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
Fidelity Investments - Fidelity Institutional Wealth Services June 2006 - Present
Fidelity Investments - Fidelity Registered Investment Advisors Group January 2002 - June 2006
National Financial Services Corp.; Fidelity Investments February 1998 - January 2002
Fidelity Investments January 1996 - February 1998
Fidelity Investments - Fidelity Retail Marketing Group January 1994 - February 1996
Fidelity Investments February 1987 - January 1994
Pope John XXIII High School September 1985 - June 1986
Skills
National Sales..., New Client Acquisitions, Client Development, Client Satisfaction, Talent Development, Product Strategy, Product Management, Segment Strategy, Technology Product..., Organizational Design, Client Experience, E-Service Strategy, Clearance and Custody, Leadership, Start-up, Turn-around Situations, Growth Oriented, Talent Management, Strategic Planning, Management, Start-ups, Customer Experience, Customer Satisfaction, Relationship Management, Portfolio Management, Asset Management, FINRA, Strategy, Fixed Income, Series 63, Sales Operations, Investment Advisory, Mutual Funds, Trading, Asset Allocation, Wealth Management, Alternative Investments, Securities, Investments
Education
St. Francis Xavier University 1981 — 1985
Bachelor of Business Administration (BBA), Business Administration and Management, General
Northeastern University 1989 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
University of Pennsylvania - The Wharton School 2007 — 2007
Leadership Program
Thomson Reuters November 2009 - Present
AMF Systems, Inc. December 2005 - Present
BMC HealthNet Plan April 2008 - November 2009
McKesson Provider Technologies February 2007 - April 2008
Iron Mountain April 2005 - February 2007
LifeAccess.com September 2001 - January 2005
Northrop Grumman Aerospace Systems October 1997 - December 2000
Fidelity Investments 1995 - 1996
Skills
VMware, IIS, Active Directory, Windows Server, Enterprise Architecture, Scripting, System Architecture, Web Applications, Hardware Architecture, Application Architecture, SaaS, Release Management, Java, Perl, Puppet, System Monitoring, Agile Methodologies, ITIL, Data Center, Linux, Unix, Microsoft Exchange, SharePoint, Virtualization, Disaster Recovery, VMware ESX, Servers, Microsoft SQL Server, Apache
Education
Northeastern University 1988 — 1993
BSME Program, Mechanical Engineering
New Balance October 2007 - June 2012
Fidelity Investments May 2003 - October 2007
worldsteet 1998 - 2002
Skills
Software Documentation, Business Continuity, Storage, Disaster Recovery, IT Operations, HP, Databases, SharePoint, Servers, VMware, Data Center
Education
Northeastern University 1998 — 2013
UBS Global Asset Management December 2013 - Present
Fred Alger Management June 2012 - November 2013
Fidelity Investments May 2010 - November 2011
Morgan Stanley May 1995 - May 2010
Skills
Mutual Funds, Investments, Series 63, Asset Management, Series 7, Consultative Selling, Wealth Management, Separately Managed..., Managed Accounts, New Business Development, Sales Management, Team Building, Team Leadership, Closed-end Funds, Relationship Management, Sales Presentations, Sales & Marketing..., Public Speaking, Public Relations, Asset Managment, ETFs, Retirement Planning, Asset Allocation, Financial Services, Series 24, Investment Management, Alternative Investments, FINRA, Securities, Investment Strategies, Equities, Investment Advisory
Education
Northeastern University
BS, Journalism/Public Relations
Fidelity Investments August 2011 - Present
Monday hoops 2008 - 2013
Fidelity Investments August 2005 - August 2011
Veritude, Fidelity Investments April 2002 - August 2005
Summit Systems Consulting February 1999 - April 2002
Summit Technical Services June 1993 - February 1999
Education
College of Financial Planning 2012 — 2013
Chartered Retirement Planning CounselorSM
Syracuse University 1986 — 1990
Bachelors of Science, Communications
Northeastern University
MS, Corporate and Organizational Communication
Owner - Opidee Electric May 2014 - Present
Austin Preparatory School June 2009 - May 2014
Simmons College June 2007 - June 2009
Fidelity Investments 2002 - 2007
Skills
Owner, Opidee Electric,..., Licensed Master..., Licensed Construction..., Facilities Management, Schedules, Facilities Operations, Program Management, Supervising, Higher Education, Project Management
Education
Boston State College
BS Education, Health and Physical Education/Fitness
Northeastern University
Facilities Management Cert.
Optum at UnitedHealth Group February 2015 - Present
Fidelity Investments August 2014 - January 2015
Fidelity Investments September 2013 - August 2014
Fidelity Investments January 2013 - August 2013
Fidelity Investments October 2010 - December 2012
Fenway Sports Group July 2008 - December 2008
Skills
Microsoft Excel, Due Diligence, Financial Analysis, Financial Modeling, Fixed Income, Finance, Bloomberg, Derivatives, Financial Services, Financial Markets
Education
Northeastern University 2005 — 2010
Bachelor of Science (BS), Finance, General
Sabre Hospitality Solutions November 2013 - Present
PerkinElmer September 2012 - July 2013
Kronos, Inc July 2000 - July 2012
Fidelity Investments April 1998 - June 2000
Marcam Solutions 1992 - 1997
Skills
Quality Management, Software Quality..., Software Project..., Test Automation, SDLC, Quality Assurance, Process Improvement, Test Planning, Agile & Waterfall..., Certified Scrum Master, Certified Product Owner, Project Management, Requirements Analysis, J2EE Application..., Web-based Software..., SharePoint, DevTrack, Unix, Linux, SQL, Scrum, Agile Methodologies, Test Cases, Agile Project Management, Regression Testing, Testing, Manual Testing, System Testing, User Acceptance Testing, Agile Testing, Web Applications, Microsoft SQL Server, Waterfall, Software Development, Software Engineering, Enterprise Software, Test Strategy, XML, Quality Center, Performance Testing, Test Management, QTP, Software Quality, Integration, Requirements Gathering, LoadRunner, Oracle, JIRA, JUnit, Databases
Education
Middletown High
Northeastern University
Fidelity Investments February 2015 - Present
Fidelity Investments March 2014 - February 2015
Fidelity Investments July 2013 - March 2014
SAI Global January 2012 - July 2013
Wayfair January 2011 - June 2011
Commonwealth Financial Network May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Editing, Quality Assurance, Customer Service, Finance, Equities, Mutual Funds, Financial Services, Photoshop, Spanish, Customer Satisfaction, Series 7, Trading, Sales
Education
Northeastern University 2008 — 2012
Bachelor of Science (B.S.), Economics
Fidelity Investments 2015 - Present
RSA, The Security Division of EMC March 2014 - April 2015
