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
Natalie Gill Natalie Gill's Fidelity Investments Experience September 2013 - July 2015
Job Senior Vice President, Regional Marketing at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management July 2015 - Present
Fidelity Investments September 2013 - July 2015
Fidelity Investments July 2009 - August 2013
Fidelity Investments September 2005 - July 2009
Fidelity Investments January 2002 - September 2005
Fidelity Investments September 1998 - January 2002
Skills
Marketing Strategy, Marketing Communications, Account Management, Management, Analytics, Direct Marketing, Financial Services, Marketing, Training, Leadership, Internal Communications, Strategy, Strategic Planning, Business Development, Public Relations, Strategic Partnerships, CRM, Product Management, Sales, Email Marketing, Project Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), International Marketing
Tufts University
Bachelor of Arts (BA)
U.S. Trust, Bank of America Private Wealth Management July 2015 - Present
Fidelity Investments September 2013 - July 2015
Fidelity Investments July 2009 - August 2013
Fidelity Investments September 2005 - July 2009
Fidelity Investments January 2002 - September 2005
Fidelity Investments September 1998 - January 2002
Skills
Marketing Strategy, Marketing Communications, Account Management, Management, Analytics, Direct Marketing, Financial Services, Marketing, Training, Leadership, Internal Communications, Strategy, Strategic Planning, Business Development, Public Relations, Strategic Partnerships, CRM, Product Management, Sales, Email Marketing, Project Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), International Marketing
Tufts University
Bachelor of Arts (BA)
Joe Kirmser Joe Kirmser's Fidelity Investments Experience 2003 - 2003
Job Chief Executive Officer at Quality Solutions Incorporated
Industry Facilities Services
Experience
Quality Solutions, Inc. November 2013 - Present
United Technologies October 2011 - October 2013
United Technologies September 2010 - October 2011
Gexpro (formerly GE Supply) January 2010 - September 2010
Gexpro, a division of Rexel (formerly GE Supply) February 2007 - January 2010
GE January 2006 - March 2007
GE July 2004 - December 2005
Fidelity Investments 2003 - 2003
American City Business Journals 2000 - 2002
E&J Gallo Winery 1997 - 2000
Skills
Business Development, Product Marketing, Temporary Placement, Marketing Strategy, Strategy, Competitive Analysis, Product Development, Product Management, Marketing, Leadership, Contract Negotiation, Strategic Planning, Business Planning, Sales Operations, P&L Management, Sales, International Sales, Management, Selling, Manufacturing, Supply Chain, Analysis, Cross-functional Team..., Marketing Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA, General Management, Strategy
Duke University 1992 — 1997
BA, History
Quality Solutions, Inc. November 2013 - Present
United Technologies October 2011 - October 2013
United Technologies September 2010 - October 2011
Gexpro (formerly GE Supply) January 2010 - September 2010
Gexpro, a division of Rexel (formerly GE Supply) February 2007 - January 2010
GE January 2006 - March 2007
GE July 2004 - December 2005
Fidelity Investments 2003 - 2003
American City Business Journals 2000 - 2002
E&J Gallo Winery 1997 - 2000
Skills
Business Development, Product Marketing, Temporary Placement, Marketing Strategy, Strategy, Competitive Analysis, Product Development, Product Management, Marketing, Leadership, Contract Negotiation, Strategic Planning, Business Planning, Sales Operations, P&L Management, Sales, International Sales, Management, Selling, Manufacturing, Supply Chain, Analysis, Cross-functional Team..., Marketing Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA, General Management, Strategy
Duke University 1992 — 1997
BA, History
Jon Sneider Jon Sneider's Fidelity Investments Experience September 2005 - November 2007
Job CMO, EVP Client Partnerships at CONTEND
Industry Marketing and Advertising
Experience
Contend May 2015 - Present
Redfin September 2014 - May 2015
Microsoft January 2014 - September 2014
Microsoft April 2009 - January 2014
L.L.Bean November 2007 - November 2008
Fidelity Investments September 2005 - November 2007
Mullen October 2004 - September 2005
Digitas January 2000 - August 2004
Bose April 1996 - January 2000
Skills
Integrated Marketing, Radio, Advertising, Television, Online Advertising, Management, Cross-functional..., Contract Negotiation, Vendor Management, Social Media, Outdoor Advertising, Marketing, Strategic Partnerships, Marketing Management, Interactive Marketing, CRM, E-commerce, Digital Marketing, Product Management, Multi-channel Marketing, Cross-functional Team..., Social Media Marketing, Direct Marketing, Strategy, Online Marketing, Digital Strategy, Marketing Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2001
MBA, Marketing
Colorado College
BA, Comparitive Literature
Contend May 2015 - Present
Redfin September 2014 - May 2015
Microsoft January 2014 - September 2014
Microsoft April 2009 - January 2014
L.L.Bean November 2007 - November 2008
Fidelity Investments September 2005 - November 2007
Mullen October 2004 - September 2005
Digitas January 2000 - August 2004
Bose April 1996 - January 2000
Skills
Integrated Marketing, Radio, Advertising, Television, Online Advertising, Management, Cross-functional..., Contract Negotiation, Vendor Management, Social Media, Outdoor Advertising, Marketing, Strategic Partnerships, Marketing Management, Interactive Marketing, CRM, E-commerce, Digital Marketing, Product Management, Multi-channel Marketing, Cross-functional Team..., Social Media Marketing, Direct Marketing, Strategy, Online Marketing, Digital Strategy, Marketing Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2001
MBA, Marketing
Colorado College
BA, Comparitive Literature
Paul Kapur's Fidelity Investments Experience September 2000 - September 2005
Job Financial Advisor, Associate Vice President, MBA, CRPC, APMA Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2010 - Present
Banc of America/Merrill Lynch September 2005 - April 2010
Fidelity Investments September 2000 - September 2005
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2005
MBA, Management
Boston College 1996 — 2000
BS, Finance
Ameriprise Financial Services, Inc. April 2010 - Present
Banc of America/Merrill Lynch September 2005 - April 2010
Fidelity Investments September 2000 - September 2005
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2005
MBA, Management
Boston College 1996 — 2000
BS, Finance
Colleen DePasquale, CSM, MBA's Fidelity Investments Experience January 2001 - May 2001
Job Global Sales Specialty Education and Enablement Manager at EMC
Industry Information Technology and Services
Experience
EMC October 2014 - Present
Work Out World 2000 - Present
EMC January 2011 - October 2014
EMC January 2008 - January 2011
Babson College February 2003 - January 2008
Boston College Law School August 2002 - October 2002
Fidelity Investments January 2001 - May 2001
Accenture August 1998 - November 2000
Skills
Sales Management, Mentoring, Program Management, Management Consulting, Team Building, Customer Relations, Business Planning, Negotiation, Six Sigma, Start-ups, Strategic Planning, Solution Selling, Marketing Strategy, Enterprise Software, Lead Generation, Project Management, Sales, Cross-functional Team..., Management, Product Marketing, Customer Service, SaaS, Account Management, Business Development, Cloud Computing, Training, Strategy, Sales Process, Entrepreneurship, Salesforce.com, New Business Development, Leadership, Marketing, Strategic Partnerships, Coaching, Sales Operations, Event Management, Human Resources, Customer Satisfaction, Direct Sales, Business Process, Product Management, Team Leadership, CRM, Competitive Analysis, Proposal Writing, Market Research, Interviews, Social Networking, Marketing Communications
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2008
MBA, GPA: 3.8/4.0
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1998
BS, Accounting, GPA: 3.8/4.0 Summa Cum Laude
EMC October 2014 - Present
Work Out World 2000 - Present
EMC January 2011 - October 2014
EMC January 2008 - January 2011
Babson College February 2003 - January 2008
Boston College Law School August 2002 - October 2002
Fidelity Investments January 2001 - May 2001
Accenture August 1998 - November 2000
Skills
Sales Management, Mentoring, Program Management, Management Consulting, Team Building, Customer Relations, Business Planning, Negotiation, Six Sigma, Start-ups, Strategic Planning, Solution Selling, Marketing Strategy, Enterprise Software, Lead Generation, Project Management, Sales, Cross-functional Team..., Management, Product Marketing, Customer Service, SaaS, Account Management, Business Development, Cloud Computing, Training, Strategy, Sales Process, Entrepreneurship, Salesforce.com, New Business Development, Leadership, Marketing, Strategic Partnerships, Coaching, Sales Operations, Event Management, Human Resources, Customer Satisfaction, Direct Sales, Business Process, Product Management, Team Leadership, CRM, Competitive Analysis, Proposal Writing, Market Research, Interviews, Social Networking, Marketing Communications
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2008
MBA, GPA: 3.8/4.0
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1998
BS, Accounting, GPA: 3.8/4.0 Summa Cum Laude
Jason Trainor's Fidelity Investments Experience August 2006 - September 2009
Job Research Analyst, Quant. Analytics at LPL Financial
Industry Financial Services
Experience
LPL Financial October 2014 - Present
LPL Financial May 2013 - October 2014
LPL Financial January 2011 - May 2013
Fidelity Investments August 2006 - September 2009
Fidelity Investments September 2004 - August 2006
Skills
Separately Managed..., Managed Accounts, Series 7, Series 63, Mutual Funds, Financial Services, Finance, Equities, Portfolio Management, Investments, Securities, Financial Analysis, Wealth Management, Asset Allocation
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2018
Master of Business Administration (MBA)
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2004
BA, Economics
LPL Financial October 2014 - Present
LPL Financial May 2013 - October 2014
LPL Financial January 2011 - May 2013
Fidelity Investments August 2006 - September 2009
Fidelity Investments September 2004 - August 2006
Skills
Separately Managed..., Managed Accounts, Series 7, Series 63, Mutual Funds, Financial Services, Finance, Equities, Portfolio Management, Investments, Securities, Financial Analysis, Wealth Management, Asset Allocation
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2018
Master of Business Administration (MBA)
University of New Hampshire -- Peter T. Paul College of Business and Economics 2000 — 2004
BA, Economics
Lori Mabardi Lori Mabardi's Fidelity Investments Experience August 2004 - May 2007
Job Vice President, Research
Industry Financial Services
Experience
Jones Lang LaSalle June 2013 - Present
Jones Lang LaSalle May 2011 - June 2013
Fidelity Investments, Real Estate Group May 2007 - May 2011
Fidelity Investments August 2004 - May 2007
Fidelity Investments 2001 - March 2004
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2005
MBA, Cum Laude
McGill University 1996 — 1999
BA
Marianopolis College 1994 — 1995
Villa Sainte Marcellines
High school
Jones Lang LaSalle June 2013 - Present
Jones Lang LaSalle May 2011 - June 2013
Fidelity Investments, Real Estate Group May 2007 - May 2011
Fidelity Investments August 2004 - May 2007
Fidelity Investments 2001 - March 2004
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2005
MBA, Cum Laude
McGill University 1996 — 1999
BA
Marianopolis College 1994 — 1995
Villa Sainte Marcellines
High school
Kiriti Mukherjee Kiriti Mukherjee's Fidelity Investments Experience February 2009 - November 2011
Job Director of Information Management at Collaborative Consulting
Industry Information Technology and Services
Experience
Collaborative Consulting January 2013 - Present
Wellington Management November 2011 - January 2013
Fidelity Investments February 2009 - November 2011
Protege Software Services June 2002 - February 2009
Oracle Corporation 2000 - May 2002
RCM Technologies 1994 - 2000
Skills
Business Strategy, Data Warehousing, Business Intelligence, OBIEE, Informatica, Corporate Finance, Big Data, Equity Research, Cloud Computing, Business Valuation, Enterprise Software, Oracle, Cognos, SaaS, Agile Methodologies, SQL, Netezza, ODI, Project Management, Business Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA
Indian Institute of Technology, Kharagpur 1989 — 1993
Bachelor of Technology (Honors)
Collaborative Consulting January 2013 - Present
Wellington Management November 2011 - January 2013
Fidelity Investments February 2009 - November 2011
Protege Software Services June 2002 - February 2009
Oracle Corporation 2000 - May 2002
RCM Technologies 1994 - 2000
Skills
Business Strategy, Data Warehousing, Business Intelligence, OBIEE, Informatica, Corporate Finance, Big Data, Equity Research, Cloud Computing, Business Valuation, Enterprise Software, Oracle, Cognos, SaaS, Agile Methodologies, SQL, Netezza, ODI, Project Management, Business Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA
Indian Institute of Technology, Kharagpur 1989 — 1993
Bachelor of Technology (Honors)
Eric Fitzgerald's Fidelity Investments Experience July 1994 - September 2000
Job Director Alternative Investments, MetLife, Inc.
Industry Venture Capital & Private Equity
Experience
MetLife June 2008 - Present
Thomas Weisel Partners June 2006 - June 2008
Liberty Mutual Investment Advisors September 2000 - May 2006
Fidelity Investments July 1994 - September 2000
Fidelity Investments September 1992 - June 1994
Fidelity Investments September 1991 - August 1992
Skills
Private Equity, Alternative Investments, Investments, Venture Capital, Fund Of Funds, Portfolio Management, Asset Management, Valuation, Due Diligence, Investment Management, Manager Selection, Capital Markets, Equities, Asset Allocation, Financial Services, Finance, Strategic Partnerships, Social Networking
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
MBA
Union College 1987 — 1991
BS
MetLife June 2008 - Present
Thomas Weisel Partners June 2006 - June 2008
Liberty Mutual Investment Advisors September 2000 - May 2006
Fidelity Investments July 1994 - September 2000
Fidelity Investments September 1992 - June 1994
Fidelity Investments September 1991 - August 1992
Skills
Private Equity, Alternative Investments, Investments, Venture Capital, Fund Of Funds, Portfolio Management, Asset Management, Valuation, Due Diligence, Investment Management, Manager Selection, Capital Markets, Equities, Asset Allocation, Financial Services, Finance, Strategic Partnerships, Social Networking
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
MBA
Union College 1987 — 1991
BS
Rachel Hillman's Fidelity Investments Experience 1995 - 2000
Job Broker/Owner, Realtor, ABR, CRS, SRES at Hillman Homes
Industry Real Estate
Experience
Hillman Homes June 2002 - Present
Belgium's Best Chocolates 2000 - 2008
Fidelity Investments 1995 - 2000
Skills
Relocation, Real Estate, Condos, Sellers, First Time Buyers, Residential, First Time Home Buyers, Buyer Representation, Negotiation, Short Sales, Construction, First time sellers, Investment Properties, Selling, Investors, Foreclosures, Referrals, Single Family Homes, Home, Buying, Listings, New Home Sales, Real Estate Investment, Real Estate Transactions, Resale, Home Staging, New Homes, Townhomes, ABR, Residential Homes, Real Property, Small Business, Sales, Marketing, Corporate Relocation, Resellers, Property, Rentals, Real Estate Development, Investments, Seniors, REO, Luxury, FHA, Real Estate Financing, Commercial Real Estate, Real Estate Economics, Property Management, Brokerage, Buyers
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
MBA, Entreprenuership
University of Vermont 1991 — 1995
BA, Economics
Hillman Homes June 2002 - Present
Belgium's Best Chocolates 2000 - 2008
Fidelity Investments 1995 - 2000
Skills
Relocation, Real Estate, Condos, Sellers, First Time Buyers, Residential, First Time Home Buyers, Buyer Representation, Negotiation, Short Sales, Construction, First time sellers, Investment Properties, Selling, Investors, Foreclosures, Referrals, Single Family Homes, Home, Buying, Listings, New Home Sales, Real Estate Investment, Real Estate Transactions, Resale, Home Staging, New Homes, Townhomes, ABR, Residential Homes, Real Property, Small Business, Sales, Marketing, Corporate Relocation, Resellers, Property, Rentals, Real Estate Development, Investments, Seniors, REO, Luxury, FHA, Real Estate Financing, Commercial Real Estate, Real Estate Economics, Property Management, Brokerage, Buyers
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
MBA, Entreprenuership
University of Vermont 1991 — 1995
BA, Economics
Julie Rusch's Fidelity Investments Experience 1998 - 2001
Job Founder and Principal Consultant, Big Grey Barn
Industry Marketing and Advertising
Experience
Oxford Immunotec October 2012 - August 2013
Hologic (formerly Cytyc) March 2007 - September 2012
Covidien (formerly Tyco Healthcare) September 2005 - March 2007
JHR Consulting April 1998 - October 2005
Gillette 2004 - September 2005
Fidelity Investments 1998 - 2001
Ogilvy & Mather April 1998 - November 2000
Digitas (formerly Bronner Slosberg Humphrey) August 1996 - April 1998
ePerformax (formerly Cooperative Marketing Concepts) January 1994 - January 1995
Skills
Strategic Consulting, Global Marketing, Product Launch, Product Marketing, Competitive Intelligence, Competitive Analysis, Cross-functional Team..., Positioning, Product Management, Commercialization, Medical Devices, Market Development, Product Development, Marketing Management, Strategic Alliances, Market Research, Marketing Strategy, Strategy, Pricing, Forecasting, Sales Operations, B2B, Sales, Integrated Marketing, Start-ups
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2003
Master of Business Administration (MBA), Global Business Management
Morehead State University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance
Oxford Immunotec October 2012 - August 2013
Hologic (formerly Cytyc) March 2007 - September 2012
Covidien (formerly Tyco Healthcare) September 2005 - March 2007
JHR Consulting April 1998 - October 2005
Gillette 2004 - September 2005
Fidelity Investments 1998 - 2001
Ogilvy & Mather April 1998 - November 2000
Digitas (formerly Bronner Slosberg Humphrey) August 1996 - April 1998
ePerformax (formerly Cooperative Marketing Concepts) January 1994 - January 1995
Skills
Strategic Consulting, Global Marketing, Product Launch, Product Marketing, Competitive Intelligence, Competitive Analysis, Cross-functional Team..., Positioning, Product Management, Commercialization, Medical Devices, Market Development, Product Development, Marketing Management, Strategic Alliances, Market Research, Marketing Strategy, Strategy, Pricing, Forecasting, Sales Operations, B2B, Sales, Integrated Marketing, Start-ups
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2003
Master of Business Administration (MBA), Global Business Management
Morehead State University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance
Yoon-Hi King's Fidelity Investments Experience June 2003 - April 2004
Job Chief Financial Officer at Lexington Christian Academy Lexington, MA
Industry Management Consulting
Experience
Lexington Christian Academy - Lexington, MA October 2013 - Present
Handyman Matters September 2004 - November 2005
Fidelity Investments June 2003 - April 2004
The Boston Consulting Group September 2000 - July 2002
The Babson College Fund September 1998 - May 2000
Cabot Money Management 1999 - 1999
Fidelity Investments September 1995 - August 1998
Skills
Management Consulting, Business Strategy, Investment Research, Financial Analysis, Strategic Planning, Strategic Marketing..., Management, Entrepreneurship, Nonprofits, Competitive Analysis, Financial Modeling, Marketing Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA, Business Administration and Management, General
Boston University 1993 — 1995
Master of Music, Piano Performance
Boston University 1989 — 1993
Bachelor of Music, Piano Performance
Lexington Christian Academy - Lexington, MA October 2013 - Present
Handyman Matters September 2004 - November 2005
Fidelity Investments June 2003 - April 2004
The Boston Consulting Group September 2000 - July 2002
The Babson College Fund September 1998 - May 2000
Cabot Money Management 1999 - 1999
Fidelity Investments September 1995 - August 1998
Skills
Management Consulting, Business Strategy, Investment Research, Financial Analysis, Strategic Planning, Strategic Marketing..., Management, Entrepreneurship, Nonprofits, Competitive Analysis, Financial Modeling, Marketing Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA, Business Administration and Management, General
Boston University 1993 — 1995
Master of Music, Piano Performance
Boston University 1989 — 1993
Bachelor of Music, Piano Performance
Jay Nihalani Jay Nihalani's Fidelity Investments Experience June 2004 - July 2005
Job
Industry Computer Software
Experience
omega consulting March 2011 - Present
Sports Fuel Distribution Pvt. Ltd March 2011 - Present
nSAV, Inc. September 2011 - October 2012
EnerNOC (post acquisition of eQuilibrium Solutions) June 2008 - February 2011
eQuilibrium Solutions Corp. June 2008 - January 2011
OpenPages (Acquired by IBM) 2005 - 2008
Fidelity Investments June 2004 - July 2005
C-bridge Internet Solutions / Excelon / Progress Software February 1999 - September 2001
Vidya Technologies 1993 - 1999
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2003
MBA
Pune Institute of Computer Technology 1985 — 1990
BS
omega consulting March 2011 - Present
Sports Fuel Distribution Pvt. Ltd March 2011 - Present
nSAV, Inc. September 2011 - October 2012
EnerNOC (post acquisition of eQuilibrium Solutions) June 2008 - February 2011
eQuilibrium Solutions Corp. June 2008 - January 2011
OpenPages (Acquired by IBM) 2005 - 2008
Fidelity Investments June 2004 - July 2005
C-bridge Internet Solutions / Excelon / Progress Software February 1999 - September 2001
Vidya Technologies 1993 - 1999
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2003
MBA
Pune Institute of Computer Technology 1985 — 1990
BS
Nate Findley Nate Findley's Fidelity Investments Experience May 2002 - August 2004
Job Director, Business Intelligence & Analytics at Microsoft
Industry Computer Software
Experience
Microsoft September 2010 - Present
Arryve March 2008 - September 2010
Washington Mutual August 2006 - March 2008
University of Washington September 2004 - August 2006
Fidelity Investments May 2002 - August 2004
University of Washington 1998 - 2001
Skills
Costing, Forecasting, Customer Profitability, Operational Excellence, Analytics, Modeling, Financial Modeling, Financial Analysis, Process Improvement, Business Intelligence, Data Analysis, Business Analysis, Analysis, Business Planning, Essbase, Balanced Scorecard, Financial Reporting, Decision Support, Management Consulting, Six Sigma, Business Process..., Access, Corporate Finance, Statistics, SQL, Data Visualization, Problem Solving, Program Management, Project Management, Technical Presentations, Large Group Facilitation, Business Relationship..., Strategic Communications, Strategic Planning, Budget Management, Marketing ROI, Green Belt, Budgets, Strategy, Change Management, Finance, Project Planning, Data Warehousing, Consulting, Pricing, Management, Segmentation, Competitive Analysis, Product Management, Cross-functional Team...
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2003
MBA
Vassar College 1993 — 1997
BA
WHS
Microsoft September 2010 - Present
Arryve March 2008 - September 2010
Washington Mutual August 2006 - March 2008
University of Washington September 2004 - August 2006
Fidelity Investments May 2002 - August 2004
University of Washington 1998 - 2001
Skills
Costing, Forecasting, Customer Profitability, Operational Excellence, Analytics, Modeling, Financial Modeling, Financial Analysis, Process Improvement, Business Intelligence, Data Analysis, Business Analysis, Analysis, Business Planning, Essbase, Balanced Scorecard, Financial Reporting, Decision Support, Management Consulting, Six Sigma, Business Process..., Access, Corporate Finance, Statistics, SQL, Data Visualization, Problem Solving, Program Management, Project Management, Technical Presentations, Large Group Facilitation, Business Relationship..., Strategic Communications, Strategic Planning, Budget Management, Marketing ROI, Green Belt, Budgets, Strategy, Change Management, Finance, Project Planning, Data Warehousing, Consulting, Pricing, Management, Segmentation, Competitive Analysis, Product Management, Cross-functional Team...
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2003
MBA
Vassar College 1993 — 1997
BA
WHS
PATRICIA DEWARE PATRICIA DEWARE's Fidelity Investments Experience 1996 - 1998
Job Chief Financial Officer at Selventa
Industry Biotechnology
Experience
Selventa November 2013 - Present
Selventa July 2011 - Present
Diagnostic Vision Corporation September 2009 - April 2011
The Jay Kistler Foundation - A Better Life February 2008 - 2011
South Bay Auto Group 2006 - 2009
Di Pesa & Company CPAs 2003 - 2006
Deware Consulting 1998 - 2003
Fidelity Investments 1996 - 1998
Avery Dennison 1983 - 1996
Skills
Forecasting, Accounting, Financial Analysis, Financial Planning, Business Planning, Financial Management, Analysis, Tax, Cash Management, Cash Flow, Financial Reporting, Financial Modeling, Budgeting, Due Diligence, Strategic Planning, Start-ups, Quickbooks, Auditing, Corporate Finance, Accounts Payable, Venture Capital, Business Strategy, Process Improvement, Strategic Financial..., Managerial Finance, Strategy, Budgets
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Taxation
Stonehill College
BSBA, Accounting
Selventa November 2013 - Present
Selventa July 2011 - Present
Diagnostic Vision Corporation September 2009 - April 2011
The Jay Kistler Foundation - A Better Life February 2008 - 2011
South Bay Auto Group 2006 - 2009
Di Pesa & Company CPAs 2003 - 2006
Deware Consulting 1998 - 2003
Fidelity Investments 1996 - 1998
Avery Dennison 1983 - 1996
Skills
Forecasting, Accounting, Financial Analysis, Financial Planning, Business Planning, Financial Management, Analysis, Tax, Cash Management, Cash Flow, Financial Reporting, Financial Modeling, Budgeting, Due Diligence, Strategic Planning, Start-ups, Quickbooks, Auditing, Corporate Finance, Accounts Payable, Venture Capital, Business Strategy, Process Improvement, Strategic Financial..., Managerial Finance, Strategy, Budgets
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Taxation
Stonehill College
BSBA, Accounting
Jo Griffiths Jo Griffiths's Fidelity Investments Experience February 2008 - March 2010
Job Strategic Marketing Consultant
Industry Financial Services
Experience
Bank of America June 2011 - February 2014
Bank of America Merrill Lynch May 2010 - August 2010
Fidelity Investments February 2008 - March 2010
Fidelity Investments November 2006 - February 2008
Fidelity Investments September 2005 - October 2006
Fidelity Investments January 2001 - September 2005
Laura Ashley USA October 2000 - December 2001
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2008
MBA
Troy University 1997 — 1999
BS
Bank of America June 2011 - February 2014
Bank of America Merrill Lynch May 2010 - August 2010
Fidelity Investments February 2008 - March 2010
Fidelity Investments November 2006 - February 2008
Fidelity Investments September 2005 - October 2006
Fidelity Investments January 2001 - September 2005
Laura Ashley USA October 2000 - December 2001
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2008
MBA
Troy University 1997 — 1999
BS
Juan Orozco's Fidelity Investments Experience March 2010 - March 2013
Job Database Marketing Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Dell October 2014 - March 2015
State Street June 2013 - June 2014
Fidelity Investments March 2010 - March 2013
The Excel Guru November 2008 - March 2010
Microsoft August 2007 - November 2008
IDC March 2000 - August 2007
IDC March 2000 - March 2002
Sodimac Colombia January 1995 - June 1997
Skills
Marketing Analytics, VBA, Quantitative Analysis, SAS, SPSS, SQL, Factor Analysis, Decision Trees, Quantitative Analytics, Data Mining, Analytics, Data Analysis, Business Analysis, Market Research, Segmentation, Access, Management, Market Analysis, Market Intelligence
Education
Bentley University 2009 — 2011
MS, Marketing Analytics
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
MBA
Universidad de Los Andes 1989 — 1994
BS, Industrial Engineering
Charles Schwab March 2015 - Present
Dell October 2014 - March 2015
State Street June 2013 - June 2014
Fidelity Investments March 2010 - March 2013
The Excel Guru November 2008 - March 2010
Microsoft August 2007 - November 2008
IDC March 2000 - August 2007
IDC March 2000 - March 2002
Sodimac Colombia January 1995 - June 1997
Skills
Marketing Analytics, VBA, Quantitative Analysis, SAS, SPSS, SQL, Factor Analysis, Decision Trees, Quantitative Analytics, Data Mining, Analytics, Data Analysis, Business Analysis, Market Research, Segmentation, Access, Management, Market Analysis, Market Intelligence
Education
Bentley University 2009 — 2011
MS, Marketing Analytics
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
MBA
Universidad de Los Andes 1989 — 1994
BS, Industrial Engineering
Jay Cobak Jay Cobak's Fidelity Investments Experience September 1994 - December 2001
Job
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
TIAA-CREF September 2012 - September 2014
TIAA-CREF January 2006 - September 2012
International Society of Certified Employee Benefit Specialists 2009 - 2010
TIAA-CREF September 2002 - December 2005
Principal Financial Group December 2001 - September 2002
Fidelity Investments September 1994 - December 2001
Federal Deposit Insurance Corporation September 1993 - January 1994
Skills
Retirement, Relationship Management, Financial Advisory, Mutual Funds, 401k, Financial Services, Series 63, Pensions, Series 7, Health Insurance, Insurance, Strategic Financial..., Asset Allocation, Leadership, Retirement Planning, Investment Advisory, Investments, Securities, Wealth Management, Fixed Annuities, Investment Strategies, Asset Management, Alternative Investments, Portfolio Management, ERISA, Defined Benefit, Investment Management, Defined Contribution, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2003
MBA
University of New Hampshire - Whittemore School of Business and Economics
BS
TIAA-CREF September 2014 - Present
TIAA-CREF September 2012 - September 2014
TIAA-CREF January 2006 - September 2012
International Society of Certified Employee Benefit Specialists 2009 - 2010
TIAA-CREF September 2002 - December 2005
Principal Financial Group December 2001 - September 2002
Fidelity Investments September 1994 - December 2001
Federal Deposit Insurance Corporation September 1993 - January 1994
Skills
Retirement, Relationship Management, Financial Advisory, Mutual Funds, 401k, Financial Services, Series 63, Pensions, Series 7, Health Insurance, Insurance, Strategic Financial..., Asset Allocation, Leadership, Retirement Planning, Investment Advisory, Investments, Securities, Wealth Management, Fixed Annuities, Investment Strategies, Asset Management, Alternative Investments, Portfolio Management, ERISA, Defined Benefit, Investment Management, Defined Contribution, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2003
MBA
University of New Hampshire - Whittemore School of Business and Economics
BS
Ed Zalewski Ed Zalewski's Fidelity Investments Experience March 2010 - Present
Job
Industry Investment Management
Experience
Fidelity Investments March 2010 - Present
Coldwell Banker Residential Brokerage 2009 - April 2010
Pioneer Investments December 2007 - 2009
Pioneer Investments February 2006 - December 2007
State Street Bank and Trust August 2002 - February 2006
Office of Senator's John and Lincoln Chafee, U.S. Senate, Washington, DC 1998 - 2001
U.S. Senate, Environment and Public Works Committee 1999 - 2000
Skills
Alternative Investments, Investments, Fixed Income, Asset Managment, Mutual Funds, Equities, Bloomberg, Financial Services, Series 7, Series 63, Securities, Hedge Funds, Financial Modeling, Financial Analysis, Asset Allocation, Finance, Strategy, Risk Management, Business Analysis, Strategic Planning, Analysis, Marketing, Product Management, Process Improvement, Business Development, Business Strategy, Leadership, Cross-functional Team..., Financial Markets, Project Management, Due Diligence, Customer Service, Microsoft Excel
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2008
MBA, Global Strategy Consulting and Finance
The George Washington University - School of Business 1997 — 2001
BBA, Environmental Policy and Management
Sea Education Association; Woods Hole, Mass. 2000 — 2000
N/A, Oceanography and Nautical Science
Fidelity Investments March 2010 - Present
Coldwell Banker Residential Brokerage 2009 - April 2010
Pioneer Investments December 2007 - 2009
Pioneer Investments February 2006 - December 2007
State Street Bank and Trust August 2002 - February 2006
Office of Senator's John and Lincoln Chafee, U.S. Senate, Washington, DC 1998 - 2001
U.S. Senate, Environment and Public Works Committee 1999 - 2000
Skills
Alternative Investments, Investments, Fixed Income, Asset Managment, Mutual Funds, Equities, Bloomberg, Financial Services, Series 7, Series 63, Securities, Hedge Funds, Financial Modeling, Financial Analysis, Asset Allocation, Finance, Strategy, Risk Management, Business Analysis, Strategic Planning, Analysis, Marketing, Product Management, Process Improvement, Business Development, Business Strategy, Leadership, Cross-functional Team..., Financial Markets, Project Management, Due Diligence, Customer Service, Microsoft Excel
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2008
MBA, Global Strategy Consulting and Finance
The George Washington University - School of Business 1997 — 2001
BBA, Environmental Policy and Management
Sea Education Association; Woods Hole, Mass. 2000 — 2000
N/A, Oceanography and Nautical Science
Rui M. Moura Rui M. Moura's Fidelity Investments Experience 1986 - 1988
Job Managing Partner Global Index Group, LLC
Industry Financial Services
Experience
Global Index Group, LLC May 2010 - Present
Novartus Consulting Group September 2006 - Present
3aArt 2006 - 2014
Milestone Global Asset Management May 2004 - September 2005
Russell Investments 2000 - 2004
United States Marine Corps Reserve May 1988 - January 2001
Babson Mutual Funds July 1997 - July 2000
Funds Distributor, Inc. November 1991 - June 1997
Fidelity Investments 1986 - 1988
Skills
Asset Managment, Alternative Investments, Hedge Funds, Portfolio Management, Investments, Mutual Funds, Equities, ETFs, Investment Strategies, Venture Capital, Financial Services, Private Equity, Wealth Management, Asset Allocation, Trading, Investment Management, Emerging Markets, Series 7, Entrepreneurship, Strategic Planning, Institutional..., Marketing Strategy, Digital Marketing, Integrated Marketing, Asset Management, Business Development, Marketing, Relationship Management, Business Planning, Start-ups, Management, Strategy, Retirement, Capital Markets, Leadership, Financial Markets, Securities, Management Consulting, Fund Of Funds, Financial Advisory, Investor Relations, Financial Analysis, Corporate Development, Series 63, Investment Advisory, Strategic Financial..., Mergers & Acquisitions, Investment Banking, Valuation, Funding
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2011
MBA
Northwestern University - Kellogg School of Management 2002 — 2003
Certificate
National Defense University 1993 — 1994
Certificate
University of Massachusetts at Lowell 1981 — 1983
BS
Global Index Group, LLC May 2010 - Present
Novartus Consulting Group September 2006 - Present
3aArt 2006 - 2014
Milestone Global Asset Management May 2004 - September 2005
Russell Investments 2000 - 2004
United States Marine Corps Reserve May 1988 - January 2001
Babson Mutual Funds July 1997 - July 2000
Funds Distributor, Inc. November 1991 - June 1997
Fidelity Investments 1986 - 1988
Skills
Asset Managment, Alternative Investments, Hedge Funds, Portfolio Management, Investments, Mutual Funds, Equities, ETFs, Investment Strategies, Venture Capital, Financial Services, Private Equity, Wealth Management, Asset Allocation, Trading, Investment Management, Emerging Markets, Series 7, Entrepreneurship, Strategic Planning, Institutional..., Marketing Strategy, Digital Marketing, Integrated Marketing, Asset Management, Business Development, Marketing, Relationship Management, Business Planning, Start-ups, Management, Strategy, Retirement, Capital Markets, Leadership, Financial Markets, Securities, Management Consulting, Fund Of Funds, Financial Advisory, Investor Relations, Financial Analysis, Corporate Development, Series 63, Investment Advisory, Strategic Financial..., Mergers & Acquisitions, Investment Banking, Valuation, Funding
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2011
MBA
Northwestern University - Kellogg School of Management 2002 — 2003
Certificate
National Defense University 1993 — 1994
Certificate
University of Massachusetts at Lowell 1981 — 1983
BS
Eileen Newman Eileen Newman's Fidelity Investments Experience April 1997 - September 2008
Job Director of Strategic Marketing at WGBH
Industry Public Relations and Communications
Experience
WGBH March 2014 - Present
EnergySage January 2009 - Present
e.e. newman communications October 2008 - Present
Fidelity Investments April 1997 - September 2008
Bertucci's August 1990 - February 1997
Skills
Crisis Communications, Internal Communications, Public Relations, Mergers, Messaging, Media Relations, Corporate Communications, Strategic Communications, Issues Management, Marketing Communications, Community Relations, Speech Writing, Reputation Management, Event Management, Executive Communications, Crisis Management, Message Development, Spokesperson, Communications Strategy, Change Management, Social Media, Analyst Relations, Communications Planning, Press Releases, Publicity, Writing, Executive Media Training, Change Communication, Strategy, Business Development, Communication Training
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2008
MBA
College of the Holy Cross 1983 — 1987
BA, Economics
WGBH March 2014 - Present
EnergySage January 2009 - Present
e.e. newman communications October 2008 - Present
Fidelity Investments April 1997 - September 2008
Bertucci's August 1990 - February 1997
Skills
Crisis Communications, Internal Communications, Public Relations, Mergers, Messaging, Media Relations, Corporate Communications, Strategic Communications, Issues Management, Marketing Communications, Community Relations, Speech Writing, Reputation Management, Event Management, Executive Communications, Crisis Management, Message Development, Spokesperson, Communications Strategy, Change Management, Social Media, Analyst Relations, Communications Planning, Press Releases, Publicity, Writing, Executive Media Training, Change Communication, Strategy, Business Development, Communication Training
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2008
MBA
College of the Holy Cross 1983 — 1987
BA, Economics
Karen Shea Collinsworth Karen Shea Collinsworth's Fidelity Investments Experience 1996 - 1998
Job Senior Project Manager
Industry Program Development
Experience
BrightStarr December 2012 - January 2014
Health Dialog 2011 - December 2012
Health Dialog 2010 - 2011
Health Dialog 2008 - 2010
AMI Semiconductor 2005 - 2008
Axcelis Technologies 1998 - 2003
Fidelity Investments 1996 - 1998
Liberty Securities Corporation 1994 - 1996
Addison-Wesley Publishing Company 1993 - 1994
Skills
Strategy Development, Budgeting, Profitability, Business Strategy, Marketing Strategy, Negotiation, Spreadsheets, Presentations, Budgets, Project Management, Strategy, Forecasting, Project Planning, Process Improvement, Management, Analytics, Data Analysis, Integration, Program Management, Strategic Planning, Business Process, SharePoint, Team Building, PMP, Business Analysis, Vendor Management, Business Intelligence, CRM, Cross-functional Team..., Leadership, Healthcare Information..., Healthcare, Team Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Massachusetts Lowell 1988 — 1992
BSBA, Finance
BrightStarr December 2012 - January 2014
Health Dialog 2011 - December 2012
Health Dialog 2010 - 2011
Health Dialog 2008 - 2010
AMI Semiconductor 2005 - 2008
Axcelis Technologies 1998 - 2003
Fidelity Investments 1996 - 1998
Liberty Securities Corporation 1994 - 1996
Addison-Wesley Publishing Company 1993 - 1994
Skills
Strategy Development, Budgeting, Profitability, Business Strategy, Marketing Strategy, Negotiation, Spreadsheets, Presentations, Budgets, Project Management, Strategy, Forecasting, Project Planning, Process Improvement, Management, Analytics, Data Analysis, Integration, Program Management, Strategic Planning, Business Process, SharePoint, Team Building, PMP, Business Analysis, Vendor Management, Business Intelligence, CRM, Cross-functional Team..., Leadership, Healthcare Information..., Healthcare, Team Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Massachusetts Lowell 1988 — 1992
BSBA, Finance
Kevin Krueger's Fidelity Investments Experience April 2000 - January 2004
Job Head Coach at SupahFans Streetwear
Industry Apparel & Fashion
Experience
SupahFans Streetwear October 2004 - Present
The Ice Jack December 2003 - August 2004
Fidelity Investments April 2000 - January 2004
Babson College 2001 - 2004
Pioneer Group April 1997 - March 2000
Boston Red Sox April 1996 - October 1998
Skills
Online Marketing, Graphic Design, Team Management, Web Design, Fashion Design, Art Direction, Customer Service, Web Development, Trade Show Management, Marketing, Entrepreneurship, Brand Development, Trade Shows, Photography, Small Business, Start-ups, Retail, Fundraising, Social Media, Sales, Graphics, Advertising, Marketing Strategy, Event Management, New Business Development, Facebook, Social Media Marketing, Sports Marketing, Blogging, Sports, Fashion, Networking, Management, Social Networking, Event Planning, Selling, Public Relations
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2004
MBA, Entrepreneurship
The London School of Economics and Political Science (LSE) 2003 — 2003
ECON, Economics
Boston College 1993 — 1996
BA, Psychology
Natick High School 1990 — 1992
SupahFans Streetwear October 2004 - Present
The Ice Jack December 2003 - August 2004
Fidelity Investments April 2000 - January 2004
Babson College 2001 - 2004
Pioneer Group April 1997 - March 2000
Boston Red Sox April 1996 - October 1998
Skills
Online Marketing, Graphic Design, Team Management, Web Design, Fashion Design, Art Direction, Customer Service, Web Development, Trade Show Management, Marketing, Entrepreneurship, Brand Development, Trade Shows, Photography, Small Business, Start-ups, Retail, Fundraising, Social Media, Sales, Graphics, Advertising, Marketing Strategy, Event Management, New Business Development, Facebook, Social Media Marketing, Sports Marketing, Blogging, Sports, Fashion, Networking, Management, Social Networking, Event Planning, Selling, Public Relations
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2004
MBA, Entrepreneurship
The London School of Economics and Political Science (LSE) 2003 — 2003
ECON, Economics
Boston College 1993 — 1996
BA, Psychology
Natick High School 1990 — 1992
Subhankar Choudhury, ME, MBA, PMP Subhankar Choudhury, ME, MBA, PMP's Fidelity Investments Experience August 2009 - May 2010
Job Sr. Business Systems Analyst at Omgeo
Industry Computer Software
Experience
LeapFrog Systems March 2015 - Present
MorphoTrust ™ USA February 2011 - March 2015
Ameriprise Financial June 2010 - February 2011
Fidelity Investments August 2009 - May 2010
State Street Corp September 2005 - December 2008
Keane at UBS November 2004 - August 2005
Keane at Statestreet Corp September 1997 - October 2004
Infosys August 1994 - September 1997
Skills
Business Analysis, Project Management, Systems Analysis, System Architecture, System Integration, Requirements Analysis, SOA, Product Development, Database Design, Integration, Vendor Management, SDLC, Software Documentation, Program Management, Management, Software Development, Leadership, Agile Methodologies, Software Project..., Business Intelligence, IT Strategy, PMP, SharePoint, Enterprise Architecture, Enterprise Software, Solution Architecture, SaaS, Data Warehousing, Requirements Gathering, Scrum, Agile Project Management, Databases, Security, Visio, Testing, SQL, Disaster Recovery, Consulting, Information Technology, Data Modeling, Process Improvement, Business Process, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2005
MBA, Business Management
Indian Institute of Science 1990 — 1994
M.E., Metallurgy
LeapFrog Systems March 2015 - Present
MorphoTrust ™ USA February 2011 - March 2015
Ameriprise Financial June 2010 - February 2011
Fidelity Investments August 2009 - May 2010
State Street Corp September 2005 - December 2008
Keane at UBS November 2004 - August 2005
Keane at Statestreet Corp September 1997 - October 2004
Infosys August 1994 - September 1997
Skills
Business Analysis, Project Management, Systems Analysis, System Architecture, System Integration, Requirements Analysis, SOA, Product Development, Database Design, Integration, Vendor Management, SDLC, Software Documentation, Program Management, Management, Software Development, Leadership, Agile Methodologies, Software Project..., Business Intelligence, IT Strategy, PMP, SharePoint, Enterprise Architecture, Enterprise Software, Solution Architecture, SaaS, Data Warehousing, Requirements Gathering, Scrum, Agile Project Management, Databases, Security, Visio, Testing, SQL, Disaster Recovery, Consulting, Information Technology, Data Modeling, Process Improvement, Business Process, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2005
MBA, Business Management
Indian Institute of Science 1990 — 1994
M.E., Metallurgy
Paul Flynn's Fidelity Investments Experience 2007 - April 2011
Job Manager, Applications | Integrated Channel Applications at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2011 - Present
Northeastern University July 2009 - Present
Fidelity Investments 2007 - April 2011
Leapfrog Systems February 2006 - April 2011
Integrated Benefit Solutions October 2001 - February 2006
Pyramid Digital Solutions June 1999 - October 2001
John Hancock Funds January 1999 - June 1999
Putnam Investments November 1993 - January 1999
Skills
Visio, Access, Mainframe, Oracle, SQL, Microsoft Excel, Projects, PowerPoint, DB2, Microsoft Word, TSO, ClearQuest, OmniPlan, SDLC, Business Analysis, Problem Solving, Requirements Analysis, Agile Methodologies, Agile Project Management, Strategic Hiring, Systems Analysis, SOA, System Design, University Teaching, Web Applications, IT Management, Project Portfolio..., Software Project..., Business Requirements, Leadership, Cross-functional Team..., Requirements Gathering
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 2001
Master's of Business Administration (MBA), Information Technology & Finance
Boston College 1991 — 1993
Bachelor's of Science (BS), Management
Roger Williams University 1989 — 1991
TIAA-CREF April 2011 - Present
Northeastern University July 2009 - Present
Fidelity Investments 2007 - April 2011
Leapfrog Systems February 2006 - April 2011
Integrated Benefit Solutions October 2001 - February 2006
Pyramid Digital Solutions June 1999 - October 2001
John Hancock Funds January 1999 - June 1999
Putnam Investments November 1993 - January 1999
Skills
Visio, Access, Mainframe, Oracle, SQL, Microsoft Excel, Projects, PowerPoint, DB2, Microsoft Word, TSO, ClearQuest, OmniPlan, SDLC, Business Analysis, Problem Solving, Requirements Analysis, Agile Methodologies, Agile Project Management, Strategic Hiring, Systems Analysis, SOA, System Design, University Teaching, Web Applications, IT Management, Project Portfolio..., Software Project..., Business Requirements, Leadership, Cross-functional Team..., Requirements Gathering
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 2001
Master's of Business Administration (MBA), Information Technology & Finance
Boston College 1991 — 1993
Bachelor's of Science (BS), Management
Roger Williams University 1989 — 1991
Vincent Putiri, PMP Vincent Putiri, PMP's Fidelity Investments Experience October 2014 - Present
Job IT Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 2014 - Present
Converse April 2014 - October 2014
American Tower November 2013 - April 2014
Joslin, Lesser + Associates, Inc. May 2013 - June 2013
Fidelity Investments March 2012 - May 2013
Catalyst Restaurant March 2009 - March 2012
Boston Capital January 2010 - May 2010
Four Seasons Hotels and Resorts August 2004 - June 2009
Skills
Valuation, Financial Analysis, Financial Modeling, Asset Management, Analysis, Business Analysis, Microsoft Excel, Data Analysis, Forecasting, Project Management, Analytics, Leadership, Business Planning, Management, Process Improvement, Market Research, Strategy, Vendor Management, Budgets, Finance, Cross-functional Team...
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2018
Master of Business Administration (MBA), Business Analytics & Entrepreneurship/Entrepreneurial Studies, 3.67
Harvard University 2008 — 2010
Masters, Management and Finance, 3.4
Berklee College of Music 2001 — 2003
Bachelor of Music, Jazz Composition (BM)
Fidelity Investments October 2014 - Present
Converse April 2014 - October 2014
American Tower November 2013 - April 2014
Joslin, Lesser + Associates, Inc. May 2013 - June 2013
Fidelity Investments March 2012 - May 2013
Catalyst Restaurant March 2009 - March 2012
Boston Capital January 2010 - May 2010
Four Seasons Hotels and Resorts August 2004 - June 2009
Skills
Valuation, Financial Analysis, Financial Modeling, Asset Management, Analysis, Business Analysis, Microsoft Excel, Data Analysis, Forecasting, Project Management, Analytics, Leadership, Business Planning, Management, Process Improvement, Market Research, Strategy, Vendor Management, Budgets, Finance, Cross-functional Team...
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2018
Master of Business Administration (MBA), Business Analytics & Entrepreneurship/Entrepreneurial Studies, 3.67
Harvard University 2008 — 2010
Masters, Management and Finance, 3.4
Berklee College of Music 2001 — 2003
Bachelor of Music, Jazz Composition (BM)
Harry Gu Harry Gu's Fidelity Investments Experience January 2008 - February 2009
Job Principal Software Engineer at Ipswitch, Inc.
Industry Computer Software
Experience
Ipswitch, Inc. March 2014 - Present
Epsilon May 2011 - February 2014
SoundBite Communications January 2010 - May 2011
Haemonetics March 2009 - December 2009
Fidelity Investments January 2008 - February 2009
Fidelity Investments September 2001 - December 2007
Cisco Systems September 2000 - August 2001
Fidelity Investments September 1997 - September 2000
Harte Hanks November 1995 - September 1997
Total Peripherals November 1993 - November 1995
Skills
Business Intelligence, Oracle, Enterprise Architecture, Java, Big Data, Agile Project Management, SaaS, System Integration, SOA, Integration, Enterprise Software, Architecture, Agile Methodologies, Web Applications, Software Development, Architectures, SDLC
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2011
MBA
Beijing Institute of Technology 1982 — 1989
Master of Science, Computer Control
Ipswitch, Inc. March 2014 - Present
Epsilon May 2011 - February 2014
SoundBite Communications January 2010 - May 2011
Haemonetics March 2009 - December 2009
Fidelity Investments January 2008 - February 2009
Fidelity Investments September 2001 - December 2007
Cisco Systems September 2000 - August 2001
Fidelity Investments September 1997 - September 2000
Harte Hanks November 1995 - September 1997
Total Peripherals November 1993 - November 1995
Skills
Business Intelligence, Oracle, Enterprise Architecture, Java, Big Data, Agile Project Management, SaaS, System Integration, SOA, Integration, Enterprise Software, Architecture, Agile Methodologies, Web Applications, Software Development, Architectures, SDLC
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2011
MBA
Beijing Institute of Technology 1982 — 1989
Master of Science, Computer Control
Jim Buza's Fidelity Investments Experience July 2012 - Present
Job
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments July 2011 - December 2012
Fidelity Investments October 2008 - January 2012
Fidelity Charitable Services July 2003 - October 2008
Fidelity Investments May 2000 - July 2003
Miami Air 1994 - 1998
Skills
Financial Services, Series 7, Product Development, Product Management, Investments, Portfolio Management, Strategy, Strategic Planning, Risk Management, Mutual Funds, Securities, Wealth Management, Asset Allocation, Alternative Investments, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA, Strategy and Finance
Purdue University 1990 — 1994
BS, Aviation Administration
Fidelity Investments July 2012 - Present
Fidelity Investments July 2011 - December 2012
Fidelity Investments October 2008 - January 2012
Fidelity Charitable Services July 2003 - October 2008
Fidelity Investments May 2000 - July 2003
Miami Air 1994 - 1998
Skills
Financial Services, Series 7, Product Development, Product Management, Investments, Portfolio Management, Strategy, Strategic Planning, Risk Management, Mutual Funds, Securities, Wealth Management, Asset Allocation, Alternative Investments, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA, Strategy and Finance
Purdue University 1990 — 1994
BS, Aviation Administration
Rob Hegarty's Fidelity Investments Experience June 1992 - September 1998
Job Financial Technology Executive
Industry Financial Services
Experience
SenaHill Partners, LP April 2015 - Present
Wall Street Horizon January 2015 - Present
Thomson Reuters July 2012 - June 2014
Thomson Reuters December 2010 - June 2012
DTCC January 2010 - November 2010
The Depository Trust & Clearing Corporation April 2009 - April 2010
TowerGroup September 2005 - April 2009
TowerGroup September 1999 - September 2005
Putnam Investments April 1998 - September 1999
Fidelity Investments June 1992 - September 1998
Skills
Equities, Trading Systems, Financial Markets, Electronic Trading, Financial Services, Trading, Capital Markets, Market Structure, Strategy, Equity Trading, Board of Directors, Market Data, Hedge Funds, Investment Management, Investment Banking, Business Strategy, Securities, Fixed Income, Emerging Markets, Competitive Analysis, Asset Managment, Alternative Investments, Derivatives, Board Governance, Board Level, Finance, Options, Risk Management
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance and Marketing concentration
North Adams State College
BS, Computer Science
SenaHill Partners, LP April 2015 - Present
Wall Street Horizon January 2015 - Present
Thomson Reuters July 2012 - June 2014
Thomson Reuters December 2010 - June 2012
DTCC January 2010 - November 2010
The Depository Trust & Clearing Corporation April 2009 - April 2010
TowerGroup September 2005 - April 2009
TowerGroup September 1999 - September 2005
Putnam Investments April 1998 - September 1999
Fidelity Investments June 1992 - September 1998
Skills
Equities, Trading Systems, Financial Markets, Electronic Trading, Financial Services, Trading, Capital Markets, Market Structure, Strategy, Equity Trading, Board of Directors, Market Data, Hedge Funds, Investment Management, Investment Banking, Business Strategy, Securities, Fixed Income, Emerging Markets, Competitive Analysis, Asset Managment, Alternative Investments, Derivatives, Board Governance, Board Level, Finance, Options, Risk Management
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance and Marketing concentration
North Adams State College
BS, Computer Science
Neil Gardner Neil Gardner's Fidelity Investments Experience January 2006 - February 2009
Job
Industry Information Technology and Services
Experience
Glasshouse Technology January 2012 - January 2013
Charles River Development February 2011 - September 2011
Bridgewater Associates August 2009 - February 2011
New Vantage Partners March 2009 - March 2010
Fidelity Investments January 2006 - February 2009
Fidelity Investments March 2003 - January 2006
Zurich-Scudder Investments September 2001 - February 2003
Deutsche Bank 2002 - 2003
NaviSite April 2000 - July 2001
Skills
Project Management, SDLC, Contract Negotiation, IT Operations, Organizational Design, Financial Services, Consulting, Budgets, Enterprise Software, Business Analysis, Vendor Management, Program Management, Asset Managment, Risk Management, Change Management, Strategy, Cloud Computing, Software Project..., Enterprise Architecture, Product Management, Asset Management, Cloud Computing IaaS, Management, Process Improvement, PMO, Data Center, Business Development, Agile Methodologies, Business Process, Leadership, Team Leadership, IT Strategy, Software Development, Executive Management, Analysis, Virtualization, SaaS, Business Intelligence, Outsourcing, Databases, Start-ups, Project Portfolio..., Business Process..., Integration, IT Management, Professional Services, Service Delivery, Infrastructure, Management Consulting, Information Technology
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1999
MBA
Concordia University 1980 — 1983
Bachelor, Computer Science
Glasshouse Technology January 2012 - January 2013
Charles River Development February 2011 - September 2011
Bridgewater Associates August 2009 - February 2011
New Vantage Partners March 2009 - March 2010
Fidelity Investments January 2006 - February 2009
Fidelity Investments March 2003 - January 2006
Zurich-Scudder Investments September 2001 - February 2003
Deutsche Bank 2002 - 2003
NaviSite April 2000 - July 2001
Skills
Project Management, SDLC, Contract Negotiation, IT Operations, Organizational Design, Financial Services, Consulting, Budgets, Enterprise Software, Business Analysis, Vendor Management, Program Management, Asset Managment, Risk Management, Change Management, Strategy, Cloud Computing, Software Project..., Enterprise Architecture, Product Management, Asset Management, Cloud Computing IaaS, Management, Process Improvement, PMO, Data Center, Business Development, Agile Methodologies, Business Process, Leadership, Team Leadership, IT Strategy, Software Development, Executive Management, Analysis, Virtualization, SaaS, Business Intelligence, Outsourcing, Databases, Start-ups, Project Portfolio..., Business Process..., Integration, IT Management, Professional Services, Service Delivery, Infrastructure, Management Consulting, Information Technology
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1999
MBA
Concordia University 1980 — 1983
Bachelor, Computer Science
Lindsey Kolinski's Fidelity Investments Experience September 2008 - December 2008
Job Division Manager, Newborn Medicine at Boston Children's Hospital
Industry Hospital & Health Care
Experience
Boston Children's Hospital March 2012 - Present
Boston Children's Hospital November 2009 - March 2012
Fidelity Investments September 2008 - December 2008
State Street Corporation January 2006 - May 2008
Wellington Management June 2005 - December 2005
Bank of New York Mellon June 2004 - December 2004
Skills
Investments, Strategy, Financial Analysis, Entrepreneurship, Business Strategy, Financial Modeling, Private Equity, Financial Services, Relationship Management, Portfolio Management, Asset Managment, Business Analysis, Valuation, Strategic Financial..., Process Improvement, Healthcare Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
MBA
Northeastern University 2002 — 2006
Bachelors of Science in Business Administration, Finance
Boston Children's Hospital March 2012 - Present
Boston Children's Hospital November 2009 - March 2012
Fidelity Investments September 2008 - December 2008
State Street Corporation January 2006 - May 2008
Wellington Management June 2005 - December 2005
Bank of New York Mellon June 2004 - December 2004
Skills
Investments, Strategy, Financial Analysis, Entrepreneurship, Business Strategy, Financial Modeling, Private Equity, Financial Services, Relationship Management, Portfolio Management, Asset Managment, Business Analysis, Valuation, Strategic Financial..., Process Improvement, Healthcare Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
MBA
Northeastern University 2002 — 2006
Bachelors of Science in Business Administration, Finance
Kelle Thompson Kelle Thompson's Fidelity Investments Experience July 2014 - Present
Job Vice President, Enterprise Talent Marketing & Innovation
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments June 2011 - July 2014
Liberty Mutual Group January 2008 - June 2011
Liberty Mutual Group November 2006 - January 2008
Deutsche Post World Net February 2006 - August 2006
Exel June 2004 - February 2006
Sloan Consortium October 2003 - May 2004
Conde Nast 1999 - 2003
POV Magazine 1998 - 1999
Cahners 1995 - 1999
Skills
Talent Management, Recruiting, Strategy, Leadership, Social Media Marketing, Social Media, Marketing Strategy, Management, Vendor Management, Project Management, Employer Branding, Marketing, Interviews, Organizational..., Sourcing, Talent Acquisition, Program Management, Global Strategy, Analysis, Start-ups, Succession Planning, Digital Marketing, Recruitment Advertising, Marketing Communications, Social Networking..., Digital Strategy, Social Media Monitoring, Organizational..., Change Management, Relationship-building..., Social Media Measurement
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, Global Management
Wellesley College 1990 — 1994
1994, English
Fidelity Investments July 2014 - Present
Fidelity Investments June 2011 - July 2014
Liberty Mutual Group January 2008 - June 2011
Liberty Mutual Group November 2006 - January 2008
Deutsche Post World Net February 2006 - August 2006
Exel June 2004 - February 2006
Sloan Consortium October 2003 - May 2004
Conde Nast 1999 - 2003
POV Magazine 1998 - 1999
Cahners 1995 - 1999
Skills
Talent Management, Recruiting, Strategy, Leadership, Social Media Marketing, Social Media, Marketing Strategy, Management, Vendor Management, Project Management, Employer Branding, Marketing, Interviews, Organizational..., Sourcing, Talent Acquisition, Program Management, Global Strategy, Analysis, Start-ups, Succession Planning, Digital Marketing, Recruitment Advertising, Marketing Communications, Social Networking..., Digital Strategy, Social Media Monitoring, Organizational..., Change Management, Relationship-building..., Social Media Measurement
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, Global Management
Wellesley College 1990 — 1994
1994, English
Paul R Magro's Fidelity Investments Experience January 2007 - August 2013
Job Enterprise Operations at John Hancock Retirement Plan Services
Industry Financial Services
Experience
John Hancock Retirement Plan Services October 2013 - Present
Fidelity Investments January 2007 - August 2013
Fidelity Investments January 2005 - January 2007
Fidelity Investments January 2003 - January 2005
Fidelity Investments August 1999 - January 2003
Fidelity Investments February 1994 - August 1999
Fidelity Investments August 1990 - February 1994
Skills
Strategic Planning, Global Management, Product Management, Process Improvement, Change Management, Risk Management, Six Sigma, Business Analysis, Vendor Management, Project Management, Relationship Management, Leadership, Business Development, Business Planning, Outsourcing, Mergers & Acquisitions, Analysis, Start-ups, Management Consulting, CRM
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1997
MBA, Finance and Marketing
Bentley University 1986 — 1990
Business Administration, Finance
John Hancock Retirement Plan Services October 2013 - Present
Fidelity Investments January 2007 - August 2013
Fidelity Investments January 2005 - January 2007
Fidelity Investments January 2003 - January 2005
Fidelity Investments August 1999 - January 2003
Fidelity Investments February 1994 - August 1999
Fidelity Investments August 1990 - February 1994
Skills
Strategic Planning, Global Management, Product Management, Process Improvement, Change Management, Risk Management, Six Sigma, Business Analysis, Vendor Management, Project Management, Relationship Management, Leadership, Business Development, Business Planning, Outsourcing, Mergers & Acquisitions, Analysis, Start-ups, Management Consulting, CRM
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1997
MBA, Finance and Marketing
Bentley University 1986 — 1990
Business Administration, Finance
Taline Badrikian's Fidelity Investments Experience May 2007 - April 2008
Job
Industry Marketing and Advertising
Experience
Teamstudio November 2012 - Present
SourceOne, Inc (DE) January 2011 - March 2012
EMI Strategic Marketing June 2010 - January 2011
EMC April 2008 - April 2010
Fidelity Investments May 2007 - April 2008
Fidelity Investments April 2005 - May 2007
Fidelity Investments July 1999 - March 2005
Skills
Product Marketing, Social Media Marketing, Brand Management, Team Management, Sales Enablement, Global Communications, Inbound Lead Generation, SEO, Strategy, Messaging, Integrated Marketing, Digital Marketing, B2B Marketing, Business Development, Social Media, Online Marketing, Management, Leadership, Marketing, Sales, Program Management, Direct Marketing, Strategic Planning, Marketing Strategy, Product Management, Internal Communications, PPC, Start-ups, Corporate Communications, Web Analytics, SEM, Competitive Analysis, Analytics, Public Relations, Strategic Communications
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2004
MBA
Boston University 2001 — 2003
Graduate Certificate
Bentley University 1995 — 1999
BS
Teamstudio November 2012 - Present
SourceOne, Inc (DE) January 2011 - March 2012
EMI Strategic Marketing June 2010 - January 2011
EMC April 2008 - April 2010
Fidelity Investments May 2007 - April 2008
Fidelity Investments April 2005 - May 2007
Fidelity Investments July 1999 - March 2005
Skills
Product Marketing, Social Media Marketing, Brand Management, Team Management, Sales Enablement, Global Communications, Inbound Lead Generation, SEO, Strategy, Messaging, Integrated Marketing, Digital Marketing, B2B Marketing, Business Development, Social Media, Online Marketing, Management, Leadership, Marketing, Sales, Program Management, Direct Marketing, Strategic Planning, Marketing Strategy, Product Management, Internal Communications, PPC, Start-ups, Corporate Communications, Web Analytics, SEM, Competitive Analysis, Analytics, Public Relations, Strategic Communications
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2004
MBA
Boston University 2001 — 2003
Graduate Certificate
Bentley University 1995 — 1999
BS
Marjorie Boles's Fidelity Investments Experience December 1996 - January 1999
Job
Industry Information Technology and Services
Experience
Sappi Fine Paper North America January 2010 - Present
Sappi Fine Paper North America October 2008 - January 2010
Sappi Fine Paper North America February 1999 - October 2008
Fidelity Investments December 1996 - January 1999
Andersen Consulting May 1993 - August 1995
Skills
Leadership, Change Management, Business Process..., Cross-functional Team..., Organizational Design, Process Improvement, ERP, Integration, High Performance Teams, Customer Experience, Analysis, IT Strategy, Business Process, Program Management, Telecommunications, Data Center, Process Engineering, Analytics, Business Analysis, Business Intelligence, Marketing Strategy, Project Management, E-commerce, IT Management, Vendor Management, Team Leadership, Strategy, Management, Information Technology, Enterprise Software
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA
Boston College 1989 — 1993
BA - Double Major
Sappi Fine Paper North America January 2010 - Present
Sappi Fine Paper North America October 2008 - January 2010
Sappi Fine Paper North America February 1999 - October 2008
Fidelity Investments December 1996 - January 1999
Andersen Consulting May 1993 - August 1995
Skills
Leadership, Change Management, Business Process..., Cross-functional Team..., Organizational Design, Process Improvement, ERP, Integration, High Performance Teams, Customer Experience, Analysis, IT Strategy, Business Process, Program Management, Telecommunications, Data Center, Process Engineering, Analytics, Business Analysis, Business Intelligence, Marketing Strategy, Project Management, E-commerce, IT Management, Vendor Management, Team Leadership, Strategy, Management, Information Technology, Enterprise Software
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA
Boston College 1989 — 1993
BA - Double Major
Ken Place, PMP, CLSSGB Ken Place, PMP, CLSSGB's Fidelity Investments Experience 2011 - Present
Job Director IT Planning at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments 2011 - Present
Fidelity Investments 2005 - 2010
Fidelity Investments 1999 - 2004
Fidelity Investments 1996 - 1999
Lewtan Technologies 1993 - 1996
Mutual Fund Services Company 1993 - 1993
State Street Bank 1987 - 1991
Skills
PMP, Business Requirements, Systems Analysis, Project Management, Risk Management, Program Management, Leadership, Process Improvement, Software Development, PMO, Mutual Funds, SDLC, Integration, Six Sigma, Requirements Analysis, MS Project, SharePoint, Visio, Software Project..., Business Analysis, Enterprise Architecture, Analysis, Team Leadership, Quality Assurance, Agile Methodologies, Financial Services, Management, Vendor Management, IT Management, Cross-functional Team..., Enterprise Software, Requirements Gathering, Information Technology, Budgets, Product Management, Business Intelligence, Governance, CRM, IT Strategy, Agile Project Management, Business Process, SaaS, Executive Management, Resource Management, Business Process..., ITIL, Project Portfolio..., Outsourcing, Cloud Computing
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1992
MBA, Business Administration, Finance
University of New Hampshire 1983 — 1987
BS, Business Administration
Fidelity Investments 2011 - Present
Fidelity Investments 2005 - 2010
Fidelity Investments 1999 - 2004
Fidelity Investments 1996 - 1999
Lewtan Technologies 1993 - 1996
Mutual Fund Services Company 1993 - 1993
State Street Bank 1987 - 1991
Skills
PMP, Business Requirements, Systems Analysis, Project Management, Risk Management, Program Management, Leadership, Process Improvement, Software Development, PMO, Mutual Funds, SDLC, Integration, Six Sigma, Requirements Analysis, MS Project, SharePoint, Visio, Software Project..., Business Analysis, Enterprise Architecture, Analysis, Team Leadership, Quality Assurance, Agile Methodologies, Financial Services, Management, Vendor Management, IT Management, Cross-functional Team..., Enterprise Software, Requirements Gathering, Information Technology, Budgets, Product Management, Business Intelligence, Governance, CRM, IT Strategy, Agile Project Management, Business Process, SaaS, Executive Management, Resource Management, Business Process..., ITIL, Project Portfolio..., Outsourcing, Cloud Computing
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1992
MBA, Business Administration, Finance
University of New Hampshire 1983 — 1987
BS, Business Administration
Vicky Cahill's Fidelity Investments Experience 1991 - 2000
Job Educational Consultant at Inspirica
Industry Marketing and Advertising
Experience
Inspirica 2012 - Present
Brookline Center 2007 - 2012
Marketing and Business Consultant 2000 - 2007
Fidelity Investments 1991 - 2000
BNY Mellon 1987 - 1991
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Marketing
Boston University
BAS, Business Administration
Inspirica 2012 - Present
Brookline Center 2007 - 2012
Marketing and Business Consultant 2000 - 2007
Fidelity Investments 1991 - 2000
BNY Mellon 1987 - 1991
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Marketing
Boston University
BAS, Business Administration
Larry Schofer Larry Schofer's Fidelity Investments Experience February 1994 - February 2000
Job Business Systems Analyst
Industry Financial Services
Experience
Hilliard Lyons November 2006 - December 2013
General Electric February 2000 - July 2005
Fidelity Investments February 1994 - February 2000
National Computer Systems September 1982 - January 1994
Skills
Requirements Analysis, Business Analysis, Software Design, SDLC, Vendor Management, Data Analysis, Process Improvement, Software Development, Project Management, Software Implementation, Software Deployment, Equity Trading, Wealth Management..., Systems Analysis, Production Support, ThomsonOne, Technical Documentation, Mutual Funds, Series 7, Technical Training
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1996
MBA, Finance and Information Systems
State University of New York College at Potsdam 1976 — 1980
BM, Music Education, Mathematics
Hilliard Lyons November 2006 - December 2013
General Electric February 2000 - July 2005
Fidelity Investments February 1994 - February 2000
National Computer Systems September 1982 - January 1994
Skills
Requirements Analysis, Business Analysis, Software Design, SDLC, Vendor Management, Data Analysis, Process Improvement, Software Development, Project Management, Software Implementation, Software Deployment, Equity Trading, Wealth Management..., Systems Analysis, Production Support, ThomsonOne, Technical Documentation, Mutual Funds, Series 7, Technical Training
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1996
MBA, Finance and Information Systems
State University of New York College at Potsdam 1976 — 1980
BM, Music Education, Mathematics
Andy Cole Andy Cole's Fidelity Investments Experience May 2012 - August 2012
Job Consultant at South Street Strategy Group
Industry Management Consulting
Experience
Interaction Associates April 2014 - December 2014
Hackfit LLC July 2013 - December 2013
Scramble Systems LLC January 2013 - July 2013
Babson Entrepreneurship Club April 2012 - May 2013
ImagineNations Group September 2012 - December 2012
Fidelity Investments May 2012 - August 2012
Osram Sylvania January 2012 - May 2012
BlueVolt May 2011 - August 2011
Not professionally employed during travels February 2010 - February 2011
Vestas September 2007 - September 2009
Skills
Entrepreneurship, Market Research, Data Analysis, Project Management, Product Development, Salesforce.com, Product Management, Energy, Sustainability, Analysis, Access, Competitive Analysis, Program Management, Research, SaaS, Root Cause Analysis, Customer Oriented, 8D Problem Solving, Cross-functional Team..., Problem Management, Team Leadership, Business Strategy, Strategy, Leadership, Management, Six Sigma, Change Management, Marketing, Fitness, Sales, Coaching, Social Media Marketing, Innovation Consulting
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA, Entreprenuership
University of Michigan 2005 — 2007
BS, Mechanical Engineering
Kalamazoo College 2002 — 2005
BA, Physics, Math
Traverse City West 1999 — 2002
Interaction Associates April 2014 - December 2014
Hackfit LLC July 2013 - December 2013
Scramble Systems LLC January 2013 - July 2013
Babson Entrepreneurship Club April 2012 - May 2013
ImagineNations Group September 2012 - December 2012
Fidelity Investments May 2012 - August 2012
Osram Sylvania January 2012 - May 2012
BlueVolt May 2011 - August 2011
Not professionally employed during travels February 2010 - February 2011
Vestas September 2007 - September 2009
Skills
Entrepreneurship, Market Research, Data Analysis, Project Management, Product Development, Salesforce.com, Product Management, Energy, Sustainability, Analysis, Access, Competitive Analysis, Program Management, Research, SaaS, Root Cause Analysis, Customer Oriented, 8D Problem Solving, Cross-functional Team..., Problem Management, Team Leadership, Business Strategy, Strategy, Leadership, Management, Six Sigma, Change Management, Marketing, Fitness, Sales, Coaching, Social Media Marketing, Innovation Consulting
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA, Entreprenuership
University of Michigan 2005 — 2007
BS, Mechanical Engineering
Kalamazoo College 2002 — 2005
BA, Physics, Math
Traverse City West 1999 — 2002
Vasu Manjrekar Vasu Manjrekar's Fidelity Investments Experience July 2003 - June 2004
Job Chief Technology Officer at BMS Practice Solutions
Industry Hospital & Health Care
Experience
BMS Medical Management February 2015 - Present
Alere ACS Connected Health July 2013 - December 2014
eClinicalWorks July 2007 - July 2013
eClinicalWorks July 2004 - June 2007
Patni (now CapGemini) September 1999 - July 2004
Fidelity Investments July 2003 - June 2004
General Electric December 2000 - July 2003
Mahindra & Mahindra June 1998 - February 1999
Skills
Healthcare Information..., EHR, EMR, Interoperability, Health Information..., HL7, IHE, CCD, Web Services, Systems Analysis, Software Design, Strategic Planning, Business Strategy, Java, SQL, J2EE Application..., Software Development, MySQL, Microsoft SQL Server, hospital information..., LIS, RIS, Software Project..., Insurance, SDLC, Software Implementation, Integration, SaaS, Enterprise Software, Leadership, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Entrepreneurship
University of Mumbai
Bachelor of Engineering (B.E.)
BMS Medical Management February 2015 - Present
Alere ACS Connected Health July 2013 - December 2014
eClinicalWorks July 2007 - July 2013
eClinicalWorks July 2004 - June 2007
Patni (now CapGemini) September 1999 - July 2004
Fidelity Investments July 2003 - June 2004
General Electric December 2000 - July 2003
Mahindra & Mahindra June 1998 - February 1999
Skills
Healthcare Information..., EHR, EMR, Interoperability, Health Information..., HL7, IHE, CCD, Web Services, Systems Analysis, Software Design, Strategic Planning, Business Strategy, Java, SQL, J2EE Application..., Software Development, MySQL, Microsoft SQL Server, hospital information..., LIS, RIS, Software Project..., Insurance, SDLC, Software Implementation, Integration, SaaS, Enterprise Software, Leadership, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Entrepreneurship
University of Mumbai
Bachelor of Engineering (B.E.)
Jessica Chang Jessica Chang's Fidelity Investments Experience July 2012 - November 2014
Job Venture Capital/Private Equity Associate
Industry Venture Capital & Private Equity
Experience
Fidelity Investments July 2012 - November 2014
Putnam Investments 2008 - 2009
AXA Advisors August 2006 - June 2008
Merrill Lynch 2008 - 2008
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2012
MBA, Entrepreneurship, Global Management
National Taiwan Normal University 2009 — 2010
Mandarin
Southern Methodist University - Cox School of Business 2002 — 2006
BBA / BA, Business (Finance) / Music (Piano)
Fidelity Investments July 2012 - November 2014
Putnam Investments 2008 - 2009
AXA Advisors August 2006 - June 2008
Merrill Lynch 2008 - 2008
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2012
MBA, Entrepreneurship, Global Management
National Taiwan Normal University 2009 — 2010
Mandarin
Southern Methodist University - Cox School of Business 2002 — 2006
BBA / BA, Business (Finance) / Music (Piano)
Greg Dilworth's Fidelity Investments Experience October 1993 - May 2004
Job Coach Independent Contractor at Fencing Academy of Denver
Industry Nonprofit Organization Management
Experience
Fencing Academy of Denver June 2013 - Present
US Fencing Association July 2010 - August 2012
Redlands Fencing Center January 2010 - June 2012
UTC Fire & Security July 2007 - January 2010
Tyco Electronics April 2006 - July 2007
Wachovia August 2004 - January 2006
Fidelity Investments October 1993 - May 2004
Skills
Strategic Planning, Public Speaking, Coaching, Program Management, Event Planning, Nonprofits, Non-profit..., Volunteer Management, Volunteer Recruiting, Non-profit Leadership, Non-profit Program..., Non-profit Fund..., Individual Donor..., Board Development, Non-profit Board..., Non-profit Boards, Non-profit Director, Sports Management, Sport Administration, Non-profit Finance, Staff Development, Organizational..., Marketing, Sponsorship Activation, Event Management, Budgets, Leadership, Business Strategy, Sports, Research, Small Business, Human Resources, Recruiting, Entrepreneurship, Team Building
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2002
MBA, Business Administration and Management, General
Texas A&M University 1988 — 1992
BS, Economics
Fencing Academy of Denver June 2013 - Present
US Fencing Association July 2010 - August 2012
Redlands Fencing Center January 2010 - June 2012
UTC Fire & Security July 2007 - January 2010
Tyco Electronics April 2006 - July 2007
Wachovia August 2004 - January 2006
Fidelity Investments October 1993 - May 2004
Skills
Strategic Planning, Public Speaking, Coaching, Program Management, Event Planning, Nonprofits, Non-profit..., Volunteer Management, Volunteer Recruiting, Non-profit Leadership, Non-profit Program..., Non-profit Fund..., Individual Donor..., Board Development, Non-profit Board..., Non-profit Boards, Non-profit Director, Sports Management, Sport Administration, Non-profit Finance, Staff Development, Organizational..., Marketing, Sponsorship Activation, Event Management, Budgets, Leadership, Business Strategy, Sports, Research, Small Business, Human Resources, Recruiting, Entrepreneurship, Team Building
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2002
MBA, Business Administration and Management, General
Texas A&M University 1988 — 1992
BS, Economics
Thomas McGoldrick Thomas McGoldrick's Fidelity Investments Experience October 1995 - July 1997
Job
Industry Staffing and Recruiting
Experience
PAREXEL August 2008 - Present
Wellington Management May 2006 - August 2008
CRI April 2003 - May 2006
USjobs.com July 1997 - April 2003
Fidelity Investments October 1995 - July 1997
Hollister Staffing 1992 - 1995
Skills
Executive Search, Recruiting, Staff Development, RFP, Management, Talent Acquisition, Applicant Tracking..., Technical Recruiting, College Recruiting, Employer Branding, Contract Recruitment, Talent Management, Sourcing, Metrics
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, Business Administration and Management, General
Syracuse University 1983 — 1987
BS, Finance and Public Relations
PAREXEL August 2008 - Present
Wellington Management May 2006 - August 2008
CRI April 2003 - May 2006
USjobs.com July 1997 - April 2003
Fidelity Investments October 1995 - July 1997
Hollister Staffing 1992 - 1995
Skills
Executive Search, Recruiting, Staff Development, RFP, Management, Talent Acquisition, Applicant Tracking..., Technical Recruiting, College Recruiting, Employer Branding, Contract Recruitment, Talent Management, Sourcing, Metrics
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, Business Administration and Management, General
Syracuse University 1983 — 1987
BS, Finance and Public Relations
Darrell DeVeaux Darrell DeVeaux's Fidelity Investments Experience August 1996 - August 1997
Job President at HealthDetail
Industry Information Technology and Services
Experience
HealthDetail April 2005 - Present
UnitedHealthcare March 2001 - April 2005
RosePlace.com 1999 - 2001
Fidelity Investments August 1996 - August 1997
Oxford Health Plans 1994 - July 1996
Skills
Data Analysis, SaaS, Entrepreneur, Salesforce.com, Analytics, Government Contracting, Government Procurement, Federal Government, Local Government, HUBZone, Medicaid Managed Care, Entrepreneurship, Account Management, Strategy, Medicaid, Managed Care, Strategic Partnerships, Business Development, Start-ups, Business Planning, Medicare, Program Management, Strategic Planning, Policy, Executive Management, Leadership, Business Strategy, Process Improvement, Business Process..., CRM, Management Consulting, Cross-functional Team..., Healthcare
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
MBA
University of Massachusetts Lowell 1986 — 1991
BSBA
AHS 1983 — 1986
High School
HealthDetail April 2005 - Present
UnitedHealthcare March 2001 - April 2005
RosePlace.com 1999 - 2001
Fidelity Investments August 1996 - August 1997
Oxford Health Plans 1994 - July 1996
Skills
Data Analysis, SaaS, Entrepreneur, Salesforce.com, Analytics, Government Contracting, Government Procurement, Federal Government, Local Government, HUBZone, Medicaid Managed Care, Entrepreneurship, Account Management, Strategy, Medicaid, Managed Care, Strategic Partnerships, Business Development, Start-ups, Business Planning, Medicare, Program Management, Strategic Planning, Policy, Executive Management, Leadership, Business Strategy, Process Improvement, Business Process..., CRM, Management Consulting, Cross-functional Team..., Healthcare
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
MBA
University of Massachusetts Lowell 1986 — 1991
BSBA
AHS 1983 — 1986
High School
W. Tyler Metcalf's Fidelity Investments Experience June 2007 - April 2010
Job Executive Vice President at Buy Box Experts
Industry Internet
Experience
Buy Box Experts April 2015 - Present
River Runners 2013 - April 2015
Panoramic Interests June 2012 - October 2012
Lendio April 2010 - May 2011
ROMP AGAIN LLC April 2010 - April 2011
Acadia Capital Advisors LLC November 2009 - April 2010
Fidelity Investments June 2007 - April 2010
Williams Lea June 2006 - June 2007
Skills
Entrepreneur, Real Estate, Real Estate Development, Negotiation, Investments, Financial Modeling, Economics, Strategic Planning, Business Strategy, Excel, Entrepreneurship, Cross-functional Team..., Microsoft Excel, Finance, Mergers & Acquisitions, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA, Entrepreneurship, Finance, Real-Estate
University of Utah 2004 — 2008
Bachelor, Economics
Buy Box Experts April 2015 - Present
River Runners 2013 - April 2015
Panoramic Interests June 2012 - October 2012
Lendio April 2010 - May 2011
ROMP AGAIN LLC April 2010 - April 2011
Acadia Capital Advisors LLC November 2009 - April 2010
Fidelity Investments June 2007 - April 2010
Williams Lea June 2006 - June 2007
Skills
Entrepreneur, Real Estate, Real Estate Development, Negotiation, Investments, Financial Modeling, Economics, Strategic Planning, Business Strategy, Excel, Entrepreneurship, Cross-functional Team..., Microsoft Excel, Finance, Mergers & Acquisitions, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA, Entrepreneurship, Finance, Real-Estate
University of Utah 2004 — 2008
Bachelor, Economics
Kevin McGill Kevin McGill's Fidelity Investments Experience October 1997 - December 2008
Job Director, IT Operations & Service Delivery at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2011 - Present
Merrill Lynch February 2010 - September 2011
Citizens Bank August 2009 - February 2010
Fidelity Investments October 1997 - December 2008
Putnam Investments January 1996 - September 1997
Skills
Agile Project Management, Management, Project Management, Leadership, Business Process, Process Improvement, Risk Management, Financial Services, Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2002
MBA, Marketing
University of Massachusetts, Amherst 1988 — 1992
BA, Economics
TIAA-CREF October 2011 - Present
Merrill Lynch February 2010 - September 2011
Citizens Bank August 2009 - February 2010
Fidelity Investments October 1997 - December 2008
Putnam Investments January 1996 - September 1997
Skills
Agile Project Management, Management, Project Management, Leadership, Business Process, Process Improvement, Risk Management, Financial Services, Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2002
MBA, Marketing
University of Massachusetts, Amherst 1988 — 1992
BA, Economics
Mark Mousseau's Fidelity Investments Experience May 2000 - August 2001
Job Director of Student Loan Portfolio Management at Boston Portfolio Advisors
Industry Financial Services
Experience
Boston Portfolio Advisors (BPA) January 2010 - Present
Massachusetts Educational Financing Authority (MEFA) September 2006 - December 2009
Thomson Financial August 2001 - February 2005
Fidelity Investments May 2000 - August 2001
Skills
Credit, Valuation, Asset Managment, Forecasting, Portfolio Management, Financial Modeling, Financial Services, Financial Analysis, Risk Management, Due Diligence, Investments, Finance, Start-ups, Corporate Finance, Analysis, Loans, Management, Process Improvement, Analytics, Equities, Structured Finance, Financial Structuring, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA, Finance and Entrepreneurship
Northeastern University 1996 — 2000
BSBA, Finance
Boston Portfolio Advisors (BPA) January 2010 - Present
Massachusetts Educational Financing Authority (MEFA) September 2006 - December 2009
Thomson Financial August 2001 - February 2005
Fidelity Investments May 2000 - August 2001
Skills
Credit, Valuation, Asset Managment, Forecasting, Portfolio Management, Financial Modeling, Financial Services, Financial Analysis, Risk Management, Due Diligence, Investments, Finance, Start-ups, Corporate Finance, Analysis, Loans, Management, Process Improvement, Analytics, Equities, Structured Finance, Financial Structuring, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA, Finance and Entrepreneurship
Northeastern University 1996 — 2000
BSBA, Finance
Erik deNeergaard, PMP Erik deNeergaard, PMP's Fidelity Investments Experience April 2008 - Present
Job
Industry Information Technology and Services
Experience
Fidelity Investments April 2008 - Present
Fidelity Investments January 2005 - October 2010
Fidelity Investments January 2001 - December 2004
US Marine Corps June 1991 - July 2001
Fidelity Investments June 1996 - December 2000
Skills
SharePoint, Databases, Access, Excel, SQL, Six Sigma, PMP, Systems Analysis, Business Analysis, Visio, Requirements Analysis, Microsoft Excel, SDLC, Analysis, Training, Process Improvement, Requirements Gathering
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2003
MBA
Northeastern University 1986 — 1991
BS, Political Science
Fidelity Investments April 2008 - Present
Fidelity Investments January 2005 - October 2010
Fidelity Investments January 2001 - December 2004
US Marine Corps June 1991 - July 2001
Fidelity Investments June 1996 - December 2000
Skills
SharePoint, Databases, Access, Excel, SQL, Six Sigma, PMP, Systems Analysis, Business Analysis, Visio, Requirements Analysis, Microsoft Excel, SDLC, Analysis, Training, Process Improvement, Requirements Gathering
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2003
MBA
Northeastern University 1986 — 1991
BS, Political Science
Mark Massaro's Fidelity Investments Experience June 2006 - March 2008
Job Vice President, Senior Equity Analyst at Canaccord Genuity Inc.
Industry Investment Management
Experience
Canaccord Genuity Inc. May 2014 - Present
University of Massachusetts Amherst July 2012 - Present
Canaccord Genuity Inc. September 2011 - Present
UMass Alumni Finance Group April 2010 - Present
Avondale Partners September 2009 - September 2011
FinArc Investment Management May 2009 - September 2009
New Sector Alliance January 2009 - May 2009
Critical Mass January 2009 - May 2009
Essex Investment Management September 2008 - December 2008
Fidelity Investments June 2006 - March 2008
Skills
Equity Research, Portfolio Management, Asset Allocation, Market Research, Equities, Financial Modeling, Financial Analysis, Industry Analysis, Investments, Capital Markets, Asset Management, Financial Services, Fixed Income, Mutual Funds, Strategy, Mergers & Acquisitions, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Summa Cum Laude
University of Massachusetts, Amherst 1998 — 2002
BA, Economics, Spanish and Latin American Studies, Cum Laude
Universidad de Sevilla 2001 — 2001
International Business
Canaccord Genuity Inc. May 2014 - Present
University of Massachusetts Amherst July 2012 - Present
Canaccord Genuity Inc. September 2011 - Present
UMass Alumni Finance Group April 2010 - Present
Avondale Partners September 2009 - September 2011
FinArc Investment Management May 2009 - September 2009
New Sector Alliance January 2009 - May 2009
Critical Mass January 2009 - May 2009
Essex Investment Management September 2008 - December 2008
Fidelity Investments June 2006 - March 2008
Skills
Equity Research, Portfolio Management, Asset Allocation, Market Research, Equities, Financial Modeling, Financial Analysis, Industry Analysis, Investments, Capital Markets, Asset Management, Financial Services, Fixed Income, Mutual Funds, Strategy, Mergers & Acquisitions, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Summa Cum Laude
University of Massachusetts, Amherst 1998 — 2002
BA, Economics, Spanish and Latin American Studies, Cum Laude
Universidad de Sevilla 2001 — 2001
International Business
Rich McCarthy's Fidelity Investments Experience January 1998 - November 2000
Job Chief Financial Officer at Nixon Peabody LLP
Industry Law Practice
Experience
Nixon Peabody LLP August 2013 - Present
Massachusetts Society for the Prevention of Cruelty to Children 2006 - Present
Racepoint Global / Digital Influence Group February 2011 - August 2013
Ropes & Gray, LLP January 2006 - June 2010
Digitas November 2000 - January 2006
Fidelity Investments January 1998 - November 2000
NCR June 1991 - November 1998
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA
Isenberg School of Management, UMass Amherst 1987 — 1992
BBA, Finance
Nixon Peabody LLP August 2013 - Present
Massachusetts Society for the Prevention of Cruelty to Children 2006 - Present
Racepoint Global / Digital Influence Group February 2011 - August 2013
Ropes & Gray, LLP January 2006 - June 2010
Digitas November 2000 - January 2006
Fidelity Investments January 1998 - November 2000
NCR June 1991 - November 1998
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA
Isenberg School of Management, UMass Amherst 1987 — 1992
BBA, Finance
Andrew Spahr's Fidelity Investments Experience August 2012 - Present
Job Institutional Business Development
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
J.P. Morgan December 2009 - August 2012
US Bank May 2009 - December 2009
Natixis Global Asset Management June 2008 - August 2008
Natixis Global Asset Management June 2007 - August 2007
Skills
Series 7, Series 63, Series 65, Bloomberg, Fixed Income, Investment Strategies, New Business Development, Portfolio Management, Hedge Funds, Investments, Trading, Credit
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Asset Management & Entrepreneurship
St. Lawrence University 2005 — 2009
Bachelor of Arts, History
Fidelity Investments August 2012 - Present
J.P. Morgan December 2009 - August 2012
US Bank May 2009 - December 2009
Natixis Global Asset Management June 2008 - August 2008
Natixis Global Asset Management June 2007 - August 2007
Skills
Series 7, Series 63, Series 65, Bloomberg, Fixed Income, Investment Strategies, New Business Development, Portfolio Management, Hedge Funds, Investments, Trading, Credit
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Asset Management & Entrepreneurship
St. Lawrence University 2005 — 2009
Bachelor of Arts, History
Beth Bronstein's Fidelity Investments Experience February 2012 - Present
Job Sr. Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Renaissance Properties 2008 - 2012
Interiors by Decorating Den 2004 - 2008
Fidelity Investments 1990 - 1999
Data General 1988 - 1990
Skills
Corporate Finance, Analysis, Strategic Financial..., Strategy, Project Planning, Business Development, Strategic Planning, Finance, Business Analysis, Financial Planning, Financial Analysis, Financial Reporting, Team Building
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
University of Copenhagen 1987 — 1988
University of Massachusetts at Amherst - Isenberg School of Management 1984 — 1988
BBA, Finance
Fidelity Investments February 2012 - Present
Renaissance Properties 2008 - 2012
Interiors by Decorating Den 2004 - 2008
Fidelity Investments 1990 - 1999
Data General 1988 - 1990
Skills
Corporate Finance, Analysis, Strategic Financial..., Strategy, Project Planning, Business Development, Strategic Planning, Finance, Business Analysis, Financial Planning, Financial Analysis, Financial Reporting, Team Building
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
University of Copenhagen 1987 — 1988
University of Massachusetts at Amherst - Isenberg School of Management 1984 — 1988
BBA, Finance
Jim Folwell Jim Folwell's Fidelity Investments Experience June 1998 - April 1999
Job SVP Director of Business Development, DCIO and Strategic Platforms at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments January 2011 - Present
FAF Advisors October 2009 - January 2011
State Street Global Advisors May 2008 - January 2009
Pioneer Investments April 2006 - May 2008
Pioneer Investments November 2003 - April 2006
Cerulli Associates April 1999 - October 2002
Fidelity Investments June 1998 - April 1999
MFS Investment Management 1990 - 1998
Skills
Competitive Analysis, Investments, Financial Services, Strategy, Series 7, Mutual Funds, Business Strategy, Consulting, Asset Management, Asset Managment
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1997
MBA, Finance, Research, and Strategic Planning
Florida State University 1987 — 1989
BS, Management
Clearwater High
Nuveen Investments January 2011 - Present
FAF Advisors October 2009 - January 2011
State Street Global Advisors May 2008 - January 2009
Pioneer Investments April 2006 - May 2008
Pioneer Investments November 2003 - April 2006
Cerulli Associates April 1999 - October 2002
Fidelity Investments June 1998 - April 1999
MFS Investment Management 1990 - 1998
Skills
Competitive Analysis, Investments, Financial Services, Strategy, Series 7, Mutual Funds, Business Strategy, Consulting, Asset Management, Asset Managment
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1997
MBA, Finance, Research, and Strategic Planning
Florida State University 1987 — 1989
BS, Management
Clearwater High
Jack Miller, PMP Jack Miller, PMP's Fidelity Investments Experience September 2004 - Present
Job
Industry Financial Services
Experience
Fidelity Investments September 2004 - Present
Wildfire Communications 2001 - 2003
UltiVerse Technologies 2000 - 2001
SwiftTouch Corporation March 1999 - May 2000
Hammer Technologies 1998 - 1999
Innovative Telecom Corp 1995 - 1997
Stratus Computer 1994 - 1995
Summa Four 1991 - 1994
Teledyne TAC 1988 - 1991
Cognex Corporation 1986 - 1988
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Northwestern University
BS
Fidelity Investments September 2004 - Present
Wildfire Communications 2001 - 2003
UltiVerse Technologies 2000 - 2001
SwiftTouch Corporation March 1999 - May 2000
Hammer Technologies 1998 - 1999
Innovative Telecom Corp 1995 - 1997
Stratus Computer 1994 - 1995
Summa Four 1991 - 1994
Teledyne TAC 1988 - 1991
Cognex Corporation 1986 - 1988
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Northwestern University
BS
Edward Block Edward Block's Fidelity Investments Experience 1986 - 1988
Job UW Assistant at Mortgage Masters
Industry Logistics and Supply Chain
Experience
Ricoh Business Solutions August 2011 - January 2012
Soar 55 June 2011 - 2012
Bright Horizons Family Solutions October 2001 - October 2009
DST Global Solutions January 2001 - September 2001
Thomson Financial February 1998 - December 2000
Office Team January 1995 - September 1997
Lotus Development/IBM 1988 - 1994
Fidelity Investments 1986 - 1988
Skills
Vendor Management, Relationship Management, Cross-functional Team..., Salesforce.com, Process Improvement, SaaS, Business Process..., Product Management, Business Analysis, Operations Management, Professional Services, Program Management, Project Management, Account Management, Contract Negotiation
Education
Babson College - Franklin W. Olin Graduate School of Business 1983 — 1985
MBA, Finance
Northeastern University 1969 — 1975
BA, Criminal Justice
h. FRANK CAREY HIGH SCHOOL
Ricoh Business Solutions August 2011 - January 2012
Soar 55 June 2011 - 2012
Bright Horizons Family Solutions October 2001 - October 2009
DST Global Solutions January 2001 - September 2001
Thomson Financial February 1998 - December 2000
Office Team January 1995 - September 1997
Lotus Development/IBM 1988 - 1994
Fidelity Investments 1986 - 1988
Skills
Vendor Management, Relationship Management, Cross-functional Team..., Salesforce.com, Process Improvement, SaaS, Business Process..., Product Management, Business Analysis, Operations Management, Professional Services, Program Management, Project Management, Account Management, Contract Negotiation
Education
Babson College - Franklin W. Olin Graduate School of Business 1983 — 1985
MBA, Finance
Northeastern University 1969 — 1975
BA, Criminal Justice
h. FRANK CAREY HIGH SCHOOL
Rob Downing's Fidelity Investments Experience May 2000 - December 2002
Job Multifamily & Tax Credit Specialist
Industry Real Estate
Experience
Downing & Company January 2006 - Present
GID Investment Advisers LLC April 2006 - December 2006
Resolve Techology 2005 - 2006
Sentient Jet 2004 - 2005
Fidelity Investments May 2000 - December 2002
US Navy 1989 - 1997
Skills
Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA
The Johns Hopkins University 1984 — 1988
Russian Language and International Studies
Deerfield Academy 1981 — 1984
High School
Downing & Company January 2006 - Present
GID Investment Advisers LLC April 2006 - December 2006
Resolve Techology 2005 - 2006
Sentient Jet 2004 - 2005
Fidelity Investments May 2000 - December 2002
US Navy 1989 - 1997
Skills
Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA
The Johns Hopkins University 1984 — 1988
Russian Language and International Studies
Deerfield Academy 1981 — 1984
High School
Richard Lincoln, MBA, PMP's Fidelity Investments Experience November 2011 - April 2012
Job Manager Portfolio and Project Services at Fruition Partners
Industry Information Technology and Services
Experience
BIG Dog Enterprises, Incorporated December 2013 - Present
Fruition Partners October 2013 - December 2013
Fruition Partners January 2013 - September 2013
Vertex Pharmaceuticals May 2012 - December 2012
LeapFrog Systems October 2011 - May 2012
Fidelity Investments November 2011 - April 2012
Steward Health Care System, LLC November 2010 - April 2011
MindEdge, Inc. March 2010 - March 2010
Wellington Management April 2008 - December 2009
Northeastern University 2005 - January 2008
Skills
Program Management, Project Management, PMP, Cross-functional Team..., Management, Business Analysis, Change Management, Quality Assurance, Product Management, PMO, SDLC, IT Service Management, Project Portfolio..., Leadership, Process Improvement, Software Documentation, Agile Methodologies, Information Technology, Software Development, Software Project..., ITIL v3 Foundations...
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
MBA with Distinction, General Management
Kenyon College 1981 — 1985
BA, Psychology
Nobles 1976 — 1981
High School
BIG Dog Enterprises, Incorporated December 2013 - Present
Fruition Partners October 2013 - December 2013
Fruition Partners January 2013 - September 2013
Vertex Pharmaceuticals May 2012 - December 2012
LeapFrog Systems October 2011 - May 2012
Fidelity Investments November 2011 - April 2012
Steward Health Care System, LLC November 2010 - April 2011
MindEdge, Inc. March 2010 - March 2010
Wellington Management April 2008 - December 2009
Northeastern University 2005 - January 2008
Skills
Program Management, Project Management, PMP, Cross-functional Team..., Management, Business Analysis, Change Management, Quality Assurance, Product Management, PMO, SDLC, IT Service Management, Project Portfolio..., Leadership, Process Improvement, Software Documentation, Agile Methodologies, Information Technology, Software Development, Software Project..., ITIL v3 Foundations...
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
MBA with Distinction, General Management
Kenyon College 1981 — 1985
BA, Psychology
Nobles 1976 — 1981
High School
Greg Londres's Fidelity Investments Experience February 2002 - Present
Job VP, Benefits Consulting
Industry Outsourcing/Offshoring
Experience
Fidelity Investments February 2002 - Present
Infolibria 1999 - 2001
PriceWaterhouseCoopers March 1995 - July 1998
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA
University of Massachusetts, Amherst
BS
Fidelity Investments February 2002 - Present
Infolibria 1999 - 2001
PriceWaterhouseCoopers March 1995 - July 1998
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA
University of Massachusetts, Amherst
BS
Matthew Homan's Fidelity Investments Experience April 2008 - July 2009
Job Senior Product Analyst at The Yacobian Group
Industry Information Technology and Services
Experience
The Yacobian Group February 2015 - Present
BJ's Wholesale Club October 2010 - February 2015
inkBIGdesigns September 2004 - October 2010
Fidelity Investments April 2008 - July 2009
Fidelity Human Resource Services (HRS) October 2006 - April 2008
Fidelity Employer Services Company (FESCo) October 2005 - October 2006
Financialcampus January 2001 - August 2003
Linkage, Inc. January 1999 - October 2000
Skills
Strategy, Product Management, Cross-functional Team..., Program Management, CRM, E-commerce, User Experience, Process Improvement, Project Planning, Leadership, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2004
MBA
Framingham State University 1993 — 1997
BFA
The Yacobian Group February 2015 - Present
BJ's Wholesale Club October 2010 - February 2015
inkBIGdesigns September 2004 - October 2010
Fidelity Investments April 2008 - July 2009
Fidelity Human Resource Services (HRS) October 2006 - April 2008
Fidelity Employer Services Company (FESCo) October 2005 - October 2006
Financialcampus January 2001 - August 2003
Linkage, Inc. January 1999 - October 2000
Skills
Strategy, Product Management, Cross-functional Team..., Program Management, CRM, E-commerce, User Experience, Process Improvement, Project Planning, Leadership, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2004
MBA
Framingham State University 1993 — 1997
BFA
Elizabeth Needham's Fidelity Investments Experience July 2006 - October 2007
Job
Industry Professional Training & Coaching
Experience
Camden Consulting Group July 2015 - Present
Self-Employed September 2011 - Present
Discovery 101, Inc. October 2011 - May 2012
Sokolove Law LLC February 2010 - January 2011
Vantage Partners August 2008 - February 2010
First Marblehead Corporation November 2007 - May 2008
Fidelity Investments July 2006 - October 2007
Vantage Partners May 2003 - July 2004
Digitas September 1999 - May 2003
Skills
Executive Coaching, Business Development, Leadership, Leadership Development, Marketing Strategy, Market Research, Product Marketing, Management, Marketing, Career Transitioning, Life Transitions, Business Planning, Digital Marketing, Business Strategy, Product Strategies, Product Development, Integrated Marketing, Cross-functional Team..., Strategic Planning, Managerial Skills, Succession Planning, Program Facilitation, Strategy, Start-ups
Education
F.W. Olin Graduate School of Business at Babson College 2004 — 2006
MBA, Global Studies
Bowdoin College 1995 — 1999
BA, Sociology
Camden Consulting Group July 2015 - Present
Self-Employed September 2011 - Present
Discovery 101, Inc. October 2011 - May 2012
Sokolove Law LLC February 2010 - January 2011
Vantage Partners August 2008 - February 2010
First Marblehead Corporation November 2007 - May 2008
Fidelity Investments July 2006 - October 2007
Vantage Partners May 2003 - July 2004
Digitas September 1999 - May 2003
Skills
Executive Coaching, Business Development, Leadership, Leadership Development, Marketing Strategy, Market Research, Product Marketing, Management, Marketing, Career Transitioning, Life Transitions, Business Planning, Digital Marketing, Business Strategy, Product Strategies, Product Development, Integrated Marketing, Cross-functional Team..., Strategic Planning, Managerial Skills, Succession Planning, Program Facilitation, Strategy, Start-ups
Education
F.W. Olin Graduate School of Business at Babson College 2004 — 2006
MBA, Global Studies
Bowdoin College 1995 — 1999
BA, Sociology
Justin Yurasits's Fidelity Investments Experience February 2009 - Present
Job Director Expense Management & Telecommunications Procurement at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2009 - Present
Fidelity Investments May 2007 - Present
Fidelity Investments May 2006 - May 2007
Fidelity Investments December 2004 - May 2006
Fidelity Investments June 2000 - December 2004
Honeywell 1998 - 2000
Law Engineering September 1997 - September 1998
Skills
Vendor Management, Telecommunications, SDLC, Financial Services, Trading Systems, Change Management, ITIL v3 Foundations..., Team Leadership, System Architecture, IT Strategy, Program Management, Disaster Recovery, Business Analysis, Data Center, Process Improvement, Risk Management, Project Management, Visio, Enterprise Architecture, Requirements Gathering, Enterprise Software, Product Management, Project Portfolio..., Networking, ITIL, PMP, Leadership, IT Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2010
Masters of Business Administration, Entrepreneurship and Finance
Georgia Institute of Technology 1995 — 1997
Bachelors of Chemical Engineering
Cape Cod Community College 1993 — 1995
Associates, Art & Science
Sandwich High
Fidelity Investments February 2009 - Present
Fidelity Investments May 2007 - Present
Fidelity Investments May 2006 - May 2007
Fidelity Investments December 2004 - May 2006
Fidelity Investments June 2000 - December 2004
Honeywell 1998 - 2000
Law Engineering September 1997 - September 1998
Skills
Vendor Management, Telecommunications, SDLC, Financial Services, Trading Systems, Change Management, ITIL v3 Foundations..., Team Leadership, System Architecture, IT Strategy, Program Management, Disaster Recovery, Business Analysis, Data Center, Process Improvement, Risk Management, Project Management, Visio, Enterprise Architecture, Requirements Gathering, Enterprise Software, Product Management, Project Portfolio..., Networking, ITIL, PMP, Leadership, IT Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2010
Masters of Business Administration, Entrepreneurship and Finance
Georgia Institute of Technology 1995 — 1997
Bachelors of Chemical Engineering
Cape Cod Community College 1993 — 1995
Associates, Art & Science
Sandwich High
Kathleen Mann's Fidelity Investments Experience 1984 - 1992
Job
Industry Investment Management
Experience
State Street Global Advisors 1998 - 2013
Putnam Investments 1992 - 1998
Fidelity Investments 1984 - 1992
Skills
Fixed Income, Bonds, Pensions, Equities, Asset Managment, Hedge Funds, Alternative Investments, Mutual Funds, Investments, Bloomberg, Investment Management, Asset Allocation, Portfolio Management, Investment Strategies, Securities, Asset Management, Due Diligence, Relationship Marketing, ETFs, Capital Markets, Professional Mentoring, Client Development, Business Relationship..., Investment Advisory, Derivatives, Financial Services, Series 63, Financial Markets, Fund Of Funds
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Boston College
BA, Economics
State Street Global Advisors 1998 - 2013
Putnam Investments 1992 - 1998
Fidelity Investments 1984 - 1992
Skills
Fixed Income, Bonds, Pensions, Equities, Asset Managment, Hedge Funds, Alternative Investments, Mutual Funds, Investments, Bloomberg, Investment Management, Asset Allocation, Portfolio Management, Investment Strategies, Securities, Asset Management, Due Diligence, Relationship Marketing, ETFs, Capital Markets, Professional Mentoring, Client Development, Business Relationship..., Investment Advisory, Derivatives, Financial Services, Series 63, Financial Markets, Fund Of Funds
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Boston College
BA, Economics
Lara (Clemenzi) Mego's Fidelity Investments Experience June 2012 - Present
Job
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments July 2010 - August 2012
Babson MBA Marketing Club May 2009 - May 2010
Babson College July 2008 - May 2010
Procter & Gamble FutureWorks September 2009 - December 2009
Ocean Spray Cranberries June 2009 - September 2009
Dunkin' Brands September 2008 - May 2009
ITV Ventures May 2007 - July 2008
ITV Ventures December 2006 - May 2007
ITV October 2005 - December 2006
Skills
Written and spoken..., Product Development, Product Management, Spanish, Cross-functional Team..., Strategic Planning, Marketing, Competitive Analysis, New Business Development, Market Research, Brand Management, E-commerce, Consumer Products, Customer Insight
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA
Hamilton College 2000 — 2004
American Studies, Honors
Hamilton-Wenham Regional High School 1996 — 2000
Fidelity Investments June 2012 - Present
Fidelity Investments July 2010 - August 2012
Babson MBA Marketing Club May 2009 - May 2010
Babson College July 2008 - May 2010
Procter & Gamble FutureWorks September 2009 - December 2009
Ocean Spray Cranberries June 2009 - September 2009
Dunkin' Brands September 2008 - May 2009
ITV Ventures May 2007 - July 2008
ITV Ventures December 2006 - May 2007
ITV October 2005 - December 2006
Skills
Written and spoken..., Product Development, Product Management, Spanish, Cross-functional Team..., Strategic Planning, Marketing, Competitive Analysis, New Business Development, Market Research, Brand Management, E-commerce, Consumer Products, Customer Insight
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA
Hamilton College 2000 — 2004
American Studies, Honors
Hamilton-Wenham Regional High School 1996 — 2000
Donna Brustin's Fidelity Investments Experience October 2008 - 2010
Job Operations, Finance, and Procurement Executive
Industry Financial Services
Experience
RBS Citizens Financial Group 2014 - Present
Fidelity Investments/Veritude 2013 - 2013
Outpost International (US) 2011 - 2011
Fidelity Investments October 2008 - 2010
Fidelity Investments September 2004 - October 2008
Fidelity Investments July 2002 - September 2004
Fidelity Investments July 2000 - July 2002
Fidelity Investments July 1999 - June 2000
Fidelity Investments July 1993 - June 1999
Fidelity Investments July 1992 - June 1993
Skills
Contract Negotiations, Program Management, Vendor Management, Risk Assessment, Governance, Financial Management, Procurement, Project Management, Offshoring, Problem Solving, Influencing, Analytical, Supplier Management, Strategic Sourcing, Cost Reduction, Outsourcing, Process Engineering, Transformation, Change Management, Risk Management, Supply Management, Managerial Finance, Contract Negotiation, Telecommunications, Strategy, Relationship Management, Business Analysis, Social Influence, Analytical Skills, Process Improvement, Management, Call Centers, Forecasting, Financial Services, Integration, Data Transformation, Leadership, Budgets, Business Planning, Financial Analysis, Team Leadership, Strategic Planning, Finance, Executive Management, Business Process..., Cross-functional Team..., Negotiation, Portfolio Management, Strategic Financial..., Human Resources
Education
Boston University 2013 — 2014
Certificate in Financial Planning
Babson College - Franklin W. Olin Graduate School of Business 1985 — 1987
MBA, Finance
Bentley University 1978 — 1982
BS, Marketing/Management
Milford High School
RBS Citizens Financial Group 2014 - Present
Fidelity Investments/Veritude 2013 - 2013
Outpost International (US) 2011 - 2011
Fidelity Investments October 2008 - 2010
Fidelity Investments September 2004 - October 2008
Fidelity Investments July 2002 - September 2004
Fidelity Investments July 2000 - July 2002
Fidelity Investments July 1999 - June 2000
Fidelity Investments July 1993 - June 1999
Fidelity Investments July 1992 - June 1993
Skills
Contract Negotiations, Program Management, Vendor Management, Risk Assessment, Governance, Financial Management, Procurement, Project Management, Offshoring, Problem Solving, Influencing, Analytical, Supplier Management, Strategic Sourcing, Cost Reduction, Outsourcing, Process Engineering, Transformation, Change Management, Risk Management, Supply Management, Managerial Finance, Contract Negotiation, Telecommunications, Strategy, Relationship Management, Business Analysis, Social Influence, Analytical Skills, Process Improvement, Management, Call Centers, Forecasting, Financial Services, Integration, Data Transformation, Leadership, Budgets, Business Planning, Financial Analysis, Team Leadership, Strategic Planning, Finance, Executive Management, Business Process..., Cross-functional Team..., Negotiation, Portfolio Management, Strategic Financial..., Human Resources
Education
Boston University 2013 — 2014
Certificate in Financial Planning
Babson College - Franklin W. Olin Graduate School of Business 1985 — 1987
MBA, Finance
Bentley University 1978 — 1982
BS, Marketing/Management
Milford High School
Jennifer Sawan's Fidelity Investments Experience 2001 - 2006
Job Product Manager Technology at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2012 - Present
Commonwealth Financial Network October 2006 - December 2011
Fidelity Investments 2001 - 2006
Skills
Series 7, MBA, Project Management, Product Management, Business Strategy, Business Analysis, Relationship Management, Vendor Management, Contract Negotiation, TFS, Scrum, Agile Methodologies, Waterfall, User Experience
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2006
Master of Business Administration (MBA)
University of Massachusetts, Amherst 1997 — 2001
BA, Business Administration
Commonwealth Financial Network January 2012 - Present
Commonwealth Financial Network October 2006 - December 2011
Fidelity Investments 2001 - 2006
Skills
Series 7, MBA, Project Management, Product Management, Business Strategy, Business Analysis, Relationship Management, Vendor Management, Contract Negotiation, TFS, Scrum, Agile Methodologies, Waterfall, User Experience
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2006
Master of Business Administration (MBA)
University of Massachusetts, Amherst 1997 — 2001
BA, Business Administration
Myrene Reyes's Fidelity Investments Experience 1995 - 1996
Job Sr. Managing Consultant at IBM
Industry Information Technology and Services
Experience
IBM Global Services 1997 - Present
Fidelity Investments 1995 - 1996
Andersen Consulting September 1993 - September 1995
GTE Government Systems September 1987 - February 1993
Bell Northern Research 1985 - 1987
Skills
Solution Architecture, SDLC, Enterprise Architecture, IT Strategy, Integration, SOA, Project Management, Websphere, Software Development, Enterprise Software, Agile Methodologies, Visio, Java Enterprise Edition, Team Leadership, Scrum, Oracle, Requirements Gathering, ERP
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1993
MBA, Business
North Carolina State University 1984 — 1987
Bachelor of Science (B.S.), Computer Science
IBM Global Services 1997 - Present
Fidelity Investments 1995 - 1996
Andersen Consulting September 1993 - September 1995
GTE Government Systems September 1987 - February 1993
Bell Northern Research 1985 - 1987
Skills
Solution Architecture, SDLC, Enterprise Architecture, IT Strategy, Integration, SOA, Project Management, Websphere, Software Development, Enterprise Software, Agile Methodologies, Visio, Java Enterprise Edition, Team Leadership, Scrum, Oracle, Requirements Gathering, ERP
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1993
MBA, Business
North Carolina State University 1984 — 1987
Bachelor of Science (B.S.), Computer Science
Jason Golden's Fidelity Investments Experience June 2013 - Present
Job Director, Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Pyramis Global Advisors, a Fidelity Investments Company April 2012 - June 2013
Fidelity Investments June 2008 - May 2012
Shaw's Supermarkets, Inc. 2005 - 2007
Staples, Inc 2002 - 2005
Goodkind & O'Dea, Inc. September 1993 - March 2000
Skills
Financial Analysis, Forecasting, Process Improvement, Analysis, Budgeting, Project Planning, Budgets, Cross-functional Team..., Finance, Management, Operations Management, Pricing, Six Sigma, Team Building, Financial Modeling, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance
Worcester Polytechnic Institute 1989 — 1993
BSCE, Civil Engineering
Fidelity Investments June 2013 - Present
Pyramis Global Advisors, a Fidelity Investments Company April 2012 - June 2013
Fidelity Investments June 2008 - May 2012
Shaw's Supermarkets, Inc. 2005 - 2007
Staples, Inc 2002 - 2005
Goodkind & O'Dea, Inc. September 1993 - March 2000
Skills
Financial Analysis, Forecasting, Process Improvement, Analysis, Budgeting, Project Planning, Budgets, Cross-functional Team..., Finance, Management, Operations Management, Pricing, Six Sigma, Team Building, Financial Modeling, Strategic Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance
Worcester Polytechnic Institute 1989 — 1993
BSCE, Civil Engineering
Lou Iannucci's Fidelity Investments Experience 1996 - February 2010
Job Director Platform Strategy and COmmon Frameworks at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2011 - Present
Bank of America/Merrill Lynch 2010 - 2011
Fidelity Investments 1996 - February 2010
Desktop Data 1994 - 1996
Pacer Software 1992 - 1994
Raytheon 1989 - 1992
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
New York University - Polytechnic School of Engineering 1985 — 1989
BSEE, EE, CS
TIAA-CREF July 2011 - Present
Bank of America/Merrill Lynch 2010 - 2011
Fidelity Investments 1996 - February 2010
Desktop Data 1994 - 1996
Pacer Software 1992 - 1994
Raytheon 1989 - 1992
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
New York University - Polytechnic School of Engineering 1985 — 1989
BSEE, EE, CS
Shailesh Bhagwat's Fidelity Investments Experience January 2012 - Present
Job Director, Web Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments August 2002 - Present
Fidelity Investments September 2006 - January 2012
Fidelity Investments August 2003 - September 2006
Fidelity Investments August 2002 - August 2003
Skills
Java Enterprise Edition, UML, SQL, Requirements Analysis, Databases, Analysis, Agile Methodologies, Spring, XML, Web Services, Software Development, SOA, Software Project..., Java, Websphere, Hibernate, Scrum, Tomcat
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
Master of Business Administration (M.B.A.)
Northeastern University 2000 — 2002
MS, Computer Systems Engineering
Northeastern University 2000 — 2002
Master's Degree, Computer Software Engineering
University of Pune 1995 — 1999
BE, Electronics & Telecommunications Engineering
Fidelity Investments January 2012 - Present
Fidelity Investments August 2002 - Present
Fidelity Investments September 2006 - January 2012
Fidelity Investments August 2003 - September 2006
Fidelity Investments August 2002 - August 2003
Skills
Java Enterprise Edition, UML, SQL, Requirements Analysis, Databases, Analysis, Agile Methodologies, Spring, XML, Web Services, Software Development, SOA, Software Project..., Java, Websphere, Hibernate, Scrum, Tomcat
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
Master of Business Administration (M.B.A.)
Northeastern University 2000 — 2002
MS, Computer Systems Engineering
Northeastern University 2000 — 2002
Master's Degree, Computer Software Engineering
University of Pune 1995 — 1999
BE, Electronics & Telecommunications Engineering
Andrew Palmer's Fidelity Investments Experience 2007 - August 2011
Job Vice President, Information Technology at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance December 2013 - Present
Liberty Mutual Insurance August 2012 - December 2013
Liberty Mutual Insurance August 2011 - August 2012
Fidelity Investments 2007 - August 2011
Fidelity Investments 2004 - 2007
Fidelity e-Business 2000 - 2004
Skills
Financial Services, Risk Management, Business Analysis, Insurance, Information Technology, Mutual Funds, SDLC, Process Improvement, Vendor Management, Portfolio Management, Financial Analysis, Financial Modeling, Program Management, Asset Managment, Property & Casualty..., Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA
Boston College
BA
The Holderness School
Weston High School
Liberty Mutual Insurance December 2013 - Present
Liberty Mutual Insurance August 2012 - December 2013
Liberty Mutual Insurance August 2011 - August 2012
Fidelity Investments 2007 - August 2011
Fidelity Investments 2004 - 2007
Fidelity e-Business 2000 - 2004
Skills
Financial Services, Risk Management, Business Analysis, Insurance, Information Technology, Mutual Funds, SDLC, Process Improvement, Vendor Management, Portfolio Management, Financial Analysis, Financial Modeling, Program Management, Asset Managment, Property & Casualty..., Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA
Boston College
BA
The Holderness School
Weston High School
Adriane Pletcher's Fidelity Investments Experience January 2002 - March 2010
Job Sr. Financial Analyst
Industry Financial Services
Experience
Fidelity Investments January 2002 - March 2010
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Entrepreneurship
Fidelity Investments January 2002 - March 2010
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Entrepreneurship
Adam Pawling's Fidelity Investments Experience February 2001 - November 2001
Job Proposal Writer, CFA Level 1 Candidate
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc. January 2014 - Present
AOI College March 2012 - December 2013
Travel University International February 2011 - April 2011
Babson College January 2008 - December 2009
Income Research and Management April 2007 - October 2007
Baring Asset Management July 2006 - February 2007
John Hancock Financial Services January 2005 - July 2006
Boston Financial Data Services August 2003 - January 2005
Fidelity Investments February 2001 - November 2001
Liberty Mutual Insurance April 2000 - February 2001
Skills
Equities, RFP Writing, Client Service, Researching, Writing, SQL, Consultant Database..., Client Presentations, Communication, Public Speaking, Client Operations, Asset Management, Financial Services, Research, Securities, Mutual Funds, RFP, Investment Management, Training, Leadership, Marketing, Client Services
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
MBA, Finance
University of St. Andrews 1992 — 1996
Bachelor of Arts (B.A.), Philosophy and Religious Studies
RBC Global Asset Management (U.S.) Inc. January 2014 - Present
AOI College March 2012 - December 2013
Travel University International February 2011 - April 2011
Babson College January 2008 - December 2009
Income Research and Management April 2007 - October 2007
Baring Asset Management July 2006 - February 2007
John Hancock Financial Services January 2005 - July 2006
Boston Financial Data Services August 2003 - January 2005
Fidelity Investments February 2001 - November 2001
Liberty Mutual Insurance April 2000 - February 2001
Skills
Equities, RFP Writing, Client Service, Researching, Writing, SQL, Consultant Database..., Client Presentations, Communication, Public Speaking, Client Operations, Asset Management, Financial Services, Research, Securities, Mutual Funds, RFP, Investment Management, Training, Leadership, Marketing, Client Services
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
MBA, Finance
University of St. Andrews 1992 — 1996
Bachelor of Arts (B.A.), Philosophy and Religious Studies
Ben Treacy's Fidelity Investments Experience March 2000 - May 2008
Job Institutional Portfolio Manager at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors September 2014 - Present
Pyramis Global Advisors May 2008 - August 2014
Fidelity Investments March 2000 - May 2008
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Portfolio Management, Mutual Funds, Investment Management, Asset Management, Investments, Investment Strategies, Bloomberg
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Arts, Economics
Pyramis Global Advisors September 2014 - Present
Pyramis Global Advisors May 2008 - August 2014
Fidelity Investments March 2000 - May 2008
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Portfolio Management, Mutual Funds, Investment Management, Asset Management, Investments, Investment Strategies, Bloomberg
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Arts, Economics
Bill Stangel's Fidelity Investments Experience January 1994 - December 2008
Job Principal Consultant at GTSA
Industry Information Technology and Services
Experience
GTSA June 2013 - Present
Family Health Portfolio Inc. October 2010 - Present
Raytheon August 2011 - June 2013
Netezza March 2009 - November 2010
Fidelity Investments January 1994 - December 2008
Pyramid Technology 1989 - 1993
Ingres 1988 - 1989
Gould Electronics 1986 - 1988
Dow Jones 1985 - 1986
Essex Micro Systems 1984 - 1985
Skills
Technology Strategy..., Enterprise Architecture, Architecture, Portfolio Management, Performance Engineering, Technology Evaluation, Healthcare, Software Development, Technology Product..., Strategy, System Architecture, Enterprise Software, Vendor Management, Program Management, IT Strategy, Start-ups, Solution Architecture, SaaS, Distributed Systems, SDLC, IT Management, Business Analysis, Web Services, Agile Methodologies, Technical Architecture, Leadership, Integration, Databases, Pre-sales, Security, Architectures
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Entrepreneurship
West Virginia Wesleyan College 1980 — 1984
BS, Management Information Systems
GTSA June 2013 - Present
Family Health Portfolio Inc. October 2010 - Present
Raytheon August 2011 - June 2013
Netezza March 2009 - November 2010
Fidelity Investments January 1994 - December 2008
Pyramid Technology 1989 - 1993
Ingres 1988 - 1989
Gould Electronics 1986 - 1988
Dow Jones 1985 - 1986
Essex Micro Systems 1984 - 1985
Skills
Technology Strategy..., Enterprise Architecture, Architecture, Portfolio Management, Performance Engineering, Technology Evaluation, Healthcare, Software Development, Technology Product..., Strategy, System Architecture, Enterprise Software, Vendor Management, Program Management, IT Strategy, Start-ups, Solution Architecture, SaaS, Distributed Systems, SDLC, IT Management, Business Analysis, Web Services, Agile Methodologies, Technical Architecture, Leadership, Integration, Databases, Pre-sales, Security, Architectures
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Entrepreneurship
West Virginia Wesleyan College 1980 — 1984
BS, Management Information Systems
Nick Karafotias's Fidelity Investments Experience April 2007 - January 2012
Job Fidelity Investments Strategic Advisers
Industry Investment Management
Experience
Fidelity Global Asset Allocation May 2014 - Present
Fidelity Investments - Strategic Advisers January 2012 - May 2014
Fidelity Investments April 2007 - January 2012
MFS Investment Management 2004 - 2007
Fidelity Investments 1996 - 2004
The Boston Company 1992 - 1996
Skills
Equities, Mutual Funds, Financial Services, Market Data, Trading, Corporate Actions, Fixed Income, Relationship Management, Hedge Funds, Alternative Investments, Bloomberg, Fund Of Funds, Securities, Asset Management, FINRA, Trading Systems, Series 7, Investment Management, Risk Management, Financial Markets, Derivatives, Middle Office, Capital Markets, Electronic Trading, Reference Data, ETFs, Bonds, Back Office, Equity Trading, Options, Series 63, Asset Allocation, Asset Managment, Operational Oversight, Operational Risk..., Oversight
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
Master of Business Administration (MBA), International Finance
Stonehill College 1987 — 1991
BA, Finance/Economics
Medfield High School 1984 — 1987
Fidelity Global Asset Allocation May 2014 - Present
Fidelity Investments - Strategic Advisers January 2012 - May 2014
Fidelity Investments April 2007 - January 2012
MFS Investment Management 2004 - 2007
Fidelity Investments 1996 - 2004
The Boston Company 1992 - 1996
Skills
Equities, Mutual Funds, Financial Services, Market Data, Trading, Corporate Actions, Fixed Income, Relationship Management, Hedge Funds, Alternative Investments, Bloomberg, Fund Of Funds, Securities, Asset Management, FINRA, Trading Systems, Series 7, Investment Management, Risk Management, Financial Markets, Derivatives, Middle Office, Capital Markets, Electronic Trading, Reference Data, ETFs, Bonds, Back Office, Equity Trading, Options, Series 63, Asset Allocation, Asset Managment, Operational Oversight, Operational Risk..., Oversight
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
Master of Business Administration (MBA), International Finance
Stonehill College 1987 — 1991
BA, Finance/Economics
Medfield High School 1984 — 1987
Doug Richman's Fidelity Investments Experience July 1995 - June 2005
Job Principal at RDJ Consulting
Industry Investment Management
Experience
RDJ Consulting June 2013 - Present
Manulife Financial / John Hancock October 2008 - March 2013
Evergreen Investments June 2006 - October 2008
Wachovia June 2006 - October 2008
Integrity Financial Services Consulting 2005 - 2006
Fidelity Investments July 1995 - June 2005
Fidelity Capital Markets 1997 - 2005
Lehman Brothers 1991 - 1995
Skills
Capital Markets, Business Intelligence, Asset Management, Investments, Fixed Income Technology, Equities, Mutual Funds, Fixed Income, Mentoring, Securities, Financial Services, Portfolio Management, Asset Managment, Strategic Planning, Risk Management, Vendor Management, Enterprise Architecture, Bloomberg, Alternative Investments, Electronic Trading, Investment Management, Relationship Management, Trading, Analysis, Trading Systems, Outsourcing, Business Analysis, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, MBA
SUNY Albany
Bachelor of Arts (B.A.), Economics
RDJ Consulting June 2013 - Present
Manulife Financial / John Hancock October 2008 - March 2013
Evergreen Investments June 2006 - October 2008
Wachovia June 2006 - October 2008
Integrity Financial Services Consulting 2005 - 2006
Fidelity Investments July 1995 - June 2005
Fidelity Capital Markets 1997 - 2005
Lehman Brothers 1991 - 1995
Skills
Capital Markets, Business Intelligence, Asset Management, Investments, Fixed Income Technology, Equities, Mutual Funds, Fixed Income, Mentoring, Securities, Financial Services, Portfolio Management, Asset Managment, Strategic Planning, Risk Management, Vendor Management, Enterprise Architecture, Bloomberg, Alternative Investments, Electronic Trading, Investment Management, Relationship Management, Trading, Analysis, Trading Systems, Outsourcing, Business Analysis, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, MBA
SUNY Albany
Bachelor of Arts (B.A.), Economics
Zak Putnam's Fidelity Investments Experience June 2008 - August 2008
Job Sr. Manager, Business Development, Emerging Products at Akamai Technologies
Industry Internet
Experience
Akamai Technologies April 2012 - Present
SPERO 2005 - Present
Akamai Technologies March 2010 - March 2012
Akamai Technologies May 2009 - February 2010
Boston Harbor Angels September 2008 - May 2009
Babson College September 2007 - May 2009
Fidelity Investments June 2008 - August 2008
Akamai Technologies 2005 - 2007
CHK Capital Partners June 2004 - April 2006
Octagon June 2002 - August 2002
Skills
Financial Modeling, Finance, Competitive Analysis, Entrepreneurship, Market Research, Business Development, Enterprise Software, Product Marketing, Product Management, Start-ups, Negotiation
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
Master of Business Administration
Wheaton College 2000 — 2004
B.A., Economics
Akamai Technologies April 2012 - Present
SPERO 2005 - Present
Akamai Technologies March 2010 - March 2012
Akamai Technologies May 2009 - February 2010
Boston Harbor Angels September 2008 - May 2009
Babson College September 2007 - May 2009
Fidelity Investments June 2008 - August 2008
Akamai Technologies 2005 - 2007
CHK Capital Partners June 2004 - April 2006
Octagon June 2002 - August 2002
Skills
Financial Modeling, Finance, Competitive Analysis, Entrepreneurship, Market Research, Business Development, Enterprise Software, Product Marketing, Product Management, Start-ups, Negotiation
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
Master of Business Administration
Wheaton College 2000 — 2004
B.A., Economics
Andy O'Rourke's Fidelity Investments Experience 1995 - 2000
Job Chief Marketing Officer at Direxion Funds
Industry Financial Services
Experience
Direxion Funds March 2007 - Present
MassMutual March 2003 - March 2007
Emplanet Retirement Services March 2000 - March 2003
Fidelity Investments 1995 - 2000
Skills
Mutual Funds, Alternative Investments, Bloomberg, ETFs, Series 7, Options, Financial Services, Capital Markets, Hedge Funds, Emerging Markets, Trading, Portfolio Management, Investments, Asset Management, Equities, Derivatives, Financial Markets, Series 63, Wealth Management, Investment Management, Investment Advisory, Asset Allocation, Securities, Separately Managed..., Fixed Income, Financial Advisory
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2004
MBA
Miami University 1987 — 1991
BA, Economics
Direxion Funds March 2007 - Present
MassMutual March 2003 - March 2007
Emplanet Retirement Services March 2000 - March 2003
Fidelity Investments 1995 - 2000
Skills
Mutual Funds, Alternative Investments, Bloomberg, ETFs, Series 7, Options, Financial Services, Capital Markets, Hedge Funds, Emerging Markets, Trading, Portfolio Management, Investments, Asset Management, Equities, Derivatives, Financial Markets, Series 63, Wealth Management, Investment Management, Investment Advisory, Asset Allocation, Securities, Separately Managed..., Fixed Income, Financial Advisory
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2004
MBA
Miami University 1987 — 1991
BA, Economics
William Sit's Fidelity Investments Experience 1997 - 2003
Job President, Versatile Flex, Inc.
Industry Health, Wellness and Fitness
Experience
Versatile Flex, Inc. January 2008 - Present
Towns Sports International 2005 - Present
Fidelity Investments 1997 - 2003
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2003
MBA
Dartmouth College 1993 — 1997
Versatile Flex, Inc. January 2008 - Present
Towns Sports International 2005 - Present
Fidelity Investments 1997 - 2003
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2003
MBA
Dartmouth College 1993 — 1997
Susan McGarry Marshall's Fidelity Investments Experience March 2010 - July 2015
Job Director, Digital Product at Voya Financial
Industry Investment Management
Experience
Voya Financial August 2015 - Present
Fidelity Investments March 2010 - July 2015
Fidelity Investments 2006 - March 2010
Fidelity Investments 2000 - 2006
Fidelity Investments 1995 - 2000
John Hancock 1992 - 1995
John Hancock 1991 - 1992
Colonial Management Associates 1989 - 1991
Skills
Team Leadership, Series 7, Product Management, Program Management, New Business Development, 401k, 403 b, Sales Operations, CRM, Strategy, Training, Sales Management, Leadership, Financial Services, Salesforce.com, Mutual Funds, Competitive Analysis, Series 63, Cross-functional Team..., Process Improvement, Business Process...
Education
Babson College - Franklin W. Olin Graduate School of Business
attended, MBA
University of California, Davis
Bachelor of Arts, Economics
Voya Financial August 2015 - Present
Fidelity Investments March 2010 - July 2015
Fidelity Investments 2006 - March 2010
Fidelity Investments 2000 - 2006
Fidelity Investments 1995 - 2000
John Hancock 1992 - 1995
John Hancock 1991 - 1992
Colonial Management Associates 1989 - 1991
Skills
Team Leadership, Series 7, Product Management, Program Management, New Business Development, 401k, 403 b, Sales Operations, CRM, Strategy, Training, Sales Management, Leadership, Financial Services, Salesforce.com, Mutual Funds, Competitive Analysis, Series 63, Cross-functional Team..., Process Improvement, Business Process...
Education
Babson College - Franklin W. Olin Graduate School of Business
attended, MBA
University of California, Davis
Bachelor of Arts, Economics
Frank Bilotta's Fidelity Investments Experience 2010 - Present
Job Product Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2010 - Present
SyTech 2009 - 2010
TABS Group 2009 - 2009
Skills
Business Analysis, Data Analysis, Product Management, Agile Methodologies, Project Management, Strategy, Process Improvement, Business Intelligence, Financial Analysis, Requirements Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
Fairfield University 2005 — 2009
Bachelor's Degree
Fidelity Investments 2010 - Present
SyTech 2009 - 2010
TABS Group 2009 - 2009
Skills
Business Analysis, Data Analysis, Product Management, Agile Methodologies, Project Management, Strategy, Process Improvement, Business Intelligence, Financial Analysis, Requirements Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
Fairfield University 2005 — 2009
Bachelor's Degree
Glenn Perry's Fidelity Investments Experience October 2011 - Present
Job Project Manager
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Citizens Bank May 2011 - October 2011
Fidelity Investments May 2009 - December 2010
Fidelity Investments December 1993 - December 2008
Computer Task Group, Inc. CTG) 1981 - 1993
Keane Inc. 1979 - 1981
Education
Rensselaer Polytechnic Institute 1972 — 1976
B.S, Engineering
Babson College - Franklin W. Olin Graduate School of Business
M.B.A., Business
Fidelity Investments October 2011 - Present
Citizens Bank May 2011 - October 2011
Fidelity Investments May 2009 - December 2010
Fidelity Investments December 1993 - December 2008
Computer Task Group, Inc. CTG) 1981 - 1993
Keane Inc. 1979 - 1981
Education
Rensselaer Polytechnic Institute 1972 — 1976
B.S, Engineering
Babson College - Franklin W. Olin Graduate School of Business
M.B.A., Business
Pamela Romano's Fidelity Investments Experience 1986 - 2008
Job Senior Director; IS Partner Global Business Intelligence & Analytics / Consumer Divisions at Sanofi
Industry Biotechnology
Experience
Sanofi January 2014 - Present
Sanofi February 2012 - January 2014
Genzyme April 2009 - February 2012
Fidelity Investments 1986 - 2008
Fidelity Investments 1995 - 1998
Fidelity Investments 1986 - 1995
Skills
Program Management, Strategy, Management, Cross-functional Team..., Vendor Management, Process Improvement
Education
Harvard University
Certificate of completion: Drug Development Executive Boot Camp
New Horizons
Certification in ITIL Foundations
Babson College - Franklin W. Olin Graduate School of Business
Course work towards Master of Business Administration (M.B.A.)
The Ohio State University
Bachelor of Science, Finance
Massachusetts Institute of Technology - Professional Education
Tackling Big Data
Sanofi January 2014 - Present
Sanofi February 2012 - January 2014
Genzyme April 2009 - February 2012
Fidelity Investments 1986 - 2008
Fidelity Investments 1995 - 1998
Fidelity Investments 1986 - 1995
Skills
Program Management, Strategy, Management, Cross-functional Team..., Vendor Management, Process Improvement
Education
Harvard University
Certificate of completion: Drug Development Executive Boot Camp
New Horizons
Certification in ITIL Foundations
Babson College - Franklin W. Olin Graduate School of Business
Course work towards Master of Business Administration (M.B.A.)
The Ohio State University
Bachelor of Science, Finance
Massachusetts Institute of Technology - Professional Education
Tackling Big Data
Frank Armo's Fidelity Investments Experience 1988 - March 2009
Job Director, Senior Lead Program Manager Retirement & Individual Financial Services
Industry Financial Services
Experience
TIAA-CREF December 2011 - Present
Merrill Lynch October 2009 - December 2011
Fidelity Investments 1988 - March 2009
Fidelity Investments March 2007 - February 2009
Fidelity Investments 2003 - 2007
Fidelity Investments 1995 - 2003
Fidelity Investments 1993 - 1995
Fidelity Investments 1988 - 1993
KPMG Peat Marwick 1981 - 1988
Skills
Product Management, Strategy, Financial Services, Program Management, Business Development, E-commerce, Process Improvement, Investments, Outsourcing, Marketing, Series 63, Marketing Strategy, Management Consulting, Series 7, Retirement, Vendor Management, Enterprise Software, Alternative Investments, Executive Management, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Marketing and Finance
Boston College
BS, Marketing and Economics
TIAA-CREF December 2011 - Present
Merrill Lynch October 2009 - December 2011
Fidelity Investments 1988 - March 2009
Fidelity Investments March 2007 - February 2009
Fidelity Investments 2003 - 2007
Fidelity Investments 1995 - 2003
Fidelity Investments 1993 - 1995
Fidelity Investments 1988 - 1993
KPMG Peat Marwick 1981 - 1988
Skills
Product Management, Strategy, Financial Services, Program Management, Business Development, E-commerce, Process Improvement, Investments, Outsourcing, Marketing, Series 63, Marketing Strategy, Management Consulting, Series 7, Retirement, Vendor Management, Enterprise Software, Alternative Investments, Executive Management, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Marketing and Finance
Boston College
BS, Marketing and Economics
Ganesh K Subramanian's Fidelity Investments Experience 2009 - 2012
Job Senior Project Manager at John Hancock Life Insurance Company (U.S.A.)
Industry Information Technology and Services
Experience
Manulife / JohnHancock April 2012 - Present
Infosys Technologies Ltd February 2008 - May 2012
Fidelity Investments 2009 - 2012
Infosys Technologies Ltd 2005 - 2008
Infosys Technologies Ltd October 1998 - February 2005
Stardrive Busducts Pvt Ltd February 1997 - July 1998
Skills
Agile Project Management, Project Management, Data Warehousing, SDLC, Data Analysis, Global Delivery, Team Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Manonmaniam Sundaranar University
B.E., Electrical & Electronics
Manulife / JohnHancock April 2012 - Present
Infosys Technologies Ltd February 2008 - May 2012
Fidelity Investments 2009 - 2012
Infosys Technologies Ltd 2005 - 2008
Infosys Technologies Ltd October 1998 - February 2005
Stardrive Busducts Pvt Ltd February 1997 - July 1998
Skills
Agile Project Management, Project Management, Data Warehousing, SDLC, Data Analysis, Global Delivery, Team Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Manonmaniam Sundaranar University
B.E., Electrical & Electronics
Aleyna Cyr's Fidelity Investments Experience December 2009 - August 2010
Job Senior Financial Analyst
Industry Pharmaceuticals
Experience
Zoetis July 2015 - Present
Zoetis December 2013 - July 2015
Movado Group, Inc 2013 - December 2013
The Hartford August 2010 - August 2013
Fidelity Investments December 2009 - August 2010
Fidelity Investments April 2007 - December 2009
Simon and Schuster May 2006 - April 2007
Skills
Finance, Financial Modeling, Financial Reporting, Strategic Financial..., Internal Controls, Accounting, Microsoft Excel, Sarbanes-Oxley Act, Auditing, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA, Finance
Bryant University 2001 — 2005
BSBA, Accounting
Zoetis July 2015 - Present
Zoetis December 2013 - July 2015
Movado Group, Inc 2013 - December 2013
The Hartford August 2010 - August 2013
Fidelity Investments December 2009 - August 2010
Fidelity Investments April 2007 - December 2009
Simon and Schuster May 2006 - April 2007
Skills
Finance, Financial Modeling, Financial Reporting, Strategic Financial..., Internal Controls, Accounting, Microsoft Excel, Sarbanes-Oxley Act, Auditing, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA, Finance
Bryant University 2001 — 2005
BSBA, Accounting
Alexandra Coleman's Fidelity Investments Experience June 2012 - August 2012
Job AVP at GE Energy Financial Services
Industry Renewables & Environment
Experience
GE Energy Financial Services August 2015 - Present
Right to Dream 2008 - Present
GE Energy Financial Services July 2014 - August 2015
GE Power & Water July 2013 - July 2014
Babson College April 2012 - May 2013
Collegiate Energy Association 2011 - May 2013
Next Step Living, Inc September 2012 - January 2013
Babson College January 2012 - December 2012
Fidelity Investments June 2012 - August 2012
Fraunhofer USA January 2012 - May 2012
Skills
Data Analysis, Project Management, Financial Modeling, Business Strategy, Project Planning, Business Development, Entrepreneurship, Renewable Energy, Sustainability, Energy Efficiency, Energy, Microsoft Excel, Microsoft Office, Bloomberg, Capital IQ, Fact Set, IBIS, Thompson One, Simfund, Engineering, Civil Engineering, Construction, Construction Management, Contract Management, AutoCAD, MathCAD, WaterCAD, Matlab, ASCE Engineer in..., ACI Concrete Testing..., Golf, Bridge, Strategy, Concrete, Leadership, Competitive Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA, Finance, Entrepreneurship, Energy, 2nd Year, Full Time Student
Bucknell University 2004 — 2008
BS, Civil Engineering
Semester at Sea 2007 — 2007
Study Abroad
Taft 2002 — 2004
GE Energy Financial Services August 2015 - Present
Right to Dream 2008 - Present
GE Energy Financial Services July 2014 - August 2015
GE Power & Water July 2013 - July 2014
Babson College April 2012 - May 2013
Collegiate Energy Association 2011 - May 2013
Next Step Living, Inc September 2012 - January 2013
Babson College January 2012 - December 2012
Fidelity Investments June 2012 - August 2012
Fraunhofer USA January 2012 - May 2012
Skills
Data Analysis, Project Management, Financial Modeling, Business Strategy, Project Planning, Business Development, Entrepreneurship, Renewable Energy, Sustainability, Energy Efficiency, Energy, Microsoft Excel, Microsoft Office, Bloomberg, Capital IQ, Fact Set, IBIS, Thompson One, Simfund, Engineering, Civil Engineering, Construction, Construction Management, Contract Management, AutoCAD, MathCAD, WaterCAD, Matlab, ASCE Engineer in..., ACI Concrete Testing..., Golf, Bridge, Strategy, Concrete, Leadership, Competitive Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA, Finance, Entrepreneurship, Energy, 2nd Year, Full Time Student
Bucknell University 2004 — 2008
BS, Civil Engineering
Semester at Sea 2007 — 2007
Study Abroad
Taft 2002 — 2004
Prashant Mohan's Fidelity Investments Experience June 2012 - July 2014
Job MBA Candidate at Babson College
Industry Management Consulting
Experience
DestinyWebs July 2013 - Present
EY June 2015 - August 2015
Hobbeez December 2014 - July 2015
Fidelity Investments June 2012 - July 2014
Fidelity Investments June 2011 - June 2012
Fidelity Investments June 2010 - June 2011
Skills
Project Management, Business Analysis, SDLC, Quality Assurance, Leadership, Systems Analysis, Management Consulting, Entrepreneurship, Requirements Gathering, Management, Web Design, User Acceptance Testing, C++, Project Planning, Agile Methodologies, Test Automation, Agile Methodolgy, Financial Services, Business Process..., Selenium, IT Strategy, Business Requirements, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
National Institute of Technology Karnataka 2006 — 2010
Bachelor's Degree, Electrical, Electronics and Communications Engineering
Indian School Muscat, Oman
High School
DestinyWebs July 2013 - Present
EY June 2015 - August 2015
Hobbeez December 2014 - July 2015
Fidelity Investments June 2012 - July 2014
Fidelity Investments June 2011 - June 2012
Fidelity Investments June 2010 - June 2011
Skills
Project Management, Business Analysis, SDLC, Quality Assurance, Leadership, Systems Analysis, Management Consulting, Entrepreneurship, Requirements Gathering, Management, Web Design, User Acceptance Testing, C++, Project Planning, Agile Methodologies, Test Automation, Agile Methodolgy, Financial Services, Business Process..., Selenium, IT Strategy, Business Requirements, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
National Institute of Technology Karnataka 2006 — 2010
Bachelor's Degree, Electrical, Electronics and Communications Engineering
Indian School Muscat, Oman
High School
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank