Fidelity Investments

Industry: Financial services company

Description

Fidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC

Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Fidelity Investments Employees

Employee
Years
Job
Industry
Alex Singh Alex Singh Orange County, California Area Details
Alex Singh's Fidelity Investments Experience August 1999 - July 2005
Job Enterprise Agility Coach at OrgAgility
Industry Information Technology and Services
Experience
OrgAgility   July 2007 - Present
OrgAgility   July 2008 - May 2010
Valtech  July 2005 - July 2008
Fidelity Investments   August 1999 - July 2005
Whittman-Hart  July 1998 - July 1999
Information Resources, Inc.   1994 - 1998
The Partnering Group  1994 - 1994

Skills
Agile Methodologies, Software Development..., Business Process..., PMO, Business Analysis, Software Development, Business Development, Kanban, Scrum, Business Process..., Agile Project Management, Software Project..., Program Management, Change Management, Enterprise Software, Business Transformation, Leadership, Management Consulting, PMP, Management, Project Portfolio..., Certified Scrum Master..., SDLC, IT Strategy, Requirements Gathering, Requirements Analysis, Enterprise Architecture, Integration, Waterfall

Education
Xavier University - Williams College of Business   1992 — 1993
MBA, Finance

Bangalore University   1986 — 1990
BE, Electronics

Roy Justice Roy Justice Denver, Colorado Details
Roy Justice's Fidelity Investments Experience April 2013 - Present
Job Portfolio Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2013 - Present
Fidelity Investments   March 2008 - April 2013
Wellington Management  December 1999 - February 2008

Skills
Equities, Portfolio Management, sector investing, Technical Analysis

Education
Boston University - School of Management   2004 — 2005
Master of Science (M.S.), Investment Mangement

Baldwin Wallace University   1993 — 1997
Bachelor of Arts (B.A.), Business Administration and Management, General

Dipendra Jyoti Dipendra Jyoti Greater Chicago Area Details
Dipendra Jyoti's Fidelity Investments Experience 2010 - 2011
Job
Industry Information Technology and Services
Experience
Tata Consultancy Services  January 2015 - Present
Tata Consultancy Services  2014 - January 2015
Tata Consultancy Services  February 2012 - January 2015
Sanofi  September 2014 - December 2014
Tata Consultancy Services  2010 - March 2012
Fidelity Investments   2010 - 2011
Tata Consultancy Services  April 2010 - September 2010
Walgreens  April 2010 - September 2010
Walgreens  October 2004 - April 2010
Tata Consultancy Services Limited  1997 - April 2010

Skills
Leadership, Business Relationship..., Service Delivery..., Enterprise Architecture, Program Management, Zachman, Software Project..., IT Strategy, SDLC, Solution Architecture, Pre-sales, Agile Methodologies, Architecture, Requirements Analysis, Consulting, Strategy, Application Architecture, SOA, PMP, Global Delivery, Service Delivery

Education
Indian Institute of Technology, Bombay   1995 — 1997
Master of Technology (M.Tech.), Structural Engineering

Bangalore University   1990 — 1994
B. E., Civil Engineering

Peter Scannapieco Peter Scannapieco Greater Boston Area Details
Peter Scannapieco's Fidelity Investments Experience May 2006 - April 2007
Job Management Consultant at Beacon Consulting Group
Industry Management Consulting
Experience
Beacon Consulting Group  June 2015 - Present
EY  August 2014 - June 2015
BNY Mellon  August 2010 - August 2014
The Babson College Fund   December 2011 - December 2012
U.S. Trust, Bank of America   August 2007 - August 2010
Bryant University  January 2006 - May 2007
Fidelity Investments   May 2006 - April 2007
MetLife  May 2005 - August 2005

Skills
Portfolio Management, Bloomberg, Trading, Finance, Barra Aegis, Leadership, Thompson One, Mutual Funds, Equities, Investment Management, Asset Allocation, Relationship Management, Factset, Thomson One, Reuters, Security Analysis, Manager Selection, Institutional..., High Net Worth..., Presentations, Private Banking, Economics, Global Macro, Wealth Management, Alternative Investments, Hedge Funds, Private Equity, Fixed Income, Wealth Management..., Equity Research, Management Consulting, Asset Management, Financial Analysis, Financial Modeling, Financial Services, Investments, Strategy

Education
Babson College - Franklin W. Olin Graduate School of Business   2011 — 2013
MBA, Finance

Bryant University   2003 — 2007
Bachelor of Science and Bachelor of Arts, Finance & Economics (cum laude)

Kishore Karlapudi, MBA Kishore Karlapudi, MBA Greater Nashville Area Details
Kishore Karlapudi, MBA's Fidelity Investments Experience 2000 - 2001
Job Senior Business and Technology Leader | Driving Measurable Results through Technology Expertise and Strategic Leadership
Industry Information Technology and Services
Experience
Cummins Inc.  2012 - Present
Cummins  2004 - 2012
KBACE Technologies  1999 - November 2004
BAX Global  2004 - 2004
Nordstrom  2002 - 2004
Creighton University  2001 - 2002
The Great Atlantic & Pacific Tea Company  2000 - 2001
Fidelity Investments   2000 - 2001
PPG Industries  1998 - 1999

Skills
Business Process, Oracle E-Business Suite, HRIS, ERP, Project Management, Integration, Oracle Applications, Oracle, Cross-functional Team..., Oracle HR, PMP, Leadership, Business Intelligence, Requirements Analysis, Business Analysis, Business Process..., Oracle Discoverer, Program Management, Business Strategy, PL/SQL, Requirements Gathering, Business Process Design, Software Implementation, SDLC, Payroll, Consulting, Business Process..., Vendor Management, Software Project..., Performance Management, Process Improvement, Change Management, Visio, SQL, Employee Benefits, Data Warehousing, MS Project, Solution Architecture, Team Leadership, CRM, Enterprise Architecture, IT Strategy, Data Migration, User Training, Business & Technical..., End User Training, Shared Services, Metrics Based Management, Data Research, Integrated Security...

Education
Emory University - Goizueta Business School   2011 — 2013
Executive MBA, General Management, Graduated with Distinction in Leadership and Organization Behavior

Bangalore University   1989 — 1993
Bachelor of Engineering (B.E.), Computer Science

Lisa Blue Lisa Blue Indianapolis, Indiana Area Details
Lisa Blue's Fidelity Investments Experience 1996 - 2003
Job System Analyst at State Auto Insurance
Industry Information Technology and Services
Experience
State Auto Insurance  December 2007 - Present
Freedom Mortgage  2004 - 2007
Fidelity Investments   1996 - 2003

Skills
Business Analysis, Program Management, Project Management, Requirements Analysis, Software Documentation, SDLC, Process Improvement, Vendor Management, Requirements Gathering, Information Technology, Visio, Systems Analysis

Education
Indiana University-Purdue University at Indianapolis   1988 — 1988
Master's Degree, Secondary Education and Teaching

Ball State University   1975 — 1979
Bachelor's Degree, Physical Education Teaching and Coaching

Susan Rugnetta Susan Rugnetta Greater Boston Area Details
Susan Rugnetta's Fidelity Investments Experience 2004 - 2013
Job Financial Planner
Industry Financial Services
Experience
Independent  June 2014 - Present
Fidelity Investments   2004 - 2013
Gartner  2001 - 2004
Bank of America  1981 - 2000

Skills
Strategic Planning, Banking, Financial Services, FINRA, Mutual Funds, Series 63, Series 7, Financial Risk, Securities, Investments, Social Innovation, Portfolio Management, Risk Management

Education
Boston University   2014 — 2015
Certified Financial Planner Program, Financial Planning and Services

Babson College - Franklin W. Olin Graduate School of Business   2002 — 2004
MBA, Masters of Business Administration

Suffolk University   1978 — 1981
BSBA, Finance

Thomas H. Kelly Thomas H. Kelly Greater Boston Area Details
Thomas H. Kelly's Fidelity Investments Experience 1989 - 1990
Job Human Resource Consultant at Fresenius Medical Care
Industry Biotechnology
Experience
Fresenius Medical Care  January 2015 - Present
Hologic, Inc.   October 2012 - March 2014
Hologic, Inc.   October 2006 - October 2012
Boston Communications Group  December 2001 - October 2006
Aquila Biopharmaceutical   December 1995 - December 2001
Fidelity Investments   1989 - 1990

Skills
Compensation, Executive Compensation, Performance Management, HRIS, Employee Relations, Employee Engagement, Biotechnology, Mergers, LEAN Cert., Talent Management, Short-term and..., Recruiting, Executive Pay, Incentive Programs, Deferred Compensation, Onboarding, Employee Benefits, Succession Planning, Human Resources, Talent Acquisition, Applicant Tracking..., College Recruiting, Medical Devices, Workforce Planning, Acquisition Integration, Technical Recruiting, Organizational..., HR Policies, Organizational Design, Process Improvement, Executive Search, Organizational..., Sourcing, Cross-functional Team..., Personnel Management, Employment Law, Leadership, New Hire Orientations, Management, Internet Recruiting, Mergers & Acquisitions

Education
Babson College - Franklin W. Olin Graduate School of Business
M.B.A.

Boston College
A.B.

Steve Tingle Steve Tingle Providence, Rhode Island Area Details
Steve Tingle's Fidelity Investments Experience 2006 - Present
Job
Industry Financial Services
Experience
Fidelity Investments   2006 - Present
Fidelity Investments   May 1992 - 2006
Urban & Associates Consulting, Inc.   1987 - 1992
Petry Television  1985 - 1987

Skills
Thinking outside the Box, Connecting the Dots, Looking At the Big..., Business Analysis, Performance Metrics, Relationship Management, Financial Analysis, Business Planning, Strategic Planning, Strategic Marketing, Financial Modeling, Marketing Analytics, Market Research, Process Improvement, Talent Acquisition, Technology Management, Marketing Management, Operations Management, Management

Education
Babson College - Franklin W. Olin Graduate School of Business   2000 — 2003
MBA, Entrepreneurship/Entrepreneurial Studies

University of Denver   1981 — 1985
Bachelor's Degree, Communications

Margaret Shumel Margaret Shumel Greater New York City Area Details
Margaret Shumel's Fidelity Investments Experience 1990 - 1994
Job Principal
Industry Management Consulting
Experience
Upraxia Clinical Trials   2014 - Present
OpEx  2006 - Present
Pfizer Pharmaceuticals  1994 - 2005
Fidelity Investments   1990 - 1994

Skills
Marketing Strategy, Business Process Design, Project Management, Strategic Planning, Operations Management, Software Project..., Business Process..., Organizational..., Marketing Operations, Technology Process..., Process Improvement, Business Process, Leadership, Cross-functional Team..., Management, Marketing, Operational Excellence, Competitive Analysis, Change Management, Integration, Strategy, IT Strategy, Acquisition Integration, Negotiation, Business Strategy, Management Consulting, CRM, Business Intelligence, Analytics, Finance, Data Warehousing, Data Mining, Marketing Communications, Start-ups, Growth Strategies, Data Analysis, Sales Operations, Data Management, Executive Management, Mergers & Acquisitions, Business Transformation, Organizational Design, Commercialization, Segmentation, Consulting

Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)

Boston University - School of Management
BSBA, Management Information Systems and Operations Management

Amanulla Baba Bandameedapalli Amanulla Baba Bandameedapalli Charlotte, North Carolina Details
Amanulla Baba Bandameedapalli's Fidelity Investments Experience May 2005 - April 2008
Job QA Analyst III at Lash Group
Industry Information Technology and Services
Experience
Lash Group  July 2013 - Present
HP Enterprise Services  March 2013 - August 2013
Xerox  June 2012 - March 2013
Department Of Human Services, TN   June 2011 - March 2012
Dell  May 2011 - October 2011
Kaplan Inc  October 2010 - May 2011
AT&T  June 2008 - June 2009
Fidelity Investments   May 2005 - April 2008

Skills
Quality Assurance, Quality Center, Test Planning, Agile Methodologies, User Acceptance Testing, Software Quality..., SDLC, SQL, Test Cases, Regression Testing, QTP, Requirements Analysis, Scrum, Test Automation, Selenium, Manual Testing, Web Testing, Waterfall, System Testing, Process Improvement, VBScript, ClearQuest, Project Management, Oracle, Defect Tracking, Performance Testing, Test Management, SharePoint, Microsoft SQL Server, Test Strategy, Integration Testing, Black Box Testing, Business Requirements, Unix, LoadRunner, System Integration..., Test Execution, Bugzilla, TFS, Bug Tracking, JIRA, Agile Project Management, XML, Usability Testing, MSBI, Business Objects, ITIL Foundation..., ETL, Data Migration..., SoapUI, APIs

Education
Bangalore University   1997 — 2001
Bachelor's degree, Information Technology, A

TIBCO

Logan Woolums Logan Woolums Cincinnati Area Details
Logan Woolums's Fidelity Investments Experience January 2015 - Present
Job Financial Associate at Fidelity Investments
Industry Public Relations and Communications
Experience
Fidelity Investments   January 2015 - Present
AmeriCorps  September 2013 - July 2014
US Army  June 2013 - August 2013

Skills
Public Relations, Marketing, Press Releases, Social Media, Special Events..., Public Speaking, Media Kit, InDesign, Illustrator, Communication, Dreamweaver, Interpersonal..., Organization, Leadership, Networking, Meet Deadlines, Research, Media Relations, Community Development, Newsletters, Facebook, Social Networking, Strategic Communications, Blogging, Creative Writing, Social Media Outreach, Event Planning, Volunteer Management, Crisis Communications, Press Kits, Microsoft Office, Internal Communications, PowerPoint, Photoshop, Microsoft Word, Writing, Social Media Marketing, Editing, Time Management, Event Management, Customer Service

Education
Ball State University   2010 — 2014
Bachelor's degree, Public Relations

Scott Littlewood, AIF® Scott Littlewood, AIF® Buffalo/Niagara, New York Area Details
Scott Littlewood, AIF®'s Fidelity Investments Experience January 2004 - May 2009
Job Retirement Services Wholesaler at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  February 2015 - Present
ADP Retirement Services  June 2009 - February 2015
Fidelity Investments   January 2004 - May 2009
Putnam Investments  June 2001 - September 2003

Skills
401k, Insurance, Retirement, Marketing, Financial Advisory, Investments, Business Development, ADP Payroll, Employee Benefits, Series 63, Banking, Series 6, Retirement Planning, Mutual Funds, Sales

Education
Franklin College, Switzerland   2000 — 2001
International Finance, International Finance

Baldwin-Wallace College   1997 — 2001
BS, Business

Greg Mishler Greg Mishler Indianapolis, Indiana Area Details
Greg Mishler's Fidelity Investments Experience August 1996 - December 2009
Job Sr sales professional experienced in inside and outside sales. Successful at closing new accounts.
Industry Financial Services
Experience
Financial Services and Banking Industry   July 2013 - Present
Fidelity Investments   August 1996 - December 2009
Fidelity Investments   August 1996 - December 2009
Fidelity Investments   August 1996 - December 2009
W.Sims Co., Art Guild Bindery, Vulcan Binder Co.   January 1991 - August 1996
Paper Manufacturers Co   January 1984 - January 1991
St Regis Paper Co  January 1976 - January 1982

Skills
Management, CRM, Sales Operations, Portfolio Management, Finance, Marketing, Fixed Annuities, Advertising, Employee Benefits, Accounting

Education
Ball State University   1970 — 1974
Bachelor of Science, Business Administration

Clarissa McElrath, PMP, CSM, Certified Scrum Product Owner Clarissa McElrath, PMP, CSM, Certified Scrum Product Owner Dallas/Fort Worth Area Details
Clarissa McElrath, PMP, CSM, Certified Scrum Product Owner's Fidelity Investments Experience April 2014 - Present
Job Sr. eCommerce Product Owner
Industry Marketing and Advertising
Experience
Fidelity Investments   April 2014 - Present
American Airlines  May 2013 - April 2014
Present  August 2011 - May 2013
Bank of America  January 2006 - August 2011
Bank of America  June 2000 - January 2006
Bank of America  August 1997 - April 1998
Bank of America  December 1993 - August 1997

Skills
Product Management, Cross-functional Team..., Vendor Management, Competitive Analysis, Product Marketing, Team Building, Marketing Management, Marketing Strategy, Product Development, Payments, Team Leadership, Strategic Partnerships, Electronic Payments, Sales Management, Negotiation, Product Launch, P&L Management, Problem Solving, Credit Cards, Payment Systems, New Business Development, ACH, Market Analysis, Market Research, Product Requirements, Product Planning, Payment Gateways, Go-to-market Strategy, Direct Sales, Solution Selling, Team Oriented, Pricing Strategy, Product Life Cycle..., Product Strategy, Payment Processing, Credit Card Processing, Agile Web Development

Education
Baldwin Wallace University
MBA, Business Adminsitration

University of Missouri-Columbia, College of Business
BSBA, Business Administration

Ron Burns Ron Burns Greater Boston Area Details
Ron Burns's Fidelity Investments Experience September 1996 - August 1998
Job Vice President of Global Software Services at EBSCO Information Services
Industry Computer Software
Experience
EBSCO Information Services  June 2012 - Present
EBSCO Publishing  May 2005 - June 2012
Endeca  February 2005 - May 2005
Security Source, Inc  May 2003 - February 2005
divine (acquired Eprise)   December 2001 - May 2003
Eprise   August 1998 - December 2001
Fidelity Investments   September 1996 - August 1998
Andersen Consulting (Accenture)   August 1994 - September 1996
Self-employed  January 1993 - June 1994

Skills
Product Management, Program Management, Business Development, Team Leadership, Process Consulting, Software Consulting, Presentations, Sales Engineering, Sales, HTML, JavaScript, CSS, PHP, SQL, E-commerce, CRM, Integration, Content Management, SharePoint, Mobile Applications, Web Applications, Databases, XML, User Experience, Pre-sales, SDLC

Education
University of Massachusetts, Amherst   1990 — 1994
BBA, Operations Management

Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)

Deepa Kashyap Deepa Kashyap Greater Boston Area Details
Deepa Kashyap's Fidelity Investments Experience August 2012 - Present
Job Director at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments   August 2012 - Present
Sitaraa IT Innovations   April 2011 - July 2012
Cognizant Technology Solutions  March 2009 - July 2010
Accenture  October 2003 - March 2009
GE Capital International Services  May 2001 - July 2003

Skills
Offshoring, Outsourcing, Program Management, Operational Excellence, Account Management, Sales Support, BPO, Service Delivery, Business Analysis, Leadership, Business Planning, Business Process, Business Strategy, Business Development, Project Management, Transition Management, Global Delivery, CRM, Project Planning, Pre-sales, Vendor Management, Sales Operations, Management, Management Consulting, Manage Client..., Strategy, Business Process..., Business Transformation, Change Management, Employee Engagement, MIS, Development Of Employees, IT Strategy, Shared Services, Team Management, Business Process..., Consulting, Process Improvement

Education
The Institute of Chartered Accountants of India   1997 — 2001
C.A., Finance and Accounting

Bangalore University   1996 — 1999
Bachelor of Commerce, Commerce, Accounting

BHS First Grade College   1994 — 1999
Bachelor of Commerce, Commerce, Accounting

National Public School   1982 — 1994

Brian Haselden Brian Haselden Dallas/Fort Worth Area Details
Brian Haselden's Fidelity Investments Experience January 2004 - August 2006
Job Regional Director at AIM Systems, Inc.
Industry Financial Services
Experience
AIM Systems, Inc.   March 2014 - Present
Penn Mutual  July 2013 - January 2014
The Hartford  October 2011 - July 2013
Sun Life Financial  February 2010 - July 2011
AIG American General Life Companies   August 2006 - February 2010
Fidelity Investments   January 2004 - August 2006
Hartford Life  2000 - 2003
Jackson National Life  January 1996 - June 2000
Golden Rule Insurance  1985 - 1995
Golden Rule Insurance  1911 - 1979

Skills
Insurance, Financial Services, Retirement, Fixed Annuities, Employee Benefits, FINRA, Financial Planners, Strategic Financial..., Investments, Brokers, Series 6, Financial Advisory, Series 63, Mutual Funds, Sales, Life Insurance, Estate Planning, Wealth, Disability Insurance, Selling, Marketing, Long Term Care Insurance, Health Insurance, Series 7, Relationship Management, 401k, Term Life Insurance, Long-term Care, IRAs, Business Development, Financial Planning

Education
Ball State University   1978 — 1983
BS, Sales and Marketing - School Of Business

Balaji Adikesavelu Balaji Adikesavelu Greater Boston Area Details
Balaji Adikesavelu's Fidelity Investments Experience July 2011 - Present
Job Director Technical Management at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   July 2011 - Present

Skills
Web Services, Agile Methodologies, Java, SDLC, Databases, Software Development, Architecture, SOA, Requirements Analysis, Management, Release Management, Salesforce.com, Encryption on the Cloud, SaaS, PaaS, Cloud Computing IaaS, Encryption, Technology Management, CTI, Global Management, Architectures, Integration, Enterprise Software, Business Analysis, Software Project...

Education
Bangalore University   1991 — 1993
Master, Mathematics

Ranjith Madhusoodanan Ranjith Madhusoodanan Raleigh-Durham, North Carolina Area Details
Ranjith Madhusoodanan's Fidelity Investments Experience January 2013 - Present
Job Sr. Project Manager
Industry Financial Services
Experience
Fidelity Investments   January 2013 - Present
QSSI  June 2011 - December 2012
Fidelity Investments   July 2008 - June 2011
Delasoft Inc  August 2006 - June 2008
U.S. Department of Education   July 2007 - February 2008
Fidelity Investments   September 2006 - March 2007
ICICI Prudential AMC Ltd  October 2003 - October 2004
Reliance Infocomm  November 2002 - August 2003

Skills
Waterfall, Full SDLC, Agile, Requirements Gathering, User Stories, Project Management, SDLC, Agile Methodologies, Program Management, Business Process..., Software Development, PMP, Process Improvement, SOA, Agile Project Management, Business Process

Education
Ball State University
MS in CICS, Information and Communication Science

Bangalore University
MBA, Marketing and Human Resources

Bangalore University
Bachelors in Business Management, International Trade and Business

Marianne Doran-Collins Marianne Doran-Collins Providence, Rhode Island Area Details
Marianne Doran-Collins's Fidelity Investments Experience January 2006 - July 2008
Job Chief Information Officer at Johnson & Wales University
Industry Higher Education
Experience
Johnson & Wales University  March 2012 - Present
Plymouth Rock Assurance  March 2010 - June 2012
Sovereign Bank  July 2008 - January 2010
Fidelity Investments   January 2006 - July 2008
Sovereign Bank  December 2002 - January 2006
Imagitas  January 2000 - January 2002
BankBoston  September 1985 - January 2000

Skills
Product Management, Product Development, Strategy, Business Case, Leadership, Pricing, Forecasting, Cross-functional Team..., Analytics, Competitive Analysis, Project Management, Strategic Planning, Relationship Management, Business Strategy, Marketing Strategy, IT Service Delivery, IT Strategy, Business Development, Financial Services, Vendor Management, Risk Management, Mergers & Acquisitions, Contract Negotiation, CRM, E-commerce, Management, Enterprise Software, Process Improvement

Education
Babson College - Franklin W. Olin Graduate School of Business   1992 — 1999
MBA, Business Management

Providence College   1981 — 1985
BA, Political Science/Economics

Bishop Feehan High School   1977 — 1981

Steven Mayo Steven Mayo Providence, Rhode Island Area Details
Steven Mayo's Fidelity Investments Experience May 2001 - September 2009
Job Regional Sales Director at Chickasaw Capital Management, LLC
Industry Financial Services
Experience
Chickasaw Capital Management, LLC   September 2012 - Present
Investment Planners  October 2009 - June 2012
Fidelity Investments   May 2001 - September 2009
Fidelity Investments   February 2000 - May 2001
Fidelity Investments   May 1998 - February 2000
Fidelity Investments   February 1997 - May 1998
Fidelity Investments   April 1995 - February 1997

Skills
Mutual Funds, Investments, Alternative Investments, Financial Advisory, Insurance, Direct Sales, Sales, Practice Management, Communication Skills, ETFs, Defined Contribution, Sales Presentations, Master Limited...

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2012 — 2014
Master of Science (M.S.), Finance, General

Babson College - Franklin W. Olin Graduate School of Business   1996 — 2000
Masters, Business Administration - Entrepreneurship

Framingham State University   1990 — 1994
Bachelors, Business Administration

Nauset Regional High School

Steve Flammey Steve Flammey Greater Boston Area Details
Steve Flammey's Fidelity Investments Experience December 1996 - June 2003
Job
Industry Investment Management
Experience
Redwood Investments, LLC  September 2004 - Present
Fidelity Investments   December 1996 - June 2003
New England Business Service  June 1992 - December 1996
INNOVATECH   1992 - 1992
Bank of Boston  August 1986 - May 1991

Skills
Risk Management, Alternative Investments, Management, Hedge Funds, Equities, Mutual Funds, Investments

Education
Babson College - Franklin W. Olin Graduate School of Business   1991 — 1992
MBA, Finance

University of Virginia   1982 — 1986
BC, Commerce: Finance/MIS

Tom Evans, CFA, PMP Tom Evans, CFA, PMP Greater Boston Area Details
Tom Evans, CFA, PMP's Fidelity Investments Experience July 2015 - Present
Job Director, Solution Delivery at Fidelity Investments
Industry Hospital & Health Care
Experience
Fidelity Investments   July 2015 - Present
Fidelity Investments   July 2012 - Present
Northeastern University  October 2013 - Present
The MENTOR Network  August 2011 - August 2012
The MENTOR Network  May 2009 - August 2011
The MENTOR Network  2006 - 2009
Pearson Prentice Hall  2004 - 2006
Eduventures, Inc.   1999 - 2002
Putnam Investments  July 1996 - July 1999

Skills
Program Management, Business Process..., Leadership, Project Management, Management

Education
Babson College - Franklin W. Olin Graduate School of Business   2002 — 2004
MBA, General Studies

Williams College   1988 — 1992
B.A., Political Science

Lincoln High School

Peter Chelton Peter Chelton Greater Boston Area Details
Peter Chelton's Fidelity Investments Experience 2007 - 2009
Job Finance Director IT at CVS Caremark Corporation
Industry Information Technology and Services
Experience
CVS Caremark Corporation  2014 - Present
JPMorgan Chase  2009 - 2013
Fidelity Investments   2007 - 2009
Wayside Mortgage Company   2002 - 2007
Fidelity Investments   1999 - 2002

Skills
Budgets, Strategic Financial..., Financial Modeling, Mergers & Acquisitions, Financial Reporting, Corporate Finance, Financial Analysis, Managerial Finance, Team Management, Project Management, Analysis, Risk Management, Process Improvement, Accounting, Forecasting, Leadership, SAP, Operations Management, Financial Services, Finance, Management, Financial Planning

Education
Boston University - School of Management
MBA, Business Administration and Management, General

Ball State University - College of Business
BS, Finance, Marketing double major

Sally Standish Sally Standish Lawrenceburg, Indiana Details
Sally Standish's Fidelity Investments Experience February 2001 - June 2001
Job 3rd Shift Supervisor at Deufol
Industry Consumer Services
Experience
Deufol   September 2014 - Present
DEUFOL - North America Inc.  September 2014 - Present
IntraPac International Corporation  July 2012 - April 2014
LEVI STRAUSS & CO  June 2004 - January 2012
THE YOUTH OPPORTUNITY CENTER   May 2003 - May 2004
ARROW ELECTRONICS  November 2001 - May 2003
ADEX INTERNATIONAL  June 2001 - October 2001
FIDELITY INVESTMENTS   February 2001 - June 2001
GE CAPITAL ITS/APAC   October 1999 - February 2001
ENTEX/COMPUCOM   July 1997 - August 1999

Skills
Troubleshooting, Management, Software Documentation, Manufacturing, Training, Account Management, Sales, Inventory Management, Process Improvement, Purchasing, Operations Management, Customer Service, Six Sigma, Team Building

Education
2010-2011 OTA Program at Cincinnati State University
Psychology

Ball State University

Cincinnati State Technical and Community College

Ramachandra Bhat N Ramachandra Bhat N Raleigh, North Carolina Details
Ramachandra Bhat N's Fidelity Investments Experience January 2013 - Present
Job Senior Data Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2013 - Present
Fidelity Investments   April 2006 - January 2013
i-flex Solutions  April 2005 - April 2006
Exilant  March 2001 - April 2005

Skills
SDLC, Requirements Analysis, Software Project..., T-SQL, PL/SQL, Oracle, Microsoft SQL Server, Sybase Adaptive Server, Informatica, Visual Basic, Business Analysis

Education
Bangalore University   1996 — 2000
Bachelor of Engineering (BEng), Computer Science

Vittla Pre-University College, Vittal, Dakshina Kannada, Karnataka, India   1994 — 1996
PUC, Science

Joshua Schum Joshua Schum Chicago, Illinois Details
Joshua Schum's Fidelity Investments Experience September 2011 - Present
Job Visual Designer at Fidelity Investments
Industry Design
Experience
Fidelity Investments   September 2011 - Present
Ballista Magazine, LLC   January 2010 - Present
NorthPoint Domain  September 2009 - September 2011
Blueline Style and Media Productions   December 2008 - September 2009
Ball State University Museum of Art  August 2006 - July 2008

Skills
User Experience, User Interface Design, Web Design, Interaction Design, Mobile Design, Creative Direction, Social Media, Branding & Identity, Information Architecture, Web Standards, Accessibility, Prototyping, Usability Testing, Adobe Creative Suite, Web Development, WordPress, HTML5, CSS, Website Development, User Experience Design, Social Networking, HTML 5

Education
Ball State University   2006 — 2008
MA, Telecommunications (Digital Storytelling)

Ball State University   2002 — 2006
BA, Urban Planning and Development

William Dolan William Dolan Greater Boston Area Details
William Dolan's Fidelity Investments Experience September 2013 - Present
Job Head of Fidelity ActionsXchange
Industry Financial Services
Experience
Fidelity Investments   September 2013 - Present
Fidelity Investments - Fidelity Institutional   February 2011 - September 2013
National Financial  April 2008 - February 2011
National Financial  October 2006 - March 2008
Fidelity Capital Markets  2004 - 2006
Knight Securities  2000 - 2004

Skills
Brokerage, Business Development, Capital Markets, Business Strategy, Asset Management, Fixed Income, Management, Sales Management, Trading

Education
Babson College - Franklin W. Olin Graduate School of Business   1996 — 2000
M.B.A

Tufts University   1990 — 1993
Bachelor's Degree

Phillips Academy   1988 — 1989

Matthew Bryson Matthew Bryson Greater Boston Area Details
Matthew Bryson's Fidelity Investments Experience June 2012 - August 2012
Job Vice President at Copley Equity Partners
Industry Venture Capital & Private Equity
Experience
Copley Equity Partners  February 2013 - Present
Babson College  July 2011 - April 2013
Copley Equity Partners  October 2012 - February 2013
Fidelity Investments   June 2012 - August 2012
Domini Social Investments  January 2012 - May 2012
WilmerHale  July 2007 - July 2011

Skills
Due Diligence, Private Equity, Legal Writing, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Entrepreneurship, Investments, Intellectual Property, Business Strategy, Legal Research, Start-ups, Leadership, Competitive Analysis

Education
Babson College - Franklin W. Olin Graduate School of Business   2011 — 2013
MBA, Business

Boston College   2003 — 2007
Bachelor of Arts, Political Science

Duxbury High School   1999 — 2003

Ashwil Devanesan CISM, ISO27001 LA, ISO22301 Ashwil Devanesan CISM, ISO27001 LA, ISO22301 Boston, Massachusetts Details
Ashwil Devanesan CISM, ISO27001 LA, ISO22301's Fidelity Investments Experience March 2006 - May 2010
Job IT Risk Management
Industry Information Technology and Services
Experience
3i Infotech  May 2010 - October 2014
Fidelity Investments   March 2006 - May 2010
AOL Time Warner  2002 - 2006
International Data Corporation  June 2000 - May 2002
AD-MAG   June 1997 - February 1998

Skills
ISO 27001, Information Security..., Governance, IT Audit, PCI DSS, Risk Assessment, Business Continuity, Leadership, ITIL, SAS70, Risk Management, Information Security, Vendor Management, Computer Security, COBIT, Process Improvement, Incident Management, Internal Audit, Management Consulting, Policy, People Management, ISO22301, ISO9001, Financial Risk, Auditing, Business Process, Customer Service, Business Analysis, Management, Organizational..., CISA, Organizational..., Software Documentation, Cross Cultural..., IT Governance, Customer Relations, Risk Mitigation, Documentation, Data Classification, Process Writing, Public Key Cryptography, PKI

Education
Bangalore University   1999 — 2002
Bachelors in Commerce

St.Joseph Evening College   1997 — 1999
PUC, Commerce

Sacred Heart Boys High School   1993 — 1997
SSLC

Seventh Day   1986 — 1992

Roch Bialski Roch Bialski Greater Boston Area Details
Roch Bialski's Fidelity Investments Experience March 2008 - Present
Job Vice President, Prime Services
Industry Financial Services
Experience
Fidelity Investments   March 2008 - Present
Fidelity Investments   December 2006 - March 2008
NBA  2008 - 2008
Jefferies & Company  2004 - 2006

Skills
Hedge Funds, Equities, Investment Banking, Series 7, Bloomberg, Capital Markets, Prime Brokerage, Financial Modeling, Securities Lending, Financial Analysis, Securities, Fixed Income, Pricing

Education
Babson College - Franklin W. Olin Graduate School of Business   2009 — 2011
MBA

University of Rhode Island   1993 — 1995
BA, Mathematics and Economics

Yale University   1990 — 1993
Mathematics and Economics

Ram Susarla Ram Susarla Greater Boston Area Details
Ram Susarla's Fidelity Investments Experience September 2007 - Present
Job Independent Computer Software Professional
Industry Computer Software
Experience
Fidelity Investments   September 2007 - Present
Tugsoft Consulting Inc.   June 2007 - Present
Fidelity Investments   October 2003 - June 2007
PTC  July 1996 - September 2003

Skills
Web Services, Java Enterprise Edition, Agile Methodologies, SDLC, Web Applications, SOA, Software Project..., Spring, Java, Enterprise Architecture, SQL, Requirements Analysis, Software Development, Data Warehousing, XML, Oracle, Software Engineering, Scrum, Solution Architecture, PL/SQL, Unix, Agile Project Management, Hibernate, Websphere

Education
Babson College - Franklin W. Olin Graduate School of Business   1998 — 2005
Master of Business Administration (MBA), Entrepreneurship and Marketing

National Institute of Technology Rourkela   1986 — 1990
BE, Mechanical Engineering

Terry Kunky Terry Kunky Cincinnati, Ohio Details
Terry Kunky's Fidelity Investments Experience 1994 - 2009
Job
Industry Information Technology and Services
Experience
CSpring  February 2013 - November 2013
Luxottica Retail  May 2012 - February 2013
Summit Business Media  2010 - May 2012
Fidelity Investments   1994 - 2009
Bank One Services Corporation  September 1993 - June 1994
National City Bank  October 1985 - September 1993

Skills
Project Management, Business Analysis, Project Portfolio..., ITIL, Scrum, PMO, Vendor Management, SDLC, Business Process..., Program Management, Business Process, Six Sigma, PMP, Software Project..., SharePoint, Business Intelligence, Cross-functional Team..., Process Improvement, Requirements Analysis, Resource Management, Requirements Gathering, IT Management, MS Project, Visio, Agile Project Management, IT Strategy, Project Delivery, Business Requirements, Agile Methodologies

Education
Baldwin-Wallace College
MBA, Business

University of Cincinnati College of Business
Bachelors, Marketing

Jason Hoog Jason Hoog Cincinnati Area Details
Jason Hoog's Fidelity Investments Experience November 2012 - Present
Job Principal IT Architect at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   November 2012 - Present
Cincinnati Financial Corporation  January 2011 - November 2012
Cincinnati Financial Corporation  2007 - November 2010
Cincinnati Insurance Companies  February 2004 - November 2007
P&G  August 1998 - February 2004
Keane  1997 - 2003

Skills
Application Architecture, ASP.NET, SharePoint, Microsoft SQL Server, C#, SSL, Information Architecture, E-commerce, Enterprise Content..., Content Management, SharePoint Designer, Microsoft Office..., User Experience, SOA, Requirements Analysis, IIS, Integration

Education
Ball State University   1996 — 1997
Master of Science, Information and Communication

Ball State University   1993 — 1996
Bachelor of Science, Computer Science

Mike Banville Mike Banville Greater Denver Area Details
Mike Banville's Fidelity Investments Experience September 1993 - December 1994
Job
Industry Information Services
Experience
IHS  December 2013 - Present
IHS  April 2012 - November 2013
IHS  April 2010 - April 2012
IHS  December 2007 - April 2010
Cambridge Energy Research Associates  August 2001 - November 2007
PowerSteering Software  August 2000 - July 2001
Cambridge Energy Research Associates  October 1996 - July 2000
Center for Business Intelligence  January 1995 - September 1996
Fidelity Investments   September 1993 - December 1994

Skills
Leadership, Cross-functional Team..., Marketing Management, Product Management, Business Development, Business Strategy, Demand Generation, New Business Development, Marketing Strategy, Mergers & Acquisitions, Strategy, Sales, Strategic Planning, Start-ups, Contract Negotiation, Program Management, SaaS, Integration, Business Analysis, Management Consulting, Energy, Enterprise Software, Analysis, Analytics, Marketing, Consulting, Product Development, Sales Operations, B2B, Strategic Partnerships, Executive Management

Education
Babson College - Franklin W. Olin Graduate School of Business   2002 — 2005
MBA, Business Administration and Management, General

Boston College   1989 — 1993
BA, Economics

Stefan Roeser Stefan Roeser Marblehead, Massachusetts Details
Stefan Roeser's Fidelity Investments Experience September 2012 - March 2014
Job Senior Director, Demand Generation at WealthEngine
Industry Information Technology and Services
Experience
WealthEngine  August 2014 - Present
Fidelity Investments   September 2012 - March 2014
Centrifuge Systems  June 2012 - August 2012
Harris Corporation  July 2011 - March 2012
The Devereux Group   January 1997 - July 2011
Keane, Inc.   June 1996 - December 1996
Scudder, Stevens & Clark, Inc.   August 1990 - August 1994

Skills
Demand Generation, Lead Nurturing, Lead Management, Email Marketing, Marketing Automation, CRM, LeadMaker, Act-On, Cloud Computing, IaaS, Enterprise Software, Marketing Strategy, Online Marketing, Digital Marketing, Search Engine Marketing, Channel Marketing, Database Marketing, Messaging and..., Awareness Building, Brand Building, Event Traffic Building, Webcasts/Webinars, Direct Mail, Tradeshows, Advertising, SEM/SEO, Web 2.0, Direct Marketing, Content Marketing, Go-to-market Strategy, Customer Acquisition

Education
Babson College - Franklin W. Olin Graduate School of Business   1994 — 1996
MBA, Marketing and Entrepreneurship

Williams College   1986 — 1990
BA, German Studies

William Weimer, CFA William Weimer, CFA Greater Boston Area Details
William Weimer, CFA's Fidelity Investments Experience 1986 - 1988
Job VP, Global Product Management at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management  February 2013 - Present
Sun Life Financial  December 2006 - February 2013
Sun Life Financial  January 2005 - December 2006
John Hancock Financial  2001 - 2004
John Hancock Financial  1998 - 2001
John Hancock Financial  1996 - 1998
John Hancock Financial  1994 - 1996
John Hancock Financial  1990 - 1994
Fidelity Investments   1986 - 1988
Bear, Stearns & Co   1985 - 1986

Education
Babson College - Franklin W. Olin Graduate School of Business   1988 — 1990
MBA, International Finance

Ohio Wesleyan University   1981 — 1985
BA, International Business & Mathematics

Safi Mansoor Safi Mansoor Greater Boston Area Details
Safi Mansoor's Fidelity Investments Experience August 2004 - January 2007
Job Information Technology Consultant
Industry Information Services
Experience
UMass Memorial Medical Center  March 2007 - Present
Fidelity Investments   August 2004 - January 2007
Staples  January 2004 - April 2004
NativeNames   2001 - 2003
Ramco Systems  1999 - 2001

Skills
SDLC, Requirements Analysis, Business Analysis, Vendor Management, Disaster Recovery, Software Project..., Visio, Process Improvement, SQL, Enterprise Architecture, Program Management, Cross-functional Team..., E-commerce

Education
Worcester Polytechnic Institute   2013 — 2016

Bangalore University   1992 — 1996
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering

Srijaya Suresh Srijaya Suresh Houston, Texas Area Details
Srijaya Suresh's Fidelity Investments Experience February 2006 - March 2007
Job QA Automation architect at SIGMA3 Integrated Reservoir Solutions
Industry Information Technology and Services
Experience
SIGMA3 Integrated Reservoir Solutions  July 2013 - Present
Texas Children's Hospital  February 2009 - July 2013
Ness Technologies  December 2007 - October 2008
Microsoft  March 2007 - December 2007
Fidelity Investments   February 2006 - March 2007
IBM Global Services  August 2003 - February 2006
Venture Infotek   2002 - 2002
Eximsoft Technologies  2000 - 2002

Skills
Test Automation, Squish, Zephyr, Jenkins, JIRA, Shell Scripting, Testing, Selenium, HP QTP, XML, zbot, jira api, RabbitMQ, zapi, SDLC, Quality Assurance, Regression Testing, C#, VBScript, Perl, QTP, Automation, System Testing, Web Services, Agile Methodologies, LoadRunner, Requirements Analysis, HP Quality Center, Test Automation..., SQL, Software Quality..., Test Planning, Scrum

Education
Bangalore University
Bachelor's degree, Computer Science

Rashmi Kadam Rashmi Kadam Greater Boston Area Details
Rashmi Kadam's Fidelity Investments Experience May 2013 - Present
Job Director, Relationship Manager at Manulife Asset Management
Industry Information Technology and Services
Experience
Manulife Asset Management  2014 - Present
Fidelity Investments   May 2013 - Present
Fidelity Investments   January 2006 - May 2013
Fidelity Investments   May 2003 - January 2006
Fidelity Investments   May 1999 - May 2003
Platinum Technology, Singapore   October 1998 - May 1999
Nucleus Software  June 1996 - September 1998

Skills
SDLC, Requirements Analysis, Vendor Management, Business Analysis, Financial Services, Software Project..., DB2, Agile Methodologies, COBOL, Requirements Gathering

Education
Babson College - Franklin W. Olin Graduate School of Business   2003 — 2007
Master of Business Administration (MBA), Management Information Systems, General, MBA

University of Mumbai   1992 — 1996
Bachelor of Engineering (BEng)

Wendy Hess Welch Wendy Hess Welch Greater Boston Area Details
Wendy Hess Welch's Fidelity Investments Experience 2000 - Present
Job Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2000 - Present

Education
Babson College - Franklin W. Olin Graduate School of Business   1998 — 2002
MBA

Hamilton College   1990 — 1994
BA, Economics

Dover Sherborn High School

Rosemary Nolan Rosemary Nolan Worcester, Massachusetts Details
Rosemary Nolan's Fidelity Investments Experience May 2007 - February 2009
Job Licensed Massage Therapist and Owner, Howe Street Handworks
Industry Health, Wellness and Fitness
Experience
Howe Street Handworks   January 2005 - Present
Bancroft School of Massage Therapy  April 2011 - January 2012
Fidelity Investments   May 2007 - February 2009
Fidelity Investments   May 2003 - May 2007

Skills
Public Speaking, Customer Service, Healthcare, Program Management, Training, Leadership, Team Building, Teaching, Project Management, Process Improvement, Coaching, Event Planning, Leadership Development, Fundraising, Research, Social Media, Management, Marketing, Budgets, Change Management, Strategic Planning, Business Process..., Entrepreneurship, Software Documentation, Non-profits, Organizational Design

Education
Bancroft School of Massage Therapy   2011 — 2012
Certification in Massage Therapy

Wheaton College (MA)   1986 — 1990
BA, Russian Language & Literature

Richard Silva Richard Silva Greater Boston Area Details
Richard Silva's Fidelity Investments Experience December 2004 - November 2008
Job Senior Product Innovation Manager at athenahealth
Industry Information Technology and Services
Experience
athenahealth  June 2013 - Present
Allscripts  January 2012 - May 2013
Eclipsys  March 2009 - March 2012
Fidelity Investments   December 2004 - November 2008
The Boston Company  1992 - 1994

Skills
Software Configuration..., DB2, Quality Assurance, Software Development, SDLC, Software Project..., Leadership, Testing, Project Management, Systems Analysis, COBOL, Software Engineering, Agile Methodologies, Scrum, Process Improvement, Mainframe, Visual Basic, Management, Requirements Analysis, Waterfall

Education
Northeastern University   1995 — 2005
BS, Business Administration (MIS)

Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)

Livio Caravaggio Livio Caravaggio Greater Boston Area Details
Livio Caravaggio's Fidelity Investments Experience 2009 - Present
Job TECHNICAL PROJECT MANAGER at FIDELITY INVESTMENTS
Industry Financial Services
Experience
Fidelity Investments   2009 - Present
FIDELITY INVESTMENTS   2006 - 2009
Watson Wyatt  2005 - 2007

Skills
Visio, Project Management, Vendor Management, Requirements Gathering, Business Requirements, Business Analysis, Change Management, Process Improvement, Risk Management, Integration, PMP, SDLC, Salesforce.com, Financial Services, SharePoint, Program Management, PMO, Software Project..., Requirements Analysis, Agile Methodologies, CRM, Cross-functional Team..., Outsourcing, Business Process..., Analytics, MS Project, Analysis, Relationship Management, User Acceptance Testing, Systems Analysis, Business Process..., Offshoring, Data Warehousing

Education
Northeastern University   1970 — 1974
Bachelor of Science (BS), Business Administartion

Babson College - Franklin W. Olin Graduate School of Business

Howard McEwen, CFA Howard McEwen, CFA Cincinnati Area Details
Howard McEwen, CFA's Fidelity Investments Experience October 1993 - October 1999
Job Investment Advisor Representative at Makris Financial Group/Transamerica Financial Advisors
Industry Investment Management
Experience
Howard McEwen, CFA   July 2001 - Present
Makris Financial Group/Transamerica Financial Advisors   September 1999 - Present
Fidelity Investments   October 1993 - October 1999

Education
Ball State University - College of Business   1988 — 1992
BA, Majored in Finance and Accounting and minored in Economics and Spanish

Richard N. Hart III Richard N. Hart III Andover, Massachusetts Details
Richard N. Hart III's Fidelity Investments Experience April 2010 - Present
Job Senior Vice President Head of Platform Solutions at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2010 - Present
Fidelity Investments   April 2009 - April 2010
State Street Global Markets  June 2006 - April 2009
JPMorgan Chase  September 2004 - June 2006
Penson Financial Services  February 1999 - August 2004
Berry, Dunn, McNeil & Parker   July 1998 - January 1999
SunGard Financial Systems  1996 - 1998
SunGard Financial Systems  1994 - 1996
State Street  1991 - 1994

Skills
FINRA Licences Series..., Strategy, Risk Management, Start-ups, Management, Leadership, Process Improvement, Outsourcing, Portfolio Management, Financial Services, Finance, Banking, Investments, Equities, Strategic Planning, Fixed Income, Securities, Hedge Funds, Trading, Investment Banking

Education
Babson College - Franklin W. Olin Graduate School of Business   1994 — 1998
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies

Merrimack College   1986 — 1991
Bachelor of Science(B.S.) - Business Administration, Finance and Financial Management Services

Boston College High School   1982 — 1986

Madhav (Rao) Harkara Madhav (Rao) Harkara Cary, North Carolina Details
Madhav (Rao) Harkara's Fidelity Investments Experience October 2011 - Present
Job Vice President, Software Development at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   October 2011 - Present
Fidelity Investments   March 2001 - September 2011
DB Concepts Inc   November 1994 - February 2001
Fidelity Investments   1994 - 2001
Satyam  March 1993 - November 1994

Education
Babson College - Franklin W. Olin Graduate School of Business   2006 — 2009
MBA

Nagpur University   1988 — 1992

Lisa Renz Lisa Renz Greater Boston Area Details
Lisa Renz's Fidelity Investments Experience 1985 - 2002
Job Sr. Director Acquisition Marketing at Cartera Commerce, Inc
Industry Marketing and Advertising
Experience
Cartera Commerce, Inc  July 2014 - Present
Sallie Mae  May 2006 - June 2014
Deloitte  2003 - 2005
Fidelity Investments   1985 - 2002

Skills
Analytics, Financial Services, Strategy, CRM, Cross-functional Team..., Business Development, Marketing, Leadership, Online Marketing, Management, Product Development, Strategic Planning, Segmentation, Direct Marketing, Relationship Management, Vendor Management, Competitive Analysis

Education
Baldwin-Wallace College
Bachelor of Arts (BA), Sociology & Political Science

Paul Longobardi, CFP®, CAIA Paul Longobardi, CFP®, CAIA Greater Boston Area Details
Paul Longobardi, CFP®, CAIA's Fidelity Investments Experience 2001 - 2006
Job Portfolio Manager at US Trust
Industry Financial Services
Experience
US Trust  March 2011 - Present
Bank of America Global Cash Management   January 2007 - September 2011
Columbia Management  2006 - 2009
Fidelity Investments   2001 - 2006
Fidelity Investments   August 1996 - 2001

Skills
Investments, Financial Planning, Wealth Management, Business Strategy, Institutional, Strategic Financial..., Fixed Income, Asset Allocation, Finance, Financial Services, Portfolio Management, Management, Asset Management, Mutual Funds, Equities, Alternative Investments, Hedge Funds, Securities, Investment Management, Series 7

Education
Babson College - Franklin W. Olin Graduate School of Business   1995 — 1996
MBA, Finance

Villanova University   1988 — 1992
Bachelor’s of Science, Finance, General

Nicholas Hort Nicholas Hort Greater Boston Area Details
Nicholas Hort's Fidelity Investments Experience October 2002 - May 2008
Job Senior Brand Manager at LEGO Group
Industry Consumer Goods
Experience
LEGO Group  April 2014 - Present
LEGO Group  September 2011 - April 2014
LEGO  May 2008 - September 2011
Fidelity Investments   October 2002 - May 2008

Education
Babson College - Franklin W. Olin Graduate School of Business   2005 — 2008
MBA, Marketing, Entrepreneurship

University of New Hampshire -- Peter T. Paul College of Business and Economics   1998 — 2002
BS, Business Administration

Rick Zavatti Rick Zavatti Greater New York City Area Details
Rick Zavatti's Fidelity Investments Experience June 2001 - August 2001
Job Senior Vice President, Head of Private Equity Valuation at Cerberus Capital Management, L.P.
Industry Venture Capital & Private Equity
Experience
Cerberus Capital Management, L.P.   January 2014 - Present
Cerberus Capital Management, L.P.   February 2011 - January 2014
Cerberus Capital Management, L.P.   July 2007 - February 2011
Deloitte & Trouche LLP   March 2005 - July 2007
Deloitte & Touche LLP  March 2003 - March 2005
Zavatti Trading   May 2002 - March 2003
Fidelity Investments   June 2001 - August 2001
F. L. Smidth   June 1995 - September 2000
F. L. Smidth   June 1994 - June 1995

Skills
Private Equity, Valuation, Financial Modeling, Investments, M&A experience

Education
Babson College - Franklin W. Olin Graduate School of Business   2000 — 2002
Master of Business Administration, Finance

Lehigh University   1990 — 1994
Bachelor of Science, Mechanical Engineer

Deb Streeter Deb Streeter Greater Boston Area Details
Deb Streeter's Fidelity Investments Experience 1995 - 1998
Job Human Resources Contractor at ClearEdge Partners
Industry Human Resources
Experience
ClearEdge Partners  January 2015 - Present
Thoratec  September 2012 - January 2015
Vention Medical, Inc.   October 2007 - April 2012
Reveal Imaging  May 2004 - March 2008
Fidelity Investments   1995 - 1998

Education
Ball State University - College of Business   1978 — 1982
BS, Marketing

Regina M. MacQuarrie Regina M. MacQuarrie Greater Boston Area Details
Regina M. MacQuarrie's Fidelity Investments Experience January 2013 - July 2013
Job Marketing Program Manager at State Street Global Advisors
Industry Financial Services
Experience
Fidelity Investments   January 2013 - July 2013
Bank of America Merrill Lynch  2005 - 2010
Fidelity Investments   1999 - 2005
Fidelity Management Research Company   1996 - 1999
FIDELITY INVESTMENTSInstitutional Retirement Services Company   1995 - 1996

Skills
Series 7, Mutual Funds, Series 63, Relationship Management, Series 24, Wealth Management, Securities, Product Management, Portfolio Management, Financial Services, Investments, Asset Allocation, Fixed Income, Equities, Retirement, Strategic Financial..., Trading, Banking, Retirement Planning, Financial Risk, Asset Management, Competitive Analysis, Product Marketing, Financial Advisory, Alternative Investments, Investment Management, Cross-functional Team..., FINRA, Executive Management, 401k, Bonds, Capital Markets, IRAs, Market Data, Bloomberg, Risk Management, ETFs, Fixed Annuities, Back Office, Pensions, Management, Client Services, Insurance, Financial Planning

Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Concentrations in Marketing and International Business

Boston Security Analysts Society
Graduate

College of the Holy Cross
Bachelor of Arts

Manali Bhole Manali Bhole New York, New York Details
Manali Bhole's Fidelity Investments Experience April 2011 - March 2013
Job Senior, Advisory at Ernst & Young LLP
Industry Management Consulting
Experience
Ernst & Young  March 2013 - Present
Fidelity Investments   April 2011 - March 2013
Fidelity Investments   July 2006 - March 2011
Towers Perrin  August 2004 - June 2006

Skills
Sales Compensation, Data Analysis, Analytics, Bloomberg Terminal, Portfolio Management, Trading Strategies, Quantitative Research, Interpersonal Skill, Analysis, Leadership, Quantitative Analytics, Management

Education
Babson College - Franklin W. Olin Graduate School of Business   2008 — 2012
MBA, Finance, 3.8

Northeastern University   2001 — 2003
MS, Computer Science, 3.6

University of Mumbai   1997 — 2001
BE, Computer Engineering

Adam B Hahn Adam B Hahn Cleveland/Akron, Ohio Area Details
Adam B Hahn's Fidelity Investments Experience September 2008 - Present
Job Planning and Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2008 - Present

Skills
Series 7, Series 63, Investments, Insurance, Public Speaking

Education
Baldwin-Wallace College   2007 — 2009
MBA, Entrepreneurship

Miami University   2004 — 2007
Bachelor of Science, Business, Entreprenuership

Bruce Focht Bruce Focht Kansas City, Missouri Area Details
Bruce Focht's Fidelity Investments Experience April 2007 - July 2008
Job Vice President, Business Intelligence and Research Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   January 2012 - Present
J.P. Morgan   July 2008 - January 2012
Fidelity Investments   April 2007 - July 2008
J.P. Morgan   December 1997 - March 2007

Education
Texas Christian University - M.J. Neeley School of Business   1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance

Baker University
MBA

Scott Fabrizio Scott Fabrizio Greater Boston Area Details
Scott Fabrizio's Fidelity Investments Experience July 2013 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2013 - Present
Fidelity Investments   May 2010 - June 2013
Fidelity Investments   May 2006 - May 2010
Fidelity Investments   January 2005 - May 2006
Fidelity Investments   January 2003 - January 2005
Fidelity Investments   March 2000 - January 2003
UNITED ASSET MANAGEMENT CORPORATION   October 1999 - March 2000
Lahey Clinic  May 1995 - October 1999

Skills
Forecasting, Strategy, Process Improvement, Competitive Analysis, Corporate Finance, Business Strategy, Business Planning, Due Diligence, Budgets, Valuation, Program Management, Analysis, Investments, Finance, Financial Analysis, Business Development, Financial Services, Mutual Funds, Financial Modeling, Mergers, Divestiture Experience, Turnaround Experience, Strategic Financial..., Mergers & Acquisitions, Private Equity

Education
Babson College - Franklin W. Olin Graduate School of Business   1999 — 2003
MBA

Stonehill College   1991 — 1995
BA, Finance

University of Pennsylvania - The Wharton School   2008 — 2008
Executive Education, Mergers and Acquisitions

Michelle Dudek Michelle Dudek Greater Boston Area Details
Michelle Dudek's Fidelity Investments Experience Sr. AssociateCIGNA1993 - 2003
Job Senior Project Manager at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments   Sr. AssociateCIGNA1993 - 2003
CIGNA HealthCare  1993 - 2003
CIGNA  1993 - 2003

Education
Baldwin Wallace University

Malini Chhabria Malini Chhabria Charlotte, North Carolina Details
Malini Chhabria's Fidelity Investments Experience May 2005 - February 2006
Job Business Rules Development Manager at Wells Fargo Home Mortgage
Industry Information Technology and Services
Experience
Wells Fargo Home Mortgage  September 2014 - Present
Bank of America  March 2013 - December 2013
Bank of America  May 2011 - June 2011
Infosys Technologies Ltd  October 2000 - January 2010
Bank of America  March 2008 - December 2008
Wells Fargo  March 2006 - July 2007
Fidelity Investments   May 2005 - February 2006
Fidelity Investments   November 2004 - February 2006
Fidelity Investments   August 2003 - November 2004

Skills
Software Project..., Quality Assurance, SDLC, Program Management, Pre-sales, Integration, Business Development, Requirements Analysis, Portfolio Management, Agile Methodologies, Global Delivery, Business Analysis, Requirements Gathering, Business Requirements, Vendor Management, Waterfall, Quality Center, SQL, Manage Client..., SharePoint, SOA, J2EE Application..., Process Improvement, Microsoft Technologies, Project Management

Education
Bangalore University   1997 — 2000
MCA, Computer Applications

M.E.S College, Bangalore   1993 — 1996
BSc., Computer Science

Thana Al-Mufarrej Thana Al-Mufarrej Greater New York City Area Details
Thana Al-Mufarrej's Fidelity Investments Experience 2003 - 2004
Job Director at Wafra Capital Partners
Industry Investment Management
Experience
Wafra Capital Partners   November 2014 - Present
Wafra Investment Advisory Group, Inc  January 2005 - Present
Fidelity Investments   2003 - 2004
Teradyne  2000 - 2002

Education
New York University   2005 — 2006
Certificate in Portfolio Management

Babson College - Franklin W. Olin Graduate School of Business   2002 — 2004
MBA, Entrepreneurship

Boston University
BS, Manufacturing Engineering and Economics

Sean Meggison Sean Meggison Raleigh-Durham, North Carolina Area Details
Sean Meggison's Fidelity Investments Experience June 2007 - Present
Job Director; Client Insights and Executive Analytics at Fidelity Investments
Industry Internet
Experience
Fidelity Investments   June 2007 - Present
Fidelity Investments   December 1999 - June 2007
Digitas  1998 - 1999
TMP Worldwide  January 1995 - January 1998

Skills
Strategy, OBIEE, Documentum, Tableau, Business Intelligence, Big Data, Marketing Strategy, Product Management, Software Project..., User Experience, Voice of the Customer, Software Development, QlikView, Analytics, Enterprise Software, Agile Methodologies, Segmentation, Requirements Gathering, Business Analysis, Management, Program Management, Requirements Analysis

Education
Babson College - Franklin W. Olin Graduate School of Business   1996 — 1999
MBA, Finance, Information Technology

Steve Protasowicki Steve Protasowicki Greater Boston Area Details
Steve Protasowicki's Fidelity Investments Experience October 2011 - Present
Job Senior Finance Professional and Leader of Enterprise Initiatives
Industry Financial Services
Experience
Fidelity Investments   October 2011 - Present
Fidelity Investments   May 2009 - September 2011
Fidelity Investments   May 2007 - November 2008
Fidelity Investments   July 2006 - May 2007
Fidelity Investments   August 2003 - June 2006
Fidelity Investments   January 2002 - July 2003
Fidelity Investments   May 2000 - December 2001
Fidelity Investments   March 1998 - May 2000
Self-Employed  September 1996 - March 1998
Union Bank of Switzerland  May 1996 - September 1996

Skills
Mutual Funds, Analysis, 401k, Strategic Financial..., Investments, Finance, Risk Management, Financial Services, Strategic Planning

Education
Babson College - Franklin W. Olin Graduate School of Business   1993 — 1997
MBA, Finance

Harvard University   1986 — 1990
Bachelor's Degree, Economics

Edward Abernathy Edward Abernathy Cincinnati Area Details
Edward Abernathy's Fidelity Investments Experience 1997 - 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments   1997 - 2002

Education
Ball State University   1992 — 1997
Business

ball state   1992 — 1997

Sangita Saxena Sangita Saxena Greater Boston Area Details
Sangita Saxena's Fidelity Investments Experience November 2011 - Present
Job Principal Data Analyst
Industry Investment Management
Experience
Fidelity Investments   November 2011 - Present
Merkle  May 2010 - October 2011
Fidelity Investments   June 2000 - April 2010

Education
Babson College - Franklin W. Olin Graduate School of Business   2006 — 2009

Gopi Krishna HM Gopi Krishna HM Washington D.C. Metro Area Details
Gopi Krishna HM's Fidelity Investments Experience February 2007 - April 2008
Job Lead Software Analyst at BAE Systems/CSM certified
Industry Aviation & Aerospace
Experience
BAE Systems  December 2009 - Present
Adobe Systems  July 2009 - December 2009
Sirius/XM satelllite radio   January 2009 - May 2009
Weight Watchers  May 2008 - December 2008
Fidelity Investments   February 2007 - April 2008
Siemens Information Systems Ltd  September 2003 - February 2007
SkyTech Solutions Pvt Ltd  September 2003 - July 2004

Skills
Flex, Tomcat, Software Development, Java, Java Enterprise Edition, Ant, Agile Methodologies, Spring, SQL, HTML, JavaScript, Oracle, XML, Web Services, Design Patterns, ActionScript, CSS, Microsoft SQL Server, Scrum, MySQL, PL/SQL

Education
Bangalore University   1997 — 2000
Master of Computer Applications, Computers

Sri Krishnadevaraya University   1994 — 1997
Bachelor of Science, Statistics

LFMS

Nicole Jenkins Nicole Jenkins Greater New York City Area Details
Nicole Jenkins's Fidelity Investments Experience May 1999 - November 2001
Job Managing Director Sales & Distribution Management at UBS Global Asset Management A&Q
Industry Financial Services
Experience
UBS Global Asset Management - Alternative and Quantitative Investments   March 2014 - Present
UBS Global Asset Management - Alternative and Quantitative Investments   August 2007 - Present
UBS Global Asset Management - Alternative and Quantitative Investments   May 2003 - August 2007
UBS O'Connor  May 2002 - May 2003
Fidelity Investments   May 1999 - November 2001
Fidelity Investments   September 1995 - May 1999

Education
Babson College - Franklin W. Olin Graduate School of Business   1998 — 2001
MBA

Vanderbilt University   1991 — 1995
BA, Economics major & Business Administration minor

Scott Barnard Scott Barnard Greater Boston Area Details
Scott Barnard's Fidelity Investments Experience 1998 - 2003
Job Director, Financial Planning & Analysis at Thermo Fisher Scientific
Industry Medical Devices
Experience
Thermo Fisher Scientific  August 2008 - Present
Boston Scientific  July 2003 - August 2008
Fidelity Investments   1998 - 2003
Fidelity Investments   1994 - 1998
Massachusetts Institute of Technology (MIT)   1991 - 1994
Lotus Development  1987 - 1990

Education
Western Michigan University - Haworth College of Business   1979 — 1984
BBA, Finance and Accounting

Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance

Anitha Rajagopalan Anitha Rajagopalan Greater Boston Area Details
Anitha Rajagopalan's Fidelity Investments Experience 2010 - 2012
Job Experienced Information Technology Professional
Industry Information Technology and Services
Experience
BofA Global Capital Management  October 2012 - Present
XOS Digital  May 2012 - October 2012
Fidelity Investments   2010 - 2012
Fidelity Investments   2005 - October 2010
WellPoint  1997 - 2005
Compuware  1996 - 1999
Bharat Electronics (Software Exports Division)   October 1991 - January 1994

Skills
Websphere, C#, Java Enterprise Edition, .NET, Application Development, OOAD, ClearCase, ClearQuest, Spring, Struts, Web Services, Agile, UML, XML, Relational Databases, Waterfall, Java, AJAX, Server Architecture, SQL Server, SQL, SDLC, Unix, JavaScript, C++, Software Development, Web Applications, Solution Architecture, ASP.NET, COM, RUP, SOAP, JDBC, SOA, Rational Rose, Design Patterns, JSP, Eclipse, Scrum, Visual Studio, XSLT, RAD, Oracle SQL, WebSphere Application..., Object Oriented Design, iBatis, Application Architecture, Agile Methodologies, Technical Leadership, Architecture

Education
University of Cincinnati   1994 — 1996
M.S, Computer Science

Bangalore University   1986 — 1990
B.E, Computer Science

Bert Harper Bert Harper Greater New York City Area Details
Bert Harper's Fidelity Investments Experience September 2011 - August 2013
Job Director, Employee Benefits Consultant at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments   September 2011 - August 2013
Fidelity Investments   September 2011 - August 2013
Fidelity Investments   May 2006 - September 2011
Self-employed Consultant  October 1997 - April 2006
Halliwell Consulting Group   June 1995 - October 1997
MMC&P   March 1989 - May 1995
Alcoa  February 1984 - February 1989
Lincoln National Life Insurance  1981 - 1984

Skills
Enrolled Actuary, Employee Benefits, Actuarial Science, Defined Benefit, Business Analysis, SDLC, Pensions, Retirement, Risk Management, 401k, Vendor Management, Process Improvement, Benefits Administration, Requirements Analysis, HRIS, Human Resources

Education
Ball State University   1978 — 1980
Master of Arts (MA), Actuarial Science, 3.6

Howard University   1975 — 1978
Bachelor of Science (BS), Mathematics, 3.78

Lou Ryan Lou Ryan Greater Boston Area Details
Lou Ryan's Fidelity Investments Experience July 2012 - Present
Job Finance Senior Director, National Financial at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2012 - Present
Fidelity Investments   June 2010 - June 2012
Williams Building Co. Inc   January 2007 - August 2008
United States Navy  May 1999 - February 2007
United States Navy  October 2004 - December 2006

Skills
Financial Analysis

Education
Babson College - Franklin W. Olin Graduate School of Business   2008 — 2010
MBA, Finance

College of the Holy Cross   1995 — 1999
BA, Political Science

Chaminade H.S.   1991 — 1995

Katrina Blackhall Humphrey Katrina Blackhall Humphrey Greater Pittsburgh Area Details
Katrina Blackhall Humphrey's Fidelity Investments Experience 2007 - 2009
Job Director of Process Improvement
Industry Hospital & Health Care
Experience
Quest Diagnostics  March 2013 - Present
Quest Diagnostics  June 2009 - March 2013
Fidelity Investments   2007 - 2009
Fidelity Investments   2006 - 2007

Skills
Process Improvement, Six Sigma

Education
Ball State University - College of Business
MBA

University of Michigan

Manoj Pillai Manoj Pillai Greater New York City Area Details
Manoj Pillai's Fidelity Investments Experience January 2000 - January 2002
Job AVP Global Technology & Operations at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  August 2014 - Present
PwC  February 2011 - August 2014
Babson College  May 2009 - May 2010
Platinum Capital   February 2006 - April 2009
Geek Squad  June 2004 - January 2006
Fidelity Investments   January 2000 - January 2002

Skills
Financial Modeling, Financial Analysis, Entrepreneurship, Valuation, Asset Managment, Business Strategy, Business Development, Market Research, Risk Management, Mergers, Bloomberg, Strategy, Strategic Consulting, Business Analysis, Equities, Hedge Funds, Due Diligence, Mergers & Acquisitions, Capital Markets, Start-ups, Leadership, Investment Banking, Finance, Banking, Private Equity, Financial Risk, Corporate Finance, Trading, Management, Financial Markets, Mutual Funds, Investments, Accounting, Portfolio Management, Equity Research, Financial Services, Alternative Investments, Venture Capital, Series 7, Equity Valuation, Derivatives, Fixed Income, Asset Management

Education
Babson College - Franklin W. Olin Graduate School of Business   2009 — 2010
MBA, Accounting and Finance

University of Massachusetts, Amherst   2003 — 2005
B.A., Economics

Paul Donnelson Paul Donnelson Indianapolis, Indiana Area Details
Paul Donnelson's Fidelity Investments Experience December 2007 - September 2010
Job Benefit Analyst at One America McCready and Keene, Inc
Industry Financial Services
Experience
One America - McCready and Keene, Inc   February 2013 - Present
Vanguard  March 2011 - December 2012
Fidelity Investments   December 2007 - September 2010
McCready and Keene, Inc  July 2001 - December 2007

Skills
Employee Benefits, Defined Benefit, Actuarial Science, Analysis, Testing, 401k, ERISA, Insurance, Pension Administration, Pensions, Retirement, Defined Contribution, Profit Sharing, Retirement Planning

Education
Ball State University   1971 — 1974
BS, Math and Computer Science

Dinesh Gowda Dinesh Gowda Dallas/Fort Worth Area Details
Dinesh Gowda's Fidelity Investments Experience January 2012 - Present
Job Director, IT Product Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   January 2012 - Present
First American Corporation  May 2006 - December 2011
Essilor  May 2004 - May 2006
Cingular Wireless  April 2003 - May 2004
PTC  February 2002 - February 2003
Motorola  June 2000 - February 2002
Johnson Controls  July 1998 - June 2000

Skills
Oracle E-Business Suite, Global team management, Business capability..., Oracle Applications, Management, Software Development, Project Management, Business Intelligence, ERP, Integration, Data Warehousing, Product Management, Program Management, Vendor Management

Education
Bangalore University   1991 — 1995
B.E, Electronics and Communciations

Karthik Periyapatna Karthik Periyapatna Greater Boston Area Details
Karthik Periyapatna's Fidelity Investments Experience IT ConsultantWellington ManagementMarch 2004 - January 2008
Job Senior Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   IT ConsultantWellington ManagementMarch 2004 - January 2008
Upromise  2008 - 2008
Tata Consultancy Services  October 1999 - December 2000

Education
The University of Texas at Dallas   2001 — 2003
M.S, Computer Science

Bangalore University   1996 — 1999
B.E, Computer Science

Judy Dunn McDaniel Judy Dunn McDaniel Cincinnati Area Details
Judy Dunn McDaniel's Fidelity Investments Experience April 2012 - Present
Job Director, Workplace Investing Customer Experience at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2012 - Present
Fidelity Investments   April 2011 - April 2012
Fidelity Investments   1997 - April 2011

Skills
Series 63, Series 6, Series 26, Relationship Management, Investments, 401k, Corporate Communications, Voice of the Customer

Education
Ball State University
B.S., Marketing

Xavier University
MBA, Finance, International Marketing

Troy Miksen Troy Miksen Greater Boston Area Details
Troy Miksen's Fidelity Investments Experience October 1991 - Present
Job Sales Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 1991 - Present
Kidder Peabody  1984 - 1990

Education
Babson College - Franklin W. Olin Graduate School of Business   1989 — 1991
MBA, Finance

Dartmouth College   1981 — 1985
BA, Economics

Robert Hallisey Robert Hallisey Greater Boston Area Details
Robert Hallisey's Fidelity Investments Experience November 2011 - March 2014
Job Sr Fund Research Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity  March 2014 - Present
Fidelity Investments   November 2011 - March 2014
BlackRock, Inc  June 2002 - July 2009
Sirios Capital Management  July 2000 - June 2002
John Hancock Funds  May 1998 - June 2000
John Hancock Funds  October 1994 - May 1998
John Hancock Funds  June 1993 - October 1994

Skills
Fundamental Analysis, Equities, Valuation, Finance, Research, Medical Devices, Equity Research, Equity Valuation, Hedge Funds, Bloomberg, Portfolio Management, Financial Modeling, Stock Picking, Investments, Due Diligence, Alternative Investments, Investment Management

Education
Babson College - Franklin W. Olin Graduate School of Business   1995 — 2000
MBA, Finance

Saint Michael's College   1987 — 1991
BS, Business Administration

Aaron Fingerhut Aaron Fingerhut Jacksonville, Florida Details
Aaron Fingerhut's Fidelity Investments Experience July 2014 - Present
Job Investments
Industry Financial Services
Experience
Fidelity Investments   July 2014 - Present
Merrill Lynch  June 2013 - June 2014
Temple University  August 2010 - May 2013
Jacksonville Sheriff's Office  April 2009 - October 2010
Javitch, Block & Rathbone   April 2008 - March 2009
Baldwin-Wallace College  2003 - 2005

Skills
Leadership, Public Speaking, Microsoft Office, Research, Analysis, Microsoft Excel, Social Media, Security

Education
Temple University   2010 — 2013
Criminal Justice

Southern Illinois University, Carbondale   2006 — 2008
MA, Administration of Justice

Baldwin Wallace University   2001 — 2005
BS, Psychology, Criminal Justice

Srini Purohit Srini Purohit Greater Boston Area Details
Srini Purohit's Fidelity Investments Experience 2013 - Present
Job Chief Architect, Corporate Technology Group at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2013 - Present

Skills
Data Warehousing, SOA, SDLC, Enterprise Architecture, Agile Methodologies, Business Intelligence, IT Strategy, Software Project..., Requirements Analysis, Solution Architecture, Business Analysis, Data Modeling

Education
Babson College - Franklin W. Olin Graduate School of Business
MBA

Boston University
MS, Computer Science

SJCE College of Engineering
BS, Electronics & Communication Engineering

Warren Besser Warren Besser Greater Boston Area Details
Warren Besser's Fidelity Investments Experience January 2004 - April 2007
Job SVP, Strategy & Corporate Development at Natixis Global Asset Management
Industry Investment Management
Experience
Natixis Global Asset Management  March 2014 - Present
Natixis Global Asset Management - U.S. Distribution   April 2007 - March 2014
Fidelity Investments   January 2004 - April 2007
Northern Trust  January 1998 - August 2001

Skills
Responsibilities...

Education
Babson College - Franklin W. Olin Graduate School of Business   2001 — 2003
MBA, Business

Wittenberg University   1993 — 1997
BA, Business

Angelo de Jesus Angelo de Jesus Cincinnati Area Details
Angelo de Jesus's Fidelity Investments Experience 1997 - 2000
Job 2nd Vice President at Ameritas
Industry Investment Management
Experience
Ameritas  March 2000 - Present
Fidelity Investments   1997 - 2000

Education
Baldwin Wallace University   1993 — 1995
MBA

Miami University   1981 — 1985
BA, Public Administration

Sheri Copanic Sheri Copanic Toledo, Ohio Area Details
Sheri Copanic's Fidelity Investments Experience January 2006 - August 2011
Job International Operations and Analytics at Welltower
Industry Real Estate
Experience
Welltower, Inc. (f/k/a Health Care REIT, Inc.)   December 2014 - Present
Welltower, Inc. (f/k/a Health Care REIT, Inc.)   August 2011 - November 2014
Fidelity Investments   January 2006 - August 2011
National City Bank  July 2003 - January 2006

Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, Sarbanes-Oxley, Internal Audit, Accounting, Risk Management, Process Improvement, Risk Assessment, Financial Accounting, Enterprise Risk..., Banking, Management

Education
Baldwin-Wallace College   2004 — 2005
Master of Business Administration (M.B.A.), Accounting

Baldwin-Wallace College   2000 — 2003
Bachelor of Arts (B.A.), Business Administration and Accounting, Magna Cum Laude

Philip Guarino Philip Guarino New York, New York Details
Philip Guarino's Fidelity Investments Experience 2008 - 2010
Job CFO, Global Business Services at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  2011 - Present
Fidelity Investments   2008 - 2010
Fidelity Investments   2007 - 2009
Fidelity Investments   2004 - 2006
Fidelity Investments   2003 - 2004
Fidelity Investments   2001 - 2003
Fidelity Investments   1996 - 2001
Fidelity Investments   1994 - 1996
Digital Equipment Corporation  1986 - 1994

Skills
Financial Services, Strategy, Mutual Funds, Asset Managment, Strategic Planning, Governance, Financial Modeling, Business Strategy, Management Consulting, Change Management, Strategic Financial..., Management

Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance

Colby College
BA, Economics / Administrative Science

Peter Lupone, CFP®, MBA, MST Peter Lupone, CFP®, MBA, MST Orange County, California Area Details
Peter Lupone, CFP®, MBA, MST's Fidelity Investments Experience March 1991 - February 2007
Job Financial Planning Advisor at VALIC Financial Advisors
Industry Financial Services
Experience
VALIC Financial Advisors  2010 - Present
TIAA-CREF  2007 - 2010
Fidelity Investments   March 1991 - February 2007

Skills
Finance, Series 7, Retirement Planning, Wealth Management, High Net Worth..., Investment Advisory, Retirement, Mutual Funds, Financial Advisory, Strategic Financial..., Estate Planning, Investments, Portfolio Management, Equities, Uniform Combined State..., Financial Services, Series 63, 401k, Investment Strategies, Asset Allocation, Securities

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1992 — 2005
MST, Taxation

Babson College - Franklin W. Olin Graduate School of Business   1981 — 1984
MBA, Finance

Bentley University   1973 — 1978
BS, Accounting

Nick Cornell Nick Cornell Cincinnati Area Details
Nick Cornell's Fidelity Investments Experience March 1996 - October 2007
Job Defined Contribution Analyst II at The Standard
Industry Insurance
Experience
The Standard  October 2013 - Present
Ameritas  October 2007 - October 2013
Fidelity Investments   March 1996 - October 2007

Skills
401k, Project Management, Employee Benefits, Insurance, Mutual Funds, Life Insurance

Education
Ball State University - College of Business   1991 — 1995
BS, Financial Institutions, Financial Management

Ming-Yang Chiang Ming-Yang Chiang Greater Boston Area Details
Ming-Yang Chiang's Fidelity Investments Experience June 2004 - April 2011
Job Sr. Software Engineer at UMass Medical School
Industry Hospital & Health Care
Experience
UMass Medical School  May 2015 - Present
McKesson  October 2013 - May 2015
Arrowstreet Capital  May 2013 - September 2013
Loomis, Sayles & Company   April 2011 - May 2013
Fidelity Investments   June 2004 - April 2011
Boston Public Schools  2003 - 2004
Shoup Voting Sulotions   2000 - 2002
Intuit  2001 - 2001
apps.com   2000 - 2001
Microsoft  1998 - 1999

Skills
Agile Methodologies, SDLC, SOA, Business Analysis, Enterprise Architecture, Requirements Analysis, SQL, Software Development, Web Services, Oracle, Software Project..., Sybase, Requirements Gathering, XML

Education
University of Rhode Island   1981 — 1983
M.S., Computer Science

Ball State University   1980 — 1982
B.S., Computer Science

Conni (Palmetier) McEwen Conni (Palmetier) McEwen Indianapolis, Indiana Area Details
Conni (Palmetier) McEwen's Fidelity Investments Experience May 2005 - May 2008
Job Supervisory Manager at JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC  October 2012 - Present
Chase Investment Services  May 2008 - September 2011
Fidelity Investments   May 2005 - May 2008
Raymond James & Associates, Inc   February 2003 - May 2005
Prudential Financial  2002 - 2002
Key Ba   1999 - 2002

Education
Indiana Wesleyan University   2000 — 2002
MBA, Business Administration

Ball State University   1990 — 1995
BS, Elementary Education

Klein High School

Michelle Markert Michelle Markert Greater Boston Area Details
Michelle Markert's Fidelity Investments Experience February 1996 - January 2002
Job Principal Designer at Michelle Markert Interiors
Industry Design
Experience
Michelle Markert Interiors   May 2005 - Present
Fidelity Investments   February 1996 - January 2002
Blanchard Brockton Inc   May 1993 - February 1994

Skills
Space Planning, Interior Design, Furnishings, Furniture, Finishes, Fabric Selection, Window Treatments, Scheme, Project Planning, Floor Plans, Flooring, Trims, Microsoft Office, Space-planning, Space planning, Finish, Interior Architecture, Kitchen & Bath Design, Textiles, Upholstery, Residential Design, Cabinetry, Bathrooms, Rendering, Paint Color Consultation, Sketching, Home Staging

Education
Babson College - Franklin W. Olin Graduate School of Business   1997 — 1998
Master of Business Administration (MBA), Business Administration and Management, General

Providence College   1988 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General

Judy Martz Judy Martz Lebanon, Ohio Details
Judy Martz's Fidelity Investments Experience June 1996 - June 1999
Job Licensed Sales Professional at Stan Martz Allstate Agency
Industry Insurance
Experience
Stan Martz Allstate Agency   January 2012 - Present
Fidelity Investments   June 1996 - June 1999
Fifth Third Bank  1983 - 1994

Skills
Human Resources, Personnel Management, Property & Casualty..., Insurance, Commercial Insurance, Life Insurance, General Insurance, Umbrella Insurance, Casualty, Term Life Insurance, Health Insurance, Disability Insurance, Liability, Legal Liability, Fixed Annuities, Underwriting, Commercial Lines, Sales, Claim, Professional Liability, Team Building, Microsoft Office

Education
Ball State University - College of Business
Marketing/Marketing Management, General

Northern Kentucky University
Bachelor's degree, Marketing/Marketing Management, General

Thomas Gulley, MBA Thomas Gulley, MBA Wayland, Massachusetts Details
Thomas Gulley, MBA's Fidelity Investments Experience 1995 - 1997
Job Developer Consultant at TJX Cos
Industry Information Technology and Services
Experience
TJX Cos  March 2015 - Present
A T.A.V., Inc.   April 1989 - December 2013
TJX  1993 - July 2013
BJ's Wholesale Club  2005 - 2006
Fidelity Investments   1995 - 1997
JBaker, Casual Male   1994 - 1995
Waltham Budget Printing   1993 - 1995
JBF, Inc.   1990 - 1990
Cameron & Colby   1985 - 1989
Infinet, Inc.   1983 - 1985

Skills
Analysis, Requirements Analysis, DB2, Management Consulting, Finance, COBOL, CICS, Testing, ESP, Business Analysis, Software Project..., Management, SDLC, IMS DB/DC, Retail Systems, Financial Systems, Insurance Systems, Requirements Gathering, Visio, Vendor Management, Cross-functional Team..., MS Office Suite, Analytics, IT Management, PMP, PMO, MS Project, Process Improvement, Resource Management, Microsoft Office

Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA), Accounting and Finance

Boston College
Bachelor of Arts (B.A.), Education (Math)

William Sit William Sit Greater Boston Area Details
William Sit's Fidelity Investments Experience 2000 - 2001
Job Field Training Manager at The Vitamin Shoppe
Industry Retail
Experience
The Vitamin Shoppe  2015 - Present
The Vitamin Shoppe  2014 - Present
The Vitamin Shoppe  2011 - 2014
The Vitamin Shoppe  2009 - 2011
Town Sports International  2005 - 2009
Town Sports International  2004 - 2005
Veritude  2001 - 2003
Fidelity Investments   2000 - 2001
Fidelity Investments   1997 - 2000

Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)

Dartmouth College   1993 — 1997
Bachelor of Arts (BA)

Similar Companies