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
Tara Huntington-Harris Tara Huntington-Harris's Fidelity Investments Experience January 2005 - August 2005
Job Supervisor of Client Service Coordinators at Recommind
Industry Legal Services
Experience
Recommind October 2014 - Present
Recommind November 2012 - October 2014
Salem Five Bank September 2010 - November 2012
Beverly Cooperate Bank September 2005 - March 2007
Fidelity Investments January 2005 - August 2005
Deluxe Corporation May 1998 - August 2004
Skills
Customer Service, Call Centers, Sales, Management, Outlook, Data Analysis, Legal Research, Legal Writing, Marketing, Data Entry, Legal Assistance, Cold Calling, PowerPoint, Investments, Customer Relations, Legal Support, Litigation Support, Account Management, Banking, Microsoft Word, Microsoft Excel, Time Management, Document Review, Troubleshooting, Analysis, Finance, Team Building, Team Leadership, Business Development, Databases
Education
Lasell College 2013 — 2015
Master’s Degree, Master's in Public Administration with a Human Resources concentration, 3.9
Bay Path University 2007 — 2010
Bachelor’s Degree, Executive Management
Bay Path University 2007 — 2010
Associate’s Degree, Legal Assistant/Paralegal, 3.9
Bay Path University 2007 — 2009
Paralegal Certificate, Paralegal Studies
Recommind October 2014 - Present
Recommind November 2012 - October 2014
Salem Five Bank September 2010 - November 2012
Beverly Cooperate Bank September 2005 - March 2007
Fidelity Investments January 2005 - August 2005
Deluxe Corporation May 1998 - August 2004
Skills
Customer Service, Call Centers, Sales, Management, Outlook, Data Analysis, Legal Research, Legal Writing, Marketing, Data Entry, Legal Assistance, Cold Calling, PowerPoint, Investments, Customer Relations, Legal Support, Litigation Support, Account Management, Banking, Microsoft Word, Microsoft Excel, Time Management, Document Review, Troubleshooting, Analysis, Finance, Team Building, Team Leadership, Business Development, Databases
Education
Lasell College 2013 — 2015
Master’s Degree, Master's in Public Administration with a Human Resources concentration, 3.9
Bay Path University 2007 — 2010
Bachelor’s Degree, Executive Management
Bay Path University 2007 — 2010
Associate’s Degree, Legal Assistant/Paralegal, 3.9
Bay Path University 2007 — 2009
Paralegal Certificate, Paralegal Studies
Blake Harbour Blake Harbour's Fidelity Investments Experience May 2013 - April 2014
Job Regional Vice President, Mutual Funds and Managed Accounts at Westwood Holdings Group, Inc.
Industry Financial Services
Experience
Westwood Holdings Group, Inc. April 2014 - Present
Fidelity Investments May 2013 - April 2014
Fidelity Investments July 2011 - May 2013
First Southwest Company May 2010 - June 2011
Skills
Series 7, Series 63, Series 66
Education
Baylor University 2008 — 2010
Master's degree, Economics
Baylor University - Hankamer School of Business 2006 — 2008
Bachelor of Business Administration (B.B.A.), Economics
University of Kansas 2004 — 2006
Economics
Westwood Holdings Group, Inc. April 2014 - Present
Fidelity Investments May 2013 - April 2014
Fidelity Investments July 2011 - May 2013
First Southwest Company May 2010 - June 2011
Skills
Series 7, Series 63, Series 66
Education
Baylor University 2008 — 2010
Master's degree, Economics
Baylor University - Hankamer School of Business 2006 — 2008
Bachelor of Business Administration (B.B.A.), Economics
University of Kansas 2004 — 2006
Economics
Austin Marty's Fidelity Investments Experience February 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments June 2014 - February 2015
Esencial Capital Management May 2012 - August 2012
Polo Ralph Lauren May 2011 - August 2011
Polo Ralph Lauren April 2010 - July 2010
Skills
PowerPoint, Management, Series 7, Series 63
Education
Baylor University - Hankamer School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Entrepreneurship
Baylor University
Fidelity Investments February 2015 - Present
Fidelity Investments June 2014 - February 2015
Esencial Capital Management May 2012 - August 2012
Polo Ralph Lauren May 2011 - August 2011
Polo Ralph Lauren April 2010 - July 2010
Skills
PowerPoint, Management, Series 7, Series 63
Education
Baylor University - Hankamer School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Entrepreneurship
Baylor University
Lorena Bustamante Lorena Bustamante's Fidelity Investments Experience July 2012 - Present
Job Senior Consulting Analyst en Fidelity Investments
Industry Management Consulting
Experience
Fidelity Investments July 2012 - Present
Bates College September 2009 - May 2012
World Food Programme July 2011 - August 2011
Ecuadorian Ministry of Education July 2010 - August 2010
Skills
Languages: Spanish..., Software: Microsoft..., Data Analysis, Research, Statistics
Education
Bates College 2008 — 2012
BA, Psychology
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2012
Tuck Bridge Business Program
American University Center of Provence 2011 — 2011
Study Abroad
Fidelity Investments July 2012 - Present
Bates College September 2009 - May 2012
World Food Programme July 2011 - August 2011
Ecuadorian Ministry of Education July 2010 - August 2010
Skills
Languages: Spanish..., Software: Microsoft..., Data Analysis, Research, Statistics
Education
Bates College 2008 — 2012
BA, Psychology
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2012
Tuck Bridge Business Program
American University Center of Provence 2011 — 2011
Study Abroad
Jon Fletcher Jon Fletcher's Fidelity Investments Experience July 1993 - May 2003
Job Chief Investment Officer and Investment Advisor Representative at Prime Wealth Strategies, LLC
Industry Financial Services
Experience
Prime Wealth Strategies, LLC September 2013 - Present
Ameriprise Financial Advisors January 2009 - August 2013
Merrill Lynch May 2003 - August 2009
Fidelity Investments July 1993 - May 2003
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Uniform Combined State..., Saving for Education, CRPC, Mutual Funds, Retirement, Asset Allocation, Investment Advisory, Estate Planning, 401k, 401k Rollovers, Investments, Strategic Financial..., Fixed Annuities, 529 Plans, Wealth Management..., Financial Advisory
Education
Texas Wesleyan University 1989 — 1992
BBA, Economics/Finance
Baylor University 1987 — 1988
Richland High School 1985 — 1987
Prime Wealth Strategies, LLC September 2013 - Present
Ameriprise Financial Advisors January 2009 - August 2013
Merrill Lynch May 2003 - August 2009
Fidelity Investments July 1993 - May 2003
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Uniform Combined State..., Saving for Education, CRPC, Mutual Funds, Retirement, Asset Allocation, Investment Advisory, Estate Planning, 401k, 401k Rollovers, Investments, Strategic Financial..., Fixed Annuities, 529 Plans, Wealth Management..., Financial Advisory
Education
Texas Wesleyan University 1989 — 1992
BBA, Economics/Finance
Baylor University 1987 — 1988
Richland High School 1985 — 1987
Brandon McCormick Brandon McCormick's Fidelity Investments Experience June 2007 - November 2010
Job Financial Advisor
Industry Financial Services
Experience
Lawing Financial Inc. May 2012 - Present
Qualified Plan Advisors May 2012 - Present
Caesars Entertainment, Inc. November 2010 - January 2012
Fidelity Investments June 2007 - November 2010
Fidelity Investments June 2007 - November 2010
Fidelity Investments June 2007 - November 2010
Education
Baylor University 2003 — 2006
Texas Tech University 2002 — 2003
Lawing Financial Inc. May 2012 - Present
Qualified Plan Advisors May 2012 - Present
Caesars Entertainment, Inc. November 2010 - January 2012
Fidelity Investments June 2007 - November 2010
Fidelity Investments June 2007 - November 2010
Fidelity Investments June 2007 - November 2010
Education
Baylor University 2003 — 2006
Texas Tech University 2002 — 2003
Erin Mason Erin Mason's Fidelity Investments Experience October 2014 - July 2015
Job Experienced High Performer Exploring Career Change
Industry Financial Services
Experience
Fidelity Investments October 2014 - July 2015
Fidelity Investments July 2013 - October 2014
Fidelity Investments January 2012 - July 2013
Jana Mills D.D.S July 2007 - September 2010
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Leadership, Research, Microsoft Word, Finance, Sales
Education
Baylor University 2003 — 2007
Bachelor of Arts, Sociology & Pre-Dental
Fidelity Investments October 2014 - July 2015
Fidelity Investments July 2013 - October 2014
Fidelity Investments January 2012 - July 2013
Jana Mills D.D.S July 2007 - September 2010
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Leadership, Research, Microsoft Word, Finance, Sales
Education
Baylor University 2003 — 2007
Bachelor of Arts, Sociology & Pre-Dental
Gautier Wallaert, CFP® Gautier Wallaert, CFP®'s Fidelity Investments Experience June 2004 - October 2010
Job Wealth Management Advisor at TIAA Cref
Industry Financial Services
Experience
TIAA-CREF September 2010 - Present
Fidelity Investments June 2004 - October 2010
Bank of America Business Capital June 2002 - June 2004
Bates College September 2000 - June 2002
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2009
MBA, Finance
Bates College 1998 — 2002
BS, Economics
Millburn High School 1994 — 1998
TIAA-CREF September 2010 - Present
Fidelity Investments June 2004 - October 2010
Bank of America Business Capital June 2002 - June 2004
Bates College September 2000 - June 2002
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2009
MBA, Finance
Bates College 1998 — 2002
BS, Economics
Millburn High School 1994 — 1998
Rene Knight Rene Knight's Fidelity Investments Experience June 2000 - October 2004
Job also great in restaurant/banquet industry
Industry Insurance
Experience
John Hancock Financial Services April 2015 - Present
John Hancock Life Insurance Company (U.S.A.) September 2009 - Present
TGI Fridays July 2006 - Present
John Hancock Life Insurance Company (U.S.A.) July 2005 - September 2009
John Hancock Life Insurance Company (U.S.A.) October 2004 - July 2005
Fidelity Investments June 2000 - October 2004
Skills
Social Media, Microsoft Excel, PowerPoint, Access, Marketing, Outlook, Insurance, Customer Service, Life Insurance, Management, Team Building, Microsoft Office
Education
Bay State College 2015 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bay State College 2012 — 2015
Associate's degree, Business Administration
Bay State College 1993 — 1995
Associate's degree, Business Administration
John Hancock Financial Services April 2015 - Present
John Hancock Life Insurance Company (U.S.A.) September 2009 - Present
TGI Fridays July 2006 - Present
John Hancock Life Insurance Company (U.S.A.) July 2005 - September 2009
John Hancock Life Insurance Company (U.S.A.) October 2004 - July 2005
Fidelity Investments June 2000 - October 2004
Skills
Social Media, Microsoft Excel, PowerPoint, Access, Marketing, Outlook, Insurance, Customer Service, Life Insurance, Management, Team Building, Microsoft Office
Education
Bay State College 2015 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bay State College 2012 — 2015
Associate's degree, Business Administration
Bay State College 1993 — 1995
Associate's degree, Business Administration
Stepan Ochodek Stepan Ochodek's Fidelity Investments Experience July 2015 - Present
Job Financial Markets Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Ernst & Young May 2013 - July 2013
Bates College September 2010 - March 2013
VSB Technical University of Ostrava - Energy Research Center September 2008 - December 2012
CSOB (KBC Bank Group) June 2012 - August 2012
Dalkia July 2011 - August 2011
Rotaract Club Ostrava International September 2008 - June 2010
International Paralympic Committee May 2009 - May 2009
Skills
Econometrics, Research, Microsoft Excel, Translation, Composition, Clarinet, Stata, Eviews, Market Research, French, Data Analysis, PowerPoint, Economics, Statistics, Microsoft Office, Social Media, Public Speaking, Analysis, Microsoft Word
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master of Finance, Finance
Bates College 2010 — 2014
Bachelor of Arts (B.A.) - Cum Laude; Phi Beta Kappa, Economics, French (majors), Application of Mathematics, Russian (Concentrations)
Université Paris Dauphine 2011 — 2012
Licence 3, Economics and Management (CUPA PROGRAM)
Université Sorbonne Nouvelle (Paris III) 2011 — 2012
French Language and Literature (CUPA PROGRAM)
First International School of Ostrava 2008 — 2010
Czech Graduation Diploma, 4.0/4.0: Mathematics - A, Social Science - A, French - A, Czech - A
South Eugene High School 2006 — 2007
Rotary Youth Exchange
Wichterlovo Gymnazium 2001 — 2006
Fidelity Investments July 2015 - Present
Ernst & Young May 2013 - July 2013
Bates College September 2010 - March 2013
VSB Technical University of Ostrava - Energy Research Center September 2008 - December 2012
CSOB (KBC Bank Group) June 2012 - August 2012
Dalkia July 2011 - August 2011
Rotaract Club Ostrava International September 2008 - June 2010
International Paralympic Committee May 2009 - May 2009
Skills
Econometrics, Research, Microsoft Excel, Translation, Composition, Clarinet, Stata, Eviews, Market Research, French, Data Analysis, PowerPoint, Economics, Statistics, Microsoft Office, Social Media, Public Speaking, Analysis, Microsoft Word
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master of Finance, Finance
Bates College 2010 — 2014
Bachelor of Arts (B.A.) - Cum Laude; Phi Beta Kappa, Economics, French (majors), Application of Mathematics, Russian (Concentrations)
Université Paris Dauphine 2011 — 2012
Licence 3, Economics and Management (CUPA PROGRAM)
Université Sorbonne Nouvelle (Paris III) 2011 — 2012
French Language and Literature (CUPA PROGRAM)
First International School of Ostrava 2008 — 2010
Czech Graduation Diploma, 4.0/4.0: Mathematics - A, Social Science - A, French - A, Czech - A
South Eugene High School 2006 — 2007
Rotary Youth Exchange
Wichterlovo Gymnazium 2001 — 2006
Tanya Neslusan's Fidelity Investments Experience June 1999 - September 1999
Job Business Systems Analyst/Project Manager
Industry Information Technology and Services
Experience
UnitedHealth Group March 2014 - Present
Apex Systems January 2014 - March 2014
Fallon Community Health Plan December 2010 - December 2013
CVS Caremark Corporation June 2009 - November 2010
The Hanover Insurance Group July 2007 - April 2009
Spencer Technologies September 2006 - July 2007
3Com Corporation June 2005 - November 2005
3Com Corporation June 2000 - June 2005
3Com September 1999 - June 2000
Fidelity Investments June 1999 - September 1999
Skills
Project Management, CRM, Siebel, SAP, IVR, Portals, Process Simulation, Business Analysis, Process Improvement, Visio, Vendor Management, Software Documentation, Program Management, Call Center, Requirements Analysis, Call Centers, Business Process, Integration, SDLC, Cross-functional Team..., Analysis, Testing, Databases, Business Requirements, Requirements Gathering, Business Intelligence, PMP, Data Warehousing, Systems Analysis, IT Strategy, SQL, Disaster Recovery, Information Technology, User Acceptance Testing, Business Objects, Waterfall, SharePoint, Access, PMO, Crystal Reports, Enterprise Architecture, Project Planning, Management, Training, Software Project..., Business Process...
Education
University of Massachusetts, Amherst 1993 — 1996
B.A., Political Science
Bay Path University 1992 — 1993
Paralegal Studies
UnitedHealth Group March 2014 - Present
Apex Systems January 2014 - March 2014
Fallon Community Health Plan December 2010 - December 2013
CVS Caremark Corporation June 2009 - November 2010
The Hanover Insurance Group July 2007 - April 2009
Spencer Technologies September 2006 - July 2007
3Com Corporation June 2005 - November 2005
3Com Corporation June 2000 - June 2005
3Com September 1999 - June 2000
Fidelity Investments June 1999 - September 1999
Skills
Project Management, CRM, Siebel, SAP, IVR, Portals, Process Simulation, Business Analysis, Process Improvement, Visio, Vendor Management, Software Documentation, Program Management, Call Center, Requirements Analysis, Call Centers, Business Process, Integration, SDLC, Cross-functional Team..., Analysis, Testing, Databases, Business Requirements, Requirements Gathering, Business Intelligence, PMP, Data Warehousing, Systems Analysis, IT Strategy, SQL, Disaster Recovery, Information Technology, User Acceptance Testing, Business Objects, Waterfall, SharePoint, Access, PMO, Crystal Reports, Enterprise Architecture, Project Planning, Management, Training, Software Project..., Business Process...
Education
University of Massachusetts, Amherst 1993 — 1996
B.A., Political Science
Bay Path University 1992 — 1993
Paralegal Studies
Andrew Scates's Fidelity Investments Experience April 2015 - Present
Job Premium Relationship Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments September 2012 - Present
Sam Houston State University 2011 - 2012
Macy's June 2010 - August 2010
HKS June 2007 - August 2007
Skills
Higher Education, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Data Entry, Research, Student Affairs, Critical Thinking, QuickBooks, Public Speaking, Student Development, Customer Service, Access, Accounting
Education
Sam Houston State University 2009 — 2012
Bachelor of Business Administration (BBA), Accounting, 2.85
Baylor University 2007 — 2008
Fidelity Investments April 2015 - Present
Fidelity Investments September 2012 - Present
Sam Houston State University 2011 - 2012
Macy's June 2010 - August 2010
HKS June 2007 - August 2007
Skills
Higher Education, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Data Entry, Research, Student Affairs, Critical Thinking, QuickBooks, Public Speaking, Student Development, Customer Service, Access, Accounting
Education
Sam Houston State University 2009 — 2012
Bachelor of Business Administration (BBA), Accounting, 2.85
Baylor University 2007 — 2008
Ben Greenwald Ben Greenwald's Fidelity Investments Experience January 2008 - December 2009
Job "Wash Me!" Window Cleaning
Industry Consumer Services
Experience
Tejas Toyota April 2012 - Present
USAA January 2011 - February 2012
Fidelity Investments January 2008 - December 2009
Skills
Strategic Financial..., Financial Analysis, Series 7, Series 63, Retirement Planning, Mutual Funds, Fixed Annuities
Education
Baylor University 2000 — 2005
Bachelor of Arts (B.A.), Great Books of the Western Tradition / Literature
Tejas Toyota April 2012 - Present
USAA January 2011 - February 2012
Fidelity Investments January 2008 - December 2009
Skills
Strategic Financial..., Financial Analysis, Series 7, Series 63, Retirement Planning, Mutual Funds, Fixed Annuities
Education
Baylor University 2000 — 2005
Bachelor of Arts (B.A.), Great Books of the Western Tradition / Literature
Scot B. Wilks, CFP®'s Fidelity Investments Experience February 2013 - Present
Job Financial Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments February 2013 - Present
Fidelity Investments January 2012 - January 2013
Moors & Cabot December 2007 - January 2012
Edwards Angell Palmer & Dodge LLP August 2007 - December 2007
Morgan Stanley Private Wealth Management June 2006 - September 2006
College Pro April 2004 - September 2005
Skills
Retirement Planning, Market Analysis, Wealth Management, Fixed Income, ETFs, Strategic Financial..., Estate Planning
Education
Bates College 2003 — 2007
BA, English; Economics; Major
Charles University
Czech; Central European Languages, Literature, Economics, Politics, and Architecture
Fidelity Investments February 2013 - Present
Fidelity Investments January 2012 - January 2013
Moors & Cabot December 2007 - January 2012
Edwards Angell Palmer & Dodge LLP August 2007 - December 2007
Morgan Stanley Private Wealth Management June 2006 - September 2006
College Pro April 2004 - September 2005
Skills
Retirement Planning, Market Analysis, Wealth Management, Fixed Income, ETFs, Strategic Financial..., Estate Planning
Education
Bates College 2003 — 2007
BA, English; Economics; Major
Charles University
Czech; Central European Languages, Literature, Economics, Politics, and Architecture
Jared Quenzel Jared Quenzel's Fidelity Investments Experience June 2012 - August 2012
Job Remote Operations Technician at SMT (SportsMEDIA Technology Corp)
Industry Entertainment
Experience
SMT (SportsMEDIA Technology Corp) September 2013 - Present
Fidelity Investments June 2012 - August 2012
Education
Bates College 2009 — 2013
Economics
SMT (SportsMEDIA Technology Corp) September 2013 - Present
Fidelity Investments June 2012 - August 2012
Education
Bates College 2009 — 2013
Economics
Denis Hogan Denis Hogan's Fidelity Investments Experience February 2015 - Present
Job Manager, Regional Investment Consulting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments January 2014 - Present
Fidelity Investments October 2012 - January 2014
Fidelity Investments April 2012 - October 2012
Fidelity Investments September 2008 - April 2012
Skills
Series 7, Series 24, Series 63, Series 51, Mutual Funds, Investments, Financial Services, Investment Strategies, Asset Allocation, 401k, Retirement Planning, Securities
Education
Northeastern University 2013 — 2016
Master of Business Administration (MBA), Finance, General
Bates College 2004 — 2008
Bachelor of Arts (B.A.), Sociology
Fidelity Investments February 2015 - Present
Fidelity Investments January 2014 - Present
Fidelity Investments October 2012 - January 2014
Fidelity Investments April 2012 - October 2012
Fidelity Investments September 2008 - April 2012
Skills
Series 7, Series 24, Series 63, Series 51, Mutual Funds, Investments, Financial Services, Investment Strategies, Asset Allocation, 401k, Retirement Planning, Securities
Education
Northeastern University 2013 — 2016
Master of Business Administration (MBA), Finance, General
Bates College 2004 — 2008
Bachelor of Arts (B.A.), Sociology
Marc Hallee Marc Hallee's Fidelity Investments Experience 2004 - 2008
Job Consulting Principal at Sullivan, Cotter and Associates, Inc.
Industry Hospital & Health Care
Experience
Sullivan, Cotter and Associates, Inc. February 2014 - Present
Scott & White Healthcare January 2011 - October 2013
Sullivan, Cotter and Associates, Inc. November 2008 - January 2011
Fidelity Investments 2004 - 2008
Fidelity Investments 2004 - 2008
Skills
Human Resources, Consulting, Healthcare, Employee Relations, Employee Benefits, Organizational..., Talent Acquisition, Performance Management, Recruiting, Leadership, Process Improvement, Leadership Development, Onboarding, Employee Engagement, Deferred Compensation, Strategic Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2002
Master of Business Administration (MBA), Leadership and Change Management
Bates College 1990 — 1992
Bachelor of Arts (B.A.), Economics
Sullivan, Cotter and Associates, Inc. February 2014 - Present
Scott & White Healthcare January 2011 - October 2013
Sullivan, Cotter and Associates, Inc. November 2008 - January 2011
Fidelity Investments 2004 - 2008
Fidelity Investments 2004 - 2008
Skills
Human Resources, Consulting, Healthcare, Employee Relations, Employee Benefits, Organizational..., Talent Acquisition, Performance Management, Recruiting, Leadership, Process Improvement, Leadership Development, Onboarding, Employee Engagement, Deferred Compensation, Strategic Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2002
Master of Business Administration (MBA), Leadership and Change Management
Bates College 1990 — 1992
Bachelor of Arts (B.A.), Economics
Meg Duncan, CRM Meg Duncan, CRM's Fidelity Investments Experience April 2007 - Present
Job Sr Records Management Analysts at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2007 - Present
Bay Path University May 2013 - Present
Fidelity Investments 2003 - 2006
The First Church of Christ, Scientist 1999 - 2002
The First Church of Christ, Scientist 1994 - 1998
The First Church of Christ, Scientist 1983 - 1994
Skills
Records Management, Access, Document Management, Training, Information Management, Program Management, Management, Disaster Recovery, PowerPoint, Outlook, Software Documentation, Business Analysis, Process Improvement, SharePoint, Security, Human Resources, Databases, Visio, Microsoft Word, Budgets, Systems Analysis, Word, Service Operations, InfoPath Forms
Education
Bay Path University 2009 — 2011
Masters, Communication
Northeastern University 1979 — 1987
BSBA, Business Administration
Fidelity Investments April 2007 - Present
Bay Path University May 2013 - Present
Fidelity Investments 2003 - 2006
The First Church of Christ, Scientist 1999 - 2002
The First Church of Christ, Scientist 1994 - 1998
The First Church of Christ, Scientist 1983 - 1994
Skills
Records Management, Access, Document Management, Training, Information Management, Program Management, Management, Disaster Recovery, PowerPoint, Outlook, Software Documentation, Business Analysis, Process Improvement, SharePoint, Security, Human Resources, Databases, Visio, Microsoft Word, Budgets, Systems Analysis, Word, Service Operations, InfoPath Forms
Education
Bay Path University 2009 — 2011
Masters, Communication
Northeastern University 1979 — 1987
BSBA, Business Administration
Craig Donowho, CFP Craig Donowho, CFP's Fidelity Investments Experience June 1987 - August 1987
Job Private Wealth Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 1988 - Present
Fidelity Investments June 1987 - August 1987
Education
Baylor University 1982 — 1987
BBA, Financial Planning
College for Financial Planning
Bachelor of Business Administration (BBA), Financial Planning
Ameriprise Financial Services, Inc. January 1988 - Present
Fidelity Investments June 1987 - August 1987
Education
Baylor University 1982 — 1987
BBA, Financial Planning
College for Financial Planning
Bachelor of Business Administration (BBA), Financial Planning
Ken Montgomery Ken Montgomery's Fidelity Investments Experience October 1995 - July 2000
Job Director of Education at Investment Program Association
Industry Financial Services
Experience
Investment Program Association April 2012 - Present
1st Global September 2006 - March 2012
1st Global May 2005 - September 2006
1st Global October 2003 - May 2005
Allstate Insurance August 2002 - October 2003
North Dallas High School July 2000 - August 2002
Fidelity Investments October 1995 - July 2000
Skills
Mutual Funds, Wealth Management, Investments, Securities, Fixed Annuities, Insurance, Financial Services, Training, Financial Advisory, Management, Marketing, Trading, Bonds, Series 7, Financial Markets, Series 63, Financial Planners, Alternative Investments, Retirement Planning, Analysis
Education
Southern Methodist University - Cox School of Business 1995 — 1998
MBA, Finance
Baylor University 1988 — 1992
BBA, Economics and Finance
Investment Program Association April 2012 - Present
1st Global September 2006 - March 2012
1st Global May 2005 - September 2006
1st Global October 2003 - May 2005
Allstate Insurance August 2002 - October 2003
North Dallas High School July 2000 - August 2002
Fidelity Investments October 1995 - July 2000
Skills
Mutual Funds, Wealth Management, Investments, Securities, Fixed Annuities, Insurance, Financial Services, Training, Financial Advisory, Management, Marketing, Trading, Bonds, Series 7, Financial Markets, Series 63, Financial Planners, Alternative Investments, Retirement Planning, Analysis
Education
Southern Methodist University - Cox School of Business 1995 — 1998
MBA, Finance
Baylor University 1988 — 1992
BBA, Economics and Finance
Sam Templeton Sam Templeton's Fidelity Investments Experience June 2003 - June 2005
Job Strategic Communications Partner at Group Health Cooperative
Industry Public Relations and Communications
Experience
Group Health Cooperative July 2012 - Present
Templeton Communication March 2011 - Present
Towers Watson August 2006 - February 2011
PartnerComm, Inc. 2005 - 2006
Fidelity Investments June 2003 - June 2005
Fidelity Investments April 2000 - June 2003
Fidelity Investments August 1998 - April 2000
Time Warner Cable July 1996 - July 1998
KWES-TV July 1995 - July 1996
Skills
Management, Employee Engagement, Employee Benefits, Corporate Communications, Strategic Communications, Public Relations, Messaging, Change Management, Human Resources, Marketing Communications, Project Management, Internal Communications, Strategy, Leadership
Education
University of Missouri-Columbia 1993 — 1995
MA, Journalism
Baylor University 1989 — 1993
Bachelor's degree, Communications/Foreign Service Double Major
Hong Kong International School 1983 — 1989
HS Diploma
Group Health Cooperative July 2012 - Present
Templeton Communication March 2011 - Present
Towers Watson August 2006 - February 2011
PartnerComm, Inc. 2005 - 2006
Fidelity Investments June 2003 - June 2005
Fidelity Investments April 2000 - June 2003
Fidelity Investments August 1998 - April 2000
Time Warner Cable July 1996 - July 1998
KWES-TV July 1995 - July 1996
Skills
Management, Employee Engagement, Employee Benefits, Corporate Communications, Strategic Communications, Public Relations, Messaging, Change Management, Human Resources, Marketing Communications, Project Management, Internal Communications, Strategy, Leadership
Education
University of Missouri-Columbia 1993 — 1995
MA, Journalism
Baylor University 1989 — 1993
Bachelor's degree, Communications/Foreign Service Double Major
Hong Kong International School 1983 — 1989
HS Diploma
Thomas Rollins, CFA Thomas Rollins, CFA's Fidelity Investments Experience April 2012 - Present
Job Director, Investment Capability Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2012 - Present
Thomson Reuters 2009 - April 2012
Thomson Financial 2007 - 2009
Thomson Financial March 2003 - July 2007
Education
CFA Institute 2004 — 2006
Bates College 1996 — 2000
BA, Economics
Fidelity Investments April 2012 - Present
Thomson Reuters 2009 - April 2012
Thomson Financial 2007 - 2009
Thomson Financial March 2003 - July 2007
Education
CFA Institute 2004 — 2006
Bates College 1996 — 2000
BA, Economics
Stacy Layton Stacy Layton's Fidelity Investments Experience July 2014 - Present
Job Director, Digital Measurement and Analysis at Fidelity Investments
Industry Information Services
Experience
Fidelity Investments July 2014 - Present
SapientNitro July 2012 - July 2014
Kennedy Information (A Bloomberg Subsidiary) July 2011 - July 2012
EnerNOC June 2010 - August 2010
IBM - Global Business Services August 2005 - May 2009
Krauss-Maffei Process Technology (Now part of Andritz-KMPT GmbH) September 2003 - December 2003
Skills
Business Strategy, Market Research, Business Analysis, Data Analysis, Research, New Business Development, Competitive Analysis, Business Intelligence, Proposal Writing, Financial Modeling, Team Leadership, Technical Analysis, Customer Retention, Client Relationship...
Education
Boston University 2009 — 2011
Master of Business Administration (M.B.A.)
Boston University 2009 — 2011
Master's Degree
Bates College 2001 — 2005
Bachelor of Arts
Fidelity Investments July 2014 - Present
SapientNitro July 2012 - July 2014
Kennedy Information (A Bloomberg Subsidiary) July 2011 - July 2012
EnerNOC June 2010 - August 2010
IBM - Global Business Services August 2005 - May 2009
Krauss-Maffei Process Technology (Now part of Andritz-KMPT GmbH) September 2003 - December 2003
Skills
Business Strategy, Market Research, Business Analysis, Data Analysis, Research, New Business Development, Competitive Analysis, Business Intelligence, Proposal Writing, Financial Modeling, Team Leadership, Technical Analysis, Customer Retention, Client Relationship...
Education
Boston University 2009 — 2011
Master of Business Administration (M.B.A.)
Boston University 2009 — 2011
Master's Degree
Bates College 2001 — 2005
Bachelor of Arts
Seth McCall Seth McCall's Fidelity Investments Experience May 2013 - Present
Job
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Baylor University - Hankamer School of Business March 2009 - May 2013
Accenture May 2006 - March 2009
Wal-Mart Stores, Inc. May 2005 - July 2005
Skills
Web Design, User Experience, Dreamweaver, CSS, Photoshop, Social Media, Social Media Marketing, Web Development, Flash, Illustrator, Instructional Design, HTML, Wordpress, E-Learning, PHP, SEM, SEO, JavaScript, Web Content Management, Drupal, Agile Web Development, Agile Project Management, Project Management, Scrum
Education
Baylor University - Hankamer School of Business 2011 — 2013
Master of Science in Information Systems, Information Security and UX Design (Independent Study Focus), 4.0
Baylor University 2002 — 2006
Bachelor of Business Administration (BBA), Information Systems (Instructional Design), Operations Management (Logistics), 3.97
Fidelity Investments May 2013 - Present
Baylor University - Hankamer School of Business March 2009 - May 2013
Accenture May 2006 - March 2009
Wal-Mart Stores, Inc. May 2005 - July 2005
Skills
Web Design, User Experience, Dreamweaver, CSS, Photoshop, Social Media, Social Media Marketing, Web Development, Flash, Illustrator, Instructional Design, HTML, Wordpress, E-Learning, PHP, SEM, SEO, JavaScript, Web Content Management, Drupal, Agile Web Development, Agile Project Management, Project Management, Scrum
Education
Baylor University - Hankamer School of Business 2011 — 2013
Master of Science in Information Systems, Information Security and UX Design (Independent Study Focus), 4.0
Baylor University 2002 — 2006
Bachelor of Business Administration (BBA), Information Systems (Instructional Design), Operations Management (Logistics), 3.97
William Regan William Regan's Fidelity Investments Experience June 2015 - August 2015
Job Summer Intern at Fidelity
Industry
Experience
Fidelity Investments June 2015 - August 2015
Woven Digital July 2014 - August 2014
General Assembly June 2014 - August 2014
Sperry Rail Service June 2013 - July 2013
Landmark Management Company June 2012 - July 2012
International Rescue Committee June 2011 - August 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Research, Public Speaking, Leadership, Microsoft Word, PowerPoint, Social Media
Education
Bates College 2012 — 2016
Bachelor's degree, Political Science and Government
Charles University in Prague 2014 — 2014
Suffield Academy 2008 — 2012
Fidelity Investments June 2015 - August 2015
Woven Digital July 2014 - August 2014
General Assembly June 2014 - August 2014
Sperry Rail Service June 2013 - July 2013
Landmark Management Company June 2012 - July 2012
International Rescue Committee June 2011 - August 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Research, Public Speaking, Leadership, Microsoft Word, PowerPoint, Social Media
Education
Bates College 2012 — 2016
Bachelor's degree, Political Science and Government
Charles University in Prague 2014 — 2014
Suffield Academy 2008 — 2012
John Dolfi John Dolfi's Fidelity Investments Experience February 2015 - Present
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Legg Mason June 2013 - August 2013
The Wood Shed Restaurant 2007 - 2010
Skills
Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Stata, Salesforce.com, Social Media, Risk Assessment, Leadership, Series 7
Education
Bates College 2010 — 2014
Bachelor's Degree, Dual Major, Economics and East Asian Studies
Capital Normal University
Semester Abroad: Chinese Language and Cultural Immersion
Brewster Academy 2006 — 2010
High School
National Outdoor Leadership School (NOLS)
Alaskan Wilderness
Southbank International School, London, UK 1999 — 2006
Fidelity Investments February 2015 - Present
Legg Mason June 2013 - August 2013
The Wood Shed Restaurant 2007 - 2010
Skills
Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Stata, Salesforce.com, Social Media, Risk Assessment, Leadership, Series 7
Education
Bates College 2010 — 2014
Bachelor's Degree, Dual Major, Economics and East Asian Studies
Capital Normal University
Semester Abroad: Chinese Language and Cultural Immersion
Brewster Academy 2006 — 2010
High School
National Outdoor Leadership School (NOLS)
Alaskan Wilderness
Southbank International School, London, UK 1999 — 2006
Brett Jennings Brett Jennings's Fidelity Investments Experience February 2007 - October 2008
Job Insurance Administrator
Industry Financial Services
Experience
GuideStone Financial Resources May 2015 - Present
Laredo Petroleum, Inc. December 2013 - January 2015
Silver Creek Oil & Gas December 2012 - December 2013
Cimarex Energy October 2008 - November 2012
Fidelity Investments February 2007 - October 2008
Cimarex Energy 2002 - 2006
AON - Insurance 2005 - 2005
Skills
Strategic Planning, Environmental Awareness, Energy, Microsoft Excel, Financial Analysis, Microsoft Office, Petroleum, Oil & Gas, Management, Onshore, PowerPoint
Education
Baylor University
BA, Economics
PetroSkills 2011 — 2011
Basic Drilling, Completion and Workover Operations
GuideStone Financial Resources May 2015 - Present
Laredo Petroleum, Inc. December 2013 - January 2015
Silver Creek Oil & Gas December 2012 - December 2013
Cimarex Energy October 2008 - November 2012
Fidelity Investments February 2007 - October 2008
Cimarex Energy 2002 - 2006
AON - Insurance 2005 - 2005
Skills
Strategic Planning, Environmental Awareness, Energy, Microsoft Excel, Financial Analysis, Microsoft Office, Petroleum, Oil & Gas, Management, Onshore, PowerPoint
Education
Baylor University
BA, Economics
PetroSkills 2011 — 2011
Basic Drilling, Completion and Workover Operations
Tomas Chalimavicius Tomas Chalimavicius's Fidelity Investments Experience February 2015 - Present
Job High Networth Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments December 2014 - February 2015
Mondelez International (Nabisco) September 2014 - February 2015
Southlake Focus Group September 2014 - November 2014
Baylor University May 2013 - May 2014
Baylor University August 2011 - May 2014
Home Goods Retailer July 2011 - August 2012
Tarrant County College January 2010 - May 2011
Skills
Leadership, Critical Thinking, Training, Creative Problem Solving, Public Speaking, Analytical Skills, Econometrics, Economic Development, Creative Writing, Multicultural Education, Higher Education, Teamwork, Analysis, Tutoring, University Teaching, Economics, Industrial Organization, Microsoft Office, History, International Economics, Game Theory, Technical Writing, Speech Writing, Stata, Money and Banking, Project Management, Strategy, Management, Financial Analysis, Business Analysis, Research, Macroeconomics, Microeconomics, Proofreading, Team Building, ESL, Sales, Finance, Customer Service
Education
Baylor University 2011 — 2014
Bachelor of Arts (B.A.), Economics/Literature, 3.5
Tarrant County College 2009 — 2011
Associate, Arts, 3.95
S. Stanevičiaus vidurinė mokykla 2001 — 2009
High School Diploma, General
Berniukų ir jaunuolių choras Ąžuoliukas 1997 — 2005
Graduate, Music
Fidelity Investments February 2015 - Present
Fidelity Investments December 2014 - February 2015
Mondelez International (Nabisco) September 2014 - February 2015
Southlake Focus Group September 2014 - November 2014
Baylor University May 2013 - May 2014
Baylor University August 2011 - May 2014
Home Goods Retailer July 2011 - August 2012
Tarrant County College January 2010 - May 2011
Skills
Leadership, Critical Thinking, Training, Creative Problem Solving, Public Speaking, Analytical Skills, Econometrics, Economic Development, Creative Writing, Multicultural Education, Higher Education, Teamwork, Analysis, Tutoring, University Teaching, Economics, Industrial Organization, Microsoft Office, History, International Economics, Game Theory, Technical Writing, Speech Writing, Stata, Money and Banking, Project Management, Strategy, Management, Financial Analysis, Business Analysis, Research, Macroeconomics, Microeconomics, Proofreading, Team Building, ESL, Sales, Finance, Customer Service
Education
Baylor University 2011 — 2014
Bachelor of Arts (B.A.), Economics/Literature, 3.5
Tarrant County College 2009 — 2011
Associate, Arts, 3.95
S. Stanevičiaus vidurinė mokykla 2001 — 2009
High School Diploma, General
Berniukų ir jaunuolių choras Ąžuoliukas 1997 — 2005
Graduate, Music
Aaron Esker Aaron Esker's Fidelity Investments Experience December 2000 - February 2007
Job Director, DCIO, John Hancock Investments
Industry Financial Services
Experience
John Hancock Financial Services February 2007 - Present
Fidelity Investments December 2000 - February 2007
Skills
Series 63, Retirement, Financial Services, Retirement Planning, Wealth Management, Investments, Series 6, Mutual Funds, Alternative Investments, 401k, Asset Allocation
Education
Bates College 1995 — 1999
BS, Political Science and Government
Model Laboratory School 1992 — 1995
John Hancock Financial Services February 2007 - Present
Fidelity Investments December 2000 - February 2007
Skills
Series 63, Retirement, Financial Services, Retirement Planning, Wealth Management, Investments, Series 6, Mutual Funds, Alternative Investments, 401k, Asset Allocation
Education
Bates College 1995 — 1999
BS, Political Science and Government
Model Laboratory School 1992 — 1995
Michael L Wilson, CFP®, CRC® | Financial Planner Michael L Wilson, CFP®, CRC® | Financial Planner's Fidelity Investments Experience 1986 - 1994
Job Marketing Investment Advisor
Industry Financial Services
Experience
Utah Retirement Systems January 2013 - Present
Integrity Financial Planning June 1998 - Present
International Foundation for Retirement Education (InFRE) 2002 - 2013
National Endowment for Financial Education 2002 - 2013
Kaplan 2000 - 2012
College for Financial Planning 1996 - 1998
Invesco Ltd. 1994 - 1996
Fidelity Investments 1986 - 1994
Skills
Retirement Planning, Financial Planning, Mutual Funds, Financial Advisory, Investments, Wealth Management, Retirement, Portfolio Management, 401k, Pensions, Small Business, Investment Advisory, Public Speaking, Non-profits, Asset Management, IRA's, Writing, Securities, Estate Planning, Financial Education, Personal Finance, Wealth, Money, Annuities, Insurance, Asset Allocation, Investment Strategies, Alternative Investments, ETFs, Employee Benefits, Equities, Annuity, Bonds, Fixed Income, ERISA, Microsoft Office, Insurance Planning, Financial Planners, Strategic Financial..., Personal Financial..., Finance, Fixed Annuities, Series 7, Financial Services, Series 63, IRAs
Education
Baylor University - Hankamer School of Business 1984 — 1985
MBA
Baylor University 1979 — 1983
BA
Irving High School
Utah Retirement Systems January 2013 - Present
Integrity Financial Planning June 1998 - Present
International Foundation for Retirement Education (InFRE) 2002 - 2013
National Endowment for Financial Education 2002 - 2013
Kaplan 2000 - 2012
College for Financial Planning 1996 - 1998
Invesco Ltd. 1994 - 1996
Fidelity Investments 1986 - 1994
Skills
Retirement Planning, Financial Planning, Mutual Funds, Financial Advisory, Investments, Wealth Management, Retirement, Portfolio Management, 401k, Pensions, Small Business, Investment Advisory, Public Speaking, Non-profits, Asset Management, IRA's, Writing, Securities, Estate Planning, Financial Education, Personal Finance, Wealth, Money, Annuities, Insurance, Asset Allocation, Investment Strategies, Alternative Investments, ETFs, Employee Benefits, Equities, Annuity, Bonds, Fixed Income, ERISA, Microsoft Office, Insurance Planning, Financial Planners, Strategic Financial..., Personal Financial..., Finance, Fixed Annuities, Series 7, Financial Services, Series 63, IRAs
Education
Baylor University - Hankamer School of Business 1984 — 1985
MBA
Baylor University 1979 — 1983
BA
Irving High School
Kyle G. Rose Kyle G. Rose's Fidelity Investments Experience November 2007 - September 2010
Job Vice President, Administration
Industry Oil & Energy
Experience
Concho Resources March 2011 - Present
Fidelity Investments November 2007 - September 2010
Pembroke Real Estate/Fidelity Investments September 2005 - November 2007
Pembroke Real Estate/Fidelity Investments August 2004 - September 2005
Fidelity Investments January 2001 - August 2004
Fidelity Investments December 1997 - January 2001
Fidelity Investments December 1993 - December 1997
Premisys Real Estate Services, Inc. February 1991 - December 1993
LaSalle Partners February 1989 - February 1991
Rose Construction Company, Inc. December 1981 - February 1989
Skills
Relationship Management, Leadership, Real Estate, Strategy, Business Development, Management, Budgets, CRM, Project Management, Mergers & Acquisitions, Enterprise Software, Investments, Contract Negotiation, Strategic Planning, Human Resources, Nonprofits, Change Management, Negotiation, Financial Analysis, Analysis, Policy, Operations Management, Team Building, Executive Management, Training, Business Strategy, Contract Management, Vendor Management, New Business Development, Organizational..., Employee Relations
Education
Texas A&M University 1980 — 1981
MS/BS, Management
Baylor University 1975 — 1979
BA, Biology/Business
Concho Resources March 2011 - Present
Fidelity Investments November 2007 - September 2010
Pembroke Real Estate/Fidelity Investments September 2005 - November 2007
Pembroke Real Estate/Fidelity Investments August 2004 - September 2005
Fidelity Investments January 2001 - August 2004
Fidelity Investments December 1997 - January 2001
Fidelity Investments December 1993 - December 1997
Premisys Real Estate Services, Inc. February 1991 - December 1993
LaSalle Partners February 1989 - February 1991
Rose Construction Company, Inc. December 1981 - February 1989
Skills
Relationship Management, Leadership, Real Estate, Strategy, Business Development, Management, Budgets, CRM, Project Management, Mergers & Acquisitions, Enterprise Software, Investments, Contract Negotiation, Strategic Planning, Human Resources, Nonprofits, Change Management, Negotiation, Financial Analysis, Analysis, Policy, Operations Management, Team Building, Executive Management, Training, Business Strategy, Contract Management, Vendor Management, New Business Development, Organizational..., Employee Relations
Education
Texas A&M University 1980 — 1981
MS/BS, Management
Baylor University 1975 — 1979
BA, Biology/Business
Alicia Cowell Alicia Cowell's Fidelity Investments Experience 1987 - 2003
Job Director of Learning and Development at CK Franchising, Inc.
Industry Individual & Family Services
Experience
CK Franchising, Inc. March 2010 - Present
Axcess Financial September 2006 - October 2009
BISYS 2003 - 2006
Fidelity Investments 1987 - 2003
Skills
Team Building, Leadership Development, Leadership, Performance Management, Management, Coaching, Recruiting, Cross-functional Team..., Human Resources, Strategic Planning, Operations Management, Staff Development, Customer Satisfaction
Education
Baylor University 1983 — 1987
BA, Communication
CK Franchising, Inc. March 2010 - Present
Axcess Financial September 2006 - October 2009
BISYS 2003 - 2006
Fidelity Investments 1987 - 2003
Skills
Team Building, Leadership Development, Leadership, Performance Management, Management, Coaching, Recruiting, Cross-functional Team..., Human Resources, Strategic Planning, Operations Management, Staff Development, Customer Satisfaction
Education
Baylor University 1983 — 1987
BA, Communication
Will Downs Will Downs's Fidelity Investments Experience March 1993 - Present
Job Branch Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 1993 - Present
Education
Baylor University 1987 — 1991
Bachelor's degree, Marketing
Baylor University - Hankamer School of Business 1987 — 1991
BBA, Marketing
Plano Sr. High School
Fidelity Investments March 1993 - Present
Education
Baylor University 1987 — 1991
Bachelor's degree, Marketing
Baylor University - Hankamer School of Business 1987 — 1991
BBA, Marketing
Plano Sr. High School
Amber Prough Amber Prough's Fidelity Investments Experience June 2015 - Present
Job Financial Associate I
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Speechcare Inc July 2014 - May 2015
SpeechCare, Inc. April 2014 - May 2015
Speech, Language, and Learning for Life PC December 2013 - April 2014
It’s A Sensory World May 2013 - April 2014
Anejo Restaurant 2009 - 2009
Skills
Child Development, Event Planning, Teaching, Microsoft Excel, Time Management, Facebook, Team-oriented, Healthcare, Social Media, Tutoring, Microsoft Word, Research, CPR Certified, Critical Thinking, Customer Service, Speech, Teamwork, PowerPoint, Public Speaking, Social Networking
Education
Baylor University
Bachelor of Arts, Communication Sciences and Disorders
Birdville High School 2007 — 2009
Diploma
Fidelity Investments June 2015 - Present
Speechcare Inc July 2014 - May 2015
SpeechCare, Inc. April 2014 - May 2015
Speech, Language, and Learning for Life PC December 2013 - April 2014
It’s A Sensory World May 2013 - April 2014
Anejo Restaurant 2009 - 2009
Skills
Child Development, Event Planning, Teaching, Microsoft Excel, Time Management, Facebook, Team-oriented, Healthcare, Social Media, Tutoring, Microsoft Word, Research, CPR Certified, Critical Thinking, Customer Service, Speech, Teamwork, PowerPoint, Public Speaking, Social Networking
Education
Baylor University
Bachelor of Arts, Communication Sciences and Disorders
Birdville High School 2007 — 2009
Diploma
Kari Manzi's Fidelity Investments Experience August 2006 - December 2007
Job Quality Analyst at The Hanover Insurance Company
Industry Insurance
Experience
The Hanover Insurance Group February 2015 - Present
The Hanover Insurance Group June 2011 - February 2015
The Hanover Insurance Group May 2014 - October 2014
Castle Kids Preschool and Childcare August 2010 - June 2011
Commerce Insurance May 2008 - August 2010
Fidelity Investments August 2006 - December 2007
Putnam School of Early Learning January 2004 - January 2006
Skills
Insurance, Commercial Insurance, Commercial Lines, Inland Marine, Customer Service, Employee Benefits, Claim, General Insurance, Property, Underwriting, Microsoft Office
Education
Bay Path University 2015 — 2017
Master of Education (M.Ed.), Elementary Education and Teaching
Bay Path College
Bachelor of Arts (B.A.) Liberal Studies, Minor in Early Childhood Education and Psychology
The Hanover Insurance Group February 2015 - Present
The Hanover Insurance Group June 2011 - February 2015
The Hanover Insurance Group May 2014 - October 2014
Castle Kids Preschool and Childcare August 2010 - June 2011
Commerce Insurance May 2008 - August 2010
Fidelity Investments August 2006 - December 2007
Putnam School of Early Learning January 2004 - January 2006
Skills
Insurance, Commercial Insurance, Commercial Lines, Inland Marine, Customer Service, Employee Benefits, Claim, General Insurance, Property, Underwriting, Microsoft Office
Education
Bay Path University 2015 — 2017
Master of Education (M.Ed.), Elementary Education and Teaching
Bay Path College
Bachelor of Arts (B.A.) Liberal Studies, Minor in Early Childhood Education and Psychology
Pauline Peterson's Fidelity Investments Experience September 2013 - Present
Job Vice President Branch Office Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments September 2011 - September 2013
Fidelity Investments November 2010 - August 2011
Fidelity Investments October 2003 - October 2010
Education
Bay Path University
BS, Business Management
Fidelity Investments September 2013 - Present
Fidelity Investments September 2011 - September 2013
Fidelity Investments November 2010 - August 2011
Fidelity Investments October 2003 - October 2010
Education
Bay Path University
BS, Business Management
Jennifer LeFort's Fidelity Investments Experience September 2006 - December 2007
Job Sr. IDI Rating Analyst at Unum
Industry Insurance
Experience
Unum August 2012 - Present
Unum February 2008 - August 2012
Macy's September 2009 - June 2012
Fidelity Investments September 2006 - December 2007
Millbury National Bank December 2002 - September 2006
Novak Charter Oak Insurance & Financial Planning September 2005 - May 2006
Skills
Customer Service, Microsoft Excel, Outlook, Microsoft Office, Data Entry, PowerPoint, Microsoft Word, Customer Satisfaction, Sales, Time Management, Administrative..., Project Management, Training, Employee Benefits, Management, Insurance, Leadership
Education
Nichols College 2014 — 2016
Master's Degree, Organizational Leadership
Nichols College 2012 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, Leadership
Bay Path University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
University of London at Royal Holloway 2005 — 2005
Unum August 2012 - Present
Unum February 2008 - August 2012
Macy's September 2009 - June 2012
Fidelity Investments September 2006 - December 2007
Millbury National Bank December 2002 - September 2006
Novak Charter Oak Insurance & Financial Planning September 2005 - May 2006
Skills
Customer Service, Microsoft Excel, Outlook, Microsoft Office, Data Entry, PowerPoint, Microsoft Word, Customer Satisfaction, Sales, Time Management, Administrative..., Project Management, Training, Employee Benefits, Management, Insurance, Leadership
Education
Nichols College 2014 — 2016
Master's Degree, Organizational Leadership
Nichols College 2012 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, Leadership
Bay Path University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
University of London at Royal Holloway 2005 — 2005
Stanley Laroche Stanley Laroche's Fidelity Investments Experience 2007 - 2009
Job SM
Industry Real Estate
Experience
The Bozzuto Group December 2010 - Present
Fidelity Investments 2007 - 2009
Education
Bay State College
The Bozzuto Group December 2010 - Present
Fidelity Investments 2007 - 2009
Education
Bay State College
Jeremy Cartwright Jeremy Cartwright's Fidelity Investments Experience 2005 - October 2007
Job Electronic Branch Manager at Citizens National Bank
Industry Banking
Experience
Citizens National Bank (Henderson, TX) October 2007 - Present
Fidelity Investments 2005 - October 2007
Fidelity Investments 2005 - October 2007
Skills
Banking, Risk Management, Call Centers, Leadership, Relationship Management, Customer Service, CRM, Financial Services, Process Improvement, Vendor Management, Management, Training, Analysis, Team Leadership, Microsoft Office, Business Analysis, Call Center, Account Management, Sales, Team Building, Portfolio Management, Financial Analysis, Mutual Funds, Social Media, Cross-functional Team..., SEO, Graphic Design, Google Analytics, Google Adwords, Blogging, iMovie, Online Marketing, Online Advertising, PPC, Event Planning, Website Updating, Web Content Management, Photoshop, WordPress, Blogger, Banner Ads, Google Webmaster Tools, Google Docs, Local Marketing, Local Search, Sports Coaching, 401k, Microsoft Excel, Strategic Planning
Education
Baylor University 1998 — 2003
BBA, Marketing
The University of Dallas 2004 — 2006
MBA, Management
Valley Mills HS 1994 — 1998
High School Diploma
Citizens National Bank (Henderson, TX) October 2007 - Present
Fidelity Investments 2005 - October 2007
Fidelity Investments 2005 - October 2007
Skills
Banking, Risk Management, Call Centers, Leadership, Relationship Management, Customer Service, CRM, Financial Services, Process Improvement, Vendor Management, Management, Training, Analysis, Team Leadership, Microsoft Office, Business Analysis, Call Center, Account Management, Sales, Team Building, Portfolio Management, Financial Analysis, Mutual Funds, Social Media, Cross-functional Team..., SEO, Graphic Design, Google Analytics, Google Adwords, Blogging, iMovie, Online Marketing, Online Advertising, PPC, Event Planning, Website Updating, Web Content Management, Photoshop, WordPress, Blogger, Banner Ads, Google Webmaster Tools, Google Docs, Local Marketing, Local Search, Sports Coaching, 401k, Microsoft Excel, Strategic Planning
Education
Baylor University 1998 — 2003
BBA, Marketing
The University of Dallas 2004 — 2006
MBA, Management
Valley Mills HS 1994 — 1998
High School Diploma
Diana Palumbo's Fidelity Investments Experience December 1991 - May 2000
Job Vice President Human Resources at Unified Physician Management
Industry Human Resources
Experience
Unified Physician Management March 2014 - Present
National Human Resources Association - South Florida Affiliate February 2012 - April 2014
Kaplan University January 2010 - March 2014
Apollo Health Street June 2003 - January 2010
Zavata June 2003 - August 2007
Horizon Bay Retirement Living October 2002 - June 2003
CGI (formerly IMRglobal) May 2000 - October 2002
Fidelity Investments December 1991 - May 2000
Skills
Talent Acquisition, Employee Relations, Talent Management, Performance Management, Onboarding, HRIS, Succession Planning, Recruiting, Deferred Compensation, Human Resources, Organizational..., Leadership, Management, Hiring, Applicant Tracking..., Career Counseling, Policy, Workforce Planning, Strategy, Employee Engagement, Personnel Management, Coaching, Temporary Placement, Career Development, Interviews, Resume Writing, College Recruiting, New Hire Orientations, Strategic Planning, Training, Leadership Development, Employee Benefits, Benefits Administration, Organizational..., Sourcing, Employee Training, HR Policies, FMLA, Employer Branding, Technical Recruiting
Education
Bentley University 1982 — 1985
B.S., Marketing Management
Bay Path University 1980 — 1982
A.S.
Unified Physician Management March 2014 - Present
National Human Resources Association - South Florida Affiliate February 2012 - April 2014
Kaplan University January 2010 - March 2014
Apollo Health Street June 2003 - January 2010
Zavata June 2003 - August 2007
Horizon Bay Retirement Living October 2002 - June 2003
CGI (formerly IMRglobal) May 2000 - October 2002
Fidelity Investments December 1991 - May 2000
Skills
Talent Acquisition, Employee Relations, Talent Management, Performance Management, Onboarding, HRIS, Succession Planning, Recruiting, Deferred Compensation, Human Resources, Organizational..., Leadership, Management, Hiring, Applicant Tracking..., Career Counseling, Policy, Workforce Planning, Strategy, Employee Engagement, Personnel Management, Coaching, Temporary Placement, Career Development, Interviews, Resume Writing, College Recruiting, New Hire Orientations, Strategic Planning, Training, Leadership Development, Employee Benefits, Benefits Administration, Organizational..., Sourcing, Employee Training, HR Policies, FMLA, Employer Branding, Technical Recruiting
Education
Bentley University 1982 — 1985
B.S., Marketing Management
Bay Path University 1980 — 1982
A.S.
Richard Boone Richard Boone's Fidelity Investments Experience September 2000 - March 2006
Job Internal Audit and Government Compliance at Sierra Nevada Corporation
Industry Defense & Space
Experience
Sierra Nevada Corporation September 2012 - Present
DynCorp International July 2009 - August 2012
Weaver March 2006 - July 2009
Fidelity Investments September 2000 - March 2006
Skills
Risk Assessment, Risk Management, Problem Analysis, Data Analysis, ACL, Project Planning, Training & Development, Audit, Internal Controls, Internal Audit, Report Writing, SOX, Compliance, Cost Accounting, IT Audit, Accounting, Process Improvement, FAR, Cost Accounting..., Auditing, Sarbanes-Oxley Act, Series 7, Series 63, FAR 31, CISA
Education
The George Washington University 2013 — 2015
Master of Science in Government Contracts - School of Business
Baylor University
Bachelor of Arts
The University of Dallas 2003 — 2005
Masters of Science, Accounting
UCLA Extension 2012 — 2013
Government Contract Management Certificate
Sierra Nevada Corporation September 2012 - Present
DynCorp International July 2009 - August 2012
Weaver March 2006 - July 2009
Fidelity Investments September 2000 - March 2006
Skills
Risk Assessment, Risk Management, Problem Analysis, Data Analysis, ACL, Project Planning, Training & Development, Audit, Internal Controls, Internal Audit, Report Writing, SOX, Compliance, Cost Accounting, IT Audit, Accounting, Process Improvement, FAR, Cost Accounting..., Auditing, Sarbanes-Oxley Act, Series 7, Series 63, FAR 31, CISA
Education
The George Washington University 2013 — 2015
Master of Science in Government Contracts - School of Business
Baylor University
Bachelor of Arts
The University of Dallas 2003 — 2005
Masters of Science, Accounting
UCLA Extension 2012 — 2013
Government Contract Management Certificate
Dela Herman Agbo Dela Herman Agbo's Fidelity Investments Experience June 2004 - June 2006
Job Portfolio Compliance Analyst at Babson Capital Management
Industry Investment Management
Experience
EcoCapital Investment Management Limited August 2014 - Present
SAS Investment Management Ltd December 2012 - July 2014
Babson Capital Management June 2011 - August 2012
Babson Capital Management November 2009 - June 2011
SS&C Technologies June 2006 - October 2009
Fidelity Investments June 2004 - June 2006
Citizens Bank June 2002 - June 2004
Skills
Fund Accounting, General Ledger, Financial Reporting, Hedge Funds, Accounting, Performance Measurement, Performance Analysis, Compliance, Asset Management, Financial Modeling, Investment Management, Investments, Portfolio Management, Entrepreneurship, Leadership, Strategy, Financial Analysis
Education
Ghana Stock Exchange 2012 — 2012
Ghana Stock Exchange Certificate, Investments and Securities
Bay Path University 2009 — 2011
Master of Business Administration (MBA), Entrepreneurial Thinking & Innovative Practices
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Operations Mgmt
Quinsigamond Community College 2000 — 2002
Associate of Science (A.S.), Accounting
Anfoega Senior Secondary School - V/R Ghana 1992 — 1995
SSCE, General Arts
EcoCapital Investment Management Limited August 2014 - Present
SAS Investment Management Ltd December 2012 - July 2014
Babson Capital Management June 2011 - August 2012
Babson Capital Management November 2009 - June 2011
SS&C Technologies June 2006 - October 2009
Fidelity Investments June 2004 - June 2006
Citizens Bank June 2002 - June 2004
Skills
Fund Accounting, General Ledger, Financial Reporting, Hedge Funds, Accounting, Performance Measurement, Performance Analysis, Compliance, Asset Management, Financial Modeling, Investment Management, Investments, Portfolio Management, Entrepreneurship, Leadership, Strategy, Financial Analysis
Education
Ghana Stock Exchange 2012 — 2012
Ghana Stock Exchange Certificate, Investments and Securities
Bay Path University 2009 — 2011
Master of Business Administration (MBA), Entrepreneurial Thinking & Innovative Practices
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Operations Mgmt
Quinsigamond Community College 2000 — 2002
Associate of Science (A.S.), Accounting
Anfoega Senior Secondary School - V/R Ghana 1992 — 1995
SSCE, General Arts
Derek Epperson Derek Epperson's Fidelity Investments Experience November 2014 - Present
Job Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments January 2014 - October 2014
Fidelity Investments July 2013 - December 2013
Scott & White Healthcare May 2012 - December 2012
Arizona Cardinals Football Club July 2011 - August 2011
Novation June 2011 - July 2011
Skills
Healthcare Management, Hospitals, Physician Relations, Healthcare, EHR, HIPAA, Revenue Cycle, Physicians, Managed Care, Practice Management, Healthcare Consulting, Performance Improvement, Healthcare Industry, Process Improvement
Education
Baylor University - Hankamer School of Business 2010 — 2013
Master of Business Administration (MBA), Health/Health Care Administration/Management
Baylor University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Management, Information Systems
Fidelity Investments November 2014 - Present
Fidelity Investments January 2014 - October 2014
Fidelity Investments July 2013 - December 2013
Scott & White Healthcare May 2012 - December 2012
Arizona Cardinals Football Club July 2011 - August 2011
Novation June 2011 - July 2011
Skills
Healthcare Management, Hospitals, Physician Relations, Healthcare, EHR, HIPAA, Revenue Cycle, Physicians, Managed Care, Practice Management, Healthcare Consulting, Performance Improvement, Healthcare Industry, Process Improvement
Education
Baylor University - Hankamer School of Business 2010 — 2013
Master of Business Administration (MBA), Health/Health Care Administration/Management
Baylor University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Management, Information Systems
Christine Cannon Fredericks Christine Cannon Fredericks's Fidelity Investments Experience September 1993 - December 2002
Job Contract Recruiter at SIG SAUER, Inc.
Industry Human Resources
Experience
SIG SAUER, Inc. February 2015 - Present
Merchants Fleet Management September 2014 - January 2015
A&A Search November 2013 - August 2014
Self-Employed April 2005 - May 2014
Silver Star Treasures October 2002 - December 2005
Fidelity Investments September 1993 - December 2002
Kenda Systems 1987 - 1993
Skills
Talent Acquisition, Recruiting, Talent Management, Human Resources, Technical Recruiting, Program Management, Sales, Team Building, New Business Development, Retail, Temporary Placement, Customer Service, Customer Satisfaction, Hiring, Temporary Staffing, Sourcing, Training, Account Management, Cold Calling, Leadership, Vendor Management, Onboarding, Employee Relations, Coaching, College Recruiting, Applicant Tracking..., Staffing Services
Education
Bates College
Bachelor of Arts (BA), Sociology
Guilford High School
Diploma, College Prep.
SIG SAUER, Inc. February 2015 - Present
Merchants Fleet Management September 2014 - January 2015
A&A Search November 2013 - August 2014
Self-Employed April 2005 - May 2014
Silver Star Treasures October 2002 - December 2005
Fidelity Investments September 1993 - December 2002
Kenda Systems 1987 - 1993
Skills
Talent Acquisition, Recruiting, Talent Management, Human Resources, Technical Recruiting, Program Management, Sales, Team Building, New Business Development, Retail, Temporary Placement, Customer Service, Customer Satisfaction, Hiring, Temporary Staffing, Sourcing, Training, Account Management, Cold Calling, Leadership, Vendor Management, Onboarding, Employee Relations, Coaching, College Recruiting, Applicant Tracking..., Staffing Services
Education
Bates College
Bachelor of Arts (BA), Sociology
Guilford High School
Diploma, College Prep.
Ann Lane Ann Lane's Fidelity Investments Experience 2000 - 2005
Job Training Manager at First Rate, Inc.
Industry Financial Services
Experience
First Rate, Inc. April 2013 - Present
First Rate March 2005 - April 2013
First Rate, Inc March 2005 - March 2010
Fidelity Investments 2000 - 2005
SEI 1991 - 1996
Skills
Access, Account Management, Business Analysis, Customer Service, Data Analysis, Equities, Finance, Financial Analysis, Fixed Income, Investments, MS Project, Marketing Strategy, Microsoft Excel, Microsoft Office, Mutual Funds, New Business Development, PowerPoint, Software Documentation, Team Building, Team Leadership, Training, Strategic Planning
Education
Baylor University 1975 — 1976
M.S., Speech Pathology; Audiology
Harding University 1971 — 1975
B.S., Speech Therapy
First Rate, Inc. April 2013 - Present
First Rate March 2005 - April 2013
First Rate, Inc March 2005 - March 2010
Fidelity Investments 2000 - 2005
SEI 1991 - 1996
Skills
Access, Account Management, Business Analysis, Customer Service, Data Analysis, Equities, Finance, Financial Analysis, Fixed Income, Investments, MS Project, Marketing Strategy, Microsoft Excel, Microsoft Office, Mutual Funds, New Business Development, PowerPoint, Software Documentation, Team Building, Team Leadership, Training, Strategic Planning
Education
Baylor University 1975 — 1976
M.S., Speech Pathology; Audiology
Harding University 1971 — 1975
B.S., Speech Therapy
Bryan Rivard Bryan Rivard's Fidelity Investments Experience July 2015 - Present
Job Systems Analyst at Fidelity Investments
Industry
Experience
Fidelity Investments July 2015 - Present
State Senate Campaign July 2014 - August 2014
Koru, Inc June 2014 - July 2014
Fidelity Investments June 2013 - September 2013
Qponify LLC September 2012 - September 2013
Sleek Sleeves, LLC May 2012 - August 2012
Skills
Financial Analysis, Economics, Mathematics, Strategy, Leadership, Entrepreneurship, Mobile Devices, Statistics, Data Analysis, Analysis, Macroeconomics, Econometrics, Analytics, Microsoft Office
Education
Bates College 2011 — 2015
Bachelor’s Degree, Economics, 3.84 GPA
The Derryfield School 2007 — 2011
Graduated with Highest Honors
Fidelity Investments July 2015 - Present
State Senate Campaign July 2014 - August 2014
Koru, Inc June 2014 - July 2014
Fidelity Investments June 2013 - September 2013
Qponify LLC September 2012 - September 2013
Sleek Sleeves, LLC May 2012 - August 2012
Skills
Financial Analysis, Economics, Mathematics, Strategy, Leadership, Entrepreneurship, Mobile Devices, Statistics, Data Analysis, Analysis, Macroeconomics, Econometrics, Analytics, Microsoft Office
Education
Bates College 2011 — 2015
Bachelor’s Degree, Economics, 3.84 GPA
The Derryfield School 2007 — 2011
Graduated with Highest Honors
Peter Nikitas Peter Nikitas's Fidelity Investments Experience January 2001 - Present
Job Financial Services
Industry Financial Services
Experience
Fidelity Investments January 2001 - Present
Morgan Stanley May 1998 - January 2001
PNA 1988 - 1998
Education
Bates College 1979 — 1983
BA, Economics
Fidelity Investments January 2001 - Present
Morgan Stanley May 1998 - January 2001
PNA 1988 - 1998
Education
Bates College 1979 — 1983
BA, Economics
Russell Latham Russell Latham's Fidelity Investments Experience March 2014 - Present
Job Fidelity SelectCo
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Lovely October 2013 - January 2014
BlackRock October 2010 - October 2013
BlackRock August 2005 - September 2010
Skills
Hedge Funds, ETFs, Asset Management, Trading, Capital Markets, Fixed Income, iShares ETFs
Education
Bates College 2001 — 2005
Bachelor's degree, Economics, English
Fidelity Investments March 2014 - Present
Lovely October 2013 - January 2014
BlackRock October 2010 - October 2013
BlackRock August 2005 - September 2010
Skills
Hedge Funds, ETFs, Asset Management, Trading, Capital Markets, Fixed Income, iShares ETFs
Education
Bates College 2001 — 2005
Bachelor's degree, Economics, English
Chip McLetchie Chip McLetchie's Fidelity Investments Experience January 2013 - Present
Job Vice President Regional Brokerage Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
Fidelity Investments November 2011 - January 2013
Fidelity Investments May 2007 - November 2011
Fidelity Investments May 2005 - May 2007
Fidelity Investments June 2004 - May 2005
Skills
Series 63, Series 7, Mutual Funds, Fixed Income, Bloomberg, Equities, Investments, Strategic Financial..., Financial Services, Portfolio Management, Series 4, Life & Health Insurance...
Education
Northeastern University 2009 — 2013
MBA, Finance
Bates College 2000 — 2004
BA Economics
Fidelity Investments January 2013 - Present
Fidelity Investments November 2011 - January 2013
Fidelity Investments May 2007 - November 2011
Fidelity Investments May 2005 - May 2007
Fidelity Investments June 2004 - May 2005
Skills
Series 63, Series 7, Mutual Funds, Fixed Income, Bloomberg, Equities, Investments, Strategic Financial..., Financial Services, Portfolio Management, Series 4, Life & Health Insurance...
Education
Northeastern University 2009 — 2013
MBA, Finance
Bates College 2000 — 2004
BA Economics
A. T. White A. T. White's Fidelity Investments Experience 2000 - 2003
Job Owner at Appraisal Solutions
Industry Real Estate
Experience
Appraisal Solutions September 2003 - Present
All About Roofing & Construction September 2003 - Present
Fidelity Investments 2000 - 2003
Skills
Appraisals, Investment Properties, Property, Income Properties, Townhomes, New Home Sales, Real Estate, REO, HUD, Referrals, New Homes, Real Property, FHA, Real Estate Development, Single Family Homes, Contract Negotiation
Education
Baylor University 1986 — 1989
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Marketing
Richfield-Waco 1970 — 1973
Lake Air Jr. High
Appraisal Solutions September 2003 - Present
All About Roofing & Construction September 2003 - Present
Fidelity Investments 2000 - 2003
Skills
Appraisals, Investment Properties, Property, Income Properties, Townhomes, New Home Sales, Real Estate, REO, HUD, Referrals, New Homes, Real Property, FHA, Real Estate Development, Single Family Homes, Contract Negotiation
Education
Baylor University 1986 — 1989
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Marketing
Richfield-Waco 1970 — 1973
Lake Air Jr. High
Ashley Abraham Ashley Abraham's Fidelity Investments Experience 2008 - 2009
Job Practice Administrator at Skypoint Medical Center
Industry Hospital & Health Care
Experience
Skypoint Medical Center September 2014 - Present
Fidelity Investments 2008 - 2009
Skills
Customer-focused Service, Time Management, Critical Thinking, Computer Proficiency, Outstanding..., Teamwork, Team Leadership, Management, Healthcare, Leadership, Data Analysis, Access, Public Speaking, Financial Analysis, Microsoft Office
Education
ECPI University 2011 — 2013
Bachelor’s Degree, Health Care Administration
Baylor University 2007 — 2008
Skypoint Medical Center September 2014 - Present
Fidelity Investments 2008 - 2009
Skills
Customer-focused Service, Time Management, Critical Thinking, Computer Proficiency, Outstanding..., Teamwork, Team Leadership, Management, Healthcare, Leadership, Data Analysis, Access, Public Speaking, Financial Analysis, Microsoft Office
Education
ECPI University 2011 — 2013
Bachelor’s Degree, Health Care Administration
Baylor University 2007 — 2008
Katie Childs Sayles's Fidelity Investments Experience June 2008 - July 2014
Job
Industry Real Estate
Experience
Finnegan Development October 2014 - Present
Fidelity Investments June 2008 - July 2014
First Marblehead November 2007 - May 2008
Arnold June 2005 - November 2007
Blacksmith Applications, Inc. June 2004 - June 2005
Skills
Mobile Producer, Mobile Devices, Online Advertising, Digital Marketing, Advertising, Direct Marketing, Strategy, Creative Strategy, Brand Management, Digital Strategy, Email Marketing, Integrated Marketing, Interactive Advertising, Management, Marketing, Marketing Strategy, Social Media
Education
Bates College 2000 — 2004
Bachelors, Psychology, Philosophy
Brooks School
Finnegan Development October 2014 - Present
Fidelity Investments June 2008 - July 2014
First Marblehead November 2007 - May 2008
Arnold June 2005 - November 2007
Blacksmith Applications, Inc. June 2004 - June 2005
Skills
Mobile Producer, Mobile Devices, Online Advertising, Digital Marketing, Advertising, Direct Marketing, Strategy, Creative Strategy, Brand Management, Digital Strategy, Email Marketing, Integrated Marketing, Interactive Advertising, Management, Marketing, Marketing Strategy, Social Media
Education
Bates College 2000 — 2004
Bachelors, Psychology, Philosophy
Brooks School
Lauren M. Lemanski's Fidelity Investments Experience April 2013 - June 2014
Job Administrative Assistant I at MassDOT DesignBuild Highway/Construction Division
Industry Executive Office
Experience
MassDOT June 2014 - Present
Fidelity Investments April 2013 - June 2014
Massachusetts General Hospital thru Bulfinch Temps March 2012 - April 2013
Fidelity Investments July 2006 - August 2011
Fidelity Investments August 2000 - June 2006
State Street Bank August 1996 - August 2000
John Hancock Life Insurance Company August 1995 - April 1996
Metropolitan Properties of America, Inc. February 1994 - April 1995
BayBank March 1989 - October 1993
Skills
PowerPoint, Outlook, Word, Excel, Photoshop, Administration, Adobe Acrobat, Event Planning, Teamwork, Conferences, Lotus Notes, Administrative Support, Visio, Access, Administrative..., Administrative..., Interviews, Management, Microsoft Excel, Office Management, Microsoft Word, System Administration, Training, Time Management, Accounts Payable, Editing
Education
North Shore Community College 2010 — 2011
Certificate, Microsoft Office 2007 (XMO)
Bay State College 1992 — 1996
Associate's Degree, Business Administration
Katharine Gibbs School 1991 — 1992
Executive Assistant/Executive Secretary
Ipswich High School 1982 — 1986
High School, General Studies
MassDOT June 2014 - Present
Fidelity Investments April 2013 - June 2014
Massachusetts General Hospital thru Bulfinch Temps March 2012 - April 2013
Fidelity Investments July 2006 - August 2011
Fidelity Investments August 2000 - June 2006
State Street Bank August 1996 - August 2000
John Hancock Life Insurance Company August 1995 - April 1996
Metropolitan Properties of America, Inc. February 1994 - April 1995
BayBank March 1989 - October 1993
Skills
PowerPoint, Outlook, Word, Excel, Photoshop, Administration, Adobe Acrobat, Event Planning, Teamwork, Conferences, Lotus Notes, Administrative Support, Visio, Access, Administrative..., Administrative..., Interviews, Management, Microsoft Excel, Office Management, Microsoft Word, System Administration, Training, Time Management, Accounts Payable, Editing
Education
North Shore Community College 2010 — 2011
Certificate, Microsoft Office 2007 (XMO)
Bay State College 1992 — 1996
Associate's Degree, Business Administration
Katharine Gibbs School 1991 — 1992
Executive Assistant/Executive Secretary
Ipswich High School 1982 — 1986
High School, General Studies
Alex Strekel's Fidelity Investments Experience March 2007 - April 2008
Job Business Development Executive at Clearwater Analytics
Industry Financial Services
Experience
Clearwater Analytics June 2015 - Present
General Re - New England Asset Management June 2009 - May 2015
Fidelity Capital Markets May 2008 - May 2009
Fidelity Investments March 2007 - April 2008
Fidelity Investments May 2006 - March 2007
Thomson Financial May 2005 - May 2006
Thomson Financial January 2005 - May 2005
Skills
Strategy, CRM, Investments, Portfolio Management, Risk Management, Management, Trading, Market Research, Sales, Capital Markets, Business Planning, New Business Development, Banking, Bonds, Product Development, Financial Services, Alternative Investments, Fixed Income, Customer Service, Account Management, Engaging Public Speaker, Thought Leadership, Team Building, Investment Strategies, Leadership Development
Education
Bates College 2000 — 2004
Xavier High School 1996 — 2000
Clearwater Analytics June 2015 - Present
General Re - New England Asset Management June 2009 - May 2015
Fidelity Capital Markets May 2008 - May 2009
Fidelity Investments March 2007 - April 2008
Fidelity Investments May 2006 - March 2007
Thomson Financial May 2005 - May 2006
Thomson Financial January 2005 - May 2005
Skills
Strategy, CRM, Investments, Portfolio Management, Risk Management, Management, Trading, Market Research, Sales, Capital Markets, Business Planning, New Business Development, Banking, Bonds, Product Development, Financial Services, Alternative Investments, Fixed Income, Customer Service, Account Management, Engaging Public Speaker, Thought Leadership, Team Building, Investment Strategies, Leadership Development
Education
Bates College 2000 — 2004
Xavier High School 1996 — 2000
Tim Lundergan's Fidelity Investments Experience 2000 - Present
Job Editor/Director at Fidelity
Industry Financial Services
Experience
Sarus Beyond Borders January 2014 - Present
Fidelity Investments 2000 - Present
Fidelity September 1996 - Present
Community Newspaper Co. September 1991 - October 1996
Skills
Editing
Education
Harvard University, John F. Kennedy School of Government 1989 — 1990
M.P.A., Public Administration
Stanford University 1981 — 1982
M.A., Communication, Print Journalism
Bates College 1975 — 1979
B.A., English Literature
Sarus Beyond Borders January 2014 - Present
Fidelity Investments 2000 - Present
Fidelity September 1996 - Present
Community Newspaper Co. September 1991 - October 1996
Skills
Editing
Education
Harvard University, John F. Kennedy School of Government 1989 — 1990
M.P.A., Public Administration
Stanford University 1981 — 1982
M.A., Communication, Print Journalism
Bates College 1975 — 1979
B.A., English Literature
Christopher Sporcic's Fidelity Investments Experience August 2006 - June 2007
Job Student at Duke University's Fuqua School of Business
Industry Investment Management
Experience
Oak Value Capital Management June 2009 - December 2009
Fidelity Iinvestments May 2007 - July 2008
Fidelity Investments August 2006 - June 2007
Financial Research Corporation August 2003 - August 2006
Education
Duke University - The Fuqua School of Business 2008 — 2010
Master, Business Administration; Finance and Decision Sciences
Bates College 1997 — 2001
Bachelor of Science, Physics; Mathematics
Oak Value Capital Management June 2009 - December 2009
Fidelity Iinvestments May 2007 - July 2008
Fidelity Investments August 2006 - June 2007
Financial Research Corporation August 2003 - August 2006
Education
Duke University - The Fuqua School of Business 2008 — 2010
Master, Business Administration; Finance and Decision Sciences
Bates College 1997 — 2001
Bachelor of Science, Physics; Mathematics
Beth Walsh Zuniga's Fidelity Investments Experience August 2011 - Present
Job Design Director at Fidelity Investments
Industry Design
Experience
Fidelity Investments August 2011 - Present
New York Life Insurance Company June 2010 - August 2011
Ringel Rice, LLC March 2009 - March 2010
Fidelity Investments February 2001 - February 2009
Fidelity Investments July 1999 - January 2001
Fidelity Investments May 1993 - June 1999
Skills
User-centered Design, User Experience, Information Architecture, Interaction Design, Information Design, User Interface Design, Agile Methodologies, User Experience Design, Usability Testing, Usability, User Interface, Experience Design, Web Design, Creative Direction
Education
Bates College 1987 — 1991
BA, German Language and Literature
University of Tübingen 1989 — 1990
JYA, German Language and Literature
Mount Saint Joseph Academy 1983 — 1987
HS Diploma, General
Fidelity Investments August 2011 - Present
New York Life Insurance Company June 2010 - August 2011
Ringel Rice, LLC March 2009 - March 2010
Fidelity Investments February 2001 - February 2009
Fidelity Investments July 1999 - January 2001
Fidelity Investments May 1993 - June 1999
Skills
User-centered Design, User Experience, Information Architecture, Interaction Design, Information Design, User Interface Design, Agile Methodologies, User Experience Design, Usability Testing, Usability, User Interface, Experience Design, Web Design, Creative Direction
Education
Bates College 1987 — 1991
BA, German Language and Literature
University of Tübingen 1989 — 1990
JYA, German Language and Literature
Mount Saint Joseph Academy 1983 — 1987
HS Diploma, General
Natalie Herald's Fidelity Investments Experience August 2010 - Present
Job Fidelity Investments
Industry Real Estate
Experience
Fidelity Investments August 2010 - Present
KeyBank Real Estate Capital October 2007 - August 2010
Bank of America July 1999 - March 2007
Skills
Commercial Real Estate, Loans, Real Estate, Investments, Mezzanine, Asset Management, Portfolio Management, Real Estate Economics, Valuation, Capital Markets, Credit, Banking, Due Diligence, Financial Modeling, Credit Analysis, Underwriting
Education
Bates College 1995 — 1999
Bachelor of Arts (B.A.)
Fidelity Investments August 2010 - Present
KeyBank Real Estate Capital October 2007 - August 2010
Bank of America July 1999 - March 2007
Skills
Commercial Real Estate, Loans, Real Estate, Investments, Mezzanine, Asset Management, Portfolio Management, Real Estate Economics, Valuation, Capital Markets, Credit, Banking, Due Diligence, Financial Modeling, Credit Analysis, Underwriting
Education
Bates College 1995 — 1999
Bachelor of Arts (B.A.)
Andy Jarrett's Fidelity Investments Experience June 2012 - Present
Job Director, Technology Risk Management at Fidelity Investments
Industry Computer & Network Security
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments April 2001 - June 2012
Vectrix.com February 2000 - April 2001
Interstate Batteries May 1998 - February 2000
Skills
CISSP, Information Security, Computer Security, Security Operations..., Disaster Recovery, PCI DSS, Vulnerability Management, IT Risk Management, Information Security..., Security, Vulnerability Assessment, Enterprise Architecture, Risk Management, Business Continuity, ITIL, Vendor Management
Education
Baylor University 1994 — 1998
Fidelity Investments June 2012 - Present
Fidelity Investments April 2001 - June 2012
Vectrix.com February 2000 - April 2001
Interstate Batteries May 1998 - February 2000
Skills
CISSP, Information Security, Computer Security, Security Operations..., Disaster Recovery, PCI DSS, Vulnerability Management, IT Risk Management, Information Security..., Security, Vulnerability Assessment, Enterprise Architecture, Risk Management, Business Continuity, ITIL, Vendor Management
Education
Baylor University 1994 — 1998
Holly Mackintosh's Fidelity Investments Experience September 2008 - December 2009
Job Director, DB Process at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments September 2008 - December 2009
ExcellerateHRO April 2005 - September 2008
Towers Perrin 1994 - 2005
Education
Bates College 1991 — 1991
Fidelity Investments September 2008 - December 2009
ExcellerateHRO April 2005 - September 2008
Towers Perrin 1994 - 2005
Education
Bates College 1991 — 1991
Angie Mossburg's Fidelity Investments Experience 1995 - 2000
Job Data Analyst at Verizon
Industry Telecommunications
Experience
Verizon Project ManagerAllegiance Telecom2000 - 2003
Fidelity Investments 1995 - 2000
Skills
Systems Analysis, Telecommunications, Management, SDLC, Visio, Business Analysis, Business Intelligence, Vendor Management, SQL, Requirements Analysis, Software Project..., Integration, Program Management, Project Management, Process Improvement, Team Leadership, MS Project, Requirements Gathering, Business Process, Data Warehousing
Education
Baylor University 1983 — 1988
Verizon Project ManagerAllegiance Telecom2000 - 2003
Fidelity Investments 1995 - 2000
Skills
Systems Analysis, Telecommunications, Management, SDLC, Visio, Business Analysis, Business Intelligence, Vendor Management, SQL, Requirements Analysis, Software Project..., Integration, Program Management, Project Management, Process Improvement, Team Leadership, MS Project, Requirements Gathering, Business Process, Data Warehousing
Education
Baylor University 1983 — 1988
Laura Gomes, CFP®'s Fidelity Investments Experience July 2014 - Present
Job Director, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Northwestern Mutual September 2004 - July 2014
MFS Investment Management June 1999 - June 2004
Skills
Series 7, Retirement Planning, Strategic Financial..., Certified Financial..., Series 63, Retirement, Mutual Funds, Asset Allocation, Investments, Fixed Annuities, Investment Advisory, Securities, Portfolio Management, 401k, Disability Insurance, Series 6, Personal Financial..., Series 65, Relationship Management, Investment Strategies, chartered financial..., chartered life...
Education
Bates College 1995 — 1999
Bachelor of Arts (B.A.), French Studies, Economics
Niskayuna High School
Fidelity Investments July 2014 - Present
Northwestern Mutual September 2004 - July 2014
MFS Investment Management June 1999 - June 2004
Skills
Series 7, Retirement Planning, Strategic Financial..., Certified Financial..., Series 63, Retirement, Mutual Funds, Asset Allocation, Investments, Fixed Annuities, Investment Advisory, Securities, Portfolio Management, 401k, Disability Insurance, Series 6, Personal Financial..., Series 65, Relationship Management, Investment Strategies, chartered financial..., chartered life...
Education
Bates College 1995 — 1999
Bachelor of Arts (B.A.), French Studies, Economics
Niskayuna High School
Brooke Carey's Fidelity Investments Experience May 2014 - Present
Job Director of Internal Communications at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2014 - Present
Sappi Fine Paper January 2009 - May 2014
Sappi Fine Paper February 2006 - January 2009
Morrissey & Company Public Relations / Reputation Management 2004 - 2006
Boston University 2001 - 2004
Skills
Corporate Communications, B2B, Advertising, Messaging, Competitive Analysis, Marketing Management, Direct Mail, Media Relations, Strategic Communications, Account Management, Public Relations, Direct Marketing, Reputation Management, Marketing Strategy, Social Media, Public Speaking, Product Development, Packaging, Marketing, Pricing, Social Media Marketing, Brand Development, New Business Development, Strategic Planning, Email Marketing, Marketing Communications, Cross-functional Team..., Brand Management, Business Development, Business Strategy, CRM, Crisis Communications, Integrated Marketing, International Sales, Key Account Management, Market Research, Newsletters, Online Marketing, P, Product Management, Product Marketing, Strategy
Education
Northeastern University - Graduate School of Business Administration 2007 — 2008
MBA, Global Business
Boston University 2002 — 2005
MS, Corporate Public Relations
Bates College 1997 — 2001
Bachelor of Arts (B.A.), Psychology
Fidelity Investments May 2014 - Present
Sappi Fine Paper January 2009 - May 2014
Sappi Fine Paper February 2006 - January 2009
Morrissey & Company Public Relations / Reputation Management 2004 - 2006
Boston University 2001 - 2004
Skills
Corporate Communications, B2B, Advertising, Messaging, Competitive Analysis, Marketing Management, Direct Mail, Media Relations, Strategic Communications, Account Management, Public Relations, Direct Marketing, Reputation Management, Marketing Strategy, Social Media, Public Speaking, Product Development, Packaging, Marketing, Pricing, Social Media Marketing, Brand Development, New Business Development, Strategic Planning, Email Marketing, Marketing Communications, Cross-functional Team..., Brand Management, Business Development, Business Strategy, CRM, Crisis Communications, Integrated Marketing, International Sales, Key Account Management, Market Research, Newsletters, Online Marketing, P, Product Management, Product Marketing, Strategy
Education
Northeastern University - Graduate School of Business Administration 2007 — 2008
MBA, Global Business
Boston University 2002 — 2005
MS, Corporate Public Relations
Bates College 1997 — 2001
Bachelor of Arts (B.A.), Psychology
Peter Cimini's Fidelity Investments Experience 2007 - Present
Job Corporate Trader at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets May 2009 - Present
Fidelity Investments 2007 - Present
Skills
Bloomberg, Fixed Income
Education
Bates College 2000 — 2004
Fidelity Capital Markets May 2009 - Present
Fidelity Investments 2007 - Present
Skills
Bloomberg, Fixed Income
Education
Bates College 2000 — 2004
Ashli Dennehy's Fidelity Investments Experience September 2014 - Present
Job Sourcing Manager
Industry Financial Services
Experience
Fidelity Investments September 2014 - Present
CH2M HILL August 2012 - September 2014
CH2M HILL May 2011 - November 2012
The Shaw Group April 2007 - June 2011
RE/MAX of Boulder July 2002 - May 2006
Skills
Oil, Mining, Construction, Excel, Power, Logistics, procurement, expediting, Expediting, Petroleum, Procurement, Microsoft Excel, Project Planning, Purchasing, Cost Control, Energy, Negotiation, Microsoft Office, Contract Management, Primavera P6, Strategic Sourcing, Commissioning, Engineering, Supervisory Skills, EPC, Supply Management, Contract Negotiation, Sourcing, Oil/Gas, Materials Management, Materials, Petrochemical, Pipelines, Energy Industry
Education
University of Colorado at Boulder 2002 — 2005
Bachelor of Science, Psychology
Baylor University 2001 — 2002
Fidelity Investments September 2014 - Present
CH2M HILL August 2012 - September 2014
CH2M HILL May 2011 - November 2012
The Shaw Group April 2007 - June 2011
RE/MAX of Boulder July 2002 - May 2006
Skills
Oil, Mining, Construction, Excel, Power, Logistics, procurement, expediting, Expediting, Petroleum, Procurement, Microsoft Excel, Project Planning, Purchasing, Cost Control, Energy, Negotiation, Microsoft Office, Contract Management, Primavera P6, Strategic Sourcing, Commissioning, Engineering, Supervisory Skills, EPC, Supply Management, Contract Negotiation, Sourcing, Oil/Gas, Materials Management, Materials, Petrochemical, Pipelines, Energy Industry
Education
University of Colorado at Boulder 2002 — 2005
Bachelor of Science, Psychology
Baylor University 2001 — 2002
Ruth Droescher's Fidelity Investments Experience August 2007 - July 2009
Job Director of Payment Innovation at Wellpoint
Industry Insurance
Experience
Wellpoint / Anthem Blue Cross and Blue Shield of New Hampshire October 2012 - Present
CIGNA Healthcare August 2010 - September 2012
Fidelity Investments August 2007 - July 2009
Fidelity Investments December 2000 - August 2007
Harvard Pilgrim Health Care 1996 - 2000
Oxford Health Plans 1995 - 1996
Skills
Process Improvement, Business Analysis, Visio, Analysis, Microsoft Excel, Data Analysis, Risk Management, Program Management, Finance, Leadership, Access, Business Process...
Education
Scarborough high school
University of Massachusetts Lowell
MHA, Master of Health Administration with focus on Finance and Strategic Planning
Bates College
BS, biology
Wellpoint / Anthem Blue Cross and Blue Shield of New Hampshire October 2012 - Present
CIGNA Healthcare August 2010 - September 2012
Fidelity Investments August 2007 - July 2009
Fidelity Investments December 2000 - August 2007
Harvard Pilgrim Health Care 1996 - 2000
Oxford Health Plans 1995 - 1996
Skills
Process Improvement, Business Analysis, Visio, Analysis, Microsoft Excel, Data Analysis, Risk Management, Program Management, Finance, Leadership, Access, Business Process...
Education
Scarborough high school
University of Massachusetts Lowell
MHA, Master of Health Administration with focus on Finance and Strategic Planning
Bates College
BS, biology
Terri Argall's Fidelity Investments Experience Director at Fidelity InvestmentsFidelity Investments1988 - 2009
Job Director at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments Director at Fidelity InvestmentsFidelity Investments1988 - 2009
Education
Bryant University 1985 — 1987
BS, Computer Information Systems
Bay Path University 1983 — 1985
Associate of Science, Computer Technology
Fidelity Investments Director at Fidelity InvestmentsFidelity Investments1988 - 2009
Education
Bryant University 1985 — 1987
BS, Computer Information Systems
Bay Path University 1983 — 1985
Associate of Science, Computer Technology
Leanne Valade's Fidelity Investments Experience January 2011 - Present
Job Vice President Asset Allocation Division Product Management
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Fidelity 1995 - Present
Education
Bates College 1981 — 1985
Fidelity Investments January 2011 - Present
Fidelity 1995 - Present
Education
Bates College 1981 — 1985
J. William Benintende's Fidelity Investments Experience 1987 - 1991
Job VP, Public Relations/Marketing Communications at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust Director, Corporate CommunicationsGoldK, Inc.2000 - 2003
John Hancock Funds 1991 - 2000
Fidelity Investments 1987 - 1991
Education
Bates College
BA, Economics
Wilmington Trust Director, Corporate CommunicationsGoldK, Inc.2000 - 2003
John Hancock Funds 1991 - 2000
Fidelity Investments 1987 - 1991
Education
Bates College
BA, Economics
Brian Roach's Fidelity Investments Experience 2006 - Present
Job Senior Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2006 - Present
MFS Investment Management November 1995 - November 2006
Education
Bates College 1991 — 1995
BA, History
Fidelity Investments 2006 - Present
MFS Investment Management November 1995 - November 2006
Education
Bates College 1991 — 1995
BA, History
David Bousquet's Fidelity Investments Experience January 2013 - Present
Job CISA, CISM, CISSP Sr. IT Audit Manager at FMR Co.
Industry Financial Services
Experience
Fidelity Investments January 2013 - Present
FMR Co. January 2007 - December 2012
Iron Mountain January 2006 - September 2006
bcgi September 2004 - December 2005
FHLB Boston March 2001 - September 2004
Federal Home Loan Bank of Boston 2001 - 2004
PricewaterhouseCoopers 2000 - 2001
Arthur Andersen LLP 1998 - 2000
Converse 1996 - 1998
Skills
Disaster Recovery, Risk Management, Enterprise Risk..., Solution Design, IT Audit, Compliance, Security, Business Continuity, Information Security
Education
Bentley University 1988 — 1991
BS, Finance
Bates College 1986 — 1987
Fidelity Investments January 2013 - Present
FMR Co. January 2007 - December 2012
Iron Mountain January 2006 - September 2006
bcgi September 2004 - December 2005
FHLB Boston March 2001 - September 2004
Federal Home Loan Bank of Boston 2001 - 2004
PricewaterhouseCoopers 2000 - 2001
Arthur Andersen LLP 1998 - 2000
Converse 1996 - 1998
Skills
Disaster Recovery, Risk Management, Enterprise Risk..., Solution Design, IT Audit, Compliance, Security, Business Continuity, Information Security
Education
Bentley University 1988 — 1991
BS, Finance
Bates College 1986 — 1987
Roy F Lockhart's Fidelity Investments Experience January 2007 - November 2008
Job Director of Quality Assurance at UpToDate
Industry Hospital & Health Care
Experience
UpToDate January 2009 - July 2015
Fidelity Investments January 2007 - November 2008
Fidelity Investments May 2005 - December 2006
Fidelity Investments April 1996 - May 2005
Fidelity Investments May 1995 - March 1996
Dun & Bradstreet Software October 1992 - May 1995
Skills
SDLC, User Acceptance Testing, Agile Methodologies, Software Quality..., Quality Assurance, Testing, Test Management, Test Planning, System Testing, Performance Testing, Regression Testing, Test Strategy, Process Improvement, Program Management
Education
Bates College 1972 — 1976
BA, Government
Bentley University 1982 — 1987
MBA, Computer Information Systems
UpToDate January 2009 - July 2015
Fidelity Investments January 2007 - November 2008
Fidelity Investments May 2005 - December 2006
Fidelity Investments April 1996 - May 2005
Fidelity Investments May 1995 - March 1996
Dun & Bradstreet Software October 1992 - May 1995
Skills
SDLC, User Acceptance Testing, Agile Methodologies, Software Quality..., Quality Assurance, Testing, Test Management, Test Planning, System Testing, Performance Testing, Regression Testing, Test Strategy, Process Improvement, Program Management
Education
Bates College 1972 — 1976
BA, Government
Bentley University 1982 — 1987
MBA, Computer Information Systems
Elana Webb's Fidelity Investments Experience 1993 - 1997
Job Human Resources Consultant at Boston Red Sox
Industry Human Resources
Experience
Boston Red Sox June 2012 - Present
Boston Red Sox Baseball Club May 2008 - June 2012
Plymouth Rock Assurance Corp 2005 - 2007
BankBoston 1997 - 2003
Fidelity Investments 1993 - 1997
Education
Bates College 1981 — 1985
BA, Psychology
Ward Melville High School 1978 — 1981
HS Diploma
Boston Red Sox June 2012 - Present
Boston Red Sox Baseball Club May 2008 - June 2012
Plymouth Rock Assurance Corp 2005 - 2007
BankBoston 1997 - 2003
Fidelity Investments 1993 - 1997
Education
Bates College 1981 — 1985
BA, Psychology
Ward Melville High School 1978 — 1981
HS Diploma
Daniel Chisholm's Fidelity Investments Experience August 2006 - Present
Job Attorney at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2006 - Present
Ropes & Gray LLP October 2002 - August 2006
Education
Suffolk University Law School 1999 — 2002
JD, Law
Bates College 1994 — 1998
BS, Biology
Fidelity Investments August 2006 - Present
Ropes & Gray LLP October 2002 - August 2006
Education
Suffolk University Law School 1999 — 2002
JD, Law
Bates College 1994 — 1998
BS, Biology
David Atlas's Fidelity Investments Experience January 2011 - Present
Job Greenplum Database Administrator
Industry Financial Services
Experience
Fidelity Investments January 2011 - Present
Financial Information Services Agency, N.Y.C. January 2011 - August 2011
Allscripts June 2010 - February 2011
FIDELITY INVESTMENTS July 1992 - April 2010
COMPUTER SCIENCES CORPORATION, Wellesley, MA 1987 - 1992
PEGASYSTEMS 1984 - 1987
NORDEN SYSTEMS,Hudson, NH 1983 - 1984
Skills
Oracle, Databases, Disaster Recovery, Database Administration, Performance Tuning, Microsoft SQL Server, Management, Project Management, Leadership, SQL, Data Warehousing, High Availability, Quality Assurance, Oracle RAC, Greenplum, Hadoop, hive, PL/SQL
Education
Bates College 1978 — 1983
BA, Biology
Fidelity Investments January 2011 - Present
Financial Information Services Agency, N.Y.C. January 2011 - August 2011
Allscripts June 2010 - February 2011
FIDELITY INVESTMENTS July 1992 - April 2010
COMPUTER SCIENCES CORPORATION, Wellesley, MA 1987 - 1992
PEGASYSTEMS 1984 - 1987
NORDEN SYSTEMS,Hudson, NH 1983 - 1984
Skills
Oracle, Databases, Disaster Recovery, Database Administration, Performance Tuning, Microsoft SQL Server, Management, Project Management, Leadership, SQL, Data Warehousing, High Availability, Quality Assurance, Oracle RAC, Greenplum, Hadoop, hive, PL/SQL
Education
Bates College 1978 — 1983
BA, Biology
Lynn Flechsig's Fidelity Investments Experience August 2007 - March 2008
Job North America EDM/HR Reporting Delivery Manager at IBM
Industry Outsourcing/Offshoring
Experience
IBM January 2014 - Present
IBM Global Process Services January 2013 - January 2014
IBM Global Process Services February 2011 - January 2013
IBM Global Process Services July 2010 - February 2011
IBM Global Business Process Services April 2008 - June 2010
Fidelity Investments August 2007 - March 2008
Yankee Candle Company August 2005 - June 2006
Skills
Customer Service, Call Center, Business Analysis, Process Improvement, Performance Management, Business Process..., CRM, Service Delivery, Leadership, Business, Change Management, Human Resources, Public Speaking, Temporary Placement, Lotus Notes, Training, Project Management, Management, Customer Satisfaction, Call Centers
Education
University of Massachusetts, Amherst 1997 — 2001
BA, Political Science
Bay Path University
Paralegal Certificate
IBM January 2014 - Present
IBM Global Process Services January 2013 - January 2014
IBM Global Process Services February 2011 - January 2013
IBM Global Process Services July 2010 - February 2011
IBM Global Business Process Services April 2008 - June 2010
Fidelity Investments August 2007 - March 2008
Yankee Candle Company August 2005 - June 2006
Skills
Customer Service, Call Center, Business Analysis, Process Improvement, Performance Management, Business Process..., CRM, Service Delivery, Leadership, Business, Change Management, Human Resources, Public Speaking, Temporary Placement, Lotus Notes, Training, Project Management, Management, Customer Satisfaction, Call Centers
Education
University of Massachusetts, Amherst 1997 — 2001
BA, Political Science
Bay Path University
Paralegal Certificate
Jason Touhey's Fidelity Investments Experience July 2000 - August 2003
Job Hospitalist at Berkshire Medical Center
Industry Medical Practice
Experience
Berkshire Medical Center July 2012 - Present
UMass Memorial Medical Center July 2009 - June 2012
Harvard University August 2003 - May 2005
Fidelity Investments July 2000 - August 2003
Skills
Medicine, Clinical Research, Healthcare, Public Health, Hospitals, Healthcare Information..., Internal Medicine, ACLS, Medical Education, EMR, BLS, Research
Education
University of New England 2005 — 2009
DO, Doctor of Osteopathic Medicine
Bates College 1999 — 2003
BS, Biological Chemistry, Mathematics
Berkshire Medical Center July 2012 - Present
UMass Memorial Medical Center July 2009 - June 2012
Harvard University August 2003 - May 2005
Fidelity Investments July 2000 - August 2003
Skills
Medicine, Clinical Research, Healthcare, Public Health, Hospitals, Healthcare Information..., Internal Medicine, ACLS, Medical Education, EMR, BLS, Research
Education
University of New England 2005 — 2009
DO, Doctor of Osteopathic Medicine
Bates College 1999 — 2003
BS, Biological Chemistry, Mathematics
Chuck Allbright's Fidelity Investments Experience August 2003 - February 2009
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments August 2003 - February 2009
Fidelity Investments January 2003 - July 2003
Fidelity Investments March 1999 - December 2002
Fidelity Investments March 1998 - March 1999
Fidelity Investments December 1996 - March 1998
Fidelity Investments January 1994 - December 1996
Fidelity Investments September 1991 - December 1993
Education
Baylor University 2000 — 2002
MBA, Management
The University of Texas at Austin 1986 — 1990
BBA, Finance/Accounting
Fidelity Investments August 2003 - February 2009
Fidelity Investments January 2003 - July 2003
Fidelity Investments March 1999 - December 2002
Fidelity Investments March 1998 - March 1999
Fidelity Investments December 1996 - March 1998
Fidelity Investments January 1994 - December 1996
Fidelity Investments September 1991 - December 1993
Education
Baylor University 2000 — 2002
MBA, Management
The University of Texas at Austin 1986 — 1990
BBA, Finance/Accounting
Francine Sprague's Fidelity Investments Experience 2002 - 2006
Job VP Integration/System Services at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions May 2006 - Present
Fidelity Investments 2002 - 2006
Towers Perrin 1998 - 2002
Watson Wyatt 1994 - 1998
Education
Bates College 1989 — 1993
BS, Psychology
Regina Dominican High School 1985 — 1989
St. Phillip Grade School 1977 — 1985
Transamerica Retirement Solutions May 2006 - Present
Fidelity Investments 2002 - 2006
Towers Perrin 1998 - 2002
Watson Wyatt 1994 - 1998
Education
Bates College 1989 — 1993
BS, Psychology
Regina Dominican High School 1985 — 1989
St. Phillip Grade School 1977 — 1985
Sampong Namsaly's Fidelity Investments Experience September 2006 - February 2009
Job Executive Assistant at UTC Aerospace Systems
Industry Aviation & Aerospace
Experience
UTC Aerospace Systems March 2011 - Present
UMass Medical School April 2010 - March 2011
The Hanover Insurance Group 2010 - 2010
Fidelity Investments September 2006 - February 2009
UMass Medical School February 2006 - May 2006
Fidelity Investments March 2000 - December 2005
John Hancock Financial Services 1995 - 2000
Education
Bay Path College 2013 — 2016
Business Administration and Management, General
Simmons College 1993 — 1995
Business Administration
UTC Aerospace Systems March 2011 - Present
UMass Medical School April 2010 - March 2011
The Hanover Insurance Group 2010 - 2010
Fidelity Investments September 2006 - February 2009
UMass Medical School February 2006 - May 2006
Fidelity Investments March 2000 - December 2005
John Hancock Financial Services 1995 - 2000
Education
Bay Path College 2013 — 2016
Business Administration and Management, General
Simmons College 1993 — 1995
Business Administration
Chuck McKenzie, CFA, CFP's Fidelity Investments Experience May 2012 - December 2014
Job Head of Institutional Solutions at Fidelity Investments
Industry Investment Management
Experience
Fidelity Worldwide Investment January 2015 - Present
56 Degrees Professional Services, LLC June 2010 - Present
Fidelity Investments May 2012 - December 2014
Geode Capital Management January 2011 - April 2012
DG Capital Management June 2009 - June 2010
OFI Institutional Asset Management September 1999 - March 2009
Fidelity Management Trust Company September 1996 - September 1999
MetLife June 1992 - September 1996
Wyatt Asset Services June 1987 - June 1992
Hewitt Associates June 1982 - June 1987
Skills
Asset Allocation, Mutual Funds, Asset Managment, Equities, Investments, Investment Management, Hedge Funds, Portfolio Management, Investment Strategies, Fixed Income, Retirement
Education
United States Golf Teachers Federation 2011 — 2011
Level 3 Certified Instructor, golf swing analysis and adjustment
The University of Chicago 1982 — 1984
MBA, Finance and Marketing
Bates College 1975 — 1979
BA, Math, Political Science and Education
Fidelity Worldwide Investment January 2015 - Present
56 Degrees Professional Services, LLC June 2010 - Present
Fidelity Investments May 2012 - December 2014
Geode Capital Management January 2011 - April 2012
DG Capital Management June 2009 - June 2010
OFI Institutional Asset Management September 1999 - March 2009
Fidelity Management Trust Company September 1996 - September 1999
MetLife June 1992 - September 1996
Wyatt Asset Services June 1987 - June 1992
Hewitt Associates June 1982 - June 1987
Skills
Asset Allocation, Mutual Funds, Asset Managment, Equities, Investments, Investment Management, Hedge Funds, Portfolio Management, Investment Strategies, Fixed Income, Retirement
Education
United States Golf Teachers Federation 2011 — 2011
Level 3 Certified Instructor, golf swing analysis and adjustment
The University of Chicago 1982 — 1984
MBA, Finance and Marketing
Bates College 1975 — 1979
BA, Math, Political Science and Education
Stephen MacNevin's Fidelity Investments Experience March 2007 - December 2009
Job Principal at Collaborative Consulting
Industry Outsourcing/Offshoring
Experience
Collaborative Consulting April 2010 - Present
Fidelity Investments March 2007 - December 2009
Fidelity Investments July 2006 - February 2007
Fidelity Investments August 2002 - June 2006
State Street June 2001 - September 2001
Exodus Communications 1994 - 2001
City of Woburn, MA September 1992 - September 1995
Arthur Andersen September 1990 - September 1992
Education
Boston University Questrom School of Business 1990 — 1991
MBA, Accounting
Bates College 1986 — 1990
BA, Economics
Collaborative Consulting April 2010 - Present
Fidelity Investments March 2007 - December 2009
Fidelity Investments July 2006 - February 2007
Fidelity Investments August 2002 - June 2006
State Street June 2001 - September 2001
Exodus Communications 1994 - 2001
City of Woburn, MA September 1992 - September 1995
Arthur Andersen September 1990 - September 1992
Education
Boston University Questrom School of Business 1990 — 1991
MBA, Accounting
Bates College 1986 — 1990
BA, Economics
Brandon Marx, CFA's Fidelity Investments Experience October 2005 - July 2006
Job J.D., University of Arkansas School of Law
Industry Law Practice
Experience
Sidley Austin LLP May 2014 - July 2014
Smith Hurst, PLC July 2013 - August 2013
Phillip E. Norvell, University of Arkansas School of Law Oil & Gas Professor May 2013 - June 2013
Archon Group, a Goldman Sachs company September 2007 - June 2012
American Home Mortgage July 2006 - September 2007
Fidelity Investments October 2005 - July 2006
Deloitte January 2005 - March 2005
Education
University of Arkansas School of Law, Fayetteville 2012 — 2015
Juris Doctor, magna cum laude
Baylor University 2002 — 2005
BBA, Accounting
Sidley Austin LLP May 2014 - July 2014
Smith Hurst, PLC July 2013 - August 2013
Phillip E. Norvell, University of Arkansas School of Law Oil & Gas Professor May 2013 - June 2013
Archon Group, a Goldman Sachs company September 2007 - June 2012
American Home Mortgage July 2006 - September 2007
Fidelity Investments October 2005 - July 2006
Deloitte January 2005 - March 2005
Education
University of Arkansas School of Law, Fayetteville 2012 — 2015
Juris Doctor, magna cum laude
Baylor University 2002 — 2005
BBA, Accounting
Lizaida Butler's Fidelity Investments Experience 2006 - 2012
Job Financial Analyst
Industry Financial Services
Experience
Fidelity Investments 2006 - 2012
Fidelity Investments 2005 - 2006
Fidelity Investments 2004 - 2005
Fidelity Investments 2001 - 2004
Fidelity Investments 1987 - 1992
Education
Bay State College 1989 — 1991
Associate's Degree in Business Administration
Fidelity Investments 2006 - 2012
Fidelity Investments 2005 - 2006
Fidelity Investments 2004 - 2005
Fidelity Investments 2001 - 2004
Fidelity Investments 1987 - 1992
Education
Bay State College 1989 — 1991
Associate's Degree in Business Administration
Joe Cugini, CFP®'s Fidelity Investments Experience March 2010 - April 2013
Job Senior Sales and Client Relationship Peofessional
Industry Financial Services
Experience
Will Do It, Inc April 2013 - Present
Fidelity Investments March 2010 - April 2013
Fidelity Investments December 2006 - March 2010
Fidelity Investments November 2005 - December 2006
Fidelity Investments December 2003 - December 2005
American Express 1999 - 2003
Skills
Series 7, Mutual Funds, Finance, Retirement Planning, Investments
Education
Bates College 1994 — 1998
BA
St. Sebastian's 1992 — 1994
Will Do It, Inc April 2013 - Present
Fidelity Investments March 2010 - April 2013
Fidelity Investments December 2006 - March 2010
Fidelity Investments November 2005 - December 2006
Fidelity Investments December 2003 - December 2005
American Express 1999 - 2003
Skills
Series 7, Mutual Funds, Finance, Retirement Planning, Investments
Education
Bates College 1994 — 1998
BA
St. Sebastian's 1992 — 1994
Brad Aho's Fidelity Investments Experience September 2007 - March 2010
Job Inside Sales at NICE Systems
Industry Computer Software
Experience
NICE Systems January 2015 - Present
NICE Systems January 2014 - December 2014
NICE Systems March 2011 - December 2013
Fidelity Investments September 2007 - March 2010
Fidelity Investments 2005 - 2007
Skills
Process Improvement, Analytics, Business Analysis, Contact Centers, Vendor Management, Workforce Management, Lead Generation, Salesforce.com, Product Management, Call Center, Call Centers, Outsourcing, CRM, Business Development, Management, Leadership, Enterprise Software, Customer Experience
Education
Baylor University 2000 — 2004
Bachelors of Business Administration, Management and Broadcasting
Baylor University - Hankamer School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.)
NICE Systems January 2015 - Present
NICE Systems January 2014 - December 2014
NICE Systems March 2011 - December 2013
Fidelity Investments September 2007 - March 2010
Fidelity Investments 2005 - 2007
Skills
Process Improvement, Analytics, Business Analysis, Contact Centers, Vendor Management, Workforce Management, Lead Generation, Salesforce.com, Product Management, Call Center, Call Centers, Outsourcing, CRM, Business Development, Management, Leadership, Enterprise Software, Customer Experience
Education
Baylor University 2000 — 2004
Bachelors of Business Administration, Management and Broadcasting
Baylor University - Hankamer School of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.)
E. Haile Erilus's Fidelity Investments Experience August 1997 - February 1999
Job Founder of Erilus Imports
Industry Import and Export
Experience
Erilus Imports November 2011 - Present
Eccentric imports February 2010 - February 2011
American Student Assistant January 2009 - January 2010
Travel guide February 2007 - July 2008
University of Massachusetts August 2005 - February 2006
Mass Financial Services April 2000 - September 2004
Fidelity Investments August 1997 - February 1999
Bear Stearns June 1994 - July 1997
Education
Bay State College
Associate, Finance
University of Massachusetts Boston
Bachelors of Art, Management
Erilus Imports November 2011 - Present
Eccentric imports February 2010 - February 2011
American Student Assistant January 2009 - January 2010
Travel guide February 2007 - July 2008
University of Massachusetts August 2005 - February 2006
Mass Financial Services April 2000 - September 2004
Fidelity Investments August 1997 - February 1999
Bear Stearns June 1994 - July 1997
Education
Bay State College
Associate, Finance
University of Massachusetts Boston
Bachelors of Art, Management
Bill Benintende's Fidelity Investments Experience January 1983 - July 1991
Job Group Manager, Public Relations at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price February 2011 - Present
Wilmington Trust April 2003 - February 2011
GoldK September 2000 - March 2003
John Hancock Funds July 1991 - September 2000
Fidelity Investments January 1983 - July 1991
Skills
Asset Managment, Financial Services, Corporate Communications, Series 7, Mutual Funds, Investments, Public Relations, Investment Management, Investment Advisory, Retirement Planning, Hedge Funds, Asset Allocation, Asset Management, Series 6, Risk Management, Portfolio Management, Investment Strategies, Securities, Alternative Investments
Education
Bates College
Bachelor of Arts, Economics
T. Rowe Price February 2011 - Present
Wilmington Trust April 2003 - February 2011
GoldK September 2000 - March 2003
John Hancock Funds July 1991 - September 2000
Fidelity Investments January 1983 - July 1991
Skills
Asset Managment, Financial Services, Corporate Communications, Series 7, Mutual Funds, Investments, Public Relations, Investment Management, Investment Advisory, Retirement Planning, Hedge Funds, Asset Allocation, Asset Management, Series 6, Risk Management, Portfolio Management, Investment Strategies, Securities, Alternative Investments
Education
Bates College
Bachelor of Arts, Economics
Melissa Heiser's Fidelity Investments Experience
Job Product Manager
Industry Financial Services
Experience
Fidelity Investments
Skills
Risk Management, Financial Services, Program Management, Vendor Management, Data Analysis, Data Warehousing, Business Requirements, Mutual Funds, SDLC, Business Analysis, Securities, Portfolio Management, Disaster Recovery, Requirements Analysis, Systems Analysis, Business Process..., Agile Methodologies, Software Project..., Project Management, Strategic Financial..., SQL, Corporate Actions, Project Portfolio..., Enterprise Architecture, Equities, Relationship Management, Change Management, Visio, Asset Management, Sybase, Process Improvement, Investments, CRM, Bloomberg, Management, Business Continuity, Team Leadership, Access, Databases, Requirements Gathering, Back Office, Market Data, User Acceptance Testing
Education
Bates College
Bachelor of Science (B.S.)
Fidelity Investments
Skills
Risk Management, Financial Services, Program Management, Vendor Management, Data Analysis, Data Warehousing, Business Requirements, Mutual Funds, SDLC, Business Analysis, Securities, Portfolio Management, Disaster Recovery, Requirements Analysis, Systems Analysis, Business Process..., Agile Methodologies, Software Project..., Project Management, Strategic Financial..., SQL, Corporate Actions, Project Portfolio..., Enterprise Architecture, Equities, Relationship Management, Change Management, Visio, Asset Management, Sybase, Process Improvement, Investments, CRM, Bloomberg, Management, Business Continuity, Team Leadership, Access, Databases, Requirements Gathering, Back Office, Market Data, User Acceptance Testing
Education
Bates College
Bachelor of Science (B.S.)
Leslie Clayton's Fidelity Investments Experience October 2004 - March 2013
Job Vendor Integration Associate at OneSource Information Services
Industry Financial Services
Experience
OneSource Information Services June 2013 - Present
Fidelity Investments October 2004 - March 2013
Thomson Financial 1986 - 2003
Skills
Mutual Funds, Equities, Financial Analysis, Fixed Income, Financial Services, Securities, Bloomberg, Online Research, Company/Industry..., Industry Classifications, Corporate Hierarchies
Education
Bates College
Bachelor of Arts (B.A.), History
Simmons College
Master of Library & Information Science (MLIS)
OneSource Information Services June 2013 - Present
Fidelity Investments October 2004 - March 2013
Thomson Financial 1986 - 2003
Skills
Mutual Funds, Equities, Financial Analysis, Fixed Income, Financial Services, Securities, Bloomberg, Online Research, Company/Industry..., Industry Classifications, Corporate Hierarchies
Education
Bates College
Bachelor of Arts (B.A.), History
Simmons College
Master of Library & Information Science (MLIS)
Brendan Flaherty's Fidelity Investments Experience May 2013 - July 2013
Job Student at Baylor University
Industry Accounting
Experience
Sandalwood Management May 2015 - July 2015
RuffaloCODY September 2013 - December 2013
Fidelity Investments May 2013 - July 2013
Education
Baylor University 2014 — 2016
Accounting
Providence College 2012 — 2013
Sandalwood Management May 2015 - July 2015
RuffaloCODY September 2013 - December 2013
Fidelity Investments May 2013 - July 2013
Education
Baylor University 2014 — 2016
Accounting
Providence College 2012 — 2013
Wells Fargo
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank