Fidelity Investments

Industry: Financial services company

Description

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

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

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

Fidelity Investments Employees

Employee
Years
Job
Industry
Pedro Ponce Pedro Ponce Dallas/Fort Worth Area Details
Pedro Ponce's Fidelity Investments Experience April 2013 - September 2014
Job Senior ManagerCorporate Accounts Payable, Corporate Accounting at Fidelity Investments
Industry Financial Services
Experience
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

Broderick Huckaby Broderick Huckaby Bedford, Texas Details
Broderick Huckaby's Fidelity Investments Experience February 2011 - Present
Job 401k & Pension Specialist at Fidelity Investments
Industry Financial Services
Experience
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

Andrew Burzumato Andrew Burzumato Southborough, Massachusetts Details
Andrew Burzumato's Fidelity Investments Experience August 2002 - September 2004
Job Global Sector Leader/Portfolio Manager/Analyst
Industry Financial Services
Experience
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

Laurence Kim Laurence Kim Greater Boston Area Details
Laurence Kim's Fidelity Investments Experience 2008 - Present
Job VP, Managed Account Solutions, Fidelity Investments
Industry Financial Services
Experience
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

Jeannine Bytwerk Jeannine Bytwerk Jacksonville, Florida Area Details
Jeannine Bytwerk's Fidelity Investments Experience April 2007 - Present
Job Senior Trading Help Desk Specialist at Fidelity Investments
Industry Financial Services
Experience
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

Elizabeth Mast Elizabeth Mast Dallas/Fort Worth Area Details
Elizabeth Mast's Fidelity Investments Experience
Job
Industry Real Estate
Experience
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

Lynn Neville Lynn Neville Greater Boston Area Details
Lynn Neville's Fidelity Investments Experience 1999 - 2004
Job Real Estate Professional at Jackson, Ltd. Real Estate Brokerage & Consulting
Industry Information Technology and Services
Experience
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

Doneal Chandler Jr., CPA Doneal Chandler Jr., CPA Dallas/Fort Worth Area Details
Doneal Chandler Jr., CPA's Fidelity Investments Experience August 2007 - October 2010
Job Senior Fund Accountant
Industry Accounting
Experience
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

Karen Welt Steeves Karen Welt Steeves Greater Boston Area Details
Karen Welt Steeves's Fidelity Investments Experience July 2004 - July 2007
Job Principal at ghSMART
Industry Management Consulting
Experience
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

Summer Hinkle Summer Hinkle Cincinnati Area Details
Summer Hinkle's Fidelity Investments Experience April 2015 - Present
Job Financial Associate IDC at Fidelity Investments
Industry Financial Services
Experience
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

Alec Finn Alec Finn Cincinnati Area Details
Alec Finn's Fidelity Investments Experience September 2008 - August 2009
Job In Transition
Industry Information Technology and Services
Experience
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

Tom Florence Tom Florence Greater Denver Area Details
Tom Florence's Fidelity Investments Experience February 1991 - December 1996
Job CEO at 361 Capital LLC
Industry Financial Services
Experience
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

Christine Bloodworth Christine Bloodworth New York, New York Details
Christine Bloodworth's Fidelity Investments Experience August 2005 - September 2010
Job CEO at Bloodworth Consulting
Industry Financial Services
Experience
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

Catherine Mahoney Catherine Mahoney Dallas/Fort Worth Area Details
Catherine Mahoney's Fidelity Investments Experience August 2013 - Present
Job Performance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2013 - Present
Fidelity Investments   May 2011 - Present
Fidelity Investments   2005 - May 2011

Education
Norwich University   1988 — 1992

Courtney S. Henry, PMP Courtney S. Henry, PMP Greater Boston Area Details
Courtney S. Henry, PMP's Fidelity Investments Experience 2006 - 2007
Job Senior IT Project Manager, QMS & HRIS at Insulet Corporation
Industry Medical Devices
Experience
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

Kelsey Recht Kelsey Recht Greater New York City Area Details
Kelsey Recht's Fidelity Investments Experience August 2004 - September 2006
Job CEO & Founder at VenueBook.com
Industry Online Media
Experience
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

Farid Zaarour Farid Zaarour Greater Boston Area Details
Farid Zaarour's Fidelity Investments Experience April 1995 - September 2000
Job Entrepreneur, Developer of CRMRepos & CRMDocs, and Experienced Senior Oracle CRM On Demand Consultant, in Greater Boston
Industry Information Technology and Services
Experience
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

Troy Tripp Troy Tripp Albuquerque, New Mexico Details
Troy Tripp's Fidelity Investments Experience September 2012 - December 2012
Job Accountant at La Montana Tax, LLC
Industry Accounting
Experience
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

Joshua Souder Joshua Souder Louisville, Kentucky Details
Joshua Souder's Fidelity Investments Experience July 2000 - August 2007
Job Trainer for Kentuckiana Works ResCare Workforce Services
Industry Professional Training & Coaching
Experience
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

Matthew J Weiner Matthew J Weiner Greater Boston Area Details
Matthew J Weiner's Fidelity Investments Experience December 2012 - March 2015
Job Executive Communications, Speechwriting, Thought Leadership and Message Development
Industry Public Relations and Communications
Experience
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

Jeffrey Knowlton Jeffrey Knowlton Greater Philadelphia Area Details
Jeffrey Knowlton's Fidelity Investments Experience June 1998 - January 1999
Job Director of Business Intelligence at CareKinesis, Inc
Industry Information Technology and Services
Experience
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

Richard Sincere Richard Sincere Greater Chicago Area Details
Richard Sincere's Fidelity Investments Experience March 1995 - September 1997
Job
Industry Investment Management
Experience
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

William Norton William Norton Dallas/Fort Worth Area Details
William Norton's Fidelity Investments Experience June 2012 - Present
Job Vice President Ethics Operations at Fidelity Investments
Industry Financial Services
Experience
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

Chris Coveney Chris Coveney Raleigh-Durham, North Carolina Area Details
Chris Coveney's Fidelity Investments Experience November 2012 - Present
Job Senior Manager, Information Security & Technology Risk at Fidelity Investments
Industry Financial Services
Experience
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

Natasha Bergeron, PHR Natasha Bergeron, PHR Greater Boston Area Details
Natasha Bergeron, PHR's Fidelity Investments Experience May 2012 - March 2015
Job Sr. HR Business Partner at Veracode
Industry Human Resources
Experience
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

Sara Braz Sara Braz Greater Boston Area Details
Sara Braz's Fidelity Investments Experience August 2011 - Present
Job Vice President, Defined Contribution Specialist at Fidelity Investments
Industry Investment Management
Experience
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

David Casey David Casey Springfield, Massachusetts Area Details
David Casey's Fidelity Investments Experience 2000 - January 2003
Job Senior Development Officer at Norwich University
Industry Higher Education
Experience
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

Christopher Rosoff Christopher Rosoff Orlando, Florida Area Details
Christopher Rosoff's Fidelity Investments Experience December 2010 - Present
Job VP Institutional Insurance Subaccount Sales at Fidelity Investments
Industry Financial Services
Experience
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

Sam Konditi Sam Konditi Washington D.C. Metro Area Details
Sam Konditi's Fidelity Investments Experience January 2007 - January 2008
Job Mid Atlantic Datacenter Sales Account Manager at Microsoft
Industry Information Technology and Services
Experience
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

Sam Potel Sam Potel Cleveland/Akron, Ohio Area Details
Sam Potel's Fidelity Investments Experience June 2014 - August 2014
Job Pricing Analyst at Progressive Insurance
Industry Insurance
Experience
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

Aneri Jambusaria Aneri Jambusaria Boston, Massachusetts Details
Aneri Jambusaria's Fidelity Investments Experience August 2011 - Present
Job Strategy at Fidelity Investments
Industry Financial Services
Experience
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

Charlie Armenti Charlie Armenti Greater Boston Area Details
Charlie Armenti's Fidelity Investments Experience November 2004 - October 2010
Job Information Technology Executive
Industry Information Technology and Services
Experience
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

John Stebbins, QPA, QKA John Stebbins, QPA, QKA Cincinnati Area Details
John Stebbins, QPA, QKA's Fidelity Investments Experience December 2006 - February 2009
Job Plan Consultant, Vice President Huntington National Bank
Industry Financial Services
Experience
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

Ryan J. Kerr, CFP® Ryan J. Kerr, CFP® Manchester, New Hampshire Details
Ryan J. Kerr, CFP®'s Fidelity Investments Experience November 2005 - August 2012
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
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

Aletha Ruffin Aletha Ruffin Orange Park, Florida Details
Aletha Ruffin's Fidelity Investments Experience 2009 - 2010
Job CEO, FOUNDER
Industry Professional Training & Coaching
Experience
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

Bruce Nichols Bruce Nichols Manchester, New Hampshire Details
Bruce Nichols's Fidelity Investments Experience 1999 - 2003
Job Director of Human Resources at Wheelabrator Technologies Inc.
Industry Environmental Services
Experience
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

Krista Oliver. A.O.C.A.D, R.G.D. Krista Oliver. A.O.C.A.D, R.G.D. Toronto, Canada Area Details
Krista Oliver. A.O.C.A.D, R.G.D.'s Fidelity Investments Experience January 1995 - January 1999
Job Art Director at Harlequin
Industry Publishing
Experience
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

Jamie Ragaglia Jamie Ragaglia United States Details
Jamie Ragaglia's Fidelity Investments Experience January 2014 - Present
Job Director at Fidelity Investments
Industry Financial Services
Experience
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

Andrew Oh Andrew Oh Boston, Massachusetts Details
Andrew Oh's Fidelity Investments Experience May 2006 - March 2013
Job Chief Investment Officer and Chief Operating Officer at Leerink Pharmaceutical Investments LLC
Industry Financial Services
Experience
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

Diane Perkins Diane Perkins Greater Chicago Area Details
Diane Perkins's Fidelity Investments Experience January 2015 - Present
Job Director, Communications at Fidelity Investments
Industry Marketing and Advertising
Experience
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

Matthew Gregston Matthew Gregston Denver, Colorado Details
Matthew Gregston's Fidelity Investments Experience August 2011 - May 2013
Job Relationship Manager at Trust Company of America
Industry Financial Services
Experience
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

Angela Hudson Angela Hudson Fort Worth, Texas Details
Angela Hudson's Fidelity Investments Experience 2008 - 2012
Job Participant Engagement Consultant at Prudential Retirement
Industry Financial Services
Experience
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

Athaliah McGee Athaliah McGee Dallas/Fort Worth Area Details
Athaliah McGee's Fidelity Investments Experience May 2015 - Present
Job Financial Services
Industry Investment Banking
Experience
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

Michelle Rouleau, PMP, CSSGB Michelle Rouleau, PMP, CSSGB Greater Boston Area Details
Michelle Rouleau, PMP, CSSGB's Fidelity Investments Experience March 2004 - March 2007
Job Six Sigma/Lean, ERP Conversion, Software Implementation
Industry Information Technology and Services
Experience
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

Anthony Savicki Anthony Savicki Hebron, Kentucky Details
Anthony Savicki's Fidelity Investments Experience February 2015 - Present
Job DAV Intern
Industry Marketing and Advertising
Experience
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

Kevin DeBastos Kevin DeBastos San Francisco, California Details
Kevin DeBastos's Fidelity Investments Experience September 2015 - Present
Job Client Manager at Fidelity Family Office Services
Industry Financial Services
Experience
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

Katie Savage Katie Savage Cincinnati, Ohio Details
Katie Savage's Fidelity Investments Experience Corporate QualityCold Heading CompanyJuly 2014 - January 2015
Job Quality, Service, and Anything Written
Industry Financial Services
Experience
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

Joseph Doran Joseph Doran Greater Boston Area Details
Joseph Doran's Fidelity Investments Experience 2006 - 2007
Job Talent Acquisition at InterSystems
Industry Computer Software
Experience
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

Justine Pepper, SPHR, SHRM-SCP Justine Pepper, SPHR, SHRM-SCP Greater Boston Area Details
Justine Pepper, SPHR, SHRM-SCP's Fidelity Investments Experience July 2011 - March 2013
Job Human Resources Manager at Centene Corporation
Industry Human Resources
Experience
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

Samuel Dudek Samuel Dudek New York, New York Details
Samuel Dudek's Fidelity Investments Experience August 2006 - June 2007
Job Transaction Counsel at Two Sigma
Industry Law Practice
Experience
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

Corey Higgins Corey Higgins Austin, Texas Area Details
Corey Higgins's Fidelity Investments Experience October 2006 - February 2007
Job Uncompromising end user support analyst
Industry Information Technology and Services
Experience
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

Elizabeth McAuliffe Elizabeth McAuliffe Greater New York City Area Details
Elizabeth McAuliffe's Fidelity Investments Experience May 1998 - February 2002
Job Assistant Director, Talent Management at MetroNorth Railroad
Industry Human Resources
Experience
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

Eric Sechman Eric Sechman Greater Boston Area Details
Eric Sechman's Fidelity Investments Experience July 2006 - January 2008
Job Financial Planner at H.E. Sechman Retirement Planning
Industry Financial Services
Experience
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

Michael Wester, CAMS Michael Wester, CAMS Miami/Fort Lauderdale Area Details
Michael Wester, CAMS's Fidelity Investments Experience March 2008 - July 2009
Job Associate Principal Examiner at Financial Industry Regulatory Authority
Industry Financial Services
Experience
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

Glen Millard Glen Millard Greater Boston Area Details
Glen Millard's Fidelity Investments Experience September 2005 - February 2007
Job CIO at linuxwurx
Industry Computer Networking
Experience
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

Noel Wallin Noel Wallin United States Details
Noel Wallin's Fidelity Investments Experience February 2006 - July 2006
Job Director of Strategic Growth
Industry Insurance
Experience
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

Bryan Martin Bryan Martin Greater New York City Area Details
Bryan Martin's Fidelity Investments Experience September 1990 - July 1993
Job DE Shaw & Co.
Industry Financial Services
Experience
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

Doug Yoder Doug Yoder Greater Boston Area Details
Doug Yoder's Fidelity Investments Experience July 2004 - Present
Job
Industry Financial Services
Experience
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

Claudio D'Arcangelo, PMP Claudio D'Arcangelo, PMP Toronto, Canada Area Details
Claudio D'Arcangelo, PMP's Fidelity Investments Experience 1997 - 1999
Job Technology Project Manager
Industry Information Technology and Services
Experience
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

Steve Fein Steve Fein Greater Boston Area Details
Steve Fein's Fidelity Investments Experience April 2010 - December 2012
Job Consultant
Industry Outsourcing/Offshoring
Experience
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

Stephanie Waters, PMP Stephanie Waters, PMP Raleigh-Durham, North Carolina Area Details
Stephanie Waters, PMP's Fidelity Investments Experience December 2006 - June 2008
Job Project Lead at ACS, a Xerox Company
Industry Human Resources
Experience
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

Fred Pimental Fred Pimental Greater Boston Area Details
Fred Pimental's Fidelity Investments Experience January 2013 - Present
Job Director at Fidelity Investments
Industry Information Technology and Services
Experience
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

Jim Grundner Jim Grundner Raleigh-Durham, North Carolina Area Details
Jim Grundner's Fidelity Investments Experience January 2012 - Present
Job Vice President Software Development at Fidelity Investments
Industry Financial Services
Experience
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

Alan Chase Alan Chase Greater Boston Area Details
Alan Chase's Fidelity Investments Experience December 2006 - Present
Job Director, Workforce Management Systems
Industry Financial Services
Experience
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

Renee J. Hill Renee J. Hill Smithfield, Rhode Island Details
Renee J. Hill's Fidelity Investments Experience October 2013 - Present
Job Director/Relationship Manager, College Planning at Fidelity Investments
Industry Financial Services
Experience
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

James Donahue James Donahue Greater Boston Area Details
James Donahue's Fidelity Investments Experience January 2007 - December 2008
Job Director Talent Acquisition at Lake Region Medical
Industry Medical Devices
Experience
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.)

Lori Wallace Lori Wallace Greater Boston Area Details
Lori Wallace's Fidelity Investments Experience January 2005 - June 2008
Job Sr. Project Manager at Epsilon
Industry Information Technology and Services
Experience
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

Curtis Hansen Curtis Hansen Greater Denver Area Details
Curtis Hansen's Fidelity Investments Experience March 2012 - Present
Job Compliance Director at Fidelity Investments
Industry Financial Services
Experience
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

Brian Schnabel Brian Schnabel Boston, Massachusetts Details
Brian Schnabel's Fidelity Investments Experience October 2012 - Present
Job Senior Specialist/ Shift Lead in the Global Security Operations Center for Fidelity Investments
Industry Security and Investigations
Experience
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 Rob Tilley Greater Seattle Area Details
Rob Tilley's Fidelity Investments Experience 1993 - 1996
Job Owner, Rob Tilley Photography
Industry Photography
Experience
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

Peter Lucien Peter Lucien Greater Boston Area Details
Peter Lucien's Fidelity Investments Experience September 2015 - Present
Job Branch Manager, VP at Fidelity Investments
Industry Financial Services
Experience
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

Alex Soldatov Alex Soldatov Irvine, California Details
Alex Soldatov's Fidelity Investments Experience October 2009 - November 2009
Job Consulting Software Engineer at Experis
Industry Aviation & Aerospace
Experience
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

Sean Cullinane Sean Cullinane Greater Boston Area Details
Sean Cullinane's Fidelity Investments Experience 2010 - 2015
Job Project Manager at Eastern Financial Network
Industry Financial Services
Experience
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

Paula Prevost Paula Prevost Greater Boston Area Details
Paula Prevost's Fidelity Investments Experience 2006 - 2008
Job Contract Technical Writer at Citizens Bank
Industry Banking
Experience
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

Alex Magararu Alex Magararu Greater Boston Area Details
Alex Magararu's Fidelity Investments Experience September 2005 - September 2006
Job Practice Management Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
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

Hope Hersh Hope Hersh Greater Boston Area Details
Hope Hersh's Fidelity Investments Experience 1997 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   1997 - Present
Trust Consultants   January 1996 - January 1997

Education
Norwich University   1979 — 1981

Holly Moskow Holly Moskow Greater New York City Area Details
Holly Moskow's Fidelity Investments Experience 1992 - 1995
Job Director of Communications and Development at Children's Environmental Literacy Foundation
Industry Nonprofit Organization Management
Experience
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

Darci Toumberlin Darci Toumberlin Greater Atlanta Area Details
Darci Toumberlin's Fidelity Investments Experience November 2013 - Present
Job Vice President, Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
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

Scott Thole Scott Thole Cincinnati Area Details
Scott Thole's Fidelity Investments Experience May 2000 - March 2007
Job Sr. Benefits Analyst at Catholic Health Institute
Industry Financial Services
Experience
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

LaRon Dorsey LaRon Dorsey Greater Detroit Area Details
LaRon Dorsey's Fidelity Investments Experience August 2011 - March 2015
Job Financial Services Representative, Investment Adviser Representative at MetLife
Industry Financial Services
Experience
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

Graeme Rockett Graeme Rockett Greater Boston Area Details
Graeme Rockett's Fidelity Investments Experience May 1998 - Present
Job Portfolio Manager at Fidelity Investments
Industry Investment Management
Experience
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

Saptadwipa (Sapta) Ghosh Saptadwipa (Sapta) Ghosh New York, New York Details
Saptadwipa (Sapta) Ghosh's Fidelity Investments Experience February 2010 - May 2012
Job Senior Associate at PwC Advisory
Industry Management Consulting
Experience
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

John Wasniewski John Wasniewski Cincinnati Area Details
John Wasniewski's Fidelity Investments Experience 2003 - 2003
Job Finance Lean Six Sigma Professional
Industry Management Consulting
Experience
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

Hopanne Stefanski Hopanne Stefanski Durham, North Carolina Details
Hopanne Stefanski's Fidelity Investments Experience August 2013 - January 2014
Job Intake Specialist
Industry Insurance
Experience
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

greg guina greg guina Lake Worth, Florida Details
greg guina's Fidelity Investments Experience March 1993 - Present
Job VP at Fidelity Investments
Industry Financial Services
Experience
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

Krista Telgen Krista Telgen Weare, New Hampshire Details
Krista Telgen's Fidelity Investments Experience June 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Monty Kori Monty Kori Boston, Massachusetts Details
Monty Kori's Fidelity Investments Experience
Job Portfolio Manager at Fidelity Investments
Industry Financial Services
Experience
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

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