Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Employee
Years
Job
Industry
Dana Johnston Dana Johnston's Fidelity Investments Experience June 1992 - June 1996
Job Business Executive with broad experience in digital product/service/solution innovation.
Industry Online Media
Experience
S.M.A.R.T. Consulting Services July 2014 - Present
UC Davis School of Education June 2014 - Present
CEDAR Document Technologies February 2014 - June 2014
DST Output LLC January 2008 - November 2013
DST Output LLC August 2004 - December 2007
Automatic Data Processing & MIS May 2003 - July 2004
Inspectron Corporation October 2000 - November 2001
InfiniteSpace.com June 1999 - October 2000
RR Donnelley Financial June 1996 - June 1999
Fidelity Investments June 1992 - June 1996
Skills
Strategy, Product Management, Leadership, Analysis, Account Management, Executive Management, Strategic Partnerships, Start-ups, Forecasting, SaaS, Business Development, Strategic Planning, Venture Capital, Team Building, Mergers, Cross-functional Team..., Project Planning, Sales, Financial Services, Business Planning, Multi-channel Marketing, Process Improvement, Product Development, Team Leadership, Vendor Management, Market Analysis
Education
Union College 1978 — 1982
B.A. Managerial Economics, Computer Science, Finance and Economics
Babson College - Franklin W. Olin Graduate School of Business
Entrepreneurial Management
Deerfield Academy 1977 — 1978
S.M.A.R.T. Consulting Services July 2014 - Present
UC Davis School of Education June 2014 - Present
CEDAR Document Technologies February 2014 - June 2014
DST Output LLC January 2008 - November 2013
DST Output LLC August 2004 - December 2007
Automatic Data Processing & MIS May 2003 - July 2004
Inspectron Corporation October 2000 - November 2001
InfiniteSpace.com June 1999 - October 2000
RR Donnelley Financial June 1996 - June 1999
Fidelity Investments June 1992 - June 1996
Skills
Strategy, Product Management, Leadership, Analysis, Account Management, Executive Management, Strategic Partnerships, Start-ups, Forecasting, SaaS, Business Development, Strategic Planning, Venture Capital, Team Building, Mergers, Cross-functional Team..., Project Planning, Sales, Financial Services, Business Planning, Multi-channel Marketing, Process Improvement, Product Development, Team Leadership, Vendor Management, Market Analysis
Education
Union College 1978 — 1982
B.A. Managerial Economics, Computer Science, Finance and Economics
Babson College - Franklin W. Olin Graduate School of Business
Entrepreneurial Management
Deerfield Academy 1977 — 1978
Jeff Saef Jeff Saef's Fidelity Investments Experience July 2005 - June 2008
Job Managing Director, Head of Retail Multi Asset Strategies at BlackRock
Industry Financial Services
Experience
BlackRock May 2014 - Present
BNY Mellon Asset Management November 2008 - January 2014
Fidelity Investments July 2005 - June 2008
Putnam Investments May 2000 - June 2005
Independence Investments August 1994 - May 2000
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Fixed Income, Series 7, Equities, Portfolio Management, Investment Management, Investment Strategies, Series 63, Capital Markets, Financial Services, ETFs, Securities, Investment Advisory, Series 24, Valuation, Emerging Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1995
MBA, General Management
Brown University 1984 — 1988
Bachelor of Arts (B.A.), Dual major, Business Economics and Computer Science, Business/Managerial Economics and Computer Science
Concord-Carlisle High School 1980 — 1984
High School
BlackRock May 2014 - Present
BNY Mellon Asset Management November 2008 - January 2014
Fidelity Investments July 2005 - June 2008
Putnam Investments May 2000 - June 2005
Independence Investments August 1994 - May 2000
Skills
Alternative Investments, Hedge Funds, Mutual Funds, Fixed Income, Series 7, Equities, Portfolio Management, Investment Management, Investment Strategies, Series 63, Capital Markets, Financial Services, ETFs, Securities, Investment Advisory, Series 24, Valuation, Emerging Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1995
MBA, General Management
Brown University 1984 — 1988
Bachelor of Arts (B.A.), Dual major, Business Economics and Computer Science, Business/Managerial Economics and Computer Science
Concord-Carlisle High School 1980 — 1984
High School
Elizabeth Pathe, CFA Elizabeth Pathe, CFA's Fidelity Investments Experience January 2015 - Present
Job Senior Vice President, Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments February 2012 - December 2014
Fidelity Investments January 2005 - January 2012
Fidelity Investments June 2001 - January 2005
Skills
Asset Management, Equities, Fixed Income, Financial Services, Investments, Mutual Funds, Asset Allocation, Investment Management, Securities, Strategic Planning, Relationship Management, Series 7, Series 63
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2005
Master of Business Administration (M.B.A.), Finance, General
The College of Wooster 1997 — 2001
Bachelor of Arts (B.A.), Business/Managerial Economics
Fidelity Investments January 2015 - Present
Fidelity Investments February 2012 - December 2014
Fidelity Investments January 2005 - January 2012
Fidelity Investments June 2001 - January 2005
Skills
Asset Management, Equities, Fixed Income, Financial Services, Investments, Mutual Funds, Asset Allocation, Investment Management, Securities, Strategic Planning, Relationship Management, Series 7, Series 63
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2005
Master of Business Administration (M.B.A.), Finance, General
The College of Wooster 1997 — 2001
Bachelor of Arts (B.A.), Business/Managerial Economics
Celine Donato Celine Donato's Fidelity Investments Experience May 2002 - April 2006
Job Analytics Donor Insights
Industry Fund-Raising
Experience
Blackbaud September 2014 - Present
Blackbaud April 2006 - Present
Integral April 2014 - September 2014
Fidelity Investments May 2002 - April 2006
MarketOne November 2001 - May 2002
Aon Hewitt April 1997 - July 1999
Skills
Analytics, Database Marketing, Data Mining, Data Modeling, Account Management, Strategic Businesss..., New Product Development, Marketing Analytics, Fundraising, Predictive Analytics, Product Development, Data Analysis, Business Intelligence, Analysis, Segmentation, Marketing, Sales Operations, Process Improvement, Integrated Marketing, Management, Marketing Communications, Direct Marketing, Email Marketing, Marketing Strategy, Nonprofits
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2001
Master of Business Administration (MBA)
California State University-Fullerton
Bachelor's degree, Finance
Blackbaud September 2014 - Present
Blackbaud April 2006 - Present
Integral April 2014 - September 2014
Fidelity Investments May 2002 - April 2006
MarketOne November 2001 - May 2002
Aon Hewitt April 1997 - July 1999
Skills
Analytics, Database Marketing, Data Mining, Data Modeling, Account Management, Strategic Businesss..., New Product Development, Marketing Analytics, Fundraising, Predictive Analytics, Product Development, Data Analysis, Business Intelligence, Analysis, Segmentation, Marketing, Sales Operations, Process Improvement, Integrated Marketing, Management, Marketing Communications, Direct Marketing, Email Marketing, Marketing Strategy, Nonprofits
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2001
Master of Business Administration (MBA)
California State University-Fullerton
Bachelor's degree, Finance
Devin Mackie's Fidelity Investments Experience May 2007 - July 2008
Job Senior Consultant Relations Manager at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2015 - Present
MFS Investment Management September 2012 - May 2015
MFS Investment Management February 2012 - September 2012
MFS Investment Management July 2008 - March 2012
Fidelity Investments May 2007 - July 2008
Education
Babson College - Franklin W. Olin Graduate School of Business
MFS Investment Management May 2015 - Present
MFS Investment Management September 2012 - May 2015
MFS Investment Management February 2012 - September 2012
MFS Investment Management July 2008 - March 2012
Fidelity Investments May 2007 - July 2008
Education
Babson College - Franklin W. Olin Graduate School of Business
Brian Kane, MBA, CCP's Fidelity Investments Experience 2006 - April 2013
Job Compensation Program Manager Bose Corporation
Industry Human Resources
Experience
Bose Corporation November 2013 - Present
Risk Management Foundation/CRICO May 2013 - August 2013
Fidelity Investments 2006 - April 2013
Fidelity Investments 2001 - 2006
Renaissance Worldwide, Inc. 2000 - 2001
Fidelity Investments 1995 - 1999
BayBanks, Inc 1987 - 1995
Defense Logistics Agency, DCASR BOSTON 1985 - 1987
Skills
Talent Management, Workforce Planning, Finance, Employee Benefits, Succession Planning, Onboarding, Personnel Management, Deferred Compensation, Human Resources, Employee Relations, Employer Branding, Change Management, Job Descriptions, Taleo, Executive Pay, Recruiting, Benefits Administration, Organizational..., HR Policies, Interviews, HR Transformation, Screening, Internet Recruiting, Employee Engagement, Organizational Design, Leadership, Performance Management, Technical Recruiting, Management, Applicant Tracking..., Payroll, HR Consulting, Employee Training, Organizational..., PeopleSoft, HRIS, Leadership Development, Sourcing, Temporary Placement, New Hire Orientations, Vendor Management, Executive Coaching, Talent Acquisition, Executive Search, College Recruiting, Career Development, Project Management, Compensation & Benefit, Training, Labor Relations
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Management
University of Notre Dame
Bachelor of Arts (BA), Government
Harvard University
Certificate of Advanced Study (CSS) in Management and Administration
Bose Corporation November 2013 - Present
Risk Management Foundation/CRICO May 2013 - August 2013
Fidelity Investments 2006 - April 2013
Fidelity Investments 2001 - 2006
Renaissance Worldwide, Inc. 2000 - 2001
Fidelity Investments 1995 - 1999
BayBanks, Inc 1987 - 1995
Defense Logistics Agency, DCASR BOSTON 1985 - 1987
Skills
Talent Management, Workforce Planning, Finance, Employee Benefits, Succession Planning, Onboarding, Personnel Management, Deferred Compensation, Human Resources, Employee Relations, Employer Branding, Change Management, Job Descriptions, Taleo, Executive Pay, Recruiting, Benefits Administration, Organizational..., HR Policies, Interviews, HR Transformation, Screening, Internet Recruiting, Employee Engagement, Organizational Design, Leadership, Performance Management, Technical Recruiting, Management, Applicant Tracking..., Payroll, HR Consulting, Employee Training, Organizational..., PeopleSoft, HRIS, Leadership Development, Sourcing, Temporary Placement, New Hire Orientations, Vendor Management, Executive Coaching, Talent Acquisition, Executive Search, College Recruiting, Career Development, Project Management, Compensation & Benefit, Training, Labor Relations
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Management
University of Notre Dame
Bachelor of Arts (BA), Government
Harvard University
Certificate of Advanced Study (CSS) in Management and Administration
Diego Andrade, MBA's Fidelity Investments Experience March 2011 - September 2013
Job MBA Graduate 2015, Babson College
Industry Investment Management
Experience
Babson College Fund May 2014 - May 2015
Empirical Asset Management January 2014 - June 2014
Fidelity Investments March 2011 - September 2013
Fidelity Investments March 2010 - March 2011
Fidelity Investments December 2008 - February 2010
Fidelity Investments June 2007 - December 2008
Skills
Microsoft Excel, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, English, HTML, Windows, Event Planning, Time Management, Financial Modeling, Financial Planning, Bloomberg Terminal, English to Spanish, Corporate Finance, Entrepreneurship, Mentoring, Team Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
University of Massachusetts Boston 2004 — 2007
Bachelor of Science (BS), Fiance
Babson College Fund May 2014 - May 2015
Empirical Asset Management January 2014 - June 2014
Fidelity Investments March 2011 - September 2013
Fidelity Investments March 2010 - March 2011
Fidelity Investments December 2008 - February 2010
Fidelity Investments June 2007 - December 2008
Skills
Microsoft Excel, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Customer Service, Research, Social Media, Public Speaking, English, HTML, Windows, Event Planning, Time Management, Financial Modeling, Financial Planning, Bloomberg Terminal, English to Spanish, Corporate Finance, Entrepreneurship, Mentoring, Team Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
University of Massachusetts Boston 2004 — 2007
Bachelor of Science (BS), Fiance
Jeffrey Morse's Fidelity Investments Experience November 2006 - May 2008
Job Senior Vice President, Director of Planning & MIS Retail Banking at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. June 2013 - Present
Santander Bank, N.A. August 2012 - May 2013
Santander Bank, N.A. January 2012 - July 2012
Santander Bank, N.A. November 2009 - December 2011
Fidelity Investments November 2006 - May 2008
Raytheon July 2001 - June 2006
Raytheon July 1999 - June 2001
Skills
Banking, Retail Banking, Portfolio Management, Business Analysis, Credit Risk, Loans, Financial Risk, Financial Analysis, Credit Cards, Credit Analysis, Relationship Management, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
Master of Business Administration (MBA)
University of Notre Dame 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Santander Bank, N.A. June 2013 - Present
Santander Bank, N.A. August 2012 - May 2013
Santander Bank, N.A. January 2012 - July 2012
Santander Bank, N.A. November 2009 - December 2011
Fidelity Investments November 2006 - May 2008
Raytheon July 2001 - June 2006
Raytheon July 1999 - June 2001
Skills
Banking, Retail Banking, Portfolio Management, Business Analysis, Credit Risk, Loans, Financial Risk, Financial Analysis, Credit Cards, Credit Analysis, Relationship Management, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
Master of Business Administration (MBA)
University of Notre Dame 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Eleni Varitimos's Fidelity Investments Experience January 1999 - June 2000
Job Vice President, Community Development at MassDevelopment
Industry Financial Services
Experience
MassDevelopment June 2014 - Present
Office of Senator Steven A. Baddour January 2002 - January 2013
PrimeStreet Corporation June 2000 - April 2001
Fidelity Investments January 1999 - June 2000
MassINC 1995 - 1997
Massachusetts Teachers' Retirement Board 1994 - 1995
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA, Magna Cum Laude
Bryn Mawr College 1989 — 1993
AB Degree, Political Science
MassDevelopment June 2014 - Present
Office of Senator Steven A. Baddour January 2002 - January 2013
PrimeStreet Corporation June 2000 - April 2001
Fidelity Investments January 1999 - June 2000
MassINC 1995 - 1997
Massachusetts Teachers' Retirement Board 1994 - 1995
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA, Magna Cum Laude
Bryn Mawr College 1989 — 1993
AB Degree, Political Science
David Francoeur David Francoeur's Fidelity Investments Experience January 2007 - November 2013
Job Vice President at State Street
Industry Executive Office
Experience
State Street July 2014 - Present
Fidelity Investments January 2007 - November 2013
Accenture 2004 - 2006
Cabot Corporation 2003 - 2005
Avid Technology 2000 - 2003
Procter & Gamble 1998 - 2000
EMD Millipore 1995 - 1998
Timberland 1993 - 1995
Banyan Systems 1990 - 1993
Skills
Strategy, Management Consulting, Business Process..., Strategic Leadership, Change Management, Program Management, Strategic Thinking, Financial Modeling, Forecasting, Business Strategy, Process Improvement, Business Analysis, Mergers, Finance, Financial Analysis, Asset Managment, Analytics, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2000
MBA
Merrimack College 1984 — 1989
Finance
Chelmsford High
State Street July 2014 - Present
Fidelity Investments January 2007 - November 2013
Accenture 2004 - 2006
Cabot Corporation 2003 - 2005
Avid Technology 2000 - 2003
Procter & Gamble 1998 - 2000
EMD Millipore 1995 - 1998
Timberland 1993 - 1995
Banyan Systems 1990 - 1993
Skills
Strategy, Management Consulting, Business Process..., Strategic Leadership, Change Management, Program Management, Strategic Thinking, Financial Modeling, Forecasting, Business Strategy, Process Improvement, Business Analysis, Mergers, Finance, Financial Analysis, Asset Managment, Analytics, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2000
MBA
Merrimack College 1984 — 1989
Finance
Chelmsford High
Bill Wigglesworth Bill Wigglesworth's Fidelity Investments Experience December 2011 - March 2012
Job Experienced Technical Writer in designing, developing and maintaining software, hardware and systems documentation
Industry Industrial Automation
Experience
PPI - Technical communictions November 2012 - January 2013
Fidelity Investments December 2011 - March 2012
ITT,Kaliburn October 2006 - March 2011
Thermo Fisher Scientific March 2006 - May 2006
Bird Technologies Group March 2005 - February 2006
Ohio Savings Bank April 2004 - September 2004
Thermo Fisher Scientific 2002 - 2003
Rockwell Automation 1994 - 1999
Skills
FrameMaker, Online Help, SharePoint, Visio, RoboHelp, Software Documentation, Manuals, Technical Writing, Technical Communication, Adobe Acrobat, Editing, Proofreading, Information Design, Structured Authoring, Agile Methodologies
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Organizational Behavior and Information Systems
Clarkson University
BS, Mathematics
Berkshire School
PPI - Technical communictions November 2012 - January 2013
Fidelity Investments December 2011 - March 2012
ITT,Kaliburn October 2006 - March 2011
Thermo Fisher Scientific March 2006 - May 2006
Bird Technologies Group March 2005 - February 2006
Ohio Savings Bank April 2004 - September 2004
Thermo Fisher Scientific 2002 - 2003
Rockwell Automation 1994 - 1999
Skills
FrameMaker, Online Help, SharePoint, Visio, RoboHelp, Software Documentation, Manuals, Technical Writing, Technical Communication, Adobe Acrobat, Editing, Proofreading, Information Design, Structured Authoring, Agile Methodologies
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Organizational Behavior and Information Systems
Clarkson University
BS, Mathematics
Berkshire School
Jerry Porter's Fidelity Investments Experience 1989 - 2008
Job Full Time Lecturer at Northeastern University and Adjunct at Bunker Hill community College
Industry Professional Training & Coaching
Experience
Northeastern University, Bunker Hill Community College 2010 - Present
Self Employed 2008 - Present
Fidelity Investments 1989 - 2008
Skills
Series 7, Leadership, Trading, Training, Public Speaking, Asset Management, Bloomberg, Financial Analysis, Asset Allocation, Risk Management, Estate Planning, Securities, Investments, 401k, Alternative Investments, Portfolio Management, Financial Services, Program Management, Capital Markets, Asset Managment, Succession Planning, Options, Series 63
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1992
MBA, Finance
Northeastern University, Bunker Hill Community College 2010 - Present
Self Employed 2008 - Present
Fidelity Investments 1989 - 2008
Skills
Series 7, Leadership, Trading, Training, Public Speaking, Asset Management, Bloomberg, Financial Analysis, Asset Allocation, Risk Management, Estate Planning, Securities, Investments, 401k, Alternative Investments, Portfolio Management, Financial Services, Program Management, Capital Markets, Asset Managment, Succession Planning, Options, Series 63
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1992
MBA, Finance
Lisa (Morra) Relich Lisa (Morra) Relich's Fidelity Investments Experience December 2003 - December 2004
Job Experienced professional with strong relationship and project management skills
Industry Financial Services
Experience
Needham Business Association March 2015 - Present
Age Together, Inc. June 2014 - Present
Veritude July 2006 - July 2007
Fidelity Investments December 2003 - December 2004
Fidelity Investments, National Charitable Services January 2000 - October 2002
Fidelity Investments 1999 - 2000
Fidelity Investments 1997 - 1999
Fidelity Investments 1996 - 1997
Fidelity Investments 1993 - 1996
Fidelity Investments 1992 - 1993
Skills
Highly detail oriented, Goal Oriented, Result Oriented, Business Development, Sales, Product Management, Project Management, Marketing, Strategic Planning, Strategy, Leadership, CRM, Investments, Start-ups, Problem Solving, Marketing Copy, Waterfall, Pre-sales, Sales Presentations, Relationship Management, Relationship Building
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1996
Master of Business Administration (MBA), Cum Laude
University of Rhode Island - College of Business Administration 1986 — 1990
Bachelor of Science (B.S.), Finance, General, Cum Laude
Needham Business Association March 2015 - Present
Age Together, Inc. June 2014 - Present
Veritude July 2006 - July 2007
Fidelity Investments December 2003 - December 2004
Fidelity Investments, National Charitable Services January 2000 - October 2002
Fidelity Investments 1999 - 2000
Fidelity Investments 1997 - 1999
Fidelity Investments 1996 - 1997
Fidelity Investments 1993 - 1996
Fidelity Investments 1992 - 1993
Skills
Highly detail oriented, Goal Oriented, Result Oriented, Business Development, Sales, Product Management, Project Management, Marketing, Strategic Planning, Strategy, Leadership, CRM, Investments, Start-ups, Problem Solving, Marketing Copy, Waterfall, Pre-sales, Sales Presentations, Relationship Management, Relationship Building
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1996
Master of Business Administration (MBA), Cum Laude
University of Rhode Island - College of Business Administration 1986 — 1990
Bachelor of Science (B.S.), Finance, General, Cum Laude
Geoffrey Hight, CFP®'s Fidelity Investments Experience January 2014 - Present
Job Assistant Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments August 2012 - December 2013
Fidelity Investments January 2010 - July 2012
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2015
Merrimack College 2001 — 2005
BS, Business Administration
Fidelity Investments January 2014 - Present
Fidelity Investments August 2012 - December 2013
Fidelity Investments January 2010 - July 2012
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2015
Merrimack College 2001 — 2005
BS, Business Administration
David Leussler David Leussler's Fidelity Investments Experience January 2005 - June 2006
Job Vice President, IT Operations at Citizens Bank
Industry Information Technology and Services
Experience
Citizens Bank July 2013 - Present
Suffolk University August 2012 - Present
Northeastern University June 2005 - Present
John Hancock Life Insurance Company (U.S.A.) April 2010 - June 2013
John Hancock Financial Services June 2006 - April 2010
Fidelity Investments January 2005 - June 2006
Fidelity Investments January 2003 - January 2005
Fidelity Investments August 2000 - December 2003
John Hancock January 1998 - August 2000
New England Financial, A MetLife Company January 1994 - January 1998
Skills
Strategic Planning, Agile Methodologies, SDLC, Information Technology, Information Architecture, Application Lifecycle..., Website Development, Web Project Management, Technical Staff..., Requirements Analysis, Functional..., Functional Design, Usability, Mentoring Of Staff, Tactical Planning, Microsoft Office, Global Application..., Offshore Resource..., Onsite-Offshore model, Testing, Systems Analysis, Business Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2008
MBA, Business Admin
Boston University 1997 — 2002
Masters, Computer Science
University of Massachusetts, Amherst 1988 — 1991
BS, Economics
Citizens Bank July 2013 - Present
Suffolk University August 2012 - Present
Northeastern University June 2005 - Present
John Hancock Life Insurance Company (U.S.A.) April 2010 - June 2013
John Hancock Financial Services June 2006 - April 2010
Fidelity Investments January 2005 - June 2006
Fidelity Investments January 2003 - January 2005
Fidelity Investments August 2000 - December 2003
John Hancock January 1998 - August 2000
New England Financial, A MetLife Company January 1994 - January 1998
Skills
Strategic Planning, Agile Methodologies, SDLC, Information Technology, Information Architecture, Application Lifecycle..., Website Development, Web Project Management, Technical Staff..., Requirements Analysis, Functional..., Functional Design, Usability, Mentoring Of Staff, Tactical Planning, Microsoft Office, Global Application..., Offshore Resource..., Onsite-Offshore model, Testing, Systems Analysis, Business Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2008
MBA, Business Admin
Boston University 1997 — 2002
Masters, Computer Science
University of Massachusetts, Amherst 1988 — 1991
BS, Economics
Kurt Deschler's Fidelity Investments Experience May 1997 - August 1999
Job Director of Engineering, SAP IQ Query Processing
Industry Computer Software
Experience
SAP July 2011 - Present
Sybase, Inc. April 2004 - July 2011
Sybase August 1999 - April 2004
Fidelity Investments May 1997 - August 1999
Cabletron Systems May 1996 - August 1996
Skills
Software Development, Business Intelligence, Distributed Systems, Unix, Enterprise Software, Sybase IQ, Software Design, Agile Methodologies, SQL, Databases, Software Project..., Sybase, Linux
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA, Entrepreneurship
Worcester Polytechnic Institute 1999 — 2002
MSCS, Databases
Worcester Polytechnic Institute 1994 — 1998
BSEE, Computer Engineering
SAP July 2011 - Present
Sybase, Inc. April 2004 - July 2011
Sybase August 1999 - April 2004
Fidelity Investments May 1997 - August 1999
Cabletron Systems May 1996 - August 1996
Skills
Software Development, Business Intelligence, Distributed Systems, Unix, Enterprise Software, Sybase IQ, Software Design, Agile Methodologies, SQL, Databases, Software Project..., Sybase, Linux
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA, Entrepreneurship
Worcester Polytechnic Institute 1999 — 2002
MSCS, Databases
Worcester Polytechnic Institute 1994 — 1998
BSEE, Computer Engineering
Bob Gingrich Bob Gingrich's Fidelity Investments Experience February 2004 - December 2005
Job Financial Services Consultant
Industry Financial Services
Experience
LeapFrog Systems July 2014 - Present
State Street November 2011 - June 2014
JPMorgan Chase December 2010 - November 2011
Fidelity Investments (National Financial) 2006 - April 2010
Fidelity Investments February 2004 - December 2005
Thomson Financial 2001 - 2003
Plural (Dell Professional Services) 2000 - 2001
GTE Government Systems February 1986 - January 2000
Skills
Business Analysis, Cross-functional Team..., Product Management, Strategy, Risk Management, Project Management, Integration, Competitive Analysis, Financial Services, Portfolio Management, Management, Product Development, Leadership, Business Process, Financial Analysis, Finance, Mutual Funds, Due Diligence, Testing, Business Requirements, Business Process..., Investments, Vendor Management, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1999
MBA, Business
Syracuse University 1978 — 1982
BSEE, Electrical Engineering
LeapFrog Systems July 2014 - Present
State Street November 2011 - June 2014
JPMorgan Chase December 2010 - November 2011
Fidelity Investments (National Financial) 2006 - April 2010
Fidelity Investments February 2004 - December 2005
Thomson Financial 2001 - 2003
Plural (Dell Professional Services) 2000 - 2001
GTE Government Systems February 1986 - January 2000
Skills
Business Analysis, Cross-functional Team..., Product Management, Strategy, Risk Management, Project Management, Integration, Competitive Analysis, Financial Services, Portfolio Management, Management, Product Development, Leadership, Business Process, Financial Analysis, Finance, Mutual Funds, Due Diligence, Testing, Business Requirements, Business Process..., Investments, Vendor Management, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1999
MBA, Business
Syracuse University 1978 — 1982
BSEE, Electrical Engineering
Jaye Wood Schneider Jaye Wood Schneider's Fidelity Investments Experience June 2000 - June 2004
Job Project Manager at Boston College
Industry Computer Software
Experience
Boston College, Center for Teaching Excellence, Instructional Design and eTeaching Services July 2013 - Present
Self - Employed 2005 - Present
Boston College January 2012 - July 2013
Fidelity Investments June 2000 - June 2004
Fidelity Investments September 1996 - June 2000
Skills
SDLC, SQL, XML, Testing, User Acceptance Testing, Test Planning, HTML, Software Quality..., Quality Assurance, Integration, Software Documentation, Regression Testing, Analysis, Management, Test Cases, Agile Methodologies, Business Analysis, Software Project..., Requirements Analysis, Project Management, Computer Software..., Release Management, Product Management, Enterprise Software, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2001
MBA, Marketing
University of Massachusetts, Amherst 1991 — 1995
BBA, Operations Management
Boston College, Center for Teaching Excellence, Instructional Design and eTeaching Services July 2013 - Present
Self - Employed 2005 - Present
Boston College January 2012 - July 2013
Fidelity Investments June 2000 - June 2004
Fidelity Investments September 1996 - June 2000
Skills
SDLC, SQL, XML, Testing, User Acceptance Testing, Test Planning, HTML, Software Quality..., Quality Assurance, Integration, Software Documentation, Regression Testing, Analysis, Management, Test Cases, Agile Methodologies, Business Analysis, Software Project..., Requirements Analysis, Project Management, Computer Software..., Release Management, Product Management, Enterprise Software, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2001
MBA, Marketing
University of Massachusetts, Amherst 1991 — 1995
BBA, Operations Management
Gerald McInerney, CFP®, CRPC® Gerald McInerney, CFP®, CRPC®'s Fidelity Investments Experience October 1999 - October 2008
Job Investment Analyst at Seeking New Position
Industry Financial Services
Experience
Merrill Edge May 2012 - September 2014
Baystate Financial Services 2010 - July 2012
Commonwealth Financial Group October 2009 - December 2010
Fidelity Investments October 1999 - October 2008
BDO Seidman, LLP 1986 - 1989
Liberty Mutual 1978 - 1982
Skills
Underwriting, Tax Preparation, Personal Finance, Investment Operations, Financial Planning, Investments, Retirement, Strategic Financial..., Mutual Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 1978 — 1981
MBA, Business Administration
Saint Michael's College 1974 — 1978
BA, Business Administration
Scituate High School 1969 — 1973
Merrill Edge May 2012 - September 2014
Baystate Financial Services 2010 - July 2012
Commonwealth Financial Group October 2009 - December 2010
Fidelity Investments October 1999 - October 2008
BDO Seidman, LLP 1986 - 1989
Liberty Mutual 1978 - 1982
Skills
Underwriting, Tax Preparation, Personal Finance, Investment Operations, Financial Planning, Investments, Retirement, Strategic Financial..., Mutual Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 1978 — 1981
MBA, Business Administration
Saint Michael's College 1974 — 1978
BA, Business Administration
Scituate High School 1969 — 1973
Gregg Guinta's Fidelity Investments Experience September 1998 - May 2005
Job Chief Operating Officer at Global Financial Private Capital
Industry Financial Services
Experience
Global Financial Private Capital September 2009 - Present
Watson Wyatt Worldwide August 2008 - September 2009
Chestnut Hill Financial Group LLC May 2005 - August 2008
Fidelity Investments September 1998 - May 2005
Fidelity Investments September 1994 - September 1998
State Street September 1992 - September 1994
Bank of Boston 1986 - 1992
PepsiCo - Pepsi Beverages Company January 1983 - January 1986
Harris Corporation January 1981 - December 1982
Skills
Strategic Financial..., Investments, Asset Management, Mutual Funds, Retirement Planning, Portfolio Management, Financial Analysis, Asset Allocation, Series 7, Retirement, Wealth Management, Securities, Insurance, Fixed Annuities, Investment Strategies
Education
Babson College - Franklin W. Olin Graduate School of Business 1979 — 1980
MBA, Finance
Boston College 1975 — 1979
BA
Global Financial Private Capital September 2009 - Present
Watson Wyatt Worldwide August 2008 - September 2009
Chestnut Hill Financial Group LLC May 2005 - August 2008
Fidelity Investments September 1998 - May 2005
Fidelity Investments September 1994 - September 1998
State Street September 1992 - September 1994
Bank of Boston 1986 - 1992
PepsiCo - Pepsi Beverages Company January 1983 - January 1986
Harris Corporation January 1981 - December 1982
Skills
Strategic Financial..., Investments, Asset Management, Mutual Funds, Retirement Planning, Portfolio Management, Financial Analysis, Asset Allocation, Series 7, Retirement, Wealth Management, Securities, Insurance, Fixed Annuities, Investment Strategies
Education
Babson College - Franklin W. Olin Graduate School of Business 1979 — 1980
MBA, Finance
Boston College 1975 — 1979
BA
Dan Kraus MBA, CFP®, CRPC® Dan Kraus MBA, CFP®, CRPC®'s Fidelity Investments Experience 1999 - 2000
Job Private Wealth Advisor at Austin Private Wealth, An Ameriprise Private Wealth Advisory Practice.
Industry Financial Services
Experience
Austin Private Wealth, An Ameriprise Private Wealth Advisory Practice. 2004 - Present
American Express Financial Advisors 2002 - 2004
American Express Financial Advisors 2000 - 2002
Fidelity Investments 1999 - 2000
Fidelity Investments 1998 - 1999
Fidelity Investments 1996 - 1998
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
MBA
Binghamton University 1990 — 1993
B.A.
Austin Private Wealth, An Ameriprise Private Wealth Advisory Practice. 2004 - Present
American Express Financial Advisors 2002 - 2004
American Express Financial Advisors 2000 - 2002
Fidelity Investments 1999 - 2000
Fidelity Investments 1998 - 1999
Fidelity Investments 1996 - 1998
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
MBA
Binghamton University 1990 — 1993
B.A.
Do Hee Kim's Fidelity Investments Experience October 2009 - September 2010
Job Financial Analyst (MBA)
Industry Airlines/Aviation
Experience
Hawaiian Airlines September 2014 - Present
Hawaii Gas September 2011 - November 2013
Fidelity Investments October 2009 - September 2010
Watson Wyatt November 2007 - October 2008
OppenheimerFunds June 2006 - September 2006
Central Pacific Bank/City Bank September 2002 - August 2005
John Hancock Funds March 2001 - June 2002
State Street Corp. January 1999 - March 2001
Skills
Valuation, Financial Analysis, Financial Services, Market Research, Loans, Financial Modeling, Asset Managment, Finance, Research, Equities, Bloomberg, Fixed Income, Investments, Portfolio Management, Due Diligence, Financial Reporting, Derivatives, Asset Management, Equity Research, Private Equity
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA
Boston University Questrom School of Business 1994 — 1998
BSBA
Hawaiian Airlines September 2014 - Present
Hawaii Gas September 2011 - November 2013
Fidelity Investments October 2009 - September 2010
Watson Wyatt November 2007 - October 2008
OppenheimerFunds June 2006 - September 2006
Central Pacific Bank/City Bank September 2002 - August 2005
John Hancock Funds March 2001 - June 2002
State Street Corp. January 1999 - March 2001
Skills
Valuation, Financial Analysis, Financial Services, Market Research, Loans, Financial Modeling, Asset Managment, Finance, Research, Equities, Bloomberg, Fixed Income, Investments, Portfolio Management, Due Diligence, Financial Reporting, Derivatives, Asset Management, Equity Research, Private Equity
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA
Boston University Questrom School of Business 1994 — 1998
BSBA
Gabriel E. Ponte's Fidelity Investments Experience August 2012 - December 2012
Job Finance | Investment Strategist | Capital Markets | Client Services | Research Analyst | Consulting | Project Management
Industry Investment Management
Experience
ACTINVEST LLC June 2014 - Present
T3 Trading Group, LLC June 2013 - July 2014
Fidelity Investments August 2012 - December 2012
Kimberly-Clark May 2012 - August 2012
Perfect fuel January 2012 - May 2012
Invertech 2008 - 2011
Actinvest Sociedad de Corretaje y títulos de valores January 2009 - August 2010
Mabe 2007 - 2008
Skills
Business Strategy, Market Research, Marketing, Sales, Product Development, Multi Tasking, Team Leadership, Financial Analysis, Equities, Equity Research, Financial Modeling, Microsoft Office, Project Management, Analysis, Strategic Planning, Entrepreneurship, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
Harvard University 2011 — 2013
Project Management
Universidad Metropolitana (VE) 2002 — 2008
Production Engineering
ACTINVEST LLC June 2014 - Present
T3 Trading Group, LLC June 2013 - July 2014
Fidelity Investments August 2012 - December 2012
Kimberly-Clark May 2012 - August 2012
Perfect fuel January 2012 - May 2012
Invertech 2008 - 2011
Actinvest Sociedad de Corretaje y títulos de valores January 2009 - August 2010
Mabe 2007 - 2008
Skills
Business Strategy, Market Research, Marketing, Sales, Product Development, Multi Tasking, Team Leadership, Financial Analysis, Equities, Equity Research, Financial Modeling, Microsoft Office, Project Management, Analysis, Strategic Planning, Entrepreneurship, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
Harvard University 2011 — 2013
Project Management
Universidad Metropolitana (VE) 2002 — 2008
Production Engineering
ELIZABETH SCHNEIDER's Fidelity Investments Experience 1986 - 1992
Job Domain Partner at Wipro Technologies
Industry Investment Management
Experience
Wipro Technologies February 2013 - Present
Ernst & Young March 2011 - December 2012
Citisoft 2009 - 2010
IBM Global Business Services 2002 - 2009
PricewaterhouseCoopers (PwC) 1999 - 2002
John Hancock Investment Advisors 1995 - 1998
Mellon Trust 1992 - 1995
Fidelity Investments 1986 - 1992
Skills
Mutual Funds, Investment Operations, Asset Managment, Compliance, Business Transformation, Risk and Controls..., Project Management, Performance Improvement, Master Data Management, Business Strategy, Business Analysis, Microsoft Office, Investments, Asset Management, Risk Management, Process Improvement, SDLC, Financial Services, Management Consulting, IT Strategy, Leadership, Governance, Business Process..., Business Process..., PMO
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, International Finance/MIS
McGill University - Macdonald Campus
B. Sc., Agriculture Animal Science
Wipro Technologies February 2013 - Present
Ernst & Young March 2011 - December 2012
Citisoft 2009 - 2010
IBM Global Business Services 2002 - 2009
PricewaterhouseCoopers (PwC) 1999 - 2002
John Hancock Investment Advisors 1995 - 1998
Mellon Trust 1992 - 1995
Fidelity Investments 1986 - 1992
Skills
Mutual Funds, Investment Operations, Asset Managment, Compliance, Business Transformation, Risk and Controls..., Project Management, Performance Improvement, Master Data Management, Business Strategy, Business Analysis, Microsoft Office, Investments, Asset Management, Risk Management, Process Improvement, SDLC, Financial Services, Management Consulting, IT Strategy, Leadership, Governance, Business Process..., Business Process..., PMO
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, International Finance/MIS
McGill University - Macdonald Campus
B. Sc., Agriculture Animal Science
Gregory Jean-Simon's Fidelity Investments Experience July 2013 - Present
Job Market Data Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2013 - Present
Partners HealthCare December 2011 - July 2013
Benevento Companies July 2011 - October 2011
Apple Inc. April 2010 - July 2011
Skills
Inventory Control, Supply Management, Strategic Sourcing, Materials Management, Inventory Management, Management, Team Leadership, Process Improvement, Vendor Management, Procurement, Supply Chain Management, Supply Chain, SAP, Cross-functional Team..., Purchasing, Forecasting, Investments, Market Data
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
Salem State University 2007 — 2011
B.S. Business Administration, Accounting & Finance
Fidelity Investments July 2013 - Present
Partners HealthCare December 2011 - July 2013
Benevento Companies July 2011 - October 2011
Apple Inc. April 2010 - July 2011
Skills
Inventory Control, Supply Management, Strategic Sourcing, Materials Management, Inventory Management, Management, Team Leadership, Process Improvement, Vendor Management, Procurement, Supply Chain Management, Supply Chain, SAP, Cross-functional Team..., Purchasing, Forecasting, Investments, Market Data
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
Salem State University 2007 — 2011
B.S. Business Administration, Accounting & Finance
Justin Robertson, CFP®'s Fidelity Investments Experience April 2012 - Present
Job Investment Solutions Consultant, Managed Accounts
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Fidelity Investments December 2011 - April 2012
Fidelity Investments November 2010 - December 2011
Fidelity Investments December 2009 - November 2010
Putnam Investments May 2008 - May 2009
Skills
Series 63, Series 7, Mutual Funds, Investments, Strategic Financial...
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Merrimack College 2010 — 2012
CFP, Financial Planning
University of Massachusettts 2005 — 2009
Bachelor of Science, Business Administration, Finance
Fidelity Investments April 2012 - Present
Fidelity Investments December 2011 - April 2012
Fidelity Investments November 2010 - December 2011
Fidelity Investments December 2009 - November 2010
Putnam Investments May 2008 - May 2009
Skills
Series 63, Series 7, Mutual Funds, Investments, Strategic Financial...
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Merrimack College 2010 — 2012
CFP, Financial Planning
University of Massachusettts 2005 — 2009
Bachelor of Science, Business Administration, Finance
Dano Qualls Dano Qualls's Fidelity Investments Experience June 2015 - Present
Job User Experience Architect at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments June 2015 - Present
Fresh Tilled Soil February 2015 - May 2015
Drink Crate March 2014 - December 2014
WineKick September 2012 - December 2014
United States Air Force June 2013 - June 2014
United States Air Force May 2011 - May 2013
United States Air Force 2010 - 2011
United States Air Force 2008 - 2010
United States Air Force 2006 - 2008
Skills
User Experience Design, User Interface Design, User Experience Testing, Information Architecture, Business Strategy, Marketing Strategy, HTML, CSS, Research
Education
Bentley University 2015 — 2016
Master of Science (M.S.), Human Factors in Information Design
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2015
MBA, Marketing Concentration
Startup Institute 2014 — 2014
Product + Design Track
United States Air Force Intelligence Officer School 2006 — 2007
United States Air Force Academy 2002 — 2006
Bachelor of Science, English
Fidelity Investments June 2015 - Present
Fresh Tilled Soil February 2015 - May 2015
Drink Crate March 2014 - December 2014
WineKick September 2012 - December 2014
United States Air Force June 2013 - June 2014
United States Air Force May 2011 - May 2013
United States Air Force 2010 - 2011
United States Air Force 2008 - 2010
United States Air Force 2006 - 2008
Skills
User Experience Design, User Interface Design, User Experience Testing, Information Architecture, Business Strategy, Marketing Strategy, HTML, CSS, Research
Education
Bentley University 2015 — 2016
Master of Science (M.S.), Human Factors in Information Design
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2015
MBA, Marketing Concentration
Startup Institute 2014 — 2014
Product + Design Track
United States Air Force Intelligence Officer School 2006 — 2007
United States Air Force Academy 2002 — 2006
Bachelor of Science, English
Grant Ferguson Grant Ferguson's Fidelity Investments Experience December 2014 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments March 2012 - November 2014
Fidelity Investments December 2010 - March 2012
Fidelity Investments July 2010 - December 2010
Skills
SharePoint, Business Intelligence, Agile Methodologies, Portfolio Management, Business Analysis, SQL, Requirements Analysis, Requirements Gathering, Investments, Systems Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2016
Master of Business Administration (MBA)
Penn State University 2006 — 2010
B.S., Information Sciences and Technology, Security and Risk Analysis
Fidelity Investments December 2014 - Present
Fidelity Investments March 2012 - November 2014
Fidelity Investments December 2010 - March 2012
Fidelity Investments July 2010 - December 2010
Skills
SharePoint, Business Intelligence, Agile Methodologies, Portfolio Management, Business Analysis, SQL, Requirements Analysis, Requirements Gathering, Investments, Systems Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2016
Master of Business Administration (MBA)
Penn State University 2006 — 2010
B.S., Information Sciences and Technology, Security and Risk Analysis
Charlie Nolfi Charlie Nolfi's Fidelity Investments Experience 1998 - 2000
Job Director of Marketing and Investor Relations
Industry Investment Management
Experience
Calare Properties, Inc. January 2015 - Present
New Boston Fund May 2005 - July 2013
Yankee Advisors November 2001 - May 2004
Noosh, Inc. February 2000 - October 2001
Fidelity Investments 1998 - 2000
Fidelity Investments 1996 - 1998
Fidelity Investments 1994 - 1996
Skills
Investments, Marketing, Hedge Funds, Mutual Funds, CRM, Strategy, Marketing Strategy, Alternative Investments, Management, Business Development, Asset Management, Relationship Management, Asset Managment, Strategic Planning, Portfolio Management, Retirement Planning, Institutional Sales, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Providence College
BS - Business
Calare Properties, Inc. January 2015 - Present
New Boston Fund May 2005 - July 2013
Yankee Advisors November 2001 - May 2004
Noosh, Inc. February 2000 - October 2001
Fidelity Investments 1998 - 2000
Fidelity Investments 1996 - 1998
Fidelity Investments 1994 - 1996
Skills
Investments, Marketing, Hedge Funds, Mutual Funds, CRM, Strategy, Marketing Strategy, Alternative Investments, Management, Business Development, Asset Management, Relationship Management, Asset Managment, Strategic Planning, Portfolio Management, Retirement Planning, Institutional Sales, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Providence College
BS - Business
Erin Conroy Erin Conroy's Fidelity Investments Experience February 2006 - March 2008
Job Sr. Director, Global Compensation
Industry Financial Services
Experience
The McGraw-Hill Companies April 2011 - Present
The McGraw-Hill Companies May 2009 - April 2011
AllianceBernstein L.P. March 2008 - May 2009
Fidelity Investments February 2006 - March 2008
Fidelity Investments December 2002 - February 2006
Fidelity Investments May 2000 - December 2002
TJX August 1999 - May 2000
South Shore Hospital July 1998 - August 1999
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2006
MBA
Providence College 1994 — 1998
BS, Management
The McGraw-Hill Companies April 2011 - Present
The McGraw-Hill Companies May 2009 - April 2011
AllianceBernstein L.P. March 2008 - May 2009
Fidelity Investments February 2006 - March 2008
Fidelity Investments December 2002 - February 2006
Fidelity Investments May 2000 - December 2002
TJX August 1999 - May 2000
South Shore Hospital July 1998 - August 1999
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2006
MBA
Providence College 1994 — 1998
BS, Management
Jonathan Banks's Fidelity Investments Experience January 2006 - January 2007
Job Director Global Pricing and Business Development at American Express
Industry Financial Services
Experience
American Express August 2015 - Present
American Express March 2014 - August 2015
American Express January 2013 - March 2014
American Express August 2010 - January 2013
Walgreens January 2009 - January 2010
Simon-Kucher & Partners January 2007 - January 2008
Fidelity Investments January 2006 - January 2007
Mapi Values 2000 - 2005
Skills
Financial Modeling, Market Research, Financial Analysis, Competitive Analysis, Pricing, Strategy, Segmentation, Business Strategy, Valuation, Pricing Strategy, Data Analysis, Due Diligence, Product Management, Strategic Partnerships
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA, Business Administration and Management, General
Boston University 1999 — 2003
BA, Economics
American Express August 2015 - Present
American Express March 2014 - August 2015
American Express January 2013 - March 2014
American Express August 2010 - January 2013
Walgreens January 2009 - January 2010
Simon-Kucher & Partners January 2007 - January 2008
Fidelity Investments January 2006 - January 2007
Mapi Values 2000 - 2005
Skills
Financial Modeling, Market Research, Financial Analysis, Competitive Analysis, Pricing, Strategy, Segmentation, Business Strategy, Valuation, Pricing Strategy, Data Analysis, Due Diligence, Product Management, Strategic Partnerships
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA, Business Administration and Management, General
Boston University 1999 — 2003
BA, Economics
Jonathan Cottrell, MBA Jonathan Cottrell, MBA's Fidelity Investments Experience 1996 - 2005
Job Senior Portfolio Manager at Atlantic Financial
Industry Investment Management
Experience
Norway Savings Asset Management Group October 2010 - December 2013
Acadia Trust, N.A. January 2005 - 2008
Fidelity Investments 1996 - 2005
Bank of Boston 1993 - 1996
The Boston Company 1989 - 1993
Connecticut Bank & Trust 1987 - 1989
Skills
Equities, Series 7, International Capital..., Wealth Management, Fixed Income, Investments, Portfolio Management, Asset Allocation, Trading, Capital Markets, Business Development, Financial Services, Relationship Management, Investment Management, Investment Strategies, Investment Advisory, Strategic Financial..., Alternative Investments, Loans, Series 63, Hedge Funds, Finance, Asset Management, Retirement Planning, Banking, Mutual Funds, Securities, Bloomberg
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA
Wittenberg University 1982 — 1986
BA, Business
Norway Savings Asset Management Group October 2010 - December 2013
Acadia Trust, N.A. January 2005 - 2008
Fidelity Investments 1996 - 2005
Bank of Boston 1993 - 1996
The Boston Company 1989 - 1993
Connecticut Bank & Trust 1987 - 1989
Skills
Equities, Series 7, International Capital..., Wealth Management, Fixed Income, Investments, Portfolio Management, Asset Allocation, Trading, Capital Markets, Business Development, Financial Services, Relationship Management, Investment Management, Investment Strategies, Investment Advisory, Strategic Financial..., Alternative Investments, Loans, Series 63, Hedge Funds, Finance, Asset Management, Retirement Planning, Banking, Mutual Funds, Securities, Bloomberg
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA
Wittenberg University 1982 — 1986
BA, Business
Jeremy Boraks Jeremy Boraks's Fidelity Investments Experience February 2006 - Present
Job Equity Compensation Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2006 - Present
Fidelity Investments June 2001 - February 2006
May Department Stores August 1994 - May 2000
Skills
Series 7, Brokerage, Financial Planning, Outsourcing, Relationship Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2001
MBA
Isenberg School of Management, UMass Amherst 1992 — 1994
BS, Accounting
University of Colorado Boulder 1990 — 1992
Economics
Fidelity Investments February 2006 - Present
Fidelity Investments June 2001 - February 2006
May Department Stores August 1994 - May 2000
Skills
Series 7, Brokerage, Financial Planning, Outsourcing, Relationship Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2001
MBA
Isenberg School of Management, UMass Amherst 1992 — 1994
BS, Accounting
University of Colorado Boulder 1990 — 1992
Economics
Bonnie (Bonnie Moulton) Bate's Fidelity Investments Experience August 2002 - May 2014
Job AVP Finance at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management May 2014 - Present
Fidelity Investments August 2002 - May 2014
Skills
Finance, Pricing, Client Profitability, Revenue Analysis, Product Profitability, Financial Analysis, Financial Modeling, Investments, Financial Planning, Financial Services, Corporate Finance, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Natixis Global Asset Management May 2014 - Present
Fidelity Investments August 2002 - May 2014
Skills
Finance, Pricing, Client Profitability, Revenue Analysis, Product Profitability, Financial Analysis, Financial Modeling, Investments, Financial Planning, Financial Services, Corporate Finance, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Elliott Deloach Elliott Deloach's Fidelity Investments Experience May 2012 - Present
Job Director Technology Risk at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Bank of America August 2011 - May 2012
Bell Helicopter April 2009 - August 2011
Fidelity Investments February 1993 - February 2009
Fidelity Investments 1993 - 2009
Education
Southern Methodist University 2008 — 2014
MS, Software Engineering
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
Masters Business Administration
Baylor University - Hankamer School of Business 1988 — 1992
BBA, Finance
Fidelity Investments May 2012 - Present
Bank of America August 2011 - May 2012
Bell Helicopter April 2009 - August 2011
Fidelity Investments February 1993 - February 2009
Fidelity Investments 1993 - 2009
Education
Southern Methodist University 2008 — 2014
MS, Software Engineering
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
Masters Business Administration
Baylor University - Hankamer School of Business 1988 — 1992
BBA, Finance
Greg Chalas's Fidelity Investments Experience November 2009 - March 2010
Job Regional Sales Representative at Eaton Vance
Industry Financial Services
Experience
Eaton Vance December 2014 - Present
Eaton Vance February 2012 - November 2014
Sun Life Financial Distributors March 2010 - February 2012
Fidelity Investments November 2009 - March 2010
Morgan Stanley Smith Barney May 2008 - August 2008
The GolfZone May 2007 - August 2007
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Entrepreneurship and Investments
Stetson University 2005 — 2009
BA, Finance
Eaton Vance December 2014 - Present
Eaton Vance February 2012 - November 2014
Sun Life Financial Distributors March 2010 - February 2012
Fidelity Investments November 2009 - March 2010
Morgan Stanley Smith Barney May 2008 - August 2008
The GolfZone May 2007 - August 2007
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Entrepreneurship and Investments
Stetson University 2005 — 2009
BA, Finance
Lisa Foley's Fidelity Investments Experience January 1996 - December 1998
Job Global Talent Acquisition | Recruitment Marketing | Client Success | Project Management
Industry Staffing and Recruiting
Experience
Thomson Reuters October 2006 - December 2010
Hewitt Associates (acquired Exult) May 2004 - October 2006
Watson Wyatt Worldwide January 1998 - October 2001
Fidelity Investments January 1996 - December 1998
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, General Management
Boston College
BA, Sociology, Human Resources
Thomson Reuters October 2006 - December 2010
Hewitt Associates (acquired Exult) May 2004 - October 2006
Watson Wyatt Worldwide January 1998 - October 2001
Fidelity Investments January 1996 - December 1998
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, General Management
Boston College
BA, Sociology, Human Resources
Ivelina Luckens's Fidelity Investments Experience January 2013 - August 2013
Job VP, Market Intelligence at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company August 2013 - Present
Fidelity Investments January 2013 - August 2013
Fidelity Investments May 2011 - January 2013
Pyramis Global Advisors May 2008 - May 2011
The Asaba Group October 2005 - December 2007
Skills
Market Research, Industry Analysis, Competitive Intelligence, Asset Managment, Asset Allocation..., Project Management, Competitive Analysis, Business Strategy, Asset Management, Strategic Planning, Leadership, Consulting, Portfolio Management, Business Planning, Strategy, Analytics, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA
University of Economics-Varna 1997 — 2001
B.S., Management
The Tuck School of Business at Dartmouth
Executive Education
Loomis, Sayles & Company August 2013 - Present
Fidelity Investments January 2013 - August 2013
Fidelity Investments May 2011 - January 2013
Pyramis Global Advisors May 2008 - May 2011
The Asaba Group October 2005 - December 2007
Skills
Market Research, Industry Analysis, Competitive Intelligence, Asset Managment, Asset Allocation..., Project Management, Competitive Analysis, Business Strategy, Asset Management, Strategic Planning, Leadership, Consulting, Portfolio Management, Business Planning, Strategy, Analytics, Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA
University of Economics-Varna 1997 — 2001
B.S., Management
The Tuck School of Business at Dartmouth
Executive Education
Brian Church's Fidelity Investments Experience
Job Vice President at Fidelity Investments Retired
Industry Financial Services
Experience
Fidelity Investments
Skills
Asset Managment, Fixed Income, Securities, Mutual Funds, Financial Services, Series 7
Education
Babson College - Franklin W. Olin Graduate School of Business 1983 — 1985
MBA
Bentley University 1976 — 1979
BS, Management
Fidelity Investments
Skills
Asset Managment, Fixed Income, Securities, Mutual Funds, Financial Services, Series 7
Education
Babson College - Franklin W. Olin Graduate School of Business 1983 — 1985
MBA
Bentley University 1976 — 1979
BS, Management
Julius Roger Wu's Fidelity Investments Experience June 1999 - December 2002
Job Principal, CFO at Mercer Consulting (China) Limited
Industry Staffing and Recruiting
Experience
Monster Worldwide Inc March 2005 - July 2014
Liberty Mutual March 2003 - December 2004
Fidelity Investments June 1999 - December 2002
Great Fair Overseas Limited August 1993 - July 1997
Skills
Strategy, Analytics, Forecasting, Financial Modeling, Mergers & Acquisitions, Business Planning, Process Improvement, Leadership, Financial Analysis, Analysis, Business Strategy, Program Management, Strategic Planning, Finance, E-commerce, Budgets, Team Management, Recruiting, Pricing, Sales
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
MBA
Yu Cai Middle School
Monster Worldwide Inc March 2005 - July 2014
Liberty Mutual March 2003 - December 2004
Fidelity Investments June 1999 - December 2002
Great Fair Overseas Limited August 1993 - July 1997
Skills
Strategy, Analytics, Forecasting, Financial Modeling, Mergers & Acquisitions, Business Planning, Process Improvement, Leadership, Financial Analysis, Analysis, Business Strategy, Program Management, Strategic Planning, Finance, E-commerce, Budgets, Team Management, Recruiting, Pricing, Sales
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
MBA
Yu Cai Middle School
Camille Manix's Fidelity Investments Experience
Job VP Business Line Manager, Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments
Skills
Investments, Strategy, Asset Management, Financial Services, Strategic Planning, Relationship Management, Asset Allocation, Financial Modeling, Mutual Funds, Alternative Investments, Business Strategy, Portfolio Management, Fixed Income, Series 7
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2001
Fidelity Investments
Skills
Investments, Strategy, Asset Management, Financial Services, Strategic Planning, Relationship Management, Asset Allocation, Financial Modeling, Mutual Funds, Alternative Investments, Business Strategy, Portfolio Management, Fixed Income, Series 7
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2001
Livio Caravaggio's Fidelity Investments Experience 2009 - Present
Job TECHNICAL PROJECT MANAGER at FIDELITY INVESTMENTS
Industry Financial Services
Experience
Fidelity Investments 2009 - Present
FIDELITY INVESTMENTS 2006 - 2009
Watson Wyatt 2005 - 2007
Skills
Visio, Project Management, Vendor Management, Requirements Gathering, Business Requirements, Business Analysis, Change Management, Process Improvement, Risk Management, Integration, PMP, SDLC, Salesforce.com, Financial Services, SharePoint, Program Management, PMO, Software Project..., Requirements Analysis, Agile Methodologies, CRM, Cross-functional Team..., Outsourcing, Business Process..., Analytics, MS Project, Analysis, Relationship Management, User Acceptance Testing, Systems Analysis, Business Process..., Offshoring, Data Warehousing
Education
Northeastern University 1970 — 1974
Bachelor of Science (BS), Business Administartion
Babson College - Franklin W. Olin Graduate School of Business
Fidelity Investments 2009 - Present
FIDELITY INVESTMENTS 2006 - 2009
Watson Wyatt 2005 - 2007
Skills
Visio, Project Management, Vendor Management, Requirements Gathering, Business Requirements, Business Analysis, Change Management, Process Improvement, Risk Management, Integration, PMP, SDLC, Salesforce.com, Financial Services, SharePoint, Program Management, PMO, Software Project..., Requirements Analysis, Agile Methodologies, CRM, Cross-functional Team..., Outsourcing, Business Process..., Analytics, MS Project, Analysis, Relationship Management, User Acceptance Testing, Systems Analysis, Business Process..., Offshoring, Data Warehousing
Education
Northeastern University 1970 — 1974
Bachelor of Science (BS), Business Administartion
Babson College - Franklin W. Olin Graduate School of Business
Brian Laundry, CFA's Fidelity Investments Experience 2003 - 2003
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America July 2013 - Present
Bank of America July 2009 - June 2013
Bank of America September 2007 - July 2009
State Street Bank August 2006 - September 2007
State Street Bank January 2006 - August 2006
Pioneer Investments August 2004 - December 2005
Fidelity Investments 2003 - 2003
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Financial Reporting, Analysis, Bloomberg, Fund Accounting, Data Analysis, Project Management, Process Improvement, Commercial Banking, Business Analysis, Microsoft Office, Asset Management, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Finance, Entrepreneurship
Boston University 2000 — 2004
Bachelor of Music, Music Performance Major, Economics Minor
Bank of America July 2013 - Present
Bank of America July 2009 - June 2013
Bank of America September 2007 - July 2009
State Street Bank August 2006 - September 2007
State Street Bank January 2006 - August 2006
Pioneer Investments August 2004 - December 2005
Fidelity Investments 2003 - 2003
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Financial Reporting, Analysis, Bloomberg, Fund Accounting, Data Analysis, Project Management, Process Improvement, Commercial Banking, Business Analysis, Microsoft Office, Asset Management, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Finance, Entrepreneurship
Boston University 2000 — 2004
Bachelor of Music, Music Performance Major, Economics Minor
Lauren Ciampa West's Fidelity Investments Experience October 2006 - Present
Job VP Process Improvement / Six Sigma Master Black Belt at Fidelity Human Resources Services
Industry Outsourcing/Offshoring
Experience
Fidelity Investments October 2006 - Present
Fidelity Investments HR Services 2006 - Present
Fidelity Employer Services Co 2006 - Present
Axcelis Technologies 1996 - 2005
Osram Sylvania 1992 - 1995
Skills
Process Improvement, Six Sigma, PMP, Black Belt, Business Process..., Continuous Improvement, Cross-functional Team..., Data Analysis, Outsourcing, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
MBA
Colby College 1986 — 1990
Fidelity Investments October 2006 - Present
Fidelity Investments HR Services 2006 - Present
Fidelity Employer Services Co 2006 - Present
Axcelis Technologies 1996 - 2005
Osram Sylvania 1992 - 1995
Skills
Process Improvement, Six Sigma, PMP, Black Belt, Business Process..., Continuous Improvement, Cross-functional Team..., Data Analysis, Outsourcing, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1996
MBA
Colby College 1986 — 1990
Kevin Roche's Fidelity Investments Experience September 1996 - July 1998
Job Portfolio Manager at Penn Capital Management
Industry Investment Management
Experience
Penn Capital Management August 2002 - Present
Linsco/Private Ledger Financial Services May 2000 - July 2002
CP Baker & Company October 1999 - May 2000
Fidelity Investments September 1996 - July 1998
Skills
Portfolio Management, Investments, Equities, Financial Modeling, Hedge Funds, Asset Management, Capital Markets, Valuation, Financial Analysis, Mutual Funds, Securities, Asset Allocation, Trading, Alternative Investments, Private Equity
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1999
MBA, Finance
The Catholic University of America 1989 — 1993
BA, English
Bishop Egan
Penn Capital Management August 2002 - Present
Linsco/Private Ledger Financial Services May 2000 - July 2002
CP Baker & Company October 1999 - May 2000
Fidelity Investments September 1996 - July 1998
Skills
Portfolio Management, Investments, Equities, Financial Modeling, Hedge Funds, Asset Management, Capital Markets, Valuation, Financial Analysis, Mutual Funds, Securities, Asset Allocation, Trading, Alternative Investments, Private Equity
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1999
MBA, Finance
The Catholic University of America 1989 — 1993
BA, English
Bishop Egan
John Towle's Fidelity Investments Experience 1991 - 2003
Job Principal at Gardner Ryden Marketing Consulting LLC
Industry Financial Services
Experience
Gardner Ryden Marketing Consulting LLC 2013 - Present
Franklin Square Capital Partners - Alternative Investments/BDC 2012 - 2013
Resource America/RRE - Alternative Investments/REIT 2011 - 2012
Cole Capital - Alternative Investments/REIT 2008 - 2011
ING - Mutual Funds/Investment Management 2003 - 2008
Fidelity Investments 1991 - 2003
Skills
Marketing Strategy, Marketing Communications, Market Research, Product Marketing, Marketing Management, Financial Services, Mutual Funds, Direct Marketing, Digital Marketing, Business Development, Strategy, Product Development, Integrated Marketing, Email Marketing, Marketing, CRM, Salesforce.com, Brand Management, Brand Development
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
MBA, Marketing
University of Colorado Boulder 1985 — 1989
BA, English
Kent School
Gardner Ryden Marketing Consulting LLC 2013 - Present
Franklin Square Capital Partners - Alternative Investments/BDC 2012 - 2013
Resource America/RRE - Alternative Investments/REIT 2011 - 2012
Cole Capital - Alternative Investments/REIT 2008 - 2011
ING - Mutual Funds/Investment Management 2003 - 2008
Fidelity Investments 1991 - 2003
Skills
Marketing Strategy, Marketing Communications, Market Research, Product Marketing, Marketing Management, Financial Services, Mutual Funds, Direct Marketing, Digital Marketing, Business Development, Strategy, Product Development, Integrated Marketing, Email Marketing, Marketing, CRM, Salesforce.com, Brand Management, Brand Development
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
MBA, Marketing
University of Colorado Boulder 1985 — 1989
BA, English
Kent School
Kathleen Dean's Fidelity Investments Experience 1987 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1987 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Smith College
Bachelor of Arts, Mathematics
Fidelity Investments 1987 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Smith College
Bachelor of Arts, Mathematics
Jeff Zimon's Fidelity Investments Experience October 2007 - Present
Job Director, Project Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 2007 - Present
State Street 2006 - 2007
Fidelity Investments June 1998 - September 2006
Boston Financial Data Services 1996 - 1997
Skills
SDLC
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2005
MBA
Syracuse University 1994 — 1998
BS, MIS and Marketing
Syracuse University - Martin J. Whitman School of Management 1994 — 1998
Duxbury High School
Fidelity Investments October 2007 - Present
State Street 2006 - 2007
Fidelity Investments June 1998 - September 2006
Boston Financial Data Services 1996 - 1997
Skills
SDLC
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2005
MBA
Syracuse University 1994 — 1998
BS, MIS and Marketing
Syracuse University - Martin J. Whitman School of Management 1994 — 1998
Duxbury High School
Joseph Nastanski's Fidelity Investments Experience October 2006 - January 2008
Job Project Manager/Business Analyst at Kronos
Industry Financial Services
Experience
Kronos April 2008 - Present
Fidelity Investments October 2006 - January 2008
TJX 2005 - 2006
Fidelity Investments 2000 - 2005
Skills
Business Process, Process Improvement, Training, Testing, Business Process...
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Northeastern University
BSBA
Kronos April 2008 - Present
Fidelity Investments October 2006 - January 2008
TJX 2005 - 2006
Fidelity Investments 2000 - 2005
Skills
Business Process, Process Improvement, Training, Testing, Business Process...
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Northeastern University
BSBA
Kim Estes's Fidelity Investments Experience March 1991 - August 1998
Job Master of Social Work
Industry Mental Health Care
Experience
Kim Estes MSW, LLC June 2014 - Present
Dothan Brook Associates June 2014 - Present
Dartmouth-Hitchcock April 2014 - Present
Maponics December 2006 - January 2010
Geographic Data Technology September 1998 - January 2001
Fidelity Investments March 1991 - August 1998
Education
University of New Hampshire 2010 — 2013
Masters of Social Work, Social Work
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
Business
College of Wooster 1985 — 1989
Kim Estes MSW, LLC June 2014 - Present
Dothan Brook Associates June 2014 - Present
Dartmouth-Hitchcock April 2014 - Present
Maponics December 2006 - January 2010
Geographic Data Technology September 1998 - January 2001
Fidelity Investments March 1991 - August 1998
Education
University of New Hampshire 2010 — 2013
Masters of Social Work, Social Work
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
Business
College of Wooster 1985 — 1989
Jon Geller's Fidelity Investments Experience January 2013 - Present
Job Vice President, Strategic Account Sales at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments September 2007 - December 2012
The Bostonian Group December 2001 - September 2007
Barclays Global Investors March 1999 - November 2001
mPower November 1998 - March 1999
Fidelity Investments March 1986 - November 1998
Skills
Financial Services, Business Development, Investment Advisory, Wealth Management, Management, Strategic Planning, Investment Management, Capital Markets, Employee Benefits, Public Speaking, Series 7, Series 24, Series 63, Alternative Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1984 — 1985
MBA, Finance and Accounting
Framingham State College
BS, Math and Science
Fidelity Investments January 2013 - Present
Fidelity Investments September 2007 - December 2012
The Bostonian Group December 2001 - September 2007
Barclays Global Investors March 1999 - November 2001
mPower November 1998 - March 1999
Fidelity Investments March 1986 - November 1998
Skills
Financial Services, Business Development, Investment Advisory, Wealth Management, Management, Strategic Planning, Investment Management, Capital Markets, Employee Benefits, Public Speaking, Series 7, Series 24, Series 63, Alternative Investments
Education
Babson College - Franklin W. Olin Graduate School of Business 1984 — 1985
MBA, Finance and Accounting
Framingham State College
BS, Math and Science
Ken Papetti's Fidelity Investments Experience November 2000 - April 2010
Job Sr. Client Solutions Manager at Iron Mountain
Industry Real Estate
Experience
Iron Mountain April 2013 - Present
CIGNA March 2012 - March 2013
Jones Lang LaSalle April 2010 - March 2012
Fidelity Real Estate Company May 2005 - April 2010
Fidelity Investments November 2000 - April 2010
EMC 2005 - 2006
EMC 2005 - 2006
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2008
MBA
University of Massachusetts Dartmouth 1993 — 1997
Iron Mountain April 2013 - Present
CIGNA March 2012 - March 2013
Jones Lang LaSalle April 2010 - March 2012
Fidelity Real Estate Company May 2005 - April 2010
Fidelity Investments November 2000 - April 2010
EMC 2005 - 2006
EMC 2005 - 2006
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2008
MBA
University of Massachusetts Dartmouth 1993 — 1997
Linda Roy's Fidelity Investments Experience December 2011 - Present
Job Director of Business Resiliency at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2011 - Present
Fidelity Investments January 2000 - December 2011
Fidelity Pricing & Cash Management Services 1995 - 2000
Fidelity Software Development Company 1992 - 1995
Fidelity Accounting & Custody Services 1988 - 1992
Skills
Business Continuity, Disaster Recovery, Business Analysis, Business Continuity..., Data Center, Financial Services, Enterprise Architecture, IT Management, IT Operations, IT Strategy, ITIL, Incident Management, Information Security, Information Security..., PMP, Program Management, Risk Management, SDLC, Security, Service Delivery, Vendor Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
MBA
Bentley University 1984 — 1988
BS, Major in Economics & Finance
Bentley College - Elkin B. McCallum Graduate School of Business
Advanced Degree Certificate in CIS
Fidelity Investments December 2011 - Present
Fidelity Investments January 2000 - December 2011
Fidelity Pricing & Cash Management Services 1995 - 2000
Fidelity Software Development Company 1992 - 1995
Fidelity Accounting & Custody Services 1988 - 1992
Skills
Business Continuity, Disaster Recovery, Business Analysis, Business Continuity..., Data Center, Financial Services, Enterprise Architecture, IT Management, IT Operations, IT Strategy, ITIL, Incident Management, Information Security, Information Security..., PMP, Program Management, Risk Management, SDLC, Security, Service Delivery, Vendor Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
MBA
Bentley University 1984 — 1988
BS, Major in Economics & Finance
Bentley College - Elkin B. McCallum Graduate School of Business
Advanced Degree Certificate in CIS
Jean Holm's Fidelity Investments Experience Project ManagerAllmerica Financial1998 - 2002
Job Program Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Project ManagerAllmerica Financial1998 - 2002
Education
Babson College - Franklin W. Olin Graduate School of Business 1978 — 1984
Fidelity Investments Project ManagerAllmerica Financial1998 - 2002
Education
Babson College - Franklin W. Olin Graduate School of Business 1978 — 1984
Leah Hooker's Fidelity Investments Experience July 2005 - Present
Job Senior Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2005 - Present
Liberty Mutual 2003 - 2005
Fidelity Investments June 2002 - June 2003
Skills
Benefits Administration, 401k, Compliance, Pensions, Defined Benefit, Retirement, Employee Benefits, Mutual Funds, Human Resources
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
MBA, Business
Providence College 1998 — 2002
BS, Business
Fidelity Investments July 2005 - Present
Liberty Mutual 2003 - 2005
Fidelity Investments June 2002 - June 2003
Skills
Benefits Administration, 401k, Compliance, Pensions, Defined Benefit, Retirement, Employee Benefits, Mutual Funds, Human Resources
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2007
MBA, Business
Providence College 1998 — 2002
BS, Business
Jennifer Dill's Fidelity Investments Experience 2005 - 2007
Job Training Manager
Industry Oil & Energy
Experience
ConocoPhillips February 2014 - Present
FMC Technologies Schilling Robotics June 2013 - February 2014
Chevron October 2011 - May 2013
Chevron Corporation August 2007 - October 2011
Fidelity Investments 2005 - 2007
Total Learning Concepts 2001 - 2003
Skills
Change Management, Talent Management, Performance Management, Organizational..., Organizational Design, Leadership Development, Project Management, Stakeholder Management, Management, Strategy, Project Planning, Training, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2005
MBA, 2005
University of Vermont 1993 — 1997
BA, Sociology, Biology
ConocoPhillips February 2014 - Present
FMC Technologies Schilling Robotics June 2013 - February 2014
Chevron October 2011 - May 2013
Chevron Corporation August 2007 - October 2011
Fidelity Investments 2005 - 2007
Total Learning Concepts 2001 - 2003
Skills
Change Management, Talent Management, Performance Management, Organizational..., Organizational Design, Leadership Development, Project Management, Stakeholder Management, Management, Strategy, Project Planning, Training, Process Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2005
MBA, 2005
University of Vermont 1993 — 1997
BA, Sociology, Biology
Brittany Bascom's Fidelity Investments Experience June 2009 - January 2010
Job Head of Portfolio Analytics at John Hancock
Industry Financial Services
Experience
John Hancock February 2010 - Present
Fidelity Investments June 2009 - January 2010
Skills
Mutual Funds, Financial Analysis, Financial Services, Investments, Analytics, Analysis, Microsoft Office, Bloomberg, Data Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Tulane University - A.B. Freeman School of Business 2005 — 2009
Bachelor of Science in Management
Copenhagen Business School 2007 — 2007
John Hancock February 2010 - Present
Fidelity Investments June 2009 - January 2010
Skills
Mutual Funds, Financial Analysis, Financial Services, Investments, Analytics, Analysis, Microsoft Office, Bloomberg, Data Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Tulane University - A.B. Freeman School of Business 2005 — 2009
Bachelor of Science in Management
Copenhagen Business School 2007 — 2007
Cara Dominick's Fidelity Investments Experience 1998 - 2000
Job Owner, Take Hold Ballroom
Industry Entertainment
Experience
Take Hold Ballroom February 2005 - Present
Stonehill College 2001 - 2003
Fidelity Investments 1998 - 2000
Education
Stonehill College 1992 — 1996
BSBA, Accounting
Babson College - Franklin W. Olin Graduate School of Business
MBA
Bridgewater Raynham HS
Take Hold Ballroom February 2005 - Present
Stonehill College 2001 - 2003
Fidelity Investments 1998 - 2000
Education
Stonehill College 1992 — 1996
BSBA, Accounting
Babson College - Franklin W. Olin Graduate School of Business
MBA
Bridgewater Raynham HS
Brian Sokolowski's Fidelity Investments Experience February 2001 - September 2004
Job Equity Analyst at Cambridge Trust Company
Industry Investment Management
Experience
Cambridge Trust Company September 2004 - Present
Fidelity Investments February 2001 - September 2004
Skills
Equities, Equity Research, Investments, Bloomberg, Asset Management, Portfolio Management, Financial Modeling, Fixed Income, Mutual Funds, Alternative Investments, Valuation, Financial Analysis, Wealth Management, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance, General
Fairfield University
BA, History
Holy Cross High School
Cambridge Trust Company September 2004 - Present
Fidelity Investments February 2001 - September 2004
Skills
Equities, Equity Research, Investments, Bloomberg, Asset Management, Portfolio Management, Financial Modeling, Fixed Income, Mutual Funds, Alternative Investments, Valuation, Financial Analysis, Wealth Management, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance, General
Fairfield University
BA, History
Holy Cross High School
Cheryl Dubin Tutun's Fidelity Investments Experience April 2014 - Present
Job Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Clark University August 2013 - Present
Fidelity Investments June 2011 - March 2014
United Way 2005 - 2013
Fidelity Investments July 2005 - June 2011
Fidelity Investments February 2001 - July 2005
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1999
Fidelity Investments June 1996 - 1997
Fidelity Investments June 1994 - May 1996
Skills
Relationship Management, Trading, Series 63, Securities, Financial Services, Fixed Income, Mutual Funds, Equities, Investments, Asset Managment, Alternative Investments, Series 7, Financial Modeling, Derivatives, Series 24
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1996
MBA, General Business and Finance
Isenberg School of Management, UMass Amherst 1986 — 1990
BBA, Business/Finance
Fidelity Investments April 2014 - Present
Clark University August 2013 - Present
Fidelity Investments June 2011 - March 2014
United Way 2005 - 2013
Fidelity Investments July 2005 - June 2011
Fidelity Investments February 2001 - July 2005
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1999
Fidelity Investments June 1996 - 1997
Fidelity Investments June 1994 - May 1996
Skills
Relationship Management, Trading, Series 63, Securities, Financial Services, Fixed Income, Mutual Funds, Equities, Investments, Asset Managment, Alternative Investments, Series 7, Financial Modeling, Derivatives, Series 24
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1996
MBA, General Business and Finance
Isenberg School of Management, UMass Amherst 1986 — 1990
BBA, Business/Finance
Eldene Amilcar Chugani's Fidelity Investments Experience Vice PresidentFidelity Investments1994 - 2008
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Vice PresidentFidelity Investments1994 - 2008
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1999
MBA
Boston University 1990 — 1994
Fidelity Investments Vice PresidentFidelity Investments1994 - 2008
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1999
MBA
Boston University 1990 — 1994
Chak Dalai's Fidelity Investments Experience 2000 - 2009
Job Manager DevOps
Industry Information Technology and Services
Experience
Homesite Insurance January 2012 - Present
Fidelity Investments 2000 - 2009
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA, General Management
Osmania University 1991 — 1996
Homesite Insurance January 2012 - Present
Fidelity Investments 2000 - 2009
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2009
MBA, General Management
Osmania University 1991 — 1996
Kathleen Keohane's Fidelity Investments Experience 2007 - 2008
Job Vice President, Global Operations Risk and Control
Industry Financial Services
Experience
State Street Corporation March 2014 - Present
State Street Global Operations February 2012 - February 2013
State Street Corporation May 2011 - February 2012
Liberty Mutual September 2009 - June 2011
Fidelity Investments 2007 - 2008
Fidelity Investments 2006 - 2007
Fidelity Investments 2003 - 2006
Fidelity Investments 1992 - 2003
Fidelity Investments 1988 - 2001
Fidelity Investments 1985 - 1988
Skills
Program Management, Strategic Planning, Strategy, Project Management, Business Analysis, Enterprise Software, Product Marketing, Process Improvement, Investments, Business Planning, Risk Management, Vendor Management, Business Intelligence, Leadership, Marketing Strategy, Analytics, Financial Services, Cross-functional Team..., Product Development, CRM, Start-ups, Management, Executive Management, Management Consulting, Business Process..., Analysis, Change Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1984 — 1986
MBA, Finance, Organizational Design concentrations
Boston College 1976 — 1980
BS, Special Education
State Street Corporation March 2014 - Present
State Street Global Operations February 2012 - February 2013
State Street Corporation May 2011 - February 2012
Liberty Mutual September 2009 - June 2011
Fidelity Investments 2007 - 2008
Fidelity Investments 2006 - 2007
Fidelity Investments 2003 - 2006
Fidelity Investments 1992 - 2003
Fidelity Investments 1988 - 2001
Fidelity Investments 1985 - 1988
Skills
Program Management, Strategic Planning, Strategy, Project Management, Business Analysis, Enterprise Software, Product Marketing, Process Improvement, Investments, Business Planning, Risk Management, Vendor Management, Business Intelligence, Leadership, Marketing Strategy, Analytics, Financial Services, Cross-functional Team..., Product Development, CRM, Start-ups, Management, Executive Management, Management Consulting, Business Process..., Analysis, Change Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1984 — 1986
MBA, Finance, Organizational Design concentrations
Boston College 1976 — 1980
BS, Special Education
Eldene Chugani, MBA, PMP's Fidelity Investments Experience 2002 - 2009
Job VP, AIS Business Strategy and Product Development at State Street
Industry Information Technology and Services
Experience
State Street June 2014 - Present
Chugani Ventures, Inc. March 2013 - Present
RBS Citizens Group 2012 - 2013
RBS Citizens Financial Group 2011 - 2012
Chugani Ventures, Inc. 2009 - 2011
Fidelity Investments 2002 - 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2002 - 2005
Variant Technologies/Aegis Global Partners 2000 - 2002
Skills
Risk Management, Vendor Management, Process Improvement, Program Management, Project Portfolio..., Requirements Analysis, Project Management, Business Process..., Change Management, Management, Business Strategy, Strategic Planning, Product Management, IT Strategy, Offshoring, Leadership, Relationship Management, Executive Leadership, Multi-Site/Global..., Process Engineering, Business Plan..., Mobile & Online Product..., Product Roadmap..., Financial Services &..., Applications Software..., Waterfall Development..., Agile Methodology, Program/Project..., KPI Development &..., Software Development, Client Relations Skills, Technology..., Information Security, Business Analysis, Strategy, Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Boston University
Bachelor of Arts (BA)
Cornell University - Johnson Graduate School of Management
Business Strategy
State Street June 2014 - Present
Chugani Ventures, Inc. March 2013 - Present
RBS Citizens Group 2012 - 2013
RBS Citizens Financial Group 2011 - 2012
Chugani Ventures, Inc. 2009 - 2011
Fidelity Investments 2002 - 2009
Fidelity Investments 2005 - 2007
Fidelity Investments 2002 - 2005
Variant Technologies/Aegis Global Partners 2000 - 2002
Skills
Risk Management, Vendor Management, Process Improvement, Program Management, Project Portfolio..., Requirements Analysis, Project Management, Business Process..., Change Management, Management, Business Strategy, Strategic Planning, Product Management, IT Strategy, Offshoring, Leadership, Relationship Management, Executive Leadership, Multi-Site/Global..., Process Engineering, Business Plan..., Mobile & Online Product..., Product Roadmap..., Financial Services &..., Applications Software..., Waterfall Development..., Agile Methodology, Program/Project..., KPI Development &..., Software Development, Client Relations Skills, Technology..., Information Security, Business Analysis, Strategy, Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Boston University
Bachelor of Arts (BA)
Cornell University - Johnson Graduate School of Management
Business Strategy
Bronwen Cunningham's Fidelity Investments Experience December 1986 - July 2005
Job Independent Financial Services Professional
Industry Financial Services
Experience
Independant Consulting October 2005 - April 2006
Fidelity Investments December 1986 - July 2005
Skills
Retirement, Investments, Financial Services, Retirement Planning, 401k, Series 7, Relationship Management, Mutual Funds, Pensions, Series 63, Asset Allocation, Series 6
Education
Babson College - Franklin W. Olin Graduate School of Business 1977 — 1983
MBA, Management and Communication
Independant Consulting October 2005 - April 2006
Fidelity Investments December 1986 - July 2005
Skills
Retirement, Investments, Financial Services, Retirement Planning, 401k, Series 7, Relationship Management, Mutual Funds, Pensions, Series 63, Asset Allocation, Series 6
Education
Babson College - Franklin W. Olin Graduate School of Business 1977 — 1983
MBA, Management and Communication
Caitlin Ruane's Fidelity Investments Experience July 2012 - Present
Job Director of Finance, Enterprise Infrastructure at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments June 2010 - Present
Fidelity Investments June 2009 - August 2009
Boston Private Bank 2006 - 2008
Skills
Financial Modeling
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
Connecticut College 2000 — 2004
BA
Fidelity Investments July 2012 - Present
Fidelity Investments June 2010 - Present
Fidelity Investments June 2009 - August 2009
Boston Private Bank 2006 - 2008
Skills
Financial Modeling
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
Connecticut College 2000 — 2004
BA
Jim Mazzola's Fidelity Investments Experience 1991 - 1994
Job Relationship Manager at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics 2006 - Present
EDGAR Online 2005 - 2006
Thomson Financial 1998 - 2005
BankBoston 1995 - 1998
Bank of Boston 1995 - 1998
Fidelity Investments 1991 - 1994
Skills
Analysis, Customer Relations, Insurance, Customer Service, Financial Risk, Financial Analysis, Risk Management, Management Consulting, Credit, Banking, Portfolio Management, Business Development, Loans, Credit Risk, Fixed Income, Financial Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1995
MBA, Business
University of Massachusetts, Amherst 1986 — 1990
BBA, Finance
Moody's Analytics 2006 - Present
EDGAR Online 2005 - 2006
Thomson Financial 1998 - 2005
BankBoston 1995 - 1998
Bank of Boston 1995 - 1998
Fidelity Investments 1991 - 1994
Skills
Analysis, Customer Relations, Insurance, Customer Service, Financial Risk, Financial Analysis, Risk Management, Management Consulting, Credit, Banking, Portfolio Management, Business Development, Loans, Credit Risk, Fixed Income, Financial Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1995
MBA, Business
University of Massachusetts, Amherst 1986 — 1990
BBA, Finance
Jacki Farrell's Fidelity Investments Experience August 2010 - January 2011
Job Account Management at Fidelity Institutional Shared Marketing Services
Industry Marketing and Advertising
Experience
Fidelity Institutional Shared Marketing Services January 2014 - Present
Fidelity Charitable Gift Fund January 2011 - January 2014
Fidelity Investments August 2010 - January 2011
Movement Center of Boston September 2009 - 2010
Fidelity Charitable Gift Fund 2009 - December 2009
Fidelity Investments 1995 - 2008
Skills
Marketing, Financial Services, Segmentation, Strategy, Integrated Marketing, Marketing Communications, Vendor Management, Creative Direction, Salesforce.com, Direct Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Harvard University
BA, Economics
Fidelity Institutional Shared Marketing Services January 2014 - Present
Fidelity Charitable Gift Fund January 2011 - January 2014
Fidelity Investments August 2010 - January 2011
Movement Center of Boston September 2009 - 2010
Fidelity Charitable Gift Fund 2009 - December 2009
Fidelity Investments 1995 - 2008
Skills
Marketing, Financial Services, Segmentation, Strategy, Integrated Marketing, Marketing Communications, Vendor Management, Creative Direction, Salesforce.com, Direct Marketing
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Harvard University
BA, Economics
Deepak Sabharwal's Fidelity Investments Experience December 2011 - December 2012
Job Sr. Manager IT at Kronos
Industry Computer Software
Experience
Kronos March 2014 - Present
Senior Systems, Inc. January 2012 - February 2013
Fidelity Investments December 2011 - December 2012
State Street Bank April 2010 - December 2011
Fidelity Investments 2009 - 2010
CIGNA Healthcare April 2009 - November 2009
PTC 2000 - 2009
Skills
Disaster Recovery, Unix, IT Strategy, SDLC, Vendor Management, Data Warehousing, Software Project..., Enterprise Architecture, Business Intelligence, Business Analysis, Oracle, Requirements Analysis, Database Administration, Agile Methodologies, Databases, SQL, Microsoft SQL Server, Data Modeling
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2012
MBA, Information Technology
Kronos March 2014 - Present
Senior Systems, Inc. January 2012 - February 2013
Fidelity Investments December 2011 - December 2012
State Street Bank April 2010 - December 2011
Fidelity Investments 2009 - 2010
CIGNA Healthcare April 2009 - November 2009
PTC 2000 - 2009
Skills
Disaster Recovery, Unix, IT Strategy, SDLC, Vendor Management, Data Warehousing, Software Project..., Enterprise Architecture, Business Intelligence, Business Analysis, Oracle, Requirements Analysis, Database Administration, Agile Methodologies, Databases, SQL, Microsoft SQL Server, Data Modeling
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2012
MBA, Information Technology
Erin Ketchum's Fidelity Investments Experience October 2009 - Present
Job Director at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments October 2009 - Present
Fidelity Investments 2005 - 2008
Fidelity Investments 2004 - 2005
Fidelity Investments 2002 - 2004
Fidelity Investments 2000 - 2002
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Bates College
BA, History
Fidelity Investments October 2009 - Present
Fidelity Investments 2005 - 2008
Fidelity Investments 2004 - 2005
Fidelity Investments 2002 - 2004
Fidelity Investments 2000 - 2002
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Bates College
BA, History
Beverly Gomes-Schwartz's Fidelity Investments Experience 2004 - November 2008
Job VP at Fidelity Investments
Industry Financial Services
Experience
BZ Sustainable Style April 2009 - Present
Fidelity Investments 2004 - November 2008
Fidelity Investments 1999 - 2004
Fidelity Investments 1996 - 1999
Skills
Project Portfolio..., Project Management, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1983 — 1986
MBA, Finance, IT
Vanderbilt University 1972 — 1976
Ph.d, Psychology
Pratt Institute 1967 — 1971
BA, Humanities
BZ Sustainable Style April 2009 - Present
Fidelity Investments 2004 - November 2008
Fidelity Investments 1999 - 2004
Fidelity Investments 1996 - 1999
Skills
Project Portfolio..., Project Management, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1983 — 1986
MBA, Finance, IT
Vanderbilt University 1972 — 1976
Ph.d, Psychology
Pratt Institute 1967 — 1971
BA, Humanities
Lisa Fruscella's Fidelity Investments Experience December 1996 - Present
Job Finance Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 1996 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2004
MBA
Boston College 1992 — 1996
BS Management, Accounting
Fidelity Investments December 1996 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2004
MBA
Boston College 1992 — 1996
BS Management, Accounting
Christopher Giglia's Fidelity Investments Experience September 2012 - Present
Job Vice President Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Fidelity Investments 2003 - September 2012
Boston Beacon Financial Consulting 2002 - 2003
ADC Telecommunications 2000 - 2002
Broadband Access Systems, Inc. April 2000 - September 2000
PricewaterhouseCoopers June 1996 - April 2000
Skills
Finance, Management, Financial Modeling, Leadership, Investments, Venture Capital, Financial Analysis, Start-ups
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2003
MBA, One-Year Accelerated MBA Program
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
MS, Accounting
Fidelity Investments September 2012 - Present
Fidelity Investments 2003 - September 2012
Boston Beacon Financial Consulting 2002 - 2003
ADC Telecommunications 2000 - 2002
Broadband Access Systems, Inc. April 2000 - September 2000
PricewaterhouseCoopers June 1996 - April 2000
Skills
Finance, Management, Financial Modeling, Leadership, Investments, Venture Capital, Financial Analysis, Start-ups
Education
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2003
MBA, One-Year Accelerated MBA Program
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
MS, Accounting
Jonathan Cottrell's Fidelity Investments Experience January 1996 - July 2005
Job Principal, Charter Oak Capital Management
Industry Investment Management
Experience
Charter Oak Capital Management May 2008 - Present
Camden National Corporation January 2006 - April 2008
Fidelity Investments January 1996 - July 2005
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
MBA, Business
Wittenberg University 1983 — 1987
BA, Business
Charter Oak Capital Management May 2008 - Present
Camden National Corporation January 2006 - April 2008
Fidelity Investments January 1996 - July 2005
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 1999
MBA, Business
Wittenberg University 1983 — 1987
BA, Business
Kelly M. Larkin's Fidelity Investments Experience June 2014 - Present
Job Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments June 2011 - June 2014
Fidelity Investments March 2011 - June 2011
Restaurant Associates at Harvard Law School July 2010 - March 2011
Skills
Corporate Governance, Process Improvement, Strategic Communications, Microsoft Excel, Financial Services, Change Management, Event Management, PowerPoint, Team Leadership, Data Visualization
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
MBA, Concentration in Finance & Marketing
Boston University 2006 — 2010
BS, School of Hospitality Administration
Fidelity Investments June 2014 - Present
Fidelity Investments June 2011 - June 2014
Fidelity Investments March 2011 - June 2011
Restaurant Associates at Harvard Law School July 2010 - March 2011
Skills
Corporate Governance, Process Improvement, Strategic Communications, Microsoft Excel, Financial Services, Change Management, Event Management, PowerPoint, Team Leadership, Data Visualization
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
MBA, Concentration in Finance & Marketing
Boston University 2006 — 2010
BS, School of Hospitality Administration
Geri Sheehan, CFA's Fidelity Investments Experience 2011 - Present
Job Senior Writer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2011 - Present
Loomis, Sayles & Company December 2009 - February 2012
Fidelity Investments 1986 - 2002
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1990
Master of Business Administration (MBA)
Simmons College 1978 — 1982
B.A., Economics Finance
Fidelity Investments 2011 - Present
Loomis, Sayles & Company December 2009 - February 2012
Fidelity Investments 1986 - 2002
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1990
Master of Business Administration (MBA)
Simmons College 1978 — 1982
B.A., Economics Finance
Kelly Lannan's Fidelity Investments Experience July 2015 - Present
Job Director, Women and Young Investors College at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments July 2013 - July 2015
Babson College August 2011 - May 2013
Sel de la Terre September 2007 - April 2011
Winchester Swim and Tennis Club June 2000 - August 2010
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance and General Management
Union College 2003 — 2007
Bachelor of Arts (BA), History and Political Science
Fidelity Investments July 2015 - Present
Fidelity Investments July 2013 - July 2015
Babson College August 2011 - May 2013
Sel de la Terre September 2007 - April 2011
Winchester Swim and Tennis Club June 2000 - August 2010
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance and General Management
Union College 2003 — 2007
Bachelor of Arts (BA), History and Political Science
Cynthia McDonough's Fidelity Investments Experience November 2007 - Present
Job Vice President of Finance at Fidelity Financial Advisor Solutions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2007 - Present
Honeywell 1980 - 1993
Education
Babson College - Franklin W. Olin Graduate School of Business 1983 — 1986
Master of Business Administration (M.B.A.)
Boston College 1976 — 1980
Bachelor of Science (B.S.), Finance and Economics, Magna Cum Laude
Fidelity Investments November 2007 - Present
Honeywell 1980 - 1993
Education
Babson College - Franklin W. Olin Graduate School of Business 1983 — 1986
Master of Business Administration (M.B.A.)
Boston College 1976 — 1980
Bachelor of Science (B.S.), Finance and Economics, Magna Cum Laude
Geri Carroll, CFA's Fidelity Investments Experience 1997 - 2005
Job Vice President, Global & EM Equities at AGF Investments
Industry Investment Management
Experience
AGF Investments January 2013 - Present
Putnam Investments November 2010 - 2012
Mercer 2007 - 2010
Prudential Financial January 2005 - October 2006
Fidelity Investments 1997 - 2005
Shawmut/Fleet 1995 - 1997
Baybank 1987 - 1995
Baybank 1987 - 1995
Skills
Investment expertise, Investments, Hedge Funds, Equities, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
AGF Investments January 2013 - Present
Putnam Investments November 2010 - 2012
Mercer 2007 - 2010
Prudential Financial January 2005 - October 2006
Fidelity Investments 1997 - 2005
Shawmut/Fleet 1995 - 1997
Baybank 1987 - 1995
Baybank 1987 - 1995
Skills
Investment expertise, Investments, Hedge Funds, Equities, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Bob Bradbury's Fidelity Investments Experience 2003 - Present
Job Director Software Engineering at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2003 - Present
Lycos, Inc. 1999 - 2003
Medical Information Technology & Shared Medical Systems 1993 - 1999
Skills
Software Project..., Program Management, Business Relationship...
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1998
MBA
Boston College 1988 — 1992
BA, Communications
Fidelity Investments 2003 - Present
Lycos, Inc. 1999 - 2003
Medical Information Technology & Shared Medical Systems 1993 - 1999
Skills
Software Project..., Program Management, Business Relationship...
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1998
MBA
Boston College 1988 — 1992
BA, Communications
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank