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
Fidelity Investments April 2013 - September 2014
Fidelity Investments July 2012 - April 2013
Fidelity Investments October 2011 - July 2012
Bank of New York Mellon September 2008 - August 2011
Bank of New York Mellon October 2007 - August 2008
Bank of New York Mellon 2003 - 2007
State Street Corp January 2000 - June 2003
US Navy September 1990 - August 1994
Skills
Leadership, Management, Analysis, Finance, Fixed Income, Accounting, Training, Account Reconciliation, Securities, Fund Accounting, Financial Modeling, Bloomberg, Equities, Financial Analysis, Mutual Funds, Financial Services
Education
Nova Southeastern University 2007 — 2010
MBA, Finance
University of Massachusetts Boston 1997 — 1999
B.S., Management
Fidelity Investments February 2011 - Present
Bank of America August 2010 - February 2011
Skills
Investments, Call Centers, Finance, Customer Service, Retirement
Education
Northwood University-Texas 2006 — 2010
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Pyramis Global Advisors, a Fidelity Investments Company 2004 - 2013
Fidelity Investments August 2002 - September 2004
US Army June 1991 - November 2000
Skills
Equities, Portfolio Management, Mutual Funds, Investments, Hedge Funds, Asset Management, Alternative Investments, Financial Modeling, Investment Strategies, Financial Analysis, Equity Research, Investment Management, Bloomberg, Valuation, Asset Allocation
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Accounting and Finance
United States Military Academy at West Point 1987 — 1991
Bachelor of Science (BS), Systems Engineering
Fidelity Investments 2008 - Present
Fidelity Investments 2005 - 2007
Fidelity Investments 2002 - 2005
Fidelity Investments 1998 - 2002
Fidelity Investments 1996 - 1998
Fidelity Investments 1993 - 1998
Skills
Sales, Sales Management, Product Management, Product Development, Sales Compensation..., Strategic Planning, Business Strategy, Separately Managed..., Mutual Funds, Unified Managed Accounts, Territory Management, Public Speaking, Investments, Relationship Management, Series 63, Asset Management, Asset Allocation, Portfolio Management, Investment Management, Series 7, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
Master of Business Administration (M.B.A.)
Oberlin College 1983 — 1987
Bachelor of Arts (B.A.), Government
Fidelity Investments April 2007 - Present
Fidelity Investments June 2014 - March 2015
Fidelity Investments June 2013 - December 2014
Fidelity Investments November 2006 - April 2007
Merrill Lynch November 2005 - November 2006
Outback Steakhouse 2004 - 2005
Bennigan’s 1999 - 2004
Skills
PowerPoint, Actimize, Microsoft Excel, Microsoft Word, NICE, Finance, Higher Education, Investments
Education
Saint Joseph's University 2013 — 2015
Master's Degree, Organization Development and Leadership
Northwood University 1997 — 2002
BBA, Banking and Finance
Northwood University 1997 — 2002
BBA, Marketing Management/Business Management
Fidelity Investments
Skills
Outlook, Microsoft Word, PowerPoint, Budgets, English, Real Estate, Strategic Planning, Windows, Research, Public Speaking, Photoshop
Education
Northwood University 1980 — 1984
Marketing/Marketing Management, General
Jackson, Ltd. Real Estate Brokerage & Consulting 2007 - Present
CrossFit South Shore 2013 - Present
Beachbody August 2015 - Present
Advocare 2013 - 2014
USA Health & Fitness Gym 2013 - 2014
Mamas Move 2013 - 2014
Healthtrax Fitness & Wellness 2012 - 2014
Lil' Red Wagon Sale 2008 - 2011
Fidelity Investments 1999 - 2004
Lynx Financial LLC 1998 - 1999
Skills
Advertising, Marketing Strategy, Online Advertising, Social Media, Social Media Marketing, Email Marketing, Digital Marketing, Creative Direction, Graphic Design, Web Design, Customer Service, Strategic Planning, Real Estate, Fitness Instruction, Home Staging, Website Development, Web Project Management, Project Planning, Event Management, Venue Management, Events Organizer, Lead Generation, Operations Management, Events Organisation, Online Marketing, Direct Marketing, Marketing, Fitness, Event Planning, Fundraising, Leadership
Education
Oberlin College 1990 — 1994
Bachelor of Science (B.S.), Economics
Capital Analytics May 2015 - Present
JP Morgan Chase November 2010 - May 2015
Fidelity Investments August 2007 - October 2010
JP Morgan Chase July 2004 - May 2007
Skills
Accounting, Auditing, Business Process..., Coaching, Finance, Financial Analysis, Financial Reporting, Financial Statements, Fund Accounting, GAAP, Internal Controls, Leadership, Management, Performance Management, Securities, Policy, Team Building, Training, Customer Service, Loans, Account Reconciliation, Risk Management, Banking
Education
Northwood University 1996 — 2000
BBA, Accounting
ghSMART August 2014 - Present
Bain & Company January 2011 - July 2014
Fidelity Foundation July 2007 - January 2011
Fidelity Investments July 2004 - July 2007
Morgan Stanley June 2003 - August 2003
Bain & Company August 1999 - August 2002
Goldman Sachs June 1998 - August 1998
Skills
Management Consulting, Strategy, Business Strategy, Organizational Design, Competitive Analysis, Analytics, Non-profits, Diversity & Inclusion, Diversity Program..., Global Recruiting, Human Capital, Private Foundations, Grant Making, Program Management, Corporate Development, Marketing Strategy, Grants, Nonprofits, Analysis, Consulting, Leadership, Management
Education
Kellogg School of Management 2002 — 2004
MBA, Finance, Strategy, Organizational Behavior, Non-Profit Management
Princeton University 1995 — 1999
AB, Political Economy
The Lawrenceville School
Fidelity Investments April 2015 - Present
Express Employment Professionals January 2014 - March 2015
Comfort Inn & Suites Cincinnati East 2013 - 2014
Winegardner & Hammons 2012 - 2013
Skills
Customer Service, Recruiting, Interviews, Administrative Office..., Accurate Data Entry, Sourcing, Hiring, Friendly Personality, Handle Confidential..., First Impressions, Hotels, Telephone Skills, Administration, Social Media, Onboarding, Time Management, Leadership, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Staffing Services, Training, Employee Relations, Temporary Staffing
Education
Northwood University 2010 — 2012
Entertainment, Sport and Promotion Management
Cohesion August 2011 - August 2015
Kramer Finn September 2008 - September 2011
Centric Consulting May 2010 - August 2011
Nationwide Insurance August 2009 - May 2010
Fidelity Investments September 2008 - August 2009
Fifth Third Bank November 2007 - August 2008
Pillar Technology December 2004 - 2007
RL Carriers 2003 - 2004
USi 2000 - 2002
ioc 1998 - 1999
Skills
Agile, Project Delivery, Quality Assurance, Agile Methodologies, Scrum, Strategic Planning, Program Management, Leadership, Lean Manufacturing, Team Leadership, Project Management, Agile Project Management, Management, Cross-functional Team..., Team Building, Software Development, Enterprise Software, Business Process, SDLC, Test Driven Development, Business Process..., Software Project..., Business Analysis, PMO, Business Intelligence, Project Portfolio..., Vendor Management, IT Strategy, Integration, PMP, Requirements Analysis, IT Management, Process Improvement, Endorsements
Education
Oakland Community College
361 Capital LLC August 2009 - Present
Dividend Capital Group June 2003 - June 2008
Janus Capital Group 2004 - 2005
Morningstar March 2000 - May 2003
PBHG Funds December 1996 - March 2000
Fidelity Investments February 1991 - December 1996
Merrill Lynch September 1985 - February 1991
Skills
Investments, Securities, Mutual Funds, Investment Advisory, Business Development, Alternative Investments, Investment Management, Financial Services, Asset Management, Wealth Management, Executive Management, Investment Strategies, Fixed Income, Asset Managment, Portfolio Management, Asset Allocation, Equities
Education
Northwestern University - Kellogg School of Management 2002 — 2003
KMI, Management
Penn State University 1981 — 1985
B of S, Economics
Avon Old Farms School 1979 — 1981
High School
Bloodworth Consulting February 2010 - Present
NYSE Euronext August 2005 - October 2010
Fidelity Investments August 2005 - September 2010
Skills
Financial Analysis, Sales Management, Marketing Strategy, Project Management, Stock Market
Education
New York University, Stern School of Business 2001 — 2005
Master's degree, Finance, General
Nyack College 1999 — 2001
Bachelor's degree, Finance, General
Fidelity Investments August 2013 - Present
Fidelity Investments May 2011 - Present
Fidelity Investments 2005 - May 2011
Education
Norwich University 1988 — 1992
Insulet Corporation July 2014 - Present
Smith & Nephew Endoscopy October 2011 - July 2014
Henry International Project Management Services March 2011 - October 2012
Project Management Institute (NH Chapter) September 2010 - January 2012
Sensitech Inc, a Subsidiary of Carrier Corporation, a United Technologies Company October 2008 - March 2011
PMI-NH September 2008 - August 2010
Transparent Language January 2008 - October 2008
Electric Insurance Company April 2007 - January 2008
Fidelity Investments 2006 - 2007
Siebel Systems Inc. June 2000 - July 2002
Skills
Cross-functional Team..., Process Improvement, Program Management, SDLC, Project Management, MS Project, Management, Strategy, Risk Management, PMP, Business Process, Vendor Management, Business Process..., Leadership, Analysis, PMO, Strategic Planning, Product Management, Business Analysis, Project Portfolio..., Budgets, Information Technology, Integration, Internet Strategy, Six Sigma, Web Applications, Agile Methodologies, Software Project..., Requirements Analysis, Business Intelligence, Visio, Agile Project Management, CRM, Resource Management, Software Documentation, Microsoft Project, Team Leadership
Education
Nova Southeastern University 1984 — 1987
BS, Computer Engineering
University of Manitoba 1979 — 1982
Engineering, Geology
Nelson McIntyre Collegiate 1977 — 1979
High School Diploma, 12
Queen's Royal College 1971 — 1977
GCE O'Levels
VenueBook.com September 2010 - Present
Kellogg School of Management September 2008 - September 2010
OneWed 2009 - 2009
Sears September 2006 - June 2008
Fidelity Investments August 2004 - September 2006
Fidelity Investments 2004 - 2006
Skills
Entrepreneurship, Business Development, Strategic Consulting, Competitive Analysis, Market Research, Start-ups, Marketing Strategy, Analytics, Social Media Marketing, Marketing, Integrated Marketing, Product Marketing, Sales
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
Williams College 2000 — 2004
BA
isolvIT, Inc. January 2008 - Present
National Financial Services LLC, a Division of Fidelity Investments 2006 - September 2012
Fidelity Capital Systems, a Division of Fidelity Investments 2000 - September 2006
Fidelity Investments April 1995 - September 2000
Fidelity Brokerage and Services, a Division of Fidelity Investments 1998 - 2000
Fidelity Management and Research Company, a Division of Fidelity Investments 1995 - 1998
Replica Corporation 1994 - 1995
FDIC 1991 - 1994
Skills
Windows Azure, Oracle CRM On Demand, Web Services, Data Modeling, Software Design, Web Applications, Content Management..., B2B eCommerce, Application Development, SQL Server, Sybase, Oracle, SQL, PowerDesigner, ASP.NET, JavaScript, VBScript, Solaris, Unix, HTML, DHTML, XML, Web 2.0, Visual Basic, C#, Hospitality Industry, IIS, E-commerce, CMS, CRMOD Report Automation, CRMOD Documentation, Microsoft SQL Server, B2B, Software Development, Cloud Applications, Azure Cloud Services, Azure SQL Server &..., CRM, Java, SOA, Enterprise Architecture, Software Project..., PL/SQL, Oracle CRM, Cloud Computing
Education
University of Bridgeport 1980 — 1983
Software Engineering
Norwalk Community College 1979 — 1980
Associate's degree, Computer Programing
Université catholique de Louvain 1976 — 1979
Bachelor's degree, Software Engineering
La Montana Tax, LLC January 2007 - Present
Self-Employed January 2005 - October 2013
Fidelity Investments September 2012 - December 2012
Fidelity Investments September 2011 - December 2011
Skills
Tax Accounting, Payroll, Bookkeeping, Customer Service, Peachtree, Microsoft Excel, Microsoft Word, Employee Benefits, Financial Analysis, Microsoft Office, Financial Accounting
Education
Oakland University 2001 — 2006
Music Performance, General
ResCare Workforce Services September 2014 - Present
ResCare Workforce Services May 2014 - September 2014
ResCare Workforce Services October 2009 - May 2014
Morgan & Pottinger, P.S.C. October 2008 - June 2009
CBS Personnel June 2008 - September 2008
Convergys February 2008 - June 2008
Kelly Services August 2007 - January 2008
Fidelity Investments July 2000 - August 2007
Kentucky Army National Guard December 1996 - August 2007
Staffmark April 2000 - July 2000
Skills
Customer Service, Training Delivery, Employee Training, Interviews, Training & Development, Resume Writing, Leadership, Microsoft Office, Organization &..., Facilitations, Customer Engagement, Customer Satisfaction, Data Entry, Collaborative Problem..., Communication Skills, Close Attention to..., Dependable Team Player, Customer Support, Legal Documents, HIPAA, High Level Of..., Case Management Services, Hands-on Problem Solver, Highly motivated..., Dedicated Professional, Legal Compliance, Thrive in..., Policy Analysis, Multi Tasking, Payroll, Reports, Technical Support, Call Centers, Solid computer skills, Learn New Software..., Learning Quickly, DOS, Web Applications, Web Services, Social Services, Corporate Social..., Multi-line Phone, Google Docs, Temporary Assistance..., Career Development, Career Counseling, Career Assessment, Career Development..., Communication, Public Speaking
Education
Oakland City University 2010 — 2015
Business Administration: Human Resources Concentration
Grant County High School 1993 — 1997
High School Diploma, General
Marketing Communications and Brand Positioning April 2015 - Present
Fidelity Investments December 2012 - March 2015
U.S. Department of Housing and Urban Development June 2009 - November 2012
Office of Senator Christopher J. Dodd 2008 - 2009
Chris Dodd for President March 2007 - January 2008
Office of the Hon. Rosa DeLauro January 2002 - March 2007
Freelance Writing 2003 - 2007
Skills
Public Policy, Strategic Communications, Speech Writing, Politics, Legislative Relations, Policy Analysis, Media Relations, Non-profits, Community Outreach, Political Communication, Public Relations, Press Releases, Political Campaigns, Public Speaking, Social Media, Coalitions, Fundraising, Blogging, Grassroots Organizing, Corporate Communications, Ableton Live, Propellerheads Reason, Music Criticism, Studio Recording, String Arrangements, Government, Policy, Message Development, Strategy, Writing, Nonprofits, Editing, Crisis Communications, Community Development, Leadership, Internal Communications, Strategic Planning, Research, Marketing Communications
Education
Oberlin College 1993 — 1996
Bachelor of Music, Electronic and Computer Music
Northfield Mount Hermon 1988 — 1991
High School
Shore Country Day 1978 — 1988
CareKinesis, Inc March 2013 - Present
credo2u LLC July 2007 - Present
excelleRx September 2002 - August 2007
Synygy February 1999 - September 2002
Fidelity Investments June 1998 - January 1999
Skills
Project Management, Analytics, CRM, Dashboard, Business Intelligence, Management, Crystal Reports, Analysis, Strategy, Consulting, Leadership, ERP
Education
Oberlin College 1993 — 1998
BMus, Piano Performance
Oberlin College 1993 — 1998
BA, Economics
Sincere & Co. September 1997 - Present
Fidelity Investments March 1995 - September 1997
National Westminster Bank April 1994 - March 1995
Citigroup 1992 - 1994
Citibank 1989 - 1991
Citicorp 1988 - 1989
Citicorp Investment Services March 1984 - September 1988
Skills
Marketing Strategy, Product Introduction, Sales Management, Alternative Investments, Wealth Management, Estate Planning, Mutual Funds, Strategy, Credit, Finance, Marketing, Financial Services, Private Placements, Strategic Financial..., Hedge Funds, Morningstar, Brokerage, Series 7, Series 63, Asset Managment, Investments, Financial Advisory, Personal Finance, Start-ups, Asset Management, Insurance, Strategic Planning, Securities, Retirement, Investment Strategies, Asset Allocation, Investment Management, Retirement Planning, 401k
Education
Northwestern University - Kellogg School of Management 1979 — 1983
MM, Marketing, Finance
University of Wisconsin-Madison 1974 — 1975
Bachelor's degree, History
Tel Aviv University, Israel 1973 — 1974
Overseas Program, History
University of Wisconsin - Madison 1972 — 1973
Bachelor of Arts (BA), History Major
University of Northern Colorado 1971 — 1972
Political Science
Fidelity Investments June 2012 - Present
US Navy 1988 - Present
HighTower April 2009 - May 2012
Goldman Sachs February 1999 - March 2009
Goldman Sachs 2001 - 2003
Goldman Sachs 1999 - 2001
Fidelity Investments 1993 - 1999
Skills
Process Improvement, Team Building, Customer Service, Resource Management, Operations Management, Risk Management, Customer Relations, Program Management, Security Clearance, Compliance, Change Management, Leadership Development, Mentoring, Risk Mitigation, Problem Solving, Microsoft Office, Executive Management, Business Process..., Leadership, Team Leadership, Management, Project Management, Financial Services, Recruiting, CRM, Training, Analysis, Strategy, Policy, Human Resources, Budgets, Government
Education
Norwich University 1984 — 1988
BS, Computer Science Business
Fidelity Investments November 2012 - Present
Fidelity Investments March 2011 - October 2012
Fidelity Investments July 2005 - March 2011
Fidelity Investments July 2001 - July 2005
United Parcel Servive 1990 - 2001
US Army 1989 - 1990
Skills
Physical Security, Security Management, Corporate Security, Vendor Management, Risk Management, Process Improvement, Security, Business Continuity, Private Investigations, Operational Risk..., Financial Services, AML, Financial Risk, Program Management, Strategic Planning, Executive Protection, Information Security, Leadership, Fraud, Management, Protection, Access Control, Analysis, Security Audits, Crisis Management, Security Operations, Information Security..., Risk Assessment, Strategy, Project Management
Education
Suffolk University 1999 — 2001
MS CJ, Justice Studies
Norwich University 1985 — 1989
BA CJ, Criminal Justice
Georgetown University - ISMA Executive Leadership Program
Veracode March 2015 - Present
Fidelity Investments May 2012 - March 2015
BeyondTrust February 2010 - February 2012
BeyondTrust March 2006 - February 2010
Computer Associates December 2005 - March 2006
Sophos January 2003 - December 2005
Bowstreet Inc 2000 - 2003
Crabtree & Evelyn 1999 - 2000
Lahey Clinic 1993 - 1999
Fleet Bank 1983 - 1992
Skills
Employee Relations, Workforce Planning, Strategic Planning, Leadership Development, Executive Management, Performance Management, Recruitment/Retention, Coaching, Organizational..., HR Consulting, Mergers, Company Acquisitions, Talent Management, Business Development, Team Building, Start-ups, Recruiting, Mergers & Acquisitions, Human Resources, Strategy, Employee Benefits
Education
Notre Dame College
B.S., I/O Psychology
Fidelity Investments August 2011 - Present
Sheridan Road Financial April 2011 - August 2011
Blue Prairie Group 2010 - 2010
Blue Prairie Group 2009 - 2010
Blue Prairie Group 2007 - 2008
Blue Prairie Group 2006 - 2007
Columbia Management October 2003 - May 2006
Columbia Management June 2003 - September 2003
Skills
Negotiation, 401k, Mutual Funds, Investments, Retirement, Series 7, Series 63, Asset Allocation, Investment Advisory, Investment Strategies, Asset Managment, ERISA, Retirement Planning, Pensions, Investment Management, Wealth Management, Employee Benefits
Education
Northwestern University - Kellogg School of Management 2009 — 2012
Master of Business Administration (MBA), Management & Organizations and Marketing
University of Michigan 1999 — 2003
BA, Economics
Norwich University February 2011 - Present
Cray Publishing October 2003 - January 2011
Volleyball Hall of Fame 2009 - 2011
Fidelity Investments 2000 - January 2003
Guest Info-Link September 1999 - September 2000
NPI Custom Publishing 1998 - 1999
Casey Associates, Inc. 1981 - November 1998
Skills
Marketing, Event Planning, Public Speaking, Direct Marketing, Advertising, Strategy, Management, Sales, Strategic Planning, Business Planning, Time Management, Marketing Strategy, Digital Marketing, Public Relations, Event Management, Video Production, Marketing Communications, Fundraising, Social Media, Strategic Communications, Editing, Higher Education, Alumni Relations, Program Management, Nonprofits, Social Media Marketing, Negotiation, Leadership, Social Networking, Publishing, Community Outreach, Copywriting, Online Marketing, Organizational..., Budgets, Program Development, Team Building, Annual Giving, Community Development, Copy Editing, Email Marketing, Media Relations, Facebook, Training, Leadership Development, Press Releases, Newsletters, Creative Writing, Volunteer Management, Team Leadership
Education
Norwich University 1976 — 1980
Bachelor's Degree, English
South Hadley High School 1972 — 1976
Fidelity Investments December 2010 - Present
CenterPoint Insurance Group, LLC March 2010 - December 2010
Allianz Life February 2007 - March 2010
First American Funds August 2005 - February 2007
Jackson National Life January 2000 - April 2005
American Skandia October 1998 - January 2000
Education
Norwich University 1997 — 1999
Bachelors, Liberal Arts
Wheaton College (MA) 1995 — 1997
The Lawrenceville School 1992 — 1995
High School
Microsoft June 2015 - Present
VMware June 2013 - June 2015
Websense December 2012 - April 2013
McAfee November 2008 - December 2012
Bank of America February 2008 - November 2008
Fidelity Investments January 2007 - January 2008
Skills
Encryption, Solution Selling, SaaS, Enterprise Software, Channel, Cloud Computing, Selling, Cold Calling, Competitive Analysis, Account Management, New Business Development, Security, Channel Partners, Marketing, Lead Generation, Direct Sales, Multi-channel Marketing, CRM, Sales Operations, Sales Process, Sales Management, Strategic Planning, Virtualization, Salesforce.com, Managed Services, Strategic Partnerships
Education
Northwood University-Florida
University of North Texas
Progressive Insurance April 2015 - Present
Fidelity Investments June 2014 - August 2014
Oberlin College September 2012 - June 2014
Mathematics Research, Oberlin College January 2013 - January 2013
MATHPOWER July 2011 - August 2012
Growing Energy Labs Inc January 2012 - January 2012
Shelter for Dogs, Animal Rescue League Boston June 2010 - August 2010
Beaver Country Day School September 2009 - June 2010
Skills
Teaching, Microsoft Office, Public Speaking, Tutoring, PowerPoint, Research, Editing
Education
Oberlin College 2011 — 2015
BA, Mathematics
Beaver Country Day School 2005 — 2011
Fidelity Investments August 2011 - Present
Deloitte August 2005 - July 2009
Skills
Management Consulting
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Marketing, Finance, Management & Strategy
University of Pennsylvania - The Wharton School 2001 — 2005
BS Economics
Lincoln Financial Group October 2011 - Present
Lincoln Financial Group March 2011 - October 2011
Fidelity Investments November 2004 - October 2010
Jefferson Pilot Financial April 2001 - December 2004
Chubb Life America November 1987 - March 2001
AIG/New Hampshire Insurance June 1984 - October 1987
Allmerica/Hanover Insurance May 1982 - May 1984
Skills
SDLC, Agile Methodologies, Quality Assurance, Integration, Testing, Quality Center, Software Development, Strategy, MS Project, Enterprise Software, Test Planning, Test Management, Business Analysis, Financial Services, Management, Process Improvement, SQL, Software Project..., Test Automation, Vendor Management
Education
Norwich University 1977 — 1981
Business Admin, Computer Science/Marketing
Huntington National Bank October 2014 - Present
One America July 2011 - March 2014
Dixon Hughes Goodman LLP August 2010 - April 2011
Fidelity Investments December 2006 - February 2009
Fifth Third Bank May 2003 - December 2006
Fifth Third Bank April 2002 - May 2003
Fifth Third Bank September 2000 - April 2002
Empire National Bank June 1998 - May 2000
First of America Bank July 1996 - June 1998
NBD Bank May 1995 - July 1996
Skills
Retirement, Retirement Planning, ERISA, 401k, Defined Benefit, Employee Benefits, Pensions, Project Management, Strategic Leadership, Retirement Plan..., Investments, 403 b, Qualified Retirement..., Profit Sharing, Financial Advisory, Insurance, Mutual Funds, Financial Services
Education
Oakland University 1984 — 1991
BS, Accounting
Lake Orion High School 1980 — 1983
Edward Jones September 2015 - Present
Charles Schwab August 2012 - September 2015
Fidelity Investments November 2005 - August 2012
Putnam Investments November 1998 - January 2004
Education
Norwich University 1993 — 1997
BS, Business Mgt.
Derryfield School 1986 — 1988
Exceptionally Empowered, LLC September 2014 - Present
Duval County Public Schools July 2012 - Present
Exceptionally Empowered LLC 2015 - 2015
Exceptionally Empowered LLC 2015 - 2015
Exceptionally Empowered LLC 2015 - 2015
Exceptionally Empowered 2014 - 2015
Impact Church 2006 - 2015
Wolfson High School May 2010 - May 2011
Fidelity Investments 2009 - 2010
Skills
Public Speaking, Curriculum Development, Social Media, Teaching, Real Estate, Special Education, Curriculum Design, Staff Development, Educational Technology, Classroom Management, Classroom, K-12, Educational Leadership, Teacher Training, Coaching, Leadership Development
Education
Nova Southeastern University 2000 — 2002
Master of Arts (M.A.), Teaching and learning
Sandalwood High School
Wheelabrator Technologies July 2013 - Present
RBS Citizens Financial Group January 2013 - July 2013
RBS Citizens Financial Group January 2007 - July 2013
RBS Citizens Financial Group January 2005 - February 2007
The Home Depot 2003 - 2005
Fidelity Investments 1999 - 2003
Robert Half International 1997 - 1999
US Army 1992 - 1996
Skills
Employee Relations, Organizational Design, Shared Services, Performance Management, Leadership Development, Change Management, Succession Planning, Talent Management, Coaching, Legal Compliance, HR Policies, Workplace Investigations, FMLA, Management, Labor Relations, Process Improvement, Vendor Management, Executive Coaching, Conflict Resolution, Policy, Employee Engagement, HR Consulting, Employee Training, Organizational..., Onboarding, Team Building, Recruiting, Employment Law, Workforce Planning, Organizational..., Project Management, Training Delivery, Career Development, Management Development, Strategic Planning, Leadership, Training, Benefits Administration, Talent Acquisition, Management Consulting, Risk Management, Banking, HR Transformation, Performance Improvement, Personnel Management, Payroll, Deferred Compensation, HRIS, Employee Benefits, Human Resources
Education
Norwich University 1988 — 1992
BS, Accounting
Harlequin October 2005 - Present
Bank of Montreal May 2005 - September 2005
Green Sea February 1999 - March 2005
Fidelity Investments January 1995 - January 1999
Skills
Typography, Art Direction, Corporate Identity, Illustration, Graphic Design, InDesign, Adobe Creative Suite, Flyers, Illustrator, Brochures, Layout, QuarkXPress, Photoshop, Mac, Books, Book Covers, Publications, Logo Design, Publishing, Print Production, Newsletters, Book Design, Logos, Posters, Graphics, Creative Direction, Visual Communication, Image Manipulation, Art
Education
Ontario College of Art and Design 1988 — 1992
Associate of the Ontario College of Art, Art/Art Studies, General
Fidelity Investments January 2014 - Present
Fidelity Investments February 2011 - December 2013
Fidelity Investments July 2008 - February 2011
Fidelity Investments May 2007 - July 2008
Fidelity Investments July 2006 - May 2007
Fidelity Investments August 2005 - July 2006
Investors Bank and Trust December 2003 - July 2005
Skills
Defined Benefit, Retirement, Pensions, Employee Benefits, Process Improvement, Microsoft Excel, Benefits Administration, Microsoft Office, Risk Management, PowerPoint, Financial Services, Pension Administration
Education
Norwich University 2008 — 2009
Masters, Business Administration
Norwich University 1999 — 2003
Bachelors of Science, Economics
Leerink Pharmaceutical Investments LLC January 2014 - Present
Viabay Capital April 2013 - December 2013
Fidelity Investments May 2006 - March 2013
Leerink Swann April 2004 - April 2006
J.P. Morgan April 2001 - March 2004
Stifel Financial Corp. January 1996 - September 1998
Woundfast Pharmaceuticals May 1993 - May 1995
Skills
Bloomberg, Equity Research, Portfolio Management, Financial Modeling, Mutual Funds, Valuation, Capital Markets, Asset Allocation, Financial Analysis, Pharmaceutical Industry, Biotechnology Industry, OTC, Business Strategy, Mergers & Acquisitions, Asset Management, Equities
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Business Administration (M.B.A.), Management and Strategy, Finance, and Marketing
Washington University in St. Louis 1989 — 1993
Bachelor of Arts (B.A.), Biology
Illinois Math and Science Academy 1986 — 1989
Fidelity Investments January 2015 - Present
Wiltshire Marketing Group January 2010 - December 2014
LoyaltyOne January 2010 - January 2012
Sears Holdings Management Corporation 2007 - 2009
Citi 2004 - 2007
Sears Holdings Management Corporation 1997 - 2004
Fidelity Investments 1992 - 1997
Household International 1988 - 1992
Skills
Marketing Strategy, CRM, Loyalty Programs, Loyalty Marketing, Product Development, Financial Services, Email Marketing, Business Development, Strategic Planning, Business Strategy, Marketing, Retail Banking, Retail Marketing, Credit Cards, Leadership, Management, Strategy, Social Media, Direct Marketing, Relationship Marketing, Marketing Communications, Social Media Marketing, Vendor Relationships, Retail, Customer Insight, E-commerce, Marketing Research
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing, Strategy
Trust Company of America June 2013 - Present
Fidelity Investments August 2011 - May 2013
Nueces County Dispute Resolution Services September 2009 - May 2011
Skills
Leadership, Customer Service, Conflict Resolution, Sales, Relationship Management, Technology..., Project Management, Mutual Funds, Trading, Consulting, Financial Operations, Management, Trade Settlement Support, Financial Services, Investments, Public Speaking, SaaS, Microsoft Office, Analysis, Leadership Development
Education
Nova Southeastern University 2010 — 2012
M.S., Conflict Analysis and Resolution, 3.82
Texas A&M University-Corpus Christi 2006 — 2010
B.A., English
Prudential Financial February 2012 - Present
Fidelity Investments 2008 - 2012
Fidelity Investments 2005 - 2008
Skills
Retirement, Mutual Funds, 401k, Series 63, Series 6, Financial Services, Customer Service, Relationship Management, Retirement Planning, Analysis, Consulting, Training, Coaching, Social Media, Strategic Planning, Strategy, Investments, Defined Contribution, Marketing Communications, Management, Salesforce.com, Written & Oral..., Executive Presentation..., 457 Plans, 403 b, Sales, Entrepreneurship, Networking, Project Management, Training & Development, Interview Skills, Marketing, Marketing Strategy
Education
Northwood University-Texas 2003 — 2007
Business, Management, Marketing, and Related Support Services
Fidelity Investments May 2015 - Present
Fidelity Investments October 2012 - Present
Victoria's Secret March 2010 - July 2012
The Buckle September 2008 - March 2010
Northwood University September 2006 - May 2008
Dallas Fashion Incubator October 2005 - December 2005
Skills
Visual Merchandising, Customer Service, Problem Solving, Oracle Applications, Microsoft Office, Recruiting, Training, Troubleshooting, Customer Satisfaction, Event Planning, Business Planning, Floorplanning, Customer Retention, Leadership, Time Management, Team Building, Marketing, Sales, Management, Public Speaking
Education
Northwood University-Texas 2006 — 2010
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General, 3.35
Northwood University-Texas 2006 — 2010
Associate of Arts (AA), Fashion Merchandising
Watts Water Technologies November 2012 - Present
Coco, Early & Associates April 2012 - Present
Watts Water Technologies March 2007 - January 2013
Fidelity Investments March 2004 - March 2007
Fidelity Investments January 2003 - March 2004
Skills
Program Management, Six Sigma, Project Planning, Project Management, Manufacturing, Account Management, MS Project, Microsoft Excel, Visio, Financial Analysis, Lean Sigma, Customer Relations, Accounting, Root Cause Analysis, Project Implementation, Excel, Consolidation, FMEA, Accounts Payable, Accounts Receivable, Key Account Management, Customer Satisfaction, MS Reporting Services, Navision, Macola, Macola Progression, Real World, QAD, Oracle E-Business Suite, Archer, Archer Software Survey..., Archer Software Survey..., Process Engineering, Predictive Analytics, Process Improvement, Lean Manufacturing, Cross-functional Team..., Customer Service, Microsoft Project, Management
Education
Norwich University 1999 — 2003
BS, Psychology & Communication
Spaulding High School 1995 — 1999
High school diploma
Rock Bottom Restaurant & Brewery June 2015 - Present
Fidelity Investments February 2015 - Present
Rock Bottom Restaurant & Brewery April 2013 - Present
Disabled American Veterans December 2013 - May 2014
TGI Fridays May 2012 - April 2013
Cherry HIll Swim Club January 2009 - August 2012
Stevenson Color, Inc. August 2011 - May 2012
Buckle January 2009 - March 2012
Skills
Social Media, Teamwork, Social Media Marketing, Social Networking, Sales, Leadership, Marketing, Time Management, PowerPoint, Event Planning, Advertising, Facebook, Microsoft Word, Microsoft Office, Marketing Communications, Customer Service, Marketing Research, Microsoft Excel, Blogging, Marketing Strategy, Designing, Promotions, Sales Promotion, Graphic Design, Selling, Fashion, Branding & Identity, Team Building, Customer Satisfaction, Event Management, Public Speaking, Research, Market Research, Retail, Team-oriented, Merchandising, Visual Merchandising, Public Relations, Team Leadership, Integrated Marketing, Community Outreach, Access, People Skills, Instagram, Cause-Marketing, Photography, TEM (Tax Exempt Markets), WI (Work place..., 401k, 403 b
Education
Northern Kentucky University 2009 — 2014
Bachelor's degree, Marketing
Notre Dame College 2009 — 2010
Registered Nursing/Registered Nurse
Union College Barbourville, KY 2008 — 2009
Undecided Major
Conner High School 2004 — 2008
Fidelity Investments September 2015 - Present
Fidelity Investments October 2014 - September 2015
Fidelity Investments August 2012 - October 2014
Gregory J. Schwartz & Co. November 2009 - July 2012
Bloomfield Hills Country Club March 2006 - October 2009
Beyond Gaming, LLC January 2006 - October 2009
Cranbrook Academy of Art and Art Museum May 2009 - September 2009
Compass Financial Group, LLC April 2009 - September 2009
Chicken Shack August 2005 - January 2008
Education
Oakland University
B.S., Finance
Berkley High School
Our Shepherd Lutheran Birmingham
Fidelity Investments Corporate QualityCold Heading CompanyJuly 2014 - January 2015
Techworld Language Solutions, Inc. 2013 - 2014
Modernistic Cleaning and Restoration July 2011 - June 2013
Modernistic Cleaning and Restoration July 2011 - June 2013
Skills
Creative Writing, Proofreading, Copy Editing, Persuasive Writing, Copywriting, Customer Service, Customer Satisfaction, Internet Troubleshooting, Creative Problem Solving, Note Taking, Debate, Critical Thinking, Detail oriented, Grammar, Bilingual-English/Spanis..., Problem Solving, Microsoft Office, Team Building, Social Media, Spanish, Microsoft Excel, Microsoft Word, Sales
Education
Oakland University 2008 — 2012
Bachelor of Arts (BA), Spanish Language and Literature
InterSystems 2015 - Present
Vistaprint August 2014 - December 2014
Biogen Idec 2012 - 2014
Professional Staffing Group 2011 - 2012
Henry Elliott & Company, Inc 2007 - 2010
Fidelity Investments 2006 - 2007
John Hancock Life Insurance Company (U.S.A.) 2004 - 2006
Skills
Technical Recruiting, Staffing Services, Healthcare IT, Software Industry, Technology Development, Talent Acquisition, Healthcare Information..., Internet Recruiting, Applicant Tracking..., Recruiting, SEO, Temporary Placement, Leadership, Onboarding, Human Resources, Biotechnology, College Recruiting, Executive Search, Interviews, Sourcing, Management, Talent Management, Strategy
Education
Norwich University 2000 — 2004
Bachelor of Science: Business Administration, Management
Xaverian Brothers High School 1997 — 2000
Southern New Hampshire University November 2013 - February 2015
Fidelity Investments July 2011 - March 2013
Fidelity Investments May 2006 - July 2011
Reardon Associates February 2002 - May 2006
Skills
Employee Relations, Talent Acquisition, Talent Management, Human Resources, Training, Recruiting, Benefits Administration, Temporary Placement, Management, Workforce Planning, CRM, Interviews, Sourcing, Employee Engagement, Onboarding, Performance Management, Hiring, Deferred Compensation, Leadership, Strategy, Coaching, Applicant Tracking..., College Recruiting, Employee Benefits, Career Counseling, Technical Recruiting, Organizational...
Education
Notre Dame College 1996 — 2000
BA, Psychology with minor in Business Management
Two Sigma September 2014 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates January 2011 - August 2014
Fidelity Investments August 2006 - June 2007
Education
Northwestern University School of Law 2007 — 2010
The College of Wooster 2002 — 2006
Bachelor of Arts (B.A.), Philosophy
Passed Level II of the CFA Program
Suffield Academy
Visa December 2014 - Present
8-Bit ATX August 2012 - Present
Invenio Marketing Solutions January 2012 - August 2014
VaultLogix August 2010 - June 2011
Emerson August 2008 - January 2009
Dell March 2008 - June 2008
State National Companies June 2007 - February 2008
Fidelity Investments October 2006 - February 2007
Raymond James & Associates, Inc July 2005 - August 2006
Raymond James Financial Inc. December 2003 - July 2005
Skills
Microsoft SQL Server, Salesforce.com, SharePoint, Databases, Visio, SQL, Process Improvement, Cloud Computing, Enterprise Software, Disaster Recovery, Access, Troubleshooting, SaaS, CRM, Virtualization
Education
ITT Technical Institute 2001 — 2003
Associates
Oakland Community College 1994 — 2000
Metro-North Railroad September 2013 - Present
Energizer Personal Care November 2005 - July 2013
TIAA-CREF March 2002 - February 2005
Fidelity Investments May 1998 - February 2002
The Depository Trust & Clearing Corporation 1987 - 1998
Skills
Leadership Development, Team Development, Coaching, Consulting, Change Management, Organizational..., Performance Management, Succession Planning, Team Facilitation, Training Facilitation, People Skills, Process Improvement, Cross-functional Team..., Talent Management, Training, Continuous Improvement, Human Resources, Employee Engagement, Leadership, Talent Acquisition, Employee Relations, Personnel Management, Organizational..., Culture Change, Executive Coaching, Strategy, Training Delivery, Business Process, Organizational Design, Workforce Planning, Onboarding, Labor Relations, Workshop Facilitation, HRIS, Adult Learning..., Curriculum Development, New Leader Assimilation, Organizational Needs..., Training Needs Analysis, Project Management, Management Development, Leadership Development..., Development Planning, Interviewing Skills, Building Relationships, Vendor Management, Employee Training, Management, New Hire Orientations, 360 Feedback
Education
University of Bridgeport 1991 — 1993
Master of Science (MS), Counseling and Human Resources Management
Hunter College of the City University of New York 1976 — 1981
Bachelor of Arts (BA), Education
NYU School of Professional Studies
H.E. Sechman Retirement Planning February 2008 - Present
Fidelity Investments July 2006 - January 2008
UMass Medical School 2004 - 2006
Education
The American College 2011 — 2015
ChFC
Northwestern University - The Feinberg School of Medicine 1997 — 2004
Ph.D., Microbiology
University of Rochester 1993 — 1997
BS, Molecular Biology
Financial Industry Regulatory Authority August 2011 - Present
Financial Industry Regulatory Authority October 2009 - August 2011
Fidelity Investments March 2008 - July 2009
de beaubien, Knight, Simmons, Mantzaris & Neal, LLP January 2005 - April 2006
United States Navy July 1999 - July 2004
Skills
Securities Regulation, Process Improvement, Program Management, Team Leadership, Risk Management, Government, Securities, Mergers, Financial Analysis, Analysis, Equities, Investments, Finance, Legal Research, Management, Financial Services, Legal Writing, Mergers & Acquisitions, Microsoft Office, Due Diligence, Series 63
Education
Nova Southeastern University Shepard Broad College of Law 2009 — 2012
J.D.
University of Florida - Warrington College of Business Administration 2006 — 2007
B.S.B.A., Management
linuxwurx January 2008 - Present
ARRIS May 2014 - September 2014
Analogic Corporation September 2012 - March 2013
Tyco International July 2011 - September 2012
Independant Consultant March 2009 - August 2011
Proliphix July 2008 - 2008
Grew Up 1966 - 2008
Fidelity Investments September 2005 - February 2007
Compuware Corp July 2001 - August 2006
Kana 2001 - 2001
Skills
Firewalls, Databases, Unix, Perl, Linux, Solaris, VPN, Network Administration, C++, Java Enterprise Edition, System Administration, Storage, Cisco Technologies, Quality Assurance, Embedded Systems, Troubleshooting, Operating Systems, Bash, XML, Oracle, Shell Scripting, VoIP, Windows, PHP, IP, VMware, Virtualization, Cloud Computing, C, Testing, Agile Methodologies, Apache, Technical Support, Software Engineering, Tomcat, Software Development, JavaScript, MySQL, SQL, TCP/IP, VMware ESX, Integration, Test Planning, Java, Microsoft SQL Server
Education
Nova Scotia Community College 1989 — 1990
COMPSCI
St Lawrence College 1984 — 1986
MECH ENG
Scollard Hall 1980 — 1984
High School Diploma
Arven Advisors January 2015 - Present
Arven Financial, LLC January 2015 - Present
Espirito Santo Bank July 2012 - January 2015
Northwestern Mutual October 2009 - December 2011
TAM Training May 2007 - August 2009
Fidelity Investments February 2006 - July 2006
Sandy Wallin Inc. August 2000 - January 2006
Elite Model Management Corporation April 2004 - August 2004
Skills
Leadership, Sales, Microsoft Word, Accounting, Strategy, Event Planning, Management, Marketing, Microsoft Office, PowerPoint, Program Management, Editing, Customer Service, Teamwork, Recruiting, Team Leadership, Advertising, Strategic Planning, Social Media, Team Building, Microsoft Excel, Account Management, Marketing Strategy, Public Relations, New Business Development, Access, Business Strategy
Education
Nova Southeastern University 2008 — 2009
MBA
University of Florida 2002 — 2005
BA
Carrollton School of the Sacred Heart
Aspen Renewable Energy 2010 - Present
D. E. Shaw & Co. July 2005 - Present
Deepwater Wind, LLC 2007 - Present
First Wind 2005 - 2015
JP Morgan Partners May 2000 - July 2005
The Beacon Group, LLC September 1995 - May 2000
Fidelity Investments September 1990 - July 1993
Skills
Private Equity, Investments, Energy, Renewable Energy, Due Diligence, Financial Modeling, Valuation, Entrepreneurship, Mergers, Corporate Finance, Business Strategy, Venture Capital
Education
Northwestern University - Kellogg School of Management 1994 — 1995
MM, Business
Yale University 1986 — 1990
BA, History
Fidelity Investments July 2004 - Present
Accenture 2000 - 2004
Miller Brewing Company 1997 - 1999
Miller Brewing Company 1994 - 1997
Kraft 1986 - 1994
Skills
Strategy, Organizational Design, Operations Management, Management Consulting, Business Process..., Business Strategy, Business Transformation, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance, Management, Marketing
University of Michigan 1979 — 1983
BA, Economics
Manulife Financial December 2013 - Present
CIBC January 2013 - October 2013
TD Bank, Wealth Management Technology Solutions March 1999 - December 2012
Fidelity Investments 1997 - 1999
Fidelity Investments 1995 - 1997
FAO (United Nations - Rome) 1993 - 1995
FAO (United Nations - Rome) 1990 - 1993
FAO (United Nations - Rome) 1989 - 1990
SHL Systemhouse 1985 - 1988
SHL Systemhouse 1979 - 1988
Skills
PMP, Scope Management, SDLC, Business Analysis, Use Case, Business Requirements, PMO, Cross-functional Team..., Requirements Gathering, Risk Management, proj, pmbo, Project Portfolio..., MS Project, Banking, Project Management, Business Process Mapping, Process Improvement, Requirements Analysis, Project Delivery, Vendor Management, Business Process, Software Project..., Management, Resource Management, IT Strategy, Business Process..., Integration, Systems Analysis, Visio, User Acceptance Testing, Governance, IT Management, Business Intelligence, Stakeholder Management, Business Process Design, Microsoft Project
Education
Ryerson University 1976 — 1979
Business
Oakwood College
Oakwood Collegiate
Fein Consulting Services, LLC June 2014 - Present
Xerox January 2013 - May 2014
Fidelity Investments April 2010 - December 2012
Hewitt April 2007 - December 2009
Mercer May 2005 - April 2007
Towers Perrin March 1987 - May 2005
Skills
Defined Benefit, Employee Benefits, Product Development, 401k, Executive Pay, Defined Contribution, Retirement, Sales, Product Management, Pensions, Management, Human Resources, Outsourcing, Relationship Management, Leadership, Consulting, Strategy, Management Consulting, Change Management
Education
Northwestern University - Kellogg School of Management
mba, marketing
University of Pennsylvania - The Wharton School
B.S., Finance
ACS, a Xerox Company June 2010 - Present
Fidelity December 2006 - August 2009
Fidelity Investments December 2006 - June 2008
Ceridian June 2004 - November 2006
Ceridian March 2002 - June 2004
Great Lakes Strategies March 2001 - March 2002
Great Lakes Strategies March 2000 - March 2001
Providence Hospital August 1991 - March 2000
Education
Oakland University 1997 — 2002
Fidelity Investments January 2013 - Present
Fidelity Investments May 2009 - December 2012
Fidelity Investments July 2005 - June 2009
Fidelity Investments September 2001 - July 2005
Fairmarket 2000 - 2001
Bertucci's 1998 - 1999
Softbridge 1997 - 1999
Skills
Program Management, Process Improvement, Vendor Management, Resource Management, Project Management, PMP, Change Management, Business Analysis, Requirements Analysis, Software Documentation, Cross-functional Team..., Operations Management, Service Delivery, Disaster Recovery, Software Project..., IT Service Management, SDLC, IT Management, Strategy, Strategic Planning, Risk Management, Team Building, Leadership, Agile Methodologies, ITIL, Business Process..., Visio, Integration, Enterprise Architecture, Business Intelligence, SharePoint, PMO, Project Portfolio..., SaaS, IT Strategy, Requirements Gathering
Education
Tufts University 2003 — 2005
MS, Engineering Management
Norwich University 1993 — 1997
BS, Business Management
Fidelity Investments January 2012 - Present
Fidelity Investments 2007 - January 2012
First Citizens Bank 2003 - 2007
Peoplefluent 1999 - 2003
IBM 1995 - 1999
EDS Group 1985 - 1995
Skills
SaaS, Software Development, Web Applications, Vendor Management, Enterprise Architecture, CRM software, Siebel, OBIEE, Information Management, Information Architecture, Agile Project Management, Product Management, Product Marketing, Organizational...
Education
Oakland University 1981 — 1986
BS, Finance & Economics
Fidelity Investments December 2006 - Present
Fidelity Investments 1996 - 2011
Fidelity Investments July 2000 - July 2004
Skills
Process Improvement, Vendor Management, Business Analysis, Financial Services, Workforce Management, Call Center, Change Management, Business Process..., Management, Outsourcing, Program Management, Six Sigma, Team Leadership, Call Centers, CRM, Cross-functional Team..., Leadership, Analysis, Business Process, Operations Management, Project Portfolio..., Quality Assurance, Risk Management, Performance Management, Project Management
Education
Norwich University 1991 — 1995
BA, International Relations
Fidelity Investments October 2013 - Present
TIAA-CREF Tuition Financing, Inc March 2001 - April 2012
TIAA-CREF January 2004 - March 2008
NATIONWIDE RETIREMENT SOLUTIONS, INC December 1997 - March 2001
BENTLEY-LAWRENCE SECURITIES, INC July 1991 - December 1996
MARSHALL FIELDS' EMPLOYEE CREDIT UNION January 1996 - June 1996
Skills
Financial Education, Marketing, Public Relations, Retirement Consulting, Retirement Planning, Registered Represenative, Client Account..., Social Media and Media..., Training, 529 Plans, Digital Marketing, CRM Integration, Retirement Plan..., Health Insurance, College Savings Plans, Retirement Savings, Estate Preservation, Education Funding, College Education..., Life & Health Insurance..., Securities License, Marketing Strategy, Marketing Management, Marketing Communications, Email Marketing, Product Marketing, RFP Design, Business Planning, Budget Monitoring, Direct Marketing, Series 63, Retirement, Wealth Management, Asset Allocation, Strategic Financial..., Securities, Mutual Funds, Account Management, Financial Planning
Education
Oakland University
Bachelor's degree, Economics, minor in Spanish
University of St. Thomas
Certificate Digital and Internet Marketing
Lake Region Medical (formerly Accellent Inc) August 2014 - Present
Accellent Inc. February 2012 - August 2014
Accellent Inc. April 2009 - January 2012
Fidelity Investments January 2007 - December 2008
Fidelity Investments August 2000 - December 2006
Fidelity Investments July 1996 - August 2000
Contract Solutions Inc September 1987 - July 1996
United States Marine Corps June 1984 - July 1987
Skills
Sourcing, Recruiting, Applicant Tracking..., Talent Acquisition, College Recruiting, Internet Recruiting, HRIS, Technical Recruiting, Onboarding, Talent Management, Employee Relations, Workforce Planning, Employer Branding, Human Resources, Training, Talent Acquisition..., Program Management, Temporary Placement, Staffing Services, Interviews, Performance Management, Strategy, Leadership, Hiring
Education
Norwich University
Bachelor of Arts (B.A.)
Epsilon November 2010 - Present
Harte Hanks July 2008 - December 2008
Fidelity Investments January 2005 - June 2008
Harte Hanks Data Technologies June 2000 - January 2002
PC Connection, Inc. April 1998 - June 2000
Valinor, Inc. April 1990 - April 1998
Skills
Program Management, Project Management, Cross-functional Team..., MS Project, Change Management, Team Building, Leadership, CRM, Requirements Analysis, Project Planning, Relationship Management, Management, Strategy, Business Analysis, Agile Methodologies, Integration
Education
Southern New Hampshire University 2000 — 2008
MBA, MBA
Notre Dame College 1989 — 1993
BA, Paralegal Studies, Business
Fidelity Investments March 2012 - Present
Fidelity Investments July 2010 - March 2012
Fidelity Investments September 2006 - July 2010
Fidelity Investments April 2006 - September 2006
Fidelity Investments April 2005 - April 2006
Fidelity Investments December 2001 - April 2005
Fidelity Investments August 2000 - December 2001
Fidelity Investments January 2000 - August 2000
Fidelity Investments September 1998 - January 2000
Fidelity Investments October 1997 - September 1998
Education
Norwich University
MBA
Weber State University
BS, Communications, Public Relations
Fidelity Investments October 2012 - Present
Fidelity Investments August 2008 - October 2012
Fidelity Investments August 2005 - August 2008
John Hancock Financial Services June 2002 - July 2003
Skills
Project Management, Risk Assessment, Counter Surveillance, Access Control, Buisness Continuity, Crisis Management, Risk Management, Microsoft Office, Microsoft Excel, Leadership, Data Analysis, Customer Service, Program Management, PowerPoint, Analysis, Training, Management, Surveillance, Basic Life Support, Critical Thinking, Asset Protection, Operations Management, Incident Command, Command Center, Cpr Certified, Threat Analysis, Evacuation, Fire Safety, Physical Security, Lenel, Casi, Photoshop, Photography
Education
Norwich University 1997 — 2001
Bachelor of Science (BA), Criminal Justice
Rob Tilley Photography Investment Communications DirectorFidelity Investments1991 - 2003
Fidelity Investments 1993 - 1996
Skills
Photography, Images, Digital Photography, Fine Art Photography, Architectural..., Travel Photography, Magazines, Portrait Photography, Photojournalism, Photos, Editorial, Lifestyle Photography, Lightroom, Commercial Photography, Social Media, Wedding Photography, Art, Publishing, Image Editing, Portraits, Photoshop, Journalism, Digital Imaging, Blogging, Landscape Photography, Headshots, Multimedia
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1978 — 1980
MA, International Studies
Oberlin College 1972 — 1976
BA, East Asian Studies
Fidelity Investments September 2015 - Present
Fidelity Investments December 2007 - September 2015
Fidelity Invesments 2006 - 2007
Fidelity Investments 2004 - 2006
Skills
Uniform Combined State..., Leadership, Series 7, Sales, Customer Retention, Estate Planning, Investment Advisory, Management, Sales Management, Wealth Management, Investments, Asset Allocation, Mutual Funds, Retirement, Retirement Planning
Education
Merrimack College, College of Financial Planning 2003 — 2005
Merrimack College, College of Financial Planning
Norwich University 1989 — 1993
BA, Criminal Justice
Experis May 2014 - Present
Space Exploration Technologies September 2011 - May 2014
Cisco Systems November 2009 - September 2011
Fidelity Investments October 2009 - November 2009
MLS Data Management Solutions October 2008 - October 2009
CSC October 2007 - October 2008
Mesa Airlines July 2007 - October 2008
DynCorp International 2006 - 2007
Radiant Systems February 2005 - February 2006
GameStop April 2004 - February 2005
Skills
SQL Server, Java, .NET, C#, Design Patterns, Objective-C, iOS, jQuery, Node.js, MongoDB, Microsoft SQL Server, Software Development, WCF, SharePoint, ASP.NET, Agile Methodologies, AJAX, LINQ, REST, Databases, MVC, Software Engineering, JavaScript
Education
Novosibirsk State Technical University (NSTU) 1989 — 1994
CS
Eastern Financial Network April 2015 - Present
Fidelity Investments 2010 - 2015
Fidelity Investments April 2006 - 2010
Fidelity Investments September 2001 - March 2006
Skills
Business Analysis, Coaching, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Process Improvement, Risk Management, Strategic Planning, Team Leadership
Education
Norwich University 1995 — 1999
Bachelor's degree
Citizens Bank September 2013 - Present
Boston Scientific March 2012 - December 2012
Citizens Bank 2010 - 2011
Fidelity Investments 2006 - 2008
Skills
Technical Writing, Technical Documentation, RoboHelp, Visio, Software Documentation, Content Management, FrameMaker, Information Technology, SnagIt, SharePoint, Manuals, Technical Communication, Captivate, Adobe Acrobat, Online Help
Education
Nyack College 1975 — 1979
Bachelor of Arts (B.A.), English Language and Literature/Letters
Rumford High School
Commonwealth Financial Network March 2009 - May 2014
Fidelity Capital Markets September 2006 - December 2008
Fidelity Investments September 2005 - September 2006
Fidelity Investments August 2000 - September 2005
Fidelity Investments May 1998 - August 2000
Brown & Company Securities Corporation July 1997 - May 1998
Fidelity Investments August 1995 - July 1997
Fechtor, Detwiler & Co., Inc. January 1994 - July 1995
Education
Norwich University
Bachelor of Science, Business Management and Administration
Fidelity Investments 1997 - Present
Trust Consultants January 1996 - January 1997
Education
Norwich University 1979 — 1981
Children's Environmental Literacy Foundation April 2015 - Present
Sheldrake Environmental Center April 2011 - February 2015
Sheldrake Environmental Center 2010 - April 2011
Colgate Palmolive 1998 - 2000
American Express 1996 - 1998
Fidelity Investments 1992 - 1995
Skills
Non-profits, Fundraising, Grant Writing, Program Development, Volunteer Management, Nonprofits, Community Outreach, Event Planning, Grants, Marketing, Community Development, Public Speaking, Public Relations, Strategic Communications
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Marketing & Finance
University of Pennsylvania 1987 — 1991
BA, English & Communications
Fidelity Investments November 2013 - Present
Fidelity Investments April 2012 - November 2013
Trust Company of America March 2011 - March 2012
LPL Financial April 2006 - March 2011
Trilogy Financial Services March 2003 - March 2006
SODEXHO May 2002 - June 2003
Education
Norwich University 2010 — 2012
MBA, Finance
Pepperdine University 1998 — 2002
BS, Nutritional Science
Catholic Health Institute August 2015 - Present
The Standard January 2012 - May 2015
Horan Securities July 2007 - June 2009
HORAN July 2007 - May 2009
Fidelity Investments May 2000 - March 2007
Fidelity Investments January 1996 - January 2007
Fidelity Investments June 1997 - March 2000
Fidelity Investments January 1996 - January 2000
Charter One Financial January 1991 - January 1996
Skills
401k, Mutual Funds, Retirement, Investments, Asset Allocation, Retirement Planning, Asset Managment, Fixed Annuities, Pensions, Series 6, Sales Management, Wealth Management, Uniform Combined State..., Investment Strategies, Securities, Financial Analysis, Customer Service
Education
Oakland University 1985 — 1990
B.S., Finance
Oakland University
BACHELOR OF SCIENCE, FINANCE
Fidelity Investments August 2011 - March 2015
Fifth Third Bank January 2011 - August 2011
MetLife July 2009 - January 2011
Education
Oakland University 2003 — 2008
BS, Finance
Fidelity Investments May 1998 - Present
Fidelity Investments May 1998 - December 2002
NBS Corporate Bank January 1997 - April 1998
Skills
Portfolio Management, Equities, Equity Research, Asset Management
Education
Nyenrode Business Universiteit / Nyenrode University 1995 — 1996
Master of Business Administration (MBA), Finance, General, Cum Laude, Valedictorian
University of Natal 1984 — 1988
BScQS, Engineering
PwC Advisory September 2014 - Present
Fidelity Investments February 2010 - May 2012
India Infrastructure Publishing December 2008 - February 2010
Skills
Data Analysis, Financial Analysis, Financial Modeling, Business Analysis, Economics, Analytics, Valuation, Analysis, Business Strategy, Emerging Markets, Project Management, Equity Research, Corporate Finance
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Economics, Finance, Strategic Management
Norges Handelshøyskole (NHH) 2006 — 2008
Master of Science (MSc), Economics and Business Administration
Hindu College, University of Delhi 2002 — 2005
Bachelor of Arts (B.A.), Economics
State of Delaware Division of Behavioral Health January 2014 - June 2014
Cincinnati Children's Hospital Medical Center 2010 - 2013
Cintas 2004 - 2009
Fidelity Investments 2003 - 2003
Applied Materials 1999 - 2001
Applied Materials 1991 - 1998
General Instrument 1985 - 1991
General Instrument 1982 - 1985
Skills
Performance Improvement, Team Leadership, Hospitals, Patient Safety, Leadership, Process Improvement, Project Management, Change Management, Quality Improvement, Healthcare, Organizational..., Cross-functional Team..., Strategic Planning, Six Sigma, Coaching, Program Management
Education
Northwestern University - Kellogg School of Management
MBA, Finance
Northwestern University - Kellogg School of Management
Blue Cross Blue Shield of NC March 2014 - April 2014
Fidelity Investments August 2013 - January 2014
United Health Care August 2011 - January 2013
State Farm Insurance August 2001 - April 2009
Skills
Insurance, Customer Service, Health Insurance, Disability Insurance, Healthcare, HIPAA, Microsoft Excel, medical terminology, motivated self-starter, Medical Terminology, Medical Billing
Education
U. S. Career Institute 2013 — 2014
Certificate in Medical Billing, Medical Billing
U S Career Institue 2012 — 2013
Medical Coding Specialist, medical coding
Nova Southeastern University 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business Adminstration
Fidelity Investments March 1993 - Present
The Travelers February 1983 - February 1993
Education
University of Detroit Mercy 1980 — 1982
Master of Business Administration (MBA), Finance, General
Oakland University
Fidelity Investments June 2008 - Present
Fidelity Investments October 2006 - June 2008
Education
Norwich University 2002 — 2006
Bachelor of Science (BS), Architecture
Norwich University 2002 — 2006
Associate's degree, Business Administration and Management, General
Fidelity Investments
Education
Northwestern University - Kellogg School of Management 2004 — 2006
Master of Business Administration (M.B.A.)
The Johns Hopkins University 1996 — 2000
Bachelor of Engineering (BE), Electrical and Electronics Engineering