SunGard Financial Systems April 2011 - March 2014
Bank of America August 2010 - April 2011
SunGard Financial Systems May 2007 - November 2009
Skills
SQL, Java, Unix, Microsoft SQL Server, VBScript, HTML, COBOL, C++, Solaris, Shell Scripting, Weblogic, Oracle, SDLC, Perl, Disaster Recovery, Agile Methodologies, Websphere, Tomcat, IIS, Unix Shell Scripting, Databases, Web Services, Testing
Education
Northeastern University
Master's Degree, Information Technology
CIGNA 2013 - Present
Marketing & Market Research 2012 - 2012
Prudential Financial 1996 - 2011
Invesco 1996 - 1996
Fidelity Investments 1990 - 1995
Bain & Company 1984 - 1990
Skills
Brand Development, Customer Experience, Product Development, New Business Development, Market Research, Segmentation, Fixed Annuities, Strategy, Analytics, Business Planning, Database Marketing, Vendor Management, Retirement, Thought Leadership, Change Management, Relational Databases, Business Strategy, Marketing Strategy, Program Management, Mergers & Acquisitions, Product Management, Leadership, E-commerce, Cross-functional Team..., Healthcare Management, Financial Services, Marketing, Investments, Competitive Analysis, Insurance, Mutual Funds, Marketing Research, Consulting, Sales, Team Building, Strategic Communications, Budgets, Executive Management
Education
Northeastern University
Bachelor of Science, Economics
Syracuse University - Maxwell School of Citizenship and Public Affairs
Master of Science, Economics
Weston Shooters Club, LLC March 2014 - Present
Cricket Realty Holdings June 2009 - Present
Sterling Hair Care January 2009 - Present
Cummings Properties October 2008 - December 2009
United States Marine Corps May 2005 - May 2009
Fidelity Investments May 2007 - September 2008
Education
United States Marine Corps 2005 — 2009
Northeastern University 2001 — 2005
BS, Economics
Harpers Payroll Services March 2011 - Present
Fidelity Investments November 1987 - December 2009
Skills
Quality Assurance, Payroll, Business Analysis, Start-ups, Process Improvement, Customer Service, ADP Payroll, Oracle, Microsoft Excel, Vendor Management, Customer Satisfaction
Education
Northeastern University 1994 — 1998
N/A, Business
Real Estate Investor April 2015 - Present
Self-employed August 2002 - April 2014
Fidelity Investments 1998 - 2000
American Express 1996 - 1998
Skills
Wine Tasting, Wine, Restaurant Reviews, Party Planning, Hosting Events, Beer, Marketing Strategy, Strategy, Catering, Brand Development, Fine Dining, Restaurant Management, Food & Beverage, Parties, Food, Restaurants, Event Management, Sales, Hospitality, Strategic Planning
Education
Northeastern University 1981 — 1984
Bachelor of Science (B.S.), Accounting
Percolate Inc. December 2014 - September 2015
Duo Security April 2013 - June 2014
Fidelity Investments January 2011 - April 2013
Fidelity Investments February 2008 - January 2011
Snell Library at Northeastern University September 2007 - December 2007
Smyth Road School January 2007 - March 2007
Skills
Litigation Support, Litigation, Financial Services, Research, Social Media, Interviews, Management, Cross-functional Team..., Strategy, Outlook, Leadership, Public Speaking, Training
Education
University of New Hampshire 2003 — 2007
BA, Psychology, English
Northeastern University
Counseling Therapy.
Fidelity Investments March 2013 - Present
Brown Brothers Harriman May 2011 - March 2013
Brown Brothers Harriman November 2005 - May 2011
State Street Bank 1998 - 2005
Skills
Business Analysis, Project Management, Requirements Analysis, Program Management, Process Improvement, Microsoft Office, Team Leadership, Systems Analysis, Software Implementation, Testing, Analysis
Education
Northeastern University 1994 — 1997
Bachelor of Science (B.S.), Criminal Justice
RBS Citizens November 2011 - Present
Fidelity Investments October 1999 - Present
Citizens Bank November 2011 - June 2013
RBS 2011 - 2012
Fidelity Investments July 2010 - November 2011
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES (FIIS) January 1999 - November 2011
Fidelity Investments October 1999 - December 2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES (FIIS) January 1999 - January 2008
Fidelity Investments 1999 - 2008
Fidelity Investments October 1999 - December 2001
Skills
Process Improvement, Agile Methodologies, DB2, SharePoint, Unix, SQL, Project Management, Business Analysis, Systems Analysis, Troubleshooting, MS Project, Software Documentation, Microsoft SQL Server, Testing, Databases, PMP, Analysis, Access, Security, Cross-functional Team..., SDLC, Disaster Recovery, Risk Management, Vendor Management, Integration, Requirements Analysis, Management, Leadership, Visio, Information Technology, Banking, Requirements Gathering, Financial Services, CRM, Program Management, Infrastructure, Software Project..., IT Strategy, Enterprise Architecture, Business Process..., Change Management
Education
NORTHEASTERN UNIVERSITY 1988 — 1994
Bachelor of Science, Electrical Engineering
NORTHEASTERN UNIVERSITY 1988 — 1993
Bachelor of Science, Electrical Engineering
Northeastern University 1988 — 1993
BSEE, Electrical Engineering
Explorica February 2002 - Present
eLogic Corporation (Division of Reed Business Information) May 1999 - October 2001
Reed Business Information 1997 - 1999
Fidelity Investments 1997 - 1997
John Hancock Financial Services 1992 - 1997
Skills
XML, SQL, .NET, Databases, JavaScript, C#, MySQL, RDBMS, Agile Methodologies, Project Management, Software Development..., SOAP, Scrum, Enterprise Software, Sybase, SDLC, Web Development, Software Design, Responsive Web Design, Team Management, Team Leadership, Microsoft SQL Server
Education
Northeastern University
MaritzCX February 2015 - Present
Fidelity Investments October 2007 - February 2015
City of Nashua, New Hampshire March 1996 - April 1998
New Hampshire Housing Finance Authority August 1989 - January 1996
Skills
Team Leadership, customer experience, Project Management, Business Analysis, Team Management, Collaborative Problem..., phone center operations, Compliance Management, Leading Change, Data Modeling, Data Analysis, PMP, Financial Services, Customer Engagement, Training Facilitation, Change Management, Strategic Policy..., Business Process..., Market Research, customer loyalty, Medallia, public policy, community development, Housing Development, Federal & State..., Program Management, Leadership, Employee Engagement, Grant Administration, Outside Sales, Sales & Marketing
Education
University of Nebraska-Lincoln 2011 — 2015
MBA, Business Administration and Management
Southern NH University 2012 — 2012
Project Management Certificate, Project Management
Northeastern University
Master of Arts (MA), Economics/Economic Development
Without A Hitch Boston June 2014 - Present
Fidelity Investments January 2015 - June 2015
Eaton Vance January 2014 - July 2014
Without A Hitch Boston September 2013 - June 2014
Harvard Medical School January 2013 - July 2013
American Lung Association of the Northeast May 2012 - September 2012
Rizzuto's Wood - Fired Kitchen & Bar May 2012 - September 2012
The Children's Museum June 2009 - August 2011
Skills
Public Speaking, Social Media, Event Planning, Fundraising, Volunteer Management, Community Outreach, PowerPoint, Non-profits, Event Management, Customer Service, Microsoft Office, Editing, Microsoft Word, Microsoft Excel, Research, Social Networking, Facebook, Press Releases, Public Relations, Pro Tools, Cpr Certified, Outlook, Nonprofits, Teaching, Leadership, Blogging, Media Relations, Marketing
Education
Northeastern University 2011 — 2016
Bachelor of Arts (BA), Communication Studies, Business Administration and Media Relations Minors, 3.67
Farmington High School 2007 — 2011
Morgan Stanley September 2013 - Present
Charles River Development May 2012 - September 2013
Fidelity Investments July 2009 - April 2012
Thomson Reuters June 2008 - August 2008
EMC May 2007 - December 2007
Skills
Business Analysis, Data Analysis, Data Warehousing, Business Intelligence, Requirements Analysis, Requirements Gathering, Requirements..., User Acceptance Testing, System Integration..., Netezza, Informatica, UML, Visio, Business Process..., Business Objects, C++, Agile, BPMN, SQL, User Interface Design, Perl, Product Management, Functional..., Business Case, Business Requirements, C#, ETL, SharePoint, Charles River IMS, Agile Methodologies, SDLC, Systems Analysis, Managed Services
Education
Northeastern University 2006 — 2009
Master of Science (M.S.), Computer Science
University of Mumbai 2002 — 2006
Bachelor of Engineering (B.E.), Information Technology
401(k) Marketing June 2014 - Present
LPL Financial August 2011 - June 2014
LPL Financial June 2010 - August 2011
Guardian Investment Services September 2008 - August 2010
Northwestern Mutual January 2007 - September 2008
Fidelity Investments 2006 - 2007
Skills
Retirement Planning, Retirement, Investments, Strategic Financial..., 401k, Mutual Funds, Portfolio Management, Asset Allocation, ERISA, Strategic Consulting, Wealth Management, Investment Advisory, Estate Planning, Defined Benefit, Investment Strategies
Education
Northeastern University
Economics, Economics
Pomfret School
Merrill Lynch April 2014 - Present
Mark Kanouse, Certified Public Accountant January 2013 - April 2014
Morgan Stanley Smith Barney April 2012 - September 2012
RegentAtlantic Capital, LLC September 2011 - December 2011
Fidelity Investments August 2010 - September 2011
Fidelity Investments June 2008 - August 2010
Plymouth Rock Assurance January 2006 - July 2006
Skills
Mutual Funds, Series 7, Investments, Retirement Planning, Outlook, Asset Allocation, Microsoft Office, Wealth Management, Fixed Income, Investment Strategies, Equities, Morningstar, ETFs, Financial Planning, Financial Analysis, Leadership, Insurance, IRAs, College Planning, Annuties, Money Guide Pro, Blogging, Writing Skills, Seminar Presentation, Equity Research, Internet, Siebel CRM, Microsoft Windows 8, Microsoft Windows 7, Microsoft Vista, Microsoft CRM, Series 66, Licensed Life Insurance..., QuickBooks, Cash Flow, Equity Trading, Charitable Trusts, GRATs, Tax Harvesting, Equity Research Analysis, Money Managers, Wealth Outlook, Salesforce.com, Employee Stock Options, Tax-advantaged..., Separately Managed...
Education
Northeastern University 2005 — 2008
B.S., Finance and Marketing
Fairleigh Dickenson University 2009 — 2010
CFP Certification, Financial Planning
University of Maryland College Park 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Wells Fargo Bank April 2007 - Present
Fidelity Investments 2004 - April 2007
National Financial 2003 - 2004
Fidelity Investments 2000 - 2003
Skills
Event Management, Corporate Events, Leadership, Management, Meeting Planning, Marketing Communications, Marketing Strategy, Budgets, Event Planning, Hospitality, Marketing, Sales, Trade Shows, Social Media Marketing, Public Relations, Hospitality Management
Education
Rhode Island College 1987 — 1990
BA, Mass Communications
Northeastern University
Certificate in Meeting Management
RelayRides January 2015 - June 2015
NU Entrepreneurs Club July 2014 - December 2014
Fidelity Investments January 2014 - July 2014
Nextgen Realty May 2013 - July 2014
DeMoulas Market Basket December 2010 - May 2013
Skills
Microsoft Excel, PowerPoint, Leadership, Microsoft Office, Market Research, Sales, Microsoft Word, Bloomberg, Social Media Marketing, Social Networking, Outlook, Real Estate, MySQL, Data Analysis, Google Analytics, Google Adwords, Social Media, Teamwork, Customer Service, Public Speaking
Education
Northeastern University 2012 — 2017
Bachelor’s Degree
Methuen High School 2009 — 2012
High School
Philips North America November 2012 - Present
UNH Cooperative Extension 1997 - Present
Philips North America November 2012 - April 2015
Philips North America January 2011 - December 2013
Philips 2008 - 2011
Adecco Group 2004 - 2008
Fidelity Investments 2002 - 2003
Fidelity Investments 2000 - 2002
Ocean Properties 1998 - 2000
Marriott International 1997 - 1999
Skills
Onboarding, Program Facilitation, Diversity Program..., Leadership Studies, Leadership Development, Community Outreach, Community Support, Volunteer Management, Volunteering, AAP, Oral & Written..., Planning & Execution of..., Vendor Management..., Inclusion, Data Management, HRIS, PeopleSoft, Human Resources, Driving Results, Team Facilitation, Idea Generation, Taleo, Applicant Tracking..., Program Management, Talent Management, Cross-functional Team..., Management, Strategy, Communication, Deferred Compensation, Workforce Planning, Employer Branding
Education
AMA - MBTI Class 2011 — 2011
Myers-Briggs Type Indicator Certified Type I and Type II
Northeastern University
Bachelor's degree (current), Leadership
Exeter Area High School 1991 — 1996
Burdett School (Now part of Back Bay) 1996 — 1997
Associate's Degree, Fashion Merchandising & Management
BNY Mellon Asset Servicing July 2011 - May 2014
BNY Mellon Asset Servicing March 2000 - July 2011
First Data Investor Services Group September 1994 - March 2000
Fidelity Investments June 1983 - July 1994
Skills
Back Office, Process Improvement, Compliance, Operations Management, Resource Management, Client Relations Skills, Federal & State..., Cost Saving Projects, Risk Management, Management, Securities, Blue Sky, Financial Services, Insurance, Mutual Funds, Project Management, Asset Management, Leadership, Vendor Management, Investments
Education
Northeastern University
Associate of Science (AS), Human Resources Management and Services
Limelight Networks January 2015 - Present
VMware January 2012 - December 2014
Northeastern University September 2009 - December 2011
VMware May 2011 - August 2011
Fidelity Investments June 2010 - December 2010
Projects done during Masters and Bachelor's degree September 2009 - December 2010
Skills
AJAX, Eclipse, JavaScript, MySQL, XML, C#, CSS, jQuery, PHP, Web Applications, OOP, Java, HTML 5, ASP.NET, Web Development, MVC, Apache, UML, SQL, Distributed Systems, Ext JS, REST, Java Enterprise Edition
Education
Northeastern University 2009 — 2011
MS, Computer Science
Walchand College of Engineering, Sangli [Shivaji University] 2005 — 2009
BE, Compuer Science
Fidelity Investments July 2014 - Present
Fidelity Investments July 2013 - June 2014
Fidelity Investments February 2012 - June 2013
Fidelity Investments July 2010 - January 2012
Fidelity Investments July 2008 - June 2010
Fidelity Investments July 2006 - June 2008
Fidelity Investments October 2005 - June 2006
Skills
Defined Benefit, Data Management, Web Development, Retirement, Pensions, Application Architecture, Software Engineering, Databases, Financial Analysis, Software Development, Actuarial Science, Business Analysis, SQL, Microsoft Excel
Education
Northeastern University 2011 — 2013
Master of Science (M.S.), Computer Systems Engineering
Stonehill College 2001 — 2005
Bachelor of Arts (B.A.), Mathematics and Computer Science
Fidelity Investments January 2014 - Present
Northeastern University January 2012 - Present
ISSI,Northeastern University May 2012 - December 2013
Dell January 2013 - August 2013
Infosys June 2009 - November 2011
Skills
Core Java, J2EE, JSP, Java, Java Enterprise Edition, Eclipse, PL/SQL, JavaScript, SQL, Oracle Discoverer 10g, Omniture, Web Analytics, Data Mining, Database Design, Databases, Hibernate, JDBC, BPMN, Business Process, Gap Analysis, Requirements Gathering, Visio, Pencil
Education
Northeastern University 2012 — 2013
Master of Science, Information Systems
Mody Institute Of Technology and Sciences 2005 — 2009
Bachelor of Technology, Computer Science
Fidelity Investments July 2014 - Present
Thing5 January 2012 - July 2014
Village Fertility Pharmacy March 2011 - January 2012
SimplexGrinnell May 1999 - March 2011
Skills
Human Resource Certified, Workforce Management, Workforce Development, Call Routing, Staff Management, Call Processing, Budget Management, Budget Analysis, Capital Budgeting, ROI development, ROI Accountability, Staff Retention, Customer Retention, Leadership Mentoring, Avaya, Business Analytics, Trend Analysis, aux code compliance, Change Management, Customer Service, Asset Management, Cost Reduction, Cost Analysis, Cost Savings, Cost Containment, Human Resources, Asset Managment, Return on Investment, Time Management, Team Building, Budgets, Call Centers, Contact Center..., Coaching, Contact Centers, Employee Relations, Operations Management, Hiring, ROMI, Cost Accounting, Vendor Management, Process Scheduler, Customer Satisfaction, Management, Telephony, Team Leadership, Outsourcing, Forecasting, Training, P&L Management
Education
Northeastern University
SHRM HR Certificate, Human Resource
University of Phoenix
Communication, General
Insource Services, Inc. January 2014 - Present
Myriant Corporation March 2012 - January 2014
Devonshire Investors (a Fidelity Investments Company) September 2010 - December 2011
Sebastians Catering (a Fidelity Investments Company) December 2009 - July 2011
Veritude (a Fidelity Investments company) March 2006 - December 2009
Seaport Companies (a Fidelity Investments company) 2002 - 2007
Fidelity Investments 2000 - 2002
Skills
Interviewing, Hospitality, Non-profits, Employee Relations, College Recruiting, Performance Management, Benefits, Talent Acquisition, Onboarding, Hiring, Full-cycle Recruiting, Benefits Administration, Sourcing, Workforce Planning, Applicant Tracking..., Customer Relations, Call Center, Employee Engagement, Recruitment/Retention, Coaching, HR Policies, HR Strategy, HR Consulting, Personnel Management, Talent Management, Temporary Staffing, Employee Benefits, Contract Recruitment, Recruiting
Education
Northeastern University 1985 — 1990
BS, Criminal Justice
Suffolk University
MS, Criminal Justice
BNY Mellon August 2013 - Present
BNY Mellon December 2010 - October 2013
Boston Financial Investment Management July 2009 - December 2009
BNY Standish Mellon Asset Management July 2008 - December 2008
Fidelity Investments July 2007 - December 2007
Skills
Accounting, Derivatives, Portfolio Management, Financial Analysis, Fund Accounting, Financial Modeling, Financial Reporting, Microsoft Excel
Education
Northeastern University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
University of Massachusetts, Amherst 2004 — 2005
BNY Mellon June 2008 - Present
Fidelity Investments March 1999 - June 2007
NEBS 1991 - 1999
Skills
Software Development, Program Management, Project Management, Disaster Recovery, IT Strategy, IT Management, Production Support, SDLC, Management, Databases, DB2, Resource Management, Leadership, Change Management, Unix, Business Analysis, Software Project..., Requirements Analysis
Education
Northeastern University
Bachelor of Science (BS), Accounting and Business/Management
Andover High School
Marcoccio Associates October 2010 - Present
Deloitte October 2006 - September 2010
Gustin Partners January 2005 - September 2006
Fidelity Investments December 2001 - January 2005
Virtusa February 2000 - April 2002
Gartner Group May 1997 - April 2000
Hewlett-Packard 1987 - 1997
Simplex/NUSC/Gould 1982 - 1987
Roger Williams University 1982 - 1987
Skills
IT Strategy, Business Intelligence, Enterprise Software, Management Consulting, Enterprise Architecture, CRM, Management, Vendor Management, Cloud Computing, SaaS, IT Management, Governance, Business Analysis, Analytics, Project Portfolio..., Agile Methodologies, Software Development, IT Service Management, SDLC, Consulting Techniques, Writing, Research, Executive Coaching, Emerging Technologies, New Business Development, Organizational Design, Product Marketing, Mentoring, Talent Management, IT Outsourcing, IT Operations, IT Methodologies, ITIL, Presentor, Procurement, Information Architecture, Content Management, International Business, M&A due diligence, Offshore Software..., Organizational Structure, IBM/HP/Apple/Fujitsu/EMC..., Social Networking, Engineering Management, Data Analyst, Digital and Traditional..., Sales, Big Data, Transformation, Business Strategy
Education
Northeastern University
Courses, Management, Technical Writing, Teaming and Matrix Structures
Practical Experience
Rhode Island College
BSME
Roger Williams College
Engineering
Fidelity Investments November 2010 - Present
Northland Investment Corporation September 2008 - July 2010
Mystic Marriott Hotel & Spa April 2007 - September 2008
Adecco October 2005 - April 2007
Education
Northeastern University 2001 — 2005
Fidelity Investments August 1996 - Present
Motorola November 1983 - April 1992
Norwood, MA November 1979 - November 1982
Skills
SDLC, Vendor Management, Disaster Recovery, Data Center, Visio, Unix, Requirements Analysis, Solaris, Cloud Computing, Business Analysis, Project Management, Agile Methodologies, Cisco Technologies, Telecommunications, TCP/IP, ITIL, Enterprise Architecture, Integration, IT Strategy, IT Management, IT Operations
Education
Northeastern University 1983 — 1986
Worcester Polytechnic Institute
Fidelity Investments August 2000 - Present
Education
Northeastern University 1991 — 1996
Fidelity Investments July 2011 - September 2013
Fidelity Investments November 2006 - September 2013
Fidelity Investments: Fidelity Family Office Services 2006 - September 2013
Fidelity Investments January 2006 - December 2006
Gillette May 1999 - June 2001
Skills
Agile Methodologies, Analysis, Business Analysis, Data Warehousing, Financial Services, Portfolio Management, SDLC, Vendor Management
Education
University of Massachusetts Boston 1996 — 2001
BS, Computer Science and MIS
Northeastern University
MBA, Masters of Business Administration
Fidelity Investments September 2015 - Present
Fidelity Investments March 2010 - September 2015
Fidelity Investments October 2005 - February 2009
Strata Bank October 2003 - October 2005
Domestic Bank August 2002 - June 2003
Medford Bank 1999 - 2002
Skills
Marketing Communications, Advertising, Marketing, Graphic Design, Project Management, Business Development, Blogging, Photography, Team Building, Editing, Research, Microsoft Excel, Process Improvement, Time Management, Direct Mail, Email Marketing, Direct Marketing, Teamwork, Marketing Strategy, Corporate Identity, Newsletters, Adobe Creative Suite, Strategic Planning
Education
Northeastern University 1991 — 1996
B.S., Communications
Pragmatics, Inc. October 2014 - Present
Fidelity Investments April 2011 - September 2014
Fidelity Investments June 2009 - December 2009
Digite Infotech July 2007 - December 2008
Skills
Spring, Software Development, JSP, Java, Servlets, Hibernate, Tomcat, REST, JUnit, Java Enterprise Edition, PL/SQL, Oracle
Education
Northeastern University 2009 — 2010
Masters, Information Systems
University of Mumbai 2002 — 2007
MediaMath December 2014 - Present
Railway Games LLC January 2013 - Present
Fidelity Investments March 2004 - December 2014
PMCC 2001 - 2004
WizeTools 2000 - 2000
Skills
clojure, Java, PHP, MongoDB, JavaScript, eclipse rcp, jQuery, ios, Android, OpenGL ES, Cucumber, Eclipse, Git, Agile Methodologies, Linux, Design Patterns, iOS, OOP, Clojure, SQL, MySQL
Education
Northeastern University 1997 — 2002
BS, Computer Science
Raytheon July 2011 - Present
Raytheon 2008 - April 2012
Fidelity Investments 2007 - 2007
Fidelity Investments 1997 - 2007
Aspect Development 1994 - 1997
Raytheon January 1987 - January 1994
Skills
Agile Methodologies, Integration, Requirements Analysis, SDLC, Software Development, Cloud Computing, Program Management, Project Planning, Enterprise Architecture, Unix, IT Management, Project Management, Java, Software Project..., IT Strategy, System Architecture, Scrum, SOA, Testing, PMP, Software Engineering, CMMI, Systems Engineering, Enterprise Software, Agile Project Management, Enterprise Mobility
Education
Northeastern University 1982 — 1987
Fidelity Investments February 2003 - September 2012
eFORCE September 2002 - December 2002
Context Integration October 1999 - August 2002
Skills
Management, Business Analysis, Requirements Gathering, Agile Methodologies, Requirements Analysis, Software Project..., SDLC, Leadership, Vendor Management, Java Enterprise Edition, SOA, Enterprise Architecture, XML
Education
Northeastern University 1997 — 1999
MS, Information Systems
Villanova University 1991 — 1995
BS, Finance
Low Profile Security Services September 2012 - Present
Fidelity Investments July 2002 - February 2012
Saunders Hotel Group August 1990 - August 2000
Skills
Executive Protection, Security, Event Management, Corporate Security, Physical Security, Security Management, Security Operations, Private Investigations, Firearms, Security Audits, Strategic Planning, Protection, Training, Access Control, Leadership, Surveillance, Asset Protection, Crisis Management, CCTV, Investigation, Business Continuity, Background Checks
Education
Northeastern University 1985 — 1992
Bachelor of Science (BS), Criminal Justice
Norwalk High School Norwalk, CT
Draper Laboratory April 2004 - Present
Bluefox Technologies January 2001 - November 2003
Fidelity Investments August 1995 - September 2000
Wang Labs 1992 - 1995
Education
Tufts University 2008 — 2010
MSEM, Engineering Management
Northeastern University 1994 — 1999
Master's of Science, Electrical Engineering
Tufts University 1988 — 1992
Bachelor's of Science, Electrical Engineering
Fidelity Investments October 2012 - Present
Fidelity Investments August 2005 - October 2012
Education
Northeastern University 1986 — 1991
Fidelity Investments May 2015 - Present
Fidelity Investments August 2011 - Present
Fidelity Investments February 2009 - August 2011
Fidelity Investments January 2007 - January 2009
Fidelity Investments January 1997 - December 2006
Education
Northeastern University 1981 — 1986
Fidelity Investments September 2014 - Present
Fidelity Investments January 2012 - September 2014
BNY Mellon Asset Management January 2006 - January 2012
BNY Mellon Asset Management July 2007 - December 2008
Mellon Financial January 2006 - July 2007
Parker Hannifin January 2003 - January 2006
Skills
Series 7, Due Diligence, Relationship Management, Mutual Funds, Brokerage, Asset Management, Management, Strategy, Pricing Strategy, Six Sigma, Contract Negotiation, CRM databases, Client Relations Skills, Presenting to Clients, Mergers & Acquisitions, Capital Projects, Valuation, Securities, Broker-Dealer, Broker-Dealer Operations, Series 63
Education
Northeastern University 2011 — 2013
MBA, Investment Management
BNY Mellon - Leadership Program 2010 — 2010
Management
Villanova University 2008 — 2008
Six Sigma - Green Belt, Financial Services
University of Michigan 1998 — 2001
Bachelor of Arts, Finance
Santander Bank, N.A. October 2014 - Present
Sun Life Financial May 2011 - October 2013
Fidelity Investments June 2010 - May 2011
Liberty Mutual Investments January 2007 - March 2011
PricewaterhouseCoopers September 2003 - December 2006
Manulife Financial February 1999 - September 2003
Skills
Internal Audit, Risk Assessment, Financial Analysis, Sarbanes-Oxley Act, Insurance, Accounting, Financial Risk, Business Analysis, Auditing, Management Consulting, Financial Services, Financial Reporting, SAS70, Analysis, Internal Controls, Risk Management, Sarbanes-Oxley, Enterprise Risk...
Education
Northeastern University 2014 — 2017
Master of Business Administration (MBA)
Northeastern University 2000 — 2003
Bachelors of Science, Economics
Northeastern University
Certificate, Accounting
PNC Global Investment Servicing 2000 - Present
PFPC January 1998 - Present
Yardi 2012 - 2013
BNY Mellon 1998 - 2011
PFPC January 1998 - February 2000
PFPC formerly First Data Investor Services Group 1998 - 2000
Fidelity Investments May 1996 - January 1998
Allmerica Financial June 1993 - May 1996
Skills
Testing, Analysis, SDLC, Requirements Gathering, IT Management, Business Analysis, User Acceptance Testing, Business Requirements, Troubleshooting, VSAM, PMP, Management, Software Project..., SQL, Visio, Software Development, COBOL, XML, Agile Methodologies, Requirements Analysis, Software Documentation
Education
Northeastern University 1997 — 2008
Fidelity Investments Vice President of InfrastructureRoyal Bank of Scotland2013 - Present
Converse June 1988 - June 1998
Tyco Fire & Security April 1986 - June 1988
GTE November 1981 - July 1986
Education
Northeastern University 1983 — 1989
Fidelity Investments - National Financial September 2012 - Present
Fidelity Investments 1995 - September 2012
TJX November 2002 - June 2004
Zurich Scudder Investments 2000 - 2001
Fidelity Investments 1994 - 1995
First Data Corporation 1993 - 1994
MIT Lincoln Laboratory 1985 - 1994
Skills
Business Analysis, Visio, Vendor Management, Process Improvement, Data Analysis, Access, Financial Services, Systems Analysis, MS Project, Project Management, Requirements Analysis, SQL, VSAM, B2B software
Education
Northeastern University
BSBA, Finance
Fresenius Medical Care January 2012 - June 2015
State Street Bank & Trust Co. May 2010 - December 2011
Fidelity Investments May 2004 - December 2008
Skills
QC Tools, SQL, Agile Methodologies, Software Quality..., QTP, Test Automation, Mobile Testing, VMware, Citrix, Windows XP, SharePoint, Test Planning, Test Strategy, Multiple Project..., User Acceptance Testing, End User Training, Software Business..., XML, SDLC, Project Management, Business Analysis, Java, Requirements Analysis, Microsoft SQL Server, Software Development, Microsoft Office, Software Project..., HP Quality Center, Testing, Databases, Regression Testing, Manual Testing, Integration, Quality Assurance, Business Requirements, Test Cases, Integration Testing, Scrum
Education
Northeastern University 1994 — 1999
Management Information Systems, General
Fidelity Investments July 2006 - March 2008
United States Marshals Service 1980 - 2006
Skills
Surveillance, Executive Protection, Security Management, Private Investigations, Corporate Security, Security Operations, Enforcement, Police, Firearms, Protection, Background Checks, Criminal Justice, Physical Security, Emergency Management, Investigation, Homeland Security, Security Audits, Criminal Investigations, Fraud, Crisis Management, Counterterrorism, Access Control
Education
Northeastern University
B.S, Criminal Justice
Pythia Consulting, Inc. January 2009 - Present
Boston College October 2008 - Present
Fidelity Investments April 2008 - September 2008
FM Global November 2007 - April 2008
Boston College November 2006 - December 2007
PHARMetrics, A Unit of IMS August 2005 - October 2006
Fidelity Investments November 2004 - June 2005
Starwood Hotels & Resorts Worldwide, Inc. June 2004 - October 2004
Fidelity Investments September 2003 - February 2004
The Shaw Group February 2002 - September 2003
Skills
Data Warehousing, PL/SQL, ETL, Databases, Database Design, Oracle, Testing
Education
The University of Connecticut 1973 — 1977
Bachelor of Arts (B.A.), English
Northeastern University
Bachelor of Science (B.S.), Electrical Engineering
Fidelity Investments December 2013 - June 2014
Fidelity Investments July 2012 - December 2013
Fidelity Investments March 2011 - July 2012
Fidelity Investments October 2010 - March 2011
MetLife 2010 - 2010
State Street Bank 2007 - 2008
Brown Brothers Harriman 2007 - 2007
Skills
Bloomberg, Fixed Income, Portfolio Management, Securities, Mutual Funds, Finance
Education
Northeastern University 2008 — 2010
Ms, Leadership
University of Massachusetts Boston 2001 — 2006
Bachelor of Science (B.S.), Economics
Red Hat May 2014 - Present
Ricoh Business Solutions August 2009 - May 2014
Ricoh Business Systems 2007 - 2009
Fidelity Investments June 2005 - June 2006
Standard & Poor's June 2003 - April 2005
Fidelity Investments 2002 - 2002
John Hancock Life Insurance Company (U.S.A.) 1999 - 2002
Investors Bank & Trust 1998 - 1999
Skills
Document Management, Virtualization, Microsoft SQL Server, Active Directory, System Administration, Vendor Management, Business Analysis, Networking, VoIP, Salesforce.com, Business Process, Cloud Computing, Managed Services, Disaster Recovery, Technical Support, Professional Services, Servers, Cross-functional Team..., SaaS, XP, Solution Selling, Enterprise Software, Microsoft Exchange, Testing, Training, Data Center, Hardware, Troubleshooting, Software Installation, Windows Server, Integration, IT Management, VMware, IT Strategy, Enterprise Architecture, VMware ESX, Quality Assurance, IT Operations, Network Administration, DNS, Sales Process, Requirements Analysis, Pre-sales, Operating Systems, Microsoft Certified..., Security, Visio, Cisco Technologies, IT Service Management, Project Management
Education
Northeastern University
MIS
Fidelity Investments 1999 - Present
Skills
PowerPoint, Customer Service, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, PeopleSoft, Event Planning, Human Resources, Process Improvement, Leadership, Management, Time Management, Event Management, Research, Budgets
Education
Gibbs School 1991 — 1992
Associates
Northeastern University
The Boston Consulting Group October 2014 - Present
The Boston Consulting Group August 2012 - October 2014
The Boston Consulting Group July 2010 - August 2012
Fidelity Investments June 2009 - June 2010
Lexington Insurance July 2008 - December 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Valuation, Accounting, Financial Accounting, Microsoft Excel, Corporate Finance, Data Analysis, Analysis, Investments, Finance, PowerPoint, Strategic Financial..., Microsoft Office, Economics, Business Strategy, Forecasting, Due Diligence
Education
Northeastern University 2007 — 2011
BSBA, Finance, Accounting
Beacon Trust Company January 2012 - Present
Fidelity Investments June 1990 - December 2011
Skills
Tax, Financial Reporting, Strategic Financial..., Accounting, Auditing
Education
Northeastern University 1979 — 1984
BS, Accounting
Fidelity Investments SR QA EngineerFidelity Investments1995 - 2011
Fidelity Investments 1995 - 2011
Retired and enjoying time to pursue personal interests and family 1989 - 1995
Retired and enjoying time to pursue personal interests and family 1989 - 1995
Education
Northeastern University
Bachelor's degree, Computer Science
Fidelity Investments September 1993 - Present
Fidelity Investments 1993 - 2008
Education
Northeastern University 1990 — 1991
MS, Information Systems
Raytheon September 2013 - Present
Liberty Mutual Insurance August 2007 - September 2013
Fidelity Investments 1996 - 2007
Biogen May 2004 - February 2006
Interactive Data 1984 - 1996
Skills
Procurement, Strategic Sourcing, IT Procurement, Contract Negotiation, IT contract negotiation, Cross-functional Team..., Management, Sourcing
Education
Nasson College 1978 — 1982
BS, Environmental Science
Northeastern University
Stevens High School
Fidelity Investments 1991 - Present
John Hancock 1980 - 1991
Skills
SDLC, Software Project..., Software Development, Requirements Analysis, SQL, Requirements Gathering, Unix, XML
Education
Northeastern University
BSBA, Management Information Systems
Syracuse University
Fine Arts
Ursuline Academy
Dedham, MA
Cynosure, Inc. December 2013 - Present
M/A-COM Technology Solutions April 2011 - May 2013
PAREXEL October 2008 - July 2010
Vectron International April 2005 - October 2008
Fidelity Investments September 2004 - April 2005
Celestica 2002 - 2004
Progress Software 1997 - 2000
Millipore 1990 - 1995
Skills
Employee Relations, Analysis, Human Resources, HRIS, Employee Benefits, Payroll, Performance Management, Management, New Hire Orientations, Talent Acquisition, Onboarding, Training
Education
Northeastern University
BSBA, Human Resource Management
F5 Networks Lowell MA October 2012 - Present
Fidelity Investments February 1996 - June 2012
Fidelity Investments January 2007 - January 2012
Fidelity Investments January 2000 - January 2007
Fidelity Investments January 1996 - January 2000
First NH Bank January 1992 - January 1996
Fleet Bank January 1988 - January 1992
Indian Head Data Services January 1986 - January 1988
Sanders Associates January 1984 - January 1986
Multibank Service Corporation January 1983 - January 1984
Skills
Network Engineering, Disaster Recovery, Data Center, Load Balancing, Network Architecture, Capacity Planning, Cisco IOS, Network Security, ITIL, Vendor Management, Cisco Technologies, TCP/IP, Firewalls, Unix, VoIP, Network Design, Routers, Switches, Networking, Network Administration, Troubleshooting, F5 BigIP, Operating Systems, CCNA
Education
Northeastern University 1995 — 1998
Telecommunications certificate
New Hampshire Technical College 1986 — 1991
Associates of Science, Electronic Mechanical Technology
Fidelity Investments 2009 - Present
Banc of America Investments 2008 - 2009
Fidelity Investments 2005 - 2008
Fidelity Investments 1986 - 2008
Education
Northeastern University 1981 — 1986
BS, Economics
Fidelity Investments January 2013 - Present
Fidelity Investments 1997 - 2011
Open Market 1995 - 1997
Children's Hospital Boston 1993 - 1995
Skills
Program Management, MS Project, Vendor Management, Visio, Agile, SharePoint, Process Improvement, Change Management, Customer Relations, Team Leadership, Product Management, Data Center, Agile Methodologies, Software Project..., Business Process..., PMP, SDLC, Cross-functional Team..., Requirements Analysis, Business Analysis, Project Management, PMO, Telecommunications, Project Portfolio..., Customer Service, Enterprise Architecture, Project Planning, CRM, ITIL, Disaster Recovery, Business Requirements, Project Delivery, Integration, IT Service Management, Agile Project Management, IT Operations, Requirements Gathering, Waterfall, IT Management, IT Strategy, Software Documentation, Resource Management, Business Process, Service Delivery, Governance, Risk Management, Business Intelligence, Systems Analysis, Management, Quality Assurance
Education
Boston University 1998 — 2000
Master's certificate Project Management, Information Technology Project Management
Northeastern University 1993 — 1996
Associate's of computer science, Local Area Networking and Data Communications
Fidelity Investments Sr Manager Environment ServicesFidelity InvestmentsMarch 2005 - January 2007
Education
Northeastern University 1987 — 1992
BS, Communications
Fidelity Investments October 1993 - Present
Wang Laboratories September 1980 - September 1992
Education
Northeastern University
Fidelity Investments 2004 - 2009
DGI Invisuals, LLC 1998 - 2004
Education
Northeastern University
BS, English
Fidelity Investments April 2014 - February 2015
Fidelity Investments July 2013 - April 2014
Fidelity Investments October 2012 - July 2013
Liberty Mutual Insurance July 2011 - September 2012
Liberty Mutual Group February 2010 - June 2011
Liberty Mutual Insurance August 2008 - February 2010
Liberty Mutual November 2007 - August 2008
Skills
College Recruiting, Talent Management, Talent Acquisition, Applicant Tracking..., Onboarding, Performance Management, Employee Benefits, Employee Relations, Workers Compensation, Taleo, Workforce Planning, Succession Planning, Recruiting, New Hire Orientations, Human Resources, Leadership Development, Sourcing, Training
Education
Northeastern University 2010 — 2013
Masters, Education, Adult and Organizational Learning
Northeastern University 2003 — 2006
Bachelor of Arts (BA), Organizational Communications
UMASS Center for Health Care Financing July 2013 - Present
OMGEO January 2013 - June 2013
Nokia April 2012 - November 2012
EBSCO Publishing May 2011 - February 2012
Fidelity Investments September 1994 - April 2011
Skills
Agile Methodologies, Testing, JIRA, Perl, Subversion, Quality Assurance, Web Services, Regression Testing, Databases, Test Cases, Python, Web Applications, Manual Testing, XML
Education
Northeastern University 1965 — 1970
Bachelor of Science (BS), Mechanical Engineering
Strategy&, part of the PwC network June 2015 - Present
Cambridge Associates July 2012 - June 2014
Cambridge Associates January 2012 - December 2013
Cambridge Associates January 2011 - June 2012
Fidelity Investments May 2009 - January 2011
Goldman Sachs July 2008 - January 2009
Wellington Management July 2007 - January 2008
MFS Investment Management July 2006 - December 2006
Skills
Valuation, Financial Analysis, Bloomberg, Alternative Investments, Hedge Funds, Due Diligence, Asset Allocation, Equities, Investments, Portfolio Management, Fixed Income, Private Equity, Asset Managment, Investment Strategies, Investment Management
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Northeastern University 2004 — 2009
B.S. in B.A., Finance
Fidelity Investments 2006 - 2007
Boston Communications Group 1995 - 2003
Education
East Coast Aero technical School
Certificate, Aircraft Maintenace - Engine/Airframe
Northeastern University
BS, Marketing
Hinckley Allen October 2015 - Present
KGR Financial Resources 2012 - September 2015
DTZ May 2014 - April 2015
Brain Enhancement Resources 2013 - 2014
Brain Health and WellnessCenter 2013 - 2014
Generations Asset Preservation 2012 - 2013
Bank of America 2009 - 2011
Carmela Drew Fine Foods 2007 - 2009
Fidelity Investments 2002 - 2007
Zurich Scudder Investments 1999 - 2002
Skills
Event Management, Integrated Marketing, Promotions, Marketing Strategy, Marketing Communications, Event Planning, Corporate Communications, Writing, Brand Development, Copywriting, Strategic Communications, Editing, Internal Communications, Program Management, Sales, Marketing, Strategy, Management, Email Marketing, Leadership, Advertising
Education
Northeastern University
Business Administration
Fidelity Investments June 1993 - Present
Fidelity Investments 1993 - Present
Honeywell/Loral October 1987 - June 1993
Skills
Investments, Mutual Funds, Stock Picking, Asset Management, Equity Research, Portfolio Management, Financial Services, Capital Markets, Valuation, Investment Management, Equities, Alternative Investments, Financial Modeling, Equity Valuation, Hedge Funds, Trading, Asset Allocation, Bloomberg, Fixed Income, Financial Analysis
Education
Northeastern University 1988 — 1993
Master of Business Administration (MBA), Finance
University of Illinois at Urbana-Champaign 1985 — 1987
Master's degree, Metallurgical Engineering
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor's degree, Metallurgical Engineering, Bronze Tablet
EMC August 2005 - Present
FMGlobal October 2003 - August 2005
Hewlett-Packard January 2003 - September 2003
Fidelity Investments February 1998 - October 2002
Digital Equipment Corporation April 1997 - February 1998
Information Mapping, Inc. June 1995 - April 1997
Marshalls, Inc. December 1989 - June 1995
Skills
Project Management, Product Training, Training, Windows, Teaching, Captivate, Cross-functional Team..., Marketing Communications, Employee Training, Technical Writing, Program Management, Integration, Curriculum Development, SnagIt, Management, Instructional Design, PowerPoint, Analysis, Needs Analysis, Event Planning, Social Media, Project Planning, Blended Learning, Instructor-led Training, Photoshop, Customer Service, Technology Needs..., Software Documentation
Education
Northeastern University
Human Resource Management
Westfield State University
BSE, Education
Holske Consulting LLC December 2013 - Present
Opera Solutions June 2010 - December 2013
Commonwealth of Massachusetts December 2006 - June 2010
Emptoris December 2000 - November 2006
Federal Home Loan Bank of Boston May 1998 - June 2000
Federal Home Loan Bank of Boston October 1995 - April 1998
Fidelity Investments February 1994 - October 1995
State Street Bank June 1992 - February 1994
New England Financial January 1993 - March 1993
First Chicago Trust Company of New York January 1991 - June 1991
Skills
Data Warehousing, Requirements Analysis, Business Analysis, Cognos, Data Analysis, Vendor Management, Oracle, SQL, Business Intelligence, Analytics, Strategy, CRM, Program Management, Enterprise Software, Project Management
Education
Northeastern University 1988 — 2003
BS, Finance, International Business
Fidelity Investments April 2012 - Present
Credit Suisse July 2010 - December 2010
Northeastern University Student Value Fund September 2008 - April 2010
State Street June 2009 - January 2010
John Hancock June 2008 - December 2008
Education
Northeastern University 2006 — 2011
BS
Fidelity Investments March 2011 - Present
E*Trade Financial September 2009 - January 2011
TD Ameritrade May 2005 - May 2008
Charles Schwab 1999 - 2004
Skills
Trading Systems, Equity Trading, Cross-functional Team...
Education
Northeastern University 1990 — 1995
Bachelors Degree, Finance & Management
Fidelity Investments First Vice PresidentBNY MellonSeptember 1995 - November 2005
Skills
Asset Management, Financial Modeling, Investments, Mutual Funds, Strategic Financial..., Corporate Finance, Valuation, Forecasting, Budgets, Analysis, Financial Planning, Equities
Education
Simmons College 1992 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
Northeastern University
Bachelor of Science (B.S.), Accounting
Farm Bureau Insurance of Michigan December 2014 - Present
Citi July 2003 - August 2014
Fidelity Investments January 1997 - April 2002
John Hancock Life Insurance Company (U.S.A.) July 1995 - January 1997
Skills
SQL, SDLC, Business Analysis, Oracle, Software Project..., Requirements Analysis, .NET, Windows Server, Agile Methodologies, Financial Services, Release Engineering, Visual C#, Release Management, Change Control, Change Management, TFS, Agile & Waterfall..., Management, Software Development
Education
Northeastern University 1992 — 1993
MIS
Fidelity Investments February 2015 - Present
DST Systems January 2012 - September 2014
ING July 2008 - January 2011
CitiStreet January 2000 - June 2008
State Street August 1998 - December 2000
Thomson & Thomson January 1996 - July 1998
houghton mifflin February 1994 - December 1996
Skills
Software Development, Software Engineering, Software Design, Software Project..., Unix Shell Scripting, Unix, Linux, Embedded SQL, C, JavaScript, Java, Java software..., Oracle, DB2, Sybase, Informix, SQL, J2EE, IVR, Crystal Reports, AIX, ClearCase, ClearQuest, Pearl, Awk, Open Source, Open Source Development, MS Project, Project Planning, SDLC, Team Building, Change Management, Databases, JBoss, JDBC, ODBC, Microsoft Office, PowerPoint, Telecommunications, Team Management, Java Enterprise Edition
Education
Northeastern University 1987 — 1991
BSEE, Software Engineering
Deloitte, ConvergeHEALTH by Deloitte May 2011 - Present
VA Boston Healthcare System 2012 - 2013
Fidelity Investments November 1997 - April 2010
Education
Northeastern University
BS, MIS
Intercontinental Real Estate Corp. November 2012 - Present
Boston Land Company Management Services, Inc. July 2006 - November 2012
PR Management September 2005 - June 2006
Fidelity Investments August 2004 - September 2005
Skills
Benefits Administration, FMLA, Benefits, Open Enrollment, COBRA, Employee Benefits, Benefit Administration, Leaves Of Absence, Payroll, Payroll Processing, 401k, LOA, Flexible Spending..., Workers Compensation, HR Policies, Billing, Hiring, Human Resources
Education
Northeastern University 1999 — 2004
Bachelor of Science, Management & Marketing
State Street August 2011 - January 2015
Eagle Investment Systems March 2009 - May 2011
Fidelity Investments November 1994 - February 2009
Skills
Accounting, Fund Accounting, Financial Reporting, Financial Analysis, Sarbanes-Oxley, Account Reconciliation, Cash Management, Mutual Funds, Sarbanes-Oxley Act, Auditing, Financial Services, Financial Modeling, Business Analysis, General Ledger, Investments
Education
Northeastern University 1986 — 1991
Bachelor of Science, Business Administration
Northeastern University
Bachelor of Science (B.S.), Finance, General
Fidelity Investments July 2012 - Present
Fidelity Investments August 2007 - July 2012
George P. Johnson April 2006 - August 2007
Rhode Island Convention Center October 2004 - April 2006
Skills
Marketing Communications, Event Management, Event Planning, Integrated Marketing, Meeting Planning, Trade Shows, Corporate Events, Sponsorship, Marketing, Relationship Marketing
Education
Northeastern University 1997 — 2001
BS, Communications
Zaharoff & Zaharoff July 2015 - October 2015
Wolf & Company, P.C. August 2013 - April 2014
Abrams Little-Gill Loberfeld PC November 2012 - August 2013
BerryDunn January 2010 - November 2012
Fidelity Investments June 2008 - December 2008
Skills
Accounting, CPA, Microsoft Office, Auditing, Corporate Tax, Financial Analysis, Financial Reporting, Tax, Accounts Receivable, Financial Accounting, Bookkeeping, Microsoft Excel
Education
Suffolk University Law School 2013 — 2016
Doctor of Law (JD), Law
Southern New Hampshire University 2008 — 2009
MS, Accounting
University of New Hampshire 2002 — 2005
BS, Biology
Northeastern University 2001 — 2002
Sequoia Consulting Group February 2013 - Present
Buck Consultatnts October 2012 - November 2012
Fidelity Investments February 2009 - July 2012
Center for Teen Empowerment, Inc. 2005 - 2009
Standard Register 1998 - 2005
Skills
QuickBooks, Microsoft Word, Microsoft Excel, Project Management, Oracle HR, Outlook
Education
Northeastern University
Bachelor of Science (BS), Political Science and Government
Brown Brothers Harriman June 2005 - Present
Fidelity Investments August 1997 - October 2002
Skills
Windows 7, Windows XP, Technical Support, Lotus Notes, Active Directory, Disaster Recovery, Microsoft Exchange, Windows Server, SDLC, System Deployment, SharePoint, Windows, Networking
Education
Northeastern University 1980 — 1987
Associate of Science (A.S.), Business Administration and Management, General
Natixis Global Asset Management September 2008 - Present
Fidelity Investments January 2007 - September 2008
Fidelity Investments June 2005 - August 2008
Skills
Mutual Funds, Series 7, Alternative Investments, Series 63, Sales
Education
Northeastern University 1996 — 2000
Bachelor of Applied Science (B.A.Sc.), History
Boston College High School 1992 — 1996
Janus Capital Group March 2015 - Present
Gerlach, Way, Scarth & Associates May 2014 - February 2015
Platte River Capital June 2009 - November 2013
The Boston Company Asset Management, LLC September 2007 - January 2009
Silvergate Capital Management August 2004 - August 2007
Invesco US January 2000 - June 2004
Fidelity Investments January 1997 - January 2000
Lipper Analytical Services May 1994 - January 1997
Education
Northeastern University 1998 — 2000
Master's degree, Finance, General
Rutgers University-New Brunswick 1988 — 1991
Bachelor of Arts (B.A.), Economics
Fidelity Investments December 2011 - Present
Fidelity Investments November 2006 - December 2011
Fidelity Investments August 2005 - November 2006
Putnam Investments May 2004 - August 2005
Putnam Investments January 2003 - May 2004
Skills
Microsoft Office, Bloomberg Terminal
Education
Northeastern University
Master of Science (M.S.), Finance, General
University of Massachusetts, Amherst
Bachelor of Science (B.S.), Business Administration and Management, General