Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Employee
Years
Job
Industry
Christopher Arserio Christopher Arserio's Fidelity Investments Experience June 1996 - February 2001
Job
Industry Information Technology and Services
Experience
docSTAR July 2014 - Present
CommerceHub March 2009 - July 2014
Tribune Media Services April 2007 - March 2009
IASystems April 2004 - April 2007
MassMutual Financial Group March 2002 - November 2003
IFS International March 2001 - December 2001
Fidelity Investments June 1996 - February 2001
C.W. Costello & Associates October 1993 - June 1996
Clerk of the Circuit Court of Seminole County March 1992 - October 1993
Skills
Software Project..., Requirements Analysis, Business Analysis, Project Management, Integration, Requirements Gathering, Software Development, MS Project, Microsoft SQL Server, Software Documentation, IT Strategy, Visio, Project Planning, Professional Services, Client Services
Education
Northeastern University 1995 — 2000
Master of Business Administration (M.B.A.), Information Technology
University of Rhode Island 1985 — 1989
BS, Computer Science
Andover High School
docSTAR July 2014 - Present
CommerceHub March 2009 - July 2014
Tribune Media Services April 2007 - March 2009
IASystems April 2004 - April 2007
MassMutual Financial Group March 2002 - November 2003
IFS International March 2001 - December 2001
Fidelity Investments June 1996 - February 2001
C.W. Costello & Associates October 1993 - June 1996
Clerk of the Circuit Court of Seminole County March 1992 - October 1993
Skills
Software Project..., Requirements Analysis, Business Analysis, Project Management, Integration, Requirements Gathering, Software Development, MS Project, Microsoft SQL Server, Software Documentation, IT Strategy, Visio, Project Planning, Professional Services, Client Services
Education
Northeastern University 1995 — 2000
Master of Business Administration (M.B.A.), Information Technology
University of Rhode Island 1985 — 1989
BS, Computer Science
Andover High School
Emil Benitez Emil Benitez's Fidelity Investments Experience May 2011 - Present
Job Case Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
Thomson CompuMark February 2003 - May 2010
Brown & Co. 1999 - 2001
Education
Northeastern University
Fidelity Investments May 2011 - Present
Thomson CompuMark February 2003 - May 2010
Brown & Co. 1999 - 2001
Education
Northeastern University
Christine Lyons Christine Lyons's Fidelity Investments Experience January 2015 - Present
Job Investment Operations Team Lead at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments March 2012 - December 2014
Fidelity Investments July 2010 - February 2012
Wellington Management January 2009 - June 2009
Batterymarch Financial Management January 2008 - June 2008
John Hancock Life Insurance Company (U.S.A.) January 2007 - June 2007
Skills
Investments, Mutual Funds, Analysis, Accounting, Portfolio Management, Equities, Bloomberg, Account Reconciliation, Insurance, Securities, Leadership, Financial Analysis, Fixed Income, Process Improvement, Business Process Mapping, FEM analysis, Mentoring, Presentation Skills, Critical Thinking, Bank Relationship...
Education
Northeastern University 2005 — 2010
BSBA, Finance
Concord Carlisle High School 2001 — 2005
Fidelity Investments January 2015 - Present
Fidelity Investments March 2012 - December 2014
Fidelity Investments July 2010 - February 2012
Wellington Management January 2009 - June 2009
Batterymarch Financial Management January 2008 - June 2008
John Hancock Life Insurance Company (U.S.A.) January 2007 - June 2007
Skills
Investments, Mutual Funds, Analysis, Accounting, Portfolio Management, Equities, Bloomberg, Account Reconciliation, Insurance, Securities, Leadership, Financial Analysis, Fixed Income, Process Improvement, Business Process Mapping, FEM analysis, Mentoring, Presentation Skills, Critical Thinking, Bank Relationship...
Education
Northeastern University 2005 — 2010
BSBA, Finance
Concord Carlisle High School 2001 — 2005
Fred Kelley, CFP® Fred Kelley, CFP®'s Fidelity Investments Experience 2000 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2000 - Present
Fidelity Investments May 2001 - 2004
Merrill Lynch 1995 - 2000
Skills
401k, Financial Services, Series 7, Series 63, Investments, Mutual Funds, Series 9 &10, Retirement Planning, Retirement, Asset Allocation, Wealth Management, Series 6, Investment Advisory, Financial Planning, Uniform Combined State..., Portfolio Management, FINRA, Investment Strategies
Education
Northeastern University 1985 — 2000
BS, Business Administration
Malden Catholic High School 1980 — 1984
Fidelity Investments 2000 - Present
Fidelity Investments May 2001 - 2004
Merrill Lynch 1995 - 2000
Skills
401k, Financial Services, Series 7, Series 63, Investments, Mutual Funds, Series 9 &10, Retirement Planning, Retirement, Asset Allocation, Wealth Management, Series 6, Investment Advisory, Financial Planning, Uniform Combined State..., Portfolio Management, FINRA, Investment Strategies
Education
Northeastern University 1985 — 2000
BS, Business Administration
Malden Catholic High School 1980 — 1984
Dan Friel Dan Friel's Fidelity Investments Experience December 1996 - December 2006
Job Director TPA Relationships at Empower Retirement
Industry Financial Services
Experience
Empower Retirement May 2011 - Present
DailyAccess Corporation December 2007 - May 2011
BenefitStreet December 2006 - December 2007
Fidelity Investments December 1996 - December 2006
Skills
401k
Education
Northeastern University 1991 — 1996
Law
Empower Retirement May 2011 - Present
DailyAccess Corporation December 2007 - May 2011
BenefitStreet December 2006 - December 2007
Fidelity Investments December 1996 - December 2006
Skills
401k
Education
Northeastern University 1991 — 1996
Law
France Livadas France Livadas's Fidelity Investments Experience May 1997 - August 1998
Job Primary/Secondary Education Professional
Industry Primary/Secondary Education
Experience
Tucker Elementary School September 2006 - June 2007
Holliston High School September 2005 - June 2006
Archbishop Williams High School September 2003 - July 2005
Thurgood Marshall Middle School September 2001 - July 2002
Robert W. Baird & Co. March 1999 - November 2000
Fidelity Investments May 1997 - August 1998
Fidelity Investments November 1996 - March 1997
Skills
Teaching
Education
School of Modern Greek fro Foreigners, Athens University 2008 — 2010
Certificate of Intermediate Modern Greek
Northeastern University 1994 — 1995
Master of Arts (MA), Development Economics and International Development
Institut Supèrieur d'Interprétation et Traduction 1989 — 1993
Translator Degree, English and Spanish
Tucker Elementary School September 2006 - June 2007
Holliston High School September 2005 - June 2006
Archbishop Williams High School September 2003 - July 2005
Thurgood Marshall Middle School September 2001 - July 2002
Robert W. Baird & Co. March 1999 - November 2000
Fidelity Investments May 1997 - August 1998
Fidelity Investments November 1996 - March 1997
Skills
Teaching
Education
School of Modern Greek fro Foreigners, Athens University 2008 — 2010
Certificate of Intermediate Modern Greek
Northeastern University 1994 — 1995
Master of Arts (MA), Development Economics and International Development
Institut Supèrieur d'Interprétation et Traduction 1989 — 1993
Translator Degree, English and Spanish
Doug Conrad Doug Conrad's Fidelity Investments Experience August 2012 - Present
Job Business Analyst Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments August 2012 - Present
Honeywell April 2012 - August 2012
Fidelity Investments March 2001 - December 2011
Cardinal Health December 1999 - March 2001
RTI- Waltham October 1996 - December 1999
CSC February 1995 - October 1996
Skills
SQL, SAS, VLDB, Business Intelligence, OLTP, Oracle SQL, Business Objects, VBA, ETL, PL/SQL, Universe Design, SQL Tuning, Clinical Data Management, WebIntelligence, Informatica
Education
Northeastern University 1993 — 1995
MS, Economics
University of New Hampshire 1982 — 1986
BA, Economics and Political Science
Fidelity Investments August 2012 - Present
Honeywell April 2012 - August 2012
Fidelity Investments March 2001 - December 2011
Cardinal Health December 1999 - March 2001
RTI- Waltham October 1996 - December 1999
CSC February 1995 - October 1996
Skills
SQL, SAS, VLDB, Business Intelligence, OLTP, Oracle SQL, Business Objects, VBA, ETL, PL/SQL, Universe Design, SQL Tuning, Clinical Data Management, WebIntelligence, Informatica
Education
Northeastern University 1993 — 1995
MS, Economics
University of New Hampshire 1982 — 1986
BA, Economics and Political Science
Dara Gough Dara Gough's Fidelity Investments Experience June 2008 - Present
Job VP HR at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments June 2008 - Present
Fidelity Investments Ireland January 2002 - June 2008
Fidelity Investments June 1994 - December 2001
Skills
Executive Compensation, Succession Planning, Compensation, Benefits, Workforce Planning, Competency Frameworks, Change Leadership, Talent Management, Senior Leadership..., HR Business Planning, IT Transformation, Global HR, New Business Start Up, Program Management, Human Resources, Deferred Compensation, Leadership, Change Management, Organizational Design, Coaching, Onboarding, Temporary Placement, Start-ups, Performance Management, Employee Benefits, Executive Pay, HRIS, Employee Engagement, Talent Acquisition, Strategic Planning, Organizational..., Employee Relations, Business Planning, Personnel Management
Education
Suffolk University
MS, Adult & Organizational Learning
Northeastern University
BS, Management & Human Resources
Fidelity Investments June 2008 - Present
Fidelity Investments Ireland January 2002 - June 2008
Fidelity Investments June 1994 - December 2001
Skills
Executive Compensation, Succession Planning, Compensation, Benefits, Workforce Planning, Competency Frameworks, Change Leadership, Talent Management, Senior Leadership..., HR Business Planning, IT Transformation, Global HR, New Business Start Up, Program Management, Human Resources, Deferred Compensation, Leadership, Change Management, Organizational Design, Coaching, Onboarding, Temporary Placement, Start-ups, Performance Management, Employee Benefits, Executive Pay, HRIS, Employee Engagement, Talent Acquisition, Strategic Planning, Organizational..., Employee Relations, Business Planning, Personnel Management
Education
Suffolk University
MS, Adult & Organizational Learning
Northeastern University
BS, Management & Human Resources
Cheryl Bartfield Albo Cheryl Bartfield Albo's Fidelity Investments Experience 1983 - 1991
Job Financial Manager at Solomon Metal Corporation
Industry Mining & Metals
Experience
Solomon Metal Corporation September 2012 - Present
Victor Duruy High 2007 - 2011
Fidelity Investments 1983 - 1991
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Budgets, Outlook
Education
Northeastern University
Computer/Information Technology Administration and Management Accounting
Solomon Metal Corporation September 2012 - Present
Victor Duruy High 2007 - 2011
Fidelity Investments 1983 - 1991
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Budgets, Outlook
Education
Northeastern University
Computer/Information Technology Administration and Management Accounting
Cheryl Slowik Cheryl Slowik's Fidelity Investments Experience 2000 - 2002
Job Marketer with experience in strategy, communications and publishing technologies
Industry Marketing and Advertising
Experience
Consultant January 2012 - Present
CVS Caremark Corporation June 2013 - September 2014
Massachusetts Institute of Technology February 2002 - December 2011
Fidelity Investments 2000 - 2002
Atex 1997 - June 2000
ISM 1996 - 1997
Staples, Import Product Development Group 1995 - 1996
Skills
Marketing Strategy, Marketing Communications, Web Project Management, Product Marketing, Integrated Marketing, Content Strategy, Creative Direction, Social Media, Email Marketing, Brand Development, Strategic Communications, Advertising, User Interface Design, Publications, Web Design, Newsletters, WordPress, Adobe Creative Suite, Concept Development, Strategy, Branding & Identity, Brochures, Packaging, Art Direction, Graphic Design, Marketing, Direct Mail
Education
Northeastern University 2003 — 2008
MBA, Marketing
University of Massachusetts Dartmouth
BFA, Visual Design
Consultant January 2012 - Present
CVS Caremark Corporation June 2013 - September 2014
Massachusetts Institute of Technology February 2002 - December 2011
Fidelity Investments 2000 - 2002
Atex 1997 - June 2000
ISM 1996 - 1997
Staples, Import Product Development Group 1995 - 1996
Skills
Marketing Strategy, Marketing Communications, Web Project Management, Product Marketing, Integrated Marketing, Content Strategy, Creative Direction, Social Media, Email Marketing, Brand Development, Strategic Communications, Advertising, User Interface Design, Publications, Web Design, Newsletters, WordPress, Adobe Creative Suite, Concept Development, Strategy, Branding & Identity, Brochures, Packaging, Art Direction, Graphic Design, Marketing, Direct Mail
Education
Northeastern University 2003 — 2008
MBA, Marketing
University of Massachusetts Dartmouth
BFA, Visual Design
Daniel DeSimone Daniel DeSimone's Fidelity Investments Experience March 1996 - May 2007
Job Chief Investment Officer
Industry Investment Management
Experience
Presage Capital Management, LLC March 2013 - Present
Citrin Cooperman & Company, LLP October 2011 - March 2013
Lowenhaupt Global Advisors September 2009 - October 2011
Presage Capital Management June 2007 - September 2009
Fidelity Investments March 1996 - May 2007
Skills
Asset Management, Estate Planning, Tax, Trading, Financial Planning, Risk Management, Financial Modeling, SAS E-Miner, SAS programming, Investments, Investment Management, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Alternative Investments, Securities, Investment Strategies, Portfolio Management, Equities, Hedge Funds, Fixed Income, Retirement Planning, Series 63, Finance, Financial Analysis, Financial Services, Financial Advisory, Valuation, Due Diligence, Capital Markets, Bloomberg, High Net Worth..., Private Equity, Retirement, Bonds, Equity Research, Wealth Management..., 401k, Derivatives, Options
Education
Northeastern University 1984 — 1988
BS, Finance & Accounting
Presage Capital Management, LLC March 2013 - Present
Citrin Cooperman & Company, LLP October 2011 - March 2013
Lowenhaupt Global Advisors September 2009 - October 2011
Presage Capital Management June 2007 - September 2009
Fidelity Investments March 1996 - May 2007
Skills
Asset Management, Estate Planning, Tax, Trading, Financial Planning, Risk Management, Financial Modeling, SAS E-Miner, SAS programming, Investments, Investment Management, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Alternative Investments, Securities, Investment Strategies, Portfolio Management, Equities, Hedge Funds, Fixed Income, Retirement Planning, Series 63, Finance, Financial Analysis, Financial Services, Financial Advisory, Valuation, Due Diligence, Capital Markets, Bloomberg, High Net Worth..., Private Equity, Retirement, Bonds, Equity Research, Wealth Management..., 401k, Derivatives, Options
Education
Northeastern University 1984 — 1988
BS, Finance & Accounting
Diane Hardin Diane Hardin's Fidelity Investments Experience June 1998 - February 2009
Job Chief Cook and Bottle Washer at The Yarn Lady, Summerfield FL
Industry Information Technology and Services
Experience
The Yarn Lady, Summerfield FL February 2010 - Present
Fidelity Investments June 1998 - February 2009
New England Power September 1993 - June 1998
AT&T 1984 - 1991
Skills
Project Management, Program Management, Change Management, Vendor Management, Business Analysis, Process Improvement, Visio, MS Project, ITIL, PMP, Project Planning, Strategic Planning, SharePoint, Team Leadership, SQL
Education
Northeastern University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
The Yarn Lady, Summerfield FL February 2010 - Present
Fidelity Investments June 1998 - February 2009
New England Power September 1993 - June 1998
AT&T 1984 - 1991
Skills
Project Management, Program Management, Change Management, Vendor Management, Business Analysis, Process Improvement, Visio, MS Project, ITIL, PMP, Project Planning, Strategic Planning, SharePoint, Team Leadership, SQL
Education
Northeastern University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Frederick Hiscock Frederick Hiscock's Fidelity Investments Experience May 2000 - January 2002
Job Quality Assurance Manager
Industry Financial Services
Experience
Elevate-hr February 2015 - May 2015
JPMorgan Chase April 2005 - November 2014
SunGard Data Systems Inc January 2005 - April 2005
Modis/Met Life January 2004 - December 2004
Fidelity Investments May 2000 - January 2002
BankBoston March 1991 - September 2000
Computer Assistance (Coopers & Lybrand) June 1983 - January 1991
Liberty Mutual Insurance Company 1976 - 1983
Skills
Management, Leadership,..., Testing, Windows, Agile, QC, ALM, Mainframe, iSpace, SQL, MS Office, JCL, Swift, Agile Methodologies, Quality Assurance, Oracle, Analysis, Software Development
Education
Northeastern University 1976 — 1981
Bachelor of Business Administration (B.B.A.), Management and Marketing
Arlington High School
High School, College
Elevate-hr February 2015 - May 2015
JPMorgan Chase April 2005 - November 2014
SunGard Data Systems Inc January 2005 - April 2005
Modis/Met Life January 2004 - December 2004
Fidelity Investments May 2000 - January 2002
BankBoston March 1991 - September 2000
Computer Assistance (Coopers & Lybrand) June 1983 - January 1991
Liberty Mutual Insurance Company 1976 - 1983
Skills
Management, Leadership,..., Testing, Windows, Agile, QC, ALM, Mainframe, iSpace, SQL, MS Office, JCL, Swift, Agile Methodologies, Quality Assurance, Oracle, Analysis, Software Development
Education
Northeastern University 1976 — 1981
Bachelor of Business Administration (B.B.A.), Management and Marketing
Arlington High School
High School, College
Debbie Munley Debbie Munley's Fidelity Investments Experience March 2000 - October 2007
Job Unit Supervisor at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon February 2007 - July 2014
Fidelity Investments March 2000 - October 2007
Skills
Risk Management, Financial Services, Management, Customer Service, Leadership, Business Development, Team Leadership, Investments, Sales Management, Cross-functional Team...
Education
Northeastern University 1977 — 1982
Bachelor's degree, Parks, Recreation and Leisure Studies
Natick High School
Bank of New York Mellon February 2007 - July 2014
Fidelity Investments March 2000 - October 2007
Skills
Risk Management, Financial Services, Management, Customer Service, Leadership, Business Development, Team Leadership, Investments, Sales Management, Cross-functional Team...
Education
Northeastern University 1977 — 1982
Bachelor's degree, Parks, Recreation and Leisure Studies
Natick High School
Grace Girotti Grace Girotti's Fidelity Investments Experience January 2000 - January 2003
Job Software Professional
Industry Computer Software
Experience
Fidelity Investments January 2000 - January 2003
CGI November 1990 - January 2000
MIT Lincoln Laboratory December 1989 - November 1990
GTE Government Systems September 1987 - December 1989
GTE Government Systems June 1985 - September 1987
Education
Northeastern University 1986 — 1989
Master's Degree, Computer Science
University of Massachusetts Lowell 1980 — 1985
Bachelor's Degree, Computer Science
Fidelity Investments January 2000 - January 2003
CGI November 1990 - January 2000
MIT Lincoln Laboratory December 1989 - November 1990
GTE Government Systems September 1987 - December 1989
GTE Government Systems June 1985 - September 1987
Education
Northeastern University 1986 — 1989
Master's Degree, Computer Science
University of Massachusetts Lowell 1980 — 1985
Bachelor's Degree, Computer Science
Gaurav Chander Gaurav Chander's Fidelity Investments Experience May 2005 - March 2007
Job Technology Advisor | Social Media Strategist | Social Good Evangelist
Industry Computer Software
Experience
Convergence, Inc. December 2013 - Present
Hack The Hackathon, LLC July 2012 - Present
Hack The Hackathon, LLC April 2013 - March 2014
Hack The Hackathon, LLC July 2012 - April 2013
Freelance Writer/Editor/Designer/Brand Strategist April 2012 - April 2013
By Appointment Only, Inc. November 2011 - March 2012
Aberdeen Group July 2009 - November 2011
Wipro Technologies: Product Strategy and Architecture Practice March 2007 - June 2009
Fidelity Investments May 2005 - March 2007
Silver Oak Solutions 2004 - 2005
Skills
SaaS, Business Intelligence, Analytics, Consulting, Enterprise Software, Salesforce.com, Business Analysis, CRM, Strategy, Competitive Analysis, Product Management, Thought Leadership, Competitive Intelligence, Strategic Consulting, Cloud Computing, Business Modeling, Business Analytics, IT Strategy, Go-to-market Strategy, Enterprise Architecture, Management Consulting, Entrepreneurship, Strategic Partnerships, Outsourcing, Leadership, Management, Mobile Devices, Analysis, Data Analysis, Marketing Strategy, Start-ups, Mergers & Acquisitions, Requirements Analysis, Integration, Cross-functional Team..., Risk Management, Security, Professional Services
Education
Northeastern University
BS, Economics
Northeastern University
BA, Philosophy
Convergence, Inc. December 2013 - Present
Hack The Hackathon, LLC July 2012 - Present
Hack The Hackathon, LLC April 2013 - March 2014
Hack The Hackathon, LLC July 2012 - April 2013
Freelance Writer/Editor/Designer/Brand Strategist April 2012 - April 2013
By Appointment Only, Inc. November 2011 - March 2012
Aberdeen Group July 2009 - November 2011
Wipro Technologies: Product Strategy and Architecture Practice March 2007 - June 2009
Fidelity Investments May 2005 - March 2007
Silver Oak Solutions 2004 - 2005
Skills
SaaS, Business Intelligence, Analytics, Consulting, Enterprise Software, Salesforce.com, Business Analysis, CRM, Strategy, Competitive Analysis, Product Management, Thought Leadership, Competitive Intelligence, Strategic Consulting, Cloud Computing, Business Modeling, Business Analytics, IT Strategy, Go-to-market Strategy, Enterprise Architecture, Management Consulting, Entrepreneurship, Strategic Partnerships, Outsourcing, Leadership, Management, Mobile Devices, Analysis, Data Analysis, Marketing Strategy, Start-ups, Mergers & Acquisitions, Requirements Analysis, Integration, Cross-functional Team..., Risk Management, Security, Professional Services
Education
Northeastern University
BS, Economics
Northeastern University
BA, Philosophy
Emma Odell's Fidelity Investments Experience June 2014 - Present
Job Associate at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
IBM September 2013 - June 2014
Goldman Sachs June 2012 - August 2012
Goldman Sachs January 2011 - June 2012
Goldman Sachs January 2010 - July 2010
Skills
Finance, Accounting, Microsoft Excel, Equilend, DTC, Tempo, Positive Personality, Leadership, Teamwork, Securities Lending, Security Operations, Client Service Oriented, Communication, SharePoint, PowerPoint, Microsoft Word, Time Management, Banking, Client Services
Education
Northeastern University 2008 — 2013
Bachelor of Science, Business Administration (B.S.B.A.), Accounting and Finance, 3.8, Summa Cum Laude
The American University of Rome 2011 — 2011
Study Abroad
Fidelity Investments June 2014 - Present
IBM September 2013 - June 2014
Goldman Sachs June 2012 - August 2012
Goldman Sachs January 2011 - June 2012
Goldman Sachs January 2010 - July 2010
Skills
Finance, Accounting, Microsoft Excel, Equilend, DTC, Tempo, Positive Personality, Leadership, Teamwork, Securities Lending, Security Operations, Client Service Oriented, Communication, SharePoint, PowerPoint, Microsoft Word, Time Management, Banking, Client Services
Education
Northeastern University 2008 — 2013
Bachelor of Science, Business Administration (B.S.B.A.), Accounting and Finance, 3.8, Summa Cum Laude
The American University of Rome 2011 — 2011
Study Abroad
Gerry Capone Gerry Capone's Fidelity Investments Experience 1997 - 2001
Job Director, Enterprise Software Architect at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments, PWI June 2014 - Present
State Street Corporation 2010 - May 2014
State Street Bank 2006 - 2010
State Street Global Link 2001 - 2006
Fidelity Investments 1997 - 2001
Fidelity Investments Systems Company 1996 - 1997
Andersen Consulting (now Accenture) 1996 - 1997
Impact Software Systems 1992 - 1995
Digital Equipment Corporation (now HP) 1987 - 1993
Skills
Big Data, Hadoop, Agile Methodologies, Enterprise Architecture, Software Development, FIX, Trading Systems, Complex Event Processing, Systems Integration, Data Integration, Electronic Trading..., Solutions Architecture, Distributed Systems, Electronic Trading, Integration
Education
Northeastern University
B.S., Computer Science
Self Study
Fidelity Investments, PWI June 2014 - Present
State Street Corporation 2010 - May 2014
State Street Bank 2006 - 2010
State Street Global Link 2001 - 2006
Fidelity Investments 1997 - 2001
Fidelity Investments Systems Company 1996 - 1997
Andersen Consulting (now Accenture) 1996 - 1997
Impact Software Systems 1992 - 1995
Digital Equipment Corporation (now HP) 1987 - 1993
Skills
Big Data, Hadoop, Agile Methodologies, Enterprise Architecture, Software Development, FIX, Trading Systems, Complex Event Processing, Systems Integration, Data Integration, Electronic Trading..., Solutions Architecture, Distributed Systems, Electronic Trading, Integration
Education
Northeastern University
B.S., Computer Science
Self Study
Daniel Aharonian Daniel Aharonian's Fidelity Investments Experience July 2014 - December 2014
Job Project Coordinator at Crosby Real Estate
Industry Marketing and Advertising
Experience
Fidelity Investments July 2014 - December 2014
EMC January 2013 - June 2013
Northeastern Athletic Department January 2011 - January 2013
Simon Property Group January 2012 - June 2012
Coach Factory Store August 2010 - November 2011
Skills
Microsoft Office, Apple Macintosh, Windows, Retail, Teamwork, Cashiering, Visual Merchandising, Merchandising, Retail Sales, Facebook, Customer Service, PowerPoint, YouTube, Twitter, Social Media Marketing, Social Media, Marketing
Education
Northeastern University 2011 — 2015
Business Administration, Management, Marketing
Scuola Lorenzo de' Medici 2013 — 2013
Mount Saint Charles Academy 2004 — 2010
Diploma
Fidelity Investments July 2014 - December 2014
EMC January 2013 - June 2013
Northeastern Athletic Department January 2011 - January 2013
Simon Property Group January 2012 - June 2012
Coach Factory Store August 2010 - November 2011
Skills
Microsoft Office, Apple Macintosh, Windows, Retail, Teamwork, Cashiering, Visual Merchandising, Merchandising, Retail Sales, Facebook, Customer Service, PowerPoint, YouTube, Twitter, Social Media Marketing, Social Media, Marketing
Education
Northeastern University 2011 — 2015
Business Administration, Management, Marketing
Scuola Lorenzo de' Medici 2013 — 2013
Mount Saint Charles Academy 2004 — 2010
Diploma
Eliana Weissman Eliana Weissman's Fidelity Investments Experience June 2006 - August 2006
Job Attorney
Industry Law Practice
Experience
Hoge Fenton Jones & Appel January 2009 - April 2012
The Law Office of Daniel Jensen, P.C. January 2008 - December 2008
Stanford University October 2007 - March 2008
Roger Williams University Community Justice Clinic January 2007 - May 2007
Executive Counsel to Governor Donald L. Carcieri September 2006 - December 2006
Fidelity Investments June 2006 - August 2006
Rhode Island Legal Services May 2005 - August 2005
Skills
Litigation, Mediation, Depositions, Family Law, Legal Research, Trials, Hearings, Courts, Paternity, Legal Writing
Education
Roger Williams University School of Law 2004 — 2007
JD, Law
Northeastern University 1999 — 2004
BA, Journalism
Hoge Fenton Jones & Appel January 2009 - April 2012
The Law Office of Daniel Jensen, P.C. January 2008 - December 2008
Stanford University October 2007 - March 2008
Roger Williams University Community Justice Clinic January 2007 - May 2007
Executive Counsel to Governor Donald L. Carcieri September 2006 - December 2006
Fidelity Investments June 2006 - August 2006
Rhode Island Legal Services May 2005 - August 2005
Skills
Litigation, Mediation, Depositions, Family Law, Legal Research, Trials, Hearings, Courts, Paternity, Legal Writing
Education
Roger Williams University School of Law 2004 — 2007
JD, Law
Northeastern University 1999 — 2004
BA, Journalism
Douglas Ragusa Douglas Ragusa's Fidelity Investments Experience June 2002 - December 2004
Job Director, Relationship Management at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group December 2011 - Present
New York Life Retirement Plan Services December 2004 - December 2011
Fidelity Investments June 2002 - December 2004
Fidelity Investments December 1999 - June 2002
Fidelity Investments December 1997 - December 1999
Skills
Licenses: Series 7, 6,..., Mutual Funds, Series 7, Investments, Financial Services, Retirement, Strategy, Retirement Planning, Leadership, Pensions, 401k, Series 63, Series 6, Financial Advisory, Defined Benefit, Relationship Management, Investment Management, Asset Management, Process Improvement, Management, Employee Benefits, Securities
Education
Framingham State University
Bachelor of Arts (B.A.)
Northeastern University
Business Management
MassMutual Financial Group December 2011 - Present
New York Life Retirement Plan Services December 2004 - December 2011
Fidelity Investments June 2002 - December 2004
Fidelity Investments December 1999 - June 2002
Fidelity Investments December 1997 - December 1999
Skills
Licenses: Series 7, 6,..., Mutual Funds, Series 7, Investments, Financial Services, Retirement, Strategy, Retirement Planning, Leadership, Pensions, 401k, Series 63, Series 6, Financial Advisory, Defined Benefit, Relationship Management, Investment Management, Asset Management, Process Improvement, Management, Employee Benefits, Securities
Education
Framingham State University
Bachelor of Arts (B.A.)
Northeastern University
Business Management
Chris Covell Chris Covell's Fidelity Investments Experience 1999 - 2001
Job President, SmartWatt Energy, Inc
Industry Environmental Services
Experience
SmartWatt Energy, Inc August 2002 - Present
Fidelity Investments 1999 - 2001
Skills
Energy Efficiency, Energy, Construction, Procurement, Finance, Energy Conservation, Energy Audits, Energy Management, HVAC, Sustainability, Lighting Control, Renewable Energy, Alternative Energy, Energy Policy, Lighting, Electricians, Solar Energy, Construction Management, Contract Negotiation, New Business Development
Education
Northeastern University 1997 — 2001
Bachelors Degree, Finance
SmartWatt Energy, Inc August 2002 - Present
Fidelity Investments 1999 - 2001
Skills
Energy Efficiency, Energy, Construction, Procurement, Finance, Energy Conservation, Energy Audits, Energy Management, HVAC, Sustainability, Lighting Control, Renewable Energy, Alternative Energy, Energy Policy, Lighting, Electricians, Solar Energy, Construction Management, Contract Negotiation, New Business Development
Education
Northeastern University 1997 — 2001
Bachelors Degree, Finance
dipthi venkatesh dipthi venkatesh's Fidelity Investments Experience May 2006 - December 2006
Job Senior QA at Oracle
Industry Telecommunications
Experience
Oracle May 2008 - Present
Goldman Sachs May 2007 - October 2007
Fidelity Investments May 2006 - December 2006
Skills
IP, Ethernet, Telecommunications, SIP, VoIP, VMware ESX, VMware, Lawful Interception, Linux, Routing, TCP/IP, SS7, MPLS
Education
Northeastern University 2006 — 2007
Master of Science (MS), Telecommunications Management
Oracle May 2008 - Present
Goldman Sachs May 2007 - October 2007
Fidelity Investments May 2006 - December 2006
Skills
IP, Ethernet, Telecommunications, SIP, VoIP, VMware ESX, VMware, Lawful Interception, Linux, Routing, TCP/IP, SS7, MPLS
Education
Northeastern University 2006 — 2007
Master of Science (MS), Telecommunications Management
Don Onnis's Fidelity Investments Experience March 2014 - Present
Job Investment Reporting Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments August 2010 - February 2014
BNY Mellon June 2006 - July 2010
BNY Mellon December 2003 - June 2006
Oppenheimer & Co. April 2003 - December 2003
BNY Mellon January 2002 - January 2003
BNY Mellon November 1998 - January 2002
Skills
Mutual Funds, Investments, Portfolio Management, Financial Services, Hedge Funds, Finance, Investment Management, Analysis, Management, Product Management, Asset Allocation, Fixed Income, Bloomberg, Equities, Securities, Asset Management, Alternative Investments, Trading, Sales
Education
Northeastern University 1997 — 2001
BSBA, Business Administration and Management, General, 3.6
Northeastern University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Fidelity Investments March 2014 - Present
Fidelity Investments August 2010 - February 2014
BNY Mellon June 2006 - July 2010
BNY Mellon December 2003 - June 2006
Oppenheimer & Co. April 2003 - December 2003
BNY Mellon January 2002 - January 2003
BNY Mellon November 1998 - January 2002
Skills
Mutual Funds, Investments, Portfolio Management, Financial Services, Hedge Funds, Finance, Investment Management, Analysis, Management, Product Management, Asset Allocation, Fixed Income, Bloomberg, Equities, Securities, Asset Management, Alternative Investments, Trading, Sales
Education
Northeastern University 1997 — 2001
BSBA, Business Administration and Management, General, 3.6
Northeastern University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
David F. Lane David F. Lane's Fidelity Investments Experience 2007 - Present
Job Director of Communications at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Fidelity Investments April 2005 - 2007
Columbia Management January 2005 - April 2005
Veritude (Fidelity Investments) October 2003 - December 2004
Alyson Adventures / Hanns Ebensten Travel September 2001 - September 2003
Fidelity Investments 1992 - 2001
Keystone Distributors, Inc. 1987 - 1992
Skills
Internal Communications, Communication Training, Corporate Communications, Strategic Communications, Crisis Communications, Marketing Communications, Communications Planning, Social Media, Message Development, Newsletters, Editing, Event Management, Leadership, Cross-functional Team..., Event Planning, Strategy, Program Management
Education
Université Sorbonne Nouvelle (Paris III) 2002 — 2003
French Language, French Studies
Northeastern University
Fidelity Investments 2007 - Present
Fidelity Investments April 2005 - 2007
Columbia Management January 2005 - April 2005
Veritude (Fidelity Investments) October 2003 - December 2004
Alyson Adventures / Hanns Ebensten Travel September 2001 - September 2003
Fidelity Investments 1992 - 2001
Keystone Distributors, Inc. 1987 - 1992
Skills
Internal Communications, Communication Training, Corporate Communications, Strategic Communications, Crisis Communications, Marketing Communications, Communications Planning, Social Media, Message Development, Newsletters, Editing, Event Management, Leadership, Cross-functional Team..., Event Planning, Strategy, Program Management
Education
Université Sorbonne Nouvelle (Paris III) 2002 — 2003
French Language, French Studies
Northeastern University
Eric Bringardner Eric Bringardner's Fidelity Investments Experience June 2011 - Present
Job Research Associate at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2011 - Present
GMO July 2010 - January 2011
GMO June 2009 - January 2010
Wellington Management June 2008 - December 2009
Education
Northeastern University 2006 — 2011
BSBA, Finance, Management
Fidelity Investments June 2011 - Present
GMO July 2010 - January 2011
GMO June 2009 - January 2010
Wellington Management June 2008 - December 2009
Education
Northeastern University 2006 — 2011
BSBA, Finance, Management
Claudette Chagnon Claudette Chagnon's Fidelity Investments Experience September 1997 - December 2009
Job Design Consultant at The Forum Corporation
Industry Financial Services
Experience
The Forum Corporation January 2014 - Present
Clear Communications, LLC January 1990 - December 2013
Information Mapping, Inc. May 2009 - April 2013
BridgePoint January 2011 - August 2011
Fidelity Investments September 1997 - December 2009
Skills
Instructional Design, Management Consulting, Performance Management, Writing, Project Management, Knowledge Management, Organizational Learning, a, Sales Support, Learning Management, Team Leadership, Leadership, Executive Coaching, Human Resources, E-Learning, Project Planning, Leadership Development
Education
Northeastern University
M.Ed.
University of New Hampshire
BA
The Forum Corporation January 2014 - Present
Clear Communications, LLC January 1990 - December 2013
Information Mapping, Inc. May 2009 - April 2013
BridgePoint January 2011 - August 2011
Fidelity Investments September 1997 - December 2009
Skills
Instructional Design, Management Consulting, Performance Management, Writing, Project Management, Knowledge Management, Organizational Learning, a, Sales Support, Learning Management, Team Leadership, Leadership, Executive Coaching, Human Resources, E-Learning, Project Planning, Leadership Development
Education
Northeastern University
M.Ed.
University of New Hampshire
BA
Eric Leffler Eric Leffler's Fidelity Investments Experience September 1996 - February 2006
Job RENTAL MANAGER at CHAPPELL TRACTOR
Industry Construction
Experience
Chappell Tractor April 2011 - Present
U-Haul International, Inc. June 2009 - April 2011
Souhegan Valley Equipment Rentals January 2003 - June 2009
Fidelity Investments September 1996 - February 2006
Education
Northeastern University
BA, Business
Chappell Tractor April 2011 - Present
U-Haul International, Inc. June 2009 - April 2011
Souhegan Valley Equipment Rentals January 2003 - June 2009
Fidelity Investments September 1996 - February 2006
Education
Northeastern University
BA, Business
denise gendreau denise gendreau's Fidelity Investments Experience July 2005 - 2006
Job procurement manager/senior buyer
Industry Logistics and Supply Chain
Experience
derry public library NH October 2007 - Present
greater derry humane society January 1999 - Present
greater derry humane society January 1999 - September 2009
Fidelity Investments July 2005 - 2006
Quantum Bridge May 2002 - July 2005
Sanmina-SCI June 1998 - July 2005
Fidelity Investments July 2005 - 2005
tautron 1978 - 1988
memotec 1976 - 1978
Education
Northeastern University 1980 — 1985
Certificate, Purchasing
Rivier College 1976 — 1978
associate of science, business administration
derry public library NH October 2007 - Present
greater derry humane society January 1999 - Present
greater derry humane society January 1999 - September 2009
Fidelity Investments July 2005 - 2006
Quantum Bridge May 2002 - July 2005
Sanmina-SCI June 1998 - July 2005
Fidelity Investments July 2005 - 2005
tautron 1978 - 1988
memotec 1976 - 1978
Education
Northeastern University 1980 — 1985
Certificate, Purchasing
Rivier College 1976 — 1978
associate of science, business administration
David Morelli David Morelli's Fidelity Investments Experience January 1986 - January 1987
Job Chute Master Environmental Regional Sales Rep. greater Boston and New England
Industry Environmental Services
Experience
ChuteMaster Environmental Inc August 2012 - Present
JVH Media Group July 2011 - July 2012
Independent Insurance Agent April 2006 - April 2011
GE Financial Advisors January 2001 - January 2003
Qwest Communications/LCI Communications January 1999 - January 2000
Progressive Communications of Hawaii January 1991 - January 1998
Needham & Company LLC January 1989 - January 1990
Troster Singer Corporation January 1987 - January 1988
Fidelity Investments January 1986 - January 1987
Gold Star Seafood, Inc January 1984 - January 1986
Education
Northeastern University 1978 — 1983
BSBA, Business Entrepreneurship
Northeastern University, College of Business Administration
Bachelor of Science, Entrepreneurial Studies and Business Management
ChuteMaster Environmental Inc August 2012 - Present
JVH Media Group July 2011 - July 2012
Independent Insurance Agent April 2006 - April 2011
GE Financial Advisors January 2001 - January 2003
Qwest Communications/LCI Communications January 1999 - January 2000
Progressive Communications of Hawaii January 1991 - January 1998
Needham & Company LLC January 1989 - January 1990
Troster Singer Corporation January 1987 - January 1988
Fidelity Investments January 1986 - January 1987
Gold Star Seafood, Inc January 1984 - January 1986
Education
Northeastern University 1978 — 1983
BSBA, Business Entrepreneurship
Northeastern University, College of Business Administration
Bachelor of Science, Entrepreneurial Studies and Business Management
Danielle Spellman Danielle Spellman's Fidelity Investments Experience March 2015 - Present
Job Fidelity Investments, Sales Support Coordinator
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Charitable March 2012 - March 2015
GW & Wade, LLC April 2007 - March 2012
Fidelity Investments July 2000 - April 2007
Skills
Administrative..., Microsoft Office, Event Planning, Asset Management, Adobe Acrobat, SharePoint, Legal Compliance, Sales Operations
Education
Northeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fidelity Investments March 2015 - Present
Fidelity Charitable March 2012 - March 2015
GW & Wade, LLC April 2007 - March 2012
Fidelity Investments July 2000 - April 2007
Skills
Administrative..., Microsoft Office, Event Planning, Asset Management, Adobe Acrobat, SharePoint, Legal Compliance, Sales Operations
Education
Northeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Debra Moreschi Debra Moreschi's Fidelity Investments Experience August 2012 - July 2013
Job Registered Nurse specializing in Palliative and Hospice Care
Industry Hospital & Health Care
Experience
Care Dimensions (formerly Hospice of the North Shore & Greater Boston) November 2013 - Present
Fidelity Investments August 2012 - July 2013
How's Work March 2011 - June 2012
Bring Care Home January 2012 - April 2012
HOSPICE SERVICES OF MASSACHUSETTS September 2010 - November 2010
Northeast Arc January 2009 - September 2010
All Care VNA & Hospice September 2008 - December 2008
Melrose-Wakefield Hospital March 2007 - September 2008
Fidelity Investments February 1998 - May 2004
Skills
Healthcare, Geriatric Nursing, Hospice & Palliative..., Healthcare Management, Holistic Health, Public Speaking, Eldercare agencies, Healthcare Industry, Business Analysis, PowerPoint, Quality Assurance, Microsoft Office, Insurance, Home Health Agencies, Training, Research, Microsoft Word, Photoshop, Microsoft Excel, Home Care, Sales
Education
Lawrence Memorial/Regis College Collaborative ASN Program 2003 — 2006
Associate’s Degree, Registered Nursing/Registered Nurse
Northeastern University 1991 — 1996
Bachelor’s Degree, Dual major: Finance/Insurance and Business Management
Burlington High School
Care Dimensions (formerly Hospice of the North Shore & Greater Boston) November 2013 - Present
Fidelity Investments August 2012 - July 2013
How's Work March 2011 - June 2012
Bring Care Home January 2012 - April 2012
HOSPICE SERVICES OF MASSACHUSETTS September 2010 - November 2010
Northeast Arc January 2009 - September 2010
All Care VNA & Hospice September 2008 - December 2008
Melrose-Wakefield Hospital March 2007 - September 2008
Fidelity Investments February 1998 - May 2004
Skills
Healthcare, Geriatric Nursing, Hospice & Palliative..., Healthcare Management, Holistic Health, Public Speaking, Eldercare agencies, Healthcare Industry, Business Analysis, PowerPoint, Quality Assurance, Microsoft Office, Insurance, Home Health Agencies, Training, Research, Microsoft Word, Photoshop, Microsoft Excel, Home Care, Sales
Education
Lawrence Memorial/Regis College Collaborative ASN Program 2003 — 2006
Associate’s Degree, Registered Nursing/Registered Nurse
Northeastern University 1991 — 1996
Bachelor’s Degree, Dual major: Finance/Insurance and Business Management
Burlington High School
Heather Lynch Heather Lynch's Fidelity Investments Experience January 2008 - December 2010
Job Boston Private Wealth Management
Industry Financial Services
Experience
Boston Private Wealth LLC September 2015 - Present
Fidelity Family Office Services October 2014 - September 2015
Fidelity Family Office Services January 2011 - September 2014
Fidelity Investments January 2008 - December 2010
Skills
Series 7, Series 63, Mutual Funds, Bloomberg, Securities, Financial Services, Investments, Fixed Income, Financial Analysis, Finance, Equities, Alternative Investments, Microsoft Excel, Portfolio Management
Education
Northeastern University 2004 — 2009
BS, Finance
Duxbury High School
Boston Private Wealth LLC September 2015 - Present
Fidelity Family Office Services October 2014 - September 2015
Fidelity Family Office Services January 2011 - September 2014
Fidelity Investments January 2008 - December 2010
Skills
Series 7, Series 63, Mutual Funds, Bloomberg, Securities, Financial Services, Investments, Fixed Income, Financial Analysis, Finance, Equities, Alternative Investments, Microsoft Excel, Portfolio Management
Education
Northeastern University 2004 — 2009
BS, Finance
Duxbury High School
Greg Luz Greg Luz's Fidelity Investments Experience December 2008 - July 2010
Job Sr. Financial Analyst at Nitro Circus
Industry Entertainment
Experience
Nitro Circus March 2015 - Present
Nike January 2014 - March 2015
Wolters Kluwer Financial Services October 2010 - December 2013
Fidelity Investments December 2008 - July 2010
JP Morgan Chase August 2008 - September 2008
Wellington Management Company, LLP May 2008 - August 2008
Robeco April 2008 - May 2008
PTG Capital December 2005 - February 2008
A.G. Edwards & Sons, Inc. June 2003 - June 2004
American Academy of Arts & Sciences June 2002 - January 2003
Skills
Equities, Accounting, Customer Service, Finance, Marketing, Consulting, Financial Planners, Research, Management, Auditing, Business Analysis, Financial Analysis, Mutual Funds, Corporate Finance, CRM, Fixed Income, Sales, Trading, Account Reconciliation, Microsoft Office
Education
Northeastern University 2000 — 2005
Bachelor's degree, Finance
HS
Nitro Circus March 2015 - Present
Nike January 2014 - March 2015
Wolters Kluwer Financial Services October 2010 - December 2013
Fidelity Investments December 2008 - July 2010
JP Morgan Chase August 2008 - September 2008
Wellington Management Company, LLP May 2008 - August 2008
Robeco April 2008 - May 2008
PTG Capital December 2005 - February 2008
A.G. Edwards & Sons, Inc. June 2003 - June 2004
American Academy of Arts & Sciences June 2002 - January 2003
Skills
Equities, Accounting, Customer Service, Finance, Marketing, Consulting, Financial Planners, Research, Management, Auditing, Business Analysis, Financial Analysis, Mutual Funds, Corporate Finance, CRM, Fixed Income, Sales, Trading, Account Reconciliation, Microsoft Office
Education
Northeastern University 2000 — 2005
Bachelor's degree, Finance
HS
Dan Donovan's Fidelity Investments Experience January 1996 - July 1997
Job Recruiter at Raytheon IDS
Industry Staffing and Recruiting
Experience
Raytheon IDS January 2015 - Present
MorphoTrust USA June 2014 - Present
HR Support, Inc. January 1990 - Present
Raytheon September 2005 - June 2014
Comverse Technology August 2005 - September 2006
Analogic 2002 - 2003
EMC 1997 - 1998
Fidelity Investments January 1996 - July 1997
ICS Integrated Computer Systems 1997 - 1997
State Street SSGA 1996 - 1996
Skills
Applicant Tracking..., Talent Acquisition, Technical Recruiting, Sourcing, Strategic Sourcing, Recruiting, Internet Recruiting, Process Improvement, Executive Search, Program Management
Education
Northeastern University
B.S., Finance
Saugus High School
Raytheon IDS January 2015 - Present
MorphoTrust USA June 2014 - Present
HR Support, Inc. January 1990 - Present
Raytheon September 2005 - June 2014
Comverse Technology August 2005 - September 2006
Analogic 2002 - 2003
EMC 1997 - 1998
Fidelity Investments January 1996 - July 1997
ICS Integrated Computer Systems 1997 - 1997
State Street SSGA 1996 - 1996
Skills
Applicant Tracking..., Talent Acquisition, Technical Recruiting, Sourcing, Strategic Sourcing, Recruiting, Internet Recruiting, Process Improvement, Executive Search, Program Management
Education
Northeastern University
B.S., Finance
Saugus High School
Courtney Heffernan's Fidelity Investments Experience February 2011 - May 2014
Job Vice President, Fund of Hedge Funds
Industry Financial Services
Experience
Fund of Hedge Funds May 2014 - Present
Fidelity Investments February 2011 - May 2014
Fidelity Investments December 2009 - February 2011
Fidelity Investments November 2005 - December 2009
State Street Bank January 2004 - November 2005
Education
Northeastern University
Bachelor of Science in Business Administration, Finance Concentration
Fund of Hedge Funds May 2014 - Present
Fidelity Investments February 2011 - May 2014
Fidelity Investments December 2009 - February 2011
Fidelity Investments November 2005 - December 2009
State Street Bank January 2004 - November 2005
Education
Northeastern University
Bachelor of Science in Business Administration, Finance Concentration
Ellen Arsenault Ellen Arsenault's Fidelity Investments Experience June 1992 - Present
Job Sr. Exec. Secretary at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 1992 - Present
Northeastern University 1985 - 1992
Education
Aquinas College 1983 — 1985
Associates Degree, Executive Assistant/Executive Secretary
Northeastern University
Miscellaneous Course Work - English Literature
Fidelity Investments June 1992 - Present
Northeastern University 1985 - 1992
Education
Aquinas College 1983 — 1985
Associates Degree, Executive Assistant/Executive Secretary
Northeastern University
Miscellaneous Course Work - English Literature
FARRAH VICTOR FARRAH VICTOR's Fidelity Investments Experience 2005 - October 2007
Job Financial Reporting Manager at State Street
Industry Financial Services
Experience
State Street October 2007 - Present
Fidelity Investments 2005 - October 2007
BOSTON PRIVATE BANK & TRUST CO 2003 - 2005
BANK OF AMERICA 2002 - 2003
Skills
Financial Reporting, Fund Administration, Equities, Accounting, SEC filings, Financial Analysis, Fund Accounting, Microsoft Excel, Fixed Income, Auditing & Compliance..., Team Leadership,..., Financial Analysis &..., Tax Filing & Reporting, Expert in Microsoft..., Finance, General Ledger, Banking, Cash Management, Account Reconciliation, Auditing, Microsoft Office, Mutual Funds
Education
Northeastern University 2003 — 2003
CERTIFICATE, PARALEGAL
UNIVERSITY OF MASSACHUSETTS AMHERST 1997 — 2001
Bachelors Degree (B.A.), Economics, and Political Science, GPA: 3.5
State Street October 2007 - Present
Fidelity Investments 2005 - October 2007
BOSTON PRIVATE BANK & TRUST CO 2003 - 2005
BANK OF AMERICA 2002 - 2003
Skills
Financial Reporting, Fund Administration, Equities, Accounting, SEC filings, Financial Analysis, Fund Accounting, Microsoft Excel, Fixed Income, Auditing & Compliance..., Team Leadership,..., Financial Analysis &..., Tax Filing & Reporting, Expert in Microsoft..., Finance, General Ledger, Banking, Cash Management, Account Reconciliation, Auditing, Microsoft Office, Mutual Funds
Education
Northeastern University 2003 — 2003
CERTIFICATE, PARALEGAL
UNIVERSITY OF MASSACHUSETTS AMHERST 1997 — 2001
Bachelors Degree (B.A.), Economics, and Political Science, GPA: 3.5
Eric Foley, CFP®'s Fidelity Investments Experience November 2005 - March 2008
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
CCO Wealth Management February 2012 - December 2014
Sun Life Financial Distributors March 2008 - January 2012
Fidelity Investments November 2005 - March 2008
Investors Bank and Trust July 2004 - November 2005
Skills
Mutual Funds, Series 6, 401k, Fixed Annuities, Financial Services, Financial Advisory, Series 63, Investments, Retirement, Insurance, Variable Annuities, Series 7, Finance, Series 66, Series 26, Strategic Financial..., Retirement Planning, Relationship Management, Life Insurance, FINRA, Sales Presentations, Equity Indexed Annuities, Structured Products, Separately Managed..., Financial Planners, Life, Long-term Care
Education
Northeastern University 2000 — 2004
Bachelor of Science Degree, Business Administration; Finance
TIAA-CREF December 2014 - Present
CCO Wealth Management February 2012 - December 2014
Sun Life Financial Distributors March 2008 - January 2012
Fidelity Investments November 2005 - March 2008
Investors Bank and Trust July 2004 - November 2005
Skills
Mutual Funds, Series 6, 401k, Fixed Annuities, Financial Services, Financial Advisory, Series 63, Investments, Retirement, Insurance, Variable Annuities, Series 7, Finance, Series 66, Series 26, Strategic Financial..., Retirement Planning, Relationship Management, Life Insurance, FINRA, Sales Presentations, Equity Indexed Annuities, Structured Products, Separately Managed..., Financial Planners, Life, Long-term Care
Education
Northeastern University 2000 — 2004
Bachelor of Science Degree, Business Administration; Finance
Christine Tollenger Christine Tollenger's Fidelity Investments Experience July 1995 - June 1998
Job IT Project Director at Manulife Financial
Industry Information Technology and Services
Experience
Manulife Financial September 2012 - Present
John Hancock Life Insurance Company (U.S.A.) December 2007 - September 2012
John Hancock Financial Services July 1998 - December 2007
Fidelity Investments July 1995 - June 1998
Fidelity Investments June 1993 - June 1995
Fidelity Investments June 1990 - June 1993
Bull Information Systems May 1985 - June 1990
Skills
PMP Certified, SDLC, Project Portfolio..., Business Process..., Software Project..., Vendor Management, Requirements Analysis, Mainframe, Business Analysis, Process Improvement, Program Management, User Acceptance Testing, Data Warehousing
Education
Northeastern University 1980 — 1985
Bachelor of Science (B.S.), Finance and Insurance
Manulife Financial September 2012 - Present
John Hancock Life Insurance Company (U.S.A.) December 2007 - September 2012
John Hancock Financial Services July 1998 - December 2007
Fidelity Investments July 1995 - June 1998
Fidelity Investments June 1993 - June 1995
Fidelity Investments June 1990 - June 1993
Bull Information Systems May 1985 - June 1990
Skills
PMP Certified, SDLC, Project Portfolio..., Business Process..., Software Project..., Vendor Management, Requirements Analysis, Mainframe, Business Analysis, Process Improvement, Program Management, User Acceptance Testing, Data Warehousing
Education
Northeastern University 1980 — 1985
Bachelor of Science (B.S.), Finance and Insurance
Gina DelBonis Gina DelBonis's Fidelity Investments Experience 2012 - Present
Job Security Investigations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
Fidelity Investments 2010 - 2012
Fidelity Investments 2009 - 2010
Fidelity Investments 2004 - 2009
Skills
Bloomberg, Financial Services, Mutual Funds, Fixed Income, Equities, Series 7, Financial Risk, AML, Business Development, Public Speaking, Customer Service, Microsoft Excel, Leadership, Finance, Microsoft Office, Risk Management, Investments, Securities, Team Building, Analysis
Education
Northeastern University
BSBA, Business Administration and Management
Fidelity Investments 2012 - Present
Fidelity Investments 2010 - 2012
Fidelity Investments 2009 - 2010
Fidelity Investments 2004 - 2009
Skills
Bloomberg, Financial Services, Mutual Funds, Fixed Income, Equities, Series 7, Financial Risk, AML, Business Development, Public Speaking, Customer Service, Microsoft Excel, Leadership, Finance, Microsoft Office, Risk Management, Investments, Securities, Team Building, Analysis
Education
Northeastern University
BSBA, Business Administration and Management
Donna Sussman Donna Sussman's Fidelity Investments Experience May 2010 - August 2010
Job Proofreading Manager at BJ's Wholesale Club
Industry Writing and Editing
Experience
BJ's Wholesale Club June 2012 - Present
BJ's Wholesale Club August 2010 - June 2012
Fidelity Investments May 2010 - August 2010
Personal Freelance Work May 2009 - May 2010
Computerworld January 2006 - May 2009
TechTarget 2004 - 2006
Fidelity Investments 2002 - 2004
101communications LLC 2000 - 2002
Globe Specialty Products 1997 - 2000
Crohn's and Colitis Foundation of America May 1996 - November 1996
Education
Northeastern University 1981 — 1983
BS, Journalism
BJ's Wholesale Club June 2012 - Present
BJ's Wholesale Club August 2010 - June 2012
Fidelity Investments May 2010 - August 2010
Personal Freelance Work May 2009 - May 2010
Computerworld January 2006 - May 2009
TechTarget 2004 - 2006
Fidelity Investments 2002 - 2004
101communications LLC 2000 - 2002
Globe Specialty Products 1997 - 2000
Crohn's and Colitis Foundation of America May 1996 - November 1996
Education
Northeastern University 1981 — 1983
BS, Journalism
Chris Cazer Chris Cazer's Fidelity Investments Experience 1988 - 1999
Job CEO at Osprey Software
Industry Computer Software
Experience
Osprey Software Inc. January 2008 - Present
IA Systems 2004 - 2007
Securian Financial Group 2004 - 2007
Excelergy 1999 - 2004
Fidelity Investments 1988 - 1999
Education
Northeastern University
Bachelor of Science, Computer Science; Accounting
Osprey Software Inc. January 2008 - Present
IA Systems 2004 - 2007
Securian Financial Group 2004 - 2007
Excelergy 1999 - 2004
Fidelity Investments 1988 - 1999
Education
Northeastern University
Bachelor of Science, Computer Science; Accounting
David Elinoff David Elinoff's Fidelity Investments Experience 1992 - 2002
Job Site Survey Engineer
Industry Defense & Space
Experience
Raytheon EngineerRaytheon2005 - Present
Raytheon Technical Services Company 2002 - Present
WGBH 1992 - Present
- Freelance 1992 - Present
Raytheon Technical Svc April 2012 - Present
Agganis Arena at Boston University 2004 - 2011
Agganis Arena at Boston University 2004 - 2011
Fidelity Investments 1992 - 2002
John Hancock Life Insurance Company (U.S.A.) 1995 - 2001
The Monitor Channel 1991 - 1992
Skills
Security Clearance, Surveillance, Sound, Video, Broadcast, HD Video, Video Production, Camera, Final Cut Pro, Video Editing, Broadcast Television, Multimedia, Television, Videography, Professional Audio, Post Production, Satellite, Digital Video, Streaming Media, Avid Media Composer, Broadcast Engineering, Non-linear Editing, Digital TV, Media Production, Avid, Producing, Digital Media, Production Managment, Lighting, Audio Engineering, Digital Asset Management, System Design, Final Cut Studio, AV, Radio, Satellite Communications, Video Conferencing
Education
Northeastern University 1969 — 1974
BSEE, Electrical Engineering
Raytheon EngineerRaytheon2005 - Present
Raytheon Technical Services Company 2002 - Present
WGBH 1992 - Present
- Freelance 1992 - Present
Raytheon Technical Svc April 2012 - Present
Agganis Arena at Boston University 2004 - 2011
Agganis Arena at Boston University 2004 - 2011
Fidelity Investments 1992 - 2002
John Hancock Life Insurance Company (U.S.A.) 1995 - 2001
The Monitor Channel 1991 - 1992
Skills
Security Clearance, Surveillance, Sound, Video, Broadcast, HD Video, Video Production, Camera, Final Cut Pro, Video Editing, Broadcast Television, Multimedia, Television, Videography, Professional Audio, Post Production, Satellite, Digital Video, Streaming Media, Avid Media Composer, Broadcast Engineering, Non-linear Editing, Digital TV, Media Production, Avid, Producing, Digital Media, Production Managment, Lighting, Audio Engineering, Digital Asset Management, System Design, Final Cut Studio, AV, Radio, Satellite Communications, Video Conferencing
Education
Northeastern University 1969 — 1974
BSEE, Electrical Engineering
Graham Chapman Graham Chapman's Fidelity Investments Experience 2005 - 2006
Job Director, Business Development at Greater Boston Chamber of Commerce
Industry Civic & Social Organization
Experience
Greater Boston Chamber of Commerce January 2015 - Present
Greater Boston Chamber of Commerce January 2008 - January 2015
Gray & Rice Public Relations 2006 - 2008
Fidelity Investments 2005 - 2006
Skills
Marketing Strategy, Public Relations, Account Management, Strategic Planning, Marketing Communications
Education
Northeastern University 2000 — 2004
Greater Boston Chamber of Commerce January 2015 - Present
Greater Boston Chamber of Commerce January 2008 - January 2015
Gray & Rice Public Relations 2006 - 2008
Fidelity Investments 2005 - 2006
Skills
Marketing Strategy, Public Relations, Account Management, Strategic Planning, Marketing Communications
Education
Northeastern University 2000 — 2004
Darrin Estella, CPA, MBA's Fidelity Investments Experience 2005 - 2005
Job Accounting and Finance Executive
Industry Accounting
Experience
John Hancock 2012 - 2012
State Street 2010 - 2011
Ernst & Young LLP 2005 - 2010
Fidelity Investments 2005 - 2005
Ernst & Young LLP 2000 - 2005
Wyeth 1997 - 1999
Skills
US GAAP, Internal Controls, SEC filings, Due Diligence, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Audit, Auditing, GAAP, Accounting, Financial Accounting, Valuation, Finance, Strategic Financial..., Forecasting, General Ledger, IFRS, Financial Statements, Financial Services
Education
Northeastern University 1999 — 2000
MBA/MSA
Stonehill College 1992 — 1996
BS, Biology
John Hancock 2012 - 2012
State Street 2010 - 2011
Ernst & Young LLP 2005 - 2010
Fidelity Investments 2005 - 2005
Ernst & Young LLP 2000 - 2005
Wyeth 1997 - 1999
Skills
US GAAP, Internal Controls, SEC filings, Due Diligence, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Audit, Auditing, GAAP, Accounting, Financial Accounting, Valuation, Finance, Strategic Financial..., Forecasting, General Ledger, IFRS, Financial Statements, Financial Services
Education
Northeastern University 1999 — 2000
MBA/MSA
Stonehill College 1992 — 1996
BS, Biology
Eric Yun's Fidelity Investments Experience June 1996 - September 2008
Job Contractor for Fidelity Investments at Veritude
Industry Financial Services
Experience
Veritude October 2008 - Present
Fidelity Investments June 1996 - September 2008
StateStreet Bank & Trust 1993 - 1996
Tufts-New England Medical Center 1991 - 1993
Genrad 1989 - 1991
Skills
Architecture, Agile Methodologies, Project Management, SDLC, Enterprise Architecture, SQL, Oracle, Vendor Management, Requirements Analysis, Oracle E-Business Suite, Program Management, Business Intelligence, SOA, IT Strategy
Education
Northeastern University 1985 — 1988
BS, EE
Veritude October 2008 - Present
Fidelity Investments June 1996 - September 2008
StateStreet Bank & Trust 1993 - 1996
Tufts-New England Medical Center 1991 - 1993
Genrad 1989 - 1991
Skills
Architecture, Agile Methodologies, Project Management, SDLC, Enterprise Architecture, SQL, Oracle, Vendor Management, Requirements Analysis, Oracle E-Business Suite, Program Management, Business Intelligence, SOA, IT Strategy
Education
Northeastern University 1985 — 1988
BS, EE
Eric Foley's Fidelity Investments Experience November 2005 - March 2008
Job Internal Wholesaler Sun Life
Industry Financial Services
Experience
Sun Life Financial Distributors March 2008 - Present
Fidelity Investments November 2005 - March 2008
Education
Northeastern University 1999 — 2004
Xaverian Brothers High School 1997 — 1999
Sun Life Financial Distributors March 2008 - Present
Fidelity Investments November 2005 - March 2008
Education
Northeastern University 1999 — 2004
Xaverian Brothers High School 1997 — 1999
Donna Comeau's Fidelity Investments Experience 1990 - 2007
Job Owner, Tupperware Star Manager
Industry Packaging and Containers
Experience
Tupperware Star Manager January 2007 - Present
Manpower Office Professionals February 2006 - February 2007
Fidelity Investments 1990 - 2007
Education
Northeastern University
Business
Tupperware Star Manager January 2007 - Present
Manpower Office Professionals February 2006 - February 2007
Fidelity Investments 1990 - 2007
Education
Northeastern University
Business
Dave Ruggieri's Fidelity Investments Experience March 2014 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments January 2009 - February 2014
Fidelity Investments May 2005 - January 2009
Skills
Vendor Management, Production Support, SAS70, Risk, Risk Management, SDLC, Financial Risk, Governance, ITIL, Requirements Gathering, Integration, Testing, Quality Assurance, Databases, Program Management, Change Management, Management, Incident Management, Strategy
Education
Salve Regina University 1990 — 1993
Master of Science (M.S.), Information Systems Science
Northeastern University 1984 — 1989
BS, Computer Science
Fidelity Investments March 2014 - Present
Fidelity Investments January 2009 - February 2014
Fidelity Investments May 2005 - January 2009
Skills
Vendor Management, Production Support, SAS70, Risk, Risk Management, SDLC, Financial Risk, Governance, ITIL, Requirements Gathering, Integration, Testing, Quality Assurance, Databases, Program Management, Change Management, Management, Incident Management, Strategy
Education
Salve Regina University 1990 — 1993
Master of Science (M.S.), Information Systems Science
Northeastern University 1984 — 1989
BS, Computer Science
Derek Salka's Fidelity Investments Experience August 2006 - June 2013
Job Systems Analyst at kForce Contracted to Blue Cross Blue Shield of Massachusetts
Industry Information Services
Experience
kForce Contracted to Blue Cross Blue Shield of Massachusetts March 2014 - Present
Modis Contracted to EGS Corporation Horsham, PA March 2014 - May 2014
Fidelity Investments August 2006 - June 2013
Wellington Management 2000 - 2006
Analogic Corp. March 1997 - January 2000
Skills
Testing, Microsoft SQL Server, VMware ESX, Data Center, Technical Support, System Deployment, Vendor Management, Management, Disaster Recovery, Asset Management, SQL, Integration, Windows Server, Windows 7, Troubleshooting
Education
Northeastern University 1991 — 1996
Bachelor of Science (B.S.), Mechanical Engineering
kForce Contracted to Blue Cross Blue Shield of Massachusetts March 2014 - Present
Modis Contracted to EGS Corporation Horsham, PA March 2014 - May 2014
Fidelity Investments August 2006 - June 2013
Wellington Management 2000 - 2006
Analogic Corp. March 1997 - January 2000
Skills
Testing, Microsoft SQL Server, VMware ESX, Data Center, Technical Support, System Deployment, Vendor Management, Management, Disaster Recovery, Asset Management, SQL, Integration, Windows Server, Windows 7, Troubleshooting
Education
Northeastern University 1991 — 1996
Bachelor of Science (B.S.), Mechanical Engineering
Eric Tsinzo's Fidelity Investments Experience May 2007 - Present
Job Engineer Trading Floor Technologies at Fidelity Investments
Industry Telecommunications
Experience
Fidelity Investments May 2007 - Present
Fidelity Investments September 2000 - May 2007
Education
Northeastern University 2006 — 2008
Master's, Telecommunications Systems Management; GPA- 3.3
Wentworth Institute of Technology 1996 — 2000
Bachelor's, Computer Engineering; GPA- 3.4
Fidelity Investments May 2007 - Present
Fidelity Investments September 2000 - May 2007
Education
Northeastern University 2006 — 2008
Master's, Telecommunications Systems Management; GPA- 3.3
Wentworth Institute of Technology 1996 — 2000
Bachelor's, Computer Engineering; GPA- 3.4
Dya Kaur Levitt's Fidelity Investments Experience October 2005 - October 2006
Job User Interface Design & Developer
Industry Online Media
Experience
ACI Worldwide October 2006 - Present
Majesco October 2005 - October 2006
Fidelity Investments October 2005 - October 2006
Tripadvisor February 2003 - October 2005
Northern Light Technology October 1996 - August 2002
Child Associates August 1995 - October 1996
Boston Photo Imaging 1994 - 1996
TAANG! Records 1993 - 1993
Boston Gay Men's Chorus 1993 - 1993
Education
Northeastern University 1990 — 1995
BS, Music Industry
Guru Nanak's Fifth Centenary School 1985 — 1989
ACI Worldwide October 2006 - Present
Majesco October 2005 - October 2006
Fidelity Investments October 2005 - October 2006
Tripadvisor February 2003 - October 2005
Northern Light Technology October 1996 - August 2002
Child Associates August 1995 - October 1996
Boston Photo Imaging 1994 - 1996
TAANG! Records 1993 - 1993
Boston Gay Men's Chorus 1993 - 1993
Education
Northeastern University 1990 — 1995
BS, Music Industry
Guru Nanak's Fifth Centenary School 1985 — 1989
Haw-ming Chen's Fidelity Investments Experience 1997 - 1999
Job VP at Citi
Industry Information Technology and Services
Experience
Citigroup 2001 - Present
Citi 2000 - Present
Fidelity Investments 1997 - 1999
Dow Jones 1996 - 1997
Cambridge Technology Partners 1992 - 1996
Education
Northeastern University 1990 — 1992
Master of Science (MS), computer system engineering
Ohio University 1986 — 1990
Bachelor of Science (BS), electrical and computer engineering
Citigroup 2001 - Present
Citi 2000 - Present
Fidelity Investments 1997 - 1999
Dow Jones 1996 - 1997
Cambridge Technology Partners 1992 - 1996
Education
Northeastern University 1990 — 1992
Master of Science (MS), computer system engineering
Ohio University 1986 — 1990
Bachelor of Science (BS), electrical and computer engineering
Chris Gonsalves's Fidelity Investments Experience June 1998 - May 2006
Job Learning Leader at Raytheon Company
Industry Professional Training & Coaching
Experience
Raytheon Company May 2007 - Present
Investors Bank & Trust Co. May 2006 - May 2007
Fidelity Investments June 1998 - May 2006
Education
Northeastern University 1988 — 1993
Raytheon Company May 2007 - Present
Investors Bank & Trust Co. May 2006 - May 2007
Fidelity Investments June 1998 - May 2006
Education
Northeastern University 1988 — 1993
David Bartol's Fidelity Investments Experience January 1994 - May 2004
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Coventry Healthcare October 2008 - March 2011
State Street Global Advisors April 2006 - September 2007
JP Morgan Chase July 2005 - April 2006
Fidelity Investments January 1994 - May 2004
Lotus Development 1991 - 1994
Metcalf & Eddy 1990 - 1991
Electric Boat Division of General Dynamics Corp. 1985 - 1990
Skills
SQL
Education
Northeastern University 1988 — 1989
Master of Science, Computer Systems Engineering
University of Connecticut 1978 — 1983
Bachelor of Science, Chemical and Materials Engineering
Coventry Healthcare October 2008 - March 2011
State Street Global Advisors April 2006 - September 2007
JP Morgan Chase July 2005 - April 2006
Fidelity Investments January 1994 - May 2004
Lotus Development 1991 - 1994
Metcalf & Eddy 1990 - 1991
Electric Boat Division of General Dynamics Corp. 1985 - 1990
Skills
SQL
Education
Northeastern University 1988 — 1989
Master of Science, Computer Systems Engineering
University of Connecticut 1978 — 1983
Bachelor of Science, Chemical and Materials Engineering
Cheuw Yeo's Fidelity Investments Experience July 1997 - August 2008
Job software engineer at State Street Corp.
Industry Information Technology and Services
Experience
State Street Global Advisor (SSgA) August 2008 - Present
State Street 2008 - Present
Fidelity Investments July 1997 - August 2008
Fidelity Investments 1996 - 2008
Skills
Market Data, Fixed Income, Sybase, Unix, Requirements Analysis, Oracle, Visio, Perl, Software Project..., Waterfall, SQL, Software Development, Agile Methodologies, Java, Requirements Gathering
Education
Northeastern University 1978 — 1982
Mechanical Engineering
State Street Global Advisor (SSgA) August 2008 - Present
State Street 2008 - Present
Fidelity Investments July 1997 - August 2008
Fidelity Investments 1996 - 2008
Skills
Market Data, Fixed Income, Sybase, Unix, Requirements Analysis, Oracle, Visio, Perl, Software Project..., Waterfall, SQL, Software Development, Agile Methodologies, Java, Requirements Gathering
Education
Northeastern University 1978 — 1982
Mechanical Engineering
D. Theodore Saulnier's Fidelity Investments Experience June 1999 - December 2007
Job NonProfit Organization Management Professional
Industry Nonprofit Organization Management
Experience
Fidelity Investments June 1999 - December 2007
American Red Cross Blood Services, Madison, Wisconsin January 1998 - May 1999
American Red Cross Blood Services, New England Region Dedham, Massachusetts January 1995 - December 1997
Education
Northeastern University 1970 — 1974
Fidelity Investments June 1999 - December 2007
American Red Cross Blood Services, Madison, Wisconsin January 1998 - May 1999
American Red Cross Blood Services, New England Region Dedham, Massachusetts January 1995 - December 1997
Education
Northeastern University 1970 — 1974
Elliot West's Fidelity Investments Experience Sr. Risk AnalystFidelity InvestmentsOctober 2000 - June 2004
Job Client Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Sr. Risk AnalystFidelity InvestmentsOctober 2000 - June 2004
Education
Northeastern University 1981 — 1986
Fidelity Investments Sr. Risk AnalystFidelity InvestmentsOctober 2000 - June 2004
Education
Northeastern University 1981 — 1986
David Todesco's Fidelity Investments Experience January 1984 - February 2009
Job Equity Sales Trader Oppenheimer & Co, Inc.
Industry Investment Management
Experience
Oppenheimer May 2009 - April 2014
Fidelity Investments January 1984 - February 2009
Education
Northeastern University 1982 — 1987
Oppenheimer May 2009 - April 2014
Fidelity Investments January 1984 - February 2009
Education
Northeastern University 1982 — 1987
Debra Sugrue's Fidelity Investments Experience September 1998 - Present
Job Assistant to Sr. Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 1998 - Present
BAYBANK CORPORATION 1986 - 1997
Brewer and Lord Insurance 1980 - 1986
Skills
Administrative..., Office Management, Lotus Notes, Financial Services, Investments, Outlook, Event Planning
Education
Northeastern University
Bachelor's Degree, Business Administration and Management, General, 3.4
Fidelity Investments September 1998 - Present
BAYBANK CORPORATION 1986 - 1997
Brewer and Lord Insurance 1980 - 1986
Skills
Administrative..., Office Management, Lotus Notes, Financial Services, Investments, Outlook, Event Planning
Education
Northeastern University
Bachelor's Degree, Business Administration and Management, General, 3.4
Chris Barnhill's Fidelity Investments Experience 2008 - August 2012
Job Digital, Inbound, and Email marketer
Industry Marketing and Advertising
Experience
Digital Bungalow February 2015 - August 2015
Boston Children's Hospital August 2012 - February 2015
Fidelity Investments 2008 - August 2012
Northeastern University January 2005 - June 2008
dSonic January 2006 - June 2006
Sanctum Sound January 2005 - May 2005
Skills
User Experience, HTML, Email Marketing, Digital Marketing, Sound, Pro Tools, Video Editing, Audio Editing, Digital Media, Photography, Sound Design, Video, Multimedia, Music, Recording, Online Marketing, Digital Strategy, CSS, Web Content Management, Editing, Social Media, Lead Generation, Marketing Communications
Education
Northeastern University 2003 — 2008
Bachelors of Science, Multimedia Studies, Music Technology
Northeastern University 2003 — 2008
Bachelor's degree, Multimedia Studies/Music Technology
Digital Bungalow February 2015 - August 2015
Boston Children's Hospital August 2012 - February 2015
Fidelity Investments 2008 - August 2012
Northeastern University January 2005 - June 2008
dSonic January 2006 - June 2006
Sanctum Sound January 2005 - May 2005
Skills
User Experience, HTML, Email Marketing, Digital Marketing, Sound, Pro Tools, Video Editing, Audio Editing, Digital Media, Photography, Sound Design, Video, Multimedia, Music, Recording, Online Marketing, Digital Strategy, CSS, Web Content Management, Editing, Social Media, Lead Generation, Marketing Communications
Education
Northeastern University 2003 — 2008
Bachelors of Science, Multimedia Studies, Music Technology
Northeastern University 2003 — 2008
Bachelor's degree, Multimedia Studies/Music Technology
Heather Sabourin Ciriello's Fidelity Investments Experience June 2005 - June 2008
Job Senior Business Applications Analyst at American Tower
Industry Marketing and Advertising
Experience
American Tower September 2013 - Present
Epsilon November 2010 - August 2013
Children's Hospital Boston January 2009 - October 2010
Fidelity Investments June 2005 - June 2008
Fidelity Investments March 2004 - June 2005
Fidelity Investments January 2003 - March 2004
Fidelity Investments December 2000 - January 2003
Fidelity Investments February 2000 - December 2000
Fidelity Investments October 1997 - February 2000
Skills
Unix, Microsoft Office, MS Project, Visio, SQL Server, SharePoint, SnagIt, ClearQuest
Education
Northeastern University
Bachelor of Science (BS), Management Information Systems
American Tower September 2013 - Present
Epsilon November 2010 - August 2013
Children's Hospital Boston January 2009 - October 2010
Fidelity Investments June 2005 - June 2008
Fidelity Investments March 2004 - June 2005
Fidelity Investments January 2003 - March 2004
Fidelity Investments December 2000 - January 2003
Fidelity Investments February 2000 - December 2000
Fidelity Investments October 1997 - February 2000
Skills
Unix, Microsoft Office, MS Project, Visio, SQL Server, SharePoint, SnagIt, ClearQuest
Education
Northeastern University
Bachelor of Science (BS), Management Information Systems
Elaine (Prodromou) Mavrommatis's Fidelity Investments Experience 2005 - 2009
Job Associate Creative Director at Commonwealth Financial Network
Industry Marketing and Advertising
Experience
Commonwealth Financial Network 2013 - Present
Commonwealth Financial 2009 - 2013
Fidelity Investments 2005 - 2009
fleetboston financial 2002 - 2004
bank of america 2002 - 2004
beth israel deaconess medical center 1999 - 2002
Beth Israel Deaconess Medical Center/CareGroup Healthcare System 1999 - 2002
Lehman Brothers 1993 - 1999
Skills
Strategic Communications, Marketing Communications, Corporate Communications, Integrated Marketing, Email Marketing, Copywriting, Newsletters, Financial Services, Creative Direction, Internal Communications, Direct Marketing, Direct Mail, Brand Development
Education
Northeastern University 1993 — 1996
MA, political science
Tufts University 1984 — 1988
Bachelor of Arts (B.A.), International Relations and History
Commonwealth Financial Network 2013 - Present
Commonwealth Financial 2009 - 2013
Fidelity Investments 2005 - 2009
fleetboston financial 2002 - 2004
bank of america 2002 - 2004
beth israel deaconess medical center 1999 - 2002
Beth Israel Deaconess Medical Center/CareGroup Healthcare System 1999 - 2002
Lehman Brothers 1993 - 1999
Skills
Strategic Communications, Marketing Communications, Corporate Communications, Integrated Marketing, Email Marketing, Copywriting, Newsletters, Financial Services, Creative Direction, Internal Communications, Direct Marketing, Direct Mail, Brand Development
Education
Northeastern University 1993 — 1996
MA, political science
Tufts University 1984 — 1988
Bachelor of Arts (B.A.), International Relations and History
Chris Moniz's Fidelity Investments Experience July 2011 - 2013
Job Global Markets IT at State Street
Industry Investment Management
Experience
State Street January 2014 - Present
Fidelity Investments July 2011 - 2013
Fidelity Investments November 2011 - July 2012
John Hancock November 2008 - October 2011
John Hancock Financial Services November 2007 - October 2008
Putnam Investments 1994 - 2007
Skills
Trading life cycle (..., PMP, Business Intelligence, Fixed Income, Project Management, Business Analysis, Cross-functional Team..., Management, Integration, Mutual Funds, Product Management, Bloomberg, Leadership, Trading Systems, Derivatives, Trading, Investments, Project Planning, Back Office
Education
Northeastern University
Bachelor of Science (BS), Management
State Street January 2014 - Present
Fidelity Investments July 2011 - 2013
Fidelity Investments November 2011 - July 2012
John Hancock November 2008 - October 2011
John Hancock Financial Services November 2007 - October 2008
Putnam Investments 1994 - 2007
Skills
Trading life cycle (..., PMP, Business Intelligence, Fixed Income, Project Management, Business Analysis, Cross-functional Team..., Management, Integration, Mutual Funds, Product Management, Bloomberg, Leadership, Trading Systems, Derivatives, Trading, Investments, Project Planning, Back Office
Education
Northeastern University
Bachelor of Science (BS), Management
Dana Fleck's Fidelity Investments Experience September 2006 - Present
Job Compliance Advisor at Fidelity Personal Investments
Industry Financial Services
Experience
Fidelity Investments September 2006 - Present
Bancnorth Investment Group July 2002 - August 2006
Fidelity Capital Markets January 1998 - January 2000
Skills
Series 7, Social Media Compliance, Investments, Financial Risk, Trading, Retirement, Securities, Series 24, FINRA, Mutual Funds, Series 63, Credit, Credit Risk, Financial Services
Education
Northeastern University 1994 — 1998
College, Business Adminstration
Fidelity Investments September 2006 - Present
Bancnorth Investment Group July 2002 - August 2006
Fidelity Capital Markets January 1998 - January 2000
Skills
Series 7, Social Media Compliance, Investments, Financial Risk, Trading, Retirement, Securities, Series 24, FINRA, Mutual Funds, Series 63, Credit, Credit Risk, Financial Services
Education
Northeastern University 1994 — 1998
College, Business Adminstration
Ellen Zdyb's Fidelity Investments Experience December 1997 - November 1998
Job Vermont Realtor experienced in listing properties & working with Buyers in the Burlington, VT area
Industry Real Estate
Experience
Geri Reilly Real Estate January 2013 - Present
IBM Software Group, Business Partner Marketing November 2012 - June 2013
Williams-Sonoma, Inc. 2009 - April 2013
Lang McLaughry Spera Realtors September 2005 - January 2013
Coldwell Banker Hickok & Boardman Realty 2004 - 2005
State Street November 1998 - November 1999
Fidelity Investments December 1997 - November 1998
Fidelity Investments May 1995 - December 1997
Fidelity Investments July 1994 - May 1995
Fidelity Investments July 1993 - June 1994
Skills
Selling, Real Estate, Negotiation, Marketing Strategy, Retail, Home, Marketing, Contract Negotiation, Sales Management, Inventory Management, Customer Service, Sellers, Strategic Planning, Council of Residential..., ABR, Investments, Residential Homes, Public Speaking, Senior Real Estate, Online Marketing, Property Management, Event Planning, Investment Properties, Budgets, Luxury, Real Estate Transactions, Condos, Buyer Representation, Single Family Homes, Buyers, First Time Home Buyers
Education
Northeastern University 1987 — 1992
Bachelor of Science, Dual Degree Finance and Marketing
Acton Boxborough Regional High School 1984 — 1987
Diploma
Geri Reilly Real Estate January 2013 - Present
IBM Software Group, Business Partner Marketing November 2012 - June 2013
Williams-Sonoma, Inc. 2009 - April 2013
Lang McLaughry Spera Realtors September 2005 - January 2013
Coldwell Banker Hickok & Boardman Realty 2004 - 2005
State Street November 1998 - November 1999
Fidelity Investments December 1997 - November 1998
Fidelity Investments May 1995 - December 1997
Fidelity Investments July 1994 - May 1995
Fidelity Investments July 1993 - June 1994
Skills
Selling, Real Estate, Negotiation, Marketing Strategy, Retail, Home, Marketing, Contract Negotiation, Sales Management, Inventory Management, Customer Service, Sellers, Strategic Planning, Council of Residential..., ABR, Investments, Residential Homes, Public Speaking, Senior Real Estate, Online Marketing, Property Management, Event Planning, Investment Properties, Budgets, Luxury, Real Estate Transactions, Condos, Buyer Representation, Single Family Homes, Buyers, First Time Home Buyers
Education
Northeastern University 1987 — 1992
Bachelor of Science, Dual Degree Finance and Marketing
Acton Boxborough Regional High School 1984 — 1987
Diploma
Chuck Rollins's Fidelity Investments Experience January 1999 - April 2005
Job Software Project Manager at National Quality Review
Industry Financial Services
Experience
National Quality Review October 2008 - Present
Kowal & Associates March 2006 - March 2009
Fidelity Investments January 1999 - April 2005
Skills
Software Project..., Scrum Agile Methodology, Software Requirements, Business Requirements, PMI, PMBOK, Atlassian JIRA, Microsoft SQL Server, SQL Server Management..., Microsoft Visual Web..., SQL Server Report..., System Integration..., User Acceptance Testing, Scope Management, Change Management, SSAE16, ASP.NET, Project Governance, Agile Project Management, MS Project, Business Case, Microsoft Office
Education
Northeastern University
Bachelor of Applied Science (B.A.Sc.), Finance
National Quality Review October 2008 - Present
Kowal & Associates March 2006 - March 2009
Fidelity Investments January 1999 - April 2005
Skills
Software Project..., Scrum Agile Methodology, Software Requirements, Business Requirements, PMI, PMBOK, Atlassian JIRA, Microsoft SQL Server, SQL Server Management..., Microsoft Visual Web..., SQL Server Report..., System Integration..., User Acceptance Testing, Scope Management, Change Management, SSAE16, ASP.NET, Project Governance, Agile Project Management, MS Project, Business Case, Microsoft Office
Education
Northeastern University
Bachelor of Applied Science (B.A.Sc.), Finance
Doug Heroux's Fidelity Investments Experience September 2000 - Present
Job Principal Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2000 - Present
DST Systems June 1998 - September 2000
Boston Financial Data Services July 1994 - June 1998
The Boston Company June 1988 - March 1992
Bank of Boston June 1986 - May 1988
Skills
NDM, VSAM, Fileaid, IBM Utilities, ISPF, CICS, DB2, Easytrieve, SPUFI, Endeavor, MVS, JCL, CLIST, Syncsort, OS/390, COBOL, IBM Mainframe, TSO
Education
University of Massachusetts Boston 1984 — 1986
BS, Business Administration and Management, General
Northeastern University 1980 — 1982
Fidelity Investments September 2000 - Present
DST Systems June 1998 - September 2000
Boston Financial Data Services July 1994 - June 1998
The Boston Company June 1988 - March 1992
Bank of Boston June 1986 - May 1988
Skills
NDM, VSAM, Fileaid, IBM Utilities, ISPF, CICS, DB2, Easytrieve, SPUFI, Endeavor, MVS, JCL, CLIST, Syncsort, OS/390, COBOL, IBM Mainframe, TSO
Education
University of Massachusetts Boston 1984 — 1986
BS, Business Administration and Management, General
Northeastern University 1980 — 1982
Darrell Askew's Fidelity Investments Experience October 1995 - June 2008
Job Information Technology and Services Professional
Industry Financial Services
Experience
Fidelity Investments October 1995 - June 2008
Wang Laboratories May 1992 - October 1995
Education
Northeastern University
Bachelor of Engineering Technology, Electrical Engineering
University of Massachusetts Lowell
Master of Science, Computer Engineering
Fidelity Investments October 1995 - June 2008
Wang Laboratories May 1992 - October 1995
Education
Northeastern University
Bachelor of Engineering Technology, Electrical Engineering
University of Massachusetts Lowell
Master of Science, Computer Engineering
Dick Brennick's Fidelity Investments Experience May 1996 - Present
Job Systems Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 1996 - Present
Fidelity Investments July 2010 - March 2013
Axis Technology October 2009 - July 2010
Atex 1977 - 1996
Skills
Unix, Vendor Management, SDLC, Disaster Recovery, Requirements Analysis, Integration, Enterprise Architecture, Microsoft SQL Server, Agile Methodologies, Oracle, Software Development, Business Analysis, Linux, Active Directory, Databases
Education
Northeastern University 1980 — 1983
Bachelor of Science (BS), Finance and Financial Management Services
Fidelity Investments May 1996 - Present
Fidelity Investments July 2010 - March 2013
Axis Technology October 2009 - July 2010
Atex 1977 - 1996
Skills
Unix, Vendor Management, SDLC, Disaster Recovery, Requirements Analysis, Integration, Enterprise Architecture, Microsoft SQL Server, Agile Methodologies, Oracle, Software Development, Business Analysis, Linux, Active Directory, Databases
Education
Northeastern University 1980 — 1983
Bachelor of Science (BS), Finance and Financial Management Services
Chuck Welch's Fidelity Investments Experience 2009 - Present
Job V.P. Compliance / Records & Information Management
Industry Financial Services
Experience
Fidelity Investments 2009 - Present
Fidelity Investments 1996 - 2008
Fidelity Investments September 1989 - 1995
Filene's 1985 - 1989
Skills
SDLC, Records Management, Project Management, Portfolio Management, Software Development, Software Project..., Change Management, Software Engineering, Program Management, Risk Management, Enterprise Software, PMO, Management, Leadership, Product Management, Quality Assurance, Business Development, IT Strategy, Business Analysis, Requirements Analysis, Business Process..., Project Portfolio..., Financial Services, Requirements Gathering, Business Intelligence, Information Technology
Education
Northeastern University
Fidelity Investments 2009 - Present
Fidelity Investments 1996 - 2008
Fidelity Investments September 1989 - 1995
Filene's 1985 - 1989
Skills
SDLC, Records Management, Project Management, Portfolio Management, Software Development, Software Project..., Change Management, Software Engineering, Program Management, Risk Management, Enterprise Software, PMO, Management, Leadership, Product Management, Quality Assurance, Business Development, IT Strategy, Business Analysis, Requirements Analysis, Business Process..., Project Portfolio..., Financial Services, Requirements Gathering, Business Intelligence, Information Technology
Education
Northeastern University
David Lesser, CFP's Fidelity Investments Experience October 1998 - Present
Job Vice President/Sr. Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 1998 - Present
Education
Northeastern University 1984 — 1989
Bachelor of Science (BS), Economic
Fidelity Investments October 1998 - Present
Education
Northeastern University 1984 — 1989
Bachelor of Science (BS), Economic
Gene Bailey's Fidelity Investments Experience August 1987 - April 1988
Job Executive with track record of success in startup, financial services, high technology and packaging industries.
Industry Financial Services
Experience
Putnam Investments June 1995 - August 2002
Motorola, Inc. April 1989 - February 1995
Fidelity Investments August 1987 - April 1988
American Can Company August 1966 - October 1986
Education
Northeastern University 1961 — 1966
BA, Management, Economics, Accounting
Maine Central Institute 1960 — 1961
Diploma, College Prep
Lubec High School 1957 — 1960
College Prep
Putnam Investments June 1995 - August 2002
Motorola, Inc. April 1989 - February 1995
Fidelity Investments August 1987 - April 1988
American Can Company August 1966 - October 1986
Education
Northeastern University 1961 — 1966
BA, Management, Economics, Accounting
Maine Central Institute 1960 — 1961
Diploma, College Prep
Lubec High School 1957 — 1960
College Prep
Christopher Tsapatsaris's Fidelity Investments Experience 2010 - 2011
Job Associate, Investment Operations at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management 2014 - Present
The Bank of New York Mellon 2011 - 2014
Fidelity Investments 2010 - 2011
The Bank of New York Mellon 2009 - 2010
Skills
Investments, DTC, Euroclear, Account Reconciliation, Trade Finance, Asset Allocation, Hedge Funds, Mutual Funds, Alternative Investments, Global Custody, Equities, Microsoft Office, PowerPoint, Microsoft Excel, Series 7
Education
Northeastern University
MBA & MSF
Roger Williams University 2005 — 2009
Bachelor's degree, Finance and Financial Management Services
PanAgora Asset Management 2014 - Present
The Bank of New York Mellon 2011 - 2014
Fidelity Investments 2010 - 2011
The Bank of New York Mellon 2009 - 2010
Skills
Investments, DTC, Euroclear, Account Reconciliation, Trade Finance, Asset Allocation, Hedge Funds, Mutual Funds, Alternative Investments, Global Custody, Equities, Microsoft Office, PowerPoint, Microsoft Excel, Series 7
Education
Northeastern University
MBA & MSF
Roger Williams University 2005 — 2009
Bachelor's degree, Finance and Financial Management Services
Chip Bankes's Fidelity Investments Experience October 1989 - August 1995
Job Vice President: Head of Trading Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company May 2012 - Present
U.S. Trust April 2010 - May 2012
R.W. Pressprich November 2009 - April 2010
Putnam Investments August 1997 - March 2009
Jennison Associates August 1995 - August 1997
Fidelity Investments October 1989 - August 1995
Education
Northeastern University 1994 — 1996
MS, Finance
Ohio Wesleyan University 1985 — 1989
BA, Economics
Loomis, Sayles & Company May 2012 - Present
U.S. Trust April 2010 - May 2012
R.W. Pressprich November 2009 - April 2010
Putnam Investments August 1997 - March 2009
Jennison Associates August 1995 - August 1997
Fidelity Investments October 1989 - August 1995
Education
Northeastern University 1994 — 1996
MS, Finance
Ohio Wesleyan University 1985 — 1989
BA, Economics
Heather Wickham's Fidelity Investments Experience 2000 - 2003
Job Proxy Analyst at Putnam Investments
Industry Investment Management
Experience
Putnam Investments September 2003 - Present
Putnam Investments September 2003 - October 2004
Fidelity Investments 2000 - 2003
Skills
Investments, Marketing
Education
Northeastern University 1994 — 1999
BS, Hunam Services & Business Administration
Putnam Investments September 2003 - Present
Putnam Investments September 2003 - October 2004
Fidelity Investments 2000 - 2003
Skills
Investments, Marketing
Education
Northeastern University 1994 — 1999
BS, Hunam Services & Business Administration
Denise Lewandowski's Fidelity Investments Experience October 2011 - Present
Job VP Compensation at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Fidelity Investments 1994 - 2010
Skills
Incentive Programs, Sales Compensation..., Executive Pay, Total Rewards Consulting, Base Pay Design and..., Deferred Compensation, Base Pay, Consulting, Human Resources, Sales Compensation, Compensation Structures, Change Management, Leadership, Onboarding, Program Management
Education
Northeastern University 1997 — 2000
Master of Business Administration (MBA)
Bentley College 1988 — 1992
BS, Economics/Finance
Fidelity Investments October 2011 - Present
Fidelity Investments 1994 - 2010
Skills
Incentive Programs, Sales Compensation..., Executive Pay, Total Rewards Consulting, Base Pay Design and..., Deferred Compensation, Base Pay, Consulting, Human Resources, Sales Compensation, Compensation Structures, Change Management, Leadership, Onboarding, Program Management
Education
Northeastern University 1997 — 2000
Master of Business Administration (MBA)
Bentley College 1988 — 1992
BS, Economics/Finance
Christopher Horblit's Fidelity Investments Experience August 2010 - Present
Job President Fidelity Real Estate Company
Industry Financial Services
Experience
Fidelity Investments August 2010 - Present
Skills
Asset Management, Financial Services, Portfolio Management, Strategic Planning, Vendor Management, Financial Analysis, Due Diligence, Investments, Risk Management, Project Management, Program Management, Process Improvement, Team Building, Cross-functional Team..., Contract Management, Real Estate, Asset Managment, Management Consulting, Mergers & Acquisitions, Strategy, Executive Management
Education
Suffolk University Law School
Doctor of Law (J.D.)
Northeastern University
Master's degree
Framingham State University
Bachelor of Arts (B.A.)
Fidelity Investments August 2010 - Present
Skills
Asset Management, Financial Services, Portfolio Management, Strategic Planning, Vendor Management, Financial Analysis, Due Diligence, Investments, Risk Management, Project Management, Program Management, Process Improvement, Team Building, Cross-functional Team..., Contract Management, Real Estate, Asset Managment, Management Consulting, Mergers & Acquisitions, Strategy, Executive Management
Education
Suffolk University Law School
Doctor of Law (J.D.)
Northeastern University
Master's degree
Framingham State University
Bachelor of Arts (B.A.)
Eric Woolfork's Fidelity Investments Experience February 1990 - March 2002
Job VP Sales at Strickland Business Solutions
Industry Financial Services
Experience
Strickland Business Solutions VP, Core Market ManagerBank of AmericaMarch 2004 - February 2008
Citizens Bank February 2002 - April 2003
Fidelity Investments February 1990 - March 2002
Skills
New Business Development
Education
Northeastern University
Business Management
Strickland Business Solutions VP, Core Market ManagerBank of AmericaMarch 2004 - February 2008
Citizens Bank February 2002 - April 2003
Fidelity Investments February 1990 - March 2002
Skills
New Business Development
Education
Northeastern University
Business Management
Elizabeth (Sawyers) Moody's Fidelity Investments Experience 2000 - 2003
Job Director of Human Resources at UNITED PIPE & STEEL CORP
Industry Mechanical or Industrial Engineering
Experience
UNITED PIPE & STEEL CORP February 2015 - Present
Kortec, Inc 2011 - October 2014
Kortec, Inc 2003 - 2010
Fidelity Investments 2000 - 2003
Fidelity Investments 1999 - 2000
Fidelity Investments 1998 - 1999
North Shore Medical Center 1996 - 1999
Skills
Applicant Tracking..., Human Resources, Employee Relations, Talent Acquisition, Technical Recruiting, Benefits Negotiation, Interviews, Screening Resumes, College Recruiting, Onboarding, Manufacturing, Performance Management, Sourcing, Internet Recruiting, Executive Search, Hiring, Staffing Services, Product Development, Coaching, Plastics, Continuous Improvement, Deferred Compensation, Talent Management, HRIS, Employee Benefits, Recruiting, New Hire Orientations, Leadership, Succession Planning, Immigration Issues, Payroll, Employee Training, EHS
Education
Northeastern University
Graduate Certificate, Human Resource Management
Worcester State College
BS, Psychology
UNITED PIPE & STEEL CORP February 2015 - Present
Kortec, Inc 2011 - October 2014
Kortec, Inc 2003 - 2010
Fidelity Investments 2000 - 2003
Fidelity Investments 1999 - 2000
Fidelity Investments 1998 - 1999
North Shore Medical Center 1996 - 1999
Skills
Applicant Tracking..., Human Resources, Employee Relations, Talent Acquisition, Technical Recruiting, Benefits Negotiation, Interviews, Screening Resumes, College Recruiting, Onboarding, Manufacturing, Performance Management, Sourcing, Internet Recruiting, Executive Search, Hiring, Staffing Services, Product Development, Coaching, Plastics, Continuous Improvement, Deferred Compensation, Talent Management, HRIS, Employee Benefits, Recruiting, New Hire Orientations, Leadership, Succession Planning, Immigration Issues, Payroll, Employee Training, EHS
Education
Northeastern University
Graduate Certificate, Human Resource Management
Worcester State College
BS, Psychology
Edward Furdyna's Fidelity Investments Experience 2005 - 2010
Job Sr. Business System Analyst/Data Scientist at State Street Corporation
Industry Information Technology and Services
Experience
State Street Corporation April 2015 - Present
State Street Corporation April 2015 - Present
Infogroup / Yesmail Interactive February 2015 - April 2015
Best Doctors June 2014 - February 2015
Fresenius Medical Care March 2014 - June 2014
RGI Informatics, LLC April 2013 - February 2014
DS Solidworks June 2012 - February 2013
RBS Citizens Bank February 2012 - May 2012
Orchard Brands June 2010 - December 2011
Fidelity Investments 2005 - 2010
Skills
SQL*Plus, SAS, Oracle 10g, Oracle 11g, Business Analysis, Systems Analysis, System Testing, Requirements Gathering, Business Requirements, Functional..., Documentation, Software Documentation, Oracle, Data Modeling, Databases, SDLC, Data Warehousing, Visio, Business Intelligence, ETL, Requirements Analysis
Education
Clark University Cambridge MA 2001 — 2001
Professional Certificate, Client Server and Web Content design, 4.0
Northeastern University 1979 — 1986
Bachelor’s Degree, Computer Systems, Statistics, Math, 3.8
State Street Corporation April 2015 - Present
State Street Corporation April 2015 - Present
Infogroup / Yesmail Interactive February 2015 - April 2015
Best Doctors June 2014 - February 2015
Fresenius Medical Care March 2014 - June 2014
RGI Informatics, LLC April 2013 - February 2014
DS Solidworks June 2012 - February 2013
RBS Citizens Bank February 2012 - May 2012
Orchard Brands June 2010 - December 2011
Fidelity Investments 2005 - 2010
Skills
SQL*Plus, SAS, Oracle 10g, Oracle 11g, Business Analysis, Systems Analysis, System Testing, Requirements Gathering, Business Requirements, Functional..., Documentation, Software Documentation, Oracle, Data Modeling, Databases, SDLC, Data Warehousing, Visio, Business Intelligence, ETL, Requirements Analysis
Education
Clark University Cambridge MA 2001 — 2001
Professional Certificate, Client Server and Web Content design, 4.0
Northeastern University 1979 — 1986
Bachelor’s Degree, Computer Systems, Statistics, Math, 3.8
Elton Urumi's Fidelity Investments Experience May 2007 - September 2008
Job Senior General Securities Trader/Fixed Income
Industry Financial Services
Experience
Signator Investors Inc. Broker-Dealer September 2008 - June 2014
Fidelity Investments May 2007 - September 2008
Skills
Trading, Mutual Funds, Securities, Investments, Financial Services, Financial Analysis, Series 7, Bloomberg, Series 63, Equities, Finance, Fixed Income, Portfolio Management, Asset Management, Risk Management, Financial Risk, Financial Modeling, Hedge Funds, Alternative Investments, Electronic Trading, Wealth Management, Analysis, Derivatives, Capital Markets, Asset Allocation, Microsoft Excel, Investment Management, FINRA, Valuation, Bonds, Retirement Planning, Financial Planning, Data Analysis
Education
Northeastern University 2007 — 2011
BA, Finance
Signator Investors Inc. Broker-Dealer September 2008 - June 2014
Fidelity Investments May 2007 - September 2008
Skills
Trading, Mutual Funds, Securities, Investments, Financial Services, Financial Analysis, Series 7, Bloomberg, Series 63, Equities, Finance, Fixed Income, Portfolio Management, Asset Management, Risk Management, Financial Risk, Financial Modeling, Hedge Funds, Alternative Investments, Electronic Trading, Wealth Management, Analysis, Derivatives, Capital Markets, Asset Allocation, Microsoft Excel, Investment Management, FINRA, Valuation, Bonds, Retirement Planning, Financial Planning, Data Analysis
Education
Northeastern University 2007 — 2011
BA, Finance
Evans Jill's Fidelity Investments Experience May 2000 - Present
Job Vice President Broker Dealer Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2000 - Present
John Hancock Financial Services January 1997 - May 2000
Education
Northeastern University 1993 — 1997
Bachelor of Science (B.S.), English Language and Literature, General
Fidelity Investments May 2000 - Present
John Hancock Financial Services January 1997 - May 2000
Education
Northeastern University 1993 — 1997
Bachelor of Science (B.S.), English Language and Literature, General
Christopher Baril, PMP, CISSP's Fidelity Investments Experience August 2005 - September 2010
Job at Mercer
Industry Information Technology and Services
Experience
Mercer February 2011 - Present
Fidelity Investments August 2005 - September 2010
Ernst & Young LLP 2000 - 2005
Technology Solutions Company 1998 - 1999
Thomson Technology Consulting Group 1996 - 1998
EMC Corporation 1994 - 1996
Skills
PMP, ITIL, CISSP, Employee Benefits, Program Management, Vendor Management, PMO, Business Process..., Business Analysis, Leadership, Integration, Strategy, Defined Benefit, Risk Management, Project Portfolio..., Financial Services, SDLC, Process Improvement, Business Intelligence, CRM, Outsourcing
Education
Northeastern University
BS
Mercer February 2011 - Present
Fidelity Investments August 2005 - September 2010
Ernst & Young LLP 2000 - 2005
Technology Solutions Company 1998 - 1999
Thomson Technology Consulting Group 1996 - 1998
EMC Corporation 1994 - 1996
Skills
PMP, ITIL, CISSP, Employee Benefits, Program Management, Vendor Management, PMO, Business Process..., Business Analysis, Leadership, Integration, Strategy, Defined Benefit, Risk Management, Project Portfolio..., Financial Services, SDLC, Process Improvement, Business Intelligence, CRM, Outsourcing
Education
Northeastern University
BS
Dave Tamasy's Fidelity Investments Experience March 1999 - September 2006
Job Graphic & Web Design
Industry Computer Software
Experience
Boston University Center for Digital Imaging Arts (CDIA) May 2010 - Present
Principal Financial Group September 2006 - December 2008
Fidelity Investments March 1999 - September 2006
Fidelity Investments 2004 - 2005
KPMG October 1995 - March 1999
First Data Corporation January 1994 - October 1995
Allmerica Financial January 1994 - October 1995
John Hancock Life Insurance Company (U.S.A.) March 1989 - January 1994
Education
Boston University Center for Digital Imaging Arts 2010 — 2011
certificate, graphic and web design
University of Massachusetts Boston 1986 — 1989
bachelors, history
Northeastern University 1981 — 1983
none
Boston University Center for Digital Imaging Arts (CDIA) May 2010 - Present
Principal Financial Group September 2006 - December 2008
Fidelity Investments March 1999 - September 2006
Fidelity Investments 2004 - 2005
KPMG October 1995 - March 1999
First Data Corporation January 1994 - October 1995
Allmerica Financial January 1994 - October 1995
John Hancock Life Insurance Company (U.S.A.) March 1989 - January 1994
Education
Boston University Center for Digital Imaging Arts 2010 — 2011
certificate, graphic and web design
University of Massachusetts Boston 1986 — 1989
bachelors, history
Northeastern University 1981 — 1983
none
D. Scott Pugh's Fidelity Investments Experience March 1995 - September 2001
Job Lead Data Center Technician
Industry Information Technology and Services
Experience
CITIZENS BANK March 2011 - January 2014
Internap 2014 - 2014
Pugh Remodeling June 2001 - December 2011
Fidelity Investments March 1995 - September 2001
State Street 1994 - 1996
Skills
Teamwork, Telecommunications, Testing, Troubleshooting, Networking, Microsoft Word, Microsoft Excel, Project Delivery, Cable Management, Fiber Optics, Copper Cabling, Work Ethic, Ethernet, 10G Ethernet, Team Building, Project Management, Management, Data Center, Vendor Management, Servers, Cisco Technologies, Unix, Disaster Recovery
Education
Northeastern University 1995 — 1997
Certificate in LAN Technology, Computer Systems Networking and Telecommunications
Northeastern University 1994 — 1994
General Studies
Wentworth Institute of Technology 1987 — 1989
Computer Electronics Program, Computer Systems Networking and Telecommunications
CITIZENS BANK March 2011 - January 2014
Internap 2014 - 2014
Pugh Remodeling June 2001 - December 2011
Fidelity Investments March 1995 - September 2001
State Street 1994 - 1996
Skills
Teamwork, Telecommunications, Testing, Troubleshooting, Networking, Microsoft Word, Microsoft Excel, Project Delivery, Cable Management, Fiber Optics, Copper Cabling, Work Ethic, Ethernet, 10G Ethernet, Team Building, Project Management, Management, Data Center, Vendor Management, Servers, Cisco Technologies, Unix, Disaster Recovery
Education
Northeastern University 1995 — 1997
Certificate in LAN Technology, Computer Systems Networking and Telecommunications
Northeastern University 1994 — 1994
General Studies
Wentworth Institute of Technology 1987 — 1989
Computer Electronics Program, Computer Systems Networking and Telecommunications
Ella Arber's Fidelity Investments Experience June 2004 - March 2006
Job Senior Customer Support Engineer, Seeking New Opportunity
Industry Information Technology and Services
Experience
STRESS RELIEF MANAGEMENT January 2010 - Present
PHASE FORWARD, INCORPORATED (acquired by ORACLE) September 2008 - January 2010
UNICA, INCORPORATED May 2007 - April 2008
SOFTSCAPE, INCORPORATED May 2006 - February 2007
Fidelity Investments June 2004 - March 2006
Fidelity Investments Systems Company August 2000 - June 2004
Fidelity Investments Life Insurance February 1994 - August 2000
IONICS, INCORPORATED September 1992 - February 1994
STATE STREET BANK AND TRUST COMPANY March 1992 - September 1992
HARVARD UNIVERSITY, SCHOOL OF MEDICINE November 1991 - January 1992
Skills
Testing, Databases, Websphere, Unix, Weblogic, JIRA, SQL, Software Documentation, Web Applications
Education
Northeastern University 1989 — 1991
Bachelor of Science, Business Administration; Management Information Systems
GOMEL PEDAGOGIC COLLEGE 1984 — 1987
Secondary Education Teaching Degree
STRESS RELIEF MANAGEMENT January 2010 - Present
PHASE FORWARD, INCORPORATED (acquired by ORACLE) September 2008 - January 2010
UNICA, INCORPORATED May 2007 - April 2008
SOFTSCAPE, INCORPORATED May 2006 - February 2007
Fidelity Investments June 2004 - March 2006
Fidelity Investments Systems Company August 2000 - June 2004
Fidelity Investments Life Insurance February 1994 - August 2000
IONICS, INCORPORATED September 1992 - February 1994
STATE STREET BANK AND TRUST COMPANY March 1992 - September 1992
HARVARD UNIVERSITY, SCHOOL OF MEDICINE November 1991 - January 1992
Skills
Testing, Databases, Websphere, Unix, Weblogic, JIRA, SQL, Software Documentation, Web Applications
Education
Northeastern University 1989 — 1991
Bachelor of Science, Business Administration; Management Information Systems
GOMEL PEDAGOGIC COLLEGE 1984 — 1987
Secondary Education Teaching Degree
Debbie George-Marinelli's Fidelity Investments Experience 1996 - 2002
Job Financial Planning Assistant (parttime)
Industry Financial Services
Experience
Fidelity Investments 1996 - 2002
Ziff-Davis Publishing (PC WEEK) 1988 - 1996
John Hancock Mutual 1987 - 1988
Education
Northeastern University
MBA
University of Massachusetts, Amherst
B.A., Sociology
Fidelity Investments 1996 - 2002
Ziff-Davis Publishing (PC WEEK) 1988 - 1996
John Hancock Mutual 1987 - 1988
Education
Northeastern University
MBA
University of Massachusetts, Amherst
B.A., Sociology
Dennis Estes, CAIA's Fidelity Investments Experience June 2002 - April 2007
Job Product Development
Industry Investment Management
Experience
John Hancock Investments May 2011 - Present
The Boston Company Asset Management (BNY Mellon Asset Management) April 2007 - May 2011
Fidelity Investments June 2002 - April 2007
Fidelity Investments October 2000 - June 2002
Skills
Mutual Funds, Asset Management, Product Management, Alternative Investments, Product Development, Investment Strategies, Investment Products, Hedge Funds, Institutional Investors
Education
Northeastern University 2007 — 2009
MBA, Investments & Corporate Finance
Suffolk University 1998 — 2002
BSBA, Finance & Int'l Business
John Hancock Investments May 2011 - Present
The Boston Company Asset Management (BNY Mellon Asset Management) April 2007 - May 2011
Fidelity Investments June 2002 - April 2007
Fidelity Investments October 2000 - June 2002
Skills
Mutual Funds, Asset Management, Product Management, Alternative Investments, Product Development, Investment Strategies, Investment Products, Hedge Funds, Institutional Investors
Education
Northeastern University 2007 — 2009
MBA, Investments & Corporate Finance
Suffolk University 1998 — 2002
BSBA, Finance & Int'l Business
David Buscemi's Fidelity Investments Experience June 1995 - June 1999
Job Sr. Facilities Manager at iBasis
Industry Real Estate
Experience
iBasis December 2012 - Present
The Hartford October 2008 - January 2013
Partners HealthCare January 2002 - June 2006
Fidelity Investments June 1995 - June 1999
Skills
Contract Negotiation, Project Management, Facilities Management, Move Management, Lease Negotiations, Lease Administration, Projects Control, Space Planning, Interior Design, Ergonomics, OSHA Instruction
Education
Northeastern University 1989 — 1992
Bachelor's degree, Arts & Sciences: Architecture
iBasis December 2012 - Present
The Hartford October 2008 - January 2013
Partners HealthCare January 2002 - June 2006
Fidelity Investments June 1995 - June 1999
Skills
Contract Negotiation, Project Management, Facilities Management, Move Management, Lease Negotiations, Lease Administration, Projects Control, Space Planning, Interior Design, Ergonomics, OSHA Instruction
Education
Northeastern University 1989 — 1992
Bachelor's degree, Arts & Sciences: Architecture
Fal Patel's Fidelity Investments Experience May 2000 - November 2007
Job Benefit Service Consultant at ADP
Industry Human Resources
David Sawin's Fidelity Investments Experience 1994 - 1997
Job Program Manager Information Assurance, Cybersecurity at US Department of Transportation (DOT)
Industry Government Administration
Experience
US Department of Transportation (DOT) January 2001 - Present
FLEETBOSTON FINANCIAL 1997 - 2001
Information Systems Security Association 1999 - 2000
Fidelity Investments 1994 - 1997
STONE AND WEBSTER ENGINEERING CORPORATION 1991 - 1994
Skills
Public Policy, Community Outreach, Security Clearance, Project Delivery, PMO, SDLC, Process Improvement, Program Development, Software Project..., Business Process..., Information Technology, Information Assurance, Cyber-security, Government, Policy Analysis, Computer Security, Program Management, Information Security, Information Security..., Vulnerability Assessment, Security, Proposal Writing, Homeland Security, Defense, Risk Management, Leadership, National Security, Strategy, Risk Assessment, Emergency Management, IT Audit, FISMA
Education
UNITED STATES NONCOMMISSIONED OFFICER ACADEMY
Noncommissioned Officer Graduate Certificate, Leadership
Northeastern University 1979 — 1985
Bachelor's of Science (B.S), Management Information Systems
Northeastern University 1979 — 1985
Associate of Science (A.S.), Electronic Data Processing
Newton South
US Department of Transportation (DOT) January 2001 - Present
FLEETBOSTON FINANCIAL 1997 - 2001
Information Systems Security Association 1999 - 2000
Fidelity Investments 1994 - 1997
STONE AND WEBSTER ENGINEERING CORPORATION 1991 - 1994
Skills
Public Policy, Community Outreach, Security Clearance, Project Delivery, PMO, SDLC, Process Improvement, Program Development, Software Project..., Business Process..., Information Technology, Information Assurance, Cyber-security, Government, Policy Analysis, Computer Security, Program Management, Information Security, Information Security..., Vulnerability Assessment, Security, Proposal Writing, Homeland Security, Defense, Risk Management, Leadership, National Security, Strategy, Risk Assessment, Emergency Management, IT Audit, FISMA
Education
UNITED STATES NONCOMMISSIONED OFFICER ACADEMY
Noncommissioned Officer Graduate Certificate, Leadership
Northeastern University 1979 — 1985
Bachelor's of Science (B.S), Management Information Systems
Northeastern University 1979 — 1985
Associate of Science (A.S.), Electronic Data Processing
Newton South
Corrina Herda's Fidelity Investments Experience August 2011 - June 2013
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - June 2013
Fidelity Investments April 2007 - August 2011
Fidelity Investments November 2006 - April 2007
Fidelity Investments December 2004 - November 2006
Fidelity Investments February 2004 - December 2004
Fidelity Investments September 2001 - February 2004
Fidelity Investments July 2000 - September 2001
Skills
Social Innovation, Six Sigma, Vendor Management, SDLC, Project Planning, Process Improvement, Business Analysis, Innovation Management, Program Management
Education
Northeastern University 2009 — 2016
Psychology
Fidelity Investments August 2011 - June 2013
Fidelity Investments April 2007 - August 2011
Fidelity Investments November 2006 - April 2007
Fidelity Investments December 2004 - November 2006
Fidelity Investments February 2004 - December 2004
Fidelity Investments September 2001 - February 2004
Fidelity Investments July 2000 - September 2001
Skills
Social Innovation, Six Sigma, Vendor Management, SDLC, Project Planning, Process Improvement, Business Analysis, Innovation Management, Program Management
Education
Northeastern University 2009 — 2016
Psychology
Greg Duggan's Fidelity Investments Experience January 1997 - Present
Job Vice President, Wealth Management Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 1997 - Present
Skills
Wealth Management, Investments, Portfolio Management, Mutual Funds, Financial Analysis, Risk Management, Financial Planning, Retirement Planning
Education
Northeastern University
Bachelor's degree, Management, General, Magna Cum Laude
Fidelity Investments January 1997 - Present
Skills
Wealth Management, Investments, Portfolio Management, Mutual Funds, Financial Analysis, Risk Management, Financial Planning, Retirement Planning
Education
Northeastern University
Bachelor's degree, Management, General, Magna Cum Laude
Eileen S. Catalano's Fidelity Investments Experience February 2012 - Present
Job Senior Business Analyst Consultant
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Fidelity Investments January 2008 - February 2012
Fidelity Investments February 2002 - January 2008
Fidelity Investments April 1999 - February 2002
Fidelity Investments October 1997 - April 1999
VIE DE FRANCE CORPORATION October 1996 - August 1997
Hughes Network Systems November 1995 - October 1996
Legal Sea Foods December 1994 - November 1995
Legal Sea Foods June 1992 - November 1995
Skills
Business Analysis, Project Management, Agile & Waterfall..., Financial Services, Process Improvement, Time Management, Priority Management, Microsoft Excel, Microsoft Word, Business Requirements
Education
Northeastern University
Master of Business Administration (MBA)
Bentley College
Certificate in Practical Accounting for Business
Northeastern University 1985 — 1990
Bachelors of Science
Fidelity Investments February 2012 - Present
Fidelity Investments January 2008 - February 2012
Fidelity Investments February 2002 - January 2008
Fidelity Investments April 1999 - February 2002
Fidelity Investments October 1997 - April 1999
VIE DE FRANCE CORPORATION October 1996 - August 1997
Hughes Network Systems November 1995 - October 1996
Legal Sea Foods December 1994 - November 1995
Legal Sea Foods June 1992 - November 1995
Skills
Business Analysis, Project Management, Agile & Waterfall..., Financial Services, Process Improvement, Time Management, Priority Management, Microsoft Excel, Microsoft Word, Business Requirements
Education
Northeastern University
Master of Business Administration (MBA)
Bentley College
Certificate in Practical Accounting for Business
Northeastern University 1985 — 1990
Bachelors of Science
Christopher Babcock's Fidelity Investments Experience March 1997 - June 2000
Job Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2000 - Present
Dreyfus January 2000 - December 2005
Fidelity Investments March 1997 - June 2000
Skills
Asset Management, Sales Process, Sales Presentations, Alternative Investments, Multi-channel Marketing, Product Marketing, Multi Boutique Asset..., Client Relations Skills, Manage Client..., Consultative Selling..., Relationship Management, Building Relationships, Financial Services, Mutual Funds, Investments, Series 63, Fixed Income, Equities, Series 7, Asset Allocation, Securities, Hedge Funds, Microsoft Excel
Education
Northeastern University 1993 — 1996
Bachelor of Science (BS)
BNY Mellon June 2000 - Present
Dreyfus January 2000 - December 2005
Fidelity Investments March 1997 - June 2000
Skills
Asset Management, Sales Process, Sales Presentations, Alternative Investments, Multi-channel Marketing, Product Marketing, Multi Boutique Asset..., Client Relations Skills, Manage Client..., Consultative Selling..., Relationship Management, Building Relationships, Financial Services, Mutual Funds, Investments, Series 63, Fixed Income, Equities, Series 7, Asset Allocation, Securities, Hedge Funds, Microsoft Excel
Education
Northeastern University 1993 — 1996
Bachelor of Science (BS)
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank