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
Employee
Years
Job
Industry
Timothy Shields Timothy Shields's Fidelity Investments Experience 1996 - 2013
Job Client Services Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Fidelity Investments 1996 - 2013
Skills
Operations Management, Operational Efficiency, Site Management, Financial Services, Back Office, Business Process..., Customer Experience, Lean Manufacturing, Banking, Budgets, Leadership, Operational Excellence, Process Improvement, Vendor Management, Team Building, Risk Management, Strategic Planning, Program Management
Education
Queens University of Charlotte 1991 — 1995
BS, Business Administration and Management, General
TIAA-CREF June 2014 - Present
Fidelity Investments 1996 - 2013
Skills
Operations Management, Operational Efficiency, Site Management, Financial Services, Back Office, Business Process..., Customer Experience, Lean Manufacturing, Banking, Budgets, Leadership, Operational Excellence, Process Improvement, Vendor Management, Team Building, Risk Management, Strategic Planning, Program Management
Education
Queens University of Charlotte 1991 — 1995
BS, Business Administration and Management, General
Shan Khan Shan Khan's Fidelity Investments Experience May 2013 - August 2013
Job Parts & Service Zone Manager at Ford Motor Company
Industry Marketing and Advertising
Experience
Ford Motor Company June 2014 - Present
Vineyard Vines August 2013 - May 2014
Student Advisory Board For Academic Success November 2012 - May 2014
Major League Baseball February 2014 - April 2014
Purdue University Interfraternity Council November 2012 - December 2013
Fidelity Investments May 2013 - August 2013
Carnegie Sports & Entertainment May 2012 - August 2012
Delta Upsilon International Fraternity November 2011 - June 2012
Delta Upsilon International Fraternity May 2011 - November 2011
Vector Marketing June 2010 - July 2010
Skills
Sports Marketing, Social Networking, Fundraising, Media Monitoring, Entrepreneurship, Google Docs, Facebook, Relationship Marketing, Social Media Marketing, Market Research, Marketing Research, Marketing, Competitive Analysis, Organizational Behavior, Social Media, Event Planning, Time Management, Leadership, Public Speaking, Microsoft Word
Education
Purdue University 2010 — 2014
Bachelor of Science (B.S.) in Management, Business Administration and Management, General, Senior
Purdue University 2010 — 2014
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Ford Motor Company June 2014 - Present
Vineyard Vines August 2013 - May 2014
Student Advisory Board For Academic Success November 2012 - May 2014
Major League Baseball February 2014 - April 2014
Purdue University Interfraternity Council November 2012 - December 2013
Fidelity Investments May 2013 - August 2013
Carnegie Sports & Entertainment May 2012 - August 2012
Delta Upsilon International Fraternity November 2011 - June 2012
Delta Upsilon International Fraternity May 2011 - November 2011
Vector Marketing June 2010 - July 2010
Skills
Sports Marketing, Social Networking, Fundraising, Media Monitoring, Entrepreneurship, Google Docs, Facebook, Relationship Marketing, Social Media Marketing, Market Research, Marketing Research, Marketing, Competitive Analysis, Organizational Behavior, Social Media, Event Planning, Time Management, Leadership, Public Speaking, Microsoft Word
Education
Purdue University 2010 — 2014
Bachelor of Science (B.S.) in Management, Business Administration and Management, General, Senior
Purdue University 2010 — 2014
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Andrii Taranukha's Fidelity Investments Experience September 2013 - June 2014
Job Asset Management Summer Analyst
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Fidelity Investments September 2013 - June 2014
Dumbo Moving and Storage, Inc. June 2013 - September 2013
AXA Advisors February 2013 - June 2013
Union Settlement Association January 2013 - April 2013
Golden Networking December 2012 - February 2013
BNP Paribas June 2009 - August 2011
ING November 2008 - April 2009
Skills
Banking, Finance, Teamwork, Economics, Credit, SPSS, C++, Credit Risk, Microsoft Excel, Corporate Finance, Financial Analysis, C, Retail Banking, Cold Calling, Financial Statement..., Insurance, Financial Services, Investment Banking, Analysis, Fixed Income, Equity Research, Derivatives, Portfolio Management, Alternative Investments, R, Risk Management, Financial Econometrics, Financial Modeling, Financial Markets
Education
Queens College 2014 — 2016
Master's Degree, Risk Management, 3.6/4
CFA Institute
2016 Level 2 Candidate in the CFA Program, Investments and Securities
State University of Finance and Foreign Trade 2004 — 2009
Bachelor, Finance, 4.8/5
Credit Suisse June 2015 - Present
Fidelity Investments September 2013 - June 2014
Dumbo Moving and Storage, Inc. June 2013 - September 2013
AXA Advisors February 2013 - June 2013
Union Settlement Association January 2013 - April 2013
Golden Networking December 2012 - February 2013
BNP Paribas June 2009 - August 2011
ING November 2008 - April 2009
Skills
Banking, Finance, Teamwork, Economics, Credit, SPSS, C++, Credit Risk, Microsoft Excel, Corporate Finance, Financial Analysis, C, Retail Banking, Cold Calling, Financial Statement..., Insurance, Financial Services, Investment Banking, Analysis, Fixed Income, Equity Research, Derivatives, Portfolio Management, Alternative Investments, R, Risk Management, Financial Econometrics, Financial Modeling, Financial Markets
Education
Queens College 2014 — 2016
Master's Degree, Risk Management, 3.6/4
CFA Institute
2016 Level 2 Candidate in the CFA Program, Investments and Securities
State University of Finance and Foreign Trade 2004 — 2009
Bachelor, Finance, 4.8/5
Melissa Yim's Fidelity Investments Experience 2000 - 2010
Job VP, Communications Xerox Services Human Capital Services (TBO/HRO/Learning)
Industry Information Technology and Services
Experience
Xerox December 2014 - Present
Xerox January 2012 - December 2014
Xerox 2011 - 2012
Xerox 2010 - 2011
Fidelity Investments 2000 - 2010
Skills
Defined Benefit, Change Management, Project Management, Cross-functional Team..., Vendor Management, Employee Benefits, Leadership, 401k, Management, Corporate Communications, Strategy, Consulting, Outsourcing, Business Analysis, Business Process..., Team Leadership, Marketing Strategy, Program Management, Process Improvement
Education
Purdue University 1994 — 1998
BA
Marjory Stoneman Douglas - Parkland, Florida 1990 — 1994
HS Diploma
Xerox December 2014 - Present
Xerox January 2012 - December 2014
Xerox 2011 - 2012
Xerox 2010 - 2011
Fidelity Investments 2000 - 2010
Skills
Defined Benefit, Change Management, Project Management, Cross-functional Team..., Vendor Management, Employee Benefits, Leadership, 401k, Management, Corporate Communications, Strategy, Consulting, Outsourcing, Business Analysis, Business Process..., Team Leadership, Marketing Strategy, Program Management, Process Improvement
Education
Purdue University 1994 — 1998
BA
Marjory Stoneman Douglas - Parkland, Florida 1990 — 1994
HS Diploma
Nolan Bagadiong Nolan Bagadiong's Fidelity Investments Experience July 2015 - Present
Job Director, End User Platforms at Fidelity Investments
Industry Financial Services
Experience
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
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
Tracy Majka Tracy Majka's Fidelity Investments Experience November 2011 - March 2013
Job Editor, Writer, Content Strategist | tracymajka.com
Industry Online Media
Experience
Cambridge Associates September 2014 - Present
DarkHorse Multimedia Inc. June 2011 - Present
Harvard University April 2013 - July 2014
Fidelity Investments November 2011 - March 2013
Massachusetts General Hospital February 2008 - November 2011
Fidelity Investments February 2008 - February 2008
Court TV Networks September 2004 - December 2007
various publications August 2002 - September 2004
Nickelodeon Magazine July 2002 - September 2004
Eclipsys Corporation September 2000 - July 2002
Skills
Copy Editing, Blogging, Digital Media, Editing, Content Strategy, Social Media, Newsletters, Proofreading, Creative Writing, SEO, Journalism, Publications, Storytelling, Dreamweaver, Magazines, Technical Writing, Multimedia, AP Style
Education
University of Massachusetts, Amherst 1996 — 2000
M.F.A., Creative Writing
Purdue University 1991 — 1996
B.S., B.A., audiology and speech sciences, professional writing
Valparaiso High School
Cambridge Associates September 2014 - Present
DarkHorse Multimedia Inc. June 2011 - Present
Harvard University April 2013 - July 2014
Fidelity Investments November 2011 - March 2013
Massachusetts General Hospital February 2008 - November 2011
Fidelity Investments February 2008 - February 2008
Court TV Networks September 2004 - December 2007
various publications August 2002 - September 2004
Nickelodeon Magazine July 2002 - September 2004
Eclipsys Corporation September 2000 - July 2002
Skills
Copy Editing, Blogging, Digital Media, Editing, Content Strategy, Social Media, Newsletters, Proofreading, Creative Writing, SEO, Journalism, Publications, Storytelling, Dreamweaver, Magazines, Technical Writing, Multimedia, AP Style
Education
University of Massachusetts, Amherst 1996 — 2000
M.F.A., Creative Writing
Purdue University 1991 — 1996
B.S., B.A., audiology and speech sciences, professional writing
Valparaiso High School
John C. McCormick, MBA, PMP, CSM John C. McCormick, MBA, PMP, CSM's Fidelity Investments Experience September 2013 - Present
Job Senior Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments July 2011 - August 2013
Cubist Pharmaceuticals June 2010 - July 2011
Cubist Pharmaceuticals February 2009 - June 2010
Fidelity Investments April 2008 - December 2008
Fidelity Investments March 2005 - March 2008
Investors Bank & Trust September 2001 - February 2005
Gibson, Dunn & Crutcher LLP June 2000 - September 2001
Skills
Project Management, PMP, Process Improvement, Financial Analysis, Report Writing, Six Sigma, Project Portfolio..., Requirements Analysis, Microsoft Office, MS Project, Project Delivery, Risk Management, SharePoint, Agile Methodologies, Cross-functional..., Presentations, Presenter, Time Management, Predictive Modeling, Test Coordination, Change Management, Requirements Management, Conflict Resolution, SDLC, Rational Team Concert, Agile Project Management, Visio, Software Project..., Cross-functional Team..., JIRA Agile
Education
Southern New Hampshire University 2005 — 2008
MBA, Finance and Business Management
Quinnipiac University 1996 — 2000
B.A.(s), Political Science and Legal Studies
Kellenberg Memorial H.S. 1992 — 1996
Fidelity Investments September 2013 - Present
Fidelity Investments July 2011 - August 2013
Cubist Pharmaceuticals June 2010 - July 2011
Cubist Pharmaceuticals February 2009 - June 2010
Fidelity Investments April 2008 - December 2008
Fidelity Investments March 2005 - March 2008
Investors Bank & Trust September 2001 - February 2005
Gibson, Dunn & Crutcher LLP June 2000 - September 2001
Skills
Project Management, PMP, Process Improvement, Financial Analysis, Report Writing, Six Sigma, Project Portfolio..., Requirements Analysis, Microsoft Office, MS Project, Project Delivery, Risk Management, SharePoint, Agile Methodologies, Cross-functional..., Presentations, Presenter, Time Management, Predictive Modeling, Test Coordination, Change Management, Requirements Management, Conflict Resolution, SDLC, Rational Team Concert, Agile Project Management, Visio, Software Project..., Cross-functional Team..., JIRA Agile
Education
Southern New Hampshire University 2005 — 2008
MBA, Finance and Business Management
Quinnipiac University 1996 — 2000
B.A.(s), Political Science and Legal Studies
Kellenberg Memorial H.S. 1992 — 1996
Courtney Rice's Fidelity Investments Experience 2003 - 2007
Job Corporate Communications and Branding Manager at HAI Group
Industry Public Relations and Communications
Experience
HAI Group January 2012 - Present
Cardio Express August 2014 - July 2015
Charles River Associates March 2010 - December 2011
Pulte Homes December 2008 - March 2010
Cone May 2007 - December 2008
Fidelity Investments 2003 - 2007
Skills
Mac and PC platforms, Microsoft Office Suite, Microsoft Publisher, Adobe, Lexis Nexis, Cision, SharePoint, CMS, Media Relations, Internal Communications, Public Relations, Event Planning, Social Media, Marketing Communications, Social Media Marketing, Marketing, Customer Service, Microsoft Office, Strategy, Management, Press Releases, Newsletters, Corporate Branding, Training, Nonprofits, Crisis Communications, Event Management
Education
Quinnipiac University 2003 — 2007
Bachelor of Arts, Public Relations
Quinnipiac University - School of Business 2003 — 2007
Minor, Marketing
HAI Group January 2012 - Present
Cardio Express August 2014 - July 2015
Charles River Associates March 2010 - December 2011
Pulte Homes December 2008 - March 2010
Cone May 2007 - December 2008
Fidelity Investments 2003 - 2007
Skills
Mac and PC platforms, Microsoft Office Suite, Microsoft Publisher, Adobe, Lexis Nexis, Cision, SharePoint, CMS, Media Relations, Internal Communications, Public Relations, Event Planning, Social Media, Marketing Communications, Social Media Marketing, Marketing, Customer Service, Microsoft Office, Strategy, Management, Press Releases, Newsletters, Corporate Branding, Training, Nonprofits, Crisis Communications, Event Management
Education
Quinnipiac University 2003 — 2007
Bachelor of Arts, Public Relations
Quinnipiac University - School of Business 2003 — 2007
Minor, Marketing
Nigel Storer Nigel Storer's Fidelity Investments Experience 1993 - 1996
Job Head of SubAdvisory and Retirement Platforms at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management December 2012 - Present
Aberdeen Asset Management January 2012 - Present
Aberdeen Asset Management January 2009 - December 2011
Aberdeen Asset Management November 1998 - December 2008
Aetna International 1996 - 1998
Fidelity Investments 1993 - 1996
Provident Mutual 1989 - 1993
Woolwich Building Society 1988 - 1989
Skills
Mutual Funds, Asset Managment, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Series 7, Series 24, Series 63, Investment Advisory, Fixed Income, Equities, Wealth Management, Hedge Funds, Business Strategy, Strategic Financial...
Education
Queen Mary University of London 1984 — 1987
BSc, Economics
Aberdeen Asset Management December 2012 - Present
Aberdeen Asset Management January 2012 - Present
Aberdeen Asset Management January 2009 - December 2011
Aberdeen Asset Management November 1998 - December 2008
Aetna International 1996 - 1998
Fidelity Investments 1993 - 1996
Provident Mutual 1989 - 1993
Woolwich Building Society 1988 - 1989
Skills
Mutual Funds, Asset Managment, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Series 7, Series 24, Series 63, Investment Advisory, Fixed Income, Equities, Wealth Management, Hedge Funds, Business Strategy, Strategic Financial...
Education
Queen Mary University of London 1984 — 1987
BSc, Economics
Tim Mulligan's Fidelity Investments Experience 2011 - Present
Job Director/Architect ALM Fidelity Investments Boston MA
Industry Information Technology and Services
Experience
Fidelity Investments 2011 - Present
Veritude/Fidelity January 2006 - July 2007
John Hancock Life Insurance Company (U.S.A.) 1998 - 2005
Skills
Software Development, SDLC, Rational Team Concert, Agile Methodologies, ClearCase, Nexus, Unix, ClearQuest, SOA, Websphere, Sonar, Perl, Rational, Release Management, Ant, Jenkins, Software Configuration...
Education
Purdue University Calumet 1984 — 1989
Computer Programming and Information Systems
Fidelity Investments 2011 - Present
Veritude/Fidelity January 2006 - July 2007
John Hancock Life Insurance Company (U.S.A.) 1998 - 2005
Skills
Software Development, SDLC, Rational Team Concert, Agile Methodologies, ClearCase, Nexus, Unix, ClearQuest, SOA, Websphere, Sonar, Perl, Rational, Release Management, Ant, Jenkins, Software Configuration...
Education
Purdue University Calumet 1984 — 1989
Computer Programming and Information Systems
Gregg Denizard Gregg Denizard's Fidelity Investments Experience January 1997 - December 1998
Job Provider Enrollment Specialist
Industry Financial Services
Experience
NHIC Inc. - Hewlett Packard Enterprise October 2014 - Present
Boston Financial Data Services August 2012 - 2013
MFS Investment Management December 2008 - November 2010
MFS Investment Management January 2006 - December 2008
MFS Investment Management January 2005 - December 2006
MFS Investment Management January 2003 - December 2004
MFS Investment Management January 2001 - December 2002
MFS Investment Management March 1999 - December 2000
Fidelity Investments January 1997 - December 1998
Fidelity Investments January 1997 - December 1997
Skills
Microsoft Office, Technical Writing, Customer Service, Compliance, Editing, Problem Solving, Troubleshooting, Analysis, Data Processing, Procedures Documentation, Data Quality Assurance, report generation, database mining, Small Group..., Building Relationships, complaint resolution, Discrepancy Resolution, Process Implementation, Training Manuals, Technical Documentation, SQL, Database Design, Access Database, Microsoft Excel, Visual Basic, Software Documentation, Mutual Funds
Education
Quincy College
Computer Science, Spanish
University of Massachusetts Dartmouth
Bachelors, English Writing/Communications
NHIC Inc. - Hewlett Packard Enterprise October 2014 - Present
Boston Financial Data Services August 2012 - 2013
MFS Investment Management December 2008 - November 2010
MFS Investment Management January 2006 - December 2008
MFS Investment Management January 2005 - December 2006
MFS Investment Management January 2003 - December 2004
MFS Investment Management January 2001 - December 2002
MFS Investment Management March 1999 - December 2000
Fidelity Investments January 1997 - December 1998
Fidelity Investments January 1997 - December 1997
Skills
Microsoft Office, Technical Writing, Customer Service, Compliance, Editing, Problem Solving, Troubleshooting, Analysis, Data Processing, Procedures Documentation, Data Quality Assurance, report generation, database mining, Small Group..., Building Relationships, complaint resolution, Discrepancy Resolution, Process Implementation, Training Manuals, Technical Documentation, SQL, Database Design, Access Database, Microsoft Excel, Visual Basic, Software Documentation, Mutual Funds
Education
Quincy College
Computer Science, Spanish
University of Massachusetts Dartmouth
Bachelors, English Writing/Communications
Denise Yee Denise Yee's Fidelity Investments Experience August 2006 - August 2008
Job Learning Program Specialist at Rogers Communications
Industry Professional Training & Coaching
Experience
Rogers Communications April 2015 - Present
Rogers Communications January 2011 - April 2015
Rogers Communications October 2008 - February 2011
Fidelity Investments August 2006 - August 2008
Fidelity Investments September 2005 - August 2006
Skills
Needs Analysis, Instructional Design, Training Delivery, Captivate, Blended Learning, Learning Management, Performance Consulting, Adult Education, Coaching, Instructor-led Training, Performance Management, ADDIE
Education
Queen's University 1999 — 2003
Bachelors, Commerce
Queen's University 1999 — 2003
Bachelor of Commerce, Honours, Business Marketing; Philosophy
Rogers Communications April 2015 - Present
Rogers Communications January 2011 - April 2015
Rogers Communications October 2008 - February 2011
Fidelity Investments August 2006 - August 2008
Fidelity Investments September 2005 - August 2006
Skills
Needs Analysis, Instructional Design, Training Delivery, Captivate, Blended Learning, Learning Management, Performance Consulting, Adult Education, Coaching, Instructor-led Training, Performance Management, ADDIE
Education
Queen's University 1999 — 2003
Bachelors, Commerce
Queen's University 1999 — 2003
Bachelor of Commerce, Honours, Business Marketing; Philosophy
Emil Ben-David, CFP Emil Ben-David, CFP's Fidelity Investments Experience September 2011 - Present
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2011 - Present
JPMorgan Chase December 2010 - September 2011
AXA Advisors August 2009 - December 2010
Education
Queens College 2005 — 2009
Bachelor of Arts (BA), Economics
Fidelity Investments September 2011 - Present
JPMorgan Chase December 2010 - September 2011
AXA Advisors August 2009 - December 2010
Education
Queens College 2005 — 2009
Bachelor of Arts (BA), Economics
Ruishon Burnett, MBA Ruishon Burnett, MBA's Fidelity Investments Experience May 2009 - March 2012
Job Workday Implementation AnalystAdvanced at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt April 2015 - Present
Aon Hewitt November 2013 - April 2015
Aon Hewitt January 2013 - November 2013
Aon Hewitt May 2012 - December 2012
Fidelity Investments May 2009 - March 2012
HR XCEL August 2008 - March 2009
Ceridian March 2005 - August 2008
Mark Jacobson Toyota May 2001 - March 2005
Skills
Analytical Abilities, Communications Strategy, Process Improvement, Team Leadership, SAS70, Oracle SQL, Microsoft Office, Project Management, Documentation, People Management, Training & Development, Team Building, Multicultural Team..., Managing High..., Human Resources, Strategic Communications, Management, Software Documentation, Operations Management, Employee Training, Organizational..., Auditing, Analytical Skills, Recruiting, Analysis, Leadership, CRM, Payroll, Training, Employee Relations, PeopleSoft, Employee Benefits, Performance Management
Education
Strayer University 2010 — 2013
Master, Business Administration
Strayer University-North Carolina 2006 — 2009
Bachelor of Business Administration (B.B.A.), Hospitality Administration/Management
Purdue University Calumet 1993 — 1998
Hospitality Managment
Aon Hewitt April 2015 - Present
Aon Hewitt November 2013 - April 2015
Aon Hewitt January 2013 - November 2013
Aon Hewitt May 2012 - December 2012
Fidelity Investments May 2009 - March 2012
HR XCEL August 2008 - March 2009
Ceridian March 2005 - August 2008
Mark Jacobson Toyota May 2001 - March 2005
Skills
Analytical Abilities, Communications Strategy, Process Improvement, Team Leadership, SAS70, Oracle SQL, Microsoft Office, Project Management, Documentation, People Management, Training & Development, Team Building, Multicultural Team..., Managing High..., Human Resources, Strategic Communications, Management, Software Documentation, Operations Management, Employee Training, Organizational..., Auditing, Analytical Skills, Recruiting, Analysis, Leadership, CRM, Payroll, Training, Employee Relations, PeopleSoft, Employee Benefits, Performance Management
Education
Strayer University 2010 — 2013
Master, Business Administration
Strayer University-North Carolina 2006 — 2009
Bachelor of Business Administration (B.B.A.), Hospitality Administration/Management
Purdue University Calumet 1993 — 1998
Hospitality Managment
Richelle Amado Richelle Amado's Fidelity Investments Experience April 2001 - August 2005
Job Program Assistant at MIT
Industry Higher Education
Experience
MIT January 2007 - Present
DANA FARBER CANCER INSTITUTE, September 2005 - June 2006
Fidelity Investments April 2001 - August 2005
Skills
Microsoft Office, Public Relations, Non-profits, Office Management, Training, Budgets, PowerPoint, Accounts Payable, Dreamweaver, SAP, Event Planning, Microsoft Excel, Outlook, Nonprofits
Education
Quincy College 1991 — 1993
Associate's degree, Hospitality Administration/Management
Lesley University
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies with specialization in Education
MIT January 2007 - Present
DANA FARBER CANCER INSTITUTE, September 2005 - June 2006
Fidelity Investments April 2001 - August 2005
Skills
Microsoft Office, Public Relations, Non-profits, Office Management, Training, Budgets, PowerPoint, Accounts Payable, Dreamweaver, SAP, Event Planning, Microsoft Excel, Outlook, Nonprofits
Education
Quincy College 1991 — 1993
Associate's degree, Hospitality Administration/Management
Lesley University
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies with specialization in Education
Alex Mahoney's Fidelity Investments Experience May 2015 - Present
Job Commerce Student at Queen's University
Industry Investment Management
Experience
Fidelity Investments May 2015 - Present
Queen's University Investment Counsel February 2015 - Present
Queen's University Investment Counsel March 2014 - February 2015
Queen's Finance Association Conference January 2013 - November 2014
AltaCorp Capital Inc. May 2014 - August 2014
Queen's Global Markets September 2012 - March 2014
TD Securities - Capital Management May 2013 - August 2013
Education
Queen's University 2012 — 2016
Bachelor of Commerce (B.Com.), Finance
Crescent School 2008 — 2012
Fidelity Investments May 2015 - Present
Queen's University Investment Counsel February 2015 - Present
Queen's University Investment Counsel March 2014 - February 2015
Queen's Finance Association Conference January 2013 - November 2014
AltaCorp Capital Inc. May 2014 - August 2014
Queen's Global Markets September 2012 - March 2014
TD Securities - Capital Management May 2013 - August 2013
Education
Queen's University 2012 — 2016
Bachelor of Commerce (B.Com.), Finance
Crescent School 2008 — 2012
Joseph M Zajac Joseph M Zajac's Fidelity Investments Experience June 2013 - Present
Job Experienced Project Management Professional. PMP, PMIACP, CSM
Industry Information Technology and Services
Experience
Fidelity Investments June 2013 - Present
Blue Cross Blue Shield of North Carolina January 2012 - June 2013
TEKsystems August 2011 - February 2012
IBM July 2000 - May 2011
Skills
Integration, SQL, Agile Methodologies, Software Development, Microsoft SQL Server, Linux, Oracle, JavaScript, Project Management, Software Project..., SDLC, Requirements Analysis, Web Applications, Windows
Education
The George Washington University - School of Business 1999 — 2001
Master's Certificate in Project Management, Project Management
University of Phoenix 1993 — 1995
MBA, Mgmt Info Systems, Entrepreneurship
Purdue University 1984 — 1988
BSCEE, Software Engineering, Microprocessor design, Robotics
Fidelity Investments June 2013 - Present
Blue Cross Blue Shield of North Carolina January 2012 - June 2013
TEKsystems August 2011 - February 2012
IBM July 2000 - May 2011
Skills
Integration, SQL, Agile Methodologies, Software Development, Microsoft SQL Server, Linux, Oracle, JavaScript, Project Management, Software Project..., SDLC, Requirements Analysis, Web Applications, Windows
Education
The George Washington University - School of Business 1999 — 2001
Master's Certificate in Project Management, Project Management
University of Phoenix 1993 — 1995
MBA, Mgmt Info Systems, Entrepreneurship
Purdue University 1984 — 1988
BSCEE, Software Engineering, Microprocessor design, Robotics
Vanessa Wieland Vanessa Wieland's Fidelity Investments Experience November 1999 - January 2001
Job Associate Online Education Manager at F+W Media, Inc.
Industry Media Production
Experience
F+W Media, Inc. October 2015 - Present
F+W Media, Inc. March 2013 - September 2015
FW Media, Inc January 2011 - March 2013
F+W Media, Inc. February 2008 - December 2010
Kentucky Higher Education Student Loan Corporation July 2002 - August 2006
Fidelity Investments November 1999 - January 2001
Skills
mixed media, Editorial Skills, Fine Art, Creative Writing, Writing, Organizing, Meeting Deadlines, Communication Written, Editing, Books, Art, Content Development, Copywriting, Literature, Proofreading, Blogging, Wordpress, Social Media, Non-fiction, Editorial, Mixed Media, InDesign, Technical Writing, SEO, Copy Editing
Education
Queen Mary University of London 2006 — 2007
Master of Arts, English
University of Louisville 2004 — 2006
Bachelor of Arts, English
F+W Media, Inc. October 2015 - Present
F+W Media, Inc. March 2013 - September 2015
FW Media, Inc January 2011 - March 2013
F+W Media, Inc. February 2008 - December 2010
Kentucky Higher Education Student Loan Corporation July 2002 - August 2006
Fidelity Investments November 1999 - January 2001
Skills
mixed media, Editorial Skills, Fine Art, Creative Writing, Writing, Organizing, Meeting Deadlines, Communication Written, Editing, Books, Art, Content Development, Copywriting, Literature, Proofreading, Blogging, Wordpress, Social Media, Non-fiction, Editorial, Mixed Media, InDesign, Technical Writing, SEO, Copy Editing
Education
Queen Mary University of London 2006 — 2007
Master of Arts, English
University of Louisville 2004 — 2006
Bachelor of Arts, English
Paula Munier's Fidelity Investments Experience November 2012 - March 2013
Job Writer, Content Strategist, and Literary Agent
Industry Entertainment
Experience
Talcott Notch 2012 - Present
WGBH October 2013 - November 2013
Fidelity Investments November 2012 - March 2013
Adams Media, a division of F+W Media May 2004 - December 2011
Mystery Writers of America 2008 - 2010
Quarto September 2001 - May 2004
mightywords.com February 2001 - September 2001
Disney March 2000 - February 2001
Prima Publishing (now Crown/Random House) 1994 - 1997
Skills
Publishing, Books, Editorial, Blogging, Editing, Content Strategy, Web Content, Copywriting, Book Reviews, Ebooks, Creative Writing, Literature, Memoir, Social Media, Content Management, Published Author, Copy Editing, Press Releases, Newspapers, Freelance Writing, Fiction, Publications, Magazines, Magazine Articles, Thought Leadership, Corporate Communications, Webinars, Content Development, Storytelling, Ghostwriting, Proofreading, Non-fiction, Content Marketing, Journalism, Online Publishing, Marketing, Newsletters, E-commerce, New Media, Video, Technical Writing, Academic Publishing, Public Speaking, Sales Presentations, International Sales, Client Development, Teaching Writing, Sales Operations, Sales Management, Literary representation
Education
Purdue University
geophysics
Talcott Notch 2012 - Present
WGBH October 2013 - November 2013
Fidelity Investments November 2012 - March 2013
Adams Media, a division of F+W Media May 2004 - December 2011
Mystery Writers of America 2008 - 2010
Quarto September 2001 - May 2004
mightywords.com February 2001 - September 2001
Disney March 2000 - February 2001
Prima Publishing (now Crown/Random House) 1994 - 1997
Skills
Publishing, Books, Editorial, Blogging, Editing, Content Strategy, Web Content, Copywriting, Book Reviews, Ebooks, Creative Writing, Literature, Memoir, Social Media, Content Management, Published Author, Copy Editing, Press Releases, Newspapers, Freelance Writing, Fiction, Publications, Magazines, Magazine Articles, Thought Leadership, Corporate Communications, Webinars, Content Development, Storytelling, Ghostwriting, Proofreading, Non-fiction, Content Marketing, Journalism, Online Publishing, Marketing, Newsletters, E-commerce, New Media, Video, Technical Writing, Academic Publishing, Public Speaking, Sales Presentations, International Sales, Client Development, Teaching Writing, Sales Operations, Sales Management, Literary representation
Education
Purdue University
geophysics
Doug Lynch Doug Lynch's Fidelity Investments Experience March 2006 - December 2010
Job Senior Software Engineer at EMC
Industry Computer Software
Experience
EMC June 2011 - Present
Hewlett-Packard February 2011 - May 2011
Fidelity Investments March 2006 - December 2010
Fidelity Investments 1994 - 2003
First Data Corporation 1990 - 1994
Mellon Financial Services 1988 - 1990
Skills
Spring, PL/SQL, Java Enterprise Edition, Java, SDLC, Microsoft SQL Server, Software Development, JBoss Application Server, Databases, Architectures, Integration
Education
Quinnipiac University
EMC June 2011 - Present
Hewlett-Packard February 2011 - May 2011
Fidelity Investments March 2006 - December 2010
Fidelity Investments 1994 - 2003
First Data Corporation 1990 - 1994
Mellon Financial Services 1988 - 1990
Skills
Spring, PL/SQL, Java Enterprise Edition, Java, SDLC, Microsoft SQL Server, Software Development, JBoss Application Server, Databases, Architectures, Integration
Education
Quinnipiac University
Yady A. DeJesus Yady A. DeJesus's Fidelity Investments Experience October 2014 - Present
Job Application DBA at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 2014 - Present
Ferguson Enterprises April 2013 - September 2014
URimagination, Inc May 2012 - April 2013
CapitalOne Bank 2008 - December 2011
Bank of America 2008 - 2008
Citigroup 1999 - 2007
JPMorgan Chase, New York, NY July 1992 - August 1999
Skills
Databases, OLTP, Performance Tuning, Database Administration, PL/SQL, Unix, Unix Shell Scripting, RMAN, Oracle GoldenGate, Oracle, Solaris, Cluster, Disaster Recovery, Enterprise Architecture, Oracle RAC, Database Design, High Availability, Shell Scripting, Red Hat Linux, Replication, AIX, SQL, Oracle Enterprise...
Education
City University of New York-Queens College 1982 — 1990
•Certificate in Database Administration, New York University
Fidelity Investments October 2014 - Present
Ferguson Enterprises April 2013 - September 2014
URimagination, Inc May 2012 - April 2013
CapitalOne Bank 2008 - December 2011
Bank of America 2008 - 2008
Citigroup 1999 - 2007
JPMorgan Chase, New York, NY July 1992 - August 1999
Skills
Databases, OLTP, Performance Tuning, Database Administration, PL/SQL, Unix, Unix Shell Scripting, RMAN, Oracle GoldenGate, Oracle, Solaris, Cluster, Disaster Recovery, Enterprise Architecture, Oracle RAC, Database Design, High Availability, Shell Scripting, Red Hat Linux, Replication, AIX, SQL, Oracle Enterprise...
Education
City University of New York-Queens College 1982 — 1990
•Certificate in Database Administration, New York University
Ron Shryock PMP,PSM-I,CPIM,CSCP's Fidelity Investments Experience January 2002 - May 2004
Job Project Manager with Vernovis
Industry Information Technology and Services
Experience
Kadant Black Clawson July 2011 - July 2014
OPW Fueling Components Group August 2004 - July 2011
Fidelity Investments January 2002 - May 2004
Fidelity Investments 2000 - 2002
Fidelity Investments 1998 - 2000
Fidelity Investments 1995 - 1998
Pomeroy Computer Services 1993 - 1995
IBM 1985 - 1993
Skills
Process Improvement, Project Management, IT Service Management, Enterprise IT..., ERP Software, End User Training, Operations Management, Servers, Oracle, Business Strategy, ITIL, Lean Manufacturing, Strategy, Strategic Planning, ERP, Management, Manufacturing, PMP, Troubleshooting, Enterprise Software, Business Process, Integration, Software Development, Leadership, Business Process..., Windows Server, Information Technology, Vendor Management, IT Strategy, IT Management, Process Engineering, Enterprise Architecture, Cross-functional Team...
Education
Purdue University
MSME, Mechanical Engineering
Wright State University
Computer Science
Xavier University - Williams College of Business
MBA, Finance
Kadant Black Clawson July 2011 - July 2014
OPW Fueling Components Group August 2004 - July 2011
Fidelity Investments January 2002 - May 2004
Fidelity Investments 2000 - 2002
Fidelity Investments 1998 - 2000
Fidelity Investments 1995 - 1998
Pomeroy Computer Services 1993 - 1995
IBM 1985 - 1993
Skills
Process Improvement, Project Management, IT Service Management, Enterprise IT..., ERP Software, End User Training, Operations Management, Servers, Oracle, Business Strategy, ITIL, Lean Manufacturing, Strategy, Strategic Planning, ERP, Management, Manufacturing, PMP, Troubleshooting, Enterprise Software, Business Process, Integration, Software Development, Leadership, Business Process..., Windows Server, Information Technology, Vendor Management, IT Strategy, IT Management, Process Engineering, Enterprise Architecture, Cross-functional Team...
Education
Purdue University
MSME, Mechanical Engineering
Wright State University
Computer Science
Xavier University - Williams College of Business
MBA, Finance
Daniel Bernard's Fidelity Investments Experience January 2013 - Present
Job Senior Compliance Advisor at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2013 - Present
Ameriprise Financial Services, Inc. May 2010 - December 2012
Bank of America November 2009 - May 2010
Columbia Management Services, Inc May 2007 - October 2009
Columbia Management Services, Inc August 2006 - April 2007
Columbia Management Services, Inc September 2005 - July 2006
Columbia Management Services, Inc January 2005 - August 2005
Skills
Microsoft Excel, Microsoft Word, Visio
Education
Quinnipiac University 1999 — 2003
Bachelor of Arts (BA), Political Science and Government, 3.4
University College Cork 2002 — 2002
Studied abroad spring semester 2002, 4.5
Fidelity Investments January 2013 - Present
Ameriprise Financial Services, Inc. May 2010 - December 2012
Bank of America November 2009 - May 2010
Columbia Management Services, Inc May 2007 - October 2009
Columbia Management Services, Inc August 2006 - April 2007
Columbia Management Services, Inc September 2005 - July 2006
Columbia Management Services, Inc January 2005 - August 2005
Skills
Microsoft Excel, Microsoft Word, Visio
Education
Quinnipiac University 1999 — 2003
Bachelor of Arts (BA), Political Science and Government, 3.4
University College Cork 2002 — 2002
Studied abroad spring semester 2002, 4.5
Trina Pickering-Estremera Trina Pickering-Estremera's Fidelity Investments Experience September 2003 - April 2007
Job Making life that much simpler!
Industry Financial Services
Experience
Trina's Care June 2011 - Present
Trina's Professional Organization April 2011 - Present
State Street Bank and Trust Company April 2007 - December 2010
State Street Bank and Trust Company January 2007 - December 2010
Fidelity Investments September 2003 - April 2007
Fidelity Investments January 2003 - April 2007
Fidelity Investments January 2003 - December 2003
Fidelity Investments March 2003 - September 2003
Boston Financial Data Services June 2002 - March 2003
Boston Financial Data Services January 2002 - December 2002
Skills
Mutual Funds, Strategic Planning, Leadership, Risk Management, Corporate Actions, Investments, Process Improvement, Vendor Management, Business Analysis, Securities, Financial Services
Education
New England College of Finance 2000 — 2002
Certification, Mutual Fund and Stock Market Research
Quincy College 1996 — 2000
Business Management
Weymouth High School VTHS 1992 — 1996
Choir, Piano, Jazz Band, Concert Band and Marching Band
New England College of Finance
Quincy College
Business, Management
Quincy College
Business, Management
Trina's Care June 2011 - Present
Trina's Professional Organization April 2011 - Present
State Street Bank and Trust Company April 2007 - December 2010
State Street Bank and Trust Company January 2007 - December 2010
Fidelity Investments September 2003 - April 2007
Fidelity Investments January 2003 - April 2007
Fidelity Investments January 2003 - December 2003
Fidelity Investments March 2003 - September 2003
Boston Financial Data Services June 2002 - March 2003
Boston Financial Data Services January 2002 - December 2002
Skills
Mutual Funds, Strategic Planning, Leadership, Risk Management, Corporate Actions, Investments, Process Improvement, Vendor Management, Business Analysis, Securities, Financial Services
Education
New England College of Finance 2000 — 2002
Certification, Mutual Fund and Stock Market Research
Quincy College 1996 — 2000
Business Management
Weymouth High School VTHS 1992 — 1996
Choir, Piano, Jazz Band, Concert Band and Marching Band
New England College of Finance
Quincy College
Business, Management
Quincy College
Business, Management
Gina Canada's Fidelity Investments Experience December 1992 - Present
Job Sr. Technical Specialist at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments December 1992 - Present
EDS - Electronic Data Systems November 1989 - December 1992
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Purdue University 1980 — 1984
Bachelor's of Science, Family and Consumer Sciences/Human Sciences
Fidelity Investments December 1992 - Present
EDS - Electronic Data Systems November 1989 - December 1992
Skills
Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Purdue University 1980 — 1984
Bachelor's of Science, Family and Consumer Sciences/Human Sciences
Jenny Au Jenny Au's Fidelity Investments Experience May 2013 - August 2013
Job Staff Accountant at Deloitte Canada
Industry Accounting
Experience
Deloitte Canada September 2015 - Present
Queen's School of Business May 2015 - July 2015
Queen's School of Business September 2014 - March 2015
Matson Driscoll & Damico Ltd. June 2014 - August 2014
Metropolitan Toronto Condominium Corporation July 2012 - January 2014
Alma Mater Society October 2011 - January 2014
Fidelity Investments May 2013 - August 2013
SpoilerTV 2008 - 2013
Kognitive Marketing May 2012 - October 2012
Skills
Time Management, Teamwork, Microsoft Excel, Marketing, Leadership, PowerPoint, Social Media, Microsoft Office, Photoshop, Microsoft Word, Public Speaking, Visual Basic, Excel, HTML, CSS, MatLab, Python, Research, Team Leadership, Financial Analysis, Event Planning
Education
Queen's University 2011 — 2015
Bachelor of Commerce (B.Com.)
Toulouse Business School 2014 — 2014
Master's Degree
Richmond Green Secondary School 2007 — 2011
Deloitte Canada September 2015 - Present
Queen's School of Business May 2015 - July 2015
Queen's School of Business September 2014 - March 2015
Matson Driscoll & Damico Ltd. June 2014 - August 2014
Metropolitan Toronto Condominium Corporation July 2012 - January 2014
Alma Mater Society October 2011 - January 2014
Fidelity Investments May 2013 - August 2013
SpoilerTV 2008 - 2013
Kognitive Marketing May 2012 - October 2012
Skills
Time Management, Teamwork, Microsoft Excel, Marketing, Leadership, PowerPoint, Social Media, Microsoft Office, Photoshop, Microsoft Word, Public Speaking, Visual Basic, Excel, HTML, CSS, MatLab, Python, Research, Team Leadership, Financial Analysis, Event Planning
Education
Queen's University 2011 — 2015
Bachelor of Commerce (B.Com.)
Toulouse Business School 2014 — 2014
Master's Degree
Richmond Green Secondary School 2007 — 2011
Emily Kelly Emily Kelly's Fidelity Investments Experience October 2006 - February 2009
Job
Industry Marketing and Advertising
Experience
Bank of America July 2012 - January 2014
Wells Fargo Financial November 2010 - June 2011
Benesyst June 2009 - August 2010
Fidelity Investments October 2006 - February 2009
Fifth Third Bank May 2003 - October 2006
Fifth Third Bank September 2002 - May 2003
Skills
Content Management, Project Management, B2B, Campaigns, Marketing Communications, Marketing Strategy, Social Media Marketing, Strategic Planning, Marketing, Email Marketing, Corporate Communications, Strategic Communications, Integrated Marketing, Web Project Management, Adobe Creative Suite, Microsoft Office, Mac OS X, Strategy, OS X, Digital Marketing, Press Releases, Brand Development, Brand Management, Budgets, Direct Marketing, Advertising, Editing, Facebook, Management, Marketing Management, Sponsorship, Salesforce.com, Market Research, Online Marketing, Social Networking, Publishing, Program Management, Segmentation, Online Advertising, Dreamweaver
Education
Queens University of Charlotte 2011 — 2013
Master of Arts
Wittenberg University 1997 — 2001
Bachelor of Arts
Bank of America July 2012 - January 2014
Wells Fargo Financial November 2010 - June 2011
Benesyst June 2009 - August 2010
Fidelity Investments October 2006 - February 2009
Fifth Third Bank May 2003 - October 2006
Fifth Third Bank September 2002 - May 2003
Skills
Content Management, Project Management, B2B, Campaigns, Marketing Communications, Marketing Strategy, Social Media Marketing, Strategic Planning, Marketing, Email Marketing, Corporate Communications, Strategic Communications, Integrated Marketing, Web Project Management, Adobe Creative Suite, Microsoft Office, Mac OS X, Strategy, OS X, Digital Marketing, Press Releases, Brand Development, Brand Management, Budgets, Direct Marketing, Advertising, Editing, Facebook, Management, Marketing Management, Sponsorship, Salesforce.com, Market Research, Online Marketing, Social Networking, Publishing, Program Management, Segmentation, Online Advertising, Dreamweaver
Education
Queens University of Charlotte 2011 — 2013
Master of Arts
Wittenberg University 1997 — 2001
Bachelor of Arts
Archana Nambiar Archana Nambiar's Fidelity Investments Experience 2006 - 2007
Job Senior Manager, Global IP Technologies
Industry Biotechnology
Experience
Sanofi July 2014 - Present
Genzyme, a Sanofi company June 2008 - June 2014
Akamai Technologies December 2007 - June 2008
Fidelity Investments 2006 - 2007
Southwest Airlines December 2005 - July 2006
PepsiCo Inc. July 1998 - April 2001
Bombardier Aerospace Inc. November 1998 - June 1999
i2 Technolgoies November 1997 - November 1998
Los Alamos National Laboratory January 1995 - December 1995
Skills
SDLC, Business Process, Vendor Management, IT Management, Cross-functional Team..., Requirements Analysis, Local/Offshore Team..., ERP, Discovery, Project Management, Requirements Management, Scope Manangement, ITIL, Effort Estimation, Resource Management, Change Management, Software Development, Visio, Validation, Gap Analysis, Software Project..., Data Mapping, Systems Analysis, Requirements Gathering, Project Estimation, Testing, Risk Analysis
Education
University of Louisiana at Lafayette
M.S., Computer Science
City University of New York-Queens College
B.A., Computer Science
Sanofi July 2014 - Present
Genzyme, a Sanofi company June 2008 - June 2014
Akamai Technologies December 2007 - June 2008
Fidelity Investments 2006 - 2007
Southwest Airlines December 2005 - July 2006
PepsiCo Inc. July 1998 - April 2001
Bombardier Aerospace Inc. November 1998 - June 1999
i2 Technolgoies November 1997 - November 1998
Los Alamos National Laboratory January 1995 - December 1995
Skills
SDLC, Business Process, Vendor Management, IT Management, Cross-functional Team..., Requirements Analysis, Local/Offshore Team..., ERP, Discovery, Project Management, Requirements Management, Scope Manangement, ITIL, Effort Estimation, Resource Management, Change Management, Software Development, Visio, Validation, Gap Analysis, Software Project..., Data Mapping, Systems Analysis, Requirements Gathering, Project Estimation, Testing, Risk Analysis
Education
University of Louisiana at Lafayette
M.S., Computer Science
City University of New York-Queens College
B.A., Computer Science
Jeffrey R Carney Jeffrey R Carney's Fidelity Investments Experience November 2002 - July 2007
Job Financial Services Executive
Industry Financial Services
Experience
Mackenzie Investments May 2013 - Present
Charles Schwab March 2012 - November 2012
Putnam Investments October 2008 - March 2012
Bank of America August 2007 - October 2008
Fidelity Investments November 2002 - July 2007
Skills
Investment Advisory, Series 7, Management, Investments, Series 24, Business Strategy, FINRA, Series 63, Retirement, Strategy, Mutual Funds, Wealth Management..., Banking, Marketing, 401k, Finance, Investment Management, Mergers & Acquisitions, ETFs, Investment Strategies, Financial Advisory
Education
Queen's University 1980 — 1984
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
Mackenzie Investments May 2013 - Present
Charles Schwab March 2012 - November 2012
Putnam Investments October 2008 - March 2012
Bank of America August 2007 - October 2008
Fidelity Investments November 2002 - July 2007
Skills
Investment Advisory, Series 7, Management, Investments, Series 24, Business Strategy, FINRA, Series 63, Retirement, Strategy, Mutual Funds, Wealth Management..., Banking, Marketing, 401k, Finance, Investment Management, Mergers & Acquisitions, ETFs, Investment Strategies, Financial Advisory
Education
Queen's University 1980 — 1984
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
Rob Michalski's Fidelity Investments Experience July 2009 - August 2009
Job Web Developer/Designer
Industry Design
Experience
Bottomline Technologies September 2014 - Present
Bowst February 2014 - August 2014
Silver Oven Studios May 2011 - October 2013
Lifestyle Family Fitness July 2010 - February 2011
Atelier Creative Services September 2010 - September 2010
Sandhill Smiles December 2008 - December 2009
Fidelity Investments July 2009 - August 2009
The Cheesecake Factory May 2006 - August 2008
Stonewood Tavern & Grill July 2005 - May 2006
Skills
Dreamweaver, Flash, CSS, XHTML, Photoshop, Adobe Fireworks, QuarkXPress, JavaScript, PowerPoint, HTML, Illustrator, InDesign, Web Design, Wordpress, Adobe Creative Suite, After Effects, Graphic Design, ActionScript, Interaction Design, User Interface Design, User Interface, CSS3, Information Architecture, MySQL, HTML 5, Mac, WordPress
Education
Purdue University 2006 — 2010
Bachelors, Computer Technology
Bottomline Technologies September 2014 - Present
Bowst February 2014 - August 2014
Silver Oven Studios May 2011 - October 2013
Lifestyle Family Fitness July 2010 - February 2011
Atelier Creative Services September 2010 - September 2010
Sandhill Smiles December 2008 - December 2009
Fidelity Investments July 2009 - August 2009
The Cheesecake Factory May 2006 - August 2008
Stonewood Tavern & Grill July 2005 - May 2006
Skills
Dreamweaver, Flash, CSS, XHTML, Photoshop, Adobe Fireworks, QuarkXPress, JavaScript, PowerPoint, HTML, Illustrator, InDesign, Web Design, Wordpress, Adobe Creative Suite, After Effects, Graphic Design, ActionScript, Interaction Design, User Interface Design, User Interface, CSS3, Information Architecture, MySQL, HTML 5, Mac, WordPress
Education
Purdue University 2006 — 2010
Bachelors, Computer Technology
Jack Hanratty Jack Hanratty's Fidelity Investments Experience February 1995 - June 2010
Job Data Masking Lead at Deutsche Bank at Axis Technology, LLC
Industry Financial Services
Experience
Axis Technology, LLC July 2013 - Present
Axis Technology, LLC March 2012 - July 2013
APEX Systems February 2011 - December 2011
Fidelity Investments February 1995 - June 2010
Thomson Global Markets August 1986 - February 1995
Connections Telecommunications April 1984 - August 1986
United States Navy October 1975 - October 1978
Skills
Software Development, Data Warehousing, SDLC, Data Masking, Security, Data Security, Requirements Analysis, Databases, Data Modeling, Program Management, Enterprise Architecture
Education
Quincy College
ASCS, Computer Science
Axis Technology, LLC July 2013 - Present
Axis Technology, LLC March 2012 - July 2013
APEX Systems February 2011 - December 2011
Fidelity Investments February 1995 - June 2010
Thomson Global Markets August 1986 - February 1995
Connections Telecommunications April 1984 - August 1986
United States Navy October 1975 - October 1978
Skills
Software Development, Data Warehousing, SDLC, Data Masking, Security, Data Security, Requirements Analysis, Databases, Data Modeling, Program Management, Enterprise Architecture
Education
Quincy College
ASCS, Computer Science
Joseph Wasz, PMP's Fidelity Investments Experience 2007 - 2008
Job Senior Program Manager
Industry Information Technology and Services
Experience
Experis April 2014 - September 2014
Collabera -- Client Wells Fargo May 2013 - September 2013
C3G Inc. November 2012 - February 2013
PCS Consulting, Inc. January 2012 - November 2012
Hewlett-Packard May 2011 - November 2011
Signature Consulting November 2009 - May 2011
Princeton Information April 2009 - September 2009
Analysts International 2008 - March 2009
Keane, Inc July 2007 - July 2008
Fidelity Investments 2007 - 2008
Skills
CRM, IT Service Management, Program Management, Governance, Quality Assurance, Vendor Management, Integration, PMO, Process Improvement, Project Portfolio..., PMP, IT Management, Business Process, Outsourcing, Cross-functional Team..., Enterprise Architecture, Strategy, ITIL, Data Center, Enterprise Software, Project Management, SDLC, Management, Business Analysis, Information Technology, Consulting, Leadership, Change Management, Team Leadership, IT Strategy, Networking, Business Process...
Education
Purdue University 1987 — 1989
BS, Business
Purdue University 1986 — 1989
Bachelor's degree, Business Administration and Management, General
Experis April 2014 - September 2014
Collabera -- Client Wells Fargo May 2013 - September 2013
C3G Inc. November 2012 - February 2013
PCS Consulting, Inc. January 2012 - November 2012
Hewlett-Packard May 2011 - November 2011
Signature Consulting November 2009 - May 2011
Princeton Information April 2009 - September 2009
Analysts International 2008 - March 2009
Keane, Inc July 2007 - July 2008
Fidelity Investments 2007 - 2008
Skills
CRM, IT Service Management, Program Management, Governance, Quality Assurance, Vendor Management, Integration, PMO, Process Improvement, Project Portfolio..., PMP, IT Management, Business Process, Outsourcing, Cross-functional Team..., Enterprise Architecture, Strategy, ITIL, Data Center, Enterprise Software, Project Management, SDLC, Management, Business Analysis, Information Technology, Consulting, Leadership, Change Management, Team Leadership, IT Strategy, Networking, Business Process...
Education
Purdue University 1987 — 1989
BS, Business
Purdue University 1986 — 1989
Bachelor's degree, Business Administration and Management, General
Jeff McKanna's Fidelity Investments Experience August 2010 - October 2011
Job Business Owner & Investor
Industry Real Estate
Experience
Shady Lawn Farms, Inc. November 2009 - Present
HP Enterprise Services September 2012 - September 2013
Fidelity Investments August 2010 - October 2011
Huntington Investment Company April 2009 - November 2009
Edward Jones December 2002 - March 2009
McBee Grain & Trucking, Inc. May 1987 - December 2002
Shady Lawn Farms, Inc. June 1980 - December 2002
Riley Creek Mercantile, LLC March 1999 - June 2002
Skills
Investments, Financial Analysis, Business Development, Roth IRA, Risk Management, Small Business, Business Strategy, Marketing, Team Building, Public Speaking, Real Estate, Finance, Wealth Management, Mutual Funds, Retirement, Estate Planning, Strategic Financial..., Portfolio Management, Banking, Business Planning, Financial Planning
Education
Purdue University 1983 — 1985
B.S., Agricultural Economics
Columbus Grove High School 1977 — 1980
Shady Lawn Farms, Inc. November 2009 - Present
HP Enterprise Services September 2012 - September 2013
Fidelity Investments August 2010 - October 2011
Huntington Investment Company April 2009 - November 2009
Edward Jones December 2002 - March 2009
McBee Grain & Trucking, Inc. May 1987 - December 2002
Shady Lawn Farms, Inc. June 1980 - December 2002
Riley Creek Mercantile, LLC March 1999 - June 2002
Skills
Investments, Financial Analysis, Business Development, Roth IRA, Risk Management, Small Business, Business Strategy, Marketing, Team Building, Public Speaking, Real Estate, Finance, Wealth Management, Mutual Funds, Retirement, Estate Planning, Strategic Financial..., Portfolio Management, Banking, Business Planning, Financial Planning
Education
Purdue University 1983 — 1985
B.S., Agricultural Economics
Columbus Grove High School 1977 — 1980
Marco (Yitao) Liu Marco (Yitao) Liu's Fidelity Investments Experience February 2008 - February 2009
Job Senior Associate at Mercer Investments
Industry Investment Management
Experience
Mercer March 2014 - Present
Morneau Shepell April 2009 - December 2013
Fidelity Investments February 2008 - February 2009
Skills
Defined Benefit, ALM, Actuarial Science, Actuarial Consulting, Retirement, Insurance, Financial Modeling, Risk Management, Statistical Modeling, Pension Funds, Defined Contribution, Pension Administration, VBA, Pensions, Financial Risk
Education
Queen's University 2013 — 2014
Master of Finance, Finance, General
University of Toronto 2005 — 2008
Bachelor of Science (B.Sc.), Actuarial Science
Mercer March 2014 - Present
Morneau Shepell April 2009 - December 2013
Fidelity Investments February 2008 - February 2009
Skills
Defined Benefit, ALM, Actuarial Science, Actuarial Consulting, Retirement, Insurance, Financial Modeling, Risk Management, Statistical Modeling, Pension Funds, Defined Contribution, Pension Administration, VBA, Pensions, Financial Risk
Education
Queen's University 2013 — 2014
Master of Finance, Finance, General
University of Toronto 2005 — 2008
Bachelor of Science (B.Sc.), Actuarial Science
Eric Hoffses Eric Hoffses's Fidelity Investments Experience November 2004 - Present
Job Operations Delivery Leader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2004 - Present
Rivals.com April 2006 - September 2013
Skills
Financial Analysis, Business Strategy, Social Media, Financial Services, Management, Strategy, Investments, Insurance, Editing, Marketing
Education
Quinnipiac University
Fidelity Investments November 2004 - Present
Rivals.com April 2006 - September 2013
Skills
Financial Analysis, Business Strategy, Social Media, Financial Services, Management, Strategy, Investments, Insurance, Editing, Marketing
Education
Quinnipiac University
Adrian Jenko Adrian Jenko's Fidelity Investments Experience 2005 - 2010
Job HR Business Partner Team Lead at Ontario Pension Board
Industry Financial Services
Experience
CIBC 2010 - 2013
Fidelity Investments 2005 - 2010
Deloitte & Touche 2003 - 2004
Deutsche Bank 1997 - 2002
Skills
Employee Relations, Deferred Compensation, Human Resources, Employee Benefits, Change Management, Leave of Absence..., Performance Management, Recruiting, Policy Analysis, Compensation Structures, Performance Appraisal, Management, Talent Management, Organizational Design, Onboarding, Talent Acquisition, Interviews, Leadership, Employee Engagement
Education
Queen's University
Human Resources executive program
Seneca College of Applied Arts and Technology
Human Resources program, Human Resources
University of Waterloo
BES, Environmental Studies
CIBC 2010 - 2013
Fidelity Investments 2005 - 2010
Deloitte & Touche 2003 - 2004
Deutsche Bank 1997 - 2002
Skills
Employee Relations, Deferred Compensation, Human Resources, Employee Benefits, Change Management, Leave of Absence..., Performance Management, Recruiting, Policy Analysis, Compensation Structures, Performance Appraisal, Management, Talent Management, Organizational Design, Onboarding, Talent Acquisition, Interviews, Leadership, Employee Engagement
Education
Queen's University
Human Resources executive program
Seneca College of Applied Arts and Technology
Human Resources program, Human Resources
University of Waterloo
BES, Environmental Studies
Warren Coulson Warren Coulson's Fidelity Investments Experience August 2013 - Present
Job Senior Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2013 - Present
Edward Jones April 2010 - August 2013
Coulson Publications, Inc. 1992 - April 2010
Education
Quincy University
B.S., Business Administration
Fidelity Investments August 2013 - Present
Edward Jones April 2010 - August 2013
Coulson Publications, Inc. 1992 - April 2010
Education
Quincy University
B.S., Business Administration
Joseph Rousch's Fidelity Investments Experience October 2004 - April 2006
Job Enterprise Project Manager at Cigna
Industry Program Development
Experience
Cigna August 2014 - Present
WellPoint May 2013 - March 2014
WellPoint January 2007 - May 2013
Fidelity Investments October 2004 - April 2006
The Home Depot June 2002 - February 2004
Gap, Inc. July 2000 - March 2002
Skills
Building Effective..., Business Acumen, Business Process..., Process Improvement, Governance, Driving Results, Medicare Project Work, Military Experience, Cross-functional Team..., Project Portfolio..., Compliance Project Work, Program Management, Operations Management, Management Consulting, Project Management, Cross Functional Team..., Strategic Planning, Regulatory Execution, Requirements Gathering, Integration, Leadership, Project Planning, PMO, Business Process..., PMP, Strategy, Change Management, Management, Enterprise Architecture
Education
Purdue University 1987 — 1992
BA
Cigna August 2014 - Present
WellPoint May 2013 - March 2014
WellPoint January 2007 - May 2013
Fidelity Investments October 2004 - April 2006
The Home Depot June 2002 - February 2004
Gap, Inc. July 2000 - March 2002
Skills
Building Effective..., Business Acumen, Business Process..., Process Improvement, Governance, Driving Results, Medicare Project Work, Military Experience, Cross-functional Team..., Project Portfolio..., Compliance Project Work, Program Management, Operations Management, Management Consulting, Project Management, Cross Functional Team..., Strategic Planning, Regulatory Execution, Requirements Gathering, Integration, Leadership, Project Planning, PMO, Business Process..., PMP, Strategy, Change Management, Management, Enterprise Architecture
Education
Purdue University 1987 — 1992
BA
Trey Hancock's Fidelity Investments Experience February 2003 - December 2010
Job Managing Director, Institutional Services at Windhaven Investment Management
Industry Financial Services
Experience
Windhaven Investment Management June 2011 - Present
Fidelity Investments February 2003 - December 2010
The Burridge Group 2002 - 2003
Morgan Stanley Investment Management 1997 - 2002
Pacific Life December 1996 - October 1997
Related Capital Co February 1996 - October 1996
NUVEEN & CO November 1991 - February 1996
Skills
Series 65
Education
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
B.S., Business Administration
Quinlan School of Business, Loyola University Chicago 1991 — 1995
MBA, Finance
Windhaven Investment Management June 2011 - Present
Fidelity Investments February 2003 - December 2010
The Burridge Group 2002 - 2003
Morgan Stanley Investment Management 1997 - 2002
Pacific Life December 1996 - October 1997
Related Capital Co February 1996 - October 1996
NUVEEN & CO November 1991 - February 1996
Skills
Series 65
Education
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
B.S., Business Administration
Quinlan School of Business, Loyola University Chicago 1991 — 1995
MBA, Finance
Diane Swinton's Fidelity Investments Experience June 2001 - March 2010
Job Executive Assistant to General Counsel, Investment Banking at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2012 - Present
Citizens Financial Group March 2010 - March 2011
Fidelity Investments June 2001 - March 2010
Hammer and Company January 1997 - August 2000
Skills
Microsoft Office, Investments, Financial Analysis, Risk Management, Finance, Banking, Project Management, Business Analysis
Education
Quincy College 1974 — 1976
Associate of Science (A.S.), Legal Administrative Assistant/Secretary
Raymond James Financial Inc. August 2012 - Present
Citizens Financial Group March 2010 - March 2011
Fidelity Investments June 2001 - March 2010
Hammer and Company January 1997 - August 2000
Skills
Microsoft Office, Investments, Financial Analysis, Risk Management, Finance, Banking, Project Management, Business Analysis
Education
Quincy College 1974 — 1976
Associate of Science (A.S.), Legal Administrative Assistant/Secretary
Beth Sheehan Beth Sheehan's Fidelity Investments Experience October 2008 - Present
Job VP Workforce Administration Service Design
Industry Financial Services
Experience
Fidelity Investments October 2008 - Present
Fidelity Investments March 2007 - September 2008
Fidelity Investments April 2002 - February 2007
Skills
HRIS, Payroll, Compliance, Shared Services, Strategic Planning, Business Planning, Budget Development, People Management, Management, Analysis, Business Analysis, Business Process..., Human Resources, Business Process, Outsourcing, Performance Management, Process Improvement, Program Management, Software Documentation, Vendor Management
Education
Quinnipiac University 1978 — 1982
Bachelor of Science (B.S.), Information Systems
Fidelity Investments October 2008 - Present
Fidelity Investments March 2007 - September 2008
Fidelity Investments April 2002 - February 2007
Skills
HRIS, Payroll, Compliance, Shared Services, Strategic Planning, Business Planning, Budget Development, People Management, Management, Analysis, Business Analysis, Business Process..., Human Resources, Business Process, Outsourcing, Performance Management, Process Improvement, Program Management, Software Documentation, Vendor Management
Education
Quinnipiac University 1978 — 1982
Bachelor of Science (B.S.), Information Systems
David Schwenke David Schwenke's Fidelity Investments Experience April 2005 - October 2006
Job Sales Consultant Institutional Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions March 2015 - Present
Transamerica Retirement Solutions January 2013 - March 2015
Transamerica Retirement Solutions June 2008 - January 2013
Transamerica Retirement Solutions October 2006 - June 2008
Fidelity Investments April 2005 - October 2006
Skills
Employee Benefits, Defined Benefit, Pensions, Financial Services, Retirement Planning, 401k, Retirement, Pension Funds, Mutual Funds, Asset Allocation, Salesforce.com, Investments, Relationship Management, Insurance, Series 63, Series 6
Education
Quinnipiac University 2000 — 2004
Bachelor of Science (B.S.), Economics
Quaboag Regional High School
Transamerica Retirement Solutions March 2015 - Present
Transamerica Retirement Solutions January 2013 - March 2015
Transamerica Retirement Solutions June 2008 - January 2013
Transamerica Retirement Solutions October 2006 - June 2008
Fidelity Investments April 2005 - October 2006
Skills
Employee Benefits, Defined Benefit, Pensions, Financial Services, Retirement Planning, 401k, Retirement, Pension Funds, Mutual Funds, Asset Allocation, Salesforce.com, Investments, Relationship Management, Insurance, Series 63, Series 6
Education
Quinnipiac University 2000 — 2004
Bachelor of Science (B.S.), Economics
Quaboag Regional High School
Ross Pelton Ross Pelton's Fidelity Investments Experience June 2014 - May 2015
Job Accelerated Career Track Associate
Industry Banking
Experience
BOK Financial June 2015 - Present
Fidelity Investments June 2014 - May 2015
Cornerstone Apartment Services June 2013 - September 2013
Cherry Hills Country Club May 2012 - August 2013
Daniels College of Business September 2012 - June 2013
Skills
Microsoft Excel, Accounting
Education
University of Denver 2011 — 2015
Bachelor's degree, Finance, General
Queen's University Belfast 2013 — 2013
Study Abroad, General Studies
Cheyenne Wells High School 2008 — 2011
High School Diploma
BOK Financial June 2015 - Present
Fidelity Investments June 2014 - May 2015
Cornerstone Apartment Services June 2013 - September 2013
Cherry Hills Country Club May 2012 - August 2013
Daniels College of Business September 2012 - June 2013
Skills
Microsoft Excel, Accounting
Education
University of Denver 2011 — 2015
Bachelor's degree, Finance, General
Queen's University Belfast 2013 — 2013
Study Abroad, General Studies
Cheyenne Wells High School 2008 — 2011
High School Diploma
David Bumgardner's Fidelity Investments Experience May 2012 - Present
Job Client Services Manager
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Fidelity Investments February 2009 - May 2012
Fidelity Investments September 2007 - February 2009
Fidelity Investments March 2006 - September 2007
Education
Purdue University 2001 — 2005
Bachelor's degree
Fidelity Investments May 2012 - Present
Fidelity Investments February 2009 - May 2012
Fidelity Investments September 2007 - February 2009
Fidelity Investments March 2006 - September 2007
Education
Purdue University 2001 — 2005
Bachelor's degree
Isaiah Lee's Fidelity Investments Experience May 2015 - August 2015
Job Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Quinnipiac University September 2014 - Present
Fidelity Investments May 2015 - August 2015
GE Power & Water May 2014 - August 2014
Fidelity Investments May 2013 - August 2013
Skills
Public Speaking, Team Leadership, Project Management, Community Organizing, Microsoft Excel, PowerPoint, Direct Sales, Business Intelligence, Writing, Interpersonal..., Organizational..., UML, Web Design, Programming, Teamwork, Event Planning, Phone Etiquette, SharePoint Designer, Web Interface Design, Object Oriented Design, Object Oriented Modeling, Data Modeling, SQL, Requirements Analysis, Root Cause Analysis, Systems Analysis, Feasibility Studies
Education
Quinnipiac University 2012 — 2016
Bachelor's Degree, Bachelors of Science, Computer Information Systems, Sophomore
Quinnipiac University September 2014 - Present
Fidelity Investments May 2015 - August 2015
GE Power & Water May 2014 - August 2014
Fidelity Investments May 2013 - August 2013
Skills
Public Speaking, Team Leadership, Project Management, Community Organizing, Microsoft Excel, PowerPoint, Direct Sales, Business Intelligence, Writing, Interpersonal..., Organizational..., UML, Web Design, Programming, Teamwork, Event Planning, Phone Etiquette, SharePoint Designer, Web Interface Design, Object Oriented Design, Object Oriented Modeling, Data Modeling, SQL, Requirements Analysis, Root Cause Analysis, Systems Analysis, Feasibility Studies
Education
Quinnipiac University 2012 — 2016
Bachelor's Degree, Bachelors of Science, Computer Information Systems, Sophomore
Prasheel Bharadwaj Prasheel Bharadwaj's Fidelity Investments Experience January 2012 - May 2013
Job Sales Business Analyst at NBTY
Industry Accounting
Experience
NBTY September 2015 - Present
Scivantage October 2014 - April 2015
PwC January 2014 - September 2014
Barclays Capital – Consultant June 2013 - December 2013
Fidelity Investments January 2012 - May 2013
GE Capital January 2008 - December 2011
Cafe Gray January 2006 - March 2008
Skills
Microsoft Office, Office for Mac, QuickBooks, GUI, Databases, DOS, Skyline, General Ledger, Auditing, Financial Statements, Payroll, Finance, Account Reconciliation, Accounting, Analysis, Invoicing, Process Improvement, Management, Budgets, Financial Reporting, Internal Controls, Microsoft Excel, Access, Financial Analysis, Forecasting, Sarbanes-Oxley Act, Financial Accounting, Tax, Journal Entries, Cost Accounting, Variance Analysis, Accounts Receivable, Internal Audit, Accounts Payable, US GAAP, GAAP, Tax Returns
Education
City University of New York-Queens College 2005 — 2007
Bachelor of Arts (B.A.), Accounting
State University of New York College at Buffalo 2002 — 2004
Bachelor of Science (B.S.), Biochemical Pharmacology
NBTY September 2015 - Present
Scivantage October 2014 - April 2015
PwC January 2014 - September 2014
Barclays Capital – Consultant June 2013 - December 2013
Fidelity Investments January 2012 - May 2013
GE Capital January 2008 - December 2011
Cafe Gray January 2006 - March 2008
Skills
Microsoft Office, Office for Mac, QuickBooks, GUI, Databases, DOS, Skyline, General Ledger, Auditing, Financial Statements, Payroll, Finance, Account Reconciliation, Accounting, Analysis, Invoicing, Process Improvement, Management, Budgets, Financial Reporting, Internal Controls, Microsoft Excel, Access, Financial Analysis, Forecasting, Sarbanes-Oxley Act, Financial Accounting, Tax, Journal Entries, Cost Accounting, Variance Analysis, Accounts Receivable, Internal Audit, Accounts Payable, US GAAP, GAAP, Tax Returns
Education
City University of New York-Queens College 2005 — 2007
Bachelor of Arts (B.A.), Accounting
State University of New York College at Buffalo 2002 — 2004
Bachelor of Science (B.S.), Biochemical Pharmacology
Jason Martins Jason Martins's Fidelity Investments Experience December 2014 - Present
Job Senior Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Fidelity Investments April 2013 - December 2014
Fidelity Investments July 2010 - March 2013
Bay Computer Associates June 2009 - August 2009
Skills
z/OS, JCL, ISPF, CA Top Secret, Information Management, Systems Engineering, Engineering Management, Computer Architecture, Risk Assessment, IBM Assembler, DB2, Mainframe, Security, IBM Mainframe, Programming, MVS, Assembly, Microchip PIC, SDSF, Information Security, Analysis
Education
Purdue University 2012 — 2016
MSE, Engineering (Concentration in Computer Science)
University of Rhode Island 2006 — 2010
BS, Computer Engineering
Fidelity Investments December 2014 - Present
Fidelity Investments April 2013 - December 2014
Fidelity Investments July 2010 - March 2013
Bay Computer Associates June 2009 - August 2009
Skills
z/OS, JCL, ISPF, CA Top Secret, Information Management, Systems Engineering, Engineering Management, Computer Architecture, Risk Assessment, IBM Assembler, DB2, Mainframe, Security, IBM Mainframe, Programming, MVS, Assembly, Microchip PIC, SDSF, Information Security, Analysis
Education
Purdue University 2012 — 2016
MSE, Engineering (Concentration in Computer Science)
University of Rhode Island 2006 — 2010
BS, Computer Engineering
Brandon Ash CFA's Fidelity Investments Experience January 2015 - Present
Job District Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments April 2013 - January 2015
Manulife Bank of Canada October 2011 - April 2013
Skills
Credit Risk, Credit, Retail Banking, Banking, Mortgage Lending
Education
CFA Institute
CFA Charter
Queen's University 2001 — 2005
Bachelor of Science (BSc), Physics
Fidelity Investments January 2015 - Present
Fidelity Investments April 2013 - January 2015
Manulife Bank of Canada October 2011 - April 2013
Skills
Credit Risk, Credit, Retail Banking, Banking, Mortgage Lending
Education
CFA Institute
CFA Charter
Queen's University 2001 — 2005
Bachelor of Science (BSc), Physics
Aaron Forester's Fidelity Investments Experience January 2011 - Present
Job VP, Practice Leader, Operations Performance Delivery
Industry Outsourcing/Offshoring
Experience
Fidelity Investments January 2011 - Present
Fidelity Investments January 2008 - December 2010
Fidelity Investments November 2005 - December 2007
Siemens January 2004 - November 2005
GE Capital February 2002 - December 2003
GE Capital May 2000 - February 2002
US Navy August 1994 - May 2000
Skills
Business Process..., Strategy, Leadership, Process Improvement, Operations Management, Program Management, Change Management, Six Sigma, Kaizen, Lean Manufacturing, Master Black Belt, Black Belt, Strategic Planning, IT Operations, ITIL Certified, ITIL Process..., Outsourcing, Operational Strategy, Quality Management, Financial Modeling, Performance Measurement, Measurement Design, Process Design, Cross-functional Team..., Vendor Management, Management, IT Service Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA
Purdue University 1990 — 1994
Bachelor of Science
Fidelity Investments January 2011 - Present
Fidelity Investments January 2008 - December 2010
Fidelity Investments November 2005 - December 2007
Siemens January 2004 - November 2005
GE Capital February 2002 - December 2003
GE Capital May 2000 - February 2002
US Navy August 1994 - May 2000
Skills
Business Process..., Strategy, Leadership, Process Improvement, Operations Management, Program Management, Change Management, Six Sigma, Kaizen, Lean Manufacturing, Master Black Belt, Black Belt, Strategic Planning, IT Operations, ITIL Certified, ITIL Process..., Outsourcing, Operational Strategy, Quality Management, Financial Modeling, Performance Measurement, Measurement Design, Process Design, Cross-functional Team..., Vendor Management, Management, IT Service Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA
Purdue University 1990 — 1994
Bachelor of Science
Oliver Wolf Oliver Wolf's Fidelity Investments Experience April 1999 - December 1999
Job Dividend Announcements at DTCC
Industry Financial Services
Experience
DTCC October 2011 - Present
Bank of New York Mellon November 2005 - April 2010
Morgan Stanley DW April 2005 - November 2005
TD Waterhouse January 2000 - April 2005
Fidelity Investments April 1999 - December 1999
Fidelity Investments January 1991 - April 1999
Fidelity Invstments July 1989 - January 1991
Fidelity Investments March 1986 - July 1989
Skills
Corporate Actions, Securities, Mergers, DTC, Dividends
Education
Queens College
Bachelor of Arts
DTCC October 2011 - Present
Bank of New York Mellon November 2005 - April 2010
Morgan Stanley DW April 2005 - November 2005
TD Waterhouse January 2000 - April 2005
Fidelity Investments April 1999 - December 1999
Fidelity Investments January 1991 - April 1999
Fidelity Invstments July 1989 - January 1991
Fidelity Investments March 1986 - July 1989
Skills
Corporate Actions, Securities, Mergers, DTC, Dividends
Education
Queens College
Bachelor of Arts
Ann E Nicholson Ann E Nicholson's Fidelity Investments Experience March 1993 - March 1995
Job Software Video Producer at Igenti, Inc
Industry Professional Training & Coaching
Experience
Information and Design May 2002 - Present
Igenti, Inc February 2012 - April 2013
National Telecommuting Institute September 2009 - November 2011
National Telecommuting Institute September 2004 - May 2009
McKesson Health Solutions April 1998 - May 2002
Health Payment Review April 1995 - May 1998
Fidelity Investments March 1993 - March 1995
Ericsson November 1989 - March 1993
Electronic Data Systems July 1988 - November 1989
Skills
E-learning, Healthcare, Instructional Design, Documentation, Team Building, Software Video Training, Flash, Photoshop, Web Development, E-Learning, Software Documentation, Technical Writing, Databases, Leadership, Project Management, Process Improvement, Healthcare Information..., Training, Captivate, Instructor-led Training
Education
City University of New York-Queens College 1977 — 1980
BM, Music Performance
Information and Design May 2002 - Present
Igenti, Inc February 2012 - April 2013
National Telecommuting Institute September 2009 - November 2011
National Telecommuting Institute September 2004 - May 2009
McKesson Health Solutions April 1998 - May 2002
Health Payment Review April 1995 - May 1998
Fidelity Investments March 1993 - March 1995
Ericsson November 1989 - March 1993
Electronic Data Systems July 1988 - November 1989
Skills
E-learning, Healthcare, Instructional Design, Documentation, Team Building, Software Video Training, Flash, Photoshop, Web Development, E-Learning, Software Documentation, Technical Writing, Databases, Leadership, Project Management, Process Improvement, Healthcare Information..., Training, Captivate, Instructor-led Training
Education
City University of New York-Queens College 1977 — 1980
BM, Music Performance
Amit Chaudhary's Fidelity Investments Experience July 2006 - June 2012
Job Marketing Strategy
Industry Computer Software
Experience
Autodesk September 2014 - Present
Sears Holdings Corporation May 2014 - August 2014
Motorola Solutions May 2013 - August 2013
Fidelity Investments July 2006 - June 2012
Ericsson India Pvt January 2006 - May 2006
Skills
Competitive Analysis, Project Management, Cross-functional Team..., Process Improvement, Operations Management, CRM, Project Planning, Strategic Planning, Business Process..., Market Research, Process Optimization, Six Sigma, Salesforce.com, Marketing Strategy, Business Development..., MS Project, Reporting & Analysis, Demand Generation, Lead Scoring, Customer Segmentation..., Target Segmentation, Eloqua, Marketing Automation, Demand Waterfall model..., Revenue performance..., Campaign Management, Campaign Strategies, Subscription Sales, Key Account Management, Sales Enablement Tools, Market Intelligence, Product Marketing, Value Propositions, Cross-functional..., TAM
Education
Purdue University 2012 — 2014
Master of Business Administration (MBA)
PESIT, Bangalore 2002 — 2006
Bachelor of Engineering (B.E.)
Autodesk September 2014 - Present
Sears Holdings Corporation May 2014 - August 2014
Motorola Solutions May 2013 - August 2013
Fidelity Investments July 2006 - June 2012
Ericsson India Pvt January 2006 - May 2006
Skills
Competitive Analysis, Project Management, Cross-functional Team..., Process Improvement, Operations Management, CRM, Project Planning, Strategic Planning, Business Process..., Market Research, Process Optimization, Six Sigma, Salesforce.com, Marketing Strategy, Business Development..., MS Project, Reporting & Analysis, Demand Generation, Lead Scoring, Customer Segmentation..., Target Segmentation, Eloqua, Marketing Automation, Demand Waterfall model..., Revenue performance..., Campaign Management, Campaign Strategies, Subscription Sales, Key Account Management, Sales Enablement Tools, Market Intelligence, Product Marketing, Value Propositions, Cross-functional..., TAM
Education
Purdue University 2012 — 2014
Master of Business Administration (MBA)
PESIT, Bangalore 2002 — 2006
Bachelor of Engineering (B.E.)
Joseph Dieter, C.P.M.'s Fidelity Investments Experience February 2012 - Present
Job Senior Category Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Skills
Procurement, Sourcing, Logistics, Strategic Sourcing, Vendor Management, Purchasing, Supply Chain, Cross-functional Team..., Supply Chain Management, Contract Negotiation, Process Improvement, Supply Management, Servers, Forecasting, Networking, Inventory Management
Education
Purdue University 1977 — 1981
BS, Organizational Leadership and Supervision
Fidelity Investments February 2012 - Present
Skills
Procurement, Sourcing, Logistics, Strategic Sourcing, Vendor Management, Purchasing, Supply Chain, Cross-functional Team..., Supply Chain Management, Contract Negotiation, Process Improvement, Supply Management, Servers, Forecasting, Networking, Inventory Management
Education
Purdue University 1977 — 1981
BS, Organizational Leadership and Supervision
Brittany Cooley, CPA's Fidelity Investments Experience January 2014 - Present
Job Senior Audit Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
BKD CPAs & Advisors September 2010 - January 2014
Skills
GAAP, Sarbanes-Oxley Act, Account Reconciliation, Internal Controls, CPA, US GAAP, Financial Accounting, Financial Statements, Accounting, Assurance, Auditing, External Audit, Financial Analysis, Financial Reporting, Finance
Education
Purdue University - Krannert School of Management 2005 — 2010
Bachelor of Science, Accounting & Finance
IES Abroad - London 2009 — 2009
International marketing, Theatre
Fidelity Investments January 2014 - Present
BKD CPAs & Advisors September 2010 - January 2014
Skills
GAAP, Sarbanes-Oxley Act, Account Reconciliation, Internal Controls, CPA, US GAAP, Financial Accounting, Financial Statements, Accounting, Assurance, Auditing, External Audit, Financial Analysis, Financial Reporting, Finance
Education
Purdue University - Krannert School of Management 2005 — 2010
Bachelor of Science, Accounting & Finance
IES Abroad - London 2009 — 2009
International marketing, Theatre
Craig Alter's Fidelity Investments Experience 1994 - 1995
Job Consumer Insights at AdvancePierre Foods
Industry Retail
Experience
AdvancePierre Foods February 2014 - Present
Luxottica 2005 - February 2014
Luxottica 2004 - 2005
Luxottica 2003 - 2004
Luxottica 2001 - 2003
United Dairy Farmers 1999 - 2001
United Dairy Farmers 1997 - 1999
United Dairy Farmers 1995 - 1997
Fidelity Investments 1994 - 1995
Fidelity Investments 1993 - 1994
Skills
Consumer Insights, Customer Insight, Marketing Communications, Marketing Strategy, Market Research, Finance, Accounting, Trade Marketing, New Program Development, Forecasting, Marketing, Brand Management, Competitive Analysis, Management, Product Development, Leadership, Strategy, Retail, Sales
Education
Purdue University
BS, Business Management
AdvancePierre Foods February 2014 - Present
Luxottica 2005 - February 2014
Luxottica 2004 - 2005
Luxottica 2003 - 2004
Luxottica 2001 - 2003
United Dairy Farmers 1999 - 2001
United Dairy Farmers 1997 - 1999
United Dairy Farmers 1995 - 1997
Fidelity Investments 1994 - 1995
Fidelity Investments 1993 - 1994
Skills
Consumer Insights, Customer Insight, Marketing Communications, Marketing Strategy, Market Research, Finance, Accounting, Trade Marketing, New Program Development, Forecasting, Marketing, Brand Management, Competitive Analysis, Management, Product Development, Leadership, Strategy, Retail, Sales
Education
Purdue University
BS, Business Management
Mohammed Jamal-Eddine's Fidelity Investments Experience 1996 - 1997
Job Principal Quality Engineer at Omnitivity Inc.
Industry Information Technology and Services
Experience
Omnitivity Inc. August 2015 - Present
Alere Analytics September 2012 - May 2015
Motorola Solutions 2007 - 2012
Motorola Inc. 2005 - 2007
Comverse 2004 - 2005
Titan Corporation 2003 - 2004
Comverse Network Systems 2001 - 2001
Comverse Network Systems 1999 - 2001
Comverse Network Systems 1997 - 1998
Fidelity Investments 1996 - 1997
Skills
RTP, SIP, CDMA, GSM, TCP/IP, LDAP, Quality Assurance, ClearQuest, SEI CMM, Six Sigma, Business Modeling, Autosys, Time Management, principles of..., SS7 Test Tools, Toastmasters, Voice Prompt Bulk..., Email & Text Load..., PTT Call Simulator, Testing Tools, Call Center, Generators, Load, Simulations, Telecommunications, PTT, Testing, Unix, Integration, Software Quality..., Linux, Test Planning, Web Applications, System Testing, Scrum, ClearCase, Agile Methodologies, XML, SS7, VoIP, Databases, Troubleshooting, Oracle, Software Documentation, Regression Testing
Education
Quincy College
Associate's degree
University of Massachusetts Boston
Bachelor's degree
Omnitivity Inc. August 2015 - Present
Alere Analytics September 2012 - May 2015
Motorola Solutions 2007 - 2012
Motorola Inc. 2005 - 2007
Comverse 2004 - 2005
Titan Corporation 2003 - 2004
Comverse Network Systems 2001 - 2001
Comverse Network Systems 1999 - 2001
Comverse Network Systems 1997 - 1998
Fidelity Investments 1996 - 1997
Skills
RTP, SIP, CDMA, GSM, TCP/IP, LDAP, Quality Assurance, ClearQuest, SEI CMM, Six Sigma, Business Modeling, Autosys, Time Management, principles of..., SS7 Test Tools, Toastmasters, Voice Prompt Bulk..., Email & Text Load..., PTT Call Simulator, Testing Tools, Call Center, Generators, Load, Simulations, Telecommunications, PTT, Testing, Unix, Integration, Software Quality..., Linux, Test Planning, Web Applications, System Testing, Scrum, ClearCase, Agile Methodologies, XML, SS7, VoIP, Databases, Troubleshooting, Oracle, Software Documentation, Regression Testing
Education
Quincy College
Associate's degree
University of Massachusetts Boston
Bachelor's degree
Philip Perrault, MBA's Fidelity Investments Experience January 1998 - February 2001
Job Compliance Examiner
Industry Government Administration
Experience
Federal Deposit Insurance Corporation October 2007 - Present
Consumer Reports June 2003 - October 2007
Bookspan, LLC February 2001 - April 2003
Fidelity Investments January 1998 - February 2001
Prudential Securities May 1996 - January 1998
Skills
Compliance, Budgeting, Analysis, Data Analysis, Customer Relations, Customer Service, Microsoft Office, Problem Solving, Banking, Budgets, Project Management, Management, Internal Audit, Finance, Risk Management, Vendor Management, Financial Analysis, Product Management, Recruiting, Credit, Team Building, Training, Forecasting, Process Improvement, AML, Securities, Accounting, Financial Institutions
Education
St. John's University 1998 — 2002
M.B.A., Executive Management
Queens College 1991 — 1995
B.A., Economics
Cathedral Preparatory Seminary 1987 — 1991
Diploma, High School/Secondary Diplomas and Certificates
Federal Deposit Insurance Corporation October 2007 - Present
Consumer Reports June 2003 - October 2007
Bookspan, LLC February 2001 - April 2003
Fidelity Investments January 1998 - February 2001
Prudential Securities May 1996 - January 1998
Skills
Compliance, Budgeting, Analysis, Data Analysis, Customer Relations, Customer Service, Microsoft Office, Problem Solving, Banking, Budgets, Project Management, Management, Internal Audit, Finance, Risk Management, Vendor Management, Financial Analysis, Product Management, Recruiting, Credit, Team Building, Training, Forecasting, Process Improvement, AML, Securities, Accounting, Financial Institutions
Education
St. John's University 1998 — 2002
M.B.A., Executive Management
Queens College 1991 — 1995
B.A., Economics
Cathedral Preparatory Seminary 1987 — 1991
Diploma, High School/Secondary Diplomas and Certificates
Kenneth Biller's Fidelity Investments Experience November 2010 - January 2012
Job Senior Architect/Senior Developer, CSM
Industry Information Technology and Services
Experience
Wellington Steele & Associates, Inc. 2013 - Present
KAB Technology Inc. June 2010 - Present
Independent Health December 2012 - September 2013
De Lage Landen January 2012 - May 2012
Fidelity Investments November 2010 - January 2012
Liquent November 2009 - May 2010
ING DIRECT January 2009 - November 2009
Nasdaq-OMX-PHLX June 2007 - December 2008
Bunge January 2006 - February 2007
JP Morgan 2005 - 2005
Education
Queens College
B.A.
Wellington Steele & Associates, Inc. 2013 - Present
KAB Technology Inc. June 2010 - Present
Independent Health December 2012 - September 2013
De Lage Landen January 2012 - May 2012
Fidelity Investments November 2010 - January 2012
Liquent November 2009 - May 2010
ING DIRECT January 2009 - November 2009
Nasdaq-OMX-PHLX June 2007 - December 2008
Bunge January 2006 - February 2007
JP Morgan 2005 - 2005
Education
Queens College
B.A.
Ada Leung's Fidelity Investments Experience January 2015 - Present
Job Director, Audit at Fidelity Investments Canada
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Deloitte LLP September 2004 - December 2014
CAF Securities Company Limited May 2003 - August 2003
Skills
Auditing, Internal Controls, Financial Reporting, Corporate Finance, Accounting, Financial Accounting, Financial Analysis, Management, External Audit, Financial Services
Education
Institute of Chartered Accountants of Ontario 2004 — 2011
CPA, CA, Accounting and Finance
Queen's University 2000 — 2004
Bachelor of Commence (Honors), Business - Accounting & Finance
South Island School 1992 — 2000
Fidelity Investments January 2015 - Present
Deloitte LLP September 2004 - December 2014
CAF Securities Company Limited May 2003 - August 2003
Skills
Auditing, Internal Controls, Financial Reporting, Corporate Finance, Accounting, Financial Accounting, Financial Analysis, Management, External Audit, Financial Services
Education
Institute of Chartered Accountants of Ontario 2004 — 2011
CPA, CA, Accounting and Finance
Queen's University 2000 — 2004
Bachelor of Commence (Honors), Business - Accounting & Finance
South Island School 1992 — 2000
Sean Heinke's Fidelity Investments Experience February 2006 - August 2011
Job Senior Director, Quantitative Marketing Group at Merkle
Industry Market Research
Experience
Merkle May 2015 - Present
IRI November 2013 - May 2015
Marketing Evolution August 2011 - November 2013
Fidelity Investments February 2006 - August 2011
The Nielsen Company June 2003 - February 2006
ACNielsen October 1996 - June 2003
Eli Lilly Canada January 1994 - October 1996
Drug Trading Company Ltd. (Katz Group) 1993 - 1995
Skills
Analytics, Econometrics, Optimization, Segmentation, Return on Investment, Integrated Marketing, Marketing Mix Modeling, Customer Insight, ROMI, Predictive Modeling, Marketing Research, Predictive Analytics, Data Mining, Marketing Analytics, Customer Analysis, Statistical Modeling, Database Marketing, Business Development, Consumer Behaviour, Cross-functional Team..., Marketing
Education
Queen's University 1991 — 1992
Masters, Economics
University of Waterloo 1986 — 1991
Hons BA, Economics/Law
Merkle May 2015 - Present
IRI November 2013 - May 2015
Marketing Evolution August 2011 - November 2013
Fidelity Investments February 2006 - August 2011
The Nielsen Company June 2003 - February 2006
ACNielsen October 1996 - June 2003
Eli Lilly Canada January 1994 - October 1996
Drug Trading Company Ltd. (Katz Group) 1993 - 1995
Skills
Analytics, Econometrics, Optimization, Segmentation, Return on Investment, Integrated Marketing, Marketing Mix Modeling, Customer Insight, ROMI, Predictive Modeling, Marketing Research, Predictive Analytics, Data Mining, Marketing Analytics, Customer Analysis, Statistical Modeling, Database Marketing, Business Development, Consumer Behaviour, Cross-functional Team..., Marketing
Education
Queen's University 1991 — 1992
Masters, Economics
University of Waterloo 1986 — 1991
Hons BA, Economics/Law
Christine Beaton's Fidelity Investments Experience 2002 - 2002
Job Project Manager at Vanderweil Engineers
Industry Construction
Experience
Vanderweil Engineers 2012 - Present
BR+A Consulting Engineers 2006 - 2011
Select Energy Services, Inc 2003 - 2006
Fidelity Investments 2002 - 2002
EYP Mission Critical Facilities, Inc 2000 - 2002
DMI Inc. 1995 - 2000
Vanderweil Engineers 1994 - 1995
Thomas Associates (now merged with Tetra Tech) 1993 - 1994
Vanderweil Engineers 1990 - 1993
Skills
HVAC, Energy Efficiency, LEED, Energy Conservation, Energy Audits, CAD, Energy Management, Engineering, AutoCAD, Sustainability, Energy, Commissioning, Calculations, Microsoft Office, Mechanical Engineering, Microsoft Excel, System Design, Engineering Design, Proposal Writing, Green Building, Project Engineering, LEED AP, Power Distribution, Building Automation, Construction, Solidworks, HVAC Controls, Revit, Electricians, Sustainable Design, MEP, Construction Management, Renewable Energy, Excel, ESCO, Energy Efficiency..., Energy Performance..., Energy Conservation..., Project Management
Education
Queen's University 1985 — 1989
BScME, Mechanical Engineer
Vanderweil Engineers 2012 - Present
BR+A Consulting Engineers 2006 - 2011
Select Energy Services, Inc 2003 - 2006
Fidelity Investments 2002 - 2002
EYP Mission Critical Facilities, Inc 2000 - 2002
DMI Inc. 1995 - 2000
Vanderweil Engineers 1994 - 1995
Thomas Associates (now merged with Tetra Tech) 1993 - 1994
Vanderweil Engineers 1990 - 1993
Skills
HVAC, Energy Efficiency, LEED, Energy Conservation, Energy Audits, CAD, Energy Management, Engineering, AutoCAD, Sustainability, Energy, Commissioning, Calculations, Microsoft Office, Mechanical Engineering, Microsoft Excel, System Design, Engineering Design, Proposal Writing, Green Building, Project Engineering, LEED AP, Power Distribution, Building Automation, Construction, Solidworks, HVAC Controls, Revit, Electricians, Sustainable Design, MEP, Construction Management, Renewable Energy, Excel, ESCO, Energy Efficiency..., Energy Performance..., Energy Conservation..., Project Management
Education
Queen's University 1985 — 1989
BScME, Mechanical Engineer
Sanjai Srinivasa's Fidelity Investments Experience April 2003 - Present
Job Vice President, Software Engineering and Development, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2003 - Present
PricewaterhouseCoopers 1996 - 2003
Education
University of Georgia - Terry College of Business 1998 — 2000
MBA, Marketing
Purdue University 1990 — 1994
Fidelity Investments April 2003 - Present
PricewaterhouseCoopers 1996 - 2003
Education
University of Georgia - Terry College of Business 1998 — 2000
MBA, Marketing
Purdue University 1990 — 1994
Judy Pon's Fidelity Investments Experience September 2008 - October 2009
Job Pharmacy Technician at Comphrensive Pharmacy Services
Industry Information Technology and Services
Experience
Comphrensive Pharmacy Services February 2013 - Present
CVS Pharmacy May 2011 - Present
Fidelity Investments September 2008 - October 2009
Hewlett packard 2000 - 2007
Staples June 1996 - September 2000
Network Administration Group January 1998 - January 2000
Private Healthcare Systeem 1994 - 1996
Bank of New England 1986 - 1988
Skills
Microsoft Office, Windows 2000, Altiris, Backup Exec, Troubleshooting, Process Improvement, Windows
Education
City University of New York-Queens College
Bachelor of Arts (B.A.), Sociology
Hunter College, New York - MSW
msw, social work
Comphrensive Pharmacy Services February 2013 - Present
CVS Pharmacy May 2011 - Present
Fidelity Investments September 2008 - October 2009
Hewlett packard 2000 - 2007
Staples June 1996 - September 2000
Network Administration Group January 1998 - January 2000
Private Healthcare Systeem 1994 - 1996
Bank of New England 1986 - 1988
Skills
Microsoft Office, Windows 2000, Altiris, Backup Exec, Troubleshooting, Process Improvement, Windows
Education
City University of New York-Queens College
Bachelor of Arts (B.A.), Sociology
Hunter College, New York - MSW
msw, social work
Kashif Syed's Fidelity Investments Experience November 2002 - May 2006
Job Technical Lead at Isobar
Industry Information Technology and Services
Experience
Isobar U.S. June 2013 - Present
Charles River Development 2010 - March 2013
Evergreen Investments May 2006 - January 2010
Fidelity Investments November 2002 - May 2006
SBC Ameritech November 2001 - October 2002
Verizon March 2001 - September 2001
Tools Syndicate June 2000 - February 2001
Skills
Software Engineering, Software Development, Agile Methodologies, Web Services, Java, SQL, Oracle, C#, Microsoft SQL Server, Java Enterprise Edition, Hibernate, Eclipse, Tomcat, Spring, JSP, XML, Spring Framework
Education
Quaid-e-Azam University, Islamabad
Bachelor of Science (B.S.), Computer Sciences
Isobar U.S. June 2013 - Present
Charles River Development 2010 - March 2013
Evergreen Investments May 2006 - January 2010
Fidelity Investments November 2002 - May 2006
SBC Ameritech November 2001 - October 2002
Verizon March 2001 - September 2001
Tools Syndicate June 2000 - February 2001
Skills
Software Engineering, Software Development, Agile Methodologies, Web Services, Java, SQL, Oracle, C#, Microsoft SQL Server, Java Enterprise Edition, Hibernate, Eclipse, Tomcat, Spring, JSP, XML, Spring Framework
Education
Quaid-e-Azam University, Islamabad
Bachelor of Science (B.S.), Computer Sciences
Jason Casey's Fidelity Investments Experience 2006 - 2010
Job Vice President at JMB Insurance
Industry Financial Services
Experience
JMB Insurance November 2014 - Present
Verisight, Inc December 2012 - October 2014
Lockton Companies January 2011 - December 2012
Fidelity Investments 2006 - 2010
Deloitte Consulting 2005 - 2006
Watson Wyatt Worldwide 2002 - 2005
Mercer 1998 - 2002
Skills
Insurance, Employee Benefits, Health Insurance, Benefits Administration, Defined Benefit, Pensions, Health Savings Accounts, ERISA, Brokers, Retirement Planning
Education
Purdue University 1992 — 1996
Bachelor of Arts (B.A.)
JMB Insurance November 2014 - Present
Verisight, Inc December 2012 - October 2014
Lockton Companies January 2011 - December 2012
Fidelity Investments 2006 - 2010
Deloitte Consulting 2005 - 2006
Watson Wyatt Worldwide 2002 - 2005
Mercer 1998 - 2002
Skills
Insurance, Employee Benefits, Health Insurance, Benefits Administration, Defined Benefit, Pensions, Health Savings Accounts, ERISA, Brokers, Retirement Planning
Education
Purdue University 1992 — 1996
Bachelor of Arts (B.A.)
Anthony Troisi's Fidelity Investments Experience July 2009 - October 2011
Job Compliance Officer, AML Advisor at RBS Citizens NA
Industry Banking
Experience
RBS Citizens NA June 2013 - Present
RBS Citizens NA September 2011 - June 2013
Fidelity Investments July 2009 - October 2011
Fidelity Investments October 2006 - July 2009
Skills
CAMS, AML, Anti Money Laundering, Bank Secrecy Act, Banking, Due Diligence, Enterprise Risk..., FINRA, Financial Institutions, Financial Regulation, Financial Risk, Financial Services, Fraud, Investigation, KYC, OFAC, Operational Risk, Operational Risk..., Risk Assessment, Risk Management, Securities, USA PATRIOT Act
Education
Quinnipiac University 2002 — 2006
RBS Citizens NA June 2013 - Present
RBS Citizens NA September 2011 - June 2013
Fidelity Investments July 2009 - October 2011
Fidelity Investments October 2006 - July 2009
Skills
CAMS, AML, Anti Money Laundering, Bank Secrecy Act, Banking, Due Diligence, Enterprise Risk..., FINRA, Financial Institutions, Financial Regulation, Financial Risk, Financial Services, Fraud, Investigation, KYC, OFAC, Operational Risk, Operational Risk..., Risk Assessment, Risk Management, Securities, USA PATRIOT Act
Education
Quinnipiac University 2002 — 2006
Clifford Perez's Fidelity Investments Experience May 2011 - November 2012
Job Vice President, Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - November 2012
Fidelity Investments September 1996 - May 2010
LGA consultants 1994 - 1996
Lehman Brothers 1992 - 1994
Merrill Lynch 1987 - 1992
Morgan Stanley June 1986 - August 1987
Chemical Bank January 1977 - May 1986
Skills
Business Planning, Cash, Strategic Planning, Business Management, Product Development, Series 7, Mutual Funds, Product Management, Competitive Analysis, Financial Markets, Series 63, Business Strategy, P&L Management, Vendor Management, Series 24, Management, Hedge Funds, Risk Management, Equities, Securities, Fixed Income, FINRA, Financial Services, Trading, Business Analysis, Analytics, Banking, CRM, Asset Management, Finance, Strategy, Business Development, Derivatives, Analysis, Program Management, Executive Management, Process Improvement, Portfolio Management, Relationship Management, Options, Wealth Management, Alternative Investments, Capital Markets, Investments, Investment Management, Electronic Trading, Trading Systems, Equity Trading, Bloomberg, Prime Brokerage
Education
University of Pennsylvania - The Wharton School 1975 — 1976
MBA
Queens College 1970 — 1975
BA
Bronx HS of Science 1965 — 1969
Fidelity Investments May 2011 - November 2012
Fidelity Investments September 1996 - May 2010
LGA consultants 1994 - 1996
Lehman Brothers 1992 - 1994
Merrill Lynch 1987 - 1992
Morgan Stanley June 1986 - August 1987
Chemical Bank January 1977 - May 1986
Skills
Business Planning, Cash, Strategic Planning, Business Management, Product Development, Series 7, Mutual Funds, Product Management, Competitive Analysis, Financial Markets, Series 63, Business Strategy, P&L Management, Vendor Management, Series 24, Management, Hedge Funds, Risk Management, Equities, Securities, Fixed Income, FINRA, Financial Services, Trading, Business Analysis, Analytics, Banking, CRM, Asset Management, Finance, Strategy, Business Development, Derivatives, Analysis, Program Management, Executive Management, Process Improvement, Portfolio Management, Relationship Management, Options, Wealth Management, Alternative Investments, Capital Markets, Investments, Investment Management, Electronic Trading, Trading Systems, Equity Trading, Bloomberg, Prime Brokerage
Education
University of Pennsylvania - The Wharton School 1975 — 1976
MBA
Queens College 1970 — 1975
BA
Bronx HS of Science 1965 — 1969
Olivia Hohm's Fidelity Investments Experience February 2008 - Present
Job 401K Specialist
Industry Banking
Experience
Fidelity Investments February 2008 - Present
Ascella Mortgage 2005 - 2007
Education
Queens College 2002 — 2004
MSEd, Early Childhood and Elementary Education
University at Albany, SUNY 2000 — 2002
BS, History/Political Science
The College of Saint Rose 1998 — 2000
Fidelity Investments February 2008 - Present
Ascella Mortgage 2005 - 2007
Education
Queens College 2002 — 2004
MSEd, Early Childhood and Elementary Education
University at Albany, SUNY 2000 — 2002
BS, History/Political Science
The College of Saint Rose 1998 — 2000
Kris Gettig's Fidelity Investments Experience April 2013 - Present
Job Financial Representative at Fidelity Investments
Industry Logistics and Supply Chain
Experience
Fidelity Investments April 2013 - Present
Total Quality Logistics November 2011 - October 2012
Anderson Pest Solutions February 2008 - July 2011
Walgreens January 2007 - March 2008
R + B Trading February 2001 - August 2006
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Business Planning, Cold Calling, Sales, Quality Control, Persuasion, Management
Education
Purdue University Calumet 1997 — 2007
Bachelor of Arts (B.A.), Communication, General
Fidelity Investments April 2013 - Present
Total Quality Logistics November 2011 - October 2012
Anderson Pest Solutions February 2008 - July 2011
Walgreens January 2007 - March 2008
R + B Trading February 2001 - August 2006
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Business Planning, Cold Calling, Sales, Quality Control, Persuasion, Management
Education
Purdue University Calumet 1997 — 2007
Bachelor of Arts (B.A.), Communication, General
Scott Koschka's Fidelity Investments Experience August 2007 - Present
Job Network Security Engineer
Industry Financial Services
Experience
Fidelity Investments August 2007 - Present
IBM May 2002 - August 2007
Skills
Network Security, Firewalls, Security, Information Security, Cisco Technologies, CISSP, Checkpoint, Network Architecture, VPN, Computer Security, Switches, Juniper, Routing, Routers, Network Design
Education
Purdue University 1998 — 2002
Computer Technology
Fidelity Investments August 2007 - Present
IBM May 2002 - August 2007
Skills
Network Security, Firewalls, Security, Information Security, Cisco Technologies, CISSP, Checkpoint, Network Architecture, VPN, Computer Security, Switches, Juniper, Routing, Routers, Network Design
Education
Purdue University 1998 — 2002
Computer Technology
Joshua Han's Fidelity Investments Experience 2015 - Present
Job District Sales Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2015 - Present
CIBC 2014 - 2015
CIBC 2012 - 2014
Investors Group Financial Services Inc. 2010 - 2012
Perly Consulting Group Inc. 2008 - 2009
Skills
Financial Services, Tax, Mortgage Lending, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Financial Planners, Estate Planning, Financial Analysis, Risk Management, Banking, Corporate Finance, Negotiation, Business Analysis, Due Diligence, Portfolio Management
Education
Queen's University 2006 — 2010
Bachelor of Commerce, Finance
Seoul National University 2009 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration
Fidelity Investments 2015 - Present
CIBC 2014 - 2015
CIBC 2012 - 2014
Investors Group Financial Services Inc. 2010 - 2012
Perly Consulting Group Inc. 2008 - 2009
Skills
Financial Services, Tax, Mortgage Lending, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Financial Planners, Estate Planning, Financial Analysis, Risk Management, Banking, Corporate Finance, Negotiation, Business Analysis, Due Diligence, Portfolio Management
Education
Queen's University 2006 — 2010
Bachelor of Commerce, Finance
Seoul National University 2009 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration
Katherine Salter's Fidelity Investments Experience 2000 - 2002
Job Director, Marketing at Sun Life Global Investments
Industry Investment Management
Experience
Sun Life Global Investments June 2010 - Present
Franklin Templeton Investments June 2002 - August 2010
Fidelity Investments 2000 - 2002
Skills
Mutual Funds, Investments, Portfolio Management, Wealth Management, Marketing Communications, Investment Strategies, Marketing, Relationship Management, Financial Services, Asset Allocation, Retirement, Retirement Planning
Education
Queen's University 1989 — 1993
B.A. Hon
Branksome Hall School 1985 — 1989
Sun Life Global Investments June 2010 - Present
Franklin Templeton Investments June 2002 - August 2010
Fidelity Investments 2000 - 2002
Skills
Mutual Funds, Investments, Portfolio Management, Wealth Management, Marketing Communications, Investment Strategies, Marketing, Relationship Management, Financial Services, Asset Allocation, Retirement, Retirement Planning
Education
Queen's University 1989 — 1993
B.A. Hon
Branksome Hall School 1985 — 1989
Ashar Rizqi's Fidelity Investments Experience July 2010 - December 2012
Job Technical Lead/Manager Site Reliability Engineering at Box
Industry Information Technology and Services
Experience
Fidelity Investments July 2010 - December 2012
Huff Research Group Texas June 2009 - August 2010
Granicus, Inc. June 2008 - July 2008
Skills
JavaScript, MySQL, Hadoop, Perl, Python, Android, Unix, Unix Shell Scripting, Unix Administration, Linux, Expect, Business Analytics, Server Hardware, Hardware Architecture, Semiconductors, Titanium, C, Operating Systems, Design Thinking, Git, OOP, Nginx, Apache, gerrit, Cloud Storage, Cloud Computing, SaaS, Distributed Storage, Distributed Systems, Distributed File Systems, Storage
Education
Purdue University 2011 — 2012
Masters of Science, Electrical and Computer Engineering
Texas A&M University, College Station 2007 — 2010
Bachelor of Science, Electrical Engineering
Fidelity Investments July 2010 - December 2012
Huff Research Group Texas June 2009 - August 2010
Granicus, Inc. June 2008 - July 2008
Skills
JavaScript, MySQL, Hadoop, Perl, Python, Android, Unix, Unix Shell Scripting, Unix Administration, Linux, Expect, Business Analytics, Server Hardware, Hardware Architecture, Semiconductors, Titanium, C, Operating Systems, Design Thinking, Git, OOP, Nginx, Apache, gerrit, Cloud Storage, Cloud Computing, SaaS, Distributed Storage, Distributed Systems, Distributed File Systems, Storage
Education
Purdue University 2011 — 2012
Masters of Science, Electrical and Computer Engineering
Texas A&M University, College Station 2007 — 2010
Bachelor of Science, Electrical Engineering
Andrew McKinney's Fidelity Investments Experience January 2002 - January 2004
Job VicePresident, Wealth Management Technology at CIBC
Industry Financial Services
Experience
CIBC November 2013 - Present
CIBC December 2012 - November 2013
CIBC August 2008 - December 2012
Richardson Partners Financial Ltd. January 2004 - August 2008
Fidelity Investments January 2002 - January 2004
Fidelity Investments March 2000 - January 2002
RBC Dominion Securities 1993 - 2000
Skills
Integration, Risk Management, Business Analysis, Project Delivery, Vendor Management, Change Management, Leadership, Project Management, Enterprise Architecture, SDLC, Management, Web Development, Disaster Recovery, Strategic Planning, PMO
Education
Queen's University 1991 — 1995
BSc (Honours), Physics, Chemistry
CIBC November 2013 - Present
CIBC December 2012 - November 2013
CIBC August 2008 - December 2012
Richardson Partners Financial Ltd. January 2004 - August 2008
Fidelity Investments January 2002 - January 2004
Fidelity Investments March 2000 - January 2002
RBC Dominion Securities 1993 - 2000
Skills
Integration, Risk Management, Business Analysis, Project Delivery, Vendor Management, Change Management, Leadership, Project Management, Enterprise Architecture, SDLC, Management, Web Development, Disaster Recovery, Strategic Planning, PMO
Education
Queen's University 1991 — 1995
BSc (Honours), Physics, Chemistry
Russ Salcedo's Fidelity Investments Experience September 1999 - December 2000
Job Avaya Dialer Operator, Operational Support at Computershare US
Industry Financial Services
Experience
Computershare US December 2010 - Present
Computershare US August 2009 - December 2010
Starlight Video June 2003 - July 2009
Deutsche Bank October 2001 - June 2002
JPMorgan Chase January 2001 - October 2001
Fidelity Investments September 1999 - December 2000
Skills
Entrepreneurship, Retail, Small Business, Marketing Strategy, Social Media, Management, Strategy, Investments, Mutual Funds, Portfolio Management, Retirement, Customer Service, Capital Markets, Team Building, Sales, Call Centers, Avaya, Training, Business Analysis, Process Improvement, Team Leadership, Project Management
Education
Quincy College 1996 — 1998
Computershare US December 2010 - Present
Computershare US August 2009 - December 2010
Starlight Video June 2003 - July 2009
Deutsche Bank October 2001 - June 2002
JPMorgan Chase January 2001 - October 2001
Fidelity Investments September 1999 - December 2000
Skills
Entrepreneurship, Retail, Small Business, Marketing Strategy, Social Media, Management, Strategy, Investments, Mutual Funds, Portfolio Management, Retirement, Customer Service, Capital Markets, Team Building, Sales, Call Centers, Avaya, Training, Business Analysis, Process Improvement, Team Leadership, Project Management
Education
Quincy College 1996 — 1998
Gregory Cronin's Fidelity Investments Experience April 2007 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2007 - Present
Fidelity Investments July 2006 - April 2007
CitiStreet April 2006 - July 2006
Mercer HR Services October 1998 - March 2006
Putnam Investments September 1997 - October 1998
Putnam Investments January 1997 - September 1997
Criterion Metals, Inc May 1994 - December 1996
First Data Corp March 1993 - May 1994
Skills
Project Management, Business Analysis, Vendor Management, Requirements Gathering, Change Management, Process Improvement, Management, Customer Service
Education
Quinnipiac University 1988 — 1992
B.S, Marketing / Marketing Management
Fidelity Investments April 2007 - Present
Fidelity Investments July 2006 - April 2007
CitiStreet April 2006 - July 2006
Mercer HR Services October 1998 - March 2006
Putnam Investments September 1997 - October 1998
Putnam Investments January 1997 - September 1997
Criterion Metals, Inc May 1994 - December 1996
First Data Corp March 1993 - May 1994
Skills
Project Management, Business Analysis, Vendor Management, Requirements Gathering, Change Management, Process Improvement, Management, Customer Service
Education
Quinnipiac University 1988 — 1992
B.S, Marketing / Marketing Management
Jonathan Shaper's Fidelity Investments Experience May 2015 - Present
Job IT Audit Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments June 2013 - May 2015
Fidelity Investments September 2010 - June 2013
Nicor Gas June 2008 - July 2010
Modine Manufacturing Company March 2007 - May 2008
IT Unlimited June 2004 - January 2007
South Suburban Neurology May 2002 - May 2003
Education
Quinlan School of Business, Loyola University Chicago 2006 — 2007
Fidelity Investments May 2015 - Present
Fidelity Investments June 2013 - May 2015
Fidelity Investments September 2010 - June 2013
Nicor Gas June 2008 - July 2010
Modine Manufacturing Company March 2007 - May 2008
IT Unlimited June 2004 - January 2007
South Suburban Neurology May 2002 - May 2003
Education
Quinlan School of Business, Loyola University Chicago 2006 — 2007
Anne Tassinari's Fidelity Investments Experience December 2011 - Present
Job Director Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2011 - Present
Skills
Defined Benefit, Project Portfolio..., SDLC, Process Improvement, Quality Assurance, Requirements Gathering, Project Management, Business Analysis, Financial Services, Strategic Planning, Business Process..., Leadership, Integration, Management, Strategy, Retirement, Change Management, Cross-functional Team..., Business Process..., Business Requirements, Relationship Management, Requirements Analysis
Education
University of Michigan 2001 — 2004
Bachelors
Quinnipiac University 2000 — 2001
Transferred
Fidelity Investments December 2011 - Present
Skills
Defined Benefit, Project Portfolio..., SDLC, Process Improvement, Quality Assurance, Requirements Gathering, Project Management, Business Analysis, Financial Services, Strategic Planning, Business Process..., Leadership, Integration, Management, Strategy, Retirement, Change Management, Cross-functional Team..., Business Process..., Business Requirements, Relationship Management, Requirements Analysis
Education
University of Michigan 2001 — 2004
Bachelors
Quinnipiac University 2000 — 2001
Transferred
Beverly Simms's Fidelity Investments Experience August 2012 - Present
Job Director at Fidelity Investments
Industry Banking
Experience
Fidelity Investments August 2012 - Present
Fannie Mae November 2010 - August 2012
JPMorgan Chase February 2008 - January 2010
JPMorgan Chase April 2004 - February 2008
General Electric June 1989 - September 2003
GE Lighting Systems, Inc. 2001 - 2003
Skills
Six Sigma, Banking, Accounting, Process Improvement, Financial Analysis, Project Management, Leadership, Start-ups, Business Analysis, Risk Management, Management
Education
Southern Methodist University - Cox School of Business 1999 — 2003
MBA, Business Administration and Management, General
Purdue University - Krannert School of Management 1984 — 1989
Bachelors, Accounting
Fidelity Investments August 2012 - Present
Fannie Mae November 2010 - August 2012
JPMorgan Chase February 2008 - January 2010
JPMorgan Chase April 2004 - February 2008
General Electric June 1989 - September 2003
GE Lighting Systems, Inc. 2001 - 2003
Skills
Six Sigma, Banking, Accounting, Process Improvement, Financial Analysis, Project Management, Leadership, Start-ups, Business Analysis, Risk Management, Management
Education
Southern Methodist University - Cox School of Business 1999 — 2003
MBA, Business Administration and Management, General
Purdue University - Krannert School of Management 1984 — 1989
Bachelors, Accounting
Ralph Pallante's Fidelity Investments Experience 1996 - 2006
Job Vice President at Wells Fargo Institutional Retirement
Industry Financial Services
Experience
Wells Fargo September 2009 - Present
Wachovia March 2006 - September 2009
Fidelity Investments 1996 - 2006
Evergreen/Keystone Investments April 1994 - October 1996
Skills
P&L Management, Competitive Analysis, Strategic Planning, Marketing Strategy, Sales Campaigns, Product Development, Retirement, Product Management, Cross-functional Team..., Business Strategy, Marketing Management, Management, Business Development
Education
Purdue University
BA
Wells Fargo September 2009 - Present
Wachovia March 2006 - September 2009
Fidelity Investments 1996 - 2006
Evergreen/Keystone Investments April 1994 - October 1996
Skills
P&L Management, Competitive Analysis, Strategic Planning, Marketing Strategy, Sales Campaigns, Product Development, Retirement, Product Management, Cross-functional Team..., Business Strategy, Marketing Management, Management, Business Development
Education
Purdue University
BA
Ishtiaque Faruk's Fidelity Investments Experience October 2007 - June 2010
Job Pension Analyst at Morneau Shepell
Industry Financial Services
Experience
Morneau Shepell January 2013 - Present
NCO Group July 2010 - September 2012
Fidelity Investments October 2007 - June 2010
Skills
Financial Modeling, Financial Analysis, VBA, Microsoft SQL Server, Investments, Fixed Income Analysis, Equity Valuation, Macro, Derivatives, Bloomberg Terminal, Mutual Funds, EViews, Asset Management
Education
Queen's University 2013 — 2014
Master's Degree, Finance
The University of Texas at Arlington 2003 — 2007
Bachelor's Degree, Finance and Economics
CFA institute
Morneau Shepell January 2013 - Present
NCO Group July 2010 - September 2012
Fidelity Investments October 2007 - June 2010
Skills
Financial Modeling, Financial Analysis, VBA, Microsoft SQL Server, Investments, Fixed Income Analysis, Equity Valuation, Macro, Derivatives, Bloomberg Terminal, Mutual Funds, EViews, Asset Management
Education
Queen's University 2013 — 2014
Master's Degree, Finance
The University of Texas at Arlington 2003 — 2007
Bachelor's Degree, Finance and Economics
CFA institute
Susan Basin's Fidelity Investments Experience November 1995 - Present
Job Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 1995 - Present
Skills
Process Improvement, Financial Services, Business Analysis, Series 7, CICS, Sybase, Risk Management, Mutual Funds, Agile Methodologies, Data Modeling, Software Project..., SDLC, Trading Systems, Fixed Income, SQL, Software Development, Requirements Analysis
Education
Queens College
Bachelor of Science (BS), Computer Science
Fidelity Investments November 1995 - Present
Skills
Process Improvement, Financial Services, Business Analysis, Series 7, CICS, Sybase, Risk Management, Mutual Funds, Agile Methodologies, Data Modeling, Software Project..., SDLC, Trading Systems, Fixed Income, SQL, Software Development, Requirements Analysis
Education
Queens College
Bachelor of Science (BS), Computer Science
Andrew Wohl's Fidelity Investments Experience 1996 - 2001
Job Director at Societe Generale
Industry Financial Services
Experience
SG Americas Securities, LLC April 2014 - Present
SG Americas Securities, LLC January 2010 - April 2014
Barclays Capital August 2008 - January 2010
Merrill Lynch September 2005 - August 2008
Deutsche Bank 2001 - 2005
Fidelity Investments 1996 - 2001
Gruntal & Co. 1993 - 1996
Clarfeld Financial Advisors 1989 - 1991
Skills
Regulatory Reporting
Education
Queens College 1984 — 1988
BA, Accounting
SG Americas Securities, LLC April 2014 - Present
SG Americas Securities, LLC January 2010 - April 2014
Barclays Capital August 2008 - January 2010
Merrill Lynch September 2005 - August 2008
Deutsche Bank 2001 - 2005
Fidelity Investments 1996 - 2001
Gruntal & Co. 1993 - 1996
Clarfeld Financial Advisors 1989 - 1991
Skills
Regulatory Reporting
Education
Queens College 1984 — 1988
BA, Accounting
Christopher Lehman's Fidelity Investments Experience January 2013 - Present
Job Director of Business Process Improvement at Fidelity Investments
Industry Mechanical or Industrial Engineering
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments July 2004 - December 2012
HYF 2004 - 2008
Eaton Asphalt Paving June 1998 - August 2003
Perfect North Slopes December 1996 - March 2001
Skills
Six Sigma, Continuous Improvement, Process Engineering, Lean Manufacturing, Lean Transformation, Workshop Facilitation, Lean
Education
Xavier University 2006 — 2009
Masters, Business Adminstration
Purdue University 1998 — 2004
BS, Industrial Engineering
Fidelity Investments January 2013 - Present
Fidelity Investments July 2004 - December 2012
HYF 2004 - 2008
Eaton Asphalt Paving June 1998 - August 2003
Perfect North Slopes December 1996 - March 2001
Skills
Six Sigma, Continuous Improvement, Process Engineering, Lean Manufacturing, Lean Transformation, Workshop Facilitation, Lean
Education
Xavier University 2006 — 2009
Masters, Business Adminstration
Purdue University 1998 — 2004
BS, Industrial Engineering
Kaydee Powers-Gyrisco's Fidelity Investments Experience 1995 - May 2008
Job Associate Security Analyst at John Hancock Financial Services
Industry Information Technology and Services
Experience
John Hancock Financial Services December 2013 - Present
CGI March 2013 - November 2013
Partners Health Care March 2012 - May 2012
ING Funds October 2008 - December 2011
CitiStreet May 2008 - October 2008
Fidelity Investments 1995 - May 2008
Fidelity Investments 1988 - 1995
Reserve Fund Mangement April 1984 - July 1988
Skills
Security, Information Security, SDLC, Requirements Analysis, Software Documentation, Risk Management, Identity Management, Data Security, Business Continuity, Unix, Disaster Recovery, Quality Assurance, Risk Assessment, Key Account Management, Change Management, Process Improvement, Information Security..., Access Control..., Customer Satisfaction, Business Analysis, Information Security..., Access, RBAC, IT Operations, Mutual Funds, CISSP, Security Policy, User Acceptance Testing, Management, Linux, ITIL, Technical Documentation, User Experience, Configuration Management, Customer Service, Business Process..., Usability Testing, Regression Testing, Role Mapping, CMDB, IT Risk Management, Software Implementation, Insurance, Trading Operations, Data Privacy, Project Coordination
Education
State University of New York Institute of Technology at Utica/Rome
BPS, Human Services
Queensborough Community College
AA, Liberal Arts
St. Agnes Academic High School
diploma
John Hancock Financial Services December 2013 - Present
CGI March 2013 - November 2013
Partners Health Care March 2012 - May 2012
ING Funds October 2008 - December 2011
CitiStreet May 2008 - October 2008
Fidelity Investments 1995 - May 2008
Fidelity Investments 1988 - 1995
Reserve Fund Mangement April 1984 - July 1988
Skills
Security, Information Security, SDLC, Requirements Analysis, Software Documentation, Risk Management, Identity Management, Data Security, Business Continuity, Unix, Disaster Recovery, Quality Assurance, Risk Assessment, Key Account Management, Change Management, Process Improvement, Information Security..., Access Control..., Customer Satisfaction, Business Analysis, Information Security..., Access, RBAC, IT Operations, Mutual Funds, CISSP, Security Policy, User Acceptance Testing, Management, Linux, ITIL, Technical Documentation, User Experience, Configuration Management, Customer Service, Business Process..., Usability Testing, Regression Testing, Role Mapping, CMDB, IT Risk Management, Software Implementation, Insurance, Trading Operations, Data Privacy, Project Coordination
Education
State University of New York Institute of Technology at Utica/Rome
BPS, Human Services
Queensborough Community College
AA, Liberal Arts
St. Agnes Academic High School
diploma
John Wurtz's Fidelity Investments Experience January 2010 - Present
Job Senior Production Support Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2010 - Present
Fidelity Investments January 2006 - January 2010
Fidelity Investments December 2003 - January 2006
Fidelity Investments July 2000 - December 2003
Fidelity Investments August 1997 - July 2000
Skills
Process Improvement, Testing, Mainframe, SDLC, Security, Easytrieve, CICS, Management, Teaching, Mentoring, Financial Coaching
Education
Queens College 1982 — 1986
B.A., Computer Science
Fidelity Investments January 2010 - Present
Fidelity Investments January 2006 - January 2010
Fidelity Investments December 2003 - January 2006
Fidelity Investments July 2000 - December 2003
Fidelity Investments August 1997 - July 2000
Skills
Process Improvement, Testing, Mainframe, SDLC, Security, Easytrieve, CICS, Management, Teaching, Mentoring, Financial Coaching
Education
Queens College 1982 — 1986
B.A., Computer Science
Jim Hamerstadt's Fidelity Investments Experience March 1995 - June 2012
Job Vice President, Wealth Management Retirement Plan Services at First Financial Bank
Industry Financial Services
Experience
First Financial Bank April 2014 - Present
Nationwide Financial April 2013 - April 2014
Fidelity Investments March 1995 - June 2012
Coors Brewing Company October 1992 - February 1995
DEKALB Energy Company January 1990 - October 1992
ROMO Corporation September 1988 - January 1990
Great West Life March 1986 - June 1988
Great-West Life Assurance Company September 1984 - March 1986
Petro-Lewis Corporation December 1980 - February 1984
Skills
Retirement Plans, 401(k) Plan Design, 401(k) Investment Design, Fee Negotiations, Conducts Employee..., Employee Communications, Retirement Planning, Defined Contribution, Investments, Benefits Negotiation, Internal Communications, Defined Benefit, Pensions, Qualified Retirement..., Retirement, ERISA, Employee Benefits, Profit Sharing, Series 6, 401k, Finance, Financial Services, Management, Mutual Funds, Wealth Management
Education
Purdue University - Krannert School of Management 1976 — 1980
BS, Finance
First Financial Bank April 2014 - Present
Nationwide Financial April 2013 - April 2014
Fidelity Investments March 1995 - June 2012
Coors Brewing Company October 1992 - February 1995
DEKALB Energy Company January 1990 - October 1992
ROMO Corporation September 1988 - January 1990
Great West Life March 1986 - June 1988
Great-West Life Assurance Company September 1984 - March 1986
Petro-Lewis Corporation December 1980 - February 1984
Skills
Retirement Plans, 401(k) Plan Design, 401(k) Investment Design, Fee Negotiations, Conducts Employee..., Employee Communications, Retirement Planning, Defined Contribution, Investments, Benefits Negotiation, Internal Communications, Defined Benefit, Pensions, Qualified Retirement..., Retirement, ERISA, Employee Benefits, Profit Sharing, Series 6, 401k, Finance, Financial Services, Management, Mutual Funds, Wealth Management
Education
Purdue University - Krannert School of Management 1976 — 1980
BS, Finance
Jason Marotti's Fidelity Investments Experience September 2002 - February 2009
Job Associate Director, User Experience at dunnhumbyUSA
Industry Information Technology and Services
Experience
dunnhumbyUSA June 2009 - Present
Fidelity Investments September 2002 - February 2009
Cardinal Solutions June 2000 - September 2002
Andersen Consulting June 1995 - May 2000
DePuy Orthopaedics May 1991 - June 1994
Skills
User Experience, Wire Framing, Interaction Design, Information Architecture, Information Design
Education
Purdue University 1990 — 1995
Bachelor of Science, Mechanical Engineering
dunnhumbyUSA June 2009 - Present
Fidelity Investments September 2002 - February 2009
Cardinal Solutions June 2000 - September 2002
Andersen Consulting June 1995 - May 2000
DePuy Orthopaedics May 1991 - June 1994
Skills
User Experience, Wire Framing, Interaction Design, Information Architecture, Information Design
Education
Purdue University 1990 — 1995
Bachelor of Science, Mechanical Engineering
Michael Martus's Fidelity Investments Experience September 1999 - May 2009
Job Software Architect
Industry Information Technology and Services
Experience
TIAA-CREF 2013 - Present
aMind Solutions 2009 - 2013
Fidelity Investments September 1999 - May 2009
Cardinal Solutions 1997 - 2005
Cincinnati Milacron 1990 - 1997
Skills
SDLC, Enterprise Architecture, Requirements Analysis, Project Management, Cloud Computing, Java Enterprise Edition, SOA, C#, Software Development, Solution Architecture, Web Services, Enterprise Software, Program Management, Oracle, Agile Methodologies
Education
Purdue University 1986 — 1990
BSEE, Electrical Engineering
TIAA-CREF 2013 - Present
aMind Solutions 2009 - 2013
Fidelity Investments September 1999 - May 2009
Cardinal Solutions 1997 - 2005
Cincinnati Milacron 1990 - 1997
Skills
SDLC, Enterprise Architecture, Requirements Analysis, Project Management, Cloud Computing, Java Enterprise Edition, SOA, C#, Software Development, Solution Architecture, Web Services, Enterprise Software, Program Management, Oracle, Agile Methodologies
Education
Purdue University 1986 — 1990
BSEE, Electrical Engineering
Lily Cardlin, CEBS's Fidelity Investments Experience July 2005 - Present
Job Relationship Manager, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2005 - Present
Cammack LaRhette Consulting March 1989 - June 2005
Education
Queens College 1979 — 1983
BA, Linguistics
Queens College 1979 — 1983
Bachelor of Arts (B.A.), Linguistics
Fidelity Investments July 2005 - Present
Cammack LaRhette Consulting March 1989 - June 2005
Education
Queens College 1979 — 1983
BA, Linguistics
Queens College 1979 — 1983
Bachelor of Arts (B.A.), Linguistics
Rod & Jill Lear's Fidelity Investments Experience 1982 - 2002
Job Both Retired
Industry Investment Management
Experience
Fidelity Investments 1982 - 2002
Education
Quincy University 1966 — 1970
BS, Mathematics
Fidelity Investments 1982 - 2002
Education
Quincy University 1966 — 1970
BS, Mathematics
Mike Barnack's Fidelity Investments Experience July 2007 - Present
Job Sr. Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments July 2007 - Present
Nortel Networks January 1998 - July 2007
Nortel Networks January 1994 - December 1997
Nortel Networks June 1990 - December 1993
Education
Purdue University Calumet 1986 — 1991
B.S., Electrical Engineering
Fidelity Investments July 2007 - Present
Nortel Networks January 1998 - July 2007
Nortel Networks January 1994 - December 1997
Nortel Networks June 1990 - December 1993
Education
Purdue University Calumet 1986 — 1991
B.S., Electrical Engineering
Kate Costa's Fidelity Investments Experience 1995 - 1998
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America 2003 - Present
State Street Bank 1998 - 2002
Fidelity Investments 1995 - 1998
Education
Quincy College 1984 — 1985
Bank of America 2003 - Present
State Street Bank 1998 - 2002
Fidelity Investments 1995 - 1998
Education
Quincy College 1984 — 1985
Le Chen's Fidelity Investments Experience August 2011 - November 2011
Job Solutions Architect at Hippo
Industry Computer Software
Experience
Hippo September 2015 - Present
NuVal LLC June 2012 - September 2015
Fresenius Medical Care November 2011 - June 2012
Fidelity Investments August 2011 - November 2011
Franklin University March 2008 - July 2011
Alcatel-Lucent September 2006 - March 2008
Skills
XML, Databases, JavaScript, Java, SQL, jQuery, ASP.NET, Visual Studio, Web Services, Linux, Perl, Hibernate, C#, AJAX, HTML, CSS, ColdFusion, Microsoft SQL Server, XSLT, Amazon Web Services..., Amazon EC2, Amazon S3, Amazon RDS, Amazon EBS, Amazon CloudFront, Solr
Education
Purdue University Calumet 2004 — 2006
Master of Science (MS), Electrical and Computer Engineering
Shanghai Jiao Tong University 1999 — 2003
Bachelor of Science (BS), Electrical and Electronics Engineering
Hippo September 2015 - Present
NuVal LLC June 2012 - September 2015
Fresenius Medical Care November 2011 - June 2012
Fidelity Investments August 2011 - November 2011
Franklin University March 2008 - July 2011
Alcatel-Lucent September 2006 - March 2008
Skills
XML, Databases, JavaScript, Java, SQL, jQuery, ASP.NET, Visual Studio, Web Services, Linux, Perl, Hibernate, C#, AJAX, HTML, CSS, ColdFusion, Microsoft SQL Server, XSLT, Amazon Web Services..., Amazon EC2, Amazon S3, Amazon RDS, Amazon EBS, Amazon CloudFront, Solr
Education
Purdue University Calumet 2004 — 2006
Master of Science (MS), Electrical and Computer Engineering
Shanghai Jiao Tong University 1999 — 2003
Bachelor of Science (BS), Electrical and Electronics Engineering
Walter (Bud) Abbott's Fidelity Investments Experience 2000 - 2009
Job Investment Officer at Fiduciary Trust of New England
Industry Financial Services
Experience
Fiduciary Trust of New England September 2015 - Present
Boutique Investment Firm May 2010 - August 2015
Fidelity Investments 2000 - 2009
Fidelity Investments 1999 - 2000
Fidelity Investments 1998 - 1999
Fidelity Investments 1997 - 1998
United States Navy 1990 - 1996
Skills
Asset Management, Risk Management, Operations Management, Trading, Process Improvement, Wealth, Estate Planning, Wealth Management, Investments, Portfolio Management, Investment Advisory, Asset Allocation, Equities, Financial Markets, Investment Strategies, Alternative Investments, Hedge Funds, Financial Planning, Customer Relations, Series 7, Fixed Income, Mutual Funds, Financial Analysis, Due Diligence, Financial Modeling, Bloomberg, Securities, Compliance, Consultative Selling, Retirement Planning, Private Equity, Equity Research, Series 63, Fund Of Funds, Financial Management, Cash Management, New Business Development, Retirement, Asset Managment, Derivatives, Investment Banking, Capital Markets, ETFs, Strategic Financial..., Investment Management, Financial Services, Financial Advisory, Finance, Management, Leadership
Education
Quinnipiac University 1985 — 1989
BS, Financial Management
Fiduciary Trust of New England September 2015 - Present
Boutique Investment Firm May 2010 - August 2015
Fidelity Investments 2000 - 2009
Fidelity Investments 1999 - 2000
Fidelity Investments 1998 - 1999
Fidelity Investments 1997 - 1998
United States Navy 1990 - 1996
Skills
Asset Management, Risk Management, Operations Management, Trading, Process Improvement, Wealth, Estate Planning, Wealth Management, Investments, Portfolio Management, Investment Advisory, Asset Allocation, Equities, Financial Markets, Investment Strategies, Alternative Investments, Hedge Funds, Financial Planning, Customer Relations, Series 7, Fixed Income, Mutual Funds, Financial Analysis, Due Diligence, Financial Modeling, Bloomberg, Securities, Compliance, Consultative Selling, Retirement Planning, Private Equity, Equity Research, Series 63, Fund Of Funds, Financial Management, Cash Management, New Business Development, Retirement, Asset Managment, Derivatives, Investment Banking, Capital Markets, ETFs, Strategic Financial..., Investment Management, Financial Services, Financial Advisory, Finance, Management, Leadership
Education
Quinnipiac University 1985 — 1989
BS, Financial Management
Karlos Adam's Fidelity Investments Experience 2005 - 2009
Job Analyst at Pension Industry
Industry Financial Services
Experience
Pension Industry February 2010 - Present
Fidelity Investments 2005 - 2009
Skills
Business Analysis, Financial Analysis, Risk Management, Insurance, Financial Modeling, Process Improvement, Analysis, Banking, Data Analysis, Financial Services, Analytics, Investments, Portfolio Management, Relationship Management, Employee Benefits, Equities, Pensions
Education
Project Management Institute
Project Management Professional (PMP)
Queen's University
Mathematics Major
University of Toronto Schools
Pension Industry February 2010 - Present
Fidelity Investments 2005 - 2009
Skills
Business Analysis, Financial Analysis, Risk Management, Insurance, Financial Modeling, Process Improvement, Analysis, Banking, Data Analysis, Financial Services, Analytics, Investments, Portfolio Management, Relationship Management, Employee Benefits, Equities, Pensions
Education
Project Management Institute
Project Management Professional (PMP)
Queen's University
Mathematics Major
University of Toronto Schools
Bruce Beckmann's Fidelity Investments Experience January 1995 - July 1996
Job Large Client Relationship Manager & Program/Project Manager
Industry Financial Services
Experience
Prudential Financial - Retirement July 1996 - December 2009
Fidelity Investments January 1995 - July 1996
Hazlehurst & Associates June 1988 - December 1995
Various Companies January 1978 - December 1995
Skills
Securities, Business Relationship..., Microsoft Excel, Series 63, Budgets, Project Management, Process Improvement, Alternative Investments, Series 7, Investments, Relationship Management, Fixed Income, New Business Development, Negotiation, Investment Strategies, Strategic Financial..., Leadership, Defined Benefit, Problem Solving, Analysis, Financial Analysis, Funding, Consulting, Coaching, Risk Management, Contract Negotiation, Pensions, ERISA, Employee Benefits, Strategic Planning, Mentoring, Business Strategy, Financial Services, Business Planning, Plans, Management, Mergers, Program Management, Insurance, Retirement, Mutual Funds, Change Management, Asset Managment, Team Building, Compliance, Business Development, Asset Allocation, Management Consulting, Customer Service, Retirement Planning
Education
Washington University in St. Louis - Olin Business School 1974 — 1977
MBA, Information Management/Business
Purdue University 1968 — 1973
BS, Industrial Supervision and Business Management
Prudential Financial - Retirement July 1996 - December 2009
Fidelity Investments January 1995 - July 1996
Hazlehurst & Associates June 1988 - December 1995
Various Companies January 1978 - December 1995
Skills
Securities, Business Relationship..., Microsoft Excel, Series 63, Budgets, Project Management, Process Improvement, Alternative Investments, Series 7, Investments, Relationship Management, Fixed Income, New Business Development, Negotiation, Investment Strategies, Strategic Financial..., Leadership, Defined Benefit, Problem Solving, Analysis, Financial Analysis, Funding, Consulting, Coaching, Risk Management, Contract Negotiation, Pensions, ERISA, Employee Benefits, Strategic Planning, Mentoring, Business Strategy, Financial Services, Business Planning, Plans, Management, Mergers, Program Management, Insurance, Retirement, Mutual Funds, Change Management, Asset Managment, Team Building, Compliance, Business Development, Asset Allocation, Management Consulting, Customer Service, Retirement Planning
Education
Washington University in St. Louis - Olin Business School 1974 — 1977
MBA, Information Management/Business
Purdue University 1968 — 1973
BS, Industrial Supervision and Business Management
Jeff Skolnick's Fidelity Investments Experience October 2012 - Present
Job Investment Consultant Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
JPMorgan Chase August 2009 - October 2012
Education
Queens College
Bachelor of Arts (B.A.), Communication Arts and Sciences
Fidelity Investments October 2012 - Present
JPMorgan Chase August 2009 - October 2012
Education
Queens College
Bachelor of Arts (B.A.), Communication Arts and Sciences
Chistopher Fisk's Fidelity Investments Experience October 2000 - October 2001
Job Vice President General Manager at Acculube
Industry Wholesale
Experience
Acculube November 2001 - Present
Fidelity Investments October 2000 - October 2001
Legacy Financial Group September 1998 - September 2000
Skills
Inventory Management, New Business Development, Sales Management, Marketing Strategy, Strategic Planning, Investments, Sales, Manufacturing, Business Development, Leadership, Contract Negotiation, Strategy, Team Building, Management, Negotiation, Product Development, Account Management, Marketing, Operations Management, Process Improvement, Finance, Project Management, Sales Operations
Education
Wright State University 2011 — 2013
Master of Business Administration (MBA), Innovation and Change
Purdue University - Krannert School of Management 1994 — 1998
BS, Business, Economics, Organizational Behavior
Acculube November 2001 - Present
Fidelity Investments October 2000 - October 2001
Legacy Financial Group September 1998 - September 2000
Skills
Inventory Management, New Business Development, Sales Management, Marketing Strategy, Strategic Planning, Investments, Sales, Manufacturing, Business Development, Leadership, Contract Negotiation, Strategy, Team Building, Management, Negotiation, Product Development, Account Management, Marketing, Operations Management, Process Improvement, Finance, Project Management, Sales Operations
Education
Wright State University 2011 — 2013
Master of Business Administration (MBA), Innovation and Change
Purdue University - Krannert School of Management 1994 — 1998
BS, Business, Economics, Organizational Behavior
Jeffrey Storie's Fidelity Investments Experience 2005 - Present
Job Product Management and Research at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2005 - Present
BMO Nestbitt Burns March 2000 - October 2005
Education
Queen's University 1994 — 1998
BAH, Economics
Fidelity Investments 2005 - Present
BMO Nestbitt Burns March 2000 - October 2005
Education
Queen's University 1994 — 1998
BAH, Economics
John Lamberti's Fidelity Investments Experience February 1992 - May 2010
Job Brokerage Operations Manager
Industry Financial Services
Experience
Fidelity Investments February 1992 - May 2010
Education
Queens College 1991 — 1996
B.A, Economics
Fidelity Investments February 1992 - May 2010
Education
Queens College 1991 — 1996
B.A, Economics
Luke McGuire's Fidelity Investments Experience August 2011 - August 2012
Job Regional Study Coordinator at Covance
Industry Pharmaceuticals
Experience
Covance October 2014 - Present
Covance July 2013 - October 2014
WIL Research August 2012 - July 2013
Fidelity Investments August 2011 - August 2012
Purdue University August 2007 - May 2011
Skills
Project Management, Customer Service, Pharmacology, GLP, Pharmaceutical Industry, Drug Discovery, Drug Development, Sop, In Vivo, Agribusiness, Toxicology, Animal Models, Biotechnology
Education
Purdue University 2007 — 2011
Bachelor's degree, Animal Science
Covance October 2014 - Present
Covance July 2013 - October 2014
WIL Research August 2012 - July 2013
Fidelity Investments August 2011 - August 2012
Purdue University August 2007 - May 2011
Skills
Project Management, Customer Service, Pharmacology, GLP, Pharmaceutical Industry, Drug Discovery, Drug Development, Sop, In Vivo, Agribusiness, Toxicology, Animal Models, Biotechnology
Education
Purdue University 2007 — 2011
Bachelor's degree, Animal Science
Cherie Marzini's Fidelity Investments Experience
Job Operations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments
Skills
Process Improvement, Business Analysis, Securities, Financial Services, Vendor Management, Financial Analysis, Risk Management
Education
Rhode Island College 2003 — 2006
Master's degree
Quinnipiac University 1994 — 1998
Bachelor of Arts (BA), Psychology
Fidelity Investments
Skills
Process Improvement, Business Analysis, Securities, Financial Services, Vendor Management, Financial Analysis, Risk Management
Education
Rhode Island College 2003 — 2006
Master's degree
Quinnipiac University 1994 — 1998
Bachelor of Arts (BA), Psychology
George T. Harrell's Fidelity Investments Experience August 2007 - March 2010
Job Quality Assurance Engineer at Dorel Juvenile Group
Industry Consumer Goods
Experience
Dorel Juvenile Group March 2012 - Present
Alpha Packaging December 2011 - March 2012
Self-Employed July 2010 - September 2011
Fidelity Investments August 2007 - March 2010
Schreiber Foods September 2004 - May 2007
Graham Packaging April 1998 - August 2003
American Color September 1995 - January 1998
Pechiney - Flexible Packaging September 1989 - September 1995
American National Can- Flexible Packaging August 1986 - August 1989
American National Can-Flexible Packaging April 1984 - August 1986
Skills
Project Management, Maintenance Management, Plant Engineering, Quality Management, Product Development, Process Engineering, Process Improvement, Operations Management, Performance Measurement, Technical Management, Project Engineering, Six Sigma, ISO, Waste Reduction, Leadership Development, Organizational..., Plastics, Laminating, Print Production, Blow Molding, Injection Molding, Manufacturing, Commercialization, SPC, Engineering, Problem Solving, Extrusion, Production, 5S, Team Building, Cost Reduction, Quality Assurance, New Business Development, Food Packaging, Budgeting, Manufacturing Management, Troubleshooting, Polymers, Coatings, Quality Systems, Slitting, Packaging, Quality System, Root Cause Analysis, Iso 9000, Kaizen, Budgets, Manufacturing...
Education
Purdue University 1974 — 1978
BSME, Mechanical Engineer
Continue Education
Training
Dorel Juvenile Group March 2012 - Present
Alpha Packaging December 2011 - March 2012
Self-Employed July 2010 - September 2011
Fidelity Investments August 2007 - March 2010
Schreiber Foods September 2004 - May 2007
Graham Packaging April 1998 - August 2003
American Color September 1995 - January 1998
Pechiney - Flexible Packaging September 1989 - September 1995
American National Can- Flexible Packaging August 1986 - August 1989
American National Can-Flexible Packaging April 1984 - August 1986
Skills
Project Management, Maintenance Management, Plant Engineering, Quality Management, Product Development, Process Engineering, Process Improvement, Operations Management, Performance Measurement, Technical Management, Project Engineering, Six Sigma, ISO, Waste Reduction, Leadership Development, Organizational..., Plastics, Laminating, Print Production, Blow Molding, Injection Molding, Manufacturing, Commercialization, SPC, Engineering, Problem Solving, Extrusion, Production, 5S, Team Building, Cost Reduction, Quality Assurance, New Business Development, Food Packaging, Budgeting, Manufacturing Management, Troubleshooting, Polymers, Coatings, Quality Systems, Slitting, Packaging, Quality System, Root Cause Analysis, Iso 9000, Kaizen, Budgets, Manufacturing...
Education
Purdue University 1974 — 1978
BSME, Mechanical Engineer
Continue Education
Training
Carl Farris's Fidelity Investments Experience July 2012 - Present
Job IT Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
Fidelity Investments January 2006 - July 2012
Accenture June 1998 - December 2005
Skills
SDLC, Business Analysis, Vendor Management, Disaster Recovery, IT Strategy, IT Management, ITIL, Enterprise Architecture, Software Project..., Business Intelligence, Agile Methodologies, Data Warehousing, Requirements Analysis, SQL, Process Improvement, Visio, SharePoint, Microsoft SQL Server, Integration, Project Portfolio...
Education
Purdue University - Krannert School of Management
Master of Science (MS), Information Technology and Finance
Purdue University
Bachelor of Science (BS), Engineering
Gordon-Conwell Theological Seminary
Master of Divinity (MDiv), Church History
Fidelity Investments July 2012 - Present
Fidelity Investments January 2006 - July 2012
Accenture June 1998 - December 2005
Skills
SDLC, Business Analysis, Vendor Management, Disaster Recovery, IT Strategy, IT Management, ITIL, Enterprise Architecture, Software Project..., Business Intelligence, Agile Methodologies, Data Warehousing, Requirements Analysis, SQL, Process Improvement, Visio, SharePoint, Microsoft SQL Server, Integration, Project Portfolio...
Education
Purdue University - Krannert School of Management
Master of Science (MS), Information Technology and Finance
Purdue University
Bachelor of Science (BS), Engineering
Gordon-Conwell Theological Seminary
Master of Divinity (MDiv), Church History
Amish Lakhani, CPA, CA's Fidelity Investments Experience October 2013 - Present
Job Finance Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
PwC September 2009 - October 2013
Ehvert Engineering June 2007 - August 2009
Skills
Auditing, Accounting, Financial Reporting, Internal Controls, IFRS, Financial Accounting, Tax, Internal Audit, Sarbanes-Oxley Act, Financial Analysis, External Audit, US GAAP, Assurance, GAAP, Financial Audits, Corporate Tax, Finance
Education
Queen's University
Bachelor of Arts (B.A.), Economics
Fidelity Investments October 2013 - Present
PwC September 2009 - October 2013
Ehvert Engineering June 2007 - August 2009
Skills
Auditing, Accounting, Financial Reporting, Internal Controls, IFRS, Financial Accounting, Tax, Internal Audit, Sarbanes-Oxley Act, Financial Analysis, External Audit, US GAAP, Assurance, GAAP, Financial Audits, Corporate Tax, Finance
Education
Queen's University
Bachelor of Arts (B.A.), Economics
Ali Hill's Fidelity Investments Experience November 1998 - June 2013
Job Health Assistant at The William W. Backus Hospital
Industry Hospital & Health Care
Experience
The William W. Backus Hospital March 2014 - Present
Westview Health Care Center June 2013 - February 2014
Fidelity Investments November 1998 - June 2013
Education
Quinebaug Valley Community College 2013 — 2014
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Business Administration (B.B.A.), Marketing
The William W. Backus Hospital March 2014 - Present
Westview Health Care Center June 2013 - February 2014
Fidelity Investments November 1998 - June 2013
Education
Quinebaug Valley Community College 2013 — 2014
University of Massachusetts, Amherst 1989 — 1993
Bachelor of Business Administration (B.B.A.), Marketing
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank