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.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
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Fidelity Investments Employees
(at Commonwealth of Massachusetts Division of Professional Licensure) April 2014 - October 2014
Wolters Kluwer Financial Services January 2013 - February 2014
Bank of America Merrill Lynch February 2011 - December 2012
Thomas Talbot Lodge 2010 - 2012
Medallion Foods 2001 - 2011
Fidelity Investments February 2001 - October 2010
Eggrock Partners 1998 - 2001
Breakaway Solutions 1998 - 2001
Iron Mountain 1993 - 1998
General Electric Aircraft Engines 1984 - 1993
Skills
SDLC, Program Management, PMP, Project Management, Management, Leadership, Software Development, Business Analysis, MS Project, Enterprise Software, Vendor Management, PMO, Process Improvement, SharePoint, Financial Services, Software Project..., Information Technology, Agile Methodologies, Strategy, Strategic Planning, IT Management, Visio, Cross-functional Team..., KYC, Anti Money Laundering, CTR, FinCEN, Bank Secrecy Act, CIP, Licensing, Team Building, Team Leadership, Project Planning, Microsoft Project, Project Estimation, Budget Process, Risk Management, State Government, Project Recovery
Education
Northeastern University 1979 — 1984
BS, Business
Consultant March 2013 - July 2015
Bain Capital January 2012 - September 2012
Bank of America August 2010 - November 2011
Fidelity Investments March 2008 - June 2010
Fidelity Investments March 2006 - February 2008
Fidelity Investments May 2003 - March 2006
Fidelity Investments February 1999 - May 2003
Fidelity Investments December 1995 - February 1999
CSC Consulting June 1994 - December 1995
Keane Consulting Group December 1992 - June 1994
Skills
Agile Methodologies, Enterprise Architecture, Software Development, SDLC, Oracle, Databases, Project Management, DB2, Spring, Business Analysis, Unix, Business Intelligence, Testing, Requirements Analysis, Software Project..., Process Improvement, Enterprise Software, Java Enterprise Edition, Integration, Spring Framework, Quality Assurance, Sybase, Software Engineering, SOA, Data Warehousing, Requirements Gathering, Subversion, Struts, Software Quality..., Application Architecture, Informatica, Waterfall, Agile Project Management, Servlets
Education
Southern New Hampshire University
MS-CIS
University of Mumbai
Bachelor's Degree
Northeastern University
Certification Program in Internet/Web Development
University of Massachusetts Boston
Project Management
Fidelity Investments February 2015 - Present
Andy's Bar & Grill May 2008 - February 2015
The Cupboard Natural Grocers August 2011 - May 2013
Lowe's Companies, Inc. December 2007 - June 2008
Blockbuster October 2006 - May 2007
Two Señoritas February 2006 - June 2006
Applebee's January 2004 - January 2006
MPISD May 2003 - August 2003
Self Employed May 1995 - August 2003
Skills
Finance, Financial Analysis, Foreign Exchange, Fixed Income, Account Reconciliation, Microsoft Office, Computer Proficiency, Data Entry, IT Solutions, Priority Management, Social Media, Social Networking, Teamwork, Document Management, Customer Service, Computer Hardware, Computer Repair, Computer Network..., Problem Solving, Filing, Team-oriented, Receptionist Duties, Calendaring, File Management, Clerical Skills, Negotiation, Marketing, Phone Etiquette, Microsoft Word, Microsoft Excel, PowerPoint, Audio Engineering, Audio Editing, Ableton Live, QuickBooks, Video Editing, Video Production, Interpersonal Skills
Education
University of North Texas 2006 — 2016
Bachelor's Degree, Business/Computer Science
Northeast Texas Community College 2004 — 2006
Scholastic May 2014 - Present
NYS Department of Labor July 2010 - May 2014
Sony/BMG Music Entertainment February 2007 - February 2009
Mercer Human Resources Services May 2006 - February 2007
Fidelity Investments August 2004 - March 2006
Scholastic Inc. March 2001 - March 2004
Fidelity Investments November 1995 - October 2000
Skills
Employee Benefits, Group Medical, Flexible Spending..., Supplemental Insurance, Cafeteria Plans, COBRA, FMLA, Open Enrollment, Leaves Of Absence, New Hire Orientations, COBRA Administration, Short Term Disability, Benefits Communication, Employee Services, Operational HR, Benefits, HRIS, HR Policies, Employee Relations, Benefits Administration, Outlook, Word, Interviewing, PeopleSoft, PowerPoint, Hiring, Excel, Vendor Management, Policy, Administration, Access, Microsoft Office, Customer Service, Data Analysis, Customer Relations, Team Building, Onboarding, Organizational..., Problem Solving, Mentoring, Leadership Development, Process Improvement, Public Speaking, Event Planning, Social Media, Documentation, Supervisory Skills, Interviews, Microsoft Word, Human Resources
Education
Northeastern University 1991 — 1993
MA
State University of New York at New Paltz 1986 — 1991
BA
Fidelity Investments 2011 - 2014
Fidelity Investments 2010 - 2011
Fidelity Investments 2007 - 2009
Fidelity Investments 2001 - 2007
Skills
Security Operations, Access Control, Physical Security, Security, Corporate Security, Security Management, Surveillance, Program Management, Emergency Management, Crisis Management, Private Investigations, Security Audits, Risk Assessment, Investigation, Enforcement, Law Enforcement
Education
Northeastern University 1996 — 2001
Bachelor of Science (B.S.), Criminal Justice
Hologic, Inc. October 2014 - Present
Hologic, Inc. October 2012 - September 2014
Hologic, Inc. August 2009 - October 2012
The Palladium Group October 2007 - July 2009
Fidelity Investments October 2006 - October 2007
The Palladium Group October 2003 - October 2006
JP Morgan Chase May 1998 - September 2001
SBC Communications September 1997 - May 1998
Skills
Financial statement..., DCF, NPV and IRR..., Financial Planning, Financial Reporting, OLAP, HFM, Hyperion Planning, Essbase, Strategic Financial..., Financial Statements, Analysis, Business Intelligence, Leadership, Project Management, Consulting, EPM, Business Analysis, Strategy, OBIEE, Finance, Financial Modeling, Analytics, Management, Business Performance..., Strategic Planning, Corporate Finance, Program Management
Education
Northeastern University
Master of Business Administration (MBA)
University of New Hampshire
Bachelor of Arts (BA), Political Science
St. Sebastian's School
HS Diploma
Northrop Grumman Corporation January 2004 - Present
SIAC 2002 - 2002
Fidelity Investments 1996 - 2001
Northrop Grumman Corporation September 1985 - May 1996
Data Communication Inc. 1984 - 1985
American Broadcasting Companies, Inc. 1984 - 1984
Skills
Program Management, Quality Assurance, Change Management, Asset Management, Technical Writing, Data Acquisition, Standards and..., Configuration Management, Data Management, Vendor Management, PMO, Telelogic DOORS, Systems Engineering, Requirements Management, System Architecture, DoD, Testing, Engineering Management, Aerospace, Integration, Security Clearance, Requirements Analysis, Software Engineering, Rational DOORS
Education
Northcentral University 2007 — 2012
Doctor of Philosophy (PhD), Management of Engineering and Technology
New School University
Certificate, World Wide Web Page Design
New York University - Leonard N. Stern School of Business 1986 — 1991
Master of Business Administration (MBA), Finance
The George Washington University 1981 — 1984
Bachelor of Science in Electrical Engineering, Electrical Engineering
Oceanside Senior High School
Honor Regents Diploma
Monster August 2014 - Present
ASML / CYMER September 2012 - Present
Monster August 2012 - Present
Boxford Executive Search Group INC. August 2009 - August 2012
Oxford Global Resources/Centerpoint January 2011 - June 2012
A&A Search February 2007 - February 2009
BeneTemps June 2005 - February 2007
New York Life Investment Management March 2004 - July 2005
Fidelity Investments 1998 - 2002
Skills
Recruiting, Sourcing, Headhunt, Boolean Logic, Talent Acquisition, Executive Search, Retained Search, Technology Recruitment, Contract Recruitment, Permanent Staffing, Project Staffing, Applicant Tracking..., Cold Calling, Medical Devices, Name Development, Talent Mining, Google+, TalentLink, Avature
Education
Northeastern University
Bachelor of Science, Business Administration
Aon Benfield February 2015 - Present
Liberty Mutual June 2007 - December 2014
Liberty Mutual February 2011 - April 2012
Fidelity Investments 2005 - 2007
IntelliReach Corporation 2004 - 2005
Eastern Bank 2003 - 2005
Skills
Risk Management, Underwriting, Insurance, Analysis, Management, Training, Commercial Insurance, Forecasting, Portfolio Management, Claim, Negotiation, Reinsurance, Brokers, New Business Development, Sales, Auditing, Marketing, Finance, Customer Service, Banking, Analytics, Property & Casualty..., Pricing, Accounting, Casualty, Commercial Lines, Legal Liability, Liability, CPCU, Workers Compensation
Education
Northeastern University 2002 — 2007
BS
Santander Bank January 2014 - June 2014
Santander Bank May 2012 - December 2013
SunGard Capital Markets July 2008 - October 2011
SunGard Securities Processing September 2005 - June 2008
Keystone Associates February 2005 - September 2005
Deutsche Asset Management 2002 - January 2005
Scudder Investments 1997 - 2000
Fidelity Investments 1986 - 1997
Skills
SharePoint, Articulate, elearning, Captivate, Camtasia, Information Architecture, MS Office Suite, Training Delivery, Training & Development, Technical Training, Intranet Strategy, Web Design, Website Development, Fireworks, Dreamweaver, Needs Analysis, Task Analysis, Adult Learning Theory, ADDIE, Process Improvement, Problem Resolution, Needs Assessment, HTML, Flash, Information Mapping, Visio, FrontPage, Windows Media Encoder, Instructor-led Training, Instructional Design, PowerPoint, CMS, Change Management, Microsoft Office, Excel, Web Development, Content Management, User Interface Design, Windows, SnagIt, Confluence, Storyboarding, Voice Over, Scripting, WebEx, Project Management, Microsoft Excel
Education
William George and Associates 2012 — 2012
Lean Six Sigma and Project Managment Professional
Northeastern University 1982 — 1986
BS in Business Administration, Management and Finance
Lexington Christian Academy 1977 — 1981
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Germantown Academy
Keiretsu Forum August 2015 - Present
Keiretsu Forum Istanbul May 2012 - Present
Arkan Ergin JPA International June 2008 - April 2012
Grant Thornton 2005 - 2008
CIBC World Markets May 2001 - February 2004
CIBC Mellon December 1997 - May 2001
Fidelity Investments April 1997 - December 1997
Skills
M&A experience, Business Valuation, M&A due diligence, Strategic Sourcing, Due Diligence, Strategic Consulting, Fairness Opinions, Valuation, Financial Services, Mutual Funds
Education
Northeastern University 1992 — 1996
BA, International Business & Management
Ashbury College 1989 — 1992
OAC
RBM Technologies June 2015 - Present
Virtify, Inc. July 2012 - June 2015
Fidelity Investments December 2006 - July 2012
Fidelity Investments June 2003 - December 2006
ProvisionSoft October 2001 - June 2003
Marcam 1996 - 2001
Skills
Agile Project Management, Strategic Planning, People Management, Technology Evaluation, TDD, WPF, C#, .NET, Java, XML, SOA, EDA, ESB, Web Services, Tomcat, JMS, Spring, iBatis, Hibernate, Performance Improvement, Portals, PaaS, Agile Methodologies, SQL, Distributed Systems, Test Driven Development, WCF, Design Patterns, Architectures, Integration, Enterprise Software, Continuous Integration, Oracle, JDBC, Enterprise Architecture, SOAP, Scrum, Management, Architecture, Spring Framework, SDLC, Software Project..., SaaS, Unix, Program Management, Vendor Management
Education
Northeastern University 1991 — 1993
M.S., Computer Science
College of Engineering Guindy, Chennai 1983 — 1987
B.S., Printing/Mechanical Engineering
St. Patrick's School, Adyar, Madras
BlackRock August 2013 - Present
VideoNitch December 2012 - July 2013
Direxionfunds January 2012 - November 2012
John Hancock Financial Services November 2003 - November 2011
ING Investment Management April 2002 - October 2003
Fidelity Investments 1996 - 2002
Skills
Consultative Selling, Business Relationship..., Start-ups, Rebuilding Territories, Mutual Funds, Series 63, Retirement Planning, Alternative Investments, Series 7, Asset Allocation, Investments, Financial Planning, Wealth Management, Wealth, New Business Development, ETFs, Strategic Financial..., Asset Management, Separately Managed..., Fixed Annuities, Series 65, 401k, Portfolio Management, Business Development, Investment Management
Education
Northeastern University 1974 — 1979
BS, Marketing/Marketing Management, General
Wharton School, University of Pennsylvania 2008 — 2010
Securities Industry Institute®
Putnam Investments January 2008 - Present
Fidelity Investments 2000 - 2008
Boston Herald 1999 - 2000
Boston Business Journal 1995 - 1999
The Eagle-Tribune 1989 - 1995
Skills
Press Releases, Editing, Editorial, Leadership, Marketing, Newsletters, Strategic Communications, Blogging, Management, Marketing Communications, Web Content, Journalism, Social Media Marketing, Creative Writing, Essays
Education
Northeastern University
Bachelor of Science (BS), Journalism
IBM January 2008 - Present
IBM May 2005 - December 2007
Ascential Software September 2003 - April 2005
Harte-Hanks Data Technologies January 2003 - August 2003
Investors Bank & Trust January 2001 - December 2002
Wellington Management Company January 1997 - December 2000
Fidelity Investments 1995 - 1997
Fidelity Investments January 1995 - December 1996
Epsilon Data Management January 1992 - December 1994
Raytheon Company 1986 - 1992
Skills
Big Data, Data Governance, Data Quality, Metadata Management, Business Intelligence, Analytics, Technical Architecture, Data Warehousing, Data Integration, Master Data Management, ETL, EIM, Data Modeling, Solution Architecture, Modeling, Data Management, OLAP, Enterprise Architecture, Database Design, Data Warehouse..., Datastage, Information Management, IT Governance, Databases, Data Mining, Requirements Analysis, IT Strategy, Business Architecture, Dashboards, Data Migration, Requirements Gathering, Architecture, Business Analysis, EAI, Enterprise Architect, Enterprise Risk..., Information Architecture, Technical Leadership, Enterprise Software, Oracle, Governance, Integration, CRM, Data Architecture, Architectures, SOA, Dashboard, DataStage, Cloud Computing
Education
Northeastern University 1989 — 1991
MS, Engineering Management / Computer Information Systems
Worcester Polytechnic Institute 1977 — 1981
BS, Chemical Engineering
Deering High 1974 — 1977
Diploma
UTC Aerospace Systems June 2015 - Present
Fidelity Investments September 2012 - June 2013
The University of Edinburgh 2011 - 2012
Siemens Healthcare July 2009 - September 2009
Skills
Customer Service, Public Speaking, Research, Teamwork, Microsoft Excel, Team Leadership, Time Management, Microsoft Word, PowerPoint, Outlook
Education
Northeastern University 2014 — 2016
MBA Candidate at D'Amore-McKim School of Business, Operations and Supply Chain Management
The University of Edinburgh 2007 — 2012
Master of Arts (MA) Honours, Business Studies
Fidelity Investments 2015 - Present
Private Trust Group of America 2013 - 2015
North Star Financial Group, LLC 2013 - 2015
Ethos Trust Company LLC 2013 - 2015
Charles Schwab 2007 - 2013
Investors Bank & Trust 2003 - 2007
Demos Consulting 1999 - 2003
Evare, LLC 1998 - 1999
Skills
Wealth Management, Process Improvement, Banking, Mutual Funds, Financial Services, Investments, Alternative Investments, Management, Strategy, CRM, Series 63, Series 7
Education
Northeastern University
Graduate Business Program
Penn State University
BS, Finance
University of California, Berkeley
Management Program in Financial Services
Fidelity Investments July 2006 - December 2013
Fidelity Investments November 1995 - June 2006
CSC Consulting 1993 - 1995
J&H Technologies 1992 - 1993
TRW - The Credit Network 1984 - 1992
Skills
SDLC, Sybase, Agile Methodologies, Software Development, Software Project..., C++ Language, Databases, Data Warehousing, Enterprise Architecture, Unix, Linux, Application Architecture, Data Architecture, T-SQL, SQL, Java, JavaScript, Java Enterprise Edition, Design Patterns, Eclipse, NetBeans, Oracle, Oracle SQL Developer, Object Oriented Design, Waterfall, Requirements Analysis, Mutual Funds, Atlassian JIRA, Subversion, Crucible, Windows 7, Microsoft Office, Technical Writing, Team Leadership, Google App Engine, Shell Scripting, ITIL Certified, Business Analysis
Education
Central New England College, Worcester MA 1981 — 1986
Bachelor of Science (BS), CIS Information Management Technology
Fidelity Investments Corporate Sponsored Training
Northeastern University
Northeastern University September 2014 - Present
Harvard Medical School May 2012 - August 2013
Fidelity Investments 1996 - October 2011
Intervoice 1993 - 1996
EDS 1985 - 1993
Skills
Java, Websphere, Struts, Castor, Spring, Perl, C++, Visual Basic, WSDL, Software Development, Unix, Programming, XML, JavaScript, Eclipse, UML, Spring Framework, Agile Methodologies, Python, Data Analysis, Linux, Databases, WebSphere, SDLC, SQL
Education
Northeastern University 2011 — 2013
MS, Bioinformatics
University of Florida 1980 — 1985
BA, Economics
Fidelity Investments October 2013 - Present
Logic Technology Inc. June 2011 - October 2013
Fidelity Investments July 2006 - June 2011
Fidelity Investments July 2003 - July 2006
Fidelity Investments July 2001 - July 2003
eCAPITALIST FINANCIAL SERVICES LP September 2000 - April 2001
Fidelity Investments August 1997 - April 2000
Skills
Business Process..., Integration, Security, Process Improvement, Team Building, Analysis, Enterprise Software
Education
Northeastern University 2005 — 2008
Net@Work May 2013 - Present
90 Minds Consulting Group December 2005 - Present
Between Opportunities - Available for full-time / part-time / contract work March 2013 - May 2013
Oasis Solutions Group February 2012 - March 2013
Independent Consultant (Contract / Freelance) February 2010 - February 2012
The Fitzgerald Group, Inc. June 2005 - January 2010
The Fitzgerald Group, Inc. April 1999 - May 2005
Fidelity Investments December 1997 - April 1999
The Fitzgerald Group, Inc. November 1994 - December 1997
Grossman's, Inc. April 1992 - November 1994
Skills
Sage MAS 90/200, Crystal Reports, Software Implementation, Upgrades, Data Conversion, Integration, Needs Analysis, Visual Integrator..., Software Training, Telephone Support, Software Consulting, Customer Service, Customer Satisfaction, Project Coordination, Mas 90, Project Planning, Sage, BizNet, Hands-on Training, Accounting, Technical Support, ERP Software, CRM, Business Process..., Financial Reporting, Analysis, Access, Fixed Assets, BizInsight, MAS 200, Sage 100, Report Writing, Project Management, Business Intelligence, Enterprise Software, ERP, Newsletter articles, Webinars, Tips and Tricks, Remote Administration, Remote User Support, Remote Troubleshooting, Troubleshooting, Problem Solving, Creative Problem Solving, Training, Business Management..., Help Desk Support, EDI, Business Analysis
Education
Northeastern University 1988 — 1993
BA, Accounting
Colonia High School 1984 — 1988
Merrill Lynch 2012 - Present
Merrill Lynch July 2010 - July 2011
Fidelity Investments April 2007 - February 2009
Fidelity Investments February 2005 - April 2007
Fidelity Investments 2000 - 2004
Fidelity Investments 1993 - 2000
Education
Northeastern University 1981 — 1986
BSBA, Finance
Sprinklr May 2015 - Present
Corporate Insight December 2011 - May 2015
Circles November 2009 - December 2011
Venture Development Co. December 2008 - November 2009
Fidelity Investments May 2006 - January 2008
Education
Northeastern University 2006 — 2008
MBA
University of International Business and Economics
Beijing, China
University of Rhode Island 2002 — 2006
BSBA
Northland Investment Corporation April 2015 - Present
State Street Alternative Investment Solutions January 2015 - March 2015
Eaton Vance November 2012 - July 2014
Alcion Ventures, L.P. October 2011 - November 2012
AEW Capital Management, L.P. March 2005 - October 2011
Fidelity Investments October 2003 - February 2005
PricewaterhouseCoopers October 1999 - October 2003
Skills
Accounting, Financial Reporting, Budgets, Real Estate, Asset Management, Alternative Investments, Investment Management, Real Estate Transactions, Controllers, Variance Analysis, Monthly Close, Fair Value, Partnerships, US GAAP, Compliance, Lines Of Credit, Acquisitions, Property Disposition, Real Estate Due..., LLC, Venture Capital, Private Equity, Hedge Funds, CPA, Auditing
Education
Northeastern University 1998 — 1999
MS / MBA, Accounting / Business Adminstration
Wesleyan University 1994 — 1998
Bachelor of Arts (BA), Economics and Government
The Cumberland Gulf Group January 2014 - Present
Raytheon Company February 2010 - October 2013
Raytheon May 2007 - February 2010
Investors Bank & Trust April 2006 - April 2007
Fidelity Investments July 2003 - April 2006
Fidelity Investments July 1999 - July 2003
Fidelity Investments June 1998 - July 1999
John Hancock June 1993 - June 1998
Skills
Performance Consulting, Strategic Planning, Management, Talent Management, Leadership Development, Organizational..., Organizational..., Learning Management, Performance Management, Instructional Design, Employee Engagement, Change Management, Process Improvement, Program Management, Strategy, Onboarding, CRM, Team Building, Team Leadership, Leadership, Training, Project Management, Business Development, Start-ups, Succession Planning, Consulting, Coaching, Workforce Planning, Career Development, Employee Training, Training & Development, E-Learning
Education
Northeastern University 1988 — 1993
Bachelor of Science (BS), History Maj. / Sociology Min.
Avon High School 1984 — 1988
High School Diploma
Bank of America May 2006 - December 2010
Fidelity Investments December 2004 - May 2006
Fidelity Investments November 2003 - December 2004
Large Plan Services June 2003 - October 2003
Skills
Microsoft Office, FBSI, APL, Fixed Income, Mutual Funds, Account Reconciliation, Corporate Actions, Payments, Balance, Bloomberg, Equities, Securities, Hedge Funds, Derivatives, Asset Managment
Education
Northeastern University
B.S, Criminal Justice
Heery International, Inc. February 2015 - Present
Arnall Golden Gregory LLP October 2011 - September 2014
Brockway Real Estate Consulting August 2011 - May 2012
Morris, Manning & Martin, LLP February 2010 - April 2011
Robert Half Legal August 2008 - August 2009
Gentiva Health Services January 2005 - July 2008
Fellows LaBriola LLP January 2004 - January 2005
Troutman Sanders LLP September 2003 - December 2004
Fidelity Investments January 2001 - June 2001
Molecular January 2000 - June 2000
Skills
Employment Law, Outlook, Onboarding, Employee Relations, Recruiting, Benefits Administration, Human Resources, Employee Benefits, Microsoft Office, Event Planning, Administrative..., Microsoft Word, Data Entry, Customer Service, Microsoft Excel, PowerPoint, Insurance, Time Management, Performance Management, Marketing, Interviews, Training, HRIS, Administrative...
Education
Northeastern University 1997 — 2002
Bachelor of Arts, Organizational Communications
Harrison High School 1994 — 1997
Cross Country Home Services July 2011 - Present
Prudential Florida Realty March 2010 - December 2011
NationsHealth 2005 - 2008
PRC 1999 - 2005
Mackenzie Investment Management/Ivy Funds 1992 - 1999
Temma Corporation 1990 - 1992
Fidelity Investments 1982 - 1990
Skills
Call Center, Training, Customer Service, Customer Satisfaction, Program Management, Call Centers, Strategic Planning, Management, Analysis, Sales, Coaching, Organizational..., Leadership, Process Improvement, Human Resources, Leadership Development, Performance Management, Quality Assurance, Employee Relations, Change Management, Insurance, Operations Management, Team Building, CRM, Recruiting, Employee Training, Project Management, Team Leadership, Employee Benefits, Account Management, Vendor Management, Contract Negotiation, Customer Retention, Negotiation, Budgets, Customer Experience, Cross-functional Team..., Strategy, Business Process..., Business Development, Sales Management
Education
Northeastern University 1976 — 1981
Bachelor of Science, Political Science
Swampscott High School
Draeger January 2013 - Present
Draeger March 2010 - Present
Fidelity Investments December 2009 - March 2010
Everything Channel October 2008 - December 2008
UBM Medica April 2007 - October 2008
United Business Media December 2005 - April 2007
TechOnline September 2000 - December 2005
Agfa 1987 - 2000
ComputerLink 1986 - 1987
Skills
Photoshop, HTML, CSS, JavaScript, Word, Camtasia, SharePoint, Interwoven, Liferay, Kentico, Articulate, Omniture, Google Analytics, FaceBook Insights, XHTML, Email Marketing, Social Media Marketing, Web Project Management, International Project..., Campaign Management, Campaign Development, Facebook, Online Marketing, SEO, Product Marketing, Integrated Marketing, Web Development, Website Development, Strategy, Analytics, CMS, Web Analytics, Digital Marketing, SEM
Education
Northeastern University 1999 — 2000
Certificate, Webdesign
ATI 1985 — 1986
Certification, Electronics
Winchester High School 1981 — 1985
Matignon High School 1981 — 1983
BNY Mellon August 2015 - Present
Textron November 2011 - October 2014
Fidelity Investments May 2011 - November 2011
Edward Jones July 2010 - January 2011
Roger Williams University August 2008 - May 2010
American Airlines June 1999 - June 2007
Skills
Leadership, Asset Allocation, Strategy, Data Analysis, Forecasting, Process Improvement, Investments, Analysis, Access, Strategic Planning, Economic Growth, Project Management, Portfolio Management, Finance, Sales, Pricing, Management
Education
Northeastern University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
Northeastern University 2012 — 2015
Master of Science (M.S.), Finance
Roger Williams University 2008 — 2010
B.S., Economics, Finance
State Street July 2014 - Present
Randstad Professionals July 2013 - July 2014
Fidelity Investments August 2011 - March 2013
Fidelity Investments January 2009 - May 2012
Fidelity Investments 2006 - 2008
Fidelity Investments 2003 - 2006
Fidelity Investments 2001 - 2003
Fidelity Investments 1999 - 2001
Massachusetts General Physicians Organization 1995 - 1998
Skills
Program Management, Performance Consulting, Leadership Development, Instructional Design, Training Facilitation, Strategic Leadership, Relationship Management, Onboarding, Coaching, Organizational..., Performance Management, Strategy, Training, Change Management, Leadership, Team Building, Performance Improvement, Management, Talent Management
Education
Northeastern University 1996 — 1998
MA, Human Resources
West Virginia University 1992 — 1996
BA, Psychology
Carbonite March 2015 - Present
Carbonite September 2013 - Present
Creative Computing July 2011 - September 2013
Cervello August 2010 - June 2011
Fidelity Investments June 2009 - August 2009
Citibank (India) December 2007 - June 2008
Skills
Data Warehousing, Business Intelligence, Data Integration, ETL, Data Modeling, OLAP, Dimensional Modeling, Cognos, SSIS, Business Intelligence..., Dashboards, Databases, Powerplay Transformer, Requirements Analysis, PL/SQL, SSRS, Microsoft SQL Server, Business Analysis, JavaScript, Business Process, ASP.NET, Business Objects, Analysis Services, Dashboard, Data Warehouse..., Java, MySQL, Oracle, SQL, Business Requirements, Cloud Computing, Cognos ReportNet, Crystal Reports, Database Design, Master Data Management, SDLC, Web Development, T-SQL
Education
Northeastern University 2008 — 2010
Master of Science, Information Systems
University of Mumbai 2003 — 2007
Bachelor of Engineering, Information Technology
Manulife Asset Management December 2009 - April 2013
Fidelity Investments July 2006 - December 2008
Wachovia Securities June 2000 - April 2006
Fidelity Investments June 1998 - June 2000
Western Asset Management Company July 1991 - September 1997
Harborview Systems June 1985 - July 1991
Skills
Fixed Income, Vendor Management, Business Analysis, Project Management, Mutual Funds, Integration, Investments, Analysis, Management, Team Management, Trading, Investment Management, Risk Management, SDLC, Leadership, IT Strategy, Software Project..., Financial Services, Requirements Analysis, Program Management, IT Management, Process Improvement, Visio, Relationship Management, Requirements Gathering, Project Portfolio..., Disaster Recovery, PMO, Software Development, Trading Systems, Equities, Market Data, Information Technology, Securities, Governance, Outsourcing, Asset Management, Enterprise Architecture, Data Warehousing, Cross-functional Team..., Analytics, Enterprise Software, Business Intelligence, Portfolio Management, Consulting
Education
Northeastern University
BS, Business Administration and Transportation Management
PricewaterhouseCoopers LLP 2013 - Present
EMC 2010 - 2013
Risk and Regulatory Compliance 2009 - 2010
Accume Partners February 2008 - March 2009
Ernst & Young 2004 - 2008
Fidelity Investments 2004 - 2007
John Hancock Financial Services, Inc. / Guaranteed Structured & Financial Products February 2004 - March 2005
John Hancock Signature Services, Inc. February 2000 - February 2004
Professional Staffing Group June 1999 - February 2000
MANAGEMENT BUSINESS CONSULTING, Vienna, Austria September 1989 - June 1999
Skills
Process Improvement, Financial Risk, Risk Management, Project Management, Internal Controls, Risk Assessment, Auditing, Sarbanes-Oxley Act, Enterprise Risk..., Fraud, Operations Management, Sales, Information Technology, Information Security..., Records Management, IT Audit, Anti Money Laundering, Regulatory Requirements, IT Solutions, IT Operations, IT Service Management, IT Infrastructure..., IT Infrastructure Design, Derivatives, GIPS Compliance, Strategy, Operational Risk..., Market Risk, Credit Risk, Basel III, Basel II, Dodd-Frank, PCI DSS, GLBA, FINRA, Data Privacy, Privacy Regulations, Privacy Compliance, Business Process, Security, Business Continuity, Financial Services, Internal Audit, Big Data, Cloud Security
Education
Suffolk University - Sawyer School of Management 2002 — 2004
Master of Business Administration (MBA), Finance, A
Northeastern University 1999 — 2001
BA, Psychology
University of Vienna 1992 — 1996
Master’s Degree, International Law and Legal Studies, 4.0
Fidelity Investments March 1999 - May 2010
Fleet Brokeage Securities 1991 - 1998
Bear Stearns 1985 - 1991
Eastern Capital Corp. 1980 - 1984
Skills
Customer Relations, Six Sigma, Requirements Analysis, Mutual Funds, Securities, Risk Management, Customer Service, Financial Services, CRM, Management, Program Management, Enterprise Software, Leadership, Finance, Capital Markets, Trading, Relationship Management, Vendor Management, Equities, Negotiation, Employee Benefits, Fixed Income, Marketing, Project Management, Analysis, Series 7, Series 63, FINRA, Banking, Investments
Education
Merrimack College 2010 — 2011
Technology Certificate Program, Project Management, Six Sigma, HTML & CSS Web Design, SQL Database Admin & Dev, PHP
Northeastern University
BS/BA Management, Business
VFA February 2011 - Present
Mobile Middleware Solutions, Inc July 2008 - February 2011
One Village at a Time 2008 - September 2010
IBM July 2003 - July 2008
IBM February 1997 - July 2003
Fidelity Investments February 1994 - February 1997
Fidelity Investments July 1991 - February 1994
Skills
Virtualization, SaaS, Cloud Computing, Strategy, VMware, Storage, Disaster Recovery, Enterprise Software, Data Center, Servers, Solution Architecture, Management, Pre-sales, Consulting, Managed Services, Enterprise Architecture, Product Management, Storage Area Networks, Salesforce.com, Solution Selling
Education
Northeastern University 1987 — 1992
BS, Computer Engineering Technology
Founder Institute
Vendini, Inc. November 2009 - Present
ClickBase Corporation July 2009 - November 2009
Avitar, Inc. 2006 - 2008
Pegasystems 2005 - 2006
Heroix Corporation 2000 - 2004
Fidelity Investments 1999 - 2000
State Street Bank 1997 - 1999
Fidelity Investments 1992 - 1997
Skills
Account Management, SaaS, CRM, Enterprise Software, Vendor Management, Selling, Contract Negotiation, Sales Management, Sales Operations, Program Management, Management, Sales, Project Management, Training, Telecommunications, Cold Calling, Strategic Partnerships, Product Development, Marketing, Customer Service, Executive Management, Business Development, Negotiation, Sales Process, Direct Sales, Leadership, Solution Selling, Salesforce.com, Professional Services
Education
Northeastern University
Bachelor of Science, Business and Liberal Arts
Ipswich Shellfish Group June 2015 - Present
Ipswich Shellfish Group February 2015 - June 2015
Slade Gorton 2006 - February 2015
Slade Gorton 2004 - 2006
THE CHRISTENSEN GROUP 2003 - 2004
Slade Gorton 2001 - 2003
Fidelity Investments 2000 - 2001
Boston Financial Data Services 1999 - 2000
SLADE GORTON & CO, INC 1994 - 1999
Education
North Shore Community College
Legal Assistant/Paralegal
NTT Data Corporation June 2013 - Present
Boston University May 2012 - June 2013
Ultimate Software December 2009 - August 2011
Houghton Mifflin Harcourt July 2007 - November 2009
Fidelity Investments 2005 - 2007
American Tower August 2002 - May 2005
Cyrk, Inc - Simon Worldwide 1998 - 2002
RSA Security August 1995 - May 1998
Skills
PeopleSoft, HRIS, ADP Payroll, Payroll, Employee Benefits, Human Resources, Training, Outsourcing, Process Improvement, Customer Service, Oracle, Leadership, Deferred Compensation, Performance Management
Education
American Payroll Association 2006 — 2006
Certification
Northeastern University
Fidelity Investments August 2011 - July 2015
Fidelity Investments 2008 - 2011
Fidelity Investments 2007 - 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 2004 - 2005
Fidelity Investments 2003 - 2004
Fidelity Investments 1999 - 2003
Fritz Companies 1995 - 1999
Expeditors International 1989 - 1995
Skills
Human Resources, HRIS, Onboarding, Business Analysis, Workforce Planning, Process Improvement, Deferred Compensation, Employee Engagement, Microsoft Word, Performance Management, Talent Acquisition, Talent Management, Project Management, Project Planning, Microsoft Project, Microsoft Excel, Program Management, Agile & Waterfall..., Compensation & Benefits, Payroll, Regional Planning, Influence Others, Communication
Education
Northeastern University
Human Resource Management
Fidelity Investments November 2013 - Present
Fidelity Investments January 2012 - November 2013
Ameriprise Financial Services, Inc. May 2011 - January 2012
Merrill Lynch June 2010 - August 2010
CVS Caremark Corporation May 2008 - August 2008
Skills
Customer Service, Leadership, Teamwork, Building Business..., Operational Excellence, Project Management, Priority Management, Analysis of business..., Process Improvement, Market Development, Event Planning, Lead Generation, Financial Analysis, Series 7, Series 63, Series 66, PowerPoint, Excel, Word
Education
The University of Akron 2009 — 2011
BBA, Corporate Financial Management
Northeastern Ohio Universities, College of Medicine 2007 — 2009
PharmD, Pharmacy
The University of Akron 2004 — 2007
BS, Natural Sciences
Harvey S. Firestone High School 2000 — 2004
Keller Williams Realty, Inc. August 2015 - Present
Fidelity Investments July 2013 - July 2015
Fidelity Investments July 2012 - July 2013
Liberty Mutual Insurance September 2009 - July 2012
Fidelity Investments February 2007 - December 2008
Fidelity Investments February 2006 - February 2007
Fidelity Investments February 2005 - February 2006
Fidelity Investments August 2003 - February 2005
Fidelity Investments August 2000 - August 2003
Fidelity Investments May 1998 - August 2000
Skills
Leadership, Vendor Management, Business Analysis, Program Management, Project Management, CRM, Strategy, Strategic Planning, Cross-functional Team..., Business Process, Team Leadership, Financial Services, Business Process..., Process Improvement, Software Project..., PMO, Product Management, Marketing Strategy, Project Delivery, Business Strategy, PMP, Business Requirements, MS Project, Communication Strategy, MS Office Suite, Requirements Gathering, Project Portfolio..., Offshore Project..., Project Execution, Product Strategy, Workflow Analysis, Process Optimization, Project Planning, Innovation Management, Customer Focus, Social Software, Vendor Relations, Project Implementation, Ideation, Social Media, Innovation Systems, Call Routing, Voice of the Customer, MBA, Concept Ideation, New Product Ideation, Feasibility Studies, Social Technologies, Social Collaboration, Collaborative Innovation
Education
University of New Hampshire-Manchester 2000 — 2003
MBA, Business Administration
Northeastern University 1991 — 1996
Bachelors of Science, Business
Boston University 1988 — 1989
Bachelor of Science, Marketing/International Business
Bishop Guertin High School 1983 — 1987
HS Diploma, College Prep
Fidelity Investments September 2015 - Present
Credit Suisse April 2012 - September 2015
Lowe's Home Improvement July 2007 - April 2012
Washinton Mutual Bank September 2002 - July 2007
Skills
Investment Banking, Banking, COBOL, Python, JCL, SQL DB2, FTP, Access, Microsoft Excel, TSO, MVS, Endeavor, Fileaid, Visio, Eclipse, Xpediter, Abend-Aid, Remedy Ticketing System, SharePoint, ISPF, Java, C#, HTML, CICS, Easytrieve, Mainframe, VSAM
Education
Southern New Hampshire University
Master's degree, Data Analytics
Rice University (through Coursera) 2013 — 2013
Certificate, Introduction to Interactive Programming in Python, 98.6
University of Colorado (through Coursera) 2013 — 2013
Certificate, Beginning Game Programming with C#, 95
Lowe's IT Professional Services
Certificate, Information Technology Training Program
Hogan Training Academy 2006 — 2007
Certificate, Hogan Programming
Gardner Webb University 2005 — 2007
Bachelor of Science (BS), Management of Information Systems
Northeastern Technical College 2002 — 2004
Associate of Science (AS), Computer Technology/Computer Systems Technology
Northeastern Technical College
Certificate, Data Processing Clerk
John Hancock Life Insurance Company (U.S.A.) April 2012 - Present
Ropes & Gray, LLP June 2010 - March 2012
Americare December 2008 - March 2012
Fidelity Investments 1987 - 2008
Skills
Incident Management, Continuity Planning, Disaster Recovery, Strategic Planning, Budget, Insurance, Leadership, Project Management, Team Building, Customer Service, Program Management, Operations Management, Business Continuity..., Management, Vendor Management, Risk Management, Risk Assessment, Governance, IT Management, Security, Budgets, Information Security, Training, Process Improvement, Software Documentation
Education
Northeastern University 1986 — 1988
Emergency Medical Technician Program
Suffolk University 1982 — 1987
BS, Business Management
The MathWorks February 2009 - Present
(Independent Consultant) March 2008 - February 2009
Fidelity Investments October 2006 - February 2008
TaxCut/H&R Block October 2001 - August 2006
marchFIRST February 1997 - May 2001
USWeb/CKS (marchFIRST) February 1997 - May 2001
Harvard Pilgrim Health Care 1990 - 1997
Skills
Cross-functional Team..., Program Management, Product Management, CRM, Software Project..., Business Analysis, Strategy, Leadership, Project Management, Mentoring, MS Project, Change Management, Consulting, Software Development, Management Consulting, Management, Agile Methodologies, Requirements Analysis, HTML, Cloud Computing, Team Leadership, User Experience, Agile Project Management, Web Project Management, Business Intelligence, Coaching, Web Development, Web Strategy, SDLC, Integration, Scrum, Enterprise Software, Project Portfolio..., Requirements Gathering, Microsoft Office, Business Objects, Visio, Beta Management, @Task, SharePoint, Entrepreneurship, Vendor Management
Education
Northeastern University
Certificate, Software Engineering
University at Albany, SUNY
BS, Mathematics and Computer Science
Humana June 2015 - Present
Databit Analytics January 2015 - Present
Pitney Bowes August 2014 - December 2014
Iron Mountain March 2014 - July 2014
Valassis February 2011 - March 2014
Valassis June 2010 - February 2011
Dell January 2009 - June 2010
Fidelity Investments September 2008 - January 2009
Liberty Mutual June 2008 - September 2008
Skills
Analytics, Business Intelligence, Web Analytics, Business Analysis, Business Analytics, Requirements Gathering, Strategy, Project Management, Leadership, Digital Marketing, Digital Intelligence, Management, CRM, Lead Generation, Analysis, SQL, Salesforce.com, Data Mining, SDLC, Competitive Analysis, Data Analysis, Digital Analytics, User Experience, Digital Media, Dashboards, SEO, Omniture, Predictive Analytics, Microsoft SQL Server, Databases, IT Business Strategy, Process Improvement, Integrated Marketing, Segmentation, Dashboard, Data Modeling, Database Marketing, Marketing, Data Warehousing, Digital Strategy, Forecasting, Mentoring, Strategic Planning, Vendor Management, Operations Management, Six Sigma, Social Media, Governance, Quality Management, Business Innovation
Education
Northeastern University
B.S., Political Science concentration in Law
Southern New Hampshire University
MBA, Business Administration
CAPTRUST November 2013 - Present
Aon Hewitt October 2009 - October 2013
Fidelity Investments October 1994 - February 2009
Skills
Benefits Administration, Process Improvement, Leadership, Human Resources, CRM, Outsourcing, Personnel Management, Financial Services, Talent Management, Vendor Management, Insurance, Project Management, Relationship Management, Payroll, Deferred Compensation, Business Analysis, Call Centers, Recruiting, Change Management, Employee Benefits
Education
Northeastern University 1986 — 1990
BS, Political Science
Fidelity Charitable September 2014 - Present
Fidelity Investments January 2012 - September 2014
Fidelity Investments December 2010 - January 2012
Fidelity Investments February 2008 - December 2010
Fidelity Investments March 2007 - January 2008
Fidelity Investments May 2006 - August 2006
Fidelity Investments May 2005 - December 2005
Skills
JavaScript, Web Services, Pensions, Defined Benefit, Requirements Gathering, Social Media, Analytical Skills, Agile Project Management, Requirements Analysis, Agile Methodologies, Rules Engines, Business Rules, Front End Engineering..., Agile & Waterfall..., Facebook API, LinkedIn API, Jive, Bazaarvoice, Node.js, jQuery, Rational Team Concert, Technology Integration, Software Project..., Systems Analysis, Web Applications, REST, Application Architecture, Financial Services, ClearCase, AJAX, CSS, Web Development, UML, PMP, Architecture, SDLC, XML, SOA
Education
Northeastern University 2003 — 2006
MS, Information Systems
University of Maine at Presque Isle 2000 — 2003
BA, Business Management
Parsons Brinckerhoff April 2012 - Present
Trend Setters Marketing Specialists September 2010 - Present
APT Management, Inc May 2005 - April 2012
KinderCare Corporation October 2001 - May 2005
Putnam Investments July 1999 - October 2001
APT Management, Inc August 1997 - July 1999
Fidelity Investments July 1987 - January 1997
Fidelity Investments October 1982 - July 1987
Skills
Office Management, Human Resources, Payroll, Accounting, Accounts Payable, Microsoft Office, Training, Administration, Direct Sales and...
Education
North Shore Community College
Bedrosian & Associates April 2001 - Present
Yellow Pages Group / Groupe Pages Jaunes – Canada May 2014 - September 2015
Fidelity Investments 2013 - 2013
OppenheimerFunds 2012 - 2013
University of Minnesota 2011 - 2011
Bausch & Lomb 2010 - 2010
Cisco Systems June 1999 - March 2001
Professional Services Industry September 1977 - November 1999
Skills
DB2, Business Process, Business Analysis, Process Improvement, Databases, Requirements Analysis, Business Intelligence, Cross-functional Team..., CRM, Enterprise Software, Program Management, Professional Services, Strategy, SDLC, Management, Cloud Computing, Consulting, Sales Process, Salesforce.com
Education
Northeastern University 1971 — 1976
BETME
Belmont High School 1967 — 1971
Belmont, MA
Epsilon October 2013 - Present
North Shore Baseball Umpires Association March 2013 - Present
Epsilon January 2012 - September 2013
Epsilon November 2010 - January 2012
OAK Management May 2010 - November 2010
SunGard January 2009 - May 2010
Fidelity Investments January 2007 - December 2008
Fidelity December 1995 - December 2006
Mellon Bank 1992 - 1995
IDX Systems 1992 - 1993
Skills
Netezza, perl, SQL, Shell Scripting, XML, Java, JavaScript, Websphere, HTML, PL/SQL, C++, Windows, AIX, Unix, Solaris, Application Development, Data Warehousing, Crystal Reports, Business Intelligence, Architecture, Visio, Databases, Oracle, OBIEE, WebFOCUS, PHP, C, Python, XSL, Software Development, Agile Methodologies, SDLC, Database Design, Enterprise Architecture, Unix Shell Scripting, ETL
Education
Lynn English High
High School Diploma
Northeastern University
Bachelor of Science, Computer Science
HubSpot September 2012 - Present
State Street Bank September 2010 - September 2012
Co3 Systems March 2009 - September 2010
Fidelity Investments July 2005 - March 2009
Fidelity Investments, Fidelity Systems Company January 2002 - July 2005
InterOPS Management Solutions July 2000 - June 2002
Fidelity Investments, Fidelity E-Commerce January 1993 - July 2000
Skills
Program Management, Vendor Management, SDLC, IT Strategy, Security, Integration, Enterprise Architecture, Governance, Project Management, SaaS, PMO, Leadership, Information Security, Management, Strategy, Change Management, Outsourcing, Data Center, Information Technology, Team Leadership, Business Continuity, E-commerce, Cloud Computing
Education
Northeastern University
Switch Communications, Inc. June 2013 - Present
Fidelity Investments June 2012 - December 2012
Fidelity Investments January 2012 - June 2012
John Hancock Financial Services January 2011 - June 2011
Deloitte January 2010 - June 2010
Skills
Product Management, Project Management, Business Analysis, Systems Analysis, Requirements Analysis, Cross-functional Team..., Agile Methodologies, Entrepreneurship, Hackathon Planning, Web Development, JavaScript, HTML, CSS, Cloud Computing, Google Analytics, SEO, Salesforce.com, Atlassian JIRA
Education
Northeastern University 2008 — 2013
Bachelor's, Management Information Systems, Technological Entrepreneurship
Fidelity Investments March 2012 - Present
Fidelity Investments April 2011 - Present
Biogen Idec March 2010 - February 2011
GE Intelligent Platforms November 1998 - February 2009
Microsoft Corporation February 1993 - November 1998
Skills
Contract Negotiation, Marketing, Trade Shows, Event Planning, Advertising, Product Marketing, Event Management, Marketing Communications, Project Management, Program Management, Cross-functional Team..., Leadership, Management, Customer Service, Corporate Events, Budgets, Salesforce.com, Marketing Strategy, Sales
Education
Northeastern University 2006 — 2010
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
State Street Corporation January 2008 - Present
Fidelity Investments September 2002 - January 2008
Compuware Corporation July 1999 - September 2002
Unisys Corporation August 1998 - July 1999
Skills
SQL, Quality Assurance
Education
Northeastern University 2003 — 2005
MBA, High-Tech MBA
Syncplicity January 2014 - Present
EMC July 2010 - December 2013
EMC September 2008 - June 2010
EMC September 2008 - June 2010
EMC 2002 - 2006
eRoom Technology 1999 - 2002
Irwin Tepper Associates 1995 - 1999
Fidelity Investments 1994 - 1995
Technology Integration 1992 - 1993
Lobb Computer Systems 1991 - 1992
Skills
Agile Methodologies, Scalability, Ant, Enterprise Software, Perforce, Scrum, MFC, Documentum, SaaS, Enterprise Content..., Cloud Computing, Java, Software Development, JIRA, Eclipse, JSP, Web Applications
Education
Northeastern University
Master of Business Administration (MBA), High Technology
University of Massachusetts Boston
Bachelor's degree, Computer Science
Fidelity Investments June 2015 - Present
Fidelity Investments January 2012 - June 2015
SEI Investments April 2010 - December 2011
SEI Investments June 2009 - September 2010
Merrill Lynch January 2008 - July 2008
Merrill Lynch January 2007 - July 2007
Aviva Life Insurance 2006 - 2006
Education
Northeastern University 2004 — 2009
The London School of Economics and Political Science (LSE) 2007 — 2007
LHS
LHS
Jana February 2015 - Present
DataXu January 2014 - February 2015
DataXu September 2012 - December 2013
DataXu August 2011 - September 2012
DataXu January 2011 - August 2011
Fidelity Investments September 2010 - January 2011
Tertiary School in Business Administration February 2010 - August 2010
Charles River Development January 2009 - June 2009
Morgan Stanley Prime Brokerage January 2008 - July 2008
Fidelity Investments January 2007 - August 2007
Skills
Excel, Salesforce.com, PowerPoint, Microsoft Excel, Analytics, SaaS
Education
Northeastern University 2005 — 2011
Bachelor of Science in Business Administration, Finance and Entrepreneurship
Tertiary School in Business Administration 2009 — 2009
Centre D'Études Franco-Américain de Management 2008 — 2008
Fidelity Investments August 2015 - Present
Fidelity Investments June 2015 - Present
Fidelity Investments July 2012 - May 2015
Fidelity Investments January 2010 - July 2012
Fidelity Investments January 2009 - January 2010
Fidelity Investments May 2008 - August 2008
Oracle May 2007 - December 2007
Skills
Oracle, PL/SQL, Databases, Scrum, SQL, Software Development, Agile Project Management, Database Design, Data Modeling, Informatica, Database Development, Oracle SQL, R, Weka, Data Mining, Data Analysis, Business Analysis, Team Leadership, Requirements Analysis, Oracle SQL Developer, SDLC, Unix, Agile Methodologies
Education
Syracuse University 2013 — 2015
Certificate of Advanced Study, Data Science
Northeastern University 2006 — 2008
Masters Of Science, Information Systems
University of Mumbai 2002 — 2006
Bachelors of Engineering, Electronics &Telecommunications
Columbia Management June 2005 - Present
Tandem Trading, LLC January 2000 - June 2005
Forrest Capital Management, Inc 1990 - 1995
Banque Indosuez 1988 - 1989
Fidelity Investments 1986 - 1988
Skills
Equities, Portfolio Management, Equity Trading, VBA, Currency, Mutual Funds, Financial Risk, Hedge Funds, Performance Attribution, Fixed Income, Asset Managment, Bloomberg, Investments, Derivatives, Financial Modeling, Capital Markets, Trading, Financial Markets, Financial Analysis, Alternative Investments, Series 7, Securities, Equity Research
Education
Northeastern University 1983 — 1986
BSBA, Finance
EY September 2013 - Present
The Alacer Group July 2013 - September 2013
Navigant Consulting 2010 - 2012
Fidelity Investments 2004 - 2010
Fidelity Investments 2002 - 2004
Fidelity Investments 1999 - 2002
Commonwealth of Massachusetts, Office of the Attorney General 1995 - 1999
Commonwealth of Massachusetts, Office of the Attorney General 1992 - 1995
Skills
AML, KYC, FCPA, Litigation Support, Vendor Management, Due Diligence, Financial Services, Private Investigations, OFAC, Fraud, Operational Risk..., Financial Risk, Fraud Detection, Investigation, Analysis, Risk Management, Project Management, Leadership, Policy, Risk Assessment, Internal Investigations, Management, Strategy, Government, Enterprise Risk..., Anti Money Laundering
Education
Northeastern University 1986 — 1992
BS91, MS92, Criminal Justice
DTCC December 2007 - Present
Nokia Siemens Networks May 2006 - December 2007
JCPenney October 2005 - May 2006
IBM Global Services March 2005 - October 2005
Fidelity Investments March 2000 - November 2004
Stream International September 1999 - March 2000
Shaw's Supermarkets April 1997 - September 1998
Skills
Data Center, Shell Scripting, Cisco Technologies, SQL, Networking, Software, Microsoft Office, Customer Service, Remote Desktop, Web Design, TSM, Compaq, Solaris, AIX, Linux, Team Leadership, Servers, Unix, IBM AIX, Disaster Recovery, Troubleshooting, System Deployment
Education
University of Phoenix 2002 — 2003
None, Bachelor of Science in Information Technology
Northeastern University 1997 — 1998
None, Information Technology
MBTA April 1998 - Present
Corporate Business Solutions Inc May 1991 - Present
Fidelity Investments February 1992 - April 1998
Education
Northeastern University
Fidelity Investments March 2015 - Present
Fidelity Investments July 2013 - March 2015
Fidelity Investments May 2011 - July 2013
Fidelity Investments May 2010 - May 2011
J.P. Morgan October 2006 - May 2010
Education
Northeastern Illinois University
Bachelor of Science (B.S.), Business/ Finance
University of Minnesota-Twin Cities 2001 — 2006
Economics, Religions of Antiquity
Prospect High School
EMC XtremIO February 2015 - Present
EMC July 2013 - February 2015
EMC August 2012 - July 2013
EMC July 2011 - August 2012
EMC September 2010 - July 2011
EMC August 2009 - September 2010
Fidelity Investments October 2007 - June 2009
Fidelity Investments August 2006 - October 2007
Fidelity Investments September 2005 - July 2006
Investors Bank & Trust October 2004 - September 2005
Skills
Financial Analysis, Budgeting, Forecasting, Financial Reporting, Business Case, Expense Control, Financial Business..., Process Improvement, Account Reconciliation, SAP, Budgets, Accounting, Cross-functional Team...
Education
Northeastern University - Graduate School of Business Administration
MBA
Northeastern University - Graduate School of Business Administration
MS
Northeastern University 2001 — 2004
BS
Brandeis University October 2012 - Present
Metro Credit Union November 2006 - May 2012
Boston Financial Data Services March 2005 - December 2005
Boston Children's Hospital May 1996 - February 2004
Fidelity Investments October 1988 - April 1996
Skills
Computer Forensics, Security Analysis, Networking, Business Continuity, Security, Vendor Management, Information Security, Disaster Recovery, Network Security, Firewalls, Risk Management, Active Directory, Regulatory Compliance, Penetration Testing, Intrusion Detection
Education
Northeastern University 1975 — 1977
Information Technology
U.S. Navy Distance College Courses 1967 — 1969
Airframe Mechanics and Aircraft Maintenance Technology/Technician
fidelity investments 2005 - Present
Fidelity Investments September 1983 - March 2006
Commercial Assurance June 1978 - September 1983
Education
Northeastern University 1999 — 2001
Business Management
Fidelity Investments March 1999 - Present
Defect & Yield Management, Inc. April 1997 - February 1999
Draper Laboratory January 1984 - March 1997
Skills
Testing, Agile Methodologies, Quality Assurance, SDLC, Business Analysis, SQL, Unix, Java, Software Development, Requirements Gathering, Requirements Analysis, DB2, Software Quality..., Databases, Software Project..., Visio, XML, Web Services, PL/SQL, Oracle, SOA, Perl, Websphere, Data Warehousing, Integration
Education
Northeastern University 1988 — 1991
MS, Computer Science
Northeastern University 1982 — 1987
BS, Computer Science
Southbridge High School 1978 — 1982
TripAdvisor August 2015 - Present
StubHub August 2014 - August 2015
TripAdvisor February 2013 - July 2014
Fidelity Investments (Fidelity Asset Management) August 2011 - January 2013
Fidelity Investments (Fidelity Institutional) January 2010 - August 2011
Fidelity Investments July 2009 - December 2009
EMC July 2007 - January 2009
Staples June 2006 - December 2006
Best Buy June 2002 - June 2006
The GeoTechnical Group June 2004 - August 2004
Skills
Spring, Java, Agile Methodologies, Eclipse, SQL, JavaScript, Unix, JSP, Oracle, Linux, Web Services, jQuery
Education
Northeastern University 2004 — 2009
Bachelor of Science, Computer Science
Worcester Academy 1999 — 2004
High School Diploma
Xerox HR Solutions, LLC October 2009 - Present
ACS (Affiliated Computer Services) October 2009 - May 2010
Fidelity Investments February 2002 - December 2008
Ganymede Technologies April 2000 - February 2002
FM Global October 1979 - April 2000
United States Air Force July 1974 - May 1978
Skills
Program Management, CRM, Project Management, Strategy, Cross-functional Team...
Education
Northeastern University 1984 — 1986
MIS Program
University of Nebraska at Omaha 1978 — 1980
Accounting
Fidelity Investments February 2004 - Present
Fidelity Investments August 2000 - August 2004
Fidelity Investments May 1998 - August 2000
Chiron Corporation 1994 - 1998
Raytheon November 1987 - March 1994
Badger Engineers 1992 - 1994
Education
University of Massachusetts Dartmouth 1982 — 1987
Northeastern University 1992 — 1993
Fannie Mae September 2014 - Present
Fannie Mae June 2011 - August 2014
Saxon Mortgage August 2009 - June 2011
Fidelity Personal and Workplace Investing 2005 - 2009
Fidelity Employer Services Company 2001 - 2004
Fidelity Investments 1996 - 2004
Fidelity eBusiness 2000 - 2001
Fidelity eBusiness 1999 - 2000
Fidelity eBusiness 1996 - 1998
Investors Bank & Trust 1988 - 1996
Skills
Program Management, Integration, Business Intelligence, SDLC, Process Improvement, Business Requirements, Software Documentation, Requirements Gathering, Cross-functional Team..., CRM, Analysis, Leadership, Risk Management, Visio, Change Management, Vendor Management, User Acceptance Testing, Operations Management, Project Planning, Financial Services, Six Sigma
Education
Northeastern University 1985 — 1991
BS, Business Administration
Commonwealth of Massachusetts, Operational Services Division December 2014 - Present
Capital Advisors Group June 2011 - November 2013
Fidelity Investments June 2007 - April 2011
E.G. Barker Lumber Co. Inc 2006 - 2007
The Gillette Company 1979 - 1999
Skills
Marketing Strategy, Event Planning, Public Relations, Marketing Communications, Crisis Management, Newsletters, Sales, Integrated Marketing, Corporate Communications, Program Management, Marketing, Direct Mail, Leadership, Editing, Advertising, Management, Internal Communications, Strategic Planning
Education
Northeastern University
B.S, Business Administration, cum laude
Northeastern University
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Notre Dame High School of East Stroudsburg July 2010 - Present
East Stroudsburg Area School District March 2005 - Present
Notre Dame High School of East Stroudsburg January 2011 - December 2011
Notre Dame Elementary School of East Stroudsburg November 2004 - May 2010
Fidelity Investments 1987 - 2004
National Financial Services Corporation 1987 - 2004
Skills
Operations Management, Customer Service, Staff Development, Team Building, Strategic Planning, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint
Education
Northampton Community College 1999 — 2001
Tottenvile HS 1982 — 1986
Economics, Finance, Accounting
Kmart Corporation March 2008 - July 2011
Fidelity Investments July 2007 - December 2007
AXA Advisors May 2005 - June 2007
Marshalls August 1986 - May 2004
Marshall's August 1986 - January 2004
Skills
Human Resources, Inventory Management, Leadership, Retail, Merchandising, Profit, Strategy, Coaching, Time Management, Marketing, Customer Service, Hiring, Sales, Inventory Control, P&L
Education
Northeastern Illinois University 1986 — 1990
B.A, Business Administration
Elk Grove Village High
Elk Grove Village High
State Street Alternative Investment Solutions April 2014 - Present
Artist Live Global Village L.L.C August 2012 - Present
State Street April 2012 - April 2014
State Street Corporation March 2009 - April 2012
Nextgen Realty April 2008 - December 2009
Northeastern University September 2003 - March 2008
Boston Investor Services July 2006 - December 2006
Fidelity Investments January 2005 - July 2005
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Bloomberg, Sales, Mutual Funds, Financial Analysis, Budgets, Financial Reporting, Marketing, Analysis, Research, Banking, System Administration, Outlook, Data Analysis, Access, Portfolio Management, Securities, Customer Service, Hedge Funds, Finance, Social Media, Event Planning, Public Speaking, Teamwork, Time Management, Project Management, Management, Training, Fund Accounting, Investments, Accounting, Leadership, Financial Modeling
Education
Northeastern University 2003 — 2007
BS
Northeastern University 2003 — 2007
Bachelor of Science Degree
Fidelity Investments May 2011 - Present
Fidelity Investments February 2007 - March 2010
Banc of America Investments May 2005 - February 2007
Education
Northeastern University
Bachelor of Science, Finance
Hudl January 2015 - Present
Brightcove April 2012 - January 2015
Fidelity Investments September 2011 - April 2012
Endeca June 2010 - August 2011
Northeastern University New Student and Parent Programs May 2008 - January 2010
Skills
Recruiting, College Recruiting, Human Resources, New Hire Orientations, HRIS, Talent Acquisition, Research, Microsoft Office, Technical Recruiting, PowerPoint, Resume Writing, Performance Management, Talent Management, Leadership Development, Succession Planning, Small Talk, Snacks, Applicant Tracking..., Fire Breathing, Training, Interviews
Education
Northeastern University 2007 — 2011
Bachelor of Science, Psychology
Northeastern University
Fidelity Investments January 2013 - Present
State Street Global Advisors January 2012 - December 2012
EF Education First January 2011 - July 2011
Education
Northeastern University 2009 — 2013
Business Administration
Loch Raven High School 2005 — 2009
Fidelity Investments February 1999 - Present
Harte Hanks Data Technologies March 1993 - January 1999
Skills
Disaster Recovery, ITIL, SDLC, Testing, Vendor Management, Integration
Education
North Shore Community College
Associate's degree, Computer Science