Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
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
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
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
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)
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
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
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
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.
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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)
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 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
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
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
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
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
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
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
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
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
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
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
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
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
Fidelity Investments Sr. AssociateCIGNA1993 - 2003
CIGNA HealthCare 1993 - 2003
CIGNA 1993 - 2003
Education
Baldwin Wallace University
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
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
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
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
Fidelity Investments 1997 - 2002
Education
Ball State University 1992 — 1997
Business
ball state 1992 — 1997
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Ameritas March 2000 - Present
Fidelity Investments 1997 - 2000
Education
Baldwin Wallace University 1993 — 1995
MBA
Miami University 1981 — 1985
BA, Public Administration
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
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
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
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
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
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 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
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
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)
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)