Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Employee
Years
Job
Industry
Hannah Reeve Hannah Reeve's Fidelity Investments Experience June 2013 - September 2013
Job Marketing Associate at BTS
Industry Marketing and Advertising
Experience
BTS July 2015 - Present
Middlebury College August 2014 - May 2015
Middlebury College February 2013 - May 2015
Middlebury College September 2012 - May 2015
Viacom June 2014 - August 2014
Fidelity Investments June 2013 - September 2013
Cultural Survival June 2013 - August 2013
Harvard Stem Cell Institute June 2012 - September 2012
New England Climate Summer, a Better Future Project June 2012 - August 2012
Middlebury College February 2012 - June 2012
Skills
Nonprofits, Editing, Microsoft Excel, Photoshop, WordPress, Writing, Spanish, Brazilian Portuguese, PowerPoint, Comparative Literature, Interpersonal..., iMovie, HTML, Outreach Services, Marketing, Organization, International Studies, History, Food Service, Instruction, Blogging, Social Media, Video Editing
Education
Middlebury College 2011 — 2015
Bachelor of Arts (B.A.), International/Global Studies, summa cum laude, highest departmental honors
Groton School 2007 — 2011
Magna cum laude
BTS July 2015 - Present
Middlebury College August 2014 - May 2015
Middlebury College February 2013 - May 2015
Middlebury College September 2012 - May 2015
Viacom June 2014 - August 2014
Fidelity Investments June 2013 - September 2013
Cultural Survival June 2013 - August 2013
Harvard Stem Cell Institute June 2012 - September 2012
New England Climate Summer, a Better Future Project June 2012 - August 2012
Middlebury College February 2012 - June 2012
Skills
Nonprofits, Editing, Microsoft Excel, Photoshop, WordPress, Writing, Spanish, Brazilian Portuguese, PowerPoint, Comparative Literature, Interpersonal..., iMovie, HTML, Outreach Services, Marketing, Organization, International Studies, History, Food Service, Instruction, Blogging, Social Media, Video Editing
Education
Middlebury College 2011 — 2015
Bachelor of Arts (B.A.), International/Global Studies, summa cum laude, highest departmental honors
Groton School 2007 — 2011
Magna cum laude
Joan Straub Joan Straub's Fidelity Investments Experience September 2014 - Present
Job Assistant to Senior Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments - Fidelity Pricing & Cash Management Services July 2012 - September 2014
Fidelity Investments - XTRAC Solutions, LLC August 2011 - July 2012
Fidelity Investments August 2006 - August 2011
Fidelity Investments August 2005 - August 2006
Fidelity Investments February 2005 - August 2005
Fidelity Investments June 2004 - February 2005
Fidelity Investments October 2001 - June 2004
Pharmasmarket.Com May 2000 - April 2001
Fidelity Investments September 1999 - May 2000
Education
Middlesex Community College
Paralegal Studies
Fidelity Investments September 2014 - Present
Fidelity Investments - Fidelity Pricing & Cash Management Services July 2012 - September 2014
Fidelity Investments - XTRAC Solutions, LLC August 2011 - July 2012
Fidelity Investments August 2006 - August 2011
Fidelity Investments August 2005 - August 2006
Fidelity Investments February 2005 - August 2005
Fidelity Investments June 2004 - February 2005
Fidelity Investments October 2001 - June 2004
Pharmasmarket.Com May 2000 - April 2001
Fidelity Investments September 1999 - May 2000
Education
Middlesex Community College
Paralegal Studies
Mira Leon's Fidelity Investments Experience July 2014 - Present
Job Consulting Analyst at Fidelity Investments
Industry Higher Education
Experience
Fidelity Investments July 2014 - Present
Tufts University September 2010 - Present
Right Brain Brands June 2013 - April 2014
Tufts University June 2013 - August 2013
Tufts University Dining Services June 2013 - August 2013
State Street Bank September 2012 - December 2012
Boom Island Brewing Company May 2012 - August 2012
Gap Inc./Old Navy May 2010 - August 2010
Skills
Microsoft Office, Social Media, Event Planning, Research, Chinese, Facebook, Blogging, Marketing, International Relations, Writing
Education
Tufts University 2010 — 2014
Bachelor's Degree, International Relations (concentration in International Economics) and Chinese, Phi Beta Kappa, Summa Cum Laude, Dean's List, Sigma Iota Rho Honor Society
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Bridge Program
Zhejiang University 2012 — 2012
Bachelor of Arts (B.A.), Chinese Studies
Middlebury College 2011 — 2011
Bachelor of Arts (B.A.), Chinese Language and Literature
Edina High School 2006 — 2010
Fidelity Investments July 2014 - Present
Tufts University September 2010 - Present
Right Brain Brands June 2013 - April 2014
Tufts University June 2013 - August 2013
Tufts University Dining Services June 2013 - August 2013
State Street Bank September 2012 - December 2012
Boom Island Brewing Company May 2012 - August 2012
Gap Inc./Old Navy May 2010 - August 2010
Skills
Microsoft Office, Social Media, Event Planning, Research, Chinese, Facebook, Blogging, Marketing, International Relations, Writing
Education
Tufts University 2010 — 2014
Bachelor's Degree, International Relations (concentration in International Economics) and Chinese, Phi Beta Kappa, Summa Cum Laude, Dean's List, Sigma Iota Rho Honor Society
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Bridge Program
Zhejiang University 2012 — 2012
Bachelor of Arts (B.A.), Chinese Studies
Middlebury College 2011 — 2011
Bachelor of Arts (B.A.), Chinese Language and Literature
Edina High School 2006 — 2010
Stephanie Marks's Fidelity Investments Experience March 2008 - June 2008
Job Business Solutions Account Executive
Industry Financial Services
Experience
Elavon, Inc. July 2014 - Present
BB&T March 2013 - June 2014
ZRS Management November 2011 - March 2013
Verizon Wireless November 2009 - July 2010
Washington Mutual Card Services July 2008 - December 2008
Fidelity Investments March 2008 - June 2008
Camden Property Trust January 2005 - January 2006
Cheddar's Casual Cafe December 1999 - May 2004
Skills
Real Estate, Marketing, Property Management, Sales, Social Media, Customer Service, Social Media Marketing, Online Advertising, Microsoft Office, Negotiation, Marketing Strategy, Microsoft Excel, Apartments, Leases, Account Management, Market Research, Advertising, Project Management, Selling, Social Networking, Sales Management, Leadership, Banking, Training, Team Building, Lead Generation, Management, Accounts Payable, Rentals
Education
Macon State College 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Information Technology
Elavon, Inc. July 2014 - Present
BB&T March 2013 - June 2014
ZRS Management November 2011 - March 2013
Verizon Wireless November 2009 - July 2010
Washington Mutual Card Services July 2008 - December 2008
Fidelity Investments March 2008 - June 2008
Camden Property Trust January 2005 - January 2006
Cheddar's Casual Cafe December 1999 - May 2004
Skills
Real Estate, Marketing, Property Management, Sales, Social Media, Customer Service, Social Media Marketing, Online Advertising, Microsoft Office, Negotiation, Marketing Strategy, Microsoft Excel, Apartments, Leases, Account Management, Market Research, Advertising, Project Management, Selling, Social Networking, Sales Management, Leadership, Banking, Training, Team Building, Lead Generation, Management, Accounts Payable, Rentals
Education
Macon State College 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Information Technology
Anthony Morlani Anthony Morlani's Fidelity Investments Experience July 2012 - August 2012
Job Relationship Manager Alternative Investments at Brighton House Associates
Industry Financial Services
Experience
Brighton House Associates June 2014 - Present
Brighton House Associates August 2013 - Present
Brook Venture Partners June 2013 - August 2013
Fidelity Investments July 2012 - August 2012
MAST Capital Management May 2012 - July 2012
Skills
Financial Analysis, Alternative Investments, Financial Modeling, Portfolio Management, Valuation, Equities
Education
Middlebury College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Phillips Academy Andover 2006 — 2009
Brighton House Associates June 2014 - Present
Brighton House Associates August 2013 - Present
Brook Venture Partners June 2013 - August 2013
Fidelity Investments July 2012 - August 2012
MAST Capital Management May 2012 - July 2012
Skills
Financial Analysis, Alternative Investments, Financial Modeling, Portfolio Management, Valuation, Equities
Education
Middlebury College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Phillips Academy Andover 2006 — 2009
Aaron Pirani Aaron Pirani's Fidelity Investments Experience June 2012 - Present
Job Financial Rep
Industry Biotechnology
Experience
Fidelity Investments June 2012 - Present
Walgreens April 2010 - April 2011
Coastal Aviation March 2009 - April 2009
Skills
Series 7, Series 63, Cerner, Commercial Pilot, IEX Total View, Teamwork, Customer Service, Leadership, Team Leadership, Training, Technical Writing, Team Building, Analysis, Process Improvement, Strategic Planning, Commercial Aviation
Education
The University of Memphis 2010 — 2012
Bachelor of Science, Biochemistry
Middle Tennessee State University 2004 — 2008
Bachelor of Science, Professional Pilot
Fidelity Investments June 2012 - Present
Walgreens April 2010 - April 2011
Coastal Aviation March 2009 - April 2009
Skills
Series 7, Series 63, Cerner, Commercial Pilot, IEX Total View, Teamwork, Customer Service, Leadership, Team Leadership, Training, Technical Writing, Team Building, Analysis, Process Improvement, Strategic Planning, Commercial Aviation
Education
The University of Memphis 2010 — 2012
Bachelor of Science, Biochemistry
Middle Tennessee State University 2004 — 2008
Bachelor of Science, Professional Pilot
Anna Gervasoni Anna Gervasoni's Fidelity Investments Experience 1995 - 2000
Job Principal Consultant at Collaborative Consulting
Industry Computer Software
Experience
Taxware LLC December 2012 - March 2013
ADP February 2002 - December 2012
Commerce.TV February 2000 - September 2001
Fidelity Investments 1995 - 2000
Bay Networks July 1994 - January 1995
Open Software Foundation April 1993 - June 1994
Computer Horizons Corporation September 1992 - April 1993
Cambridge Technology Partners September 1991 - September 1992
Linotype-Hell Company March 1988 - June 1991
Index Technology Corporation June 1987 - August 1987
Skills
SDLC, SaaS, Enterprise Software, Agile Methodologies, Cloud Computing, Software Development, Software Project..., Integration, Business Intelligence, Agile Project Management, Scrum, Enterprise Architecture, Strategy, Leadership, Taxware, Management, Data Center, Oracle, Product Development, Requirements Analysis, Architecture, ERP, Process Improvement, Business Process, Business Process..., Microsoft SQL Server, Start-ups, Outsourcing, Business Analysis, Change Management, Project Management, Consulting, ITIL, XML, E-commerce, Governance, Project Planning, Vendor Management, IT Strategy, Architectures, Security
Education
University of Massachusetts Boston 1985 — 1987
Bachelor's degree, Computer Science
Middlesex Community College 1978 — 1980
Associates in Science, Radiologic Technology/Science - Radiographer
Taxware LLC December 2012 - March 2013
ADP February 2002 - December 2012
Commerce.TV February 2000 - September 2001
Fidelity Investments 1995 - 2000
Bay Networks July 1994 - January 1995
Open Software Foundation April 1993 - June 1994
Computer Horizons Corporation September 1992 - April 1993
Cambridge Technology Partners September 1991 - September 1992
Linotype-Hell Company March 1988 - June 1991
Index Technology Corporation June 1987 - August 1987
Skills
SDLC, SaaS, Enterprise Software, Agile Methodologies, Cloud Computing, Software Development, Software Project..., Integration, Business Intelligence, Agile Project Management, Scrum, Enterprise Architecture, Strategy, Leadership, Taxware, Management, Data Center, Oracle, Product Development, Requirements Analysis, Architecture, ERP, Process Improvement, Business Process, Business Process..., Microsoft SQL Server, Start-ups, Outsourcing, Business Analysis, Change Management, Project Management, Consulting, ITIL, XML, E-commerce, Governance, Project Planning, Vendor Management, IT Strategy, Architectures, Security
Education
University of Massachusetts Boston 1985 — 1987
Bachelor's degree, Computer Science
Middlesex Community College 1978 — 1980
Associates in Science, Radiologic Technology/Science - Radiographer
Ken Karpowicz Ken Karpowicz's Fidelity Investments Experience 1989 - 2011
Job Principal Software Engineer
Industry Financial Services
Experience
Fidelity Investments 1989 - 2011
Skills
COBOL, CICS, DB2, VSAM, TSO, JCL, MVS, SQL, Fileaid, SmartTest, Intertest, Word, Excel, HP QC 10.0
Education
Middlesex Community College
Liberal Arts and Sciences/Liberal Studies
Fidelity Investments 1989 - 2011
Skills
COBOL, CICS, DB2, VSAM, TSO, JCL, MVS, SQL, Fileaid, SmartTest, Intertest, Word, Excel, HP QC 10.0
Education
Middlesex Community College
Liberal Arts and Sciences/Liberal Studies
James Santerre James Santerre's Fidelity Investments Experience September 2013 - Present
Job Fidelity Investments
Industry Consumer Services
Experience
Fidelity Investments September 2013 - Present
Kirby February 2013 - August 2013
Comcast June 2012 - February 2013
Bobs Stores August 2001 - April 2012
The Telegraph Publishing Company, Nashua, NH May 2006 - April 2008
Skills
Sales, Microsoft Office, Customer Service, Retail, Salesforce.com, Direct Sales, Sales Management, Sales Operations, Inventory Management, Team Building, Customer Retention, Call Centers, Merchandising, Microsoft Excel, Microsoft Word, microsoft outlook, Citrix, Lotus Notes, Outside Sales, Door to Door, Finance, 401k
Education
Middlesex Community College 2004 — 2006
A.S., Fire Science, fire science
nashua high school 2000 — 2003
Fidelity Investments September 2013 - Present
Kirby February 2013 - August 2013
Comcast June 2012 - February 2013
Bobs Stores August 2001 - April 2012
The Telegraph Publishing Company, Nashua, NH May 2006 - April 2008
Skills
Sales, Microsoft Office, Customer Service, Retail, Salesforce.com, Direct Sales, Sales Management, Sales Operations, Inventory Management, Team Building, Customer Retention, Call Centers, Merchandising, Microsoft Excel, Microsoft Word, microsoft outlook, Citrix, Lotus Notes, Outside Sales, Door to Door, Finance, 401k
Education
Middlesex Community College 2004 — 2006
A.S., Fire Science, fire science
nashua high school 2000 — 2003
Alexandria Szwarc Alexandria Szwarc's Fidelity Investments Experience March 2007 - March 2008
Job Bookkeeper / Tax Assembly at Better Accounting
Industry Online Media
Experience
BobVila.com September 2013 - Present
Dio Home Improvements April 2010 - Present
Better Accounting November 2013 - Present
Ocean View Awnings March 2012 - Present
American Services Co 2011 - 2013
PictMedia April 2008 - April 2011
Boston Clay Works June 2008 - July 2008
Fidelity Investments March 2007 - March 2008
Self Employed October 2002 - February 2007
BBN Technologies January 1998 - September 2002
Skills
Web Design, Web Maintenance, Graphic Design, Social Media, Video Editing, Photo Editor, Blogging, Blogger, Technical Writing, WordPress, SharePoint Designer, Office Management, Operations Management, Spreadsheets, Data Entry, Data Analysis, Customer Service, Appointment Scheduling, Job Scheduling, Payment Card Processing, Payroll, Accounts Receivable, Accounts Payable, Workers' Compensation..., Expense Reports, Travel Planning, Business Correspondence, Estimates, System Administration, Administrative..., Executive..., PowerPoint, Microsoft Excel, PaintShop Pro, Microsoft Office, Visio, FrontPage, SmartDraw, Pictometry
Education
Middlesex Community College 1991 — 1992
Certificate
St. Clement High
BobVila.com September 2013 - Present
Dio Home Improvements April 2010 - Present
Better Accounting November 2013 - Present
Ocean View Awnings March 2012 - Present
American Services Co 2011 - 2013
PictMedia April 2008 - April 2011
Boston Clay Works June 2008 - July 2008
Fidelity Investments March 2007 - March 2008
Self Employed October 2002 - February 2007
BBN Technologies January 1998 - September 2002
Skills
Web Design, Web Maintenance, Graphic Design, Social Media, Video Editing, Photo Editor, Blogging, Blogger, Technical Writing, WordPress, SharePoint Designer, Office Management, Operations Management, Spreadsheets, Data Entry, Data Analysis, Customer Service, Appointment Scheduling, Job Scheduling, Payment Card Processing, Payroll, Accounts Receivable, Accounts Payable, Workers' Compensation..., Expense Reports, Travel Planning, Business Correspondence, Estimates, System Administration, Administrative..., Executive..., PowerPoint, Microsoft Excel, PaintShop Pro, Microsoft Office, Visio, FrontPage, SmartDraw, Pictometry
Education
Middlesex Community College 1991 — 1992
Certificate
St. Clement High
Randy Brock's Fidelity Investments Experience 1989 - 2003
Job Risk Oversight Expert; Experienced Senior Executive and Board Member
Industry Executive Office
Experience
ipCapital Group December 2013 - Present
Rockledge Risk Advisors LLC 2003 - Present
Vermont Law School 2008 - Present
Vermont Historical Society 2005 - Present
State of Vermont January 2009 - January 2013
Hodges University Foundation 2004 - 2013
United States Military Academy January 2009 - November 2012
Alzheimer's Association National Board of Directors 2003 - 2011
State of Vermont 2005 - 2007
Fidelity Investments 1989 - 2003
Skills
Corporate Governance, Board of Directors, Government, Leadership, Public Policy, Policy Analysis, Nonprofits, Risk Management, Public Speaking, Legislative Relations, Policy, Strategic Planning, Crisis Management, Internal Audit, Legislation, Political Campaigns, Political Communication, Community Outreach, Politics, Grassroots Organizing, Mergers, International Relations, Land Use, Community Development, Fundraising, Political Consulting, Volunteer Management, Economic Development, State Government, Coalitions, Security, Small Business, Entrepreneurship, Mergers & Acquisitions, Political Science, Legal Research, Program Development, Media Relations, Administrative Law, Public Affairs, Strategic Communications, Public Administration, Speech Writing, Research, Homeland Security, Corporate Law, Leadership Development, Risk Assessment
Education
Middlebury College
AB, History
Yale University
MA
ipCapital Group December 2013 - Present
Rockledge Risk Advisors LLC 2003 - Present
Vermont Law School 2008 - Present
Vermont Historical Society 2005 - Present
State of Vermont January 2009 - January 2013
Hodges University Foundation 2004 - 2013
United States Military Academy January 2009 - November 2012
Alzheimer's Association National Board of Directors 2003 - 2011
State of Vermont 2005 - 2007
Fidelity Investments 1989 - 2003
Skills
Corporate Governance, Board of Directors, Government, Leadership, Public Policy, Policy Analysis, Nonprofits, Risk Management, Public Speaking, Legislative Relations, Policy, Strategic Planning, Crisis Management, Internal Audit, Legislation, Political Campaigns, Political Communication, Community Outreach, Politics, Grassroots Organizing, Mergers, International Relations, Land Use, Community Development, Fundraising, Political Consulting, Volunteer Management, Economic Development, State Government, Coalitions, Security, Small Business, Entrepreneurship, Mergers & Acquisitions, Political Science, Legal Research, Program Development, Media Relations, Administrative Law, Public Affairs, Strategic Communications, Public Administration, Speech Writing, Research, Homeland Security, Corporate Law, Leadership Development, Risk Assessment
Education
Middlebury College
AB, History
Yale University
MA
Paul Needham Paul Needham's Fidelity Investments Experience May 2004 - February 2009
Job Senior Planning and Business Specialist at Harvard Pilgrim Health Care
Industry Insurance
Experience
Harvard Pilgrim Health Care February 2013 - Present
Harvard Pilgrim Health Care May 2012 - January 2013
Bright Horizons April 2011 - May 2012
Bright Horizons April 2009 - March 2011
Fidelity Investments May 2004 - February 2009
Fidelity Investments January 2000 - May 2004
Scudder Investments January 1996 - January 2000
Scudder Investments October 1993 - December 1995
Scudder Investments December 1991 - September 1993
Scudder Investments June 1990 - November 1991
Skills
Coaching, Customer Service, Program Management, Workforce Management, Call Center, Vendor Management, Team Leadership, Excel, PowerPoint, Word, Microsoft Office, Forecasting, Documentation, Customer Relations, Operations Management, Outsourcing, Project Management, Microsoft Excel, Software Documentation, Leadership, Troubleshooting, Training, Call Centers, Insurance, Integration, Visio, Management, Process Improvement, Healthcare Industry, Series 63, Series 6, Medicare Advantage, Presentations, Hiring Personnel, Personnel Management, Personnel Supervision, Personnel Selection, Call Routing, Financial Services, IEX Total View, NICE Call Recording, Technical Support, Customer Support, Help Desk Support
Education
Suffolk University - Sawyer Business School 2003 — 2006
MSA, Accounting
Suffolk University - Sawyer Business School 2001 — 2003
MSF, Finance
Suffolk University - Sawyer Business School 1998 — 2000
MBA, Business
Middlebury College 1986 — 1990
BA, Economics & Psychology
Hingham High School 1982 — 1986
Harvard Pilgrim Health Care February 2013 - Present
Harvard Pilgrim Health Care May 2012 - January 2013
Bright Horizons April 2011 - May 2012
Bright Horizons April 2009 - March 2011
Fidelity Investments May 2004 - February 2009
Fidelity Investments January 2000 - May 2004
Scudder Investments January 1996 - January 2000
Scudder Investments October 1993 - December 1995
Scudder Investments December 1991 - September 1993
Scudder Investments June 1990 - November 1991
Skills
Coaching, Customer Service, Program Management, Workforce Management, Call Center, Vendor Management, Team Leadership, Excel, PowerPoint, Word, Microsoft Office, Forecasting, Documentation, Customer Relations, Operations Management, Outsourcing, Project Management, Microsoft Excel, Software Documentation, Leadership, Troubleshooting, Training, Call Centers, Insurance, Integration, Visio, Management, Process Improvement, Healthcare Industry, Series 63, Series 6, Medicare Advantage, Presentations, Hiring Personnel, Personnel Management, Personnel Supervision, Personnel Selection, Call Routing, Financial Services, IEX Total View, NICE Call Recording, Technical Support, Customer Support, Help Desk Support
Education
Suffolk University - Sawyer Business School 2003 — 2006
MSA, Accounting
Suffolk University - Sawyer Business School 2001 — 2003
MSF, Finance
Suffolk University - Sawyer Business School 1998 — 2000
MBA, Business
Middlebury College 1986 — 1990
BA, Economics & Psychology
Hingham High School 1982 — 1986
Arlene Hammel Arlene Hammel's Fidelity Investments Experience July 2011 - Present
Job Marketing Leader Strategy through Execution
Industry Computer Software
Experience
Fidelity Investments July 2011 - Present
Fidelity Investments March 2007 - December 2010
BrassRing September 2005 - November 2006
Genesys January 2004 - September 2005
Eliassen Group June 2000 - October 2001
Randstad (formerly Office Specialists, successfully sold 1998) March 1981 - March 2000
Education
Michigan State University
BA, Business Administration
Fidelity Investments July 2011 - Present
Fidelity Investments March 2007 - December 2010
BrassRing September 2005 - November 2006
Genesys January 2004 - September 2005
Eliassen Group June 2000 - October 2001
Randstad (formerly Office Specialists, successfully sold 1998) March 1981 - March 2000
Education
Michigan State University
BA, Business Administration
Bruce Blodgett's Fidelity Investments Experience May 2013 - February 2014
Job Software Consultant at PCF Corp.
Industry Computer Software
Experience
PCF Corp. October 2014 - Present
Sprague Operating Resources LLC March 2014 - September 2014
Fidelity Investments May 2013 - February 2014
Dassault Systèmes SolidWorks February 2012 - May 2013
Fidelity Investments June 2011 - December 2011
Tyco International January 2011 - June 2011
SolidWorks October 2008 - December 2010
Foster-Miller December 2007 - June 2008
Kronos 2008 - 2008
Fidelity August 2007 - December 2007
Skills
Web Services, XML, ASP.NET, .NET, Visual Studio, Agile Methodologies, Software Engineering, Databases, Microsoft SQL Server, C#, SQL, Software Development, C++, C, HTML, JavaScript, Unix, Software Design
Education
Michigan State University 1979 — 1983
Bachelor of Science, Computer Science/Lyman Briggs
Michigan State University 1979 — 1983
Bachelor of Science (B.S.), Computer Science
PCF Corp. October 2014 - Present
Sprague Operating Resources LLC March 2014 - September 2014
Fidelity Investments May 2013 - February 2014
Dassault Systèmes SolidWorks February 2012 - May 2013
Fidelity Investments June 2011 - December 2011
Tyco International January 2011 - June 2011
SolidWorks October 2008 - December 2010
Foster-Miller December 2007 - June 2008
Kronos 2008 - 2008
Fidelity August 2007 - December 2007
Skills
Web Services, XML, ASP.NET, .NET, Visual Studio, Agile Methodologies, Software Engineering, Databases, Microsoft SQL Server, C#, SQL, Software Development, C++, C, HTML, JavaScript, Unix, Software Design
Education
Michigan State University 1979 — 1983
Bachelor of Science, Computer Science/Lyman Briggs
Michigan State University 1979 — 1983
Bachelor of Science (B.S.), Computer Science
Jennifer K. Brown Jennifer K. Brown's Fidelity Investments Experience December 2010 - January 2012
Job Executive Producer at Chester Square Production Company
Industry Marketing and Advertising
Experience
Chester Square Production Company August 2015 - Present
Chester Square Consulting December 2014 - Present
Partners In Health January 2012 - November 2014
Fidelity Investments December 2010 - January 2012
Fidelity Investments December 2003 - December 2010
Fidelity Investments May 1999 - December 2003
Fidelity Investments December 1996 - May 1999
JKB Enterprises May 1989 - December 1996
Isabella Stewart Gardner Museum July 1990 - September 1991
Fidelity Investments May 1984 - May 1989
Skills
Strategic Communications, Leadership, Strategic Planning, Program Management, Non-profits, Fundraising, Public Speaking, Market Research, Social Media, Marketing Communications
Education
Middlebury Bread Loaf School of English
MA, English
Middlebury College
BA, English
Chester Square Production Company August 2015 - Present
Chester Square Consulting December 2014 - Present
Partners In Health January 2012 - November 2014
Fidelity Investments December 2010 - January 2012
Fidelity Investments December 2003 - December 2010
Fidelity Investments May 1999 - December 2003
Fidelity Investments December 1996 - May 1999
JKB Enterprises May 1989 - December 1996
Isabella Stewart Gardner Museum July 1990 - September 1991
Fidelity Investments May 1984 - May 1989
Skills
Strategic Communications, Leadership, Strategic Planning, Program Management, Non-profits, Fundraising, Public Speaking, Market Research, Social Media, Marketing Communications
Education
Middlebury Bread Loaf School of English
MA, English
Middlebury College
BA, English
Lynne Goldman Lynne Goldman's Fidelity Investments Experience June 2012 - Present
Job Executive Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments 2001 - 2012
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1999
Fidelity Investments 1995 - 1997
Cerulli Associates 1994 - 1995
Allmerica Financial / 440 Financial 1992 - 1994
Allmerica Financial 1992 - 1994
Fidelity Investments 1986 - 1992
Fidelity Investments 1986 - 1992
Education
Michigan State University 1978 — 1982
B.A., Business Administration
Fidelity Investments June 2012 - Present
Fidelity Investments 2001 - 2012
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1999
Fidelity Investments 1995 - 1997
Cerulli Associates 1994 - 1995
Allmerica Financial / 440 Financial 1992 - 1994
Allmerica Financial 1992 - 1994
Fidelity Investments 1986 - 1992
Fidelity Investments 1986 - 1992
Education
Michigan State University 1978 — 1982
B.A., Business Administration
Jeffrey Rand's Fidelity Investments Experience March 2014 - Present
Job Fidelity Leadership
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Merrill Lynch / Bank of America November 2011 - February 2014
Merrill Lynch December 2006 - December 2011
Smith Barney 1990 - 2006
Skills
Equities, Fixed Income, Capital Markets, Wealth Management, Investments, Portfolio Management, Asset Management, Series 7, Alternative Investments, Financial Analysis, Securities, Asset Allocation
Education
Michigan State University 1987 — 1990
Bachelor of Arts (B.A.), Finance and Financial Management Services
Fidelity Investments March 2014 - Present
Merrill Lynch / Bank of America November 2011 - February 2014
Merrill Lynch December 2006 - December 2011
Smith Barney 1990 - 2006
Skills
Equities, Fixed Income, Capital Markets, Wealth Management, Investments, Portfolio Management, Asset Management, Series 7, Alternative Investments, Financial Analysis, Securities, Asset Allocation
Education
Michigan State University 1987 — 1990
Bachelor of Arts (B.A.), Finance and Financial Management Services
Mark Peterson, PHR Mark Peterson, PHR's Fidelity Investments Experience 2003 - 2004
Job Sales Administrator for Umicore Marketing Services at Umicore USA, Inc.
Industry Human Resources
Experience
Umicore USA Inc. (contractor) June 2012 - July 2013
Wake County Board of Elections (contractor) March 2012 - June 2012
ConAgra Foods 2007 - June 2011
ConAgra Foods 2004 - 2007
Fidelity Investments 2003 - 2004
Skills
New Hire Orientation, HRIS, Onboarding, Workers Compensation, Temporary Staffing, Staffing Analysis, Payroll, Customer Service and..., Employee Benefits..., FMLA/STD, Training and Development, Employee/Labor Relations, Project Management, Compensation..., Coaching and Mentoring, Personnel and Policy..., Employee Investigations..., Crisis Response..., New Hire Orientations, Employee Benefits, Policy, Industrial Relations, Training, Talent Acquisition, Temporary Placement, Benefits Administration, Personnel Management, HR Policies, Leadership, Coaching, Succession Planning, College Recruiting, PeopleSoft, Management
Education
Wake Technical Community College
Continuing Education, Global Logistics Technology Certificate Program
Michigan State University
B.A, Social Science w/ concentration in Human Resources
Umicore USA Inc. (contractor) June 2012 - July 2013
Wake County Board of Elections (contractor) March 2012 - June 2012
ConAgra Foods 2007 - June 2011
ConAgra Foods 2004 - 2007
Fidelity Investments 2003 - 2004
Skills
New Hire Orientation, HRIS, Onboarding, Workers Compensation, Temporary Staffing, Staffing Analysis, Payroll, Customer Service and..., Employee Benefits..., FMLA/STD, Training and Development, Employee/Labor Relations, Project Management, Compensation..., Coaching and Mentoring, Personnel and Policy..., Employee Investigations..., Crisis Response..., New Hire Orientations, Employee Benefits, Policy, Industrial Relations, Training, Talent Acquisition, Temporary Placement, Benefits Administration, Personnel Management, HR Policies, Leadership, Coaching, Succession Planning, College Recruiting, PeopleSoft, Management
Education
Wake Technical Community College
Continuing Education, Global Logistics Technology Certificate Program
Michigan State University
B.A, Social Science w/ concentration in Human Resources
Chris Durham Chris Durham's Fidelity Investments Experience June 2010 - June 2012
Job HR Payroll Manager at MIT
Industry Higher Education
Experience
MIT December 2012 - Present
Fidelity Investments June 2010 - June 2012
Fidelity Investments July 2006 - May 2010
Fidelity Investments July 2003 - June 2006
Fidelity Investments March 1996 - June 2001
The Wrigley Company June 1991 - February 1996
Peace Corps 1985 - 1987
Skills
Change Management, Team Building, Product Management, CRM, Strategic Thinking, Process Improvement, Vendor Management, Strategic Planning, Business Process..., Project Management, Business Analysis, Salesforce.com..., Outsourcing Management, HCM, Analysis, Human Resources, Management
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
Middlebury College
Bachelor of Arts (BA)
MIT December 2012 - Present
Fidelity Investments June 2010 - June 2012
Fidelity Investments July 2006 - May 2010
Fidelity Investments July 2003 - June 2006
Fidelity Investments March 1996 - June 2001
The Wrigley Company June 1991 - February 1996
Peace Corps 1985 - 1987
Skills
Change Management, Team Building, Product Management, CRM, Strategic Thinking, Process Improvement, Vendor Management, Strategic Planning, Business Process..., Project Management, Business Analysis, Salesforce.com..., Outsourcing Management, HCM, Analysis, Human Resources, Management
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
Middlebury College
Bachelor of Arts (BA)
Peter DeBruin Peter DeBruin's Fidelity Investments Experience 1992 - 2000
Job VP, Sustainability Strategist & Global Head of Office of Environmental Sustainability
Industry Financial Services
Experience
State Street Corporation March 2009 - Present
State Street Corp. July 2000 - February 2009
Fidelity Investments 1992 - 2000
Xerox Corp. 1991 - 1992
Michigan State University August 1989 - May 1991
Scimitar North America 1988 - 1989
Eaton Vance Management 1986 - 1988
Skills
Corporate Social..., Sustainability, Change Management, Employee Engagement, Sustainability Strategy, Sustainability Reporting, ISO 14001, Environmental..., Stakeholder Engagement, Social Media, Process Improvement, Leadership, Public Speaking, Program Management, Project Management, Analysis, Strategy, Cross-functional Team..., Business Analysis, Management, Risk Management, Business Strategy, Strategic Planning, Vendor Management, Strategic Thinking, Research, Employee Relations
Education
Michigan State University - The Eli Broad College of Business 1989 — 1991
M.B.A., Materials & Logistics Management
University of Maine 1982 — 1986
BS, Business Administration
Hingham High School 1979 — 1982
State Street Corporation March 2009 - Present
State Street Corp. July 2000 - February 2009
Fidelity Investments 1992 - 2000
Xerox Corp. 1991 - 1992
Michigan State University August 1989 - May 1991
Scimitar North America 1988 - 1989
Eaton Vance Management 1986 - 1988
Skills
Corporate Social..., Sustainability, Change Management, Employee Engagement, Sustainability Strategy, Sustainability Reporting, ISO 14001, Environmental..., Stakeholder Engagement, Social Media, Process Improvement, Leadership, Public Speaking, Program Management, Project Management, Analysis, Strategy, Cross-functional Team..., Business Analysis, Management, Risk Management, Business Strategy, Strategic Planning, Vendor Management, Strategic Thinking, Research, Employee Relations
Education
Michigan State University - The Eli Broad College of Business 1989 — 1991
M.B.A., Materials & Logistics Management
University of Maine 1982 — 1986
BS, Business Administration
Hingham High School 1979 — 1982
Melissa (Missy) Mestrovich, CFP® Melissa (Missy) Mestrovich, CFP®'s Fidelity Investments Experience January 2014 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments August 2012 - December 2013
Fidelity Investments November 2010 - August 2012
Club 162 (Formerly Harry Caray's in Wrigley) July 2009 - August 2012
Edward Jones July 2009 - November 2010
Comerica June 2008 - July 2009
The Hive August 2007 - August 2008
Hooters of America August 2005 - June 2008
Skills
Finance, Banking, Training, CRM, Management, Investments, Analysis, Credit, Strategic Financial..., Time Management, Employee Training, Loans
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (MBA)
Michigan State University 2004 — 2008
Bachelors, Finance
Fidelity Investments January 2014 - Present
Fidelity Investments August 2012 - December 2013
Fidelity Investments November 2010 - August 2012
Club 162 (Formerly Harry Caray's in Wrigley) July 2009 - August 2012
Edward Jones July 2009 - November 2010
Comerica June 2008 - July 2009
The Hive August 2007 - August 2008
Hooters of America August 2005 - June 2008
Skills
Finance, Banking, Training, CRM, Management, Investments, Analysis, Credit, Strategic Financial..., Time Management, Employee Training, Loans
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (MBA)
Michigan State University 2004 — 2008
Bachelors, Finance
Brannan McDougald's Fidelity Investments Experience October 2014 - Present
Job User Experience Researcher at Fidelity Investments
Industry Research
Experience
Fidelity Investments October 2014 - Present
Bresslergroup May 2014 - October 2014
North Carolina State University August 2010 - April 2013
Trinity Industries October 2008 - March 2010
Alignment Group January 2007 - October 2008
Middle Tennessee State University September 2006 - May 2008
Skills
Human Factors, Task Analysis, Quantitative Research, User-centered Design, Statistics, Human Factors..., SPSS, Human Computer..., Survey Design, Usability Testing, Data Analysis, Heuristic Evaluation, Qualitative Research, User Experience, Usability, Cognition, Prototype, Mental Models, Situational Awareness, Interviewing Skills, Ethnography, Information Architecture, Research
Education
North Carolina State University 2010 — 2014
Ph.D., Human Factors Psychology
Middle Tennessee State University 2006 — 2008
Master's, Industrial/Organizational Psychology
The University of Georgia 2001 — 2005
B.S., Psychology
Fidelity Investments October 2014 - Present
Bresslergroup May 2014 - October 2014
North Carolina State University August 2010 - April 2013
Trinity Industries October 2008 - March 2010
Alignment Group January 2007 - October 2008
Middle Tennessee State University September 2006 - May 2008
Skills
Human Factors, Task Analysis, Quantitative Research, User-centered Design, Statistics, Human Factors..., SPSS, Human Computer..., Survey Design, Usability Testing, Data Analysis, Heuristic Evaluation, Qualitative Research, User Experience, Usability, Cognition, Prototype, Mental Models, Situational Awareness, Interviewing Skills, Ethnography, Information Architecture, Research
Education
North Carolina State University 2010 — 2014
Ph.D., Human Factors Psychology
Middle Tennessee State University 2006 — 2008
Master's, Industrial/Organizational Psychology
The University of Georgia 2001 — 2005
B.S., Psychology
Jaima (Jaima Sorrento) Baldwin Jaima (Jaima Sorrento) Baldwin's Fidelity Investments Experience November 1999 - January 2002
Job Photographer at Vinton Pond Photography
Industry Photography
Experience
Vinton Pond Photography January 2014 - Present
Hospitality Softnet, Inc. September 2010 - December 2014
MetLife Auto and Home July 2013 - June 2014
Fidelity Investments November 1999 - January 2002
Skills
Project Management, Creative Problem Solving, Mentoring and..., High Organizational..., Quality Assurance, Marketing, Customer Service, Photographer, Sales, Microsoft Office, Problem Solving
Education
Middlesex Community College 1988 — 1990
Associate of Arts and Sciences (A.A.S.), Paralegal Studies
Vinton Pond Photography January 2014 - Present
Hospitality Softnet, Inc. September 2010 - December 2014
MetLife Auto and Home July 2013 - June 2014
Fidelity Investments November 1999 - January 2002
Skills
Project Management, Creative Problem Solving, Mentoring and..., High Organizational..., Quality Assurance, Marketing, Customer Service, Photographer, Sales, Microsoft Office, Problem Solving
Education
Middlesex Community College 1988 — 1990
Associate of Arts and Sciences (A.A.S.), Paralegal Studies
Allen Bourgeois Allen Bourgeois's Fidelity Investments Experience March 1998 - November 2003
Job Business Analyst Looking for opportunities in Nashua, NH area or Northern Massachusetts area
Industry Computer Software
Experience
BA Essentials 2013 - 2015
Lewtan May 2013 - June 2013
RR Donnelley August 2012 - September 2012
Start Up Company March 2012 - July 2012
TJX January 2011 - October 2011
New Wave Integrated Solutions, LLC December 2008 - October 2010
Pegasystems August 2004 - October 2008
Fidelity Investments March 1998 - November 2003
Skills
PHP, Joomla, YUI, Zend Framework, MySQL, MVC, HTML/XML, XSL, Firebug, CSS, JavaScript, AJAX, Eclipse, Apache, Tomcat, Ant, SQL, Agile, Microsoft Office, CakePHP, Agile Methodologies, Web Services, Databases, Java, Software Development, Perl, Spring, Integration, Business Analysis, HTML, Requirements Analysis, Testing, Visual Basic, VB.NET, SDLC, Web Applications, jQuery, Quality Assurance
Education
Boston University, Metropolitan College
Information Technology
Middlesex Community College
Information Technology
New England Conservatory of Music
Music Education - 4 years
University of Massachusetts at Lowell
Information Technology
BA Essentials 2013 - 2015
Lewtan May 2013 - June 2013
RR Donnelley August 2012 - September 2012
Start Up Company March 2012 - July 2012
TJX January 2011 - October 2011
New Wave Integrated Solutions, LLC December 2008 - October 2010
Pegasystems August 2004 - October 2008
Fidelity Investments March 1998 - November 2003
Skills
PHP, Joomla, YUI, Zend Framework, MySQL, MVC, HTML/XML, XSL, Firebug, CSS, JavaScript, AJAX, Eclipse, Apache, Tomcat, Ant, SQL, Agile, Microsoft Office, CakePHP, Agile Methodologies, Web Services, Databases, Java, Software Development, Perl, Spring, Integration, Business Analysis, HTML, Requirements Analysis, Testing, Visual Basic, VB.NET, SDLC, Web Applications, jQuery, Quality Assurance
Education
Boston University, Metropolitan College
Information Technology
Middlesex Community College
Information Technology
New England Conservatory of Music
Music Education - 4 years
University of Massachusetts at Lowell
Information Technology
Derek Sanger Derek Sanger's Fidelity Investments Experience October 2009 - Present
Job Director, Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2009 - Present
Fidelity Investments August 2006 - March 2010
Fidelity Investments 2005 - 2006
Education
Middlebury College 1992 — 1996
Fidelity Investments October 2009 - Present
Fidelity Investments August 2006 - March 2010
Fidelity Investments 2005 - 2006
Education
Middlebury College 1992 — 1996
Tatjana Kudla Tatjana Kudla's Fidelity Investments Experience May 1999 - March 2000
Job Senior Digital Marketing Manager | Program Manager | SEM | SEO | Social | Mobile Apps | Content
Industry Information Technology and Services
Experience
eBay Inc February 2013 - Present
Dell September 2010 - January 2013
Dell October 2008 - July 2010
Dell, Inc. July 2007 - October 2008
Dell, Inc. May 2006 - July 2006
AXA Investment Managers May 2003 - April 2005
AXA Investment Managers April 2002 - May 2003
Citigroup Asset Management March 2000 - April 2002
Fidelity Investments May 1999 - March 2000
Education
Michigan State University - The Eli Broad College of Business 2005 — 2007
Master of Business Administration (MBA)
Ruhr-Universität Bochum
Master of Arts (MA)
eBay Inc February 2013 - Present
Dell September 2010 - January 2013
Dell October 2008 - July 2010
Dell, Inc. July 2007 - October 2008
Dell, Inc. May 2006 - July 2006
AXA Investment Managers May 2003 - April 2005
AXA Investment Managers April 2002 - May 2003
Citigroup Asset Management March 2000 - April 2002
Fidelity Investments May 1999 - March 2000
Education
Michigan State University - The Eli Broad College of Business 2005 — 2007
Master of Business Administration (MBA)
Ruhr-Universität Bochum
Master of Arts (MA)
Franca Ajama Franca Ajama's Fidelity Investments Experience June 2015 - Present
Job Sales Coop Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Genesis HealthCare July 2013 - June 2015
Macy's March 2011 - June 2013
Skills
Finance, Accounting, Customer Service, Sales, Mutual Funds, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Budgets, Healthcare, PowerPoint, Public Speaking, Event Planning, Teamwork, Strategic Planning, Research, Time Management
Education
University of Massachusetts Lowell - Manning School of Business 2014 — 2016
Bachelor's Degree, Finance
Middlesex Community College 2012 — 2014
Accounting and Business/Management
Fidelity Investments June 2015 - Present
Genesis HealthCare July 2013 - June 2015
Macy's March 2011 - June 2013
Skills
Finance, Accounting, Customer Service, Sales, Mutual Funds, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Budgets, Healthcare, PowerPoint, Public Speaking, Event Planning, Teamwork, Strategic Planning, Research, Time Management
Education
University of Massachusetts Lowell - Manning School of Business 2014 — 2016
Bachelor's Degree, Finance
Middlesex Community College 2012 — 2014
Accounting and Business/Management
Rashad Williams Rashad Williams's Fidelity Investments Experience July 2015 - Present
Job Investment Sales & Solution Representative
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
ADT February 2015 - July 2015
PLS Logistics Services September 2014 - January 2015
Duval County Public Schools December 2013 - August 2014
Comcast May 2013 - July 2014
PPG Industries July 2008 - May 2013
Skills
Selling, Microsoft Office, Supply Chain, Competitive Analysis, Logistics, Leadership, Value Selling, Inventory Management, B2B, Team Leadership, Cross-functional Team..., Sales Growth, Negotiation, Team Building, Product Marketing, Marketing, Sales, Customer Service, Sales Process, Microsoft Excel, Architectural Coatings, Business Planning, Customer Retention, Customer Satisfaction, Operations Management, Pricing, Manufacturing, Training, Cold Calling, Direct Sales, New Business Development, Sales Presentations, Outside Sales, Retail
Education
Middle Georgia College
General Studies
University of North Florida
Bachelor of Arts (BA), Political Science and Government
Fidelity Investments July 2015 - Present
ADT February 2015 - July 2015
PLS Logistics Services September 2014 - January 2015
Duval County Public Schools December 2013 - August 2014
Comcast May 2013 - July 2014
PPG Industries July 2008 - May 2013
Skills
Selling, Microsoft Office, Supply Chain, Competitive Analysis, Logistics, Leadership, Value Selling, Inventory Management, B2B, Team Leadership, Cross-functional Team..., Sales Growth, Negotiation, Team Building, Product Marketing, Marketing, Sales, Customer Service, Sales Process, Microsoft Excel, Architectural Coatings, Business Planning, Customer Retention, Customer Satisfaction, Operations Management, Pricing, Manufacturing, Training, Cold Calling, Direct Sales, New Business Development, Sales Presentations, Outside Sales, Retail
Education
Middle Georgia College
General Studies
University of North Florida
Bachelor of Arts (BA), Political Science and Government
Shane Mandes Shane Mandes's Fidelity Investments Experience March 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments July 2014 - March 2015
Wells Fargo Advisors, LLC January 2013 - July 2014
Kellogg, Huber, Hansen, Todd, Evans, & Figel PLLC May 2012 - January 2013
Rose Rock Group June 2011 - December 2012
Windward Entertainment January 2010 - December 2012
Skills
401k Rollovers, Retirement Planning, Financial Guidance, Wealth Preservation..., College Education..., Annuities, Life Insurance, Series 7, Series 66, Securities, Financial Analysis, Microsoft Office, Financial Markets, Strategic Planning, Financial Modeling, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Siebel
Education
Middlebury College
Bachelor of Arts (BA)
UNSW Australia
Fidelity Investments March 2015 - Present
Fidelity Investments July 2014 - March 2015
Wells Fargo Advisors, LLC January 2013 - July 2014
Kellogg, Huber, Hansen, Todd, Evans, & Figel PLLC May 2012 - January 2013
Rose Rock Group June 2011 - December 2012
Windward Entertainment January 2010 - December 2012
Skills
401k Rollovers, Retirement Planning, Financial Guidance, Wealth Preservation..., College Education..., Annuities, Life Insurance, Series 7, Series 66, Securities, Financial Analysis, Microsoft Office, Financial Markets, Strategic Planning, Financial Modeling, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Siebel
Education
Middlebury College
Bachelor of Arts (BA)
UNSW Australia
Kelly J. Canuteson, CPP Kelly J. Canuteson, CPP's Fidelity Investments Experience 1987 - 2000
Job Global Security Manager at Sabre
Industry Security and Investigations
Experience
Sabre Corporation December 2000 - Present
Fidelity Investments 1987 - 2000
Education
Michigan State University 2006 — 2008
Homeland Security Certification
Michigan State University 1982 — 1985
Bachelors of Arts, Criminal Justice
Richland College 1980 — 1982
Sabre Corporation December 2000 - Present
Fidelity Investments 1987 - 2000
Education
Michigan State University 2006 — 2008
Homeland Security Certification
Michigan State University 1982 — 1985
Bachelors of Arts, Criminal Justice
Richland College 1980 — 1982
Sheryl Arndt's Fidelity Investments Experience January 2014 - March 2015
Job Loan Officer at US Bank Home Mortgages
Industry Banking
Experience
U.S. Bank April 2015 - Present
Fidelity Investments January 2014 - March 2015
Springboard February 2012 - January 2014
SendOutCards 2006 - 2013
SL Start and Associates 2011 - 2011
New Mexico State University 2010 - 2011
Charter Bank 2009 - 2010
Charter Bank 2009 - 2009
Synerprises LLC 2004 - 2009
Premier 1st Choice Mortgage 2007 - 2008
Skills
Customer Service, Coaching, Leadership, Marketing, Windows, Small Business, Sales, Real Estate, Team Building, Negotiation, Mortgage Lending, Case Managment, Healthcare, Facebook, Retirement, Strategic Planning, Public Speaking, SEO, Entrepreneurship, Marketing Strategy, Online Marketing, Nonprofits, Public Relations, Social Media Marketing, Event Planning, New Business Development, Fundraising, Social Networking, Social Media, Business Development, Program Management, Leadership Development, Loans, Time Management, Advertising, Training, Management, Investment Properties, Networking, CRM, Insurance, Email Marketing, Finance, Start-ups, Investments, Refinance, Short Sales, Performance Management, Employee Training, Recruiting
Education
Michigan State University 1990 — 1994
Bachelor of Arts, Psychology and Criminal Justice
Grand Ledge High School 1987 — 1990
High School Diploma
U.S. Bank April 2015 - Present
Fidelity Investments January 2014 - March 2015
Springboard February 2012 - January 2014
SendOutCards 2006 - 2013
SL Start and Associates 2011 - 2011
New Mexico State University 2010 - 2011
Charter Bank 2009 - 2010
Charter Bank 2009 - 2009
Synerprises LLC 2004 - 2009
Premier 1st Choice Mortgage 2007 - 2008
Skills
Customer Service, Coaching, Leadership, Marketing, Windows, Small Business, Sales, Real Estate, Team Building, Negotiation, Mortgage Lending, Case Managment, Healthcare, Facebook, Retirement, Strategic Planning, Public Speaking, SEO, Entrepreneurship, Marketing Strategy, Online Marketing, Nonprofits, Public Relations, Social Media Marketing, Event Planning, New Business Development, Fundraising, Social Networking, Social Media, Business Development, Program Management, Leadership Development, Loans, Time Management, Advertising, Training, Management, Investment Properties, Networking, CRM, Insurance, Email Marketing, Finance, Start-ups, Investments, Refinance, Short Sales, Performance Management, Employee Training, Recruiting
Education
Michigan State University 1990 — 1994
Bachelor of Arts, Psychology and Criminal Justice
Grand Ledge High School 1987 — 1990
High School Diploma
Patrick McCallum Patrick McCallum's Fidelity Investments Experience January 2015 - Present
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Edward Jones June 2012 - January 2015
Edward Jones May 2011 - August 2011
Skills
CRM, Sales, Leadership, Marketing, Customer Service, Series 66 Licensed, Series 7 Licensed, Series 7, Uniform Combined State..., Teamwork, Retirement Planning, IRAs, 401k Rollovers, College Savings Plans, Life Insurance, Long Term Care Insurance, Municipal Bonds, Fixed Annuities, Variable Annuities, FINRA
Education
Michigan State University
Bachelor of Arts (BA), Marketing
Fidelity Investments January 2015 - Present
Edward Jones June 2012 - January 2015
Edward Jones May 2011 - August 2011
Skills
CRM, Sales, Leadership, Marketing, Customer Service, Series 66 Licensed, Series 7 Licensed, Series 7, Uniform Combined State..., Teamwork, Retirement Planning, IRAs, 401k Rollovers, College Savings Plans, Life Insurance, Long Term Care Insurance, Municipal Bonds, Fixed Annuities, Variable Annuities, FINRA
Education
Michigan State University
Bachelor of Arts (BA), Marketing
Rebecca Calvitt Rebecca Calvitt's Fidelity Investments Experience April 2015 - Present
Job Experienced Customer Service Professional Excelling in Consultative Listening and Effective Questioning
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
North Paw Animal Hospital June 2011 - Present
Southpoint Animal Hospital November 2014 - February 2015
Michigan State University February 2010 - December 2010
Park Veterinary Hospital June 2010 - August 2010
Skills
Microsoft Office, Customer Service, Problem Solving, Social Media, Conflict Resolution, Team Motivator, Client Education, Avimark, Impromed Infinity, Client Care, Facebook Marketing, Care Credit, Veterinary Medicine, Animal Behavior, Research, Writing, Animal Health, Zoology, Compliance, Microsoft Excel, Microsoft Word, Outlook, Microsoft Publisher, Event Planning
Education
Michigan State University 2007 — 2010
Bachelor of Science, Zoology with a degree focus on Animal Behavior and Neurobiology, 3.62
Washtenaw Community College 2006 — 2007
General Studies, 3.71
Fidelity Investments April 2015 - Present
North Paw Animal Hospital June 2011 - Present
Southpoint Animal Hospital November 2014 - February 2015
Michigan State University February 2010 - December 2010
Park Veterinary Hospital June 2010 - August 2010
Skills
Microsoft Office, Customer Service, Problem Solving, Social Media, Conflict Resolution, Team Motivator, Client Education, Avimark, Impromed Infinity, Client Care, Facebook Marketing, Care Credit, Veterinary Medicine, Animal Behavior, Research, Writing, Animal Health, Zoology, Compliance, Microsoft Excel, Microsoft Word, Outlook, Microsoft Publisher, Event Planning
Education
Michigan State University 2007 — 2010
Bachelor of Science, Zoology with a degree focus on Animal Behavior and Neurobiology, 3.62
Washtenaw Community College 2006 — 2007
General Studies, 3.71
Stephanie Henderson's Fidelity Investments Experience May 2014 - Present
Job Equity Research Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Fidelity Investments August 2011 - May 2014
Skills
Bloomberg, Equity Research, Valuation, Financial Modeling, Equities, Financial Analysis, Asset Management, Microsoft Excel, Investments, Finance, Mutual Funds, Equity Valuation, Spanish, Capital Markets, Equity Trading
Education
Middlebury College 2007 — 2011
Bachelor's degree, Political Science and Government
Fidelity Investments May 2014 - Present
Fidelity Investments August 2011 - May 2014
Skills
Bloomberg, Equity Research, Valuation, Financial Modeling, Equities, Financial Analysis, Asset Management, Microsoft Excel, Investments, Finance, Mutual Funds, Equity Valuation, Spanish, Capital Markets, Equity Trading
Education
Middlebury College 2007 — 2011
Bachelor's degree, Political Science and Government
Kyle Ashley's Fidelity Investments Experience June 2014 - Present
Job Asset Management Intern at Fidelity Investments
Industry
Experience
Fidelity Investments June 2014 - Present
StartupGrid January 2015 - January 2015
Skills
Business Analysis, Microsoft Excel, Microsoft Office, Analysis, Financial Analysis, Microsoft Word, Data Analysis, Team Leadership
Education
Middlebury College 2012 — 2016
Bachelor's Degree, Economics and Mathematics
Lincoln Sudbury Regional High School 2008 — 2012
High School
Fidelity Investments June 2014 - Present
StartupGrid January 2015 - January 2015
Skills
Business Analysis, Microsoft Excel, Microsoft Office, Analysis, Financial Analysis, Microsoft Word, Data Analysis, Team Leadership
Education
Middlebury College 2012 — 2016
Bachelor's Degree, Economics and Mathematics
Lincoln Sudbury Regional High School 2008 — 2012
High School
Sue Knall Sue Knall's Fidelity Investments Experience March 2006 - September 2013
Job Strategic Business, Product and Operations Management Consultant
Industry Financial Services
Experience
Fidelity Investments March 2006 - September 2013
Fidelity Investments May 2002 - March 2006
Fidelity Investments December 1997 - March 2002
CitiStreet (formerly Wellspring Resources, Watston Wyatt Worldwide) September 1995 - December 1997
Watson Wyatt Worldwide (The Wyatt Company) August 1992 - April 1996
General Motors August 1969 - August 1992
Skills
Program Management, Management, Product Management, Operations Management, Benefits Administration, Process Improvement, Corporate Benefits, Management Consulting, Solution Selling, New Business Development, Plan Compliance, Defined Benefit, Defined Contribution, Health & Welfare..., Benefit Communication, Business Analysis, Change Management, SDLC, Employee Benefits, Leadership, Training, Human Resources, Vendor Management, Strategy
Education
Michigan State University - The Eli Broad Graduate School of Management 1992 — 1994
Masters, Business Administration
Fidelity Investments March 2006 - September 2013
Fidelity Investments May 2002 - March 2006
Fidelity Investments December 1997 - March 2002
CitiStreet (formerly Wellspring Resources, Watston Wyatt Worldwide) September 1995 - December 1997
Watson Wyatt Worldwide (The Wyatt Company) August 1992 - April 1996
General Motors August 1969 - August 1992
Skills
Program Management, Management, Product Management, Operations Management, Benefits Administration, Process Improvement, Corporate Benefits, Management Consulting, Solution Selling, New Business Development, Plan Compliance, Defined Benefit, Defined Contribution, Health & Welfare..., Benefit Communication, Business Analysis, Change Management, SDLC, Employee Benefits, Leadership, Training, Human Resources, Vendor Management, Strategy
Education
Michigan State University - The Eli Broad Graduate School of Management 1992 — 1994
Masters, Business Administration
Katherine Waltner Katherine Waltner's Fidelity Investments Experience June 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Sigma Financial August 2012 - June 2015
Fidelity Investments June 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Customer Service, Series 7, Series 24, Finance, Series 66
Education
Michigan State University 2008 — 2012
Bachelor of Arts (BA), Finance
Huron
Fidelity Investments June 2015 - Present
Sigma Financial August 2012 - June 2015
Fidelity Investments June 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Customer Service, Series 7, Series 24, Finance, Series 66
Education
Michigan State University 2008 — 2012
Bachelor of Arts (BA), Finance
Huron
Sameer Chand CFP®'s Fidelity Investments Experience April 2013 - Present
Job Vice President, Financial Consultant, Private Client Group at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Fidelity Investments November 2010 - March 2013
Fidelity Investments November 2007 - October 2010
Fidelity Investments October 2006 - October 2007
Fidelity Investments June 2005 - September 2006
Skills
Mutual Funds, Series 7, Financial Services, Investments, Series 63, Relationship Management, Portfolio Management, Equities, Wealth Management, Retirement Planning, Securities, Fixed Income, Asset Management, Retirement, Risk Management, Asset Allocation, Banking, Insurance, Strategic Financial..., Financial Analysis, Financial Planning
Education
Michigan State University 2001 — 2005
Bachelor of Arts (B.A.), Finance, General
Fidelity Investments April 2013 - Present
Fidelity Investments November 2010 - March 2013
Fidelity Investments November 2007 - October 2010
Fidelity Investments October 2006 - October 2007
Fidelity Investments June 2005 - September 2006
Skills
Mutual Funds, Series 7, Financial Services, Investments, Series 63, Relationship Management, Portfolio Management, Equities, Wealth Management, Retirement Planning, Securities, Fixed Income, Asset Management, Retirement, Risk Management, Asset Allocation, Banking, Insurance, Strategic Financial..., Financial Analysis, Financial Planning
Education
Michigan State University 2001 — 2005
Bachelor of Arts (B.A.), Finance, General
Tim O'Shea Tim O'Shea's Fidelity Investments Experience June 2010 - January 2015
Job Vice President, Consulting Services at Graebel Relocation Services Worldwide, Inc.
Industry Human Resources
Experience
Graebel Relocation Services Worldwide, Inc. March 2015 - Present
Fidelity Investments June 2010 - January 2015
Fidelity Investments August 1998 - June 2010
Accenture 1994 - 1998
Independent School Teacher and Training Consultant February 1990 - June 1994
Skills
Expatriate Management, Relocation, Onboarding, Team Leadership, Strategic Planning, Team Building, Business Strategy, Vendor Relationships, Building Relationships, Program Management, Leadership, Process Improvement, Human Resources, Project Management, Business Process, Change Management, Consulting, HRIS
Education
Middlebury College 1985 — 1989
BA, American Studies, History, Political Science, cum laude with high honors
Chaminade High School, Mineola, NY 1982 — 1985
Graebel Relocation Services Worldwide, Inc. March 2015 - Present
Fidelity Investments June 2010 - January 2015
Fidelity Investments August 1998 - June 2010
Accenture 1994 - 1998
Independent School Teacher and Training Consultant February 1990 - June 1994
Skills
Expatriate Management, Relocation, Onboarding, Team Leadership, Strategic Planning, Team Building, Business Strategy, Vendor Relationships, Building Relationships, Program Management, Leadership, Process Improvement, Human Resources, Project Management, Business Process, Change Management, Consulting, HRIS
Education
Middlebury College 1985 — 1989
BA, American Studies, History, Political Science, cum laude with high honors
Chaminade High School, Mineola, NY 1982 — 1985
Olivia Cowenhoven's Fidelity Investments Experience October 2011 - May 2013
Job Marketing and Business Development Manager at Ackert Inc.
Industry Computer Software
Experience
Ackert Inc. July 2014 - Present
Timberland December 2013 - March 2014
Fidelity Investments October 2011 - May 2013
UConn Office of Environmental Policy August 2009 - May 2011
Environment America June 2007 - August 2010
Skills
Marketing, Business Development, Event Planning, Management, Leadership, Social Media Marketing, Fundraising, Public Speaking, Research, Social Networking, Social Media, Nonprofits, Environmental Science, Project Planning, Data Analysis, Sustainability, Customer Service, Microsoft Excel, Strategic Planning, Publications, Public Relations, Proposal Writing, Office Administration, Digital Marketing, CRM, WordPress, Project Management, Sales, Writing, Report Writing, Networking, Environmental Policy, Volunteer Management, Community Outreach, Marketing Strategy, Product Marketing, SaaS, Lead Generation, Graphic Design, Video Editing, Cloud Applications, Marketing Communications, Pipeline Management, Event Management, Program Development, Spanish, Green Initiatives, Political Campaigns, Marketing Management, New Business Development
Education
The University of Connecticut 2007 — 2011
Cum Laude, Bachelor of Science degree, Environmental Science, 3.6 GPA
Middlebury College 2008 — 2008
College Course Credits, Advanced Spanish, 4.0 GPA
Ackert Inc. July 2014 - Present
Timberland December 2013 - March 2014
Fidelity Investments October 2011 - May 2013
UConn Office of Environmental Policy August 2009 - May 2011
Environment America June 2007 - August 2010
Skills
Marketing, Business Development, Event Planning, Management, Leadership, Social Media Marketing, Fundraising, Public Speaking, Research, Social Networking, Social Media, Nonprofits, Environmental Science, Project Planning, Data Analysis, Sustainability, Customer Service, Microsoft Excel, Strategic Planning, Publications, Public Relations, Proposal Writing, Office Administration, Digital Marketing, CRM, WordPress, Project Management, Sales, Writing, Report Writing, Networking, Environmental Policy, Volunteer Management, Community Outreach, Marketing Strategy, Product Marketing, SaaS, Lead Generation, Graphic Design, Video Editing, Cloud Applications, Marketing Communications, Pipeline Management, Event Management, Program Development, Spanish, Green Initiatives, Political Campaigns, Marketing Management, New Business Development
Education
The University of Connecticut 2007 — 2011
Cum Laude, Bachelor of Science degree, Environmental Science, 3.6 GPA
Middlebury College 2008 — 2008
College Course Credits, Advanced Spanish, 4.0 GPA
Andrew LeGalley's Fidelity Investments Experience February 2010 - June 2010
Job Enterprise Account Manager at Varonis
Industry Information Technology and Services
Experience
Varonis October 2014 - Present
CommVault July 2010 - October 2014
Fidelity Investments February 2010 - June 2010
StorCOM March 2009 - January 2010
Van Kampen Investments August 2007 - July 2008
Hertz Local Edition January 2006 - May 2006
Advanced Systems and Support Plc May 2004 - August 2004
Skills
Salesforce.com, Sales, Management, Account Management, Leadership, Customer Service, New Business Development, Strategy, Sales Management, Storage, Training, Team Leadership, Negotiation, Budgeting, Microsoft Office, Funding, Scheduling, Telephone Skills, Selling, Excel, Outlook, Forecasting, Word, PowerPoint, Customer Relations, Problem Solving, Channel Partner..., Webinars, Sales Operations, Sales Process, Prospecting Skills, Prospecting New Accounts
Education
Stetson University 2005 — 2006
Masters, Business, 3.7/ 4.0 scale
Michigan State University - The Eli Broad College of Business 2002 — 2004
Bachelors, Business- Pre-Law
University of New South Wales 2003 — 2003
Study Abroad with focus in Finance and Economics, Business Administration and Management, General
Varonis October 2014 - Present
CommVault July 2010 - October 2014
Fidelity Investments February 2010 - June 2010
StorCOM March 2009 - January 2010
Van Kampen Investments August 2007 - July 2008
Hertz Local Edition January 2006 - May 2006
Advanced Systems and Support Plc May 2004 - August 2004
Skills
Salesforce.com, Sales, Management, Account Management, Leadership, Customer Service, New Business Development, Strategy, Sales Management, Storage, Training, Team Leadership, Negotiation, Budgeting, Microsoft Office, Funding, Scheduling, Telephone Skills, Selling, Excel, Outlook, Forecasting, Word, PowerPoint, Customer Relations, Problem Solving, Channel Partner..., Webinars, Sales Operations, Sales Process, Prospecting Skills, Prospecting New Accounts
Education
Stetson University 2005 — 2006
Masters, Business, 3.7/ 4.0 scale
Michigan State University - The Eli Broad College of Business 2002 — 2004
Bachelors, Business- Pre-Law
University of New South Wales 2003 — 2003
Study Abroad with focus in Finance and Economics, Business Administration and Management, General
Carolyn J. Palo's Fidelity Investments Experience October 2006 - June 2007
Job Student Technical Writing
Industry Writing and Editing
Experience
Saks Fifth Avenue October 2010 - Present
CRASH communications September 2008 - January 2010
Fidelity Investments October 2006 - June 2007
Hachette Book Group USA (Formerly Time Warner Book Group/Little, Brown & Company August 2000 - October 2006
Time Warner Book Group/Little, Brown & Company April 1997 - August 2000
NEBS February 1988 - June 1996
Skills
Social Media, Marketing Communications, Business Development, Program Management, Management, Cross-functional Team..., Public Relations, Project Management, Leadership, Team Building, Vendor Management, Strategy, Retail, Contract Negotiation, B2B, Account Management, Training, Recruiting, E-commerce, Analysis, Sales, Entrepreneurship, Sales Management, Performance Management, Business Strategy, New Business Development, Salesforce.com, Start-ups, Strategic Partnerships, Customer Service, Team Leadership, Project Planning, Lead Generation
Education
Middlesex Community College 2015 — 2016
Technical Writing
Simmons College 2000 — 2003
M.S., Communications Management
Fitchburg State University 1987 — 1991
B.A., English/Professional Writing
Saks Fifth Avenue October 2010 - Present
CRASH communications September 2008 - January 2010
Fidelity Investments October 2006 - June 2007
Hachette Book Group USA (Formerly Time Warner Book Group/Little, Brown & Company August 2000 - October 2006
Time Warner Book Group/Little, Brown & Company April 1997 - August 2000
NEBS February 1988 - June 1996
Skills
Social Media, Marketing Communications, Business Development, Program Management, Management, Cross-functional Team..., Public Relations, Project Management, Leadership, Team Building, Vendor Management, Strategy, Retail, Contract Negotiation, B2B, Account Management, Training, Recruiting, E-commerce, Analysis, Sales, Entrepreneurship, Sales Management, Performance Management, Business Strategy, New Business Development, Salesforce.com, Start-ups, Strategic Partnerships, Customer Service, Team Leadership, Project Planning, Lead Generation
Education
Middlesex Community College 2015 — 2016
Technical Writing
Simmons College 2000 — 2003
M.S., Communications Management
Fitchburg State University 1987 — 1991
B.A., English/Professional Writing
Cathy Carita Cathy Carita's Fidelity Investments Experience January 2006 - Present
Job Senior Writer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2006 - Present
The Massachusetts Bar Association 1999 - 2001
Community Newspaper Company 1997 - 1999
The Salem Evening News 1993 - 1996
Skills
Visio, Technical Writing, Financial Services, Internal Communications, Mutual Funds, Social Media, Editing, Project Management, Marketing Communications, Instructional Design
Education
Suffolk University 1991 — 1994
Middlesex Community College 1982 — 1984
Fidelity Investments January 2006 - Present
The Massachusetts Bar Association 1999 - 2001
Community Newspaper Company 1997 - 1999
The Salem Evening News 1993 - 1996
Skills
Visio, Technical Writing, Financial Services, Internal Communications, Mutual Funds, Social Media, Editing, Project Management, Marketing Communications, Instructional Design
Education
Suffolk University 1991 — 1994
Middlesex Community College 1982 — 1984
William Hightower's Fidelity Investments Experience July 2011 - February 2013
Job President at Hightower Financial Solutions
Industry Financial Services
Experience
Hightower Financial Solutions April 2014 - Present
Balani Custom Clothiers June 2013 - June 2015
Fidelity Investments July 2011 - February 2013
Fidelity Investments September 2007 - July 2011
J.P. Morgan June 2006 - September 2007
Skills
Investments, Mutual Funds, Retirement Planning, Series 7, Series 63, Financial Services, Wealth Management, Insurance, Manage Client..., Asset Managment, Customer Satisfaction, Presentations
Education
Michigan State University 2001 — 2005
Human Resource Management, Management
Hightower Financial Solutions April 2014 - Present
Balani Custom Clothiers June 2013 - June 2015
Fidelity Investments July 2011 - February 2013
Fidelity Investments September 2007 - July 2011
J.P. Morgan June 2006 - September 2007
Skills
Investments, Mutual Funds, Retirement Planning, Series 7, Series 63, Financial Services, Wealth Management, Insurance, Manage Client..., Asset Managment, Customer Satisfaction, Presentations
Education
Michigan State University 2001 — 2005
Human Resource Management, Management
J.J. Gilmartin's Fidelity Investments Experience 2013 - Present
Job
Industry Marketing and Advertising
Experience
EF Education First 2014 - Present
Fidelity Investments 2013 - Present
Education
Middlebury College
B.A.
EF Education First 2014 - Present
Fidelity Investments 2013 - Present
Education
Middlebury College
B.A.
Charna Buchbinder Zeller's Fidelity Investments Experience 1996 - 1998
Job Career Resource Specialist at Work Opportunities Unlimited
Industry Individual & Family Services
Experience
Work Opportunities Unlimited December 2014 - Present
Impact Events 2006 - 2012
KAZ, Inc. July 2007 - March 2008
dba GraphicTraffic August 2006 - June 2007
Hollister - Creative Division March 2006 - August 2006
dba Graphic Traffic March 1993 - February 2006
Mullen Advertising 2004 - 2005
Directech 1994 - 2002
Directech eMerge 1996 - 2001
Fidelity Investments 1996 - 1998
Skills
Networking, Social Media, Teaching, Recruiting, Direct Mail, Advertising, Direct Marketing, Adobe Creative Suite, Marketing, Integrated Marketing, Marketing Communications, Adobe Acrobat, Email Marketing, Packaging, QuarkXPress, Managed Print Services, Print Management, Creative Direction, Management, Account Management, Digital Printing, Digital Marketing, Corporate Branding, Multi-channel Marketing, Event Planning, B2B, Purchasing, Graphic Design, Collateral, Operations Management, Graphics, Online Advertising, Brand Development, Concept Development, Project Management, Production Managment, Sales, Digital Strategy, B2B Marketing, Corporate Identity, Online Marketing, Trade Shows, Interactive Marketing, Marketing Strategy, Social Media Marketing, SEO, E-commerce, Creative Strategy, Relationship Marketing, Digital Media
Education
Middlesex Community College
Certificate in Social Media
University of Massachusetts, Amherst
English Literature
Work Opportunities Unlimited December 2014 - Present
Impact Events 2006 - 2012
KAZ, Inc. July 2007 - March 2008
dba GraphicTraffic August 2006 - June 2007
Hollister - Creative Division March 2006 - August 2006
dba Graphic Traffic March 1993 - February 2006
Mullen Advertising 2004 - 2005
Directech 1994 - 2002
Directech eMerge 1996 - 2001
Fidelity Investments 1996 - 1998
Skills
Networking, Social Media, Teaching, Recruiting, Direct Mail, Advertising, Direct Marketing, Adobe Creative Suite, Marketing, Integrated Marketing, Marketing Communications, Adobe Acrobat, Email Marketing, Packaging, QuarkXPress, Managed Print Services, Print Management, Creative Direction, Management, Account Management, Digital Printing, Digital Marketing, Corporate Branding, Multi-channel Marketing, Event Planning, B2B, Purchasing, Graphic Design, Collateral, Operations Management, Graphics, Online Advertising, Brand Development, Concept Development, Project Management, Production Managment, Sales, Digital Strategy, B2B Marketing, Corporate Identity, Online Marketing, Trade Shows, Interactive Marketing, Marketing Strategy, Social Media Marketing, SEO, E-commerce, Creative Strategy, Relationship Marketing, Digital Media
Education
Middlesex Community College
Certificate in Social Media
University of Massachusetts, Amherst
English Literature
Perry Chlan's Fidelity Investments Experience April 2008 - Present
Job SVP, Public Relations, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2008 - Present
Fidelity Investments May 1995 - April 2008
Sears, Roebuck & Co. August 1990 - May 1995
Allstate Insurance Company June 1986 - August 1990
Burson-Marsteller August 1981 - June 1986
Skills
Public Relations, Issues Management, Media Relations, Spokesperson training, Internal Communication, Communication Strategy, Advice & Counsel
Education
Michigan State University 1978 — 1981
BA, Communications
AHS
Fidelity Investments April 2008 - Present
Fidelity Investments May 1995 - April 2008
Sears, Roebuck & Co. August 1990 - May 1995
Allstate Insurance Company June 1986 - August 1990
Burson-Marsteller August 1981 - June 1986
Skills
Public Relations, Issues Management, Media Relations, Spokesperson training, Internal Communication, Communication Strategy, Advice & Counsel
Education
Michigan State University 1978 — 1981
BA, Communications
AHS
Carlos Greene's Fidelity Investments Experience March 1998 - October 2011
Job Managing Director Retirement Solutions at Nationwide Insurance
Industry Financial Services
Experience
Nationwide Insurance October 2011 - Present
The Goal Planner, LLC March 2011 - Present
Fidelity Investments March 1998 - October 2011
Fidelity Investments May 2000 - May 2005
Fidelity Investments March 1998 - May 2000
BT Services, TN March 1992 - March 1998
Skills
Strategic Planning, Consulting, Leadership, Insurance, Portfolio Management, CRM, Management, Business Planning, Relationship Management, Leadership Development, Financial Services, Employee Benefits, Retirement, Retirement Planning, Pensions, Customer Satisfaction, Public Speaking, Investments, Customer Retention, Team Building
Education
Trevecca Nazarene University 1996 — 1998
MA, Organizational Management
Middle Tennessee State University 1982 — 1986
BBA, Marketing
Nationwide Insurance October 2011 - Present
The Goal Planner, LLC March 2011 - Present
Fidelity Investments March 1998 - October 2011
Fidelity Investments May 2000 - May 2005
Fidelity Investments March 1998 - May 2000
BT Services, TN March 1992 - March 1998
Skills
Strategic Planning, Consulting, Leadership, Insurance, Portfolio Management, CRM, Management, Business Planning, Relationship Management, Leadership Development, Financial Services, Employee Benefits, Retirement, Retirement Planning, Pensions, Customer Satisfaction, Public Speaking, Investments, Customer Retention, Team Building
Education
Trevecca Nazarene University 1996 — 1998
MA, Organizational Management
Middle Tennessee State University 1982 — 1986
BBA, Marketing
Donn Froshiesar's Fidelity Investments Experience September 1996 - July 2000
Job Director, Global Consumer Insights at Citi
Industry Banking
Experience
Citi January 2015 - Present
Citi December 2011 - Present
Citi November 2009 - December 2011
Citi March 2009 - November 2009
Citi June 2005 - March 2009
Citi August 2004 - June 2005
American Express Co. December 2003 - August 2004
American Express Co. June 2002 - December 2003
Fidelity Investments September 1996 - July 2000
Skills
Credit Cards, Strategy, Cross-functional Team..., Market Research, Analytics, Segmentation, Integrated Marketing, Customer Insight, Financial Modeling, Portfolio Management, Financial Services, Analysis
Education
Yale University - Yale School of Management 2000 — 2002
M.B.A., Strategy
Middlebury College 1992 — 1996
Bachelor of Arts (B.A.), International Economics
Citi January 2015 - Present
Citi December 2011 - Present
Citi November 2009 - December 2011
Citi March 2009 - November 2009
Citi June 2005 - March 2009
Citi August 2004 - June 2005
American Express Co. December 2003 - August 2004
American Express Co. June 2002 - December 2003
Fidelity Investments September 1996 - July 2000
Skills
Credit Cards, Strategy, Cross-functional Team..., Market Research, Analytics, Segmentation, Integrated Marketing, Customer Insight, Financial Modeling, Portfolio Management, Financial Services, Analysis
Education
Yale University - Yale School of Management 2000 — 2002
M.B.A., Strategy
Middlebury College 1992 — 1996
Bachelor of Arts (B.A.), International Economics
Heidi Harring's Fidelity Investments Experience 2003 - 2008
Job SVP Innovation Team at Citizens Bank
Industry Consumer Services
Experience
Citizens Bank July 2009 - Present
Fidelity Investments 2003 - 2008
S&H Greenpoints 2000 - 2003
BayBank/BankBoston/Fleet 1995 - 2000
Education
The Tuck School of Business at Dartmouth 1986 — 1988
MBA
Middlebury College 1978 — 1982
Citizens Bank July 2009 - Present
Fidelity Investments 2003 - 2008
S&H Greenpoints 2000 - 2003
BayBank/BankBoston/Fleet 1995 - 2000
Education
The Tuck School of Business at Dartmouth 1986 — 1988
MBA
Middlebury College 1978 — 1982
Laura Robb's Fidelity Investments Experience 1999 - 2001
Job WW Sales Comp at Juniper Networks
Industry Computer Networking
Experience
Juniper Networks August 2001 - Present
Ezenia 2001 - 2002
Fidelity Investments 1999 - 2001
Biogen 1997 - 1999
Payroll Supervisor 1997 - 1999
Biogen IDEC 1997 - 1999
Lotus Development 1991 - 1997
Interleaf 1986 - 1991
Skills
Deferred Compensation, Payroll, SaaS, Cross-functional Team..., Salesforce.com, Enterprise Software
Education
Michigan State University 1978 — 1982
Bachelor of Arts (BA)
Juniper Networks August 2001 - Present
Ezenia 2001 - 2002
Fidelity Investments 1999 - 2001
Biogen 1997 - 1999
Payroll Supervisor 1997 - 1999
Biogen IDEC 1997 - 1999
Lotus Development 1991 - 1997
Interleaf 1986 - 1991
Skills
Deferred Compensation, Payroll, SaaS, Cross-functional Team..., Salesforce.com, Enterprise Software
Education
Michigan State University 1978 — 1982
Bachelor of Arts (BA)
Brian Masinick's Fidelity Investments Experience July 2007 - January 2009
Job Unfranchise Owner at Market America Unfranchise Owner
Industry Automotive
Experience
Sowing Seeds of Faith March 2003 - Present
Market America Unfranchise Owner May 2010 - September 2011
Merchants Automotive Group November 2009 - June 2010
MEPIS 2003 - 2010
Masinick Consulting 1999 - 2010
Fidelity Investments July 2007 - January 2009
Fidelity Investments September 2005 - July 2007
The Eliassen Group 1999 - 1999
Digital Equipment Corporation 1985 - 1998
General Motors Corporation 1979 - 1985
Skills
Mailing List Editor, IT Project Management, Technical Writing, Windows, Project Management, Linux, Unix, SDLC, Agile Testing, Requirements Analysis, Consulting, SharePoint, Testing, HTML, Budgets, Cloud Computing, Disaster Recovery, ERP, Business Intelligence, Data Center, Program Management, Shell Scripting, User Acceptance Testing, Access, Business Analysis, Software Development, Agile Methodologies, Telecommunications, Software Project..., Databases, Software Quality..., Vendor Management, Integration, Requirements Gathering, Operating Systems, Scrum, IT Management, Networking, Enterprise Software, System Administration, Team Leadership, Process Improvement, Software Engineering, Leadership, Quality Assurance, Web Applications, Software Documentation, Oracle, SQL, Security
Education
University of Phoenix 1999 — 2001
Master of Science, Computer Information Systems
Michigan Technological University 1975 — 1979
Bachelor of Science, Computer Science
Sowing Seeds of Faith March 2003 - Present
Market America Unfranchise Owner May 2010 - September 2011
Merchants Automotive Group November 2009 - June 2010
MEPIS 2003 - 2010
Masinick Consulting 1999 - 2010
Fidelity Investments July 2007 - January 2009
Fidelity Investments September 2005 - July 2007
The Eliassen Group 1999 - 1999
Digital Equipment Corporation 1985 - 1998
General Motors Corporation 1979 - 1985
Skills
Mailing List Editor, IT Project Management, Technical Writing, Windows, Project Management, Linux, Unix, SDLC, Agile Testing, Requirements Analysis, Consulting, SharePoint, Testing, HTML, Budgets, Cloud Computing, Disaster Recovery, ERP, Business Intelligence, Data Center, Program Management, Shell Scripting, User Acceptance Testing, Access, Business Analysis, Software Development, Agile Methodologies, Telecommunications, Software Project..., Databases, Software Quality..., Vendor Management, Integration, Requirements Gathering, Operating Systems, Scrum, IT Management, Networking, Enterprise Software, System Administration, Team Leadership, Process Improvement, Software Engineering, Leadership, Quality Assurance, Web Applications, Software Documentation, Oracle, SQL, Security
Education
University of Phoenix 1999 — 2001
Master of Science, Computer Information Systems
Michigan Technological University 1975 — 1979
Bachelor of Science, Computer Science
Daryl Ashley's Fidelity Investments Experience May 2011 - Present
Job VP, Solution Architecture at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments May 2011 - Present
Affiliated Computer Services September 2009 - May 2011
Workscape, Inc February 1997 - November 2008
Workscape 1997 - 2008
ADP 1996 - 1997
Williams, Thacher & Rand 1990 - 1996
Metropolitan Life 1985 - 1990
Metlife 1985 - 1990
Skills
Product Management, Employee Benefits, Vendor Management, Consulting, Leadership, SaaS, Outsourcing, Enterprise Software
Education
Middlebury College 1981 — 1985
Fidelity Investments May 2011 - Present
Affiliated Computer Services September 2009 - May 2011
Workscape, Inc February 1997 - November 2008
Workscape 1997 - 2008
ADP 1996 - 1997
Williams, Thacher & Rand 1990 - 1996
Metropolitan Life 1985 - 1990
Metlife 1985 - 1990
Skills
Product Management, Employee Benefits, Vendor Management, Consulting, Leadership, SaaS, Outsourcing, Enterprise Software
Education
Middlebury College 1981 — 1985
Gordon Kelly's Fidelity Investments Experience 2005 - February 2010
Job at
Industry Financial Services
Experience
HR Access, a Fidelity Investments Company February 2010 - Present
Fidelity Investments 2005 - February 2010
Paycom DFW September 2004 - September 2005
Fidelity Investments April 2001 - September 2004
Payroll 1 December 1993 - December 2000
Pepsi Bottling Group December 1992 - December 1993
Pepsi Bottling Group September 1990 - December 1992
Pepsi Bottling Group September 1989 - September 1990
Comdisco Resources, Inc. August 1985 - September 1989
Education
Michigan State University 1982 — 1985
BA, Accounting
HR Access, a Fidelity Investments Company February 2010 - Present
Fidelity Investments 2005 - February 2010
Paycom DFW September 2004 - September 2005
Fidelity Investments April 2001 - September 2004
Payroll 1 December 1993 - December 2000
Pepsi Bottling Group December 1992 - December 1993
Pepsi Bottling Group September 1990 - December 1992
Pepsi Bottling Group September 1989 - September 1990
Comdisco Resources, Inc. August 1985 - September 1989
Education
Michigan State University 1982 — 1985
BA, Accounting
Joan Puopolo's Fidelity Investments Experience April 2002 - March 2010
Job Office Professional, Research & Development at Dow Chemical Company
Industry Financial Services
Experience
Dow Chemical Company June 2011 - Present
Fidelity Investments April 2002 - March 2010
Quantum September 2000 - May 2001
Health Alliance April 1999 - July 2000
Corning Lasertron 1996 - 1999
M/A-COM June 1979 - June 1996
Skills
Research, PowerPoint, Marketing Strategy, Management, Customer Service, Administrative..., Microsoft Excel
Education
Middlesex Community College
Reading High School
Dow Chemical Company June 2011 - Present
Fidelity Investments April 2002 - March 2010
Quantum September 2000 - May 2001
Health Alliance April 1999 - July 2000
Corning Lasertron 1996 - 1999
M/A-COM June 1979 - June 1996
Skills
Research, PowerPoint, Marketing Strategy, Management, Customer Service, Administrative..., Microsoft Excel
Education
Middlesex Community College
Reading High School
Margo Amorelli, CPP's Fidelity Investments Experience July 2007 - May 2011
Job Employee Finance Manager at Northern Power Systems
Industry Accounting
Experience
Northern Power Systems February 2012 - Present
Northern Power Systems 2011 - 2015
Northern Power Systems 2011 - 2015
Northern Power Systems 2011 - 2015
Fidelity Investments July 2007 - May 2011
Northern Power Systems 2011 - 2011
Northern Power Systems 2011 - 2011
Fidelity Investments October 2005 - July 2007
Fidelity Investments October 1999 - June 2005
Skills
Payroll, Business Analysis, Customer Relations, Program Management, ADP Payroll, Concur, Great Plain
Education
University of Phoenix 2011 — 2015
Bachelor of Science, Management, 3.5
Middlesex Community College
Associate of Science, Business Administration
Northern Power Systems February 2012 - Present
Northern Power Systems 2011 - 2015
Northern Power Systems 2011 - 2015
Northern Power Systems 2011 - 2015
Fidelity Investments July 2007 - May 2011
Northern Power Systems 2011 - 2011
Northern Power Systems 2011 - 2011
Fidelity Investments October 2005 - July 2007
Fidelity Investments October 1999 - June 2005
Skills
Payroll, Business Analysis, Customer Relations, Program Management, ADP Payroll, Concur, Great Plain
Education
University of Phoenix 2011 — 2015
Bachelor of Science, Management, 3.5
Middlesex Community College
Associate of Science, Business Administration
Jo Monell's Fidelity Investments Experience 2005 - 2008
Job Senior Director, Institutional Product Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2009 - Present
Fidelity Investments 2005 - 2008
Fidelity Investments 2001 - 2005
Scudder Kemper Investments 1998 - 2001
Bronner Slosberg Humphrey 1997 - 1997
Northwest Airlines 1994 - 1997
Skills
Cross-functional Team..., Product Management, Strategy, Product Marketing, CRM, Marketing Strategy, Program Management, Market Research, Direct Marketing, Business Analysis, Analytics, Integrated Marketing
Education
Yale University - Yale School of Management 1992 — 1994
MBA
Middlebury College
B.A.
TIAA-CREF March 2009 - Present
Fidelity Investments 2005 - 2008
Fidelity Investments 2001 - 2005
Scudder Kemper Investments 1998 - 2001
Bronner Slosberg Humphrey 1997 - 1997
Northwest Airlines 1994 - 1997
Skills
Cross-functional Team..., Product Management, Strategy, Product Marketing, CRM, Marketing Strategy, Program Management, Market Research, Direct Marketing, Business Analysis, Analytics, Integrated Marketing
Education
Yale University - Yale School of Management 1992 — 1994
MBA
Middlebury College
B.A.
Ken Ayotte's Fidelity Investments Experience 1993 - Present
Job Vice President at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments 1993 - Present
Education
Michigan State University
Fidelity Investments 1993 - Present
Education
Michigan State University
Bonnie Orr's Fidelity Investments Experience February 1996 - December 1997
Job at Bank of America
Industry Banking
Experience
Bank of America June 2009 - Present
Sabre Holdings May 2000 - June 2009
Technology Enablers, Inc June 1998 - May 2000
Computer City January 1998 - May 1998
Fidelity Investments February 1996 - December 1997
Harris Methodist Health System January 1993 - February 1996
CSX LIS August 1991 - December 1992
Skills
Java, Software Development, Agile Methodologies
Education
Michigan State University 1989 — 1991
Master of Science, Computer Science
Northern Michigan University 1985 — 1989
Bachelor of Science, Computer Science
Bank of America June 2009 - Present
Sabre Holdings May 2000 - June 2009
Technology Enablers, Inc June 1998 - May 2000
Computer City January 1998 - May 1998
Fidelity Investments February 1996 - December 1997
Harris Methodist Health System January 1993 - February 1996
CSX LIS August 1991 - December 1992
Skills
Java, Software Development, Agile Methodologies
Education
Michigan State University 1989 — 1991
Master of Science, Computer Science
Northern Michigan University 1985 — 1989
Bachelor of Science, Computer Science
Nick Stolos's Fidelity Investments Experience March 2004 - May 2009
Job Director Of Technology at Epsilon
Industry Financial Services
Experience
Epsilon April 2010 - Present
Fidelity Investments March 2004 - May 2009
Fidelity Investments June 1998 - August 2004
Oracle March 1995 - June 1998
CSC January 1991 - August 1995
Raytheon Missile Systems June 1984 - January 1991
Skills
Erwin, Sybase, Unix, SQL, Oracle, SDLC, Data Warehousing, Java, Agile Methodologies, Business Intelligence, Testing, ETL, Software Development, Visual Basic, PL/SQL, SOA
Education
Southern New Hampshire University 1985 — 1987
MBA
Wentworth Institute of Technology 1982 — 1984
BSCS, Computer Science
Middlesex Community College 1979 — 1981
ASCT, Computer Science
Epsilon April 2010 - Present
Fidelity Investments March 2004 - May 2009
Fidelity Investments June 1998 - August 2004
Oracle March 1995 - June 1998
CSC January 1991 - August 1995
Raytheon Missile Systems June 1984 - January 1991
Skills
Erwin, Sybase, Unix, SQL, Oracle, SDLC, Data Warehousing, Java, Agile Methodologies, Business Intelligence, Testing, ETL, Software Development, Visual Basic, PL/SQL, SOA
Education
Southern New Hampshire University 1985 — 1987
MBA
Wentworth Institute of Technology 1982 — 1984
BSCS, Computer Science
Middlesex Community College 1979 — 1981
ASCT, Computer Science
Brian Masinick's Fidelity Investments Experience September 2005 - January 2006
Job Test Manager at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial May 2014 - Present
Masinick Consulting December 2001 - Present
Auto Club Group December 2013 - February 2014
Acxiom April 2013 - October 2013
Self Employed March 2012 - April 2013
HP Enterprise Services November 2011 - February 2012
TEKsystems / Hewlett Packard Enterprise Services November 2011 - February 2012
Merchants Automotive Group November 2009 - June 2010
Veritude January 2006 - January 2009
Fidelity Investments September 2005 - January 2006
Skills
Testing, Agile Methodologies, Unix, Perl, Software Documentation, Quality Assurance, User Acceptance Testing, Software Quality..., SDLC, Linux, Linux Desktop, Visio, Operating Systems, Customer Service, Requirements Analysis, Shell Scripting, Requirements Gathering, Process Improvement, Data Warehousing, Solaris, Software Engineering, Customer Satisfaction, Bash, Windows, Android, System Integration..., Analysis, System Administration, Servers, Test Planning, C++, Ksh, Management, Networking, Software Development, Integration, Telecommunications, Test Automation, Customer Oriented, Microsoft Office, Software Analysis, Production Readiness, Project Management, SQL, Software Project..., Python, Databases, Vendor Management, Korn Shell, Linux Review Analyst
Education
University of Phoenix 1999 — 2001
Master's degree, Computer and Information Sciences, General, 3.82
Michigan Technological University 1975 — 1979
Bachelor of Science, Computer Science
Ally Financial May 2014 - Present
Masinick Consulting December 2001 - Present
Auto Club Group December 2013 - February 2014
Acxiom April 2013 - October 2013
Self Employed March 2012 - April 2013
HP Enterprise Services November 2011 - February 2012
TEKsystems / Hewlett Packard Enterprise Services November 2011 - February 2012
Merchants Automotive Group November 2009 - June 2010
Veritude January 2006 - January 2009
Fidelity Investments September 2005 - January 2006
Skills
Testing, Agile Methodologies, Unix, Perl, Software Documentation, Quality Assurance, User Acceptance Testing, Software Quality..., SDLC, Linux, Linux Desktop, Visio, Operating Systems, Customer Service, Requirements Analysis, Shell Scripting, Requirements Gathering, Process Improvement, Data Warehousing, Solaris, Software Engineering, Customer Satisfaction, Bash, Windows, Android, System Integration..., Analysis, System Administration, Servers, Test Planning, C++, Ksh, Management, Networking, Software Development, Integration, Telecommunications, Test Automation, Customer Oriented, Microsoft Office, Software Analysis, Production Readiness, Project Management, SQL, Software Project..., Python, Databases, Vendor Management, Korn Shell, Linux Review Analyst
Education
University of Phoenix 1999 — 2001
Master's degree, Computer and Information Sciences, General, 3.82
Michigan Technological University 1975 — 1979
Bachelor of Science, Computer Science
Ann Fitzgibbons's Fidelity Investments Experience Director, Quality AssuranceFidelity2001 - Present
Job Director, Quality Assurance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Director, Quality AssuranceFidelity2001 - Present
Education
Middlebury College
Fidelity Investments Director, Quality AssuranceFidelity2001 - Present
Education
Middlebury College
Ann Boldrighini's Fidelity Investments Experience February 2007 - July 2007
Job Senior Associate, RACMC at Genzyme, a Sanofi company
Industry Biotechnology
Experience
Genzyme, a Sanofi company April 2015 - Present
Complya Consulting Group February 2013 - March 2015
Biogen Idec October 2011 - February 2013
Mersana Therapeutics September 2009 - July 2011
Wyeth February 2009 - September 2009
Wyeth May 2008 - February 2009
Wyeth July 2007 - March 2008
Fidelity Investments February 2007 - July 2007
Wyeth September 2006 - December 2006
Bombardier Transportation January 2001 - August 2002
Skills
Validation, SOP, Pharmaceutical Industry, FDA, Regulatory Affairs, Biotechnology, GMP, Life Sciences, Regulatory Submissions, CAPA
Education
Northeastern University 2007 — 2008
MS, Regulatory Affairs
Middlebury College
MA, German
University of Massachusetts Lowell
Certificate, Technical Writing
University of Massachusetts, Amherst
BA, German
Genzyme, a Sanofi company April 2015 - Present
Complya Consulting Group February 2013 - March 2015
Biogen Idec October 2011 - February 2013
Mersana Therapeutics September 2009 - July 2011
Wyeth February 2009 - September 2009
Wyeth May 2008 - February 2009
Wyeth July 2007 - March 2008
Fidelity Investments February 2007 - July 2007
Wyeth September 2006 - December 2006
Bombardier Transportation January 2001 - August 2002
Skills
Validation, SOP, Pharmaceutical Industry, FDA, Regulatory Affairs, Biotechnology, GMP, Life Sciences, Regulatory Submissions, CAPA
Education
Northeastern University 2007 — 2008
MS, Regulatory Affairs
Middlebury College
MA, German
University of Massachusetts Lowell
Certificate, Technical Writing
University of Massachusetts, Amherst
BA, German
James Gaudet's Fidelity Investments Experience September 1995 - Present
Job Work Leader
Industry Financial Services
Experience
Fidelity Investments September 1995 - Present
Education
Salem State University 1992 — 1995
Criminal Justice
Middlesex Community College 1989 — 1992
Criminal Justice
Fidelity Investments September 1995 - Present
Education
Salem State University 1992 — 1995
Criminal Justice
Middlesex Community College 1989 — 1992
Criminal Justice
Paul Perrotta's Fidelity Investments Experience March 2002 - January 2004
Job Sr. IT Contract Manager at Liberty Mutual
Industry Insurance
Experience
Liberty Mutual July 2005 - Present
Iron Mountain January 2004 - July 2005
Fidelity Investments March 2002 - January 2004
John Hancock Life Insurance Company March 1998 - March 2002
Fidelity Investments March 1995 - March 1998
Education
Middlebury College
Suffolk University Law School
JD
Liberty Mutual July 2005 - Present
Iron Mountain January 2004 - July 2005
Fidelity Investments March 2002 - January 2004
John Hancock Life Insurance Company March 1998 - March 2002
Fidelity Investments March 1995 - March 1998
Education
Middlebury College
Suffolk University Law School
JD
Rich Stadtmiller's Fidelity Investments Experience August 2000 - Present
Job Data Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2000 - Present
CareTools, Inc. July 1999 - June 2000
Mariner Health Care July 1992 - May 1999
Skills
PowerDesigner, Toad, ETL, Business Analysis, SQL, Hyperion Enterprise, Microsoft Office, Visio, Requirements Analysis, Analysis, User Acceptance Testing, Requirements Gathering, Systems Analysis, Business Requirements, Data Analysis, Project Management, SDLC
Education
The University of Texas at Austin 1986 — 1987
Master of Business Administration (MBA), Finance, General
Michigan State University
Bachelor of Arts (BA), Hotel, Motel, and Restaurant Management
Fidelity Investments August 2000 - Present
CareTools, Inc. July 1999 - June 2000
Mariner Health Care July 1992 - May 1999
Skills
PowerDesigner, Toad, ETL, Business Analysis, SQL, Hyperion Enterprise, Microsoft Office, Visio, Requirements Analysis, Analysis, User Acceptance Testing, Requirements Gathering, Systems Analysis, Business Requirements, Data Analysis, Project Management, SDLC
Education
The University of Texas at Austin 1986 — 1987
Master of Business Administration (MBA), Finance, General
Michigan State University
Bachelor of Arts (BA), Hotel, Motel, and Restaurant Management
Todd Myler's Fidelity Investments Experience October 2012 - Present
Job Senior Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Duke Medicine March 2011 - October 2012
Verdedus Corp June 2010 - February 2011
PharmaNet, Inc March 2007 - June 2010
Computer Task Group June 2006 - March 2007
Adaptec April 2005 - March 2006
North Carolina Dept. of Juvenile Justice March 2002 - April 2005
Nortel Networks January 2001 - August 2001
IBM Tivoli Software July 1997 - January 2001
IBM Systems Storage Division January 1991 - June 1997
Skills
XML, Java Enterprise Edition, Hibernate, Architecture, Data Warehousing, JSF, Web Development, CDISC, C++, DB2, JUnit, SDLC, Oracle, Java, Requirements Analysis, SQL, Software Development
Education
Michigan Technological University 1987 — 1990
BS
Northern Michigan University 1985 — 1987
Marquette Senior High 1981 — 1985
Fidelity Investments October 2012 - Present
Duke Medicine March 2011 - October 2012
Verdedus Corp June 2010 - February 2011
PharmaNet, Inc March 2007 - June 2010
Computer Task Group June 2006 - March 2007
Adaptec April 2005 - March 2006
North Carolina Dept. of Juvenile Justice March 2002 - April 2005
Nortel Networks January 2001 - August 2001
IBM Tivoli Software July 1997 - January 2001
IBM Systems Storage Division January 1991 - June 1997
Skills
XML, Java Enterprise Edition, Hibernate, Architecture, Data Warehousing, JSF, Web Development, CDISC, C++, DB2, JUnit, SDLC, Oracle, Java, Requirements Analysis, SQL, Software Development
Education
Michigan Technological University 1987 — 1990
BS
Northern Michigan University 1985 — 1987
Marquette Senior High 1981 — 1985
Rich Compson's Fidelity Investments Experience Senior ManagerDeloitte Consulting1990 - 2000
Job SVP Product Management & Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Senior ManagerDeloitte Consulting1990 - 2000
Education
New York University, Stern School of Business 1990 — 1993
MBA, Finance
Middlebury College 1986 — 1990
BA, Economics
Fidelity Investments Senior ManagerDeloitte Consulting1990 - 2000
Education
New York University, Stern School of Business 1990 — 1993
MBA, Finance
Middlebury College 1986 — 1990
BA, Economics
Martha Higgins's Fidelity Investments Experience 1993 - 1994
Job EVP, Chief Human Resources Officer at Boston Private
Industry Financial Services
Experience
Boston Private January 2008 - Present
W. T. Haigh & Company September 1994 - December 2007
Fidelity Investments 1993 - 1994
The Boston Company 1985 - 1993
Skills
Executive Pay, Deferred Compensation
Education
Middlebury College 1981 — 1985
BA, English and Sociology/Psychology
Boston Private January 2008 - Present
W. T. Haigh & Company September 1994 - December 2007
Fidelity Investments 1993 - 1994
The Boston Company 1985 - 1993
Skills
Executive Pay, Deferred Compensation
Education
Middlebury College 1981 — 1985
BA, English and Sociology/Psychology
Jeff Shiverdecker's Fidelity Investments Experience November 2005 - September 2009
Job Director at Citibank
Industry Financial Services
Experience
Citibank September 2009 - Present
Fidelity Investments November 2005 - September 2009
BISYS 1996 - 2005
Bisys Fund Services 1996 - 2005
BISYS Hedge Fund Services 2003 - 2004
Skills
Alternative Investments, Asset Management, Equities, Financial Services, Fixed Income, Fund Administration, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Risk Management, Securities, Team Building, Vendor Management, Derivatives, Relationship Management, Business Analysis, Financial Analysis, Capital Markets, Management, Process Improvement, Bloomberg, Wealth Management, Leadership
Education
MidAmerica Nazarene University 1980 — 1984
BA, Accounting
Citibank September 2009 - Present
Fidelity Investments November 2005 - September 2009
BISYS 1996 - 2005
Bisys Fund Services 1996 - 2005
BISYS Hedge Fund Services 2003 - 2004
Skills
Alternative Investments, Asset Management, Equities, Financial Services, Fixed Income, Fund Administration, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Risk Management, Securities, Team Building, Vendor Management, Derivatives, Relationship Management, Business Analysis, Financial Analysis, Capital Markets, Management, Process Improvement, Bloomberg, Wealth Management, Leadership
Education
MidAmerica Nazarene University 1980 — 1984
BA, Accounting
Karen Welch's Fidelity Investments Experience June 2007 - December 2008
Job Director, Global People Movement at Sapient
Industry Human Resources
Experience
Sapient June 2014 - Present
Brown Brothers Harriman September 2010 - February 2014
KLF Coaching and Consulting January 2009 - September 2010
Fidelity Investments June 2007 - December 2008
Bank of America March 2005 - June 2007
Fidelity Investments July 2000 - March 2005
Humboldt Companies 1997 - 2000
Skills
Performance Management, Executive Coaching, Leadership Development, Human Resources, Coaching, Personnel Management, Leadership, Career Counseling, Succession Planning, Talent Management, Employee Engagement, Onboarding, Organizational Design, Change Management, Organizational..., Strategy, Deferred Compensation
Education
Suffolk University 2010 — 2013
Post-Master's Certificate, Organizational Development, 3.9
University of South Carolina - The Moore School of Business
International MBA, International Business, 3.7
Middlebury College
Bachelor of Arts, Russian and Soviet Area Studies, 3.3
Sapient June 2014 - Present
Brown Brothers Harriman September 2010 - February 2014
KLF Coaching and Consulting January 2009 - September 2010
Fidelity Investments June 2007 - December 2008
Bank of America March 2005 - June 2007
Fidelity Investments July 2000 - March 2005
Humboldt Companies 1997 - 2000
Skills
Performance Management, Executive Coaching, Leadership Development, Human Resources, Coaching, Personnel Management, Leadership, Career Counseling, Succession Planning, Talent Management, Employee Engagement, Onboarding, Organizational Design, Change Management, Organizational..., Strategy, Deferred Compensation
Education
Suffolk University 2010 — 2013
Post-Master's Certificate, Organizational Development, 3.9
University of South Carolina - The Moore School of Business
International MBA, International Business, 3.7
Middlebury College
Bachelor of Arts, Russian and Soviet Area Studies, 3.3
Jim Romano's Fidelity Investments Experience 2002 - 2005
Job Senior Program Manager at Gartner
Industry Logistics and Supply Chain
Experience
Gartner June 2013 - Present
Liberty Mutual Insurance 2012 - 2013
Marsh May 2007 - July 2012
Fidelity Investments 2002 - 2005
GE Aircraft Engines 2001 - 2002
Success Automation/Surebridge 1997 - 2001
Skills
Business Intelligence, Business Process..., Project Management, Business Analysis, Strategy, Management, Program Management, Vendor Management, Process Improvement, Strategic Planning, Risk Management, Business Process, CRM, Leadership, Cross-functional Team..., Insurance, IT Strategy, Analytics, Salesforce.com, Integration, Analysis, Change Management, Business Strategy
Education
Middlebury College
Gartner June 2013 - Present
Liberty Mutual Insurance 2012 - 2013
Marsh May 2007 - July 2012
Fidelity Investments 2002 - 2005
GE Aircraft Engines 2001 - 2002
Success Automation/Surebridge 1997 - 2001
Skills
Business Intelligence, Business Process..., Project Management, Business Analysis, Strategy, Management, Program Management, Vendor Management, Process Improvement, Strategic Planning, Risk Management, Business Process, CRM, Leadership, Cross-functional Team..., Insurance, IT Strategy, Analytics, Salesforce.com, Integration, Analysis, Change Management, Business Strategy
Education
Middlebury College
Andrew Harger's Fidelity Investments Experience February 2007 - August 2012
Job Senior Associate Financial Services Advisory at PwC
Industry Management Consulting
Experience
PwC July 2014 - Present
PwC June 2013 - August 2013
Fidelity Investments February 2007 - August 2012
Skills
Business Analysis, SSRS, SQL Server, Access, Data Modeling, Customer Satisfaction..., Process Improvement, Financial Modeling, Behavioral Analytics, Microsoft SQL Server, CRM, Program Management, Customer Satisfaction..., Data Analysis, Business Intelligence, Operations Management, Strategy, Analytics, Data Science
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Middlebury College 2003 — 2007
B.A., Mathematics
Lake Forest Academy 1998 — 2002
PwC July 2014 - Present
PwC June 2013 - August 2013
Fidelity Investments February 2007 - August 2012
Skills
Business Analysis, SSRS, SQL Server, Access, Data Modeling, Customer Satisfaction..., Process Improvement, Financial Modeling, Behavioral Analytics, Microsoft SQL Server, CRM, Program Management, Customer Satisfaction..., Data Analysis, Business Intelligence, Operations Management, Strategy, Analytics, Data Science
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Middlebury College 2003 — 2007
B.A., Mathematics
Lake Forest Academy 1998 — 2002
Ryan Byrne's Fidelity Investments Experience 2011 - Present
Job Private Security Professional
Industry Security and Investigations
Experience
Fidelity Investments 2011 - Present
Charles River Laboratories International, Inc. 2007 - 2010
Biogen Idec (Contract) 1995 - 2007
Skills
Security Management, Physical Security, Integrated Security..., Process Improvement, Project Coordination, Private Investigations, Surveillance, Access Control, Crisis Management, Emergency Management, Security, CCTV, Corporate Security, Validation, Program Management, Training, Software Documentation, Quality Assurance, Leadership, Risk Assessment, Business Continuity, Security Operations, Security Audits, Investigation, Security Awareness, Troubleshooting, Vulnerability Assessment
Education
Emergency Management Institute
PDS Certificate
Middlesex Community College
Fidelity Investments 2011 - Present
Charles River Laboratories International, Inc. 2007 - 2010
Biogen Idec (Contract) 1995 - 2007
Skills
Security Management, Physical Security, Integrated Security..., Process Improvement, Project Coordination, Private Investigations, Surveillance, Access Control, Crisis Management, Emergency Management, Security, CCTV, Corporate Security, Validation, Program Management, Training, Software Documentation, Quality Assurance, Leadership, Risk Assessment, Business Continuity, Security Operations, Security Audits, Investigation, Security Awareness, Troubleshooting, Vulnerability Assessment
Education
Emergency Management Institute
PDS Certificate
Middlesex Community College
John Power's Fidelity Investments Experience February 2005 - March 2012
Job JO Hambro Capital Management and Boston Breakers Women's Professional Soccer
Industry Investment Management
Experience
JO Hambro Capital Management July 2014 - Present
Boston Breakers Women's Professional Soccer May 2014 - Present
Fidelity Investments February 2005 - March 2012
Oechsle International Advisors 2000 - 2005
Santander Global Advisors 1997 - 2000
Standish, Ayer & Wood 1997 - 1997
Baring Asset Management 1987 - 1997
Colonial Management 1986 - 1987
Regulatory Research Associates 1983 - 1984
Manufacturers Hanover Trust 1982 - 1983
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance, Investment Management
Middlebury College 1978 — 1982
B.A., Economics, French
JO Hambro Capital Management July 2014 - Present
Boston Breakers Women's Professional Soccer May 2014 - Present
Fidelity Investments February 2005 - March 2012
Oechsle International Advisors 2000 - 2005
Santander Global Advisors 1997 - 2000
Standish, Ayer & Wood 1997 - 1997
Baring Asset Management 1987 - 1997
Colonial Management 1986 - 1987
Regulatory Research Associates 1983 - 1984
Manufacturers Hanover Trust 1982 - 1983
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance, Investment Management
Middlebury College 1978 — 1982
B.A., Economics, French
Janet Burge's Fidelity Investments Experience September 1995 - January 1997
Job Associate Professor of Computer Science at Wesleyan University
Industry Higher Education
Experience
Wesleyan University July 2014 - Present
Miami University 2005 - August 2014
Charles River Analytics June 1997 - August 2005
Fidelity Investments September 1995 - January 1997
Raytheon June 1984 - September 1995
Skills
Java, Higher Education, Computer Science
Education
Worcester Polytechnic Institute 1997 — 2005
PhD, Computer Science
Michigan Technological University 1981 — 1984
BS, Computer Science
Wesleyan University July 2014 - Present
Miami University 2005 - August 2014
Charles River Analytics June 1997 - August 2005
Fidelity Investments September 1995 - January 1997
Raytheon June 1984 - September 1995
Skills
Java, Higher Education, Computer Science
Education
Worcester Polytechnic Institute 1997 — 2005
PhD, Computer Science
Michigan Technological University 1981 — 1984
BS, Computer Science
David Thuma's Fidelity Investments Experience 2005 - 2007
Job SVP, Director LOB Marketing Group at PNC
Industry Marketing and Advertising
Experience
PNC 2011 - Present
Morgan Stanley 2007 - 2009
Fidelity Investments 2005 - 2007
Hill Holliday 2002 - 2005
Fidelity Investments 1997 - 2002
Education
Wayne State University 1990 — 1992
MBA, Marketing & Finance
Michigan State University
Bachelor of Arts, Advertising
PNC 2011 - Present
Morgan Stanley 2007 - 2009
Fidelity Investments 2005 - 2007
Hill Holliday 2002 - 2005
Fidelity Investments 1997 - 2002
Education
Wayne State University 1990 — 1992
MBA, Marketing & Finance
Michigan State University
Bachelor of Arts, Advertising
Kim Zerrenner's Fidelity Investments Experience 2006 - 2010
Job Vice President, Human Resources, Worldwide Research & Development at Pfizer
Industry Pharmaceuticals
Experience
Pfizer June 2015 - Present
Pfizer January 2014 - Present
Pfizer February 2011 - December 2013
Fidelity Investments 2006 - 2010
Reebok 2004 - 2006
Principal Financial Group 2002 - 2004
Eli Lilly and Company 1995 - 2001
GE 1992 - 1994
Education
Michigan State University 1990 — 1992
MLIR, Business / Labor Relations
Michigan State University 1987 — 1990
BA, English / Education, Org Behavior / Comm
Pfizer June 2015 - Present
Pfizer January 2014 - Present
Pfizer February 2011 - December 2013
Fidelity Investments 2006 - 2010
Reebok 2004 - 2006
Principal Financial Group 2002 - 2004
Eli Lilly and Company 1995 - 2001
GE 1992 - 1994
Education
Michigan State University 1990 — 1992
MLIR, Business / Labor Relations
Michigan State University 1987 — 1990
BA, English / Education, Org Behavior / Comm
Giovanna Roy's Fidelity Investments Experience October 2003 - August 2009
Job Consultant Quality Assurance, Fidelity Investments Health & Insurance
Industry Human Resources
Experience
Collaborative Consulting August 2010 - April 2011
SHRM January 2010 - July 2010
Fidelity Investments October 2003 - August 2009
Fidelity Investments April 2000 - October 2003
Fidelity Investments October 1997 - April 2000
THE CHARLES STARK DRAPER LABORATORY, INCORPORATED March 1997 - October 1997
THE MITRE CORPORATION September 1981 - March 1997
Skills
Vendor Management, Process Improvement, Employee Benefits, Human Resources, Training
Education
Middlesex Community College 1979 — 1981
A.S, Business
Collaborative Consulting August 2010 - April 2011
SHRM January 2010 - July 2010
Fidelity Investments October 2003 - August 2009
Fidelity Investments April 2000 - October 2003
Fidelity Investments October 1997 - April 2000
THE CHARLES STARK DRAPER LABORATORY, INCORPORATED March 1997 - October 1997
THE MITRE CORPORATION September 1981 - March 1997
Skills
Vendor Management, Process Improvement, Employee Benefits, Human Resources, Training
Education
Middlesex Community College 1979 — 1981
A.S, Business
Ben Pfister's Fidelity Investments Experience May 2008 - August 2009
Job Engagement Manager, PSCM Shared Services at BP
Industry Oil & Energy
Experience
BP February 2014 - Present
BP July 2011 - January 2014
Rolls-Royce May 2010 - August 2010
Fidelity Investments May 2008 - August 2009
Fidelity Investments February 2007 - April 2008
Skills
Project Management, Supplier Performance, Strategic Sourcing, Market Intelligence, Microsoft Excel, Microsoft Office, Microsoft Project, Supplier Evaluation, Market Analysis, Financial Analysis
Education
Michigan State University 2009 — 2011
Master of Business Administration (MBA), Supply Chain Management
University of Kentucky 1999 — 2003
Bachelor's degree, International Politics & History, graduated with honors
BP February 2014 - Present
BP July 2011 - January 2014
Rolls-Royce May 2010 - August 2010
Fidelity Investments May 2008 - August 2009
Fidelity Investments February 2007 - April 2008
Skills
Project Management, Supplier Performance, Strategic Sourcing, Market Intelligence, Microsoft Excel, Microsoft Office, Microsoft Project, Supplier Evaluation, Market Analysis, Financial Analysis
Education
Michigan State University 2009 — 2011
Master of Business Administration (MBA), Supply Chain Management
University of Kentucky 1999 — 2003
Bachelor's degree, International Politics & History, graduated with honors
Joe Hollis's Fidelity Investments Experience
Job Retired, Investment Management
Industry Investment Management
Experience
Fidelity Investments
Skills
Asset Allocation, Mutual Funds, Investments, Change Management, Financial Modeling, Securities, Portfolio Management, Financial Services, Fixed Income, ETFs, Series 7, Capital Markets, Program Management, Process Improvement, Risk Management, Asset Management, Equities
Education
Michigan State University 1966 — 1970
B.A., Economics
Fidelity Investments
Skills
Asset Allocation, Mutual Funds, Investments, Change Management, Financial Modeling, Securities, Portfolio Management, Financial Services, Fixed Income, ETFs, Series 7, Capital Markets, Program Management, Process Improvement, Risk Management, Asset Management, Equities
Education
Michigan State University 1966 — 1970
B.A., Economics
Sam Shore's Fidelity Investments Experience June 2011 - Present
Job Trade Execution Representative, Active Trader Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2011 - Present
Fidelity Investments June 2010 - May 2011
Skills
PowerPoint, Microsoft Excel, Investments, Public Speaking, Research, Microsoft Word, Microsoft Office, Social Media, Series 7, Series 4, Series 63, Bloomberg Terminal, Lexis Nexis, ThomsonOne, Bloomberg, Marketing
Education
Michigan State University 2006 — 2010
Bachelor of Arts, International Relations
Greenhill
Fidelity Investments June 2011 - Present
Fidelity Investments June 2010 - May 2011
Skills
PowerPoint, Microsoft Excel, Investments, Public Speaking, Research, Microsoft Word, Microsoft Office, Social Media, Series 7, Series 4, Series 63, Bloomberg Terminal, Lexis Nexis, ThomsonOne, Bloomberg, Marketing
Education
Michigan State University 2006 — 2010
Bachelor of Arts, International Relations
Greenhill
Christopher Boland's Fidelity Investments Experience May 2008 - March 2010
Job Sales Operations Manager at Avention
Industry Computer Software
Experience
Avention February 2015 - Present
OmniGuide February 2014 - Present
LogMeIn August 2011 - February 2014
Fidelity Investments May 2008 - March 2010
Fidelity Investments June 2007 - April 2008
Fidelity Investments December 2003 - May 2007
Skills
Six Sigma, Access, Leadership, Management, Forecasting, Salesforce.com, Training, Integration, Relationship Management, Databases, Root Cause Analysis, Sales, Analytics, CRM, Sales Operations, Account Management, SaaS, Sales Process, Enterprise Software, Marketing, Project Management
Education
Middlebury College 1999 — 2003
BA, American Literature
Avention February 2015 - Present
OmniGuide February 2014 - Present
LogMeIn August 2011 - February 2014
Fidelity Investments May 2008 - March 2010
Fidelity Investments June 2007 - April 2008
Fidelity Investments December 2003 - May 2007
Skills
Six Sigma, Access, Leadership, Management, Forecasting, Salesforce.com, Training, Integration, Relationship Management, Databases, Root Cause Analysis, Sales, Analytics, CRM, Sales Operations, Account Management, SaaS, Sales Process, Enterprise Software, Marketing, Project Management
Education
Middlebury College 1999 — 2003
BA, American Literature
Elizabeth (Betsy) Capps's Fidelity Investments Experience January 2000 - February 2009
Job Experienced IT Professional
Industry Information Technology and Services
Experience
Athol Savings Bank March 2011 - December 2011
Commonwealth of Massachusetts, Souza-Baranowski Correctional Center January 2010 - July 2011
Fidelity Investments January 2000 - February 2009
Fidelity Investments January 1997 - January 2000
Fidelity Investments January 1997 - January 1997
Fidelity Investments January 1995 - January 1997
POWERSOFT CORPORATION January 1995 - July 1995
MASCO January 1993 - January 1994
MASCO January 1992 - January 1993
MASCO January 1991 - January 1992
Education
Worcester State University 1998 — 2004
BS, Elementary Education, English
Middlesex Community College
A.S, Liberal Studies
Athol Savings Bank March 2011 - December 2011
Commonwealth of Massachusetts, Souza-Baranowski Correctional Center January 2010 - July 2011
Fidelity Investments January 2000 - February 2009
Fidelity Investments January 1997 - January 2000
Fidelity Investments January 1997 - January 1997
Fidelity Investments January 1995 - January 1997
POWERSOFT CORPORATION January 1995 - July 1995
MASCO January 1993 - January 1994
MASCO January 1992 - January 1993
MASCO January 1991 - January 1992
Education
Worcester State University 1998 — 2004
BS, Elementary Education, English
Middlesex Community College
A.S, Liberal Studies
Ralph Green's Fidelity Investments Experience August 2015 - Present
Job Senior High Net Worth Service Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments September 2014 - Present
Fidelity Investments April 2013 - September 2014
Fidelity Investments February 2012 - April 2013
Bank of America November 2011 - January 2012
Target March 2011 - November 2011
Target March 2010 - March 2011
Skills
Team Leadership, Customer Satisfaction, Communication, Analysis, Leadership, Equity Trading, Mutual Funds, Marketing, creative problem-solving, Collaborative Leadership, Microsoft Office, Customer Service, Microsoft Excel
Education
Middle Tennessee State University 2006 — 2011
BBA, Finance
Fidelity Investments August 2015 - Present
Fidelity Investments September 2014 - Present
Fidelity Investments April 2013 - September 2014
Fidelity Investments February 2012 - April 2013
Bank of America November 2011 - January 2012
Target March 2011 - November 2011
Target March 2010 - March 2011
Skills
Team Leadership, Customer Satisfaction, Communication, Analysis, Leadership, Equity Trading, Mutual Funds, Marketing, creative problem-solving, Collaborative Leadership, Microsoft Office, Customer Service, Microsoft Excel
Education
Middle Tennessee State University 2006 — 2011
BBA, Finance
Glen Leavens's Fidelity Investments Experience January 2007 - Present
Job Director, Implementation Resource at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2007 - Present
Fidelity Investments July 2004 - December 2006
Fidelity Investments January 2000 - July 2004
Fidelity Investments January 1998 - December 2000
Fidelity Investments September 1994 - December 1998
Johnson Bank. September 1991 - September 1994
Landmark Bancshares June 1987 - November 1991
Skills
Process Improvement, Relationship Management, Business Analysis, Financial Services, Business Process..., Six Sigma, Project Management, Change Management, Cross-functional Team..., Employee Benefits, Business Planning, Leadership, Budgets, Defined Benefit, CRM, Strategy
Education
Michigan State University
Bachelor of Arts, Finance
University of Houston
Bachelor of Accountancy, Accounting
Webster University
MBA, Finance
Fidelity Investments January 2007 - Present
Fidelity Investments July 2004 - December 2006
Fidelity Investments January 2000 - July 2004
Fidelity Investments January 1998 - December 2000
Fidelity Investments September 1994 - December 1998
Johnson Bank. September 1991 - September 1994
Landmark Bancshares June 1987 - November 1991
Skills
Process Improvement, Relationship Management, Business Analysis, Financial Services, Business Process..., Six Sigma, Project Management, Change Management, Cross-functional Team..., Employee Benefits, Business Planning, Leadership, Budgets, Defined Benefit, CRM, Strategy
Education
Michigan State University
Bachelor of Arts, Finance
University of Houston
Bachelor of Accountancy, Accounting
Webster University
MBA, Finance
Anastasiya Saakova's Fidelity Investments Experience July 2013 - September 2013
Job
Industry Accounting
Experience
Breast Cancer Detection Center of Alaska October 2013 - Present
Fidelity Investments July 2013 - September 2013
Methodist College August 2010 - April 2013
Methodist College September 2009 - February 2013
Carolina Country Club May 2012 - July 2012
Methodist College August 2011 - December 2011
Biltmore Forest Country Club May 2011 - August 2011
Education
Methodist College 2009 — 2013
Bachelor of Arts, Business Administration, Accounting, Summa Cum Laude
Monterey Institute of International Studies 2012 — 2012
Global Trade and Development Fellowship, International Business/Trade/Commerce
Li Po Chun United World College of Hong Kong 2007 — 2009
International Baccalaureate Diploma, History, Theater Arts, English, Bilingual IB Diploma Awarded
Breast Cancer Detection Center of Alaska October 2013 - Present
Fidelity Investments July 2013 - September 2013
Methodist College August 2010 - April 2013
Methodist College September 2009 - February 2013
Carolina Country Club May 2012 - July 2012
Methodist College August 2011 - December 2011
Biltmore Forest Country Club May 2011 - August 2011
Education
Methodist College 2009 — 2013
Bachelor of Arts, Business Administration, Accounting, Summa Cum Laude
Monterey Institute of International Studies 2012 — 2012
Global Trade and Development Fellowship, International Business/Trade/Commerce
Li Po Chun United World College of Hong Kong 2007 — 2009
International Baccalaureate Diploma, History, Theater Arts, English, Bilingual IB Diploma Awarded
Jason Langlais Sr.'s Fidelity Investments Experience May 2003 - March 2014
Job Recently Unemployed
Industry Financial Services
Experience
Fidelity Investments May 2003 - March 2014
Simplex-Grinnell August 2002 - November 2002
Resource Management, Inc. May 2001 - February 2002
Skills
Project Management..., 6 Sigma White and..., Employee Relations, Human Resources, Employee Benefits, Management, Insurance, Customer Satisfaction, Organizational Structure, 401k, Fundraising, PeopleSoft, Temporary Placement
Education
University of Massachusetts at Lowell 2005 — 2013
MBA, Business Administration, Management and Operations, 3.38 GPA
University of Massachusetts at Lowell 2005 — 2009
Bachelor of Science in Business Administration, Business Administration, 3.0 GPA
Middlesex Community College 2001 — 2005
Associates Degree in Business Administration, Business Administration, 3.8 GPA
Fidelity Investments May 2003 - March 2014
Simplex-Grinnell August 2002 - November 2002
Resource Management, Inc. May 2001 - February 2002
Skills
Project Management..., 6 Sigma White and..., Employee Relations, Human Resources, Employee Benefits, Management, Insurance, Customer Satisfaction, Organizational Structure, 401k, Fundraising, PeopleSoft, Temporary Placement
Education
University of Massachusetts at Lowell 2005 — 2013
MBA, Business Administration, Management and Operations, 3.38 GPA
University of Massachusetts at Lowell 2005 — 2009
Bachelor of Science in Business Administration, Business Administration, 3.0 GPA
Middlesex Community College 2001 — 2005
Associates Degree in Business Administration, Business Administration, 3.8 GPA
Christopher LaFond's Fidelity Investments Experience January 2013 - Present
Job Financial Services
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Harris Limousine 2008 - 2012
TWC Airport Limousine 2005 - November 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, Customer Satisfaction, Employee Relations, Outlook, Microsoft Word, Training, PowerPoint, Office Management, Account Management
Education
Middlesex Community College
Business Administration and Management, General
Fidelity Investments January 2013 - Present
Harris Limousine 2008 - 2012
TWC Airport Limousine 2005 - November 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, Customer Satisfaction, Employee Relations, Outlook, Microsoft Word, Training, PowerPoint, Office Management, Account Management
Education
Middlesex Community College
Business Administration and Management, General
Chad Gransden's Fidelity Investments Experience October 2007 - April 2011
Job Communication Strategist at BB&T
Industry Financial Services
Experience
BB&T May 2011 - Present
Fidelity Investments October 2007 - April 2011
Wake County Schools August 2006 - October 2007
Skills
Public Speaking, Educational Leadership, Leadership, Event Planning, Training, Customer Service, Retirement Planning, Risk Management, Banking
Education
Michigan State University 2000 — 2009
Master's degree, K-12 Educational Administration
Michigan State University 1994 — 1999
Bachelor of Arts (BA), Social Sciences
BB&T May 2011 - Present
Fidelity Investments October 2007 - April 2011
Wake County Schools August 2006 - October 2007
Skills
Public Speaking, Educational Leadership, Leadership, Event Planning, Training, Customer Service, Retirement Planning, Risk Management, Banking
Education
Michigan State University 2000 — 2009
Master's degree, K-12 Educational Administration
Michigan State University 1994 — 1999
Bachelor of Arts (BA), Social Sciences
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank