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
Kelly McGreevy Kelly McGreevy's Fidelity Investments Experience May 2014 - Present
Job Mobile Product Manager, MBA
Industry Research
Experience
Fidelity Investments May 2014 - Present
Education
UMass Boston 2012 — 2015
Master of Business Administration (MBA)
Providence College 2004 — 2008
BS
Richmond, The American International University in London 2007 — 2007
Hingham High School 2001 — 2004
Fidelity Investments May 2014 - Present
Education
UMass Boston 2012 — 2015
Master of Business Administration (MBA)
Providence College 2004 — 2008
BS
Richmond, The American International University in London 2007 — 2007
Hingham High School 2001 — 2004
Vinoth Krishnamurthy Vinoth Krishnamurthy's Fidelity Investments Experience February 2010 - April 2011
Job Oracle Techincal Client Manager at Navisite
Industry Information Technology and Services
Experience
Navisite July 2014 - Present
Dell April 2011 - July 2014
Fidelity Investments February 2010 - April 2011
Infosys November 2005 - February 2010
Skills
Environments Manager, oracle applications DBA, MySQL, PeopleSoft, Oracle Fusion Middleware, Oracle, Solaris, Oracle E-Business Suite, Performance Tuning, Databases
Education
Institute of Chartered Financial Analysts of India (ICFAI) University 2011 — 2015
Online MBA IT & Systems, Business Administration and Management, General
Pondicherry University 2001 — 2005
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering, 80.6%
Navisite July 2014 - Present
Dell April 2011 - July 2014
Fidelity Investments February 2010 - April 2011
Infosys November 2005 - February 2010
Skills
Environments Manager, oracle applications DBA, MySQL, PeopleSoft, Oracle Fusion Middleware, Oracle, Solaris, Oracle E-Business Suite, Performance Tuning, Databases
Education
Institute of Chartered Financial Analysts of India (ICFAI) University 2011 — 2015
Online MBA IT & Systems, Business Administration and Management, General
Pondicherry University 2001 — 2005
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering, 80.6%
George Vartanian George Vartanian's Fidelity Investments Experience October 2014 - Present
Job Regional Investment Consultant Institutional Insurance Subaccount Sales (IISS) at Fidelity Investments
Industry Banking
Experience
Fidelity Investments October 2014 - Present
Education
Providence College 2006 — 2010
Bachelor of Science, Finance
Fidelity Investments October 2014 - Present
Education
Providence College 2006 — 2010
Bachelor of Science, Finance
Daniel Delfino Daniel Delfino's Fidelity Investments Experience April 2006 - April 2008
Job Planning Section Manager at Alaska Housing Finance Corporation
Industry Government Administration
Experience
Alaska Housing Finance Corporation November 2014 - Present
Alaska Housing Finance Corporation (AHFC) April 2008 - November 2014
Fidelity Investments April 2006 - April 2008
Skills
Affordable Housing, Policy, Land Use Planning, Real Estate, Strategic Planning, Urban Planning, Real Estate Negotiations, Quantitative Research..., Presentation & Public..., Underwriting and..., Economic Development, Land Use, Public Speaking, Property Management
Education
The University of New Mexico
M.A., Economics
Portland State University
B.S., Economics
Alaska Housing Finance Corporation November 2014 - Present
Alaska Housing Finance Corporation (AHFC) April 2008 - November 2014
Fidelity Investments April 2006 - April 2008
Skills
Affordable Housing, Policy, Land Use Planning, Real Estate, Strategic Planning, Urban Planning, Real Estate Negotiations, Quantitative Research..., Presentation & Public..., Underwriting and..., Economic Development, Land Use, Public Speaking, Property Management
Education
The University of New Mexico
M.A., Economics
Portland State University
B.S., Economics
Cindy Higby's Fidelity Investments Experience September 2000 - November 2003
Job Creative Partner Freelance Photographer
Industry Photography
Experience
CindyHigby.com December 2008 - Present
Laser Image Inc. 2007 - Present
Travelocity June 2008 - December 2008
GlobalTec Solutions 2005 - 2007
Fidelity Investments September 2000 - November 2003
Brown and Partners March 1999 - September 2000
The Zurn Corporation February 1998 - March 1999
AdMasters March 1997 - February 1998
Mars Promotional Services December 1993 - March 1997
Skills
Flash Animation, Photoshop, Illustrator, PowerPoint, Word, InDesign, iMovie, Adobe After Effects, Adobe Premiere Pro, Video Editing, Copywriting, SEO, Mentor for Social Media..., Data Visualization, Infographics, Microsoft Word, Social Media, Email Marketing, Video, Adobe Creative Suite, Social Media Marketing, Premiere, Editing, Information Graphics, Graphic Design, Facebook, Blogging, Multimedia, Direct Mail, Press Releases, Advertising, Brochures, E-commerce, Art Direction, Google Analytics, Creative Direction, Interaction Design, Graphics, Collateral, Marketing, Layout, Illustration, QuarkXPress, Brand Development, Web Design
Education
Pratt Institute 1979 — 1983
BFA
CindyHigby.com December 2008 - Present
Laser Image Inc. 2007 - Present
Travelocity June 2008 - December 2008
GlobalTec Solutions 2005 - 2007
Fidelity Investments September 2000 - November 2003
Brown and Partners March 1999 - September 2000
The Zurn Corporation February 1998 - March 1999
AdMasters March 1997 - February 1998
Mars Promotional Services December 1993 - March 1997
Skills
Flash Animation, Photoshop, Illustrator, PowerPoint, Word, InDesign, iMovie, Adobe After Effects, Adobe Premiere Pro, Video Editing, Copywriting, SEO, Mentor for Social Media..., Data Visualization, Infographics, Microsoft Word, Social Media, Email Marketing, Video, Adobe Creative Suite, Social Media Marketing, Premiere, Editing, Information Graphics, Graphic Design, Facebook, Blogging, Multimedia, Direct Mail, Press Releases, Advertising, Brochures, E-commerce, Art Direction, Google Analytics, Creative Direction, Interaction Design, Graphics, Collateral, Marketing, Layout, Illustration, QuarkXPress, Brand Development, Web Design
Education
Pratt Institute 1979 — 1983
BFA
Idina Holden Idina Holden's Fidelity Investments Experience January 2008 - September 2010
Job Leader in Benefits Outsourcing
Industry Outsourcing/Offshoring
Experience
BridgePoint Group, LLC 2011 - Present
Academy of Science and Design September 2010 - August 2013
Fidelity Investments January 2008 - September 2010
Fidelity Investments March 2007 - January 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 2003 - 2005
Fidelity Investments 2001 - 2003
Barclays Global Investors 1994 - 2000
Skills
Program Management, Process Improvement, Six Sigma, Health & Welfare..., Benefits Administration, Defined Contribution, New Client..., Operations Management, Management Consulting, Project Management, Employee Benefits, Vendor Management, Change Management, Leadership, Organizational...
Education
Princeton University 1986 — 1990
BA, Philosophy
St. Mark's School
BridgePoint Group, LLC 2011 - Present
Academy of Science and Design September 2010 - August 2013
Fidelity Investments January 2008 - September 2010
Fidelity Investments March 2007 - January 2008
Fidelity Investments 2005 - 2007
Fidelity Investments 2003 - 2005
Fidelity Investments 2001 - 2003
Barclays Global Investors 1994 - 2000
Skills
Program Management, Process Improvement, Six Sigma, Health & Welfare..., Benefits Administration, Defined Contribution, New Client..., Operations Management, Management Consulting, Project Management, Employee Benefits, Vendor Management, Change Management, Leadership, Organizational...
Education
Princeton University 1986 — 1990
BA, Philosophy
St. Mark's School
Jessica Merdes's Fidelity Investments Experience February 2015 - May 2015
Job Board of Directors and Project Leader at Notre Dame Consulting Consortium
Industry Financial Services
Experience
Notre Dame Consulting Consortium January 2015 - Present
Farley Hall Council September 2013 - Present
White Oak Partners, LLC June 2013 - Present
Fidelity Investments February 2015 - May 2015
Phone Development Center January 2015 - May 2015
Susan Alberts Research Lab June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Windows, Event Planning, Time Management
Education
University of Notre Dame 2013 — 2017
Bachelor's Degree, Accounting and Economics with a concentration in Spanish, Sophomore
Pontificia Universidad Católica de Chile 2015 — 2015
Study Abroad Program
Leesville Road High School 2009 — 2013
GED, High School/Secondary Diplomas and Certificates
Notre Dame Consulting Consortium January 2015 - Present
Farley Hall Council September 2013 - Present
White Oak Partners, LLC June 2013 - Present
Fidelity Investments February 2015 - May 2015
Phone Development Center January 2015 - May 2015
Susan Alberts Research Lab June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Windows, Event Planning, Time Management
Education
University of Notre Dame 2013 — 2017
Bachelor's Degree, Accounting and Economics with a concentration in Spanish, Sophomore
Pontificia Universidad Católica de Chile 2015 — 2015
Study Abroad Program
Leesville Road High School 2009 — 2013
GED, High School/Secondary Diplomas and Certificates
Dawn Ficklin Dawn Ficklin's Fidelity Investments Experience October 2012 - December 2013
Job Investment Operations
Industry Investment Management
Experience
Westwood Holdings Group, Inc. June 2014 - Present
Fidelity Investments October 2012 - December 2013
The Independent Bankers Bank 2008 - 2012
Ronald Blue & Co. 2003 - 2008
Legacy Asset Management 2002 - 2004
AIG 1997 - 1999
Skills
Portfolio Management, Mutual Funds, Process Improvement, Management, Securities, Equities
Education
Prairie View A&M University
Bachelor of Business Administration (BBA), Accounting
Prairie View A&M University
Accounting, Accounting and Business/Management
Westwood Holdings Group, Inc. June 2014 - Present
Fidelity Investments October 2012 - December 2013
The Independent Bankers Bank 2008 - 2012
Ronald Blue & Co. 2003 - 2008
Legacy Asset Management 2002 - 2004
AIG 1997 - 1999
Skills
Portfolio Management, Mutual Funds, Process Improvement, Management, Securities, Equities
Education
Prairie View A&M University
Bachelor of Business Administration (BBA), Accounting
Prairie View A&M University
Accounting, Accounting and Business/Management
Gregory LaTorre Gregory LaTorre's Fidelity Investments Experience June 2015 - Present
Job Associate Business Analyst at Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments June 2015 - Present
Providence College Office of Institutional Advancement July 2014 - May 2015
Rockland Trust May 2013 - August 2014
Providence College Athletic Department September 2010 - May 2014
Service Management Group July 2012 - August 2012
Skills
Microsoft Excel, Analysis, Salesforce.com, Management, Event Management, Teamwork, Research, Scrum, Agile Methodologies, Time Management
Education
Providence College 2014 — 2015
Master of Business Administration (M.B.A.), GPA: 3.75
Providence College 2010 — 2014
Bachelor's Degree, Business Management, GPA: 3.63
Fidelity Investments June 2015 - Present
Providence College Office of Institutional Advancement July 2014 - May 2015
Rockland Trust May 2013 - August 2014
Providence College Athletic Department September 2010 - May 2014
Service Management Group July 2012 - August 2012
Skills
Microsoft Excel, Analysis, Salesforce.com, Management, Event Management, Teamwork, Research, Scrum, Agile Methodologies, Time Management
Education
Providence College 2014 — 2015
Master of Business Administration (M.B.A.), GPA: 3.75
Providence College 2010 — 2014
Bachelor's Degree, Business Management, GPA: 3.63
Patrick McStay's Fidelity Investments Experience 2002 - 2002
Job Associate, Financial Advisor Services at O'Shaughnessy Asset Management, LLC (OSAM)
Industry Investment Management
Experience
O'Shaughnessy Asset Management, LLC (OSAM) March 2015 - Present
Morgan Stanley Wealth Management March 2013 - March 2015
Beck Mack and Oliver, LLC June 2009 - March 2013
Royal Bank of Scotland March 2005 - May 2009
Fidelity Investments 2002 - 2002
Skills
Series 7, 66, Fixed Income, Equities, Trading, Portfolio Management, Investments, FX Options, Options, Bonds, Settlement, Investment Management, Currency, Bloomberg, Hedge Funds, Financial Risk, Series 7, Structured Products
Education
Providence College 1999 — 2003
BS, Business Administration and Management, General
Bishop Hendricken H.S. 1994 — 1999
O'Shaughnessy Asset Management, LLC (OSAM) March 2015 - Present
Morgan Stanley Wealth Management March 2013 - March 2015
Beck Mack and Oliver, LLC June 2009 - March 2013
Royal Bank of Scotland March 2005 - May 2009
Fidelity Investments 2002 - 2002
Skills
Series 7, 66, Fixed Income, Equities, Trading, Portfolio Management, Investments, FX Options, Options, Bonds, Settlement, Investment Management, Currency, Bloomberg, Hedge Funds, Financial Risk, Series 7, Structured Products
Education
Providence College 1999 — 2003
BS, Business Administration and Management, General
Bishop Hendricken H.S. 1994 — 1999
Helena Franco's Fidelity Investments Experience June 2000 - April 2001
Job Accounting Manager, Revenue
Industry Financial Services
Experience
ILFC October 2011 - July 2015
El Paseo Bank March 2010 - May 2011
American International Group (AIG) December 2006 - February 2010
Reebok International Ltd October 2004 - April 2006
Textron Inc April 2001 - October 2004
Fidelity Investments June 2000 - April 2001
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Accounting, Account Reconciliation, Cash Management, Auditing, Finance, GAAP, Financial Accounting, General Ledger, Internal Audit, Financial Statements, Consolidation, Analysis, Mergers & Acquisitions, Treasury, Strategic Financial..., Banking, Management, Internal Controls, US GAAP, Derivatives, Process Improvement
Education
National University 2009 — 2011
MS, Corporate Finance and International Business
Providence College 1996 — 2000
BS, Finance
Providence College 1996 — 2000
BS, Accounting
ILFC October 2011 - July 2015
El Paseo Bank March 2010 - May 2011
American International Group (AIG) December 2006 - February 2010
Reebok International Ltd October 2004 - April 2006
Textron Inc April 2001 - October 2004
Fidelity Investments June 2000 - April 2001
Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Accounting, Account Reconciliation, Cash Management, Auditing, Finance, GAAP, Financial Accounting, General Ledger, Internal Audit, Financial Statements, Consolidation, Analysis, Mergers & Acquisitions, Treasury, Strategic Financial..., Banking, Management, Internal Controls, US GAAP, Derivatives, Process Improvement
Education
National University 2009 — 2011
MS, Corporate Finance and International Business
Providence College 1996 — 2000
BS, Finance
Providence College 1996 — 2000
BS, Accounting
Joe Berube Joe Berube's Fidelity Investments Experience November 2014 - Present
Job Director, Content Service Delivery at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments January 2007 - November 2014
Fidelity Investments March 2006 - December 2006
Fidelity Investments May 2001 - February 2006
Fidelity Investments June 1998 - April 2001
Fidelity Investments August 1995 - May 1998
Skills
Process Improvement, Financial Services, Business Process..., Business Analysis, Vendor Management, Program Management, Business Process, Leadership, Mutual Funds, Strategic Planning, Change Management, Retirement, Call Centers, Six Sigma, Project Management
Education
Presbyterian College 1990 — 1994
Accounting, Business Adminstration
Algonquin Regional High School 1987 — 1990
Fidelity Investments November 2014 - Present
Fidelity Investments January 2007 - November 2014
Fidelity Investments March 2006 - December 2006
Fidelity Investments May 2001 - February 2006
Fidelity Investments June 1998 - April 2001
Fidelity Investments August 1995 - May 1998
Skills
Process Improvement, Financial Services, Business Process..., Business Analysis, Vendor Management, Program Management, Business Process, Leadership, Mutual Funds, Strategic Planning, Change Management, Retirement, Call Centers, Six Sigma, Project Management
Education
Presbyterian College 1990 — 1994
Accounting, Business Adminstration
Algonquin Regional High School 1987 — 1990
Will Reed's Fidelity Investments Experience 2007 - Present
Job
Industry Financial Services
Experience
Fidelity Investments 2007 - Present
Fidelity Investments 2006 - January 2007
Fidelity Investments 2004 - 2005
Fidelity Investments, E-Business 2003 - 2004
BaseSix 2000 - 2003
Nitrocom 1998 - 2000
MediaOne 1997 - 1998
Massachusetts Educational Computer Network & MA Department of Education 1993 - 1997
Skills
Visual Design, Information Architecture, Writing and Editing, Presenter, Design Thinking Coach, Creative Strategy, User Experience, Creative Direction, Leadership, Web Design, Usability Testing, Content Strategy, Experience Design, Design Thinking, User Experience Design, Usability, Interaction Design, User-centered Design, Mobile Applications, User Interface Design, Digital Marketing, Wireframes
Education
University of Pennsylvania 1988 — 1990
MA, Annenberg School for Communication
Princeton University 1983 — 1987
BA, History, Cum Laude
Fidelity Investments 2007 - Present
Fidelity Investments 2006 - January 2007
Fidelity Investments 2004 - 2005
Fidelity Investments, E-Business 2003 - 2004
BaseSix 2000 - 2003
Nitrocom 1998 - 2000
MediaOne 1997 - 1998
Massachusetts Educational Computer Network & MA Department of Education 1993 - 1997
Skills
Visual Design, Information Architecture, Writing and Editing, Presenter, Design Thinking Coach, Creative Strategy, User Experience, Creative Direction, Leadership, Web Design, Usability Testing, Content Strategy, Experience Design, Design Thinking, User Experience Design, Usability, Interaction Design, User-centered Design, Mobile Applications, User Interface Design, Digital Marketing, Wireframes
Education
University of Pennsylvania 1988 — 1990
MA, Annenberg School for Communication
Princeton University 1983 — 1987
BA, History, Cum Laude
Sean McCue Sean McCue's Fidelity Investments Experience 2002 - 2006
Job Director of Web Development at EF Educational Tours
Industry Information Technology and Services
Experience
EF Education March 2010 - Present
EF Educational Tours November 2007 - March 2010
Crunchtime! Information Systems August 2006 - November 2007
Fidelity Investments 2002 - 2006
Skills
Web Development, Agile Methodologies, Scrum, Business Analysis, SQL, Agile Project Management, Software Project..., Web Services, Web Analytics, HTML, E-commerce, .NET, Software Development, SaaS, JavaScript, Database Design, Requirements Analysis, XML, Mobile Applications, C#, SDLC, User Experience, Microsoft SQL Server, jQuery, ASP.NET, Web Applications, Sitecore
Education
Providence College 1995 — 1999
BA, Economics, (minor in Computer Science)
EF Education March 2010 - Present
EF Educational Tours November 2007 - March 2010
Crunchtime! Information Systems August 2006 - November 2007
Fidelity Investments 2002 - 2006
Skills
Web Development, Agile Methodologies, Scrum, Business Analysis, SQL, Agile Project Management, Software Project..., Web Services, Web Analytics, HTML, E-commerce, .NET, Software Development, SaaS, JavaScript, Database Design, Requirements Analysis, XML, Mobile Applications, C#, SDLC, User Experience, Microsoft SQL Server, jQuery, ASP.NET, Web Applications, Sitecore
Education
Providence College 1995 — 1999
BA, Economics, (minor in Computer Science)
Philip Oasis Philip Oasis's Fidelity Investments Experience June 2011 - August 2011
Job Equity Derivatives Trading Analyst at Citi
Industry Financial Services
Experience
Citi August 2014 - Present
Citi June 2013 - August 2014
Citi June 2012 - August 2012
Fidelity Investments June 2011 - August 2011
Commonwealth Financial Network June 2010 - August 2010
Skills
Financial Modeling, Derivatives, Unix, Python, R, Java, C, C#, .NET
Education
Princeton University 2009 — 2013
Bachelors of Science and Engineering, Operations Research and Financial Engineering
Phillips Academy Andover 2005 — 2009
Citi August 2014 - Present
Citi June 2013 - August 2014
Citi June 2012 - August 2012
Fidelity Investments June 2011 - August 2011
Commonwealth Financial Network June 2010 - August 2010
Skills
Financial Modeling, Derivatives, Unix, Python, R, Java, C, C#, .NET
Education
Princeton University 2009 — 2013
Bachelors of Science and Engineering, Operations Research and Financial Engineering
Phillips Academy Andover 2005 — 2009
Ciara Reolegio Ciara Reolegio's Fidelity Investments Experience May 2015 - August 2015
Job Telecommunications Consultant at Best Buy
Industry Information Technology and Services
Experience
Best Buy August 2015 - Present
Fidelity Investments May 2015 - August 2015
Novant Health May 2012 - April 2015
Skills
SQL, Networking, Microsoft Server 2012 R2, Databases, HTML, C#, C++ Language, Java, Linux, SQL Server Management..., CSS, Microsoft Excel, Microsoft Access, Customer Service, Time Management, Teamwork, Social Media, PowerPoint
Education
University of North Carolina at Wilmington 2011 — 2015
Bachelor's Degree, Information Technology
Pontificia Universidad Católica de Chile 2014 — 2014
Study Abroad, Spanish Language and Literature
Best Buy August 2015 - Present
Fidelity Investments May 2015 - August 2015
Novant Health May 2012 - April 2015
Skills
SQL, Networking, Microsoft Server 2012 R2, Databases, HTML, C#, C++ Language, Java, Linux, SQL Server Management..., CSS, Microsoft Excel, Microsoft Access, Customer Service, Time Management, Teamwork, Social Media, PowerPoint
Education
University of North Carolina at Wilmington 2011 — 2015
Bachelor's Degree, Information Technology
Pontificia Universidad Católica de Chile 2014 — 2014
Study Abroad, Spanish Language and Literature
Elizabeth Reznik Elizabeth Reznik's Fidelity Investments Experience May 2015 - August 2015
Job Student at Princeton University
Industry
Experience
Fidelity Investments May 2015 - August 2015
New York Methodist Hospital June 2012 - June 2013
Alpha Summer Day Camp June 2010 - August 2012
Russian American Kids Circus June 2000 - February 2009
Skills
Community Outreach, Psychology, Public Health, Health Education, Case Management, Social Services, Data Analysis, Spanish, Juggling
Education
Princeton University 2014 — 2018
Stuyvesant High School 2010 — 2014
Fidelity Investments May 2015 - August 2015
New York Methodist Hospital June 2012 - June 2013
Alpha Summer Day Camp June 2010 - August 2012
Russian American Kids Circus June 2000 - February 2009
Skills
Community Outreach, Psychology, Public Health, Health Education, Case Management, Social Services, Data Analysis, Spanish, Juggling
Education
Princeton University 2014 — 2018
Stuyvesant High School 2010 — 2014
Anne Lynch Evans Anne Lynch Evans's Fidelity Investments Experience April 1995 - June 1998
Job Director of Finance at Avanade
Industry Financial Services
Experience
Avanade December 2013 - Present
Avanade September 2008 - November 2013
Avanade October 2006 - August 2008
Avanade April 2005 - September 2006
Avanade October 2003 - March 2005
Avanade November 2001 - September 2003
Accenture July 1998 - October 2001
Fidelity Investments April 1995 - June 1998
State Street Bank June 1993 - March 1995
Skills
Forecasting, Financial Reporting, SAP, Sarbanes-Oxley Act, Budgets, Analysis, Process Improvement, Business Process..., Project Management, Transfer Pricing, Career Development..., Financial Modeling, SAP R/3, Accounting, Auditing, Account Reconciliation, Finance, GAAP, SharePoint, Microsoft Excel, Business Analysis, SDLC
Education
Providence College 1989 — 1993
Bachelor of Science Degree, Business Administration
Bellevue College 2014 — 2015
Project Management Certification (PMP), Project Management
Avanade December 2013 - Present
Avanade September 2008 - November 2013
Avanade October 2006 - August 2008
Avanade April 2005 - September 2006
Avanade October 2003 - March 2005
Avanade November 2001 - September 2003
Accenture July 1998 - October 2001
Fidelity Investments April 1995 - June 1998
State Street Bank June 1993 - March 1995
Skills
Forecasting, Financial Reporting, SAP, Sarbanes-Oxley Act, Budgets, Analysis, Process Improvement, Business Process..., Project Management, Transfer Pricing, Career Development..., Financial Modeling, SAP R/3, Accounting, Auditing, Account Reconciliation, Finance, GAAP, SharePoint, Microsoft Excel, Business Analysis, SDLC
Education
Providence College 1989 — 1993
Bachelor of Science Degree, Business Administration
Bellevue College 2014 — 2015
Project Management Certification (PMP), Project Management
Kevin McLaughlin Kevin McLaughlin's Fidelity Investments Experience January 1994 - June 1995
Job Program Manager at Rasmussen College
Industry Education Management
Experience
Rasmussen College January 2014 - Present
Strayer University November 2009 - December 2013
Progressus Therapy November 2007 - June 2009
WellCare January 2007 - December 2007
Office Depot September 2005 - December 2006
Nortel Networks January 2000 - September 2005
Siemens Communications January 1999 - December 1999
Bay Networks July 1995 - December 1998
Fidelity Investments January 1994 - June 1995
Skills
Applicant Tracking..., Talent Acquisition, Onboarding, College Recruiting, Educational Leadership, Adult Education, Global Sourcing, Student Recruiting, Recruiting Management, Career Education, Recruiting, Coaching, Career Development, Team Building, Hiring, Staffing Services, Employee Relations, Interviews, Deferred Compensation, Technical Recruiting, Human Resources, Talent Management, Leadership Development, Organizational..., Employee Benefits, Succession Planning, Conflict Resolution, Benefits Administration, Change Management, Workforce Planning, Performance Management, Leadership, Employee Engagement, Personnel Management, Temporary Staffing, Management, Training, Temporary Placement, New Hire Orientations, Time Management, Taleo, Resume Writing, Career Counseling, Internet Recruiting, Employee Training, Job Fairs, Strategy, Staff Development, HRIS, Job Coaching
Education
University of New Hampshire 1977 — 1980
BSBA, Business Administration
Providence College 1976 — 1977
Accounting
Tolman High School 1974 — 1976
college Prep
Rasmussen College January 2014 - Present
Strayer University November 2009 - December 2013
Progressus Therapy November 2007 - June 2009
WellCare January 2007 - December 2007
Office Depot September 2005 - December 2006
Nortel Networks January 2000 - September 2005
Siemens Communications January 1999 - December 1999
Bay Networks July 1995 - December 1998
Fidelity Investments January 1994 - June 1995
Skills
Applicant Tracking..., Talent Acquisition, Onboarding, College Recruiting, Educational Leadership, Adult Education, Global Sourcing, Student Recruiting, Recruiting Management, Career Education, Recruiting, Coaching, Career Development, Team Building, Hiring, Staffing Services, Employee Relations, Interviews, Deferred Compensation, Technical Recruiting, Human Resources, Talent Management, Leadership Development, Organizational..., Employee Benefits, Succession Planning, Conflict Resolution, Benefits Administration, Change Management, Workforce Planning, Performance Management, Leadership, Employee Engagement, Personnel Management, Temporary Staffing, Management, Training, Temporary Placement, New Hire Orientations, Time Management, Taleo, Resume Writing, Career Counseling, Internet Recruiting, Employee Training, Job Fairs, Strategy, Staff Development, HRIS, Job Coaching
Education
University of New Hampshire 1977 — 1980
BSBA, Business Administration
Providence College 1976 — 1977
Accounting
Tolman High School 1974 — 1976
college Prep
Sarah Schachte Sarah Schachte's Fidelity Investments Experience March 2013 - March 2014
Job Senior Financial Analyst
Industry Financial Services
Experience
Citizens Bank March 2014 - April 2015
Fidelity Investments March 2013 - March 2014
Fidelity Investments October 2010 - March 2013
State Street Corporation February 2009 - October 2010
Skills
Microsoft Excel, Finance, Time Management, PowerPoint, Auditing, Economics, Customer Service, Account Reconciliation, Variance Analysis, Outlook, Fund Accounting, Financial Services, Investments, Microsoft Word, Portfolio Management, Problem Solving, Public Speaking, Analytics, Performance Reporting, Organization, Word, Salesforce.com, General Ledger, Corporate Finance, SharePoint, Financial Accounting, Teamwork, GAAP, Accruals, Financial Analysis, Mutual Funds, Accounting, Essbase, Oracle E-Business Suite, Capital Projects, Depreciation
Education
Rhode Island College 2011 — 2013
Master of Professional Accountancy, Accounting
Providence College 2005 — 2008
BA, Economics
Citizens Bank March 2014 - April 2015
Fidelity Investments March 2013 - March 2014
Fidelity Investments October 2010 - March 2013
State Street Corporation February 2009 - October 2010
Skills
Microsoft Excel, Finance, Time Management, PowerPoint, Auditing, Economics, Customer Service, Account Reconciliation, Variance Analysis, Outlook, Fund Accounting, Financial Services, Investments, Microsoft Word, Portfolio Management, Problem Solving, Public Speaking, Analytics, Performance Reporting, Organization, Word, Salesforce.com, General Ledger, Corporate Finance, SharePoint, Financial Accounting, Teamwork, GAAP, Accruals, Financial Analysis, Mutual Funds, Accounting, Essbase, Oracle E-Business Suite, Capital Projects, Depreciation
Education
Rhode Island College 2011 — 2013
Master of Professional Accountancy, Accounting
Providence College 2005 — 2008
BA, Economics
Eric Wight Eric Wight's Fidelity Investments Experience 2006 - 2009
Job Financial Advisor
Industry Financial Services
Experience
Voya Financial April 2014 - December 2014
TSA February 2013 - April 2014
Fidelity Investments 2006 - 2009
Wight Contracting, LLC. 2004 - 2006
US Capitol Police 1999 - 2002
Virginia State Probation and Parole 1997 - 1999
US Navy 1990 - 1994
Skills
Financial Planning, Financial Analysis, Data Analysis, Business Analysis, Project Management, Budget Management, Compliance Management, Investment Strategies, Series 7, Series 66, Life & Health Insurance..., Securities, Financial Statements, Retirement Planning, Asset Allocation, Mutual Funds, 401k, Interagency Coordination, Project Estimation, Project Coordination, Project Portfolio..., Investments, Sales, Team Management, Strategic Planning, Leadership, Customer Service
Education
Portland State University 2013 — 2014
Business Analysis Certification, Business Analysis
Portland State University 2012 — 2013
Project Management Certification, Project Management
Portland State University - School of Business 2002 — 2004
Bachelor of Science (B.S.), Finance
Voya Financial April 2014 - December 2014
TSA February 2013 - April 2014
Fidelity Investments 2006 - 2009
Wight Contracting, LLC. 2004 - 2006
US Capitol Police 1999 - 2002
Virginia State Probation and Parole 1997 - 1999
US Navy 1990 - 1994
Skills
Financial Planning, Financial Analysis, Data Analysis, Business Analysis, Project Management, Budget Management, Compliance Management, Investment Strategies, Series 7, Series 66, Life & Health Insurance..., Securities, Financial Statements, Retirement Planning, Asset Allocation, Mutual Funds, 401k, Interagency Coordination, Project Estimation, Project Coordination, Project Portfolio..., Investments, Sales, Team Management, Strategic Planning, Leadership, Customer Service
Education
Portland State University 2013 — 2014
Business Analysis Certification, Business Analysis
Portland State University 2012 — 2013
Project Management Certification, Project Management
Portland State University - School of Business 2002 — 2004
Bachelor of Science (B.S.), Finance
Griffin Young Griffin Young's Fidelity Investments Experience June 2015 - Present
Job Development Analyst, Corporate Audit Operations at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments June 2015 - Present
Providence College September 2014 - May 2015
Providence College April 2014 - May 2015
Providence College September 2013 - May 2015
Providence College November 2013 - September 2014
Providence College January 2012 - September 2014
The Hanover Insurance Group June 2014 - August 2014
Massachusetts General Hospital May 2013 - August 2013
Providence College May 2013 - August 2013
Trowbridge Tavern and Canal Club Function Facility May 2008 - May 2013
Skills
Leadership, Project Management, Microsoft Office, Interpersonal..., Multi Tasking, Organization, Microsoft Word, Recruiting, Interviews, Mentoring, Communication, HRIS Database Management
Education
Providence College 2011 — 2015
Bachelor of Science (B.S.), Management and Labor-Management Relations, 3.37
Sandwich High School 2007 — 2011
Diploma, 3.8
Fidelity Investments June 2015 - Present
Providence College September 2014 - May 2015
Providence College April 2014 - May 2015
Providence College September 2013 - May 2015
Providence College November 2013 - September 2014
Providence College January 2012 - September 2014
The Hanover Insurance Group June 2014 - August 2014
Massachusetts General Hospital May 2013 - August 2013
Providence College May 2013 - August 2013
Trowbridge Tavern and Canal Club Function Facility May 2008 - May 2013
Skills
Leadership, Project Management, Microsoft Office, Interpersonal..., Multi Tasking, Organization, Microsoft Word, Recruiting, Interviews, Mentoring, Communication, HRIS Database Management
Education
Providence College 2011 — 2015
Bachelor of Science (B.S.), Management and Labor-Management Relations, 3.37
Sandwich High School 2007 — 2011
Diploma, 3.8
Lauren Francis Ryan Lauren Francis Ryan's Fidelity Investments Experience May 2005 - May 2006
Job Vice President, Communications at Chase
Industry Banking
Experience
Chase July 2014 - Present
Chase March 2011 - July 2014
J.P. Morgan September 2007 - March 2011
Marsh August 2006 - September 2007
Fidelity Investments May 2005 - May 2006
ABC Television December 2004 - August 2005
Skills
Media Relations, Strategic Communications, Public Relations, Social Media, Corporate Communications, Media Skills Training, Crisis Communications, Strategic Planning, Internal Communications, Marketing Communications, Training, Integrated Marketing, Strategy, Social Media Marketing, Press Releases, Research
Education
Columbia University 2008 — 2012
M.S., Strategic Communications, 3.7
Providence College 2002 — 2006
B.S., Marketing, 3.6
Chase July 2014 - Present
Chase March 2011 - July 2014
J.P. Morgan September 2007 - March 2011
Marsh August 2006 - September 2007
Fidelity Investments May 2005 - May 2006
ABC Television December 2004 - August 2005
Skills
Media Relations, Strategic Communications, Public Relations, Social Media, Corporate Communications, Media Skills Training, Crisis Communications, Strategic Planning, Internal Communications, Marketing Communications, Training, Integrated Marketing, Strategy, Social Media Marketing, Press Releases, Research
Education
Columbia University 2008 — 2012
M.S., Strategic Communications, 3.7
Providence College 2002 — 2006
B.S., Marketing, 3.6
Topher Watts Topher Watts's Fidelity Investments Experience July 2011 - July 2013
Job Associate Director of Development at Tuck School of Business at Dartmouth College
Industry Fund-Raising
Experience
Tuck School of Business at Dartmouth College August 2015 - Present
Tuck School of Business at Dartmouth College August 2013 - July 2015
Fidelity Investments July 2011 - July 2013
Tuck School of Business at Dartmouth College 2009 - 2011
San Diego Padres June 2010 - August 2010
United States Marine Corps January 2001 - July 2009
Skills
Leadership, Community Engagement, Operational Planning, Youth Mentoring, Business Strategy, Financial Modeling, Strategic Planning, Management Consulting, Strategy, Competitive Analysis, Financial Analysis, Program Management, Data Analysis, Entrepreneurship
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
M.B.A.
Princeton University
A.B., Politics
Tuck School of Business at Dartmouth College August 2015 - Present
Tuck School of Business at Dartmouth College August 2013 - July 2015
Fidelity Investments July 2011 - July 2013
Tuck School of Business at Dartmouth College 2009 - 2011
San Diego Padres June 2010 - August 2010
United States Marine Corps January 2001 - July 2009
Skills
Leadership, Community Engagement, Operational Planning, Youth Mentoring, Business Strategy, Financial Modeling, Strategic Planning, Management Consulting, Strategy, Competitive Analysis, Financial Analysis, Program Management, Data Analysis, Entrepreneurship
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
M.B.A.
Princeton University
A.B., Politics
Owen Larkin Owen Larkin's Fidelity Investments Experience July 2007 - October 2010
Job Managing Partner at LLJ Capital
Industry Internet
Experience
LLJ Capital March 2015 - Present
Eidos Ventures November 2014 - Present
Coshx Labs May 2013 - November 2014
The Larkin Group October 2010 - September 2012
Fidelity Investments July 2007 - October 2010
Skills
Entrepreneurship, Strategy, Business Development, Marketing, Financial Modeling, Business Model..., Venture Capital, Design Thinking, Management, Mobile Devices, Start-ups, Investor Relations, Product and Service..., Business Planning
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Entrepreneurship, Corporate Innovation
Providence College 2003 — 2007
Bachelor of Arts (BA), English (Creative Writing)
LLJ Capital March 2015 - Present
Eidos Ventures November 2014 - Present
Coshx Labs May 2013 - November 2014
The Larkin Group October 2010 - September 2012
Fidelity Investments July 2007 - October 2010
Skills
Entrepreneurship, Strategy, Business Development, Marketing, Financial Modeling, Business Model..., Venture Capital, Design Thinking, Management, Mobile Devices, Start-ups, Investor Relations, Product and Service..., Business Planning
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Entrepreneurship, Corporate Innovation
Providence College 2003 — 2007
Bachelor of Arts (BA), English (Creative Writing)
Tammy DeAngelis Tammy DeAngelis's Fidelity Investments Experience March 2013 - Present
Job Director, Program Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2013 - Present
Citizens Bank September 2011 - March 2013
Fidelity Investments October 2006 - April 2011
Verizon 2006 - 2006
Wellogic 2005 - 2006
Partners HealthCare System, Inc. 2000 - 2005
Harvard Vanguard Medical Associates 1997 - 2000
Skills
Program Management, Management, Business Process..., Telecommunications, Change Management, Business Strategy, Financial Services, Leadership, Information Security, Financial Analysis, Strategic Planning, Risk Management, Six Sigma, Banking, Business Analysis, Cross-functional Team..., IT Strategy, PMP, Project Management, Project Portfolio..., Vendor Management, Financial Risk, Strategy, SDLC, Portfolio Management, Process Improvement, Business Process, Governance, Integration, Business Intelligence, PMO, Software Project..., Outsourcing
Education
Suffolk University - Sawyer Business School 1998 — 2003
Providence College 1993 — 1997
Fidelity Investments March 2013 - Present
Citizens Bank September 2011 - March 2013
Fidelity Investments October 2006 - April 2011
Verizon 2006 - 2006
Wellogic 2005 - 2006
Partners HealthCare System, Inc. 2000 - 2005
Harvard Vanguard Medical Associates 1997 - 2000
Skills
Program Management, Management, Business Process..., Telecommunications, Change Management, Business Strategy, Financial Services, Leadership, Information Security, Financial Analysis, Strategic Planning, Risk Management, Six Sigma, Banking, Business Analysis, Cross-functional Team..., IT Strategy, PMP, Project Management, Project Portfolio..., Vendor Management, Financial Risk, Strategy, SDLC, Portfolio Management, Process Improvement, Business Process, Governance, Integration, Business Intelligence, PMO, Software Project..., Outsourcing
Education
Suffolk University - Sawyer Business School 1998 — 2003
Providence College 1993 — 1997
Michael Gillespie Michael Gillespie's Fidelity Investments Experience 2002 - 2005
Job Chief Compliance Officer at Windhaven Investment Management and Charles Schwab Investment Advisory
Industry Investment Management
Experience
Windhaven Investment Management, Inc. and ThomasPartners, Inc. March 2012 - Present
GMO 2005 - February 2012
Fidelity Investments 2002 - 2005
State Street 1998 - 2002
Pioneer Investments 1985 - 1998
Skills
Mutual Funds, Hedge Funds, Risk Management, Financial Risk, Corporate Governance, Investments, Financial Services, Asset Management, Banking, Investment Management, Portfolio Management, Securities, Investment Advisory, Alternative Investments, AML, ETFs, Securities Regulation, Private Equity
Education
Suffolk University Law School 1981 — 1985
JD
Providence College 1976 — 1980
BS, Business Management
University of Oxford
International Law
Windhaven Investment Management, Inc. and ThomasPartners, Inc. March 2012 - Present
GMO 2005 - February 2012
Fidelity Investments 2002 - 2005
State Street 1998 - 2002
Pioneer Investments 1985 - 1998
Skills
Mutual Funds, Hedge Funds, Risk Management, Financial Risk, Corporate Governance, Investments, Financial Services, Asset Management, Banking, Investment Management, Portfolio Management, Securities, Investment Advisory, Alternative Investments, AML, ETFs, Securities Regulation, Private Equity
Education
Suffolk University Law School 1981 — 1985
JD
Providence College 1976 — 1980
BS, Business Management
University of Oxford
International Law
Joanna Shannon's Fidelity Investments Experience January 2012 - Present
Job Senior Performance QA Engineer at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2012 - Present
Fidelity Investments July 2008 - December 2011
Fidelity Investments November 2006 - June 2008
Fidelity Investments May 2006 - November 2006
Fidelity Investments June 2005 - August 2005
Skills
Agile Methodologies, SDLC, User Acceptance Testing, Software Development, Test Planning, Testing, SQL, Waterfall, Performance Testing, Test Cases, Analysis, Business Analysis, Quality Assurance, Java
Education
Providence College 2002 — 2006
BS, Computer Science
Arlington 1998 — 2002
Providence College
Bachelor of Science, Computer Science
Fidelity Investments January 2012 - Present
Fidelity Investments July 2008 - December 2011
Fidelity Investments November 2006 - June 2008
Fidelity Investments May 2006 - November 2006
Fidelity Investments June 2005 - August 2005
Skills
Agile Methodologies, SDLC, User Acceptance Testing, Software Development, Test Planning, Testing, SQL, Waterfall, Performance Testing, Test Cases, Analysis, Business Analysis, Quality Assurance, Java
Education
Providence College 2002 — 2006
BS, Computer Science
Arlington 1998 — 2002
Providence College
Bachelor of Science, Computer Science
Lisa Horuczi Markus's Fidelity Investments Experience August 2008 - March 2009
Job Director of Corporate Communications at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance May 2014 - Present
Southern California Edison April 2012 - May 2014
Los Angeles Diversity Council 2013 - 2013
Catalyst 9 January 2011 - March 2012
Buck Consultants September 2010 - July 2011
Change One Life January 2007 - July 2011
Fidelity Investments August 2008 - March 2009
Hewitt Associates January 1998 - July 2008
Hewitt Associates January 1998 - June 2008
Detroit Edison December 1993 - December 1997
Skills
Leadership, Data Analysis, Employee Benefits, Healthcare, Business Strategy, Project Management, Coaching, Strategic Planning, Marketing, Team Building, Marketing Strategy, Social Media, CRM, Program Management, Leadership Development, Alternate Reality Games, Analysis, Business Development, Change Management, Corporate Social..., Customer Service, Employee Engagement, Organizational..., Policy, Entrepreneurship, Social Media Marketing, Performance Management, Recruiting, Training, Strategy, Talent Management, Management, Human Resources, Outsourcing, Management Consulting, Employee Relations, Research, Workforce Development, Market Research, Public Relations, Public Speaking, Social Networking, Proposal Writing
Education
Michigan State University - The Eli Broad Graduate School of Management 1988 — 1997
Master of Business Administration (MBA)
Michigan State University 1987 — 1992
BA, Journalism
Portland State University
Farmers Insurance May 2014 - Present
Southern California Edison April 2012 - May 2014
Los Angeles Diversity Council 2013 - 2013
Catalyst 9 January 2011 - March 2012
Buck Consultants September 2010 - July 2011
Change One Life January 2007 - July 2011
Fidelity Investments August 2008 - March 2009
Hewitt Associates January 1998 - July 2008
Hewitt Associates January 1998 - June 2008
Detroit Edison December 1993 - December 1997
Skills
Leadership, Data Analysis, Employee Benefits, Healthcare, Business Strategy, Project Management, Coaching, Strategic Planning, Marketing, Team Building, Marketing Strategy, Social Media, CRM, Program Management, Leadership Development, Alternate Reality Games, Analysis, Business Development, Change Management, Corporate Social..., Customer Service, Employee Engagement, Organizational..., Policy, Entrepreneurship, Social Media Marketing, Performance Management, Recruiting, Training, Strategy, Talent Management, Management, Human Resources, Outsourcing, Management Consulting, Employee Relations, Research, Workforce Development, Market Research, Public Relations, Public Speaking, Social Networking, Proposal Writing
Education
Michigan State University - The Eli Broad Graduate School of Management 1988 — 1997
Master of Business Administration (MBA)
Michigan State University 1987 — 1992
BA, Journalism
Portland State University
Argha Bose Argha Bose's Fidelity Investments Experience March 2010 - July 2014
Job Business Consultant at Fidelity Charitable
Industry Information Services
Experience
Fidelity Charitable June 2014 - Present
Fidelity Investments March 2010 - July 2014
HP July 2007 - March 2010
Genpact 2005 - 2007
Skills
Web Analytics, WebTrends, SAS, Omniture, Crystal Xcelsius, VBA, PowerPoint, Excel, CHAID, Analytics, Segmentation, Statistics, Cluster Analysis, Logistic Regression, Decision Trees, SAS Base, Digital Marketing, Digital Strategy, Analysis, Business Analytics, Statistical Modeling, Online Marketing, Google Analytics, CRM, Data Analysis, Microsoft Excel, Data Mining, SEO
Education
Presidency College 2002 — 2004
M.Sc, Economics
St. Xavier's College 1999 — 2002
B.Sc, Economics
Fidelity Charitable June 2014 - Present
Fidelity Investments March 2010 - July 2014
HP July 2007 - March 2010
Genpact 2005 - 2007
Skills
Web Analytics, WebTrends, SAS, Omniture, Crystal Xcelsius, VBA, PowerPoint, Excel, CHAID, Analytics, Segmentation, Statistics, Cluster Analysis, Logistic Regression, Decision Trees, SAS Base, Digital Marketing, Digital Strategy, Analysis, Business Analytics, Statistical Modeling, Online Marketing, Google Analytics, CRM, Data Analysis, Microsoft Excel, Data Mining, SEO
Education
Presidency College 2002 — 2004
M.Sc, Economics
St. Xavier's College 1999 — 2002
B.Sc, Economics
Leigh Anne Peckham Leigh Anne Peckham's Fidelity Investments Experience 2008 - 2012
Job Business Process Analyst
Industry Apparel & Fashion
Experience
J. Jill October 2014 - Present
Fidelity Investments 2008 - 2012
Fidelity Investments 2008 - 2008
Fidelity Investments 2007 - 2008
Fidelity Investments January 2006 - January 2007
Fidelity Human Resources Services Company January 2003 - January 2006
Skills
Defined Benefit, Pensions, Business Analysis, Requirements Gathering, Retirement, Process Improvement, Business Requirements, Financial Services, Outsourcing, PMO, Product Management, Training, Requirements Analysis, Qualified Retirement...
Education
Bentley University – McCallum Graduate School of Business
M.B.A, Business Management and Marketing
Providence College
B.A, Business Management
J. Jill October 2014 - Present
Fidelity Investments 2008 - 2012
Fidelity Investments 2008 - 2008
Fidelity Investments 2007 - 2008
Fidelity Investments January 2006 - January 2007
Fidelity Human Resources Services Company January 2003 - January 2006
Skills
Defined Benefit, Pensions, Business Analysis, Requirements Gathering, Retirement, Process Improvement, Business Requirements, Financial Services, Outsourcing, PMO, Product Management, Training, Requirements Analysis, Qualified Retirement...
Education
Bentley University – McCallum Graduate School of Business
M.B.A, Business Management and Marketing
Providence College
B.A, Business Management
Patricia Leddy Patricia Leddy's Fidelity Investments Experience 1994 - 1995
Job Marketing Manager at Tufts Health Plan
Industry Financial Services
Experience
Tufts Health Plan October 2013 - Present
Tufts Health Plan 2013 - 2015
Automatic Data Processing, Inc. June 2003 - December 2012
DWS Investments (formerly Scudder Investments) 1998 - 2003
TLA Inc. 1995 - 1998
Fidelity Investments 1994 - 1995
Scudder, Stevens & Clark, Inc. 1986 - 1994
Skills
Marketing Management, Marketing Strategy, Marketing Communications, Email Marketing, Marketing, Brand Awareness, Corporate Branding, Brand Developement, Brand Management, Project Management, management, Training Delivery, Communication Training, Personal Development, Product Management, Product Marketing, Management, B2B, Competitive Analysis, Brand Development, Leadership, Cross-functional Team..., Strategy
Education
Suffolk University
MBA
Providence College
Bachelor of Science (B.S.), Marketing
Tufts Health Plan October 2013 - Present
Tufts Health Plan 2013 - 2015
Automatic Data Processing, Inc. June 2003 - December 2012
DWS Investments (formerly Scudder Investments) 1998 - 2003
TLA Inc. 1995 - 1998
Fidelity Investments 1994 - 1995
Scudder, Stevens & Clark, Inc. 1986 - 1994
Skills
Marketing Management, Marketing Strategy, Marketing Communications, Email Marketing, Marketing, Brand Awareness, Corporate Branding, Brand Developement, Brand Management, Project Management, management, Training Delivery, Communication Training, Personal Development, Product Management, Product Marketing, Management, B2B, Competitive Analysis, Brand Development, Leadership, Cross-functional Team..., Strategy
Education
Suffolk University
MBA
Providence College
Bachelor of Science (B.S.), Marketing
Jay Olivieri Jay Olivieri's Fidelity Investments Experience March 2013 - April 2014
Job Regional Support Technical Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments March 2013 - April 2014
American Red Cross Of Greater New York December 2011 - December 2012
The Bank Of Tokyo-Mitsubishi August 2011 - October 2011
PineBridge Investments November 2010 - March 2011
ASSURANT, INC. March 2009 - September 2009
Bank of New York Mellon September 2006 - February 2009
Toyota Motors North America Headquarters January 2006 - August 2006
Skills
Citrix, XP, Outlook, VPN, PC Anywhere, Windows Vista, Bloomberg, Active Directory, Lotus Notes, Disaster Recovery, Vendor Management
Education
Pratt Institute 1988 — 1992
Bachelors, Architecture
Fidelity Investments March 2013 - April 2014
American Red Cross Of Greater New York December 2011 - December 2012
The Bank Of Tokyo-Mitsubishi August 2011 - October 2011
PineBridge Investments November 2010 - March 2011
ASSURANT, INC. March 2009 - September 2009
Bank of New York Mellon September 2006 - February 2009
Toyota Motors North America Headquarters January 2006 - August 2006
Skills
Citrix, XP, Outlook, VPN, PC Anywhere, Windows Vista, Bloomberg, Active Directory, Lotus Notes, Disaster Recovery, Vendor Management
Education
Pratt Institute 1988 — 1992
Bachelors, Architecture
Stacey Daveluy's Fidelity Investments Experience March 2004 - March 2007
Job Director at FX Alliance (FXAll)
Industry Financial Services
Experience
FXalll a Thomson Reuters Company April 2007 - Present
Citi April 2007 - December 2009
Fidelity Investments March 2004 - March 2007
NASDAQ 1995 - 2004
The NASDAQ Stock Market, Inc October 1995 - July 2003
Subscriber Services October 1995 - July 2000
Skills
Trading Systems, FINRA, Risk Management, Trading, Securities, Electronic Trading, Series 7, Financial Risk, Equities
Education
Post University
Business Management
FXalll a Thomson Reuters Company April 2007 - Present
Citi April 2007 - December 2009
Fidelity Investments March 2004 - March 2007
NASDAQ 1995 - 2004
The NASDAQ Stock Market, Inc October 1995 - July 2003
Subscriber Services October 1995 - July 2000
Skills
Trading Systems, FINRA, Risk Management, Trading, Securities, Electronic Trading, Series 7, Financial Risk, Equities
Education
Post University
Business Management
Kevin Brady's Fidelity Investments Experience February 2010 - July 2014
Job Senior Vice President, Development Partner at Citizens Bank
Industry Professional Training & Coaching
Experience
Citizens Bank October 2014 - July 2015
Fidelity Investments February 2010 - July 2014
Textron May 2009 - October 2009
Textron, Inc September 2006 - May 2009
Procter & Gamble January 2005 - September 2006
The Gillette Company June 1999 - January 2005
Duracell USA June 1989 - June 1999
Skills
Organizational Learning, Organizational..., Leadership Development, Talent Management, Learning Management, Employee Engagement, Career Development, Talent Development, Six Sigma, Coaching, Organizational..., Training Delivery, Employee Training, 360 Feedback, MBTI, Team Building, Career Counseling, E-Learning, Instructional Design, Program Management, Strategy, Deferred Compensation, Employee Relations, Human Resources, Cross-functional Team..., Vendor Management, Executive Coaching, Leadership, Management, Strategic Planning, Training, Business Development, Succession Planning, Performance Management, Organizational Design, Staff Development, Change Management, Enterprise Software, Onboarding, Workshop Facilitation, Performance Improvement, Management Consulting, Needs Analysis, Workforce Planning, Personnel Management, Management Development, Performance Consulting, Process Improvement, Consulting, Marketing
Education
The Ohio State University Fisher College of Business 2006 — 2009
Certificate, Growth Leadership Program
University of Pennsylvania - The Wharton School 2007 — 2008
Certificate, Strategic Partnering for Leaders
Suffolk University 2003 — 2006
Masters, Adult and Organizational Learning, O.D., L&D, Management
Providence College 1985 — 1989
BS, Business Administration- Marketing
Citizens Bank October 2014 - July 2015
Fidelity Investments February 2010 - July 2014
Textron May 2009 - October 2009
Textron, Inc September 2006 - May 2009
Procter & Gamble January 2005 - September 2006
The Gillette Company June 1999 - January 2005
Duracell USA June 1989 - June 1999
Skills
Organizational Learning, Organizational..., Leadership Development, Talent Management, Learning Management, Employee Engagement, Career Development, Talent Development, Six Sigma, Coaching, Organizational..., Training Delivery, Employee Training, 360 Feedback, MBTI, Team Building, Career Counseling, E-Learning, Instructional Design, Program Management, Strategy, Deferred Compensation, Employee Relations, Human Resources, Cross-functional Team..., Vendor Management, Executive Coaching, Leadership, Management, Strategic Planning, Training, Business Development, Succession Planning, Performance Management, Organizational Design, Staff Development, Change Management, Enterprise Software, Onboarding, Workshop Facilitation, Performance Improvement, Management Consulting, Needs Analysis, Workforce Planning, Personnel Management, Management Development, Performance Consulting, Process Improvement, Consulting, Marketing
Education
The Ohio State University Fisher College of Business 2006 — 2009
Certificate, Growth Leadership Program
University of Pennsylvania - The Wharton School 2007 — 2008
Certificate, Strategic Partnering for Leaders
Suffolk University 2003 — 2006
Masters, Adult and Organizational Learning, O.D., L&D, Management
Providence College 1985 — 1989
BS, Business Administration- Marketing
Jeff Kirchick Jeff Kirchick's Fidelity Investments Experience 2008 - 2008
Job VP, Enterprise Sales
Industry Internet
Experience
Next Caller October 2013 - Present
ZINCH November 2012 - September 2013
SCVNGR, Inc June 2010 - November 2012
SCVNGR June 2010 - December 2010
Boston Red Sox June 2009 - August 2009
The Boston Red Sox June 2009 - August 2009
Fidelity Charitable Services June 2008 - August 2008
Fidelity Investments 2008 - 2008
The Boston Red Sox January 2005 - August 2005
Skills
Networking, CRM, Start-ups, Marketing, Leadership, Management, Sales, Social Media Marketing, Mobile Devices, Social Media, Blogging, Time Management, Interviews, Public Speaking, Sales Operations, Salesforce.com, Nonprofits, Business Development, Social Networking, Lead Generation, Strategic Partnerships, Strategy, Entrepreneurship, Online Marketing, Marketing Strategy, Enterprise Software, Customer Service, Email Marketing, New Business Development, Higher Education..., Higher Education
Education
Princeton University 2006 — 2010
B.A., English, French, Creative Writing
Princeton University 2006 — 2010
Bachelor of Arts (B.A.), English Language and Literature/Letters
The Roxbury Latin School 2000 — 2006
June 2006, n/a
The Roxbury Latin School
Dover-Sherborn
Dover-Sherborn
Next Caller October 2013 - Present
ZINCH November 2012 - September 2013
SCVNGR, Inc June 2010 - November 2012
SCVNGR June 2010 - December 2010
Boston Red Sox June 2009 - August 2009
The Boston Red Sox June 2009 - August 2009
Fidelity Charitable Services June 2008 - August 2008
Fidelity Investments 2008 - 2008
The Boston Red Sox January 2005 - August 2005
Skills
Networking, CRM, Start-ups, Marketing, Leadership, Management, Sales, Social Media Marketing, Mobile Devices, Social Media, Blogging, Time Management, Interviews, Public Speaking, Sales Operations, Salesforce.com, Nonprofits, Business Development, Social Networking, Lead Generation, Strategic Partnerships, Strategy, Entrepreneurship, Online Marketing, Marketing Strategy, Enterprise Software, Customer Service, Email Marketing, New Business Development, Higher Education..., Higher Education
Education
Princeton University 2006 — 2010
B.A., English, French, Creative Writing
Princeton University 2006 — 2010
Bachelor of Arts (B.A.), English Language and Literature/Letters
The Roxbury Latin School 2000 — 2006
June 2006, n/a
The Roxbury Latin School
Dover-Sherborn
Dover-Sherborn
Chastity Washington's Fidelity Investments Experience February 2014 - March 2014
Job Bookkeeper/Business Anayst at Center Street Finance
Industry Financial Services
Experience
Center Street Finance August 2015 - Present
JPMorgan Chase & Co. May 2015 - August 2015
Fidelity Investments February 2014 - March 2014
Fidelity Investments December 2013 - January 2014
JPMorgan Chase July 2013 - October 2013
UPS Capital March 2013 - May 2013
Prairie View A&M University September 2012 - December 2012
Orange Leaf Frozen Yogurt November 2011 - November 2012
Skills
Accounting, Access, Account Reconciliation, Teamwork, Outlook, Microsoft Office, Research, Finance, Microsoft Excel, Fax, Leadership, Training, PowerPoint, Microsoft Word, Project Planning, Administrative..., Management, Budgets, Data Entry, Strategic Planning, Expense Reports, QuickBooks, SQL
Education
The University of Dallas 2014 — 2016
Master of Business Administration (M.B.A.), Finance, 3.275
Prairie View A&M University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Center Street Finance August 2015 - Present
JPMorgan Chase & Co. May 2015 - August 2015
Fidelity Investments February 2014 - March 2014
Fidelity Investments December 2013 - January 2014
JPMorgan Chase July 2013 - October 2013
UPS Capital March 2013 - May 2013
Prairie View A&M University September 2012 - December 2012
Orange Leaf Frozen Yogurt November 2011 - November 2012
Skills
Accounting, Access, Account Reconciliation, Teamwork, Outlook, Microsoft Office, Research, Finance, Microsoft Excel, Fax, Leadership, Training, PowerPoint, Microsoft Word, Project Planning, Administrative..., Management, Budgets, Data Entry, Strategic Planning, Expense Reports, QuickBooks, SQL
Education
The University of Dallas 2014 — 2016
Master of Business Administration (M.B.A.), Finance, 3.275
Prairie View A&M University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Joy Corso's Fidelity Investments Experience 2006 - 2009
Job Vice President Corporate Communications & Marketing
Industry Public Relations and Communications
Experience
NORCAL Group 2014 - Present
3Cor Communications 2013 - 2014
AMD 2011 - 2013
Raytheon 2009 - 2011
Fidelity Investments 2006 - 2009
Iron Mountain 2003 - 2006
Wildfire Communications (Subsidiary of Orange UK) 2000 - 2003
Skills
Corporate Communications, Internal Communications, Speech Writing, Communication Training, Strategic Communications, Crisis Communications, Communications Planning, Thought Leadership, Marketing Communications, Messaging, Message Development, Crisis Management, Employee Engagement, Integrated Marketing, Executive..., Mergers & Acquisitions, Culture Change, Media Relations, Strategy, Press Releases, Brand Development, Business Strategy, Leadership, Web Content, Spokesperson, Web Content Management, Content Development, Change Management, Human Resources, Product Marketing, Enterprise Software, Newsletters, Content Management, Marketing Management, Interviews, Executive Management, Strategic Partnerships, Cross-functional Team..., Strategic Thinking, Safety Culture, Continuous Improvement
Education
Providence College
MBA
Providence College
BS, Business Administration
NORCAL Group 2014 - Present
3Cor Communications 2013 - 2014
AMD 2011 - 2013
Raytheon 2009 - 2011
Fidelity Investments 2006 - 2009
Iron Mountain 2003 - 2006
Wildfire Communications (Subsidiary of Orange UK) 2000 - 2003
Skills
Corporate Communications, Internal Communications, Speech Writing, Communication Training, Strategic Communications, Crisis Communications, Communications Planning, Thought Leadership, Marketing Communications, Messaging, Message Development, Crisis Management, Employee Engagement, Integrated Marketing, Executive..., Mergers & Acquisitions, Culture Change, Media Relations, Strategy, Press Releases, Brand Development, Business Strategy, Leadership, Web Content, Spokesperson, Web Content Management, Content Development, Change Management, Human Resources, Product Marketing, Enterprise Software, Newsletters, Content Management, Marketing Management, Interviews, Executive Management, Strategic Partnerships, Cross-functional Team..., Strategic Thinking, Safety Culture, Continuous Improvement
Education
Providence College
MBA
Providence College
BS, Business Administration
Victoria Henderson-Errandonea's Fidelity Investments Experience July 2014 - August 2014
Job Program Manager at EMC Corporation Global Services
Industry Marketing and Advertising
Experience
EMC February 2015 - Present
Vie de Vic February 2012 - Present
EMC September 2014 - January 2015
Fidelity Investments July 2014 - August 2014
Fidelity Investments June 2013 - May 2014
CNPq - MCT July 2009 - June 2010
Skills
Event Planning, Marketing, Customer Service, Microsoft Office, Marketing Communications, PowerPoint, Marketing Strategy, Social Media, Building Relationships, Project Management, Strategic Communications, Corporate Communications, Analytics, Graphic Design, Program Management
Education
Pontifícia Universidade Católica do Rio Grande do Sul 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.6
EMC February 2015 - Present
Vie de Vic February 2012 - Present
EMC September 2014 - January 2015
Fidelity Investments July 2014 - August 2014
Fidelity Investments June 2013 - May 2014
CNPq - MCT July 2009 - June 2010
Skills
Event Planning, Marketing, Customer Service, Microsoft Office, Marketing Communications, PowerPoint, Marketing Strategy, Social Media, Building Relationships, Project Management, Strategic Communications, Corporate Communications, Analytics, Graphic Design, Program Management
Education
Pontifícia Universidade Católica do Rio Grande do Sul 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.6
Jake Levin Jake Levin's Fidelity Investments Experience November 2013 - June 2014
Job Digital Creative Lead at Standard Time, Los Angeles.
Industry Marketing and Advertising
Experience
Standard Time, Los Angeles. January 2015 - Present
Standard Time, Los Angeles. June 2014 - January 2015
Fidelity Investments November 2013 - June 2014
TripAdvisor October 2013 - November 2013
ByteLight March 2012 - October 2013
Ogilvy & Mather July 2010 - August 2012
Pie Advertising May 2009 - February 2010
Skills
After Effects, Final Cut Pro, Adobe Creative Suite, Film, Photography, Digital Photography, Videography, Versatility, Illustration, Advertising, CSS, HTML, RubyMine, Art, Creative Direction, Branding & Identity, Art Direction
Education
Pratt Institute 2006 — 2010
BFA, Advertising, Art Direction
Standard Time, Los Angeles. January 2015 - Present
Standard Time, Los Angeles. June 2014 - January 2015
Fidelity Investments November 2013 - June 2014
TripAdvisor October 2013 - November 2013
ByteLight March 2012 - October 2013
Ogilvy & Mather July 2010 - August 2012
Pie Advertising May 2009 - February 2010
Skills
After Effects, Final Cut Pro, Adobe Creative Suite, Film, Photography, Digital Photography, Videography, Versatility, Illustration, Advertising, CSS, HTML, RubyMine, Art, Creative Direction, Branding & Identity, Art Direction
Education
Pratt Institute 2006 — 2010
BFA, Advertising, Art Direction
Gregory Curnow Gregory Curnow's Fidelity Investments Experience 1999 - 2014
Job Senior Writer I Marketer I Financial Services & Education
Industry Marketing and Advertising
Experience
Boston University - Metropolitan College 2014 - Present
Fidelity Investments 1999 - 2014
Allmerica Financial/Hanover Insurance 1992 - 1999
Paul Revere Insurance Group 1986 - 1992
Skills
Copywriting, Marketing Communications, Creative Direction, Corporate Branding, User Experience, Interaction Design, Advertising, Direct Mail, Copy Editing, Integrated Marketing, Email Marketing, Marketing Strategy, Strategic Planning, Information Design, Marketing, Art Direction, PowerPoint, Insurance, Microsoft Excel, Adobe Creative Suite, Event Planning, Illustrator, Change Management, Operations Management, Photoshop, Direct Marketing, Digital Marketing, 401(k) Plans, Disability Income..., Retirement Income...
Education
Providence College
BA, English
University of Rhode Island - College of Business Administration
MBA
Boston University - Metropolitan College 2014 - Present
Fidelity Investments 1999 - 2014
Allmerica Financial/Hanover Insurance 1992 - 1999
Paul Revere Insurance Group 1986 - 1992
Skills
Copywriting, Marketing Communications, Creative Direction, Corporate Branding, User Experience, Interaction Design, Advertising, Direct Mail, Copy Editing, Integrated Marketing, Email Marketing, Marketing Strategy, Strategic Planning, Information Design, Marketing, Art Direction, PowerPoint, Insurance, Microsoft Excel, Adobe Creative Suite, Event Planning, Illustrator, Change Management, Operations Management, Photoshop, Direct Marketing, Digital Marketing, 401(k) Plans, Disability Income..., Retirement Income...
Education
Providence College
BA, English
University of Rhode Island - College of Business Administration
MBA
Dean Makino's Fidelity Investments Experience July 2015 - Present
Job Research Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Eaton Vance June 2014 - August 2014
Rosemark Capital Group 2014 - 2014
VEC Investments June 2013 - August 2013
Houdini API July 2012 - August 2012
JonesTrading June 2012 - June 2012
MassAlliance June 2011 - August 2011
Education
Princeton University 2011 — 2015
Bachelor of Arts (BA), Graduated summa cum laude in Economics, with certificates in Finance and Computer Science
Noble and Greenough 2007 — 2011
Fidelity Investments July 2015 - Present
Eaton Vance June 2014 - August 2014
Rosemark Capital Group 2014 - 2014
VEC Investments June 2013 - August 2013
Houdini API July 2012 - August 2012
JonesTrading June 2012 - June 2012
MassAlliance June 2011 - August 2011
Education
Princeton University 2011 — 2015
Bachelor of Arts (BA), Graduated summa cum laude in Economics, with certificates in Finance and Computer Science
Noble and Greenough 2007 — 2011
Kaytie Cunningham's Fidelity Investments Experience September 2013 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
COUNTRY ® Financial January 2012 - February 2013
State Farm Insurance May 2008 - January 2011
Skills
Disability Insurance, Long Term Care Insurance, Fixed Annuities, Long-term Care, Life Insurance, Whole Life, Retirement Planning, IRAs, Term Life Insurance, Variable Products, Series 6, Key Person Insurance, Retirement, Education Funding, Insurance, 401k Rollovers, College Savings Plans, Roth IRA, Buy-sell Agreements, Variable Annuities, Income Protection
Education
Portland State University
Bachelor of Arts (BA), Accounting and Finance; Psychology
Portland Community College 2006 — 2009
Business Administration and Management, General
Fidelity Investments September 2013 - Present
COUNTRY ® Financial January 2012 - February 2013
State Farm Insurance May 2008 - January 2011
Skills
Disability Insurance, Long Term Care Insurance, Fixed Annuities, Long-term Care, Life Insurance, Whole Life, Retirement Planning, IRAs, Term Life Insurance, Variable Products, Series 6, Key Person Insurance, Retirement, Education Funding, Insurance, 401k Rollovers, College Savings Plans, Roth IRA, Buy-sell Agreements, Variable Annuities, Income Protection
Education
Portland State University
Bachelor of Arts (BA), Accounting and Finance; Psychology
Portland Community College 2006 — 2009
Business Administration and Management, General
Steve Altieri Steve Altieri's Fidelity Investments Experience September 2014 - Present
Job Senior Manager, Systems Engineering Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
Fidelity Investments December 2012 - September 2014
Fidelity Investments June 2006 - December 2012
Skills
Agile Methodologies, Spring, Java Enterprise Edition, Web Applications, SDLC, Software Project..., Requirements Analysis, Agile Project Management, Scrum, Web Services, Certified Scrum Master..., Java, XML, SOA, Struts, Tomcat, SQL
Education
Providence College 2002 — 2006
B.A., Computer Science
Fidelity Investments September 2014 - Present
Fidelity Investments December 2012 - September 2014
Fidelity Investments June 2006 - December 2012
Skills
Agile Methodologies, Spring, Java Enterprise Edition, Web Applications, SDLC, Software Project..., Requirements Analysis, Agile Project Management, Scrum, Web Services, Certified Scrum Master..., Java, XML, SOA, Struts, Tomcat, SQL
Education
Providence College 2002 — 2006
B.A., Computer Science
Debra Sulser's Fidelity Investments Experience 1995 - 1997
Job Technical Recruitment Leader
Industry Staffing and Recruiting
Experience
BlueMetal April 2014 - Present
SmartDog Services January 2013 - April 2014
IT Convergence April 2012 - January 2013
Enterprise Solutions Group ESG August 2008 - April 2012
Protege Software Services June 2000 - July 2008
Grant Thornton 1997 - 2000
Fidelity Investments 1995 - 1997
Skills
Technical Recruiting, Talent Acquisition, Business Intelligence, Change Management, ERP, FAH, Hyperion, Oracle Applications, Oracle E-Business Suite, PeopleSoft, OBIEE, Oracle Recruiting, PeopleSoft Recruiting, Hyperion Recruiting, Salary Negotiation, Internet Searches, ESA, ERP Recruiting, Strategic Sourcing, Sourcing, Oracle, Java, Full-cycle Recruiting, Direct Recruiting, Oracle Fusion Middleware, Recruiting, Benefits Negotiation, Requirements Analysis, Search Engines, Business Process, Business Analysis, Consulting, Personnel Management, SDLC, Contract Recruitment, Professional Services, HRIS, Hyperion Enterprise, Oracle HR, PL/SQL, Resource Management, Human Resources, Temporary Placement, Internet Recruiting, Management, Staffing Services, Staff Augmentation, Applicant Tracking..., Hiring, Management Consulting
Education
Simmons Graduate School of Management 1990 — 1991
MBA program
Pratt Institute
Art, Graphic Design
Syracuse University
Art and Design
BlueMetal April 2014 - Present
SmartDog Services January 2013 - April 2014
IT Convergence April 2012 - January 2013
Enterprise Solutions Group ESG August 2008 - April 2012
Protege Software Services June 2000 - July 2008
Grant Thornton 1997 - 2000
Fidelity Investments 1995 - 1997
Skills
Technical Recruiting, Talent Acquisition, Business Intelligence, Change Management, ERP, FAH, Hyperion, Oracle Applications, Oracle E-Business Suite, PeopleSoft, OBIEE, Oracle Recruiting, PeopleSoft Recruiting, Hyperion Recruiting, Salary Negotiation, Internet Searches, ESA, ERP Recruiting, Strategic Sourcing, Sourcing, Oracle, Java, Full-cycle Recruiting, Direct Recruiting, Oracle Fusion Middleware, Recruiting, Benefits Negotiation, Requirements Analysis, Search Engines, Business Process, Business Analysis, Consulting, Personnel Management, SDLC, Contract Recruitment, Professional Services, HRIS, Hyperion Enterprise, Oracle HR, PL/SQL, Resource Management, Human Resources, Temporary Placement, Internet Recruiting, Management, Staffing Services, Staff Augmentation, Applicant Tracking..., Hiring, Management Consulting
Education
Simmons Graduate School of Management 1990 — 1991
MBA program
Pratt Institute
Art, Graphic Design
Syracuse University
Art and Design
Stacy Hoag Stacy Hoag's Fidelity Investments Experience April 2011 - Present
Job DirectorInstitutional Wealth Services Oversight at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
State Street September 2007 - December 2010
Linsco/Private Ledger March 2005 - 2007
Linsco/Private Ledger February 2002 - March 2005
Fleet/Quick and Reilly December 2000 - August 2001
Fleet/Quick and Reilly May 2000 - December 2000
Fleet Bank October 1998 - October 1999
Education
Suffolk University - Sawyer School of Management 2004 — 2007
MBA
Providence College 1993 — 1997
BA, Political Science
Fidelity Investments April 2011 - Present
State Street September 2007 - December 2010
Linsco/Private Ledger March 2005 - 2007
Linsco/Private Ledger February 2002 - March 2005
Fleet/Quick and Reilly December 2000 - August 2001
Fleet/Quick and Reilly May 2000 - December 2000
Fleet Bank October 1998 - October 1999
Education
Suffolk University - Sawyer School of Management 2004 — 2007
MBA
Providence College 1993 — 1997
BA, Political Science
John Czerwonka, PMP, CPA John Czerwonka, PMP, CPA's Fidelity Investments Experience January 1996 - December 1997
Job Technical Project Manager at RealPage, Inc.
Industry Computer Software
Experience
RealPage, Inc. February 2012 - Present
Mind Authority, LLC December 2010 - October 2011
Centex October 2004 - December 2010
Centex April 2000 - September 2004
Centex October 1998 - April 2000
Fidelity Investments January 1996 - December 1997
Fidelity Investments January 1992 - December 1996
Skills
Business Process..., Business Analysis, Business Intelligence, Project Management, Quality Assurance, Leadership, Process Improvement, Vendor Management, Agile Methodologies, Scrum, Kanban, SDLC, Strategic Planning, Management, Budgets, Visio, MS Project, SharePoint, Change Management, Agile Project Management, Risk Management, ERP, Integration
Education
Providence College
B.S., Accounting
RealPage, Inc. February 2012 - Present
Mind Authority, LLC December 2010 - October 2011
Centex October 2004 - December 2010
Centex April 2000 - September 2004
Centex October 1998 - April 2000
Fidelity Investments January 1996 - December 1997
Fidelity Investments January 1992 - December 1996
Skills
Business Process..., Business Analysis, Business Intelligence, Project Management, Quality Assurance, Leadership, Process Improvement, Vendor Management, Agile Methodologies, Scrum, Kanban, SDLC, Strategic Planning, Management, Budgets, Visio, MS Project, SharePoint, Change Management, Agile Project Management, Risk Management, ERP, Integration
Education
Providence College
B.S., Accounting
Kevin Voigt's Fidelity Investments Experience June 2010 - August 2010
Job Senior Campaign Manager, Audience Solutions Group at Optimedia US
Industry Marketing and Advertising
Experience
Optimedia US June 2015 - Present
Optimedia US February 2015 - May 2015
VivaKi March 2014 - February 2015
AOL July 2012 - March 2014
Prospectiv June 2011 - July 2012
Fidelity Investments June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Analysis, Portfolio Management, Finance, Risk Management, Microsoft Excel
Education
Providence College 2007 — 2011
Bachelor of Science, Business Management, Finance
Optimedia US June 2015 - Present
Optimedia US February 2015 - May 2015
VivaKi March 2014 - February 2015
AOL July 2012 - March 2014
Prospectiv June 2011 - July 2012
Fidelity Investments June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Analysis, Portfolio Management, Finance, Risk Management, Microsoft Excel
Education
Providence College 2007 — 2011
Bachelor of Science, Business Management, Finance
Ryan Gladysz's Fidelity Investments Experience June 2007 - August 2007
Job Director, Digital Strategy at AXA US
Industry Financial Services
Experience
AXA US March 2015 - Present
AXA US March 2013 - February 2015
AXA US August 2011 - March 2013
AXA US August 2010 - August 2011
AXA US September 2009 - August 2010
Emergent Energy Group October 2009 - May 2010
AXA US March 2009 - September 2009
AXA US June 2008 - March 2009
Fidelity Investments June 2007 - August 2007
Riparian Partners, Ltd February 2007 - May 2007
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
MBA Candidate, Business Analytics, Digital Marketing and Innovation
Providence College 2004 — 2008
Finance, Economics
Shoreham Wading River High School 2000 — 2004
AXA US March 2015 - Present
AXA US March 2013 - February 2015
AXA US August 2011 - March 2013
AXA US August 2010 - August 2011
AXA US September 2009 - August 2010
Emergent Energy Group October 2009 - May 2010
AXA US March 2009 - September 2009
AXA US June 2008 - March 2009
Fidelity Investments June 2007 - August 2007
Riparian Partners, Ltd February 2007 - May 2007
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
MBA Candidate, Business Analytics, Digital Marketing and Innovation
Providence College 2004 — 2008
Finance, Economics
Shoreham Wading River High School 2000 — 2004
Peter Belina Peter Belina's Fidelity Investments Experience August 2009 - April 2012
Job
Industry Financial Services
Experience
State Street August 2015 - Present
JPMorgan Chase April 2012 - August 2015
Fidelity Investments August 2009 - April 2012
Morgan Stanley July 2007 - August 2009
JPMorgan Chase / JPMC / JP Morgan July 2003 - July 2007
Lehman Brothers / Lehman June 1993 - July 2003
Salomon Brothers January 1990 - June 1993
AT&T Bell Laboratories (ATT / Bell Labs) 1986 - 1990
Gore 1984 - 1986
Skills
Fluent in Polish, Fluent in German, Understands Russian, Security, Application Development, Architecture, SDLC, Middleware, Software Development, German, Russian, IT Management, Business Analysis, Agile Methodologies, Program Management, Portfolio Management, Enterprise Architecture, Governance, Information Technology, Executive Management, Infrastructure, Product Management, IT Strategy, Information Security, SaaS, SOA, Enterprise Software, Application Architecture, Software Project..., Trading Systems, Management, Architectures, Integration, Java, Unix, Solution Architecture, Distributed Systems, Business Intelligence, Strategy
Education
Princeton University 1986 — 1988
MS
University of Delaware 1982 — 1986
BS Magna Cum Laude
Adam Asnyk - Liceum Ogolnoksztalcace Nr 5 w Szczecine 1977 — 1981
Matura
State Street August 2015 - Present
JPMorgan Chase April 2012 - August 2015
Fidelity Investments August 2009 - April 2012
Morgan Stanley July 2007 - August 2009
JPMorgan Chase / JPMC / JP Morgan July 2003 - July 2007
Lehman Brothers / Lehman June 1993 - July 2003
Salomon Brothers January 1990 - June 1993
AT&T Bell Laboratories (ATT / Bell Labs) 1986 - 1990
Gore 1984 - 1986
Skills
Fluent in Polish, Fluent in German, Understands Russian, Security, Application Development, Architecture, SDLC, Middleware, Software Development, German, Russian, IT Management, Business Analysis, Agile Methodologies, Program Management, Portfolio Management, Enterprise Architecture, Governance, Information Technology, Executive Management, Infrastructure, Product Management, IT Strategy, Information Security, SaaS, SOA, Enterprise Software, Application Architecture, Software Project..., Trading Systems, Management, Architectures, Integration, Java, Unix, Solution Architecture, Distributed Systems, Business Intelligence, Strategy
Education
Princeton University 1986 — 1988
MS
University of Delaware 1982 — 1986
BS Magna Cum Laude
Adam Asnyk - Liceum Ogolnoksztalcace Nr 5 w Szczecine 1977 — 1981
Matura
Paul Hopper's Fidelity Investments Experience February 2012 - Present
Job Manager Procurement Analytics at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Oracle Corporation January 2010 - February 2012
Empire Pacific Windows January 2007 - January 2010
Skills
Process Improvement, Business Intelligence, Continuous Improvement, Microsoft Excel, MRP, Project Management, Procurement, Cross-functional Team..., Vendor Management, Manufacturing, Key Performance..., Kaizen, Supply Chain Management, Business Process..., Analytics, Business Analysis, Management, Marketing, Purchasing
Education
Portland State University - School of Business 2008 — 2010
Supply and Logistics Management, Business
Fidelity Investments February 2012 - Present
Oracle Corporation January 2010 - February 2012
Empire Pacific Windows January 2007 - January 2010
Skills
Process Improvement, Business Intelligence, Continuous Improvement, Microsoft Excel, MRP, Project Management, Procurement, Cross-functional Team..., Vendor Management, Manufacturing, Key Performance..., Kaizen, Supply Chain Management, Business Process..., Analytics, Business Analysis, Management, Marketing, Purchasing
Education
Portland State University - School of Business 2008 — 2010
Supply and Logistics Management, Business
Ryan Keenan Ryan Keenan's Fidelity Investments Experience August 2014 - March 2015
Job Vice President, Marketing and Development at LightWay Media Solutions, Inc.
Industry Financial Services
Experience
LightWay Media Solutions, Inc. April 2015 - Present
Fidelity Investments August 2014 - March 2015
Fidelity Investments January 2014 - August 2014
Perkins Paper Inc June 2012 - December 2013
Dorcas International Institute of Rhode Island January 2013 - May 2013
Perkins Paper Inc June 2009 - September 2011
Skills
Nonprofits, Research, Editing, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Policy, Operations Management, Project Management, Delivery, Route Planning
Education
Providence College 2009 — 2013
Bachelor of Arts (B.A.), History with Political Science minor, GPA: 3.84, Magna Cum Laude
London School of Economics and Political Science 2011 — 2012
General Course, Economics, International Relations, Economic History, Finance, 2.1 (Equivalent to B+/A- at an American University)
LightWay Media Solutions, Inc. April 2015 - Present
Fidelity Investments August 2014 - March 2015
Fidelity Investments January 2014 - August 2014
Perkins Paper Inc June 2012 - December 2013
Dorcas International Institute of Rhode Island January 2013 - May 2013
Perkins Paper Inc June 2009 - September 2011
Skills
Nonprofits, Research, Editing, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Policy, Operations Management, Project Management, Delivery, Route Planning
Education
Providence College 2009 — 2013
Bachelor of Arts (B.A.), History with Political Science minor, GPA: 3.84, Magna Cum Laude
London School of Economics and Political Science 2011 — 2012
General Course, Economics, International Relations, Economic History, Finance, 2.1 (Equivalent to B+/A- at an American University)
Rocio Gallo Rocio Gallo's Fidelity Investments Experience February 2014 - August 2014
Job Financial Analyst at University of Texas at Dallas
Industry Research
Experience
University of Texas at Dallas August 2014 - Present
Fidelity Investments February 2014 - August 2014
University of Texas at Arlington January 2013 - December 2013
ABB August 2009 - August 2010
ABB August 2006 - December 2008
Oxy February 2005 - May 2006
Chevron July 2002 - January 2005
ExxonMobil June 2000 - June 2002
Skills
Analytics, Bookkeeping, Coordination, Microsoft Excel, Microsoft Word, Mathematics, Microsoft Office, PowerPoint, Management, Analysis
Education
The University of Texas at Arlington 2012 — 2013
Master's degree, Economics, GPA 3.3
Pontificia Universidad Javeriana 2006 — 2007
Diploma, International Financial Accounting
Universidad Externado de Colombia 1994 — 1998
Bachelor's degree, Accounting
University of Texas at Dallas August 2014 - Present
Fidelity Investments February 2014 - August 2014
University of Texas at Arlington January 2013 - December 2013
ABB August 2009 - August 2010
ABB August 2006 - December 2008
Oxy February 2005 - May 2006
Chevron July 2002 - January 2005
ExxonMobil June 2000 - June 2002
Skills
Analytics, Bookkeeping, Coordination, Microsoft Excel, Microsoft Word, Mathematics, Microsoft Office, PowerPoint, Management, Analysis
Education
The University of Texas at Arlington 2012 — 2013
Master's degree, Economics, GPA 3.3
Pontificia Universidad Javeriana 2006 — 2007
Diploma, International Financial Accounting
Universidad Externado de Colombia 1994 — 1998
Bachelor's degree, Accounting
Calley Milne Calley Milne's Fidelity Investments Experience January 2008 - July 2009
Job Kanteres Real Estate, Inc.
Industry Real Estate
Experience
New Hampshire Real Estate Commission November 2014 - Present
Kanteres Real Estate July 2009 - Present
Fidelity Investments January 2008 - July 2009
Fidelity Investments September 2004 - January 2008
Leatherman Tool Group March 1999 - September 2004
PG&E June 1994 - March 1999
Skills
Performance Management, Human Resources, Program Management, Employee Relations, Leadership, Management, Business Analysis, Business Process, Employee Benefits, Project Management, Benefits Administration, Deferred Compensation, Personnel Management, Analysis, Team Management, Executive Pay, Process Improvement, Vendor Management, Compensation & Benefit, Creative Direction
Education
World at Work - HR Professional Association 1995 — 2008
Certified Compensation Professional (CCP), Compensation Management and Administration
Portland State University 1996 — 1998
Professional Certification, HR Management
University of Oregon 1990 — 1994
BA, Journalism, Public Relations
New Hampshire Real Estate Commission November 2014 - Present
Kanteres Real Estate July 2009 - Present
Fidelity Investments January 2008 - July 2009
Fidelity Investments September 2004 - January 2008
Leatherman Tool Group March 1999 - September 2004
PG&E June 1994 - March 1999
Skills
Performance Management, Human Resources, Program Management, Employee Relations, Leadership, Management, Business Analysis, Business Process, Employee Benefits, Project Management, Benefits Administration, Deferred Compensation, Personnel Management, Analysis, Team Management, Executive Pay, Process Improvement, Vendor Management, Compensation & Benefit, Creative Direction
Education
World at Work - HR Professional Association 1995 — 2008
Certified Compensation Professional (CCP), Compensation Management and Administration
Portland State University 1996 — 1998
Professional Certification, HR Management
University of Oregon 1990 — 1994
BA, Journalism, Public Relations
Ryan Foss's Fidelity Investments Experience 2008 - 2009
Job Hedge/Trading Manager at Compass Analytics, LLC
Industry Financial Services
Experience
Compass Analytics, LLC 2015 - Present
RBS 2013 - 2014
Gleacher 2012 - 2013
Credit Suisse April 2010 - November 2011
Fidelity Investments 2008 - 2009
JPMorgan 2006 - 2008
Riva Ridge Capital May 2005 - August 2005
Skills
Trading, Fixed Income, MBS, Capital Markets, Hedge Funds, Valuation, Derivatives, Securities, Bonds, Financial Modeling, Intex, Bloomberg, Securitization, Investments, Options, Investment Banking, Series 7, Mutual Funds, Series 63, CMOS, CFA Level 1 Candidate, Agency MBS, Portfolio Management
Education
Princeton University 2002 — 2006
Bachelor's Degree, Chemistry, Finance
Compass Analytics, LLC 2015 - Present
RBS 2013 - 2014
Gleacher 2012 - 2013
Credit Suisse April 2010 - November 2011
Fidelity Investments 2008 - 2009
JPMorgan 2006 - 2008
Riva Ridge Capital May 2005 - August 2005
Skills
Trading, Fixed Income, MBS, Capital Markets, Hedge Funds, Valuation, Derivatives, Securities, Bonds, Financial Modeling, Intex, Bloomberg, Securitization, Investments, Options, Investment Banking, Series 7, Mutual Funds, Series 63, CMOS, CFA Level 1 Candidate, Agency MBS, Portfolio Management
Education
Princeton University 2002 — 2006
Bachelor's Degree, Chemistry, Finance
Jeffrey Kilday's Fidelity Investments Experience May 2015 - August 2015
Job Graduate Student at Providence College
Industry Accounting
Experience
Fidelity Investments May 2015 - August 2015
The Mug and Muffin Restaurant 2006 - 2014
Town of Marshfield Department of Public Works April 2013 - August 2013
Beth Israel Deaconess Medical Center April 2011 - August 2011
Education
Providence College MBA 2015 — 2016
Master’s Degree, Accounting and Finance
Providence College 2011 — 2015
Bachelor's Degree, Accounting, Senior
Fidelity Investments May 2015 - August 2015
The Mug and Muffin Restaurant 2006 - 2014
Town of Marshfield Department of Public Works April 2013 - August 2013
Beth Israel Deaconess Medical Center April 2011 - August 2011
Education
Providence College MBA 2015 — 2016
Master’s Degree, Accounting and Finance
Providence College 2011 — 2015
Bachelor's Degree, Accounting, Senior
Tom Bolton's Fidelity Investments Experience June 2005 - November 2006
Job
Industry Internet
Experience
The ChalkBird September 2013 - Present
Mediabahn Consulting 2001 - Present
CIMIT (Partners Healthcare) November 2012 - October 2013
Brightleaf Corporation February 2009 - October 2012
good2gether January 2008 - February 2009
Blue Egg November 2006 - October 2007
Fidelity Investments June 2005 - November 2006
Onesource Information Services January 2003 - June 2004
Trinity Communications 1996 - 2001
Skills
User Experience, User Interface Design, Product Management, Usability Testing, User-centered Design, Information Architecture, Start-ups, Creative Direction, Wireframes, Product Design, Persona, Digital Strategy, User Research, Needs Analysis, User Experience Design, Usability, Content Strategy, Product Development, Usability Engineering, Wire Framing, Product Strategy, Business Requirements, Personas, Web Development, Web Applications, Visual Design, SaaS, Experience Design, Interaction Design, Information Design, User Interface, Agile Methodologies, Ruby on Rails, Business Planning, jQuery, JavaScript, CSS3, HTML 5, MVC Architecture, CSS, Management, Software Development, Leadership, Consulting, Entrepreneurship, Marketing
Education
Princeton University
BA
Glen Cove High School
The ChalkBird September 2013 - Present
Mediabahn Consulting 2001 - Present
CIMIT (Partners Healthcare) November 2012 - October 2013
Brightleaf Corporation February 2009 - October 2012
good2gether January 2008 - February 2009
Blue Egg November 2006 - October 2007
Fidelity Investments June 2005 - November 2006
Onesource Information Services January 2003 - June 2004
Trinity Communications 1996 - 2001
Skills
User Experience, User Interface Design, Product Management, Usability Testing, User-centered Design, Information Architecture, Start-ups, Creative Direction, Wireframes, Product Design, Persona, Digital Strategy, User Research, Needs Analysis, User Experience Design, Usability, Content Strategy, Product Development, Usability Engineering, Wire Framing, Product Strategy, Business Requirements, Personas, Web Development, Web Applications, Visual Design, SaaS, Experience Design, Interaction Design, Information Design, User Interface, Agile Methodologies, Ruby on Rails, Business Planning, jQuery, JavaScript, CSS3, HTML 5, MVC Architecture, CSS, Management, Software Development, Leadership, Consulting, Entrepreneurship, Marketing
Education
Princeton University
BA
Glen Cove High School
Kimberly McCormick Jones's Fidelity Investments Experience April 2012 - December 2014
Job Software Quality Professional at Currently seeking new opportunities
Industry Financial Services
Experience
Currently seeking new opportunities January 2015 - Present
Fidelity Investments April 2012 - December 2014
Nokia September 2002 - December 2010
Nokia February 2001 - September 2002
Nokia Networks July 2000 - February 2001
Software Quality Partners July 1997 - July 2000
InterVoice, Inc. March 1995 - July 1997
EMSI February 1994 - March 1995
Skills
Test Planning, System Testing, User Acceptance Testing, Usability Testing, Fault Management, Business Analysis, Defect Tracking, Software Project..., Testing, Test Cases, Test Management, Telecommunications, Software Quality..., Quality Center, Unix, SDLC, Manual Testing, Agile Methodologies, Wireless, Mobile Applications, Regression Testing, Waterfall, QTP, SQL, Test Strategy, Symbian, Mobile Devices, Test Execution, Integration, Linux, Software Development, Test Automation, Scrum, Agile Project Management, ClearCase, Product Management, Performance Testing, Requirements Analysis
Education
Amberton University
MBA, Management, Strategic Leadership
Prairie View A&M University
BBA, Management Information Systems
Currently seeking new opportunities January 2015 - Present
Fidelity Investments April 2012 - December 2014
Nokia September 2002 - December 2010
Nokia February 2001 - September 2002
Nokia Networks July 2000 - February 2001
Software Quality Partners July 1997 - July 2000
InterVoice, Inc. March 1995 - July 1997
EMSI February 1994 - March 1995
Skills
Test Planning, System Testing, User Acceptance Testing, Usability Testing, Fault Management, Business Analysis, Defect Tracking, Software Project..., Testing, Test Cases, Test Management, Telecommunications, Software Quality..., Quality Center, Unix, SDLC, Manual Testing, Agile Methodologies, Wireless, Mobile Applications, Regression Testing, Waterfall, QTP, SQL, Test Strategy, Symbian, Mobile Devices, Test Execution, Integration, Linux, Software Development, Test Automation, Scrum, Agile Project Management, ClearCase, Product Management, Performance Testing, Requirements Analysis
Education
Amberton University
MBA, Management, Strategic Leadership
Prairie View A&M University
BBA, Management Information Systems
Michelle Wolfe's Fidelity Investments Experience January 2011 - September 2011
Job Experienced Marketing Project Manager
Industry Marketing and Advertising
Experience
TIAA-CREF November 2012 - Present
Fidelity Investments January 2011 - September 2011
Fidelity Investments October 2003 - April 2010
State Street Research April 1999 - October 2003
Skills
Direct Marketing, Vendor Management, Integrated Marketing, Relationship Management, Marketing Communications, Online Advertising, Email Marketing, Process Improvement, Strategic Planning, Advertising, Marketing Strategy, Account Management, Marketing, Corporate Communications, Management, Project Management, Program Management, Microsoft Excel, Data Analysis, SEO, Forms Processing, Budgets, Business Strategy, Business Analysis, CRM, Analytics, Leadership, Strategy, Market Research, Salesforce.com, Competitive Analysis, Product Management, Online Marketing, Digital Strategy, Lead Generation, Segmentation, Multi-channel Marketing, Digital Marketing, Interactive Marketing, Product Marketing, Web Analytics, E-commerce, Database Marketing, Direct Mail, Social Media Marketing, Creative Direction, Financial Services, Cross-functional Team..., Brand Development
Education
Providence College 1986 — 1990
Bachelor of Arts
TIAA-CREF November 2012 - Present
Fidelity Investments January 2011 - September 2011
Fidelity Investments October 2003 - April 2010
State Street Research April 1999 - October 2003
Skills
Direct Marketing, Vendor Management, Integrated Marketing, Relationship Management, Marketing Communications, Online Advertising, Email Marketing, Process Improvement, Strategic Planning, Advertising, Marketing Strategy, Account Management, Marketing, Corporate Communications, Management, Project Management, Program Management, Microsoft Excel, Data Analysis, SEO, Forms Processing, Budgets, Business Strategy, Business Analysis, CRM, Analytics, Leadership, Strategy, Market Research, Salesforce.com, Competitive Analysis, Product Management, Online Marketing, Digital Strategy, Lead Generation, Segmentation, Multi-channel Marketing, Digital Marketing, Interactive Marketing, Product Marketing, Web Analytics, E-commerce, Database Marketing, Direct Mail, Social Media Marketing, Creative Direction, Financial Services, Cross-functional Team..., Brand Development
Education
Providence College 1986 — 1990
Bachelor of Arts
Matthew Benner's Fidelity Investments Experience August 1998 - September 2004
Job Partner and CMO at Chief Outsiders
Industry Management Consulting
Experience
Chief Outsiders November 2009 - Present
The Planet May 2010 - November 2010
Reliant Energy July 2006 - June 2008
Barclays Bank PLC October 2004 - July 2006
Fidelity Investments August 1998 - September 2004
AT&T August 1993 - August 1998
Kraft January 1986 - August 1993
Procter & Gamble 1983 - January 1986
Student Agencies September 1980 - August 1983
Student Record Agency January 1980 - June 1983
Skills
Product Marketing, Strategic Vision, Product Management, Strategic Partnerships, Segmentation, Marketing Strategy, Start-ups, Strategic Planning, Multi-channel Marketing, Executive Management, Customer Acquisition, Product Development, Strategy, Business Strategy, Business Development, Mergers, Go-to-market Strategy, Marketing, Lead Generation, B2B, Market Research, Positioning, Organizational..., Value Propositions, Demand Generation, Pricing Optimization, Social Media, go to market planning, Public Relations, Digital Marketing, Marketing Automation, New Product Roll Out, Sales Channel..., Advertising, Leadership, Management, Marketing Communications, Brand Management, Cloud Computing, Marketing Management, B2B Marketing, Sales, Integrated Marketing, Market Planning, Analytics, Direct Marketing, P&L Management, Market Analysis, Brand Development, Competitive Analysis
Education
Princeton University 1979 — 1983
BSE, Chemical & Nuclear Engineering
Chief Outsiders November 2009 - Present
The Planet May 2010 - November 2010
Reliant Energy July 2006 - June 2008
Barclays Bank PLC October 2004 - July 2006
Fidelity Investments August 1998 - September 2004
AT&T August 1993 - August 1998
Kraft January 1986 - August 1993
Procter & Gamble 1983 - January 1986
Student Agencies September 1980 - August 1983
Student Record Agency January 1980 - June 1983
Skills
Product Marketing, Strategic Vision, Product Management, Strategic Partnerships, Segmentation, Marketing Strategy, Start-ups, Strategic Planning, Multi-channel Marketing, Executive Management, Customer Acquisition, Product Development, Strategy, Business Strategy, Business Development, Mergers, Go-to-market Strategy, Marketing, Lead Generation, B2B, Market Research, Positioning, Organizational..., Value Propositions, Demand Generation, Pricing Optimization, Social Media, go to market planning, Public Relations, Digital Marketing, Marketing Automation, New Product Roll Out, Sales Channel..., Advertising, Leadership, Management, Marketing Communications, Brand Management, Cloud Computing, Marketing Management, B2B Marketing, Sales, Integrated Marketing, Market Planning, Analytics, Direct Marketing, P&L Management, Market Analysis, Brand Development, Competitive Analysis
Education
Princeton University 1979 — 1983
BSE, Chemical & Nuclear Engineering
Colin Anderson's Fidelity Investments Experience May 2010 - Present
Job Equity Research Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments May 2010 - Present
Fidelity Investments August 2007 - June 2010
ABN AMRO June 2006 - August 2006
Fifth Third Bank June 2005 - August 2005
Skills
Equity Research, Financial Analysis, Equities, Valuation
Education
Princeton University 2003 — 2007
A.B., Philosophy
Fidelity Investments May 2010 - Present
Fidelity Investments August 2007 - June 2010
ABN AMRO June 2006 - August 2006
Fifth Third Bank June 2005 - August 2005
Skills
Equity Research, Financial Analysis, Equities, Valuation
Education
Princeton University 2003 — 2007
A.B., Philosophy
Alex Marx's Fidelity Investments Experience March 2007 - Present
Job Fidelity Investments Fixed Income Division
Industry Financial Services
Experience
Fidelity Investments March 2007 - Present
Deutsche Bank 2002 - 2006
Morgan Stanley April 1996 - March 2002
Prudential Securities October 1992 - April 1996
Skills
Fixed Income, Bonds, Alternative Investments, Trading, Mutual Funds, Investments, Management, Equities, Asset Management, Derivatives, Electronic Trading, Institutional, Leadership, Portfolio Management, Capital Markets, Separately Managed...
Education
Princeton University 1988 — 1992
Bachelor of Arts (BA), History
Fidelity Investments March 2007 - Present
Deutsche Bank 2002 - 2006
Morgan Stanley April 1996 - March 2002
Prudential Securities October 1992 - April 1996
Skills
Fixed Income, Bonds, Alternative Investments, Trading, Mutual Funds, Investments, Management, Equities, Asset Management, Derivatives, Electronic Trading, Institutional, Leadership, Portfolio Management, Capital Markets, Separately Managed...
Education
Princeton University 1988 — 1992
Bachelor of Arts (BA), History
Ryan Plotner's Fidelity Investments Experience September 2013 - Present
Job SVP, Brokerage Products for Fidelity Institutional Product
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments May 2012 - September 2013
Fidelity Investments May 2009 - May 2012
Fidelity Investments February 2008 - May 2009
Fidelity Investments December 2006 - February 2008
Fidelity Investments May 2003 - December 2006
Juno May 2000 - May 2001
Banc of America Securities January 1997 - May 2000
Skills
Series 7, Series 24, Series 63, Investments, Alternative Investments, Mutual Funds, Hedge Funds, Personal Trust, Managed Accounts, Wealth Management, Private Client Services, Talent Management, Financial Services
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2003
MBA
Princeton University 1992 — 1996
Bachelor, Politics & International Relations
Milton Academy 1989 — 1992
High School
Fidelity Investments September 2013 - Present
Fidelity Investments May 2012 - September 2013
Fidelity Investments May 2009 - May 2012
Fidelity Investments February 2008 - May 2009
Fidelity Investments December 2006 - February 2008
Fidelity Investments May 2003 - December 2006
Juno May 2000 - May 2001
Banc of America Securities January 1997 - May 2000
Skills
Series 7, Series 24, Series 63, Investments, Alternative Investments, Mutual Funds, Hedge Funds, Personal Trust, Managed Accounts, Wealth Management, Private Client Services, Talent Management, Financial Services
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2003
MBA
Princeton University 1992 — 1996
Bachelor, Politics & International Relations
Milton Academy 1989 — 1992
High School
Nancy James's Fidelity Investments Experience December 1996 - September 2003
Job Manager, Talent Management Programs at The First Church of Christ, Scientist
Industry Publishing
Experience
The First Church of Christ, Scientist January 2014 - Present
Christian Science Publishing Society June 2012 - December 2013
Christian Science Publishing Society October 2010 - June 2012
Chestnut Hill Benevolent Association September 2003 - October 2010
Fidelity Investments December 1996 - September 2003
Digital Equipment Corporation September 1979 - December 1996
Skills
Non-profits, Editing, Strategy, Nonprofits, Sales, Project Planning, Customer Service, Social Networking, Finance, Fundraising, Social Media, Public Speaking, Management, Research, Leadership, Publishing, Event Planning, Strategic Planning
Education
Simmons College 1973 — 1976
Masters of Science, Library and Information Science
Principia College 1967 — 1971
Bachelor of Arts, English
The First Church of Christ, Scientist January 2014 - Present
Christian Science Publishing Society June 2012 - December 2013
Christian Science Publishing Society October 2010 - June 2012
Chestnut Hill Benevolent Association September 2003 - October 2010
Fidelity Investments December 1996 - September 2003
Digital Equipment Corporation September 1979 - December 1996
Skills
Non-profits, Editing, Strategy, Nonprofits, Sales, Project Planning, Customer Service, Social Networking, Finance, Fundraising, Social Media, Public Speaking, Management, Research, Leadership, Publishing, Event Planning, Strategic Planning
Education
Simmons College 1973 — 1976
Masters of Science, Library and Information Science
Principia College 1967 — 1971
Bachelor of Arts, English
Ethan Pride, CFA, PhD's Fidelity Investments Experience March 2008 - June 2010
Job Investment Analyst
Industry Financial Services
Experience
SCS Financial March 2014 - Present
Groupama Asset Management December 2010 - March 2013
Fidelity Investments March 2008 - June 2010
Fidelity Investments November 2006 - March 2008
Fidelity Investments April 2006 - November 2006
The College of New Jersey January 2004 - January 2005
Princeton University January 2003 - January 2004
Skills
Asset Allocation, Equities, Portfolio Management, Quantitative Analytics, Mutual Funds, Risk Management, ETFs, Finance, Financial Risk, Investment Management
Education
Princeton University
PhD
Stanford University
AB
University of Tennessee-Knoxville
BS
SCS Financial March 2014 - Present
Groupama Asset Management December 2010 - March 2013
Fidelity Investments March 2008 - June 2010
Fidelity Investments November 2006 - March 2008
Fidelity Investments April 2006 - November 2006
The College of New Jersey January 2004 - January 2005
Princeton University January 2003 - January 2004
Skills
Asset Allocation, Equities, Portfolio Management, Quantitative Analytics, Mutual Funds, Risk Management, ETFs, Finance, Financial Risk, Investment Management
Education
Princeton University
PhD
Stanford University
AB
University of Tennessee-Knoxville
BS
Nabil Kanso's Fidelity Investments Experience September 2012 - October 2014
Job Vice President Investments
Industry Financial Services
Experience
The Mutual Fund Store 2014 - Present
Fidelity Investments September 2012 - October 2014
Q6 Model & Artist MGMT January 2007 - September 2012
Morgan Stanley July 2011 - July 2012
JPMorgan Chase August 2010 - July 2011
BP Arco June 2006 - July 2010
Congressman Earl Blumenauer March 2008 - May 2010
Merrill Lynch June 2007 - February 2008
Skills
Series 7, Series 66, Social Media, Mutual Funds, Uniform Combined State..., Series 63, Finance, Investments, Marketing
Education
Portland State University - School of Business 2006 — 2009
Bachelor of Science (BS), Advertising/Management/Marketing
University of Oregon 2006 — 2007
The Mutual Fund Store 2014 - Present
Fidelity Investments September 2012 - October 2014
Q6 Model & Artist MGMT January 2007 - September 2012
Morgan Stanley July 2011 - July 2012
JPMorgan Chase August 2010 - July 2011
BP Arco June 2006 - July 2010
Congressman Earl Blumenauer March 2008 - May 2010
Merrill Lynch June 2007 - February 2008
Skills
Series 7, Series 66, Social Media, Mutual Funds, Uniform Combined State..., Series 63, Finance, Investments, Marketing
Education
Portland State University - School of Business 2006 — 2009
Bachelor of Science (BS), Advertising/Management/Marketing
University of Oregon 2006 — 2007
Mary Beth Monaghan's Fidelity Investments Experience 2005 - 2010
Job Life Customer Service Tax Team Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group March 2011 - Present
Fidelity Investments 2005 - 2010
Fidelity Investments 2003 - 2005
Fidelity Investments 1999 - 2003
Fidelity Investments 1994 - 1999
Fidelity Investments 1993 - 1994
Fidelity Investments 1993 - 1993
Education
Providence College 1977 — 1981
BA, Social Work
Lincoln Financial Group March 2011 - Present
Fidelity Investments 2005 - 2010
Fidelity Investments 2003 - 2005
Fidelity Investments 1999 - 2003
Fidelity Investments 1994 - 1999
Fidelity Investments 1993 - 1994
Fidelity Investments 1993 - 1993
Education
Providence College 1977 — 1981
BA, Social Work
Kevin Farrahar's Fidelity Investments Experience July 2014 - Present
Job Corporate Hospitality Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments May 2013 - April 2014
Fidelity Investments December 2011 - May 2013
Fidelity Investments May 2006 - December 2011
Fidelity Investments December 2004 - May 2006
Education
Providence College 1997 — 2001
BA, English
Fidelity Investments July 2014 - Present
Fidelity Investments May 2013 - April 2014
Fidelity Investments December 2011 - May 2013
Fidelity Investments May 2006 - December 2011
Fidelity Investments December 2004 - May 2006
Education
Providence College 1997 — 2001
BA, English
Lisa Housman Tellander's Fidelity Investments Experience 2010 - Present
Job Director, Product Management at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2010 - Present
Fidelity Management and Research Company 2004 - 2010
Education
Princeton University
A.B., History, European Cultural Studies
The University of Chicago
M.A., Art History
University of California, Berkeley, Haas School of Business
M.B.A., Business
Fidelity Investments 2010 - Present
Fidelity Management and Research Company 2004 - 2010
Education
Princeton University
A.B., History, European Cultural Studies
The University of Chicago
M.A., Art History
University of California, Berkeley, Haas School of Business
M.B.A., Business
Ana Liles's Fidelity Investments Experience November 1997 - June 2008
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments November 1997 - June 2008
Education
Providence College 2000 — 2003
MBA, Finance
Fidelity Investments November 1997 - June 2008
Education
Providence College 2000 — 2003
MBA, Finance
Julie Keveny's Fidelity Investments Experience June 2007 - August 2008
Job Digital Marketing Professional Seeking New Opportunities
Industry Marketing and Advertising
Experience
MMB July 2015 - September 2015
The Boston Consulting Group July 2014 - May 2015
Oceanos July 2013 - May 2014
Oceanos November 2011 - June 2013
Oceanos January 2011 - November 2011
TechTarget May 2010 - December 2010
Bain Capital October 2009 - March 2010
Fidelity Investments June 2007 - August 2008
Skills
Email Marketing, Strategy, Marketing, Lead Generation, Online Marketing, Demand Generation, Marketing Strategy, Management, Campaign Management, Account Management, Program Management, Integrated Marketing, Digital Marketing, Strategic Planning, Salesforce.com, Market Research, Strategic Partnerships, Account Marketing, Event Management, Product Marketing, Direct Marketing, Partner Management, Project Management, CRM, Partnership Marketing, Marketing Automation, KPI Reports, Multi-channel Marketing, Enterprise Software, B2B Marketing, B2B, SiriusDecisions..., SiriusDecisions..., Internal Communications
Education
Providence College 2005 — 2009
B.S.
Richmond, The American International University, Florence, Italy 2007 — 2007
Note Dame Academy 2001 — 2005
MMB July 2015 - September 2015
The Boston Consulting Group July 2014 - May 2015
Oceanos July 2013 - May 2014
Oceanos November 2011 - June 2013
Oceanos January 2011 - November 2011
TechTarget May 2010 - December 2010
Bain Capital October 2009 - March 2010
Fidelity Investments June 2007 - August 2008
Skills
Email Marketing, Strategy, Marketing, Lead Generation, Online Marketing, Demand Generation, Marketing Strategy, Management, Campaign Management, Account Management, Program Management, Integrated Marketing, Digital Marketing, Strategic Planning, Salesforce.com, Market Research, Strategic Partnerships, Account Marketing, Event Management, Product Marketing, Direct Marketing, Partner Management, Project Management, CRM, Partnership Marketing, Marketing Automation, KPI Reports, Multi-channel Marketing, Enterprise Software, B2B Marketing, B2B, SiriusDecisions..., SiriusDecisions..., Internal Communications
Education
Providence College 2005 — 2009
B.S.
Richmond, The American International University, Florence, Italy 2007 — 2007
Note Dame Academy 2001 — 2005
arba roberts's Fidelity Investments Experience November 2005 - Present
Job Retirement Relationship Manager
Industry Financial Services
Experience
Fidelity Investments November 2005 - Present
Radio Shack Corporation May 1983 - March 2003
Education
Post University
Business, Accounting
Fidelity Investments November 2005 - Present
Radio Shack Corporation May 1983 - March 2003
Education
Post University
Business, Accounting
Craig North, CMFC, CFP®'s Fidelity Investments Experience April 2015 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments October 2013 - Present
Fidelity Investments February 2013 - October 2013
VALIC July 2003 - February 2013
AXA Equitable December 2002 - June 2003
Hilton Worldwide June 1998 - June 2002
Skills
CMFC, Investment Advisory, Series 7, Series 66, Morningstar Principia..., Retirement Planning, Mutual Funds, Annuities, IRA's, 401k, Insurance Planning, Long Term Care Insurance
Education
Post Graduate 2004 — 2005
Executive Certificate in Financial Planning, Finance
Portland State University 2001 — 2004
Bachelor's degree, Finance and Financial Management Services
University of Portland 1997 — 2001
Bachelor of Science, Psychology
Fidelity Investments April 2015 - Present
Fidelity Investments October 2013 - Present
Fidelity Investments February 2013 - October 2013
VALIC July 2003 - February 2013
AXA Equitable December 2002 - June 2003
Hilton Worldwide June 1998 - June 2002
Skills
CMFC, Investment Advisory, Series 7, Series 66, Morningstar Principia..., Retirement Planning, Mutual Funds, Annuities, IRA's, 401k, Insurance Planning, Long Term Care Insurance
Education
Post Graduate 2004 — 2005
Executive Certificate in Financial Planning, Finance
Portland State University 2001 — 2004
Bachelor's degree, Finance and Financial Management Services
University of Portland 1997 — 2001
Bachelor of Science, Psychology
Ed Pointer's Fidelity Investments Experience January 1999 - January 2000
Job Collections Team Manager at CarFinance.com
Industry Financial Services
Experience
CarFinance.com March 2012 - Present
Santander Consumer USA Inc. November 2009 - March 2012
Triad Financial June 2007 - November 2009
Ford Motor Credit 2006 May 2006 - May 2007
Citicapital/ GE Commercial Finance April 2002 - December 2005
JP Morgan Chase Bank January 2000 - January 2002
Fidelity Investments January 1999 - January 2000
Skills
Banking, Call Centers, Credit Analysis, Loan Servicing, Loans, Loss Mitigation, Risk Management
Education
Prairie View A&M University
Accounting
Prairie View A&M University
CarFinance.com March 2012 - Present
Santander Consumer USA Inc. November 2009 - March 2012
Triad Financial June 2007 - November 2009
Ford Motor Credit 2006 May 2006 - May 2007
Citicapital/ GE Commercial Finance April 2002 - December 2005
JP Morgan Chase Bank January 2000 - January 2002
Fidelity Investments January 1999 - January 2000
Skills
Banking, Call Centers, Credit Analysis, Loan Servicing, Loans, Loss Mitigation, Risk Management
Education
Prairie View A&M University
Accounting
Prairie View A&M University
Venugoopal Reddy Chedherala's Fidelity Investments Experience August 2008 - February 2010
Job Technical Architect at AT&T
Industry Information Technology and Services
Experience
AT&T January 2014 - Present
Tata Consultancy Services March 2010 - January 2014
Fidelity Investments August 2008 - February 2010
Cognizant Technology Solutions July 2006 - August 2008
Skills
Unix, Informatica, ETL, Teradata, Oracle Golden Gate, Tortoise SVN, Vertica, Erwin, TWS, Teradata SQL Assistant, DB2, Python, Perl, SQL, Oracle SQL Developer, Toad, WinSCP, ReqPro, HP Vertica vsql, Awk, Putty, COBOL, CICS, Mainframe, SDLC, Oracle, Easytrieve, IMS DB/DC, JCL, VSAM, Requirements Gathering
Education
Pondicherry University 2004 — 2006
M.Sc, Physics
New Noble Degree & P.G College,Hyderabad 2001 — 2004
B.Sc, Computer Science
Z.P. High School 1991 — 1999
Maths, Science
AT&T January 2014 - Present
Tata Consultancy Services March 2010 - January 2014
Fidelity Investments August 2008 - February 2010
Cognizant Technology Solutions July 2006 - August 2008
Skills
Unix, Informatica, ETL, Teradata, Oracle Golden Gate, Tortoise SVN, Vertica, Erwin, TWS, Teradata SQL Assistant, DB2, Python, Perl, SQL, Oracle SQL Developer, Toad, WinSCP, ReqPro, HP Vertica vsql, Awk, Putty, COBOL, CICS, Mainframe, SDLC, Oracle, Easytrieve, IMS DB/DC, JCL, VSAM, Requirements Gathering
Education
Pondicherry University 2004 — 2006
M.Sc, Physics
New Noble Degree & P.G College,Hyderabad 2001 — 2004
B.Sc, Computer Science
Z.P. High School 1991 — 1999
Maths, Science
Noel Graydon's Fidelity Investments Experience January 2015 - Present
Job Sr. Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments May 2013 - January 2015
Fidelity Investments July 2012 - May 2013
Fidelity Investments June 2011 - May 2012
Town of Kennebunkport June 2008 - August 2010
Education
Providence College 2008 — 2012
Bachelor of Science (BS), Finance, General
Kennebunk High School 2004 — 2008
Fidelity Investments January 2015 - Present
Fidelity Investments May 2013 - January 2015
Fidelity Investments July 2012 - May 2013
Fidelity Investments June 2011 - May 2012
Town of Kennebunkport June 2008 - August 2010
Education
Providence College 2008 — 2012
Bachelor of Science (BS), Finance, General
Kennebunk High School 2004 — 2008
Eric Cutler's Fidelity Investments Experience July 2000 - October 2003
Job VP, Senior Direct Supervision Principal Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2010 - Present
Merrill Lynch June 2009 - April 2010
Banc of America Investments June 2006 - June 2009
CCO Investment Services November 2005 - June 2006
CCO Investment Services June 2004 - November 2005
Fidelity Investments July 2000 - October 2003
Skills
Securities, Mutual Funds, Project Management, Customer Service, Analysis, Leadership, Program Management, Series 24, Microsoft Office, Problem Solving, Social Media, Options
Education
Providence College 1994 — 1998
Bachelor of Arts, Theatre Arts
Merrill Lynch April 2010 - Present
Merrill Lynch June 2009 - April 2010
Banc of America Investments June 2006 - June 2009
CCO Investment Services November 2005 - June 2006
CCO Investment Services June 2004 - November 2005
Fidelity Investments July 2000 - October 2003
Skills
Securities, Mutual Funds, Project Management, Customer Service, Analysis, Leadership, Program Management, Series 24, Microsoft Office, Problem Solving, Social Media, Options
Education
Providence College 1994 — 1998
Bachelor of Arts, Theatre Arts
Michelle Roebuck's Fidelity Investments Experience September 2013 - September 2015
Job Senior Manager at TPG Capital
Industry Financial Services
Experience
TPG Capital September 2015 - Present
Fidelity Investments September 2013 - September 2015
Fidelity Investments June 2011 - September 2013
Fidelity Investments October 2006 - June 2011
Fidelity Investments September 2005 - October 2006
Fidelity Investments May 2004 - September 2005
Skills
Requirements Gathering, Business Requirements, User Acceptance Testing, Mutual Funds, Visio, Financial Services, Business Process..., Business Process Design, Process Control, Process Management, Project Management, Process Excellence, Microsoft Excel, PowerPoint, Lean Thinking, Business Transformation, Building Relationships, Data Analysis, Program Management, Business Analysis, Process Improvement, Leadership, Cross-functional Team...
Education
The University of Texas at Austin 1997 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Universidad Católica de Valparaíso 1999 — 2000
Spanish
TPG Capital September 2015 - Present
Fidelity Investments September 2013 - September 2015
Fidelity Investments June 2011 - September 2013
Fidelity Investments October 2006 - June 2011
Fidelity Investments September 2005 - October 2006
Fidelity Investments May 2004 - September 2005
Skills
Requirements Gathering, Business Requirements, User Acceptance Testing, Mutual Funds, Visio, Financial Services, Business Process..., Business Process Design, Process Control, Process Management, Project Management, Process Excellence, Microsoft Excel, PowerPoint, Lean Thinking, Business Transformation, Building Relationships, Data Analysis, Program Management, Business Analysis, Process Improvement, Leadership, Cross-functional Team...
Education
The University of Texas at Austin 1997 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Universidad Católica de Valparaíso 1999 — 2000
Spanish
Melody Regan's Fidelity Investments Experience January 2007 - April 2008
Job Bilingual 401(k) Representative at ADP
Industry Computer Software
Experience
ADP March 2011 - Present
Autodesk, Inc April 2008 - September 2010
Fidelity Investments January 2007 - April 2008
Joe's American Bar & Grill August 2004 - December 2006
Skills
Customer Service, Access, Salesforce.com, SAP, Microsoft Excel, SharePoint, Sales, PowerPoint, Solution Selling, Microsoft Word, SaaS, Enterprise Software, Management, Troubleshooting
Education
Pontificia Universidad Católica Madre y Maestra 1995 — 1999
Bachelor, Business Administration
ADP March 2011 - Present
Autodesk, Inc April 2008 - September 2010
Fidelity Investments January 2007 - April 2008
Joe's American Bar & Grill August 2004 - December 2006
Skills
Customer Service, Access, Salesforce.com, SAP, Microsoft Excel, SharePoint, Sales, PowerPoint, Solution Selling, Microsoft Word, SaaS, Enterprise Software, Management, Troubleshooting
Education
Pontificia Universidad Católica Madre y Maestra 1995 — 1999
Bachelor, Business Administration
mariesa patterson's Fidelity Investments Experience February 2012 - Present
Job Retirement Solution Representative
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Fidelity Investments April 2007 - March 2010
Skills
401k, Retirement, Investments, Series 7, Series 63, Series 66
Education
Prairie View A&M University 1996 — 2000
BBA, MARKETING
Fidelity Investments February 2012 - Present
Fidelity Investments April 2007 - March 2010
Skills
401k, Retirement, Investments, Series 7, Series 63, Series 66
Education
Prairie View A&M University 1996 — 2000
BBA, MARKETING
Elizabeth Roscillo's Fidelity Investments Experience July 2011 - Present
Job at
Industry Computer Software
Experience
Fidelity Investments July 2011 - Present
Providence College September 2008 - May 2011
Raytheon IDS May 2010 - August 2010
Winchester Swim and Tennis Club May 2005 - August 2010
The Integrated Solution Group, Inc. May 2008 - August 2009
Education
Providence College 2007 — 2011
Bachelor of Science
National University Of Ireland
Fidelity Investments July 2011 - Present
Providence College September 2008 - May 2011
Raytheon IDS May 2010 - August 2010
Winchester Swim and Tennis Club May 2005 - August 2010
The Integrated Solution Group, Inc. May 2008 - August 2009
Education
Providence College 2007 — 2011
Bachelor of Science
National University Of Ireland
Abiye Aprekuma, Jr.'s Fidelity Investments Experience February 2015 - Present
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments March 2007 - March 2015
ACS, a Xerox Company August 2004 - March 2007
Affiliated Computer Services August 2000 - August 2004
Skills
401k, Financial Services
Education
Providence College
Bachelor of Science, Finance and Management
Fidelity Investments February 2015 - Present
Fidelity Investments March 2007 - March 2015
ACS, a Xerox Company August 2004 - March 2007
Affiliated Computer Services August 2000 - August 2004
Skills
401k, Financial Services
Education
Providence College
Bachelor of Science, Finance and Management
Anne Chiang's Fidelity Investments Experience March 2015 - Present
Job Visual Designer
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
DigitasLBi_US May 2014 - March 2015
TD Ameritrade April 2013 - April 2014
TrueChoice Solutions June 2012 - April 2013
TrueChoice Solutions March 2011 - May 2012
Gersh Academy 2009 - 2010
Skills
User Interface Design, Illustrator, Graphic Design, Photoshop, InDesign, Interaction Design, Graphics, Illustration, Adobe Creative Suite, Web Design, After Effects, Typography, Drawing, User Experience Design, Flash, Screen Printing, Logo Design, Communication Design, Art, User Experience, Wireframes, Branding, Vector Illustration, Packaging, Microsoft Excel, Microsoft Word, Painting, PowerPoint, Sketching, Visual Design, Art Direction, Sketch, Axure RP
Education
Pratt Institute 2010 — 2012
BFA, Communications Design
Pratt Institute 2008 — 2010
Associates, Graphic Design and Illustration
Fidelity Investments March 2015 - Present
DigitasLBi_US May 2014 - March 2015
TD Ameritrade April 2013 - April 2014
TrueChoice Solutions June 2012 - April 2013
TrueChoice Solutions March 2011 - May 2012
Gersh Academy 2009 - 2010
Skills
User Interface Design, Illustrator, Graphic Design, Photoshop, InDesign, Interaction Design, Graphics, Illustration, Adobe Creative Suite, Web Design, After Effects, Typography, Drawing, User Experience Design, Flash, Screen Printing, Logo Design, Communication Design, Art, User Experience, Wireframes, Branding, Vector Illustration, Packaging, Microsoft Excel, Microsoft Word, Painting, PowerPoint, Sketching, Visual Design, Art Direction, Sketch, Axure RP
Education
Pratt Institute 2010 — 2012
BFA, Communications Design
Pratt Institute 2008 — 2010
Associates, Graphic Design and Illustration
Tamer Al-saadi's Fidelity Investments Experience October 2000 - July 2007
Job Sr. Programmer Analyst at Federal Reserve Board
Industry Financial Services
Experience
Federal Reserve Board September 2007 - Present
Fidelity Investments October 2000 - July 2007
Skills
Informatica, Data Warehousing, ETL, SQL Server, SQL, Unix, PL/SQL, Oracle SQL, DB2, Unix Shell Scripting, Java, XML, Data Warehouse..., C++, HTML, Shell Scripting, MySQL, Windows, Visual Basic, JavaScript, Data Quality
Education
Portland State University 1996 — 1999
Bachelor. General Managment & Computer Information System
Federal Reserve Board September 2007 - Present
Fidelity Investments October 2000 - July 2007
Skills
Informatica, Data Warehousing, ETL, SQL Server, SQL, Unix, PL/SQL, Oracle SQL, DB2, Unix Shell Scripting, Java, XML, Data Warehouse..., C++, HTML, Shell Scripting, MySQL, Windows, Visual Basic, JavaScript, Data Quality
Education
Portland State University 1996 — 1999
Bachelor. General Managment & Computer Information System
Ellen Wittig's Fidelity Investments Experience December 2013 - Present
Job Senior QMO Lead at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2013 - Present
Fidelity Investments March 2012 - Present
Prudential Financial 2009 - 2010
Fidelity Investments 2003 - 2006
Fidelity Investments 2001 - 2003
Education
Providence College 1989 — 1993
Fidelity Investments December 2013 - Present
Fidelity Investments March 2012 - Present
Prudential Financial 2009 - 2010
Fidelity Investments 2003 - 2006
Fidelity Investments 2001 - 2003
Education
Providence College 1989 — 1993
Lisa Tellander's Fidelity Investments Experience 2010 - Present
Job Vice President, Investment Product Management at Fidelity Investments
Industry
Experience
Fidelity Investments 2010 - Present
Fidelity Investments 2004 - 2010
Education
Princeton University
A.B., History, European Cultural Studies
University of California, Berkeley, Haas School of Business
M.B.A.
The University of Chicago
M.A., Art History
Fidelity Investments 2010 - Present
Fidelity Investments 2004 - 2010
Education
Princeton University
A.B., History, European Cultural Studies
University of California, Berkeley, Haas School of Business
M.B.A.
The University of Chicago
M.A., Art History
Peter Benzie's Fidelity Investments Experience 2001 - 2005
Job Global Account Leader at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions 2013 - Present
Broadridge Financial Solutions 2005 - 2013
Fidelity Investments 2001 - 2005
Fidelity Investments 1996 - 2001
Chase Manhattan Investment Services 1991 - 1996
Shearson Lehman Brothers 1981 - 1989
Prudential Securities 1975 - 1981
Skills
sales, Sales Management, Salesforce.com, Sales Operations, Direct Sales, Sales Process, International Sales, Sales Presentations, Organizational..., Organizational Design, Organizational Culture, Marketing Communications, Product Marketing, Financial Management..., Banking, Retail Banking, Branch Banking, Banking Law
Education
Providence College
Bachelor of Science (B.S.), Business
Broadridge Financial Solutions 2013 - Present
Broadridge Financial Solutions 2005 - 2013
Fidelity Investments 2001 - 2005
Fidelity Investments 1996 - 2001
Chase Manhattan Investment Services 1991 - 1996
Shearson Lehman Brothers 1981 - 1989
Prudential Securities 1975 - 1981
Skills
sales, Sales Management, Salesforce.com, Sales Operations, Direct Sales, Sales Process, International Sales, Sales Presentations, Organizational..., Organizational Design, Organizational Culture, Marketing Communications, Product Marketing, Financial Management..., Banking, Retail Banking, Branch Banking, Banking Law
Education
Providence College
Bachelor of Science (B.S.), Business
Belinda Ann Reid's Fidelity Investments Experience September 2004 - May 2006
Job Licensed Benefits Advisor at One Exchange / Tower Watson
Industry Hospital & Health Care
Experience
One Exchange/Towers Watson August 2014 - Present
CONNEXTIONS INC September 2011 - July 2014
Hilton Reservations Worldwide June 2011 - December 2011
Conexis, Inc. October 2006 - July 2010
FIDELITY INVESTMENTS, September 2004 - May 2006
MEDCO HEALTH SOLUTIONS September 2003 - September 2004
VERIZON DATA SERVICES/ VERIZON COMMUNICATIONS/ GTE May 1994 - August 2001
Skills
Customer Service, Promoted to Systems..., General Insurance..., Sales, Payroll, Microsoft Word, PowerPoint, Team Building, Process Improvement, Windows, Time Management, Insurance, Call Centers
Education
University of North Texas 1988 — 1989
American History (United States)
Prairie View A&M University 1977 — 1979
Mass Communication/Media Studies
One Exchange/Towers Watson August 2014 - Present
CONNEXTIONS INC September 2011 - July 2014
Hilton Reservations Worldwide June 2011 - December 2011
Conexis, Inc. October 2006 - July 2010
FIDELITY INVESTMENTS, September 2004 - May 2006
MEDCO HEALTH SOLUTIONS September 2003 - September 2004
VERIZON DATA SERVICES/ VERIZON COMMUNICATIONS/ GTE May 1994 - August 2001
Skills
Customer Service, Promoted to Systems..., General Insurance..., Sales, Payroll, Microsoft Word, PowerPoint, Team Building, Process Improvement, Windows, Time Management, Insurance, Call Centers
Education
University of North Texas 1988 — 1989
American History (United States)
Prairie View A&M University 1977 — 1979
Mass Communication/Media Studies
Dana (Dana Holmes) Jorgensen's Fidelity Investments Experience April 1998 - July 2008
Job Vice President at Citizens Investment Services
Industry Financial Services
Experience
Citizens Investment Services December 2012 - Present
Santander Securities September 2011 - December 2012
Jackson July 2008 - August 2009
Fidelity Investments April 1998 - July 2008
Skills
Relationship Management, Outside Wholesaler, Sales Management, Mutual Funds, Managed Money, 401k, Fixed Annuities, Variable Annuities, Insurance, Series 7, Series 65, Series 24, Public Speaking, Sales Trainings, Project Management, Management, Finance, Sales
Education
Providence College
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Citizens Investment Services December 2012 - Present
Santander Securities September 2011 - December 2012
Jackson July 2008 - August 2009
Fidelity Investments April 1998 - July 2008
Skills
Relationship Management, Outside Wholesaler, Sales Management, Mutual Funds, Managed Money, 401k, Fixed Annuities, Variable Annuities, Insurance, Series 7, Series 65, Series 24, Public Speaking, Sales Trainings, Project Management, Management, Finance, Sales
Education
Providence College
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank