Fidelity Investments

Industry: Financial services company

Description

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

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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
Bill Galipeau Bill Galipeau Orange County, California Area Details
Bill Galipeau's Fidelity Investments Experience July 1996 - June 2011
Job Executive Vice President
Industry Investment Management
Experience
PIMCO  August 2013 - Present
PIMCO  June 2011 - August 2013
Fidelity Investments   July 1996 - June 2011

Skills
Financial Services, Finance, Risk Management, Valuation, Management, Operational Risk..., Portfolio Management, Investments, Asset Management, Fixed Income, Operations Management, Financial Accounting, Treasury Management, Financial Reporting, Lean Six Sigma, Quality Management

Education
University of Pennsylvania - The Wharton School   2003 — 2006
Securities Industry Institute

Providence College   1993 — 1996
Bachelor's Degree, Political Science and Government

Mount Saint Charles Academy   1986 — 1992
High School

David Benevides David Benevides Greater Boston Area Details
David Benevides's Fidelity Investments Experience June 2011 - June 2012
Job Manulife Asset Management (US) LLC
Industry Financial Services
Experience
Manulife Asset Management (US) LLC   June 2012 - Present
Rhode Island National Guard  March 2002 - Present
Fidelity Investments   June 2011 - June 2012
Woodstock Corporation  April 2008 - June 2011
State Street  March 2006 - April 2008

Skills
Equities, Fixed Income, Mutual Funds, Investments, Securities, Asset Management, Portfolio Management, Financial Services, Asset Allocation, Financial Analysis, Bloomberg, Derivatives, Strategic Financial..., Financial Modeling, Investment Management, Corporate Actions, Trading

Education
Providence College   2003 — 2005
Associates, Military Science (ROTC)

University of Massachusetts Dartmouth   2000 — 2005
Bachelors, Economics

Elizabeth McCourt Elizabeth McCourt Greater Boston Area Details
Elizabeth McCourt's Fidelity Investments Experience July 2014 - Present
Job Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  March 2015 - Present
Fidelity Investments   July 2014 - Present
Providence College  September 2010 - Present
Providence College  October 2012 - 2013
The Chilton Club   April 2011 - November 2012

Skills
PowerPoint, Fundraising, Oral & Written..., Public Speaking, Social Media, Microsoft Office, Microsoft Excel

Education
Providence College   2010 — 2014
Bachelor of Science (BS), Finance, General

Christopher Bunsa Christopher Bunsa Pennington, New Jersey Details
Christopher Bunsa's Fidelity Investments Experience June 2015 - August 2015
Job Summer Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2015 - August 2015
Merrill Lynch  June 2014 - August 2014
The Brothers Moon   June 2011 - June 2014
AXA Advisors  June 2013 - August 2013

Skills
Communication, Time Management, Salesforce.com, Morningstar, Outlook, Customer Service, Microsoft Office, BAT

Education
Providence College   2012 — 2016

Amanda Lofland (Kerns) Amanda Lofland (Kerns) Atlanta, Georgia Details
Amanda Lofland (Kerns)'s Fidelity Investments Experience 2007 - 2008
Job Branch Service Manager
Industry Financial Services
Experience
Fidelity  Charitable Gift FundFidelity InvestmentsJuly 2008 - October 2010
Fidelity Investments   2007 - 2008

Education
Providence College
Bachelors, Business Management

Kelly Ferguson Kelly Ferguson Greater New York City Area Details
Kelly Ferguson's Fidelity Investments Experience Research Analyst InternMarketfield Asset ManagementJune 2014 - August 2014
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments   Research Analyst InternMarketfield Asset ManagementJune 2014 - August 2014
Mutual of America  April 2013 - August 2013
Air Bound Aviation   June 2011 - August 2012
Karen Ann Quinlan Hopsice   May 2010 - August 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML

Education
Providence College   2011 — 2015
Bachelor of Science (B.S.), Finance

Pope John XXIII High School   2007 — 2011

Haley Frade Haley Frade United States Details
Haley Frade's Fidelity Investments Experience May 2014 - August 2014
Job Strategic Sourcing and Operations Intern at CR Bard
Industry
Experience
CR Bard  January 2015 - Present
Fidelity Investments   May 2014 - August 2014
Providence College  2012 - 2013
Bob Deraney Hockey School   2012 - 2012
Sagamore Beach Colony Club   2011 - 2011
Learn to Skate   2008 - 2011
Shaw's Supermarkets  June 2009 - September 2010

Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Team Leadership, English, Customer Service, Access, Time Management, Leadership

Education
Providence College   2011 — 2015
Bachelor's Degree, Business Management & Finance, 3.52 GPA

Tabor Academy   2007 — 2011
High School

Joanna Sbordone Joanna Sbordone Greater San Diego Area Details
Joanna Sbordone's Fidelity Investments Experience June 2011 - October 2011
Job Assurance Senior at McGladrey
Industry Accounting
Experience
McGladrey  July 2014 - Present
Wolf & Company, P.C.   September 2012 - June 2014
Fidelity Investments   June 2011 - October 2011

Skills
Training, Accounting

Education
Providence College   2008 — 2012
BS, Accounting

Alessandro Ferrante di Ruffano Alessandro Ferrante di Ruffano Smithfield, Rhode Island Details
Alessandro Ferrante di Ruffano's Fidelity Investments Experience July 2008 - Present
Job Senior Software Developer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2008 - Present
Fidelity Investments   July 2003 - June 2008
Fidelity Investments   January 2001 - June 2003
Fidelity Investments   September 2000 - January 2001
Fidelity Investments   July 1999 - August 2000
Fidelity Investments   February 1998 - June 1999

Skills
COBOL, JCL, CSF, DB2/SQL, DB2 Stored Procedures, CICS, MVS Utilities, VSAM, Fileaid, Control-M Scheduler, Endevor, CA View, SmartTest, InterTest, InterTest Batch, Platinum, SPUFI, Infopac, Sametime Connect, z/OS, MQ Series, MS Visio, MS Excel, MS Word, MS Outlook, MS PowerPoint, MS Sharepoint

Education
Providence College   1989 — 1993
Bachelor of Arts, Psychology

Providence College   1989 — 1993
Certificate, Business Studies Program

James Dewey-Rosenfeld James Dewey-Rosenfeld Babson Park, Massachusetts Details
James Dewey-Rosenfeld's Fidelity Investments Experience July 2001 - March 2002
Job Associate Director of Undergraduate Admission at Babson College
Industry Higher Education
Experience
Babson College  June 2007 - Present
Providence College  July 2003 - June 2007
Anna Maria College  July 2002 - July 2003
Fidelity Investments   July 2001 - March 2002

Skills
Higher Education, Admissions, Program Development, Public Speaking, Event Planning, Leadership Development, Community Outreach, Volunteer Management, Student Development, Recruiting, Career Counseling, Academic Advising, Training

Education
Providence College   1997 — 2001
Bachelor of Arts (B.A.), Economics

Alex Lynch Alex Lynch New York, New York Details
Alex Lynch's Fidelity Investments Experience May 2014 - October 2014
Job Real Estate Finance Analyst at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets  July 2015 - Present
Fidelity Investments   May 2014 - October 2014
Lahey Hospital & Medical Center  February 2011 - May 2014

Skills
Public Speaking, PowerPoint, Teamwork, Microsoft Excel, Microsoft Word, Finance, Data Analysis, Leadership, Time Management

Education
Providence College   2011 — 2015
Bachelor's degree, Finance, Spanish

Universitat Pompeu Fabra   2013 — 2014

Malden Catholic High School   2007 — 2011

Jon Lacks Jon Lacks Boston, Massachusetts Details
Jon Lacks's Fidelity Investments Experience June 2011 - January 2014
Job Partner & Project Director at DockYard, Inc.
Industry Information Technology and Services
Experience
DockYard, Inc.   February 2014 - Present
Fidelity Investments   June 2011 - January 2014
Fidelity Investments   June 2009 - June 2011
Fidelity Investments   January 2007 - June 2009
Fidelity Investments   September 2005 - December 2006
Consensure   May 2004 - June 2005
Bank of America (Formally FleetBoston)   July 2001 - April 2004

Skills
Agile Methodologies, Scrum, Program Management, Project Management, Kanban, SDLC, Software Project..., Agile Project Management, Cross-functional Team..., Requirements Analysis, Requirements Gathering, Enterprise Software, Change Management, Business Analysis, Software Development, Management, Product Management, Vendor Management, Leadership, Quality Assurance

Education
Providence College
BS

Kaitlin Zeek Kaitlin Zeek Providence, Rhode Island Details
Kaitlin Zeek's Fidelity Investments Experience September 2015 - Present
Job Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   September 2015 - Present
Fidelity Investments   August 2014 - Present
Wells Fargo Advisors  January 2013 - August 2014
Wells Fargo  May 2011 - January 2013

Education
Providence College   2014 — 2016
Master of Business Administration (M.B.A.), Finance

University of Maine   2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance

Pomfret School   2004 — 2007
HS

Conor Maloney Conor Maloney Avon, Connecticut Details
Conor Maloney's Fidelity Investments Experience May 2014 - December 2014
Job Global Services Financial Associate at State Street
Industry Financial Services
Experience
State Street  April 2015 - Present
Fidelity Investments   May 2014 - December 2014
U.S. Chamber of Commerce   May 2013 - August 2013
Andrew Roraback for Congress   April 2012 - November 2012
Highland Maintenance   April 2008 - September 2011

Skills
Policy Analysis, Public Policy, Political Campaigns, Fundraising, Government, Strategic Communications, International Relations, Nonprofits, Community Outreach, International..., Leadership, Volunteer Management, Politics, Policy, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Research, Analysis, Teamwork

Education
Providence College   2011 — 2015
Bachelor of Science (BS), Finance and Political Science

The Kingswood Oxford School   2007 — 2011
Honors

Kelly M. Quinlan Kelly M. Quinlan Greater Boston Area Details
Kelly M. Quinlan's Fidelity Investments Experience June 2015 - Present
Job Vice President, NE Regional Estate Planning Specialist, Fidelity Wealth Planning & Personal Trust
Industry Financial Services
Experience
Fidelity Investments   June 2015 - Present
Fidelity Investments   January 2013 - Present

Skills
Estate Planning, Trusts, Probate, Wills, Charities, Succession Planning, Estate Tax Planning, Special Needs Planning, Tax, Estate Administration, Asset Protection, Retirement Planning, Medicaid, Fundraising, Tax Law, Gifts, Business Planning, LLC, Wealth Management, Customer Relations, Insurance, Gift Tax, Special Needs Trusts, High Net Worth...

Education
Suffolk University Law School   1990 — 1993
J.D., MA Bar (1994), NH Bar (1996)

Providence College   1986 — 1990
B.A.. Cum Laude, Education

Chelmsford High School   1982 — 1986

Ed Knight Ed Knight Greater New York City Area Details
Ed Knight's Fidelity Investments Experience May 2013 - Present
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments   May 2013 - Present

Skills
Investments, Series 63, Series 7, Series 65, Series 6, Life & Health Insurance..., Property & Casualty..., Real Estate License, Finance, Retirement Planning, Fixed Annuities, Insurance, Retirement, Life Insurance, Securities, Financial Services, Portfolio Management, Estate Planning, Fixed Income, Asset Management, Relationship Management, Equities, 401k, IRAs, Mutual Funds, Financial Analysis, FINRA, Variable Annuities, Asset Allocation, Financial Modeling, Client Services, Wealth Management, Investment Advisory, Financial Risk, Strategic Financial..., Employee Benefits, Bonds, Financial Advisory, Funding

Education
Providence College   1989 — 1993
Bachelor’s Degree, English Literature (British and Commonwealth), 3.0

Andrew Schreiner Andrew Schreiner Greater Boston Area Details
Andrew Schreiner's Fidelity Investments Experience June 2012 - Present
Job Vice President, Public Policy at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   June 2012 - Present
Fidelity Investments   April 2010 - May 2012
Fidelity Investments   2009 - 2010
Fidelity Investments   2006 - 2008
Massachusetts Taxpayers Foundation  2004 - 2006
Massachusetts State Senate  1999 - 2004
PAN Communications  1998 - 1999

Skills
Public Policy, Strategic Communications, Financial Services, Corporate Communications

Education
Providence College   1993 — 1997

Chris Rohan Chris Rohan Greater Boston Area Details
Chris Rohan's Fidelity Investments Experience November 1993 - December 1999
Job Vice President, Director of Institutional & International Marketing at Eaton Vance
Industry Investment Management
Experience
Eaton Vance  August 2011 - Present
LPL Financial  September 2010 - August 2011
Fidelity Management & Research Co.   January 2008 - September 2010
T. Rowe Price  January 2000 - December 2007
Fidelity Investments   November 1993 - December 1999
Merrill Lynch  October 1988 - August 1993

Skills
Marketing Strategy, Investments, Marketing, Equities, Asset Management, Mutual Funds, Marketing Communications, Content Strategy, Social Media Marketing, Alternative Investments, Program Management, Management, Email Marketing, Marketing Research, Institutional Marketing, Strategic Marketing, Asset Managment, Sales, Asset Allocation, Series 7, Series 24

Education
Providence College   1984 — 1988
B.A.

Andrew Thurston Andrew Thurston Nashua, New Hampshire Details
Andrew Thurston's Fidelity Investments Experience May 2014 - Present
Job Fund Accounting Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   May 2014 - Present
Fidelity Investments   May 2013 - August 2013
Courville Communities   April 2008 - January 2013
Aquatic Specialities   April 2006 - March 2008

Skills
Financial Statement..., VBA, SQL, Time Value of Money, Financial Accounting, Bonds, Query Writing, Money Market, Foreign Exchange, Fixed Income, Microsoft Excel, Accounting, Data Analysis, Databases, Access

Education
Providence College   2010 — 2014
Bachelor of Science (BS), Accounting and Finance

Kristen Correia Kristen Correia Merrimack, New Hampshire Details
Kristen Correia's Fidelity Investments Experience June 2013 - August 2013
Job Student at Providence College
Industry Accounting
Experience
PwC  June 2015 - Present
Providence College  September 2012 - Present
Providence College  September 2012 - Present
BAE Systems  May 2014 - September 2014
Fidelity Investments   June 2013 - August 2013
Burger King Corporation  May 2012 - September 2012
xACT Competition   2012 - 2012

Education
Providence College   2011 — 2015
Accounting, Sophomore

Merrimack High School   2007 — 2011
High School Diploma

Chris Cuffe Chris Cuffe Greater Boston Area Details
Chris Cuffe's Fidelity Investments Experience October 2005 - May 2008
Job Relationship Manager AARP Services Inc.
Industry Financial Services
Experience
AARP Services Inc.  June 2013 - Present
Ryan's Angels Foundation   January 2012 - Present
Collaborative Consulting  May 2008 - May 2013
Fidelity Investments   October 2005 - May 2008
Culver Careers  May 2005 - September 2005
Investors Bank & Trust  2004 - 2005

Skills
Business Analysis, Microsoft Excel, Access, Reporting Systems, Reports, Relationship Management, Building Relationships, Sales, Consulting, Leadership, Customer Service, Vendor Management, Financial Analysis, Management, Recruiting

Education
Providence College   2000 — 2004
BS, Business Management

Reading Memorial High School   1997 — 2000

Christian Bonelli, CIMA® Christian Bonelli, CIMA® Stonington, Connecticut Details
Christian Bonelli, CIMA®'s Fidelity Investments Experience March 2006 - November 2008
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica  May 2013 - Present
Legg Mason  January 2009 - May 2013
Fidelity Investments   March 2006 - November 2008
Citizens Financial Group  June 2004 - March 2006
Putnam Investments  2000 - 2004

Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, 401k, Investments, Wealth Management, Retirement, ETFs

Education
Providence College   1999 — 2000
M.B.A., Business

Providence College   1994 — 1998
B.S. Business, Business

Suffield Academy   1992 — 1994

Avon Old Farms   1990 — 1992

Janine Gray Janine Gray Raleigh-Durham, North Carolina Area Details
Janine Gray's Fidelity Investments Experience Project ManagerScudder1990 - 2000
Job Senior Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments   Project ManagerScudder1990 - 2000

Education
Providence College   1986 — 1990

Laura Ann Shaw, FMP Laura Ann Shaw, FMP Raleigh-Durham, North Carolina Area Details
Laura Ann Shaw, FMP's Fidelity Investments Experience November 2004 - March 2013
Job Facility Manager at JLL
Industry Facilities Services
Experience
IFMA  July 2015 - Present
JLL  March 2015 - Present
IFMA  July 2014 - June 2015
JLL  March 2013 - March 2015
IFMA  June 2013 - June 2014
IFMA  July 2011 - June 2013
Jones Lang LaSalle  January 2011 - March 2013
Fidelity Investments   November 2004 - March 2013
IFMA Greater Triangle Chapter   July 2007 - August 2011
EMCOR Facilities Services  March 2005 - December 2010

Skills
Facilities Management, Vendor Management, Team Building, Budgets, Operations Management, Process Improvement, Customer Service, Project Management, Microsoft Office, Contract Management, Project Planning, PowerPoint, Process Scheduler, Microsoft Excel, Team Leadership, Time Management, Account Management, Program Management, Leadership, Business Development, Change Management, MS Project, Construction, Logistics, Teamwork, Procurement, Construction Management, Sales, Sales Management, Cross-functional Team..., New Business Development, Negotiation, Microsoft Project

Education
Providence College   2000 — 2004
Bachelors, Business Administration

Jay Merrill,CIMA® Jay Merrill,CIMA® Worcester, Massachusetts Details
Jay Merrill,CIMA®'s Fidelity Investments Experience December 2012 - April 2014
Job Financial Advisor
Industry Financial Services
Experience
Clifford and Rano Associates   April 2014 - Present
Lincoln Investment  April 2014 - Present
Fidelity Investments   December 2012 - April 2014
Fidelity Investments   November 2010 - December 2012
Fidelity Investments   September 2009 - November 2010
Fidelity Investments   May 2008 - May 2009

Education
Providence College   2005 — 2009
Bachelor of Science (B.S.), Finance, General

University of Pennsylvania Wharton School - Aresty Institute of Executive Education
IMCA Certified Investment Management Analyst Program

Carol Ayotte Carol Ayotte Greater Boston Area Details
Carol Ayotte's Fidelity Investments Experience February 2011 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   February 2011 - Present
State Street Corporation  September 1989 - February 2011
BNY Mellon  September 1981 - September 1989

Skills
Asset Managment, Mutual Funds, Asset Management, Alternative Investments, Equities, Hedge Funds, Investments, Fixed Income, Fund Accounting, Securities, Asset Allocation, Investment Management, Financial Services, Global Custody, Portfolio Management, Relationship Management, Fund Administration

Education
Providence College   1977 — 1981
BS, Management & Finance

Danielle (Soto) Carbone, CRPS Danielle (Soto) Carbone, CRPS Allentown, Pennsylvania Area Details
Danielle (Soto) Carbone, CRPS's Fidelity Investments Experience August 2014 - Present
Job Vice President, Defined Contribution Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2014 - Present
Fidelity Investments   December 2013 - August 2014
Fidelity Investments   January 2012 - December 2013
Fidelity Investments   July 2010 - January 2012
Fidelity Investments   September 2009 - July 2010

Skills
Qualified Retirement..., Sales Presentations, Project Management, Retirement Plan..., Relationship Management, WebEx Presentation...

Education
Providence College
Bachelor's degree, Marketing

Jill Rezek Jill Rezek Greater Boston Area Details
Jill Rezek's Fidelity Investments Experience April 2004 - July 2006
Job Freelance Project Manager/Direct Mail Production Manager
Industry Marketing and Advertising
Experience
Thompson, Habib & Denison   July 2006 - May 2010
Thompson, Habib & Denison   July 2006 - May 2010
Fidelity Investments   April 2004 - July 2006
Fidelity Investments   April 2004 - July 2006
Kessler Financial Services  March 1998 - April 2004
Kessler Financial Services  January 1998 - January 2004
Providence College Tutorial Center   January 1996 - January 1997

Education
Providence College   1993 — 1997
BA, English major, Business Studies Minor

Advertising Club of Greater Boston
B.A, English

Conner O'Meara Conner O'Meara Greater Boston Area Details
Conner O'Meara's Fidelity Investments Experience May 2014 - Present
Job Communications Analyst at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments   May 2014 - Present
Fidelity Investments   August 2013 - May 2014
American Marketing Association  April 2013 - May 2014
Providence College  August 2011 - May 2014
Fidelity Investments   May 2013 - August 2013
Fairfield County Bank  May 2012 - January 2013
Providence College  September 2010 - March 2011

Education
Providence College   2010 — 2014
Bachelor's Degree, Marketing, Cum Laude

Leah Levitte Leah Levitte Greater Boston Area Details
Leah Levitte's Fidelity Investments Experience June 2012 - October 2013
Job Account Executive at ThinkingPhones
Industry Telecommunications
Experience
ThinkingPhones  January 2015 - Present
Thinking Phone Networks  October 2013 - January 2015
Fidelity Investments   June 2012 - October 2013
UBS  February 2012 - May 2012
Direxion   May 2011 - January 2012
Jones & Bartlett Learning  May 2010 - September 2010

Education
Providence College
B.A., Business Economics

Anthony Orrichio Anthony Orrichio Providence, Rhode Island Area Details
Anthony Orrichio's Fidelity Investments Experience November 2013 - Present
Job Institutional Securities Operations Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   November 2013 - Present
Francesco Loccisano Memorial Foundation Inc.   October 2007 - Present
Orrichio Anderson Realty   September 2013 - November 2013
Orrichio Anderson Realty   June 2008 - August 2013
Brooklyn Properties, Park Slope   June 2008 - September 2012

Skills
Personal Finance, Investment Strategies, Financial Analysis, Mutual Funds, Customer Service, Microsoft Excel, Microsoft Word, Outlook, Real Estate, Technical Writing, Creative Writing

Education
Providence College   2009 — 2013
Bachelor of Science, Business Management, Grad class 2013

Clare Dempsey Clare Dempsey Greater New York City Area Details
Clare Dempsey's Fidelity Investments Experience November 2013 - May 2014
Job Internal Audit Associate at New York Life Insurance Company
Industry Accounting
Experience
New York Life Insurance Company  June 2014 - Present
Fidelity Investments   November 2013 - May 2014
Town of Hempstead  June 2013 - September 2013
Town of Hempstead  June 2011 - June 2013
Malverne Pastry Shop   July 2008 - August 2010

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Accounting, Outlook, Teamwork, Customer Service, Time Management, Financial Accounting, Access, Public Speaking, Research, Social Media, Leadership, Facebook, Social Networking, Data Analysis

Education
Providence College   2010 — 2014
Accounting

Lynbrook High School

Lynbrook High School

Alexa Marconi Alexa Marconi Greater Boston Area Details
Alexa Marconi's Fidelity Investments Experience April 2014 - August 2014
Job Financial Analyst at Raytheon
Industry Financial Services
Experience
Raytheon  June 2015 - Present
Providence College  September 2011 - May 2015
Swipely  September 2014 - April 2015
Fidelity Investments   April 2014 - August 2014
The Center for Advanced Pediatrics  June 2007 - August 2013
The Harvey School  May 2007 - August 2007

Skills
Microsoft Office, Social Networking, Macintosh Operating..., Windows Operating..., Customer Service, Teamwork, Leadership, Outlook, Research, Facebook, Microsoft Excel, Public Speaking, Access, Microsoft Word, PowerPoint, Social Media, Time Management

Education
Providence College   2011 — 2015
Bachelor of Science (BS), Cum Laude, Finance

Danish Institute for Study Abroad   2013 — 2013

The Harvey School   2007 — 2011
High School Diploma

Kevin Bonacci Kevin Bonacci Newtown, Connecticut Details
Kevin Bonacci's Fidelity Investments Experience September 2013 - Present
Job Financial Representative
Industry Financial Services
Experience
Fidelity Investments   September 2013 - Present
Cardo Athletics   May 2011 - December 2012
MassMutual Financial Group  June 2012 - October 2012
ACS XEROX Company  May 2007 - August 2010

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Financial Analysis, Data Analysis, Social Media, Facebook, Accounting, Public Speaking, Social Networking, Research, Leadership, Time Management

Education
Providence College   2009 — 2013
Bachelor of Science (BS), Finance

newtown high school

Jeffrey Burke CRPC® Jeffrey Burke CRPC® Greater New York City Area Details
Jeffrey Burke CRPC®'s Fidelity Investments Experience August 2004 - October 2011
Job Investment Advisor, Retirement Counselor & Chief Compliance Officer at Long Island Wealth Management
Industry Investment Management
Experience
Long Island Wealth Management, Inc.   October 2014 - Present
Fusion Analytics Investment Partners  October 2011 - May 2015
Two Cent Sam   October 2008 - December 2012
Fidelity Investments   August 2004 - October 2011
Wells Fargo Financial  September 2003 - July 2004

Education
Providence College   1999 — 2003
B.S., Finance

West islip high school   1996 — 1999
High School

Courtney Dewar Courtney Dewar Greater Boston Area Details
Courtney Dewar's Fidelity Investments Experience March 2006 - December 2008
Job Director of Customer Support at Touch Bionics
Industry Medical Devices
Experience
Touch Bionics  February 2015 - Present
Touch Bionics  October 2012 - Present
SpaceClaim  March 2011 - August 2012
Mpathy Medical Devices, Inc   January 2009 - March 2011
Fidelity Investments   March 2006 - December 2008

Skills
Sales, Marketing, Customer Service, CRM, New Business Development, Marketing Communications, Sales Operations, Market Research, Management, Customer Satisfaction, Direct Sales, Sales Process, Strategic Planning, Account Management, Sales Management, Salesforce.com

Education
Providence College   2001 — 2005
Bachelor's of Science, Marketing and Spanish

Kristin Picciuto Coletti Kristin Picciuto Coletti Greater Boston Area Details
Kristin Picciuto Coletti's Fidelity Investments Experience 1994 - 1998
Job Real Estate Consultant at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage  Assistant Vice PresidentState Street Bank1998 - 2002
Fidelity Investments   1994 - 1998
BayBank  1994 - 1995

Education
Suffolk University   1992 — 1996
MBA

Providence College   1986 — 1990
bachelors in science, Accounting

Connor Heine Connor Heine New York, New York Details
Connor Heine's Fidelity Investments Experience June 2007 - August 2007
Job Private Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  April 2015 - Present
Coleman Research  August 2012 - April 2015
ConvergEx Group, Westminster Research Associates   August 2009 - August 2012
Merrill Lynch  June 2008 - August 2008
Fidelity Investments   June 2007 - August 2007
Merrill Lynch  June 2003 - August 2006

Skills
Series 7

Education
Providence College   2005 — 2009
Business Economics

Andrew Samalis Andrew Samalis West Palm Beach, Florida Area Details
Andrew Samalis's Fidelity Investments Experience 2005 - 2006
Job Director, Client Relations
Industry Investment Management
Experience
INTECH Investment Management LLC (a Janus Capital Group Company)   2012 - Present
RW Baird  2008 - 2012
University of Notre Dame  2007 - 2008
Boston Options Exchange  2006 - 2007
Fidelity Investments   2005 - 2006
Collard Advisory Group   2003 - 2005

Skills
Financial Analysis, Trading, Equities, Project Management, Product Management, Quantitative Research, Qualitative Research, Business Communications, Business Writing, Client relations, Series 7, Series 55, Series 63

Education
University of Notre Dame - Mendoza College of Business   2007 — 2008
Master of Business Administration (MBA), Concentration in Investments, cum laude

Providence College   1999 — 2003
Bachelor of Science (BS) from Honors Program, Finance, magna cum laude

Cambridge University   2001 — 2002

Austin Prep

Kelly Coutcher Kelly Coutcher Providence, Rhode Island Area Details
Kelly Coutcher's Fidelity Investments Experience March 2013 - Present
Job Vice President, Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2013 - Present
Fidelity Investments   March 2011 - March 2013
Fidelity Investments   September 2005 - April 2011
Fidelity Investments   March 2003 - September 2005
Fidelity Investments   October 2000 - March 2003

Education
Providence College
Bachelor of Science, Finance

Carissa Balyosian Carissa Balyosian Greater Boston Area Details
Carissa Balyosian's Fidelity Investments Experience April 2015 - Present
Job Senior Accountant at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments   April 2015 - Present
Fidelity Investments   October 2011 - April 2015
PwC  September 2007 - October 2011

Education
Providence College   2003 — 2007
BS, Accountancy

Greg Hamrock Greg Hamrock Greater Boston Area Details
Greg Hamrock's Fidelity Investments Experience July 2013 - Present
Job Senior Account Supervisor at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments   July 2013 - Present
Mullen  August 2011 - July 2013
The Hubbell Group, Inc.   June 2008 - July 2011

Education
Providence College   2004 — 2008
BS, Marketing

BC High

Elizabeth Reidy Elizabeth Reidy Cranston, Rhode Island Details
Elizabeth Reidy's Fidelity Investments Experience May 2014 - Present
Job Office Student Worker in the Providence College Men's Basketball Office
Industry
Experience
Fidelity Investments   May 2014 - Present
Providence College Men's Basketball Office   September 2011 - Present
Bonnet Shores Beach Club Condominium Association   May 2012 - August 2013
Attorney Title Services   June 2009 - August 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English

Education
Providence College   2011 — 2015
Bachelor of Arts (B.A.), History

St. Mary Academy Bay View   2007 — 2011
Bachelor of Arts (B.A.), American/United States Studies/Civilization

Andrew Garvey Andrew Garvey Boston, Massachusetts Details
Andrew Garvey's Fidelity Investments Experience February 2014 - Present
Job Software Engineer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   February 2014 - Present
Fidelity Investments   June 2013 - December 2013
Providence College  January 2012 - June 2013
Rutgers University  June 2012 - August 2012
YMCA Camp Hi-Rock  June 2009 - August 2011

Skills
Java, VBA, C++, C#, XML, Eclipse, SQL, HTML 5, Android Development, R, Web Scraping, Unix, Tomcat, Mathematica, Microsoft Excel, Ubuntu, JavaScript, VirtualBox, JSP, Microsoft Visual Studio..., Spring, Acess, Visual Basic, Databases, Programming, HTML, Visual Studio

Education
Providence College   2009 — 2013
Bachelor of Science (BS), Computer Science

National University of Ireland   2011 — 2011

Clarissa Wilkins Clarissa Wilkins Boston, Massachusetts Details
Clarissa Wilkins's Fidelity Investments Experience March 2011 - June 2014
Job Project Administrator at Boston Children's Hospital
Industry Financial Services
Experience
Boston Children's Hospital  June 2015 - Present
Janney Montgomery Scott LLC  August 2014 - May 2015
Fidelity Investments   March 2011 - June 2014
The Palladium Group  May 2010 - February 2011
MFS Investment Management  September 2009 - April 2010
New England Strategic Development Corporation   September 2008 - April 2010
Fidelity Investments   June 2005 - March 2008

Skills
Outlook, Administrative..., Microsoft Excel, Visio, Lotus Notes, Access, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Office Management, Financial Services, Management, Human Resources, Program Management, Marketing, Social Media, Travel Arrangements, Calendars, Event Planning, Leadership, Analysis, Research, Sales, Strategic Planning, Public Speaking, Fundraising, Process Improvement, Interviews, Onboarding, Team Building, Nonprofits

Education
Providence College   2003 — 2007
Bachelor of Arts (B.A.), Sociology

Providence College   2003 — 2007
Bachelor of Arts (B.A.), Sociology

Greg DeMattos Greg DeMattos Greater Boston Area Details
Greg DeMattos's Fidelity Investments Experience August 2012 - Present
Job Senior Financial Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2012 - Present
Fidelity Investments   August 2007 - August 2012
Investors Bank & Trust  August 2006 - August 2007
MFS Investment Management  October 2004 - August 2006
State Street  September 1996 - October 2004

Skills
Mutual Funds, Investments

Education
Providence College
Bachelor of Science (BS), Finance

Christopher Klatka Christopher Klatka Cheshire, Connecticut Details
Christopher Klatka's Fidelity Investments Experience November 1995 - June 2000
Job Director, Global Talent Acquisition
Industry Biotechnology
Experience
Alexion Pharmaceuticals, Inc.   October 2014 - Present
Alkermes, Inc.   August 2011 - October 2014
Pfizer, Inc  March 2006 - August 2011
Jet Propulsion Laboratory (NASA)   May 2003 - March 2006
Advanced Micro Devices  May 2000 - June 2003
Fidelity Investments   November 1995 - June 2000

Skills
Talent Acquisition, Talent Management

Education
Springfield College   1993 — 1995
MS, Industrial / Organizational Psychology

Providence College   1989 — 1993
BA, Economics

Alexandra Reagan Alexandra Reagan Merrimack, New Hampshire Details
Alexandra Reagan's Fidelity Investments Experience July 2012 - Present
Job Director Client Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2012 - Present
Fidelity Investments   January 2008 - June 2012

Skills
Financial Services, Defined Benefit, Mutual Funds, Vendor Management, Visio, 401k, Process Improvement, Series 7, Business Analysis, Requirements Analysis, SDLC, PMP, Risk Management, Relationship Management

Education
Providence College   1989 — 1993

Kate Cleary Kate Cleary Greater Boston Area Details
Kate Cleary's Fidelity Investments Experience December 2012 - January 2014
Job Relationship Management & Sales Professional
Industry Financial Services
Experience
Fidelity Investments   December 2012 - January 2014
Fidelity Investments   July 2011 - December 2012

Education
Providence College   1981 — 1985

Jillian Beauregard Jillian Beauregard Providence, Rhode Island Area Details
Jillian Beauregard's Fidelity Investments Experience August 2013 - Present
Job Communications Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2013 - Present
Fidelity Investments   July 2007 - August 2013
Fidelity Investments   June 2005 - July 2007

Skills
Series 63, Series 7, 401k, Mutual Funds, Series 6

Education
Providence College   2001 — 2005

Kristen Murphy Kristen Murphy Greater Boston Area Details
Kristen Murphy's Fidelity Investments Experience 2013 - Present
Job Vice President Relationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   2013 - Present
Fidelity Investments   February 2011 - March 2013
Fidelity Investments   November 2007 - February 2011

Skills
Series 7, Series 63, Financial Services, Mutual Funds

Education
Suffolk University - Sawyer School of Management   2004 — 2008
MBA

Providence College   1997 — 2001
Bachelor of Arts

Geoffrey Mathison, CFE Geoffrey Mathison, CFE Greater Boston Area Details
Geoffrey Mathison, CFE's Fidelity Investments Experience 2004 - 2005
Job Senior Investigator at First Marblehead Corporation
Industry Banking
Experience
First Marblehead Corporation  August 2005 - Present
FMER  2005 - Present
Fidelity Investments   2004 - 2005

Education
Providence College   2000 — 2004
BA, Political Science

Alex Hyman Alex Hyman Raleigh-Durham, North Carolina Area Details
Alex Hyman's Fidelity Investments Experience 2004 - 2006
Job Amundi Smith Breeden LLC
Industry Investment Management
Experience
Amundi Smith Breeden LLC   May 2008 - Present
Argent Funds Group  2006 - 2008
Fidelity Investments   2004 - 2006
Fidelity Investments   1999 - 2004

Skills
Hedge Funds, Securities, Fixed Income, Bloomberg, Alternative Investments, Investments, Asset Managment, Mutual Funds, Derivatives, Equities, Fund Accounting, Financial Analysis, Valuation, Capital Markets, Fund Of Funds, Financial Reporting, Swaps, Monthly Close, Financial Audits, UCITS, Real Estate Private..., Private Equity, Internal Audit, Cash Management, Expense Budget..., Operational Due..., FATCA

Education
Suffolk University - Sawyer School of Management   2003 — 2006
MBA

Providence College   1994 — 1998
BS

Brian Leite, CFA Brian Leite, CFA Greater Boston Area Details
Brian Leite, CFA's Fidelity Investments Experience April 2012 - Present
Job Head of Institutional Portfolio Management at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments   April 2012 - Present
Fidelity Investments   October 2000 - April 2012
New England Financial  January 2000 - October 2000
BNY Mellon  January 1998 - January 2000
Putnam Investments  January 1997 - January 1998
Home Loan & Investment Bank  August 1995 - January 1997

Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, 401k, Equities, Retirement, Investments, Investment Management, Investment Strategies, Relationship Management, Institutional..., Performance Attribution, Retirement Planning, Fixed Income, Hedge Funds, Asset Management, Alternative Investments, Portfolio Management, Investment Advisory, Wealth Management, Securities, FINRA, Bloomberg

Education
Providence College
Master of Business Administration (M.B.A.), Finance, General

Karen Tilburg Karen Tilburg Greater Boston Area Details
Karen Tilburg's Fidelity Investments Experience July 2007 - May 2008
Job Workforce Manager at Nestle
Industry Financial Services
Experience
Nestlé Waters North America  July 2012 - Present
ADP  May 2011 - June 2012
Mercer  May 2008 - May 2011
Fidelity Investments   July 2007 - May 2008
Fidelity Investments   September 2006 - July 2007
Fidelity Investments   July 2005 - September 2006

Education
Providence College   1993 — 1997

Brian Harty Brian Harty Greater Boston Area Details
Brian Harty's Fidelity Investments Experience March 2013 - Present
Job Consultant at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments   March 2013 - Present
Fidelity Investments   January 2004 - March 2013
Argus Consulting (now Cassidy Retirement Group)   March 2002 - December 2003
PricewaterhouseCoopers  April 1998 - February 2002
Towers Perrin  January 1989 - March 1998
Travelers Insurance  July 1987 - December 1988

Education
Providence College   1983 — 1987
BA, Mathematics

Jeffrey Magee Jeffrey Magee Greater New York City Area Details
Jeffrey Magee's Fidelity Investments Experience 1997 - 2001
Job Partner/COO at Broadbill Investment Partners
Industry Investment Management
Experience
Broadbill Investment Partners   June 2011 - Present
Woody Creek Capital Partners   March 2009 - May 2011
OneCapital Management Partners, LLC   April 2003 - February 2009
Churchfield Capital Management   March 2002 - January 2003
Investors Bank & Trust  April 2001 - February 2002
Fidelity Investments   1997 - 2001

Education
Providence College   1992 — 1996

Dan Lonergan Dan Lonergan Greater Boston Area Details
Dan Lonergan's Fidelity Investments Experience May 1998 - January 2001
Job Sales Director at Regulatory Maven
Industry Financial Services
Experience
Regulatory Maven   October 2013 - Present
SMP Distribution, Inc.   September 2010 - June 2013
Dover Global, LLC   August 2009 - September 2010
Ness Technologies  October 2008 - August 2009
Ascend Consulting  2004 - 2007
Dover International, LLC   January 2001 - August 2004
Fidelity Investments   May 1998 - January 2001
Charles Schwab  1996 - 1998

Skills
Professional Services, Program Management, Management Consulting, Strategy Development, Business Analysis, Strategy, Business Process, Business Development, Management, Change Management, Account Management, CRM, Banking, Consulting, New Business Development, Relationship Management, Project Management, Mergers & Acquisitions, Financial Services

Education
Providence College   1979 — 1983
Business/Humanities, Humanities and Business

Providence College   1979 — 1983
Bachelor of Arts (B.A.), Business Administration and Management, General

Jenny Borghesi Ciarlone Jenny Borghesi Ciarlone Greater Boston Area Details
Jenny Borghesi Ciarlone's Fidelity Investments Experience July 2009 - Present
Job Senior Performance Reporting Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   July 2009 - Present
Fidelity Investments   October 2007 - June 2009
Fidelity Investments   May 2006 - October 2007
Fidelity Investments   June 2004 - May 2006
Fidelity Investments   March 2003 - June 2004
Fidelity Investments   August 2000 - March 2003

Education
Providence College   1995 — 1999
BA, Secondary Education Social Studies

Jeff Goretti Jeff Goretti Greater Boston Area Details
Jeff Goretti's Fidelity Investments Experience February 1996 - Present
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Pyramis Global Advisors  2008 - Present
Fidelity Investments   February 1996 - Present

Skills
Mutual Funds, Fixed Income, Alternative Investments, Asset Management, Investments, Series 7, Portfolio Management, Hedge Funds

Education
Providence College   1990 — 1994
BA, Accounting

Laura Anne Kryzanek Laura Anne Kryzanek Boston, Massachusetts Details
Laura Anne Kryzanek's Fidelity Investments Experience November 2006 - December 2008
Job Personal Trainer at YMCA of Greater Boston
Industry Health, Wellness and Fitness
Experience
YMCA of Greater Boston  August 2014 - Present
Spaulding Rehabilitation - National Running Center   July 2013 - May 2015
Brigham and Women's Hospital  December 2008 - July 2013
Fidelity Investments   November 2006 - December 2008
Mass Energy Consumer Alliance  July 2004 - November 2005

Skills
Non-profits, Event Planning, Public Speaking, PowerPoint, Fundraising, Microsoft Office, Microsoft Excel, Volunteer Management, Microsoft Word, Customer Service, Higher Education, Event Management, Nonprofits, Community Outreach

Education
Providence College   1995 — 1999
Bachelor of Science, Accounting

Jon Stagnone Jon Stagnone Greater Boston Area Details
Jon Stagnone's Fidelity Investments Experience May 2013 - Present
Job Vice President, Regional Planning Consultant at Fidelity Investments
Industry Legal Services
Experience
Fidelity Investments   May 2013 - Present
Fidelity Charitable Services  April 2011 - April 2013
Fidelity Investments   July 2010 - March 2011
Fidelity Investments   February 2007 - June 2010
The Colony Group  November 2003 - December 2006
G.W. & Wade, Inc.   July 1999 - October 2003
State Street Research  1992 - 1997

Skills
Estate Planning, Wealth Management, Retirement, Retirement Planning, High Net Worth..., Trusts

Education
Suffolk University Law School   1995 — 1999
Doctor of Law (J.D.)

Providence College   1987 — 1991
BA, History

Jessica Narrow Jessica Narrow Greater Boston Area Details
Jessica Narrow's Fidelity Investments Experience June 2003 - Present
Job Director, Business Analysis for Benefits Consulting
Industry Human Resources
Experience
Fidelity Investments   June 2003 - Present

Education
Providence College   1997 — 2001

Joseph Deangelis Joseph Deangelis Greater Boston Area Details
Joseph Deangelis's Fidelity Investments Experience January 2013 - Present
Job Legal Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   January 2013 - Present
Fidelity Investments   January 2010 - December 2012

Education
Suffolk University Law School   2004 — 2008
JD, Law

Providence College   1993 — 1997
BA, Political Science

Carolyn McIntyre Carolyn McIntyre Greater Boston Area Details
Carolyn McIntyre's Fidelity Investments Experience May 2000 - August 2001
Job Senior Associate, Manager at State Street
Industry Financial Services
Experience
State Street  August 2012 - Present
State Street  January 2008 - August 2012
Saint Anselm College  August 2001 - May 2003
Fidelity Investments   May 2000 - August 2001
Fidelity Investments   2000 - 2001

Skills
Nursing, Conflict Resolution, Account Reconciliation, Customer Service, Research, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Critical Thinking, Data Entry, Microsoft Word, Time Management, Leadership, Teamwork, Community Outreach

Education
Saint Anselm College   2001 — 2003

Providence College   1996 — 2000
Humanities, Art and Creative Writing

Bridget DeRose Bridget DeRose Greater Boston Area Details
Bridget DeRose's Fidelity Investments Experience March 2006 - Present
Job Catering Coordinator at Fidelity Investments
Industry Food & Beverages
Experience
Fidelity Investments   March 2006 - Present
Uno Chicago Grill  April 2004 - January 2006
Ground Round IOC, LLC  May 1999 - May 2003

Skills
Inventory, Inventory Management, Inventory Control, Inventory Accuracy, Inventory Planning, Food & Beverage, Food Industry, Beverage Industry, Catering, Microsoft Office, Microsoft Word, Microsoft Outlook, Multi Tasking, Fast Learner, Fast Paced Environment, Teamwork, Team Building, Team Leadership, Supervisory Experience, Delegation, Proactive self-starter, Professional Manner, Time Management, Diligent, Close Attention to..., Vendor Relationships, Third Party Vendors, Conflict Resolution, Waitressing, Food Service, Food Safety, Restaurants, Outlook, Customer Service, Event Planning, Microsoft Excel, Training, Leadership

Education
Providence College   1999 — 2003
BS, Business Management

West Springfield High   1995 — 1999

Brian Harten Brian Harten Greater Boston Area Details
Brian Harten's Fidelity Investments Experience November 1997 - September 1999
Job Senior Manager, HR Business Systems at Haemonetics Corporation
Industry Medical Devices
Experience
Haemonetics Corporation  September 2013 - Present
Analog Devices  October 2009 - September 2013
Analog Devices  May 2004 - September 2013
Analog Devices  October 1999 - April 2004
Fidelity Investments   November 1997 - September 1999
Fidelity Investments   February 1997 - October 1997
Fleet Bank  January 1996 - February 1997
BankBoston  February 1994 - January 1996
BankBoston  May 1990 - February 1994
BankBoston  July 1989 - May 1990

Skills
HRIS, Payroll, SAP, Payroll Operations, HR Operations, Project Management, HR Shared Services, Personnel Management, Human Resources, Program Management, ERP, Vendor Management, Project Planning, Outsourcing

Education
Providence College

Fatima Bacon Fatima Bacon Providence, Rhode Island Area Details
Fatima Bacon's Fidelity Investments Experience June 2000 - Present
Job Director, Sales Facilitation
Industry Financial Services
Experience
Fidelity Investments   June 2000 - Present

Skills
Mutual Funds, Series 7, Financial Services, Relationship Management, Process Improvement, Asset Management, Fixed Income, Alternative Investments, Vendor Management, Investments, Series 63, Business Analysis, Portfolio Management, Asset Allocation

Education
Providence College
B.S. Organizational Leadership, 3.72

Carole Awiszus Carole Awiszus Greater Boston Area Details
Carole Awiszus's Fidelity Investments Experience June 2011 - September 2014
Job Analyst
Industry Information Technology and Services
Experience
Envestnet  October 2014 - July 2015
Fidelity Investments   June 2011 - September 2014
Fidelity Investments   2000 - June 2011
Fidelity Investments   1996 - 2000

Skills
DB2 Connect, Quality Center 11, Rally, SQL Navigator, Rational Team Concert, Eztrieve, Quick Test Pro (QTP), Parasoft Soatest, DB2, Easytrieve, Testing, QTP, Agile Methodologies, SOA Testing, HP Quality Center, Waterfall, Scrum, SDLC, Test Management, Quality Assurance

Education
Providence College   1981 — 1985
B.S. Marketing, Minor Computer Science

Chip Sterling, CFA Chip Sterling, CFA Greater Boston Area Details
Chip Sterling, CFA's Fidelity Investments Experience August 2002 - Present
Job Analyst, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   August 2002 - Present

Skills
Portfolio Management, Equities, Equity Research, Series 63, Financial Modeling, Bloomberg, Investments, Asset Allocation, Hedge Funds, Asset Management, Capital Markets, Valuation, Fixed Income, Series 7, Mutual Funds, Alternative Investments

Education
University of Pennsylvania - The Wharton School   2000 — 2002
MBA

Providence College   1989 — 1993
BA, Math and Economics

Boston College High School   1985 — 1989

Joe Coughlin Joe Coughlin Providence, Rhode Island Area Details
Joe Coughlin's Fidelity Investments Experience November 2014 - Present
Job Contractor Corporate PIN Server at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments   November 2014 - Present
Commonwealth of Massachusetts, ITD   November 2013 - October 2014
Joseph Coughlin   August 2013 - October 2013
IBM  July 2012 - April 2013
IBM  July 2007 - June 2012
IBM  January 2005 - June 2007
IBM  January 2000 - December 2004
Corepoint (IBM)   July 1999 - December 1999
IBM  June 1996 - June 1999
Early, Cloud & Company   March 1996 - June 1996

Skills
Websphere, Linux, Eclipse, Java, SQL, SOA, Software Development, Requirements Analysis, Software Engineering, Enterprise Architecture, XML, Product Development, Agile Methodologies, Customer Service, Middleware, Web Services, Solution Architecture, SDLC, Team Leadership, VMware, DB2, Integration, Unix, Software Project..., WebSphere Application..., Cloud Computing, Servers, Architectures, Enterprise Software, Perl

Education
Providence College   1980 — 1986
Master of Business Administration (MBA), General Management

Providence College   1972 — 1976
Bachelor of Arts (B.A.), Mathematics

Joseph Carreiro Joseph Carreiro Tiverton, Rhode Island Details
Joseph Carreiro's Fidelity Investments Experience 2004 - 2006
Job Application Support Analyst at United Natural Foods
Industry Information Technology and Services
Experience
United Natural Foods  June 2013 - Present
Citizens Bank  October 2010 - March 2013
John Ascuaga's Nugget Resort and Casino   April 2009 - June 2010
Charles River Laboratories  October 2007 - February 2009
Fidelity Investments   2004 - 2006
Fidelity Investments   September 1998 - August 2004
Ford Motor Company  September 1984 - August 1988
USMC  June 1981 - September 1984

Skills
Windows, Windows Server 2003, Windows Server, System Administration, Windows Server 2008, Windows 7, VMware Server, Citrix, Servers, Active Directory, Disaster Recovery, VMware, Security, SharePoint, Information Technology, Information Security, DNS

Education
Providence College   1977 — 1981
BA, History

Allison Nassr Allison Nassr Greater Boston Area Details
Allison Nassr's Fidelity Investments Experience March 2013 - Present
Job Financial Analyst Capital Planning, FMR LLC Treasury at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2013 - Present
Fidelity Investments   November 2011 - March 2013
Fidelity Investments   June 2010 - August 2010

Skills
Microsoft Office, Business Management, Data Analysis, Financial Analysis

Education
Providence College   2009 — 2010
Masters of Business Administration, Finance

Providence College   2004 — 2008
Bachelors, Business Management

Brian Hough, CFA Brian Hough, CFA Greater Boston Area Details
Brian Hough, CFA's Fidelity Investments Experience June 2004 - January 2012
Job Fixed Income Credit Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management  January 2012 - Present
Fidelity Investments   June 2004 - January 2012
Fleet Securities  2003 - 2004
Fleet Securities  2000 - 2003

Skills
Bloomberg, High Yield, Fixed Income

Education
Providence College   1996 — 2000
B.S., Finance

Matignon High School   1992 — 1996

Kara Spaulding Kara Spaulding Greater Boston Area Details
Kara Spaulding's Fidelity Investments Experience March 2015 - Present
Job Director Program Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   March 2015 - Present
Fidelity Investments   May 2007 - February 2015
Fidelity Investments   August 2004 - May 2007
Pioneer Investments  April 2004 - July 2004
Columbia Management Group  March 2002 - August 2003
Liberty Funds  March 2001 - March 2002
Liberty Funds Group  January 1999 - March 2001
Fidelity Investments   January 1996 - December 1998

Skills
PowerPoint, Account Reconciliation, Business Analysis, Process Improvement, Time Management, Program Management, Analysis, SDLC, Management, Business Process..., Risk Management, Requirements Gathering

Education
Providence College   1991 — 1995
BS, Business Management

Providence College   1991 — 1995
Bachelor's Degree, Business Administration and Management, General

Jennifer McGuirk Jennifer McGuirk Greater Boston Area Details
Jennifer McGuirk's Fidelity Investments Experience October 2006 - December 2007
Job Senior Business Analyst at OnProcess Technology
Industry Human Resources
Experience
OnProcess Technology  November 2014 - Present
OnProcess Technology  October 2011 - November 2014
Mercer  January 2008 - October 2011
Fidelity Investments   October 2006 - December 2007
Fidelity Investments   June 2004 - October 2006

Skills
Microsoft Excel, Access, PowerPoint, Microsoft Office, Data Analysis, T-SQL, Program Management, Vendor Management, Analysis, Human Resources, Software Documentation, Employee Benefits, Customer Service, Business Analysis, Microsoft SQL Server, Process Improvement, SQL, Team Building, Insurance, Change Management, Microsoft Word, Project Management

Education
Providence College   2000 — 2004
BS, Marketing

Hank Kucinski Hank Kucinski Greater Boston Area Details
Hank Kucinski's Fidelity Investments Experience
Job Director Operations Excellence at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking

Education
Providence College
Master of Education (M.Ed.)

United States Naval Academy
Bachelor of Science (B.S.), Marine Engineering

Karen Sullivan Karen Sullivan Greater Boston Area Details
Karen Sullivan's Fidelity Investments Experience October 2012 - Present
Job Contractor, Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2012 - Present
Wellington Management  September 2011 - August 2012
Bank of America  May 2010 - December 2010
Fidelity Investments, National Financial  January 2006 - July 2009
Fidelity Investments, National Financial  May 2005 - January 2006
Columbia Funds  April 2002 - June 2004
Columbia Funds  February 2000 - April 2002
Fidelity Investments Institutional Brokerage Group   May 1998 - January 2000
Fidelity Investments Advisor Group   March 1996 - May 1998
Fidelity Retail Investment Services   September 1993 - March 1996

Skills
Portfolio Management, Fixed Income, Management, 401k, Finance, Investment Banking

Education
Providence College   1986 — 1990
BA, Social Sciences, Psychology

Providence College   1986 — 1990
Bachelor of Arts, Social Sciences

Alexander Castrichini Alexander Castrichini Greater Boston Area Details
Alexander Castrichini's Fidelity Investments Experience April 2013 - Present
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   April 2013 - Present
Fidelity Investments   September 2011 - April 2013

Education
Providence College   2007 — 2011

Kristopher Horn Kristopher Horn Greater Boston Area Details
Kristopher Horn's Fidelity Investments Experience June 2010 - December 2010
Job Investments, Trust, Sales
Industry Financial Services
Experience
Rockland Trust  April 2014 - Present
US Trust, Bank of America, Private Wealth Management   October 2011 - April 2014
Eversave  June 2011 - September 2011
Fidelity Investments   June 2010 - December 2010
Edwin Watts Golf  April 2006 - August 2009
Direct Finance   2002 - 2006

Skills
Sales, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Salesforce.com, Financial Analysis, Customer Service, Outlook

Education
Providence College   2007 — 2011
Bachelors of Science, Accountancy

Alfred Shaver AIF® Alfred Shaver AIF® Greater Boston Area Details
Alfred Shaver AIF®'s Fidelity Investments Experience June 2011 - August 2011
Job Regional Sales Rep Retirement Plan Sales at The Guardian Life Insurance Company of America
Industry Investment Management
Experience
The Guardian Life Insurance Company of America  July 2013 - Present
Eaton Vance  May 2013 - July 2013
Eaton Vance  January 2013 - May 2013
Patriot Energy   August 2012 - January 2013
Fidelity Investments   June 2011 - August 2011
Merrill Lynch  June 2010 - August 2010

Skills
Financial Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Access, Outlook, Bloomberg, Teamwork, Research, Social Media, Public Speaking, Accounting, Economics, Macroeconomics, AIF

Education
Providence College   2008 — 2012
Bachelor's degree, Accounting and Finance

Università degli Studi di Firenze / University of Florence   2011 — 2011

Elizabeth McManus Elizabeth McManus Upton, Massachusetts Details
Elizabeth McManus's Fidelity Investments Experience June 1995 - November 2010
Job Sales Business Analyst at EMC
Industry Financial Services
Experience
EMC  October 2012 - Present
Mendon Upton Regional School   January 2012 - October 2012
Fidelity Investments   June 1995 - November 2010
Fidelity Investments   January 1990 - June 1995

Skills
Microsoft Office, Project Management, Relationship Management, Business Requirements, Program Management, Risk Management, Business Analysis

Education
Providence College   1985 — 1989
Bachelor's degree, Finance, General

Wellesley High School   1981 — 1985

Darcey Johnson Darcey Johnson Harrisville, Rhode Island Details
Darcey Johnson's Fidelity Investments Experience November 1998 - December 2013
Job Data Manager at Burrillville School Department
Industry Education Management
Experience
Burrillville School Department  December 2013 - Present
Fidelity Investments   November 1998 - December 2013

Skills
Vendor Management, Financial Services, Mutual Funds, Series 63, Investments

Education
University of Rhode Island   1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General

Providence College
TCP Program, TCP Program

Brian Shortsleeve Brian Shortsleeve Los Angeles, California Details
Brian Shortsleeve's Fidelity Investments Experience November 2006 - April 2009
Job Marketing/Financial Services
Industry Financial Services
Experience
Freelance  January 2011 - Present
Merrill Lynch/Bank of America Investments   October 2009 - October 2010
Merrill Lynch  2009 - 2010
Fidelity Investments   November 2006 - April 2009

Skills
Series 7, Retirement Planning, Wealth Management, Investments, Equities, Mutual Funds, Fixed Income, Series 63, Strategic Financial..., Securities, Portfolio Management, Bloomberg

Education
Providence College   2002 — 2006
B.S, Business, Management, Marketing, and Related Support Services

James CFP®, CEBS James CFP®, CEBS Greater New York City Area Details
James CFP®, CEBS's Fidelity Investments Experience July 2010 - April 2012
Job
Industry Financial Services
Experience
TD Ameritrade  January 2013 - Present
TD Ameritrade  April 2012 - December 2012
Fidelity Investments   July 2010 - April 2012

Skills
Series 7, Series 66, Certified Financial..., CEBS, FLMI

Education
Providence College   2004 — 2008
Bachelor of Science (BS), Finance, General

University of International Business and Economics   2007 — 2007

Jennifer Tyrrell Jennifer Tyrrell Bellingham, Massachusetts Details
Jennifer Tyrrell's Fidelity Investments Experience October 2007 - Present
Job Brokerage Operations Representative IV at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments   October 2007 - Present
State Street  January 2006 - August 2007

Education
Providence College   2003 — 2005
Bachelor of Arts (B.A.), Business/Managerial Economics

University of Massachusetts, Amherst   2001 — 2003
Business/Managerial Economics

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