Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Jay Gupta, PMP® Jay Gupta, PMP®'s Fidelity Investments Experience January 2013 - June 2014
Job VP, IT Program Manager at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
Fidelity Investments January 2013 - June 2014
Fannie Mae November 2010 - December 2012
AIG November 2006 - October 2010
Education
Heriot-Watt University 2010 — 2012
Master of Business Administration (M.B.A.), Strategic Planning
City University of New York-Baruch College 2008 — 2010
Master's Degree, Accountancy
Excelsior College 2003 — 2007
Bachelor’s Degree, Information Systems, Magna Cum Laude
Citi June 2014 - Present
Fidelity Investments January 2013 - June 2014
Fannie Mae November 2010 - December 2012
AIG November 2006 - October 2010
Education
Heriot-Watt University 2010 — 2012
Master of Business Administration (M.B.A.), Strategic Planning
City University of New York-Baruch College 2008 — 2010
Master's Degree, Accountancy
Excelsior College 2003 — 2007
Bachelor’s Degree, Information Systems, Magna Cum Laude
John Avona John Avona's Fidelity Investments Experience March 2015 - Present
Job Credit Risk Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments 2011 - March 2015
Skills
Process Improvement, Financial Services, Vendor Management, Business Analysis, Risk Management, Mutual Funds, Investments, Financial Analysis, Banking, Management, Project Management, Program Management, Relationship Management, Asset Management
Education
Wagner College 2013 — 2015
Executive MBA
City University of New York-Baruch College 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Investments
Fidelity Investments March 2015 - Present
Fidelity Investments 2011 - March 2015
Skills
Process Improvement, Financial Services, Vendor Management, Business Analysis, Risk Management, Mutual Funds, Investments, Financial Analysis, Banking, Management, Project Management, Program Management, Relationship Management, Asset Management
Education
Wagner College 2013 — 2015
Executive MBA
City University of New York-Baruch College 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Investments
Elise Cece Elise Cece's Fidelity Investments Experience November 2014 - Present
Job Central Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Dynasty Advisors, LLC November 2013 - November 2014
Axa Equitable September 2011 - November 2013
Passaic County Prosecutors Office June 2008 - August 2008
Passaic County Prosecutors Office June 2005 - August 2005
Skills
Securities, Asset Management, Mutual Funds, Risk Management, Estate Planning, Financial Advisory, Financial Planning, Investment Advisory, Life Insurance, ETFs, Retirment Planning
Education
Brooklyn Law School 2007 — 2010
Juris Doctor
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
BS, Finance
Wayne hills High School 1998 — 2002
Fidelity Investments November 2014 - Present
Dynasty Advisors, LLC November 2013 - November 2014
Axa Equitable September 2011 - November 2013
Passaic County Prosecutors Office June 2008 - August 2008
Passaic County Prosecutors Office June 2005 - August 2005
Skills
Securities, Asset Management, Mutual Funds, Risk Management, Estate Planning, Financial Advisory, Financial Planning, Investment Advisory, Life Insurance, ETFs, Retirment Planning
Education
Brooklyn Law School 2007 — 2010
Juris Doctor
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
BS, Finance
Wayne hills High School 1998 — 2002
Audrey Chen Audrey Chen's Fidelity Investments Experience August 2005 - February 2009
Job Senior Vice President, Merrill Edge Online Strategy Longterm Investing
Industry Financial Services
Experience
Merrill Lynch August 2010 - Present
Bank of America Merrill Lynch February 2010 - August 2010
Fidelity Investments August 2005 - February 2009
Fidelity Investments March 2001 - September 2005
Deutsche Bank Securities 1997 - 2001
Donaldson Luftkin & Jenrette April 1997 - September 1997
Skills
Product Management, CRM, Program Management, Integrated Marketing, Strategy, Business Development, Competitive Analysis, Cross-functional Team..., Leadership, Management, Product Marketing, Marketing, Financial Services
Education
Bates College
BA, English, History
Merrill Lynch August 2010 - Present
Bank of America Merrill Lynch February 2010 - August 2010
Fidelity Investments August 2005 - February 2009
Fidelity Investments March 2001 - September 2005
Deutsche Bank Securities 1997 - 2001
Donaldson Luftkin & Jenrette April 1997 - September 1997
Skills
Product Management, CRM, Program Management, Integrated Marketing, Strategy, Business Development, Competitive Analysis, Cross-functional Team..., Leadership, Management, Product Marketing, Marketing, Financial Services
Education
Bates College
BA, English, History
Leonard Domingo Leonard Domingo's Fidelity Investments Experience February 2004 - April 2007
Job Business Analyst/Project Manager
Industry Information Technology and Services
Experience
Rising Medical Solutions May 2012 - August 2015
Northern Trust January 2012 - May 2012
Morningstar October 2008 - September 2010
Morningstar June 2007 - October 2008
Fidelity Investments February 2004 - April 2007
Fidelity Investments June 2002 - January 2004
Fidelity Investments October 2000 - June 2002
Skills
Business Analysis, Databases, Business Requirements, Integration, Analysis, Requirements Analysis, Data Analysis, Software Project..., Process Improvement, Visio, Project Management, SQL, SDLC, Requirements Gathering, Quality Assurance, Business Process, SharePoint, Client Services, Communication
Education
Northwestern University 2010 — 2011
MS, Information Systems
Cornell University 1995 — 1999
Bachelor’s Degree, Environmental Science
Bard College 1997 — 1998
International Honors Program
Rising Medical Solutions May 2012 - August 2015
Northern Trust January 2012 - May 2012
Morningstar October 2008 - September 2010
Morningstar June 2007 - October 2008
Fidelity Investments February 2004 - April 2007
Fidelity Investments June 2002 - January 2004
Fidelity Investments October 2000 - June 2002
Skills
Business Analysis, Databases, Business Requirements, Integration, Analysis, Requirements Analysis, Data Analysis, Software Project..., Process Improvement, Visio, Project Management, SQL, SDLC, Requirements Gathering, Quality Assurance, Business Process, SharePoint, Client Services, Communication
Education
Northwestern University 2010 — 2011
MS, Information Systems
Cornell University 1995 — 1999
Bachelor’s Degree, Environmental Science
Bard College 1997 — 1998
International Honors Program
Madhan Sai's Fidelity Investments Experience July 2015 - Present
Job Director Business Process Improvement at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Fidelity Investments June 2013 - July 2015
Fidelity Investments August 2010 - June 2013
Infosys December 2002 - August 2010
Kidstuff - Mudra group September 2000 - March 2002
Standard Chartered Bank October 1999 - August 2000
Citibank India June 1998 - September 1999
Skills
Business Process..., Quality Assurance, Six Sigma, Operational Excellence, Process Management, Process Improvement, Business Analysis, Process Engineering, Business Transformation, Vendor Management, Service Delivery, Outsourcing, BPO, Quality Management, Leadership, Process Excellence, Business Process..., Business Process, Team Management
Education
Indian Statistical Institute 2011 — 2011
MBB Certified, Bangalore
Bangalore University 1998 — 2000
Bachelor of Laws (LLB)
St Joseph's College 1993 — 1998
Bachelor's degree, Economics
Fidelity Investments July 2015 - Present
Fidelity Investments June 2013 - July 2015
Fidelity Investments August 2010 - June 2013
Infosys December 2002 - August 2010
Kidstuff - Mudra group September 2000 - March 2002
Standard Chartered Bank October 1999 - August 2000
Citibank India June 1998 - September 1999
Skills
Business Process..., Quality Assurance, Six Sigma, Operational Excellence, Process Management, Process Improvement, Business Analysis, Process Engineering, Business Transformation, Vendor Management, Service Delivery, Outsourcing, BPO, Quality Management, Leadership, Process Excellence, Business Process..., Business Process, Team Management
Education
Indian Statistical Institute 2011 — 2011
MBB Certified, Bangalore
Bangalore University 1998 — 2000
Bachelor of Laws (LLB)
St Joseph's College 1993 — 1998
Bachelor's degree, Economics
Joff Redfern's Fidelity Investments Experience May 1995 - May 2000
Job VP of Product
Industry Internet
Experience
LinkedIn November 2014 - Present
LinkedIn May 2011 - Present
LinkedIn October 2009 - May 2011
flattenme.com May 2009 - May 2011
Yahoo April 2003 - April 2009
myCFO May 2000 - September 2003
Fidelity Investments May 1995 - May 2000
EDS May 1993 - May 1994
MicroServ May 1990 - May 1993
Skills
Product Management, PHP, Photography, Amazon Web Services..., Mobile Advertising, Product Strategies, Leadership, Mobile Product..., Positioning, New Media, Rapid Prototyping, Mentoring, User Experience, Cow Tipping, School Systems, Storytelling, Hiking, Mobile Devices, Web Analytics, Mobile Applications, Strategic Partnerships, Mobile Internet, Product Development, E-commerce, Cow
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
Bates College
LinkedIn November 2014 - Present
LinkedIn May 2011 - Present
LinkedIn October 2009 - May 2011
flattenme.com May 2009 - May 2011
Yahoo April 2003 - April 2009
myCFO May 2000 - September 2003
Fidelity Investments May 1995 - May 2000
EDS May 1993 - May 1994
MicroServ May 1990 - May 1993
Skills
Product Management, PHP, Photography, Amazon Web Services..., Mobile Advertising, Product Strategies, Leadership, Mobile Product..., Positioning, New Media, Rapid Prototyping, Mentoring, User Experience, Cow Tipping, School Systems, Storytelling, Hiking, Mobile Devices, Web Analytics, Mobile Applications, Strategic Partnerships, Mobile Internet, Product Development, E-commerce, Cow
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
Bates College
Kristina Bakis's Fidelity Investments Experience June 2005 - April 2006
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS November 2014 - Present
UBS Financial Services, Inc March 2013 - November 2014
UBS Financial Services, Inc June 2011 - March 2013
UBS Financial Services INC. April 2006 - June 2011
Fidelity Investments June 2005 - April 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA
Bates College 2001 — 2005
BA, French, Spanish
UBS November 2014 - Present
UBS Financial Services, Inc March 2013 - November 2014
UBS Financial Services, Inc June 2011 - March 2013
UBS Financial Services INC. April 2006 - June 2011
Fidelity Investments June 2005 - April 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA
Bates College 2001 — 2005
BA, French, Spanish
Christine Matthew Christine Matthew's Fidelity Investments Experience April 2013 - Present
Job Account Executive at Fidelity investments
Industry Investment Management
Experience
Fidelity Investments April 2013 - Present
L&S Advisors, Inc. January 2011 - April 2012
L&S Advisors, Inc January 2011 - April 2011
Northern Trust August 2004 - January 2011
Goldman Sachs September 2000 - May 2004
Morgan Stanley Dean Witter January 1999 - January 2000
Merrill Lynch January 1998 - January 1999
Skills
Alternative Investments, Asset Allocation, Asset Managment, Hedge Funds, Wealth Management, Investments, Equities, Portfolio Management, Wealth Management..., Investment Strategies, Investment Advisory, High Net Worth..., Valuation, Private Equity, Trading
Education
University of California, Berkeley
Baruch College 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Bernard Baruch College
Bachelor of Business Administration, Finance
Fidelity Investments April 2013 - Present
L&S Advisors, Inc. January 2011 - April 2012
L&S Advisors, Inc January 2011 - April 2011
Northern Trust August 2004 - January 2011
Goldman Sachs September 2000 - May 2004
Morgan Stanley Dean Witter January 1999 - January 2000
Merrill Lynch January 1998 - January 1999
Skills
Alternative Investments, Asset Allocation, Asset Managment, Hedge Funds, Wealth Management, Investments, Equities, Portfolio Management, Wealth Management..., Investment Strategies, Investment Advisory, High Net Worth..., Valuation, Private Equity, Trading
Education
University of California, Berkeley
Baruch College 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Bernard Baruch College
Bachelor of Business Administration, Finance
Ahsan Yousaf Ahsan Yousaf's Fidelity Investments Experience January 2006 - May 2008
Job Advisor at CVS Caremark Corporation
Industry Financial Services
Experience
CVS Caremark Corporation May 2008 - Present
Fidelity Investments January 2006 - May 2008
The Segal Company April 2000 - November 2005
Towers Perrin January 1999 - April 2000
Skills
Analytics, Analysis, Data Analysis, Business Analysis, Actuarial Science, Employee Benefits, SAS, Financial Analysis, Access, Forecasting, Managed Care, CRM, Management, Health Insurance, Predictive Modeling, Pensions, Mergers & Acquisitions, Pharmacy Benefit..., Business Planning, Strategic Planning, Valuation, Financial Modeling, Risk Management, Insurance, Retirement, Defined Benefit, Salesforce.com, Program Management, Medicare Part D, Data Mining, ERISA, Teradata, SQL, Trend Forecasting, Trend Analysis
Education
Drake University 1997 — 1999
BSBA, Actuarial Science, Corporate Finance
City University of New York-Baruch College - Zicklin School of Business 1996 — 1997
Bachelor of Science (BS), Accounting
LaGuardia Community College
LaGuardia Community College
CVS Caremark Corporation May 2008 - Present
Fidelity Investments January 2006 - May 2008
The Segal Company April 2000 - November 2005
Towers Perrin January 1999 - April 2000
Skills
Analytics, Analysis, Data Analysis, Business Analysis, Actuarial Science, Employee Benefits, SAS, Financial Analysis, Access, Forecasting, Managed Care, CRM, Management, Health Insurance, Predictive Modeling, Pensions, Mergers & Acquisitions, Pharmacy Benefit..., Business Planning, Strategic Planning, Valuation, Financial Modeling, Risk Management, Insurance, Retirement, Defined Benefit, Salesforce.com, Program Management, Medicare Part D, Data Mining, ERISA, Teradata, SQL, Trend Forecasting, Trend Analysis
Education
Drake University 1997 — 1999
BSBA, Actuarial Science, Corporate Finance
City University of New York-Baruch College - Zicklin School of Business 1996 — 1997
Bachelor of Science (BS), Accounting
LaGuardia Community College
LaGuardia Community College
Claudia Roux Claudia Roux's Fidelity Investments Experience January 1987 - January 1988
Job COO NonProfit Management Professional
Industry Nonprofit Organization Management
Experience
Non-Profit Organizations May 2005 - Present
Alpha North America March 2001 - April 2005
Citibank, NA June 1988 - May 1999
Fidelity Investments January 1987 - January 1988
Citibank, NA September 1982 - December 1986
General Foods Corporation (now Kraft Foods) July 1977 - August 1982
Skills
Exceptional People..., Board Relations, Strategic Planning, Marketing Communications, Project Management, Result Oriented, Analytical Skills, Public Speaking, Product Management, Cross-functional Team..., Enthusiastic...
Education
Columbia Business School 1973 — 1975
Master of Business Administration (MBA), Marketing, International Business
Barnard College 1969 — 1973
Bachelor's degree, Economics
Non-Profit Organizations May 2005 - Present
Alpha North America March 2001 - April 2005
Citibank, NA June 1988 - May 1999
Fidelity Investments January 1987 - January 1988
Citibank, NA September 1982 - December 1986
General Foods Corporation (now Kraft Foods) July 1977 - August 1982
Skills
Exceptional People..., Board Relations, Strategic Planning, Marketing Communications, Project Management, Result Oriented, Analytical Skills, Public Speaking, Product Management, Cross-functional Team..., Enthusiastic...
Education
Columbia Business School 1973 — 1975
Master of Business Administration (MBA), Marketing, International Business
Barnard College 1969 — 1973
Bachelor's degree, Economics
Sandy Pan, CPA, MBA Sandy Pan, CPA, MBA's Fidelity Investments Experience May 2011 - February 2012
Job CNR Controller at City National Rochdale
Industry Financial Services
Experience
City National Rochdale February 2015 - Present
ICAP March 2014 - February 2015
ICAP February 2012 - March 2014
Fidelity Investments May 2011 - February 2012
Investment Technology Group, Inc. (ITG) December 2010 - May 2011
ESP Technologies July 2008 - December 2010
Town Sports International March 2006 - July 2008
Catholic Charities, Archdiocese of New York May 2004 - March 2006
Charles B. Wang Community Health Center March 2003 - May 2004
Skills
Financial Analysis, Excel, Accounting, Oracle Financials, Oracle Discoverer, Essbase, Hyperion, Coda, Hyperion Enterprise, Finance, Oracle E-Business Suite, Internal Controls, CPA, Variance Analysis, Fixed Assets, General Ledger, Account Reconciliation, Microsoft Excel, Financial Reporting, Financial Accounting, GAAP, Sarbanes-Oxley Act, Financial Statements, Management, Financial Modeling
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Finance, Taxation
City University of New York-Hunter College
BS, Accounting
City National Rochdale February 2015 - Present
ICAP March 2014 - February 2015
ICAP February 2012 - March 2014
Fidelity Investments May 2011 - February 2012
Investment Technology Group, Inc. (ITG) December 2010 - May 2011
ESP Technologies July 2008 - December 2010
Town Sports International March 2006 - July 2008
Catholic Charities, Archdiocese of New York May 2004 - March 2006
Charles B. Wang Community Health Center March 2003 - May 2004
Skills
Financial Analysis, Excel, Accounting, Oracle Financials, Oracle Discoverer, Essbase, Hyperion, Coda, Hyperion Enterprise, Finance, Oracle E-Business Suite, Internal Controls, CPA, Variance Analysis, Fixed Assets, General Ledger, Account Reconciliation, Microsoft Excel, Financial Reporting, Financial Accounting, GAAP, Sarbanes-Oxley Act, Financial Statements, Management, Financial Modeling
Education
City University of New York-Baruch College - Zicklin School of Business
MBA, Finance, Taxation
City University of New York-Hunter College
BS, Accounting
Jessica Lyn Zall Jessica Lyn Zall's Fidelity Investments Experience August 1999 - August 2004
Job Vice President, Investor Services Marketing, J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Envestnet, Inc December 2011 - May 2013
FundQuest, a BNP Paribas Investment Partner (acquired by Envestnet in December 2011) August 2010 - December 2011
Reval March 2008 - August 2010
Misys July 2007 - March 2008
Fidelity Investments August 1999 - August 2004
Skills
Salesforce.com, Lead Generation, Marketing Strategy, Copywriting, SharePoint, Thought Leadership, HTML, Dreamweaver, SPSS, InDesign, WebEx, Eloqua, Competitive Intelligence, Strategy, Public Speaking, Product Management, Analytics, CRM, Online Advertising, Market Research, Marketing Communications, Social Media, SEO, B2B, Investment Advisory, Economic Research, Competitive Analysis, Derivatives, Alternative Investments, Financial Analysis, Wealth Management, Risk Management, Investment Education, Strategic Financial..., Retirement Planning, Pivot Tables, Product Marketing, Digital Marketing, Market Analysis, Marketing, Advertising, Financial Services, B2B Marketing, Strategic Planning, Management, Product Development, Analysis, Investments, Public Relations
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
Masters, Economic Analysis
University of New Hampshire 1996 — 1998
Bachelor of Arts (BA), Psychology
Bates College 1993 — 1996
Neurobiology and Behavior
J.P. Morgan May 2013 - Present
Envestnet, Inc December 2011 - May 2013
FundQuest, a BNP Paribas Investment Partner (acquired by Envestnet in December 2011) August 2010 - December 2011
Reval March 2008 - August 2010
Misys July 2007 - March 2008
Fidelity Investments August 1999 - August 2004
Skills
Salesforce.com, Lead Generation, Marketing Strategy, Copywriting, SharePoint, Thought Leadership, HTML, Dreamweaver, SPSS, InDesign, WebEx, Eloqua, Competitive Intelligence, Strategy, Public Speaking, Product Management, Analytics, CRM, Online Advertising, Market Research, Marketing Communications, Social Media, SEO, B2B, Investment Advisory, Economic Research, Competitive Analysis, Derivatives, Alternative Investments, Financial Analysis, Wealth Management, Risk Management, Investment Education, Strategic Financial..., Retirement Planning, Pivot Tables, Product Marketing, Digital Marketing, Market Analysis, Marketing, Advertising, Financial Services, B2B Marketing, Strategic Planning, Management, Product Development, Analysis, Investments, Public Relations
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
Masters, Economic Analysis
University of New Hampshire 1996 — 1998
Bachelor of Arts (BA), Psychology
Bates College 1993 — 1996
Neurobiology and Behavior
Paige Neumann's Fidelity Investments Experience June 2013 - August 2013
Job Research and Instruction Librarian at WPI
Industry Libraries
Experience
Worcester Polytechnic Institute June 2015 - Present
Emmanuel College September 2014 - May 2015
Curry College September 2014 - May 2015
Tufts University September 2013 - September 2014
Pine Manor College Library August 2013 - August 2014
Fidelity Investments June 2013 - August 2013
Social Law Library September 2012 - May 2013
Old North Church May 2012 - October 2012
Teaching Assistant Program in France USA October 2011 - May 2012
Barnard College September 2007 - August 2011
Skills
Library Reference, LibGuides, History, Teaching, Tutoring, French, Research, Microsoft Office, Millenium, Sierra, Loose Leaf Filing, HTML, CSS, Basic PHP, Customer Service, Database Searching, Voyager, EOS, Copy Cataloging, SharePoint, Jing, Chat Reference, LibAnswers, LibChat
Education
Simmons College 2012 — 2014
Master of Science (M.S.), Library and Information Science, GPA: 3.98
Barnard College 2007 — 2011
Bachelor of Arts (BA), Major: History, Minor: French, GPA: 3.81 (cum laude)
Worcester Polytechnic Institute June 2015 - Present
Emmanuel College September 2014 - May 2015
Curry College September 2014 - May 2015
Tufts University September 2013 - September 2014
Pine Manor College Library August 2013 - August 2014
Fidelity Investments June 2013 - August 2013
Social Law Library September 2012 - May 2013
Old North Church May 2012 - October 2012
Teaching Assistant Program in France USA October 2011 - May 2012
Barnard College September 2007 - August 2011
Skills
Library Reference, LibGuides, History, Teaching, Tutoring, French, Research, Microsoft Office, Millenium, Sierra, Loose Leaf Filing, HTML, CSS, Basic PHP, Customer Service, Database Searching, Voyager, EOS, Copy Cataloging, SharePoint, Jing, Chat Reference, LibAnswers, LibChat
Education
Simmons College 2012 — 2014
Master of Science (M.S.), Library and Information Science, GPA: 3.98
Barnard College 2007 — 2011
Bachelor of Arts (BA), Major: History, Minor: French, GPA: 3.81 (cum laude)
Christopher Whitlock's Fidelity Investments Experience February 2001 - Present
Job VP Creative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2001 - Present
Education
Massachusetts College of Art and Design 1974 — 1976
Bachelor of Fine Arts (B.F.A.), Illustration
Bard College at Simon's Rock 1972 — 1974
AA, Fine Art
Fidelity Investments February 2001 - Present
Education
Massachusetts College of Art and Design 1974 — 1976
Bachelor of Fine Arts (B.F.A.), Illustration
Bard College at Simon's Rock 1972 — 1974
AA, Fine Art
Vincenza Leone Vincenza Leone's Fidelity Investments Experience October 2005 - October 2006
Job Looking to get back to the workforce working with banks and Investors Securities
Industry Banking
Experience
Sunny Days Sunshine center inc. March 2014 - Present
UBS Financial Services Inc. October 2006 - September 2007
Fidelity Investments, October 2005 - October 2006
Bank Of New York, Brooklyn, NY January 2005 - October 2005
Wachovia Securities /Prudential Securities, December 1999 - December 2004
Skills
Outlook, English, Windows, Microsoft Word, Customer Service, Microsoft Excel, Research, PowerPoint, Microsoft Office, Teaching, Financial Services, Equities, Bloomberg, Risk Management, Business Analysis, Securities, Banking, Fixed Income, Asset Management, Finance, Process Improvement, Public Speaking
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree
Kingsborough Community College
Associate's Degree, Business Administration and Management, General
Sunny Days Sunshine center inc. March 2014 - Present
UBS Financial Services Inc. October 2006 - September 2007
Fidelity Investments, October 2005 - October 2006
Bank Of New York, Brooklyn, NY January 2005 - October 2005
Wachovia Securities /Prudential Securities, December 1999 - December 2004
Skills
Outlook, English, Windows, Microsoft Word, Customer Service, Microsoft Excel, Research, PowerPoint, Microsoft Office, Teaching, Financial Services, Equities, Bloomberg, Risk Management, Business Analysis, Securities, Banking, Fixed Income, Asset Management, Finance, Process Improvement, Public Speaking
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree
Kingsborough Community College
Associate's Degree, Business Administration and Management, General
Joseph Lapre Joseph Lapre's Fidelity Investments Experience July 2006 - November 2007
Job Private Equity Administration
Industry Accounting
Experience
HedgeServ March 2015 - Present
Conifer Financial Services (formerly Vastardis Capital Services) February 2014 - February 2015
J.P. Morgan June 2012 - January 2014
Societe Generale March 2011 - December 2011
State Street January 2008 - December 2010
Fidelity Investments July 2006 - November 2007
Rhode Island Department of Education 2004 - 2006
Skills
Geneva 9.0, Investran, Accounting, Project Support, Excel Pivot, Macro, Vlookup, Analysis, Leadership, Microsoft Excel, Access, Equities, Risk Management, Data Analysis, Public Speaking, Bloomberg, Process Optimization, Client Liaison, SunGard, Advent, Report Wizard
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Certificate - Accounting Principles, Accounting
St. Joseph's College 2003 — 2006
Bachelor's Degree, English, Secondary Education
Community College of Rhode Island 2001 — 2003
English
Borough of Manhattan Community College
Certificate, Accounting
HedgeServ March 2015 - Present
Conifer Financial Services (formerly Vastardis Capital Services) February 2014 - February 2015
J.P. Morgan June 2012 - January 2014
Societe Generale March 2011 - December 2011
State Street January 2008 - December 2010
Fidelity Investments July 2006 - November 2007
Rhode Island Department of Education 2004 - 2006
Skills
Geneva 9.0, Investran, Accounting, Project Support, Excel Pivot, Macro, Vlookup, Analysis, Leadership, Microsoft Excel, Access, Equities, Risk Management, Data Analysis, Public Speaking, Bloomberg, Process Optimization, Client Liaison, SunGard, Advent, Report Wizard
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Certificate - Accounting Principles, Accounting
St. Joseph's College 2003 — 2006
Bachelor's Degree, English, Secondary Education
Community College of Rhode Island 2001 — 2003
English
Borough of Manhattan Community College
Certificate, Accounting
Philip Bellino Philip Bellino's Fidelity Investments Experience October 2008 - January 2015
Job Director of Finance, St. Joseph by the Sea High School
Industry Education Management
Experience
St. Joseph by the Sea High School March 2015 - Present
Fidelity Investments October 2008 - January 2015
Schonfeld Securities July 2006 - October 2008
Skills
Equities, Securities, Leadership, Bloomberg, Microsoft Office, Trading, Hedge Funds, Financial Analysis, Series 63, Accounting, Banking, Fixed Income
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
MBA, Accounting and Taxation, 3.40
Villanova University 2002 — 2006
BS, Finance and International Business
St. Joseph by the Sea High School March 2015 - Present
Fidelity Investments October 2008 - January 2015
Schonfeld Securities July 2006 - October 2008
Skills
Equities, Securities, Leadership, Bloomberg, Microsoft Office, Trading, Hedge Funds, Financial Analysis, Series 63, Accounting, Banking, Fixed Income
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
MBA, Accounting and Taxation, 3.40
Villanova University 2002 — 2006
BS, Finance and International Business
Nicholas Stacey Nicholas Stacey's Fidelity Investments Experience January 2014 - Present
Job Currently employed by Fidelity.
Industry Security and Investigations
Experience
Fidelity Investments January 2014 - Present
Priority 1 Insulation September 2013 - January 2014
US Army August 2012 - August 2013
US Army January 2012 - August 2012
US Army October 2010 - January 2012
AC Electric March 2010 - September 2010
Skills
Organization, Maintenance & Repair, Maintaining A Positive..., Close Attention to..., Following Instructions, Supervisory Skills, Public Speaking, Strategic Planning, Customer Service, Microsoft Office, Microsoft Excel
Education
Barstow Community College 2012 — 2013
University of Maryland University College 2011 — 2012
Fidelity Investments January 2014 - Present
Priority 1 Insulation September 2013 - January 2014
US Army August 2012 - August 2013
US Army January 2012 - August 2012
US Army October 2010 - January 2012
AC Electric March 2010 - September 2010
Skills
Organization, Maintenance & Repair, Maintaining A Positive..., Close Attention to..., Following Instructions, Supervisory Skills, Public Speaking, Strategic Planning, Customer Service, Microsoft Office, Microsoft Excel
Education
Barstow Community College 2012 — 2013
University of Maryland University College 2011 — 2012
Ardit Xholi's Fidelity Investments Experience July 2013 - March 2015
Job Operations Specialist Corporate Actions at Fidelity Investments
Industry Financial Services
Experience
BNP Paribas March 2015 - Present
Fidelity Investments July 2013 - March 2015
Fidelity Investments March 2012 - July 2013
Bloomberg LP December 2009 - July 2010
Skills
Operations Research, Cost Basis Reporting, 1099 Preparation, Accounting, Bloomberg, Global Custody
Education
Baruch College 2004 — 2007
Bachelor of Business Administration (BBA), Finance & Investments
BNP Paribas March 2015 - Present
Fidelity Investments July 2013 - March 2015
Fidelity Investments March 2012 - July 2013
Bloomberg LP December 2009 - July 2010
Skills
Operations Research, Cost Basis Reporting, 1099 Preparation, Accounting, Bloomberg, Global Custody
Education
Baruch College 2004 — 2007
Bachelor of Business Administration (BBA), Finance & Investments
Vinay Rudrappa's Fidelity Investments Experience July 2015 - Present
Job Director DevOps, Automation and Application Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2015 - Present
QBE Insurance May 2013 - July 2015
QBE North America March 2009 - April 2013
QBE North America May 2006 - February 2009
Albertsons (Wipro Technologies) November 2005 - May 2006
Cartus (Perot Systems - Dell) January 2004 - November 2005
Perot Systems - Dell April 2002 - January 2004
Perot Systems - Dell December 2001 - April 2002
Perot Systems - Dell December 2000 - December 2001
Skills
Agile Methodologies, Enterprise Architecture, DevOps, PaaS, Chef, Cloud Computing IaaS, Windows Azure, Amazon Web Services..., IaaS, Scrum, IIS, DB2, VBScript, Software Project..., .NET, Release Management, Software Configuration..., Powershell, Visual Studio, ETL, Continuous Integration, Continuous Delivery, Resource Management, Configuration Management, VB.NET, TFS, CruiseControl, MSBuild, NAnt, WCF, Ant, Subversion, VSS, Websphere, Tomcat, Java, JavaScript, Management, IBM Rational Tools, Eclipse, Quality Center, QTP, LoadRunner, Jenkins, Hudson, Artifactory, Netscaler, HP Business..., SiteScope, Guidewire
Education
Bangalore University 1996 — 2000
Bachelor’s Degree, Computer Science and Engineering
Fidelity Investments July 2015 - Present
QBE Insurance May 2013 - July 2015
QBE North America March 2009 - April 2013
QBE North America May 2006 - February 2009
Albertsons (Wipro Technologies) November 2005 - May 2006
Cartus (Perot Systems - Dell) January 2004 - November 2005
Perot Systems - Dell April 2002 - January 2004
Perot Systems - Dell December 2001 - April 2002
Perot Systems - Dell December 2000 - December 2001
Skills
Agile Methodologies, Enterprise Architecture, DevOps, PaaS, Chef, Cloud Computing IaaS, Windows Azure, Amazon Web Services..., IaaS, Scrum, IIS, DB2, VBScript, Software Project..., .NET, Release Management, Software Configuration..., Powershell, Visual Studio, ETL, Continuous Integration, Continuous Delivery, Resource Management, Configuration Management, VB.NET, TFS, CruiseControl, MSBuild, NAnt, WCF, Ant, Subversion, VSS, Websphere, Tomcat, Java, JavaScript, Management, IBM Rational Tools, Eclipse, Quality Center, QTP, LoadRunner, Jenkins, Hudson, Artifactory, Netscaler, HP Business..., SiteScope, Guidewire
Education
Bangalore University 1996 — 2000
Bachelor’s Degree, Computer Science and Engineering
Madhavi Devireddy Madhavi Devireddy's Fidelity Investments Experience April 2001 - Present
Job PRINCIPAL SOFTWARE ENGINEER at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2001 - Present
Fidelity Investments/FMR Co Systems 2001 - Present
Skills
Agile Methodologies, Requirements Analysis, Oracle, BI Publisher, Databases, ClearCase, Eclipse, Agile Project Management, Requirements Gathering, PL/SQL, Software Development, OBIEE, Business Intelligence, SDLC, Software Project..., Web Services, Project Management, Business Analysis
Education
Boston University 2001 — 2003
MS, Computer Science
Bangalore University 1992 — 1996
BS, Computer Science
Fidelity Investments April 2001 - Present
Fidelity Investments/FMR Co Systems 2001 - Present
Skills
Agile Methodologies, Requirements Analysis, Oracle, BI Publisher, Databases, ClearCase, Eclipse, Agile Project Management, Requirements Gathering, PL/SQL, Software Development, OBIEE, Business Intelligence, SDLC, Software Project..., Web Services, Project Management, Business Analysis
Education
Boston University 2001 — 2003
MS, Computer Science
Bangalore University 1992 — 1996
BS, Computer Science
Suma Venkatsubbaiah Suma Venkatsubbaiah's Fidelity Investments Experience July 2006 - October 2010
Job Sr quality assurance professional
Industry Information Technology and Services
Experience
DIRECTV July 2012 - Present
Verint February 2011 - May 2012
Fidelity Investments July 2006 - October 2010
NTT Data corp ( formerly known as Keane inc) 2003 - 2006
Skills
Test Planning, Integration Testing, Testing, Requirements Analysis, Quality Assurance, CMMI 5 estimation &..., Agile-Scrum, Internationalization..., Hp-Quality center, Rally, CSTE, Defect Tracking, RCA, VMWare, Virtual Server, Metrics, Scrum, Manual Testing, Regression Testing, User Acceptance Testing, Agile Methodologies, SDLC, Integration
Education
Bangalore University 1997 — 2001
BE, Telecommunications
VVS 1993 — 1995
DIRECTV July 2012 - Present
Verint February 2011 - May 2012
Fidelity Investments July 2006 - October 2010
NTT Data corp ( formerly known as Keane inc) 2003 - 2006
Skills
Test Planning, Integration Testing, Testing, Requirements Analysis, Quality Assurance, CMMI 5 estimation &..., Agile-Scrum, Internationalization..., Hp-Quality center, Rally, CSTE, Defect Tracking, RCA, VMWare, Virtual Server, Metrics, Scrum, Manual Testing, Regression Testing, User Acceptance Testing, Agile Methodologies, SDLC, Integration
Education
Bangalore University 1997 — 2001
BE, Telecommunications
VVS 1993 — 1995
Leslie Solmonson Leslie Solmonson's Fidelity Investments Experience November 2011 - Present
Job V.P., Senior Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Morgan Stanley June 2010 - November 2011
Neuberger Berman October 2003 - February 2010
Bear Stearns 1983 - 2003
Education
Barnard College
B.A.
Brooklyn Law School
J.D.
Fidelity Investments November 2011 - Present
Morgan Stanley June 2010 - November 2011
Neuberger Berman October 2003 - February 2010
Bear Stearns 1983 - 2003
Education
Barnard College
B.A.
Brooklyn Law School
J.D.
Manny Huda Manny Huda's Fidelity Investments Experience January 2004 - October 2010
Job Senior Software Engineer
Industry Financial Services
Experience
FCHP 2011 - 2012
Fidelity Investments January 2004 - October 2010
Fidelity September 1999 - January 2010
Autologic Information International December 1997 - September 1999
The Palmer Group January 1997 - November 1997
Skills
Unix
Education
Bard College
Bachelor of Arts, Physics
University of Massachusetts Boston
Computer Science
FCHP 2011 - 2012
Fidelity Investments January 2004 - October 2010
Fidelity September 1999 - January 2010
Autologic Information International December 1997 - September 1999
The Palmer Group January 1997 - November 1997
Skills
Unix
Education
Bard College
Bachelor of Arts, Physics
University of Massachusetts Boston
Computer Science
Guy Pitchadze, MBA Guy Pitchadze, MBA's Fidelity Investments Experience August 2007 - August 2008
Job Client Manager at Morningstar
Industry Financial Services
Experience
Morningstar May 2015 - Present
SuperDerivatives June 2010 - November 2014
FundConnect October 2008 - October 2009
Fidelity Investments August 2007 - August 2008
Skills
Derivatives, FX, Equities, Analysis, Customer Relations, Options, Mutual Funds, FX Options, Customer Service, Investments, Salesforce.com, Microsoft Excel, Financial Risk, Management, Financial Services, Financial Markets, Mergers & Acquisitions, Finance, Bloomberg
Education
Bar-Ilan University 2011 — 2013
International MBA
York University 2002 — 2006
Bachelor of Arts (B.A.)
Morningstar May 2015 - Present
SuperDerivatives June 2010 - November 2014
FundConnect October 2008 - October 2009
Fidelity Investments August 2007 - August 2008
Skills
Derivatives, FX, Equities, Analysis, Customer Relations, Options, Mutual Funds, FX Options, Customer Service, Investments, Salesforce.com, Microsoft Excel, Financial Risk, Management, Financial Services, Financial Markets, Mergers & Acquisitions, Finance, Bloomberg
Education
Bar-Ilan University 2011 — 2013
International MBA
York University 2002 — 2006
Bachelor of Arts (B.A.)
Lindsey Chehreh Lindsey Chehreh's Fidelity Investments Experience November 2014 - March 2015
Job Sales Management Trainee at Enterprise
Industry Human Resources
Experience
Enterprise Rent-A-Car June 2015 - Present
Clarkston Consulting April 2015 - May 2015
Fidelity Investments November 2014 - March 2015
Fidelity Investments July 2014 - October 2014
Barton College September 2013 - January 2014
Bell and Howell May 2013 - August 2013
Bridgestone Firestone August 2012 - April 2013
Bell and Howell June 2012 - August 2012
A.E. Finley YMCA May 2011 - July 2012
Sherrill's Dry Cleaners June 2007 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Prezi, Time Management, Teamwork, Customer Service, Onboarding, Hiring Practices, FMLA, Human Resources
Education
Barton College 2010 — 2014
Bachelor of Science in Business Management, Bachelor of Science in Human Resource Management
Enterprise Rent-A-Car June 2015 - Present
Clarkston Consulting April 2015 - May 2015
Fidelity Investments November 2014 - March 2015
Fidelity Investments July 2014 - October 2014
Barton College September 2013 - January 2014
Bell and Howell May 2013 - August 2013
Bridgestone Firestone August 2012 - April 2013
Bell and Howell June 2012 - August 2012
A.E. Finley YMCA May 2011 - July 2012
Sherrill's Dry Cleaners June 2007 - August 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Prezi, Time Management, Teamwork, Customer Service, Onboarding, Hiring Practices, FMLA, Human Resources
Education
Barton College 2010 — 2014
Bachelor of Science in Business Management, Bachelor of Science in Human Resource Management
Chris LeGoff Chris LeGoff's Fidelity Investments Experience March 1999 - August 2004
Job Senior Account Manager at King Fish Media
Industry Marketing and Advertising
Experience
King Fish Media September 2014 - March 2015
Light Positive April 2010 - May 2011
Self-Employed December 2006 - April 2010
Fidelity Investments March 1999 - August 2004
Epsilon March 1997 - March 1999
Skills
Project Management, Vendor Management, Analytics, Email Marketing, Business Analysis, Marketing, Budgets, Social Media Marketing, Advertising, Client Services, Direct Mail, Facebook, Management, Highly detail oriented, Schedules, Communication, Superior Client Service, Process Scheduler, Budget Reconciliation, Blogging, Print Production, Content Management, Copy Editing, Digital Printing, CRM, Direct Marketing
Education
The New England School of Art & Design 2004 — 2006
Certificate in Decorative Arts
Bard College
BA
King Fish Media September 2014 - March 2015
Light Positive April 2010 - May 2011
Self-Employed December 2006 - April 2010
Fidelity Investments March 1999 - August 2004
Epsilon March 1997 - March 1999
Skills
Project Management, Vendor Management, Analytics, Email Marketing, Business Analysis, Marketing, Budgets, Social Media Marketing, Advertising, Client Services, Direct Mail, Facebook, Management, Highly detail oriented, Schedules, Communication, Superior Client Service, Process Scheduler, Budget Reconciliation, Blogging, Print Production, Content Management, Copy Editing, Digital Printing, CRM, Direct Marketing
Education
The New England School of Art & Design 2004 — 2006
Certificate in Decorative Arts
Bard College
BA
Nancy Rice Chislak Nancy Rice Chislak's Fidelity Investments Experience October 1994 - December 2004
Job Retired
Industry Arts and Crafts
Experience
Northeastern University Marine Science Center February 2013 - November 2014
Needham Free Public Library January 2011 - October 2012
Self Employeed April 2008 - July 2012
MDVIP December 2008 - February 2010
Teavana February 2007 - April 2008
Fidelity Investments October 1994 - December 2004
Assurant 1986 - 1992
Skills
Strategic Planning, Project Management, Change Management, Social Media, Leadership, Customer Service, Cross-functional Team..., Sales, Marketing, Team Building, Management, PowerPoint, Public Speaking, Program Management, Marketing Strategy, Healthcare, Public Relations, Event Planning, Research, Microsoft Office, Vendor Management, Software Documentation, Training, Business Analysis, Employee Training, Time Management, Microsoft Excel, Data Analysis
Education
Boston University - School of Management 2001 — 2003
MBA, Business Administration and Management, General
Barry University 1987 — 1990
BPS, Professional Studies
Northeastern University Marine Science Center February 2013 - November 2014
Needham Free Public Library January 2011 - October 2012
Self Employeed April 2008 - July 2012
MDVIP December 2008 - February 2010
Teavana February 2007 - April 2008
Fidelity Investments October 1994 - December 2004
Assurant 1986 - 1992
Skills
Strategic Planning, Project Management, Change Management, Social Media, Leadership, Customer Service, Cross-functional Team..., Sales, Marketing, Team Building, Management, PowerPoint, Public Speaking, Program Management, Marketing Strategy, Healthcare, Public Relations, Event Planning, Research, Microsoft Office, Vendor Management, Software Documentation, Training, Business Analysis, Employee Training, Time Management, Microsoft Excel, Data Analysis
Education
Boston University - School of Management 2001 — 2003
MBA, Business Administration and Management, General
Barry University 1987 — 1990
BPS, Professional Studies
Lisa Moltisanti-Innocenti Lisa Moltisanti-Innocenti's Fidelity Investments Experience October 2008 - July 2011
Job Brokerage Operations Analyst at Fidelity National Financial
Industry Financial Services
Experience
Fidelity National Financial July 2011 - Present
Fidelity Investments, LLC July 2011 - Present
Fidelity Investments October 2008 - July 2011
The Guardian Life Insurance Company of America October 2007 - October 2008
Guardian Life Insurance Company October 2007 - October 2008
AIGRoyal Alliance September 2005 - October 2007
Fred Alger & Company November 2000 - November 2004
Fred Alger Management 2000 - 2004
U.S. Clearing/Fleet Securities March 1998 - November 2000
Quick & Reilly 1998 - 2000
Skills
Call Center, Process Improvement, Customer Support, Securities, Vendor Management, Mutual Funds, Retirement, Management, Call Centers, Accounting, Options, Financial Services
Education
St. Francis College 1993 — 1994
Business
Baruch College 1992 — 1993
Business Management
Baruch College
St. Francis College
Fidelity National Financial July 2011 - Present
Fidelity Investments, LLC July 2011 - Present
Fidelity Investments October 2008 - July 2011
The Guardian Life Insurance Company of America October 2007 - October 2008
Guardian Life Insurance Company October 2007 - October 2008
AIGRoyal Alliance September 2005 - October 2007
Fred Alger & Company November 2000 - November 2004
Fred Alger Management 2000 - 2004
U.S. Clearing/Fleet Securities March 1998 - November 2000
Quick & Reilly 1998 - 2000
Skills
Call Center, Process Improvement, Customer Support, Securities, Vendor Management, Mutual Funds, Retirement, Management, Call Centers, Accounting, Options, Financial Services
Education
St. Francis College 1993 — 1994
Business
Baruch College 1992 — 1993
Business Management
Baruch College
St. Francis College
Steven Lefkowitz Steven Lefkowitz's Fidelity Investments Experience November 2009 - January 2010
Job
Industry Information Technology and Services
Experience
Partners HealthCare July 2013 - Present
Sierra Vista Group June 2010 - July 2013
Meradia Group, Inc. February 2010 - May 2010
Fidelity Investments November 2009 - January 2010
Bank of America May 2003 - February 2009
Bank of America January 2008 - January 2009
Bank of America January 2007 - December 2007
Bank of America January 2006 - December 2006
Bank of America January 2005 - November 2005
Fleet Bank May 2003 - December 2004
Skills
Performance Management, Business Process Design, Workshop Facilitation, SDLC, Project Portfolio..., Vendor Management, Process Improvement, Program Management, Change Management, Requirements Analysis, IT Strategy, Requirements Gathering, Software Project..., Agile Methodologies, Enterprise Architecture, Management, Software Development, Project Management, Cross-functional Team..., CRM, Visio, Risk Management, Software Documentation, Strategy, Resource Management, Six Sigma, Business Analysis, Integration, Leadership, Consulting, Enterprise Software, Financial Services
Education
City University of New York-Baruch College
Partners HealthCare July 2013 - Present
Sierra Vista Group June 2010 - July 2013
Meradia Group, Inc. February 2010 - May 2010
Fidelity Investments November 2009 - January 2010
Bank of America May 2003 - February 2009
Bank of America January 2008 - January 2009
Bank of America January 2007 - December 2007
Bank of America January 2006 - December 2006
Bank of America January 2005 - November 2005
Fleet Bank May 2003 - December 2004
Skills
Performance Management, Business Process Design, Workshop Facilitation, SDLC, Project Portfolio..., Vendor Management, Process Improvement, Program Management, Change Management, Requirements Analysis, IT Strategy, Requirements Gathering, Software Project..., Agile Methodologies, Enterprise Architecture, Management, Software Development, Project Management, Cross-functional Team..., CRM, Visio, Risk Management, Software Documentation, Strategy, Resource Management, Six Sigma, Business Analysis, Integration, Leadership, Consulting, Enterprise Software, Financial Services
Education
City University of New York-Baruch College
Jennifer Tice Jennifer Tice's Fidelity Investments Experience 2005 - March 2013
Job Managing Director, Talent Development Enterprise Programs
Industry Financial Services
Experience
State Street August 2015 - Present
inVentiv Health October 2013 - July 2015
Fidelity Investments 2005 - March 2013
Demos Solutions 1998 - 2005
The Research Foundation for SUNY 1996 - 1997
Tice Consulting 1991 - 1996
Skills
Relationship Management, Vendor Management, Process Improvement, Change Management, Project Management, Program Management, Talent Management, Performance Management, Leadership Development, Performance Consulting, Workshop Facilitation, Strategic Planning, Financial Services, Strategy, Mutual Funds, Organizational..., Instructional Design, Organizational..., Performance Improvement, Management, Leadership, Employee Training, Management Consulting, Business Process, Needs Analysis, Employee Engagement, Succession Planning, Executive Coaching, Organizational Design, Onboarding, 360 Feedback, Learning Management, Training Delivery
Education
Bard College
BA, Sociology
State University of New York at Albany
PhD, Sociology, Public Administration
State Street August 2015 - Present
inVentiv Health October 2013 - July 2015
Fidelity Investments 2005 - March 2013
Demos Solutions 1998 - 2005
The Research Foundation for SUNY 1996 - 1997
Tice Consulting 1991 - 1996
Skills
Relationship Management, Vendor Management, Process Improvement, Change Management, Project Management, Program Management, Talent Management, Performance Management, Leadership Development, Performance Consulting, Workshop Facilitation, Strategic Planning, Financial Services, Strategy, Mutual Funds, Organizational..., Instructional Design, Organizational..., Performance Improvement, Management, Leadership, Employee Training, Management Consulting, Business Process, Needs Analysis, Employee Engagement, Succession Planning, Executive Coaching, Organizational Design, Onboarding, 360 Feedback, Learning Management, Training Delivery
Education
Bard College
BA, Sociology
State University of New York at Albany
PhD, Sociology, Public Administration
Jubin Kwon Jubin Kwon's Fidelity Investments Experience December 2005 - August 2006
Job Director of Marketing and Analysis at Montclair State University
Industry Higher Education
Experience
Montclair State University November 2014 - Present
University of Maine September 2012 - November 2014
Baruch College October 2009 - September 2012
Added Value May 2008 - October 2009
Harvard University August 2006 - May 2008
Fidelity Investments December 2005 - August 2006
Fidelity Investments July 2005 - November 2005
Hamilton College August 2001 - May 2005
Skills
Higher Education..., Segmentation, Admissions, Social Media, Online Marketing, Web 2.0, Concept Generation, Market Research, Qualitative Research, Analytics, Data Analysis, Strategic Planning, Focus Groups, Public Speaking, Marketing Research, Marketing Strategy, PowerPoint, Digital Marketing, Consumer Insights, Social Networking, Excel, Marketing Communications, Writing, Business Strategy, Event Planning, Social Media Marketing, Advertising, Entrepreneur, Digital Strategy, Marketing, Blogging, Higher Education..., Team Leadership, Microsoft Excel, Entrepreneurship
Education
University of Maine 2013 — 2014
Master of Business Administration (M.B.A.)
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MBA
Hamilton College 2001 — 2005
B.A.
BB&N 1997 — 2001
High School Diploma
Montclair State University November 2014 - Present
University of Maine September 2012 - November 2014
Baruch College October 2009 - September 2012
Added Value May 2008 - October 2009
Harvard University August 2006 - May 2008
Fidelity Investments December 2005 - August 2006
Fidelity Investments July 2005 - November 2005
Hamilton College August 2001 - May 2005
Skills
Higher Education..., Segmentation, Admissions, Social Media, Online Marketing, Web 2.0, Concept Generation, Market Research, Qualitative Research, Analytics, Data Analysis, Strategic Planning, Focus Groups, Public Speaking, Marketing Research, Marketing Strategy, PowerPoint, Digital Marketing, Consumer Insights, Social Networking, Excel, Marketing Communications, Writing, Business Strategy, Event Planning, Social Media Marketing, Advertising, Entrepreneur, Digital Strategy, Marketing, Blogging, Higher Education..., Team Leadership, Microsoft Excel, Entrepreneurship
Education
University of Maine 2013 — 2014
Master of Business Administration (M.B.A.)
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MBA
Hamilton College 2001 — 2005
B.A.
BB&N 1997 — 2001
High School Diploma
Todd Richardson Todd Richardson's Fidelity Investments Experience September 2015 - Present
Job Director of Quality Assurance
Industry Information Technology and Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments March 2009 - September 2015
Fidelity Investments October 2006 - July 2009
Fidelity Investments April 2005 - October 2006
Cooper Aerobics March 2001 - April 2005
Cooper Aerobics January 2000 - March 2001
Cooper Aerobics January 1999 - January 2000
Skills
Public Speaking, Leadership Development, Process Improvement, Team Building, Coaching, Leadership, Team Leadership, Business Analysis, Vendor Management, Program Management, Requirements Analysis, SDLC, Management, Business Process..., Strategy, Risk Management, Analysis
Education
University of Texas at Dallas - Naveen Jindal School of Management 2000 — 2002
Masters of Science, Management and Administrative Sciences
Barry University 1994 — 1998
Bachelors of Science, Exercise Physiology
Jesuit High School
North Lake College
Fidelity Investments September 2015 - Present
Fidelity Investments March 2009 - September 2015
Fidelity Investments October 2006 - July 2009
Fidelity Investments April 2005 - October 2006
Cooper Aerobics March 2001 - April 2005
Cooper Aerobics January 2000 - March 2001
Cooper Aerobics January 1999 - January 2000
Skills
Public Speaking, Leadership Development, Process Improvement, Team Building, Coaching, Leadership, Team Leadership, Business Analysis, Vendor Management, Program Management, Requirements Analysis, SDLC, Management, Business Process..., Strategy, Risk Management, Analysis
Education
University of Texas at Dallas - Naveen Jindal School of Management 2000 — 2002
Masters of Science, Management and Administrative Sciences
Barry University 1994 — 1998
Bachelors of Science, Exercise Physiology
Jesuit High School
North Lake College
Deepak (Dee) Narwani, CFA's Fidelity Investments Experience September 2004 - August 2005
Job Vice President at Fairwood Capital
Industry Real Estate
Experience
Fairwood Capital November 2014 - Present
Highgate Hotels October 2012 - November 2014
Best Western Premier Petion-Ville, Haiti May 2011 - October 2012
FelCor Lodging Trust May 2008 - June 2011
The Schonbraun McCann Group December 2007 - January 2008
Swissotel: The Drake December 2005 - June 2006
Fidelity Investments September 2004 - August 2005
TD Bank USA (fka Commerce Bank) June 2003 - September 2004
Skills
Financial Modeling, Financial Analysis, Forecasting, Microsoft Excel, Budget, Microsoft Office, Research, Real Estate Development, Real Estate Transactions, International Real..., Corporate Real Estate, Hotel Asset Management, Budgets, Finance, Management, Due Diligence, Analysis, Leadership, Asset Management, Valuation, Hospitality
Education
Cornell University 2007 — 2008
MMH, Real Estate Finance
Baruch College, City University of New York (CUNY) 2003 — 2006
BBA, Entrepreneurship Management
Brooklyn Technical High School 1999 — 2003
HS Diploma, Computer Science
Fairwood Capital November 2014 - Present
Highgate Hotels October 2012 - November 2014
Best Western Premier Petion-Ville, Haiti May 2011 - October 2012
FelCor Lodging Trust May 2008 - June 2011
The Schonbraun McCann Group December 2007 - January 2008
Swissotel: The Drake December 2005 - June 2006
Fidelity Investments September 2004 - August 2005
TD Bank USA (fka Commerce Bank) June 2003 - September 2004
Skills
Financial Modeling, Financial Analysis, Forecasting, Microsoft Excel, Budget, Microsoft Office, Research, Real Estate Development, Real Estate Transactions, International Real..., Corporate Real Estate, Hotel Asset Management, Budgets, Finance, Management, Due Diligence, Analysis, Leadership, Asset Management, Valuation, Hospitality
Education
Cornell University 2007 — 2008
MMH, Real Estate Finance
Baruch College, City University of New York (CUNY) 2003 — 2006
BBA, Entrepreneurship Management
Brooklyn Technical High School 1999 — 2003
HS Diploma, Computer Science
Rayna Lesser Hannaway, CFA's Fidelity Investments Experience January 2009 - Present
Job Portfolio Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2009 - Present
Fidelity Investments February 2005 - December 2008
Jennison Associates January 2001 - December 2004
Lord Abbett August 1996 - December 2000
Skills
Asset Management, Equities, Equity Research, Financial Modeling, Investments, Mutual Funds, Valuation, Portfolio Management
Education
Barnard College 1993 — 1996
BA, Economics
Horace Mann School
Fidelity Investments January 2009 - Present
Fidelity Investments February 2005 - December 2008
Jennison Associates January 2001 - December 2004
Lord Abbett August 1996 - December 2000
Skills
Asset Management, Equities, Equity Research, Financial Modeling, Investments, Mutual Funds, Valuation, Portfolio Management
Education
Barnard College 1993 — 1996
BA, Economics
Horace Mann School
Colin Clark, CFA's Fidelity Investments Experience December 1992 - April 1998
Job IntercontinentalExchange | NYSE
Industry Financial Services
Experience
IntercontinentalExchange, Inc. March 2005 - Present
Merrill Lynch February 2001 - February 2005
Citigroup Global Markets May 1998 - January 2001
Fidelity Investments December 1992 - April 1998
Skills
Market Data, Options, Equities, Financial Markets, Electronic Trading, Trading, Trading Systems, Derivatives, Securities, Product Development, Pricing, Strategic Analysis, P&L responsibility, Financial Analysis, Management, Change Management, Business Strategy, Business Analysis, Business Development, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA
Bard College 1987 — 1991
B.A., Economics
IntercontinentalExchange, Inc. March 2005 - Present
Merrill Lynch February 2001 - February 2005
Citigroup Global Markets May 1998 - January 2001
Fidelity Investments December 1992 - April 1998
Skills
Market Data, Options, Equities, Financial Markets, Electronic Trading, Trading, Trading Systems, Derivatives, Securities, Product Development, Pricing, Strategic Analysis, P&L responsibility, Financial Analysis, Management, Change Management, Business Strategy, Business Analysis, Business Development, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA
Bard College 1987 — 1991
B.A., Economics
Frances DelRosario, PMP Frances DelRosario, PMP's Fidelity Investments Experience January 2000 - August 2007
Job Specialist
Industry Financial Services
Experience
PIMCO LLC November 2010 - Present
Allianz Global Investors August 2007 - November 2010
Fidelity Investments January 2000 - August 2007
Fidelity Investments January 2000 - August 2007
Skills
Fixed Income, Mutual Funds, Equities, Asset Management, Series 7, Hedge Funds, Alternative Investments, Investments, Securities, Portfolio Management, Asset Allocation, Series 63, Bloomberg, Investment Management, Financial Services, Capital Markets, Risk Management, Derivatives, Wealth Management, Financial Markets, Investment Strategies, Trading Systems
Education
Baruch College, City University of New York (CUNY)
BBA
New York University
Certification
PIMCO LLC November 2010 - Present
Allianz Global Investors August 2007 - November 2010
Fidelity Investments January 2000 - August 2007
Fidelity Investments January 2000 - August 2007
Skills
Fixed Income, Mutual Funds, Equities, Asset Management, Series 7, Hedge Funds, Alternative Investments, Investments, Securities, Portfolio Management, Asset Allocation, Series 63, Bloomberg, Investment Management, Financial Services, Capital Markets, Risk Management, Derivatives, Wealth Management, Financial Markets, Investment Strategies, Trading Systems
Education
Baruch College, City University of New York (CUNY)
BBA
New York University
Certification
Charly Barry Charly Barry's Fidelity Investments Experience 1986 - 2008
Job Sperm Bank Donor
Industry Banking
Experience
New England Cryogenic Center September 1949 - Present
Roman Catholic Church February 2013 - March 2013
The Family February 2008 - December 2009
Fidelity Investments 1986 - 2008
Skills
Ability to work with my..., SDLC, Vendor Management, Business Analysis, Program Management, IT Strategy, Enterprise Architecture, Software Project..., Requirements Analysis, Integration, Process Improvement, Agile Methodologies, Project Management, Disaster Recovery, Leadership, Risk Management, Enterprise Software, Financial Services, Management, Strategy, Business Intelligence
Education
Child Care 1961 — 2010
98.6, Diaper Changing
Bates College 1979 — 2005
Master, Jerking off
New England Cryogenic Center September 1949 - Present
Roman Catholic Church February 2013 - March 2013
The Family February 2008 - December 2009
Fidelity Investments 1986 - 2008
Skills
Ability to work with my..., SDLC, Vendor Management, Business Analysis, Program Management, IT Strategy, Enterprise Architecture, Software Project..., Requirements Analysis, Integration, Process Improvement, Agile Methodologies, Project Management, Disaster Recovery, Leadership, Risk Management, Enterprise Software, Financial Services, Management, Strategy, Business Intelligence
Education
Child Care 1961 — 2010
98.6, Diaper Changing
Bates College 1979 — 2005
Master, Jerking off
Sashidhar HC Sashidhar HC's Fidelity Investments Experience October 2014 - March 2015
Job Unix Team Lead at Not Right Now
Industry Information Technology and Services
Experience
Not Right Now June 2015 - Present
Fidelity Investments October 2014 - March 2015
FannieMae August 2014 - October 2014
Freddie Mac October 2011 - July 2014
MECON Limited September 1991 - March 2004
Skills
Unix, Software Development, Data Warehousing, SDLC, Strategy, Requirements Analysis, Enterprise Architecture, ETL, Business Intelligence, SQL, Engineering, Databases, Integration, Oracle
Education
Gogte Institute of Technology 1987 — 1991
B.E, Mechanical
Bangalore University 1981 — 1984
Not Right Now June 2015 - Present
Fidelity Investments October 2014 - March 2015
FannieMae August 2014 - October 2014
Freddie Mac October 2011 - July 2014
MECON Limited September 1991 - March 2004
Skills
Unix, Software Development, Data Warehousing, SDLC, Strategy, Requirements Analysis, Enterprise Architecture, ETL, Business Intelligence, SQL, Engineering, Databases, Integration, Oracle
Education
Gogte Institute of Technology 1987 — 1991
B.E, Mechanical
Bangalore University 1981 — 1984
Daan Wei's Fidelity Investments Experience July 2014 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments January 2010 - June 2014
Fidelity Investments December 2007 - December 2009
GMAC-IPG October 2006 - January 2007
Skills
Bloomberg Terminal, BVAL, Oracle SQL, Microsoft Office, Process Improvement, Project Planning
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance Investments
Fidelity Investments July 2014 - Present
Fidelity Investments January 2010 - June 2014
Fidelity Investments December 2007 - December 2009
GMAC-IPG October 2006 - January 2007
Skills
Bloomberg Terminal, BVAL, Oracle SQL, Microsoft Office, Process Improvement, Project Planning
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance Investments
Eric Weisser, CAPM Eric Weisser, CAPM's Fidelity Investments Experience 2007 - 2010
Job
Industry Information Technology and Services
Experience
UBS April 2013 - Present
EMC January 2011 - April 2013
Pershing July 2010 - January 2011
Fidelity Investments 2007 - 2010
Morgan Stanley Investment Management 2004 - 2006
UBS Wealth Management 2000 - 2004
PaineWebber 1995 - 2000
Kidder Peabody 1992 - 1995
Atalanta/Sosnoff Capital Corporation 1986 - 1992
Skills
Product Management, Program Management, Investments, Management, Product Development, Asset Managment, Securities, Wealth Management, Mutual Funds, Financial Services
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1990
MBA
City University of New York-Baruch College - Zicklin School of Business 1983 — 1986
BBA
New York University - Polytechnic School of Engineering 1980 — 1982
Stuyvesant HS 1977 — 1980
UBS April 2013 - Present
EMC January 2011 - April 2013
Pershing July 2010 - January 2011
Fidelity Investments 2007 - 2010
Morgan Stanley Investment Management 2004 - 2006
UBS Wealth Management 2000 - 2004
PaineWebber 1995 - 2000
Kidder Peabody 1992 - 1995
Atalanta/Sosnoff Capital Corporation 1986 - 1992
Skills
Product Management, Program Management, Investments, Management, Product Development, Asset Managment, Securities, Wealth Management, Mutual Funds, Financial Services
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1990
MBA
City University of New York-Baruch College - Zicklin School of Business 1983 — 1986
BBA
New York University - Polytechnic School of Engineering 1980 — 1982
Stuyvesant HS 1977 — 1980
Jim Speros's Fidelity Investments Experience October 2014 - Present
Job Executive Vice President Corporate Communications Services at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments August 2014 - October 2014
Fidelity Investments January 2013 - August 2014
Fidelity Investments August 2008 - January 2013
Marsh & McLennan Companies, Inc. 2006 - 2008
Ernst & Young LLP 1998 - 2006
AT&T 1979 - 1998
Skills
Integrated Marketing, Digital Marketing, Direct Marketing, Online Marketing, Marketing Communications, Strategy, Advertising, Corporate Communications, Marketing Strategy, Marketing, Public Relations, Market Research, Internal Communications, B2B, Leadership, Event Planning, Digital Media, Sponsorship, Financial Services, Strategic Planning, Segmentation, Product Marketing, Email Marketing, Management, B2B Marketing, Marketing Management, Thought Leadership, Digital Strategy, Global Marketing, Social Media Marketing, Social Media, Business Strategy, Brand Management
Education
City University of New York-Baruch College 1972 — 1976
Bachelor of Business Administration, Marketing
Fidelity Investments October 2014 - Present
Fidelity Investments August 2014 - October 2014
Fidelity Investments January 2013 - August 2014
Fidelity Investments August 2008 - January 2013
Marsh & McLennan Companies, Inc. 2006 - 2008
Ernst & Young LLP 1998 - 2006
AT&T 1979 - 1998
Skills
Integrated Marketing, Digital Marketing, Direct Marketing, Online Marketing, Marketing Communications, Strategy, Advertising, Corporate Communications, Marketing Strategy, Marketing, Public Relations, Market Research, Internal Communications, B2B, Leadership, Event Planning, Digital Media, Sponsorship, Financial Services, Strategic Planning, Segmentation, Product Marketing, Email Marketing, Management, B2B Marketing, Marketing Management, Thought Leadership, Digital Strategy, Global Marketing, Social Media Marketing, Social Media, Business Strategy, Brand Management
Education
City University of New York-Baruch College 1972 — 1976
Bachelor of Business Administration, Marketing
Girish Nazare Girish Nazare's Fidelity Investments Experience February 2015 - Present
Job Senior Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments January 2012 - January 2015
Fidelity Investments February 2010 - January 2012
Fidelity Investments December 2005 - February 2010
Satyam Computer Services Ltd February 1999 - December 2005
Visesh Infotecnics Ltd April 1996 - January 1999
Education
Bangalore University 1990 — 1995
BE
Fidelity Investments February 2015 - Present
Fidelity Investments January 2012 - January 2015
Fidelity Investments February 2010 - January 2012
Fidelity Investments December 2005 - February 2010
Satyam Computer Services Ltd February 1999 - December 2005
Visesh Infotecnics Ltd April 1996 - January 1999
Education
Bangalore University 1990 — 1995
BE
Eric Estevez Eric Estevez's Fidelity Investments Experience 2006 - 2007
Job State Representative at State of New Hampshire House of Representatives
Industry Legislative Office
Experience
State of New Hampshire December 2014 - Present
Lesley University August 2014 - Present
Endicott College June 2013 - Present
Estevez & Partners, LTD. January 1999 - Present
US Small Business Administration June 2011 - September 2014
Middlesex Community College August 2012 - January 2013
Northeastern University January 2007 - January 2011
Town of Wakefield, Massachusetts 2008 - 2010
Town of Pelham, New Hampshire January 2006 - December 2007
Fidelity Investments 2006 - 2007
Skills
Public Policy, Public Speaking, Community Outreach, Political Campaigns, Fundraising, Policy Analysis, Government, Politics, Research, Policy, Grant Writing, Legal Research, Legal, Educational Leadership, National Security, Homeland Security, Public Relations, Program Development, Volunteer Management, Higher Education, Event Planning, Community Development, Strategic Planning, Editing, Nonprofits, Social Media, Teaching, Grants, Media Relations, Economic Development, Program Evaluation, Organizational..., Proposal Writing, Speech Writing, Leadership Development, Leadership, Legislative Relations, Program Management, Qualitative Research, Grassroots Organizing, Political Science, Data Analysis, Legislation, Political Consulting, Public Administration, Press Releases, Conflict Resolution, Coalitions, Political Communication, Strategic Communications
Education
Northeastern University
Doctorate, Law and Public Policy
Northeastern University
Master of Science (M.S.), Leadership, Global Studies, and International Affairs
Massachusetts School of Law
Law
Barry University
Bachelor of Science (B.S.), Political Science
State of New Hampshire December 2014 - Present
Lesley University August 2014 - Present
Endicott College June 2013 - Present
Estevez & Partners, LTD. January 1999 - Present
US Small Business Administration June 2011 - September 2014
Middlesex Community College August 2012 - January 2013
Northeastern University January 2007 - January 2011
Town of Wakefield, Massachusetts 2008 - 2010
Town of Pelham, New Hampshire January 2006 - December 2007
Fidelity Investments 2006 - 2007
Skills
Public Policy, Public Speaking, Community Outreach, Political Campaigns, Fundraising, Policy Analysis, Government, Politics, Research, Policy, Grant Writing, Legal Research, Legal, Educational Leadership, National Security, Homeland Security, Public Relations, Program Development, Volunteer Management, Higher Education, Event Planning, Community Development, Strategic Planning, Editing, Nonprofits, Social Media, Teaching, Grants, Media Relations, Economic Development, Program Evaluation, Organizational..., Proposal Writing, Speech Writing, Leadership Development, Leadership, Legislative Relations, Program Management, Qualitative Research, Grassroots Organizing, Political Science, Data Analysis, Legislation, Political Consulting, Public Administration, Press Releases, Conflict Resolution, Coalitions, Political Communication, Strategic Communications
Education
Northeastern University
Doctorate, Law and Public Policy
Northeastern University
Master of Science (M.S.), Leadership, Global Studies, and International Affairs
Massachusetts School of Law
Law
Barry University
Bachelor of Science (B.S.), Political Science
Gary L. Garber's Fidelity Investments Experience 1994 - 2006
Job CHIEF INFORMATION OFFICER Technology, Operations and Business Strategy
Industry Information Technology and Services
Experience
Boston Private Bank and Trust Company 2007 - 2015
Fidelity Investments 1994 - 2006
Merrill Lynch 1985 - 1994
The Depository Trust & Clearing Corporation 1983 - 1985
Manufacturers Hanover Trust 1982 - 1983
Skills
Vendor Management, Business Process..., Management Consulting, Budgets, Business Planning, Business Process..., Data Center, Financial Services, IT Management, IT Strategy, Leadership, Negotiation, Outsourcing, Program Management, Risk Management, Strategic Planning, Business Analysis, Business Intelligence, SDLC, Software Development
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (MBA), Information Systems
University at Buffalo
Bachelor of Arts (BA), Psychology, cum laude
Boston Private Bank and Trust Company 2007 - 2015
Fidelity Investments 1994 - 2006
Merrill Lynch 1985 - 1994
The Depository Trust & Clearing Corporation 1983 - 1985
Manufacturers Hanover Trust 1982 - 1983
Skills
Vendor Management, Business Process..., Management Consulting, Budgets, Business Planning, Business Process..., Data Center, Financial Services, IT Management, IT Strategy, Leadership, Negotiation, Outsourcing, Program Management, Risk Management, Strategic Planning, Business Analysis, Business Intelligence, SDLC, Software Development
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (MBA), Information Systems
University at Buffalo
Bachelor of Arts (BA), Psychology, cum laude
Jacquelynn Clark's Fidelity Investments Experience February 2009 - July 2009
Job Sales Manager
Industry Information Technology and Services
Experience
Global Knowledge Training May 2015 - Present
Global Knowledge Training February 2014 - May 2015
Global Knowledge Training January 2014 - February 2014
Global Knowledge Training April 2012 - January 2014
Michelin July 2009 - December 2011
Fidelity Investments February 2009 - July 2009
Credit Suisse June 2007 - December 2008
Credit Suisse June 2007 - July 2008
Skills
Business Analysis, Training, Management, Program Management, Leadership, Microsoft Excel, Project Management, Business Process..., Lead Generation, Recruiting, Maintaining Strong..., International Sales, Growth Strategies, Territory Account..., Territory..., Goal-driven leader, Human Resources, New Business Development, Analysis, Account Management, Security, Cold Calling, Salesforce.com, Interviews, CRM, Sales Process, Business Development, Solution Selling, Leadership Development, Direct Sales, Team Leadership, Exceptional People..., Business Excellence, Friendly Personality, Building Relationships, Customer Oriented, SaaS, Sales Operations, Relationship Building
Education
Barton College 2003 — 2007
Bachelor of Science, Business Administration and Economics
Bunn
Global Knowledge Training May 2015 - Present
Global Knowledge Training February 2014 - May 2015
Global Knowledge Training January 2014 - February 2014
Global Knowledge Training April 2012 - January 2014
Michelin July 2009 - December 2011
Fidelity Investments February 2009 - July 2009
Credit Suisse June 2007 - December 2008
Credit Suisse June 2007 - July 2008
Skills
Business Analysis, Training, Management, Program Management, Leadership, Microsoft Excel, Project Management, Business Process..., Lead Generation, Recruiting, Maintaining Strong..., International Sales, Growth Strategies, Territory Account..., Territory..., Goal-driven leader, Human Resources, New Business Development, Analysis, Account Management, Security, Cold Calling, Salesforce.com, Interviews, CRM, Sales Process, Business Development, Solution Selling, Leadership Development, Direct Sales, Team Leadership, Exceptional People..., Business Excellence, Friendly Personality, Building Relationships, Customer Oriented, SaaS, Sales Operations, Relationship Building
Education
Barton College 2003 — 2007
Bachelor of Science, Business Administration and Economics
Bunn
Julia Trujillo Julia Trujillo's Fidelity Investments Experience January 2005 - November 2009
Job Managing Director Human Resources at Citi
Industry Financial Services
Experience
Citi November 2009 - Present
Fidelity Investments January 2005 - November 2009
American Express January 1998 - January 2005
Education
Baruch College 1997 — 1999
Master of Science (MS), Industrial and Organizational Psychology
Univeristy of Redlands 1988 — 1992
Bachelor's degree, Psychology
Citi November 2009 - Present
Fidelity Investments January 2005 - November 2009
American Express January 1998 - January 2005
Education
Baruch College 1997 — 1999
Master of Science (MS), Industrial and Organizational Psychology
Univeristy of Redlands 1988 — 1992
Bachelor's degree, Psychology
Ali Mohammad Ali Mohammad's Fidelity Investments Experience September 2009 - January 2011
Job Finance Manager
Industry Investment Management
Experience
Manulife Financial January 2015 - Present
BMO Capital Markets July 2012 - December 2014
Byron Capital Markets April 2011 - June 2012
Scotiabank January 2011 - April 2011
Fidelity Investments September 2009 - January 2011
Computershare Trust Company of Canada October 2008 - August 2009
CIBC June 2007 - July 2008
HSBC June 1999 - April 2007
Barclays July 1998 - May 1999
Morgan Stanley February 1996 - May 1998
Skills
Financial Accounting, Fixed Income, Internal Controls, Strategic Financial..., Financial Reporting, Financial Analysis, Financial Modeling, Equities, Team Building, Leadership, Creative Problem Solving, Project Management, Multi Tasking, Back Office, Middle Office, Management
Education
CPA 2014 — 2016
CPA, Certified Professional Accountants, Accounting and Finance
Canadian Institute of Chartered Accountants 2011 — 2011
In-Depth Brokers and Investment Dealers Course
City University of New York-Baruch College 1992 — 1996
Bachelor of Business Administration (BBA), Public Accounting
Manulife Financial January 2015 - Present
BMO Capital Markets July 2012 - December 2014
Byron Capital Markets April 2011 - June 2012
Scotiabank January 2011 - April 2011
Fidelity Investments September 2009 - January 2011
Computershare Trust Company of Canada October 2008 - August 2009
CIBC June 2007 - July 2008
HSBC June 1999 - April 2007
Barclays July 1998 - May 1999
Morgan Stanley February 1996 - May 1998
Skills
Financial Accounting, Fixed Income, Internal Controls, Strategic Financial..., Financial Reporting, Financial Analysis, Financial Modeling, Equities, Team Building, Leadership, Creative Problem Solving, Project Management, Multi Tasking, Back Office, Middle Office, Management
Education
CPA 2014 — 2016
CPA, Certified Professional Accountants, Accounting and Finance
Canadian Institute of Chartered Accountants 2011 — 2011
In-Depth Brokers and Investment Dealers Course
City University of New York-Baruch College 1992 — 1996
Bachelor of Business Administration (BBA), Public Accounting
Donna Deming Donna Deming's Fidelity Investments Experience 2000 - 2002
Job Project Manager at HSBC
Industry Financial Services
Experience
HSBC December 2014 - May 2015
Morgan Stanley 2007 - 2014
Northpoint Consulting 2006 - 2007
CheckFree Investment Services 2003 - 2005
Fidelity Investments 2000 - 2002
Citibank 1995 - 2000
Skills
Coaching, Executive Coaching, Leadership Development, Talent Management, Team Building, Management, Training, Management Consulting, Staff Development, Increasing Employee..., Research, Client Relations Skills, Program Management, Facilitators, Metrics Reporting, Close Attention to..., Quality Management, Collaboration, Change Management, Analysis, Strategy, Financial Services, Risk Management, Business Analysis, Project Management
Education
University of Pennsylvania 2009 — 2009
Certificate, Foundations of Positive Psychology
New York University 2006 — 2008
MSW, Clinical Social Work
City University of New York-Baruch College - Zicklin School of Business
BBA, Business Administration, Management and Operations
HSBC December 2014 - May 2015
Morgan Stanley 2007 - 2014
Northpoint Consulting 2006 - 2007
CheckFree Investment Services 2003 - 2005
Fidelity Investments 2000 - 2002
Citibank 1995 - 2000
Skills
Coaching, Executive Coaching, Leadership Development, Talent Management, Team Building, Management, Training, Management Consulting, Staff Development, Increasing Employee..., Research, Client Relations Skills, Program Management, Facilitators, Metrics Reporting, Close Attention to..., Quality Management, Collaboration, Change Management, Analysis, Strategy, Financial Services, Risk Management, Business Analysis, Project Management
Education
University of Pennsylvania 2009 — 2009
Certificate, Foundations of Positive Psychology
New York University 2006 — 2008
MSW, Clinical Social Work
City University of New York-Baruch College - Zicklin School of Business
BBA, Business Administration, Management and Operations
Christopher Trench Christopher Trench's Fidelity Investments Experience May 2001 - December 2004
Job Program Manager
Industry Management Consulting
Experience
ReNewJerseyStronger July 2013 - Present
Arbor Insurance Group August 2008 - June 2013
AXA Advisors February 2005 - July 2008
Fidelity Investments May 2001 - December 2004
Gartner October 1999 - April 2001
Bears Stearns Securities Corporation January 1997 - September 1999
SIAC September 1996 - November 1997
ADP June 1992 - May 1996
Skills
CRM, Business Analysis, Management, Account Management, Project Management, Leadership, Strategy, Program Management, Training, Sales, New Business Development, Analysis, Marketing, Market Research, Financial Services, Integration, Selling, Strategic Planning, Finance, Budgets, Quality Assurance, Requirements Analysis, Marketing Strategy, Access, Case Managment, Corporate Finance, Project Managers
Education
City University of New York-Baruch College 1996 — 2000
MBA, Marketing
State University of New York College at Oneonta 1987 — 1992
Bachelor of Arts (B.A.), Business Economics
ReNewJerseyStronger July 2013 - Present
Arbor Insurance Group August 2008 - June 2013
AXA Advisors February 2005 - July 2008
Fidelity Investments May 2001 - December 2004
Gartner October 1999 - April 2001
Bears Stearns Securities Corporation January 1997 - September 1999
SIAC September 1996 - November 1997
ADP June 1992 - May 1996
Skills
CRM, Business Analysis, Management, Account Management, Project Management, Leadership, Strategy, Program Management, Training, Sales, New Business Development, Analysis, Marketing, Market Research, Financial Services, Integration, Selling, Strategic Planning, Finance, Budgets, Quality Assurance, Requirements Analysis, Marketing Strategy, Access, Case Managment, Corporate Finance, Project Managers
Education
City University of New York-Baruch College 1996 — 2000
MBA, Marketing
State University of New York College at Oneonta 1987 — 1992
Bachelor of Arts (B.A.), Business Economics
Ramesh Volety Ramesh Volety's Fidelity Investments Experience August 2002 - Present
Job Principal Software Engineer at Fidelity Investments and Information Technology and Services Consultant
Industry Information Technology and Services
Experience
Fidelity Investments August 2002 - Present
Caterpillar Logistics Services, Inc. January 2001 - August 2002
National Computer Systems August 2000 - December 2000
Caterpillar Inc. 1998 - 2000
Skills
CICS, Requirements Analysis, DB2, COBOL, JCL, Testing, Mainframe, Software Development, User Acceptance Testing, Software Project..., Business Analysis, SQL, Oracle, Enterprise Architecture, Requirements Gathering, Visio
Education
Bangalore University 1989 — 1993
BE, Industrial & Production Engineering
Fidelity Investments August 2002 - Present
Caterpillar Logistics Services, Inc. January 2001 - August 2002
National Computer Systems August 2000 - December 2000
Caterpillar Inc. 1998 - 2000
Skills
CICS, Requirements Analysis, DB2, COBOL, JCL, Testing, Mainframe, Software Development, User Acceptance Testing, Software Project..., Business Analysis, SQL, Oracle, Enterprise Architecture, Requirements Gathering, Visio
Education
Bangalore University 1989 — 1993
BE, Industrial & Production Engineering
Nardia N. Mendez, MBA's Fidelity Investments Experience March 2015 - May 2015
Job Corporate Actions Senior Analyst |Client Services | Operations Senior Specialist | Domestic Settlements Processor
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Fidelity Investments March 2015 - May 2015
Bank of America Merrill Lynch June 2008 - August 2014
Merrill Lynch July 2007 - May 2008
UBS January 2006 - June 2006
Skills
Settlement Services, Physical Security, Account Reconciliation, Research, Restricted Stock, Office Administration, FX Operations, Backend Operations, Bonds, Corporate Finance, Foreign Exchange, Finance, Prime Brokerage, Data Analysis, Settlement, Securities, Financial Services, Fixed Income, Microsoft Excel, Equities, Microsoft Office, Management, Analysis, Customer Service
Education
New Jersey City University 2013 — 2015
Master of Business Administration (M.B.A.), Organizational Management and Leadership
City University of New York-Baruch College 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America Merrill Lynch May 2015 - Present
Fidelity Investments March 2015 - May 2015
Bank of America Merrill Lynch June 2008 - August 2014
Merrill Lynch July 2007 - May 2008
UBS January 2006 - June 2006
Skills
Settlement Services, Physical Security, Account Reconciliation, Research, Restricted Stock, Office Administration, FX Operations, Backend Operations, Bonds, Corporate Finance, Foreign Exchange, Finance, Prime Brokerage, Data Analysis, Settlement, Securities, Financial Services, Fixed Income, Microsoft Excel, Equities, Microsoft Office, Management, Analysis, Customer Service
Education
New Jersey City University 2013 — 2015
Master of Business Administration (M.B.A.), Organizational Management and Leadership
City University of New York-Baruch College 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Tessy Schwarz Tessy Schwarz's Fidelity Investments Experience September 2015 - Present
Job Support Administrator at Fidelity Investments
Industry Research
Experience
Fidelity Investments September 2015 - Present
Building Engines, Inc. August 2014 - September 2015
WTDC March 2013 - August 2014
Athletic Department, Baseball Team August 2010 - December 2013
Best Western International May 2012 - September 2013
Victoria's Secret June 2013 - August 2013
Sony Ericsson Open March 2010 - March 2012
American Airlines Arena February 2009 - February 2012
Skills
Teamwork, Spanish, PowerPoint, Microsoft Excel, Research, Microsoft Office, Customer Service, Microsoft Word, Leadership, Outlook, Public Speaking, Management, Team Leadership, Training, Sales, Marketing Strategy, Time Management, Team Building, Event Planning, Accounting, English
Education
Barry University 2009 — 2013
Bachelor of Business Administration (B.B.A.), International Business, Senior
Fidelity Investments September 2015 - Present
Building Engines, Inc. August 2014 - September 2015
WTDC March 2013 - August 2014
Athletic Department, Baseball Team August 2010 - December 2013
Best Western International May 2012 - September 2013
Victoria's Secret June 2013 - August 2013
Sony Ericsson Open March 2010 - March 2012
American Airlines Arena February 2009 - February 2012
Skills
Teamwork, Spanish, PowerPoint, Microsoft Excel, Research, Microsoft Office, Customer Service, Microsoft Word, Leadership, Outlook, Public Speaking, Management, Team Leadership, Training, Sales, Marketing Strategy, Time Management, Team Building, Event Planning, Accounting, English
Education
Barry University 2009 — 2013
Bachelor of Business Administration (B.B.A.), International Business, Senior
Jim Hinchberger's Fidelity Investments Experience 1994 - 1996
Job Specialty Biotechnology Sales at Endo Pharma (formerly Auxilium)
Industry Biotechnology
Experience
Endo/ Auxilium Pharmaceuticals May 2011 - Present
Auxilium Pharmaceuticals September 2007 - June 2011
Auxilium Pharmaceuticals October 2006 - November 2007
Auxilium Pharmaceuticals December 2002 - October 2006
Mercy Health Partners May 2000 - December 2002
Riverside Racquet Club May 1998 - May 2000
Cincinnati Financial Corporation 1996 - 1998
Fidelity Investments 1994 - 1996
Butler County 1991 - 1994
Skills
Managed Care, Clinical, Urology, Pain Management, Pharmaceuticals, Infectious Diseases, Endocrinology, Diabetes, Orthopedics, Pharmaceutical Sales, Hospitals, Internal Medicine, Biotechnology, Account Management, Sales Management, Consultative Selling, Product Launch, Strategic Planning, Business Planning, Coaching, Team Building, Customer Service, Territory, Biologics, Buy and Bill, Healthcare Reimbursement, Longer Sales Cycle, Procedure education, Acquisitions, Pharmaceutical Industry, Rheumatology, Selling, Sales Operations, Cardiology, Gastroenterology, Pulmonology, Orthopedic, Selling Skills, Hospital Sales, Sales, Dermatology, Nephrology, Neurology, Clinical Research
Education
Tulane University - A.B. Freeman School of Business 2012 — 2012
MBA - C, Business Administration and Management, General
Barry University 1986 — 1990
BA, Liberal Sciences
Endo/ Auxilium Pharmaceuticals May 2011 - Present
Auxilium Pharmaceuticals September 2007 - June 2011
Auxilium Pharmaceuticals October 2006 - November 2007
Auxilium Pharmaceuticals December 2002 - October 2006
Mercy Health Partners May 2000 - December 2002
Riverside Racquet Club May 1998 - May 2000
Cincinnati Financial Corporation 1996 - 1998
Fidelity Investments 1994 - 1996
Butler County 1991 - 1994
Skills
Managed Care, Clinical, Urology, Pain Management, Pharmaceuticals, Infectious Diseases, Endocrinology, Diabetes, Orthopedics, Pharmaceutical Sales, Hospitals, Internal Medicine, Biotechnology, Account Management, Sales Management, Consultative Selling, Product Launch, Strategic Planning, Business Planning, Coaching, Team Building, Customer Service, Territory, Biologics, Buy and Bill, Healthcare Reimbursement, Longer Sales Cycle, Procedure education, Acquisitions, Pharmaceutical Industry, Rheumatology, Selling, Sales Operations, Cardiology, Gastroenterology, Pulmonology, Orthopedic, Selling Skills, Hospital Sales, Sales, Dermatology, Nephrology, Neurology, Clinical Research
Education
Tulane University - A.B. Freeman School of Business 2012 — 2012
MBA - C, Business Administration and Management, General
Barry University 1986 — 1990
BA, Liberal Sciences
Amos E. Dodi Amos E. Dodi's Fidelity Investments Experience February 1997 - September 1997
Job Pulmonary and Critical Care Fellow at University of Michigan
Industry Hospital & Health Care
Experience
MidMichigan Health - University of Michigan Health System March 2015 - Present
University of Michigan Health System July 2012 - Present
St. Vincent Regional Medical Center February 2012 - May 2012
Einstein/Montefiore Medical Center January 2009 - December 2011
Montefiore Medical Center September 2007 - December 2008
University College London March 2007 - October 2007
Fidelity Investments February 1997 - September 1997
Skills
Critical Care, Internal Medicine, Surgery, Medical Education, Hospitals, Healthcare, Clinical Research, Public Health, BLS, Medicine, ACLS, Research, Immunology
Education
State University of New York Downstate Medical Center College of Medicine 2001 — 2006
MD
Binghamton University 1998 — 2001
BA
City University of New York-Baruch College 1997 — 1998
MidMichigan Health - University of Michigan Health System March 2015 - Present
University of Michigan Health System July 2012 - Present
St. Vincent Regional Medical Center February 2012 - May 2012
Einstein/Montefiore Medical Center January 2009 - December 2011
Montefiore Medical Center September 2007 - December 2008
University College London March 2007 - October 2007
Fidelity Investments February 1997 - September 1997
Skills
Critical Care, Internal Medicine, Surgery, Medical Education, Hospitals, Healthcare, Clinical Research, Public Health, BLS, Medicine, ACLS, Research, Immunology
Education
State University of New York Downstate Medical Center College of Medicine 2001 — 2006
MD
Binghamton University 1998 — 2001
BA
City University of New York-Baruch College 1997 — 1998
Stephen Delfino Stephen Delfino's Fidelity Investments Experience May 2007 - April 2010
Job Financial Services Executive
Industry Financial Services
Experience
JP Morgan Chase June 2010 - Present
Fidelity Investments May 2007 - April 2010
JPMorgan Chase May 1998 - May 2007
Putnam Investments May 1996 - April 1998
Bankers Trust Company September 1986 - May 1996
Skills
Risk Management, Operations Management, Product Management, Customer Relations, Lean Manufacturing
Education
City University of New York-Baruch College - Zicklin School of Business 1979 — 1983
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
JP Morgan Chase June 2010 - Present
Fidelity Investments May 2007 - April 2010
JPMorgan Chase May 1998 - May 2007
Putnam Investments May 1996 - April 1998
Bankers Trust Company September 1986 - May 1996
Skills
Risk Management, Operations Management, Product Management, Customer Relations, Lean Manufacturing
Education
City University of New York-Baruch College - Zicklin School of Business 1979 — 1983
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Richard Haseltine Richard Haseltine's Fidelity Investments Experience 1992 - 2002
Job Relationship Manager at Schwab Institutional
Industry Financial Services
Experience
Schwab Institutional 2001 - Present
Fidelity Investments 1992 - 2002
Education
Barry University
Bachelor, Business
Florida Institute of Technology
Master of Business Administration, Policy
Holy Cross High School
River Grove Illinois
Schwab Institutional 2001 - Present
Fidelity Investments 1992 - 2002
Education
Barry University
Bachelor, Business
Florida Institute of Technology
Master of Business Administration, Policy
Holy Cross High School
River Grove Illinois
Tom Trogele Tom Trogele's Fidelity Investments Experience February 2009 - Present
Job VP at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments February 2009 - Present
Fidelity Investments January 2007 - January 2009
Education
Baruch College, City University of New York (CUNY)
MS
Fordham University
BS
Fidelity Investments February 2009 - Present
Fidelity Investments January 2007 - January 2009
Education
Baruch College, City University of New York (CUNY)
MS
Fordham University
BS
Javed Ikbal (javed@zsquad.com) Javed Ikbal (javed@zsquad.com)'s Fidelity Investments Experience August 1998 - September 2003
Job Vice President Information Security & Risk Management at Bright Horizons
Industry Computer & Network Security
Experience
Bright Horizons 2014 - Present
Upromise 2010 - 2014
zSquad.com 2006 - 2010
GTECH Corp January 2006 - December 2006
Omgeo September 2003 - January 2006
Fidelity Investments August 1998 - September 2003
NEC Research Institute April 1996 - August 1998
Education
Bangladesh University of Engineering and Technology 1984 — 1989
B.S., Mechanical Engineering
Bright Horizons 2014 - Present
Upromise 2010 - 2014
zSquad.com 2006 - 2010
GTECH Corp January 2006 - December 2006
Omgeo September 2003 - January 2006
Fidelity Investments August 1998 - September 2003
NEC Research Institute April 1996 - August 1998
Education
Bangladesh University of Engineering and Technology 1984 — 1989
B.S., Mechanical Engineering
Scott Cairns's Fidelity Investments Experience February 2009 - Present
Job
Industry Information Technology and Services
Experience
Fidelity Investments February 2009 - Present
Wachovia Capital Markets January 2004 - February 2009
Wachovia Securities 2004 - February 2009
Solucient 2003 - 2004
NASD 2003 - 2003
N.A.S.D 2003 - 2003
Boxtone (Formerly Panacya) 1999 - 2003
CompuCredit August 1997 - December 1999
Visionary Systems August 1997 - December 1999
TMG Financial Products 1993 - 1997
Skills
Oracle, Microsoft SQL Server, Cognos, SDLC, Sybase, Business Analysis, Agile Methodologies, Data Warehousing, Trading Systems, Fixed Income, Vendor Management, Data Modeling, Netezza, Bloomberg AIM, Bloomberg Terminal, Bloomberg Data License, Great Highland Bagpipe
Education
Baruch College, City University of New York (CUNY) 1987 — 1991
MBA
Baruch College, City University of New York (CUNY) 1987 — 1991
MBA
State University of New York College at Buffalo 1980 — 1984
BS
Sweet Home 1978 — 1981
Fidelity Investments February 2009 - Present
Wachovia Capital Markets January 2004 - February 2009
Wachovia Securities 2004 - February 2009
Solucient 2003 - 2004
NASD 2003 - 2003
N.A.S.D 2003 - 2003
Boxtone (Formerly Panacya) 1999 - 2003
CompuCredit August 1997 - December 1999
Visionary Systems August 1997 - December 1999
TMG Financial Products 1993 - 1997
Skills
Oracle, Microsoft SQL Server, Cognos, SDLC, Sybase, Business Analysis, Agile Methodologies, Data Warehousing, Trading Systems, Fixed Income, Vendor Management, Data Modeling, Netezza, Bloomberg AIM, Bloomberg Terminal, Bloomberg Data License, Great Highland Bagpipe
Education
Baruch College, City University of New York (CUNY) 1987 — 1991
MBA
Baruch College, City University of New York (CUNY) 1987 — 1991
MBA
State University of New York College at Buffalo 1980 — 1984
BS
Sweet Home 1978 — 1981
Mala Shyam's Fidelity Investments Experience June 2006 - February 2009
Job Systems Analyst at Fidelity Investments
Industry Computer Software
Experience
Philips Healthcare March 2011 - March 2014
Fidelity Investments June 2006 - February 2009
VISIBILITY CORPORATION January 2006 - May 2006
SODEXHO CORPORATE SERVICES September 2005 - May 2006
Skills
Business Analysis, Quality Assurance, Requirements Gathering, Business Process, Agile Methodologies, Software Documentation, User Acceptance Testing, Business Requirements, Access, UML, Training, Requirements Analysis, SDLC, Software Project..., Visio, Testing, SQL
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
Master's Degree in IT, IT
Rivier College 2004 — 2005
Bachelor of Science, Computer Science
National Institute of Information Technology 1997 — 1999
Diploma, Network Centered Computing
Bangalore University 1996 — 1999
Bachelor of Science, Computer Science
Philips Healthcare March 2011 - March 2014
Fidelity Investments June 2006 - February 2009
VISIBILITY CORPORATION January 2006 - May 2006
SODEXHO CORPORATE SERVICES September 2005 - May 2006
Skills
Business Analysis, Quality Assurance, Requirements Gathering, Business Process, Agile Methodologies, Software Documentation, User Acceptance Testing, Business Requirements, Access, UML, Training, Requirements Analysis, SDLC, Software Project..., Visio, Testing, SQL
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
Master's Degree in IT, IT
Rivier College 2004 — 2005
Bachelor of Science, Computer Science
National Institute of Information Technology 1997 — 1999
Diploma, Network Centered Computing
Bangalore University 1996 — 1999
Bachelor of Science, Computer Science
Ahmet Hatipoglu's Fidelity Investments Experience
Job Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Education
Baruch College, City University of New York (CUNY) 1990 — 1992
Fidelity Investments
Education
Baruch College, City University of New York (CUNY) 1990 — 1992
Daniel Dausch's Fidelity Investments Experience December 1995 - Present
Job Director Software Engineering Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 1995 - Present
Putnam Investments 1994 - 1995
Skills
Agile Methodologies, SDLC, Enterprise Architecture, Requirements Analysis, SOA, Vendor Management, Program Management
Education
Baruch College, City University of New York (CUNY) 1983 — 1986
MS, Computer Science
The New School 1981 — 1983
MA, Psychology
Clark University 1977 — 1981
BA, Psychology
Fidelity Investments December 1995 - Present
Putnam Investments 1994 - 1995
Skills
Agile Methodologies, SDLC, Enterprise Architecture, Requirements Analysis, SOA, Vendor Management, Program Management
Education
Baruch College, City University of New York (CUNY) 1983 — 1986
MS, Computer Science
The New School 1981 — 1983
MA, Psychology
Clark University 1977 — 1981
BA, Psychology
Allison Funk's Fidelity Investments Experience May 2012 - September 2012
Job Historical Consultant
Industry Museums and Institutions
Experience
Northeastern University September 2011 - August 2015
Fidelity Investments May 2012 - September 2012
Panraven Inc. June 2006 - January 2011
Skills
Museums, Museum Collections, Collections Care, Collections Management, Archives, Archival Management, Archival Preservation, Historic Preservation, Public History, Maritime History, Military History, Digital Curation, Content Management, Writing, Creative Writing, Editing, Collections, Organization, Storage, Photoshop, Image Editing, Digital Photography, Scanners, Microsoft Word, Microsoft Excel, PowerPoint, Research, Archival Research, Online Research, History
Education
Northeastern University
Master of Arts (M.A.), History/Public History
Tufts University
Graduate Certificate, Museum Studies
Bard College
B.A.
Simon's Rock of Bard College
Northeastern University September 2011 - August 2015
Fidelity Investments May 2012 - September 2012
Panraven Inc. June 2006 - January 2011
Skills
Museums, Museum Collections, Collections Care, Collections Management, Archives, Archival Management, Archival Preservation, Historic Preservation, Public History, Maritime History, Military History, Digital Curation, Content Management, Writing, Creative Writing, Editing, Collections, Organization, Storage, Photoshop, Image Editing, Digital Photography, Scanners, Microsoft Word, Microsoft Excel, PowerPoint, Research, Archival Research, Online Research, History
Education
Northeastern University
Master of Arts (M.A.), History/Public History
Tufts University
Graduate Certificate, Museum Studies
Bard College
B.A.
Simon's Rock of Bard College
Stephane Wynter, PMP's Fidelity Investments Experience May 2007 - Present
Job
Industry Financial Services
Experience
Fidelity Investments May 2007 - Present
YMCA of Greater Charlotte, NC November 2013 - April 2014
HSBC, Alternative Fund Services April 2005 - April 2007
Coinmach Corporation October 2003 - April 2005
Wachovia Securities, LLC May 2000 - October 2003
Skills
Analysis, Contract Negotiation, Leadership, Management, PMO, PMP, Process Improvement, Program Management, Project Management, Project Planning, Project Portfolio..., Quality Assurance, SDLC, Six Sigma, Business Analysis, Team Building, Vendor Management
Education
Baruch College, City University of New York (CUNY) 1995 — 2000
BBA, CIS, Business Administration
Fidelity Investments May 2007 - Present
YMCA of Greater Charlotte, NC November 2013 - April 2014
HSBC, Alternative Fund Services April 2005 - April 2007
Coinmach Corporation October 2003 - April 2005
Wachovia Securities, LLC May 2000 - October 2003
Skills
Analysis, Contract Negotiation, Leadership, Management, PMO, PMP, Process Improvement, Program Management, Project Management, Project Planning, Project Portfolio..., Quality Assurance, SDLC, Six Sigma, Business Analysis, Team Building, Vendor Management
Education
Baruch College, City University of New York (CUNY) 1995 — 2000
BBA, CIS, Business Administration
Bertha Arias's Fidelity Investments Experience January 2000 - May 2010
Job Financial Services Professional
Industry Financial Services
Experience
Independent Consultant September 2010 - Present
Fidelity Investments January 2000 - May 2010
Mellon Bank December 1997 - December 1999
Barnett Bank January 1997 - November 1997
Education
Barry University
Administration
Independent Consultant September 2010 - Present
Fidelity Investments January 2000 - May 2010
Mellon Bank December 1997 - December 1999
Barnett Bank January 1997 - November 1997
Education
Barry University
Administration
Rachepalli Sudhakara's Fidelity Investments Experience September 2002 - July 2005
Job Senior Java Devolper at Sofbang LLC
Industry Computer Software
Experience
Sofbang LLC March 2012 - Present
ObjectWave Corporation March 2007 - February 2012
Mastech, Inc. May 2006 - March 2007
Tech Mahindra August 2005 - March 2007
Fidelity Investments September 2002 - July 2005
Skills
Weblogic, SDLC, Software Project..., Requirements Analysis, Agile Methodologies, SOA, Oracle, SQL, Enterprise Architecture, Java, Software Development, Spring Framework, Spring Batch, Web Service Development, WebSphere Application..., Java Enterprise Edition, Wicket, JSF, Struts, JSTL, JSON, JBoss Application Server, Tomcat, FileNet
Education
Bangalore University 1997 — 2000
Master's Degree, Master of Computer Applications
Sofbang LLC March 2012 - Present
ObjectWave Corporation March 2007 - February 2012
Mastech, Inc. May 2006 - March 2007
Tech Mahindra August 2005 - March 2007
Fidelity Investments September 2002 - July 2005
Skills
Weblogic, SDLC, Software Project..., Requirements Analysis, Agile Methodologies, SOA, Oracle, SQL, Enterprise Architecture, Java, Software Development, Spring Framework, Spring Batch, Web Service Development, WebSphere Application..., Java Enterprise Edition, Wicket, JSF, Struts, JSTL, JSON, JBoss Application Server, Tomcat, FileNet
Education
Bangalore University 1997 — 2000
Master's Degree, Master of Computer Applications
Prasad Raju Jampana's Fidelity Investments Experience January 1998 - Present
Job Lead Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 1998 - Present
Putnam Investments May 1997 - December 1997
Satyam March 1995 - March 1997
Skills
Fixed Income, Agile Methodologies
Education
Brandeis University 2000 — 2003
Masters, Computer science
Bangalore University 1986 — 1991
Bachlor degree, Engineering
Fidelity Investments January 1998 - Present
Putnam Investments May 1997 - December 1997
Satyam March 1995 - March 1997
Skills
Fixed Income, Agile Methodologies
Education
Brandeis University 2000 — 2003
Masters, Computer science
Bangalore University 1986 — 1991
Bachlor degree, Engineering
Prabhu Nanjappa's Fidelity Investments Experience January 2005 - March 2011
Job Principal Software Engineer at Saffron Technology
Industry Computer Software
Experience
Saffron Technology April 2011 - Present
Fidelity Investments January 2005 - March 2011
Verizon September 2003 - January 2005
Cisco Systems March 2003 - August 2003
AspenTech October 2000 - March 2003
Symmetrix Consulting January 1998 - October 2000
Datapro Infoworld Ltd 1994 - 1998
Skills
Agile Methodologies, Java Enterprise Edition, SOA, SDLC, Software Development, Web Services, Enterprise Architecture, XML, Spring, Unix, Java, SQL, Software Project..., Requirements Analysis, Microsoft SQL Server, Tomcat, Hibernate
Education
Bangalore University 1987 — 1991
Bachelor's Degree, Computer Science
Vijaya College 1985 — 1987
High School, Mathematics and Science
Bangalore Higher Secondary School 1983 — 1985
High School, Mathematics and Science
Saffron Technology April 2011 - Present
Fidelity Investments January 2005 - March 2011
Verizon September 2003 - January 2005
Cisco Systems March 2003 - August 2003
AspenTech October 2000 - March 2003
Symmetrix Consulting January 1998 - October 2000
Datapro Infoworld Ltd 1994 - 1998
Skills
Agile Methodologies, Java Enterprise Edition, SOA, SDLC, Software Development, Web Services, Enterprise Architecture, XML, Spring, Unix, Java, SQL, Software Project..., Requirements Analysis, Microsoft SQL Server, Tomcat, Hibernate
Education
Bangalore University 1987 — 1991
Bachelor's Degree, Computer Science
Vijaya College 1985 — 1987
High School, Mathematics and Science
Bangalore Higher Secondary School 1983 — 1985
High School, Mathematics and Science
Hemalatha Yerathi CA,CISA,CRMP's Fidelity Investments Experience June 2005 - May 2007
Job AVP Operational Risk & Controls at Credit Suisse US Ltd
Industry Banking
Experience
Credit Suisse US Ltd June 2015 - Present
Credit Suisse December 2010 - June 2015
KPMG Central & Eastern Europe Ltd. February 2009 - September 2010
Credit Suisse May 2007 - February 2009
Fidelity Investments June 2005 - May 2007
Hewlett PAckard Global E Business January 2003 - December 2004
Hewlett-Packard Financial Services January 2003 - December 2004
Chetan & Gurunath , B.K.Ramadhyani 1999 - 2002
Skills
Team Management, Risk Management, Compliance, SOX, Information Security..., People Management, Governance & Oversight, Sarbanes-Oxley Act, Management, Governance, Operational Risk..., Business Process, Financial Risk, Business Analysis, Business Continuity, Process Improvement, Project Management, Enterprise Risk..., Auditing, Internal Audit, Business Process...
Education
Information Systems Audit and Control Association 2005 — 2006
CISA
Institute Of Chartered Accountants of India 1999 — 2006
Chartered Accountant
Bangalore University 1997 — 2001
Bachelor of Commerce (B.Com.)
A.V.Education Society 1987 — 1996
Higher Secondary School
Credit Suisse US Ltd June 2015 - Present
Credit Suisse December 2010 - June 2015
KPMG Central & Eastern Europe Ltd. February 2009 - September 2010
Credit Suisse May 2007 - February 2009
Fidelity Investments June 2005 - May 2007
Hewlett PAckard Global E Business January 2003 - December 2004
Hewlett-Packard Financial Services January 2003 - December 2004
Chetan & Gurunath , B.K.Ramadhyani 1999 - 2002
Skills
Team Management, Risk Management, Compliance, SOX, Information Security..., People Management, Governance & Oversight, Sarbanes-Oxley Act, Management, Governance, Operational Risk..., Business Process, Financial Risk, Business Analysis, Business Continuity, Process Improvement, Project Management, Enterprise Risk..., Auditing, Internal Audit, Business Process...
Education
Information Systems Audit and Control Association 2005 — 2006
CISA
Institute Of Chartered Accountants of India 1999 — 2006
Chartered Accountant
Bangalore University 1997 — 2001
Bachelor of Commerce (B.Com.)
A.V.Education Society 1987 — 1996
Higher Secondary School
Ahuva Truxton's Fidelity Investments Experience November 2006 - December 2010
Job Data Analyst at Humedica
Industry Information Services
Experience
Humedica July 2014 - Present
EMC September 2011 - July 2014
Fidelity Investments November 2006 - December 2010
BNY Mellon 1997 - 1999
Skills
Oracle PL/SQL..., Microsoft SQL Server, Access, Databases, COBOL, DB2, Analysis, Testing, Data Analysis, SQL, SAS, Project Management, Microsoft Excel, VBA, TSO, CICS, VSAM, Access Lists, SDLC, Endeavor, Excel, SQL Server, ACL, Endevor, Requirements Analysis
Education
Baruch College, City University of New York (CUNY)
MBA, Computer Science
Yeshiva University
B.A, Philosophy
Humedica July 2014 - Present
EMC September 2011 - July 2014
Fidelity Investments November 2006 - December 2010
BNY Mellon 1997 - 1999
Skills
Oracle PL/SQL..., Microsoft SQL Server, Access, Databases, COBOL, DB2, Analysis, Testing, Data Analysis, SQL, SAS, Project Management, Microsoft Excel, VBA, TSO, CICS, VSAM, Access Lists, SDLC, Endeavor, Excel, SQL Server, ACL, Endevor, Requirements Analysis
Education
Baruch College, City University of New York (CUNY)
MBA, Computer Science
Yeshiva University
B.A, Philosophy
Yolanda Dowe-Raymond's Fidelity Investments Experience 1998 - 2007
Job Budget Analyst at Department of Education
Industry Public Policy
Experience
Department of Education February 2007 - Present
Fidelity Investments 1998 - 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Event Planning, Financial Analysis, Analysis, Risk Management, Budgets, Process Improvement, Training, Customer Service, Accounting, Outlook, Nonprofits, Strategic Planning
Education
City University of New York-Baruch College 1993 — 1998
Bachelor of Business Administration (BBA), Finance, General
James Madison High School
Department of Education February 2007 - Present
Fidelity Investments 1998 - 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Event Planning, Financial Analysis, Analysis, Risk Management, Budgets, Process Improvement, Training, Customer Service, Accounting, Outlook, Nonprofits, Strategic Planning
Education
City University of New York-Baruch College 1993 — 1998
Bachelor of Business Administration (BBA), Finance, General
James Madison High School
Venkat Krishna Hariharan's Fidelity Investments Experience July 2014 - Present
Job Manager Software Engineering at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments September 2007 - Present
MphasiS December 2002 - September 2007
Skills
Oracle, Websphere, Weblogic, Tomcat
Education
Bangalore University 1999 — 2002
Fidelity Investments July 2014 - Present
Fidelity Investments September 2007 - Present
MphasiS December 2002 - September 2007
Skills
Oracle, Websphere, Weblogic, Tomcat
Education
Bangalore University 1999 — 2002
Dwayne Logan's Fidelity Investments Experience October 2014 - Present
Job Senior Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments January 2013 - Present
Fidelity Investments November 2009 - January 2013
AXA Equitable April 2009 - October 2009
AXA Equitable October 2008 - April 2009
Fidelity Investments November 2003 - October 2008
Fidelity Investments February 2003 - November 2003
Fidelity Investments April 2002 - December 2002
Skills
Financial Analysis, Process Improvement, Business Analysis, Forecasting, Financial Reporting, Analysis, Budgets, Strategy, Project Management, Management, Business Strategy, Corporate Finance, Six Sigma, Internal Controls, Finance, Mutual Funds, Securities, Financial Services, Business Planning, Strategic Financial..., Managerial Finance, Essbase, Financial Accounting
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
M.B.A., Finance
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Computer Information Systems, Finance
Fidelity Investments October 2014 - Present
Fidelity Investments January 2013 - Present
Fidelity Investments November 2009 - January 2013
AXA Equitable April 2009 - October 2009
AXA Equitable October 2008 - April 2009
Fidelity Investments November 2003 - October 2008
Fidelity Investments February 2003 - November 2003
Fidelity Investments April 2002 - December 2002
Skills
Financial Analysis, Process Improvement, Business Analysis, Forecasting, Financial Reporting, Analysis, Budgets, Strategy, Project Management, Management, Business Strategy, Corporate Finance, Six Sigma, Internal Controls, Finance, Mutual Funds, Securities, Financial Services, Business Planning, Strategic Financial..., Managerial Finance, Essbase, Financial Accounting
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
M.B.A., Finance
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Computer Information Systems, Finance
Mohak Rao, CFA's Fidelity Investments Experience June 2015 - Present
Job Research Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Skills
Credit Analysis, Structured Finance, Financial Modeling, Finance, Fixed Income, Financial Analysis, Credit, Fixed Income Analysis, Bloomberg, Asset Management, Banking, Financial Institutions, Research, Structured Products, Hedge Funds
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2005
MBA, Finance and Investments
Fidelity Investments June 2015 - Present
Skills
Credit Analysis, Structured Finance, Financial Modeling, Finance, Fixed Income, Financial Analysis, Credit, Fixed Income Analysis, Bloomberg, Asset Management, Banking, Financial Institutions, Research, Structured Products, Hedge Funds
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2005
MBA, Finance and Investments
Robert Mascialino's Fidelity Investments Experience
Job Executive Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Education
Baruch College, City University of New York (CUNY) 1985 — 1987
Fidelity Investments
Education
Baruch College, City University of New York (CUNY) 1985 — 1987
Al Casaletto's Fidelity Investments Experience 2008 - Present
Job Logistics and Supply Chain Professional
Industry Logistics and Supply Chain
Experience
Fidelity Investments 2008 - Present
Education
Barry University 1987 — 1988
Fidelity Investments 2008 - Present
Education
Barry University 1987 — 1988
Nixon Lim's Fidelity Investments Experience October 2013 - Present
Job Tax Reporting Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Fidelity Investments January 2013 - September 2013
Fidelity Investments January 2000 - December 2012
Fidelity Investments 1999 - 2000
CREDIT SUISSE FIRST BOSTON, Private Banking, Securities Administration 1997 - 1998
CHASE MANHATTAN BANK, Global Services Delivery/Cash Management 1994 - 1997
BROWN BROTHERS HARRIMAN AND COMPANY, Income Collection 1989 - 1994
Skills
Series 7, Series 24, FINRA, Performance Measurement, Account Reconciliation, Analysis, Leadership, Management, Process Improvement, Equities, Fixed Income, Business Requirements, Corporate Actions, Back Office, Options, Bonds, Business Analysis, Testing, Finance, Requirements Gathering, Portfolio Management, Investments, Asset Managment, Risk Management, Financial Services, Securities, Asset Management
Education
Baruch College, City University of New York (CUNY)
Bachelor, Business Administration in Finance
Fidelity Investments October 2013 - Present
Fidelity Investments January 2013 - September 2013
Fidelity Investments January 2000 - December 2012
Fidelity Investments 1999 - 2000
CREDIT SUISSE FIRST BOSTON, Private Banking, Securities Administration 1997 - 1998
CHASE MANHATTAN BANK, Global Services Delivery/Cash Management 1994 - 1997
BROWN BROTHERS HARRIMAN AND COMPANY, Income Collection 1989 - 1994
Skills
Series 7, Series 24, FINRA, Performance Measurement, Account Reconciliation, Analysis, Leadership, Management, Process Improvement, Equities, Fixed Income, Business Requirements, Corporate Actions, Back Office, Options, Bonds, Business Analysis, Testing, Finance, Requirements Gathering, Portfolio Management, Investments, Asset Managment, Risk Management, Financial Services, Securities, Asset Management
Education
Baruch College, City University of New York (CUNY)
Bachelor, Business Administration in Finance
Elise Dubinsky's Fidelity Investments Experience April 2004 - January 2011
Job Director, Business Applications Integration at American Tower
Industry Information Technology and Services
Experience
American Tower September 2015 - Present
American Tower July 2014 - September 2015
American Tower January 2014 - July 2014
American Tower July 2011 - January 2014
American Tower January 2011 - July 2011
Fidelity Investments April 2004 - January 2011
Allied Domecq 1997 - 2004
Skills
Requirements Analysis, IT Operations, Vendor Management, Business Process, Business Intelligence, SDLC, Visio, eGain, Incident Management, Testing, Software Development, Requirements Gathering, Business Analysis, Business Process..., Systems Analysis, Cross-functional Team..., Software Project..., Integration, IT Management, Disaster Recovery, SharePoint, Data Warehousing, IT Strategy, Software Documentation, Management, Telecommunications
Education
Barry University 1982 — 1986
Bachelor of Science, Computer Science
University of South Florida 1982 — 1984
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
American Tower September 2015 - Present
American Tower July 2014 - September 2015
American Tower January 2014 - July 2014
American Tower July 2011 - January 2014
American Tower January 2011 - July 2011
Fidelity Investments April 2004 - January 2011
Allied Domecq 1997 - 2004
Skills
Requirements Analysis, IT Operations, Vendor Management, Business Process, Business Intelligence, SDLC, Visio, eGain, Incident Management, Testing, Software Development, Requirements Gathering, Business Analysis, Business Process..., Systems Analysis, Cross-functional Team..., Software Project..., Integration, IT Management, Disaster Recovery, SharePoint, Data Warehousing, IT Strategy, Software Documentation, Management, Telecommunications
Education
Barry University 1982 — 1986
Bachelor of Science, Computer Science
University of South Florida 1982 — 1984
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Nancy Burt's Fidelity Investments Experience March 2011 - Present
Job Counterparty Research & Analysis Information Analyst
Industry Information Technology and Services
Experience
Fidelity Investments March 2011 - Present
Fidelity Investments February 2006 - March 2011
Fidelity Investments September 2005 - February 2006
Fidelity Investments May 2005 - September 2005
Fidelity Investments January 2005 - May 2005
Cheng & Tsui Company July 1999 - July 2003
Education
Simmons College -Graduate School of Library and Information Science 2003 — 2005
MLS, Library/Information Science
Bates College 1995 — 1999
BA, Chinese, English
Fidelity Investments March 2011 - Present
Fidelity Investments February 2006 - March 2011
Fidelity Investments September 2005 - February 2006
Fidelity Investments May 2005 - September 2005
Fidelity Investments January 2005 - May 2005
Cheng & Tsui Company July 1999 - July 2003
Education
Simmons College -Graduate School of Library and Information Science 2003 — 2005
MLS, Library/Information Science
Bates College 1995 — 1999
BA, Chinese, English
Mukund Katte's Fidelity Investments Experience February 2005 - May 2006
Job BI Consultant
Industry Computer Software
Experience
Accenture January 2011 - August 2015
Cisco Systems September 2008 - November 2010
Delta Dental February 2009 - August 2009
Informatica June 2006 - December 2007
Fidelity Investments February 2005 - May 2006
Oracle August 2003 - January 2005
Skills
Data Warehousing, Teradata, Business Intelligence, Data Modeling, Data Migration, Oracle, Unix, SDLC, AIX, SQL
Education
Nova Southeastern University 2001 — 2002
Master of Science (M.S.), Computer Information Systems
Bangalore University 1993 — 1997
Bachelor of Engineering (B.E.), Mechanical Engineering
Florida International University
Florida International University
Accenture January 2011 - August 2015
Cisco Systems September 2008 - November 2010
Delta Dental February 2009 - August 2009
Informatica June 2006 - December 2007
Fidelity Investments February 2005 - May 2006
Oracle August 2003 - January 2005
Skills
Data Warehousing, Teradata, Business Intelligence, Data Modeling, Data Migration, Oracle, Unix, SDLC, AIX, SQL
Education
Nova Southeastern University 2001 — 2002
Master of Science (M.S.), Computer Information Systems
Bangalore University 1993 — 1997
Bachelor of Engineering (B.E.), Mechanical Engineering
Florida International University
Florida International University
Shelby Tong's Fidelity Investments Experience June 2010 - August 2012
Job at
Industry Financial Services
Experience
State Street 2012 - Present
Fidelity Investments June 2010 - August 2012
Rodman & Renshaw 2008 - 2009
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
MBA, Finance and Statistics
State Street 2012 - Present
Fidelity Investments June 2010 - August 2012
Rodman & Renshaw 2008 - 2009
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
MBA, Finance and Statistics
Debbie Haggerty's Fidelity Investments Experience May 1993 - September 1995
Job Managing Member at mediaworks, LLC
Industry Marketing and Advertising
Experience
Mediaworks June 2000 - Present
Wallwork Curry April 1998 - May 2000
Ingalls Advertising September 1995 - April 1998
Fidelity Investments May 1993 - September 1995
Arnold Advertising 1988 - 1993
NW Ayer March 1986 - June 1988
Skills
Media Planning, Media Buying, Marketing Strategy, Advertising, Marketing Communications, Integrated Marketing, Interactive Media..., Digital Marketing, Online Advertising, Social Media Marketing, Digital Media, Digital Strategy, Social Media
Education
Barnard College 1981 — 1985
BA, Political Economics
Miss Porter's School 1978 — 1981
Mediaworks June 2000 - Present
Wallwork Curry April 1998 - May 2000
Ingalls Advertising September 1995 - April 1998
Fidelity Investments May 1993 - September 1995
Arnold Advertising 1988 - 1993
NW Ayer March 1986 - June 1988
Skills
Media Planning, Media Buying, Marketing Strategy, Advertising, Marketing Communications, Integrated Marketing, Interactive Media..., Digital Marketing, Online Advertising, Social Media Marketing, Digital Media, Digital Strategy, Social Media
Education
Barnard College 1981 — 1985
BA, Political Economics
Miss Porter's School 1978 — 1981
Roy F Lockhart's Fidelity Investments Experience January 2007 - November 2008
Job Director of Quality Assurance at UpToDate
Industry Hospital & Health Care
Experience
UpToDate January 2009 - July 2015
Fidelity Investments January 2007 - November 2008
Fidelity Investments May 2005 - December 2006
Fidelity Investments April 1996 - May 2005
Fidelity Investments May 1995 - March 1996
Dun & Bradstreet Software October 1992 - May 1995
Skills
SDLC, User Acceptance Testing, Agile Methodologies, Software Quality..., Quality Assurance, Testing, Test Management, Test Planning, System Testing, Performance Testing, Regression Testing, Test Strategy, Process Improvement, Program Management
Education
Bates College 1972 — 1976
BA, Government
Bentley University 1982 — 1987
MBA, Computer Information Systems
UpToDate January 2009 - July 2015
Fidelity Investments January 2007 - November 2008
Fidelity Investments May 2005 - December 2006
Fidelity Investments April 1996 - May 2005
Fidelity Investments May 1995 - March 1996
Dun & Bradstreet Software October 1992 - May 1995
Skills
SDLC, User Acceptance Testing, Agile Methodologies, Software Quality..., Quality Assurance, Testing, Test Management, Test Planning, System Testing, Performance Testing, Regression Testing, Test Strategy, Process Improvement, Program Management
Education
Bates College 1972 — 1976
BA, Government
Bentley University 1982 — 1987
MBA, Computer Information Systems
Jay Salamone's Fidelity Investments Experience Financial AdvisorPaineWebberAugust 1998 - January 2000
Job VP, Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Financial AdvisorPaineWebberAugust 1998 - January 2000
Education
Barry University
Health Sciences, Occupational Therapy
Fidelity Investments Financial AdvisorPaineWebberAugust 1998 - January 2000
Education
Barry University
Health Sciences, Occupational Therapy
Kyth Trieu, CAPM CSM's Fidelity Investments Experience December 2004 - March 2006
Job Provider Relations Manager, Special Markets at Senior Whole Health
Industry Hospital & Health Care
Experience
Senior Whole Health March 2014 - Present
Amerigroup January 2013 - March 2014
DentaQuest September 2011 - December 2012
Health Plus PHSP. Inc December 2009 - September 2011
Health Plus December 2008 - November 2009
BNY Mellon March 2006 - April 2008
Fidelity Investments December 2004 - March 2006
JPMorgan Chase November 2000 - October 2004
Skills
Financial Analysis, Project Management, Agile Methodologies, Scrum, Microsoft Excel, Business Analysis, PowerPoint, Access, Process Improvement, Data Analysis, ITIL, Six Sigma, Kanban, Relationship Management, CRM, SDLC, Program Management, Management, Training, Leadership, Team Building, Insurance, Cross-functional Team..., Strategic Planning, Recruiting
Education
Baruch College, City University of New York (CUNY) 1999 — 2004
Bachelors, Finance
Senior Whole Health March 2014 - Present
Amerigroup January 2013 - March 2014
DentaQuest September 2011 - December 2012
Health Plus PHSP. Inc December 2009 - September 2011
Health Plus December 2008 - November 2009
BNY Mellon March 2006 - April 2008
Fidelity Investments December 2004 - March 2006
JPMorgan Chase November 2000 - October 2004
Skills
Financial Analysis, Project Management, Agile Methodologies, Scrum, Microsoft Excel, Business Analysis, PowerPoint, Access, Process Improvement, Data Analysis, ITIL, Six Sigma, Kanban, Relationship Management, CRM, SDLC, Program Management, Management, Training, Leadership, Team Building, Insurance, Cross-functional Team..., Strategic Planning, Recruiting
Education
Baruch College, City University of New York (CUNY) 1999 — 2004
Bachelors, Finance
Joan Tuohy, PMP's Fidelity Investments Experience 1995 - 1997
Job Certified Project Manager
Industry Financial Services
Experience
MetLife 2008 - Present
MetLife January 2004 - November 2004
MetLife 1997 - 2002
Fidelity Investments 1995 - 1997
Bankers Trust Company 1989 - 1995
Goldman Sachs 1987 - 1989
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
MetLife 2008 - Present
MetLife January 2004 - November 2004
MetLife 1997 - 2002
Fidelity Investments 1995 - 1997
Bankers Trust Company 1989 - 1995
Goldman Sachs 1987 - 1989
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
Raju Channaveerappa's Fidelity Investments Experience December 2011 - July 2012
Job Manager at Accenture
Industry Financial Services
Experience
Accenture August 2012 - Present
Fidelity Investments December 2011 - July 2012
Fidelity Investments 1997 - November 2011
Fidelity Investment 2005 - 2011
Skills
Disaster Recovery, Unix, Integration, Vendor Management, High Availability, SDLC, Requirements Analysis, Enterprise Software, System Administration, IT Service Management, IT Strategy, Virtualization, Enterprise Architecture, VMware, Incident Management, Data Center, IBM Rational Tools, Security, Business Service..., System Architecture, Linux, Infrastructure..., License Management, Capacity Planning, Resource Management, Performance Management, Hybrid Cloud, Private Cloud, IT Operations Management, IT Infrastructure..., Cloud Computing, Cloud Computing IaaS, OpenStack, Amazon Web Services..., Data Center..., Application Migrations, IT Infrastructure Design
Education
Clark University 2009 — 2011
Master of Business Administration (MBA), Finance & Information Systems
Bangalore University
Engineer's Degree, Electronics and Communications
Accenture August 2012 - Present
Fidelity Investments December 2011 - July 2012
Fidelity Investments 1997 - November 2011
Fidelity Investment 2005 - 2011
Skills
Disaster Recovery, Unix, Integration, Vendor Management, High Availability, SDLC, Requirements Analysis, Enterprise Software, System Administration, IT Service Management, IT Strategy, Virtualization, Enterprise Architecture, VMware, Incident Management, Data Center, IBM Rational Tools, Security, Business Service..., System Architecture, Linux, Infrastructure..., License Management, Capacity Planning, Resource Management, Performance Management, Hybrid Cloud, Private Cloud, IT Operations Management, IT Infrastructure..., Cloud Computing, Cloud Computing IaaS, OpenStack, Amazon Web Services..., Data Center..., Application Migrations, IT Infrastructure Design
Education
Clark University 2009 — 2011
Master of Business Administration (MBA), Finance & Information Systems
Bangalore University
Engineer's Degree, Electronics and Communications
Barbara McIntyre's Fidelity Investments Experience 1986 - 1989
Job Acupuncturist at Alchemy Healing Arts
Industry Health, Wellness and Fitness
Experience
Alchemy Healing 1996 - Present
Haven Institute 2001 - 2001
Fidelity Investments 1986 - 1989
Skills
Acupuncture, Health, Traditional Chinese..., Cupping, Chronic Illness, Alternative Medicine, Digestive Disorders, Healing, Chronic Pain, Wellness, Holistic Health, Pain Management, Energy Healing, Bodywork, Headaches, Wellbeing, Nutritional Counseling, Reiki, Supplements, Relaxation, Insomnia, Stress Management, Fibromyalgia, Sports Injuries, Stress, Nutrition, Back Pain, Reflexology, Aromatherapy, Trigger Point Therapy, Medical Massage, Public Speaking, Wellness Coaching, Coaching
Education
Bastyr University 1991 — 1996
B.S. and M.S., Acupuncture and Oriental Medicine
Edmonds Community College 1989 — 1991
A.A., Pre-Medicine
Alchemy Healing 1996 - Present
Haven Institute 2001 - 2001
Fidelity Investments 1986 - 1989
Skills
Acupuncture, Health, Traditional Chinese..., Cupping, Chronic Illness, Alternative Medicine, Digestive Disorders, Healing, Chronic Pain, Wellness, Holistic Health, Pain Management, Energy Healing, Bodywork, Headaches, Wellbeing, Nutritional Counseling, Reiki, Supplements, Relaxation, Insomnia, Stress Management, Fibromyalgia, Sports Injuries, Stress, Nutrition, Back Pain, Reflexology, Aromatherapy, Trigger Point Therapy, Medical Massage, Public Speaking, Wellness Coaching, Coaching
Education
Bastyr University 1991 — 1996
B.S. and M.S., Acupuncture and Oriental Medicine
Edmonds Community College 1989 — 1991
A.A., Pre-Medicine
Alok Kulkarni's Fidelity Investments Experience August 2005 - 2009
Job Application Manager and Solution Architect at Bose
Industry Insurance
Experience
Patni Computer Services 2010 - Present
Ciber Inc 2009 - June 2010
Fidelity Investments August 2005 - 2009
Optimos January 2003 - July 2005
Cognizant Technology Solutions May 2000 - December 2002
Reliance Industry September 1995 - April 2000
Tata Chemicals 1992 - 1995
Education
Barkatullah Vishwavidyalaya 1986 — 1991
B.E, Mechanical
Patni Computer Services 2010 - Present
Ciber Inc 2009 - June 2010
Fidelity Investments August 2005 - 2009
Optimos January 2003 - July 2005
Cognizant Technology Solutions May 2000 - December 2002
Reliance Industry September 1995 - April 2000
Tata Chemicals 1992 - 1995
Education
Barkatullah Vishwavidyalaya 1986 — 1991
B.E, Mechanical
Raghavendra Dinavahi's Fidelity Investments Experience 2005 - 2007
Job Senior .Net Consultant at Prudential Financial
Industry Information Technology and Services
Experience
Solutions Delivery Inc September 2008 - Present
Prudential Financial March 2010 - December 2010
Redcats 2010 - 2010
Blue Cross Blue Shield of Florida March 2009 - December 2009
Chrysler August 2008 - December 2008
Collabera September 2007 - July 2008
Fidelity Investments 2005 - 2007
Skills
Design Patterns, Web Services, Software Development, ASP.NET, Team Management, Requirements Analysis, .NET, Agile Methodologies, SOA, WCF
Education
Bangalore University
BE, Engineering
Solutions Delivery Inc September 2008 - Present
Prudential Financial March 2010 - December 2010
Redcats 2010 - 2010
Blue Cross Blue Shield of Florida March 2009 - December 2009
Chrysler August 2008 - December 2008
Collabera September 2007 - July 2008
Fidelity Investments 2005 - 2007
Skills
Design Patterns, Web Services, Software Development, ASP.NET, Team Management, Requirements Analysis, .NET, Agile Methodologies, SOA, WCF
Education
Bangalore University
BE, Engineering
Saru Brochu's Fidelity Investments Experience September 2000 - April 2001
Job Business Analyst at Emc Corporation
Industry Computer Software
Experience
EMC Corporation December 2010 - June 2012
The Hanover Insurance Group June 2010 - December 2010
EMC Corporation 2007 - 2009
Wilson Language Corp January 2006 - December 2006
Informa May 2002 - December 2005
Instron Corporation December 2001 - June 2002
Fidelity Investments September 2000 - April 2001
Skills
Databases, Requirements Analysis, SQL, Software Documentation, Project Management, Access, Testing, Email Marketing, Cross-functional Team..., Troubleshooting, Business Process, Analysis, .NET
Education
Bangalore University
B'Com, - Economics, Accounting, Auditing
Quinsigamond Community College
Information Systems - Credit Courses
Worcester Polytechnic Institute
Web Development E-commerce Certification
Worcester State University
Microsoft Application Credit Courses
EMC Corporation December 2010 - June 2012
The Hanover Insurance Group June 2010 - December 2010
EMC Corporation 2007 - 2009
Wilson Language Corp January 2006 - December 2006
Informa May 2002 - December 2005
Instron Corporation December 2001 - June 2002
Fidelity Investments September 2000 - April 2001
Skills
Databases, Requirements Analysis, SQL, Software Documentation, Project Management, Access, Testing, Email Marketing, Cross-functional Team..., Troubleshooting, Business Process, Analysis, .NET
Education
Bangalore University
B'Com, - Economics, Accounting, Auditing
Quinsigamond Community College
Information Systems - Credit Courses
Worcester Polytechnic Institute
Web Development E-commerce Certification
Worcester State University
Microsoft Application Credit Courses
Sanjay Patankar's Fidelity Investments Experience June 1992 - June 2009
Job Examination Manager at FINRA
Industry Financial Services
Experience
FINRA August 2009 - Present
Fidelity Investments June 1992 - June 2009
Fidelity Investments July 2000 - May 2004
Fidelity Investments January 1997 - July 2000
Fidelity Investments June 1992 - December 1996
Smith Barney, Inc June 1990 - May 1992
Skills
Securities, Internal Controls, Auditing, Capital Markets, Portfolio Management, Financial Services, Analysis, Trading, Account Reconciliation, Management, Internal Audit, Mutual Funds, Equities, Series 7, Fixed Income
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2004
MBA
New York Institute of Technology 1985 — 1989
BS
Bangalore University 1975 — 1978
B.Sc.
Bangalore University 1975 — 1978
St. Joseph's College of Arts and Science, Bangalore University 1975 — 1978
BS
st joseph's college 1975 — 1978
B.Sc.
FINRA August 2009 - Present
Fidelity Investments June 1992 - June 2009
Fidelity Investments July 2000 - May 2004
Fidelity Investments January 1997 - July 2000
Fidelity Investments June 1992 - December 1996
Smith Barney, Inc June 1990 - May 1992
Skills
Securities, Internal Controls, Auditing, Capital Markets, Portfolio Management, Financial Services, Analysis, Trading, Account Reconciliation, Management, Internal Audit, Mutual Funds, Equities, Series 7, Fixed Income
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2004
MBA
New York Institute of Technology 1985 — 1989
BS
Bangalore University 1975 — 1978
B.Sc.
Bangalore University 1975 — 1978
St. Joseph's College of Arts and Science, Bangalore University 1975 — 1978
BS
st joseph's college 1975 — 1978
B.Sc.
Nivedita Kakkar's Fidelity Investments Experience September 2011 - December 2014
Job .NET developer at TrialCard
Industry Computer Software
Experience
TrialCard December 2014 - Present
Fidelity Investments September 2011 - December 2014
Sensus August 2011 - September 2011
Patagonia Health February 2011 - July 2011
DataDirect Technologies February 2006 - November 2010
Tata Unisys 1995 - 1997
Priyadarshani College of Computer Science November 1994 - April 1995
NIIT Technologies Limited March 1992 - October 1994
Skills
Unix, Databases, SDLC, XML, Requirements Analysis, Microsoft SQL Server, Java, Linux, Agile Methodologies, Software Development
Education
North Carolina State University 2002 — 2004
MS, Computer Science
Barkatullah Vishwavidyalaya 1987 — 1991
BE, Computer Technology
TrialCard December 2014 - Present
Fidelity Investments September 2011 - December 2014
Sensus August 2011 - September 2011
Patagonia Health February 2011 - July 2011
DataDirect Technologies February 2006 - November 2010
Tata Unisys 1995 - 1997
Priyadarshani College of Computer Science November 1994 - April 1995
NIIT Technologies Limited March 1992 - October 1994
Skills
Unix, Databases, SDLC, XML, Requirements Analysis, Microsoft SQL Server, Java, Linux, Agile Methodologies, Software Development
Education
North Carolina State University 2002 — 2004
MS, Computer Science
Barkatullah Vishwavidyalaya 1987 — 1991
BE, Computer Technology
Barbara Busch, SPHR's Fidelity Investments Experience October 1999 - October 2001
Job Benefits Manager
Industry Human Resources
Experience
Hebrew Home at Riverdale April 2013 - Present
AboveNet August 2011 - July 2012
Robison Oil January 2008 - January 2010
Gevity March 2005 - January 2008
L-3 Communications December 2001 - December 2004
Fidelity Investments October 1999 - October 2001
Times Mirror Magazines January 1990 - July 1999
Skills
Executive Coaching, Employee Relations, Payroll, Benefits Administration, Human Resources, Project Planning, Talent Acquisition, Recruiting, Management, HRIS, Employee Benefits, Process Improvement, Budgets, Vendor Management, Conflict Resolution, Deferred Compensation, Strategic Planning
Education
Baruch College, City University of New York (CUNY)
BBA, Human Resources Management
Hebrew Home at Riverdale April 2013 - Present
AboveNet August 2011 - July 2012
Robison Oil January 2008 - January 2010
Gevity March 2005 - January 2008
L-3 Communications December 2001 - December 2004
Fidelity Investments October 1999 - October 2001
Times Mirror Magazines January 1990 - July 1999
Skills
Executive Coaching, Employee Relations, Payroll, Benefits Administration, Human Resources, Project Planning, Talent Acquisition, Recruiting, Management, HRIS, Employee Benefits, Process Improvement, Budgets, Vendor Management, Conflict Resolution, Deferred Compensation, Strategic Planning
Education
Baruch College, City University of New York (CUNY)
BBA, Human Resources Management
Syed Hunain Zia's Fidelity Investments Experience July 2012 - March 2014
Job Senior Actuarial Associate at Blue Cross and Blue Shield of Texas
Industry Financial Services
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas February 2015 - Present
Towers Watson March 2014 - February 2015
Fidelity Investments July 2012 - March 2014
Buck Consultants November 2010 - July 2012
Skills
Actuarial Science, Employee Benefits, ALM, Pensions, Defined Benefit, Leadership, Actuaries, Retirement, Valuation, Defined Contribution, Pension Administration, Actuarial Consulting, ERISA, Retirement Plan..., Pension Funds, Embedded Value
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
B.A., Actuarial Science
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas February 2015 - Present
Towers Watson March 2014 - February 2015
Fidelity Investments July 2012 - March 2014
Buck Consultants November 2010 - July 2012
Skills
Actuarial Science, Employee Benefits, ALM, Pensions, Defined Benefit, Leadership, Actuaries, Retirement, Valuation, Defined Contribution, Pension Administration, Actuarial Consulting, ERISA, Retirement Plan..., Pension Funds, Embedded Value
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
B.A., Actuarial Science
Renata Stark's Fidelity Investments Experience April 2010 - Present
Job Accounting Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2010 - Present
Neuberger Berman January 2009 - July 2010
JPMorgan Chase 2000 - 2006
JPMorgan 2000 - 2006
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
Fidelity Investments April 2010 - Present
Neuberger Berman January 2009 - July 2010
JPMorgan Chase 2000 - 2006
JPMorgan 2000 - 2006
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
Pradeep Gotaparthy's Fidelity Investments Experience August 2012 - Present
Job Sr Development manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Skills
SDLC, Software Project..., Requirements Analysis, Business Analysis, Agile Methodologies, Agile Project Management, SOA, PMP, Requirements Gathering, PMO, Enterprise Architecture, Project Portfolio...
Education
Bangalore University
Fidelity Investments August 2012 - Present
Skills
SDLC, Software Project..., Requirements Analysis, Business Analysis, Agile Methodologies, Agile Project Management, SOA, PMP, Requirements Gathering, PMO, Enterprise Architecture, Project Portfolio...
Education
Bangalore University
Leora Holzer's Fidelity Investments Experience April 2014 - Present
Job Private Client Group Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments October 2010 - April 2014
Fidelity Investments March 2010 - October 2010
Fidelity Investments November 2008 - March 2010
UBS Wealth Management 2007 - 2008
Hillel 2006 - 2007
Skills
Excel, Word, PowerPoint, Minitab, Outlook, Fundraising, Non-profits, Event Planning, Microsoft Excel, Microsoft Word, Public Speaking, Social Networking, Financial Analysis, Nonprofits, Research
Education
University of North Florida - College of Business Administration 2009 — 2012
MBA, Concentration: Finance
Barnard College 2002 — 2006
BA, Major: Psychology, Minor: English
Jewish Theological Seminary 2002 — 2006
BA, Major: Midrash/Biblical Exegesis
Solomon Schechter
Fidelity Investments April 2014 - Present
Fidelity Investments October 2010 - April 2014
Fidelity Investments March 2010 - October 2010
Fidelity Investments November 2008 - March 2010
UBS Wealth Management 2007 - 2008
Hillel 2006 - 2007
Skills
Excel, Word, PowerPoint, Minitab, Outlook, Fundraising, Non-profits, Event Planning, Microsoft Excel, Microsoft Word, Public Speaking, Social Networking, Financial Analysis, Nonprofits, Research
Education
University of North Florida - College of Business Administration 2009 — 2012
MBA, Concentration: Finance
Barnard College 2002 — 2006
BA, Major: Psychology, Minor: English
Jewish Theological Seminary 2002 — 2006
BA, Major: Midrash/Biblical Exegesis
Solomon Schechter
Mahaveera Pushparaju's Fidelity Investments Experience January 2014 - Present
Job Director Quality Assurance Management
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments October 2010 - January 2014
Fidelity Investments August 2006 - September 2010
Fidelity Investments August 2000 - August 2006
Sun Microsystems, Burlington, MA December 1998 - July 2000
Kanbay 1996 - 1997
Skills
SDLC, Software Quality..., Test Automation, Quality Center, Agile Methodologies, Project Management, Team Leadership, Cross-functional Team..., Program Management, Strategic Planning, Master Data Management, Mutual Fund Processing, Requirements Analysis, Software Project..., User Acceptance Testing
Education
Brandeis University 2000 — 2002
M.S, Software Engineering
Bangalore University 1991 — 1995
Bachelor's degree, Instrumentation Technology/Technician
Fidelity Investments January 2014 - Present
Fidelity Investments October 2010 - January 2014
Fidelity Investments August 2006 - September 2010
Fidelity Investments August 2000 - August 2006
Sun Microsystems, Burlington, MA December 1998 - July 2000
Kanbay 1996 - 1997
Skills
SDLC, Software Quality..., Test Automation, Quality Center, Agile Methodologies, Project Management, Team Leadership, Cross-functional Team..., Program Management, Strategic Planning, Master Data Management, Mutual Fund Processing, Requirements Analysis, Software Project..., User Acceptance Testing
Education
Brandeis University 2000 — 2002
M.S, Software Engineering
Bangalore University 1991 — 1995
Bachelor's degree, Instrumentation Technology/Technician
Steven Hirschfeld's Fidelity Investments Experience May 2007 - November 2008
Job
Industry Financial Services
Experience
Wells Fargo Advisors November 2008 - April 2011
Fidelity Investments May 2007 - November 2008
Davis School District January 2002 - May 2005
Skills
Mutual Funds, Portfolio Management, Series 7
Education
City University of New York-Baruch College
MBA
University of Utah
Bachelor of Science (BS)
Weber State University
Bachelor of Science (B.S.)
Wells Fargo Advisors November 2008 - April 2011
Fidelity Investments May 2007 - November 2008
Davis School District January 2002 - May 2005
Skills
Mutual Funds, Portfolio Management, Series 7
Education
City University of New York-Baruch College
MBA
University of Utah
Bachelor of Science (BS)
Weber State University
Bachelor of Science (B.S.)
Joe Pang's Fidelity Investments Experience February 2012 - Present
Job Quality Control at Security Master and Pricing
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
MSCI Inc. October 2010 - Present
Deutsche Bank September 2006 - September 2010
Cantor Fitzgerald May 2004 - July 2006
Citigroup Asset Management 2003 - 2004
Skills
Fixed Income, Derivatives, Bloomberg, Equities, Settlement, Hedge Funds, Back Office, Corporate Actions
Education
Baruch College, City University of New York (CUNY)
B.B.A, Finance and Investment
Fidelity Investments February 2012 - Present
MSCI Inc. October 2010 - Present
Deutsche Bank September 2006 - September 2010
Cantor Fitzgerald May 2004 - July 2006
Citigroup Asset Management 2003 - 2004
Skills
Fixed Income, Derivatives, Bloomberg, Equities, Settlement, Hedge Funds, Back Office, Corporate Actions
Education
Baruch College, City University of New York (CUNY)
B.B.A, Finance and Investment
Matthew Meyerowitz's Fidelity Investments Experience June 2010 - August 2010
Job MS Finance Candiate
Industry Financial Services
Experience
Gold & Meyer's September 2013 - Present
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Fidelity Investments June 2010 - August 2010
Skills
Team Leadership, Problem Solving, Financial Analysis, Financial Reporting, Customer Service, Finance, Microsoft Excel, Leadership
Education
Baruch College, City University of New York (CUNY) 2015 — 2019
Master of Science (MS), Finance, General
Indiana University Bloomington 2009 — 2013
Bachelor of Science (BS), Finance, General
Gold & Meyer's September 2013 - Present
Morgan Stanley June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Fidelity Investments June 2010 - August 2010
Skills
Team Leadership, Problem Solving, Financial Analysis, Financial Reporting, Customer Service, Finance, Microsoft Excel, Leadership
Education
Baruch College, City University of New York (CUNY) 2015 — 2019
Master of Science (MS), Finance, General
Indiana University Bloomington 2009 — 2013
Bachelor of Science (BS), Finance, General
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank