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.
Fidelity Investments Salaries. You can even request information on how much does Fidelity Investments pay if you want to. Learn about salaries, pros and cons of working for Fidelity Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
40,701 Fidelity Investments employees in database. Find out everything there's to know about Fidelity Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fidelity Investments Employees
ACT Aspire, LLC (for-profit venture between ACT & Pearson) August 2013 - March 2015
Macmillan Digital Science, Inc. February 2012 - July 2013
CORE K12 (formerly The Princeton Review) March 2009 - February 2012
The Princeton Review February 2008 - March 2009
Staples July 2005 - February 2008
Staples June 2004 - July 2005
Graystone Mortgage Corp May 2003 - August 2003
PFPC December 2001 - August 2002
Fidelity Investments June 2001 - September 2001
Sycamore Networks May 2000 - April 2001
Skills
Capital Budgeting, Budgets, Financial Modeling, Forecasting, Strategy, Strategic Planning, Process Improvement, Cross-functional Team..., Leadership, Income Statement, Financial Analysis, Mergers & Acquisitions, Strategic Financial..., Management, Financial Reporting, Business Development, Project Management, Data Analysis, Business Process..., Accounting, Pricing, Corporate Finance, Business Planning, Acquisition Integration, Project Planning, P&L Management, Program Management, Business Strategy, Business Analysis, Analytics, Market Research, Microsoft Excel, Executive Management, Operations Management, Account Management, Training, Team Building, Competitive Analysis, Product Management, New Business Development, Start-ups, Analysis, Managerial Finance, Salesforce.com, CRM, Strategic Partnerships, Business Intelligence, Management Consulting, Vendor Management, Finance
Education
Suffolk University - Sawyer School of Management 2003 — 2004
MBA, Finance
Quinnipiac University 1997 — 2001
BS, Health Sciences, Magna Cum Laude
Quinnipiac University - School of Business 1997 — 2001
BS, Computer Information Systems, Magna Cum Laude
Fidelity Investments April 2008 - Present
Bostonian Society/Old State House Museum 2001 - 2008
Fidelity Investments 1982 - 2000
Skills
Project Management, Non-profits, History, Grant Writing, Research, Graphic Design, Volunteer Management, Microsoft Office, Customer Service, Marketing, Photography, Program Management, Teaching, Marketing Communications, Photoshop, Program Development, Editing
Education
Simmons Graduate School of Library and Information Science 2000 — 2004
Masters, Archives Concentration
Regis College 1972 — 1976
Bachelor of Art, Fine Art
BNY Mellon Investment Management January 2014 - Present
Pershing, a BNY Mellon company September 2000 - December 2013
Fidelity Investments March 1998 - March 2000
Donaldson, Lufkin & Jenrette 1993 - 1998
Skills
Series 7, Securities, Investments, Financial Services, Mutual Funds, Series 63, Management, FINRA, Portfolio Management, Asset Management, Fixed Income, Equities, Risk Management, Sales, Trading, Wealth Management, Account Management, Banking, Business Analysis, New Business Development, Business Strategy, Investment Management, Distribution Strategies, Public Speaking
Education
Quinnipiac University - School of Business 1981 — 1985
International Business
Fidelity Investments August 1997 - Present
Education
Regis College 1988 — 1992
Fidelity Investments June 2015 - Present
Syracuse University January 2015 - May 2015
Syracuse Stories December 2013 - December 2014
Begin U September 2013 - December 2013
In-Formal Saints August 2010 - May 2013
myMO news November 2009 - June 2010
Skills
Node.js, Express, CSS, HTML, C++, C# 4.0, WCF, WPF, ASP.NET, HTML 5, CSS3, PHP, Windows Phone, Visual Studio, Silverlight, WAMP, XML, Dreamweaver, Photoshop, Corel Draw, Ubuntu, HTML5, C#
Education
Syracuse University 2013 — 2015
Master's degree, Computer Engineering
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2009 — 2013
Bachelor of Engineering (BEng), Computer Science
Fidelity Investments March 2015 - Present
TIAA-CREF November 2010 - March 2015
BBVA Compass January 2008 - March 2010
Wells Fargo January 2006 - January 2008
Dean Mijalic Realty January 1996 - January 2006
Skills
Investments, Portfolio Management, Banking, Series 7, Finance, Wealth Management, Asset Management, Financial Advisory, CRM, Mortgage Lending, Fixed Income, Valuation, Mutual Funds, Securities, Retirement Planning, Credit, Financial Services, Bonds, Relationship Management, Loans, Capital Markets, Strategic Financial..., Series 63, Financial Analysis, Investment Advisory, Risk Management, Equities
Education
Regis University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
University of Rijeka 1984 — 1987
Bachelor of Commerce (B.Com.), International Maritime Transportation
Fidelity Investments September 2013 - Present
Reliant Medical Group December 2010 - February 2013
DST Output September 2006 - 2010
McKesson Health Solutions 1999 - 2002
Skills
Public Speaking, Microsoft Office, Customer Service, Non-profits, Event Planning, Project Management, Public Relations, Marketing Communications, Strategic Planning, Social Media, Editing, Press Releases
Education
Regis College 2007 — 2009
MS, Professional & Organizational Communication
Carousel Industries November 2014 - Present
Carousel Industries June 2012 - November 2014
Fidelity Investments May 2011 - September 2011
Skills
Direct Sales, Sales, Solution Selling, Video Conferencing, Telecommunications, Data Network, IT Security Best..., Information Technology, Unified Communications, VoIP, Customer Service, Managed Services, B2B, Professional Phone..., SaaS, IaaS, Business Development, Channel Partners, Visual Communication, Virtualization, Cloud Computing IaaS, Cloud-based, Enterprise Software, Account Management, Management
Education
Quinnipiac University - School of Business 2008 — 2012
BS, Marketing
Pingree School 2004 — 2008
OpenMobile World Wide Inc. August 2013 - Present
OpenMobile World Wide, Inc. April 2013 - August 2013
OpenMobile World Wide Inc. January 2012 - April 2013
OneShield Inc November 2010 - August 2011
Fidelity Investments March 2007 - November 2010
Fidelity Investments March 2007 - September 2008
Skills
Management, Social Media, Proposal Writing, Strategy, Project Management, CRM, Product Management, Marketing, Sales, Email Marketing, Product Development, Event Planning, Event Management, Start-ups, Social Media Marketing, Product Marketing, Strategic Partnerships
Education
Worcester State University
Bachelor of Science, Business Administration; Marketing
Quinsigamond Community College
Associates Degree, Criminal Justice
Connell Benn, Soprano CantorOur Lady of Fatima ParishJuly 2012 - Present
St. Bridget Parish November 2005 - Present
Holy Family Parish November 2005 - Present
Our Lady Help of Christians September 2001 - October 2005
Derby and Company, Inc. July 1996 - April 2000
Fidelity Investments December 1995 - June 1996
Watson Wyatt Worldwide August 1987 - December 1995
Skills
Music Theory, Performing Arts, Teaching, Fundraising, Musical Theatre, Public Speaking, Singing, Non-profits, Music, Nonprofits, Retirement, Editing, Microsoft Office, Choral, Research, Acting, Music Education
Education
Regis College 1983 — 1987
Bachelor of Arts (B.A.), Mathematics, cum laude
Goldman Sachs March 2013 - Present
Wingspan Portfolio Advisors November 2012 - February 2013
Verizon Wireless July 2012 - October 2012
Ed Mehlman & Associates September 2011 - June 2012
Fidelity Investments June 2011 - August 2011
Accenture August 2008 - May 2010
Skills
Visio, Data Warehousing, Software Project..., MS Project, Informatica, Access, Systems Analysis, Business Analysis, SDLC, Business Intelligence, Database Management, SAP, ERP, MS Office Suite, Oracle (9i & 10g), Business Objects Webi..., Fissure Sim, MSQL, Management Consulting, Business Objects, Investran, Autosys, Microsoft SQL Server, Crystal Reports, Process Improvement, Microsoft Project, SQL, Databases, Requirements Analysis, Management, Agile Methodologies, Testing
Education
The University of Texas at Dallas - School of Management 2010 — 2012
Master's Degree
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2004 — 2008
Engineer's Degree
Fidelity Investments October 2012 - Present
UGL-Unicco April 2006 - October 2012
The First Years 2000 - 2005
Skills
Visio, Requirements Analysis, Crystal Reports, Software Documentation, Business Analysis, Troubleshooting, Systems Analysis, Lotus Notes, Analysis
Education
Regis University 2001 — 2003
Master of Science (MS), Computer Software Engineering
Rhode Island College 1995 — 1997
Bachelor of Science (BS), Information Technology
DCP Midstream June 2015 - Present
Fidelity Investments September 2013 - June 2015
Rowan Financial Capital January 2013 - September 2013
Anheuser-Busch InBev November 2011 - January 2013
Skills
Management, Customer Service, Product Marketing, Teamwork, Advertising, Hotels, Employee Benefits, Policy, Sales, Microsoft Excel, Forecasting, Retail
Education
University of Colorado Denver 2014 — 2016
Master of Science (MS), Accounting
University of Colorado at Boulder 2007 — 2010
BA, Economics
Regis University 2006 — 2007
Fidelity Investments November 2011 - Present
Target January 2001 - September 2011
Target January 2000 - December 2000
Target June 1997 - December 1999
New River Community College & Career Directions August 1995 - December 1996
New River Community College August 1995 - December 1996
Skills
Team Leadership, Executive Coaching, Performance Management, Employee Engagement, Strategic Planning, Talent Assessment, Compensation, Succession Planning, Employee & Labor..., Talent Acquisition, Leading Projects, Collaborative, Leadership Mentoring, Diversity Strategy, Developing Best..., Remote Management, Talent Management, Human Resources, Leadership, Organizational..., Onboarding, Training, Labor Relations, Performance Appraisal, Employee Relations, Job Analysis, Workforce Planning, College Recruiting, Recruiting, Leadership Development, Organizational Design, Organizational..., HR Policies, FMLA, Career Development, Taleo, Team Building, HRIS, Management, Benefits Administration, Deferred Compensation, Applicant Tracking..., Employee Benefits, New Hire Orientations, Career Counseling, Hiring, Personnel Management, Employee Training
Education
Radford University 1993 — 1995
Masters of Science, Industrial & Organizational Psychology
Radford University 1991 — 1993
B.S. Psychology, Psychology and Communications
Fidelity Investments December 2013 - Present
Fidelity Investments January 2013 - December 2013
Fidelity Investments July 2012 - January 2013
Quinnipiac University September 2011 - May 2012
Fidelity Investments June 2011 - September 2011
Wells Fargo Advisors May 2010 - August 2010
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science (BS), Computer Information Systems
Barrington High School 2004 — 2008
BNY Mellon May 2014 - Present
BNY Mellon July 2010 - Present
Demitria Comforti Photography and Images January 2010 - Present
PNC February 2006 - June 2010
Fidelity Investments June 2000 - February 2006
Brown and Company June 1999 - June 2000
Fidelity Investments May 1998 - June 1999
Skills
Leadership, Options, Change Management, Vendor Management, Finance, Banking, Mutual Funds, Business Analysis, Risk Management, Securities, Microsoft Excel, Financial Services, Project Management, Operational Risk, Strategic Planning, Internal Audit
Education
Regis College 1994 — 1998
BS, Economics, Communications
jay high school 1991 — 1994
Fidelity Investments 2014 - September 2015
New York Life Insurance Company May 2013 - August 2013
Skills
Series 7, Series 63
Education
Quinnipiac University 2010 — 2014
BS, Business, Management, Marketing, and Related Support Services
Richmond, The American International University in London
Fidelity Investments February 2014 - Present
Fidelity Investments June 2014 - February 2015
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Powerpoint, Accounting, Leadership, Event Planning, Access, Data Analysis, Social Networking, Management, Editing, Microsoft Office, PowerPoint, Research, Teamwork, Time Management, Customer Service, Public Speaking, Financial Analysis, Statistics, Social Media, Facebook, Outlook
Education
Virginia Tech 2012 — 2014
Bachelor of Science Finance
Radford University 2010 — 2012
Pre-Business, 3.76 Cumulative GPA
Prudential Financial 2013 - 2015
Fidelity Investments 2010 - 2013
Fidelity Investments 2008 - 2010
Northeast Private Client Group 2007 - 2008
UBS Financial Services, Inc. 2006 - 2007
UBS Financial Services, Inc 2004 - 2006
UBS Financial Services, Inc 2003 - 2004
UBS Financial Services, Inc 2002 - 2003
UBS Financial Services, Inc 1996 - 2002
Grey Advertising Inc 1995 - 1996
Education
Ramapo College of NJ 1991 — 1995
BS, Management & Marketing
Fidelity Investments May 2014 - Present
Travelocity August 2013 - May 2014
Travelocity August 2010 - August 2013
Aquent January 2010 - March 2011
RAZOR360 July 2010 - August 2010
Texas Instruments January 2010 - May 2010
Verizon September 2007 - January 2009
InfiniEdge Software June 2007 - August 2007
AOL, LLC 2003 - 2007
America Online 2000 - 2003
Skills
UX Research, User Experience, Information Architecture, User Interface Design, E-commerce, User-centered Design, Interaction Design, User Interface, Usability, Usability Testing, Product Management, User Scenarios, Wireframes, User Experience Design, Web Design, Heuristic Evaluation, Web Applications, CRM, CMS, Agile Methodologies, Content Strategy, Web Analytics, User Research, Online Travel, Mobile Applications, SEO, Accessibility, Rapid Prototyping, Business Analysis, Design Strategy, Search, Mobile Devices, Semantic Web, Analytics, Digital Strategy, Management
Education
Radford University 1989 — 1993
BBA
Silicon Valley Product Group - SVPG 2012 — 2012
Glass Lewis September 2005 - Present
Fidelity Investments January 1997 - August 2005
Skills
Corporate Governance, Investor Relations, Due Diligence, Governance, Research, Policy, Operational Risk
Education
Quinnipiac University School of Law
CRANK211 LLC October 2014 - Present
Fidelity Investments October 2014 - December 2014
Zaruku.cz July 2014 - September 2014
CERN June 2014 - September 2014
University of Neuchâtel March 2014 - May 2014
URL Integration September 2009 - March 2014
University of Fribourg November 2013 - February 2014
InTouch July 2011 - December 2011
Sun Microsystems May 2008 - September 2009
Skills
Java, MySQL, SOAP, PHP, SOA, Web Services, JavaScript, Integration, Spring, Hibernate, JSP, Ruby, JSF, Web Development, C#, Python, Scala, R, jQuery, d3.js, AJAX, Databases, XML, Web Applications, Android, Linux, Software Development
Education
University of Bern 2013 — 2015
Master's degree, Computer Science
Regis University 2005 — 2009
Bachelor of Science (B.S.), Computer Science
JK Mullen
High School Diploma
Oracle Social January 2011 - Present
Oracle Corporation 2010 - Present
Fidelity Investments September 2001 - May 2010
Skills
Oracle, Oracle Database, Oracle Licensing and..., Oracle Applications, Oracle E-Business Suite, Business Analysis, Editing, User Documentation, Technical Documentation, Legal Documentation, Document Management, Project Management
Education
Regis College
Public Relations/Image Management
Thomas More College
Accounting and Finance
State Street October 2007 - Present
State Street June 2004 - Present
Boston University October 2002 - February 2004
Ernst & Young 2004 - 2004
Fidelity Investments December 2000 - October 2001
Fidelity Investments August 1999 - December 2000
Skills
Financial Services, Global Custody, Instructional Design, Microsoft Office, Classroom Delivery, Training Facilitation, Articulate Suite, Lean Tools, IT Transformation, New Hire Training, Lotus Notes, Learning Management..., Virtual Training, Webinars, Lean Thinking, Lean Management, Lean Operations, Webinar Development, Microsoft Excel, Management, Analysis, Sales
Education
Quinnipiac University - School of Business 1995 — 1999
Bachelor of Science (B.S.), International Business
American Institute for Foreign Study - Florence, Italy 1998 — 1998
Fidelity Investments January 2012 - Present
Quinsigamond Community College September 2011 - Present
Harding Allen Estate May 2008 - Present
Skills
Photoshop, Illustrator, InDesign, Dreamweaver, QuarkXPress, Flash, After Effects, Photo Editing, HTML + CSS, JavaScript, Web Design, Typography, Color Theory, Adobe Creative Suite, Graphic Design, Advertising, Promotions, Art Direction, Illustration, Logo Design, Photography, Layout, Social Media, Posters, Interaction Design, Visual Communication, Adobe Fireworks, Creative Development, Production, Creative Direction, Concept Development, User Experience, Creative Strategy, Creative Services, Social Media Marketing, Creative Problem Solving, Brand Development, Digital Media, Digital Marketing, Integrated Marketing, Mac, Interactive Advertising, Graphics, Corporate Branding, Adobe Acrobat, Information Architecture, Visual Design
Education
Savannah College of Art and Design 2009 — 2011
BFA, Advertising, 3.83
Quinsigamond Community College 2007 — 2009
Associates, Applied Arts, 3.95
Quabbin Regional High School 2004 — 2007
High school, Art
Walsh Residential October 2011 - Present
Allen Tate Realtors May 2009 - October 2011
Allen Tate Realtors 2006 - 2008
Fidelity Investments March 2003 - December 2004
Fidelity Investments April 1998 - February 2003
Skills
Real Estate, Selling, REO, Investments, Negotiation, Leadership, Management, Sales, Marketing, Recruiting, Strategic Planning, CRM, Training, Property, Foreclosures, Short Sales, Coaching, First Time Home Buyers, Customer Service, Luxury, Employee Benefits
Education
Regis College
BA, Political Science
Grovo April 2015 - Present
Skillshare.com April 2014 - December 2014
Amazon May 2012 - April 2014
Next Jump April 2010 - May 2012
Fidelity Investments September 2009 - April 2010
Legg Mason October 2006 - April 2009
Skills
Salesforce.com, Business Development, Online Advertising, Social Media Marketing, Lead Generation, Account Management, Marketing, Digital Marketing, Sales, Brand Development, Managing Key Accounts, E-commerce, Strategic Partnerships, Email Marketing, CRM, Online Marketing, Direct Sales
Education
Quinnipiac University 2002 — 2006
Bachelor of Arts (B.A.), Business Management
West Essex High School 1999 — 2002
Fidelity Investments September 2015 - Present
Fidelity Investments September 2013 - Present
Fidelity Investments February 2015 - September 2015
Fidelity Investments September 2013 - February 2015
University of the Rockies November 2011 - August 2012
Teldar Group January 2011 - November 2011
Spring Water Development June 2010 - January 2011
Security Install Solutions November 2009 - March 2010
OZ Architecture February 2008 - April 2009
Kirk Peterson & Associates Architects June 2007 - January 2008
Skills
Sourcing, Technical Recruiting, Recruiting, Procurement, Project Management, Applicant Tracking..., New Business Development, Talent Acquisition, Cold Calling, Supply Chain, Strategic Planning, Temporary Placement, Business Development, Strategy, Process Improvement, Management, Leadership, CRM, Sales, Business Strategy, Proposal Writing, Interviews, Salesforce.com, Training, Time Management, Team Leadership, Contract Negotiation, Team Building, Human Resources, Marketing Strategy, Negotiation
Education
Regis University 2011 — 2013
MBA, Strategic Management, 3.9 GPA (Graduate Honors)
University of Colorado at Boulder 2001 — 2006
Bachelors, Environmental Design
Regis Jesuit High School 1998 — 2001
Diploma
Fidelity Investments July 2011 - February 2015
Morgan Stanley May 2010 - June 2011
MassMutual Financial Group January 2007 - March 2010
Davis Advisors October 2004 - December 2006
United States Air Force August 2001 - June 2004
WorldCom February 1999 - June 2001
Skills
Program Management, Leadership, Mutual Funds, Series 7, Financial Planning, Investments, Sales, Strategic Planning, Process Improvement, Financial Services, Financial Analysis, Equities, Retirement Planning, Analysis, Series 31, Series 63, Series 66, CRPC, CMFC
Education
Regis University 2000 — 2001
Master of Business Administration (MBA), International Relations and Affairs
University of Colorado Colorado Springs 1997 — 1999
Bachelor of Arts, Communication, General
Brown Brothers Harriman June 2014 - Present
Brown Brothers Harriman September 2012 - June 2014
Brown Brothers Harriman July 2010 - August 2012
Quinnipiac University January 2009 - July 2010
Fidelity Investments June 2009 - August 2009
Greenwich Roundtable September 2008 - January 2009
Boston Cannons May 2008 - August 2008
Skills
Bloomberg Terminal, Bloomberg, Fixed Income, Financial Modeling, Financial Analysis, Capital IQ, Investment Management, Finance, Private Equity
Education
Quinnipiac University - School of Business 2006 — 2010
Finance & Economics
Rasmussen College March 2014 - Present
Colchester School District September 2012 - June 2013
Berlin Elementary School August 2011 - June 2012
BFA Fairfax July 2001 - December 2003
Bristol Elementary School July 1999 - June 2001
Fidelity Investments July 1998 - July 1999
Skills
Nursing, Nursing Care, Clinical Pharmacology, Critical Thinking, Critical Care, Clinical Nutrition, Wound Care, Direct Patient Care, Quality Patient Care, Patient Education, Patient Safety, Acute Care
Education
Rasmussen College 2014 — 2016
Registered nurse, Registered Nursing/Registered Nurse
Saint Michael's College 1990 — 1994
B.A., Elementary Education
New York Life Insurance Company May 2015 - Present
New York Life Insurance Company February 2015 - May 2015
Fidelity Investments April 2012 - April 2014
CMA Management Associates January 2009 - August 2009
University of Economics January 2008 - September 2008
Greater Dallas Hispanic Chamber of Commerce May 2007 - August 2007
Skills
Public Relations, Editing, Media Relations, Email Marketing, Marketing Communications, Copy Editing, Press Releases, Marketing, Newsletters, Advertising, Nonprofits, Interviews, Customer Service, Strategy, Management, Web Design, Graphic Design, Teaching, Sales, Social Media
Education
Randolph College 2003 — 2007
Bachelor of Arts (B.A.), Communication and Media Studies
Regis College September 2012 - Present
Career Treking 2006 - November 2011
Fidelity Investments May 1994 - June 2003
John Hancock 1990 - 1994
Eliot Bank November 1988 - June 1990
Colonial Management October 1987 - August 1988
Fidelity Investments August 1981 - October 1986
Skills
Access, Coaching, Career Development, Talent Management, MBTI, Leadership Development, Analytics, Interviews, Employee Benefits, Organizational...
Education
Regis College 1977 — 1981
BA/BS, psychology, elementary education
The Hanover Insurance Group June 2011 - Present
Coldwell Banker Residential Brokerage June 2011 - June 2011
Fidelity Investments June 2010 - August 2010
Skills
Marketing, Real Estate, Microsoft Excel, Sales, Customer Service, Microsoft Word, Negotiation, Underwriting, Analytics, Commercial Insurance
Education
Quinnipiac University - School of Business 2007 — 2011
Bachelor's degree, Finance
Shrewsbury High School 2003 — 2007
Fidelity Investments July 2014 - Present
Gannett Welsh & Kotler, LLC February 2014 - July 2014
Brown Brothers Harriman August 2013 - January 2014
Shields Health Care Group June 2008 - December 2011
Skills
Market Research, Research, Microsoft Excel, Strategic Planning, PowerPoint, Operations Management, Team Building, Negotiation, Strategy, Spanish, Customer Service, Excel, Global Business..., Strategy Development, SPSS, SharePoint, Sectra, Biscom, Questionnaire Design, International Management, Global Business Planning, Literature Reviews, Financial Planning, Project Management, SQL
Education
Quinnipiac University - School of Business 2009 — 2013
BS, International Business, Finance
Universidad de Belgrano
Latin American Studies, Study Abroad
Virtus Investment Partners October 2014 - Present
Virtus Investment Partners October 2009 - September 2014
The Hartford October 2006 - January 2009
Phoenix Investment Partners August 2003 - October 2006
Phoenix Investment Partners July 2000 - August 2003
Phoenix Investment Partners July 1997 - July 2000
Fidelity Investments May 1995 - July 1997
Skills
Investments, Mutual Funds, Financial Services, Strategic Planning, Product Development, Strategy, Global Strategy, Marketing, Asset Management, Mergers & Acquisitions
Education
Rensselaer Polytechnic Institute at Hartford 1997 — 2000
MBA, Finance
Quinnipiac University - School of Business 1991 — 1995
BS, Finance
Fidelity Investments August 2015 - Present
Fidelity Investments May 2015 - August 2015
TIAA-CREF 2013 - March 2015
TIAA-CREF July 2012 - November 2013
TIAA-CREF June 2011 - July 2012
TIAA-CREF November 2008 - June 2011
TIAA-CREF April 2008 - November 2008
Global System Solutions July 2007 - April 2008
Starbucks Coffee Company July 2006 - July 2007
Colorado Coalition for the Homeless January 2006 - July 2007
Education
Regis University 2011 — 2012
BA, Organization Development
Sinclair Community College 2005 — 2005
Eaton High School 1998 — 2001
BOA/Merrill Edge September 2015 - Present
Concord Wealth Management April 2015 - July 2015
Fidelity Investments February 2009 - August 2013
Fidelity Investments January 2007 - February 2009
Fidelity Investments February 2003 - February 2005
Fidelity Investments May 2001 - February 2003
Skills
Sales, Finance, Series 7, Series 63, Retirement Planning, Series 6, Financial Analysis, Financial Planning, Customer Service, Series 66, Asset Retention, Investment Guidance
Education
Quinsigamond Community College 1998 — 2000
Associate's degree, Business Administration and Management, General
Algonquin Regional High School
Fidelity Investments May 2015 - Present
WiserTutoring.com August 2011 - Present
Linko Data Systems September 2012 - March 2013
Skills
Web Design, Web Applications, HTML, Windows, Web Development, Knowledge Transfer, Knowledge Sharing, Photoshop, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Outlook, CSS, PHP, English, Research, MySQL
Education
University of Colorado Boulder
Bachelor of Arts (B.A.), Quantitative Economics, 3.6
Red Rocks Community College 2011 — 2013
Certificate, Web Development, Bookkeeping, 4.0
TIAA-CREF April 2013 - Present
Wolverine World Wide June 2011 - February 2013
Dextrys June 2010 - June 2011
Citizens Bank March 2010 - May 2010
Fallon Community Health Plan October 2009 - February 2010
Fidelity Investments January 2006 - November 2008
Fidelity Investments January 2001 - January 2006
Fidelity Investments January 2000 - January 2001
Fidelity Investments January 1999 - January 2000
Fidelity Investments January 1995 - January 1999
Skills
CICS, VSAM, SDLC, ETL, MS Project, Mainframe, JCL, Offshore Management, Offshore Resource..., Offshore Operations, Outsourcing Management, Production Support, Job Scheduling, Data masking, DB2/SQL, DB2, Data Masking, COBOL, IBM Mainframe, Endeavor, MVS, TSO, Program Management, Process Improvement, User Acceptance Testing, Data Warehousing, Software Development, Quality Assurance, Testing, IT Management, Business Process..., Microsoft Project, Software Project..., Business Analysis
Education
Quinsigamond Community College 1984 — 1990
Associate, Computer Infomation Systems
Quinsigamond Community College 1983 — 1990
Associate of Arts and Sciences (AAS), Information Technology
Globoforce Team leaderFidelity Investments2000 - 2005
Fidelity Investments 2000 - 2005
Fidelity Investments 2000 - 2004
AT & T Leasing 1989 - 2000
Skills
Account Management, Management, Leadership, Requirements Gathering, Salesforce.com, Process Improvement
Education
Quinsigamond Community College
Red Curve Solutions June 2014 - Present
Red Curve Solutions May 2012 - June 2014
Chitika, Inc. July 2011 - May 2012
Romney for President 2011 - 2012
Fidelity Investments June 2010 - August 2010
Education
Quinnipiac University - School of Business 2007 — 2011
BS, Finance
Citi January 2012 - Present
BCBSA Chicago November 2008 - December 2012
HP December 2004 - October 2009
RCG 2002 - 2004
Bank One 2002 - 2003
Fidelity Investments October 1999 - May 2002
Skills
ETL, Data Warehousing, Ab Initio, Data Integration, Teradata, Informatica, Unix, Data Quality, Data Migration, SQL, Data Modeling, SDLC, Oracle, Unix Shell Scripting, Databases, Business Intelligence, Software Project..., Data Warehouse..., Shell Scripting, Software Development, Solution Architecture, Dimensional Modeling, Database Design, OLAP, Business Requirements, Performance Tuning, PL/SQL, DB2, Business Objects, Architectures, Master Data Management, Erwin, Enterprise Software, Enterprise Architecture, Requirements Gathering, Data Governance, SOA, SSIS, Datastage, Sybase
Education
Ranchi University 1991 — 1995
Master in Computer Science & Application
Shiksha Niketan Telco 1973 — 1985
High School
Fidelity Investments December 2014 - Present
Fun to 11 March 2013 - January 2014
Oxford House of Pizza January 2006 - January 2014
Fidelity Investments 2014 - 2014
Campana Consulting, LLC June 2012 - August 2012
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Access, Marketing Strategy
Education
University of Massachusetts Dartmouth 2010 — 2013
Bachelor of Science in Business Marketing
Quinsigamond Community College 2008 — 2010
Oxford High School 2004 — 2008
Diploma
F & I Solutions March 2015 - Present
IT Consultant July 2010 - Present
Fidelity Investments 1998 - June 2010
First Data Corporation 1997 - 1998
Skills
Marketing, Selling, Entrepreneurship, Coaching, New Business Development, Customer Service, SaaS, Account Management, Marketing Strategy, Investments, Operations Management, Direct Sales
Education
University of Massachusetts Dartmouth 1979 — 1982
B.S., Management
Quinsigamond Community College 1977 — 1979
Business Management
The Hanover Insurance Group January 2008 - April 2010
Boston Scientific Corporation January 2005 - January 2008
Fallon Community Health Plan January 2001 - January 2003
Fidelity Investments January 1999 - January 2001
Intel January 1987 - January 1999
Digital Equipment Corporation 1987 - 1999
Skills
Access, Process Improvement, Software Documentation, Training, Project Management, Human Resources, Microsoft Excel, Marketing Communications, Account Management, Strategic Planning, Program Management, Fundraising, Microsoft Office, Management, Customer Service, Sales, Leadership, Team Building
Education
Clinton High School
Business Curriculum
Quinsigamond Community College
Quinsigamond Community College
Early Childhood Education
ADP May 2014 - Present
America's Credit Union Museum December 2010 - October 2012
Fidelity Investments May 1999 - January 2001
Fleet Investment Group August 1997 - May 1999
Putnam Investments December 1995 - August 1997
MassMutual Financial Group May 1994 - December 1995
Skills
Strategic Planning, Social Media, Public Relations, Event Planning, Public Speaking, Superior Client Service, Relationship Management, Account Management, Direct Marketing, Training
Education
Quinnipiac University - School of Business 1989 — 1993
BS, International Business
Fidelity Investments October 2012 - Present
Horizon-Research, Inc. July 1997 - November 2012
Skills
Web Development, Web Design, PHP, MySQL, Perl, MS Office Suite, CSS, Requirements..., HTML
Education
Randolph College 1987 — 1991
BA, Mathematics
Kimball University
Kimball University
Louisiana School for Math, Science, and the Arts
Robert Half August 2015 - Present
Garlock Printing & Converting February 2011 - August 2015
Fidelity Investments November 1996 - June 2009
Skills
Data Presentation, Presentation Preparation, Outstanding Customer..., Six Sigma, Interviewing, ADP Payroll, Employee Benefits, Quality Auditing, Recruiting, Benefits Administration, Coaching, Customer Service, Interviews, Management, Performance Management, Microsoft Office, Applicant Tracking..., Account Management, Human Resources, Customer Satisfaction, Leadership, Process Improvement, Sales, Sourcing, Team Building, Training
Education
University of Massachusetts, Amherst 1991 — 1993
Bachelors, HRTA
Quinsigamond Community College 1989 — 1991
Associate of Science, HRM
American Red Cross of Central Massachusetts June 2015 - Present
ExtraOrdinary Assistance May 2002 - Present
Fidelity Investments November 2004 - August 2008
TranXenoGen, Inc. 2003 - 2004
Vimed BioSciences June 2001 - February 2002
ClinQuest Inc. August 1998 - June 2001
AstraZeneca April 1998 - August 1998
UltraNet Communications February 1995 - April 1998
Institute of Molecular Biology April 1993 - December 1994
Digital Equipment Corporation 1981 - 1991
Skills
Office Management, Event Planning, PowerPoint, Outlook, Excel, Budgeting, Word, Microsoft Office, Benefits, Hiring, Purchasing, Customer Service, Recruiting, Budgets, Employee Benefits, Microsoft Excel, Process Scheduler, Human Resources, Microsoft Word, Time Management, Central Desktop, WordPress, 1ShoppingCart, Smartsheet, Management, Payroll, Interviews, Administrative..., Spreadsheets, Policy, Data Entry, Office Administration, Administration, Calendaring, Invoicing, Virtual Assistance
Education
Quinsigamond Community College
Associate’s Degree, Administrative Assistant and Secretarial Science, General, Dean's List
Fidelity Investments July 2006 - Present
EH Publishing November 2004 - June 2006
American Lung Association of the Northeast August 2003 - November 2004
Skills
Event Management, Event Planning, Marketing Communications, Marketing Strategy, Marketing, Meeting Planning, Corporate Events, Trade Shows, Customer Service, Strategic Planning, Email Marketing, Budgets, Management, Sponsorship, Social Media Marketing
Education
Regis College 1999 — 2003
EMC April 2012 - Present
Staples 2011 - 2012
University of Massachusetts Hospital May 2010 - October 2011
Egenera, Inc. February 2007 - January 2009
Fidelity Investments May 2002 - February 2007
Fidelity Investments January 2000 - May 2002
RFK Children's Action Corp January 1997 - January 2000
Skills
Operating Systems, Disaster Recovery, Vendor Management, Technical Writing, Testing, Program Management, Virtualization, Professional Services, Business Intelligence, Account Management, Benefits Administration, Analysis, Start-ups, Infrastructure, Shell Scripting, PeopleSoft, Software Documentation, Management
Education
Quinsigamond Community College 1995 — 1997
Quinnsigamond Community College, Worcester
Clinton High School 1987 — 1991
CVS/Caremark September 2010 - Present
CVS/Caremark December 2008 - September 2010
Bank of America February 2005 - November 2008
Acosta Sales and Marketing April 2001 - February 2005
Acosta Sales and Marketing April 1998 - April 2001
Fidelity Investments September 1997 - April 1998
The Paul Revere/UnumProvident September 1982 - September 1997
Paul Revere Life Insurance Company January 1988 - January 1992
Skills
Insurance, Management, Employee Benefits, Sales, Customer Service, Leadership, Recruiting, Team Management, Call Centers, Time Management, Coaching, Interviews
Education
Quinsigamond Community College 2011 — 2012
Pending, Business - Fast Track
University of Phoenix 2009 — 2012
Associates, Health Care Administration
Worcester State University
Urban Studies
Fidelity Investments September 2010 - Present
Charles Schwab July 2008 - September 2010
Financial Concepts, Inc April 2006 - August 2007
Questar Capital June 2004 - February 2006
First American Funds October 2001 - May 2004
Ameriprise Financial June 2000 - August 2001
Education
Regis University 2008 — 2010
Undergraduate, Business - Marketing
Fidelity Investments February 1991 - Present
Education
Regis College 1982 — 1986
John Hancock Financial Services April 2015 - Present
New York Life January 2008 - Present
Fidelity Investments March 2002 - January 2008
Skills
Call Centers, Process Improvement, Customer Service, Financial Services, Business Analysis, Mutual Funds, Relationship Management, Vendor Management, 401k, Project Management, Insurance, Employee Benefits, Workforce Management, Workforce Development
Education
Quinsigamond Community College 1997 — 1999
Business Administration
emmy + ivy May 2007 - January 2010
Swanson Russell Associates April 2006 - November 2006
JPMorgan Chase September 2003 - February 2006
Fidelity Investments June 2001 - September 2003
Skills
Strategic Planning, Social Media, Fashion, Microsoft Excel, Social Media Marketing, Sourcing, Public Speaking, Event Planning, Marketing Communications, Customer Service, Public Relations, Marketing, Advertising, Marketing Strategy, Social Networking, Leadership
Education
Quinnipiac University
Fidelity Investments April 2006 - Present
ZOLL Medical Corporation October 2000 - May 2003
Education
Quinsigamond Community College 1972 — 1974
TIAA-CREF September 2014 - Present
Fidelity Investments June 2007 - August 2014
Merrill Lynch January 2007 - May 2007
Edward Jones May 2005 - December 2006
Summit Financial August 2003 - December 2003
Lynx Funding January 2003 - July 2003
Education
Radford University - College of Business and Economics 2004 — 2005
Finance, Finance and Financial Management Services
Virginia Military Institute 2000 — 2003
Business & Economics
Collaborative Consulting July 2012 - September 2015
Citizens Bank January 2011 - July 2012
Hanover Insurance Group July 2009 - February 2010
Fidelity Investments January 2006 - February 2009
Fidelity Investments January 2002 - January 2006
Stop & Shop January 1999 - May 2002
Sports Authority April 1999 - June 1999
Blockbuster Video October 1998 - April 1999
United States Navy April 1993 - April 1997
Skills
Training, MS Project, Process Improvement, Project Management, Customer Service, Team Leadership, Performance Management, Management, Microsoft Office, Six Sigma, Microsoft Excel, SharePoint, Analysis, Call Centers, Coaching, PMP, Team Management, Business Analysis
Education
Worcester State University 1998 — 2001
Quinsigamond Community College
Liberal Arts
Worcester State University
BA, Communications
J.P. Morgan 2009 - Present
J.P. Morgan 2009 - 2015
Fidelity Investments December 2007 - November 2008
JPMorgan Chase 2002 - 2005
The Boston Company 1991 - 1997
Education
Quinnipiac University 2005 — 2007
New York Life January 2010 - Present
Fidelity Investments September 2008 - January 2010
Fidelity Investments September 2008 - January 2010
Fidelity Investments June 2006 - September 2008
Fidelity Investments June 2006 - September 2008
Fidelity Investments August 2002 - June 2006
Fidelity Investments April 2000 - August 2002
PFPC Global Fund Services February 1999 - April 2000
United Asset Management Corporation March 1997 - February 1999
Boston Financial Data Services, Inc September 1996 - March 1997
Skills
Sales, Customer Service, Credit, Advertising, Content Management, Networking, Messaging, Cash Management, Process Engineering, Leadership, Relationship Management
Education
Regis College 2010 — 2012
Master of Science (M.S.), Communications, 3.933
Bridgewater State University 1984 — 1987
Bachelor of Science, Management/Marketing
Mercer Health & Benefits August 2014 - Present
Xerox August 2009 - August 2014
John Hancock April 2007 - July 2009
Hounds and Company (Self-Employed) November 2004 - June 2007
Mellon HR Solutions March 2003 - July 2004
Mellon HR Solutions November 1993 - March 2003
Fidelity Investments September 1990 - October 1993
Fidelity Investments September 1991 - March 1992
Fidelity Investments October 1988 - September 1990
Fidelity Investments October 1986 - October 1988
Skills
SDLC, Business Analysis, Vendor Management, Employee Benefits, Benefits Administration, Analysis, Time Management, Process Improvement, Training, Team Leadership, Management, Data Analysis, Visio, Business Process, Change Management, Systems Analysis, SaaS, Customer Service, Program Management, Microsoft Excel
Education
Suffolk University - Sawyer Business School 1990 — 1995
MBA, Business
Regis College 1979 — 1983
BA, Economics
Fidelity Investments September 2003 - Present
TelBill Services April 1997 - 2009
Verizon 1991 - 1997
Skills
Project Management, Risk Management, Vendor Management, Project Planning, Data Analysis, Business Process..., Business Analysis, Business Requirements, Business Strategy, Management Consulting, Customer Service, Training, Microsoft Access, Microsoft Word, Microsoft Excel, PowerPoint, Writing and editing, SharePoint, Access, Editing, Writing, Copy Editing, Leadership, Training & Development
Education
Lesley Unviersity 1994 — 1997
B.S. Business Management
Boston Academy of English
Certificate Teaching English as a Foreign Language (ACCET Certified)
Regis College
Certificate in Entrepreneurship
Easter Seals New Hampshire August 2009 - Present
Veritude April 2000 - April 2009
Fidelity Investments April 2000 - April 2009
Office Specialist 1992 - 2000
Skills
Recruiting, Employee Relations, Human Resources, Interviews, Temporary Placement, Management, Applicant Tracking..., Talent Acquisition, College Recruiting, Onboarding, HRIS, Talent Management, Technical Recruiting, Internet Recruiting, Sourcing, Career Counseling, Workforce Planning, Taleo, Benefits Negotiation, Staffing Services
Education
Regis College 1975 — 1979
Banyan Tree Yoga September 2011 - Present
Nini Bambini April 2010 - September 2011
Yoga & More, LLC January 2010 - September 2011
Fidelity Investments August 2005 - September 2010
Fidelity Investments August 2004 - August 2005
Unum August 2001 - August 2004
Skills
Yoga, Process Improvement, Reiki, Project Management, Business Analysis, Management, Data Analysis, Cross-functional Team..., Microsoft Excel, Customer Service, Project Planning, Microsoft Office, Requirements Gathering, Budgets, PowerPoint, Access, Requirements Analysis, Event Planning, Leadership, Training, Team Building, Change Management, Coaching, Analysis
Education
Frog Pond Yoga Centre 2008 — 2009
RYT 200, Raja Yoga
Quinsigamond Community College 1995 — 1998
Associates Degree, Business Administration
Fidelity Investments January 2007 - Present
BISYS Hedge Fund Services, Inc. 2004 - 2006
Baring Asset Management 2000 - 2004
US Air Force 1990 - 2002
Scudder Investments 2000 - 2000
Skills
Hedge Funds, Asset Management, Asset Managment, Global Asset Management, UCITS, Compliance, Investment Management, Institutional...
Education
Suffolk University Law School 1996 — 1999
JD, cum laude, Law
Regis University 1991 — 1993
MBA, Finance & Accounting
University of Massachusetts, Amherst 1987 — 1990
BA, Political Science
fidelity investments 1999 - Present
Fidelity Investments July 1999 - May 2009
Skills
Series 7
Education
Ramapo College of New Jersey 1987 — 1991
Business Administration
Alex and Ani LLC January 2013 - October 2014
Fidelity Investments January 2012 - January 2013
Fidelity Investments July 2007 - January 2012
Fidelity Investments February 2002 - July 2007
Fidelity Investments July 1996 - February 2002
State Street Bank & Trust May 1993 - July 1996
Skills
Windows Server, Windows, Unix Operating Systems, Backup Solutions, Disaster Recovery, Splunk, Akamai, ITIL Certified, Technical Leadership, Remote Infrastructure..., SAS70, Team Mentoring, Crisis Management, Change Management, Operating Systems, SDLC, IT Operations, Software Documentation, Unix, Technical Support, Vendor Management, Security, ITIL, Infrastructure, Solaris, Leadership, IT Management, Management
Education
University of Massachusetts at Lowell
Bachelor's, Information Technology
Quinsigamond Community College 1987 — 1989
Associate's, Computer Technology
Fidelity Investments February 2006 - Present
Education
Quinnipiac University - School of Business 1993 — 1997
BS, Management, Computer Information Systems
Mount Saint Charles Academy 1986 — 1993
HS
Worcester Housing Authority July 2010 - Present
The Home Depot February 2010 - July 2010
Quinsigamond Community College September 2009 - May 2010
Fidelity Investments March 2003 - February 2009
Fidelity Investments March 2000 - March 2003
Fidelity Investments March 1996 - March 2000
Dunn & Bradstreet Software March 1995 - March 1996
Atex Publishing Systems Corp March 1992 - March 1995
Amnet, INC March 1989 - March 1992
Skills
Process Improvement, Vendor Management, Program Management, Software Documentation, Business Analysis, Quality Assurance, Testing, Data Analysis, Databases, Software Project..., Troubleshooting, ITIL, Training, Management, Project Management, Analysis, Six Sigma, Visio, Budgets, Grant Administration, Grant Writing, Federal Grants..., Grant Preparation, Technical Support, Windows, Strategy, Customer Satisfaction, Leadership, Unix, SDLC, SharePoint, Disaster Recovery, Information Technology
Education
Quinsigamond Community College
Associate's degree, Business Administration and Management, General
On-Site.com September 2015 - Present
Rally Software January 2014 - September 2015
Bandwidth.com March 2012 - January 2014
Bandwidth.com October 2011 - March 2012
Fidelity Investments June 2010 - September 2011
Radford University January 2009 - May 2010
Radford University September 2008 - December 2008
Radford University September 2007 - December 2008
ROSworks LLC May 2008 - September 2008
Skills
Ruby, Linux, Perl, Software Development, REST, Git, Ruby on Rails, PHP, Java, Puppet, Jenkins, Amazon Web Services..., DevOps, MongoDB, Foosball, SOAP, Capistrano, Varnish, Bash, AJAX, CSS, JSON, MySQL, Apache, Nginx, Chef
Education
Radford University 2006 — 2010
BS, Computer Science
Sentinel Benefits & Financial Group June 2011 - Present
Sentinel Benefits & Financial Group August 2006 - July 2011
Fidelity Investments July 1987 - August 1995
Skills
Retirement, Profit Sharing, Investment Management, Retirement Planning, Insurance, Mutual Funds, Employee Benefits, 401k, Financial Advisory, Strategic Financial..., Pensions, Investments, Series 7, Series 63, Defined Benefit
Education
Regis College 1983 — 1987
BA, Regis College
Scottrade July 2014 - Present
Euro Pacific Capital 2011 - Present
TD Ameritrade January 2008 - January 2011
Fidelity Investments 2003 - 2007
Skills
Series 63, Series 7, Investments, Wealth Management, Securities, Retirement Planning, Portfolio Management, Asset Management, Asset Allocation, Equities, Mutual Funds, Finance, Investment Advisory, Financial Planning, Financial Services, Retirement, Fixed Income, Management, Alternative Investments, Investment Strategies, Insurance, Trading
Education
Regis University 1994 — 1998
B.S in B.A, Business
Fairfield Prep 1990 — 1994
Winthrop December 2002 - March 2012
Fidelity Investments November 1986 - September 2001
Skills
Sellers, Short Sales, Foreclosures, Real Estate, First Time Home Buyers, Buyer Representation, Investment Properties, Condos, Single Family Homes, Investors, Relocation, Listings, Townhomes, Financial Services, New Home Sales, Referrals
Education
Regis College 1978 — 1982
Bachelors, Political Science/Economics
Bay State Savings Bank May 2002 - Present
CIGNA Healthcare 2001 - 2002
Fidelity Investments 1997 - 2000
Tracer Research 1995 - 1996
Skills
Training, HP, Management, Strategic Planning, Networking, Budgets, Business Development, Data Analysis, Supervisory Skills, Banking, Leadership, Microsoft Office, Executive Management, Sales, Marketing
Education
Bryant & Stratton, Boston, MA
Business Administration and Management, General
Quinsigamond Community College
Finance, General
CARQUEST Auto Parts August 2010 - Present
New York Bagel June 2009 - July 2010
Fidelity Investments August 2001 - August 2003
TJX Corporation January 2001 - August 2001
Best Western Royal Plaza October 2000 - May 2001
Ken's Food INC February 1999 - January 2000
State Fire Marshal's Office June 1998 - August 1999
Skills
Marketing, Customer Service, Sales, Microsoft Excel, Microsoft Office, Insurance, Budgets, Strategic Planning, Account Management, Project Management, Marketing Strategy, PowerPoint, Customer Satisfaction, Outlook, Market Research, Social Media Marketing, Marketing Communications, Administrative..., Social Media, Online Advertising, Microsoft Word, B2B, Business Planning, Product Marketing, Access, Teamwork, Employee Relations
Education
Quinsigamond Community College
Liberal Arts Associates, Associate Degree
Wachusett Regional High School
Marshall Middle School 2003 - Present
Mercer Management Consulting 2000 - 2003
Symmetrix Inc./Nextera Enterprises 1992 - 1999
Fidelity Investments 1985 - 1992
Babson College 1983 - 1984
Skills
Library Instruction, Library Management, Taxonomy, Collection Development, Library Science, Program Management, Information Literacy, Library, Knowledge Management, Library Research, Library 2.0, Public Libraries, K-12, Educational Technology, Copy Cataloging, Cataloging, Bibliographic..., LibGuides, Library Programming, School Library Media, Reader's Advisory, Libraries, Staff Development, Research
Education
Regis College
BA, English
Simmons College
MLIS, Library Science
Boston Medical Center HealthNet Plan September 2013 - Present
Fidelity Investments March 2007 - August 2013
PriceWaterhouseCoopers LLP October 2005 - March 2007
Deloitte & Touche LLP October 1996 - October 2005
Coopers & Lybrand Tax 1988 - 1996
Skills
Mutual Funds, Investments, Series 7, Asset Managment, Tax, Bloomberg, Talent Acquisition, Talent Management, Leadership, Financial Services, Mergers & Acquisitions
Education
Bentley College
Regis College
Fidelity Investments September 2012 - November 2014
Fidelity Investments July 2004 - February 2009
American Express Financial Advisors May 2000 - July 2004
Education
Regent University School of Law 1995 — 1998
J.D., Law
Wichita State University 1987 — 1991
BA, Education / History, Political Science
ventera July 2012 - October 2014
State Farm Insurance August 2011 - July 2012
Fidelity Investments September 2010 - July 2011
Asta CRS, Inc. May 2010 - August 2010
University of Missouri - St. Louis October 2008 - May 2010
University of Missouri - St. Louis August 2007 - September 2008
Tata Teleservices Ltd July 2005 - May 2007
Skills
SDLC, Agile Methodologies, RUP Methodologies, Waterfall, Business Analysis, Requirements Analysis, Requirements Gathering, Business Requirements, Business Intelligence, JAD, Quality Assurance, UML, DB2, Gap Analysis, Data Analysis, Data Modeling, Data Integration, Data Mining, Data Warehousing, Reporting Tool, SQL, Oracle, ETL, SAS, Cognos, .NET, Java, Visio, Databases, SharePoint, Testing, Software Documentation, XML
Education
University of Missouri-Saint Louis 2007 — 2010
Master's
Rajiv Gandhi Prodyogiki Vishwavidyalaya
Bachelor's
Fidelity Investments January 2013 - Present
Fidelity Investments June 2011 - December 2012
Fidelity Investments, Workplace Investments Outside Trustee Team April 2007 - June 2011
Valet Park of America January 2004 - January 2008
Fidelity Investments April 2006 - February 2007
Skills
Mutual Funds, Investments, Process Improvement, Risk Management, Equities, Securities, Financial Services, Vendor Management, Business Analysis, Portfolio Management, Fixed Income, Asset Managment, Strategic Financial...
Education
Quinsigamond Community College
Associates Degree, Business Administration
University of Massachusetts, Amherst
Bachelor's degree, Finance, General
State Street February 2014 - Present
The Federal Reserve Bank of Boston 2011 - 2014
Brown Brothers Harriman January 2010 - August 2011
Brown Brothers Harriman August 2008 - January 2009
Fidelity Investments June 2007 - August 2008
Investors Bank and Trust/State Street February 2005 - June 2007
Covansys 1998 - 2001
Keane 1994 - 1998
Skills
Talent Acquisition, Applicant Tracking..., Technical Recruiting, Talent Management
Education
Regis College
Empower Retirement May 2015 - Present
Fidelity Investments November 2014 - Present
Collection By Leslie 2013 - Present
TIAA-CREF June 2006 - May 2013
U.S. Army Reserve 2008 - 2010
U.S. Army Reserve 2008 - 2010
U.S. Army Reserve 2008 - 2010
Skills
Financial Services, Business Analysis, Requirements Analysis, Data Warehousing, SDLC, Business Process..., Requirements Gathering, Business Requirements, Business Process, PMO, Customer Service, Financial Analysis, Sales, Strategic Planning, Team Building, Vendor Management
Education
Regis University 2009 — 2013
Master of Business Administration (MBA), Accounting and Finance
University of Phoenix
Bachelor of Science (BS), Marketing
The Newman Household September 2010 - Present
Fidelity Investments September 2009 - September 2010
Fidelity Investments November 2006 - October 2009
Fidelity Investments February 2006 - November 2006
Fidelity Investments April 2005 - February 2006
Fidelity Investments September 2001 - April 2005
Fidelity Investments September 2000 - September 2001
Skills
Series 7, Mutual Funds, Asset Allocation, Wealth Management, Investments, Equities, Series 63, 401k, Series 6, Strategic Financial..., Defined Benefit, Retirement, FINRA, Institutional Sales
Education
Becker College 2002 — 2004
Bachelor's, Business
Quinsigamond Community College
Associates, Business
Greystone & Co. July 2015 - Present
Greystone & Co. January 2013 - Present
Auxesis Outreach, Inc. April 2012 - Present
G4S Compliance and Investigations June 2011 - December 2012
Fidelity Investments September 2010 - July 2011
Aaron's Sales and Lease September 2008 - September 2010
Skills
Training, Management, Business Development, Negotiation, Finance, Risk Management, Customer Service, Real Estate, Affordable Housing, LIHTC, Liability, Property Damage, Property & Casualty..., Health Insurance, Employee Benefits, Sales
Education
Radford University 2004 — 2008
Bachelors, Management and Marketing
Radford University
Viewpoint Creative July 2006 - August 2014
Fidelity Investments May 1996 - March 2003
Neva Group 1994 - 1996
Education
Signature Healthcare Brockton Hospital School of Nursing 2014 — 2016
RN Associates Degree to BSN Program, Registered Nursing/Registered Nurse
Regis College 1986 — 1990
Bachelor of Arts (B.A.), Political Science and Government
Troy High School 1982 — 1986
High School
TIAA-CREF June 2015 - Present
Fidelity Investments May 2012 - June 2015
Fidelity Investments October 2010 - May 2012
Morgan Stanley Smith Barney September 2007 - October 2010
Skills
Series 7, Licensed Life & Health..., Series 63, Microsoft Excel, Microsoft Word, PowerPoint, Investments, Finance, Wealth Management, Retirement, Financial Services, Securities, Retirement Planning, Insurance, Equities, Asset Allocation, Mutual Funds, Fixed Annuities, Fixed Income, Sales, Financial Analysis, Financial Planning, Portfolio Management, Strategic Planning, Asset Management, Investment Strategies, Microsoft Office
Education
Quinnipiac University 1999 — 2003
Bachelor of Arts (B.A.), Communications
Staples December 2000 - Present
Fidelity Investments December 1999 - December 2000
Education
Regis College 1991 — 1995
BA, Major Economics, Minor Political Science
Integral Resources Inc 2012 - Present
Boston Scientific 2009 - Present
Fidelity Investments January 2006 - December 2008
Fidelity Investments January 2006 - December 2008
Commerce Bank & Trust January 2002 - December 2005
Commerce Bank and Trust Co. January 2003 - December 2004
Bank of America January 1999 - January 2001
Education
Quinsigamond Community College
Accounting
Tirana University
Business Administration
Amphenol TCS January 2014 - Present
Fidelity Investments August 2006 - March 2013
Fidelity Investments May 2003 - August 2006
Agilent Technologies November 1999 - January 2003
Agilent Technologies February 1997 - November 1999
Agilent Technologies September 1993 - February 1997
Agilent Technologies June 1990 - September 1993
Textron July 1985 - February 1990
Skills
Unix, Servers, Disaster Recovery, Software Documentation, Troubleshooting, Netbackup, IT Operations, Incident Management, ITIL, Help Desk Support, Data Center, Vendor Management, VMware, IT Service Management, Linux, SDLC, System Administration, Solaris, Citrix, Operating Systems, Requirements Analysis, AIX, Software Installation, Job Scheduling, System Deployment, Unix Shell Scripting, Change Management, Batch Processing, Business Continuity, Project Management, Windows, HP Openview, Process Automation, Infrastructure, Automation, NetApp, Autosys, Possess strong..., Service Delivery, Storage, JIL, Technical Documentation, VTL, NDMP, Data Domain, Tape Libraries, Application Lifecycle..., Backup & Recovery..., LTO
Education
Regis University 1994 — 2014
Bachelor of Science (BS)
Fidelity Investments March 2005 - Present
Fidelity Investments May 2002 - March 2005
Fidelity Investments October 2000 - April 2002
Fidelity Investments September 1999 - October 2000
Skills
401k, Financial Services, Data Analysis, Business Analysis, Data Migration, Data Conversion, Payroll Conversions
Education
University of Phoenix 2009 — 2011
Quinsigamond Community College 1996 — 1997
San Juan College
Associate's Degree, Veterinary/Animal Health Technology/Technician and Veterinary Assistant
Massachusetts Army National Guard 2010 - Present
Worcester Public Schools August 2006 - December 2010
Fidelity Investments September 2005 - December 2005
Skills
Project Management, Operations Management, Security Analysis, Training, development
Education
Worcester State College 2003 — 2005
Bachelor of Arts (B.A.), History
Quinsigamond Community College 2001 — 2003
Associate of Arts (A.A.), General Studies
Mutual of America 2007 - 2014
Fidelity Investments October 2003 - January 2007
Education
Quinsigamond Community College 1988 — 1990
Associate's Degree, Art/Art Studies, General
Framingham State College
Bachelor's Degree, Clothing and Textiles