Fidelity Investments
Industry: Financial services company
DescriptionFidelity Investments Inc., commonly referred to as Fidelity, is a multinational financial services corporation based in Boston, Massachusetts. It is one of the largest asset managers with $2.5 trillion in assets under management as of March 2018. Headquarters: Boston, Massachusetts, United States CEO: Abigail Johnson (Oct 13, 2014–) Assets under management: 2.1 trillion USD (2017) Subsidiaries: Strategic Advisers, Inc, Parent organization: FMR LLC
Fidelity Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fidelity Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Fidelity Investments Employees
Fidelity Investments September 2001 - Present
Bank of America April 2001 - September 2001
MFS Investment Management June 2000 - March 2001
Hasbro June 1999 - June 2000
John Hancock Financial Services May 1998 - June 1999
Private Healthcare Systems September 1997 - May 1998
Fleet Bank 1989 - 1997
Bank of Boston 1987 - 1989
Skills
SQL, Oracle, Databases, Data Warehousing, Sybase, Microsoft SQL Server, Agile Methodolgy, Agile Application..., Mutual Funds, Trade Compliance, Compliance, Code of Ethics, Financial Services, SDLC, Informatica, Agile Methodologies, Database Design, ETL, Requirements Gathering, Data Modeling, Toad, Requirements Analysis, Software Project...
Education
Providence College 1983 — 1987
Bachelor of Science (BS), Mathematics and Computer Science
Ericsson October 2014 - Present
JP Morgan Chase January 2012 - September 2014
JPMorgan Chase April 2006 - December 2011
Vypak Consulting September 2001 - April 2006
TechOne January 2001 - August 2001
Fidelity Investments May 1998 - January 2001
Tata Consultancy Services 1992 - 1998
Skills
Data Warehouse, Business Intelligence, Java, Oracle, Big Data, J2EE Application..., Sybase, Solution Architecture, SOA, Requirements Analysis, SDLC, Web Services, Software Project..., Agile Methodologies, Spring, Data Warehousing, Enterprise Architecture, IT Strategy, Business Analysis, Agile Project Management, DB2, Hibernate, Unix, Project Management, Java Enterprise Edition, Vendor Management, PL/SQL, Hadoop, Hive, Apache Pig, R, Data Analytics, jQuery
Education
PSG College of Technology 1990 — 1992
Master of Engineering (M.Eng.), Engineering Design, #1 in the School
AMIE 1987 — 1990
Bachelor of Engineering (B.E.), Mechanical Engineering, All India 1st - Gold Medalist
Mercer 2013 - Present
Mercer 2010 - 2012
Fidelity Investments 2006 - 2010
Fidelity Investments 2001 - 2005
Fidelity Investments January 1999 - January 2001
Fidelity Investments January 1996 - January 1999
McDonald's Corporation January 1994 - January 1996
NEW ENGLAND MEDICAL CENTER January 1991 - January 1994
Skills
Analysis, Budgets, Business Analysis, Business Planning, Defined Benefit, Employee Benefits, Finance, Forecasting, Human Resources, Leadership, Management, Outsourcing, Performance Management, Pricing, Process Improvement, Project Management, Project Planning, Sales Operations, Strategic Planning, Strategy
Education
Suffolk University
MBA, Finance, General
Providence College
B.S, Accounting
SEI - Boston, LLC, a Systems Evolution, Inc. Company April 2012 - Present
Fidelity Investments November 2010 - April 2012
Monster January 2008 - November 2010
Open Solutions March 2004 - January 2008
KPMG Advisory January 2001 - March 2004
Putnam Investments August 1996 - January 2001
Skills
Release Management, Agile Project Management, Project Portfolio..., SDLC, Software Project..., Vendor Management, Requirements Gathering, Siebel, Program Management, Business Analysis, Business Process..., Change Management, Management Consulting, PMO Design, Business Readiness, Production Deployment, Production Support, Operations Improvement, Enterprise Systems..., RACI, Fusion, Software Development..., Quality Assurance, Quality Center, Rational Team Concert, SharePoint, Microsoft Office, Strategic Consulting, Business Systems..., MBA, Vendor Relationships, Agile & Waterfall..., Sprint Planning, Enterprise Software, Analysis, Software Documentation, Outsourcing, Project Management
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2000 — 2006
MBA, Management and Information Technology
Providence College 1992 — 1996
BS, Management and Finance
Northern Trust September 2007 - Present
ABN AMRO April 2005 - September 2007
Deutsche Asset Management 2003 - 2004
BISYS Fund Services January 2002 - November 2003
Fidelity Investments June 1999 - January 2002
Skills
Mutual Funds, 1940 Act, Securities Regulation, Asset Management, Regulatory Compliance, Securities, Product Development, Equities, Investments, Financial Services, Due Diligence, Sales, Budget Management, RFP, ERISA, Contract Negotiation, Sarbanes-Oxley Act, Board Governance, Proxy Statements, Hedge Funds, Asset Managment
Education
Suffolk University Law School 1995 — 1998
Doctor of Law (JD)
Providence College 1989 — 1993
B.S., Business Administration
US Navy September 2013 - Present
Entertainment Cruises Inc. May 2006 - September 2013
Providence College September 2009 - May 2013
Fidelity Investments June 2012 - August 2012
Education
Providence College 2009 — 2013
Bachelor of Science (B.S.), Computer Science
Geode Capital Management October 2003 - Present
Fidelity Investments 2000 - 2003
Fidelity Investments 1996 - 2000
Education
Providence College 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Fidelity Investments July 2015 - Present
Fidelity Investments December 2009 - Present
Fidelity Investments November 2008 - Present
Fidelity Investments July 2006 - Present
Fidelity Investments January 1998 - Present
Fidelity Investments January 1998 - July 2006
United States Air Force 1991 - 1998
Skills
ITIL, C#, WPF Development, MVVM, Citrix, Visual Studio, .NET, Windows 7, IT Strategy, Process Improvement, Project Management, System Deployment, Technical Leadership, IT Management, Windows, Systems Analysis, SDLC, Requirements Analysis, Disaster Recovery, Business Analysis, Virtualization, Visio, Enterprise Architecture, Integration, Software Project..., SharePoint, Agile Methodologies, Vendor Management, PMP, Unix, Information Technology, Solution Architecture, Leadership
Education
University of Maryland University College 1992 — 1996
Master, Computer Science Management
Wichita State University 1992 — 1993
Industrial Engineering
Purdue University 1986 — 1990
BSAAE, Aeronautical and Aerospace Engineering
Acadian Asset Management December 2013 - Present
Fidelity Investments March 2011 - April 2013
Massachusetts General Hospital September 2008 - July 2012
Computer Sciences Corporation November 2008 - March 2011
Fidelity Investments July 2006 - August 2008
Veritude,a Fidelity Investments company March 2004 - July 2006
Clark University CCI 2002 - 2004
Summit Technical Services 1996 - 2002
Skills
Technical Recruiting, Applicant Tracking..., Recruiting, Talent Acquisition, Internet Recruiting, Sourcing, College Recruiting, Talent Management, Human Resources, Onboarding, Employee Relations, Contract Recruitment, Temporary Placement, Leadership, Training, Management, Project Management, Financial Services, Vendor Management, Sales, Hiring, Analysis, Employee Training, SDLC, Interviews, Networking, Strategic Sourcing, Software Documentation, Screening, Taleo, Executive Search
Education
Providence College 1991 — 1995
BS
Entegris June 2015 - July 2015
Genzyme August 2011 - December 2014
MIT Lincoln Laboratory August 2010 - August 2011
Cubist Pharmaceuticals November 2009 - April 2010
GlaxoSmithKline Biologicals April 2009 - October 2009
Genzyme October 2008 - December 2008
Omgeo May 2008 - August 2008
Biogen Idec August 2007 - March 2008
Fidelity Investments June 2007 - July 2007
Idenix Pharmaceuticals June 2006 - May 2007
Skills
Technical Writing, Software Documentation, Technical Documentation, FrameMaker, Manuals, Testing, Online Help, Adobe Acrobat, Quality Assurance, Editing, SnagIt, FDA, Validation, Technical Communication, RoboHelp, Visio, Tutorials, Test Scripts, Quality Control, Content Management, SharePoint, SOP, Software Installation, Website Development, Templates, Batch Records, Single Sourcing, Content Development, Unix, Dreamweaver, Document Management, Photoshop, Audacity, ImgBurn, Audio Processing, Video Processing, Music, Hardware Documentation
Education
French Library Alliance Francaise of Boston 2007 — 2007
French Language
GTE Sylvania Technical School 1982 — 1982
Graduate, Computer Electronics
Heath/Zenith Educational Systems 1980 — 1981
Electronics
State University of New York College at Purchase 1978 — 1979
Part Time, Calculus, Theater
Katonah School of Music 1975 — 1976
Guitar Theory and Technique
Julius Hartt School of Music 1974 — 1975
Guitar Theory and Technique
University of Hartford 1973 — 1975
Liberal Arts and Sciences - Philosophy to Astronomy
Yorktown High School 1969 — 1973
Graduate, NY State Curriculum
Fidelity Investments April 2015 - Present
Fidelity Investments April 2012 - April 2015
HR Access Solutions October 2010 - April 2012
C&S Wholesale Grocers March 2010 - October 2010
Fidelity Investments June 2008 - March 2010
Fidelity Investments June 2007 - June 2008
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Systems Analysis, Business Requirements, PL/SQL, User Acceptance Testing, Visio, Agile Methodologies
Education
Providence College 1998 — 2002
Bachelor of Science, Finance, Management
Fidelity Investments May 2015 - Present
Fidelity Investments 1997 - December 2014
Gillette September 1996 - February 1997
American Mathematical Society September 1993 - September 1996
Gillette September 1992 - September 1993
American Mathematical Society February 1990 - September 1992
Agency Management Services October 1988 - February 1990
Blue Cross & Blue Shield of Rhode Island November 1983 - October 1988
Skills
ITIL, Perl, Unix Shell Scripting, Shell Scripting, C, Unix, Linux, Cobol, c#, .NET, Visual Basic, SQL, Oracle SQL, java, javascript, MVS, VMS, Java, COBOL, JavaScript, SDLC, C#, Databases, Software Development, HTML
Education
Providence College 1977 — 1977
BA, Mathematics
Fidelity Investments January 2013 - Present
Newlio April 2012 - January 2013
Freelance/Graphic Design Services 2001 - April 2012
Illusion Fusion! Inc. March 2000 - January 2001
i33 communications LLC December 1998 - March 2000
i33 communications LLC April 1997 - December 1998
i33 communications LLC May 1996 - April 1997
Skills
Fitness, Graphic Design, Copywriting, Digital Photography, Nutrition, Online Marketing, Retail, User Experience, Agile Methodologies, Wire Framing, Corporate Branding, Brand Awareness, User Interface Design, Photoshop, Illustrator, Sprints, Art Direction, Creative Direction, Logo Design, CSS, HTML, Web Development, Online Advertising, Advertising, User Experience Design, Web Design
Education
State University of New York College at Purchase 1993 — 1995
Bachelor of Arts, Art History
Westchester Community College 1991 — 1993
Associates in Arts, Liberal Arts and Humanities
Mahopac High School 1987 — 1991
Liberty Mutual Insurance July 2015 - Present
Massachusetts Hugh O'Brian Youth Leadership Organization June 2009 - Present
ARAL Management Group January 2012 - Present
Providence College September 2014 - April 2015
Providence College Student Congress April 2014 - April 2015
Providence College New Student Orientation November 2012 - September 2014
Fidelity Investments June 2014 - August 2014
Providence College Student Congress September 2012 - August 2014
Fidelity Investments September 2013 - May 2014
Fidelity Investments June 2013 - August 2013
Education
Providence College 2011 — 2015
Bachelor of Science (B.S.), Finance & Economics (Double Major)
Bishop Stang High School 2007 — 2011
Fidelity Investments July 2013 - August 2014
Northwestern Mutual May 2012 - October 2012
Town of Norwood June 2007 - August 2011
Town of Norwood MA September 2006 - August 2011
Education
Providence College 2009 — 2013
Marketing/Finance
Providence College 2009 — 2013
Bachelor of Science, Concentration Finance/Marketing
Wells Fargo Bank - Wholesale Human Resources - Wells Fargo Capital Finance 2002 - Present
Korn/Ferry International 1999 - 2001
Fidelity Investments 1993 - 1999
Skills
Human Resources, Performance Management, Talent Acquisition, Talent Management, Deferred Compensation, Credit, HRIS, Employee Benefits, Applicant Tracking..., Personnel Management, Loans, Onboarding, Banking, Financial Analysis, Management
Education
Providence College 1985 — 1989
BA, Business Administration and Management, General
Boston Collge
MSW
National Journal March 2015 - Present
Fidelity Investments May 2013 - February 2014
Fidelity Investments June 2012 - August 2012
Ripley May 2012 - June 2012
Skills
Options, Financial Markets, Corporate Finance, Trading, Loans, Client Relations Skills, Customer Service, Social Media, Spanish-speaking, Public Speaking, Teamwork, Leadership, Sales, Microsoft Excel
Education
Providence College 2009 — 2013
Bachelor's degree, International Studies/Economics Concentration
Fidelity Investments September 2005 - Present
Fidelity Investments March 2000 - Present
Fidelity Investments March 2005 - September 2005
Amica Insurance September 2003 - March 2005
Resolution Unit August 2000 - August 2003
Call Center August 1998 - July 2000
Skills
Mutual Funds, Series 63, 401k, Investments, Series 7
Education
Providence College 1993 — 1997
BS, Finance
Providence College
Bachelor of Science Degree, Business Management; Finance
Primatics Financial Project ManagerPrimatics FinancialProject ManagerPrimatics FinancialVice PresidentRoyal Bank of ScotlandJanuary 2013 - January 2015
Royal Bank of Scotland January 2010 - January 2013
Royal Bank of Scotland June 2009 - August 2009
Fidelity Investments June 2008 - December 2008
Skills
OOP, Shell Scripting, Business Analysis, PL/SQL, Software Design, ETL, Web Applications, Databases, Information Architecture, Program Management, Analysis, SQL, Fixed Income, Management, Trading Systems
Education
University of Maryland College Park 2008 — 2009
MS, Information Management
Punjab Engineering College 2003 — 2007
B.E, Electrical Engineering
Fidelity Investments July 2013 - Present
Financial Firm September 2008 - Present
Skills
Series 7, 401k, Mutual Funds, Client Services
Education
Purchase College, SUNY 2004 — 2007
BA, Liberal Studies, Italian
Fidelity Investments June 2015 - Present
Anthony's on the Green May 2014 - June 2015
The Fairview May 2013 - August 2013
Education
Providence College 2012 — 2016
Bachelor of Science (B.S.), Finance
Hopkinton High School 2008 — 2012
Manulife Asset Management February 2015 - Present
John Hancock Investments September 2013 - February 2015
John Hancock Financial Services September 2011 - September 2013
Time Warner Cable July 2010 - September 2011
Time Warner Cable May 2009 - August 2009
Fidelity Investments May 2008 - July 2008
Skills
Financial Reporting, Forecasting, Finance, Strategic Financial..., Mutual Funds
Education
Providence College 2006 — 2010
Bachelor of Science, Finance, Accounting (minor)
Andover High School 2002 — 2006
Gray, Gray & Gray June 2014 - Present
Fidelity Investments June 2013 - May 2014
Community Boating Inc. May 2012 - August 2013
Education
Providence College 2010 — 2014
Bachelor of Science (BS), Accounting; Health Policy Management
Carmel Clay Public Library July 2012 - Present
Carmel Clay Public Library July 2010 - July 2012
Rotary Club of Carmel, Indiana 1986 - 2012
Fidelity Investments July 1999 - July 2002
DowAgroscience August 1989 - July 1999
Eli Lilly and Company October 1963 - August 1989
Skills
Grant Writing, Fundraising, Public Speaking, Event Planning, Strategic Planning, Leadership Development, Public Relations, Event Management, Program Management, Budgets, Community Outreach, Press Releases, Social Media, Social Networking, Marketing Communications, Leadership, Board Development, Public Policy, Management, Media Relations, Organizational..., Strategic Communications, Volunteer Management
Education
Washington University in St. Louis 1961 — 1963
Master of Business Admin. (M.B.A.), Marketing
Purdue University 1954 — 1958
Bachelor of Science (B.S.), Soil Chemistry and Agronomy
Fidelity Investments March 2014 - Present
NTT DATA Corporation (BCBS NC) February 2013 - February 2014
Blue Cross & Blue shield of North Carolina February 2013 - February 2014
Duke Clinical Research Institute March 2008 - March 2011
IBM February 2004 - March 2008
IBM August 1997 - February 2004
P.S.G College of Technology 1995 - 1997
Skills
SDLC, Software Project..., PMP, Requirements Analysis, Project Portfolio..., Business Analysis, Agile Methodologies, Program Management, Business Intelligence, Data Warehousing, Vendor Management, Requirements Gathering, PMO, Visio, Enterprise Architecture, Business Process..., Agile Project Management, Software Documentation, Scrum, IT Strategy, Resource Management, Business Process, Project Management
Education
PSG College of Technology 1993 — 1995
Masters, Applied Mathematics & Comp Applications
Markit May 2013 - Present
The Climate Registry 2008 - May 2013
Oracle 1997 - 2007
Telvent Miner & Miner 1995 - 1997
University of Colorado at Denver 1994 - 1995
Fidelity Investments 1989 - 1993
Skills
Carbon Management, IT Strategy, Climate Change, Outsourcing, Renewable Energy, Environmental Law, Energy, Sustainable Development, Sustainability, Business Development, Energy Efficiency
Education
Harvard University - Graduate School of Design 1990 — 1993
Masters
Purchase College, SUNY
BS
Premier Wealth Management July 2014 - Present
Reuben Wicklund CPA Inc. January 2014 - Present
Fidelity Investments January 2013 - May 2014
Burningham Enterprises June 2012 - January 2013
Texas Roadhouse February 2010 - June 2012
Skills
Accounting, Investments, Tax Preparation, Food & Beverage, Time Management, Fantasy Football, Restaurants, New Restaurant Openings, Wheel Throwing, P&L, Financial Analysis, Marketing, Finance
Education
University of Hawaii - Shidler College of Business 2015 — 2017
Master of Business Administration (M.B.A.) Candidate
Utah Valley University 2010 — 2011
Bachelor of Science (BS), Accounting
Punahou School
Real Estate Agent, Keller Williams Realty, Boston South West September 2015 - Present
MC Communications, LLC April 2002 - December 2005
Fitcorp Private Fitness Centers - A Division of Town Sports International August 2002 - August 2004
NMHCC, Inc. May 1999 - April 2001
NMHCC, Inc. January 1999 - May 1999
NMHCC, Inc. May 1998 - January 1999
NMHCC, Inc. July 1997 - May 1998
NMHCC, Inc. March 1996 - July 1997
The Center for Business Intelligence September 1995 - March 1996
Fidelity Investments July 1993 - September 1995
Skills
Event Planning, Event Management, Public Relations, Marketing Communications, Customer Service, Social Media, Microsoft Office, Management, Corporate Events, Marketing, Business Development, Relationship Marketing, Relationship Management, Key Account Management, Key Account Development, Key Account..., Business Management, Strategic Planning, Project Management, Leadership, Strategy, Sales, Market Research, Budgets, Public Speaking, Sponsorship, Program Management
Education
Providence College 1988 — 1992
Bachelor's Degree, Business and French
L'Universite de Fribourg, Fribourg, Switzerland 1990 — 1991
French Studies
Fidelity Investments April 1995 - June 2015
Thomson Course Technology September 2002 - September 2003
Ziff-Davis Education September 1996 - August 1998
Putnam Investments April 1997 - November 1997
SEI June 1996 - November 1996
Fleet Bank March 1996 - May 1996
Federal Products January 1991 - December 1994
Potomac Research Group February 1989 - July 1991
Vanguard Technologies July 1987 - February 1989
Electronic Data Systems September 1985 - July 1987
Skills
Instructor-led Training, E-Learning, Captivate, Software Documentation, Instructional Design, Curriculum Design, Project Management, Technical Writing, Training Needs Analysis
Education
Purchase College, SUNY
Bachelor Fine Arts, Music Performance
Fidelity Investments October 2008 - Present
Fidelity Investments March 2011 - December 2014
Fidelity Investments October 2008 - March 2011
Sapient Corporation July 2007 - October 2008
Infosys 2003 - 2007
Skills
Financial Risk..., Management Consulting, Product Management, Business Strategy, Entrepreneurship, Financial Modeling, Corporate Finance, Venture Capital, Financial Analysis, Collateral Risk..., Market Risk Management, Global Business..., Mergers & Acquisitions, Equity Research, Investments, Credit Risk Management, Early-stage Startups, Negotiations, Equity Derivatives, Alternative Investments, Impact Investments, Business Valuation, Enterprise Risk..., General Management, Leadership, People Management, Program Management, Business Development, Business Analysis, Risk Management, Cross-functional Team..., Management, Strategy, Analytics
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA for Executives
Punjab Technical University 1997 — 2001
Bachelor of Technology
DAV Public School 1988 — 1997
Senior Secondary
J.P. Morgan May 2015 - Present
Fidelity Investments August 2014 - May 2015
Providence College April 2013 - May 2015
Fidelity Investments April 2014 - August 2014
Regan Communications January 2014 - June 2014
Blue Sky Sports & Entertainment, LLC December 2013 - February 2014
Campanelli May 2013 - August 2013
Partners In Health May 2012 - July 2012
Tara Garvey Design March 2011 - June 2011
Skills
Project Management, Business Process..., Gap Analysis, User Acceptance Testing, Writing, Reporting & Analysis, Repository Management, Microsoft Excel, PowerPoint, Visio, Social Media, Communication Skills, Marketing, Public Relations, CisionPoint, Digital Marketing, Microsoft Office, Microsoft Word
Education
Providence College 2011 — 2015
Bachelor’s Degree, Marketing, Concentrated Studies in Advanced Writing, Magna Cum Laude
Norwell High School 2008 — 2011
Fidelity Investments July 2015 - Present
Fidelity Investments June 2014 - August 2014
Toys R Us June 2013 - August 2013
Ballyowen Golf Club May 2012 - September 2012
Education
Providence College 2011 — 2015
Bachelor's degree, Finance, Accountancy minor
Delbarton School 2007 — 2011
Fidelity Investments March 2012 - May 2013
Fidelity Investments July 2009 - March 2012
Fidelity Investments July 2008 - July 2009
Bank of America July 2007 - May 2008
Skills
Inside Sales, Territory Planning, Investment Strategies, Series 7, Series 63, Mutual Funds, Retirement Plans, Retirement Income..., 401k, Series 65, Life Insurance, Fixed Annuities, Variable Annuities
Education
Providence College 2004 — 2008
BS, Management
Voya Financial September 2006 - Present
Fidelity Investments October 2004 - September 2006
Putnam Investments September 1999 - October 2004
Skills
401k, Investments, Series 63, Mutual Funds, Series 6, Asset Allocation, Wealth Management, Relationship Management, Series 7, Retirement, Retirement Planning, Series 24, Financial Services, Sales, Retirement Plan..., Defined Contribution, Qualified Retirement..., Securities, Profit Sharing, IRAs, Variable Annuities, Bonds
Education
Hesser College 2000 — 2001
Associate's degree, Business Administration and Management, General
Providence College
Citizens Investment Services January 2015 - Present
New England College of Business January 2003 - January 2012
Fidelity Investments March 2004 - January 2007
Skills
Series 7, SERIES 65, SERIES 63, CRPC
Education
Educacentre St Petersburg Russia
HARGRAVE MILITARY ACADEMY
High school
Providence College
Master's degree, History
Saint Anselm College
Bachelor of Arts (B.A.), History
Nike July 2013 - Present
AECOM December 2010 - June 2013
Fidelity Investments December 2009 - December 2010
Formerly Malcolm Pirnie August 2006 - December 2009
CIBC Wealth Management December 1999 - August 2003
Skills
Cognos, Project Management, TM1, Requirements Gathering, Business Process, ETL, Program Management, Strategic Financial..., Essbase, Access, Cognos TM1, OLAP, Change Management, Hyperion Enterprise, Financial Planning, MS Project, SDLC, Corporate Finance, Corporate Communications, Training & Development, Technical Training, Training Delivery, Technical Presentations, Scrum, Agile Project Management, Cross-functional Team...
Education
University of Waterloo 2003 — 2006
Master of Science (M.Sc.), Engineering, 3.8
Punjab Technical University 1996 — 2000
Bachelor of Engineering (B.E), Engineering
Russell Investments June 2014 - Present
Fidelity Investments February 2013 - June 2014
BlackRock October 2006 - January 2013
State Street Research/BlackRock June 2004 - October 2006
Morgan Stanley Wealth Management September 1997 - June 2004
Skills
Separately Managed..., Asset Managment, Series 7, Series 63, Series 65, Fixed Income, Alternative Investments, Mutual Funds, Capital Markets, Wealth Management, Personal Financial..., Strategic Financial..., High Net Worth..., CIMA, Sales Presentations, Sales, Relationship Management, Retirement Planning, Wealth Management..., Variable Annuities, Fixed Annuities, Investment Management, Equities, Bonds, Asset Allocation, ETFs, Asset Management, Financial Planning
Education
Providence College 1993 — 1997
Bachelor of Science, Management/Finance
Boston College High School 1989 — 1993
Fidelity Investments May 2015 - Present
adidas Group May 2013 - April 2015
Atlas Properties May 2012 - September 2012
Pembroke Country Club June 2010 - September 2011
Skills
Real Estate, Microsoft Office, Investment Properties, Budgets, Teamwork, Customer Service, Financial Services
Education
Providence College 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Thayer Academy 2008 — 2011
Serene Corporation April 2012 - Present
Gilead Sciences April 2014 - Present
Mason Companies, Inc February 2013 - December 2013
Gilead Sciences April 2012 - January 2013
iGate PATNI September 2000 - April 2012
Fidelity Investments 2011 - 2012
Church & Dwight September 2010 - November 2010
GE Energy June 2010 - September 2010
Affiliated Computer Services November 2009 - January 2010
Cbeyond June 2009 - September 2009
Skills
Customer Relations, Wireless, Billing, Middleware, Siebel, Salesforce.com, PMP, CRM, Mobile Devices, Business Process, Telecommunications, Cloud Computing, Pre-sales, Invoicing, Integration, Business Analysis, SaaS, Requirements Analysis, Management, SDLC
Education
University of Pune 1994 — 1995
MBA, Major in Finance
Pune Institute of Computer Technology 1989 — 1993
Bachelor's Degree, Computer Science
Loyola Junior College 1987 — 1989
Higher Secondary School, Science
Loyola 1977 — 1987
School, School
RS Investments July 2013 - Present
RS Investments February 2012 - June 2013
Fidelity Investments February 2010 - February 2012
Fidelity Investments June 2008 - February 2010
Fidelity Investments July 2007 - June 2008
Fidelity Investments February 2006 - May 2007
John Hancock September 2005 - November 2005
UGI Utilities June 2003 - August 2003
Education
Providence College 2003 — 2007
Bachelor of Science, Finance & Management
Lancaster Catholic High School
Fidelity Investments June 2007 - Present
Fidelity Investments June 2000 - June 2005
Fidelity Investments June 1998 - June 2000
The Hanover Insurance Group 1995 - 1997
Education
Providence College
Master of Business Administration (M.B.A.), Marketing
Southern New Hampshire University
Bachelor of Science (B.S.), Finance, General
Federal Trade Commission, Bureau of Economics August 2014 - Present
Federal Trade Commission, Bureau of Competition October 2011 - Present
State Street July 2011 - October 2011
Fidelity Investments June 2010 - August 2010
Camp Finberg June 2008 - August 2009
County Square Pharmacy October 2004 - January 2008
Skills
Microsoft Excel, Lexis, Legal Research, Westlaw, Investments, Stata, SAS, ArcGIS, Microsoft Office, PowerPoint, MCH, Wordperfect, CaseMap, Trial Director, DocuMatrix, Concordance, Brio Reports, Renlar Systems, XTRAC, Competition Law, Adobe Photodeluxe
Education
Providence College 2007 — 2011
B.A., Quantitative Economics
Attleboro High School 2003 — 2007
Netezza Training Partners January 2011 - Present
Centerlight Health System April 2013 - May 2013
Best Buy April 2012 - March 2013
Fidelity Investments September 2011 - March 2012
IQ Associates May 2010 - March 2012
Fresenius Medical Care May 2010 - August 2011
Humedica June 2009 - May 2010
Fresenius Medical Care October 2007 - March 2009
Harvard Pilgrim HealthCare February 2007 - July 2007
Massachusetts General Hospital 2001 - 2004
Skills
Netezza Architect, Netezza Developer, Data Warehouse Architect, Enterprise Integration..., Statistical Analysis..., Master Data Management, Translational Medicine, Data Modeling, Data Integration, Data Management, Business Intelligence, Data Mining, Healthcare IT, Business Analysis, Agile, Informatics, Analytics, Database Design, R, Data Scientist
Education
Wesleyan University 1972 — 1976
B.A.
Purdue University 1976 — 1983
Ph.D.
John Burroughs School 1966 — 1972
Wells Fargo October 2012 - Present
Wells Fargo Capital Finance March 2008 - October 2012
Wells Fargo 2007 - 2008
Wells Fargo Institutional Brokerage and Sales 2004 - 2007
Ducharme, McMillen & Associates 2003 - 2004
Fidelity Investments 2001 - 2003
Skills
Financial Analysis, Banking, Capital Markets, Portfolio Management, Securities, Fixed Income, Credit, Loans, Risk Management, Cross-Sell, Treasury Management, Asset Based Lending, Relationship Management, Commercial Lending, Mutual Funds, Commercial Banking, Bonds, Cash Management, Financial Services, Credit Risk, Credit Analysis, Business Development, Loan Origination, Middle Market, Cross Selling, Financial Modeling, Small Business Lending
Education
Providence College 1997 — 2001
Bachelor's degree, Management/Finance
Boston College High School 1994 — 1997
Fidelity Investments December 2000 - Present
Skills
Investments, Asset Managment, Series 7, Series 63, Uniform Combined State..., Series 6, Wealth Management, Profit Sharing, Defined Benefit, Fixed Annuities, Pensions, Securities, Fixed Income
Education
Providence College 1997 — 2008
Bachelor of Arts (B.A.)
Fidelity Investments September 2013 - Present
Fidelity Investments September 2008 - September 2013
Fidelity Investments December 2007 - September 2008
Fidelity Investments February 2006 - December 2007
Fidelity Investments November 2003 - February 2006
Fidelity Investments July 2002 - November 2003
Fidelity Investments September 1999 - July 2002
Fidelity Investments June 1997 - September 1999
Skills
Mutual Funds, Financial Services, Fixed Income, Derivatives, Bonds, Corporate Actions, Risk Management, Financial Markets, Fund Accounting, Capital Markets, Cash Management, Finance, Financial Risk, Financial Modeling
Education
Providence College 1993 — 1997
Fidelity Investments Product ManagerFidelity1994 - Present
Skills
Financial Services, Product Management, Series 7, Process Improvement, SDLC, Business Analysis, Mutual Funds, Employee Training, Project Portfolio..., Project Management, Relationship Management
Education
Providence College 1988 — 1991
Fidelity Investments 2000 - Present
Fidelity November 2000 - December 2010
Skills
Vendor Management, Disaster Recovery, Visio, ITIL, SDLC, Active Directory, Business Analysis, Process Improvement, Requirements Analysis, SharePoint, Windows Server, Troubleshooting, IT Operations, Incident Management, System Deployment, IT Management, Unix, Technical Support, Security, Software Documentation
Education
Providence College 1985 — 1989
Fidelity Investments January 2014 - Present
Brown Brothers Harriman June 2011 - December 2013
Brown Brothers Harriman & Co. August 2008 - June 2011
Brown Brothers Harriman June 2006 - August 2008
Skills
Risk Management, Relationship Management, Client Services, Project Management, Management, Finance, Microsoft Excel, Marketing, Microsoft Office
Education
Providence College 1996 — 2000
Bachelor of Science (BS)
Fidelity Investments November 2012 - Present
Cox Communications January 2008 - November 2012
Citizens February 2007 - December 2007
Pharmacare 2001 - 2007
Skills
Essbase
Education
Providence College
Masters, MBA
University of Massachusetts Dartmouth
durfee high
Fidelity Investments October 2007 - Present
First Marblehead October 2005 - October 2007
Staples 2003 - 2005
Skills
Informatica, SDLC, Data Warehousing, ETL, Data Modeling, Requirements Analysis, Oracle, SQL, Data Integration, Business Intelligence, PL/SQL, Business Analysis, Databases, Microsoft SQL Server, Visio, Agile Methodologies, Unix, Requirements Gathering, Enterprise Architecture, Software Project...
Education
College Of Applied Science, Calicut, India
PSG College of Technology
Master of Business Administration (MBA), Information Technology
Fidelity Investments January 2015 - Present
Fidelity Investments May 2011 - December 2014
Masshousing August 2006 - May 2011
Granite Telecommunications April 2002 - August 2006
Skills
PMP, PMI-ACP, Business Analysis, Project Management, Requirements Analysis, Requirements Gathering, Agile Methodologies, Visio, MS Project, Process Improvement, Systems Analysis, Agile Project Management, SharePoint, Project Planning, Integration
Education
Providence College 1985 — 1989
Bachelor of Business Administration (B.B.A.)
Credit Suisse January 2013 - Present
Redcats USA January 2006 - December 2012
A I G July 2003 - November 2005
Fidelity Investments June 2002 - July 2003
National Stock Exchange of India Limited September 2000 - June 2002
Skills
M-Commerce, ASP.NET MVC, Design Patterns, Offshore Management, Team Leadership, Web Applications, Apple IOS, Android Development, C#, ASP.NET, jQuery, Mobile Commerce
Education
Punjab Technical University 1996 — 2000
Fidelity Investments January 2011 - Present
Fidelity Investments October 2007 - December 2010
Fidelity Investments June 2006 - October 2007
Fidelity Investments June 2005 - May 2006
Skills
Bloomberg
Education
Providence College 2002 — 2006
NC State Government February 2013 - Present
Fidelity Investments August 2007 - February 2013
Fidelity Investments August 2005 - August 2007
Fidelity Investments July 2003 - August 2005
Fidelity Investments May 2001 - July 2003
Comverse Network Systems 1996 - 2001
DSQ Software April 1993 - February 1996
OMC Computers Ltd March 1990 - March 1993
Skills
Program Management, Project Management, People Management, Team Building, IT Strategy, Offshoring, PMP, SDLC, Resource Management, Management, Software Project..., Agile Methodologies
Education
PSG College of Technology 1988 — 1990
Master of Technology (M.Tech.), Machine Tool Engineering
VR Siddhartha Engineering College 1984 — 1988
Bachelor of Technology (B.Tech.), Mechanical Engineering
JP Morgan Chase June 2006 - Present
Investors Bank & Trust June 2005 - June 2006
State Street February 2001 - January 2005
Fidelity Investments 2005 - 2005
Skills
Mutual Funds, Fund Accounting, Custody, Settlements, Software Project..., Project Implementation, Lean Initiatives, Client Service, Client Relationship..., Process Improvement, Process Engineering, Risk Management, Change Management, Internal Audit, Financial Reporting, Sungard, Board Reporting, Talent Assessment, Performance Improvement, Performance Management, Metrics Analysis, Compliance Audits, Global Custody, Corporate Actions, Internal Controls
Education
Providence College 1990 — 1994
BS, Business Administration
CDS Business Mapping, LLC January 2011 - Present
Fidelity Investments March 2007 - May 2008
BNP Paribas/FundQuest August 2004 - February 2007
JP Morgan/Brown Co 1999 - 2004
Scudder Investments 1996 - 1999
Education
Providence College 1974 — 1978
Accounting
Xaverian Brothers 1970 — 1974
Iron Mountain March 2012 - Present
Sapient August 2010 - March 2012
State Street February 2008 - August 2010
Fidelity Investments February 2005 - February 2007
EMD Serono September 2004 - January 2005
Skills
Procurement, Strategic Sourcing
Education
Providence College 1980 — 1984
BA, Spanish/Public Administration
Fidelity Investments June 1997 - Present
Skills
Lean Manufacturing, Six Sigma, Continuous Improvement, Process Improvement, Cost Reduction, Cross-functional Team..., Project Management, Business Process..., Process Engineering, DMAIC, Vendor Management, Kaizen, Root Cause Analysis, Quality Management, Program Management
Education
Purdue University 1977 — 1981
Keane December 2009 - Present
Keane March 2008 - Present
Fidelity Investments 2014 - 2014
Consulting - Staples 2011 - 2014
Staples 2011 - 2014
Keane April 2007 - March 2008
USAA July 2006 - April 2007
CVS Caremark Corporation March 2006 - July 2006
Sapient 2004 - 2005
Infosys 2002 - 2003
Skills
Program Management, Requirements Gathering, Business Process, Databases, Data Warehousing, Agile Methodologies, Business Intelligence, Testing
Education
Punjab Technical University 1997 — 2001
B.Tech, Electronics & Communications
Fidelity Investments July 2013 - Present
Fidelity Investments March 2012 - July 2013
Fidelity Investments 2011 - 2012
Fidelity Investments 2005 - 2011
Citizens Bank 2004 - 2005
Sun Life Financial March 1999 - June 2004
Skills
Business Analysis, Requirements Analysis, Software Project..., Project Management, Agile Methodologies, Vendor Management, Process Improvement, Requirements Gathering, Business Intelligence, Data Analysis, Data Warehousing, Mobile Applications, Mobile Web Design, Web Design, Responsive Web Design, Web Applications, Software System Analysis
Education
Rhode Island School of Design 2015 — 2017
RISD CE, Web + Interactive Design Certificate
Providence College 1994 — 1998
Bachelor of Science (B.S.), Business Management
Fidelity Investments July 2015 - Present
Sabre Corporation August 2014 - May 2015
Rent a Center June 2013 - July 2014
American Airlines July 2011 - May 2013
Amazon.com January 2008 - July 2011
American Airlines May 2006 - January 2008
American Airlines July 2005 - August 2005
IBM Global Services July 2003 - July 2004
IBM Global Services July 2002 - July 2003
Skills
Web Services, Java, Java Enterprise Edition, Agile Methodologies, Spring, Hibernate, JUnit, Struts, JSP, Tomcat, JMS, OOP, Ant, JDBC, EJB, Servlets, Maven, Software Development, Weblogic, REST, Spring Framework
Education
University of North Texas 2004 — 2006
Masters, Computer Science
Pune Institute of Computer Technology 1999 — 2003
Bachelors, Computer Engineering
Fidelity Investments July 2011 - Present
Fidelity Investments July 2008 - June 2011
Fidelity Investments February 2005 - June 2008
Fidelity Investments January 2005 - February 2005
Fidelity Investments May 2003 - December 2004
Morgan Stanley Dean Witter November 2001 - May 2003
Education
Providence College 1985 — 1989
Universite de Fribourg 1987 — 1988
Tech Mahindra February 2014 - Present
Tata Consultancy Services May 2010 - February 2014
Royal Bank of Scotland Group November 2008 - April 2010
Fidelity Investments July 2007 - October 2008
Skills
PL/SQL, SQL, Requirements Analysis, DataStage, Informatica, Ab Initio
Education
Punjab Engineering College 2003 — 2007
B.E, Computer Science
Punjab Engineering College 2003 — 2007
Bachelor's degree, Computer Science
Voya Investment Management May 2015 - Present
Bloomberg LP October 2011 - May 2015
Fidelity Investments December 2009 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Public Speaking, English, Research
Education
Providence College 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Blue Cross and Blue Shield of North Carolina December 2013 - Present
Netvision Resources Inc, July 2010 - Present
Fidelity Investments July 2012 - December 2013
GTRAS February 2007 - July 2010
Symphony Services May 2005 - January 2007
Eka Software Solutions June 2004 - May 2005
Skills
Java Enterprise Edition, Spring, Struts, Agile Methodologies, Tomcat, Hibernate, Java, XML, Web Services, SOA, Weblogic, JBoss Application Server
Education
Pune Institute of Computer Technology
self July 2013 - Present
Xchanging January 2010 - November 2011
Xchanging October 2008 - January 2010
Fidelity Investments July 2006 - October 2008
Fidelity Business Services India Pvt Ltd 2006 - 2008
AIESEC August 2003 - December 2004
Skills
Java software..., J2EE, Spring, Spring Webflow, JavaScript, SQL*Plus, Software Development, Tomcat, Servlets, Ant, Hibernate, J2EE Application..., JBoss Application Server, EJB, JSF, XML, Websphere, SDLC, Web Applications, Core Java, Java, Java Enterprise Edition, Agile Methodologies, SQL, Software Project..., JSP, Oracle, Web Services, PL/SQL, Team Management, Microsoft SQL Server, Unix, AJAX, HTML, Databases, Eclipse
Education
Punjab Engineering College 2002 — 2006
Bachelor’s Degree, Information Technology
Sacred Heart school, Chandigarh 1988 — 2002
High School
Fidelity Investments July 2011 - Present
Fidelity Investments January 2008 - June 2011
Fidelity Investments April 2005 - December 2007
Fidelity Investments January 2003 - March 2005
Fidelity Investments September 1999 - December 2002
Skills
Mutual Funds, Fund Accounting, Equities, Fixed Income, Securities, Bloomberg, Financial Services, Investments
Education
Suffolk University - Sawyer Business School 2001 — 2003
MBA, Concentration in Finance
Providence College 1995 — 1999
BS, Management & Finance
Norwell High School 1991 — 1995
John Hancock Life Insurance Company (U.S.A.) June 2011 - Present
Raytheon October 2010 - June 2011
Best Doctors July 2009 - October 2010
Fidelity Investments March 2006 - July 2009
Ernst & Young 1999 - 2005
Skills
Corporate Finance, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Analysis, Financial Modeling, General Ledger, Process Improvement, US GAAP, Accounts Payable
Education
Providence College 1995 — 1999
BS, Accounting
Fidelity Investments July 2005 - Present
Fidelity 2005 - 2008
FundQuest 1999 - 2005
Skills
Strategic Planning, Software Project..., PMP, Change Management, Process Improvement, Project Management, Program Management, Business Analysis, SDLC, Requirements Analysis
Education
Providence College 1989 — 1993
BS, Finance
CVSCaremark May 2014 - Present
CVS 2010 - 2011
Capgemini Consulting February 2009 - August 2009
Fidelity Investments June 2006 - November 2008
Patni Computer Services 2004 - 2008
Fidelity 1996 - 2008
Fidelity Investments June 2001 - May 2006
Fidelity Investments December 1996 - May 2001
Software Technology International 1996 - 2001
Fidelity Investments October 1996 - November 1996
Skills
Disaster Recovery, Software Development, WebSphere Application..., Virtualization, Enterprise Software, Unix, Solaris, Veritas Volume Manager, Data Center, SDLC, Agile Methodologies, Vendor Management, Personnel Management, Vignette, iPlanet
Education
PSG College of Technology 1989 — 1993
BE, Computer Science and Engineering
Coldwell Banker Real Estate October 2015 - Present
Fidelity Investments 1994 - 2001
Skills
Event Planning, Marketing, Strategic Planning, Social Media, Fundraising, Nonprofits, Public Speaking, Leadership
Education
Providence College 1980 — 1984
BA, American Studies
AC
Grace Lutheran Church August 2011 - Present
Independent Consulting July 2010 - Present
Society Hill at Mahopac January 2004 - Present
IBM June 2008 - June 2010
Fidelity Investments January 2003 - June 2008
IBM December 1976 - December 2002
Education
The George Washington University-School of Business and Public Management. 1997 — 1998
Project Management
SUNY Purchase 1993 — 1995
Human Resources and Management
Dale Carnegie Institute 1991 — 1992
Public Speaking
Westchester Community College 1976 — 1980
B. S., Business
Fidelity Investments July 2003 - Present
Skills
Mutual Funds, Investments, Series 63, Equities, Banking, Portfolio Management, Relationship Management, Series 7, Financial Services, Wealth Management
Education
Providence College
Bachelor of Arts (BA), History
Fidelity Investments January 2012 - Present
Fidelity Investments February 2011 - January 2012
Fidelity Investments September 2007 - February 2011
Infor Global Solutions April 1999 - September 2007
Putnam Investments November 1998 - April 1999
Putnam Investments April 1998 - October 1998
Putnam Investments March 1997 - April 1998
Putnam Investments November 1996 - March 1997
Putnam Investments April 1996 - November 1996
Skills
Software Quality..., Software Project..., Software Analysis, Technology Management, Agile Methodologies, Software Quality..., Business Analysis, Quality Assurance, Requirements Analysis, SDLC, Requirements Gathering, Vendor Management, Process Improvement, Visio, Systems Analysis, Testing, SQL, Project Management, Leadership, Resource Management
Education
Providence College 1992 — 1995
BA, English major, Biology minor
The Guardian Life Insurance Company of America February 2012 - Present
Fidelity Investments July 2010 - February 2012
Education
Providence College 2006 — 2010
Bachelor of Science, Marketing
Marshfield High School 2002 — 2006
MA/RI League for Nursing September 2004 - Present
Fidelity Investments March 2001 - November 2002
Fidelity Investments March 1998 - February 2001
Putnam Investments April 1995 - February 1998
Putnam Investments October 1992 - March 1995
Skills
Series 7, Series 63, 401k, Retirement, Financial Services, Financial Reporting, Customer Service, Investment Management, Fund Accounting, Fixed Income, Long-term Care, Health Education, Risk Management, Program Management, Leadership, Teaching, Strategic Planning, Program Development, Higher Education
Education
Providence College 1986 — 1990
Finance
Fidelity Investments May 2015 - Present
Ernst & Young February 2010 - April 2015
Navigant Consulting January 2006 - October 2009
Investors Bank & Trust 2004 - 2006
Investors Bank & Trust 2002 - 2004
Skills
Financial Services, Risk Management, Equities, Asset Management, Hedge Funds, Management Consulting, Investment Banking, Business Strategy, Internal Controls, Operational Risk..., Investment Advisers Act, Investment Company Act, Investment Compliance, Operational Due..., Enterprise Risk..., Regulatory Compliance, Compliance Testing, Due Diligence
Education
University of Pennsylvania - The Wharton School
Certified Regulatory and Compliance Professional (CRCP), FINRA Institute at Wharton
Providence College 1998 — 2002
BS, Finance
Fresenius Medical Care January 2014 - Present
Fidelity Investments July 2013 - December 2013
John Deere Financial November 2012 - June 2013
ACS, a Xerox Company September 2010 - October 2012
MetLife Auto & Home November 2008 - August 2010
MetLife Broker Dealer September 2006 - November 2008
MetLife Insurance (US) April 2006 - September 2006
Patni Computer Systems June 2004 - March 2006
Skills
ETL, Informatica, Production Support, Business Intelligence, Mainframe, COBOL, Data Warehousing, PL/SQL, Data Modeling, Autosys, DB2/SQL, Erwin, DB2, Fileaid, Cognos, Datastage, Unix Shell Scripting, Unix, SDLC, Business Objects, Performance Tuning, Oracle, Teradata, Requirements Analysis, Data Integration, VSAM, Microsoft SQL Server, Data Migration, Stored Procedures, Data Mining, SQL Tuning, IBM Mainframe, Data Warehouse..., JCL, Integration, Requirements Gathering
Education
PSG College of Technology
Bachelor of Technology
Fidelity Investments December 2012 - Present
Skills
Core Java, Java Enterprise Edition, JSP, Unix, Java, Sun Certified Java..., Spring, J2EE Application..., J2EE Web Services, CSS3, JavaScript, MVC, Agile Methodologies, SDLC, Scrum, Maven, Spring Webflow, ClearCase, Velocity Templates, Log4j, JAXB, jQuery, JSON
Education
PSG College of Technology 2003 — 2007
Bachelor's degree, Production Engineering
Fidelity Investments July 2014 - Present
Mastek UK Ltd. February 2013 - November 2013
MajescoMastek March 2011 - December 2012
Fidelity Investments 2010 - 2012
Mastek Ltd August 2007 - February 2009
Mastek Ltd February 2004 - May 2007
Eftia OSS Solutions 2000 - 2002
Skills
SDLC, Waterfall, Requirements Analysis, Software Project..., Solution Architecture, SOA, Java Enterprise Edition, Requirements Gathering, Spring, Agile Methodologies, Oracle, UML, Java, XML, Data Warehousing, PMP, Enterprise Architecture, JMS, JBPM, Technical Design, Proof of Concept, Scrum, Agile Project Management, PL/SQL, Web Services, Project Planning, J2EE, Business Analysis, Spring Framework
Education
OLPS
Pune Institute of Computer Technology
BE, Computer Engineering 1999
JPMorgan Chase & Co. January 2015 - Present
Moody's Investors Service July 2014 - December 2014
Moody's Investors Service November 2012 - June 2014
Fidelity Investments February 2011 - November 2012
Fidelity Investments November 2009 - February 2011
Education
Providence College 2005 — 2009
Bachelor of Arts (B.A.), Economics
Fidelity Investments March 2004 - Present
Fidelity Investments August 2003 - March 2004
Fidelity Investments July 2001 - July 2003
Skills
Retirement Planning, Retirement, Mutual Funds, Wealth Management, Series 7, Investment Advisory, Investments, Asset Allocation, Strategic Financial..., Investment Strategies, Series 63, Uniform Combined State..., Certified Financial..., Series 66, Licensed Life Insurance...
Education
Providence College 1997 — 2001
Business Administration and Management, General
Rowan University
Master of Business Administration (MBA)
Fidelity Investments June 2015 - Present
Syntel May 2014 - January 2015
HTC Global Services February 2012 - May 2014
NIIT Technologies Limited March 2006 - February 2012
Tata Consultancy Services March 1999 - January 2003
Skills
PMP, SDLC, PMO, Global Delivery, Requirements Analysis, Software Project..., Project Delivery, Vendor Management, IT Strategy, Team Management, Offshoring, Business Process, Pre-sales, Program Management, Resource Management, Outsourcing, Project Governance
Education
PSG College of Technology 1997 — 1999
Master's degree, Engineering Design
Kumaraguru College of Technology 1993 — 1997
Bachelor of Engineering (BE)
Fidelity Investments 2006 - Present
Skills
Series 7, Insurance, Sales, Series 63, Retirement Planning, New Business Development, Management
Education
State University of New York College at Purchase
BA, Psychology
RSA, The Security Division of EMC June 2015 - Present
Fidelity Investments May 2014 - August 2014
Price Chopper Supermarkets May 2012 - June 2014
FirstWorks June 2013 - September 2013
Skills
Consultative Selling, Written & Oral..., Cyber-security, Network Security, Two-factor..., Sales Process, Salesforce.com, Pre-sales, Public Speaking, Customer Service, Marketing Communications
Education
Providence College 2011 — 2015
Bachelor of Science (B.S.), Marketing