 2001 — 2005
BS, Finance
Kelly Cimeno Kelly Cimeno's Fidelity Investments Experience July 2010 - Present
Job Relationship Manager (PMO) at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Fidelity Investments February 2007 - July 2010
Fidelity Investments March 2006 - February 2007
Fidelity Investments September 2004 - February 2006
Putnam Investments January 2002 - September 2004
Skills
SharePoint, Vendor Management, Financial Services, Business Analysis, Mutual Funds, System Requirements, User Acceptance Testing, Program Management, Requirements Gathering, SDLC, PMO, Requirements Analysis
Education
Southern New Hampshire University 2003 — 2006
MBA
Merrimack College 1997 — 2001
Bachelor of Business Administration, Marketing
Fidelity Investments July 2010 - Present
Fidelity Investments February 2007 - July 2010
Fidelity Investments March 2006 - February 2007
Fidelity Investments September 2004 - February 2006
Putnam Investments January 2002 - September 2004
Skills
SharePoint, Vendor Management, Financial Services, Business Analysis, Mutual Funds, System Requirements, User Acceptance Testing, Program Management, Requirements Gathering, SDLC, PMO, Requirements Analysis
Education
Southern New Hampshire University 2003 — 2006
MBA
Merrimack College 1997 — 2001
Bachelor of Business Administration, Marketing
Victoria Trudel Victoria Trudel's Fidelity Investments Experience 1996 - 2000
Job Business Manager at Border Limousine Service
Industry Leisure, Travel & Tourism
Experience
Border Limousine Service June 2000 - Present
Fidelity Investments 1996 - 2000
Skills
Account Management, Management, Sales Management, Customer Service, Budgets, Airports, Travel Management, Weddings, Contract Negotiation, Marketing, Microsoft Office, Event Planning, Strategic Planning, Networking, Event Management, New Business Development, Microsoft Excel, Marketing Strategy, Sales, Recruiting, Tourism, Leadership
Education
Merrimack College 1993 — 1996
BS, Finance
Border Limousine Service June 2000 - Present
Fidelity Investments 1996 - 2000
Skills
Account Management, Management, Sales Management, Customer Service, Budgets, Airports, Travel Management, Weddings, Contract Negotiation, Marketing, Microsoft Office, Event Planning, Strategic Planning, Networking, Event Management, New Business Development, Microsoft Excel, Marketing Strategy, Sales, Recruiting, Tourism, Leadership
Education
Merrimack College 1993 — 1996
BS, Finance
Nate Foss Nate Foss's Fidelity Investments Experience 2006 - 2008
Job Partner TA Associates Realty
Industry Investment Management
Experience
TA Associates Realty September 2009 - Present
State Street Bank October 2008 - September 2009
State Street Corporation 2008 - 2008
Fidelity Investments 2006 - 2008
Fidelity Investments Real Estate Group 2005 - 2008
Cornerstone Real Estate Advisers 1994 - 2002
Aldrich Eastman & Waltch LP 1985 - 1992
Skills
Real Estate Economics, Asset Management, Real Estate, Accounting
Education
Merrimack College 1974 — 1979
B.S.B.A. - Accounting
TA Associates Realty September 2009 - Present
State Street Bank October 2008 - September 2009
State Street Corporation 2008 - 2008
Fidelity Investments 2006 - 2008
Fidelity Investments Real Estate Group 2005 - 2008
Cornerstone Real Estate Advisers 1994 - 2002
Aldrich Eastman & Waltch LP 1985 - 1992
Skills
Real Estate Economics, Asset Management, Real Estate, Accounting
Education
Merrimack College 1974 — 1979
B.S.B.A. - Accounting
Julie Kelleher Julie Kelleher's Fidelity Investments Experience January 1997 - June 1998
Job Financial Analyst
Industry Financial Services
Experience
Boston College February 2014 - August 2014
Louise Condon Realty, Inc. February 2013 - February 2014
Dunkin' Brands May 2005 - January 2011
Dunkin' Brands January 2000 - November 2003
Watertown Savings Bank January 1999 - January 2000
Fidelity Investments January 1997 - June 1998
Skills
Financial Analysis, Forecasting, Budgets, Analysis, Financial Modeling, Marketing, Financial Reporting, Finance, Strategic Financial...
Education
Merrimack College 1992 — 1996
BS, Finance
Ursuline academy
Boston College February 2014 - August 2014
Louise Condon Realty, Inc. February 2013 - February 2014
Dunkin' Brands May 2005 - January 2011
Dunkin' Brands January 2000 - November 2003
Watertown Savings Bank January 1999 - January 2000
Fidelity Investments January 1997 - June 1998
Skills
Financial Analysis, Forecasting, Budgets, Analysis, Financial Modeling, Marketing, Financial Reporting, Finance, Strategic Financial...
Education
Merrimack College 1992 — 1996
BS, Finance
Ursuline academy
Lynn Pasqualetto's Fidelity Investments Experience August 1999 - Present
Job Enterprise Functions and Services Recruiter at Fidelity Investments
Industry Staffing and Recruiting
Experience
Fidelity Investments August 1999 - Present
Skills
Applicant Tracking..., College Recruiting, Talent Acquisition, Recruiting, Talent Management, Onboarding, Technical Recruiting, Internet Recruiting, Taleo, Human Resources, Sourcing, Executive Search, Financial Services, Behavioral Interviewing, Screening Resumes, Resume Writing, Staffing Services, HR Consulting, Employee Engagement, Career Development, Cold Calling, Recruitment Advertising, Job Search Strategies, Relationship Management, HR Policies, Career Counseling, Building Relationships, New Hire Orientations, Metrics, Strategic Sourcing, Interviews, Training, Background Checks, Business Networking
Education
Merrimack College 1994 — 1998
BA, Sociology
Fidelity Investments August 1999 - Present
Skills
Applicant Tracking..., College Recruiting, Talent Acquisition, Recruiting, Talent Management, Onboarding, Technical Recruiting, Internet Recruiting, Taleo, Human Resources, Sourcing, Executive Search, Financial Services, Behavioral Interviewing, Screening Resumes, Resume Writing, Staffing Services, HR Consulting, Employee Engagement, Career Development, Cold Calling, Recruitment Advertising, Job Search Strategies, Relationship Management, HR Policies, Career Counseling, Building Relationships, New Hire Orientations, Metrics, Strategic Sourcing, Interviews, Training, Background Checks, Business Networking
Education
Merrimack College 1994 — 1998
BA, Sociology
Tiffany LeFave's Fidelity Investments Experience September 2012 - Present
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments April 2011 - September 2012
Fidelity Investments September 2007 - February 2011
CapTrust February 2007 - August 2007
Investors Bank and Trust August 2005 - December 2006
Education
Merrimack College 2001 — 2004
Bachelors, Finance
Fidelity Investments September 2012 - Present
Fidelity Investments April 2011 - September 2012
Fidelity Investments September 2007 - February 2011
CapTrust February 2007 - August 2007
Investors Bank and Trust August 2005 - December 2006
Education
Merrimack College 2001 — 2004
Bachelors, Finance
Paul Tiernan's Fidelity Investments Experience January 2011 - August 2012
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch September 2014 - Present
PNC Investments August 2013 - July 2014
TD Ameritrade September 2012 - August 2013
Fidelity Investments January 2011 - August 2012
Guardian Life May 2005 - September 2010
AIG SunAmerica 2002 - 2005
Putnam Investments April 2000 - July 2002
Rational Software Corporation April 1999 - April 2000
Osram Sylvania 1992 - 1998
Skills
529 Plans, Finance, Asset Allocation, Financial Services, Fixed Annuities, Investments, Marketing
Education
Suffolk University - Sawyer Business School 1996 — 1998
MBA, Marketing
Merrimack College 1988 — 1992
Bachelor of Science (BS), Marketing
Bank of America Merrill Lynch September 2014 - Present
PNC Investments August 2013 - July 2014
TD Ameritrade September 2012 - August 2013
Fidelity Investments January 2011 - August 2012
Guardian Life May 2005 - September 2010
AIG SunAmerica 2002 - 2005
Putnam Investments April 2000 - July 2002
Rational Software Corporation April 1999 - April 2000
Osram Sylvania 1992 - 1998
Skills
529 Plans, Finance, Asset Allocation, Financial Services, Fixed Annuities, Investments, Marketing
Education
Suffolk University - Sawyer Business School 1996 — 1998
MBA, Marketing
Merrimack College 1988 — 1992
Bachelor of Science (BS), Marketing
Lisa Cormier Parent's Fidelity Investments Experience June 2011 - Present
Job Team Leader, QDRO
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Fidelity Investments June 2007 - June 2011
Skills
ERISA, Investments, Mutual Funds, AML, Securities, Equities, Financial Services, Risk Management, Financial Risk, 401k, Pensions, Retirement, Defined Benefit, Fraud, Finance, Customer Service, Retirement Planning, Defined Contribution, Legal Writing, Legal Research, Leadership, Process Improvement, Team Leadership
Education
Suffolk University Law School 1999 — 2002
Juris Doctor
Merrimack College 1995 — 1999
B.A., Political Science
Fidelity Investments June 2011 - Present
Fidelity Investments June 2007 - June 2011
Skills
ERISA, Investments, Mutual Funds, AML, Securities, Equities, Financial Services, Risk Management, Financial Risk, 401k, Pensions, Retirement, Defined Benefit, Fraud, Finance, Customer Service, Retirement Planning, Defined Contribution, Legal Writing, Legal Research, Leadership, Process Improvement, Team Leadership
Education
Suffolk University Law School 1999 — 2002
Juris Doctor
Merrimack College 1995 — 1999
B.A., Political Science
Michael E. Sullivan's Fidelity Investments Experience September 2010 - Present
Job Investment Research Services Consultant
Industry Financial Services
Experience
Fidelity Investments September 2010 - Present
Fidelity Investments January 2005 - September 2010
Fidelity Investments September 2003 - January 2005
Fidelity Investments January 1999 - September 2003
Skills
Mutual Funds, Bloomberg, Investments, Fund Accounting, Risk Management, Securities, Excel, SQL, High Yield
Education
Suffolk University - Sawyer Business School 2004 — 2008
MBA, Finance
Merrimack College 1995 — 2000
BS, Finance
Fidelity Investments September 2010 - Present
Fidelity Investments January 2005 - September 2010
Fidelity Investments September 2003 - January 2005
Fidelity Investments January 1999 - September 2003
Skills
Mutual Funds, Bloomberg, Investments, Fund Accounting, Risk Management, Securities, Excel, SQL, High Yield
Education
Suffolk University - Sawyer Business School 2004 — 2008
MBA, Finance
Merrimack College 1995 — 2000
BS, Finance
Nishant Jhaveri's Fidelity Investments Experience January 2007 - April 2008
Job Business Practices Manager, Sales & Business Operations
Industry Information Technology and Services
Experience
Oracle August 2013 - Present
Oracle June 2011 - June 2013
Oracle May 2008 - June 2011
Fidelity Investments January 2007 - April 2008
Skills
Business Analysis, Oracle Applications, Oracle E-Business Suite, Finance, Sales, Sales Operations, Leadership, Training, Business Process..., Investments, Data Analysis, Oracle, Deal Strategy, Software Licensing, Business Operations, Business Strategy, Communication, Analytical Skills, Auditing
Education
Merrimack College 1998 — 2003
B.S. Business Administration, Finance
Oracle August 2013 - Present
Oracle June 2011 - June 2013
Oracle May 2008 - June 2011
Fidelity Investments January 2007 - April 2008
Skills
Business Analysis, Oracle Applications, Oracle E-Business Suite, Finance, Sales, Sales Operations, Leadership, Training, Business Process..., Investments, Data Analysis, Oracle, Deal Strategy, Software Licensing, Business Operations, Business Strategy, Communication, Analytical Skills, Auditing
Education
Merrimack College 1998 — 2003
B.S. Business Administration, Finance
Will Gillen's Fidelity Investments Experience October 2001 - Present
Job Director, Systems Engineering at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments October 2001 - Present
Brix Networks 2005 - 2007
Genuity 1999 - 2005
Skills
SiteScope, HP Openview, System Monitoring, Perl, Application Performance..., Enterprise Software, High Availability, Shell Scripting, Solution Architecture, VBScript, Unix Shell Scripting, Integration, IT Operations
Education
Merrimack College 1998 — 2000
Stonehill College 1996 — 1998
Fidelity Investments October 2001 - Present
Brix Networks 2005 - 2007
Genuity 1999 - 2005
Skills
SiteScope, HP Openview, System Monitoring, Perl, Application Performance..., Enterprise Software, High Availability, Shell Scripting, Solution Architecture, VBScript, Unix Shell Scripting, Integration, IT Operations
Education
Merrimack College 1998 — 2000
Stonehill College 1996 — 1998
James Arangio's Fidelity Investments Experience February 1995 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 1995 - Present
Skills
Financial Services, Retirement, Series 7
Education
Merrimack College 1990 — 1994
Fidelity Investments February 1995 - Present
Skills
Financial Services, Retirement, Series 7
Education
Merrimack College 1990 — 1994
Laurie Quintal's Fidelity Investments Experience 1999 - Present
Job Director H&W Product & Partner Management, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1999 - Present
NewAge Software Services 1998 - 1999
ISI Systems 1997 - 1998
Skills
Business Analysis, Project Management, Team Building, Leadership, Management, Program Management, Product Development, SaaS, Agile Methodologies, Scrum, Vendor Relationships, Outsourcing, Process Improvement, Vendor Management, Business Requirements, Quality Assurance, Requirements Gathering, SDLC, Software Documentation, Resource Management, Analysis, PMP, Business Process..., Relationship Management
Education
Merrimack College 1987 — 1991
Fidelity Investments 1999 - Present
NewAge Software Services 1998 - 1999
ISI Systems 1997 - 1998
Skills
Business Analysis, Project Management, Team Building, Leadership, Management, Program Management, Product Development, SaaS, Agile Methodologies, Scrum, Vendor Relationships, Outsourcing, Process Improvement, Vendor Management, Business Requirements, Quality Assurance, Requirements Gathering, SDLC, Software Documentation, Resource Management, Analysis, PMP, Business Process..., Relationship Management
Education
Merrimack College 1987 — 1991
Rita DiCenso's Fidelity Investments Experience September 2012 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments July 1998 - September 2012
Education
Merrimack College 1994 — 1998
Fidelity Investments September 2012 - Present
Fidelity Investments July 1998 - September 2012
Education
Merrimack College 1994 — 1998
Taylor Edler's Fidelity Investments Experience January 2013 - Present
Job Senior Derivatives Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments August 2010 - December 2012
Fidelity Investments November 2008 - July 2010
Fidelity Investments August 2005 - October 2007
Skills
Microsoft Office, Leadership, Sales, Program Management, Microsoft Excel, Customer Service, Financial Analysis, Social Media, Marketing, Data Analysis, Derivatives, Equity Derivatives, Interest Rate..., Credit Derivatives, Accounting, Metrics, Oracle Report Builder, Bloomberg, People Management
Education
Merrimack College 2001 — 2005
Bachelor's degree, Business Administration, Management and Operations
Fidelity Investments January 2013 - Present
Fidelity Investments August 2010 - December 2012
Fidelity Investments November 2008 - July 2010
Fidelity Investments August 2005 - October 2007
Skills
Microsoft Office, Leadership, Sales, Program Management, Microsoft Excel, Customer Service, Financial Analysis, Social Media, Marketing, Data Analysis, Derivatives, Equity Derivatives, Interest Rate..., Credit Derivatives, Accounting, Metrics, Oracle Report Builder, Bloomberg, People Management
Education
Merrimack College 2001 — 2005
Bachelor's degree, Business Administration, Management and Operations
Rick Barna's Fidelity Investments Experience February 2006 - March 2008
Job Sr Business Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2008 - Present
Fidelity Investments February 2006 - March 2008
PricewaterhouseCoopers April 2005 - February 2006
Fidelity Investments May 2000 - February 2005
Fidelity Investments June 1997 - May 2000
Skills
Equities, Mutual Funds, Fixed Income, Financial Analysis, Financial Services, Financial Modeling, Fund Accounting, Business Analysis, Corporate Actions, Securities, Derivatives, Fund Administration, Bloomberg, Asset Management
Education
Merrimack College 1992 — 1997
BS, Accounting / Finance
Brown Brothers Harriman April 2008 - Present
Fidelity Investments February 2006 - March 2008
PricewaterhouseCoopers April 2005 - February 2006
Fidelity Investments May 2000 - February 2005
Fidelity Investments June 1997 - May 2000
Skills
Equities, Mutual Funds, Fixed Income, Financial Analysis, Financial Services, Financial Modeling, Fund Accounting, Business Analysis, Corporate Actions, Securities, Derivatives, Fund Administration, Bloomberg, Asset Management
Education
Merrimack College 1992 — 1997
BS, Accounting / Finance
Susan Terenzio's Fidelity Investments Experience January 1999 - March 2000
Job Deputy Chief Compliance Officer at Corporate Capital Trust, Inc.
Industry Financial Services
Experience
CNL Financial Group, Inc. 2004 - Present
Corporate Capital Trust, Inc. January 2015 - Present
CNL Fund Advisors Company September 2011 - Present
CNL Securities Corp. July 2013 - Present
The CNL Funds March 2008 - February 2009
Bingham McCutchen March 2000 - March 2003
Fidelity Investments January 1999 - March 2000
The Baupost Group February 1995 - March 1999
Education
Rivier College 1980 — 1982
Merrimack College 1978 — 1980
CNL Financial Group, Inc. 2004 - Present
Corporate Capital Trust, Inc. January 2015 - Present
CNL Fund Advisors Company September 2011 - Present
CNL Securities Corp. July 2013 - Present
The CNL Funds March 2008 - February 2009
Bingham McCutchen March 2000 - March 2003
Fidelity Investments January 1999 - March 2000
The Baupost Group February 1995 - March 1999
Education
Rivier College 1980 — 1982
Merrimack College 1978 — 1980
MARIA DINANNO HAGGERTY's Fidelity Investments Experience April 1998 - Present
Job SR ANALYST at FIDELITY INVESTMENTS
Industry Financial Services
Experience
FIDELITY INVESTMENTS April 1998 - Present
TONNESON AND COMPANY, CPA's 1996 - 1998
Education
Merrimack College 1991 — 1996
FIDELITY INVESTMENTS April 1998 - Present
TONNESON AND COMPANY, CPA's 1996 - 1998
Education
Merrimack College 1991 — 1996
Karen (Max) Gaudette's Fidelity Investments Experience April 2007 - Present
Job Client Service Manager at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments April 2007 - Present
Millennium Healthcare Consulting 1999 - 2001
Skills
Employee Benefits, Relationship Management, Business Process..., Program Management, Process Improvement, Vendor Management
Education
Merrimack College 1990 — 1994
Fidelity Investments April 2007 - Present
Millennium Healthcare Consulting 1999 - 2001
Skills
Employee Benefits, Relationship Management, Business Process..., Program Management, Process Improvement, Vendor Management
Education
Merrimack College 1990 — 1994
Mark Tummino's Fidelity Investments Experience July 2008 - September 2010
Job TD Ameritrade / Client Service Specialist
Industry Financial Services
Experience
TD Ameritrade January 2014 - Present
Santander Bank, N.A. April 2012 - September 2013
Merrill Lynch July 2011 - October 2011
Fidelity Investments July 2008 - September 2010
Fidelity Investments March 2007 - July 2008
Fidelity Investments April 2005 - March 2007
Fidelity Investments November 2004 - April 2005
Fidelity Investments July 2000 - November 2004
Fidelity Investments July 1998 - July 2000
State Street Bank & Trust Company March 1996 - June 1998
Skills
Retirement Planning, Series 7, 401k, Retirement, Mutual Funds, Wealth Management, IRAs, Series 63, Asset Allocation, Series 6, Strategic Financial..., Financial Advisory, Uniform Combined State..., Portfolio Management, Financial Services, Investments, Investment Strategies, Equities
Education
Merrimack College 2002 — 2002
Certificate in Advanced Study, Financial Planning
Wentworth Institute of Technology 1985 — 1990
Bachelor of Science Degree, Technical Management
TD Ameritrade January 2014 - Present
Santander Bank, N.A. April 2012 - September 2013
Merrill Lynch July 2011 - October 2011
Fidelity Investments July 2008 - September 2010
Fidelity Investments March 2007 - July 2008
Fidelity Investments April 2005 - March 2007
Fidelity Investments November 2004 - April 2005
Fidelity Investments July 2000 - November 2004
Fidelity Investments July 1998 - July 2000
State Street Bank & Trust Company March 1996 - June 1998
Skills
Retirement Planning, Series 7, 401k, Retirement, Mutual Funds, Wealth Management, IRAs, Series 63, Asset Allocation, Series 6, Strategic Financial..., Financial Advisory, Uniform Combined State..., Portfolio Management, Financial Services, Investments, Investment Strategies, Equities
Education
Merrimack College 2002 — 2002
Certificate in Advanced Study, Financial Planning
Wentworth Institute of Technology 1985 — 1990
Bachelor of Science Degree, Technical Management
John Lawn's Fidelity Investments Experience 1992 - 2002
Job State Representative at Massachusetts House of Representatives
Industry Real Estate
Experience
J. Lawn Realty Group, Inc May 2014 - Present
Massachusetts House of Representatives May 2011 - Present
Fid February 1992 - October 2002
Fidelity Investments 1992 - 2002
Skills
Political Campaigns, Public Speaking, Legislative Relations, Public Policy, Legislation, Public Relations, Politics, Strategic Planning, Contract Negotiation, Real Estate, Negotiation, Policy Analysis, Government, Budgets, Social Media, Policy, Customer Service, Economic Development, Editing, Fundraising
Education
Merrimack College 1987 — 1991
Bachelor, Political Science
J. Lawn Realty Group, Inc May 2014 - Present
Massachusetts House of Representatives May 2011 - Present
Fid February 1992 - October 2002
Fidelity Investments 1992 - 2002
Skills
Political Campaigns, Public Speaking, Legislative Relations, Public Policy, Legislation, Public Relations, Politics, Strategic Planning, Contract Negotiation, Real Estate, Negotiation, Policy Analysis, Government, Budgets, Social Media, Policy, Customer Service, Economic Development, Editing, Fundraising
Education
Merrimack College 1987 — 1991
Bachelor, Political Science
Mark Iorio's Fidelity Investments Experience January 2015 - Present
Job Senior Advisor Asset Management Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments September 2007 - December 2014
Liberty Mutual May 2006 - September 2007
Liberty Mutual January 2003 - May 2006
Agero, Inc. January 2002 - December 2002
Omgeo 2000 - 2001
Putnam Investments 1999 - 2000
Skills
Business Analysis, Requirements Gathering, Data Analysis, Project Management, Business Requirements, Risk Management, Peer Mentoring, Mentoring, Risk Assessment, Lean Management, Lean Thinking, Lean Tools, Six Sigma, Compliance, Process Improvement, Access, Financial Services, Business Intelligence, Visio, Analysis, Vendor Management, SDLC, Requirements Analysis, Business Process..., Asset Management
Education
Merrimack College 1994 — 1999
BS, Finance and International Business
Boston College High School 1990 — 1994
Fidelity Investments January 2015 - Present
Fidelity Investments September 2007 - December 2014
Liberty Mutual May 2006 - September 2007
Liberty Mutual January 2003 - May 2006
Agero, Inc. January 2002 - December 2002
Omgeo 2000 - 2001
Putnam Investments 1999 - 2000
Skills
Business Analysis, Requirements Gathering, Data Analysis, Project Management, Business Requirements, Risk Management, Peer Mentoring, Mentoring, Risk Assessment, Lean Management, Lean Thinking, Lean Tools, Six Sigma, Compliance, Process Improvement, Access, Financial Services, Business Intelligence, Visio, Analysis, Vendor Management, SDLC, Requirements Analysis, Business Process..., Asset Management
Education
Merrimack College 1994 — 1999
BS, Finance and International Business
Boston College High School 1990 — 1994
Tiffany LeFave's Fidelity Investments Experience September 2012 - Present
Job at
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments April 2011 - September 2012
Fidelity Investments September 2007 - February 2011
CapTrust Financial Advisors February 2007 - August 2007
Investors Bank & Trust (Now State Street Corporation) August 2005 - December 2006
Education
Merrimack College 2001 — 2005
Bachelor of Science, Business Administration - Finance
University of New Hampshire
Associates of Applied Science, Business - Management
Fidelity Investments September 2012 - Present
Fidelity Investments April 2011 - September 2012
Fidelity Investments September 2007 - February 2011
CapTrust Financial Advisors February 2007 - August 2007
Investors Bank & Trust (Now State Street Corporation) August 2005 - December 2006
Education
Merrimack College 2001 — 2005
Bachelor of Science, Business Administration - Finance
University of New Hampshire
Associates of Applied Science, Business - Management
Jamie Calderwood's Fidelity Investments Experience December 2006 - December 2008
Job Financial Services Consultant
Industry Financial Services
Experience
BD Consulting 2011 - 2013
PNC Financial Services Group 2009 - 2010
Fidelity Investments December 2006 - December 2008
Fidelity Investments July 2004 - December 2006
Skills
Management, Cross-functional Team..., Change Management, Leadership, Banking, Business Process..., Risk Management, Financial Services, Process Improvement, Mutual Funds, Series 63, Program Management, CRM, Business Analysis
Education
Merrimack College 1987 — 1989
Bachelor of Arts, Finance
BD Consulting 2011 - 2013
PNC Financial Services Group 2009 - 2010
Fidelity Investments December 2006 - December 2008
Fidelity Investments July 2004 - December 2006
Skills
Management, Cross-functional Team..., Change Management, Leadership, Banking, Business Process..., Risk Management, Financial Services, Process Improvement, Mutual Funds, Series 63, Program Management, CRM, Business Analysis
Education
Merrimack College 1987 — 1989
Bachelor of Arts, Finance
Jennifer Labrecque's Fidelity Investments Experience January 2015 - Present
Job Vice President, Institutional Services Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments July 2010 - December 2014
Fidelity Investments December 2006 - July 2010
Fidelity Investments July 2002 - December 2006
Fidelity Investments June 1998 - June 2002
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Strategic Planning, Project Management, Microsoft Word, Negotiation, Customer Service, Research, Public Speaking, Risk Management
Education
Suffolk University Law School 1998 — 2002
JD, Financial Services
Merrimack College 1994 — 1998
BA Summa Cum Laude, Political Science, Spanish
Fidelity Investments January 2015 - Present
Fidelity Investments July 2010 - December 2014
Fidelity Investments December 2006 - July 2010
Fidelity Investments July 2002 - December 2006
Fidelity Investments June 1998 - June 2002
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Strategic Planning, Project Management, Microsoft Word, Negotiation, Customer Service, Research, Public Speaking, Risk Management
Education
Suffolk University Law School 1998 — 2002
JD, Financial Services
Merrimack College 1994 — 1998
BA Summa Cum Laude, Political Science, Spanish
Joseph Mayo's Fidelity Investments Experience January 1995 - Present
Job Senior Systems Services & Support Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 1995 - Present
Fidelity Investments February 1995 - January 1998
Education
Merrimack College 1984 — 1988
Fidelity Investments January 1995 - Present
Fidelity Investments February 1995 - January 1998
Education
Merrimack College 1984 — 1988
Phil Manning's Fidelity Investments Experience March 2013 - Present
Job Vice President Institutional Product Operations at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments March 2013 - Present
Fidelity Investments January 2002 - March 2013
Fidelity Investments October 1999 - December 2001
Fidelity Investments February 1997 - September 1999
Fidelity Investments July 1996 - January 1997
Fidelity Investments October 1995 - June 1996
Investors Bank & Trust November 1994 - October 1995
440 Financial 1993 - 1994
Skills
Mutual Funds, Financial Services, Securities, Fixed Income, Alternative Investments, Asset Management, Equities, Investments, Bloomberg, Fund Accounting, Asset Allocation, Investment Management
Education
Merrimack College 1986 — 1991
Finance
Fidelity Investments March 2013 - Present
Fidelity Investments January 2002 - March 2013
Fidelity Investments October 1999 - December 2001
Fidelity Investments February 1997 - September 1999
Fidelity Investments July 1996 - January 1997
Fidelity Investments October 1995 - June 1996
Investors Bank & Trust November 1994 - October 1995
440 Financial 1993 - 1994
Skills
Mutual Funds, Financial Services, Securities, Fixed Income, Alternative Investments, Asset Management, Equities, Investments, Bloomberg, Fund Accounting, Asset Allocation, Investment Management
Education
Merrimack College 1986 — 1991
Finance
Sean Welch's Fidelity Investments Experience July 2004 - September 2007
Job Project Manager Luxuy & Retail Division at Shawmut Design and Construction
Industry Construction
Experience
Shawmut Design and Construction February 2011 - Present
Spink & Associates LLC. September 2007 - September 2009
Fidelity Investments July 2004 - September 2007
Skills
Budgets, Construction Management, Contract Management, Contract Negotiation, Financial Analysis, Microsoft Excel, Project Estimation
Education
Northeastern University 2009 — 2011
Masters, Construction Project Managment
Merrimack College 2000 — 2004
bachelors, Finance
Shawmut Design and Construction February 2011 - Present
Spink & Associates LLC. September 2007 - September 2009
Fidelity Investments July 2004 - September 2007
Skills
Budgets, Construction Management, Contract Management, Contract Negotiation, Financial Analysis, Microsoft Excel, Project Estimation
Education
Northeastern University 2009 — 2011
Masters, Construction Project Managment
Merrimack College 2000 — 2004
bachelors, Finance
Laura Hatfield, CEP's Fidelity Investments Experience September 2007 - Present
Job Equity Compensation Planning & Guidance
Industry Financial Services
Experience
Fidelity Investments September 2007 - Present
Fidelity Investments September 2004 - September 2007
Fidelity Investments March 2003 - August 2004
Fidelity Investments July 2000 - February 2003
Fidelity Investments July 1999 - June 2000
Fidelity Investments February 1998 - June 1999
Skills
Series 7, Financial Services, Investments, Portfolio Management, Mutual Funds, Asset Allocation, Finance, Wealth Management, Series 63, Retirement Planning
Education
Santa Clara University 2010 — 2013
Certified Equity Professional Institute, Executive Development Center, Leavey School of Business, Equity Compensation
Merrimack College 2004 — 2006
Financial Planning Certificate
Northeastern University 1987 — 1992
Bachelor's Degree, Business Administration
Fidelity Investments September 2007 - Present
Fidelity Investments September 2004 - September 2007
Fidelity Investments March 2003 - August 2004
Fidelity Investments July 2000 - February 2003
Fidelity Investments July 1999 - June 2000
Fidelity Investments February 1998 - June 1999
Skills
Series 7, Financial Services, Investments, Portfolio Management, Mutual Funds, Asset Allocation, Finance, Wealth Management, Series 63, Retirement Planning
Education
Santa Clara University 2010 — 2013
Certified Equity Professional Institute, Executive Development Center, Leavey School of Business, Equity Compensation
Merrimack College 2004 — 2006
Financial Planning Certificate
Northeastern University 1987 — 1992
Bachelor's Degree, Business Administration
Maggie (Toohey) Duprey's Fidelity Investments Experience 2003 - 2006
Job Business Administrator at Bedford School District
Industry Education Management
Experience
Bedford School District September 2015 - Present
Melanson Heath July 2011 - September 2015
Melanson Heath July 2006 - June 2011
Fidelity Investments 2003 - 2006
Skills
Accounting, Auditing, Fund Accounting, Mutual Funds, Account Reconciliation, Financial Statements
Education
Merrimack College 2001 — 2006
BS, Accounting
Bedford School District September 2015 - Present
Melanson Heath July 2011 - September 2015
Melanson Heath July 2006 - June 2011
Fidelity Investments 2003 - 2006
Skills
Accounting, Auditing, Fund Accounting, Mutual Funds, Account Reconciliation, Financial Statements
Education
Merrimack College 2001 — 2006
BS, Accounting
Kevin Tuttle's Fidelity Investments Experience 2004 - 2006
Job Principal Manager Portfolio Administration at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors August 2009 - Present
State Street Global Advisors 2006 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 1999 - 2004
Skills
Bloomberg, Portfolio Management, Accounting, Fixed Income, Mutual Funds, Fund Accounting, Equities, Securities
Education
Merrimack College 1994 — 1999
Bachelor of Business Administration (BBA), Concentration- Finance and Business Management
Central Catholic 1990 — 1994
Central Catholic High School 1990 — 1994
State Street Global Advisors August 2009 - Present
State Street Global Advisors 2006 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 1999 - 2004
Skills
Bloomberg, Portfolio Management, Accounting, Fixed Income, Mutual Funds, Fund Accounting, Equities, Securities
Education
Merrimack College 1994 — 1999
Bachelor of Business Administration (BBA), Concentration- Finance and Business Management
Central Catholic 1990 — 1994
Central Catholic High School 1990 — 1994
Peter Angle, CFP®'s Fidelity Investments Experience August 2005 - September 2011
Job Vice President Wealth Management, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS September 2011 - Present
Fidelity Investments August 2005 - September 2011
Morgan Stanley March 2004 - June 2005
Education
Merrimack College
BS, Finance
Merrimack College
Advanced Studies in Financial Planning
UBS September 2011 - Present
Fidelity Investments August 2005 - September 2011
Morgan Stanley March 2004 - June 2005
Education
Merrimack College
BS, Finance
Merrimack College
Advanced Studies in Financial Planning
peter caulo's Fidelity Investments Experience October 2003 - Present
Job Money Market Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2003 - Present
Goldman Sachs May 1995 - September 2003
Lehman Brothers June 1983 - May 1995
Skills
Investments, Fixed Income, Securities, Mutual Funds, Bonds, Trading, Wealth Management, Investment Management, Bloomberg, Sales
Education
Merrimack College 1979 — 1983
Bachelor of Arts (BA), Economics
Ramapo High School '79 1976 — 1979
Fidelity Investments October 2003 - Present
Goldman Sachs May 1995 - September 2003
Lehman Brothers June 1983 - May 1995
Skills
Investments, Fixed Income, Securities, Mutual Funds, Bonds, Trading, Wealth Management, Investment Management, Bloomberg, Sales
Education
Merrimack College 1979 — 1983
Bachelor of Arts (BA), Economics
Ramapo High School '79 1976 — 1979
Laura Chan's Fidelity Investments Experience 1993 - 1996
Job Vice President at ING
Industry Financial Services
Experience
ING 1999 - Present
Bankers Trust 1996 - 1999
Fidelity Investments 1993 - 1996
Skills
Banking, Corporate Finance, Capital Markets, Credit Risk, Derivatives, Financial Analysis, Financial Audits, Financial Risk, Fixed Income, Investments, Loans, Risk Management, Sarbanes-Oxley Act, Treasury, Valuation, Cash Management, Credit, Finance, Financial Modeling, Investment Banking
Education
Merrimack College 1990 — 1994
BS, Finance
ING 1999 - Present
Bankers Trust 1996 - 1999
Fidelity Investments 1993 - 1996
Skills
Banking, Corporate Finance, Capital Markets, Credit Risk, Derivatives, Financial Analysis, Financial Audits, Financial Risk, Fixed Income, Investments, Loans, Risk Management, Sarbanes-Oxley Act, Treasury, Valuation, Cash Management, Credit, Finance, Financial Modeling, Investment Banking
Education
Merrimack College 1990 — 1994
BS, Finance
Olympia Vamvouklis's Fidelity Investments Experience March 1999 - October 2003
Job Assistant Accountant at Bean, Hatzis & Associates
Industry Accounting
Experience
Bean, Hatzis & Associates October 2008 - Present
Posh Properties 2004 - Present
Fidelity Investments March 1999 - October 2003
Skills
Accounting, Financial Accounting, General Ledger, Account Reconciliation, Auditing, Tax, Accounts Payable, Accounts Receivable, Journal Entries, QuickBooks, Income Tax, Variance Analysis, Financial Statements, Tax Preparation, Bank Reconciliation
Education
Merrimack College 1994 — 1998
Bachelor's degree, Accounting
Bean, Hatzis & Associates October 2008 - Present
Posh Properties 2004 - Present
Fidelity Investments March 1999 - October 2003
Skills
Accounting, Financial Accounting, General Ledger, Account Reconciliation, Auditing, Tax, Accounts Payable, Accounts Receivable, Journal Entries, QuickBooks, Income Tax, Variance Analysis, Financial Statements, Tax Preparation, Bank Reconciliation
Education
Merrimack College 1994 — 1998
Bachelor's degree, Accounting
Sandra Abramson's Fidelity Investments Experience 1996 - 2001
Job Tufts University School of Medicine, Business Analyst
Industry Education Management
Experience
Tufts University February 2010 - Present
Fidelity Investments 1996 - 2001
Fidelity Investments 1994 - 1996
Fidelity Investments 1993 - 1994
Fidelity Investments June 1990 - 1993
Skills
Financial Services, Project Management, Leadership, Program Management, Business Analysis, Data Analysis, SDLC, Analysis, Process Improvement, Visio
Education
University of Massachusetts Boston 1987 — 1992
BS, Finance
Merrimack College
Project Management Certification
Tufts University February 2010 - Present
Fidelity Investments 1996 - 2001
Fidelity Investments 1994 - 1996
Fidelity Investments 1993 - 1994
Fidelity Investments June 1990 - 1993
Skills
Financial Services, Project Management, Leadership, Program Management, Business Analysis, Data Analysis, SDLC, Analysis, Process Improvement, Visio
Education
University of Massachusetts Boston 1987 — 1992
BS, Finance
Merrimack College
Project Management Certification
Ken Souza's Fidelity Investments Experience June 2000 - April 2006
Job Director of Foundation Investments
Industry Investment Management
Experience
University of South Florida December 2008 - Present
New York Life Insurance Company June 2006 - December 2008
Fidelity Investments June 2000 - April 2006
Education
Suffolk University - Sawyer Business School 2003 — 2005
MBA, Finance
Merrimack College 1996 — 2000
Business Adm, Finance
University of South Florida December 2008 - Present
New York Life Insurance Company June 2006 - December 2008
Fidelity Investments June 2000 - April 2006
Education
Suffolk University - Sawyer Business School 2003 — 2005
MBA, Finance
Merrimack College 1996 — 2000
Business Adm, Finance
Sandra Naugler's Fidelity Investments Experience January 1998 - January 2000
Job Accounting, 401k Admin. Professional
Industry Accounting
Experience
Rowley Municipal Lighting Pant April 2010 - Present
Leasend Remarketing January 2000 - December 2009
Fidelity Investments January 1998 - January 2000
KPMG Peat Marwick, LLC January 1994 - January 1998
Beram & Company January 1990 - January 1994
Education
Merrimack College 1988 — 1990
B.S, Business Administration; Accounting
Rowley Municipal Lighting Pant April 2010 - Present
Leasend Remarketing January 2000 - December 2009
Fidelity Investments January 1998 - January 2000
KPMG Peat Marwick, LLC January 1994 - January 1998
Beram & Company January 1990 - January 1994
Education
Merrimack College 1988 — 1990
B.S, Business Administration; Accounting
Jefferson Phillips CFP®'s Fidelity Investments Experience December 2012 - Present
Job Sr. Portfolio Specialist and Investment Advisor Rep for Strategic Advisors at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Fidelity Investments October 2010 - November 2012
Fidelity Investments December 2009 - September 2010
Fidelity Investments October 2008 - December 2009
Fidelity Investments June 2007 - October 2008
Skills
Certified Financial..., Retirement Planning, Asset Allocation
Education
Merrimack College 2009 — 2010
Certified Financial Planning, Financial Planning
University of New Hampshire 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Governors Academy 2000 — 2003
Fidelity Investments December 2012 - Present
Fidelity Investments October 2010 - November 2012
Fidelity Investments December 2009 - September 2010
Fidelity Investments October 2008 - December 2009
Fidelity Investments June 2007 - October 2008
Skills
Certified Financial..., Retirement Planning, Asset Allocation
Education
Merrimack College 2009 — 2010
Certified Financial Planning, Financial Planning
University of New Hampshire 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Governors Academy 2000 — 2003
Lisa McA'Nulty's Fidelity Investments Experience March 1998 - February 2000
Job Experienced IT Director, Project Manager, Senior Business Analyst, Problem Solver
Industry Hospital & Health Care
Experience
Osprey Software Development 2014 - Present
Partners HealthCare April 2007 - June 2014
Excelergy March 2000 - January 2002
Fidelity Investments March 1998 - February 2000
Fidelity Investments February 1988 - May 1996
Skills
Software Project..., Business Analysis, Collaborative Problem..., Communication, Cross-functional Team..., Production Support, SDLC, Healthcare Information..., Financial Services, Process Improvement, Project Planning, Training, Documentation, XML, Requirements Analysis, Quality Assurance, CRM, HTML, Testing, JavaScript, Software Development, Management, Visual Basic, Unix, Web Applications
Education
Merrimack College 1981 — 1985
BS, Math, Computer Science
Osprey Software Development 2014 - Present
Partners HealthCare April 2007 - June 2014
Excelergy March 2000 - January 2002
Fidelity Investments March 1998 - February 2000
Fidelity Investments February 1988 - May 1996
Skills
Software Project..., Business Analysis, Collaborative Problem..., Communication, Cross-functional Team..., Production Support, SDLC, Healthcare Information..., Financial Services, Process Improvement, Project Planning, Training, Documentation, XML, Requirements Analysis, Quality Assurance, CRM, HTML, Testing, JavaScript, Software Development, Management, Visual Basic, Unix, Web Applications
Education
Merrimack College 1981 — 1985
BS, Math, Computer Science
Christian Widmann CFP®'s Fidelity Investments Experience 2006 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 2006 - 2011
Fidelity Investments 2004 - 2006
Education
Messiah College
BS, Business Administration
Fidelity Investments 2006 - 2011
Fidelity Investments 2004 - 2006
Education
Messiah College
BS, Business Administration
Karen Greene's Fidelity Investments Experience September 1995 - January 2002
Job Community Relations Manager at Bank of America
Industry Financial Services
Experience
Bank of America February 2015 - Present
U.S. Trust, Bank of America Private Wealth Management June 2002 - February 2015
Fidelity Investments September 1995 - January 2002
Education
Merrimack College
Bank of America February 2015 - Present
U.S. Trust, Bank of America Private Wealth Management June 2002 - February 2015
Fidelity Investments September 1995 - January 2002
Education
Merrimack College
Ryan McIntire's Fidelity Investments Experience May 2013 - August 2013
Job Student at Merrimack College
Industry Financial Services
Experience
Fidelity Investments May 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, C++, Java
Education
Merrimack College 2010 — 2013
Bachelor of Science (BS), Finance & Mathematics
Fidelity Investments May 2013 - August 2013
Fidelity Investments May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, C++, Java
Education
Merrimack College 2010 — 2013
Bachelor of Science (BS), Finance & Mathematics
Clayton Klungseth's Fidelity Investments Experience March 2004 - January 2007
Job COE Inbound Cox Communications Inc.
Industry Information Technology and Services
Experience
Cox Communications October 2013 - Present
Geek Squad February 2009 - October 2013
Monster Worldwide January 2006 - April 2008
Fidelity Investments March 2004 - January 2007
Skills
Project Management, Sales Management, Sales Management..., Information Technology, Basics of Unix, Computer Diagnostics, Internet Troubleshooting, Remote Troubleshooting, IT Business Management, Interpersonal..., Help Desk Support, Help Desk Implementation, Technical Support
Education
Mountain View High School 1999 — 2001
Mesa Community College
Cox Communications October 2013 - Present
Geek Squad February 2009 - October 2013
Monster Worldwide January 2006 - April 2008
Fidelity Investments March 2004 - January 2007
Skills
Project Management, Sales Management, Sales Management..., Information Technology, Basics of Unix, Computer Diagnostics, Internet Troubleshooting, Remote Troubleshooting, IT Business Management, Interpersonal..., Help Desk Support, Help Desk Implementation, Technical Support
Education
Mountain View High School 1999 — 2001
Mesa Community College
Tom McEnaney, CFP®'s Fidelity Investments Experience September 2008 - August 2011
Job Vice President at Maine Financial Advisors
Industry Financial Services
Experience
Maine Financial Advisors 2012 - Present
Fidelity Investments September 2008 - August 2011
Fidelity Investments May 2004 - August 2008
Charles Schwab June 1992 - April 2004
Education
Merrimack College
Financial Planning
University of Maine
Business Administration, Finance
Maine Financial Advisors 2012 - Present
Fidelity Investments September 2008 - August 2011
Fidelity Investments May 2004 - August 2008
Charles Schwab June 1992 - April 2004
Education
Merrimack College
Financial Planning
University of Maine
Business Administration, Finance
J.P. Walsh's Fidelity Investments Experience 2012 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 2012 - 2013
Education
Merrimack College
Fidelity Investments 2012 - 2013
Education
Merrimack College
Sharlene Howard's Fidelity Investments Experience September 2014 - Present
Job Director, Corporate Transition Services
Industry Investment Banking
Experience
Fidelity Investments September 2014 - Present
Skills
Long-Range Strategic..., Marketing Strategy, Target Market Research..., CRM, Marketing Event Planning, Innovative Program..., Program Analysis &..., Client/Vendor..., Client Needs Assessment, Competitive Analysis, Creative Concept...
Education
Merrimack College
Bachelor of Science Degree, Marketing
The Catholic University of America
Fidelity Investments September 2014 - Present
Skills
Long-Range Strategic..., Marketing Strategy, Target Market Research..., CRM, Marketing Event Planning, Innovative Program..., Program Analysis &..., Client/Vendor..., Client Needs Assessment, Competitive Analysis, Creative Concept...
Education
Merrimack College
Bachelor of Science Degree, Marketing
The Catholic University of America
Jerome Lynch's Fidelity Investments Experience April 2011 - Present
Job CFP
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Fidelity Investments March 2008 - March 2011
Fidelity Investments June 2004 - March 2008
Skills
Sales
Education
Merrimack College
Bachelor of Business Administration (B.B.A.)
Fidelity Investments April 2011 - Present
Fidelity Investments March 2008 - March 2011
Fidelity Investments June 2004 - March 2008
Skills
Sales
Education
Merrimack College
Bachelor of Business Administration (B.B.A.)
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank