Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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Fidelity Investments Employees
Fidelity Investments September 2015 - Present
Cigna July 2013 - August 2015
Western Union July 2013 - July 2013
Cognizant Technology Solutions January 2011 - July 2013
Wipro Technologies May 2010 - December 2010
Tieto Telecom R&D India (pvt) Ltd April 2005 - May 2010
Skills
Android, Mobile Applications, Scrum, Web Services, C++, Agile Methodologies, C, C#, Windows Mobile, SDLC, REST, SOAP, Java Enterprise Edition, Software Development, Java, XML, Eclipse, Software Project..., Design Patterns, .NET, ASP.NET, Mobile Devices, Testing, Mobile Application..., JSP, Mobile Application..., JavaScript, Core Java, Blackberry, iOS, Linux, Robotium, Git, Tortoise SVN, Agile, HTML5, Ant, Xcode, SQLite, Architecture, JUnit
Education
Osmania University 2001 — 2004
Bachelor of Engineering (B.E.), Computer Science Engineering
Massachusetts General Hospital 2013 - Present
Fidelity Investments 2011 - 2012
PartyLite Worldwide, Inc 2005 - 2011
First Marblehead Education Resources 2003 - 2005
IBM 1998 - 2002
Designs, Inc 1996 - 1998
Lord & Taylor 1994 - 1996
Lord & Taylor 1993 - 1994
Ernst & Young 1992 - 1993
Sotheby's 1990 - 1992
Skills
Financial Reporting, Budgets, Accounting, Analysis, Internal Controls, Hyperion Enterprise, Forecasting, Management, Managerial Finance, Process Improvement, Access, Financial Analysis, Finance, Financial Modeling, Strategic Financial..., Sarbanes-Oxley Act, General Ledger, Variance Analysis, Auditing, Financial Accounting, PeopleSoft, SAP, Time Management, Consolidation, Data Analysis, Essbase, Cross-functional Team..., Business Analysis, Financial Forecasting, Corporate Finance, Hyperion
Education
Regis University
MBA, International Business
Pace University - Lubin School of Business
BBA, Accounting
PricewaterhouseCoopers August 2015 - Present
Financial Industry Regulatory Authority (FINRA) July 2012 - August 2015
Fidelity Investments June 2011 - August 2011
Diesel June 2010 - August 2010
Skills
Account Reconciliation, Accounting, Bloomberg, Equities, FINRA, Microsoft Excel, Securities, Finance, Investments, Microsoft Word
Education
Pace University 2008 — 2012
BS, Business Economics
Sage Bank March 2013 - Present
Fidelity Investments June 2012 - February 2013
Fidelity Investments May 2011 - May 2012
Merit Consulting Services November 2010 - April 2011
Mortgage Access Corporation June 2010 - August 2010
Skills
Series 7, Microsoft Excel, PowerPoint, Loans, Microsoft Office, Microsoft Word
Education
Pace University - Lubin School of Business 2008 — 2012
BBA, Finance
4Goldens.org February 2011 - Present
Fidelity Investments 1983 - 2008
SHARE.ORG 1979 - 2008
PepsiCo 1979 - March 1983
European American Bank 1978 - 1979
Doubleday 1976 - 1978
Skills
MVS, Operating Systems, SAS, z/OS, Programming, TSO, JCL, Problem Solving, VSAM, Mentoring, Analysis, Change Management, Process Improvement, Customer Relations, Integration, Planning, Team Leadership, Disaster Recovery, Strategic Planning, Customer Service, Requirements Analysis, MS Project, Documentation, Mainframe, Software Documentation, Management, Visio, Vendor Management, SDLC, Databases, COBOL, Software Project..., Capacity Planning, Business Analysis, Project Planning, Requirements Gathering, Performance Tuning, Testing, CICS, Software Development, IBM Mainframe
Education
IBM MVS Career Advancement Courses 1975 — 2000
MVS, now z/OS, Systems Programming Internals
Pace University - Lubin School of Business 1971 — 1975
BBA, Mathematics (Major), Computer Science (Minor), Business Sudies, 3.65 GPA in major, 3.38 GPA Overall
Bishop Loughlin MHS, Brooklyn, NY 1967 — 1971
Fidelity Investments August 2014 - Present
Fidelity Investments September 2012 - July 2014
Fidelity Investments May 2012 - September 2012
Fidelity Investments April 2011 - May 2012
Skills
Financial Analysis, Accounting, Microsoft Excel, Investments, Certified Financial..., Financial Planning, Retirement, Retirement Planning, Series 7
Education
The University of Dallas 2013 — 2013
Financial Planning
Ouachita Baptist University 2006 — 2010
BBA, Finance
Intuit April 2013 - Present
PayPal July 2012 - April 2013
Yahoo! October 2011 - July 2012
Fidelity Investments January 2007 - October 2011
CA Technologies January 2005 - December 2006
Dell September 2003 - April 2004
Skills
QTP, VersionOne, Selenium, TestNG, Test Automation, Agile Testing, Extreme Programming, Agile Project Management, Java, Cucumber, Maven2, selenium webdriver, selenium 2, dust.js, Agile Methodologies, JUnit, Quality Center, Continuous Integration, Maven, JIRA, Tomcat, JavaScript, Eclipse, Hudson, Java Enterprise Edition, Regression Testing, Version One, Jenkins, Ant, Testing, Web Services, Quality Assurance, Scrum, Subversion, Perl, HP QTP
Education
Osmania University 2001 — 2004
Masters of Computer Applications, Information Technology
DAV 1986 — 1996
Fidelity Investments June 2014 - Present
Skills
Customer Service, Customer Driven, Answering Phones, Phone Sales, Public Speaking, Leadership, Time Management, Organizational..., Microsoft Office, Social Media Marketing, Fundraising, Team Building, Cold Calling, Advertising
Education
Ouachita Baptist University 2010 — 2014
Bachelor’s Degree, Business Finance and Management, Magna Cum Laude
Fidelity Investments February 2014 - Present
Fidelity Investments December 2012 - February 2014
Wells Fargo Advisors, LLC 2012 - December 2013
ChemPoint November 2010 - January 2012
ChemPoint December 2009 - November 2010
ChemPoint September 2008 - December 2009
ChemPoint January 2008 - September 2008
The PPI Group June 2006 - November 2007
Koinonia Foster Homes May 2002 - December 2004
Skills
Market Development, New Business Development, Product Marketing, Sales Operations, Competitive Analysis, Market Research, Key Account Management, Cross-functional Team..., Sales Presentations, Market Analysis, Direct Sales, Selling, Sales Process, Strategic Partnerships, Financial Analysis
Education
Pacific University 1998 — 2002
B.A.
Yerington High School 1994 — 1998
Pace University Center for Global Governance, Reporting & Regulation 2013 - Present
Pace University 2013 - Present
Rutgers Business School 2013 - Present
Fidelity Investments 2008 - 2012
UBS 1988 - 2008
KPMG US 1983 - 1988
Education
Pace University - Lubin School of Business 1979 — 1983
BBA, Accounting (summa cum laude)
General Electric Company Leadership Development Center (i.e., "Crotonville")
UBS AG Leadership Development Institute
Oracle September 2012 - Present
Fidelity Investments January 2012 - June 2012
Charles River Development June 2003 - June 2011
Sungard Decalog September 2000 - December 2002
Mellon Financial November 1991 - September 2000
Skills
RoboHelp, FrameMaker, MadCap Flare, HTML, Camtasia, Dreamweaver, Wordpress, CSS, Tortoise SVN, Online Help, Technical Writing, Online Help Development, Software Documentation, SnagIt, Technical Communication, Adobe Acrobat, SharePoint, XML, Agile Methodologies, Business Analysis
Education
Women's Technical Institute, Boston 1990 — 1991
Technical Writing Certificate, Technical Writing
Otis College of Art and Design 1976 — 1978
BFA, Printmaking, Art Criticism
Federal Reserve Bank of New York July 2015 - Present
The Wilson Center for Social Entrepreneurship May 2013 - May 2015
Fidelity Investments June 2014 - August 2014
Self-Employed September 2009 - August 2014
Pforzheimer Honors College September 2012 - May 2013
Skills
Research, Data Analysis, SPSS, Project Management, PowerPoint, Microsoft Excel, Photoshop, Microsoft Word, Adobe Acrobat, BEA: RIMS II Multipliers, Economic Research, Analysis, Quantitative Research, Clerical Skills, Strategic Planning, Proposal Writing, Operational Efficiency, Memos, Reporting & Analysis, Microsoft Office, Social Networking, Teamwork
Education
Pace University 2011 — 2015
Bachelor of Arts (BA), Economics, 3.91
Bernards High School 2009 — 2011
TD Ameritrade Institutional February 2007 - Present
HSBC Securities October 2004 - February 2007
JP Morgan Chase September 2002 - October 2004
Morgan Stanley October 1996 - June 2002
Fidelity Investments May 1994 - October 1996
Education
Pace University - Lubin School of Business
MBA, Finance
Hexter-Fair/First American Title Company December 2003 - Present
Fidelity Investments September 1993 - June 2003
Skills
Real Estate, Escrow, Notary Public, Investment Properties, Relocation, Foreclosures, Short Sales, Investors, Title Insurance, REO, Customer Service, Closings, Sales, USDA, Commercial Real Estate, Resellers, New Home Sales, Real Property, Referrals, Mortgage Banking, Real Estate Financing, HUD, 1031 Exchanges, Condos, Leases, Residential Mortgages, Sellers, Loan Origination, VA loans, Luxury, Listings, Buyer Representation, First Time Home Buyers, Single Family Homes, FHA, Contract Negotiation, Reverse Mortgages, Property Management, Selling, Buyers
Education
Our Lady of the Lake University
B.A., Liberal Studies
Garden of Flavor August 2014 - October 2014
Kent State University April 2014 - August 2014
Swagelok February 2013 - February 2014
University Hospitals of Cleveland December 2012 - December 2012
Diebold July 2012 - September 2012
Nestlé USA November 2011 - July 2012
Philips August 2011 - October 2011
Goodyear Tire and Rubber Co. March 2011 - August 2011
Eli Lilly and Company August 2009 - November 2010
Fidelity Investments October 2006 - November 2008
Skills
Business Analysis, Software Documentation, Visio, Technical Writing, SharePoint, Quality Assurance, Research Information, Document Processing, Documentations, Training, Team Building, Microsoft Office, Microsoft Office..., Editing, Job Aids, Writing, Integration, Requirements Analysis, SAP, Analysis, Vendor Management, Human Resources, Process Improvement, SnagIt, MS Project, Technical Documentation, Instructional Design, Business Process..., Cross-functional Team..., Consulting, Leadership, Team Leadership, Documentation
Education
Otterbein University
BS Educ., Dual majors - English and Sec. Education
The University of Akron
Business
Fidelity Investments September 2014 - Present
Boys & Girls Clubs of Central Florida 2011 - Present
Charles Schwab 2001 - 2014
TD Waterhouse 1998 - 2001
US Army National Guard 1992 - 2000
Charles Schwab 1995 - 1998
Network 1 Financial Securities 1993 - 1995
Education
Palm Beach Atlantic University
B.S. Organization Management
Rollins College - Crummer Graduate School of Business
Master of Business Administration
Rollins College - Crummer Graduate School of Business
Six Sigma Green Belt
Fidelity Investments October 2014 - Present
Fidelity Investments December 2011 - October 2014
Fidelity Investments March 2009 - December 2011
Fidelity Investments April 2008 - March 2009
Fidelity Investments June 2006 - April 2008
Education
Pace University - Lubin School of Business 2002 — 2006
Bachelor of Business Administration (BBA)
Fidelity Investments March 2010 - Present
Deutsche Bank October 2000 - March 2010
Paine Webber January 1986 - September 2000
Education
Pace University
The Hanover Insurance Group July 2011 - Present
The Hanover Insurance Group May 2010 - July 2011
The Hartford Insurance Group January 2003 - May 2010
The Hartford 2003 - May 2010
World Savings September 2001 - December 2002
Fidelity Investments October 2000 - May 2001
Skills
Commercial Insurance, Underwriting, Sales Support, Insurance, Professional Liability, Investments, Securities, Loans, Management, Leadership, Sales, Financial Services, Property & Casualty..., Risk Management, Small Business, Business Strategy, Legal Liability, Sales Operations, Workers Compensation, Commercial Lines, Casualty, Financial Risk, Umbrella Insurance, Liability, General Insurance, Inland Marine, Excess, Property Damage, Employment Practices..., Life Insurance, Property
Education
Our Lady of the Lake University 2005 — 2007
MBA, Management
The University of Dallas 1995 — 2000
Economics, Spanish
Acadian Asset Management September 2013 - Present
Temple Emanuel of Newton July 2013 - June 2015
Alexbi Advisors, Inc September 2010 - September 2013
InvestTech Systems Consulting March 2011 - August 2013
Temple Emanuel of Newton June 2006 - August 2011
Pyramis Global Advisors (Fidelity Investments) 2005 - 2010
Fidelity Investments 1992 - 2005
South Area Solomon Schechter Day School July 2001 - June 2004
Ernst & Young 1990 - 1992
Merrill Lynch 1987 - 1990
Skills
Quantitative Finance, Quantitative Analytics, Equity Research, Analytics, Financial Risk, Portfolio Optimization, Fixed Income, Equities, Financial Services, Bloomberg, Trading Systems, Derivatives, Financial Modeling, Capital Markets, Financial Markets, Investment Management, Asset Management, Alternative Investments, Market Data, Finance, Investment Banking, Mutual Funds, Electronic Trading, Securities, Market Risk, FX Options, Options, Investment Strategies, Investment Analytics, Emerging Markets, Asset Allocation, Equity Derivatives, Wealth Management
Education
Pace University 1985 — 1989
MBA, Dual major: Finance & Information Systems
Syracuse University 1979 — 1983
BS, Dual major: Information Systems & Accounting
MARKET NEWS PUBLISHING 2005 - Present
Anti-Defamation League 2001 - 2002
Fidelity Investments 2000 - 2001
Skills
Financial Reporting, Photoshop, PowerPoint, Financial Analysis, Web Design, Microsoft Excel, Finance, Dreamweaver, HTML, Management
Education
Pace University
Bachelor of Business Administration Lubin School of Business, Economics
BARUCH COLLEGE
Secondary; Graphic and Corporate Communications
Navis Learning July 2013 - Present
SumTotal Systems December 2011 - July 2013
Fidelity Investments January 2007 - July 2011
Fidelity Investments March 2004 - December 2006
Commonwealth of Massachusetts, Department of Mental Health February 2001 - March 2004
Consultant April 1999 - February 2001
Productivity Point International December 1991 - March 1999
Boston University Corporate Education Center 1998 - 1999
Skills
Solution Selling, Training Delivery, Instructional Design, Sales Process, Blended Learning, Captivate, Cross-functional Team..., E-Learning, Performance Consulting, Training, Instructor-led Training, Program Management, Coaching, Leadership, Needs Analysis, CRM, Management, Strategy, Employee Training, Sales Management, Sales, Lectora, Software Documentation, Learning Management, Project Management, Team Building, Business Process, Human Resources, Learning Management...
Education
Pace University 1987 — 1991
Bachelor's in Business Administration, International Marketing
Richmond, The American International University in London 1990 — 1990
Needham High School 1984 — 1987
Fidelity Investments March 2012 - Present
RBC Bank April 2009 - February 2012
Skills
IBM Mainframe, DB2, Banking
Education
Osmania University 1998 — 2001
Master of Computer Applications (M.C.A.)
Fidelity Investments November 2012 - Present
State of North Carolina March 2009 - November 2012
Metanoia Solutions Inc January 2008 - February 2010
George Mason University August 2007 - December 2007
Skills
Java, Java Enterprise Edition, GWT, Smart GWT, Spring, Hibernate, Maven, CAS - Single Sign on..., Struts, Tomcat, Web Services, SOA, SQL, Weblogic, Oracle, WebSphere Application..., RAD, Eclipse, Agile Methodologies, SAS, Tortoise SVN, CVS, Spring Framework
Education
George Mason University, Fairfax, VA 2007 — 2007
MS, Computer Networks
North Carolina State University, Raleigh, NC 2006 — 2007
MS, Computer Networks
Osmania University 2002 — 2006
BE, Electronics & Communications Engg.
Fidelity Investments March 2015 - Present
HCL America Inc January 2007 - March 2015
GTECH S.p.A. January 2007 - March 2015
Skills
Struts, Hibernate, Spring, J2EE Application..., Java, Sun Certified Java..., Hibernate 3.1, AJAX, Web Services, GWT, jQuery, JSP development, XSLT, XML, DB2, JavaScript, SOA, JMS, JSP, Spring Framework, Java Enterprise Edition, Servlets, EJB, Unix, SDLC
Education
Osmania University 2004 — 2006
Master's Degree, Master of Technology(MTech), Computer Science, A
SSJ Engineering College 1999 — 2003
Bachelor of Technology (BTech), Computer Science, A
Fidelity Investments September 2009 - Present
Fidelity Investments June 1996 - February 2009
Credit Suisse 1986 - May 1996
Skills
Business Analysis, SDLC, Requirements Analysis, Financial Services, Business Process..., Equities, Requirements Gathering, Business Process, Testing, Vendor Management, Project Planning, Business Requirements, Software Project..., Project Portfolio..., PMO, IT Strategy, PMP, Software Development
Education
Pace University 1976 — 1980
Bachelor of Business Administration (BBA), CMA
Compliance Information Systems January 2013 - Present
West Face Advisors November 2010 - Present
Utah Swimming January 2010 - August 2011
Skipstone Healthcare Staffing February 2009 - February 2009
Healthways February 2004 - December 2008
My ePHIT/Axia Health Management February 2004 - May 2008
Sipple Investment Solutions, Inc. September 2000 - December 2005
Fidelity Investments 1996 - 2000
BlackRock February 1994 - August 1994
Skills
Leadership, Start-ups, Management, Management Consulting, Finance, Human Resources, Mergers & Acquisitions, Analysis, Healthcare, Team Building, Change Management, Strategy, Team Leadership, Project Planning, Accounting, Sales
Education
University of Utah - David Eccles School of Business 2003 — 2003
Accounting
Westminster College 1995 — 1998
MBA, Finance, Economics
Pace University - Lubin School of Business 1994 — 1994
Finance, Economics
The London School of Economics and Political Science (LSE) 1993 — 1993
International Relations
University of Nebraska-Lincoln 1985 — 1989
BS, Business
Nationwide Financial August 2013 - Present
Fidelity Investments March 2008 - August 2013
J.P. Morgan November 2006 - March 2008
J.P. Morgan November 2004 - November 2006
UBS Wealth Management 2002 - 2004
Smith Barney 2001 - 2002
Skills
Mutual Funds, Medicare, Retirement Income..., Public Speaking, Variable Annuities, Retirement Planning, Financial Advisory
Education
Otterbein University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Alvarez & Marsal 2015 - Present
Continuity Dynamics Inc., ValueLine, and other clients 2013 - 2014
KnowledgePoint360 Group, LLC 2009 - 2013
LexisNexis 2007 - 2009
Fidelity Investments 2005 - 2006
Mercer Consulting, Outsourcing, & Investments 1999 - 2005
PriceWaterhouseCoopers 1995 - 1999
Comdisco 1987 - 1995
Skills
IT Strategy, SaaS, Process Improvement, Product Development, Business Intelligence, IT Leadership, Offshore Software..., Agile Methodologies, Consulting, IT Infrastructure..., Cloud Computing, Data Warehousing, Program Management, Performance Improvement, Product Innovation, Integration, B2B eCommerce, High Availability, Mobile Applications, B2C, SDLC, Strategy, Management, Change Management, Outsourcing, IT Management, Vendor Management, Enterprise Software, Data Center, Product Management, E-commerce, IT Service Management, Disaster Recovery, Business Analysis, SharePoint, Leadership, Software Development, Analytics, Mobile Devices, Social Media, Social Media Measurement, CRM, Quality Assurance, B2B
Education
Pace University 1995 — 2000
MS, Information Systems
Pace University - Lubin School of Business 1981 — 1985
BBA, Management Information Systems
Fidelity Investments February 2015 - Present
Skills
Negotiation, Customer Service, Procurement, Contract Negotiation, Procure to Pay, Streamline Processes, Strategic Sourcing, Supply Chain..., Operational Excellence, Operations Management, Public Speaking, Cost Analysis, ROI Accountability, Training & Development, Travel Management, Business Analysis, Financial Analysis, Financial Reporting, Financial Accounting, SAP, PeopleSoft, Customer Focus, Project Execution, Project Implementation, Process Automation, Government Procurement, Sourcing & Procurement, Strategic Consulting, Influential, Strategic Communications, Methods Development, Team Building, Lawson, Contract Management, Contract Development, Contract Writing, Team Management, Team Leadership, Cross-functional Team..., Virtual Teams, Team Oriented, Time Management, Process Management, Process Improvement, Supply Chain Management, Supplier Management, Change Management, Program Management, Management Consulting, Commodity Risk...
Education
Western International University 2009 — 2011
MBA, Finance
University of Phoenix 2006 — 2006
Bachelor of Science, Business Administration & Marketing
Pacific Union College 1994 — 1995
Education
Mountain View Academy 1989 — 1993
High School Diploma
Century Interactive June 2015 - Present
Creative Circle April 2015 - Present
Fidelity Investments September 2014 - May 2015
Asymmetrical Press June 2014 - September 2014
The Overlook Press June 2014 - June 2014
Travel By Sandy January 2014 - April 2014
Random House Children's Publishers June 2013 - June 2013
Wiley-Blackwell October 2012 - December 2012
Waldman Bros. September 2011 - April 2012
Teachers Tools January 2008 - January 2009
Skills
Proofreading, Editorial, Publishing, Social Media, Copy Editing, Online Publishing, Journalism, Marketing, Project Management, Books, Copywriting, InDesign, News Writing, Publicity, Content Development, Rights Management, Storytelling, New Media, Non-fiction, Social Networking, SEO, SEM
Education
Oxford Brookes University 2012 — 2013
Master's Degree, Publishing
University of North Texas 2006 — 2010
Bachelor's Degree, Journalism (News Writing, Editorial)
University of Leeds 2010 — 2010
Communication and Media Studies
Ernst & Young March 2013 - Present
Texas de Brazil March 2009 - Present
Stranix December 2011 - December 2012
Fidelity Investments November 2009 - December 2010
Onsite Property Management January 2008 - September 2009
Skills
Spanish, Financial Analysis, Risk Management, Forecasting, Business Analysis, Process Improvement, Budgets, Microsoft Excel, Business Intelligence, Project Management, Change Management, Financial Modeling, Equities, Mutual Funds, Strategic Financial..., Microsoft Office, Investments, Valuation, Securities, Portfolio Management, People Skills
Education
Pace University 2005 — 2009
BBA, Finance, Economics
Bank of New York Mellon September 2013 - Present
National City Bank October 2003 - April 2005
Fidelity Investments September 2000 - May 2001
Skills
Business Analysis, Portfolio Management, Equities
Education
Pace University - Lubin School of Business
Bachelor of Science (BS), Accounting and Finance
Aramark Uniform Services May 2014 - Present
Valicharla LLC September 2013 - Present
Cummins Inc. April 2013 - March 2014
Odesus, Inc. 2014 - 2014
GE Healthcare September 2010 - March 2013
Johnson Controls April 2008 - September 2010
Infosys 2000 - 2010
Equifax October 2007 - March 2008
Fidelity Investments March 2007 - September 2007
Northwestern Mutual November 2003 - March 2007
Skills
Siebel, SDLC, Requirements Analysis, Requirements Gathering, Software Project..., Data Warehousing, Business Analysis, Solution Architecture, ETL, Data Modeling, Oracle, Business Intelligence, Enterprise Architecture, SOA, PL/SQL, Integration, SQL, Quality Center, Pre-sales, IT Strategy, Business Process Design, Gap Analysis, ERP, Data Remediation Lead, Deployment Readiness..., Test Data Lead, Data Driven Testing, Large Scale System..., Integration Architecture, CRM, EAI, Oracle E-Business Suite, Data Migration, Testing
Education
Osmania University 1997 — 2000
Bachelors in Engineering, Computers Sciences
First State Investments September 2013 - Present
Deutsche Asset Management March 2007 - October 2012
Fidelity Investments 2003 - 2006
STW Fixed Income 2000 - 2003
Russell Investments 1994 - 2000
Education
Pacific Lutheran University 1989 — 1991
MBA, Business Administration
Washington State University 1982 — 1987
BA, Business, Economics
Agelity January 2010 - Present
Robert Half Finance & Accounting January 2007 - January 2010
Fidelity Investments September 2004 - January 2007
Bear Stearns January 1993 - September 2004
Dean Witter November 1989 - January 1993
Skills
Financial Analysis, Strategic Planning, Budgets, Recruiting, Forecasting, Customer Service, Mergers, Financial Modeling, Leadership, Financial Reporting, Accounting, Non-profits, Public Speaking, Microsoft Excel, Process Improvement, Employee Benefits, Team Building, Investments, Equities, Microsoft Office
Education
Pace University 1986 — 1989
Bachelor of Science (BS)
John Hancock Financial Services May 2014 - January 2015
Dana Farber Cancer Institute/ Partners Healthcare August 2013 - April 2014
Federal Aviation Administration September 2012 - July 2013
Harvard University January 2012 - August 2012
Risk Management Foundation of Harvard Medical Institutes (CRICO/ RMF) August 2008 - November 2011
Bank of Tokyo-Mitsubishi UFJ November 2006 - May 2008
State Street Bank July 2005 - March 2006
Fidelity Investments January 2001 - March 2002
Digitas February 1999 - December 2000
Skills
Financial Services, Business Analysis, Project Management, Quality Assurance, Process Improvement, Product Management, Mutual Funds, Visio, Portfolio Management, Management Consulting, Program Management, Leadership, Software Documentation, Analysis, Training, Social Networking, Project Planning
Education
Pace University - Lubin School of Business 1995 — 1997
MBA, Management Information Systems
University of North Carolina at Greensboro 1988 — 1992
B.S., Business Administration
NRECA August 2014 - Present
Fidelity Investments April 2007 - March 2014
JP Morgan April 2003 - March 2007
American Century Investments July 1997 - May 2003
Mercer Human Resource Consulting July 1990 - July 1997
Kwasha Lipton September 1983 - July 1990
Skills
Asset Allocation, Pensions, Series 7, Series 63, Mutual Funds, 401k, Asset Management, Hedge Funds, Vendor Management, Business Analysis, Retirement, Investments, Relationship Management, Financial Services, Securities, Series 6, Retirement Planning, Investment Advisory, Investment Strategies
Education
Otterbein University 1979 — 1983
BA, Finance
Blue Cross Blue Shield / Health Care Service Corporation (HCSC) August 2012 - Present
Deloitte February 2009 - August 2012
Fidelity Investments July 2007 - December 2008
Motricity February 2007 - June 2007
Blue Cross Blue Shield North Carolina January 2006 - February 2007
West Corporation January 2002 - December 2005
Qwest May 2001 - December 2001
Qwest May 2000 - August 2000
Skills
Data Warehousing, Business Intelligence, SDLC, Agile Methodologies, Requirements Analysis, Data Modeling, Database Design, Master Data Management, Metadata Management, Data Integration, Data Quality, Data Architecture, Data Analysis, Performance Tuning, SQL, PL/SQL, ETL, SOA, Unix, Business Objects, Business Objects Data..., Informatica, Embedded SQL, Perl, Shell Scripting, Project Portfolio..., PMP, DB2, Oracle, Testing, Teradata, SAS, Enterprise Architecture
Education
University of Nebraska-Lincoln 1999 — 2001
M.S., Computer Science & Engineering
Osmania University 1995 — 1999
B.Tech., Computer Science & Engineering
Peregrine Systems 2000 - 2002
Fidelity Investments July 1994 - December 1999
First Boston 1987 - 1995
Imnet 1985 - 1987
International MarketNet 1984 - 1987
Skills
Fixed Income, Investment Banking, ITIL Certified, Data Center, Middle Office, Derivatives, Equities, Prime Brokerage, Change Management
Education
Pace University 1968 — 1972
Brooklyn Tech 1962 — 1966
Academic Diploma, Industrial Design
BridgePoint Group, LLC September 2013 - Present
Fidelity Investments October 2010 - August 2013
Fidelity Investments 2007 - 2010
Fidelity Investments 2005 - 2007
Fidelity Investments 1998 - 2005
PaineWebber July 1997 - July 1998
Prudential Securities February 1992 - July 1997
Skills
Leadership, Financial Services, Management, Finance, Mutual Funds, Securities, Risk Management, Analysis, Strategic Financial..., Financial Analysis, Equities, Financial Modeling, Budgets, Accounting, Business Analysis, Process Improvement, Project Management, Financial Planning
Education
Pace University 1990 — 1994
MBA, Accounting
New York University - Leonard N. Stern School of Business 1985 — 1988
BS, Marketing & Economics
Fidelity Investments May 2006 - Present
Sterling Commerce July 2002 - July 2006
Education
Osmania University
AptsandLofts.Real Estate Marketing and Sales March 2013 - Present
The Corcoran Group January 2012 - February 2013
NY CASA Group Marketing April 2011 - January 2012
RE/MAX @ the Slope June 2007 - April 2011
The Levin Institute July 2010 - July 2010
AIG Royal Alliance August 1986 - September 2001
Bank Leumi September 1984 - July 1986
Fidelity Investments May 1983 - February 1984
Skills
Condos, Customer Service, Sellers, Entitlements, Real Estate, Franchising, Investment Properties, Relocation, Budgets, Land Development, Referrals, Small Business, Marketing, Commercial Real Estate, Sales, Townhomes, Selling, Leadership, Buyers, Property, Residential Homes, Investments, Real Estate Transactions
Education
Pace University 1979 — 1984
BA, ECONOMICS
TetherView November 2014 - August 2015
Fidelity Investments July 2011 - September 2014
Merrill Lynch August 2010 - July 2011
UBP Asset Management December 2004 - April 2009
Skills
Relationship Management, Alternative Investments, Financial Services, Fund Of Funds, Fixed Income, Capital Markets, Hedge Funds, Investor Relations, Client Services, Customer Relations, Securities, Equities, Asset Management, Investments, Business Development, Management, Account Management, Private Cloud, Sales Operations, Trade Operations, Bonds, Settlement, Trading, Financial Markets, Fund Administration, Private Equity, Sales Process, IT as a Service, Technology Solutions, New Business Development, Relationship Building
Education
Pace University - Lubin School of Business 1999 — 2002
Bachelor's degree, Business Management
Florida Power & Light January 2013 - Present
Aetna May 2012 - December 2013
Fidelity Investments October 2011 - June 2012
Litton Loan Servicing 2008 - 2011
Virtusa February 2007 - December 2007
Virtusa February 2007 - December 2007
Skills
PL/SQL, Oracle, Data Warehousing, Databases, Database Design, ETL, SQL, Data Modeling, SDLC, Microsoft SQL Server, Unix Shell Scripting, SSIS
Education
Osmania University 1998 — 2003
Master of Computer Applications (M.C.A.)
PAREXEL May 2013 - Present
Fidelity Investments 2005 - March 2013
Putnam Investments March 1999 - June 2005
Skills
Agile Methodologies, SDLC, Software Project..., Oracle, Unix, SQL, Requirements Analysis, Software Development, Enterprise Architecture
Education
Osmania University 1995 — 1997
Master of Computer Applications (MCA)
Fidelity Investments 2007 - 2013
Fidelity Investments 2004 - 2007
Fidelity Investments 2000 - 2004
Skills
Financial Modeling, Valuation, Equities, Investment Banking, Business Process..., Business Analysis, Project Management, Lean Operations, Six Sigma, Market Research, Managing Database, Voice of the Customer..., Reporting & Analysis, Performance Metrics, Business Strategy, Statistical Data..., Quality Control, Access Database, Financial Services, Customer Experience..., Vendor Management
Education
Pace University
Fidelity Investments June 2015 - Present
Angelo Gordon September 2013 - May 2015
Neuberger Berman July 2013 - September 2013
Morgan Stanley May 2012 - December 2012
State Street September 2011 - March 2012
RBS Sempra Commodities August 1999 - June 2011
Skills
Toad, JIRA, WinRunner, Oracle, XML, Microsoft SQL Server, TestComplete, Sybase, PL/SQL, SQL, Visual Basic, QC, FpML
Education
Dr Babasaheb Ambedkar Maratwada University 1981 — 1986
Ph.D
Dr Babasaheb Ambedkar Maratwada University 1981 — 1983
M.Sc
Osmania University 1978 — 1981
B.Sc
Fidelity Investments December 2012 - Present
Fidelity Investments May 2010 - December 2012
Marsh & McLennan 2008 - April 2010
Lehman Brothers June 2007 - August 2008
Pace University August 2006 - May 2007
Southern Petrochemical Industries Limited April 2004 - June 2006
Skills
CISA (Passed Exam -..., Management, Fixed Income, Auditing, CISA, Analysis, Information Technology, IT Audit, Financial Reporting, Corporate Finance, Internal Controls, Financial Modeling, IBM iSeries, Access, Risk Assessment, Sarbanes-Oxley Act, Risk Management, Enterprise Risk..., Internal Audit, Financial Risk
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Information Systems
University of Madras 2000 — 2004
B.E., Computer Science
Geller & Company September 2013 - Present
RSC Solutions May 2012 - September 2013
PineBridge Investments July 2010 - May 2012
Grantham, Mayo, Van Otterloo & Co. LLC (GMO) August 2007 - July 2010
GE Asset Management 1994 - 2007
Fidelity Investments 1992 - 1994
Kidder Peabody 1987 - 1992
Merrill Lynch 1985 - 1987
JPMorgan Chase 1983 - 1985
Education
Pace University
Master of Business Administration (MBA), Information Technology
Thomson Reuters August 2013 - Present
Fidelity Investments 2012 - 2013
O'Shaughnessy Asset Management 2007 - 2009
Standard & Poor's March 2000 - April 2007
Skills
Equities, Financial Markets, Fixed Income, Bloomberg, Securities, Asset Management, Capital Markets, Hedge Funds, Electronic Trading, Equity Research, Trading, Portfolio Management, Investments, Mutual Funds, Emerging Markets, Investment Strategies, Wealth Management, Financial Services
Education
Pace University
Bachelors, Business Administration and Management, General
Fidelity Investments March 2015 - Present
Clear Transitions PDX December 2012 - Present
McGee Wealth Management August 2014 - February 2015
Waddell & Reed March 2011 - August 2013
PDX March 2006 - August 2012
Regence Blue Cross Blue Shield of Oregon September 2007 - December 2009
WSC Insurance January 2006 - September 2007
Education
Pacific University 1998 — 2002
B.A. Business Management, Psychology
Bank of New York Mellon September 2008 - Present
Goldman Sachs August 1998 - February 2008
Pinkerton Computer Consultants August 1996 - February 2004
Fidelity Investments February 1998 - August 1998
Verizon August 1996 - February 1998
HSBC December 1988 - August 1996
Midland Bank 1988 - 1996
OCL 1984 - 1988
Skills
VSAM, JCL, SDLC, CICS, Mainframe, COBOL, TSO, DB2, Application Development, Unix, Integration, Software Development, Database Design, Business Analysis, PMP, SharePoint, Visio, Databases
Education
Pace University 2009 — 2010
Software Engineering
University of Southampton 1977 — 1980
BSc, Mathematics
Massage Luxe July 2012 - Present
Rabobank Intl December 2006 - August 2012
Citi January 2005 - December 2006
Fidelity Investments July 2000 - December 2004
Skills
Fixed Income, Derivatives, Investment Banking, Equities, Bloomberg, FX Options, Capital Markets, Financial Risk, Hedge Funds, Financial Modeling, Vendor Management, Securities, Asset Managment, Bonds, Business Analysis, Insurance, Portfolio Management, Business Process..., Equity Derivatives, Financial Markets
Education
Pace University 2002 — 2006
MBA, Finance
Rutgers University-New Brunswick 1995 — 1999
BA, Economics, Statistics
Iron Mountain February 2012 - Present
State Street Global Advisors January 2009 - February 2012
Fidelity Investments January 2008 - December 2008
Fidelity Investments November 2005 - January 2008
Fidelity Investments May 2002 - November 2005
Fidelity Investments 2001 - 2002
Fidelity Investments 2000 - 2000
Fidelity Investments 1997 - 1999
Fidelity Investments 1992 - 1997
Deloitte 1989 - 1992
Skills
Operational Risk, Risk, Risk Management, Operational Risk..., Fraud, Enterprise Risk..., AML, Business Continuity, Auditing, Financial Services, Asset Managment, Security, Private Investigations, Information Security, Program Management, Business Continuity...
Education
Pace University - Lubin School of Business
MBA, Finance
University of Maryland - Robert H. Smith School of Business
BS, Accounting
Athenium June 2013 - Present
Galatea Associates September 2012 - April 2013
iRobot March 2010 - July 2012
OLB Inc July 2009 - February 2010
iRobot April 2009 - July 2009
Fidelity Investments August 2006 - February 2009
NetClarity Inc. March 2002 - July 2006
Skills
ClearCase, Perl, CVS, Shell Scripting, Software Engineering, Unix, Python, Subversion, C++, Linux, C, Tortoise SVN, MySQL, Sybase, Microsoft Word, Microsoft Excel, PHP, Scrum, Oracle, JavaScript, Databases
Education
University of Massachusetts at Lowell 2001 — 2003
Masters of Computer Science, Computer Science
Padmashree Dr D. Y. Patil Vidyapeeth
Bachelors, Computer Science
Fidelity Investments August 2012 - Present
InfoReliance February 2009 - August 2012
IBM April 2003 - February 2009
IBM May 1998 - April 2003
Skills
Visio, XML, HTML, JavaScript, Access, Websphere, Rational, Microsoft Excel, PowerPoint, Rational Software..., Requirements Analysis, SQL, SDLC, SharePoint, Integration, Agile Methodologies, Business Analysis, Requirements Gathering, Software Project..., Java, Business Process, Testing, .NET, Solution Architecture, CRM
Education
Pace University-Pleasantville/Briarcliff Campus 1984 — 1986
BBA, Finance and Accounting
Pace University-Pleasantville/Briarcliff Campus 1984 — 1986
Bachelor of Business Administration (BBA)
General Motors February 2013 - Present
Merkle February 2011 - Present
Boston Medical Center 2013 - 2013
Raytheon May 2009 - March 2011
Genzyme May 2008 - May 2009
Fidelity Investments October 2006 - May 2008
The Hanover Insurance Group 2005 - 2006
Mastech 2003 - 2005
CMC Ltd 1998 - 2003
SilverBack Technologies 2000 - 2000
Skills
Data Warehousing, ETL, Master Data Management, Business Intelligence, Informatica, SDLC
Education
Osmania University 1995 — 1997
Master of Business Administration (MBA), Marketing/Marketing Management, General
MVSR Engineering College
Bachelor of Engineering (B.E.), Mechanical Engineering
Osmania University
MBA, Marketing
Fidelity Investments Sr. Software EnggFidelity Investments2004 - 2008
CGI 1997 - 2007
Patni Computer Services 1995 - 1996
Business Software 1994 - 1995
Skills
Software Project..., SDLC, Requirements Analysis, Agile Methodologies
Education
Padmashree Dr D. Y. Patil Vidyapeeth 1991 — 1993
University of Pune 1991 — 1993
Bachelor's of Computer Engg., Computer Engg.
Cowasjee Jehangir High School 1984 — 1987
SSC
Bharda New High School 1978 — 1983
IBM / SSA February 2014 - Present
Lockheed Martin / SSA February 2011 - February 2014
Wells Fargo September 2009 - December 2010
Viasat, Inc February 2008 - August 2009
Harcourt Inc October 2006 - December 2007
Syniverse Technologies April 2006 - September 2006
Fidelity Investments October 2005 - April 2006
Skills
Java, J2EE, JMS, EJB, C++, XML, RAD, RSA, Eclipse, HTML, JavaScript, Struts, Open JPA, Servlets, DB2, Oracle, SQL, WebSphere MQ, Business Analysis, Project Management, Windows
Education
Georgia Southwestern state University, Americus, GA
Master’s Degree, Computer Science
Osmania University
Bachelor’s Degree, Mechanical Engineering
Fidelity Investments March 1999 - Present
IBJ Whitehall Bank and Trust Company October 1983 - February 1999
IBJ Whitehall Financial Group 1990 - 1999
IBJ Schroder Bank 1983 - 1999
IBJ Schroder 1983 - 1999
Education
Pace University
Psychology
UPI May 2008 - Present
BNY Mellon February 2007 - May 2008
Fidelity Investments July 2000 - February 2007
Skills
General Ledger, Account Reconciliation, Accounts Payable, Financial Reporting, SAP, Microsoft Excel, Business Warehouse, Lotus Notes, Microsoft Powerpoint, Forecasting, PeopleSoft, SAP BW, Accounts Receivable, Internal Controls, Accounting, Financial Analysis
Education
Pace University 2003 — 2007
Masters of Science, Information Systems
Rutgers University 1996 — 2000
Bachelor of Science, Finance
Broadridge July 2013 - February 2015
Fidelity Investments January 2012 - December 2012
New England Carpenters Benefit Funds. 2009 - 2010
Alexander Technology Group 2008 - 2008
Fidelity Investments 2000 - 2007
Skills
Software Quality..., Test Planning, Test Strategy, Defect Tracking, SDLC, System Testing, Agile Methodologies, Unix, Databases, Oracle, User Acceptance Testing, Quality Assurance, Data Warehousing, Testing, HP Quality Center, Test Automation, SQL, Test Cases, JIRA, Manual Testing, Microsoft SQL Server, Waterfall, XML, HP QTP
Education
Osmania University
MS
Fidelity Investments May 2012 - Present
US Army January 2003 - Present
Elbit Systems of America October 2008 - May 2012
Bell Helicopter May 2006 - October 2008
Bell Helicopter May 2006 - October 2008
Skills
Forecasting, Accounting, Analysis, Auditing, SAP, Budgets, Leadership, Management, Internal Controls, Six Sigma, Project Management, Finance, Cash Flow, Training, GAAP
Education
TEXAS CHRISTIAN UNIVERSITY, NEELEY SCHOOL OF BUSINESS 2006 — 2007
MBA, Corporate Finance
Texas Christian University - M.J. Neeley School of Business 2005 — 2007
MBA, Corporate Finance
Ouachita Baptist University
Bachelor, Education
Guggenheim Partners September 2010 - Present
Credit Suisse May 2010 - August 2010
Fidelity Investments April 2009 - May 2010
Morgan Stanley & Co. Incorporated October 2007 - March 2008
Morgan Stanley February 1995 - March 2008
Kidder Peabody July 1975 - January 1995
Skills
FINRA, Financial Services, Training
Education
Pace University 1980 — 1980
Computer Analysis
Fidelity Investments February 2014 - Present
Cutwater Asset Management October 2007 - September 2013
Home Shopping Network (HSN) 2002 - 2007
InfoVision21, Inc 1998 - 2001
Skills
Visual C#, C#, XAML, ADO.NET Data Services, Entity Framework, ASP.NET MVC, jQuery, JSON, SQL Server, JavaScript, ASP.NET, .NET, Web Services, PL/SQL, AJAX, SharePoint, WCF, T-SQL, Mobile Applications, Web Development, Scrum, LINQ, Visual Studio, TFS, IIS, Java, WPF, Silverlight, WinForms, Microsoft SQL Server, ASP.NET Web API, WinJS, Windows 8, Oracle
Education
Osmania University 1991 — 1994
B.Sc, Computer Science
HPS, Ramanthapur
Fidelity Investments November 2011 - Present
Fidelity Investements July 2008 - October 2011
Fidelity Investments November 2006 - July 2008
Fidelity Investments 2006 - 2007
Fidelity Investments 2001 - 2005
Skills
Sales Operations, Sales, Strategic Planning, Finance, Leadership, Sales Management, Strategy, Process Improvement
Education
Pace University 1996 — 2000
BA, Finance
Wakefern Food Corp. March 2015 - Present
Wakefern Food Corp July 2007 - March 2015
TD Waterhouse March 1999 - June 2007
Fidelity Investments December 1992 - March 1999
Shearson Lehman Brothers December 1988 - December 1992
Skills
Cash Management, Treasury, Treasury Services, Financial Analysis, Forecasting, Financial Modeling, Finance, Pricing, Income Statement, Financial Reporting, Risk Management, Accounting, Budgets, Retail, Management, Mergers & Acquisitions, Leadership, Strategic Planning, Financial Risk, Electronic Payments
Education
Pace University 1984 — 1988
BBA, Accounting
Regence BlueCross BlueShield 2012 - Present
Amirsys June 2009 - February 2010
Ingenix, Inc. 2002 - 2009
Nex2 2001 - 2002
Buyers On Line March 2001 - July 2001
Independent Witness, Inc. June 2000 - March 2001
Novell, Inc. June 1999 - June 2000
Fidelity Investments August 1998 - July 1999
WordPerfect/Novell/Corel September 1992 - August 1998
Skills
Oracle, Apache, Databases, Software Development, Agile Methodologies, C++, Java, XML, Scrum, Java Enterprise Edition, Management, Microsoft SQL Server, Hibernate, SQL, SDLC, Web Development, Software Engineering, Requirements Gathering, Programming
Education
Pacific Lutheran University 1989 — 1992
Bachelor of Science (BS), Computer Science
Pacific Lutheran University 1988 — 1992
B.S. CS, computer science, minor in math
Fidelity Investments September 1990 - Present
Fidelity Investments April 1990 - September 1990
Fidelity Investments September 1989 - March 1990
Fidelity Investments March 1986 - August 1989
Fidelity Investments March 1985 - February 1986
Fidelity Investments May 1984 - March 1985
Skills
Series 63, Mutual Funds, Wealth Management, Series 7, FINRA, Asset Management, Investment Advisory, Asset Allocation, Strategic Financial..., Securities, Investments, Financial Services, Series 8
Education
Pace University - Lubin School of Business 1982 — 1984
BS, Marketing
Sacred Heart High School 1975 — 1979
Sacred Heart High School
American International Group 2006 - Present
Fidelity Investments November 2003 - October 2006
Fidelity Investments January 2000 - October 2003
Skills
SAP BPC, Requirements Analysis, Business Analysis, SDLC, Visio, Data Warehousing, ETL, Business Intelligence
Education
Pace University 2002 — 2005
MBA, MIS
The TJX Companies 2009 - Present
Blink Consulting November 2007 - December 2008
Dunkin' Brands 2007 - 2008
Infosys Technologies Ltd July 2003 - November 2007
Fidelity Investments 2004 - 2007
Skills
Oracle E-Business Suite, Oracle HR, Oracle Applications, Business Process, Requirements Analysis, HRIS, Payroll, ERP
Education
Osmania University 1999 — 2003
Bachelor of Engineering, Computer Science
Vangaurd March 2005 - Present
Private Co. January 2005 - Present
Fidelity Investments June 1995 - January 2005
Education
Oxford Brookes University 1989 — 1995
Bachelors, Economics
JPMorgan Chase January 2009 - Present
Fidelity Investments June 2007 - December 2008
JP Morgan Chase 1981 - 2006
Education
Pace University 1981 — 1991
BS, Economics
School of Visual Arts 1980 — 1981
Bishop Kearney High School 1977 — 1981
Macquarie Capital USA January 2011 - Present
Fidelity Investments October 2006 - January 2011
TD Waterhouse March 1994 - September 2006
Education
Pace University - Lubin School of Business 1980 — 1984
MBA, Finance
Monsanto January 2014 - Present
Monsanto March 2009 - December 2013
Fidelity Investments January 2005 - March 2009
ICICI OneSource December 2002 - December 2004
Microsoft December 1999 - December 2002
Wipro Technologies May 1998 - November 1999
Godrej Soaps (Hi-Care Division) June 1997 - May 1998
Skills
HRIS, Talent Management, Talent Acquisition, Performance Management, MIS, Leadership, Team Management, Payroll, Management, Personnel Management, Succession Planning, Temporary Placement, Recruiting, Strategy, Employee Engagement, HR Policies, Employee Benefits, Employee Relations, Sourcing, Human Resources
Education
XLRI Jamshedpur 1995 — 1997
Master's degree, Human Resources
Osmania University 1992 — 1995
B.Com. (Hons), Commerce, Accounts
Bharatiya Vidya Bhavan
Fidelity Investments January 2013 - Present
Fidelity Investments January 2005 - December 2012
Fidelity Investments February 2001 - December 2004
Citibank (Banamex USA) February 2000 - December 2000
AT&T August 1999 - February 2000
Skills
Requirements Analysis, SDLC, Sybase, Data Warehousing, Software Project..., Business Analysis, Informatica, Vendor Management, Project Management, Requirements Gathering, Agile Methodologies, Enterprise Architecture, Oracle, Agile Project Management, Business Requirements, IT Strategy, Systems Analysis, Unix, User Acceptance Testing, ETL, Waterfall, PL/SQL, Process Improvement, PMO, PMP, Project Portfolio..., Visio
Education
NIIT
Advance Diploma in Software Technology & Systems Management
Osmania University
Bachelor of Science, Electronics
Fidelity Investments March 2007 - Present
Fidelity Investments January 2005 - Present
Fidelity Investments January 2005 - March 2007
Prudential Securities 1990 - 2005
Skills
Series 24, Series 7
Education
Pace University - Lubin School of Business 1985 — 1990
BBA Finance, Accounting and Finance
Wharton Business School
Fidelity Investments VP, Product DevelopmentFidelity2006 - Present
Pershing 1994 - 2006
Education
Pace University 1982 — 1985
MBA, Finance
Rider University 1979 — 1981
BS, Finance
Hauppaug High School 1972 — 1976
The Standard June 2013 - Present
The Standard May 2009 - June 2013
Fidelity Investments January 2007 - February 2009
Blair Corporation August 1983 - December 2006
Skills
401k
Education
Otterbein University 1978 — 1982
B.A., Psychology
Fidelity Investments May 2006 - Present
iLogix (IBM) June 2005 - August 2006
Sterling Commerce (IBM) June 2002 - July 2005
Prosoft Systems, Inc January 1998 - May 2002
Skills
Agile Methodologies, SDLC, SOA, Requirements Analysis, Software Development, Software Project..., Data Warehousing, Oracle, SQL, Architecture, Enterprise Architecture, XML, Requirements Gathering, Business Intelligence, ClearCase
Education
UMASS LOWELL 2010 — 2012
MBA - Information Technology
Osmania University 1992 — 1996
M.S, Computer Science & Applications
Upromise Investments, Inc. January 2012 - Present
Regulatory Compliance, Inc. October 2010 - December 2011
Fidelity Investments November 1994 - July 2011
CFS Consulting Services, LLC. 2009 - 2010
COLT Telecom August 2003 - August 2005
US Securities and Exchange Commission November 1990 - November 1994
Skills
Regulatory Compliance
Education
Pace University - Lubin School of Business 1985 — 1987
MBA, Executive Management
United States Military Academy at West Point 1974 — 1978
BS, Engineering
Murray & Rouvina, PLC January 2014 - September 2015
Textura Corporation October 2012 - January 2014
Accenture September 2007 - May 2012
MetLife November 2006 - August 2007
Fidelity Investments September 2005 - November 2006
Skills
Corporate Law, Alternative Dispute..., Facilitative Mediation, Corporate Governance, Commercial Contracts, Contract Negotiation, Proxy Statements, Employment Agreements, Legal Compliance, Due Diligence, Securities Regulation, Securities, SEC filings, Section 16, Securities Exchange Act..., 10Q, Investment Company Act, Board of Director..., 10b5-1 Plans, D&O, Relationship Management, Board Governance, Third Party Vendor..., Annual Meetings, NYSE, Information Statements, SEC Comment/Response..., Registration Statements, Securities Act of 1933, Investment Company Act..., Subadviser Management, NDA, IPO, Service Level Agreements, Secondary Offerings, H-1B, Immigration Law, Legal Writing, Legal Research, Litigation
Education
Pace University School of Law 2002 — 2005
JD, Law
Syracuse University 1997 — 2002
BA, Political Science
Fidelity Investments May 2012 - Present
Skills
Project Management, Management, SDLC, PMP, Business Analysis, Software Project..., Vendor Management, Requirements Analysis, Project Portfolio..., Program Management, PMO, IT Strategy, Requirements Gathering, Global Delivery, Resource Management
Education
Osmania University 1993 — 1995
MBA, Finance
Osmania University
Bachelor's degree, Mathematics
Fidelity Investments April 2015 - Present
Fidelity Investments February 2013 - April 2015
Fidelity Investments May 2012 - February 2013
Fidelity Investments June 2011 - May 2012
Pace University September 2010 - May 2011
Skills
CQG, Bloomberg Terminal, SPSS, Microsoft Office, Market Analysis, Problem Solving, Regression Testing, Series 7, Series 66
Education
Pace University - Lubin School of Business 2009 — 2012
BBA, Finance, Economics
Appomattox Advisory, Inc. March 2014 - Present
M. D. Sass June 2013 - March 2014
Pace University September 2011 - May 2013
Computech Limited January 2009 - June 2011
Fidelity Investments July 2007 - September 2008
Skills
Leadership, Finance, Bloomberg Terminal, Data Analysis, Valuation, Management, Financial Modeling, Visio, MS Project, Quantitative Analytics, Risk Management, Crystal Reports, Financial Projection, Access, Human Resources, Statistical Analysis..., Tender Preparation
Education
Pace University - Lubin School of Business 2011 — 2013
MBA, Finance
University of Pune 2003 — 2007
Bachelor of Engineering (B.E.), Electronics
J.P. Morgan April 2014 - Present
H&R Block November 2010 - April 2013
H&R Block November 2010 - April 2013
Morgan Stanley September 2007 - March 2009
Fidelity Investments May 2007 - September 2007
JPMorgan Chase July 2005 - May 2007
Morgan Stanley May 2000 - September 2004
Merrill Lynch Pierce Fenner & Smith Inc June 1998 - April 2000
Skills
Microsoft Office, Communication Written, Oral Communications, Client Services, Securities, Outlook, Word, Problem Solving, Compliance, Operations Management, Time Management, Equities, Planning, Supervisory Skills, Coaching, Public Speaking, Critical Thinking, Teamwork, Research, Accounting, Corporate Governance, Microsoft Word, Budgets, Account Reconciliation, Financial Services, Financial Analysis, Project Planning, Due Diligence, Financial Reporting, Management
Education
ST. JOSEPH'S COLLEGE 2004 — 2007
Masters of Science, Organization Management
ST. JOSEPH'S COLLEGE 2004 — 2007
MBA, BUSINESS MANAGEMENT
Pace University 1983 — 1995
Bachelor, Business Admin; Management
Pace University 1983 — 1992
Associate of Applied Sciences, Accounting
Fidelity Private Wealth Management March 2015 - Present
Fidelity Investments October 2006 - March 2015
JPMorgan Chase February 2003 - October 2006
Skills
Excel, Word, Series 7, Financial Planning, Retirement Planning, Investments, Series 63, Customer Relations, Wealth Management
Education
Pace University - Lubin School of Business 1992 — 1994
Bachelors, Finance
Fidelity Investments June 1995 - Present
Salomon Brothers December 1981 - June 1995
Skills
Asset Management, Bonds, Business Process..., Financial Services, Investments, Portfolio Management, Trading, Change Management, Fixed Income, IT Strategy, Management, Management Consulting, Process Improvement, Program Management, Project Management, Risk Management, SDLC, Strategy, Trading Systems, Electronic Trading
Education
Pace University 1979 — 1985
MBA, Corporate Finance
Syracuse University 1977 — 1978
MS, Civil Engineering
Syracuse University 1974 — 1976
BS, Civil Engineering
U.S. Bancorp Investments July 2012 - September 2015
Huntington Investment Company September 2010 - July 2012
Fidelity Investments April 2006 - March 2009
Fidelity Investments September 1999 - March 2006
Fidelity Investments May 1998 - September 1999
Skills
Mutual Funds, Securities, Equities, Insurance, Investments, Management, Series 7, Series 63, Series 24, Series 4, Series 3, Series 53, Series 9, Series 10, Series 66, Variable Annuities, Life & Health Insurance..., Financial Services, Risk Management, Process Improvement, Analysis, Regulatory Compliance, Financial Markets, Supervision, General Securities..., Regulatory Examinations, Financial Risk, General Securities..., Options, Pre-approval, Microsoft Office, Microsoft Excel, Microsoft Word, Organizational..., Retail Sales, Prioritize Workload
Education
Palm Beach Atlantic University
BS, Business Administration
Fidelity Investments Branch Operations SupervisorCharles Schwab1989 - 2004
Skills
Financial Analysis, Securities, Risk Management
Education
Pace University - Lubin School of Business 1984 — 1988
BBA, Management
Fidelity Investments April 2009 - Present
Fidelity Investments May 2007 - March 2009
Kenexa 1998 - 2002
Odsi 1997 - 1998
Skills
Unix, SDLC, Agile Methodologies, Business Intelligence, Requirements Analysis, Oracle E-Business Suite, Oracle, Java, Software Project..., Oracle Applications, PL/SQL, SOA, Data Warehousing
Education
SVCH school 1984 — 1984
Osmania University
Osmania University
Fidelity Investments May 2013 - Present
Kroger June 2012 - May 2013
American Family Insurance July 2010 - May 2012
Codem Software Inc November 2007 - June 2010
CodeM Software Solutions Pvt. Ltd. July 2005 - October 2007
Skills
Windows, SOA, Web Services, Quality Center, Testing, Agile Methodologies, Test Automation, QTP, Test Planning, Regression Testing, Manual Testing, Software Quality..., Test Cases, User Acceptance Testing, JIRA, Oracle, Performance Testing, Quality Assurance, Defect Tracking, Microsoft SQL Server, Integration, Functional Testing, DB2, Databases, SDLC, System Integration...
Education
Osmania University 2004 — 2004
Master of Computer Applications (MCA), Masters in Computers
Osmania University
TD Bank October 2014 - April 2015
Bruker Corporation September 2013 - December 2013
USI Holdings June 2012 - December 2012
Fidelity Investments October 2011 - April 2012
Cold Water Creek 2009 - 2011
Graphic Packaging International March 2010 - September 2010
Sterling Commerce an AT&T company May 2009 - February 2010
Liberty Mutual Insurance December 2003 - October 2008
INTERNATIONAL INSURANCE COMPANY. INC October 1999 - December 2003
NATIONAL GRANGE MUTUAL INSURANCE COMPANY July 1996 - October 1999
Skills
Internal Controls, Forecasting, Variance Analysis, Account Reconciliation, Financial Analysis, Sarbanes-Oxley Act, General Ledger, Financial Accounting, Accounting, Auditing, Finance, GAAP, Fixed Assets, SAP, Budgets, Internal Audit, Analysis, Consolidation, Essbase, Journal Entries
Education
Pace University - Lubin School of Business
BBA, Accounting
Fidelity Investments July 2006 - Present
Skills
Series 7, Series 63, Client Experience, Retirement Services, Wealth Management, Consultative Selling, Retirement Planning, Series 65
Education
Pace University - Lubin School of Business
Fidelity Investments May 2010 - Present
Skills
Equities, DTC, Bloomberg, Capital Markets, Securities, Corporate Actions, Settlement, Bonds, Financial Analysis, Securities Lending, Options, Financial Services, Middle Office, Fixed Income, Trading, Prime Brokerage, Equity Derivatives, Back Office, FX Options
Education
Pace University - Lubin School of Business 1994 — 1997
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Heartland Payment Systems November 2012 - Present
Self Employed 2003 - 2012
Concord Communications 1999 - 2002
SPRINT 1990 - 1992
Sears Business Systems 1985 - 1988
Fidelity Investments 1981 - 1984
Skills
Photography, Teaching, Painting, Oil Painting, Art, Public Speaking, Drawing, Advertising, Editing, Non-profits, PowerPoint, Event Planning, Fundraising, Event Management, E-commerce, Nonprofits, Leadership, Marketing, Management, Sales, Marketing Strategy, Training, B2B, Strategy, Strategic Partnerships, CRM
Education
Pacifica Graduate Institute 1994 — 1996
Master of Arts (M.A.), Cultural Studies
University of New Hampshire
Bachelor of Arts (B.A.), Political Science and Government
Fidelity Investments 2010 - Present
Skills
Spring, Websphere, Agile Methodologies, JMS, Core Java, J2EE 1.4, J2EE Web Services, Oracle SQL, Tomcat 5, Hibernate, iBatis, JUnit, Ant, Struts
Education
Osmania University 2000 — 2003
Master of Computer Applications (MCA), Computer Science
S P S High School Guntur 1990 — 1995
Fidelity Investments September 2014 - Present
Skills
Java Enterprise Edition, Spring, Hibernate, Web Services, SOA
Education
Osmania University 1999 — 2003
Fidelity Investments January 2013 - Present
SCA Promotions September 2011 - May 2012
RAMKY Solutions December 2009 - June 2010
Skills
Databases, Java, XML, JavaScript, HTML, CSS, SQL, C++, MySQL, C, Eclipse, Informatica PowerCenter, OBIEE
Education
The University of Texas at Dallas 2010 — 2012
Masters, Computer Science
Osmania University 2006 — 2010
Bachelors, Computer Science
Fidelity Investments
Skills
Program Management, Event Planning, Social Media, Public Speaking, Leadership, Management
Education
Pace University - Lubin School of Business 1977 — 1981
Bachelor of Business Administration (BBA), Marketing/Finance
St. Joseph's of the Palisades H.S. 1972 — 1976
American Bureau of Shipping September 2012 - Present
AECOM July 2002 - September 2012
FEMA,CA 2005 - 2005
Fidelity Investments October 2000 - March 2002
VNR Vignana Jyothi College of Engineering 1997 - 1999
VNR Vignana Jyothi College of Engineering 1997 - 1999
Skills
Engineering, Project Management, Requirements Analysis, Program Management, Matlab, AutoCAD, Construction, SQL, Business Analysis, Project Planning, Engineering Design, Finite Element Analysis, Project Engineering, Microsoft Office, Integration, Engineering Management, Software Development, Microsoft Project, Commissioning, ANSYS, Structural Analysis, Testing, CAD, Mechanical Engineering
Education
Shri G S Institute of Science and Technology, Indore 1993 — 1994
Master’s Degree, Mechanical Engineering, First Class
Osmania University 1981 — 1985
Bachelor's degree, Mechanical Engineering, First Class
Fidelity 2006 - 2008
JPMorgan Chase & Co. April 2004 - March 2005
Drugstore.com April 2003 - April 2004
Critical Path inc September 2002 - July 2003
On Vantage, Inc., CA August 2001 - August 2002
Fidelity Investments April 2000 - July 2001
Skills
Test strategy and...
Education
Osmania University 1995 — 1997
Bachelors, engineering
Fidelity Investments April 2013 - Present
Chase Bank July 2011 - April 2013
Education
Pace University-Pleasantville/Briarcliff Campus 2005 — 2009
Bachelor of Business Administration (B.B.A.)
Bottomline Technologies May 2008 - Present
Fidelity Investments July 2006 - March 2008
Skills
Agile & Waterfall..., Test Automation, Web Services, Quality Center, API testing, Mobile Testing, Information Security, Testing
Education
Osmania University
Bachelor of Arts (BA), Public Administration
Medical Protective - A Berkshire Hathaway Company December 2014 - Present
Federal Reserve Bank of San Francisco December 2013 - November 2014
Apple April 2013 - November 2013
Fidelity Investments 2011 - 2013
IBM 2010 - 2011
JPMorgan Chase 2009 - 2010
The University of Texas at Tyler August 2007 - April 2009
The University of Texas at Tyler March 2007 - August 2008
Skills
Java, Java Enterprise Edition, SDLC, DB2, J2EE Application..., Struts, Agile Methodologies, Tomcat, Spring, JBoss Application Server, Spring Framework, Web Services, Oracle, SQL DB2, Hibernate, PL/SQL, Weblogic, XML, WebSphere Application..., JDBC, WebSphere, SOA, JSP, SOAP, JUnit, UML, JavaScript, jQuery, Test Driven Development, XSLT, REST, TIBCO BusinessWorks, TIBCO EMS, JSF, JSTL, YUI, JBoss EAP, Liferay
Education
University of Texas at Tyler
Master of Science (M.S.), Computer Science
Osmania University
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Fidelity Investments December 2013 - Present
TJX June 2013 - November 2013
TBSS May 2011 - May 2013
Argus Health Systems January 2007 - March 2011
Quest Diagnostics August 2005 - January 2007
Sprint July 2000 - March 2005
Skills
Enterprise Data..., Data Strategy, Master Data Management, Data Modeling, Dimensional Modeling, Data Integration, Data Governance, Data Quality, ETL, Data Analysis, Data Profiling, Metadata Management, Erwin, Enterprise Architecture
Education
Osmania University
PG Diploma in Client Server Technology, Client Server Technologies
Osmania University
PG Diploma in Computer Applications, Computer Applications
Osmania University
Bachelor of Science (BS)
Staples June 2008 - Present
Fidelity Investments February 2006 - June 2007
The Hanover Insurance Group July 1999 - February 2006
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Marketing
Merrill Edge July 2011 - Present
Fidelity Investments September 2007 - July 2011
Park Physical Therapy May 2004 - August 2007
Skills
Financial Planning, Financial Services, Banking, Finance, Mutual Funds, Wealth Management, Retirement Planning, Investments, Portfolio Management, Series 7, Retirement, Financial Advisory, Investment Advisory, Equities
Education
Towson University 2000 — 2002
Bachelor of Science (BS), Accounting and Finance
Pace University 1997 — 2000