Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
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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
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
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
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
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
Fidelity Charitable Gift FundFidelity InvestmentsJuly 2008 - October 2010
Fidelity Investments 2007 - 2008
Education
Providence College
Bachelors, Business Management
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
Fidelity Investments Project ManagerScudder1990 - 2000
Education
Providence College 1986 — 1990
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Fidelity Investments April 2015 - Present
Fidelity Investments October 2011 - April 2015
PwC September 2007 - October 2011
Education
Providence College 2003 — 2007
BS, Accountancy
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
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
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
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
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
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
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
Fidelity Investments December 2012 - January 2014
Fidelity Investments July 2011 - December 2012
Education
Providence College 1981 — 1985
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
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
First Marblehead Corporation August 2005 - Present
FMER 2005 - Present
Fidelity Investments 2004 - 2005
Education
Providence College 2000 — 2004
BA, Political Science
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
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
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
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
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
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
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
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
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
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
Fidelity Investments June 2003 - Present
Education
Providence College 1997 — 2001
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Fidelity Investments April 2013 - Present
Fidelity Investments September 2011 - April 2013
Education
Providence College 2007 — 2011
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
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
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
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
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
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
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