Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
Waterfield Sotheby's International Realty September 2014 - Present
BJ's Wholesale Club September 2008 - December 2010
PricewaterhouseCoopers March 2003 - March 2008
BJ's Wholesale Club July 2002 - March 2003
Fidelity Investments January 1999 - May 2002
Skills
Tax, Tax Accounting, Corporate Tax, Income Tax, Tax Research, GAAP, Tax Preparation, Tax Returns, Accounting, SEC filings, CPA, International Tax, Financial Reporting, US GAAP, Sarbanes-Oxley Act
Education
Northeastern University 1998 — 2000
Accounting
University of Massachusetts, Amherst 1992 — 1996
BA, History
Volunteers of America February 2014 - Present
Anne Kerr Consulting July 2013 - Present
Regional Task Force on the Homeless August 2010 - June 2013
Fidelity Investments January 2005 - December 2008
Fidelity Investments February 2000 - January 2005
NMS Communications 1995 - 1999
Voice Processing Corporation 1994 - 1995
Novell 1990 - 1994
Aetna Life & Casualty 1983 - 1989
Skills
Program Management, Software Project..., SDLC, Agile Methodologies, Software Development, Business Analysis, Requirements Analysis, Agile Project Management, Business Intelligence, Visio, SQL, Data Warehousing, Enterprise Architecture, Databases, Security, Software Documentation, Vendor Management, Management, Project Management, SaaS, Leadership, Web Services, Process Improvement, Team Leadership, Cloud Computing, Data Analysis, Security System Design, Testing
Education
University of California, San Diego 2010 — 2010
Specialized Certificate, Data Mining
Northeastern University 1999 — 1999
Certificate of Professional Achievement, Web Site Development
University of Hartford 1980 — 1983
B.S., Business Administration - Marketing
Simsbury High School 1976 — 1980
Self-employed November 2003 - Present
Fidelity Investments August 2000 - December 2006
Sun Life Financial June 1998 - August 2000
Skills
MS Office, Public Speaking, Compliance Testing, Compliance, Train New Employees, 401k, 403 b, Account Reconciliation, Enrollment Meetings
Education
Northeastern University
Bachelor's degree, Business Administration, Finance
Fidelity Investments August 2000 - Present
Merrill Lynch December 1998 - August 2000
Skills
Relationship Management, Management, Mutual Funds, Series 63, Financial Services, 401k, Investments, Wealth Management, Asset Allocation, Retirement, Securities, Portfolio Management, Investment Advisory, Series 6, Retirement Planning
Education
University of South Carolina-Columbia 1996 — 1998
B.S., Economics and Marketing
University of Teesside 1996 — 1996
Economics
Northeastern University 1994 — 1996
Economics and Marketing
Kennedy-Donovan Center September 2014 - Present
BiNA Farm 2012 - Present
Community Therapeutic Day School January 2013 - June 2014
Youth Villages 2011 - 2012
Fidelity Investments 2007 - 2010
Massachusetts Attorney General's Office 2005 - 2007
Claims Verification Inc. 2004 - 2005
United States Postal Inspection Service 2003 - 2004
South Shore Mental Health 2002 - 2004
Brightside for Families and Children 2001 - 2002
Skills
Mental Health Counseling, Autism Spectrum..., Early Childhood..., Child Mental Health, Early Intervention, Equine Assisted..., Therapists, Psychotherapy, Adolescents, Treatment, Fraud, Child Development, Social Services, Case Management
Education
Northeastern University 2012 — 2014
Master's degree, Counseling Psychology
Suffolk University 2002 — 2004
Master's degree, Criminal Justice
University of Massachusetts, Amherst 2000 — 2002
Bachelor of Arts (B.A.), Psychology, Spanish
Providence College 1997 — 1999
Forensic Psychology
chs
chs
KAYAK June 2014 - December 2014
Fidelity Investments September 2011 - April 2013
Skills
Java, Android, Java Enterprise Edition, HTML, MySQL, SQL, JavaScript, Spring, JDBC, Unix, Linux, jQuery, JSON, Unix Shell Scripting, Python, Front-end, Oracle SQL, XML, Web Development, Data Structures, CSS, Software Development, Software Engineering, HTML5, JIRA, Algorithms, Databases
Education
Northeastern University 2013 — 2015
Master of Science (MS), Computer Science, 3.75
Visvesvaraya Technological University 2007 — 2011
Bachelor of Engineering (B.E.), Computer Science, 7/10
Bishop Cotton Boys School 1993 — 2005
ICSE, High School/Secondary Diplomas and Certificates, 8/10
Ninja Career Consulting Services January 2015 - Present
MA Dept. of Labor / Transformation Agenda Consortia Grant August 2013 - November 2014
Northeastern University January 2002 - July 2013
Fidelity Investments November 1999 - December 2001
American Cancer Society September 1998 - October 1999
AB Consulting January 1993 - January 1998
Northeastern University January 1987 - August 1994
Skills
Resume Writing, Fundraising, Event Management, Volunteer Management, Event Planning, Career Development, Public Relations, Job Search Strategies, Mentoring, Career Counseling, Program Development, Counseling, Community Outreach, Non-profits, Coaching, Teaching, Interviewing, Higher Education, Coordination, Promotions, Problem Solving, Nonprofits, Academic Advising, Interviews, Program Management, Staff Development
Education
Northeastern University
Master of Science Degree, Human Resource Counseling
Northeastern University
Bachelor of Arts Degree, Human Services
JONES DAY® July 2014 - Present
State Street November 2013 - July 2014
Sullivan & Worcester LLP March 2010 - November 2013
Edwards Angell Palmer & Dodge LLP May 2005 - March 2010
Anderson & Krieger LLP March 2005 - April 2005
Palmer & Dodge LLP April 2003 - August 2004
Fidelity Investments 1999 - 2003
Putnam Investments 1997 - 1999
Skills
Bankruptcy, Structured Finance, Corporate Trust, Restructuring, Debt Finance
Education
Suffolk University Law School 2001 — 2005
JD, Law
Northeastern University 1998 — 2001
BS, Business Administration
Marshfield High School 1988 — 1992
Fidelity Investments March 2012 - Present
Fidelity Investments January 2011 - March 2012
Fidelity Charitable Services 2007 - December 2010
Skills
Administrative..., Financial Services, Mutual Funds, Series 7, Vendor Management, Process Improvement, Series 63, Project Management, Microsoft Office, Outlook, Microsoft Word
Education
Burdett
Northeastern University
Liberal Arts
Fidelity Investments June 2013 - May 2014
Provident Healthcare Partners, LLC January 2013 - May 2013
GE Healthcare January 2012 - July 2012
Scotiabank Global Banking and Markets January 2011 - July 2011
MFS Investment Management January 2010 - June 2010
Education
Northeastern University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Accounting
London School of Economics and Political Science 2011 — 2011
Study Abroad
Cognosante October 2014 - Present
Cognosante February 2014 - September 2014
SC DHHS February 2013 - February 2014
Independent MMIS Business Analysts June 2006 - February 2014
Highmark Companies April 2010 - June 2012
ACS Healthcare Solutions February 2009 - November 2009
Modis 2008 - 2009
S2Tech at ACS Wyoming June 2006 - July 2007
Fidelity Investments July 2005 - December 2005
IBM September 2000 - December 2004
Skills
Requirements Analysis, COBOL, Business Analysis, EDI, DB2, SDLC, Software Documentation, Testing, Mainframe, CICS, HIPAA, Systems Analysis, Visio, JCL, Requirements Gathering, Software Project..., Integration, Healthcare Information..., Business Requirements, MMIS, User Acceptance Testing, Quality Assurance, Analysis, Project Management, Process Improvement, Information Technology, Test Case Generation, Databases, SharePoint, Gap Analysis, MMIS Business Analysis, TSO, SQL, Enterprise Software, HIPAA EDI Analyst, Medicaid Managed Care, VSAM, MVS, Endeavor, Disaster Recovery, Agile Methodologies, SPUFI, Easytrieve, Use Case, EDI 5010 Gap Analysis, SilkTest, MITA 3.0, MECT, IMSDB, IT Strategy
Education
University of New Hampshire-Manchester 1985 — 1987
General Studies Self Designed Degree, Multi-/Interdisciplinary Studies, General
University of Vermont 1982 — 1983
Educational/Instructional Technology, 4.0
University of Vermont 1967 — 1971
Medical Technology and Allied Health Program
Northeastern University 1965 — 1967
Electrical and Electronics Engineering
Wayland High School 1957 — 1961
Diploma, Academic
Epsilon May 2014 - Present
Fidelity Investments February 2014 - May 2014
Mobile Messenger May 2010 - June 2013
State Street January 2009 - June 2009
CSN Stores January 2008 - June 2008
Skills
Public Speaking, HTML, Insurance, Account Management, Business Process..., Social Networking, Program Management, Access, Analysis, Management, Microsoft Office, Microsoft Word, Social Media, Microsoft Excel
Education
Northeastern University 2012 — 2013
Master Arts of Teaching, Elementary Education
Northeastern University 2005 — 2010
BA, Finance and Insurance
Fidelity Investments June 2015 - Present
Fidelity Investments May 2012 - June 2015
Fidelity Investments July 2009 - May 2012
EMC Corporation May 2008 - December 2008
Skills
Programming Languages:..., Databases: SQL Server..., Frameworks: .NET..., Scripting Languages:..., IDEs: Eclipse, VS2005,..., Source Control Tools:..., Others: DevExpress,..., Quantitative, Analytics, SQL
Education
Worcester Polytechnic Institute 2011 — 2014
Master of Science (MS), Financial Mathematics
Northeastern University 2007 — 2009
Master of Science (MS), Computer Science
Nirma University 2005 — 2006
Candidate for Masters, Computer Applications
M.G Science Institute 2002 — 2005
Bachelor of Science, Mathematics
MorphoTrust USA July 2013 - January 2014
Staples April 2012 - June 2012
American Tower August 2010 - March 2012
Genzyme Genetics March 2009 - July 2010
Fidelity Investments March 2004 - November 2008
PAREXEL February 2002 - January 2003
Putnam Investments January 2001 - September 2001
Ciber June 2000 - January 2001
Putnam Investments September 1999 - June 2000
Private Healthcare Systems January 1999 - September 1999
Skills
Project Management, Information Technology, Finance, Cross-functional Team..., Data Warehousing
Education
Project Management Institute
Certificate, Project Management Professional
Northeastern University
BSBA, Management Information Systems
Chelmsford schools
Fidelity Investments May 2011 - Present
Fidelity 2008 - April 2011
Bank of America 1986 - 2004
Education
Northeastern University
Currently seeking MS, Leadership w/ concentration in HR
University of Central Florida
BS, Industry & Technical Training
Credit Suisse September 2015 - Present
UBS April 2014 - August 2015
Fidelity Investments March 2012 - April 2014
BNY Mellon May 2010 - August 2011
SCS Financial August 2008 - December 2008
Goldman Sachs July 2007 - December 2007
Skills
Equities, Fixed Income, Hedge Funds, Mutual Funds, Investments, Bloomberg, Financial Services, Series 63, Securities, Portfolio Management, Financial Modeling, Financial Analysis, Asset Management, Wealth Management, Due Diligence, Private Equity
Education
Northeastern University 2004 — 2010
Bachelor of Science (BS), Accounting and Finance
TD Ameritrade Institutional August 2015 - Present
Fidelity Investments July 2014 - August 2015
Fidelity Investments September 2011 - June 2014
Fidelity Investments August 2013 - January 2014
Staples 2008 - 2011
D&H Distributing March 2004 - February 2007
Skills
Series 7, Series 66, Retirement Planning, Investment Strategies, Investment Management, Sales Management, Phone Skills
Education
Axia Univeristy
3.86
Northeastern University
Cadence Capital Management 1995 - Present
Fidelity Investments 1995 - 1995
Skills
Investments, Financial Services, Mutual Funds, Equities, Asset Managment, Series 7, Capital Markets, Hedge Funds, ETFs, Portfolio Management, Institutional, Alternative Investments, Strategy, Bloomberg, Equity Research, Investment Strategies, Investment Management, Asset Management, Asset Allocation, Financial Modeling, Finance, Relationship Management, Securities, Fixed Income
Education
Northeastern University
Post Baccalaureate Certificate in Finance
Salem State College
Bachelor's degree, Communications, Business Writing
EMC April 2014 - Present
EMC November 2012 - April 2014
Dell July 2012 - October 2012
Workscape, an ADP Company September 2008 - July 2012
Sapphire Technologies June 2008 - September 2008
Fidelity Investments October 2007 - February 2008
Fidelity Investments May 2005 - October 2007
Fidelity Investments November 1999 - May 2005
Putnam Investments 1997 - 1999
Mellon Bank 1994 - 1997
Skills
PMP, Testing, Vendor Management, SDLC, Relationship Management, Project Management, 401k, Defined Contribution, Outsourced Benefits, Employee Benefits, CRM, Project Planning, Training, Enterprise Software, Outsourcing, Risk Management, MS Project, Requirements Gathering, Business Requirements, Analysis, Financial Services, Management, Software Documentation, Cross-functional Team..., Leadership, Software Project..., Human Resources, Business Process..., Quality Assurance, System Administration, Strategic Planning, Requirements Analysis, Team Management, Benefits Administration, Change Management, Six Sigma, Agile Methodologies, ERP, Ownership, Process Improvement, Program Management, Project Portfolio..., PMO
Education
Northeastern University
Bachelor of Science, Business Administration
Fidelity Investments July 2007 - Present
Skills
Cisco, Telecommunications, Switches, Capacity Planning, Avaya, Data Center, Disaster Recovery, Incident Management, Network Architecture, Call Center, ITIL, Network Engineering, Vendor Management, Telephony, Cisco IOS, DNS, IT Operations, PBX, TCP/IP, Cabling, VoIP, Servers, DHCP, Cloud Computing, Technical Management, Server Architecture, Technology Management, Cisco Technologies, Call Centers, CCNA, Software Documentation, WAN, Networking, Cisco Routers, Troubleshooting, IT Management, Technical Support, System Deployment, Infrastructure, VPN, Business Continuity, Testing, Visio, Routers
Education
Northeastern University 1997 — 2000
Certifications, Facilities Management, Data Communications System Technology, LAN Technology
Woonsocket High School
Epsilon March 2015 - Present
Epsilon August 2010 - February 2015
Body1, Inc February 2010 - June 2010
Fidelity Investments June 2009 - August 2009
Nokia February 2008 - August 2008
Reliance Communications June 2006 - May 2007
Skills
Microsoft SQL Server, Databases, SQL, Testing, Database Design, Scrum, Visual Basic, Data Analysis, Test Automation, Quality Center, Oracle, Unix, PL/SQL, Perl, Agile Methodologies, ETL, Linux, SDLC, Quality Assurance
Education
Northeastern University 2007 — 2009
M.S, Computer Systems Networking
Ramrao Adik Institute of Technology 2003 — 2007
Bachelor of Engineering, Electronics & Telecommunication
Fidelity Investments October 2009 - Present
Fidelity Investments March 2004 - December 2008
Fidelity Investments January 2000 - March 2004
Fidelity Investments January 1988 - December 1999
Education
Northeastern University 1988 — 1995
BS, Engineering Technology
Boys youth lacrosse coach June 2013 - Present
Private Equity July 2009 - April 2013
John Hancock 2008 - 2009
Pioneer Investments September 2006 - April 2008
Brown Brothers Harriman December 2004 - September 2006
Fidelity Investments February 1996 - October 2001
Skills
Financial Services, Asset Managment, Investments, Derivatives, Fixed Income, Equities, Securities, Hedge Funds, Mutual Funds, Investment Advisory, Capital Markets, Trading, Portfolio Management, Investment Strategies, Bloomberg, Bonds, Alternative Investments, Risk Management, Financial Analysis, Series 7, Series 63, Financial Markets, Investment Management, Asset Allocation, Equity Trading, Securities Lending, FX Options, Middle Office, Series 24, Options, Investment Banking, Relationship Management, Private Equity, Valuation, Settlement, Trading Systems, Asset Management
Education
Northeastern University 1987 — 1992
BS
East Hampton High School 1983 — 1987
MEDITECH December 2014 - Present
MEDITECH April 2014 - February 2015
MEDITECH June 2011 - October 2014
MEDITECH July 2009 - June 2011
MEDITECH August 2007 - July 2009
Energy Marketing Systems August 2006 - February 2007
Fidelity Investments June 2005 - September 2005
Docutron Systems September 2003 - January 2004
Skills
Healthcare Information..., Healthcare, CPOE, EMR, EHR, Customer Service, Hospitals, HIPAA, Informatics, Leadership, Management, Medication..., Meditech, PCM, Physicians, Process Improvement, Project Management, Software Documentation, Software Implementation, Training, Workflow Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services, 3.71 - Within Major
Northeastern University
Master of Science (M.S.), Health Informatics
Verizon Enterprise Solutions May 2011 - Present
Kaiser Permanente IT November 2010 - May 2011
Fidelity Investments March 2004 - December 2009
UNH Interoperability Laboratory 2000 - 2004
State Street Corporation 1999 - 2000
Fidelity Investments 1994 - 1999
Cabletron Systems 1991 - 1994
Boeing Aerospace Operations 1988 - 1991
Marcam Solutions February 1985 - September 1986
Skills
Outsourcing, Telecommunications, Team Building, Program Management, Project Management, Network Operations, Wireless Networking, Vendor Management, Network Engineering, Data Center Architecture, Network Security, DOCSIS, VoIP, Expert Systems, Budget Management, Healthcare IT, Child Advocacy, Social Services, Interoperability, Protocol Analysis, Programming, Broadband, Public Policy, Organizational Structure, Performance Metrics, Data Center, Healthcare Information..., Management, IT Operations, DNS, Disaster Recovery, Networking, VPN, Service Delivery, Infrastructure
Education
Northeastern University 1986 — 1988
M.S., Computer Science
Wheaton College 1980 — 1984
B.S., Mathematics
Hingham High School 1977 — 1980
Fidelity Investments July 2015 - Present
UBS Global Asset Management January 2014 - June 2014
Wellington Management January 2013 - June 2013
GE Aviation January 2012 - June 2012
Global Arena Capital Corp. July 2009 - August 2011
Skills
Corporate Finance, Microsoft Excel, Financial Analysis, Data Analysis, PowerPoint, Finance, Economics, Strategic Financial..., Leadership, Writing, Due Diligence, Management, Process Improvement, Analysis, Business Analysis
Education
Northeastern University 2010 — 2015
Bachelor's degree, Finance, General, 3.7
London School of Economics and Political Science 2012 — 2012
Economics/Finance
The American University of Rome 2011 — 2011
International Business
Cerulli Associates September 2013 - Present
Fidelity Investments July 2012 - August 2013
Sun Life Financial December 2009 - July 2012
Fidelity Investments October 2006 - December 2009
Capital Guardian Trust Company February 2000 - September 2006
Putnam Investments April 1994 - January 2000
Skills
Corporate Communications, Marketing Communications, Public Relations, Financial Markets, Media Relations, Management, Strategic Communications, Thought Leadership, Institutional Marketing, Asset Management, Content Strategy, Public Speaking, Crisis Communications, Leadership, Investor Relations, Strategy, Communications Planning, Speech Writing, Communication Training, Marketing, Editing, Market Research, Institutional..., Copywriting, Internal Communications
Education
Northeastern University 1989 — 1993
BA, Journalism
Ridgewood (NJ) High School 1986 — 1989
Neotys December 2012 - Present
Neotys April 2011 - December 2012
Choice Solutions, Inc. June 2009 - April 2011
Commonwealth of Massachusetts IT - EOHHS June 2004 - June 2009
Copyright Clearance Center/Rightslink January 2000 - January 2003
MARCHFIRST INC January 1997 - January 2000
Fidelity Investments January 1995 - January 1997
Skills
Data Systems, Load Testing, LoadRunner, Performance Testing, Test Management, QTP, Quality Center, Test Automation, Agile Methodologies, Testing, Requirements Analysis, Software Quality..., SQL, SDLC, Regression Testing, Test Planning, Manual Testing, Test Strategy, User Acceptance Testing, Quality Assurance, Web Services, JIRA, Software Engineering, Software Documentation, Scrum, HP Quality Center, HP QTP
Education
Northeastern University 1986 — 1988
BA, COMPUTER AIDED DESIGN / MANUFACTURING
Salem State University 1980 — 1985
BS, CARTOGRAPHY
Fidelity Investments June 1986 - Present
Education
Corenet
Northeastern University
BS, Computer Management
Fidelity Investments December 2009 - Present
Fidelity Investments March 2006 - December 2009
Verizon Communications May 2001 - February 2006
Skills
Enterprise Architecture, Mobile Architecture, Web Architecture, Trading Systems, Distributed Systems, SOA, Batch Processing, Java, .NET, iOS development, Agile, Scrum, RESTful WebServices, Web Services, OAuth, Test Driven Development, Spring, TOGAF, Performance Tuning, Objective-C, SQL, DB2, Oracle, Maven, JMS, DevOps, jQuery, HTML 5, Google Analytics, Spring Integration, Spring Batch, C#, Search Engine Technology, Continuous Integration, Messaging Systems, Extreme Programming, TDD, MVC, Rational Team Concert, OLTP, Dimensional Modeling, Hibernate, WCF, WPF, AMQP, Android Development, Python, Ruby, Digital Marketing, Social Media
Education
Northeastern University 2000 — 2001
MS, Computer Sciences
University of Rochester 1998 — 1999
MS, Engineering
Tsinghua University 1993 — 1998
BS, Engineering
Tufts Health Plan September 2015 - Present
Federal Reserve Bank of Boston December 2011 - Present
Epsilon June 2010 - August 2011
Fidelity Investments September 2006 - January 2009
Biogen Idec November 2004 - September 2006
CVS Caremark Corporation April 2003 - November 2004
Fleet Boston Financial February 1999 - April 2003
BankBoston June 1997 - February 1999
Harte Hanks May 1994 - June 1997
BayBank Systems, Inc. May 1985 - June 1994
Skills
SQL, Project Management, Linux, SDLC, Perl, Oracle, SAS, Data Warehousing, Unix, Microsoft SQL Server
Education
Northeastern University 1976 — 1981
Bachelor's degree, Mathematics and Computer Science, 3.0
Deloitte Consulting August 2015 - Present
Deloitte Consulting January 2012 - August 2015
Liberty Mutual July 2007 - January 2012
Fidelity Investments January 2007 - June 2007
Fidelity Investments April 2005 - December 2006
State Street Bank 2000 - 2003
Skills
Financial Analysis, Sarbanes-Oxley Act, Management Consulting, Auditing, Financial Reporting, Forecasting, Process Improvement, Business Analysis, Financial Modeling, Analysis, Internal Controls, Business Process..., Risk Management
Education
Northeastern University 1999 — 2003
Bachelors of Science, Accounting
BNY Mellon Asset Servicing February 2005 - November 2013
Fidelity Investments April 1994 - October 2003
Skills
Financial Services, Risk Management, Microsoft Excel, Portfolio Management, Financial Analysis, Banking, Mutual Funds, Financial Planning, Relationship Management, Wealth Management, Finance, Equities, Securities, Asset Management, Business Analysis, Fixed Income, Financial Risk, Financial Modeling, Investments, Capital Markets
Education
Northeastern University
FairPoint Communications February 2013 - Present
Single Digits, Inc. May 2012 - October 2012
Biogen Idec August 2009 - November 2011
Analog Devices March 2000 - March 2009
Fidelity Investments 1997 - 2000
Cabletron 1992 - 1997
Mainline Electric, Inc. 1990 - 1992
CSI 1988 - 1990
Skills
VoIP, Cisco Technologies, Networking, Vendor Management, WAN, Network Design, VPN, Switches, Firewalls, Routers, IP, Troubleshooting, Telecommunications, Network Administration, DNS, Wireless, LAN-WAN, MPLS, Data Center, Project Management, Technical Support, CCNA, TCP/IP, Ethernet, Routing, Hardware, Network Engineering, Load Balancing, Customer Service, Disaster Recovery, Cabling, Infrastructure, Routing Protocols, Security, Network Architecture, OSPF, Wireless Networking, IP Addressing, Switching, Electricians, Hosted Voice, SIP Trunking
Education
Northeastern University 1998 — 2000
Data Communications, Telecommunications Systems Technology
Washington County Community College 1979 — 1981
Electronics Communications, Residential Electricity
Fidelity Investments January 2011 - July 2011
Fidelity Investments May 2007 - December 2009
Fidelity Investments December 2005 - May 2007
Skills
SDLC, Agile Project Management, Financial Services, Agile Methodologies, Requirements Gathering, Program Management, Software Project..., Vendor Management, Resource Management, Requirements Analysis, Software Implementation, PMO, Visio, Scrum, Project Portfolio..., Waterfall, Systems Analysis, Requirements Management, Business Analysis, Leadership, Business Requirements
Education
Rivier College 2010 — 2012
MA, Counseling
Northeastern University 1983 — 1988
Bachelor of Science, Business Administration and Management, General
Wall Street Horizon, Inc. September 2013 - Present
Wall Street Horizon, Inc. August 2005 - September 2013
Veritude, LLC March 2005 - June 2005
Fidelity Investments October 1986 - December 2004
Fidelity 1986 - 2004
Parker Brothers Games March 1982 - October 1986
Charles T. Main October 1981 - March 1982
LFE Corp. August 1978 - October 1981
Fanny Farmer Candies May 1977 - August 1978
New England Toyota Distributors February 1975 - May 1977
Skills
Vendor Relations, Software Development, IT Management, Risk Management, Management, Integration, Vendor Management
Education
Suffolk University 1987 — 1991
MBA
Northeastern University 1978 — 1984
Bachelors
Iron Mountain December 2010 - Present
Bank of America May 2010 - November 2010
Veritude September 2009 - April 2010
LogMeIn April 2008 - July 2009
Fidelity Investments December 2003 - April 2008
Old Mother Hubbard April 2003 - December 2003
Fidelity Investments July 1997 - November 2001
Skills
Excel, Access, Data Analysis, Web Content Management, HTML + CSS, Reporting & Analysis, Salesforce.com, Microsoft Office, Outlook, HTML, Retouching, Word, PowerPoint, Photoshop, Analysis, Dreamweaver, Windows, Adobe Acrobat, Microsoft Excel, Microsoft Word, Databases, Sales, Sales Operations, SharePoint, Sales Management, Management, CRM
Education
Northeastern University 1987 — 1991
Bachelor’s Degree, Marketing, International Business
Fidelity Investments January 2015 - Present
Fidelity Investments January 2015 - Present
Enterprise Rent-A-Car September 2013 - August 2014
Enterprise Rent-A-Car May 2012 - September 2013
Northeastern University Campus Activities Office January 2011 - June 2011
Foley Hoag LLP January 2010 - July 2010
Dewey & LeBoeuf LLP January 2009 - July 2009
Southwest Community Education April 2003 - August 2008
Anytime Fitness June 2007 - August 2007
Skills
Research, Microsoft Office, Customer Service, Administration, Event Planning, Editing, Administrative Support, Outlook, Word, PowerPoint, Excel, Access, Photoshop, Spanish, Contract Negotiation, Legal Research, Adobe Acrobat, Policy, SharePoint, Microsoft Excel, Lotus Notes, Marketing, Management, Microsoft Word, Administrative...
Education
Northeastern University 2007 — 2012
Bachelor of Science, Political Science and Environmental Studies
Southwest High School 2003 — 2007
Diploma, International Baccalaureate Program
MetLife May 2013 - Present
MetLife June 2011 - May 2013
MetLife April 2005 - June 2011
Synergistics Inc. September 2003 - March 2005
Fidelity Investments August 1998 - August 2003
Skills
Treasury Management, SEC filings, GAAP, Financial Reporting, Sarbanes-Oxley, US GAAP, Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Accounting, Hyperion Enterprise, Strategic Financial..., Auditing, Accounts Payable, General Ledger, CPA, Financial Statements, Statutory Accounting, Consolidation, Financial Analysis, Account Reconciliation, Journal Entries, Accruals, Expenses, Pivot Tables
Education
Northeastern University 1990 — 1995
BS, Accounting/Management
Independent Voice Artist December 2000 - Present
Massachusetts Insititute of Technology 2011 - 2013
Fidelity Investments May 2007 - May 2009
Biogen Idec May 2004 - May 2006
Skills
Office Management, Microsoft Office, Travel Management, Office Administration, Executive Level..., Lotus Notes, SAP, Polycom Video..., Telepresence, Management, PowerPoint, Sales, Training, Customer Service, Research, Leadership, Social Networking, Event Planning, Marketing, Editing, Administrative...
Education
Wellesley College 1982 — 1986
Bachelor of Arts (B.A.), Political Science/Art History
London Academy of Music and Dramatic Art
Certificate in Performance
Northeastern University
Certificate in Paralegal Studies, Paralegal Studies
Network & Security Technologies July 2011 - Present
10kInfo, Inc. March 2003 - May 2011
tentwosevensix Ventures August 2000 - March 2003
Bolt Beranek and Newman (BBN Technologies) April 1998 - August 2000
Fidelity Investments December 1995 - March 1998
Skills
Troubleshooting, Management, Network Engineering, System Architecture, Product Management, Data Center, Vendor Management, IP, Network Security, Program Management, Disaster Recovery, Architecture, Security, Networking, Enterprise Software, Infrastructure, Start-ups, Security Management, SDLC, Service Delivery, ITIL, WAN, Integration, Outsourcing, Business Development, Requirements Gathering, Risk Management, Network Architecture, Application Architecture, Routing, Leadership, Firewalls
Education
Northeastern University
Electrical Engineering, Computer Science
Fidelity Investments March 2006 - Present
Skills
AIX Administration, Solaris 8/9/10, Hadoop, System Administration, Linux System..., Project Management, Writing, Virtualization, IBM pSeries, Veritas Cluster Server, Veritas Storage..., Oracle RAC
Education
Northeastern University 1988 — 1993
Bachelor of Science (B.S.)
Boston University 1997 — 1998
Certificate, Information Technology
Fidelity Investments July 2011 - June 2013
Bain Capital, LLC September 2008 - July 2011
Putnam Investments 2005 - 2008
Wellington Management October 2004 - March 2005
State Street Global Advisors February 1999 - April 2004
Fidelity Investments September 1996 - February 1999
Skills
Fixed Income, Asset Management, Business Analysis, Valuation, Asset Managment, Portfolio Management
Education
Northeastern University
Master's degree
University of Maine
Bachelor of Science (BS)
Fidelity Investments July 2014 - Present
Fidelity Investments July 2010 - July 2014
Fidelity Investmants June 2007 - July 2010
Fidelity Investments January 2005 - June 2007
Fidelity Investments February 2001 - January 2005
Fidelity Investments June 2000 - February 2001
Fidelity Investments June 1998 - June 2000
First Security Services Corporation 1995 - 1998
Skills
Physical Security, Business Continuity, Security, Risk Assessment, Crisis Management, Corporate Security, Security Management, Security Operations, Security Audits, Protection, Private Investigations, Surveillance, Investigation, Asset Protection, Executive Protection, Security Awareness, Troubleshooting, Integrated Security...
Education
Northeastern University 1994 — 1999
Bachelor of Science, Criminal Justice
Catholic Memorial High School 1990 — 1994
RUN April 2014 - Present
BrightRoll December 2010 - April 2014
Fidelity Investments June 2008 - September 2010
Merrill Lynch January 2007 - June 2007
Skills
Digital Strategy, Online Advertising, Digital Marketing, Digital Media, Mobile Marketing, Media Planning, Integrated Marketing, Advertising, Media Buying, Mobile Advertising, Salesforce.com, Interactive Marketing, Social Media Marketing, Analytics, Market Research, Social Media, Web Analytics, Online Marketing, Account Management
Education
Northeastern University 2003 — 2008
Bachelors, Marketing & Finance
Boston College High School
Praxis Advisors, LLC November 2014 - Present
Digaboom, Inc. November 2014 - Present
LivingSocial February 2013 - Present
USAA January 2012 - December 2012
Rockland Trust Company February 2011 - December 2011
Trinity Marketing August 2009 - December 2010
Copernicus July 2005 - July 2009
Bank of America 2002 - 2004
John Hancock Life Insurance Company (U.S.A.) 1998 - 2001
Fidelity Investments 1993 - 1998
Skills
Marketing Research, Marketing Strategy, Segmentation, Entrepreneurship, Cross-functional Team..., Leadership, Market Research, Relationship Management, Strategic Planning, Direct Marketing, Marketing, Competitive Analysis, Product Marketing, Email Marketing, New Business Development, Business Development, Business Strategy, Marketing Communications, Advertising, Integrated Marketing, Analysis, B2B, Marketing Analytics, Strategy, Competitive Intelligence, Customer Insight, Team Building, Customer Experience, Team Leadership, Management, Analytics, Digital Marketing, Sales, Financial Services
Education
Northeastern University 1985 — 1987
MBA, Marketing
Stonehill College 1981 — 1985
B.S., Health Care Administration
Staples May 2011 - Present
Staples June 2010 - May 2011
William M. Fries & Associates February 2009 - May 2011
Dextrys July 2009 - June 2010
Fidelity Investments February 2007 - February 2009
Fidelity Investments August 2003 - February 2007
Fidelity Investments July 2002 - July 2003
Fidelity Investments October 2001 - July 2002
Fidelity Investments June 1997 - September 2001
William M. Fries & Associates 1997 - 1998
Skills
Agile Methodologies, Cross-functional Team..., Project Management, SDLC, Integration, Business Analysis, Product Management, Management, Program Management, Business Intelligence, Requirements Analysis, Vendor Management, Software Development, Leadership, Outsourcing, Project Planning, Strategy
Education
Northeastern University 1988 — 1991
Electrical Engineering
Rochester Institute of Technology 1984 — 1987
Electrical Engineering
State University of New York - System 1982 — 1984
AAS, Engineering Science
UPscale Warehouse LLC 2012 - Present
Mount Pleasant Mall January 2012 - July 2015
Fidelity Investments 2002 - 2004
John Hancock Life Insurance Company (U.S.A.) 1997 - 2001
First Variable Life Insurance January 1997 - October 1997
Skills
Entrepreneurship, Sales, Customer Service, Small Business..., Auctions, Small Business, Antique Restoration, Texture Painting, Online Auctions, Start-ups, Social Media Marketing, New Business Development, Wholesale Purchasing, E-commerce, Antique Furniture, Modern Furniture, Vintage Furniture, Management, Retail, 401k, Business Process..., Relationship Management, Sales Support, Project Management, Requirements Analysis, Fixed Annuities
Education
Northeastern University
Bachelor of Business Administration (BBA), Business Administration and Management Information Systems
Fidelity Investments February 2014 - Present
Northeastern University September 2013 - December 2013
Northeastern University July 2013 - August 2013
Merkle January 2013 - June 2013
Northeastern University June 2012 - July 2012
Accenture December 2009 - December 2011
Patni Computer System January 2009 - June 2009
Skills
SQL, Oracle, Requirements Analysis, Business Analysis, PL/SQL, Databases, Database Design, Business Process..., SDLC, Dashboard Designing, Data Visualization, Data Blending, Business Intelligence, Tableau, Splunk, Data Mining, Big Data, RDBMS, SSIS, SSRS, Relational Databases, Sybase, MongoDB, Data Warehousing, ETL, Data Modeling, MS SQL, Business Service..., T-SQL, Data Integration, Data Analysis, Microsoft SQL Server, Release Management, Software Development, C++, C,, NoSQL, Project Management, Java, UML, Rally, Object Oriented Design, Unix, SiteScope
Education
Northeastern University 2012 — 2013
Information System, Masters
Fidelity Communications and Advertising 2010 - 2014
Fidelity Investments 2006 - 2010
Fidelity Investments 2004 - 2006
Hewlett-Packard Company 2002 - 2003
Compaq Computer Corporation 1997 - 2002
Skills
Marketing Communications, Client Relations, Integrated Marketing, Direct Marketing, Strategic Alliances and..., Marketing Strategy, Advertising, Email Marketing, Messaging and Branding, Marketing, Strategic Planning, Direct Mail, Project Management, Leadership, Creative Direction
Education
Northeastern University
Business Administration, Marketing Concentration
Fidelity Investments July 2011 - Present
Fidelity Investments July 2005 - July 2011
Fidelity Investments 2000 - 2002
Fidelity Investments August 1998 - 2000
Fidelity Investments December 1995 - August 1998
Skills
Java, Spring, Spring MVC, Tomcat tcServer, Android Development, SOA, Websphere, Struts, Oracle, Sybase, Software Development, XML, Tomcat, Eclipse, Scrum, DB2, JUnit, ServiceMix, Agile Application..., Apache CFX, Web Services, SQL, ClearCase, Subversion, Spring Framework
Education
Northeastern University 1990 — 1995
BA
Dana-Farber Cancer Institute August 2010 - Present
Fidelity Investments August 1998 - September 2010
Sybase May 1997 - August 1998
nynex 1976 - 1997
nynex 1974 - 1997
Skills
Oracle, MSSQL, Sybase, Integration, ETL, Data Warehousing, Databases, Database Administration, Database Design, Leadership, SQL, Microsoft SQL Server, Perl, Enterprise Architecture, Software Project..., SDLC, DB2, Disaster Recovery, Unix, Linux, Architecture, Informatica, Agile Methodologies, PL/SQL, Management, Solaris, Requirements Analysis, Virtualization, Project Management, Data Modeling, Hadoop, HDFS, Visio
Education
Northeastern University 1997 — 2001
BS, MIS
Fidelity Investments Director - FinanceFidelity Management and Research Company2001 - Present
Fidelity Investments 2000 - Present
Education
Northeastern University 1996 — 1998
MBA, Finance
Saint Michael's College 1990 — 1994
Eastern Insurance Group August 2014 - Present
Marsh & McLennan Companies, Inc. September 2012 - August 2014
Connell & Curley Insurance Agency November 2009 - September 2012
Travelers October 2007 - November 2009
LaMarche Associates October 2006 - October 2007
Fidelity Investments January 2005 - October 2006
Boston Stock Exchange 1999 - 2001
Skills
CPCU, Property & Casualty..., P&C License, Risk Management, Underwriting, Sales, Sales Retention, Loss Prevention, Enterprise Risk..., Umbrella Insurance, Commercial Insurance, Property Claims, Claims Investigations, Subrogation, Insurance, Professional Liability, Liability
Education
Northeastern University 1999 — 2003
Bachelor of Arts (B.A.), Economics
St John's Highschool
National Financial March 2010 - Present
Fidelity Investments 1986 - Present
National Financial, a Fidelity Investments Company 1982 - 2009
Education
Northeastern University
Fidelity Investments September 1996 - Present
Fidelity Investments November 2005 - August 2009
Fidelity Investments September 2003 - October 2005
Fidelity Investments September 1996 - September 2003
The Boston Company 1990 - 1995
Skills
Business Continuity, Business Continuity..., Enterprise Risk..., Disaster Recovery, Software Documentation, Risk Management, Business Impact Analysis, Incident Management, Operational Risk..., Emergency Management, Security, Business Process, Analysis, Business Resilience, Program Management, Risk Assessment
Education
Northeastern University 1986 — 1992
BS, Management Information Systems
Chatham Bars Inn April 2011 - Present
Fidelity Investments May 2004 - April 2011
Rhode Island Convention Center October 2003 - May 2004
K Capital Partners, LLC May 1999 - May 2003
MJ Reseach 1997 - 1999
Skills
Event Planning, Event Management, Meeting Planning, Hospitality, Marketing Communications, Public Relations, Sales, Social Media Marketing, Customer Service, Social Media, Hotels, Marketing Strategy, Trade Shows, Email Marketing, Marketing, Food & Beverage, Sponsorship, Budgets
Education
Northeastern University
Bachelor of Science (BS), Criminal Justice
Fidelity Investments January 2010 - Present
Fidelity Investments October 2005 - June 2010
E*TRADE Financial January 2001 - October 2005
E*Trade 2001 - 2005
TRK LLC 2000 - 2005
Skills
Series 7, Business Development, Capital Markets, Defined Contribution, ERISA, ETFs, Employee Benefits, Entrepreneurship, Finance, Equities, 401k, Asset Allocation, Asset Management, Alternative Investments, Defined Benefit, Hedge Funds, Leadership, Management, Negotiation, Options, Relationship Management, Retirement Plan..., Retirement Planning, Sales, Series 24, Trading, Trading Systems
Education
University of Massachusetts, Amherst 1989 — 1993
BA
Northeastern University
Fidelity Investments January 1997 - Present
Education
Northeastern University
Sikorsky Aircraft September 2014 - Present
IPG December 2012 - September 2014
JetBlue Airways July 2006 - August 2012
UNIMIN CORP January 2000 - January 2006
Unilever January 1999 - January 2000
METROMEDIA INTERNATIONAL TELECOMMUNICATIONS INC January 1996 - January 1999
VANSTAR CORP., LEARNING NETWORK DIVISION January 1994 - January 1995
Fidelity Investments January 1991 - January 1992
Unisys July 1989 - January 1990
Skills
SAP, Hyperion, Financial Analysis, Financial Planning, Business Analysis, Accounting, Change Management, Purchasing, Accounts Payable, Supply Chain Management, Sales Process, Business Intelligence, Integration, Process Improvement, Unit Testing, Regression Testing, User Acceptance Testing, User Management, Production Support, Vertex, InvoiceWorks, Excel, BNA, Clarity, Cognos, Access, Microsoft Office, PowerPoint, Analysis, Software Documentation
Education
Northeastern University 1989 — 1990
MBA, General Management/Finance
University of Virginia 1983 — 1987
BA, English
Fidelity Investments August 2007 - Present
Fidelity Investments November 2005 - July 2007
Fidelity Investments January 2002 - October 2005
Putnam Investments January 1993 - August 1996
Education
Northeastern University 1977 — 1983
BS/BA, Accounting / Finance
Fidelity Investments May 2011 - Present
Eaton Vance December 2010 - April 2011
Putnam Investments 2010 - 2010
Bank of New York Mellon 2008 - 2009
Fidelity Investments March 2006 - December 2007
eCredit.com 1998 - 2000
Skills
Mutual Funds, SDLC, Requirements Analysis, Business Analysis, Agile Methodologies, Project Management, Vendor Management, Financial Services, Software Project..., CRM, Process Improvement
Education
Northeastern University 1990 — 1992
Master of Science (MS), Mathematics in Computing
Northeastern University 1990 — 1992
Master of Science (M.S.), Mathematics in Computing
Simmons College 1986 — 1990
Bachelor of Science (B.S.), Computer Science and Mathematics
US Department of the Treasury January 2010 - Present
Fidelity Investments 2005 - 2008
Fidelity Investments 2002 - 2005
Fidelity Investments 2000 - 2002
American Medical Response 1994 - 2000
Building 19 June 1986 - March 1994
Skills
Requirements Analysis, Project Management, Program Management, Risk Management, Microsoft SQL Server, PL/SQL
Education
Northeastern University
BS Info Technology and Business Mgt
Northeastern University 1989 — 1995
AS Human Resource Mgt
Wakefield High School
LeapFrog Systems October 2014 - Present
Alert Solutions December 2013 - October 2014
Incapsulate February 2013 - October 2013
Fidelity Investments May 2011 - February 2013
Fidelity Investments June 1990 - December 2008
Fidelity Investments July 1993 - September 2001
Skills
SDLC, Business Analysis, Requirements Gathering, Software Project..., Requirements Analysis, Business Requirements, Vendor Management, Agile Methodologies, Process Improvement, Business Process..., Visio, Risk Management, Project Portfolio..., Project Management, Business Intelligence, IT Strategy, PMO
Education
Northeastern University 1983 — 1988
BS, Economics
Fidelity Investments Senior Regional TechnicianFidelity InvestmentsMarch 2002 - Present
Education
Northeastern University
Fidelity Investments May 2012 - Present
Fidelity Investments July 2010 - May 2012
Fidelity Investments May 2006 - July 2010
Fidelity Investments April 2004 - May 2006
State Street Bank June 2003 - April 2004
Education
Northeastern University
Bachelor's, Finance
St Thomas Aquinas High School
Fidelity Investments September 2014 - Present
Mount Snow 1986 - Present
Sprint Nextel July 2012 - March 2014
Fidelity Investments July 2003 - July 2012
RSA The Security Division of EMC September 1999 - June 2003
Skills
CISSP, Network Security, Firewalls, Security, Network Architecture, Team Leadership, Network Design
Education
Northeastern University 1995 — 2005
BS, MIS
BAE Systems September 2005 - Present
Amherst Fire Department 2007 - Present
Fidelity Investments 2001 - 2005
Skills
Risk Management, Analysis, Finance, Business Analysis, Financial Analysis, Program Management, Public Speaking, Public Safety, Data Analysis, Financial Modeling, Process Improvement, Project Management
Education
Northeastern University 1984 — 1988
BSBA, Finance
Philips June 2010 - Present
Albertson's Supermarkets 2008 - 2010
Albertsons 2005 - 2008
Hewlett Packard/Agilent Medical/Philips Medical Systems 2004 - 2005
Fidelity Investments January 1999 - January 2004
Skills
Cisco Technologies, Firewalls, Network Administration, Network Security, Integration, Networking, CCNA, Project Management
Education
Northeastern University 1975 — 1980
BS/BA, Business and Marketing
C-10 Research & Education Foundation, Inc. October 1998 - June 2013
Fidelity Investments 1974 - 1994
Skills
Vendor Management, Business Analysis, Process Improvement, Project Management, Program Management, Change Management, Integration, IT Strategy, IT Management, Software Project..., Risk Management, Requirements Analysis, PMP, Management, SDLC, Project Portfolio...
Education
Northeastern University
Business Management
Town of Hanover - Hanover, Massachusetts 2010 - Present
Fidelity Investments June 2001 - March 2009
Fidelity Information Service June 1997 - March 2009
Fidelity Investments January 1997 - March 2009
Fidelity Investments January 1997 - January 2009
Fidelity Investments 2007 - 2009
Town of Hanover Parks & Rec. Committee January 1986 - January 2008
Fidelity Investments 1997 - 2007
Fidelity Information Service January 1997 - January 2004
Town of Hanover Emergency Communication January 1994 - January 2000
Skills
Disaster Recovery, Project Management, Vendor Management, ITIL, Business Process..., Process Improvement, Software Documentation, Leadership, Business Process, Management, Telecommunications, Security, Training
Education
Northeastern University
Electrical Engineering
Fidelity Investments June 1996 - Present
Commonwealth of Massachusetts 1992 - 1996
Education
Northeastern University
Masters, Public Administration
Saint Bonaventure University
BA
Lincoln Financial Advisors March 2012 - Present
TIAA-CREF August 2009 - March 2012
Moors & Cabot March 2000 - February 2009
Fidelity Investments December 1991 - March 2000
Columbia Management January 1990 - December 1991
Krupp Company January 1989 - December 1989
Dean Witter 1987 - 1989
Skills
Financial Advisory, Series 7, Series 24, Series 63, Series 65, Life Insurance, Mutual Funds, Retirement Planning, Sales Management, Wealth Management, Financial Services, Investments, Securities, Investment Advisory, Financial Planning, Asset Management, Finance, Relationship Management, Alternative Investments, Insurance, Portfolio Management
Education
Northeastern University 1980 — 1985
Business, Business Administration
Norwich Free Academy 1976 — 1980
College Prep, Business Administration and Management, General
Federal Reserve Bank of Boston June 2014 - Present
State Street March 2014 - May 2014
Fidelity Investments 2009 - 2013
Fidelity Investments 2005 - 2008
Fidelity Investments 2003 - 2005
Fidelity Investments 2000 - 2002
Skills
Compliance, Risk Management, Regulation Assessment, Risk Assessment, Governance, Leadership, Relationship Management, Strategic Planning, Program Management, Business Process..., Training, Operations Management, Business Strategy, Vendor Management, Management Consulting, Financial Services, Management, Project Management, Portfolio Management, Visio, Data Analysis
Education
Northeastern University
BS BA, Management Concentration
Fidelity Investments May 2005 - Present
PictureTel 2004 - 2005
Skills
Business Analysis, Data Center, Laptops, IT Operations, Microsoft Office, Virtualization, Hardware, Project Management, Networking, TCP/IP, Security, HTML, Wireless Networking, .NET, JavaScript
Education
Northeastern University 1977 — 1982
Bachelor of Science (BS), Medical Laboratory Science
Choi International February 2014 - Present
Jesson Consulting LLC January 2012 - Present
Kingston Financial Group Limilted January 2011 - December 2011
Mirabaud Securities Limited February 2010 - April 2011
ODL Securities April 2008 - November 2009
Jesson Consulting LLC January 2003 - December 2008
ABN AMRO Bank N.V. January 2002 - December 2002
ABN AMRO Bank N.V. January 1999 - December 2001
Putnam Investments January 1998 - December 1998
Fidelity Investments 1996 - 1997
Skills
Investments, Asset Managment, Institutional Sales, Equities, Hedge Funds, Systems, Operations, Compliance, FX Operations, Consulting, Trading Operations, Trading Systems, Global Account..., Trading, Financial Markets, Portfolio Management, Investment Management, Asset Management, Mutual Funds, Start-ups, Strategy, Emerging Markets, Business Development, Business Planning, FX Options, Options, Alternative Investments, Investment Banking, Capital Markets, Derivatives, Brokerage, Private Equity, Equity Derivatives, Mergers & Acquisitions, Valuation, Commodity, Securities, Fixed Income, Bonds, Investment Strategies, Technical Analysis, Venture Capital, Investment Advisory, Wealth Management, Equity Trading, Investor Relations, Financial Modeling
Education
IBM Programming Education Center 1975 — 1978
RPG Programming
Northeastern University 1972 — 1973
Liberty Mutual Insurance December 2012 - Present
BNY Mellon - Eagle Inv Sys August 2008 - December 2012
Investor's Bank & Trust October 2006 - December 2007
Fidelity Investments February 2004 - October 2006
Skills
Business Analysis, SDLC, Visio, Business Process..., Fund Accounting, SharePoint, Fixed Income, Analysis, Data Analysis, Process Improvement, Access, Equities, Business Requirements, User Acceptance Testing, Systems Analysis, Financial Analysis
Education
Northeastern University 2007 — 2011
Master of Business Administration (MBA), Corporate Finance
University of Massachusetts at Lowell 1999 — 2003
Bachelor of Business Administration (B.B.A.), Corporate Finance
Bicknell Designs Owner, Illustrator, Creative DirectorBicknell DesignsApril 2008 - Present
Fidelity Investments 2005 - 2008
Skills
PowerPoint, Microsoft Office, Illustrator, Graphic Design, Web Design, Storyboarding, Book Covers, Graphic Novels, Book Design, Teaching, Windows, Editing, Photoshop, Outlook, HTML
Education
Northeastern University 1994 — 1998
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Northeastern University
Bachelor's degree
Fidelity Investments April 2005 - Present
Skills
Business Analysis, SaaS
Education
Northeastern University
BSBA
Southern New Hampshire University
Master of Business Administration (M.B.A.)
Fidelity Investments March 2015 - Present
IBM Services May 2013 - August 2014
IBM May 2012 - May 2013
IBM May 1997 - May 2012
Skills
Agile Methodologies, Software Engineering, Java, AIX, Linux, Eclipse, Java Enterprise Edition, Web Services, Software Project..., IBM AIX, Integration, Lotus Notes, Lotus Domino, Software Development, Unix, Cloud Computing, Enterprise Architecture, XML
Education
Northeastern University 2015 — 2017
Master of Business Administration (MBA), International Finance
University of Massachusetts at Lowell 1985 — 1990
Bachelor of Science (BS), Industrial Engineering
Waldron H. Rand & Company, P.C., CPAs July 2015 - Present
Vet's Package Store, Inc. May 2012 - Present
Scott Hill Realty, Inc. May 2012 - Present
Ernst & Young July 2009 - June 2012
RINET Company, LLC January 2007 - June 2007
Fidelity Investments January 2006 - July 2006
Skills
Financial Reporting, Financial Accounting, Auditing, Portfolio Management, Corporate Tax, Real Estate Economics, Estate Planning, Real Estate, Beer, Craft Beer, Wine & Spirits Industry, Liquor Stores, International Project..., Account Management, Tax Return Preparation, Tax Audits, High Net Worth..., Mutual Funds, Investment Advisory, Tax Research, Compliance Audits, State Taxation, Tax Preparation, US Tax, Sales, Accounting, Analysis, Financial Analysis, Management, Microsoft Excel, Finance, Microsoft Office, Process Improvement
Education
Northeastern University 2004 — 2009
BSBA, Accounting, Finance & Insurance
Jordan's Furniture May 2014 - Present
Walpole Public Schools September 2011 - March 2014
Martin J. Odstrchel January 2005 - May 2010
MFS Investment Management July 1998 - April 2002
John Hancock Funds January 1996 - January 1999
Fidelity Investments January 1994 - January 1999
Skills
Customer Service, Sales, Event Planning, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Marketing
Education
Northeastern University 1989 — 1994
BS, Marketing, Management
Omgeo October 2010 - July 2014
State Street August 2008 - April 2010
Fidelity Investments January 2007 - July 2008
Bank of America October 2006 - December 2006
State Street March 2005 - October 2006
Wellington Management March 2004 - December 2004
Columbia Management May 2001 - January 2004
Wellington Management February 2001 - May 2001
Putnam Investments March 1999 - December 2000
CheckFree Investment Services July 1997 - August 1998
Skills
Business Analysis, Fixed Income, SDLC, Equities, Investments, Business Requirements, Mutual Funds, Portfolio Management
Education
Northeastern University 1978 — 1983
BS, Finance
Franklin Templeton Investments April 2010 - April 2013
General Motors Asset Management April 2009 - December 2009
Pershing, a BNY Mellon company June 2005 - February 2009
Fidelity Investments May 1998 - February 2005
Interactive Data June 1993 - October 1997
Skills
Project Management, Business Analysis, Process Improvement, SDLC, Requirements Analysis, Vendor Management, Strategic Sourcing, Product Management -..., Market Data
Education
Northeastern University
Master of Business Administration (MBA), Business Administration and Management, General
University of New Hampshire
Bachelor's degree
The Bustonian January 2003 - Present
Liberty Mutual Group January 2001 - Present
Newland Communities 1998 - 2001
Fidelity Investments 1995 - 1996
Keyport Life Insurance Company 1993 - 1995
Education
Northeastern University 1992 — 1997
Bachelor of Science, Finance & Insurance and Accounting
Firicano Boxing
Fidelity Investments November 2004 - Present
Education
Southern New Hampshire University 2015 — 2017
Master of Business Administration (MBA)
Northeastern University 1997 — 2003
Bachelor of Science (BS)
Fidelity (Veritude) May 2012 - Present
Fidelity Investments June 2000 - January 2002
Fidelity Investments November 1997 - June 2000
Fidelity Investments April 1994 - July 1997
Skills
Program Management, Project Director, Extensive retirement..., Coaching, Sales, Risk Management, Portfolio Management, Project Management, Financial Services, Business Analysis, Process Improvement, Vendor Management, Change Management, Relationship Management, SDLC, Investments, PMO, Mutual Funds
Education
Northeastern University
Federal Reserve Bank of Boston April 2011 - Present
Federal Reserve Bank April 2011 - Present
SSGA July 2006 - March 2011
State Street Global Advisors June 2004 - March 2011
State Street Corporation June 2005 - June 2006
Blue Cross Blue Shield November 2004 - May 2005
Fidelity Investments July 2002 - August 2004
Fidelity Investments September 1997 - June 2002
Skills
Agile, PL/SQL, Excel, Visio, Word, Microsoft Word, Microsoft Excel, Agile Methodologies, SQL, Software Documentation, Process Improvement, Oracle, Business Analysis, Data Analysis, Quality Assurance, Databases, Quality Center, SharePoint
Education
Northeastern University
a Bachelor of Science
Northeastern University
Associate, Science
Northeastern University
BFA, Lib Arts
Mom May 2005 - Present
CitiStreet August 2000 - May 2005
Fidelity Investments August 1999 - February 2000
Education
Umass Amherst
Northeastern University 1993 — 1994
Northeastern University: Latino/a Student Cultural Center September 2014 - Present
Statisfy July 2015 - August 2015
Northeastern University: Latino Student Cultural Center September 2013 - September 2014
Fidelity Investments July 2012 - August 2012
New England Aquarium November 2011 - May 2012
Oceana September 2011 - April 2012
Greenpeace August 2011 - September 2011
Fidelity Investments July 2011 - August 2011
Skills
Adobe Photoshop, Adobe Illustrator, Adobe Indesign, Adobe After Effects, Adobe Premiere Pro, SketchUp, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Data Analysis, Sculptris, PowerPoint, Photoshop
Education
Northeastern University 2013 — 2017
Design with a Concentration in Graphic and Information Design